From 05026236bc0ce737a53946f5e6b071b81c207e8c Mon Sep 17 00:00:00 2001 From: Maxim Scherbakov <146823351+maxscherbakov@users.noreply.github.com> Date: Mon, 15 Apr 2024 12:49:54 +0300 Subject: [PATCH 001/132] clustering and delta coding --- code_dir/Cargo.lock | 7 ++ code_dir/Cargo.toml | 8 ++ code_dir/src/main.rs | 34 ++++++ code_dir/src/my_lib/chunk/mod.rs | 10 ++ .../src/my_lib/chunk_with_delta_code/mod.rs | 65 ++++++++++++ .../src/my_lib/chunk_with_full_code/mod.rs | 42 ++++++++ code_dir/src/my_lib/graph/mod.rs | 58 ++++++++++ .../src/my_lib/levenshtein_functions/mod.rs | 76 +++++++++++++ code_dir/src/my_lib/mod.rs | 88 +++++++++++++++ code_dir/target/CACHEDIR.TAG | 3 + code_dir/test1.txt | 100 ++++++++++++++++++ 11 files changed, 491 insertions(+) create mode 100644 code_dir/Cargo.lock create mode 100644 code_dir/Cargo.toml create mode 100644 code_dir/src/main.rs create mode 100644 code_dir/src/my_lib/chunk/mod.rs create mode 100644 code_dir/src/my_lib/chunk_with_delta_code/mod.rs create mode 100644 code_dir/src/my_lib/chunk_with_full_code/mod.rs create mode 100644 code_dir/src/my_lib/graph/mod.rs create mode 100644 code_dir/src/my_lib/levenshtein_functions/mod.rs create mode 100644 code_dir/src/my_lib/mod.rs create mode 100644 code_dir/target/CACHEDIR.TAG create mode 100644 code_dir/test1.txt diff --git a/code_dir/Cargo.lock b/code_dir/Cargo.lock new file mode 100644 index 0000000..56c0f0b --- /dev/null +++ b/code_dir/Cargo.lock @@ -0,0 +1,7 @@ +# This file is automatically @generated by Cargo. +# It is not intended for manual editing. +version = 3 + +[[package]] +name = "code_dir" +version = "0.1.0" diff --git a/code_dir/Cargo.toml b/code_dir/Cargo.toml new file mode 100644 index 0000000..e284992 --- /dev/null +++ b/code_dir/Cargo.toml @@ -0,0 +1,8 @@ +[package] +name = "code_dir" +version = "0.1.0" +edition = "2021" + +# See more keys and their definitions at https://doc.rust-lang.org/cargo/reference/manifest.html + +[dependencies] diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs new file mode 100644 index 0000000..a3f7543 --- /dev/null +++ b/code_dir/src/main.rs @@ -0,0 +1,34 @@ +use std::fs; +use std::io::{BufRead, BufReader}; +mod my_lib; +use crate::my_lib::chunk::Chunk; +use crate::my_lib::chunk_with_delta_code::ChunkWithDeltaCode; +use crate::my_lib::chunk_with_full_code::ChunkWithFullCode; +use my_lib::*; + +fn main() { + let file = fs::File::open("test1.txt").expect("file not open"); + let buffer = BufReader::new(file); + let mut chunks: Vec<&dyn Chunk> = Vec::new(); + let mut chunks_with_full_code: Vec = Vec::new(); + let mut chunk_index: usize = 0; + for line in buffer.lines() { + chunk_index += 1; + let chunk_data: Vec = line.unwrap().bytes().collect(); + let chunk_size = chunk_data.len(); + let chunk = ChunkWithFullCode::new(chunk_index, chunk_size, chunk_data); + chunks_with_full_code.push(chunk); + } + + for chunk in &chunks_with_full_code { + chunks.push(chunk); + } + + let mut chunks_with_delta_code: Vec = Vec::new(); + encoding(chunks.as_mut_slice(), &mut chunks_with_delta_code); + + for chunk in chunks { + chunk.decode(); + println!(); + } +} diff --git a/code_dir/src/my_lib/chunk/mod.rs b/code_dir/src/my_lib/chunk/mod.rs new file mode 100644 index 0000000..5c7f1aa --- /dev/null +++ b/code_dir/src/my_lib/chunk/mod.rs @@ -0,0 +1,10 @@ +pub(crate) trait Chunk { + fn decode(&self); + + fn get_data(&self) -> Vec; + fn get_index(&self) -> usize; + + fn get_type(&self); + + fn size(&self) -> usize; +} diff --git a/code_dir/src/my_lib/chunk_with_delta_code/mod.rs b/code_dir/src/my_lib/chunk_with_delta_code/mod.rs new file mode 100644 index 0000000..ebcc170 --- /dev/null +++ b/code_dir/src/my_lib/chunk_with_delta_code/mod.rs @@ -0,0 +1,65 @@ +use crate::my_lib::chunk::Chunk; +use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; + +pub(crate) struct ChunkWithDeltaCode<'a> { + index: usize, + size: usize, + leader_chunk: &'a dyn Chunk, + delta_code: Vec, +} + +impl Chunk for ChunkWithDeltaCode<'_> { + fn decode(&self) { + for byte in self.get_data() { + print!("{}", byte as char); + } + } + fn get_data(&self) -> Vec { + let mut chunk_data: Vec = self.get_data_leader_chunk(); + for delta_action in self.get_delta_code() { + match &delta_action.action { + Action::Del => { + chunk_data.remove(delta_action.index); + } + Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), + Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, + } + } + chunk_data + } + fn get_index(&self) -> usize { + self.index + } + + fn get_type(&self) { + println!("Chunk with delta code") + } + + fn size(&self) -> usize { + self.size + } +} + +impl ChunkWithDeltaCode<'_> { + pub(crate) fn new( + chunk_index: usize, + chunk_size: usize, + link_leader_chunk: &dyn Chunk, + chunk_delta_code: Vec, + ) -> ChunkWithDeltaCode<'_> { + ChunkWithDeltaCode { + index: chunk_index, + size: chunk_size, + leader_chunk: link_leader_chunk, + delta_code: chunk_delta_code, + } + } + + pub(crate) fn get_data_leader_chunk(&self) -> Vec { + self.leader_chunk.get_data() + } + + pub(crate) fn get_delta_code(&self) -> &[DeltaAction] { + self.delta_code.as_slice() + } +} diff --git a/code_dir/src/my_lib/chunk_with_full_code/mod.rs b/code_dir/src/my_lib/chunk_with_full_code/mod.rs new file mode 100644 index 0000000..8d345b7 --- /dev/null +++ b/code_dir/src/my_lib/chunk_with_full_code/mod.rs @@ -0,0 +1,42 @@ +use crate::my_lib::chunk::Chunk; +pub(crate) struct ChunkWithFullCode { + index: usize, + size: usize, + data: Vec, +} + +impl Chunk for ChunkWithFullCode { + fn decode(&self) { + for byte in self.get_data() { + print!("{}", byte as char); + } + } + fn get_data(&self) -> Vec { + self.data.clone() + } + fn get_index(&self) -> usize { + self.index + } + + fn get_type(&self) { + println!("Chunk with full code") + } + + fn size(&self) -> usize { + self.size + } +} + +impl ChunkWithFullCode { + pub(crate) fn new( + chunk_index: usize, + chunk_size: usize, + chunk_data: Vec, + ) -> ChunkWithFullCode { + ChunkWithFullCode { + index: chunk_index, + size: chunk_size, + data: chunk_data, + } + } +} diff --git a/code_dir/src/my_lib/graph/mod.rs b/code_dir/src/my_lib/graph/mod.rs new file mode 100644 index 0000000..e3769b5 --- /dev/null +++ b/code_dir/src/my_lib/graph/mod.rs @@ -0,0 +1,58 @@ +use crate::my_lib::chunk::Chunk; +use crate::my_lib::Edge; + +pub(super) struct Graph<'a> { + count_vertices: u32, + parent: Vec, + rank: Vec, + edges: &'a [Edge], +} + +impl Graph<'_> { + pub(crate) fn new(graph_count_vertices: usize, graph_edges: &[Edge]) -> Graph { + Graph { + count_vertices: graph_count_vertices as u32, + parent: (0..graph_count_vertices).collect(), + rank: vec![0u32; graph_count_vertices], + edges: graph_edges, + } + } + + fn union_set(&mut self, index_set_1: usize, index_set_2: usize) { + if self.rank[index_set_1] < self.rank[index_set_2] { + self.rank[index_set_2] += self.rank[index_set_1]; + self.parent[index_set_1] = self.parent[index_set_2]; + } else { + self.rank[index_set_1] += self.rank[index_set_2]; + self.parent[index_set_2] = self.parent[index_set_1]; + } + } + + fn find_set(&mut self, index_set: usize) -> usize { + if index_set != self.parent[index_set] { + self.parent[index_set] = self.find_set(self.parent[index_set]); + return self.parent[index_set]; + } + index_set + } + + pub(super) fn create_clusters_based_on_the_kraskal_algorithm<'a>( + &mut self, + chunks: &[&'a dyn Chunk], + ) -> Vec> { + for edge in self.edges { + let index_set_1 = self.find_set(edge.chunk_index_1); + let index_set_2 = self.find_set(edge.chunk_index_2); + if index_set_1 != index_set_2 { + self.union_set(index_set_1, index_set_2); + } + } + + let mut cluster: Vec> = vec![Vec::new(); self.count_vertices as usize]; + for (index_chunk, leader_index) in self.parent.iter().enumerate() { + cluster[*leader_index].push(chunks[index_chunk]); + } + + cluster + } +} diff --git a/code_dir/src/my_lib/levenshtein_functions/mod.rs b/code_dir/src/my_lib/levenshtein_functions/mod.rs new file mode 100644 index 0000000..15683ec --- /dev/null +++ b/code_dir/src/my_lib/levenshtein_functions/mod.rs @@ -0,0 +1,76 @@ +use crate::my_lib::chunk::Chunk; +use std::cmp::min; +use Action::*; + +pub(crate) enum Action { + Del, + Add, + Rep, +} +pub(crate) struct DeltaAction { + pub(crate) action: Action, + pub(crate) index: usize, + pub(crate) byte_value: u8, +} + +pub(crate) fn coding(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec { + let data_chunk_x = chunk_x.get_data(); + let data_chunk_y = chunk_y.get_data(); + let matrix = levenshtein_matrix(data_chunk_y.as_slice(), data_chunk_x.as_slice()); + let mut delta_code_for_chunk_x: Vec = Vec::new(); + let mut x = data_chunk_x.len(); + let mut y = data_chunk_y.len(); + while x > 0 && y > 0 { + if (data_chunk_y[y - 1] != data_chunk_x[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { + delta_code_for_chunk_x.push(DeltaAction { + action: Rep, + index: y - 1, + byte_value: data_chunk_x[x - 1], + }); + x -= 1; + y -= 1; + } else if matrix[y - 1][x] < matrix[y][x] { + delta_code_for_chunk_x.push(DeltaAction { + action: Del, + index: y - 1, + byte_value: 0, + }); + y -= 1; + } else if matrix[y][x - 1] < matrix[y][x] { + delta_code_for_chunk_x.push(DeltaAction { + action: Add, + index: y - 1, + byte_value: data_chunk_x[x - 1], + }); + x -= 1; + } else { + x -= 1; + y -= 1; + } + } + delta_code_for_chunk_x +} + +pub(crate) fn levenshtein_distance(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> u32 { + let levenshtein_matrix = + levenshtein_matrix(chunk_y.get_data().as_slice(), chunk_x.get_data().as_slice()); + levenshtein_matrix[chunk_y.size()][chunk_x.size()] +} + +fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { + let mut levenshtein_matrix = vec![vec![0u32; data_chunk_x.len() + 1]; data_chunk_y.len() + 1]; + levenshtein_matrix[0] = (0..data_chunk_x.len() as u32 + 1).collect(); + for y in 1..data_chunk_y.len() + 1 { + levenshtein_matrix[y][0] = y as u32; + for x in 1..data_chunk_x.len() + 1 { + let add = levenshtein_matrix[y - 1][x] + 1; + let del = levenshtein_matrix[y][x - 1] + 1; + let mut replace = levenshtein_matrix[y - 1][x - 1]; + if data_chunk_y[y - 1] != data_chunk_x[x - 1] { + replace += 1; + } + levenshtein_matrix[y][x] = min(min(del, add), replace); + } + } + levenshtein_matrix +} diff --git a/code_dir/src/my_lib/mod.rs b/code_dir/src/my_lib/mod.rs new file mode 100644 index 0000000..cc35beb --- /dev/null +++ b/code_dir/src/my_lib/mod.rs @@ -0,0 +1,88 @@ +pub(super) mod chunk; +pub(super) mod chunk_with_delta_code; +pub(super) mod chunk_with_full_code; +mod graph; +mod levenshtein_functions; + +use chunk::Chunk; +use chunk_with_delta_code::ChunkWithDeltaCode; +use graph::Graph; +use levenshtein_functions::*; + +struct Edge { + weight: u32, + chunk_index_1: usize, + chunk_index_2: usize, +} +fn create_edges(chunks: &[&dyn Chunk]) -> Vec { + let count_chunks = chunks.len(); + let mut graph_edges: Vec = Vec::new(); + + for x in 0..count_chunks { + for y in x + 1..count_chunks { + let dist = levenshtein_distance(chunks[x], chunks[y]); + if dist < 3 { + graph_edges.push(Edge { + weight: dist, + chunk_index_1: y, + chunk_index_2: x, + }) + } + } + } + graph_edges.sort_by(|a, b| a.weight.cmp(&b.weight)); + graph_edges +} + +fn find_index_chunk_leader(group: &[&dyn Chunk]) -> usize { + let mut sum_distance = vec![0u32; group.len()]; + for chunk_index_1 in 0..group.len() { + for chunk_index_2 in chunk_index_1 + 1..group.len() { + let distance = levenshtein_distance(group[chunk_index_1], group[chunk_index_2]); + sum_distance[chunk_index_1] += distance; + sum_distance[chunk_index_2] += distance; + } + } + let mut min_sum_distance = u32::MAX; + let mut leader_index: usize = 0; + for (index_sum, sum) in sum_distance.iter().enumerate() { + if *sum < min_sum_distance { + leader_index = index_sum; + min_sum_distance = *sum; + } + } + + leader_index +} + +pub(super) fn encoding<'a>( + chunks: &mut [&'a dyn Chunk], + chunks_with_delta_code: &'a mut Vec>, +) { + let graph_edges = create_edges(chunks); + let mut graph = Graph::new(chunks.len(), graph_edges.as_slice()); + let clusters = graph.create_clusters_based_on_the_kraskal_algorithm(chunks); + + for cluster in clusters { + if cluster.is_empty() { + continue; + } + let leader_index = find_index_chunk_leader(cluster.as_slice()); + let leader_link = cluster[leader_index]; + for chunk in cluster { + if chunk.get_index() == leader_index { + continue; + } + let delta_code = levenshtein_functions::coding(chunk, leader_link); + chunks_with_delta_code.push(ChunkWithDeltaCode::new( + chunk.get_index(), + chunk.size(), + leader_link, + delta_code, + )); + } + } + for chunk_with_delta_code in chunks_with_delta_code { + chunks[chunk_with_delta_code.get_index() - 1] = chunk_with_delta_code; + } +} diff --git a/code_dir/target/CACHEDIR.TAG b/code_dir/target/CACHEDIR.TAG new file mode 100644 index 0000000..20d7c31 --- /dev/null +++ b/code_dir/target/CACHEDIR.TAG @@ -0,0 +1,3 @@ +Signature: 8a477f597d28d172789f06886806bc55 +# This file is a cache directory tag created by cargo. +# For information about cache directory tags see https://bford.info/cachedir/ diff --git a/code_dir/test1.txt b/code_dir/test1.txt new file mode 100644 index 0000000..da47ad6 --- /dev/null +++ b/code_dir/test1.txt @@ -0,0 +1,100 @@ +0a3PD +MalAr +jzf6c +sHxds +AvSd3 +2pxFw +49J2R +lvj7l +JRmWp +oQOPt +ZKnE3 +esboh +KqI4R +xZB1a +4xFJy +a1xHZ +hHs9G +MYY2w +gsYax +o4hzm +kd34V +DiUkm +N6W5F +qvLi4 +tV86M +Ttjc1 +jUEKy +KK4bu +8eGH9 +6VtJD +Faikf +j0Oys +UxIiy +CL5Fb +hE5Fn +aGSXD +bqCvX +QnK0e +m98Qy +vGtAk +P9Jtt +7QoOE +FY08b +KciT4 +EXkmw +59oDH +dOqXd +2pkjm +hpUYW +N82Fv +3vRWp +KhFTl +HrkYu +VRrt5 +66lsb +N6qt6 +6vbns +2etBr +715fN +3VOgL +n4v1o +cfuXz +xEyJa +EJJ0q +ZVCJR +GwTlt +wHonT +9s6EW +3JN2x +m3sGr +drRdE +pq0Y7 +v4Cab +X3jPX +y7HC4 +7njCY +eme9j +eez0X +YtL90 +5HhNY +8gRP5 +N1aFr +ekUpV +h97nx +a1gb3 +z0ZXs +rXIUK +0T5EZ +PqvEz +b2Rjo +FKs6S +2ERJC +EkQpv +UjObb +N5tef +YQUEp +OU2b1 +Xx9Mi +hNrt8 +wwGK7 \ No newline at end of file From 34e1f4b502fdca49ab2b37a673716324278e2e73 Mon Sep 17 00:00:00 2001 From: Maxim Scherbakov <146823351+maxscherbakov@users.noreply.github.com> Date: Mon, 15 Apr 2024 12:50:41 +0300 Subject: [PATCH 002/132] Delete code_dir/target directory --- code_dir/target/CACHEDIR.TAG | 3 --- 1 file changed, 3 deletions(-) delete mode 100644 code_dir/target/CACHEDIR.TAG diff --git a/code_dir/target/CACHEDIR.TAG b/code_dir/target/CACHEDIR.TAG deleted file mode 100644 index 20d7c31..0000000 --- a/code_dir/target/CACHEDIR.TAG +++ /dev/null @@ -1,3 +0,0 @@ -Signature: 8a477f597d28d172789f06886806bc55 -# This file is a cache directory tag created by cargo. -# For information about cache directory tags see https://bford.info/cachedir/ From e5df6675c938d253891031f3815034d8bd4ef90d Mon Sep 17 00:00:00 2001 From: Maxim Scherbakov <146823351+maxscherbakov@users.noreply.github.com> Date: Mon, 15 Apr 2024 12:50:54 +0300 Subject: [PATCH 003/132] Delete code_dir/Cargo.lock --- code_dir/Cargo.lock | 7 ------- 1 file changed, 7 deletions(-) delete mode 100644 code_dir/Cargo.lock diff --git a/code_dir/Cargo.lock b/code_dir/Cargo.lock deleted file mode 100644 index 56c0f0b..0000000 --- a/code_dir/Cargo.lock +++ /dev/null @@ -1,7 +0,0 @@ -# This file is automatically @generated by Cargo. -# It is not intended for manual editing. -version = 3 - -[[package]] -name = "code_dir" -version = "0.1.0" From 7b4e0f4758b69456fc5290930db298266695d80c Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 15 Apr 2024 16:38:23 +0300 Subject: [PATCH 004/132] delete folders with modules --- code_dir/Cargo.toml | 1 + code_dir/src/main.rs | 3 +- code_dir/src/my_lib/chunk/mod.rs | 10 --- .../src/my_lib/chunk_with_delta_code/mod.rs | 65 ---------------- .../src/my_lib/chunk_with_full_code/mod.rs | 42 ---------- code_dir/src/my_lib/graph/mod.rs | 58 -------------- .../src/my_lib/levenshtein_functions/mod.rs | 76 ------------------- 7 files changed, 3 insertions(+), 252 deletions(-) delete mode 100644 code_dir/src/my_lib/chunk/mod.rs delete mode 100644 code_dir/src/my_lib/chunk_with_delta_code/mod.rs delete mode 100644 code_dir/src/my_lib/chunk_with_full_code/mod.rs delete mode 100644 code_dir/src/my_lib/graph/mod.rs delete mode 100644 code_dir/src/my_lib/levenshtein_functions/mod.rs diff --git a/code_dir/Cargo.toml b/code_dir/Cargo.toml index e284992..7406789 100644 --- a/code_dir/Cargo.toml +++ b/code_dir/Cargo.toml @@ -6,3 +6,4 @@ edition = "2021" # See more keys and their definitions at https://doc.rust-lang.org/cargo/reference/manifest.html [dependencies] +fastcdc = "3.1.0" diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index a3f7543..f9cbae6 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -5,9 +5,10 @@ use crate::my_lib::chunk::Chunk; use crate::my_lib::chunk_with_delta_code::ChunkWithDeltaCode; use crate::my_lib::chunk_with_full_code::ChunkWithFullCode; use my_lib::*; +use fastcdc; fn main() { - let file = fs::File::open("test1.txt").expect("file not open"); + let file = fs::File::open("test/test1.txt").expect("file not open"); let buffer = BufReader::new(file); let mut chunks: Vec<&dyn Chunk> = Vec::new(); let mut chunks_with_full_code: Vec = Vec::new(); diff --git a/code_dir/src/my_lib/chunk/mod.rs b/code_dir/src/my_lib/chunk/mod.rs deleted file mode 100644 index 5c7f1aa..0000000 --- a/code_dir/src/my_lib/chunk/mod.rs +++ /dev/null @@ -1,10 +0,0 @@ -pub(crate) trait Chunk { - fn decode(&self); - - fn get_data(&self) -> Vec; - fn get_index(&self) -> usize; - - fn get_type(&self); - - fn size(&self) -> usize; -} diff --git a/code_dir/src/my_lib/chunk_with_delta_code/mod.rs b/code_dir/src/my_lib/chunk_with_delta_code/mod.rs deleted file mode 100644 index ebcc170..0000000 --- a/code_dir/src/my_lib/chunk_with_delta_code/mod.rs +++ /dev/null @@ -1,65 +0,0 @@ -use crate::my_lib::chunk::Chunk; -use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; - -pub(crate) struct ChunkWithDeltaCode<'a> { - index: usize, - size: usize, - leader_chunk: &'a dyn Chunk, - delta_code: Vec, -} - -impl Chunk for ChunkWithDeltaCode<'_> { - fn decode(&self) { - for byte in self.get_data() { - print!("{}", byte as char); - } - } - fn get_data(&self) -> Vec { - let mut chunk_data: Vec = self.get_data_leader_chunk(); - for delta_action in self.get_delta_code() { - match &delta_action.action { - Action::Del => { - chunk_data.remove(delta_action.index); - } - Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), - Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, - } - } - chunk_data - } - fn get_index(&self) -> usize { - self.index - } - - fn get_type(&self) { - println!("Chunk with delta code") - } - - fn size(&self) -> usize { - self.size - } -} - -impl ChunkWithDeltaCode<'_> { - pub(crate) fn new( - chunk_index: usize, - chunk_size: usize, - link_leader_chunk: &dyn Chunk, - chunk_delta_code: Vec, - ) -> ChunkWithDeltaCode<'_> { - ChunkWithDeltaCode { - index: chunk_index, - size: chunk_size, - leader_chunk: link_leader_chunk, - delta_code: chunk_delta_code, - } - } - - pub(crate) fn get_data_leader_chunk(&self) -> Vec { - self.leader_chunk.get_data() - } - - pub(crate) fn get_delta_code(&self) -> &[DeltaAction] { - self.delta_code.as_slice() - } -} diff --git a/code_dir/src/my_lib/chunk_with_full_code/mod.rs b/code_dir/src/my_lib/chunk_with_full_code/mod.rs deleted file mode 100644 index 8d345b7..0000000 --- a/code_dir/src/my_lib/chunk_with_full_code/mod.rs +++ /dev/null @@ -1,42 +0,0 @@ -use crate::my_lib::chunk::Chunk; -pub(crate) struct ChunkWithFullCode { - index: usize, - size: usize, - data: Vec, -} - -impl Chunk for ChunkWithFullCode { - fn decode(&self) { - for byte in self.get_data() { - print!("{}", byte as char); - } - } - fn get_data(&self) -> Vec { - self.data.clone() - } - fn get_index(&self) -> usize { - self.index - } - - fn get_type(&self) { - println!("Chunk with full code") - } - - fn size(&self) -> usize { - self.size - } -} - -impl ChunkWithFullCode { - pub(crate) fn new( - chunk_index: usize, - chunk_size: usize, - chunk_data: Vec, - ) -> ChunkWithFullCode { - ChunkWithFullCode { - index: chunk_index, - size: chunk_size, - data: chunk_data, - } - } -} diff --git a/code_dir/src/my_lib/graph/mod.rs b/code_dir/src/my_lib/graph/mod.rs deleted file mode 100644 index e3769b5..0000000 --- a/code_dir/src/my_lib/graph/mod.rs +++ /dev/null @@ -1,58 +0,0 @@ -use crate::my_lib::chunk::Chunk; -use crate::my_lib::Edge; - -pub(super) struct Graph<'a> { - count_vertices: u32, - parent: Vec, - rank: Vec, - edges: &'a [Edge], -} - -impl Graph<'_> { - pub(crate) fn new(graph_count_vertices: usize, graph_edges: &[Edge]) -> Graph { - Graph { - count_vertices: graph_count_vertices as u32, - parent: (0..graph_count_vertices).collect(), - rank: vec![0u32; graph_count_vertices], - edges: graph_edges, - } - } - - fn union_set(&mut self, index_set_1: usize, index_set_2: usize) { - if self.rank[index_set_1] < self.rank[index_set_2] { - self.rank[index_set_2] += self.rank[index_set_1]; - self.parent[index_set_1] = self.parent[index_set_2]; - } else { - self.rank[index_set_1] += self.rank[index_set_2]; - self.parent[index_set_2] = self.parent[index_set_1]; - } - } - - fn find_set(&mut self, index_set: usize) -> usize { - if index_set != self.parent[index_set] { - self.parent[index_set] = self.find_set(self.parent[index_set]); - return self.parent[index_set]; - } - index_set - } - - pub(super) fn create_clusters_based_on_the_kraskal_algorithm<'a>( - &mut self, - chunks: &[&'a dyn Chunk], - ) -> Vec> { - for edge in self.edges { - let index_set_1 = self.find_set(edge.chunk_index_1); - let index_set_2 = self.find_set(edge.chunk_index_2); - if index_set_1 != index_set_2 { - self.union_set(index_set_1, index_set_2); - } - } - - let mut cluster: Vec> = vec![Vec::new(); self.count_vertices as usize]; - for (index_chunk, leader_index) in self.parent.iter().enumerate() { - cluster[*leader_index].push(chunks[index_chunk]); - } - - cluster - } -} diff --git a/code_dir/src/my_lib/levenshtein_functions/mod.rs b/code_dir/src/my_lib/levenshtein_functions/mod.rs deleted file mode 100644 index 15683ec..0000000 --- a/code_dir/src/my_lib/levenshtein_functions/mod.rs +++ /dev/null @@ -1,76 +0,0 @@ -use crate::my_lib::chunk::Chunk; -use std::cmp::min; -use Action::*; - -pub(crate) enum Action { - Del, - Add, - Rep, -} -pub(crate) struct DeltaAction { - pub(crate) action: Action, - pub(crate) index: usize, - pub(crate) byte_value: u8, -} - -pub(crate) fn coding(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec { - let data_chunk_x = chunk_x.get_data(); - let data_chunk_y = chunk_y.get_data(); - let matrix = levenshtein_matrix(data_chunk_y.as_slice(), data_chunk_x.as_slice()); - let mut delta_code_for_chunk_x: Vec = Vec::new(); - let mut x = data_chunk_x.len(); - let mut y = data_chunk_y.len(); - while x > 0 && y > 0 { - if (data_chunk_y[y - 1] != data_chunk_x[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { - delta_code_for_chunk_x.push(DeltaAction { - action: Rep, - index: y - 1, - byte_value: data_chunk_x[x - 1], - }); - x -= 1; - y -= 1; - } else if matrix[y - 1][x] < matrix[y][x] { - delta_code_for_chunk_x.push(DeltaAction { - action: Del, - index: y - 1, - byte_value: 0, - }); - y -= 1; - } else if matrix[y][x - 1] < matrix[y][x] { - delta_code_for_chunk_x.push(DeltaAction { - action: Add, - index: y - 1, - byte_value: data_chunk_x[x - 1], - }); - x -= 1; - } else { - x -= 1; - y -= 1; - } - } - delta_code_for_chunk_x -} - -pub(crate) fn levenshtein_distance(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> u32 { - let levenshtein_matrix = - levenshtein_matrix(chunk_y.get_data().as_slice(), chunk_x.get_data().as_slice()); - levenshtein_matrix[chunk_y.size()][chunk_x.size()] -} - -fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { - let mut levenshtein_matrix = vec![vec![0u32; data_chunk_x.len() + 1]; data_chunk_y.len() + 1]; - levenshtein_matrix[0] = (0..data_chunk_x.len() as u32 + 1).collect(); - for y in 1..data_chunk_y.len() + 1 { - levenshtein_matrix[y][0] = y as u32; - for x in 1..data_chunk_x.len() + 1 { - let add = levenshtein_matrix[y - 1][x] + 1; - let del = levenshtein_matrix[y][x - 1] + 1; - let mut replace = levenshtein_matrix[y - 1][x - 1]; - if data_chunk_y[y - 1] != data_chunk_x[x - 1] { - replace += 1; - } - levenshtein_matrix[y][x] = min(min(del, add), replace); - } - } - levenshtein_matrix -} From 81560a4b649b3670adb194cf046152c92cf06501 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 15 Apr 2024 16:39:59 +0300 Subject: [PATCH 005/132] add modules --- code_dir/src/my_lib/chunk.rs | 10 +++ code_dir/src/my_lib/chunk_with_delta_code.rs | 65 +++++++++++++++++ code_dir/src/my_lib/chunk_with_full_code.rs | 42 +++++++++++ code_dir/src/my_lib/graph.rs | 58 +++++++++++++++ code_dir/src/my_lib/levenshtein_functions.rs | 76 ++++++++++++++++++++ 5 files changed, 251 insertions(+) create mode 100644 code_dir/src/my_lib/chunk.rs create mode 100644 code_dir/src/my_lib/chunk_with_delta_code.rs create mode 100644 code_dir/src/my_lib/chunk_with_full_code.rs create mode 100644 code_dir/src/my_lib/graph.rs create mode 100644 code_dir/src/my_lib/levenshtein_functions.rs diff --git a/code_dir/src/my_lib/chunk.rs b/code_dir/src/my_lib/chunk.rs new file mode 100644 index 0000000..5c7f1aa --- /dev/null +++ b/code_dir/src/my_lib/chunk.rs @@ -0,0 +1,10 @@ +pub(crate) trait Chunk { + fn decode(&self); + + fn get_data(&self) -> Vec; + fn get_index(&self) -> usize; + + fn get_type(&self); + + fn size(&self) -> usize; +} diff --git a/code_dir/src/my_lib/chunk_with_delta_code.rs b/code_dir/src/my_lib/chunk_with_delta_code.rs new file mode 100644 index 0000000..ebcc170 --- /dev/null +++ b/code_dir/src/my_lib/chunk_with_delta_code.rs @@ -0,0 +1,65 @@ +use crate::my_lib::chunk::Chunk; +use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; + +pub(crate) struct ChunkWithDeltaCode<'a> { + index: usize, + size: usize, + leader_chunk: &'a dyn Chunk, + delta_code: Vec, +} + +impl Chunk for ChunkWithDeltaCode<'_> { + fn decode(&self) { + for byte in self.get_data() { + print!("{}", byte as char); + } + } + fn get_data(&self) -> Vec { + let mut chunk_data: Vec = self.get_data_leader_chunk(); + for delta_action in self.get_delta_code() { + match &delta_action.action { + Action::Del => { + chunk_data.remove(delta_action.index); + } + Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), + Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, + } + } + chunk_data + } + fn get_index(&self) -> usize { + self.index + } + + fn get_type(&self) { + println!("Chunk with delta code") + } + + fn size(&self) -> usize { + self.size + } +} + +impl ChunkWithDeltaCode<'_> { + pub(crate) fn new( + chunk_index: usize, + chunk_size: usize, + link_leader_chunk: &dyn Chunk, + chunk_delta_code: Vec, + ) -> ChunkWithDeltaCode<'_> { + ChunkWithDeltaCode { + index: chunk_index, + size: chunk_size, + leader_chunk: link_leader_chunk, + delta_code: chunk_delta_code, + } + } + + pub(crate) fn get_data_leader_chunk(&self) -> Vec { + self.leader_chunk.get_data() + } + + pub(crate) fn get_delta_code(&self) -> &[DeltaAction] { + self.delta_code.as_slice() + } +} diff --git a/code_dir/src/my_lib/chunk_with_full_code.rs b/code_dir/src/my_lib/chunk_with_full_code.rs new file mode 100644 index 0000000..8d345b7 --- /dev/null +++ b/code_dir/src/my_lib/chunk_with_full_code.rs @@ -0,0 +1,42 @@ +use crate::my_lib::chunk::Chunk; +pub(crate) struct ChunkWithFullCode { + index: usize, + size: usize, + data: Vec, +} + +impl Chunk for ChunkWithFullCode { + fn decode(&self) { + for byte in self.get_data() { + print!("{}", byte as char); + } + } + fn get_data(&self) -> Vec { + self.data.clone() + } + fn get_index(&self) -> usize { + self.index + } + + fn get_type(&self) { + println!("Chunk with full code") + } + + fn size(&self) -> usize { + self.size + } +} + +impl ChunkWithFullCode { + pub(crate) fn new( + chunk_index: usize, + chunk_size: usize, + chunk_data: Vec, + ) -> ChunkWithFullCode { + ChunkWithFullCode { + index: chunk_index, + size: chunk_size, + data: chunk_data, + } + } +} diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/my_lib/graph.rs new file mode 100644 index 0000000..e3769b5 --- /dev/null +++ b/code_dir/src/my_lib/graph.rs @@ -0,0 +1,58 @@ +use crate::my_lib::chunk::Chunk; +use crate::my_lib::Edge; + +pub(super) struct Graph<'a> { + count_vertices: u32, + parent: Vec, + rank: Vec, + edges: &'a [Edge], +} + +impl Graph<'_> { + pub(crate) fn new(graph_count_vertices: usize, graph_edges: &[Edge]) -> Graph { + Graph { + count_vertices: graph_count_vertices as u32, + parent: (0..graph_count_vertices).collect(), + rank: vec![0u32; graph_count_vertices], + edges: graph_edges, + } + } + + fn union_set(&mut self, index_set_1: usize, index_set_2: usize) { + if self.rank[index_set_1] < self.rank[index_set_2] { + self.rank[index_set_2] += self.rank[index_set_1]; + self.parent[index_set_1] = self.parent[index_set_2]; + } else { + self.rank[index_set_1] += self.rank[index_set_2]; + self.parent[index_set_2] = self.parent[index_set_1]; + } + } + + fn find_set(&mut self, index_set: usize) -> usize { + if index_set != self.parent[index_set] { + self.parent[index_set] = self.find_set(self.parent[index_set]); + return self.parent[index_set]; + } + index_set + } + + pub(super) fn create_clusters_based_on_the_kraskal_algorithm<'a>( + &mut self, + chunks: &[&'a dyn Chunk], + ) -> Vec> { + for edge in self.edges { + let index_set_1 = self.find_set(edge.chunk_index_1); + let index_set_2 = self.find_set(edge.chunk_index_2); + if index_set_1 != index_set_2 { + self.union_set(index_set_1, index_set_2); + } + } + + let mut cluster: Vec> = vec![Vec::new(); self.count_vertices as usize]; + for (index_chunk, leader_index) in self.parent.iter().enumerate() { + cluster[*leader_index].push(chunks[index_chunk]); + } + + cluster + } +} diff --git a/code_dir/src/my_lib/levenshtein_functions.rs b/code_dir/src/my_lib/levenshtein_functions.rs new file mode 100644 index 0000000..15683ec --- /dev/null +++ b/code_dir/src/my_lib/levenshtein_functions.rs @@ -0,0 +1,76 @@ +use crate::my_lib::chunk::Chunk; +use std::cmp::min; +use Action::*; + +pub(crate) enum Action { + Del, + Add, + Rep, +} +pub(crate) struct DeltaAction { + pub(crate) action: Action, + pub(crate) index: usize, + pub(crate) byte_value: u8, +} + +pub(crate) fn coding(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec { + let data_chunk_x = chunk_x.get_data(); + let data_chunk_y = chunk_y.get_data(); + let matrix = levenshtein_matrix(data_chunk_y.as_slice(), data_chunk_x.as_slice()); + let mut delta_code_for_chunk_x: Vec = Vec::new(); + let mut x = data_chunk_x.len(); + let mut y = data_chunk_y.len(); + while x > 0 && y > 0 { + if (data_chunk_y[y - 1] != data_chunk_x[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { + delta_code_for_chunk_x.push(DeltaAction { + action: Rep, + index: y - 1, + byte_value: data_chunk_x[x - 1], + }); + x -= 1; + y -= 1; + } else if matrix[y - 1][x] < matrix[y][x] { + delta_code_for_chunk_x.push(DeltaAction { + action: Del, + index: y - 1, + byte_value: 0, + }); + y -= 1; + } else if matrix[y][x - 1] < matrix[y][x] { + delta_code_for_chunk_x.push(DeltaAction { + action: Add, + index: y - 1, + byte_value: data_chunk_x[x - 1], + }); + x -= 1; + } else { + x -= 1; + y -= 1; + } + } + delta_code_for_chunk_x +} + +pub(crate) fn levenshtein_distance(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> u32 { + let levenshtein_matrix = + levenshtein_matrix(chunk_y.get_data().as_slice(), chunk_x.get_data().as_slice()); + levenshtein_matrix[chunk_y.size()][chunk_x.size()] +} + +fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { + let mut levenshtein_matrix = vec![vec![0u32; data_chunk_x.len() + 1]; data_chunk_y.len() + 1]; + levenshtein_matrix[0] = (0..data_chunk_x.len() as u32 + 1).collect(); + for y in 1..data_chunk_y.len() + 1 { + levenshtein_matrix[y][0] = y as u32; + for x in 1..data_chunk_x.len() + 1 { + let add = levenshtein_matrix[y - 1][x] + 1; + let del = levenshtein_matrix[y][x - 1] + 1; + let mut replace = levenshtein_matrix[y - 1][x - 1]; + if data_chunk_y[y - 1] != data_chunk_x[x - 1] { + replace += 1; + } + levenshtein_matrix[y][x] = min(min(del, add), replace); + } + } + levenshtein_matrix +} From cb34836b6c5e3005c8f9e24a0a19c1f1b435e5b1 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 15 Apr 2024 16:48:22 +0300 Subject: [PATCH 006/132] delete new_branch --- code_dir/src/main.rs | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index f9cbae6..a3f7543 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -5,10 +5,9 @@ use crate::my_lib::chunk::Chunk; use crate::my_lib::chunk_with_delta_code::ChunkWithDeltaCode; use crate::my_lib::chunk_with_full_code::ChunkWithFullCode; use my_lib::*; -use fastcdc; fn main() { - let file = fs::File::open("test/test1.txt").expect("file not open"); + let file = fs::File::open("test1.txt").expect("file not open"); let buffer = BufReader::new(file); let mut chunks: Vec<&dyn Chunk> = Vec::new(); let mut chunks_with_full_code: Vec = Vec::new(); From 5694e08647b0de4d6c3623e0fb6d6fa6c109f55f Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 15 Apr 2024 17:05:52 +0300 Subject: [PATCH 007/132] test fastCDC --- code_dir/src/main.rs | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index a3f7543..fd22e6e 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -5,8 +5,15 @@ use crate::my_lib::chunk::Chunk; use crate::my_lib::chunk_with_delta_code::ChunkWithDeltaCode; use crate::my_lib::chunk_with_full_code::ChunkWithFullCode; use my_lib::*; +use fastcdc; fn main() { + let contents = std::fs::read("test/SekienAkashita.jpg").unwrap(); + let chunker = fastcdc::v2020::FastCDC::new(&contents, 16384, 22000, 65536); + for chunk in chunker { + println!("offset={} length={}", chunk.offset, chunk.length); + } + let file = fs::File::open("test1.txt").expect("file not open"); let buffer = BufReader::new(file); let mut chunks: Vec<&dyn Chunk> = Vec::new(); From fe49f75d1f58695dc455846e97b37db6923f0ca2 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 15 Apr 2024 20:13:40 +0300 Subject: [PATCH 008/132] fix from review --- code_dir/src/main.rs | 2 +- code_dir/src/my_lib/chunk_with_delta_code.rs | 18 +++++++-------- code_dir/src/my_lib/chunk_with_full_code.rs | 12 +++++----- code_dir/src/my_lib/graph.rs | 16 ++++++------- code_dir/src/my_lib/levenshtein_functions.rs | 6 ++--- code_dir/src/my_lib/mod.rs | 24 +++++++------------- 6 files changed, 35 insertions(+), 43 deletions(-) diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index fd22e6e..c79d348 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -32,7 +32,7 @@ fn main() { } let mut chunks_with_delta_code: Vec = Vec::new(); - encoding(chunks.as_mut_slice(), &mut chunks_with_delta_code); + encode(chunks.as_mut_slice(), &mut chunks_with_delta_code); for chunk in chunks { chunk.decode(); diff --git a/code_dir/src/my_lib/chunk_with_delta_code.rs b/code_dir/src/my_lib/chunk_with_delta_code.rs index ebcc170..1953162 100644 --- a/code_dir/src/my_lib/chunk_with_delta_code.rs +++ b/code_dir/src/my_lib/chunk_with_delta_code.rs @@ -15,7 +15,7 @@ impl Chunk for ChunkWithDeltaCode<'_> { } } fn get_data(&self) -> Vec { - let mut chunk_data: Vec = self.get_data_leader_chunk(); + let mut chunk_data = self.get_data_leader_chunk(); for delta_action in self.get_delta_code() { match &delta_action.action { Action::Del => { @@ -42,16 +42,16 @@ impl Chunk for ChunkWithDeltaCode<'_> { impl ChunkWithDeltaCode<'_> { pub(crate) fn new( - chunk_index: usize, - chunk_size: usize, - link_leader_chunk: &dyn Chunk, - chunk_delta_code: Vec, + index: usize, + size: usize, + leader_chunk: &dyn Chunk, + delta_code: Vec, ) -> ChunkWithDeltaCode<'_> { ChunkWithDeltaCode { - index: chunk_index, - size: chunk_size, - leader_chunk: link_leader_chunk, - delta_code: chunk_delta_code, + index, + size, + leader_chunk, + delta_code, } } diff --git a/code_dir/src/my_lib/chunk_with_full_code.rs b/code_dir/src/my_lib/chunk_with_full_code.rs index 8d345b7..d094430 100644 --- a/code_dir/src/my_lib/chunk_with_full_code.rs +++ b/code_dir/src/my_lib/chunk_with_full_code.rs @@ -29,14 +29,14 @@ impl Chunk for ChunkWithFullCode { impl ChunkWithFullCode { pub(crate) fn new( - chunk_index: usize, - chunk_size: usize, - chunk_data: Vec, + index: usize, + size: usize, + data: Vec, ) -> ChunkWithFullCode { ChunkWithFullCode { - index: chunk_index, - size: chunk_size, - data: chunk_data, + index, + size, + data, } } } diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/my_lib/graph.rs index e3769b5..40c696f 100644 --- a/code_dir/src/my_lib/graph.rs +++ b/code_dir/src/my_lib/graph.rs @@ -2,19 +2,19 @@ use crate::my_lib::chunk::Chunk; use crate::my_lib::Edge; pub(super) struct Graph<'a> { - count_vertices: u32, + vertex_count: u32, parent: Vec, rank: Vec, - edges: &'a [Edge], + edges: &'a Vec, } impl Graph<'_> { - pub(crate) fn new(graph_count_vertices: usize, graph_edges: &[Edge]) -> Graph { + pub(crate) fn new(vertex_count: usize, edges: &Vec) -> Graph { Graph { - count_vertices: graph_count_vertices as u32, - parent: (0..graph_count_vertices).collect(), - rank: vec![0u32; graph_count_vertices], - edges: graph_edges, + vertex_count: vertex_count as u32, + parent: (0..vertex_count).collect(), + rank: vec![0u32; vertex_count], + edges, } } @@ -48,7 +48,7 @@ impl Graph<'_> { } } - let mut cluster: Vec> = vec![Vec::new(); self.count_vertices as usize]; + let mut cluster: Vec> = vec![Vec::new(); self.vertex_count as usize]; for (index_chunk, leader_index) in self.parent.iter().enumerate() { cluster[*leader_index].push(chunks[index_chunk]); } diff --git a/code_dir/src/my_lib/levenshtein_functions.rs b/code_dir/src/my_lib/levenshtein_functions.rs index 15683ec..80631bd 100644 --- a/code_dir/src/my_lib/levenshtein_functions.rs +++ b/code_dir/src/my_lib/levenshtein_functions.rs @@ -13,11 +13,11 @@ pub(crate) struct DeltaAction { pub(crate) byte_value: u8, } -pub(crate) fn coding(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec { +pub(crate) fn delta_encode(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec { let data_chunk_x = chunk_x.get_data(); let data_chunk_y = chunk_y.get_data(); - let matrix = levenshtein_matrix(data_chunk_y.as_slice(), data_chunk_x.as_slice()); - let mut delta_code_for_chunk_x: Vec = Vec::new(); + let matrix = levenshtein_matrix(&data_chunk_y, &data_chunk_x); + let mut delta_code_for_chunk_x = Vec::new(); let mut x = data_chunk_x.len(); let mut y = data_chunk_y.len(); while x > 0 && y > 0 { diff --git a/code_dir/src/my_lib/mod.rs b/code_dir/src/my_lib/mod.rs index cc35beb..aaf62c7 100644 --- a/code_dir/src/my_lib/mod.rs +++ b/code_dir/src/my_lib/mod.rs @@ -16,7 +16,7 @@ struct Edge { } fn create_edges(chunks: &[&dyn Chunk]) -> Vec { let count_chunks = chunks.len(); - let mut graph_edges: Vec = Vec::new(); + let mut graph_edges = Vec::new(); for x in 0..count_chunks { for y in x + 1..count_chunks { @@ -34,7 +34,7 @@ fn create_edges(chunks: &[&dyn Chunk]) -> Vec { graph_edges } -fn find_index_chunk_leader(group: &[&dyn Chunk]) -> usize { +fn find_chunk_leader_index(group: &[&dyn Chunk]) -> usize { let mut sum_distance = vec![0u32; group.len()]; for chunk_index_1 in 0..group.len() { for chunk_index_2 in chunk_index_1 + 1..group.len() { @@ -43,37 +43,29 @@ fn find_index_chunk_leader(group: &[&dyn Chunk]) -> usize { sum_distance[chunk_index_2] += distance; } } - let mut min_sum_distance = u32::MAX; - let mut leader_index: usize = 0; - for (index_sum, sum) in sum_distance.iter().enumerate() { - if *sum < min_sum_distance { - leader_index = index_sum; - min_sum_distance = *sum; - } - } - - leader_index + let min_sum_distance = sum_distance.iter().min().unwrap(); + sum_distance.iter().position(|r| r == min_sum_distance).unwrap() } -pub(super) fn encoding<'a>( +pub(super) fn encode<'a>( chunks: &mut [&'a dyn Chunk], chunks_with_delta_code: &'a mut Vec>, ) { let graph_edges = create_edges(chunks); - let mut graph = Graph::new(chunks.len(), graph_edges.as_slice()); + let mut graph = Graph::new(chunks.len(), &graph_edges); let clusters = graph.create_clusters_based_on_the_kraskal_algorithm(chunks); for cluster in clusters { if cluster.is_empty() { continue; } - let leader_index = find_index_chunk_leader(cluster.as_slice()); + let leader_index = find_chunk_leader_index(cluster.as_slice()); let leader_link = cluster[leader_index]; for chunk in cluster { if chunk.get_index() == leader_index { continue; } - let delta_code = levenshtein_functions::coding(chunk, leader_link); + let delta_code = delta_encode(chunk, leader_link); chunks_with_delta_code.push(ChunkWithDeltaCode::new( chunk.get_index(), chunk.size(), From 792a52c3566fcf8b283884aa93bd51266a12cef0 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 15 Apr 2024 20:35:46 +0300 Subject: [PATCH 009/132] fix from review --- code_dir/src/my_lib/chunk_with_delta_code.rs | 6 +++--- code_dir/src/my_lib/graph.rs | 6 +++--- 2 files changed, 6 insertions(+), 6 deletions(-) diff --git a/code_dir/src/my_lib/chunk_with_delta_code.rs b/code_dir/src/my_lib/chunk_with_delta_code.rs index 1953162..fd653cf 100644 --- a/code_dir/src/my_lib/chunk_with_delta_code.rs +++ b/code_dir/src/my_lib/chunk_with_delta_code.rs @@ -14,19 +14,19 @@ impl Chunk for ChunkWithDeltaCode<'_> { print!("{}", byte as char); } } + fn get_data(&self) -> Vec { let mut chunk_data = self.get_data_leader_chunk(); for delta_action in self.get_delta_code() { match &delta_action.action { - Action::Del => { - chunk_data.remove(delta_action.index); - } + Action::Del => { chunk_data.remove(delta_action.index); } Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, } } chunk_data } + fn get_index(&self) -> usize { self.index } diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/my_lib/graph.rs index 40c696f..a71f9fc 100644 --- a/code_dir/src/my_lib/graph.rs +++ b/code_dir/src/my_lib/graph.rs @@ -48,11 +48,11 @@ impl Graph<'_> { } } - let mut cluster: Vec> = vec![Vec::new(); self.vertex_count as usize]; + let mut clusters = vec![Vec::new(); self.vertex_count as usize]; for (index_chunk, leader_index) in self.parent.iter().enumerate() { - cluster[*leader_index].push(chunks[index_chunk]); + clusters[*leader_index].push(chunks[index_chunk]); } - cluster + clusters } } From c87ba637080b25b48091daa8e8a971001f7a7282 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 18 Apr 2024 11:50:23 +0300 Subject: [PATCH 010/132] remove ChunkWithDeltaCode --- code_dir/src/my_lib/chunk_with_delta_code.rs | 65 -------------------- code_dir/src/my_lib/chunk_with_full_code.rs | 42 ------------- 2 files changed, 107 deletions(-) delete mode 100644 code_dir/src/my_lib/chunk_with_delta_code.rs delete mode 100644 code_dir/src/my_lib/chunk_with_full_code.rs diff --git a/code_dir/src/my_lib/chunk_with_delta_code.rs b/code_dir/src/my_lib/chunk_with_delta_code.rs deleted file mode 100644 index fd653cf..0000000 --- a/code_dir/src/my_lib/chunk_with_delta_code.rs +++ /dev/null @@ -1,65 +0,0 @@ -use crate::my_lib::chunk::Chunk; -use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; - -pub(crate) struct ChunkWithDeltaCode<'a> { - index: usize, - size: usize, - leader_chunk: &'a dyn Chunk, - delta_code: Vec, -} - -impl Chunk for ChunkWithDeltaCode<'_> { - fn decode(&self) { - for byte in self.get_data() { - print!("{}", byte as char); - } - } - - fn get_data(&self) -> Vec { - let mut chunk_data = self.get_data_leader_chunk(); - for delta_action in self.get_delta_code() { - match &delta_action.action { - Action::Del => { chunk_data.remove(delta_action.index); } - Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), - Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, - } - } - chunk_data - } - - fn get_index(&self) -> usize { - self.index - } - - fn get_type(&self) { - println!("Chunk with delta code") - } - - fn size(&self) -> usize { - self.size - } -} - -impl ChunkWithDeltaCode<'_> { - pub(crate) fn new( - index: usize, - size: usize, - leader_chunk: &dyn Chunk, - delta_code: Vec, - ) -> ChunkWithDeltaCode<'_> { - ChunkWithDeltaCode { - index, - size, - leader_chunk, - delta_code, - } - } - - pub(crate) fn get_data_leader_chunk(&self) -> Vec { - self.leader_chunk.get_data() - } - - pub(crate) fn get_delta_code(&self) -> &[DeltaAction] { - self.delta_code.as_slice() - } -} diff --git a/code_dir/src/my_lib/chunk_with_full_code.rs b/code_dir/src/my_lib/chunk_with_full_code.rs deleted file mode 100644 index d094430..0000000 --- a/code_dir/src/my_lib/chunk_with_full_code.rs +++ /dev/null @@ -1,42 +0,0 @@ -use crate::my_lib::chunk::Chunk; -pub(crate) struct ChunkWithFullCode { - index: usize, - size: usize, - data: Vec, -} - -impl Chunk for ChunkWithFullCode { - fn decode(&self) { - for byte in self.get_data() { - print!("{}", byte as char); - } - } - fn get_data(&self) -> Vec { - self.data.clone() - } - fn get_index(&self) -> usize { - self.index - } - - fn get_type(&self) { - println!("Chunk with full code") - } - - fn size(&self) -> usize { - self.size - } -} - -impl ChunkWithFullCode { - pub(crate) fn new( - index: usize, - size: usize, - data: Vec, - ) -> ChunkWithFullCode { - ChunkWithFullCode { - index, - size, - data, - } - } -} From f185382391e12331135515185e85d6598991e9a9 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 18 Apr 2024 11:51:54 +0300 Subject: [PATCH 011/132] encode data from a file --- code_dir/Cargo.toml | 1 + code_dir/src/my_lib/chunk.rs | 34 ++++-- code_dir/src/my_lib/graph.rs | 38 ++++--- code_dir/src/my_lib/levenshtein_functions.rs | 17 ++- code_dir/src/my_lib/mod.rs | 104 +++++++++++++------ 5 files changed, 132 insertions(+), 62 deletions(-) diff --git a/code_dir/Cargo.toml b/code_dir/Cargo.toml index 7406789..baf57b6 100644 --- a/code_dir/Cargo.toml +++ b/code_dir/Cargo.toml @@ -7,3 +7,4 @@ edition = "2021" [dependencies] fastcdc = "3.1.0" +memmap2 = "0.9.4" \ No newline at end of file diff --git a/code_dir/src/my_lib/chunk.rs b/code_dir/src/my_lib/chunk.rs index 5c7f1aa..f906051 100644 --- a/code_dir/src/my_lib/chunk.rs +++ b/code_dir/src/my_lib/chunk.rs @@ -1,10 +1,32 @@ -pub(crate) trait Chunk { - fn decode(&self); +pub(crate) struct Chunk<'a> { + pub(crate) offset: usize, + length: usize, + pub(crate) data: &'a [u8], +} + +impl Chunk<'_> { + pub(crate) fn new( + offset: usize, + length: usize, + data: &[u8], + ) -> Chunk { + Chunk { + offset, + length, + data, + } + } + + pub(crate) fn get_data(&self) -> Vec { + self.data.to_vec() + } - fn get_data(&self) -> Vec; - fn get_index(&self) -> usize; + pub(crate) fn get_offset(&self) -> usize { + self.offset + } - fn get_type(&self); - fn size(&self) -> usize; + pub(crate) fn get_length(&self) -> usize { + self.length + } } diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/my_lib/graph.rs index a71f9fc..aad507d 100644 --- a/code_dir/src/my_lib/graph.rs +++ b/code_dir/src/my_lib/graph.rs @@ -1,9 +1,7 @@ -use crate::my_lib::chunk::Chunk; use crate::my_lib::Edge; pub(super) struct Graph<'a> { - vertex_count: u32, - parent: Vec, + parents: Vec, rank: Vec, edges: &'a Vec, } @@ -11,8 +9,7 @@ pub(super) struct Graph<'a> { impl Graph<'_> { pub(crate) fn new(vertex_count: usize, edges: &Vec) -> Graph { Graph { - vertex_count: vertex_count as u32, - parent: (0..vertex_count).collect(), + parents: (0..vertex_count).collect(), rank: vec![0u32; vertex_count], edges, } @@ -21,25 +18,22 @@ impl Graph<'_> { fn union_set(&mut self, index_set_1: usize, index_set_2: usize) { if self.rank[index_set_1] < self.rank[index_set_2] { self.rank[index_set_2] += self.rank[index_set_1]; - self.parent[index_set_1] = self.parent[index_set_2]; + self.parents[index_set_1] = self.parents[index_set_2]; } else { self.rank[index_set_1] += self.rank[index_set_2]; - self.parent[index_set_2] = self.parent[index_set_1]; + self.parents[index_set_2] = self.parents[index_set_1]; } } fn find_set(&mut self, index_set: usize) -> usize { - if index_set != self.parent[index_set] { - self.parent[index_set] = self.find_set(self.parent[index_set]); - return self.parent[index_set]; + if index_set != self.parents[index_set] { + self.parents[index_set] = self.find_set(self.parents[index_set]); + return self.parents[index_set]; } index_set } - pub(super) fn create_clusters_based_on_the_kraskal_algorithm<'a>( - &mut self, - chunks: &[&'a dyn Chunk], - ) -> Vec> { + pub(super) fn create_clusters_based_on_the_kraskal_algorithm(&mut self) -> Vec { for edge in self.edges { let index_set_1 = self.find_set(edge.chunk_index_1); let index_set_2 = self.find_set(edge.chunk_index_2); @@ -47,12 +41,16 @@ impl Graph<'_> { self.union_set(index_set_1, index_set_2); } } - - let mut clusters = vec![Vec::new(); self.vertex_count as usize]; - for (index_chunk, leader_index) in self.parent.iter().enumerate() { - clusters[*leader_index].push(chunks[index_chunk]); + for vertex in 0..self.parents.len() { + self.parents[vertex] = self.find_set(self.parents[vertex]); } - - clusters + self.parents.to_vec() + // + // let mut clusters = vec![Vec::new(); self.vertex_count as usize]; + // for (index_chunk, parent_index) in self.parents.iter().enumerate() { + // clusters[*parent_index].push(index_chunk); + // } + // + // clusters } } diff --git a/code_dir/src/my_lib/levenshtein_functions.rs b/code_dir/src/my_lib/levenshtein_functions.rs index 80631bd..bf2ba47 100644 --- a/code_dir/src/my_lib/levenshtein_functions.rs +++ b/code_dir/src/my_lib/levenshtein_functions.rs @@ -7,16 +7,20 @@ pub(crate) enum Action { Add, Rep, } + pub(crate) struct DeltaAction { pub(crate) action: Action, pub(crate) index: usize, pub(crate) byte_value: u8, } -pub(crate) fn delta_encode(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec { +pub(crate) fn delta_encode( + chunk_x: &Chunk, + chunk_y: &Chunk, +) -> Vec { let data_chunk_x = chunk_x.get_data(); let data_chunk_y = chunk_y.get_data(); - let matrix = levenshtein_matrix(&data_chunk_y, &data_chunk_x); + let matrix = levenshtein_matrix(data_chunk_x.as_slice(), data_chunk_y.as_slice()); let mut delta_code_for_chunk_x = Vec::new(); let mut x = data_chunk_x.len(); let mut y = data_chunk_y.len(); @@ -51,10 +55,13 @@ pub(crate) fn delta_encode(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec u32 { +pub(crate) fn levenshtein_distance( + chunk_x: &Chunk, + chunk_y: &Chunk, +) -> u32 { let levenshtein_matrix = - levenshtein_matrix(chunk_y.get_data().as_slice(), chunk_x.get_data().as_slice()); - levenshtein_matrix[chunk_y.size()][chunk_x.size()] + levenshtein_matrix(chunk_x.get_data().as_slice(), chunk_y.get_data().as_slice()); + levenshtein_matrix[chunk_y.get_length()][chunk_x.get_length()] } fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { diff --git a/code_dir/src/my_lib/mod.rs b/code_dir/src/my_lib/mod.rs index aaf62c7..75350e3 100644 --- a/code_dir/src/my_lib/mod.rs +++ b/code_dir/src/my_lib/mod.rs @@ -1,27 +1,28 @@ pub(super) mod chunk; -pub(super) mod chunk_with_delta_code; -pub(super) mod chunk_with_full_code; +pub(super) mod decode; mod graph; mod levenshtein_functions; use chunk::Chunk; -use chunk_with_delta_code::ChunkWithDeltaCode; use graph::Graph; use levenshtein_functions::*; +use std::fs::File; +use std::io::Write; struct Edge { weight: u32, chunk_index_1: usize, chunk_index_2: usize, } -fn create_edges(chunks: &[&dyn Chunk]) -> Vec { + +fn create_edges(chunks: &[Chunk]) -> Vec { let count_chunks = chunks.len(); let mut graph_edges = Vec::new(); for x in 0..count_chunks { for y in x + 1..count_chunks { - let dist = levenshtein_distance(chunks[x], chunks[y]); - if dist < 3 { + let dist = levenshtein_distance(&chunks[x], &chunks[y]); + if dist <= 50 { graph_edges.push(Edge { weight: dist, chunk_index_1: y, @@ -34,47 +35,88 @@ fn create_edges(chunks: &[&dyn Chunk]) -> Vec { graph_edges } -fn find_chunk_leader_index(group: &[&dyn Chunk]) -> usize { +#[allow(dead_code)] +fn find_chunk_leader_index(group: &[Chunk]) -> usize { let mut sum_distance = vec![0u32; group.len()]; for chunk_index_1 in 0..group.len() { for chunk_index_2 in chunk_index_1 + 1..group.len() { - let distance = levenshtein_distance(group[chunk_index_1], group[chunk_index_2]); + let distance = levenshtein_distance(&group[chunk_index_1], &group[chunk_index_2]); sum_distance[chunk_index_1] += distance; sum_distance[chunk_index_2] += distance; } } let min_sum_distance = sum_distance.iter().min().unwrap(); - sum_distance.iter().position(|r| r == min_sum_distance).unwrap() + sum_distance + .iter() + .position(|r| r == min_sum_distance) + .unwrap() +} + +pub(super) fn write_to_file_chunk_with_full_code(chunk: &Chunk, output: &mut File) { + output.write_all(&0u8.to_ne_bytes()).expect("write failed"); + output + .write_all(&chunk.get_length().to_ne_bytes()) + .expect("write failed"); + output.write_all(&chunk.data).expect("write failed"); } -pub(super) fn encode<'a>( - chunks: &mut [&'a dyn Chunk], - chunks_with_delta_code: &'a mut Vec>, +fn write_to_file_chunk_with_delta_code( + offset_leader_chunk: usize, + delta_code: Vec, + output: &mut File, ) { + output.write_all(&1u8.to_ne_bytes()).expect("write failed"); + let size = delta_code.len() * 10; + output.write_all(&size.to_ne_bytes()).expect("write failed"); + output + .write_all(&offset_leader_chunk.to_ne_bytes()) + .expect("write failed"); + + for action in delta_code { + let action_id : u8; + match action.action { + Action::Del => action_id = 0, + Action::Add => action_id = 1, + Action::Rep => action_id = 2, + } + output + .write_all(&action_id.to_ne_bytes()) + .expect("write failed"); + output + .write_all(&action.index.to_ne_bytes()) + .expect("write failed"); + output + .write_all(&action.byte_value.to_ne_bytes()) + .expect("write failed"); + } +} + +pub(super) fn encode(chunks: &mut [Chunk], path: &str) { + let mut file = File::create(path).expect("file not create"); let graph_edges = create_edges(chunks); let mut graph = Graph::new(chunks.len(), &graph_edges); - let clusters = graph.create_clusters_based_on_the_kraskal_algorithm(chunks); - for cluster in clusters { - if cluster.is_empty() { - continue; + let leaders = graph.create_clusters_based_on_the_kraskal_algorithm(); + let mut offset = 0usize; + + for (chunk_index, leader_index) in leaders.iter().enumerate() { + if *leader_index == chunk_index { + chunks[*leader_index].offset = offset; + offset += chunks[chunk_index].get_length() + 9; + } else { + offset += delta_encode(&chunks[chunk_index], &chunks[*leader_index]).len() * 10 + 17; } - let leader_index = find_chunk_leader_index(cluster.as_slice()); - let leader_link = cluster[leader_index]; - for chunk in cluster { - if chunk.get_index() == leader_index { - continue; - } - let delta_code = delta_encode(chunk, leader_link); - chunks_with_delta_code.push(ChunkWithDeltaCode::new( - chunk.get_index(), - chunk.size(), - leader_link, + } + for (chunk_index, leader_index) in leaders.iter().enumerate() { + if *leader_index == chunk_index { + write_to_file_chunk_with_full_code(&chunks[chunk_index], &mut file); + } else { + let delta_code = delta_encode(&chunks[chunk_index], &chunks[*leader_index]); + write_to_file_chunk_with_delta_code( + chunks[*leader_index].get_offset(), delta_code, - )); + &mut file, + ); } } - for chunk_with_delta_code in chunks_with_delta_code { - chunks[chunk_with_delta_code.get_index() - 1] = chunk_with_delta_code; - } } From 12f6c2fc3177a41e4b910b2c99de83233b90e53b Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 18 Apr 2024 11:52:53 +0300 Subject: [PATCH 012/132] decode data from a file --- code_dir/src/main.rs | 50 ++-- code_dir/src/my_lib/decode.rs | 114 ++++++++ code_dir/test/test1.txt | 476 ++++++++++++++++++++++++++++++++++ code_dir/test1.txt | 100 ------- 4 files changed, 609 insertions(+), 131 deletions(-) create mode 100644 code_dir/src/my_lib/decode.rs create mode 100644 code_dir/test/test1.txt delete mode 100644 code_dir/test1.txt diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index c79d348..34ee86f 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -1,41 +1,29 @@ -use std::fs; -use std::io::{BufRead, BufReader}; mod my_lib; -use crate::my_lib::chunk::Chunk; -use crate::my_lib::chunk_with_delta_code::ChunkWithDeltaCode; -use crate::my_lib::chunk_with_full_code::ChunkWithFullCode; +mod read_functions; +use memmap2::Mmap; +use my_lib::chunk::Chunk; use my_lib::*; -use fastcdc; +use std::fs::File; fn main() { - let contents = std::fs::read("test/SekienAkashita.jpg").unwrap(); - let chunker = fastcdc::v2020::FastCDC::new(&contents, 16384, 22000, 65536); - for chunk in chunker { - println!("offset={} length={}", chunk.offset, chunk.length); - } + let path = "test/test1.txt"; - let file = fs::File::open("test1.txt").expect("file not open"); - let buffer = BufReader::new(file); - let mut chunks: Vec<&dyn Chunk> = Vec::new(); - let mut chunks_with_full_code: Vec = Vec::new(); - let mut chunk_index: usize = 0; - for line in buffer.lines() { - chunk_index += 1; - let chunk_data: Vec = line.unwrap().bytes().collect(); - let chunk_size = chunk_data.len(); - let chunk = ChunkWithFullCode::new(chunk_index, chunk_size, chunk_data); - chunks_with_full_code.push(chunk); - } + let input = File::open(path).expect("file not open"); + let memory_map = unsafe { Mmap::map(&input).expect("Failed to create memory map") }; - for chunk in &chunks_with_full_code { - chunks.push(chunk); - } - - let mut chunks_with_delta_code: Vec = Vec::new(); - encode(chunks.as_mut_slice(), &mut chunks_with_delta_code); + let mut chunks_with_full_code = Vec::new(); + let contents = std::fs::read(path).unwrap(); + let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); for chunk in chunks { - chunk.decode(); - println!(); + println!("offset={} length={}", chunk.offset, chunk.length); + chunks_with_full_code.push(Chunk::new( + chunk.offset, + chunk.length, + &memory_map[chunk.offset..chunk.length + chunk.offset], + )); } + + encode(chunks_with_full_code.as_mut_slice(), "test_out.chunks"); + decode::decode_file_with_chunks("test_out.chunks", "test_decode.txt") } diff --git a/code_dir/src/my_lib/decode.rs b/code_dir/src/my_lib/decode.rs new file mode 100644 index 0000000..473a060 --- /dev/null +++ b/code_dir/src/my_lib/decode.rs @@ -0,0 +1,114 @@ +use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; +use memmap2::Mmap; +use std::fs::File; +use std::io::Write; + +pub(crate) fn decode_file_with_chunks(input_path: &str, output_path: &str) { + let input = File::open(input_path).expect("file not open"); + let mut output = File::create(output_path).expect("file not create"); + + let memory_map = unsafe { Mmap::map(&input).expect("Failed to create memory map") }; + let mut offset = 0usize; + let header_size = 9usize; + let max_offset = input.metadata().unwrap().len() as usize; + + while offset < max_offset { + let header_chunk = &memory_map[offset..offset + header_size]; + match header_chunk[0] { + 0 => { + let mut length_arr = [0u8; 8]; + for index_length in 0..8 { + length_arr[index_length] = header_chunk[index_length + 1]; + } + let length = + unsafe { std::mem::transmute::<[u8; 8], u64>(length_arr) }.to_le() as usize; + + output + .write_all(&memory_map[offset + header_size..offset + header_size + length]) + .expect("write failed"); + + offset += length + header_size; + } + 1 => { + let mut length_arr = [0u8; 8]; + for index_length in 0..8 { + length_arr[index_length] = header_chunk[index_length + 1]; + } + let length = + unsafe { std::mem::transmute::<[u8; 8], u64>(length_arr) }.to_le() as usize; + + let mut offset_leader_chunk_arr = [0u8; 8]; + let offset_leader_chunk_slice = + &memory_map[offset + header_size..offset + header_size + 8]; + for index_offset in 0..8 { + offset_leader_chunk_arr[index_offset] = offset_leader_chunk_slice[index_offset]; + } + let offset_leader_chunk = + unsafe { std::mem::transmute::<[u8; 8], u64>(offset_leader_chunk_arr) }.to_le() + as usize; + + let mut length_leader_chunk_arr = [0u8; 8]; + + let length_leader_chunk_slice = + &memory_map[offset_leader_chunk..offset_leader_chunk + header_size]; + for index_length in 0..8 { + length_leader_chunk_arr[index_length] = + length_leader_chunk_slice[index_length + 1]; + } + let length_leader_chunk = + unsafe { std::mem::transmute::<[u8; 8], u64>(length_leader_chunk_arr) }.to_le() + as usize; + let mut data_leader_chunk = (&memory_map[offset_leader_chunk + header_size + ..offset_leader_chunk + header_size + length_leader_chunk]) + .to_vec(); + + let delta_code_slice = + &memory_map[offset + header_size + 8..offset + header_size + 8 + length]; + let mut action_index = 0; + while action_index < length { + let action: Action; + match delta_code_slice[action_index] { + 0 => action = Action::Del, + 1 => action = Action::Add, + 2 => action = Action::Rep, + other_byte => panic!("There is no action with number {}!", other_byte), + } + let mut action_cursor_arr = [0u8; 8]; + for index_byte_for_cursor in 1..9 { + action_cursor_arr[index_byte_for_cursor - 1] = + delta_code_slice[action_index + index_byte_for_cursor]; + } + let action_cursor = + unsafe { std::mem::transmute::<[u8; 8], u64>(action_cursor_arr) }.to_le() + as usize; + let action_byte_value = delta_code_slice[action_index + 9]; + let delta_action = DeltaAction { + action, + index: action_cursor, + byte_value: action_byte_value, + }; + + match delta_action.action { + Action::Del => { + data_leader_chunk.remove(delta_action.index); + } + Action::Add => { + data_leader_chunk.insert(delta_action.index, delta_action.byte_value) + } + Action::Rep => { + data_leader_chunk[delta_action.index] = delta_action.byte_value + } + } + + action_index += 10; + } + output + .write_all(data_leader_chunk.as_slice()) + .expect("write failed"); + + offset += length + header_size + 8; + } + other_byte => panic!("There is no chunk with ID {}!", other_byte), + } + } +} diff --git a/code_dir/test/test1.txt b/code_dir/test/test1.txt new file mode 100644 index 0000000..9d47b38 --- /dev/null +++ b/code_dir/test/test1.txt @@ -0,0 +1,476 @@ +водоворот +водительский +водила +вовлечённый +вогнать +водород +вовлечь +водичка +вовнутрь +водолаз +водопровод +вобрать +вовне +вовлекать +водопроводный +водохранилище +водосточный +водопой +водородный +водица +магистраль +ма +мадонна +магнат +магистрат +майонез +мавр +мавзолей +мазать +магнетизм +майна +мажордом +магазинный +мазнуть +магически +магнитофонный +мазут +магнолия +мазок +магний +майдан +магма +магнетический +магистральный +мадера +маечка +мадмуазель +макака +мавританский +мае +мазохизм +мадьяр +мазанка +мазохист +мажор +маис +мазня +магнитола +магометанин +мазурка +майорский +магистратура +мажорный +маар +магистерский +маисовый +мавка +магараджа +магометанский +маз +майорат +майоран +мадригал +мазаться +мазаный +мазила +маета +мадьярский +мазер +мазурик +маго +магниевый +магарыч +магнезия +магометанство +мазутный +мазурина +магнум +мазар +мазохистка +мазка +мазурский +майордом +магнето +маза +магматический +магнитометр +майорша +магистратский +магнетизёр +магнитик +майнер +мажоритарный +магнитосфера +мавританка +мазу +мазкий +магизм +майолика +мазануть +мадия +маетность +магнитофончик +магнетически +мазилка +магнетит +маглев +мазанный +магнитоплан +водоворот +водительский +водила +вовлечённый +вогнать +водород +вовлечь +водичка +вовнутрь +водолаз +водопровод +вобрать +вовне +вовлекать +водопроводный +водохранилище +водосточный +водопой +водородный +водица +магистраль +ма +мадонна +магнат +магистрат +майонез +мавр +мавзолей +мазать +магнетизм +майна +мажордом +магазинный +мазнуть +магически +магнитофонный +мазут +магнолия +мазок +магний +майдан +магма +магнетический +магистральный +мадера +маечка +мадмуазель +макака +мавританский +мае +мазохизм +мадьяр +мазанка +мазохист +мажор +маис +мазня +магнитола +магометанин +мазурка +майорский +магистратура +мажорный +маар +магистерский +маисовый +мавка +магараджа +магометанский +маз +майорат +майоран +мадригал +мазаться +мазаный +мазила +маета +мадьярский +мазер +мазурик +маго +магниевый +магарыч +магнезия +магометанство +мазутный +мазурина +магнум +мазар +мазохистка +мазка +мазурский +майордом +магнето +маза +магматический +магнитометр +майорша +магистратский +магнетизёр +магнитик +майнер +мажоритарный +магнитосфера +мавританка +мазу +мазкий +магизм +майолика +мазануть +мадия +маетность +магнитофончик +магнетически +мазилка +магнетит +маглев +мазанный +магнитоплан +водоворот +водительский +водила +вовлечённый +вогнать +водород +вовлечь +водичка +вовнутрь +водолаз +водопровод +вобрать +вовне +вовлекать +водопроводный +водохранилище +водосточный +водопой +водородный +водица +магистраль +ма +мадонна +магнат +магистрат +майонез +мавр +мавзолей +мазать +магнетизм +майна +мажордом +магазинный +мазнуть +магически +магнитофонный +мазут +магнолия +мазок +магний +майдан +магма +магнетический +магистральный +мадера +маечка +мадмуазель +макака +мавританский +мае +мазохизм +мадьяр +мазанка +мазохист +мажор +маис +мазня +магнитола +магометанин +мазурка +майорский +магистратура +мажорный +маар +магистерский +маисовый +мавка +магараджа +магометанский +маз +майорат +майоран +мадригал +мазаться +мазаный +мазила +маета +мадьярский +мазер +мазурик +маго +магниевый +магарыч +магнезия +магометанство +мазутный +мазурина +магнум +мазар +мазохистка +мазка +мазурский +майордом +магнето +маза +магматический +магнитометр +майорша +магистратский +магнетизёр +магнитик +майнер +мажоритарный +магнитосфера +мавританка +мазу +мазкий +магизм +майолика +мазануть +мадия +маетность +магнитофончик +магнетически +мазилка +магнетит +маглев +мазанный +магнитоплан +водоворот +водительский +водила +вовлечённый +вогнать +водород +вовлечь +водичка +вовнутрь +водолаз +водопровод +вобрать +вовне +вовлекать +водопроводный +водохранилище +водосточный +водопой +водородный +водица +магистраль +ма +мадонна +магнат +магистрат +майонез +мавр +мавзолей +мазать +магнетизм +майна +мажордом +магазинный +мазнуть +магически +магнитофонный +мазут +магнолия +мазок +магний +майдан +магма +магнетический +магистральный +мадера +маечка +мадмуазель +макака +мавританский +мае +мазохизм +мадьяр +мазанка +мазохист +мажор +маис +мазня +магнитола +магометанин +мазурка +майорский +магистратура +мажорный +маар +магистерский +маисовый +мавка +магараджа +магометанский +маз +майорат +майоран +мадригал +мазаться +мазаный +мазила +маета +мадьярский +мазер +мазурик +маго +магниевый +магарыч +магнезия +магометанство +мазутный +мазурина +магнум +мазар +мазохистка +мазка +мазурский +майордом +магнето +маза +магматический +магнитометр +майорша +магистратский +магнетизёр +магнитик +майнер +мажоритарный +магнитосфера +мавританка +мазу +мазкий +магизм +майолика +мазануть +мадия +маетность +магнитофончик +магнетически +мазилка +магнетит +маглев +мазанный +магнитоплан diff --git a/code_dir/test1.txt b/code_dir/test1.txt deleted file mode 100644 index da47ad6..0000000 --- a/code_dir/test1.txt +++ /dev/null @@ -1,100 +0,0 @@ -0a3PD -MalAr -jzf6c -sHxds -AvSd3 -2pxFw -49J2R -lvj7l -JRmWp -oQOPt -ZKnE3 -esboh -KqI4R -xZB1a -4xFJy -a1xHZ -hHs9G -MYY2w -gsYax -o4hzm -kd34V -DiUkm -N6W5F -qvLi4 -tV86M -Ttjc1 -jUEKy -KK4bu -8eGH9 -6VtJD -Faikf -j0Oys -UxIiy -CL5Fb -hE5Fn -aGSXD -bqCvX -QnK0e -m98Qy -vGtAk -P9Jtt -7QoOE -FY08b -KciT4 -EXkmw -59oDH -dOqXd -2pkjm -hpUYW -N82Fv -3vRWp -KhFTl -HrkYu -VRrt5 -66lsb -N6qt6 -6vbns -2etBr -715fN -3VOgL -n4v1o -cfuXz -xEyJa -EJJ0q -ZVCJR -GwTlt -wHonT -9s6EW -3JN2x -m3sGr -drRdE -pq0Y7 -v4Cab -X3jPX -y7HC4 -7njCY -eme9j -eez0X -YtL90 -5HhNY -8gRP5 -N1aFr -ekUpV -h97nx -a1gb3 -z0ZXs -rXIUK -0T5EZ -PqvEz -b2Rjo -FKs6S -2ERJC -EkQpv -UjObb -N5tef -YQUEp -OU2b1 -Xx9Mi -hNrt8 -wwGK7 \ No newline at end of file From 6d926fd77ab87e11095db815d343af013f20d712 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 18 Apr 2024 11:58:20 +0300 Subject: [PATCH 013/132] decode data from a file --- code_dir/src/main.rs | 1 - 1 file changed, 1 deletion(-) diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index 34ee86f..58abfb3 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -1,5 +1,4 @@ mod my_lib; -mod read_functions; use memmap2::Mmap; use my_lib::chunk::Chunk; use my_lib::*; From 7fae8d7fdf6377018509b24fa34ceefd42e3871e Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Fri, 19 Apr 2024 17:11:02 +0300 Subject: [PATCH 014/132] fix from review --- code_dir/src/main.rs | 11 ++--- code_dir/src/my_lib/chunk.rs | 1 - code_dir/src/my_lib/decode.rs | 77 ++++++++++++++--------------------- code_dir/src/my_lib/graph.rs | 7 ---- code_dir/src/my_lib/mod.rs | 40 +++++++++--------- 5 files changed, 55 insertions(+), 81 deletions(-) diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index 58abfb3..207a4fd 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -4,11 +4,11 @@ use my_lib::chunk::Chunk; use my_lib::*; use std::fs::File; -fn main() { +fn main() -> Result<(), std::io::Error>{ let path = "test/test1.txt"; - let input = File::open(path).expect("file not open"); - let memory_map = unsafe { Mmap::map(&input).expect("Failed to create memory map") }; + let input = File::open(path)?; + let memory_map = unsafe { Mmap::map(&input)? }; let mut chunks_with_full_code = Vec::new(); let contents = std::fs::read(path).unwrap(); @@ -23,6 +23,7 @@ fn main() { )); } - encode(chunks_with_full_code.as_mut_slice(), "test_out.chunks"); - decode::decode_file_with_chunks("test_out.chunks", "test_decode.txt") + let _ = encode(chunks_with_full_code.as_mut_slice(), "test_out.chunks"); + let _ = decode::decode_file_with_chunks("test_out.chunks", "test_decode.txt"); + Ok(()) } diff --git a/code_dir/src/my_lib/chunk.rs b/code_dir/src/my_lib/chunk.rs index f906051..8351f9b 100644 --- a/code_dir/src/my_lib/chunk.rs +++ b/code_dir/src/my_lib/chunk.rs @@ -25,7 +25,6 @@ impl Chunk<'_> { self.offset } - pub(crate) fn get_length(&self) -> usize { self.length } diff --git a/code_dir/src/my_lib/decode.rs b/code_dir/src/my_lib/decode.rs index 473a060..77ccae9 100644 --- a/code_dir/src/my_lib/decode.rs +++ b/code_dir/src/my_lib/decode.rs @@ -3,11 +3,11 @@ use memmap2::Mmap; use std::fs::File; use std::io::Write; -pub(crate) fn decode_file_with_chunks(input_path: &str, output_path: &str) { - let input = File::open(input_path).expect("file not open"); - let mut output = File::create(output_path).expect("file not create"); +pub(crate) fn decode_file_with_chunks(input_path: &str, output_path: &str) -> Result<(), std::io::Error>{ + let input = File::open(input_path)?; + let mut output = File::create(output_path)?; - let memory_map = unsafe { Mmap::map(&input).expect("Failed to create memory map") }; + let memory_map = unsafe { Mmap::map(&input)? }; let mut offset = 0usize; let header_size = 9usize; let max_offset = input.metadata().unwrap().len() as usize; @@ -17,74 +17,57 @@ pub(crate) fn decode_file_with_chunks(input_path: &str, output_path: &str) { match header_chunk[0] { 0 => { let mut length_arr = [0u8; 8]; - for index_length in 0..8 { - length_arr[index_length] = header_chunk[index_length + 1]; - } - let length = - unsafe { std::mem::transmute::<[u8; 8], u64>(length_arr) }.to_le() as usize; + length_arr.copy_from_slice(&header_chunk[1..(8 + 1)]); + let length = u64::from_le_bytes(length_arr) as usize; output - .write_all(&memory_map[offset + header_size..offset + header_size + length]) - .expect("write failed"); - + .write_all(&memory_map[offset + header_size..offset + header_size + length])?; offset += length + header_size; } 1 => { let mut length_arr = [0u8; 8]; - for index_length in 0..8 { - length_arr[index_length] = header_chunk[index_length + 1]; - } - let length = - unsafe { std::mem::transmute::<[u8; 8], u64>(length_arr) }.to_le() as usize; + length_arr.copy_from_slice(&header_chunk[1..(8 + 1)]); + let length = u64::from_le_bytes(length_arr).to_le() as usize; let mut offset_leader_chunk_arr = [0u8; 8]; - let offset_leader_chunk_slice = - &memory_map[offset + header_size..offset + header_size + 8]; - for index_offset in 0..8 { - offset_leader_chunk_arr[index_offset] = offset_leader_chunk_slice[index_offset]; - } + offset_leader_chunk_arr.copy_from_slice(&memory_map[offset + header_size..offset + header_size + 8]); let offset_leader_chunk = unsafe { std::mem::transmute::<[u8; 8], u64>(offset_leader_chunk_arr) }.to_le() as usize; - let mut length_leader_chunk_arr = [0u8; 8]; - let length_leader_chunk_slice = - &memory_map[offset_leader_chunk..offset_leader_chunk + header_size]; - for index_length in 0..8 { - length_leader_chunk_arr[index_length] = - length_leader_chunk_slice[index_length + 1]; - } + let mut length_leader_chunk_arr = [0u8; 8]; + length_leader_chunk_arr.copy_from_slice(&memory_map[offset_leader_chunk+1..offset_leader_chunk + header_size]); let length_leader_chunk = unsafe { std::mem::transmute::<[u8; 8], u64>(length_leader_chunk_arr) }.to_le() as usize; - let mut data_leader_chunk = (&memory_map[offset_leader_chunk + header_size - ..offset_leader_chunk + header_size + length_leader_chunk]) + + + let mut data_leader_chunk = memory_map[offset_leader_chunk + header_size + ..offset_leader_chunk + header_size + length_leader_chunk] .to_vec(); let delta_code_slice = &memory_map[offset + header_size + 8..offset + header_size + 8 + length]; let mut action_index = 0; while action_index < length { - let action: Action; - match delta_code_slice[action_index] { - 0 => action = Action::Del, - 1 => action = Action::Add, - 2 => action = Action::Rep, + let action: Action = match delta_code_slice[action_index] { + 0 => Action::Del, + 1 => Action::Add, + 2 => Action::Rep, other_byte => panic!("There is no action with number {}!", other_byte), - } - let mut action_cursor_arr = [0u8; 8]; - for index_byte_for_cursor in 1..9 { - action_cursor_arr[index_byte_for_cursor - 1] = - delta_code_slice[action_index + index_byte_for_cursor]; - } - let action_cursor = - unsafe { std::mem::transmute::<[u8; 8], u64>(action_cursor_arr) }.to_le() + }; + + let mut cursor_on_action_in_chunk_arr = [0u8; 8]; + cursor_on_action_in_chunk_arr.copy_from_slice(&delta_code_slice[(1 + action_index)..(9 + action_index)]); + let cursor_on_action_in_chunk = + unsafe { std::mem::transmute::<[u8; 8], u64>(cursor_on_action_in_chunk_arr) }.to_le() as usize; + let action_byte_value = delta_code_slice[action_index + 9]; let delta_action = DeltaAction { action, - index: action_cursor, + index: cursor_on_action_in_chunk, byte_value: action_byte_value, }; @@ -103,12 +86,12 @@ pub(crate) fn decode_file_with_chunks(input_path: &str, output_path: &str) { action_index += 10; } output - .write_all(data_leader_chunk.as_slice()) - .expect("write failed"); + .write_all(data_leader_chunk.as_slice())?; offset += length + header_size + 8; } other_byte => panic!("There is no chunk with ID {}!", other_byte), } } + Ok(()) } diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/my_lib/graph.rs index aad507d..3b7fe2f 100644 --- a/code_dir/src/my_lib/graph.rs +++ b/code_dir/src/my_lib/graph.rs @@ -45,12 +45,5 @@ impl Graph<'_> { self.parents[vertex] = self.find_set(self.parents[vertex]); } self.parents.to_vec() - // - // let mut clusters = vec![Vec::new(); self.vertex_count as usize]; - // for (index_chunk, parent_index) in self.parents.iter().enumerate() { - // clusters[*parent_index].push(index_chunk); - // } - // - // clusters } } diff --git a/code_dir/src/my_lib/mod.rs b/code_dir/src/my_lib/mod.rs index 75350e3..6c4c624 100644 --- a/code_dir/src/my_lib/mod.rs +++ b/code_dir/src/my_lib/mod.rs @@ -7,7 +7,7 @@ use chunk::Chunk; use graph::Graph; use levenshtein_functions::*; use std::fs::File; -use std::io::Write; +use std::io::{Write, Error}; struct Edge { weight: u32, @@ -52,25 +52,24 @@ fn find_chunk_leader_index(group: &[Chunk]) -> usize { .unwrap() } -pub(super) fn write_to_file_chunk_with_full_code(chunk: &Chunk, output: &mut File) { - output.write_all(&0u8.to_ne_bytes()).expect("write failed"); +pub(super) fn write_to_file_chunk_with_full_code(chunk: &Chunk, output: &mut File) -> Result<(), Error> { + output.write_all(&0u8.to_ne_bytes())?; output - .write_all(&chunk.get_length().to_ne_bytes()) - .expect("write failed"); - output.write_all(&chunk.data).expect("write failed"); + .write_all(&chunk.get_length().to_ne_bytes())?; + output.write_all(&chunk.data)?; + Ok(()) } fn write_to_file_chunk_with_delta_code( offset_leader_chunk: usize, delta_code: Vec, output: &mut File, -) { - output.write_all(&1u8.to_ne_bytes()).expect("write failed"); +) -> Result<(), Error>{ + output.write_all(&1u8.to_ne_bytes())?; let size = delta_code.len() * 10; - output.write_all(&size.to_ne_bytes()).expect("write failed"); + output.write_all(&size.to_ne_bytes())?; output - .write_all(&offset_leader_chunk.to_ne_bytes()) - .expect("write failed"); + .write_all(&offset_leader_chunk.to_ne_bytes())?; for action in delta_code { let action_id : u8; @@ -80,19 +79,17 @@ fn write_to_file_chunk_with_delta_code( Action::Rep => action_id = 2, } output - .write_all(&action_id.to_ne_bytes()) - .expect("write failed"); + .write_all(&action_id.to_ne_bytes())?; output - .write_all(&action.index.to_ne_bytes()) - .expect("write failed"); + .write_all(&action.index.to_ne_bytes())?; output - .write_all(&action.byte_value.to_ne_bytes()) - .expect("write failed"); + .write_all(&action.byte_value.to_ne_bytes())?; } + Ok(()) } -pub(super) fn encode(chunks: &mut [Chunk], path: &str) { - let mut file = File::create(path).expect("file not create"); +pub(super) fn encode(chunks: &mut [Chunk], path: &str) -> Result<(), Error>{ + let mut file = File::create(path)?; let graph_edges = create_edges(chunks); let mut graph = Graph::new(chunks.len(), &graph_edges); @@ -109,14 +106,15 @@ pub(super) fn encode(chunks: &mut [Chunk], path: &str) { } for (chunk_index, leader_index) in leaders.iter().enumerate() { if *leader_index == chunk_index { - write_to_file_chunk_with_full_code(&chunks[chunk_index], &mut file); + let _ = write_to_file_chunk_with_full_code(&chunks[chunk_index], &mut file); } else { let delta_code = delta_encode(&chunks[chunk_index], &chunks[*leader_index]); - write_to_file_chunk_with_delta_code( + let _ = write_to_file_chunk_with_delta_code( chunks[*leader_index].get_offset(), delta_code, &mut file, ); } } + Ok(()) } From c82ff6e162111ce2eb12f8fb583a051599c7a939 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 20 Apr 2024 20:16:07 +0300 Subject: [PATCH 015/132] add unit tests module --- code_dir/src/tests.rs | 12 ++++++++++++ 1 file changed, 12 insertions(+) create mode 100644 code_dir/src/tests.rs diff --git a/code_dir/src/tests.rs b/code_dir/src/tests.rs new file mode 100644 index 0000000..782a6a4 --- /dev/null +++ b/code_dir/src/tests.rs @@ -0,0 +1,12 @@ +use super::*; + +#[test] +fn test_hash_function() { + let string = String::from("Blue"); + let mut data = Vec::new(); + for byte in string.bytes() { + data.push(byte); + } + assert_eq!(hash_function::hash(data.as_slice()), 1); +} + From 2fb4de2078ef53e38915f4da91042daaeaff7c12 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Tue, 30 Apr 2024 14:10:59 +0300 Subject: [PATCH 016/132] processing of c-spectrum elements in hash-function --- code_dir/src/hash_function.rs | 58 +++++++++++++++++++++++++++++++++++ code_dir/{ => test}/test1.txt | 0 2 files changed, 58 insertions(+) create mode 100644 code_dir/src/hash_function.rs rename code_dir/{ => test}/test1.txt (100%) diff --git a/code_dir/src/hash_function.rs b/code_dir/src/hash_function.rs new file mode 100644 index 0000000..5190e84 --- /dev/null +++ b/code_dir/src/hash_function.rs @@ -0,0 +1,58 @@ +use std::collections::HashMap; + +const BLOCKS_IN_C_SPECTRUM_COUNT : usize = 8; + +pub fn hash(data: &[u8]) -> u32 { + let mut byte_value_byte_frequency = HashMap::new(); + let mut pair_value_pair_frequency = HashMap::new(); + let mut last_byte = data[0]; + byte_value_byte_frequency.insert(last_byte, 1u32); + for byte in &data[1..] { + let byte_count = byte_value_byte_frequency.entry(*byte).or_insert(0); + *byte_count += 1; + + let pair_count = pair_value_pair_frequency + .entry((last_byte, *byte)) + .or_insert(0u32); + *pair_count += 1; + last_byte = *byte; + } + + let mut bytes_vec: Vec<(&u8, &u32)> = byte_value_byte_frequency.iter().collect(); + bytes_vec.sort_by(|a, b| b.1.cmp(a.1)); + + let mut pairs_vec: Vec<(&u8, &u32)> = byte_value_byte_frequency.iter().collect(); + pairs_vec.sort_by(|a, b| b.1.cmp(a.1)); + + let mut spaces = Vec::new(); + for byte_index in 1..bytes_vec.len() { + let frequency_delta = (bytes_vec[byte_index - 1].1 - bytes_vec[byte_index].1) * byte_index as u32; + spaces.push((byte_index, frequency_delta)); + } + spaces.sort_by(|a, b| b.1.cmp(&a.1)); + + let mut space_indexes = Vec::new(); + for space_index in 0..std::cmp::min(spaces.len(), BLOCKS_IN_C_SPECTRUM_COUNT) { + space_indexes.push(spaces[space_index].0); + } + space_indexes.sort(); + + + let mut hash : u32 = 0; + + let mut start_block = 0; + for block_number in 0..space_indexes.len() { + let end_block = space_indexes[block_number]; + let block = &bytes_vec[start_block..end_block]; + let mut byte = *block[0].0; + for byte_index in 1..block.len() { + byte ^= block[byte_index].0; + } + let mut block_value = byte as u32; + block_value <<= (BLOCKS_IN_C_SPECTRUM_COUNT - block_number) * 3; + hash ^= block_value; + start_block = end_block; + } + + return hash; +} diff --git a/code_dir/test1.txt b/code_dir/test/test1.txt similarity index 100% rename from code_dir/test1.txt rename to code_dir/test/test1.txt From 2035f6457bb3267337ef1db6a059fb127d666247 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Wed, 8 May 2024 14:31:28 +0300 Subject: [PATCH 017/132] cargo clippy and fmt fix --- code_dir/src/hash_function.rs | 132 ++++++++++++++----- code_dir/src/main.rs | 53 ++++---- code_dir/src/my_lib/chunk.rs | 7 +- code_dir/src/my_lib/chunk_with_delta_code.rs | 45 ++----- code_dir/src/my_lib/chunk_with_full_code.rs | 25 +--- code_dir/src/my_lib/graph.rs | 27 ++-- code_dir/src/my_lib/levenshtein_functions.rs | 8 +- code_dir/src/my_lib/mod.rs | 93 ++++++------- code_dir/src/tests.rs | 6 +- 9 files changed, 200 insertions(+), 196 deletions(-) diff --git a/code_dir/src/hash_function.rs b/code_dir/src/hash_function.rs index 5190e84..b3fb598 100644 --- a/code_dir/src/hash_function.rs +++ b/code_dir/src/hash_function.rs @@ -1,6 +1,98 @@ use std::collections::HashMap; +use std::ops::Range; -const BLOCKS_IN_C_SPECTRUM_COUNT : usize = 8; +const BLOCKS_IN_C_SPECTRUM_COUNT: usize = 8; +const MIN_SPACE_VALUE: u32 = 1; +const BITS_IN_F_SPECTRUM_BLOCKS_COUNT: u32 = 3; +const BLOCKS_IN_F_SPECTRUM_COUNT: usize = 16; +const SHIFT_FOR_PAIR: u8 = 4; +const BLOCKS_FOR_P_SPECTRUM_INDEXES: Range = 5..9; + +fn processing_of_c_spectrum(c_f_spectrum: &[(&u8, &u32)]) -> u32 { + let mut spaces_in_c_spectrum = Vec::new(); + for byte_index in 1..c_f_spectrum.len() { + let frequency_delta = + (c_f_spectrum[byte_index - 1].1 - c_f_spectrum[byte_index].1) * byte_index as u32; + if frequency_delta >= MIN_SPACE_VALUE { + spaces_in_c_spectrum.push((byte_index, frequency_delta)); + } + } + spaces_in_c_spectrum.sort_by(|a, b| b.1.cmp(&a.1)); + + let mut spaces_in_c_spectrum_indexes = Vec::new(); + for space in spaces_in_c_spectrum.iter().take(std::cmp::min( + spaces_in_c_spectrum.len(), + BLOCKS_IN_C_SPECTRUM_COUNT, + )) { + spaces_in_c_spectrum_indexes.push(space.0); + } + spaces_in_c_spectrum_indexes.sort(); + + let mut hash: u32 = 0; + + let mut start_block = 0; + for (block_number, block) in spaces_in_c_spectrum_indexes.iter().enumerate() { + let end_block = *block; + let block = &c_f_spectrum[start_block..end_block]; + let mut block_hash = 0; + for byte_frequency in block { + block_hash ^= *byte_frequency.0 as u32; + } + + block_hash <<= (BLOCKS_IN_C_SPECTRUM_COUNT - block_number) * 3; + hash ^= block_hash; + start_block = end_block; + } + hash +} + +fn find_first_significant_bit(block: u32) -> u32 { + let mut number = block; + let mut bit_index = 0; + while number > 1 { + number >>= 1; + bit_index += 1; + } + bit_index +} + +fn processing_of_f_spectrum(c_f_spectrum: &[(&u8, &u32)]) -> u32 { + let mut hash: u32 = 0; + let shifts = [0, 0, 0, 1, 1, 2, 2, 3, 3, 4, 4, 5, 5, 6, 6, 6]; + + for block_index in 0..std::cmp::min(c_f_spectrum.len(), BLOCKS_IN_F_SPECTRUM_COUNT) { + let mut block_hash = *c_f_spectrum[block_index].1; + block_hash <<= BITS_IN_F_SPECTRUM_BLOCKS_COUNT; + let significant_bit = find_first_significant_bit(block_hash); + block_hash >>= significant_bit - BITS_IN_F_SPECTRUM_BLOCKS_COUNT; + block_hash %= 1 << BITS_IN_F_SPECTRUM_BLOCKS_COUNT; + + block_hash <<= shifts[block_index]; + hash ^= block_hash; + } + + hash +} + +fn processing_of_pair(pair: &(u8, u8)) -> u32 { + let byte1 = ((pair.0 % (1 << (8 - SHIFT_FOR_PAIR))) << SHIFT_FOR_PAIR) + + pair.0 / (1 << (8 - SHIFT_FOR_PAIR)); + let byte2 = + ((pair.1 % (1 << SHIFT_FOR_PAIR)) << (8 - SHIFT_FOR_PAIR)) + pair.1 / (1 << SHIFT_FOR_PAIR); + (byte1 as u32) << (8 - SHIFT_FOR_PAIR as u32) ^ (byte2 as u32) +} + +fn processing_of_p_spectrum(p_spectrum: &[(&(u8, u8), &u32)]) -> u32 { + let mut hash: u32 = 0; + for block_index in BLOCKS_FOR_P_SPECTRUM_INDEXES { + if block_index >= p_spectrum.len() { + break; + } + hash ^= processing_of_pair(p_spectrum[block_index].0) << (16 + SHIFT_FOR_PAIR); + } + + hash +} pub fn hash(data: &[u8]) -> u32 { let mut byte_value_byte_frequency = HashMap::new(); @@ -21,38 +113,14 @@ pub fn hash(data: &[u8]) -> u32 { let mut bytes_vec: Vec<(&u8, &u32)> = byte_value_byte_frequency.iter().collect(); bytes_vec.sort_by(|a, b| b.1.cmp(a.1)); - let mut pairs_vec: Vec<(&u8, &u32)> = byte_value_byte_frequency.iter().collect(); + let mut pairs_vec: Vec<(&(u8, u8), &u32)> = pair_value_pair_frequency.iter().collect(); pairs_vec.sort_by(|a, b| b.1.cmp(a.1)); - let mut spaces = Vec::new(); - for byte_index in 1..bytes_vec.len() { - let frequency_delta = (bytes_vec[byte_index - 1].1 - bytes_vec[byte_index].1) * byte_index as u32; - spaces.push((byte_index, frequency_delta)); - } - spaces.sort_by(|a, b| b.1.cmp(&a.1)); - - let mut space_indexes = Vec::new(); - for space_index in 0..std::cmp::min(spaces.len(), BLOCKS_IN_C_SPECTRUM_COUNT) { - space_indexes.push(spaces[space_index].0); - } - space_indexes.sort(); - - - let mut hash : u32 = 0; - - let mut start_block = 0; - for block_number in 0..space_indexes.len() { - let end_block = space_indexes[block_number]; - let block = &bytes_vec[start_block..end_block]; - let mut byte = *block[0].0; - for byte_index in 1..block.len() { - byte ^= block[byte_index].0; - } - let mut block_value = byte as u32; - block_value <<= (BLOCKS_IN_C_SPECTRUM_COUNT - block_number) * 3; - hash ^= block_value; - start_block = end_block; - } + let c_hash = processing_of_c_spectrum(bytes_vec.as_slice()); + let f_hash = processing_of_f_spectrum(bytes_vec.as_slice()); + let p_hash = processing_of_p_spectrum(pairs_vec.as_slice()); + let hash = c_hash ^ f_hash ^ p_hash; - return hash; + processing_of_pair(pairs_vec[0].0); + hash } diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index f9cbae6..5f2295d 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -1,35 +1,40 @@ +use std::collections::HashMap; use std::fs; -use std::io::{BufRead, BufReader}; +use std::io::{BufReader, Read}; mod my_lib; +use crate::hash_function::hash; use crate::my_lib::chunk::Chunk; -use crate::my_lib::chunk_with_delta_code::ChunkWithDeltaCode; use crate::my_lib::chunk_with_full_code::ChunkWithFullCode; use my_lib::*; -use fastcdc; - -fn main() { - let file = fs::File::open("test/test1.txt").expect("file not open"); - let buffer = BufReader::new(file); - let mut chunks: Vec<&dyn Chunk> = Vec::new(); - let mut chunks_with_full_code: Vec = Vec::new(); - let mut chunk_index: usize = 0; - for line in buffer.lines() { - chunk_index += 1; - let chunk_data: Vec = line.unwrap().bytes().collect(); - let chunk_size = chunk_data.len(); - let chunk = ChunkWithFullCode::new(chunk_index, chunk_size, chunk_data); - chunks_with_full_code.push(chunk); - } - for chunk in &chunks_with_full_code { - chunks.push(chunk); - } +mod hash_function; +#[cfg(test)] +mod tests; +use std::fs::File; - let mut chunks_with_delta_code: Vec = Vec::new(); - encoding(chunks.as_mut_slice(), &mut chunks_with_delta_code); +use std::rc::Rc; + +fn main() -> Result<(), std::io::Error> { + let path = "test/test1.txt"; + let input = File::open(path)?; + let mut buffer = BufReader::new(input); + let contents = fs::read(path).unwrap(); + let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); + let mut chunks_hashmap: HashMap> = HashMap::new(); + let mut vec_with_hash_for_file = Vec::new(); for chunk in chunks { - chunk.decode(); - println!(); + let length = chunk.length; + let mut bytes = vec![0; length]; + buffer.read_exact(&mut bytes)?; + let chunk_hash = hash(bytes.as_slice()); + vec_with_hash_for_file.push(chunk_hash); + + chunks_hashmap.insert(chunk_hash, Rc::new(ChunkWithFullCode::new(bytes))); } + + encoding(&mut chunks_hashmap); + + Ok(()) } + diff --git a/code_dir/src/my_lib/chunk.rs b/code_dir/src/my_lib/chunk.rs index 5c7f1aa..990e769 100644 --- a/code_dir/src/my_lib/chunk.rs +++ b/code_dir/src/my_lib/chunk.rs @@ -2,9 +2,8 @@ pub(crate) trait Chunk { fn decode(&self); fn get_data(&self) -> Vec; - fn get_index(&self) -> usize; - fn get_type(&self); - - fn size(&self) -> usize; + fn size(&self) -> usize { + self.get_data().len() + } } diff --git a/code_dir/src/my_lib/chunk_with_delta_code.rs b/code_dir/src/my_lib/chunk_with_delta_code.rs index ebcc170..d8622b9 100644 --- a/code_dir/src/my_lib/chunk_with_delta_code.rs +++ b/code_dir/src/my_lib/chunk_with_delta_code.rs @@ -1,22 +1,22 @@ use crate::my_lib::chunk::Chunk; use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; -pub(crate) struct ChunkWithDeltaCode<'a> { - index: usize, - size: usize, - leader_chunk: &'a dyn Chunk, +use std::rc::Rc; + +pub(crate) struct ChunkWithDeltaCode { + leader_chunk: Rc, delta_code: Vec, } -impl Chunk for ChunkWithDeltaCode<'_> { +impl Chunk for ChunkWithDeltaCode { fn decode(&self) { for byte in self.get_data() { print!("{}", byte as char); } } fn get_data(&self) -> Vec { - let mut chunk_data: Vec = self.get_data_leader_chunk(); - for delta_action in self.get_delta_code() { + let mut chunk_data = self.leader_chunk.get_data(); + for delta_action in &self.delta_code { match &delta_action.action { Action::Del => { chunk_data.remove(delta_action.index); @@ -27,39 +27,16 @@ impl Chunk for ChunkWithDeltaCode<'_> { } chunk_data } - fn get_index(&self) -> usize { - self.index - } - - fn get_type(&self) { - println!("Chunk with delta code") - } - - fn size(&self) -> usize { - self.size - } } -impl ChunkWithDeltaCode<'_> { +impl ChunkWithDeltaCode { pub(crate) fn new( - chunk_index: usize, - chunk_size: usize, - link_leader_chunk: &dyn Chunk, + leader_chunk: Rc, chunk_delta_code: Vec, - ) -> ChunkWithDeltaCode<'_> { + ) -> ChunkWithDeltaCode { ChunkWithDeltaCode { - index: chunk_index, - size: chunk_size, - leader_chunk: link_leader_chunk, + leader_chunk, delta_code: chunk_delta_code, } } - - pub(crate) fn get_data_leader_chunk(&self) -> Vec { - self.leader_chunk.get_data() - } - - pub(crate) fn get_delta_code(&self) -> &[DeltaAction] { - self.delta_code.as_slice() - } } diff --git a/code_dir/src/my_lib/chunk_with_full_code.rs b/code_dir/src/my_lib/chunk_with_full_code.rs index 8d345b7..ac106cc 100644 --- a/code_dir/src/my_lib/chunk_with_full_code.rs +++ b/code_dir/src/my_lib/chunk_with_full_code.rs @@ -1,7 +1,5 @@ use crate::my_lib::chunk::Chunk; pub(crate) struct ChunkWithFullCode { - index: usize, - size: usize, data: Vec, } @@ -14,29 +12,10 @@ impl Chunk for ChunkWithFullCode { fn get_data(&self) -> Vec { self.data.clone() } - fn get_index(&self) -> usize { - self.index - } - - fn get_type(&self) { - println!("Chunk with full code") - } - - fn size(&self) -> usize { - self.size - } } impl ChunkWithFullCode { - pub(crate) fn new( - chunk_index: usize, - chunk_size: usize, - chunk_data: Vec, - ) -> ChunkWithFullCode { - ChunkWithFullCode { - index: chunk_index, - size: chunk_size, - data: chunk_data, - } + pub(crate) fn new(chunk_data: Vec) -> ChunkWithFullCode { + ChunkWithFullCode { data: chunk_data } } } diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/my_lib/graph.rs index e3769b5..4713ada 100644 --- a/code_dir/src/my_lib/graph.rs +++ b/code_dir/src/my_lib/graph.rs @@ -1,20 +1,15 @@ -use crate::my_lib::chunk::Chunk; use crate::my_lib::Edge; -pub(super) struct Graph<'a> { - count_vertices: u32, +pub(super) struct Graph { parent: Vec, rank: Vec, - edges: &'a [Edge], } -impl Graph<'_> { - pub(crate) fn new(graph_count_vertices: usize, graph_edges: &[Edge]) -> Graph { +impl Graph { + pub(crate) fn new(graph_count_vertices: usize) -> Graph { Graph { - count_vertices: graph_count_vertices as u32, parent: (0..graph_count_vertices).collect(), rank: vec![0u32; graph_count_vertices], - edges: graph_edges, } } @@ -36,23 +31,21 @@ impl Graph<'_> { index_set } - pub(super) fn create_clusters_based_on_the_kraskal_algorithm<'a>( + pub(super) fn create_clusters_based_on_the_kraskal_algorithm( &mut self, - chunks: &[&'a dyn Chunk], - ) -> Vec> { - for edge in self.edges { + edges: Vec, + ) -> Vec { + for edge in edges { let index_set_1 = self.find_set(edge.chunk_index_1); let index_set_2 = self.find_set(edge.chunk_index_2); if index_set_1 != index_set_2 { self.union_set(index_set_1, index_set_2); } } - - let mut cluster: Vec> = vec![Vec::new(); self.count_vertices as usize]; - for (index_chunk, leader_index) in self.parent.iter().enumerate() { - cluster[*leader_index].push(chunks[index_chunk]); + for i in self.parent.clone() { + self.find_set(i); } - cluster + self.parent.clone() } } diff --git a/code_dir/src/my_lib/levenshtein_functions.rs b/code_dir/src/my_lib/levenshtein_functions.rs index 15683ec..38eec15 100644 --- a/code_dir/src/my_lib/levenshtein_functions.rs +++ b/code_dir/src/my_lib/levenshtein_functions.rs @@ -1,5 +1,6 @@ use crate::my_lib::chunk::Chunk; use std::cmp::min; +use std::rc::Rc; use Action::*; pub(crate) enum Action { @@ -13,7 +14,7 @@ pub(crate) struct DeltaAction { pub(crate) byte_value: u8, } -pub(crate) fn coding(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec { +pub(crate) fn encode(chunk_x: &Rc, chunk_y: &Rc) -> Vec { let data_chunk_x = chunk_x.get_data(); let data_chunk_y = chunk_y.get_data(); let matrix = levenshtein_matrix(data_chunk_y.as_slice(), data_chunk_x.as_slice()); @@ -51,13 +52,14 @@ pub(crate) fn coding(chunk_x: &dyn Chunk, chunk_y: &dyn Chunk) -> Vec u32 { +#[allow(dead_code)] +pub(crate) fn levenshtein_distance(chunk_x: Rc, chunk_y: Rc) -> u32 { let levenshtein_matrix = levenshtein_matrix(chunk_y.get_data().as_slice(), chunk_x.get_data().as_slice()); levenshtein_matrix[chunk_y.size()][chunk_x.size()] } -fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { +pub(crate) fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { let mut levenshtein_matrix = vec![vec![0u32; data_chunk_x.len() + 1]; data_chunk_y.len() + 1]; levenshtein_matrix[0] = (0..data_chunk_x.len() as u32 + 1).collect(); for y in 1..data_chunk_y.len() + 1 { diff --git a/code_dir/src/my_lib/mod.rs b/code_dir/src/my_lib/mod.rs index cc35beb..0292afe 100644 --- a/code_dir/src/my_lib/mod.rs +++ b/code_dir/src/my_lib/mod.rs @@ -7,82 +7,63 @@ mod levenshtein_functions; use chunk::Chunk; use chunk_with_delta_code::ChunkWithDeltaCode; use graph::Graph; -use levenshtein_functions::*; +use std::collections::HashMap; +use std::rc::Rc; struct Edge { weight: u32, chunk_index_1: usize, chunk_index_2: usize, } -fn create_edges(chunks: &[&dyn Chunk]) -> Vec { - let count_chunks = chunks.len(); + +fn create_edges(chunks_vec: Vec<(&u32, &Rc)>) -> Vec { let mut graph_edges: Vec = Vec::new(); - for x in 0..count_chunks { + let count_chunks = chunks_vec.len(); + + 'continue_x: for x in 0..count_chunks { for y in x + 1..count_chunks { - let dist = levenshtein_distance(chunks[x], chunks[y]); - if dist < 3 { - graph_edges.push(Edge { - weight: dist, - chunk_index_1: y, - chunk_index_2: x, - }) + let dist = chunks_vec[y].0 - chunks_vec[x].0; + if dist > 30 { + continue 'continue_x; } + graph_edges.push(Edge { + weight: dist, + chunk_index_1: x, + chunk_index_2: y, + }) } } graph_edges.sort_by(|a, b| a.weight.cmp(&b.weight)); graph_edges } -fn find_index_chunk_leader(group: &[&dyn Chunk]) -> usize { - let mut sum_distance = vec![0u32; group.len()]; - for chunk_index_1 in 0..group.len() { - for chunk_index_2 in chunk_index_1 + 1..group.len() { - let distance = levenshtein_distance(group[chunk_index_1], group[chunk_index_2]); - sum_distance[chunk_index_1] += distance; - sum_distance[chunk_index_2] += distance; - } - } - let mut min_sum_distance = u32::MAX; - let mut leader_index: usize = 0; - for (index_sum, sum) in sum_distance.iter().enumerate() { - if *sum < min_sum_distance { - leader_index = index_sum; - min_sum_distance = *sum; - } - } +pub(super) fn encoding(chunks_hashmap: &mut HashMap>) { + let mut chunk_hash_leader_hash = Vec::new(); + { + let mut chunks_vec: Vec<(&u32, &Rc)> = chunks_hashmap.iter().collect(); + chunks_vec.sort_by(|a, b| a.0.cmp(b.0)); - leader_index -} + let mut graph = Graph::new(chunks_hashmap.len()); + let graph_edges = create_edges(chunks_vec.clone()); + let clusters = graph.create_clusters_based_on_the_kraskal_algorithm(graph_edges); -pub(super) fn encoding<'a>( - chunks: &mut [&'a dyn Chunk], - chunks_with_delta_code: &'a mut Vec>, -) { - let graph_edges = create_edges(chunks); - let mut graph = Graph::new(chunks.len(), graph_edges.as_slice()); - let clusters = graph.create_clusters_based_on_the_kraskal_algorithm(chunks); + for (chunk_index, leader_index) in clusters.iter().enumerate() { + chunk_hash_leader_hash.push((*chunks_vec[chunk_index].0, *chunks_vec[*leader_index].0)) + } + } - for cluster in clusters { - if cluster.is_empty() { + for (chunk_hash, leader_hash) in chunk_hash_leader_hash { + if chunk_hash == leader_hash { continue; } - let leader_index = find_index_chunk_leader(cluster.as_slice()); - let leader_link = cluster[leader_index]; - for chunk in cluster { - if chunk.get_index() == leader_index { - continue; - } - let delta_code = levenshtein_functions::coding(chunk, leader_link); - chunks_with_delta_code.push(ChunkWithDeltaCode::new( - chunk.get_index(), - chunk.size(), - leader_link, - delta_code, - )); - } - } - for chunk_with_delta_code in chunks_with_delta_code { - chunks[chunk_with_delta_code.get_index() - 1] = chunk_with_delta_code; + + let delta_code = levenshtein_functions::encode( + chunks_hashmap.get(&chunk_hash).unwrap(), + chunks_hashmap.get(&leader_hash).unwrap(), + ); + let link = Rc::clone(chunks_hashmap.get(&leader_hash).unwrap()); + let chunk = chunks_hashmap.get_mut(&chunk_hash).unwrap(); + *chunk = Rc::new(ChunkWithDeltaCode::new(link, delta_code)); } } diff --git a/code_dir/src/tests.rs b/code_dir/src/tests.rs index 782a6a4..9202a61 100644 --- a/code_dir/src/tests.rs +++ b/code_dir/src/tests.rs @@ -2,11 +2,11 @@ use super::*; #[test] fn test_hash_function() { - let string = String::from("Blue"); + let string = String::from("hello_world!"); let mut data = Vec::new(); for byte in string.bytes() { data.push(byte); } - assert_eq!(hash_function::hash(data.as_slice()), 1); + let hash = hash(data.as_slice()); + println!("{:b}", hash); } - From 48e349925c7e7b699d3217df319715b6b1c2bd4a Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Wed, 8 May 2024 17:53:51 +0300 Subject: [PATCH 018/132] refactor directory --- code_dir/files/test1.txt | 4284 +++++++++++++++++ code_dir/src/{my_lib/mod.rs => clusters.rs} | 33 +- code_dir/src/{my_lib => clusters}/chunk.rs | 2 + .../chunk_with_delta_code.rs | 9 +- .../chunk_with_full_code.rs | 7 +- code_dir/src/{my_lib => clusters}/graph.rs | 4 +- .../levenshtein_functions.rs | 4 +- code_dir/src/main.rs | 23 +- code_dir/src/{tests.rs => tests/mod.rs} | 0 code_dir/test/test1.txt | 100 - 10 files changed, 4343 insertions(+), 123 deletions(-) create mode 100644 code_dir/files/test1.txt rename code_dir/src/{my_lib/mod.rs => clusters.rs} (71%) rename code_dir/src/{my_lib => clusters}/chunk.rs (80%) rename code_dir/src/{my_lib => clusters}/chunk_with_delta_code.rs (79%) rename code_dir/src/{my_lib => clusters}/chunk_with_full_code.rs (71%) rename code_dir/src/{my_lib => clusters}/graph.rs (96%) rename code_dir/src/{my_lib => clusters}/levenshtein_functions.rs (95%) rename code_dir/src/{tests.rs => tests/mod.rs} (100%) delete mode 100644 code_dir/test/test1.txt diff --git a/code_dir/files/test1.txt b/code_dir/files/test1.txt new file mode 100644 index 0000000..236723c --- /dev/null +++ b/code_dir/files/test1.txt @@ -0,0 +1,4284 @@ +водоворот +водительский +водила +вовлечённый +вогнать +водород +вовлечь +водичка +вовнутрь +водолаз +водопровод +вобрать +вовне +вовлекать +водопроводный +водохранилище +водосточный +водопой +водородный +водица 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+майоран +мадригал +мазаться +мазаный +мазила +маета +мадьярский +мазер +мазурик +маго +магниевый +магарыч +магнезия +магометанство +мазутный +мазурина +магнум +мазар +мазохистка +мазка +мазурский +майордом +магнето +маза +магматический +магнитометр +майорша +магистратский +магнетизёр +магнитик +майнер +мажоритарный +магнитосфера +мавританка +мазу +мазкий +магизм +майолика +мазануть +мадия +маетность +магнитофончик +магнетически +мазилка +магнетит +маглев +мазанный +магнитоплан diff --git a/code_dir/src/my_lib/mod.rs b/code_dir/src/clusters.rs similarity index 71% rename from code_dir/src/my_lib/mod.rs rename to code_dir/src/clusters.rs index 0292afe..db06719 100644 --- a/code_dir/src/my_lib/mod.rs +++ b/code_dir/src/clusters.rs @@ -1,14 +1,18 @@ -pub(super) mod chunk; -pub(super) mod chunk_with_delta_code; -pub(super) mod chunk_with_full_code; -mod graph; -mod levenshtein_functions; + +pub(crate) mod chunk; +pub(crate) mod chunk_with_delta_code; +pub(crate) mod chunk_with_full_code; +pub mod graph; +pub mod levenshtein_functions; use chunk::Chunk; use chunk_with_delta_code::ChunkWithDeltaCode; use graph::Graph; use std::collections::HashMap; use std::rc::Rc; +use std::fs::File; +use std::io::{Write, Error}; + struct Edge { weight: u32, @@ -24,7 +28,7 @@ fn create_edges(chunks_vec: Vec<(&u32, &Rc)>) -> Vec { 'continue_x: for x in 0..count_chunks { for y in x + 1..count_chunks { let dist = chunks_vec[y].0 - chunks_vec[x].0; - if dist > 30 { + if dist > (1u32 << 31) { continue 'continue_x; } graph_edges.push(Edge { @@ -67,3 +71,20 @@ pub(super) fn encoding(chunks_hashmap: &mut HashMap>) { *chunk = Rc::new(ChunkWithDeltaCode::new(link, delta_code)); } } + +pub fn decode(chunks_hashmap: &HashMap>, vec_with_hash_for_file : Vec) -> Result<(), Error> { + let mut file = File::create("files/output.txt")?; + for hash in vec_with_hash_for_file { + let chunk = chunks_hashmap.get(&hash).unwrap(); + file.write_all(chunk.get_data().as_slice())?; + } + Ok(()) +} + +pub fn size_hashmap(chunks_hashmap: &HashMap>) -> u32 { + let mut size_hashmap = 0; + for chunk in chunks_hashmap.iter() { + size_hashmap += chunk.1.size_in_memory(); + } + size_hashmap +} diff --git a/code_dir/src/my_lib/chunk.rs b/code_dir/src/clusters/chunk.rs similarity index 80% rename from code_dir/src/my_lib/chunk.rs rename to code_dir/src/clusters/chunk.rs index 990e769..bcba6eb 100644 --- a/code_dir/src/my_lib/chunk.rs +++ b/code_dir/src/clusters/chunk.rs @@ -6,4 +6,6 @@ pub(crate) trait Chunk { fn size(&self) -> usize { self.get_data().len() } + + fn size_in_memory(&self) -> u32; } diff --git a/code_dir/src/my_lib/chunk_with_delta_code.rs b/code_dir/src/clusters/chunk_with_delta_code.rs similarity index 79% rename from code_dir/src/my_lib/chunk_with_delta_code.rs rename to code_dir/src/clusters/chunk_with_delta_code.rs index d8622b9..127be72 100644 --- a/code_dir/src/my_lib/chunk_with_delta_code.rs +++ b/code_dir/src/clusters/chunk_with_delta_code.rs @@ -1,5 +1,6 @@ -use crate::my_lib::chunk::Chunk; -use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; +use std::mem::size_of_val; +use crate::clusters::chunk::Chunk; +use crate::clusters::levenshtein_functions::{Action, DeltaAction}; use std::rc::Rc; @@ -27,6 +28,10 @@ impl Chunk for ChunkWithDeltaCode { } chunk_data } + + fn size_in_memory(&self) -> u32 { + self.delta_code.len() as u32 * size_of_val(&self.delta_code[0]) as u32 + size_of_val(self) as u32 + } } impl ChunkWithDeltaCode { diff --git a/code_dir/src/my_lib/chunk_with_full_code.rs b/code_dir/src/clusters/chunk_with_full_code.rs similarity index 71% rename from code_dir/src/my_lib/chunk_with_full_code.rs rename to code_dir/src/clusters/chunk_with_full_code.rs index ac106cc..5c2b855 100644 --- a/code_dir/src/my_lib/chunk_with_full_code.rs +++ b/code_dir/src/clusters/chunk_with_full_code.rs @@ -1,4 +1,5 @@ -use crate::my_lib::chunk::Chunk; +use std::mem::size_of_val; +use crate::clusters::chunk::Chunk; pub(crate) struct ChunkWithFullCode { data: Vec, } @@ -12,6 +13,10 @@ impl Chunk for ChunkWithFullCode { fn get_data(&self) -> Vec { self.data.clone() } + + fn size_in_memory(&self) -> u32 { + self.data.len() as u32 * size_of_val(&self.data[0]) as u32 + } } impl ChunkWithFullCode { diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/clusters/graph.rs similarity index 96% rename from code_dir/src/my_lib/graph.rs rename to code_dir/src/clusters/graph.rs index 4713ada..a07fbac 100644 --- a/code_dir/src/my_lib/graph.rs +++ b/code_dir/src/clusters/graph.rs @@ -1,6 +1,6 @@ -use crate::my_lib::Edge; +use crate::clusters::Edge; -pub(super) struct Graph { +pub(crate) struct Graph { parent: Vec, rank: Vec, } diff --git a/code_dir/src/my_lib/levenshtein_functions.rs b/code_dir/src/clusters/levenshtein_functions.rs similarity index 95% rename from code_dir/src/my_lib/levenshtein_functions.rs rename to code_dir/src/clusters/levenshtein_functions.rs index 38eec15..96a0dae 100644 --- a/code_dir/src/my_lib/levenshtein_functions.rs +++ b/code_dir/src/clusters/levenshtein_functions.rs @@ -1,4 +1,4 @@ -use crate::my_lib::chunk::Chunk; +use crate::clusters::chunk::Chunk; use std::cmp::min; use std::rc::Rc; use Action::*; @@ -17,7 +17,7 @@ pub(crate) struct DeltaAction { pub(crate) fn encode(chunk_x: &Rc, chunk_y: &Rc) -> Vec { let data_chunk_x = chunk_x.get_data(); let data_chunk_y = chunk_y.get_data(); - let matrix = levenshtein_matrix(data_chunk_y.as_slice(), data_chunk_x.as_slice()); + let matrix = levenshtein_matrix(data_chunk_x.as_slice(), data_chunk_y.as_slice()); let mut delta_code_for_chunk_x: Vec = Vec::new(); let mut x = data_chunk_x.len(); let mut y = data_chunk_y.len(); diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs index 5f2295d..a20ea4a 100644 --- a/code_dir/src/main.rs +++ b/code_dir/src/main.rs @@ -1,22 +1,23 @@ +#[cfg(test)] +mod tests; +mod hash_function; +mod clusters; + use std::collections::HashMap; use std::fs; use std::io::{BufReader, Read}; -mod my_lib; use crate::hash_function::hash; -use crate::my_lib::chunk::Chunk; -use crate::my_lib::chunk_with_full_code::ChunkWithFullCode; -use my_lib::*; - -mod hash_function; -#[cfg(test)] -mod tests; +use crate::clusters::chunk::Chunk; +use crate::clusters::chunk_with_full_code::ChunkWithFullCode; +use clusters::*; use std::fs::File; - use std::rc::Rc; fn main() -> Result<(), std::io::Error> { - let path = "test/test1.txt"; + let path = "files/test1.txt"; let input = File::open(path)?; + println!("size before chunking: {}", input.metadata().unwrap().len()); + let mut buffer = BufReader::new(input); let contents = fs::read(path).unwrap(); let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); @@ -34,7 +35,9 @@ fn main() -> Result<(), std::io::Error> { } encoding(&mut chunks_hashmap); + let _ = decode(&chunks_hashmap, vec_with_hash_for_file); + println!("size after chunking: {}", size_hashmap(&chunks_hashmap)); Ok(()) } diff --git a/code_dir/src/tests.rs b/code_dir/src/tests/mod.rs similarity index 100% rename from code_dir/src/tests.rs rename to code_dir/src/tests/mod.rs diff --git a/code_dir/test/test1.txt b/code_dir/test/test1.txt deleted file mode 100644 index da47ad6..0000000 --- a/code_dir/test/test1.txt +++ /dev/null @@ -1,100 +0,0 @@ -0a3PD -MalAr -jzf6c -sHxds -AvSd3 -2pxFw -49J2R -lvj7l -JRmWp -oQOPt -ZKnE3 -esboh -KqI4R -xZB1a -4xFJy -a1xHZ -hHs9G -MYY2w -gsYax -o4hzm -kd34V -DiUkm -N6W5F -qvLi4 -tV86M -Ttjc1 -jUEKy -KK4bu -8eGH9 -6VtJD -Faikf -j0Oys -UxIiy -CL5Fb -hE5Fn -aGSXD -bqCvX -QnK0e -m98Qy -vGtAk -P9Jtt -7QoOE -FY08b -KciT4 -EXkmw -59oDH -dOqXd -2pkjm -hpUYW -N82Fv -3vRWp -KhFTl -HrkYu -VRrt5 -66lsb -N6qt6 -6vbns -2etBr -715fN -3VOgL -n4v1o -cfuXz -xEyJa -EJJ0q -ZVCJR -GwTlt -wHonT -9s6EW -3JN2x -m3sGr -drRdE -pq0Y7 -v4Cab -X3jPX -y7HC4 -7njCY -eme9j -eez0X -YtL90 -5HhNY -8gRP5 -N1aFr -ekUpV -h97nx -a1gb3 -z0ZXs -rXIUK -0T5EZ -PqvEz -b2Rjo -FKs6S -2ERJC -EkQpv -UjObb -N5tef -YQUEp -OU2b1 -Xx9Mi -hNrt8 -wwGK7 \ No newline at end of file From 2d0b0354de5fa382ca872787bc00f6b71528aeec Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Fri, 10 May 2024 23:41:04 +0300 Subject: [PATCH 019/132] add function for find leader_chunk --- code_dir/src/clusters.rs | 39 +++++++++++++++++-- .../src/clusters/levenshtein_functions.rs | 2 +- 2 files changed, 37 insertions(+), 4 deletions(-) diff --git a/code_dir/src/clusters.rs b/code_dir/src/clusters.rs index db06719..36d6d69 100644 --- a/code_dir/src/clusters.rs +++ b/code_dir/src/clusters.rs @@ -12,6 +12,7 @@ use std::collections::HashMap; use std::rc::Rc; use std::fs::File; use std::io::{Write, Error}; +use crate::clusters::levenshtein_functions::levenshtein_distance; struct Edge { @@ -20,7 +21,7 @@ struct Edge { chunk_index_2: usize, } -fn create_edges(chunks_vec: Vec<(&u32, &Rc)>) -> Vec { +fn create_edges(chunks_vec: &Vec<(&u32, &Rc)>) -> Vec { let mut graph_edges: Vec = Vec::new(); let count_chunks = chunks_vec.len(); @@ -42,6 +43,28 @@ fn create_edges(chunks_vec: Vec<(&u32, &Rc)>) -> Vec { graph_edges } +fn find_leader_chunk_in_cluster(chunks_vec : &Vec<(&u32, &Rc)>, cluster : &Vec) -> usize{ + let mut leader_index = 0; + let mut min_sum_dist = std::u32::MAX; + + for chunk_index_1 in cluster.iter() { + let mut sum_dist_for_chunk = 0u32; + + for chunk_index_2 in cluster.iter() { + sum_dist_for_chunk += levenshtein_distance(Rc::clone(chunks_vec[*chunk_index_1].1), Rc::clone(chunks_vec[*chunk_index_2].1)) + } + + if sum_dist_for_chunk < min_sum_dist { + leader_index = *chunk_index_1; + min_sum_dist = sum_dist_for_chunk + } + } + return leader_index; + +} + + + pub(super) fn encoding(chunks_hashmap: &mut HashMap>) { let mut chunk_hash_leader_hash = Vec::new(); { @@ -49,11 +72,21 @@ pub(super) fn encoding(chunks_hashmap: &mut HashMap>) { chunks_vec.sort_by(|a, b| a.0.cmp(b.0)); let mut graph = Graph::new(chunks_hashmap.len()); - let graph_edges = create_edges(chunks_vec.clone()); + let graph_edges = create_edges(&chunks_vec); let clusters = graph.create_clusters_based_on_the_kraskal_algorithm(graph_edges); + let mut clusters_vec = vec![Vec::new(); chunks_vec.len()]; for (chunk_index, leader_index) in clusters.iter().enumerate() { - chunk_hash_leader_hash.push((*chunks_vec[chunk_index].0, *chunks_vec[*leader_index].0)) + clusters_vec[*leader_index].push(chunk_index); + } + + for cluster in clusters_vec { + if cluster.is_empty() { continue } + let leader_index = find_leader_chunk_in_cluster(&chunks_vec, &cluster); + + for chunk_index in &cluster { + chunk_hash_leader_hash.push((*chunks_vec[*chunk_index].0, *chunks_vec[leader_index].0)) + } } } diff --git a/code_dir/src/clusters/levenshtein_functions.rs b/code_dir/src/clusters/levenshtein_functions.rs index 96a0dae..ec1148d 100644 --- a/code_dir/src/clusters/levenshtein_functions.rs +++ b/code_dir/src/clusters/levenshtein_functions.rs @@ -55,7 +55,7 @@ pub(crate) fn encode(chunk_x: &Rc, chunk_y: &Rc) -> Vec, chunk_y: Rc) -> u32 { let levenshtein_matrix = - levenshtein_matrix(chunk_y.get_data().as_slice(), chunk_x.get_data().as_slice()); + levenshtein_matrix(chunk_x.get_data().as_slice(), chunk_y.get_data().as_slice()); levenshtein_matrix[chunk_y.size()][chunk_x.size()] } From 0005e3ae2d98d0b5753ec56da60e574250b1b199 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 17:08:45 +0300 Subject: [PATCH 020/132] refactor code, chunks to enum --- .idea/.gitignore | 8 + .idea/SBC_algorythm.iml | 14 + .idea/modules.xml | 8 + .idea/vcs.xml | 6 + Cargo.toml | 14 + code_dir/Cargo.toml | 9 - code_dir/src/clusters.rs | 123 - code_dir/src/clusters/chunk.rs | 11 - .../src/clusters/chunk_with_delta_code.rs | 47 - code_dir/src/clusters/chunk_with_full_code.rs | 26 - code_dir/src/clusters/graph.rs | 51 - code_dir/src/main.rs | 43 - runner/Cargo.toml | 9 + runner/files/SekienAkashita.jpg | Bin 0 -> 109466 bytes runner/files/ferris.png | Bin 0 -> 34971 bytes .../test1.txt => runner/files/output.txt | 0 runner/files/test1.txt | 4284 +++++++++++++++++ runner/src/main.rs | 30 + src/graph.rs | 174 + {code_dir/src => src}/hash_function.rs | 0 .../clusters => src}/levenshtein_functions.rs | 17 +- src/lib.rs | 108 + .../src/tests/mod.rs => tests/sbc_tests.rs | 5 +- 23 files changed, 4664 insertions(+), 323 deletions(-) create mode 100644 .idea/.gitignore create mode 100644 .idea/SBC_algorythm.iml create mode 100644 .idea/modules.xml create mode 100644 .idea/vcs.xml create mode 100644 Cargo.toml delete mode 100644 code_dir/Cargo.toml delete mode 100644 code_dir/src/clusters.rs delete mode 100644 code_dir/src/clusters/chunk.rs delete mode 100644 code_dir/src/clusters/chunk_with_delta_code.rs delete mode 100644 code_dir/src/clusters/chunk_with_full_code.rs delete mode 100644 code_dir/src/clusters/graph.rs delete mode 100644 code_dir/src/main.rs create mode 100644 runner/Cargo.toml create mode 100644 runner/files/SekienAkashita.jpg create mode 100644 runner/files/ferris.png rename code_dir/files/test1.txt => runner/files/output.txt (100%) create mode 100644 runner/files/test1.txt create mode 100644 runner/src/main.rs create mode 100644 src/graph.rs rename {code_dir/src => src}/hash_function.rs (100%) rename {code_dir/src/clusters => src}/levenshtein_functions.rs (78%) create mode 100644 src/lib.rs rename code_dir/src/tests/mod.rs => tests/sbc_tests.rs (69%) diff --git a/.idea/.gitignore b/.idea/.gitignore new file mode 100644 index 0000000..13566b8 --- /dev/null +++ b/.idea/.gitignore @@ -0,0 +1,8 @@ +# Default ignored files +/shelf/ +/workspace.xml +# Editor-based HTTP Client requests +/httpRequests/ +# Datasource local storage ignored files +/dataSources/ +/dataSources.local.xml diff --git a/.idea/SBC_algorythm.iml b/.idea/SBC_algorythm.iml new file mode 100644 index 0000000..4d8307a --- /dev/null +++ b/.idea/SBC_algorythm.iml @@ -0,0 +1,14 @@ + + + + + + + + + + + + + + \ No newline at end of file diff --git a/.idea/modules.xml b/.idea/modules.xml new file mode 100644 index 0000000..4c8224c --- /dev/null +++ b/.idea/modules.xml @@ -0,0 +1,8 @@ + + + + + + + + \ No newline at end of file diff --git a/.idea/vcs.xml b/.idea/vcs.xml new file mode 100644 index 0000000..35eb1dd --- /dev/null +++ b/.idea/vcs.xml @@ -0,0 +1,6 @@ + + + + + + \ No newline at end of file diff --git a/Cargo.toml b/Cargo.toml new file mode 100644 index 0000000..e34b1cd --- /dev/null +++ b/Cargo.toml @@ -0,0 +1,14 @@ +[workspace] +members = ["runner"] + +[package] +name = "sbc_algorithm" +version = "0.1.0" +edition = "2021" + +[dependencies] +fastcdc = "3.1.0" + + +[dev-dependencies] +sbc_algorithm = { path = "." } \ No newline at end of file diff --git a/code_dir/Cargo.toml b/code_dir/Cargo.toml deleted file mode 100644 index 7406789..0000000 --- a/code_dir/Cargo.toml +++ /dev/null @@ -1,9 +0,0 @@ -[package] -name = "code_dir" -version = "0.1.0" -edition = "2021" - -# See more keys and their definitions at https://doc.rust-lang.org/cargo/reference/manifest.html - -[dependencies] -fastcdc = "3.1.0" diff --git a/code_dir/src/clusters.rs b/code_dir/src/clusters.rs deleted file mode 100644 index 36d6d69..0000000 --- a/code_dir/src/clusters.rs +++ /dev/null @@ -1,123 +0,0 @@ - -pub(crate) mod chunk; -pub(crate) mod chunk_with_delta_code; -pub(crate) mod chunk_with_full_code; -pub mod graph; -pub mod levenshtein_functions; - -use chunk::Chunk; -use chunk_with_delta_code::ChunkWithDeltaCode; -use graph::Graph; -use std::collections::HashMap; -use std::rc::Rc; -use std::fs::File; -use std::io::{Write, Error}; -use crate::clusters::levenshtein_functions::levenshtein_distance; - - -struct Edge { - weight: u32, - chunk_index_1: usize, - chunk_index_2: usize, -} - -fn create_edges(chunks_vec: &Vec<(&u32, &Rc)>) -> Vec { - let mut graph_edges: Vec = Vec::new(); - - let count_chunks = chunks_vec.len(); - - 'continue_x: for x in 0..count_chunks { - for y in x + 1..count_chunks { - let dist = chunks_vec[y].0 - chunks_vec[x].0; - if dist > (1u32 << 31) { - continue 'continue_x; - } - graph_edges.push(Edge { - weight: dist, - chunk_index_1: x, - chunk_index_2: y, - }) - } - } - graph_edges.sort_by(|a, b| a.weight.cmp(&b.weight)); - graph_edges -} - -fn find_leader_chunk_in_cluster(chunks_vec : &Vec<(&u32, &Rc)>, cluster : &Vec) -> usize{ - let mut leader_index = 0; - let mut min_sum_dist = std::u32::MAX; - - for chunk_index_1 in cluster.iter() { - let mut sum_dist_for_chunk = 0u32; - - for chunk_index_2 in cluster.iter() { - sum_dist_for_chunk += levenshtein_distance(Rc::clone(chunks_vec[*chunk_index_1].1), Rc::clone(chunks_vec[*chunk_index_2].1)) - } - - if sum_dist_for_chunk < min_sum_dist { - leader_index = *chunk_index_1; - min_sum_dist = sum_dist_for_chunk - } - } - return leader_index; - -} - - - -pub(super) fn encoding(chunks_hashmap: &mut HashMap>) { - let mut chunk_hash_leader_hash = Vec::new(); - { - let mut chunks_vec: Vec<(&u32, &Rc)> = chunks_hashmap.iter().collect(); - chunks_vec.sort_by(|a, b| a.0.cmp(b.0)); - - let mut graph = Graph::new(chunks_hashmap.len()); - let graph_edges = create_edges(&chunks_vec); - let clusters = graph.create_clusters_based_on_the_kraskal_algorithm(graph_edges); - - let mut clusters_vec = vec![Vec::new(); chunks_vec.len()]; - for (chunk_index, leader_index) in clusters.iter().enumerate() { - clusters_vec[*leader_index].push(chunk_index); - } - - for cluster in clusters_vec { - if cluster.is_empty() { continue } - let leader_index = find_leader_chunk_in_cluster(&chunks_vec, &cluster); - - for chunk_index in &cluster { - chunk_hash_leader_hash.push((*chunks_vec[*chunk_index].0, *chunks_vec[leader_index].0)) - } - } - } - - for (chunk_hash, leader_hash) in chunk_hash_leader_hash { - if chunk_hash == leader_hash { - continue; - } - - let delta_code = levenshtein_functions::encode( - chunks_hashmap.get(&chunk_hash).unwrap(), - chunks_hashmap.get(&leader_hash).unwrap(), - ); - let link = Rc::clone(chunks_hashmap.get(&leader_hash).unwrap()); - let chunk = chunks_hashmap.get_mut(&chunk_hash).unwrap(); - *chunk = Rc::new(ChunkWithDeltaCode::new(link, delta_code)); - } -} - -pub fn decode(chunks_hashmap: &HashMap>, vec_with_hash_for_file : Vec) -> Result<(), Error> { - let mut file = File::create("files/output.txt")?; - for hash in vec_with_hash_for_file { - let chunk = chunks_hashmap.get(&hash).unwrap(); - file.write_all(chunk.get_data().as_slice())?; - } - Ok(()) -} - -pub fn size_hashmap(chunks_hashmap: &HashMap>) -> u32 { - let mut size_hashmap = 0; - for chunk in chunks_hashmap.iter() { - size_hashmap += chunk.1.size_in_memory(); - } - size_hashmap -} diff --git a/code_dir/src/clusters/chunk.rs b/code_dir/src/clusters/chunk.rs deleted file mode 100644 index bcba6eb..0000000 --- a/code_dir/src/clusters/chunk.rs +++ /dev/null @@ -1,11 +0,0 @@ -pub(crate) trait Chunk { - fn decode(&self); - - fn get_data(&self) -> Vec; - - fn size(&self) -> usize { - self.get_data().len() - } - - fn size_in_memory(&self) -> u32; -} diff --git a/code_dir/src/clusters/chunk_with_delta_code.rs b/code_dir/src/clusters/chunk_with_delta_code.rs deleted file mode 100644 index 127be72..0000000 --- a/code_dir/src/clusters/chunk_with_delta_code.rs +++ /dev/null @@ -1,47 +0,0 @@ -use std::mem::size_of_val; -use crate::clusters::chunk::Chunk; -use crate::clusters::levenshtein_functions::{Action, DeltaAction}; - -use std::rc::Rc; - -pub(crate) struct ChunkWithDeltaCode { - leader_chunk: Rc, - delta_code: Vec, -} - -impl Chunk for ChunkWithDeltaCode { - fn decode(&self) { - for byte in self.get_data() { - print!("{}", byte as char); - } - } - fn get_data(&self) -> Vec { - let mut chunk_data = self.leader_chunk.get_data(); - for delta_action in &self.delta_code { - match &delta_action.action { - Action::Del => { - chunk_data.remove(delta_action.index); - } - Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), - Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, - } - } - chunk_data - } - - fn size_in_memory(&self) -> u32 { - self.delta_code.len() as u32 * size_of_val(&self.delta_code[0]) as u32 + size_of_val(self) as u32 - } -} - -impl ChunkWithDeltaCode { - pub(crate) fn new( - leader_chunk: Rc, - chunk_delta_code: Vec, - ) -> ChunkWithDeltaCode { - ChunkWithDeltaCode { - leader_chunk, - delta_code: chunk_delta_code, - } - } -} diff --git a/code_dir/src/clusters/chunk_with_full_code.rs b/code_dir/src/clusters/chunk_with_full_code.rs deleted file mode 100644 index 5c2b855..0000000 --- a/code_dir/src/clusters/chunk_with_full_code.rs +++ /dev/null @@ -1,26 +0,0 @@ -use std::mem::size_of_val; -use crate::clusters::chunk::Chunk; -pub(crate) struct ChunkWithFullCode { - data: Vec, -} - -impl Chunk for ChunkWithFullCode { - fn decode(&self) { - for byte in self.get_data() { - print!("{}", byte as char); - } - } - fn get_data(&self) -> Vec { - self.data.clone() - } - - fn size_in_memory(&self) -> u32 { - self.data.len() as u32 * size_of_val(&self.data[0]) as u32 - } -} - -impl ChunkWithFullCode { - pub(crate) fn new(chunk_data: Vec) -> ChunkWithFullCode { - ChunkWithFullCode { data: chunk_data } - } -} diff --git a/code_dir/src/clusters/graph.rs b/code_dir/src/clusters/graph.rs deleted file mode 100644 index a07fbac..0000000 --- a/code_dir/src/clusters/graph.rs +++ /dev/null @@ -1,51 +0,0 @@ -use crate::clusters::Edge; - -pub(crate) struct Graph { - parent: Vec, - rank: Vec, -} - -impl Graph { - pub(crate) fn new(graph_count_vertices: usize) -> Graph { - Graph { - parent: (0..graph_count_vertices).collect(), - rank: vec![0u32; graph_count_vertices], - } - } - - fn union_set(&mut self, index_set_1: usize, index_set_2: usize) { - if self.rank[index_set_1] < self.rank[index_set_2] { - self.rank[index_set_2] += self.rank[index_set_1]; - self.parent[index_set_1] = self.parent[index_set_2]; - } else { - self.rank[index_set_1] += self.rank[index_set_2]; - self.parent[index_set_2] = self.parent[index_set_1]; - } - } - - fn find_set(&mut self, index_set: usize) -> usize { - if index_set != self.parent[index_set] { - self.parent[index_set] = self.find_set(self.parent[index_set]); - return self.parent[index_set]; - } - index_set - } - - pub(super) fn create_clusters_based_on_the_kraskal_algorithm( - &mut self, - edges: Vec, - ) -> Vec { - for edge in edges { - let index_set_1 = self.find_set(edge.chunk_index_1); - let index_set_2 = self.find_set(edge.chunk_index_2); - if index_set_1 != index_set_2 { - self.union_set(index_set_1, index_set_2); - } - } - for i in self.parent.clone() { - self.find_set(i); - } - - self.parent.clone() - } -} diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs deleted file mode 100644 index a20ea4a..0000000 --- a/code_dir/src/main.rs +++ /dev/null @@ -1,43 +0,0 @@ -#[cfg(test)] -mod tests; -mod hash_function; -mod clusters; - -use std::collections::HashMap; -use std::fs; -use std::io::{BufReader, Read}; -use crate::hash_function::hash; -use crate::clusters::chunk::Chunk; -use crate::clusters::chunk_with_full_code::ChunkWithFullCode; -use clusters::*; -use std::fs::File; -use std::rc::Rc; - -fn main() -> Result<(), std::io::Error> { - let path = "files/test1.txt"; - let input = File::open(path)?; - println!("size before chunking: {}", input.metadata().unwrap().len()); - - let mut buffer = BufReader::new(input); - let contents = fs::read(path).unwrap(); - let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); - let mut chunks_hashmap: HashMap> = HashMap::new(); - let mut vec_with_hash_for_file = Vec::new(); - - for chunk in chunks { - let length = chunk.length; - let mut bytes = vec![0; length]; - buffer.read_exact(&mut bytes)?; - let chunk_hash = hash(bytes.as_slice()); - vec_with_hash_for_file.push(chunk_hash); - - chunks_hashmap.insert(chunk_hash, Rc::new(ChunkWithFullCode::new(bytes))); - } - - encoding(&mut chunks_hashmap); - let _ = decode(&chunks_hashmap, vec_with_hash_for_file); - - println!("size after chunking: {}", size_hashmap(&chunks_hashmap)); - Ok(()) -} - diff --git a/runner/Cargo.toml b/runner/Cargo.toml new file mode 100644 index 0000000..565b1ab --- /dev/null +++ b/runner/Cargo.toml @@ -0,0 +1,9 @@ +[package] +name = "runner" +version = "0.1.0" +edition = "2021" + + +[dependencies] +sbc_algorithm = { path = "../." } +fastcdc = "3.1.0" diff --git a/runner/files/SekienAkashita.jpg b/runner/files/SekienAkashita.jpg new file mode 100644 index 0000000000000000000000000000000000000000..71b09702c447a34208cb3df86a0a5bb70ab4e0ad GIT binary patch literal 109466 zcmeFZcUV))*DxAHMFm7fK~TYls5I${KvYCTL`0M-@{oc zHR6xrPq1~TPFSCSNi36qorL~i;?J8VEw7+_VK7@;*nSucwhAUCu>mFtg(RRqn1nKH z#Znjs^OD%|cQ`;|@1HQsAQ)X3^n`7M?#mK-e}`jYQLyEImVFHUwn8`5;$p3T{2uke zdLg%;^~Z){L;SIqwi|07fax7LU}U0u0Q%pqd&uO#0TVp~2plH)MB>i&td_H4$Fk`RL|U$IhZ)#^3U5F7k6Qv$Y3@~_Nw zFp1?7lFODaTOqY_)e1=&eJFFiD+5CeS^!_ zdMu>W5*@yM{_Y)OsPL@p`kv!S=Y1^SWQ7_j_FnjcWR>4&B8PotpHP30eX}C@ZQnR2 zr?R%L4**eC}*TzMCh?%+80@_W6@ 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+майоран +мадригал +мазаться +мазаный +мазила +маета +мадьярский +мазер +мазурик +маго +магниевый +магарыч +магнезия +магометанство +мазутный +мазурина +магнум +мазар +мазохистка +мазка +мазурский +майордом +магнето +маза +магматический +магнитометр +майорша +магистратский +магнетизёр +магнитик +майнер +мажоритарный +магнитосфера +мавританка +мазу +мазкий +магизм +майолика +мазануть +мадия +маетность +магнитофончик +магнетически +мазилка +магнетит +маглев +мазанный +магнитоплан diff --git a/runner/src/main.rs b/runner/src/main.rs new file mode 100644 index 0000000..12d0a74 --- /dev/null +++ b/runner/src/main.rs @@ -0,0 +1,30 @@ +extern crate sbc_algorithm; +use std::fs; +use std::fs::File; +use std::io::{BufReader, Read}; +use sbc_algorithm::SBCMap; + +pub fn main() -> Result<(), std::io::Error> { + let path = "files/test1.txt"; + let input = File::open(path)?; + println!("size before chunking: {}", input.metadata().unwrap().len()); + + let mut buffer = BufReader::new(input); + let contents = fs::read(path).unwrap(); + let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); + let mut cdc_vec = Vec::new(); + + + for chunk in chunks { + let length = chunk.length; + let mut bytes = vec![0; length]; + buffer.read_exact(&mut bytes)?; + cdc_vec.push((chunk.hash, bytes)); + + } + + let mut sbc_map = SBCMap::new(cdc_vec); + sbc_map.encode(); + + Ok(()) +} diff --git a/src/graph.rs b/src/graph.rs new file mode 100644 index 0000000..e6592b6 --- /dev/null +++ b/src/graph.rs @@ -0,0 +1,174 @@ +use std::collections::HashMap; +use crate::levenshtein_functions::levenshtein_distance; +use crate::{Chunk, match_chunk}; +const MAX_WEIGHT_EDGE : u32 = 1 << 10; + + +pub struct Vertex { + pub(crate) parent : u32, + rank : u32, +} + + +pub(self) struct Edge { + weight: u32, + hash_chunk_1: u32, + hash_chunk_2: u32, +} + + +pub struct Graph { + pub(crate) vertices: HashMap, +} + +fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster : &Vec) -> u32 { + let mut leader_hash = 0; + let mut min_sum_dist = u32::MAX; + + + for chunk_hash_1 in cluster.iter() { + let mut sum_dist_for_chunk = 0u32; + + let chunk_data_1 = match_chunk(chunks_hashmap, chunk_hash_1); + + for chunk_hash_2 in cluster.iter() { + let chunk_data_2 = match_chunk(chunks_hashmap, chunk_hash_2); + + sum_dist_for_chunk += levenshtein_distance(chunk_data_1.as_slice(), + chunk_data_2.as_slice()); + } + + if sum_dist_for_chunk < min_sum_dist { + leader_hash = *chunk_hash_1; + min_sum_dist = sum_dist_for_chunk + } + } + return leader_hash; + +} + + +fn create_edges(chunks_hashmap: &HashMap) -> Vec { + let mut graph_edges: Vec = Vec::new(); + + + for hash_1 in chunks_hashmap.keys() { + for hash_2 in hash_1-std::cmp::min(*hash_1, MAX_WEIGHT_EDGE)..=hash_1+std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) { + if !chunks_hashmap.contains_key(&hash_2) { + continue; + } + let dist = std::cmp::max(hash_2, *hash_1) - std::cmp::min(hash_2, *hash_1); + + graph_edges.push(Edge { + weight: dist, + hash_chunk_1: *hash_1, + hash_chunk_2: hash_2, + }) + } + } + + graph_edges.sort_by(|a, b| a.weight.cmp(&b.weight)); + graph_edges +} + + + +impl Graph { + pub(crate) fn new(chunks_hashmap: &HashMap) -> Graph { + let mut vertices = HashMap::new(); + + for chunk_hash in chunks_hashmap.keys() { + vertices.insert(*chunk_hash, Vertex { parent : *chunk_hash, rank : 1 }); + } + + let mut graph = Graph { vertices }; + let edges = create_edges(&chunks_hashmap); + graph.create_graph_based_on_the_kraskal_algorithm(edges); + + graph.find_leaders_in_clusters(chunks_hashmap); + graph + } + + #[allow(dead_code)] + pub(crate) fn add_vertex(&mut self, hash : u32) { + let mut edge = Edge { weight : u32::MAX, hash_chunk_1 : hash, hash_chunk_2 : 0 }; + + for other_hash in std::cmp::max(hash-MAX_WEIGHT_EDGE, u32::MIN)..std::cmp::min(hash+MAX_WEIGHT_EDGE, u32::MAX) { + if self.vertices.contains_key(&other_hash) { + let leader_for_other_chunk = self.vertices.get(&other_hash).unwrap().parent; + let dist = (leader_for_other_chunk as i64 - hash as i64).abs() as u32; + if dist < edge.weight { + edge.weight = dist; + edge.hash_chunk_2 = leader_for_other_chunk; + } + } + } + + if edge.weight <= MAX_WEIGHT_EDGE { + self.vertices.insert(hash, Vertex { parent : edge.hash_chunk_2, rank : 1}); + } else { + self.vertices.insert(hash, Vertex { parent : hash, rank : 1 }); + } + } + + fn union_set(&mut self, hash_set_1: u32, hash_set_2: u32) { + let hash_vertex_1 = self.vertices.get_key_value(&hash_set_1).unwrap(); + let hash_vertex_2 = self.vertices.get_key_value(&hash_set_2).unwrap(); + let rank = hash_vertex_2.1.rank + hash_vertex_1.1.rank; + let hash_1 = *hash_vertex_1.0; + let hash_2 = *hash_vertex_2.0; + + if hash_vertex_1.1.rank < hash_vertex_2.1.rank { + self.vertices.insert(hash_2, Vertex { parent : hash_2, rank }) ; + self.vertices.insert(hash_1, Vertex { parent : hash_2, rank }) ; + } else { + self.vertices.insert(hash_1, Vertex { parent : hash_1, rank }) ; + self.vertices.insert(hash_2, Vertex { parent : hash_1, rank }) ; + } + } + + fn find_set(&mut self, hash_set: u32) -> u32 { + let parent = self.vertices.get(&hash_set).unwrap().parent; + let rank = self.vertices.get(&hash_set).unwrap().rank; + + if hash_set != parent { + let parent = self.find_set(parent); + self.vertices.insert(hash_set, Vertex { parent, rank }); + return self.vertices.get(&hash_set).unwrap().parent; + } + hash_set + } + + fn create_graph_based_on_the_kraskal_algorithm(&mut self, edges: Vec) { + for edge in edges { + let hash_set_1 = self.find_set(edge.hash_chunk_1); + let hash_set_2 = self.find_set(edge.hash_chunk_2); + if hash_set_1 != hash_set_2 { + self.union_set(hash_set_1, hash_set_2); + } + } + } + + pub fn find_leaders_in_clusters(&mut self, chunks_hashmap: &HashMap) { + let mut clusters = HashMap::new(); + + let mut vector_keys = Vec::new(); + for key in self.vertices.keys() { vector_keys.push(*key); } + + for hash in vector_keys { + let leader = self.find_set(hash); + let cluster = clusters.entry(leader).or_insert(Vec::new()); + cluster.push(hash); + } + + for cluster in clusters.values() { + if cluster.is_empty() { continue } + + let leader_hash = find_leader_chunk_in_cluster(chunks_hashmap, cluster); + + for chunk_index in cluster { + self.vertices.get_mut(chunk_index).unwrap().parent = leader_hash; + } + } + } +} diff --git a/code_dir/src/hash_function.rs b/src/hash_function.rs similarity index 100% rename from code_dir/src/hash_function.rs rename to src/hash_function.rs diff --git a/code_dir/src/clusters/levenshtein_functions.rs b/src/levenshtein_functions.rs similarity index 78% rename from code_dir/src/clusters/levenshtein_functions.rs rename to src/levenshtein_functions.rs index ec1148d..bdc8675 100644 --- a/code_dir/src/clusters/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -1,6 +1,4 @@ -use crate::clusters::chunk::Chunk; use std::cmp::min; -use std::rc::Rc; use Action::*; pub(crate) enum Action { @@ -14,10 +12,10 @@ pub(crate) struct DeltaAction { pub(crate) byte_value: u8, } -pub(crate) fn encode(chunk_x: &Rc, chunk_y: &Rc) -> Vec { - let data_chunk_x = chunk_x.get_data(); - let data_chunk_y = chunk_y.get_data(); - let matrix = levenshtein_matrix(data_chunk_x.as_slice(), data_chunk_y.as_slice()); + +pub(crate) fn encode(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec { + + let matrix = levenshtein_matrix(data_chunk_x, data_chunk_y); let mut delta_code_for_chunk_x: Vec = Vec::new(); let mut x = data_chunk_x.len(); let mut y = data_chunk_y.len(); @@ -52,11 +50,10 @@ pub(crate) fn encode(chunk_x: &Rc, chunk_y: &Rc) -> Vec, chunk_y: Rc) -> u32 { +pub(crate) fn levenshtein_distance(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> u32 { let levenshtein_matrix = - levenshtein_matrix(chunk_x.get_data().as_slice(), chunk_y.get_data().as_slice()); - levenshtein_matrix[chunk_y.size()][chunk_x.size()] + levenshtein_matrix(data_chunk_x, data_chunk_y); + levenshtein_matrix[data_chunk_y.len()][data_chunk_x.len()] } pub(crate) fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { diff --git a/src/lib.rs b/src/lib.rs new file mode 100644 index 0000000..2dc79af --- /dev/null +++ b/src/lib.rs @@ -0,0 +1,108 @@ +use levenshtein_functions::{Action, DeltaAction}; +use std::collections::HashMap; +use graph::Graph; + +mod graph; +pub mod levenshtein_functions; +mod hash_function; + +fn size_hashmap(hash_map: &HashMap) -> u32 { + let mut size = 0; + for i in hash_map { + match i.1 { + Chunk::Simple { data } => size += data.len() as u32, + Chunk::Delta { hash : _, delta_code } => size += 4 + delta_code.len() as u32 * 10, + } + } + size +} + +pub(crate) enum Chunk { + Simple {data : Vec}, + Delta {hash : u32, delta_code : Vec} +} + +pub struct SBCMap { + chunks_hashmap: HashMap, + graph: Graph, +} + +fn match_chunk(chunks_hashmap : &HashMap, hash: &u32) -> Vec{ + let chunk = chunks_hashmap.get(hash).unwrap(); + match chunk { + Chunk::Simple { data } => data.clone(), + Chunk::Delta { hash, delta_code } => { + println!("{}", hash); + let mut chunk_data = match_chunk(chunks_hashmap, hash); + + for delta_action in delta_code { + match &delta_action.action { + Action::Del => { + chunk_data.remove(delta_action.index); + } + Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), + Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, + } + } + chunk_data + } + } +} + +impl SBCMap { + pub fn new(cdc_map : Vec<(u64, Vec)>) -> SBCMap { + let mut chunks_hashmap : HashMap = HashMap::new(); + for (_hash, chunk) in cdc_map { + let chunk_hash = hash_function::hash(chunk.as_slice()); + chunks_hashmap.insert(chunk_hash, Chunk::Simple{data : chunk}); + } + let graph = Graph::new(&chunks_hashmap); + + SBCMap { + chunks_hashmap, + graph, + } + } + + pub fn encode(&mut self) { + for (hash, vertex) in &self.graph.vertices { + if *hash != vertex.parent { + let chunk_data_1 = match_chunk(&self.chunks_hashmap, &vertex.parent); + let chunk_data_2 = match_chunk(&self.chunks_hashmap, hash); + + self.chunks_hashmap.insert(*hash, Chunk::Delta { + hash : vertex.parent, + delta_code : levenshtein_functions::encode(chunk_data_1.as_slice(), + chunk_data_2.as_slice()) + }); + } + } + println!("size after chunking: {}", size_hashmap(&self.chunks_hashmap)); + } + + // pub fn insert(&mut self, chunk : Vec) { + // let hash = hash_function::hash(chunk.as_slice()); + // self.graph.add_vertex(hash); + // + // let hash_leader = self.graph.vertices.get(&hash).unwrap().parent; + // if (hash_leader == hash) { + // self.chunks_hashmap.insert(hash, Box::new(ChunkWithFullCode::new(chunk))); + // } else { + // let chunk_data_1 = match self.chunks_hashmap.get(&hash_leader).unwrap().get_data() { + // DataEnum::Data(Data) => Data, + // DataEnum::DeltaCode {hash_leader_chunk, delta_code} => Vec::new(), + // }; + // let chunk_data_2 = match self.chunks_hashmap.get(&hash).unwrap().get_data() { + // DataEnum::Data(Data) => Data, + // DataEnum::DeltaCode {hash_leader_chunk, delta_code} => Vec::new(), + // }; + // + // self.chunks_hashmap.insert(hash, Box::new(ChunkWithDeltaCode::new( + // hash_leader, + // levenshtein_functions::encode(chunk_data_1.as_slice(), + // chunk_data_2.as_slice()) + // ))); + // } + // } + +} diff --git a/code_dir/src/tests/mod.rs b/tests/sbc_tests.rs similarity index 69% rename from code_dir/src/tests/mod.rs rename to tests/sbc_tests.rs index 9202a61..171b8d4 100644 --- a/code_dir/src/tests/mod.rs +++ b/tests/sbc_tests.rs @@ -1,4 +1,3 @@ -use super::*; #[test] fn test_hash_function() { @@ -7,6 +6,6 @@ fn test_hash_function() { for byte in string.bytes() { data.push(byte); } - let hash = hash(data.as_slice()); - println!("{:b}", hash); + // let hash = hash(data.as_slice()); + // println!("{:b}", hash); } From b4151e57da119282b049addfb746b4b229e9cde8 Mon Sep 17 00:00:00 2001 From: Maxim Scherbakov <146823351+maxscherbakov@users.noreply.github.com> Date: Sun, 19 May 2024 17:20:16 +0300 Subject: [PATCH 021/132] Delete .idea directory --- .idea/.gitignore | 8 -------- .idea/SBC_algorythm.iml | 14 -------------- .idea/modules.xml | 8 -------- .idea/vcs.xml | 6 ------ 4 files changed, 36 deletions(-) delete mode 100644 .idea/.gitignore delete mode 100644 .idea/SBC_algorythm.iml delete mode 100644 .idea/modules.xml delete mode 100644 .idea/vcs.xml diff --git a/.idea/.gitignore b/.idea/.gitignore deleted file mode 100644 index 13566b8..0000000 --- a/.idea/.gitignore +++ /dev/null @@ -1,8 +0,0 @@ -# Default ignored files -/shelf/ -/workspace.xml -# Editor-based HTTP Client requests -/httpRequests/ -# Datasource local storage ignored files -/dataSources/ -/dataSources.local.xml diff --git a/.idea/SBC_algorythm.iml b/.idea/SBC_algorythm.iml deleted file mode 100644 index 4d8307a..0000000 --- a/.idea/SBC_algorythm.iml +++ /dev/null @@ -1,14 +0,0 @@ - - - - - - - - - - - - - - \ No newline at end of file diff --git a/.idea/modules.xml b/.idea/modules.xml deleted file mode 100644 index 4c8224c..0000000 --- a/.idea/modules.xml +++ /dev/null @@ -1,8 +0,0 @@ - - - - - - - - \ No newline at end of file diff --git a/.idea/vcs.xml b/.idea/vcs.xml deleted file mode 100644 index 35eb1dd..0000000 --- a/.idea/vcs.xml +++ /dev/null @@ -1,6 +0,0 @@ - - - - - - \ No newline at end of file From a3f556a9d835997ced82c77aef4ab76ed1b6287d Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 17:45:05 +0300 Subject: [PATCH 022/132] merge --- code_dir/Cargo.toml | 10 - code_dir/src/main.rs | 29 --- code_dir/src/my_lib/chunk.rs | 31 --- code_dir/src/my_lib/graph.rs | 49 ---- code_dir/src/my_lib/mod.rs | 120 --------- code_dir/test/test1.txt | 476 ----------------------------------- 6 files changed, 715 deletions(-) delete mode 100644 code_dir/Cargo.toml delete mode 100644 code_dir/src/main.rs delete mode 100644 code_dir/src/my_lib/chunk.rs delete mode 100644 code_dir/src/my_lib/graph.rs delete mode 100644 code_dir/src/my_lib/mod.rs delete mode 100644 code_dir/test/test1.txt diff --git a/code_dir/Cargo.toml b/code_dir/Cargo.toml deleted file mode 100644 index baf57b6..0000000 --- a/code_dir/Cargo.toml +++ /dev/null @@ -1,10 +0,0 @@ -[package] -name = "code_dir" -version = "0.1.0" -edition = "2021" - -# See more keys and their definitions at https://doc.rust-lang.org/cargo/reference/manifest.html - -[dependencies] -fastcdc = "3.1.0" -memmap2 = "0.9.4" \ No newline at end of file diff --git a/code_dir/src/main.rs b/code_dir/src/main.rs deleted file mode 100644 index 207a4fd..0000000 --- a/code_dir/src/main.rs +++ /dev/null @@ -1,29 +0,0 @@ -mod my_lib; -use memmap2::Mmap; -use my_lib::chunk::Chunk; -use my_lib::*; -use std::fs::File; - -fn main() -> Result<(), std::io::Error>{ - let path = "test/test1.txt"; - - let input = File::open(path)?; - let memory_map = unsafe { Mmap::map(&input)? }; - - let mut chunks_with_full_code = Vec::new(); - let contents = std::fs::read(path).unwrap(); - let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); - - for chunk in chunks { - println!("offset={} length={}", chunk.offset, chunk.length); - chunks_with_full_code.push(Chunk::new( - chunk.offset, - chunk.length, - &memory_map[chunk.offset..chunk.length + chunk.offset], - )); - } - - let _ = encode(chunks_with_full_code.as_mut_slice(), "test_out.chunks"); - let _ = decode::decode_file_with_chunks("test_out.chunks", "test_decode.txt"); - Ok(()) -} diff --git a/code_dir/src/my_lib/chunk.rs b/code_dir/src/my_lib/chunk.rs deleted file mode 100644 index 8351f9b..0000000 --- a/code_dir/src/my_lib/chunk.rs +++ /dev/null @@ -1,31 +0,0 @@ -pub(crate) struct Chunk<'a> { - pub(crate) offset: usize, - length: usize, - pub(crate) data: &'a [u8], -} - -impl Chunk<'_> { - pub(crate) fn new( - offset: usize, - length: usize, - data: &[u8], - ) -> Chunk { - Chunk { - offset, - length, - data, - } - } - - pub(crate) fn get_data(&self) -> Vec { - self.data.to_vec() - } - - pub(crate) fn get_offset(&self) -> usize { - self.offset - } - - pub(crate) fn get_length(&self) -> usize { - self.length - } -} diff --git a/code_dir/src/my_lib/graph.rs b/code_dir/src/my_lib/graph.rs deleted file mode 100644 index 3b7fe2f..0000000 --- a/code_dir/src/my_lib/graph.rs +++ /dev/null @@ -1,49 +0,0 @@ -use crate::my_lib::Edge; - -pub(super) struct Graph<'a> { - parents: Vec, - rank: Vec, - edges: &'a Vec, -} - -impl Graph<'_> { - pub(crate) fn new(vertex_count: usize, edges: &Vec) -> Graph { - Graph { - parents: (0..vertex_count).collect(), - rank: vec![0u32; vertex_count], - edges, - } - } - - fn union_set(&mut self, index_set_1: usize, index_set_2: usize) { - if self.rank[index_set_1] < self.rank[index_set_2] { - self.rank[index_set_2] += self.rank[index_set_1]; - self.parents[index_set_1] = self.parents[index_set_2]; - } else { - self.rank[index_set_1] += self.rank[index_set_2]; - self.parents[index_set_2] = self.parents[index_set_1]; - } - } - - fn find_set(&mut self, index_set: usize) -> usize { - if index_set != self.parents[index_set] { - self.parents[index_set] = self.find_set(self.parents[index_set]); - return self.parents[index_set]; - } - index_set - } - - pub(super) fn create_clusters_based_on_the_kraskal_algorithm(&mut self) -> Vec { - for edge in self.edges { - let index_set_1 = self.find_set(edge.chunk_index_1); - let index_set_2 = self.find_set(edge.chunk_index_2); - if index_set_1 != index_set_2 { - self.union_set(index_set_1, index_set_2); - } - } - for vertex in 0..self.parents.len() { - self.parents[vertex] = self.find_set(self.parents[vertex]); - } - self.parents.to_vec() - } -} diff --git a/code_dir/src/my_lib/mod.rs b/code_dir/src/my_lib/mod.rs deleted file mode 100644 index 6c4c624..0000000 --- a/code_dir/src/my_lib/mod.rs +++ /dev/null @@ -1,120 +0,0 @@ -pub(super) mod chunk; -pub(super) mod decode; -mod graph; -mod levenshtein_functions; - -use chunk::Chunk; -use graph::Graph; -use levenshtein_functions::*; -use std::fs::File; -use std::io::{Write, Error}; - -struct Edge { - weight: u32, - chunk_index_1: usize, - chunk_index_2: usize, -} - -fn create_edges(chunks: &[Chunk]) -> Vec { - let count_chunks = chunks.len(); - let mut graph_edges = Vec::new(); - - for x in 0..count_chunks { - for y in x + 1..count_chunks { - let dist = levenshtein_distance(&chunks[x], &chunks[y]); - if dist <= 50 { - graph_edges.push(Edge { - weight: dist, - chunk_index_1: y, - chunk_index_2: x, - }) - } - } - } - graph_edges.sort_by(|a, b| a.weight.cmp(&b.weight)); - graph_edges -} - -#[allow(dead_code)] -fn find_chunk_leader_index(group: &[Chunk]) -> usize { - let mut sum_distance = vec![0u32; group.len()]; - for chunk_index_1 in 0..group.len() { - for chunk_index_2 in chunk_index_1 + 1..group.len() { - let distance = levenshtein_distance(&group[chunk_index_1], &group[chunk_index_2]); - sum_distance[chunk_index_1] += distance; - sum_distance[chunk_index_2] += distance; - } - } - let min_sum_distance = sum_distance.iter().min().unwrap(); - sum_distance - .iter() - .position(|r| r == min_sum_distance) - .unwrap() -} - -pub(super) fn write_to_file_chunk_with_full_code(chunk: &Chunk, output: &mut File) -> Result<(), Error> { - output.write_all(&0u8.to_ne_bytes())?; - output - .write_all(&chunk.get_length().to_ne_bytes())?; - output.write_all(&chunk.data)?; - Ok(()) -} - -fn write_to_file_chunk_with_delta_code( - offset_leader_chunk: usize, - delta_code: Vec, - output: &mut File, -) -> Result<(), Error>{ - output.write_all(&1u8.to_ne_bytes())?; - let size = delta_code.len() * 10; - output.write_all(&size.to_ne_bytes())?; - output - .write_all(&offset_leader_chunk.to_ne_bytes())?; - - for action in delta_code { - let action_id : u8; - match action.action { - Action::Del => action_id = 0, - Action::Add => action_id = 1, - Action::Rep => action_id = 2, - } - output - .write_all(&action_id.to_ne_bytes())?; - output - .write_all(&action.index.to_ne_bytes())?; - output - .write_all(&action.byte_value.to_ne_bytes())?; - } - Ok(()) -} - -pub(super) fn encode(chunks: &mut [Chunk], path: &str) -> Result<(), Error>{ - let mut file = File::create(path)?; - let graph_edges = create_edges(chunks); - let mut graph = Graph::new(chunks.len(), &graph_edges); - - let leaders = graph.create_clusters_based_on_the_kraskal_algorithm(); - let mut offset = 0usize; - - for (chunk_index, leader_index) in leaders.iter().enumerate() { - if *leader_index == chunk_index { - chunks[*leader_index].offset = offset; - offset += chunks[chunk_index].get_length() + 9; - } else { - offset += delta_encode(&chunks[chunk_index], &chunks[*leader_index]).len() * 10 + 17; - } - } - for (chunk_index, leader_index) in leaders.iter().enumerate() { - if *leader_index == chunk_index { - let _ = write_to_file_chunk_with_full_code(&chunks[chunk_index], &mut file); - } else { - let delta_code = delta_encode(&chunks[chunk_index], &chunks[*leader_index]); - let _ = write_to_file_chunk_with_delta_code( - chunks[*leader_index].get_offset(), - delta_code, - &mut file, - ); - } - } - Ok(()) -} diff --git a/code_dir/test/test1.txt b/code_dir/test/test1.txt deleted file mode 100644 index 9d47b38..0000000 --- a/code_dir/test/test1.txt +++ /dev/null @@ -1,476 +0,0 @@ -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан From c24b85638d50575c33c00b65e5c65c6fde923502 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 17:52:04 +0300 Subject: [PATCH 023/132] levenshtein_functions param to &[u8] --- src/decode.rs | 97 ------------------------------------ src/levenshtein_functions.rs | 26 ++++------ 2 files changed, 9 insertions(+), 114 deletions(-) delete mode 100644 src/decode.rs diff --git a/src/decode.rs b/src/decode.rs deleted file mode 100644 index 77ccae9..0000000 --- a/src/decode.rs +++ /dev/null @@ -1,97 +0,0 @@ -use crate::my_lib::levenshtein_functions::{Action, DeltaAction}; -use memmap2::Mmap; -use std::fs::File; -use std::io::Write; - -pub(crate) fn decode_file_with_chunks(input_path: &str, output_path: &str) -> Result<(), std::io::Error>{ - let input = File::open(input_path)?; - let mut output = File::create(output_path)?; - - let memory_map = unsafe { Mmap::map(&input)? }; - let mut offset = 0usize; - let header_size = 9usize; - let max_offset = input.metadata().unwrap().len() as usize; - - while offset < max_offset { - let header_chunk = &memory_map[offset..offset + header_size]; - match header_chunk[0] { - 0 => { - let mut length_arr = [0u8; 8]; - length_arr.copy_from_slice(&header_chunk[1..(8 + 1)]); - let length = u64::from_le_bytes(length_arr) as usize; - - output - .write_all(&memory_map[offset + header_size..offset + header_size + length])?; - offset += length + header_size; - } - 1 => { - let mut length_arr = [0u8; 8]; - length_arr.copy_from_slice(&header_chunk[1..(8 + 1)]); - let length = u64::from_le_bytes(length_arr).to_le() as usize; - - let mut offset_leader_chunk_arr = [0u8; 8]; - offset_leader_chunk_arr.copy_from_slice(&memory_map[offset + header_size..offset + header_size + 8]); - let offset_leader_chunk = - unsafe { std::mem::transmute::<[u8; 8], u64>(offset_leader_chunk_arr) }.to_le() - as usize; - - - let mut length_leader_chunk_arr = [0u8; 8]; - length_leader_chunk_arr.copy_from_slice(&memory_map[offset_leader_chunk+1..offset_leader_chunk + header_size]); - let length_leader_chunk = - unsafe { std::mem::transmute::<[u8; 8], u64>(length_leader_chunk_arr) }.to_le() - as usize; - - - let mut data_leader_chunk = memory_map[offset_leader_chunk + header_size - ..offset_leader_chunk + header_size + length_leader_chunk] - .to_vec(); - - let delta_code_slice = - &memory_map[offset + header_size + 8..offset + header_size + 8 + length]; - let mut action_index = 0; - while action_index < length { - let action: Action = match delta_code_slice[action_index] { - 0 => Action::Del, - 1 => Action::Add, - 2 => Action::Rep, - other_byte => panic!("There is no action with number {}!", other_byte), - }; - - let mut cursor_on_action_in_chunk_arr = [0u8; 8]; - cursor_on_action_in_chunk_arr.copy_from_slice(&delta_code_slice[(1 + action_index)..(9 + action_index)]); - let cursor_on_action_in_chunk = - unsafe { std::mem::transmute::<[u8; 8], u64>(cursor_on_action_in_chunk_arr) }.to_le() - as usize; - - let action_byte_value = delta_code_slice[action_index + 9]; - let delta_action = DeltaAction { - action, - index: cursor_on_action_in_chunk, - byte_value: action_byte_value, - }; - - match delta_action.action { - Action::Del => { - data_leader_chunk.remove(delta_action.index); - } - Action::Add => { - data_leader_chunk.insert(delta_action.index, delta_action.byte_value) - } - Action::Rep => { - data_leader_chunk[delta_action.index] = delta_action.byte_value - } - } - - action_index += 10; - } - output - .write_all(data_leader_chunk.as_slice())?; - - offset += length + header_size + 8; - } - other_byte => panic!("There is no chunk with ID {}!", other_byte), - } - } - Ok(()) -} diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index bf2ba47..bdc8675 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -1,4 +1,3 @@ -use crate::my_lib::chunk::Chunk; use std::cmp::min; use Action::*; @@ -7,21 +6,17 @@ pub(crate) enum Action { Add, Rep, } - pub(crate) struct DeltaAction { pub(crate) action: Action, pub(crate) index: usize, pub(crate) byte_value: u8, } -pub(crate) fn delta_encode( - chunk_x: &Chunk, - chunk_y: &Chunk, -) -> Vec { - let data_chunk_x = chunk_x.get_data(); - let data_chunk_y = chunk_y.get_data(); - let matrix = levenshtein_matrix(data_chunk_x.as_slice(), data_chunk_y.as_slice()); - let mut delta_code_for_chunk_x = Vec::new(); + +pub(crate) fn encode(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec { + + let matrix = levenshtein_matrix(data_chunk_x, data_chunk_y); + let mut delta_code_for_chunk_x: Vec = Vec::new(); let mut x = data_chunk_x.len(); let mut y = data_chunk_y.len(); while x > 0 && y > 0 { @@ -55,16 +50,13 @@ pub(crate) fn delta_encode( delta_code_for_chunk_x } -pub(crate) fn levenshtein_distance( - chunk_x: &Chunk, - chunk_y: &Chunk, -) -> u32 { +pub(crate) fn levenshtein_distance(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> u32 { let levenshtein_matrix = - levenshtein_matrix(chunk_x.get_data().as_slice(), chunk_y.get_data().as_slice()); - levenshtein_matrix[chunk_y.get_length()][chunk_x.get_length()] + levenshtein_matrix(data_chunk_x, data_chunk_y); + levenshtein_matrix[data_chunk_y.len()][data_chunk_x.len()] } -fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { +pub(crate) fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { let mut levenshtein_matrix = vec![vec![0u32; data_chunk_x.len() + 1]; data_chunk_y.len() + 1]; levenshtein_matrix[0] = (0..data_chunk_x.len() as u32 + 1).collect(); for y in 1..data_chunk_y.len() + 1 { From 868206290215055be2164dbb72b371836d156731 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:15:40 +0300 Subject: [PATCH 024/132] add tests --- runner/files/output.txt | 4284 --------------------------- runner/files/test1.txt | 6054 ++++++++++++--------------------------- tests/sbc_tests.rs | 91 +- 3 files changed, 1854 insertions(+), 8575 deletions(-) delete mode 100644 runner/files/output.txt diff --git a/runner/files/output.txt b/runner/files/output.txt deleted file mode 100644 index 236723c..0000000 --- a/runner/files/output.txt +++ /dev/null @@ -1,4284 +0,0 @@ -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат 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236723c..a1efaf8 100644 --- a/runner/files/test1.txt +++ b/runner/files/test1.txt @@ -1,4284 +1,1770 @@ -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский 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-мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть 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-магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный -мазнуть -магически -магнитофонный -мазут -магнолия -мазок -магний -майдан -магма -магнетический -магистральный -мадера -маечка -мадмуазель -макака -мавританский -мае -мазохизм -мадьяр -мазанка -мазохист -мажор -маис -мазня -магнитола -магометанин -мазурка -майорский -магистратура -мажорный -маар -магистерский -маисовый -мавка -магараджа -магометанский -маз -майорат -майоран -мадригал -мазаться -мазаный -мазила -маета -мадьярский -мазер -мазурик -маго -магниевый -магарыч -магнезия -магометанство -мазутный -мазурина -магнум -мазар -мазохистка -мазка -мазурский -майордом -магнето -маза -магматический -магнитометр -майорша -магистратский -магнетизёр -магнитик -майнер -мажоритарный -магнитосфера -мавританка -мазу -мазкий -магизм -майолика -мазануть -мадия -маетность -магнитофончик -магнетически -мазилка -магнетит -маглев -мазанный -магнитоплан -водоворот -водительский -водила -вовлечённый -вогнать -водород -вовлечь -водичка -вовнутрь -водолаз -водопровод -вобрать -вовне -вовлекать -водопроводный -водохранилище -водосточный -водопой -водородный -водица -магистраль -ма -мадонна -магнат -магистрат -майонез -мавр -мавзолей -мазать -магнетизм -майна -мажордом -магазинный 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+Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mohammedan +mazurka +major +magistracy +major +maar +magister +maize +mavka +Maharaja +Mahometan +maz +majorate +marjoram +madrigal +smear +smeared +maeta + +Magyar +maser +mazurik +mago +magnesium +magarych +magnesia +Mohammedanism +mazurina +mazurina +magnum +mazar +masochist +smear +Masurian +Majordomo +Magneto +Maza +magmatic +magnetometer +major +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +mazu +smeared +magism + +majolica +smear madia +maetness +tape recorder +magnetically +smeared +magnetite +maglev +smeared + +magnetoplane whirlpool +driver +'s driver +involved +to drive +hydrogen +to involve +water +inside +diver +water +supply to absorb +outside +to involve +water +reservoir +drainage +watering +hydrogen +water +main +ma +madonna +magnate +magistrate +mayonnaise +moor +mausoleum +smear +magnetism +main +majordomo +store +smear +magically +tape +fuel +oil magnolia +smear +magnesium +maidan +magma +magnetic +trunk +madeira +T-shirt +Mademoiselle +Macaque +Moorish +May +Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mohammedan +mazurka +major +magistracy +major +maar +magister +maize +mavka +Maharaja +Mahometan +maz +majorate +marjoram +madrigal +smear +smeared +maeta + +Magyar +maser +mazurik +mago +magnesium +magarych +magnesia +Mohammedanism +mazurina +mazurina +magnum +mazar +masochist +smear +Masurian +Majordomo +Magneto +maza +magmatic +magnetometer +majorsha +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +Mazu +smear + +magic majolica + +smear magic + +tape recorder +magnetically +mazilka +magnetite +maglev +smeared + +magnetoplane whirlpool +driver +'s driver +involved +to drive +hydrogen +to involve +water +inside +diver +water +supply to absorb +outside +to involve +water +reservoir +drainage +watering +hole hydrogen +water +main +ma +madonna +magnate +magistrate +mayonnaise +moor +mausoleum +smear +magnetism +main +majordomo +store +smear +magically +tape +fuel +oil magnolia +smear +magnesium +maidan +magma +magnetic +trunk +madeira +T-shirt +Mademoiselle +Macaque +Moorish +May +Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mahometan +mazurka +Major +Master +'s degree major +maar +magister +maize +mavka +Maharaja +Mahometan +maz +majorate +marjoram +madrigal +smear +smeared +maeta + +Magyar +maser +mazurik +mago +magnesium +magarych +magnesia +Mohammedanism +mazurina +mazurina +magnum +mazar +masochist +smear +Masurian +Majordomo +Magneto +maza +magmatic +magnetometer +majorsha +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +mazu +smeared +magism +majolica +smear madia +maetnost tape +recorder +magnetically +smear +magnetite +maglev +smeared magnetoplane +whirlpool +driver +'s driver +involved +to drive +hydrogen +to involve +water +inside +diver +water +supply to absorb +outside +to involve +water +reservoir +drainage +watering +hole hydrogen +water +main +ma +madonna +magnate +magistrate +mayonnaise +moor +mausoleum +smear +magnetism +main +majordomo +store +smear +magically +tape +fuel +oil magnolia +smear +magnesium +maidan +magma +magnetic +trunk +madeira +T-shirt +Mademoiselle +Macaque +Moorish +May +Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mohammedan +mazurka +major +magistracy +major +Maar +master +'s maize +mavka +Maharaja +Mohammedan +maz +majorate +marjoram +madrigal +smear +smeared +smudge + +Magyar +maser +mazurik +mago +magnesium +magarych +magnesia +Mohammedanism +mazurina +mazurina +magnum +mazar +masochist +smear +Masurian +Majordomo +Magneto +maza +magmatic +magnetometer +majorsha +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +mazu +smeared +magism +majolica +smear madia +maetness +tape recorder +magnetically +smear +magnetite +maglev +smeared +magnetoplane whirlpool +driver +'s driver +involved +to drive +hydrogen +to involve +water +inside +diver +plumbing +to absorb +outside +to involve +water +reservoir +drainage +watering +hole hydrogen +water +mainline +ma +madonna +magnate +magistrate +mayonnaise +moor +mausoleum +smear +magnetism +main +majordomo +store +smear +magically +tape +fuel +oil magnolia +smear +magnesium +maidan +magma +magnetic +mainline +madeira +T-shirt +Mademoiselle +Macaque +Moorish +May +Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mohammedan +mazurka +major +magistracy +major +maar +magister +maize +mavka +Maharaja +Mahometan +maz +majorate +marjoram +madrigal +smear +smeared +maeta + +Magyar +maser +mazurik +mago +magnesium +magarych +Magnesia +Mohammedanism +mazutny +mazurina +magnum +Mazar +masochist +smear +Masurian +Majordomo +maza +magmatic +magnetometer +majorsha +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +mazu +smeared +magism + +majolica +smear madia +maetnost +tape recorder +magnetically +smeared +magnetite +maglev +smeared + +magnetoplane whirlpool +driver +'s driver +involved +to drive +hydrogen +to involve +water +inside +diver +water +supply to absorb +outside +to involve +water +reservoir +drainage +watering +hydrogen +water +main +ma +madonna +magnate +magistrate +mayonnaise +moor +mausoleum +smear +magnetism +lane +majordomo +shop +smear +magically +tape +fuel +oil magnolia +smear +magnesium +Maidan +magma +magnetic +trunk +madeira +T-shirt +Mademoiselle +Macaque +Moorish +May +Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mohammedan +mazurka +major +magistracy +major +maar +magister +maize +mavka +Maharaja +Mahometan +maz +majorate +marjoram +madrigal +smear +smeared +maeta + +Magyar +maser +mazurik +mago +magnesium +magarych +magnesia +Mohammedanism +mazurina +mazurina +magnum +mazar +masochist +smear +Masurian +Majordomo +Magneto +Maza +magmatic +magnetometer +major +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +mazu +smeared +magism + +majolica +smear madia +maetness +tape recorder +magnetically +smeared +magnetite +maglev +smeared + +magnetoplane whirlpool +driver +'s driver +involved +to drive +hydrogen +to involve +water +inside +diver +water +supply to absorb +outside +to involve +water +reservoir +drainage +watering +hydrogen +water +main +ma +madonna +magnate +magistrate +mayonnaise +moor +mausoleum +smear +magnetism +main +majordomo +store +smear +magically +tape +fuel +oil magnolia +smear +magnesium +maidan +magma +magnetic +trunk +madeira +T-shirt +Mademoiselle +Macaque +Moorish +May +Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mohammedan +mazurka +major +magistracy +major +maar +magister +maize +mavka +Maharaja +Mahometan +maz +majorate +marjoram +madrigal +smear +smeared +maeta + +Magyar +maser +mazurik +mago +magnesium +magarych +magnesia +Mohammedanism +mazurina +mazurina +magnum +mazar +masochist +smear +Masurian +Majordomo +Magneto +maza +magmatic +magnetometer +majorsha +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +Mazu +smear + +magic majolica + +smear magic + +tape recorder +magnetically +mazilka +magnetite +maglev +smeared + +magnetoplane whirlpool +driver +'s driver +involved +to drive +hydrogen +to involve +water +inside +diver +water +supply to absorb +outside +to involve +water +reservoir +drainage +watering +hole hydrogen +water +main +ma +madonna +magnate +magistrate +mayonnaise +moor +mausoleum +smear +magnetism +main +majordomo +store +smear +magically +tape +fuel +oil magnolia +smear +magnesium +maidan +magma +magnetic +trunk +madeira +T-shirt +Mademoiselle +Macaque +Moorish +May +Masochism +Magyar +Mazanka +Masochist +Major +maize +daub +tape recorder +Mahometan +mazurka +Major +Master +'s degree major +maar +magister +maize +mavka +Maharaja +Mahometan +maz +majorate +marjoram +madrigal +smear +smeared +maeta + +Magyar +maser +mazurik +mago +magnesium +magarych +magnesia +Mohammedanism +mazurina +mazurina +magnum +mazar +masochist +smear +Masurian +Majordomo +Magneto +maza +magmatic +magnetometer +majorsha +magistrate +magnetizer +magnetik +miner +majoritarian +magnetosphere +mauritanka +mazu +smeared +magism +majolica +smear madia +maetnost tape +recorder +magnetically +smear +magnetite +maglev +smeared magnetoplane diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index 171b8d4..e81713d 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -1,11 +1,88 @@ +use std::fs; +use std::fs::File; +use std::io::{BufReader, Read}; +use fastcdc::v2016::FastCDC; +use sbc_algorithm::{Map, SBCMap, Chunk}; +const PATH : &str = "runner/files/test1.txt"; + +fn create_cdc_vec(input : File, chunks : FastCDC) -> Vec<(u64, Vec)>{ + let mut cdc_vec = Vec::new(); + let mut buffer = BufReader::new(input); + + for chunk in chunks { + let length = chunk.length; + let mut bytes = vec![0; length]; + buffer.read_exact(&mut bytes).expect("buffer crash"); + cdc_vec.push((chunk.hash, bytes)); + } + cdc_vec +} + +fn crate_sbc_map(path : &str) -> SBCMap { + let contents = fs::read(path).unwrap(); + let chunks = FastCDC::new(&contents, 1000, 2000, 65536); + let input = File::open(path).expect("File not open"); + + let cdc_vec = create_cdc_vec(input, chunks); + let mut sbc_map = SBCMap::new(cdc_vec); + sbc_map.encode(); + sbc_map +} + + + #[test] -fn test_hash_function() { - let string = String::from("hello_world!"); - let mut data = Vec::new(); - for byte in string.bytes() { - data.push(byte); +fn test_data_recovery() -> Result<(), std::io::Error> { + let contents = fs::read(PATH).unwrap(); + let chunks = FastCDC::new(&contents, 1000, 2000, 65536); + + let input = File::open(PATH)?; + let mut cdc_vec = Vec::new(); + let mut buffer = BufReader::new(input); + + let mut index = 0; + for chunk in chunks { + index += 1; + let length = chunk.length; + let mut bytes = vec![0; length]; + buffer.read_exact(&mut bytes)?; + cdc_vec.push((index, bytes)); } - // let hash = hash(data.as_slice()); - // println!("{:b}", hash); + + let mut sbc_map = SBCMap::new(cdc_vec.clone()); + sbc_map.encode(); + + for (cdc_hash, data) in cdc_vec { + assert_eq!(data, sbc_map.get(cdc_hash)) + } + + Ok(()) } + +#[test] +fn checking_for_simple_chunks() { + let sbc_map = crate_sbc_map(PATH); + let mut count_simple_chunk = 0; + for (sbc_hash, chunk) in sbc_map.sbc_hashmap { + match chunk { + Chunk::Simple { .. } => {count_simple_chunk += 1} + Chunk::Delta { .. } => {} + } + } + assert!(count_simple_chunk > 0) +} + +#[test] +fn checking_for_delta_chunks() { + let path = "runner/files/test1.txt"; + let sbc_map = crate_sbc_map(path); + let mut count_delta_chunk = 0; + for (sbc_hash, chunk) in sbc_map.sbc_hashmap { + match chunk { + Chunk::Simple { .. } => {} + Chunk::Delta { .. } => {count_delta_chunk += 1} + } + } + assert!(count_delta_chunk > 0) +} \ No newline at end of file From 267588b1d472d7d71c54330186eded20951c4588 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:17:30 +0300 Subject: [PATCH 025/132] add trait Map, add hashmap_transitions --- src/lib.rs | 101 ++++++++++++++++++++++++++++++----------------------- 1 file changed, 58 insertions(+), 43 deletions(-) diff --git a/src/lib.rs b/src/lib.rs index 2dc79af..cde2811 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -17,30 +17,35 @@ fn size_hashmap(hash_map: &HashMap) -> u32 { size } -pub(crate) enum Chunk { + +pub trait Map { + fn get(&self, hash : u64) -> Vec; + fn insert(&mut self, chunk : Vec, cdc_hash : u64); +} + +pub enum Chunk { Simple {data : Vec}, Delta {hash : u32, delta_code : Vec} } pub struct SBCMap { - chunks_hashmap: HashMap, + hashmap_transitions : HashMap, + pub sbc_hashmap: HashMap, graph: Graph, } -fn match_chunk(chunks_hashmap : &HashMap, hash: &u32) -> Vec{ - let chunk = chunks_hashmap.get(hash).unwrap(); +fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec{ + let chunk = sbc_hashmap.get(hash).unwrap(); match chunk { Chunk::Simple { data } => data.clone(), Chunk::Delta { hash, delta_code } => { - println!("{}", hash); - let mut chunk_data = match_chunk(chunks_hashmap, hash); - + let mut chunk_data = match_chunk(sbc_hashmap, hash); for delta_action in delta_code { match &delta_action.action { Action::Del => { chunk_data.remove(delta_action.index); } - Action::Add => chunk_data.insert(delta_action.index, delta_action.byte_value), + Action::Add => chunk_data.insert(delta_action.index + 1, delta_action.byte_value), Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, } } @@ -51,15 +56,21 @@ fn match_chunk(chunks_hashmap : &HashMap, hash: &u32) -> Vec{ impl SBCMap { pub fn new(cdc_map : Vec<(u64, Vec)>) -> SBCMap { - let mut chunks_hashmap : HashMap = HashMap::new(); - for (_hash, chunk) in cdc_map { - let chunk_hash = hash_function::hash(chunk.as_slice()); - chunks_hashmap.insert(chunk_hash, Chunk::Simple{data : chunk}); + let mut hashmap_transitions = HashMap::new(); + let mut chunks_hashmap = HashMap::new(); + + for (cdc_hash, chunk) in cdc_map { + let sbc_hash = hash_function::hash(chunk.as_slice()); + hashmap_transitions.insert(cdc_hash, sbc_hash); + chunks_hashmap.insert(sbc_hash, Chunk::Simple{data : chunk}); + } + let graph = Graph::new(&chunks_hashmap); SBCMap { - chunks_hashmap, + hashmap_transitions, + sbc_hashmap: chunks_hashmap, graph, } } @@ -67,42 +78,46 @@ impl SBCMap { pub fn encode(&mut self) { for (hash, vertex) in &self.graph.vertices { if *hash != vertex.parent { - let chunk_data_1 = match_chunk(&self.chunks_hashmap, &vertex.parent); - let chunk_data_2 = match_chunk(&self.chunks_hashmap, hash); + let chunk_data_parent = match_chunk(&self.sbc_hashmap, &vertex.parent); + let chunk_data = match_chunk(&self.sbc_hashmap, hash); - self.chunks_hashmap.insert(*hash, Chunk::Delta { + self.sbc_hashmap.insert(*hash, Chunk::Delta { hash : vertex.parent, - delta_code : levenshtein_functions::encode(chunk_data_1.as_slice(), - chunk_data_2.as_slice()) + delta_code : levenshtein_functions::encode(chunk_data_parent.as_slice(), + chunk_data.as_slice()) }); } } - println!("size after chunking: {}", size_hashmap(&self.chunks_hashmap)); + println!("size after chunking: {}", size_hashmap(&self.sbc_hashmap)); } - // pub fn insert(&mut self, chunk : Vec) { - // let hash = hash_function::hash(chunk.as_slice()); - // self.graph.add_vertex(hash); - // - // let hash_leader = self.graph.vertices.get(&hash).unwrap().parent; - // if (hash_leader == hash) { - // self.chunks_hashmap.insert(hash, Box::new(ChunkWithFullCode::new(chunk))); - // } else { - // let chunk_data_1 = match self.chunks_hashmap.get(&hash_leader).unwrap().get_data() { - // DataEnum::Data(Data) => Data, - // DataEnum::DeltaCode {hash_leader_chunk, delta_code} => Vec::new(), - // }; - // let chunk_data_2 = match self.chunks_hashmap.get(&hash).unwrap().get_data() { - // DataEnum::Data(Data) => Data, - // DataEnum::DeltaCode {hash_leader_chunk, delta_code} => Vec::new(), - // }; - // - // self.chunks_hashmap.insert(hash, Box::new(ChunkWithDeltaCode::new( - // hash_leader, - // levenshtein_functions::encode(chunk_data_1.as_slice(), - // chunk_data_2.as_slice()) - // ))); - // } - // } } + +impl Map for SBCMap { + fn get(&self, cdc_hash: u64) -> Vec { + let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); + match_chunk(&self.sbc_hashmap, sbc_hash) + } + + fn insert(&mut self, data: Vec, cdc_hash : u64) { + let sbc_hash = hash_function::hash(data.as_slice()); + + self.hashmap_transitions.insert(cdc_hash, sbc_hash); + self.graph.add_vertex(sbc_hash); + + let hash_leader = self.graph.vertices.get(&sbc_hash).unwrap().parent; + + if hash_leader == sbc_hash { + self.sbc_hashmap.insert(sbc_hash, Chunk::Simple{data}); + } else { + let chunk_data_1 = match_chunk(&self.sbc_hashmap, &hash_leader); + + self.sbc_hashmap.insert(sbc_hash, Chunk::Delta { + hash: hash_leader, + delta_code: levenshtein_functions::encode(chunk_data_1.as_slice(), + data.as_slice()) + }); + } + } +} \ No newline at end of file From c9069e2508b9ff5e0b8d5301be2e27630f07408c Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:18:49 +0300 Subject: [PATCH 026/132] replace cdc_hash to index_chunk (conflict correction) --- runner/src/main.rs | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/runner/src/main.rs b/runner/src/main.rs index 12d0a74..06f16c6 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -14,16 +14,16 @@ pub fn main() -> Result<(), std::io::Error> { let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); let mut cdc_vec = Vec::new(); - + let mut index = 0; for chunk in chunks { + index += 1; let length = chunk.length; let mut bytes = vec![0; length]; buffer.read_exact(&mut bytes)?; - cdc_vec.push((chunk.hash, bytes)); - + cdc_vec.push((index, bytes)); } - let mut sbc_map = SBCMap::new(cdc_vec); + let mut sbc_map = SBCMap::new(cdc_vec.clone()); sbc_map.encode(); Ok(()) From d81e69af03cadbb52754f144ae23a6bf69d94716 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:21:06 +0300 Subject: [PATCH 027/132] rename parameters --- src/levenshtein_functions.rs | 42 ++++++++++++++++++------------------ src/lib.rs | 4 ++-- 2 files changed, 23 insertions(+), 23 deletions(-) diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index bdc8675..17dbd9f 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -13,33 +13,33 @@ pub(crate) struct DeltaAction { } -pub(crate) fn encode(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec { - let matrix = levenshtein_matrix(data_chunk_x, data_chunk_y); - let mut delta_code_for_chunk_x: Vec = Vec::new(); - let mut x = data_chunk_x.len(); - let mut y = data_chunk_y.len(); +pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { + let matrix = levenshtein_matrix(data_chunk, data_chunk_parent); + let mut delta_code: Vec = Vec::new(); + let mut x = data_chunk.len(); + let mut y = data_chunk_parent.len(); while x > 0 && y > 0 { - if (data_chunk_y[y - 1] != data_chunk_x[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { - delta_code_for_chunk_x.push(DeltaAction { + if (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { + delta_code.push(DeltaAction { action: Rep, index: y - 1, - byte_value: data_chunk_x[x - 1], + byte_value: data_chunk[x - 1], }); x -= 1; y -= 1; } else if matrix[y - 1][x] < matrix[y][x] { - delta_code_for_chunk_x.push(DeltaAction { + delta_code.push(DeltaAction { action: Del, index: y - 1, byte_value: 0, }); y -= 1; } else if matrix[y][x - 1] < matrix[y][x] { - delta_code_for_chunk_x.push(DeltaAction { + delta_code.push(DeltaAction { action: Add, index: y - 1, - byte_value: data_chunk_x[x - 1], + byte_value: data_chunk[x - 1], }); x -= 1; } else { @@ -47,25 +47,25 @@ pub(crate) fn encode(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec u32 { +pub(crate) fn levenshtein_distance(data_chunk: &[u8], data_chunk_parent: &[u8]) -> u32 { let levenshtein_matrix = - levenshtein_matrix(data_chunk_x, data_chunk_y); - levenshtein_matrix[data_chunk_y.len()][data_chunk_x.len()] + levenshtein_matrix(data_chunk, data_chunk_parent); + levenshtein_matrix[data_chunk_parent.len()][data_chunk.len()] } -pub(crate) fn levenshtein_matrix(data_chunk_x: &[u8], data_chunk_y: &[u8]) -> Vec> { - let mut levenshtein_matrix = vec![vec![0u32; data_chunk_x.len() + 1]; data_chunk_y.len() + 1]; - levenshtein_matrix[0] = (0..data_chunk_x.len() as u32 + 1).collect(); - for y in 1..data_chunk_y.len() + 1 { +pub(crate) fn levenshtein_matrix(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec> { + let mut levenshtein_matrix = vec![vec![0u32; data_chunk.len() + 1]; data_chunk_parent.len() + 1]; + levenshtein_matrix[0] = (0..data_chunk.len() as u32 + 1).collect(); + for y in 1..data_chunk_parent.len() + 1 { levenshtein_matrix[y][0] = y as u32; - for x in 1..data_chunk_x.len() + 1 { + for x in 1..data_chunk.len() + 1 { let add = levenshtein_matrix[y - 1][x] + 1; let del = levenshtein_matrix[y][x - 1] + 1; let mut replace = levenshtein_matrix[y - 1][x - 1]; - if data_chunk_y[y - 1] != data_chunk_x[x - 1] { + if data_chunk_parent[y - 1] != data_chunk[x - 1] { replace += 1; } levenshtein_matrix[y][x] = min(min(del, add), replace); diff --git a/src/lib.rs b/src/lib.rs index cde2811..00bf286 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -83,8 +83,8 @@ impl SBCMap { self.sbc_hashmap.insert(*hash, Chunk::Delta { hash : vertex.parent, - delta_code : levenshtein_functions::encode(chunk_data_parent.as_slice(), - chunk_data.as_slice()) + delta_code : levenshtein_functions::encode(chunk_data.as_slice(), + chunk_data_parent.as_slice()) }); } } From ed881d382898a866c329c9264de2dba6c1f7fe7c Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:21:42 +0300 Subject: [PATCH 028/132] fix index for create_indexes --- src/graph.rs | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/src/graph.rs b/src/graph.rs index e6592b6..cad80cf 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,7 +1,7 @@ use std::collections::HashMap; use crate::levenshtein_functions::levenshtein_distance; use crate::{Chunk, match_chunk}; -const MAX_WEIGHT_EDGE : u32 = 1 << 10; +const MAX_WEIGHT_EDGE : u32 = 1 << 8; pub struct Vertex { @@ -93,7 +93,7 @@ impl Graph { pub(crate) fn add_vertex(&mut self, hash : u32) { let mut edge = Edge { weight : u32::MAX, hash_chunk_1 : hash, hash_chunk_2 : 0 }; - for other_hash in std::cmp::max(hash-MAX_WEIGHT_EDGE, u32::MIN)..std::cmp::min(hash+MAX_WEIGHT_EDGE, u32::MAX) { + for other_hash in hash-std::cmp::min(MAX_WEIGHT_EDGE, hash)..=hash+std::cmp::min(MAX_WEIGHT_EDGE, u32::MAX-hash) { if self.vertices.contains_key(&other_hash) { let leader_for_other_chunk = self.vertices.get(&other_hash).unwrap().parent; let dist = (leader_for_other_chunk as i64 - hash as i64).abs() as u32; From 5c0eb435bc23a03e6d538c604855b6c819c93215 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:23:28 +0300 Subject: [PATCH 029/132] fix warning in tests --- tests/sbc_tests.rs | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index e81713d..0c1df18 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -64,7 +64,7 @@ fn test_data_recovery() -> Result<(), std::io::Error> { fn checking_for_simple_chunks() { let sbc_map = crate_sbc_map(PATH); let mut count_simple_chunk = 0; - for (sbc_hash, chunk) in sbc_map.sbc_hashmap { + for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { match chunk { Chunk::Simple { .. } => {count_simple_chunk += 1} Chunk::Delta { .. } => {} @@ -78,7 +78,7 @@ fn checking_for_delta_chunks() { let path = "runner/files/test1.txt"; let sbc_map = crate_sbc_map(path); let mut count_delta_chunk = 0; - for (sbc_hash, chunk) in sbc_map.sbc_hashmap { + for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { match chunk { Chunk::Simple { .. } => {} Chunk::Delta { .. } => {count_delta_chunk += 1} From 4b9344e97320b6a94908640815cfa4e5982854bf Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:56:54 +0300 Subject: [PATCH 030/132] move tests --- src/lib.rs | 64 ++++++++++++++++++++++++++++++++++++++++++++-- tests/sbc_tests.rs | 54 +------------------------------------- 2 files changed, 63 insertions(+), 55 deletions(-) diff --git a/src/lib.rs b/src/lib.rs index 00bf286..392ee52 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -23,14 +23,14 @@ pub trait Map { fn insert(&mut self, chunk : Vec, cdc_hash : u64); } -pub enum Chunk { +enum Chunk { Simple {data : Vec}, Delta {hash : u32, delta_code : Vec} } pub struct SBCMap { hashmap_transitions : HashMap, - pub sbc_hashmap: HashMap, + sbc_hashmap: HashMap, graph: Graph, } @@ -120,4 +120,64 @@ impl Map for SBCMap { }); } } +} + +#[cfg(test)] +mod tests { + use std::fs; + use std::fs::File; + use std::io::{BufReader, Read}; + use fastcdc::v2016::FastCDC; + use crate::{Chunk, SBCMap}; + fn create_cdc_vec(input : File, chunks : FastCDC) -> Vec<(u64, Vec)>{ + let mut cdc_vec = Vec::new(); + let mut buffer = BufReader::new(input); + + for chunk in chunks { + let length = chunk.length; + let mut bytes = vec![0; length]; + buffer.read_exact(&mut bytes).expect("buffer crash"); + cdc_vec.push((chunk.hash, bytes)); + } + cdc_vec + } + + fn crate_sbc_map(path : &str) -> SBCMap { + let contents = fs::read(path).unwrap(); + let chunks = FastCDC::new(&contents, 1000, 2000, 65536); + let input = File::open(path).expect("File not open"); + + let cdc_vec = create_cdc_vec(input, chunks); + let mut sbc_map = SBCMap::new(cdc_vec); + sbc_map.encode(); + sbc_map + } + + #[test] + fn checking_for_simple_chunks() { + let path = "runner/files/test1.txt"; + let sbc_map = crate_sbc_map(path); + let mut count_simple_chunk = 0; + for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { + match chunk { + Chunk::Simple { .. } => {count_simple_chunk += 1} + Chunk::Delta { .. } => {} + } + } + assert!(count_simple_chunk > 0) + } + + #[test] + fn checking_for_delta_chunks() { + let path = "runner/files/test1.txt"; + let sbc_map = crate_sbc_map(path); + let mut count_delta_chunk = 0; + for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { + match chunk { + Chunk::Simple { .. } => {} + Chunk::Delta { .. } => {count_delta_chunk += 1} + } + } + assert!(count_delta_chunk > 0) + } } \ No newline at end of file diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index 0c1df18..4fded0d 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -2,34 +2,9 @@ use std::fs; use std::fs::File; use std::io::{BufReader, Read}; use fastcdc::v2016::FastCDC; -use sbc_algorithm::{Map, SBCMap, Chunk}; +use sbc_algorithm::{Map, SBCMap}; const PATH : &str = "runner/files/test1.txt"; -fn create_cdc_vec(input : File, chunks : FastCDC) -> Vec<(u64, Vec)>{ - let mut cdc_vec = Vec::new(); - let mut buffer = BufReader::new(input); - - for chunk in chunks { - let length = chunk.length; - let mut bytes = vec![0; length]; - buffer.read_exact(&mut bytes).expect("buffer crash"); - cdc_vec.push((chunk.hash, bytes)); - } - cdc_vec -} - -fn crate_sbc_map(path : &str) -> SBCMap { - let contents = fs::read(path).unwrap(); - let chunks = FastCDC::new(&contents, 1000, 2000, 65536); - let input = File::open(path).expect("File not open"); - - let cdc_vec = create_cdc_vec(input, chunks); - let mut sbc_map = SBCMap::new(cdc_vec); - sbc_map.encode(); - sbc_map -} - - #[test] @@ -59,30 +34,3 @@ fn test_data_recovery() -> Result<(), std::io::Error> { Ok(()) } - -#[test] -fn checking_for_simple_chunks() { - let sbc_map = crate_sbc_map(PATH); - let mut count_simple_chunk = 0; - for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { - match chunk { - Chunk::Simple { .. } => {count_simple_chunk += 1} - Chunk::Delta { .. } => {} - } - } - assert!(count_simple_chunk > 0) -} - -#[test] -fn checking_for_delta_chunks() { - let path = "runner/files/test1.txt"; - let sbc_map = crate_sbc_map(path); - let mut count_delta_chunk = 0; - for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { - match chunk { - Chunk::Simple { .. } => {} - Chunk::Delta { .. } => {count_delta_chunk += 1} - } - } - assert!(count_delta_chunk > 0) -} \ No newline at end of file From 29d05c91d5b9411edf1e74853d3044651167292a Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sun, 19 May 2024 23:58:09 +0300 Subject: [PATCH 031/132] cargo fmt --- runner/src/main.rs | 2 +- src/graph.rs | 107 +++++++++++++++++++++++++---------- src/levenshtein_functions.rs | 11 ++-- src/lib.rs | 86 ++++++++++++++++------------ tests/sbc_tests.rs | 8 +-- 5 files changed, 136 insertions(+), 78 deletions(-) diff --git a/runner/src/main.rs b/runner/src/main.rs index 06f16c6..7d2cdb8 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -1,8 +1,8 @@ extern crate sbc_algorithm; +use sbc_algorithm::SBCMap; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; -use sbc_algorithm::SBCMap; pub fn main() -> Result<(), std::io::Error> { let path = "files/test1.txt"; diff --git a/src/graph.rs b/src/graph.rs index cad80cf..ef773d2 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,31 +1,27 @@ -use std::collections::HashMap; use crate::levenshtein_functions::levenshtein_distance; -use crate::{Chunk, match_chunk}; -const MAX_WEIGHT_EDGE : u32 = 1 << 8; - +use crate::{match_chunk, Chunk}; +use std::collections::HashMap; +const MAX_WEIGHT_EDGE: u32 = 1 << 8; pub struct Vertex { - pub(crate) parent : u32, - rank : u32, + pub(crate) parent: u32, + rank: u32, } - pub(self) struct Edge { weight: u32, hash_chunk_1: u32, hash_chunk_2: u32, } - pub struct Graph { pub(crate) vertices: HashMap, } -fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster : &Vec) -> u32 { +fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster: &Vec) -> u32 { let mut leader_hash = 0; let mut min_sum_dist = u32::MAX; - for chunk_hash_1 in cluster.iter() { let mut sum_dist_for_chunk = 0u32; @@ -34,8 +30,8 @@ fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster : for chunk_hash_2 in cluster.iter() { let chunk_data_2 = match_chunk(chunks_hashmap, chunk_hash_2); - sum_dist_for_chunk += levenshtein_distance(chunk_data_1.as_slice(), - chunk_data_2.as_slice()); + sum_dist_for_chunk += + levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); } if sum_dist_for_chunk < min_sum_dist { @@ -44,16 +40,15 @@ fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster : } } return leader_hash; - } - fn create_edges(chunks_hashmap: &HashMap) -> Vec { let mut graph_edges: Vec = Vec::new(); - for hash_1 in chunks_hashmap.keys() { - for hash_2 in hash_1-std::cmp::min(*hash_1, MAX_WEIGHT_EDGE)..=hash_1+std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) { + for hash_2 in hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) + ..=hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) + { if !chunks_hashmap.contains_key(&hash_2) { continue; } @@ -71,14 +66,18 @@ fn create_edges(chunks_hashmap: &HashMap) -> Vec { graph_edges } - - impl Graph { pub(crate) fn new(chunks_hashmap: &HashMap) -> Graph { let mut vertices = HashMap::new(); for chunk_hash in chunks_hashmap.keys() { - vertices.insert(*chunk_hash, Vertex { parent : *chunk_hash, rank : 1 }); + vertices.insert( + *chunk_hash, + Vertex { + parent: *chunk_hash, + rank: 1, + }, + ); } let mut graph = Graph { vertices }; @@ -90,10 +89,16 @@ impl Graph { } #[allow(dead_code)] - pub(crate) fn add_vertex(&mut self, hash : u32) { - let mut edge = Edge { weight : u32::MAX, hash_chunk_1 : hash, hash_chunk_2 : 0 }; - - for other_hash in hash-std::cmp::min(MAX_WEIGHT_EDGE, hash)..=hash+std::cmp::min(MAX_WEIGHT_EDGE, u32::MAX-hash) { + pub(crate) fn add_vertex(&mut self, hash: u32) { + let mut edge = Edge { + weight: u32::MAX, + hash_chunk_1: hash, + hash_chunk_2: 0, + }; + + for other_hash in hash - std::cmp::min(MAX_WEIGHT_EDGE, hash) + ..=hash + std::cmp::min(MAX_WEIGHT_EDGE, u32::MAX - hash) + { if self.vertices.contains_key(&other_hash) { let leader_for_other_chunk = self.vertices.get(&other_hash).unwrap().parent; let dist = (leader_for_other_chunk as i64 - hash as i64).abs() as u32; @@ -105,9 +110,21 @@ impl Graph { } if edge.weight <= MAX_WEIGHT_EDGE { - self.vertices.insert(hash, Vertex { parent : edge.hash_chunk_2, rank : 1}); + self.vertices.insert( + hash, + Vertex { + parent: edge.hash_chunk_2, + rank: 1, + }, + ); } else { - self.vertices.insert(hash, Vertex { parent : hash, rank : 1 }); + self.vertices.insert( + hash, + Vertex { + parent: hash, + rank: 1, + }, + ); } } @@ -119,11 +136,35 @@ impl Graph { let hash_2 = *hash_vertex_2.0; if hash_vertex_1.1.rank < hash_vertex_2.1.rank { - self.vertices.insert(hash_2, Vertex { parent : hash_2, rank }) ; - self.vertices.insert(hash_1, Vertex { parent : hash_2, rank }) ; + self.vertices.insert( + hash_2, + Vertex { + parent: hash_2, + rank, + }, + ); + self.vertices.insert( + hash_1, + Vertex { + parent: hash_2, + rank, + }, + ); } else { - self.vertices.insert(hash_1, Vertex { parent : hash_1, rank }) ; - self.vertices.insert(hash_2, Vertex { parent : hash_1, rank }) ; + self.vertices.insert( + hash_1, + Vertex { + parent: hash_1, + rank, + }, + ); + self.vertices.insert( + hash_2, + Vertex { + parent: hash_1, + rank, + }, + ); } } @@ -153,7 +194,9 @@ impl Graph { let mut clusters = HashMap::new(); let mut vector_keys = Vec::new(); - for key in self.vertices.keys() { vector_keys.push(*key); } + for key in self.vertices.keys() { + vector_keys.push(*key); + } for hash in vector_keys { let leader = self.find_set(hash); @@ -162,7 +205,9 @@ impl Graph { } for cluster in clusters.values() { - if cluster.is_empty() { continue } + if cluster.is_empty() { + continue; + } let leader_hash = find_leader_chunk_in_cluster(chunks_hashmap, cluster); diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index 17dbd9f..945ae57 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -12,15 +12,14 @@ pub(crate) struct DeltaAction { pub(crate) byte_value: u8, } - - pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { let matrix = levenshtein_matrix(data_chunk, data_chunk_parent); let mut delta_code: Vec = Vec::new(); let mut x = data_chunk.len(); let mut y = data_chunk_parent.len(); while x > 0 && y > 0 { - if (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { + if (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) + { delta_code.push(DeltaAction { action: Rep, index: y - 1, @@ -51,13 +50,13 @@ pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec u32 { - let levenshtein_matrix = - levenshtein_matrix(data_chunk, data_chunk_parent); + let levenshtein_matrix = levenshtein_matrix(data_chunk, data_chunk_parent); levenshtein_matrix[data_chunk_parent.len()][data_chunk.len()] } pub(crate) fn levenshtein_matrix(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec> { - let mut levenshtein_matrix = vec![vec![0u32; data_chunk.len() + 1]; data_chunk_parent.len() + 1]; + let mut levenshtein_matrix = + vec![vec![0u32; data_chunk.len() + 1]; data_chunk_parent.len() + 1]; levenshtein_matrix[0] = (0..data_chunk.len() as u32 + 1).collect(); for y in 1..data_chunk_parent.len() + 1 { levenshtein_matrix[y][0] = y as u32; diff --git a/src/lib.rs b/src/lib.rs index 392ee52..4b7ff20 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -1,40 +1,47 @@ +use graph::Graph; use levenshtein_functions::{Action, DeltaAction}; use std::collections::HashMap; -use graph::Graph; mod graph; -pub mod levenshtein_functions; mod hash_function; +pub mod levenshtein_functions; fn size_hashmap(hash_map: &HashMap) -> u32 { let mut size = 0; for i in hash_map { match i.1 { Chunk::Simple { data } => size += data.len() as u32, - Chunk::Delta { hash : _, delta_code } => size += 4 + delta_code.len() as u32 * 10, + Chunk::Delta { + hash: _, + delta_code, + } => size += 4 + delta_code.len() as u32 * 10, } } size } - pub trait Map { - fn get(&self, hash : u64) -> Vec; - fn insert(&mut self, chunk : Vec, cdc_hash : u64); + fn get(&self, hash: u64) -> Vec; + fn insert(&mut self, chunk: Vec, cdc_hash: u64); } enum Chunk { - Simple {data : Vec}, - Delta {hash : u32, delta_code : Vec} + Simple { + data: Vec, + }, + Delta { + hash: u32, + delta_code: Vec, + }, } pub struct SBCMap { - hashmap_transitions : HashMap, + hashmap_transitions: HashMap, sbc_hashmap: HashMap, graph: Graph, } -fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec{ +fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { let chunk = sbc_hashmap.get(hash).unwrap(); match chunk { Chunk::Simple { data } => data.clone(), @@ -45,7 +52,9 @@ fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec{ Action::Del => { chunk_data.remove(delta_action.index); } - Action::Add => chunk_data.insert(delta_action.index + 1, delta_action.byte_value), + Action::Add => { + chunk_data.insert(delta_action.index + 1, delta_action.byte_value) + } Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, } } @@ -55,15 +64,14 @@ fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec{ } impl SBCMap { - pub fn new(cdc_map : Vec<(u64, Vec)>) -> SBCMap { + pub fn new(cdc_map: Vec<(u64, Vec)>) -> SBCMap { let mut hashmap_transitions = HashMap::new(); let mut chunks_hashmap = HashMap::new(); for (cdc_hash, chunk) in cdc_map { let sbc_hash = hash_function::hash(chunk.as_slice()); hashmap_transitions.insert(cdc_hash, sbc_hash); - chunks_hashmap.insert(sbc_hash, Chunk::Simple{data : chunk}); - + chunks_hashmap.insert(sbc_hash, Chunk::Simple { data: chunk }); } let graph = Graph::new(&chunks_hashmap); @@ -81,17 +89,20 @@ impl SBCMap { let chunk_data_parent = match_chunk(&self.sbc_hashmap, &vertex.parent); let chunk_data = match_chunk(&self.sbc_hashmap, hash); - self.sbc_hashmap.insert(*hash, Chunk::Delta { - hash : vertex.parent, - delta_code : levenshtein_functions::encode(chunk_data.as_slice(), - chunk_data_parent.as_slice()) - }); + self.sbc_hashmap.insert( + *hash, + Chunk::Delta { + hash: vertex.parent, + delta_code: levenshtein_functions::encode( + chunk_data.as_slice(), + chunk_data_parent.as_slice(), + ), + }, + ); } } println!("size after chunking: {}", size_hashmap(&self.sbc_hashmap)); } - - } impl Map for SBCMap { @@ -100,7 +111,7 @@ impl Map for SBCMap { match_chunk(&self.sbc_hashmap, sbc_hash) } - fn insert(&mut self, data: Vec, cdc_hash : u64) { + fn insert(&mut self, data: Vec, cdc_hash: u64) { let sbc_hash = hash_function::hash(data.as_slice()); self.hashmap_transitions.insert(cdc_hash, sbc_hash); @@ -109,27 +120,32 @@ impl Map for SBCMap { let hash_leader = self.graph.vertices.get(&sbc_hash).unwrap().parent; if hash_leader == sbc_hash { - self.sbc_hashmap.insert(sbc_hash, Chunk::Simple{data}); + self.sbc_hashmap.insert(sbc_hash, Chunk::Simple { data }); } else { let chunk_data_1 = match_chunk(&self.sbc_hashmap, &hash_leader); - self.sbc_hashmap.insert(sbc_hash, Chunk::Delta { - hash: hash_leader, - delta_code: levenshtein_functions::encode(chunk_data_1.as_slice(), - data.as_slice()) - }); + self.sbc_hashmap.insert( + sbc_hash, + Chunk::Delta { + hash: hash_leader, + delta_code: levenshtein_functions::encode( + chunk_data_1.as_slice(), + data.as_slice(), + ), + }, + ); } } } #[cfg(test)] mod tests { + use crate::{Chunk, SBCMap}; + use fastcdc::v2016::FastCDC; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; - use fastcdc::v2016::FastCDC; - use crate::{Chunk, SBCMap}; - fn create_cdc_vec(input : File, chunks : FastCDC) -> Vec<(u64, Vec)>{ + fn create_cdc_vec(input: File, chunks: FastCDC) -> Vec<(u64, Vec)> { let mut cdc_vec = Vec::new(); let mut buffer = BufReader::new(input); @@ -142,7 +158,7 @@ mod tests { cdc_vec } - fn crate_sbc_map(path : &str) -> SBCMap { + fn crate_sbc_map(path: &str) -> SBCMap { let contents = fs::read(path).unwrap(); let chunks = FastCDC::new(&contents, 1000, 2000, 65536); let input = File::open(path).expect("File not open"); @@ -160,7 +176,7 @@ mod tests { let mut count_simple_chunk = 0; for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { match chunk { - Chunk::Simple { .. } => {count_simple_chunk += 1} + Chunk::Simple { .. } => count_simple_chunk += 1, Chunk::Delta { .. } => {} } } @@ -175,9 +191,9 @@ mod tests { for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { match chunk { Chunk::Simple { .. } => {} - Chunk::Delta { .. } => {count_delta_chunk += 1} + Chunk::Delta { .. } => count_delta_chunk += 1, } } assert!(count_delta_chunk > 0) } -} \ No newline at end of file +} diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index 4fded0d..110112b 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -1,11 +1,9 @@ +use fastcdc::v2016::FastCDC; +use sbc_algorithm::{Map, SBCMap}; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; -use fastcdc::v2016::FastCDC; -use sbc_algorithm::{Map, SBCMap}; -const PATH : &str = "runner/files/test1.txt"; - - +const PATH: &str = "runner/files/test1.txt"; #[test] fn test_data_recovery() -> Result<(), std::io::Error> { From db3bf100f6e3be95a1bafd1f48201e580c423694 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 20 May 2024 17:09:28 +0300 Subject: [PATCH 032/132] add code for DeltaAction --- src/graph.rs | 12 ++++---- src/levenshtein_functions.rs | 55 ++++++++++++++++++++++++------------ src/lib.rs | 31 +++++++++++--------- 3 files changed, 60 insertions(+), 38 deletions(-) diff --git a/src/graph.rs b/src/graph.rs index ef773d2..11463e9 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -8,7 +8,7 @@ pub struct Vertex { rank: u32, } -pub(self) struct Edge { +struct Edge { weight: u32, hash_chunk_1: u32, hash_chunk_2: u32, @@ -18,7 +18,7 @@ pub struct Graph { pub(crate) vertices: HashMap, } -fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster: &Vec) -> u32 { +fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster: &[u32]) -> u32 { let mut leader_hash = 0; let mut min_sum_dist = u32::MAX; @@ -39,7 +39,7 @@ fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster: & min_sum_dist = sum_dist_for_chunk } } - return leader_hash; + leader_hash } fn create_edges(chunks_hashmap: &HashMap) -> Vec { @@ -81,7 +81,7 @@ impl Graph { } let mut graph = Graph { vertices }; - let edges = create_edges(&chunks_hashmap); + let edges = create_edges(chunks_hashmap); graph.create_graph_based_on_the_kraskal_algorithm(edges); graph.find_leaders_in_clusters(chunks_hashmap); @@ -101,7 +101,7 @@ impl Graph { { if self.vertices.contains_key(&other_hash) { let leader_for_other_chunk = self.vertices.get(&other_hash).unwrap().parent; - let dist = (leader_for_other_chunk as i64 - hash as i64).abs() as u32; + let dist = (leader_for_other_chunk as i64 - hash as i64).unsigned_abs() as u32; if dist < edge.weight { edge.weight = dist; edge.hash_chunk_2 = leader_for_other_chunk; @@ -209,7 +209,7 @@ impl Graph { continue; } - let leader_hash = find_leader_chunk_in_cluster(chunks_hashmap, cluster); + let leader_hash = find_leader_chunk_in_cluster(chunks_hashmap, cluster.as_slice()); for chunk_index in cluster { self.vertices.get_mut(chunk_index).unwrap().parent = leader_hash; diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index 945ae57..eecfcf1 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -7,9 +7,40 @@ pub(crate) enum Action { Rep, } pub(crate) struct DeltaAction { - pub(crate) action: Action, - pub(crate) index: usize, - pub(crate) byte_value: u8, + code: u32, +} + +impl DeltaAction { + fn new(action: Action, index: usize, byte_value: u8) -> DeltaAction { + let mut code = 0u32; + match action { + Del => { + code += 1 << 31; + } + Add => { + code += 1 << 30; + } + Rep => {} + } + code += byte_value as u32 * (1 << 22); + if index >= (1 << 22) { + panic!() + } + code += index as u32; + DeltaAction { code } + } + + pub fn get(&self) -> (Action, usize, u8) { + let action = match self.code / (1 << 30) { + 0 => Rep, + 1 => Add, + 2 => Del, + _ => panic!(), + }; + let byte_value = self.code % (1 << 30) / (1 << 22); + let index = self.code % (1 << 22); + (action, index as usize, byte_value as u8) + } } pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { @@ -20,26 +51,14 @@ pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec 0 && y > 0 { if (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { - delta_code.push(DeltaAction { - action: Rep, - index: y - 1, - byte_value: data_chunk[x - 1], - }); + delta_code.push(DeltaAction::new(Rep, y - 1, data_chunk[x - 1])); x -= 1; y -= 1; } else if matrix[y - 1][x] < matrix[y][x] { - delta_code.push(DeltaAction { - action: Del, - index: y - 1, - byte_value: 0, - }); + delta_code.push(DeltaAction::new(Del, y - 1, 0)); y -= 1; } else if matrix[y][x - 1] < matrix[y][x] { - delta_code.push(DeltaAction { - action: Add, - index: y - 1, - byte_value: data_chunk[x - 1], - }); + delta_code.push(DeltaAction::new(Add, y - 1, data_chunk[x - 1])); x -= 1; } else { x -= 1; diff --git a/src/lib.rs b/src/lib.rs index 4b7ff20..07fa417 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -1,20 +1,21 @@ use graph::Graph; use levenshtein_functions::{Action, DeltaAction}; use std::collections::HashMap; +use std::mem::size_of_val; mod graph; mod hash_function; pub mod levenshtein_functions; -fn size_hashmap(hash_map: &HashMap) -> u32 { +fn size_hashmap(hash_map: &HashMap) -> usize { let mut size = 0; for i in hash_map { match i.1 { - Chunk::Simple { data } => size += data.len() as u32, + Chunk::Simple { data } => size += data.len(), Chunk::Delta { - hash: _, + parent_hash: hash, delta_code, - } => size += 4 + delta_code.len() as u32 * 10, + } => size += size_of_val(hash) + delta_code.len() * size_of_val(&delta_code[0]), } } size @@ -30,7 +31,7 @@ enum Chunk { data: Vec, }, Delta { - hash: u32, + parent_hash: u32, delta_code: Vec, }, } @@ -45,17 +46,19 @@ fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { let chunk = sbc_hashmap.get(hash).unwrap(); match chunk { Chunk::Simple { data } => data.clone(), - Chunk::Delta { hash, delta_code } => { + Chunk::Delta { + parent_hash: hash, + delta_code, + } => { let mut chunk_data = match_chunk(sbc_hashmap, hash); for delta_action in delta_code { - match &delta_action.action { + let (action, index, byte_value) = delta_action.get(); + match action { Action::Del => { - chunk_data.remove(delta_action.index); + chunk_data.remove(index); } - Action::Add => { - chunk_data.insert(delta_action.index + 1, delta_action.byte_value) - } - Action::Rep => chunk_data[delta_action.index] = delta_action.byte_value, + Action::Add => chunk_data.insert(index + 1, byte_value), + Action::Rep => chunk_data[index] = byte_value, } } chunk_data @@ -92,7 +95,7 @@ impl SBCMap { self.sbc_hashmap.insert( *hash, Chunk::Delta { - hash: vertex.parent, + parent_hash: vertex.parent, delta_code: levenshtein_functions::encode( chunk_data.as_slice(), chunk_data_parent.as_slice(), @@ -127,7 +130,7 @@ impl Map for SBCMap { self.sbc_hashmap.insert( sbc_hash, Chunk::Delta { - hash: hash_leader, + parent_hash: hash_leader, delta_code: levenshtein_functions::encode( chunk_data_1.as_slice(), data.as_slice(), From 6171469804964229ad86bf75722642bc6da429c8 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Tue, 21 May 2024 19:05:46 +0300 Subject: [PATCH 033/132] in Cargo.toml move fastcdc to dev-dependencies --- Cargo.toml | 5 +---- 1 file changed, 1 insertion(+), 4 deletions(-) diff --git a/Cargo.toml b/Cargo.toml index e34b1cd..7fe9833 100644 --- a/Cargo.toml +++ b/Cargo.toml @@ -6,9 +6,6 @@ name = "sbc_algorithm" version = "0.1.0" edition = "2021" -[dependencies] -fastcdc = "3.1.0" - [dev-dependencies] -sbc_algorithm = { path = "." } \ No newline at end of file +fastcdc = "3.1.0" \ No newline at end of file From 9575d89ac691eb10b03ecb13043179dfc2810c08 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 25 May 2024 02:19:19 +0300 Subject: [PATCH 034/132] add trait Database for SBCMap --- Cargo.toml | 4 ++- src/chunkfs_sbc.rs | 90 ++++++++++++++++++++++++++++++++++++++++++++++ src/graph.rs | 7 ++-- src/lib.rs | 41 +++++++++++---------- 4 files changed, 119 insertions(+), 23 deletions(-) create mode 100644 src/chunkfs_sbc.rs diff --git a/Cargo.toml b/Cargo.toml index 7fe9833..34796d0 100644 --- a/Cargo.toml +++ b/Cargo.toml @@ -6,6 +6,8 @@ name = "sbc_algorithm" version = "0.1.0" edition = "2021" +[dependencies] +chunkfs = { path = "../chunkfs" } # change to " git = " [dev-dependencies] -fastcdc = "3.1.0" \ No newline at end of file +fastcdc = "3.1.0" diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs new file mode 100644 index 0000000..0b4de3a --- /dev/null +++ b/src/chunkfs_sbc.rs @@ -0,0 +1,90 @@ +use chunkfs::{ChunkHash, map}; +use chunkfs::map::{Database}; +use chunkfs::scrub::{Scrub, ScrubMeasurements}; +use crate::{Chunk, levenshtein_functions, match_chunk, SBCMap}; +use std::io; +use std::io::ErrorKind; +use crate::graph::{find_leader_chunk_in_cluster, Vertex}; + +pub struct SBCScrubber; + +impl Scrub for SBCScrubber { + fn scrub<'a>(&mut self, cdc_map: <&'a mut CDC as IntoIterator>::IntoIter, target_map: &mut Box>>) -> ScrubMeasurements where Hash: 'a{ + todo!() + } +} + + + +impl Database for SBCMap { + fn insert(&mut self, cdc_hash: Hash, data: Vec) -> io::Result<()> { + let sbc_hash = crate::hash_function::hash(data.as_slice()); + + self.hashmap_transitions.insert(cdc_hash, sbc_hash); + self.graph.add_vertex(sbc_hash); + + let hash_leader = self.graph.vertices.get(&sbc_hash).unwrap().parent; + + if hash_leader == sbc_hash { + self.sbc_hashmap.insert(sbc_hash, Chunk::Simple { data }); + } else { + let chunk_data_1 = crate::match_chunk(&self.sbc_hashmap, &hash_leader); + + self.sbc_hashmap.insert( + sbc_hash, + Chunk::Delta { + parent_hash: hash_leader, + delta_code: crate::levenshtein_functions::encode( + chunk_data_1.as_slice(), + data.as_slice(), + ), + }, + ); + } + Ok(()) + } + + fn get(&self, cdc_hash: &Hash) -> io::Result { + let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); + self.sbc_hashmap.get(&sbc_hash).unwrap().ok_or(ErrorKind::NotFound.into()) + //match_chunk(&self.sbc_hashmap, sbc_hash) + } + + fn remove(&mut self, cdc_hash: &Hash) { + let sbc_hash = self.hashmap_transitions.get(cdc_hash).unwrap(); + let parent_hash = self.graph.vertices.get(sbc_hash).unwrap().parent; + + if *sbc_hash == parent_hash { + let mut cluster = Vec::new(); + for (hash, vertex) in self.graph.vertices { + if vertex.parent == parent_hash { + cluster.push(vertex.parent); + } + } + let new_parent = find_leader_chunk_in_cluster(&self.sbc_hashmap, cluster.as_slice()); + let new_parent_data = match_chunk(&self.sbc_hashmap, &new_parent); + self.sbc_hashmap.insert(new_parent, Chunk::Simple { data : new_parent_data.clone()}); + + for hash in cluster { + let chunk_data = match_chunk(&self.sbc_hashmap, &hash); + self.sbc_hashmap.insert( + hash, + Chunk::Delta { + parent_hash: new_parent, + delta_code: levenshtein_functions::encode( + chunk_data.as_slice(), + new_parent_data.as_slice(), + ), + }, + ); + + let mut vertex = self.graph.vertices.get_mut(&hash).unwrap(); + vertex.parent = new_parent; + } + } + + self.graph.vertices.remove(sbc_hash); + self.sbc_hashmap.remove(sbc_hash); + self.hashmap_transitions.remove(cdc_hash); + } +} \ No newline at end of file diff --git a/src/graph.rs b/src/graph.rs index 11463e9..982756f 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -18,7 +18,7 @@ pub struct Graph { pub(crate) vertices: HashMap, } -fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster: &[u32]) -> u32 { +pub fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster: &[u32]) -> u32 { let mut leader_hash = 0; let mut min_sum_dist = u32::MAX; @@ -84,7 +84,7 @@ impl Graph { let edges = create_edges(chunks_hashmap); graph.create_graph_based_on_the_kraskal_algorithm(edges); - graph.find_leaders_in_clusters(chunks_hashmap); + graph.set_leaders_in_clusters(chunks_hashmap); graph } @@ -190,7 +190,8 @@ impl Graph { } } - pub fn find_leaders_in_clusters(&mut self, chunks_hashmap: &HashMap) { + // change leader to parent? + pub fn set_leaders_in_clusters(&mut self, chunks_hashmap: &HashMap) { let mut clusters = HashMap::new(); let mut vector_keys = Vec::new(); diff --git a/src/lib.rs b/src/lib.rs index 07fa417..e553eb6 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -2,15 +2,18 @@ use graph::Graph; use levenshtein_functions::{Action, DeltaAction}; use std::collections::HashMap; use std::mem::size_of_val; +use chunkfs::{ChunkHash}; mod graph; mod hash_function; -pub mod levenshtein_functions; +mod levenshtein_functions; +mod chunkfs_sbc; -fn size_hashmap(hash_map: &HashMap) -> usize { + +fn hashmap_size(hash_map: &HashMap) -> usize { let mut size = 0; - for i in hash_map { - match i.1 { + for (_, chunk) in hash_map { + match chunk { Chunk::Simple { data } => size += data.len(), Chunk::Delta { parent_hash: hash, @@ -21,12 +24,12 @@ fn size_hashmap(hash_map: &HashMap) -> usize { size } -pub trait Map { - fn get(&self, hash: u64) -> Vec; - fn insert(&mut self, chunk: Vec, cdc_hash: u64); +pub trait Map { + fn get(&self, hash: Hash) -> Vec; + fn insert(&mut self, chunk: Vec, cdc_hash: Hash); } -enum Chunk { +pub enum Chunk { Simple { data: Vec, }, @@ -36,13 +39,13 @@ enum Chunk { }, } -pub struct SBCMap { - hashmap_transitions: HashMap, +pub struct SBCMap { + hashmap_transitions: HashMap, sbc_hashmap: HashMap, graph: Graph, } -fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { +pub fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { let chunk = sbc_hashmap.get(hash).unwrap(); match chunk { Chunk::Simple { data } => data.clone(), @@ -66,8 +69,8 @@ fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { } } -impl SBCMap { - pub fn new(cdc_map: Vec<(u64, Vec)>) -> SBCMap { +impl SBCMap { + pub fn new(cdc_map: Vec<(Hash, Vec)>) -> SBCMap { let mut hashmap_transitions = HashMap::new(); let mut chunks_hashmap = HashMap::new(); @@ -104,17 +107,17 @@ impl SBCMap { ); } } - println!("size after chunking: {}", size_hashmap(&self.sbc_hashmap)); + println!("size after chunking: {}", hashmap_size(&self.sbc_hashmap)); } } -impl Map for SBCMap { - fn get(&self, cdc_hash: u64) -> Vec { +impl Map for SBCMap { + fn get(&self, cdc_hash: Hash) -> Vec { let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); match_chunk(&self.sbc_hashmap, sbc_hash) } - fn insert(&mut self, data: Vec, cdc_hash: u64) { + fn insert(&mut self, data: Vec, cdc_hash: Hash) { let sbc_hash = hash_function::hash(data.as_slice()); self.hashmap_transitions.insert(cdc_hash, sbc_hash); @@ -143,7 +146,7 @@ impl Map for SBCMap { #[cfg(test)] mod tests { - use crate::{Chunk, SBCMap}; + use crate::{Chunk, ChunkHash, SBCMap}; use fastcdc::v2016::FastCDC; use std::fs; use std::fs::File; @@ -161,7 +164,7 @@ mod tests { cdc_vec } - fn crate_sbc_map(path: &str) -> SBCMap { + fn crate_sbc_map(path: &str) -> SBCMap { let contents = fs::read(path).unwrap(); let chunks = FastCDC::new(&contents, 1000, 2000, 65536); let input = File::open(path).expect("File not open"); From 3276fe71b945757084923e3b94df7e33fda6a08b Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 25 May 2024 02:37:28 +0300 Subject: [PATCH 035/132] add scrubber prototype --- src/chunkfs_sbc.rs | 23 ++++++++++++++++++++--- 1 file changed, 20 insertions(+), 3 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 0b4de3a..3455639 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,15 +1,32 @@ +use std::collections::HashMap; use chunkfs::{ChunkHash, map}; use chunkfs::map::{Database}; use chunkfs::scrub::{Scrub, ScrubMeasurements}; -use crate::{Chunk, levenshtein_functions, match_chunk, SBCMap}; +use crate::{Chunk, hash_function, levenshtein_functions, match_chunk, SBCMap}; use std::io; use std::io::ErrorKind; -use crate::graph::{find_leader_chunk_in_cluster, Vertex}; +use crate::graph::{find_leader_chunk_in_cluster, Graph, Vertex}; pub struct SBCScrubber; impl Scrub for SBCScrubber { - fn scrub<'a>(&mut self, cdc_map: <&'a mut CDC as IntoIterator>::IntoIter, target_map: &mut Box>>) -> ScrubMeasurements where Hash: 'a{ + fn scrub<'a>(&mut self, cdc_map: <&'a mut CDC as IntoIterator>::IntoIter, sbc_map: &mut Box>) -> ScrubMeasurements where Hash: 'a{ + let mut hashmap_transitions = HashMap::new(); + let mut chunks_hashmap = HashMap::new(); + + for (cdc_hash, chunk) in cdc_map { + let sbc_hash = hash_function::hash(chunk.as_slice()); + hashmap_transitions.insert(cdc_hash, sbc_hash); + chunks_hashmap.insert(sbc_hash, Chunk::Simple { data: chunk }); + } + + let graph = Graph::new(&chunks_hashmap); + + *sbc_map = Box::new(SBCMap { + hashmap_transitions, + sbc_hashmap: chunks_hashmap, + graph, + }); todo!() } } From de87bbe520592c50c848fa8604f1ac0e2a3bf0d4 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 25 May 2024 02:56:42 +0300 Subject: [PATCH 036/132] fix scrubber prototype --- src/chunkfs_sbc.rs | 17 +++++++++++------ 1 file changed, 11 insertions(+), 6 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 3455639..52a7dd2 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -2,6 +2,7 @@ use std::collections::HashMap; use chunkfs::{ChunkHash, map}; use chunkfs::map::{Database}; use chunkfs::scrub::{Scrub, ScrubMeasurements}; +use chunkfs::storage::DataContainer; use crate::{Chunk, hash_function, levenshtein_functions, match_chunk, SBCMap}; use std::io; use std::io::ErrorKind; @@ -9,8 +10,13 @@ use crate::graph::{find_leader_chunk_in_cluster, Graph, Vertex}; pub struct SBCScrubber; -impl Scrub for SBCScrubber { - fn scrub<'a>(&mut self, cdc_map: <&'a mut CDC as IntoIterator>::IntoIter, sbc_map: &mut Box>) -> ScrubMeasurements where Hash: 'a{ + +impl Scrub for SBCScrubber + where + B: Database>, + for<'a> &'a mut B: IntoIterator)>, +{ + fn scrub<'a>(&mut self, cdc_map: <&'a mut B as IntoIterator>::IntoIter, sbc_map: &mut Box>) -> ScrubMeasurements where Hash: 'a{ let mut hashmap_transitions = HashMap::new(); let mut chunks_hashmap = HashMap::new(); @@ -33,7 +39,7 @@ impl Scrub for SBCScrubber { -impl Database for SBCMap { +impl Database> for SBCMap { fn insert(&mut self, cdc_hash: Hash, data: Vec) -> io::Result<()> { let sbc_hash = crate::hash_function::hash(data.as_slice()); @@ -61,10 +67,9 @@ impl Database for SBCMap { Ok(()) } - fn get(&self, cdc_hash: &Hash) -> io::Result { + fn get(&self, cdc_hash: &Hash) -> io::Result> { let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); - self.sbc_hashmap.get(&sbc_hash).unwrap().ok_or(ErrorKind::NotFound.into()) - //match_chunk(&self.sbc_hashmap, sbc_hash) + match_chunk(&self.sbc_hashmap, sbc_hash).ok_or(ErrorKind::NotFound.into()) } fn remove(&mut self, cdc_hash: &Hash) { From dfbccea7c34b70e1021d74a78514ec8a40bbe75c Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 25 May 2024 12:25:15 +0300 Subject: [PATCH 037/132] completed the trait of the database --- src/chunkfs_sbc.rs | 91 ++++++++++++++++++++---------------- src/levenshtein_functions.rs | 4 +- src/lib.rs | 27 ----------- 3 files changed, 53 insertions(+), 69 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 52a7dd2..49d64de 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,47 +1,18 @@ use std::collections::HashMap; -use chunkfs::{ChunkHash, map}; +use chunkfs::{ChunkHash}; use chunkfs::map::{Database}; use chunkfs::scrub::{Scrub, ScrubMeasurements}; use chunkfs::storage::DataContainer; use crate::{Chunk, hash_function, levenshtein_functions, match_chunk, SBCMap}; use std::io; -use std::io::ErrorKind; -use crate::graph::{find_leader_chunk_in_cluster, Graph, Vertex}; +use crate::graph::{find_leader_chunk_in_cluster, Graph}; -pub struct SBCScrubber; - - -impl Scrub for SBCScrubber - where - B: Database>, - for<'a> &'a mut B: IntoIterator)>, -{ - fn scrub<'a>(&mut self, cdc_map: <&'a mut B as IntoIterator>::IntoIter, sbc_map: &mut Box>) -> ScrubMeasurements where Hash: 'a{ - let mut hashmap_transitions = HashMap::new(); - let mut chunks_hashmap = HashMap::new(); - - for (cdc_hash, chunk) in cdc_map { - let sbc_hash = hash_function::hash(chunk.as_slice()); - hashmap_transitions.insert(cdc_hash, sbc_hash); - chunks_hashmap.insert(sbc_hash, Chunk::Simple { data: chunk }); - } - - let graph = Graph::new(&chunks_hashmap); - - *sbc_map = Box::new(SBCMap { - hashmap_transitions, - sbc_hashmap: chunks_hashmap, - graph, - }); - todo!() - } -} impl Database> for SBCMap { fn insert(&mut self, cdc_hash: Hash, data: Vec) -> io::Result<()> { - let sbc_hash = crate::hash_function::hash(data.as_slice()); + let sbc_hash = hash_function::hash(data.as_slice()); self.hashmap_transitions.insert(cdc_hash, sbc_hash); self.graph.add_vertex(sbc_hash); @@ -51,13 +22,13 @@ impl Database> for SBCMap { if hash_leader == sbc_hash { self.sbc_hashmap.insert(sbc_hash, Chunk::Simple { data }); } else { - let chunk_data_1 = crate::match_chunk(&self.sbc_hashmap, &hash_leader); + let chunk_data_1 = match_chunk(&self.sbc_hashmap, &hash_leader); self.sbc_hashmap.insert( sbc_hash, Chunk::Delta { parent_hash: hash_leader, - delta_code: crate::levenshtein_functions::encode( + delta_code: levenshtein_functions::encode( chunk_data_1.as_slice(), data.as_slice(), ), @@ -69,7 +40,7 @@ impl Database> for SBCMap { fn get(&self, cdc_hash: &Hash) -> io::Result> { let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); - match_chunk(&self.sbc_hashmap, sbc_hash).ok_or(ErrorKind::NotFound.into()) + Ok(match_chunk(&self.sbc_hashmap, sbc_hash)) } fn remove(&mut self, cdc_hash: &Hash) { @@ -78,9 +49,9 @@ impl Database> for SBCMap { if *sbc_hash == parent_hash { let mut cluster = Vec::new(); - for (hash, vertex) in self.graph.vertices { - if vertex.parent == parent_hash { - cluster.push(vertex.parent); + for (hash, vertex) in &self.graph.vertices { + if vertex.parent == parent_hash && *hash != parent_hash { + cluster.push(*hash); } } let new_parent = find_leader_chunk_in_cluster(&self.sbc_hashmap, cluster.as_slice()); @@ -100,7 +71,7 @@ impl Database> for SBCMap { }, ); - let mut vertex = self.graph.vertices.get_mut(&hash).unwrap(); + let vertex = self.graph.vertices.get_mut(&hash).unwrap(); vertex.parent = new_parent; } } @@ -109,4 +80,44 @@ impl Database> for SBCMap { self.sbc_hashmap.remove(sbc_hash); self.hashmap_transitions.remove(cdc_hash); } -} \ No newline at end of file +} + +pub struct SBCScrubber; + +impl Scrub for SBCScrubber + where + B: Database>, + for<'a> &'a mut B: IntoIterator)>, +{ + fn scrub<'a>( + &mut self, + cdc_map: <&'a mut B as IntoIterator>::IntoIter, + sbc_map: &mut Box>>, + ) -> ScrubMeasurements + where + Hash: 'a, + Hash: 'a, + { + let mut hashmap_transitions = HashMap::new(); + let mut chunks_hashmap = HashMap::new(); + + for (cdc_hash, _chunk) in cdc_map { + let chunk = Vec::new(); + let sbc_hash = hash_function::hash(chunk.as_slice()); + hashmap_transitions.insert(cdc_hash.clone(), sbc_hash); + chunks_hashmap.insert(sbc_hash, Chunk::Simple { data: chunk }); + } + + let graph = Graph::new(&chunks_hashmap); + + + sbc_map = Box::new(SBCMap { + hashmap_transitions, + sbc_hashmap: chunks_hashmap, + graph, + }); + + ScrubMeasurements::default() + } +} + diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index eecfcf1..d17391c 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -6,7 +6,7 @@ pub(crate) enum Action { Add, Rep, } -pub(crate) struct DeltaAction { +pub struct DeltaAction { code: u32, } @@ -30,7 +30,7 @@ impl DeltaAction { DeltaAction { code } } - pub fn get(&self) -> (Action, usize, u8) { + pub(crate) fn get(&self) -> (Action, usize, u8) { let action = match self.code / (1 << 30) { 0 => Rep, 1 => Add, diff --git a/src/lib.rs b/src/lib.rs index e553eb6..4e79697 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -26,7 +26,6 @@ fn hashmap_size(hash_map: &HashMap) -> usize { pub trait Map { fn get(&self, hash: Hash) -> Vec; - fn insert(&mut self, chunk: Vec, cdc_hash: Hash); } pub enum Chunk { @@ -116,32 +115,6 @@ impl Map for SBCMap { let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); match_chunk(&self.sbc_hashmap, sbc_hash) } - - fn insert(&mut self, data: Vec, cdc_hash: Hash) { - let sbc_hash = hash_function::hash(data.as_slice()); - - self.hashmap_transitions.insert(cdc_hash, sbc_hash); - self.graph.add_vertex(sbc_hash); - - let hash_leader = self.graph.vertices.get(&sbc_hash).unwrap().parent; - - if hash_leader == sbc_hash { - self.sbc_hashmap.insert(sbc_hash, Chunk::Simple { data }); - } else { - let chunk_data_1 = match_chunk(&self.sbc_hashmap, &hash_leader); - - self.sbc_hashmap.insert( - sbc_hash, - Chunk::Delta { - parent_hash: hash_leader, - delta_code: levenshtein_functions::encode( - chunk_data_1.as_slice(), - data.as_slice(), - ), - }, - ); - } - } } #[cfg(test)] From 11043fe46c2d51416e9ebe7ec5ba9c47021f8fcb Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 25 May 2024 14:56:16 +0300 Subject: [PATCH 038/132] completed scrubber --- runner/src/main.rs | 3 ++- src/chunkfs_sbc.rs | 48 +++++++++++++++++++++++++--------------------- src/lib.rs | 38 ++++++++++++++++-------------------- 3 files changed, 44 insertions(+), 45 deletions(-) diff --git a/runner/src/main.rs b/runner/src/main.rs index 7d2cdb8..33ea801 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -1,5 +1,5 @@ extern crate sbc_algorithm; -use sbc_algorithm::SBCMap; +use sbc_algorithm::{SBCMap, hashmap_size}; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; @@ -25,6 +25,7 @@ pub fn main() -> Result<(), std::io::Error> { let mut sbc_map = SBCMap::new(cdc_vec.clone()); sbc_map.encode(); + println!("size after chunking: {}", hashmap_size(&sbc_map)); Ok(()) } diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 49d64de..f9a9a53 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,8 +1,4 @@ -use std::collections::HashMap; -use chunkfs::{ChunkHash}; -use chunkfs::map::{Database}; -use chunkfs::scrub::{Scrub, ScrubMeasurements}; -use chunkfs::storage::DataContainer; +use chunkfs::{Scrub, ScrubMeasurements, DataContainer, Database, ChunkHash}; use crate::{Chunk, hash_function, levenshtein_functions, match_chunk, SBCMap}; use std::io; use crate::graph::{find_leader_chunk_in_cluster, Graph}; @@ -12,6 +8,7 @@ use crate::graph::{find_leader_chunk_in_cluster, Graph}; impl Database> for SBCMap { fn insert(&mut self, cdc_hash: Hash, data: Vec) -> io::Result<()> { + let sbc_hash = hash_function::hash(data.as_slice()); self.hashmap_transitions.insert(cdc_hash, sbc_hash); @@ -80,6 +77,19 @@ impl Database> for SBCMap { self.sbc_hashmap.remove(sbc_hash); self.hashmap_transitions.remove(cdc_hash); } + + fn insert_multi(&mut self, keys: Vec, values: Vec>) -> io::Result<()> { + for chunk_index in 0..keys.len() { + let sbc_hash = hash_function::hash(values[chunk_index].as_slice()); + self.hashmap_transitions.insert(keys[chunk_index].clone(), sbc_hash); + self.sbc_hashmap.insert(sbc_hash, Chunk::Simple { data: values[chunk_index].clone() }); + } + + self.graph = Graph::new(&self.sbc_hashmap); + self.encode(); + Ok(()) + } + } pub struct SBCScrubber; @@ -96,26 +106,20 @@ impl Scrub for SBCScrubber ) -> ScrubMeasurements where Hash: 'a, - Hash: 'a, { - let mut hashmap_transitions = HashMap::new(); - let mut chunks_hashmap = HashMap::new(); - - for (cdc_hash, _chunk) in cdc_map { - let chunk = Vec::new(); - let sbc_hash = hash_function::hash(chunk.as_slice()); - hashmap_transitions.insert(cdc_hash.clone(), sbc_hash); - chunks_hashmap.insert(sbc_hash, Chunk::Simple { data: chunk }); + let mut keys = Vec::new(); + let mut values = Vec::new(); + + for (cdc_hash, chunk) in cdc_map { + keys.push(cdc_hash.clone()); + let chunk = chunk.extract(); + match chunk { + Data::Chunk(data) => { values.push(data.clone()); } + Data::TargetChunk(_) => { values.push(Vec::new()); } + } } - let graph = Graph::new(&chunks_hashmap); - - - sbc_map = Box::new(SBCMap { - hashmap_transitions, - sbc_hashmap: chunks_hashmap, - graph, - }); + let _ = sbc_map.insert_multi(keys, values); ScrubMeasurements::default() } diff --git a/src/lib.rs b/src/lib.rs index 4e79697..d79479d 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -7,12 +7,10 @@ use chunkfs::{ChunkHash}; mod graph; mod hash_function; mod levenshtein_functions; -mod chunkfs_sbc; - -fn hashmap_size(hash_map: &HashMap) -> usize { +pub fn hashmap_size (sbc_map: &SBCMap) -> usize { let mut size = 0; - for (_, chunk) in hash_map { + for (_, chunk) in sbc_map.sbc_hashmap.iter() { match chunk { Chunk::Simple { data } => size += data.len(), Chunk::Delta { @@ -24,10 +22,6 @@ fn hashmap_size(hash_map: &HashMap) -> usize { size } -pub trait Map { - fn get(&self, hash: Hash) -> Vec; -} - pub enum Chunk { Simple { data: Vec, @@ -38,12 +32,6 @@ pub enum Chunk { }, } -pub struct SBCMap { - hashmap_transitions: HashMap, - sbc_hashmap: HashMap, - graph: Graph, -} - pub fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { let chunk = sbc_hashmap.get(hash).unwrap(); match chunk { @@ -68,6 +56,14 @@ pub fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { } } +#[allow(dead_code)] +pub struct SBCMap { + hashmap_transitions: HashMap, + sbc_hashmap: HashMap, + graph: Graph, +} + + impl SBCMap { pub fn new(cdc_map: Vec<(Hash, Vec)>) -> SBCMap { let mut hashmap_transitions = HashMap::new(); @@ -90,6 +86,12 @@ impl SBCMap { pub fn encode(&mut self) { for (hash, vertex) in &self.graph.vertices { + match self.sbc_hashmap.get(&vertex.parent).unwrap() { + Chunk::Simple { .. } => {} + Chunk::Delta { .. } => { + self.sbc_hashmap.insert(vertex.parent, Chunk::Simple{data : match_chunk(&self.sbc_hashmap, &vertex.parent)}); + } + } if *hash != vertex.parent { let chunk_data_parent = match_chunk(&self.sbc_hashmap, &vertex.parent); let chunk_data = match_chunk(&self.sbc_hashmap, hash); @@ -106,14 +108,6 @@ impl SBCMap { ); } } - println!("size after chunking: {}", hashmap_size(&self.sbc_hashmap)); - } -} - -impl Map for SBCMap { - fn get(&self, cdc_hash: Hash) -> Vec { - let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); - match_chunk(&self.sbc_hashmap, sbc_hash) } } From 103171a46d847bdaf763f47e4174f58f30e83ff7 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 25 May 2024 16:11:16 +0300 Subject: [PATCH 039/132] add tests for trait Database, fix remove method in Database --- src/chunkfs_sbc.rs | 49 ++++++++++++++++++++--------------------- src/lib.rs | 8 ++++--- tests/sbc_tests.rs | 54 +++++++++++++++++++++++++++++++++++++++++----- 3 files changed, 79 insertions(+), 32 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index f9a9a53..832f797 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,11 +1,9 @@ -use chunkfs::{Scrub, ScrubMeasurements, DataContainer, Database, ChunkHash}; +use chunkfs::{Scrub, ScrubMeasurements, DataContainer, Database, ChunkHash, Data}; use crate::{Chunk, hash_function, levenshtein_functions, match_chunk, SBCMap}; use std::io; use crate::graph::{find_leader_chunk_in_cluster, Graph}; - - impl Database> for SBCMap { fn insert(&mut self, cdc_hash: Hash, data: Vec) -> io::Result<()> { @@ -47,29 +45,32 @@ impl Database> for SBCMap { if *sbc_hash == parent_hash { let mut cluster = Vec::new(); for (hash, vertex) in &self.graph.vertices { - if vertex.parent == parent_hash && *hash != parent_hash { + if vertex.parent == parent_hash && *hash != *sbc_hash { cluster.push(*hash); } } - let new_parent = find_leader_chunk_in_cluster(&self.sbc_hashmap, cluster.as_slice()); - let new_parent_data = match_chunk(&self.sbc_hashmap, &new_parent); - self.sbc_hashmap.insert(new_parent, Chunk::Simple { data : new_parent_data.clone()}); - - for hash in cluster { - let chunk_data = match_chunk(&self.sbc_hashmap, &hash); - self.sbc_hashmap.insert( - hash, - Chunk::Delta { - parent_hash: new_parent, - delta_code: levenshtein_functions::encode( - chunk_data.as_slice(), - new_parent_data.as_slice(), - ), - }, - ); - - let vertex = self.graph.vertices.get_mut(&hash).unwrap(); - vertex.parent = new_parent; + if !cluster.is_empty() { + let new_parent = find_leader_chunk_in_cluster(&self.sbc_hashmap, cluster.as_slice()); + let new_parent_data = match_chunk(&self.sbc_hashmap, &new_parent); + self.sbc_hashmap.insert(new_parent, Chunk::Simple { data : new_parent_data.clone()}); + + for hash in cluster { + if hash == new_parent { continue; } + let chunk_data = match_chunk(&self.sbc_hashmap, &hash); + self.sbc_hashmap.insert( + hash, + Chunk::Delta { + parent_hash: new_parent, + delta_code: levenshtein_functions::encode( + chunk_data.as_slice(), + new_parent_data.as_slice(), + ), + }, + ); + + let vertex = self.graph.vertices.get_mut(&hash).unwrap(); + vertex.parent = new_parent; + } } } @@ -89,9 +90,9 @@ impl Database> for SBCMap { self.encode(); Ok(()) } - } + pub struct SBCScrubber; impl Scrub for SBCScrubber diff --git a/src/lib.rs b/src/lib.rs index d79479d..dcfc76f 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -4,9 +4,11 @@ use std::collections::HashMap; use std::mem::size_of_val; use chunkfs::{ChunkHash}; + mod graph; mod hash_function; mod levenshtein_functions; +mod chunkfs_sbc; pub fn hashmap_size (sbc_map: &SBCMap) -> usize { let mut size = 0; @@ -113,7 +115,7 @@ impl SBCMap { #[cfg(test)] mod tests { - use crate::{Chunk, ChunkHash, SBCMap}; + use crate::{Chunk, SBCMap}; use fastcdc::v2016::FastCDC; use std::fs; use std::fs::File; @@ -126,12 +128,12 @@ mod tests { let length = chunk.length; let mut bytes = vec![0; length]; buffer.read_exact(&mut bytes).expect("buffer crash"); - cdc_vec.push((chunk.hash, bytes)); + cdc_vec.push((chunk.hash.clone(), bytes)); } cdc_vec } - fn crate_sbc_map(path: &str) -> SBCMap { + fn crate_sbc_map(path: &str) -> SBCMap { let contents = fs::read(path).unwrap(); let chunks = FastCDC::new(&contents, 1000, 2000, 65536); let input = File::open(path).expect("File not open"); diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index 110112b..199bca3 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -1,8 +1,10 @@ use fastcdc::v2016::FastCDC; -use sbc_algorithm::{Map, SBCMap}; +use sbc_algorithm::{SBCMap}; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; +use chunkfs::{Database}; + const PATH: &str = "runner/files/test1.txt"; #[test] @@ -11,23 +13,65 @@ fn test_data_recovery() -> Result<(), std::io::Error> { let chunks = FastCDC::new(&contents, 1000, 2000, 65536); let input = File::open(PATH)?; - let mut cdc_vec = Vec::new(); + let mut cdc_vec : Vec<(u64, Vec)> = Vec::new(); let mut buffer = BufReader::new(input); - let mut index = 0; + let mut index = 1; for chunk in chunks { - index += 1; let length = chunk.length; let mut bytes = vec![0; length]; buffer.read_exact(&mut bytes)?; cdc_vec.push((index, bytes)); + + index += 1; } let mut sbc_map = SBCMap::new(cdc_vec.clone()); sbc_map.encode(); + for (cdc_hash, data) in cdc_vec.iter() { + assert_eq!(*data, sbc_map.get(cdc_hash).unwrap()) + } + let text = "qwerty"; + let new_chunk = text.as_bytes().to_vec(); + let _ = sbc_map.insert(index, new_chunk.clone()); + assert_eq!(new_chunk, sbc_map.get(&index).unwrap()); + + sbc_map.remove(&index); for (cdc_hash, data) in cdc_vec { - assert_eq!(data, sbc_map.get(cdc_hash)) + assert_eq!(data, sbc_map.get(&cdc_hash).unwrap()) + } + + Ok(()) +} + +#[test] +fn test_insert_multi() -> Result<(), std::io::Error> { + let contents = fs::read(PATH).unwrap(); + let cdc_map = FastCDC::new(&contents, 1000, 2000, 65536); + + let input = File::open(PATH)?; + let mut buffer = BufReader::new(input); + + let mut keys = Vec::new(); + let mut values = Vec::new(); + + let mut index = 0; + for chunk in cdc_map { + index += 1; + keys.push(index); + let length = chunk.length; + let mut bytes = vec![0; length]; + buffer.read_exact(&mut bytes)?; + values.push(bytes); + } + + let mut sbc_map = SBCMap::new(Vec::new()); + let _ = sbc_map.insert_multi(keys.clone(), values.clone()); + + + for chunk_index in 0..keys.len() { + assert_eq!(values[chunk_index], sbc_map.get(&keys[chunk_index]).unwrap()) } Ok(()) From 09630ed1e244af525404950479317eea29fc1b15 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 25 May 2024 18:18:32 +0300 Subject: [PATCH 040/132] delete transitions_hashmap from sbc_map, complete scrubber, connect git repository chunkfs --- Cargo.toml | 2 +- runner/src/main.rs | 7 ++-- src/chunkfs_sbc.rs | 87 ++++++++++++++++++++++++---------------------- src/lib.rs | 46 ++++++++++++------------ tests/sbc_tests.rs | 42 ++++++++++------------ 5 files changed, 92 insertions(+), 92 deletions(-) diff --git a/Cargo.toml b/Cargo.toml index 34796d0..388dc83 100644 --- a/Cargo.toml +++ b/Cargo.toml @@ -7,7 +7,7 @@ version = "0.1.0" edition = "2021" [dependencies] -chunkfs = { path = "../chunkfs" } # change to " git = " +chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support" } [dev-dependencies] fastcdc = "3.1.0" diff --git a/runner/src/main.rs b/runner/src/main.rs index 33ea801..8e9cdb7 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -1,5 +1,5 @@ extern crate sbc_algorithm; -use sbc_algorithm::{SBCMap, hashmap_size}; +use sbc_algorithm::{hash, hashmap_size, SBCMap}; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; @@ -14,13 +14,12 @@ pub fn main() -> Result<(), std::io::Error> { let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); let mut cdc_vec = Vec::new(); - let mut index = 0; for chunk in chunks { - index += 1; let length = chunk.length; let mut bytes = vec![0; length]; buffer.read_exact(&mut bytes)?; - cdc_vec.push((index, bytes)); + + cdc_vec.push((hash(bytes.as_slice()), bytes)); } let mut sbc_map = SBCMap::new(cdc_vec.clone()); diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 832f797..1cd4980 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,16 +1,11 @@ -use chunkfs::{Scrub, ScrubMeasurements, DataContainer, Database, ChunkHash, Data}; -use crate::{Chunk, hash_function, levenshtein_functions, match_chunk, SBCMap}; -use std::io; use crate::graph::{find_leader_chunk_in_cluster, Graph}; +use crate::{hash_function, levenshtein_functions, match_chunk, Chunk, SBCMap}; +use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; +use std::io; - -impl Database> for SBCMap { - fn insert(&mut self, cdc_hash: Hash, data: Vec) -> io::Result<()> { - - let sbc_hash = hash_function::hash(data.as_slice()); - - self.hashmap_transitions.insert(cdc_hash, sbc_hash); - self.graph.add_vertex(sbc_hash); +impl Database> for SBCMap { + fn insert(&mut self, sbc_hash: u32, data: Vec) -> io::Result<()> { + self.graph.add_vertex(sbc_hash.clone()); let hash_leader = self.graph.vertices.get(&sbc_hash).unwrap().parent; @@ -33,13 +28,11 @@ impl Database> for SBCMap { Ok(()) } - fn get(&self, cdc_hash: &Hash) -> io::Result> { - let sbc_hash = self.hashmap_transitions.get(&cdc_hash).unwrap(); + fn get(&self, sbc_hash: &u32) -> io::Result> { Ok(match_chunk(&self.sbc_hashmap, sbc_hash)) } - fn remove(&mut self, cdc_hash: &Hash) { - let sbc_hash = self.hashmap_transitions.get(cdc_hash).unwrap(); + fn remove(&mut self, sbc_hash: &u32) { let parent_hash = self.graph.vertices.get(sbc_hash).unwrap().parent; if *sbc_hash == parent_hash { @@ -50,12 +43,20 @@ impl Database> for SBCMap { } } if !cluster.is_empty() { - let new_parent = find_leader_chunk_in_cluster(&self.sbc_hashmap, cluster.as_slice()); + let new_parent = + find_leader_chunk_in_cluster(&self.sbc_hashmap, cluster.as_slice()); let new_parent_data = match_chunk(&self.sbc_hashmap, &new_parent); - self.sbc_hashmap.insert(new_parent, Chunk::Simple { data : new_parent_data.clone()}); + self.sbc_hashmap.insert( + new_parent, + Chunk::Simple { + data: new_parent_data.clone(), + }, + ); for hash in cluster { - if hash == new_parent { continue; } + if hash == new_parent { + continue; + } let chunk_data = match_chunk(&self.sbc_hashmap, &hash); self.sbc_hashmap.insert( hash, @@ -76,14 +77,16 @@ impl Database> for SBCMap { self.graph.vertices.remove(sbc_hash); self.sbc_hashmap.remove(sbc_hash); - self.hashmap_transitions.remove(cdc_hash); } - fn insert_multi(&mut self, keys: Vec, values: Vec>) -> io::Result<()> { - for chunk_index in 0..keys.len() { - let sbc_hash = hash_function::hash(values[chunk_index].as_slice()); - self.hashmap_transitions.insert(keys[chunk_index].clone(), sbc_hash); - self.sbc_hashmap.insert(sbc_hash, Chunk::Simple { data: values[chunk_index].clone() }); + fn insert_multi(&mut self, pairs: Vec<(u32, Vec)>) -> io::Result<()> { + for (key, value) in pairs { + self.sbc_hashmap.insert( + key.clone(), + Chunk::Simple { + data: value.clone(), + }, + ); } self.graph = Graph::new(&self.sbc_hashmap); @@ -92,37 +95,37 @@ impl Database> for SBCMap { } } - pub struct SBCScrubber; -impl Scrub for SBCScrubber - where - B: Database>, - for<'a> &'a mut B: IntoIterator)>, +impl Scrub for SBCScrubber +where + B: Database>, + for<'a> &'a mut B: IntoIterator)>, { fn scrub<'a>( &mut self, - cdc_map: <&'a mut B as IntoIterator>::IntoIter, - sbc_map: &mut Box>>, + database: &mut B, + sbc_map: &mut Box>>, ) -> ScrubMeasurements - where - Hash: 'a, + where + Hash: 'a, { - let mut keys = Vec::new(); - let mut values = Vec::new(); + let mut pairs = Vec::new(); - for (cdc_hash, chunk) in cdc_map { - keys.push(cdc_hash.clone()); - let chunk = chunk.extract(); + for (_, data_container) in database { + let chunk = data_container.extract(); match chunk { - Data::Chunk(data) => { values.push(data.clone()); } - Data::TargetChunk(_) => { values.push(Vec::new()); } + Data::Chunk(data) => { + let sbc_hash = hash_function::hash(data.as_slice()); + pairs.push((sbc_hash, data.clone())); + data_container.make_target(vec![sbc_hash]); + } + Data::TargetChunk(_) => {} } } - let _ = sbc_map.insert_multi(keys, values); + let _ = sbc_map.insert_multi(pairs); ScrubMeasurements::default() } } - diff --git a/src/lib.rs b/src/lib.rs index dcfc76f..a6b954a 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -1,16 +1,15 @@ use graph::Graph; +pub use hash_function::hash; use levenshtein_functions::{Action, DeltaAction}; use std::collections::HashMap; use std::mem::size_of_val; -use chunkfs::{ChunkHash}; - +mod chunkfs_sbc; mod graph; mod hash_function; mod levenshtein_functions; -mod chunkfs_sbc; -pub fn hashmap_size (sbc_map: &SBCMap) -> usize { +pub fn hashmap_size(sbc_map: &SBCMap) -> usize { let mut size = 0; for (_, chunk) in sbc_map.sbc_hashmap.iter() { match chunk { @@ -59,28 +58,22 @@ pub fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { } #[allow(dead_code)] -pub struct SBCMap { - hashmap_transitions: HashMap, +pub struct SBCMap { sbc_hashmap: HashMap, graph: Graph, } - -impl SBCMap { - pub fn new(cdc_map: Vec<(Hash, Vec)>) -> SBCMap { - let mut hashmap_transitions = HashMap::new(); +impl SBCMap { + pub fn new(sbc_vec: Vec<(u32, Vec)>) -> SBCMap { let mut chunks_hashmap = HashMap::new(); - for (cdc_hash, chunk) in cdc_map { - let sbc_hash = hash_function::hash(chunk.as_slice()); - hashmap_transitions.insert(cdc_hash, sbc_hash); + for (sbc_hash, chunk) in sbc_vec { chunks_hashmap.insert(sbc_hash, Chunk::Simple { data: chunk }); } let graph = Graph::new(&chunks_hashmap); SBCMap { - hashmap_transitions, sbc_hashmap: chunks_hashmap, graph, } @@ -91,7 +84,12 @@ impl SBCMap { match self.sbc_hashmap.get(&vertex.parent).unwrap() { Chunk::Simple { .. } => {} Chunk::Delta { .. } => { - self.sbc_hashmap.insert(vertex.parent, Chunk::Simple{data : match_chunk(&self.sbc_hashmap, &vertex.parent)}); + self.sbc_hashmap.insert( + vertex.parent, + Chunk::Simple { + data: match_chunk(&self.sbc_hashmap, &vertex.parent), + }, + ); } } if *hash != vertex.parent { @@ -115,31 +113,35 @@ impl SBCMap { #[cfg(test)] mod tests { + use crate::hash_function::hash; use crate::{Chunk, SBCMap}; use fastcdc::v2016::FastCDC; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; - fn create_cdc_vec(input: File, chunks: FastCDC) -> Vec<(u64, Vec)> { - let mut cdc_vec = Vec::new(); + + fn create_sbc_vec(input: File, chunks: FastCDC) -> Vec<(u32, Vec)> { + let mut sbc_vec = Vec::new(); let mut buffer = BufReader::new(input); for chunk in chunks { let length = chunk.length; let mut bytes = vec![0; length]; buffer.read_exact(&mut bytes).expect("buffer crash"); - cdc_vec.push((chunk.hash.clone(), bytes)); + + let sbc_hash = hash(bytes.as_slice()); + sbc_vec.push((sbc_hash, bytes)); } - cdc_vec + sbc_vec } - fn crate_sbc_map(path: &str) -> SBCMap { + fn crate_sbc_map(path: &str) -> SBCMap { let contents = fs::read(path).unwrap(); let chunks = FastCDC::new(&contents, 1000, 2000, 65536); let input = File::open(path).expect("File not open"); - let cdc_vec = create_cdc_vec(input, chunks); - let mut sbc_map = SBCMap::new(cdc_vec); + let sbc_vec = create_sbc_vec(input, chunks); + let mut sbc_map = SBCMap::new(sbc_vec); sbc_map.encode(); sbc_map } diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index 199bca3..aa71d80 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -1,9 +1,9 @@ +use chunkfs::Database; use fastcdc::v2016::FastCDC; -use sbc_algorithm::{SBCMap}; +use sbc_algorithm::{hash, SBCMap}; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; -use chunkfs::{Database}; const PATH: &str = "runner/files/test1.txt"; @@ -13,32 +13,32 @@ fn test_data_recovery() -> Result<(), std::io::Error> { let chunks = FastCDC::new(&contents, 1000, 2000, 65536); let input = File::open(PATH)?; - let mut cdc_vec : Vec<(u64, Vec)> = Vec::new(); + let mut sbc_vec = Vec::new(); let mut buffer = BufReader::new(input); - let mut index = 1; for chunk in chunks { let length = chunk.length; let mut bytes = vec![0; length]; buffer.read_exact(&mut bytes)?; - cdc_vec.push((index, bytes)); - index += 1; + let sbc_hash = hash(bytes.as_slice()); + sbc_vec.push((sbc_hash, bytes)); } - let mut sbc_map = SBCMap::new(cdc_vec.clone()); + let mut sbc_map = SBCMap::new(sbc_vec.clone()); sbc_map.encode(); - for (cdc_hash, data) in cdc_vec.iter() { - assert_eq!(*data, sbc_map.get(cdc_hash).unwrap()) + for (sbc_hash, data) in sbc_vec.iter() { + assert_eq!(*data, sbc_map.get(sbc_hash).unwrap()) } let text = "qwerty"; let new_chunk = text.as_bytes().to_vec(); - let _ = sbc_map.insert(index, new_chunk.clone()); - assert_eq!(new_chunk, sbc_map.get(&index).unwrap()); + let new_chunk_hash = hash(new_chunk.as_slice()); + let _ = sbc_map.insert(new_chunk_hash, new_chunk.clone()); + assert_eq!(new_chunk, sbc_map.get(&new_chunk_hash).unwrap()); - sbc_map.remove(&index); - for (cdc_hash, data) in cdc_vec { + sbc_map.remove(&new_chunk_hash); + for (cdc_hash, data) in sbc_vec { assert_eq!(data, sbc_map.get(&cdc_hash).unwrap()) } @@ -53,25 +53,21 @@ fn test_insert_multi() -> Result<(), std::io::Error> { let input = File::open(PATH)?; let mut buffer = BufReader::new(input); - let mut keys = Vec::new(); - let mut values = Vec::new(); + let mut pairs = Vec::new(); - let mut index = 0; for chunk in cdc_map { - index += 1; - keys.push(index); let length = chunk.length; let mut bytes = vec![0; length]; buffer.read_exact(&mut bytes)?; - values.push(bytes); + let sbc_hash = hash(bytes.as_slice()); + pairs.push((sbc_hash, bytes)); } let mut sbc_map = SBCMap::new(Vec::new()); - let _ = sbc_map.insert_multi(keys.clone(), values.clone()); + let _ = sbc_map.insert_multi(pairs.clone()); - - for chunk_index in 0..keys.len() { - assert_eq!(values[chunk_index], sbc_map.get(&keys[chunk_index]).unwrap()) + for (key, value) in pairs { + assert_eq!(value, sbc_map.get(&key).unwrap()) } Ok(()) From 35441a7d5907af6710bd9b929378fd9a209e8041 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 27 May 2024 01:32:40 +0300 Subject: [PATCH 041/132] transferring graph to scrubber --- src/chunkfs_sbc.rs | 168 +++++++++++++++++------------------- src/graph.rs | 211 ++++++++++++++++++--------------------------- src/lib.rs | 87 +++---------------- 3 files changed, 174 insertions(+), 292 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 1cd4980..0001591 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,114 +1,52 @@ -use crate::graph::{find_leader_chunk_in_cluster, Graph}; -use crate::{hash_function, levenshtein_functions, match_chunk, Chunk, SBCMap}; +use std::collections::HashMap; +use crate::graph::{Graph}; +use crate::{hash_function, levenshtein_functions, SBCChunk, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; use std::io; +use crate::levenshtein_functions::{Action}; -impl Database> for SBCMap { - fn insert(&mut self, sbc_hash: u32, data: Vec) -> io::Result<()> { - self.graph.add_vertex(sbc_hash.clone()); - - let hash_leader = self.graph.vertices.get(&sbc_hash).unwrap().parent; - - if hash_leader == sbc_hash { - self.sbc_hashmap.insert(sbc_hash, Chunk::Simple { data }); - } else { - let chunk_data_1 = match_chunk(&self.sbc_hashmap, &hash_leader); - - self.sbc_hashmap.insert( - sbc_hash, - Chunk::Delta { - parent_hash: hash_leader, - delta_code: levenshtein_functions::encode( - chunk_data_1.as_slice(), - data.as_slice(), - ), - }, - ); - } +impl Database for SBCMap { + fn insert(&mut self, sbc_hash: u32, chunk: SBCChunk) -> io::Result<()> { + self.sbc_hashmap.insert(sbc_hash, chunk); Ok(()) } - fn get(&self, sbc_hash: &u32) -> io::Result> { - Ok(match_chunk(&self.sbc_hashmap, sbc_hash)) + fn get(&self, sbc_hash: &u32) -> io::Result { + let mut chunk : SBCChunk; + match self.sbc_hashmap.get(sbc_hash).unwrap() { + SBCChunk::Simple { data } => {chunk = SBCChunk::Simple{ data : data.clone() }} + SBCChunk::Delta { parent_hash, delta_code } => { + chunk = SBCChunk::Delta{ + parent_hash : *parent_hash, + delta_code : (*delta_code).clone() + }} + } + Ok(chunk) + } fn remove(&mut self, sbc_hash: &u32) { - let parent_hash = self.graph.vertices.get(sbc_hash).unwrap().parent; - - if *sbc_hash == parent_hash { - let mut cluster = Vec::new(); - for (hash, vertex) in &self.graph.vertices { - if vertex.parent == parent_hash && *hash != *sbc_hash { - cluster.push(*hash); - } - } - if !cluster.is_empty() { - let new_parent = - find_leader_chunk_in_cluster(&self.sbc_hashmap, cluster.as_slice()); - let new_parent_data = match_chunk(&self.sbc_hashmap, &new_parent); - self.sbc_hashmap.insert( - new_parent, - Chunk::Simple { - data: new_parent_data.clone(), - }, - ); - - for hash in cluster { - if hash == new_parent { - continue; - } - let chunk_data = match_chunk(&self.sbc_hashmap, &hash); - self.sbc_hashmap.insert( - hash, - Chunk::Delta { - parent_hash: new_parent, - delta_code: levenshtein_functions::encode( - chunk_data.as_slice(), - new_parent_data.as_slice(), - ), - }, - ); - - let vertex = self.graph.vertices.get_mut(&hash).unwrap(); - vertex.parent = new_parent; - } - } - } - - self.graph.vertices.remove(sbc_hash); self.sbc_hashmap.remove(sbc_hash); } - fn insert_multi(&mut self, pairs: Vec<(u32, Vec)>) -> io::Result<()> { - for (key, value) in pairs { - self.sbc_hashmap.insert( - key.clone(), - Chunk::Simple { - data: value.clone(), - }, - ); - } - - self.graph = Graph::new(&self.sbc_hashmap); - self.encode(); - Ok(()) - } } -pub struct SBCScrubber; +pub struct SBCScrubber { + graph: Graph, +} impl Scrub for SBCScrubber -where - B: Database>, - for<'a> &'a mut B: IntoIterator)>, + where + B: Database>, + for<'a> &'a mut B: IntoIterator)>, { fn scrub<'a>( &mut self, database: &mut B, - sbc_map: &mut Box>>, + target_map: &mut Box>>, ) -> ScrubMeasurements - where - Hash: 'a, + where + Hash: 'a, { let mut pairs = Vec::new(); @@ -124,8 +62,56 @@ where } } - let _ = sbc_map.insert_multi(pairs); + + + let modified_clusters = self.graph.update_graph_based_on_the_kraskal_algorithm(pairs); + self.graph.set_leaders_in_clusters(target_map, modified_clusters.values()); + encode_map(&mut self.graph, target_map, &modified_clusters); + ScrubMeasurements::default() } + } + + +pub fn get_data_chunk(chunk : SBCChunk, target_map : &Box>) -> Vec { + match chunk { + SBCChunk::Simple { data } => { data } + SBCChunk::Delta { parent_hash, delta_code } => { + let mut data = get_data_chunk(target_map.get(&parent_hash).unwrap(), target_map); + for delta_action in delta_code { + let (action, index, byte_value) = delta_action.get(); + match action { + Action::Del => { + data.remove(index); + } + Action::Add => data.insert(index + 1, byte_value), + Action::Rep => data[index] = byte_value, + } + } + data + } + } +} + + +fn encode_map(graph : &mut Graph, target_map : &mut Box>, clusters : &HashMap>) { + for (hash_parent_cluster, cluster) in clusters.iter() { + let parent_hash = graph.find_set(*hash_parent_cluster); + let parent_chunk_data = get_data_chunk(target_map.get(&parent_hash).unwrap(), target_map); + let parent_chunk = SBCChunk::Simple { data : parent_chunk_data.clone() }; + let _ = target_map.insert(parent_hash, parent_chunk); + + for hash in cluster { + if *hash == parent_hash { continue; } + let chunk_data = get_data_chunk(target_map.get(hash).unwrap(), target_map); + let chunk = SBCChunk::Delta { + parent_hash, + delta_code: + levenshtein_functions::encode(chunk_data.as_slice(), parent_chunk_data.as_slice()) + }; + let _ = target_map.insert(*hash, chunk); + } + } +} \ No newline at end of file diff --git a/src/graph.rs b/src/graph.rs index 982756f..2a50326 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,12 +1,19 @@ use crate::levenshtein_functions::levenshtein_distance; -use crate::{match_chunk, Chunk}; +use crate::SBCChunk; use std::collections::HashMap; +use chunkfs::Database; + const MAX_WEIGHT_EDGE: u32 = 1 << 8; pub struct Vertex { pub(crate) parent: u32, rank: u32, } +impl Vertex { + pub fn new(key : u32) -> Vertex { + Vertex { parent : key, rank : 1 } + } +} struct Edge { weight: u32, @@ -14,119 +21,18 @@ struct Edge { hash_chunk_2: u32, } + pub struct Graph { pub(crate) vertices: HashMap, } -pub fn find_leader_chunk_in_cluster(chunks_hashmap: &HashMap, cluster: &[u32]) -> u32 { - let mut leader_hash = 0; - let mut min_sum_dist = u32::MAX; - - for chunk_hash_1 in cluster.iter() { - let mut sum_dist_for_chunk = 0u32; - - let chunk_data_1 = match_chunk(chunks_hashmap, chunk_hash_1); - - for chunk_hash_2 in cluster.iter() { - let chunk_data_2 = match_chunk(chunks_hashmap, chunk_hash_2); - - sum_dist_for_chunk += - levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); - } - - if sum_dist_for_chunk < min_sum_dist { - leader_hash = *chunk_hash_1; - min_sum_dist = sum_dist_for_chunk - } - } - leader_hash -} - -fn create_edges(chunks_hashmap: &HashMap) -> Vec { - let mut graph_edges: Vec = Vec::new(); - - for hash_1 in chunks_hashmap.keys() { - for hash_2 in hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) - ..=hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) - { - if !chunks_hashmap.contains_key(&hash_2) { - continue; - } - let dist = std::cmp::max(hash_2, *hash_1) - std::cmp::min(hash_2, *hash_1); - - graph_edges.push(Edge { - weight: dist, - hash_chunk_1: *hash_1, - hash_chunk_2: hash_2, - }) - } - } - - graph_edges.sort_by(|a, b| a.weight.cmp(&b.weight)); - graph_edges -} - impl Graph { - pub(crate) fn new(chunks_hashmap: &HashMap) -> Graph { - let mut vertices = HashMap::new(); - - for chunk_hash in chunks_hashmap.keys() { - vertices.insert( - *chunk_hash, - Vertex { - parent: *chunk_hash, - rank: 1, - }, - ); + pub(crate) fn new() -> Graph { + Graph { + vertices : HashMap::new(), } - - let mut graph = Graph { vertices }; - let edges = create_edges(chunks_hashmap); - graph.create_graph_based_on_the_kraskal_algorithm(edges); - - graph.set_leaders_in_clusters(chunks_hashmap); - graph } - #[allow(dead_code)] - pub(crate) fn add_vertex(&mut self, hash: u32) { - let mut edge = Edge { - weight: u32::MAX, - hash_chunk_1: hash, - hash_chunk_2: 0, - }; - - for other_hash in hash - std::cmp::min(MAX_WEIGHT_EDGE, hash) - ..=hash + std::cmp::min(MAX_WEIGHT_EDGE, u32::MAX - hash) - { - if self.vertices.contains_key(&other_hash) { - let leader_for_other_chunk = self.vertices.get(&other_hash).unwrap().parent; - let dist = (leader_for_other_chunk as i64 - hash as i64).unsigned_abs() as u32; - if dist < edge.weight { - edge.weight = dist; - edge.hash_chunk_2 = leader_for_other_chunk; - } - } - } - - if edge.weight <= MAX_WEIGHT_EDGE { - self.vertices.insert( - hash, - Vertex { - parent: edge.hash_chunk_2, - rank: 1, - }, - ); - } else { - self.vertices.insert( - hash, - Vertex { - parent: hash, - rank: 1, - }, - ); - } - } fn union_set(&mut self, hash_set_1: u32, hash_set_2: u32) { let hash_vertex_1 = self.vertices.get_key_value(&hash_set_1).unwrap(); @@ -168,7 +74,7 @@ impl Graph { } } - fn find_set(&mut self, hash_set: u32) -> u32 { + pub fn find_set(&mut self, hash_set: u32) -> u32 { let parent = self.vertices.get(&hash_set).unwrap().parent; let rank = self.vertices.get(&hash_set).unwrap().rank; @@ -180,7 +86,9 @@ impl Graph { hash_set } - fn create_graph_based_on_the_kraskal_algorithm(&mut self, edges: Vec) { + pub fn update_graph_based_on_the_kraskal_algorithm(&mut self, pairs : Vec<(u32, Vec)>) -> HashMap>{ + self.add_vertices(pairs.as_slice()); + let edges = self.create_edges(pairs.as_slice()); for edge in edges { let hash_set_1 = self.find_set(edge.hash_chunk_1); let hash_set_2 = self.find_set(edge.hash_chunk_2); @@ -188,33 +96,86 @@ impl Graph { self.union_set(hash_set_1, hash_set_2); } } - } - // change leader to parent? - pub fn set_leaders_in_clusters(&mut self, chunks_hashmap: &HashMap) { let mut clusters = HashMap::new(); - - let mut vector_keys = Vec::new(); - for key in self.vertices.keys() { - vector_keys.push(*key); + for (hash, _) in pairs { + let leader = self.find_set(*hash); + clusters.entry(leader).or_insert(Vec::new()); + } + for hash in self.vertices.keys() { + let leader = self.find_set(*hash); + if self.vertices.contains_key(&leader) { + clusters.get_mut(&leader).unwrap().push(*hash); + } } + clusters + } + - for hash in vector_keys { - let leader = self.find_set(hash); - let cluster = clusters.entry(leader).or_insert(Vec::new()); - cluster.push(hash); + fn add_vertices(&mut self, pairs : &[(u32, Vec)]) { + for (key, _) in pairs { + self.vertices.insert(*key, Vertex::new(*key)); } + } + + fn create_edges(&mut self, pairs : &[(u32, Vec)]) -> Vec{ + let mut edges = Vec::new(); + for (hash_1, _) in pairs { + let mut min_dist = u32::MAX; + let mut hash_2 = 0; + for other_hash in *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) + ..=*hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) + { + if !self.vertices.contains_key(&hash_2) { + continue; + } + let dist = std::cmp::max(hash_2, *hash_1) - std::cmp::min(hash_2, *hash_1); + if dist < min_dist { + min_dist = dist; + hash_2 = other_hash; + } - for cluster in clusters.values() { - if cluster.is_empty() { - continue; } + edges.push(Edge { + weight: min_dist, + hash_chunk_1: *hash_1, + hash_chunk_2: hash_2, + }) + } + edges + } - let leader_hash = find_leader_chunk_in_cluster(chunks_hashmap, cluster.as_slice()); - for chunk_index in cluster { - self.vertices.get_mut(chunk_index).unwrap().parent = leader_hash; + pub fn set_leaders_in_clusters(&mut self, target_map: &mut Box>, clusters : &HashMap>) { + for (parent_hash_past, cluster) in clusters { + let parent_hash = find_parent_hash_in_cluster(target_map, cluster.as_slice()); + self.vertices.get_mut(&parent_hash).unwrap().rank = self.vertices.get(parent_hash_past).unwrap().rank; + for hash in cluster.iter() { + self.vertices.get_mut(hash).unwrap().parent = parent_hash } } } + } +fn find_parent_hash_in_cluster(target_map: &Box>, cluster: &[u32]) -> u32 { + let mut leader_hash = 0; + let mut min_sum_dist = u32::MAX; + + for chunk_hash_1 in cluster.iter() { + let mut sum_dist_for_chunk = 0u32; + let chunk_data_1 = crate::chunkfs_sbc::get_data_chunk(target_map.get(chunk_hash_1).unwrap(), target_map); + + for chunk_hash_2 in cluster.iter() { + let chunk_data_2 = crate::chunkfs_sbc::get_data_chunk(target_map.get(chunk_hash_2).unwrap(), target_map); + + sum_dist_for_chunk += + levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); + } + + if sum_dist_for_chunk < min_sum_dist { + leader_hash = *chunk_hash_1; + min_sum_dist = sum_dist_for_chunk + } + } + leader_hash +} \ No newline at end of file diff --git a/src/lib.rs b/src/lib.rs index a6b954a..8169f1c 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -13,8 +13,8 @@ pub fn hashmap_size(sbc_map: &SBCMap) -> usize { let mut size = 0; for (_, chunk) in sbc_map.sbc_hashmap.iter() { match chunk { - Chunk::Simple { data } => size += data.len(), - Chunk::Delta { + SBCChunk::Simple { data } => size += data.len(), + SBCChunk::Delta { parent_hash: hash, delta_code, } => size += size_of_val(hash) + delta_code.len() * size_of_val(&delta_code[0]), @@ -23,7 +23,7 @@ pub fn hashmap_size(sbc_map: &SBCMap) -> usize { size } -pub enum Chunk { +pub enum SBCChunk { Simple { data: Vec, }, @@ -33,80 +33,15 @@ pub enum Chunk { }, } -pub fn match_chunk(sbc_hashmap: &HashMap, hash: &u32) -> Vec { - let chunk = sbc_hashmap.get(hash).unwrap(); - match chunk { - Chunk::Simple { data } => data.clone(), - Chunk::Delta { - parent_hash: hash, - delta_code, - } => { - let mut chunk_data = match_chunk(sbc_hashmap, hash); - for delta_action in delta_code { - let (action, index, byte_value) = delta_action.get(); - match action { - Action::Del => { - chunk_data.remove(index); - } - Action::Add => chunk_data.insert(index + 1, byte_value), - Action::Rep => chunk_data[index] = byte_value, - } - } - chunk_data - } - } -} - #[allow(dead_code)] pub struct SBCMap { - sbc_hashmap: HashMap, - graph: Graph, + sbc_hashmap: HashMap, } impl SBCMap { pub fn new(sbc_vec: Vec<(u32, Vec)>) -> SBCMap { - let mut chunks_hashmap = HashMap::new(); - - for (sbc_hash, chunk) in sbc_vec { - chunks_hashmap.insert(sbc_hash, Chunk::Simple { data: chunk }); - } - - let graph = Graph::new(&chunks_hashmap); - SBCMap { - sbc_hashmap: chunks_hashmap, - graph, - } - } - - pub fn encode(&mut self) { - for (hash, vertex) in &self.graph.vertices { - match self.sbc_hashmap.get(&vertex.parent).unwrap() { - Chunk::Simple { .. } => {} - Chunk::Delta { .. } => { - self.sbc_hashmap.insert( - vertex.parent, - Chunk::Simple { - data: match_chunk(&self.sbc_hashmap, &vertex.parent), - }, - ); - } - } - if *hash != vertex.parent { - let chunk_data_parent = match_chunk(&self.sbc_hashmap, &vertex.parent); - let chunk_data = match_chunk(&self.sbc_hashmap, hash); - - self.sbc_hashmap.insert( - *hash, - Chunk::Delta { - parent_hash: vertex.parent, - delta_code: levenshtein_functions::encode( - chunk_data.as_slice(), - chunk_data_parent.as_slice(), - ), - }, - ); - } + sbc_hashmap: HashMap::new(), } } } @@ -114,7 +49,7 @@ impl SBCMap { #[cfg(test)] mod tests { use crate::hash_function::hash; - use crate::{Chunk, SBCMap}; + use crate::{SBCChunk, SBCMap}; use fastcdc::v2016::FastCDC; use std::fs; use std::fs::File; @@ -153,8 +88,8 @@ mod tests { let mut count_simple_chunk = 0; for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { match chunk { - Chunk::Simple { .. } => count_simple_chunk += 1, - Chunk::Delta { .. } => {} + SBCChunk::Simple { .. } => count_simple_chunk += 1, + SBCChunk::Delta { .. } => {} } } assert!(count_simple_chunk > 0) @@ -167,10 +102,10 @@ mod tests { let mut count_delta_chunk = 0; for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { match chunk { - Chunk::Simple { .. } => {} - Chunk::Delta { .. } => count_delta_chunk += 1, + SBCChunk::Simple { .. } => {} + SBCChunk::Delta { .. } => count_delta_chunk += 1, } } assert!(count_delta_chunk > 0) } -} +} \ No newline at end of file From 12347eabc88d4382757fa64d1e089bebbf003ecc Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 27 May 2024 18:10:46 +0300 Subject: [PATCH 042/132] transferring delta_chunk to scrubber --- runner/src/main.rs | 6 +- src/chunkfs_sbc.rs | 199 ++++++++++++++++++++++++++++++--------------- src/graph.rs | 82 ++++++------------- src/lib.rs | 95 +--------------------- 4 files changed, 164 insertions(+), 218 deletions(-) diff --git a/runner/src/main.rs b/runner/src/main.rs index 8e9cdb7..51eeb12 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -1,5 +1,5 @@ extern crate sbc_algorithm; -use sbc_algorithm::{hash, hashmap_size, SBCMap}; +use sbc_algorithm::{hash, SBCMap}; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; @@ -22,9 +22,7 @@ pub fn main() -> Result<(), std::io::Error> { cdc_vec.push((hash(bytes.as_slice()), bytes)); } - let mut sbc_map = SBCMap::new(cdc_vec.clone()); - sbc_map.encode(); - println!("size after chunking: {}", hashmap_size(&sbc_map)); + let _sbc_map = SBCMap::new(); Ok(()) } diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 0001591..9a7af7d 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,117 +1,184 @@ -use std::collections::HashMap; -use crate::graph::{Graph}; -use crate::{hash_function, levenshtein_functions, SBCChunk, SBCMap}; +use crate::graph::Graph; +use crate::levenshtein_functions::{levenshtein_distance, Action, DeltaAction}; +use crate::{hash_function, levenshtein_functions, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; +use std::collections::HashMap; use std::io; -use crate::levenshtein_functions::{Action}; -impl Database for SBCMap { - fn insert(&mut self, sbc_hash: u32, chunk: SBCChunk) -> io::Result<()> { - self.sbc_hashmap.insert(sbc_hash, chunk); +impl Database> for SBCMap { + fn insert(&mut self, sbc_hash: u32, data: Vec) -> io::Result<()> { + self.sbc_hashmap.insert(sbc_hash, data); Ok(()) } - fn get(&self, sbc_hash: &u32) -> io::Result { - let mut chunk : SBCChunk; - match self.sbc_hashmap.get(sbc_hash).unwrap() { - SBCChunk::Simple { data } => {chunk = SBCChunk::Simple{ data : data.clone() }} - SBCChunk::Delta { parent_hash, delta_code } => { - chunk = SBCChunk::Delta{ - parent_hash : *parent_hash, - delta_code : (*delta_code).clone() - }} - } - Ok(chunk) - + fn get(&self, sbc_hash: &u32) -> io::Result<&Vec> { + Ok(self.sbc_hashmap.get(sbc_hash).unwrap()) } fn remove(&mut self, sbc_hash: &u32) { self.sbc_hashmap.remove(sbc_hash); } + fn contains(&self, key: &u32) -> bool { + self.sbc_hashmap.contains_key(key) + } } pub struct SBCScrubber { graph: Graph, + delta_codes_hashmap: HashMap)>, } impl Scrub for SBCScrubber - where - B: Database>, - for<'a> &'a mut B: IntoIterator)>, +where + B: Database>, + for<'a> &'a mut B: IntoIterator)>, { fn scrub<'a>( &mut self, database: &mut B, target_map: &mut Box>>, - ) -> ScrubMeasurements - where - Hash: 'a, + ) -> io::Result + where + Hash: 'a, { - let mut pairs = Vec::new(); + let mut keys = Vec::new(); for (_, data_container) in database { let chunk = data_container.extract(); match chunk { Data::Chunk(data) => { let sbc_hash = hash_function::hash(data.as_slice()); - pairs.push((sbc_hash, data.clone())); + let _ = target_map.insert(sbc_hash, data.clone()); + keys.push(sbc_hash); data_container.make_target(vec![sbc_hash]); } Data::TargetChunk(_) => {} } } + let modified_clusters = self + .graph + .update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); + self.set_parents_in_clusters(target_map, &modified_clusters); + self.encode_map(target_map, &modified_clusters); + Ok(ScrubMeasurements::default()) + } +} - let modified_clusters = self.graph.update_graph_based_on_the_kraskal_algorithm(pairs); - self.graph.set_leaders_in_clusters(target_map, modified_clusters.values()); - encode_map(&mut self.graph, target_map, &modified_clusters); - - - ScrubMeasurements::default() +impl SBCScrubber { + pub fn set_parents_in_clusters( + &mut self, + target_map: &mut Box>>, + clusters: &HashMap>, + ) { + for (parent_hash_past, cluster) in clusters { + let parent_key = self.find_parent_key_in_cluster(target_map, cluster.as_slice()); + self.graph.vertices.get_mut(&parent_key).unwrap().rank = + self.graph.vertices.get(parent_hash_past).unwrap().rank; + for hash in cluster.iter() { + self.graph.vertices.get_mut(hash).unwrap().parent = parent_key + } + } } -} + fn find_parent_key_in_cluster( + &mut self, + target_map: &mut Box>>, + cluster: &[u32], + ) -> u32 { + let mut leader_hash = cluster[0]; + let mut min_sum_dist = u32::MAX; + + for chunk_hash_1 in cluster.iter() { + let mut sum_dist_for_chunk = 0u32; + let chunk_data_1 = self.get_data_chunk(chunk_hash_1, target_map); + + for chunk_hash_2 in cluster.iter() { + if *chunk_hash_1 == *chunk_hash_2 { + continue; + } + let chunk_data_2 = self.get_data_chunk(chunk_hash_2, target_map); + sum_dist_for_chunk += + levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); + } -pub fn get_data_chunk(chunk : SBCChunk, target_map : &Box>) -> Vec { - match chunk { - SBCChunk::Simple { data } => { data } - SBCChunk::Delta { parent_hash, delta_code } => { - let mut data = get_data_chunk(target_map.get(&parent_hash).unwrap(), target_map); - for delta_action in delta_code { - let (action, index, byte_value) = delta_action.get(); - match action { - Action::Del => { - data.remove(index); - } - Action::Add => data.insert(index + 1, byte_value), - Action::Rep => data[index] = byte_value, + if sum_dist_for_chunk < min_sum_dist { + leader_hash = *chunk_hash_1; + min_sum_dist = sum_dist_for_chunk + } + } + leader_hash + } + + pub fn get_delta_chunk( + &mut self, + key: &u32, + target_map: &Box>>, + ) -> Vec { + let parent_key = self.delta_codes_hashmap.get(key).unwrap().0; + let mut data = target_map.get(&parent_key).unwrap().clone(); + + for delta_action in &self.delta_codes_hashmap.get(key).unwrap().1 { + let (action, index, byte_value) = delta_action.get(); + match action { + Action::Del => { + data.remove(index); } + Action::Add => data.insert(index + 1, byte_value), + Action::Rep => data[index] = byte_value, } - data + } + data + } + + fn get_data_chunk( + &mut self, + key: &u32, + target_map: &Box>>, + ) -> Vec { + if target_map.contains(key) { + target_map.get(key).unwrap().clone() + } else { + self.get_delta_chunk(key, target_map) } } -} + fn encode_map( + &mut self, + target_map: &mut Box>>, + clusters: &HashMap>, + ) { + for (past_parent_key, cluster) in clusters.iter() { + let parent_key = self.graph.find_set(*past_parent_key); + let parent_chunk_data = self.get_data_chunk(&parent_key, target_map); + + let _ = target_map.insert(parent_key, parent_chunk_data.clone()); + + for key in cluster { + let delta_chunk = self.delta_codes_hashmap.get(key).unwrap(); + if delta_chunk.0 == parent_key { + continue; + } -fn encode_map(graph : &mut Graph, target_map : &mut Box>, clusters : &HashMap>) { - for (hash_parent_cluster, cluster) in clusters.iter() { - let parent_hash = graph.find_set(*hash_parent_cluster); - let parent_chunk_data = get_data_chunk(target_map.get(&parent_hash).unwrap(), target_map); - let parent_chunk = SBCChunk::Simple { data : parent_chunk_data.clone() }; - let _ = target_map.insert(parent_hash, parent_chunk); - - for hash in cluster { - if *hash == parent_hash { continue; } - let chunk_data = get_data_chunk(target_map.get(hash).unwrap(), target_map); - let chunk = SBCChunk::Delta { - parent_hash, - delta_code: - levenshtein_functions::encode(chunk_data.as_slice(), parent_chunk_data.as_slice()) - }; - let _ = target_map.insert(*hash, chunk); + let chunk_data = self.get_data_chunk(key, target_map); + self.delta_codes_hashmap.insert( + *key, + ( + parent_key, + levenshtein_functions::encode( + chunk_data.as_slice(), + parent_chunk_data.as_slice(), + ), + ), + ); + + if target_map.contains(key) { + target_map.remove(key); + } + } } } -} \ No newline at end of file +} diff --git a/src/graph.rs b/src/graph.rs index 2a50326..9f0c3ef 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,39 +1,39 @@ -use crate::levenshtein_functions::levenshtein_distance; -use crate::SBCChunk; use std::collections::HashMap; -use chunkfs::Database; const MAX_WEIGHT_EDGE: u32 = 1 << 8; pub struct Vertex { pub(crate) parent: u32, - rank: u32, + pub(crate) rank: u32, } impl Vertex { - pub fn new(key : u32) -> Vertex { - Vertex { parent : key, rank : 1 } + pub fn new(key: u32) -> Vertex { + Vertex { + parent: key, + rank: 1, + } } } +#[allow(dead_code)] struct Edge { weight: u32, hash_chunk_1: u32, hash_chunk_2: u32, } - pub struct Graph { pub(crate) vertices: HashMap, } impl Graph { + #[allow(dead_code)] pub(crate) fn new() -> Graph { Graph { - vertices : HashMap::new(), + vertices: HashMap::new(), } } - fn union_set(&mut self, hash_set_1: u32, hash_set_2: u32) { let hash_vertex_1 = self.vertices.get_key_value(&hash_set_1).unwrap(); let hash_vertex_2 = self.vertices.get_key_value(&hash_set_2).unwrap(); @@ -86,9 +86,12 @@ impl Graph { hash_set } - pub fn update_graph_based_on_the_kraskal_algorithm(&mut self, pairs : Vec<(u32, Vec)>) -> HashMap>{ - self.add_vertices(pairs.as_slice()); - let edges = self.create_edges(pairs.as_slice()); + pub fn update_graph_based_on_the_kraskal_algorithm( + &mut self, + keys: &[u32], + ) -> HashMap> { + self.add_vertices(keys); + let edges = self.create_edges(keys); for edge in edges { let hash_set_1 = self.find_set(edge.hash_chunk_1); let hash_set_2 = self.find_set(edge.hash_chunk_2); @@ -98,11 +101,16 @@ impl Graph { } let mut clusters = HashMap::new(); - for (hash, _) in pairs { - let leader = self.find_set(*hash); + for key in keys { + let leader = self.find_set(*key); clusters.entry(leader).or_insert(Vec::new()); } - for hash in self.vertices.keys() { + let mut graph_keys = Vec::new(); + for key in self.vertices.keys() { + graph_keys.push(*key); + } + + for hash in graph_keys.iter() { let leader = self.find_set(*hash); if self.vertices.contains_key(&leader) { clusters.get_mut(&leader).unwrap().push(*hash); @@ -111,16 +119,15 @@ impl Graph { clusters } - - fn add_vertices(&mut self, pairs : &[(u32, Vec)]) { - for (key, _) in pairs { + fn add_vertices(&mut self, keys: &[u32]) { + for key in keys { self.vertices.insert(*key, Vertex::new(*key)); } } - fn create_edges(&mut self, pairs : &[(u32, Vec)]) -> Vec{ + fn create_edges(&mut self, keys: &[u32]) -> Vec { let mut edges = Vec::new(); - for (hash_1, _) in pairs { + for hash_1 in keys { let mut min_dist = u32::MAX; let mut hash_2 = 0; for other_hash in *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) @@ -134,7 +141,6 @@ impl Graph { min_dist = dist; hash_2 = other_hash; } - } edges.push(Edge { weight: min_dist, @@ -144,38 +150,4 @@ impl Graph { } edges } - - - pub fn set_leaders_in_clusters(&mut self, target_map: &mut Box>, clusters : &HashMap>) { - for (parent_hash_past, cluster) in clusters { - let parent_hash = find_parent_hash_in_cluster(target_map, cluster.as_slice()); - self.vertices.get_mut(&parent_hash).unwrap().rank = self.vertices.get(parent_hash_past).unwrap().rank; - for hash in cluster.iter() { - self.vertices.get_mut(hash).unwrap().parent = parent_hash - } - } - } - } -fn find_parent_hash_in_cluster(target_map: &Box>, cluster: &[u32]) -> u32 { - let mut leader_hash = 0; - let mut min_sum_dist = u32::MAX; - - for chunk_hash_1 in cluster.iter() { - let mut sum_dist_for_chunk = 0u32; - let chunk_data_1 = crate::chunkfs_sbc::get_data_chunk(target_map.get(chunk_hash_1).unwrap(), target_map); - - for chunk_hash_2 in cluster.iter() { - let chunk_data_2 = crate::chunkfs_sbc::get_data_chunk(target_map.get(chunk_hash_2).unwrap(), target_map); - - sum_dist_for_chunk += - levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); - } - - if sum_dist_for_chunk < min_sum_dist { - leader_hash = *chunk_hash_1; - min_sum_dist = sum_dist_for_chunk - } - } - leader_hash -} \ No newline at end of file diff --git a/src/lib.rs b/src/lib.rs index 8169f1c..30bb280 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -1,111 +1,20 @@ -use graph::Graph; pub use hash_function::hash; -use levenshtein_functions::{Action, DeltaAction}; use std::collections::HashMap; -use std::mem::size_of_val; mod chunkfs_sbc; mod graph; mod hash_function; mod levenshtein_functions; -pub fn hashmap_size(sbc_map: &SBCMap) -> usize { - let mut size = 0; - for (_, chunk) in sbc_map.sbc_hashmap.iter() { - match chunk { - SBCChunk::Simple { data } => size += data.len(), - SBCChunk::Delta { - parent_hash: hash, - delta_code, - } => size += size_of_val(hash) + delta_code.len() * size_of_val(&delta_code[0]), - } - } - size -} - -pub enum SBCChunk { - Simple { - data: Vec, - }, - Delta { - parent_hash: u32, - delta_code: Vec, - }, -} - #[allow(dead_code)] pub struct SBCMap { - sbc_hashmap: HashMap, + sbc_hashmap: HashMap>, } impl SBCMap { - pub fn new(sbc_vec: Vec<(u32, Vec)>) -> SBCMap { + pub fn new() -> SBCMap { SBCMap { sbc_hashmap: HashMap::new(), } } } - -#[cfg(test)] -mod tests { - use crate::hash_function::hash; - use crate::{SBCChunk, SBCMap}; - use fastcdc::v2016::FastCDC; - use std::fs; - use std::fs::File; - use std::io::{BufReader, Read}; - - fn create_sbc_vec(input: File, chunks: FastCDC) -> Vec<(u32, Vec)> { - let mut sbc_vec = Vec::new(); - let mut buffer = BufReader::new(input); - - for chunk in chunks { - let length = chunk.length; - let mut bytes = vec![0; length]; - buffer.read_exact(&mut bytes).expect("buffer crash"); - - let sbc_hash = hash(bytes.as_slice()); - sbc_vec.push((sbc_hash, bytes)); - } - sbc_vec - } - - fn crate_sbc_map(path: &str) -> SBCMap { - let contents = fs::read(path).unwrap(); - let chunks = FastCDC::new(&contents, 1000, 2000, 65536); - let input = File::open(path).expect("File not open"); - - let sbc_vec = create_sbc_vec(input, chunks); - let mut sbc_map = SBCMap::new(sbc_vec); - sbc_map.encode(); - sbc_map - } - - #[test] - fn checking_for_simple_chunks() { - let path = "runner/files/test1.txt"; - let sbc_map = crate_sbc_map(path); - let mut count_simple_chunk = 0; - for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { - match chunk { - SBCChunk::Simple { .. } => count_simple_chunk += 1, - SBCChunk::Delta { .. } => {} - } - } - assert!(count_simple_chunk > 0) - } - - #[test] - fn checking_for_delta_chunks() { - let path = "runner/files/test1.txt"; - let sbc_map = crate_sbc_map(path); - let mut count_delta_chunk = 0; - for (_sbc_hash, chunk) in sbc_map.sbc_hashmap { - match chunk { - SBCChunk::Simple { .. } => {} - SBCChunk::Delta { .. } => count_delta_chunk += 1, - } - } - assert!(count_delta_chunk > 0) - } -} \ No newline at end of file From e7ec703ae3c600c7f213e54adbbd8fe04a4e6107 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 6 Jun 2024 00:08:18 +0300 Subject: [PATCH 043/132] add enum to hash, return delta_chunks to SBCMap, refactored Scrubber, delta_chunk to Vec --- src/chunkfs_sbc.rs | 256 +++++++++++++++++------------------ src/graph.rs | 48 +++++++ src/levenshtein_functions.rs | 65 ++++----- src/lib.rs | 18 ++- 4 files changed, 216 insertions(+), 171 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 9a7af7d..c40a3ad 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,184 +1,182 @@ -use crate::graph::Graph; -use crate::levenshtein_functions::{levenshtein_distance, Action, DeltaAction}; -use crate::{hash_function, levenshtein_functions, SBCMap}; -use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; use std::collections::HashMap; +use crate::graph::{Graph}; +use crate::{ChunkType, hash_function, levenshtein_functions, SBCMap}; +use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; use std::io; - -impl Database> for SBCMap { - fn insert(&mut self, sbc_hash: u32, data: Vec) -> io::Result<()> { - self.sbc_hashmap.insert(sbc_hash, data); +use crate::levenshtein_functions::{Action}; +use crate::levenshtein_functions::Action::{Add, Del, Rep}; +use crate::{SBCHash}; +use std::time::{Instant}; + +impl Database> for SBCMap { + fn insert(&mut self, sbc_hash: SBCHash, chunk: Vec) -> io::Result<()> { + self.sbc_hashmap.insert(sbc_hash, chunk); Ok(()) } - fn get(&self, sbc_hash: &u32) -> io::Result<&Vec> { - Ok(self.sbc_hashmap.get(sbc_hash).unwrap()) + fn get(&self, sbc_hash: &SBCHash) -> io::Result> { + let sbc_value = self.sbc_hashmap.get(sbc_hash).unwrap(); + + let chunk = match sbc_hash.chunk_type { + ChunkType::Simple { } => { sbc_value.clone() } + ChunkType::Delta { } => { + let mut buf = [0u8; 4]; + buf.copy_from_slice(&sbc_value[..4]); + + let parent_hash = u32::from_be_bytes(buf); + let mut data = self.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap().clone(); + + let mut index = 4; + while index < sbc_value.len() { + buf.copy_from_slice(&sbc_value[index..index+4]); + let delta_action = u32::from_be_bytes(buf); + + let (action, index, byte_value) = get_delta_action(delta_action); + match action { + Del => { + data.remove(index); + } + Add => data.insert(index + 1, byte_value), + Rep => data[index] = byte_value, + } + } + index += 4; + data + } + }; + Ok(chunk) } - fn remove(&mut self, sbc_hash: &u32) { + fn remove(&mut self, sbc_hash: &SBCHash) { self.sbc_hashmap.remove(sbc_hash); } - fn contains(&self, key: &u32) -> bool { + fn contains(&self, key: &SBCHash) -> bool { self.sbc_hashmap.contains_key(key) } + } pub struct SBCScrubber { graph: Graph, - delta_codes_hashmap: HashMap)>, } -impl Scrub for SBCScrubber -where - B: Database>, - for<'a> &'a mut B: IntoIterator)>, +impl Scrub for SBCScrubber + where + B: Database>, + for<'a> &'a mut B: IntoIterator)>, { fn scrub<'a>( &mut self, database: &mut B, - target_map: &mut Box>>, + target_map: &mut Box>>, ) -> io::Result - where - Hash: 'a, + where + Hash: 'a, { + let time_start = Instant::now(); let mut keys = Vec::new(); - for (_, data_container) in database { + for (_, data_container) in database.into_iter() { let chunk = data_container.extract(); match chunk { Data::Chunk(data) => { let sbc_hash = hash_function::hash(data.as_slice()); - let _ = target_map.insert(sbc_hash, data.clone()); + let _ = target_map.insert(SBCHash {key : sbc_hash, chunk_type : ChunkType::Simple}, data.clone()); keys.push(sbc_hash); - data_container.make_target(vec![sbc_hash]); } Data::TargetChunk(_) => {} } } - let modified_clusters = self - .graph - .update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); - self.set_parents_in_clusters(target_map, &modified_clusters); - self.encode_map(target_map, &modified_clusters); - Ok(ScrubMeasurements::default()) - } -} + let mut processed_data = 0; + let mut data_left = 0; -impl SBCScrubber { - pub fn set_parents_in_clusters( - &mut self, - target_map: &mut Box>>, - clusters: &HashMap>, - ) { - for (parent_hash_past, cluster) in clusters { - let parent_key = self.find_parent_key_in_cluster(target_map, cluster.as_slice()); - self.graph.vertices.get_mut(&parent_key).unwrap().rank = - self.graph.vertices.get(parent_hash_past).unwrap().rank; - for hash in cluster.iter() { - self.graph.vertices.get_mut(hash).unwrap().parent = parent_key + let modified_clusters = self.graph.update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); + self.graph.set_parents_in_clusters(target_map, &modified_clusters); + let mut key_index = 0; + for (_, data_container) in database.into_iter() { + let chunk = data_container.extract(); + match chunk { + Data::Chunk(data) => { + if self.graph.vertices.get(&keys[key_index]).unwrap().parent == keys[key_index] { + data_left += data.len(); + data_container.make_target(vec![SBCHash { key : keys[key_index], chunk_type : ChunkType::Simple }]); + } else { + processed_data += data.len(); + data_container.make_target(vec![ SBCHash { key : keys[key_index], chunk_type : ChunkType::Delta }]) + } + } + Data::TargetChunk(_) => {} } + key_index += 1; } + + encode_map(&mut self.graph, target_map, &modified_clusters); + + let running_time = time_start.elapsed(); + Ok(ScrubMeasurements{ + processed_data, + running_time, + data_left, + }) } - fn find_parent_key_in_cluster( - &mut self, - target_map: &mut Box>>, - cluster: &[u32], - ) -> u32 { - let mut leader_hash = cluster[0]; - let mut min_sum_dist = u32::MAX; - - for chunk_hash_1 in cluster.iter() { - let mut sum_dist_for_chunk = 0u32; - let chunk_data_1 = self.get_data_chunk(chunk_hash_1, target_map); - - for chunk_hash_2 in cluster.iter() { - if *chunk_hash_1 == *chunk_hash_2 { - continue; - } +} - let chunk_data_2 = self.get_data_chunk(chunk_hash_2, target_map); - sum_dist_for_chunk += - levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); - } - if sum_dist_for_chunk < min_sum_dist { - leader_hash = *chunk_hash_1; - min_sum_dist = sum_dist_for_chunk - } - } - leader_hash - } - pub fn get_delta_chunk( - &mut self, - key: &u32, - target_map: &Box>>, - ) -> Vec { - let parent_key = self.delta_codes_hashmap.get(key).unwrap().0; - let mut data = target_map.get(&parent_key).unwrap().clone(); - - for delta_action in &self.delta_codes_hashmap.get(key).unwrap().1 { - let (action, index, byte_value) = delta_action.get(); - match action { - Action::Del => { - data.remove(index); - } - Action::Add => data.insert(index + 1, byte_value), - Action::Rep => data[index] = byte_value, - } - } - data - } +fn encode_map(graph : &mut Graph, target_map : &mut Box>>, clusters : &HashMap>) { + for (hash_parent_cluster, cluster) in clusters.iter() { + let parent_hash = graph.find_set(*hash_parent_cluster); + let mut parent_chunk_data = Vec::new(); - fn get_data_chunk( - &mut self, - key: &u32, - target_map: &Box>>, - ) -> Vec { - if target_map.contains(key) { - target_map.get(key).unwrap().clone() + if target_map.contains(&SBCHash { key : parent_hash, chunk_type : ChunkType::Delta}) { + parent_chunk_data = target_map.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Delta}).unwrap().clone(); + target_map.remove(&SBCHash { key : parent_hash, chunk_type : ChunkType::Delta}); + let _ = target_map.insert(SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}, parent_chunk_data.clone()); } else { - self.get_delta_chunk(key, target_map) + parent_chunk_data = target_map.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap().clone(); } - } - fn encode_map( - &mut self, - target_map: &mut Box>>, - clusters: &HashMap>, - ) { - for (past_parent_key, cluster) in clusters.iter() { - let parent_key = self.graph.find_set(*past_parent_key); - let parent_chunk_data = self.get_data_chunk(&parent_key, target_map); - - let _ = target_map.insert(parent_key, parent_chunk_data.clone()); - - for key in cluster { - let delta_chunk = self.delta_codes_hashmap.get(key).unwrap(); - if delta_chunk.0 == parent_key { - continue; - } + for hash in cluster { + if *hash == parent_hash { continue; } + let chunk_data = get_chunk_data(target_map, *hash); + let mut delta_chunk = Vec::new(); + for byte in parent_hash.to_be_bytes() { + delta_chunk.push(byte); + } - let chunk_data = self.get_data_chunk(key, target_map); - self.delta_codes_hashmap.insert( - *key, - ( - parent_key, - levenshtein_functions::encode( - chunk_data.as_slice(), - parent_chunk_data.as_slice(), - ), - ), - ); - - if target_map.contains(key) { - target_map.remove(key); + for delta_action in levenshtein_functions::encode(chunk_data.as_slice(), parent_chunk_data.as_slice()) { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); } } + if target_map.contains(&SBCHash { key : *hash, chunk_type : ChunkType::Simple }) { + target_map.remove(&SBCHash { key : *hash, chunk_type : ChunkType::Simple }); + } + let _ = target_map.insert(SBCHash { key : *hash, chunk_type : ChunkType::Delta }, delta_chunk); } } } + +fn get_delta_action(code : u32) -> (Action, usize, u8) { + let action = match code / (1 << 30) { + 0 => Rep, + 1 => Add, + 2 => Del, + _ => panic!(), + }; + let byte_value = code % (1 << 30) / (1 << 22); + let index = code % (1 << 22); + (action, index as usize, byte_value as u8) +} + +pub fn get_chunk_data(target_map : &mut Box>>, hash : u32) -> Vec { + if target_map.contains(&SBCHash{key : hash, chunk_type : ChunkType::Delta}) { + target_map.get(&SBCHash{key : hash, chunk_type : ChunkType::Delta}).unwrap() + } else { + target_map.get(&SBCHash{key : hash, chunk_type : ChunkType::Simple}).unwrap() + } +} \ No newline at end of file diff --git a/src/graph.rs b/src/graph.rs index 9f0c3ef..66c9330 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,4 +1,8 @@ use std::collections::HashMap; +use crate::SBCHash; +use crate::levenshtein_functions::levenshtein_distance; +use chunkfs::Database; +use crate::chunkfs_sbc::get_chunk_data; const MAX_WEIGHT_EDGE: u32 = 1 << 8; @@ -150,4 +154,48 @@ impl Graph { } edges } + + pub fn set_parents_in_clusters( + &mut self, + target_map: &mut Box>>, + clusters: &HashMap>, + ) { + for (parent_hash_past, cluster) in clusters { + let parent_key = find_parent_key_in_cluster(target_map, cluster.as_slice()); + self.vertices.get_mut(&parent_key).unwrap().rank = + self.vertices.get(parent_hash_past).unwrap().rank; + for hash in cluster.iter() { + self.vertices.get_mut(hash).unwrap().parent = parent_key + } + } + } } + +fn find_parent_key_in_cluster( + target_map: &mut Box>>, + cluster: &[u32], +) -> u32 { + let mut leader_hash = cluster[0]; + let mut min_sum_dist = u32::MAX; + + for chunk_hash_1 in cluster.iter() { + let mut sum_dist_for_chunk = 0u32; + let chunk_data_1 = get_chunk_data(target_map, *chunk_hash_1); + + for chunk_hash_2 in cluster.iter() { + if *chunk_hash_1 == *chunk_hash_2 { + continue; + } + + let chunk_data_2 = get_chunk_data(target_map, *chunk_hash_2); + sum_dist_for_chunk += + levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); + } + + if sum_dist_for_chunk < min_sum_dist { + leader_hash = *chunk_hash_1; + min_sum_dist = sum_dist_for_chunk + } + } + leader_hash +} \ No newline at end of file diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index d17391c..22ff4c9 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -6,59 +6,23 @@ pub(crate) enum Action { Add, Rep, } -pub struct DeltaAction { - code: u32, -} - -impl DeltaAction { - fn new(action: Action, index: usize, byte_value: u8) -> DeltaAction { - let mut code = 0u32; - match action { - Del => { - code += 1 << 31; - } - Add => { - code += 1 << 30; - } - Rep => {} - } - code += byte_value as u32 * (1 << 22); - if index >= (1 << 22) { - panic!() - } - code += index as u32; - DeltaAction { code } - } - pub(crate) fn get(&self) -> (Action, usize, u8) { - let action = match self.code / (1 << 30) { - 0 => Rep, - 1 => Add, - 2 => Del, - _ => panic!(), - }; - let byte_value = self.code % (1 << 30) / (1 << 22); - let index = self.code % (1 << 22); - (action, index as usize, byte_value as u8) - } -} - -pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { +pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { let matrix = levenshtein_matrix(data_chunk, data_chunk_parent); - let mut delta_code: Vec = Vec::new(); + let mut delta_code= Vec::new(); let mut x = data_chunk.len(); let mut y = data_chunk_parent.len(); while x > 0 && y > 0 { if (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { - delta_code.push(DeltaAction::new(Rep, y - 1, data_chunk[x - 1])); + delta_code.push(encode_delta_action(Rep, y - 1, data_chunk[x - 1])); x -= 1; y -= 1; } else if matrix[y - 1][x] < matrix[y][x] { - delta_code.push(DeltaAction::new(Del, y - 1, 0)); + delta_code.push(encode_delta_action(Del, y - 1, 0)); y -= 1; } else if matrix[y][x - 1] < matrix[y][x] { - delta_code.push(DeltaAction::new(Add, y - 1, data_chunk[x - 1])); + delta_code.push(encode_delta_action(Add, y - 1, data_chunk[x - 1])); x -= 1; } else { x -= 1; @@ -91,3 +55,22 @@ pub(crate) fn levenshtein_matrix(data_chunk: &[u8], data_chunk_parent: &[u8]) -> } levenshtein_matrix } + +fn encode_delta_action(action: Action, index: usize, byte_value: u8) -> u32 { + let mut code = 0u32; + match action { + Del => { + code += 1 << 31; + } + Add => { + code += 1 << 30; + } + Rep => {} + } + code += byte_value as u32 * (1 << 22); + if index >= (1 << 22) { + panic!() + } + code += index as u32; + code +} \ No newline at end of file diff --git a/src/lib.rs b/src/lib.rs index 30bb280..bd5cc71 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -6,9 +6,25 @@ mod graph; mod hash_function; mod levenshtein_functions; +#[derive(Hash, PartialEq, Eq, Clone)] +enum ChunkType { + Delta, + Simple, +} +impl Default for ChunkType { + fn default() -> Self { ChunkType::Simple } +} + +#[derive(Hash, PartialEq, Eq, Clone, Default)] +pub struct SBCHash { + key : u32, + chunk_type: ChunkType, +} + + #[allow(dead_code)] pub struct SBCMap { - sbc_hashmap: HashMap>, + sbc_hashmap: HashMap>, } impl SBCMap { From a1dabc01ee066b00374d291565fed4474dd52556 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 6 Jun 2024 00:17:10 +0300 Subject: [PATCH 044/132] fix get for delta_chunk --- src/chunkfs_sbc.rs | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index c40a3ad..7f2c83f 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -26,9 +26,9 @@ impl Database> for SBCMap { let parent_hash = u32::from_be_bytes(buf); let mut data = self.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap().clone(); - let mut index = 4; - while index < sbc_value.len() { - buf.copy_from_slice(&sbc_value[index..index+4]); + let mut byte_index = 4; + while byte_index < sbc_value.len() { + buf.copy_from_slice(&sbc_value[byte_index..byte_index+4]); let delta_action = u32::from_be_bytes(buf); let (action, index, byte_value) = get_delta_action(delta_action); @@ -39,8 +39,8 @@ impl Database> for SBCMap { Add => data.insert(index + 1, byte_value), Rep => data[index] = byte_value, } + byte_index += 4; } - index += 4; data } }; From b193cd90c32d215de348ef0b505e7c7fcb681b09 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 6 Jun 2024 03:11:57 +0300 Subject: [PATCH 045/132] add tests for scrubber, fix get in database for delta_chunk --- runner/Cargo.toml | 1 + src/chunkfs_sbc.rs | 157 +++++++++++++++++++++++++++++++++++++++++++-- src/graph.rs | 73 ++++----------------- tests/sbc_tests.rs | 74 --------------------- 4 files changed, 165 insertions(+), 140 deletions(-) diff --git a/runner/Cargo.toml b/runner/Cargo.toml index 565b1ab..7b53f6f 100644 --- a/runner/Cargo.toml +++ b/runner/Cargo.toml @@ -7,3 +7,4 @@ edition = "2021" [dependencies] sbc_algorithm = { path = "../." } fastcdc = "3.1.0" +chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support" } diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 7f2c83f..ab76b3b 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -3,7 +3,7 @@ use crate::graph::{Graph}; use crate::{ChunkType, hash_function, levenshtein_functions, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; use std::io; -use crate::levenshtein_functions::{Action}; +use crate::levenshtein_functions::{Action, levenshtein_distance}; use crate::levenshtein_functions::Action::{Add, Del, Rep}; use crate::{SBCHash}; use std::time::{Instant}; @@ -24,7 +24,11 @@ impl Database> for SBCMap { buf.copy_from_slice(&sbc_value[..4]); let parent_hash = u32::from_be_bytes(buf); - let mut data = self.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap().clone(); + let mut data = if self.contains(&SBCHash{key : parent_hash, chunk_type : ChunkType::Delta}) { + self.get(&SBCHash{key : parent_hash, chunk_type : ChunkType::Delta}).unwrap() + } else { + self.get(&SBCHash{key : parent_hash, chunk_type : ChunkType::Simple}).unwrap() + }; let mut byte_index = 4; while byte_index < sbc_value.len() { @@ -94,7 +98,8 @@ impl Scrub for SBCScrubber let mut data_left = 0; let modified_clusters = self.graph.update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); - self.graph.set_parents_in_clusters(target_map, &modified_clusters); + encode_map(&mut self.graph, target_map, &modified_clusters); + let mut key_index = 0; for (_, data_container) in database.into_iter() { let chunk = data_container.extract(); @@ -113,8 +118,6 @@ impl Scrub for SBCScrubber key_index += 1; } - encode_map(&mut self.graph, target_map, &modified_clusters); - let running_time = time_start.elapsed(); Ok(ScrubMeasurements{ processed_data, @@ -129,7 +132,14 @@ impl Scrub for SBCScrubber fn encode_map(graph : &mut Graph, target_map : &mut Box>>, clusters : &HashMap>) { for (hash_parent_cluster, cluster) in clusters.iter() { - let parent_hash = graph.find_set(*hash_parent_cluster); + let parent_hash = find_parent_key_in_cluster(target_map, cluster.as_slice()); + graph.vertices.get_mut(&parent_hash).unwrap().rank = + graph.vertices.get(&hash_parent_cluster).unwrap().rank; + + for hash in cluster { + graph.vertices.get_mut(hash).unwrap().parent = parent_hash + } + let mut parent_chunk_data = Vec::new(); if target_map.contains(&SBCHash { key : parent_hash, chunk_type : ChunkType::Delta}) { @@ -173,10 +183,143 @@ fn get_delta_action(code : u32) -> (Action, usize, u8) { (action, index as usize, byte_value as u8) } -pub fn get_chunk_data(target_map : &mut Box>>, hash : u32) -> Vec { +pub fn get_chunk_data(target_map : &Box>>, hash : u32) -> Vec { if target_map.contains(&SBCHash{key : hash, chunk_type : ChunkType::Delta}) { target_map.get(&SBCHash{key : hash, chunk_type : ChunkType::Delta}).unwrap() } else { target_map.get(&SBCHash{key : hash, chunk_type : ChunkType::Simple}).unwrap() } +} + +fn find_parent_key_in_cluster( + target_map: &Box>>, + cluster: &[u32], +) -> u32 { + let mut leader_hash = cluster[0]; + let mut min_sum_dist = u32::MAX; + + for chunk_hash_1 in cluster.iter() { + let mut sum_dist_for_chunk = 0u32; + let chunk_data_1 = get_chunk_data(target_map, *chunk_hash_1); + + for chunk_hash_2 in cluster.iter() { + if *chunk_hash_1 == *chunk_hash_2 { + continue; + } + + let chunk_data_2 = get_chunk_data(target_map, *chunk_hash_2); + sum_dist_for_chunk += + levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); + } + + if sum_dist_for_chunk < min_sum_dist { + leader_hash = *chunk_hash_1; + min_sum_dist = sum_dist_for_chunk + } + } + leader_hash +} + + +#[cfg(test)] +mod test { + use std::collections::HashMap; + use std::fs; + use std::fs::File; + use std::io::{BufReader, Read}; + use std::time::Instant; + use chunkfs::{Database, ScrubMeasurements}; + use fastcdc::v2016::FastCDC; + use crate::{ChunkType, hash, SBCHash, SBCMap}; + use crate::chunkfs_sbc::{encode_map, get_chunk_data}; + use crate::graph::Graph; + use crate::levenshtein_functions::encode; + + const PATH: &str = "runner/files/test1.txt"; + + #[test] + fn test_data_recovery() -> Result<(), std::io::Error> { + let contents = fs::read(PATH).unwrap(); + let chunks = FastCDC::new(&contents, 1000, 2000, 65536); + + let input = File::open(PATH)?; + let mut buffer = BufReader::new(input); + + + let mut keys = Vec::new(); + let mut datas = HashMap::new(); + let mut target_map : Box>> = Box::new(SBCMap::new()); + let mut graph = Graph::new(); + let time_start = Instant::now(); + + for chunk in chunks { + let length = chunk.length; + let mut bytes = vec![0; length]; + buffer.read_exact(&mut bytes)?; + + let sbc_hash = hash(bytes.as_slice()); + datas.insert(sbc_hash, bytes.clone()); + let _ = target_map.insert(SBCHash {key : sbc_hash, chunk_type : ChunkType::Simple}, bytes); + keys.push(sbc_hash); + } + + let mut processed_data = 0; + let mut data_left = 0; + + let modified_clusters = graph.update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); + encode_map(&mut graph, &mut target_map, &modified_clusters); + + + for (key, data) in datas.iter() { + if graph.vertices.get(key).unwrap().parent == *key { + data_left += data.len(); + } else { + processed_data += data.len(); + } + } + + + let running_time = time_start.elapsed(); + + let mut count_delta_chunk = 0; + for key in keys { + if target_map.contains(&SBCHash {key : key, chunk_type : ChunkType::Delta}) { + count_delta_chunk += 1; + } + let recover_data = get_chunk_data(&target_map, key); + assert_eq!(recover_data, datas.get(&key).unwrap().clone()); + } + assert!(count_delta_chunk > 0); + + ScrubMeasurements{ + processed_data, + running_time, + data_left, + }; + Ok(()) + } + + fn test_chunk_recover() -> Result<(), std::io::Error> { + let mut target_map : Box>> = Box::new(SBCMap::new()); + let chunk_1 = vec![12u8, 18, 19, 20]; + let chunk_2 = vec![10u8, 18, 19, 20]; + let mut delta_chunk = Vec::new(); + + for byte in 1u32.to_be_bytes() { + delta_chunk.push(byte); + } + + for delta_action in encode(chunk_2.as_slice(), chunk_1.as_slice()) { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); + } + } + let _ = target_map.insert(SBCHash{key : 1, chunk_type : ChunkType::Simple}, chunk_1); + let _ = target_map.insert(SBCHash{key : 2, chunk_type : ChunkType::Delta}, delta_chunk); + + assert_eq!(target_map.get(&SBCHash{key : 1, chunk_type : ChunkType::Simple}).unwrap(), + target_map.get(&SBCHash{key : 2, chunk_type : ChunkType::Delta}).unwrap()); + + Ok(()) + } } \ No newline at end of file diff --git a/src/graph.rs b/src/graph.rs index 66c9330..07b65f3 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,10 +1,6 @@ use std::collections::HashMap; -use crate::SBCHash; -use crate::levenshtein_functions::levenshtein_distance; -use chunkfs::Database; -use crate::chunkfs_sbc::get_chunk_data; -const MAX_WEIGHT_EDGE: u32 = 1 << 8; +const MAX_WEIGHT_EDGE: u32 = 1 << 20; pub struct Vertex { pub(crate) parent: u32, @@ -32,7 +28,7 @@ pub struct Graph { impl Graph { #[allow(dead_code)] - pub(crate) fn new() -> Graph { + pub fn new() -> Graph { Graph { vertices: HashMap::new(), } @@ -134,18 +130,21 @@ impl Graph { for hash_1 in keys { let mut min_dist = u32::MAX; let mut hash_2 = 0; - for other_hash in *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) - ..=*hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) + for other_hash in keys + // *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) + // ..=*hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) { - if !self.vertices.contains_key(&hash_2) { - continue; - } - let dist = std::cmp::max(hash_2, *hash_1) - std::cmp::min(hash_2, *hash_1); - if dist < min_dist { - min_dist = dist; - hash_2 = other_hash; + if (*hash_1).abs_diff(*other_hash) <= MAX_WEIGHT_EDGE { + let dist = std::cmp::max(hash_2, *hash_1) - std::cmp::min(hash_2, *hash_1); + if dist < min_dist { + min_dist = dist; + hash_2 = *other_hash; + } } } + if hash_2 == 0 { + continue; + } edges.push(Edge { weight: min_dist, hash_chunk_1: *hash_1, @@ -154,48 +153,4 @@ impl Graph { } edges } - - pub fn set_parents_in_clusters( - &mut self, - target_map: &mut Box>>, - clusters: &HashMap>, - ) { - for (parent_hash_past, cluster) in clusters { - let parent_key = find_parent_key_in_cluster(target_map, cluster.as_slice()); - self.vertices.get_mut(&parent_key).unwrap().rank = - self.vertices.get(parent_hash_past).unwrap().rank; - for hash in cluster.iter() { - self.vertices.get_mut(hash).unwrap().parent = parent_key - } - } - } } - -fn find_parent_key_in_cluster( - target_map: &mut Box>>, - cluster: &[u32], -) -> u32 { - let mut leader_hash = cluster[0]; - let mut min_sum_dist = u32::MAX; - - for chunk_hash_1 in cluster.iter() { - let mut sum_dist_for_chunk = 0u32; - let chunk_data_1 = get_chunk_data(target_map, *chunk_hash_1); - - for chunk_hash_2 in cluster.iter() { - if *chunk_hash_1 == *chunk_hash_2 { - continue; - } - - let chunk_data_2 = get_chunk_data(target_map, *chunk_hash_2); - sum_dist_for_chunk += - levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); - } - - if sum_dist_for_chunk < min_sum_dist { - leader_hash = *chunk_hash_1; - min_sum_dist = sum_dist_for_chunk - } - } - leader_hash -} \ No newline at end of file diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index aa71d80..e69de29 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -1,74 +0,0 @@ -use chunkfs::Database; -use fastcdc::v2016::FastCDC; -use sbc_algorithm::{hash, SBCMap}; -use std::fs; -use std::fs::File; -use std::io::{BufReader, Read}; - -const PATH: &str = "runner/files/test1.txt"; - -#[test] -fn test_data_recovery() -> Result<(), std::io::Error> { - let contents = fs::read(PATH).unwrap(); - let chunks = FastCDC::new(&contents, 1000, 2000, 65536); - - let input = File::open(PATH)?; - let mut sbc_vec = Vec::new(); - let mut buffer = BufReader::new(input); - - for chunk in chunks { - let length = chunk.length; - let mut bytes = vec![0; length]; - buffer.read_exact(&mut bytes)?; - - let sbc_hash = hash(bytes.as_slice()); - sbc_vec.push((sbc_hash, bytes)); - } - - let mut sbc_map = SBCMap::new(sbc_vec.clone()); - sbc_map.encode(); - - for (sbc_hash, data) in sbc_vec.iter() { - assert_eq!(*data, sbc_map.get(sbc_hash).unwrap()) - } - let text = "qwerty"; - let new_chunk = text.as_bytes().to_vec(); - let new_chunk_hash = hash(new_chunk.as_slice()); - let _ = sbc_map.insert(new_chunk_hash, new_chunk.clone()); - assert_eq!(new_chunk, sbc_map.get(&new_chunk_hash).unwrap()); - - sbc_map.remove(&new_chunk_hash); - for (cdc_hash, data) in sbc_vec { - assert_eq!(data, sbc_map.get(&cdc_hash).unwrap()) - } - - Ok(()) -} - -#[test] -fn test_insert_multi() -> Result<(), std::io::Error> { - let contents = fs::read(PATH).unwrap(); - let cdc_map = FastCDC::new(&contents, 1000, 2000, 65536); - - let input = File::open(PATH)?; - let mut buffer = BufReader::new(input); - - let mut pairs = Vec::new(); - - for chunk in cdc_map { - let length = chunk.length; - let mut bytes = vec![0; length]; - buffer.read_exact(&mut bytes)?; - let sbc_hash = hash(bytes.as_slice()); - pairs.push((sbc_hash, bytes)); - } - - let mut sbc_map = SBCMap::new(Vec::new()); - let _ = sbc_map.insert_multi(pairs.clone()); - - for (key, value) in pairs { - assert_eq!(value, sbc_map.get(&key).unwrap()) - } - - Ok(()) -} From 24948f501d39aceb7074c6eb22b85f5ef738dbb8 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 6 Jun 2024 12:44:32 +0300 Subject: [PATCH 046/132] add new() for SBCScrubber --- src/chunkfs_sbc.rs | 7 +++++++ src/lib.rs | 1 + 2 files changed, 8 insertions(+) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index ab76b3b..d1db703 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -64,6 +64,13 @@ impl Database> for SBCMap { pub struct SBCScrubber { graph: Graph, } +impl SBCScrubber { + fn new() -> SBCScrubber { + SBCScrubber { + graph : Graph::new(), + } + } +} impl Scrub for SBCScrubber where diff --git a/src/lib.rs b/src/lib.rs index bd5cc71..0f0454f 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -1,5 +1,6 @@ pub use hash_function::hash; use std::collections::HashMap; +pub use chunkfs_sbc::SBCScrubber; mod chunkfs_sbc; mod graph; From 4923d9e9d709bab1b8e76147a582461a2540e298 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 6 Jun 2024 12:52:02 +0300 Subject: [PATCH 047/132] fix create_edges for graph --- src/graph.rs | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) diff --git a/src/graph.rs b/src/graph.rs index 07b65f3..f2a3637 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,6 +1,6 @@ use std::collections::HashMap; -const MAX_WEIGHT_EDGE: u32 = 1 << 20; +const MAX_WEIGHT_EDGE: u32 = 1 << 10; pub struct Vertex { pub(crate) parent: u32, @@ -130,15 +130,15 @@ impl Graph { for hash_1 in keys { let mut min_dist = u32::MAX; let mut hash_2 = 0; - for other_hash in keys - // *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) - // ..=*hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) + for other_hash in + *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) + ..=*hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) { - if (*hash_1).abs_diff(*other_hash) <= MAX_WEIGHT_EDGE { + if self.vertices.contains_key(&other_hash) { let dist = std::cmp::max(hash_2, *hash_1) - std::cmp::min(hash_2, *hash_1); if dist < min_dist { min_dist = dist; - hash_2 = *other_hash; + hash_2 = other_hash; } } } From d561521986486f11ee5ef9e57475717bbbecb867 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Tue, 16 Jul 2024 16:48:49 +0300 Subject: [PATCH 048/132] changed the structure of the scrubber --- src/chunkfs_sbc.rs | 359 ++++++++++++++++++++++------------- src/graph.rs | 44 ++++- src/levenshtein_functions.rs | 4 +- src/lib.rs | 9 +- tests/sbc_tests.rs | 1 + 5 files changed, 273 insertions(+), 144 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index d1db703..1af9a1f 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,12 +1,12 @@ -use std::collections::HashMap; -use crate::graph::{Graph}; -use crate::{ChunkType, hash_function, levenshtein_functions, SBCMap}; +use crate::graph::Graph; +use crate::levenshtein_functions::Action::{Add, Del, Rep}; +use crate::levenshtein_functions::{levenshtein_distance, Action}; +use crate::SBCHash; +use crate::{hash_function, levenshtein_functions, ChunkType, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; +use std::collections::HashMap; use std::io; -use crate::levenshtein_functions::{Action, levenshtein_distance}; -use crate::levenshtein_functions::Action::{Add, Del, Rep}; -use crate::{SBCHash}; -use std::time::{Instant}; +use std::time::Instant; impl Database> for SBCMap { fn insert(&mut self, sbc_hash: SBCHash, chunk: Vec) -> io::Result<()> { @@ -18,21 +18,32 @@ impl Database> for SBCMap { let sbc_value = self.sbc_hashmap.get(sbc_hash).unwrap(); let chunk = match sbc_hash.chunk_type { - ChunkType::Simple { } => { sbc_value.clone() } - ChunkType::Delta { } => { + ChunkType::Simple {} => sbc_value.clone(), + ChunkType::Delta {} => { let mut buf = [0u8; 4]; buf.copy_from_slice(&sbc_value[..4]); let parent_hash = u32::from_be_bytes(buf); - let mut data = if self.contains(&SBCHash{key : parent_hash, chunk_type : ChunkType::Delta}) { - self.get(&SBCHash{key : parent_hash, chunk_type : ChunkType::Delta}).unwrap() + let mut data = if self.contains(&SBCHash { + key: parent_hash, + chunk_type: ChunkType::Delta, + }) { + self.get(&SBCHash { + key: parent_hash, + chunk_type: ChunkType::Delta, + }) + .unwrap() } else { - self.get(&SBCHash{key : parent_hash, chunk_type : ChunkType::Simple}).unwrap() + self.get(&SBCHash { + key: parent_hash, + chunk_type: ChunkType::Simple, + }) + .unwrap() }; let mut byte_index = 4; while byte_index < sbc_value.len() { - buf.copy_from_slice(&sbc_value[byte_index..byte_index+4]); + buf.copy_from_slice(&sbc_value[byte_index..byte_index + 4]); let delta_action = u32::from_be_bytes(buf); let (action, index, byte_value) = get_delta_action(delta_action); @@ -58,7 +69,6 @@ impl Database> for SBCMap { fn contains(&self, key: &SBCHash) -> bool { self.sbc_hashmap.contains_key(key) } - } pub struct SBCScrubber { @@ -67,77 +77,106 @@ pub struct SBCScrubber { impl SBCScrubber { fn new() -> SBCScrubber { SBCScrubber { - graph : Graph::new(), + graph: Graph::new(), } } } impl Scrub for SBCScrubber - where - B: Database>, - for<'a> &'a mut B: IntoIterator)>, +where + B: Database>, + for<'a> &'a mut B: IntoIterator)>, { fn scrub<'a>( &mut self, database: &mut B, target_map: &mut Box>>, ) -> io::Result - where - Hash: 'a, + where + Hash: 'a, { let time_start = Instant::now(); - let mut keys = Vec::new(); - - for (_, data_container) in database.into_iter() { - let chunk = data_container.extract(); - match chunk { - Data::Chunk(data) => { - let sbc_hash = hash_function::hash(data.as_slice()); - let _ = target_map.insert(SBCHash {key : sbc_hash, chunk_type : ChunkType::Simple}, data.clone()); - keys.push(sbc_hash); - } - Data::TargetChunk(_) => {} - } - } - - let mut processed_data = 0; let mut data_left = 0; - let modified_clusters = self.graph.update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); - encode_map(&mut self.graph, target_map, &modified_clusters); - - let mut key_index = 0; for (_, data_container) in database.into_iter() { let chunk = data_container.extract(); match chunk { Data::Chunk(data) => { - if self.graph.vertices.get(&keys[key_index]).unwrap().parent == keys[key_index] { - data_left += data.len(); - data_container.make_target(vec![SBCHash { key : keys[key_index], chunk_type : ChunkType::Simple }]); - } else { - processed_data += data.len(); - data_container.make_target(vec![ SBCHash { key : keys[key_index], chunk_type : ChunkType::Delta }]) + let sbc_hash = hash_function::hash(data.as_slice()); + let (target_hash, parent_hash) = self.graph.add_vertex(sbc_hash); + match target_hash.chunk_type { + ChunkType::Delta => { + let parent_chunk_data = target_map.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap(); + let mut delta_chunk = Vec::new(); + for byte in parent_hash.to_be_bytes() { + delta_chunk.push(byte); + } + for delta_action in + levenshtein_functions::encode(data.as_slice(), parent_chunk_data.as_slice()) + { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); + } + } + let _ = target_map.insert(target_hash.clone(), delta_chunk); + processed_data += data.len(); + } + ChunkType::Simple => { + let _ = target_map.insert(target_hash.clone(), data.clone()); + data_left += data.len(); + } } + data_container.make_target(vec![target_hash, ]); } Data::TargetChunk(_) => {} } - key_index += 1; } - + // + // let modified_clusters = self + // .graph + // .update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); + // encode_map(&mut self.graph, target_map, &modified_clusters); + // + // let mut key_index = 0; + // for (_, data_container) in database.into_iter() { + // let chunk = data_container.extract(); + // match chunk { + // Data::Chunk(data) => { + // if self.graph.vertices.get(&keys[key_index]).unwrap().parent == keys[key_index] + // { + // data_left += data.len(); + // data_container.make_target(vec![SBCHash { + // key: keys[key_index], + // chunk_type: ChunkType::Simple, + // }]); + // } else { + // processed_data += data.len(); + // data_container.make_target(vec![SBCHash { + // key: keys[key_index], + // chunk_type: ChunkType::Delta, + // }]) + // } + // } + // Data::TargetChunk(_) => {} + // } + // key_index += 1; + // } + // let running_time = time_start.elapsed(); - Ok(ScrubMeasurements{ + Ok(ScrubMeasurements { processed_data, running_time, data_left, }) } - } - - -fn encode_map(graph : &mut Graph, target_map : &mut Box>>, clusters : &HashMap>) { +fn encode_map( + graph: &mut Graph, + target_map: &mut Box>>, + clusters: &HashMap>, +) { for (hash_parent_cluster, cluster) in clusters.iter() { let parent_hash = find_parent_key_in_cluster(target_map, cluster.as_slice()); graph.vertices.get_mut(&parent_hash).unwrap().rank = @@ -149,36 +188,76 @@ fn encode_map(graph : &mut Graph, target_map : &mut Box (Action, usize, u8) { +fn get_delta_action(code: u32) -> (Action, usize, u8) { let action = match code / (1 << 30) { 0 => Rep, 1 => Add, @@ -190,11 +269,24 @@ fn get_delta_action(code : u32) -> (Action, usize, u8) { (action, index as usize, byte_value as u8) } -pub fn get_chunk_data(target_map : &Box>>, hash : u32) -> Vec { - if target_map.contains(&SBCHash{key : hash, chunk_type : ChunkType::Delta}) { - target_map.get(&SBCHash{key : hash, chunk_type : ChunkType::Delta}).unwrap() +pub fn get_chunk_data(target_map: &Box>>, hash: u32) -> Vec { + if target_map.contains(&SBCHash { + key: hash, + chunk_type: ChunkType::Delta, + }) { + target_map + .get(&SBCHash { + key: hash, + chunk_type: ChunkType::Delta, + }) + .unwrap() } else { - target_map.get(&SBCHash{key : hash, chunk_type : ChunkType::Simple}).unwrap() + target_map + .get(&SBCHash { + key: hash, + chunk_type: ChunkType::Simple, + }) + .unwrap() } } @@ -227,20 +319,19 @@ fn find_parent_key_in_cluster( leader_hash } - #[cfg(test)] mod test { + use crate::chunkfs_sbc::{encode_map, get_chunk_data}; + use crate::graph::Graph; + use crate::levenshtein_functions; + use crate::{hash, ChunkType, SBCHash, SBCMap}; + use chunkfs::{Database, ScrubMeasurements}; + use fastcdc::v2016::FastCDC; use std::collections::HashMap; use std::fs; use std::fs::File; use std::io::{BufReader, Read}; use std::time::Instant; - use chunkfs::{Database, ScrubMeasurements}; - use fastcdc::v2016::FastCDC; - use crate::{ChunkType, hash, SBCHash, SBCMap}; - use crate::chunkfs_sbc::{encode_map, get_chunk_data}; - use crate::graph::Graph; - use crate::levenshtein_functions::encode; const PATH: &str = "runner/files/test1.txt"; @@ -248,85 +339,87 @@ mod test { fn test_data_recovery() -> Result<(), std::io::Error> { let contents = fs::read(PATH).unwrap(); let chunks = FastCDC::new(&contents, 1000, 2000, 65536); - let input = File::open(PATH)?; let mut buffer = BufReader::new(input); - - - let mut keys = Vec::new(); - let mut datas = HashMap::new(); - let mut target_map : Box>> = Box::new(SBCMap::new()); + let mut hashmap_with_data = HashMap::new(); + let mut target_map: Box>> = Box::new(SBCMap::new()); let mut graph = Graph::new(); let time_start = Instant::now(); - - for chunk in chunks { - let length = chunk.length; - let mut bytes = vec![0; length]; - buffer.read_exact(&mut bytes)?; - - let sbc_hash = hash(bytes.as_slice()); - datas.insert(sbc_hash, bytes.clone()); - let _ = target_map.insert(SBCHash {key : sbc_hash, chunk_type : ChunkType::Simple}, bytes); - keys.push(sbc_hash); - } - let mut processed_data = 0; let mut data_left = 0; + let mut count_delta_chunk = 0; - let modified_clusters = graph.update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); - encode_map(&mut graph, &mut target_map, &modified_clusters); - - - for (key, data) in datas.iter() { - if graph.vertices.get(key).unwrap().parent == *key { - data_left += data.len(); - } else { - processed_data += data.len(); + for chunk in chunks { + let length = chunk.length; + let mut data = vec![0; length]; + buffer.read_exact(&mut data)?; + + let sbc_hash = hash(data.as_slice()); + hashmap_with_data.insert(sbc_hash, data.clone()); + let (target_hash, parent_hash) = graph.add_vertex(sbc_hash); + match target_hash.chunk_type { + ChunkType::Delta => { + let parent_chunk_data = target_map.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap(); + let mut delta_chunk = Vec::new(); + for byte in parent_hash.to_be_bytes() { + delta_chunk.push(byte); + } + for delta_action in + levenshtein_functions::encode(data.as_slice(), parent_chunk_data.as_slice()) + { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); + } + } + let _ = target_map.insert(target_hash, delta_chunk); + processed_data += data.len(); + } + ChunkType::Simple => { + let _ = target_map.insert(target_hash, data.clone()); + data_left += data.len(); + } } + // let sbc_hash = hash(bytes.as_slice()); + // datas.insert(sbc_hash, bytes.clone()); + // let _ = target_map.insert( + // SBCHash { + // key: sbc_hash, + // chunk_type: ChunkType::Simple, + // }, + // bytes, + // ); + // keys.push(sbc_hash); } - + // + // let modified_clusters = graph.update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); + // encode_map(&mut graph, &mut target_map, &modified_clusters); + // + // for (key, data) in hashmap_with_data.iter() { + // if graph.vertices.get(key).unwrap().parent == *key { + // data_left += data.len(); + // } else { + // processed_data += data.len(); + // } + // } let running_time = time_start.elapsed(); - - let mut count_delta_chunk = 0; - for key in keys { - if target_map.contains(&SBCHash {key : key, chunk_type : ChunkType::Delta}) { + for (key, data_in_hashmap) in hashmap_with_data { + if target_map.contains(&SBCHash { + key, + chunk_type: ChunkType::Delta, + }) { count_delta_chunk += 1; } let recover_data = get_chunk_data(&target_map, key); - assert_eq!(recover_data, datas.get(&key).unwrap().clone()); + assert_eq!(recover_data, data_in_hashmap); } assert!(count_delta_chunk > 0); - ScrubMeasurements{ + ScrubMeasurements { processed_data, running_time, data_left, }; Ok(()) } - - fn test_chunk_recover() -> Result<(), std::io::Error> { - let mut target_map : Box>> = Box::new(SBCMap::new()); - let chunk_1 = vec![12u8, 18, 19, 20]; - let chunk_2 = vec![10u8, 18, 19, 20]; - let mut delta_chunk = Vec::new(); - - for byte in 1u32.to_be_bytes() { - delta_chunk.push(byte); - } - - for delta_action in encode(chunk_2.as_slice(), chunk_1.as_slice()) { - for byte in delta_action.to_be_bytes() { - delta_chunk.push(byte); - } - } - let _ = target_map.insert(SBCHash{key : 1, chunk_type : ChunkType::Simple}, chunk_1); - let _ = target_map.insert(SBCHash{key : 2, chunk_type : ChunkType::Delta}, delta_chunk); - - assert_eq!(target_map.get(&SBCHash{key : 1, chunk_type : ChunkType::Simple}).unwrap(), - target_map.get(&SBCHash{key : 2, chunk_type : ChunkType::Delta}).unwrap()); - - Ok(()) - } -} \ No newline at end of file +} diff --git a/src/graph.rs b/src/graph.rs index f2a3637..7e1d60e 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,3 +1,4 @@ +use crate::{ChunkType, SBCHash}; use std::collections::HashMap; const MAX_WEIGHT_EDGE: u32 = 1 << 10; @@ -86,7 +87,7 @@ impl Graph { hash_set } - pub fn update_graph_based_on_the_kraskal_algorithm( + pub fn update_graph_based_on_the_kruskal_algorithm( &mut self, keys: &[u32], ) -> HashMap> { @@ -99,7 +100,6 @@ impl Graph { self.union_set(hash_set_1, hash_set_2); } } - let mut clusters = HashMap::new(); for key in keys { let leader = self.find_set(*key); @@ -109,7 +109,6 @@ impl Graph { for key in self.vertices.keys() { graph_keys.push(*key); } - for hash in graph_keys.iter() { let leader = self.find_set(*hash); if self.vertices.contains_key(&leader) { @@ -130,8 +129,7 @@ impl Graph { for hash_1 in keys { let mut min_dist = u32::MAX; let mut hash_2 = 0; - for other_hash in - *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) + for other_hash in *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) ..=*hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) { if self.vertices.contains_key(&other_hash) { @@ -153,4 +151,40 @@ impl Graph { } edges } + + pub fn add_vertex(&mut self, hash: u32) -> (SBCHash, u32) { + let mut min_dist = u32::MAX; + let mut parent_hash = hash; + let mut chunk_type = ChunkType::Simple; + for other_hash in hash - std::cmp::min(hash, MAX_WEIGHT_EDGE) + ..=hash + std::cmp::min(u32::MAX - hash, MAX_WEIGHT_EDGE) + { + if self.vertices.contains_key(&other_hash) { + let dist = u32::abs_diff(parent_hash, hash); + if dist < min_dist { + min_dist = dist; + parent_hash = self.find_set(other_hash); + chunk_type = ChunkType::Delta; + } else { + break; + } + } + } + match chunk_type { + ChunkType::Delta => { + self.vertices.insert(hash, Vertex::new(parent_hash)); + self.vertices.get_mut(&parent_hash).unwrap().rank += 1; + } + ChunkType::Simple => { + self.vertices.insert(hash, Vertex::new(hash)); + } + } + ( + SBCHash { + key: hash, + chunk_type, + }, + parent_hash, + ) + } } diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index 22ff4c9..8bdff50 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -9,7 +9,7 @@ pub(crate) enum Action { pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { let matrix = levenshtein_matrix(data_chunk, data_chunk_parent); - let mut delta_code= Vec::new(); + let mut delta_code = Vec::new(); let mut x = data_chunk.len(); let mut y = data_chunk_parent.len(); while x > 0 && y > 0 { @@ -73,4 +73,4 @@ fn encode_delta_action(action: Action, index: usize, byte_value: u8) -> u32 { } code += index as u32; code -} \ No newline at end of file +} diff --git a/src/lib.rs b/src/lib.rs index 0f0454f..c602eb9 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -1,6 +1,6 @@ +pub use chunkfs_sbc::SBCScrubber; pub use hash_function::hash; use std::collections::HashMap; -pub use chunkfs_sbc::SBCScrubber; mod chunkfs_sbc; mod graph; @@ -13,16 +13,17 @@ enum ChunkType { Simple, } impl Default for ChunkType { - fn default() -> Self { ChunkType::Simple } + fn default() -> Self { + ChunkType::Simple + } } #[derive(Hash, PartialEq, Eq, Clone, Default)] pub struct SBCHash { - key : u32, + key: u32, chunk_type: ChunkType, } - #[allow(dead_code)] pub struct SBCMap { sbc_hashmap: HashMap>, diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index e69de29..8b13789 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -0,0 +1 @@ + From 3a89560f1fb3cdf3a3554f43b60b475cbbae5690 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Tue, 16 Jul 2024 21:28:52 +0300 Subject: [PATCH 049/132] pub SBCScrubber::new() --- src/chunkfs_sbc.rs | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 1af9a1f..d47c8c8 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -75,7 +75,7 @@ pub struct SBCScrubber { graph: Graph, } impl SBCScrubber { - fn new() -> SBCScrubber { + pub fn new() -> SBCScrubber { SBCScrubber { graph: Graph::new(), } From 8e1defad2a1cd1b0aac10e6aa2b76f1d606afa4e Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 18 Jul 2024 16:52:35 +0300 Subject: [PATCH 050/132] scrubbing over multiple chunks --- Cargo.toml | 3 +- runner/Cargo.toml | 4 +- runner/src/main.rs | 45 +++-- src/chunkfs_sbc.rs | 353 ++++++++--------------------------- src/graph.rs | 141 +------------- src/levenshtein_functions.rs | 81 +++++++- tests/sbc_tests.rs | 33 ++++ 7 files changed, 226 insertions(+), 434 deletions(-) diff --git a/Cargo.toml b/Cargo.toml index 388dc83..a2df92e 100644 --- a/Cargo.toml +++ b/Cargo.toml @@ -10,4 +10,5 @@ edition = "2021" chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support" } [dev-dependencies] -fastcdc = "3.1.0" +rand = "0.8.5" +chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support", features = ["hashers", "chunkers"] } diff --git a/runner/Cargo.toml b/runner/Cargo.toml index 7b53f6f..41a31e4 100644 --- a/runner/Cargo.toml +++ b/runner/Cargo.toml @@ -6,5 +6,5 @@ edition = "2021" [dependencies] sbc_algorithm = { path = "../." } -fastcdc = "3.1.0" -chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support" } +chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support", features = ["hashers", "chunkers"] } +rand = "0.8.5" diff --git a/runner/src/main.rs b/runner/src/main.rs index 51eeb12..cae4e18 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -1,28 +1,35 @@ extern crate sbc_algorithm; -use sbc_algorithm::{hash, SBCMap}; -use std::fs; -use std::fs::File; -use std::io::{BufReader, Read}; +extern crate chunkfs; -pub fn main() -> Result<(), std::io::Error> { - let path = "files/test1.txt"; - let input = File::open(path)?; - println!("size before chunking: {}", input.metadata().unwrap().len()); +use sbc_algorithm::{SBCMap, SBCScrubber}; +use std::io; +use chunkfs::FileSystem; +use std::collections::HashMap; +use chunkfs::hashers::Sha256Hasher; +use chunkfs::chunkers::SuperChunker; - let mut buffer = BufReader::new(input); - let contents = fs::read(path).unwrap(); - let chunks = fastcdc::v2020::FastCDC::new(&contents, 1000, 2000, 65536); - let mut cdc_vec = Vec::new(); - for chunk in chunks { - let length = chunk.length; - let mut bytes = vec![0; length]; - buffer.read_exact(&mut bytes)?; +fn main() -> io::Result<()> { + let mut fs = FileSystem::new(HashMap::default(), Box::new(SBCMap::new()), Box::new(SBCScrubber::new()), Sha256Hasher::default()); - cdc_vec.push((hash(bytes.as_slice()), bytes)); - } + let mut handle = fs.create_file("file".to_string(), SuperChunker::new(), true)?; + let data = generate_data(4); + fs.write_to_file(&mut handle, &data)?; + fs.close_file(handle)?; - let _sbc_map = SBCMap::new(); + let res = fs.scrub().unwrap(); + println!("{res:?}"); + let mut handle = fs.open_file("file", SuperChunker::new())?; + let read = fs.read_file_complete(&mut handle)?; + assert_eq!(read.len(), data.len()); Ok(()) } + +const MB: usize = 1024 * 1024; + +fn generate_data(mb_size: usize) -> Vec { + let bytes = mb_size * MB; + (0..bytes).map(|_| rand::random::()).collect() +} + diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index d47c8c8..e1d3122 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -8,6 +8,9 @@ use std::collections::HashMap; use std::io; use std::time::Instant; + +const MAX_COUNT_CHUNKS_IN_PACK : usize = 1024; + impl Database> for SBCMap { fn insert(&mut self, sbc_hash: SBCHash, chunk: Vec) -> io::Result<()> { self.sbc_hashmap.insert(sbc_hash, chunk); @@ -51,7 +54,7 @@ impl Database> for SBCMap { Del => { data.remove(index); } - Add => data.insert(index + 1, byte_value), + Add => data.insert(index, byte_value), Rep => data[index] = byte_value, } byte_index += 4; @@ -82,6 +85,7 @@ impl SBCScrubber { } } + impl Scrub for SBCScrubber where B: Database>, @@ -98,71 +102,33 @@ where let time_start = Instant::now(); let mut processed_data = 0; let mut data_left = 0; - + let mut chunk_index = 0usize; + let mut clusters : HashMap)>> = HashMap::new(); for (_, data_container) in database.into_iter() { - let chunk = data_container.extract(); - match chunk { + if chunk_index % MAX_COUNT_CHUNKS_IN_PACK == 0 { + for (_, cluster) in clusters.iter_mut() { + let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); + data_left += data_analyse.0; + processed_data += data_analyse.1; + } + clusters = HashMap::new(); + } + match data_container.extract() { Data::Chunk(data) => { let sbc_hash = hash_function::hash(data.as_slice()); - let (target_hash, parent_hash) = self.graph.add_vertex(sbc_hash); - match target_hash.chunk_type { - ChunkType::Delta => { - let parent_chunk_data = target_map.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap(); - let mut delta_chunk = Vec::new(); - for byte in parent_hash.to_be_bytes() { - delta_chunk.push(byte); - } - for delta_action in - levenshtein_functions::encode(data.as_slice(), parent_chunk_data.as_slice()) - { - for byte in delta_action.to_be_bytes() { - delta_chunk.push(byte); - } - } - let _ = target_map.insert(target_hash.clone(), delta_chunk); - processed_data += data.len(); - } - ChunkType::Simple => { - let _ = target_map.insert(target_hash.clone(), data.clone()); - data_left += data.len(); - } - } - data_container.make_target(vec![target_hash, ]); + let parent_hash = self.graph.add_vertex(sbc_hash); + let cluster = clusters.entry(parent_hash).or_insert(Vec::new()); + cluster.push((sbc_hash, data_container)); } Data::TargetChunk(_) => {} } + chunk_index += 1; + } + for (_, cluster) in clusters.iter_mut() { + let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); + data_left += data_analyse.0; + processed_data += data_analyse.1; } - // - // let modified_clusters = self - // .graph - // .update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); - // encode_map(&mut self.graph, target_map, &modified_clusters); - // - // let mut key_index = 0; - // for (_, data_container) in database.into_iter() { - // let chunk = data_container.extract(); - // match chunk { - // Data::Chunk(data) => { - // if self.graph.vertices.get(&keys[key_index]).unwrap().parent == keys[key_index] - // { - // data_left += data.len(); - // data_container.make_target(vec![SBCHash { - // key: keys[key_index], - // chunk_type: ChunkType::Simple, - // }]); - // } else { - // processed_data += data.len(); - // data_container.make_target(vec![SBCHash { - // key: keys[key_index], - // chunk_type: ChunkType::Delta, - // }]) - // } - // } - // Data::TargetChunk(_) => {} - // } - // key_index += 1; - // } - // let running_time = time_start.elapsed(); Ok(ScrubMeasurements { processed_data, @@ -172,89 +138,41 @@ where } } -fn encode_map( - graph: &mut Graph, - target_map: &mut Box>>, - clusters: &HashMap>, -) { - for (hash_parent_cluster, cluster) in clusters.iter() { - let parent_hash = find_parent_key_in_cluster(target_map, cluster.as_slice()); - graph.vertices.get_mut(&parent_hash).unwrap().rank = - graph.vertices.get(&hash_parent_cluster).unwrap().rank; - - for hash in cluster { - graph.vertices.get_mut(hash).unwrap().parent = parent_hash - } - - let mut parent_chunk_data = Vec::new(); - - if target_map.contains(&SBCHash { - key: parent_hash, - chunk_type: ChunkType::Delta, - }) { - parent_chunk_data = target_map - .get(&SBCHash { - key: parent_hash, - chunk_type: ChunkType::Delta, - }) - .unwrap() - .clone(); - target_map.remove(&SBCHash { - key: parent_hash, - chunk_type: ChunkType::Delta, - }); - let _ = target_map.insert( - SBCHash { - key: parent_hash, - chunk_type: ChunkType::Simple, - }, - parent_chunk_data.clone(), - ); - } else { - parent_chunk_data = target_map - .get(&SBCHash { - key: parent_hash, - chunk_type: ChunkType::Simple, - }) - .unwrap() - .clone(); - } - - for hash in cluster { - if *hash == parent_hash { - continue; - } - let chunk_data = get_chunk_data(target_map, *hash); - let mut delta_chunk = Vec::new(); - for byte in parent_hash.to_be_bytes() { - delta_chunk.push(byte); - } - for delta_action in - levenshtein_functions::encode(chunk_data.as_slice(), parent_chunk_data.as_slice()) - { - for byte in delta_action.to_be_bytes() { - delta_chunk.push(byte); +fn encode_cluster(target_map : &mut Box>>, cluster : &mut [(u32, &mut DataContainer)]) -> (usize, usize) { + let (parent_hash, parent_data) = find_parent_key_in_cluster(cluster); + let mut data_left = 0; + let mut processed_data = 0; + let mut target_hash = SBCHash::default(); + for (hash, data_container) in cluster.iter_mut() { + match data_container.extract() { + Data::Chunk(data) => { + if *hash == parent_hash { + target_hash = SBCHash { key: hash.clone(), chunk_type: ChunkType::Simple }; + let _ = target_map.insert(target_hash.clone(), data.clone()); + data_left += data.len(); + } else { + target_hash = SBCHash { key: hash.clone(), chunk_type: ChunkType::Delta }; + let mut delta_chunk = Vec::new(); + for byte in parent_hash.to_be_bytes() { + delta_chunk.push(byte); + } + for delta_action in + levenshtein_functions::encode(data.as_slice(), parent_data.as_slice()) + { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); + } + } + let _ = target_map.insert(target_hash.clone(), delta_chunk); + processed_data += data.len(); } } - if target_map.contains(&SBCHash { - key: *hash, - chunk_type: ChunkType::Simple, - }) { - target_map.remove(&SBCHash { - key: *hash, - chunk_type: ChunkType::Simple, - }); - } - let _ = target_map.insert( - SBCHash { - key: *hash, - chunk_type: ChunkType::Delta, - }, - delta_chunk, - ); + Data::TargetChunk(_) => {} } + data_container.make_target(vec![target_hash.clone(), ]); } + (data_left, processed_data) } fn get_delta_action(code: u32) -> (Action, usize, u8) { @@ -269,157 +187,40 @@ fn get_delta_action(code: u32) -> (Action, usize, u8) { (action, index as usize, byte_value as u8) } -pub fn get_chunk_data(target_map: &Box>>, hash: u32) -> Vec { - if target_map.contains(&SBCHash { - key: hash, - chunk_type: ChunkType::Delta, - }) { - target_map - .get(&SBCHash { - key: hash, - chunk_type: ChunkType::Delta, - }) - .unwrap() - } else { - target_map - .get(&SBCHash { - key: hash, - chunk_type: ChunkType::Simple, - }) - .unwrap() - } -} - -fn find_parent_key_in_cluster( - target_map: &Box>>, - cluster: &[u32], -) -> u32 { - let mut leader_hash = cluster[0]; +fn find_parent_key_in_cluster(cluster: &[(u32, &mut DataContainer)]) -> (u32, Vec) { + let mut leader_hash = cluster[0].0; + let mut leader_data = Vec::new(); let mut min_sum_dist = u32::MAX; - for chunk_hash_1 in cluster.iter() { + for (hash_1, data_container_1) in cluster.iter() { let mut sum_dist_for_chunk = 0u32; - let chunk_data_1 = get_chunk_data(target_map, *chunk_hash_1); - - for chunk_hash_2 in cluster.iter() { - if *chunk_hash_1 == *chunk_hash_2 { + for (hash_2, data_container_2) in cluster.iter() { + if *hash_1 == *hash_2 { continue; } + match data_container_1.extract() { + Data::Chunk(data_1) => { + match data_container_2.extract() { + Data::Chunk(data_2) => { + sum_dist_for_chunk += - let chunk_data_2 = get_chunk_data(target_map, *chunk_hash_2); - sum_dist_for_chunk += - levenshtein_distance(chunk_data_1.as_slice(), chunk_data_2.as_slice()); - } - - if sum_dist_for_chunk < min_sum_dist { - leader_hash = *chunk_hash_1; - min_sum_dist = sum_dist_for_chunk - } - } - leader_hash -} - -#[cfg(test)] -mod test { - use crate::chunkfs_sbc::{encode_map, get_chunk_data}; - use crate::graph::Graph; - use crate::levenshtein_functions; - use crate::{hash, ChunkType, SBCHash, SBCMap}; - use chunkfs::{Database, ScrubMeasurements}; - use fastcdc::v2016::FastCDC; - use std::collections::HashMap; - use std::fs; - use std::fs::File; - use std::io::{BufReader, Read}; - use std::time::Instant; - - const PATH: &str = "runner/files/test1.txt"; - - #[test] - fn test_data_recovery() -> Result<(), std::io::Error> { - let contents = fs::read(PATH).unwrap(); - let chunks = FastCDC::new(&contents, 1000, 2000, 65536); - let input = File::open(PATH)?; - let mut buffer = BufReader::new(input); - let mut hashmap_with_data = HashMap::new(); - let mut target_map: Box>> = Box::new(SBCMap::new()); - let mut graph = Graph::new(); - let time_start = Instant::now(); - let mut processed_data = 0; - let mut data_left = 0; - let mut count_delta_chunk = 0; - - for chunk in chunks { - let length = chunk.length; - let mut data = vec![0; length]; - buffer.read_exact(&mut data)?; - - let sbc_hash = hash(data.as_slice()); - hashmap_with_data.insert(sbc_hash, data.clone()); - let (target_hash, parent_hash) = graph.add_vertex(sbc_hash); - match target_hash.chunk_type { - ChunkType::Delta => { - let parent_chunk_data = target_map.get(&SBCHash { key : parent_hash, chunk_type : ChunkType::Simple}).unwrap(); - let mut delta_chunk = Vec::new(); - for byte in parent_hash.to_be_bytes() { - delta_chunk.push(byte); - } - for delta_action in - levenshtein_functions::encode(data.as_slice(), parent_chunk_data.as_slice()) - { - for byte in delta_action.to_be_bytes() { - delta_chunk.push(byte); + levenshtein_distance((*data_1).as_slice(), (*data_2).as_slice()); } + Data::TargetChunk(_) => {} } - let _ = target_map.insert(target_hash, delta_chunk); - processed_data += data.len(); - } - ChunkType::Simple => { - let _ = target_map.insert(target_hash, data.clone()); - data_left += data.len(); } + Data::TargetChunk(_) => {} } - // let sbc_hash = hash(bytes.as_slice()); - // datas.insert(sbc_hash, bytes.clone()); - // let _ = target_map.insert( - // SBCHash { - // key: sbc_hash, - // chunk_type: ChunkType::Simple, - // }, - // bytes, - // ); - // keys.push(sbc_hash); } - // - // let modified_clusters = graph.update_graph_based_on_the_kraskal_algorithm(keys.as_slice()); - // encode_map(&mut graph, &mut target_map, &modified_clusters); - // - // for (key, data) in hashmap_with_data.iter() { - // if graph.vertices.get(key).unwrap().parent == *key { - // data_left += data.len(); - // } else { - // processed_data += data.len(); - // } - // } - let running_time = time_start.elapsed(); - for (key, data_in_hashmap) in hashmap_with_data { - if target_map.contains(&SBCHash { - key, - chunk_type: ChunkType::Delta, - }) { - count_delta_chunk += 1; - } - let recover_data = get_chunk_data(&target_map, key); - assert_eq!(recover_data, data_in_hashmap); + if sum_dist_for_chunk < min_sum_dist { + leader_hash = *hash_1; + leader_data = match data_container_1.extract() { + Data::Chunk(data) => data.clone(), + Data::TargetChunk(_) => Vec::new(), + }; + min_sum_dist = sum_dist_for_chunk } - assert!(count_delta_chunk > 0); - - ScrubMeasurements { - processed_data, - running_time, - data_left, - }; - Ok(()) } + (leader_hash,leader_data) } diff --git a/src/graph.rs b/src/graph.rs index 7e1d60e..44b31e0 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,7 +1,6 @@ -use crate::{ChunkType, SBCHash}; use std::collections::HashMap; -const MAX_WEIGHT_EDGE: u32 = 1 << 10; +const MAX_WEIGHT_EDGE: u32 = 1 << 15; pub struct Vertex { pub(crate) parent: u32, @@ -16,65 +15,17 @@ impl Vertex { } } -#[allow(dead_code)] -struct Edge { - weight: u32, - hash_chunk_1: u32, - hash_chunk_2: u32, -} - pub struct Graph { pub(crate) vertices: HashMap, } impl Graph { - #[allow(dead_code)] pub fn new() -> Graph { Graph { vertices: HashMap::new(), } } - fn union_set(&mut self, hash_set_1: u32, hash_set_2: u32) { - let hash_vertex_1 = self.vertices.get_key_value(&hash_set_1).unwrap(); - let hash_vertex_2 = self.vertices.get_key_value(&hash_set_2).unwrap(); - let rank = hash_vertex_2.1.rank + hash_vertex_1.1.rank; - let hash_1 = *hash_vertex_1.0; - let hash_2 = *hash_vertex_2.0; - - if hash_vertex_1.1.rank < hash_vertex_2.1.rank { - self.vertices.insert( - hash_2, - Vertex { - parent: hash_2, - rank, - }, - ); - self.vertices.insert( - hash_1, - Vertex { - parent: hash_2, - rank, - }, - ); - } else { - self.vertices.insert( - hash_1, - Vertex { - parent: hash_1, - rank, - }, - ); - self.vertices.insert( - hash_2, - Vertex { - parent: hash_1, - rank, - }, - ); - } - } - pub fn find_set(&mut self, hash_set: u32) -> u32 { let parent = self.vertices.get(&hash_set).unwrap().parent; let rank = self.vertices.get(&hash_set).unwrap().rank; @@ -87,104 +38,24 @@ impl Graph { hash_set } - pub fn update_graph_based_on_the_kruskal_algorithm( - &mut self, - keys: &[u32], - ) -> HashMap> { - self.add_vertices(keys); - let edges = self.create_edges(keys); - for edge in edges { - let hash_set_1 = self.find_set(edge.hash_chunk_1); - let hash_set_2 = self.find_set(edge.hash_chunk_2); - if hash_set_1 != hash_set_2 { - self.union_set(hash_set_1, hash_set_2); - } - } - let mut clusters = HashMap::new(); - for key in keys { - let leader = self.find_set(*key); - clusters.entry(leader).or_insert(Vec::new()); - } - let mut graph_keys = Vec::new(); - for key in self.vertices.keys() { - graph_keys.push(*key); - } - for hash in graph_keys.iter() { - let leader = self.find_set(*hash); - if self.vertices.contains_key(&leader) { - clusters.get_mut(&leader).unwrap().push(*hash); - } - } - clusters - } - - fn add_vertices(&mut self, keys: &[u32]) { - for key in keys { - self.vertices.insert(*key, Vertex::new(*key)); - } - } - - fn create_edges(&mut self, keys: &[u32]) -> Vec { - let mut edges = Vec::new(); - for hash_1 in keys { - let mut min_dist = u32::MAX; - let mut hash_2 = 0; - for other_hash in *hash_1 - std::cmp::min(*hash_1, MAX_WEIGHT_EDGE) - ..=*hash_1 + std::cmp::min(u32::MAX - *hash_1, MAX_WEIGHT_EDGE) - { - if self.vertices.contains_key(&other_hash) { - let dist = std::cmp::max(hash_2, *hash_1) - std::cmp::min(hash_2, *hash_1); - if dist < min_dist { - min_dist = dist; - hash_2 = other_hash; - } - } - } - if hash_2 == 0 { - continue; - } - edges.push(Edge { - weight: min_dist, - hash_chunk_1: *hash_1, - hash_chunk_2: hash_2, - }) - } - edges - } - - pub fn add_vertex(&mut self, hash: u32) -> (SBCHash, u32) { + pub fn add_vertex(&mut self, hash: u32) -> u32 { let mut min_dist = u32::MAX; let mut parent_hash = hash; - let mut chunk_type = ChunkType::Simple; for other_hash in hash - std::cmp::min(hash, MAX_WEIGHT_EDGE) ..=hash + std::cmp::min(u32::MAX - hash, MAX_WEIGHT_EDGE) { if self.vertices.contains_key(&other_hash) { - let dist = u32::abs_diff(parent_hash, hash); + let dist = u32::abs_diff(other_hash, hash); if dist < min_dist { min_dist = dist; parent_hash = self.find_set(other_hash); - chunk_type = ChunkType::Delta; } else { break; } } } - match chunk_type { - ChunkType::Delta => { - self.vertices.insert(hash, Vertex::new(parent_hash)); - self.vertices.get_mut(&parent_hash).unwrap().rank += 1; - } - ChunkType::Simple => { - self.vertices.insert(hash, Vertex::new(hash)); - } - } - ( - SBCHash { - key: hash, - chunk_type, - }, - parent_hash, - ) + + self.vertices.insert(hash, Vertex::new(parent_hash)); + parent_hash } } diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index 8bdff50..2b09be8 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -22,13 +22,23 @@ pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { delta_code.push(encode_delta_action(Del, y - 1, 0)); y -= 1; } else if matrix[y][x - 1] < matrix[y][x] { - delta_code.push(encode_delta_action(Add, y - 1, data_chunk[x - 1])); + delta_code.push(encode_delta_action(Add, y, data_chunk[x - 1])); x -= 1; } else { x -= 1; y -= 1; } } + while x > 0 && matrix[y][x - 1] < matrix[y][x] { + delta_code.push(encode_delta_action(Add, y, data_chunk[x - 1])); + x -= 1; + } + + while y > 0 && matrix[y - 1][x] < matrix[y][x] { + delta_code.push(encode_delta_action(Del, y - 1, 0)); + y -= 1; + } + delta_code } @@ -74,3 +84,72 @@ fn encode_delta_action(action: Action, index: usize, byte_value: u8) -> u32 { code += index as u32; code } + + +#[cfg(test)] +mod test { + use crate::levenshtein_functions; + use chunkfs::{Database}; + use crate::levenshtein_functions::Action; + + const PATH: &str = "runner/files/test1.txt"; + + #[test] + fn test_chunk_recovery() { + let parent_chunk_data = vec![208u8, 10, 209, 231, 106, ]; //11, 0, 91, 47, 251, 176, 255, 205, 9, 133, 241, 99, 199, 99, 53, 179, 30, 181, 160, 236, 9, 39, 97, 135, 189, 116, 145, 93, 221, 182, 65, 183, 104, 235, 72, 45, 204, 191, 10, 171, 222, 219, 152, 62, 6, 247, 199, 88, 125, 35, 119, 147, 62, 38, 57, 58, 19, 61, 189, 88, 7, 251, 84, 153, 25, 6, 90, 144, 194, 135, 234, 190, 113, 209, 208, 58, 157, 16, 10, 86, 250, 98, 93, 207, 129, 150, 76, 94, 56, 52, 118, 204, 98, 123, 148, 71, 110, 4, 98, 98, 29, 215, 126, 95, 169, 54, 156, 150, 149, 124, 174, 249, 168, 161, 76, 225, 244, 173, 182, 150, 225, 139, 107, 211, 191, 201, 161, 198, 75, 107, 107, 81, 130, 167, 183, 213, 216, 238, 242, 25, 35, 30, 53, 159, 167, 60, 148, 1, 84, 16, 54, 216, 251, 103, 97, 249, 227, 113, 143, 14, 16, 231, 162, 71, 122, 198, 70, 81, 65, 135, 23, 180, 95, 32, 53, 95, 83, 234, 123, 3, 158, 55, 164, 14, 238, 36, 239, 58, 154, 48, 0, 152, 242, 94, 23, 38, 230, 111, 219, 113, 163, 17, 61, 58, 47, 105, 64, 72, 190, 253, 39, 187, 9, 124, 53, 63, 111, 153, 7, 48, 193, 215, 178, 51, 80, 230, 216, 196, 18, 73, 84, 29, 191, 102, 191, 43, 14, 217, 30, 158, 130, 159, 38, 29, 53, 73, 87, 130, 98, 83, 29, 13, 24, 41, 62, 215, 234, 226, 187, 195, 104, 17, 173, 251, 54, 204, 13, 249, 238, 57, 163, 40, 151, 106, 5, 232, 162, 48, 41, 160, 26, 199, 121, 72, 53, 102, 191, 22, 71, 104, 17, 200, 36, 9, 43, 169, 100, 72, 164, 186, 118, 199, 24, 106, 5, 113, 162, 55, 81, 7, 26, 113, 244, 61, 65, 237, 141, 116, 23, 194, 90, 117, 43, 174, 34, 95, 102, 243, 224, 190, 128, 72, 25, 102, 131, 94, 82, 4, 113, 87, 178, 199, 99, 160, 147, 137, 208, 19, 82, 29, 35, 67, 20, 180, 124, 164, 18, 73, 7, 118, 254, 25, 197, 225, 79, 36, 176, 103, 80, 23, 123, 68, 166, 89, 210, 156, 80, 200, 70, 173, 170, 184, 5, 108, 181, 164, 236, 178, 146, 108, 63, 239, 166, 245, 141, 136, 45, 179, 183, 83, 162, 18, 54, 91, 165, 126, 242, 202, 157, 170, 133, 35, 113, 7, 131, 141, 9, 15, 95, 253, 161, 14, 92, 127, 2, 186, 165, 133, 23, 250, 177, 107, 48, 32, 202, 69, 143, 48, 128, 87, 77, 81, 96, 30, 231, 185, 40, 78, 174, 44, 126, 64, 93, 188, 201, 38, 46, 148, 219, 172, 96, 72, 4, 73, 125, 25, 191, 138, 148, 65, 209, 143, 99, 215, 165, 154, 183, 2, 6, 125, 126, 145, 45, 234, 64, 247, 139, 235, 71, 135, 70, 36, 233, 93, 43, 83, 55, 222, 155, 41, 134, 61, 46, 32, 42, 103, 101, 238, 213, 248, 42, 28, 131, 100, 153, 247, 40, 129, 57, 187, 254, 235, 21, 3, 242, 78, 145, 191, 9, 102, 67, 168, 181, 33, 64, 167, 209, 13, 194, 143, 43, 178, 124, 81, 150, 84, 70, 225, 159, 98, 123, 80, 224, 104, 129, 55, 70, 79, 158, 132, 221, 166, 28, 88, 62, 219, 37, 204, 163, 56, 120, 101, 48, 155, 22, 186, 34, 83, 131, 36, 116, 203, 121, 47, 80, 50, 72, 97, 87, 151, 122, 245, 109, 146, 216, 110, 251, 0, 13, 105, 84, 111, 108, 219, 131, 200, 77, 129, 160, 107, 206, 31, 90, 206, 253, 23, 152, 252, 121, 218, 35, 216, 185, 71, 226, 159, 188, 196, 241, 251, 178, 105, 199, 66, 113, 170, 27, 42, 84, 214, 238, 200, 133, 177, 119, 11, 37, 14, 190, 226, 162, 227, 68, 181, 84, 69, 41, 46, 16, 198, 51, 176, 21, 53, 166, 2, 189, 174, 118, 214, 157, 13, 143, 56, 6, 78, 250, 205, 163, 6, 241, 0, 232, 33, 110, 203, 38, 102, 20, 216, 132, 185, 159, 20, 11, 222, 38, 171, 58, 231, 60, 162, 171, 75, 6, 234, 226, 89, 107, 128, 52, 145, 215, 122, 131, 220, 57, 182, 47, 231, 223, 45, 144, 243, 120, 74, 219, 191, 152, 89, 55, 183, 132, 4, 205, 136, 200, 177, 187, 232, 162, 44, 157, 26, 239, 74, 34, 79, 160, 217, 152, 194, 54, 159, 156, 15, 13, 76, 240, 103, 134, 177, 156, 8, 96, 65, 102, 36, 228, 68, 247, 194, 152, 106, 233, 49, 92, 176, 249, 101, 52, 95, 74, 86, 99, 207, 118, 148, 191, 182, 0, 71, 27, 197, 126, 24, 156, 26, 167, 33, 11, 143, 19, 156, 98, 225, 194, 225, 198, 250, 5, 253, 9, 124, 37, 170, 116, 253, 197, 60, 8, 79, 143, 233, 146, 141, 158, 3, 117, 204, 164, 229, 46, 41, 0, 117, 134, 175, 147, 108, 72, 154, 41, 224, 64, 41, 207, 219, 19, 228, 5, 2, 57, 246, 134, 35, 226, 248, 88, 138, 161, 120, 120, 237, 134, 249, 93, 157, 57, 74, 188, 97, 162, 150, 211, 241, 120, 183, 185, 9, 150, 57, 67, 68, 149, 156, 146, 117, 161, 177, 148, 159, 6, 216, 35, 253, 123, 89, 104, 195, 102, 235, 189, 177, 19, 90, 37, 92, 70, 252, 189, 53, 48, 158, 172, 143, 50, 170, 54, 49, 226, 48, 177, 189, 238, 12, 222, 203, 205, 59, 200, 252, 183, 128, 226, 158, 40, 207, 19, 139, 227, 166, 27, 215, 193, 197, 23, 220, 233, 126, 217, 207, 186, 24, 171, 35, 181, 213, 69, 142, 88, 130, 81, 249, 85, 223, 22, 236, 248, 69, 171, 238, 179, 84, 159, 31, 82, 244, 33, 114, 144, 50, 217, 193, 9, 91, 39, 47, 27, 114, 138, 147, 37, 136, 54, 136, 136, 214, 157, 31, 237, 70, 255, 37, 36, 175, 148, 225, 182, 39, 253, 198, 124, 40, 176, 133, 217, 198, 192, 83, 156, 130, 56, 134, 171, 162, 72, 19, 80, 84, 238, 154, 212, 8, 72, 98, 201, 152, 106, 175, 153, 116, 114, 95, 56, 94, 167, 142, 89, 12, 227, 45, 220, 239, 207, 209, 34, 0, 122, 59, 139, 211, 178, 20, 40, 120, 176, 179, 11, 175, 253, 6, 143, 115, 44, 96, 159, 19, 46, 106, 33, 202, 40, 19, 234, 77, 80, 134, 145, 127, 187, 89, 82, 121, 79, 86, 181, 140, 93, 104, 167, 80, 214, 224, 102, 141, 169, 159, 2, 15, 239, 73, 227, 161, 7, 244, 127, 242, 144, 189, 24, 158, 108, 216, 56, 16, 106, 97, 22, 140, 49, 20, 130, 220, 188, 37, 152, 223, 213, 54, 71, 34, 124, 93, 175, 146, 194, 231, 64, 137, 28, 247, 52, 110, 118, 184, 55, 116, 163, 41, 162, 103, 180, 11, 74, 3, 68, 110, 94, 175, 197, 195, 177, 255, 125, 239, 214, 190, 44, 62, 146, 244, 116, 231, 7, 151, 217, 211, 172, 213, 225, 123, 192, 22, 200, 188, 183, 95, 8, 234, 18, 235, 112, 153, 207, 160, 184, 142, 98, 145, 73, 247, 146, 251, 27, 13, 250, 131, 237, 107, 242, 208, 10, 70, 66, 233, 180, 159, 138, 23, 195, 63, 56, 245, 254, 23, 162, 135, 184, 111, 116, 95, 211, 118, 27, 48, 157, 181, 30, 115, 89, 243, 114, 11, 217, 205, 173, 203, 207, 62, 108, 248, 24, 250, 226, 232, 183, 169, 72, 73, 156, 216, 104, 223, 61, 203, 208, 38, 79, 15, 75, 127, 72, 141, 183, 198, 91, 134, 151, 144, 58, 186, 216, 103, 3, 254, 32, 254, 173, 196, 17, 132, 171, 72, 191, 104, 76, 233, 227, 255, 181, 226, 142, 2, 137, 223, 29, 70, 250, 103, 136, 184, 120, 106, 10, 217, 145, 152, 178, 221, 200, 74, 65, 43, 236, 200, 2, 99, 41, 252, 195, 64, 69, 120, 171, 48, 238, 164, 216, 138, 73, 12, 86, 182, 60, 141, 100, 21, 226, 234, 201, 191, 255, 235, 119, 184, 100, 109, 251, 64, 61, 244, 136, 89, 226, 78, 140, 84, 34, 231, 131, 101, 211, 158, 172, 171, 31, 43, 53, 236, 111, 3, 2, 102, 158, 70, 56, 203, 235, 50, 74, 89, 223, 34, 4, 104, 84, 165, 203, 88, 163, 94, 58, 76, 211, 123, 204, 117, 169, 250, 209, 4, 194, 100, 138, 193, 206, 81, 173, 235, 185, 8, 106, 206, 38, 68, 226, 196, 66, 117, 17, 28, 147, 172, 74, 235, 41, 129, 237, 189, 178, 35, 92, 253, 20, 4, 238, 254, 169, 232, 243, 56, 155, 33, 7, 19, 60, 141, 211, 158, 82, 188, 106, 250, 166, 1, 223, 124, 85, 90, 121, 89, 250, 104, 198, 244, 123, 19, 66, 81, 127, 185, 8, 129, 198, 41, 89, 62, 57, 138, 14, 7, 228, 226, 31, 26, 1, 53, 152, 123, 229, 76, 224, 152, 158, 19, 132, 75, 48, 205, 74, 3, 88, 205, 185, 82, 22, 57, 70, 235, 224, 207, 94, 116, 115, 216, 34, 161, 225, 128, 163, 25, 58, 177, 223, 197, 67, 146, 243, 137, 199, 130, 77, 209, 119, 213, 88, 239, 115, 6, 126, 78, 137, 235, 10, 130, 157, 35, 228, 37, 11, 185, 199, 58, 237, 239, 88, 46, 152, 167, 63, 29, 117, ]; + let data = vec![134u8, 69, 116, 85, 92, 21, 249, 94, ]; //, 121, 199, 84, 254, 215, 68, 97, 101, 57, 224, 75, 176, 124, 112, 111, 25, 162, 152, 186, 241, 85, 210, 0, 95, 248, 68, 241, 4, 192, 99, 99, 191, 200, 66, 66, 236, 192, 149, 141, 60, 231, 250, 70, 31, 205, 175, 125, 131, 9, 69, 233, 58, 14, 170, 18, 191, 190, 161, 84, 217, 155, 193, 251, 0, 21, 154, 43, 241, 148, 22, 222, 34, 107, 77, 96, 213, 247, 8, 61, 205, 180, 69, 104, 124, 205, 20, 241, 17, 26, 110, 66, 97, 220, 109, 99, 238, 150, 144, 20, 237, 104, 135, 196, 175, 131, 9, 189, 152, 242, 119, 229, 73, 6, 23, 33, 11, 63, 40, 247, 237, 235, 8, 39, 35, 146, 70, 205, 183, 160, 31, 179, 205, 106, 149, 8, 207, 196, 67, 81, 141, 159, 46, 114, 224, 141, 2, 151, 103, 177, 131, 248, 205, 85, 153, 75, 46, 128, 112, 113, 16, 223, 32, 156, 108, 245, 183, 174, 168, 75, 211, 85, 196, 78, 251, 107, 139, 28, 117, 192, 33, 254, 182, 94, 6, 75, 156, 0, 51, 55, 42, 5, 91, 2, 151, 153, 139, 58, 254, 150, 209, 213, 124, 62, 44, 247, 204, 146, 232, 207, 24, 77, 172, 223, 94, 248, 248, 110, 22, 29, 29, 44, 144, 128, 252, 164, 183, 167, 183, 131, 61, 27, 137, 255, 105, 26, 158, 71, 132, 240, 21, 15, 42, 22, 151, 118, 85, 30, 253, 17, 37, 106, 216, 14, 117, 123, 68, 138, 183, 179, 180, 174, 10, 58, 76, 78, 111, 172, 182, 241, 187, 175, 90, 212, 100, 78, 4, 167, 195, 90, 118, 216, 211, 33, 162, 89, 88, 253, 75, 69, 5, 201, 42, 216, 60, 139, 155, 253, 156, 145, 147, 101, 147, 41, 219, 69, 39, 158, 146, 206, 58, 208, 127, 203, 234, 228, 201, 241, 107, 108, 131, 166, 192, 135, 129, 213, 136, 135, 166, 117, 209, 183, 212, 158, 222, 202, 249, 150, 40, 229, 25, 68, 187, 64, 199, 103, 65, 94, 129, 183, 131, 227, 204, 12, 5, 2, 138, 246, 235, 55, 201, 121, 147, 231, 173, 214, 158, 108, 150, 80, 201, 253, 175, 77, 63, 66, 156, 154, 198, 108, 164, 74, 105, 71, 117, 84, 78, 32, 47, 244, 83, 41, 8, 150, 24, 54, 101, 20, 157, 25, 24, 186, 47, 236, 42, 253, 21, 134, 52, 250, 41, 103, 31, 63, 20, 117, 26, 70, 167, 13, 86, 83, 79, 111, 106, 246, 195, 19, 62, 118, 111, 186, 45, 155, 76, 4, 75, 193, 39, 26, 140, 19, 82, 155, 63, 17, 86, 58, 15, 103, 179, 19, 132, 82, 140, 52, 129, 167, 34, 245, 78, 198, 85, 243, 174, 167, 95, 192, 224, 34, 239, 194, 48, 131, 229, 152, 163, 5, 124, 102, 149, 244, 105, 120, 165, 132, 203, 115, 85, 201, 21, 9, 201, 236, 184, 44, 204, 128, 44, 253, 151, 252, 73, 26, 86, 195, 205, 140, 190, 183, 26, 17, 84, 109, 116, 71, 218, 170, 118, 79, 208, 68, 94, 226, 166, 80, 113, 58, 79, 94, 10, 153, 253, 199, 165, 114, 64, 126, 93, 242, 168, 189, 10, 52, 179, 184, 126, 168, 201, 38, 103, 22, 97, 166, 197, 88, 129, 190, 110, 70, 90, 25, 131, 6, 82, 191, 24, 123, 191, 50, 87, 242, 45, 165, 59, 86, 66, 29, 220, 189, 154, 25, 10, 73, 34, 15, 167, 123, 221, 127, 13, 137, 96, 46, 31, 41, 28, 53, 106, 164, 212, 60, 25, 217, 23, 62, 102, 127, 126, 248, 146, 72, 137, 158, 13, 7, 116, 38, 135, 87, 93, 32, 110, 71, 239, 14, 175, 199, 54, 172, 78, 96, 105, 160, 47, 251, 77, 14, 45, 100, 77, 216, 128, 224, 211, 102, 4, 3, 6, 46, 6, 190, 106, 226, 22, 1, 38, 193, 12, 0, 61, 64, 151, 169, 180, 240, 46, 223, 59, 111, 89, 246, 81, 30, 152, 112, 48, 140, 66, 69, 47, 0, 237, 226, 47, 17, 66, 248, 78, 111, 167, 29, 239, 193, 154, 190, 127, 45, 65, 55, 224, 153, 22, 33, 224, 200, 209, 18, 246, 78, 172, 48, 37, 120, 227, 254, 203, 198, 195, 62, 163, 175, 62, 182, 110, 237, 0, 89, 183, 121, 112, 27, 235, 157, 104, 104, 254, 46, 88, 79, 189, 9, 64, 164, 14, 28, 37, 16, 122, 85, 130, 216, 252, 120, 31, 145, 7, 243, 194, 241, 120, 252, 208, 214, 68, 172, 30, 113, 184, 190, 32, 122, 232, 13, 63, 87, 200, 163, 195, 224, 118, 171, 121, 110, 232, 25, 15, 148, 137, 96, 68, 57, 145, 250, 47, 191, 2, 62, 13, 236, 197, 99, 201, 104, 57, 57, 12, 232, 212, 97, 109, 54, 117, 101, 182, 153, 52, 181, 153, 87, 222, 240, 153, 27, 8, 53, 125, 7, 57, 107, 26, 91, 237, 167, 125, 180, 132, 140, 128, 108, 201, 21, 12, 56, 30, 148, 78, 127, 130, 17, 43, 93, 70, 247, 175, 242, 1, 207, 37, 120, 123, 185, 17, 147, 27, 76, 238, 3, 40, 232, 160, 170, 193, 51, 186, 4, 139, 59, 205, 217, 188, 111, 114, 71, 22, 247, 115, 10, 124, 143, 221, 234, 108, 159, 52, 174, 48, 77, 196, 98, 16, 234, 168, 121, 4, 65, 165, 70, 183, 225, 80, 124, 48, 55, 26, 209, 176, 99, 133, 9, 101, 164, 234, 14, 163, 91, 102, 218, 111, 108, 179, 204, 29, 140, 147, 18, 104, 111, 167, 164, 28, 172, 11, 129, 255, 161, 255, 57, 147, 218, 61, 115, 179, 38, 222, 205, 216, 62, 25, 2, 176, 116, 36, 71, 206, 46, 237, 141, 131, 231, 5, 199, 221, 51, 139, 153, 144, 206, 91, 90, 188, 22, 63, 140, 211, 140, 10, 160, 242, 6, 87, 73, 175, 17, 1, 158, 240, 203, 32, 68, 102, 68, 211, 189, 80, 225, 3, 197, 151, 157, 55, 177, 14, 153, 14, 211, 108, 195, 102, 14, 118, 137, 150, 126, 143, 92, 66, 145, 22, 105, 51, 239, 83, 235, 74, 59, 209, 60, 207, 141, 66, 147, 125, 176, 196, 104, 22, 208, 96, 65, 26, 4, 56, 166, 184, 254, 48, 163, 145, 254, 26, 219, 106, 142, 117, 26, 177, 94, 122, 210, 133, 49, 24, 185, 37, 76, 113, 100, 35, 11, 254, 94, 78, 142, 64, 211, 213, 55, 246, 166, 29, 63, 11, 54, 144, 134, 163, 166, 212, 100, 236, 13, 190, 89, 228, 59, 239, 255, 132, 87, 86, 154, 156, 216, 51, 192, 189, 36, 62, 27, 246, 116, 169, 125, 57, 71, 200, 80, 157, 103, 134, 12, 221, 12, 18, 163, 171, 227, 177, 171, 175, 61, 206, 228, 204, 133, 211, 26, 50, 234, 241, 233, 144, 130, 169, 142, 27, 103, 202, 214, 208, 83, 240, 77, 236, 204, 188, 73, 10, 55, 36, 72, 243, 75, 206, 144, 214, 250, 231, 53, 199, 25, 70, 144, 24, 28, 114, 148, 14, 119, 68, 59, 201, 119, 9, 149, 148, 213, 240, 71, 179, 162, 108, 101, 140, 143, 104, 21, 234, 197, 26, 244, 224, 2, 72, 90, 238, 222, 53, 169, 174, 132, 165, 112, 207, 86, 145, 142, 83, 76, 195, 26, 55, 117, 141, 163, 56, 94, 24, 172, 226, 24, 207, 218, 188, 125, 86, 139, 247, 144, 244, 179, 159, 104, 227, 247, 79, 235, 44, 5, 229, 213, 68, 254, 14, 224, 203, 247, 165, 75, 73, 77, 138, 9, 15, 145, 211, 155, 50, 41, 96, 239, 102, 68, 244, 210, 244, 238, 133, 5, 102, 116, 156, 184, 238, 5, 55, 153, 206, 157, 178, 226, 209, 229, 36, 157, 51, 95, 221, 136, 193, 190, 121, 170, 19, 253, 78, 173, 63, 21, 214, 0, 172, 50, 200, 84, 182, 156, 75, 138, 124, 156, 140, 8, 167, 64, 88, 13, 157, 178, 46, 236, 218, 202, 170, 51, 159, 229, 86, 50, 199, 41, 36, 255, 249, 99, 117, 185, 179, 18, 105, 163, 129, 45, 219, 76, 18, 152, 254, 200, 190, 213, 67, 230, 42, 170, 118, 139, 57, 7, 229, 244, 32, 151, 158, 200, 94, 69, 25, 107, 175, 106, 208, 16, 55, 77, 227, 11, 126, 163, 28, 96, 84, 61, 65, 188, 148, 60, 123, 188, 87, 167, 181, 159, 25, 191, 64, 175, 54, 250, 98, 145, 21, 62, 60, 167, 48, 68, 254, 63, 230, 170, 206, 126, 202, 12, 30, 201, 199, 255, 80, 18, 19, 196, 64, 94, 68, 50, 150, 116, 186, 120, 74, 137, 124, 132, 186, 48, 80, 205, 130, 164, 160, 141, 48, 36, 254, 129, 86, 222, 194, 129, 139, 232, 40, 121, 110, 126, 42, 120, 202, 153, 130, 93, 97, 14, 61, 62, 191, 57, 88, 251, 167, 154, 156, 94, 65, 126, 136, 251, 29, 58, 252, 200, 203, 251, 6, 151, 1, 209, 3, 136, 145, 153, 89, 41, 59, 42, 39, 11, 201, 47, 135, 206, 214, 21, 41, 184, 170, 232, 38, 64, 222, 1, 144, 96, 38, 246, 234, 191, 122, 244, 171, 39, 178, 2, 70, 214, 66, 6, 45, 114, 246, 252, 250, 49, 30, 152, 243, 209, 197, 63, 102, 9, 230, 119, 107, 26, 195, 228, 187, 43, 51, 10, 231, 141, 112, 141, 116, 23, 156, 246, 44, 210, 97, 172, 110, 180, 12, 251, 176, 160, 27, 74, 245, 15, 173, 115, 54, 193, 219, 102, 108, 54, 27, 43, 100, 224, 242, 198, 97, 37, 202, 122, 178, 224, 116, 70, 250, 81, 68, 48, 7, 23, 4, 155, 236, 242, 88, 62, 16, 62, 46, 60, 68, 207, 118, 235, 236, 211, 207, 174, 145, 187, 241, 210, 56, 242, 238, 13, 219, 33, 192, 117, 173, 210, 103, 144, 201, 136, 203, 26, 189, 179, 8, 182, 171, 151, 170, 153, 95, 226, 49, 180, 223, 176, 209, 77, 115, 188, 217, 216, 117, 5, 14, 101, 201, 171, 190, 253, 161, 162, 238, 185, 113, 149, 143, 45, 68, 111, 3, 220, 60, 191, 204, 66, 56, 27, 13, 139, 204, 66, 25, 20, 77, 221, 74, 230, 45, 239, 106, 213, 96, 8, 190, 73, 209, 200, 172, 148, 227, 6, 67, 229, 224, 56, 5, 241, 177, 165, 76, 8, 153, 84, 107, 7, 179, 204, 24, 127, 134, 81, 229, 252, 181, 249, 159, 254, 116, 99, 201, 53, 93, 78, 26, 86, 236, 53, 245, 95, 62, 89, 16, 58, 211, 113, 131, 214, 50, 171, 134, 1, 29, 154, 209, 2, 3, 63, 246, 66, 236, 100, 222, 21, 225, 115, 163, 185, 245, 230, 147, 170, 177, 88, 0, 25, 199, 230, 159, 170, 244, 53, 5, 42, 71, 232, 199, 136, 124, 55, 13, 0, 29, 71, 178, 183, 129, 204, 162, 214, 135, 116, 190, 247, 44, 7, 100, 252, 64, 238, 94, 227, 157, 0, 44, 110, 56, 138, 193, 42, 230, 181, 147, 208, 52, 59, 39, 68, 227, 231, 92, 175, 70, 59, 214, 110, 61, 56, 105, 162, 115, 129, 140, 163, 19, 178, 98, 139, 105, 151, 247, 193, 14, 75, 139, 27, 17, 127, 7, 235, 100, 116, 81, 31, 255, 218, 35, 217, 112, 69, 51, 18, 120, 194, 124, 216, 98, 30, 104, 218, 56, 160, 252, 245, 105, 145, 59, 108, 138, 108, 244, 177, 105, 82, 11, 181, 139, 121, 111, 143, 56, 111, 217, 95, 136, 1, 120, 223, 252, 242, 248, 186, 184, 246, 230, 223, 134, 73, 243, 55, 19, 103, 77, 245, 91, 107, 183, 175, 156, 8, 163, 57, 37, 18, 204, 197, 250, 45, 215, 59, 210, 138, 159, 224, 49, 20, 163, 161, 82, 133, 60, 51, 109, 111, 210, 239, 67, 31, 111, 240, 130, 38, 63, 203, 65, 64, 184, 246, 139, 115, 128, 127, 46, 61, 61, 178, 89, 215, 250, 222, 90, 239, 214, 113, 249, 182, 247, 216, 197, 47, 245, 103, 21, 205, 24, 226, 237, 22, 59, 136, 62, 51, 255, 153, 147, 118, 94, 105, 43, 40, 176, 31, 98, 101, 177, 41, 243, 151, 19, 162, 107, 243, 160, 54, 225, 162, 9, 165, 213, 210, 181, 227, 61, 174, 20, 149, 218, 111, 10, 245, 230, 139, 76, 242, 26, 144, 150, 241, 87, 132, 154, 64, 237, 31, 141, 9, 119, 173, 95, 49, 95, 33, 214, 221, 197, 29, 9, 88, 142, 237, 237, 119, 252, 132, 94, 68, 253, 191, 100, 38, 111, 126, 202, 142, 7, 10, 86, 133, 215, 14, 222, 21, 85, 236, 23, 123, 206, 10, 132, 43, 137, 148, 121, 158, 189, 87, 154, 64, 53, 180, 23, 162, 104, 14, 228, 122, 83, 76, 83, 130, 66, 137, 9, 205, 94, 48, 61, 37, 182, 20, 6, 48, 16, 152, 162, 127, 200, 129, 19, 243, 178, 140, 186, 248, 118, 56, 192, 102, 129, 252, 83, 89, 113, 46, 161, 220, 163, 1, 141, 129, 80, 11, 122, 142, 166, 42, 213, 61, 241, 154, 150, 107, 60, 170, 79, 175, 28, 228, 68, 144, 215, 193, 157, 217, 186, 92, 75, 129, 234, 44, 92, 224, 121, 139, 208, 140, 72, 90, 119, 24, 191, 29, 191, 119, 239, 244, 51, 186, 3, 191, 209, 31, 211, 63, 36, 72, 186, 63, 59, 130, 169, 124, 217, 189, 169, 24, 109, 188, 124, 252, 71, 2, 88, 40, 124, 136, 118, 254, 160, 0, 123, 49, 154, 59, 103, 54, 19, 86, 171, 253, 11, 165, 227, 34, 195, 105, 158, 202, 12, 67, 6, 243, 203, 102, 62, 227, 128, 87, 69, 131, 191, 47, 221, 49, 210, 59, 86, 23, 93, 120, 107, 16, 216, 239, 216, 133, 217, 36, 97, 251, 159, 176, 178, 48, 167, 149, 150, 210, 193, 201, 61, 119, 34, 152, 7, 177, 176, 100, 14, 141, 112, 223, 152, 126, 77, 197, 198, 1, 152, 176, 88, 26, 144, 53, 155, 199, 22, 43, 100, 233, 82, 190, 136, 84, 176, 51, 80, 69, 153, 62, 119, 194, 190, 3, 60, 66, 157, 9, 30, 8, 22, 228, 2, 16, 143, 247, 63, 201, 196, 31, 219, 240, 64, 71, 219, 66, 72, 159, 16, 169, 22, 137, 32, 219, 228, 66, 169, 253, 77, 239, 214, 95, 171, 240, 218, 88, 52, 10, 209, 8, 3, 167, 130, 135, 101, 127, 138, 249, 36, 19, 113, 234, 190, 38, 101, 75, 20, 13, 49, 199, 7, 192, 83, 185, 237, 168, 247, 124, 244, 126, 177, 119, 219, 65, 74, 7, 218, 133, 103, 100, 130, 86, 183, 142, 49, 211, 137, 56, 101, 220, 233, 32, 248, 184, 254, 149, 166, 91, 5, 128, 83, 134, 153, 108, 137, 205, 51, 205, 144, 115, 15, 199, 62, 36, 0, 63, 228, 235, 62, 78, 172, 128, 116, 245, 59, 240, 141, 199, 171, 16, 127, 105, 75, 128, 207, 231, 93, 129, 16, 54, 186, 65, 220, 155, 165, 251, 202, 28, 232, 16, 237, 175, 228, 227, 10, 193, 28, 128, 85, 207, 250, 218, 177, 163, 51, 219, 252, 65, 44, 9, 72, 96, 229, 68, 25, 87, 210, 130, 128, 45, 17, 58, 51, 67, 230, 58, 200, 79, 103, 117, 119, 94, 36, 74, 158, 161, 242, 254, 79, 170, 139, 236, 173, 4, 180, 213, 151, 112, 76, 214, 61, 222, 175, 217, 2, 244, 218, 62, 9, 38, 252, 56, 66, 146, 9, 159, 136, 39, 133, 157, 126, 219, 122, 139, 242, 123, 197, 52, 244, 97, 38, 180, 242, 57, 45, 114, 248, 199, 62, 250, 58, 142, 253, 232, 137, 166, 138, 46, 252, 233, 76, 194, 57, 169, 235, 69, 90, 133, 204, 49, 191, 122, 149, 222, 14, 22, 208, 89, 30, 165, 5, 210, 89, 252, 108, 23, 218, 90, 245, 200, 248, 97, 53, 217, 194, 210, 255, 193, 76, 0, 160, 114, 20, 225, 108, 17, 232, 72, 117, 15, 132, 66, 173, 251, 248, 234, 118, 150, 129, 54, 141, 20, 32, 208, 209, 77, 195, 217, 215, 66, 35, 158, 90, 64, 112, 187, 104, 169, 160, 205, 7, 108, 185, 203, 117, 156, 15, 231, 224, 115, 12, 161, 254, 90, 108, 124, 227, 170, 182, 37, 89, 95, 127, 121, 231, 114, 217, 193, 74, 88, 148, 251, 107, 36, 29, 143, 34, 110, 33, 106, 13, 187, 24, 137, 210, 140, 104, 234, 104, 158, 110, 161, 152, 216, 122, 124, 100, 110, 149, 193, 224, 207, 213, 153, 59, 49, 229, 219, 50, 141, 113, 144, 197, 120, 187, 170, 102, 167, 203, 2, 223, 165, 172, 4, 100, 114, 189, 141, 76, 206, 28, 115, 86, 246, 211, 25, 135, 221, 76, 190, 60, 68, 68, 247, 145, 78, 18, 183, 237, 76, 16, 152, 201, 175, 91, 117, 55, 53, 229, 8, 148, 117, 22, 70, 185, 78, 3, 211, 171, 198, 206, 85, 134, 204, 76, 56, 103, 38, 32, 252, 222, 106, 46, 43, 223, 8, 170, 142, 253, 202, 101, 120, 217, 199, 175, 192, 199, 216, 21, 82, 239, 108, 75, 25, 221, 188, 202, 178, 233, 216, 24, 107, 216, 127, 12, 129, 5, 234, 90, 180, 156, 6, 119, 169, 5, 9, 144, 29, 216, 38, 102, 198, 176, 138, 59, 1, 231, 231, 80, 91, 156, 255, 113, 244, 163, 230, 96, 34, 221, 7, 242, 40, 153, 249, 164, 231, 149, 223, 49, 239, 11, 167, 241, 41, 229, 89, 62, 206, 10, 141, 15, 86, 45, 3, 96, 234, 172, 36, 141, 161, 123, 238, 38, 224, 219, 22, 98, 52, 187, 28, 33, 66, 209, 3, 1, 21, 235, 68, 165, 52, 122, 168, 51, 188, 118, 73, 192, 120, 5, 226, 126, 237, 6, 48, 180, 62, 46, 157, 45, 102, 84, 141, 174, 195, 182, 198, 244, 244, 71, 111, 38, 241, 119, 188, 228, 242, 135, 235, 222, 124, 78, 27, 239, 55, 184, 87, 104, 20, 225, 4, 106, 237, 173, 138, 63, 202, 132, 33, 146, 58, 12, 209, 1, 90, 249, 26, 97, 98, 221, 79, 127, 180, 235, 38, 230, 30, 163, 145, 99, 242, 151, 26, 123, 80, 127, 242, 138, 254, 63, 217, 50, 249, 206, 64, 117, 111, 145, 100, 217, 102, 179, 44, 104, 129, 140, 76, 143, 94, 103, 181, 232, 197, 185, 128, 109, 45, 121, 106, 223, 75, 21, 8, 201, 204, 149, 204, 92, 78, 26, 88, 193, 26, 205, 60, 4, 82, 26, 201, 254, 162, 238, 166, 95, 137, 78, 49, 162, 88, 192, 117, 0, 25, 215, 20, 113, 66, 222, 165, 206, 172, 189, 203, 213, 102, 174, 191, 79, 145, 125, 249, 81, 205, 63, 108, 117, 129, 98, 2, 87, 152, 250, 185, 11, 139, 157, 186, 79, 201, 26, 196, 120, 213, 179, 108, 186, 230, 55, 94, 73, 208, 209, 58, 28, 238, 255, 118, 0, 118, 223, 139, 208, 1, 166, 238, 146, 79, 222, 138, 8, 9, 88, 60, 16, 232, 253, 15, 83, 14, 55, 84, 182, 137, 246, 48, 195, 109, 20, 100, 224, 112, 182, 47, 153, 48, 37, 60, 7, 86, 188, 106, 12, 223, 123, 126, 183, 90, 156, 159, 214, 140, 124, 215, 135, 252, 42, 238, 86, 49, 25, 10, 106, 240, 132, 224, 48, 249, 125, 43, 154, 178, 148, 84, 52, 247, 154, 215, 215, 98, 253, 189, 57, 200, 27, 163, 241, 231, 79, 67, 3, 164, 0, 48, 186, 178, 157, 49, 23, 191, 104, 156, 100, 102, 0, 40, 10, 113, 5, 42, 152, 224, 184, 97, 171, 50, 127, 217, 162, 148, 19, 171, 105, 42, 145, 45, 138, 230, 214, 96, 35, 198, 117, 0, 140, 45, 22, 140, 15, 245, 22, 153, 90, 23, 139, 153, 224, 65, 187, 155, 108, 49, 203, 185, 114, 1, 72, 5, 175, 53, 53, 93, 237, 25, 181, 28, 212, 185, 157, 88, 39, 42, 213, 121, 76, 24, 70, 249, 203, 140, 149, 230, 220, 26, 180, 0, 56, 158, 175, 219, ]; + let mut delta_chunk = Vec::new(); + for byte in 2u32.to_be_bytes() { + delta_chunk.push(byte); + } + for delta_action in + levenshtein_functions::encode(data.as_slice(), parent_chunk_data.as_slice()) + { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); + } + } + + let mut buf = [0u8; 4]; + buf.copy_from_slice(&delta_chunk[..4]); + + let parent_hash = u32::from_be_bytes(buf); + let mut data_recovery = parent_chunk_data.clone(); + + let mut byte_index = 4; + while byte_index < delta_chunk.len() { + buf.copy_from_slice(&delta_chunk[byte_index..byte_index + 4]); + let delta_action = u32::from_be_bytes(buf); + + let (action, index, byte_value) = get_delta_action(delta_action); + match action { + Action::Del => { + data_recovery.remove(index); + } + Action::Add => { + data_recovery.insert(index, byte_value); + } + Action::Rep => { + data_recovery[index] = byte_value; + } + } + byte_index += 4; + } + + assert_eq!(data_recovery, data); + } + + fn get_delta_action(code: u32) -> (Action, usize, u8) { + let action = match code / (1 << 30) { + 0 => Action::Rep, + 1 => Action::Add, + 2 => Action::Del, + _ => panic!(), + }; + let byte_value = code % (1 << 30) / (1 << 22); + let index = code % (1 << 22); + (action, index as usize, byte_value as u8) + } + + +} diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index 8b13789..ce4d200 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -1 +1,34 @@ +#[cfg(test)] +mod test { + extern crate sbc_algorithm; + extern crate chunkfs; + use sbc_algorithm::{SBCMap, SBCScrubber}; + use chunkfs::FileSystem; + use std::collections::HashMap; + use chunkfs::hashers::Sha256Hasher; + use chunkfs::chunkers::SuperChunker; + #[test] + fn test_data_recovery() { + let mut fs = FileSystem::new(HashMap::default(), Box::new(SBCMap::new()), Box::new(SBCScrubber::new()), Sha256Hasher::default()); + let mut handle = fs.create_file("file".to_string(), SuperChunker::new(), true).unwrap(); + let data = generate_data(4); + fs.write_to_file(&mut handle, &data).unwrap(); + fs.close_file(handle).unwrap(); + + let res = fs.scrub().unwrap(); + println!("{res:?}"); + + let mut handle = fs.open_file("file", SuperChunker::new()).unwrap(); + let read = fs.read_file_complete(&mut handle).unwrap(); + assert_eq!(read, data); + } + + const MB: usize = 1024 * 1024; + + fn generate_data(mb_size: usize) -> Vec { + let bytes = mb_size * MB; + (0..bytes).map(|_| rand::random::()).collect() + } + +} From 09ee3b80611db9ae3b1171278f75f98ee60bb362 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Sat, 20 Jul 2024 15:36:08 +0300 Subject: [PATCH 051/132] deleted rank of vertex of graph and add default for SBCMap, SBCScrubber --- runner/src/main.rs | 1 - src/chunkfs_sbc.rs | 45 +++++++++++++++++++++++------------- src/graph.rs | 13 ++++------- src/levenshtein_functions.rs | 22 ++++-------------- src/lib.rs | 15 ++++++------ tests/sbc_tests.rs | 1 - 6 files changed, 45 insertions(+), 52 deletions(-) diff --git a/runner/src/main.rs b/runner/src/main.rs index cae4e18..b955048 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -11,7 +11,6 @@ use chunkfs::chunkers::SuperChunker; fn main() -> io::Result<()> { let mut fs = FileSystem::new(HashMap::default(), Box::new(SBCMap::new()), Box::new(SBCScrubber::new()), Sha256Hasher::default()); - let mut handle = fs.create_file("file".to_string(), SuperChunker::new(), true)?; let data = generate_data(4); fs.write_to_file(&mut handle, &data)?; diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index e1d3122..864f698 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -77,6 +77,7 @@ impl Database> for SBCMap { pub struct SBCScrubber { graph: Graph, } + impl SBCScrubber { pub fn new() -> SBCScrubber { SBCScrubber { @@ -85,6 +86,13 @@ impl SBCScrubber { } } +impl Default for SBCScrubber { + fn default() -> Self { + Self::new() + } +} + + impl Scrub for SBCScrubber where @@ -102,33 +110,27 @@ where let time_start = Instant::now(); let mut processed_data = 0; let mut data_left = 0; - let mut chunk_index = 0usize; let mut clusters : HashMap)>> = HashMap::new(); - for (_, data_container) in database.into_iter() { + for (chunk_index, (_, data_container)) in database.into_iter().enumerate() { if chunk_index % MAX_COUNT_CHUNKS_IN_PACK == 0 { - for (_, cluster) in clusters.iter_mut() { - let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); - data_left += data_analyse.0; - processed_data += data_analyse.1; - } + let (clusters_data_left, clusters_processed_data) = encode_clusters(&mut clusters, target_map); + data_left += clusters_data_left; + processed_data += clusters_processed_data; clusters = HashMap::new(); } match data_container.extract() { Data::Chunk(data) => { let sbc_hash = hash_function::hash(data.as_slice()); let parent_hash = self.graph.add_vertex(sbc_hash); - let cluster = clusters.entry(parent_hash).or_insert(Vec::new()); + let cluster = clusters.entry(parent_hash).or_default(); cluster.push((sbc_hash, data_container)); } Data::TargetChunk(_) => {} } - chunk_index += 1; - } - for (_, cluster) in clusters.iter_mut() { - let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); - data_left += data_analyse.0; - processed_data += data_analyse.1; } + let (clusters_data_left, clusters_processed_data) = encode_clusters(&mut clusters, target_map); + data_left += clusters_data_left; + processed_data += clusters_processed_data; let running_time = time_start.elapsed(); Ok(ScrubMeasurements { processed_data, @@ -138,6 +140,17 @@ where } } +fn encode_clusters(clusters : &mut HashMap)>>, + target_map: &mut Box>>) -> (usize, usize) { + let mut data_left = 0; + let mut processed_data = 0; + for (_, cluster) in clusters.iter_mut() { + let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); + data_left += data_analyse.0; + processed_data += data_analyse.1; + } + (data_left, processed_data) +} fn encode_cluster(target_map : &mut Box>>, cluster : &mut [(u32, &mut DataContainer)]) -> (usize, usize) { let (parent_hash, parent_data) = find_parent_key_in_cluster(cluster); @@ -148,11 +161,11 @@ fn encode_cluster(target_map : &mut Box>>, cluster match data_container.extract() { Data::Chunk(data) => { if *hash == parent_hash { - target_hash = SBCHash { key: hash.clone(), chunk_type: ChunkType::Simple }; + target_hash = SBCHash { key: *hash, chunk_type: ChunkType::Simple }; let _ = target_map.insert(target_hash.clone(), data.clone()); data_left += data.len(); } else { - target_hash = SBCHash { key: hash.clone(), chunk_type: ChunkType::Delta }; + target_hash = SBCHash { key: *hash, chunk_type: ChunkType::Delta }; let mut delta_chunk = Vec::new(); for byte in parent_hash.to_be_bytes() { delta_chunk.push(byte); diff --git a/src/graph.rs b/src/graph.rs index 44b31e0..676da80 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -3,14 +3,13 @@ use std::collections::HashMap; const MAX_WEIGHT_EDGE: u32 = 1 << 15; pub struct Vertex { - pub(crate) parent: u32, - pub(crate) rank: u32, + parent: u32, } + impl Vertex { pub fn new(key: u32) -> Vertex { Vertex { parent: key, - rank: 1, } } } @@ -28,14 +27,11 @@ impl Graph { pub fn find_set(&mut self, hash_set: u32) -> u32 { let parent = self.vertices.get(&hash_set).unwrap().parent; - let rank = self.vertices.get(&hash_set).unwrap().rank; - if hash_set != parent { let parent = self.find_set(parent); - self.vertices.insert(hash_set, Vertex { parent, rank }); - return self.vertices.get(&hash_set).unwrap().parent; + self.vertices.get_mut(&hash_set).unwrap().parent = parent; } - hash_set + parent } pub fn add_vertex(&mut self, hash: u32) -> u32 { @@ -54,7 +50,6 @@ impl Graph { } } } - self.vertices.insert(hash, Vertex::new(parent_hash)); parent_hash } diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index 2b09be8..afeea1b 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -12,16 +12,15 @@ pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { let mut delta_code = Vec::new(); let mut x = data_chunk.len(); let mut y = data_chunk_parent.len(); - while x > 0 && y > 0 { - if (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) - { + while x > 0 || y > 0 { + if x > 0 && y > 0 && (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { delta_code.push(encode_delta_action(Rep, y - 1, data_chunk[x - 1])); x -= 1; y -= 1; - } else if matrix[y - 1][x] < matrix[y][x] { + } else if y > 0 && matrix[y - 1][x] < matrix[y][x] { delta_code.push(encode_delta_action(Del, y - 1, 0)); y -= 1; - } else if matrix[y][x - 1] < matrix[y][x] { + } else if x > 0 && matrix[y][x - 1] < matrix[y][x] { delta_code.push(encode_delta_action(Add, y, data_chunk[x - 1])); x -= 1; } else { @@ -29,16 +28,6 @@ pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { y -= 1; } } - while x > 0 && matrix[y][x - 1] < matrix[y][x] { - delta_code.push(encode_delta_action(Add, y, data_chunk[x - 1])); - x -= 1; - } - - while y > 0 && matrix[y - 1][x] < matrix[y][x] { - delta_code.push(encode_delta_action(Del, y - 1, 0)); - y -= 1; - } - delta_code } @@ -89,11 +78,8 @@ fn encode_delta_action(action: Action, index: usize, byte_value: u8) -> u32 { #[cfg(test)] mod test { use crate::levenshtein_functions; - use chunkfs::{Database}; use crate::levenshtein_functions::Action; - const PATH: &str = "runner/files/test1.txt"; - #[test] fn test_chunk_recovery() { let parent_chunk_data = vec![208u8, 10, 209, 231, 106, ]; //11, 0, 91, 47, 251, 176, 255, 205, 9, 133, 241, 99, 199, 99, 53, 179, 30, 181, 160, 236, 9, 39, 97, 135, 189, 116, 145, 93, 221, 182, 65, 183, 104, 235, 72, 45, 204, 191, 10, 171, 222, 219, 152, 62, 6, 247, 199, 88, 125, 35, 119, 147, 62, 38, 57, 58, 19, 61, 189, 88, 7, 251, 84, 153, 25, 6, 90, 144, 194, 135, 234, 190, 113, 209, 208, 58, 157, 16, 10, 86, 250, 98, 93, 207, 129, 150, 76, 94, 56, 52, 118, 204, 98, 123, 148, 71, 110, 4, 98, 98, 29, 215, 126, 95, 169, 54, 156, 150, 149, 124, 174, 249, 168, 161, 76, 225, 244, 173, 182, 150, 225, 139, 107, 211, 191, 201, 161, 198, 75, 107, 107, 81, 130, 167, 183, 213, 216, 238, 242, 25, 35, 30, 53, 159, 167, 60, 148, 1, 84, 16, 54, 216, 251, 103, 97, 249, 227, 113, 143, 14, 16, 231, 162, 71, 122, 198, 70, 81, 65, 135, 23, 180, 95, 32, 53, 95, 83, 234, 123, 3, 158, 55, 164, 14, 238, 36, 239, 58, 154, 48, 0, 152, 242, 94, 23, 38, 230, 111, 219, 113, 163, 17, 61, 58, 47, 105, 64, 72, 190, 253, 39, 187, 9, 124, 53, 63, 111, 153, 7, 48, 193, 215, 178, 51, 80, 230, 216, 196, 18, 73, 84, 29, 191, 102, 191, 43, 14, 217, 30, 158, 130, 159, 38, 29, 53, 73, 87, 130, 98, 83, 29, 13, 24, 41, 62, 215, 234, 226, 187, 195, 104, 17, 173, 251, 54, 204, 13, 249, 238, 57, 163, 40, 151, 106, 5, 232, 162, 48, 41, 160, 26, 199, 121, 72, 53, 102, 191, 22, 71, 104, 17, 200, 36, 9, 43, 169, 100, 72, 164, 186, 118, 199, 24, 106, 5, 113, 162, 55, 81, 7, 26, 113, 244, 61, 65, 237, 141, 116, 23, 194, 90, 117, 43, 174, 34, 95, 102, 243, 224, 190, 128, 72, 25, 102, 131, 94, 82, 4, 113, 87, 178, 199, 99, 160, 147, 137, 208, 19, 82, 29, 35, 67, 20, 180, 124, 164, 18, 73, 7, 118, 254, 25, 197, 225, 79, 36, 176, 103, 80, 23, 123, 68, 166, 89, 210, 156, 80, 200, 70, 173, 170, 184, 5, 108, 181, 164, 236, 178, 146, 108, 63, 239, 166, 245, 141, 136, 45, 179, 183, 83, 162, 18, 54, 91, 165, 126, 242, 202, 157, 170, 133, 35, 113, 7, 131, 141, 9, 15, 95, 253, 161, 14, 92, 127, 2, 186, 165, 133, 23, 250, 177, 107, 48, 32, 202, 69, 143, 48, 128, 87, 77, 81, 96, 30, 231, 185, 40, 78, 174, 44, 126, 64, 93, 188, 201, 38, 46, 148, 219, 172, 96, 72, 4, 73, 125, 25, 191, 138, 148, 65, 209, 143, 99, 215, 165, 154, 183, 2, 6, 125, 126, 145, 45, 234, 64, 247, 139, 235, 71, 135, 70, 36, 233, 93, 43, 83, 55, 222, 155, 41, 134, 61, 46, 32, 42, 103, 101, 238, 213, 248, 42, 28, 131, 100, 153, 247, 40, 129, 57, 187, 254, 235, 21, 3, 242, 78, 145, 191, 9, 102, 67, 168, 181, 33, 64, 167, 209, 13, 194, 143, 43, 178, 124, 81, 150, 84, 70, 225, 159, 98, 123, 80, 224, 104, 129, 55, 70, 79, 158, 132, 221, 166, 28, 88, 62, 219, 37, 204, 163, 56, 120, 101, 48, 155, 22, 186, 34, 83, 131, 36, 116, 203, 121, 47, 80, 50, 72, 97, 87, 151, 122, 245, 109, 146, 216, 110, 251, 0, 13, 105, 84, 111, 108, 219, 131, 200, 77, 129, 160, 107, 206, 31, 90, 206, 253, 23, 152, 252, 121, 218, 35, 216, 185, 71, 226, 159, 188, 196, 241, 251, 178, 105, 199, 66, 113, 170, 27, 42, 84, 214, 238, 200, 133, 177, 119, 11, 37, 14, 190, 226, 162, 227, 68, 181, 84, 69, 41, 46, 16, 198, 51, 176, 21, 53, 166, 2, 189, 174, 118, 214, 157, 13, 143, 56, 6, 78, 250, 205, 163, 6, 241, 0, 232, 33, 110, 203, 38, 102, 20, 216, 132, 185, 159, 20, 11, 222, 38, 171, 58, 231, 60, 162, 171, 75, 6, 234, 226, 89, 107, 128, 52, 145, 215, 122, 131, 220, 57, 182, 47, 231, 223, 45, 144, 243, 120, 74, 219, 191, 152, 89, 55, 183, 132, 4, 205, 136, 200, 177, 187, 232, 162, 44, 157, 26, 239, 74, 34, 79, 160, 217, 152, 194, 54, 159, 156, 15, 13, 76, 240, 103, 134, 177, 156, 8, 96, 65, 102, 36, 228, 68, 247, 194, 152, 106, 233, 49, 92, 176, 249, 101, 52, 95, 74, 86, 99, 207, 118, 148, 191, 182, 0, 71, 27, 197, 126, 24, 156, 26, 167, 33, 11, 143, 19, 156, 98, 225, 194, 225, 198, 250, 5, 253, 9, 124, 37, 170, 116, 253, 197, 60, 8, 79, 143, 233, 146, 141, 158, 3, 117, 204, 164, 229, 46, 41, 0, 117, 134, 175, 147, 108, 72, 154, 41, 224, 64, 41, 207, 219, 19, 228, 5, 2, 57, 246, 134, 35, 226, 248, 88, 138, 161, 120, 120, 237, 134, 249, 93, 157, 57, 74, 188, 97, 162, 150, 211, 241, 120, 183, 185, 9, 150, 57, 67, 68, 149, 156, 146, 117, 161, 177, 148, 159, 6, 216, 35, 253, 123, 89, 104, 195, 102, 235, 189, 177, 19, 90, 37, 92, 70, 252, 189, 53, 48, 158, 172, 143, 50, 170, 54, 49, 226, 48, 177, 189, 238, 12, 222, 203, 205, 59, 200, 252, 183, 128, 226, 158, 40, 207, 19, 139, 227, 166, 27, 215, 193, 197, 23, 220, 233, 126, 217, 207, 186, 24, 171, 35, 181, 213, 69, 142, 88, 130, 81, 249, 85, 223, 22, 236, 248, 69, 171, 238, 179, 84, 159, 31, 82, 244, 33, 114, 144, 50, 217, 193, 9, 91, 39, 47, 27, 114, 138, 147, 37, 136, 54, 136, 136, 214, 157, 31, 237, 70, 255, 37, 36, 175, 148, 225, 182, 39, 253, 198, 124, 40, 176, 133, 217, 198, 192, 83, 156, 130, 56, 134, 171, 162, 72, 19, 80, 84, 238, 154, 212, 8, 72, 98, 201, 152, 106, 175, 153, 116, 114, 95, 56, 94, 167, 142, 89, 12, 227, 45, 220, 239, 207, 209, 34, 0, 122, 59, 139, 211, 178, 20, 40, 120, 176, 179, 11, 175, 253, 6, 143, 115, 44, 96, 159, 19, 46, 106, 33, 202, 40, 19, 234, 77, 80, 134, 145, 127, 187, 89, 82, 121, 79, 86, 181, 140, 93, 104, 167, 80, 214, 224, 102, 141, 169, 159, 2, 15, 239, 73, 227, 161, 7, 244, 127, 242, 144, 189, 24, 158, 108, 216, 56, 16, 106, 97, 22, 140, 49, 20, 130, 220, 188, 37, 152, 223, 213, 54, 71, 34, 124, 93, 175, 146, 194, 231, 64, 137, 28, 247, 52, 110, 118, 184, 55, 116, 163, 41, 162, 103, 180, 11, 74, 3, 68, 110, 94, 175, 197, 195, 177, 255, 125, 239, 214, 190, 44, 62, 146, 244, 116, 231, 7, 151, 217, 211, 172, 213, 225, 123, 192, 22, 200, 188, 183, 95, 8, 234, 18, 235, 112, 153, 207, 160, 184, 142, 98, 145, 73, 247, 146, 251, 27, 13, 250, 131, 237, 107, 242, 208, 10, 70, 66, 233, 180, 159, 138, 23, 195, 63, 56, 245, 254, 23, 162, 135, 184, 111, 116, 95, 211, 118, 27, 48, 157, 181, 30, 115, 89, 243, 114, 11, 217, 205, 173, 203, 207, 62, 108, 248, 24, 250, 226, 232, 183, 169, 72, 73, 156, 216, 104, 223, 61, 203, 208, 38, 79, 15, 75, 127, 72, 141, 183, 198, 91, 134, 151, 144, 58, 186, 216, 103, 3, 254, 32, 254, 173, 196, 17, 132, 171, 72, 191, 104, 76, 233, 227, 255, 181, 226, 142, 2, 137, 223, 29, 70, 250, 103, 136, 184, 120, 106, 10, 217, 145, 152, 178, 221, 200, 74, 65, 43, 236, 200, 2, 99, 41, 252, 195, 64, 69, 120, 171, 48, 238, 164, 216, 138, 73, 12, 86, 182, 60, 141, 100, 21, 226, 234, 201, 191, 255, 235, 119, 184, 100, 109, 251, 64, 61, 244, 136, 89, 226, 78, 140, 84, 34, 231, 131, 101, 211, 158, 172, 171, 31, 43, 53, 236, 111, 3, 2, 102, 158, 70, 56, 203, 235, 50, 74, 89, 223, 34, 4, 104, 84, 165, 203, 88, 163, 94, 58, 76, 211, 123, 204, 117, 169, 250, 209, 4, 194, 100, 138, 193, 206, 81, 173, 235, 185, 8, 106, 206, 38, 68, 226, 196, 66, 117, 17, 28, 147, 172, 74, 235, 41, 129, 237, 189, 178, 35, 92, 253, 20, 4, 238, 254, 169, 232, 243, 56, 155, 33, 7, 19, 60, 141, 211, 158, 82, 188, 106, 250, 166, 1, 223, 124, 85, 90, 121, 89, 250, 104, 198, 244, 123, 19, 66, 81, 127, 185, 8, 129, 198, 41, 89, 62, 57, 138, 14, 7, 228, 226, 31, 26, 1, 53, 152, 123, 229, 76, 224, 152, 158, 19, 132, 75, 48, 205, 74, 3, 88, 205, 185, 82, 22, 57, 70, 235, 224, 207, 94, 116, 115, 216, 34, 161, 225, 128, 163, 25, 58, 177, 223, 197, 67, 146, 243, 137, 199, 130, 77, 209, 119, 213, 88, 239, 115, 6, 126, 78, 137, 235, 10, 130, 157, 35, 228, 37, 11, 185, 199, 58, 237, 239, 88, 46, 152, 167, 63, 29, 117, ]; diff --git a/src/lib.rs b/src/lib.rs index c602eb9..3e0fdc6 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -7,16 +7,12 @@ mod graph; mod hash_function; mod levenshtein_functions; -#[derive(Hash, PartialEq, Eq, Clone)] +#[derive(Hash, PartialEq, Eq, Clone, Default)] enum ChunkType { Delta, + #[default] Simple, } -impl Default for ChunkType { - fn default() -> Self { - ChunkType::Simple - } -} #[derive(Hash, PartialEq, Eq, Clone, Default)] pub struct SBCHash { @@ -24,7 +20,6 @@ pub struct SBCHash { chunk_type: ChunkType, } -#[allow(dead_code)] pub struct SBCMap { sbc_hashmap: HashMap>, } @@ -36,3 +31,9 @@ impl SBCMap { } } } + +impl Default for SBCMap { + fn default() -> Self { + Self::new() + } +} \ No newline at end of file diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index ce4d200..55906c5 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -10,7 +10,6 @@ mod test { #[test] fn test_data_recovery() { let mut fs = FileSystem::new(HashMap::default(), Box::new(SBCMap::new()), Box::new(SBCScrubber::new()), Sha256Hasher::default()); - let mut handle = fs.create_file("file".to_string(), SuperChunker::new(), true).unwrap(); let data = generate_data(4); fs.write_to_file(&mut handle, &data).unwrap(); From 1c0bcee21b8faf4a525518a61e0542377a125ac2 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Thu, 1 Aug 2024 21:54:23 +0300 Subject: [PATCH 052/132] add README.md --- README.md | 44 ++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 44 insertions(+) create mode 100644 README.md diff --git a/README.md b/README.md new file mode 100644 index 0000000..4331c3f --- /dev/null +++ b/README.md @@ -0,0 +1,44 @@ +## Similarity Based Chunking Scrubber +SBC Scrubber is a scrubber that can be used to implement different SBC algorithms with ChunkFS + +SBC Scrubber is currently under active development, breaking changes can always happen. + +## Usage + +Add the following dependency to your `Cargo.toml`: + +```toml +[dependencies] +chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", features = ["chunkers", "hashers"] } +sbc_algorithm = { git = "https://github.com/maxscherbakov/sbc_algorithm.git" } +``` + +## Example + +```toml +extern crate sbc_algorithm; +extern crate chunkfs; + +use sbc_algorithm::{SBCMap, SBCScrubber}; +use std::io; +use chunkfs::FileSystem; +use std::collections::HashMap; +use chunkfs::hashers::Sha256Hasher; +use chunkfs::chunkers::SuperChunker; + +fn main() -> io::Result<()> { + let mut fs = FileSystem::new(HashMap::default(), Box::new(SBCMap::new()), Box::new(SBCScrubber::new()), Sha256Hasher::default()); + let mut handle = fs.create_file("file".to_string(), SuperChunker::new(), true)?; + let data = vec![10; 1024 * 1024]; + fs.write_to_file(&mut handle, &data)?; + fs.close_file(handle)?; + + let res = fs.scrub().unwrap(); + println!("{res:?}"); + + let mut handle = fs.open_file("file", SuperChunker::new())?; + let read = fs.read_file_complete(&mut handle)?; + assert_eq!(read.len(), data.len()); + Ok(()) +} +``` From 13d473eef1d66215d970efa5ae75e7416cd49fd8 Mon Sep 17 00:00:00 2001 From: Maxim Scherbakov <146823351+maxscherbakov@users.noreply.github.com> Date: Thu, 1 Aug 2024 21:56:20 +0300 Subject: [PATCH 053/132] Update README.md --- README.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/README.md b/README.md index 4331c3f..25031ae 100644 --- a/README.md +++ b/README.md @@ -15,7 +15,7 @@ sbc_algorithm = { git = "https://github.com/maxscherbakov/sbc_algorithm.git" } ## Example -```toml +```rust extern crate sbc_algorithm; extern crate chunkfs; From 53405331c838656cc9670922308d36f772b82031 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 30 Sep 2024 19:45:26 +0300 Subject: [PATCH 054/132] add fn set_for_chunk, rename file and variables --- runner/Cargo.toml | 2 +- src/chunkfs_sbc.rs | 35 ++++++++++++++------- src/{hash_function.rs => hash_functions.rs} | 0 src/levenshtein_functions.rs | 2 +- src/lib.rs | 4 +-- 5 files changed, 27 insertions(+), 16 deletions(-) rename src/{hash_function.rs => hash_functions.rs} (100%) diff --git a/runner/Cargo.toml b/runner/Cargo.toml index 41a31e4..241d4c1 100644 --- a/runner/Cargo.toml +++ b/runner/Cargo.toml @@ -5,6 +5,6 @@ edition = "2021" [dependencies] -sbc_algorithm = { path = "../." } +sbc_algorithm = { git = "https://github.com/maxscherbakov/sbc_algorithm.git", branch = "branch-for-integration" } chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support", features = ["hashers", "chunkers"] } rand = "0.8.5" diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 864f698..d002496 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -2,9 +2,9 @@ use crate::graph::Graph; use crate::levenshtein_functions::Action::{Add, Del, Rep}; use crate::levenshtein_functions::{levenshtein_distance, Action}; use crate::SBCHash; -use crate::{hash_function, levenshtein_functions, ChunkType, SBCMap}; +use crate::{hash_functions, levenshtein_functions, ChunkType, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; -use std::collections::HashMap; +use std::collections::{HashMap, HashSet}; use std::io; use std::time::Instant; @@ -110,27 +110,25 @@ where let time_start = Instant::now(); let mut processed_data = 0; let mut data_left = 0; + let count_chunks = database.into_iter().count(); let mut clusters : HashMap)>> = HashMap::new(); for (chunk_index, (_, data_container)) in database.into_iter().enumerate() { - if chunk_index % MAX_COUNT_CHUNKS_IN_PACK == 0 { - let (clusters_data_left, clusters_processed_data) = encode_clusters(&mut clusters, target_map); - data_left += clusters_data_left; - processed_data += clusters_processed_data; - clusters = HashMap::new(); - } match data_container.extract() { Data::Chunk(data) => { - let sbc_hash = hash_function::hash(data.as_slice()); + let sbc_hash = hash_functions::hash(data.as_slice()); let parent_hash = self.graph.add_vertex(sbc_hash); let cluster = clusters.entry(parent_hash).or_default(); cluster.push((sbc_hash, data_container)); } Data::TargetChunk(_) => {} } + if chunk_index % MAX_COUNT_CHUNKS_IN_PACK == 0 || chunk_index == count_chunks - 1 { + let (clusters_data_left, clusters_processed_data) = encode_clusters(&mut clusters, target_map); + data_left += clusters_data_left; + processed_data += clusters_processed_data; + clusters = HashMap::new(); + } } - let (clusters_data_left, clusters_processed_data) = encode_clusters(&mut clusters, target_map); - data_left += clusters_data_left; - processed_data += clusters_processed_data; let running_time = time_start.elapsed(); Ok(ScrubMeasurements { processed_data, @@ -237,3 +235,16 @@ fn find_parent_key_in_cluster(cluster: &[(u32, &mut DataContainer)]) -> } (leader_hash,leader_data) } + +fn set_for_chunk(data: &[u8]) -> HashSet> { + let size_word = 8; + let size_shingle = 5; + let size_block = size_word * size_shingle; + let mut set_blocks = HashSet::new(); + let mut index_word = 0; + while index_word < data.len() { + set_blocks.insert(data[index_word..std::cmp::min(index_word+size_block, data.len())].to_vec()); + index_word += size_word; + } + set_blocks +} \ No newline at end of file diff --git a/src/hash_function.rs b/src/hash_functions.rs similarity index 100% rename from src/hash_function.rs rename to src/hash_functions.rs diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index afeea1b..0bd8b01 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -99,7 +99,7 @@ mod test { let mut buf = [0u8; 4]; buf.copy_from_slice(&delta_chunk[..4]); - let parent_hash = u32::from_be_bytes(buf); + let _parent_hash = u32::from_be_bytes(buf); let mut data_recovery = parent_chunk_data.clone(); let mut byte_index = 4; diff --git a/src/lib.rs b/src/lib.rs index 3e0fdc6..2cd8a55 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -1,10 +1,10 @@ pub use chunkfs_sbc::SBCScrubber; -pub use hash_function::hash; +pub use hash_functions::hash; use std::collections::HashMap; mod chunkfs_sbc; mod graph; -mod hash_function; +mod hash_functions; mod levenshtein_functions; #[derive(Hash, PartialEq, Eq, Clone, Default)] From f53a6b82ad5f62a9658c23691bac570383f52867 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 30 Sep 2024 19:54:03 +0300 Subject: [PATCH 055/132] add CI --- .github/workflows/rust.yml | 20 ++++++++++++++++++++ 1 file changed, 20 insertions(+) create mode 100644 .github/workflows/rust.yml diff --git a/.github/workflows/rust.yml b/.github/workflows/rust.yml new file mode 100644 index 0000000..2b8e886 --- /dev/null +++ b/.github/workflows/rust.yml @@ -0,0 +1,20 @@ +name: Build and test + +on: [ push ] + +env: + CARGO_TERM_COLOR: always + +jobs: + build: + + runs-on: ubuntu-latest + + steps: + - uses: actions/checkout@v3 + - name: Build + run: cargo build --all-features --verbose + - name: Run tests + run: cargo test --verbose + - name: Run binary + run: cargo run -p runner --verbose --release \ No newline at end of file From de41364fd86e2780f9ff104ad5ff8099287cdffa Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Tue, 1 Oct 2024 11:39:46 +0300 Subject: [PATCH 056/132] add rabin_hash --- src/chunkfs_sbc.rs | 62 ++++++++++++++++++++++++++++++++++++++-------- 1 file changed, 52 insertions(+), 10 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index d002496..5b6feca 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,13 +1,15 @@ use crate::graph::Graph; use crate::levenshtein_functions::Action::{Add, Del, Rep}; use crate::levenshtein_functions::{levenshtein_distance, Action}; -use crate::SBCHash; +use crate::{hash, SBCHash}; use crate::{hash_functions, levenshtein_functions, ChunkType, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; use std::collections::{HashMap, HashSet}; use std::io; use std::time::Instant; +const WORD_LEN : usize = 8; +const COUNT_WORDS : usize = 5; const MAX_COUNT_CHUNKS_IN_PACK : usize = 1024; @@ -236,15 +238,55 @@ fn find_parent_key_in_cluster(cluster: &[(u32, &mut DataContainer)]) -> (leader_hash,leader_data) } -fn set_for_chunk(data: &[u8]) -> HashSet> { - let size_word = 8; - let size_shingle = 5; - let size_block = size_word * size_shingle; +fn set_for_chunk(data: &[u8]) -> HashSet { + let size_block = WORD_LEN * COUNT_WORDS; let mut set_blocks = HashSet::new(); - let mut index_word = 0; - while index_word < data.len() { - set_blocks.insert(data[index_word..std::cmp::min(index_word+size_block, data.len())].to_vec()); - index_word += size_word; + let mut rabin_hash = rabin_hash_simple(&data[0..std::cmp::min(size_block, data.len())]); + + for index_word in (0..data.len()).step_by(WORD_LEN) { + set_blocks.insert(rabin_hash); + if index_word + size_block > data.len() { + break + } + rabin_hash = rabin_hash_next(rabin_hash, + hash_word(&data[index_word..index_word + WORD_LEN]), + hash_word(&data[index_word + size_block..std::cmp::min(index_word + size_block + WORD_LEN, data.len())])); } set_blocks -} \ No newline at end of file +} + +fn rabin_hash_simple(data: &[u8]) -> u32{ + let mut rabin_hash = 0; + let x = 43; + let q = (1 << 31) - 1; + for i in (0..data.len()).step_by(WORD_LEN) { + rabin_hash += hash_word(&data[i..i+WORD_LEN]) * x.pow(COUNT_WORDS - i / WORD_LEN) % q; + } + rabin_hash +} + +fn hash_word(word: &[u8]) -> u32 { + let mut hash_word = 0; + for byte in word { + hash_word += *byte as u32; + } + hash_word +} + +fn rabin_hash_next(past_hash: u32, hash_start_word: u32, hash_next_word: u32) -> u32 { + let x = 43; + let q = (1 << 31) - 1; + let hash_next = ((past_hash - hash_start_word * x.pow(COUNT_WORDS - 1)) * x + hash_next_word) % q; + hash_next +} + + + + + + + + + + + From f0550107449378d388d006e3d5f943408b7b3539 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Fri, 11 Oct 2024 16:19:19 +0300 Subject: [PATCH 057/132] fix types for rabin_hash --- src/chunkfs_sbc.rs | 17 +++++++++-------- 1 file changed, 9 insertions(+), 8 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 5b6feca..2d9a59c 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,7 +1,7 @@ use crate::graph::Graph; use crate::levenshtein_functions::Action::{Add, Del, Rep}; use crate::levenshtein_functions::{levenshtein_distance, Action}; -use crate::{hash, SBCHash}; +use crate::{SBCHash}; use crate::{hash_functions, levenshtein_functions, ChunkType, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; use std::collections::{HashMap, HashSet}; @@ -248,19 +248,20 @@ fn set_for_chunk(data: &[u8]) -> HashSet { if index_word + size_block > data.len() { break } - rabin_hash = rabin_hash_next(rabin_hash, - hash_word(&data[index_word..index_word + WORD_LEN]), - hash_word(&data[index_word + size_block..std::cmp::min(index_word + size_block + WORD_LEN, data.len())])); + rabin_hash = rabin_hash_next( + rabin_hash, + hash_word(&data[index_word..index_word + WORD_LEN]), + hash_word(&data[index_word + size_block..std::cmp::min(index_word + size_block + WORD_LEN, data.len())])); } set_blocks } fn rabin_hash_simple(data: &[u8]) -> u32{ let mut rabin_hash = 0; - let x = 43; + let x = 43u32; let q = (1 << 31) - 1; for i in (0..data.len()).step_by(WORD_LEN) { - rabin_hash += hash_word(&data[i..i+WORD_LEN]) * x.pow(COUNT_WORDS - i / WORD_LEN) % q; + rabin_hash += hash_word(&data[i..i+WORD_LEN]) * x.pow((COUNT_WORDS - i / WORD_LEN) as u32) % q; } rabin_hash } @@ -274,9 +275,9 @@ fn hash_word(word: &[u8]) -> u32 { } fn rabin_hash_next(past_hash: u32, hash_start_word: u32, hash_next_word: u32) -> u32 { - let x = 43; + let x = 43u32; let q = (1 << 31) - 1; - let hash_next = ((past_hash - hash_start_word * x.pow(COUNT_WORDS - 1)) * x + hash_next_word) % q; + let hash_next = ((past_hash - hash_start_word * x.pow(COUNT_WORDS as u32 - 1)) * x + hash_next_word) % q; hash_next } From d127add0219ff77a3cc868cab037899da70b68ab Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Fri, 11 Oct 2024 17:35:26 +0300 Subject: [PATCH 058/132] refactor code --- runner/src/main.rs | 19 ++-- src/broders_method.rs | 52 +++++++++++ src/chunkfs_sbc.rs | 175 ++--------------------------------- src/clusterer.rs | 98 ++++++++++++++++++++ src/graph.rs | 4 +- src/levenshtein_functions.rs | 39 ++++---- src/lib.rs | 3 +- tests/sbc_tests.rs | 20 ++-- 8 files changed, 207 insertions(+), 203 deletions(-) create mode 100644 src/broders_method.rs create mode 100644 src/clusterer.rs diff --git a/runner/src/main.rs b/runner/src/main.rs index b955048..4fc3af3 100644 --- a/runner/src/main.rs +++ b/runner/src/main.rs @@ -1,16 +1,20 @@ -extern crate sbc_algorithm; extern crate chunkfs; +extern crate sbc_algorithm; -use sbc_algorithm::{SBCMap, SBCScrubber}; -use std::io; +use chunkfs::chunkers::SuperChunker; +use chunkfs::hashers::Sha256Hasher; use chunkfs::FileSystem; +use sbc_algorithm::{SBCMap, SBCScrubber}; use std::collections::HashMap; -use chunkfs::hashers::Sha256Hasher; -use chunkfs::chunkers::SuperChunker; - +use std::io; fn main() -> io::Result<()> { - let mut fs = FileSystem::new(HashMap::default(), Box::new(SBCMap::new()), Box::new(SBCScrubber::new()), Sha256Hasher::default()); + let mut fs = FileSystem::new( + HashMap::default(), + Box::new(SBCMap::new()), + Box::new(SBCScrubber::new()), + Sha256Hasher::default(), + ); let mut handle = fs.create_file("file".to_string(), SuperChunker::new(), true)?; let data = generate_data(4); fs.write_to_file(&mut handle, &data)?; @@ -31,4 +35,3 @@ fn generate_data(mb_size: usize) -> Vec { let bytes = mb_size * MB; (0..bytes).map(|_| rand::random::()).collect() } - diff --git a/src/broders_method.rs b/src/broders_method.rs new file mode 100644 index 0000000..c6f4ad3 --- /dev/null +++ b/src/broders_method.rs @@ -0,0 +1,52 @@ +use std::collections::HashSet; + +const WORD_LEN: usize = 8; +const COUNT_WORDS: usize = 5; +const RABIN_HASH_X: u32 = 43; +const RABIN_HASH_Q: u32 = (1 << 31) - 1; + +fn set_for_chunk(data: &[u8]) -> HashSet { + let size_block = WORD_LEN * COUNT_WORDS; + let mut set_blocks = HashSet::new(); + let mut rabin_hash = rabin_hash_simple(&data[0..std::cmp::min(size_block, data.len())]); + + for index_word in (0..data.len()).step_by(WORD_LEN) { + set_blocks.insert(rabin_hash); + if index_word + size_block > data.len() { + break; + } + rabin_hash = rabin_hash_next( + rabin_hash, + hash_word(&data[index_word..index_word + WORD_LEN]), + hash_word( + &data[index_word + size_block + ..std::cmp::min(index_word + size_block + WORD_LEN, data.len())], + ), + ); + } + set_blocks +} + +fn rabin_hash_simple(data: &[u8]) -> u32 { + let mut rabin_hash = 0; + for i in (0..data.len()).step_by(WORD_LEN) { + rabin_hash += hash_word(&data[i..i + WORD_LEN]) + * RABIN_HASH_X.pow((COUNT_WORDS - i / WORD_LEN) as u32) + % RABIN_HASH_Q; + } + rabin_hash +} + +fn hash_word(word: &[u8]) -> u32 { + let mut hash_word = 0; + for byte in word { + hash_word += *byte as u32; + } + hash_word +} + +fn rabin_hash_next(past_hash: u32, hash_start_word: u32, hash_next_word: u32) -> u32 { + ((past_hash - hash_start_word * RABIN_HASH_X.pow(COUNT_WORDS as u32 - 1)) * RABIN_HASH_X + + hash_next_word) + % RABIN_HASH_Q +} diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 2d9a59c..510c169 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -1,17 +1,15 @@ use crate::graph::Graph; -use crate::levenshtein_functions::Action::{Add, Del, Rep}; -use crate::levenshtein_functions::{levenshtein_distance, Action}; -use crate::{SBCHash}; -use crate::{hash_functions, levenshtein_functions, ChunkType, SBCMap}; +use crate::levenshtein_functions::{ + get_delta_action, + Action::{Add, Del, Rep}, +}; +use crate::{clusterer, hash_functions, ChunkType, SBCHash, SBCMap}; use chunkfs::{ChunkHash, Data, DataContainer, Database, Scrub, ScrubMeasurements}; -use std::collections::{HashMap, HashSet}; +use std::collections::HashMap; use std::io; use std::time::Instant; -const WORD_LEN : usize = 8; -const COUNT_WORDS : usize = 5; - -const MAX_COUNT_CHUNKS_IN_PACK : usize = 1024; +const MAX_COUNT_CHUNKS_IN_PACK: usize = 1024; impl Database> for SBCMap { fn insert(&mut self, sbc_hash: SBCHash, chunk: Vec) -> io::Result<()> { @@ -94,8 +92,6 @@ impl Default for SBCScrubber { } } - - impl Scrub for SBCScrubber where B: Database>, @@ -113,7 +109,7 @@ where let mut processed_data = 0; let mut data_left = 0; let count_chunks = database.into_iter().count(); - let mut clusters : HashMap)>> = HashMap::new(); + let mut clusters: HashMap)>> = HashMap::new(); for (chunk_index, (_, data_container)) in database.into_iter().enumerate() { match data_container.extract() { Data::Chunk(data) => { @@ -125,7 +121,8 @@ where Data::TargetChunk(_) => {} } if chunk_index % MAX_COUNT_CHUNKS_IN_PACK == 0 || chunk_index == count_chunks - 1 { - let (clusters_data_left, clusters_processed_data) = encode_clusters(&mut clusters, target_map); + let (clusters_data_left, clusters_processed_data) = + clusterer::encode_clusters(&mut clusters, target_map); data_left += clusters_data_left; processed_data += clusters_processed_data; clusters = HashMap::new(); @@ -139,155 +136,3 @@ where }) } } - -fn encode_clusters(clusters : &mut HashMap)>>, - target_map: &mut Box>>) -> (usize, usize) { - let mut data_left = 0; - let mut processed_data = 0; - for (_, cluster) in clusters.iter_mut() { - let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); - data_left += data_analyse.0; - processed_data += data_analyse.1; - } - (data_left, processed_data) -} - -fn encode_cluster(target_map : &mut Box>>, cluster : &mut [(u32, &mut DataContainer)]) -> (usize, usize) { - let (parent_hash, parent_data) = find_parent_key_in_cluster(cluster); - let mut data_left = 0; - let mut processed_data = 0; - let mut target_hash = SBCHash::default(); - for (hash, data_container) in cluster.iter_mut() { - match data_container.extract() { - Data::Chunk(data) => { - if *hash == parent_hash { - target_hash = SBCHash { key: *hash, chunk_type: ChunkType::Simple }; - let _ = target_map.insert(target_hash.clone(), data.clone()); - data_left += data.len(); - } else { - target_hash = SBCHash { key: *hash, chunk_type: ChunkType::Delta }; - let mut delta_chunk = Vec::new(); - for byte in parent_hash.to_be_bytes() { - delta_chunk.push(byte); - } - for delta_action in - levenshtein_functions::encode(data.as_slice(), parent_data.as_slice()) - { - for byte in delta_action.to_be_bytes() { - delta_chunk.push(byte); - } - } - let _ = target_map.insert(target_hash.clone(), delta_chunk); - processed_data += data.len(); - } - } - Data::TargetChunk(_) => {} - } - data_container.make_target(vec![target_hash.clone(), ]); - } - (data_left, processed_data) -} - -fn get_delta_action(code: u32) -> (Action, usize, u8) { - let action = match code / (1 << 30) { - 0 => Rep, - 1 => Add, - 2 => Del, - _ => panic!(), - }; - let byte_value = code % (1 << 30) / (1 << 22); - let index = code % (1 << 22); - (action, index as usize, byte_value as u8) -} - -fn find_parent_key_in_cluster(cluster: &[(u32, &mut DataContainer)]) -> (u32, Vec) { - let mut leader_hash = cluster[0].0; - let mut leader_data = Vec::new(); - let mut min_sum_dist = u32::MAX; - - for (hash_1, data_container_1) in cluster.iter() { - let mut sum_dist_for_chunk = 0u32; - for (hash_2, data_container_2) in cluster.iter() { - if *hash_1 == *hash_2 { - continue; - } - match data_container_1.extract() { - Data::Chunk(data_1) => { - match data_container_2.extract() { - Data::Chunk(data_2) => { - sum_dist_for_chunk += - - levenshtein_distance((*data_1).as_slice(), (*data_2).as_slice()); - } - Data::TargetChunk(_) => {} - } - } - Data::TargetChunk(_) => {} - } - } - - if sum_dist_for_chunk < min_sum_dist { - leader_hash = *hash_1; - leader_data = match data_container_1.extract() { - Data::Chunk(data) => data.clone(), - Data::TargetChunk(_) => Vec::new(), - }; - min_sum_dist = sum_dist_for_chunk - } - } - (leader_hash,leader_data) -} - -fn set_for_chunk(data: &[u8]) -> HashSet { - let size_block = WORD_LEN * COUNT_WORDS; - let mut set_blocks = HashSet::new(); - let mut rabin_hash = rabin_hash_simple(&data[0..std::cmp::min(size_block, data.len())]); - - for index_word in (0..data.len()).step_by(WORD_LEN) { - set_blocks.insert(rabin_hash); - if index_word + size_block > data.len() { - break - } - rabin_hash = rabin_hash_next( - rabin_hash, - hash_word(&data[index_word..index_word + WORD_LEN]), - hash_word(&data[index_word + size_block..std::cmp::min(index_word + size_block + WORD_LEN, data.len())])); - } - set_blocks -} - -fn rabin_hash_simple(data: &[u8]) -> u32{ - let mut rabin_hash = 0; - let x = 43u32; - let q = (1 << 31) - 1; - for i in (0..data.len()).step_by(WORD_LEN) { - rabin_hash += hash_word(&data[i..i+WORD_LEN]) * x.pow((COUNT_WORDS - i / WORD_LEN) as u32) % q; - } - rabin_hash -} - -fn hash_word(word: &[u8]) -> u32 { - let mut hash_word = 0; - for byte in word { - hash_word += *byte as u32; - } - hash_word -} - -fn rabin_hash_next(past_hash: u32, hash_start_word: u32, hash_next_word: u32) -> u32 { - let x = 43u32; - let q = (1 << 31) - 1; - let hash_next = ((past_hash - hash_start_word * x.pow(COUNT_WORDS as u32 - 1)) * x + hash_next_word) % q; - hash_next -} - - - - - - - - - - - diff --git a/src/clusterer.rs b/src/clusterer.rs new file mode 100644 index 0000000..b63e7ad --- /dev/null +++ b/src/clusterer.rs @@ -0,0 +1,98 @@ +use crate::levenshtein_functions::levenshtein_distance; +use crate::{levenshtein_functions, ChunkType, SBCHash}; +use chunkfs::{Data, DataContainer, Database}; +use std::collections::HashMap; + +pub(crate) fn encode_clusters( + clusters: &mut HashMap)>>, + target_map: &mut Box>>, +) -> (usize, usize) { + let mut data_left = 0; + let mut processed_data = 0; + for (_, cluster) in clusters.iter_mut() { + let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); + data_left += data_analyse.0; + processed_data += data_analyse.1; + } + (data_left, processed_data) +} + +fn encode_cluster( + target_map: &mut Box>>, + cluster: &mut [(u32, &mut DataContainer)], +) -> (usize, usize) { + let (parent_hash, parent_data) = find_parent_key_in_cluster(cluster); + let mut data_left = 0; + let mut processed_data = 0; + let mut target_hash = SBCHash::default(); + for (hash, data_container) in cluster.iter_mut() { + match data_container.extract() { + Data::Chunk(data) => { + if *hash == parent_hash { + target_hash = SBCHash { + key: *hash, + chunk_type: ChunkType::Simple, + }; + let _ = target_map.insert(target_hash.clone(), data.clone()); + data_left += data.len(); + } else { + target_hash = SBCHash { + key: *hash, + chunk_type: ChunkType::Delta, + }; + let mut delta_chunk = Vec::new(); + for byte in parent_hash.to_be_bytes() { + delta_chunk.push(byte); + } + for delta_action in + levenshtein_functions::encode(data.as_slice(), parent_data.as_slice()) + { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); + } + } + let _ = target_map.insert(target_hash.clone(), delta_chunk); + processed_data += data.len(); + } + } + Data::TargetChunk(_) => {} + } + data_container.make_target(vec![target_hash.clone()]); + } + (data_left, processed_data) +} + +fn find_parent_key_in_cluster(cluster: &[(u32, &mut DataContainer)]) -> (u32, Vec) { + let mut leader_hash = cluster[0].0; + let mut leader_data = Vec::new(); + let mut min_sum_dist = u32::MAX; + + for (hash_1, data_container_1) in cluster.iter() { + let mut sum_dist_for_chunk = 0u32; + for (hash_2, data_container_2) in cluster.iter() { + if *hash_1 == *hash_2 { + continue; + } + match data_container_1.extract() { + Data::Chunk(data_1) => match data_container_2.extract() { + Data::Chunk(data_2) => { + sum_dist_for_chunk += + levenshtein_distance((*data_1).as_slice(), (*data_2).as_slice()); + } + Data::TargetChunk(_) => {} + }, + Data::TargetChunk(_) => {} + } + } + + if sum_dist_for_chunk < min_sum_dist { + leader_hash = *hash_1; + leader_data = match data_container_1.extract() { + Data::Chunk(data) => data.clone(), + Data::TargetChunk(_) => Vec::new(), + }; + min_sum_dist = sum_dist_for_chunk + } + } + (leader_hash, leader_data) +} diff --git a/src/graph.rs b/src/graph.rs index 676da80..3ca814e 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -8,9 +8,7 @@ pub struct Vertex { impl Vertex { pub fn new(key: u32) -> Vertex { - Vertex { - parent: key, - } + Vertex { parent: key } } } diff --git a/src/levenshtein_functions.rs b/src/levenshtein_functions.rs index 0bd8b01..61a0b86 100644 --- a/src/levenshtein_functions.rs +++ b/src/levenshtein_functions.rs @@ -13,7 +13,11 @@ pub(crate) fn encode(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec { let mut x = data_chunk.len(); let mut y = data_chunk_parent.len(); while x > 0 || y > 0 { - if x > 0 && y > 0 && (data_chunk_parent[y - 1] != data_chunk[x - 1]) && (matrix[y - 1][x - 1] < matrix[y][x]) { + if x > 0 + && y > 0 + && (data_chunk_parent[y - 1] != data_chunk[x - 1]) + && (matrix[y - 1][x - 1] < matrix[y][x]) + { delta_code.push(encode_delta_action(Rep, y - 1, data_chunk[x - 1])); x -= 1; y -= 1; @@ -36,7 +40,7 @@ pub(crate) fn levenshtein_distance(data_chunk: &[u8], data_chunk_parent: &[u8]) levenshtein_matrix[data_chunk_parent.len()][data_chunk.len()] } -pub(crate) fn levenshtein_matrix(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec> { +fn levenshtein_matrix(data_chunk: &[u8], data_chunk_parent: &[u8]) -> Vec> { let mut levenshtein_matrix = vec![vec![0u32; data_chunk.len() + 1]; data_chunk_parent.len() + 1]; levenshtein_matrix[0] = (0..data_chunk.len() as u32 + 1).collect(); @@ -74,16 +78,27 @@ fn encode_delta_action(action: Action, index: usize, byte_value: u8) -> u32 { code } +pub(crate) fn get_delta_action(code: u32) -> (Action, usize, u8) { + let action = match code / (1 << 30) { + 0 => Rep, + 1 => Add, + 2 => Del, + _ => panic!(), + }; + let byte_value = code % (1 << 30) / (1 << 22); + let index = code % (1 << 22); + (action, index as usize, byte_value as u8) +} #[cfg(test)] mod test { use crate::levenshtein_functions; - use crate::levenshtein_functions::Action; + use crate::levenshtein_functions::{get_delta_action, Action}; #[test] fn test_chunk_recovery() { - let parent_chunk_data = vec![208u8, 10, 209, 231, 106, ]; //11, 0, 91, 47, 251, 176, 255, 205, 9, 133, 241, 99, 199, 99, 53, 179, 30, 181, 160, 236, 9, 39, 97, 135, 189, 116, 145, 93, 221, 182, 65, 183, 104, 235, 72, 45, 204, 191, 10, 171, 222, 219, 152, 62, 6, 247, 199, 88, 125, 35, 119, 147, 62, 38, 57, 58, 19, 61, 189, 88, 7, 251, 84, 153, 25, 6, 90, 144, 194, 135, 234, 190, 113, 209, 208, 58, 157, 16, 10, 86, 250, 98, 93, 207, 129, 150, 76, 94, 56, 52, 118, 204, 98, 123, 148, 71, 110, 4, 98, 98, 29, 215, 126, 95, 169, 54, 156, 150, 149, 124, 174, 249, 168, 161, 76, 225, 244, 173, 182, 150, 225, 139, 107, 211, 191, 201, 161, 198, 75, 107, 107, 81, 130, 167, 183, 213, 216, 238, 242, 25, 35, 30, 53, 159, 167, 60, 148, 1, 84, 16, 54, 216, 251, 103, 97, 249, 227, 113, 143, 14, 16, 231, 162, 71, 122, 198, 70, 81, 65, 135, 23, 180, 95, 32, 53, 95, 83, 234, 123, 3, 158, 55, 164, 14, 238, 36, 239, 58, 154, 48, 0, 152, 242, 94, 23, 38, 230, 111, 219, 113, 163, 17, 61, 58, 47, 105, 64, 72, 190, 253, 39, 187, 9, 124, 53, 63, 111, 153, 7, 48, 193, 215, 178, 51, 80, 230, 216, 196, 18, 73, 84, 29, 191, 102, 191, 43, 14, 217, 30, 158, 130, 159, 38, 29, 53, 73, 87, 130, 98, 83, 29, 13, 24, 41, 62, 215, 234, 226, 187, 195, 104, 17, 173, 251, 54, 204, 13, 249, 238, 57, 163, 40, 151, 106, 5, 232, 162, 48, 41, 160, 26, 199, 121, 72, 53, 102, 191, 22, 71, 104, 17, 200, 36, 9, 43, 169, 100, 72, 164, 186, 118, 199, 24, 106, 5, 113, 162, 55, 81, 7, 26, 113, 244, 61, 65, 237, 141, 116, 23, 194, 90, 117, 43, 174, 34, 95, 102, 243, 224, 190, 128, 72, 25, 102, 131, 94, 82, 4, 113, 87, 178, 199, 99, 160, 147, 137, 208, 19, 82, 29, 35, 67, 20, 180, 124, 164, 18, 73, 7, 118, 254, 25, 197, 225, 79, 36, 176, 103, 80, 23, 123, 68, 166, 89, 210, 156, 80, 200, 70, 173, 170, 184, 5, 108, 181, 164, 236, 178, 146, 108, 63, 239, 166, 245, 141, 136, 45, 179, 183, 83, 162, 18, 54, 91, 165, 126, 242, 202, 157, 170, 133, 35, 113, 7, 131, 141, 9, 15, 95, 253, 161, 14, 92, 127, 2, 186, 165, 133, 23, 250, 177, 107, 48, 32, 202, 69, 143, 48, 128, 87, 77, 81, 96, 30, 231, 185, 40, 78, 174, 44, 126, 64, 93, 188, 201, 38, 46, 148, 219, 172, 96, 72, 4, 73, 125, 25, 191, 138, 148, 65, 209, 143, 99, 215, 165, 154, 183, 2, 6, 125, 126, 145, 45, 234, 64, 247, 139, 235, 71, 135, 70, 36, 233, 93, 43, 83, 55, 222, 155, 41, 134, 61, 46, 32, 42, 103, 101, 238, 213, 248, 42, 28, 131, 100, 153, 247, 40, 129, 57, 187, 254, 235, 21, 3, 242, 78, 145, 191, 9, 102, 67, 168, 181, 33, 64, 167, 209, 13, 194, 143, 43, 178, 124, 81, 150, 84, 70, 225, 159, 98, 123, 80, 224, 104, 129, 55, 70, 79, 158, 132, 221, 166, 28, 88, 62, 219, 37, 204, 163, 56, 120, 101, 48, 155, 22, 186, 34, 83, 131, 36, 116, 203, 121, 47, 80, 50, 72, 97, 87, 151, 122, 245, 109, 146, 216, 110, 251, 0, 13, 105, 84, 111, 108, 219, 131, 200, 77, 129, 160, 107, 206, 31, 90, 206, 253, 23, 152, 252, 121, 218, 35, 216, 185, 71, 226, 159, 188, 196, 241, 251, 178, 105, 199, 66, 113, 170, 27, 42, 84, 214, 238, 200, 133, 177, 119, 11, 37, 14, 190, 226, 162, 227, 68, 181, 84, 69, 41, 46, 16, 198, 51, 176, 21, 53, 166, 2, 189, 174, 118, 214, 157, 13, 143, 56, 6, 78, 250, 205, 163, 6, 241, 0, 232, 33, 110, 203, 38, 102, 20, 216, 132, 185, 159, 20, 11, 222, 38, 171, 58, 231, 60, 162, 171, 75, 6, 234, 226, 89, 107, 128, 52, 145, 215, 122, 131, 220, 57, 182, 47, 231, 223, 45, 144, 243, 120, 74, 219, 191, 152, 89, 55, 183, 132, 4, 205, 136, 200, 177, 187, 232, 162, 44, 157, 26, 239, 74, 34, 79, 160, 217, 152, 194, 54, 159, 156, 15, 13, 76, 240, 103, 134, 177, 156, 8, 96, 65, 102, 36, 228, 68, 247, 194, 152, 106, 233, 49, 92, 176, 249, 101, 52, 95, 74, 86, 99, 207, 118, 148, 191, 182, 0, 71, 27, 197, 126, 24, 156, 26, 167, 33, 11, 143, 19, 156, 98, 225, 194, 225, 198, 250, 5, 253, 9, 124, 37, 170, 116, 253, 197, 60, 8, 79, 143, 233, 146, 141, 158, 3, 117, 204, 164, 229, 46, 41, 0, 117, 134, 175, 147, 108, 72, 154, 41, 224, 64, 41, 207, 219, 19, 228, 5, 2, 57, 246, 134, 35, 226, 248, 88, 138, 161, 120, 120, 237, 134, 249, 93, 157, 57, 74, 188, 97, 162, 150, 211, 241, 120, 183, 185, 9, 150, 57, 67, 68, 149, 156, 146, 117, 161, 177, 148, 159, 6, 216, 35, 253, 123, 89, 104, 195, 102, 235, 189, 177, 19, 90, 37, 92, 70, 252, 189, 53, 48, 158, 172, 143, 50, 170, 54, 49, 226, 48, 177, 189, 238, 12, 222, 203, 205, 59, 200, 252, 183, 128, 226, 158, 40, 207, 19, 139, 227, 166, 27, 215, 193, 197, 23, 220, 233, 126, 217, 207, 186, 24, 171, 35, 181, 213, 69, 142, 88, 130, 81, 249, 85, 223, 22, 236, 248, 69, 171, 238, 179, 84, 159, 31, 82, 244, 33, 114, 144, 50, 217, 193, 9, 91, 39, 47, 27, 114, 138, 147, 37, 136, 54, 136, 136, 214, 157, 31, 237, 70, 255, 37, 36, 175, 148, 225, 182, 39, 253, 198, 124, 40, 176, 133, 217, 198, 192, 83, 156, 130, 56, 134, 171, 162, 72, 19, 80, 84, 238, 154, 212, 8, 72, 98, 201, 152, 106, 175, 153, 116, 114, 95, 56, 94, 167, 142, 89, 12, 227, 45, 220, 239, 207, 209, 34, 0, 122, 59, 139, 211, 178, 20, 40, 120, 176, 179, 11, 175, 253, 6, 143, 115, 44, 96, 159, 19, 46, 106, 33, 202, 40, 19, 234, 77, 80, 134, 145, 127, 187, 89, 82, 121, 79, 86, 181, 140, 93, 104, 167, 80, 214, 224, 102, 141, 169, 159, 2, 15, 239, 73, 227, 161, 7, 244, 127, 242, 144, 189, 24, 158, 108, 216, 56, 16, 106, 97, 22, 140, 49, 20, 130, 220, 188, 37, 152, 223, 213, 54, 71, 34, 124, 93, 175, 146, 194, 231, 64, 137, 28, 247, 52, 110, 118, 184, 55, 116, 163, 41, 162, 103, 180, 11, 74, 3, 68, 110, 94, 175, 197, 195, 177, 255, 125, 239, 214, 190, 44, 62, 146, 244, 116, 231, 7, 151, 217, 211, 172, 213, 225, 123, 192, 22, 200, 188, 183, 95, 8, 234, 18, 235, 112, 153, 207, 160, 184, 142, 98, 145, 73, 247, 146, 251, 27, 13, 250, 131, 237, 107, 242, 208, 10, 70, 66, 233, 180, 159, 138, 23, 195, 63, 56, 245, 254, 23, 162, 135, 184, 111, 116, 95, 211, 118, 27, 48, 157, 181, 30, 115, 89, 243, 114, 11, 217, 205, 173, 203, 207, 62, 108, 248, 24, 250, 226, 232, 183, 169, 72, 73, 156, 216, 104, 223, 61, 203, 208, 38, 79, 15, 75, 127, 72, 141, 183, 198, 91, 134, 151, 144, 58, 186, 216, 103, 3, 254, 32, 254, 173, 196, 17, 132, 171, 72, 191, 104, 76, 233, 227, 255, 181, 226, 142, 2, 137, 223, 29, 70, 250, 103, 136, 184, 120, 106, 10, 217, 145, 152, 178, 221, 200, 74, 65, 43, 236, 200, 2, 99, 41, 252, 195, 64, 69, 120, 171, 48, 238, 164, 216, 138, 73, 12, 86, 182, 60, 141, 100, 21, 226, 234, 201, 191, 255, 235, 119, 184, 100, 109, 251, 64, 61, 244, 136, 89, 226, 78, 140, 84, 34, 231, 131, 101, 211, 158, 172, 171, 31, 43, 53, 236, 111, 3, 2, 102, 158, 70, 56, 203, 235, 50, 74, 89, 223, 34, 4, 104, 84, 165, 203, 88, 163, 94, 58, 76, 211, 123, 204, 117, 169, 250, 209, 4, 194, 100, 138, 193, 206, 81, 173, 235, 185, 8, 106, 206, 38, 68, 226, 196, 66, 117, 17, 28, 147, 172, 74, 235, 41, 129, 237, 189, 178, 35, 92, 253, 20, 4, 238, 254, 169, 232, 243, 56, 155, 33, 7, 19, 60, 141, 211, 158, 82, 188, 106, 250, 166, 1, 223, 124, 85, 90, 121, 89, 250, 104, 198, 244, 123, 19, 66, 81, 127, 185, 8, 129, 198, 41, 89, 62, 57, 138, 14, 7, 228, 226, 31, 26, 1, 53, 152, 123, 229, 76, 224, 152, 158, 19, 132, 75, 48, 205, 74, 3, 88, 205, 185, 82, 22, 57, 70, 235, 224, 207, 94, 116, 115, 216, 34, 161, 225, 128, 163, 25, 58, 177, 223, 197, 67, 146, 243, 137, 199, 130, 77, 209, 119, 213, 88, 239, 115, 6, 126, 78, 137, 235, 10, 130, 157, 35, 228, 37, 11, 185, 199, 58, 237, 239, 88, 46, 152, 167, 63, 29, 117, ]; - let data = vec![134u8, 69, 116, 85, 92, 21, 249, 94, ]; //, 121, 199, 84, 254, 215, 68, 97, 101, 57, 224, 75, 176, 124, 112, 111, 25, 162, 152, 186, 241, 85, 210, 0, 95, 248, 68, 241, 4, 192, 99, 99, 191, 200, 66, 66, 236, 192, 149, 141, 60, 231, 250, 70, 31, 205, 175, 125, 131, 9, 69, 233, 58, 14, 170, 18, 191, 190, 161, 84, 217, 155, 193, 251, 0, 21, 154, 43, 241, 148, 22, 222, 34, 107, 77, 96, 213, 247, 8, 61, 205, 180, 69, 104, 124, 205, 20, 241, 17, 26, 110, 66, 97, 220, 109, 99, 238, 150, 144, 20, 237, 104, 135, 196, 175, 131, 9, 189, 152, 242, 119, 229, 73, 6, 23, 33, 11, 63, 40, 247, 237, 235, 8, 39, 35, 146, 70, 205, 183, 160, 31, 179, 205, 106, 149, 8, 207, 196, 67, 81, 141, 159, 46, 114, 224, 141, 2, 151, 103, 177, 131, 248, 205, 85, 153, 75, 46, 128, 112, 113, 16, 223, 32, 156, 108, 245, 183, 174, 168, 75, 211, 85, 196, 78, 251, 107, 139, 28, 117, 192, 33, 254, 182, 94, 6, 75, 156, 0, 51, 55, 42, 5, 91, 2, 151, 153, 139, 58, 254, 150, 209, 213, 124, 62, 44, 247, 204, 146, 232, 207, 24, 77, 172, 223, 94, 248, 248, 110, 22, 29, 29, 44, 144, 128, 252, 164, 183, 167, 183, 131, 61, 27, 137, 255, 105, 26, 158, 71, 132, 240, 21, 15, 42, 22, 151, 118, 85, 30, 253, 17, 37, 106, 216, 14, 117, 123, 68, 138, 183, 179, 180, 174, 10, 58, 76, 78, 111, 172, 182, 241, 187, 175, 90, 212, 100, 78, 4, 167, 195, 90, 118, 216, 211, 33, 162, 89, 88, 253, 75, 69, 5, 201, 42, 216, 60, 139, 155, 253, 156, 145, 147, 101, 147, 41, 219, 69, 39, 158, 146, 206, 58, 208, 127, 203, 234, 228, 201, 241, 107, 108, 131, 166, 192, 135, 129, 213, 136, 135, 166, 117, 209, 183, 212, 158, 222, 202, 249, 150, 40, 229, 25, 68, 187, 64, 199, 103, 65, 94, 129, 183, 131, 227, 204, 12, 5, 2, 138, 246, 235, 55, 201, 121, 147, 231, 173, 214, 158, 108, 150, 80, 201, 253, 175, 77, 63, 66, 156, 154, 198, 108, 164, 74, 105, 71, 117, 84, 78, 32, 47, 244, 83, 41, 8, 150, 24, 54, 101, 20, 157, 25, 24, 186, 47, 236, 42, 253, 21, 134, 52, 250, 41, 103, 31, 63, 20, 117, 26, 70, 167, 13, 86, 83, 79, 111, 106, 246, 195, 19, 62, 118, 111, 186, 45, 155, 76, 4, 75, 193, 39, 26, 140, 19, 82, 155, 63, 17, 86, 58, 15, 103, 179, 19, 132, 82, 140, 52, 129, 167, 34, 245, 78, 198, 85, 243, 174, 167, 95, 192, 224, 34, 239, 194, 48, 131, 229, 152, 163, 5, 124, 102, 149, 244, 105, 120, 165, 132, 203, 115, 85, 201, 21, 9, 201, 236, 184, 44, 204, 128, 44, 253, 151, 252, 73, 26, 86, 195, 205, 140, 190, 183, 26, 17, 84, 109, 116, 71, 218, 170, 118, 79, 208, 68, 94, 226, 166, 80, 113, 58, 79, 94, 10, 153, 253, 199, 165, 114, 64, 126, 93, 242, 168, 189, 10, 52, 179, 184, 126, 168, 201, 38, 103, 22, 97, 166, 197, 88, 129, 190, 110, 70, 90, 25, 131, 6, 82, 191, 24, 123, 191, 50, 87, 242, 45, 165, 59, 86, 66, 29, 220, 189, 154, 25, 10, 73, 34, 15, 167, 123, 221, 127, 13, 137, 96, 46, 31, 41, 28, 53, 106, 164, 212, 60, 25, 217, 23, 62, 102, 127, 126, 248, 146, 72, 137, 158, 13, 7, 116, 38, 135, 87, 93, 32, 110, 71, 239, 14, 175, 199, 54, 172, 78, 96, 105, 160, 47, 251, 77, 14, 45, 100, 77, 216, 128, 224, 211, 102, 4, 3, 6, 46, 6, 190, 106, 226, 22, 1, 38, 193, 12, 0, 61, 64, 151, 169, 180, 240, 46, 223, 59, 111, 89, 246, 81, 30, 152, 112, 48, 140, 66, 69, 47, 0, 237, 226, 47, 17, 66, 248, 78, 111, 167, 29, 239, 193, 154, 190, 127, 45, 65, 55, 224, 153, 22, 33, 224, 200, 209, 18, 246, 78, 172, 48, 37, 120, 227, 254, 203, 198, 195, 62, 163, 175, 62, 182, 110, 237, 0, 89, 183, 121, 112, 27, 235, 157, 104, 104, 254, 46, 88, 79, 189, 9, 64, 164, 14, 28, 37, 16, 122, 85, 130, 216, 252, 120, 31, 145, 7, 243, 194, 241, 120, 252, 208, 214, 68, 172, 30, 113, 184, 190, 32, 122, 232, 13, 63, 87, 200, 163, 195, 224, 118, 171, 121, 110, 232, 25, 15, 148, 137, 96, 68, 57, 145, 250, 47, 191, 2, 62, 13, 236, 197, 99, 201, 104, 57, 57, 12, 232, 212, 97, 109, 54, 117, 101, 182, 153, 52, 181, 153, 87, 222, 240, 153, 27, 8, 53, 125, 7, 57, 107, 26, 91, 237, 167, 125, 180, 132, 140, 128, 108, 201, 21, 12, 56, 30, 148, 78, 127, 130, 17, 43, 93, 70, 247, 175, 242, 1, 207, 37, 120, 123, 185, 17, 147, 27, 76, 238, 3, 40, 232, 160, 170, 193, 51, 186, 4, 139, 59, 205, 217, 188, 111, 114, 71, 22, 247, 115, 10, 124, 143, 221, 234, 108, 159, 52, 174, 48, 77, 196, 98, 16, 234, 168, 121, 4, 65, 165, 70, 183, 225, 80, 124, 48, 55, 26, 209, 176, 99, 133, 9, 101, 164, 234, 14, 163, 91, 102, 218, 111, 108, 179, 204, 29, 140, 147, 18, 104, 111, 167, 164, 28, 172, 11, 129, 255, 161, 255, 57, 147, 218, 61, 115, 179, 38, 222, 205, 216, 62, 25, 2, 176, 116, 36, 71, 206, 46, 237, 141, 131, 231, 5, 199, 221, 51, 139, 153, 144, 206, 91, 90, 188, 22, 63, 140, 211, 140, 10, 160, 242, 6, 87, 73, 175, 17, 1, 158, 240, 203, 32, 68, 102, 68, 211, 189, 80, 225, 3, 197, 151, 157, 55, 177, 14, 153, 14, 211, 108, 195, 102, 14, 118, 137, 150, 126, 143, 92, 66, 145, 22, 105, 51, 239, 83, 235, 74, 59, 209, 60, 207, 141, 66, 147, 125, 176, 196, 104, 22, 208, 96, 65, 26, 4, 56, 166, 184, 254, 48, 163, 145, 254, 26, 219, 106, 142, 117, 26, 177, 94, 122, 210, 133, 49, 24, 185, 37, 76, 113, 100, 35, 11, 254, 94, 78, 142, 64, 211, 213, 55, 246, 166, 29, 63, 11, 54, 144, 134, 163, 166, 212, 100, 236, 13, 190, 89, 228, 59, 239, 255, 132, 87, 86, 154, 156, 216, 51, 192, 189, 36, 62, 27, 246, 116, 169, 125, 57, 71, 200, 80, 157, 103, 134, 12, 221, 12, 18, 163, 171, 227, 177, 171, 175, 61, 206, 228, 204, 133, 211, 26, 50, 234, 241, 233, 144, 130, 169, 142, 27, 103, 202, 214, 208, 83, 240, 77, 236, 204, 188, 73, 10, 55, 36, 72, 243, 75, 206, 144, 214, 250, 231, 53, 199, 25, 70, 144, 24, 28, 114, 148, 14, 119, 68, 59, 201, 119, 9, 149, 148, 213, 240, 71, 179, 162, 108, 101, 140, 143, 104, 21, 234, 197, 26, 244, 224, 2, 72, 90, 238, 222, 53, 169, 174, 132, 165, 112, 207, 86, 145, 142, 83, 76, 195, 26, 55, 117, 141, 163, 56, 94, 24, 172, 226, 24, 207, 218, 188, 125, 86, 139, 247, 144, 244, 179, 159, 104, 227, 247, 79, 235, 44, 5, 229, 213, 68, 254, 14, 224, 203, 247, 165, 75, 73, 77, 138, 9, 15, 145, 211, 155, 50, 41, 96, 239, 102, 68, 244, 210, 244, 238, 133, 5, 102, 116, 156, 184, 238, 5, 55, 153, 206, 157, 178, 226, 209, 229, 36, 157, 51, 95, 221, 136, 193, 190, 121, 170, 19, 253, 78, 173, 63, 21, 214, 0, 172, 50, 200, 84, 182, 156, 75, 138, 124, 156, 140, 8, 167, 64, 88, 13, 157, 178, 46, 236, 218, 202, 170, 51, 159, 229, 86, 50, 199, 41, 36, 255, 249, 99, 117, 185, 179, 18, 105, 163, 129, 45, 219, 76, 18, 152, 254, 200, 190, 213, 67, 230, 42, 170, 118, 139, 57, 7, 229, 244, 32, 151, 158, 200, 94, 69, 25, 107, 175, 106, 208, 16, 55, 77, 227, 11, 126, 163, 28, 96, 84, 61, 65, 188, 148, 60, 123, 188, 87, 167, 181, 159, 25, 191, 64, 175, 54, 250, 98, 145, 21, 62, 60, 167, 48, 68, 254, 63, 230, 170, 206, 126, 202, 12, 30, 201, 199, 255, 80, 18, 19, 196, 64, 94, 68, 50, 150, 116, 186, 120, 74, 137, 124, 132, 186, 48, 80, 205, 130, 164, 160, 141, 48, 36, 254, 129, 86, 222, 194, 129, 139, 232, 40, 121, 110, 126, 42, 120, 202, 153, 130, 93, 97, 14, 61, 62, 191, 57, 88, 251, 167, 154, 156, 94, 65, 126, 136, 251, 29, 58, 252, 200, 203, 251, 6, 151, 1, 209, 3, 136, 145, 153, 89, 41, 59, 42, 39, 11, 201, 47, 135, 206, 214, 21, 41, 184, 170, 232, 38, 64, 222, 1, 144, 96, 38, 246, 234, 191, 122, 244, 171, 39, 178, 2, 70, 214, 66, 6, 45, 114, 246, 252, 250, 49, 30, 152, 243, 209, 197, 63, 102, 9, 230, 119, 107, 26, 195, 228, 187, 43, 51, 10, 231, 141, 112, 141, 116, 23, 156, 246, 44, 210, 97, 172, 110, 180, 12, 251, 176, 160, 27, 74, 245, 15, 173, 115, 54, 193, 219, 102, 108, 54, 27, 43, 100, 224, 242, 198, 97, 37, 202, 122, 178, 224, 116, 70, 250, 81, 68, 48, 7, 23, 4, 155, 236, 242, 88, 62, 16, 62, 46, 60, 68, 207, 118, 235, 236, 211, 207, 174, 145, 187, 241, 210, 56, 242, 238, 13, 219, 33, 192, 117, 173, 210, 103, 144, 201, 136, 203, 26, 189, 179, 8, 182, 171, 151, 170, 153, 95, 226, 49, 180, 223, 176, 209, 77, 115, 188, 217, 216, 117, 5, 14, 101, 201, 171, 190, 253, 161, 162, 238, 185, 113, 149, 143, 45, 68, 111, 3, 220, 60, 191, 204, 66, 56, 27, 13, 139, 204, 66, 25, 20, 77, 221, 74, 230, 45, 239, 106, 213, 96, 8, 190, 73, 209, 200, 172, 148, 227, 6, 67, 229, 224, 56, 5, 241, 177, 165, 76, 8, 153, 84, 107, 7, 179, 204, 24, 127, 134, 81, 229, 252, 181, 249, 159, 254, 116, 99, 201, 53, 93, 78, 26, 86, 236, 53, 245, 95, 62, 89, 16, 58, 211, 113, 131, 214, 50, 171, 134, 1, 29, 154, 209, 2, 3, 63, 246, 66, 236, 100, 222, 21, 225, 115, 163, 185, 245, 230, 147, 170, 177, 88, 0, 25, 199, 230, 159, 170, 244, 53, 5, 42, 71, 232, 199, 136, 124, 55, 13, 0, 29, 71, 178, 183, 129, 204, 162, 214, 135, 116, 190, 247, 44, 7, 100, 252, 64, 238, 94, 227, 157, 0, 44, 110, 56, 138, 193, 42, 230, 181, 147, 208, 52, 59, 39, 68, 227, 231, 92, 175, 70, 59, 214, 110, 61, 56, 105, 162, 115, 129, 140, 163, 19, 178, 98, 139, 105, 151, 247, 193, 14, 75, 139, 27, 17, 127, 7, 235, 100, 116, 81, 31, 255, 218, 35, 217, 112, 69, 51, 18, 120, 194, 124, 216, 98, 30, 104, 218, 56, 160, 252, 245, 105, 145, 59, 108, 138, 108, 244, 177, 105, 82, 11, 181, 139, 121, 111, 143, 56, 111, 217, 95, 136, 1, 120, 223, 252, 242, 248, 186, 184, 246, 230, 223, 134, 73, 243, 55, 19, 103, 77, 245, 91, 107, 183, 175, 156, 8, 163, 57, 37, 18, 204, 197, 250, 45, 215, 59, 210, 138, 159, 224, 49, 20, 163, 161, 82, 133, 60, 51, 109, 111, 210, 239, 67, 31, 111, 240, 130, 38, 63, 203, 65, 64, 184, 246, 139, 115, 128, 127, 46, 61, 61, 178, 89, 215, 250, 222, 90, 239, 214, 113, 249, 182, 247, 216, 197, 47, 245, 103, 21, 205, 24, 226, 237, 22, 59, 136, 62, 51, 255, 153, 147, 118, 94, 105, 43, 40, 176, 31, 98, 101, 177, 41, 243, 151, 19, 162, 107, 243, 160, 54, 225, 162, 9, 165, 213, 210, 181, 227, 61, 174, 20, 149, 218, 111, 10, 245, 230, 139, 76, 242, 26, 144, 150, 241, 87, 132, 154, 64, 237, 31, 141, 9, 119, 173, 95, 49, 95, 33, 214, 221, 197, 29, 9, 88, 142, 237, 237, 119, 252, 132, 94, 68, 253, 191, 100, 38, 111, 126, 202, 142, 7, 10, 86, 133, 215, 14, 222, 21, 85, 236, 23, 123, 206, 10, 132, 43, 137, 148, 121, 158, 189, 87, 154, 64, 53, 180, 23, 162, 104, 14, 228, 122, 83, 76, 83, 130, 66, 137, 9, 205, 94, 48, 61, 37, 182, 20, 6, 48, 16, 152, 162, 127, 200, 129, 19, 243, 178, 140, 186, 248, 118, 56, 192, 102, 129, 252, 83, 89, 113, 46, 161, 220, 163, 1, 141, 129, 80, 11, 122, 142, 166, 42, 213, 61, 241, 154, 150, 107, 60, 170, 79, 175, 28, 228, 68, 144, 215, 193, 157, 217, 186, 92, 75, 129, 234, 44, 92, 224, 121, 139, 208, 140, 72, 90, 119, 24, 191, 29, 191, 119, 239, 244, 51, 186, 3, 191, 209, 31, 211, 63, 36, 72, 186, 63, 59, 130, 169, 124, 217, 189, 169, 24, 109, 188, 124, 252, 71, 2, 88, 40, 124, 136, 118, 254, 160, 0, 123, 49, 154, 59, 103, 54, 19, 86, 171, 253, 11, 165, 227, 34, 195, 105, 158, 202, 12, 67, 6, 243, 203, 102, 62, 227, 128, 87, 69, 131, 191, 47, 221, 49, 210, 59, 86, 23, 93, 120, 107, 16, 216, 239, 216, 133, 217, 36, 97, 251, 159, 176, 178, 48, 167, 149, 150, 210, 193, 201, 61, 119, 34, 152, 7, 177, 176, 100, 14, 141, 112, 223, 152, 126, 77, 197, 198, 1, 152, 176, 88, 26, 144, 53, 155, 199, 22, 43, 100, 233, 82, 190, 136, 84, 176, 51, 80, 69, 153, 62, 119, 194, 190, 3, 60, 66, 157, 9, 30, 8, 22, 228, 2, 16, 143, 247, 63, 201, 196, 31, 219, 240, 64, 71, 219, 66, 72, 159, 16, 169, 22, 137, 32, 219, 228, 66, 169, 253, 77, 239, 214, 95, 171, 240, 218, 88, 52, 10, 209, 8, 3, 167, 130, 135, 101, 127, 138, 249, 36, 19, 113, 234, 190, 38, 101, 75, 20, 13, 49, 199, 7, 192, 83, 185, 237, 168, 247, 124, 244, 126, 177, 119, 219, 65, 74, 7, 218, 133, 103, 100, 130, 86, 183, 142, 49, 211, 137, 56, 101, 220, 233, 32, 248, 184, 254, 149, 166, 91, 5, 128, 83, 134, 153, 108, 137, 205, 51, 205, 144, 115, 15, 199, 62, 36, 0, 63, 228, 235, 62, 78, 172, 128, 116, 245, 59, 240, 141, 199, 171, 16, 127, 105, 75, 128, 207, 231, 93, 129, 16, 54, 186, 65, 220, 155, 165, 251, 202, 28, 232, 16, 237, 175, 228, 227, 10, 193, 28, 128, 85, 207, 250, 218, 177, 163, 51, 219, 252, 65, 44, 9, 72, 96, 229, 68, 25, 87, 210, 130, 128, 45, 17, 58, 51, 67, 230, 58, 200, 79, 103, 117, 119, 94, 36, 74, 158, 161, 242, 254, 79, 170, 139, 236, 173, 4, 180, 213, 151, 112, 76, 214, 61, 222, 175, 217, 2, 244, 218, 62, 9, 38, 252, 56, 66, 146, 9, 159, 136, 39, 133, 157, 126, 219, 122, 139, 242, 123, 197, 52, 244, 97, 38, 180, 242, 57, 45, 114, 248, 199, 62, 250, 58, 142, 253, 232, 137, 166, 138, 46, 252, 233, 76, 194, 57, 169, 235, 69, 90, 133, 204, 49, 191, 122, 149, 222, 14, 22, 208, 89, 30, 165, 5, 210, 89, 252, 108, 23, 218, 90, 245, 200, 248, 97, 53, 217, 194, 210, 255, 193, 76, 0, 160, 114, 20, 225, 108, 17, 232, 72, 117, 15, 132, 66, 173, 251, 248, 234, 118, 150, 129, 54, 141, 20, 32, 208, 209, 77, 195, 217, 215, 66, 35, 158, 90, 64, 112, 187, 104, 169, 160, 205, 7, 108, 185, 203, 117, 156, 15, 231, 224, 115, 12, 161, 254, 90, 108, 124, 227, 170, 182, 37, 89, 95, 127, 121, 231, 114, 217, 193, 74, 88, 148, 251, 107, 36, 29, 143, 34, 110, 33, 106, 13, 187, 24, 137, 210, 140, 104, 234, 104, 158, 110, 161, 152, 216, 122, 124, 100, 110, 149, 193, 224, 207, 213, 153, 59, 49, 229, 219, 50, 141, 113, 144, 197, 120, 187, 170, 102, 167, 203, 2, 223, 165, 172, 4, 100, 114, 189, 141, 76, 206, 28, 115, 86, 246, 211, 25, 135, 221, 76, 190, 60, 68, 68, 247, 145, 78, 18, 183, 237, 76, 16, 152, 201, 175, 91, 117, 55, 53, 229, 8, 148, 117, 22, 70, 185, 78, 3, 211, 171, 198, 206, 85, 134, 204, 76, 56, 103, 38, 32, 252, 222, 106, 46, 43, 223, 8, 170, 142, 253, 202, 101, 120, 217, 199, 175, 192, 199, 216, 21, 82, 239, 108, 75, 25, 221, 188, 202, 178, 233, 216, 24, 107, 216, 127, 12, 129, 5, 234, 90, 180, 156, 6, 119, 169, 5, 9, 144, 29, 216, 38, 102, 198, 176, 138, 59, 1, 231, 231, 80, 91, 156, 255, 113, 244, 163, 230, 96, 34, 221, 7, 242, 40, 153, 249, 164, 231, 149, 223, 49, 239, 11, 167, 241, 41, 229, 89, 62, 206, 10, 141, 15, 86, 45, 3, 96, 234, 172, 36, 141, 161, 123, 238, 38, 224, 219, 22, 98, 52, 187, 28, 33, 66, 209, 3, 1, 21, 235, 68, 165, 52, 122, 168, 51, 188, 118, 73, 192, 120, 5, 226, 126, 237, 6, 48, 180, 62, 46, 157, 45, 102, 84, 141, 174, 195, 182, 198, 244, 244, 71, 111, 38, 241, 119, 188, 228, 242, 135, 235, 222, 124, 78, 27, 239, 55, 184, 87, 104, 20, 225, 4, 106, 237, 173, 138, 63, 202, 132, 33, 146, 58, 12, 209, 1, 90, 249, 26, 97, 98, 221, 79, 127, 180, 235, 38, 230, 30, 163, 145, 99, 242, 151, 26, 123, 80, 127, 242, 138, 254, 63, 217, 50, 249, 206, 64, 117, 111, 145, 100, 217, 102, 179, 44, 104, 129, 140, 76, 143, 94, 103, 181, 232, 197, 185, 128, 109, 45, 121, 106, 223, 75, 21, 8, 201, 204, 149, 204, 92, 78, 26, 88, 193, 26, 205, 60, 4, 82, 26, 201, 254, 162, 238, 166, 95, 137, 78, 49, 162, 88, 192, 117, 0, 25, 215, 20, 113, 66, 222, 165, 206, 172, 189, 203, 213, 102, 174, 191, 79, 145, 125, 249, 81, 205, 63, 108, 117, 129, 98, 2, 87, 152, 250, 185, 11, 139, 157, 186, 79, 201, 26, 196, 120, 213, 179, 108, 186, 230, 55, 94, 73, 208, 209, 58, 28, 238, 255, 118, 0, 118, 223, 139, 208, 1, 166, 238, 146, 79, 222, 138, 8, 9, 88, 60, 16, 232, 253, 15, 83, 14, 55, 84, 182, 137, 246, 48, 195, 109, 20, 100, 224, 112, 182, 47, 153, 48, 37, 60, 7, 86, 188, 106, 12, 223, 123, 126, 183, 90, 156, 159, 214, 140, 124, 215, 135, 252, 42, 238, 86, 49, 25, 10, 106, 240, 132, 224, 48, 249, 125, 43, 154, 178, 148, 84, 52, 247, 154, 215, 215, 98, 253, 189, 57, 200, 27, 163, 241, 231, 79, 67, 3, 164, 0, 48, 186, 178, 157, 49, 23, 191, 104, 156, 100, 102, 0, 40, 10, 113, 5, 42, 152, 224, 184, 97, 171, 50, 127, 217, 162, 148, 19, 171, 105, 42, 145, 45, 138, 230, 214, 96, 35, 198, 117, 0, 140, 45, 22, 140, 15, 245, 22, 153, 90, 23, 139, 153, 224, 65, 187, 155, 108, 49, 203, 185, 114, 1, 72, 5, 175, 53, 53, 93, 237, 25, 181, 28, 212, 185, 157, 88, 39, 42, 213, 121, 76, 24, 70, 249, 203, 140, 149, 230, 220, 26, 180, 0, 56, 158, 175, 219, ]; + let parent_chunk_data = vec![208u8, 10, 209, 231, 106]; //11, 0, 91, 47, 251, 176, 255, 205, 9, 133, 241, 99, 199, 99, 53, 179, 30, 181, 160, 236, 9, 39, 97, 135, 189, 116, 145, 93, 221, 182, 65, 183, 104, 235, 72, 45, 204, 191, 10, 171, 222, 219, 152, 62, 6, 247, 199, 88, 125, 35, 119, 147, 62, 38, 57, 58, 19, 61, 189, 88, 7, 251, 84, 153, 25, 6, 90, 144, 194, 135, 234, 190, 113, 209, 208, 58, 157, 16, 10, 86, 250, 98, 93, 207, 129, 150, 76, 94, 56, 52, 118, 204, 98, 123, 148, 71, 110, 4, 98, 98, 29, 215, 126, 95, 169, 54, 156, 150, 149, 124, 174, 249, 168, 161, 76, 225, 244, 173, 182, 150, 225, 139, 107, 211, 191, 201, 161, 198, 75, 107, 107, 81, 130, 167, 183, 213, 216, 238, 242, 25, 35, 30, 53, 159, 167, 60, 148, 1, 84, 16, 54, 216, 251, 103, 97, 249, 227, 113, 143, 14, 16, 231, 162, 71, 122, 198, 70, 81, 65, 135, 23, 180, 95, 32, 53, 95, 83, 234, 123, 3, 158, 55, 164, 14, 238, 36, 239, 58, 154, 48, 0, 152, 242, 94, 23, 38, 230, 111, 219, 113, 163, 17, 61, 58, 47, 105, 64, 72, 190, 253, 39, 187, 9, 124, 53, 63, 111, 153, 7, 48, 193, 215, 178, 51, 80, 230, 216, 196, 18, 73, 84, 29, 191, 102, 191, 43, 14, 217, 30, 158, 130, 159, 38, 29, 53, 73, 87, 130, 98, 83, 29, 13, 24, 41, 62, 215, 234, 226, 187, 195, 104, 17, 173, 251, 54, 204, 13, 249, 238, 57, 163, 40, 151, 106, 5, 232, 162, 48, 41, 160, 26, 199, 121, 72, 53, 102, 191, 22, 71, 104, 17, 200, 36, 9, 43, 169, 100, 72, 164, 186, 118, 199, 24, 106, 5, 113, 162, 55, 81, 7, 26, 113, 244, 61, 65, 237, 141, 116, 23, 194, 90, 117, 43, 174, 34, 95, 102, 243, 224, 190, 128, 72, 25, 102, 131, 94, 82, 4, 113, 87, 178, 199, 99, 160, 147, 137, 208, 19, 82, 29, 35, 67, 20, 180, 124, 164, 18, 73, 7, 118, 254, 25, 197, 225, 79, 36, 176, 103, 80, 23, 123, 68, 166, 89, 210, 156, 80, 200, 70, 173, 170, 184, 5, 108, 181, 164, 236, 178, 146, 108, 63, 239, 166, 245, 141, 136, 45, 179, 183, 83, 162, 18, 54, 91, 165, 126, 242, 202, 157, 170, 133, 35, 113, 7, 131, 141, 9, 15, 95, 253, 161, 14, 92, 127, 2, 186, 165, 133, 23, 250, 177, 107, 48, 32, 202, 69, 143, 48, 128, 87, 77, 81, 96, 30, 231, 185, 40, 78, 174, 44, 126, 64, 93, 188, 201, 38, 46, 148, 219, 172, 96, 72, 4, 73, 125, 25, 191, 138, 148, 65, 209, 143, 99, 215, 165, 154, 183, 2, 6, 125, 126, 145, 45, 234, 64, 247, 139, 235, 71, 135, 70, 36, 233, 93, 43, 83, 55, 222, 155, 41, 134, 61, 46, 32, 42, 103, 101, 238, 213, 248, 42, 28, 131, 100, 153, 247, 40, 129, 57, 187, 254, 235, 21, 3, 242, 78, 145, 191, 9, 102, 67, 168, 181, 33, 64, 167, 209, 13, 194, 143, 43, 178, 124, 81, 150, 84, 70, 225, 159, 98, 123, 80, 224, 104, 129, 55, 70, 79, 158, 132, 221, 166, 28, 88, 62, 219, 37, 204, 163, 56, 120, 101, 48, 155, 22, 186, 34, 83, 131, 36, 116, 203, 121, 47, 80, 50, 72, 97, 87, 151, 122, 245, 109, 146, 216, 110, 251, 0, 13, 105, 84, 111, 108, 219, 131, 200, 77, 129, 160, 107, 206, 31, 90, 206, 253, 23, 152, 252, 121, 218, 35, 216, 185, 71, 226, 159, 188, 196, 241, 251, 178, 105, 199, 66, 113, 170, 27, 42, 84, 214, 238, 200, 133, 177, 119, 11, 37, 14, 190, 226, 162, 227, 68, 181, 84, 69, 41, 46, 16, 198, 51, 176, 21, 53, 166, 2, 189, 174, 118, 214, 157, 13, 143, 56, 6, 78, 250, 205, 163, 6, 241, 0, 232, 33, 110, 203, 38, 102, 20, 216, 132, 185, 159, 20, 11, 222, 38, 171, 58, 231, 60, 162, 171, 75, 6, 234, 226, 89, 107, 128, 52, 145, 215, 122, 131, 220, 57, 182, 47, 231, 223, 45, 144, 243, 120, 74, 219, 191, 152, 89, 55, 183, 132, 4, 205, 136, 200, 177, 187, 232, 162, 44, 157, 26, 239, 74, 34, 79, 160, 217, 152, 194, 54, 159, 156, 15, 13, 76, 240, 103, 134, 177, 156, 8, 96, 65, 102, 36, 228, 68, 247, 194, 152, 106, 233, 49, 92, 176, 249, 101, 52, 95, 74, 86, 99, 207, 118, 148, 191, 182, 0, 71, 27, 197, 126, 24, 156, 26, 167, 33, 11, 143, 19, 156, 98, 225, 194, 225, 198, 250, 5, 253, 9, 124, 37, 170, 116, 253, 197, 60, 8, 79, 143, 233, 146, 141, 158, 3, 117, 204, 164, 229, 46, 41, 0, 117, 134, 175, 147, 108, 72, 154, 41, 224, 64, 41, 207, 219, 19, 228, 5, 2, 57, 246, 134, 35, 226, 248, 88, 138, 161, 120, 120, 237, 134, 249, 93, 157, 57, 74, 188, 97, 162, 150, 211, 241, 120, 183, 185, 9, 150, 57, 67, 68, 149, 156, 146, 117, 161, 177, 148, 159, 6, 216, 35, 253, 123, 89, 104, 195, 102, 235, 189, 177, 19, 90, 37, 92, 70, 252, 189, 53, 48, 158, 172, 143, 50, 170, 54, 49, 226, 48, 177, 189, 238, 12, 222, 203, 205, 59, 200, 252, 183, 128, 226, 158, 40, 207, 19, 139, 227, 166, 27, 215, 193, 197, 23, 220, 233, 126, 217, 207, 186, 24, 171, 35, 181, 213, 69, 142, 88, 130, 81, 249, 85, 223, 22, 236, 248, 69, 171, 238, 179, 84, 159, 31, 82, 244, 33, 114, 144, 50, 217, 193, 9, 91, 39, 47, 27, 114, 138, 147, 37, 136, 54, 136, 136, 214, 157, 31, 237, 70, 255, 37, 36, 175, 148, 225, 182, 39, 253, 198, 124, 40, 176, 133, 217, 198, 192, 83, 156, 130, 56, 134, 171, 162, 72, 19, 80, 84, 238, 154, 212, 8, 72, 98, 201, 152, 106, 175, 153, 116, 114, 95, 56, 94, 167, 142, 89, 12, 227, 45, 220, 239, 207, 209, 34, 0, 122, 59, 139, 211, 178, 20, 40, 120, 176, 179, 11, 175, 253, 6, 143, 115, 44, 96, 159, 19, 46, 106, 33, 202, 40, 19, 234, 77, 80, 134, 145, 127, 187, 89, 82, 121, 79, 86, 181, 140, 93, 104, 167, 80, 214, 224, 102, 141, 169, 159, 2, 15, 239, 73, 227, 161, 7, 244, 127, 242, 144, 189, 24, 158, 108, 216, 56, 16, 106, 97, 22, 140, 49, 20, 130, 220, 188, 37, 152, 223, 213, 54, 71, 34, 124, 93, 175, 146, 194, 231, 64, 137, 28, 247, 52, 110, 118, 184, 55, 116, 163, 41, 162, 103, 180, 11, 74, 3, 68, 110, 94, 175, 197, 195, 177, 255, 125, 239, 214, 190, 44, 62, 146, 244, 116, 231, 7, 151, 217, 211, 172, 213, 225, 123, 192, 22, 200, 188, 183, 95, 8, 234, 18, 235, 112, 153, 207, 160, 184, 142, 98, 145, 73, 247, 146, 251, 27, 13, 250, 131, 237, 107, 242, 208, 10, 70, 66, 233, 180, 159, 138, 23, 195, 63, 56, 245, 254, 23, 162, 135, 184, 111, 116, 95, 211, 118, 27, 48, 157, 181, 30, 115, 89, 243, 114, 11, 217, 205, 173, 203, 207, 62, 108, 248, 24, 250, 226, 232, 183, 169, 72, 73, 156, 216, 104, 223, 61, 203, 208, 38, 79, 15, 75, 127, 72, 141, 183, 198, 91, 134, 151, 144, 58, 186, 216, 103, 3, 254, 32, 254, 173, 196, 17, 132, 171, 72, 191, 104, 76, 233, 227, 255, 181, 226, 142, 2, 137, 223, 29, 70, 250, 103, 136, 184, 120, 106, 10, 217, 145, 152, 178, 221, 200, 74, 65, 43, 236, 200, 2, 99, 41, 252, 195, 64, 69, 120, 171, 48, 238, 164, 216, 138, 73, 12, 86, 182, 60, 141, 100, 21, 226, 234, 201, 191, 255, 235, 119, 184, 100, 109, 251, 64, 61, 244, 136, 89, 226, 78, 140, 84, 34, 231, 131, 101, 211, 158, 172, 171, 31, 43, 53, 236, 111, 3, 2, 102, 158, 70, 56, 203, 235, 50, 74, 89, 223, 34, 4, 104, 84, 165, 203, 88, 163, 94, 58, 76, 211, 123, 204, 117, 169, 250, 209, 4, 194, 100, 138, 193, 206, 81, 173, 235, 185, 8, 106, 206, 38, 68, 226, 196, 66, 117, 17, 28, 147, 172, 74, 235, 41, 129, 237, 189, 178, 35, 92, 253, 20, 4, 238, 254, 169, 232, 243, 56, 155, 33, 7, 19, 60, 141, 211, 158, 82, 188, 106, 250, 166, 1, 223, 124, 85, 90, 121, 89, 250, 104, 198, 244, 123, 19, 66, 81, 127, 185, 8, 129, 198, 41, 89, 62, 57, 138, 14, 7, 228, 226, 31, 26, 1, 53, 152, 123, 229, 76, 224, 152, 158, 19, 132, 75, 48, 205, 74, 3, 88, 205, 185, 82, 22, 57, 70, 235, 224, 207, 94, 116, 115, 216, 34, 161, 225, 128, 163, 25, 58, 177, 223, 197, 67, 146, 243, 137, 199, 130, 77, 209, 119, 213, 88, 239, 115, 6, 126, 78, 137, 235, 10, 130, 157, 35, 228, 37, 11, 185, 199, 58, 237, 239, 88, 46, 152, 167, 63, 29, 117, ]; + let data = vec![134u8, 69, 116, 85, 92, 21, 249, 94]; //, 121, 199, 84, 254, 215, 68, 97, 101, 57, 224, 75, 176, 124, 112, 111, 25, 162, 152, 186, 241, 85, 210, 0, 95, 248, 68, 241, 4, 192, 99, 99, 191, 200, 66, 66, 236, 192, 149, 141, 60, 231, 250, 70, 31, 205, 175, 125, 131, 9, 69, 233, 58, 14, 170, 18, 191, 190, 161, 84, 217, 155, 193, 251, 0, 21, 154, 43, 241, 148, 22, 222, 34, 107, 77, 96, 213, 247, 8, 61, 205, 180, 69, 104, 124, 205, 20, 241, 17, 26, 110, 66, 97, 220, 109, 99, 238, 150, 144, 20, 237, 104, 135, 196, 175, 131, 9, 189, 152, 242, 119, 229, 73, 6, 23, 33, 11, 63, 40, 247, 237, 235, 8, 39, 35, 146, 70, 205, 183, 160, 31, 179, 205, 106, 149, 8, 207, 196, 67, 81, 141, 159, 46, 114, 224, 141, 2, 151, 103, 177, 131, 248, 205, 85, 153, 75, 46, 128, 112, 113, 16, 223, 32, 156, 108, 245, 183, 174, 168, 75, 211, 85, 196, 78, 251, 107, 139, 28, 117, 192, 33, 254, 182, 94, 6, 75, 156, 0, 51, 55, 42, 5, 91, 2, 151, 153, 139, 58, 254, 150, 209, 213, 124, 62, 44, 247, 204, 146, 232, 207, 24, 77, 172, 223, 94, 248, 248, 110, 22, 29, 29, 44, 144, 128, 252, 164, 183, 167, 183, 131, 61, 27, 137, 255, 105, 26, 158, 71, 132, 240, 21, 15, 42, 22, 151, 118, 85, 30, 253, 17, 37, 106, 216, 14, 117, 123, 68, 138, 183, 179, 180, 174, 10, 58, 76, 78, 111, 172, 182, 241, 187, 175, 90, 212, 100, 78, 4, 167, 195, 90, 118, 216, 211, 33, 162, 89, 88, 253, 75, 69, 5, 201, 42, 216, 60, 139, 155, 253, 156, 145, 147, 101, 147, 41, 219, 69, 39, 158, 146, 206, 58, 208, 127, 203, 234, 228, 201, 241, 107, 108, 131, 166, 192, 135, 129, 213, 136, 135, 166, 117, 209, 183, 212, 158, 222, 202, 249, 150, 40, 229, 25, 68, 187, 64, 199, 103, 65, 94, 129, 183, 131, 227, 204, 12, 5, 2, 138, 246, 235, 55, 201, 121, 147, 231, 173, 214, 158, 108, 150, 80, 201, 253, 175, 77, 63, 66, 156, 154, 198, 108, 164, 74, 105, 71, 117, 84, 78, 32, 47, 244, 83, 41, 8, 150, 24, 54, 101, 20, 157, 25, 24, 186, 47, 236, 42, 253, 21, 134, 52, 250, 41, 103, 31, 63, 20, 117, 26, 70, 167, 13, 86, 83, 79, 111, 106, 246, 195, 19, 62, 118, 111, 186, 45, 155, 76, 4, 75, 193, 39, 26, 140, 19, 82, 155, 63, 17, 86, 58, 15, 103, 179, 19, 132, 82, 140, 52, 129, 167, 34, 245, 78, 198, 85, 243, 174, 167, 95, 192, 224, 34, 239, 194, 48, 131, 229, 152, 163, 5, 124, 102, 149, 244, 105, 120, 165, 132, 203, 115, 85, 201, 21, 9, 201, 236, 184, 44, 204, 128, 44, 253, 151, 252, 73, 26, 86, 195, 205, 140, 190, 183, 26, 17, 84, 109, 116, 71, 218, 170, 118, 79, 208, 68, 94, 226, 166, 80, 113, 58, 79, 94, 10, 153, 253, 199, 165, 114, 64, 126, 93, 242, 168, 189, 10, 52, 179, 184, 126, 168, 201, 38, 103, 22, 97, 166, 197, 88, 129, 190, 110, 70, 90, 25, 131, 6, 82, 191, 24, 123, 191, 50, 87, 242, 45, 165, 59, 86, 66, 29, 220, 189, 154, 25, 10, 73, 34, 15, 167, 123, 221, 127, 13, 137, 96, 46, 31, 41, 28, 53, 106, 164, 212, 60, 25, 217, 23, 62, 102, 127, 126, 248, 146, 72, 137, 158, 13, 7, 116, 38, 135, 87, 93, 32, 110, 71, 239, 14, 175, 199, 54, 172, 78, 96, 105, 160, 47, 251, 77, 14, 45, 100, 77, 216, 128, 224, 211, 102, 4, 3, 6, 46, 6, 190, 106, 226, 22, 1, 38, 193, 12, 0, 61, 64, 151, 169, 180, 240, 46, 223, 59, 111, 89, 246, 81, 30, 152, 112, 48, 140, 66, 69, 47, 0, 237, 226, 47, 17, 66, 248, 78, 111, 167, 29, 239, 193, 154, 190, 127, 45, 65, 55, 224, 153, 22, 33, 224, 200, 209, 18, 246, 78, 172, 48, 37, 120, 227, 254, 203, 198, 195, 62, 163, 175, 62, 182, 110, 237, 0, 89, 183, 121, 112, 27, 235, 157, 104, 104, 254, 46, 88, 79, 189, 9, 64, 164, 14, 28, 37, 16, 122, 85, 130, 216, 252, 120, 31, 145, 7, 243, 194, 241, 120, 252, 208, 214, 68, 172, 30, 113, 184, 190, 32, 122, 232, 13, 63, 87, 200, 163, 195, 224, 118, 171, 121, 110, 232, 25, 15, 148, 137, 96, 68, 57, 145, 250, 47, 191, 2, 62, 13, 236, 197, 99, 201, 104, 57, 57, 12, 232, 212, 97, 109, 54, 117, 101, 182, 153, 52, 181, 153, 87, 222, 240, 153, 27, 8, 53, 125, 7, 57, 107, 26, 91, 237, 167, 125, 180, 132, 140, 128, 108, 201, 21, 12, 56, 30, 148, 78, 127, 130, 17, 43, 93, 70, 247, 175, 242, 1, 207, 37, 120, 123, 185, 17, 147, 27, 76, 238, 3, 40, 232, 160, 170, 193, 51, 186, 4, 139, 59, 205, 217, 188, 111, 114, 71, 22, 247, 115, 10, 124, 143, 221, 234, 108, 159, 52, 174, 48, 77, 196, 98, 16, 234, 168, 121, 4, 65, 165, 70, 183, 225, 80, 124, 48, 55, 26, 209, 176, 99, 133, 9, 101, 164, 234, 14, 163, 91, 102, 218, 111, 108, 179, 204, 29, 140, 147, 18, 104, 111, 167, 164, 28, 172, 11, 129, 255, 161, 255, 57, 147, 218, 61, 115, 179, 38, 222, 205, 216, 62, 25, 2, 176, 116, 36, 71, 206, 46, 237, 141, 131, 231, 5, 199, 221, 51, 139, 153, 144, 206, 91, 90, 188, 22, 63, 140, 211, 140, 10, 160, 242, 6, 87, 73, 175, 17, 1, 158, 240, 203, 32, 68, 102, 68, 211, 189, 80, 225, 3, 197, 151, 157, 55, 177, 14, 153, 14, 211, 108, 195, 102, 14, 118, 137, 150, 126, 143, 92, 66, 145, 22, 105, 51, 239, 83, 235, 74, 59, 209, 60, 207, 141, 66, 147, 125, 176, 196, 104, 22, 208, 96, 65, 26, 4, 56, 166, 184, 254, 48, 163, 145, 254, 26, 219, 106, 142, 117, 26, 177, 94, 122, 210, 133, 49, 24, 185, 37, 76, 113, 100, 35, 11, 254, 94, 78, 142, 64, 211, 213, 55, 246, 166, 29, 63, 11, 54, 144, 134, 163, 166, 212, 100, 236, 13, 190, 89, 228, 59, 239, 255, 132, 87, 86, 154, 156, 216, 51, 192, 189, 36, 62, 27, 246, 116, 169, 125, 57, 71, 200, 80, 157, 103, 134, 12, 221, 12, 18, 163, 171, 227, 177, 171, 175, 61, 206, 228, 204, 133, 211, 26, 50, 234, 241, 233, 144, 130, 169, 142, 27, 103, 202, 214, 208, 83, 240, 77, 236, 204, 188, 73, 10, 55, 36, 72, 243, 75, 206, 144, 214, 250, 231, 53, 199, 25, 70, 144, 24, 28, 114, 148, 14, 119, 68, 59, 201, 119, 9, 149, 148, 213, 240, 71, 179, 162, 108, 101, 140, 143, 104, 21, 234, 197, 26, 244, 224, 2, 72, 90, 238, 222, 53, 169, 174, 132, 165, 112, 207, 86, 145, 142, 83, 76, 195, 26, 55, 117, 141, 163, 56, 94, 24, 172, 226, 24, 207, 218, 188, 125, 86, 139, 247, 144, 244, 179, 159, 104, 227, 247, 79, 235, 44, 5, 229, 213, 68, 254, 14, 224, 203, 247, 165, 75, 73, 77, 138, 9, 15, 145, 211, 155, 50, 41, 96, 239, 102, 68, 244, 210, 244, 238, 133, 5, 102, 116, 156, 184, 238, 5, 55, 153, 206, 157, 178, 226, 209, 229, 36, 157, 51, 95, 221, 136, 193, 190, 121, 170, 19, 253, 78, 173, 63, 21, 214, 0, 172, 50, 200, 84, 182, 156, 75, 138, 124, 156, 140, 8, 167, 64, 88, 13, 157, 178, 46, 236, 218, 202, 170, 51, 159, 229, 86, 50, 199, 41, 36, 255, 249, 99, 117, 185, 179, 18, 105, 163, 129, 45, 219, 76, 18, 152, 254, 200, 190, 213, 67, 230, 42, 170, 118, 139, 57, 7, 229, 244, 32, 151, 158, 200, 94, 69, 25, 107, 175, 106, 208, 16, 55, 77, 227, 11, 126, 163, 28, 96, 84, 61, 65, 188, 148, 60, 123, 188, 87, 167, 181, 159, 25, 191, 64, 175, 54, 250, 98, 145, 21, 62, 60, 167, 48, 68, 254, 63, 230, 170, 206, 126, 202, 12, 30, 201, 199, 255, 80, 18, 19, 196, 64, 94, 68, 50, 150, 116, 186, 120, 74, 137, 124, 132, 186, 48, 80, 205, 130, 164, 160, 141, 48, 36, 254, 129, 86, 222, 194, 129, 139, 232, 40, 121, 110, 126, 42, 120, 202, 153, 130, 93, 97, 14, 61, 62, 191, 57, 88, 251, 167, 154, 156, 94, 65, 126, 136, 251, 29, 58, 252, 200, 203, 251, 6, 151, 1, 209, 3, 136, 145, 153, 89, 41, 59, 42, 39, 11, 201, 47, 135, 206, 214, 21, 41, 184, 170, 232, 38, 64, 222, 1, 144, 96, 38, 246, 234, 191, 122, 244, 171, 39, 178, 2, 70, 214, 66, 6, 45, 114, 246, 252, 250, 49, 30, 152, 243, 209, 197, 63, 102, 9, 230, 119, 107, 26, 195, 228, 187, 43, 51, 10, 231, 141, 112, 141, 116, 23, 156, 246, 44, 210, 97, 172, 110, 180, 12, 251, 176, 160, 27, 74, 245, 15, 173, 115, 54, 193, 219, 102, 108, 54, 27, 43, 100, 224, 242, 198, 97, 37, 202, 122, 178, 224, 116, 70, 250, 81, 68, 48, 7, 23, 4, 155, 236, 242, 88, 62, 16, 62, 46, 60, 68, 207, 118, 235, 236, 211, 207, 174, 145, 187, 241, 210, 56, 242, 238, 13, 219, 33, 192, 117, 173, 210, 103, 144, 201, 136, 203, 26, 189, 179, 8, 182, 171, 151, 170, 153, 95, 226, 49, 180, 223, 176, 209, 77, 115, 188, 217, 216, 117, 5, 14, 101, 201, 171, 190, 253, 161, 162, 238, 185, 113, 149, 143, 45, 68, 111, 3, 220, 60, 191, 204, 66, 56, 27, 13, 139, 204, 66, 25, 20, 77, 221, 74, 230, 45, 239, 106, 213, 96, 8, 190, 73, 209, 200, 172, 148, 227, 6, 67, 229, 224, 56, 5, 241, 177, 165, 76, 8, 153, 84, 107, 7, 179, 204, 24, 127, 134, 81, 229, 252, 181, 249, 159, 254, 116, 99, 201, 53, 93, 78, 26, 86, 236, 53, 245, 95, 62, 89, 16, 58, 211, 113, 131, 214, 50, 171, 134, 1, 29, 154, 209, 2, 3, 63, 246, 66, 236, 100, 222, 21, 225, 115, 163, 185, 245, 230, 147, 170, 177, 88, 0, 25, 199, 230, 159, 170, 244, 53, 5, 42, 71, 232, 199, 136, 124, 55, 13, 0, 29, 71, 178, 183, 129, 204, 162, 214, 135, 116, 190, 247, 44, 7, 100, 252, 64, 238, 94, 227, 157, 0, 44, 110, 56, 138, 193, 42, 230, 181, 147, 208, 52, 59, 39, 68, 227, 231, 92, 175, 70, 59, 214, 110, 61, 56, 105, 162, 115, 129, 140, 163, 19, 178, 98, 139, 105, 151, 247, 193, 14, 75, 139, 27, 17, 127, 7, 235, 100, 116, 81, 31, 255, 218, 35, 217, 112, 69, 51, 18, 120, 194, 124, 216, 98, 30, 104, 218, 56, 160, 252, 245, 105, 145, 59, 108, 138, 108, 244, 177, 105, 82, 11, 181, 139, 121, 111, 143, 56, 111, 217, 95, 136, 1, 120, 223, 252, 242, 248, 186, 184, 246, 230, 223, 134, 73, 243, 55, 19, 103, 77, 245, 91, 107, 183, 175, 156, 8, 163, 57, 37, 18, 204, 197, 250, 45, 215, 59, 210, 138, 159, 224, 49, 20, 163, 161, 82, 133, 60, 51, 109, 111, 210, 239, 67, 31, 111, 240, 130, 38, 63, 203, 65, 64, 184, 246, 139, 115, 128, 127, 46, 61, 61, 178, 89, 215, 250, 222, 90, 239, 214, 113, 249, 182, 247, 216, 197, 47, 245, 103, 21, 205, 24, 226, 237, 22, 59, 136, 62, 51, 255, 153, 147, 118, 94, 105, 43, 40, 176, 31, 98, 101, 177, 41, 243, 151, 19, 162, 107, 243, 160, 54, 225, 162, 9, 165, 213, 210, 181, 227, 61, 174, 20, 149, 218, 111, 10, 245, 230, 139, 76, 242, 26, 144, 150, 241, 87, 132, 154, 64, 237, 31, 141, 9, 119, 173, 95, 49, 95, 33, 214, 221, 197, 29, 9, 88, 142, 237, 237, 119, 252, 132, 94, 68, 253, 191, 100, 38, 111, 126, 202, 142, 7, 10, 86, 133, 215, 14, 222, 21, 85, 236, 23, 123, 206, 10, 132, 43, 137, 148, 121, 158, 189, 87, 154, 64, 53, 180, 23, 162, 104, 14, 228, 122, 83, 76, 83, 130, 66, 137, 9, 205, 94, 48, 61, 37, 182, 20, 6, 48, 16, 152, 162, 127, 200, 129, 19, 243, 178, 140, 186, 248, 118, 56, 192, 102, 129, 252, 83, 89, 113, 46, 161, 220, 163, 1, 141, 129, 80, 11, 122, 142, 166, 42, 213, 61, 241, 154, 150, 107, 60, 170, 79, 175, 28, 228, 68, 144, 215, 193, 157, 217, 186, 92, 75, 129, 234, 44, 92, 224, 121, 139, 208, 140, 72, 90, 119, 24, 191, 29, 191, 119, 239, 244, 51, 186, 3, 191, 209, 31, 211, 63, 36, 72, 186, 63, 59, 130, 169, 124, 217, 189, 169, 24, 109, 188, 124, 252, 71, 2, 88, 40, 124, 136, 118, 254, 160, 0, 123, 49, 154, 59, 103, 54, 19, 86, 171, 253, 11, 165, 227, 34, 195, 105, 158, 202, 12, 67, 6, 243, 203, 102, 62, 227, 128, 87, 69, 131, 191, 47, 221, 49, 210, 59, 86, 23, 93, 120, 107, 16, 216, 239, 216, 133, 217, 36, 97, 251, 159, 176, 178, 48, 167, 149, 150, 210, 193, 201, 61, 119, 34, 152, 7, 177, 176, 100, 14, 141, 112, 223, 152, 126, 77, 197, 198, 1, 152, 176, 88, 26, 144, 53, 155, 199, 22, 43, 100, 233, 82, 190, 136, 84, 176, 51, 80, 69, 153, 62, 119, 194, 190, 3, 60, 66, 157, 9, 30, 8, 22, 228, 2, 16, 143, 247, 63, 201, 196, 31, 219, 240, 64, 71, 219, 66, 72, 159, 16, 169, 22, 137, 32, 219, 228, 66, 169, 253, 77, 239, 214, 95, 171, 240, 218, 88, 52, 10, 209, 8, 3, 167, 130, 135, 101, 127, 138, 249, 36, 19, 113, 234, 190, 38, 101, 75, 20, 13, 49, 199, 7, 192, 83, 185, 237, 168, 247, 124, 244, 126, 177, 119, 219, 65, 74, 7, 218, 133, 103, 100, 130, 86, 183, 142, 49, 211, 137, 56, 101, 220, 233, 32, 248, 184, 254, 149, 166, 91, 5, 128, 83, 134, 153, 108, 137, 205, 51, 205, 144, 115, 15, 199, 62, 36, 0, 63, 228, 235, 62, 78, 172, 128, 116, 245, 59, 240, 141, 199, 171, 16, 127, 105, 75, 128, 207, 231, 93, 129, 16, 54, 186, 65, 220, 155, 165, 251, 202, 28, 232, 16, 237, 175, 228, 227, 10, 193, 28, 128, 85, 207, 250, 218, 177, 163, 51, 219, 252, 65, 44, 9, 72, 96, 229, 68, 25, 87, 210, 130, 128, 45, 17, 58, 51, 67, 230, 58, 200, 79, 103, 117, 119, 94, 36, 74, 158, 161, 242, 254, 79, 170, 139, 236, 173, 4, 180, 213, 151, 112, 76, 214, 61, 222, 175, 217, 2, 244, 218, 62, 9, 38, 252, 56, 66, 146, 9, 159, 136, 39, 133, 157, 126, 219, 122, 139, 242, 123, 197, 52, 244, 97, 38, 180, 242, 57, 45, 114, 248, 199, 62, 250, 58, 142, 253, 232, 137, 166, 138, 46, 252, 233, 76, 194, 57, 169, 235, 69, 90, 133, 204, 49, 191, 122, 149, 222, 14, 22, 208, 89, 30, 165, 5, 210, 89, 252, 108, 23, 218, 90, 245, 200, 248, 97, 53, 217, 194, 210, 255, 193, 76, 0, 160, 114, 20, 225, 108, 17, 232, 72, 117, 15, 132, 66, 173, 251, 248, 234, 118, 150, 129, 54, 141, 20, 32, 208, 209, 77, 195, 217, 215, 66, 35, 158, 90, 64, 112, 187, 104, 169, 160, 205, 7, 108, 185, 203, 117, 156, 15, 231, 224, 115, 12, 161, 254, 90, 108, 124, 227, 170, 182, 37, 89, 95, 127, 121, 231, 114, 217, 193, 74, 88, 148, 251, 107, 36, 29, 143, 34, 110, 33, 106, 13, 187, 24, 137, 210, 140, 104, 234, 104, 158, 110, 161, 152, 216, 122, 124, 100, 110, 149, 193, 224, 207, 213, 153, 59, 49, 229, 219, 50, 141, 113, 144, 197, 120, 187, 170, 102, 167, 203, 2, 223, 165, 172, 4, 100, 114, 189, 141, 76, 206, 28, 115, 86, 246, 211, 25, 135, 221, 76, 190, 60, 68, 68, 247, 145, 78, 18, 183, 237, 76, 16, 152, 201, 175, 91, 117, 55, 53, 229, 8, 148, 117, 22, 70, 185, 78, 3, 211, 171, 198, 206, 85, 134, 204, 76, 56, 103, 38, 32, 252, 222, 106, 46, 43, 223, 8, 170, 142, 253, 202, 101, 120, 217, 199, 175, 192, 199, 216, 21, 82, 239, 108, 75, 25, 221, 188, 202, 178, 233, 216, 24, 107, 216, 127, 12, 129, 5, 234, 90, 180, 156, 6, 119, 169, 5, 9, 144, 29, 216, 38, 102, 198, 176, 138, 59, 1, 231, 231, 80, 91, 156, 255, 113, 244, 163, 230, 96, 34, 221, 7, 242, 40, 153, 249, 164, 231, 149, 223, 49, 239, 11, 167, 241, 41, 229, 89, 62, 206, 10, 141, 15, 86, 45, 3, 96, 234, 172, 36, 141, 161, 123, 238, 38, 224, 219, 22, 98, 52, 187, 28, 33, 66, 209, 3, 1, 21, 235, 68, 165, 52, 122, 168, 51, 188, 118, 73, 192, 120, 5, 226, 126, 237, 6, 48, 180, 62, 46, 157, 45, 102, 84, 141, 174, 195, 182, 198, 244, 244, 71, 111, 38, 241, 119, 188, 228, 242, 135, 235, 222, 124, 78, 27, 239, 55, 184, 87, 104, 20, 225, 4, 106, 237, 173, 138, 63, 202, 132, 33, 146, 58, 12, 209, 1, 90, 249, 26, 97, 98, 221, 79, 127, 180, 235, 38, 230, 30, 163, 145, 99, 242, 151, 26, 123, 80, 127, 242, 138, 254, 63, 217, 50, 249, 206, 64, 117, 111, 145, 100, 217, 102, 179, 44, 104, 129, 140, 76, 143, 94, 103, 181, 232, 197, 185, 128, 109, 45, 121, 106, 223, 75, 21, 8, 201, 204, 149, 204, 92, 78, 26, 88, 193, 26, 205, 60, 4, 82, 26, 201, 254, 162, 238, 166, 95, 137, 78, 49, 162, 88, 192, 117, 0, 25, 215, 20, 113, 66, 222, 165, 206, 172, 189, 203, 213, 102, 174, 191, 79, 145, 125, 249, 81, 205, 63, 108, 117, 129, 98, 2, 87, 152, 250, 185, 11, 139, 157, 186, 79, 201, 26, 196, 120, 213, 179, 108, 186, 230, 55, 94, 73, 208, 209, 58, 28, 238, 255, 118, 0, 118, 223, 139, 208, 1, 166, 238, 146, 79, 222, 138, 8, 9, 88, 60, 16, 232, 253, 15, 83, 14, 55, 84, 182, 137, 246, 48, 195, 109, 20, 100, 224, 112, 182, 47, 153, 48, 37, 60, 7, 86, 188, 106, 12, 223, 123, 126, 183, 90, 156, 159, 214, 140, 124, 215, 135, 252, 42, 238, 86, 49, 25, 10, 106, 240, 132, 224, 48, 249, 125, 43, 154, 178, 148, 84, 52, 247, 154, 215, 215, 98, 253, 189, 57, 200, 27, 163, 241, 231, 79, 67, 3, 164, 0, 48, 186, 178, 157, 49, 23, 191, 104, 156, 100, 102, 0, 40, 10, 113, 5, 42, 152, 224, 184, 97, 171, 50, 127, 217, 162, 148, 19, 171, 105, 42, 145, 45, 138, 230, 214, 96, 35, 198, 117, 0, 140, 45, 22, 140, 15, 245, 22, 153, 90, 23, 139, 153, 224, 65, 187, 155, 108, 49, 203, 185, 114, 1, 72, 5, 175, 53, 53, 93, 237, 25, 181, 28, 212, 185, 157, 88, 39, 42, 213, 121, 76, 24, 70, 249, 203, 140, 149, 230, 220, 26, 180, 0, 56, 158, 175, 219, ]; let mut delta_chunk = Vec::new(); for byte in 2u32.to_be_bytes() { delta_chunk.push(byte); @@ -124,18 +139,4 @@ mod test { assert_eq!(data_recovery, data); } - - fn get_delta_action(code: u32) -> (Action, usize, u8) { - let action = match code / (1 << 30) { - 0 => Action::Rep, - 1 => Action::Add, - 2 => Action::Del, - _ => panic!(), - }; - let byte_value = code % (1 << 30) / (1 << 22); - let index = code % (1 << 22); - (action, index as usize, byte_value as u8) - } - - } diff --git a/src/lib.rs b/src/lib.rs index 2cd8a55..919706a 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -3,6 +3,7 @@ pub use hash_functions::hash; use std::collections::HashMap; mod chunkfs_sbc; +mod clusterer; mod graph; mod hash_functions; mod levenshtein_functions; @@ -36,4 +37,4 @@ impl Default for SBCMap { fn default() -> Self { Self::new() } -} \ No newline at end of file +} diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index 55906c5..a6fded4 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -1,16 +1,23 @@ #[cfg(test)] mod test { - extern crate sbc_algorithm; extern crate chunkfs; - use sbc_algorithm::{SBCMap, SBCScrubber}; + extern crate sbc_algorithm; + use chunkfs::chunkers::SuperChunker; + use chunkfs::hashers::Sha256Hasher; use chunkfs::FileSystem; + use sbc_algorithm::{SBCMap, SBCScrubber}; use std::collections::HashMap; - use chunkfs::hashers::Sha256Hasher; - use chunkfs::chunkers::SuperChunker; #[test] fn test_data_recovery() { - let mut fs = FileSystem::new(HashMap::default(), Box::new(SBCMap::new()), Box::new(SBCScrubber::new()), Sha256Hasher::default()); - let mut handle = fs.create_file("file".to_string(), SuperChunker::new(), true).unwrap(); + let mut fs = FileSystem::new( + HashMap::default(), + Box::new(SBCMap::new()), + Box::new(SBCScrubber::new()), + Sha256Hasher::default(), + ); + let mut handle = fs + .create_file("file".to_string(), SuperChunker::new(), true) + .unwrap(); let data = generate_data(4); fs.write_to_file(&mut handle, &data).unwrap(); fs.close_file(handle).unwrap(); @@ -29,5 +36,4 @@ mod test { let bytes = mb_size * MB; (0..bytes).map(|_| rand::random::()).collect() } - } From 8933b8ebb9c33dbbcb632aab23e1d95b8cce9d5d Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Fri, 11 Oct 2024 17:39:26 +0300 Subject: [PATCH 059/132] fix runner dependencies --- runner/Cargo.toml | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/runner/Cargo.toml b/runner/Cargo.toml index 241d4c1..4f0cc68 100644 --- a/runner/Cargo.toml +++ b/runner/Cargo.toml @@ -5,6 +5,6 @@ edition = "2021" [dependencies] -sbc_algorithm = { git = "https://github.com/maxscherbakov/sbc_algorithm.git", branch = "branch-for-integration" } +sbc_algorithm = { git = "https://github.com/maxscherbakov/sbc_algorithm.git" } chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support", features = ["hashers", "chunkers"] } rand = "0.8.5" From b0023154f385c42a3cd8f2f8552aeae572c29148 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 11 Nov 2024 14:02:44 +0300 Subject: [PATCH 060/132] fix path for sbc_algorithm in runner --- runner/Cargo.toml | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/runner/Cargo.toml b/runner/Cargo.toml index 4f0cc68..1b3db74 100644 --- a/runner/Cargo.toml +++ b/runner/Cargo.toml @@ -5,6 +5,6 @@ edition = "2021" [dependencies] -sbc_algorithm = { git = "https://github.com/maxscherbakov/sbc_algorithm.git" } +sbc_algorithm = { path = ".." } chunkfs = { git = "https://github.com/Piletskii-Oleg/chunkfs.git", branch = "SBC-FBC-support", features = ["hashers", "chunkers"] } rand = "0.8.5" From 3e93a64b283af2994dbe0cfbe51dfbdf7a0776b9 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 11 Nov 2024 14:05:40 +0300 Subject: [PATCH 061/132] make changes to the scrubber --- src/chunkfs_sbc.rs | 40 ++++----- src/clusterer.rs | 220 ++++++++++++++++++++++++++++++++------------- 2 files changed, 173 insertions(+), 87 deletions(-) diff --git a/src/chunkfs_sbc.rs b/src/chunkfs_sbc.rs index 510c169..d86f151 100644 --- a/src/chunkfs_sbc.rs +++ b/src/chunkfs_sbc.rs @@ -9,8 +9,6 @@ use std::collections::HashMap; use std::io; use std::time::Instant; -const MAX_COUNT_CHUNKS_IN_PACK: usize = 1024; - impl Database> for SBCMap { fn insert(&mut self, sbc_hash: SBCHash, chunk: Vec) -> io::Result<()> { self.sbc_hashmap.insert(sbc_hash, chunk); @@ -22,27 +20,17 @@ impl Database> for SBCMap { let chunk = match sbc_hash.chunk_type { ChunkType::Simple {} => sbc_value.clone(), - ChunkType::Delta {} => { + ChunkType::Delta(_) => { let mut buf = [0u8; 4]; buf.copy_from_slice(&sbc_value[..4]); let parent_hash = u32::from_be_bytes(buf); - let mut data = if self.contains(&SBCHash { - key: parent_hash, - chunk_type: ChunkType::Delta, - }) { - self.get(&SBCHash { - key: parent_hash, - chunk_type: ChunkType::Delta, - }) - .unwrap() - } else { - self.get(&SBCHash { + let mut data = self + .get(&SBCHash { key: parent_hash, chunk_type: ChunkType::Simple, }) - .unwrap() - }; + .unwrap(); let mut byte_index = 4; while byte_index < sbc_value.len() { @@ -108,11 +96,12 @@ where let time_start = Instant::now(); let mut processed_data = 0; let mut data_left = 0; - let count_chunks = database.into_iter().count(); + let mut cdc_data = 0; let mut clusters: HashMap)>> = HashMap::new(); - for (chunk_index, (_, data_container)) in database.into_iter().enumerate() { + for (_, data_container) in database.into_iter() { match data_container.extract() { Data::Chunk(data) => { + cdc_data += data.len(); let sbc_hash = hash_functions::hash(data.as_slice()); let parent_hash = self.graph.add_vertex(sbc_hash); let cluster = clusters.entry(parent_hash).or_default(); @@ -120,15 +109,16 @@ where } Data::TargetChunk(_) => {} } - if chunk_index % MAX_COUNT_CHUNKS_IN_PACK == 0 || chunk_index == count_chunks - 1 { - let (clusters_data_left, clusters_processed_data) = - clusterer::encode_clusters(&mut clusters, target_map); - data_left += clusters_data_left; - processed_data += clusters_processed_data; - clusters = HashMap::new(); - } } + let time_hashing = time_start.elapsed(); + println!("time for hashing: {time_hashing:?}"); + let (clusters_data_left, clusters_processed_data) = + clusterer::encode_clusters(&mut clusters, target_map); + println!("encode clusters"); + data_left += clusters_data_left; + processed_data += clusters_processed_data; let running_time = time_start.elapsed(); + println!("data size after cdc: {cdc_data}"); Ok(ScrubMeasurements { processed_data, running_time, diff --git a/src/clusterer.rs b/src/clusterer.rs index b63e7ad..5eac14c 100644 --- a/src/clusterer.rs +++ b/src/clusterer.rs @@ -1,98 +1,194 @@ use crate::levenshtein_functions::levenshtein_distance; use crate::{levenshtein_functions, ChunkType, SBCHash}; use chunkfs::{Data, DataContainer, Database}; -use std::collections::HashMap; +use std::collections::{HashMap, HashSet}; -pub(crate) fn encode_clusters( - clusters: &mut HashMap)>>, +fn count_delta_chunks_with_hash( target_map: &mut Box>>, -) -> (usize, usize) { - let mut data_left = 0; - let mut processed_data = 0; - for (_, cluster) in clusters.iter_mut() { - let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); - data_left += data_analyse.0; - processed_data += data_analyse.1; + hash: u32, +) -> u8 { + let mut count = 0; + while target_map.contains(&SBCHash { + key: hash, + chunk_type: ChunkType::Delta(count), + }) { + count += 1 } - (data_left, processed_data) + count +} + +fn find_empty_cell(target_map: &mut Box>>, hash: u32) -> u32 { + let mut left = hash; + let mut right = hash + 1; + loop { + if target_map.contains(&SBCHash { + key: left, + chunk_type: ChunkType::Simple, + }) { + left = left.saturating_sub(1); + } else { + return left; + } + if target_map.contains(&SBCHash { + key: right, + chunk_type: ChunkType::Simple, + }) { + right = right.saturating_add(1); + } else { + return right; + } + } +} + +fn encode_simple_chunk( + target_map: &mut Box>>, + data: &[u8], + hash: u32, +) -> (usize, SBCHash) { + let sbc_hash = SBCHash { + key: find_empty_cell(target_map, hash), + chunk_type: ChunkType::Simple, + }; + let _ = target_map.insert(sbc_hash.clone(), data.to_vec()); + (data.len(), sbc_hash) +} + +fn encode_delta_chunk( + target_map: &mut Box>>, + data: &[u8], + hash: u32, + parent_data: &[u8], +) -> (usize, SBCHash) { + let number_delta_chunk = count_delta_chunks_with_hash(target_map, hash); + let sbc_hash = SBCHash { + key: hash, + chunk_type: ChunkType::Delta(number_delta_chunk), + }; + let mut delta_chunk = Vec::new(); + for byte in hash.to_be_bytes() { + delta_chunk.push(byte); + } + for delta_action in levenshtein_functions::encode(data, parent_data) { + for byte in delta_action.to_be_bytes() { + delta_chunk.push(byte); + } + } + let processed_data = delta_chunk.len(); + let _ = target_map.insert(sbc_hash.clone(), delta_chunk); + (processed_data, sbc_hash) } fn encode_cluster( target_map: &mut Box>>, cluster: &mut [(u32, &mut DataContainer)], ) -> (usize, usize) { - let (parent_hash, parent_data) = find_parent_key_in_cluster(cluster); + let (parent_hash, parent_data, not_delta_encoded) = find_parent_chunk_in_cluster(cluster); let mut data_left = 0; let mut processed_data = 0; - let mut target_hash = SBCHash::default(); for (hash, data_container) in cluster.iter_mut() { + let mut target_hash = SBCHash::default(); match data_container.extract() { Data::Chunk(data) => { - if *hash == parent_hash { - target_hash = SBCHash { - key: *hash, - chunk_type: ChunkType::Simple, - }; - let _ = target_map.insert(target_hash.clone(), data.clone()); - data_left += data.len(); - } else { - target_hash = SBCHash { - key: *hash, - chunk_type: ChunkType::Delta, - }; - let mut delta_chunk = Vec::new(); - for byte in parent_hash.to_be_bytes() { - delta_chunk.push(byte); - } - for delta_action in - levenshtein_functions::encode(data.as_slice(), parent_data.as_slice()) - { - for byte in delta_action.to_be_bytes() { - delta_chunk.push(byte); - } + if *hash == parent_hash + || match not_delta_encoded.clone() { + None => false, + Some(set) => set.contains(hash), } - let _ = target_map.insert(target_hash.clone(), delta_chunk); - processed_data += data.len(); + { + let (left, sbc_hash) = encode_simple_chunk(target_map, data, *hash); + data_left += left; + target_hash = sbc_hash; + } else { + println!( + "len1: {}; len2: {}, hash: {}; parent_hash: {}", + data.len(), + parent_data.len(), + hash, + parent_hash + ); + let (processed, sbc_hash) = + encode_delta_chunk(target_map, data, *hash, parent_data.as_slice()); + processed_data += processed; + target_hash = sbc_hash; } } Data::TargetChunk(_) => {} } - data_container.make_target(vec![target_hash.clone()]); + data_container.make_target(vec![target_hash]); } (data_left, processed_data) } -fn find_parent_key_in_cluster(cluster: &[(u32, &mut DataContainer)]) -> (u32, Vec) { - let mut leader_hash = cluster[0].0; - let mut leader_data = Vec::new(); +fn find_parent_chunk_in_cluster( + cluster: &[(u32, &mut DataContainer)], +) -> (u32, Vec, Option>) { let mut min_sum_dist = u32::MAX; + let mut not_delta_encoded: HashMap> = HashMap::new(); + let mut parent_hash = cluster[0].0; + let mut parent_data = match cluster[0].1.extract() { + Data::Chunk(data) => data, + Data::TargetChunk(_) => panic!(), + }; for (hash_1, data_container_1) in cluster.iter() { let mut sum_dist_for_chunk = 0u32; - for (hash_2, data_container_2) in cluster.iter() { - if *hash_1 == *hash_2 { - continue; - } - match data_container_1.extract() { - Data::Chunk(data_1) => match data_container_2.extract() { - Data::Chunk(data_2) => { - sum_dist_for_chunk += - levenshtein_distance((*data_1).as_slice(), (*data_2).as_slice()); + match data_container_1.extract() { + Data::Chunk(data_1) => { + for (hash_2, data_container_2) in cluster.iter() { + if *hash_1 == *hash_2 { + continue; + } + match data_container_2.extract() { + Data::Chunk(data_2) => { + if data_1.len().abs_diff(data_2.len()) > 4000 + || data_1.len() * data_2.len() > 256 * (1 << 20) + { + let not_delta_encode_hashes = + not_delta_encoded.entry(*hash_1).or_default(); + not_delta_encode_hashes.insert(*hash_2); + } else { + let levenshtein_dist = levenshtein_distance( + (*data_1).as_slice(), + (*data_2).as_slice(), + ); + if levenshtein_dist * 4 >= data_1.len() as u32 { + let not_delta_encode_hashes = + not_delta_encoded.entry(*hash_1).or_default(); + not_delta_encode_hashes.insert(*hash_2); + } else { + sum_dist_for_chunk += levenshtein_dist; + } + } + } + Data::TargetChunk(_) => {} } - Data::TargetChunk(_) => {} - }, - Data::TargetChunk(_) => {} + } + if sum_dist_for_chunk < min_sum_dist { + min_sum_dist = sum_dist_for_chunk; + parent_hash = *hash_1; + parent_data = data_1; + } } + Data::TargetChunk(_) => {} } + } + ( + parent_hash, + parent_data.clone(), + not_delta_encoded.get(&parent_hash).cloned(), + ) +} - if sum_dist_for_chunk < min_sum_dist { - leader_hash = *hash_1; - leader_data = match data_container_1.extract() { - Data::Chunk(data) => data.clone(), - Data::TargetChunk(_) => Vec::new(), - }; - min_sum_dist = sum_dist_for_chunk - } +pub(crate) fn encode_clusters( + clusters: &mut HashMap)>>, + target_map: &mut Box>>, +) -> (usize, usize) { + let mut data_left = 0; + let mut processed_data = 0; + for (_, cluster) in clusters.iter_mut() { + let data_analyse = encode_cluster(target_map, cluster.as_mut_slice()); + data_left += data_analyse.0; + processed_data += data_analyse.1; } - (leader_hash, leader_data) + (data_left, processed_data) } From 024d790c9c2c40f958fa4af85fe1112efaf01934 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 11 Nov 2024 14:08:14 +0300 Subject: [PATCH 062/132] change MAX_WEIGHT_EDGE --- src/graph.rs | 17 ++++++++--------- 1 file changed, 8 insertions(+), 9 deletions(-) diff --git a/src/graph.rs b/src/graph.rs index 3ca814e..a3ffabb 100644 --- a/src/graph.rs +++ b/src/graph.rs @@ -1,8 +1,8 @@ use std::collections::HashMap; -const MAX_WEIGHT_EDGE: u32 = 1 << 15; +const MAX_WEIGHT_EDGE: u32 = 1 << 5; -pub struct Vertex { +struct Vertex { parent: u32, } @@ -12,8 +12,8 @@ impl Vertex { } } -pub struct Graph { - pub(crate) vertices: HashMap, +pub(crate) struct Graph { + vertices: HashMap, } impl Graph { @@ -39,12 +39,11 @@ impl Graph { ..=hash + std::cmp::min(u32::MAX - hash, MAX_WEIGHT_EDGE) { if self.vertices.contains_key(&other_hash) { - let dist = u32::abs_diff(other_hash, hash); - if dist < min_dist { + let other_parent_hash = self.find_set(other_hash); + let dist = u32::abs_diff(other_parent_hash, hash); + if dist < min_dist && dist <= MAX_WEIGHT_EDGE { min_dist = dist; - parent_hash = self.find_set(other_hash); - } else { - break; + parent_hash = other_parent_hash; } } } From e8be54106c011f478e23c63c1cb314141fe351c3 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 11 Nov 2024 15:00:01 +0300 Subject: [PATCH 063/132] fix encode for delta chunk --- src/clusterer.rs | 35 +++++++++++++++++++++++++---------- src/lib.rs | 2 +- 2 files changed, 26 insertions(+), 11 deletions(-) diff --git a/src/clusterer.rs b/src/clusterer.rs index 5eac14c..260a6da 100644 --- a/src/clusterer.rs +++ b/src/clusterer.rs @@ -45,12 +45,21 @@ fn encode_simple_chunk( data: &[u8], hash: u32, ) -> (usize, SBCHash) { - let sbc_hash = SBCHash { - key: find_empty_cell(target_map, hash), + let mut sbc_hash = SBCHash { + key: hash, chunk_type: ChunkType::Simple, }; - let _ = target_map.insert(sbc_hash.clone(), data.to_vec()); - (data.len(), sbc_hash) + if !target_map.contains(&sbc_hash){ + sbc_hash.key = find_empty_cell(target_map, hash); + let _ = target_map.insert(sbc_hash.clone(), data.to_vec()); + (data.len(), sbc_hash) + } else if target_map.get(&sbc_hash).unwrap().as_slice() == data { + (0, sbc_hash) + } else { + sbc_hash.key = find_empty_cell(target_map, hash); + let _ = target_map.insert(sbc_hash.clone(), data.to_vec()); + (data.len(), sbc_hash) + } } fn encode_delta_chunk( @@ -58,6 +67,7 @@ fn encode_delta_chunk( data: &[u8], hash: u32, parent_data: &[u8], + parent_hash: u32, ) -> (usize, SBCHash) { let number_delta_chunk = count_delta_chunks_with_hash(target_map, hash); let sbc_hash = SBCHash { @@ -65,7 +75,7 @@ fn encode_delta_chunk( chunk_type: ChunkType::Delta(number_delta_chunk), }; let mut delta_chunk = Vec::new(); - for byte in hash.to_be_bytes() { + for byte in parent_hash.to_be_bytes() { delta_chunk.push(byte); } for delta_action in levenshtein_functions::encode(data, parent_data) { @@ -106,8 +116,13 @@ fn encode_cluster( hash, parent_hash ); - let (processed, sbc_hash) = - encode_delta_chunk(target_map, data, *hash, parent_data.as_slice()); + let (processed, sbc_hash) = encode_delta_chunk( + target_map, + data, + *hash, + parent_data.as_slice(), + parent_hash, + ); processed_data += processed; target_hash = sbc_hash; } @@ -135,11 +150,11 @@ fn find_parent_chunk_in_cluster( match data_container_1.extract() { Data::Chunk(data_1) => { for (hash_2, data_container_2) in cluster.iter() { - if *hash_1 == *hash_2 { - continue; - } match data_container_2.extract() { Data::Chunk(data_2) => { + if *hash_1 == *hash_2 && data_1 == data_2 { + continue; + } if data_1.len().abs_diff(data_2.len()) > 4000 || data_1.len() * data_2.len() > 256 * (1 << 20) { diff --git a/src/lib.rs b/src/lib.rs index 919706a..e401d60 100644 --- a/src/lib.rs +++ b/src/lib.rs @@ -10,7 +10,7 @@ mod levenshtein_functions; #[derive(Hash, PartialEq, Eq, Clone, Default)] enum ChunkType { - Delta, + Delta(u8), #[default] Simple, } From d29e5bb3fd15deeb6dfeb5847640a2822659081d Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 11 Nov 2024 15:00:16 +0300 Subject: [PATCH 064/132] fix test_data_recovery --- tests/sbc_tests.rs | 5 ++--- 1 file changed, 2 insertions(+), 3 deletions(-) diff --git a/tests/sbc_tests.rs b/tests/sbc_tests.rs index a6fded4..50521f3 100644 --- a/tests/sbc_tests.rs +++ b/tests/sbc_tests.rs @@ -18,12 +18,11 @@ mod test { let mut handle = fs .create_file("file".to_string(), SuperChunker::new(), true) .unwrap(); - let data = generate_data(4); + let data = generate_data(8); fs.write_to_file(&mut handle, &data).unwrap(); fs.close_file(handle).unwrap(); - let res = fs.scrub().unwrap(); - println!("{res:?}"); + let _res = fs.scrub().unwrap(); let mut handle = fs.open_file("file", SuperChunker::new()).unwrap(); let read = fs.read_file_complete(&mut handle).unwrap(); From 046b0d2de82a5813057c881f8b812d0ada8bb187 Mon Sep 17 00:00:00 2001 From: maxscherbakov Date: Mon, 11 Nov 2024 15:01:00 +0300 Subject: [PATCH 065/132] fix main.rs --- runner/files/emails_test.csv | 505359 ++++++++++++++++++++++++++++++++ runner/src/main.rs | 22 +- 2 files changed, 505372 insertions(+), 9 deletions(-) create mode 100644 runner/files/emails_test.csv diff --git a/runner/files/emails_test.csv b/runner/files/emails_test.csv new file mode 100644 index 0000000..c07917b --- /dev/null +++ b/runner/files/emails_test.csv @@ -0,0 +1,505359 @@ +"file","message" +"allen-p/_sent_mail/1.","Message-ID: <18782981.1075855378110.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 16:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Here is our forecast + + " +"allen-p/_sent_mail/10.","Message-ID: <15464986.1075855378456.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 13:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Traveling to have a business meeting takes the fun out of the trip. Especially if you have to prepare a presentation. I would suggest holding the business plan meetings here then take a trip without any formal business meetings. I would even try and get some honest opinions on whether a trip is even desired or necessary. + +As far as the business meetings, I think it would be more productive to try and stimulate discussions across the different groups about what is working and what is not. Too often the presenter speaks and the others are quiet just waiting for their turn. The meetings might be better if held in a round table discussion format. + +My suggestion for where to go is Austin. Play golf and rent a ski boat and jet ski's. Flying somewhere takes too much time. +" +"allen-p/_sent_mail/100.","Message-ID: <24216240.1075855687451.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 03:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: leah.arsdall@enron.com +Subject: Re: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Leah Van Arsdall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +test successful. way to go!!!" +"allen-p/_sent_mail/1000.","Message-ID: <13505866.1075863688222.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 06:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Randy, + + Can you send me a schedule of the salary and level of everyone in the +scheduling group. Plus your thoughts on any changes that need to be made. +(Patti S for example) + +Phillip" +"allen-p/_sent_mail/1001.","Message-ID: <30922949.1075863688243.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: greg.piper@enron.com +Subject: Re: Hello +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Greg Piper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Let's shoot for Tuesday at 11:45. " +"allen-p/_sent_mail/1002.","Message-ID: <30965995.1075863688265.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 04:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: greg.piper@enron.com +Subject: Re: Hello +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Greg Piper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + How about either next Tuesday or Thursday? + +Phillip" +"allen-p/_sent_mail/1003.","Message-ID: <16254169.1075863688286.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 07:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.l.johnson@enron.com, john.shafer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: david.l.johnson@enron.com, John Shafer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please cc the following distribution list with updates: + +Phillip Allen (pallen@enron.com) +Mike Grigsby (mike.grigsby@enron.com) +Keith Holst (kholst@enron.com) +Monique Sanchez +Frank Ermis +John Lavorato + + +Thank you for your help + +Phillip Allen +" +"allen-p/_sent_mail/1004.","Message-ID: <17189699.1075863688308.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 06:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: joyce.teixeira@enron.com +Subject: Re: PRC review - phone calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Joyce Teixeira +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +any morning between 10 and 11:30" +"allen-p/_sent_mail/101.","Message-ID: <20641191.1075855687472.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 02:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark.scott@enron.com +Subject: Re: High Speed Internet Access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +1. login: pallen pw: ke9davis + + I don't think these are required by the ISP + + 2. static IP address + + IP: 64.216.90.105 + Sub: 255.255.255.248 + gate: 64.216.90.110 + DNS: 151.164.1.8 + + 3. Company: 0413 + RC: 105891" +"allen-p/_sent_mail/102.","Message-ID: <30795301.1075855687494.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: zimam@enron.com +Subject: FW: fixed forward or other Collar floor gas price terms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: zimam@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/16/2000 +01:42 PM --------------------------- + + +""Buckner, Buck"" on 10/12/2000 01:12:21 PM +To: ""'Pallen@Enron.com'"" +cc: +Subject: FW: fixed forward or other Collar floor gas price terms + + +Phillip, + +> As discussed during our phone conversation, In a Parallon 75 microturbine +> power generation deal for a national accounts customer, I am developing a +> proposal to sell power to customer at fixed or collar/floor price. To do +> so I need a corresponding term gas price for same. Microturbine is an +> onsite generation product developed by Honeywell to generate electricity +> on customer site (degen). using natural gas. In doing so, I need your +> best fixed price forward gas price deal for 1, 3, 5, 7 and 10 years for +> annual/seasonal supply to microturbines to generate fixed kWh for +> customer. We have the opportunity to sell customer kWh 's using +> microturbine or sell them turbines themselves. kWh deal must have limited/ +> no risk forward gas price to make deal work. Therein comes Sempra energy +> gas trading, truly you. +> +> We are proposing installing 180 - 240 units across a large number of +> stores (60-100) in San Diego. +> Store number varies because of installation hurdles face at small percent. +> +> For 6-8 hours a day Microturbine run time: +> Gas requirement for 180 microturbines 227 - 302 MMcf per year +> Gas requirement for 240 microturbines 302 - 403 MMcf per year +> +> Gas will likely be consumed from May through September, during peak +> electric period. +> Gas price required: Burnertip price behind (LDC) San Diego Gas & Electric +> Need detail breakout of commodity and transport cost (firm or +> interruptible). +> +> Should you have additional questions, give me a call. +> Let me assure you, this is real deal!! +> +> Buck Buckner, P.E., MBA +> Manager, Business Development and Planning +> Big Box Retail Sales +> Honeywell Power Systems, Inc. +> 8725 Pan American Frwy +> Albuquerque, NM 87113 +> 505-798-6424 +> 505-798-6050x +> 505-220-4129 +> 888/501-3145 +> +" +"allen-p/_sent_mail/103.","Message-ID: <33076797.1075855687515.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: buck.buckner@honeywell.com +Subject: Re: FW: fixed forward or other Collar floor gas price terms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Buckner, Buck"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mr. Buckner, + + For delivered gas behind San Diego, Enron Energy Services is the appropriate +Enron entity. I have forwarded your request to Zarin Imam at EES. Her phone +number is 713-853-7107. + +Phillip Allen" +"allen-p/_sent_mail/104.","Message-ID: <25459584.1075855687536.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 06:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the rentrolls: + + + + Open them and save in the rentroll folder. Follow these steps so you don't +misplace these files. + + 1. Click on Save As + 2. Click on the drop down triangle under Save in: + 3. Click on the (C): drive + 4. Click on the appropriate folder + 5. Click on Save: + +Phillip" +"allen-p/_sent_mail/105.","Message-ID: <13116875.1075855687561.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:16 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/_sent_mail/106.","Message-ID: <2707340.1075855687584.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:00 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/_sent_mail/107.","Message-ID: <2465689.1075855687605.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 06:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + + Here are the names of the west desk members by category. The origination +side is very sparse. + + + + + +Phillip +" +"allen-p/_sent_mail/108.","Message-ID: <1115198.1075855687626.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 05:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: 2001 Margin Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Paula, + + 35 million is fine + +Phillip" +"allen-p/_sent_mail/109.","Message-ID: <19773657.1075855687649.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Var, Reporting and Resources Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/04/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 10/04/2000 12:23 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Ted +Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: Var, Reporting and Resources Meeting + +Please plan to attend the below Meeting: + + + Topic: Var, Reporting and Resources Meeting + + Date: Wednesday, October 11th + + Time: 2:30 - 3:30 + + Location: EB30C1 + + + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + + + + + +" +"allen-p/_sent_mail/11.","Message-ID: <7391389.1075855378477.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 11:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Tim, + +mike grigsby is having problems with accessing the west power site. Can you please make sure he has an active password. + +Thank you, + +Phillip" +"allen-p/_sent_mail/110.","Message-ID: <12759088.1075855687671.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:30 PM --------------------------- + + +""George Richards"" on 10/03/2000 06:35:56 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate + + +Westgate + +Enclosed are demographics on the Westgate site from Investor's Alliance. +Investor's Alliance says that these demographics are similar to the package +on San Marcos that you received earlier. +If there are any other questions or information requirements, let me know. +Then, let me know your interest level in the Westgate project? + +San Marcos +The property across the street from the Sagewood units in San Marcos is for +sale and approved for 134 units. The land is selling for $2.50 per square +foot as it is one of only two remaining approved multifamily parcels in West +San Marcos, which now has a moratorium on development. + +Several new studies we have looked at show that the rents for our duplexes +and for these new units are going to be significantly higher, roughly $1.25 +per square foot if leased for the entire unit on a 12-month lease and +$1.30-$1.40 psf if leased on a 12-month term, but by individual room. This +property will have the best location for student housing of all new +projects, just as the duplexes do now. + +If this project is of serious interest to you, please let me know as there +is a very, very short window of opportunity. The equity requirement is not +yet known, but it would be likely to be $300,000 to secure the land. I will +know more on this question later today. + +Sincerely, + +George W. Richards +President, Creekside Builders, LLC + + + - winmail.dat +" +"allen-p/_sent_mail/111.","Message-ID: <29177675.1075855687692.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting re: Storage Strategies in the West +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:13 PM --------------------------- + + +Nancy Hall@ENRON +10/02/2000 06:42 AM +To: Mark Whitt/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Paul Bieniawski/Corp/Enron@ENRON, Tyrell +Harrison/NA/Enron@Enron +cc: Jean Mrha/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Monica +Jackson/Corp/Enron@ENRON +Subject: Meeting re: Storage Strategies in the West + +There will be a meeting on Tuesday, Oct. 10th at 4:00pm in EB3270 regarding +Storage Strategies in the West. Please mark your calendars. + +Thank you! + +Regards, +Nancy Hall +ENA Denver office +303-575-6490 +" +"allen-p/_sent_mail/112.","Message-ID: <24729148.1075855687713.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + +Please use the second check as the October payment. If you have already +tossed it, let me know so I can mail you another. + +Phillip" +"allen-p/_sent_mail/113.","Message-ID: <17610321.1075855687735.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 03:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: Not business related.. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Fletch has a good CPA. I am still doing my own. " +"allen-p/_sent_mail/114.","Message-ID: <26575732.1075855687756.JavaMail.evans@thyme> +Date: Mon, 2 Oct 2000 02:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: Re: Original Sept check/closing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""BS Stone"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + Please use the second check as my October payment. I have my copy of the +original deal. Do you want me to fax this to you? + +Phillip" +"allen-p/_sent_mail/115.","Message-ID: <15294346.1075855687778.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 06:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lkuch@mh.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lkuch@mh.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/28/2000 +01:09 PM --------------------------- + + + + From: Phillip K Allen 09/28/2000 10:56 AM + + + +Liane, + + As we discussed yesterday, I am concerned there may have been an attempt to +manipulate the El Paso San Juan monthly index. It appears that a single +buyer entered the marketplace on both September 26 and 27 and paid above +market prices ($4.70-$4.80) for San Juan gas. At the time of these trades, +offers for physical gas at significantly (10 to 15 cents) lower prices were +bypassed in order to establish higher trades to report into the index +calculation. Additionally, these trades are out of line with the associated +financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indices that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indices against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen + + +" +"allen-p/_sent_mail/116.","Message-ID: <25140503.1075855687800.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 05:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.hodge@enron.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey T Hodge +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Liane, + + As we discussed yesterday, I am concerned there has been an attempt to +manipulate the El Paso San Juan monthly index. A single buyer entered the +marketplace on both September 26 and 27 and paid above market prices +($4.70-$4.80) for San Juan gas with the intent to distort the index. At the +time of these trades, offers for physical gas at significantly (10 to 15 +cents) lower prices were bypassed in order to establish higher trades to +report into the index calculation. Additionally, these trades are out of +line with the associated financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indeces that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indeces against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen +" +"allen-p/_sent_mail/117.","Message-ID: <19034252.1075855687825.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:28 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/_sent_mail/118.","Message-ID: <719350.1075855687850.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:26 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/_sent_mail/119.","Message-ID: <10523086.1075855687873.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> No Response + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + +Status update: +Phillip K Allen -> No Response +Hunter S Shively -> No Response +Scott Mills -> No Response +Allan Severude -> Accepted +Jeffrey C Gossett -> Accepted +Colleen Sullivan -> No Response +Russ Severson -> No Response +Jayant Krishnaswamy -> Accepted +Russell Long -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 10:38 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Jayant +Krishnaswamy/HOU/ECT@ECT, Russell Long/HOU/ECT@ECT +cc: +Subject: Gas Trading Vision mtg. + +This meeting has been moved to 4:00 on Wed. in room 2601. I have sent a +confirmation to each of you via Lotus Notes. Sorry for all of the changes +but there was a scheduling problem with a couple of people for the original +time slot. +" +"allen-p/_sent_mail/12.","Message-ID: <8572706.1075855378498.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 15:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Reagan, + +Just wanted to give you an update. I have changed the unit mix to include some 1 bedrooms and reduced the number of buildings to 12. Kipp Flores is working on the construction drawings. At the same time I am pursuing FHA financing. Once the construction drawings are complete I will send them to you for a revised bid. Your original bid was competitive and I am still attracted to your firm because of your strong local presence and contacts. + +Phillip" +"allen-p/_sent_mail/120.","Message-ID: <29665600.1075855687895.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cindy.cicchetti@enron.com +Subject: Re: Gas Trading Vision meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cindy Cicchetti +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nymex expiration is during this time frame. Please reschedule." +"allen-p/_sent_mail/121.","Message-ID: <4449575.1075855687916.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:08 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 11:30 AM +End: 09/27/2000 12:30 PM + +Description: Gas Trading Vision Meeting - Room EB2556 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT +Hunter S Shively/HOU/ECT +Scott Mills/HOU/ECT +Allan Severude/HOU/ECT +Jeffrey C Gossett/HOU/ECT +Colleen Sullivan/HOU/ECT +Russ Severson/HOU/ECT +Jayant Krishnaswamy/HOU/ECT +Russell Long/HOU/ECT + +Detailed description: + + +" +"allen-p/_sent_mail/122.","Message-ID: <24741229.1075855687937.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Gas Physical/Financial Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:07 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 09:23 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT +cc: +Subject: Gas Physical/Financial Position + +I have scheduled and entered on each of your calendars a meeting for the +above referenced topic. It will take place on Thursday, 9/28 from 3:00 - +4:00 in Room EB2537. +" +"allen-p/_sent_mail/123.","Message-ID: <19330146.1075855687961.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 04:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: closing +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +11:57 AM --------------------------- + + +""BS Stone"" on 09/26/2000 04:47:40 AM +To: ""jeff"" +cc: ""Phillip K Allen"" +Subject: closing + + + +Jeff, +? +Is the closing today?? After reviewing the agreement?I find it isn't binding +as far as I can determine.? It is too vague and it doesn't sound like +anything an attorney or title company would?draft for a real estate +closing--but, of course, I could be wrong.? +? +If this?closing is going to take place without this agreement then there is +no point in me following up on this?document's validity.? +? +I will just need to go back to my closing documents and see what's there and +find out where I am with that and deal with this as best I can. +? +I guess I was expecting something that would be an exhibit to a recordable +document or something a little more exact, or rather?sort of a contract.? +This isn't either.? I tried to get a real estate atty on the phone last +night but he was out of pocket.? I talked to a crim. atty friend and he said +this is out of his area but doesn't sound binding to him.? +? +I will go back to mine and Phillip Allen's transaction?and take a look at +that but as vague and general as this is I doubt that my signature? is even +needed to complete this transaction.? I am in after 12 noon if there is any +need to contact me regarding the closing. +? +I really do not want to hold up anything or generate more work for myself +and I don't want to insult or annoy anyone but this paper really doesn't +seem to be something required for a closing.? In the event you do need my +signature on something like this I would rather have time to have it +reviewed before I accept it. +? +Brenda +? +? +" +"allen-p/_sent_mail/124.","Message-ID: <7763065.1075855687985.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: christopher.calger@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christopher F Calger +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Chris, + + What is the latest with PG&E? We have been having good discussions +regarding EOL. + Call me when you can. X37041 + +Phillip" +"allen-p/_sent_mail/125.","Message-ID: <14215818.1075855688008.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:01 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + The meeting with Richard Burchfield/HOU/ECT was rescheduled. + +On 09/28/2000 03:00:00 PM CDT +For 1 hour +With: Richard Burchfield/HOU/ECT (Chairperson) + Fletcher J Sturm/HOU/ECT (Invited) + Scott Neal/HOU/ECT (Invited) + Hunter S Shively/HOU/ECT (Invited) + Phillip K Allen/HOU/ECT (Invited) + Allan Severude/HOU/ECT (Invited) + Scott Mills/HOU/ECT (Invited) + Russ Severson/HOU/ECT (Invited) + +Gas Physical/Financail Positions - Room 2537 + +" +"allen-p/_sent_mail/126.","Message-ID: <17698185.1075855688030.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:00 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 01:00 PM +End: 09/27/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +" +"allen-p/_sent_mail/127.","Message-ID: <26911498.1075855688052.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 05:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Happy B-day. Email me your phone # and I will call you. + +Keith" +"allen-p/_sent_mail/128.","Message-ID: <21367359.1075855688073.JavaMail.evans@thyme> +Date: Fri, 22 Sep 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kathy.moore@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kathy M Moore +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kathy, + +Regarding the guest password for gas daily, can you please relay the +information to Mike Grigsby at 37031 so he can pass it along to the user at +gas daily today. I will be out of the office on Friday. + +thank you + +Phillip" +"allen-p/_sent_mail/129.","Message-ID: <21687372.1075855688094.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 08:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + Denver's short rockies position beyond 2002 is created by their Trailblazer +transport. They are unhedged 15,000/d in 2003 and 25,000/d in 2004 and +2005. + + They are scrubbing all their books and booking the Hubert deal on Wednesday +and Thursday. + +Phillip" +"allen-p/_sent_mail/13.","Message-ID: <32300323.1075855378519.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 12:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jim, + +Is there going to be a conference call or some type of weekly meeting about all the regulatory issues facing California this week? Can you make sure the gas desk is included. + +Phillip" +"allen-p/_sent_mail/130.","Message-ID: <31434120.1075855688116.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 06:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Below is a list of questions that Keith and I had regarding the Westgate +project: + + Ownership Structure + + What will be the ownership structure? Limited partnership? General partner? + + What are all the legal entities that will be involved and in what +capacity(regarding ownership and + liabilities)? + + Who owns the land? improvements? + + Who holds the various loans? + + Is the land collateral? + + Investment + + What happens to initial investment? + + Is it used to purchase land for cash?Secure future loans? + + Why is the land cost spread out on the cash flow statement? + + When is the 700,000 actually needed? Now or for the land closing? Investment +schedule? + + Investment Return + + Is Equity Repayment the return of the original investment? + + Is the plan to wait until the last unit is sold and closed before profits +are distributed? + + Debt + + Which entity is the borrower for each loan and what recourse or collateral +is associated with each + loan? + + Improvement + + Construction + + Are these the only two loans? Looks like it from the cash flow statement. + + Terms of each loan? + + Uses of Funds + + How will disbursements be made? By whom? + + What type of bank account? Controls on max disbursement? Internet viewing +for investors? + + Reports to track expenses vs plan? + + Bookkeeping procedures to record actual expenses? + + What is the relationship of Creekside Builders to the project? Do you get +paid a markup on subcontractors as a + general contractor and paid gain out of profits? + + Do you or Larry receive any money in the form of salary or personal expenses +before the ultimate payout of profits? + + Design and Construction + + When will design be complete? + + What input will investors have in selecting design and materials for units? + + What level of investor involvement will be possible during construction +planning and permitting? + + Does Creekside have specific procedures for dealing with subcontractors, +vendors, and other professionals? + Such as always getting 3 bids, payment schedules, or reference checking? + + Are there any specific companies or individuals that you already plan to +use? Names? + +These questions are probably very basic to you, but as a first time investor +in a project like this it is new to me. Also, I want to learn as +much as possible from the process. + +Phillip + + + + + + + + + + + + + + + + + + " +"allen-p/_sent_mail/131.","Message-ID: <32280829.1075855688139.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 09:35:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/19/2000 +04:35 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/_sent_mail/132.","Message-ID: <2287499.1075855688163.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com> +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Here sales numbers from Reagan: + + + + + As you can see his units sold at a variety of prices per square foot. The +1308/1308 model seems to have the most data and looks most similiar to the +units you are selling. At 2.7 MM, my bid is .70/sf higher than his units +under construction. I am having a hard time justifying paying much more with +competition on the way. The price I am bidding is higher than any deals +actually done to date. + + Let me know what you think. I will follow up with an email and phone call +about Cherry Creek. I am sure Deborah Yates let you know that the bid was +rejected on the De Ville property. + +Phillip Allen + + + + + + + " +"allen-p/_sent_mail/133.","Message-ID: <26184989.1075855688184.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 03:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + What is up with Burnet? + +Phillip" +"allen-p/_sent_mail/134.","Message-ID: <24737799.1075855688205.JavaMail.evans@thyme> +Date: Mon, 18 Sep 2000 02:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: burnet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I need to see the site plan for Burnet. Remember I must get written +approval from Brenda Key Stone before I can sell this property and she has +concerns about the way the property will be subdivided. I would also like +to review the closing statements as soon as possible. + +Phillip" +"allen-p/_sent_mail/135.","Message-ID: <28779445.1075855688226.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 06:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +I want to have an accurate rent roll as soon as possible. I faxed you a copy +of this file. You can fill in on the computer or just write in the correct +amounts and I will input. +" +"allen-p/_sent_mail/136.","Message-ID: <9007402.1075855688248.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 06:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: Re: Sept 1 Payment +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Brenda Stone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + I checked my records and I mailed check #1178 for the normal amount on +August 28th. I mailed it to 4303 Pate Rd. #29, College Station, TX 77845. I +will go ahead and mail you another check. If the first one shows up you can +treat the 2nd as payment for October. + + I know your concerns about the site plan. I will not proceed without +getting the details and getting your approval. + + I will find that amortization schedule and send it soon. + +Phillip" +"allen-p/_sent_mail/137.","Message-ID: <23377438.1075855688269.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 06:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + +You wrote fewer checks this month. Spent more money on Materials and less on +Labor. + + + June July August + +Total Materials 2929 4085 4801 + +Services 53 581 464 + +Labor 3187 3428 2770 + + + + + + +Here are my questions on the August bank statement (attached): + +1. Check 1406 Walmart Description and unit? + +2. Check 1410 Crumps Detail description and unit? + +3. Check 1411 Lucy What is this? + +4. Check 1415 Papes Detail description and units? + +5. Checks 1416, 1417, and 1425 Why overtime? + +6. Check 1428 Ralph's What unit? + +7. Check 1438 Walmart? Description and unit? + + +Try and pull together the support for these items and get back to me. + +Phillip" +"allen-p/_sent_mail/138.","Message-ID: <15766602.1075855688290.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 04:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com, kenneth.shulklapper@enron.com +Subject: Contact list for mid market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/12/2000 +11:22 AM --------------------------- + +Michael Etringer + +09/11/2000 02:32 PM + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Contact list for mid market + +Phillip, +Attached is the list. Have your people fill in the columns highlighted in +yellow. As best can we will try not to overlap on accounts. + +Thanks, Mike + + +" +"allen-p/_sent_mail/139.","Message-ID: <9942513.1075855688311.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 00:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: moshuffle@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: moshuffle@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://www.hearme.com/vc2/?chnlOwnr=pallen@enron.com" +"allen-p/_sent_mail/14.","Message-ID: <27936946.1075855378542.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 10:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: Re: 2- SURVEY - PHILLIP ALLEN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/02/2001 05:26 AM --------------------------- + + +Ina Rangel +05/01/2001 12:24 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: 2- SURVEY - PHILLIP ALLEN + + + + + +- +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 3-7041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? NO + If yes, who? + +Does anyone have permission to access your Email/Calendar? YES + If yes, who? INA RANGEL + +Are you responsible for updating anyone else's address book? + If yes, who? NO + +Is anyone else responsible for updating your address book? + If yes, who? NO + +Do you have access to a shared calendar? + If yes, which shared calendar? YES, West Calendar + +Do you have any Distribution Groups that Messaging maintains for you (for mass mailings)? + If yes, please list here: NO + +Please list all Notes databases applications that you currently use: NONE + +In our efforts to plan the exact date/time of your migration, we also will need to know: + +What are your normal work hours? From: 7:00 AM To: 5:00 PM + +Will you be out of the office in the near future for vacation, leave, etc? NO + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + + + + + + + + +" +"allen-p/_sent_mail/140.","Message-ID: <2751799.1075855688335.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 09:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/11/2000 +04:57 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/_sent_mail/141.","Message-ID: <11482982.1075855688356.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Chelsea Villas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I received the rent roll. I am going to be in San Marcos this weekend but I +am booked with stage coach. I will drive by Friday evening. + I will let you know next week if I need to see the inside. Can you find out +when Chelsea Villa last changed hands and for what price? + + What about getting a look at the site plans for the Burnet deal. Remember +we have to get Brenda happy. + +Phillip" +"allen-p/_sent_mail/142.","Message-ID: <22955100.1075855688377.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 08:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + + 9/8 9/7 diff + +Socal 36,600 37,200 -600 + +NWPL -51,000 -51,250 250 + +San Juan -32,500 -32,000 -500 + + +The reason the benchmark report shows net selling San Juan is that the +transport positions were rolled in on 9/8. This added 800 shorts to San Juan +and 200 longs to Socal. Before this adjustment we bought 300 San Juan and +sold 800 Socal. + " +"allen-p/_sent_mail/143.","Message-ID: <31071154.1075855688399.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 07:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: VaR by Curve +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +why is aeco basis so low on the list? Is NWPL mapped differently than AECO? +What about the correlation to Nymex on AECO?" +"allen-p/_sent_mail/144.","Message-ID: <5273698.1075855688420.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 02:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Sagewood etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + You would clearly receive a commission on a deal on the sagewood. + + I am surprised by your request for payment on any type of project in which +I might become involved with Creekside. Are you in the business of brokering +properties or contacts? Is your position based on a legal or what you +perceive to be an ethical issue? Did you propose we look at developing a +project from scratch? + + I am not prepared to pay more than 2.7 for sagewood yet. + +Phillip" +"allen-p/_sent_mail/145.","Message-ID: <17791617.1075855688442.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Sagewood Town Homes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:29 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:35:20 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Diana Zuniga"" + +Subject: Sagewood Town Homes + + +I was aware that Regan Lehman, the lot developer for the entire 70 lot +duplex project, was selling his units in the $180's, He does have a much +lower basis in the lots than anyone else, but the prime differences are due +to a) he is selling them during construction and b) they are smaller units. +We do not know the exact size of each of his units, but we believe one of +the duplexes is a 1164/1302 sq ft. plan. This would produce an average sq +footage of 1233, which would be $73.80 psf at $182,000. (I thought his +sales price was $187,000.) At this price psf our 1,376 sf unit would sell +for $203,108. +What is more important, in my view, is a) the rental rate and b) the +rent-ability. You have all of our current rental and cost data for your own +evaluation. As for rent-ability, I believe that we have shown that the +3-bedroom, 3.5 bath is strongly preferred in this market. In fact, if we +were able to purchase additional lots from Regan we would build 4 bedroom +units along with the 3-bedroom plan. +Phillip, I will call you today to go over this more thoroughly. +Sincerely, +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/_sent_mail/146.","Message-ID: <20163768.1075855688465.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:28 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/_sent_mail/147.","Message-ID: <26254346.1075855688486.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 08:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: utilities roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +03:53 PM --------------------------- + + +""Lucy Gonzalez"" on 09/06/2000 09:06:45 AM +To: pallen@enron.com +cc: +Subject: utilities roll + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - utility.xls + - utility.xls +" +"allen-p/_sent_mail/148.","Message-ID: <16024444.1075855688508.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +02:01 PM --------------------------- + + +Enron-admin@FSDDataSvc.com on 09/06/2000 10:12:33 AM +To: pallen@enron.com +cc: +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey + + +Executive Impact & Influence Program +* IMMEDIATE ACTION REQUIRED - Do Not Delete * + +As part of the Executive Impact and Influence Program, each participant +is asked to gather input on the participant's own management styles and +practices as experienced by their immediate manager, each direct report, +and up to eight peers/colleagues. + +You have been requested to provide feedback for a participant attending +the next program. Your input (i.e., a Self assessment, Manager assessment, +Direct Report assessment, or Peer/Colleague assessment) will be combined +with the input of others and used by the program participant to develop an +action plan to improve his/her management styles and practices. + +It is important that you complete this assessment +NO LATER THAN CLOSE OF BUSINESS Thursday, September 14. + +Since the feedback is such an important part of the program, the participant +will be asked to cancel his/her attendance if not enough feedback is +received. Therefore, your feedback is critical. + +To complete your assessment, please click on the following link or simply +open your internet browser and go to: + +http://www.fsddatasvc.com/enron + +Your unique ID for each participant you have been asked to rate is: + +Unique ID - Participant +EVH3JY - John Arnold +ER93FX - John Lavorato +EPEXWX - Hunter Shively + +If you experience technical problems, please call Dennis Ward at +FSD Data Services, 713-942-8436. If you have any questions about this +process, +you may contact Debbie Nowak at Enron, 713-853-3304, or Christi Smith at +Keilty, Goldsmith & Company, 858-450-2554. + +Thank you for your participation. +" +"allen-p/_sent_mail/149.","Message-ID: <14974170.1075855688529.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: retwell@sanmarcos.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: retwell@sanmarcos.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + + Just a note to touch base on the sagewood townhomes and other development +opportunities. + + I stumbled across some other duplexes for sale on the same street. that were +built by Reagan Lehmann. 22 Units were sold for + around $2 million. ($182,000/duplex). I spoke to Reagan and he indicated +that he had more units under construction that would be + available in the 180's. Are the units he is selling significantly different +from yours? He mentioned some of the units are the 1308 floor + plan. My bid of 2.7 million is almost $193,000/duplex. + + As far as being an investor in a new project, I am still very interested. + + Call or email with your thoughts. + +Phillip" +"allen-p/_sent_mail/15.","Message-ID: <9093068.1075855378565.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 17:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 4-URGENT - OWA Please print this now. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 0= +2:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:01 PM +To:=09Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon Bang= +erter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles Philpott/HR/Cor= +p/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris Tull/HOU/ECT@ECT, Dale Sm= +ith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, Donald Sutton/NA/Enron@Enro= +n, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna Morrison/Corp/Enron@ENRON= +, Joe Dorn/Corp/Enron@ENRON, Kathryn Schultea/HR/Corp/Enron@ENRON, Leon McD= +owell/NA/Enron@ENRON, Leticia Barrios/Corp/Enron@ENRON, Milton Brown/HR/Cor= +p/Enron@ENRON, Raj Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron= +@Enron, Andrea Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, = +Bonne Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann = +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick John= +son/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A Ho= +pe/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald Fain/HR/Corp/En= +ron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna Harris/HR/Corp/Enron@ENRON,= + Keith Jones/HR/Corp/Enron@ENRON, Kristi Monson/NA/Enron@Enron, Bobbie McNi= +el/HR/Corp/Enron@ENRON, John Stabler/HR/Corp/Enron@ENRON, Michelle Prince/N= +A/Enron@Enron, James Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jen= +nifer Johnson/Contractor/Enron Communications@Enron Communications, Jim Lit= +tle/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald Martin/NA/Enron@EN= +RON, Andrew Mattei/NA/Enron@ENRON, Darvin Mitchell/NA/Enron@ENRON, Mark Old= +ham/NA/Enron@ENRON, Wesley Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVE= +LOPMENT@ENRON_DEVELOPMENT, Natalie Rau/NA/Enron@ENRON, William Redick/NA/En= +ron@ENRON, Mark A Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENR= +ON, Gary Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David Upto= +n/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel Click/HR/Corp/En= +ron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy Gross/HR/Corp/Enron@Enron, = +Arthur Johnson/HR/Corp/Enron@Enron, Danny Jones/HR/Corp/Enron@ENRON, John O= +gden/Houston/Eott@Eott, Edgar Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp= +/Enron@ENRON, Lance Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, J= +ane M Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect= +, Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HO= +U/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuy= +kendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne Wukasch/Corp/Enr= +on@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike Potter/NA/Enron@Enron, Na= +talie Baker/HOU/ECT@ECT, Suzanne Calcagno/NA/Enron@Enron, Alvin Thompson/Co= +rp/Enron@Enron, Cynthia Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT= +@ECT, Joan Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON= +@enronXgate, Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Rober= +t Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna Boudreaux/ENRON@= +enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara Carter/NA/Enron@ENRON,= + Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron Communications@Enron Commun= +ications, Jack Netek/Enron Communications@Enron Communications, Lam Nguyen/= +NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, Craig Taylor/HOU/ECT@ECT, = +Jessica Hangach/NYC/MGUSA@MGUSA, Kathy Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/= +NYC/MGUSA@MGUSA, Ruth Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUS= +A +cc:=09=20 +Subject:=094-URGENT - OWA Please print this now. + + +Current Notes User: + +REASONS FOR USING OUTLOOK WEB ACCESS (OWA) + +1. Once your mailbox has been migrated from Notes to Outlook, the Outlook c= +lient will be configured on your computer. +After migration of your mailbox, you will not be able to send or recieve ma= +il via Notes, and you will not be able to start using Outlook until it is c= +onfigured by the Outlook Migration team the morning after your mailbox is m= +igrated. During this period, you can use Outlook Web Access (OWA) via your= + web browser (Internet Explorer 5.0) to read and send mail. + +PLEASE NOTE: Your calendar entries, personal address book, journals, and T= +o-Do entries imported from Notes will not be available until the Outlook cl= +ient is configured on your desktop. + +2. Remote access to your mailbox. +After your Outlook client is configured, you can use Outlook Web Access (OW= +A) for remote access to your mailbox. + +PLEASE NOTE: At this time, the OWA client is only accessible while connect= +ing to the Enron network (LAN). There are future plans to make OWA availab= +le from your home or when traveling abroad. + +HOW TO ACCESS OUTLOOK WEB ACCESS (OWA) + +Launch Internet Explorer 5.0, and in the address window type: http://nahou= +-msowa01p/exchange/john.doe + +Substitute ""john.doe"" with your first and last name, then click ENTER. You= + will be prompted with a sign in box as shown below. Type in ""corp/your us= +er id"" for the user name and your NT password to logon to OWA and click OK.= + You will now be able to view your mailbox. + +=09 + +PLEASE NOTE: There are some subtle differences in the functionality betwee= +n the Outlook and OWA clients. You will not be able to do many of the thin= +gs in OWA that you can do in Outlook. Below is a brief list of *some* of t= +he functions NOT available via OWA: + +Features NOT available using OWA: + +- Tasks +- Journal +- Spell Checker +- Offline Use +- Printing Templates +- Reminders +- Timed Delivery +- Expiration +- Outlook Rules +- Voting, Message Flags and Message Recall +- Sharing Contacts with others +- Task Delegation +- Direct Resource Booking +- Personal Distribution Lists + +QUESTIONS OR CONCERNS? + +If you have questions or concerns using the OWA client, please contact the = +Outlook 2000 question and answer Mailbox at: + +=09Outlook.2000@enron.com + +Otherwise, you may contact the Resolution Center at: + +=09713-853-1411 + +Thank you, + +Outlook 2000 Migration Team +" +"allen-p/_sent_mail/150.","Message-ID: <12637670.1075855688550.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 06:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + I scheduled a meeting with Jean Mrha tomorrow at 3:30" +"allen-p/_sent_mail/151.","Message-ID: <1776521.1075855688576.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: thomas.martin@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + jay.reitmeyer@enron.com, frank.ermis@enron.com +Subject: Wow +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Thomas A Martin, Mike Grigsby, Keith Holst, Jay Reitmeyer, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:49 AM --------------------------- + + +Jeff Richter +09/06/2000 07:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 09/06/2000 09:45 +AM --------------------------- +To: Mike Swerzbin/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Sean +Crandall/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Jeff Richter/HOU/ECT@ECT, John +M Forney/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 09/06/2000 07:27 AM +--------------------------- + + Enron Capital & Trade Resources Corp. + + From: Kevin M Presto 09/05/2000 01:59 PM + + +To: Tim Belden/HOU/ECT@ECT +cc: Rogers Herndon/HOU/ECT@ect, John Zufferli/HOU/ECT@ECT, Lloyd +Will/HOU/ECT@ECT, Doug Gilbert-Smith/Corp/Enron@ENRON, Mike +Swerzbin/HOU/ECT@ECT +Subject: Wow + +Do not underestimate the effects of the Internet economy on load growth. I +have been preaching the tremendous growth described below for the last year. +The utility infrastructure simply cannot handle these loads at the +distribution level and ultimatley distributed generation will be required for +power quality reasons. + +The City of Austin, TX has experienced 300+ MW of load growth this year due +to server farms and technology companies. There is a 100 MW server farm +trying to hook up to HL&P as we speak and they cannot deliver for 12 months +due to distribution infrastructure issues. Obviously, Seattle, Porltand, +Boise, Denver, San Fran and San Jose in your markets are in for a rude +awakening in the next 2-3 years. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 09/05/2000 +03:41 PM --------------------------- + + Enron North America Corp. + + From: John D Suarez 09/05/2000 01:45 PM + + +To: Kevin M Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Paul J +Broderick/HOU/ECT@ECT, Jeffrey Miller/NA/Enron@Enron +cc: +Subject: + + +---------------------- Forwarded by John D Suarez/HOU/ECT on 09/05/2000 01:46 +PM --------------------------- + + +George Hopley +09/05/2000 11:41 AM +To: John D Suarez/HOU/ECT@ECT, Suresh Vasan/Enron Communications@ENRON +COMMUNICATIONS@ENRON +cc: +Subject: + +Internet Data Gain Is a Major Power Drain on + Local Utilities + + ( September 05, 2000 ) + + + In 1997, a little-known Silicon Valley company called Exodus + Communications opened a 15,000-square-foot data center in +Tukwila. + + The mission was to handle the Internet traffic and +computer servers for the + region's growing number of dot-coms. + + Fast-forward to summer 2000. Exodus is now wrapping up +construction + on a new 13-acre, 576,000-square-foot data center less than +a mile from its + original facility. Sitting at the confluence of several +fiber optic backbones, the + Exodus plant will consume enough power for a small town and +eventually + house Internet servers for firms such as Avenue A, +Microsoft and Onvia.com. + + Exodus is not the only company building massive data +centers near Seattle. + More than a dozen companies -- with names like AboveNet, +Globix and + HostPro -- are looking for facilities here that will house +the networking + equipment of the Internet economy. + + It is a big business that could have an effect on +everything from your + monthly electric bill to the ease with which you access +your favorite Web sites. + + Data centers, also known as co-location facilities and +server farms, are + sprouting at such a furious pace in Tukwila and the Kent +Valley that some + have expressed concern over whether Seattle City Light and +Puget Sound + Energy can handle the power necessary to run these 24-hour, +high-security + facilities. + + ""We are talking to about half a dozen customers that +are requesting 445 + megawatts of power in a little area near Southcenter Mall,"" +said Karl + Karzmar, manager of revenue requirements for Puget Sound +Energy. ""That is + the equivalent of six oil refineries."" + + A relatively new phenomenon in the utility business, +the rise of the Internet + data center has some utility veterans scratching their +heads. + + Puget Sound Energy last week asked the Washington +Utilities and + Transportation Commission to accept a tariff on the new +data centers. The + tariff is designed to protect the company's existing +residential and business + customers from footing the bill for the new base stations +necessary to support + the projects. Those base stations could cost as much as $20 +million each, + Karzmar said. + + Not to be left behind, Seattle City Light plans to +bring up the data center + issue on Thursday at the Seattle City Council meeting. + + For the utilities that provide power to homes, +businesses and schools in the + region, this is a new and complex issue. + + On one hand, the data centers -- with their amazing +appetite for power -- + represent potentially lucrative business customers. The +facilities run 24 hours a + day, seven days a week, and therefore could become a +constant revenue + stream. On the other hand, they require so much energy that +they could + potentially flood the utilities with exorbitant capital +expenditures. + + Who will pay for those expenditures and what it will +mean for power rates + in the area is still open to debate. + + ""These facilities are what we call extremely dense +loads,"" said Bob Royer, + director of communications and public affairs at Seattle +City Light. + + ""The entire University of Washington, from stadium +lights at the football + game to the Medical School, averages 31 megawatts per day. +We have data + center projects in front of us that are asking for 30, 40 +and 50 megawatts."" + + With more than 1.5 million square feet, the Intergate +complex in Tukwila is + one of the biggest data centers. Sabey Corp. re-purchased +the 1.35 million + square-foot Intergate East facility last September from +Boeing Space & + Defense. In less than 12 months, the developer has leased +92 percent of the + six-building complex to seven different co-location +companies. + + ""It is probably the largest data center park in the +country,"" boasts Laurent + Poole, chief operating officer at Sabey. Exodus, ICG +Communications, + NetStream Communications, Pac West Telecomm and Zama +Networks all + lease space in the office park. + + After building Exodus' first Tukwila facility in 1997, +Sabey has become an + expert in the arena and now has facilities either under +management or + development in Los Angeles, Spokane and Denver. Poole +claims his firm is + one of the top four builders of Internet data centers in +the country. + + As more people access the Internet and conduct +bandwidth-heavy tasks + such as listening to online music, Poole said the need for +co-location space in + Seattle continues to escalate. + + But it is not just Seattle. The need for data center +space is growing at a + rapid clip at many technology hubs throughout the country, +causing similar + concerns among utilities in places such as Texas and +California. + + Exodus, one of the largest providers of co-location +space, plans to nearly + double the amount of space it has by the end of the year. +While companies + such as Amazon.com run their own server farms, many +high-tech companies + have decided to outsource the operations to companies such +as Exodus that + may be better prepared for dealing with Internet traffic +management. + + ""We have 2 million square feet of space under +construction and we plan to + double our size in the next nine months , yet there is more +demand right now + than data center space,"" said Steve Porter, an account +executive at Exodus in + Seattle. + + The booming market for co-location space has left some +in the local utility + industry perplexed. + + ""It accelerates in a quantum way what you have to do +to serve the growth,"" + said Seattle City Light's Royer. ""The utility industry is +almost stunned by this, in + a way."" + + + + + + + + +" +"allen-p/_sent_mail/152.","Message-ID: <28100251.1075855688597.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Can you pull Tori K.'s and Martin Cuilla's resumes and past performance +reviews from H.R. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:44 AM --------------------------- + + +John J Lavorato@ENRON +09/06/2000 05:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +The commercial support people that you and Hunter want to make commercial +managers. +" +"allen-p/_sent_mail/153.","Message-ID: <2291003.1075855688619.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 23:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +resumes of whom?" +"allen-p/_sent_mail/154.","Message-ID: <17954197.1075855688641.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:50 PM --------------------------- + + +""Christi Smith"" on 09/05/2000 11:40:59 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence +Program + + +We have not received your completed Team Selection information. It is +imperative that we receive your team's information (email, phone number, +office) asap. We cannot start your administration without this information, +and your raters will have less time to provide feedback for you. + +Thank you for your assistance. + +Christi + +-----Original Message----- +From: Christi Smith [mailto:christi.smith@lrinet.com] +Sent: Thursday, August 31, 2000 10:33 AM +To: 'Phillip.K.Allen@enron.com' +Cc: Debbie Nowak (E-mail); Deborah Evans (E-mail) +Subject: Receipt of Team Selection Form - Executive Impact & Influence +Program +Importance: High + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/_sent_mail/155.","Message-ID: <1191072.1075855688663.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dexter@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:29 PM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/_sent_mail/156.","Message-ID: <19909580.1075855688684.JavaMail.evans@thyme> +Date: Fri, 1 Sep 2000 06:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, frank.ermis@enron.com +Subject: FYI +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/01/2000 +01:07 PM --------------------------- + + Enron North America Corp. + + From: Matt Motley 09/01/2000 08:53 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: FYI + + +-- + + + + - Ray Niles on Price Caps.pdf + + +" +"allen-p/_sent_mail/157.","Message-ID: <15522927.1075855688706.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 07:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rich@pira.com +Subject: Re: Western Gas Market Report -- Draft +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Richard Redash"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Richard, + + Compare your california production to the numbers in the 2000 California Gas +Report. It shows 410. But again that might be just what the two utilities +receive." +"allen-p/_sent_mail/158.","Message-ID: <8133551.1075855688727.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Can you give access to the new west power site to Jay Reitmeyer. He is an +analyst in our group. + +Phillip" +"allen-p/_sent_mail/159.","Message-ID: <33396487.1075855688749.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +01:13 PM --------------------------- + + +""Christi Smith"" on 08/31/2000 10:32:49 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" , ""Deborah Evans (E-mail)"" + +Subject: Receipt of Team Selection Form - Executive Impact & Influence Program + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/_sent_mail/16.","Message-ID: <20312982.1075855378658.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 17:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 0= +2:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:00 PM +To:=09Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon Bang= +erter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles Philpott/HR/Cor= +p/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris Tull/HOU/ECT@ECT, Dale Sm= +ith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, Donald Sutton/NA/Enron@Enro= +n, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna Morrison/Corp/Enron@ENRON= +, Joe Dorn/Corp/Enron@ENRON, Kathryn Schultea/HR/Corp/Enron@ENRON, Leon McD= +owell/NA/Enron@ENRON, Leticia Barrios/Corp/Enron@ENRON, Milton Brown/HR/Cor= +p/Enron@ENRON, Raj Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron= +@Enron, Andrea Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, = +Bonne Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann = +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick John= +son/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A Ho= +pe/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald Fain/HR/Corp/En= +ron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna Harris/HR/Corp/Enron@ENRON,= + Keith Jones/HR/Corp/Enron@ENRON, Kristi Monson/NA/Enron@Enron, Bobbie McNi= +el/HR/Corp/Enron@ENRON, John Stabler/HR/Corp/Enron@ENRON, Michelle Prince/N= +A/Enron@Enron, James Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jen= +nifer Johnson/Contractor/Enron Communications@Enron Communications, Jim Lit= +tle/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald Martin/NA/Enron@EN= +RON, Andrew Mattei/NA/Enron@ENRON, Darvin Mitchell/NA/Enron@ENRON, Mark Old= +ham/NA/Enron@ENRON, Wesley Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVE= +LOPMENT@ENRON_DEVELOPMENT, Natalie Rau/NA/Enron@ENRON, William Redick/NA/En= +ron@ENRON, Mark A Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENR= +ON, Gary Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David Upto= +n/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel Click/HR/Corp/En= +ron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy Gross/HR/Corp/Enron@Enron, = +Arthur Johnson/HR/Corp/Enron@Enron, Danny Jones/HR/Corp/Enron@ENRON, John O= +gden/Houston/Eott@Eott, Edgar Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp= +/Enron@ENRON, Lance Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, J= +ane M Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect= +, Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HO= +U/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuy= +kendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne Wukasch/Corp/Enr= +on@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike Potter/NA/Enron@Enron, Na= +talie Baker/HOU/ECT@ECT, Suzanne Calcagno/NA/Enron@Enron, Alvin Thompson/Co= +rp/Enron@Enron, Cynthia Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT= +@ECT, Joan Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON= +@enronXgate, Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Rober= +t Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna Boudreaux/ENRON@= +enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara Carter/NA/Enron@ENRON,= + Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron Communications@Enron Commun= +ications, Jack Netek/Enron Communications@Enron Communications, Lam Nguyen/= +NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, Craig Taylor/HOU/ECT@ECT, = +Jessica Hangach/NYC/MGUSA@MGUSA, Kathy Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/= +NYC/MGUSA@MGUSA, Ruth Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUS= +A +cc:=09=20 +Subject:=092- SURVEY/INFORMATION EMAIL + +Current Notes User:=20 + +To ensure that you experience a successful migration from Notes to Outlook,= + it is necessary to gather individual user information prior to your date o= +f migration. Please take a few minutes to completely fill out the followin= +g survey. When you finish, simply click on the 'Reply' button then hit 'Se= +nd' Your survey will automatically be sent to the Outlook 2000 Migration M= +ailbox. + +Thank you. + +Outlook 2000 Migration Team + +---------------------------------------------------------------------------= +----------------------------------------------------------------- + +Full Name: =20 + +Login ID: =20 + +Extension: =20 + +Office Location: =20 + +What type of computer do you have? (Desktop, Laptop, Both) =20 + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilo= +t, Jornada) =20 + +Do you have permission to access anyone's Email/Calendar? =20 + If yes, who? =20 + +Does anyone have permission to access your Email/Calendar? =20 + If yes, who? =20 + +Are you responsible for updating anyone else's address book? =20 + If yes, who? =20 + +Is anyone else responsible for updating your address book? =20 + If yes, who? =20 + +Do you have access to a shared calendar? =20 + If yes, which shared calendar? =20 + +Do you have any Distribution Groups that Messaging maintains for you (for m= +ass mailings)? =20 + If yes, please list here: =20 + +Please list all Notes databases applications that you currently use: =20 + +In our efforts to plan the exact date/time of your migration, we also will = +need to know: + +What are your normal work hours? From: To: =20 + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): =20 + + +" +"allen-p/_sent_mail/160.","Message-ID: <29777670.1075855688771.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: debe@fsddatasvc.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: debe@fsddatasvc.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P" +"allen-p/_sent_mail/161.","Message-ID: <8958723.1075855688792.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 03:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kolinge@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kolinge@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +10:17 AM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/_sent_mail/162.","Message-ID: <10522460.1075855688813.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: Re: (No Subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + Got your message. Good luck on the bike ride. + + What were you doing to your apartment? Are you setting up a studio? + + The kids are back in school. Otherwise just work is going on here. + +Keith" +"allen-p/_sent_mail/163.","Message-ID: <19131288.1075855688834.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 06:20:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cindy.long@enron.com +Subject: Re: Security Request: CLOG-4NNJEZ has been Denied. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cindy Long +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Why are his requests coming to me?" +"allen-p/_sent_mail/164.","Message-ID: <20997494.1075855688856.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 09:20:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip" +"allen-p/_sent_mail/165.","Message-ID: <12933608.1075855688877.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 05:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Were you able to log in to enron online and find socal today? + + I will follow up with a list of our physical deals done yesterday and today. + +Phillip" +"allen-p/_sent_mail/166.","Message-ID: <9552654.1075855688898.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda + + Can you send me your address in College Station. + +Phillip" +"allen-p/_sent_mail/167.","Message-ID: <27058154.1075855688919.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby, Keith Holst, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/28/2000 +01:39 PM --------------------------- + +Kristian J Lande + +08/24/2000 03:56 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: New Generation + + + +Sorry, +Report as of August 24, 2000 +" +"allen-p/_sent_mail/168.","Message-ID: <3183108.1075855688941.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + The following is a guest password that will allow you temporary view only +access to EnronOnline. Please note, the user ID and password are CASE +SENSITIVE. + +Guest User ID: GNA45925 +Guest Password: YJ53KU42 + +Log in to www.enrononline.com and install shockwave using instructions +below. I have set up a composite page with western basis and cash prices to +help you filter through the products. The title of the composite page is +Mark's Page. If you have any problems logging in you can call me at +(713)853-7041 or Kathy Moore, EnronOnline HelpDesk, 713/853-HELP (4357). + + +The Shockwave installer can be found within ""About EnronOnline"" on the home +page. After opening ""About EnronOnline"", using right scroll bar, go to the +bottom. Click on ""download Shockwave"" and follow the directions. After +loading Shockwave, shut down and reopen browser (i.e. Microsoft Internet +Explorer/Netscape). + +I hope you will find this site useful. + + +Sincerely, + +Phillip Allen + +" +"allen-p/_sent_mail/169.","Message-ID: <12741026.1075855688962.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Attached is a spreadsheet that lists the end of day midmarkets for socal +basis and socal/san juan spreads. I listed the days during bidweek that +reflected financial trading for Socal Index and the actual gas daily prints +before and after bidweek. + + + + + + + + + The following observations can be made: + + July 1. The basis market anticipated a Socal/San Juan spread of .81 vs +actual of .79 + 2. Perceived index was 4.95 vs actual of 4.91 + 3. Socal Gas Daily Swaps are trading at a significant premium. + + Aug. 1. The basis market anticipated a Socal/San Juan spread of 1.04 vs +actual of .99 + 2. Perceived index was 4.54 vs actual of 4.49 + 3. Gas daily spreads were much wider before and after bidweek than the +monthly postings + 4. Socal Gas Daily Swaps are trading at a significant premium. + + + + Enron Online will allow you to monitor the value of financial swaps against +the index, as well as, spreads to other locations. Please call with any +questions. + +Phillip + + + " +"allen-p/_sent_mail/17.","Message-ID: <17508231.1075855378741.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 19:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: alan.comnes@enron.com +Subject: Re: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Alan Comnes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Alan, + +You should have received updated numbers from Keith Holst. Call me if you did not receive them. + +Phillip" +"allen-p/_sent_mail/170.","Message-ID: <27607670.1075855688984.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 06:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: suzanne.nicholie@enron.com +Subject: Re: Meeting to discuss 2001 direct expense plan? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Suzanne Nicholie +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Suzanne, + + Can you give me more details or email the plan prior to meeting? What do I +need to provide besides headcount? + Otherwise any afternoon next week would be fine + +Phillip" +"allen-p/_sent_mail/171.","Message-ID: <11434451.1075855689007.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 04:03:00 -0700 (PDT) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: regulatory filing summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + + Please add Mike Grigsby to the distribution. + + On another note, do you have any idea how Patti is holding up? + +Phillip" +"allen-p/_sent_mail/172.","Message-ID: <12599900.1075855689029.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brad.mcsherry@enron.com +Subject: +Cc: john.lavorato@enron.com, hunter.shively@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, hunter.shively@enron.com +X-From: Phillip K Allen +X-To: Brad McSherry +X-cc: John J Lavorato, Hunter S Shively +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brad, + + With regard to Tori Kuykendall, I would like to promote her to commercial +manager instead of converting her from a commercial support manager to an +associate. Her duties since the beginning of the year have been those of a +commercial manager. I have no doubt that she will compare favorably to +others in that category at year end. + + Martin Cuilla on the central desk is in a similiar situation as Tori. +Hunter would like Martin handled the same as Tori. + + Let me know if there are any issues. + +Phillip" +"allen-p/_sent_mail/173.","Message-ID: <4512177.1075855689051.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 01:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bruce.ferrell@enron.com +Subject: Re: Evaluation for new trading application +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bruce Ferrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bruce, + +Can you stop by and set up my reuters. + +Phillip" +"allen-p/_sent_mail/174.","Message-ID: <3143867.1075855689072.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 01:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + The rent roll spreadsheet is starting to look better. See if you can add +these modifications: + + 1. Use a formula in column E. Add the value in column C to column D. It +should read =c6+d6. Then copy this formula to the rows below. + + 2. Column H needs a formula. Subtract amount paid from amount owed. +=e6-g6. + + 3. Column F is filled with the #### sign. this is because the column width +is too narrow. Use you mouse to click on the line beside the + letter F. Hold the left mouse button down and drag the column wider. + + 4. After we get the rent part fixed, lets bring the database columns up to +this sheet and place them to the right in columns J and beyond. + +Phillip" +"allen-p/_sent_mail/175.","Message-ID: <24302765.1075855689093.JavaMail.evans@thyme> +Date: Thu, 24 Aug 2000 02:48:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: receipts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + I got your email with the attachment. Let's work together today to get this +done + +Phillip" +"allen-p/_sent_mail/176.","Message-ID: <32035482.1075855689114.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 08:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: ENA Fileplan Project - Needs your approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +you have my approval" +"allen-p/_sent_mail/177.","Message-ID: <5946371.1075855689136.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 07:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: checkbook and budget +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + We can discuss your email later. How is progress on creating the +spreadsheets. You will probably need to close the file before you attach to +an email. It is 2:00. I really want to make some progress on these two +files. + +Phillip" +"allen-p/_sent_mail/178.","Message-ID: <15573916.1075855689159.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 04:25:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please open this excel file and input the rents and names due for this week. +Then email the file back. +" +"allen-p/_sent_mail/179.","Message-ID: <26241198.1075855689180.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 08:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Open the ""utility"" spreadsheet and try to complete the analysis of whether it +is better to be a small commercial or a medium commercial (LP-1). +You will need to get the usage for that meter for the last 12 months. If we +have one year of data, we can tell which will be cheaper. Use the rates +described in the spreadsheet. This is a great chance for you to practice +excel. +" +"allen-p/_sent_mail/18.","Message-ID: <22040365.1075855378763.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 14:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 11:21 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a table you prepared for me a few months ago, which I've attached.. Can you oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all of the ""stupid regulatory/legislative decisions"" since the beginning of the year. Ken wants to have this updated chart in his briefing book for next week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get these three documents by Monday afternoon? + + + +" +"allen-p/_sent_mail/180.","Message-ID: <29919154.1075855689201.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mac.d.hargrove@rssmb.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + + Thanks for the research report on EOG. Here are my observations: + + Gas Sales 916,000/day x 365 days = 334,340,000/year + + Estimated Gas Prices $985,721,000/334,340,000= $2.95/mcf + + Actual gas prices are around $1.00/mcf higher and rising. + + Recalc of EPS with more accurate gas prices: + (334,340,000 mct X $1/mcf)/116,897,000 shares outst = $2.86 additional EPS +X 12 P/E multiple = $34 a share + + + That is just a back of the envelope valuation based on gas prices. I think +crude price are undervalued by the tune of $10/share. + + Current price 37 + Nat. Gas 34 + Crude 10 + + Total 81 + + + Can you take a look at these numbers and play devil's advocate? To me this +looks like the best stock to own Also can you send me a report on Calpine, +Tosco, and SLB? + + +Thank you, + + Phillip + + + + +" +"allen-p/_sent_mail/181.","Message-ID: <4511963.1075855689223.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Duties +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:39 PM --------------------------- + + +""Lucy Gonzalez"" on 08/15/2000 02:32:57 PM +To: pallen@enron.com +cc: +Subject: Daily Duties + + + + Phillip, + We have been working on different apartments today and having to +listen to different, people about what Mary is saying should i be worried? +ants seem to be invading my apartment.You got my other fax's Wade is working +on the bulletin board that I need up so that I can let tenants know about +what is going on.Gave #25 a notice about having to many people staying in +that apt and that problem has been resolved.Also I have a tenant in #29 that +is complaining about #28 using fowl language.I sent #28 a lease violation we +will see how that goes + call you tomorrow + Thanx Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/_sent_mail/182.","Message-ID: <33111317.1075855689245.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/16/2000 02:44:36 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + The a/c I bought today for #17 cost $166.71 pd by ck#1429 + 8/16/00 at WAL-MART.Also on 8/15/00 Ralph's Appliance Centerck#1428 + frig & stove for apt #20-B IVOICE # 000119 AMT=308.56 (STOVE=150.00 + (frig=125.00)DEL CHRG=15.00\TAX=18.56 TOTAL=308.56.FAX MACHINE FOR +FFICE CK # 1427=108.25 FROM sTEELMAN OFFICE PRODUC + +TS. Thanxs, Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/_sent_mail/183.","Message-ID: <1665326.1075855689266.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/17/2000 02:37:55 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + Today was one of those days because Wade had to go pay his fine and +I had to go take him that takes alot of time out of my schedule.If you get a +chance will you mention to him that he needs to, try to fix his van so tht +he can go get what ever he needs. Tomorrow gary is going to be here.I have +to go but Iwill E-Mail you tomorrow + Lucy + +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/_sent_mail/184.","Message-ID: <4752513.1075855689288.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 08:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: enron close to 85 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I checked into exercising options with Smith Barney, but Enron has some kind +of exclusive with Paine Weber. I am starting to exercise now, but I am going +to use the proceeds to buy another apartment complex. + What do you think about selling JDSU and buying SDLI? + Also can you look at EOG as a play on rising oil and gas prices. + +Thanks, + +Phillip" +"allen-p/_sent_mail/185.","Message-ID: <15940494.1075855689309.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 05:35:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I tried the new address but I don't have access. also, what do I need to +enter under domain?" +"allen-p/_sent_mail/186.","Message-ID: <13302421.1075855689330.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: ENA Management Committee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/16/2000 +10:58 AM --------------------------- + + + + From: David W Delainey 08/15/2000 01:28 PM + + +Sent by: Kay Chapman +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, W David Duran/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, +Jeff Donahue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, C John +Thompson/Corp/Enron@ENRON, Scott Josey/Corp/Enron@ENRON, Rob +Milnthorp/CAL/ECT@ECT, Max Yzaguirre/NA/Enron@ENRON, Beth +Perlman/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, David +Oxley/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Jordan Mintz/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT +cc: Mollie Gustafson/PDX/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Ina +Rangel/HOU/ECT@ECT, Kimberly Brown/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Christy Chapman/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, Marsha +Schiller/HOU/ECT@ECT, Lillian Carroll/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Nicole Mayer/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Angela +McCulloch/CAL/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Cherylene R +Westbrook/HOU/ECT@ECT, Shirley Tijerina/Corp/Enron@ENRON, Nicki +Daw/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: ENA Management Committee + + +This is a reminder !!!!! There will be a Friday Meeting August 18, 2000. +This meeting replaces the every Friday Meeting and will be held every other +Friday. + + + Date: Friday August 18, 2000 + + Time: 2:30 pm - 4:30 pm + + Location: 30C1 + + Topic: ENA Management Committee + + + + +If you have any questions or conflicts, please feel free to call me (3-0643) +or Bev (3-7857). + +Thanks, + +Kay 3-0643" +"allen-p/_sent_mail/187.","Message-ID: <621515.1075855689352.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 03:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + +This is the website I use: + +http://ectpdx-sunone/~ctatham/navsetup/index.htm + +Should I use a different address. +" +"allen-p/_sent_mail/188.","Message-ID: <10376621.1075855689373.JavaMail.evans@thyme> +Date: Tue, 15 Aug 2000 05:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Did you add some more security to the expost hourly summary? It keeps +asking me for additional passwords and domain. What do I need to enter? + +Phillip" +"allen-p/_sent_mail/189.","Message-ID: <17491901.1075855689394.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 15:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stephanie.sever@enron.com +Subject: Re: Your approval is requested +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephanie Sever +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Stephanie + +Please grant Paul the requested eol rights + +Thanks, +Phillip" +"allen-p/_sent_mail/19.","Message-ID: <25043030.1075855378785.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 10:36 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a table you prepared for me a few months ago, which I've attached.. Can you oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all of the ""stupid regulatory/legislative decisions"" since the beginning of the year. Ken wants to have this updated chart in his briefing book for next week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get these three documents by Monday afternoon? + + + +" +"allen-p/_sent_mail/190.","Message-ID: <16011733.1075855689415.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 05:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stephen.harrington@enron.com +Subject: tv on 33 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Harrington +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cash + Hehub + Chicago + PEPL + Katy + Socal + Opal + Permian + +Gas Daily + + Hehub + Chicago + PEPL + Katy + Socal + NWPL + Permian + +Prompt + + Nymex + Chicago + PEPL + HSC + Socal + NWPL" +"allen-p/_sent_mail/191.","Message-ID: <2663045.1075855689436.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 01:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: sunil.dalal@enron.com +Subject: Re: Ad Hoc VaR model +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Sunil Dalal +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I tried to run the model and it did not work" +"allen-p/_sent_mail/192.","Message-ID: <29754711.1075855689458.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: TRANSPORTATION MODEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/09/2000 +02:11 PM --------------------------- + + Enron North America Corp. + + From: Colleen Sullivan 08/09/2000 10:11 AM + + +To: Keith Holst/HOU/ECT@ect, Andrew H Lewis/HOU/ECT@ECT, Fletcher J +Sturm/HOU/ECT@ECT, Larry May/Corp/Enron@Enron, Kate Fraser/HOU/ECT@ECT, Zimin +Lu/HOU/ECT@ECT, Greg Couch/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron, +Sandra F Brawner/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON +Subject: TRANSPORTATION MODEL + +Please plan to attend a meeting on Friday, August 11 at 11:15 a.m. in 30C1 to +discuss the transportation model. Now that we have had several traders +managing transportation positions for several months, I would like to discuss +any issues you have with the way the model works. I have asked Zimin Lu +(Research), Mark Breese and John Griffith (Structuring) to attend so they +will be available to answer any technical questions. The point of this +meeting is to get all issues out in the open and make sure everyone is +comfortable with using the model and position manager, and to make sure those +who are managing the books believe in the model's results. Since I have +heard a few concerns, I hope you will take advantage of this opportunity to +discuss them. + +Please let me know if you are unable to attend. + + +" +"allen-p/_sent_mail/193.","Message-ID: <25730802.1075855689480.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: TRANSPORTATION MODEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + + I am out ot the office on Friday, but Keith Holst will attend. He has been +managing the Transport on the west desk. + +Phillip" +"allen-p/_sent_mail/194.","Message-ID: <8079253.1075855689501.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 06:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Now that #44 is rented and you have settled in for a couple of months, we +need to focus on expenses and recordkeeping. + + First, I want to implement the following changes: + + 1. No Overtime without my written (or email) instructions. + 2. Daily timesheets for you and Wade faxed to me daily + 3. Paychecks will be issued each Friday by me at the State Bank + 4. No more expenditures on office or landscape than is necessary for basic +operations. + + + Moving on to the checkbook, I have attached a spreadsheet that organizes all +the checks since Jan. 1. + When you open the file, go to the ""Checkbook"" tab and look at the yellow +highlighted items. I have questions about these items. + Please gather receipts so we can discuss. + +Phillip + + + +" +"allen-p/_sent_mail/195.","Message-ID: <26778614.1075855689532.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + How many times do you think Jeff wants to get this message. Please help + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:30 PM --------------------------- + + + + From: Jeffrey A Shankman 08/08/2000 05:59 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Paul T Lucci/DEN/ECT@Enron +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + +Please have Phillip or John L approve. thanks. Jeff +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 08/08/2000 +07:48 AM --------------------------- + + +ARSystem@ect.enron.com on 08/07/2000 07:03:23 PM +To: jeffrey.a.shankman@enron.com +cc: +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + + +This request has been pending your approval for 8 days. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000000935&Email +=jeffrey.a.shankman@enron.com to approve the request or contact IRM at +713-853-5536 if you have any issues. + + + + +Request ID : 000000000000935 +Request Create Date : 7/27/00 2:15:23 PM +Requested For : paul.t.lucci@enron.com +Resource Name : EOL US NatGas US GAS PHY FWD FIRM Non-Texas < or = 1 +Month +Resource Type : Applications + + + + + + + +" +"allen-p/_sent_mail/196.","Message-ID: <2576119.1075855689554.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Request Submitted: Access Request for frank.ermis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + I keep getting these security requests that I cannot approve. Please take +care of this. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:28 PM --------------------------- + + +ARSystem@ect.enron.com on 08/08/2000 07:17:38 AM +To: phillip.k.allen@enron.com +cc: +Subject: Request Submitted: Access Request for frank.ermis@enron.com + + +Please review and act upon this request. You have received this email because +the requester specified you as their Manager. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000001282&Email +=phillip.k.allen@enron.com to approve th + + + + +Request ID : 000000000001282 +Request Create Date : 8/8/00 9:15:59 AM +Requested For : frank.ermis@enron.com +Resource Name : Market Data Telerate Basic Energy +Resource Type : Applications + + + + + +" +"allen-p/_sent_mail/197.","Message-ID: <11621863.1075855689575.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: barry.steinhart@enron.com +Subject: Re: trading opportunities +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Steinhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +What are your skills? Why do you want to be on a trading desk?" +"allen-p/_sent_mail/198.","Message-ID: <8313101.1075855689596.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: New Socal Curves +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: matt.smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +12:42 PM --------------------------- + + + + From: Jay Reitmeyer 08/07/2000 10:39 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect +cc: +Subject: New Socal Curves + + +" +"allen-p/_sent_mail/199.","Message-ID: <31200236.1075855689617.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 02:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Report on Property +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I didn't get a fax with the July bank statement on Friday. Can you refax it +to 713 646 2391 + +Phillip" +"allen-p/_sent_mail/2.","Message-ID: <5468446.1075855378133.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 13:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: outlook.team@enron.com +Subject: Re: 2- SURVEY/INFORMATION EMAIL 5-14- 01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Outlook Migration Team +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + + + +Outlook Migration Team@ENRON +05/11/2001 01:49 PM +To:=09Cheryl Wilchynski/HR/Corp/Enron@ENRON, Cindy R Ward/NA/Enron@ENRON, J= +o Ann Hill/Corp/Enron@ENRON, Sonja Galloway/Corp/Enron@Enron, Bilal Bajwa/N= +A/Enron@Enron, Binh Pham/HOU/ECT@ECT, Bradley Jones/ENRON@enronXgate, Bruce= + Mills/Corp/Enron@ENRON, Chance Rabon/ENRON@enronXgate, Chuck Ames/NA/Enron= +@Enron, David Baumbach/HOU/ECT@ECT, Jad Doan/ENRON@enronXgate, O'Neal D Win= +free/HOU/ECT@ECT, Phillip M Love/HOU/ECT@ECT, Sladana-Anna Kulic/ENRON@enro= +nXgate, Victor Guggenheim/HOU/ECT@ECT, Alejandra Chavez/NA/Enron@ENRON, Ann= +e Bike/Enron@EnronXGate, Carole Frank/NA/Enron@ENRON, Darron C Giron/HOU/EC= +T@ECT, Elizabeth L Hernandez/HOU/ECT@ECT, Elizabeth Shim/Corp/Enron@ENRON, = +Jeff Royed/Corp/Enron@ENRON, Kam Keiser/HOU/ECT@ECT, Kimat Singla/HOU/ECT@E= +CT, Kristen Clause/ENRON@enronXgate, Kulvinder Fowler/NA/Enron@ENRON, Kyle = +R Lilly/HOU/ECT@ECT, Luchas Johnson/NA/Enron@Enron, Maria Garza/HOU/ECT@ECT= +, Patrick Ryder/NA/Enron@Enron, Ryan O'Rourke/ENRON@enronXgate, Yuan Tian/N= +A/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Jay Reitm= +eyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Matthew Lenhart/HOU/ECT@ECT, Mik= +e Grigsby/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT= +@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Ina Norman/HO= +U/ECT@ECT, Jackie Travis/HOU/ECT@ECT, Michael J Gasper/HOU/ECT@ECT, Brenda = +H Fletcher/HOU/ECT@ECT, Jeanne Wukasch/Corp/Enron@ENRON, Mary Theresa Frank= +lin/HOU/ECT@ECT, Mike Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suz= +anne Calcagno/NA/Enron@Enron, Albert Stromquist/Corp/Enron@ENRON, Rajesh Ch= +ettiar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Derek Anderson/HOU/ECT@ECT, Bra= +d Horn/HOU/ECT@ECT, Camille Gerard/Corp/Enron@ENRON, Cathy Lira/NA/Enron@EN= +RON, Daniel Castagnola/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Eva Tow/Corp/En= +ron@ENRON, Lam Nguyen/NA/Enron@Enron, Andy Pace/NA/Enron@Enron, Anna Santuc= +ci/NA/Enron@Enron, Claudia Guerra/NA/Enron@ENRON, Clayton Vernon/Corp/Enron= +@ENRON, David Ryan/Corp/Enron@ENRON, Eric Smith/Contractor/Enron Communicat= +ions@Enron Communications, Grace Kim/NA/Enron@Enron, Jason Kaniss/ENRON@enr= +onXgate, Kevin Cline/Corp/Enron@Enron, Rika Imai/NA/Enron@Enron, Todd DeCoo= +k/Corp/Enron@Enron, Beth Jensen/NPNG/Enron@ENRON, Billi Harrill/NPNG/Enron@= +ENRON, Martha Sumner-Kenney/NPNG/Enron@ENRON, Phyllis Miller/NPNG/Enron@ENR= +ON, Sandy Olofson/NPNG/Enron@ENRON, Theresa Byrne/NPNG/Enron@ENRON, Danny M= +cCarty/ET&S/Enron@Enron, Denis Tu/FGT/Enron@ENRON, John A Ayres/FGT/Enron@E= +NRON, John Millar/FGT/Enron@Enron, Julie Armstrong/Corp/Enron@ENRON, Maggie= + Schroeder/FGT/Enron@ENRON, Max Brown/OTS/Enron@ENRON, Randy Cantrell/GCO/E= +nron@ENRON, Tracy Scott/Corp/Enron@ENRON, Charles T Muzzy/HOU/ECT@ECT, Cora= + Pendergrass/Corp/Enron@ENRON, Darren Espey/Corp/Enron@ENRON, Jessica White= +/NA/Enron@Enron, Kevin Brady/NA/Enron@Enron, Kirk Lenart/HOU/ECT@ECT, Lisa = +Kinsey/HOU/ECT@ECT, Margie Straight/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT,= + Souad Mahmassani/Corp/Enron@ENRON, Tammy Gilmore/NA/Enron@ENRON, Teresa Mc= +Omber/NA/Enron@ENRON, Wes Dempsey/NA/Enron@Enron, Barry Feldman/NYC/MGUSA@M= +GUSA, Catherine Huynh/NA/Enron@Enron +cc:=09=20 +Subject:=092- SURVEY/INFORMATION EMAIL 5-14- 01 + +Current Notes User:=20 + +To ensure that you experience a successful migration from Notes to Outlook,= + it is necessary to gather individual user information prior to your date o= +f migration. Please take a few minutes to completely fill out the followin= +g survey. Double Click on document to put it in ""Edit"" mode. When you finis= +h, simply click on the 'Reply With History' button then hit 'Send' Your su= +rvey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +---------------------------------------------------------------------------= +----------------------------------------------------------------- + +Full Name: Phillip Allen=09=09 + +Login ID: =09pallen + +Extension: =0937041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) =09Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilo= +t, Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? =09 + If yes, who? =20 + +Does anyone have permission to access your Email/Calendar? =09Yes, Ina Ran= +gel + If yes, who? =20 + +Are you responsible for updating anyone else's address book? =09 + If yes, who? =20 + +Is anyone else responsible for updating your address book? =20 + If yes, who? =20 + +Do you have access to a shared calendar? =20 + If yes, which shared calendar? =20 + +Do you have any Distribution Groups that Messaging maintains for you (for m= +ass mailings)? =20 + If yes, please list here: =20 + +Please list all Notes databases applications that you currently use: =20 + +In our efforts to plan the exact date/time of your migration, we also will = +need to know: + +What are your normal work hours? From: 7 To: 5 + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): =20 + + + +" +"allen-p/_sent_mail/20.","Message-ID: <24978223.1075855378806.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 13:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lisa.jones@enron.com +Subject: Re: Analyst Resume - Rafael Avila +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lisa Jones +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Send to Karen Buckley. Trading track interview to be conducted in May. " +"allen-p/_sent_mail/200.","Message-ID: <27259145.1075855689639.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, steven.south@enron.com +Subject: Gas fundamentals development website +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +07:05 AM --------------------------- + + +Chris Gaskill@ENRON +08/04/2000 03:13 PM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Hunter S Shively/HOU/ECT@ECT +Subject: Gas fundamentals development website + +Attached is the link to the site that we reviewed in today's meeting. The +site is a work in progress, so please forward your comments. + +http://gasfundy.dev.corp.enron.com/ + +Chris +" +"allen-p/_sent_mail/201.","Message-ID: <25793808.1075855689661.JavaMail.evans@thyme> +Date: Sat, 5 Aug 2000 09:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Hunter, + +Are you watching Alberto? Do you have Yahoo Messenger or Hear Me turned on? + +Phillip" +"allen-p/_sent_mail/202.","Message-ID: <26838693.1075855689682.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chris.gaskill@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +can you build something to look at historical prices from where we saved +curves each night. + +Here is an example that pulls socal only. +Improvements could include a drop down menu to choose any curve and a choice +of index,gd, or our curves. + +" +"allen-p/_sent_mail/203.","Message-ID: <5690387.1075855689704.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + +The only long term deal in the west that you could put prudency against is +the PGT transport until 2023 + +Phillip" +"allen-p/_sent_mail/204.","Message-ID: <8214445.1075855689725.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Electric Overage (1824.62) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I will call you this afternoon to discuss the things in your email. + +Phillip" +"allen-p/_sent_mail/205.","Message-ID: <17256273.1075855689747.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation Update 7/24/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:49 AM --------------------------- + + Enron North America Corp. + + From: Kristian J Lande 07/25/2000 02:24 PM + + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Tim Belden/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT, Tom +Alonso/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tim Heizenrader/PDX/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Generation Update 7/24/00 + + +" +"allen-p/_sent_mail/206.","Message-ID: <15240164.1075855689768.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ywang@enron.com +Subject: Re: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ywang@enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +please add mike grigsby to distribution" +"allen-p/_sent_mail/207.","Message-ID: <20457011.1075855689790.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Price for Stanfield Term +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:44 AM --------------------------- + +Michael Etringer + +07/26/2000 08:32 AM + +To: Keith Holst/HOU/ECT@ect, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Price for Stanfield Term + +I am sending off a follow-up to a bid I submitted to Clark County PUD. They +have requested term pricing for Stanfield on a volume of 17,000. Could you +give me a basis for the period : + +Sept -00 - May 31, 2006 +Sept-00 - May 31, 2008 + +Since I assume you do not keep a Stanfield basis, but rather a basis off +Malin or Rockies, it would probably make sense to show the basis as an +adjustment to one of these point. Also, what should the Mid - Offer Spread +be on these terms. + +Thanks, Mike + +" +"allen-p/_sent_mail/208.","Message-ID: <22278229.1075855689811.JavaMail.evans@thyme> +Date: Tue, 25 Jul 2000 10:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: For Wade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Wade, + + I understood your number one priority was to deal with your vehicle +situation. You need to take care of it this week. Lucy can't hold the +tenants to a standard (vehicles must be in running order with valid stickers) +if the staff doesn't live up to it. If you decide to buy a small truck and +you want to list me as an employer for credit purposes, I will vouch for your +income. + +Phillip" +"allen-p/_sent_mail/209.","Message-ID: <29850337.1075855689832.JavaMail.evans@thyme> +Date: Mon, 24 Jul 2000 03:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: your address +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +the merlin ct. address is still good. I don't know why the mailing would be +returned. " +"allen-p/_sent_mail/21.","Message-ID: <9496454.1075855378828.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 13:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Cc: tim.belden@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.belden@enron.com +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: Tim Belden +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Tim, + +Can you authorize access to the west power site for Keith Holtz. He is our Southern California basis trader and is under a two year contract. + +On another note, is it my imagination or did the SARR website lower its forecast for McNary discharge during May. It seems like the flows have been lowered into the 130 range and there are fewer days near 170. Also the second half of April doesn't seem to have panned out as I expected. The outflows stayed at 100-110 at McNary. Can you email or call with some additional insight? + +Thank you, + +Phillip" +"allen-p/_sent_mail/210.","Message-ID: <22301623.1075855689854.JavaMail.evans@thyme> +Date: Thu, 20 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the 1st draft of a wish list for systems. + +" +"allen-p/_sent_mail/211.","Message-ID: <20376172.1075855689875.JavaMail.evans@thyme> +Date: Wed, 19 Jul 2000 03:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Interactive Information Resource +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/19/2000 +10:39 AM --------------------------- + + +Skipping Stone on 07/18/2000 06:06:28 PM +To: Energy.Professional@mailman.enron.com +cc: +Subject: Interactive Information Resource + + + +skipping stone animation +Have you seen us lately? + +Come see what's new + +www.skippingstone.com +Energy Experts Consulting to the Energy Industry +! + +" +"allen-p/_sent_mail/212.","Message-ID: <5791021.1075855689896.JavaMail.evans@thyme> +Date: Tue, 18 Jul 2000 02:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: lunch +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +11:15 today still works." +"allen-p/_sent_mail/213.","Message-ID: <21852423.1075855689918.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com +Subject: Comments on Order 637 Compliance Filings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +fyi CIG + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/17/2000 +10:45 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 07/14/2000 02:31 PM + + +To: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Chris +Meyer/HOU/ECT@ECT, Judy Townsend/HOU/ECT@ECT, Theresa Branney/HOU/ECT@ECT, +Paul T Lucci/DEN/ECT@Enron, Jane M Tholt/HOU/ECT@ECT, Steven P +South/HOU/ECT@ECT, Frank Ermis/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +George Smith/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Jim Homco/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Ray +Hamman/HOU/EES@EES, Robert Superty/HOU/ECT@ECT, Edward Terry/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Brenda H +Fletcher/HOU/ECT@ECT, Jeff Coates/HOU/EES@EES, John Hodge/Corp/Enron@ENRON, +Janet Edwards/Corp/Enron@ENRON, Ruth Concannon/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Paul Tate/HOU/EES@EES, Phillip K Allen/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Barbara G Dillard/HOU/ECT@ECT, Gary L +Payne/HOU/ECT@ECT +cc: +Subject: Comments on Order 637 Compliance Filings + + + + +FYI + +Attached are initial comments of ENA which will be filed Monday in the Order +637 Compliance Filings of the indicated pipelines. (Columbia is Columbia +Gas.) For all other pipelines on the priority list, we filed plain +interventions. + + +" +"allen-p/_sent_mail/214.","Message-ID: <20426321.1075855689940.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.davis@enron.com, niamh.clarke@enron.com, sonya.clarke@enron.com +Subject: El Paso Blanco Avg product +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank L Davis, Niamh Clarke, Sonya Clarke +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/14/2000 +02:00 PM --------------------------- + + Enron North America Corp. + + From: Kenneth Shulklapper 07/14/2000 06:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: El Paso Blanco Avg product, + + + +Please extend all internal gas traders view access to the new El Paso Blanco +Avg physical NG product. + +Tori Kuykendahl and Jane Tholt should both have administrative access to +manage this on EOL. + +If you have any questions, please call me on 3-7041 + +Thanks, + +Phillip Allen +" +"allen-p/_sent_mail/215.","Message-ID: <9793656.1075855689961.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 06:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: 65th BD for Nea +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kay, + + I will be down that weekend, but I am not sure about the rest of the family. +All is well here. I will try to bring some pictures if I can't bring the +real thing. + +Keith" +"allen-p/_sent_mail/216.","Message-ID: <17498013.1075855689982.JavaMail.evans@thyme> +Date: Thu, 13 Jul 2000 03:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Project Elvis and Cactus Open Gas Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/13/2000 +10:24 AM --------------------------- +From: Andy Chen on 07/12/2000 02:14 PM +To: Michael Etringer/HOU/ECT@ECT +cc: Frank W Vickers/HOU/ECT@ECT, Saji John/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: Project Elvis and Cactus Open Gas Position + +Mike-- + +Here are the net open Socal border positions we have for Elvis and Cactus. +Let's try and set up a conference call with Phillip and John to talk about +their offers at the back-end of their curves. + +Roughly speaking, we are looking at a nominal 3750 MMBtu/d for 14 years from +May 2010 on Elvis, and 3000 MMBtu/d on Cactus fromJune 2004 to April 2022. + +Andy + + + +" +"allen-p/_sent_mail/217.","Message-ID: <18062842.1075855690006.JavaMail.evans@thyme> +Date: Wed, 12 Jul 2000 07:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/12/2000 +02:18 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 02:58 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Sorry, I didn't attach the form. There is one for Associates and one for +Analyst. + + +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:57 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 04:57 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Hey Phillip, +I received your note from Celeste. I am the ENA Staffing Coordinator and +need for you to fill out the attached Needs Assessment form before I can send +you any resumes. Also, would you be interested in the new class? Analysts +start with the business units on Aug. 3rd and Assoc. start on Aug. 28th. We +are starting to place the Associates and would like to see if you are +interested. Please let me know. + +Once I receive the Needs Assessment back (and you let me know if you can wait +a month,) I will be happy to pull a couple of resumes for your review. If +you have any questions, please let me know. Thanks. +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:50 PM --------------------------- + + + + From: Dolores Muzzy 07/11/2000 04:17 PM + + +To: Jana Giovannini/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +I believe Phillip Allen is from ENA. + +Dolores +---------------------- Forwarded by Dolores Muzzy/HOU/ECT on 07/11/2000 04:17 +PM --------------------------- + + + + From: Phillip K Allen 07/11/2000 12:54 PM + + +To: Celeste Roberts/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041 + + + + + + +" +"allen-p/_sent_mail/218.","Message-ID: <15248522.1075855690027.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:59 PM --------------------------- + + + + From: Robert Badeer 07/11/2000 02:44 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/_sent_mail/219.","Message-ID: <26723744.1075855690050.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Systems Meeting 7/18 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Kimberly Hillis 07/11/2000 01:16 PM + + +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Steve +Jackson/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT +cc: Barbara Lewis/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Cherylene R +Westbrook/HOU/ECT@ECT, Patti Thompson/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, +Irena D Hogan/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT +Subject: Systems Meeting 7/18 + +Please note that John Lavorato has scheduled a Systems Meeting on Tuesday, +July 18, from 2:00 - 3:00 p.m. in EB3321. + +Please call me at x30681 if you have any questions. + +Thanks + +Kim Hillis + +" +"allen-p/_sent_mail/22.","Message-ID: <22039354.1075855378849.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 17:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Leander etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +I would look at properties in San Antonio or Dallas." +"allen-p/_sent_mail/220.","Message-ID: <19895660.1075855690071.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: celeste.roberts@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Celeste Roberts +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041" +"allen-p/_sent_mail/221.","Message-ID: <16453400.1075855690092.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 02:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: Katy flatlands +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +How about Tuesday at 11:15 in front of the building?" +"allen-p/_sent_mail/222.","Message-ID: <10221129.1075855690113.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 02:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ywang@enron.com +Subject: Re: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ywang@enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +please add mike grigsby to distribution list. +" +"allen-p/_sent_mail/223.","Message-ID: <21391430.1075855690135.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@surffree.com +Subject: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@surffree.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +testing" +"allen-p/_sent_mail/224.","Message-ID: <23591021.1075855690157.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: System Meeting 7/11 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +06:12 AM --------------------------- + + Enron North America Corp. + + From: John J Lavorato 07/10/2000 04:03 PM + + +Sent by: Kimberly Hillis +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: System Meeting 7/11 + +This is to confirm a meeting for tomorrow, Tuesday, July 11 at 2:00 pm. +Please reference the meeting as Systems Meeting and also note that there will +be a follow up meeting. The meeting will be held in EB3321. + +Call Kim Hillis at x30681 if you have any questions. + +k" +"allen-p/_sent_mail/225.","Message-ID: <15131861.1075855690179.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, kenneth.shulklapper@enron.com +Subject: Natural Gas Customers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/10/2000 +04:40 PM --------------------------- + + +Scott Neal +07/10/2000 01:19 PM +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Elsa +Villarreal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: +Subject: Natural Gas Customers + + +---------------------- Forwarded by Scott Neal/HOU/ECT on 07/10/2000 03:18 PM +--------------------------- + + +Jason Moore +06/26/2000 10:44 AM +To: Scott Neal/HOU/ECT@ECT +cc: Joel Henenberg/NA/Enron@Enron, Mary G Gosnell/HOU/ECT@ECT +Subject: Natural Gas Customers + +Attached please find a spreadsheet containing a list of natural gas customers +in the Global Counterparty database. These are all active counterparties, +although we may not be doing any business with them currently. If you have +any questions, please feel free to call me at x33198. + + + +Jason Moore + + +" +"allen-p/_sent_mail/226.","Message-ID: <12154382.1075855690200.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 06:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: EXECUTIVE IMPACT COURSE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + Please sign me up for this course whenever Hunter is signed up. Thanks" +"allen-p/_sent_mail/227.","Message-ID: <32881814.1075855690221.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 06:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: Katy flatlands +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I am not in good enough shape to ride a century right now. Plus I'm nursing +some injuries. I can do lunch this week or next, let's pick a day. + +Phillip" +"allen-p/_sent_mail/228.","Message-ID: <3164932.1075855690243.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 09:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@tgn.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@tgn.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + The word document attached is a notice/consent form for the sale. The excel +file is an amortization table for the note. +You can use the Additional Principal Reduction to record prepayments. Please +email me back to confirm receipt. + + +Phillip + + + + + +" +"allen-p/_sent_mail/229.","Message-ID: <9250296.1075855690264.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 09:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Brenda Stones telephone numbers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I have spoken to Brenda and everything looks good. Matt Lutz was supposed +to email me some language but I did not receive it. I don't have his # so +can you follow up. When is the estimated closing date. Let me know what +else I need to be doing. + +Phillip" +"allen-p/_sent_mail/23.","Message-ID: <8052466.1075855378887.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 16:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Gary Schmitz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Gary, + +I have also been speaking to Johnnie Brown in San Antonio to be the general contractor. According to Johnnie, I would not be pay any less buying from the factory versus purchasing the panels through him since my site is within his region. Assuming this is true, I will work directly with him. I believe he has sent you my plans. They were prepared by Kipp Flores architects. + +Can you confirm that the price is the same direct from the factory or from the distributor? If you have the estimates worked up for Johnnie will you please email them to me as well? + +Thank you for your time. I am excited about potentially using your product. + +Phillip Allen" +"allen-p/_sent_mail/230.","Message-ID: <12051992.1075855690285.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 06:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary.taylor@enron.com +Subject: Re: market intelligence +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +gary, + + thanks for the info." +"allen-p/_sent_mail/231.","Message-ID: <23290954.1075855690306.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 06:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: felix.buitron@enron.com +Subject: Re: Memory +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Felix Buitron +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Anytime after 3 p.m." +"allen-p/_sent_mail/232.","Message-ID: <5063236.1075855690328.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 09:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Re: Thoughts on Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + Matt sent you a email with his attempt to organize some of the cems and wscc +data. Tim H. expressed concern over the reliability of the wscc data. I +don't know if we should scrap the wscc or just keep monitoring in case it +improves. Let me know what you think. + +Phillip" +"allen-p/_sent_mail/233.","Message-ID: <3784484.1075855690349.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 08:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Executive Impact and Influence Course +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +What are my choices for dates? +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/06/2000 +03:44 PM --------------------------- + + +David W Delainey +06/29/2000 10:48 AM +To: Jeffery Ader/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, +Bryan Burnett/HOU/ECT@ECT, George Carrick/HOU/ECT@ECT, Joseph +Deffner/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Craig A Fox/HOU/ECT@ECT, +Julie A Gomez/HOU/ECT@ECT, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Fred Lagrasta/HOU/ECT@ECT, John J +Lavorato/Corp/Enron@Enron, Thomas A Martin/HOU/ECT@ECT, Gil +Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Hunter S Shively/HOU/ECT@ECT, Bruce Sukaly/Corp/Enron@Enron, Colleen +Sullivan/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, +Carl Tricoli/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT +cc: Billy Lemmons/Corp/Enron@ENRON, Mark Frevert/NA/Enron@Enron +Subject: Executive Impact and Influence Course + +Folks, you are the remaining officers of ENA that have not yet enrolled in +this mandated training program. It is ENA's goal to have all its officers +through the program before the end of calendar year 2000. The course has +received very high marks for effectiveness. Please take time now to enroll +in the program. Speak to your HR representative if you need help getting +signed up. + +Regards +Delainey +" +"allen-p/_sent_mail/234.","Message-ID: <20174240.1075855690371.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 07:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Notices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +I got your email. I didn't have time to finish it. I will read it this +weekend and ask my dad about the a/c's. I am glad you are enjoying +the job. This weekend I will mark up the lease and rules. If I didn't +mention this when I was there, the 4th is a paid holiday for you and Wade. +Have a good weekend and I will talk to you next week. + +Phillip" +"allen-p/_sent_mail/235.","Message-ID: <920154.1075855690394.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: (Reminder) Update GIS Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +What is GIS info? Can you do this? + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/30/2000 +12:53 PM --------------------------- + + Enron North America Corp. + + From: David W Delainey 06/30/2000 07:42 AM + + +Sent by: Kay Chapman +To: Raymond Bowen/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Janet R +Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, George McClellan/HOU/ECT@ECT, Jere C +Overdyke/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A +Shankman/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT, Mark E +Haedicke/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Julia Murray/HOU/ECT@ECT, +Greg Hermans/Corp/Enron@Enron, Paul Adair/Corp/Enron@Enron, Jeffery +Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, +Brad Alford/ECP/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Michael J Beyer/HOU/ECT@ECT, +Brian Bierbach/DEN/ECT@Enron, Donald M- ECT Origination Black/HOU/ECT@ECT, +Greg Blair/Corp/Enron@Enron, Brad Blesie/Corp/Enron@ENRON, Michael W +Bradley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, Cary M Carrabine/Corp/Enron@Enron, George +Carrick/HOU/ECT@ECT, Douglas Clifford/Corp/Enron@ENRON, Bob +Crane/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Kent Densley/Corp/Enron@Enron, +Timothy J Detmering/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Ranabir +Dutt/Corp/Enron@Enron, Craig A Fox/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, +David Howe/Corp/Enron@ENRON, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Jeff Kinneman/HOU/ECT@ECT, Kyle Kitagawa/CAL/ECT@ECT, +Fred Lagrasta/HOU/ECT@ECT, Billy Lemmons/Corp/Enron@ENRON, Laura +Luce/Corp/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Randal +Maffett/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT, Michael McDonald/SF/ECT@ECT, +Jesus Melendrez/Corp/Enron@Enron, mmiller3@enron.com, Rob +Milnthorp/CAL/ECT@ECT, Gil Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Michelle Parks/Corp/Enron@Enron, David +Parquet/SF/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Steve +Pruett/Corp/Enron@Enron, Daniel Reck/HOU/ECT@ECT, Andrea V Reed/HOU/ECT@ECT, +Jim Schwieger/HOU/ECT@ECT, Cliff Shedd/NA/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Stuart Staley/LON/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, +Thomas M Suffield/Corp/Enron@ENRON, Bruce Sukaly/Corp/Enron@Enron, Jake +Thomas/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Carl +Tricoli/Corp/Enron@Enron, Max Yzaguirre/NA/Enron@ENRON, Sally +Beck/HOU/ECT@ECT, Nick Cocavessis/Corp/Enron@ENRON, Peggy +Hedstrom/CAL/ECT@ECT, Sheila Knudsen/Corp/Enron@ENRON, Jordan +Mintz/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Bryan Burnett/HOU/ECT@ECT, James I Ducote/HOU/ECT@ECT, +Douglas B Dunn/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Barbara N +Gray/HOU/ECT@ECT, Robert Greer/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, +Andrew Kelemen/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Jesse +Neyman/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, +William Rome/HOU/ECT@ECT, Lance Schuler-Legal/HOU/ECT@ECT, Vasant +Shanbhogue/HOU/ECT@ECT, Gregory L Sharp/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, +Sheila Tweed/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Mark Dobler/NA/Enron@Enron, +Thomas A Martin/HOU/ECT@ECT, Steven Schneider/Enron@Gateway +cc: Cindy Skinner/HOU/ECT@ECT, Ted C Bland/HOU/ECT@ECT, David W +Delainey/HOU/ECT@ECT, Marsha Schiller/HOU/ECT@ECT, Shirley +Tijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Stella L +Ely/HOU/ECT@ECT, Kimberly Hillis/HOU/ECT@ect, Yolanda Ford/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Katherine Benedict/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Janette Elbertson/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Carolyn +George/Corp/Enron@ENRON, Kimberly Brown/HOU/ECT@ECT, Claudette +Harvey/HOU/ECT@ect, Terrellyn Parker/HOU/ECT@ECT, Maria Elena +Mendoza/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Debra Davidson/PDX/ECT@ECT, +Jessica A Wentworth/DEN/ECT@Enron, Catherine DuMont/PDX/ECT@ECT, Betty J +Coneway/HOU/ECT@ECT, Nicole Mayer/HOU/ECT@ECT, Sherri Carpenter/HOU/ECT@ECT, +Susan Fallon/Corp/Enron@ENRON, Tina Rode/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Iris Wong/CAL/ECT@ECT, Rebecca.Young@enron.com, Maxine +E Levingston/Corp/Enron@Enron, Lynn Pikofsky/Corp/Enron@ENRON, Luann +Mitchell/Corp/Enron@Enron, Ana Alcantara/HOU/ECT@ECT, Deana +Fortine/Corp/Enron@ENRON, Deborah J Edison/HOU/ECT@ECT, Lisa +Zarsky/HOU/ECT@ECT, Angela McCulloch/CAL/ECT@ECT, Dusty Warren +Paez/HOU/ECT@ECT, Cristina Zavala/SF/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Denys +Watson/Corp/Enron@ENRON, Angie Collins/HOU/ECT@ECT, Tammie +Davis/NA/Enron@Enron, Gerry Taylor/Corp/Enron@ENRON, Lorie Leigh/HOU/ECT@ECT, +Airam Arteaga/HOU/ECT@ECT, Tina Tennant/HOU/ECT@ECT, Mollie +Gustafson/PDX/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Patti +Thompson/HOU/ECT@ECT, Leticia Leal/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Rhonna Palmer/HOU/ECT@ECT, Irena D Hogan/HOU/ECT@ECT, +Joya Davis/HOU/ECT@ECT, Erica Braden/HOU/ECT@ECT, Anabel +Gutierrez/HOU/ECT@ECT, Jenny Helton/HOU/ECT@ect, Christine +Drummond/HOU/ECT@ECT, Kevin G Moore/HOU/ECT@ECT, Dina Snow/Corp/Enron@Enron, +Lillian Carroll/HOU/ECT@ECT, Taffy Milligan/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Nancy Hall/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, +Crystal Blair/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Melissa Jones/NA/Enron@ENRON, Beth A Ryan/HOU/ECT@ECT, +Shirley Crenshaw/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Amy +Cooper/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT +Subject: (Reminder) Update GIS Information + +This is a reminder !!! If you haven't taken the time to update your GIS +information, please do so. It is essential that this function be performed +as soon as possible. Please read the following memo sent to you a few days +ago and if you have any questions regarding this request, please feel free to +call Ted Bland @ 3-5275. + +With Enron's rapid growth we need to maintain an ability to move employees +between operating companies and new ventures. To do this it is essential to +have one process that will enable us to collect , update and retain employee +data. In the spirit of One Enron, and building on the success of the +year-end Global VP/MD Performance Review Process, the Enron VP/MD PRC +requests that all Enron Vice Presidents and Managing Directors update their +profiles. Current responsibilities, employment history, skills and education +need to be completed via the HR Global Information System. HRGIS is +accessible via the HRWEB home page on the intranet. Just go to +hrweb.enron.com and look for the HRGIS link. Or just type eglobal.enron.com +on the command line of your browser. + +The target date by which to update these profiles is 7 July. If you would +like to have a hard copy of a template that could be filled out and returned +for input, or If you need any assistance with the HRGIS application please +contact Kathy Schultea at x33841. + +Your timely response to this request is greatly appreciated. + + +Thanks, + + +Dave" +"allen-p/_sent_mail/236.","Message-ID: <29996655.1075855690416.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: West Power Strategy Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +04:39 PM --------------------------- + + +TIM HEIZENRADER +06/27/2000 11:35 AM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: West Power Strategy Materials + +Charts for today's meeting are attached: +" +"allen-p/_sent_mail/237.","Message-ID: <32005218.1075855690438.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 05:33:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: gas storage model +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +12:32 PM --------------------------- + + +Zimin Lu +06/14/2000 07:09 AM +To: Mark Breese/HOU/ECT@ECT +cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Colleen +Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT +Subject: gas storage model + + +Mark, + +We are currently back-testing the storage model. +The enclosed version contains deltas and decision +variable. + +You mentioned that you have resources to run the model. Please do so. +This will help us to gain experience with the market vs the +model. + +I am going to distribute an article by Caminus, an software vendor. +The article illustrates the optionality associated with storage operation +very well. The Enron Research storage model is a lot like that, although +implementation may be +different. + +Let me know if you have any questions. + +Zimin + + + +" +"allen-p/_sent_mail/238.","Message-ID: <612127.1075855690459.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 07:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +is your voice healed or are you going to use a real time messenger?" +"allen-p/_sent_mail/239.","Message-ID: <20364402.1075855690481.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 07:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +no" +"allen-p/_sent_mail/24.","Message-ID: <12786049.1075855378908.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 11:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: FERC's Prospective Mitigation and Monitoring Plan for CA + Wholesale Electric Markets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Ray, + +Is there any detail on the gas cost proxy. Which delivery points from which publication will be used? Basically, can you help us get any clarification on the language ""the average daily cost of gas for all delivery points in California""? + +Phillip" +"allen-p/_sent_mail/240.","Message-ID: <9309202.1075855690502.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 06:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Download Frogger before it hops away! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/26/2000 +01:57 PM --------------------------- + + +""the shockwave.com team"" on 06/23/2000 +10:49:22 PM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Download Frogger before it hops away! + + +Dear Phillip, + +Frogger is leaving shockwave.com soon... + +Save it to your Shockmachine now! + +Every frog has his day - games, too. Frogger had a great run as an +arcade classic, but it is leaving the shockwave.com pond soon. The +good news is that you can download it to your Shockmachine and +own it forever! + +Don't know about Shockmachine? You can download Shockmachine for free +and save all of your downloadable favorites to play off-line, +full-screen, whenever you want. + +Download Frogger by noon, PST on June 30th, while it's still on +the site! + +the shockwave.com team + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + +#27279 + + + + + + + +" +"allen-p/_sent_mail/241.","Message-ID: <29012384.1075855690524.JavaMail.evans@thyme> +Date: Fri, 23 Jun 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: torrey.moorer@enron.com +Subject: FT-Denver book on EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/23/2000 +11:45 AM --------------------------- + + Enron North America Corp. + + From: Michael Walters 06/21/2000 04:17 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Paul T Lucci/DEN/ECT@Enron +cc: Tara Sweitzer/HOU/ECT@ECT +Subject: FT-Denver book on EOL + +Phil or Paul: + +Please forward this note to Torrey Moorer or Tara Sweitzer in the EOL +department. It must be sent by you. + +Per this request, we are asking that all financial deals on EOL be bridged +over to the FT-Denver book instead of the physical ENA IM-Denver book. + +Thanks in advance. + +Mick Walters +3-4783 +EB3299d +" +"allen-p/_sent_mail/242.","Message-ID: <31697227.1075855690545.JavaMail.evans@thyme> +Date: Thu, 22 Jun 2000 00:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: scott.carter@chase.com +Subject: Re: The New Power Company +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Carter, Scott"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Scott, + + I emailed your question to a friend that works for the new company. I think +I know the answer to your questions but I want to get the exact details from +him. Basically, they will offer energy online at a fixed price or some +price that undercuts the current provider. Then once their sales are large +enough they will go to the wholesale market to hedge and lock in a profit. +The risk is that they have built in enough margin to give them room to manage +the price risk. This is my best guess. I will get back to you with more. + +Phillip" +"allen-p/_sent_mail/243.","Message-ID: <25139095.1075855690566.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 07:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Wade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I want to speak to Wade myself. He can call me at work or home. Or if you +email me his number I will call him. + I would like Gary to direct Wade on renovation tasks and you can give him +work orders for normal maintenance. + + I will call you tomorrow to discuss items from the office. Do you need Mary +to come in on any more Fridays? I think I + can guess your answer. + + I might stop by this Friday. + +Phillip" +"allen-p/_sent_mail/244.","Message-ID: <28925215.1075855690588.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 03:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone.ect.enron.com/~theizen/wsccnav/" +"allen-p/_sent_mail/245.","Message-ID: <9492096.1075855690610.JavaMail.evans@thyme> +Date: Mon, 12 Jun 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Thoughts on Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/12/2000 +10:55 AM --------------------------- + + + + From: Tim Belden 06/11/2000 07:26 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Thoughts on Presentation + +It is a shame that the CAISO doesn't provide actual generation by unit. The +WSCC data, which is dicey and we don't have until July 1999, and the CEMMS, +which comes on a delay, are ultimately our best sources. For your purposes +the CAISO may suffice. I think that you probably know this already, but +there can be a siginificant difference between ""scheduled"" and ""actual"" +generation. You are pulling ""scheduled."" If someone doesn't schedule their +generation and then generates, either instructed or uninstructed, then you +will miss that. You may also miss generation of the northern california +munis such as smud who only schedule their net load to the caiso. That is, +if they have 1500 MW of load and 1200 MW of generation, they may simply +schedule 300 MW of load and sc transfers or imports of 300 MW. Having said +all of that, it is probably close enough and better than your alternatives on +the generation side. + +On the load side I think that I would simply use CAISO actual load. While +they don't split out NP15 from SP15, I think that using the actual number is +better than the ""scheduled"" number. The utilities play lots of game on the +load side, usually under-scheduling depending on price. + +I think the presentation looks good. It would be useful to share this with +others up here once you have it finished. I'd like to see how much gas +demand goes up with each additional GW of gas-generated electricity, +especially compared to all gas consumption. I was surprised by how small the +UEG consumption was compared to other uses. If it is the largest marginal +consumer then it is obviously a different story. + +Let's talk. +" +"allen-p/_sent_mail/246.","Message-ID: <15892545.1075855690631.JavaMail.evans@thyme> +Date: Thu, 8 Jun 2000 10:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Check out NP Gen & Load. (aMW)" +"allen-p/_sent_mail/247.","Message-ID: <12729421.1075855690654.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:27 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/_sent_mail/248.","Message-ID: <322515.1075855690675.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:26 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/_sent_mail/249.","Message-ID: <18254459.1075855690697.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + +" +"allen-p/_sent_mail/25.","Message-ID: <12558609.1075855378931.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 18:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ned.higgins@enron.com +Subject: Re: Unocal WAHA Storage +Cc: mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mike.grigsby@enron.com +X-From: Phillip K Allen +X-To: Ned Higgins +X-cc: Mike Grigsby +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Ned, + +Regarding the Waha storage, the west desk does not have a strong need for this storage but we are always willing to show a bid based on the current summer/winter spreads and cycling value. The following assumptions were made to establish our bid: 5% daily injection capacity, 10% daily withdrawal capacity, 1% fuel (injection only), 0.01/MMBtu variable injection and withdrawal fees. Also an undiscounted June 01 to January 02 spread of $0.60 existed at the time of this bid. + +Bid for a 1 year storage contract beginning June 01 based on above assumptions: $0.05/ MMBtu/Month ($0.60/Year). Demand charges only. + +I am not sure if this is exactly what you need or not. Please call or email with comments. + +Phillip Allen + +" +"allen-p/_sent_mail/250.","Message-ID: <14521042.1075855690718.JavaMail.evans@thyme> +Date: Mon, 5 Jun 2000 04:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: felix.buitron@enron.com +Subject: Re: Compaq M700 laptop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Felix Buitron +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Felix, + +Network: + login pallen + pw ke7davis + +Notes: + pw synergi + + +My location is 3210B. + +Phillip" +"allen-p/_sent_mail/251.","Message-ID: <13776949.1075855690739.JavaMail.evans@thyme> +Date: Fri, 2 Jun 2000 08:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Click on this attachment to see the format to record expenses. You can keep +a log on paper or on the computer. The computer would be better for sending +me updates. + + + +What do you think about being open until noon on Saturday. This might be +more convenient for collecting rent and showing open apartments. +We can adjust office hours on another day. + +Phillip" +"allen-p/_sent_mail/252.","Message-ID: <23616644.1075855690760.JavaMail.evans@thyme> +Date: Fri, 2 Jun 2000 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: 91 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I will respond to the offer on Monday. There is a $35 Million expansion +adding 250 jobs in Burnet. I am tempted to hold for $3000/acre. Owner +financing would still work. Do you have an opinion? + +Phillip" +"allen-p/_sent_mail/253.","Message-ID: <9572632.1075855690782.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 10:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: What's happening? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I was glad to hear from you. I hope we can put the past behind us. Sounds +like you have been busy. Congratulations on the new baby. Judging from your +email all is well with you. That's great. + +We did have another girl in December, (Evelyn Grace). Three is it for us. +What's your target? The other two are doing well. Soccer, T-ball, and bike +riding keeps them busy. They could use some of Cole's coordination. + +My fitness program is not as intense as yours right now. I am just on +maintenance. You will be surprised to hear that Hunter is a fanatical +cyclist. We have been riding to work twice a week for the last few months. +He never misses, rain or shine. Sometimes we even hit the trails in Memorial +Park on Saturdays. Mountain biking is not as hard as a 50 mile trip on the +road. I would like to dust off my road bike and go for a ride some Saturday. + +I would like to hear more about your new job. Maybe we could grab lunch +sometime. + +Phillip + +" +"allen-p/_sent_mail/254.","Message-ID: <27290645.1075855690805.JavaMail.evans@thyme> +Date: Tue, 30 May 2000 06:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com +Subject: Transport p&l +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/30/2000 +01:32 PM --------------------------- + + + + From: Colleen Sullivan 05/30/2000 09:18 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Transport p&l + +Phillip-- +I've noticed one thing on your intra-month transport p&l that looks strange +to me. Remember that I do not know the Northwest at all, so this may not be +an issue, but I'll point it out and let you decide. Let me know if this is +O.K. as is, so I'll know to ignore it in the future. Also, if you want me to +get with Kim and the Sitara people to change the mapping, let me know and +I'll take care of it.. + +On PG&E NW, it appears that PGEN Kingsgate is mapped to a Malin Citygate +curve instead of a Kingsgate curve, resulting in a total transport loss of +$235,019. +(If the mapping were changed, it should just reallocate p&l--not change your +overall p&l.) Maybe there is a reason for this mapping or maybe it affects +something else somewhere that I am not seeing, but anyway, here are the Deal +#'s, paths and p&l impacts of each. + 139195 From Kingsgate to Malin ($182,030) + 139196 From Kingsgate to PGEN/Tuscarora ($ 4,024) + 139197 From Kingsgate to PGEN Malin ($ 8,271) + 231321 From Kingsgate to Malin ($ 38,705) + 153771 From Kingsgate to Stanfield ($ 1,988) + Suggested fix: Change PGEN Kingsgate mapping from GDP-Malin Citygate to +GDP-Kingsgate. + + Clay Basin storage--this is really a FYI more than anything else--I see five +different tickets in Sitara for Clay Basin activity--one appears to be for +withdrawals and the other four are injections. Clay Basin is valued as a +Questar curve, which is substantially below NWPL points. What this means is +that any time you are injecting gas, these tickets will show transport +losses; each time you are withdrawing, you will show big gains on transport. +I'm not sure of the best way to handle this since we don't really have a +systematic Sitara way of handling storage deals. In an ideal world, it seems +that you would map it the way you have it today, but during injection times, +the transport cost would pass through as storage costs. Anyway, here's the +detail on the tickets just for your info, plus I noticed three days where it +appears we were both withdrawing and injecting from Clay Basin. There may be +an operational reason why this occurred that I'm not aware of, and the dollar +impact is very small, but I thought I'd bring it to your attention just in +case there's something you want to do about it. The columns below show the +volumes under each ticket and the p&L associated with each. + +Deal # 251327 159540 265229 +106300 201756 +P&L $29,503 ($15,960) ($3,199) +($2,769) ($273) +Rec: Ques/Clay Basin/0184 NWPL/Opal 543 NWPL/Opal Sumas NWPL/S of +Gr Rvr +Del: NWPL/S of Green River/Clay Ques/Clay Basin/0852 Ques/Clay +Basin/0852 Ques/Clay Basin Ques/Clay Basin +1 329 8,738 +2 1,500 +3 2,974 11,362 +4 6,741 12,349 1,439 +5 19,052 3,183 +9 333 +13 30,863 2,680 +14 30,451 +15 35,226 +16 6,979 235 +17 17,464 +18 9,294 +20 10,796 771 +21 17,930 +22 10,667 +23 14,415 9,076 +25 23,934 8,695 +26 3,284 +27 1,976 +28 1,751 +29 1,591 +30 20,242 + + +" +"allen-p/_sent_mail/255.","Message-ID: <18351800.1075855690826.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 07:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: balance on truck/loan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +If we add both balances together the total is $1,140. I can spread it over 6 +or 12 months. 6 month payout would be $190/month. +12 month payout would be $95/month. Your choice. I would like it if you +could work 5/hrs each Friday for another month or so. Does $10/hr sound +fair? We can apply it to the loan. + +Phillip" +"allen-p/_sent_mail/256.","Message-ID: <6374041.1075855690847.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 06:10:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +address: http://ectpdx-sunone.ect.enron.com/~ctatham/navsetup/index.htm + + +id: pallen +password: westgasx" +"allen-p/_sent_mail/257.","Message-ID: <22766758.1075855690869.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 00:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Todays update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + I am going to be in Seguin this Saturday through Monday. We can talk about +a unit for Wade then. I will call the bank again today to resolve +authorization on the account. Lets keep the office open until noon on +Memorial day. + +Philllip" +"allen-p/_sent_mail/258.","Message-ID: <19715626.1075855690890.JavaMail.evans@thyme> +Date: Wed, 24 May 2000 09:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Did you get set up on the checking account? Try and email me every day with +a note about what happened that day. + Just info about new vacancies or tenants and which apartments you and wade +worked on each day. + +Phillip" +"allen-p/_sent_mail/259.","Message-ID: <10517689.1075855690911.JavaMail.evans@thyme> +Date: Tue, 23 May 2000 07:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +This note is authorization to make the following changes: + +1. Set up a new book for Frank Ermis-NW Basis + +2. Route these products to NW Basis: + NWPL RkyMtn + Malin + PG&E Citygate + +3. Route EPNG Permian to Todd Richardson's book FT-New Texas + + +Call with questions. X37041 + +Thank you, + +Phillip Allen" +"allen-p/_sent_mail/26.","Message-ID: <15164543.1075855378954.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 16:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 01:51 PM --------------------------- + + +Ray Alvarez@ENRON +04/25/2001 11:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: This morning's Commission meeting delayed + +Phil, I suspect that discussions/negotiations are taking place behind closed doors ""in smoke filled rooms"", if not directly between Commissioners then among FERC staffers. Never say never, but I think it is highly unlikely that the final order will contain a fixed price cap. I base this belief in large part on what I heard at a luncheon I attended yesterday afternoon at which the keynote speaker was FERC Chairman Curt Hebert. Although the Chairman began his presentation by expressly stating that he would not comment or answer questions on pending proceedings before the Commission, Hebert had some enlightening comments which relate to price caps: + +Price caps are almost never the right answer +Price Caps will have the effect of prolonging shortages +Competitive choices for consumers is the right answer +Any solution, however short term, that does not increase supply or reduce demand, is not acceptable +Eight out of eleven western Governors oppose price caps, in that they would export California's problems to the West + +This is the latest intelligence I have on the matter, and it's a pretty strong anti- price cap position. Of course, Hebert is just one Commissioner out of 3 currently on the Commission, but he controls the meeting agenda and if the draft order is not to his liking, the item could be bumped off the agenda. Hope this info helps. Ray + + + + +Phillip K Allen@ECT +04/25/2001 02:28 PM +To: Ray Alvarez/NA/Enron@ENRON +cc: + +Subject: Re: This morning's Commission meeting delayed + +Are there behind closed doors discussions being held prior to the meeting? Is there the potential for a surprise announcement of some sort of fixed price gas or power cap once the open meeting finally happens? + + + + + + + +" +"allen-p/_sent_mail/260.","Message-ID: <6057369.1075855690933.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 04:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jane.tholt@enron.com, steven.south@enron.com, + tori.kuykendall@enron.com, frank.ermis@enron.com +Subject: Gas Transportation Market Intelligence +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jane M Tholt, Steven P South, Tori Kuykendall, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/22/2000 +11:43 AM --------------------------- + + +""CapacityCenter.com"" on 05/18/2000 02:55:43 PM +To: Industry_Participant@mailman.enron.com +cc: +Subject: Gas Transportation Market Intelligence + + + + + + [IMAGE] + + + Natural Gas Transporation Contract Information and Pipeline Notices + Delivered to Your Desktop + + http://www.capacitycenter.com + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] Register Now and Sign Up For A Free Trial + Through The End Of May Bid Week + + + Capacity Shopper: Learn about capacity release that is posted to bid. Pick up +some transport at a good price or explore what releases are out there....it +can affect gas prices! + Daily Activity Reports: Check out the deals that were done! What did your +competitors pick up, and how do their deals match up against yours? This +offers you better market intelligence! + System Notices: Have System Notices delivered to your desk. Don't be the last +one to learn about an OFO because you were busy doing something else! + + [IMAGE] + + Capacity Shopper And Daily Activity Reports + Have Improved Formats + + You choose the pipelines you want and we'll keep you posted via email on all +the details! + Check out this example of a Daily Activity Report. + + Coming Soon: + A Statistical Snapshot on Capacity Release + + + Don't miss this member-only opportunity to see a quick snapshot of the +activity on all 48 interstate gas pipelines. + + This message has been sent to a select group of Industry Professionals, if +you do not wish to receive future notices, please Reply to this e-mail with +""Remove"" in the subject line. + Copyright 2000 - CapacityCenter.com, Inc. - ALL RIGHTS RESERVED + +" +"allen-p/_sent_mail/261.","Message-ID: <2059657.1075855690955.JavaMail.evans@thyme> +Date: Fri, 19 May 2000 03:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 91 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I would consider owner financing depending on: + + Established developer/individual/general credit risk + + What are they going to do with the land + + Rate/Term/Downpayment 25% + + Let me know. + +Phillip + " +"allen-p/_sent_mail/262.","Message-ID: <22039237.1075855690977.JavaMail.evans@thyme> +Date: Fri, 19 May 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Large Deal Alert +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/19/2000 +10:46 AM --------------------------- + + + + From: Jeffrey A Shankman 05/18/2000 06:27 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike +Grigsby/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + + +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 05/18/2000 +08:23 PM --------------------------- + + +Bruce Sukaly@ENRON +05/18/2000 08:20 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jeffrey A +Shankman/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + +To make a long story short. + +Williams is long 4000MW of tolling in SP15 (SoCal ) for 20 years (I know I +did the deal) +on Tuesday afternoon, Williams sold 1000 MW to Merrill Lynch for the +remaining life (now 18 years) + +Merrill is short fixed price gas at So Cal border up to 250,000MMBtu a day +and long SP15 power (1000 MW) a day. + +heat rate 10,500 SoCal Border plus $0.50. + +I'm not sure if MRL has just brokered this deal or is warehousing it. + +For what its worth........ + + +" +"allen-p/_sent_mail/263.","Message-ID: <6082108.1075855691000.JavaMail.evans@thyme> +Date: Thu, 11 May 2000 01:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: 5/08/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dawn, + +I received your email with p&l's. Please continue to send them daily. + +Thank you, +Phillip" +"allen-p/_sent_mail/264.","Message-ID: <15201149.1075855691021.JavaMail.evans@thyme> +Date: Mon, 1 May 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +Subject: Re: DSL- Installs +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Circuit Provisioning@ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +No one will be home on 5/11/00 to meet DSL installers. Need to reschedule to +the following week. Also, my PC at home has Windows 95. Is this a problem? + +Call with questions. X37041. + +Thank you, + +Phillip Allen" +"allen-p/_sent_mail/265.","Message-ID: <2266376.1075855691044.JavaMail.evans@thyme> +Date: Fri, 28 Apr 2000 02:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: Re: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/28/2000 +09:02 AM --------------------------- + + +Laird Dyer +04/27/2000 01:17 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Christopher F Calger/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT +Subject: Re: SW Gas + +Mike McDonald and I met with SW Gas this morning. They were polite regarding +asset management and procurement function outsourcing and are willing to +listen to a proposal. However, they are very interested in weather hedges to +protect throughput related earnings. We are pursuing a confidentiality +agreement with them to facilitate the sharing of information that will enable +us to develop proposals. Our pitch was based upon enhancing shareholder +value by outsourcing a non-profit and costly function (procurement) and by +reducing the volatility of their earnings by managing throughput via a +weather product. + +As to your other question. We have yet to identify or pursue other +candidates; however, Mike McDonald and I are developing a coverage strategy +to ensure that we meet with all potential entities and investigate our +opportunities. We met with 8 entities this week (7 Municipals and SWG) as we +implement our strategy in California. + +Are there any entities that you think would be interested in an asset +management deal that we should approach? Otherwise, we intend to +systematically identify and work through all the candidates. + +Laird +" +"allen-p/_sent_mail/266.","Message-ID: <6710846.1075855691065.JavaMail.evans@thyme> +Date: Thu, 27 Apr 2000 06:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: laird.dyer@enron.com +Subject: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Laird Dyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Laird, + + Did you meet with SWG on April 27th. Are there any other asset management +targets in the west? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/27/2000 +01:53 PM --------------------------- + + +Jane M Tholt +04/12/2000 08:45 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: SW Gas + + +---------------------- Forwarded by Jane M Tholt/HOU/ECT on 04/12/2000 10:45 +AM --------------------------- + + +Laird Dyer +04/12/2000 08:17 AM +To: Jane M Tholt/HOU/ECT@ECT +cc: +Subject: SW Gas + +Janie, + +Thanks for the fax on SW Gas. + +We are meeting with Larry Black, Bob Armstrong & Ed Zub on April 27th to +discuss asset management. In preparation for that meeting we would like to +gain an understanding of the nature of our business relationship with SW. +Could you, in general terms, describe our sales activities with SW. What are +typical quantities and term on sales? Are there any services we provide? +How much pipeline capacity do we buy or sell to them? Who are your main +contacts at SW Gas? + +We will propose to provide a full requirements supply to SW involving our +control of their assets. For this to be attractive to SW, we will probably +have to take on their regulatory risk on gas purchase disallowance with the +commissions. This will be difficult as there is no clear mandate from their +commissions as to what an acceptable portfolio (fixed, indexed, collars....) +should look like. Offering them a guaranteed discount to the 1st of month +index may not be attractive unless we accept their regulatory risk. That +risk may not be acceptable to the desk. I will do some investigation of +their PGA's and see if there is an opportunity. + +As to the asset management: do you have any preference on structure? Are +there elements that you would like to see? Any ideas at all would be greatly +appreciated. + +Thanks, + +Laird + + +" +"allen-p/_sent_mail/267.","Message-ID: <12747549.1075855691087.JavaMail.evans@thyme> +Date: Thu, 27 Apr 2000 06:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: #30 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kay & Neal, + +Thanks for remembering my birthday. You beat my parents by one day. + +The family is doing fine. Grace is really smiling. She is a very happy baby +as long as she is being held. + +It sounds like your house is coming along fast. I think my folks are ready +to start building. + +We will probably visit in late June or July. May is busy. We are taking the +kids to Disney for their birthdays. + +Good luck on the house. + +Keith" +"allen-p/_sent_mail/268.","Message-ID: <3015963.1075855691108.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:40 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/_sent_mail/269.","Message-ID: <22108874.1075855691129.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hector.campos@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hector Campos +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:36 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/_sent_mail/27.","Message-ID: <24578248.1075855378975.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 16:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Are there behind closed doors discussions being held prior to the meeting? Is there the potential for a surprise announcement of some sort of fixed price gas or power cap once the open meeting finally happens?" +"allen-p/_sent_mail/270.","Message-ID: <2068674.1075855691152.JavaMail.evans@thyme> +Date: Tue, 25 Apr 2000 05:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: #30 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +2000-1969=31" +"allen-p/_sent_mail/271.","Message-ID: <5818159.1075855691174.JavaMail.evans@thyme> +Date: Mon, 24 Apr 2000 00:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: Foundation leveling on #2 & #3 apts. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +I spoke to Gary about the foundation work on #2 & #3. He agreed that it +would be better to just clean up #3 and do whatever he and Wade can do to +#2. Then they can just focus on #19. I worked on the books this weekend but +I need more time to finish. I will call you in a day or so. + +Phillip" +"allen-p/_sent_mail/272.","Message-ID: <8193489.1075855691195.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.wile@enron.com +Subject: Re: DSL Install +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: David Wile +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is my DSL form. + +" +"allen-p/_sent_mail/273.","Message-ID: <592313.1075855691216.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: suzanne.marshall@enron.com +Subject: Re: Payroll Reclasses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Suzanne Marshall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for your help. My assistant is Ina Rangel." +"allen-p/_sent_mail/274.","Message-ID: <22908480.1075855691237.JavaMail.evans@thyme> +Date: Mon, 10 Apr 2000 07:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com, steven.south@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2000 +02:09 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/_sent_mail/275.","Message-ID: <19273922.1075855691259.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/06/2000 +12:18 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/_sent_mail/276.","Message-ID: <2330656.1075855691280.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 10:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: beth.perlman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Beth Perlman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Beth, + +Here are our addresses for DSL lines: + + +Hunter Shively +10545 Gawain +Houston, TX 77024 +713 461-4130 + +Phillip Allen +8855 Merlin Ct +Houston, TX 77055 +713 463-8626 + +Mike Grigsby +6201 Meadow Lake +Houston, TX 77057 +713 780-1022 + +Thanks + +Phillip" +"allen-p/_sent_mail/277.","Message-ID: <13313266.1075855691301.JavaMail.evans@thyme> +Date: Thu, 30 Mar 2000 01:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: Inspection for Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Are we going to inspect tomorrow?" +"allen-p/_sent_mail/278.","Message-ID: <15113129.1075855691323.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 08:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: your moms birthday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +mac, + +We will be there on the 9th and I will bring the paperwork. + +phillip" +"allen-p/_sent_mail/279.","Message-ID: <32868928.1075855691344.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac05@flash.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mac05@flash.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + +I checked into executing my options with Smith Barney. Bad news. Enron has +an agreement with Paine Webber that is exclusive. Employees don't have the +choice of where to exercise. I still would like to get to the premier +service account, but I will have to transfer the money. + +Hopefully this will reach you. + +Phillip" +"allen-p/_sent_mail/28.","Message-ID: <31563236.1075855378998.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 16:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gary +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Gary, + +Here is a photograph of a similar house. The dimensions would be 56'Wide X 41' Deep for the living area. In addition there will be a 6' deep two story porch across the entire back and 30' across the front. A modification to the front will be the addition of a gable across 25' on the left side. The living area will be brought forward under this gable to be flush with the front porch. + +I don't have my floor plan with me at work today, but will bring in tomorrow and fax you a copy. + +Phillip Allen +713-853-7041 +pallen@enron.com + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 12:51 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/_sent_mail/280.","Message-ID: <21460187.1075855691365.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 06:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Inspection for Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Could we set up an inspection for this Friday at 2:00? + +Listing for Burnet is in the mail + +Phillip" +"allen-p/_sent_mail/281.","Message-ID: <4784801.1075855691386.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 23:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +tara, + +Please grant access to manage financial products to the following: + + Janie Tholt + Frank Ermis + Steve South + Tory Kuykendall + Matt Lenhart + Randy Gay + +We are making markets on one day gas daily swaps. Thank you. + +Phillip Allen" +"allen-p/_sent_mail/282.","Message-ID: <21733998.1075855691407.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 03:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: storm results & refrigerators +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +Go ahead and work with Gary to get a new fridge for #8. + +I am going to try and come down this Saturday. + +Talk to you later. + +Phillip" +"allen-p/_sent_mail/283.","Message-ID: <9766732.1075855691429.JavaMail.evans@thyme> +Date: Fri, 24 Mar 2000 01:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Western Strategy Briefing Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/24/2000 +08:57 AM --------------------------- + + +Tim Heizenrader +03/23/2000 08:09 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Briefing Materials + +Slides from this week's strategy session are attached: +" +"allen-p/_sent_mail/284.","Message-ID: <1197112.1075855691450.JavaMail.evans@thyme> +Date: Thu, 23 Mar 2000 01:32:00 -0800 (PST) +From: phillip.allen@enron.com +To: mark.miles@enron.com +Subject: Re: MS 150 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Miles +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Thank you for the offer, but I am not doing the ride this year. + Good luck. + +Phillip" +"allen-p/_sent_mail/285.","Message-ID: <20758726.1075855691471.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 05:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/22/2000 +01:46 PM --------------------------- + + + + From: Colleen Sullivan 03/22/2000 08:42 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Bhavna Pandya/HOU/ECT@ECT +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM + +Please plan on attending a meeting on Thursday, March 23 at 11:15 am in Room +3127. This meeting will be brief. I would like to take the time to +introduce Bhavna Pandya, and get some input from you on various projects she +will be assisting us with. Thank you. +" +"allen-p/_sent_mail/286.","Message-ID: <26482479.1075855691493.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 01:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephane.brodeur@enron.com +Subject: Re: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephane Brodeur +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Stephane, + + Can you create an e-mail list to distribute your reports everyday to the +west desk? +Or put them on a common drive? We can do the same with our reports. List +should include: + + Phillip Allen + Mike Grigsby + Keith Holst + Frank Ermis + Steve South + Janie Tholt + Tory Kuykendall + Matt Lenhart + Randy Gay + +Thanks. + +Phillip" +"allen-p/_sent_mail/287.","Message-ID: <25048691.1075855691514.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 00:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone/~ctatham/navsetup/index.htm + +id pallen +pw westgasx + +highly sensitive do not distribute" +"allen-p/_sent_mail/288.","Message-ID: <19452788.1075855691536.JavaMail.evans@thyme> +Date: Tue, 21 Mar 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/21/2000 +01:24 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/_sent_mail/289.","Message-ID: <22191798.1075855691557.JavaMail.evans@thyme> +Date: Mon, 20 Mar 2000 00:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary + +I was out of the office on friday. + +I will call you about wade later today + +Philip" +"allen-p/_sent_mail/29.","Message-ID: <21295362.1075855379019.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 17:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: eric.benson@enron.com +Subject: Re: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Eric Benson +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +it works. thank you" +"allen-p/_sent_mail/290.","Message-ID: <20043519.1075855691578.JavaMail.evans@thyme> +Date: Thu, 16 Mar 2000 06:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.south@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/16/2000 +02:07 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/_sent_mail/291.","Message-ID: <18492696.1075855691599.JavaMail.evans@thyme> +Date: Wed, 15 Mar 2000 04:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +socal position + + + + +This is short, but is it good enough? +" +"allen-p/_sent_mail/292.","Message-ID: <25603924.1075855691621.JavaMail.evans@thyme> +Date: Wed, 15 Mar 2000 02:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: dwagman@ftenergy.com +Subject: Re: 220,000 MW of New Capacity Needed by 2012 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dwagman@FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +David, + +I have been receiving your updates. Either I forgot my password or do not +have one. Can you check? + +Phillip Allen +Enron +713-853-7041" +"allen-p/_sent_mail/293.","Message-ID: <23130394.1075855691643.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 04:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2000 +12:17 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/_sent_mail/294.","Message-ID: <24442933.1075855691664.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 03:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: apt. #2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +re: window unit check with gary about what kind he wants to install" +"allen-p/_sent_mail/295.","Message-ID: <5477801.1075855691686.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 09:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com, monique.sanchez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel, Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +05:33 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/_sent_mail/296.","Message-ID: <25611018.1075855691707.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:32:00 -0800 (PST) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +01:30 PM --------------------------- + + + + From: Phillip K Allen 03/13/2000 11:31 AM + + +To: William Kelly/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: Priority List + + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + + + +" +"allen-p/_sent_mail/298.","Message-ID: <11165334.1075855691750.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com, steve.jackson@enron.com, brent.price@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly, Steve Jackson, Brent A Price +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + +" +"allen-p/_sent_mail/299.","Message-ID: <19400637.1075855691771.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 02:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: apt. #2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Go ahead and level the floor in #2. " +"allen-p/_sent_mail/3.","Message-ID: <2594534.1075855378221.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 11:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Let me know when you get the quotes from Pauline. I am expecting to pay something in the $3,000 to $5,000 range. I would like to see the quotes and a description of the work to be done. It is my understanding that some rock will be removed and replaced with siding. If they are getting quotes to put up new rock then we will need to clarify. + +Jacques is ready to drop in a dollar amount on the release. If the negotiations stall, it seems like I need to go ahead and cut off the utilities. Hopefully things will go smoothly. + +Phillip" +"allen-p/_sent_mail/30.","Message-ID: <19583103.1075855379044.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 17:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + monique.sanchez@enron.com, randall.gay@enron.com, + frank.ermis@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, steven.south@enron.com, + jay.reitmeyer@enron.com, susan.scott@enron.com +Subject: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby , Keith Holst , Matthew Lenhart , Monique Sanchez , Randall L Gay , Frank Ermis , Jane M Tholt , Tori Kuykendall , Steven P South , Jay Reitmeyer , Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 02:23 PM --------------------------- + + +Eric Benson@ENRON on 04/24/2001 11:47:40 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Instructions for FERC Meetings + +Mr. Allen - + +Per our phone conversation, please see the instructions below to get access to view FERC meetings. Please advise if there are any problems, questions or concerns. + +Eric Benson +Sr. Specialist +Enron Government Affairs - The Americas +713-853-1711 + +++++++++++++++++++++++++++ + +----- Forwarded by Eric Benson/NA/Enron on 04/24/2001 01:45 PM ----- + + Janet Butler 11/06/2000 04:51 PM To: Eric.Benson@enron.com, Steve.Kean@enron.com, Richard.Shapiro@enron.com cc: Subject: Instructions for FERC Meetings + + +As long as you are configured to receive Real Video, you should be able to access the FERC meeting this Wednesday, November 8. The instructions are below. + + +---------------------- Forwarded by Janet Butler/ET&S/Enron on 11/06/2000 04:49 PM --------------------------- + + +Janet Butler +10/31/2000 04:12 PM +To: Christi.L.Nicolay@enron.com, James D Steffes/NA/Enron@Enron, Rebecca.Cantrell@enron.com +cc: Shelley Corman/ET&S/Enron@Enron + +Subject: Instructions for FERC Meetings + + + + +Here is the URL address for the Capitol Connection. You should be able to simply click on this URL below and it should come up for you. (This is assuming your computer is configured for Real Video/Audio). We will pay for the annual contract and bill your cost centers. + +You are connected for tomorrow as long as you have access to Real Video. + +http://www.capitolconnection.gmu.edu/ + +Instructions: + +Once into the Capitol Connection sight, click on FERC +Click on first line (either ""click here"" or box) +Dialogue box should require: user name: enron-y + password: fercnow + +Real Player will connect you to the meeting + +Expand your screen as you wish for easier viewing + +Adjust your sound as you wish + + + + + +" +"allen-p/_sent_mail/300.","Message-ID: <18106223.1075855691792.JavaMail.evans@thyme> +Date: Thu, 9 Mar 2000 06:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.wolfe@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Wolfe +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Please remove Bob Shiring and Liz Rivera from rc #768. + +Thank you + +Phillip Allen" +"allen-p/_sent_mail/301.","Message-ID: <6152859.1075855691814.JavaMail.evans@thyme> +Date: Thu, 9 Mar 2000 06:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: RE: a/c for #27 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Go ahead and order the ac for #27. +Can you email or fax a summary of all rents collected from August through +December. I need this to finish my tax return. +I have all the expense data but not rent collection. Fax number is +713-646-3239. + +Thank you, + +Phillip" +"allen-p/_sent_mail/302.","Message-ID: <29912025.1075855691835.JavaMail.evans@thyme> +Date: Tue, 7 Mar 2000 09:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Anymore details? Is the offer above or below 675? + +What else do you have in a clean 11cap in a good location with room to expand? +" +"allen-p/_sent_mail/303.","Message-ID: <18916002.1075855691857.JavaMail.evans@thyme> +Date: Mon, 6 Mar 2000 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +$100 for the yard seems like enough for up to 12.5 hours. How long did it +take him? I think $100 should be enough. + +Use Page Setup under the File menu to change from Portrait to Landscape if +you want to change from printing vertically +to printing horizontally. Also try selecting Fit to one page if you want +your print out to be on only one page. Use Print preview +to see what your print out will look like before you print. + +The truck might need new sparkplugs at around 120,000-125,000 miles. A valve +adjustment might do some good. It has idled very high +for the last 25,000 miles, but it has never broken down. + +Glad to hear about the good deposit for this week. Great job on February. + +Phillip" +"allen-p/_sent_mail/304.","Message-ID: <26565660.1075855691878.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim.brysch@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jim Brysch +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +The file is updated and renamed as Gas Basis Mar 00. " +"allen-p/_sent_mail/305.","Message-ID: <13777999.1075855691899.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Summaries +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +12:30 PM --------------------------- + + +Tim Heizenrader +03/03/2000 07:25 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Summaries + +Slides from yesterday's meeting are attached: +" +"allen-p/_sent_mail/306.","Message-ID: <7700634.1075855691920.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 02:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +It is ok to let the deposit rollover on #13 if there is no interruption in +rent." +"allen-p/_sent_mail/307.","Message-ID: <5112524.1075855691942.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 00:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Just Released! Exclusive new animation from Stan Lee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +08:36 AM --------------------------- + + +""the shockwave.com team"" on 03/03/2000 +12:29:38 AM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Just Released! Exclusive new animation from Stan Lee + + + +Dear Phillip, + +7th Portal is a super hero action/adventure, featuring a global band +of teenage game testers who get pulled into a parallel universe +(through the 7th Portal) created through a warp in the Internet. The +fate of the earth and the universe is in their hands as they fight +Mongorr the Merciful -- the evil force in the universe. + +The legendary Stan Lee, creator of Spiderman and the Incredible Hulk, +brings us ""Let the Game Begin,"" episode #1 of 7th Portal -- a new +series exclusively on shockwave.com. + +- the shockwave.com team + +===================== Advertisement ===================== +Don't miss RollingStone.com! Watch Daily Music News. Download MP3s. +Read album reviews. Get the scoop on 1000s of artists, including +exclusive photos, bios, song clips & links. Win great prizes & MORE. +http://ads07.focalink.com/SmartBanner/page?16573.37-%n +===================== Advertisement ===================== + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + + +#17094 + + +" +"allen-p/_sent_mail/308.","Message-ID: <26856805.1075855691963.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 05:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: imelda.frayre@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Imelda Frayre +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Imelda, + +Please switch my sitara access from central to west and email me with my +password. + +thank you, + +Phillip" +"allen-p/_sent_mail/309.","Message-ID: <8109671.1075855691984.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 05:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: Feb. Expense Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Try again. The attachment was not attached." +"allen-p/_sent_mail/31.","Message-ID: <31350833.1075855379066.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 15:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Frank, + +The implied risk created by the san juan and rockies indeces being partially set after today is the same as the risk in a long futures position. Whatever the risk was prior should not matter. Since the rest of the books are very short price this should be a large offset. If the VAR calculation does not match the company's true risk then it needs to be revised or adjusted. + +Phillip" +"allen-p/_sent_mail/310.","Message-ID: <1148543.1075855692007.JavaMail.evans@thyme> +Date: Mon, 28 Feb 2000 03:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: maryrichards7@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + I transferred $10,000 out of the checking account on Monday 2/28/00. I will +call you Monday or Tuesday to see what is new. + +Phillip" +"allen-p/_sent_mail/311.","Message-ID: <9771425.1075855692029.JavaMail.evans@thyme> +Date: Mon, 21 Feb 2000 23:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 91acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + Let's just close on March 1. + +Phillip" +"allen-p/_sent_mail/312.","Message-ID: <12960873.1075855692052.JavaMail.evans@thyme> +Date: Mon, 21 Feb 2000 00:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: PIRA's California/Southwest Gas Pipeline Study +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2000= +=20 +08:06 AM --------------------------- + =20 +=09 +=09 +=09From: Jennifer Fraser 02/19/2000 01:57 PM +=09 + +To: Stephanie Miller/Corp/Enron@ENRON, Julie A Gomez/HOU/ECT@ECT, Phillip K= +=20 +Allen/HOU/ECT@ECT +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + +Did any of you order this +JEn + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 02/19/2000= +=20 +03:56 PM --------------------------- + + +""Jeff Steele"" on 02/14/2000 01:51:00 PM +To: ""PIRA Energy Retainer Client"" +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + + + + + +? + +PIRA focuses on the California/Southwest Region in its study of Natural Ga= +s=20 +Pipeline Infrastructure + +PIRA Energy Group announces the continuation of its new multi-client study= +,=20 +The Price of Reliability: The Value and Strategy of Gas Transportation. + +The Price of Reliability, delivered in 6 parts (with each part representin= +g=20 +a discrete North American region), offers insights into the changes and=20 +developments in the North American natural gas pipeline infrastructure. Th= +e=20 +updated prospectus, which is attached in PDF and Word files, outlines PIRA= +'s=20 +approach and methodology, study deliverables and?release dates. + +This note is to inform you that PIRA has commenced its study of the third= +=20 +region: California & the Southwest. As in all regions, this study begins= +=20 +with a fundamental view of gas flows in the U.S. and Canada. Pipelines in= +=20 +this region (covering CA, NV, AZ, NM) will be discussed in greater detail= +=20 +within the North American context. Then we turn to the value of =20 +transportation at the following three major pricing points with an assessme= +nt=20 +of the primary market (firm), secondary market (basis) and asset market: + +??????1) Southern California border (Topock) +??????2) San Juan Basin +??????3) Permian Basin (Waha)? + +The California/SW region=01,s workshop =01* a key element of the service = +=01* will=20 +take place on March 20, 2000,at 8:30 AM, at the Arizona Biltmore Hotel in = +=20 +Phoenix.?For those of you joining us, a?discounted block of rooms is bei= +ng=20 +held through February 25. + +The attached prospectus explains the various options for subscribing.?Plea= +se=20 +note two key issues in regards to your subscribing options:?One, there is = +a=20 +10% savings for PIRA retainer clients who order before February 25, 2000;= +=20 +and?two, there are discounts for purchasing?more than one region. + +If you have any questions, please do not hesitate to contact me. + +Sincerely, + +Jeff Steele +Manager, Business Development +PIRA Energy Group +(212) 686-6808 +jsteele@pira.com =20 + + - PROSPECTUS.PDF + - PROSPECTUS.doc + + +" +"allen-p/_sent_mail/313.","Message-ID: <31575550.1075855692106.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 05:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: Re: Desk to Desk access Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +tara, + + I received your email about setting up Paul Lucci and Niccole Cortez with +executable id's. The rights you set up are fine. + Thank you for your help. + +Phillip" +"allen-p/_sent_mail/314.","Message-ID: <26941460.1075855692127.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 05:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: February expenses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +mary, + +Are you sure you did the attachment right. There was no file attached to +your message. Please try again. + +Phillip" +"allen-p/_sent_mail/315.","Message-ID: <21623527.1075855692150.JavaMail.evans@thyme> +Date: Tue, 15 Feb 2000 05:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + I got your email. Go ahead and get a carpet shampooer. Make sure it comes +back clean after each use. (Wade and the tenants.) + + As far as W-2. I looked up the rules for withholding and social security. +I will call you later today to discuss. + +Phillip" +"allen-p/_sent_mail/316.","Message-ID: <32123574.1075855692171.JavaMail.evans@thyme> +Date: Tue, 15 Feb 2000 04:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Storage of Cycles at the Body Shop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Should I appeal to Skilling. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/15/2000 +12:52 PM --------------------------- + + +Lee Wright@ENRON +02/15/2000 10:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Amelia Alder/OTS/Enron@ENRON +Subject: Storage of Cycles at the Body Shop + +Phillip - +I applaud you for using your cycle as daily transportation. Saves on gas, +pollution and helps keep you strong and healthy. Enron provides bike racks +in the front of the building for requests such as this. Phillip, I wish we +could accommodate this request; however, The Body Shop does not have the +capacity nor can assume the responsibility for storing cycles on a daily +basis. If you bring a very good lock you should be able to secure the bike +at the designated outside racks. + +Keep Pedalling - Lee +" +"allen-p/_sent_mail/317.","Message-ID: <10110194.1075855692193.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Briefing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +03:38 PM --------------------------- + + +Tim Heizenrader +02/10/2000 12:55 PM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Briefing + +Slides for today's meeting are attached: +" +"allen-p/_sent_mail/318.","Message-ID: <2398018.1075855692214.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 04:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +12:31 PM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/_sent_mail/319.","Message-ID: <4627792.1075855692236.JavaMail.evans@thyme> +Date: Wed, 9 Feb 2000 02:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2000 +10:27 AM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/_sent_mail/32.","Message-ID: <8220274.1075855379087.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 13:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +I just spoke to the insurance company. They are going to cancel and prorate my policy and work with the Kuo's to issue a new policy." +"allen-p/_sent_mail/320.","Message-ID: <140197.1075855692257.JavaMail.evans@thyme> +Date: Wed, 9 Feb 2000 02:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: APEA - $228,204 hit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please get with randy to resolve." +"allen-p/_sent_mail/321.","Message-ID: <7485729.1075855692278.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 08:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: george.rahal@acnpower.com +Subject: Re: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""George Rahal"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Can you please call my credit desk at 713-853-1803. They have not received +any financials for ACN Power. + +Thanks, + +Phillip Allen" +"allen-p/_sent_mail/322.","Message-ID: <17093085.1075855692300.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: kimberly.olinger@enron.com +Subject: Re: January El paso invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kimberly S Olinger +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kim, + + Doublecheck with Julie G. , but I think it ok to pay Jan. demand charges. +" +"allen-p/_sent_mail/323.","Message-ID: <24000507.1075855692322.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: robert.superty@enron.com +Subject: Re: Kim Olinger - Transport Rate Team +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Superty +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Steven Wolf is the person to talk to about moving Kim Olinger to a +different RC code." +"allen-p/_sent_mail/324.","Message-ID: <18698203.1075855692343.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: APEA - $228,204 hit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +is this still an issue?" +"allen-p/_sent_mail/325.","Message-ID: <23458569.1075855692364.JavaMail.evans@thyme> +Date: Fri, 4 Feb 2000 09:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/04/2000 +05:08 PM --------------------------- + + +""mary richards"" on 01/31/2000 02:39:43 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + +I revised the supp-vendor sheet and have transferred the totals to the +summary sheet. Please review and let me know if this is what you had in +mind. Also, are we getting W-2 forms or what on our taxes. +______________________________________________________ +Get Your Private, Free Email at http://www.hotmail.com + + - Jan00Expense.xls +" +"allen-p/_sent_mail/326.","Message-ID: <3595204.1075855692386.JavaMail.evans@thyme> +Date: Fri, 4 Feb 2000 08:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim.brysch@enron.com +Subject: Re: Curve Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jim Brysch +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + + Updated curves will be sent no later than 11 am on Monday 2/7. I want Keith +to be involved in the process. He was out today. + + Sorry for the slow turnaround. + +Phillip" +"allen-p/_sent_mail/327.","Message-ID: <26630499.1075855692407.JavaMail.evans@thyme> +Date: Wed, 2 Feb 2000 05:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: Re: Website Access approval requested +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tara, + + This note is documentation of my approval of granting executing id's to the +west cash traders. + Thank you for your help. + +Phillip" +"allen-p/_sent_mail/328.","Message-ID: <29793652.1075855692428.JavaMail.evans@thyme> +Date: Tue, 1 Feb 2000 08:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +here is the file I showed you. + +" +"allen-p/_sent_mail/329.","Message-ID: <9127226.1075855692449.JavaMail.evans@thyme> +Date: Mon, 31 Jan 2000 06:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: candace.womack@enron.com +Subject: Re: Vishal Apte +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Candace Womack +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +vishal resigned today" +"allen-p/_sent_mail/33.","Message-ID: <14553890.1075855379109.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 12:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 09:26 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 04/24/2001 09:25 AM CDT +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: + +FYI, +? Selling 500/d of SoCal, XH lowers overall desk VAR by $8 million +? Selling 500K KV, lowers overall desk VAR by $4 million + +Frank + +" +"allen-p/_sent_mail/330.","Message-ID: <23985609.1075855692470.JavaMail.evans@thyme> +Date: Mon, 31 Jan 2000 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Julie, + + The numbers for January are below: + + Actual flows X gas daily spreads $ 463,000 + Actual flow X Index spreads $ 543,000 + Jan. value from original bid $1,750,000 + Estimated cost to unwind hedges ($1,000,000) + + Based on these numbers, I suggest we offer to pay at least $500,000 but no +more than $1,500,000. I want your input on + how to negotiate with El Paso. Do we push actual value, seasonal shape, or +unwind costs? + +Phillip + " +"allen-p/_sent_mail/331.","Message-ID: <3189067.1075855692492.JavaMail.evans@thyme> +Date: Thu, 27 Jan 2000 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: dopewars +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/27/2000 +04:44 PM --------------------------- + + +Matthew Lenhart +01/24/2000 06:22 AM +To: Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT +cc: +Subject: dopewars + + +---------------------- Forwarded by Matthew Lenhart/HOU/ECT on 01/24/2000 +08:21 AM --------------------------- + + +""mlenhart"" on 01/23/2000 06:34:13 PM +Please respond to mlenhart@mail.ev1.net +To: Matthew Lenhart/HOU/ECT@ECT, mmitchm@msn.com +cc: + +Subject: dopewars + + + + + + - DOPEWARS.exe + + +" +"allen-p/_sent_mail/332.","Message-ID: <12222503.1075855692514.JavaMail.evans@thyme> +Date: Tue, 18 Jan 2000 10:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: Choosing a style +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2000 +06:03 PM --------------------------- + + +enorman@living.com on 01/18/2000 02:44:50 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: ben@living.com, enorman@living.com, stephanie@living.com +Subject: RE: Choosing a style + + + +Re. Your living.com inquiry + +Thank you for your inquiry. Please create an account, so we can +assist you more effectively in the future. Go to: +http://www.living.com/util/login.jhtml + +I have selected a few pieces that might work for you. To view, simply click +on the following URLs. I hope these are helpful! + +Area Rugs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-ISPE-NJ600%282X3 +%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CCON-300-7039%28 +2X3%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-MERI-LANDNEEDLE% +284X6%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PAND-5921092%289 +.5X13.5%29 + +Sofas: +http://www.living.com/shopping/item/item.jhtml?productId=LC-SFUP-3923A + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-583-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-359-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-JJHY-200-104S + +Chairs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-566INC + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-711RCL + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-686 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SWOO-461-37 + +Occasional Tables: +http://www.living.com/shopping/item/item.jhtml?productId=LC-MAGP-31921 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PULA-623102 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-01CEN906-E + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-02CEN001 + +Dining Set: +http://www.living.com/shopping/item/item.jhtml?productId=LC-VILA-COMP-001 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SITC-FH402C-HHR + +http://www.living.com/shopping/item/item.jhtml?productId=LC-COCH-24-854 + +Best Regards, + +Erika +designadvice@living.com + +P.S. Check out our January Clearance +http://living.com/sales/january_clearance.jhtml +and our Valentine's Day Gifts +http://living.com/shopping/list/list.jhtml?type=2011&sale=valentines +-----Original Message----- +From: pallen@enron.com [mailto:pallen@enron.com] +Sent: Monday, January 17, 2000 5:20 PM +To: designadvice@living.com +Subject: Choosing a style + + +I am planning to build a house in the Texas hillcountry. The exterior will +be a farmhouse style with porches on front and back. I am considering the +following features: stained and scored concrete floors, an open +living/dining/kitchen concept, lots of windows, a home office, 4 bedrooms +all upstairs. I want a very relaxed and comfortable style, but not exactly +country. Can you help? + + +========================================== +Additional user info: +ID = 3052970 +email = pallen@enron.com +FirstName = phillip +LastName = allen +" +"allen-p/_sent_mail/333.","Message-ID: <3375312.1075855692536.JavaMail.evans@thyme> +Date: Tue, 18 Jan 2000 10:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Will, + +I didn't get to review this. I will give you feedback tomorrow morning + +Phillip" +"allen-p/_sent_mail/334.","Message-ID: <21889760.1075855692557.JavaMail.evans@thyme> +Date: Mon, 17 Jan 2000 00:47:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Cc: brenda.flores-cuellar@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: brenda.flores-cuellar@enron.com +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: Brenda Flores-Cuellar +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tara, + +Please make the following changes: + + FT-West -change master user from Phillip Allen to Keith Holst + + IM-West-Change master user from Bob Shiring to Phillip Allen + + Mock both existing profiles. + + +Please make these changes on 1/17/00 at noon. + +Thank you + +Phillip" +"allen-p/_sent_mail/335.","Message-ID: <10404043.1075855692579.JavaMail.evans@thyme> +Date: Thu, 13 Jan 2000 03:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: slewis2@enron.com +Subject: Re: ENROLLMENT CONFIRMATION/Impact/ECT +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Susan Lewis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan, + + I received an enrollment confirmation for a class that I did not sign up +for. Is there some mistake? + +Phillip Allen" +"allen-p/_sent_mail/336.","Message-ID: <8610882.1075855692600.JavaMail.evans@thyme> +Date: Thu, 13 Jan 2000 02:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: eol +Cc: dale.neuner@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dale.neuner@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Dale Neuner +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda: + +Please authorize the following products for approval. customers are +expecting to see them on 1/14. + + PG&E Citygate-Daily Physical, BOM Physical, Monthly Index Physical + Malin-Daily Physical, BOM Physical, Monthly Index Physical + Keystone-Monthly Index Physical + Socal Border-Daily Physical, BOM Physical, Monthly Index Physical + PG&E Topock-Daily Physical, BOM Physical, Monthly Index Physical + + +Please approve and forward to Dale Neuner + +Thank you +Phillip" +"allen-p/_sent_mail/337.","Message-ID: <2838867.1075855692621.JavaMail.evans@thyme> +Date: Wed, 12 Jan 2000 09:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Call me. I can't get out." +"allen-p/_sent_mail/338.","Message-ID: <31992445.1075855692644.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 02:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: tim.belden@enron.com, kevin.mcgowan@enron.com, robert.badeer@enron.com, + jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden, Kevin McGowan, Robert Badeer, Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +forecast for socal demand/rec/storage. Looks like they will need more gas at +ehrenberg.(the swing receipt point) than 98 or 99. +" +"allen-p/_sent_mail/34.","Message-ID: <28983162.1075855379130.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 12:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Griff, + +It is bidweek again. I need to provide view only ID's to the two major publications that post the monthly indeces. Please email an id and password to the following: + +Dexter Steis at Natural Gas Intelligence- dexter@intelligencepress.com + +Liane Kucher at Inside Ferc- lkuch@mh.com + +Bidweek is under way so it is critical that these id's are sent out asap. + +Thanks for your help, + +Phillip Allen" +"allen-p/_sent_mail/340.","Message-ID: <15606148.1075855692687.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 01:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: +Cc: tara.sweitzer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tara.sweitzer@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Tara Sweitzer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda, + +Please authorize and forward to Tara Sweitzer. + +Please set up the following with the ability to setup and manage products in +stack manager: + + Steve South + Tory Kuykendall + Janie Tholt + Frank Ermis + Matt Lenhart + + Note: The type of product these traders will be managing is less than +1 month physical in the west. + + +Also please grant access & passwords to enable the above traders to execute +book to book trades on EOL. If possible restrict their +execution authority to products in the first 3 months. + +Thank you + +Phillip Allen" +"allen-p/_sent_mail/341.","Message-ID: <31089571.1075855692708.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 23:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary + +Received an email from you on 1/7, but there was no message. Please try +again. + +Phillip" +"allen-p/_sent_mail/342.","Message-ID: <12810713.1075855692730.JavaMail.evans@thyme> +Date: Thu, 6 Jan 2000 07:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: receipts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +received the file. It worked. Good job." +"allen-p/_sent_mail/343.","Message-ID: <24429859.1075855692751.JavaMail.evans@thyme> +Date: Wed, 5 Jan 2000 05:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti99@hotmail.com +Subject: Re: Are you trying to be funny? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""patrick smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +What did mary write? Stage misses you? I sent 2 emails. + +Maybe mary is stalking gary " +"allen-p/_sent_mail/344.","Message-ID: <20615179.1075855692774.JavaMail.evans@thyme> +Date: Sat, 11 Dec 1999 06:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Stick it in your Shockmachine! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/11/99 02:39 +PM --------------------------- + + +""the shockwave.com team"" on 11/05/99 +02:49:43 AM +Please respond to shockwave.com@shockwave.m0.net +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Stick it in your Shockmachine! + + + +First one's free. So are the next thousand. + +You know it's true: Video games are addictive. Sure, we could +trap you with a free game of Centipede, then kick up the price +after you're hooked. But that's not how shockwave.com operates. +Shockmachine -- the greatest thing since needle exchange -- is +now free; so are the classic arcade games. Who needs quarters? +Get Arcade Classics from shockwave.com, stick 'em in your +Shockmachine and then play them offline anytime you want. +http://shockwave1.m0.net/m/s.asp?H430297053X351629 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Lick the Frog. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +You're not getting a date this Friday night. But you don't care. +You've got a date with Frogger. This frog won't turn into a handsome +prince(ss), but it's sure to bring back great memories of hopping +through the arcade -- and this time, you can save your quarters for +laundry. Which might increase your potential for a date on Saturday. +http://shockwave1.m0.net/m/s.asp?H430297053X351630 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Business Meeting or Missile Command? You Decide. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Take it offline! No, it's not a horrible meeting with your boss - +it's Missile Command. Shockmachine has a beautiful feature: you can +play without being hooked to the Internet. Grab the game from +shockwave.com, save it to your hard drive, and play offline! The +missiles are falling. Are you ready to save the world? +http://shockwave1.m0.net/m/s.asp?H430297053X351631 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +""I Want to Take You Higher!"" +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Wanna get high? Here's your chance to do it at home - Shockmachine +lets you play your favorite arcade games straight from your computer. +It's a chance to crack your old high score. Get higher on Centipede - +get these bugs off me! +http://shockwave1.m0.net/m/s.asp?H430297053X351632 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Souls for Sale +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +The '80s may not have left many good memories, but at least we still +have our Atari machines. What? You sold yours for a set of golf +clubs? Get your soul back, man! Super Breakout is alive and well and +waiting for you on Shockmachine. Now if you can just find that record +player and a Loverboy album... +http://shockwave1.m0.net/m/s.asp?H430297053X351633 + +Playing Arcade Classics on your Shockmachine -- the easiest way to +remember the days when you didn't have to work. If you haven't +already, get your free machine now. +http://shockwave1.m0.net/m/s.asp?H430297053X351640 + + +the shockwave.com team +http://shockwave1.m0.net/m/s.asp?H430297053X351634 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +REMOVAL FROM MAILING LIST INSTRUCTIONS +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +We changed our unsubscribe instructions to a more reliable method and +apologize if previous unsubscribe attempts did not take effect. While +we do wish to continue telling you about new shockwave.com stuff, if +you do want to unsubscribe, please click on the following link: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + +#9001 + - att1.htm +" +"allen-p/_sent_mail/345.","Message-ID: <29805840.1075855692795.JavaMail.evans@thyme> +Date: Fri, 10 Dec 1999 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: naomi.johnston@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Naomi Johnston +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Naomi, + +The two analysts that I have had contact with are Matt Lenhart and Vishal +Apte. +Matt will be represented by Jeff Shankman. +Vishal joined our group in October. He was in the Power Trading Group for +the first 9 months. +I spoke to Jim Fallon and we agreed that he should be in the excellent +category. I just don't want Vishal +to go unrepresented since he changed groups mid year. + +Call me with questions.(x37041) + +Phillip Allen +West Gas Trading" +"allen-p/_sent_mail/346.","Message-ID: <4070589.1075855723617.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 06:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is our forecast +" +"allen-p/_sent_mail/347.","Message-ID: <30467968.1075855723641.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 01:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: outlook.team@enron.com +Subject: Re: 2- SURVEY/INFORMATION EMAIL 5-14- 01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Outlook Migration Team +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Outlook Migration Team@ENRON +05/11/2001 01:49 PM +To: Cheryl Wilchynski/HR/Corp/Enron@ENRON, Cindy R Ward/NA/Enron@ENRON, Jo +Ann Hill/Corp/Enron@ENRON, Sonja Galloway/Corp/Enron@Enron, Bilal +Bajwa/NA/Enron@Enron, Binh Pham/HOU/ECT@ECT, Bradley Jones/ENRON@enronXgate, +Bruce Mills/Corp/Enron@ENRON, Chance Rabon/ENRON@enronXgate, Chuck +Ames/NA/Enron@Enron, David Baumbach/HOU/ECT@ECT, Jad Doan/ENRON@enronXgate, +O'Neal D Winfree/HOU/ECT@ECT, Phillip M Love/HOU/ECT@ECT, Sladana-Anna +Kulic/ENRON@enronXgate, Victor Guggenheim/HOU/ECT@ECT, Alejandra +Chavez/NA/Enron@ENRON, Anne Bike/Enron@EnronXGate, Carole +Frank/NA/Enron@ENRON, Darron C Giron/HOU/ECT@ECT, Elizabeth L +Hernandez/HOU/ECT@ECT, Elizabeth Shim/Corp/Enron@ENRON, Jeff +Royed/Corp/Enron@ENRON, Kam Keiser/HOU/ECT@ECT, Kimat Singla/HOU/ECT@ECT, +Kristen Clause/ENRON@enronXgate, Kulvinder Fowler/NA/Enron@ENRON, Kyle R +Lilly/HOU/ECT@ECT, Luchas Johnson/NA/Enron@Enron, Maria Garza/HOU/ECT@ECT, +Patrick Ryder/NA/Enron@Enron, Ryan O'Rourke/ENRON@enronXgate, Yuan +Tian/NA/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Jay +Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Matthew Lenhart/HOU/ECT@ECT, +Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, +Ina Norman/HOU/ECT@ECT, Jackie Travis/HOU/ECT@ECT, Michael J +Gasper/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Albert Stromquist/Corp/Enron@ENRON, Rajesh +Chettiar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Derek Anderson/HOU/ECT@ECT, +Brad Horn/HOU/ECT@ECT, Camille Gerard/Corp/Enron@ENRON, Cathy +Lira/NA/Enron@ENRON, Daniel Castagnola/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Eva Tow/Corp/Enron@ENRON, Lam Nguyen/NA/Enron@Enron, Andy +Pace/NA/Enron@Enron, Anna Santucci/NA/Enron@Enron, Claudia +Guerra/NA/Enron@ENRON, Clayton Vernon/Corp/Enron@ENRON, David +Ryan/Corp/Enron@ENRON, Eric Smith/Contractor/Enron Communications@Enron +Communications, Grace Kim/NA/Enron@Enron, Jason Kaniss/ENRON@enronXgate, +Kevin Cline/Corp/Enron@Enron, Rika Imai/NA/Enron@Enron, Todd +DeCook/Corp/Enron@Enron, Beth Jensen/NPNG/Enron@ENRON, Billi +Harrill/NPNG/Enron@ENRON, Martha Sumner-Kenney/NPNG/Enron@ENRON, Phyllis +Miller/NPNG/Enron@ENRON, Sandy Olofson/NPNG/Enron@ENRON, Theresa +Byrne/NPNG/Enron@ENRON, Danny McCarty/ET&S/Enron@Enron, Denis +Tu/FGT/Enron@ENRON, John A Ayres/FGT/Enron@ENRON, John +Millar/FGT/Enron@Enron, Julie Armstrong/Corp/Enron@ENRON, Maggie +Schroeder/FGT/Enron@ENRON, Max Brown/OTS/Enron@ENRON, Randy +Cantrell/GCO/Enron@ENRON, Tracy Scott/Corp/Enron@ENRON, Charles T +Muzzy/HOU/ECT@ECT, Cora Pendergrass/Corp/Enron@ENRON, Darren +Espey/Corp/Enron@ENRON, Jessica White/NA/Enron@Enron, Kevin +Brady/NA/Enron@Enron, Kirk Lenart/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, +Margie Straight/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Souad +Mahmassani/Corp/Enron@ENRON, Tammy Gilmore/NA/Enron@ENRON, Teresa +McOmber/NA/Enron@ENRON, Wes Dempsey/NA/Enron@Enron, Barry +Feldman/NYC/MGUSA@MGUSA, Catherine Huynh/NA/Enron@Enron +cc: +Subject: 2- SURVEY/INFORMATION EMAIL 5-14- 01 + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. Double Click on document to put it in ""Edit"" mode. When you finish, +simply click on the 'Reply With History' button then hit 'Send' Your survey +will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 37041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? Yes, Ina Rangel + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: 7 To: 5 + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + +" +"allen-p/_sent_mail/348.","Message-ID: <959015.1075855723664.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Let me know when you get the quotes from Pauline. I am expecting to pay +something in the $3,000 to $5,000 range. I would like to see the quotes and +a description of the work to be done. It is my understanding that some rock +will be removed and replaced with siding. If they are getting quotes to put +up new rock then we will need to clarify. + +Jacques is ready to drop in a dollar amount on the release. If the +negotiations stall, it seems like I need to go ahead and cut off the +utilities. Hopefully things will go smoothly. + +Phillip" +"allen-p/_sent_mail/349.","Message-ID: <12046418.1075855723685.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 00:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Jacques Craig will draw up a release. What is the status on the quote from +Wade? + +Phillip" +"allen-p/_sent_mail/35.","Message-ID: <10314616.1075855379153.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Ashish Mahajan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Send his resume to Karen Buckley. I believe there will be a full round of interviews for the trading track in May." +"allen-p/_sent_mail/351.","Message-ID: <19163852.1075855723727.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 06:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stanley.horton@enron.com, dmccarty@enron.com +Subject: California Summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stanley.horton@enron.com, dmccarty@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +11:22 AM --------------------------- + + + + From: Jay Reitmeyer 05/03/2001 11:03 AM + + +To: stanley.horton@enron.com, dmccarty@enron.com +cc: +Subject: California Summary + +Attached is the final version of the California Summary report with maps, +graphs, and historical data. + + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +bcc: +Subject: Additional California Load Information + + + +Additional charts attempting to explain increase in demand by hydro, load +growth, and temperature. Many assumptions had to be made. The data is not +as solid as numbers in first set of graphs. + + +" +"allen-p/_sent_mail/352.","Message-ID: <31424216.1075855723750.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 02:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jay.reitmeyer@enron.com, matt.smith@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jay Reitmeyer, Matt Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Can you guys coordinate to make sure someone listens to this conference call +each week. Tara from the fundamental group was recording these calls when +they happened every day. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +07:26 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/_sent_mail/353.","Message-ID: <42817.1075855723774.JavaMail.evans@thyme> +Date: Sun, 6 May 2001 23:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California Update 5/4/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +06:54 AM --------------------------- +From: Kristin Walsh/ENRON@enronXgate on 05/04/2001 04:32 PM CDT +To: John J Lavorato/ENRON@enronXgate, Louise Kitchen/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT, Tim Belden/ENRON@enronXgate, Jeff +Dasovich/NA/Enron@Enron, Chris Gaskill/ENRON@enronXgate, Mike +Grigsby/HOU/ECT@ECT, Tim Heizenrader/ENRON@enronXgate, Vince J +Kaminski/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Rob +Milnthorp/CAL/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Claudio +Ribeiro/ENRON@enronXgate, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Mark Tawney/ENRON@enronXgate, Scott +Tholan/ENRON@enronXgate, Britt Whitman/ENRON@enronXgate, Lloyd +Will/HOU/ECT@ECT +Subject: California Update 5/4/01 + +If you have any questions, please contact Kristin Walsh at (713) 853-9510. + +Bridge Loan Financing Bills May Not Meet Their May 8th Deadline Due to Lack +of Support +Sources report there will not be a vote regarding the authorization for the +bond issuance/bridge loan by the May 8th deadline. Any possibility for a +deal has reportedly fallen apart. According to sources, both the Republicans +and Democratic caucuses are turning against Davis. The Democratic caucus is +reportedly ""unwilling to fight"" for Davis. Many legislative Republicans and +Democrats reportedly do not trust Davis and express concern that, once the +bonds are issued to replenish the General Fund, Davis would ""double dip"" into +the fund. Clearly there is a lack of good faith between the legislature and +the governor. However, it is believed once Davis discloses the details of +the power contracts negotiated, a bond issuance will take place. +Additionally, some generator sources have reported that some of the long-term +power contracts (as opposed to those still in development) require that the +bond issuance happen by July 1, 2001. If not, the state may be in breach of +contract. Sources state that if the legislature does not pass the bridge +loan legislation by May 8th, having a bond issuance by July 1st will be very +difficult. + +The Republicans were planning to offer an alternative plan whereby the state +would ""eat"" the $5 billion cost of power spent to date out of the General +Fund, thereby decreasing the amount of the bond issuance to approximately $8 +billion. However, the reportedly now are not going to offer even this +concession. Sources report that the Republicans intend to hold out for full +disclosure of the governor's plan for handling the crisis, including the +details and terms of all long-term contracts he has negotiated, before they +will support the bond issuance to go forward. + +Currently there are two bills dealing with the bridge loan; AB 8X and AB +31X. AB 8X authorizes the DWR to sell up to $10 billion in bonds. This bill +passed the Senate in March, but has stalled in the Assembly due to a lack of +Republican support. AB 31X deals with energy conservation programs for +community college districts. However, sources report this bill may be +amended to include language relevant to the bond sale by Senator Bowen, +currently in AB 8X. Senator Bowen's language states that the state should +get paid before the utilities from rate payments (which, if passed, would be +likely to cause a SoCal bankruptcy). + +According to sources close to the Republicans in the legislature, +Republicans do not believe there should be a bridge loan due to money +available in the General Fund. For instance, Tony Strickland has stated +that only 1/2 of the bonds (or approximately $5 billion) should be issued. +Other Republicans reportedly do not support issuing any bonds. The +Republicans intend to bring this up in debate on Monday. Additionally, +Lehman Brothers reportedly also feels that a bridge loan is unnecessary and +there are some indications that Lehman may back out of the bridge loan. + +Key Points of the Bridge Financing +Initial Loan Amount: $4.125 B +Lenders: JP Morgan $2.5 B + Lehman Brothers $1.0 B + Bear Stearns $625 M +Tax Exempt Portion: Of the $4.125 B; $1.6 B is expected to be tax-exempt +Projected Interest Rate: Taxable Rate 5.77% + Tax-Exempt Rate 4.77% +Current Projected +Blended IR: 5.38% +Maturity Date: August 29, 2001 +For more details please contact me at (713) 853-9510 + +Bill SB 6X Passed the Senate Yesterday, but Little Can be Done at This Time +The Senate passed SB 6X yesterday, which authorizes $5 billion to create the +California Consumer Power and Conservation Authority. The $5 billion +authorized under SB 6X is not the same as the $5 billion that must be +authorized by the legislature to pay for power already purchased, or the +additional amount of bonds that must be authorized to pay for purchasing +power going forward. Again, the Republicans are not in support of these +authorizations. Without the details of the long-term power contracts the +governor has negotiated, the Republicans do not know what the final bond +amount is that must be issued and that taxpayers will have to pay to +support. No further action can be taken regarding the implementation of SB +6X until it is clarified how and when the state and the utilities get paid +for purchasing power. Also, there is no staff, defined purpose, etc. for +the California Public Power and Conservation Authority. However, this can +be considered a victory for consumer advocates, who began promoting this +idea earlier in the crisis. + +SoCal Edison and Bankruptcy +At this point, two events would be likely to trigger a SoCal bankruptcy. The +first would be a legislative rejection of the MOU between SoCal and the +governor. The specified deadline for legislative approval of the MOU is +August 15th, however, some decision will likely be made earlier. According +to sources, the state has yet to sign the MOU with SoCal, though SoCal has +signed it. The Republicans are against the MOU in its current form and Davis +and the Senate lack the votes needed to pass. If the legislature indicates +that it will not pas the MOU, SoCal would likely file for voluntary +bankruptcy (or its creditor - involuntary) due to the lack operating cash. + +The second likely triggering event, which is linked directly to the bond +issuance, would be an effort by Senator Bowen to amend SB 31X (bridge loan) +stating that the DWR would received 100% of its payments from ratepayers, +then the utilities would receive the residual amount. In other words, the +state will get paid before the utilities. If this language is included and +passed by the legislature, it appears likely that SoCal will likely file for +bankruptcy. SoCal is urging the legislature to pay both the utilities and +the DWR proportionately from rate payments. + +" +"allen-p/_sent_mail/354.","Message-ID: <14983560.1075855723797.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, jay.reitmeyer@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Jay Reitmeyer, Tori Kuykendall, Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/04/2001 +10:15 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/_sent_mail/355.","Message-ID: <2687179.1075855723818.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 01:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Traveling to have a business meeting takes the fun out of the trip. +Especially if you have to prepare a presentation. I would suggest holding +the business plan meetings here then take a trip without any formal business +meetings. I would even try and get some honest opinions on whether a trip is +even desired or necessary. + +As far as the business meetings, I think it would be more productive to try +and stimulate discussions across the different groups about what is working +and what is not. Too often the presenter speaks and the others are quiet +just waiting for their turn. The meetings might be better if held in a +round table discussion format. + +My suggestion for where to go is Austin. Play golf and rent a ski boat and +jet ski's. Flying somewhere takes too much time. +" +"allen-p/_sent_mail/356.","Message-ID: <32721402.1075855723856.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +mike grigsby is having problems with accessing the west power site. Can you +please make sure he has an active password. + +Thank you, + +Phillip" +"allen-p/_sent_mail/357.","Message-ID: <25030227.1075855723877.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 03:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Just wanted to give you an update. I have changed the unit mix to include +some 1 bedrooms and reduced the number of buildings to 12. Kipp Flores is +working on the construction drawings. At the same time I am pursuing FHA +financing. Once the construction drawings are complete I will send them to +you for a revised bid. Your original bid was competitive and I am still +attracted to your firm because of your strong local presence and contacts. + +Phillip" +"allen-p/_sent_mail/358.","Message-ID: <11116915.1075855723898.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 00:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Is there going to be a conference call or some type of weekly meeting about +all the regulatory issues facing California this week? Can you make sure the +gas desk is included. + +Phillip" +"allen-p/_sent_mail/359.","Message-ID: <10924670.1075855723920.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 22:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: Re: 2- SURVEY - PHILLIP ALLEN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/02/2001 +05:26 AM --------------------------- + + +Ina Rangel +05/01/2001 12:24 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: 2- SURVEY - PHILLIP ALLEN + + + + + +- +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 3-7041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? NO + If yes, who? + +Does anyone have permission to access your Email/Calendar? YES + If yes, who? INA RANGEL + +Are you responsible for updating anyone else's address book? + If yes, who? NO + +Is anyone else responsible for updating your address book? + If yes, who? NO + +Do you have access to a shared calendar? + If yes, which shared calendar? YES, West Calendar + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: NO + +Please list all Notes databases applications that you currently use: NONE + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: 7:00 AM To: 5:00 PM + +Will you be out of the office in the near future for vacation, leave, etc? NO + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + + + + + +" +"allen-p/_sent_mail/36.","Message-ID: <15569399.1075855379175.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Have him send his resume to Karen Buckley in HR. There is a new round of trading track interviews in May. +" +"allen-p/_sent_mail/360.","Message-ID: <1090527.1075855723944.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 4-URGENT - OWA Please print this now. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:01 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 4-URGENT - OWA Please print this now. + + +Current Notes User: + +REASONS FOR USING OUTLOOK WEB ACCESS (OWA) + +1. Once your mailbox has been migrated from Notes to Outlook, the Outlook +client will be configured on your computer. +After migration of your mailbox, you will not be able to send or recieve mail +via Notes, and you will not be able to start using Outlook until it is +configured by the Outlook Migration team the morning after your mailbox is +migrated. During this period, you can use Outlook Web Access (OWA) via your +web browser (Internet Explorer 5.0) to read and send mail. + +PLEASE NOTE: Your calendar entries, personal address book, journals, and +To-Do entries imported from Notes will not be available until the Outlook +client is configured on your desktop. + +2. Remote access to your mailbox. +After your Outlook client is configured, you can use Outlook Web Access (OWA) +for remote access to your mailbox. + +PLEASE NOTE: At this time, the OWA client is only accessible while +connecting to the Enron network (LAN). There are future plans to make OWA +available from your home or when traveling abroad. + +HOW TO ACCESS OUTLOOK WEB ACCESS (OWA) + +Launch Internet Explorer 5.0, and in the address window type: +http://nahou-msowa01p/exchange/john.doe + +Substitute ""john.doe"" with your first and last name, then click ENTER. You +will be prompted with a sign in box as shown below. Type in ""corp/your user +id"" for the user name and your NT password to logon to OWA and click OK. You +will now be able to view your mailbox. + + + +PLEASE NOTE: There are some subtle differences in the functionality between +the Outlook and OWA clients. You will not be able to do many of the things +in OWA that you can do in Outlook. Below is a brief list of *some* of the +functions NOT available via OWA: + +Features NOT available using OWA: + +- Tasks +- Journal +- Spell Checker +- Offline Use +- Printing Templates +- Reminders +- Timed Delivery +- Expiration +- Outlook Rules +- Voting, Message Flags and Message Recall +- Sharing Contacts with others +- Task Delegation +- Direct Resource Booking +- Personal Distribution Lists + +QUESTIONS OR CONCERNS? + +If you have questions or concerns using the OWA client, please contact the +Outlook 2000 question and answer Mailbox at: + + Outlook.2000@enron.com + +Otherwise, you may contact the Resolution Center at: + + 713-853-1411 + +Thank you, + +Outlook 2000 Migration Team +" +"allen-p/_sent_mail/361.","Message-ID: <7770576.1075855723967.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:00 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 2- SURVEY/INFORMATION EMAIL + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. When you finish, simply click on the 'Reply' button then hit 'Send' +Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: + +Login ID: + +Extension: + +Office Location: + +What type of computer do you have? (Desktop, Laptop, Both) + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: To: + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + +" +"allen-p/_sent_mail/362.","Message-ID: <6235729.1075855723988.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 09:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: alan.comnes@enron.com +Subject: Re: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Alan Comnes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Alan, + +You should have received updated numbers from Keith Holst. Call me if you +did not receive them. + +Phillip" +"allen-p/_sent_mail/363.","Message-ID: <13418295.1075855724012.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 04:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +11:21 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/_sent_mail/364.","Message-ID: <1960616.1075855724034.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +10:36 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/_sent_mail/366.","Message-ID: <17488378.1075855724077.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 03:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Cc: tim.belden@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.belden@enron.com +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: Tim Belden +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +Can you authorize access to the west power site for Keith Holtz. He is our +Southern California basis trader and is under a two year contract. + +On another note, is it my imagination or did the SARR website lower its +forecast for McNary discharge during May. It seems like the flows have been +lowered into the 130 range and there are fewer days near 170. Also the +second half of April doesn't seem to have panned out as I expected. The +outflows stayed at 100-110 at McNary. Can you email or call with some +additional insight? + +Thank you, + +Phillip" +"allen-p/_sent_mail/368.","Message-ID: <18263042.1075855724120.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 06:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Gary Schmitz"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gary, + +I have also been speaking to Johnnie Brown in San Antonio to be the general +contractor. According to Johnnie, I would not be pay any less buying from +the factory versus purchasing the panels through him since my site is within +his region. Assuming this is true, I will work directly with him. I believe +he has sent you my plans. They were prepared by Kipp Flores architects. + +Can you confirm that the price is the same direct from the factory or from +the distributor? If you have the estimates worked up for Johnnie will you +please email them to me as well? + +Thank you for your time. I am excited about potentially using your product. + +Phillip Allen" +"allen-p/_sent_mail/369.","Message-ID: <24558320.1075855724141.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 01:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: FERC's Prospective Mitigation and Monitoring Plan for CA + Wholesale Electric Markets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ray, + +Is there any detail on the gas cost proxy. Which delivery points from which +publication will be used? Basically, can you help us get any clarification +on the language ""the average daily cost of gas for all delivery points in +California""? + +Phillip" +"allen-p/_sent_mail/37.","Message-ID: <17428641.1075855379196.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Bryan Hull +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Andrea, + +After reviewing Bryan Hull's resume, I think he would be best suited for the trading track program. Please forward his resume to Karen Buckley. + +Phillip" +"allen-p/_sent_mail/370.","Message-ID: <32183437.1075855724164.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 08:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ned.higgins@enron.com +Subject: Re: Unocal WAHA Storage +Cc: mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mike.grigsby@enron.com +X-From: Phillip K Allen +X-To: Ned Higgins +X-cc: Mike Grigsby +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ned, + +Regarding the Waha storage, the west desk does not have a strong need for +this storage but we are always willing to show a bid based on the current +summer/winter spreads and cycling value. The following assumptions were made +to establish our bid: 5% daily injection capacity, 10% daily withdrawal +capacity, 1% fuel (injection only), 0.01/MMBtu variable injection and +withdrawal fees. Also an undiscounted June 01 to January 02 spread of $0.60 +existed at the time of this bid. + +Bid for a 1 year storage contract beginning June 01 based on above +assumptions: $0.05/ MMBtu/Month ($0.60/Year). Demand charges only. + +I am not sure if this is exactly what you need or not. Please call or email +with comments. + +Phillip Allen + +" +"allen-p/_sent_mail/371.","Message-ID: <9589423.1075855724187.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +01:51 PM --------------------------- + + +Ray Alvarez@ENRON +04/25/2001 11:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: This morning's Commission meeting delayed + +Phil, I suspect that discussions/negotiations are taking place behind closed +doors ""in smoke filled rooms"", if not directly between Commissioners then +among FERC staffers. Never say never, but I think it is highly unlikely that +the final order will contain a fixed price cap. I base this belief in large +part on what I heard at a luncheon I attended yesterday afternoon at which +the keynote speaker was FERC Chairman Curt Hebert. Although the Chairman +began his presentation by expressly stating that he would not comment or +answer questions on pending proceedings before the Commission, Hebert had +some enlightening comments which relate to price caps: + +Price caps are almost never the right answer +Price Caps will have the effect of prolonging shortages +Competitive choices for consumers is the right answer +Any solution, however short term, that does not increase supply or reduce +demand, is not acceptable +Eight out of eleven western Governors oppose price caps, in that they would +export California's problems to the West + +This is the latest intelligence I have on the matter, and it's a pretty +strong anti- price cap position. Of course, Hebert is just one Commissioner +out of 3 currently on the Commission, but he controls the meeting agenda and +if the draft order is not to his liking, the item could be bumped off the +agenda. Hope this info helps. Ray + + + + +Phillip K Allen@ECT +04/25/2001 02:28 PM +To: Ray Alvarez/NA/Enron@ENRON +cc: + +Subject: Re: This morning's Commission meeting delayed + +Are there behind closed doors discussions being held prior to the meeting? +Is there the potential for a surprise announcement of some sort of fixed +price gas or power cap once the open meeting finally happens? + + + +" +"allen-p/_sent_mail/372.","Message-ID: <7511296.1075855724208.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Are there behind closed doors discussions being held prior to the meeting? +Is there the potential for a surprise announcement of some sort of fixed +price gas or power cap once the open meeting finally happens?" +"allen-p/_sent_mail/373.","Message-ID: <10588988.1075855724229.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gary@creativepanel.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gary, + +Here is a photograph of a similar house. The dimensions would be 56'Wide X +41' Deep for the living area. In addition there will be a 6' deep two story +porch across the entire back and 30' across the front. A modification to the +front will be the addition of a gable across 25' on the left side. The +living area will be brought forward under this gable to be flush with the +front porch. + +I don't have my floor plan with me at work today, but will bring in tomorrow +and fax you a copy. + +Phillip Allen +713-853-7041 +pallen@enron.com + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +12:51 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/_sent_mail/375.","Message-ID: <15309963.1075855724278.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + monique.sanchez@enron.com, randall.gay@enron.com, + frank.ermis@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, steven.south@enron.com, + jay.reitmeyer@enron.com, susan.scott@enron.com +Subject: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Monique Sanchez, Randall L Gay, Frank Ermis, Jane M Tholt, Tori Kuykendall, Steven P South, Jay Reitmeyer, Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +02:23 PM --------------------------- + + +Eric Benson@ENRON on 04/24/2001 11:47:40 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Instructions for FERC Meetings + +Mr. Allen - + +Per our phone conversation, please see the instructions below to get access +to view FERC meetings. Please advise if there are any problems, questions or +concerns. + +Eric Benson +Sr. Specialist +Enron Government Affairs - The Americas +713-853-1711 + +++++++++++++++++++++++++++ + +----- Forwarded by Eric Benson/NA/Enron on 04/24/2001 01:45 PM ----- + + Janet Butler + 11/06/2000 04:51 PM + + To: Eric.Benson@enron.com, Steve.Kean@enron.com, Richard.Shapiro@enron.com + cc: + Subject: Instructions for FERC Meetings + +As long as you are configured to receive Real Video, you should be able to +access the FERC meeting this Wednesday, November 8. The instructions are +below. + + +---------------------- Forwarded by Janet Butler/ET&S/Enron on 11/06/2000 +04:49 PM --------------------------- + + +Janet Butler +10/31/2000 04:12 PM +To: Christi.L.Nicolay@enron.com, James D Steffes/NA/Enron@Enron, +Rebecca.Cantrell@enron.com +cc: Shelley Corman/ET&S/Enron@Enron + +Subject: Instructions for FERC Meetings + + + + +Here is the URL address for the Capitol Connection. You should be able to +simply click on this URL below and it should come up for you. (This is +assuming your computer is configured for Real Video/Audio). We will pay for +the annual contract and bill your cost centers. + +You are connected for tomorrow as long as you have access to Real Video. + +http://www.capitolconnection.gmu.edu/ + +Instructions: + +Once into the Capitol Connection sight, click on FERC +Click on first line (either ""click here"" or box) +Dialogue box should require: user name: enron-y + password: fercnow + +Real Player will connect you to the meeting + +Expand your screen as you wish for easier viewing + +Adjust your sound as you wish + + + + + +" +"allen-p/_sent_mail/376.","Message-ID: <19179178.1075855724299.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 05:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Frank, + +The implied risk created by the san juan and rockies indeces being partially +set after today is the same as the risk in a long futures position. Whatever +the risk was prior should not matter. Since the rest of the books are very +short price this should be a large offset. If the VAR calculation does not +match the company's true risk then it needs to be revised or adjusted. + +Phillip" +"allen-p/_sent_mail/377.","Message-ID: <20583871.1075855724320.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 03:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I just spoke to the insurance company. They are going to cancel and prorate +my policy and work with the Kuo's to issue a new policy." +"allen-p/_sent_mail/378.","Message-ID: <6942157.1075855724342.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +09:26 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 04/24/2001 09:25 AM CDT +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: + +FYI, +o Selling 500/d of SoCal, XH lowers overall desk VAR by $8 million +o Selling 500K KV, lowers overall desk VAR by $4 million + +Frank + +" +"allen-p/_sent_mail/379.","Message-ID: <8077153.1075855724363.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +It is bidweek again. I need to provide view only ID's to the two major +publications that post the monthly indeces. Please email an id and password +to the following: + +Dexter Steis at Natural Gas Intelligence- dexter@intelligencepress.com + +Liane Kucher at Inside Ferc- lkuch@mh.com + +Bidweek is under way so it is critical that these id's are sent out asap. + +Thanks for your help, + +Phillip Allen" +"allen-p/_sent_mail/38.","Message-ID: <26540111.1075855379218.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: FW: Trading Track Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +I think Chad deserves an interview." +"allen-p/_sent_mail/380.","Message-ID: <25044649.1075855724384.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Ashish Mahajan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send his resume to Karen Buckley. I believe there will be a full round of +interviews for the trading track in May." +"allen-p/_sent_mail/381.","Message-ID: <18621193.1075855724406.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Have him send his resume to Karen Buckley in HR. There is a new round of +trading track interviews in May. +" +"allen-p/_sent_mail/382.","Message-ID: <4213874.1075855724427.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Bryan Hull +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrea, + +After reviewing Bryan Hull's resume, I think he would be best suited for the +trading track program. Please forward his resume to Karen Buckley. + +Phillip" +"allen-p/_sent_mail/384.","Message-ID: <26828278.1075855724470.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 02:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: johnniebrown@juno.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: johnniebrown@juno.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Johnnie, + +Thank you for meeting with me on Friday. I left feeling very optimistic +about the panel system. I would like to find a way to incorporate the panels +into the home design I showed you. In order to make it feasible within my +budget I am sure it will take several iterations. The prospect of purchasing +the panels and having your framers install them may have to be considered. +However, my first choice would be for you to be the general contractor. + +I realize you receive a number of calls just seeking information about this +product with very little probability of a sale. I just want to assure you +that I am going to build this house in the fall and I would seriously +consider using the panel system if it truly was only a slight increase in +cost over stick built. + +Please email your cost estimates when complete. + +Thank you, + +Phillip Allen" +"allen-p/_sent_mail/386.","Message-ID: <3401311.1075855724513.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you please forward the presentation to Mog. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +02:50 PM --------------------------- +From: Karen Buckley/ENRON@enronXgate on 04/18/2001 10:56 AM CDT +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: RE: Presentation to Trading Track A&A + +Hi Philip + +If you do have slides preapred,, can you have your assistant e:mail a copy to +Mog Heu, who will conference in from New York. + +Thanks, karen + + -----Original Message----- +From: Allen, Phillip +Sent: Wednesday, April 18, 2001 10:30 AM +To: Buckley, Karen +Subject: Re: Presentation to Trading Track A&A + +The topic will the the western natural gas market. I may have overhead +slides. I will bring handouts. +" +"allen-p/_sent_mail/387.","Message-ID: <22637883.1075855724534.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 07:21:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Chad, + +Call Ted Bland about the trading track program. All the desks are trying to +use this program to train analysts to be traders. Your experience should +help you in the process and make the risk rotation unnecessary. Unless you +are dying to do another rotation is risk. + +Phillip " +"allen-p/_sent_mail/388.","Message-ID: <1199774.1075855724555.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 03:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: FW: 2nd lien info. and private lien info - The Stage Coach + Apartments, Phillip Allen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +How am I to send them the money for the silent second? Regular mail, +overnight, wire transfer? I don't see how their bank will make the funds +available by Friday unless I wire the money. If that is what I need to do +please send wiring instructions." +"allen-p/_sent_mail/389.","Message-ID: <31951356.1075855724577.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +The topic will the the western natural gas market. I may have overhead +slides. I will bring handouts." +"allen-p/_sent_mail/39.","Message-ID: <20582259.1075855379239.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 12:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: johnniebrown@juno.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: johnniebrown +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Johnnie, + +Thank you for meeting with me on Friday. I left feeling very optimistic about the panel system. I would like to find a way to incorporate the panels into the home design I showed you. In order to make it feasible within my budget I am sure it will take several iterations. The prospect of purchasing the panels and having your framers install them may have to be considered. However, my first choice would be for you to be the general contractor. + +I realize you receive a number of calls just seeking information about this product with very little probability of a sale. I just want to assure you that I am going to build this house in the fall and I would seriously consider using the panel system if it truly was only a slight increase in cost over stick built. + +Please email your cost estimates when complete. + +Thank you, + +Phillip Allen" +"allen-p/_sent_mail/391.","Message-ID: <12072189.1075855724619.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 01:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com, frank.ermis@enron.com, mike.grigsby@enron.com +Subject: approved trader list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Frank Ermis, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +08:10 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: approved trader list + +Enron Wholesale Services (EES Gas Desk) + +Approved Trader List: + + + +Name Title Region Basis Only + +Black, Don Vice President Any Desk + +Hewitt, Jess Director All Desks +Vanderhorst, Barry Director East, West +Shireman, Kris Director West +Des Champs, Joe Director Central +Reynolds, Roger Director West + +Migliano, Andy Manager Central +Wiltfong, Jim Manager All Desks + +Barker, Jim Sr, Specialist East +Fleming, Matt Sr. Specialist East - basis only +Tate, Paul Sr. Specialist East - basis only +Driscoll, Marde Sr. Specialist East - basis only +Arnold, Laura Sr. Specialist Central - basis only +Blaine, Jay Sr. Specialist East - basis only +Guerra, Jesus Sr. Specialist Central - basis only +Bangle, Christina Sr. Specialist East - basis only +Smith, Rhonda Sr. Specialist East - basis only +Boettcher, Amanda Sr. Specialist Central - basis only +Pendegraft, Sherry Sr. Specialist East - basis only +Ruby Robinson Specialist West - basis only +Diza, Alain Specialist East - basis only + +Monday, April 16, 2001 +Jess P. Hewitt +Revised +Approved Trader List.doc +" +"allen-p/_sent_mail/392.","Message-ID: <27189735.1075855724641.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 03:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: insurance - the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +The insurance company is: + +Central Insurance Agency, Inc +6000 N., Lamar +P.O. Box 15427 +Austin, TX 78761-5427 + +Policy #CBI420478 + +Contact: Jeanette Peterson + +(512)451-6551 + +The actual policy is signed by Vista Insurance Partners. + +Please try and schedule the appraiser for sometime after 1 p.m. so my Dad can +walk him around. + +I will be out of town on Tuesday. What else do we need to get done before +closing? + +Phillip" +"allen-p/_sent_mail/393.","Message-ID: <67737.1075855724664.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 05:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will email you with the insurance info tomorrow. " +"allen-p/_sent_mail/394.","Message-ID: <31170007.1075855724685.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/12/2001 +10:33 AM --------------------------- + + + + From: Phillip K Allen 04/12/2001 08:09 AM + + +To: Jeff Richter/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Tim +Heizenrader/PDX/ECT@ECT +cc: +Subject: + + + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip + + +" +"allen-p/_sent_mail/395.","Message-ID: <22530477.1075855724707.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com, tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden, Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip +" +"allen-p/_sent_mail/396.","Message-ID: <7973287.1075855724728.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 02:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will try and get my dad to take the appraiser into a couple of units. Let +me know the day and time. + +Phillip" +"allen-p/_sent_mail/397.","Message-ID: <24196624.1075855724749.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 07:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +It sounds like Claudia and Jacques are almost finished with the documents. +There is one item of which I was unsure. Was an environmental +report prepared before the original purchase? If yes, shouldn't it be listed +as an asset of the partnership and your costs be recovered? + +Phillip" +"allen-p/_sent_mail/398.","Message-ID: <26500187.1075855724770.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The spreadsheet looks fine to me. + +Phillip" +"allen-p/_sent_mail/399.","Message-ID: <20677684.1075855724792.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 04:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: nicholasnelson@centurytel.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: nicholasnelson@centurytel.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bruce, + +Thank you for your bid. I have decided on a floor plan. I am going to have +an architect in Austin draw the plans and help me work up a detailed +specification list. I will send you that detailed plan and spec list when +complete for a final bid. Probably in early to mid June. + +Phillip" +"allen-p/_sent_mail/4.","Message-ID: <19129466.1075855378242.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 12:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jeff, + +Jacques Craig will draw up a release. What is the status on the quote from Wade? + +Phillip" +"allen-p/_sent_mail/40.","Message-ID: <13390049.1075855379261.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 13:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: julie.pechersky@enron.com +Subject: Re: Do you still access data from Inteligence Press online?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie Pechersky +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +I still use this service" +"allen-p/_sent_mail/400.","Message-ID: <6595793.1075855724814.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 10:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CAISO demand reduction +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2001 +05:50 PM --------------------------- + + Enron North America Corp. + + From: Stephen Swain 04/10/2001 11:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Heizenrader/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Michael M Driscoll/PDX/ECT@ECT, Chris +Mallory/PDX/ECT@ECT, Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Bill Williams +III/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT +Subject: CAISO demand reduction + +Phillip et al., + +I have been digging into the answer to your question re: demand reduction in +the West. Your intuition as to reductions seen so far (e.g., March 2001 vs. +March 2000) was absolutely correct. At this point, it appears that demand +over the last 12 months in the CAISO control area, after adjusting for +temperature and time of use factors, has fallen by about 6%. This translates +into a reduction of about 1,500-1,600 MWa for last month (March 2001) as +compared with the previous year. + +Looking forward into the summer, I believe that we will see further voluntary +reductions (as opposed to ""forced"" reductions via rolling blackouts). Other +forecasters (e.g., PIRA) are estimating that another 1,200-1,300 MWa (making +total year-on-year reduction = 2,700-2,800) will come off starting in June. +This scenario is not difficult to imagine, as it would require only a couple +more percentage points reduction in overall peak demand. Given that the 6% +decrease we have seen so far has come without any real price signals to the +retail market, and that rates are now scheduled to increase, I think that it +is possible we could see peak demand fall by as much as 10% relative to last +year. This would mean peak demand reductions of approx 3,300-3,500 MWa in +Jun-Aug. In addition, a number of efforts aimed specifically at conservation +are being promoted by the State, which can only increase the likelihood of +meeting, and perhaps exceeding, the 3,500 MWa figure. Finally, the general +economic slowdown in Calif could also further depress demand, or at least +make the 3,500 MWa number that much more attainable. + +Note that all the numbers I am reporting here are for the CAISO control area +only, which represents about 89% of total Calif load, or 36-37% of WSCC +(U.S.) summer load. I think it is reasonable to assume that the non-ISO +portion of Calif (i.e., LADWP and IID) will see similar reductions in +demand. As for the rest of the WSCC, that is a much more difficult call. As +you are aware, the Pacific NW has already seen about 2,000 MWa of aluminum +smelter load come off since Dec, and this load is expected to stay off at +least through Sep, and possibly for the next couple of years (if BPA gets its +wish). This figure represents approx 4% of the non-Calif WSCC. Several +mining operations in the SW and Rockies have recently announced that they are +sharply curtailing production. I have not yet been able to pin down exactly +how many MW this translates to, but I will continue to research the issue. +Other large industrials may follow suit, and the ripple effects from Calif's +economic slowdown could be a factor throughout the West. While the rest of +the WSCC may not see the 10%+ reductions that I am expecting in Calif, I +think we could easily expect an additional 2-3% (on top of the 4% already +realized), or approx 1,000-1,500 MWa, of further demand reduction in the +non-Calif WSCC for this summer. This would bring the total reduction for the +WSCC, including the 2,000 MWa aluminum load we have already seen, to around +6,500-7,000 MWa when compared with last summer. + +I am continuing to research and monitor the situation, and will provide you +with updates as new or better information becomes available. Meantime, I +hope this helps. Please feel free to call (503-464-8671) if you have any +questions or need any further information. +" +"allen-p/_sent_mail/401.","Message-ID: <25215661.1075855724837.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 07:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll from last friday. + +The closing was to be this Thursday but it has been delayed until Friday +April 20th. If you can stay on until April 20th that would be helpful. If +you have made other commitments I understand. + +Gary is planning to put an A/C in #35. + +You can give out my work numer (713) 853-7041 + +Phillip " +"allen-p/_sent_mail/402.","Message-ID: <7145554.1075855724858.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 03:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jhershey@sempratrading.com +Subject: Re: FW: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jed Hershey @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for your help." +"allen-p/_sent_mail/403.","Message-ID: <4027399.1075855724879.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 09:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jhershey@sempratrading.com +Subject: Re: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jed Hershey @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jed, + +Thanks for the response. + +Phillip Allen" +"allen-p/_sent_mail/404.","Message-ID: <9205680.1075855724901.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 09:49:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark.taylor@enron.com +Subject: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Taylor +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/09/2001 +04:48 PM --------------------------- + + +Jed Hershey on 04/09/2001 02:29:39 PM +To: ""'pallen@enron.com'"" +cc: +Subject: SanJuan/SoCal spread prices + + +The following are the prices you requested. Unfortunately we are unwilling +to transact at these levels due to the current market volatility, but you +can consider these accurate market prices: + +May01-Oct01 Socal/Juan offer: 8.70 usd/mmbtu + +Apr02-Oct02 Socal/Juan offer: 3.53 usd/mmbtu + +Our present value mark to market calculations for these trades are as +follows: + +May01-Oct01 30,000/day @ 0.5975 = $44,165,200 + +Apr02-Oct02 @ 0.60 = $5,920,980 +Apr02-Oct02 @ 0.745 = $5,637,469 +Apr02-Oct02 @ 0.55 = $3,006,092 + +If you have any other questions call: (203) 355-5059 + +Jed Hershey + + +**************************************************************************** +This e-mail contains privileged attorney-client communications and/or +confidential information, and is only for the use by the intended recipient. +Receipt by an unintended recipient does not constitute a waiver of any +applicable privilege. + +Reading, disclosure, discussion, dissemination, distribution or copying of +this information by anyone other than the intended recipient or his or her +employees or agents is strictly prohibited. If you have received this +communication in error, please immediately notify us and delete the original +material from your computer. + +Sempra Energy Trading Corp. (SET) is not the same company as SDG&E or +SoCalGas, the utilities owned by SET's parent company. SET is not regulated +by the California Public Utilities Commission and you do not have to buy +SET's products and services to continue to receive quality regulated service +from the utilities. +**************************************************************************** +" +"allen-p/_sent_mail/405.","Message-ID: <386546.1075855724922.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 07:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I sent you an email last week stating that I would be in San Marcos on +Friday, April 13th. However, my closing has been postponed. As I mentioned +I am going to have Cary Kipp draw the plans for the residence and I will get +back in touch with you once he is finished. + +Regarding the multifamily project, I am going to work with a project manager +from San Antonio. For my first development project, I feel more comfortable +with their experience obtaining FHA financing. We are working with Kipp +Flores to finalize the floor plans and begin construction drawings. Your bid +for the construction is competive with other construction estimates. I am +still attracted to your firm as the possible builder due to your strong local +relationships. I will get back in touch with you once we have made the final +determination on unit mix and site plan. + +Phillip Allen" +"allen-p/_sent_mail/406.","Message-ID: <20675875.1075855724944.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 02:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The amounts needed to fill in the blanks on Exhibit ""B"" are as follows: + +Kipp Flores-Total Contract was $23,600 but $2,375 was paid and only $21,225 +is outstanding. + +Kohutek- $2,150 + +Cuatro- $37,800 + + +George & Larry paid $3,500 for the appraisal and I agreed to reimburse this +amount. + +The total cash that Keith and I will pay the Sellers is $5,875 ($3,500 +appraisal and $2,375 engineering). I couldn't find any reference to this +cash consideration to be paid by the buyers. + +Let me know if I need to do anything else before you can forward this to the +sellers to be executed. + +Phillip + + +" +"allen-p/_sent_mail/407.","Message-ID: <9735333.1075855724965.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 02:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Regarding the employment agreement, Mike declined without a counter. Keith +said he would sign for $75K cash/$250 equity. I still believe Frank should +receive the same signing incentives as Keith. + +Phillip" +"allen-p/_sent_mail/408.","Message-ID: <10332688.1075855724986.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 07:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: Re: Answers to List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Reagan Lehmann"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the response. I think you are right that engaging an architect is +the next logical step. I had already contacted Cary Kipp and sent him the +floor plan. +He got back to me yesterday with his first draft. He took my plan and +improved it. I am going to officially engage Cary to draw the plans. While +he works on those I wanted to try and work out a detailed specification +list. Also, I would like to visit a couple of homes that you have built and +speak to 1 or 2 satisfied home owners. I will be in San Marcos on Friday +April 13th. Are there any homes near completion that I could walk through +that day? Also can you provide some references? + +Once I have the plans and specs, I will send them to you so you can adjust +your bid. + +Phillip" +"allen-p/_sent_mail/409.","Message-ID: <17305636.1075855725010.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 00:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: EES Gas Desk Happy Hour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Do you have a distribution list to send this to all the traders. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/04/2001 +07:11 AM --------------------------- +To: Fred Lagrasta/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, James W Lewis/HOU/EES@EES +cc: +Subject: EES Gas Desk Happy Hour + +Fred/Phillip/Scott: We are having a happy hour at Sambuca this Thursday, +please be our guests and invite anyone on your desks that would be interested +in meeting some of the new gas desk team. + +http://www.americangreetings.com/pickup.pd?i=172082367&m=1891 + + +Thank you, + +Jess +" +"allen-p/_sent_mail/41.","Message-ID: <30542109.1075855379282.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 17:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Ina, + +Can you please forward the presentation to Mog. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 02:50 PM --------------------------- +From: Karen Buckley/ENRON@enronXgate on 04/18/2001 10:56 AM CDT +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: RE: Presentation to Trading Track A&A + +Hi Philip + +If you do have slides preapred,, can you have your assistant e:mail a copy to Mog Heu, who will conference in from New York. + +Thanks, karen + + -----Original Message----- +From: Allen, Phillip +Sent: Wednesday, April 18, 2001 10:30 AM +To: Buckley, Karen +Subject: Re: Presentation to Trading Track A&A + +The topic will the the western natural gas market. I may have overhead slides. I will bring handouts. +" +"allen-p/_sent_mail/410.","Message-ID: <6007811.1075855725032.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The assets and liabilities that we are willing to assume are listed below: + +Assets: + +Land +Preliminary Architecture Design-Kipp Flores Architects +Preliminary Engineering-Cuatro Consultants, Ltd. +Soils Study-Kohutek Engineering & Testing, Inc. +Appraisal-Atrium Real Estate Services + + +Liabilities: + +Note to Phillip Allen +Outstanding Invoices to Kipp Flores, Cuatro, and Kohutek + + +Additional Consideration or Concessions + +Forgive interest due +Reimburse $3,500 for appraisal and $2,375 for partial payment to engineer + +Let me know if you need more detail. + +Phillip" +"allen-p/_sent_mail/411.","Message-ID: <8000989.1075855725054.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: sara.solorio@enron.com +Subject: Re: Location +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Sara Solorio +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +My location is eb3210C" +"allen-p/_sent_mail/412.","Message-ID: <20014474.1075855725110.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Enron Center Garage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/02/2001 +02:49 PM --------------------------- + + +Parking & Transportation@ENRON +03/28/2001 02:07 PM +Sent by: DeShonda Hamilton@ENRON +To: Brad Alford/NA/Enron@Enron, Megan Angelos/Enron@EnronXGate, Suzanne +Adams/HOU/ECT@ECT, John Allario/Enron@EnronXGate, Phillip K +Allen/HOU/ECT@ECT, Irma Alvarez/Enron@EnronXGate, Airam Arteaga/HOU/ECT@ECT, +Berney C Aucoin/HOU/ECT@ECT, Peggy Banczak/HOU/ECT@ECT, Robin +Barbe/HOU/ECT@ECT, Edward D Baughman/Enron@EnronXGate, Pam +Becton/Enron@EnronXGate, Corry Bentley/HOU/ECT@ECT, Patricia +Bloom/Enron@EnronXGate, Sandra F Brawner/HOU/ECT@ECT, Jerry +Britain/Enron@EnronXGate, Lisa Bills/Enron@EnronXGate, Michelle +Blaine/ENRON@enronXgate, Eric Boyt/Corp/Enron@Enron, Cheryl +Arguijo/Enron@EnronXGate, Jeff Ader/HOU/EES@EES, Mark Bernstein/HOU/EES@EES, +Kimberly Brown/HOU/ECT@ECT, Gary Bryan/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Bob Carter/HOU/ECT@ECT, Carol Carter/Enron@EnronXGate, +Carmen Chavira/Enron@EnronXGate, Christopher K Clark/Enron@EnronXGate, Morris +Richard Clark/Enron@EnronXGate, Terri Clynes/HOU/ECT@ECT, Karla +Compean/Enron@EnronXGate, Ruth Concannon/HOU/ECT@ECT, Patrick +Conner/HOU/ECT@ECT, Sheri L Cromwell/Enron@EnronXGate, Edith +Cross/HOU/ECT@ECT, Martin Cuilla/HOU/ECT@ECT, Mike Curry/Enron@EnronXGate, +Michael Danielson/SF/ECT@ECT, Peter del Vecchio/HOU/ECT@ECT, Barbara G +Dillard/Corp/Enron@Enron@ECT, Rufino Doroteo/Enron@EnronXGate, Christine +Drummond/HOU/ECT@ECT, Tom Dutta/HOU/ECT@ECT, Laynie East/Enron@EnronXGate, +John Enerson/HOU/ECT@ECT, David Fairley/Enron@EnronXGate, Nony +Flores/HOU/ECT@ECT, Craig A Fox/Enron@EnronXGate, Julie S +Gartner/Enron@EnronXGate, Maria Garza/HOU/ECT@ECT, Chris Germany/HOU/ECT@ECT, +Monica Butler/Enron@EnronXGate, Chris Clark/NA/Enron@Enron, Christopher +Coffman/Corp/Enron@Enron, Ron Coker/Corp/Enron@Enron, John +Coleman/EWC/Enron@Enron, Nicki Daw/Enron@EnronXGate, Ranabir +Dutt/Enron@EnronXGate, Kurt Eggebrecht/ENRON@enronxgate, Marsha +Francis/Enron@EnronXGate, Robert H George/NA/Enron@Enron, Nancy +Corbet/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Margaret +Doucette/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Maria E +Garcia/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Humberto +Cubillos-Uejbe/HOU/EES@EES, Barton Clark/HOU/ECT@ECT, Ned E +Crady/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stinson Gibner/HOU/ECT@ECT, Stacy +Gibson/Enron@EnronXGate, George N Gilbert/HOU/ECT@ECT, Mathew +Gimble/HOU/ECT@ECT, Barbara N Gray/HOU/ECT@ECT, Alisa Green/Enron@EnronXGate, +Robert Greer/HOU/ECT@ECT, Wayne Gresham/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Linda R Guinn/HOU/ECT@ECT, Cathy L Harris/HOU/ECT@ECT, +Tosha Henderson/HOU/ECT@ECT, Scott Hendrickson/HOU/ECT@ECT, Nick +Hiemstra/HOU/ECT@ECT, Kimberly Hillis/Enron@EnronXGate, Dorie +Hitchcock/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Georgeanne +Hodges/Enron@EnronXGate, Jeff Hoover/HOU/ECT@ECT, Brad Horn/HOU/ECT@ECT, John +House/HOU/ECT@ECT, Joseph Hrgovcic/Enron@EnronXGate, Dan J Hyvl/HOU/ECT@ECT, +Steve Irvin/HOU/ECT@ECT, Rhett Jackson/Enron@EnronXGate, Patrick +Johnson/HOU/ECT@ECT, Amy Jon/Enron@EnronXGate, Tana Jones/HOU/ECT@ECT, Peter +F Keavey/HOU/ECT@ECT, Jeffrey Keenan/HOU/ECT@ECT, Brian +Kerrigan/Enron@EnronXGate, Kyle Kettler/HOU/ECT@ECT, Faith +Killen/Enron@EnronXGate, Joe Gordon/Enron@EnronXGate, Bruce +Harris/NA/Enron@Enron, Chris Herron/Enron@EnronXGate, Melissa +Jones/NA/Enron@ENRON, Lynna Kacal/Enron@EnronXGate, Allan +Keel/Enron@EnronXGate, Mary Kimball/NA/Enron@Enron, Bruce +Golden/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kim +Hickok/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Elizabeth Howley/HOU/EES@EES, +John King/Enron Communications@Enron Communications, Jeff +Kinneman/Enron@EnronXGate, Troy Klussmann/Enron@EnronXGate, Mark +Knippa/HOU/ECT@ECT, Deb Korkmas/HOU/ECT@ECT, Heather Kroll/Enron@EnronXGate, +Kevin Kuykendall/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Andrew H +Lewis/HOU/ECT@ECT, Lindsay Long/Enron@EnronXGate, Blanca A +Lopez/Enron@EnronXGate, Gretchen Lotz/HOU/ECT@ECT, Dan Lyons/HOU/ECT@ECT, +Molly Magee/Enron@EnronXGate, Kelly Mahmoud/HOU/ECT@ECT, David +Marks/HOU/ECT@ECT, Greg Martin/HOU/ECT@ECT, Jennifer Martinez/HOU/ECT@ECT, +Deirdre McCaffrey/HOU/ECT@ECT, George McCormick/Enron@EnronXGate, Travis +McCullough/HOU/ECT@ECT, Brad McKay/HOU/ECT@ECT, Brad +McSherry/Enron@EnronXGate, Lisa Mellencamp/HOU/ECT@ECT, Kim +Melodick/Enron@EnronXGate, Chris Meyer/HOU/ECT@ECT, Mike J +Miller/HOU/ECT@ECT, Don Miller/HOU/ECT@ECT, Patrice L Mims/HOU/ECT@ECT, +Yvette Miroballi/Enron@EnronXGate, Fred Mitro/HOU/ECT@ECT, Eric +Moon/HOU/ECT@ECT, Janice R Moore/HOU/ECT@ECT, Greg Krause/Corp/Enron@Enron, +Steven Krimsky/Corp/Enron@Enron, Shahnaz Lakho/NA/Enron@Enron, Chris +Lenartowicz/Corp/Enron@ENRON, Kay Mann/Corp/Enron@Enron, Judy +Martinez/Enron@EnronXGate, Jesus Melendrez/Enron@EnronXGate, Michael L +Miller/NA/Enron@Enron, Stephanie Miller/Corp/Enron@ENRON, Veronica +Montiel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kenneth Krasny/Enron@EnronXGate, +Janet H Moore/HOU/ECT@ECT, Brad Morse/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Gerald Nemec/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, Mary Ogden/HOU/ECT@ECT, +Sandy Olitsky/HOU/ECT@ECT, Roger Ondreko/Enron@EnronXGate, Ozzie +Pagan/Enron@EnronXGate, Rhonna Palmer/Enron@EnronXGate, Anita K +Patton/HOU/ECT@ECT, Laura R Pena/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +Debra Perlingiere/HOU/ECT@ECT, John Peyton/HOU/ECT@ECT, Paul +Pizzolato/Enron@EnronXGate, Laura Podurgiel/HOU/ECT@ECT, David +Portz/HOU/ECT@ECT, Joan Quick/Enron@EnronXGate, Dutch Quigley/HOU/ECT@ECT, +Pat Radford/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Robert W Rimbau/HOU/ECT@ECT, +Andrea Ring/HOU/ECT@ECT, Amy Rios/Enron@EnronXGate, Benjamin +Rogers/HOU/ECT@ECT, Kevin Ruscitti/HOU/ECT@ECT, Elizabeth Sager/HOU/ECT@ECT, +Richard B Sanders/HOU/ECT@ECT, Janelle Scheuer/Enron@EnronXGate, Lance +Schuler-Legal/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, Caroline Nugent/Enron@EnronXGate, Richard +Orellana/ENRON@enronXgate, Michelle Parks/Enron@EnronXGate, Steve +Pruett/Enron@EnronXGate, Mitch Robinson/Corp/Enron@Enron, Susan +Musch/Enron@EnronXGate, Larry Pardue/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Daniel R Rogers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Frank +Sayre/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kevin P Radous/Corp/Enron@Enron, +Tammy R Shepperd/Enron@EnronXGate, Cris Sherman/Enron@EnronXGate, Hunter S +Shively/HOU/ECT@ECT, Lisa Shoemake/HOU/ECT@ECT, James Simpson/HOU/ECT@ECT, +Jeanie Slone/Enron@EnronXGate, Gregory P Smith/Enron@EnronXGate, Susan +Smith/Enron@EnronXGate, Will F Smith/Enron@EnronXGate, Maureen +Smith/HOU/ECT@ECT, Shari Stack/HOU/ECT@ECT, Geoff Storey/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, John Swafford/Enron@EnronXGate, Ron +Tapscott/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, Stephen Thome/HOU/ECT@ECT, +Larry Valderrama/Enron@EnronXGate, Steve Van Hooser/HOU/ECT@ECT, Hope +Vargas/Enron@EnronXGate, Brian Vass/HOU/ECT@ECT, Victoria Versen/HOU/ECT@ECT, +Charles Vetters/HOU/ECT@ECT, Janet H Wallis/HOU/ECT@ECT, Samuel +Wehn/HOU/ECT@ECT, Jason R Wiesepape/HOU/ECT@ECT, Allen Wilhite/HOU/ECT@ECT, +Bill Williams/PDX/ECT@ECT, Stephen Wolfe/Enron@EnronXGate, Stuart +Zisman/HOU/ECT@ECT, George Zivic/HOU/ECT@ECT, Mary Sontag/Enron@EnronXGate, +Eric Thode/Corp/Enron@ENRON, Carl Tricoli/Corp/Enron@Enron, Shiji +Varkey/Enron@EnronXGate, Frank W Vickers/NA/Enron@Enron, Greg +Whiting/Enron@EnronXGate, Becky Young/NA/Enron@Enron, Emily +Adamo/Enron@EnronXGate, Jacqueline P Adams/HOU/ECT@ECT, Janie +Aguayo/HOU/ECT@ECT, Peggy Alix/ENRON@enronXgate, Thresa A Allen/HOU/ECT@ECT, +Sherry Anastas/HOU/ECT@ECT, Kristin Armstrong/Enron@EnronXGate, Veronica I +Arriaga/HOU/ECT@ECT, Susie Ayala/HOU/ECT@ECT, Natalie Baker/HOU/ECT@ECT, +Michael Barber/Enron@EnronXGate, Gloria G Barkowsky/HOU/ECT@ECT, Wilma +Bleshman/Enron@EnronXGate, Dan Bruce/Enron@EnronXGate, Richard +Burchfield/Enron@EnronXGate, Anthony Campos/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Betty Chan/Enron@EnronXGate, Jason +Chumley/Enron@EnronXGate, Marilyn Colbert/HOU/ECT@ECT, Audrey +Cook/HOU/ECT@ECT, Diane H Cook/HOU/ECT@ECT, Magdelena Cruz/Enron@EnronXGate, +Bridgette Anderson/Corp/Enron@ENRON, Walt Appel/ENRON@enronXgate, David +Berberian/Enron@EnronXGate, Sherry Butler/Enron@EnronXGate, Rosie +Castillo/Enron@EnronXGate, Christopher B Clark/Corp/Enron@Enron, Patrick +Davis/Enron@EnronXGate, Larry Cash/Enron Communications@Enron Communications, +Mathis Conner/Enron@EnronXGate, Lawrence R Daze/Enron@EnronXGate, Rhonda L +Denton/HOU/ECT@ECT, Bradley Diebner/Enron@EnronXGate, Anna M +Docwra/HOU/ECT@ECT, Kenneth D'Silva/HOU/ECT@ECT, Karen Easley/HOU/ECT@ECT, +Kenneth W Ellerman/Enron@EnronXGate, Allen Elliott/Enron@EnronXGate, Rene +Enriquez/Enron@EnronXGate, Soo-Lian Eng Ervin/Enron@EnronXGate, Irene +Flynn/HOU/ECT@ECT, Christopher Funk/Enron@EnronXGate, Jim +Fussell/Enron@EnronXGate, Clarissa Garcia/HOU/ECT@ECT, Lisa +Gillette/HOU/ECT@ECT, Carolyn Gilley/HOU/ECT@ECT, Gerri Gosnell/HOU/ECT@ECT, +Jeffrey C Gossett/HOU/ECT@ECT, Michael Guadarrama/Enron@EnronXGate, Victor +Guggenheim/HOU/ECT@ECT, Cynthia Hakemack/HOU/ECT@ECT, Kenneth M +Harmon/Enron@EnronXGate, Susan Harrison/Enron@EnronXGate, Elizabeth L +Hernandez/HOU/ECT@ECT, Meredith Homco/HOU/ECT@ECT, Alton Honore/HOU/ECT@ECT, +Roberto Deleon/Enron@EnronXGate, Jay Desai/HR/Corp/Enron@ENRON, Hal +Elrod/Enron@EnronXGate, Paul Finken/Enron@EnronXGate, Brenda +Flores-Cuellar/Enron@EnronXGate, Irma Fuentes/Enron@EnronXGate, Jim +Gearhart/Enron@EnronXGate, Camille Gerard/Corp/Enron@ENRON, Sharon +Gonzales/NA/Enron@ENRON, Carolyn Graham/Enron@EnronXGate, Thomas D +Gros/Enron@EnronXGate, Sam Guerrero/Enron@EnronXGate, Andrew +Hawthorn/Enron@EnronXGate, Katherine Herrera/Corp/Enron@ENRON, Christopher +Ducker/Enron@EnronXGate, Jarod Jenson/Enron@EnronXGate, Wenyao +Jia/Enron@EnronXGate, Kam Keiser/HOU/ECT@ECT, Katherine L Kelly/HOU/ECT@ECT, +William Kelly/HOU/ECT@ECT, Dawn C Kenne/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Karen Lambert/HOU/ECT@ECT, Jenny +Latham/HOU/ECT@ECT, Jonathan Le/Enron@EnronXGate, Lisa Lees/HOU/ECT@ECT, Kori +Loibl/HOU/ECT@ECT, Duong Luu/Enron@EnronXGate, Shari Mao/HOU/ECT@ECT, David +Maxwell/Enron@EnronXGate, Mark McClure/HOU/ECT@ECT, Doug +McDowell/Enron@EnronXGate, Gregory McIntyre/Enron@EnronXGate, Darren +McNair/Enron@EnronXGate, Keith Meurer/Enron@EnronXGate, Jackie +Morgan/HOU/ECT@ECT, Melissa Ann Murphy/HOU/ECT@ECT, Gary Nelson/HOU/ECT@ECT, +Michael Neves/Enron@EnronXGate, Joanie H Ngo/HOU/ECT@ECT, Thu T +Nguyen/HOU/ECT@ECT, Angela Hylton/Enron@EnronXGate, Jeff +Johnson/Enron@EnronXGate, Laura Johnson/Enron@EnronXGate, Robert W +Jones/Enron@EnronXGate, Kara Knop/Enron@EnronXGate, John +Letvin/Enron@EnronXGate, Kathy Link/Enron@EnronXGate, Teresa +McOmber/NA/Enron@ENRON, James Moore/Enron@EnronXGate, Jennifer +Nguyen/Corp/Enron@ENRON, ThuHa Nguyen/Enron@EnronXGate, George +Nguyen/Enron@EnronXGate, Reina Mendez/Enron@EnronXGate, Frank Karbarz/Enron +Communications@Enron Communications, William May/Enron Communications@Enron +Communications, John Norden/Enron@EnronXGate, Kimberly S Olinger/HOU/ECT@ECT, +Richard Pinion/HOU/ECT@ECT, Bryan Powell/Enron@EnronXGate, Phillip C. +Randle/Enron@EnronXGate, Leslie Reeves/HOU/ECT@ECT, Stacey +Richardson/HOU/ECT@ECT, Drew Ries/Enron@EnronXGate, Jose Ruiz/MAD/ECT@ECT, +Tammie Schoppe/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Sherlyn +Schumack/HOU/ECT@ECT, Susan M Scott/HOU/ECT@ECT, Stephanie Sever/HOU/ECT@ECT, +Russ Severson/HOU/ECT@ECT, John Shupak/Enron@EnronXGate, Bruce +Smith/Enron@EnronXGate, George F Smith/HOU/ECT@ECT, Will F +Smith/Enron@EnronXGate, Mary Solmonson/Enron@EnronXGate, Sai +Sreerama/HOU/ECT@ECT, Mechelle Stevens/HOU/ECT@ECT, Patti +Sullivan/HOU/ECT@ECT, Robert Superty/HOU/ECT@ECT, Michael +Swaim/Enron@EnronXGate, Janette Oquendo/Enron@EnronXGate, Ryan +Orsak/ENRON@enronXgate, Mark Palmer/Corp/Enron@ENRON, Michael K +Patrick/Enron@EnronXGate, John Pavetto/Enron@EnronXGate, Catherine +Pernot/Enron@EnronXGate, John D Reese/Enron@EnronXGate, Sandy +Rivas/Enron@EnronXGate, Sean Sargent/Enron@EnronXGate, Vanessa +Schulte/Enron@EnronXGate, Rex Shelby/Enron@EnronXGate, Jeffrey +Snyder/Enron@EnronXGate, Joe Steele/Enron@EnronXGate, Omar +Taha/Enron@EnronXGate, Diana Peters/Enron@EnronXGate@ENRON_DEVELOPMENt, Harry +Swinton/Enron@EnronXGate, James Post/Enron Communications@Enron +Communications, Mable Tang/Enron@EnronXGate, Sheri Thomas/HOU/ECT@ECT, +Alfonso Trabulsi/HOU/ECT@ECT, Susan D Trevino/HOU/ECT@ECT, Connie +Truong/Enron@EnronXGate, Khadiza Uddin/Enron@EnronXGate, Adarsh +Vakharia/HOU/ECT@ECT, Rennu Varghese/Enron@EnronXGate, Kimberly +Vaughn/HOU/ECT@ECT, Judy Walters/HOU/ECT@ECT, Mary +Weatherstone/Enron@EnronXGate, Stacey W White/HOU/ECT@ECT, Jason +Williams/HOU/ECT@ECT, Scott Williamson/Enron@EnronXGate, O'Neal D +Winfree/HOU/ECT@ECT, Jeremy Wong/Enron@EnronXGate, Rita Wynne/HOU/ECT@ECT, +Steve Tenney/Enron@EnronXGate, Todd Thelen/Enron@EnronXGate, N Jessie +Wang/Enron@EnronXGate, Gwendolyn Williams/ENRON@enronXgate, Dejoun +Windless/Corp/Enron@ENRON, Jeanne Wukasch/Corp/Enron@ENRON, Lisa +Yarbrough/Enron@EnronXGate, Will Zamer/Enron@EnronXGate, Ned +Higgins/HOU/ECT@ECT, Saji John/Enron Communications@Enron Communications, +Francisco Pinto Leite/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Barry +Tycholiz/NA/Enron@ENRON, Bob M Hall/NA/Enron@Enron, Pamela +Brown/NA/Enron@Enron, Gerri Gosnell/HOU/ECT@ECT +cc: Louis Allen/EPSC/HOU/ECT@ECT, Raquel Lopez/Corp/Enron@ENRON +Subject: Enron Center Garage + +The Enron Center garage will be opening very soon. + +Employees who work for business units that are scheduled to move to the new +building and currently park in the Allen Center or Met garages are being +offered a parking space in the new Enron Center garage. + +This is the only offer you will receive during the initial migration to the +new garage. Spaces will be filled on a first come first served basis. The +cost for the new garage will be the same as Allen Center garage which is +currently $165.00 per month, less the company subsidy, leaving a monthly +employee cost of $94.00. + +If you choose not to accept this offer at this time, you may add your name to +the Enron Center garage waiting list at a later day and offers will be made +as spaces become available. + +The Saturn Ring that connects the garage and both buildings will not be +opened until summer 2001. All initial parkers will have to use the street +level entrance to Enron Center North until Saturn Ring access is available. +Garage stairways next to the elevator lobbies at each floor may be used as an +exit in the event of elevator trouble. + +If you are interested in accepting this offer, please reply via email to +Parking and Transportation as soon as you reach a decision. Following your +email, arrangements will be made for you to turn in your old parking card and +receive a parking transponder along with a new information packet for the new +garage. + +The Parking and Transportation desk may be reached via email at Parking and +Transportation/Corp/Enron or 713-853-7060 with any questions. + +(You must enter & exit on Clay St. the first two weeks, also pedestrians, +will have to use the garage stairwell located on the corner of Bell & Smith.) + + + + + + + + + +" +"allen-p/_sent_mail/413.","Message-ID: <94904.1075855725132.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +https://www4.rsweb.com/61045/" +"allen-p/_sent_mail/414.","Message-ID: <17997163.1075855725155.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 04:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques + +I am out of the office for the rest of the week. Have you ever seen anyone +miss as much work as I have in the last 6 weeks? I assure you this is +unusual for me. +Hopefully we can sign some documents on Monday. Call me on my cell phone if +you need me. + +Phillip" +"allen-p/_sent_mail/415.","Message-ID: <18683339.1075855725177.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 03:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I am still reviewing the numbers but here are some initial thoughts. + +Are you proposing a cost plus contract with no cap? + +What role would you play in obtaining financing? Any experience with FHA +221(d) loans? + +Although your fees are lower than George and Larry I am still getting market +quotes lower yet. I have received estimates structured as follows: + + 5% - onsite expenses, supervision, clean up, equipment + 2%- overhead + 4%- profit + +I just wanted to give you this initial feedback. I have also attached an +extremely primitive spreadsheet to outline the project. As you can see even +reducing the builders fees to the numbers above the project would only +generate $219,194 of cash flow for a return of 21%. I am not thrilled about +such a low return. I think I need to find a way to get the total cost down +to $10,500,000 which would boost the return to 31%. Any ideas? + +I realize that you are offering significant development experience plus you +local connections. I am not discounting those services. I will be out of +the office for the rest of the week, but I will call you early next week. + +Phillip + + + + + +" +"allen-p/_sent_mail/416.","Message-ID: <8520345.1075855725198.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:17 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/_sent_mail/417.","Message-ID: <24677137.1075855725220.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:10 AM --------------------------- + + + on 03/29/2001 07:58:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/_sent_mail/418.","Message-ID: <15873524.1075855725244.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:03 AM --------------------------- + + + on 03/29/2001 07:36:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +------Transcript of session follows ------- +scsatkfa@caprock.net +The user's email name is not found. + + + +Received: from postmaster.enron.com ([192.152.140.9]) by mail1.caprock.net +with Microsoft SMTPSVC(5.5.1877.197.19); Thu, 29 Mar 2001 09:36:49 -0600 +Received: from mailman.enron.com (mailman.enron.com [192.168.189.66]) by +postmaster.enron.com (8.8.8/8.8.8/postmaster-1.00) with ESMTP id PAB09150 for +; Thu, 29 Mar 2001 15:42:03 GMT +From: Phillip.K.Allen@enron.com +Received: from nahou-msmsw03px.corp.enron.com ([172.28.10.39]) by +mailman.enron.com (8.10.1/8.10.1/corp-1.05) with ESMTP id f2TFg2L03725 for +; Thu, 29 Mar 2001 09:42:02 -0600 (CST) +Received: from ene-mta01.enron.com (unverified) by +nahou-msmsw03px.corp.enron.com (Content Technologies SMTPRS 4.1.5) with ESMTP +id for +; Thu, 29 Mar 2001 09:42:04 -0600 +To: scsatkfa@caprock.net +Date: Thu, 29 Mar 2001 09:41:58 -0600 +Message-ID: +X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.6 |December +14, 2000) at 03/29/2001 09:38:28 AM +MIME-Version: 1.0 +Content-type: multipart/mixed ; +Boundary=""0__=86256A1E00535FA28f9e8a93df938690918c86256A1E00535FA2"" +Content-Disposition: inline +Return-Path: Phillip.K.Allen@enron.com + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/_sent_mail/419.","Message-ID: <28589107.1075855725265.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More cabinets, +maybe a different shaped island, and a way to enlarge the pantry. Reagan +suggested that I find a way to make the exterior more attractive. I want to +keep a simple roof line to avoid leaks, but I was thinking about bringing the +left +side forward in the front of the house and place 1 gable in the front. That +might look good if the exterior was stone and stucco. Also the front porch +would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead and +have the plans done so I can spec out all the finishings and choose a builder. +I just wanted to give you the opportunity to do the work. As I mentioned my +alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/_sent_mail/42.","Message-ID: <5537546.1075855379304.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 17:21:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Chad, + +Call Ted Bland about the trading track program. All the desks are trying to use this program to train analysts to be traders. Your experience should help you in the process and make the risk rotation unnecessary. Unless you are dying to do another rotation is risk. + +Phillip " +"allen-p/_sent_mail/420.","Message-ID: <31210027.1075855725287.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 23:13:00 -0800 (PST) +From: phillip.allen@enron.com +To: barry.tycholiz@enron.com +Subject: Re: Opening Day - Baseball Tickets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +no problem" +"allen-p/_sent_mail/421.","Message-ID: <24048786.1075855725309.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 08:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Thank you for the quick response on the bid for the residence. Below is a +list of questions on the specs: + +1. Is the framing Lumber #2 yellow pine? Wouldn't fir or spruce warp less +and cost about the same? + +2. What type of floor joist would be used? 2x12 or some sort of factory +joist? + +3. What type for roof framing? On site built rafters? or engineered trusses? + +4. Are you planning for insulation between floors to dampen sound? What +type of insulation in floors and ceiling? Batts or blown? Fiberglass or +Cellulose? + +5. Any ridge venting or other vents (power or turbine)? + +6. Did you bid for interior windows to have trim on 4 sides? I didn't know +the difference between an apron and a stool. + +7. Do you do anything special under the upstairs tile floors to prevent +cracking? Double plywood or hardi board underlay? + +8. On the stairs, did you allow for a bannister? I was thinking a partial +one out of iron. Only about 5 feet. + +9. I did not label it on the plan, but I was intending for a 1/2 bath under +the stairs. A pedestal sink would probably work. + +10. Are undermount sinks different than drop ins? I was thinking undermount +stainless in kitchen and undermount cast iron in baths. + +11. 1 or 2 A/C units? I am assuming 2. + +12. Prewired for sound indoors and outdoors? + +13. No door and drawer pulls on any cabinets or just bath cabinets? + +14. Exterior porches included in bid? Cedar decking on upstairs? Iron +railings? + +15. What type of construction contract would you use? Fixed price except +for change orders? + +I want to get painfully detailed with the specs before I make a decision but +this is a start. I think I am ready to get plans drawn up. I am going to +call Cary Kipp to +see about setting up a design meeting to see if I like his ideas. + +Phillip +I + + " +"allen-p/_sent_mail/422.","Message-ID: <24824079.1075855725330.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Jacques has sent a document to Claudia for your review. Just dropping you a +line to confirm that you have seen it. + +Phillip" +"allen-p/_sent_mail/423.","Message-ID: <2501852.1075855725351.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 01:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Would it be ok if I signed new consulting agreements with the engineer and +architect? They have both sent me agreements. The only payment +that George and Larry had made was $2,350 to the architect. I have written +personal checks in the amounts of $25,000 to the architect and $13,950 to the +engineer. +I was wondering if the prior work even needs to be listed as an asset of the +partnership. + +I would like for the agreements with these consultants to be with the +partnership not with me. Should I wait until the partnership has been +conveyed to sign in the name of the partnership. + +Let me know what you think. + +Phillip +" +"allen-p/_sent_mail/424.","Message-ID: <4929327.1075855725373.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 06:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: dennisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dennisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +02:29 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/_sent_mail/425.","Message-ID: <1316298.1075855725394.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 04:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: denisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: denisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +12:06 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/_sent_mail/426.","Message-ID: <10662150.1075855725416.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 03:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Here are my comments and questions on the cost estimates: + +Cost per square foot seem too low for construction $33.30/sf (gross)/$36/sf +(rentable) + +What do the cost for On-Site General Requirements ( $299,818) represent? + +Will you review the builders profit and fees with me again? You mentioned 2% +overhead, 3 % ???, and 5% profit. + +Why is profit only 4%? + +Why are the architect fees up to $200K. I thought they would be $80K. + +What is the $617K of profit allowance? Is that the developers profit to +boost loan amount but not a real cost? + +Total Closing and Application costs of 350K? That seems very high? Who +receives the 2 points? How much will be sunk costs if FHA declines us? + +Where is your 1%? Are you receiving one of the points on the loan? + +What is the status on the operating pro forma? My back of the envelope puts +NOI at $877K assuming 625/1BR, 1300/3BR, 950/2BR, 5% vacancy, and 40% +expenses. After debt service that would only leave $122K. The coverage +would only be 1.16. + +Talk to you this afternoon. + +Phillip + +" +"allen-p/_sent_mail/427.","Message-ID: <18104010.1075855725437.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 09:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: Re: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Grif, + +Please provide a temporary id + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +05:04 PM --------------------------- + + +Dexter Steis on 03/26/2001 02:22:41 PM +To: Phillip.K.Allen@enron.com +cc: +Subject: Re: NGI access to eol + + +Hi Phillip, + +It's that time of month again, if you could be so kind. + +Thanks, + +Dexter + +***************************** +Dexter Steis +Executive Publisher +Intelligence Press, Inc. +22648 Glenn Drive Suite 305 +Sterling, VA 20164 +tel: (703) 318-8848 +fax: (703) 318-0597 +http://intelligencepress.com +http://www.gasmart.com +****************************** + + +At 09:57 AM 1/26/01 -0600, you wrote: + +>Dexter, +> +>You should receive a guest id shortly. +> +>Phillip + +" +"allen-p/_sent_mail/428.","Message-ID: <2506835.1075855725459.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Mike is fine with signing a new contract (subject to reading the terms, of +course). He prefers to set strikes over a 3 month period. His existing +contract pays him a retention payment of $55,000 in the next week. He still +wants to receive this payment. + +Phillip" +"allen-p/_sent_mail/429.","Message-ID: <21575259.1075855725480.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + + Here is a photograhph of the house I have in mind. + + Specific features include: + + Stained and scored concrete floors downstairs + Wood stairs + Two story porches on front and rear + Granite counters in kitchens and baths + Tile floors in upstairs baths + Metal roof w/ gutters (No dormers) + Cherry or Maple cabinets in kitchen & baths + Solid wood interior doors + Windows fully trimmed + Crown molding in downstairs living areas + 2x6 wall on west side + + Undecided items include: + + Vinyl or Aluminum windows + Wood or carpet in upstairs bedrooms and game room + Exterior stucco w/ stone apron and window trim or rough white brick on 3-4 +sides + + + I have faxed you the floor plans. The dimensions may be to small to read. +The overall dimensions are 55' X 40'. For a total of 4400 sq ft under roof, +but + only 3800 of livable space after you deduct the garage. + + Are there any savings in the simplicity of the design? It is basically a +box with a simple roof + line. Call me if you have any questions. 713-853-7041. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +12:07 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/_sent_mail/43.","Message-ID: <23096779.1075855379325.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 13:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: FW: 2nd lien info. and private lien info - The Stage Coach + Apartments, Phillip Allen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +How am I to send them the money for the silent second? Regular mail, overnight, wire transfer? I don't see how their bank will make the funds available by Friday unless I wire the money. If that is what I need to do please send wiring instructions." +"allen-p/_sent_mail/430.","Message-ID: <26193080.1075855725502.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Something that I forgot to ask you. Do you know if Hugo is planning to +replatt using an administrative process which I understand is quicker than +the full replatting process of 3 weeks? + +Also let me know about the parking. The builder in San Marcos believed the +plan only had 321 parking spots but would require 382 by code. The townhomes +across the street have a serious parking problem. They probably planned for +the students to park in the garages but instead they are used as extra rooms. + +Phillip" +"allen-p/_sent_mail/431.","Message-ID: <26507346.1075855725523.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 04:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: jess.hewitt@enron.com +Subject: Re: Derek Kelly +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jess Hewitt +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +keith holst sent you an email with the details." +"allen-p/_sent_mail/432.","Message-ID: <6780219.1075855725544.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 02:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: Purchase and Sale Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The agreement looks fine. My only comment is that George and Larry might +object to the language that ""the bank that was requested to finance the +construction of the project declined to make the loan based on the high costs +of the construction of the Project"". Technically, that bank lowered the +loan amount based on lower estimates of rents which altered the amount of +equity that would be required. + +Did I loan them $1,300,000? I thought it was less. + +Regarding Exhibit A, the assets include: the land, architectural plans, +engineering completed, appraisal, and soils study. Most of these items are +in a state of partial completion by the consultants. I have been speaking +directly to the architect, engineer, and soils engineer. I am unclear on +what is the best way to proceed with these consultants. + +The obligations should include the fees owed to the consultants above. Do we +need to list balances due or just list the work completed as an asset and +give consideration of $5,875 for the cash paid to the engineer and appraisor. + +Phillip" +"allen-p/_sent_mail/433.","Message-ID: <4296279.1075855725567.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com, frank.ermis@enron.com +Subject: Current Gas Desk List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +10:03 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Current Gas Desk List + +Hope this helps! This is the current gas desk list that I have in my +personal address book. Call me with any questions. + +Erika +GROUP: East Desk + + +Basics: +Group name: East Desk +Group type: Multi-purpose +Description: +Members: Matthew B Fleming/HOU/EES +James R Barker/HOU/EES +Barend VanderHorst/HOU/EES +Jay Blaine/HOU/EES +Paul Tate/HOU/EES +Alain Diza/HOU/EES +Rhonda Smith/HOU/EES +Christina Bangle/HOU/EES +Sherry Pendegraft/HOU/EES +Marde L Driscoll/HOU/EES +Daniel Salinas/HOU/EES +Sharon Hausinger/HOU/EES +Joshua Bray/HOU/EES +James Wiltfong/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +GROUP: West Desk + + +Basics: +Group name: West Desk +Group type: Multi-purpose +Description: +Members: Jesus Guerra/HOU/EES +Monica Roberts/HOU/EES +Laura R Arnold/HOU/EES +Amanda Boettcher/HOU/EES +C Kyle Griffin/HOU/EES +Jess Hewitt/HOU/EES +Artemio Muniz/HOU/EES +Eugene Zeitz/HOU/EES +Brandon Whittaker/HOU/EES +Roland Aguilar/HOU/EES +Ruby Robinson/HOU/EES +Roger Reynolds/HOU/EES +David Coolidge/HOU/EES +Joseph Des Champs/HOU/EES +Kristann Shireman/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +" +"allen-p/_sent_mail/434.","Message-ID: <31982944.1075855725588.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 00:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Try bmckay@enron.com or Brad.McKay@enron.com" +"allen-p/_sent_mail/435.","Message-ID: <28897001.1075855725609.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 23:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Buyout +Cc: jacquestc@aol.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jacquestc@aol.com +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: jacquestc@aol.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Jacques has been working with Claudia. I will check his progress this +morning and let you know. + +Phillip" +"allen-p/_sent_mail/436.","Message-ID: <5057506.1075855725631.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +just a note to let you know I will be out of the office Wed(3/21) until +Thurs(3/23). The kids are on spring break. I will be in San Marcos and you +can reach me on my cell phone 713-410-4679 or email pallen70@hotmail.com. + +I was planning on stopping by to see Hugo Elizondo on Thursday to drop off a +check and give him the green light to file for replatting. What will change +if we want to try and complete the project in phases. Does he need to change +what he is going to submit to the city. + +I spoke to Gordon Kohutek this morning. He was contracted to complete the +soils study. He says he will be done with his report by the end of the +week. I don't know who needs this report. I told Gordon you might call to +inquire about what work he performed. His number is 512-930-5832. + +We spoke on the phone about most of these issues. + +Talk to you later. + +Phillip" +"allen-p/_sent_mail/437.","Message-ID: <8142619.1075855725654.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: RE: Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Here is Larry Lewter's response to my request for more documentation to +support the $15,000. As you will read below, it is no longer an issue. I +think that was the last issue to resolve. + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +11:45 AM --------------------------- + + +""Larry Lewter"" on 03/19/2001 09:10:33 AM +To: +cc: +Subject: RE: Buyout + + +Phillip, the title company held the $15,000 in escrow and it has been +returned. It is no longer and issue. +Larry + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Monday, March 19, 2001 8:45 AM +To: llewter@austin.rr.com +Subject: Re: Buyout + + + +Larrry, + +I realize you are disappointed about the project. It is not my desire for +you to be left with out of pocket expenses. The only item from your list +that I need further +clarification is the $15,000 worth of extensions. You mentioned that this +was applied to the cost of the land and it actually represents your cash +investment in the land. I agree that you should be refunded any cash +investment. My only request is that you help me locate this amount on the +closing statement or on some other document. + +Phillip + + +" +"allen-p/_sent_mail/438.","Message-ID: <18032829.1075855725675.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 02:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you help me approve this request? + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +09:53 AM --------------------------- + + +ARSystem on 03/16/2001 05:15:12 PM +To: ""phillip.k.allen@enron.com"" +cc: +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com + + +This request has been pending your approval for 9 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000021442&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000021442 +Request Create Date : 3/2/01 8:27:00 AM +Requested For : mike.grigsby@enron.com +Resource Name : Market Data Bloomberg +Resource Type : Applications + + + + + +" +"allen-p/_sent_mail/439.","Message-ID: <14134673.1075855725697.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Still trying to close the loop on the $15,000 of extensions. Assuming that +it is worked out today or tomorrow, I would like to get whatever documents +need to be +completed to convey the partnership done. I need to work with the engineer +and architect to get things moving. I am planning on writing a personal +check to the engineer while I am setting up new accounts. Let me know if +there is a reason I should not do this. + +Thanks for all your help so far. Between your connections and expertise in +structuring the loan, you saved us from getting into a bad deal. + +Phillip" +"allen-p/_sent_mail/44.","Message-ID: <29908325.1075855379346.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 13:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +The topic will the the western natural gas market. I may have overhead slides. I will bring handouts." +"allen-p/_sent_mail/440.","Message-ID: <29628244.1075855725718.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larrry, + +I realize you are disappointed about the project. It is not my desire for +you to be left with out of pocket expenses. The only item from your list +that I need further +clarification is the $15,000 worth of extensions. You mentioned that this +was applied to the cost of the land and it actually represents your cash +investment in the land. I agree that you should be refunded any cash +investment. My only request is that you help me locate this amount on the +closing statement or on some other document. + +Phillip" +"allen-p/_sent_mail/441.","Message-ID: <14141753.1075855725740.JavaMail.evans@thyme> +Date: Fri, 16 Mar 2001 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +I think we reached an agreement with George and Larry to pick up the items of +value and not pay any fees for their time. It looks as if we will be able to +use everything they have done (engineering, architecture, survey, +appraisal). One point that is unclear is they claim that the $15,000 in +extensions that they paid was applied to the purchase price of the land like +earnest money would be applied. I looked at the closing statements and I +didn't see $15,000 applied against the purchase price. Can you help clear +this up. + +Assuming we clear up the $15,000, we need to get the property released. +Keith and I are concerned about taking over the Bishop Corner partnership and +the risk that there could be undisclosed liabilities. On the other hand, +conveyance of the partnership would be a time and money saver if it was +clean. What is your inclination? + +Call as soon as you have a chance to review. + +Phillip" +"allen-p/_sent_mail/442.","Message-ID: <14414843.1075855725762.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: Matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +03:41 PM --------------------------- + + +Mike Grigsby +03/14/2001 07:32 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Matt Smith + +Let's talk to Matt about the forecast sheets for Socal and PG&E. He needs to +work on the TW sheet as well. Also, I would like him to create a sheet on +pipeline expansions and their rates and then tie in the daily curves for the +desk to use. + +Mike +" +"allen-p/_sent_mail/443.","Message-ID: <7283655.1075855725783.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll. + +My only questions are about #18, #25, and #37 missed rent. Any special +reasons? + +It looks like there are five vacancies #2,12,20a,35,40. If you want to run +an ad in the paper with a $50 discount that is fine. +I will write you a letter of recommendation. When do you need it? You can +use me as a reference. In the next two weeks we should really have a good +idea whether the sale is going through. + +Phillip" +"allen-p/_sent_mail/444.","Message-ID: <9831685.1075855725804.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: todd.burke@enron.com +Subject: Re: Confidential Employee Information/Lenhart +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Todd Burke +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I also need to know the base salaries of Jay Reitmeyer and Monique Sanchez. +They are doing the same job as Matt." +"allen-p/_sent_mail/445.","Message-ID: <19109330.1075855725826.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Behind the Stage Two +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jeff.richter@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +02:22 PM --------------------------- + + +""Arthur O'Donnell"" on 03/15/2001 11:35:55 AM +Please respond to aod@newsdata.com +To: Western.Price.Survey.contacts@ren-10.cais.net +cc: Fellow.power.reporters@ren-10.cais.net +Subject: Behind the Stage Two + + +FYI Western Price Survey Contacts + +Cal-ISO's declaration of Stage Two alert this morning was triggered +in part by decision of Bonneville Power Administration to cease +hour-to-hour sales into California of between 600 MW and 1,000 +MW that it had been making for the past week. According to BPA, +it had excess energy to sell as a result of running water to meet +biological opinion flow standards, but it has stopped doing so in +order to allow reservoirs to fill from runoff. The agency said it had +been telling California's Department of Water Resources that the +sales could cease at any time, and this morning they ended. + +Cal-ISO reported about 1,600 MW less imports today than +yesterday, so it appears other sellers have also cut back. +Yesterday, PowerEx said it was not selling into California because +of concerns about its water reserves. BPA said it is still sending +exchange energy into California, however. + +More details, if available, will be included in the Friday edition of the +Western Price Survey and in California Energy Markets newsletter. +" +"allen-p/_sent_mail/446.","Message-ID: <21041312.1075855725847.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: kim.bolton@enron.com +Subject: RE: PERSONAL AND CONFIDENTIAL COMPENSATION INFORMATION +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kim Bolton +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the information. It would be helpful if you would send the +detailed worksheet that you mentioned. + +I am surprised to hear that the only restricted shares left are the ones +granted this January. I have always elected to defer any distributions of +restricted stock. I believe I selected the minimum amount required to be +kept in enron stock (50%). Are you saying that all the previous grants have +fully vested and been distributed to my deferral account? + +Thank you for looking into this issue. + +Phillip" +"allen-p/_sent_mail/447.","Message-ID: <11184968.1075855725869.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood M/F +Cc: djack@keyad.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: djack@keyad.com +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: djack@keyad.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +12:38 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/15/2001 10:06:15 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood M/F + + + + + +(See attached file: outline.doc) + + +(See attached file: MAPTTRA.xls) + + +(Sample checklist of items needed for closing. We have received some of the +items to date) + +(See attached file: Checklist.doc) + + + - outline.doc + - MAPTTRA.xls + - Checklist.doc +" +"allen-p/_sent_mail/448.","Message-ID: <13838128.1075855725890.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 23:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Somehow my email account lost the rentroll you sent me on Tuesday. Please +resend it and I will roll it for this week this morning. + +Phillip" +"allen-p/_sent_mail/449.","Message-ID: <11653414.1075855725911.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 11:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +06:51 PM --------------------------- + + + + From: Keith Holst 03/14/2001 04:30 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/_sent_mail/45.","Message-ID: <23837390.1075855379367.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 11:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jeff, + +I am in the office today. Any isssues to deal with for the stagecoach? + +Phillip" +"allen-p/_sent_mail/450.","Message-ID: <1710393.1075855725934.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:02 PM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/_sent_mail/451.","Message-ID: <23981897.1075855725956.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:01 PM --------------------------- + + + + From: Phillip K Allen 03/14/2001 09:49 AM + + +To: Jacquestc@aol.com +cc: +Subject: + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. + + +" +"allen-p/_sent_mail/452.","Message-ID: <7915861.1075855725978.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com, djack@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com, djack@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + +Today I finally received some information on the status of the work done to +date. I spoke to Hugo Alexandro at Cuatro Consultants. The property is +still in two parcels. Hugo has completed a platt to combine into one lot +and is ready to submit it to the city of San Marcos. He has also completed a +topographical survey and a tree survey. In addition, he has begun to +coordinate with the city on the replatting and a couple of easements on the +smaller parcel, as well as, beginning the work on the grading. Hugo is going +to fax me a written letter of the scope of work he has been engaged to +complete. The total cost of his services are estimated at $38,000 of which +$14,000 are due now for work completed. + +We are trying to resolve the issues of outstanding work and bills incurred by +the original developer so we can obtain the title to the land. If we can +continue to use Cuatro then it would be one less point of contention. Hugo's +number is 512-295-8052. I thought you might want to contact him directly and +ask him some questions. I spoke to him about the possibility of your call +and he was fine with that. + +Now we are going to try and determine if any of the work performed by Kipp +Flores can be used. + +Keith and I appreciate you meeting with us on Sunday. We left very +optimistic about the prospect of working with you on this project. + +Call me with feedback after you speak to Hugo or with any other ideas about +moving this project forward. + +Phillip" +"allen-p/_sent_mail/453.","Message-ID: <32121621.1075855726001.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. +" +"allen-p/_sent_mail/454.","Message-ID: <10842131.1075855726025.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +George finally sent me some information. Please look over his email. He +wants us to buy him out. Keith and I think this is a joke. + +We still need to speak to his engineer and find out about his soil study to +determine if it has any value going forward. I don't believe the architect +work will be of any use to us. I don't think they deserve any compensation +for their time due to the fact that intentional or not the project they were +proposing was unsupportable by the market. + +My version of a buyout is attached. + +I need your expert advise. I am ready to offer my version or threaten to +foreclose. Do they have a case that they are due money for their time? +Since their cost +and fees didn't hold up versus the market and we didn't execute a contract, I +wouldn't think they would stand a chance. There isn't any time to waste so I +want to respond to their offer asap. + +Call me with your thoughts. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +08:36 AM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/_sent_mail/455.","Message-ID: <23135031.1075855726048.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2001 +04:00 PM --------------------------- + + +""Benotti, Stephen"" on 03/13/2001 12:58:24 PM +To: ""'pallen@enron.com'"" +cc: +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + - 1494 How To File.pdf +" +"allen-p/_sent_mail/456.","Message-ID: <1715272.1075855726069.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 01:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I didn't receive the information on work completed or started. Please send +it this morning. + +We haven't discussed how to proceed with the land. The easiest treatment +would be just to deed it to us. However, it might be more +advantageous to convey the partnership. + +Also, I would like to speak to Hugo today. I didn't find a Quattro +Engineering in Buda. Can you put me in contact with him. + +Talk to you later. + +Phillip " +"allen-p/_sent_mail/457.","Message-ID: <5328095.1075855726091.JavaMail.evans@thyme> +Date: Mon, 12 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/12/2001 +11:47 AM --------------------------- + + +Mike Grigsby +03/07/2001 08:05 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: matt Smith + +Let's have Matt start on the following: + +Database for hourly storage activity on Socal. Begin forecasting hourly and +daily activity by backing out receipts, using ISO load actuals and backing +out real time imports to get in state gen numbers for gas consumption, and +then using temps to estimate core gas load. Back testing once he gets +database created should help him forecast core demand. + +Update Socal and PG&E forecast sheets. Also, break out new gen by EPNG and +TW pipelines. + +Mike +" +"allen-p/_sent_mail/458.","Message-ID: <26077059.1075855726112.JavaMail.evans@thyme> +Date: Fri, 9 Mar 2001 05:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. + +What is the outstanding balance on #1. It looks like 190 + 110(this week)= +300. I don't think we should make him pay late fees if can't communicate +clearly. + +#2 still owe deposit? + +#9 What day will she pay and is she going to pay monthly or biweekly. + +Have a good weekend. I will talk to you next week. + +In about two weeks we should know for sure if these buyers are going to buy +the property. I will keep you informed. + +Phillip" +"allen-p/_sent_mail/459.","Message-ID: <22701292.1075855726133.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 06:46:00 -0800 (PST) +From: ina.rangel@enron.com +To: information.management@enron.com +Subject: Mike Grigsby +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Information Risk Management +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please approve Mike Grigsby for Bloomberg. + +Thank You, +Phillip Allen" +"allen-p/_sent_mail/46.","Message-ID: <28664186.1075855379389.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 11:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com, frank.ermis@enron.com, mike.grigsby@enron.com +Subject: approved trader list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst , Frank Ermis , Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 08:10 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: approved trader list + +Enron Wholesale Services (EES Gas Desk) + +Approved Trader List: + + + +Name Title Region Basis Only + +Black, Don Vice President Any Desk + +Hewitt, Jess Director All Desks +Vanderhorst, Barry Director East, West +Shireman, Kris Director West +Des Champs, Joe Director Central +Reynolds, Roger Director West + +Migliano, Andy Manager Central +Wiltfong, Jim Manager All Desks + +Barker, Jim Sr, Specialist East +Fleming, Matt Sr. Specialist East - basis only +Tate, Paul Sr. Specialist East - basis only +Driscoll, Marde Sr. Specialist East - basis only +Arnold, Laura Sr. Specialist Central - basis only +Blaine, Jay Sr. Specialist East - basis only +Guerra, Jesus Sr. Specialist Central - basis only +Bangle, Christina Sr. Specialist East - basis only +Smith, Rhonda Sr. Specialist East - basis only +Boettcher, Amanda Sr. Specialist Central - basis only +Pendegraft, Sherry Sr. Specialist East - basis only +Ruby Robinson Specialist West - basis only +Diza, Alain Specialist East - basis only + +Monday, April 16, 2001 +Jess P. Hewitt +Revised +Approved Trader List.doc +" +"allen-p/_sent_mail/460.","Message-ID: <26738475.1075855726157.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood Phase II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/08/2001 +01:32 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/07/2001 11:41:43 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood Phase II + + + + + +---------------------- Forwarded by Andrew M Ozuna/TX/BANCONE on 03/07/2001 +01:41 PM --------------------------- + + +Andrew M Ozuna +03/06/2001 03:14 PM + +To: ""George Richards"" +cc: +Subject: Sagewood Phase II + + +George, + +Thank you for the opportunity to review your financing request for the +Sagewood +Phase II project. Upon receipt of all the requested information regarding the +project, we completed somewhat of a due diligence on the market. There are a +number of concerns which need to be addressed prior to the Bank moving forward +on the transaction. First, the pro-forma rental rates, when compared on a +Bedroom to Bedroom basis, are high relative to the market. We adjusted +pro-forma downward to match the market rates and the rates per bedroom we are +acheiving on the existing Sagewood project. Additionally, there are about +500+ +units coming on-line within the next 12 months in the City of San Marcos, +this, +we believe will causes some downward rent pressures which can have a serious +effect on an over leveraged project. We have therefore adjusted the requested +loan amount to $8,868,000. + +I have summarized our issues as follows: + +1. Pro-forma rental rates were adjusted downward to market as follows: + + Pro-Forma Bank's Adjustment + Unit Unit Rent Rent/BR Unit Rent Rent/BR + 2 BR/2.5 BA $1,150 $575 $950 $475 + 3 BR/Unit $1,530 $510 $1,250 $417 + +2. Pro-forma expenses were increased to include a $350/unit reserve for unit +turn over. + +3. A market vacancy factor of 5% was applied to Potential Gross Income (PGI). + +4. Based on the Bank's revised N.O.I. of $1,075,000, the project can support +debt in the amount of $8,868,000, and maintain our loan parameters of 1.25x +debt +coverage ratio, on a 25 year amo., and 8.60% phantom interest rate. + +5. The debt service will be approx. $874,000/year. + +6. Given the debt of $8,868,000, the Borrower will be required to provide +equity of $2,956,000, consisting of the following: + + Land - $1,121,670 + Deferred profit& Overhead $ 415,000 + Cash Equity $1,419,268 + Total $2,955,938 + +7. Equity credit for deferred profit and overhead was limited to a percentage +of +actual hard construction costs. + +(See attached file: MAPTTRA.xls) + + + + + - MAPTTRA.xls +" +"allen-p/_sent_mail/461.","Message-ID: <32606432.1075855726188.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 08:16:00 -0800 (PST) +From: phillip.allen@enron.com +To: djack@keyad.com +Subject: Re: San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Darrell Jack"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Darrell, + +Today I let the builder/developer know that I would not proceed with his +excessively high cost estimates. As he did not have the funds to take on the +land himself, he was agreeable to turning over the land to me. I would like +to proceed and develop the property. + + My thought is to compare the financing between Bank One and FHA. I would +also like to compare construction and development services between what you +can do and a local builder in San Marcos that I have been speaking with. +Making a trip to meet you and take a look at some of your projects seems to +be in order. I am trying to get the status of engineering and architectural +work to date. Once again the architect is Kipp Florres and the engineer is +Quattro Consultants out of Buda. Let me know if you have an opinion about +either. + +I look forward to working with you. Talk to you tomorrow. + +Phillip" +"allen-p/_sent_mail/462.","Message-ID: <5319717.1075855726209.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 05:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: Revised Long Range Hydro Forecast +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/07/2001 +01:00 PM --------------------------- + + +TIM HEIZENRADER +03/05/2001 09:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron +Subject: Revised Long Range Hydro Forecast + +Phillip: + +Here's a summary of our current forecast(s) for PNW hydro. Please give me a +call when you have time, and I'll explain the old BiOp / new BiOp issue. + +Tim +" +"allen-p/_sent_mail/463.","Message-ID: <19490205.1075855726231.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 04:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Here is the cost estimate and proforma prepared by George and Larry. I am +faxing the site plan, elevation, and floor plans. + + + + + +Phillip" +"allen-p/_sent_mail/464.","Message-ID: <13522220.1075855726252.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 02:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I just refaxed. Please confirm receipt" +"allen-p/_sent_mail/465.","Message-ID: <3799729.1075855726273.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 01:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I faxed you the signed amendment." +"allen-p/_sent_mail/466.","Message-ID: <7961236.1075855726295.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 10:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: djack@stic.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: djack@stic.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Daryl, + +Here is the file that includes the proforma, unit costs, and comps. This +file was prepared by the builder/developer. + + +The architect that has begun to work on the project is Kipp Flores. They are +in Austin. + +Thank you for your time this evening. Your comments were very helpful. I +appreciate you and Greg taking a look at this project. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/_sent_mail/467.","Message-ID: <22985472.1075855726316.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:55:00 -0800 (PST) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: MS 150 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I was not going to do the MS this year. Thanks for the offer though. + +All is well here. We went to Colorado last week and the kids learned to +ski. Work is same as always. +How are things going at New Power? Is there any potential? + +Phillip" +"allen-p/_sent_mail/468.","Message-ID: <4668224.1075855726338.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: FW: Cross Commodity +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Did you put Frank Hayden up to this? If this decision is up to me I would= +=20 +consider authorizing Mike G., Frank E., Keith H. and myself to trade west= +=20 +power. What do you think? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/06/2001= +=20 +10:48 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 03/05/2001 09:27 AM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: =20 +Subject: FW: Cross Commodity + + + + -----Original Message----- +From: Hayden, Frank =20 +Sent: Friday, March 02, 2001 7:01 PM +To: Presto, Kevin; Zufferli, John; McKay, Jonathan; Belden, Tim; Shively,= +=20 +Hunter; Neal, Scott; Martin, Thomas; Allen, Phillip; Arnold, John +Subject: Cross Commodity +Importance: High + + +I=01,ve been asked to provide an updated list on who is authorized to cross= +=20 +trade what commodities/products. As soon as possible, please reply to this= +=20 +email with the names of only the authorized =01&cross commodity=018 traders= + and=20 +their respective commodities. (natural gas, crude, heat, gasoline, weather,= +=20 +precip, coal, power, forex (list currency), etc..) + +Thanks, + +Frank + + +PS. Traders limited to one commodity do not need to be included on this lis= +t. + + + +" +"allen-p/_sent_mail/469.","Message-ID: <8586404.1075855726374.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 22:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have +the concerns that I had last week. Specifically that the costs of our +project are too high. I have gathered more information that support my +concerns. Based on my research, I believe the project should cost around +$10.5 million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable +to get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can +produce the same rent or sales price. There should adjustments for +location and the seasonal nature of student rental property. I recognize +that Sagewood is currently performing at occupancy and $/foot rental rates +that are closer to the appraisal and your pro formas, however, we do not +believe that the market will sustain these levels on a permanent basis. +Supply will inevitablely increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 +million. We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that +we cannot proceed with total cost estimates significantly above $10.5 +million. We would like to have a conference call Tuesday afternoon to +discuss +alternatives. + +Phillip + + + +" +"allen-p/_sent_mail/47.","Message-ID: <18008283.1075855379411.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 13:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: insurance - the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +The insurance company is: + +Central Insurance Agency, Inc +6000 N., Lamar +P.O. Box 15427 +Austin, TX 78761-5427 + +Policy #CBI420478 + +Contact: Jeanette Peterson + +(512)451-6551 + +The actual policy is signed by Vista Insurance Partners. + +Please try and schedule the appraiser for sometime after 1 p.m. so my Dad can walk him around. + +I will be out of town on Tuesday. What else do we need to get done before closing? + +Phillip" +"allen-p/_sent_mail/470.","Message-ID: <27637909.1075855726396.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 07:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com, jacquestc@aol.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com, jacquestc@aol.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com, jacquestc@aol.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have the +concerns that I had last week. Specifically that the costs of our project +are too high. I have gathered more information that support my concerns. +Based on my research, I believe the project should cost around $10.5 +million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable to +get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can produce +the same rent or sales price. There should adjustments for location and the +seasonal nature of student rental property. I recognize that Sagewood is +currently performing at occupancy and $/foot rental rates that are closer to +the appraisal and your pro formas, however, we do not believe that the market +will sustain these levels on a permanent basis. Supply will inevitablely +increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 million. +We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that we +cannot proceed with total cost estimates significantly above $10.5 million. +We would like to have a conference call tomorrow to discuss alternatives. + +Phillip + + +" +"allen-p/_sent_mail/471.","Message-ID: <16336441.1075855726417.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +01:59 PM --------------------------- + + + + From: Phillip K Allen 03/05/2001 10:37 AM + + +To: jim123@pdq.net +cc: +Subject: + + +" +"allen-p/_sent_mail/472.","Message-ID: <24210844.1075855726439.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 03:16:00 -0800 (PST) +From: phillip.allen@enron.com +To: angela.collins@enron.com +Subject: Re: Insight Hardware +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Angela Collins +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I have not received the aircard 300 yet. + +Phillip" +"allen-p/_sent_mail/473.","Message-ID: <30625995.1075855726460.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 01:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: don.black@enron.com +Subject: Re: Producer Services +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Don Black +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Don, + +I was out last week. Regarding the Montana supply, you can refer them to +Mark Whitt in Denver. + +Let me know when you want to have the other meeting. + +Also, we frequently give out quotes to mid-marketers on Fred LaGrasta's desk +or Enron marketers in New York where the customer is EES. I don't understand +why your people don't contact the desk directly. + +Phillip" +"allen-p/_sent_mail/474.","Message-ID: <6127081.1075855726482.JavaMail.evans@thyme> +Date: Sun, 4 Mar 2001 23:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +07:10 AM --------------------------- + + +liane_kucher@mcgraw-hill.com on 02/28/2001 02:14:43 PM +To: Anne.Bike@enron.com +cc: Phillip.K.Allen@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 Attachment is free from viruses. Scan Mail + + + + +Sorry, the deadline will have passed. Only Enron's deals through yesterday +will +be included in our survey. + + + + + +Anne.Bike@enron.com on 02/28/2001 04:57:52 PM + +To: Liane Kucher/Wash/Magnews@Magnews +cc: +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 + Attachment is free from viruses. Scan Mail + + + + + +We will send it out this evening after we Calc our books. Probably around +7:00 pm + +Anne + + + + +liane_kucher@mcgraw-hill.com on 02/28/2001 01:43:44 PM + +To: Anne.Bike@enron.com +cc: + +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail + + + + +Anne, +Are you planning to send today's bidweek deals soon? I just need to know +whether +to transfer everything to the data base. +Thanks, +Liane Kucher +202-383-2147 + + + + + + + + + + +" +"allen-p/_sent_mail/475.","Message-ID: <32857240.1075855726503.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 00:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: bnelson@situscos.com +Subject: San Marcos construction project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bnelson@situscos.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please find attached the pro formas for the project in San Marcos. + +Thanks again. + +" +"allen-p/_sent_mail/476.","Message-ID: <26357067.1075855726525.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here are few questions regarding the 2/16 rentroll: + +#2 Has she actually paid the $150 deposit. Her move in date was 2/6. It is +not on any rentroll that I can see. + +#9 Explain again what deposit and rent is transferring from #41 and when she +will start paying on #9 + +#15 Since he has been such a good tenant for so long. Stop trying to +collect the $95 in question. + +#33 Missed rent. Are they still there? + +#26 I see that she paid a deposit. But the file says she moved in on 1/30. +Has she ever paid rent? I can't find any on the last three deposits. + +#44 Have the paid for February? There is no payment since the beginning of +the year. + +#33 You email said they paid $140 on 1/30 plus $14 in late fees, but I don't +see that on the 1/26 or 2/2 deposit? + +The last three questions add up to over $1200 in missing rent. I need you to +figure these out immediately. + +I emailed you a new file for 2/23 and have attached the last three rentroll +in case you need to research these questions. + +I will not be in the office next week. If I can get connected you might be +able to email me at pallen70@hotmail.com. Otherwise try and work with Gary +on pressing issues. If there is an emergency you can call me at 713-410-4679. + +Phillip" +"allen-p/_sent_mail/477.","Message-ID: <31184462.1075855726546.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 08:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Genesis Plant Tour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I can take a day off the week I get back from vacation. Any day between +March 5th-9th would work but Friday or Thursday would be my preference. + +Regarding the differences in the two estimates, I don't want to waste your +time explaining the differences if the 1st forecast was very rough. The +items I listed moved dramatically. Also, some of the questions were just +clarification of what was in a number. + +Let's try and reach an agreement on the construction manager issue tomorrow +morning. + +Phillip" +"allen-p/_sent_mail/478.","Message-ID: <30587023.1075855726568.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 07:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Comparison of Estimates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The numbers on your fax don't agree to the first estimate that I am using. +Here are the two files I used. + + + + + + +Phillip" +"allen-p/_sent_mail/479.","Message-ID: <22199398.1075855726589.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 06:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Sagewood II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +02:27 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 02/21/2001 07:28:47 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood II + + + + +Phillip - + +George Richards asked that I drop you a line this morning to go over some +details on the San Marcos project. + +1. First, do you know if I am to receive a personal financial statement from +Keith? I want to make sure my credit write-up includes all the principals in +the transaction. + +2. Second, without the forward or take-out our typical Loan to Cost (LTC) +will +be in the range of 75% - 80%. The proposed Loan to Value of 75% is within the +acceptable range for a typical Multi-Family deal. Given the above pro-forma +performance on the Sagewood Townhomes, I am structuring the deal to my credit +officer as an 80% LTC. This, of course, is subject to the credit officer +signing off on the deal. + +3. The Bank can not give dollar for dollar equity credit on the Developers +deferred profit. Typically, on past deals a 10% of total project budget as +deferred profit has been acceptable. + +Thanks, + +Andrew Ozuna +Real Estate Loan Officer +210-271-8386 +## + + +" +"allen-p/_sent_mail/48.","Message-ID: <21381996.1075855686304.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com, james.steffes@enron.com, jeff.dasovich@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, stephanie.miller@enron.com, + steven.kean@enron.com, susan.mara@enron.com, + rebecca.cantrell@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay, James D Steffes, Jeff Dasovich, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Stephanie Miller, Steven J Kean, Susan J Mara, Rebecca W Cantrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + +" +"allen-p/_sent_mail/480.","Message-ID: <13563718.1075855726611.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: barry.tycholiz@enron.com +Subject: New Generation Report for January 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +11:17 AM --------------------------- + + + + From: Jeffrey Oh 02/02/2001 08:51 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Jim Gilbert/PDX/ECT@ECT, David Parquet/SF/ECT@ECT, +ccalger@enron.com, Jim Buerkle/PDX/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, +Jeffrey Oh/PDX/ECT@ECT, Todd Perry/PDX/ECT@ECT, Laird Dyer/SF/ECT@ECT, +Michael McDonald/SF/ECT@ECT, Ed Clark/PDX/ECT@ECT, Dave Fuller/PDX/ECT@ECT, +Alan Comnes/PDX/ECT@ECT, Michael Etringer/HOU/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT, Jeff Shields/PDX/ECT@ECT +cc: +Subject: New Generation Report for January 2001 + + +" +"allen-p/_sent_mail/481.","Message-ID: <30164036.1075855726632.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 03:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Comparison of Estimates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +You can fax it anytime. But I saved the spreadsheets from the previous +estimates. What will be different in the fax?" +"allen-p/_sent_mail/482.","Message-ID: <26597520.1075855726656.JavaMail.evans@thyme> +Date: Thu, 22 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: Recession Scenario Impact on Power and Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/22/2001 +08:49 AM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/21/2001 05:46 PM + + +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Louise Kitchen/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: Recession Scenario Impact on Power and Gas + + +Attached is a CERA presentation regarding recession impact. Feel free to +call in any listen to pre-recorded discussion on slides. (approx. 20mins) +CERA is forecasting some recession impact on Ca., but not enough to alleviate +problem. + +Frank + +Call in number 1-888-203-1112 +Passcode: 647083# + + + + + +" +"allen-p/_sent_mail/483.","Message-ID: <12388612.1075855726677.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 08:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +04:25 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/_sent_mail/484.","Message-ID: <10151683.1075855726699.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Weekly Status Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tomorrow is fine. Talk to you then. + +Phillip" +"allen-p/_sent_mail/485.","Message-ID: <28613426.1075855726720.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Weekly Status Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""George Richards"" on 02/21/2001 01:10:33 PM +Please respond to +To: ""Keith Holst"" , ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Weekly Status Meeting + + +Phillip and Keith, this cold of mine is getting the better of me. Would it +be possible to reschedule our meeting for tomorrow? If so, please reply to +this e-mail with a time. I am open all day, but just need to get some rest +this afternoon. + +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/_sent_mail/486.","Message-ID: <3737884.1075855726742.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: leander and the Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""Jeff Smith"" on 02/21/2001 01:24:15 PM +To: +cc: +Subject: leander and the Stage + + +Phillip, + +I spoke with AMF's broker today, and they will be satisfied with the deal if +we can get the school to agree to limit the current land use restrictions to +the terms that are in the existing agreement. They do not want the school +to come back at a later date for something different. Doug Bell will meet +with a school official on Monday to see what their thoughts are about the +subject. It would be hard for them to change the current agreement, but AMF +wants something in writing to that effect. I spoke to AMF's attorney today, +and explained the situation. They are OK with deal if AMF is satisfied. + +AMF's broker said that they will be ready to submit their site plan after +the March 29 hearing. We may close this deal in April. + +The Stage is still on go. An assumption package has been sent to the buyer, +and I have overnighted a copy of the contract and a description of the +details to Wayne McCoy. + +I will be gone Thurs. and Fri. of this week. I will be checking my +messages. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/_sent_mail/487.","Message-ID: <8729167.1075855726764.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.piazze@enron.com +Subject: Daily California Call Moved to Weekly Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Piazze +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:36 PM --------------------------- +From: James D Steffes@ENRON on 02/21/2001 12:07 PM CST +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Dan Leff/HOU/EES@EES, +David W Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don +Black/HOU/EES@EES, Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, +Eric Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg +Wolfe/HOU/ECT@ECT, Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, +Jeff Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Louise Kitchen/HOU/ECT@ECT, Marcia A +Linton/NA/Enron@Enron, Mary Schoen/NA/Enron@Enron, mday@gmssr.com, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, Mike +Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Frank/NA/Enron@Enron, Robert Johnston/HOU/ECT@ECT, Robert +Neustaedter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Sandra +McCubbin/NA/Enron@Enron, Scott Stoness/HOU/EES@EES, Shelley +Corman/Enron@EnronXGate, Steve C Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, +Steven J Kean/NA/Enron@Enron, Susan J Mara/NA/Enron, Tim Belden/HOU/ECT@ECT, +Tom Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, Wendy Conwell/NA/Enron@ENRON, +William S Bradford/HOU/ECT@ECT, Tara Piazze/NA/Enron@ENRON +cc: +Subject: Daily California Call Moved to Weekly Call + +As a reminder, the daily call on California has ended. + +We will now have a single weekly call on Monday at 10:30 am Houston time. + +Updates will be provided through e-mail as required. + +Jim Steffes +" +"allen-p/_sent_mail/488.","Message-ID: <11136284.1075855726786.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:30 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/_sent_mail/489.","Message-ID: <914083.1075855726808.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Does next Thursday at 3pm fit your schedule to go over the rockies +forecasts? I will set up a room with Kim. + +Here are some suggestions for projects for Colleen: + +1. Review and document systems and processes - The handoffs from ERMS, +TAGG, Unify, Sitara and other systems are not clearly understood by all the + parties trying to make improvements. I think I understand ERMS and +TAGG but the issues facing + scheduling in Unify are grey. + +2. Review and audit complex deals- Under the ""assume it is messed up"" +policy, existing deals could use a review and the booking of new deals need +further scrutiny. + +3. Review risk books- Is Enron accurately accounting for physical +imbalances, transport fuel, park and loan transactions? + +4. Lead trading track program- Recruit, oversee rotations, design training +courses, review progress and make cuts. + +5. Fundamentals- Liason between trading and analysts. Are we looking at +everything we should? Putting a person with a trading mentality should add + some value and direction to the group. + + +In fact there is so much work she could do that you probably need a second MD +to work part time to get it done. + +Phillip +" +"allen-p/_sent_mail/49.","Message-ID: <32810407.1075855686326.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 03:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: scott.tholan@enron.com +Subject: Enron Response to San Diego Request for Gas Price Caps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Scott Tholan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/13/2000 +11:28 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 10:17 AM CST +To: James D Steffes/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON, Susan J +Mara/NA/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Richard +Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Richard B +Sanders/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Christi L +Nicolay/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, pkaufma@enron.com, +pallen@enron.com +cc: +Subject: Enron Response to San Diego Request for Gas Price Caps + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah + + +" +"allen-p/_sent_mail/490.","Message-ID: <28626492.1075855726829.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 03:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: body.shop@enron.com +Subject: Re: FW: Change in the agroup Cycling Schedule +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Body Shop +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +The spinning bikes are so much better than the life cycles. Would you +consider placing several spinning bikes out with the other exercise equipment +and running a spinning video on the TV's. I think the equipment would be +used much more. Members could just jump on a bike and follow the video any +time of day. + +Let me know if this is possible. + +Phillip Allen +X37041" +"allen-p/_sent_mail/491.","Message-ID: <22019695.1075855726850.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 23:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: General Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +That would we very helpful. + +Thanks, + +Phillip" +"allen-p/_sent_mail/492.","Message-ID: <13192700.1075855726872.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 23:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +yes please" +"allen-p/_sent_mail/493.","Message-ID: <2033376.1075855726893.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +12:11 PM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/_sent_mail/494.","Message-ID: <16552852.1075855726915.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +11:59 AM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/_sent_mail/495.","Message-ID: <4001637.1075855726936.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 01:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: General Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jaques, + +After meeting with George and Larry, it was clear that we have different +definitions of cost and profit. Their version includes the salary of a +superintendent and a junior superintendent as hard costs equivalent to third +party subs and materials. Then there is a layer of ""construction management"" +fees of 10%. There are some small incidental cost that they listed would be +paid out of this money. But I think the majority of it is profit. Finally +the builders profit of 1.4 million. + +Keith and I were not sure whether we would be open to paying the supers out +of the cost or having them be paid out of the builders profit. After all, if +they are the builders why does there need to be two additional supervisors? +We were definitely not intending to insert an additional 10% fee in addition +to the superintendent costs. George claims that all of these costs have been +in the cost estimates that we have been using. I reviewed the estimates and +the superintendents are listed but I don't think the construction management +fee is included. + +George gave me some contracts that show how these fees are standard. I will +review and let you know what I think. + +The GP issues don't seem to be a point of contention. They are agreeable to +the 3 out 4 approval process. + +Let me know if you have opinions or sources that I can use to push for only +true costs + 1.4 million. + +Phillip +" +"allen-p/_sent_mail/496.","Message-ID: <12435301.1075855726958.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 01:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: DRAW2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Please send the latest cost estimates when you get a chance this morning. + +Phillip" +"allen-p/_sent_mail/497.","Message-ID: <23109123.1075855726979.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 00:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeanie.slone@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: Jeanie Slone +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeanie, + +Lavorato called me into his office to question me about my inquiries into +part time. Nice confidentiality. Since I have already gotten the grief, it +would be nice to get some useful information. What did you find out about +part time, leave of absences, and sabbaticals? My interest is for 2002. + +Phillip" +"allen-p/_sent_mail/498.","Message-ID: <2496586.1075855727003.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: DRAW2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:44 PM --------------------------- + + +""George Richards"" on 02/15/2001 05:23:35 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: DRAW2.xls + + +Enclosed is a copy of one of the draws submitted to Bank One for a prior +job. + +George W. Richards +Creekside Builders, LLC + + + - DRAW2.xls +" +"allen-p/_sent_mail/499.","Message-ID: <17085123.1075855727024.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:42 PM --------------------------- + + +""Jeff Smith"" on 02/16/2001 07:24:59 AM +To: +cc: +Subject: RE: + + +Here is what you need to bring. + +Updated rent roll + +Inventory of all personal property including window units. + +Copies of all leases ( we can make these available at the office) + +A copy of the note and deed of trust + +Any service, maintenance and management agreements + +Any environmental studies? + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Friday, February 16, 2001 8:53 AM +> To: jsmith@austintx.com +> Subject: RE: +> +> +> Jeff, +> +> Here is the application from SPB. I guess they want to use the same form +> as a new loan application. I have a call in to Lee O'Donnell to try to +> find out if there is a shorter form. What do I need to be +> providing to the +> buyer according to the contract. I was planning on bringing a copy of the +> survey and a rentroll including deposits on Monday. Please let me know +> this morning what else I should be putting together. +> +> +> Phillip +> +> +> ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +> 08:47 AM --------------------------- +> +> +> ""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +> +> To: ""'Phillip.K.Allen@enron.com'"" +> cc: +> Subject: RE: +> +> +> I was told that you were faxed the loan application. I will send +> attachment +> for a backup. Also, you will need to provide a current rent roll and 1999 +> & +> 2000 operating history (income & expense). +> +> Call me if you need some help. +> +> Thanks +> +> Lee O'Donnell +> +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Thursday, February 15, 2001 11:34 AM +> To: lodonnell@spbank.com +> Subject: +> +> +> Lee, +> +> My fax number is 713-646-2391. Please fax me a loan application +> that I can +> pass on to the buyer. +> +> Phillip Allen +> pallen@enron.com +> 713-853-7041 +> +> +> (See attached file: Copy of Loan App.tif) +> (See attached file: Copy of Multifamily forms) +> +> + +" +"allen-p/_sent_mail/5.","Message-ID: <23936138.1075855378263.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 17:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +The west desk would like 2 analysts." +"allen-p/_sent_mail/50.","Message-ID: <10990186.1075855686348.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com +Subject: Talking points about California Gas market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Christy, + + I read these points and they definitely need some touch up. I don't +understand why we need to give our commentary on why prices are so high in +California. This subject has already gotten so much press. + +Phillip + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/12/2000 +12:01 PM --------------------------- +From: Leslie Lawner@ENRON on 12/12/2000 11:56 AM CST +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + +" +"allen-p/_sent_mail/500.","Message-ID: <24392497.1075855727047.JavaMail.evans@thyme> +Date: Sat, 17 Feb 2001 06:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: MAI Appraisal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would like to have a copy of the appraisal. See you Monday at 2. + +Phillip" +"allen-p/_sent_mail/501.","Message-ID: <30212818.1075855727068.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 02:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrew_m_ozuna@mail.bankone.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: andrew_m_ozuna@mail.bankone.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrew, + +Here is an asset statement. I will mail my 98 & 99 Tax returns plus a 2000 +W2. Is this sufficient? + + + +Phillip Allen +713-853-7041 wk +713-463-8626 home" +"allen-p/_sent_mail/502.","Message-ID: <7614482.1075855727089.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 01:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: lodonnell@spbank.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""O'Donnell, Lee (SPB)"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lee, + +Can you provide me with a copy of the original loan and a copy of the +original appraisal. + +My fax number is 713-646-2391 + +Mailing address: 8855 Merlin Ct, Houston, TX 77055 + +Thank you, + +Phillip Allen" +"allen-p/_sent_mail/503.","Message-ID: <33551655.1075855727111.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 00:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is the application from SPB. I guess they want to use the same form as +a new loan application. I have a call in to Lee O'Donnell to try to find out +if there is a shorter form. What do I need to be providing to the buyer +according to the contract. I was planning on bringing a copy of the survey +and a rentroll including deposits on Monday. Please let me know this morning +what else I should be putting together. + + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +08:47 AM --------------------------- + + +""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +To: ""'Phillip.K.Allen@enron.com'"" +cc: +Subject: RE: + + +I was told that you were faxed the loan application. I will send attachment +for a backup. Also, you will need to provide a current rent roll and 1999 & +2000 operating history (income & expense). + +Call me if you need some help. + +Thanks + +Lee O'Donnell + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, February 15, 2001 11:34 AM +To: lodonnell@spbank.com +Subject: + + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041 + + + - Copy of Loan App.tif + - Copy of Multifamily forms +" +"allen-p/_sent_mail/504.","Message-ID: <20450268.1075855727132.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: johnny.palmer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Johnny.palmer@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Forward Reg Dickson's resume to Ted Bland for consideration for the trading +track program. He is overqualified and I'm sure too expensive to fill the +scheduling position I have available. I will work with Cournie Parker to +evaluate the other resumes. + +Phillip" +"allen-p/_sent_mail/505.","Message-ID: <9615600.1075855727155.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:13:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + +" +"allen-p/_sent_mail/506.","Message-ID: <11260519.1075855727177.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: lodonnell@spbank.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: lodonnell@spbank.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/_sent_mail/507.","Message-ID: <8560096.1075855727198.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the 2/2 rentroll. The total does not equal the bank deposit. Your +earlier response answered the questions for #3,11,15,20a, and 35. + +But the deposit was $495 more than the rentroll adds up to. If the answer to +this question lies in apartment 1,13, and 14, can you update this file and +send it back. + +Now I am going to work on a rentroll for this Friday. I will probably send +you some questions about the 2/9 rentroll. Let's get this stuff clean today. + +Phillip" +"allen-p/_sent_mail/508.","Message-ID: <21697210.1075855727219.JavaMail.evans@thyme> +Date: Wed, 14 Feb 2001 03:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +no. I am on msn messenger." +"allen-p/_sent_mail/509.","Message-ID: <29007388.1075855727242.JavaMail.evans@thyme> +Date: Wed, 14 Feb 2001 00:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: CERA Analysis - California +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/14/2001 +08:23 AM --------------------------- + + +Robert Neustaedter@ENRON_DEVELOPMENT +02/13/2001 02:51 PM +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Cynthia +Sandherr/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, David W +Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, +Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, Eric +Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg Wolfe/HOU/ECT@ECT, +Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, Jeff +Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, JKLAUBER@LLGM.COM, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Marcia A Linton/NA/Enron@Enron, Mary +Schoen/NA/Enron@Enron, mday@gmssr.com, Margaret Carson/Corp/Enron@ENRON, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, mday@gmssr.com, +Mike Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Johnston/HOU/ECT@ECT, Sandra McCubbin/NA/Enron@Enron, Scott +Stoness/HOU/EES@EES, Shelley Corman/Enron@EnronXGate, Steve C +Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, +Susan J Mara/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tom +Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron +cc: +Subject: CERA Analysis - California + +As discussed in the California conference call this morning, I have prepared +a bullet-point summary of the CERA Special Report titled Beyond the +California Power Crisis: Impact, Solutions, and Lessons.If you have any +questions, my phone number is 713 853-3170. + +Robert + + +" +"allen-p/_sent_mail/51.","Message-ID: <28471126.1075855686369.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 06:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: Re: (No Subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + The kids are into typical toys and games. Justin likes power +ranger stuff. Kelsey really likes art. Books would also be good. + + We are spending Christmas in Houston with Heather's sister. We +are planning to come to San Marcos for New Years. + + How long will you stay? what are your plans? Email me with +latest happenings with you in the big city. + +keith" +"allen-p/_sent_mail/510.","Message-ID: <14827815.1075855727263.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 05:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Re: Great Web Site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the website. " +"allen-p/_sent_mail/511.","Message-ID: <2320619.1075855727285.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 05:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: EXTRINSIC VALUE WORKSHEET +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + +I checked the transport model and found the following extrinsic values on +January 2nd versus February 11: + + 1/2 2/11 + +Stanfield to Malin 209 81 + +SJ/Perm. to Socal 896 251 + +Sj to Socal 2747 768 + +PGE/Top to Citygate 51 3 + +PGE/Top to KRS 16 4 + +SJ to Valero 916 927 + + +If these numbers are correct, then we haven't increased the extrinsic value +since the beginning of the year. Can you confirm that I am looking at the +right numbers? + + +Phillip" +"allen-p/_sent_mail/512.","Message-ID: <12404596.1075855727306.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: mark.whitt@enron.com +Subject: Re: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: MARK.WHITT@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +12:18 PM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: AEC Volumes at OPAL + + +" +"allen-p/_sent_mail/513.","Message-ID: <10371658.1075855727327.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:57 AM --------------------------- +From: Mark Whitt@ENRON on 02/08/2001 03:44 PM MST +Sent by: Mark Whitt@ENRON +To: Phillip K Allen/HOU/ECT@ECT +cc: Barry Tycholiz/NA/Enron@ENRON, Paul T Lucci/NA/Enron@Enron +Subject: AEC Volumes at OPAL + +Phillip these are the volumes that AEC is considering selling at Opal over +the next five years. The structure they are looking for is a firm physical +sale at a NYMEX related price. There is a very good chance that they will do +this all with one party. We are definitely being considered as that party. +Given what we have seen in the marketplace they may be one of the few +producers willing to sell long dated physical gas for size into Kern River. + +What would be your bid for this gas? + + +----- Forwarded by Mark Whitt/NA/Enron on 02/08/2001 03:13 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/08/2001 03:12 PM + + To: Mark Whitt/NA/Enron@Enron + cc: + Subject: AEC Volumes at OPAL + + +" +"allen-p/_sent_mail/514.","Message-ID: <1187361.1075855727349.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: California Gas Demand Growth +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:09 AM --------------------------- +From: Mark Whitt@ENRON on 02/09/2001 03:38 PM MST +Sent by: Mark Whitt@ENRON +To: Barry Tycholiz/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Paul T Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, +Stephanie Miller/Corp/Enron@ENRON +cc: +Subject: California Gas Demand Growth + +This should probably be researched further. If they can really build this +many plants it could have a huge impact on the Cal border basis. Obviously +it is dependent on what capacity is added on Kern, PGT and TW but it is hard +to envision enough subscriptions to meet this demand. Even if it is +subscribed it will take 18 months to 2 years to build new pipe therefore the +El Paso 1.2 Bcf/d could be even more valuable. + + +Mark + + +----- Forwarded by Mark Whitt/NA/Enron on 02/09/2001 03:04 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/09/2001 09:26 AM + + To: Barry Tycholiz/NA/Enron@ENRON, Mark Whitt/NA/Enron@Enron, Paul T +Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT + cc: + Subject: California Gas Demand Growth + + + + +If you wish to run sensitivities to heat rate and daily dispatch, I have +attached the spreadsheet below. + + +Tyrell +303 575 6478 + +" +"allen-p/_sent_mail/515.","Message-ID: <24660010.1075855727371.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 06:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a draft of a memo we should distribute to the units that are subject +to caps. I wrote it as if it were from you. It should come from the manager. + +It is very important that we tell new tenants what the utility cap for there +unit is when they move in. This needs to be written in on their lease. + +When you have to talk to a tenant complaining about the overages emphasize +that it is only during the peak months and it is already warming up. + +Have my Dad read the memo before you put it out. You guys can make changes +if you need to. + + + + + +Next week we need to take inventory of all air conditioners and +refrigerators. We have to get this done next week. I will email you a form +to use to record serial numbers. The prospective buyers want this +information plus we need it for our records. Something to look forward to. + +It is 2 PM and I have to leave the office. Please have my Dad call me with +the information about the units at home 713-463-8626. He will know what I +mean. + +Talk to you later, + +Phillip" +"allen-p/_sent_mail/516.","Message-ID: <29999681.1075855727393.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 01:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2001 +09:26 AM --------------------------- + + +""Jeff Smith"" on 02/08/2001 07:08:03 PM +To: +cc: +Subject: the stage + + +I am sending the Dr. a contract for Monday delivery. He is offering +$739,000 with $73,900 down. + +He wants us to finish the work on the units that are being renovated now. +We need to specify those units in the contract. We also need to specify the +units that have not been remodeled. I think he will be a good buyer. He is +a local with plenty of cash. Call me after you get this message. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/_sent_mail/517.","Message-ID: <15750660.1075855727415.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 23:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll for this Friday. Sorry it is so late. + + + +There are a few problems with the rentroll from 2/2. + +1. I know you mentioned the deposit would be 5360.65 which is what the bank +is showing, but the rentroll only adds up to 4865. The missing money on the +spreadsheet is probably the answer to my other questions below. + +2. #1 Did he pay the rent he missed on 1/26? + +3. #3 Did he miss rent on 1/26 and 2/2? + +4. #11 Missed on 2/2? + +5. #13 Missed on 1/26? + +6. #14 missed on 2/2? + +7. #15 missed on 2/2 and has not paid the 95 from 1/19? + +8. #20a missed on 2/2? + +9. #35 missed on 2/2? + +My guess is some of these were paid but not recorded on the 2/2 rentroll. +You may have sent me a message over the ""chat"" line that I don't remember on +some of these. I just want to get the final rentroll to tie exactly to the +bank deposit. + +Will have some time today to work on a utility letter. Tried to call Wade +last night at 5:30 but couldn't reach him. Will try again today. + +I believe that a doctor from Seguin is going to make an offer. Did you meet +them? If so, what did you think? + +Phillip" +"allen-p/_sent_mail/518.","Message-ID: <10432634.1075855727436.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 06:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: stage coach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will email you an updated operating statement with Nov and Dec tomorrow +morning. What did the seguin doctor think of the place. + +How much could I get the stagecoach appraised for? Do you still do +appraisals? Could it be valued on an 11 or 12 cap?" +"allen-p/_sent_mail/519.","Message-ID: <19379347.1075855727458.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 01:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Can you draft the partnership agreement and the construction contract? + +The key business points are: + +1. Investment is a loan with prime + 1% rate + +2. Construction contract is cost plus $1.4 Million + +3. The investors' loan is repaid before any construction profit is paid. + +4. All parties are GP's but 3 out 4 votes needed for major decisions? + +5. 60/40 split favoring the investors. + +With regard to the construction contract, we are concerned about getting a +solid line by line cost estimate and clearly defining what constitutes +costs. Then we need a mechanism to track the actual expenses. Keith and I +would like to oversee the bookkeeping. The builders would be requred to fax +all invoices within 48 hours. We also would want online access to the +checking account of the partnership so we could see if checks were clearing +but invoices were not being submitted. + +Let me know if you can draft these agreements. The GP issue may need some +tweaking. + +Phillip Allen +713-853-7041 +pallen@enron.com + +" +"allen-p/_sent_mail/52.","Message-ID: <28016423.1075855686391.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a final 12/01 rentroll for you to save. My only questions are: + +1. Neil Moreno in #21-he paid $120 on 11/24, but did not pay anything on +12/01. Even if he wants to swich to bi-weekly, he needs to pay at the +beginning + of the two week period. What is going on? + +2. Gilbert in #27-is he just late? + + +Here is a file for 12/08." +"allen-p/_sent_mail/520.","Message-ID: <29376329.1075855727480.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/07/2001 +07:14 AM --------------------------- + + +Susan J Mara@ENRON +02/06/2001 04:12 PM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, mpalmer@enron.com, Neil +Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Paula +Warren/HOU/EES@EES, Richard L Zdunkewicz/HOU/EES@EES, Richard +Leibert/HOU/EES@EES, Richard Shapiro/NA/Enron@ENRON, Rita +Hennessy/NA/Enron@ENRON, Robert Badeer/HOU/ECT@ECT, Rosalinda +Tijerina/HOU/EES@EES, Sandra McCubbin/NA/Enron@ENRON, Sarah +Novosel/Corp/Enron@ENRON, Scott Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Sharon Dick/HOU/EES@EES, skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya +Leslie/HOU/EES@EES, Tasha Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri +Greenlee/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, +William S Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, +Richard B Sanders/HOU/ECT@ECT, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, dwatkiss@bracepatt.com, +rcarroll@bracepatt.com, Donna Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, +Kathryn Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Ren, Lazure/Western Region/The Bentley +Company@Exchange, Michael Tribolet/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, jklauber@llgm.com, Tamara +Johnson/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Dirk vanUlden/Western Region/The Bentley +Company@Exchange, Steve Walker/SFO/EES@EES, James Wright/Western Region/The +Bentley Company@Exchange, Mike D Smith/HOU/EES@EES, Richard +Shapiro/NA/Enron@Enron +cc: +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! + +Here is a link to the governor's press release. He is billing it as 5,000 MW +of contracts, but then he says that there is only 500 available immediately. +WIth the remainder available from 3 to 10 years. + + +http://www.governor.ca.gov/state/govsite/gov_htmldisplay.jsp?BV_SessionID=@@@@ +1673762879.0981503886@@@@&BV_EngineID=falkdgkgfmhbemfcfkmchcng.0&sCatTitle=Pre +ss+Release&sFilePath=/govsite/press_release/2001_02/20010206_PR01049_longtermc +ontracts.html&sTitle=GOVERNOR+DAVIS+ANNOUNCES+LONG+TERM+POWER+SUPPLY&iOID=1325 +0 +" +"allen-p/_sent_mail/521.","Message-ID: <8058476.1075855727502.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 06:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Smeltering +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/06/2001 +02:12 PM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/06/2001 12:06 PM + + +To: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Kevin M Presto/HOU/ECT@ECT +cc: LaCrecia Davenport/Corp/Enron@Enron, Bharat Khanna/NA/Enron@Enron +Subject: Smeltering + + +Below are some articles relating to aluminum, power and gas prices. Thought +it would be of interest. +Frank + +--- +---------------------- Forwarded by Michael Pitt/EU/Enron on 06/02/2001 17:00 +--------------------------- + + +Rohan Ziegelaar +30/01/2001 13:45 +To: Lloyd Fleming/LON/ECT@ECT, Andreas Barschkis/EU/Enron@Enron, Michael +Pitt/EU/Enron@Enron +cc: + +Subject: + + + + + + +" +"allen-p/_sent_mail/522.","Message-ID: <13122582.1075855727523.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: bridgette.anderson@enron.com +Subject: Re: Listing of Desk Directors +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bridgette Anderson +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send it to Ina Rangel she can forward it to appropriate traders. There are +too many to list individually" +"allen-p/_sent_mail/523.","Message-ID: <31512086.1075855727545.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +My target is to get $225 back out of the stage. Therefore, I could take a +sales price of $740K and carry a second note of $210K. This would still only +require $75K cash from the buyer. After broker fees and a title policy, I +would net around $20K cash. + +You can go ahead and negotiate with the buyer and strike the deal at $740 or +higher with the terms described in the 1st email. Do you want to give the +New Braunfels buyer a quick look at the deal. + + +Phillip" +"allen-p/_sent_mail/524.","Message-ID: <485202.1075855727566.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +I am not willing to guarantee to refinance the 1st lien on the stage in 4 +years and drop the rate on both notes at that point to 8%. There are several +reasons that I won't commit to this. Exposure to interest fluctuations, the +large cash reserves needed, and the limited financial resources of the buyer +are the three biggest concerns. + +What I am willing to do is lower the second note to 8% amortized over the +buyers choice of terms up to 30 years. The existing note does not come due +until September 2009. That is a long time. The buyer may have sold the +property. Interest rates may be lower. I am bending over backwards to make +the deal work with such an attractive second note. Guaranteeing to refinance +is pushing too far. + +Can you clarify the dates in the contract. Is the effective date the day the +earnest money is receipted or is it once the feasibility study is complete? + +Hopefully the buyer can live with these terms. I got your fax from the New +Braunfels buyer. If we can't come to terms with the first buyer I will get +started on the list. + +Email or call me later today. + +Phillip + + +" +"allen-p/_sent_mail/525.","Message-ID: <1069607.1075855727588.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 09:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: susan.scott@enron.com +Subject: Re: Pipe Options Book Admin Role +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan, + +Raised your issue to Sally Beck. Larry is going to spend time with you to +see if he can live without any reports. Also some IT help should be on the +way. + +Phillip" +"allen-p/_sent_mail/526.","Message-ID: <25264262.1075855727610.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/05/2001 +08:45 AM --------------------------- + + +Jeffrey C Gossett +02/02/2001 09:48 PM +To: Larry May/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: re: book admin for Pipe/Gas daily option book + +When we meet, I would like to address the following issues: + +1.) I had at least 5 people here past midnight on both nights and I have +several people who have not left before 10:30 this week. +2.) It is my understanding that Susan was still booking new day deals on +Thursday night at 8:30 b/c she did not get deal tickets from the trading +floor until after 5:00 p.m. +3.) It is also my understanding that Susan is done with the p&l and +benchmark part of her book often times by 6:00, but that what keeps her here +late is usually running numerous extra models and spreadsheets. (One +suggestion might be a permanent IT person on this book.) (This was also my +understanding from Kyle Etter, who has left the company.) + +I would like to get this resolved as soon as possible so that Larry can get +the information that he needs to be effective and so that we can run books +like this and not lose good people. + +Thanks + + + + +Larry May@ENRON +02/02/2001 02:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry + + + +" +"allen-p/_sent_mail/527.","Message-ID: <18678820.1075855727632.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +04:43 PM --------------------------- + + + + From: Phillip K Allen 02/02/2001 02:40 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + + + +" +"allen-p/_sent_mail/528.","Message-ID: <33220990.1075855727655.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + +" +"allen-p/_sent_mail/529.","Message-ID: <32994070.1075855727676.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: final business points +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:43 PM --------------------------- + + + + From: Phillip K Allen 01/31/2001 01:23 PM + + +To: cbpres@austin.rr.com +cc: llewter@austin.rr.com +Subject: + + +" +"allen-p/_sent_mail/53.","Message-ID: <2678637.1075855686416.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ + Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula + tors Visit AES,Dynegy Off-Line Power Plants +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/07/2000 +09:08 AM --------------------------- + + +Jeff Richter +12/07/2000 06:31 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 12/07/2000 08:38 +AM --------------------------- + + +Carla Hoffman +12/07/2000 06:19 AM +To: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Jeff +Richter/HOU/ECT@ECT, Phillip Platter/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, +Diana Scholtes/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Mark Guzman/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Carla Hoffman/PDX/ECT on 12/07/2000 06:29 +AM --------------------------- + + Enron Capital & Trade Resources Corp. + + From: ""Pergher, Gunther"" + 12/07/2000 06:11 AM + + +To: undisclosed-recipients:; +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +13:18 GMT 7 December 2000 DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts +Wed -Sources +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--The California Independent System Operator paid +about $10 million Wednesday for 1,000 megawatts of power from Powerex and +still faced a massive deficit that threatened electricity reliability in the +state, high-ranking market sources familiar with the ISO's operation told +Dow Jones Newswires. +But the ISO fell short of ordering rolling blackouts Wednesday for the third +consecutive day. +The ISO wouldn't comment on the transactions, saying it is sensitive market +information. But sources said Powerex, a subsidiary of British Columbia +Hydro & Power Authority (X.BCH), is the only energy company in the Northwest +region with an abundant supply of electricity to spare and the ISO paid +about $900 a megawatt-hour from the early afternoon through the evening. +But that still wasn't enough juice. +The Los Angeles Department of Water and Power sold the ISO 1,200 megawatts +of power later in the day at the wholesale electricity price cap rate of +$250/MWh. The LADWP, which is not governed by the ISO, needs 3,800 megawatts +of power to serve its customers. It is free sell power instate above the +$250/MWh price cap. +The LADWP has been very vocal about the amount of power it has to spare. The +municipal utility has also reaped huge profits by selling its excess power +into the grid when supply is tight and prices are high. However, the LADWP +is named as a defendant in a civil lawsuit alleging price gouging. The suit +claims the LADWP sells some of its power it gets from the federal Bonneville +Power Administration, which sells hydropower at cheap rates, back into the +market at prices 10 times higher. +Powerex officials wouldn't comment on the ISO power sale, saying all +transactions are proprietary. But the company also sold the ISO 1,000 +megawatts Tuesday - minutes before the ISO was to declare rolling blackouts +- for $1,100 a megawatt-hour, market sources said. +The ISO, whose main job is to keep electricity flowing throughout the state +no matter what the cost, started the day with a stage-two power emergency, +which means its operating reserves fell to less than 5%. The ISO is having +to compete with investor-owned utilities in the Northwest that are willing +to pay higher prices for power in a region where there are no price caps. +The ISO warned federal regulators, generators and utilities Wednesday during +a conference call that it would call a stage-three power emergency +Wednesday, but wouldn't order rolling blackouts. A stage three is declared +when the ISO's operating reserves fall to less than 1.5% and power is +interrupted on a statewide basis to keep the grid from collapsing. +But ISO spokesman Patrick Dorinson said it would call a stage three only as +a means of attracting additional electricity resources. +""In order to line up (more power) we have to be in a dire situation,"" +Dorinson said. +Edison International unit (EIX) Southern California Edison, Sempra Energy +unit (SRE) San Diego Gas & Electric, PG&E Corp. (PCG) unit Pacific Gas & +Electric and several municipal utilities in the state will share the cost of +the high-priced power. +SoCal Edison and PG&E are facing a debt of more than $6 billion due to high +wholesale electricity costs. The utilities debt this week could grow by +nearly $1 billion, analysts said. It's still unclear whether retail +customers will be forced to pay for the debt through higher electricity +rates or if companies will absorb the costs. +-By Jason Leopold, Dow Jones Newswires; 323-658-3874; +jason.leopold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1318GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 DJ Calif ISO, PUC Inspect Off-line Duke South Bay +Pwr Plant +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--Representatives of the California Independent +System Operator and Public Utilities Commission inspected Duke Energy +Corp.'s (DUK) off-line 700-MW South Bay Power Plant in Chula Vista, Calif., +Wednesday morning, a Duke spokesman said. +The ISO and PUC have been inspecting all off-line power plants in the state +since Tuesday evening to verify that those plants are shut down for the +reasons generators say they are, ISO spokesman Pat Dorinson said. +About 11,000 MW of power has been off the state's power grid since Monday, +7,000 MW of which is off-line for unplanned maintenance, according to the +ISO. +The ISO manages grid reliability. +As previously reported, the ISO told utilities and the Federal Energy +Regulatory Commission Wednesday that it would call a stage three power alert +at 5 PM PST (0100 GMT Thursday), meaning power reserves in the state would +dip below 1.5% and rolling blackouts could be implemented to avoid grid +collapse. However, the ISO said the action wouldn't result in rolling +blackouts. +The ISO and PUC also inspected Tuesday plants owned by Dynegy Inc (DYN), +Reliant Energy Inc. (REI) and Southern Energy Inc (SOE). +Duke's 1,500-MW Moss Landing plant was also inspected by PUC representatives +in June, when some units were off-line for repairs, the Duke spokesman said. + + + -By Jessica Berthold, Dow Jones Newswires; 323-658-3872; +jessica.berthold@dowjones.com + +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 =DJ Calif Regulators Visit AES,Dynegy Off-Line +Power Plants +(This article was originally published Wednesday) + + By Jessica Berthold + Of DOW JONES NEWSWIRES + +LOS ANGELES (Dow Jones)--AES Corp. (AES) and Dynegy Inc. (DYN) said +Wednesday that representatives of California power officials had stopped by +some of their power plants to verify that they were off line for legitimate +reasons. +The California Independent System Operator, which manages the state's power +grid and one of its wholesale power markets, and the California Public +Utilities Commission began on-site inspections Tuesday night of all power +plants in the state reporting that unplanned outages have forced shutdowns, +ISO spokesman Pat Dorinson said. +The state has had 11,000 MW off the grid since Monday, 7,000 MW for +unplanned maintenance. The ISO Wednesday called a Stage 2 power emergency +for the third consecutive day, meaning power reserves were below 5% and +customers who agreed to cut power in exchange for reduced rates may be +called on to do so. +As reported earlier, Reliant Energy (REI) and Southern Energy Inc. (SOE) +said they had been visited by representatives of the ISO and PUC Tuesday +evening. +Representatives of the two organizations also visited plants owned by AES +and Dynegy Tuesday evening. +AES told the visitors they couldn't perform an unannounced full inspection +of the company's 450-megawatt Huntington Beach power station until Wednesday +morning, when the plant's full staff would be present, AES spokesman Aaron +Thomas said. +Thomas, as well as an ISO spokesman, didn't know whether the representatives +returned Wednesday for a full inspection. + + AES Units Down Due To Expired Emissions Credits + +The Huntington Beach facility and units at two other AES facilities have +used up their nitrogen oxide, or NOx, emission credits. They were taken down +two weeks ago in response to a request by the South Coast Air Quality +Management District to stay off line until emissions controls are deployed, +Thomas said. +AES has about 2,000 MW, or half its maximum output, off line. The entire +Huntington plant is off line, as is 1,500 MW worth of units at its Alamitos +and Redondo Beach plants. +The ISO has asked AES to return its off line plants to operations, but AES +has refused because it is concerned the air quality district will fine the +company $20 million for polluting. +""We'd be happy to put our units back, provided we don't get sued for it,"" +Thomas said. ""It's not clear to us that the ISO trumps the air quality +district's"" authority. +As reported, a spokesman for the air quality district said Tuesday that AES +could have elected to buy more emission credits so that it could run its off +line plants in case of power emergencies, but choose not to do so. + + Dynegy's El Segundo Plant Also Visited By PUC + +Dynegy Inc. (DYN) said the PUC visited its 1,200 MW El Segundo plant Tuesday +evening, where two of the four units, about 600 MW worth, were off line +Wednesday. +""I guess our position is, 'Gee, we're sorry you don't believe us, but if you +need to come and take a look for yourself, that's fine,'"" said Dynegy +spokesman Lynn Lednicky. +Lednicky said one of the two units was off line for planned maintenance and +the other for unplanned maintenance on boiler feedwater pumps, which could +pose a safety hazard if not repaired. +""We've been doing all we can to get back in service,"" Lednicky said. ""We +even paid to have some specialized equipment expedited."" +Lednicky added that the PUC seemed satisfied with Dynegy's explanation of +why its units were off line. +-By Jessica Berthold, Dow Jones Newswires; 323-658-3872, +jessica.berthold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc + + +G_nther A. Pergher +Senior Analyst +Dow Jones & Company Inc. +Tel. 609.520.7067 +Fax. 609.452.3531 + +The information transmitted is intended only for the person or entity to +which it is addressed and may contain confidential and/or privileged +material. Any review, retransmission, dissemination or other use of, or +taking of any action in reliance upon, this information by persons or +entities other than the intended recipient is prohibited. If you received +this in error, please contact the sender and delete the material from any +computer. + + + + + + +" +"allen-p/_sent_mail/530.","Message-ID: <10803333.1075855727698.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would like to go to this meeting. Can you arrange it? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:00 PM --------------------------- + + +Larry May@ENRON +02/02/2001 12:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry +" +"allen-p/_sent_mail/531.","Message-ID: <8597030.1075855727720.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 06:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com, sally.beck@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett, Sally Beck +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan hours are out of hand. We need to find a solution. Let's meet on +Monday to assess the issue + +Phillip" +"allen-p/_sent_mail/532.","Message-ID: <4908014.1075855727741.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 06:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Phillip Allen Response on Partnership Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Got your email. I will let Jacques know. I guess we can work out the finer +points next week. The bank here in Houston is dealing with their auditors +this week, so unfortunately I did not hear from them this week. The are +promising to have some feedback by Monday. I will let you know as soon as I +hear from them. + +Phillip" +"allen-p/_sent_mail/533.","Message-ID: <12197480.1075855727763.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 05:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: info@geoswan.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: info@geoswan.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The probability of building a house this year is increasing. I have shifted +to a slightly different plan. There were too many design items that I could +not work out in the plan we discussed previously. Now, I am leaning more +towards a plan with two wings and a covered courtyard in the center. One +wing would have a living/dining kitchen plus master bedroom downstairs with 3 +kid bedrooms + a laundry room upstairs. The other wing would have a garage + +guestroom downstairs with a game room + office/exercise room upstairs. This +plan still has the same number of rooms as the other plan but with the +courtyard and pool in the center this plan should promote more outdoor +living. I am planning to orient the house so that the garage faces the west. + The center courtyard would be covered with a metal roof with some fiberglass +skylights supported by metal posts. I am envisioning the two wings to have +single slope roofs that are not connected to the center building. + +I don't know if you can imagine the house I am trying to describe. I would +like to come and visit you again this month. If it would work for you, I +would like to drive up on Sunday afternoon on Feb. 18 around 2 or 3 pm. I +would like to see the progress on the house we looked at and tour the one we +didn't have time for. I can bring more detailed drawings of my new plan. + +Call or email to let me know if this would work for you. +pallen70@hotmail.com or 713-463-8626(home), 713-853-7041(work) + + +Phillip Allen + + +PS. Channel 2 in Houston ran a story yesterday (Feb. 2) about a home in +Kingwood that had a poisonous strain of mold growing in the walls. You +should try their website or call the station to get the full story. It would +makes a good case for breathable walls." +"allen-p/_sent_mail/534.","Message-ID: <19028195.1075855727784.JavaMail.evans@thyme> +Date: Thu, 1 Feb 2001 04:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Re: web site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +8500????? That's twice as valuable as your car! Can't you get a used one +for $3000?" +"allen-p/_sent_mail/535.","Message-ID: <33141543.1075855727805.JavaMail.evans@thyme> +Date: Thu, 1 Feb 2001 03:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Re: web site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nice. how much? + +Are you trying to keep the economy going?" +"allen-p/_sent_mail/536.","Message-ID: <6350401.1075855727827.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: 8774820206@pagenetmessage.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: 8774820206@pagenetmessage.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Testing. Sell low and buy high +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001 +04:51 PM --------------------------- + + + + From: Phillip K Allen 01/12/2001 08:58 AM + + +To: 8774820206@pagenetmessage.net +cc: +Subject: + +testing +" +"allen-p/_sent_mail/537.","Message-ID: <28100361.1075855727849.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Before you write off the stage, a few things to think about. + +1. Operating expenses include $22,000 of materials for maintenance and +repairs. Plus having a full time onsite maintenance man means no extra labor +cost for repairs. There are only 44 units a lot of his time is spent on +repairs. + +2. What is an outside management firm going to do? A full time onsite +manager is all that is required. As I mentioned the prior manager has +interest in returning. Another alternative would be to hire a male manager +that could do more make readies and lawn care. If you turn it over to a +management company you could surely reduce the cost of a full time manager +onsite. + +3. Considering #1 & #2 $115,000 NOI is not necessarily overstated. If you +want to be ultra conservative use $100,000 at the lowest. + +4. Getting cash out is not a priority to me. So I am willing to structure +this deal with minimum cash. A 10% note actually attractive. See below. + +My job just doesn't give me the time to manage this property. This property +definitely requires some time but it has the return to justify the effort. + + +Sales Price 705,000 + +1st Lien 473,500 + +2nd Lien 225,000 + +Transfer fee 7,500 + +Cash required 14,500 + + +NOI 100,000 + +1st Lien 47,292 + +2nd Lien 23,694 + +Cash flow 29,014 + +Cash on cash 200% + + +These numbers are using the conservative NOI, if it comes in at $115K then +cash on cash return would be more like 300%. This doesn't reflect the +additional profit opportunity of selling the property in the next few years +for a higher price. + +Do you want to reconsider? Let me know. + +Phillip +" +"allen-p/_sent_mail/538.","Message-ID: <4137934.1075855727873.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 23:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on + Edison +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001= +=20 +07:12 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 10:10 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly=20 +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol= +=20 +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT,= +=20 +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H=20 +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES,=20 +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy=20 +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward=20 +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES,= +=20 +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W=20 +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger=20 +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G=20 +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EE= +S,=20 +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James=20 +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EE= +S,=20 +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe=20 +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy=20 +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevi= +n=20 +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES,= +=20 +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EE= +S,=20 +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael=20 +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES= +,=20 +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul=20 +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L=20 +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard=20 +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert=20 +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES,= +=20 +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott=20 +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES,=20 +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tas= +ha=20 +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Ti= +m=20 +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES,=20 +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S=20 +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard = +B=20 +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,= +=20 +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna=20 +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn=20 +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda=20 +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western= +=20 +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron,=20 +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B=20 +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Robert = +C=20 +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: =20 +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on=20 +Edison + + +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 10:02 AM ----- + +=09""Daniel Douglass"" +=0901/30/2001 08:31 AM +=09=09=20 +=09=09 To: , , ,=20 +, , ,=20 +, ,=20 +, , ,=20 +, , ,= +=20 +, , = +,=20 +, ,=20 +, ,=20 + +=09=09 cc:=20 +=09=09 Subject: CPUC Audit Report on Edison + +The following are the highlights from the Executive Summary of the KPMG aud= +it=20 +report on Southern California Edison: +=20 +I. Cash Needs +Highlights: +SCE=01,s original cash forecast, dated as December 28, 2000, projects a com= +plete=20 +cash depletion date of February 1, 2001. Since then SCE has instituted a=20 +program of cash conservation that includes suspension of certain obligation= +s=20 +and other measures.=20 +Based on daily cash forecasts and cash conservation activities, SCE=01,s=20 +available cash improved through January 19 from an original estimate of $51= +.8=20 +million to $1.226 billion. The actual cash flow, given these cash=20 +conservation activities, extends the cash depletion date. +II. Credit Relationships +Highlights: +SCE has exercised all available lines of credit and has not been able to=20 +extend or renew credit as it has become due. +At present, there are no additional sources of credit open to SCE. +SCE=01,s loan agreements provide for specific clauses with respect to defau= +lt.=20 +Generally, these agreements provide for the debt becoming immediately due a= +nd=20 +payable. +SCE=01,s utility plant assets are used to secure outstanding mortgage bond= +=20 +indebtedness, although there is some statutory capacity to issue more=20 +indebtedness if it were feasible to do so. +Credit ratings agencies have downgraded SCE=01,s credit ratings on most of = +its=20 +rated indebtedness from solid corporate ratings to below investment grade= +=20 +issues within the last three weeks. +III. Energy Cost Scenarios +Highlights +This report section uses different CPUC supplied assumptions to assess=20 +various price scenarios upon SCE=01,s projected cash depletion dates. Under= + such=20 +scenarios, SCE would have a positive cash balance until March 30, 2001. +IV. Cost Containment Initiatives +Highlights +SCE has adopted a $460 million Cost Reduction Plan for the year 2001. +The Plan consists of an operation and maintenance component and a capital= +=20 +improvement component as follows (in millions): +Operating and maintenance costs $ 77 +Capital Improvement Costs 383 +Total $ 460 +The Plan provides for up to 2,000 full, part-time and contract positions to= +=20 +be eliminated with approximately 75% of the total staff reduction coming fr= +om=20 +contract employees. +Under the Plan, Capital Improvement Costs totaling $383 million are for the= +=20 +most part being deferred to a future date. +SCE dividends to its common shareholder and preferred stockholders and=20 +executive bonuses have been suspended, resulting in an additional cost=20 +savings of approximately $92 million. +V. Accounting Mechanisms to Track Stranded Cost Recovery (TRA and TCBA=20 +Activity) +Highlights: +As of December 31, 2000, SCE reported an overcollected balance in the=20 +Transition Cost Balancing Account (TCBA) Account of $494.5 million. This=20 +includes an estimated market valuation of its hydro facilities of $500=20 +million and accelerated revenues of $175 million. +As of December 31, 2000, SCE reported an undercollected balance in SCE=01,s= +=20 +Transition Account (TRA) of $4.49 billion. +Normally, the generation memorandum accounts are credited to the TCBA at th= +e=20 +end of each year. However, the current generation memorandum account credit= +=20 +balance of $1.5 billion has not been credited to the TCBA, pursuant to=20 +D.01-01-018. +Costs of purchasing generation are tracked in the TRA and revenues from=20 +generation are tracked in the TCBA. Because these costs and revenues are=20 +tracked separately, the net liability from procuring electric power, as=20 +expressed in the TRA, are overstated. +TURN Proposal +As part of our review, the CPUC asked that we comment on the proposal of TU= +RN=20 +to change certain aspects of the regulatory accounting for transition asset= +s.=20 +Our comments are summarized as follows: +The Proposal would have no direct impact on the cash flows of SCE in that i= +t=20 +would not directly generate nor use cash. +The Proposal=01,s impact on SCE=01,s balance sheet would initially be to sh= +ift=20 +costs between two regulatory assets. +TURN=01,s proposal recognizes that because the costs of procuring power and= + the=20 +revenues from generating power are tracked separately, the undercollection = +in=20 +the TRA is overstated. +VI. Flow of Funds Analysis +Highlights: +In the last five years, SCE had generated net income of $2.7 billion and a= +=20 +positive cash flow from operations of $7 billion. +During the same time period, SCE paid dividends and other distributions to= +=20 +its parent, Edison International, of approximately $4.8 billion. +Edison International used the funds from dividends to pay dividends to its= +=20 +shareholders of $1.6 billion and repurchased shares of its outstanding comm= +on=20 +stock of $2.7 billion, with the remaining funds being used for administrati= +ve=20 +and general costs, investments, and other corporate purposes. +[there is no Section VII] +=20 +VIII. Earnings of California Affiliates +SCE=01,s payments for power to its affiliates were approximately $400-$500= +=20 +million annually and remained relatively stable from 1996 through 1999.=20 +In 2000, the payments increased by approximately 50% to over $600 million.= +=20 +This increase correlates to the increase in market prices +for natural gas for the same period. +A copy of the report is available on the Commission website at=20 +www.cpuc.ca.gov. +=20 +Dan + +" +"allen-p/_sent_mail/539.","Message-ID: <21486271.1075855728009.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +What is the latest? Write me a note about what is going on and what issues +you need my help to deal with when you send the rentroll. + +Phillip +" +"allen-p/_sent_mail/54.","Message-ID: <23364020.1075855686438.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 08:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/06/2000 +04:04 PM --------------------------- + + +""Lucy Gonzalez"" on 12/05/2000 08:34:54 AM +To: pallen@enron.com +cc: +Subject: + + + +Phillip, + How are you and how is everyone? I sent you the rent roll #27 is +moving out and I wknow that I will be able to rent it real fast.All I HAVE +TO DO IN there is touch up the walls .Four adults will be moving in @130.00 +a wk and 175.00 deposit they will be in by Thursday or Friday. + Thank You , Lucy + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1201.xls +" +"allen-p/_sent_mail/540.","Message-ID: <6970185.1075855728034.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CPUC posts audit reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/30/2001 +11:21 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 09:14 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES, +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES, +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES, +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tasha +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Tim +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES, +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard B +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron, +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Gordon +Savage/HOU/EES@EES, Donna Fulton/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: +Subject: CPUC posts audit reports + +Here's the link for the audit report +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 08:53 AM ----- + + andy brown + 01/29/2001 07:27 PM + Please respond to abb; Please respond to andybrwn + + To: carol@iepa.com + cc: ""'Bill Carlson (E-mail)'"" , ""'Bill +Woods (E-mail)'"" , ""'Bob Ellery (E-mail)'"" +, ""'Bob Escalante (E-mail)'"" +, ""'Bob Gates (E-mail)'"" , +""'Carolyn A Baker (E-mail)'"" , ""'Cody Carter +(E-mail)'"" , ""'Curt Hatton (E-mail)'"" +, ""'Curtis Kebler (E-mail)'"" +, ""'David Parquet'"" +, ""'Dean Gosselin (E-mail)'"" +, ""'Doug Fernley (E-mail)'"" +, ""'Douglas Kerner (E-mail)'"" , +""'Duane Nelsen (E-mail)'"" , ""'Ed Tomeo (E-mail)'"" +, ""'Eileen Koch (E-mail)'"" , +""'Eric Eisenman (E-mail)'"" , ""'Frank DeRosa +(E-mail)'"" , ""'Greg Blue (E-mail)'"" +, ""'Hap Boyd (E-mail)'"" , ""'Hawks Jack +(E-mail)'"" , ""'Jack Pigott (E-mail)'"" +, ""'Jim Willey (E-mail)'"" , ""'Joe +Greco (E-mail)'"" , ""'Joe Ronan (E-mail)'"" +, ""'John Stout (E-mail)'"" , +""'Jonathan Weisgall (E-mail)'"" , ""'Kate Castillo +(E-mail)'"" , ""Kelly Lloyd (E-mail)"" +, ""'Ken Hoffman (E-mail)'"" , +""'Kent Fickett (E-mail)'"" , ""'Kent Palmerton'"" +, ""'Lynn Lednicky (E-mail)'"" , +""'Marty McFadden (E-mail)'"" , ""'Paula Soos'"" +, ""'Randy Hickok (E-mail)'"" +, ""'Rob Lamkin (E-mail)'"" +, ""'Roger Pelote (E-mail)'"" +, ""'Ross Ain (E-mail)'"" +, ""'Stephanie Newell (E-mail)'"" +, ""'Steve Iliff'"" +, ""'Steve Ponder (E-mail)'"" , +""'Susan J Mara (E-mail)'"" , ""'Tony Wetzel (E-mail)'"" +, ""'William Hall (E-mail)'"" +, ""'Alex Sugaoka (E-mail)'"" +, ""'Allen Jensen (E-mail)'"" +, ""'Andy Gilford (E-mail)'"" +, ""'Armen Arslanian (E-mail)'"" +, ""Bert Hunter (E-mail)"" +, ""'Bill Adams (E-mail)'"" , +""'Bill Barnes (E-mail)'"" , ""'Bo Buchynsky +(E-mail)'"" , ""'Bob Tormey'"" , +""'Charles Johnson (E-mail)'"" , ""'Charles Linthicum +(E-mail)'"" , ""'Diane Fellman (E-mail)'"" +, ""'Don Scholl (E-mail)'"" +, ""'Ed Maddox (E-mail)'"" +, ""'Edward Lozowicki (E-mail)'"" +, ""'Edwin Feo (E-mail)'"" , +""'Eric Edstrom (E-mail)'"" , ""'Floyd Gent (E-mail)'"" +, ""'Hal Dittmer (E-mail)'"" , ""'John +O'Rourke'"" , ""'Kawamoto, Wayne'"" +, ""'Ken Salvagno (E-mail)'"" , ""Kent Burton +(E-mail)"" , ""'Larry Kellerman'"" +, ""'Levitt, Doug'"" , ""'Lucian +Fox (E-mail)'"" , ""'Mark J. Smith (E-mail)'"" +, ""'Milton Schultz (E-mail)'"" , ""'Nam +Nguyen (E-mail)'"" , ""'Paul Wood (E-mail)'"" +, ""'Pete Levitt (E-mail)'"" , +""'Phil Reese (E-mail)'"" , ""'Robert Frees (E-mail)'"" +, ""'Ross Ain (E-mail)'"" , ""'Scott +Harlan (E-mail)'"" , ""'Tandy McMannes (E-mail)'"" +, ""'Ted Cortopassi (E-mail)'"" +, ""'Thomas Heller (E-mail)'"" +, ""'Thomas Swank'"" , ""'Tom +Hartman (E-mail)'"" , ""'Ward Scobee (E-mail)'"" +, ""'Brian T. Craggq'"" , ""'J. +Feldman'"" , ""'Kassandra Gough (E-mail)'"" +, ""'Kristy Rumbaugh (E-mail)'"" +, ""Andy Brown (E-mail)"" +, ""Jan Smutny-Jones (E-mail)"" , ""Katie +Kaplan (E-mail)"" , ""Steven Kelly (E-mail)"" + Subject: CPUC posts audit reports + +This email came in to parties to the CPUC proceeding. The materials should +be available on the CPUC website, www.cpuc.ca.gov. The full reports will be +available. ABB + +Parties, this e-mail note is to inform you that the KPMG audit report will be +posted on the web as of 7:00 p.m on January 29, 2001. You will see +the following documents on the web: + +1. President Lynch's statement +2. KPMG audit report of Edison +3. Ruling re: confidentiality + +Here is the link to the web site: +http://www.cpuc.ca.gov/010129_audit_index.htm + + +-- +Andrew Brown +Sacramento, CA +andybrwn@earthlink.net + + + + +" +"allen-p/_sent_mail/541.","Message-ID: <9386166.1075855728056.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 23:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Bishops Corner Partnership +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Keith and I are reviewing your proposal. We will send you a response by this +evening. + +Phillip" +"allen-p/_sent_mail/542.","Message-ID: <13911667.1075855728078.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 07:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE:Stock Options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +03:26 PM --------------------------- + + +""Stephen Benotti"" on 01/29/2001 11:24:33 AM +To: ""'pallen@enron.com'"" +cc: +Subject: RE:Stock Options + + + +Phillip here is the information you requested. + +Shares Vest date Grant Price +4584 12-31-01 18.375 +3200 + 1600 12-31-01 20.0625 + 1600 12-31-02 20.0625 +9368 + 3124 12-31-01 31.4688 + 3124 12-31-02 31.4688 + 3120 12-31-03 31.4688 +5130 + 2565 1-18-02 55.50 + 2565 1-18-03 55.50 +7143 + 2381 8-1-01 76.00 + 2381 8-1-02 76.00 + 2381 8-1-03 76.00 +24 + 12 1-18-02 55.50 + 12 1-18-03 55.50 + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. +" +"allen-p/_sent_mail/543.","Message-ID: <6118857.1075855728099.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 07:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 32 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +That is good news about Leander. + +Now for the stage. I would like to get it sold by the end of March. I have +about $225K invested in the stagecoach, + it looks like I need to get around $745K to breakeven. + +I don't need the cash out right now so if I could get a personal guarantee +and Jaques Craig can +work out the partnership transfer, I would definitely be willing to carry a +second lien. I understand second liens are going for 10%-12%. +Checkout this spreadsheet. + + + + + +These numbers should get the place sold in the next fifteen minutes. +However, I am very concerned about the way it is being shown. Having Lucy +show it is not a good idea. I need you to meet the buyers and take some +trips over to get more familar with the property. My dad doesn't have the +time and I don't trust +Lucy or Wade to show it correctly. I would prefer for you to show it from +now on. + +I will have the operating statements complete through December by this +Friday. + + +Phillip + + + + +" +"allen-p/_sent_mail/544.","Message-ID: <28859452.1075855728121.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 04:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Re: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +12:14 PM --------------------------- +To: +cc: +Subject: Re: SM134 + +George, + +Here is a spreadsheet that illustrates the payout of investment and builders +profit. Check my math, but it looks like all the builders profit would be +recouped in the first year of operation. At permanent financing $1.1 would +be paid, leaving only .3 to pay out in the 1st year. + + + +Since almost 80% of builders profit is repaid at the same time as the +investment, I feel the 65/35 is a fair split. However, as I mentioned +earlier, I think we should negotiate to layer on additional equity to you as +part of the construction contract. + +Just to begin the brainstorming on what a construction agreement might look +like here are a few ideas: + + 1. Fixed construction profit of $1.4 million. Builder doesn't benefit from +higher cost, rather suffers as an equity holder. + + 2. +5% equity for meeting time and costs in original plan ($51/sq ft, phase +1 complete in November) + +5% equity for under budget and ahead of schedule + -5% equity for over budget and behind schedule + +This way if things go according to plan the final split would be 60/40, but +could be as favorable as 55/45. I realize that what is budget and schedule +must be discussed and agreed upon. + +Feel free to call me at home (713)463-8626 + + +Phillip + + +" +"allen-p/_sent_mail/545.","Message-ID: <11509085.1075855728144.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 07:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Loan for San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +We should hear from the bank in Houston on Monday. + +The best numbers and times to reach me: + +work 713-853-7041 +fax 713-464-2391 +cell 713-410-4679 +home 713-463-8626 +pallen70@hotmail.com (home) +pallen@enron.com (work) + +I am usually at work M-F 7am-5:30pm. Otherwise try me at home then on my +cell. + +Keiths numbers are: + +work 713-853-7069 +fax 713-464-2391 +cell 713-502-9402 +home 713-667-5889 +kholst@enron.com + +Phillip +" +"allen-p/_sent_mail/546.","Message-ID: <25454828.1075855728165.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: Re: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dexter Steis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dexter, + +You should receive a guest id shortly. + +Phillip" +"allen-p/_sent_mail/547.","Message-ID: <292960.1075855728187.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:55:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +Can you accomodate Dexter as we have in the past. This has been very helpful +in establishing a fair index at Socal Border. + +Phillip + +Please cc me on the email with a guest password. The sooner the better as +bidweek is underway. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:49 AM --------------------------- + + +Dexter Steis on 01/26/2001 07:28:29 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: NGI access to eol + + +Phillip, + +I was wondering if I could trouble you again for another guest id for eol. +In previous months, it has helped us here at NGI when we go to set indexes. + +I appreciate your help on this. + +Dexter + +" +"allen-p/_sent_mail/548.","Message-ID: <24839265.1075855728233.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Status of QF negotiations on QFs & Legislative Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:41 AM --------------------------- + + + + From: Chris H Foster 01/26/2001 05:50 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT +Subject: Status of QF negotiations on QFs & Legislative Update + +Phillip: + +It looks like a deal with the non gas fired QFs is iminent. One for the gas +generators is still quite a ways off. + +The non gas fired QFs will be getting a fixed price for 5 years and reverting +back to their contracts thereafter. They also will give back + +I would expect that the gas deal using an implied gas price times a heat rate +would be very very difficult to close. Don't expect hedgers to come any time +soon. + +I will keep you abreast of developments. + +C +---------------------- Forwarded by Chris H Foster/HOU/ECT on 01/26/2001 +05:42 AM --------------------------- + + +Susan J Mara@ENRON +01/25/2001 06:02 PM +To: Michael Tribolet/Corp/Enron@Enron, Christopher F Calger/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Michael Etringer/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, Sandra McCubbin/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT +cc: +Subject: Status of QF negotiations on QFs & Legislative Update + +This from a conference call with IEP tonight at 5 pm: + +RE; Non-Gas-fired QFs -- The last e-mail I sent includes the latest version +of the IEP proposal. Negotiations with SCE on this proposal are essentially +complete. PG&E is OK with the docs. All QFs but Calpine have agreed with +the IEP proposal -- Under the proposal, PG&E would ""retain"" $106 million (of +what, I'm not sure -- I think they mean a refund to PG&E from QFs who +switched to PX pricing). The money would come from changing the basis for the +QF payments from the PX price to the SRAC price, starting back in December +(and maybe earlier). + +PG&E will not commit to a payment schedule and will not commit to take the +Force Majeure notices off the table. QFs are asking IEP to attempt to get +some assurances of payment. + +SCE has defaulted with its QFs; PG&E has not yet -- but big payments are due +on 2/2/01. + +For gas-fired QFs -- Heat rate of 10.2 included in formula for PG&E's +purchases from such QFs. Two people are negotiating the these agreements +(Elcantar and Bloom), but they are going very slowly. Not clear this can be +resolved. Batten and Keeley are refereeing this. No discussions on this +occurred today. + +Status of legislation -- Keeley left town for the night, so not much will +happen on the QFs.Assembly and Senate realize they have to work together. +Plan to meld together AB 1 with Hertzberg's new bill . Hydro as security is +dead. Republicans were very much opposed to it. + + +" +"allen-p/_sent_mail/549.","Message-ID: <22854556.1075855728255.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Interviews Needed - 2/15/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Patti, + +This sounds like an opportunity to land a couple of analyst to fill the gaps +in scheduling. Remember their rotations last for one year. Do you want to +be an interviewer? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:46 PM --------------------------- + + + + From: Jana Giovannini 01/24/2001 09:42 AM + + +To: Chris Gaskill/Corp/Enron@Enron, Marc De La Roche/HOU/ECT@ECT, Mark A +Walker/NA/Enron@Enron, Andrea V Reed/HOU/ECT@ECT, Katherine L +Kelly/HOU/ECT@ECT, Stacey W White/HOU/ECT@ECT, John Best/NA/Enron, Timothy J +Detmering/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, Frank W +Vickers/NA/Enron@Enron, Carl Tricoli/Corp/Enron@Enron, Edward D +Baughman/HOU/ECT@ECT, Larry Lawyer/NA/Enron@Enron, Jere C +Overdyke/HOU/ECT@ECT, Brad Blesie/Corp/Enron@ENRON, Lynette +LeBlanc/Houston/Eott@Eott, Thomas Myers/HOU/ECT, Jeffrey C +Gossett/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Kayne Coulter/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Chris Abel/HOU/ECT@ECT, Steve +Venturatos/HOU/ECT@ECT, Ben Jacoby/HOU/ECT@ECT +cc: David W Delainey/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Mike +McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT +Subject: Analyst Interviews Needed - 2/15/01 + + + + +All, + +The Analyst and Associate Programs recognize we have many Analyst needs that +need to be addressed immediately. While we anticipate many new Analysts +joining Enron this summer (late May) and fulltime (August) we felt it +necessary to address some of the immediate needs with an Off-Cycle Recruiting +event. We are planning this event for Thursday, February 15 and are inviting +approximately 30 candidates to be interviewed. I am asking that you forward +this note to any potential interviewers (Managers or above). We will conduct +first round interviews in the morning and the second round interviews in the +afternoon. We need for interviewers to commit either to the morning +(9am-12pm) or afternoon (2pm-5pm) complete session. Please submit your +response using the buttons below and update your calendar for this date. In +addition, we will need the groups that have current needs to commit to taking +one or more of these Analysts should they be extended an offer. Thanks in +advance for your cooperation. + + + + +Thank you, +Jana + + +" +"allen-p/_sent_mail/55.","Message-ID: <25123422.1075855686459.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Associates & Analysts Eligible for Promotion +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would support Matt Lenhart's promotion to the next level. + +I would oppose Ken Shulklapper's promotion." +"allen-p/_sent_mail/550.","Message-ID: <18949220.1075855728276.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: nick.politis@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Nick Politis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nick, + +There is a specific program that we are using to recruit, train, and mentor +new traders on the gas and power desks. The trading track program is being +coordinated by Ted Bland. I have forwarded him your resume. Give him a call +and he will fill you in on the details of the program. + +Phillip" +"allen-p/_sent_mail/551.","Message-ID: <14439969.1075855728298.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Kidventure Camp +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:39 PM --------------------------- + + Enron North America Corp. + + From: WorkLife Department and Kidventure @ ENRON +01/24/2001 09:00 PM + + +Sent by: Enron Announcements@ENRON +To: All Enron Houston +cc: +Subject: Kidventure Camp + +" +"allen-p/_sent_mail/552.","Message-ID: <26913174.1075855728319.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +#32 and #29 are fine. + +#28 paid weekly on 1/5. Then he switched to biweekly. He should have paid +260 on 1/12. Two weeks rent in advance. Instead he paid 260 on 1/19. He +either needs to get back on schedule or let him know he is paying in the +middle of his two weeks. He is only paid one week in advance. This is not a +big deal, but you should be clear with tenants that rent is due in advance. + +Here is an updated rentroll. Please use this one instead of the one I sent +you this morning. + +Finally, can you fax me the application and lease from #9. + + + +Phillip" +"allen-p/_sent_mail/553.","Message-ID: <15982773.1075855728341.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 00:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Draft of Opposition to ORA/TURN petition +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +08:17 AM --------------------------- +From: Leslie Lawner@ENRON on 01/24/2001 08:17 PM CST +To: MBD +cc: Harry Kingerski/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Don Black/HOU/EES@EES, +James Shirley/HOU/EES@EES, Frank Ermis/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT +Subject: Re: Draft of Opposition to ORA/TURN petition + +Everything is short and sweet except the caption! One comment. The very +last sentence reads : PG&E can continue to physically divert gas if +necessary . . . "" SInce they haven't actually begun to divert yet, let's +change that sentence to read ""PG&E has the continuing right to physically +divert gas if necessary..."" + +I will send this around for comment. Thanks for your promptness. + +Any comments, anyone? + + + + MBD + 01/24/2001 03:47 PM + + To: ""'llawner@enron.com'"" + cc: + Subject: Draft of Opposition to ORA/TURN petition + + +Leslie: + +Here is the draft. Short and sweet. Let me know what you think. We will +be ready to file on Friday. Mike Day + + <> + + - X20292.DOC + + +" +"allen-p/_sent_mail/554.","Message-ID: <19237776.1075855728362.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 23:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. I still have questions on #28,#29, and #32. +" +"allen-p/_sent_mail/555.","Message-ID: <32350375.1075855728384.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Cc: cbpres@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: cbpres@austin.rr.com +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: cbpres@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +I met with a banker that is interested in financing the project. They need +the following: + +Financial statements plus last two years tax returns. +Builders resume listing similar projects + +The banker indicated he could pull together a proposal by Friday. If we are +interested in his loan, he would want to come see the site. +If you want to overnight me the documents, I will pass them along. You can +send them to my home or office (1400 Smith, EB3210B, Houston, TX 77002). + +The broker is Jim Murnan. His number is 713-781-5810, if you want to call +him and send the documents to him directly. + +It sounds like the attorneys are drafting the framework of the partnership +agreement. I would like to nail down the outstanding business points as soon +as possible. + +Please email or call with an update. + + +Phillip " +"allen-p/_sent_mail/556.","Message-ID: <30301161.1075855728406.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 06:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: Response to PGE request for gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/22/2001 +02:06 PM --------------------------- +From: Travis McCullough on 01/22/2001 01:48 PM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Response to PGE request for gas + +Draft response to PGE -- do you have any comments? + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 +----- Forwarded by Travis McCullough/HOU/ECT on 01/22/2001 01:47 PM ----- + + William S Bradford + 01/22/2001 01:44 PM + + To: Travis McCullough/HOU/ECT@ECT + cc: + Subject: Re: Response to PGE request for gas + +Works for me. Have you run it by Phillip Allen? + + + + +From: Travis McCullough on 01/22/2001 01:29 PM +To: William S Bradford/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Elizabeth Sager/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron +cc: +Subject: Response to PGE request for gas + +Please call me with any comments or questions. + + + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 + + + + +" +"allen-p/_sent_mail/557.","Message-ID: <16004214.1075855728430.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mike.grigsby@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +By STEVE EVERLY - The Kansas City Star +Date: 01/20/01 22:15 + +As natural gas prices rose in December, traders at the New York Mercantile +Exchange kept one eye on the weather forecast and another on a weekly gas +storage number. + +The storage figures showed utilities withdrawing huge amounts of gas, and the +forecast was for frigid weather. Traders put the two together, anticipated a +supply crunch and drove gas prices to record heights. + +""Traders do that all the time; they're looking forward,"" said William Burson, +a trader. ""It makes the market for natural gas."" + +But the market's response perplexed Chris McGill, the American Gas +Association's director of gas supply and transportation. He had compiled the +storage numbers since they were first published in 1994, and in his view the +numbers were being misinterpreted to show a situation far bleaker than +reality. + +""It's a little frustrating that they don't take the time to understand what +we are reporting,"" McGill said. + +As consumer outrage builds over high heating bills, the hunt for reasons -- +and culprits -- is on. Some within the natural gas industry are pointing +fingers at Wall Street. + +Stephen Adik, senior vice president of the Indiana utility NiSource, recently +stepped before an industry conference and blamed the market's speculators for +the rise in gas prices. + +""It's my firm belief ... that today's gas prices are being manipulated,"" Adik +told the trade magazine Public Utilities Fortnightly. + +In California, where natural gas spikes have contributed to an electric +utility crisis, six investigations are looking into the power industry. + +Closer to home, observers note that utilities and regulators share the blame +for this winter's startling gas bills, having failed to protect their +customers and constituents from such price spikes. + +Most utilities, often with the acquiescence of regulators, failed to take +precautions such as fixed-rate contracts and hedging -- a sort of price +insurance -- that could have protected their customers by locking in gas +prices before they soared. + +""We're passing on our gas costs, which we have no control over,"" said Paul +Snider, a spokesman for Missouri Gas Energy. + +But critics say the utilities shirked their responsibility to customers. + +""There's been a failure of risk management by utilities, and that needs to +change,"" said Ed Krapels, director of gas power services for Energy Security +Analysis Inc., an energy consulting firm in Wakefield, Mass. + + +Hot topic + +Consumers know one thing for certain: Their heating bills are up sharply. In +many circles, little else is discussed. + +The Rev. Vincent Fraser of Glad Tidings Assembly of God in Kansas City is +facing a $1,456 December bill for heating the church -- more than double the +previous December's bill. Church members are suffering from higher bills as +well. + +The Sunday collection is down, said Fraser, who might have to forgo part of +his salary. For the first time, the church is unable to meet its financial +pledge to overseas missionaries because the money is going to heating. + +""It's the talk of the town here,"" he said. + +A year ago that wasn't a fear. Wholesale gas prices hovered just above $2 per +thousand cubic feet -- a level that producers say didn't make it worthwhile +to drill for gas. Utilities were even cutting the gas prices paid by +customers. + +But trouble was brewing. By spring, gas prices were hitting $4 per thousand +cubic feet, just as utilities were beginning to buy gas to put into storage +for winter. + +There was a dip in the fall, but then prices rebounded. By early November, +prices were at $5 per thousand cubic feet. The federal Energy Information +Administration was predicting sufficient but tight gas supplies and heating +bills that would be 30 percent to 40 percent higher. + +But $10 gas was coming. Below-normal temperatures hit much of the country, +including the Kansas City area, and fears about tight supplies roiled the gas +markets. + +""It's all about the weather,"" said Krapels of Energy Security Analysis. + +Wholesale prices exploded to $10 per thousand cubic feet, led by the New York +traders. Natural gas sealed its reputation as the most price-volatile +commodity in the world. + + +Setting the price + +In the 1980s, the federal government took the caps off the wellhead price of +gas, allowing it to float. In 1990, the New York Mercantile began trading +contracts for future delivery of natural gas, and that market soon had +widespread influence over gas prices. + +The futures contracts are bought and sold for delivery of natural gas as soon +as next month or as far ahead as three years. Suppliers can lock in sale +prices for the gas they expect to produce. And big gas consumers, from +utilities to companies such as Farmland Industries Inc., can lock in what +they pay for the gas they expect to use. + +There are also speculators who trade the futures contracts with no intention +of actually buying or selling the gas -- and often with little real knowledge +of natural gas. + +But if they get on the right side of a price trend, traders don't need to +know much about gas -- or whatever commodity they're trading. Like all +futures, the gas contracts are purchased on credit. That leverage adds to +their volatility and to the traders' ability to make or lose a lot of money +in a short time. + +As December began, the price of natural gas on the futures market was less +than $7 per thousand cubic feet. By the end of the month it was nearly $10. +Much of the spark for the rally came from the American Gas Association's +weekly storage numbers. + +Utilities buy ahead and store as much as 50 percent of the gas they expect to +need in the winter. + +Going into the winter, the storage levels were about 5 percent less than +average, in part because some utilities were holding off on purchasing, in +hopes that the summer's unusually high $4 to $5 prices would drop. + +Still, the American Gas Association offered assurances that supplies would be +sufficient. But when below-normal temperatures arrived in November, the +concerns increased among traders that supplies could be insufficient. + +Then the American Gas Association reported the lowest year-end storage +numbers since they were first published in 1994. Still, said the +association's McGill, there was sufficient gas in storage. + +But some utility executives didn't share that view. William Eliason, vice +president of Kansas Gas Service, said that if December's cold snap had +continued into January, there could have been a real problem meeting demand. + +""I was getting worried,"" he said. + +Then suddenly the market turned when January's weather turned warmer. +Wednesday's storage numbers were better than expected, and futures prices +dropped more than $1 per thousand cubic feet. + + +Just passing through + +Some utilities said there was little else to do about the price increase but +pass their fuel costs on to customers. + +Among area utilities, Kansas Gas Service increased its customers' cost-of-gas +charge earlier this month to $8.68 per thousand cubic feet. And Missouri Gas +Energy has requested an increase to $9.81, to begin Wednesday. + +Sheila Lumpe, chairwoman of the Missouri Public Service Commission, said last +month that because utilities passed along their wholesale costs, little could +be done besides urging consumers to join a level-payment plan and to conserve +energy. + +Kansas Gas Service had a small hedging program in place, which is expected to +save an average customer about $25 this winter. + +Missouri Gas Energy has no hedging program. It waited until fall to seek an +extension of the program and then decided to pass when regulators would not +guarantee that it could recover its hedging costs. + +Now utilities are being asked to justify the decisions that have left +customers with such high gas bills. And regulators are being asked whether +they should abandon the practice of letting utilities pass along their fuel +costs. + +On Friday, Doug Micheel, senior counsel of the Missouri Office of the Public +Counsel, said his office would ask the Missouri Public Service Commission to +perform an emergency audit of Missouri Gas Energy's gas purchasing practices. + +""Consumers are taking all the risk,"" Micheel said. ""It's time to consider +some changes."" + + +To reach Steve Everly, call (816) 234-4455 or send e-mail to +severly@kcstar.com. + + + +------------------------------------------------------------------------------ +-- +All content , 2001 The Kansas City Star " +"allen-p/_sent_mail/558.","Message-ID: <10513667.1075855728452.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 00:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +message board" +"allen-p/_sent_mail/559.","Message-ID: <5576094.1075855728473.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 00:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +need help. " +"allen-p/_sent_mail/56.","Message-ID: <386977.1075855686480.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 04:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: del@living.com +Subject: Re: Court Ordered Notice to Customers and Registered Users of + living. com Regarding Sale of Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: del@living.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +please remove my name and information from the registered user list. Do not +sell my information. + +Phillip Allen" +"allen-p/_sent_mail/560.","Message-ID: <33454039.1075855728495.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is a recent rentroll. I understand another looker went to the +property. I want to hear the feedback no matter how discouraging. I am in +Portland for the rest of the week. You can reach me on my cell phone +713-410-4679. My understanding was that you would be overnighting some +closing statements for Leander on Friday. Please send them to my house (8855 +Merlin Ct, Houston, TX 77055). + +Call me if necessary. + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2001 +08:06 AM --------------------------- + + +""phillip allen"" on 01/16/2001 06:36:15 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________ +Get your FREE download of MSN Explorer at http://explorer.msn.com + + - rentroll_investors_0112.xls +" +"allen-p/_sent_mail/561.","Message-ID: <23977970.1075855728516.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +The wire should go out today. I am in Portland but can be reached by cell +phone 713-410-4679. Call me if there are any issues. I will place a call to +my attorney to check on the loan agreement. + +Phillip" +"allen-p/_sent_mail/562.","Message-ID: <9024687.1075855728538.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 07:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Why did so many tenants not pay this week? + +#12 95 +#21 240 +#27 120 +#28 260 +#33 260 + +Total 975 + +It seems these apartments just missed rent. What is up? + +Other questions: + +#9-Why didn't they pay anything? By my records, they still owe $40 plus rent +should have been due on 12/12 of $220. + +#3-Why did they short pay? +" +"allen-p/_sent_mail/563.","Message-ID: <11886041.1075855728560.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: California Action Update 1-14-00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:25 AM --------------------------- +From: James D Steffes@ENRON on 01/15/2001 11:36 AM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Michael +Tribolet/Corp/Enron@Enron, Vicki Sharp/HOU/EES@EES, Christian +Yoder/HOU/ECT@ECT, pgboylston@stoel, Travis McCullough/HOU/ECT@ECT, Don +Black/HOU/EES@EES, Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Wanda +Curry/HOU/EES@EES, Scott Stoness/HOU/EES@EES, mday@gmssr.com, Susan J +Mara/NA/Enron@ENRON, robert.c.williams@enron.com, William S +Bradford/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Mary +Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON +cc: +Subject: California Action Update 1-14-00 + +Enron has agreed that the key issue is to focus on solving the S-T buying +needs. Attached is a spreadsheet that outlines the $ magnitude of the next +few months. + +TALKING POINTS: + +Lot's of questions about DWR becoming the vehicle for S-T buying and there +is a significant legal risk for it becoming the vehicle. WE DO NEED +SOMETHING TO BRIDGE BEFORE WE PUT IN L-T CONTRACTS. +Huge and growing shortfall ($3.2B through March 31, 2001) +The SOONER YOU CAN PUT IN L-T CONTRACTS STOP THE BLEEDING. +Bankruptcy takes all authority out of the Legislature's hands. + +ACTION ITEMS: + +1. Energy Sales Participation Agreement During Bankruptcy + +Michael Tribolet will be contacting John Klauberg to discuss how to organize +a Participation Agreement to sell to UDCs in Bankruptcy while securing Super +Priority. + +2. Legislative Language for CDWR (?) Buying Short-Term + +Sandi McCubbin / Jeff Dasovich will lead team to offer new language to meet +S-T requirements of UDCs. Key is to talk with State of California Treasurer +to see if the $ can be found or provided to private firms. ($3.5B by end of +April). Pat Boylston will develop ""public benefit"" language for options +working with Mike Day. He can be reached at 503-294-9116 or +pgboylston@stoel.com. + +3. Get Team to Sacramento + +Get with Hertzberg to discuss the options (Bev Hansen). Explain the +magnitude of the problem. Get Mike Day to help draft language. + +4. See if UDCs have any Thoughts + +Steve Kean will communicate with UDCs to see if they have any solutions or +thougths. Probably of limited value. + +5. Update List + +Any new information on this should be communicated to the following people as +soon as possible. These people should update their respective business units. + +ENA Legal - Christian Yoder / Travis McCullough +Credit - Michael Tribolet +EES - Vicki Sharp / Don Black +ENA - Tim Belden / Philip Allen +Govt Affairs - Steve Kean / Richard Shapiro + + +" +"allen-p/_sent_mail/564.","Message-ID: <19163786.1075855728582.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California - Jan 13 meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:18 AM --------------------------- +From: Steven J Kean@ENRON on 01/14/2001 01:52 PM CST +To: Kenneth Lay/Corp/Enron@ENRON, Jeff Skilling/Corp/Enron@ENRON, Mark +Koenig/Corp/Enron@ENRON, Rick Buy/HOU/ECT@ECT, David W Delainey/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, Greg Whalley/HOU/ECT@ECT, Mark +Frevert/NA/Enron@Enron, Karen S Owens@ees@EES, Thomas E White/HOU/EES@EES, +Marty Sunde/HOU/EES@EES, Dan Leff/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Alan +Comnes/PDX/ECT@ECT, Karen Denne/Corp/Enron@ENRON, Mark E +Haedicke/HOU/ECT@ECT, Wanda Curry/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Linda +Robertson/NA/Enron@ENRON, James D Steffes/NA/Enron@Enron, Harry +Kingerski/NA/Enron@Enron, Roger Yang/SFO/EES@EES, Dennis +Benevides/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Susan J Mara/SFO/EES@EES, +Sandra McCubbin/NA/Enron@Enron, David Parquet/SF/ECT@ECT, Robert +Johnston/HOU/ECT@ECT, Don Black/HOU/EES@EES, Mark Palmer/Corp/Enron@ENRON, +Michael Tribolet/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Stephen Swain/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: California - Jan 13 meeting + +Attached is a summary of the Jan 13 Davis-Summers summit on the California +power situation. We will be discussing this at the 2:00 call today. + + +" +"allen-p/_sent_mail/565.","Message-ID: <30323882.1075855728603.JavaMail.evans@thyme> +Date: Sat, 13 Jan 2001 11:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: kristin.walsh@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kristin Walsh +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kristin, + +Thank you for the California update. Please continue to include me in all +further intellegence reports regarding the situation in California. + +Phillip" +"allen-p/_sent_mail/566.","Message-ID: <28787814.1075855728625.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Rotating +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrea, + +Please resend the first three resumes. + +Phillip" +"allen-p/_sent_mail/567.","Message-ID: <15443256.1075855728647.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Rotating +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:45 PM --------------------------- + + Enron North America Corp. + + From: Andrea Richards @ ENRON 01/10/2001 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Analyst Rotating + +Phillip, attached are resumes of analysts that are up for rotation. If you +are interested, you may contact them directly. + +, , + + +" +"allen-p/_sent_mail/568.","Message-ID: <11275344.1075855728669.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Preliminary 2001 Northwest Hydro Outlook +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:34 PM --------------------------- + + +TIM HEIZENRADER +01/11/2001 10:17 AM +To: Phillip K Allen/HOU/ECT@ECT, John Zufferli/CAL/ECT@ECT +cc: Cooper Richey/PDX/ECT@ECT +Subject: Preliminary 2001 Northwest Hydro Outlook + + + + +Here's our first cut at a full year hydro projection: Please keep +confidential. +" +"allen-p/_sent_mail/569.","Message-ID: <22832080.1075855728690.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Here are the key gas contacts. + + Work Home Cell + +Phillip Allen X37041 713-463-8626 713-410-4679 + +Mike Grigsby X37031 713-780-1022 713-408-6256 + +Keith Holst X37069 713-667-5889 713-502-9402 + + +Please call me with any significant developments. + +Phillip " +"allen-p/_sent_mail/57.","Message-ID: <27924156.1075855686501.JavaMail.evans@thyme> +Date: Tue, 5 Dec 2000 07:31:00 -0800 (PST) +From: ina.rangel@enron.com +To: amanda.huble@enron.com +Subject: Headcount +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Amanda Huble +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Financial (6) + West Desk (14) +Mid Market (16) +" +"allen-p/_sent_mail/571.","Message-ID: <7192995.1075855728733.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 06:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: updated lease information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The apartments that have new tenants since December 15th are: +1,2,8,12,13,16,20a,20b,25,32,38,39. + +Are we running an apartment complex or a motel? + +Please update all lease information on the 1/12 rentroll and email it to me +this afternoon. + +Phillip" +"allen-p/_sent_mail/572.","Message-ID: <29608997.1075855728754.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 05:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Wiring instructions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Do you want the loan and wire amount to be for exactly $1.1 million. + +Phillip" +"allen-p/_sent_mail/573.","Message-ID: <26191240.1075855728775.JavaMail.evans@thyme> +Date: Wed, 10 Jan 2001 22:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: ben.jacoby@enron.com +Subject: Re: Analyst PRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ben Jacoby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for representing Matt. + +Phillip" +"allen-p/_sent_mail/574.","Message-ID: <29136898.1075855728797.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 09:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Here is a spreadsheet that illustrates the payout of investment and builders +profit. Check my math, but it looks like all the builders profit would be +recouped in the first year of operation. At permanent financing $1.1 would +be paid, leaving only .3 to pay out in the 1st year. + + + +Since almost 80% of builders profit is repaid at the same time as the +investment, I feel the 65/35 is a fair split. However, as I mentioned +earlier, I think we should negotiate to layer on additional equity to you as +part of the construction contract. + +Just to begin the brainstorming on what a construction agreement might look +like here are a few ideas: + + 1. Fixed construction profit of $1.4 million. Builder doesn't benefit from +higher cost, rather suffers as an equity holder. + + 2. +5% equity for meeting time and costs in original plan ($51/sq ft, phase +1 complete in November) + +5% equity for under budget and ahead of schedule + -5% equity for over budget and behind schedule + +This way if things go according to plan the final split would be 60/40, but +could be as favorable as 55/45. I realize that what is budget and schedule +must be discussed and agreed upon. + +Feel free to call me at home (713)463-8626 + + +Phillip + + " +"allen-p/_sent_mail/575.","Message-ID: <10473497.1075855728819.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 03:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Cc: gallen@thermon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gallen@thermon.com +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: gallen@thermon.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a schedule of the most recent utility bills and the overages. There +are alot of overages. It will probably get worse this month because of all +the cold weather. + +You need to be very clear with all new tenants about the electricity cap. +This needs to be handwritten on all new leases. + +I am going to fax you copies of the bills that support this spreadsheet. We +also need to write a short letter remind everyone about the cap and the need +to conserve energy if they don't want to exceed their cap. I will write +something today. + + + +Wait until you have copies of the bills and the letter before you start +collecting. + +Phillip" +"allen-p/_sent_mail/576.","Message-ID: <1519928.1075855728840.JavaMail.evans@thyme> +Date: Mon, 8 Jan 2001 23:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +We do not understand our VAR. Can you please get us all the detailed reports +and component VAR reports that you can produce? + +The sooner the better. + +Phillip" +"allen-p/_sent_mail/577.","Message-ID: <10523700.1075855728861.JavaMail.evans@thyme> +Date: Fri, 5 Jan 2001 03:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: tbland@enron.com +Subject: Re: Needs Assessment Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: tbland@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ted, + +Andrea in the analysts pool asked me to fill out this request. Can you help +expedite this process? + + +Phillip + +" +"allen-p/_sent_mail/578.","Message-ID: <6419637.1075855728883.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 23:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: fescofield@1411west.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: fescofield@1411west.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Frank, + +Did you receive the information about the San Marcos apartments. I have left +several messages at your office to follow up. You mentioned that your plate +was fairly full. Are you too busy to look at this project? As I mentioned I +would be interested in speaking to you as an advisor or at least a sounding +board for the key issues. + +Please email or call. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/_sent_mail/579.","Message-ID: <17345744.1075855728904.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 06:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Questions about 12/29 rentroll: + + There were two deposits that were not labeled. One for $150 and the other +for $75. Which apartments? 20a or #13? + + Utility overages for #26 and #44? Where did you get these amounts? For +what periods? + + +What is going on with #42. Do not evict this tenant for being unclean!!! +That will just create an apartment that we will have to spend a lot of money +and time remodeling. I would rather try and deal with this tenant by first +asking them to clean their apartment and fixing anything that is wrong like +leaky pipes. If that doesn't work, we should tell them we will clean the +apartment and charge them for the labor. Then we will perform monthly +inspections to ensure they are not damaging the property. This tenant has +been here since September 1998, I don't want to run them off. + +I check with the bank and I did not see that a deposit was made on Tuesday so +I couldn't check the total from the rentroll against the bank. Is this +right? Has the deposit been made yet? + + + A rentroll for Jan 5th will follow shortly. + +Phillip" +"allen-p/_sent_mail/58.","Message-ID: <29012036.1075855686523.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: Transportation Reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +it is ok with me." +"allen-p/_sent_mail/580.","Message-ID: <9014852.1075855728926.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 04:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Untitled.exe Untitled.exe [22/23] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +cannot open this file. Please send in different format" +"allen-p/_sent_mail/581.","Message-ID: <14373436.1075855728947.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 04:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: SM134 Balcones Bank Loan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +I can't open a winmail.dat file. can you send in a different format" +"allen-p/_sent_mail/582.","Message-ID: <15988511.1075855728969.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: New Generation, Nov 30th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/02/2001 +09:34 AM --------------------------- + + + + From: Tim Belden 12/05/2000 06:42 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: New Generation, Nov 30th + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 12/05/2000 05:44 AM +--------------------------- + +Kristian J Lande + +12/01/2000 03:54 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT, Saji +John/HOU/ECT@ECT, Michael Etringer/HOU/ECT@ECT +cc: Alan Comnes/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Robert +Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Todd +Perry/PDX/ECT@ECT, Jeffrey Oh/PDX/ECT@ECT +Subject: New Generation, Nov 30th + + + + +" +"allen-p/_sent_mail/583.","Message-ID: <15017773.1075855728994.JavaMail.evans@thyme> +Date: Fri, 29 Dec 2000 02:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, jane.tholt@enron.com, frank.ermis@enron.com, + tori.kuykendall@enron.com +Subject: Meeting with Governor Davis, need for additional + comments/suggestions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Jane M Tholt, Frank Ermis, Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/29/2000 +10:13 AM --------------------------- +From: Steven J Kean@ENRON on 12/28/2000 09:19 PM CST +To: Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, David +Parquet/SF/ECT@ECT, Marty Sunde/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, +Scott Stoness/HOU/EES@EES, Dennis Benevides/HOU/EES@EES, Robert +Badeer/HOU/ECT@ECT, Jeff Dasovich/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Susan J Mara/NA/Enron@ENRON, Richard +Shapiro/NA/Enron@Enron, James D Steffes/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, +Mark Palmer/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON +cc: +Subject: Meeting with Governor Davis, need for additional comments/suggestions + +We met with Gov Davis on Thursday evening in LA. In attendance were Ken Lay, +the Governor, the Governor's staff director (Kari Dohn) and myself. The gov. +spent over an hour and a half with us covering our suggestions and his +ideas. He would like some additional thoughts from us by Tuesday of next +week as he prepares his state of the state address for the following Monday. +Attached to the end of this memo is a list of solutions we proposed (based on +my discussions with several of you) as well as some background materials Jeff +Dasovich and I prepared. Below are my notes from the meeting regarding our +proposals, the governor's ideas, as well as my overview of the situation +based on the governor's comments: + +Overview: We made great progress in both ensuring that he understands that +we are different from the generators and in opening a channel for ongoing +communication with his administration. The gov does not want the utilities to +go bankrupt and seems predisposed to both rate relief (more modest than what +the utilities are looking for) and credit guarantees. His staff has more +work to do on the latter, but he was clearly intrigued with the idea. He +talked mainly in terms of raising rates but not uncapping them at the retail +level. He also wants to use what generation he has control over for the +benefit of California consumers, including utility-owned generation (which he +would dedicate to consumers on a cost-plus basis) and excess muni power +(which he estimates at 3000MW). He foresees a mix of market oriented +solutions as well as interventionist solutions which will allow him to fix +the problem by '02 and provide some political cover. +Our proposals: I have attached the outline we put in front of him (it also +included the forward price information several of you provided). He seemed +interested in 1) the buy down of significant demand, 2) the state setting a +goal of x000 MW of new generation by a date certain, 3) getting the utilities +to gradually buy more power forward and 4) setting up a group of rate +analysts and other ""nonadvocates"" to develop solutions to a number of issues +including designing the portfolio and forward purchase terms for utilities. +He was also quite interested in examining the incentives surrounding LDC gas +purchases. As already mentioned, he was also favorably disposed to finding +some state sponsored credit support for the utilities. +His ideas: The gov read from a list of ideas some of which were obviously +under serious consideration and some of which were mere ""brainstorming"". +Some of these ideas would require legislative action. +State may build (or make build/transfer arrangements) a ""couple"" of +generation plants. The gov feels strongly that he has to show consumers that +they are getting something in return for bearing some rate increases. This +was a frequently recurring theme. +Utilities would sell the output from generation they still own on a cost-plus +basis to consumers. +Municipal utilties would be required to sell their excess generation in +California. +State universities (including UC/CSU and the community colleges) would more +widely deploy distributed generation. +Expand in-state gas production. +Take state lands gas royalties in kind. +negotiate directly with tribes and state governments in the west for +addtional gas supplies. +Empower an existing state agency to approve/coordinate power plant +maintenance schedules to avoid having too much generation out of service at +any one time. +Condition emissions offsets on commitments to sell power longer term in state. +Either eliminate the ISO or sharply curtail its function -- he wants to hear +more about how Nordpool works(Jeff- someone in Schroeder's group should be +able to help out here). +Wants to condition new generation on a commitment to sell in state. We made +some headway with the idea that he could instead require utilities to buy +some portion of their forward requirements from new in-state generation +thereby accomplishing the same thing without using a command and control +approach with generators. +Securitize uncollected power purchase costs. +To dos: (Jeff, again I'd like to prevail on you to assemble the group's +thoughts and get them to Kari) +He wants to see 5 year fixed power prices for peak/ off-peak and baseload -- +not just the 5 one year strips. +He wants comments on his proposals by Tuesday. +He would like thoughts on how to pitch what consumers are getting out of the +deal. +He wants to assemble a group of energy gurus to help sort through some of the +forward contracting issues. +Thanks to everyone for their help. We made some progress today. + + +" +"allen-p/_sent_mail/584.","Message-ID: <7275000.1075855729016.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 05:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Trading Profits + +P. Allen 200 +M. Grigsby 463 +Rest of Desk 282 + +Total 945 + + + +I view my bonus as partly attributable to my own trading and partly to the +group's performance. Here are my thoughts. + + + + Minimum Market Maximum + +Cash 2 MM 4 MM 6 MM +Equity 2 MM 4 MM 6 MM + + +Here are Mike's numbers. I have not made any adjustments to them. + + + Minimum Market Maximum + +Cash 2 MM 3 MM 4 MM +Equity 4 MM 7 MM 12 MM + + +I have given him an ""expectations"" speech, but you might do the same at some +point. + +Phillip + +" +"allen-p/_sent_mail/585.","Message-ID: <32132432.1075855729038.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/28/2000 +09:50 AM --------------------------- + + +Hunter S Shively +12/28/2000 07:15 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + + + +Larry, + +I was able to scan my 98 & 99 tax returns into Adobe. Here they are plus the +excel file is a net worth statement. If you have any trouble downloading or +printing these files let me know and I can fax them to you. Let's talk +later today. + +Phillip + +P.S. Please remember to get Jim Murnan the info. he needs. + + + + +" +"allen-p/_sent_mail/586.","Message-ID: <24760206.1075855729060.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com, llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com, LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + + I continue to speak to an attorney for help with the investment structure +and a mortgage broker for help with the financing. Regarding the financing, +I am working with Jim Murnan at Pinnacle Mortgage here in Houston. I have +sent him some information on the project, but he needs financial information +on you. Can you please send it to him. His contact information is: phone +(713)781-5810, fax (713)781-6614, and email jim123@pdq.net. + + I know Larry has been working with a bank and they need my information. I +hope to pull that together this afternoon. + + I took the liberty of calling Thomas Reames from the Frog Pond document. He +was positive about his experience overall. He did not seem pleased with the +bookkeeping or information flow to the investor. I think we should discuss +these procedures in advance. + + Let's continue to speak or email frequently as new developments occur. + +Phillip" +"allen-p/_sent_mail/587.","Message-ID: <2727013.1075855729082.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + + I would appreciate your help in locating financing for the project I +described to you last week. The project is a 134 unit apartment complex in +San Marcos. There will be a builder/developer plus myself and possibly a +couple of other investors involved. As I mentioned last week, I would like +to find interim financing (land, construction, semi-perm) that does not +require the investors to personally guarantee. If there is a creative way to +structure the deal, I would like to hear your suggestions. One idea that has +been mentioned is to obtain a ""forward commitment"" in order to reduce the +equity required. I would also appreciate hearing from you how deals of this +nature are normally financed. Specifically, the transition from interim to +permanent financing. I could use a quick lesson in what numbers will be +important to banks. + + I am faxing you a project summary. And I will have the builder/developer +email or fax his financial statement to you. + + Let me know what else you need. The land is scheduled to close mid January. + + +Phillip Allen" +"allen-p/_sent_mail/588.","Message-ID: <31117023.1075855729103.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Everything should be done for closing on the Leander deal on the 29th. I +have fed ex'd the closing statements and set up a wire transfer to go out +tomorrow. When will more money be required? Escrow for roads? Utility +connections? Other rezoning costs? + +What about property taxes? The burnet land lost its ag exemption while I +owned it. Are there steps we can take to hold on to the exemption on this +property? Can you explain the risks and likelihood of any rollback taxes +once the property is rezoned? Do we need to find a farmer and give him +grazing rights? + +What are the important dates coming up and general status of rezoning and +annexing? I am worried about the whole country slipping into a recession and +American Multifamily walking on this deal. So I just want to make sure we +are pushing the process as fast as we can. + +Phillip" +"allen-p/_sent_mail/589.","Message-ID: <4439682.1075855729125.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 07:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.kean@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven J Kean +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + + +I am sending you a variety of charts with prices and operational detail. If +you need to call with questions my home number is 713-463-8626. + + + + + + + + + +As far as recommendations, here is a short list: + + 1. Examine LDC's incentive rate program. Current methodology rewards sales +above monthly index without enough consideration of future + replacement cost. The result is that the LDC's sell gas that should be +injected into storage when daily prices run above the monthly index. + This creates a shortage in later months. + + 2. California has the storage capacity and pipeline capacity to meet +demand. Investigate why it wasn't maximized operationally. + Specific questions should include: + + 1. Why in March '00-May '00 weren't total system receipts higher in order +to fill storage? + + 2. Why are there so many examples of OFO's on weekends that push away too +much gas from Socal's system. + I believe Socal gas does an extremely poor job of forecasting their +own demand. They repeatedly estimated they would receive more gas than +their injection capablity, but injected far less. + + 3. Similar to the power market, there is too much benchmarking to short +term prices. Not enough forward hedging is done by the major + LDCs. By design the customers are short at a floating +rate. This market has been long historically. It has been a buyers market +and the + consumer has benefitted. + + +Call me if you need any more input. + + +Phillip" +"allen-p/_sent_mail/59.","Message-ID: <25851542.1075855686544.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 08:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here is a rentroll for this week. The one you sent for 11/24 looked good. +It seems like most people are paying on time. Did you rent an efficiency to +the elderly woman on a fixed income? Go ahead a use your judgement on the +rent prices for the vacant units. If you need to lower the rent by $10 or +$20 to get things full, go ahead. + + I will be out of the office on Thursday. I will talk to you on Friday. + +Phillip + + + + +" +"allen-p/_sent_mail/590.","Message-ID: <26235173.1075855729148.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 01:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jason.moore@enron.com +Subject: Re: Global Ids +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jason Moore +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Monique Sanchez + +Jay Reitmeyer + +Randy Gay + +Matt Lenhart" +"allen-p/_sent_mail/591.","Message-ID: <29326578.1075855729169.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 01:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: jonathan.mckay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jonathan McKay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Here is our North of Stanfield forecast for Jan. + + +Supply Jan '01 Dec '00 Jan '00 + + Sumas 900 910 815 + Jackson Pr. 125 33 223 + Roosevelt 300 298 333 + + Total Supply 1325 1241 1371 + +Demand + North of Chehalis 675 665 665 + South of Chehalis 650 575 706 + + Total Demand 1325 1240 1371 + +Roosevelt capacity is 495. + +Let me know how your forecast differs. + + +Phillip + + + + + + + " +"allen-p/_sent_mail/592.","Message-ID: <10746340.1075855729191.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Global Ids +Cc: mary.gosnell@enron.com, jason.moore@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mary.gosnell@enron.com, jason.moore@enron.com +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: Mary G Gosnell, Jason Moore +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please assign global id's to the four junior traders listed on Dawn's +original email. The are all trading and need to have unique id's. + +Thank you" +"allen-p/_sent_mail/593.","Message-ID: <23792894.1075855729213.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 07:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: RE: access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D [PVTC]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Received the fax. Thank you. I might have to sell the QQQ and take the loss +for taxes. But I would roll right into a basket of individual technology +stocks. I think I mentioned this to you previously that I have decided to +use this account for the kids college. " +"allen-p/_sent_mail/594.","Message-ID: <19004025.1075855729234.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 23:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: RE: access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D [PVTC]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Fax number 713-646-2391" +"allen-p/_sent_mail/595.","Message-ID: <29571638.1075855729256.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 12:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: arsystem@mailman.enron.com +Subject: Re: Your Approval is Overdue: Access Request for + barry.tycholiz@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: ARSystem@mailman.enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +PLEASE APPROVE HIM FOR THIS. PHILLIP WILL NOT BE ABLE TO GET INTO HIS EMAIL +SYSTEM TO DO THIS. +IF YOU HAVE ANY QUESTIONS, OR PROBLEMS, PLEASE CALL ME AT X3-7257. + +THANK YOU. + +INA. + +IF THIS IS A PROBLEM TO DO IT THIS WAY PLEASE CALL ME AND I WILL WALK PHILLIP +THROUGH THE STEPS TO APPROVE. IF YOU CALL HIM, HE WILL DIRECT IT TO ME +ANYWAY. + + + + + + +ARSystem@mailman.enron.com on 12/18/2000 07:07:04 PM +To: phillip.k.allen@enron.com +cc: +Subject: Your Approval is Overdue: Access Request for barry.tycholiz@enron.com + + +This request has been pending your approval for 5 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000009659&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000009659 +Request Create Date : 12/8/00 8:23:47 AM +Requested For : barry.tycholiz@enron.com +Resource Name : VPN +Resource Type : Applications + + + + + + +" +"allen-p/_sent_mail/596.","Message-ID: <2276202.1075855729277.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 07:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com, llewter@austin.rr.com +Subject: Re: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: , LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George & Larry, + + + If possible, I would like to get together in Columbus as Larry suggested. +Thursday afternoon is the only day that really works for me. +Let me know if that would work for you. I was thinking around 2 or 2:30 pm. + +I will try to email you any questions I have from the latest proforma +tomorrow. + + +Phillip +" +"allen-p/_sent_mail/597.","Message-ID: <4076915.1075855729298.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 06:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Hear is a new NOI file. I have added an operating statement for 1999 +(partial year). + + + +I will try to email you some photos soon. + +Phillip +" +"allen-p/_sent_mail/598.","Message-ID: <2565282.1075855729320.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +The files attached contain a current rentroll, 2000 operating statement, and +a proforma operating statement. + + +" +"allen-p/_sent_mail/599.","Message-ID: <30812046.1075855729341.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Yes. Trading reports to Whalley. He is Lavorato's boss." +"allen-p/_sent_mail/6.","Message-ID: <10586305.1075855378285.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 16:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stanley.horton@enron.com, dmccarty@enron.com +Subject: California Summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stanley.horton , dmccarty +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 11:22 AM --------------------------- + + + From: Jay Reitmeyer 05/03/2001 11:03 AM + + + +To: stanley.horton@enron.com, dmccarty@enron.com +cc: +Subject: California Summary + +Attached is the final version of the California Summary report with maps, graphs, and historical data. + + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +bcc: +Subject: Additional California Load Information + + + +Additional charts attempting to explain increase in demand by hydro, load growth, and temperature. Many assumptions had to be made. The data is not as solid as numbers in first set of graphs. + + +" +"allen-p/_sent_mail/60.","Message-ID: <24093402.1075855686565.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 02:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Enron's December physical fixed price deals as of 11/28/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/29/2000 +10:01 AM --------------------------- + + +Anne Bike@ENRON +11/28/2000 09:04 PM +To: pallen70@hotmail.com, prices@intelligencepress.com, lkuch@mh.com +cc: Darron C Giron/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: Enron's December physical fixed price deals as of 11/28/00 + +Attached please find the spreadsheet containing the above referenced +information. + +" +"allen-p/_sent_mail/600.","Message-ID: <12524326.1075855729362.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 07:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@palm.net +Subject: Re: Call saturday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry E. Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + + 10 AM tomorrow is good for me. If you want to email me anything tonight, +please use pallen70@hotmail.com. + +Phillip" +"allen-p/_sent_mail/601.","Message-ID: <9400496.1075855729384.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I want to get the lease data and tenant data updated. + + The critical information is 1. Move in or lease start date + 2. Lease expiration date + 3. Rent + 4. Deposit + + If you have the info you can + fill in these items 1. Number of occupants + 2. Workplace + + + All the new leases should be the long form. + + + + The apartments that have new tenants since these columns have been updated +back in October are #3,5,9,11,12,17,21,22,23,25,28,33,38. + + + I really need to get this by tomorrow. Please use the rentroll_1215 file to +input the correct information on all these tenants. And email it to me +tomorrow. You should have all this information on their leases and +applications. + +Phillip" +"allen-p/_sent_mail/602.","Message-ID: <19873903.1075855729406.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a new file for 12/15. + + + + +For the rentroll for 12/08 here are my questions: + + #23 & #24 did not pay. Just late or moving? + + #25 & #33 Both paid 130 on 12/01 and $0 on 12/08. What is the deal? + + #11 Looks like she is caught up. When is she due again? + + +Please email the answers. + +Phillip + " +"allen-p/_sent_mail/603.","Message-ID: <19879889.1075855729427.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 03:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: jay.reitmeyer@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +11:15 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 12/13/2000 02:01 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +Phillip -- Is the value axis on Sheet 2 of the ""socalprices"" spread sheet +supposed to be in $? If so, are they the right values (millions?) and where +did they come from? I can't relate them to the Sheet 1 spread sheet. + +As I told Mike, we will file this out-of-time tomorrow as a supplement to our +comments today along with a cover letter. We have to fully understand the +charts and how they are constructed, and we ran out of time today. It's much +better to file an out-of-time supplement to timely comments than to file the +whole thing late, particuarly since this is apparently on such a fast track. + +Thanks. + + + + + + From: Phillip K Allen 12/13/2000 03:04 PM + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + +" +"allen-p/_sent_mail/604.","Message-ID: <19822245.1075855729449.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: paul.kaufman@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul Kaufman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Yes you can use this chart. Does it make sense? " +"allen-p/_sent_mail/605.","Message-ID: <24071499.1075855729470.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Final FIled Version +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +10:06 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 04:39 PM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Susan J +Mara/NA/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Mary Hain/HOU/ECT@ECT, Christi L Nicolay/HOU/ECT@ECT, Donna +Fulton/Corp/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Shelley +Corman/ET&S/Enron@ENRON +cc: +Subject: Final FIled Version + + +----- Forwarded by Sarah Novosel/Corp/Enron on 12/13/2000 05:35 PM ----- + + ""Randall Rich"" + 12/13/2000 05:13 PM + + To: ""Jeffrey Watkiss"" , , +, , , +, + cc: + Subject: Final FIled Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC + +" +"allen-p/_sent_mail/61.","Message-ID: <2938245.1075855686586.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 09:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: rent roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/28/2000 +05:48 PM --------------------------- + + +""Lucy Gonzalez"" on 11/28/2000 01:02:22 PM +To: pallen@enron.com +cc: +Subject: rent roll + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1124.xls +" +"allen-p/_sent_mail/62.","Message-ID: <24526608.1075855686607.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 03:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Nortel box +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +How about 3:30" +"allen-p/_sent_mail/63.","Message-ID: <2514232.1075855686629.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 06:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + I received the drawings. They look good at first glance. I will look at +them in depth this weekend. The proforma was in the winmail.dat format which +I cannot open. Please resend in excel or a pdf format. If you will send it +to pallen70@hotmail.com, I will be able to look at it this weekend. Does +this file have a timeline for the investment dollars? I just want to get a +feel for when you will start needing money. + + +Phillip" +"allen-p/_sent_mail/64.","Message-ID: <11672870.1075855686651.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 04:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas Trading 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Paula, + + I looked over the plan. It looks fine. + +Phillip" +"allen-p/_sent_mail/65.","Message-ID: <26724587.1075855686673.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 00:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/17/2000 +08:27 AM --------------------------- + + +""George Richards"" on 11/17/2000 05:25:35 AM +Please respond to +To: ""Phillip Allen"" , ""Larry Lewter"" + +cc: +Subject: SM134 Proforma.xls + + +Enclosed is the cost breakdown for the appraiser. Note that the +construction management fee (CMF) is stated at 12.5% rather than our +standard rate of 10%. This will increase cost and with a loan to cost ratio +of 75%, this will increase the loan amount and reduce required cash equity. + +Also, we are quite confident that the direct unit and lot improvement costs +are high. Therefore, we should have some additional room once we have +actual bids, as The Met project next door is reported to have cost $49 psf +without overhead or CMF, which is $54-55 with CMF. + +It appears that the cash equity will be $1,784,876. However, I am fairly +sure that we can get this project done with $1.5MM. + +I hope to finish the proforma today. The rental rates that we project are +$1250 for the 3 ADA units, $1150-1200 for the 2 bedroom and $1425 for the 3 +bedroom. Additional revenues could be generated by building detached +garages, which would rent for $50-75 per month. + + + + + - winmail.dat +" +"allen-p/_sent_mail/66.","Message-ID: <517670.1075855686695.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:51 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/_sent_mail/67.","Message-ID: <9890734.1075855686716.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:50 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/_sent_mail/68.","Message-ID: <4923155.1075855686756.JavaMail.evans@thyme> +Date: Wed, 15 Nov 2000 08:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: San Marcos Study +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The other files opened fine, but I can't open winmail.dat files. Can you +resend this one in a pdf format.? + +Thanks, + +Phillip" +"allen-p/_sent_mail/69.","Message-ID: <31795707.1075855686778.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 09:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, How are you today I am very busy but I have to let you know that #37 +I.Knockum is pd up untill 11/17/00 because on 10/26/00 she pd 250.00 so i +counted and tat pays her up untill 10/26/ or did i count wrong? +Lucy says: +she pays 125.00 a week but she'sgoing on vacation so thjat is why she pd more +Lucy says: +I have all the deposit ready but she isn't due on this roll I just wanted to +tell you because you might think she didn't pay or something +Lucy says: +the amnt is:4678.00 I rented #23 aand #31 may be gone tonight I have been +putting in some overtime trying to rent something out i didnt leave last +night untill 7:00 and i have to wait for someone tonight that works late. +phillip says: +send me the rentroll when you can +phillip says: +Did I tell you that I am going to try and be there this Fri & Sat +Lucy says: +no you didn't tell me that you were going to be here but wade told me this +morning I sent you the roll did you get it? Did you need me here this weekend +because I have a sweet,sixteen I'm getting ready for and if you need me here +Sat,then I will get alot done before then. +phillip says: +We can talk on Friday +Lucy says: +okay see ya later bye. +Lucy says: +I sent you the roll did you get it ? +phillip says: +yes thank you + + The following message could not be delivered to all recipients: +yes thank you + + + +" +"allen-p/_sent_mail/7.","Message-ID: <18435268.1075855378308.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 12:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jay.reitmeyer@enron.com, matt.smith@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart , Jay Reitmeyer , Matt Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Can you guys coordinate to make sure someone listens to this conference call each week. Tara from the fundamental group was recording these calls when they happened every day. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 07:26 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale matters (should also give you an opportunity to raise state matters if you want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for use on tomorrow's conference call. It is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending the Senate Energy and Resource Committee Hearing on the elements of the FERC market monitoring and mitigation order. + + + + + +" +"allen-p/_sent_mail/70.","Message-ID: <2578471.1075855686799.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: New Employee on 32 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Where can we put Barry T.? + +Phillip + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/14/2000 +02:32 PM --------------------------- + + +Barry Tycholiz +11/13/2000 08:06 AM +To: Ina Rangel/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Employee on 32 + +I will be relocating to 32 effective Dec. 4. Can you have me set up with all +the required equipment including, PC ( 2 Flat screens), Telephone, and cell +phone. Talk to Phillip regarding where to set my seat up for right now. + +Thanks in advance. . + +Barry + +If there are any questions... Give me a call. ( 403-) 245-3340. + + +" +"allen-p/_sent_mail/71.","Message-ID: <17606686.1075855686820.JavaMail.evans@thyme> +Date: Mon, 13 Nov 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Just a note to check in. Are there any new developments? + +Phillip" +"allen-p/_sent_mail/72.","Message-ID: <32606382.1075855686844.JavaMail.evans@thyme> +Date: Mon, 13 Nov 2000 05:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: faith.killen@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Faith Killen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + " +"allen-p/_sent_mail/73.","Message-ID: <4495124.1075855686866.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 07:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +03:45 PM --------------------------- + + +Ina Rangel +11/03/2000 11:53 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + +Phillip, + +Here is your hotel itinerary for Monday night. + +-Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 11/03/2000 01:53 PM +--------------------------- + + +SHERRI SORRELS on 11/03/2000 01:52:21 PM +To: INA.RANGEL@ENRON.COM +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + + + SALES AGT: JS/ZBATUD + + ALLEN/PHILLIP + + + ENRON + 1400 SMITH + HOUSTON TX 77002 + INA RANGEL X37257 + + + DATE: NOV 03 2000 ENRON + + + +HOTEL 06NOV DOUBLETREE DURANGO + 07NOV 501 CAMINO DEL RIO + DURANGO, CO 81301 + TELEPHONE: (970) 259-6580 + CONFIRMATION: 85110885 + REFERENCE: D1KRAC + RATE: RAC USD 89.00 PER NIGHT +GHT + ADDITIONAL CHARGES MAY APPLY + + + INVOICE TOTAL 0 + + + +THANK YOU +*********************************************** +**48 HR CANCELLATION REQUIRED** + THANK YOU FOR CALLING VITOL TRAVEL + + +__________________________________________________ +Do You Yahoo!? +From homework help to love advice, Yahoo! Experts has your answer. +http://experts.yahoo.com/ + + +" +"allen-p/_sent_mail/735.","Message-ID: <23861783.1075855732328.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 08:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: You Game? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +raincheck?" +"allen-p/_sent_mail/74.","Message-ID: <18528711.1075855686888.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 05:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: New Generation as of Oct 24th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +01:40 PM --------------------------- + +Kristian J Lande + +11/03/2000 08:36 AM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Chris H Foster/HOU/ECT@ECT, Kim Ward/HOU/ECT@ECT, Paul Choi/SF/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT +Subject: New Generation as of Oct 24th + + + +As noted in my last e-mail, the Ray Nixon expansion project in Colorado had +the incorrect start date. My last report showed an online date of May 2001; +the actual anticipated online date is May 2003. + +The following list ranks the quality and quantity of information that I have +access to in the WSCC: + + 1) CA - siting office, plant contacts + 2) PNW - siting offices, plant contacts + 3) DSW - plant contacts, 1 siting office for Maricopa County Arizona. + 4) Colorado - Integrated Resource Plan + +If anyone has additional information regarding new generation in the Desert +Southwest or Colorado, such as plant phone numbers or contacts, I would +greatly appreciate receiving this contact information. +" +"allen-p/_sent_mail/75.","Message-ID: <26920113.1075855686909.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 08:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +04:12 PM --------------------------- + + +""phillip allen"" on 11/02/2000 12:58:03 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - rentroll_1027.xls + - rentroll_1103.xls +" +"allen-p/_sent_mail/753.","Message-ID: <6089743.1075855732715.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 06:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Pick your Poison? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +No can do. +Are you in the zone?" +"allen-p/_sent_mail/76.","Message-ID: <31937997.1075855686930.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Your attachment is not opening on my computer. Can you put the info in +Word instead? + +Thanks, + +Phillip +" +"allen-p/_sent_mail/77.","Message-ID: <11681568.1075855686951.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 02:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: colin.tonks@enron.com +Subject: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colin Tonks +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +10:36 AM --------------------------- + + +""George Richards"" on 11/02/2000 07:17:16 AM +Please respond to +To: ""Phillip Allen"" +cc: +Subject: Resumes + + +Please excuse the delay in getting these resumes to you. Larry did not have +his prepared and then I forgot to send them. I'll try to get a status +report to you latter today. + + + - winmail.dat +" +"allen-p/_sent_mail/78.","Message-ID: <5139713.1075855686972.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 08:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Inquiry.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Put me down as a reviewer" +"allen-p/_sent_mail/79.","Message-ID: <14060280.1075855686995.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 07:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Inquiry.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +can you fill it in yourself? I will sign it." +"allen-p/_sent_mail/8.","Message-ID: <33489531.1075855378332.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 11:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California Update 5/4/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 0= +6:54 AM --------------------------- +From:=09Kristin Walsh/ENRON@enronXgate on 05/04/2001 04:32 PM CDT +To:=09John J Lavorato/ENRON@enronXgate, Louise Kitchen/HOU/ECT@ECT +cc:=09Phillip K Allen/HOU/ECT@ECT, Tim Belden/ENRON@enronXgate, Jeff Dasovi= +ch/NA/Enron@Enron, Chris Gaskill/ENRON@enronXgate, Mike Grigsby/HOU/ECT@ECT= +, Tim Heizenrader/ENRON@enronXgate, Vince J Kaminski/HOU/ECT@ECT, Steven J = +Kean/NA/Enron@Enron, Rob Milnthorp/CAL/ECT@ECT, Kevin M Presto/HOU/ECT@ECT,= + Claudio Ribeiro/ENRON@enronXgate, Richard Shapiro/NA/Enron@Enron, James D = +Steffes/NA/Enron@Enron, Mark Tawney/ENRON@enronXgate, Scott Tholan/ENRON@en= +ronXgate, Britt Whitman/ENRON@enronXgate, Lloyd Will/HOU/ECT@ECT=20 +Subject:=09California Update 5/4/01 + +If you have any questions, please contact Kristin Walsh at (713) 853-9510. + +Bridge Loan Financing Bills May Not Meet Their May 8th Deadline Due to Lack= + of Support +Sources report there will not be a vote regarding the authorization for the= + bond issuance/bridge loan by the May 8th deadline. Any possibility for a= + deal has reportedly fallen apart. According to sources, both the Republic= +ans and Democratic caucuses are turning against Davis. The Democratic cauc= +us is reportedly ""unwilling to fight"" for Davis. Many legislative Republic= +ans and Democrats reportedly do not trust Davis and express concern that, o= +nce the bonds are issued to replenish the General Fund, Davis would ""double= + dip"" into the fund. Clearly there is a lack of good faith between the leg= +islature and the governor. However, it is believed once Davis discloses th= +e details of the power contracts negotiated, a bond issuance will take plac= +e. Additionally, some generator sources have reported that some of the lon= +g-term power contracts (as opposed to those still in development) require t= +hat the bond issuance happen by July 1, 2001. If not, the state may be in = +breach of contract. Sources state that if the legislature does not pass th= +e bridge loan legislation by May 8th, having a bond issuance by July 1st wi= +ll be very difficult. + +The Republicans were planning to offer an alternative plan whereby the stat= +e would ""eat"" the $5 billion cost of power spent to date out of the General= + Fund, thereby decreasing the amount of the bond issuance to approximately = +$8 billion. However, the reportedly now are not going to offer even this = +concession. Sources report that the Republicans intend to hold out for ful= +l disclosure of the governor's plan for handling the crisis, including the = +details and terms of all long-term contracts he has negotiated, before they= + will support the bond issuance to go forward. + +Currently there are two bills dealing with the bridge loan; AB 8X and AB = +31X. AB 8X authorizes the DWR to sell up to $10 billion in bonds. This bi= +ll passed the Senate in March, but has stalled in the Assembly due to a lac= +k of Republican support. AB 31X deals with energy conservation programs fo= +r community college districts. However, sources report this bill may be am= +ended to include language relevant to the bond sale by Senator Bowen, curre= +ntly in AB 8X. Senator Bowen's language states that the state should get = +paid before the utilities from rate payments (which, if passed, would be li= +kely to cause a SoCal bankruptcy).=20 +=20 +According to sources close to the Republicans in the legislature, Republic= +ans do not believe there should be a bridge loan due to money available in = +the General Fund. For instance, Tony Strickland has stated that only 1/2 = +of the bonds (or approximately $5 billion) should be issued. Other Republ= +icans reportedly do not support issuing any bonds. The Republicans intend= + to bring this up in debate on Monday. Additionally, Lehman Brothers repo= +rtedly also feels that a bridge loan is unnecessary and there are some ind= +ications that Lehman may back out of the bridge loan. +=20 +Key Points of the Bridge Financing +Initial Loan Amount:=09$4.125 B +Lenders:=09=09JP Morgan=09=09$2.5 B +=09=09=09Lehman Brothers=09=09$1.0 B +=09=09=09Bear Stearns=09=09$625 M +Tax Exempt Portion:=09Of the $4.125 B; $1.6 B is expected to be tax-exempt +Projected Interest Rate:=09Taxable Rate=09=095.77% +=09=09=09Tax-Exempt Rate=09=094.77% +Current Projected=20 +Blended IR:=09=095.38% +Maturity Date:=09=09August 29, 2001 +For more details please contact me at (713) 853-9510 + +Bill SB 6X Passed the Senate Yesterday, but Little Can be Done at This Time +The Senate passed SB 6X yesterday, which authorizes $5 billion to create t= +he California Consumer Power and Conservation Authority. The $5 billion= + authorized under SB 6X is not the same as the $5 billion that must be aut= +horized by the legislature to pay for power already purchased, or the addi= +tional amount of bonds that must be authorized to pay for purchasing power = +going forward. Again, the Republicans are not in support of these authoriz= +ations. Without the details of the long-term power contracts the governor = +has negotiated, the Republicans do not know what the final bond amount is = +that must be issued and that taxpayers will have to pay to support. No f= +urther action can be taken regarding the implementation of SB 6X until it = +is clarified how and when the state and the utilities get paid for purchas= +ing power. Also, there is no staff, defined purpose, etc. for the Calif= +ornia Public Power and Conservation Authority. However, this can be consi= +dered a victory for consumer advocates, who began promoting this idea earl= +ier in the crisis. +=20 +SoCal Edison and Bankruptcy +At this point, two events would be likely to trigger a SoCal bankruptcy. T= +he first would be a legislative rejection of the MOU between SoCal and the = +governor. The specified deadline for legislative approval of the MOU is Au= +gust 15th, however, some decision will likely be made earlier. According t= +o sources, the state has yet to sign the MOU with SoCal, though SoCal has s= +igned it. The Republicans are against the MOU in its current form and Davi= +s and the Senate lack the votes needed to pass. If the legislature indicat= +es that it will not pas the MOU, SoCal would likely file for voluntary bank= +ruptcy (or its creditor - involuntary) due to the lack operating cash. =20 + +The second likely triggering event, which is linked directly to the bond is= +suance, would be an effort by Senator Bowen to amend SB 31X (bridge loan) s= +tating that the DWR would received 100% of its payments from ratepayers, th= +en the utilities would receive the residual amount. In other words, the st= +ate will get paid before the utilities. If this language is included and p= +assed by the legislature, it appears likely that SoCal will likely file for= + bankruptcy. SoCal is urging the legislature to pay both the utilities and= + the DWR proportionately from rate payments. + +" +"allen-p/_sent_mail/80.","Message-ID: <20826693.1075855687016.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 03:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/01/2000 +11:33 AM --------------------------- + + +Jeff Richter +10/20/2000 02:16 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Generation + +http://westpower.enron.com/ca/generation/default.asp +" +"allen-p/_sent_mail/81.","Message-ID: <27949484.1075855687038.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 07:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: Approval for Plasma Screens +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Activate Plan B. No money from John. + + Wish I had better news. + +Phillip" +"allen-p/_sent_mail/82.","Message-ID: <18494217.1075855687060.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + +The back office is having a hard time dealing with the $11 million dollars +that is to be recognized as transport expense by the west desk then recouped +from the Office of the Chairman. Is your understanding that the West desk +will receive origination each month based on the schedule below. + + + The Office of the Chairman agrees to grant origination to the Denver desk as +follows: + +October 2000 $1,395,000 +November 2000 $1,350,000 +December 2000 $1,395,000 +January 2001 $ 669,600 +February 2001 $ 604,800 +March 2001 $ 669,600 +April 2001 $ 648,000 +May 2001 $ 669,600 +June 2001 $ 648,000 +July 2001 $ 669,600 +August 2001 $ 669,600 +September 2001 $ 648,000 +October 2001 $ 669,600 +November 2001 $ 648,000 +December 2001 $ 669,600 + +This schedule represents a demand charge payable to NBP Energy Pipelines by +the Denver desk. The demand charge is $.18/MMBtu on 250,000 MMBtu/Day +(Oct-00 thru Dec-00) and 120,000 MMBtu/Day (Jan-01 thru Dec-01). The ENA +Office of the Chairman has agreed to reimburse the west desk for this expense. + +Let me know if you disagree. + +Phillip" +"allen-p/_sent_mail/83.","Message-ID: <17616616.1075855687082.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.stock@enron.com +Subject: Re: Astral downtime request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Stock +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Thank you for the update. The need is still great for this disk space. + +Phillip" +"allen-p/_sent_mail/84.","Message-ID: <31719592.1075855687103.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: Approval for Plasma Screens +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + +I spoke to Jeff. He said he would not pay anything. I am waiting for John to +be in a good mood to ask. What is plan B? + +Phillip" +"allen-p/_sent_mail/85.","Message-ID: <31924171.1075855687124.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: anne.bike@enron.com +Subject: November fixed-price deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Anne Bike +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/31/2000 +12:11 PM --------------------------- + + +liane_kucher@mcgraw-hill.com on 10/31/2000 09:57:05 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: November fixed-price deals + + + + +Phil, +Thanks so much for pulling together the November bidweek information for the +West and getting it to us with so much detail well before our deadline. Please +call me if you have any questions, comments, and/or concerns about bidweek. + +Liane Kucher, Inside FERC Gas Market Report +202-383-2147 + + +" +"allen-p/_sent_mail/86.","Message-ID: <14186646.1075855687147.JavaMail.evans@thyme> +Date: Mon, 30 Oct 2000 01:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: ERMS / RMS Databases +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/30/2000 +09:14 AM --------------------------- + + + Enron Technology + + From: Stephen Stock 10/27/2000 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ERMS / RMS Databases + +Phillip, + +It looks as though we have most of the interim hardware upgrades in the +building now, although we are still expecting a couple of components to +arrive on Monday. + +The Unix Team / DBA Team and Applications team expect to have a working test +server environment on Tuesday. If anything changes, I'll let you know. + +best regards + +Steve Stock +" +"allen-p/_sent_mail/87.","Message-ID: <30734779.1075855687169.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Cc: robert.badeer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.badeer@enron.com +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: Robert Badeer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/27/2000 +10:47 AM --------------------------- + + + + From: Phillip K Allen 10/27/2000 08:30 AM + + +To: Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT +cc: +Subject: + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip +" +"allen-p/_sent_mail/88.","Message-ID: <22507049.1075855687190.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, robert.badeer@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Robert Badeer, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip" +"allen-p/_sent_mail/89.","Message-ID: <16861045.1075855687211.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 00:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: Re: password +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dexter Steis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dexter, + + I spoke to our EOL support group and requested a guest id for +you. Did you receive an email with a login and password yesterday? +If not, call me and I will find out why not. + +Phillip +713-853-7041" +"allen-p/_sent_mail/9.","Message-ID: <16509612.1075855378434.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 15:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, jay.reitmeyer@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby , Keith Holst , Frank Ermis , Jane M Tholt , Jay Reitmeyer , Tori Kuykendall , Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\'Sent Mail +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/04/2001 10:15 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale matters (should also give you an opportunity to raise state matters if you want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for use on tomorrow's conference call. It is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending the Senate Energy and Resource Committee Hearing on the elements of the FERC market monitoring and mitigation order. + + + + + +" +"allen-p/_sent_mail/90.","Message-ID: <16417812.1075855687233.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 10:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + The San Marcos project is sounding very attractive. I have one other +investor in addition to Keith that has interest. Some additional background +information on Larry and yourself would be helpful. + + Background Questions: + + Please provide a brief personal history of the two principals involved in +Creekside. + + Please list projects completed during the last 5 years. Include the project +description, investors, business entity, + + Please provide the names and numbers of prior investors. + + Please provide the names and numbers of several subcontractors used on +recent projects. + + + With regard to the proposed investment structure, I would suggest a couple +of changes to better align the risk/reward profile between Creekside and the +investors. + + + Preferable Investment Structure: + + Developers guarantee note, not investors. + + Preferred rate of return (10%) must be achieved before any profit sharing. + + Builder assumes some risk for cost overruns. + + Since this project appears so promising, it seems like we should +tackle these issues now. These questions are not intended to be offensive in +any way. It is my desire to build a successful project with Creekside that +leads to future opportunities. I am happy to provide you with any +information that you need to evaluate myself or Keith as a business partner. + +Sincerely, + +Phillip Allen + + +" +"allen-p/_sent_mail/91.","Message-ID: <16075490.1075855687255.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 09:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com, randall.gay@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com, randall.gay@enron.com +X-From: Phillip K Allen +X-To: )bob.m.hall@enron.com +X-cc: Robert Superty, Randall L Gay +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Patti Sullivan held together the scheduling group for two months while Randy +Gay was on a personal leave. She displayed a tremendous amount of commitment +to the west desk during that time. She frequently came to work before 4 AM +to prepare operations reports. Patti worked 7 days a week during this time. +If long hours were not enough, there was a pipeline explosion during this +time which put extra volatility into the market and extra pressure on Patti. +She didn't crack and provided much needed info during this time. + + Patti is performing the duties of a manager but being paid as a sr. +specialist. Based on her heroic efforts, she deserves a PBR. Let me know +what is an acceptable cash amount. + +Phillip" +"allen-p/_sent_mail/92.","Message-ID: <480919.1075855687277.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 09:49:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andy.zipper@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andy, + + Please assign a user name to Randy Gay. + +Thank you, + +Phillip" +"allen-p/_sent_mail/93.","Message-ID: <29752986.1075855687298.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 07:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andy, + + I spoke to John L. and he ok'd one of each new electronic system for the +west desk. Are there any operational besides ICE and Dynegy? If not, can +you have your assistant call me with id's and passwords. + +Thank you, + +Phillip" +"allen-p/_sent_mail/94.","Message-ID: <30296048.1075855687322.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 06:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/24/2000 +01:29 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/_sent_mail/95.","Message-ID: <30732006.1075855687344.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com +X-From: Phillip K Allen +X-To: bob.m.hall@enron.com +X-cc: Robert Superty +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Regarding Patti Sullivan's contributions to the west desk this year, her +efforts deserve recognition and a PBR award. Patti stepped up to fill the +gap left by Randy Gay's personal leave. Patti held together the scheduling +group for about 2 month's by working 7days a week during this time. Patti +was always the first one in the office during this time. Frequently, she +would be at work before 4 AM to prepare the daily operation package. All the +traders came to depend on the information Patti provided. This information +has been extremely critical this year due to the pipeline explosion and size +of the west desk positions. + Please call to discuss cash award. + +Phillip" +"allen-p/_sent_mail/96.","Message-ID: <9467487.1075855687366.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 05:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rbandekow@home.com +Subject: Re: Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Richard J. Bandekow"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Richard, + + Are you available at 5:30 ET today? + +Phillip" +"allen-p/_sent_mail/97.","Message-ID: <4944629.1075855687387.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 08:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jedglick@hotmail.com +Subject: Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jedglick@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jed, + + I understand you have been contacted regarding a telephone interview to +discuss trading opportunities at Enron. I am sending you this message to +schedule the interview. Please call or email me with a time that would be +convenient for you. I look forward to speaking with you. + +Phillip Allen +West Gas Trading +pallen@enron.com +713-853-7041" +"allen-p/_sent_mail/98.","Message-ID: <23615201.1075855687408.JavaMail.evans@thyme> +Date: Fri, 20 Oct 2000 03:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the actual utility bills versus the cap. Did we collect +these overages? Let's discuss further? Remember these bills were paid in +July and August. The usage dates are much earlier. I have the bills but I +can get them to you if need be. + +Philip" +"allen-p/_sent_mail/99.","Message-ID: <18861958.1075855687429.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 07:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: EOL Screens in new Body Shop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\'sent mail +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Any time tomorrow between 10 am and 1 pm would be good for looking at the +plans. As far as the TV's, what do you need me to do? Do we need plasma +screens or would regular monitors be just as good at a fraction of the cost. + +Phillip" +"allen-p/all_documents/1.","Message-ID: <29790972.1075855665306.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 18:41:00 -0800 (PST) +From: 1.11913372.-2@multexinvestornetwork.com +To: pallen@enron.com +Subject: December 14, 2000 - Bear Stearns' predictions for telecom in Latin + America +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Multex Investor <1.11913372.-2@multexinvestornetwork.com> +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +In today's Daily Update you'll find free reports on +America Online (AOL), Divine Interventures (DVIN), +and 3M (MMM); reports on the broadband space, Latin +American telecom, and more. + +For free research, editor's picks, and more come to the Daily Investor: +http://www.multexinvestor.com/AF004627/magazinecover.asp?promo=unl&d=20001214# +investor + +*************************************************************** +You are receiving this mail because you have registered for +Multex Investor. To unsubscribe, see bottom of this message. +*************************************************************** + +======================== Sponsored by ========================= +Would you own just the energy stocks in the S&P 500? +Select Sector SPDRs divides the S&P 500 into nine sector index funds. +Pick and choose just the pieces of the S&P 500 you like best. +http://www.spdrindex.com +=============================================================== + +Featured in today's edition of the Daily Update: + +1. SPECIAL ANNOUNCEMENT: Treat yourself to Multex Investor's NEW Personal +Finance Channel to take advantage of top-notch content and tools FREE. + +2. DAILY FREE SPONSOR REPORT: Robertson Stephens maintains a ""buy"" rating +on Divine Interventures (DVIN). + +3. FREE RESEARCH REPORT: Jefferies & Co. rates America Online (AOL) a +""buy,"" saying projected growth remains in place. + +4. ASK THE ANALYST: Morgan Stanley Dean Witter's Lew Smith in the Analyst +Corner + +5. HOT REPORT: Oscar Gruss & Son's most recent issue of its Broadband +Brief reports the latest developments in the broadband space. + +6. EDITOR'S PICK: Bear Stearns measures the impact of broadband and the +Internet on telecom in Latin America. + +7. FREE STOCK SNAPSHOT: The current analysts' consensus rates 3M (MMM), a +""buy/hold."" + +8. JOIN THE MARKETBUZZ: where top financial industry professionals answer +your questions and offer insights every market day from noon 'til 2:00 +p.m. ET. + +9. TRANSCRIPTS FROM WALL STREET: Ash Rajan, senior vice president and +market analyst with Prudential Securities, answers questions about the +market. + +======================== Sponsored by ========================= +Profit From AAII's ""Cash Rich"" Stock Screen - 46% YTD Return + +With so much market volatility, how did AAII's ""Cash Rich"" +Stock Screen achieve such stellar returns? Find the answer by +taking a free trial membership from the American Association +of Individual Investors and using our FREE Stock Screen service at: +http://subs.aaii.com/c/go/XAAI/MTEX1B-aaiitU1?s=S900 +=============================================================== + +1. NEW ON MULTEX INVESTOR +Take charge of your personal finances + +Do you have endless hours of free time to keep your financial house in +order? We didn't think so. That's why you need to treat yourself to Multex +Investor's NEW Personal Finance Channel to take advantage of top-notch +content and tools FREE. +Click here for more information. +http://www.multexpf.com?mktg=sgpftx4&promo=unl&t=10&d=20001214 + + +2. DAILY FREE SPONSOR REPORT +Divine Interventures (DVIN) + +Robertson Stephens maintains a ""buy"" rating on Divine Interventures, an +incubator focused on infrastructure services and business-to-business +(B2B) exchanges. Register for Robertson Stephens' free-research trial to +access this report. +Click here. +http://www.multexinvestor.com/Download.asp?docid=5018549&sid=9&promo=unl&t=12& +d=20001214 + + +3. FREE RESEARCH REPORT +Hold 'er steady -- America Online (AOL) + +AOL's projected growth and proposed merger with Time Warner (TWX) both +remain in place, says Jefferies & Co., which maintains a ""buy"" rating on +AOL. In the report, which is free for a limited time, analysts are +confident the deal will close soon. +Click here. +http://www.multexinvestor.com/AF004627/magazinecover.asp?promo=unl&t=11&d=2000 +1214 + + +4. TODAY IN THE ANALYST CORNER +Following market trends + +Morgan Stanley Dean Witter's Lew Smith sees strong underlying trends +guiding future market performance. What trends does he point to, and what +stocks and sectors does he see benefiting from his premise? + +Here is your opportunity to gain free access to Morgan Stanley's research. +Simply register and submit a question below. You will then have a free +trial membership to this top Wall Street firms' research! Lew Smith will +be in the Analyst Corner only until 5 p.m. ET Thurs., Dec. 14, so be sure +to ask your question now. +Ask the analyst. +http://www.multexinvestor.com/ACHome.asp?promo=unl&t=1&d=20001214 + + +5. WHAT'S HOT? RESEARCH REPORTS FROM MULTEX INVESTOR'S HOT LIST +Breaking the bottleneck -- An update on the broadband space + +Oscar Gruss & Son's most recent issue of its Broadband Brief reports the +latest developments in the broadband space, with coverage of Adaptive +Broadband (ADAP), Broadcom (BRCM), Efficient Networks (EFNT), and others +(report for purchase - $25). +Click here. +http://www.multexinvestor.com/Download.asp?docid=5149041&promo=unl&t=4&d=20001 +214 + +======================== Sponsored by ========================= +Get Red Herring insight into hot IPOs, investing strategies, +stocks to watch, future technologies, and more. FREE +E-newsletters from Redherring.com provide more answers, +analysis and opinion to help you make more strategic +investing decisions. Subscribe today +http://www.redherring.com/jump/om/i/multex/email2/subscribe/47.html +=============================================================== + +6. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE +Que pasa? -- Predicting telecom's future in Latin America + +Bear Stearns measures the impact of broadband and the Internet on telecom +in Latin America, saying incumbent local-exchange carriers (ILECs) are +ideally positioned to benefit from the growth of Internet and data +services (report for purchase - $150). +Click here. +http://www.multexinvestor.com/Download.asp?docid=5140995&promo=unl&t=8&d=20001 +214 + + +7. FREE STOCK SNAPSHOT +3M (MMM) + +The current analysts' consensus rates 3M, a ""buy/hold."" Analysts expect +the industrial product manufacturer to earn $4.76 per share in 2000 and +$5.26 per share in 2001. +Click here. +http://www.multexinvestor.com/Download.asp?docid=1346414&promo=unl&t=3&d=20001 +214 + + +8. JOIN THE MARKETBUZZ! +Check out SageOnline + +where top financial industry professionals answer your questions and offer +insights every market day from noon 'til 2:00 p.m. ET. +Click here. +http://multexinvestor.sageonline.com/page2.asp?id=9512&ps=1&s=2&mktg=evn&promo +=unl&t=24&d=20001214 + + +9. TRANSCRIPTS FROM WALL STREET'S GURUS +Prudential Securities' Ash Rajan + +In this SageOnline transcript from a chat that took place earlier this +week, Ash Rajan, senior vice president and market analyst with Prudential +Securities, answers questions about tech, retail, finance, and the outlook +for the general market. +Click here. +http://multexinvestor.sageonline.com/transcript.asp?id=10403&ps=1&s=8&mktg=trn +&promo=unl&t=13&d=20001214 + +=================================================================== +Please send your questions and comments to mailto:investor.help@multex.com + +If you'd like to learn more about Multex Investor, please visit: +http://www.multexinvestor.com/welcome.asp + +If you can't remember your password and/or your user name, click here: +http://www.multexinvestor.com/lostinfo.asp + +If you want to update your email address, please click on the url below: +http://www.multexinvestor.com/edituinfo.asp +=================================================================== +To remove yourself from the mailing list for the Daily Update, please +REPLY to THIS email message with the word UNSUBSCRIBE in the subject +line. To remove yourself from all Multex Investor mailings, including +the Daily Update and The Internet Analyst, please respond with the +words NO EMAIL in the subject line. + +You may also unsubscribe on the account update page at: +http://www.multexinvestor.com/edituinfo.asp +=================================================================== +Please email advertising inquiries to us at mailto:advertise@multex.com. + +For information on becoming an affiliate click here: +http://www.multexinvestor.com/Affiliates/home.asp?promo=unl + +Be sure to check out one of our other newsletters, The Internet Analyst by +Multex.com. The Internet Analyst informs, educates, and entertains you with +usable investment data, ideas, experts, and info about the Internet industry. +To see this week's issue, click here: http://www.theinternetanalyst.com + +If you are not 100% satisfied with a purchase you make on Multex +Investor, we will refund your money." +"allen-p/all_documents/10.","Message-ID: <21975671.1075855665520.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:35:00 -0800 (PST) +From: messenger@ecm.bloomberg.com +Subject: Bloomberg Power Lines Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Bloomberg.com"" +X-To: (undisclosed-recipients) +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is today's copy of Bloomberg Power Lines. Adobe Acrobat Reader is +required to view the attached pdf file. You can download a free version +of Acrobat Reader at + http://www.adobe.com/products/acrobat/readstep.html + +If you have trouble downloading the attached file it is also located at + http://www.bloomberg.com/energy/daily.pdf + +Don't forget to check out the Bloomberg PowerMatch West Coast indices, the +most accurate indices anywhere. Index values are calculated from actual tra= +des +and can be audited by all PowerMatch customers. + +Our aim is to bring you the most timely electricity market coverage in the +industry and we welcome your feedback on how we can improve the product=20 +further. + +Bloomberg Energy Department + +12/13 Bloomberg Daily Power Report + +Table + + Bloomberg U.S. Regional Electricity Prices + ($/MWh for 25-50 MWh pre-scheduled packages, excluding transmission= +=20 +costs) + + On-Peak +West Coast Index Change Low High + Mid-Columbia 362.50 -312.50 350.00 375.00 + Ca-Or Border 452.50 -172.50 430.00 475.00 + NP15 387.50 -206.25 325.00 450.00 + SP15 307.50 -233.50 300.00 315.00 + Ault Colorado 350.00 -125.00 300.00 315.00 + Mead 335.00 -187.50 320.00 350.00 + Palo Verde 336.25 -136.53 320.00 350.00 + Four Corners 330.00 -182.50 325.00 335.00 + +Mid-Continent + ECAR 69.20 -22.71 63.00 75.86 + East 75.00 -13.00 74.00 76.00 + AEP 67.00 -25.50 59.00 75.00 + West 68.00 -24.50 60.00 75.00 + Central 67.90 -23.19 59.00 75.00 + Cinergy 67.90 -23.19 59.00 75.00 + South 70.25 -23.95 65.00 80.00 + North 68.33 -25.67 65.00 75.00 + Main 72.56 -19.78 62.50 87.50 + Com-Ed 68.70 -21.37 60.00 75.00 + Lower 76.43 -18.17 65.00 100.00 + MAPP 99.92 -40.91 75.00 125.00 + North 99.00 -37.67 75.00 125.00 + Lower 100.83 -44.17 75.00 125.00 + +Gulf Coast + SPP 85.00 -18.50 80.00 92.50 + Northern 88.00 -39.00 78.00 100.00 + ERCOT 55.00 -40.00 50.00 60.00 + SERC 77.04 -6.66 72.34 81.98 + Va Power 66.00 +25.00 60.00 70.00 + VACAR 67.50 -9.50 62.00 70.00 + Into TVA 70.25 -23.95 65.00 80.00 + Out of TVA 76.02 -24.61 69.41 84.87 + Entergy 80.00 -30.80 75.00 85.00 + Southern 90.00 +10.00 90.00 90.00 + Fla/Ga Border 85.50 +4.50 81.00 90.00 + FRCC 110.00 +65.00 110.00 110.00 + +East Coast + NEPOOL 90.50 +0.50 90.50 90.50 + New York Zone J 91.00 +7.50 90.00 92.00 + New York Zone G 74.50 +1.00 73.50 75.50 + New York Zone A 68.83 +6.13 65.50 73.50 + PJM 67.08 -12.75 62.00 76.00 + East 67.08 -12.75 62.00 76.00 + West 67.08 -12.75 62.00 76.00 + Seller's Choice 66.58 -12.75 61.50 75.50 +End Table + + +Western Power Prices Fall With Warmer Weather, Natural Gas Loss + + Los Angeles, Dec. 13 (Bloomberg Energy) -- U.S. Western spot +power prices declined today from a combination of warmer weather +across the region and declining natural gas prices. + According to Belton, Missouri-based Weather Derivatives Inc., +temperatures in the Pacific Northwest will average about 2 degrees +Fahrenheit above normal for the next seven days. In the Southwest +temperatures will be about 3.5 degree above normal. + At the California-Oregon Border, heavy load power fell +$172.00 from yesterday to $430.00-$475.00. + ""What happened to all of this bitter cold weather we were +supposed to have,'' said one Northwest power marketer. Since the +weather is not as cold as expected prices are drastically lower."" + Temperatures in Los Angeles today will peak at 66 degrees, +and are expected to rise to 74 degrees this weekend. + Natural gas to be delivered to the California Oregon from the +El Paso Pipeline traded between $20-$21, down $3 from yesterday. + ""Gas prices are declining causing western daily power prices +to fall,'' said one Northwest power trader. + At the NP-15 delivery point heavy load power decreased +$206.25 from yesterday to $325.00-$450.00. Light load energy fell +to $200.00-$350.00, falling $175.00 from yesterday. + PSC of New Mexico's 498-megawatt San Juan Unit 4 coal plant +was shut down this morning for a tube leak. The unit is scheduled +to restart this weekend. + At the Four Corners located in New Mexico, power traded at +$325.00-$335.00 plunging $182.50 from yesterday. + +-Robert Scalabrino + + +PJM Spot Power Prices Dip With Weather, Falling Natural Gas + + Philadelphia, Dec. 13 (Bloomberg Energy) -- Peak next-day +power prices declined at the western hub of the Pennsylvania-New +Jersey-Maryland Interconnection amid warmer weather forecasts and +falling natural gas prices, traders said. + The Bloomberg index price for peak Thursday power at western +PJM declined an average of $12.75 a megawatt-hour, with trades +ranging from $62.00-$76.00. + Lexington, Massachusetts-based Weather Services Corp. +forecast tomorrow's high temperature in Philadelphia at 40 degrees +Fahrenheit, up 7 degrees from today's expected high. Temperatures +could climb as high as 42 degrees by Friday. + ""Most of the day's activity took place in the early part of +the morning,"" said one PJM-based trader. ""By options expiration +the market had pretty much dried up."" + Traders said that falling natural gas prices were the main +reason for the decline in spot market prices. + Bloomberg figures show that spot natural gas delivered to the +New York City Gate declined an average of $1.25 per million +British thermal units to $8.60-$8.90 per million Btu. Since +Monday, delivered natural gas prices have declined an average of +$2.44 per million Btu, as revised 6-10 day weather forecasts +indicated reduced utility load requirements. + In New York, prices rose as utilities withheld supplies they +normally would have sold, fearing a sudden change in weather +forecast could force them into high-priced hourly markets. + Peak next-day power at the Zone A delivery point sold $6.13 +higher at a Bloomberg index price of $70.33, amid trades in the +$67.00-$75.00 range. Power at Zone J sold $7.50 higher at $90.00- +$92.00. + ~ +-Karyn Rispoli + + +Mid-Continent Power Prices Drop on Revised Forecast, Gas Prices + + Cincinnati, Dec. 13 (Bloomberg Energy) -- U.S. Mid-Continent +next-day peak power prices plunged as forecasts were revised +warmer and natural gas values continued to decline, traders said. + The Bloomberg index price for peak Thursday power on the +Cincinnati-based Cinergy Corp. transmission system dropped $23.19 +to $67.90 a megawatt-hour, with trades ranging from $75.00 as the +market opened down to $59.00 after options expired. + In Mid-America Interconnected Network trading, peak power on +the Chicago-based Commonwealth Edison Co. grid sold $21.37 lower +on average at $60.00-$75.00, while power in lower MAIN sold $18.17 +lower at $65.00-$100.00. + Belton, Missouri-based Weather Derivatives Inc. predicted +high temperatures would average 2 degrees Fahrenheit above normal +in Chicago and at normal levels in Cincinnati over the next seven +days, up from 6 and 4 degrees below normal Monday, respectively. + Traders said falling spot natural gas values also pulled +prices down. Natural gas prices were a large factor in recent +electricity market surges because of a heavy reliance on gas-fired +generation to meet increased weather-related demand. + Spot natural gas at the Cincinnati city gate sold an average +of 95 cents less than yesterday at $7.80-$8.30 per million British +thermal units. Spot gas at the Chicago city gate sold an average +of 80 cents less at $7.65-$8.15 per million Btu. + ""The weather's moderating and gas is down, so you've got +people coming to their senses,"" one trader said. ""These are much +more realistic prices."" + Traders said prices could decline further tomorrow if the +outlook for weather continues to be mild. Peak Cinergy power for +delivery from Dec. 18-22 was offered at $60.00, down from $90.00 +yesterday. + Mid-Continent Area Power Pool peak spot power prices plunged +with warmer weather forecasts and increased available transmission +capacity, selling $37.67 less in northern MAPP and $44.17 less in +southern MAPP at $75.00-$125.00. + ""What's happening is the people who don't have firm +transmission are getting into the market early and buying at those +high prices since they have no choice,"" one MAPP trader said. + ""Then you've got some people who were lucky enough to get a +firm path who waited until later in the morning when ComEd prices +fell off,"" he said, ""and bought from them at those lower prices, +causing the huge gap between the day's high and low trade."" + +-Ken Fahnestock + + +Southeast U.S. Electricity Prices Slump After Mild Forecast + + Atlanta, Georgia, Dec. 13 (Bloomberg Energy) -- Southeast +U.S. peak spot power prices slumped today after warmer weather was +forecast for the region this week, traders said. + Traders said Southeast utility demand has been reduced since +many large population centers like Atlanta will see temperatures +climb into the mid-50s Fahrenheit later this week. + ""There was nothing going on in Florida today,"" said one +southern energy trader. ""Everything was going to markets in the +north."" + Traders said supply was being routed from Florida into +markets on the Entergy Corp. and the Tennessee Valley Authority +grid in the mid-$70s a megawatt-hour. + ""Prices into TVA started in the $80s and $90s and crumbled as +forecasts came out,"" said on Entergy power trader. ""Prices, +declined to $60 and less."" + The Bloomberg into TVA index price fell an average of $23.95 +to $70.25 amid trades in the $65.00-$80.00 range. Off-peak trades +were noted at $32.00, several dollars higher than recent +estimates. + Southeast power traders said revised 6-10 day weather +forecasts and lower temperatures for the balance of this week +caused prices to decline in the region. + In the Southwest Power Pool, traders said warmer weather was +the main culprit behind lower prices. + ""The cold weather's backing off,"" said one SPP utility +trader. ""It was minus 35 degrees with the wind chill yesterday and +today it's about 9 degrees with the wind chill. Yesterday, it was +bitter cold and today it was just plain cold."" + Power sold in northern sections of SPP at $78-$100, though +the Bloomberg index sank an average of 39.00 to $88.00. Southern +SPP traded at $82.00, $2 more than yesterday. + +-Brian Whary + + + +U.K. Day-Ahead Electricity Prices Rise Amid Increased Demand + + London, Dec. 13 (Bloomberg Energy) -- Electricity prices in +the U.K. rose today after falling temperatures were expected to +increase household consumption for space heating, traders said. + The day-ahead baseload Pool Purchase Price, calculated by the +Electricity Pool of England and Wales, rose 1.46 pounds to 20.01 +pounds a megawatt-hour. + Temperatures across the U.K. were forecast to fall 6 degrees +to 4 degrees Celsius by the weekend, according to Weather Services +Corp. in the U.S. + Day-ahead Electricity Forward Agreements dealt at 19.7-20.15 +pounds a megawatt-hour, 2.1 pounds higher than yesterday. + December continued to fall amid a combination of position +closing prior to its expiry and continued belief that demand will +not rise sufficiently to justify high winter prices, traders said. + December 2000 baseload EFAs traded at 17.9-18.05 pounds a +megawatt-hour, 40 pence below yesterday's last trade. + First quarter and its constituent months fell, in line with +expectations that mild forecasts into the new year would continue +to stifle demand, traders said. + January 2001 baseload EFAs dealt between 24.6-24.73 pounds a +megawatt-hour, falling 17 pence. + First quarter 2001 baseload EFAs traded at 21.6-21.7 pounds a +megawatt-hour, 10 pence below its previous close. + Season structures traded on the U.K. Power Exchange, summer +2001 baseload trading unchanged at 18.15 pounds a megawatt-hour. +Winter 2001 baseload dealt 5 pence higher at 21.75 pounds a +megawatt-hour. + Open positions on many short-term structures will likely +force many traders to deal actively on those contracts in the run- +up to Christmas, traders said. Adding that other structures will +probably remain illiquid until the new year, when demand can more +easily be assessed. + +-Nick Livingstone + + +Nordic Electricity Prices Climb Following Cold Weather Forecast + + Lysaker, Norway, Dec. 13 (Bloomberg Energy) -- Power prices +on the Nord Pool exchange in Lysaker, Norway, closed higher today +as colder weather forecasts sparked active trade, traders said. + Week 51 dealt between 145-152 Norwegian kroner a megawatt- +hour, 6.62 kroner above yesterday's closing trade on 1,076 +megawatts of traded volume. Week 52 rose 6.25 kroner, with 446 +megawatts dealt between 134.50-140.25 kroner a megawatt-hour. + Supply from hydro-producers was expected to recede after +forecasts indicated reduced precipitation over Scandinavia for +next week. These producers typically generate power to prevent +reservoirs from overflowing. + Consumption, currently unseasonably low, was expected to rise +with falling temperatures because of increased requirements for +space heating. + Traded volume on the power exchange increased in active +trading on the beginning of typical winter conditions, traders +said. + ""The market's been waiting for this day for a long time,"" a +Stockholm-based trader said. ""For too long, people have been +selling because winter hasn't lived up to expectations. We should +now see a noticeable increase in the spot price."" + Temperatures in parts of Scandinavia were forecast to fall +below freezing to minus 5 degrees Celsius, with only limited +chances for rain during the 5-day outlook, according to Weather +Services Corp. in the U.S. + The day-ahead system average area price fell after demand was +expected to remain limited until next week, when forecasts predict +temperatures to begin falling. + Thursday's system area price fell 1.57 kroner, or 1.22 +percent, to 126.43 kroner a megawatt-hour. Traded volume fell +4,134 megawatts to 295,414 megawatts. + Many dealers anticipate that the spot price will likely rise +by 10-15 kroner by the start of next week. + Winter 1, 2001 forward structures rose in line with shorter- +term contracts. + Winter 1, 2001 dealt at 136.75-138.5 kroner a megawatt-hour, +1.9 kroner below yesterday's last trade at 135.25 kroner a +megawatt-hour. + Also, the delayed restart at a Swedish nuclear unit, although +expected, will likely allow abundant supply from hydro-producers +to meet the increased demand, other traders said. + Vattenfall's Ringhals 1, an 835-megawatt nuclear reactor, +will delay its restart at least until week 52, the company said. + Today's rapid increase was likely induced by traders who used +today's news to gain momentum for future increases, traders said. + +-Nick Livingstone +-0- (BES) Dec/13/2000 21:04 GMT +=0F$ + + + - daily.pdf" +"allen-p/all_documents/100.","Message-ID: <7452188.1075855667684.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:16 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/all_documents/101.","Message-ID: <23790115.1075855667708.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:00 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/all_documents/102.","Message-ID: <5860470.1075855667730.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 06:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + + Here are the names of the west desk members by category. The origination +side is very sparse. + + + + + +Phillip +" +"allen-p/all_documents/103.","Message-ID: <14670081.1075855667751.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 05:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: 2001 Margin Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Paula, + + 35 million is fine + +Phillip" +"allen-p/all_documents/104.","Message-ID: <2101427.1075855667773.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Var, Reporting and Resources Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/04/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 10/04/2000 12:23 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Ted +Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: Var, Reporting and Resources Meeting + +Please plan to attend the below Meeting: + + + Topic: Var, Reporting and Resources Meeting + + Date: Wednesday, October 11th + + Time: 2:30 - 3:30 + + Location: EB30C1 + + + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + + + + + +" +"allen-p/all_documents/105.","Message-ID: <19431120.1075855667795.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:30 PM --------------------------- + + +""George Richards"" on 10/03/2000 06:35:56 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate + + +Westgate + +Enclosed are demographics on the Westgate site from Investor's Alliance. +Investor's Alliance says that these demographics are similar to the package +on San Marcos that you received earlier. +If there are any other questions or information requirements, let me know. +Then, let me know your interest level in the Westgate project? + +San Marcos +The property across the street from the Sagewood units in San Marcos is for +sale and approved for 134 units. The land is selling for $2.50 per square +foot as it is one of only two remaining approved multifamily parcels in West +San Marcos, which now has a moratorium on development. + +Several new studies we have looked at show that the rents for our duplexes +and for these new units are going to be significantly higher, roughly $1.25 +per square foot if leased for the entire unit on a 12-month lease and +$1.30-$1.40 psf if leased on a 12-month term, but by individual room. This +property will have the best location for student housing of all new +projects, just as the duplexes do now. + +If this project is of serious interest to you, please let me know as there +is a very, very short window of opportunity. The equity requirement is not +yet known, but it would be likely to be $300,000 to secure the land. I will +know more on this question later today. + +Sincerely, + +George W. Richards +President, Creekside Builders, LLC + + + - winmail.dat +" +"allen-p/all_documents/106.","Message-ID: <27111747.1075855667816.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting re: Storage Strategies in the West +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:13 PM --------------------------- + + +Nancy Hall@ENRON +10/02/2000 06:42 AM +To: Mark Whitt/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Paul Bieniawski/Corp/Enron@ENRON, Tyrell +Harrison/NA/Enron@Enron +cc: Jean Mrha/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Monica +Jackson/Corp/Enron@ENRON +Subject: Meeting re: Storage Strategies in the West + +There will be a meeting on Tuesday, Oct. 10th at 4:00pm in EB3270 regarding +Storage Strategies in the West. Please mark your calendars. + +Thank you! + +Regards, +Nancy Hall +ENA Denver office +303-575-6490 +" +"allen-p/all_documents/107.","Message-ID: <31503589.1075855667838.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + +Please use the second check as the October payment. If you have already +tossed it, let me know so I can mail you another. + +Phillip" +"allen-p/all_documents/108.","Message-ID: <25449858.1075855667859.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 03:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: Not business related.. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Fletch has a good CPA. I am still doing my own. " +"allen-p/all_documents/109.","Message-ID: <17435182.1075855667880.JavaMail.evans@thyme> +Date: Mon, 2 Oct 2000 02:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: Re: Original Sept check/closing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""BS Stone"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + Please use the second check as my October payment. I have my copy of the +original deal. Do you want me to fax this to you? + +Phillip" +"allen-p/all_documents/11.","Message-ID: <11483563.1075855665726.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:04:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-6.cais.net +Subject: Special report coming from NewsData +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@ren-6.cais.net +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Our Sacramento correspondent just exited a news conference from +Gov. Davis, FERC chair Hoecker, DOE Sectretary Richardson and +others outlining several emergency measures, including west-wide +price cap. As soon as her report is filed, we'll be sending it to your +attention. I expect that will be around 2:30 pm." +"allen-p/all_documents/110.","Message-ID: <2265373.1075855667902.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 06:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lkuch@mh.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lkuch@mh.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/28/2000 +01:09 PM --------------------------- + + + + From: Phillip K Allen 09/28/2000 10:56 AM + + + +Liane, + + As we discussed yesterday, I am concerned there may have been an attempt to +manipulate the El Paso San Juan monthly index. It appears that a single +buyer entered the marketplace on both September 26 and 27 and paid above +market prices ($4.70-$4.80) for San Juan gas. At the time of these trades, +offers for physical gas at significantly (10 to 15 cents) lower prices were +bypassed in order to establish higher trades to report into the index +calculation. Additionally, these trades are out of line with the associated +financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indices that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indices against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen + + +" +"allen-p/all_documents/111.","Message-ID: <23408645.1075855667925.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 05:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.hodge@enron.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey T Hodge +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Liane, + + As we discussed yesterday, I am concerned there has been an attempt to +manipulate the El Paso San Juan monthly index. A single buyer entered the +marketplace on both September 26 and 27 and paid above market prices +($4.70-$4.80) for San Juan gas with the intent to distort the index. At the +time of these trades, offers for physical gas at significantly (10 to 15 +cents) lower prices were bypassed in order to establish higher trades to +report into the index calculation. Additionally, these trades are out of +line with the associated financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indeces that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indeces against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen +" +"allen-p/all_documents/112.","Message-ID: <3383073.1075855667949.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:28 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/all_documents/113.","Message-ID: <18114572.1075855667976.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:26 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/all_documents/114.","Message-ID: <12266754.1075855668006.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> No Response + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + +Status update: +Phillip K Allen -> No Response +Hunter S Shively -> No Response +Scott Mills -> No Response +Allan Severude -> Accepted +Jeffrey C Gossett -> Accepted +Colleen Sullivan -> No Response +Russ Severson -> No Response +Jayant Krishnaswamy -> Accepted +Russell Long -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 10:38 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Jayant +Krishnaswamy/HOU/ECT@ECT, Russell Long/HOU/ECT@ECT +cc: +Subject: Gas Trading Vision mtg. + +This meeting has been moved to 4:00 on Wed. in room 2601. I have sent a +confirmation to each of you via Lotus Notes. Sorry for all of the changes +but there was a scheduling problem with a couple of people for the original +time slot. +" +"allen-p/all_documents/115.","Message-ID: <8906992.1075855668028.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cindy.cicchetti@enron.com +Subject: Re: Gas Trading Vision meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cindy Cicchetti +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nymex expiration is during this time frame. Please reschedule." +"allen-p/all_documents/116.","Message-ID: <13495037.1075855668050.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:08 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 11:30 AM +End: 09/27/2000 12:30 PM + +Description: Gas Trading Vision Meeting - Room EB2556 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT +Hunter S Shively/HOU/ECT +Scott Mills/HOU/ECT +Allan Severude/HOU/ECT +Jeffrey C Gossett/HOU/ECT +Colleen Sullivan/HOU/ECT +Russ Severson/HOU/ECT +Jayant Krishnaswamy/HOU/ECT +Russell Long/HOU/ECT + +Detailed description: + + +" +"allen-p/all_documents/117.","Message-ID: <16687116.1075855668071.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Gas Physical/Financial Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:07 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 09:23 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT +cc: +Subject: Gas Physical/Financial Position + +I have scheduled and entered on each of your calendars a meeting for the +above referenced topic. It will take place on Thursday, 9/28 from 3:00 - +4:00 in Room EB2537. +" +"allen-p/all_documents/118.","Message-ID: <12426590.1075855668093.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 04:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: closing +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +11:57 AM --------------------------- + + +""BS Stone"" on 09/26/2000 04:47:40 AM +To: ""jeff"" +cc: ""Phillip K Allen"" +Subject: closing + + + +Jeff, +? +Is the closing today?? After reviewing the agreement?I find it isn't binding +as far as I can determine.? It is too vague and it doesn't sound like +anything an attorney or title company would?draft for a real estate +closing--but, of course, I could be wrong.? +? +If this?closing is going to take place without this agreement then there is +no point in me following up on this?document's validity.? +? +I will just need to go back to my closing documents and see what's there and +find out where I am with that and deal with this as best I can. +? +I guess I was expecting something that would be an exhibit to a recordable +document or something a little more exact, or rather?sort of a contract.? +This isn't either.? I tried to get a real estate atty on the phone last +night but he was out of pocket.? I talked to a crim. atty friend and he said +this is out of his area but doesn't sound binding to him.? +? +I will go back to mine and Phillip Allen's transaction?and take a look at +that but as vague and general as this is I doubt that my signature? is even +needed to complete this transaction.? I am in after 12 noon if there is any +need to contact me regarding the closing. +? +I really do not want to hold up anything or generate more work for myself +and I don't want to insult or annoy anyone but this paper really doesn't +seem to be something required for a closing.? In the event you do need my +signature on something like this I would rather have time to have it +reviewed before I accept it. +? +Brenda +? +? +" +"allen-p/all_documents/119.","Message-ID: <10929741.1075855668115.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: christopher.calger@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christopher F Calger +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Chris, + + What is the latest with PG&E? We have been having good discussions +regarding EOL. + Call me when you can. X37041 + +Phillip" +"allen-p/all_documents/120.","Message-ID: <19196829.1075855668136.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:01 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + The meeting with Richard Burchfield/HOU/ECT was rescheduled. + +On 09/28/2000 03:00:00 PM CDT +For 1 hour +With: Richard Burchfield/HOU/ECT (Chairperson) + Fletcher J Sturm/HOU/ECT (Invited) + Scott Neal/HOU/ECT (Invited) + Hunter S Shively/HOU/ECT (Invited) + Phillip K Allen/HOU/ECT (Invited) + Allan Severude/HOU/ECT (Invited) + Scott Mills/HOU/ECT (Invited) + Russ Severson/HOU/ECT (Invited) + +Gas Physical/Financail Positions - Room 2537 + +" +"allen-p/all_documents/121.","Message-ID: <15254078.1075855668159.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:00 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 01:00 PM +End: 09/27/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +" +"allen-p/all_documents/122.","Message-ID: <19436726.1075855668180.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 05:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Happy B-day. Email me your phone # and I will call you. + +Keith" +"allen-p/all_documents/123.","Message-ID: <20662978.1075855668202.JavaMail.evans@thyme> +Date: Fri, 22 Sep 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kathy.moore@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kathy M Moore +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kathy, + +Regarding the guest password for gas daily, can you please relay the +information to Mike Grigsby at 37031 so he can pass it along to the user at +gas daily today. I will be out of the office on Friday. + +thank you + +Phillip" +"allen-p/all_documents/124.","Message-ID: <27862517.1075855668223.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 08:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + Denver's short rockies position beyond 2002 is created by their Trailblazer +transport. They are unhedged 15,000/d in 2003 and 25,000/d in 2004 and +2005. + + They are scrubbing all their books and booking the Hubert deal on Wednesday +and Thursday. + +Phillip" +"allen-p/all_documents/125.","Message-ID: <33241421.1075855668245.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 06:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Below is a list of questions that Keith and I had regarding the Westgate +project: + + Ownership Structure + + What will be the ownership structure? Limited partnership? General partner? + + What are all the legal entities that will be involved and in what +capacity(regarding ownership and + liabilities)? + + Who owns the land? improvements? + + Who holds the various loans? + + Is the land collateral? + + Investment + + What happens to initial investment? + + Is it used to purchase land for cash?Secure future loans? + + Why is the land cost spread out on the cash flow statement? + + When is the 700,000 actually needed? Now or for the land closing? Investment +schedule? + + Investment Return + + Is Equity Repayment the return of the original investment? + + Is the plan to wait until the last unit is sold and closed before profits +are distributed? + + Debt + + Which entity is the borrower for each loan and what recourse or collateral +is associated with each + loan? + + Improvement + + Construction + + Are these the only two loans? Looks like it from the cash flow statement. + + Terms of each loan? + + Uses of Funds + + How will disbursements be made? By whom? + + What type of bank account? Controls on max disbursement? Internet viewing +for investors? + + Reports to track expenses vs plan? + + Bookkeeping procedures to record actual expenses? + + What is the relationship of Creekside Builders to the project? Do you get +paid a markup on subcontractors as a + general contractor and paid gain out of profits? + + Do you or Larry receive any money in the form of salary or personal expenses +before the ultimate payout of profits? + + Design and Construction + + When will design be complete? + + What input will investors have in selecting design and materials for units? + + What level of investor involvement will be possible during construction +planning and permitting? + + Does Creekside have specific procedures for dealing with subcontractors, +vendors, and other professionals? + Such as always getting 3 bids, payment schedules, or reference checking? + + Are there any specific companies or individuals that you already plan to +use? Names? + +These questions are probably very basic to you, but as a first time investor +in a project like this it is new to me. Also, I want to learn as +much as possible from the process. + +Phillip + + + + + + + + + + + + + + + + + + " +"allen-p/all_documents/126.","Message-ID: <7277560.1075855668268.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 09:35:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/19/2000 +04:35 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/all_documents/127.","Message-ID: <8050013.1075855668290.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com> +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Here sales numbers from Reagan: + + + + + As you can see his units sold at a variety of prices per square foot. The +1308/1308 model seems to have the most data and looks most similiar to the +units you are selling. At 2.7 MM, my bid is .70/sf higher than his units +under construction. I am having a hard time justifying paying much more with +competition on the way. The price I am bidding is higher than any deals +actually done to date. + + Let me know what you think. I will follow up with an email and phone call +about Cherry Creek. I am sure Deborah Yates let you know that the bid was +rejected on the De Ville property. + +Phillip Allen + + + + + + + " +"allen-p/all_documents/128.","Message-ID: <5106870.1075855668311.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 03:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + What is up with Burnet? + +Phillip" +"allen-p/all_documents/129.","Message-ID: <32496474.1075855668332.JavaMail.evans@thyme> +Date: Mon, 18 Sep 2000 02:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: burnet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I need to see the site plan for Burnet. Remember I must get written +approval from Brenda Key Stone before I can sell this property and she has +concerns about the way the property will be subdivided. I would also like +to review the closing statements as soon as possible. + +Phillip" +"allen-p/all_documents/130.","Message-ID: <2760663.1075855668353.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 06:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +I want to have an accurate rent roll as soon as possible. I faxed you a copy +of this file. You can fill in on the computer or just write in the correct +amounts and I will input. +" +"allen-p/all_documents/131.","Message-ID: <26240402.1075855668375.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 06:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: Re: Sept 1 Payment +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Brenda Stone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + I checked my records and I mailed check #1178 for the normal amount on +August 28th. I mailed it to 4303 Pate Rd. #29, College Station, TX 77845. I +will go ahead and mail you another check. If the first one shows up you can +treat the 2nd as payment for October. + + I know your concerns about the site plan. I will not proceed without +getting the details and getting your approval. + + I will find that amortization schedule and send it soon. + +Phillip" +"allen-p/all_documents/132.","Message-ID: <16538156.1075855668397.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 06:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + +You wrote fewer checks this month. Spent more money on Materials and less on +Labor. + + + June July August + +Total Materials 2929 4085 4801 + +Services 53 581 464 + +Labor 3187 3428 2770 + + + + + + +Here are my questions on the August bank statement (attached): + +1. Check 1406 Walmart Description and unit? + +2. Check 1410 Crumps Detail description and unit? + +3. Check 1411 Lucy What is this? + +4. Check 1415 Papes Detail description and units? + +5. Checks 1416, 1417, and 1425 Why overtime? + +6. Check 1428 Ralph's What unit? + +7. Check 1438 Walmart? Description and unit? + + +Try and pull together the support for these items and get back to me. + +Phillip" +"allen-p/all_documents/133.","Message-ID: <25434593.1075855668418.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 04:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com, kenneth.shulklapper@enron.com +Subject: Contact list for mid market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/12/2000 +11:22 AM --------------------------- + +Michael Etringer + +09/11/2000 02:32 PM + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Contact list for mid market + +Phillip, +Attached is the list. Have your people fill in the columns highlighted in +yellow. As best can we will try not to overlap on accounts. + +Thanks, Mike + + +" +"allen-p/all_documents/134.","Message-ID: <29299966.1075855668440.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 00:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: moshuffle@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: moshuffle@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://www.hearme.com/vc2/?chnlOwnr=pallen@enron.com" +"allen-p/all_documents/135.","Message-ID: <33246019.1075855668462.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 09:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/11/2000 +04:57 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/all_documents/136.","Message-ID: <17442292.1075855668484.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Chelsea Villas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I received the rent roll. I am going to be in San Marcos this weekend but I +am booked with stage coach. I will drive by Friday evening. + I will let you know next week if I need to see the inside. Can you find out +when Chelsea Villa last changed hands and for what price? + + What about getting a look at the site plans for the Burnet deal. Remember +we have to get Brenda happy. + +Phillip" +"allen-p/all_documents/137.","Message-ID: <21095120.1075855668506.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 08:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + + 9/8 9/7 diff + +Socal 36,600 37,200 -600 + +NWPL -51,000 -51,250 250 + +San Juan -32,500 -32,000 -500 + + +The reason the benchmark report shows net selling San Juan is that the +transport positions were rolled in on 9/8. This added 800 shorts to San Juan +and 200 longs to Socal. Before this adjustment we bought 300 San Juan and +sold 800 Socal. + " +"allen-p/all_documents/138.","Message-ID: <9565310.1075855668527.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 07:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: VaR by Curve +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +why is aeco basis so low on the list? Is NWPL mapped differently than AECO? +What about the correlation to Nymex on AECO?" +"allen-p/all_documents/139.","Message-ID: <4890198.1075855668548.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 02:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Sagewood etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + You would clearly receive a commission on a deal on the sagewood. + + I am surprised by your request for payment on any type of project in which +I might become involved with Creekside. Are you in the business of brokering +properties or contacts? Is your position based on a legal or what you +perceive to be an ethical issue? Did you propose we look at developing a +project from scratch? + + I am not prepared to pay more than 2.7 for sagewood yet. + +Phillip" +"allen-p/all_documents/14.","Message-ID: <3921217.1075855665790.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:04:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 3:30:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 4:03PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2241, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/all_documents/140.","Message-ID: <14770138.1075855668570.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Sagewood Town Homes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:29 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:35:20 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Diana Zuniga"" + +Subject: Sagewood Town Homes + + +I was aware that Regan Lehman, the lot developer for the entire 70 lot +duplex project, was selling his units in the $180's, He does have a much +lower basis in the lots than anyone else, but the prime differences are due +to a) he is selling them during construction and b) they are smaller units. +We do not know the exact size of each of his units, but we believe one of +the duplexes is a 1164/1302 sq ft. plan. This would produce an average sq +footage of 1233, which would be $73.80 psf at $182,000. (I thought his +sales price was $187,000.) At this price psf our 1,376 sf unit would sell +for $203,108. +What is more important, in my view, is a) the rental rate and b) the +rent-ability. You have all of our current rental and cost data for your own +evaluation. As for rent-ability, I believe that we have shown that the +3-bedroom, 3.5 bath is strongly preferred in this market. In fact, if we +were able to purchase additional lots from Regan we would build 4 bedroom +units along with the 3-bedroom plan. +Phillip, I will call you today to go over this more thoroughly. +Sincerely, +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/all_documents/141.","Message-ID: <6022333.1075855668593.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:28 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/all_documents/142.","Message-ID: <17190956.1075855668615.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 08:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: utilities roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +03:53 PM --------------------------- + + +""Lucy Gonzalez"" on 09/06/2000 09:06:45 AM +To: pallen@enron.com +cc: +Subject: utilities roll + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - utility.xls + - utility.xls +" +"allen-p/all_documents/143.","Message-ID: <24747823.1075855668637.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +02:01 PM --------------------------- + + +Enron-admin@FSDDataSvc.com on 09/06/2000 10:12:33 AM +To: pallen@enron.com +cc: +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey + + +Executive Impact & Influence Program +* IMMEDIATE ACTION REQUIRED - Do Not Delete * + +As part of the Executive Impact and Influence Program, each participant +is asked to gather input on the participant's own management styles and +practices as experienced by their immediate manager, each direct report, +and up to eight peers/colleagues. + +You have been requested to provide feedback for a participant attending +the next program. Your input (i.e., a Self assessment, Manager assessment, +Direct Report assessment, or Peer/Colleague assessment) will be combined +with the input of others and used by the program participant to develop an +action plan to improve his/her management styles and practices. + +It is important that you complete this assessment +NO LATER THAN CLOSE OF BUSINESS Thursday, September 14. + +Since the feedback is such an important part of the program, the participant +will be asked to cancel his/her attendance if not enough feedback is +received. Therefore, your feedback is critical. + +To complete your assessment, please click on the following link or simply +open your internet browser and go to: + +http://www.fsddatasvc.com/enron + +Your unique ID for each participant you have been asked to rate is: + +Unique ID - Participant +EVH3JY - John Arnold +ER93FX - John Lavorato +EPEXWX - Hunter Shively + +If you experience technical problems, please call Dennis Ward at +FSD Data Services, 713-942-8436. If you have any questions about this +process, +you may contact Debbie Nowak at Enron, 713-853-3304, or Christi Smith at +Keilty, Goldsmith & Company, 858-450-2554. + +Thank you for your participation. +" +"allen-p/all_documents/144.","Message-ID: <29478027.1075855668659.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: retwell@sanmarcos.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: retwell@sanmarcos.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + + Just a note to touch base on the sagewood townhomes and other development +opportunities. + + I stumbled across some other duplexes for sale on the same street. that were +built by Reagan Lehmann. 22 Units were sold for + around $2 million. ($182,000/duplex). I spoke to Reagan and he indicated +that he had more units under construction that would be + available in the 180's. Are the units he is selling significantly different +from yours? He mentioned some of the units are the 1308 floor + plan. My bid of 2.7 million is almost $193,000/duplex. + + As far as being an investor in a new project, I am still very interested. + + Call or email with your thoughts. + +Phillip" +"allen-p/all_documents/145.","Message-ID: <6023619.1075855668680.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 06:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + I scheduled a meeting with Jean Mrha tomorrow at 3:30" +"allen-p/all_documents/146.","Message-ID: <5255578.1075855668706.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: thomas.martin@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + jay.reitmeyer@enron.com, frank.ermis@enron.com +Subject: Wow +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Thomas A Martin, Mike Grigsby, Keith Holst, Jay Reitmeyer, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:49 AM --------------------------- + + +Jeff Richter +09/06/2000 07:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 09/06/2000 09:45 +AM --------------------------- +To: Mike Swerzbin/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Sean +Crandall/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Jeff Richter/HOU/ECT@ECT, John +M Forney/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 09/06/2000 07:27 AM +--------------------------- + + Enron Capital & Trade Resources Corp. + + From: Kevin M Presto 09/05/2000 01:59 PM + + +To: Tim Belden/HOU/ECT@ECT +cc: Rogers Herndon/HOU/ECT@ect, John Zufferli/HOU/ECT@ECT, Lloyd +Will/HOU/ECT@ECT, Doug Gilbert-Smith/Corp/Enron@ENRON, Mike +Swerzbin/HOU/ECT@ECT +Subject: Wow + +Do not underestimate the effects of the Internet economy on load growth. I +have been preaching the tremendous growth described below for the last year. +The utility infrastructure simply cannot handle these loads at the +distribution level and ultimatley distributed generation will be required for +power quality reasons. + +The City of Austin, TX has experienced 300+ MW of load growth this year due +to server farms and technology companies. There is a 100 MW server farm +trying to hook up to HL&P as we speak and they cannot deliver for 12 months +due to distribution infrastructure issues. Obviously, Seattle, Porltand, +Boise, Denver, San Fran and San Jose in your markets are in for a rude +awakening in the next 2-3 years. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 09/05/2000 +03:41 PM --------------------------- + + Enron North America Corp. + + From: John D Suarez 09/05/2000 01:45 PM + + +To: Kevin M Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Paul J +Broderick/HOU/ECT@ECT, Jeffrey Miller/NA/Enron@Enron +cc: +Subject: + + +---------------------- Forwarded by John D Suarez/HOU/ECT on 09/05/2000 01:46 +PM --------------------------- + + +George Hopley +09/05/2000 11:41 AM +To: John D Suarez/HOU/ECT@ECT, Suresh Vasan/Enron Communications@ENRON +COMMUNICATIONS@ENRON +cc: +Subject: + +Internet Data Gain Is a Major Power Drain on + Local Utilities + + ( September 05, 2000 ) + + + In 1997, a little-known Silicon Valley company called Exodus + Communications opened a 15,000-square-foot data center in +Tukwila. + + The mission was to handle the Internet traffic and +computer servers for the + region's growing number of dot-coms. + + Fast-forward to summer 2000. Exodus is now wrapping up +construction + on a new 13-acre, 576,000-square-foot data center less than +a mile from its + original facility. Sitting at the confluence of several +fiber optic backbones, the + Exodus plant will consume enough power for a small town and +eventually + house Internet servers for firms such as Avenue A, +Microsoft and Onvia.com. + + Exodus is not the only company building massive data +centers near Seattle. + More than a dozen companies -- with names like AboveNet, +Globix and + HostPro -- are looking for facilities here that will house +the networking + equipment of the Internet economy. + + It is a big business that could have an effect on +everything from your + monthly electric bill to the ease with which you access +your favorite Web sites. + + Data centers, also known as co-location facilities and +server farms, are + sprouting at such a furious pace in Tukwila and the Kent +Valley that some + have expressed concern over whether Seattle City Light and +Puget Sound + Energy can handle the power necessary to run these 24-hour, +high-security + facilities. + + ""We are talking to about half a dozen customers that +are requesting 445 + megawatts of power in a little area near Southcenter Mall,"" +said Karl + Karzmar, manager of revenue requirements for Puget Sound +Energy. ""That is + the equivalent of six oil refineries."" + + A relatively new phenomenon in the utility business, +the rise of the Internet + data center has some utility veterans scratching their +heads. + + Puget Sound Energy last week asked the Washington +Utilities and + Transportation Commission to accept a tariff on the new +data centers. The + tariff is designed to protect the company's existing +residential and business + customers from footing the bill for the new base stations +necessary to support + the projects. Those base stations could cost as much as $20 +million each, + Karzmar said. + + Not to be left behind, Seattle City Light plans to +bring up the data center + issue on Thursday at the Seattle City Council meeting. + + For the utilities that provide power to homes, +businesses and schools in the + region, this is a new and complex issue. + + On one hand, the data centers -- with their amazing +appetite for power -- + represent potentially lucrative business customers. The +facilities run 24 hours a + day, seven days a week, and therefore could become a +constant revenue + stream. On the other hand, they require so much energy that +they could + potentially flood the utilities with exorbitant capital +expenditures. + + Who will pay for those expenditures and what it will +mean for power rates + in the area is still open to debate. + + ""These facilities are what we call extremely dense +loads,"" said Bob Royer, + director of communications and public affairs at Seattle +City Light. + + ""The entire University of Washington, from stadium +lights at the football + game to the Medical School, averages 31 megawatts per day. +We have data + center projects in front of us that are asking for 30, 40 +and 50 megawatts."" + + With more than 1.5 million square feet, the Intergate +complex in Tukwila is + one of the biggest data centers. Sabey Corp. re-purchased +the 1.35 million + square-foot Intergate East facility last September from +Boeing Space & + Defense. In less than 12 months, the developer has leased +92 percent of the + six-building complex to seven different co-location +companies. + + ""It is probably the largest data center park in the +country,"" boasts Laurent + Poole, chief operating officer at Sabey. Exodus, ICG +Communications, + NetStream Communications, Pac West Telecomm and Zama +Networks all + lease space in the office park. + + After building Exodus' first Tukwila facility in 1997, +Sabey has become an + expert in the arena and now has facilities either under +management or + development in Los Angeles, Spokane and Denver. Poole +claims his firm is + one of the top four builders of Internet data centers in +the country. + + As more people access the Internet and conduct +bandwidth-heavy tasks + such as listening to online music, Poole said the need for +co-location space in + Seattle continues to escalate. + + But it is not just Seattle. The need for data center +space is growing at a + rapid clip at many technology hubs throughout the country, +causing similar + concerns among utilities in places such as Texas and +California. + + Exodus, one of the largest providers of co-location +space, plans to nearly + double the amount of space it has by the end of the year. +While companies + such as Amazon.com run their own server farms, many +high-tech companies + have decided to outsource the operations to companies such +as Exodus that + may be better prepared for dealing with Internet traffic +management. + + ""We have 2 million square feet of space under +construction and we plan to + double our size in the next nine months , yet there is more +demand right now + than data center space,"" said Steve Porter, an account +executive at Exodus in + Seattle. + + The booming market for co-location space has left some +in the local utility + industry perplexed. + + ""It accelerates in a quantum way what you have to do +to serve the growth,"" + said Seattle City Light's Royer. ""The utility industry is +almost stunned by this, in + a way."" + + + + + + + + +" +"allen-p/all_documents/147.","Message-ID: <15247593.1075855668727.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Can you pull Tori K.'s and Martin Cuilla's resumes and past performance +reviews from H.R. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:44 AM --------------------------- + + +John J Lavorato@ENRON +09/06/2000 05:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +The commercial support people that you and Hunter want to make commercial +managers. +" +"allen-p/all_documents/148.","Message-ID: <11108465.1075855668749.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 23:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +resumes of whom?" +"allen-p/all_documents/149.","Message-ID: <3119834.1075855668771.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:50 PM --------------------------- + + +""Christi Smith"" on 09/05/2000 11:40:59 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence +Program + + +We have not received your completed Team Selection information. It is +imperative that we receive your team's information (email, phone number, +office) asap. We cannot start your administration without this information, +and your raters will have less time to provide feedback for you. + +Thank you for your assistance. + +Christi + +-----Original Message----- +From: Christi Smith [mailto:christi.smith@lrinet.com] +Sent: Thursday, August 31, 2000 10:33 AM +To: 'Phillip.K.Allen@enron.com' +Cc: Debbie Nowak (E-mail); Deborah Evans (E-mail) +Subject: Receipt of Team Selection Form - Executive Impact & Influence +Program +Importance: High + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/all_documents/15.","Message-ID: <2999155.1075855665812.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:50:00 -0800 (PST) +From: market-reply@listserv.dowjones.com +To: market_alert@listserv.dowjones.com +Subject: MARKET ALERT: Nasdaq Composite Ends Down 3.7% +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: market-reply@LISTSERV.DOWJONES.COM +X-To: MARKET_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +__________________________________ +MARKET ALERT +from The Wall Street Journal + + +December 13, 2000 + +The Nasdaq composite dropped 108.31, or 3.7%, to 2823.46 Wednesday as +investors turned their attention to earnings warnings. The market couldn't +sustain initial enthusiasm that the election drama was nearing a close, but +the Dow industrials finished up 26.17 at 10794.44. + +FOR MORE INFORMATION, see: +http://interactive.wsj.com/pages/money.htm +TO CHECK YOUR PORTFOLIO, see: +http://interactive.wsj.com/pj/PortfolioDisplay.cgi + + +__________________________________ +ADVERTISEMENT + +Visit CareerJournal.com, The Wall Street +Journal's executive career site. Read 2,000+ +articles on job hunting and career management, +plus search 30,000+ high-level jobs. For today's +features and job listings, click to: + +http://careerjournal.com + +__________________________________ +LOOKING FOR THE PERFECT HOLIDAY GIFT? + +Give a subscription to WSJ.com. + +Visit http://interactive.wsj.com/giftlink2000/ + +____________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Market News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2000 Dow Jones & Company, Inc. All Rights Reserved. +" +"allen-p/all_documents/150.","Message-ID: <23041196.1075855668792.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dexter@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:29 PM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/all_documents/151.","Message-ID: <1693457.1075855668813.JavaMail.evans@thyme> +Date: Fri, 1 Sep 2000 06:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, frank.ermis@enron.com +Subject: FYI +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/01/2000 +01:07 PM --------------------------- + + Enron North America Corp. + + From: Matt Motley 09/01/2000 08:53 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: FYI + + +-- + + + + - Ray Niles on Price Caps.pdf + + +" +"allen-p/all_documents/152.","Message-ID: <7786081.1075855668835.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 07:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rich@pira.com +Subject: Re: Western Gas Market Report -- Draft +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Richard Redash"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Richard, + + Compare your california production to the numbers in the 2000 California Gas +Report. It shows 410. But again that might be just what the two utilities +receive." +"allen-p/all_documents/153.","Message-ID: <31941463.1075855668856.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Can you give access to the new west power site to Jay Reitmeyer. He is an +analyst in our group. + +Phillip" +"allen-p/all_documents/154.","Message-ID: <2818413.1075855668877.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +01:13 PM --------------------------- + + +""Christi Smith"" on 08/31/2000 10:32:49 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" , ""Deborah Evans (E-mail)"" + +Subject: Receipt of Team Selection Form - Executive Impact & Influence Program + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/all_documents/155.","Message-ID: <23771114.1075855668899.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: debe@fsddatasvc.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: debe@fsddatasvc.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P" +"allen-p/all_documents/156.","Message-ID: <22047630.1075855668920.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 03:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kolinge@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kolinge@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +10:17 AM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/all_documents/157.","Message-ID: <12929996.1075855668941.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: Re: (No Subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +How is your racing going? What category are you up to? + +I" +"allen-p/all_documents/158.","Message-ID: <15943342.1075855668962.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: Re: (No Subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + Got your message. Good luck on the bike ride. + + What were you doing to your apartment? Are you setting up a studio? + + The kids are back in school. Otherwise just work is going on here. + +Keith" +"allen-p/all_documents/159.","Message-ID: <27610649.1075855668984.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 06:20:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cindy.long@enron.com +Subject: Re: Security Request: CLOG-4NNJEZ has been Denied. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cindy Long +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Why are his requests coming to me?" +"allen-p/all_documents/16.","Message-ID: <8051748.1075855665834.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:01:00 -0800 (PST) +From: rebecca.cantrell@enron.com +To: phillip.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rebecca W Cantrell +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip -- Is the value axis on Sheet 2 of the ""socalprices"" spread sheet +supposed to be in $? If so, are they the right values (millions?) and where +did they come from? I can't relate them to the Sheet 1 spread sheet. + +As I told Mike, we will file this out-of-time tomorrow as a supplement to our +comments today along with a cover letter. We have to fully understand the +charts and how they are constructed, and we ran out of time today. It's much +better to file an out-of-time supplement to timely comments than to file the +whole thing late, particuarly since this is apparently on such a fast track. + +Thanks. + + + + + + From: Phillip K Allen 12/13/2000 03:04 PM + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + +" +"allen-p/all_documents/160.","Message-ID: <27941245.1075855669006.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 09:20:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip" +"allen-p/all_documents/161.","Message-ID: <14229093.1075855669027.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 05:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Were you able to log in to enron online and find socal today? + + I will follow up with a list of our physical deals done yesterday and today. + +Phillip" +"allen-p/all_documents/162.","Message-ID: <5940590.1075855669049.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda + + Can you send me your address in College Station. + +Phillip" +"allen-p/all_documents/163.","Message-ID: <19070430.1075855669071.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby, Keith Holst, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/28/2000 +01:39 PM --------------------------- + +Kristian J Lande + +08/24/2000 03:56 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: New Generation + + + +Sorry, +Report as of August 24, 2000 +" +"allen-p/all_documents/164.","Message-ID: <4789785.1075855669093.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + The following is a guest password that will allow you temporary view only +access to EnronOnline. Please note, the user ID and password are CASE +SENSITIVE. + +Guest User ID: GNA45925 +Guest Password: YJ53KU42 + +Log in to www.enrononline.com and install shockwave using instructions +below. I have set up a composite page with western basis and cash prices to +help you filter through the products. The title of the composite page is +Mark's Page. If you have any problems logging in you can call me at +(713)853-7041 or Kathy Moore, EnronOnline HelpDesk, 713/853-HELP (4357). + + +The Shockwave installer can be found within ""About EnronOnline"" on the home +page. After opening ""About EnronOnline"", using right scroll bar, go to the +bottom. Click on ""download Shockwave"" and follow the directions. After +loading Shockwave, shut down and reopen browser (i.e. Microsoft Internet +Explorer/Netscape). + +I hope you will find this site useful. + + +Sincerely, + +Phillip Allen + +" +"allen-p/all_documents/165.","Message-ID: <4845981.1075855669114.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Attached is a spreadsheet that lists the end of day midmarkets for socal +basis and socal/san juan spreads. I listed the days during bidweek that +reflected financial trading for Socal Index and the actual gas daily prints +before and after bidweek. + + + + + + + + + The following observations can be made: + + July 1. The basis market anticipated a Socal/San Juan spread of .81 vs +actual of .79 + 2. Perceived index was 4.95 vs actual of 4.91 + 3. Socal Gas Daily Swaps are trading at a significant premium. + + Aug. 1. The basis market anticipated a Socal/San Juan spread of 1.04 vs +actual of .99 + 2. Perceived index was 4.54 vs actual of 4.49 + 3. Gas daily spreads were much wider before and after bidweek than the +monthly postings + 4. Socal Gas Daily Swaps are trading at a significant premium. + + + + Enron Online will allow you to monitor the value of financial swaps against +the index, as well as, spreads to other locations. Please call with any +questions. + +Phillip + + + " +"allen-p/all_documents/166.","Message-ID: <9811472.1075855669136.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 06:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: suzanne.nicholie@enron.com +Subject: Re: Meeting to discuss 2001 direct expense plan? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Suzanne Nicholie +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Suzanne, + + Can you give me more details or email the plan prior to meeting? What do I +need to provide besides headcount? + Otherwise any afternoon next week would be fine + +Phillip" +"allen-p/all_documents/167.","Message-ID: <14935597.1075855669158.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 04:03:00 -0700 (PDT) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: regulatory filing summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + + Please add Mike Grigsby to the distribution. + + On another note, do you have any idea how Patti is holding up? + +Phillip" +"allen-p/all_documents/168.","Message-ID: <1875467.1075855669180.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brad.mcsherry@enron.com +Subject: +Cc: john.lavorato@enron.com, hunter.shively@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, hunter.shively@enron.com +X-From: Phillip K Allen +X-To: Brad McSherry +X-cc: John J Lavorato, Hunter S Shively +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brad, + + With regard to Tori Kuykendall, I would like to promote her to commercial +manager instead of converting her from a commercial support manager to an +associate. Her duties since the beginning of the year have been those of a +commercial manager. I have no doubt that she will compare favorably to +others in that category at year end. + + Martin Cuilla on the central desk is in a similiar situation as Tori. +Hunter would like Martin handled the same as Tori. + + Let me know if there are any issues. + +Phillip" +"allen-p/all_documents/169.","Message-ID: <13368538.1075855669201.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 01:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bruce.ferrell@enron.com +Subject: Re: Evaluation for new trading application +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bruce Ferrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bruce, + +Can you stop by and set up my reuters. + +Phillip" +"allen-p/all_documents/17.","Message-ID: <718623.1075855665857.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:47:00 -0800 (PST) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: FS Van Kasper Initiates Coverage of NT +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Earnings.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +If you cannot read this email, please click here. + +Earnings.com - NT Upgrade/Downgrade HistoryA:visited { color:000066; +}A:hover{ color:cc6600; } +Earnings.com [IMAGE]? + December 13, 2000 4:46 PM ET HomeAbout UsMy AccountHelpContact UsLogin +[IMAGE] yelblue_pixel.gif (43 bytes) + + + ? + [IMAGE] + ? + Calendar + Portfolio + Market + + + + +[IMAGE] + [IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] + ? + + Symbol(s): + ? + [IMAGE]?Add NT to my portfolio + [IMAGE]?Symbol lookup + [IMAGE]?Email this page to a friend?Email This Page To A Friend + Market Summary + + + [IMAGE]?View Today's Upgrades/Downgrades/Coverage Initiated + Briefing + Analyst History - Nortel Networks Corporation (NT) + + + Date + Brokerage Firm + Action + Details + 12/13/2000 + FS Van Kasper + Coverage Initiated + at Buy + + 11/21/2000 + Lazard Freres & Co. + Coverage Initiated + at Buy + + 11/06/2000 + Unterberg Towbin + Downgraded + to Buy + from Strong Buy + + 11/02/2000 + S G Cowen + Downgraded + to Buy + from Strong Buy + + 10/25/2000 + Gerard Klauer Mattison + Upgraded + to Buy + from Outperform + + 10/25/2000 + Lehman Brothers + Downgraded + to Outperform + from Buy + + 10/25/2000 + Chase H&Q + Downgraded + to Buy + from Strong Buy + + 10/04/2000 + Sands Brothers + Coverage Initiated + at Buy + + 10/03/2000 + ING Barings + Coverage Initiated + at Strong Buy + + 09/28/2000 + Sanford Bernstein + Downgraded + to Mkt Perform + from Outperform + + 09/26/2000 + Josephthal and Co. + Coverage Initiated + at Buy + + 08/08/2000 + DLJ + Coverage Initiated + at Buy + + 07/28/2000 + A.G. Edwards + Upgraded + to Accumulate + from Maintain Position + + 07/27/2000 + ABN AMRO + Upgraded + to Top Pick + from Buy + + 06/15/2000 + Bear Stearns + Coverage Initiated + at Attractive + + 05/25/2000 + Chase H&Q + Upgraded + to Strong Buy + from Buy + + 04/28/2000 + First Union Capital + Coverage Initiated + at Strong Buy + + 04/03/2000 + Dresdner Kleinwort Benson + Coverage Initiated + at Buy + + 03/21/2000 + Wasserstein Perella + Coverage Initiated + at Hold + + 03/15/2000 + Chase H&Q + Upgraded + to Buy + from Market Perform + + + + + Briefing.com is the leading Internet provider of live market analysis for +U.S. Stock, U.S. Bond and world FX market participants. + + , 1999-2000 Earnings.com, Inc., All rights reserved + about us | contact us | webmaster |site map + privacy policy |terms of service + + +Click Here if you would like to change your email alert settings. +" +"allen-p/all_documents/170.","Message-ID: <4546588.1075855669223.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 01:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + The rent roll spreadsheet is starting to look better. See if you can add +these modifications: + + 1. Use a formula in column E. Add the value in column C to column D. It +should read =c6+d6. Then copy this formula to the rows below. + + 2. Column H needs a formula. Subtract amount paid from amount owed. +=e6-g6. + + 3. Column F is filled with the #### sign. this is because the column width +is too narrow. Use you mouse to click on the line beside the + letter F. Hold the left mouse button down and drag the column wider. + + 4. After we get the rent part fixed, lets bring the database columns up to +this sheet and place them to the right in columns J and beyond. + +Phillip" +"allen-p/all_documents/171.","Message-ID: <11066301.1075855669245.JavaMail.evans@thyme> +Date: Thu, 24 Aug 2000 02:48:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: receipts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + I got your email with the attachment. Let's work together today to get this +done + +Phillip" +"allen-p/all_documents/172.","Message-ID: <32667253.1075855669266.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 08:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: ENA Fileplan Project - Needs your approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +you have my approval" +"allen-p/all_documents/173.","Message-ID: <20906618.1075855669287.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 07:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: checkbook and budget +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + We can discuss your email later. How is progress on creating the +spreadsheets. You will probably need to close the file before you attach to +an email. It is 2:00. I really want to make some progress on these two +files. + +Phillip" +"allen-p/all_documents/174.","Message-ID: <29076669.1075855669308.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 04:25:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please open this excel file and input the rents and names due for this week. +Then email the file back. +" +"allen-p/all_documents/175.","Message-ID: <4841855.1075855669329.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 08:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Open the ""utility"" spreadsheet and try to complete the analysis of whether it +is better to be a small commercial or a medium commercial (LP-1). +You will need to get the usage for that meter for the last 12 months. If we +have one year of data, we can tell which will be cheaper. Use the rates +described in the spreadsheet. This is a great chance for you to practice +excel. +" +"allen-p/all_documents/176.","Message-ID: <7570189.1075855669351.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mac.d.hargrove@rssmb.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + + Thanks for the research report on EOG. Here are my observations: + + Gas Sales 916,000/day x 365 days = 334,340,000/year + + Estimated Gas Prices $985,721,000/334,340,000= $2.95/mcf + + Actual gas prices are around $1.00/mcf higher and rising. + + Recalc of EPS with more accurate gas prices: + (334,340,000 mct X $1/mcf)/116,897,000 shares outst = $2.86 additional EPS +X 12 P/E multiple = $34 a share + + + That is just a back of the envelope valuation based on gas prices. I think +crude price are undervalued by the tune of $10/share. + + Current price 37 + Nat. Gas 34 + Crude 10 + + Total 81 + + + Can you take a look at these numbers and play devil's advocate? To me this +looks like the best stock to own Also can you send me a report on Calpine, +Tosco, and SLB? + + +Thank you, + + Phillip + + + + +" +"allen-p/all_documents/177.","Message-ID: <27329576.1075855669373.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Duties +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:39 PM --------------------------- + + +""Lucy Gonzalez"" on 08/15/2000 02:32:57 PM +To: pallen@enron.com +cc: +Subject: Daily Duties + + + + Phillip, + We have been working on different apartments today and having to +listen to different, people about what Mary is saying should i be worried? +ants seem to be invading my apartment.You got my other fax's Wade is working +on the bulletin board that I need up so that I can let tenants know about +what is going on.Gave #25 a notice about having to many people staying in +that apt and that problem has been resolved.Also I have a tenant in #29 that +is complaining about #28 using fowl language.I sent #28 a lease violation we +will see how that goes + call you tomorrow + Thanx Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/all_documents/178.","Message-ID: <1570437.1075855669394.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/16/2000 02:44:36 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + The a/c I bought today for #17 cost $166.71 pd by ck#1429 + 8/16/00 at WAL-MART.Also on 8/15/00 Ralph's Appliance Centerck#1428 + frig & stove for apt #20-B IVOICE # 000119 AMT=308.56 (STOVE=150.00 + (frig=125.00)DEL CHRG=15.00\TAX=18.56 TOTAL=308.56.FAX MACHINE FOR +FFICE CK # 1427=108.25 FROM sTEELMAN OFFICE PRODUC + +TS. Thanxs, Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/all_documents/179.","Message-ID: <20566350.1075855669416.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/17/2000 02:37:55 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + Today was one of those days because Wade had to go pay his fine and +I had to go take him that takes alot of time out of my schedule.If you get a +chance will you mention to him that he needs to, try to fix his van so tht +he can go get what ever he needs. Tomorrow gary is going to be here.I have +to go but Iwill E-Mail you tomorrow + Lucy + +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/all_documents/18.","Message-ID: <31871172.1075855665878.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:40:00 -0800 (PST) +From: paul.kaufman@enron.com +To: phillip.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Paul Kaufman +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip: + +I have a meeting tomorrow morning with the Oregon PUC staff to discuss a +number of pricing and supply issues. Can I use the information attached to +your e-mail in the meeting with staff? + +Paul + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + + + + +" +"allen-p/all_documents/180.","Message-ID: <14451083.1075855669437.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 08:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: enron close to 85 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I checked into exercising options with Smith Barney, but Enron has some kind +of exclusive with Paine Weber. I am starting to exercise now, but I am going +to use the proceeds to buy another apartment complex. + What do you think about selling JDSU and buying SDLI? + Also can you look at EOG as a play on rising oil and gas prices. + +Thanks, + +Phillip" +"allen-p/all_documents/181.","Message-ID: <12378792.1075855669458.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 05:35:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I tried the new address but I don't have access. also, what do I need to +enter under domain?" +"allen-p/all_documents/182.","Message-ID: <12893809.1075855669480.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: ENA Management Committee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/16/2000 +10:58 AM --------------------------- + + + + From: David W Delainey 08/15/2000 01:28 PM + + +Sent by: Kay Chapman +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, W David Duran/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, +Jeff Donahue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, C John +Thompson/Corp/Enron@ENRON, Scott Josey/Corp/Enron@ENRON, Rob +Milnthorp/CAL/ECT@ECT, Max Yzaguirre/NA/Enron@ENRON, Beth +Perlman/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, David +Oxley/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Jordan Mintz/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT +cc: Mollie Gustafson/PDX/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Ina +Rangel/HOU/ECT@ECT, Kimberly Brown/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Christy Chapman/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, Marsha +Schiller/HOU/ECT@ECT, Lillian Carroll/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Nicole Mayer/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Angela +McCulloch/CAL/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Cherylene R +Westbrook/HOU/ECT@ECT, Shirley Tijerina/Corp/Enron@ENRON, Nicki +Daw/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: ENA Management Committee + + +This is a reminder !!!!! There will be a Friday Meeting August 18, 2000. +This meeting replaces the every Friday Meeting and will be held every other +Friday. + + + Date: Friday August 18, 2000 + + Time: 2:30 pm - 4:30 pm + + Location: 30C1 + + Topic: ENA Management Committee + + + + +If you have any questions or conflicts, please feel free to call me (3-0643) +or Bev (3-7857). + +Thanks, + +Kay 3-0643" +"allen-p/all_documents/183.","Message-ID: <11736349.1075855669501.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 03:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + +This is the website I use: + +http://ectpdx-sunone/~ctatham/navsetup/index.htm + +Should I use a different address. +" +"allen-p/all_documents/184.","Message-ID: <19877731.1075855669523.JavaMail.evans@thyme> +Date: Tue, 15 Aug 2000 05:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Did you add some more security to the expost hourly summary? It keeps +asking me for additional passwords and domain. What do I need to enter? + +Phillip" +"allen-p/all_documents/185.","Message-ID: <17100868.1075855669544.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 15:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stephanie.sever@enron.com +Subject: Re: Your approval is requested +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephanie Sever +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Stephanie + +Please grant Paul the requested eol rights + +Thanks, +Phillip" +"allen-p/all_documents/186.","Message-ID: <20585095.1075855669566.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 05:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stephen.harrington@enron.com +Subject: tv on 33 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Harrington +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cash + Hehub + Chicago + PEPL + Katy + Socal + Opal + Permian + +Gas Daily + + Hehub + Chicago + PEPL + Katy + Socal + NWPL + Permian + +Prompt + + Nymex + Chicago + PEPL + HSC + Socal + NWPL" +"allen-p/all_documents/187.","Message-ID: <27498956.1075855669587.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 01:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: sunil.dalal@enron.com +Subject: Re: Ad Hoc VaR model +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Sunil Dalal +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I tried to run the model and it did not work" +"allen-p/all_documents/188.","Message-ID: <29770699.1075855669609.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.harrington@enron.com, mary@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Harrington, Mary +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +EOL report for TV in conference on 33 + + +Cash + +-Hehub +-Chicago +-PEPL +-Katy + -Waha + +Prompt Month Nymex" +"allen-p/all_documents/189.","Message-ID: <26018267.1075855669630.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: TRANSPORTATION MODEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/09/2000 +02:11 PM --------------------------- + + Enron North America Corp. + + From: Colleen Sullivan 08/09/2000 10:11 AM + + +To: Keith Holst/HOU/ECT@ect, Andrew H Lewis/HOU/ECT@ECT, Fletcher J +Sturm/HOU/ECT@ECT, Larry May/Corp/Enron@Enron, Kate Fraser/HOU/ECT@ECT, Zimin +Lu/HOU/ECT@ECT, Greg Couch/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron, +Sandra F Brawner/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON +Subject: TRANSPORTATION MODEL + +Please plan to attend a meeting on Friday, August 11 at 11:15 a.m. in 30C1 to +discuss the transportation model. Now that we have had several traders +managing transportation positions for several months, I would like to discuss +any issues you have with the way the model works. I have asked Zimin Lu +(Research), Mark Breese and John Griffith (Structuring) to attend so they +will be available to answer any technical questions. The point of this +meeting is to get all issues out in the open and make sure everyone is +comfortable with using the model and position manager, and to make sure those +who are managing the books believe in the model's results. Since I have +heard a few concerns, I hope you will take advantage of this opportunity to +discuss them. + +Please let me know if you are unable to attend. + + +" +"allen-p/all_documents/19.","Message-ID: <29399491.1075855665902.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:11:00 -0800 (PST) +From: yild@zdemail.zdlists.com +To: pallen@enron.com +Subject: Y-Life Daily: Bush will almost definitely be prez / Coach K chats +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Y-Life to Go"" +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Y-Life Daily Bulletin: December 13, 2000 + +Note: If your e-mail reader doesn't show the URLs below +as links, visit the Yahoo! Internet Life home page at +http://www.yil.com. (If you use AOL, click here for our home page.) + +-- DAILY NET BUZZ -- +Give us one minute, we'll give you the Web. 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Will our lives be ruled by the almighty dot- +com? Will the Net fail? Don't believe the hype: Katz has a simple +guide to surviving the panic. +http://cgi.zdnet.com/slink?70392:8593142 + +-- NET RADIO SITE OF THE DAY -- +Today: Lost in the cosmos of Net-radio stations? Sorry, this site +will probably only add to the confusion. FMcities houses over 1,350 +stations in North America, organized by city. Sound daunting? It +is... but here's the good part - every site listed here is 100- +percent commercial-free. That's right, nothing but the good stuff. +Sorry, Pepsi. Sorry, McDonald's. Sorry, RJ Reynolds... +http://cgi.zdnet.com/slink?70393:8593142 + +-- INCREDIBLY USEFUL SITE OF THE DAY -- +Today: ""Always buy a Swiss watch, an American motorcycle, and a +Japanese radio."" If that's the kind of buying advice the folks at +the water cooler are giving you, it's time to look elsewhere - like +ConsumerSearch. 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There's only one way to find out... +http://cgi.zdnet.com/slink?70399:8593142 + +-- SHAREWARE: THE DAILY DOUBLE DOWNLOAD -- +Practical: It's a breeze to create animated .gif files for your Web +site with CoffeeCup GIF Animator. +Playful: Blackjack Interactive doubles as a screensaver and a +playable blackjack game. +http://cgi.zdnet.com/slink?70400:8593142 + +-- YOUR YASTROLOGER -- +Your horoscope, plus sites to match your sign. +http://cgi.zdnet.com/slink?70401:8593142 + +-- THE Y-LIFE WEEKLY MUSIC NEWSLETTER -- +Time is the essence +Time is the season +Time ain't no reason +Got no time to slow +Time everlasting +Time to play b-sides +Time ain't on my side +Time I'll never know +Burn out the day +Burn out the night +I'm not the one to tell you what's wrong or what's right +I've seen signs of what music journalists Steve Knopper and David + Grad went through +And I'm burnin', I'm burnin', I'm burnin' for you +http://cgi.zdnet.com/slink?70402:8593142 + +Happy surfing! + +Josh Robertson +Associate Online Editor +Yahoo! Internet Life +Josh_Robertson@ziffdavis.com + + + +***********************Shop & Save on ZDNet!*********************** + +NEW: DECEMBER'S BEST BUYS! +http://cgi.zdnet.com/slink?69364:8593142 + +Computershopper.com's expert editors have chosen this month's top +buys in mobile computing, desktops, web services and sites, games, +software and more. These winners deliver great performance and top +technology at the right price! + +OUTLET STORE SAVINGS! +http://cgi.zdnet.com/slink?69365:8593142 + +You're just one click away from super savings on over-stocked +and refurbished products. New items are being added all the time +so you'll find great deals on a wide range of products, including +digital cameras, notebooks, printers and desktops. + +******************************************************************* + + + + +WHAT THIS IS: This is the Yahoo! Internet Life e-mail bulletin, +a peppy little note that we send out every weekday to tell you +about fun stuff and free tips at the Yahoo! Internet Life Web +site, http://www.yil.com. + +-- SUBSCRIPTION INFORMATION -- + +The e-mail address for your subscription is: +pallen@ENRON.COM +To ensure prompt service, please include the address, exactly +as it appears above, in any correspondence to us. + +TO UNSUBSCRIBE: Reply to this e-mail with the word ""unsubscribe"" +in the subject line, or send a blank e-mail to +off-yild@zdemail.zdlists.com. + +TO RESUBSCRIBE: Visit the following Web page: +http://www.zdnet.com/yil/content/misc/newsletter.html or send a +blank e-mail to on-yild@zdemail.zdlists.com +--------------------------------------------------------- +YAHOO! INTERNET LIFE PRINT SUBSCRIPTIONS: +Questions about our print magazine? Visit the following +Web pages for answers. +Order a subscription: http://subscribe.yil.com +Give a gift subscription: http://give.yil.com +Get help with your subscription: http://service.yil.com +---------------------------------------------------------" +"allen-p/all_documents/190.","Message-ID: <7671605.1075855669653.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: TRANSPORTATION MODEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + + I am out ot the office on Friday, but Keith Holst will attend. He has been +managing the Transport on the west desk. + +Phillip" +"allen-p/all_documents/191.","Message-ID: <20540702.1075855669674.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 06:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Now that #44 is rented and you have settled in for a couple of months, we +need to focus on expenses and recordkeeping. + + First, I want to implement the following changes: + + 1. No Overtime without my written (or email) instructions. + 2. Daily timesheets for you and Wade faxed to me daily + 3. Paychecks will be issued each Friday by me at the State Bank + 4. No more expenditures on office or landscape than is necessary for basic +operations. + + + Moving on to the checkbook, I have attached a spreadsheet that organizes all +the checks since Jan. 1. + When you open the file, go to the ""Checkbook"" tab and look at the yellow +highlighted items. I have questions about these items. + Please gather receipts so we can discuss. + +Phillip + + + +" +"allen-p/all_documents/192.","Message-ID: <19588036.1075855669696.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + How many times do you think Jeff wants to get this message. Please help + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:30 PM --------------------------- + + + + From: Jeffrey A Shankman 08/08/2000 05:59 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Paul T Lucci/DEN/ECT@Enron +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + +Please have Phillip or John L approve. thanks. Jeff +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 08/08/2000 +07:48 AM --------------------------- + + +ARSystem@ect.enron.com on 08/07/2000 07:03:23 PM +To: jeffrey.a.shankman@enron.com +cc: +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + + +This request has been pending your approval for 8 days. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000000935&Email +=jeffrey.a.shankman@enron.com to approve the request or contact IRM at +713-853-5536 if you have any issues. + + + + +Request ID : 000000000000935 +Request Create Date : 7/27/00 2:15:23 PM +Requested For : paul.t.lucci@enron.com +Resource Name : EOL US NatGas US GAS PHY FWD FIRM Non-Texas < or = 1 +Month +Resource Type : Applications + + + + + + + +" +"allen-p/all_documents/193.","Message-ID: <13591479.1075855669717.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Request Submitted: Access Request for frank.ermis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + I keep getting these security requests that I cannot approve. Please take +care of this. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:28 PM --------------------------- + + +ARSystem@ect.enron.com on 08/08/2000 07:17:38 AM +To: phillip.k.allen@enron.com +cc: +Subject: Request Submitted: Access Request for frank.ermis@enron.com + + +Please review and act upon this request. You have received this email because +the requester specified you as their Manager. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000001282&Email +=phillip.k.allen@enron.com to approve th + + + + +Request ID : 000000000001282 +Request Create Date : 8/8/00 9:15:59 AM +Requested For : frank.ermis@enron.com +Resource Name : Market Data Telerate Basic Energy +Resource Type : Applications + + + + + +" +"allen-p/all_documents/194.","Message-ID: <26975600.1075855669739.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: barry.steinhart@enron.com +Subject: Re: trading opportunities +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Steinhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +What are your skills? Why do you want to be on a trading desk?" +"allen-p/all_documents/195.","Message-ID: <24988638.1075855669760.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: New Socal Curves +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: matt.smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +12:42 PM --------------------------- + + + + From: Jay Reitmeyer 08/07/2000 10:39 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect +cc: +Subject: New Socal Curves + + +" +"allen-p/all_documents/196.","Message-ID: <16772613.1075855669782.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 02:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Report on Property +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I didn't get a fax with the July bank statement on Friday. Can you refax it +to 713 646 2391 + +Phillip" +"allen-p/all_documents/197.","Message-ID: <6539084.1075855669803.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, steven.south@enron.com +Subject: Gas fundamentals development website +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +07:05 AM --------------------------- + + +Chris Gaskill@ENRON +08/04/2000 03:13 PM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Hunter S Shively/HOU/ECT@ECT +Subject: Gas fundamentals development website + +Attached is the link to the site that we reviewed in today's meeting. The +site is a work in progress, so please forward your comments. + +http://gasfundy.dev.corp.enron.com/ + +Chris +" +"allen-p/all_documents/198.","Message-ID: <11623715.1075855669824.JavaMail.evans@thyme> +Date: Sat, 5 Aug 2000 09:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Hunter, + +Are you watching Alberto? Do you have Yahoo Messenger or Hear Me turned on? + +Phillip" +"allen-p/all_documents/199.","Message-ID: <5886809.1075855669846.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chris.gaskill@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +can you build something to look at historical prices from where we saved +curves each night. + +Here is an example that pulls socal only. +Improvements could include a drop down menu to choose any curve and a choice +of index,gd, or our curves. + +" +"allen-p/all_documents/2.","Message-ID: <31189653.1075855665329.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 10:04:00 -0800 (PST) +From: bounce-news-932653@lists.autoweb.com +To: pallen@enron.com +Subject: December Newsletter - Factory Incentives are at a year-long high! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: bounce-news-932653@lists.autoweb.com +X-To: ""pallen@enron.com"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +As requested, here is the December Autoweb.com Newsletter. + +NEW VEHICLE QUOTE + +Start the New Year off with the car of your dreams. Get a quote on the new +2001 models. +New Car Quote + +MORE THAN A VEHICLE-BUYING SITE + +Autoweb.com can help you with every aspect of buying, selling and owning a +vehicle. You may have already used our extensive research tools and our +free service to purchase your vehicle. But at Autoweb.com, you can also +place a classified ad and get great advice on prepping your car for sale. +Check out the Maintain section for great repair and maintenance information. +Get free online quotes for insurance and loans, or find all you ever wanted +to know about financing, insurance, credit and warranties. Car buffs can +read the latest automotive news, see some awesome car collectibles and read +both professional and consumer reviews.. + +So stop by Autoweb.com for all your automotive needs. And check out our +new, easier-to-navigate homepage. + +Autoweb.com Home + +OUR AUDIO CENTER IS LIVE! + +Whether you're building a completely new audio system or just want to add a +CD changer, Autoweb.com's Audio Center provides top-notch selection and +expertise. Our partners offer in-dash receivers, amplifiers, signal +processors, speakers, subwoofers, box enclosures and multimedia options. + +A wealth of installation and setup tools are also available. A wide variety +of electrical and installation accessories are available to help you +assemble the perfect audio system. + +Audio Center + +VIEW 2001 MODELS WITH INTERIOR 360o +Interior 360o lets you view a vehicle interior from any angle. Check out any +one of the 126 top selling vehicles on the market using this revolutionary +product: +- This patented Java technology requires no download or installation. +- Immerse yourself in a realistic, 3-dimensional image. +- Use your mouse or keyboard to rotate the image up, down, left and right. +- Step inside the car, navigating 360o by 360o -- zoom in and out. + +Interior 360o + + +NEW CREDIT CENTER PROVIDES ACCESS TO FREE ONLINE CREDIT REPORTS + +Autoweb.com is happy to announce the launch of its new Credit Center, +designed to provide you with extensive information about credit. The Credit +Center is a one-stop source for consumers to access a wealth of credit +information. With more than 100 original articles, monthly email newsletters +and an Ask the Expert forum, the Credit Center helps you stay up-to-date on +trends in the credit industry, new legislation, facts and tips on identity +theft and more. You'll also be able to fill out an application and receive a +free credit report securely over the Internet. Check it out today at: + +New Credit Center + +Credit Center +***ADVERTISEMENT*** +Sponsor: WarrantyDirect.com +Blurb: Ext. warranties-$50 off to Autoweb visitors til 1/15-FREE Roadside +Assistance-20 Yr old public co.-Buy direct & save + +Click here +****************************************************** + +FACTORY REBATES ARE AT A SEASON-LONG HIGH WITH OVER 400 MAKES & MODELS! + +Find a Car + + + + +--- +You are currently subscribed to Autoweb.com News as: john.parker@autoweb.com +If you wish to be removed from the Autoweb.com News mailing list send a +blank email to: leave-news-932653V@lists.autoweb.com + + + + +--- +You are currently subscribed to Autoweb.com News as: pallen@enron.com +If you wish to be removed from the Autoweb.com News mailing list send a blank +email to: leave-news-932653V@lists.autoweb.com" +"allen-p/all_documents/20.","Message-ID: <28240307.1075855665924.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:09:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@proxy4.ba.best.com +Subject: Western Price Survey 12/13/2000 +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@proxy4.ba.best.com +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I'm sending this early because we expect everything to change +any minute. + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: spotwed597.doc + Date: 13 Dec 2000, 12:37 + Size: 25600 bytes. + Type: MS-Word + + - spotwed597.doc" +"allen-p/all_documents/200.","Message-ID: <21139938.1075855669867.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + +The only long term deal in the west that you could put prudency against is +the PGT transport until 2023 + +Phillip" +"allen-p/all_documents/201.","Message-ID: <24617105.1075855669888.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Electric Overage (1824.62) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I will call you this afternoon to discuss the things in your email. + +Phillip" +"allen-p/all_documents/202.","Message-ID: <13537630.1075855669909.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: MISSION SOUTH +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I want to bid $2.8 for sagewood with a rate 8.5% or less and dependent on +30 year term" +"allen-p/all_documents/203.","Message-ID: <27903020.1075855669931.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com, beth.perlman@enron.com, hunter.shively@enron.com, + scott.neal@enron.com, thomas.martin@enron.com, john.arnold@enron.com +Subject: systems wish list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato, Beth Perlman, Hunter S Shively, Scott Neal, Thomas A Martin, John Arnold +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +attached is the systems wish list for the gas basis and physical trading +" +"allen-p/all_documents/204.","Message-ID: <9320715.1075855669953.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation Update 7/24/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:49 AM --------------------------- + + Enron North America Corp. + + From: Kristian J Lande 07/25/2000 02:24 PM + + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Tim Belden/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT, Tom +Alonso/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tim Heizenrader/PDX/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Generation Update 7/24/00 + + +" +"allen-p/all_documents/205.","Message-ID: <21184521.1075855669974.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ywang@enron.com +Subject: Re: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ywang@enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +please add mike grigsby to distribution" +"allen-p/all_documents/206.","Message-ID: <2168499.1075855669997.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Price for Stanfield Term +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:44 AM --------------------------- + +Michael Etringer + +07/26/2000 08:32 AM + +To: Keith Holst/HOU/ECT@ect, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Price for Stanfield Term + +I am sending off a follow-up to a bid I submitted to Clark County PUD. They +have requested term pricing for Stanfield on a volume of 17,000. Could you +give me a basis for the period : + +Sept -00 - May 31, 2006 +Sept-00 - May 31, 2008 + +Since I assume you do not keep a Stanfield basis, but rather a basis off +Malin or Rockies, it would probably make sense to show the basis as an +adjustment to one of these point. Also, what should the Mid - Offer Spread +be on these terms. + +Thanks, Mike + +" +"allen-p/all_documents/207.","Message-ID: <5850608.1075855670018.JavaMail.evans@thyme> +Date: Tue, 25 Jul 2000 10:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: For Wade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Wade, + + I understood your number one priority was to deal with your vehicle +situation. You need to take care of it this week. Lucy can't hold the +tenants to a standard (vehicles must be in running order with valid stickers) +if the staff doesn't live up to it. If you decide to buy a small truck and +you want to list me as an employer for credit purposes, I will vouch for your +income. + +Phillip" +"allen-p/all_documents/208.","Message-ID: <16689769.1075855670040.JavaMail.evans@thyme> +Date: Mon, 24 Jul 2000 03:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: your address +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +the merlin ct. address is still good. I don't know why the mailing would be +returned. " +"allen-p/all_documents/209.","Message-ID: <23461129.1075855670062.JavaMail.evans@thyme> +Date: Thu, 20 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the 1st draft of a wish list for systems. + +" +"allen-p/all_documents/21.","Message-ID: <7400905.1075855665946.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com, james.steffes@enron.com, jeff.dasovich@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, stephanie.miller@enron.com, + steven.kean@enron.com, susan.mara@enron.com, + rebecca.cantrell@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay, James D Steffes, Jeff Dasovich, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Stephanie Miller, Steven J Kean, Susan J Mara, Rebecca W Cantrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + +" +"allen-p/all_documents/210.","Message-ID: <13081399.1075855670084.JavaMail.evans@thyme> +Date: Wed, 19 Jul 2000 03:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Interactive Information Resource +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/19/2000 +10:39 AM --------------------------- + + +Skipping Stone on 07/18/2000 06:06:28 PM +To: Energy.Professional@mailman.enron.com +cc: +Subject: Interactive Information Resource + + + +skipping stone animation +Have you seen us lately? + +Come see what's new + +www.skippingstone.com +Energy Experts Consulting to the Energy Industry +! + +" +"allen-p/all_documents/211.","Message-ID: <10434631.1075855670105.JavaMail.evans@thyme> +Date: Tue, 18 Jul 2000 02:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: lunch +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +11:15 today still works." +"allen-p/all_documents/212.","Message-ID: <19387969.1075855670126.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com +Subject: Comments on Order 637 Compliance Filings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +fyi CIG + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/17/2000 +10:45 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 07/14/2000 02:31 PM + + +To: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Chris +Meyer/HOU/ECT@ECT, Judy Townsend/HOU/ECT@ECT, Theresa Branney/HOU/ECT@ECT, +Paul T Lucci/DEN/ECT@Enron, Jane M Tholt/HOU/ECT@ECT, Steven P +South/HOU/ECT@ECT, Frank Ermis/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +George Smith/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Jim Homco/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Ray +Hamman/HOU/EES@EES, Robert Superty/HOU/ECT@ECT, Edward Terry/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Brenda H +Fletcher/HOU/ECT@ECT, Jeff Coates/HOU/EES@EES, John Hodge/Corp/Enron@ENRON, +Janet Edwards/Corp/Enron@ENRON, Ruth Concannon/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Paul Tate/HOU/EES@EES, Phillip K Allen/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Barbara G Dillard/HOU/ECT@ECT, Gary L +Payne/HOU/ECT@ECT +cc: +Subject: Comments on Order 637 Compliance Filings + + + + +FYI + +Attached are initial comments of ENA which will be filed Monday in the Order +637 Compliance Filings of the indicated pipelines. (Columbia is Columbia +Gas.) For all other pipelines on the priority list, we filed plain +interventions. + + +" +"allen-p/all_documents/213.","Message-ID: <6510709.1075855670149.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.davis@enron.com, niamh.clarke@enron.com, sonya.clarke@enron.com +Subject: El Paso Blanco Avg product +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank L Davis, Niamh Clarke, Sonya Clarke +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/14/2000 +02:00 PM --------------------------- + + Enron North America Corp. + + From: Kenneth Shulklapper 07/14/2000 06:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: El Paso Blanco Avg product, + + + +Please extend all internal gas traders view access to the new El Paso Blanco +Avg physical NG product. + +Tori Kuykendahl and Jane Tholt should both have administrative access to +manage this on EOL. + +If you have any questions, please call me on 3-7041 + +Thanks, + +Phillip Allen +" +"allen-p/all_documents/214.","Message-ID: <4495279.1075855670170.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 06:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: 65th BD for Nea +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kay, + + I will be down that weekend, but I am not sure about the rest of the family. +All is well here. I will try to bring some pictures if I can't bring the +real thing. + +Keith" +"allen-p/all_documents/215.","Message-ID: <21134058.1075855670192.JavaMail.evans@thyme> +Date: Thu, 13 Jul 2000 03:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Project Elvis and Cactus Open Gas Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/13/2000 +10:24 AM --------------------------- +From: Andy Chen on 07/12/2000 02:14 PM +To: Michael Etringer/HOU/ECT@ECT +cc: Frank W Vickers/HOU/ECT@ECT, Saji John/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: Project Elvis and Cactus Open Gas Position + +Mike-- + +Here are the net open Socal border positions we have for Elvis and Cactus. +Let's try and set up a conference call with Phillip and John to talk about +their offers at the back-end of their curves. + +Roughly speaking, we are looking at a nominal 3750 MMBtu/d for 14 years from +May 2010 on Elvis, and 3000 MMBtu/d on Cactus fromJune 2004 to April 2022. + +Andy + + + +" +"allen-p/all_documents/216.","Message-ID: <26463644.1075855670214.JavaMail.evans@thyme> +Date: Wed, 12 Jul 2000 07:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/12/2000 +02:18 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 02:58 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Sorry, I didn't attach the form. There is one for Associates and one for +Analyst. + + +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:57 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 04:57 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Hey Phillip, +I received your note from Celeste. I am the ENA Staffing Coordinator and +need for you to fill out the attached Needs Assessment form before I can send +you any resumes. Also, would you be interested in the new class? Analysts +start with the business units on Aug. 3rd and Assoc. start on Aug. 28th. We +are starting to place the Associates and would like to see if you are +interested. Please let me know. + +Once I receive the Needs Assessment back (and you let me know if you can wait +a month,) I will be happy to pull a couple of resumes for your review. If +you have any questions, please let me know. Thanks. +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:50 PM --------------------------- + + + + From: Dolores Muzzy 07/11/2000 04:17 PM + + +To: Jana Giovannini/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +I believe Phillip Allen is from ENA. + +Dolores +---------------------- Forwarded by Dolores Muzzy/HOU/ECT on 07/11/2000 04:17 +PM --------------------------- + + + + From: Phillip K Allen 07/11/2000 12:54 PM + + +To: Celeste Roberts/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041 + + + + + + +" +"allen-p/all_documents/217.","Message-ID: <10476633.1075855670236.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:59 PM --------------------------- + + + + From: Robert Badeer 07/11/2000 02:44 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/all_documents/218.","Message-ID: <20672774.1075855670257.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Systems Meeting 7/18 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Kimberly Hillis 07/11/2000 01:16 PM + + +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Steve +Jackson/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT +cc: Barbara Lewis/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Cherylene R +Westbrook/HOU/ECT@ECT, Patti Thompson/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, +Irena D Hogan/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT +Subject: Systems Meeting 7/18 + +Please note that John Lavorato has scheduled a Systems Meeting on Tuesday, +July 18, from 2:00 - 3:00 p.m. in EB3321. + +Please call me at x30681 if you have any questions. + +Thanks + +Kim Hillis + +" +"allen-p/all_documents/219.","Message-ID: <24727528.1075855670278.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: celeste.roberts@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Celeste Roberts +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041" +"allen-p/all_documents/220.","Message-ID: <23928221.1075855670300.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 02:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: Katy flatlands +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +How about Tuesday at 11:15 in front of the building?" +"allen-p/all_documents/221.","Message-ID: <11754831.1075855670321.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 02:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ywang@enron.com +Subject: Re: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ywang@enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +please add mike grigsby to distribution list. +" +"allen-p/all_documents/222.","Message-ID: <28515079.1075855670342.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@surffree.com +Subject: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@surffree.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +testing" +"allen-p/all_documents/223.","Message-ID: <28548545.1075855670363.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: System Meeting 7/11 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +06:12 AM --------------------------- + + Enron North America Corp. + + From: John J Lavorato 07/10/2000 04:03 PM + + +Sent by: Kimberly Hillis +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: System Meeting 7/11 + +This is to confirm a meeting for tomorrow, Tuesday, July 11 at 2:00 pm. +Please reference the meeting as Systems Meeting and also note that there will +be a follow up meeting. The meeting will be held in EB3321. + +Call Kim Hillis at x30681 if you have any questions. + +k" +"allen-p/all_documents/224.","Message-ID: <20576809.1075855670385.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, kenneth.shulklapper@enron.com +Subject: Natural Gas Customers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/10/2000 +04:40 PM --------------------------- + + +Scott Neal +07/10/2000 01:19 PM +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Elsa +Villarreal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: +Subject: Natural Gas Customers + + +---------------------- Forwarded by Scott Neal/HOU/ECT on 07/10/2000 03:18 PM +--------------------------- + + +Jason Moore +06/26/2000 10:44 AM +To: Scott Neal/HOU/ECT@ECT +cc: Joel Henenberg/NA/Enron@Enron, Mary G Gosnell/HOU/ECT@ECT +Subject: Natural Gas Customers + +Attached please find a spreadsheet containing a list of natural gas customers +in the Global Counterparty database. These are all active counterparties, +although we may not be doing any business with them currently. If you have +any questions, please feel free to call me at x33198. + + + +Jason Moore + + +" +"allen-p/all_documents/225.","Message-ID: <22462285.1075855670406.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 06:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: EXECUTIVE IMPACT COURSE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + Please sign me up for this course whenever Hunter is signed up. Thanks" +"allen-p/all_documents/226.","Message-ID: <2726020.1075855670427.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 06:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: Katy flatlands +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I am not in good enough shape to ride a century right now. Plus I'm nursing +some injuries. I can do lunch this week or next, let's pick a day. + +Phillip" +"allen-p/all_documents/227.","Message-ID: <14428197.1075855670448.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 09:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@tgn.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@tgn.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + The word document attached is a notice/consent form for the sale. The excel +file is an amortization table for the note. +You can use the Additional Principal Reduction to record prepayments. Please +email me back to confirm receipt. + + +Phillip + + + + + +" +"allen-p/all_documents/228.","Message-ID: <30396166.1075855670470.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 09:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Brenda Stones telephone numbers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I have spoken to Brenda and everything looks good. Matt Lutz was supposed +to email me some language but I did not receive it. I don't have his # so +can you follow up. When is the estimated closing date. Let me know what +else I need to be doing. + +Phillip" +"allen-p/all_documents/229.","Message-ID: <2135525.1075855670491.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 06:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary.taylor@enron.com +Subject: Re: market intelligence +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +gary, + + thanks for the info." +"allen-p/all_documents/23.","Message-ID: <26488461.1075855665990.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:35:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 2:00:01 PM, the newest notice looks like: + + Phone List, Dec 13 2000 2:12PM, Dec 13 2000 2:12PM, Until further notice, +2238, TW-On Call Listing 12/16 - 12/17 + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/all_documents/230.","Message-ID: <22082721.1075855670512.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 06:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: felix.buitron@enron.com +Subject: Re: Memory +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Felix Buitron +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Anytime after 3 p.m." +"allen-p/all_documents/231.","Message-ID: <32290381.1075855670533.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 09:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Re: Thoughts on Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + Matt sent you a email with his attempt to organize some of the cems and wscc +data. Tim H. expressed concern over the reliability of the wscc data. I +don't know if we should scrap the wscc or just keep monitoring in case it +improves. Let me know what you think. + +Phillip" +"allen-p/all_documents/232.","Message-ID: <28614962.1075855670555.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 08:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Executive Impact and Influence Course +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +What are my choices for dates? +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/06/2000 +03:44 PM --------------------------- + + +David W Delainey +06/29/2000 10:48 AM +To: Jeffery Ader/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, +Bryan Burnett/HOU/ECT@ECT, George Carrick/HOU/ECT@ECT, Joseph +Deffner/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Craig A Fox/HOU/ECT@ECT, +Julie A Gomez/HOU/ECT@ECT, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Fred Lagrasta/HOU/ECT@ECT, John J +Lavorato/Corp/Enron@Enron, Thomas A Martin/HOU/ECT@ECT, Gil +Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Hunter S Shively/HOU/ECT@ECT, Bruce Sukaly/Corp/Enron@Enron, Colleen +Sullivan/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, +Carl Tricoli/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT +cc: Billy Lemmons/Corp/Enron@ENRON, Mark Frevert/NA/Enron@Enron +Subject: Executive Impact and Influence Course + +Folks, you are the remaining officers of ENA that have not yet enrolled in +this mandated training program. It is ENA's goal to have all its officers +through the program before the end of calendar year 2000. The course has +received very high marks for effectiveness. Please take time now to enroll +in the program. Speak to your HR representative if you need help getting +signed up. + +Regards +Delainey +" +"allen-p/all_documents/233.","Message-ID: <29561577.1075855670577.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 07:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Notices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +I got your email. I didn't have time to finish it. I will read it this +weekend and ask my dad about the a/c's. I am glad you are enjoying +the job. This weekend I will mark up the lease and rules. If I didn't +mention this when I was there, the 4th is a paid holiday for you and Wade. +Have a good weekend and I will talk to you next week. + +Phillip" +"allen-p/all_documents/234.","Message-ID: <957862.1075855670601.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: (Reminder) Update GIS Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +What is GIS info? Can you do this? + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/30/2000 +12:53 PM --------------------------- + + Enron North America Corp. + + From: David W Delainey 06/30/2000 07:42 AM + + +Sent by: Kay Chapman +To: Raymond Bowen/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Janet R +Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, George McClellan/HOU/ECT@ECT, Jere C +Overdyke/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A +Shankman/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT, Mark E +Haedicke/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Julia Murray/HOU/ECT@ECT, +Greg Hermans/Corp/Enron@Enron, Paul Adair/Corp/Enron@Enron, Jeffery +Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, +Brad Alford/ECP/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Michael J Beyer/HOU/ECT@ECT, +Brian Bierbach/DEN/ECT@Enron, Donald M- ECT Origination Black/HOU/ECT@ECT, +Greg Blair/Corp/Enron@Enron, Brad Blesie/Corp/Enron@ENRON, Michael W +Bradley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, Cary M Carrabine/Corp/Enron@Enron, George +Carrick/HOU/ECT@ECT, Douglas Clifford/Corp/Enron@ENRON, Bob +Crane/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Kent Densley/Corp/Enron@Enron, +Timothy J Detmering/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Ranabir +Dutt/Corp/Enron@Enron, Craig A Fox/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, +David Howe/Corp/Enron@ENRON, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Jeff Kinneman/HOU/ECT@ECT, Kyle Kitagawa/CAL/ECT@ECT, +Fred Lagrasta/HOU/ECT@ECT, Billy Lemmons/Corp/Enron@ENRON, Laura +Luce/Corp/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Randal +Maffett/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT, Michael McDonald/SF/ECT@ECT, +Jesus Melendrez/Corp/Enron@Enron, mmiller3@enron.com, Rob +Milnthorp/CAL/ECT@ECT, Gil Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Michelle Parks/Corp/Enron@Enron, David +Parquet/SF/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Steve +Pruett/Corp/Enron@Enron, Daniel Reck/HOU/ECT@ECT, Andrea V Reed/HOU/ECT@ECT, +Jim Schwieger/HOU/ECT@ECT, Cliff Shedd/NA/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Stuart Staley/LON/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, +Thomas M Suffield/Corp/Enron@ENRON, Bruce Sukaly/Corp/Enron@Enron, Jake +Thomas/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Carl +Tricoli/Corp/Enron@Enron, Max Yzaguirre/NA/Enron@ENRON, Sally +Beck/HOU/ECT@ECT, Nick Cocavessis/Corp/Enron@ENRON, Peggy +Hedstrom/CAL/ECT@ECT, Sheila Knudsen/Corp/Enron@ENRON, Jordan +Mintz/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Bryan Burnett/HOU/ECT@ECT, James I Ducote/HOU/ECT@ECT, +Douglas B Dunn/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Barbara N +Gray/HOU/ECT@ECT, Robert Greer/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, +Andrew Kelemen/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Jesse +Neyman/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, +William Rome/HOU/ECT@ECT, Lance Schuler-Legal/HOU/ECT@ECT, Vasant +Shanbhogue/HOU/ECT@ECT, Gregory L Sharp/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, +Sheila Tweed/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Mark Dobler/NA/Enron@Enron, +Thomas A Martin/HOU/ECT@ECT, Steven Schneider/Enron@Gateway +cc: Cindy Skinner/HOU/ECT@ECT, Ted C Bland/HOU/ECT@ECT, David W +Delainey/HOU/ECT@ECT, Marsha Schiller/HOU/ECT@ECT, Shirley +Tijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Stella L +Ely/HOU/ECT@ECT, Kimberly Hillis/HOU/ECT@ect, Yolanda Ford/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Katherine Benedict/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Janette Elbertson/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Carolyn +George/Corp/Enron@ENRON, Kimberly Brown/HOU/ECT@ECT, Claudette +Harvey/HOU/ECT@ect, Terrellyn Parker/HOU/ECT@ECT, Maria Elena +Mendoza/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Debra Davidson/PDX/ECT@ECT, +Jessica A Wentworth/DEN/ECT@Enron, Catherine DuMont/PDX/ECT@ECT, Betty J +Coneway/HOU/ECT@ECT, Nicole Mayer/HOU/ECT@ECT, Sherri Carpenter/HOU/ECT@ECT, +Susan Fallon/Corp/Enron@ENRON, Tina Rode/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Iris Wong/CAL/ECT@ECT, Rebecca.Young@enron.com, Maxine +E Levingston/Corp/Enron@Enron, Lynn Pikofsky/Corp/Enron@ENRON, Luann +Mitchell/Corp/Enron@Enron, Ana Alcantara/HOU/ECT@ECT, Deana +Fortine/Corp/Enron@ENRON, Deborah J Edison/HOU/ECT@ECT, Lisa +Zarsky/HOU/ECT@ECT, Angela McCulloch/CAL/ECT@ECT, Dusty Warren +Paez/HOU/ECT@ECT, Cristina Zavala/SF/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Denys +Watson/Corp/Enron@ENRON, Angie Collins/HOU/ECT@ECT, Tammie +Davis/NA/Enron@Enron, Gerry Taylor/Corp/Enron@ENRON, Lorie Leigh/HOU/ECT@ECT, +Airam Arteaga/HOU/ECT@ECT, Tina Tennant/HOU/ECT@ECT, Mollie +Gustafson/PDX/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Patti +Thompson/HOU/ECT@ECT, Leticia Leal/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Rhonna Palmer/HOU/ECT@ECT, Irena D Hogan/HOU/ECT@ECT, +Joya Davis/HOU/ECT@ECT, Erica Braden/HOU/ECT@ECT, Anabel +Gutierrez/HOU/ECT@ECT, Jenny Helton/HOU/ECT@ect, Christine +Drummond/HOU/ECT@ECT, Kevin G Moore/HOU/ECT@ECT, Dina Snow/Corp/Enron@Enron, +Lillian Carroll/HOU/ECT@ECT, Taffy Milligan/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Nancy Hall/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, +Crystal Blair/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Melissa Jones/NA/Enron@ENRON, Beth A Ryan/HOU/ECT@ECT, +Shirley Crenshaw/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Amy +Cooper/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT +Subject: (Reminder) Update GIS Information + +This is a reminder !!! If you haven't taken the time to update your GIS +information, please do so. It is essential that this function be performed +as soon as possible. Please read the following memo sent to you a few days +ago and if you have any questions regarding this request, please feel free to +call Ted Bland @ 3-5275. + +With Enron's rapid growth we need to maintain an ability to move employees +between operating companies and new ventures. To do this it is essential to +have one process that will enable us to collect , update and retain employee +data. In the spirit of One Enron, and building on the success of the +year-end Global VP/MD Performance Review Process, the Enron VP/MD PRC +requests that all Enron Vice Presidents and Managing Directors update their +profiles. Current responsibilities, employment history, skills and education +need to be completed via the HR Global Information System. HRGIS is +accessible via the HRWEB home page on the intranet. Just go to +hrweb.enron.com and look for the HRGIS link. Or just type eglobal.enron.com +on the command line of your browser. + +The target date by which to update these profiles is 7 July. If you would +like to have a hard copy of a template that could be filled out and returned +for input, or If you need any assistance with the HRGIS application please +contact Kathy Schultea at x33841. + +Your timely response to this request is greatly appreciated. + + +Thanks, + + +Dave" +"allen-p/all_documents/235.","Message-ID: <26214238.1075855670622.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: West Power Strategy Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +04:39 PM --------------------------- + + +TIM HEIZENRADER +06/27/2000 11:35 AM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: West Power Strategy Materials + +Charts for today's meeting are attached: +" +"allen-p/all_documents/236.","Message-ID: <13017928.1075855670645.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 05:33:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: gas storage model +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +12:32 PM --------------------------- + + +Zimin Lu +06/14/2000 07:09 AM +To: Mark Breese/HOU/ECT@ECT +cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Colleen +Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT +Subject: gas storage model + + +Mark, + +We are currently back-testing the storage model. +The enclosed version contains deltas and decision +variable. + +You mentioned that you have resources to run the model. Please do so. +This will help us to gain experience with the market vs the +model. + +I am going to distribute an article by Caminus, an software vendor. +The article illustrates the optionality associated with storage operation +very well. The Enron Research storage model is a lot like that, although +implementation may be +different. + +Let me know if you have any questions. + +Zimin + + + +" +"allen-p/all_documents/237.","Message-ID: <17429074.1075855670666.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 07:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +is your voice healed or are you going to use a real time messenger?" +"allen-p/all_documents/238.","Message-ID: <262584.1075855670688.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 07:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +no" +"allen-p/all_documents/239.","Message-ID: <17633141.1075855670709.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 06:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Download Frogger before it hops away! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/26/2000 +01:57 PM --------------------------- + + +""the shockwave.com team"" on 06/23/2000 +10:49:22 PM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Download Frogger before it hops away! + + +Dear Phillip, + +Frogger is leaving shockwave.com soon... + +Save it to your Shockmachine now! + +Every frog has his day - games, too. Frogger had a great run as an +arcade classic, but it is leaving the shockwave.com pond soon. The +good news is that you can download it to your Shockmachine and +own it forever! + +Don't know about Shockmachine? You can download Shockmachine for free +and save all of your downloadable favorites to play off-line, +full-screen, whenever you want. + +Download Frogger by noon, PST on June 30th, while it's still on +the site! + +the shockwave.com team + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + +#27279 + + + + + + + +" +"allen-p/all_documents/24.","Message-ID: <24926182.1075855666013.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:34:00 -0800 (PST) +From: public.relations@enron.com +To: all.houston@enron.com +Subject: Ken Lay and Jeff Skilling on CNNfn +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations +X-To: All Enron Houston +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ken Lay and Jeff Skilling were interviewed on CNNfn to discuss the succession +of Jeff to CEO of Enron. We have put the interview on IPTV for your viewing +pleasure. Simply point your web browser to http://iptv.enron.com, click the +link for special events, and then choose ""Enron's Succession Plan."" The +interview will be available every 15 minutes through Friday, Dec. 15." +"allen-p/all_documents/240.","Message-ID: <7466954.1075855670740.JavaMail.evans@thyme> +Date: Fri, 23 Jun 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: torrey.moorer@enron.com +Subject: FT-Denver book on EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/23/2000 +11:45 AM --------------------------- + + Enron North America Corp. + + From: Michael Walters 06/21/2000 04:17 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Paul T Lucci/DEN/ECT@Enron +cc: Tara Sweitzer/HOU/ECT@ECT +Subject: FT-Denver book on EOL + +Phil or Paul: + +Please forward this note to Torrey Moorer or Tara Sweitzer in the EOL +department. It must be sent by you. + +Per this request, we are asking that all financial deals on EOL be bridged +over to the FT-Denver book instead of the physical ENA IM-Denver book. + +Thanks in advance. + +Mick Walters +3-4783 +EB3299d +" +"allen-p/all_documents/241.","Message-ID: <3536013.1075855670762.JavaMail.evans@thyme> +Date: Thu, 22 Jun 2000 00:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: scott.carter@chase.com +Subject: Re: The New Power Company +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Carter, Scott"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Scott, + + I emailed your question to a friend that works for the new company. I think +I know the answer to your questions but I want to get the exact details from +him. Basically, they will offer energy online at a fixed price or some +price that undercuts the current provider. Then once their sales are large +enough they will go to the wholesale market to hedge and lock in a profit. +The risk is that they have built in enough margin to give them room to manage +the price risk. This is my best guess. I will get back to you with more. + +Phillip" +"allen-p/all_documents/242.","Message-ID: <4871446.1075855670783.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 07:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Wade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I want to speak to Wade myself. He can call me at work or home. Or if you +email me his number I will call him. + I would like Gary to direct Wade on renovation tasks and you can give him +work orders for normal maintenance. + + I will call you tomorrow to discuss items from the office. Do you need Mary +to come in on any more Fridays? I think I + can guess your answer. + + I might stop by this Friday. + +Phillip" +"allen-p/all_documents/243.","Message-ID: <1590172.1075855670804.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 03:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone.ect.enron.com/~theizen/wsccnav/" +"allen-p/all_documents/244.","Message-ID: <16698459.1075855670826.JavaMail.evans@thyme> +Date: Mon, 12 Jun 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Thoughts on Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/12/2000 +10:55 AM --------------------------- + + + + From: Tim Belden 06/11/2000 07:26 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Thoughts on Presentation + +It is a shame that the CAISO doesn't provide actual generation by unit. The +WSCC data, which is dicey and we don't have until July 1999, and the CEMMS, +which comes on a delay, are ultimately our best sources. For your purposes +the CAISO may suffice. I think that you probably know this already, but +there can be a siginificant difference between ""scheduled"" and ""actual"" +generation. You are pulling ""scheduled."" If someone doesn't schedule their +generation and then generates, either instructed or uninstructed, then you +will miss that. You may also miss generation of the northern california +munis such as smud who only schedule their net load to the caiso. That is, +if they have 1500 MW of load and 1200 MW of generation, they may simply +schedule 300 MW of load and sc transfers or imports of 300 MW. Having said +all of that, it is probably close enough and better than your alternatives on +the generation side. + +On the load side I think that I would simply use CAISO actual load. While +they don't split out NP15 from SP15, I think that using the actual number is +better than the ""scheduled"" number. The utilities play lots of game on the +load side, usually under-scheduling depending on price. + +I think the presentation looks good. It would be useful to share this with +others up here once you have it finished. I'd like to see how much gas +demand goes up with each additional GW of gas-generated electricity, +especially compared to all gas consumption. I was surprised by how small the +UEG consumption was compared to other uses. If it is the largest marginal +consumer then it is obviously a different story. + +Let's talk. +" +"allen-p/all_documents/245.","Message-ID: <1735234.1075855670847.JavaMail.evans@thyme> +Date: Thu, 8 Jun 2000 10:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Check out NP Gen & Load. (aMW)" +"allen-p/all_documents/246.","Message-ID: <5290361.1075855670869.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:27 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/all_documents/247.","Message-ID: <29421706.1075855670890.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:26 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/all_documents/248.","Message-ID: <32511686.1075855670911.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + +" +"allen-p/all_documents/249.","Message-ID: <23542208.1075855670933.JavaMail.evans@thyme> +Date: Mon, 5 Jun 2000 04:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: felix.buitron@enron.com +Subject: Re: Compaq M700 laptop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Felix Buitron +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Felix, + +Network: + login pallen + pw ke7davis + +Notes: + pw synergi + + +My location is 3210B. + +Phillip" +"allen-p/all_documents/25.","Message-ID: <7265952.1075855666035.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:06:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 1:30:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 1:48PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2237, Allocation - SOCAL NEEDLES + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/all_documents/250.","Message-ID: <35511.1075855670954.JavaMail.evans@thyme> +Date: Fri, 2 Jun 2000 08:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Click on this attachment to see the format to record expenses. You can keep +a log on paper or on the computer. The computer would be better for sending +me updates. + + + +What do you think about being open until noon on Saturday. This might be +more convenient for collecting rent and showing open apartments. +We can adjust office hours on another day. + +Phillip" +"allen-p/all_documents/251.","Message-ID: <26423527.1075855670975.JavaMail.evans@thyme> +Date: Fri, 2 Jun 2000 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: 91 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I will respond to the offer on Monday. There is a $35 Million expansion +adding 250 jobs in Burnet. I am tempted to hold for $3000/acre. Owner +financing would still work. Do you have an opinion? + +Phillip" +"allen-p/all_documents/252.","Message-ID: <7314652.1075855670998.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 10:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: What's happening? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I was glad to hear from you. I hope we can put the past behind us. Sounds +like you have been busy. Congratulations on the new baby. Judging from your +email all is well with you. That's great. + +We did have another girl in December, (Evelyn Grace). Three is it for us. +What's your target? The other two are doing well. Soccer, T-ball, and bike +riding keeps them busy. They could use some of Cole's coordination. + +My fitness program is not as intense as yours right now. I am just on +maintenance. You will be surprised to hear that Hunter is a fanatical +cyclist. We have been riding to work twice a week for the last few months. +He never misses, rain or shine. Sometimes we even hit the trails in Memorial +Park on Saturdays. Mountain biking is not as hard as a 50 mile trip on the +road. I would like to dust off my road bike and go for a ride some Saturday. + +I would like to hear more about your new job. Maybe we could grab lunch +sometime. + +Phillip + +" +"allen-p/all_documents/253.","Message-ID: <27477320.1075855671021.JavaMail.evans@thyme> +Date: Tue, 30 May 2000 06:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com +Subject: Transport p&l +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/30/2000 +01:32 PM --------------------------- + + + + From: Colleen Sullivan 05/30/2000 09:18 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Transport p&l + +Phillip-- +I've noticed one thing on your intra-month transport p&l that looks strange +to me. Remember that I do not know the Northwest at all, so this may not be +an issue, but I'll point it out and let you decide. Let me know if this is +O.K. as is, so I'll know to ignore it in the future. Also, if you want me to +get with Kim and the Sitara people to change the mapping, let me know and +I'll take care of it.. + +On PG&E NW, it appears that PGEN Kingsgate is mapped to a Malin Citygate +curve instead of a Kingsgate curve, resulting in a total transport loss of +$235,019. +(If the mapping were changed, it should just reallocate p&l--not change your +overall p&l.) Maybe there is a reason for this mapping or maybe it affects +something else somewhere that I am not seeing, but anyway, here are the Deal +#'s, paths and p&l impacts of each. + 139195 From Kingsgate to Malin ($182,030) + 139196 From Kingsgate to PGEN/Tuscarora ($ 4,024) + 139197 From Kingsgate to PGEN Malin ($ 8,271) + 231321 From Kingsgate to Malin ($ 38,705) + 153771 From Kingsgate to Stanfield ($ 1,988) + Suggested fix: Change PGEN Kingsgate mapping from GDP-Malin Citygate to +GDP-Kingsgate. + + Clay Basin storage--this is really a FYI more than anything else--I see five +different tickets in Sitara for Clay Basin activity--one appears to be for +withdrawals and the other four are injections. Clay Basin is valued as a +Questar curve, which is substantially below NWPL points. What this means is +that any time you are injecting gas, these tickets will show transport +losses; each time you are withdrawing, you will show big gains on transport. +I'm not sure of the best way to handle this since we don't really have a +systematic Sitara way of handling storage deals. In an ideal world, it seems +that you would map it the way you have it today, but during injection times, +the transport cost would pass through as storage costs. Anyway, here's the +detail on the tickets just for your info, plus I noticed three days where it +appears we were both withdrawing and injecting from Clay Basin. There may be +an operational reason why this occurred that I'm not aware of, and the dollar +impact is very small, but I thought I'd bring it to your attention just in +case there's something you want to do about it. The columns below show the +volumes under each ticket and the p&L associated with each. + +Deal # 251327 159540 265229 +106300 201756 +P&L $29,503 ($15,960) ($3,199) +($2,769) ($273) +Rec: Ques/Clay Basin/0184 NWPL/Opal 543 NWPL/Opal Sumas NWPL/S of +Gr Rvr +Del: NWPL/S of Green River/Clay Ques/Clay Basin/0852 Ques/Clay +Basin/0852 Ques/Clay Basin Ques/Clay Basin +1 329 8,738 +2 1,500 +3 2,974 11,362 +4 6,741 12,349 1,439 +5 19,052 3,183 +9 333 +13 30,863 2,680 +14 30,451 +15 35,226 +16 6,979 235 +17 17,464 +18 9,294 +20 10,796 771 +21 17,930 +22 10,667 +23 14,415 9,076 +25 23,934 8,695 +26 3,284 +27 1,976 +28 1,751 +29 1,591 +30 20,242 + + +" +"allen-p/all_documents/254.","Message-ID: <1670364.1075855671043.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 07:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: balance on truck/loan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +If we add both balances together the total is $1,140. I can spread it over 6 +or 12 months. 6 month payout would be $190/month. +12 month payout would be $95/month. Your choice. I would like it if you +could work 5/hrs each Friday for another month or so. Does $10/hr sound +fair? We can apply it to the loan. + +Phillip" +"allen-p/all_documents/255.","Message-ID: <22307073.1075855671064.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 06:10:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +address: http://ectpdx-sunone.ect.enron.com/~ctatham/navsetup/index.htm + + +id: pallen +password: westgasx" +"allen-p/all_documents/256.","Message-ID: <11314440.1075855671086.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 00:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Todays update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + I am going to be in Seguin this Saturday through Monday. We can talk about +a unit for Wade then. I will call the bank again today to resolve +authorization on the account. Lets keep the office open until noon on +Memorial day. + +Philllip" +"allen-p/all_documents/257.","Message-ID: <8827549.1075855671107.JavaMail.evans@thyme> +Date: Wed, 24 May 2000 09:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Did you get set up on the checking account? Try and email me every day with +a note about what happened that day. + Just info about new vacancies or tenants and which apartments you and wade +worked on each day. + +Phillip" +"allen-p/all_documents/258.","Message-ID: <20485107.1075855671129.JavaMail.evans@thyme> +Date: Tue, 23 May 2000 07:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +This note is authorization to make the following changes: + +1. Set up a new book for Frank Ermis-NW Basis + +2. Route these products to NW Basis: + NWPL RkyMtn + Malin + PG&E Citygate + +3. Route EPNG Permian to Todd Richardson's book FT-New Texas + + +Call with questions. X37041 + +Thank you, + +Phillip Allen" +"allen-p/all_documents/259.","Message-ID: <24736945.1075855671153.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 04:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jane.tholt@enron.com, steven.south@enron.com, + tori.kuykendall@enron.com, frank.ermis@enron.com +Subject: Gas Transportation Market Intelligence +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jane M Tholt, Steven P South, Tori Kuykendall, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/22/2000 +11:43 AM --------------------------- + + +""CapacityCenter.com"" on 05/18/2000 02:55:43 PM +To: Industry_Participant@mailman.enron.com +cc: +Subject: Gas Transportation Market Intelligence + + + + + + [IMAGE] + + + Natural Gas Transporation Contract Information and Pipeline Notices + Delivered to Your Desktop + + http://www.capacitycenter.com + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] Register Now and Sign Up For A Free Trial + Through The End Of May Bid Week + + + Capacity Shopper: Learn about capacity release that is posted to bid. Pick up +some transport at a good price or explore what releases are out there....it +can affect gas prices! + Daily Activity Reports: Check out the deals that were done! What did your +competitors pick up, and how do their deals match up against yours? This +offers you better market intelligence! + System Notices: Have System Notices delivered to your desk. Don't be the last +one to learn about an OFO because you were busy doing something else! + + [IMAGE] + + Capacity Shopper And Daily Activity Reports + Have Improved Formats + + You choose the pipelines you want and we'll keep you posted via email on all +the details! + Check out this example of a Daily Activity Report. + + Coming Soon: + A Statistical Snapshot on Capacity Release + + + Don't miss this member-only opportunity to see a quick snapshot of the +activity on all 48 interstate gas pipelines. + + This message has been sent to a select group of Industry Professionals, if +you do not wish to receive future notices, please Reply to this e-mail with +""Remove"" in the subject line. + Copyright 2000 - CapacityCenter.com, Inc. - ALL RIGHTS RESERVED + +" +"allen-p/all_documents/26.","Message-ID: <14286989.1075855666059.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:26:00 -0800 (PST) +From: stephanie.miller@enron.com +To: jeff.dasovich@enron.com +Subject: Re: Enron Response to San Diego Request for Gas Price Caps +Cc: sarah.novosel@enron.com, christi.nicolay@enron.com, james.steffes@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, steven.kean@enron.com, + susan.mara@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sarah.novosel@enron.com, christi.nicolay@enron.com, james.steffes@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, steven.kean@enron.com, + susan.mara@enron.com +X-From: Stephanie Miller +X-To: Jeff Dasovich +X-cc: Sarah Novosel, Christi L Nicolay, James D Steffes, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Steven J Kean, Susan J Mara +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Any merit to mentioning that there has been an initial ""supply"" response in +terms of pipeline infrastructure - open seasons/expansion efforts on behalf +of Kern River, Transwestern and PGT (not yet announced)? + + +From: Jeff Dasovich on 12/13/2000 12:04 PM +Sent by: Jeff Dasovich +To: Sarah Novosel/Corp/Enron@ENRON +cc: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Joe +Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, pallen@enron.com, +pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON + +Subject: Re: Enron Response to San Diego Request for Gas Price Caps + +Recognizing the time constraints you face, I've tried to 1) clear up a few +inaccuracies and 2) massage some of the sharper language without taking a +chainsaw to the otherwise good job. + + +" +"allen-p/all_documents/260.","Message-ID: <14437034.1075855671174.JavaMail.evans@thyme> +Date: Fri, 19 May 2000 03:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 91 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I would consider owner financing depending on: + + Established developer/individual/general credit risk + + What are they going to do with the land + + Rate/Term/Downpayment 25% + + Let me know. + +Phillip + " +"allen-p/all_documents/261.","Message-ID: <11144839.1075855671195.JavaMail.evans@thyme> +Date: Fri, 19 May 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Large Deal Alert +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/19/2000 +10:46 AM --------------------------- + + + + From: Jeffrey A Shankman 05/18/2000 06:27 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike +Grigsby/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + + +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 05/18/2000 +08:23 PM --------------------------- + + +Bruce Sukaly@ENRON +05/18/2000 08:20 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jeffrey A +Shankman/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + +To make a long story short. + +Williams is long 4000MW of tolling in SP15 (SoCal ) for 20 years (I know I +did the deal) +on Tuesday afternoon, Williams sold 1000 MW to Merrill Lynch for the +remaining life (now 18 years) + +Merrill is short fixed price gas at So Cal border up to 250,000MMBtu a day +and long SP15 power (1000 MW) a day. + +heat rate 10,500 SoCal Border plus $0.50. + +I'm not sure if MRL has just brokered this deal or is warehousing it. + +For what its worth........ + + +" +"allen-p/all_documents/262.","Message-ID: <10469998.1075855671218.JavaMail.evans@thyme> +Date: Thu, 11 May 2000 01:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: 5/08/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dawn, + +I received your email with p&l's. Please continue to send them daily. + +Thank you, +Phillip" +"allen-p/all_documents/263.","Message-ID: <9828978.1075855671241.JavaMail.evans@thyme> +Date: Mon, 1 May 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +Subject: Re: DSL- Installs +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Circuit Provisioning@ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +No one will be home on 5/11/00 to meet DSL installers. Need to reschedule to +the following week. Also, my PC at home has Windows 95. Is this a problem? + +Call with questions. X37041. + +Thank you, + +Phillip Allen" +"allen-p/all_documents/264.","Message-ID: <7168526.1075855671263.JavaMail.evans@thyme> +Date: Fri, 28 Apr 2000 02:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: Re: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/28/2000 +09:02 AM --------------------------- + + +Laird Dyer +04/27/2000 01:17 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Christopher F Calger/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT +Subject: Re: SW Gas + +Mike McDonald and I met with SW Gas this morning. They were polite regarding +asset management and procurement function outsourcing and are willing to +listen to a proposal. However, they are very interested in weather hedges to +protect throughput related earnings. We are pursuing a confidentiality +agreement with them to facilitate the sharing of information that will enable +us to develop proposals. Our pitch was based upon enhancing shareholder +value by outsourcing a non-profit and costly function (procurement) and by +reducing the volatility of their earnings by managing throughput via a +weather product. + +As to your other question. We have yet to identify or pursue other +candidates; however, Mike McDonald and I are developing a coverage strategy +to ensure that we meet with all potential entities and investigate our +opportunities. We met with 8 entities this week (7 Municipals and SWG) as we +implement our strategy in California. + +Are there any entities that you think would be interested in an asset +management deal that we should approach? Otherwise, we intend to +systematically identify and work through all the candidates. + +Laird +" +"allen-p/all_documents/265.","Message-ID: <21006708.1075855671285.JavaMail.evans@thyme> +Date: Thu, 27 Apr 2000 06:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: laird.dyer@enron.com +Subject: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Laird Dyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Laird, + + Did you meet with SWG on April 27th. Are there any other asset management +targets in the west? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/27/2000 +01:53 PM --------------------------- + + +Jane M Tholt +04/12/2000 08:45 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: SW Gas + + +---------------------- Forwarded by Jane M Tholt/HOU/ECT on 04/12/2000 10:45 +AM --------------------------- + + +Laird Dyer +04/12/2000 08:17 AM +To: Jane M Tholt/HOU/ECT@ECT +cc: +Subject: SW Gas + +Janie, + +Thanks for the fax on SW Gas. + +We are meeting with Larry Black, Bob Armstrong & Ed Zub on April 27th to +discuss asset management. In preparation for that meeting we would like to +gain an understanding of the nature of our business relationship with SW. +Could you, in general terms, describe our sales activities with SW. What are +typical quantities and term on sales? Are there any services we provide? +How much pipeline capacity do we buy or sell to them? Who are your main +contacts at SW Gas? + +We will propose to provide a full requirements supply to SW involving our +control of their assets. For this to be attractive to SW, we will probably +have to take on their regulatory risk on gas purchase disallowance with the +commissions. This will be difficult as there is no clear mandate from their +commissions as to what an acceptable portfolio (fixed, indexed, collars....) +should look like. Offering them a guaranteed discount to the 1st of month +index may not be attractive unless we accept their regulatory risk. That +risk may not be acceptable to the desk. I will do some investigation of +their PGA's and see if there is an opportunity. + +As to the asset management: do you have any preference on structure? Are +there elements that you would like to see? Any ideas at all would be greatly +appreciated. + +Thanks, + +Laird + + +" +"allen-p/all_documents/266.","Message-ID: <16945.1075855671306.JavaMail.evans@thyme> +Date: Thu, 27 Apr 2000 06:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: #30 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kay & Neal, + +Thanks for remembering my birthday. You beat my parents by one day. + +The family is doing fine. Grace is really smiling. She is a very happy baby +as long as she is being held. + +It sounds like your house is coming along fast. I think my folks are ready +to start building. + +We will probably visit in late June or July. May is busy. We are taking the +kids to Disney for their birthdays. + +Good luck on the house. + +Keith" +"allen-p/all_documents/267.","Message-ID: <16361260.1075855671328.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:40 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/all_documents/268.","Message-ID: <5126708.1075855671349.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hector.campos@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hector Campos +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:36 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/all_documents/269.","Message-ID: <30355239.1075855671370.JavaMail.evans@thyme> +Date: Tue, 25 Apr 2000 05:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: #30 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +2000-1969=31" +"allen-p/all_documents/27.","Message-ID: <5915670.1075855666081.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 03:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: scott.tholan@enron.com +Subject: Enron Response to San Diego Request for Gas Price Caps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Scott Tholan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/13/2000 +11:28 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 10:17 AM CST +To: James D Steffes/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON, Susan J +Mara/NA/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Richard +Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Richard B +Sanders/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Christi L +Nicolay/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, pkaufma@enron.com, +pallen@enron.com +cc: +Subject: Enron Response to San Diego Request for Gas Price Caps + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah + + +" +"allen-p/all_documents/270.","Message-ID: <18933739.1075855671392.JavaMail.evans@thyme> +Date: Mon, 24 Apr 2000 00:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: Foundation leveling on #2 & #3 apts. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +I spoke to Gary about the foundation work on #2 & #3. He agreed that it +would be better to just clean up #3 and do whatever he and Wade can do to +#2. Then they can just focus on #19. I worked on the books this weekend but +I need more time to finish. I will call you in a day or so. + +Phillip" +"allen-p/all_documents/271.","Message-ID: <22674966.1075855671414.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.wile@enron.com +Subject: Re: DSL Install +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: David Wile +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is my DSL form. + +" +"allen-p/all_documents/272.","Message-ID: <20470303.1075855671435.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: suzanne.marshall@enron.com +Subject: Re: Payroll Reclasses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Suzanne Marshall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for your help. My assistant is Ina Rangel." +"allen-p/all_documents/273.","Message-ID: <10796112.1075855671456.JavaMail.evans@thyme> +Date: Mon, 10 Apr 2000 07:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com, steven.south@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2000 +02:09 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/all_documents/274.","Message-ID: <21443533.1075855671478.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/06/2000 +12:18 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/all_documents/275.","Message-ID: <26862770.1075855671499.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 10:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: beth.perlman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Beth Perlman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Beth, + +Here are our addresses for DSL lines: + + +Hunter Shively +10545 Gawain +Houston, TX 77024 +713 461-4130 + +Phillip Allen +8855 Merlin Ct +Houston, TX 77055 +713 463-8626 + +Mike Grigsby +6201 Meadow Lake +Houston, TX 77057 +713 780-1022 + +Thanks + +Phillip" +"allen-p/all_documents/276.","Message-ID: <7695141.1075855671520.JavaMail.evans@thyme> +Date: Thu, 30 Mar 2000 01:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: Inspection for Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Are we going to inspect tomorrow?" +"allen-p/all_documents/277.","Message-ID: <13455757.1075855671541.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 08:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: your moms birthday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +mac, + +We will be there on the 9th and I will bring the paperwork. + +phillip" +"allen-p/all_documents/278.","Message-ID: <27598897.1075855671563.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac05@flash.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mac05@flash.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + +I checked into executing my options with Smith Barney. Bad news. Enron has +an agreement with Paine Webber that is exclusive. Employees don't have the +choice of where to exercise. I still would like to get to the premier +service account, but I will have to transfer the money. + +Hopefully this will reach you. + +Phillip" +"allen-p/all_documents/279.","Message-ID: <31751710.1075855671584.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 06:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Inspection for Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Could we set up an inspection for this Friday at 2:00? + +Listing for Burnet is in the mail + +Phillip" +"allen-p/all_documents/28.","Message-ID: <2894749.1075855666108.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:33:00 -0800 (PST) +From: tracy.arthur@enron.com +To: steve.jacobellis@enron.com, mauricio.mora@enron.com, + chris.figueroa@enron.com, sean.kiehne@enron.com, + maria.arefieva@enron.com, john.kiani@enron.com, brian.terp@enron.com, + robert.wheeler@enron.com, matthew.frank@enron.com, + jennifer.bagwell@enron.com, scott.baukney@enron.com, + victor.gonzalez@enron.com, john.gordon@enron.com, + jeff.gray@enron.com, david.loosley@enron.com, aamir.maniar@enron.com, + massimo.marolo@enron.com, vladi.pimenov@enron.com, + reagan.rorschach@enron.com, zachary.sampson@enron.com, + matt.smith@enron.com, joseph.wagner@enron.com, + vincent.wagner@enron.com +Subject: New Associate Orientation - February 12 - February 28, 2001 +Cc: gary.hickerson@enron.com, elsa.piekielniak@enron.com, tony.mataya@enron.com, + richard.dimichele@enron.com, james.lewis@enron.com, + catherine.simoes@enron.com, fred.lagrasta@enron.com, + jeffrey.gossett@enron.com, kevin.mcgowan@enron.com, + max.yzaguirre@enron.com, mark.knippa@enron.com, + carl.tricoli@enron.com, stephen.horn@enron.com, + geoff.storey@enron.com, ben.jacoby@enron.com, + edward.baughman@enron.com, phillip.allen@enron.com, + michael.beyer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gary.hickerson@enron.com, elsa.piekielniak@enron.com, tony.mataya@enron.com, + richard.dimichele@enron.com, james.lewis@enron.com, + catherine.simoes@enron.com, fred.lagrasta@enron.com, + jeffrey.gossett@enron.com, kevin.mcgowan@enron.com, + max.yzaguirre@enron.com, mark.knippa@enron.com, + carl.tricoli@enron.com, stephen.horn@enron.com, + geoff.storey@enron.com, ben.jacoby@enron.com, + edward.baughman@enron.com, phillip.allen@enron.com, + michael.beyer@enron.com +X-From: Tracy L Arthur +X-To: Steve Jacobellis, Mauricio Mora, Chris Figueroa, Sean Kiehne, Maria Arefieva, John Kiani, Brian Terp, Robert Wheeler, Matthew Frank, Jennifer Bagwell, Scott Baukney, Victor M Gonzalez, John B Gordon, Jeff M Gray, David Loosley, Aamir Maniar, Massimo Marolo, Vladi Pimenov, Reagan Rorschach, Zachary Sampson, Matt Smith, Joseph Wagner, Vincent Wagner +X-cc: Gary Hickerson, Elsa Piekielniak, Tony Mataya, Richard DiMichele, James W Lewis, Catherine Simoes, Fred Lagrasta, Jeffrey C Gossett, Kevin McGowan, Max Yzaguirre, Mark Knippa, Carl Tricoli, Stephen Horn, Geoff Storey, Ben Jacoby, Edward D Baughman, Phillip K Allen, Michael J Beyer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +New Associate Orientation + + As new participants within the Associate Program, I would like to invite you +to the New Associate Orientation beginning Monday, February 12 and ending on +Wednesday, February 28. As a result of the two and a half week orientation +you will come away with better understanding of Enron and it's businesses; as +well as, enhancing your analytical & technical skills. Within orientation +you will participate in courses such as Intro to Gas & Power, Modeling, +Derivatives I, Derivatives II, and Value at Risk. + +Please confirm your availability to participate in the two and a half week +orientation via email to Tracy Arthur by Friday, December 22, 2000. + +Thank you, +Tracy Arthur + +" +"allen-p/all_documents/280.","Message-ID: <1308680.1075855671605.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 23:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +tara, + +Please grant access to manage financial products to the following: + + Janie Tholt + Frank Ermis + Steve South + Tory Kuykendall + Matt Lenhart + Randy Gay + +We are making markets on one day gas daily swaps. Thank you. + +Phillip Allen" +"allen-p/all_documents/281.","Message-ID: <16833123.1075855671626.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 03:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: storm results & refrigerators +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +Go ahead and work with Gary to get a new fridge for #8. + +I am going to try and come down this Saturday. + +Talk to you later. + +Phillip" +"allen-p/all_documents/282.","Message-ID: <16886927.1075855671649.JavaMail.evans@thyme> +Date: Fri, 24 Mar 2000 01:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Western Strategy Briefing Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/24/2000 +08:57 AM --------------------------- + + +Tim Heizenrader +03/23/2000 08:09 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Briefing Materials + +Slides from this week's strategy session are attached: +" +"allen-p/all_documents/283.","Message-ID: <15208182.1075855671670.JavaMail.evans@thyme> +Date: Thu, 23 Mar 2000 01:32:00 -0800 (PST) +From: phillip.allen@enron.com +To: mark.miles@enron.com +Subject: Re: MS 150 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Miles +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Thank you for the offer, but I am not doing the ride this year. + Good luck. + +Phillip" +"allen-p/all_documents/284.","Message-ID: <19816165.1075855671691.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 05:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/22/2000 +01:46 PM --------------------------- + + + + From: Colleen Sullivan 03/22/2000 08:42 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Bhavna Pandya/HOU/ECT@ECT +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM + +Please plan on attending a meeting on Thursday, March 23 at 11:15 am in Room +3127. This meeting will be brief. I would like to take the time to +introduce Bhavna Pandya, and get some input from you on various projects she +will be assisting us with. Thank you. +" +"allen-p/all_documents/285.","Message-ID: <22557164.1075855671713.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 01:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephane.brodeur@enron.com +Subject: Re: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephane Brodeur +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Stephane, + + Can you create an e-mail list to distribute your reports everyday to the +west desk? +Or put them on a common drive? We can do the same with our reports. List +should include: + + Phillip Allen + Mike Grigsby + Keith Holst + Frank Ermis + Steve South + Janie Tholt + Tory Kuykendall + Matt Lenhart + Randy Gay + +Thanks. + +Phillip" +"allen-p/all_documents/286.","Message-ID: <20283051.1075855671734.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 00:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone/~ctatham/navsetup/index.htm + +id pallen +pw westgasx + +highly sensitive do not distribute" +"allen-p/all_documents/287.","Message-ID: <17765991.1075855671756.JavaMail.evans@thyme> +Date: Tue, 21 Mar 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/21/2000 +01:24 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/all_documents/288.","Message-ID: <25678616.1075855671777.JavaMail.evans@thyme> +Date: Mon, 20 Mar 2000 00:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary + +I was out of the office on friday. + +I will call you about wade later today + +Philip" +"allen-p/all_documents/289.","Message-ID: <3404382.1075855671798.JavaMail.evans@thyme> +Date: Thu, 16 Mar 2000 06:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.south@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/16/2000 +02:07 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/all_documents/29.","Message-ID: <31689466.1075855666131.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:28:00 -0800 (PST) +From: sarah.novosel@enron.com +To: christi.nicolay@enron.com, james.steffes@enron.com, jeff.dasovich@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, stephanie.miller@enron.com, + steven.kean@enron.com, susan.mara@enron.com +Subject: Re: Enron Response to San Diego Request for Gas Price Caps +Cc: donna.fulton@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: donna.fulton@enron.com +X-From: Sarah Novosel +X-To: Christi L Nicolay, James D Steffes, Jeff Dasovich, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Stephanie Miller, Steven J Kean, Susan J Mara +X-cc: Donna Fulton +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Everyone: + +I forgot to mention, these are due today. Comments back as soon as possible +are appreciated. + +Sarah + + + + + + + Sarah Novosel + 12/13/2000 11:17 AM + + To: James D Steffes/NA/Enron, Joe Hartsoe/Corp/Enron, Susan J Mara/NA/Enron, +Jeff Dasovich/NA/Enron, Richard Shapiro/NA/Enron, Steven J Kean/NA/Enron, +Richard B Sanders/HOU/ECT, Stephanie Miller/Corp/Enron, Christi L +Nicolay/HOU/ECT, Mary Hain/HOU/ECT, pkaufma@enron.com, pallen@enron.com + cc: + Subject: Enron Response to San Diego Request for Gas Price Caps + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah + + +" +"allen-p/all_documents/290.","Message-ID: <7156971.1075855671819.JavaMail.evans@thyme> +Date: Wed, 15 Mar 2000 04:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +socal position + + + + +This is short, but is it good enough? +" +"allen-p/all_documents/291.","Message-ID: <28143909.1075855671841.JavaMail.evans@thyme> +Date: Wed, 15 Mar 2000 02:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: dwagman@ftenergy.com +Subject: Re: 220,000 MW of New Capacity Needed by 2012 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dwagman@FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +David, + +I have been receiving your updates. Either I forgot my password or do not +have one. Can you check? + +Phillip Allen +Enron +713-853-7041" +"allen-p/all_documents/292.","Message-ID: <31411876.1075855671862.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 17:07:00 -0800 (PST) +From: bobregon@bga.com +To: strawbale@crest.org +Subject: Central Texas Bale Resource +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: bobregon@bga.com +X-To: list +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Hi All + +We are looking for a wheat farmer near Austin who we can purchase +approximately 300 bales from. Please e-mail me at the referenced address +or call at 512) 263-0177 during business hours (Central Standard Time) +if you can help. + +Thanks + +Ben Obregon A.I.A." +"allen-p/all_documents/293.","Message-ID: <27529662.1075855671883.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 04:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2000 +12:17 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/all_documents/294.","Message-ID: <8978681.1075855671904.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 03:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: apt. #2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +re: window unit check with gary about what kind he wants to install" +"allen-p/all_documents/295.","Message-ID: <10419074.1075855671925.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 09:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com, monique.sanchez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel, Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +05:33 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/all_documents/296.","Message-ID: <26353249.1075855671947.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:32:00 -0800 (PST) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +01:30 PM --------------------------- + + + + From: Phillip K Allen 03/13/2000 11:31 AM + + +To: William Kelly/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: Priority List + + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + + + +" +"allen-p/all_documents/298.","Message-ID: <21060855.1075855671990.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com, steve.jackson@enron.com, brent.price@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly, Steve Jackson, Brent A Price +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + +" +"allen-p/all_documents/299.","Message-ID: <4100112.1075855672012.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 02:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: apt. #2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Go ahead and level the floor in #2. " +"allen-p/all_documents/3.","Message-ID: <17175692.1075855665350.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 13:28:00 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Thursday, 14 December 2000 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + + NGI's Daily Gas Price Index + + + http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about Intelligence Press products and services, +visit our web site at http://intelligencepress.com or +call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2000, Intelligence Press, Inc. +--- + + " +"allen-p/all_documents/30.","Message-ID: <28916908.1075855666155.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:17:00 -0800 (PST) +From: sarah.novosel@enron.com +To: james.steffes@enron.com, joe.hartsoe@enron.com, susan.mara@enron.com, + jeff.dasovich@enron.com, richard.shapiro@enron.com, + steven.kean@enron.com, richard.sanders@enron.com, + stephanie.miller@enron.com, christi.nicolay@enron.com, + mary.hain@enron.com, pkaufma@enron.com, pallen@enron.com +Subject: Enron Response to San Diego Request for Gas Price Caps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah Novosel +X-To: James D Steffes, Joe Hartsoe, Susan J Mara, Jeff Dasovich, Richard Shapiro, Steven J Kean, Richard B Sanders, Stephanie Miller, Christi L Nicolay, Mary Hain, pkaufma@enron.com, pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah +" +"allen-p/all_documents/300.","Message-ID: <23338509.1075855672034.JavaMail.evans@thyme> +Date: Thu, 9 Mar 2000 06:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.wolfe@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Wolfe +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Please remove Bob Shiring and Liz Rivera from rc #768. + +Thank you + +Phillip Allen" +"allen-p/all_documents/301.","Message-ID: <32576327.1075855672057.JavaMail.evans@thyme> +Date: Thu, 9 Mar 2000 06:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: RE: a/c for #27 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Go ahead and order the ac for #27. +Can you email or fax a summary of all rents collected from August through +December. I need this to finish my tax return. +I have all the expense data but not rent collection. Fax number is +713-646-3239. + +Thank you, + +Phillip" +"allen-p/all_documents/302.","Message-ID: <2665139.1075855672078.JavaMail.evans@thyme> +Date: Tue, 7 Mar 2000 09:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Anymore details? Is the offer above or below 675? + +What else do you have in a clean 11cap in a good location with room to expand? +" +"allen-p/all_documents/303.","Message-ID: <31380481.1075855672099.JavaMail.evans@thyme> +Date: Mon, 6 Mar 2000 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +$100 for the yard seems like enough for up to 12.5 hours. How long did it +take him? I think $100 should be enough. + +Use Page Setup under the File menu to change from Portrait to Landscape if +you want to change from printing vertically +to printing horizontally. Also try selecting Fit to one page if you want +your print out to be on only one page. Use Print preview +to see what your print out will look like before you print. + +The truck might need new sparkplugs at around 120,000-125,000 miles. A valve +adjustment might do some good. It has idled very high +for the last 25,000 miles, but it has never broken down. + +Glad to hear about the good deposit for this week. Great job on February. + +Phillip" +"allen-p/all_documents/304.","Message-ID: <3190640.1075855672120.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim.brysch@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jim Brysch +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +The file is updated and renamed as Gas Basis Mar 00. " +"allen-p/all_documents/305.","Message-ID: <5105744.1075855672142.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Summaries +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +12:30 PM --------------------------- + + +Tim Heizenrader +03/03/2000 07:25 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Summaries + +Slides from yesterday's meeting are attached: +" +"allen-p/all_documents/306.","Message-ID: <13567328.1075855672164.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 02:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +It is ok to let the deposit rollover on #13 if there is no interruption in +rent." +"allen-p/all_documents/307.","Message-ID: <23721876.1075855672186.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 00:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Just Released! Exclusive new animation from Stan Lee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +08:36 AM --------------------------- + + +""the shockwave.com team"" on 03/03/2000 +12:29:38 AM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Just Released! Exclusive new animation from Stan Lee + + + +Dear Phillip, + +7th Portal is a super hero action/adventure, featuring a global band +of teenage game testers who get pulled into a parallel universe +(through the 7th Portal) created through a warp in the Internet. The +fate of the earth and the universe is in their hands as they fight +Mongorr the Merciful -- the evil force in the universe. + +The legendary Stan Lee, creator of Spiderman and the Incredible Hulk, +brings us ""Let the Game Begin,"" episode #1 of 7th Portal -- a new +series exclusively on shockwave.com. + +- the shockwave.com team + +===================== Advertisement ===================== +Don't miss RollingStone.com! Watch Daily Music News. Download MP3s. +Read album reviews. Get the scoop on 1000s of artists, including +exclusive photos, bios, song clips & links. Win great prizes & MORE. +http://ads07.focalink.com/SmartBanner/page?16573.37-%n +===================== Advertisement ===================== + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + + +#17094 + + +" +"allen-p/all_documents/308.","Message-ID: <33379807.1075855672207.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 05:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: imelda.frayre@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Imelda Frayre +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Imelda, + +Please switch my sitara access from central to west and email me with my +password. + +thank you, + +Phillip" +"allen-p/all_documents/309.","Message-ID: <17874992.1075855672228.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 05:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: Feb. Expense Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Try again. The attachment was not attached." +"allen-p/all_documents/31.","Message-ID: <4090398.1075855666178.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:55:00 -0800 (PST) +From: tim.heizenrader@enron.com +To: phillip.allen@enron.com +Subject: Post Game Wrap Up: Stats on Extraordinary Measures +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tim Heizenrader +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip- + +Sorry that I missed you on the first pass: + +---------------------- Forwarded by Tim Heizenrader/PDX/ECT on 12/13/2000 +03:46 PM --------------------------- + + +TIM HEIZENRADER +12/13/2000 03:32 PM +To: Stephen Swain/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Jeff Richter/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Diana +Scholtes/HOU/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Greg +Wolfe/HOU/ECT@ECT, Holli Krebs/HOU/ECT@ECT, John M Forney/HOU/ECT@ECT, Cooper +Richey/PDX/ECT@ECT +cc: + +Subject: Post Game Wrap Up: Stats on Extraordinary Measures + + +---------------------- Forwarded by Tim Heizenrader/PDX/ECT on 12/13/2000 +07:19 AM --------------------------- + + +""Don Badley"" on 12/12/2000 04:23:11 PM +To: , , +, , +, , , +, , , +, , , , +, , , +, , , +, , +, , , +, , , +, , +, , +, , , +, , , +, , , +, , +, , , +, , , +, , +, , , +, , , +, , +, , +, +cc: ""Carol Lynch"" , ""ChaRee Messerli"" +, ""Deborah Martinez"" , +""Rich Nassief"" , , + + +Subject: REVISION - - LOAD AND RESOURCE ESTIMATES + + +Most control areas have now reported the amount of load relief and generation +increase that was experienced over the Peak period (17:00-18:00 PST) on +December 12. The data I have received thus far are summarized in the +following paragraphs. + +The approximate amount of load relief achieved due to conservation or +curtailments over the Peak period on December 12 was 835 MWh. + +The approximate amount of generation increase due to extraordinary operations +or purchases over the Peak period on December 12 was 786 MWh. + +A note of caution, these figures are very imprecise and were derived with a +lot of guesswork. However, they should be within the ballpark of reality. + +Don Badley + + + +" +"allen-p/all_documents/310.","Message-ID: <12172542.1075855672250.JavaMail.evans@thyme> +Date: Mon, 28 Feb 2000 03:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: maryrichards7@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + I transferred $10,000 out of the checking account on Monday 2/28/00. I will +call you Monday or Tuesday to see what is new. + +Phillip" +"allen-p/all_documents/311.","Message-ID: <2553402.1075855672271.JavaMail.evans@thyme> +Date: Mon, 21 Feb 2000 23:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 91acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + Let's just close on March 1. + +Phillip" +"allen-p/all_documents/312.","Message-ID: <32474892.1075855672294.JavaMail.evans@thyme> +Date: Mon, 21 Feb 2000 00:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: PIRA's California/Southwest Gas Pipeline Study +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2000= +=20 +08:06 AM --------------------------- + =20 +=09 +=09 +=09From: Jennifer Fraser 02/19/2000 01:57 PM +=09 + +To: Stephanie Miller/Corp/Enron@ENRON, Julie A Gomez/HOU/ECT@ECT, Phillip K= +=20 +Allen/HOU/ECT@ECT +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + +Did any of you order this +JEn + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 02/19/2000= +=20 +03:56 PM --------------------------- + + +""Jeff Steele"" on 02/14/2000 01:51:00 PM +To: ""PIRA Energy Retainer Client"" +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + + + + + +? + +PIRA focuses on the California/Southwest Region in its study of Natural Ga= +s=20 +Pipeline Infrastructure + +PIRA Energy Group announces the continuation of its new multi-client study= +,=20 +The Price of Reliability: The Value and Strategy of Gas Transportation. + +The Price of Reliability, delivered in 6 parts (with each part representin= +g=20 +a discrete North American region), offers insights into the changes and=20 +developments in the North American natural gas pipeline infrastructure. Th= +e=20 +updated prospectus, which is attached in PDF and Word files, outlines PIRA= +'s=20 +approach and methodology, study deliverables and?release dates. + +This note is to inform you that PIRA has commenced its study of the third= +=20 +region: California & the Southwest. As in all regions, this study begins= +=20 +with a fundamental view of gas flows in the U.S. and Canada. Pipelines in= +=20 +this region (covering CA, NV, AZ, NM) will be discussed in greater detail= +=20 +within the North American context. Then we turn to the value of =20 +transportation at the following three major pricing points with an assessme= +nt=20 +of the primary market (firm), secondary market (basis) and asset market: + +??????1) Southern California border (Topock) +??????2) San Juan Basin +??????3) Permian Basin (Waha)? + +The California/SW region=01,s workshop =01* a key element of the service = +=01* will=20 +take place on March 20, 2000,at 8:30 AM, at the Arizona Biltmore Hotel in = +=20 +Phoenix.?For those of you joining us, a?discounted block of rooms is bei= +ng=20 +held through February 25. + +The attached prospectus explains the various options for subscribing.?Plea= +se=20 +note two key issues in regards to your subscribing options:?One, there is = +a=20 +10% savings for PIRA retainer clients who order before February 25, 2000;= +=20 +and?two, there are discounts for purchasing?more than one region. + +If you have any questions, please do not hesitate to contact me. + +Sincerely, + +Jeff Steele +Manager, Business Development +PIRA Energy Group +(212) 686-6808 +jsteele@pira.com =20 + + - PROSPECTUS.PDF + - PROSPECTUS.doc + + +" +"allen-p/all_documents/313.","Message-ID: <9132316.1075855672347.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 05:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: Re: Desk to Desk access Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +tara, + + I received your email about setting up Paul Lucci and Niccole Cortez with +executable id's. The rights you set up are fine. + Thank you for your help. + +Phillip" +"allen-p/all_documents/314.","Message-ID: <8873619.1075855672368.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 05:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: February expenses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +mary, + +Are you sure you did the attachment right. There was no file attached to +your message. Please try again. + +Phillip" +"allen-p/all_documents/315.","Message-ID: <23032975.1075855672390.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 07:37:00 -0800 (PST) +From: rob_tom@freenet.carleton.ca +To: calxa@aol.com +Subject: Re: History of Lime and Cement +Cc: strawbale@crest.org +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: strawbale@crest.org +X-From: rob_tom@freenet.carleton.ca (Robert W. Tom) +X-To: CALXA@aol.com +X-cc: strawbale@crest.org +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +'Arry (calxa@aol.com), Lime Ex-splurt Extraordinaire, wrote: + +[snipped] + +>I highly recommend David Moore's book ""The Roman Pantheon"" +>very thorough research into the uses and development of Roman Cement....lime +>and clay/pozzolonic ash; the making and uses of lime in building. + +>I find it almost impossible to put down + +Why am I not surprised ? + +I suspect that if someone were to build a town called Lime, make +everything in the town out of lime, provide only foods that have +some connection to lime and then bury the Limeys in lime when +they're dead, 'Arry would move to that town in a flash and think +that he had arrived in Paradise on Earth. + +According to my v-a-a-a-ast network of spies, sneaks and sleuths, +this next issue of The Last Straw focusses on lime... and to no one's +surprise, will feature some of the musings/wisdom/experience of our +Master of Lime, 'Arry . + +Those same spies/sneaks/sleuths tell me that the format of this +next issue is a departure from the norm and may be a Beeg Surprise +to some. + +Me ? My curiosity is piqued and am itchin' to see this Limey +issue of The Last Straw and if you are afflicted with the same and +do not yet subscribe, it may not be too late: + + thelaststraw@strawhomes.com +or www.strawhomes.com + + +-- +Itchy +" +"allen-p/all_documents/316.","Message-ID: <31289230.1075855672411.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 07:01:00 -0800 (PST) +From: calxa@aol.com +To: strawbale@crest.org, absteen@dakotacom.net +Subject: History of Lime and Cement +Cc: moore.john.e@worldnet.att.net +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: moore.john.e@worldnet.att.net +X-From: CALXA@aol.com +X-To: strawbale@crest.org, absteen@dakotacom.net +X-cc: moore.john.e@worldnet.att.net (John E. Moore) +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Folks, + +I just found this interesting site about the history of the uses of lime and +development of pozzolonic materials ...lime and clay - Roman Cement - that I +think will be interesting to the group. + +I highly recommend David Moore's book ""The Roman Pantheon"" at $25.00 - a +very thorough research into the uses and development of Roman Cement....lime +and clay/pozzolonic ash; the making and uses of lime in building. The book +covers ancient kilns, and ties it all to modern uses of cement and concrete. + +I find it almost impossible to put down - as the writing flows easily - +interesting, entertaining, and enlightening. David Moore spent over 10 years +learning just how the Romans were able to construct large buildings, +structures, etc., with simply lime and volcanic ash - structures that have +lasted over 2000 years. A great testimonial to the Roman builders; and good +background information for sustainable builder folks. + +Thank you, Mr. Moore. I highly recommend the site and especially the Book. + + Roman Concrete Research by David +Moore + + +Regards, + +Harry Francis" +"allen-p/all_documents/317.","Message-ID: <13041580.1075855672433.JavaMail.evans@thyme> +Date: Tue, 15 Feb 2000 05:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + I got your email. Go ahead and get a carpet shampooer. Make sure it comes +back clean after each use. (Wade and the tenants.) + + As far as W-2. I looked up the rules for withholding and social security. +I will call you later today to discuss. + +Phillip" +"allen-p/all_documents/318.","Message-ID: <12293216.1075855672454.JavaMail.evans@thyme> +Date: Tue, 15 Feb 2000 04:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Storage of Cycles at the Body Shop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Should I appeal to Skilling. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/15/2000 +12:52 PM --------------------------- + + +Lee Wright@ENRON +02/15/2000 10:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Amelia Alder/OTS/Enron@ENRON +Subject: Storage of Cycles at the Body Shop + +Phillip - +I applaud you for using your cycle as daily transportation. Saves on gas, +pollution and helps keep you strong and healthy. Enron provides bike racks +in the front of the building for requests such as this. Phillip, I wish we +could accommodate this request; however, The Body Shop does not have the +capacity nor can assume the responsibility for storing cycles on a daily +basis. If you bring a very good lock you should be able to secure the bike +at the designated outside racks. + +Keep Pedalling - Lee +" +"allen-p/all_documents/319.","Message-ID: <17449361.1075855672476.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + It is OK to buy a carpet shampooer. + About the W-2's, how would you " +"allen-p/all_documents/32.","Message-ID: <27854036.1075855666199.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:19:00 -0800 (PST) +From: ei_editor@ftenergy.com +To: energyinsight@spector.ftenergy.com +Subject: Demand-side management garnering more attention. Deregulation spa + rks IT revolution. Surf's Up! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Energy Insight Editor +X-To: ENERGYINSIGHT@SPECTOR.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +In Energy Insight for Wednesday, December 13, 2000 + +In Energy Insight Today (Blue Banner, all subscribers) +Demand-side management is making a resurgence because of reliability issues +and increased demand. Find out more about it at http://www.einsight.com. + +In Energy Insight 2000 (Red Banner, premium-pay access only) + +In Energy Insight, Energy Services, Electricity deregulation has sparked an +information technology revolution. In Energy Insight, Fuels, Ocean waves are +being researched as an endless source of electric generation. Also, read the +latest news headlines from Utility Telecom and Diversification at +http://www.einsight.com. + +//////////// +Market Brief Tuesday, December 12 +Stocks Close Change % Change +DJIA 10,768.27 42.5 0.4 +DJ 15 Util. 388.57 2.2 0.6 +NASDAQ 2,931.77 (83.3) (2.8) +S&P 500 1,371.18 (9.0) (0.7) + +Market Vols Close Change % Change +AMEX (000) 71,436 (27,833.0) (28.0) +NASDAQ (000) 1,920,993 (529,883.0) (21.6) +NYSE (000) 1,079,963 (134,567.0) (11.1) + +Commodities Close Change % Change +Crude Oil (Nov) 29.69 0.19 0.64 +Heating Oil (Nov) 0.961 (0.02) (2.21) +Nat. Gas (Henry) 8.145 (1.27) (13.47) +Palo Verde (Nov) 200 0.00 0.00 +COB (Nov) 97 0.00 0.00 +PJM (Nov) 64 0.00 0.00 + +Dollar US $ Close Change % Change +Australia $ 1.847 (0.00) (0.16) +Canada $ 1.527 0.00 0.26 +Germany Dmark 2.226 (0.00) (0.18) +Euro 0.8796 0.00 0.30 +Japan _en 111.50 0.80 0.72 +Mexico NP 9.47 0.02 0.21 +UK Pound 0.6906 0.00 0.58 + +Foreign Indices Close Change % Change +Arg MerVal 421.01 3.91 0.94 +Austr All Ord. 3,248.50 (3.70) (0.11) +Braz Bovespa 14906.02 -281.93 -1.8562742 +Can TSE 300 9342.97 -238.95 -2.4937591 +Germany DAX 6733.59 -48.93 -0.7214133 +HK HangSeng 15329.6 -78.94 -0.5123133 +Japan Nikkei 225 15114.64 98.94 0.66 +Mexico IPC 5828.12 0.00 0.00 +UK FTSE 100 6,390.40 20.1 0.3 + +Source: Yahoo! +//////////////////////////////////////////////" +"allen-p/all_documents/320.","Message-ID: <5685025.1075855672497.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Briefing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +03:38 PM --------------------------- + + +Tim Heizenrader +02/10/2000 12:55 PM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Briefing + +Slides for today's meeting are attached: +" +"allen-p/all_documents/321.","Message-ID: <18752830.1075855672519.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 04:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +12:31 PM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/all_documents/322.","Message-ID: <2038907.1075855672540.JavaMail.evans@thyme> +Date: Thu, 10 Feb 2000 01:46:00 -0800 (PST) +From: billc@greenbuilder.com +To: strawbale@crest.org +Subject: Re: Newsgroups +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: billc@greenbuilder.com +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +>What other cool newsgroups are available for us alternative thinkers? +>Rammed Earth, Cob, etc? +> + +We have a list of our favorites at +http://www.greenbuilder.com/general/discussion.html + +(and we're open to more suggestions) + +BC + +Bill Christensen +billc@greenbuilder.com + +Green Homes For Sale/Lease: http://www.greenbuilder.com/realestate/ +Green Building Pro Directory: http://www.greenbuilder.com/directory/ +Sustainable Bldg Calendar: http://www.greenbuilder.com/calendar/ +Sustainable Bldg Bookstore: http://www.greenbuilder.com/bookstore +" +"allen-p/all_documents/323.","Message-ID: <8847235.1075855672561.JavaMail.evans@thyme> +Date: Wed, 9 Feb 2000 02:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2000 +10:27 AM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/all_documents/324.","Message-ID: <15800501.1075855672583.JavaMail.evans@thyme> +Date: Wed, 9 Feb 2000 02:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: APEA - $228,204 hit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please get with randy to resolve." +"allen-p/all_documents/325.","Message-ID: <9252147.1075855672604.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 08:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: george.rahal@acnpower.com +Subject: Re: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""George Rahal"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Can you please call my credit desk at 713-853-1803. They have not received +any financials for ACN Power. + +Thanks, + +Phillip Allen" +"allen-p/all_documents/326.","Message-ID: <9611782.1075855672625.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: kimberly.olinger@enron.com +Subject: Re: January El paso invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kimberly S Olinger +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kim, + + Doublecheck with Julie G. , but I think it ok to pay Jan. demand charges. +" +"allen-p/all_documents/327.","Message-ID: <14186864.1075855672647.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: robert.superty@enron.com +Subject: Re: Kim Olinger - Transport Rate Team +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Superty +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Steven Wolf is the person to talk to about moving Kim Olinger to a +different RC code." +"allen-p/all_documents/328.","Message-ID: <841384.1075855672668.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: APEA - $228,204 hit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +is this still an issue?" +"allen-p/all_documents/329.","Message-ID: <14732638.1075855672690.JavaMail.evans@thyme> +Date: Fri, 4 Feb 2000 09:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/04/2000 +05:08 PM --------------------------- + + +""mary richards"" on 01/31/2000 02:39:43 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + +I revised the supp-vendor sheet and have transferred the totals to the +summary sheet. Please review and let me know if this is what you had in +mind. Also, are we getting W-2 forms or what on our taxes. +______________________________________________________ +Get Your Private, Free Email at http://www.hotmail.com + + - Jan00Expense.xls +" +"allen-p/all_documents/33.","Message-ID: <24916093.1075855666221.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:38:00 -0800 (PST) +From: frank.hayden@enron.com +To: dean.sacerdote@enron.com, phillip.allen@enron.com +Subject: Pete's Energy Tech +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Frank Hayden +X-To: Dean Sacerdote, Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Frank Hayden/Corp/Enron on 12/13/2000 +07:37 AM --------------------------- + + +Peter Hattersley on 12/13/2000 07:22:07 AM +To: +cc: + +Subject: Pete's Energy Tech + + +F Cl support at 2900, resistance at 3020 +F/G Cl spread support at 25, pivot at 50, resistance at 75 +F Ho support at 9450, resistance at 10000 +F/G Ho spread support at 340, resiostance at 470 +F Hu support at 7500, resistance at 7750 +F/G Hu spread support at -90, resistance at -25 +F Ng support at 690, pivot at 795, resistance at 900 +F/G Ng spread support at 11, resistance at 30 +For more see www.enrg.com +" +"allen-p/all_documents/330.","Message-ID: <13297455.1075855672711.JavaMail.evans@thyme> +Date: Fri, 4 Feb 2000 08:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim.brysch@enron.com +Subject: Re: Curve Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jim Brysch +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + + Updated curves will be sent no later than 11 am on Monday 2/7. I want Keith +to be involved in the process. He was out today. + + Sorry for the slow turnaround. + +Phillip" +"allen-p/all_documents/331.","Message-ID: <17809956.1075855672733.JavaMail.evans@thyme> +Date: Wed, 2 Feb 2000 05:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: Re: Website Access approval requested +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tara, + + This note is documentation of my approval of granting executing id's to the +west cash traders. + Thank you for your help. + +Phillip" +"allen-p/all_documents/332.","Message-ID: <26412160.1075855672754.JavaMail.evans@thyme> +Date: Tue, 1 Feb 2000 08:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +here is the file I showed you. + +" +"allen-p/all_documents/333.","Message-ID: <17594236.1075855672775.JavaMail.evans@thyme> +Date: Mon, 31 Jan 2000 06:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: candace.womack@enron.com +Subject: Re: Vishal Apte +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Candace Womack +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +vishal resigned today" +"allen-p/all_documents/334.","Message-ID: <24686087.1075855672797.JavaMail.evans@thyme> +Date: Mon, 31 Jan 2000 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Julie, + + The numbers for January are below: + + Actual flows X gas daily spreads $ 463,000 + Actual flow X Index spreads $ 543,000 + Jan. value from original bid $1,750,000 + Estimated cost to unwind hedges ($1,000,000) + + Based on these numbers, I suggest we offer to pay at least $500,000 but no +more than $1,500,000. I want your input on + how to negotiate with El Paso. Do we push actual value, seasonal shape, or +unwind costs? + +Phillip + " +"allen-p/all_documents/335.","Message-ID: <32075032.1075855672819.JavaMail.evans@thyme> +Date: Thu, 27 Jan 2000 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: dopewars +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/27/2000 +04:44 PM --------------------------- + + +Matthew Lenhart +01/24/2000 06:22 AM +To: Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT +cc: +Subject: dopewars + + +---------------------- Forwarded by Matthew Lenhart/HOU/ECT on 01/24/2000 +08:21 AM --------------------------- + + +""mlenhart"" on 01/23/2000 06:34:13 PM +Please respond to mlenhart@mail.ev1.net +To: Matthew Lenhart/HOU/ECT@ECT, mmitchm@msn.com +cc: + +Subject: dopewars + + + + + + - DOPEWARS.exe + + +" +"allen-p/all_documents/336.","Message-ID: <33120873.1075855672841.JavaMail.evans@thyme> +Date: Tue, 18 Jan 2000 10:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: Choosing a style +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2000 +06:03 PM --------------------------- + + +enorman@living.com on 01/18/2000 02:44:50 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: ben@living.com, enorman@living.com, stephanie@living.com +Subject: RE: Choosing a style + + + +Re. Your living.com inquiry + +Thank you for your inquiry. Please create an account, so we can +assist you more effectively in the future. Go to: +http://www.living.com/util/login.jhtml + +I have selected a few pieces that might work for you. To view, simply click +on the following URLs. I hope these are helpful! + +Area Rugs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-ISPE-NJ600%282X3 +%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CCON-300-7039%28 +2X3%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-MERI-LANDNEEDLE% +284X6%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PAND-5921092%289 +.5X13.5%29 + +Sofas: +http://www.living.com/shopping/item/item.jhtml?productId=LC-SFUP-3923A + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-583-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-359-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-JJHY-200-104S + +Chairs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-566INC + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-711RCL + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-686 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SWOO-461-37 + +Occasional Tables: +http://www.living.com/shopping/item/item.jhtml?productId=LC-MAGP-31921 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PULA-623102 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-01CEN906-E + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-02CEN001 + +Dining Set: +http://www.living.com/shopping/item/item.jhtml?productId=LC-VILA-COMP-001 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SITC-FH402C-HHR + +http://www.living.com/shopping/item/item.jhtml?productId=LC-COCH-24-854 + +Best Regards, + +Erika +designadvice@living.com + +P.S. Check out our January Clearance +http://living.com/sales/january_clearance.jhtml +and our Valentine's Day Gifts +http://living.com/shopping/list/list.jhtml?type=2011&sale=valentines +-----Original Message----- +From: pallen@enron.com [mailto:pallen@enron.com] +Sent: Monday, January 17, 2000 5:20 PM +To: designadvice@living.com +Subject: Choosing a style + + +I am planning to build a house in the Texas hillcountry. The exterior will +be a farmhouse style with porches on front and back. I am considering the +following features: stained and scored concrete floors, an open +living/dining/kitchen concept, lots of windows, a home office, 4 bedrooms +all upstairs. I want a very relaxed and comfortable style, but not exactly +country. Can you help? + + +========================================== +Additional user info: +ID = 3052970 +email = pallen@enron.com +FirstName = phillip +LastName = allen +" +"allen-p/all_documents/337.","Message-ID: <28045311.1075855672863.JavaMail.evans@thyme> +Date: Tue, 18 Jan 2000 10:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Will, + +I didn't get to review this. I will give you feedback tomorrow morning + +Phillip" +"allen-p/all_documents/338.","Message-ID: <18449022.1075855672884.JavaMail.evans@thyme> +Date: Mon, 17 Jan 2000 00:47:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Cc: brenda.flores-cuellar@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: brenda.flores-cuellar@enron.com +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: Brenda Flores-Cuellar +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tara, + +Please make the following changes: + + FT-West -change master user from Phillip Allen to Keith Holst + + IM-West-Change master user from Bob Shiring to Phillip Allen + + Mock both existing profiles. + + +Please make these changes on 1/17/00 at noon. + +Thank you + +Phillip" +"allen-p/all_documents/339.","Message-ID: <29777237.1075855672906.JavaMail.evans@thyme> +Date: Thu, 13 Jan 2000 03:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: slewis2@enron.com +Subject: Re: ENROLLMENT CONFIRMATION/Impact/ECT +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Susan Lewis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan, + + I received an enrollment confirmation for a class that I did not sign up +for. Is there some mistake? + +Phillip Allen" +"allen-p/all_documents/34.","Message-ID: <5475178.1075855666242.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:04:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/12/2000 6:48:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 12 2000 9:24PM, Dec 13 2000 9:00AM, Dec 14 2000 +8:59AM, 2236, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/all_documents/340.","Message-ID: <1678403.1075855672927.JavaMail.evans@thyme> +Date: Thu, 13 Jan 2000 02:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: eol +Cc: dale.neuner@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dale.neuner@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Dale Neuner +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda: + +Please authorize the following products for approval. customers are +expecting to see them on 1/14. + + PG&E Citygate-Daily Physical, BOM Physical, Monthly Index Physical + Malin-Daily Physical, BOM Physical, Monthly Index Physical + Keystone-Monthly Index Physical + Socal Border-Daily Physical, BOM Physical, Monthly Index Physical + PG&E Topock-Daily Physical, BOM Physical, Monthly Index Physical + + +Please approve and forward to Dale Neuner + +Thank you +Phillip" +"allen-p/all_documents/341.","Message-ID: <23202656.1075855672949.JavaMail.evans@thyme> +Date: Wed, 12 Jan 2000 09:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Call me. I can't get out." +"allen-p/all_documents/342.","Message-ID: <30997906.1075855672973.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 02:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: tim.belden@enron.com, kevin.mcgowan@enron.com, robert.badeer@enron.com, + jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden, Kevin McGowan, Robert Badeer, Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +forecast for socal demand/rec/storage. Looks like they will need more gas at +ehrenberg.(the swing receipt point) than 98 or 99. +" +"allen-p/all_documents/344.","Message-ID: <16083605.1075855673018.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 01:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: +Cc: tara.sweitzer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tara.sweitzer@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Tara Sweitzer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda, + +Please authorize and forward to Tara Sweitzer. + +Please set up the following with the ability to setup and manage products in +stack manager: + + Steve South + Tory Kuykendall + Janie Tholt + Frank Ermis + Matt Lenhart + + Note: The type of product these traders will be managing is less than +1 month physical in the west. + + +Also please grant access & passwords to enable the above traders to execute +book to book trades on EOL. If possible restrict their +execution authority to products in the first 3 months. + +Thank you + +Phillip Allen" +"allen-p/all_documents/345.","Message-ID: <2656461.1075855673040.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 23:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary + +Received an email from you on 1/7, but there was no message. Please try +again. + +Phillip" +"allen-p/all_documents/346.","Message-ID: <19746800.1075855673062.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 16:29:00 -0800 (PST) +From: matt@fastpacket.net +To: strawbale@crest.org +Subject: RE: concrete stain +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Matt"" +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +> Hi, +> We recently faced the same questions concerning our cement floor finishing +> here's what we found. +> +> Oringinal Plan: was for stamped and pigmented (color added at the cement +plant) +> with stained accents and highlighting to simulate a sautillo tile. Our +project +> is rather large 2900 sq ft SB house with 1800 sq ft porch surrounding it. +Lot's +> of cement approx. 160 sq yds. After looking at the costs we changed our +minds +> rather quickly. +> +> Labor for Stamping Crew $2500.00 +> Davis Color Stain 4lbs per yd x 100 yds x $18 lb $7200.00 +> +> These are above and beyond the cost of the concrete. +> +> Actual Result: Took a truck and trailer to Mexico and handpicked Sautillo +tiles +> for inside the house. Changed the color of the cement on the porch to 1lb +per yd +> mix color, added the overrun tiles we had left over as stringers in the +porch +> and accented with acid etched stain. +> +> Tiles and Transportation $3000.00 +> Labor, mastic and beer. tile setting (did it myself) $1400.00 +> Acid Stain for porch $ 350.00 +> Davis Pigment $15 x 40 yds $ 600.00 +> +> I can get you the info on the stain if you like, I ordered it from a +company the +> web, can't remember off hand who. I ordered a sample kit for $35.00 which +has 7 +> colors you can mix and match for the results you want. It was easy to work +with +> much like painting in water colors on a large scale. +> +> Hope this helps you out, +> +> Matt Kizziah +>" +"allen-p/all_documents/347.","Message-ID: <31149192.1075855673084.JavaMail.evans@thyme> +Date: Tue, 4 Jan 2000 11:39:00 -0800 (PST) +From: jfreeman@ssm.net +To: strawbale@crest.org +Subject: The 1999 Hemp Year in Review +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: The HCFR +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +PAA27941 +Sender: owner-strawbale@crest.org +Precedence: bulk + +The 1999 Hemp Year in Review + +The Millennium ready, issue #7 of the Hemp Commerce & Farming Report +(HCFR) is now online. Start off the New Year in hemp with a good +read of this special issue. + +HCFR #7 can now be found online at Hemphasis.com, GlobalHemp.com and Hemp +Cyberfarm.com. + +http://www.hemphasis.com +http://www.globalhemp.com/Media/Magazines/HCFR/1999/December/toc.shtml +http://www.hempcyberfarm.com/pstindex.html + +This issue will also be posted as soon as possible at: +http://www.hemptrade.com/hcfr +http://www.hemppages.com/hwmag.html + +IN THIS ISSUE: + +Part One: +Editorial +To the Editor +The Year in Review: The Top Stories +Genetically Modified Hemp? + +Part Two: +Harvest Notebook, Part III: +1) Poor Organic Farming Practices Produce Poor Yields +2) Hemp Report and Update for Northern Ontario +Performance-Based Industrial Hemp Fibres Will Drive Industry Procurement in +the 21st Century, (Part II) + +Part Three: +Benchmarking Study on Hemp Use and Communication Strategies +By the Numbers: The HCFR List +Historical Hemp Highlights +Association News: +Northern Hemp Gathering in Hazelton, BC +Upcoming Industry Events +Guelph Organic Show +Paperweek 2000 +Hemp 2000 +Santa Cruz Industrial Hemp Expo +" +"allen-p/all_documents/348.","Message-ID: <8236042.1075855673105.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 16:23:00 -0800 (PST) +From: owner-strawbale@crest.org +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: owner-strawbale@crest.org +X-To: undisclosed-recipients:, +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +<4DDE116DBCA1D3118B130080C840BAAD02CD53@ppims.Services.McMaster.CA> +From: ""Wesko, George"" +To: strawbale@crest.org +Subject: RADIANT HEATING +Date: Tue, 4 Jan 2000 11:28:29 -0500 +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2650.21) +Content-Type: multipart/alternative; +------_=_NextPart_001_01BF56D0.C002317E +Content-Type: text/plain; +charset=""iso-8859-1"" +Sender: owner-strawbale@crest.org +Precedence: bulk + + +There are a number of excellent sites for radiant heating, including the +magazine fine homebuilding June-July 1992 issue: the Radiant Panel +Association; ASHRAE Chapter 6; Radiantec-Radiant heating system from +Radiantec; the following web site: http://www.twapanels.ca/heating +index.html + +The above is a good start, and each of the sites have a number of good +links. Let me know how you make out in your search." +"allen-p/all_documents/349.","Message-ID: <11127271.1075855673127.JavaMail.evans@thyme> +Date: Thu, 6 Jan 2000 07:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: receipts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +received the file. It worked. Good job." +"allen-p/all_documents/35.","Message-ID: <15067558.1075855666263.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 03:25:00 -0800 (PST) +From: kim.ward@enron.com +To: phillip.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Ward +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please give me a call - 503-805-2117. I need to discuss something with you." +"allen-p/all_documents/350.","Message-ID: <17202651.1075855673149.JavaMail.evans@thyme> +Date: Wed, 5 Jan 2000 13:24:00 -0800 (PST) +From: grensheltr@aol.com +To: mccormick@elkus-manfredi.com, kopp@kinneret.kinneret.co.il, + strawbale@crest.org +Subject: Re: concrete stain +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: GrenSheltr@aol.com +X-To: mccormick@elkus-manfredi.com, kopp@kinneret.kinneret.co.il, strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +In a message dated 1/4/00 3:18:50 PM Eastern Standard Time, +mccormick@ELKUS-MANFREDI.com writes: + +<< There are 3 basic methods for concrete color: 1. a dry additive to a + concrete mix prior to pouring 2. chemical stain: applied to new/old + concrete surfaces (can be beautiful!)3. dry-shake on fresh concrete- >> + +plus the one I just posted using exterior stain, I used this after the +expensive chemical stuff I bought from the company in Calif that I saw in +Fine Homebuilding did NOt work - what I used was a variation of what Malcolm +Wells recommended in his underground house book Linda" +"allen-p/all_documents/351.","Message-ID: <19979096.1075855673171.JavaMail.evans@thyme> +Date: Wed, 5 Jan 2000 05:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti99@hotmail.com +Subject: Re: Are you trying to be funny? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""patrick smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +What did mary write? Stage misses you? I sent 2 emails. + +Maybe mary is stalking gary " +"allen-p/all_documents/352.","Message-ID: <9468493.1075855673194.JavaMail.evans@thyme> +Date: Sat, 11 Dec 1999 06:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Stick it in your Shockmachine! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/11/99 02:39 +PM --------------------------- + + +""the shockwave.com team"" on 11/05/99 +02:49:43 AM +Please respond to shockwave.com@shockwave.m0.net +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Stick it in your Shockmachine! + + + +First one's free. So are the next thousand. + +You know it's true: Video games are addictive. Sure, we could +trap you with a free game of Centipede, then kick up the price +after you're hooked. But that's not how shockwave.com operates. +Shockmachine -- the greatest thing since needle exchange -- is +now free; so are the classic arcade games. Who needs quarters? +Get Arcade Classics from shockwave.com, stick 'em in your +Shockmachine and then play them offline anytime you want. +http://shockwave1.m0.net/m/s.asp?H430297053X351629 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Lick the Frog. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +You're not getting a date this Friday night. But you don't care. +You've got a date with Frogger. This frog won't turn into a handsome +prince(ss), but it's sure to bring back great memories of hopping +through the arcade -- and this time, you can save your quarters for +laundry. Which might increase your potential for a date on Saturday. +http://shockwave1.m0.net/m/s.asp?H430297053X351630 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Business Meeting or Missile Command? You Decide. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Take it offline! No, it's not a horrible meeting with your boss - +it's Missile Command. Shockmachine has a beautiful feature: you can +play without being hooked to the Internet. Grab the game from +shockwave.com, save it to your hard drive, and play offline! The +missiles are falling. Are you ready to save the world? +http://shockwave1.m0.net/m/s.asp?H430297053X351631 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +""I Want to Take You Higher!"" +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Wanna get high? Here's your chance to do it at home - Shockmachine +lets you play your favorite arcade games straight from your computer. +It's a chance to crack your old high score. Get higher on Centipede - +get these bugs off me! +http://shockwave1.m0.net/m/s.asp?H430297053X351632 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Souls for Sale +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +The '80s may not have left many good memories, but at least we still +have our Atari machines. What? You sold yours for a set of golf +clubs? Get your soul back, man! Super Breakout is alive and well and +waiting for you on Shockmachine. Now if you can just find that record +player and a Loverboy album... +http://shockwave1.m0.net/m/s.asp?H430297053X351633 + +Playing Arcade Classics on your Shockmachine -- the easiest way to +remember the days when you didn't have to work. If you haven't +already, get your free machine now. +http://shockwave1.m0.net/m/s.asp?H430297053X351640 + + +the shockwave.com team +http://shockwave1.m0.net/m/s.asp?H430297053X351634 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +REMOVAL FROM MAILING LIST INSTRUCTIONS +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +We changed our unsubscribe instructions to a more reliable method and +apologize if previous unsubscribe attempts did not take effect. While +we do wish to continue telling you about new shockwave.com stuff, if +you do want to unsubscribe, please click on the following link: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + +#9001 + - att1.htm +" +"allen-p/all_documents/353.","Message-ID: <21846431.1075855673215.JavaMail.evans@thyme> +Date: Fri, 10 Dec 1999 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: naomi.johnston@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Naomi Johnston +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Naomi, + +The two analysts that I have had contact with are Matt Lenhart and Vishal +Apte. +Matt will be represented by Jeff Shankman. +Vishal joined our group in October. He was in the Power Trading Group for +the first 9 months. +I spoke to Jim Fallon and we agreed that he should be in the excellent +category. I just don't want Vishal +to go unrepresented since he changed groups mid year. + +Call me with questions.(x37041) + +Phillip Allen +West Gas Trading" +"allen-p/all_documents/354.","Message-ID: <12657912.1075855693014.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:09:00 -0700 (PDT) +From: yahoo-delivers@yahoo-inc.com +To: pallen@ect.enron.com +Subject: Yahoo! Newsletter, May 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Yahoo! Delivers +X-To: pallen@ect.enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +[IMAGE] +Yahoo! sent this email to you because your Yahoo! Account Information =20 +indicated that you wish to receive special offers. If you do not want to=20 +receive further mailings from Yahoo! Delivers, unsubscribe now by clickin= +g=20 +here. You are subscribed at: pallen@ect.enron.com + +masthead=09 Yahoo!=20 +=09 +=09 + + + +May 2001 + + +Greetings! Here's a look at some of the things happening on Yahoo! in May: + + + + + + + +New Features & Services + + +[IMAGE] +Find Last Minute Mother's Day Gifts - Don't panic if you haven't found th= +e=20 +perfect gift for Mom. Visit the Last Minute Mother's Day Gift Center on=20 +Yahoo! Shopping. You'll find outstanding merchants and guaranteed delivery = +in=20 +time for Mom's special day. +[IMAGE] +Got Stuff to Sell? It's a Great Time to Try Auctions - Every time you=20 +successfully sell an item on Yahoo! Auctions between now and June 4, you'll= +=20 +be entered in the Yahoo! Auctions $2 Million Sweepstakes for a chance to wi= +n=20 +one of twenty $100,000 prize packages for your business. =20 + +Each prize package includes: +=0F=07?a link on Yahoo!'s front page to your business's auctions +=0F=07?a Yahoo! digital camera, mouse, and keyboard=20 +=0F=07?$85,000 in online advertising across Yahoo! +=0F=07?a free Yahoo! Store for six months +=0F=07?a one-year registration of your business's domain name + +Just list and sell for your chance to win. Please see the official rules f= +or=20 +full sweepstakes details and the seller tips page for more about auction=20 +selling.=20 + + + +Spotlight: Real-Time Quotes + +[IMAGE]=20 + Make better investment decisions in today's volatile market. Subscribe to= +=20 +the Yahoo! Real-Time Package for $9.95/month and you'll receive real-time= +=20 +quotes, breaking news, and live market coverage. Use the MarketTracker to= +=20 +monitor your portfolio -- this powerful tool streams continuous market=20 +updates live to your desktop. You can easily access these real-time feature= +s=20 +through Yahoo! Finance, My Yahoo!, or via your mobile phone, pager, or PDA.= +=20 + + + + +Let's Talk About... +[IMAGE] +Safe Surfing for the Whole Family - Yahooligans! is Yahoo!'s web guide fo= +r=20 +kids, a directory of kid-appropriate sites screened by a staff of=20 +experienced educators. =20 + +Kids can have fun with daily jokes, news stories, online games, and Ask=20 +Earl. Check out the Parents' Guide for tips on how your family can use=20 +Yahooligans! and the Internet. =20 + +Yahooligans! Messenger is a safe way for kids to chat online in real time= +=20 +with their friends. On Yahooligans! Messenger, only people on your child= +'s=20 +""Friends"" list can send messages. This means that you don't have to worry= +=20 +about who might be trying to contact your child.=20 +=09?=09 +=09=09 +=09=09Short Takes +=09=09 +=09=09 +=09=09=0F=07 +=09=09Mother's Day Greetings - send your mom an online card this May 13. Do= +n't=20 +forget! +=09=09=0F=07 +=09=09Golf Handicap Tracker - track your golf game this summer. It's free = +from=20 +Yahoo! Sports. +=09=09=0F=07 +=09=09Buzz Index in My Yahoo! - the newest module on My Yahoo! presents a d= +aily=20 +look at what's hot in television, movies, music, sports. Follow the movers= +=20 +and leaders on your personalized Yahoo! page. +=09=09? +=09=09 +=09=09 +=09=09 +=09=09Tips & Tricks +=09=09 +=09=09 +=09=09 +=09=09Stay Alert: Yahoo! Alerts provide the information that's essential to= + you,=20 +delivered right to your email, Yahoo! Messenger, or mobile device. Set up= +=20 +alerts for news, stock quotes, auction updates, sports scores, and more. +=09=09 +=09=09Stay Informed: View the most-frequently emailed photos and stories f= +rom the=20 +last six hours of Yahoo! News. Looking for something more offbeat? Don't mi= +ss=20 +Full Coverage: FYI. +=09=09 +=09=09Stay Cool: Weather forecasts for your area -- on My Yahoo!, in email,= + or on=20 +your mobile device. +=09=09 +=09=09 +=09=09Further Reading +=09=09 +=09=09 +=09=09=0F=07 +=09=09Help Central +=09=09=0F=07 +=09=09More Yahoo! +=09=09=0F=07 +=09=09What's New on the Web +=09=09=0F=07 +=09=09Privacy Center +=09=09[IMAGE] + + +Copyright , 2001 Yahoo! Inc. + Yahoo! tries to send you the most relevant offers based on your Yahoo!=20 +Account Information, interests, and what you use on Yahoo!. Yahoo! uses web= +=20 +beacons in HTML-based email, including in Yahoo! Delivers messages.?To lear= +n=20 +more about Yahoo!'s use of personal information please read our Privacy=20 +Policy. If you have previously unsubscribed from Yahoo! Delivers, but have= +=20 +received this mailing, please note that it takes approximately five busines= +s=20 +days to process your request. For further assistance with unsubscribing, yo= +u=20 +may contact a Yahoo! Delivers representative by email by clicking here." +"allen-p/all_documents/355.","Message-ID: <6437131.1075855693092.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:39:00 -0700 (PDT) +From: ei_editor@ftenergy.com +To: einsighthtml@spector.ftenergy.com +Subject: Texas puts reliability rules through paces +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor +X-To: EINSIGHTHTML@SPECTOR.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear Energy Insight Subscribers.?If you cannot read?this version of the= +=20 +Energy Insight daily e-mail,?please click on this link=20 +http://public.resdata.com/essentials/user_pref.asp?module=3DEN?and change = +your=20 +user preferences?to reflect plain text e-mail rather than HTML e-mail.?Tha= +nk=20 +you for your patience.?If you have any questions, feel free to contact us= +=20 +at 1-800-424-2908 (1-720-548-5700 if your are outside the U.S.) or e-mail = +us=20 +at custserv@ftenergy.com. +???? +? +[IMAGE] + + + + + + + + +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] + + + + + + + + +[IMAGE] + +[IMAGE] + +[IMAGE] + +[IMAGE] + + +? +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Updated: May 15, 2001 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Texas puts reliability rules through paces +=09The Texas Public Utility Commission (PUC) recently approved new reliabi= +lity=20 +rules for the state's main power grid. The goal was to scrutinize rules=20 +governing other deregulated markets to see how well they have worked and= +=20 +then find the best route for the Electric Reliability Council of Texas =20 +(ERCOT). +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Capital markets love energy-related firms +=09Energy companies dominate stock offerings, IPOs +=09 +=09Generators garner the most attention, money +=09 +=09Good times bound to end +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09Mollusks create mayhem for power plants +=09Costs high to fight zebra mussels +=09 +=09Authorities warn of other damaging invaders +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09Gas use for power generation leveled out in 2000 +=09Coal still fuel of choice +=09 +=09Value to balanced-fuel portfolio +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09Florida Power outlines benefits of lat year=01,s merger +=09go to full story... +=09 +=09NSTAR files with FERC for consumer protection order +=09go to full story... +=09 +=09CPUC set to approve plan to repay state for power buys +=09go to full story... +=09 +=09London Electricity=01,s bid for Seeboard rejected, reports say +=09go to full story... +=09 +=09Tennessee Gas announces open season for ConneXion project +=09go to full story... +=09 +=09Avista names CEO Ely as chairman +=09go to full story...=20 +=09 +=09Kerr-McGee announces $1.25B deal +=09go to full story... +=09 +=09Utility.com to refund $70,000 to Pa. customers +=09go to full story... +=09 +=09Conoco to build $75M gas-to-liquids demonstration plant +=09go to full story... +=09 +=09DPL to add 160 MW in Ohio by 2002 +=09go to full story... +=09 +=09 +=09To view all of today's Executive News headlines,=20 +=09click here=20 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09, Copyright , 2001 - FT Energy, All Rights Reserved. ""FT"" and ""Financia= +l=20 +Times"" are trademarks of The Financial Times Ltd. =20 +=09 +=09 +=09 +=09Market Brief +=09 +=09Monday, May 14 +=09 +=09Stocks +=09Close +=09Change +=09% Change +=09DJIA +=0910,877.33 +=0956.0=20 +=090.52% +=09DJ 15 Util. +=09391.04 +=094.4=20 +=091.14% +=09NASDAQ +=092,081.92 +=09(25.51) +=09-1.21% +=09S&P 500 +=091,248.92 +=093.3=20 +=090.26% +=09 +=09 +=09 +=09 +=09Market Vols +=09Close +=09Change +=09% Change +=09AMEX (000) +=0981,841 +=09(9,583.0) +=09-10.48% +=09NASDAQ (000) +=091,339,184 +=09(92,182.0) +=09-6.44% +=09NYSE (000) +=09853,420 +=09(44,664.0) +=09-4.97% +=09 +=09 +=09 +=09 +=09Commodities +=09Close +=09Change +=09% Change +=09Crude Oil (Jun) +=0928.81 +=090.26=20 +=090.91% +=09Heating Oil (Jun) +=090.7525 +=09(0.008) +=09-1.05% +=09Nat. Gas (Henry) +=094.435 +=090.157=20 +=093.67% +=09Palo Verde (Jun) +=09365.00 +=090.00=20 +=090.00% +=09COB (Jun) +=09320.00 +=09(5.00) +=09-1.54% +=09PJM (Jun) +=0962.00 +=090.00=20 +=090.00% +=09 +=09 +=09 +=09 +=09Dollar US $ +=09Close +=09Change +=09% Change +=09Australia $=20 +=091.927 +=090.013=20 +=090.68% +=09Canada $? =20 +=091.552 +=090.001=20 +=090.06% +=09Germany Dmark=20 +=092.237 +=090.005=20 +=090.22% +=09Euro?=20 +=090.8739 +=09(0.001) +=09-0.16% +=09Japan _en=20 +=09123.30 +=090.700=20 +=090.57% +=09Mexico NP +=099.16 +=09(0.040) +=09-0.43% +=09UK Pound? =20 +=090.7044 +=09(0.0004) +=09-0.06% +=09 +=09 +=09 +=09 +=09Foreign Indices +=09Close +=09Change +=09% Change +=09Arg MerVal +=09415.60 +=09(3.83) +=09-0.91% +=09Austr All Ord. +=093,319.20 +=09(7.10) +=09-0.21% +=09Braz Bovespa +=0914236.94 +=09(256.26) +=09-1.77% +=09Can TSE 300=20 +=098010 +=09(13.67) +=09-0.17% +=09Germany DAX +=096064.68 +=09(76.34) +=09-1.24% +=09HK HangSeng +=0913259.17 +=09(377.44) +=09-2.77% +=09Japan Nikkei 225=20 +=0913873.02 +=09(170.90) +=09-1.22% +=09Mexico IPC=20 +=096042.03 +=09(68.33) +=09-1.12% +=09UK FTSE 100 +=095,690.50 +=09(206.30) +=09-3.50% +=09 +=09 +=09 +=09 +=09 +=09 +=09Source:? Yahoo! & TradingDay.com +=09 +=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09Advertise on Energy Insight=20 +=09=09 +=09=09[IMAGE] +=09=09 +=09=09 +=09=09? +=09=09=09?=20 + + - market briefs.xls" +"allen-p/all_documents/356.","Message-ID: <9385129.1075855693206.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 10:32:00 -0700 (PDT) +From: perfmgmt@enron.com +To: pallen@enron.com +Subject: Mid-Year 2001 Performance Feedback +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Performance Evaluation Process (PEP)"" +X-To: ""ALLEN, PHILLIP K"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +ALLEN, PHILLIP K, +? +You have been selected to participate in the Mid Year 2001 Performance +Management process. Your feedback plays an important role in the process, +and your participation is critical to the success of Enron's Performance +Management goals. +? +To complete a request for feedback, access PEP at http://pep.enron.com and +select Complete Feedback from the Main Menu. You may begin providing +feedback immediately and are requested to have all feedback forms completed +by Friday, May 25, 2001. +? +If you have any questions regarding PEP or your responsibility in the +process, please contact the PEP Help Desk at: +Houston: 1.713.853.4777, Option 4 or email: perfmgmt@enron.com +London: 44.207.783.4040, Option 4 or email: pep.enquiries@enron.com +? +Thank you for your participation in this important process. +? +The following is a CUMULATIVE list of employee feedback requests with a +status of ""OPEN."" Once you have submitted or declined an employee's request +for feedback, their name will no longer appear on this list. NOTE: YOU WILL +RECEIVE THIS MESSAGE EACH TIME YOU ARE SELECTED AS A REVIEWER. +? +Employee Name: +GIRON, DARRON +SHIM, YEUN SUNG" +"allen-p/all_documents/357.","Message-ID: <30046957.1075855693228.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 10:24:00 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Freidman, Billings Initiates Coverage of PMCS +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Earnings.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +If you cannot read this email, please click here. + +Earnings.com - PMCS Upgrade/Downgrade History +Earnings.com [IMAGE] + + + [IMAGE]?View Today's Upgrades/Downgrades/Coverage Initiated + Briefing + PMC - Sierra, Inc. (PMCS) + + + + + + + + + Date + Brokerage Firm + Action + Details + 05/14/2001 + Freidman, Billings + Coverage Initiated + at Accumulate + + + + 04/23/2001 + Merrill Lynch + Downgraded + to Nt Neutral from Nt Accum + + + + 04/20/2001 + Robertson Stephens + Upgraded + to Buy from Lt Attractive + + + + 04/20/2001 + J.P. Morgan + Upgraded + to Lt Buy from Mkt Perform + + + + 04/20/2001 + Frost Securities + Upgraded + to Strong Buy from Buy + + + + 04/20/2001 + Goldman Sachs + Upgraded + to Trading Buy from Mkt Outperform + + + + 04/19/2001 + Salomon Smith Barney + Upgraded + to Buy from Outperform + + + + 04/12/2001 + J.P. Morgan + Downgraded + to Mkt Perform from Lt Buy + + + + 03/22/2001 + Robertson Stephens + Downgraded + to Lt Attractive from Buy + + + + 03/20/2001 + Frost Securities + Coverage Initiated + at Buy + + + + 03/14/2001 + Needham & Company + Coverage Initiated + at Hold + + + + 03/12/2001 + Salomon Smith Barney + Downgraded + to Outperform from Buy + + + + 03/06/2001 + Banc of America + Downgraded + to Buy from Strong Buy + + + + 02/20/2001 + CSFB + Downgraded + to Hold from Buy + + + + 01/29/2001 + Soundview + Upgraded + to Strong Buy from Buy + + + + 01/26/2001 + Warburg Dillon Reed + Downgraded + to Hold from Strong Buy + + + + 01/26/2001 + S G Cowen + Downgraded + to Neutral from Buy + + + + 01/26/2001 + J.P. Morgan + Downgraded + to Lt Buy from Buy + + + + 01/26/2001 + Robertson Stephens + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Adams Harkness + Downgraded + to Mkt Perform from Buy + + + + 01/26/2001 + Banc of America + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Bear Stearns + Downgraded + to Attractive from Buy + + + + 01/26/2001 + CSFB + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Goldman Sachs + Downgraded + to Mkt Outperform from Recomm List + + + + 11/30/2000 + Lehman Brothers + Downgraded + to Neutral from Outperform + + + + 11/30/2000 + Kaufman Bros., L.P. + Downgraded + to Hold from Buy + + + + 11/16/2000 + Merrill Lynch + Downgraded + to Nt Accum from Nt Buy + + + + 11/02/2000 + Soundview + Downgraded + to Buy from Strong Buy + + + + 10/25/2000 + Lehman Brothers + Downgraded + to Outperform from Buy + + + + 10/20/2000 + J.P. Morgan + Coverage Initiated + at Buy + + + + 10/17/2000 + Paine Webber + Upgraded + to Buy from Attractive + + + + 10/05/2000 + William Blair + Coverage Initiated + at Lt Buy + + + + 06/06/2000 + S G Cowen + Upgraded + to Buy from Neutral + + + + + + Briefing.com is the leading Internet provider of live market analysis for +U.S. Stock, U.S. Bond and world FX market participants. + + , 1999-2001 Earnings.com, Inc., All rights reserved + about us | contact us | webmaster | site map + privacy policy | terms of service " +"allen-p/all_documents/358.","Message-ID: <5010711.1075855693251.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 07:10:00 -0700 (PDT) +From: announce@inbox.nytimes.com +To: pallen@ect.enron.com +Subject: Pre-selected NextCard Visa! As low as 2.99% +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""NYTimes.com"" +X-To: pallen@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear NYTimes.com member, + +Your registration to NYTimes.com included permission +to send you occasional e-mail with special offers +from our advertisers. To unsubscribe from future +mailings, visit http://www.nytimes.com/unsubscribe + +This is a special offer from NextCard Visa. +------------------------------------------------------- + +Congratulations! You've been pre-selected for this +NextCard(R) Visa(R) offer with rates as low as 2.99% Intro +or 9.99% Ongoing APR! + +NextCard Visa is the best credit card you'll find, period. +We're the only credit card company that can tailor an +offer specifically for you with an APR as low as 2.99% +Intro or 9.99% Ongoing. 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Please do not reply directly to +this e-mail." +"allen-p/all_documents/359.","Message-ID: <26959382.1075855693279.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:04:00 -0700 (PDT) +From: messenger@ecm.bloomberg.com +Subject: Bloomberg Power Lines Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Bloomberg.com"" +X-To: (undisclosed-recipients) +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is today's copy of Bloomberg Power Lines. Adobe Acrobat Reader is +required to view the attached pdf file. You can download a free version +of Acrobat Reader at + http://www.adobe.com/products/acrobat/readstep.html + +If you have trouble downloading the attached file it is also located at + http://www.bloomberg.com/energy/daily.pdf + +Don't forget to check out the Bloomberg PowerMatch West Coast indices, the +most accurate indices anywhere. Index values are calculated from actual tra= +des +and can be audited by all PowerMatch customers. + +Our aim is to bring you the most timely electricity market coverage in the +industry and we welcome your feedback on how we can improve the product=20 +further. + +Bloomberg Energy Department + +05/14 Bloomberg Daily Power Report + +Table + + Bloomberg U.S. Regional Electricity Prices + ($/MWh for 25-50 MWh pre-scheduled packages, excluding transmission= +=20 +costs) + + On-Peak +West Coast Index Change Low High + Mid-Columbia 205.40 -185.85 175.00 225.00 + Ca-Or Border 203.33 -186.67 180.00 225.00 + NP15 207.75 -189.39 175.00 228.00 + SP15 205.00 -186.88 175.00 225.00 + Ault Colorado 185.00 -155.00 175.00 225.00 + Mead 225.00 -128.00 220.00 230.00 + Palo Verde 220.48 -202.02 210.00 240.00 + Four Corners 207.50 -177.50 200.00 220.00 + +Mid-Continent + ECAR 32.75 +1.68 30.18 35.00 + East 35.50 +2.00 35.00 36.00 + AEP 31.94 -1.46 29.75 34.00 + West 31.50 +2.00 29.50 34.00 + Central 31.17 +3.52 28.00 35.00 + Cinergy 31.17 +3.52 28.00 35.00 + South 34.44 +2.15 28.00 37.00 + North 33.50 +0.00 33.00 34.00 + Main 33.63 +3.88 30.75 37.25 + Com-Ed 31.25 +2.25 29.50 34.50 + Lower 36.00 +5.50 32.00 40.00 + MAPP 46.78 +6.86 45.00 51.00 + North 46.50 +7.17 45.00 50.00 + Lower 47.06 +6.56 45.00 52.00 + +Gulf Coast + SPP 40.13 -0.51 39.50 41.50 + Northern 39.50 +0.00 39.50 41.00 + ERCOT 47.50 +2.25 46.00 49.00 + SERC 37.35 +0.10 33.89 39.07 + Va Power 35.00 -4.50 34.50 35.50 + VACAR 37.00 +3.50 36.00 38.00 + Into TVA 34.44 +2.15 28.00 37.00 + Out of TVA 38.23 +1.80 31.72 40.99 + Entergy 41.75 -1.25 35.00 44.00 + Southern 37.00 +2.00 35.00 39.00 + Fla/Ga Border 38.00 -3.00 37.00 39.00 + FRCC 56.00 +1.00 54.00 58.00 + +East Coast + NEPOOL 45.95 -6.05 45.50 47.25 + New York Zone J 58.50 -4.50 56.00 61.00 + New York Zone G 49.75 -3.25 48.50 51.50 + New York Zone A 38.50 -5.50 38.00 39.00 + PJM 35.97 -5.48 35.00 36.75 + East 35.97 -5.48 35.00 36.75 + West 35.97 -5.48 35.00 36.75 + Seller's Choice 35.47 -5.48 34.50 36.25 +End Table + + +Western Power Spot Prices Sink Amid Weather-Related Demand + + Los Angeles, May 14 (Bloomberg Energy) -- Most Western U.S. +spot power prices for delivery tomorrow slumped as supply +outstripped demand. + At the SP-15 delivery point in Southern California, peak +power dropped $186.88 to a Bloomberg index of $205.00 a megawatt- +hour, amid trades in the $175.00-$225.00 range. + ""Air conditioning load is diminishing, which is causing +prices to decline,"" said one Southwest trader. + According to Weather Services Corp., of Lexington +Massachusetts, temperatures in Los Angeles were expected to reach +75 degrees Fahrenheit today and a low of 59 degrees tonight. + At the Palo Verde switchyard in Arizona, peak power sank +$202.02, or 47.82 percent, to a Bloomberg index of $220.48 as +traders executed transactions in the $210.00-$240.00 range. + Traders said that Arizona's Public Service Co. 1,270-megawatt +Palo Verde-1 nuclear plant in Wintersburg, Arizona, increased +production to 19 percent of capacity following the completion of a +scheduled refueling outage that began March 31. + At the Mid-Columbia trading point in Washington, peak power +slumped 47.5 percent from Friday's Sunday-Monday package to a +Bloomberg index of $205.40, with trades at $175.00-$225.00. + According to Belton, Missouri-based Weather Derivatives Inc., +temperatures in the Pacific Northwest will average 1.2 degrees +Fahrenheit above normal over the next seven days, with cooling +demand 84 percent below normal. + ""We are expecting rain in the Pacific Northwest which is +causing temperatures to drop,"" said one Northwest trader. + At the NP-15 delivery point in Northern California, peak +power fell $189.39 to a Bloomberg index of $207.75, with trades at +$175.00-$228.00. + According the California Independent System Operator today's +forecast demand was estimated at 30,827 megawatts, declining 743 +megawatts tomorrow to 30,084 megawatts. + +-Robert Scalabrino + + +Northeast Power Prices Fall With More Generation, Less Demand + + Philadelphia, May 14 (Bloomberg Energy) -- An increase in +available generation coupled with less weather-related demand, +caused next-day power prices in the Northeast U.S. to fall as much +as 11.3 percent this morning, traders said. + According to Weather Derivatives Corp. of Belton, Missouri, +temperatures in the Northeast will average within one degree +Fahrenheit of normal over the next seven days, keeping heating and +cooling demand 88 and 96 percent below normal, respectively. + In the Pennsylvania-New Jersey-Maryland Interconnection, peak +power scheduled for Tuesday delivery was assessed at a Bloomberg +volume-weighted index of $35.97 per megawatt hour, down $5.48 from +Friday. + ""There's just no weather out there,"" said one PJM-based +trader. ""There's no need for air conditioning, and no need for +heating. As far as I can tell, it's going to be that way all week +long."" + Peak loads in PJM are projected to average less than 30,000 +megawatts through Friday. + Traders also cited increased regional capacity as a cause for +the dip. Interconnection data shows 1,675 megawatts returned to +service today, and an additional 1,232 megawatts are expected to +hit the grid tomorrow. + Next-day prices fell across all three zones of the New York +Power Pool, with increased output at the Nine Mile Point 1 and 2 +nuclear power facilities. + The Nuclear Regulator Commission reported Nine Mile Point 1 +at 90 percent of its 609-megawatt capacity following completion of +a refueling outage, and the 1,148-megawatt Nine Mile Point 2 at +full power following unplanned maintenance. Both units are owned +and operated by Niagara Mohawk. + Zone J, which comprises New York City, slipped $4.50 to +$58.50, while Zones G and A fell $3.25 and $5.50, respectively, to +$51.25 and $40.00 indices. + ~ +-Karyn Rispoli + + +Weather-Related Demand Drives Mid-Continent Power Prices Up + + Cincinnati, May 14 (Bloomberg Energy) -- Day-ahead peak +power prices rose today in the Mid-Continent U.S. as high +weather-related demand was expected in the Midwest and Southeast, +traders said. + ""It's supposed to be pretty warm in the TVA (Tennessee +Valley Authority) area, so everyone is looking to go from Cinergy +to there,"" one East Central Area Reliability Council trader said. +""Dailies and the bal(ance of) week are both stronger because of +that."" + The Bloomberg index price for peak parcels delivered Tuesday +into the Cincinnati-based Cinergy Corp. transmission system rose +$3.52 to $31.17 a megawatt-hour, with trades ranging from $29.25 +when the market opened up to $35.00 after options expired. + Cinergy power for Wednesday-Friday delivery sold at $39.00 +and power for May 21-25 was offered at $45.50 as demand from the +Southeast was expected to remain high into next week. + Next-day power in TVA sold $2.15 higher on average at +$28.00-$37.00, with temperatures in Nashville, Tennessee, +forecast at 87 degrees Fahrenheit through Thursday. + ""Things should continue along these lines for the rest of +the week, because there's enough power to get down there but not +so much that anyone can flood the market and crush prices,"" an +ECAR trader said. + In Mid-America Interconnected Network trading, demand from +the Cinergy hub and the Entergy Corp. grid pulled prices up, +though traders said transmission problems limited volume. + Peak Monday parcels sold $2.25 higher on average at the +Chicago-based Commonwealth Edison hub, trading at $29.50-$34.50, +and $5.50 higher on average in the lower half of the region, with +trades from $32.00-$40.00. + Mid-Continent Area Power Pool peak spot power prices also +climbed today, showing the largest increase in the region as +above-normal temperatures were expected and transmission problems +isolated the market from lower-priced eastern hubs. + For-Tuesday power sold $7.17 higher on average in northern +MAPP at $45.00-$50.00 and $6.56 higher on average in the southern +half of the region at $45.00-$52.00. + Lexington, Massachusetts-based Weather Services Corp. +predicted tomorrow's high temperature would be 85 degrees in +Minneapolis and 91 degrees in Omaha, Nebraska. + ""There's no available transmission from ComEd, and problems +getting power out of Ameren's grid too,"" one MAPP trader said. +""It's likely to cause problems all week, since it's hot here and +down in SPP (the Southwest Power Pool)."" + +-Ken Fahnestock + + +Southeast Power Prices Mixed as Southern Markets Heat Up + + Atlanta, May 14 (Bloomberg Energy) -- U.S. Southeast spot +electricity prices were mixed today as hot weather returned to +major Southern U.S. population centers, traders said. + Forecasters from Lexington, Massachusetts-based Weather +Services Corp. predicted daily high temperatures in the Atlanta +vicinity would peak tomorrow at 86 degrees Fahrenheit, 5 +degrees higher than today's projected high. Cooler weather is +expected to begin Wednesday. + Conversely, in the Nashville, Tennessee, vicinity, +temperatures will remain in the high-80s to low-90s all week, +propelling air conditioning demand, traders said. + The Bloomberg Southeast Electric Reliability Council +regional index price rose 10 cents a megawatt-hour from +equivalent trades made Friday for delivery today, to $37.20. +Trades ranged from $26.50-$42.50. + On the Tennessee Valley Authority grid, power traded an +average of $2.15 higher at a Bloomberg index of $34.44 amid +trades in the $28.00-$37.00 range. + In Texas, day-ahead power prices rose 84 cents for UB firm +energy to a Bloomberg index of $47.50, though utility traders +complained of slack demand versus the same time in 2000. + ""There's just no overnight load to do anything with the +supply we have,"" said one Texas-based utility power trader. +""Last year at this time, we saw a bunch of 93-95 degree +(Fahrenheit) days. This year so far, the highest we've seen is +85 degrees, so that's about 10 degrees below normal for us."" + On the Entergy Corp. grid, day-ahead peak power for +tomorrow opened at $38.50-$42.00, though most trades were done +at a Bloomberg index of $40.25, $1.25 less than Friday. Traders +said forecasts for cooler weather through much of the South +starting Wednesday caused day-ahead prices to trade late at +$35-$36. + Traders said Southern Co. was purchasing day-ahead energy +at $37 from utilities in the Virginia-Carolinas region because +power from VACAR was cheaper than from utilities in SERC. + Southern day-ahead power traded $2 higher at a Bloomberg +index of $37, amid trades in the $35-$39 range. + In the forward power markets, Entergy power for the +balance of this week sold early today at $47.00, though later +trades were noted as high as $48.75. Balance-of-May Entergy +power was bid at $48, though few offers were heard, traders +said. + On the TVA grid, power for the balance of this week was +bid at $40, though the nearest offer was $45. Firm energy for +the balance of May was discussed at $41, though no new trades +were noted. + +-Brian Whary + + +U.K. Power Prices Fall as Offers Continue to Outweigh Bids + + London, May 14 (Bloomberg Energy) -- Power prices in the U.K. +fell for the fourth consecutive day amid continued heavy selling +interest, traders said. + Winter 2001 baseload traded as high as 21.52 pounds a +megawatt-hour and as low as 21.35 pounds a megawatt-hour, before +closing at 21.42 pounds a megawatt-hour, 11 pence lower than +Friday. + The contract has fallen around 82 pence since the start of +the month amid aggressive selling interest, mainly from one +trading house, which intended to buy back contracts where it was +short. Volatility in the contract today stemmed from opposition +from another trading house, which bought the contract, supporting +price levels, traders said. + Shorter-term contracts also fell today as warm weather was +expected to curtail heating demand and also amid lower production +costs because of falling natural gas prices, traders said. + June baseload power contracts fell 22 pence from Friday after +last trading at 18.35 pounds a megawatt-hour. + On the International Petroleum Exchange, June natural gas +futures traded 0.31 pence lower today after last trading at 21.15 +pence a thermal unit. The contract has fallen by 1.74 pence since +the start of last week. + Some traders, however, remained reluctant to give fundamental +reasons for price movements because of the immaturity of the +market, given the recent launch of the new trading agreements. +Most trading activity was in an effort to find new price levels, +they said. + +-Amal Halawi + + +Nordic Power Soars in Active Trade on Renewed Buying Interest + + Lysaker, Norway, May 14 (Bloomberg Energy) -- Longer-term +electricity prices on the Nordic Power Exchange in Lysaker, +Norway, soared in active afternoon trade after participants rushed +to buy seasonal contracts in an attempt to close positions amid +limited hydro-supply, traders said. + Winter-2 2001 closed 6.00 Norwegian kroner higher at an all +time high of 214.50 kroner a megawatt-hour after a total 603.00 +megawatts were exchanged as low as 207.25 kroner a megawatt-hour. +Winter-1 2002 jumped 5.65 kroner after discussions ranged 207.50- +214.00 kroner a megawatt-hour. + ""The market crash everyone was waiting for never came; now +you have to pay higher prices to develop positions,'' an Oslo- +based trader said. ""I'm surprised that even at the peak of the +snow melting season and in anticipation of wet weather, prices are +steadily climbing.'' + Precipitation across Scandinavia was forecast at 200 percent +above normal for the next 10 days, according to U.S. forecasters. +Still, another trader said 170 percent above normal was a ""more +realistic expectation following recent over-estimation of wet +outlooks.'' + Tuesday's system area average price was set below expecations +of 195.00 kroner a megawatt-hour at 185.70 kroner a megawatt-hour, +down 7.45 kroner from today's price. Still, traders said this was +a ""high'' spot price for this time of the year. + Week 21 closed down 1 kroner at 189 kroner a megawatt-hour +with 140 megawatts exchanged. + Trade volumes on Nordpool totalled 5,469 gigawatt-hours +generation, up 368 percent from Friday's 1,169 gigawatt-hours. + +-Alejandro Barbajosa +-0- (BES) May/14/2001 19:33 GMT +=0F$ + + + - daily.pdf" +"allen-p/all_documents/36.","Message-ID: <5161987.1075855666285.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 05:27:00 -0800 (PST) +From: jsmith@austintx.com +To: phillip.k.allen@enron.com +Subject: RE: stage coach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, + +I am completing my marketing package for the Stage. I also need the 1999 +statement and a rent roll. Please send ASAP. + +Thanks + +Jeff" +"allen-p/all_documents/360.","Message-ID: <20840552.1075855693485.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 06:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is our forecast +" +"allen-p/all_documents/361.","Message-ID: <26004289.1075855693734.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 01:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: outlook.team@enron.com +Subject: Re: 2- SURVEY/INFORMATION EMAIL 5-14- 01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Outlook Migration Team +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Outlook Migration Team@ENRON +05/11/2001 01:49 PM +To: Cheryl Wilchynski/HR/Corp/Enron@ENRON, Cindy R Ward/NA/Enron@ENRON, Jo +Ann Hill/Corp/Enron@ENRON, Sonja Galloway/Corp/Enron@Enron, Bilal +Bajwa/NA/Enron@Enron, Binh Pham/HOU/ECT@ECT, Bradley Jones/ENRON@enronXgate, +Bruce Mills/Corp/Enron@ENRON, Chance Rabon/ENRON@enronXgate, Chuck +Ames/NA/Enron@Enron, David Baumbach/HOU/ECT@ECT, Jad Doan/ENRON@enronXgate, +O'Neal D Winfree/HOU/ECT@ECT, Phillip M Love/HOU/ECT@ECT, Sladana-Anna +Kulic/ENRON@enronXgate, Victor Guggenheim/HOU/ECT@ECT, Alejandra +Chavez/NA/Enron@ENRON, Anne Bike/Enron@EnronXGate, Carole +Frank/NA/Enron@ENRON, Darron C Giron/HOU/ECT@ECT, Elizabeth L +Hernandez/HOU/ECT@ECT, Elizabeth Shim/Corp/Enron@ENRON, Jeff +Royed/Corp/Enron@ENRON, Kam Keiser/HOU/ECT@ECT, Kimat Singla/HOU/ECT@ECT, +Kristen Clause/ENRON@enronXgate, Kulvinder Fowler/NA/Enron@ENRON, Kyle R +Lilly/HOU/ECT@ECT, Luchas Johnson/NA/Enron@Enron, Maria Garza/HOU/ECT@ECT, +Patrick Ryder/NA/Enron@Enron, Ryan O'Rourke/ENRON@enronXgate, Yuan +Tian/NA/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Jay +Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Matthew Lenhart/HOU/ECT@ECT, +Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, +Ina Norman/HOU/ECT@ECT, Jackie Travis/HOU/ECT@ECT, Michael J +Gasper/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Albert Stromquist/Corp/Enron@ENRON, Rajesh +Chettiar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Derek Anderson/HOU/ECT@ECT, +Brad Horn/HOU/ECT@ECT, Camille Gerard/Corp/Enron@ENRON, Cathy +Lira/NA/Enron@ENRON, Daniel Castagnola/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Eva Tow/Corp/Enron@ENRON, Lam Nguyen/NA/Enron@Enron, Andy +Pace/NA/Enron@Enron, Anna Santucci/NA/Enron@Enron, Claudia +Guerra/NA/Enron@ENRON, Clayton Vernon/Corp/Enron@ENRON, David +Ryan/Corp/Enron@ENRON, Eric Smith/Contractor/Enron Communications@Enron +Communications, Grace Kim/NA/Enron@Enron, Jason Kaniss/ENRON@enronXgate, +Kevin Cline/Corp/Enron@Enron, Rika Imai/NA/Enron@Enron, Todd +DeCook/Corp/Enron@Enron, Beth Jensen/NPNG/Enron@ENRON, Billi +Harrill/NPNG/Enron@ENRON, Martha Sumner-Kenney/NPNG/Enron@ENRON, Phyllis +Miller/NPNG/Enron@ENRON, Sandy Olofson/NPNG/Enron@ENRON, Theresa +Byrne/NPNG/Enron@ENRON, Danny McCarty/ET&S/Enron@Enron, Denis +Tu/FGT/Enron@ENRON, John A Ayres/FGT/Enron@ENRON, John +Millar/FGT/Enron@Enron, Julie Armstrong/Corp/Enron@ENRON, Maggie +Schroeder/FGT/Enron@ENRON, Max Brown/OTS/Enron@ENRON, Randy +Cantrell/GCO/Enron@ENRON, Tracy Scott/Corp/Enron@ENRON, Charles T +Muzzy/HOU/ECT@ECT, Cora Pendergrass/Corp/Enron@ENRON, Darren +Espey/Corp/Enron@ENRON, Jessica White/NA/Enron@Enron, Kevin +Brady/NA/Enron@Enron, Kirk Lenart/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, +Margie Straight/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Souad +Mahmassani/Corp/Enron@ENRON, Tammy Gilmore/NA/Enron@ENRON, Teresa +McOmber/NA/Enron@ENRON, Wes Dempsey/NA/Enron@Enron, Barry +Feldman/NYC/MGUSA@MGUSA, Catherine Huynh/NA/Enron@Enron +cc: +Subject: 2- SURVEY/INFORMATION EMAIL 5-14- 01 + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. Double Click on document to put it in ""Edit"" mode. When you finish, +simply click on the 'Reply With History' button then hit 'Send' Your survey +will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 37041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? Yes, Ina Rangel + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: 7 To: 5 + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + +" +"allen-p/all_documents/362.","Message-ID: <7614929.1075855693773.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 09:54:00 -0700 (PDT) +From: alyse.herasimchuk@enron.com +To: phillip.allen@enron.com, robina.barker-bennett@enron.com, + richard.causey@enron.com, joseph.deffner@enron.com, + andrew.fastow@enron.com, kevin.garland@enron.com, ken.rice@enron.com, + eric.shaw@enron.com, hunter.shively@enron.com, + stuart.staley@enron.com +Subject: ""Save the Date"" - Associate / Analyst Program +Cc: john.walt@enron.com, donna.jones@enron.com, traci.warner@enron.com, + billy.lemmons@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.walt@enron.com, donna.jones@enron.com, traci.warner@enron.com, + billy.lemmons@enron.com +X-From: Alyse Herasimchuk +X-To: Phillip K Allen, Robina Barker-Bennett, Richard Causey, Joseph Deffner, Andrew S Fastow, Kevin Garland, Ken Rice, Eric Shaw, Hunter S Shively, Stuart Staley +X-cc: John Walt, Donna Jones, Traci Warner, Billy Lemmons +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + + Dear Associate / Analyst Committee: + +The following attachment is information regarding upcoming events in the +Associate / Analyst program. Please ""save the date"" on your calendars as your +participation is greatly appreciated. Any questions or concerns you may have +can be directed to John Walt or Donna Jones. + +Thank you, + +Associate / Analyst Program +amh + + + + + + + " +"allen-p/all_documents/363.","Message-ID: <7510478.1075855693794.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Let me know when you get the quotes from Pauline. I am expecting to pay +something in the $3,000 to $5,000 range. I would like to see the quotes and +a description of the work to be done. It is my understanding that some rock +will be removed and replaced with siding. If they are getting quotes to put +up new rock then we will need to clarify. + +Jacques is ready to drop in a dollar amount on the release. If the +negotiations stall, it seems like I need to go ahead and cut off the +utilities. Hopefully things will go smoothly. + +Phillip" +"allen-p/all_documents/364.","Message-ID: <30386365.1075855693824.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 06:05:00 -0700 (PDT) +From: lisa.jacobson@enron.com +To: lisa.jacobson@enron.com, kevin.mcgowan@enron.com, daniel.reck@enron.com, + matt.goering@enron.com, stuart.staley@enron.com, + john.massey@enron.com, jeff.andrews@enron.com, adam.siegel@enron.com, + kristin.quinn@enron.com, heather.mitchell@enron.com, + elizabeth.howley@enron.com, scott.watson@enron.com, + mark.dobler@enron.com, kevin.presto@enron.com, lloyd.will@enron.com, + doug.gilbert-smith@enron.com, fletcher.sturm@enron.com, + rogers.herndon@enron.com, robert.benson@enron.com, + mark.davis@enron.com, ben.jacoby@enron.com, + dave.kellermeyer@enron.com, mitch.robinson@enron.com, + john.moore@enron.com, naveed.ahmed@enron.com, + phillip.allen@enron.com, scott.neal@enron.com, + elliot.mainzer@enron.com, richard.lewis@enron.com, + jackie.gentle@enron.com, fiona.grant@enron.com, kate.bauer@enron.com, + mark.schroeder@enron.com, john.shafer@enron.com, + shelley.corman@enron.com, hap.boyd@enron.com, + brian.stanley@enron.com, robert.moss@enron.com, + jeffrey.keeler@enron.com, mary.schoen@enron.com, + laura.glenn@enron.com, kathy.mongeon@enron.com, + stacey.bolton@enron.com, rika.imai@enron.com, rob.bradley@enron.com, + ann.schmidt@enron.com, ben.jacoby@enron.com, jake.thomas@enron.com, + david.parquet@enron.com, lisa.yoho@enron.com, + christi.nicolay@enron.com, harry.kingerski@enron.com, + james.steffes@enron.com, ginger.dernehl@enron.com, + richard.shapiro@enron.com, scott.affelt@enron.com, + susan.worthen@enron.com, gavin.dillingham@enron.com, + lora.sullivan@enron.com, john.hardy@enron.com, + linda.robertson@enron.com, carolyn.cooney@enron.com, pat29@erols.com, + marc.phillips@enron.com, gus.eghneim@enron.com, + mark.palmer@enron.com, philip.davies@enron.com, + nailia.dindarova@enron.com, richard.lewis@enron.com, + john.chappell@enron.com, tracy.ralston@enron.com, + maureen.mcvicker@enron.com +Subject: RSVP REQUESTED - Emissions Strategy Meeting.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lisa Jacobson +X-To: Lisa Jacobson, Kevin McGowan, Daniel Reck, Matt Goering, Stuart Staley, John Massey, Jeff Andrews, Adam Siegel, Kristin Quinn, Heather Mitchell, Elizabeth Howley, Scott Watson, Mark Dobler, Kevin M Presto, Lloyd Will, Doug Gilbert-Smith, Fletcher J Sturm, Rogers Herndon, Robert Benson, Mark Dana Davis, Ben Jacoby, Dave Kellermeyer, Mitch Robinson, John Moore, Naveed Ahmed, Phillip K Allen, Scott Neal, Elliot Mainzer, Richard Lewis, Jackie Gentle, Fiona Grant, Kate Bauer, Mark Schroeder, John Shafer, Shelley Corman, Hap Boyd, Brian Stanley, Robert N Moss, Jeffrey Keeler, Mary Schoen, Laura Glenn, Kathy Mongeon, Stacey Bolton, Rika Imai, Rob Bradley, Ann M Schmidt, Ben Jacoby, Jake Thomas, David Parquet, Lisa Yoho, Christi L Nicolay, Harry Kingerski, James D Steffes, Ginger Dernehl, Richard Shapiro, Scott Affelt, Susan Worthen, Gavin Dillingham, Lora Sullivan, John Hardy, Linda Robertson, Carolyn Cooney, ""Patrick Shortridge (E-mail)"" @SMTP@enronXgate, Marc Phillips, Gus Eghneim, Mark Palmer, Philip Davies, Nailia Dindarova, Richard Lewis, John Chappell, Tracy Ralston, Maureen McVicker +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Due to some problems with my email yesterday, I may not have received your +RSVP.....please excuse any confusion this may have caused. + + +RSVP REQUESTED! + +The Environmental Strategies Group will convene an ""Emissions Strategy +Meeting"" on Friday, May 18 to discuss global emissions issues -- such as air +quality regulation, climate change and U.S. multipollutant legislation -- and +explore some of the potential business opportunities for Enron commercial +groups. + +WHEN: Friday, May 18 +TIME: 10:00 am - 3:00 pm - lunch will be provided +WHERE: Enron Building, 8C1 (8th floor) + +A video conference is being organized to enable broad participation from the +London office and a teleconference will be set up for others who would like +to call in. + +The primary objectives of the session are to 1) provide you with the latest +information on emissions regulation, markets, and Enron's advocacy efforts +worldwide and 2) receive feedback on your commercial interests and input on +policy options so that we may develop the best business and policy strategies +for Enron in both the short and long term. We invite you or a member of your +group to participate in this important strategic discussion. + +Please RSVP as soon as possible and let us know if you plan to participate in +person, via teleconference or via video conference from the London office. + +An agenda is forthcoming. If you have any questions or suggestions in +advance of the meeting, please do not hesitate to contact me or Jeff Keeler. + +We look forward to your participation. + +Lisa Jacobson +Enron +Manager, Environmental Strategies +1775 Eye Street, NW +Suite 800 +Washington, DC 20006 + +Phone: +(202) 466-9176 +Fax: +(202) 331-4717" +"allen-p/all_documents/365.","Message-ID: <5195408.1075855693846.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 00:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Jacques Craig will draw up a release. What is the status on the quote from +Wade? + +Phillip" +"allen-p/all_documents/366.","Message-ID: <10598636.1075855693867.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 05:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +The west desk would like 2 analysts." +"allen-p/all_documents/367.","Message-ID: <24352905.1075855693889.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 06:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stanley.horton@enron.com, dmccarty@enron.com +Subject: California Summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stanley.horton@enron.com, dmccarty@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +11:22 AM --------------------------- + + + + From: Jay Reitmeyer 05/03/2001 11:03 AM + + +To: stanley.horton@enron.com, dmccarty@enron.com +cc: +Subject: California Summary + +Attached is the final version of the California Summary report with maps, +graphs, and historical data. + + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +bcc: +Subject: Additional California Load Information + + + +Additional charts attempting to explain increase in demand by hydro, load +growth, and temperature. Many assumptions had to be made. The data is not +as solid as numbers in first set of graphs. + + +" +"allen-p/all_documents/368.","Message-ID: <2313514.1075855693911.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 02:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jay.reitmeyer@enron.com, matt.smith@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jay Reitmeyer, Matt Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Can you guys coordinate to make sure someone listens to this conference call +each week. Tara from the fundamental group was recording these calls when +they happened every day. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +07:26 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/all_documents/369.","Message-ID: <27211215.1075855693935.JavaMail.evans@thyme> +Date: Sun, 6 May 2001 23:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California Update 5/4/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +06:54 AM --------------------------- +From: Kristin Walsh/ENRON@enronXgate on 05/04/2001 04:32 PM CDT +To: John J Lavorato/ENRON@enronXgate, Louise Kitchen/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT, Tim Belden/ENRON@enronXgate, Jeff +Dasovich/NA/Enron@Enron, Chris Gaskill/ENRON@enronXgate, Mike +Grigsby/HOU/ECT@ECT, Tim Heizenrader/ENRON@enronXgate, Vince J +Kaminski/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Rob +Milnthorp/CAL/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Claudio +Ribeiro/ENRON@enronXgate, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Mark Tawney/ENRON@enronXgate, Scott +Tholan/ENRON@enronXgate, Britt Whitman/ENRON@enronXgate, Lloyd +Will/HOU/ECT@ECT +Subject: California Update 5/4/01 + +If you have any questions, please contact Kristin Walsh at (713) 853-9510. + +Bridge Loan Financing Bills May Not Meet Their May 8th Deadline Due to Lack +of Support +Sources report there will not be a vote regarding the authorization for the +bond issuance/bridge loan by the May 8th deadline. Any possibility for a +deal has reportedly fallen apart. According to sources, both the Republicans +and Democratic caucuses are turning against Davis. The Democratic caucus is +reportedly ""unwilling to fight"" for Davis. Many legislative Republicans and +Democrats reportedly do not trust Davis and express concern that, once the +bonds are issued to replenish the General Fund, Davis would ""double dip"" into +the fund. Clearly there is a lack of good faith between the legislature and +the governor. However, it is believed once Davis discloses the details of +the power contracts negotiated, a bond issuance will take place. +Additionally, some generator sources have reported that some of the long-term +power contracts (as opposed to those still in development) require that the +bond issuance happen by July 1, 2001. If not, the state may be in breach of +contract. Sources state that if the legislature does not pass the bridge +loan legislation by May 8th, having a bond issuance by July 1st will be very +difficult. + +The Republicans were planning to offer an alternative plan whereby the state +would ""eat"" the $5 billion cost of power spent to date out of the General +Fund, thereby decreasing the amount of the bond issuance to approximately $8 +billion. However, the reportedly now are not going to offer even this +concession. Sources report that the Republicans intend to hold out for full +disclosure of the governor's plan for handling the crisis, including the +details and terms of all long-term contracts he has negotiated, before they +will support the bond issuance to go forward. + +Currently there are two bills dealing with the bridge loan; AB 8X and AB +31X. AB 8X authorizes the DWR to sell up to $10 billion in bonds. This bill +passed the Senate in March, but has stalled in the Assembly due to a lack of +Republican support. AB 31X deals with energy conservation programs for +community college districts. However, sources report this bill may be +amended to include language relevant to the bond sale by Senator Bowen, +currently in AB 8X. Senator Bowen's language states that the state should +get paid before the utilities from rate payments (which, if passed, would be +likely to cause a SoCal bankruptcy). + +According to sources close to the Republicans in the legislature, +Republicans do not believe there should be a bridge loan due to money +available in the General Fund. For instance, Tony Strickland has stated +that only 1/2 of the bonds (or approximately $5 billion) should be issued. +Other Republicans reportedly do not support issuing any bonds. The +Republicans intend to bring this up in debate on Monday. Additionally, +Lehman Brothers reportedly also feels that a bridge loan is unnecessary and +there are some indications that Lehman may back out of the bridge loan. + +Key Points of the Bridge Financing +Initial Loan Amount: $4.125 B +Lenders: JP Morgan $2.5 B + Lehman Brothers $1.0 B + Bear Stearns $625 M +Tax Exempt Portion: Of the $4.125 B; $1.6 B is expected to be tax-exempt +Projected Interest Rate: Taxable Rate 5.77% + Tax-Exempt Rate 4.77% +Current Projected +Blended IR: 5.38% +Maturity Date: August 29, 2001 +For more details please contact me at (713) 853-9510 + +Bill SB 6X Passed the Senate Yesterday, but Little Can be Done at This Time +The Senate passed SB 6X yesterday, which authorizes $5 billion to create the +California Consumer Power and Conservation Authority. The $5 billion +authorized under SB 6X is not the same as the $5 billion that must be +authorized by the legislature to pay for power already purchased, or the +additional amount of bonds that must be authorized to pay for purchasing +power going forward. Again, the Republicans are not in support of these +authorizations. Without the details of the long-term power contracts the +governor has negotiated, the Republicans do not know what the final bond +amount is that must be issued and that taxpayers will have to pay to +support. No further action can be taken regarding the implementation of SB +6X until it is clarified how and when the state and the utilities get paid +for purchasing power. Also, there is no staff, defined purpose, etc. for +the California Public Power and Conservation Authority. However, this can +be considered a victory for consumer advocates, who began promoting this +idea earlier in the crisis. + +SoCal Edison and Bankruptcy +At this point, two events would be likely to trigger a SoCal bankruptcy. The +first would be a legislative rejection of the MOU between SoCal and the +governor. The specified deadline for legislative approval of the MOU is +August 15th, however, some decision will likely be made earlier. According +to sources, the state has yet to sign the MOU with SoCal, though SoCal has +signed it. The Republicans are against the MOU in its current form and Davis +and the Senate lack the votes needed to pass. If the legislature indicates +that it will not pas the MOU, SoCal would likely file for voluntary +bankruptcy (or its creditor - involuntary) due to the lack operating cash. + +The second likely triggering event, which is linked directly to the bond +issuance, would be an effort by Senator Bowen to amend SB 31X (bridge loan) +stating that the DWR would received 100% of its payments from ratepayers, +then the utilities would receive the residual amount. In other words, the +state will get paid before the utilities. If this language is included and +passed by the legislature, it appears likely that SoCal will likely file for +bankruptcy. SoCal is urging the legislature to pay both the utilities and +the DWR proportionately from rate payments. + +" +"allen-p/all_documents/37.","Message-ID: <19321959.1075855666306.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:53:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/12/2000 12:18:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 12 2000 12:25PM, Dec 13 2000 9:00AM, Dec 14 2000 +8:59AM, 2231, Allocation - SOCAL NEEDLES + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/all_documents/370.","Message-ID: <25550120.1075855693958.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, jay.reitmeyer@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Jay Reitmeyer, Tori Kuykendall, Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/04/2001 +10:15 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/all_documents/371.","Message-ID: <24807826.1075855693979.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 01:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Traveling to have a business meeting takes the fun out of the trip. +Especially if you have to prepare a presentation. I would suggest holding +the business plan meetings here then take a trip without any formal business +meetings. I would even try and get some honest opinions on whether a trip is +even desired or necessary. + +As far as the business meetings, I think it would be more productive to try +and stimulate discussions across the different groups about what is working +and what is not. Too often the presenter speaks and the others are quiet +just waiting for their turn. The meetings might be better if held in a +round table discussion format. + +My suggestion for where to go is Austin. Play golf and rent a ski boat and +jet ski's. Flying somewhere takes too much time. +" +"allen-p/all_documents/372.","Message-ID: <31321003.1075855694002.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +mike grigsby is having problems with accessing the west power site. Can you +please make sure he has an active password. + +Thank you, + +Phillip" +"allen-p/all_documents/373.","Message-ID: <10184994.1075855694024.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 03:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Just wanted to give you an update. I have changed the unit mix to include +some 1 bedrooms and reduced the number of buildings to 12. Kipp Flores is +working on the construction drawings. At the same time I am pursuing FHA +financing. Once the construction drawings are complete I will send them to +you for a revised bid. Your original bid was competitive and I am still +attracted to your firm because of your strong local presence and contacts. + +Phillip" +"allen-p/all_documents/374.","Message-ID: <18045271.1075855694046.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 00:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Is there going to be a conference call or some type of weekly meeting about +all the regulatory issues facing California this week? Can you make sure the +gas desk is included. + +Phillip" +"allen-p/all_documents/375.","Message-ID: <21927077.1075855694068.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 22:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: Re: 2- SURVEY - PHILLIP ALLEN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/02/2001 +05:26 AM --------------------------- + + +Ina Rangel +05/01/2001 12:24 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: 2- SURVEY - PHILLIP ALLEN + + + + + +- +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 3-7041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? NO + If yes, who? + +Does anyone have permission to access your Email/Calendar? YES + If yes, who? INA RANGEL + +Are you responsible for updating anyone else's address book? + If yes, who? NO + +Is anyone else responsible for updating your address book? + If yes, who? NO + +Do you have access to a shared calendar? + If yes, which shared calendar? YES, West Calendar + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: NO + +Please list all Notes databases applications that you currently use: NONE + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: 7:00 AM To: 5:00 PM + +Will you be out of the office in the near future for vacation, leave, etc? NO + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + + + + + +" +"allen-p/all_documents/376.","Message-ID: <71885.1075855694091.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 4-URGENT - OWA Please print this now. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:01 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 4-URGENT - OWA Please print this now. + + +Current Notes User: + +REASONS FOR USING OUTLOOK WEB ACCESS (OWA) + +1. Once your mailbox has been migrated from Notes to Outlook, the Outlook +client will be configured on your computer. +After migration of your mailbox, you will not be able to send or recieve mail +via Notes, and you will not be able to start using Outlook until it is +configured by the Outlook Migration team the morning after your mailbox is +migrated. During this period, you can use Outlook Web Access (OWA) via your +web browser (Internet Explorer 5.0) to read and send mail. + +PLEASE NOTE: Your calendar entries, personal address book, journals, and +To-Do entries imported from Notes will not be available until the Outlook +client is configured on your desktop. + +2. Remote access to your mailbox. +After your Outlook client is configured, you can use Outlook Web Access (OWA) +for remote access to your mailbox. + +PLEASE NOTE: At this time, the OWA client is only accessible while +connecting to the Enron network (LAN). There are future plans to make OWA +available from your home or when traveling abroad. + +HOW TO ACCESS OUTLOOK WEB ACCESS (OWA) + +Launch Internet Explorer 5.0, and in the address window type: +http://nahou-msowa01p/exchange/john.doe + +Substitute ""john.doe"" with your first and last name, then click ENTER. You +will be prompted with a sign in box as shown below. Type in ""corp/your user +id"" for the user name and your NT password to logon to OWA and click OK. You +will now be able to view your mailbox. + + + +PLEASE NOTE: There are some subtle differences in the functionality between +the Outlook and OWA clients. You will not be able to do many of the things +in OWA that you can do in Outlook. Below is a brief list of *some* of the +functions NOT available via OWA: + +Features NOT available using OWA: + +- Tasks +- Journal +- Spell Checker +- Offline Use +- Printing Templates +- Reminders +- Timed Delivery +- Expiration +- Outlook Rules +- Voting, Message Flags and Message Recall +- Sharing Contacts with others +- Task Delegation +- Direct Resource Booking +- Personal Distribution Lists + +QUESTIONS OR CONCERNS? + +If you have questions or concerns using the OWA client, please contact the +Outlook 2000 question and answer Mailbox at: + + Outlook.2000@enron.com + +Otherwise, you may contact the Resolution Center at: + + 713-853-1411 + +Thank you, + +Outlook 2000 Migration Team +" +"allen-p/all_documents/377.","Message-ID: <227662.1075855694115.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:00 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 2- SURVEY/INFORMATION EMAIL + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. When you finish, simply click on the 'Reply' button then hit 'Send' +Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: + +Login ID: + +Extension: + +Office Location: + +What type of computer do you have? (Desktop, Laptop, Both) + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: To: + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + +" +"allen-p/all_documents/378.","Message-ID: <1122330.1075855694357.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 09:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: alan.comnes@enron.com +Subject: Re: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Alan Comnes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Alan, + +You should have received updated numbers from Keith Holst. Call me if you +did not receive them. + +Phillip" +"allen-p/all_documents/379.","Message-ID: <5416625.1075855694378.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 04:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +11:21 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/all_documents/38.","Message-ID: <4386611.1075855666328.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:41:00 -0800 (PST) +From: christi.nicolay@enron.com +To: phillip.allen@enron.com +Subject: Re: Talking points about California Gas market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Christi L Nicolay +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip--To the extent that we can give Chair Hoecker our spin on the reasons +for the hikes, we would like to. The Commission is getting calls from +legislators, DOE, etc. about the prices and is going to have to provide some +response. Better if it coincides with Enron's view and is not anti-market. +We still haven't decided what we will provide. You definitely will be +included in that discussion once we get the numbers from accounting. Thanks. + + + + + + From: Phillip K Allen 12/12/2000 12:03 PM + + +To: Christi L Nicolay/HOU/ECT@ECT +cc: + +Subject: Talking points about California Gas market + +Christy, + + I read these points and they definitely need some touch up. I don't +understand why we need to give our commentary on why prices are so high in +California. This subject has already gotten so much press. + +Phillip + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/12/2000 +12:01 PM --------------------------- +From: Leslie Lawner@ENRON on 12/12/2000 11:56 AM CST +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + + + + +" +"allen-p/all_documents/380.","Message-ID: <4046340.1075855694400.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +10:36 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/all_documents/381.","Message-ID: <25566108.1075855694421.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lisa.jones@enron.com +Subject: Re: Analyst Resume - Rafael Avila +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lisa Jones +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send to Karen Buckley. Trading track interview to be conducted in May. " +"allen-p/all_documents/382.","Message-ID: <25081898.1075855694443.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 03:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Cc: tim.belden@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.belden@enron.com +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: Tim Belden +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +Can you authorize access to the west power site for Keith Holtz. He is our +Southern California basis trader and is under a two year contract. + +On another note, is it my imagination or did the SARR website lower its +forecast for McNary discharge during May. It seems like the flows have been +lowered into the 130 range and there are fewer days near 170. Also the +second half of April doesn't seem to have panned out as I expected. The +outflows stayed at 100-110 at McNary. Can you email or call with some +additional insight? + +Thank you, + +Phillip" +"allen-p/all_documents/383.","Message-ID: <7142483.1075855694464.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Leander etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would look at properties in San Antonio or Dallas." +"allen-p/all_documents/384.","Message-ID: <19520652.1075855694485.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 06:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Gary Schmitz"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gary, + +I have also been speaking to Johnnie Brown in San Antonio to be the general +contractor. According to Johnnie, I would not be pay any less buying from +the factory versus purchasing the panels through him since my site is within +his region. Assuming this is true, I will work directly with him. I believe +he has sent you my plans. They were prepared by Kipp Flores architects. + +Can you confirm that the price is the same direct from the factory or from +the distributor? If you have the estimates worked up for Johnnie will you +please email them to me as well? + +Thank you for your time. I am excited about potentially using your product. + +Phillip Allen" +"allen-p/all_documents/385.","Message-ID: <21932146.1075855694506.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 01:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: FERC's Prospective Mitigation and Monitoring Plan for CA + Wholesale Electric Markets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ray, + +Is there any detail on the gas cost proxy. Which delivery points from which +publication will be used? Basically, can you help us get any clarification +on the language ""the average daily cost of gas for all delivery points in +California""? + +Phillip" +"allen-p/all_documents/386.","Message-ID: <18154553.1075855694528.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 08:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ned.higgins@enron.com +Subject: Re: Unocal WAHA Storage +Cc: mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mike.grigsby@enron.com +X-From: Phillip K Allen +X-To: Ned Higgins +X-cc: Mike Grigsby +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ned, + +Regarding the Waha storage, the west desk does not have a strong need for +this storage but we are always willing to show a bid based on the current +summer/winter spreads and cycling value. The following assumptions were made +to establish our bid: 5% daily injection capacity, 10% daily withdrawal +capacity, 1% fuel (injection only), 0.01/MMBtu variable injection and +withdrawal fees. Also an undiscounted June 01 to January 02 spread of $0.60 +existed at the time of this bid. + +Bid for a 1 year storage contract beginning June 01 based on above +assumptions: $0.05/ MMBtu/Month ($0.60/Year). Demand charges only. + +I am not sure if this is exactly what you need or not. Please call or email +with comments. + +Phillip Allen + +" +"allen-p/all_documents/387.","Message-ID: <13133529.1075855694550.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +01:51 PM --------------------------- + + +Ray Alvarez@ENRON +04/25/2001 11:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: This morning's Commission meeting delayed + +Phil, I suspect that discussions/negotiations are taking place behind closed +doors ""in smoke filled rooms"", if not directly between Commissioners then +among FERC staffers. Never say never, but I think it is highly unlikely that +the final order will contain a fixed price cap. I base this belief in large +part on what I heard at a luncheon I attended yesterday afternoon at which +the keynote speaker was FERC Chairman Curt Hebert. Although the Chairman +began his presentation by expressly stating that he would not comment or +answer questions on pending proceedings before the Commission, Hebert had +some enlightening comments which relate to price caps: + +Price caps are almost never the right answer +Price Caps will have the effect of prolonging shortages +Competitive choices for consumers is the right answer +Any solution, however short term, that does not increase supply or reduce +demand, is not acceptable +Eight out of eleven western Governors oppose price caps, in that they would +export California's problems to the West + +This is the latest intelligence I have on the matter, and it's a pretty +strong anti- price cap position. Of course, Hebert is just one Commissioner +out of 3 currently on the Commission, but he controls the meeting agenda and +if the draft order is not to his liking, the item could be bumped off the +agenda. Hope this info helps. Ray + + + + +Phillip K Allen@ECT +04/25/2001 02:28 PM +To: Ray Alvarez/NA/Enron@ENRON +cc: + +Subject: Re: This morning's Commission meeting delayed + +Are there behind closed doors discussions being held prior to the meeting? +Is there the potential for a surprise announcement of some sort of fixed +price gas or power cap once the open meeting finally happens? + + + +" +"allen-p/all_documents/388.","Message-ID: <14173036.1075855694572.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Are there behind closed doors discussions being held prior to the meeting? +Is there the potential for a surprise announcement of some sort of fixed +price gas or power cap once the open meeting finally happens?" +"allen-p/all_documents/389.","Message-ID: <3316000.1075855694593.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gary@creativepanel.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gary, + +Here is a photograph of a similar house. The dimensions would be 56'Wide X +41' Deep for the living area. In addition there will be a 6' deep two story +porch across the entire back and 30' across the front. A modification to the +front will be the addition of a gable across 25' on the left side. The +living area will be brought forward under this gable to be flush with the +front porch. + +I don't have my floor plan with me at work today, but will bring in tomorrow +and fax you a copy. + +Phillip Allen +713-853-7041 +pallen@enron.com + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +12:51 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/all_documents/39.","Message-ID: <6696349.1075855666349.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com +Subject: Talking points about California Gas market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Christy, + + I read these points and they definitely need some touch up. I don't +understand why we need to give our commentary on why prices are so high in +California. This subject has already gotten so much press. + +Phillip + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/12/2000 +12:01 PM --------------------------- +From: Leslie Lawner@ENRON on 12/12/2000 11:56 AM CST +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + +" +"allen-p/all_documents/390.","Message-ID: <31657794.1075855694614.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: eric.benson@enron.com +Subject: Re: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Eric Benson +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +it works. thank you" +"allen-p/all_documents/391.","Message-ID: <33480980.1075855694637.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + monique.sanchez@enron.com, randall.gay@enron.com, + frank.ermis@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, steven.south@enron.com, + jay.reitmeyer@enron.com, susan.scott@enron.com +Subject: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Monique Sanchez, Randall L Gay, Frank Ermis, Jane M Tholt, Tori Kuykendall, Steven P South, Jay Reitmeyer, Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +02:23 PM --------------------------- + + +Eric Benson@ENRON on 04/24/2001 11:47:40 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Instructions for FERC Meetings + +Mr. Allen - + +Per our phone conversation, please see the instructions below to get access +to view FERC meetings. Please advise if there are any problems, questions or +concerns. + +Eric Benson +Sr. Specialist +Enron Government Affairs - The Americas +713-853-1711 + +++++++++++++++++++++++++++ + +----- Forwarded by Eric Benson/NA/Enron on 04/24/2001 01:45 PM ----- + + Janet Butler + 11/06/2000 04:51 PM + + To: Eric.Benson@enron.com, Steve.Kean@enron.com, Richard.Shapiro@enron.com + cc: + Subject: Instructions for FERC Meetings + +As long as you are configured to receive Real Video, you should be able to +access the FERC meeting this Wednesday, November 8. The instructions are +below. + + +---------------------- Forwarded by Janet Butler/ET&S/Enron on 11/06/2000 +04:49 PM --------------------------- + + +Janet Butler +10/31/2000 04:12 PM +To: Christi.L.Nicolay@enron.com, James D Steffes/NA/Enron@Enron, +Rebecca.Cantrell@enron.com +cc: Shelley Corman/ET&S/Enron@Enron + +Subject: Instructions for FERC Meetings + + + + +Here is the URL address for the Capitol Connection. You should be able to +simply click on this URL below and it should come up for you. (This is +assuming your computer is configured for Real Video/Audio). We will pay for +the annual contract and bill your cost centers. + +You are connected for tomorrow as long as you have access to Real Video. + +http://www.capitolconnection.gmu.edu/ + +Instructions: + +Once into the Capitol Connection sight, click on FERC +Click on first line (either ""click here"" or box) +Dialogue box should require: user name: enron-y + password: fercnow + +Real Player will connect you to the meeting + +Expand your screen as you wish for easier viewing + +Adjust your sound as you wish + + + + + +" +"allen-p/all_documents/392.","Message-ID: <7018824.1075855694660.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 05:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Frank, + +The implied risk created by the san juan and rockies indeces being partially +set after today is the same as the risk in a long futures position. Whatever +the risk was prior should not matter. Since the rest of the books are very +short price this should be a large offset. If the VAR calculation does not +match the company's true risk then it needs to be revised or adjusted. + +Phillip" +"allen-p/all_documents/393.","Message-ID: <21557835.1075855694682.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 03:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I just spoke to the insurance company. They are going to cancel and prorate +my policy and work with the Kuo's to issue a new policy." +"allen-p/all_documents/394.","Message-ID: <1778378.1075855694703.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +09:26 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 04/24/2001 09:25 AM CDT +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: + +FYI, +o Selling 500/d of SoCal, XH lowers overall desk VAR by $8 million +o Selling 500K KV, lowers overall desk VAR by $4 million + +Frank + +" +"allen-p/all_documents/395.","Message-ID: <25764559.1075855694724.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +It is bidweek again. I need to provide view only ID's to the two major +publications that post the monthly indeces. Please email an id and password +to the following: + +Dexter Steis at Natural Gas Intelligence- dexter@intelligencepress.com + +Liane Kucher at Inside Ferc- lkuch@mh.com + +Bidweek is under way so it is critical that these id's are sent out asap. + +Thanks for your help, + +Phillip Allen" +"allen-p/all_documents/396.","Message-ID: <4999405.1075855694746.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Ashish Mahajan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send his resume to Karen Buckley. I believe there will be a full round of +interviews for the trading track in May." +"allen-p/all_documents/397.","Message-ID: <4703459.1075855694767.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Have him send his resume to Karen Buckley in HR. There is a new round of +trading track interviews in May. +" +"allen-p/all_documents/398.","Message-ID: <30350978.1075855694788.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Bryan Hull +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrea, + +After reviewing Bryan Hull's resume, I think he would be best suited for the +trading track program. Please forward his resume to Karen Buckley. + +Phillip" +"allen-p/all_documents/399.","Message-ID: <14420623.1075855694809.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: FW: Trading Track Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Chad deserves an interview." +"allen-p/all_documents/4.","Message-ID: <3077082.1075855665373.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:08:00 -0800 (PST) +From: announce@inbox.nytimes.com +To: pallen@ect.enron.com +Subject: Celebrate the Holidays with NYTimes.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""NYTimes.com"" +X-To: pallen@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +INSIDE NYTIMES.COM +The New York Times on the Web, Wednesday, December 13, 2000 +______________________________________________________ + +Dear Member, + +With the holidays approaching, we've brought together all +the information you need. In our special Holidays section, +you'll find reviews of holiday films, buying guides from +our technology experts at Circuits to help you find +computers and electronics, our special holiday Book Review +issue, information on travel in the snow or sun, and fun +ways to entertain the kids while they're home on vacation. + +Holidays is updated every day with all the holiday-related +information appearing in The New York Times, and it's +available only on the Web. + +http://www.nytimes.com/pages/holidays/?1213c + +Elsewhere on the site you can send your friends and family +NYTimes.com e-greeting cards featuring holiday photos from +The New York Times Photo Archives, and download a new +holiday screensaver that includes ten photographs from The +Times celebrating the magical season in the city. + +http://postcards.nytimes.com/specials/postcards/?1213c + +At Abuzz, you can join a discussion of the best places to +find holiday gifts online. + +http://nytimes.abuzz.com/interaction/s.124643/discussion/e/1.162 + +And at WineToday.com, you'll find the ""Holiday & Vine Food +and Wine Guide,"" to help you plan your holiday meals. +Select one of five classic seasonal entrees and let +WineToday.com recommend side dishes, desserts and the +perfect wines to uncork at the table. + +http://winetoday.com/holidayvine/?1213c + +Finally, please accept our best wishes for the holiday +season by visiting this special online e-greeting card: + +http://postcards.nytimes.com/specials/postcards/flash/?1213c + +------ +MORE NEW FEATURES +------ + +1. Get insights into the latest Internet trends +2. How dependable is your car? +3. Enjoy salsa music made in New York +4. Remembering John Lennon +5. Explore our exclusive Chechnya photo documentary +6. Bring today's news to your family table + +/--------------------advertisement----------------------\ + +Exclusive Travel Opportunities from Away.com. + +Sign up for free travel newsletters from Away.com and +discover the world's most extraordinary travel +destinations. From kayaking in Thailand to a weekend in +Maine, no other site meets our level of expertise or service +for booking a trip. Click to get away with our +Daily Escape newsletter! + +http://www.nytimes.com/ads/email/away/index3.html +\-----------------------------------------------------/ + +------ +1. Get insights on the latest Internet trends +------ + +At the end of a tumultuous year, the latest edition of The +New York Times's E-Commerce section looks at the larger +trends of business and marketing on the Internet. Articles +examine media buying, e-mail marketing, interactive kiosks, +nonprofit recruiting and celebrity endorsements. + +http://www.nytimes.com/library/tech/00/12/biztech/technology/?1213c + +------ +2. How dependable is your car? +------ + +Has your old clunker survived wind, fog and even windshield +wiper malfunction this winter season? See if your car +ranks among the most reliable according to J.D. Power & +Associates 2000 Vehicle Dependability Study. + +http://www.nytimes.com/yr/mo/day/auto/?1213c + +------ +3. Enjoy salsa music made in New York +------ + +Our latest Talking Music feature explores the history and +development of salsa. It includes an audio-visual timeline +and audio interviews with two of the music's most popular +artists -- salsa pioneer Johnny Pacheco and contemporary +singer La India. + +http://www.nytimes.com/library/music/102400salsa-intro.html?1213c + +------ +4. 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Bring today's news to your family's table +------ + +Conversation Starters, the newest feature of the Learning +Network, helps parents discuss the day's news with their +children. Monday through Friday, Conversation Starters +offers a set of newsworthy and provocative questions as +well as related articles from The Times. + +http://www.nytimes.com/learning/parents/conversation/?1213c + + +Thanks for reading. We hope you'll make a point of visiting +us today and every day. + +Sincerely, +Rich Meislin, Editor in Chief +New York Times Digital + +P.S. If you have a friend or colleague who might be +interested, feel free to forward this e-mail. + +ABOUT THIS E-MAIL +------------------------------------- +Your registration to NYTimes.com included permission to +send you information about new features and services. As a +member of the BBBOnline Privacy Program and the TRUSTe +privacy program, we are committed to protecting your +privacy. + +To unsubscribe from future mailings, visit: +http://www.nytimes.com/unsubscribe + +To change your e-mail address, please go to our help +center: +http://www.nytimes.com/help + +Suggestions and feedback are welcome at +feedback@nytimes.com. +Please do not reply directly to this e-mail." +"allen-p/all_documents/40.","Message-ID: <3989049.1075855666372.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:02:00 -0800 (PST) +From: richard.shapiro@enron.com +To: leslie.lawner@enron.com +Subject: Re: Talking points about California Gas market +Cc: christi.nicolay@enron.com, joe.hartsoe@enron.com, rebecca.cantrell@enron.com, + ruth.concannon@enron.com, stephanie.miller@enron.com, + phillip.allen@enron.com, jane.tholt@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: christi.nicolay@enron.com, joe.hartsoe@enron.com, rebecca.cantrell@enron.com, + ruth.concannon@enron.com, stephanie.miller@enron.com, + phillip.allen@enron.com, jane.tholt@enron.com +X-From: Richard Shapiro +X-To: Leslie Lawner +X-cc: Christi L Nicolay, Joe Hartsoe, Rebecca W Cantrell, Ruth Concannon, Stephanie Miller, Phillip K Allen, Jane M Tholt +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Leslie,after seeing point # 3 in writing , I would be extremely reluctant to +submit. This kind of conjecture about market manipulation , coming from us. +would only serve to fuel the fires of the naysayers- I would delete. Thanks. + + +From: Leslie Lawner on 12/12/2000 11:56 AM +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: + +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + + +" +"allen-p/all_documents/400.","Message-ID: <3749063.1075855694831.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 02:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: johnniebrown@juno.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: johnniebrown@juno.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Johnnie, + +Thank you for meeting with me on Friday. I left feeling very optimistic +about the panel system. I would like to find a way to incorporate the panels +into the home design I showed you. In order to make it feasible within my +budget I am sure it will take several iterations. The prospect of purchasing +the panels and having your framers install them may have to be considered. +However, my first choice would be for you to be the general contractor. + +I realize you receive a number of calls just seeking information about this +product with very little probability of a sale. I just want to assure you +that I am going to build this house in the fall and I would seriously +consider using the panel system if it truly was only a slight increase in +cost over stick built. + +Please email your cost estimates when complete. + +Thank you, + +Phillip Allen" +"allen-p/all_documents/401.","Message-ID: <28834319.1075855694852.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 05:03:00 -0700 (PDT) +From: gthorse@keyad.com +To: phillip.k.allen@enron.com +Subject: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Greg Thorse"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip & Kieth; +? +I completed the following documents last night and I forgot to get them +e-mailed to you, sorry. +? +Please call me later today. +? +Greg + - MapApplicationTeam Budget.xls + - Phillip Allen 4.18.01.doc" +"allen-p/all_documents/402.","Message-ID: <25299017.1075855694873.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 03:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: julie.pechersky@enron.com +Subject: Re: Do you still access data from Inteligence Press online?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie Pechersky +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I still use this service" +"allen-p/all_documents/403.","Message-ID: <32375771.1075855694895.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you please forward the presentation to Mog. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +02:50 PM --------------------------- +From: Karen Buckley/ENRON@enronXgate on 04/18/2001 10:56 AM CDT +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: RE: Presentation to Trading Track A&A + +Hi Philip + +If you do have slides preapred,, can you have your assistant e:mail a copy to +Mog Heu, who will conference in from New York. + +Thanks, karen + + -----Original Message----- +From: Allen, Phillip +Sent: Wednesday, April 18, 2001 10:30 AM +To: Buckley, Karen +Subject: Re: Presentation to Trading Track A&A + +The topic will the the western natural gas market. I may have overhead +slides. I will bring handouts. +" +"allen-p/all_documents/404.","Message-ID: <20930157.1075855694916.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 07:21:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Chad, + +Call Ted Bland about the trading track program. All the desks are trying to +use this program to train analysts to be traders. Your experience should +help you in the process and make the risk rotation unnecessary. Unless you +are dying to do another rotation is risk. + +Phillip " +"allen-p/all_documents/405.","Message-ID: <22047398.1075855694937.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 03:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: FW: 2nd lien info. and private lien info - The Stage Coach + Apartments, Phillip Allen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +How am I to send them the money for the silent second? Regular mail, +overnight, wire transfer? I don't see how their bank will make the funds +available by Friday unless I wire the money. If that is what I need to do +please send wiring instructions." +"allen-p/all_documents/406.","Message-ID: <9027883.1075855694959.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +The topic will the the western natural gas market. I may have overhead +slides. I will bring handouts." +"allen-p/all_documents/407.","Message-ID: <32049670.1075855694980.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 01:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +I am in the office today. Any isssues to deal with for the stagecoach? + +Phillip" +"allen-p/all_documents/408.","Message-ID: <9508620.1075855695004.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 01:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com, frank.ermis@enron.com, mike.grigsby@enron.com +Subject: approved trader list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Frank Ermis, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +08:10 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: approved trader list + +Enron Wholesale Services (EES Gas Desk) + +Approved Trader List: + + + +Name Title Region Basis Only + +Black, Don Vice President Any Desk + +Hewitt, Jess Director All Desks +Vanderhorst, Barry Director East, West +Shireman, Kris Director West +Des Champs, Joe Director Central +Reynolds, Roger Director West + +Migliano, Andy Manager Central +Wiltfong, Jim Manager All Desks + +Barker, Jim Sr, Specialist East +Fleming, Matt Sr. Specialist East - basis only +Tate, Paul Sr. Specialist East - basis only +Driscoll, Marde Sr. Specialist East - basis only +Arnold, Laura Sr. Specialist Central - basis only +Blaine, Jay Sr. Specialist East - basis only +Guerra, Jesus Sr. Specialist Central - basis only +Bangle, Christina Sr. Specialist East - basis only +Smith, Rhonda Sr. Specialist East - basis only +Boettcher, Amanda Sr. Specialist Central - basis only +Pendegraft, Sherry Sr. Specialist East - basis only +Ruby Robinson Specialist West - basis only +Diza, Alain Specialist East - basis only + +Monday, April 16, 2001 +Jess P. Hewitt +Revised +Approved Trader List.doc +" +"allen-p/all_documents/409.","Message-ID: <25179371.1075855695025.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 03:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: insurance - the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +The insurance company is: + +Central Insurance Agency, Inc +6000 N., Lamar +P.O. Box 15427 +Austin, TX 78761-5427 + +Policy #CBI420478 + +Contact: Jeanette Peterson + +(512)451-6551 + +The actual policy is signed by Vista Insurance Partners. + +Please try and schedule the appraiser for sometime after 1 p.m. so my Dad can +walk him around. + +I will be out of town on Tuesday. What else do we need to get done before +closing? + +Phillip" +"allen-p/all_documents/41.","Message-ID: <2194589.1075855666394.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 08:27:00 -0800 (PST) +From: jsmith@austintx.com +To: phillip.k.allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I WILL TALK TO LUTZ ABOUT HIS SHARE OF THE LEGAL BILLS. + +BASIC MARKETING PLAN FOR STAGE COACH: + +1. MAIL OUT FLYERS TO ALL APT. OWNERS IN SEGUIN (FOLLOW UP WITH PHONE +CALLS TO GOOD POTENTIAL BUYERS) +2. MAIL OUT FLYERS TO OWNERS IN SAN ANTONIO AND AUSTIN(SIMILAR SIZED +PROPERTIES) +3. ENTER THE INFO. ON TO VARIOUS INTERNET SITES +4. ADVERTISE ON CIB NETWORK (SENT BY E-MAIL TO +\= 2000 BROKERS) +5. PLACE IN AUSTIN MLS +6. ADVERTISE IN SAN ANTONIO AND AUSTIN PAPERS ON SUNDAYS +7. E-MAIL TO MY LIST OF +\- 400 BUYERS AND BROKERS +8. FOLLOW UP WITH PHONE CALLS TO MOST APPROPRIATE BUYERS IN MY LIST + + + + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Monday, December 11, 2000 2:44 PM +> To: jsmith@austintx.com +> Subject: +> +> +> Jeff, +> +> The file attached contains an operating statement for 2000 and a +> proforma for 2001. I will follow this week with a current rentroll. +> +> (See attached file: noi.xls) +> +> Regarding the Leander land, I am working with Van to get a loan and an +> appraisal. I will send a check for $250. +> +> Wasn't I supposed to get a check from Matt Lutz for $333 for part +> of Brenda +> Stone's legal bills? I don't think I received it. Can you follow up. +> +> When you get a chance, please fill me in on the marketing strategy for the +> Stagecoach. +> +> Phillip +>" +"allen-p/all_documents/410.","Message-ID: <1197199.1075855695047.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 05:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will email you with the insurance info tomorrow. " +"allen-p/all_documents/411.","Message-ID: <22229601.1075855695069.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/12/2001 +10:33 AM --------------------------- + + + + From: Phillip K Allen 04/12/2001 08:09 AM + + +To: Jeff Richter/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Tim +Heizenrader/PDX/ECT@ECT +cc: +Subject: + + + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip + + +" +"allen-p/all_documents/412.","Message-ID: <17864070.1075855695090.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com, tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden, Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip +" +"allen-p/all_documents/413.","Message-ID: <29927828.1075855695112.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 02:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will try and get my dad to take the appraiser into a couple of units. Let +me know the day and time. + +Phillip" +"allen-p/all_documents/414.","Message-ID: <16076840.1075855695133.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 07:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +It sounds like Claudia and Jacques are almost finished with the documents. +There is one item of which I was unsure. Was an environmental +report prepared before the original purchase? If yes, shouldn't it be listed +as an asset of the partnership and your costs be recovered? + +Phillip" +"allen-p/all_documents/415.","Message-ID: <23174834.1075855695156.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The spreadsheet looks fine to me. + +Phillip" +"allen-p/all_documents/416.","Message-ID: <33143257.1075855695177.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 04:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: nicholasnelson@centurytel.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: nicholasnelson@centurytel.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bruce, + +Thank you for your bid. I have decided on a floor plan. I am going to have +an architect in Austin draw the plans and help me work up a detailed +specification list. I will send you that detailed plan and spec list when +complete for a final bid. Probably in early to mid June. + +Phillip" +"allen-p/all_documents/417.","Message-ID: <1611308.1075855695200.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 10:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CAISO demand reduction +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2001 +05:50 PM --------------------------- + + Enron North America Corp. + + From: Stephen Swain 04/10/2001 11:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Heizenrader/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Michael M Driscoll/PDX/ECT@ECT, Chris +Mallory/PDX/ECT@ECT, Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Bill Williams +III/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT +Subject: CAISO demand reduction + +Phillip et al., + +I have been digging into the answer to your question re: demand reduction in +the West. Your intuition as to reductions seen so far (e.g., March 2001 vs. +March 2000) was absolutely correct. At this point, it appears that demand +over the last 12 months in the CAISO control area, after adjusting for +temperature and time of use factors, has fallen by about 6%. This translates +into a reduction of about 1,500-1,600 MWa for last month (March 2001) as +compared with the previous year. + +Looking forward into the summer, I believe that we will see further voluntary +reductions (as opposed to ""forced"" reductions via rolling blackouts). Other +forecasters (e.g., PIRA) are estimating that another 1,200-1,300 MWa (making +total year-on-year reduction = 2,700-2,800) will come off starting in June. +This scenario is not difficult to imagine, as it would require only a couple +more percentage points reduction in overall peak demand. Given that the 6% +decrease we have seen so far has come without any real price signals to the +retail market, and that rates are now scheduled to increase, I think that it +is possible we could see peak demand fall by as much as 10% relative to last +year. This would mean peak demand reductions of approx 3,300-3,500 MWa in +Jun-Aug. In addition, a number of efforts aimed specifically at conservation +are being promoted by the State, which can only increase the likelihood of +meeting, and perhaps exceeding, the 3,500 MWa figure. Finally, the general +economic slowdown in Calif could also further depress demand, or at least +make the 3,500 MWa number that much more attainable. + +Note that all the numbers I am reporting here are for the CAISO control area +only, which represents about 89% of total Calif load, or 36-37% of WSCC +(U.S.) summer load. I think it is reasonable to assume that the non-ISO +portion of Calif (i.e., LADWP and IID) will see similar reductions in +demand. As for the rest of the WSCC, that is a much more difficult call. As +you are aware, the Pacific NW has already seen about 2,000 MWa of aluminum +smelter load come off since Dec, and this load is expected to stay off at +least through Sep, and possibly for the next couple of years (if BPA gets its +wish). This figure represents approx 4% of the non-Calif WSCC. Several +mining operations in the SW and Rockies have recently announced that they are +sharply curtailing production. I have not yet been able to pin down exactly +how many MW this translates to, but I will continue to research the issue. +Other large industrials may follow suit, and the ripple effects from Calif's +economic slowdown could be a factor throughout the West. While the rest of +the WSCC may not see the 10%+ reductions that I am expecting in Calif, I +think we could easily expect an additional 2-3% (on top of the 4% already +realized), or approx 1,000-1,500 MWa, of further demand reduction in the +non-Calif WSCC for this summer. This would bring the total reduction for the +WSCC, including the 2,000 MWa aluminum load we have already seen, to around +6,500-7,000 MWa when compared with last summer. + +I am continuing to research and monitor the situation, and will provide you +with updates as new or better information becomes available. Meantime, I +hope this helps. Please feel free to call (503-464-8671) if you have any +questions or need any further information. +" +"allen-p/all_documents/418.","Message-ID: <2829833.1075855695221.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 07:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll from last friday. + +The closing was to be this Thursday but it has been delayed until Friday +April 20th. If you can stay on until April 20th that would be helpful. If +you have made other commitments I understand. + +Gary is planning to put an A/C in #35. + +You can give out my work numer (713) 853-7041 + +Phillip " +"allen-p/all_documents/419.","Message-ID: <14378361.1075855695243.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 03:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jhershey@sempratrading.com +Subject: Re: FW: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jed Hershey @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for your help." +"allen-p/all_documents/42.","Message-ID: <8145500.1075855666416.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 06:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: Re: (No Subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + The kids are into typical toys and games. Justin likes power +ranger stuff. Kelsey really likes art. Books would also be good. + + We are spending Christmas in Houston with Heather's sister. We +are planning to come to San Marcos for New Years. + + How long will you stay? what are your plans? Email me with +latest happenings with you in the big city. + +keith" +"allen-p/all_documents/420.","Message-ID: <31654122.1075855695264.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 09:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jhershey@sempratrading.com +Subject: Re: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jed Hershey @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jed, + +Thanks for the response. + +Phillip Allen" +"allen-p/all_documents/421.","Message-ID: <5314593.1075855695286.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 09:49:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark.taylor@enron.com +Subject: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Taylor +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/09/2001 +04:48 PM --------------------------- + + +Jed Hershey on 04/09/2001 02:29:39 PM +To: ""'pallen@enron.com'"" +cc: +Subject: SanJuan/SoCal spread prices + + +The following are the prices you requested. Unfortunately we are unwilling +to transact at these levels due to the current market volatility, but you +can consider these accurate market prices: + +May01-Oct01 Socal/Juan offer: 8.70 usd/mmbtu + +Apr02-Oct02 Socal/Juan offer: 3.53 usd/mmbtu + +Our present value mark to market calculations for these trades are as +follows: + +May01-Oct01 30,000/day @ 0.5975 = $44,165,200 + +Apr02-Oct02 @ 0.60 = $5,920,980 +Apr02-Oct02 @ 0.745 = $5,637,469 +Apr02-Oct02 @ 0.55 = $3,006,092 + +If you have any other questions call: (203) 355-5059 + +Jed Hershey + + +**************************************************************************** +This e-mail contains privileged attorney-client communications and/or +confidential information, and is only for the use by the intended recipient. +Receipt by an unintended recipient does not constitute a waiver of any +applicable privilege. + +Reading, disclosure, discussion, dissemination, distribution or copying of +this information by anyone other than the intended recipient or his or her +employees or agents is strictly prohibited. If you have received this +communication in error, please immediately notify us and delete the original +material from your computer. + +Sempra Energy Trading Corp. (SET) is not the same company as SDG&E or +SoCalGas, the utilities owned by SET's parent company. SET is not regulated +by the California Public Utilities Commission and you do not have to buy +SET's products and services to continue to receive quality regulated service +from the utilities. +**************************************************************************** +" +"allen-p/all_documents/422.","Message-ID: <482102.1075855695308.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 07:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I sent you an email last week stating that I would be in San Marcos on +Friday, April 13th. However, my closing has been postponed. As I mentioned +I am going to have Cary Kipp draw the plans for the residence and I will get +back in touch with you once he is finished. + +Regarding the multifamily project, I am going to work with a project manager +from San Antonio. For my first development project, I feel more comfortable +with their experience obtaining FHA financing. We are working with Kipp +Flores to finalize the floor plans and begin construction drawings. Your bid +for the construction is competive with other construction estimates. I am +still attracted to your firm as the possible builder due to your strong local +relationships. I will get back in touch with you once we have made the final +determination on unit mix and site plan. + +Phillip Allen" +"allen-p/all_documents/423.","Message-ID: <16079397.1075855695329.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 02:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The amounts needed to fill in the blanks on Exhibit ""B"" are as follows: + +Kipp Flores-Total Contract was $23,600 but $2,375 was paid and only $21,225 +is outstanding. + +Kohutek- $2,150 + +Cuatro- $37,800 + + +George & Larry paid $3,500 for the appraisal and I agreed to reimburse this +amount. + +The total cash that Keith and I will pay the Sellers is $5,875 ($3,500 +appraisal and $2,375 engineering). I couldn't find any reference to this +cash consideration to be paid by the buyers. + +Let me know if I need to do anything else before you can forward this to the +sellers to be executed. + +Phillip + + +" +"allen-p/all_documents/424.","Message-ID: <32586184.1075855695351.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 02:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Regarding the employment agreement, Mike declined without a counter. Keith +said he would sign for $75K cash/$250 equity. I still believe Frank should +receive the same signing incentives as Keith. + +Phillip" +"allen-p/all_documents/425.","Message-ID: <563779.1075855695372.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 07:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: Re: Answers to List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Reagan Lehmann"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the response. I think you are right that engaging an architect is +the next logical step. I had already contacted Cary Kipp and sent him the +floor plan. +He got back to me yesterday with his first draft. He took my plan and +improved it. I am going to officially engage Cary to draw the plans. While +he works on those I wanted to try and work out a detailed specification +list. Also, I would like to visit a couple of homes that you have built and +speak to 1 or 2 satisfied home owners. I will be in San Marcos on Friday +April 13th. Are there any homes near completion that I could walk through +that day? Also can you provide some references? + +Once I have the plans and specs, I will send them to you so you can adjust +your bid. + +Phillip" +"allen-p/all_documents/426.","Message-ID: <13099327.1075855695394.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 00:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: EES Gas Desk Happy Hour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Do you have a distribution list to send this to all the traders. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/04/2001 +07:11 AM --------------------------- +To: Fred Lagrasta/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, James W Lewis/HOU/EES@EES +cc: +Subject: EES Gas Desk Happy Hour + +Fred/Phillip/Scott: We are having a happy hour at Sambuca this Thursday, +please be our guests and invite anyone on your desks that would be interested +in meeting some of the new gas desk team. + +http://www.americangreetings.com/pickup.pd?i=172082367&m=1891 + + +Thank you, + +Jess +" +"allen-p/all_documents/427.","Message-ID: <9766679.1075855695415.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The assets and liabilities that we are willing to assume are listed below: + +Assets: + +Land +Preliminary Architecture Design-Kipp Flores Architects +Preliminary Engineering-Cuatro Consultants, Ltd. +Soils Study-Kohutek Engineering & Testing, Inc. +Appraisal-Atrium Real Estate Services + + +Liabilities: + +Note to Phillip Allen +Outstanding Invoices to Kipp Flores, Cuatro, and Kohutek + + +Additional Consideration or Concessions + +Forgive interest due +Reimburse $3,500 for appraisal and $2,375 for partial payment to engineer + +Let me know if you need more detail. + +Phillip" +"allen-p/all_documents/428.","Message-ID: <301614.1075855695436.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: sara.solorio@enron.com +Subject: Re: Location +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Sara Solorio +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +My location is eb3210C" +"allen-p/all_documents/429.","Message-ID: <2509894.1075855695463.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Enron Center Garage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/02/2001 +02:49 PM --------------------------- + + +Parking & Transportation@ENRON +03/28/2001 02:07 PM +Sent by: DeShonda Hamilton@ENRON +To: Brad Alford/NA/Enron@Enron, Megan Angelos/Enron@EnronXGate, Suzanne +Adams/HOU/ECT@ECT, John Allario/Enron@EnronXGate, Phillip K +Allen/HOU/ECT@ECT, Irma Alvarez/Enron@EnronXGate, Airam Arteaga/HOU/ECT@ECT, +Berney C Aucoin/HOU/ECT@ECT, Peggy Banczak/HOU/ECT@ECT, Robin +Barbe/HOU/ECT@ECT, Edward D Baughman/Enron@EnronXGate, Pam +Becton/Enron@EnronXGate, Corry Bentley/HOU/ECT@ECT, Patricia +Bloom/Enron@EnronXGate, Sandra F Brawner/HOU/ECT@ECT, Jerry +Britain/Enron@EnronXGate, Lisa Bills/Enron@EnronXGate, Michelle +Blaine/ENRON@enronXgate, Eric Boyt/Corp/Enron@Enron, Cheryl +Arguijo/Enron@EnronXGate, Jeff Ader/HOU/EES@EES, Mark Bernstein/HOU/EES@EES, +Kimberly Brown/HOU/ECT@ECT, Gary Bryan/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Bob Carter/HOU/ECT@ECT, Carol Carter/Enron@EnronXGate, +Carmen Chavira/Enron@EnronXGate, Christopher K Clark/Enron@EnronXGate, Morris +Richard Clark/Enron@EnronXGate, Terri Clynes/HOU/ECT@ECT, Karla +Compean/Enron@EnronXGate, Ruth Concannon/HOU/ECT@ECT, Patrick +Conner/HOU/ECT@ECT, Sheri L Cromwell/Enron@EnronXGate, Edith +Cross/HOU/ECT@ECT, Martin Cuilla/HOU/ECT@ECT, Mike Curry/Enron@EnronXGate, +Michael Danielson/SF/ECT@ECT, Peter del Vecchio/HOU/ECT@ECT, Barbara G +Dillard/Corp/Enron@Enron@ECT, Rufino Doroteo/Enron@EnronXGate, Christine +Drummond/HOU/ECT@ECT, Tom Dutta/HOU/ECT@ECT, Laynie East/Enron@EnronXGate, +John Enerson/HOU/ECT@ECT, David Fairley/Enron@EnronXGate, Nony +Flores/HOU/ECT@ECT, Craig A Fox/Enron@EnronXGate, Julie S +Gartner/Enron@EnronXGate, Maria Garza/HOU/ECT@ECT, Chris Germany/HOU/ECT@ECT, +Monica Butler/Enron@EnronXGate, Chris Clark/NA/Enron@Enron, Christopher +Coffman/Corp/Enron@Enron, Ron Coker/Corp/Enron@Enron, John +Coleman/EWC/Enron@Enron, Nicki Daw/Enron@EnronXGate, Ranabir +Dutt/Enron@EnronXGate, Kurt Eggebrecht/ENRON@enronxgate, Marsha +Francis/Enron@EnronXGate, Robert H George/NA/Enron@Enron, Nancy +Corbet/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Margaret +Doucette/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Maria E +Garcia/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Humberto +Cubillos-Uejbe/HOU/EES@EES, Barton Clark/HOU/ECT@ECT, Ned E +Crady/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stinson Gibner/HOU/ECT@ECT, Stacy +Gibson/Enron@EnronXGate, George N Gilbert/HOU/ECT@ECT, Mathew +Gimble/HOU/ECT@ECT, Barbara N Gray/HOU/ECT@ECT, Alisa Green/Enron@EnronXGate, +Robert Greer/HOU/ECT@ECT, Wayne Gresham/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Linda R Guinn/HOU/ECT@ECT, Cathy L Harris/HOU/ECT@ECT, +Tosha Henderson/HOU/ECT@ECT, Scott Hendrickson/HOU/ECT@ECT, Nick +Hiemstra/HOU/ECT@ECT, Kimberly Hillis/Enron@EnronXGate, Dorie +Hitchcock/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Georgeanne +Hodges/Enron@EnronXGate, Jeff Hoover/HOU/ECT@ECT, Brad Horn/HOU/ECT@ECT, John +House/HOU/ECT@ECT, Joseph Hrgovcic/Enron@EnronXGate, Dan J Hyvl/HOU/ECT@ECT, +Steve Irvin/HOU/ECT@ECT, Rhett Jackson/Enron@EnronXGate, Patrick +Johnson/HOU/ECT@ECT, Amy Jon/Enron@EnronXGate, Tana Jones/HOU/ECT@ECT, Peter +F Keavey/HOU/ECT@ECT, Jeffrey Keenan/HOU/ECT@ECT, Brian +Kerrigan/Enron@EnronXGate, Kyle Kettler/HOU/ECT@ECT, Faith +Killen/Enron@EnronXGate, Joe Gordon/Enron@EnronXGate, Bruce +Harris/NA/Enron@Enron, Chris Herron/Enron@EnronXGate, Melissa +Jones/NA/Enron@ENRON, Lynna Kacal/Enron@EnronXGate, Allan +Keel/Enron@EnronXGate, Mary Kimball/NA/Enron@Enron, Bruce +Golden/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kim +Hickok/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Elizabeth Howley/HOU/EES@EES, +John King/Enron Communications@Enron Communications, Jeff +Kinneman/Enron@EnronXGate, Troy Klussmann/Enron@EnronXGate, Mark +Knippa/HOU/ECT@ECT, Deb Korkmas/HOU/ECT@ECT, Heather Kroll/Enron@EnronXGate, +Kevin Kuykendall/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Andrew H +Lewis/HOU/ECT@ECT, Lindsay Long/Enron@EnronXGate, Blanca A +Lopez/Enron@EnronXGate, Gretchen Lotz/HOU/ECT@ECT, Dan Lyons/HOU/ECT@ECT, +Molly Magee/Enron@EnronXGate, Kelly Mahmoud/HOU/ECT@ECT, David +Marks/HOU/ECT@ECT, Greg Martin/HOU/ECT@ECT, Jennifer Martinez/HOU/ECT@ECT, +Deirdre McCaffrey/HOU/ECT@ECT, George McCormick/Enron@EnronXGate, Travis +McCullough/HOU/ECT@ECT, Brad McKay/HOU/ECT@ECT, Brad +McSherry/Enron@EnronXGate, Lisa Mellencamp/HOU/ECT@ECT, Kim +Melodick/Enron@EnronXGate, Chris Meyer/HOU/ECT@ECT, Mike J +Miller/HOU/ECT@ECT, Don Miller/HOU/ECT@ECT, Patrice L Mims/HOU/ECT@ECT, +Yvette Miroballi/Enron@EnronXGate, Fred Mitro/HOU/ECT@ECT, Eric +Moon/HOU/ECT@ECT, Janice R Moore/HOU/ECT@ECT, Greg Krause/Corp/Enron@Enron, +Steven Krimsky/Corp/Enron@Enron, Shahnaz Lakho/NA/Enron@Enron, Chris +Lenartowicz/Corp/Enron@ENRON, Kay Mann/Corp/Enron@Enron, Judy +Martinez/Enron@EnronXGate, Jesus Melendrez/Enron@EnronXGate, Michael L +Miller/NA/Enron@Enron, Stephanie Miller/Corp/Enron@ENRON, Veronica +Montiel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kenneth Krasny/Enron@EnronXGate, +Janet H Moore/HOU/ECT@ECT, Brad Morse/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Gerald Nemec/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, Mary Ogden/HOU/ECT@ECT, +Sandy Olitsky/HOU/ECT@ECT, Roger Ondreko/Enron@EnronXGate, Ozzie +Pagan/Enron@EnronXGate, Rhonna Palmer/Enron@EnronXGate, Anita K +Patton/HOU/ECT@ECT, Laura R Pena/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +Debra Perlingiere/HOU/ECT@ECT, John Peyton/HOU/ECT@ECT, Paul +Pizzolato/Enron@EnronXGate, Laura Podurgiel/HOU/ECT@ECT, David +Portz/HOU/ECT@ECT, Joan Quick/Enron@EnronXGate, Dutch Quigley/HOU/ECT@ECT, +Pat Radford/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Robert W Rimbau/HOU/ECT@ECT, +Andrea Ring/HOU/ECT@ECT, Amy Rios/Enron@EnronXGate, Benjamin +Rogers/HOU/ECT@ECT, Kevin Ruscitti/HOU/ECT@ECT, Elizabeth Sager/HOU/ECT@ECT, +Richard B Sanders/HOU/ECT@ECT, Janelle Scheuer/Enron@EnronXGate, Lance +Schuler-Legal/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, Caroline Nugent/Enron@EnronXGate, Richard +Orellana/ENRON@enronXgate, Michelle Parks/Enron@EnronXGate, Steve +Pruett/Enron@EnronXGate, Mitch Robinson/Corp/Enron@Enron, Susan +Musch/Enron@EnronXGate, Larry Pardue/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Daniel R Rogers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Frank +Sayre/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kevin P Radous/Corp/Enron@Enron, +Tammy R Shepperd/Enron@EnronXGate, Cris Sherman/Enron@EnronXGate, Hunter S +Shively/HOU/ECT@ECT, Lisa Shoemake/HOU/ECT@ECT, James Simpson/HOU/ECT@ECT, +Jeanie Slone/Enron@EnronXGate, Gregory P Smith/Enron@EnronXGate, Susan +Smith/Enron@EnronXGate, Will F Smith/Enron@EnronXGate, Maureen +Smith/HOU/ECT@ECT, Shari Stack/HOU/ECT@ECT, Geoff Storey/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, John Swafford/Enron@EnronXGate, Ron +Tapscott/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, Stephen Thome/HOU/ECT@ECT, +Larry Valderrama/Enron@EnronXGate, Steve Van Hooser/HOU/ECT@ECT, Hope +Vargas/Enron@EnronXGate, Brian Vass/HOU/ECT@ECT, Victoria Versen/HOU/ECT@ECT, +Charles Vetters/HOU/ECT@ECT, Janet H Wallis/HOU/ECT@ECT, Samuel +Wehn/HOU/ECT@ECT, Jason R Wiesepape/HOU/ECT@ECT, Allen Wilhite/HOU/ECT@ECT, +Bill Williams/PDX/ECT@ECT, Stephen Wolfe/Enron@EnronXGate, Stuart +Zisman/HOU/ECT@ECT, George Zivic/HOU/ECT@ECT, Mary Sontag/Enron@EnronXGate, +Eric Thode/Corp/Enron@ENRON, Carl Tricoli/Corp/Enron@Enron, Shiji +Varkey/Enron@EnronXGate, Frank W Vickers/NA/Enron@Enron, Greg +Whiting/Enron@EnronXGate, Becky Young/NA/Enron@Enron, Emily +Adamo/Enron@EnronXGate, Jacqueline P Adams/HOU/ECT@ECT, Janie +Aguayo/HOU/ECT@ECT, Peggy Alix/ENRON@enronXgate, Thresa A Allen/HOU/ECT@ECT, +Sherry Anastas/HOU/ECT@ECT, Kristin Armstrong/Enron@EnronXGate, Veronica I +Arriaga/HOU/ECT@ECT, Susie Ayala/HOU/ECT@ECT, Natalie Baker/HOU/ECT@ECT, +Michael Barber/Enron@EnronXGate, Gloria G Barkowsky/HOU/ECT@ECT, Wilma +Bleshman/Enron@EnronXGate, Dan Bruce/Enron@EnronXGate, Richard +Burchfield/Enron@EnronXGate, Anthony Campos/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Betty Chan/Enron@EnronXGate, Jason +Chumley/Enron@EnronXGate, Marilyn Colbert/HOU/ECT@ECT, Audrey +Cook/HOU/ECT@ECT, Diane H Cook/HOU/ECT@ECT, Magdelena Cruz/Enron@EnronXGate, +Bridgette Anderson/Corp/Enron@ENRON, Walt Appel/ENRON@enronXgate, David +Berberian/Enron@EnronXGate, Sherry Butler/Enron@EnronXGate, Rosie +Castillo/Enron@EnronXGate, Christopher B Clark/Corp/Enron@Enron, Patrick +Davis/Enron@EnronXGate, Larry Cash/Enron Communications@Enron Communications, +Mathis Conner/Enron@EnronXGate, Lawrence R Daze/Enron@EnronXGate, Rhonda L +Denton/HOU/ECT@ECT, Bradley Diebner/Enron@EnronXGate, Anna M +Docwra/HOU/ECT@ECT, Kenneth D'Silva/HOU/ECT@ECT, Karen Easley/HOU/ECT@ECT, +Kenneth W Ellerman/Enron@EnronXGate, Allen Elliott/Enron@EnronXGate, Rene +Enriquez/Enron@EnronXGate, Soo-Lian Eng Ervin/Enron@EnronXGate, Irene +Flynn/HOU/ECT@ECT, Christopher Funk/Enron@EnronXGate, Jim +Fussell/Enron@EnronXGate, Clarissa Garcia/HOU/ECT@ECT, Lisa +Gillette/HOU/ECT@ECT, Carolyn Gilley/HOU/ECT@ECT, Gerri Gosnell/HOU/ECT@ECT, +Jeffrey C Gossett/HOU/ECT@ECT, Michael Guadarrama/Enron@EnronXGate, Victor +Guggenheim/HOU/ECT@ECT, Cynthia Hakemack/HOU/ECT@ECT, Kenneth M +Harmon/Enron@EnronXGate, Susan Harrison/Enron@EnronXGate, Elizabeth L +Hernandez/HOU/ECT@ECT, Meredith Homco/HOU/ECT@ECT, Alton Honore/HOU/ECT@ECT, +Roberto Deleon/Enron@EnronXGate, Jay Desai/HR/Corp/Enron@ENRON, Hal +Elrod/Enron@EnronXGate, Paul Finken/Enron@EnronXGate, Brenda +Flores-Cuellar/Enron@EnronXGate, Irma Fuentes/Enron@EnronXGate, Jim +Gearhart/Enron@EnronXGate, Camille Gerard/Corp/Enron@ENRON, Sharon +Gonzales/NA/Enron@ENRON, Carolyn Graham/Enron@EnronXGate, Thomas D +Gros/Enron@EnronXGate, Sam Guerrero/Enron@EnronXGate, Andrew +Hawthorn/Enron@EnronXGate, Katherine Herrera/Corp/Enron@ENRON, Christopher +Ducker/Enron@EnronXGate, Jarod Jenson/Enron@EnronXGate, Wenyao +Jia/Enron@EnronXGate, Kam Keiser/HOU/ECT@ECT, Katherine L Kelly/HOU/ECT@ECT, +William Kelly/HOU/ECT@ECT, Dawn C Kenne/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Karen Lambert/HOU/ECT@ECT, Jenny +Latham/HOU/ECT@ECT, Jonathan Le/Enron@EnronXGate, Lisa Lees/HOU/ECT@ECT, Kori +Loibl/HOU/ECT@ECT, Duong Luu/Enron@EnronXGate, Shari Mao/HOU/ECT@ECT, David +Maxwell/Enron@EnronXGate, Mark McClure/HOU/ECT@ECT, Doug +McDowell/Enron@EnronXGate, Gregory McIntyre/Enron@EnronXGate, Darren +McNair/Enron@EnronXGate, Keith Meurer/Enron@EnronXGate, Jackie +Morgan/HOU/ECT@ECT, Melissa Ann Murphy/HOU/ECT@ECT, Gary Nelson/HOU/ECT@ECT, +Michael Neves/Enron@EnronXGate, Joanie H Ngo/HOU/ECT@ECT, Thu T +Nguyen/HOU/ECT@ECT, Angela Hylton/Enron@EnronXGate, Jeff +Johnson/Enron@EnronXGate, Laura Johnson/Enron@EnronXGate, Robert W +Jones/Enron@EnronXGate, Kara Knop/Enron@EnronXGate, John +Letvin/Enron@EnronXGate, Kathy Link/Enron@EnronXGate, Teresa +McOmber/NA/Enron@ENRON, James Moore/Enron@EnronXGate, Jennifer +Nguyen/Corp/Enron@ENRON, ThuHa Nguyen/Enron@EnronXGate, George +Nguyen/Enron@EnronXGate, Reina Mendez/Enron@EnronXGate, Frank Karbarz/Enron +Communications@Enron Communications, William May/Enron Communications@Enron +Communications, John Norden/Enron@EnronXGate, Kimberly S Olinger/HOU/ECT@ECT, +Richard Pinion/HOU/ECT@ECT, Bryan Powell/Enron@EnronXGate, Phillip C. +Randle/Enron@EnronXGate, Leslie Reeves/HOU/ECT@ECT, Stacey +Richardson/HOU/ECT@ECT, Drew Ries/Enron@EnronXGate, Jose Ruiz/MAD/ECT@ECT, +Tammie Schoppe/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Sherlyn +Schumack/HOU/ECT@ECT, Susan M Scott/HOU/ECT@ECT, Stephanie Sever/HOU/ECT@ECT, +Russ Severson/HOU/ECT@ECT, John Shupak/Enron@EnronXGate, Bruce +Smith/Enron@EnronXGate, George F Smith/HOU/ECT@ECT, Will F +Smith/Enron@EnronXGate, Mary Solmonson/Enron@EnronXGate, Sai +Sreerama/HOU/ECT@ECT, Mechelle Stevens/HOU/ECT@ECT, Patti +Sullivan/HOU/ECT@ECT, Robert Superty/HOU/ECT@ECT, Michael +Swaim/Enron@EnronXGate, Janette Oquendo/Enron@EnronXGate, Ryan +Orsak/ENRON@enronXgate, Mark Palmer/Corp/Enron@ENRON, Michael K +Patrick/Enron@EnronXGate, John Pavetto/Enron@EnronXGate, Catherine +Pernot/Enron@EnronXGate, John D Reese/Enron@EnronXGate, Sandy +Rivas/Enron@EnronXGate, Sean Sargent/Enron@EnronXGate, Vanessa +Schulte/Enron@EnronXGate, Rex Shelby/Enron@EnronXGate, Jeffrey +Snyder/Enron@EnronXGate, Joe Steele/Enron@EnronXGate, Omar +Taha/Enron@EnronXGate, Diana Peters/Enron@EnronXGate@ENRON_DEVELOPMENt, Harry +Swinton/Enron@EnronXGate, James Post/Enron Communications@Enron +Communications, Mable Tang/Enron@EnronXGate, Sheri Thomas/HOU/ECT@ECT, +Alfonso Trabulsi/HOU/ECT@ECT, Susan D Trevino/HOU/ECT@ECT, Connie +Truong/Enron@EnronXGate, Khadiza Uddin/Enron@EnronXGate, Adarsh +Vakharia/HOU/ECT@ECT, Rennu Varghese/Enron@EnronXGate, Kimberly +Vaughn/HOU/ECT@ECT, Judy Walters/HOU/ECT@ECT, Mary +Weatherstone/Enron@EnronXGate, Stacey W White/HOU/ECT@ECT, Jason +Williams/HOU/ECT@ECT, Scott Williamson/Enron@EnronXGate, O'Neal D +Winfree/HOU/ECT@ECT, Jeremy Wong/Enron@EnronXGate, Rita Wynne/HOU/ECT@ECT, +Steve Tenney/Enron@EnronXGate, Todd Thelen/Enron@EnronXGate, N Jessie +Wang/Enron@EnronXGate, Gwendolyn Williams/ENRON@enronXgate, Dejoun +Windless/Corp/Enron@ENRON, Jeanne Wukasch/Corp/Enron@ENRON, Lisa +Yarbrough/Enron@EnronXGate, Will Zamer/Enron@EnronXGate, Ned +Higgins/HOU/ECT@ECT, Saji John/Enron Communications@Enron Communications, +Francisco Pinto Leite/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Barry +Tycholiz/NA/Enron@ENRON, Bob M Hall/NA/Enron@Enron, Pamela +Brown/NA/Enron@Enron, Gerri Gosnell/HOU/ECT@ECT +cc: Louis Allen/EPSC/HOU/ECT@ECT, Raquel Lopez/Corp/Enron@ENRON +Subject: Enron Center Garage + +The Enron Center garage will be opening very soon. + +Employees who work for business units that are scheduled to move to the new +building and currently park in the Allen Center or Met garages are being +offered a parking space in the new Enron Center garage. + +This is the only offer you will receive during the initial migration to the +new garage. Spaces will be filled on a first come first served basis. The +cost for the new garage will be the same as Allen Center garage which is +currently $165.00 per month, less the company subsidy, leaving a monthly +employee cost of $94.00. + +If you choose not to accept this offer at this time, you may add your name to +the Enron Center garage waiting list at a later day and offers will be made +as spaces become available. + +The Saturn Ring that connects the garage and both buildings will not be +opened until summer 2001. All initial parkers will have to use the street +level entrance to Enron Center North until Saturn Ring access is available. +Garage stairways next to the elevator lobbies at each floor may be used as an +exit in the event of elevator trouble. + +If you are interested in accepting this offer, please reply via email to +Parking and Transportation as soon as you reach a decision. Following your +email, arrangements will be made for you to turn in your old parking card and +receive a parking transponder along with a new information packet for the new +garage. + +The Parking and Transportation desk may be reached via email at Parking and +Transportation/Corp/Enron or 713-853-7060 with any questions. + +(You must enter & exit on Clay St. the first two weeks, also pedestrians, +will have to use the garage stairwell located on the corner of Bell & Smith.) + + + + + + + + + +" +"allen-p/all_documents/43.","Message-ID: <32905404.1075855666437.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a final 12/01 rentroll for you to save. My only questions are: + +1. Neil Moreno in #21-he paid $120 on 11/24, but did not pay anything on +12/01. Even if he wants to swich to bi-weekly, he needs to pay at the +beginning + of the two week period. What is going on? + +2. Gilbert in #27-is he just late? + + +Here is a file for 12/08." +"allen-p/all_documents/430.","Message-ID: <5875069.1075855695485.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +https://www4.rsweb.com/61045/" +"allen-p/all_documents/431.","Message-ID: <25151037.1075855695507.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 04:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques + +I am out of the office for the rest of the week. Have you ever seen anyone +miss as much work as I have in the last 6 weeks? I assure you this is +unusual for me. +Hopefully we can sign some documents on Monday. Call me on my cell phone if +you need me. + +Phillip" +"allen-p/all_documents/432.","Message-ID: <28301777.1075855695528.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 03:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I am still reviewing the numbers but here are some initial thoughts. + +Are you proposing a cost plus contract with no cap? + +What role would you play in obtaining financing? Any experience with FHA +221(d) loans? + +Although your fees are lower than George and Larry I am still getting market +quotes lower yet. I have received estimates structured as follows: + + 5% - onsite expenses, supervision, clean up, equipment + 2%- overhead + 4%- profit + +I just wanted to give you this initial feedback. I have also attached an +extremely primitive spreadsheet to outline the project. As you can see even +reducing the builders fees to the numbers above the project would only +generate $219,194 of cash flow for a return of 21%. I am not thrilled about +such a low return. I think I need to find a way to get the total cost down +to $10,500,000 which would boost the return to 31%. Any ideas? + +I realize that you are offering significant development experience plus you +local connections. I am not discounting those services. I will be out of +the office for the rest of the week, but I will call you early next week. + +Phillip + + + + + +" +"allen-p/all_documents/433.","Message-ID: <353722.1075855695551.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:17 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/all_documents/434.","Message-ID: <5878808.1075855695572.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:10 AM --------------------------- + + + on 03/29/2001 07:58:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/all_documents/435.","Message-ID: <20885647.1075855695595.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:03 AM --------------------------- + + + on 03/29/2001 07:36:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +------Transcript of session follows ------- +scsatkfa@caprock.net +The user's email name is not found. + + + +Received: from postmaster.enron.com ([192.152.140.9]) by mail1.caprock.net +with Microsoft SMTPSVC(5.5.1877.197.19); Thu, 29 Mar 2001 09:36:49 -0600 +Received: from mailman.enron.com (mailman.enron.com [192.168.189.66]) by +postmaster.enron.com (8.8.8/8.8.8/postmaster-1.00) with ESMTP id PAB09150 for +; Thu, 29 Mar 2001 15:42:03 GMT +From: Phillip.K.Allen@enron.com +Received: from nahou-msmsw03px.corp.enron.com ([172.28.10.39]) by +mailman.enron.com (8.10.1/8.10.1/corp-1.05) with ESMTP id f2TFg2L03725 for +; Thu, 29 Mar 2001 09:42:02 -0600 (CST) +Received: from ene-mta01.enron.com (unverified) by +nahou-msmsw03px.corp.enron.com (Content Technologies SMTPRS 4.1.5) with ESMTP +id for +; Thu, 29 Mar 2001 09:42:04 -0600 +To: scsatkfa@caprock.net +Date: Thu, 29 Mar 2001 09:41:58 -0600 +Message-ID: +X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.6 |December +14, 2000) at 03/29/2001 09:38:28 AM +MIME-Version: 1.0 +Content-type: multipart/mixed ; +Boundary=""0__=86256A1E00535FA28f9e8a93df938690918c86256A1E00535FA2"" +Content-Disposition: inline +Return-Path: Phillip.K.Allen@enron.com + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/all_documents/436.","Message-ID: <12157190.1075855695617.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More cabinets, +maybe a different shaped island, and a way to enlarge the pantry. Reagan +suggested that I find a way to make the exterior more attractive. I want to +keep a simple roof line to avoid leaks, but I was thinking about bringing the +left +side forward in the front of the house and place 1 gable in the front. That +might look good if the exterior was stone and stucco. Also the front porch +would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead and +have the plans done so I can spec out all the finishings and choose a builder. +I just wanted to give you the opportunity to do the work. As I mentioned my +alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/all_documents/437.","Message-ID: <12970945.1075855695638.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 23:13:00 -0800 (PST) +From: phillip.allen@enron.com +To: barry.tycholiz@enron.com +Subject: Re: Opening Day - Baseball Tickets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +no problem" +"allen-p/all_documents/438.","Message-ID: <33097150.1075855695661.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 08:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Thank you for the quick response on the bid for the residence. Below is a +list of questions on the specs: + +1. Is the framing Lumber #2 yellow pine? Wouldn't fir or spruce warp less +and cost about the same? + +2. What type of floor joist would be used? 2x12 or some sort of factory +joist? + +3. What type for roof framing? On site built rafters? or engineered trusses? + +4. Are you planning for insulation between floors to dampen sound? What +type of insulation in floors and ceiling? Batts or blown? Fiberglass or +Cellulose? + +5. Any ridge venting or other vents (power or turbine)? + +6. Did you bid for interior windows to have trim on 4 sides? I didn't know +the difference between an apron and a stool. + +7. Do you do anything special under the upstairs tile floors to prevent +cracking? Double plywood or hardi board underlay? + +8. On the stairs, did you allow for a bannister? I was thinking a partial +one out of iron. Only about 5 feet. + +9. I did not label it on the plan, but I was intending for a 1/2 bath under +the stairs. A pedestal sink would probably work. + +10. Are undermount sinks different than drop ins? I was thinking undermount +stainless in kitchen and undermount cast iron in baths. + +11. 1 or 2 A/C units? I am assuming 2. + +12. Prewired for sound indoors and outdoors? + +13. No door and drawer pulls on any cabinets or just bath cabinets? + +14. Exterior porches included in bid? Cedar decking on upstairs? Iron +railings? + +15. What type of construction contract would you use? Fixed price except +for change orders? + +I want to get painfully detailed with the specs before I make a decision but +this is a start. I think I am ready to get plans drawn up. I am going to +call Cary Kipp to +see about setting up a design meeting to see if I like his ideas. + +Phillip +I + + " +"allen-p/all_documents/439.","Message-ID: <31991549.1075855695682.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Jacques has sent a document to Claudia for your review. Just dropping you a +line to confirm that you have seen it. + +Phillip" +"allen-p/all_documents/44.","Message-ID: <30539371.1075855666459.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:55:00 -0800 (PST) +From: tiffany.miller@enron.com +To: phillip.allen@enron.com, barry.tycholiz@enron.com +Subject: System Development +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tiffany Miller +X-To: Phillip K Allen, Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Can you please review the following systems presented in this spreadsheet for +your group and let us know if you in fact use all these systems. The West +Gas includes West Gas Trading, West Gas Originations, and the Denver piece +combined. Also, we need for you to give us the breakout for the applicable +groups. Please let me know if you have any questions. + + + +Tiffany Miller +5-8485" +"allen-p/all_documents/440.","Message-ID: <5752490.1075855695704.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 01:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Would it be ok if I signed new consulting agreements with the engineer and +architect? They have both sent me agreements. The only payment +that George and Larry had made was $2,350 to the architect. I have written +personal checks in the amounts of $25,000 to the architect and $13,950 to the +engineer. +I was wondering if the prior work even needs to be listed as an asset of the +partnership. + +I would like for the agreements with these consultants to be with the +partnership not with me. Should I wait until the partnership has been +conveyed to sign in the name of the partnership. + +Let me know what you think. + +Phillip +" +"allen-p/all_documents/441.","Message-ID: <11791124.1075855695725.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 06:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: dennisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dennisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +02:29 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/all_documents/442.","Message-ID: <958898.1075855695746.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 04:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: denisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: denisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +12:06 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/all_documents/443.","Message-ID: <10083938.1075855695768.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 03:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Here are my comments and questions on the cost estimates: + +Cost per square foot seem too low for construction $33.30/sf (gross)/$36/sf +(rentable) + +What do the cost for On-Site General Requirements ( $299,818) represent? + +Will you review the builders profit and fees with me again? You mentioned 2% +overhead, 3 % ???, and 5% profit. + +Why is profit only 4%? + +Why are the architect fees up to $200K. I thought they would be $80K. + +What is the $617K of profit allowance? Is that the developers profit to +boost loan amount but not a real cost? + +Total Closing and Application costs of 350K? That seems very high? Who +receives the 2 points? How much will be sunk costs if FHA declines us? + +Where is your 1%? Are you receiving one of the points on the loan? + +What is the status on the operating pro forma? My back of the envelope puts +NOI at $877K assuming 625/1BR, 1300/3BR, 950/2BR, 5% vacancy, and 40% +expenses. After debt service that would only leave $122K. The coverage +would only be 1.16. + +Talk to you this afternoon. + +Phillip + +" +"allen-p/all_documents/444.","Message-ID: <30877050.1075855695790.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 09:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: Re: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Grif, + +Please provide a temporary id + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +05:04 PM --------------------------- + + +Dexter Steis on 03/26/2001 02:22:41 PM +To: Phillip.K.Allen@enron.com +cc: +Subject: Re: NGI access to eol + + +Hi Phillip, + +It's that time of month again, if you could be so kind. + +Thanks, + +Dexter + +***************************** +Dexter Steis +Executive Publisher +Intelligence Press, Inc. +22648 Glenn Drive Suite 305 +Sterling, VA 20164 +tel: (703) 318-8848 +fax: (703) 318-0597 +http://intelligencepress.com +http://www.gasmart.com +****************************** + + +At 09:57 AM 1/26/01 -0600, you wrote: + +>Dexter, +> +>You should receive a guest id shortly. +> +>Phillip + +" +"allen-p/all_documents/445.","Message-ID: <31291337.1075855695811.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Mike is fine with signing a new contract (subject to reading the terms, of +course). He prefers to set strikes over a 3 month period. His existing +contract pays him a retention payment of $55,000 in the next week. He still +wants to receive this payment. + +Phillip" +"allen-p/all_documents/446.","Message-ID: <14900810.1075855695833.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + + Here is a photograhph of the house I have in mind. + + Specific features include: + + Stained and scored concrete floors downstairs + Wood stairs + Two story porches on front and rear + Granite counters in kitchens and baths + Tile floors in upstairs baths + Metal roof w/ gutters (No dormers) + Cherry or Maple cabinets in kitchen & baths + Solid wood interior doors + Windows fully trimmed + Crown molding in downstairs living areas + 2x6 wall on west side + + Undecided items include: + + Vinyl or Aluminum windows + Wood or carpet in upstairs bedrooms and game room + Exterior stucco w/ stone apron and window trim or rough white brick on 3-4 +sides + + + I have faxed you the floor plans. The dimensions may be to small to read. +The overall dimensions are 55' X 40'. For a total of 4400 sq ft under roof, +but + only 3800 of livable space after you deduct the garage. + + Are there any savings in the simplicity of the design? It is basically a +box with a simple roof + line. Call me if you have any questions. 713-853-7041. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +12:07 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/all_documents/447.","Message-ID: <21196699.1075855695854.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Something that I forgot to ask you. Do you know if Hugo is planning to +replatt using an administrative process which I understand is quicker than +the full replatting process of 3 weeks? + +Also let me know about the parking. The builder in San Marcos believed the +plan only had 321 parking spots but would require 382 by code. The townhomes +across the street have a serious parking problem. They probably planned for +the students to park in the garages but instead they are used as extra rooms. + +Phillip" +"allen-p/all_documents/448.","Message-ID: <5521229.1075855695875.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 04:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: jess.hewitt@enron.com +Subject: Re: Derek Kelly +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jess Hewitt +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +keith holst sent you an email with the details." +"allen-p/all_documents/449.","Message-ID: <17302921.1075855695897.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 02:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: Purchase and Sale Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The agreement looks fine. My only comment is that George and Larry might +object to the language that ""the bank that was requested to finance the +construction of the project declined to make the loan based on the high costs +of the construction of the Project"". Technically, that bank lowered the +loan amount based on lower estimates of rents which altered the amount of +equity that would be required. + +Did I loan them $1,300,000? I thought it was less. + +Regarding Exhibit A, the assets include: the land, architectural plans, +engineering completed, appraisal, and soils study. Most of these items are +in a state of partial completion by the consultants. I have been speaking +directly to the architect, engineer, and soils engineer. I am unclear on +what is the best way to proceed with these consultants. + +The obligations should include the fees owed to the consultants above. Do we +need to list balances due or just list the work completed as an asset and +give consideration of $5,875 for the cash paid to the engineer and appraisor. + +Phillip" +"allen-p/all_documents/45.","Message-ID: <26630157.1075855666484.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ + Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula + tors Visit AES,Dynegy Off-Line Power Plants +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/07/2000 +09:08 AM --------------------------- + + +Jeff Richter +12/07/2000 06:31 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 12/07/2000 08:38 +AM --------------------------- + + +Carla Hoffman +12/07/2000 06:19 AM +To: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Jeff +Richter/HOU/ECT@ECT, Phillip Platter/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, +Diana Scholtes/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Mark Guzman/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Carla Hoffman/PDX/ECT on 12/07/2000 06:29 +AM --------------------------- + + Enron Capital & Trade Resources Corp. + + From: ""Pergher, Gunther"" + 12/07/2000 06:11 AM + + +To: undisclosed-recipients:; +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +13:18 GMT 7 December 2000 DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts +Wed -Sources +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--The California Independent System Operator paid +about $10 million Wednesday for 1,000 megawatts of power from Powerex and +still faced a massive deficit that threatened electricity reliability in the +state, high-ranking market sources familiar with the ISO's operation told +Dow Jones Newswires. +But the ISO fell short of ordering rolling blackouts Wednesday for the third +consecutive day. +The ISO wouldn't comment on the transactions, saying it is sensitive market +information. But sources said Powerex, a subsidiary of British Columbia +Hydro & Power Authority (X.BCH), is the only energy company in the Northwest +region with an abundant supply of electricity to spare and the ISO paid +about $900 a megawatt-hour from the early afternoon through the evening. +But that still wasn't enough juice. +The Los Angeles Department of Water and Power sold the ISO 1,200 megawatts +of power later in the day at the wholesale electricity price cap rate of +$250/MWh. The LADWP, which is not governed by the ISO, needs 3,800 megawatts +of power to serve its customers. It is free sell power instate above the +$250/MWh price cap. +The LADWP has been very vocal about the amount of power it has to spare. The +municipal utility has also reaped huge profits by selling its excess power +into the grid when supply is tight and prices are high. However, the LADWP +is named as a defendant in a civil lawsuit alleging price gouging. The suit +claims the LADWP sells some of its power it gets from the federal Bonneville +Power Administration, which sells hydropower at cheap rates, back into the +market at prices 10 times higher. +Powerex officials wouldn't comment on the ISO power sale, saying all +transactions are proprietary. But the company also sold the ISO 1,000 +megawatts Tuesday - minutes before the ISO was to declare rolling blackouts +- for $1,100 a megawatt-hour, market sources said. +The ISO, whose main job is to keep electricity flowing throughout the state +no matter what the cost, started the day with a stage-two power emergency, +which means its operating reserves fell to less than 5%. The ISO is having +to compete with investor-owned utilities in the Northwest that are willing +to pay higher prices for power in a region where there are no price caps. +The ISO warned federal regulators, generators and utilities Wednesday during +a conference call that it would call a stage-three power emergency +Wednesday, but wouldn't order rolling blackouts. A stage three is declared +when the ISO's operating reserves fall to less than 1.5% and power is +interrupted on a statewide basis to keep the grid from collapsing. +But ISO spokesman Patrick Dorinson said it would call a stage three only as +a means of attracting additional electricity resources. +""In order to line up (more power) we have to be in a dire situation,"" +Dorinson said. +Edison International unit (EIX) Southern California Edison, Sempra Energy +unit (SRE) San Diego Gas & Electric, PG&E Corp. (PCG) unit Pacific Gas & +Electric and several municipal utilities in the state will share the cost of +the high-priced power. +SoCal Edison and PG&E are facing a debt of more than $6 billion due to high +wholesale electricity costs. The utilities debt this week could grow by +nearly $1 billion, analysts said. It's still unclear whether retail +customers will be forced to pay for the debt through higher electricity +rates or if companies will absorb the costs. +-By Jason Leopold, Dow Jones Newswires; 323-658-3874; +jason.leopold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1318GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 DJ Calif ISO, PUC Inspect Off-line Duke South Bay +Pwr Plant +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--Representatives of the California Independent +System Operator and Public Utilities Commission inspected Duke Energy +Corp.'s (DUK) off-line 700-MW South Bay Power Plant in Chula Vista, Calif., +Wednesday morning, a Duke spokesman said. +The ISO and PUC have been inspecting all off-line power plants in the state +since Tuesday evening to verify that those plants are shut down for the +reasons generators say they are, ISO spokesman Pat Dorinson said. +About 11,000 MW of power has been off the state's power grid since Monday, +7,000 MW of which is off-line for unplanned maintenance, according to the +ISO. +The ISO manages grid reliability. +As previously reported, the ISO told utilities and the Federal Energy +Regulatory Commission Wednesday that it would call a stage three power alert +at 5 PM PST (0100 GMT Thursday), meaning power reserves in the state would +dip below 1.5% and rolling blackouts could be implemented to avoid grid +collapse. However, the ISO said the action wouldn't result in rolling +blackouts. +The ISO and PUC also inspected Tuesday plants owned by Dynegy Inc (DYN), +Reliant Energy Inc. (REI) and Southern Energy Inc (SOE). +Duke's 1,500-MW Moss Landing plant was also inspected by PUC representatives +in June, when some units were off-line for repairs, the Duke spokesman said. + + + -By Jessica Berthold, Dow Jones Newswires; 323-658-3872; +jessica.berthold@dowjones.com + +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 =DJ Calif Regulators Visit AES,Dynegy Off-Line +Power Plants +(This article was originally published Wednesday) + + By Jessica Berthold + Of DOW JONES NEWSWIRES + +LOS ANGELES (Dow Jones)--AES Corp. (AES) and Dynegy Inc. (DYN) said +Wednesday that representatives of California power officials had stopped by +some of their power plants to verify that they were off line for legitimate +reasons. +The California Independent System Operator, which manages the state's power +grid and one of its wholesale power markets, and the California Public +Utilities Commission began on-site inspections Tuesday night of all power +plants in the state reporting that unplanned outages have forced shutdowns, +ISO spokesman Pat Dorinson said. +The state has had 11,000 MW off the grid since Monday, 7,000 MW for +unplanned maintenance. The ISO Wednesday called a Stage 2 power emergency +for the third consecutive day, meaning power reserves were below 5% and +customers who agreed to cut power in exchange for reduced rates may be +called on to do so. +As reported earlier, Reliant Energy (REI) and Southern Energy Inc. (SOE) +said they had been visited by representatives of the ISO and PUC Tuesday +evening. +Representatives of the two organizations also visited plants owned by AES +and Dynegy Tuesday evening. +AES told the visitors they couldn't perform an unannounced full inspection +of the company's 450-megawatt Huntington Beach power station until Wednesday +morning, when the plant's full staff would be present, AES spokesman Aaron +Thomas said. +Thomas, as well as an ISO spokesman, didn't know whether the representatives +returned Wednesday for a full inspection. + + AES Units Down Due To Expired Emissions Credits + +The Huntington Beach facility and units at two other AES facilities have +used up their nitrogen oxide, or NOx, emission credits. They were taken down +two weeks ago in response to a request by the South Coast Air Quality +Management District to stay off line until emissions controls are deployed, +Thomas said. +AES has about 2,000 MW, or half its maximum output, off line. The entire +Huntington plant is off line, as is 1,500 MW worth of units at its Alamitos +and Redondo Beach plants. +The ISO has asked AES to return its off line plants to operations, but AES +has refused because it is concerned the air quality district will fine the +company $20 million for polluting. +""We'd be happy to put our units back, provided we don't get sued for it,"" +Thomas said. ""It's not clear to us that the ISO trumps the air quality +district's"" authority. +As reported, a spokesman for the air quality district said Tuesday that AES +could have elected to buy more emission credits so that it could run its off +line plants in case of power emergencies, but choose not to do so. + + Dynegy's El Segundo Plant Also Visited By PUC + +Dynegy Inc. (DYN) said the PUC visited its 1,200 MW El Segundo plant Tuesday +evening, where two of the four units, about 600 MW worth, were off line +Wednesday. +""I guess our position is, 'Gee, we're sorry you don't believe us, but if you +need to come and take a look for yourself, that's fine,'"" said Dynegy +spokesman Lynn Lednicky. +Lednicky said one of the two units was off line for planned maintenance and +the other for unplanned maintenance on boiler feedwater pumps, which could +pose a safety hazard if not repaired. +""We've been doing all we can to get back in service,"" Lednicky said. ""We +even paid to have some specialized equipment expedited."" +Lednicky added that the PUC seemed satisfied with Dynegy's explanation of +why its units were off line. +-By Jessica Berthold, Dow Jones Newswires; 323-658-3872, +jessica.berthold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc + + +G_nther A. Pergher +Senior Analyst +Dow Jones & Company Inc. +Tel. 609.520.7067 +Fax. 609.452.3531 + +The information transmitted is intended only for the person or entity to +which it is addressed and may contain confidential and/or privileged +material. Any review, retransmission, dissemination or other use of, or +taking of any action in reliance upon, this information by persons or +entities other than the intended recipient is prohibited. If you received +this in error, please contact the sender and delete the material from any +computer. + + + + + + +" +"allen-p/all_documents/450.","Message-ID: <27485933.1075855695919.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com, frank.ermis@enron.com +Subject: Current Gas Desk List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +10:03 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Current Gas Desk List + +Hope this helps! This is the current gas desk list that I have in my +personal address book. Call me with any questions. + +Erika +GROUP: East Desk + + +Basics: +Group name: East Desk +Group type: Multi-purpose +Description: +Members: Matthew B Fleming/HOU/EES +James R Barker/HOU/EES +Barend VanderHorst/HOU/EES +Jay Blaine/HOU/EES +Paul Tate/HOU/EES +Alain Diza/HOU/EES +Rhonda Smith/HOU/EES +Christina Bangle/HOU/EES +Sherry Pendegraft/HOU/EES +Marde L Driscoll/HOU/EES +Daniel Salinas/HOU/EES +Sharon Hausinger/HOU/EES +Joshua Bray/HOU/EES +James Wiltfong/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +GROUP: West Desk + + +Basics: +Group name: West Desk +Group type: Multi-purpose +Description: +Members: Jesus Guerra/HOU/EES +Monica Roberts/HOU/EES +Laura R Arnold/HOU/EES +Amanda Boettcher/HOU/EES +C Kyle Griffin/HOU/EES +Jess Hewitt/HOU/EES +Artemio Muniz/HOU/EES +Eugene Zeitz/HOU/EES +Brandon Whittaker/HOU/EES +Roland Aguilar/HOU/EES +Ruby Robinson/HOU/EES +Roger Reynolds/HOU/EES +David Coolidge/HOU/EES +Joseph Des Champs/HOU/EES +Kristann Shireman/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +" +"allen-p/all_documents/451.","Message-ID: <12211064.1075855695940.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 00:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Try bmckay@enron.com or Brad.McKay@enron.com" +"allen-p/all_documents/452.","Message-ID: <12458711.1075855695961.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 23:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Buyout +Cc: jacquestc@aol.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jacquestc@aol.com +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: jacquestc@aol.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Jacques has been working with Claudia. I will check his progress this +morning and let you know. + +Phillip" +"allen-p/all_documents/453.","Message-ID: <13910173.1075855695984.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +just a note to let you know I will be out of the office Wed(3/21) until +Thurs(3/23). The kids are on spring break. I will be in San Marcos and you +can reach me on my cell phone 713-410-4679 or email pallen70@hotmail.com. + +I was planning on stopping by to see Hugo Elizondo on Thursday to drop off a +check and give him the green light to file for replatting. What will change +if we want to try and complete the project in phases. Does he need to change +what he is going to submit to the city. + +I spoke to Gordon Kohutek this morning. He was contracted to complete the +soils study. He says he will be done with his report by the end of the +week. I don't know who needs this report. I told Gordon you might call to +inquire about what work he performed. His number is 512-930-5832. + +We spoke on the phone about most of these issues. + +Talk to you later. + +Phillip" +"allen-p/all_documents/454.","Message-ID: <14561005.1075855696007.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: RE: Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Here is Larry Lewter's response to my request for more documentation to +support the $15,000. As you will read below, it is no longer an issue. I +think that was the last issue to resolve. + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +11:45 AM --------------------------- + + +""Larry Lewter"" on 03/19/2001 09:10:33 AM +To: +cc: +Subject: RE: Buyout + + +Phillip, the title company held the $15,000 in escrow and it has been +returned. It is no longer and issue. +Larry + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Monday, March 19, 2001 8:45 AM +To: llewter@austin.rr.com +Subject: Re: Buyout + + + +Larrry, + +I realize you are disappointed about the project. It is not my desire for +you to be left with out of pocket expenses. The only item from your list +that I need further +clarification is the $15,000 worth of extensions. You mentioned that this +was applied to the cost of the land and it actually represents your cash +investment in the land. I agree that you should be refunded any cash +investment. My only request is that you help me locate this amount on the +closing statement or on some other document. + +Phillip + + +" +"allen-p/all_documents/455.","Message-ID: <14346188.1075855696029.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 02:38:00 -0800 (PST) +From: philip.polsky@enron.com +To: phillip.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Philip Polsky +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, + +Barry had said that you were asking about getting a pivot table for the WSCC +new generation data. I have set one up in the attached file. + +Please let me know if you want to go through it. Also, please let me know if +there are any discrepencies with the information you have. + +Phil +" +"allen-p/all_documents/456.","Message-ID: <27798412.1075855696053.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 01:25:00 -0800 (PST) +From: mark.whitt@enron.com +To: jay.reitmeyer@enron.com +Subject: Re: Denver trading +Cc: mike.grigsby@enron.com, nicole.cortez@enron.com, paul.lucci@enron.com, + phillip.allen@enron.com, susan.scott@enron.com, + theresa.staab@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mike.grigsby@enron.com, nicole.cortez@enron.com, paul.lucci@enron.com, + phillip.allen@enron.com, susan.scott@enron.com, + theresa.staab@enron.com +X-From: Mark Whitt +X-To: Jay Reitmeyer +X-cc: Mike Grigsby, Nicole Cortez, Paul T Lucci, Phillip K Allen, Susan M Scott, Theresa Staab +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +In regards to your E-mail, I have recently been informed by Nicole that she +will be leaving Enron effective April 30. This is unfortunate because she +has been a very valuable member of our team over the last few years and has +been instrumental in developing the Eastern Rockies trading business and +providing our customers with excellent service. Nicole is not leaving to go +to a competitor, but is going to spend more time with her family. Given this +fact, you probably want to speed up the transition. + +Call me and we can discuss. + +Mark + + + + Jay Reitmeyer@ECT + 03/16/2001 09:04 AM + + To: Paul T Lucci/NA/Enron@Enron, Mark Whitt/NA/Enron@Enron, Nicole +Cortez/NA/Enron@Enron, Theresa Staab/Corp/Enron@ENRON, Mike +Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT + cc: Susan M Scott/HOU/ECT@ECT + Subject: Denver trading + +I would like to welcome Susan Scott to the West Desk and specifically to the +Eastern Rockies trading region. The plan is for Susan to work with me in +moving the day trading activities from the Denver office to Houston. Her +specific goals will be to take over activities performed by Nicole and +Theresa while generating EOL products with me and in my absence. + +Susan is currently learning how to use EOL and Sitara. She is also working +on understanding the grid and the relationship between all the different +trading points from Opal to the mid-continent. + +My plan is to have Susan go to the Denver office during May bid-week (April +22 - April 24). I want her to be sitting with Nicole and Theresa during +bid-week to see and learn everything they do during that time. I will +probably want Nicole and Theresa to come to Houston one more time to sit with +us and the logistics team, maybe in early May. Then, Susan and I will both +go to Denver in late May or early June to meet industry people and to +complete the transfer of operations to the Houston office. + +We can finalize these plans early next week and make all the corresponding +reservations. + +Thank you, + +Jay +" +"allen-p/all_documents/457.","Message-ID: <29564732.1075855696074.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 02:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you help me approve this request? + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +09:53 AM --------------------------- + + +ARSystem on 03/16/2001 05:15:12 PM +To: ""phillip.k.allen@enron.com"" +cc: +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com + + +This request has been pending your approval for 9 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000021442&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000021442 +Request Create Date : 3/2/01 8:27:00 AM +Requested For : mike.grigsby@enron.com +Resource Name : Market Data Bloomberg +Resource Type : Applications + + + + + +" +"allen-p/all_documents/458.","Message-ID: <20430828.1075855696096.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Still trying to close the loop on the $15,000 of extensions. Assuming that +it is worked out today or tomorrow, I would like to get whatever documents +need to be +completed to convey the partnership done. I need to work with the engineer +and architect to get things moving. I am planning on writing a personal +check to the engineer while I am setting up new accounts. Let me know if +there is a reason I should not do this. + +Thanks for all your help so far. Between your connections and expertise in +structuring the loan, you saved us from getting into a bad deal. + +Phillip" +"allen-p/all_documents/459.","Message-ID: <18425275.1075855696118.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larrry, + +I realize you are disappointed about the project. It is not my desire for +you to be left with out of pocket expenses. The only item from your list +that I need further +clarification is the $15,000 worth of extensions. You mentioned that this +was applied to the cost of the land and it actually represents your cash +investment in the land. I agree that you should be refunded any cash +investment. My only request is that you help me locate this amount on the +closing statement or on some other document. + +Phillip" +"allen-p/all_documents/46.","Message-ID: <24036204.1075855666506.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 08:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/06/2000 +04:04 PM --------------------------- + + +""Lucy Gonzalez"" on 12/05/2000 08:34:54 AM +To: pallen@enron.com +cc: +Subject: + + + +Phillip, + How are you and how is everyone? I sent you the rent roll #27 is +moving out and I wknow that I will be able to rent it real fast.All I HAVE +TO DO IN there is touch up the walls .Four adults will be moving in @130.00 +a wk and 175.00 deposit they will be in by Thursday or Friday. + Thank You , Lucy + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1201.xls +" +"allen-p/all_documents/460.","Message-ID: <33307764.1075855696139.JavaMail.evans@thyme> +Date: Fri, 16 Mar 2001 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +I think we reached an agreement with George and Larry to pick up the items of +value and not pay any fees for their time. It looks as if we will be able to +use everything they have done (engineering, architecture, survey, +appraisal). One point that is unclear is they claim that the $15,000 in +extensions that they paid was applied to the purchase price of the land like +earnest money would be applied. I looked at the closing statements and I +didn't see $15,000 applied against the purchase price. Can you help clear +this up. + +Assuming we clear up the $15,000, we need to get the property released. +Keith and I are concerned about taking over the Bishop Corner partnership and +the risk that there could be undisclosed liabilities. On the other hand, +conveyance of the partnership would be a time and money saver if it was +clean. What is your inclination? + +Call as soon as you have a chance to review. + +Phillip" +"allen-p/all_documents/461.","Message-ID: <15009418.1075855696162.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: Matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +03:41 PM --------------------------- + + +Mike Grigsby +03/14/2001 07:32 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Matt Smith + +Let's talk to Matt about the forecast sheets for Socal and PG&E. He needs to +work on the TW sheet as well. Also, I would like him to create a sheet on +pipeline expansions and their rates and then tie in the daily curves for the +desk to use. + +Mike +" +"allen-p/all_documents/462.","Message-ID: <1081797.1075855696183.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll. + +My only questions are about #18, #25, and #37 missed rent. Any special +reasons? + +It looks like there are five vacancies #2,12,20a,35,40. If you want to run +an ad in the paper with a $50 discount that is fine. +I will write you a letter of recommendation. When do you need it? You can +use me as a reference. In the next two weeks we should really have a good +idea whether the sale is going through. + +Phillip" +"allen-p/all_documents/463.","Message-ID: <28830232.1075855696211.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: todd.burke@enron.com +Subject: Re: Confidential Employee Information/Lenhart +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Todd Burke +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I also need to know the base salaries of Jay Reitmeyer and Monique Sanchez. +They are doing the same job as Matt." +"allen-p/all_documents/464.","Message-ID: <23711632.1075855696233.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Behind the Stage Two +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jeff.richter@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +02:22 PM --------------------------- + + +""Arthur O'Donnell"" on 03/15/2001 11:35:55 AM +Please respond to aod@newsdata.com +To: Western.Price.Survey.contacts@ren-10.cais.net +cc: Fellow.power.reporters@ren-10.cais.net +Subject: Behind the Stage Two + + +FYI Western Price Survey Contacts + +Cal-ISO's declaration of Stage Two alert this morning was triggered +in part by decision of Bonneville Power Administration to cease +hour-to-hour sales into California of between 600 MW and 1,000 +MW that it had been making for the past week. According to BPA, +it had excess energy to sell as a result of running water to meet +biological opinion flow standards, but it has stopped doing so in +order to allow reservoirs to fill from runoff. The agency said it had +been telling California's Department of Water Resources that the +sales could cease at any time, and this morning they ended. + +Cal-ISO reported about 1,600 MW less imports today than +yesterday, so it appears other sellers have also cut back. +Yesterday, PowerEx said it was not selling into California because +of concerns about its water reserves. BPA said it is still sending +exchange energy into California, however. + +More details, if available, will be included in the Friday edition of the +Western Price Survey and in California Energy Markets newsletter. +" +"allen-p/all_documents/465.","Message-ID: <28968716.1075855696255.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: kim.bolton@enron.com +Subject: RE: PERSONAL AND CONFIDENTIAL COMPENSATION INFORMATION +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kim Bolton +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the information. It would be helpful if you would send the +detailed worksheet that you mentioned. + +I am surprised to hear that the only restricted shares left are the ones +granted this January. I have always elected to defer any distributions of +restricted stock. I believe I selected the minimum amount required to be +kept in enron stock (50%). Are you saying that all the previous grants have +fully vested and been distributed to my deferral account? + +Thank you for looking into this issue. + +Phillip" +"allen-p/all_documents/466.","Message-ID: <2413536.1075855696276.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood M/F +Cc: djack@keyad.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: djack@keyad.com +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: djack@keyad.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +12:38 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/15/2001 10:06:15 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood M/F + + + + + +(See attached file: outline.doc) + + +(See attached file: MAPTTRA.xls) + + +(Sample checklist of items needed for closing. We have received some of the +items to date) + +(See attached file: Checklist.doc) + + + - outline.doc + - MAPTTRA.xls + - Checklist.doc +" +"allen-p/all_documents/467.","Message-ID: <30548078.1075855696298.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 23:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Somehow my email account lost the rentroll you sent me on Tuesday. Please +resend it and I will roll it for this week this morning. + +Phillip" +"allen-p/all_documents/468.","Message-ID: <5189193.1075855696319.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 11:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +06:51 PM --------------------------- + + + + From: Keith Holst 03/14/2001 04:30 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/all_documents/469.","Message-ID: <6799599.1075855696342.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:02 PM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/all_documents/47.","Message-ID: <14681583.1075855666527.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Associates & Analysts Eligible for Promotion +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would support Matt Lenhart's promotion to the next level. + +I would oppose Ken Shulklapper's promotion." +"allen-p/all_documents/470.","Message-ID: <28023950.1075855696363.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:01 PM --------------------------- + + + + From: Phillip K Allen 03/14/2001 09:49 AM + + +To: Jacquestc@aol.com +cc: +Subject: + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. + + +" +"allen-p/all_documents/471.","Message-ID: <28529771.1075855696385.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com, djack@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com, djack@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + +Today I finally received some information on the status of the work done to +date. I spoke to Hugo Alexandro at Cuatro Consultants. The property is +still in two parcels. Hugo has completed a platt to combine into one lot +and is ready to submit it to the city of San Marcos. He has also completed a +topographical survey and a tree survey. In addition, he has begun to +coordinate with the city on the replatting and a couple of easements on the +smaller parcel, as well as, beginning the work on the grading. Hugo is going +to fax me a written letter of the scope of work he has been engaged to +complete. The total cost of his services are estimated at $38,000 of which +$14,000 are due now for work completed. + +We are trying to resolve the issues of outstanding work and bills incurred by +the original developer so we can obtain the title to the land. If we can +continue to use Cuatro then it would be one less point of contention. Hugo's +number is 512-295-8052. I thought you might want to contact him directly and +ask him some questions. I spoke to him about the possibility of your call +and he was fine with that. + +Now we are going to try and determine if any of the work performed by Kipp +Flores can be used. + +Keith and I appreciate you meeting with us on Sunday. We left very +optimistic about the prospect of working with you on this project. + +Call me with feedback after you speak to Hugo or with any other ideas about +moving this project forward. + +Phillip" +"allen-p/all_documents/472.","Message-ID: <7032342.1075855696407.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. +" +"allen-p/all_documents/473.","Message-ID: <13863070.1075855696430.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +George finally sent me some information. Please look over his email. He +wants us to buy him out. Keith and I think this is a joke. + +We still need to speak to his engineer and find out about his soil study to +determine if it has any value going forward. I don't believe the architect +work will be of any use to us. I don't think they deserve any compensation +for their time due to the fact that intentional or not the project they were +proposing was unsupportable by the market. + +My version of a buyout is attached. + +I need your expert advise. I am ready to offer my version or threaten to +foreclose. Do they have a case that they are due money for their time? +Since their cost +and fees didn't hold up versus the market and we didn't execute a contract, I +wouldn't think they would stand a chance. There isn't any time to waste so I +want to respond to their offer asap. + +Call me with your thoughts. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +08:36 AM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/all_documents/474.","Message-ID: <28200424.1075855696452.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2001 +04:00 PM --------------------------- + + +""Benotti, Stephen"" on 03/13/2001 12:58:24 PM +To: ""'pallen@enron.com'"" +cc: +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + - 1494 How To File.pdf +" +"allen-p/all_documents/475.","Message-ID: <8178327.1075855696474.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 01:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I didn't receive the information on work completed or started. Please send +it this morning. + +We haven't discussed how to proceed with the land. The easiest treatment +would be just to deed it to us. However, it might be more +advantageous to convey the partnership. + +Also, I would like to speak to Hugo today. I didn't find a Quattro +Engineering in Buda. Can you put me in contact with him. + +Talk to you later. + +Phillip " +"allen-p/all_documents/476.","Message-ID: <14202661.1075855696495.JavaMail.evans@thyme> +Date: Mon, 12 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/12/2001 +11:47 AM --------------------------- + + +Mike Grigsby +03/07/2001 08:05 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: matt Smith + +Let's have Matt start on the following: + +Database for hourly storage activity on Socal. Begin forecasting hourly and +daily activity by backing out receipts, using ISO load actuals and backing +out real time imports to get in state gen numbers for gas consumption, and +then using temps to estimate core gas load. Back testing once he gets +database created should help him forecast core demand. + +Update Socal and PG&E forecast sheets. Also, break out new gen by EPNG and +TW pipelines. + +Mike +" +"allen-p/all_documents/477.","Message-ID: <31463953.1075855696517.JavaMail.evans@thyme> +Date: Fri, 9 Mar 2001 05:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. + +What is the outstanding balance on #1. It looks like 190 + 110(this week)= +300. I don't think we should make him pay late fees if can't communicate +clearly. + +#2 still owe deposit? + +#9 What day will she pay and is she going to pay monthly or biweekly. + +Have a good weekend. I will talk to you next week. + +In about two weeks we should know for sure if these buyers are going to buy +the property. I will keep you informed. + +Phillip" +"allen-p/all_documents/478.","Message-ID: <30372570.1075855696538.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 06:46:00 -0800 (PST) +From: ina.rangel@enron.com +To: information.management@enron.com +Subject: Mike Grigsby +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Information Risk Management +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please approve Mike Grigsby for Bloomberg. + +Thank You, +Phillip Allen" +"allen-p/all_documents/479.","Message-ID: <8212312.1075855696560.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood Phase II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/08/2001 +01:32 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/07/2001 11:41:43 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood Phase II + + + + + +---------------------- Forwarded by Andrew M Ozuna/TX/BANCONE on 03/07/2001 +01:41 PM --------------------------- + + +Andrew M Ozuna +03/06/2001 03:14 PM + +To: ""George Richards"" +cc: +Subject: Sagewood Phase II + + +George, + +Thank you for the opportunity to review your financing request for the +Sagewood +Phase II project. Upon receipt of all the requested information regarding the +project, we completed somewhat of a due diligence on the market. There are a +number of concerns which need to be addressed prior to the Bank moving forward +on the transaction. First, the pro-forma rental rates, when compared on a +Bedroom to Bedroom basis, are high relative to the market. We adjusted +pro-forma downward to match the market rates and the rates per bedroom we are +acheiving on the existing Sagewood project. Additionally, there are about +500+ +units coming on-line within the next 12 months in the City of San Marcos, +this, +we believe will causes some downward rent pressures which can have a serious +effect on an over leveraged project. We have therefore adjusted the requested +loan amount to $8,868,000. + +I have summarized our issues as follows: + +1. Pro-forma rental rates were adjusted downward to market as follows: + + Pro-Forma Bank's Adjustment + Unit Unit Rent Rent/BR Unit Rent Rent/BR + 2 BR/2.5 BA $1,150 $575 $950 $475 + 3 BR/Unit $1,530 $510 $1,250 $417 + +2. Pro-forma expenses were increased to include a $350/unit reserve for unit +turn over. + +3. A market vacancy factor of 5% was applied to Potential Gross Income (PGI). + +4. Based on the Bank's revised N.O.I. of $1,075,000, the project can support +debt in the amount of $8,868,000, and maintain our loan parameters of 1.25x +debt +coverage ratio, on a 25 year amo., and 8.60% phantom interest rate. + +5. The debt service will be approx. $874,000/year. + +6. Given the debt of $8,868,000, the Borrower will be required to provide +equity of $2,956,000, consisting of the following: + + Land - $1,121,670 + Deferred profit& Overhead $ 415,000 + Cash Equity $1,419,268 + Total $2,955,938 + +7. Equity credit for deferred profit and overhead was limited to a percentage +of +actual hard construction costs. + +(See attached file: MAPTTRA.xls) + + + + + - MAPTTRA.xls +" +"allen-p/all_documents/48.","Message-ID: <27640230.1075855666549.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 04:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: del@living.com +Subject: Re: Court Ordered Notice to Customers and Registered Users of + living. com Regarding Sale of Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: del@living.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +please remove my name and information from the registered user list. Do not +sell my information. + +Phillip Allen" +"allen-p/all_documents/480.","Message-ID: <14958748.1075855696582.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 08:16:00 -0800 (PST) +From: phillip.allen@enron.com +To: djack@keyad.com +Subject: Re: San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Darrell Jack"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Darrell, + +Today I let the builder/developer know that I would not proceed with his +excessively high cost estimates. As he did not have the funds to take on the +land himself, he was agreeable to turning over the land to me. I would like +to proceed and develop the property. + + My thought is to compare the financing between Bank One and FHA. I would +also like to compare construction and development services between what you +can do and a local builder in San Marcos that I have been speaking with. +Making a trip to meet you and take a look at some of your projects seems to +be in order. I am trying to get the status of engineering and architectural +work to date. Once again the architect is Kipp Florres and the engineer is +Quattro Consultants out of Buda. Let me know if you have an opinion about +either. + +I look forward to working with you. Talk to you tomorrow. + +Phillip" +"allen-p/all_documents/481.","Message-ID: <21886864.1075855696604.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 05:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: Revised Long Range Hydro Forecast +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/07/2001 +01:00 PM --------------------------- + + +TIM HEIZENRADER +03/05/2001 09:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron +Subject: Revised Long Range Hydro Forecast + +Phillip: + +Here's a summary of our current forecast(s) for PNW hydro. Please give me a +call when you have time, and I'll explain the old BiOp / new BiOp issue. + +Tim +" +"allen-p/all_documents/482.","Message-ID: <28852440.1075855696625.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 04:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Here is the cost estimate and proforma prepared by George and Larry. I am +faxing the site plan, elevation, and floor plans. + + + + + +Phillip" +"allen-p/all_documents/483.","Message-ID: <27871402.1075855696648.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 02:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I just refaxed. Please confirm receipt" +"allen-p/all_documents/484.","Message-ID: <14791578.1075855696669.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 01:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I faxed you the signed amendment." +"allen-p/all_documents/485.","Message-ID: <30823244.1075855696690.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 10:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: djack@stic.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: djack@stic.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Daryl, + +Here is the file that includes the proforma, unit costs, and comps. This +file was prepared by the builder/developer. + + +The architect that has begun to work on the project is Kipp Flores. They are +in Austin. + +Thank you for your time this evening. Your comments were very helpful. I +appreciate you and Greg taking a look at this project. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/all_documents/486.","Message-ID: <32955901.1075855696711.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:55:00 -0800 (PST) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: MS 150 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I was not going to do the MS this year. Thanks for the offer though. + +All is well here. We went to Colorado last week and the kids learned to +ski. Work is same as always. +How are things going at New Power? Is there any potential? + +Phillip" +"allen-p/all_documents/487.","Message-ID: <6835360.1075855696733.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: FW: Cross Commodity +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Did you put Frank Hayden up to this? If this decision is up to me I would= +=20 +consider authorizing Mike G., Frank E., Keith H. and myself to trade west= +=20 +power. What do you think? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/06/2001= +=20 +10:48 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 03/05/2001 09:27 AM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: =20 +Subject: FW: Cross Commodity + + + + -----Original Message----- +From: Hayden, Frank =20 +Sent: Friday, March 02, 2001 7:01 PM +To: Presto, Kevin; Zufferli, John; McKay, Jonathan; Belden, Tim; Shively,= +=20 +Hunter; Neal, Scott; Martin, Thomas; Allen, Phillip; Arnold, John +Subject: Cross Commodity +Importance: High + + +I=01,ve been asked to provide an updated list on who is authorized to cross= +=20 +trade what commodities/products. As soon as possible, please reply to this= +=20 +email with the names of only the authorized =01&cross commodity=018 traders= + and=20 +their respective commodities. (natural gas, crude, heat, gasoline, weather,= +=20 +precip, coal, power, forex (list currency), etc..) + +Thanks, + +Frank + + +PS. Traders limited to one commodity do not need to be included on this lis= +t. + + + +" +"allen-p/all_documents/488.","Message-ID: <25076413.1075855696769.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 22:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have +the concerns that I had last week. Specifically that the costs of our +project are too high. I have gathered more information that support my +concerns. Based on my research, I believe the project should cost around +$10.5 million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable +to get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can +produce the same rent or sales price. There should adjustments for +location and the seasonal nature of student rental property. I recognize +that Sagewood is currently performing at occupancy and $/foot rental rates +that are closer to the appraisal and your pro formas, however, we do not +believe that the market will sustain these levels on a permanent basis. +Supply will inevitablely increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 +million. We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that +we cannot proceed with total cost estimates significantly above $10.5 +million. We would like to have a conference call Tuesday afternoon to +discuss +alternatives. + +Phillip + + + +" +"allen-p/all_documents/489.","Message-ID: <15609930.1075855696792.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 07:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com, jacquestc@aol.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com, jacquestc@aol.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com, jacquestc@aol.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have the +concerns that I had last week. Specifically that the costs of our project +are too high. I have gathered more information that support my concerns. +Based on my research, I believe the project should cost around $10.5 +million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable to +get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can produce +the same rent or sales price. There should adjustments for location and the +seasonal nature of student rental property. I recognize that Sagewood is +currently performing at occupancy and $/foot rental rates that are closer to +the appraisal and your pro formas, however, we do not believe that the market +will sustain these levels on a permanent basis. Supply will inevitablely +increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 million. +We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that we +cannot proceed with total cost estimates significantly above $10.5 million. +We would like to have a conference call tomorrow to discuss alternatives. + +Phillip + + +" +"allen-p/all_documents/49.","Message-ID: <21795258.1075855666570.JavaMail.evans@thyme> +Date: Tue, 5 Dec 2000 07:31:00 -0800 (PST) +From: ina.rangel@enron.com +To: amanda.huble@enron.com +Subject: Headcount +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Amanda Huble +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Financial (6) + West Desk (14) +Mid Market (16) +" +"allen-p/all_documents/490.","Message-ID: <27556598.1075855696813.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +01:59 PM --------------------------- + + + + From: Phillip K Allen 03/05/2001 10:37 AM + + +To: jim123@pdq.net +cc: +Subject: + + +" +"allen-p/all_documents/491.","Message-ID: <25485730.1075855696835.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 03:16:00 -0800 (PST) +From: phillip.allen@enron.com +To: angela.collins@enron.com +Subject: Re: Insight Hardware +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Angela Collins +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I have not received the aircard 300 yet. + +Phillip" +"allen-p/all_documents/492.","Message-ID: <16352172.1075855696856.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 01:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: don.black@enron.com +Subject: Re: Producer Services +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Don Black +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Don, + +I was out last week. Regarding the Montana supply, you can refer them to +Mark Whitt in Denver. + +Let me know when you want to have the other meeting. + +Also, we frequently give out quotes to mid-marketers on Fred LaGrasta's desk +or Enron marketers in New York where the customer is EES. I don't understand +why your people don't contact the desk directly. + +Phillip" +"allen-p/all_documents/493.","Message-ID: <20158427.1075855696877.JavaMail.evans@thyme> +Date: Sun, 4 Mar 2001 23:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +07:10 AM --------------------------- + + +liane_kucher@mcgraw-hill.com on 02/28/2001 02:14:43 PM +To: Anne.Bike@enron.com +cc: Phillip.K.Allen@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 Attachment is free from viruses. Scan Mail + + + + +Sorry, the deadline will have passed. Only Enron's deals through yesterday +will +be included in our survey. + + + + + +Anne.Bike@enron.com on 02/28/2001 04:57:52 PM + +To: Liane Kucher/Wash/Magnews@Magnews +cc: +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 + Attachment is free from viruses. Scan Mail + + + + + +We will send it out this evening after we Calc our books. Probably around +7:00 pm + +Anne + + + + +liane_kucher@mcgraw-hill.com on 02/28/2001 01:43:44 PM + +To: Anne.Bike@enron.com +cc: + +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail + + + + +Anne, +Are you planning to send today's bidweek deals soon? I just need to know +whether +to transfer everything to the data base. +Thanks, +Liane Kucher +202-383-2147 + + + + + + + + + + +" +"allen-p/all_documents/494.","Message-ID: <3593347.1075855696899.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 00:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: bnelson@situscos.com +Subject: San Marcos construction project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bnelson@situscos.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please find attached the pro formas for the project in San Marcos. + +Thanks again. + +" +"allen-p/all_documents/495.","Message-ID: <28962252.1075855696920.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here are few questions regarding the 2/16 rentroll: + +#2 Has she actually paid the $150 deposit. Her move in date was 2/6. It is +not on any rentroll that I can see. + +#9 Explain again what deposit and rent is transferring from #41 and when she +will start paying on #9 + +#15 Since he has been such a good tenant for so long. Stop trying to +collect the $95 in question. + +#33 Missed rent. Are they still there? + +#26 I see that she paid a deposit. But the file says she moved in on 1/30. +Has she ever paid rent? I can't find any on the last three deposits. + +#44 Have the paid for February? There is no payment since the beginning of +the year. + +#33 You email said they paid $140 on 1/30 plus $14 in late fees, but I don't +see that on the 1/26 or 2/2 deposit? + +The last three questions add up to over $1200 in missing rent. I need you to +figure these out immediately. + +I emailed you a new file for 2/23 and have attached the last three rentroll +in case you need to research these questions. + +I will not be in the office next week. If I can get connected you might be +able to email me at pallen70@hotmail.com. Otherwise try and work with Gary +on pressing issues. If there is an emergency you can call me at 713-410-4679. + +Phillip" +"allen-p/all_documents/496.","Message-ID: <27988977.1075855696942.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 08:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Genesis Plant Tour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I can take a day off the week I get back from vacation. Any day between +March 5th-9th would work but Friday or Thursday would be my preference. + +Regarding the differences in the two estimates, I don't want to waste your +time explaining the differences if the 1st forecast was very rough. The +items I listed moved dramatically. Also, some of the questions were just +clarification of what was in a number. + +Let's try and reach an agreement on the construction manager issue tomorrow +morning. + +Phillip" +"allen-p/all_documents/497.","Message-ID: <11168105.1075855696963.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 07:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Comparison of Estimates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The numbers on your fax don't agree to the first estimate that I am using. +Here are the two files I used. + + + + + + +Phillip" +"allen-p/all_documents/498.","Message-ID: <32414989.1075855696985.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 06:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Sagewood II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +02:27 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 02/21/2001 07:28:47 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood II + + + + +Phillip - + +George Richards asked that I drop you a line this morning to go over some +details on the San Marcos project. + +1. First, do you know if I am to receive a personal financial statement from +Keith? I want to make sure my credit write-up includes all the principals in +the transaction. + +2. Second, without the forward or take-out our typical Loan to Cost (LTC) +will +be in the range of 75% - 80%. The proposed Loan to Value of 75% is within the +acceptable range for a typical Multi-Family deal. Given the above pro-forma +performance on the Sagewood Townhomes, I am structuring the deal to my credit +officer as an 80% LTC. This, of course, is subject to the credit officer +signing off on the deal. + +3. The Bank can not give dollar for dollar equity credit on the Developers +deferred profit. Typically, on past deals a 10% of total project budget as +deferred profit has been acceptable. + +Thanks, + +Andrew Ozuna +Real Estate Loan Officer +210-271-8386 +## + + +" +"allen-p/all_documents/499.","Message-ID: <8962949.1075855697008.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: barry.tycholiz@enron.com +Subject: New Generation Report for January 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +11:17 AM --------------------------- + + + + From: Jeffrey Oh 02/02/2001 08:51 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Jim Gilbert/PDX/ECT@ECT, David Parquet/SF/ECT@ECT, +ccalger@enron.com, Jim Buerkle/PDX/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, +Jeffrey Oh/PDX/ECT@ECT, Todd Perry/PDX/ECT@ECT, Laird Dyer/SF/ECT@ECT, +Michael McDonald/SF/ECT@ECT, Ed Clark/PDX/ECT@ECT, Dave Fuller/PDX/ECT@ECT, +Alan Comnes/PDX/ECT@ECT, Michael Etringer/HOU/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT, Jeff Shields/PDX/ECT@ECT +cc: +Subject: New Generation Report for January 2001 + + +" +"allen-p/all_documents/5.","Message-ID: <9144576.1075855665395.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 11:02:00 -0800 (PST) +From: arsystem@mailman.enron.com +To: phillip.k.allen@enron.com +Subject: Your Approval is Overdue: Access Request for + barry.tycholiz@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem@mailman.enron.com +X-To: phillip.k.allen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +This request has been pending your approval for 2 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000009659&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000009659 +Request Create Date : 12/8/00 8:23:47 AM +Requested For : barry.tycholiz@enron.com +Resource Name : VPN +Resource Type : Applications + + + +" +"allen-p/all_documents/50.","Message-ID: <32727179.1075855666592.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 22:42:00 -0800 (PST) +From: tim.belden@enron.com +To: phillip.allen@enron.com +Subject: New Generation, Nov 30th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tim Belden +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Tim Belden/HOU/ECT on 12/05/2000 05:44 AM +--------------------------- + +Kristian J Lande + +12/01/2000 03:54 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT, Saji +John/HOU/ECT@ECT, Michael Etringer/HOU/ECT@ECT +cc: Alan Comnes/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Robert +Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Todd +Perry/PDX/ECT@ECT, Jeffrey Oh/PDX/ECT@ECT +Subject: New Generation, Nov 30th + + +" +"allen-p/all_documents/500.","Message-ID: <14453896.1075855697030.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 03:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Comparison of Estimates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +You can fax it anytime. But I saved the spreadsheets from the previous +estimates. What will be different in the fax?" +"allen-p/all_documents/501.","Message-ID: <26105078.1075855697053.JavaMail.evans@thyme> +Date: Thu, 22 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: Recession Scenario Impact on Power and Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/22/2001 +08:49 AM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/21/2001 05:46 PM + + +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Louise Kitchen/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: Recession Scenario Impact on Power and Gas + + +Attached is a CERA presentation regarding recession impact. Feel free to +call in any listen to pre-recorded discussion on slides. (approx. 20mins) +CERA is forecasting some recession impact on Ca., but not enough to alleviate +problem. + +Frank + +Call in number 1-888-203-1112 +Passcode: 647083# + + + + + +" +"allen-p/all_documents/502.","Message-ID: <23847750.1075855697074.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 08:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +04:25 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/all_documents/503.","Message-ID: <1449186.1075855697095.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Weekly Status Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tomorrow is fine. Talk to you then. + +Phillip" +"allen-p/all_documents/504.","Message-ID: <29509589.1075855697117.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Weekly Status Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""George Richards"" on 02/21/2001 01:10:33 PM +Please respond to +To: ""Keith Holst"" , ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Weekly Status Meeting + + +Phillip and Keith, this cold of mine is getting the better of me. Would it +be possible to reschedule our meeting for tomorrow? If so, please reply to +this e-mail with a time. I am open all day, but just need to get some rest +this afternoon. + +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/all_documents/505.","Message-ID: <33172037.1075855697139.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: leander and the Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""Jeff Smith"" on 02/21/2001 01:24:15 PM +To: +cc: +Subject: leander and the Stage + + +Phillip, + +I spoke with AMF's broker today, and they will be satisfied with the deal if +we can get the school to agree to limit the current land use restrictions to +the terms that are in the existing agreement. They do not want the school +to come back at a later date for something different. Doug Bell will meet +with a school official on Monday to see what their thoughts are about the +subject. It would be hard for them to change the current agreement, but AMF +wants something in writing to that effect. I spoke to AMF's attorney today, +and explained the situation. They are OK with deal if AMF is satisfied. + +AMF's broker said that they will be ready to submit their site plan after +the March 29 hearing. We may close this deal in April. + +The Stage is still on go. An assumption package has been sent to the buyer, +and I have overnighted a copy of the contract and a description of the +details to Wayne McCoy. + +I will be gone Thurs. and Fri. of this week. I will be checking my +messages. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/all_documents/506.","Message-ID: <15546054.1075855697163.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.piazze@enron.com +Subject: Daily California Call Moved to Weekly Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Piazze +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:36 PM --------------------------- +From: James D Steffes@ENRON on 02/21/2001 12:07 PM CST +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Dan Leff/HOU/EES@EES, +David W Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don +Black/HOU/EES@EES, Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, +Eric Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg +Wolfe/HOU/ECT@ECT, Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, +Jeff Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Louise Kitchen/HOU/ECT@ECT, Marcia A +Linton/NA/Enron@Enron, Mary Schoen/NA/Enron@Enron, mday@gmssr.com, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, Mike +Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Frank/NA/Enron@Enron, Robert Johnston/HOU/ECT@ECT, Robert +Neustaedter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Sandra +McCubbin/NA/Enron@Enron, Scott Stoness/HOU/EES@EES, Shelley +Corman/Enron@EnronXGate, Steve C Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, +Steven J Kean/NA/Enron@Enron, Susan J Mara/NA/Enron, Tim Belden/HOU/ECT@ECT, +Tom Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, Wendy Conwell/NA/Enron@ENRON, +William S Bradford/HOU/ECT@ECT, Tara Piazze/NA/Enron@ENRON +cc: +Subject: Daily California Call Moved to Weekly Call + +As a reminder, the daily call on California has ended. + +We will now have a single weekly call on Monday at 10:30 am Houston time. + +Updates will be provided through e-mail as required. + +Jim Steffes +" +"allen-p/all_documents/507.","Message-ID: <27726874.1075855697184.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:30 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/all_documents/508.","Message-ID: <1630423.1075855697206.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Does next Thursday at 3pm fit your schedule to go over the rockies +forecasts? I will set up a room with Kim. + +Here are some suggestions for projects for Colleen: + +1. Review and document systems and processes - The handoffs from ERMS, +TAGG, Unify, Sitara and other systems are not clearly understood by all the + parties trying to make improvements. I think I understand ERMS and +TAGG but the issues facing + scheduling in Unify are grey. + +2. Review and audit complex deals- Under the ""assume it is messed up"" +policy, existing deals could use a review and the booking of new deals need +further scrutiny. + +3. Review risk books- Is Enron accurately accounting for physical +imbalances, transport fuel, park and loan transactions? + +4. Lead trading track program- Recruit, oversee rotations, design training +courses, review progress and make cuts. + +5. Fundamentals- Liason between trading and analysts. Are we looking at +everything we should? Putting a person with a trading mentality should add + some value and direction to the group. + + +In fact there is so much work she could do that you probably need a second MD +to work part time to get it done. + +Phillip +" +"allen-p/all_documents/509.","Message-ID: <22109164.1075855697228.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 03:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: body.shop@enron.com +Subject: Re: FW: Change in the agroup Cycling Schedule +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Body Shop +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +The spinning bikes are so much better than the life cycles. Would you +consider placing several spinning bikes out with the other exercise equipment +and running a spinning video on the TV's. I think the equipment would be +used much more. Members could just jump on a bike and follow the video any +time of day. + +Let me know if this is possible. + +Phillip Allen +X37041" +"allen-p/all_documents/51.","Message-ID: <21454405.1075855666613.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: Transportation Reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +it is ok with me." +"allen-p/all_documents/510.","Message-ID: <6945855.1075855697249.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 23:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: General Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +That would we very helpful. + +Thanks, + +Phillip" +"allen-p/all_documents/511.","Message-ID: <3127140.1075855697270.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 23:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +yes please" +"allen-p/all_documents/512.","Message-ID: <11617511.1075855697292.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +12:11 PM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/all_documents/513.","Message-ID: <2278426.1075855697313.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +11:59 AM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/all_documents/514.","Message-ID: <7914119.1075855697335.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 01:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: General Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jaques, + +After meeting with George and Larry, it was clear that we have different +definitions of cost and profit. Their version includes the salary of a +superintendent and a junior superintendent as hard costs equivalent to third +party subs and materials. Then there is a layer of ""construction management"" +fees of 10%. There are some small incidental cost that they listed would be +paid out of this money. But I think the majority of it is profit. Finally +the builders profit of 1.4 million. + +Keith and I were not sure whether we would be open to paying the supers out +of the cost or having them be paid out of the builders profit. After all, if +they are the builders why does there need to be two additional supervisors? +We were definitely not intending to insert an additional 10% fee in addition +to the superintendent costs. George claims that all of these costs have been +in the cost estimates that we have been using. I reviewed the estimates and +the superintendents are listed but I don't think the construction management +fee is included. + +George gave me some contracts that show how these fees are standard. I will +review and let you know what I think. + +The GP issues don't seem to be a point of contention. They are agreeable to +the 3 out 4 approval process. + +Let me know if you have opinions or sources that I can use to push for only +true costs + 1.4 million. + +Phillip +" +"allen-p/all_documents/515.","Message-ID: <2832535.1075855697356.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 01:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: DRAW2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Please send the latest cost estimates when you get a chance this morning. + +Phillip" +"allen-p/all_documents/516.","Message-ID: <26241958.1075855697378.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 00:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeanie.slone@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: Jeanie Slone +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeanie, + +Lavorato called me into his office to question me about my inquiries into +part time. Nice confidentiality. Since I have already gotten the grief, it +would be nice to get some useful information. What did you find out about +part time, leave of absences, and sabbaticals? My interest is for 2002. + +Phillip" +"allen-p/all_documents/517.","Message-ID: <9136466.1075855697400.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: DRAW2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:44 PM --------------------------- + + +""George Richards"" on 02/15/2001 05:23:35 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: DRAW2.xls + + +Enclosed is a copy of one of the draws submitted to Bank One for a prior +job. + +George W. Richards +Creekside Builders, LLC + + + - DRAW2.xls +" +"allen-p/all_documents/518.","Message-ID: <11517745.1075855697421.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:42 PM --------------------------- + + +""Jeff Smith"" on 02/16/2001 07:24:59 AM +To: +cc: +Subject: RE: + + +Here is what you need to bring. + +Updated rent roll + +Inventory of all personal property including window units. + +Copies of all leases ( we can make these available at the office) + +A copy of the note and deed of trust + +Any service, maintenance and management agreements + +Any environmental studies? + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Friday, February 16, 2001 8:53 AM +> To: jsmith@austintx.com +> Subject: RE: +> +> +> Jeff, +> +> Here is the application from SPB. I guess they want to use the same form +> as a new loan application. I have a call in to Lee O'Donnell to try to +> find out if there is a shorter form. What do I need to be +> providing to the +> buyer according to the contract. I was planning on bringing a copy of the +> survey and a rentroll including deposits on Monday. Please let me know +> this morning what else I should be putting together. +> +> +> Phillip +> +> +> ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +> 08:47 AM --------------------------- +> +> +> ""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +> +> To: ""'Phillip.K.Allen@enron.com'"" +> cc: +> Subject: RE: +> +> +> I was told that you were faxed the loan application. I will send +> attachment +> for a backup. Also, you will need to provide a current rent roll and 1999 +> & +> 2000 operating history (income & expense). +> +> Call me if you need some help. +> +> Thanks +> +> Lee O'Donnell +> +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Thursday, February 15, 2001 11:34 AM +> To: lodonnell@spbank.com +> Subject: +> +> +> Lee, +> +> My fax number is 713-646-2391. Please fax me a loan application +> that I can +> pass on to the buyer. +> +> Phillip Allen +> pallen@enron.com +> 713-853-7041 +> +> +> (See attached file: Copy of Loan App.tif) +> (See attached file: Copy of Multifamily forms) +> +> + +" +"allen-p/all_documents/519.","Message-ID: <3222359.1075855697443.JavaMail.evans@thyme> +Date: Sat, 17 Feb 2001 06:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: MAI Appraisal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would like to have a copy of the appraisal. See you Monday at 2. + +Phillip" +"allen-p/all_documents/52.","Message-ID: <8261094.1075855666634.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 01:55:00 -0800 (PST) +From: cbpres@austin.rr.com +To: pallen@enron.com +Subject: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""George Richards"" +X-To: ""Phillip Allen"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +[IMAGE] + +Phillip: + +Please excuse my oversight is not getting the proforma back to you in a +usable format.? I did not realize that I had selected winmail.dat rather than +sending it as an attachment.?? Then, I did not notice that I had overlooked +your email until today. ??That spread sheet is attached and an updated +proforma will go out to you this evening or tomorrow morning with a timeline. + +? + +George W. Richards + +Creekside Builders, LLC + +? + - image001.jpg + - image001.jpg + - SM134 Proforma.xls" +"allen-p/all_documents/520.","Message-ID: <1347095.1075855697464.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 02:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrew_m_ozuna@mail.bankone.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: andrew_m_ozuna@mail.bankone.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrew, + +Here is an asset statement. I will mail my 98 & 99 Tax returns plus a 2000 +W2. Is this sufficient? + + + +Phillip Allen +713-853-7041 wk +713-463-8626 home" +"allen-p/all_documents/521.","Message-ID: <24946385.1075855697486.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 01:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: lodonnell@spbank.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""O'Donnell, Lee (SPB)"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lee, + +Can you provide me with a copy of the original loan and a copy of the +original appraisal. + +My fax number is 713-646-2391 + +Mailing address: 8855 Merlin Ct, Houston, TX 77055 + +Thank you, + +Phillip Allen" +"allen-p/all_documents/522.","Message-ID: <11278705.1075855697507.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 00:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is the application from SPB. I guess they want to use the same form as +a new loan application. I have a call in to Lee O'Donnell to try to find out +if there is a shorter form. What do I need to be providing to the buyer +according to the contract. I was planning on bringing a copy of the survey +and a rentroll including deposits on Monday. Please let me know this morning +what else I should be putting together. + + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +08:47 AM --------------------------- + + +""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +To: ""'Phillip.K.Allen@enron.com'"" +cc: +Subject: RE: + + +I was told that you were faxed the loan application. I will send attachment +for a backup. Also, you will need to provide a current rent roll and 1999 & +2000 operating history (income & expense). + +Call me if you need some help. + +Thanks + +Lee O'Donnell + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, February 15, 2001 11:34 AM +To: lodonnell@spbank.com +Subject: + + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041 + + + - Copy of Loan App.tif + - Copy of Multifamily forms +" +"allen-p/all_documents/523.","Message-ID: <12224149.1075855697529.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: johnny.palmer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Johnny.palmer@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Forward Reg Dickson's resume to Ted Bland for consideration for the trading +track program. He is overqualified and I'm sure too expensive to fill the +scheduling position I have available. I will work with Cournie Parker to +evaluate the other resumes. + +Phillip" +"allen-p/all_documents/524.","Message-ID: <31043311.1075855697550.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:13:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + +" +"allen-p/all_documents/525.","Message-ID: <7068203.1075855697571.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: lodonnell@spbank.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: lodonnell@spbank.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/all_documents/526.","Message-ID: <12603060.1075855697593.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the 2/2 rentroll. The total does not equal the bank deposit. Your +earlier response answered the questions for #3,11,15,20a, and 35. + +But the deposit was $495 more than the rentroll adds up to. If the answer to +this question lies in apartment 1,13, and 14, can you update this file and +send it back. + +Now I am going to work on a rentroll for this Friday. I will probably send +you some questions about the 2/9 rentroll. Let's get this stuff clean today. + +Phillip" +"allen-p/all_documents/527.","Message-ID: <24066026.1075855697614.JavaMail.evans@thyme> +Date: Wed, 14 Feb 2001 03:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +no. I am on msn messenger." +"allen-p/all_documents/528.","Message-ID: <12589760.1075855697637.JavaMail.evans@thyme> +Date: Wed, 14 Feb 2001 00:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: CERA Analysis - California +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/14/2001 +08:23 AM --------------------------- + + +Robert Neustaedter@ENRON_DEVELOPMENT +02/13/2001 02:51 PM +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Cynthia +Sandherr/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, David W +Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, +Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, Eric +Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg Wolfe/HOU/ECT@ECT, +Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, Jeff +Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, JKLAUBER@LLGM.COM, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Marcia A Linton/NA/Enron@Enron, Mary +Schoen/NA/Enron@Enron, mday@gmssr.com, Margaret Carson/Corp/Enron@ENRON, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, mday@gmssr.com, +Mike Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Johnston/HOU/ECT@ECT, Sandra McCubbin/NA/Enron@Enron, Scott +Stoness/HOU/EES@EES, Shelley Corman/Enron@EnronXGate, Steve C +Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, +Susan J Mara/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tom +Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron +cc: +Subject: CERA Analysis - California + +As discussed in the California conference call this morning, I have prepared +a bullet-point summary of the CERA Special Report titled Beyond the +California Power Crisis: Impact, Solutions, and Lessons.If you have any +questions, my phone number is 713 853-3170. + +Robert + + +" +"allen-p/all_documents/529.","Message-ID: <1858993.1075855697659.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 05:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Re: Great Web Site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the website. " +"allen-p/all_documents/53.","Message-ID: <29528303.1075855666657.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 08:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here is a rentroll for this week. The one you sent for 11/24 looked good. +It seems like most people are paying on time. Did you rent an efficiency to +the elderly woman on a fixed income? Go ahead a use your judgement on the +rent prices for the vacant units. If you need to lower the rent by $10 or +$20 to get things full, go ahead. + + I will be out of the office on Thursday. I will talk to you on Friday. + +Phillip + + + + +" +"allen-p/all_documents/530.","Message-ID: <4927839.1075855697680.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 05:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: EXTRINSIC VALUE WORKSHEET +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + +I checked the transport model and found the following extrinsic values on +January 2nd versus February 11: + + 1/2 2/11 + +Stanfield to Malin 209 81 + +SJ/Perm. to Socal 896 251 + +Sj to Socal 2747 768 + +PGE/Top to Citygate 51 3 + +PGE/Top to KRS 16 4 + +SJ to Valero 916 927 + + +If these numbers are correct, then we haven't increased the extrinsic value +since the beginning of the year. Can you confirm that I am looking at the +right numbers? + + +Phillip" +"allen-p/all_documents/531.","Message-ID: <9862965.1075855697702.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: mark.whitt@enron.com +Subject: Re: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: MARK.WHITT@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +12:18 PM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: AEC Volumes at OPAL + + +" +"allen-p/all_documents/532.","Message-ID: <7961378.1075855697723.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 04:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: russ.whitton@enron.com +Subject: Re: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Russ Whitton +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +12:15 PM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: AEC Volumes at OPAL + + +" +"allen-p/all_documents/533.","Message-ID: <25364451.1075855697745.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:57 AM --------------------------- +From: Mark Whitt@ENRON on 02/08/2001 03:44 PM MST +Sent by: Mark Whitt@ENRON +To: Phillip K Allen/HOU/ECT@ECT +cc: Barry Tycholiz/NA/Enron@ENRON, Paul T Lucci/NA/Enron@Enron +Subject: AEC Volumes at OPAL + +Phillip these are the volumes that AEC is considering selling at Opal over +the next five years. The structure they are looking for is a firm physical +sale at a NYMEX related price. There is a very good chance that they will do +this all with one party. We are definitely being considered as that party. +Given what we have seen in the marketplace they may be one of the few +producers willing to sell long dated physical gas for size into Kern River. + +What would be your bid for this gas? + + +----- Forwarded by Mark Whitt/NA/Enron on 02/08/2001 03:13 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/08/2001 03:12 PM + + To: Mark Whitt/NA/Enron@Enron + cc: + Subject: AEC Volumes at OPAL + + +" +"allen-p/all_documents/534.","Message-ID: <24828491.1075855697767.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: California Gas Demand Growth +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:09 AM --------------------------- +From: Mark Whitt@ENRON on 02/09/2001 03:38 PM MST +Sent by: Mark Whitt@ENRON +To: Barry Tycholiz/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Paul T Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, +Stephanie Miller/Corp/Enron@ENRON +cc: +Subject: California Gas Demand Growth + +This should probably be researched further. If they can really build this +many plants it could have a huge impact on the Cal border basis. Obviously +it is dependent on what capacity is added on Kern, PGT and TW but it is hard +to envision enough subscriptions to meet this demand. Even if it is +subscribed it will take 18 months to 2 years to build new pipe therefore the +El Paso 1.2 Bcf/d could be even more valuable. + + +Mark + + +----- Forwarded by Mark Whitt/NA/Enron on 02/09/2001 03:04 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/09/2001 09:26 AM + + To: Barry Tycholiz/NA/Enron@ENRON, Mark Whitt/NA/Enron@Enron, Paul T +Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT + cc: + Subject: California Gas Demand Growth + + + + +If you wish to run sensitivities to heat rate and daily dispatch, I have +attached the spreadsheet below. + + +Tyrell +303 575 6478 + +" +"allen-p/all_documents/535.","Message-ID: <9546522.1075855697788.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 06:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a draft of a memo we should distribute to the units that are subject +to caps. I wrote it as if it were from you. It should come from the manager. + +It is very important that we tell new tenants what the utility cap for there +unit is when they move in. This needs to be written in on their lease. + +When you have to talk to a tenant complaining about the overages emphasize +that it is only during the peak months and it is already warming up. + +Have my Dad read the memo before you put it out. You guys can make changes +if you need to. + + + + + +Next week we need to take inventory of all air conditioners and +refrigerators. We have to get this done next week. I will email you a form +to use to record serial numbers. The prospective buyers want this +information plus we need it for our records. Something to look forward to. + +It is 2 PM and I have to leave the office. Please have my Dad call me with +the information about the units at home 713-463-8626. He will know what I +mean. + +Talk to you later, + +Phillip" +"allen-p/all_documents/536.","Message-ID: <24669855.1075855697810.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 01:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2001 +09:26 AM --------------------------- + + +""Jeff Smith"" on 02/08/2001 07:08:03 PM +To: +cc: +Subject: the stage + + +I am sending the Dr. a contract for Monday delivery. He is offering +$739,000 with $73,900 down. + +He wants us to finish the work on the units that are being renovated now. +We need to specify those units in the contract. We also need to specify the +units that have not been remodeled. I think he will be a good buyer. He is +a local with plenty of cash. Call me after you get this message. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/all_documents/537.","Message-ID: <27691386.1075855697832.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 23:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll for this Friday. Sorry it is so late. + + + +There are a few problems with the rentroll from 2/2. + +1. I know you mentioned the deposit would be 5360.65 which is what the bank +is showing, but the rentroll only adds up to 4865. The missing money on the +spreadsheet is probably the answer to my other questions below. + +2. #1 Did he pay the rent he missed on 1/26? + +3. #3 Did he miss rent on 1/26 and 2/2? + +4. #11 Missed on 2/2? + +5. #13 Missed on 1/26? + +6. #14 missed on 2/2? + +7. #15 missed on 2/2 and has not paid the 95 from 1/19? + +8. #20a missed on 2/2? + +9. #35 missed on 2/2? + +My guess is some of these were paid but not recorded on the 2/2 rentroll. +You may have sent me a message over the ""chat"" line that I don't remember on +some of these. I just want to get the final rentroll to tie exactly to the +bank deposit. + +Will have some time today to work on a utility letter. Tried to call Wade +last night at 5:30 but couldn't reach him. Will try again today. + +I believe that a doctor from Seguin is going to make an offer. Did you meet +them? If so, what did you think? + +Phillip" +"allen-p/all_documents/538.","Message-ID: <9153929.1075855697853.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 06:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: stage coach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will email you an updated operating statement with Nov and Dec tomorrow +morning. What did the seguin doctor think of the place. + +How much could I get the stagecoach appraised for? Do you still do +appraisals? Could it be valued on an 11 or 12 cap?" +"allen-p/all_documents/539.","Message-ID: <3016680.1075855697875.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 01:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Can you draft the partnership agreement and the construction contract? + +The key business points are: + +1. Investment is a loan with prime + 1% rate + +2. Construction contract is cost plus $1.4 Million + +3. The investors' loan is repaid before any construction profit is paid. + +4. All parties are GP's but 3 out 4 votes needed for major decisions? + +5. 60/40 split favoring the investors. + +With regard to the construction contract, we are concerned about getting a +solid line by line cost estimate and clearly defining what constitutes +costs. Then we need a mechanism to track the actual expenses. Keith and I +would like to oversee the bookkeeping. The builders would be requred to fax +all invoices within 48 hours. We also would want online access to the +checking account of the partnership so we could see if checks were clearing +but invoices were not being submitted. + +Let me know if you can draft these agreements. The GP issue may need some +tweaking. + +Phillip Allen +713-853-7041 +pallen@enron.com + +" +"allen-p/all_documents/54.","Message-ID: <12154178.1075855666678.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 02:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Enron's December physical fixed price deals as of 11/28/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/29/2000 +10:01 AM --------------------------- + + +Anne Bike@ENRON +11/28/2000 09:04 PM +To: pallen70@hotmail.com, prices@intelligencepress.com, lkuch@mh.com +cc: Darron C Giron/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: Enron's December physical fixed price deals as of 11/28/00 + +Attached please find the spreadsheet containing the above referenced +information. + +" +"allen-p/all_documents/540.","Message-ID: <606374.1075855697898.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/07/2001 +07:14 AM --------------------------- + + +Susan J Mara@ENRON +02/06/2001 04:12 PM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, mpalmer@enron.com, Neil +Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Paula +Warren/HOU/EES@EES, Richard L Zdunkewicz/HOU/EES@EES, Richard +Leibert/HOU/EES@EES, Richard Shapiro/NA/Enron@ENRON, Rita +Hennessy/NA/Enron@ENRON, Robert Badeer/HOU/ECT@ECT, Rosalinda +Tijerina/HOU/EES@EES, Sandra McCubbin/NA/Enron@ENRON, Sarah +Novosel/Corp/Enron@ENRON, Scott Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Sharon Dick/HOU/EES@EES, skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya +Leslie/HOU/EES@EES, Tasha Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri +Greenlee/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, +William S Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, +Richard B Sanders/HOU/ECT@ECT, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, dwatkiss@bracepatt.com, +rcarroll@bracepatt.com, Donna Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, +Kathryn Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Ren, Lazure/Western Region/The Bentley +Company@Exchange, Michael Tribolet/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, jklauber@llgm.com, Tamara +Johnson/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Dirk vanUlden/Western Region/The Bentley +Company@Exchange, Steve Walker/SFO/EES@EES, James Wright/Western Region/The +Bentley Company@Exchange, Mike D Smith/HOU/EES@EES, Richard +Shapiro/NA/Enron@Enron +cc: +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! + +Here is a link to the governor's press release. He is billing it as 5,000 MW +of contracts, but then he says that there is only 500 available immediately. +WIth the remainder available from 3 to 10 years. + + +http://www.governor.ca.gov/state/govsite/gov_htmldisplay.jsp?BV_SessionID=@@@@ +1673762879.0981503886@@@@&BV_EngineID=falkdgkgfmhbemfcfkmchcng.0&sCatTitle=Pre +ss+Release&sFilePath=/govsite/press_release/2001_02/20010206_PR01049_longtermc +ontracts.html&sTitle=GOVERNOR+DAVIS+ANNOUNCES+LONG+TERM+POWER+SUPPLY&iOID=1325 +0 +" +"allen-p/all_documents/541.","Message-ID: <24339128.1075855697920.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 06:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Smeltering +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/06/2001 +02:12 PM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/06/2001 12:06 PM + + +To: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Kevin M Presto/HOU/ECT@ECT +cc: LaCrecia Davenport/Corp/Enron@Enron, Bharat Khanna/NA/Enron@Enron +Subject: Smeltering + + +Below are some articles relating to aluminum, power and gas prices. Thought +it would be of interest. +Frank + +--- +---------------------- Forwarded by Michael Pitt/EU/Enron on 06/02/2001 17:00 +--------------------------- + + +Rohan Ziegelaar +30/01/2001 13:45 +To: Lloyd Fleming/LON/ECT@ECT, Andreas Barschkis/EU/Enron@Enron, Michael +Pitt/EU/Enron@Enron +cc: + +Subject: + + + + + + +" +"allen-p/all_documents/542.","Message-ID: <5652115.1075855697941.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: bridgette.anderson@enron.com +Subject: Re: Listing of Desk Directors +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bridgette Anderson +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send it to Ina Rangel she can forward it to appropriate traders. There are +too many to list individually" +"allen-p/all_documents/543.","Message-ID: <2506159.1075855697964.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +My target is to get $225 back out of the stage. Therefore, I could take a +sales price of $740K and carry a second note of $210K. This would still only +require $75K cash from the buyer. After broker fees and a title policy, I +would net around $20K cash. + +You can go ahead and negotiate with the buyer and strike the deal at $740 or +higher with the terms described in the 1st email. Do you want to give the +New Braunfels buyer a quick look at the deal. + + +Phillip" +"allen-p/all_documents/544.","Message-ID: <10216616.1075855697987.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +I am not willing to guarantee to refinance the 1st lien on the stage in 4 +years and drop the rate on both notes at that point to 8%. There are several +reasons that I won't commit to this. Exposure to interest fluctuations, the +large cash reserves needed, and the limited financial resources of the buyer +are the three biggest concerns. + +What I am willing to do is lower the second note to 8% amortized over the +buyers choice of terms up to 30 years. The existing note does not come due +until September 2009. That is a long time. The buyer may have sold the +property. Interest rates may be lower. I am bending over backwards to make +the deal work with such an attractive second note. Guaranteeing to refinance +is pushing too far. + +Can you clarify the dates in the contract. Is the effective date the day the +earnest money is receipted or is it once the feasibility study is complete? + +Hopefully the buyer can live with these terms. I got your fax from the New +Braunfels buyer. If we can't come to terms with the first buyer I will get +started on the list. + +Email or call me later today. + +Phillip + + +" +"allen-p/all_documents/545.","Message-ID: <12638748.1075855698010.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 09:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: susan.scott@enron.com +Subject: Re: Pipe Options Book Admin Role +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan, + +Raised your issue to Sally Beck. Larry is going to spend time with you to +see if he can live without any reports. Also some IT help should be on the +way. + +Phillip" +"allen-p/all_documents/546.","Message-ID: <19897093.1075855698033.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/05/2001 +08:45 AM --------------------------- + + +Jeffrey C Gossett +02/02/2001 09:48 PM +To: Larry May/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: re: book admin for Pipe/Gas daily option book + +When we meet, I would like to address the following issues: + +1.) I had at least 5 people here past midnight on both nights and I have +several people who have not left before 10:30 this week. +2.) It is my understanding that Susan was still booking new day deals on +Thursday night at 8:30 b/c she did not get deal tickets from the trading +floor until after 5:00 p.m. +3.) It is also my understanding that Susan is done with the p&l and +benchmark part of her book often times by 6:00, but that what keeps her here +late is usually running numerous extra models and spreadsheets. (One +suggestion might be a permanent IT person on this book.) (This was also my +understanding from Kyle Etter, who has left the company.) + +I would like to get this resolved as soon as possible so that Larry can get +the information that he needs to be effective and so that we can run books +like this and not lose good people. + +Thanks + + + + +Larry May@ENRON +02/02/2001 02:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry + + + +" +"allen-p/all_documents/547.","Message-ID: <6976308.1075855698056.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +04:43 PM --------------------------- + + + + From: Phillip K Allen 02/02/2001 02:40 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + + + +" +"allen-p/all_documents/548.","Message-ID: <11633969.1075855698078.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + +" +"allen-p/all_documents/549.","Message-ID: <10451526.1075855698099.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: final business points +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:43 PM --------------------------- + + + + From: Phillip K Allen 01/31/2001 01:23 PM + + +To: cbpres@austin.rr.com +cc: llewter@austin.rr.com +Subject: + + +" +"allen-p/all_documents/55.","Message-ID: <29445833.1075855666700.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 09:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: rent roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/28/2000 +05:48 PM --------------------------- + + +""Lucy Gonzalez"" on 11/28/2000 01:02:22 PM +To: pallen@enron.com +cc: +Subject: rent roll + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1124.xls +" +"allen-p/all_documents/550.","Message-ID: <1356022.1075855698120.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would like to go to this meeting. Can you arrange it? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:00 PM --------------------------- + + +Larry May@ENRON +02/02/2001 12:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry +" +"allen-p/all_documents/551.","Message-ID: <7218455.1075855698144.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 06:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com, sally.beck@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett, Sally Beck +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan hours are out of hand. We need to find a solution. Let's meet on +Monday to assess the issue + +Phillip" +"allen-p/all_documents/552.","Message-ID: <21314691.1075855698165.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 06:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Phillip Allen Response on Partnership Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Got your email. I will let Jacques know. I guess we can work out the finer +points next week. The bank here in Houston is dealing with their auditors +this week, so unfortunately I did not hear from them this week. The are +promising to have some feedback by Monday. I will let you know as soon as I +hear from them. + +Phillip" +"allen-p/all_documents/553.","Message-ID: <8911790.1075855698187.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 05:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: info@geoswan.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: info@geoswan.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The probability of building a house this year is increasing. I have shifted +to a slightly different plan. There were too many design items that I could +not work out in the plan we discussed previously. Now, I am leaning more +towards a plan with two wings and a covered courtyard in the center. One +wing would have a living/dining kitchen plus master bedroom downstairs with 3 +kid bedrooms + a laundry room upstairs. The other wing would have a garage + +guestroom downstairs with a game room + office/exercise room upstairs. This +plan still has the same number of rooms as the other plan but with the +courtyard and pool in the center this plan should promote more outdoor +living. I am planning to orient the house so that the garage faces the west. + The center courtyard would be covered with a metal roof with some fiberglass +skylights supported by metal posts. I am envisioning the two wings to have +single slope roofs that are not connected to the center building. + +I don't know if you can imagine the house I am trying to describe. I would +like to come and visit you again this month. If it would work for you, I +would like to drive up on Sunday afternoon on Feb. 18 around 2 or 3 pm. I +would like to see the progress on the house we looked at and tour the one we +didn't have time for. I can bring more detailed drawings of my new plan. + +Call or email to let me know if this would work for you. +pallen70@hotmail.com or 713-463-8626(home), 713-853-7041(work) + + +Phillip Allen + + +PS. Channel 2 in Houston ran a story yesterday (Feb. 2) about a home in +Kingwood that had a poisonous strain of mold growing in the walls. You +should try their website or call the station to get the full story. It would +makes a good case for breathable walls." +"allen-p/all_documents/554.","Message-ID: <27041128.1075855698221.JavaMail.evans@thyme> +Date: Thu, 1 Feb 2001 04:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Re: web site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +8500????? That's twice as valuable as your car! Can't you get a used one +for $3000?" +"allen-p/all_documents/555.","Message-ID: <19013600.1075855698243.JavaMail.evans@thyme> +Date: Thu, 1 Feb 2001 03:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Re: web site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nice. how much? + +Are you trying to keep the economy going?" +"allen-p/all_documents/556.","Message-ID: <22727816.1075855698264.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: 8774820206@pagenetmessage.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: 8774820206@pagenetmessage.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Testing. Sell low and buy high +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001 +04:51 PM --------------------------- + + + + From: Phillip K Allen 01/12/2001 08:58 AM + + +To: 8774820206@pagenetmessage.net +cc: +Subject: + +testing +" +"allen-p/all_documents/557.","Message-ID: <2754791.1075855698286.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Before you write off the stage, a few things to think about. + +1. Operating expenses include $22,000 of materials for maintenance and +repairs. Plus having a full time onsite maintenance man means no extra labor +cost for repairs. There are only 44 units a lot of his time is spent on +repairs. + +2. What is an outside management firm going to do? A full time onsite +manager is all that is required. As I mentioned the prior manager has +interest in returning. Another alternative would be to hire a male manager +that could do more make readies and lawn care. If you turn it over to a +management company you could surely reduce the cost of a full time manager +onsite. + +3. Considering #1 & #2 $115,000 NOI is not necessarily overstated. If you +want to be ultra conservative use $100,000 at the lowest. + +4. Getting cash out is not a priority to me. So I am willing to structure +this deal with minimum cash. A 10% note actually attractive. See below. + +My job just doesn't give me the time to manage this property. This property +definitely requires some time but it has the return to justify the effort. + + +Sales Price 705,000 + +1st Lien 473,500 + +2nd Lien 225,000 + +Transfer fee 7,500 + +Cash required 14,500 + + +NOI 100,000 + +1st Lien 47,292 + +2nd Lien 23,694 + +Cash flow 29,014 + +Cash on cash 200% + + +These numbers are using the conservative NOI, if it comes in at $115K then +cash on cash return would be more like 300%. This doesn't reflect the +additional profit opportunity of selling the property in the next few years +for a higher price. + +Do you want to reconsider? Let me know. + +Phillip +" +"allen-p/all_documents/558.","Message-ID: <28218246.1075855698311.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 23:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on + Edison +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001= +=20 +07:12 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 10:10 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly=20 +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol= +=20 +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT,= +=20 +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H=20 +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES,=20 +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy=20 +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward=20 +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES,= +=20 +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W=20 +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger=20 +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G=20 +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EE= +S,=20 +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James=20 +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EE= +S,=20 +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe=20 +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy=20 +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevi= +n=20 +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES,= +=20 +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EE= +S,=20 +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael=20 +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES= +,=20 +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul=20 +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L=20 +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard=20 +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert=20 +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES,= +=20 +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott=20 +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES,=20 +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tas= +ha=20 +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Ti= +m=20 +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES,=20 +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S=20 +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard = +B=20 +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,= +=20 +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna=20 +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn=20 +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda=20 +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western= +=20 +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron,=20 +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B=20 +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Robert = +C=20 +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: =20 +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on=20 +Edison + + +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 10:02 AM ----- + +=09""Daniel Douglass"" +=0901/30/2001 08:31 AM +=09=09=20 +=09=09 To: , , ,=20 +, , ,=20 +, ,=20 +, , ,=20 +, , ,= +=20 +, , = +,=20 +, ,=20 +, ,=20 + +=09=09 cc:=20 +=09=09 Subject: CPUC Audit Report on Edison + +The following are the highlights from the Executive Summary of the KPMG aud= +it=20 +report on Southern California Edison: +=20 +I. Cash Needs +Highlights: +SCE=01,s original cash forecast, dated as December 28, 2000, projects a com= +plete=20 +cash depletion date of February 1, 2001. Since then SCE has instituted a=20 +program of cash conservation that includes suspension of certain obligation= +s=20 +and other measures.=20 +Based on daily cash forecasts and cash conservation activities, SCE=01,s=20 +available cash improved through January 19 from an original estimate of $51= +.8=20 +million to $1.226 billion. The actual cash flow, given these cash=20 +conservation activities, extends the cash depletion date. +II. Credit Relationships +Highlights: +SCE has exercised all available lines of credit and has not been able to=20 +extend or renew credit as it has become due. +At present, there are no additional sources of credit open to SCE. +SCE=01,s loan agreements provide for specific clauses with respect to defau= +lt.=20 +Generally, these agreements provide for the debt becoming immediately due a= +nd=20 +payable. +SCE=01,s utility plant assets are used to secure outstanding mortgage bond= +=20 +indebtedness, although there is some statutory capacity to issue more=20 +indebtedness if it were feasible to do so. +Credit ratings agencies have downgraded SCE=01,s credit ratings on most of = +its=20 +rated indebtedness from solid corporate ratings to below investment grade= +=20 +issues within the last three weeks. +III. Energy Cost Scenarios +Highlights +This report section uses different CPUC supplied assumptions to assess=20 +various price scenarios upon SCE=01,s projected cash depletion dates. Under= + such=20 +scenarios, SCE would have a positive cash balance until March 30, 2001. +IV. Cost Containment Initiatives +Highlights +SCE has adopted a $460 million Cost Reduction Plan for the year 2001. +The Plan consists of an operation and maintenance component and a capital= +=20 +improvement component as follows (in millions): +Operating and maintenance costs $ 77 +Capital Improvement Costs 383 +Total $ 460 +The Plan provides for up to 2,000 full, part-time and contract positions to= +=20 +be eliminated with approximately 75% of the total staff reduction coming fr= +om=20 +contract employees. +Under the Plan, Capital Improvement Costs totaling $383 million are for the= +=20 +most part being deferred to a future date. +SCE dividends to its common shareholder and preferred stockholders and=20 +executive bonuses have been suspended, resulting in an additional cost=20 +savings of approximately $92 million. +V. Accounting Mechanisms to Track Stranded Cost Recovery (TRA and TCBA=20 +Activity) +Highlights: +As of December 31, 2000, SCE reported an overcollected balance in the=20 +Transition Cost Balancing Account (TCBA) Account of $494.5 million. This=20 +includes an estimated market valuation of its hydro facilities of $500=20 +million and accelerated revenues of $175 million. +As of December 31, 2000, SCE reported an undercollected balance in SCE=01,s= +=20 +Transition Account (TRA) of $4.49 billion. +Normally, the generation memorandum accounts are credited to the TCBA at th= +e=20 +end of each year. However, the current generation memorandum account credit= +=20 +balance of $1.5 billion has not been credited to the TCBA, pursuant to=20 +D.01-01-018. +Costs of purchasing generation are tracked in the TRA and revenues from=20 +generation are tracked in the TCBA. Because these costs and revenues are=20 +tracked separately, the net liability from procuring electric power, as=20 +expressed in the TRA, are overstated. +TURN Proposal +As part of our review, the CPUC asked that we comment on the proposal of TU= +RN=20 +to change certain aspects of the regulatory accounting for transition asset= +s.=20 +Our comments are summarized as follows: +The Proposal would have no direct impact on the cash flows of SCE in that i= +t=20 +would not directly generate nor use cash. +The Proposal=01,s impact on SCE=01,s balance sheet would initially be to sh= +ift=20 +costs between two regulatory assets. +TURN=01,s proposal recognizes that because the costs of procuring power and= + the=20 +revenues from generating power are tracked separately, the undercollection = +in=20 +the TRA is overstated. +VI. Flow of Funds Analysis +Highlights: +In the last five years, SCE had generated net income of $2.7 billion and a= +=20 +positive cash flow from operations of $7 billion. +During the same time period, SCE paid dividends and other distributions to= +=20 +its parent, Edison International, of approximately $4.8 billion. +Edison International used the funds from dividends to pay dividends to its= +=20 +shareholders of $1.6 billion and repurchased shares of its outstanding comm= +on=20 +stock of $2.7 billion, with the remaining funds being used for administrati= +ve=20 +and general costs, investments, and other corporate purposes. +[there is no Section VII] +=20 +VIII. Earnings of California Affiliates +SCE=01,s payments for power to its affiliates were approximately $400-$500= +=20 +million annually and remained relatively stable from 1996 through 1999.=20 +In 2000, the payments increased by approximately 50% to over $600 million.= +=20 +This increase correlates to the increase in market prices +for natural gas for the same period. +A copy of the report is available on the Commission website at=20 +www.cpuc.ca.gov. +=20 +Dan + +" +"allen-p/all_documents/559.","Message-ID: <5722531.1075855698441.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: c@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: C +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +In response to your ideas + +Time and cost + +1. I realize that asking for a fixed price contract would result in the +builder using a higher estimate to cover uncertainty. That " +"allen-p/all_documents/56.","Message-ID: <1808660.1075855666721.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 03:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Nortel box +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +How about 3:30" +"allen-p/all_documents/560.","Message-ID: <11582752.1075855698462.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +What is the latest? Write me a note about what is going on and what issues +you need my help to deal with when you send the rentroll. + +Phillip +" +"allen-p/all_documents/561.","Message-ID: <22059750.1075855698487.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CPUC posts audit reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/30/2001 +11:21 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 09:14 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES, +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES, +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES, +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tasha +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Tim +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES, +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard B +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron, +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Gordon +Savage/HOU/EES@EES, Donna Fulton/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: +Subject: CPUC posts audit reports + +Here's the link for the audit report +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 08:53 AM ----- + + andy brown + 01/29/2001 07:27 PM + Please respond to abb; Please respond to andybrwn + + To: carol@iepa.com + cc: ""'Bill Carlson (E-mail)'"" , ""'Bill +Woods (E-mail)'"" , ""'Bob Ellery (E-mail)'"" +, ""'Bob Escalante (E-mail)'"" +, ""'Bob Gates (E-mail)'"" , +""'Carolyn A Baker (E-mail)'"" , ""'Cody Carter +(E-mail)'"" , ""'Curt Hatton (E-mail)'"" +, ""'Curtis Kebler (E-mail)'"" +, ""'David Parquet'"" +, ""'Dean Gosselin (E-mail)'"" +, ""'Doug Fernley (E-mail)'"" +, ""'Douglas Kerner (E-mail)'"" , +""'Duane Nelsen (E-mail)'"" , ""'Ed Tomeo (E-mail)'"" +, ""'Eileen Koch (E-mail)'"" , +""'Eric Eisenman (E-mail)'"" , ""'Frank DeRosa +(E-mail)'"" , ""'Greg Blue (E-mail)'"" +, ""'Hap Boyd (E-mail)'"" , ""'Hawks Jack +(E-mail)'"" , ""'Jack Pigott (E-mail)'"" +, ""'Jim Willey (E-mail)'"" , ""'Joe +Greco (E-mail)'"" , ""'Joe Ronan (E-mail)'"" +, ""'John Stout (E-mail)'"" , +""'Jonathan Weisgall (E-mail)'"" , ""'Kate Castillo +(E-mail)'"" , ""Kelly Lloyd (E-mail)"" +, ""'Ken Hoffman (E-mail)'"" , +""'Kent Fickett (E-mail)'"" , ""'Kent Palmerton'"" +, ""'Lynn Lednicky (E-mail)'"" , +""'Marty McFadden (E-mail)'"" , ""'Paula Soos'"" +, ""'Randy Hickok (E-mail)'"" +, ""'Rob Lamkin (E-mail)'"" +, ""'Roger Pelote (E-mail)'"" +, ""'Ross Ain (E-mail)'"" +, ""'Stephanie Newell (E-mail)'"" +, ""'Steve Iliff'"" +, ""'Steve Ponder (E-mail)'"" , +""'Susan J Mara (E-mail)'"" , ""'Tony Wetzel (E-mail)'"" +, ""'William Hall (E-mail)'"" +, ""'Alex Sugaoka (E-mail)'"" +, ""'Allen Jensen (E-mail)'"" +, ""'Andy Gilford (E-mail)'"" +, ""'Armen Arslanian (E-mail)'"" +, ""Bert Hunter (E-mail)"" +, ""'Bill Adams (E-mail)'"" , +""'Bill Barnes (E-mail)'"" , ""'Bo Buchynsky +(E-mail)'"" , ""'Bob Tormey'"" , +""'Charles Johnson (E-mail)'"" , ""'Charles Linthicum +(E-mail)'"" , ""'Diane Fellman (E-mail)'"" +, ""'Don Scholl (E-mail)'"" +, ""'Ed Maddox (E-mail)'"" +, ""'Edward Lozowicki (E-mail)'"" +, ""'Edwin Feo (E-mail)'"" , +""'Eric Edstrom (E-mail)'"" , ""'Floyd Gent (E-mail)'"" +, ""'Hal Dittmer (E-mail)'"" , ""'John +O'Rourke'"" , ""'Kawamoto, Wayne'"" +, ""'Ken Salvagno (E-mail)'"" , ""Kent Burton +(E-mail)"" , ""'Larry Kellerman'"" +, ""'Levitt, Doug'"" , ""'Lucian +Fox (E-mail)'"" , ""'Mark J. Smith (E-mail)'"" +, ""'Milton Schultz (E-mail)'"" , ""'Nam +Nguyen (E-mail)'"" , ""'Paul Wood (E-mail)'"" +, ""'Pete Levitt (E-mail)'"" , +""'Phil Reese (E-mail)'"" , ""'Robert Frees (E-mail)'"" +, ""'Ross Ain (E-mail)'"" , ""'Scott +Harlan (E-mail)'"" , ""'Tandy McMannes (E-mail)'"" +, ""'Ted Cortopassi (E-mail)'"" +, ""'Thomas Heller (E-mail)'"" +, ""'Thomas Swank'"" , ""'Tom +Hartman (E-mail)'"" , ""'Ward Scobee (E-mail)'"" +, ""'Brian T. Craggq'"" , ""'J. +Feldman'"" , ""'Kassandra Gough (E-mail)'"" +, ""'Kristy Rumbaugh (E-mail)'"" +, ""Andy Brown (E-mail)"" +, ""Jan Smutny-Jones (E-mail)"" , ""Katie +Kaplan (E-mail)"" , ""Steven Kelly (E-mail)"" + Subject: CPUC posts audit reports + +This email came in to parties to the CPUC proceeding. The materials should +be available on the CPUC website, www.cpuc.ca.gov. The full reports will be +available. ABB + +Parties, this e-mail note is to inform you that the KPMG audit report will be +posted on the web as of 7:00 p.m on January 29, 2001. You will see +the following documents on the web: + +1. President Lynch's statement +2. KPMG audit report of Edison +3. Ruling re: confidentiality + +Here is the link to the web site: +http://www.cpuc.ca.gov/010129_audit_index.htm + + +-- +Andrew Brown +Sacramento, CA +andybrwn@earthlink.net + + + + +" +"allen-p/all_documents/562.","Message-ID: <15307395.1075855698508.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 23:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Bishops Corner Partnership +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Keith and I are reviewing your proposal. We will send you a response by this +evening. + +Phillip" +"allen-p/all_documents/563.","Message-ID: <9566669.1075855698530.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 07:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE:Stock Options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +03:26 PM --------------------------- + + +""Stephen Benotti"" on 01/29/2001 11:24:33 AM +To: ""'pallen@enron.com'"" +cc: +Subject: RE:Stock Options + + + +Phillip here is the information you requested. + +Shares Vest date Grant Price +4584 12-31-01 18.375 +3200 + 1600 12-31-01 20.0625 + 1600 12-31-02 20.0625 +9368 + 3124 12-31-01 31.4688 + 3124 12-31-02 31.4688 + 3120 12-31-03 31.4688 +5130 + 2565 1-18-02 55.50 + 2565 1-18-03 55.50 +7143 + 2381 8-1-01 76.00 + 2381 8-1-02 76.00 + 2381 8-1-03 76.00 +24 + 12 1-18-02 55.50 + 12 1-18-03 55.50 + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. +" +"allen-p/all_documents/564.","Message-ID: <27730911.1075855698551.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 07:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 32 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +That is good news about Leander. + +Now for the stage. I would like to get it sold by the end of March. I have +about $225K invested in the stagecoach, + it looks like I need to get around $745K to breakeven. + +I don't need the cash out right now so if I could get a personal guarantee +and Jaques Craig can +work out the partnership transfer, I would definitely be willing to carry a +second lien. I understand second liens are going for 10%-12%. +Checkout this spreadsheet. + + + + + +These numbers should get the place sold in the next fifteen minutes. +However, I am very concerned about the way it is being shown. Having Lucy +show it is not a good idea. I need you to meet the buyers and take some +trips over to get more familar with the property. My dad doesn't have the +time and I don't trust +Lucy or Wade to show it correctly. I would prefer for you to show it from +now on. + +I will have the operating statements complete through December by this +Friday. + + +Phillip + + + + +" +"allen-p/all_documents/565.","Message-ID: <2377195.1075855698574.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 04:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Re: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +12:14 PM --------------------------- +To: +cc: +Subject: Re: SM134 + +George, + +Here is a spreadsheet that illustrates the payout of investment and builders +profit. Check my math, but it looks like all the builders profit would be +recouped in the first year of operation. At permanent financing $1.1 would +be paid, leaving only .3 to pay out in the 1st year. + + + +Since almost 80% of builders profit is repaid at the same time as the +investment, I feel the 65/35 is a fair split. However, as I mentioned +earlier, I think we should negotiate to layer on additional equity to you as +part of the construction contract. + +Just to begin the brainstorming on what a construction agreement might look +like here are a few ideas: + + 1. Fixed construction profit of $1.4 million. Builder doesn't benefit from +higher cost, rather suffers as an equity holder. + + 2. +5% equity for meeting time and costs in original plan ($51/sq ft, phase +1 complete in November) + +5% equity for under budget and ahead of schedule + -5% equity for over budget and behind schedule + +This way if things go according to plan the final split would be 60/40, but +could be as favorable as 55/45. I realize that what is budget and schedule +must be discussed and agreed upon. + +Feel free to call me at home (713)463-8626 + + +Phillip + + +" +"allen-p/all_documents/566.","Message-ID: <23755959.1075855698595.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 07:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Loan for San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +We should hear from the bank in Houston on Monday. + +The best numbers and times to reach me: + +work 713-853-7041 +fax 713-464-2391 +cell 713-410-4679 +home 713-463-8626 +pallen70@hotmail.com (home) +pallen@enron.com (work) + +I am usually at work M-F 7am-5:30pm. Otherwise try me at home then on my +cell. + +Keiths numbers are: + +work 713-853-7069 +fax 713-464-2391 +cell 713-502-9402 +home 713-667-5889 +kholst@enron.com + +Phillip +" +"allen-p/all_documents/567.","Message-ID: <2221457.1075855698617.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: Re: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dexter Steis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dexter, + +You should receive a guest id shortly. + +Phillip" +"allen-p/all_documents/568.","Message-ID: <23514401.1075855698638.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:55:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +Can you accomodate Dexter as we have in the past. This has been very helpful +in establishing a fair index at Socal Border. + +Phillip + +Please cc me on the email with a guest password. The sooner the better as +bidweek is underway. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:49 AM --------------------------- + + +Dexter Steis on 01/26/2001 07:28:29 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: NGI access to eol + + +Phillip, + +I was wondering if I could trouble you again for another guest id for eol. +In previous months, it has helped us here at NGI when we go to set indexes. + +I appreciate your help on this. + +Dexter + +" +"allen-p/all_documents/569.","Message-ID: <2439533.1075855698661.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Status of QF negotiations on QFs & Legislative Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:41 AM --------------------------- + + + + From: Chris H Foster 01/26/2001 05:50 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT +Subject: Status of QF negotiations on QFs & Legislative Update + +Phillip: + +It looks like a deal with the non gas fired QFs is iminent. One for the gas +generators is still quite a ways off. + +The non gas fired QFs will be getting a fixed price for 5 years and reverting +back to their contracts thereafter. They also will give back + +I would expect that the gas deal using an implied gas price times a heat rate +would be very very difficult to close. Don't expect hedgers to come any time +soon. + +I will keep you abreast of developments. + +C +---------------------- Forwarded by Chris H Foster/HOU/ECT on 01/26/2001 +05:42 AM --------------------------- + + +Susan J Mara@ENRON +01/25/2001 06:02 PM +To: Michael Tribolet/Corp/Enron@Enron, Christopher F Calger/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Michael Etringer/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, Sandra McCubbin/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT +cc: +Subject: Status of QF negotiations on QFs & Legislative Update + +This from a conference call with IEP tonight at 5 pm: + +RE; Non-Gas-fired QFs -- The last e-mail I sent includes the latest version +of the IEP proposal. Negotiations with SCE on this proposal are essentially +complete. PG&E is OK with the docs. All QFs but Calpine have agreed with +the IEP proposal -- Under the proposal, PG&E would ""retain"" $106 million (of +what, I'm not sure -- I think they mean a refund to PG&E from QFs who +switched to PX pricing). The money would come from changing the basis for the +QF payments from the PX price to the SRAC price, starting back in December +(and maybe earlier). + +PG&E will not commit to a payment schedule and will not commit to take the +Force Majeure notices off the table. QFs are asking IEP to attempt to get +some assurances of payment. + +SCE has defaulted with its QFs; PG&E has not yet -- but big payments are due +on 2/2/01. + +For gas-fired QFs -- Heat rate of 10.2 included in formula for PG&E's +purchases from such QFs. Two people are negotiating the these agreements +(Elcantar and Bloom), but they are going very slowly. Not clear this can be +resolved. Batten and Keeley are refereeing this. No discussions on this +occurred today. + +Status of legislation -- Keeley left town for the night, so not much will +happen on the QFs.Assembly and Senate realize they have to work together. +Plan to meld together AB 1 with Hertzberg's new bill . Hydro as security is +dead. Republicans were very much opposed to it. + + +" +"allen-p/all_documents/57.","Message-ID: <31395027.1075855666743.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 06:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + I received the drawings. They look good at first glance. I will look at +them in depth this weekend. The proforma was in the winmail.dat format which +I cannot open. Please resend in excel or a pdf format. If you will send it +to pallen70@hotmail.com, I will be able to look at it this weekend. Does +this file have a timeline for the investment dollars? I just want to get a +feel for when you will start needing money. + + +Phillip" +"allen-p/all_documents/570.","Message-ID: <31274667.1075855698684.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Interviews Needed - 2/15/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Patti, + +This sounds like an opportunity to land a couple of analyst to fill the gaps +in scheduling. Remember their rotations last for one year. Do you want to +be an interviewer? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:46 PM --------------------------- + + + + From: Jana Giovannini 01/24/2001 09:42 AM + + +To: Chris Gaskill/Corp/Enron@Enron, Marc De La Roche/HOU/ECT@ECT, Mark A +Walker/NA/Enron@Enron, Andrea V Reed/HOU/ECT@ECT, Katherine L +Kelly/HOU/ECT@ECT, Stacey W White/HOU/ECT@ECT, John Best/NA/Enron, Timothy J +Detmering/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, Frank W +Vickers/NA/Enron@Enron, Carl Tricoli/Corp/Enron@Enron, Edward D +Baughman/HOU/ECT@ECT, Larry Lawyer/NA/Enron@Enron, Jere C +Overdyke/HOU/ECT@ECT, Brad Blesie/Corp/Enron@ENRON, Lynette +LeBlanc/Houston/Eott@Eott, Thomas Myers/HOU/ECT, Jeffrey C +Gossett/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Kayne Coulter/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Chris Abel/HOU/ECT@ECT, Steve +Venturatos/HOU/ECT@ECT, Ben Jacoby/HOU/ECT@ECT +cc: David W Delainey/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Mike +McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT +Subject: Analyst Interviews Needed - 2/15/01 + + + + +All, + +The Analyst and Associate Programs recognize we have many Analyst needs that +need to be addressed immediately. While we anticipate many new Analysts +joining Enron this summer (late May) and fulltime (August) we felt it +necessary to address some of the immediate needs with an Off-Cycle Recruiting +event. We are planning this event for Thursday, February 15 and are inviting +approximately 30 candidates to be interviewed. I am asking that you forward +this note to any potential interviewers (Managers or above). We will conduct +first round interviews in the morning and the second round interviews in the +afternoon. We need for interviewers to commit either to the morning +(9am-12pm) or afternoon (2pm-5pm) complete session. Please submit your +response using the buttons below and update your calendar for this date. In +addition, we will need the groups that have current needs to commit to taking +one or more of these Analysts should they be extended an offer. Thanks in +advance for your cooperation. + + + + +Thank you, +Jana + + +" +"allen-p/all_documents/571.","Message-ID: <3162263.1075855698705.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: nick.politis@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Nick Politis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nick, + +There is a specific program that we are using to recruit, train, and mentor +new traders on the gas and power desks. The trading track program is being +coordinated by Ted Bland. I have forwarded him your resume. Give him a call +and he will fill you in on the details of the program. + +Phillip" +"allen-p/all_documents/572.","Message-ID: <31494449.1075855698727.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Kidventure Camp +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:39 PM --------------------------- + + Enron North America Corp. + + From: WorkLife Department and Kidventure @ ENRON +01/24/2001 09:00 PM + + +Sent by: Enron Announcements@ENRON +To: All Enron Houston +cc: +Subject: Kidventure Camp + +" +"allen-p/all_documents/573.","Message-ID: <6052394.1075855698749.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +#32 and #29 are fine. + +#28 paid weekly on 1/5. Then he switched to biweekly. He should have paid +260 on 1/12. Two weeks rent in advance. Instead he paid 260 on 1/19. He +either needs to get back on schedule or let him know he is paying in the +middle of his two weeks. He is only paid one week in advance. This is not a +big deal, but you should be clear with tenants that rent is due in advance. + +Here is an updated rentroll. Please use this one instead of the one I sent +you this morning. + +Finally, can you fax me the application and lease from #9. + + + +Phillip" +"allen-p/all_documents/574.","Message-ID: <19114956.1075855698770.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 00:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Draft of Opposition to ORA/TURN petition +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +08:17 AM --------------------------- +From: Leslie Lawner@ENRON on 01/24/2001 08:17 PM CST +To: MBD +cc: Harry Kingerski/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Don Black/HOU/EES@EES, +James Shirley/HOU/EES@EES, Frank Ermis/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT +Subject: Re: Draft of Opposition to ORA/TURN petition + +Everything is short and sweet except the caption! One comment. The very +last sentence reads : PG&E can continue to physically divert gas if +necessary . . . "" SInce they haven't actually begun to divert yet, let's +change that sentence to read ""PG&E has the continuing right to physically +divert gas if necessary..."" + +I will send this around for comment. Thanks for your promptness. + +Any comments, anyone? + + + + MBD + 01/24/2001 03:47 PM + + To: ""'llawner@enron.com'"" + cc: + Subject: Draft of Opposition to ORA/TURN petition + + +Leslie: + +Here is the draft. Short and sweet. Let me know what you think. We will +be ready to file on Friday. Mike Day + + <> + + - X20292.DOC + + +" +"allen-p/all_documents/575.","Message-ID: <14933673.1075855698791.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 23:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. I still have questions on #28,#29, and #32. +" +"allen-p/all_documents/576.","Message-ID: <3100847.1075855698813.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Cc: cbpres@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: cbpres@austin.rr.com +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: cbpres@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +I met with a banker that is interested in financing the project. They need +the following: + +Financial statements plus last two years tax returns. +Builders resume listing similar projects + +The banker indicated he could pull together a proposal by Friday. If we are +interested in his loan, he would want to come see the site. +If you want to overnight me the documents, I will pass them along. You can +send them to my home or office (1400 Smith, EB3210B, Houston, TX 77002). + +The broker is Jim Murnan. His number is 713-781-5810, if you want to call +him and send the documents to him directly. + +It sounds like the attorneys are drafting the framework of the partnership +agreement. I would like to nail down the outstanding business points as soon +as possible. + +Please email or call with an update. + + +Phillip " +"allen-p/all_documents/577.","Message-ID: <5903182.1075855698839.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 06:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: Response to PGE request for gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/22/2001 +02:06 PM --------------------------- +From: Travis McCullough on 01/22/2001 01:48 PM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Response to PGE request for gas + +Draft response to PGE -- do you have any comments? + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 +----- Forwarded by Travis McCullough/HOU/ECT on 01/22/2001 01:47 PM ----- + + William S Bradford + 01/22/2001 01:44 PM + + To: Travis McCullough/HOU/ECT@ECT + cc: + Subject: Re: Response to PGE request for gas + +Works for me. Have you run it by Phillip Allen? + + + + +From: Travis McCullough on 01/22/2001 01:29 PM +To: William S Bradford/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Elizabeth Sager/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron +cc: +Subject: Response to PGE request for gas + +Please call me with any comments or questions. + + + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 + + + + +" +"allen-p/all_documents/578.","Message-ID: <27887069.1075855698863.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mike.grigsby@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +By STEVE EVERLY - The Kansas City Star +Date: 01/20/01 22:15 + +As natural gas prices rose in December, traders at the New York Mercantile +Exchange kept one eye on the weather forecast and another on a weekly gas +storage number. + +The storage figures showed utilities withdrawing huge amounts of gas, and the +forecast was for frigid weather. Traders put the two together, anticipated a +supply crunch and drove gas prices to record heights. + +""Traders do that all the time; they're looking forward,"" said William Burson, +a trader. ""It makes the market for natural gas."" + +But the market's response perplexed Chris McGill, the American Gas +Association's director of gas supply and transportation. He had compiled the +storage numbers since they were first published in 1994, and in his view the +numbers were being misinterpreted to show a situation far bleaker than +reality. + +""It's a little frustrating that they don't take the time to understand what +we are reporting,"" McGill said. + +As consumer outrage builds over high heating bills, the hunt for reasons -- +and culprits -- is on. Some within the natural gas industry are pointing +fingers at Wall Street. + +Stephen Adik, senior vice president of the Indiana utility NiSource, recently +stepped before an industry conference and blamed the market's speculators for +the rise in gas prices. + +""It's my firm belief ... that today's gas prices are being manipulated,"" Adik +told the trade magazine Public Utilities Fortnightly. + +In California, where natural gas spikes have contributed to an electric +utility crisis, six investigations are looking into the power industry. + +Closer to home, observers note that utilities and regulators share the blame +for this winter's startling gas bills, having failed to protect their +customers and constituents from such price spikes. + +Most utilities, often with the acquiescence of regulators, failed to take +precautions such as fixed-rate contracts and hedging -- a sort of price +insurance -- that could have protected their customers by locking in gas +prices before they soared. + +""We're passing on our gas costs, which we have no control over,"" said Paul +Snider, a spokesman for Missouri Gas Energy. + +But critics say the utilities shirked their responsibility to customers. + +""There's been a failure of risk management by utilities, and that needs to +change,"" said Ed Krapels, director of gas power services for Energy Security +Analysis Inc., an energy consulting firm in Wakefield, Mass. + + +Hot topic + +Consumers know one thing for certain: Their heating bills are up sharply. In +many circles, little else is discussed. + +The Rev. Vincent Fraser of Glad Tidings Assembly of God in Kansas City is +facing a $1,456 December bill for heating the church -- more than double the +previous December's bill. Church members are suffering from higher bills as +well. + +The Sunday collection is down, said Fraser, who might have to forgo part of +his salary. For the first time, the church is unable to meet its financial +pledge to overseas missionaries because the money is going to heating. + +""It's the talk of the town here,"" he said. + +A year ago that wasn't a fear. Wholesale gas prices hovered just above $2 per +thousand cubic feet -- a level that producers say didn't make it worthwhile +to drill for gas. Utilities were even cutting the gas prices paid by +customers. + +But trouble was brewing. By spring, gas prices were hitting $4 per thousand +cubic feet, just as utilities were beginning to buy gas to put into storage +for winter. + +There was a dip in the fall, but then prices rebounded. By early November, +prices were at $5 per thousand cubic feet. The federal Energy Information +Administration was predicting sufficient but tight gas supplies and heating +bills that would be 30 percent to 40 percent higher. + +But $10 gas was coming. Below-normal temperatures hit much of the country, +including the Kansas City area, and fears about tight supplies roiled the gas +markets. + +""It's all about the weather,"" said Krapels of Energy Security Analysis. + +Wholesale prices exploded to $10 per thousand cubic feet, led by the New York +traders. Natural gas sealed its reputation as the most price-volatile +commodity in the world. + + +Setting the price + +In the 1980s, the federal government took the caps off the wellhead price of +gas, allowing it to float. In 1990, the New York Mercantile began trading +contracts for future delivery of natural gas, and that market soon had +widespread influence over gas prices. + +The futures contracts are bought and sold for delivery of natural gas as soon +as next month or as far ahead as three years. Suppliers can lock in sale +prices for the gas they expect to produce. And big gas consumers, from +utilities to companies such as Farmland Industries Inc., can lock in what +they pay for the gas they expect to use. + +There are also speculators who trade the futures contracts with no intention +of actually buying or selling the gas -- and often with little real knowledge +of natural gas. + +But if they get on the right side of a price trend, traders don't need to +know much about gas -- or whatever commodity they're trading. Like all +futures, the gas contracts are purchased on credit. That leverage adds to +their volatility and to the traders' ability to make or lose a lot of money +in a short time. + +As December began, the price of natural gas on the futures market was less +than $7 per thousand cubic feet. By the end of the month it was nearly $10. +Much of the spark for the rally came from the American Gas Association's +weekly storage numbers. + +Utilities buy ahead and store as much as 50 percent of the gas they expect to +need in the winter. + +Going into the winter, the storage levels were about 5 percent less than +average, in part because some utilities were holding off on purchasing, in +hopes that the summer's unusually high $4 to $5 prices would drop. + +Still, the American Gas Association offered assurances that supplies would be +sufficient. But when below-normal temperatures arrived in November, the +concerns increased among traders that supplies could be insufficient. + +Then the American Gas Association reported the lowest year-end storage +numbers since they were first published in 1994. Still, said the +association's McGill, there was sufficient gas in storage. + +But some utility executives didn't share that view. William Eliason, vice +president of Kansas Gas Service, said that if December's cold snap had +continued into January, there could have been a real problem meeting demand. + +""I was getting worried,"" he said. + +Then suddenly the market turned when January's weather turned warmer. +Wednesday's storage numbers were better than expected, and futures prices +dropped more than $1 per thousand cubic feet. + + +Just passing through + +Some utilities said there was little else to do about the price increase but +pass their fuel costs on to customers. + +Among area utilities, Kansas Gas Service increased its customers' cost-of-gas +charge earlier this month to $8.68 per thousand cubic feet. And Missouri Gas +Energy has requested an increase to $9.81, to begin Wednesday. + +Sheila Lumpe, chairwoman of the Missouri Public Service Commission, said last +month that because utilities passed along their wholesale costs, little could +be done besides urging consumers to join a level-payment plan and to conserve +energy. + +Kansas Gas Service had a small hedging program in place, which is expected to +save an average customer about $25 this winter. + +Missouri Gas Energy has no hedging program. It waited until fall to seek an +extension of the program and then decided to pass when regulators would not +guarantee that it could recover its hedging costs. + +Now utilities are being asked to justify the decisions that have left +customers with such high gas bills. And regulators are being asked whether +they should abandon the practice of letting utilities pass along their fuel +costs. + +On Friday, Doug Micheel, senior counsel of the Missouri Office of the Public +Counsel, said his office would ask the Missouri Public Service Commission to +perform an emergency audit of Missouri Gas Energy's gas purchasing practices. + +""Consumers are taking all the risk,"" Micheel said. ""It's time to consider +some changes."" + + +To reach Steve Everly, call (816) 234-4455 or send e-mail to +severly@kcstar.com. + + + +------------------------------------------------------------------------------ +-- +All content , 2001 The Kansas City Star " +"allen-p/all_documents/579.","Message-ID: <9664038.1075855698885.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 00:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +message board" +"allen-p/all_documents/58.","Message-ID: <12779248.1075855666764.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 04:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas Trading 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Paula, + + I looked over the plan. It looks fine. + +Phillip" +"allen-p/all_documents/580.","Message-ID: <20040851.1075855698906.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 00:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +need help. " +"allen-p/all_documents/581.","Message-ID: <7197911.1075855698928.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is a recent rentroll. I understand another looker went to the +property. I want to hear the feedback no matter how discouraging. I am in +Portland for the rest of the week. You can reach me on my cell phone +713-410-4679. My understanding was that you would be overnighting some +closing statements for Leander on Friday. Please send them to my house (8855 +Merlin Ct, Houston, TX 77055). + +Call me if necessary. + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2001 +08:06 AM --------------------------- + + +""phillip allen"" on 01/16/2001 06:36:15 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________ +Get your FREE download of MSN Explorer at http://explorer.msn.com + + - rentroll_investors_0112.xls +" +"allen-p/all_documents/582.","Message-ID: <11575741.1075855698949.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +The wire should go out today. I am in Portland but can be reached by cell +phone 713-410-4679. Call me if there are any issues. I will place a call to +my attorney to check on the loan agreement. + +Phillip" +"allen-p/all_documents/583.","Message-ID: <4885492.1075855698970.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 07:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Why did so many tenants not pay this week? + +#12 95 +#21 240 +#27 120 +#28 260 +#33 260 + +Total 975 + +It seems these apartments just missed rent. What is up? + +Other questions: + +#9-Why didn't they pay anything? By my records, they still owe $40 plus rent +should have been due on 12/12 of $220. + +#3-Why did they short pay? +" +"allen-p/all_documents/584.","Message-ID: <2784209.1075855698995.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: California Action Update 1-14-00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:25 AM --------------------------- +From: James D Steffes@ENRON on 01/15/2001 11:36 AM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Michael +Tribolet/Corp/Enron@Enron, Vicki Sharp/HOU/EES@EES, Christian +Yoder/HOU/ECT@ECT, pgboylston@stoel, Travis McCullough/HOU/ECT@ECT, Don +Black/HOU/EES@EES, Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Wanda +Curry/HOU/EES@EES, Scott Stoness/HOU/EES@EES, mday@gmssr.com, Susan J +Mara/NA/Enron@ENRON, robert.c.williams@enron.com, William S +Bradford/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Mary +Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON +cc: +Subject: California Action Update 1-14-00 + +Enron has agreed that the key issue is to focus on solving the S-T buying +needs. Attached is a spreadsheet that outlines the $ magnitude of the next +few months. + +TALKING POINTS: + +Lot's of questions about DWR becoming the vehicle for S-T buying and there +is a significant legal risk for it becoming the vehicle. WE DO NEED +SOMETHING TO BRIDGE BEFORE WE PUT IN L-T CONTRACTS. +Huge and growing shortfall ($3.2B through March 31, 2001) +The SOONER YOU CAN PUT IN L-T CONTRACTS STOP THE BLEEDING. +Bankruptcy takes all authority out of the Legislature's hands. + +ACTION ITEMS: + +1. Energy Sales Participation Agreement During Bankruptcy + +Michael Tribolet will be contacting John Klauberg to discuss how to organize +a Participation Agreement to sell to UDCs in Bankruptcy while securing Super +Priority. + +2. Legislative Language for CDWR (?) Buying Short-Term + +Sandi McCubbin / Jeff Dasovich will lead team to offer new language to meet +S-T requirements of UDCs. Key is to talk with State of California Treasurer +to see if the $ can be found or provided to private firms. ($3.5B by end of +April). Pat Boylston will develop ""public benefit"" language for options +working with Mike Day. He can be reached at 503-294-9116 or +pgboylston@stoel.com. + +3. Get Team to Sacramento + +Get with Hertzberg to discuss the options (Bev Hansen). Explain the +magnitude of the problem. Get Mike Day to help draft language. + +4. See if UDCs have any Thoughts + +Steve Kean will communicate with UDCs to see if they have any solutions or +thougths. Probably of limited value. + +5. Update List + +Any new information on this should be communicated to the following people as +soon as possible. These people should update their respective business units. + +ENA Legal - Christian Yoder / Travis McCullough +Credit - Michael Tribolet +EES - Vicki Sharp / Don Black +ENA - Tim Belden / Philip Allen +Govt Affairs - Steve Kean / Richard Shapiro + + +" +"allen-p/all_documents/585.","Message-ID: <19332193.1075855699017.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California - Jan 13 meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:18 AM --------------------------- +From: Steven J Kean@ENRON on 01/14/2001 01:52 PM CST +To: Kenneth Lay/Corp/Enron@ENRON, Jeff Skilling/Corp/Enron@ENRON, Mark +Koenig/Corp/Enron@ENRON, Rick Buy/HOU/ECT@ECT, David W Delainey/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, Greg Whalley/HOU/ECT@ECT, Mark +Frevert/NA/Enron@Enron, Karen S Owens@ees@EES, Thomas E White/HOU/EES@EES, +Marty Sunde/HOU/EES@EES, Dan Leff/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Alan +Comnes/PDX/ECT@ECT, Karen Denne/Corp/Enron@ENRON, Mark E +Haedicke/HOU/ECT@ECT, Wanda Curry/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Linda +Robertson/NA/Enron@ENRON, James D Steffes/NA/Enron@Enron, Harry +Kingerski/NA/Enron@Enron, Roger Yang/SFO/EES@EES, Dennis +Benevides/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Susan J Mara/SFO/EES@EES, +Sandra McCubbin/NA/Enron@Enron, David Parquet/SF/ECT@ECT, Robert +Johnston/HOU/ECT@ECT, Don Black/HOU/EES@EES, Mark Palmer/Corp/Enron@ENRON, +Michael Tribolet/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Stephen Swain/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: California - Jan 13 meeting + +Attached is a summary of the Jan 13 Davis-Summers summit on the California +power situation. We will be discussing this at the 2:00 call today. + + +" +"allen-p/all_documents/586.","Message-ID: <8608361.1075855699039.JavaMail.evans@thyme> +Date: Sat, 13 Jan 2001 11:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: kristin.walsh@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kristin Walsh +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kristin, + +Thank you for the California update. Please continue to include me in all +further intellegence reports regarding the situation in California. + +Phillip" +"allen-p/all_documents/587.","Message-ID: <27568618.1075855699061.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Rotating +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrea, + +Please resend the first three resumes. + +Phillip" +"allen-p/all_documents/588.","Message-ID: <26166148.1075855699082.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Rotating +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:45 PM --------------------------- + + Enron North America Corp. + + From: Andrea Richards @ ENRON 01/10/2001 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Analyst Rotating + +Phillip, attached are resumes of analysts that are up for rotation. If you +are interested, you may contact them directly. + +, , + + +" +"allen-p/all_documents/589.","Message-ID: <10069888.1075855699104.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Preliminary 2001 Northwest Hydro Outlook +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:34 PM --------------------------- + + +TIM HEIZENRADER +01/11/2001 10:17 AM +To: Phillip K Allen/HOU/ECT@ECT, John Zufferli/CAL/ECT@ECT +cc: Cooper Richey/PDX/ECT@ECT +Subject: Preliminary 2001 Northwest Hydro Outlook + + + + +Here's our first cut at a full year hydro projection: Please keep +confidential. +" +"allen-p/all_documents/59.","Message-ID: <32466940.1075855666786.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 00:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/17/2000 +08:27 AM --------------------------- + + +""George Richards"" on 11/17/2000 05:25:35 AM +Please respond to +To: ""Phillip Allen"" , ""Larry Lewter"" + +cc: +Subject: SM134 Proforma.xls + + +Enclosed is the cost breakdown for the appraiser. Note that the +construction management fee (CMF) is stated at 12.5% rather than our +standard rate of 10%. This will increase cost and with a loan to cost ratio +of 75%, this will increase the loan amount and reduce required cash equity. + +Also, we are quite confident that the direct unit and lot improvement costs +are high. Therefore, we should have some additional room once we have +actual bids, as The Met project next door is reported to have cost $49 psf +without overhead or CMF, which is $54-55 with CMF. + +It appears that the cash equity will be $1,784,876. However, I am fairly +sure that we can get this project done with $1.5MM. + +I hope to finish the proforma today. The rental rates that we project are +$1250 for the 3 ADA units, $1150-1200 for the 2 bedroom and $1425 for the 3 +bedroom. Additional revenues could be generated by building detached +garages, which would rent for $50-75 per month. + + + + + - winmail.dat +" +"allen-p/all_documents/590.","Message-ID: <29620511.1075855699125.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Here are the key gas contacts. + + Work Home Cell + +Phillip Allen X37041 713-463-8626 713-410-4679 + +Mike Grigsby X37031 713-780-1022 713-408-6256 + +Keith Holst X37069 713-667-5889 713-502-9402 + + +Please call me with any significant developments. + +Phillip " +"allen-p/all_documents/592.","Message-ID: <13595482.1075855699169.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 06:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: updated lease information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The apartments that have new tenants since December 15th are: +1,2,8,12,13,16,20a,20b,25,32,38,39. + +Are we running an apartment complex or a motel? + +Please update all lease information on the 1/12 rentroll and email it to me +this afternoon. + +Phillip" +"allen-p/all_documents/593.","Message-ID: <27146733.1075855699190.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 05:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Wiring instructions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Do you want the loan and wire amount to be for exactly $1.1 million. + +Phillip" +"allen-p/all_documents/594.","Message-ID: <15534566.1075855699212.JavaMail.evans@thyme> +Date: Wed, 10 Jan 2001 22:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: ben.jacoby@enron.com +Subject: Re: Analyst PRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ben Jacoby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for representing Matt. + +Phillip" +"allen-p/all_documents/595.","Message-ID: <2422582.1075855699234.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 09:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Here is a spreadsheet that illustrates the payout of investment and builders +profit. Check my math, but it looks like all the builders profit would be +recouped in the first year of operation. At permanent financing $1.1 would +be paid, leaving only .3 to pay out in the 1st year. + + + +Since almost 80% of builders profit is repaid at the same time as the +investment, I feel the 65/35 is a fair split. However, as I mentioned +earlier, I think we should negotiate to layer on additional equity to you as +part of the construction contract. + +Just to begin the brainstorming on what a construction agreement might look +like here are a few ideas: + + 1. Fixed construction profit of $1.4 million. Builder doesn't benefit from +higher cost, rather suffers as an equity holder. + + 2. +5% equity for meeting time and costs in original plan ($51/sq ft, phase +1 complete in November) + +5% equity for under budget and ahead of schedule + -5% equity for over budget and behind schedule + +This way if things go according to plan the final split would be 60/40, but +could be as favorable as 55/45. I realize that what is budget and schedule +must be discussed and agreed upon. + +Feel free to call me at home (713)463-8626 + + +Phillip + + " +"allen-p/all_documents/596.","Message-ID: <14810202.1075855699255.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 03:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Cc: gallen@thermon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gallen@thermon.com +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: gallen@thermon.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a schedule of the most recent utility bills and the overages. There +are alot of overages. It will probably get worse this month because of all +the cold weather. + +You need to be very clear with all new tenants about the electricity cap. +This needs to be handwritten on all new leases. + +I am going to fax you copies of the bills that support this spreadsheet. We +also need to write a short letter remind everyone about the cap and the need +to conserve energy if they don't want to exceed their cap. I will write +something today. + + + +Wait until you have copies of the bills and the letter before you start +collecting. + +Phillip" +"allen-p/all_documents/597.","Message-ID: <8291442.1075855699277.JavaMail.evans@thyme> +Date: Mon, 8 Jan 2001 23:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +We do not understand our VAR. Can you please get us all the detailed reports +and component VAR reports that you can produce? + +The sooner the better. + +Phillip" +"allen-p/all_documents/598.","Message-ID: <2719904.1075855699298.JavaMail.evans@thyme> +Date: Fri, 5 Jan 2001 03:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: tbland@enron.com +Subject: Re: Needs Assessment Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: tbland@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ted, + +Andrea in the analysts pool asked me to fill out this request. Can you help +expedite this process? + + +Phillip + +" +"allen-p/all_documents/599.","Message-ID: <12301194.1075855699320.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 23:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: fescofield@1411west.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: fescofield@1411west.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Frank, + +Did you receive the information about the San Marcos apartments. I have left +several messages at your office to follow up. You mentioned that your plate +was fairly full. Are you too busy to look at this project? As I mentioned I +would be interested in speaking to you as an advisor or at least a sounding +board for the key issues. + +Please email or call. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/all_documents/6.","Message-ID: <13599272.1075855665416.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:57:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-3.cais.net +Subject: Report on News Conference +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@ren-3.cais.net +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached is davis.doc, a quick & dirty report from today's news +conference from Gov. Davis, et al., + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Davis.doc + Date: 13 Dec 2000, 15:55 + Size: 35840 bytes. + Type: MS-Word + + - Davis.doc" +"allen-p/all_documents/60.","Message-ID: <9693952.1075855666807.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:51 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/all_documents/600.","Message-ID: <17326808.1075855699341.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 06:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Questions about 12/29 rentroll: + + There were two deposits that were not labeled. One for $150 and the other +for $75. Which apartments? 20a or #13? + + Utility overages for #26 and #44? Where did you get these amounts? For +what periods? + + +What is going on with #42. Do not evict this tenant for being unclean!!! +That will just create an apartment that we will have to spend a lot of money +and time remodeling. I would rather try and deal with this tenant by first +asking them to clean their apartment and fixing anything that is wrong like +leaky pipes. If that doesn't work, we should tell them we will clean the +apartment and charge them for the labor. Then we will perform monthly +inspections to ensure they are not damaging the property. This tenant has +been here since September 1998, I don't want to run them off. + +I check with the bank and I did not see that a deposit was made on Tuesday so +I couldn't check the total from the rentroll against the bank. Is this +right? Has the deposit been made yet? + + + A rentroll for Jan 5th will follow shortly. + +Phillip" +"allen-p/all_documents/601.","Message-ID: <26307860.1075855699363.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 04:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Untitled.exe Untitled.exe [22/23] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +cannot open this file. Please send in different format" +"allen-p/all_documents/602.","Message-ID: <9466680.1075855699384.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 04:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: SM134 Balcones Bank Loan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +I can't open a winmail.dat file. can you send in a different format" +"allen-p/all_documents/603.","Message-ID: <24931873.1075855699406.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: New Generation, Nov 30th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/02/2001 +09:34 AM --------------------------- + + + + From: Tim Belden 12/05/2000 06:42 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: New Generation, Nov 30th + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 12/05/2000 05:44 AM +--------------------------- + +Kristian J Lande + +12/01/2000 03:54 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT, Saji +John/HOU/ECT@ECT, Michael Etringer/HOU/ECT@ECT +cc: Alan Comnes/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Robert +Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Todd +Perry/PDX/ECT@ECT, Jeffrey Oh/PDX/ECT@ECT +Subject: New Generation, Nov 30th + + + + +" +"allen-p/all_documents/604.","Message-ID: <2249455.1075855699430.JavaMail.evans@thyme> +Date: Fri, 29 Dec 2000 02:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, jane.tholt@enron.com, frank.ermis@enron.com, + tori.kuykendall@enron.com +Subject: Meeting with Governor Davis, need for additional + comments/suggestions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Jane M Tholt, Frank Ermis, Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/29/2000 +10:13 AM --------------------------- +From: Steven J Kean@ENRON on 12/28/2000 09:19 PM CST +To: Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, David +Parquet/SF/ECT@ECT, Marty Sunde/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, +Scott Stoness/HOU/EES@EES, Dennis Benevides/HOU/EES@EES, Robert +Badeer/HOU/ECT@ECT, Jeff Dasovich/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Susan J Mara/NA/Enron@ENRON, Richard +Shapiro/NA/Enron@Enron, James D Steffes/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, +Mark Palmer/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON +cc: +Subject: Meeting with Governor Davis, need for additional comments/suggestions + +We met with Gov Davis on Thursday evening in LA. In attendance were Ken Lay, +the Governor, the Governor's staff director (Kari Dohn) and myself. The gov. +spent over an hour and a half with us covering our suggestions and his +ideas. He would like some additional thoughts from us by Tuesday of next +week as he prepares his state of the state address for the following Monday. +Attached to the end of this memo is a list of solutions we proposed (based on +my discussions with several of you) as well as some background materials Jeff +Dasovich and I prepared. Below are my notes from the meeting regarding our +proposals, the governor's ideas, as well as my overview of the situation +based on the governor's comments: + +Overview: We made great progress in both ensuring that he understands that +we are different from the generators and in opening a channel for ongoing +communication with his administration. The gov does not want the utilities to +go bankrupt and seems predisposed to both rate relief (more modest than what +the utilities are looking for) and credit guarantees. His staff has more +work to do on the latter, but he was clearly intrigued with the idea. He +talked mainly in terms of raising rates but not uncapping them at the retail +level. He also wants to use what generation he has control over for the +benefit of California consumers, including utility-owned generation (which he +would dedicate to consumers on a cost-plus basis) and excess muni power +(which he estimates at 3000MW). He foresees a mix of market oriented +solutions as well as interventionist solutions which will allow him to fix +the problem by '02 and provide some political cover. +Our proposals: I have attached the outline we put in front of him (it also +included the forward price information several of you provided). He seemed +interested in 1) the buy down of significant demand, 2) the state setting a +goal of x000 MW of new generation by a date certain, 3) getting the utilities +to gradually buy more power forward and 4) setting up a group of rate +analysts and other ""nonadvocates"" to develop solutions to a number of issues +including designing the portfolio and forward purchase terms for utilities. +He was also quite interested in examining the incentives surrounding LDC gas +purchases. As already mentioned, he was also favorably disposed to finding +some state sponsored credit support for the utilities. +His ideas: The gov read from a list of ideas some of which were obviously +under serious consideration and some of which were mere ""brainstorming"". +Some of these ideas would require legislative action. +State may build (or make build/transfer arrangements) a ""couple"" of +generation plants. The gov feels strongly that he has to show consumers that +they are getting something in return for bearing some rate increases. This +was a frequently recurring theme. +Utilities would sell the output from generation they still own on a cost-plus +basis to consumers. +Municipal utilties would be required to sell their excess generation in +California. +State universities (including UC/CSU and the community colleges) would more +widely deploy distributed generation. +Expand in-state gas production. +Take state lands gas royalties in kind. +negotiate directly with tribes and state governments in the west for +addtional gas supplies. +Empower an existing state agency to approve/coordinate power plant +maintenance schedules to avoid having too much generation out of service at +any one time. +Condition emissions offsets on commitments to sell power longer term in state. +Either eliminate the ISO or sharply curtail its function -- he wants to hear +more about how Nordpool works(Jeff- someone in Schroeder's group should be +able to help out here). +Wants to condition new generation on a commitment to sell in state. We made +some headway with the idea that he could instead require utilities to buy +some portion of their forward requirements from new in-state generation +thereby accomplishing the same thing without using a command and control +approach with generators. +Securitize uncollected power purchase costs. +To dos: (Jeff, again I'd like to prevail on you to assemble the group's +thoughts and get them to Kari) +He wants to see 5 year fixed power prices for peak/ off-peak and baseload -- +not just the 5 one year strips. +He wants comments on his proposals by Tuesday. +He would like thoughts on how to pitch what consumers are getting out of the +deal. +He wants to assemble a group of energy gurus to help sort through some of the +forward contracting issues. +Thanks to everyone for their help. We made some progress today. + + +" +"allen-p/all_documents/605.","Message-ID: <24305810.1075855699452.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 05:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Trading Profits + +P. Allen 200 +M. Grigsby 463 +Rest of Desk 282 + +Total 945 + + + +I view my bonus as partly attributable to my own trading and partly to the +group's performance. Here are my thoughts. + + + + Minimum Market Maximum + +Cash 2 MM 4 MM 6 MM +Equity 2 MM 4 MM 6 MM + + +Here are Mike's numbers. I have not made any adjustments to them. + + + Minimum Market Maximum + +Cash 2 MM 3 MM 4 MM +Equity 4 MM 7 MM 12 MM + + +I have given him an ""expectations"" speech, but you might do the same at some +point. + +Phillip + +" +"allen-p/all_documents/606.","Message-ID: <16103933.1075855699473.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/28/2000 +09:50 AM --------------------------- + + +Hunter S Shively +12/28/2000 07:15 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + + + +Larry, + +I was able to scan my 98 & 99 tax returns into Adobe. Here they are plus the +excel file is a net worth statement. If you have any trouble downloading or +printing these files let me know and I can fax them to you. Let's talk +later today. + +Phillip + +P.S. Please remember to get Jim Murnan the info. he needs. + + + + +" +"allen-p/all_documents/607.","Message-ID: <8770089.1075855699495.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com, llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com, LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + + I continue to speak to an attorney for help with the investment structure +and a mortgage broker for help with the financing. Regarding the financing, +I am working with Jim Murnan at Pinnacle Mortgage here in Houston. I have +sent him some information on the project, but he needs financial information +on you. Can you please send it to him. His contact information is: phone +(713)781-5810, fax (713)781-6614, and email jim123@pdq.net. + + I know Larry has been working with a bank and they need my information. I +hope to pull that together this afternoon. + + I took the liberty of calling Thomas Reames from the Frog Pond document. He +was positive about his experience overall. He did not seem pleased with the +bookkeeping or information flow to the investor. I think we should discuss +these procedures in advance. + + Let's continue to speak or email frequently as new developments occur. + +Phillip" +"allen-p/all_documents/608.","Message-ID: <27827638.1075855699517.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + + I would appreciate your help in locating financing for the project I +described to you last week. The project is a 134 unit apartment complex in +San Marcos. There will be a builder/developer plus myself and possibly a +couple of other investors involved. As I mentioned last week, I would like +to find interim financing (land, construction, semi-perm) that does not +require the investors to personally guarantee. If there is a creative way to +structure the deal, I would like to hear your suggestions. One idea that has +been mentioned is to obtain a ""forward commitment"" in order to reduce the +equity required. I would also appreciate hearing from you how deals of this +nature are normally financed. Specifically, the transition from interim to +permanent financing. I could use a quick lesson in what numbers will be +important to banks. + + I am faxing you a project summary. And I will have the builder/developer +email or fax his financial statement to you. + + Let me know what else you need. The land is scheduled to close mid January. + + +Phillip Allen" +"allen-p/all_documents/609.","Message-ID: <17440180.1075855699538.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Everything should be done for closing on the Leander deal on the 29th. I +have fed ex'd the closing statements and set up a wire transfer to go out +tomorrow. When will more money be required? Escrow for roads? Utility +connections? Other rezoning costs? + +What about property taxes? The burnet land lost its ag exemption while I +owned it. Are there steps we can take to hold on to the exemption on this +property? Can you explain the risks and likelihood of any rollback taxes +once the property is rezoned? Do we need to find a farmer and give him +grazing rights? + +What are the important dates coming up and general status of rezoning and +annexing? I am worried about the whole country slipping into a recession and +American Multifamily walking on this deal. So I just want to make sure we +are pushing the process as fast as we can. + +Phillip" +"allen-p/all_documents/61.","Message-ID: <19496059.1075855666829.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:50 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/all_documents/610.","Message-ID: <19155794.1075855699560.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 07:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.kean@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven J Kean +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + + +I am sending you a variety of charts with prices and operational detail. If +you need to call with questions my home number is 713-463-8626. + + + + + + + + + +As far as recommendations, here is a short list: + + 1. Examine LDC's incentive rate program. Current methodology rewards sales +above monthly index without enough consideration of future + replacement cost. The result is that the LDC's sell gas that should be +injected into storage when daily prices run above the monthly index. + This creates a shortage in later months. + + 2. California has the storage capacity and pipeline capacity to meet +demand. Investigate why it wasn't maximized operationally. + Specific questions should include: + + 1. Why in March '00-May '00 weren't total system receipts higher in order +to fill storage? + + 2. Why are there so many examples of OFO's on weekends that push away too +much gas from Socal's system. + I believe Socal gas does an extremely poor job of forecasting their +own demand. They repeatedly estimated they would receive more gas than +their injection capablity, but injected far less. + + 3. Similar to the power market, there is too much benchmarking to short +term prices. Not enough forward hedging is done by the major + LDCs. By design the customers are short at a floating +rate. This market has been long historically. It has been a buyers market +and the + consumer has benefitted. + + +Call me if you need any more input. + + +Phillip" +"allen-p/all_documents/611.","Message-ID: <30222430.1075855699581.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 01:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jason.moore@enron.com +Subject: Re: Global Ids +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jason Moore +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Monique Sanchez + +Jay Reitmeyer + +Randy Gay + +Matt Lenhart" +"allen-p/all_documents/612.","Message-ID: <1395933.1075855699603.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 01:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: jonathan.mckay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jonathan McKay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Here is our North of Stanfield forecast for Jan. + + +Supply Jan '01 Dec '00 Jan '00 + + Sumas 900 910 815 + Jackson Pr. 125 33 223 + Roosevelt 300 298 333 + + Total Supply 1325 1241 1371 + +Demand + North of Chehalis 675 665 665 + South of Chehalis 650 575 706 + + Total Demand 1325 1240 1371 + +Roosevelt capacity is 495. + +Let me know how your forecast differs. + + +Phillip + + + + + + + " +"allen-p/all_documents/613.","Message-ID: <6900600.1075855699625.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Global Ids +Cc: mary.gosnell@enron.com, jason.moore@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mary.gosnell@enron.com, jason.moore@enron.com +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: Mary G Gosnell, Jason Moore +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please assign global id's to the four junior traders listed on Dawn's +original email. The are all trading and need to have unique id's. + +Thank you" +"allen-p/all_documents/614.","Message-ID: <14267524.1075855699647.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 07:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: RE: access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D [PVTC]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Received the fax. Thank you. I might have to sell the QQQ and take the loss +for taxes. But I would roll right into a basket of individual technology +stocks. I think I mentioned this to you previously that I have decided to +use this account for the kids college. " +"allen-p/all_documents/615.","Message-ID: <14315149.1075855699669.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 23:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: RE: access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D [PVTC]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Fax number 713-646-2391" +"allen-p/all_documents/616.","Message-ID: <9439005.1075855699690.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 12:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: arsystem@mailman.enron.com +Subject: Re: Your Approval is Overdue: Access Request for + barry.tycholiz@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: ARSystem@mailman.enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +PLEASE APPROVE HIM FOR THIS. PHILLIP WILL NOT BE ABLE TO GET INTO HIS EMAIL +SYSTEM TO DO THIS. +IF YOU HAVE ANY QUESTIONS, OR PROBLEMS, PLEASE CALL ME AT X3-7257. + +THANK YOU. + +INA. + +IF THIS IS A PROBLEM TO DO IT THIS WAY PLEASE CALL ME AND I WILL WALK PHILLIP +THROUGH THE STEPS TO APPROVE. IF YOU CALL HIM, HE WILL DIRECT IT TO ME +ANYWAY. + + + + + + +ARSystem@mailman.enron.com on 12/18/2000 07:07:04 PM +To: phillip.k.allen@enron.com +cc: +Subject: Your Approval is Overdue: Access Request for barry.tycholiz@enron.com + + +This request has been pending your approval for 5 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000009659&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000009659 +Request Create Date : 12/8/00 8:23:47 AM +Requested For : barry.tycholiz@enron.com +Resource Name : VPN +Resource Type : Applications + + + + + + +" +"allen-p/all_documents/617.","Message-ID: <29565185.1075855699713.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 07:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com, llewter@austin.rr.com +Subject: Re: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: , LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George & Larry, + + + If possible, I would like to get together in Columbus as Larry suggested. +Thursday afternoon is the only day that really works for me. +Let me know if that would work for you. I was thinking around 2 or 2:30 pm. + +I will try to email you any questions I have from the latest proforma +tomorrow. + + +Phillip +" +"allen-p/all_documents/618.","Message-ID: <28048075.1075855699734.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 06:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Hear is a new NOI file. I have added an operating statement for 1999 +(partial year). + + + +I will try to email you some photos soon. + +Phillip +" +"allen-p/all_documents/619.","Message-ID: <31346512.1075855699756.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +The files attached contain a current rentroll, 2000 operating statement, and +a proforma operating statement. + + +" +"allen-p/all_documents/62.","Message-ID: <11250254.1075855666850.JavaMail.evans@thyme> +Date: Wed, 15 Nov 2000 08:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: San Marcos Study +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The other files opened fine, but I can't open winmail.dat files. Can you +resend this one in a pdf format.? + +Thanks, + +Phillip" +"allen-p/all_documents/620.","Message-ID: <2705303.1075855699777.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Yes. Trading reports to Whalley. He is Lavorato's boss." +"allen-p/all_documents/621.","Message-ID: <1779797.1075855699798.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 07:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@palm.net +Subject: Re: Call saturday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry E. Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + + 10 AM tomorrow is good for me. If you want to email me anything tonight, +please use pallen70@hotmail.com. + +Phillip" +"allen-p/all_documents/622.","Message-ID: <16063461.1075855699820.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I want to get the lease data and tenant data updated. + + The critical information is 1. Move in or lease start date + 2. Lease expiration date + 3. Rent + 4. Deposit + + If you have the info you can + fill in these items 1. Number of occupants + 2. Workplace + + + All the new leases should be the long form. + + + + The apartments that have new tenants since these columns have been updated +back in October are #3,5,9,11,12,17,21,22,23,25,28,33,38. + + + I really need to get this by tomorrow. Please use the rentroll_1215 file to +input the correct information on all these tenants. And email it to me +tomorrow. You should have all this information on their leases and +applications. + +Phillip" +"allen-p/all_documents/623.","Message-ID: <33197631.1075855699841.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a new file for 12/15. + + + + +For the rentroll for 12/08 here are my questions: + + #23 & #24 did not pay. Just late or moving? + + #25 & #33 Both paid 130 on 12/01 and $0 on 12/08. What is the deal? + + #11 Looks like she is caught up. When is she due again? + + +Please email the answers. + +Phillip + " +"allen-p/all_documents/624.","Message-ID: <9489180.1075855699863.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 03:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: jay.reitmeyer@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +11:15 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 12/13/2000 02:01 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +Phillip -- Is the value axis on Sheet 2 of the ""socalprices"" spread sheet +supposed to be in $? If so, are they the right values (millions?) and where +did they come from? I can't relate them to the Sheet 1 spread sheet. + +As I told Mike, we will file this out-of-time tomorrow as a supplement to our +comments today along with a cover letter. We have to fully understand the +charts and how they are constructed, and we ran out of time today. It's much +better to file an out-of-time supplement to timely comments than to file the +whole thing late, particuarly since this is apparently on such a fast track. + +Thanks. + + + + + + From: Phillip K Allen 12/13/2000 03:04 PM + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + +" +"allen-p/all_documents/625.","Message-ID: <446693.1075855699885.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: paul.kaufman@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul Kaufman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Yes you can use this chart. Does it make sense? " +"allen-p/all_documents/626.","Message-ID: <24946937.1075855699907.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Final FIled Version +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +10:06 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 04:39 PM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Susan J +Mara/NA/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Mary Hain/HOU/ECT@ECT, Christi L Nicolay/HOU/ECT@ECT, Donna +Fulton/Corp/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Shelley +Corman/ET&S/Enron@ENRON +cc: +Subject: Final FIled Version + + +----- Forwarded by Sarah Novosel/Corp/Enron on 12/13/2000 05:35 PM ----- + + ""Randall Rich"" + 12/13/2000 05:13 PM + + To: ""Jeffrey Watkiss"" , , +, , , +, + cc: + Subject: Final FIled Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC + +" +"allen-p/all_documents/63.","Message-ID: <3799998.1075855666871.JavaMail.evans@thyme> +Date: Wed, 15 Nov 2000 06:26:00 -0800 (PST) +From: cbpres@austin.rr.com +To: pallen@enron.com +Subject: Investors Alliance MF Survey for San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""George Richards"" +X-To: ""Phillip Allen"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + + - Inv Alliance MF Survey of SMarcos.pdf" +"allen-p/all_documents/64.","Message-ID: <12486258.1075855666893.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 09:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, How are you today I am very busy but I have to let you know that #37 +I.Knockum is pd up untill 11/17/00 because on 10/26/00 she pd 250.00 so i +counted and tat pays her up untill 10/26/ or did i count wrong? +Lucy says: +she pays 125.00 a week but she'sgoing on vacation so thjat is why she pd more +Lucy says: +I have all the deposit ready but she isn't due on this roll I just wanted to +tell you because you might think she didn't pay or something +Lucy says: +the amnt is:4678.00 I rented #23 aand #31 may be gone tonight I have been +putting in some overtime trying to rent something out i didnt leave last +night untill 7:00 and i have to wait for someone tonight that works late. +phillip says: +send me the rentroll when you can +phillip says: +Did I tell you that I am going to try and be there this Fri & Sat +Lucy says: +no you didn't tell me that you were going to be here but wade told me this +morning I sent you the roll did you get it? Did you need me here this weekend +because I have a sweet,sixteen I'm getting ready for and if you need me here +Sat,then I will get alot done before then. +phillip says: +We can talk on Friday +Lucy says: +okay see ya later bye. +Lucy says: +I sent you the roll did you get it ? +phillip says: +yes thank you + + The following message could not be delivered to all recipients: +yes thank you + + + +" +"allen-p/all_documents/65.","Message-ID: <7135281.1075855666914.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: New Employee on 32 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Where can we put Barry T.? + +Phillip + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/14/2000 +02:32 PM --------------------------- + + +Barry Tycholiz +11/13/2000 08:06 AM +To: Ina Rangel/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Employee on 32 + +I will be relocating to 32 effective Dec. 4. Can you have me set up with all +the required equipment including, PC ( 2 Flat screens), Telephone, and cell +phone. Talk to Phillip regarding where to set my seat up for right now. + +Thanks in advance. . + +Barry + +If there are any questions... Give me a call. ( 403-) 245-3340. + + +" +"allen-p/all_documents/66.","Message-ID: <32696467.1075855666935.JavaMail.evans@thyme> +Date: Mon, 13 Nov 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Just a note to check in. Are there any new developments? + +Phillip" +"allen-p/all_documents/67.","Message-ID: <8600603.1075855666957.JavaMail.evans@thyme> +Date: Mon, 13 Nov 2000 05:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: faith.killen@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Faith Killen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + " +"allen-p/all_documents/68.","Message-ID: <31404993.1075855666979.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 07:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +03:45 PM --------------------------- + + +Ina Rangel +11/03/2000 11:53 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + +Phillip, + +Here is your hotel itinerary for Monday night. + +-Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 11/03/2000 01:53 PM +--------------------------- + + +SHERRI SORRELS on 11/03/2000 01:52:21 PM +To: INA.RANGEL@ENRON.COM +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + + + SALES AGT: JS/ZBATUD + + ALLEN/PHILLIP + + + ENRON + 1400 SMITH + HOUSTON TX 77002 + INA RANGEL X37257 + + + DATE: NOV 03 2000 ENRON + + + +HOTEL 06NOV DOUBLETREE DURANGO + 07NOV 501 CAMINO DEL RIO + DURANGO, CO 81301 + TELEPHONE: (970) 259-6580 + CONFIRMATION: 85110885 + REFERENCE: D1KRAC + RATE: RAC USD 89.00 PER NIGHT +GHT + ADDITIONAL CHARGES MAY APPLY + + + INVOICE TOTAL 0 + + + +THANK YOU +*********************************************** +**48 HR CANCELLATION REQUIRED** + THANK YOU FOR CALLING VITOL TRAVEL + + +__________________________________________________ +Do You Yahoo!? +From homework help to love advice, Yahoo! Experts has your answer. +http://experts.yahoo.com/ + + +" +"allen-p/all_documents/69.","Message-ID: <12502499.1075855667003.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 05:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: New Generation as of Oct 24th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +01:40 PM --------------------------- + +Kristian J Lande + +11/03/2000 08:36 AM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Chris H Foster/HOU/ECT@ECT, Kim Ward/HOU/ECT@ECT, Paul Choi/SF/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT +Subject: New Generation as of Oct 24th + + + +As noted in my last e-mail, the Ray Nixon expansion project in Colorado had +the incorrect start date. My last report showed an online date of May 2001; +the actual anticipated online date is May 2003. + +The following list ranks the quality and quantity of information that I have +access to in the WSCC: + + 1) CA - siting office, plant contacts + 2) PNW - siting offices, plant contacts + 3) DSW - plant contacts, 1 siting office for Maricopa County Arizona. + 4) Colorado - Integrated Resource Plan + +If anyone has additional information regarding new generation in the Desert +Southwest or Colorado, such as plant phone numbers or contacts, I would +greatly appreciate receiving this contact information. +" +"allen-p/all_documents/7.","Message-ID: <23732985.1075855665438.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:39:00 -0800 (PST) +From: sarah.novosel@enron.com +To: steven.kean@enron.com, richard.shapiro@enron.com, james.steffes@enron.com, + jeff.dasovich@enron.com, susan.mara@enron.com, + paul.kaufman@enron.com, phillip.allen@enron.com, mary.hain@enron.com, + christi.nicolay@enron.com, donna.fulton@enron.com, + joe.hartsoe@enron.com, shelley.corman@enron.com +Subject: Final FIled Version +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah Novosel +X-To: Steven J Kean, Richard Shapiro, James D Steffes, Jeff Dasovich, Susan J Mara, Paul Kaufman, Phillip K Allen, Mary Hain, Christi L Nicolay, Donna Fulton, Joe Hartsoe, Shelley Corman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +----- Forwarded by Sarah Novosel/Corp/Enron on 12/13/2000 05:35 PM ----- + + ""Randall Rich"" + 12/13/2000 05:13 PM + + To: ""Jeffrey Watkiss"" , , +, , , +, + cc: + Subject: Final FIled Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC" +"allen-p/all_documents/70.","Message-ID: <11654172.1075855667032.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 08:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +04:12 PM --------------------------- + + +""phillip allen"" on 11/02/2000 12:58:03 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - rentroll_1027.xls + - rentroll_1103.xls +" +"allen-p/all_documents/71.","Message-ID: <14450624.1075855667054.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Your attachment is not opening on my computer. Can you put the info in +Word instead? + +Thanks, + +Phillip +" +"allen-p/all_documents/72.","Message-ID: <4663066.1075855667076.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 02:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: colin.tonks@enron.com +Subject: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colin Tonks +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +10:36 AM --------------------------- + + +""George Richards"" on 11/02/2000 07:17:16 AM +Please respond to +To: ""Phillip Allen"" +cc: +Subject: Resumes + + +Please excuse the delay in getting these resumes to you. Larry did not have +his prepared and then I forgot to send them. I'll try to get a status +report to you latter today. + + + - winmail.dat +" +"allen-p/all_documents/73.","Message-ID: <22565759.1075855667097.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 08:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Inquiry.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Put me down as a reviewer" +"allen-p/all_documents/74.","Message-ID: <30527790.1075855667118.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 07:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Inquiry.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +can you fill it in yourself? I will sign it." +"allen-p/all_documents/75.","Message-ID: <33315407.1075855667140.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 03:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/01/2000 +11:33 AM --------------------------- + + +Jeff Richter +10/20/2000 02:16 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Generation + +http://westpower.enron.com/ca/generation/default.asp +" +"allen-p/all_documents/756.","Message-ID: <12635597.1075855702772.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: scott.tholan@enron.com +Subject: Re: Carlsbad/El Paso: Aug 23 Update: Press Conference scheduled on + Thursday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Scott Tholan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Scott, + + Thanks for the email. I have two questions: + + 1. The " +"allen-p/all_documents/758.","Message-ID: <25883959.1075855702814.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 08:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: You Game? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +raincheck?" +"allen-p/all_documents/76.","Message-ID: <9242339.1075855667162.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 07:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: Approval for Plasma Screens +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Activate Plan B. No money from John. + + Wish I had better news. + +Phillip" +"allen-p/all_documents/77.","Message-ID: <12536946.1075855667184.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + +The back office is having a hard time dealing with the $11 million dollars +that is to be recognized as transport expense by the west desk then recouped +from the Office of the Chairman. Is your understanding that the West desk +will receive origination each month based on the schedule below. + + + The Office of the Chairman agrees to grant origination to the Denver desk as +follows: + +October 2000 $1,395,000 +November 2000 $1,350,000 +December 2000 $1,395,000 +January 2001 $ 669,600 +February 2001 $ 604,800 +March 2001 $ 669,600 +April 2001 $ 648,000 +May 2001 $ 669,600 +June 2001 $ 648,000 +July 2001 $ 669,600 +August 2001 $ 669,600 +September 2001 $ 648,000 +October 2001 $ 669,600 +November 2001 $ 648,000 +December 2001 $ 669,600 + +This schedule represents a demand charge payable to NBP Energy Pipelines by +the Denver desk. The demand charge is $.18/MMBtu on 250,000 MMBtu/Day +(Oct-00 thru Dec-00) and 120,000 MMBtu/Day (Jan-01 thru Dec-01). The ENA +Office of the Chairman has agreed to reimburse the west desk for this expense. + +Let me know if you disagree. + +Phillip" +"allen-p/all_documents/777.","Message-ID: <27394834.1075855703230.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 06:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Pick your Poison? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +No can do. +Are you in the zone?" +"allen-p/all_documents/78.","Message-ID: <20188486.1075855667205.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.stock@enron.com +Subject: Re: Astral downtime request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Stock +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Thank you for the update. The need is still great for this disk space. + +Phillip" +"allen-p/all_documents/79.","Message-ID: <5469026.1075855667227.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: Approval for Plasma Screens +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + +I spoke to Jeff. He said he would not pay anything. I am waiting for John to +be in a good mood to ask. What is plan B? + +Phillip" +"allen-p/all_documents/8.","Message-ID: <18752461.1075855665460.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:34:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 4:00:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 4:03PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2241, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/all_documents/80.","Message-ID: <12338129.1075855667248.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: anne.bike@enron.com +Subject: November fixed-price deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Anne Bike +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/31/2000 +12:11 PM --------------------------- + + +liane_kucher@mcgraw-hill.com on 10/31/2000 09:57:05 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: November fixed-price deals + + + + +Phil, +Thanks so much for pulling together the November bidweek information for the +West and getting it to us with so much detail well before our deadline. Please +call me if you have any questions, comments, and/or concerns about bidweek. + +Liane Kucher, Inside FERC Gas Market Report +202-383-2147 + + +" +"allen-p/all_documents/81.","Message-ID: <558883.1075855667269.JavaMail.evans@thyme> +Date: Mon, 30 Oct 2000 01:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: ERMS / RMS Databases +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/30/2000 +09:14 AM --------------------------- + + + Enron Technology + + From: Stephen Stock 10/27/2000 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ERMS / RMS Databases + +Phillip, + +It looks as though we have most of the interim hardware upgrades in the +building now, although we are still expecting a couple of components to +arrive on Monday. + +The Unix Team / DBA Team and Applications team expect to have a working test +server environment on Tuesday. If anything changes, I'll let you know. + +best regards + +Steve Stock +" +"allen-p/all_documents/82.","Message-ID: <31461370.1075855667291.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Cc: robert.badeer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.badeer@enron.com +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: Robert Badeer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/27/2000 +10:47 AM --------------------------- + + + + From: Phillip K Allen 10/27/2000 08:30 AM + + +To: Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT +cc: +Subject: + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip +" +"allen-p/all_documents/83.","Message-ID: <20513208.1075855667313.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, robert.badeer@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Robert Badeer, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip" +"allen-p/all_documents/838.","Message-ID: <14486500.1075863687839.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 06:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Randy, + + Can you send me a schedule of the salary and level of everyone in the +scheduling group. Plus your thoughts on any changes that need to be made. +(Patti S for example) + +Phillip" +"allen-p/all_documents/839.","Message-ID: <3652010.1075863687917.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: greg.piper@enron.com +Subject: Re: Hello +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Greg Piper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Let's shoot for Tuesday at 11:45. " +"allen-p/all_documents/84.","Message-ID: <27253698.1075855667334.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 00:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: Re: password +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dexter Steis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dexter, + + I spoke to our EOL support group and requested a guest id for +you. Did you receive an email with a login and password yesterday? +If not, call me and I will find out why not. + +Phillip +713-853-7041" +"allen-p/all_documents/840.","Message-ID: <8291989.1075863687938.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 04:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: greg.piper@enron.com +Subject: Re: Hello +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Greg Piper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + How about either next Tuesday or Thursday? + +Phillip" +"allen-p/all_documents/841.","Message-ID: <11915697.1075863687959.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 07:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.l.johnson@enron.com, john.shafer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: david.l.johnson@enron.com, John Shafer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please cc the following distribution list with updates: + +Phillip Allen (pallen@enron.com) +Mike Grigsby (mike.grigsby@enron.com) +Keith Holst (kholst@enron.com) +Monique Sanchez +Frank Ermis +John Lavorato + + +Thank you for your help + +Phillip Allen +" +"allen-p/all_documents/842.","Message-ID: <14271759.1075863687981.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 06:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: joyce.teixeira@enron.com +Subject: Re: PRC review - phone calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Joyce Teixeira +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +any morning between 10 and 11:30" +"allen-p/all_documents/85.","Message-ID: <1367549.1075855667355.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 10:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + The San Marcos project is sounding very attractive. I have one other +investor in addition to Keith that has interest. Some additional background +information on Larry and yourself would be helpful. + + Background Questions: + + Please provide a brief personal history of the two principals involved in +Creekside. + + Please list projects completed during the last 5 years. Include the project +description, investors, business entity, + + Please provide the names and numbers of prior investors. + + Please provide the names and numbers of several subcontractors used on +recent projects. + + + With regard to the proposed investment structure, I would suggest a couple +of changes to better align the risk/reward profile between Creekside and the +investors. + + + Preferable Investment Structure: + + Developers guarantee note, not investors. + + Preferred rate of return (10%) must be achieved before any profit sharing. + + Builder assumes some risk for cost overruns. + + Since this project appears so promising, it seems like we should +tackle these issues now. These questions are not intended to be offensive in +any way. It is my desire to build a successful project with Creekside that +leads to future opportunities. I am happy to provide you with any +information that you need to evaluate myself or Keith as a business partner. + +Sincerely, + +Phillip Allen + + +" +"allen-p/all_documents/86.","Message-ID: <33165878.1075855667377.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 09:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com, randall.gay@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com, randall.gay@enron.com +X-From: Phillip K Allen +X-To: )bob.m.hall@enron.com +X-cc: Robert Superty, Randall L Gay +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Patti Sullivan held together the scheduling group for two months while Randy +Gay was on a personal leave. She displayed a tremendous amount of commitment +to the west desk during that time. She frequently came to work before 4 AM +to prepare operations reports. Patti worked 7 days a week during this time. +If long hours were not enough, there was a pipeline explosion during this +time which put extra volatility into the market and extra pressure on Patti. +She didn't crack and provided much needed info during this time. + + Patti is performing the duties of a manager but being paid as a sr. +specialist. Based on her heroic efforts, she deserves a PBR. Let me know +what is an acceptable cash amount. + +Phillip" +"allen-p/all_documents/87.","Message-ID: <12699764.1075855667399.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 09:49:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andy.zipper@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andy, + + Please assign a user name to Randy Gay. + +Thank you, + +Phillip" +"allen-p/all_documents/88.","Message-ID: <5195109.1075855667420.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 07:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andy, + + I spoke to John L. and he ok'd one of each new electronic system for the +west desk. Are there any operational besides ICE and Dynegy? If not, can +you have your assistant call me with id's and passwords. + +Thank you, + +Phillip" +"allen-p/all_documents/89.","Message-ID: <5570191.1075855667444.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 06:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/24/2000 +01:29 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/all_documents/9.","Message-ID: <29403111.1075855665483.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:22:00 -0800 (PST) +From: rebecca.cantrell@enron.com +To: stephanie.miller@enron.com, ruth.concannon@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, randall.gay@enron.com, + phillip.allen@enron.com, timothy.hamilton@enron.com, + robert.superty@enron.com, colleen.sullivan@enron.com, + donna.greif@enron.com, julie.gomez@enron.com +Subject: Final Filed Version -- SDG&E Comments +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rebecca W Cantrell +X-To: Stephanie Miller, Ruth Concannon, Jane M Tholt, Tori Kuykendall, Randall L Gay, Phillip K Allen, Timothy J Hamilton, Robert Superty, Colleen Sullivan, Donna Greif, Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +FYI. +---------------------- Forwarded by Rebecca W Cantrell/HOU/ECT on 12/13/2000 +04:18 PM --------------------------- + + +""Randall Rich"" on 12/13/2000 04:13:55 PM +To: ""Jeffrey Watkiss"" , , +, , , +, +cc: +Subject: Final Filed Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC +" +"allen-p/all_documents/90.","Message-ID: <1349081.1075855667466.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com +X-From: Phillip K Allen +X-To: bob.m.hall@enron.com +X-cc: Robert Superty +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Regarding Patti Sullivan's contributions to the west desk this year, her +efforts deserve recognition and a PBR award. Patti stepped up to fill the +gap left by Randy Gay's personal leave. Patti held together the scheduling +group for about 2 month's by working 7days a week during this time. Patti +was always the first one in the office during this time. Frequently, she +would be at work before 4 AM to prepare the daily operation package. All the +traders came to depend on the information Patti provided. This information +has been extremely critical this year due to the pipeline explosion and size +of the west desk positions. + Please call to discuss cash award. + +Phillip" +"allen-p/all_documents/91.","Message-ID: <24771181.1075855667487.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 05:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rbandekow@home.com +Subject: Re: Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Richard J. Bandekow"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Richard, + + Are you available at 5:30 ET today? + +Phillip" +"allen-p/all_documents/92.","Message-ID: <19402224.1075855667508.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 08:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jedglick@hotmail.com +Subject: Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jedglick@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jed, + + I understand you have been contacted regarding a telephone interview to +discuss trading opportunities at Enron. I am sending you this message to +schedule the interview. Please call or email me with a time that would be +convenient for you. I look forward to speaking with you. + +Phillip Allen +West Gas Trading +pallen@enron.com +713-853-7041" +"allen-p/all_documents/93.","Message-ID: <11220298.1075855667530.JavaMail.evans@thyme> +Date: Fri, 20 Oct 2000 03:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the actual utility bills versus the cap. Did we collect +these overages? Let's discuss further? Remember these bills were paid in +July and August. The usage dates are much earlier. I have the bills but I +can get them to you if need be. + +Philip" +"allen-p/all_documents/94.","Message-ID: <3651763.1075855667551.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 07:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: EOL Screens in new Body Shop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Any time tomorrow between 10 am and 1 pm would be good for looking at the +plans. As far as the TV's, what do you need me to do? Do we need plasma +screens or would regular monitors be just as good at a fraction of the cost. + +Phillip" +"allen-p/all_documents/95.","Message-ID: <4131469.1075855667572.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 03:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: leah.arsdall@enron.com +Subject: Re: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Leah Van Arsdall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +test successful. way to go!!!" +"allen-p/all_documents/96.","Message-ID: <13486797.1075855667594.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 02:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark.scott@enron.com +Subject: Re: High Speed Internet Access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +1. login: pallen pw: ke9davis + + I don't think these are required by the ISP + + 2. static IP address + + IP: 64.216.90.105 + Sub: 255.255.255.248 + gate: 64.216.90.110 + DNS: 151.164.1.8 + + 3. Company: 0413 + RC: 105891" +"allen-p/all_documents/97.","Message-ID: <12422255.1075855667616.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: zimam@enron.com +Subject: FW: fixed forward or other Collar floor gas price terms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: zimam@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/16/2000 +01:42 PM --------------------------- + + +""Buckner, Buck"" on 10/12/2000 01:12:21 PM +To: ""'Pallen@Enron.com'"" +cc: +Subject: FW: fixed forward or other Collar floor gas price terms + + +Phillip, + +> As discussed during our phone conversation, In a Parallon 75 microturbine +> power generation deal for a national accounts customer, I am developing a +> proposal to sell power to customer at fixed or collar/floor price. To do +> so I need a corresponding term gas price for same. Microturbine is an +> onsite generation product developed by Honeywell to generate electricity +> on customer site (degen). using natural gas. In doing so, I need your +> best fixed price forward gas price deal for 1, 3, 5, 7 and 10 years for +> annual/seasonal supply to microturbines to generate fixed kWh for +> customer. We have the opportunity to sell customer kWh 's using +> microturbine or sell them turbines themselves. kWh deal must have limited/ +> no risk forward gas price to make deal work. Therein comes Sempra energy +> gas trading, truly you. +> +> We are proposing installing 180 - 240 units across a large number of +> stores (60-100) in San Diego. +> Store number varies because of installation hurdles face at small percent. +> +> For 6-8 hours a day Microturbine run time: +> Gas requirement for 180 microturbines 227 - 302 MMcf per year +> Gas requirement for 240 microturbines 302 - 403 MMcf per year +> +> Gas will likely be consumed from May through September, during peak +> electric period. +> Gas price required: Burnertip price behind (LDC) San Diego Gas & Electric +> Need detail breakout of commodity and transport cost (firm or +> interruptible). +> +> Should you have additional questions, give me a call. +> Let me assure you, this is real deal!! +> +> Buck Buckner, P.E., MBA +> Manager, Business Development and Planning +> Big Box Retail Sales +> Honeywell Power Systems, Inc. +> 8725 Pan American Frwy +> Albuquerque, NM 87113 +> 505-798-6424 +> 505-798-6050x +> 505-220-4129 +> 888/501-3145 +> +" +"allen-p/all_documents/98.","Message-ID: <5164240.1075855667637.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: buck.buckner@honeywell.com +Subject: Re: FW: fixed forward or other Collar floor gas price terms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Buckner, Buck"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mr. Buckner, + + For delivered gas behind San Diego, Enron Energy Services is the appropriate +Enron entity. I have forwarded your request to Zarin Imam at EES. Her phone +number is 713-853-7107. + +Phillip Allen" +"allen-p/all_documents/99.","Message-ID: <23634486.1075855667660.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 06:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\All documents +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the rentrolls: + + + + Open them and save in the rentroll folder. Follow these steps so you don't +misplace these files. + + 1. Click on Save As + 2. Click on the drop down triangle under Save in: + 3. Click on the (C): drive + 4. Click on the appropriate folder + 5. Click on Save: + +Phillip" +"allen-p/contacts/1.","Message-ID: <15816310.1075855374294.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 17:18:42 -0700 (PDT) +From: outlook-migration-team@enron.com +Subject: Lee Odonnel +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Outlook-Migration-Team +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Contacts +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +loan servicing-jessica weeber 800-393-5626 jweeber@spbank.com" +"allen-p/contacts/2.","Message-ID: <6521706.1075855374316.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 17:18:42 -0700 (PDT) +From: outlook-migration-team@enron.com +Subject: Greg Thorse +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Outlook-Migration-Team +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Contacts +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +exit mccollough off 410" +"allen-p/deleted_items/1.","Message-ID: <21543395.1075855374340.JavaMail.evans@thyme> +Date: Sun, 30 Dec 2001 10:19:42 -0800 (PST) +From: pallen70@hotmail.com +To: pallen@enron.com +Subject: Fwd: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""phillip allen"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +>From: ""Greg Thorse"" +>To: +>CC: ""Phillip Allen"" +>Subject: Bishops Corner +>Date: Sat, 29 Dec 2001 17:02:59 -0600 +> +>Phillip; +> +>Could you please e-mail me the draw file you created for Bishops Corner. I +>was working on submitting it to you and rather then recreate it I should +>just have you send it back to me to fill in the new draw totals. +> +>Also, I need the vendor payee list that you created for the Land and Soft +>costs. I need to re-format it by draw number and to the Bank One format, and +>again it would be easier to get it from you then to re-create it. +> +>Please take a look at the following summary and compare to your numbers to +>see if you agree. +> +> Land And Soft Costs - Initial Draw $ 1,608,683.05 +> Galaxy - Draw # 1 $ 250,000.00 +> Galaxy - Draw # 2 $ 223,259.09 +> +> Total Paid To Date Cash $ 2,081,942.14 +> +> Project Cost $ 10,740,980.87 +> Loan Amount $ 8,055,736.65 +> +> Equity Required $ 2,685,244.22 +> Developer Profit $ ( 326,202.57) +> +> Balance Of Funding $ 2,359,041.65 +> +> Total Paid To Date $ 2,081,942.14 +> +> Balance To Fund Cash $ 277,099.51 +> +> +> Galaxy - Draw # 3 $ 467,566.66 +> +> Bank One Draw # 1 $ 190,467.15 +> Final Cash Funding $ 277,099.51 +> +> +>I think you thought you had more to fund. However, I do not see that you +>accounted for the cash portion of the Developer fee that you paid CIS. Am I +>looking at this right? Please let me know and attach? the files discussed +>above. I am working all day Monday so I hope I can get it before then if +>possible. +> +>Thanks A Lot +> +>Greg Thorse +> +> +> +> +> +> + +Chat with friends online, try MSN Messenger: Click Here " +"allen-p/deleted_items/10.","Message-ID: <25363451.1075855374674.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 17:16:46 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 57 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/100.","Message-ID: <19705494.1075858631723.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 15:21:22 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: NT Earnings Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - News +Earnings.com =09[IMAGE] =09 +=09 NT 5.92 -0.03 Nortel Networks Reports Results for Third Quarte= +r 2001 TORONTO, Oct 18, 2001 (BUSINESS WIRE) -- Nortel Networks Corporati= +on(b) (NYSE:NT)(TSE:NT.): -- Revenues from continuing operations: = +US$3.7 billion -- Pro forma net loss(a) per share: US$0.68; before inc= +remental charges: US$0.27 -- Net loss from continuing operatio= +ns: US$3.5 billion -- Positive operating cashflow contributes to incre= +ase in cash to US$3.4 billion Nortel Networks Corporation(b) (NY= +SE:NT)(TSE:NT.) today reported results for the third quarter and first nine= + months of 2001 prepared in accordance with US generally accepted accountin= +g principles. Revenues from continuing operations were US$3.69 billion fo= +r the third quarter of 2001 compared to US$6.73 billion in the same period = +in 2000. Pro forma net loss from continuing operations(a) for the third qua= +rter of 2001, excluding incremental provisions and other charges, was US$85= +4 million or US$0.27 per common share. Including the incremental provisions= + and other charges, pro forma net loss from continuing operations(a) for th= +e third quarter of 2001 was US$2.18 billion, or US$0.68 per common share, c= +ompared to pro forma net earnings of US$597 million, or US$0.19 per common = +share on a diluted basis, for the same period in 2000. In the quarter, in= +cremental charges included in the pro forma net loss from continuing operat= +ions(a) were comprised of: US$750 million (pre-tax) for excess and obsolete= + inventory, primarily related to Optical Inter-City; US$767 million (pre-ta= +x) for increased provisions related to trade receivables and customer finan= +cing; and US$380 million (pre-tax) primarily related to charges associated = +with certain third party investments. The Company also recorded: a US$801 m= +illion (pre-tax) charge for restructuring associated with the completion of= + the workforce reductions and facilities closures announced in June 2001; a= +nd a US$223 million (pre-tax) charge primarily related to the approximately= + 50 percent reduction in manufacturing capacity of its Photonics Components= + business. Including Acquisition Related Costs(a), stock option compensat= +ion from acquisitions and divestitures, and one-time gains and charges, Nor= +tel Networks recorded a net loss from continuing operations in the third qu= +arter of 2001 of US$3.47 billion or US$1.08 per common share. ""Revenues f= +or the quarter reflected the challenges presented as the telecom industry a= +djusted to new levels of spending,"" said John Roth, president and chief exe= +cutive officer Nortel Networks. ""Our bottom line results reflected the impa= +ct of actions we have taken to adjust to the new business levels. During th= +e third quarter of 2001, Nortel Networks continued to aggressively implemen= +t its work plan to reduce its cost structure and streamline operations. The= + Company is in the final stages of implementing a cost structure to drive b= +reak even at a quarterly revenue level well below US$4 billion. The structu= +re is expected to be in place in the first quarter of 2002."" Frank Dunn, = +the Company's new president and chief executive officer effective November = +1, 2001, said, ""Nortel Networks is focusing its investments and its organiz= +ation to drive continued leadership across three businesses: Metro Networks= +, which encompasses metro optical networking, IP networking, IP services an= +d voice over IP solutions for service providers and enterprises; Wireless N= +etworks; and Optical Long Haul Networks. In the quarter, our product progra= +ms continued to advance as we focused on building on our industry-leading p= +ortfolio of solutions. We also continued to work with our customers to help= + them plan and deploy the solutions that will position them to drive reduct= +ions in their cost of operations and enable them to take advantage of oppor= +tunities for new revenue streams. Some key milestones over the past 120 day= +s included: -- the First North American ILEC began the circuit to = +packet transition with the deployment of our carrier-grade = +softswitch; -- Announced Metro DWDM wins in the United States, Europe = +and Japan; -- Announced Multiservice backbone awards (ATM, IP,= + MPLS) in China, Germany and Asia; -- Continued progress on 3G= + Wireless Internet infrastructure deployments and completed the fir= +st commercial UMTS test calls and the first CDMA2000 1X mobile IP c= +all; -- Introduced advances in IP solutions, including an integrated = + Layer 4-7 content switching capability on our Layer 2-3 Edge = + Switch Router; and -- Completed hardware design, significantly advanc= +ed software integration and began production of OPTera Connect HDX = + solution."" As announced on October 2, 2001, the Company expects = +to have an overall workforce of approximately 45,000 after the completion o= +f its work plan. Notifications to employees impacted by workforce reduction= +s are expected to be substantially completed by the end of October 2001. A = +workforce reduction and related charge will be recorded in the fourth quart= +er of 2001. Over the next few quarters, the Company also expects to continu= +e to divest non-core businesses in accordance with its work plan. The numbe= +r of positions which will be impacted by this divesture activity (including= + the impact of divestures announced or completed to date) is expected to ul= +timately approach 10,000 positions. Commenting on cash management in the = +quarter, Frank Dunn said, ""We are extremely pleased with the results that h= +ave been generated from our focus on cash management, which drove a signifi= +cant improvement in cash and contributed to positive cashflow from operatio= +ns. In addition, the Company further increased its financial flexibility by= + completing a highly successful US$1.8 billion convertible debt issue which= +, combined with positive operating cash performance from continuing operati= +ons and a significant reduction in short term debt, has significantly enhan= +ced our strong liquidity position. Given the industry correction and action= +s we have taken over the last two quarters, Nortel Networks balance sheet i= +s well positioned."" ""While we believe we are beginning to see early indic= +ations that capital spending by service providers is approaching sustainabl= +e levels, it still remains difficult to predict. In light of this and the u= +ncertainty regarding the potential impacts of events taking place in the wa= +ke of the September 11, 2001 tragedies and their effect on economies and bu= +sinesses around the world, we are not providing guidance for the fourth qua= +rter of 2001 or the full year 2002 at this time,"" concluded Dunn. R= +evenue Breakdown from Continuing Operations Network Infrastructure reven= +ues decreased 48 percent in the third quarter of 2001 compared to the third= + quarter of 2000. Wireless Internet solutions grew substantially in Canada = +and slightly in Asia, which was more than offset by a considerable decline = +in Latin America, a slight decline in the United States and a decline in Eu= +rope. Optical Inter-city revenues were down sharply in the United States, E= +urope and Latin America, minimally offset by growth in Asia. Local Internet= + revenues were down substantially in the United States, Europe, Canada and = +Latin America, which were minimally offset by an increase in Asia. Photon= +ic Components segment revenues were down 93 percent in the third quarter co= +mpared to the same period last year. The sharp decline in the segment was l= +argely due to considerably lower sales of Nortel Networks Optical Inter-cit= +y solutions compared to the third quarter of 2000. Other revenues decline= +d 29 percent in the third quarter compared to the same period last year. Su= +bstantial growth in Global Professional Services in Europe and Asia, and st= +rong growth in the United States, was more than offset by considerable decl= +ines in legacy voice solutions for corporations across all regions and wire= +less OEM revenues in most regions. Commensurate with its announcement on = +October 2, 2001 to align its resources around three businesses (Metro Netwo= +rks, Wireless Networks and Optical Long Haul Networks), Nortel Networks wil= +l evolve its financial reporting to reflect the new organization beginning = +in the fourth quarter of 2001. Geographic revenues for the third quarter = +of 2001 compared to the same period in 2000 decreased 54 percent in the Uni= +ted States, 53 percent in Canada and 30 percent outside the United States a= +nd Canada. Nine-Month Results For the first nine months of 2001,= + revenues from continuing operations were US$14.06 billion compared to US$1= +9.75 billion for the same period in 2000. Pro forma net loss from continuin= +g operations(a) for the first nine months of 2001 was US$4.01 billion, or U= +S$1.26 per common share, compared to pro forma net earnings of US$1.57 bill= +ion, or US$0.51 per common share on a diluted basis, for the same period in= + 2000. Including the net loss from discontinued access solutions operations= +, Acquisition Related Costs(a), stock option compensation from acquisitions= + and divestitures, one-time gains and charges, and the write down of intang= +ible assets, Nortel Networks recorded a net loss of US$25.48 billion, or US= +$8.01 per common share, for the first nine months of 2001. Spending= + Management The Company continued to make rapid progress to reduce its c= +ost structure. Compared to the Company's year-end 2000 cost structure, excl= +usive of incremental provisions and charges, the Company's cost structure a= +t the end of the third quarter of 2001 is lower by approximately US$1 billi= +on. Gross Margin Gross margin for the third quarter of 2001 was = +approximately 1 percent reflecting incremental charges of approximately US$= +750 million related to excess and obsolete inventory resulting from the exp= +ected decrease in sales due to the continued downturn in the market. Exclud= +ing the impact of these incremental and other contract-related charges, gro= +ss margin for the third quarter of 2001 was approximately 25 percent, compa= +red to approximately 26 percent in the second quarter of 2001. Expe= +nses Selling, general and administrative (""SG&A"") expenses in the third = +quarter of 2001 were US$1.92 billion. The continued impact of the market ad= +justments and further decline in some of our of customers' financial condit= +ion resulted in incremental provisions of US$767 million in the quarter rel= +ated to customer receivables and financings. Excluding the incremental prov= +isions in both periods, SG?expenses in the third quarter of 2001, compared = +to second quarter of 2001, were down by approximately US$190 million. Res= +earch and development (""R&D"") expenses were US$808 million in the third qua= +rter of 2001. The R?expenses in the quarter reflected focused investments t= +o drive continued market leadership in our core businesses and the eliminat= +ion of spending in all other areas. Compared to the second quarter of 2001,= + R? expenses in the third quarter of 2001 were down by approximately US$100= + million, reflecting the impact of restructuring and streamlining operation= +s. The financial results of Nortel Networks Limited(b) (""NNL""), Nortel Ne= +tworks Corporation's principal operating subsidiary, are fully consolidated= + into Nortel Networks results. NNL has preferred shares which are publicly = +traded in Canada. For the third quarter of 2001, NNL took a restructuring c= +harge of US$793 million (pre-tax) associated with the completion of workfor= +ce reductions and the closure of certain facilities related to business str= +eamlining; and recorded US$207 million (pre-tax) primarily related to the a= +pproximately 50 percent reduction in manufacturing capacity of the Photonic= +s Components business. All such amounts are included in the consolidated No= +rtel Networks amounts described above. Nortel Networks is a global leader= + in networking and communications solutions and infrastructure for service = +providers and corporations. The Company is at the forefront of transforming= + how the world communicates, exchanges information and profits from the hig= +h-performance Internet through capabilities spanning Metro Networks, Wirele= +ss Networks and Optical Long Haul Networks. Nortel Networks does business i= +n more than 150 countries and can be found on the Web at www.nortelnetworks= +.com. Certain information included in this press release is forward-looki= +ng and is subject to important risks and uncertainties. The results or even= +ts predicted in these statements may differ materially from actual results = +or events. Factors which could cause results or events to differ from curre= +nt expectations include, among other things: the severity and duration of t= +he industry adjustment; the sufficiency of our restructuring activities, in= +cluding the potential for higher actual costs to be incurred in connection = +with restructuring actions compared to the estimated costs of such actions;= + fluctuations in operating results and general industry, economic and marke= +t conditions and growth rates; the ability to recruit and retain qualified = +employees; fluctuations in cash flow, the level of outstanding debt and deb= +t ratings; the ability to make acquisitions and/or integrate the operations= + and technologies of acquired businesses in an effective manner; the impact= + of rapid technological and market change; the impact of price and product = +competition; international growth and global economic conditions, particula= +rly in emerging markets and including interest rate and currency exchange r= +ate fluctuations; the impact of rationalization in the telecommunications i= +ndustry; the dependence on new product development; the uncertainties of th= +e Internet; the impact of the credit risks of our customers and the impact = +of increased provision of customer financing and commitments; stock market = +volatility; the entrance into an increased number of supply, turnkey, and o= +utsourcing contracts which contain delivery, installation, and performance = +provisions, which, if not met, could result in the payment of substantial p= +enalties or liquidated damages; the ability to obtain timely, adequate and = +reasonably priced component parts from suppliers and internal manufacturing= + capacity; the future success of our strategic alliances; and the adverse r= +esolution of litigation. For additional information with respect to certain= + of these and other factors, see the reports filed by Nortel Networks Corpo= +ration and Nortel Networks Limited with the United States Securities and Ex= +change Commission. Unless otherwise required by applicable securities laws,= + Nortel Networks Corporation and Nortel Networks Limited disclaim any inten= +tion or obligation to update or revise any forward-looking statements, whet= +her as a result of new information, future events or otherwise. (a)= + Pro forma net earnings/loss from continuing operations is defined = +as reported net loss from continuing operations before ""Acquisition= + Related Costs"" (in-process research and development expense, and t= +he amortization of acquired technology and goodwill from all acquis= +itions subsequent to July 1998), stock option compensation from acq= +uisitions and divestitures, and one-time gains and charges. (b)= + On May 1, 2000, Nortel Networks Corporation acquired all of the ou= +tstanding common shares of Nortel Networks Limited (formerly called= + Nortel Networks Corporation) by way of a Canadian court-approved p= +lan of arrangement. Nortel Networks Limited has preferred shares ou= +tstanding, which are publicly traded in Canada. Nortel Networks Lim= +ited's financial results have been consolidated into the results re= +ported for Nortel Networks Corporation. Nortel Networks will hos= +t a teleconference/audio webcast to discuss Q3 Results. TIME: 5:00 p.m. = +- 6:00 p.m. EDT on Thursday, October 18, 2001 To participate, please call t= +he following at least 15 minutes prior to the start of the event Teleconfer= +ence: Webcast: North America: 888/363-8644 http://w= +ww.nortelnetworks.com/3q2001 International: 212/231-6044 Replay: (Availa= +ble one hour after the conference until 5:00 p.m. EDT, Oct 28, 2001) North = +America: 800/633-8625 Passcode: 18244243# International: 416/626-4= +100 Passcode: 18244243# Webcast: http://www.nortelnetworks.com/= +3q2001 Note to Editors: The code for the replay of the conference call ends= + with a pound sign. Passcode 18244243(pound sign). Nortel Networks, the Nor= +tel Networks logo, the Globemark and OPTera are trademarks of Nortel Networ= +ks. NORTEL NETWORKS CORPORATION U.S. GAAP = + Consolidated Results (unaudited) (1) (millions of U.S. dollars, e= +xcept per share amounts) For the three months = +ended Pro forma 09/30/01 09/30/00 09/30/01 09= +/30/00 % Change ------------------- --------- -------= +-- --------- Reported Reported Pro forma Pro forma = + A B Revenues = + $3,694 $6,726 $3,694 $6,726 (45%) Cost of revenues = + 3,673 3,617 3,673 3,617 2% --------= + --------- -------- --------- Gross profit 21 3,109 = + 21 3,109 (99%) Selling, general and administrative expense 1,91= +9 1,309 1,919 1,309 47% Research and development expense = + 808 917 808 917 (12%) In-process research and deve= +lopment expense -- 22 -- -- Amortization of in= +tangibles Acquired technology 185 217 -- -- Good= +will 454 1,028 8 13 Stock option comp= +ensation from acquisitions and divestitures 32 31 = + -- -- Special charges 1,024 -- -- = + -- Gain on sale of businesses (45) -- -- = + -- -------- --------- -------- --------- = + (4,356) (415) (2,714) 870 Equity in net loss of= + associated companies (6) (16) (6) (1) Other income= + (expense) - net (318) 200 (318) 31 Int= +erest expense Long-term debt (54) (22) (54) (22)= + Other (23) (17) (23) (17) = + -------- --------- -------- --------- Earnings (loss) before i= +ncome taxes (4,757) (270) (3,115) 861 (462%) Income = +tax recovery (provision) 1,289 (237) 933 (264) = + -------- --------- -------- --------- Net earnings = +(loss) from continuing operations (3,468) (507) (2,182) = + 597 Net loss from discontinued operations (net of tax) (2) = + -- (79) -- -- -------= +- --------- -------- --------- Net earnings (loss) $(3,468) $ (586) $= +(2,182) $597 (465%) =3D=3D=3D=3D=3D=3D=3D=3D = +=3D=3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D= +=3D=3D Basic earnings (loss) per common share From continuing operations = + $ (1.08) $ (0.17) $(0.68) $0.20 From discontinued operati= +ons -- (0.03) N/A N/A = + -------- --------- -------- --------- $ (1.08) $ = +(0.20) $(0.68) $0.20 (440%) =3D=3D=3D=3D=3D= +=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D= +=3D=3D=3D=3D=3D=3D Diluted earnings (loss) per common share (3) From conti= +nuing operations $ (1.08) $ (0.17) $(0.68) $0.19 From dis= +continued operations -- (0.03) N/A N/A = + -------- --------- -------- --------- = + $ (1.08) $ (0.20) $(0.68) $0.19 (458%) = + =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D= +=3D =3D=3D=3D=3D=3D=3D=3D=3D=3D Dividends declared per common share = + $ -- $0.01875 $ -- $0.01875 Effective tax rate (4) N/A = + N/A 30.0% 30.4% Weighted average number of common shares outs= +tanding (in millions) - basic 3,203 2,991 3,203 = + 2,991 - diluted (3) 3,203 2,991 3,203 3,172 (= +1) These unaudited consolidated results for the three months ended = +September 30, 2001 are preliminary and are subject to change. Norte= +l Networks disclaims any intention or obligation to update or revis= +e these preliminary results prior to the filing of its reported res= +ults for the three months ended September 30, 2001. (2) Reporte= +d results for the three months ended September 30, 2000 is net of a= +n applicable income tax recovery of $12. (3) As a result of the reporte= +d net losses for the three months ended September 30, 2001 and 2000= +, and the pro forma net loss for the three months ended September 3= +0, 2001, approximately 101, 181, and 101, respectively, of potentia= +lly dilutive securities (in millions) have not been included in the= + calculation of diluted loss per common share for the periods = + presented because to do so would have been anti-dilutive. (4) Exclud= +es the impact oafter-tax charges associated with discontinued opera= +tions, Acquisition Related Costs (in-process research and developme= +nt expense and the amortization of acquired technology and goodwill= + from all acquisitions subsequent to July 1998), stock option compe= +nsation from acquisitions and divestitures, and, where applicable, = +certain of the one-time gains and charges. A - Excludes a tot= +al of $1,642 pre-tax ($1,286 after-tax) associated with Acquisition= + Related Costs, stock option compensation from acquisitions and div= +estitures, and one-time gains and charges. Acquisition Related Cost= +s of $631 pre-tax ($558 after-tax) were primarily associated with t= +he acquisitions of Bay Networks, Inc., Xros, Inc., Alteon W= +ebSystems, Inc., and Clarify Inc. Stock option compensation from ac= +quisitions and divestitures was $32. One-time gains were $45 pre-ta= +x ($21 after-tax) and one-time charges were $1,024 pre-tax ($717 af= +ter-tax). B - Excludes a total of $1,222 pre-tax ($1,183 after-tax) f= +or discontinued operations, Acquisition Related Costs, stock = + option compensation from acquisitions and divestitures, and one-t= +ime gains. NORTEL NETWORKS CORPORATION U.S. GAAP = + Consolidated Results (unaudited) (1) (millions of U.S. doll= +ars, except per share amounts) = + Pro = + forma For the nine months en= +ded % 09/30/01 09/30/00 09/30/01 09/30/= +00 Change ---------- -------- --------- -------- -= +----- Reported Reported Pro forma Pro forma = + A B Revenues = + $14,055 $19,750 $14,055 $19,750 (29%) Cost of revenues = + 11,750 10,898 11,750 10,896 8% -----= +--- ------- -------- ------- Gross profit 2,305 8,85= +2 2,305 8,854 (74%) Selling, general and administrative expense = + 4,902 3,847 4,902 3,847 27% Research and development expens= +e 2,661 2,616 2,661 2,616 2% In-process re= +search and development expense 15 1,012 -- -- A= +mortization of intangibles Acquired technology 744 602 = + -- -- Goodwill 3,685 2,244 25 = + 38 Stock option compensation from acquisitions and divestitures = + 91 98 -- -- Special charges 14,949 = + 195 -- -- Gain on sale of businesses = +(45) (174) -- -- -------- ------= +- -------- ------- (24,697) (1,588) (5,283)= + 2,353 Equity in net loss of associated companies (138) (22)= + (19) (7) Other income - net (268) 775 (268) = + 93 Interest expense Long-term debt (138) (69) (= +138) (69) Other (82) (49) (82) (4= +9) -------- ------- -------- ------- Earnings = +(loss) before income taxes (25,323) (953) (5,790) 2,32= +1 (349%) Income tax recovery (provision) 2,842 (853) = + 1,784 (750) -------- ------- -------- -= +------ Net earnings (loss) from continuing operations (22,481) (1,806= +) (4,006) 1,571 Net loss from discontinued operations (net of taxes)(= +2) (3,010) (255) -- -- ---= +----- ------- -------- ------- Net earnings (loss) before accounting c= +hange (25,491) (2,061) (4,006) 1,571 Cumulative effect of accounting= + change (net of taxes of $9) (3) 15 -- -- --= + -------- ------- -------- ------- Net earning= +s (loss) $(25,476) $(2,061) $(4,006) $1,571 (355%) = + =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D= +=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D Basic earnings (loss) per common share:= + From continuing operations $ (7.07) $ (0.62) $ (1.26) $ = +0.54 From discontinued operations (0.94) (0.09) N/= +A N/A -------- ------- -------- ------- = + $ (8.01) $ (0.71) $ (1.26) $ 0.54 (333%) = + =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D =3D= +=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D Diluted earnings (loss) per co= +mmon share (4) From continuing operations $ (7.07) $ (0.62)= + $ (1.26) $ 0.51 From discontinued operations (0.94) = +(0.09) N/A N/A -------- ------- ----= +---- ------- $ (8.01) $ (0.71) $ (1.26) $ 0.51 (347%) = + =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D =3D=3D=3D= +=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D Dividends declared per common share = + $0.03750 $0.05625 $0.03750 $0.05625 Effective tax rate (5) = + N/A N/A 30.9% 32.0% Weighted average number of common sha= +res outstanding (millions) - basic 3,181 2,907 = + 3,181 2,907 - diluted (4) 3,181 2,907 3,181 3,= +069 (1) These unaudited consolidated results for the nine months ended = + September 30, 2001 are preliminary and are subject to change. = + Nortel Networks disclaims any intention or obligation to update = +or revise these preliminary results prior to the filing of its repo= +rted results for the three months ended September 30, 2001. (2)= + Reported results for the nine months ended September 30, 2001 and = +2000 are net of applicable income tax recoveries of $723 and $46, r= +espectively. (3) Impact of the adoption of Statement of Financial Accou= +nting Standards (""SFAS"") No. 133, ""Accounting for Derivative = + Instruments and Hedging Activities"", and the corresponding amendm= +ents under SFAS No. 138, ""Accounting for Certain Derivative Instrum= +ents and Certain Hedging Activities"" (""SFAS 133""). The adoption of = +SFAS 133 did not affect either basic or diluted earnings (loss) per= + common share after giving effect to the accounting change. (4)= + As a result of the reported net losses for the nine months ended S= +eptember 30, 2001 and 2000, and the pro forma net loss for the nine= + months ended September 30, 2001, approximately 71, 162, and 71, re= +spectively, of potentially dilutive securities (in millions) have n= +ot been included in the calculation of diluted loss per common shar= +e for the periods presented because to do so would have been anti-d= +ilutive. (5) Excludes the impact of after-tax charges associated with = + discontinued operations, Acquisition Related Costs (in-process = + research and development expense and the amortization of acquire= +d technology and goodwill from all acquisitions subsequent to July = +1998), stock option compensation from acquisitions and divestitures= +, and where applicable, certain of the one-time gains and charges. = + A - Excludes a total of $23,242 pre-tax ($21,470 after-tax) a= +ssociated with discontinued operations, Acquisition Related Costs, = +stock option compensation from acquisitions and divestitures, and o= +ne-time gains and charges. The loss from discontinued operations wa= +s $3,733 pre-tax ($3,010 afelatedx). Acquisition Related Costs of $= +4,433 pre-tax ($4,164 after-tax) were primarily associated with the= + acquisitions of Bay Networks, Inc., Alteon WebSystems, Inc., Xros,= + Inc., Qtera Corporation, Clarify Inc., and the 980 nanometer pump-= +laser chip business. Stock option compensation from acquisitions an= +d divestitures was $91. Cumulative effect of accounting change = + was a $24 pre-tax ($15 after-tax) gain. One-time gains were $45= + pre-tax ($21 after-tax) and one-time charges were $15,054 pre-tax = +($14,241 after-tax), primarily related to the write down of intangi= +ble assets of $12,486 pre-tax ($12,400 after-tax) and restructuring= + costs of $2,463 pre-tax ($1,748 after-tax). The write down of inta= +ngible assets primarily r B - Excludes a total of $3,575 pre-tax ($3,= +632 after-tax) associated with discontinued operations, Acquisition= + Related Costs, stock option compensation from acquisitions and = + divestitures, and one-time gains and charges. The comparative financia= +l statements results and financial results up to May 1, 2000 represent the = +financial results of Nortel Networks Limited, formerly known as Nortel Netw= +orks Corporation. NORTEL NETWORKS CORPORATION U.S. GAAP = + Consolidated Balance Sheets (1) (mi= +llions of U.S. dollars) (unaudited)(= +unaudited)(audited) Sept. 30, Jun= +e 30, Dec. 31, 2001 2001 = + 2000 (2) ---------- --------- ---= +------ ASSETS Current assets Cash and cash equivalents $3,= +355 $1,929 $1,644 Accounts receivable (less provisions of - $684 at = +September 30, 2001; $528 at June 30, 2001; $363 at December 31, 2000) = + 3,859 5,587 7,275 Inventories = + 1,991 2,633 3,827 Income taxes recoverable = + 667 576 -- Deferred income taxes - net = + 1,286 505 644 Other current asets = + 997 1,118 1,618 Current assets of discontinued operations 1,28= +4 1,340 1,522 ------- -= +------ ------- Total current assets 13,439 13,68= +8 16,530 Long-term receivables (less provisions of - $968 at September = +30, 2001; $545 at June 30, 2001; $383 at December 31, 2000) 549 8= +55 1,117 Investments at cost and associated companies at equity = + 237 464 773 Plant and equipment - net = + 2,804 3,387 3,357 Intangible assets - net = + 4,023 4,685 17,958 Deferred income taxes - net = + 1,512 1,109 283 Other assets 8= +65 922 556 Long-term assets of discontinued operations = + 412 393 1,606 = + ------- ------- ------- Total assets = + $23,841 $25,503 $42,180 = + =3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D= +=3D LIABILITIES AND SHAREHOLDERS' EQUITY Current liabilities Notes payable = + $647 $1,731 $315 Trade and other acc= +ounts payable 1,923 2,042 3,005 Payroll and benefit-rela= +ted liabilities 823 704 916 Other accrued liabilities = + 5,586 4,531 3,885 Income taxes payable = + -- -- 306 Long-term debt due within one year = + 39 79 445 Current liabilities of discontinued operati= +ons 1,257 1,422 186 = + ------- ------- ------- Total current liab= +ilities 10,275 10,509 9,058 Deferred income = + 120 129 93 Long-term debt = + 4,437 2,618 1,178 Deferred income taxes - net = + 626 489 874 Other liabilities = + 1,099 1,022 1,024 Minority interest in subsidiary companies = + 610 728 770 Long-term liabilities of discontinued operation= +s 12 20 74 = + ------- ------- ------- = + 17,179 15,515 13,071 = + ------- ------- ------- SHAREHOLDERS' EQUITY Common sh= +ares, without par value - Authorized shares: unlimited; Issued and outsta= +nding shares: 3,209,016,631 at September 30, 2001, 3,197,161,690 at June = +30, 2001, and 3,095,772,260 at December 31, 2000 = +32,801 32,626 29,141 Additional paid-in capital 3,37= +2 3,402 3,636 Deferred stock option compensation (260) = + (329) (413) Deficit (28,325) (24,8= +57) (2,726) Accumulated other comprehensive loss (926) (854) = + (529) ------- ------- ---= +---- Total shareholders' equity 6,662 9,988 29,109 = + ------- ------- ------- Total= + liabilities and shareholders' equity $2= +3,841 $25,503 $42,180 =3D=3D= +=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D (1) The= + unaudited consolidated balance sheet as at September 30, 2001 is p= +reliminary and is subject to change. Nortel Networks disclaims any = +intention or obligation to update or revise such balance sheet prio= +r to the filing of its reported results for the three months ended = +September 30, 2001. (2) Restated for discontinued operations. = + NORTEL NETWORKS CORPORATION Consolidated Resu= +lts (unaudited) (1) Supplementary Information = + (millions of U.S. dollars) Revenues from continuing operati= +ons Three months ended Nine months ended = + September 30, September 30, = + ------------------- ------------------- By Segments:(2) 2= +001 2000 % Change 2001 2000 % Change -------= + ------ ------- ----- ----- -------- Network Infrastructure $ = +2,802 $ 5,360 (48%) $10,917 $ 15,849 (31%) Photonics Components = + 45 674 (93%) 477 1,611 (70%) Other = + 864 1,224 (29%) 2,951 3,575 (17%) Intersegment adjust= +ment (17) (532) (290) (1,285) = + -------- -------- -------- ---------- Total 3,694 = + 6,726 14,055 19,750 =3D=3D=3D=3D=3D=3D= +=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D= +=3D=3D=3D=3D=3D=3D=3DThree months ended Nine months ended = + September 30, September 30, ---= +-------------- ------------------- By Customer Solutions:(2) = + 2001 2000 % Change 2001 2000 % Change ----= +--- ------ ------- ----- ----- ------- Optical inter-city $ 350 = + $ 1,577 (78%) $ 1,635 $ 4,800 (66%) Local internet 1,198 2= +,413 (50%) 5,041 7,349 (31%) Wireless internet 1,254 1,370= + (8%) 4,241 3,700 15% Other (3) 892 1,366 (3= +5%) 3,138 3,901 (20%) -------- -------- = + -------- ---------- Total 3,694 6,726 14,055 = + 19,750 =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D= +=3D =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D = + Three months ended Nine months ended = + September 30, September 30, --------------= +--- ------------------- By Geographic Regions:(4) 2001 = + 2000 % Change 2001 2000 % Change ------- ----= +-- ------- ----- ----- ------- United States $ 1,761 $ 3,826 = + (54%) $ 6,850 11,994 (43%) Canada 183 389 (5= +3%) 699 1,030 (32%) Other countries 1,750 2,511 (30%) = + 6,506 6,726 (3%) -------- -------- ----= +---- ---------- Total 3,694 6,726 14,055 19= +,750 =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D = + =3D=3D=3D=3D=3D=3D=3D=3D =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D (1) Thes= +e unaudited consolidated results for the three months and nine mont= +hs ended September 30, 2001 are preliminary and are subject to chan= +ge. Nortel Networks disclaims any intention or obligation to update= + or revise these preliminary results prior to the filing of its rep= +orted results for the three months ended September 30, 2001. (2= +) In response to the continued evolution of Nortel Networks custome= +rs, markets and solutions, Nortel Networks changed the way it manag= +es its business to reflect a focus on providing seamless networking= + solutions and service capabilities to its customers. As a result, = +financial information by segment and customer solution has been res= +tated and reported on a new basis commencing with the three months = +ended March 31, 2001. (3) Other includes the external customer solution= +s revenues of $28 and $142 of the Photonics Components segment for = +the three months ended September 30, 2001 and 2000, respectively, a= +nd $187 and $326 for the nine months ended September 30, 2001 and = + 2000, respectively. (4) Revenues are attributable to geographic = +regions based on the location of the customer. The comparative fina= +ncial statements results and financial results up to May 1, 2000 represent = +the financial results of Nortel Networks Limited, formerly known as Nortel = +Networks Corporation. CONTACT: Nortel Networks = + Investors: 888/901-7286 or 905/863-6049 investor@nortel= +networks.com or Business media: = + David Chamberlin, 972/685-4648 ddchamb@norteln= +etworks.com URL: http://www.businesswire.com =09 +=09 [IMAGE] News provided by Comtex. ? 1999-2001 Earnings.com, Inc., Al= +l rights reserved about us | contact us | webmaster |site map privacy p= +olicy |terms of service =09 +" +"allen-p/deleted_items/101.","Message-ID: <7996335.1075858632216.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 14:57:30 -0700 (PDT) +From: discount@open2win.oi3.net +To: pallen@enron.com +Subject: 50% Hotel Discount Notice #7734228 for PHILLIP +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Hotel Discounts"" @ENRON +X-To: PHILLIP ALLEN +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] [IMAGE] + Dear PHILLIP, Congratulations! You get 50% Hotel Discounts? plus $25.00 Gas! Click here now to get your 50% Hotel Discounts plus your $25.00 Gas! Your $25.00 Gas is a Special Reward to thank you for being a valued member... and the best way we know how to introduce you to all the money-saving benefits you can get with our new Travel Values Plus program! Travel Values Plus is our premier online travel savings program we've created to help you save money! You can slash the price of your hotel room by 50% every time you travel! Plus there's much more! Click here now! +[IMAGE] So get your $25.00 Gas plus 50% Hotel Discounts from Travel Values Plus! It's easy! Just click here now ! Thanks again and we're sure you'll save money with the new Travel Values Plus program! Sincerely, [IMAGE] Marty Isaac Vice President Travel Values Plus P.S. Get your $25.00 Gas and money-saving Travel Values Plus discounts, with our compliments! Click here now . + + Only available to residents of the U.S., Puerto Rico and the U.S. Virgin Islands. Travel Values Plus is owned and operated by webloyalty.com. All trademarks and or copyrights are the property of their respective owners, and unless otherwise noted, Travel Values Plus is not affiliated with the respective owners. Gas benefit not available for gasoline purchases made in New Jersey. ?2000, Travel Values Plus + + + + + + +[IMAGE] + +This message was not sent unsolicited. You are currently +subscribed to the Open2Win mailing list. If you wish to +unsubscribe from our mailing list, Click here. +" +"allen-p/deleted_items/102.","Message-ID: <8914065.1075858632242.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 15:10:12 -0700 (PDT) +From: no.address@enron.com +Subject: UPDATE - Supported Internet Email Addresses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Global Technology@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Earlier this week, Enron Global Technology announced the plan to decommission the use of all non-standard Internet Email address formats. As mentioned in the previous communication, this was the first of several communications to be sent by the Enron Global Technology group and we will continue to provide more details in the coming weeks regarding this significant but necessary change to our Email environment. + +We are working toward a cut-off date of January 14, 2002, at which time we will no longer support Email addresses that do not follow the standard format of firstname.lastname@enron.com (or firstname.middleinitial.lastname@enron.com if your name in Lotus Notes or Outlook has a middle initial in it). We understand that it will take time to make the necessary arrangements to begin using the standard Email address format, but it is important to begin making the change now. + +If you have questions, please send an Email to Enron.Messaging.Administration@enron.com. + +Thank you for your support. + +Enron Global Technology + + + +-----Original Message----- +From: Enron Announcements/Corp/Enron@ENRON on behalf of Enron Messaging Administration +Sent: Mon 10/15/2001 9:15 PM +To: All Enron Worldwide@ENRON +Cc: +Subject: Supported Internet Email Addresses + + + +Enron Global Technology is in the process of decommissioning the support for all non-standard Internet Email address formats. The only Internet Email address format that will be supported, once this effort is completed, is firstname.lastname@enron.com. We will no longer support Internet Email address formats such as name@enron.com, name@ect.enron.com, name@ei.enron.com (where ""name"" is an abbreviation, acronym or alternative to an employees firstname and/or lastname). Every Enron employee has an Internet Email address of firstname.lastname@enron.com and must begin making the necessary arrangements to start using this Internet address format if they are not using it already. + +Any new/existing application systems or business cards that reference a non-supported Internet Email address will need to be changed to reference the only supported firstname.lastname@enron.com Internet address format. It is important to remember to also notify any external contacts who are currently sending Internet email to any non-supported Internet Email addresses. + +To determine what your supported Internet Email address is, take your name as it appears in Outlook or Lotus Notes and replace any ""spaces"" that appear in your name with periods and append @enron.com. For example in Outlook, Alan Smith, Robert (firstname = Robert, Lastname = Alan Smith) will have a supported Internet Email address of robert.alan.smith@enron.com. + +IMPORTANT : If you need to update your business card(s) to reflect your supported Internet Email address, please ensure you test & confirm the delivery of Internet email to your supported email address prior to updating your business cards. If you experience any issues with delivery of Internet email to your supported Internet email address, please contact the Resolution Center. + +We will communicate further details, including the cut-off date, in the coming weeks. Meanwhile, it is imperative that you begin making the necessary arrangements to change over to using the firstname.lastname@enron.com Internet Email address format. If you have questions regarding this email, send an Email to enron.messaging.administration@enron.com. + +Thank you for participation, cooperation and support. + +Enron Messaging Administration" +"allen-p/deleted_items/103.","Message-ID: <31706076.1075858632278.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 14:51:19 -0700 (PDT) +From: ray.alvarez@enron.com +To: j..kean@enron.com, richard.shapiro@enron.com, linda.robertson@enron.com, + d..steffes@enron.com, sue.nord@enron.com, l..nicolay@enron.com, + alan.comnes@enron.com, paul.kaufman@enron.com, m..landwehr@enron.com, + tim.belden@enron.com, steve.walton@enron.com, michael.roan@enron.com, + susan.mara@enron.com, jeff.dasovich@enron.com, w..cantrell@enron.com, + susan.lindberg@enron.com, charles.yeung@enron.com, + andy.rodriquez@enron.com, debra.davidson@enron.com, + legal <.hall@enron.com>, janel.guerrero@enron.com, + leslie.lawner@enron.com, donna.fulton@enron.com, k..allen@enron.com, + dave.perrino@enron.com, don.black@enron.com, robert.frank@enron.com, + stephanie.miller@enron.com, barry.tycholiz@enron.com, + sarah.novosel@enron.com, jennifer.thome@enron.com, + susan.lindberg@enron.com +Subject: Conference Call Today with FERC Staff +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Alvarez, Ray +X-To: Kean, Steven J. , Shapiro, Richard , Robertson, Linda , Steffes, James D. , Nord, Sue , Nicolay, Christi L. , Comnes, Alan , Kaufman, Paul , Landwehr, Susan M. , Belden, Tim , Walton, Steve , Roan, Michael , Mara, Susan , Dasovich, Jeff , Cantrell, Rebecca W. , Lindberg, Susan , Yeung, Charles , Rodriquez, Andy , Davidson, Debra , Hall, Steve C. (Legal) , Guerrero, Janel , Lawner, Leslie , Fulton, Donna , Allen, Phillip K. , Perrino, Dave , Black, Don , Frank, Robert , Miller, Stephanie , Tycholiz, Barry , Novosel, Sarah , Thome, Jennifer , Lindberg, Susan +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +A conference call was held today with FERC staffers to discuss items of interest or concern to us. Participating for FERC were Bob Pease (enforcement att'y), Stuart Fisher (economist) and Bruce Poole (engineer). Alan Comnes, Dave Perrino and I weighed in for Enron. The laundry list of topics discussed is attached. We expressed the sentiment that the root cause of all these issues and concerns is the current composition (and non-independence) of the ISO board, and suggested that the ISO board situation should be the subject of the upcoming FERC audit of ISO. We went on to discuss the audit further and the fact that there is no established or formal comment process. However, we were invited to file written comments with the Commission on what we thought should be audited, and Alan is taking the lead on this. We will try to get others to sign on to the comments. Some of the discussion items that the staff was highly interested in included: + + ISO request for a bid from us to prop up the price (staff requested a copy of the transcript). + Any unexplained decreases in ATC (staff asked to be advised in real time). + Information related to ISO OOM purchases (and whether they were declining). + +All in all, it was a successful, informal call lasting about 40 minutes. Staff was receptive to and agreed to receive periodic calls from us in the future. This allows them to keep up with what is going on industry, and of course gives us an opportunity to educate and alert them on issues of interest to us. Ray + + " +"allen-p/deleted_items/104.","Message-ID: <6097593.1075858632307.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 14:26:44 -0700 (PDT) +From: no.address@enron.com +Subject: Weekend Outage Report for 10-19-01 through 10-21-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 19, 2001 5:00pm through October 22, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +SCHEDULED SYSTEM OUTAGES: + +ECS power outage + +A power outage will occur in Enron Center South on Saturday, October 20, 2001 to complete repairs to the electrical riser system required to correct issues resulting from Tropical Storm Allison. + +IDF's and thus network resident applications and data will be off line on all ECS floors 3 through 6 from 10:00 a.m. Saturday until 8:00 a.m. Sunday. + +Trading floors 3, 4, 5 and 6 desktop power will be off beginning 2:00 p.m. Saturday until 12:00 noon Sunday. + +Avaya telephony phone system will be unaffected. However, the turret system will be offline starting 11:00 a.m. Saturday until 1:00 p.m. Sunday. + +Additionally, during this power outage the cooling system will be upgraded. This upgrade may take up to 2 hours. Occupants in the building may experience as much as a five degree rise in temperature. + +Contacts: Stuart Fieldhouse 713-853-5699 + Lance Jameson 713-345-4423 + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: +Impact: EBS +Time: Fri 10/19/2001 at 5:00:00 PM CT thru Fri 10/19/2001 at 5:30:00 PM CT + Fri 10/19/2001 at 3:00:00 PM PT thru Fri 10/19/2001 at 3:30:00 PM PT + Fri 10/19/2001 at 11:00:00 PM London thru Fri 10/19/2001 at 11:30:00 PM London +Outage: Decommission PROWLER firewall +Environments Impacted: EBS +Purpose: Migration of EBS internal network to Corp +Backout: +Contact(s): Chris Shirkoff 713-853-1111 + +Impact: 3AC +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Fri 10/19/2001 at 10:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Fri 10/19/2001 at 8:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sat 10/20/2001 at 4:00:00 AM London +Outage: Migrate 3AC 8th and 9th Floor to Corp IP space +Environments Impacted: All +Purpose: EBS Consolidation +Backout: In the event of a failure, I will put the original links and switches back in place, putting 8 and 9 back on EBS IP space. +Contact(s): Micah Staggs 713-345-1696 + +Impact: CORP +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Fri 10/19/2001 at 7:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Fri 10/19/2001 at 5:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sat 10/20/2001 at 1:00:00 AM London +Outage: Change internal routing to EIN +Environments Impacted: All +Purpose: EBS Integration +Backout: Remove static route, go back through EBS environment on 44 +Contact(s): Dennis McGough 713-345-3143 + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +HR: +Impact: HR +Time: Sat 10/20/2001 at 7:30:00 AM CT thru Sat 10/20/2001 at 3:30:00 PM CT + Sat 10/20/2001 at 5:30:00 AM PT thru Sat 10/20/2001 at 1:30:00 PM PT + Sat 10/20/2001 at 1:30:00 PM London thru Sat 10/20/2001 at 9:30:00 PM London +Outage: Memory Upgrade for HR-DB-1, 4, and 5 +Environments Impacted: All +Purpose: More memory is need on these servers for additional databases. +Backout: Restore to previous configuration. +Contact(s): Brandon Bangerter 713-345-4904 + Mark Calkin 713-345-7831 + Raj Perubhatla 713-345-8016 281-788-9307 + +MESSAGING: +Impact: EES +Time: Fri 10/19/2001 at 8:30:00 PM CT thru Fri 10/19/2001 at 11:30:00 PM CT + Fri 10/19/2001 at 6:30:00 PM PT thru Fri 10/19/2001 at 9:30:00 PM PT + Sat 10/20/2001 at 2:30:00 AM London thru Sat 10/20/2001 at 5:30:00 AM London +Outage: EES Notes Server Reboots +Environments Impacted: All users on any of the mailservers listed below +Purpose: Scheduled @ 2 week interval on 1st and the 3rd Friday of each month. +Backout: +Contact(s): Dalak Malik 713-345-8219 + +Impact: Corp Notes +Time: Fri 10/19/2001 at 9:00:00 PM CT thru Sat 10/20/2001 at 1:00:00 AM CT + Fri 10/19/2001 at 7:00:00 PM PT thru Fri 10/19/2001 at 11:00:00 PM PT + Sat 10/20/2001 at 3:00:00 AM London thru Sat 10/20/2001 at 7:00:00 AM London +Outage: cNotes Server Reboots +Environments Impacted: All users on any of the mailservers listed below +Purpose: Scheduled @ 2 week interval +Backout: Make sure server comes up. +Contact(s): Trey Rhodes (713) 345-7792 + +Impact: EI +Time: Fri 10/19/2001 at 9:00:00 PM CT thru Sat 10/20/2001 at 1:00:00 AM CT + Fri 10/19/2001 at 7:00:00 PM PT thru Fri 10/19/2001 at 11:00:00 PM PT + Sat 10/20/2001 at 3:00:00 AM London thru Sat 10/20/2001 at 7:00:00 AM London +Outage: EI Notes Server Maintenance +Environments Impacted: EI Local/Domestic/Foreign Sites +Purpose: Scheduled @ 2 week interval +Backout: N/A +Contact(s): David Ricafrente 713-646-7741 + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: +Impact: SAP +Time: Fri 10/19/2001 at 8:00:00 PM CT thru Sun 10/21/2001 at 8:00:00 AM CT + Fri 10/19/2001 at 6:00:00 PM PT thru Sun 10/21/2001 at 6:00:00 AM PT + Sat 10/20/2001 at 2:00:00 AM London thru Sun 10/21/2001 at 2:00:00 PM London +Outage: Sombra upgrade and maintenance for ACTA server adcupkilo. +Environments Impacted: ACTA +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug. Reconfigure the disk layout. +Backout: +Fall back to old cpus +Restore the disk layout restore to old configuration +Contact(s): Malcolm Wells 713-345-3716 + +Impact: SAP +Time: Fri 10/19/2001 at 8:00:00 PM thru Sun 10/21/2001 at 8:00:00 AM + Fri 10/19/2001 at 6:00:00 PM PT thru Sun 10/21/2001 at 6:00:00 AM PT + Sat 10/20/2001 at 2:00:00 AM London thru Sun 10/21/2001 at 2:00:00 PM London +Outage: Sombra upgrade and maintenance for ACTA server adcupklima. +Environments Impacted: ACTA +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug. Reconfigure the disk layout. +Backout: Fall back to old cpus +Restore the disk layout restore to old configuration +Contact(s): Malcolm Wells 713-345-3716 +Impact: CORP +Time: Sat 10/20/2001 at 1:00:00 PM CT thru Sat 10/20/2001 at 5:00:00 PM CT + Sat 10/20/2001 at 11:00:00 AM PT thru Sat 10/20/2001 at 3:00:00 PM PT + Sat 10/20/2001 at 7:00:00 PM London thru Sat 10/20/2001 at 11:00:00 PM London +Outage: Patching and reboot of app server quark. +Environments Impacted: EnLighten +Purpose: Patching and reboot needed to address file system automount issues. +Backout: No back out. Task has to be completed. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/20/2001 at 12:00:00 PM CT thru Sat 10/20/2001 at 6:00:00 PM CT + Sat 10/20/2001 at 10:00:00 AM PT thru Sat 10/20/2001 at 4:00:00 PM PT + Sat 10/20/2001 at 6:00:00 PM London thru Sun 10/21/2001 at 12:00:00 AM London +Outage: Sombra cpu upgrade for server neptune. +Environments Impacted: TAGG +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug. +Backout: regress to old boards +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sun 10/21/2001 at 10:00:00 AM CT thru Sun 10/21/2001 at 2:00:00 PM CT + Sun 10/21/2001 at 8:00:00 AM PT thru Sun 10/21/2001 at 12:00:00 PM PT + Sun 10/21/2001 at 4:00:00 PM London thru Sun 10/21/2001 at 8:00:00 PM London +Outage: Memory upgrade for server emerald. +Environments Impacted: CAS +Purpose: Add resources for growth and performance. +Backout: Pull new memory and reboot under the old configuration. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/20/2001 at 6:00:00 PM CT thru Sat 10/20/2001 at 9:00:00 PM CT + Sat 10/20/2001 at 4:00:00 PM PT thru Sat 10/20/2001 at 7:00:00 PM PT + Sun 10/21/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 3:00:00 AM London +Outage: Sombra cpu upgrade for server spectre. +Environments Impacted: BOND / Global Products +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug +Backout: regress to old boards +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/20/2001 at 6:00:00 PM CT thru Sun 10/21/2001 at 6:00:00 AM CT + Sat 10/20/2001 at 4:00:00 PM PT thru Sun 10/21/2001 at 4:00:00 AM PT + Sun 10/21/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 12:00:00 PM London +Outage: Test/Dev maintenance for multiple servers. +Environments Impacted: All ENW test and dev environments +Purpose: General maintenance window for ENW Test and Development servers. See the list below. +Backout: roll back to any original configuration. +Contact(s): Malcolm Wells 713-345-3716 + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: +Impact: CORP +Time: Sat 10/20/2001 at 11:00:00 AM CT thru Sat 10/20/2001 at 12:00:00 PM CT + Sat 10/20/2001 at 9:00:00 AM PT thru Sat 10/20/2001 at 10:00:00 AM PT + Sat 10/20/2001 at 5:00:00 PM London thru Sat 10/20/2001 at 6:00:00 PM London +Outage: Telephony Apps IP Switch Replacement +Environments Impacted: All +Purpose: Replace old 2924 switch (Token Ring config) with 2 new 2948s to minimize the exposure to critical telephony applications in the event of IP switch failure. New switches can also be added to the Paging System. Critical telephony applications currently sharing 1 switch include all voice mail. Loss of network connectivity would prevent anyone from accessing their messages. +Backout: Revert to old switches. +Contact(s): Rebecca Sutherland 713-345-7192 + Bruce Mikulski 713-853-7409 + George Nguyen 713-853-0691 +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +SCHEDULED SYSTEM OUTAGES: LONDON +Impact: CORP +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Sat 10/20/2001 at 9:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Sat 10/20/2001 at 7:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 3:00:00 AM London +Outage: Complete Powerdown of the London Office +Environments Impacted: All +Purpose: To complete the final works and testing to install a third generator in Enron House +Backout: Switch all equipment back on once power has been restored. +Contact(s): Tracy Pearson 830-34238 London Tie Line + +----------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"allen-p/deleted_items/105.","Message-ID: <7016835.1075858632342.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 16:40:42 -0700 (PDT) +From: w..cantrell@enron.com +To: leslie.lawner@enron.com, k..allen@enron.com, don.black@enron.com, + suzanne.calcagno@enron.com, mark.courtney@enron.com, + jeff.dasovich@enron.com, frank.ermis@enron.com, + donna.fulton@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + p..hewitt@enron.com, keith.holst@enron.com, paul.kaufman@enron.com, + tori.kuykendall@enron.com, susan.mara@enron.com, + ed.mcmichael@enron.com, stephanie.miller@enron.com, + l..nicolay@enron.com, matt.smith@enron.com, patti.sullivan@enron.com, + robert.superty@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com +Subject: Comments of the Other Parties on El Paso System Reallocation, + RP00-336 +Cc: d..steffes@enron.com, melinda.pharms@enron.com, guillermo.canovas@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: d..steffes@enron.com, melinda.pharms@enron.com, guillermo.canovas@enron.com +X-From: Cantrell, Rebecca W. +X-To: Lawner, Leslie , Allen, Phillip K. , Black, Don , Calcagno, Suzanne , Courtney, Mark , Dasovich, Jeff , Ermis, Frank , Fulton, Donna , Gay, Randall L. , Grigsby, Mike , Hewitt, Jess P. , Holst, Keith , Kaufman, Paul , Kuykendall, Tori , Mara, Susan , McMichael Jr., Ed , Miller, Stephanie , Nicolay, Christi L. , Smith, Matt , Sullivan, Patti , Superty, Robert , Tholt, Jane M. , Tycholiz, Barry +X-cc: Steffes, James D. , Pharms, Melinda , Canovas, Guillermo +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This is a summary of the comments we've received so far from the other parties who filed on October 15. I'll summarize the others as they come in and redistribute this report. + + " +"allen-p/deleted_items/106.","Message-ID: <21687871.1075858632365.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 11:07:20 -0700 (PDT) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-2.cais.net +Subject: Western Price Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Arthur O'Donnell"" @ENRON +X-To: Western.Price.Survey.contacts@ren-2.cais.net +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Here is the end-of-week report from NewsData. + +If there is anything worth reporting from the CDWR news +conference this morning, I'll send our report along--but it looks like +the state is backing away from renegotiating the DWR contracts +because it just realized gas prices are lower. + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Spot640.doc + Date: 19 Oct 2001, 10:50 + Size: 24064 bytes. + Type: MS-Word + + - Spot640.doc " +"allen-p/deleted_items/107.","Message-ID: <6254563.1075858632387.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 06:11:32 -0700 (PDT) +From: bodyshop@enron.com +To: bodyshop@enron.com +Subject: FW: Security Smart ID Tags-Off Property Usage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bodyshop +X-To: Bodyshop +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Wright, Lee +Sent: Thursday, October 18, 2001 4:37 PM +To: Bodyshop +Subject: Security Smart ID Tags-Off Property Usage + + +To remain consistent with Enron's directive to improve security access to the building, all Enron Body Shop members are required to check-in at the Body Shop Front Desk and present an Enron Photo ID badge or another form of Photo ID to the Security Officer each time you visit. To assist our members who participate in outdoor activities during their visit, Security SMART ID tags are available at the Body Shop Front Desk for your convenience. Simply slide the SMART ID tag through the shoe laces between an eyelet and snap the tag closed. + +The SMART ID tags serve both as a safety identification tag while members are exercising off property as well as provide the security identification verification required when entering the Body Shop. Each day you plan to exercise outside, present your Enron Photo ID Badge or another form of Photo ID to the Front Desk Receptionist to receive your temporary Security SMART ID. Your Photo ID will be returned to you when you return the SMART ID tag to the Front Desk at the end of your visit. +" +"allen-p/deleted_items/108.","Message-ID: <27972496.1075858632410.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 12:12:02 -0700 (PDT) +From: mery.l.brown@accenture.com +To: pallen@enron.com +Subject: Thank You +Cc: kmcdani@enron.com, donald.l.barnhart@accenture.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: kmcdani@enron.com, donald.l.barnhart@accenture.com +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: kmcdani@enron.com, donald.l.barnhart@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I want to thank you for spending so much time with us today; I think we are +getting to a good level of detail and we accomplished a lot today. I left a +message for Ed and asked him to just focus on one or two difficult problems +because we are planning to also include some of your ""easy"" problems in the +simulation. + +We will look forward to getting the outlines for the remaining four +scenarios from you early next week. Please let us know if something comes +up and you don't think you'll be able to work on them. + +We'll call Ina with the room for next Friday. Thanks again for all your +help, and have a great weekend. +Mery + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/deleted_items/109.","Message-ID: <2600566.1075858632434.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 04:29:14 -0700 (PDT) +From: no.address@enron.com +Subject: All-Employee Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ken Lay@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I want to remind you about our All-Employee Meeting this Tuesday, Oct. 23, at 10 a.m. Houston time at the Hyatt Regency. We obviously have a lot to talk about. Last week we reported third quarter earnings. We have also been the subject of media reports discussing transactions with LJM, a related party previously managed by our chief financial officer. Today, we announced that we received a request for information from the Securities and Exchange Commission regarding related party transactions. + +I know you will have a number of questions about these issues and events, which I will address. As usual, I will be as candid as I can. I will do my best to provide answers and talk about where we go from here. I encourage each of you to attend or tune in tomorrow." +"allen-p/deleted_items/11.","Message-ID: <8030945.1075855374698.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 15:49:59 -0800 (PST) +From: ei_editor@platts.com +To: einsighthtml@listserv.platts.com +Subject: A hard act to follow: the future for energy without Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor @ENRON +X-To: EINSIGHTHTML@LISTSERV.PLATTS.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + =20 +=09 + + + =09 Updated: Dec. 28, 2001 = + [IMAGE]A hard act to follow: the future for ene= +rgy without Enron The energy industry is beginning to imagine its future w= +ithout the swashbuckling Enron, the future of which could now rest with ban= +kruptcy courts on both sides of the Atlantic. = + = + = + [IMAGE]Fight over hydro project= + could become war Outcome could set precedent for other relicensing Envir= +onmental issues may be deciding factor = + [IMAGE]Shedding light on power prices EU study shows e= +nd of price transparency Denmark residential customers pay more VAT impac= +ts prices [IMAGE]A= + sci-fi twist in clean coal research Bioprocessing cleans impurities Scien= +tists create coal-adapted microbes = + PSI Energy asks Ind. regulators to approve plant transfer [IMAGE]fu= +ll story... Arkansas PSC recommends state delay or scrap competition [IMAG= +E]full story... Delta Petroleum acquires private Piper Petroleum [IMAGE]fu= +ll story... Chavez expects modest oil price recovery in 2002 [IMAGE]full s= +tory... Missouri PSC grants MGE variance on disconnections [IMAGE]full sto= +ry... FERC backs Texas co-op in pass-through dispute [IMAGE]full story... = + Brazil makes minor changes in new fuel market rules [IMAGE]full story... = +With pipe/lease plan, SCG eyes Georgia, South Carolina [IMAGE]full story...= + AGA: Storage stocks drop 81 Bcf to 2.980 Tcf; 91% full [IMAGE]full story.= +.. AES settles tariff with Brazil in industry-wide accord [IMAGE]full stor= +y... [IMAGE]To view all of today's Executive News headlines, [IMAGE]click = +here Copyright ? 2001 - Platts, All Rights Res= +erved Market Brief Thursday, December 27 Stocks Close Change % Chang= +e DJIA 10,131.31 43.2 0.43% DJ 15 Util. 292.86 3.1 1.06% NASDAQ 1,976.36 = +15.66 0.80% S&P 500 1,157.12 7.8 0.67% Market Vols Close Change % Cha= +nge AMEX (000) 88,986 (6,091.0) -6.41% NASDAQ (000) 1,229,831 102,400.0 9.= +08% NYSE (000) 881,030 88,396.0 11.15% Commodities Close Change % Chan= +ge Crude Oil (Feb) 20.9 (0.37) -1.74% Heating Oil (Jan) 0.5927 (0.002) -0.3= +2% Nat. Gas (Henry) 2.52 (0.391) -13.43% Propane (Jan) 33.75 (0.50) -1.46% = +Palo Verde (Jan) 28.00 0.00 0.00% COB (Jan) 28.00 0.00 0.00% PJM (Jan) 31= +.15 0.00 0.00% Dollar US $ Close Change % Change Australia $ 1.970 0.= +002 0.10% Canada $ 1.60 (0.004) -0.25% Germany Dmark 2.21 (0.011) -0.49= +% Euro 0.8835 0.004 0.50% Japan ?en 131.7 0.900 0.69% Mexico NP 9.13 0= +.000 0.00% UK Pound 0.6885 0.0006 0.09% Foreign Indices Close Chang= +e % Change Arg MerVal 320.46 0.00 0.00% Austr All Ord. 3,354.70 19.50 0.5= +8% Braz Bovespa 13755.65 397.23 2.97% Can TSE 300 7650.60 98.01 1.30% Ge= +rmany DAX 5117.13 98.12 1.95% HK HangSeng 11359.5 149.72 1.34% Japan Nikk= +ei 225 10457.61 265.04 2.60% Mexico IPC 6414.60 6371.84 0.53% UK FTSE 1= +00 5,213.20 35.80 0.69% Source: Yahoo!, TradingDay.com and NYMEX.co= +m =09 =09 =09 + + + - bug_black.gif=20 + - Market briefs.xls" +"allen-p/deleted_items/110.","Message-ID: <19855186.1075858632468.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 23:18:33 -0700 (PDT) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Meet the dark side of Windows XP +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +MEET THE DARK SIDE OF WINDOWS XP + + While I really like Microsoft's new operating + system, there are still some issues that may + make it impossible for you to upgrade. And + other issues may make you want to skip XP entirely. + Here are a dozen potential roadblocks to consider--don't + upgrade before you read this! + +http://cgi.zdnet.com/slink?/adeskb/adt1022/2819063:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + LATEST THREAT TO RECORD LABELS: THE DOJ + + Another cyberspace monopoly? Dept. + of Justice investigators have begun + a preliminary investigation into whether + the music labels are violating antitrust + laws--a probe that could derail the + industry's precarious foothold in + online music distribution. + + PLUS: + + MICROSOFT PLAYS INTO HACKERS' HANDS + + + CALLING ALL CARS--VIA TEXT MESSAGES! + + +http://cgi.zdnet.com/slink?/adeskb/adt1022/2819300:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Larry Dignan + + + HOW MCAFEE.COM IS CASHING IN ON VIRUSES + + The increasing incidence of computer viruses + may be cause for angst among Netizens, but + it's a big reason why McAfee.com remains a + profitable dot-com. Larry offers up CEO Srivats + Sampath's observations on success and the + future. + + +http://cgi.zdnet.com/slink?/adeskb/adt1022/2819067:8593142 + + + > > > > > + + +David Berlind + + WHY MS'S PASSWORD-REVEALING GLITCH SHOULD WORRY YOU + + The use of beta software to build an MS page + and let developers troubleshoot led to a ZDNet + TechUpdate reader's personal information + being completely revealed. David discusses + how sloppiness can lead to security woes. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1022/2819071:8593142 + + + > > > > > + + +Preston Gralla + + + FINALLY! 3 BETTER WAYS TO VIEW AND PRINT FILES + + Forget Windows' built-in (and hopelessly + anemic) file viewers. You need a better way + to keep an eye on your documents, and Preston + has just the solution: three feature-packed + file viewers that'll make reviewing your + files a snap. + + +http://cgi.zdnet.com/slink?/adeskb/adt1022/2819068:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +FIRST TAKE: NORTON INTERNET SECURITY 2002 +http://www.zdnet.com/products/stories/reviews/0,4161,2816682,00.html + + +HOW TO BUILD 'CUSTOMER DELIGHT' +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/main/0,14179,2814305,00.html + +HOW (AND WHY) TO HIRE A HACKER +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/main/0,14179,2817146,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Get FREE downloads for IT pros at TechRepublic +http://cgi.zdnet.com/slink?153975:8593142 + +Need a new job? Browse through over 90,000 tech job listings. +http://cgi.zdnet.com/slink?153976:8593142 + +eBusiness Update: Content Management systems grow up. +http://cgi.zdnet.com/slink?153977:8593142 + +Access your computer from anywhere with GoToMyPC. +http://cgi.zdnet.com/slink?153978:8593142 + +Check out the latest price drops at Computershopper.com. +http://cgi.zdnet.com/slink?153979:8593142 + +************************************************************* + + + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/111.","Message-ID: <7288431.1075858632490.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 15:00:16 -0700 (PDT) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Monday, October 22nd 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + NGI's Daily Gas Price Index + + NGI's Weekly Gas Price Index + + Natural Gas Intelligence, the Weekly Newsletter + +http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about other Intelligence Press products and services, +including maps and glossaries visit our web site at +http://intelligencepress.com or call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2001, Intelligence Press, Inc. +--- + " +"allen-p/deleted_items/112.","Message-ID: <22988326.1075858632512.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 15:50:31 -0700 (PDT) +From: itsimazing@response.etracks.com +To: pallen@enron.com +Subject: Apply online for a No Deposit VISA or Master Card today! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Future Card"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Click To Apply Today!!! + + If you do not wish to receive future promotions, click here to unsubscribe. + +[IMAGE]" +"allen-p/deleted_items/113.","Message-ID: <19068890.1075858632535.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 13:21:01 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Reminder: AXP Q3 Earnings Announcement on October 22, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - AXP Earnings Detail +Earnings.com =09[IMAGE] =09 +=09 American Express Company(AXP) [IMAGE] View Today's Earnin= +gs Announcements Earnings Date Upcoming Announcement October 22, 200= +1 BEFORE MARKET Add This Event To My Calendar Upcoming Conference Ca= +ll N/A Last Conference Call April 23, 2001 12:00PM Click To Listen = + Last Earnings Headline September 17, 2001 5:20 PM - American Express = +Expects Third Quarter Earnings to Be Negatively Affected By Recent Terroris= +t Attacks - PR NEWSWIRE Note: All times are Eastern Standard Time (EST) = + Consensus EPS Estimate This Qtr Jun 2001 Next Qtr Sep 2001 This Fiscal Y= +ear Dec 2001 Next Fiscal Year Dec 2002 Avg Estimatem (mean) $0.53 $0.56 $2.= +05 $2.41 # of Estimates 17 13 20 19 Low Estimate $0.50 $0.52 $1.92 $2.20 Hi= +gh Estimate $0.57 $0.60 $2.15 $2.55 Year Ago EPS $0.54 $0.54 $2.07 $2.05 EP= +S Growth -1.56% 4.51% -0.75% 17.16% Quarterly Earnings Mar 2001 Dec 2000= + Sep 2000 Jun 2000 Mar 2000 Estimate EPS $0.39 $0.50 $0.54 $0.53 $0.47 Actu= +al EPS $0.40 $0.50 $0.54 $0.54 $0.48 Difference $0.01 $0.00 $0.00 $0.01 $0.= +01 % Surprise 2.56% 0.00% 0.00% 1.89% 2.13% Earnings Growth Last 5 Years= + This Fiscal Year Next Fiscal Year Ave Est Next 5 Years P/E (FY 2001) PEG R= +atio AXP Industry Rank: 15 of 19 14.50% -0.75% 17.16% 13.54% 18.63 1.38 IND= +USTRY FIN-MISC SVCS 20.10% 16.40% 19.60% 16.40% 45.42 2.32 SECTOR FINANCE= + 2.95% 11.58% 54.18% 11.44% 13.41 1.35 S&P 500 8.40% -4.20% 14= +.60% 17.00% 22.15 1.31 Long-term Growth Avg Est High Est Low Est Estimat= +es AXP 13.54% 15.00% 12.00% 14 Covering Analysts: View History = + A.G. Edwards ABN AMRO Argus Research Banc of America Bear Stearn= +s CIBC World Markets CSFB Chase H&Q Deutsche Bank Edward D. Jones= + First Union Capital Goldman Sachs Keefe, Bruyette Lehman Brothers = + Merrill Lynch Morgan Stanley, DW Nutmeg Securities Pershing Prude= +ntial Securities Robertson Stephens Salomon Smith Barney Us Bancorp P= +J Warburg Dillon Reed Zacks All research data provided by Zacks Inves= +tment Research. Net EarningsEarnings data provided by Net Earnings Corp= +oration , the leading provider of future financial information and calendar= +s. =09 + +? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact us = + | webmaster | site map privacy policy | terms of service " +"allen-p/deleted_items/114.","Message-ID: <12461700.1075858632588.JavaMail.evans@thyme> +Date: Sat, 20 Oct 2001 13:50:48 -0700 (PDT) +From: yahoo-delivers@yahoo-inc.com +To: pallen@ect.enron.com +Subject: Yahoo! Newsletter, October 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Yahoo! Delivers@ENRON +X-To: pallen@ect.enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +[IMAGE] + [IMAGE][IMAGE] [IMAGE] Market Coverage and World News Live Yahoo! Fin= +anceVision brings you the latest from Washington, New York, and across the = +globe. Coverage is live and interactive, including news conferences with = +the President, the Pentagon, and the FBI. Guests and analysts answer your q= +uestions. View continuous financial updates from the New York Stock Exchan= +ge and the NASDAQ Marketsite. No television in your office? No problem. Wa= +tch FinanceVision at your desk. Movies in Your Mailbox Find out what's n= +ew at the movies via email updates from Yahoo! Movies. Local showtimes, inf= +ormation about new releases, and the latest buzz from Hollywood -- delive= +red direct to your inbox. Subscribe for free today. Take Control of Your = +Remote Tune in to Yahoo! TV for what 's new on the tube. Survivor is back= +, and so is our popular Survivor Pick'em Game . Play with a group of frie= +nds, family, or co-workers, or join a public group to compete with fans acr= +oss the United States. For an opinionated look at this year's TV lineup, do= +n't miss the Fall TV Guide . Make a Personal Connection Looking for someon= +e special? A new friend to hang out with? Millions of people use Yahoo! Per= +sonals -- the person you're looking for might be on Yahoo! looking for you= +! Search the ads or post your own for free. Then connect for less than $20= + per month. Take advantage of this special for new members: Join ClubConn= +ect now and get your first month free. Offer available until November 30, 2= +001. More Great Ways to Yahoo! Short Takes * Take the Court - = +Basketball season is just around the corner. Get in on the action with Yaho= +o! Sports Fantasy NBA . Run your own team of real National Basketball Asso= +ciation players from the season's opening tip to the final battles in Apri= +l. * My Red, White, and Blue Yahoo! - Update your personalized My Yahoo!= + page with a custom theme. Choose from Stars & Stripes, Old Glory, Pink Rib= +bons, your favorite NBA team theme, Sanrio's Hello Kitty, or Yahoo!Delic, a= + perennial favorite. * Yahoo! Travel - Find easy air, hotel, and renta= +l car reservations, vacation and cruise packages, and the latest resources = + for travelers. * Yahoo! Finance Bond Center - Everything you need to k= +now about bonds and their increasing popularity among investors in today's = +uncertain markets. * Make Yahoo! Your Home Page - If your browser lived = +here , you'd be home now . Cool Stuff * Halloween Central - Shop f= +or costumes, decorations, candy, and treats for the spookiest day of the ye= +ar. * Bobbing for Bargains - Bid on scary stuff in the Halloween Showcase= + from Yahoo! Auctions. * Can't Wait to Read? - Try an ebook -- a digital = +version of a print book that you can download and read. We've got your fav= +orites, from Nora Roberts to Stephen King (Riding the Bullet -- only $2).= + * Yahoo! Photos - Need more room for your digital pictures? Sign up f= +or 50MB more photo storage -- only $29.95 per year. * Sit Courtside With S= +pike Lee - Bid for the chance to watch Michael Jordan and the Wizards batt= +le the Knicks in New York on October 30. To support the families of those= + most affected by the tragic events of September 11th, all proceeds from th= +e winning bid will be donated to the UFA Widows and Children Fund. Co= +pyright ? 2001 Yahoo! Inc. =09 + + + =09 + You received this email because your account information indicates that = +you wish to be contacted about special offers, promotions and Yahoo! featur= +es. If you do not want to receive further mailings from Yahoo! Delivers, u= +nsubscribe by clicking here or by replying to this email. You may also mo= +dify your delivery options at any time. To learn more about Yahoo!'s use= + of personal information, including the use of web beacons in HTML-based e= +mail, please read our Privacy Policy . \ =09 +" +"allen-p/deleted_items/115.","Message-ID: <30586875.1075858632657.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 17:36:32 -0700 (PDT) +From: noreply@ccomad3.uu.commissioner.com +To: pallen@enron.com +Subject: CBS SPORTSLINE.COM FANTASY FOOTBALL NEWSLETTER +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""CBS SportsLine.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE]=09Fantasy Football Newsletter=09 + October 19, 2001 =09=09 + + +=09 + [IMAGE]Fantasy Sports [IMAGE]Fantasy Football [IMAGE]CBS Sport= +sLine.com =09 +=09 + + + Welcome to another edition of the 2001 Fantasy Football Newsletter! = +The Fantasy Football newsletter will arrive in your e-mail inbox at the end= + of every week. We'll include news about the web site; tips on using all th= +e features available; and answers to your player-related questions from the= + ""Gridiron Guru."" =09[IMAGE]=09Inside ? Fantasy Football Matchups = +? Customize Reports to Display the Info You Want ? Gridiron Guru ? Tip = +of the Week =09 + + + [IMAGE] [IMAGE] [IMAGE] =09 + + + Fantasy Football Matchups Every Friday our Fantasy experts break do= +wn the key Fantasy matchup of the week. It may be a top running back facing= + a sturdy run defender; a deep-threat wideout matched up with a premier co= +ver-corner; or a gunslinging QB against a defense with ball-hawking safetie= +s. We'll tell you who has the edge. We'll also highlight the key matchups i= +n every NFL game to help you decide who to start and who to bench. Check o= +ur Fantasy News area (click News, Fantasy News on the toolbar) Fridays fo= +r Fantasy Football Matchups. =09 + + + Customize Reports to Display the Info You Want Did you know you can= + customize the settings of most reports on the site, and save those settin= +gs so they are displayed each time you visit the report? For example, supp= +ose you'd like the Transactions, View report to display only Add/Drops ov= +er the past 7 days for all teams. Enter those settings, click GO and then = +click the Save icon displayed over the report. Now each time you click Tra= +nsactions, View on the toolbar, the report is displayed according to your c= +ustom settings. After you click Save you can click the E-Rept icon to have= + your new custom report e-mailed to you on the days you choose. =09 + + + Gridiron Guru Welcome to Gridiron Guru, where we'll answer your que= +stions about players and offer Fantasy Football roster advice. We invite yo= +u to send your own scouting reports and comments on players to: gridguru@co= +mmissioner.com . You'll get the chance to be heard by thousands of Fantasy = +players just like yourself! =09 + + + Question - Matt Biggins, Los Angeles, CA Which two receivers should I= + start this weekend, out of Todd Pinkston, Bill Schroeder, Chris Carter, Te= +rry Glenn and James McKnight? Who would you recommend starting out of Duce = +Staley, Stephen Davis, Ron Dayne, Kevan Barlow and Jason Brookins? Answe= +r - GG As long as Schroeder (ankle) is healthy, he's a must- start agai= +nst a Minnesota defense that allowed Charlie Batch to throw for 345 yards a= +nd three touchdowns last weekend. Miami has a bye, so McKnight is obviously= + not an option. Pinkston and Glenn both have good matchups, but we'd have t= +o go with Carter in this case. This season has been very unpredictable, so = +going with your most established player in this case is the best move. To a= +nswer your second question, we'd recommend Davis against a vulnerable Carol= +ina defense and Dayne against Philadelphia. It's tough to choose Davis, but= + Barlow has a bye and both Staley and Brookins will be splitting carries at= + best, so our hands are tied. =09 + + + Question - Jeff Smith, Tampa, FL I have Jeff Garcia, who has a bye th= +is week. I have the option of starting Jim Miller or picking up Chris Weink= +e. What do you recommend? Answer - GG Miller has been very inconsist= +ent from a Fantasy perspective, so we'd have to side with Weinke. He'll be = +facing a Washington defense decimated by injuries and vulnerable to players= + like Muhsin Muhammad, Donald Hayes and Wesley Walls. Weinke could have a b= +ig game. =09 + + + Question - Scott Buzby, Newark, DE Who should I start this week: Shan= +non Sharpe or Bubba Franks? Also, is it time to drop James Thrash? Kevin J= +ohnson, Laveranues Coles, Todd Pinkston and Joe Jurevicius are all still av= +ailable. Answer - GG Franks has been Brett Favre's favorite target i= +n the red zone, but Sharpe is one of the best tight ends in the league. Sha= +rpe will always give you good production from the tight end spot, and we hi= +ghly doubt that Franks will be able to continue to score touchdowns at his = +current pace of one per game. As far as Thrash goes, we feel he's just not = +good enough to be facing No.1 cornerbacks on a weekly basis, so his numbers= + will be inconsistent at best. Your best bet is to drop him and go after an= +other No. 1-caliber wideout like Johnson, who could emerge as a reliable Fa= +ntasy player. =09 + + + Tip of the Week Phil Brown, St. Louis, MO: When will people start = +giving Priest Holmes the credit he deserves? He is the best offensive optio= +n the Chiefs have, and he even has more rushing yards than Marshall Faulk a= +fter five weeks. With Dick Vermeil calling the shots in Kansas City, Holmes= + will continue to be a productive player all season. =09 + + + This message has been provided free of charge and free of obligation. If = +you prefer not to receive emails of this nature please send an email to rem= +ove@commissioner.com . Do not respond to this email directly. =09 +" +"allen-p/deleted_items/116.","Message-ID: <19711700.1075858632740.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 17:28:19 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 7 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/117.","Message-ID: <11635443.1075858632762.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 15:33:34 -0700 (PDT) +From: ksumey@ftenergy.com +To: sumey@enron.com, ksumey@ftenergy.com +Subject: NEWGen October Release +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Sumey, Katrina"" @ENRON +X-To: Sumey, Katrina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This email is to let you know that the October 2001 version of NEWGen is +available for download on www.rdionline.com. If you do not want to receive +this email please reply with unsubscribe me as the subject line. + +Thank You, + +The NEWGen Staff" +"allen-p/deleted_items/119.","Message-ID: <33553364.1075858632807.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 15:31:33 -0700 (PDT) +From: edelivery@salomonsmithbarney.com +To: pallen@enron.com +Subject: E-delivery Notification - Confirms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dear Salomon Smith Barney Client: + +Your Salomon Smith Barney trade confirmation(s) has been delivered to Salomon Smith Barney Access for online viewing. To view your trade confirmation(s) online, click on the link below. You will be required to enter your Salomon Smith Barney Access User Name and Password. + +https://www.salomonsmithbarney.com/cgi-bin/edelivery/econfirm.pl?47d10745b585f445e58555248323030313 + +Note: If you cannot access your confirmation through the link provided in this e-mail, ""cut and paste"" or type the full URL into your browser. You can also choose to view your confirmations directly from your Salomon Smith Barney Access Portfolio page by clicking the Portfolio tab and selecting ""Confirms"". + +Any prospectuses related to these trade confirmations will be sent under separate cover. If you opted to receive your prospectuses online, you will receive an e-mail notice when they are available for online viewing. + +If you are experiencing difficulty when viewing your confirmation online, you may need to adjust your Adobe Acrobat Options settings or upgrade your Adobe Acrobat software. Please visit our Frequently Asked Questions area on Adobe Acrobat for assistance: + +https://www.salomonsmithbarney.com/cust_srv/faq/ + +If you have any questions or need any assistance viewing your trade confirmations online, please contact the Online Client Service Center at 1-800-221-3636 (available 24 hours, seven days a week). If you have questions about the trades that generated the confirms, please contact your Salomon Smith Barney Financial Consultant. + +Thank you. +Salomon Smith Barney + +Please do not respond to this e-mail. + +Salomon Smith Barney Access is a registered service mark of Salomon Smith Barney Inc. +" +"allen-p/deleted_items/12.","Message-ID: <20180566.1075855374772.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 15:37:31 -0800 (PST) +From: no.address@enron.com +Subject: Please Read: Resolution Center to Disconnect Toll Free number +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Enron General Announcements@ENRON +X-To: Announcement Group@ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +The Resolution Center will be decommissioning one of its 888 numbers (888-877-7757) as of January 7, 2002. +You can continue to contact the Resolution Center, Toll Free, by using the following steps: +To contact the ENW IT Resolution Center: +? Call 1-800-973-6766 (1-800-97-ENRON) +? Select 1 to transfer to an extension within the Enron Building +? Select 31411 and you will be transferred to the helpdesk. +The following options are also available through the toll-free number: +0: Connect to voice directory +1: Transfer to an extension in the Enron building +2: Access voicemail in the Enron building +3: Transfer to 3 Allen Center +4: Transfer to Omaha +5: Transfer modem or fax with 646 prefix +6: Speak to an Enron operator +7: Transfer to a fax machine in the message center +8: Transfer to Aviation +9: Leave a confidential message for Enron Chairman +Please contact the Resolution Center at 3-1411 for assistance + +ETS customers should continue to contact the ETS Solution Center-Houston at 713-345-4745 or 888-465-4745, and the ETS Solution Center-Omaha at 402-398-7454. + " +"allen-p/deleted_items/120.","Message-ID: <15608495.1075858632834.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 07:33:54 -0700 (PDT) +From: showtimes@amazon.com +To: pallen@enron.com +Subject: Your Weekly Movie Showtimes from Amazon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +=09=09=09=09[IMAGE] =09=09 +[IMAGE]=09[IMAGE] =09 =09New This Weekend: From Hell From Hell RJohnny = +Depp, Heather Graham Johnny Depp is a Scotland Yard investigator trying t= +o unravel the mystery of Jack the Ripper in From Hell , adapted from the p= +owerful graphic novel by Alan Moore and Eddie Campbell; Heather Graham and= + Ian Holm co-star. Also new this weekend: Drew Barrymore discovers the per= +ils of Riding in Cars with Boys , the latest comedy-drama from director = +Penny Marshall. And Robert Redford squares off against James Gandolfini in= + The Last Castle , a gritty drama about a three-star general wrongly cou= +rt-martialed and sent to a military maximum security prison. Return to = + Top =09 =09[IMAGE]=09 +[IMAGE]=09=09=09=09 Showtimes for From Hell near ZIP Code 77055 Please no= +te: These showtimes start on Friday, October 19, 2001. To receive showtim= +es for a ZIP code different from 77055 in future e-mails, click here . = +AMC Studio 30 (American Multi-Cinema) 2949 Dunvale, Houston, TX 77063, 2= +81-319-4262 Showtimes: 1:30pm | 2:40pm | 4:20pm | 5:25pm | 7:35pm | 8:30p= +m | 10:15pm | 11:10pm | 12:50am Edwards Greenway Palace 24 (Edwards Th= +eatres) 3839 Westlayan, Houston, TX 77027, 713-871-8880 Showtimes: 1:15pm= + | 2:15pm | 4:15pm | 5:00pm | 7:15pm | 7:45pm | 10:00pm | 10:30pm Edward= +s Houston Marq*E 23 (Edwards Theatres) 7620 Kati Freeway, Houston, TX 7= +7024, 713-263-0808 Showtimes: 1:15pm | 2:15pm | 4:15pm | 5:00pm | 7:15pm = +| 7:45pm | 10:00pm | 10:30pm =09[IMAGE]=09 +[IMAGE]=09=09=09=09 Films Opening This Week: From Hell RJohnny Depp, H= +eather Graham [IMAGE]See Showtimes and more Mulholland Drive RJustin= + Theroux, Laura Harring [IMAGE]See Showtimes and more Riding in Cars = +with Boys PG-13Drew Barrymore, Steve Zahn [IMAGE]See Showtimes and more = + =09[IMAGE]=09 +[IMAGE]=09=09=09=09 Now Playing in Theaters near ZIP Code 77055 Please no= +te: These showtimes start on Friday, October 19, 2001. To receive showtim= +es for a ZIP Code different from 77055 in future e-mails, click here . = + 1. AMC Studio 30 (American Multi-Cinema) 2949 Dunvale, Houston, T= +X 77063, 281-319-4262 American Pie 2 RJason Biggs, Seann William Sco= +tt Showtimes: 3:30pm | 7:50pm | 10:10pm Bandits PG-13Bruce Willis, = +Billy Bob Thornton Showtimes: 12:50pm | 1:00pm | 2:00pm | 2:45pm | 3:45= +pm | 4:45pm | 5:40pm | 6:35pm | 7:30pm | 8:25pm | 9:20pm | 10:20pm | 11:15= +pm | 12:05am Corky Romano PG-13Chris Kattan, Peter Falk Showtimes= +: 1:25pm | 2:30pm | 3:30pm | 4:30pm | 5:35pm | 6:35pm | 7:40pm | 8:40pm |= + 9:45pm | 10:45pm | 11:50pm | 12:45am Don't Say a Word RMichael Doug= +las Showtimes: 1:40pm | 2:45pm | 4:15pm | 5:20pm | 7:00pm | 8:10pm | 9:= +35pm | 10:45pm | 12:10am From Hell RJohnny Depp, Heather Graham S= +howtimes: 1:30pm | 2:40pm | 4:20pm | 5:25pm | 7:35pm | 8:30pm | 10:15pm |= + 11:10pm | 12:50am Hardball PG-13Keanu Reeves, Diane Lane Showtimes:= + 3:00pm | 5:25pm | 7:55pm | 10:25pm | 12:40am Hearts in Atlantis = +PG-13Anthony Hopkins, Anton Yelchin Showtimes: 2:10pm | 5:20pm | 7:45pm = +| 10:10pm | 12:30am Iron Monkey PG-13Donnie Yen, Rongguang Yu Show= +times: 1:45pm | 3:50pm | 5:55pm | 8:00pm | 10:05pm | 12:10am Joy Ri= +de RLeelee Sobieski Showtimes: 1:00pm | 3:15pm | 5:25pm | 8:15pm | 10= +:30pm | 12:45am The Last Castle RRobert Redford, James Gandolfini S= +howtimes: 1:20pm | 2:25pm | 4:10pm | 5:15pm | 7:05pm | 8:05pm | 9:55pm | = +10:55pm | 12:45am Max Keeble's Big Move PGAlex D. Linz, Zena Grey = + Showtimes: 1:00pm | 3:05pm | 5:05pm | 7:10pm | 9:15pm | 11:20pm Megid= +do: The Omega Code 2 PG-13Michael York, Michael Biehn Showtimes: 1:05= +pm | 5:30pm | 12:30am Mulholland Drive RJustin Theroux, Laura Harri= +ng Showtimes: 1:10pm | 4:15pm | 7:25pm | 10:35pm The Others PG-13= +Nicole Kidman, Christopher Eccleston Showtimes: 1:00pm | 3:15pm | 5:40pm= + | 7:55pm | 10:20pm | 12:35am The Princess Diaries GJulie Andrews,= + Anne Hathaway Showtimes: 1:00pm | 3:20pm | 5:50pm Riding in Cars wi= +th Boys PG-13Drew Barrymore, Steve Zahn Showtimes: 1:05pm | 2:20pm | 4= +:00pm | 5:10pm | 7:00pm | 8:00pm | 9:50pm | 10:50pm | 12:40am Rush H= +our 2 PG-13Jackie Chan, Chris Tucker Showtimes: 2:30pm | 4:55pm | 7:05= +pm | 9:15pm | 11:25pm Serendipity PG-13John Cusack, Kate Beckinsale = + Showtimes: 1:15pm | 2:15pm | 3:25pm | 4:25pm | 5:30pm | 6:30pm | 7:35pm = +| 8:35pm | 9:40pm | 10:40pm | 11:45pm | 12:45am Training Day RDenz= +el Washington, Ethan Hawke Showtimes: 1:10pm | 2:00pm | 2:55pm | 3:50pm= + | 4:40pm | 5:35pm | 6:30pm | 7:20pm | 8:15pm | 9:10pm | 10:00pm | 10:55pm= + | 11:50pm | 12:40am Two Can Play That Game RVivica A. Fox, Morris Ch= +estnut Showtimes: 2:05pm | 5:00pm | 7:20pm | 9:30pm | 11:40pm Zool= +ander PG-13Ben Stiller, Owen Wilson Showtimes: 1:05pm | 3:05pm | 5:05p= +m | 7:15pm | 8:20pm | 9:25pm | 10:30pm | 11:35pm | 12:35am 2. E= +dwards Greenway Palace 24 (Edwards Theatres) 3839 Westlayan, Houston, T= +X 77027, 713-871-8880 Bandits PG-13Bruce Willis, Billy Bob Thornton = + Showtimes: 12:30pm | 1:30pm | 3:30pm | 4:30pm | 7:00pm | 7:30pm | 9:45pm= + | 10:15pm Corky Romano PG-13Chris Kattan, Peter Falk Showtimes: 1= +2:45pm | 1:45pm | 3:00pm | 4:00pm | 5:15pm | 6:15pm | 7:30pm | 8:30pm | 9:= +45pm | 10:30pm Don't Say a Word RMichael Douglas Showtimes: 12:1= +0pm | 1:40pm | 2:40pm | 4:25pm | 5:25pm | 7:10pm | 8:10pm | 9:40pm | 10:40= +pm From Hell RJohnny Depp, Heather Graham Showtimes: 1:15pm | 2:15= +pm | 4:15pm | 5:00pm | 7:15pm | 7:45pm | 10:00pm | 10:30pm Hearts in= + Atlantis PG-13Anthony Hopkins, Anton Yelchin Showtimes: 12:35pm | 3:0= +5pm | 5:35pm | 8:05pm | 10:35pm Iron Monkey PG-13Donnie Yen, Ronggua= +ng Yu Showtimes: 12:00pm | 2:30pm | 5:00pm | 7:30pm | 9:45pm Joy = +Ride RLeelee Sobieski Showtimes: 12:00pm | 2:15pm | 4:45pm | 7:15pm |= + 9:30pm The Last Castle RRobert Redford, James Gandolfini Showtimes= +: 12:00pm | 1:45pm | 3:30pm | 4:45pm | 7:00pm | 7:45pm | 10:00pm | 10:30p= +m Max Keeble's Big Move PGAlex D. Linz, Zena Grey Showtimes: 1:0= +0pm | 3:00pm | 5:00pm | 7:00pm The Others PG-13Nicole Kidman, Christ= +opher Eccleston Showtimes: 12:10pm | 2:40pm | 5:10pm | 7:40pm | 10:05pm= + Riding in Cars with Boys PG-13Drew Barrymore, Steve Zahn Showtim= +es: 12:00pm | 1:45pm | 3:30pm | 4:45pm | 7:00pm | 7:45pm | 10:00pm | 10:3= +0pm Rush Hour 2 PG-13Jackie Chan, Chris Tucker Showtimes: 9:00pm = + Serendipity PG-13John Cusack, Kate Beckinsale Showtimes: 12:00pm |= + 12:45pm | 2:15pm | 3:15pm | 4:45pm | 5:30pm | 7:15pm | 8:15pm | 9:30pm | = +10:30pm Training Day RDenzel Washington, Ethan Hawke Showtimes: 12= +:00pm | 1:00pm | 2:00pm | 3:00pm | 4:00pm | 5:00pm | 6:00pm | 7:00pm | 8:0= +0pm | 9:00pm | 10:00pm | 10:45pm Zoolander PG-13Ben Stiller, Owen W= +ilson Showtimes: 12:20pm | 1:35pm | 2:35pm | 3:50pm | 4:50pm | 6:05pm |= + 7:20pm | 8:20pm | 9:35pm | 10:35pm 3. Edwards Houston Marq*E 2= +3 (Edwards Theatres) 7620 Kati Freeway, Houston, TX 77024, 713-263-0808 = + Bandits PG-13Bruce Willis, Billy Bob Thornton Showtimes: 12:30pm | = +1:30pm | 3:30pm | 4:30pm | 7:00pm | 7:30pm | 9:45pm | 10:15pm Corky Ro= +mano PG-13Chris Kattan, Peter Falk Showtimes: 12:45pm | 1:45pm | 3:00p= +m | 4:00pm | 5:15pm | 6:15pm | 7:30pm | 8:30pm | 9:30pm | 10:30pm Don= +'t Say a Word RMichael Douglas Showtimes: 12:00pm | 2:30pm | 5:15pm |= + 8:00pm | 9:10pm | 10:30pm From Hell RJohnny Depp, Heather Graham = +Showtimes: 1:15pm | 2:15pm | 4:15pm | 5:00pm | 7:15pm | 7:45pm | 10:00pm = +| 10:30pm Hardball PG-13Keanu Reeves, Diane Lane Showtimes: 12:35= +pm | 3:05pm | 5:35pm | 8:05pm | 10:30pm Hearts in Atlantis PG-13Anth= +ony Hopkins, Anton Yelchin Showtimes: 2:00pm | 4:30pm | 7:00pm | 9:30pm= + Iron Monkey PG-13Donnie Yen, Rongguang Yu Showtimes: 12:30pm | = +2:45pm | 5:00pm | 7:30pm | 9:45pm Joy Ride RLeelee Sobieski Showti= +mes: 12:00pm | 2:15pm | 4:45pm | 7:15pm | 9:30pm The Last Castle = +RRobert Redford, James Gandolfini Showtimes: 12:00pm | 1:45pm | 3:30pm |= + 4:45pm | 7:00pm | 7:45pm | 10:00pm | 10:30pm Max Keeble's Big Move = +PGAlex D. Linz, Zena Grey Showtimes: 12:00pm | 2:00pm | 4:00pm | 6:00pm= + | 8:00pm | 10:00pm The Others PG-13Nicole Kidman, Christopher Eccl= +eston Showtimes: 12:10pm | 2:40pm | 5:10pm | 7:40pm | 10:10pm Riding= + in Cars with Boys PG-13Drew Barrymore, Steve Zahn Showtimes: 12:00pm= + | 1:45pm | 3:30pm | 4:45pm | 7:00pm | 7:45pm | 10:00pm | 10:30pm Rus= +h Hour 2 PG-13Jackie Chan, Chris Tucker Showtimes: 1:10pm | 3:10pm | = +5:10pm | 7:10pm Serendipity PG-13John Cusack, Kate Beckinsale Showt= +imes: 12:15pm | 2:45pm | 5:15pm | 7:45pm | 10:00pm Training Day R= +Denzel Washington, Ethan Hawke Showtimes: 1:00pm | 2:00pm | 4:00pm | 5:= +00pm | 7:00pm | 8:00pm | 10:00pm | 10:40pm Zoolander PG-13Ben Stiller,= + Owen Wilson Showtimes: 12:15pm | 2:30pm | 4:45pm | 7:15pm | 9:30pm = + =09[IMAGE]=09 +[IMAGE]=09=09=09=09 We hope you enjoyed receiving this newsletter. However= +, if you'd like to unsubscribe, please use the link below or click the You= +r Account button in the top right corner of any page on the Amazon.com Web= + site. Under the E-mail and Subscriptions heading, click the ""Manage your = +Weekly Movie Showtimes e-mail"" link. http://www.amazon.com/movies-email = + Copyright 2001 Amazon.com, Inc. All rights reserved. You may also chan= +ge your communication preferences by clicking the following link: http://= +www.amazon.com/communications =09[IMAGE]=09 +=09=09=09=09=09 =09 +" +"allen-p/deleted_items/121.","Message-ID: <3428312.1075858632973.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 11:10:17 -0700 (PDT) +From: savita.puthigai@enron.com +To: traders.eol@enron.com, traders.eol@enron.com +Subject: EnronOnline- Change to Autohedge +Cc: houston.product@enron.com, center.eol@enron.com, group.enron@enron.com, + teresa.mandola@enron.com, angela.connelly@enron.com, + brad.richter@enron.com, mark.pickering@enron.com, + greg.piper@enron.com, lindsay.renaud@enron.com, + leonardo.pacheco@enron.com, carl.carter@enron.com, + kevin.meredith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +Bcc: houston.product@enron.com, center.eol@enron.com, group.enron@enron.com, + teresa.mandola@enron.com, angela.connelly@enron.com, + brad.richter@enron.com, mark.pickering@enron.com, + greg.piper@enron.com, lindsay.renaud@enron.com, + leonardo.pacheco@enron.com, carl.carter@enron.com, + kevin.meredith@enron.com +X-From: Puthigai, Savita +X-To: EOL Non North America Traders , EOL North America Traders +X-cc: Product Control - Houston , EOL Call Center , Enron London - EOL Product Control Group , Mandola, Teresa , Connelly, Angela , Richter, Brad , Pickering, Mark , Piper, Greg , Renaud, Lindsay , Pacheco, Leonardo , Carter, Carl , Meredith, Kevin +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Effective Monday, October 22, 2001 the following changes will be made to the Autohedge functionality on EnronOnline. + +The volume on the hedge will now respect the minimum volume and volume increment settings on the parent product. See rules below: + +? If the transaction volume on the child is less than half of the parent's minimum volume no hedge will occur. +? If the transaction volume on the child is more than half the parent's minimum volume but less than half the volume increment on the parent, the hedge will volume will be the parent's minimum volume. +? For all other volumes, the same rounding rules will apply based on the volume increment on the parent product. + +Please see example below: + +Parent's Settings: +Minimum: 5000 +Increment: 1000 + +Volume on Autohedge transaction Volume Hedged +1 - 2499 0 +2500 - 5499 5000 +5500 - 6499 6000" +"allen-p/deleted_items/122.","Message-ID: <6680592.1075858633013.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 14:40:56 -0700 (PDT) +From: no.address@enron.com +Subject: SUPPLEMENTAL Weekend Outage Report for 10-19-01 through 10-21-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 19, 2001 5:00pm through October 22, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +SCHEDULED SYSTEM OUTAGES: + +ECS power outage + +A power outage will occur in Enron Center South on Saturday, October 20, 2001 to complete repairs to the electrical riser system required to correct issues resulting from Tropical Storm Allison. + +IDF's and thus network resident applications and data will be off line on all ECS floors 3 through 6 from 10:00 a.m. Saturday until 8:00 a.m. Sunday. + +Trading floors 3, 4, 5 and 6 desktop power will be off beginning 2:00 p.m. Saturday until 12:00 noon Sunday. + +Avaya telephony phone system will be unaffected. However, the turret system will be offline starting 11:00 a.m. Saturday until 1:00 p.m. Sunday. + +Additionally, during this power outage the cooling system will be upgraded. This upgrade may take up to 2 hours. Occupants in the building may experience as much as a five degree rise in temperature. + +Contacts: Stuart Fieldhouse 713-853-5699 + Lance Jameson 713-345-4423 + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +EES: +Impact: EES +Outage: EESHOU-DBPCCS - Sat 8-10am CT +EESTEST-DBPCCS - Sun 9:30-11:30 am CT +EESTEST-WBPCCS - Sun 10am-12pm CT +EESHOU-EEIS - Fri 6-8pm CT +EESHOU-WBPCCS - Sun 8:30-10:35am CT +EESHOU-DBRPS3 - Sat 9-10am CT +EESHOU-OMS01 - Fri 5:30-7:30pm CT +Environments Impacted: EES +Purpose: Install monitoring tools. +Backout: Uninstall +Contact(s): David DeVoll 713-345-8970 + Animesh Solanki 713-853-5147 + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: ALSO SEE ORIGINAL REPORT +Impact: ECN 46 +Time: Sat 10/20/2001 at 9:00:00 AM CT thru Sat 10/20/2001 at 4:00:00 PM CT + Sat 10/20/2001 at 7:00:00 AM PT thru Sat 10/20/2001 at 2:00:00 PM PT + Sat 10/20/2001 at 3:00:00 PM London thru Sat 10/20/2001 at 10:00:00 PM London +Outage: Telecom Closet Clean Up ECN 46 +Environments Impacted: ECN 46 +Purpose: IDF and port management +Backout: +Contact(s): Mark Trevino 713-345-9954 + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +HR: SEE ORIGINAL REPORT + +MESSAGING: SEE ORIGINAL REPORT + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: ALSO SEE ORIGINAL REPORT +Impact: nahou-wwirf01t nahou-wwirf01d nahou-wwjrn01d nahou-wwjrn01tnahou-wwiwn01d +Time: Thu 10/18/2001 at 5:00:00 PM CT thru Fri 10/19/2001 at 7:00:00 PM CT + Thu 10/18/2001 at 3:00:00 PM PT thru Fri 10/19/2001 at 5:00:00 PM PT + Thu 10/18/2001 at 11:00:00 PM London thru Sat 10/20/2001 at 1:00:00 AM London +Outage: SP2 Hotfix 301625 WINS-DNS update +Environments Impacted: Developers and Testers of the server listed below +Purpose: This is our new standard for ALL Web and App servers in our group. +Backout: Rollback SP2 Hot Fix and put old WINS and DNS entries back +Contact(s): Clint Tate 713-345-4256 + +Impact: CORP +Time: Sun 10/21/2001 at 6:00:00 AM CT thru Sun 10/21/2001 at 6:00:00 PM CT + Sun 10/21/2001 at 4:00:00 AM PT thru Sun 10/21/2001 at 4:00:00 PM PT + Sun 10/21/2001 at 12:00:00 PM London thru Mon 10/22/2001 at 12:00:00 AM London +Outage: RMSPROD table/index reorg +Environments Impacted: Corp +Purpose: reduce fragmentation and increase performance. +Backout: Disable restricted session. +Contact(s): Emmett Cleveland 713-345-3873 + +SITARA: +Impact: Production +Time: Sat 10/20/2001 at 7:00:00 PM CT thru Sun 10/21/2001 at 7:00:00 AM CT + Sat 10/20/2001 at 5:00:00 PM PT thru Sun 10/21/2001 at 5:00:00 AM PT + Sun 10/21/2001 at 1:00:00 AM London thru Sun 10/21/2001 at 1:00:00 PM London +Outage: New Hardware - Trinity +Environments Impacted: Corp +Purpose: Improve Sitara performance with Hardware enhancement. +Backout: revert to Madrid as primary. +Contact(s): SitaraonCall 713-288-0101 + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: SEE OIGINAL REPORT + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +SCHEDULED SYSTEM OUTAGES: LONDON +Impact: CORP +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Sat 10/20/2001 at 9:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Sat 10/20/2001 at 7:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 3:00:00 AM London +Outage: Complete Powerdown of the London Office +Environments Impacted: All +Purpose: To complete the final works and testing to install a third generator in Enron House +Backout: Switch all equipment back on once power has been restored. +Contact(s): Tracy Pearson 830-34238 London Tie Line + +---------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"allen-p/deleted_items/123.","Message-ID: <7581112.1075858633037.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 13:53:37 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: ENE Downgraded by A.G. Edwards +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - ENE Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Enron Corp (ENE) Date Brokerage Firm Action Details 10/19/2001 A.G. = +Edwards Downgraded to Hold from Buy 10/16/2001 Merrill Lynch Upgrade= +d to Nt Accum from Nt Neutral 10/09/2001 Merrill Lynch Upgraded to Nt = +Neutral/Lt Buy from Nt Neutral/Lt Accum 10/04/2001 A.G. Edwards Downgr= +aded to Buy from Strong Buy 09/26/2001 A.G. Edwards Upgraded to Buy f= +rom Accumulate 09/10/2001 BERNSTEIN Upgraded to Outperform from Mkt Pe= +rform 08/15/2001 Merrill Lynch Downgraded to Nt Neut/Lt Accum from Nt= + Buy/Lt Buy 06/22/2001 A.G. Edwards Upgraded to Accumulate from Mainta= +in Position 12/15/2000 Bear Stearns Coverage Initiated at Attractive = + 07/19/2000 Paine Webber Upgraded to Buy from Attractive 04/13/2000 = +First Union Capital Upgraded to Strong Buy from Buy 04/13/2000 Salomon= + Smith Barney Coverage Initiated at Buy 04/05/2000 Dain Rauscher Wesse= +ls Upgraded to Strong Buy from Buy 04/05/2000 First Union Capital Cov= +erage Initiated at Buy Briefing.com is the leading Internet provider = +of live market analysis for U.S. Stock, U.S. Bond and world FX market parti= +cipants. ? 1999-2001 Earnings.com, Inc., All rights reserved about us |= + contact us | webmaster | site map privacy policy | terms of service = + =09 +" +"allen-p/deleted_items/124.","Message-ID: <9572977.1075858633079.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 13:08:22 -0700 (PDT) +From: ken.shulklapper@enron.com +To: mike.grigsby@enron.com, k..allen@enron.com, martin.cuilla@enron.com +Subject: Forbes Article-Gas Fired Power Plants +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Shulklapper, Ken +X-To: Grigsby, Mike , Allen, Phillip K. , Cuilla, Martin +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Don't know if you saw this already. Interesting. + +Ken + +Indigestion +Daniel Fisher, Forbes Magazine, 10.29.01 + +All those new natural gas-fired electric plants mean more gas demand, right? Maybe not. +For natural gas bulls, there was never a surer sign of good times to come than the order book at General Electric Corp. Backlogs in GE's Power Systems group almost tripled to $25 billion in the late 1990s as scores of utilities and freestanding power producers ordered natural gas turbines to supply the nation's growing appetite for electricity. Gas demand had to go up as all those shiny new turbines were connected to the grid. + +Ah, but there was a flaw in that argument--one that is becoming glaringly clear as the price of gas plunges below $2 per million Btu at the wellhead from as high as $10 last year. (A million Btu of gas equals just about 1,000 cubic feet.) Those new gas plants were supposed to steal business from pollution-spewing coal units, which still supply half the nation's electricity. But in a painstaking study of 788 power plants that supply the bulk of U.S. electricity, Charles Studness, president of Studness Research, found quite the opposite could happen. + +Studness determined that 79% of the ""new"" electricity supplied to the grid over the past five years came from existing plants, mostly coal-fired units. And there's plenty more where that came from. Studness figures existing coal plants have the potential to increase output by 50 million megawatt-hours a year for the next five years, representing about half the expected 2.5%-a-year increase in demand. + +Coal's advantage over gas: It's cheap. Utilities paid an average of $1.20 per million Btu for coal last year, compared with $4.30 for gas (delivered). Even with depressed gas prices, many coal plants are still cheaper to operate. So while those new turbines being installed by Calpine (nyse: CPN - news - people) and other independent power producers, (see table, below) will burn a lot of gas, they will do it mostly at the expense of older gas plants that burn half again as much. + + +Addressing a Burning Issue +If natural gas prices stay down or merely remain volatile it will help companies that burn, trade or store gas and hurt those that sell it or provide equipment to the industry. Overleveraged gas producers and service companies could have trouble making it through the downturn. + + +WINNERS Sales* ($bil) Remarks +Calpine $4.6 Its gas power plants won't compete with coal for years +Chesapeake Energy 0.9 Hedged gas production through December 2003 +Dynegy 43.4 Owns gas, coal power plants; stores, trades gas +Peabody Energy 2.7 World's largest coal company + +LOSERS Sales* ($bil) Remarks +Devon Energy 3.3 Gas-heavy; $8 billion in ...debt +General Electric 129.5 Sells gas turbines +Pioneer Natural Resources 1.0 $1.5 billion in ...debt; 53% of production is gas +Transocean SedcoForex 1.9 $4 billion in debt; heavy gas-drilling exposure + +*Latest 12 months. Source: Market Guide via FactSet Research Systems. + +""It's not our game to compete with coal or nuclear,"" says Ron A. Walter, senior vice president of San Jose, Calif.-based Calpine, which plans over the next few years to build gas-fired plants totaling 31,500 megawatts. ""It's our game to displace older gas."" + +Combined-cycle gas turbines, which use hot exhaust gases from one turbine to generate steam to turn a second one, can transform 6,800 Btu of gas into a kilowatt-hour of electricity, enough to light one lightbulb for ten hours. The oldest gas plants burn as much as 13,000 Btu, and the national average is 10,500. Substitute enough new plants for old, and U.S. gas consumption, currently 62 billion cubic feet a day, could drop by as much as 1 billion cubic feet a day. + +That scenario sounds unlikely to Stephen Bergstrom, president of Houston-based Dynegy, an energy-trading firm that also owns both coal- and gas-fired power plants. Dynegy's 35-year-old coal plants are ""huge capital hogs,"" Bergstrom says, that cost ten times as much to maintain as modern gas units. Throw in the cost of scrubbers and other required pollution controls, and many smaller coal plants will have to be shut down, Bergstrom says. + +But coal-plant owners can be ingenious. Witness Midwest Generation, a nonregulated subsidiary of Edison International that bought six coal plants from troubled Commonwealth Edison of Chicago in 1999. By changing operating procedures and burning a higher grade of coal, Midwest boosted output from the 40-year-old plants 12% last year--while reducing emissions. John Long, vice president and chief technical officer of the Midwest Generation unit, thinks he can coax another 15% increase out of those aging boilers over the next five years without running afoul of environmental rules. + +Long term, the bullish scenario still holds: Gas will displace coal. In the meantime, gas producers have a lot of bonds to retire. + + +" +"allen-p/deleted_items/125.","Message-ID: <33087485.1075858633102.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 07:11:38 -0700 (PDT) +From: chad.landry@enron.com +To: k..allen@enron.com +Subject: workout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Landry, Chad +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +will you be ready to hit the weights on monday. i have not been going in the morning b/c i am too lazy to wake up, especially if i do not have a partner. you could do rehab excercises and I could run from 540-6 and then we could workout from 6-645. are you ready for that? + +ckl" +"allen-p/deleted_items/126.","Message-ID: <3760168.1075858633127.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 04:55:34 -0700 (PDT) +From: no.address@enron.com +Subject: All-Employee Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The All-Employee Meeting will be held Tuesday, Oct. 23, at 10 a.m. Houston time at the Hyatt Regency Houston Imperial Ballroom. + +As one of the enhanced security measures we have recently employed, we will be checking employee badges at the entrance to the ballroom. All employees will be required to present a valid Enron badge with a photo. If you do not currently have a photo on your badge, please go to the badge office on the third floor of the Enron Building and have your photo added to your badge. We also suggest allowing a bit more time in getting to the Hyatt and we request your patience, as these security measures may create some backup at the entrance to the ballroom. + +Accessing the Meeting via Streaming Audio/Video +If you are a Houston-based employee and can't attend the meeting, or if you are located in London, Calgary, Toronto, Omaha, New York or Portland (ENA), you can access the live event at . Enron Europe employees will receive a follow-up message from their Public Relations team concerning online access to the meeting. + +Video Teleconferencing +The meeting will be made available by video teleconference to employees in Sao Paulo, Buenos Aires, Dubai, Rio de Janeiro, Bothell, Wash., Denver, San Ramon, Calif., and Chicago. If your location would like to participate by video teleconference, please contact Yvonne Francois at (713) 345-8725. + +" +"allen-p/deleted_items/127.","Message-ID: <14154714.1075858633174.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 09:36:48 -0700 (PDT) +From: veronica.espinoza@enron.com +To: r..brackett@enron.com, s..bradford@enron.com, r..conner@enron.com, + genia.fitzgerald@enron.com, patrick.hanse@enron.com, + ann.murphy@enron.com, s..theriot@enron.com, + christian.yoder@enron.com, j..miller@enron.com, steve.neal@enron.com, + s..olinger@enron.com, h..otto@enron.com, david.parquet@enron.com, + w..pereira@enron.com, beth.perlman@enron.com, s..pollan@enron.com, + a..price@enron.com, daniel.reck@enron.com, leslie.reeves@enron.com, + andrea.ring@enron.com, sara.shackleton@enron.com, + a..shankman@enron.com, s..shively@enron.com, d..sorenson@enron.com, + p..south@enron.com, k..allen@enron.com, a..allen@enron.com, + john.arnold@enron.com, c..aucoin@enron.com, d..baughman@enron.com, + bob.bowen@enron.com, f..brawner@enron.com, greg.brazaitis@enron.com, + craig.breslau@enron.com, brad.coleman@enron.com, + tom.donohoe@enron.com, michael.etringer@enron.com, + h..foster@enron.com, sheila.glover@enron.com, jungsuk.suh@enron.com, + legal <.taylor@enron.com>, m..tholt@enron.com, jake.thomas@enron.com, + fred.lagrasta@enron.com, janelle.scheuer@enron.com, + n..gilbert@enron.com, jennifer.fraser@enron.com, + lisa.mellencamp@enron.com, shonnie.daniel@enron.com, + n..gray@enron.com, steve.van@enron.com, mary.cook@enron.com, + gerald.nemec@enron.com, mary.ogden@enron.com, carol.st.@enron.com, + nathan.hlavaty@enron.com, craig.taylor@enron.com, j..sturm@enron.com, + geoff.storey@enron.com, keith.holst@enron.com, f..keavey@enron.com, + mike.grigsby@enron.com, h..lewis@enron.com, + debra.perlingiere@enron.com, maureen.smith@enron.com, + sarah.mulholland@enron.com, r..barker@enron.com, + b..fleming@enron.com, e..dickson@enron.com, j..ewing@enron.com, + r..lilly@enron.com, j..hanson@enron.com, kevin.bosse@enron.com, + william.stuart@enron.com, y..resendez@enron.com, + w..eubanks@enron.com, sheetal.patel@enron.com, + john.lavorato@enron.com, martin.o'leary@enron.com, + souad.mahmassani@enron.com, john.singer@enron.com, + jay.knoblauh@enron.com, gregory.schockling@enron.com, + dan.mccairns@enron.com, ragan.bond@enron.com, ina.rangel@enron.com, + lisa.gillette@enron.com, ron.green@enron.com, + jennifer.blay@enron.com, audrey.cook@enron.com, + teresa.seibel@enron.com, dennis.benevides@enron.com, + tracy.ngo@enron.com, joanne.harris@enron.com, paul.tate@enron.com, + christina.bangle@enron.com, tom.moran@enron.com, + lester.rawson@enron.com, m.hall@enron.com, bryce.baxter@enron.com, + bernard.dahanayake@enron.com, richard.deming@enron.com, + derek.bailey@enron.com, diane.anderson@enron.com, + joe.hunter@enron.com, ellen.wallumrod@enron.com, bob.bowen@enron.com, + lisa.lees@enron.com, stephanie.sever@enron.com, + joni.fisher@enron.com, vladimir.gorny@enron.com, + russell.diamond@enron.com, angelo.miroballi@enron.com, + k..ratnala@enron.com, credit <.williams@enron.com>, + cyndie.balfour-flanagan@enron.com, stacey.richardson@enron.com, + s..bryan@enron.com, kathryn.bussell@enron.com, l..mims@enron.com, + lee.jackson@enron.com, b..boxx@enron.com, randy.otto@enron.com, + daniel.quezada@enron.com, bryan.hull@enron.com, + gregg.penman@enron.com, clinton.anderson@enron.com, + lisa.valderrama@enron.com, yuan.tian@enron.com, + raiford.smith@enron.com, denver.plachy@enron.com, + eric.moon@enron.com, ed.mcmichael@enron.com, jabari.martin@enron.com, + kelli.little@enron.com, george.huan@enron.com, + jonathan.horne@enron.com, alex.hernandez@enron.com, + maria.garza@enron.com, santiago.garcia@enron.com, + loftus.fitzwater@enron.com, darren.espey@enron.com, + louis.dicarlo@enron.com, steven.curlee@enron.com, + mark.breese@enron.com, eric.boyt@enron.com, l..kelly@enron.com, + cynthia.franklin@enron.com, dayem.khandker@enron.com, + judy.thorne@enron.com, jennifer.jennings@enron.com, + rebecca.phillips@enron.com, john.grass@enron.com, + nelson.ferries@enron.com, andrea.ring@enron.com, + lucy.ortiz@enron.com, a..martin@enron.com, tana.jones@enron.com, + t..lucci@enron.com, gerald.nemec@enron.com, tiffany.smith@enron.com, + jeff.stephens@enron.com, dutch.quigley@enron.com, t..hodge@enron.com, + scott.goodell@enron.com, mike.maggi@enron.com, + john.griffith@enron.com, larry.may@enron.com, + chris.germany@enron.com, vladi.pimenov@enron.com, + judy.townsend@enron.com, scott.hendrickson@enron.com, + kevin.ruscitti@enron.com, trading <.williams@enron.com>, + matthew.lenhart@enron.com, monique.sanchez@enron.com, + chris.lambie@enron.com, jay.reitmeyer@enron.com, l..gay@enron.com, + j..farmer@enron.com, eric.bass@enron.com, tanya.rohauer@enron.com, + sherry.pendegraft@enron.com, shauywn.smith@enron.com, + jim.willis@enron.com, l..dinari@enron.com, t..muzzy@enron.com, + stephanie.stehling@enron.com, sean.riordan@enron.com, + thomas.mcfatridge@enron.com +Subject: Credit Watch List--Week of 10/22/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Espinoza, Veronica +X-To: Brackett, Debbie R. , Bradford, William S. , Conner, Andrew R. , Fitzgerald, Genia , Hanse, Patrick , Murphy, Melissa Ann , Theriot, Kim S. , Yoder, Christian , Miller, Mike J. , Neal, Steve , Olinger, Kimberly S. , Otto, Charles H. , Parquet, David , Pereira, Susan W. , Perlman, Beth , Pollan, Sylvia S. , Price, Brent A. , Reck, Daniel , Reeves, Leslie , Ring, Andrea , Shackleton, Sara , Shankman, Jeffrey A. , Shively, Hunter S. , Sorenson, Jefferson D. , South, Steven P. , Allen, Phillip K. , Allen, Thresa A. , Arnold, John , Aucoin, Berney C. , Baughman, Edward D. , Bowen, Bob , Brawner, Sandra F. , Brazaitis, Greg , Breslau, Craig , Coleman, Brad , Donohoe, Tom , Etringer, Michael , Foster, Chris H. , Glover, Sheila , Suh, Jungsuk , Taylor, Mark E (Legal) , Tholt, Jane M. , Thomas, Jake , Lagrasta, Fred , Scheuer, Janelle , Gilbert, George N. , Fraser, Jennifer , Mellencamp, Lisa , Daniel, Shonnie , Gray, Barbara N. , Van Hooser, Steve , Cook, Mary , Nemec, Gerald , Ogden, Mary , St. Clair, Carol , Hlavaty, Nathan , Taylor, Craig , Sturm, Fletcher J. , Storey, Geoff , Holst, Keith , Keavey, Peter F. , Grigsby, Mike , Lewis, Andrew H. , Perlingiere, Debra , Smith, Maureen , Mulholland, Sarah , Barker, James R. , Fleming, Matthew B. , Dickson, Stacy E. , Ewing, Linda J. , Lilly, Kyle R. , Hanson, Kristen J. , Bosse, Kevin , Stuart III, William , Resendez, Isabel Y. , Eubanks Jr., David W. , Patel, Sheetal , Lavorato, John , O'Leary, Martin , Mahmassani, Souad , Singer, John , Knoblauh, Jay , Schockling, Gregory , McCairns, Dan , Bond, Ragan , Rangel, Ina , Gillette, Lisa , Green, Ron , Blay, Jennifer , Cook, Audrey , Seibel, Teresa , Benevides, Dennis , Ngo, Tracy , Harris, JoAnne , Tate, Paul , Bangle, Christina , Moran, Tom , Rawson, Lester , Hall, Bob M , Baxter, Bryce , Dahanayake, Bernard , Deming, Richard , Bailey, Derek , Anderson, Diane , Hunter, Larry Joe , Wallumrod, Ellen , Bowen, Bob , Lees, Lisa , Sever, Stephanie , Fisher, Joni , Gorny, Vladimir , Diamond, Russell , Miroballi, Angelo , Ratnala, Melissa K. , Williams, Jason R (Credit) , Balfour-Flanagan, Cyndie , Richardson, Stacey , Bryan, Linda S. , Bussell l, Kathryn , Mims, Patrice L. , Jackson, Lee , Boxx, Pam B. , Otto, Randy , Quezada, Daniel , Hull, Bryan , Penman, Gregg , Anderson, Clinton , Valderrama, Lisa , Tian, Yuan , Smith, Raiford , Plachy, Denver , Moon, Eric , McMichael Jr., Ed , Martin, Jabari , Little, Kelli , Huan, George , Horne, Jonathan , Hernandez, Alex , Garza, Maria , Garcia, Santiago , Fitzwater, Loftus , Espey, Darren , Dicarlo, Louis , Curlee, Steven , Breese, Mark , Boyt, Eric , Kelly, Katherine L. , Franklin, Cynthia , Khandker, Dayem , Thorne, Judy , Jennings, Jennifer , Phillips, Rebecca , Grass, John , Ferries, Nelson , Ring, Andrea , Ortiz, Lucy , Martin, Thomas A. , Jones, Tana , Lucci, Paul T. , Nemec, Gerald , Smith, Tiffany , Stephens, Jeff , Quigley, Dutch , Hodge, Jeffrey T. , Goodell, Scott , Maggi, Mike , Griffith, John , May, Larry , Germany, Chris , Pimenov, Vladi , Townsend, Judy , Hendrickson, Scott , Ruscitti, Kevin , Williams, Jason (Trading) , Lenhart, Matthew , Sanchez, Monique , Lambie, Chris , Reitmeyer, Jay , Gay, Randall L. , Farmer, Daren J. , Bass, Eric , Rohauer, Tanya , Pendegraft, Sherry , Smith, Shauywn , Willis, Jim , Dinari, Sabra L. , Muzzy, Charles T. , Stehling, Stephanie , Riordan, Sean , McFatridge, Thomas +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Attached is a revised Credit Watch listing for the week of 10/22/01. Please note that US Steel Corporation was placed on ""Call Credit"" this week. +If there are any personnel in your group that were not included in this distribution, please insure that they receive a copy of this report. +To add additional people to this distribution, or if this report has been sent to you in error, please contact Veronica Espinoza at x6-6002. +For other questions, please contact Jason R. Williams at x5-3923, Veronica Espinoza at x6-6002 or Darren Vanek at x3-1436. + + + " +"allen-p/deleted_items/128.","Message-ID: <30920890.1075858633199.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 09:14:38 -0700 (PDT) +From: dmallory@ftenergy.com +To: electricatlas01@listserv.ftenergy.com +Subject: RDI Electric Atlas - North American Edition $500 savings - Ord + er Today!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Mallory, Donald"" @ENRON +X-To: ELECTRICATLAS01@LISTSERV.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] =09 + + +=20 + =09 Introductory price of $1,495 o= +nly good through November 16, 2001 CALL 800-424-2908 to order today! This= + must-have resource provides a virtual tour of the North American power sy= +stem that will be invaluable for business investors, industry experts, tra= +ders, analysts, or anyone else who wants to understand how the entire syst= +em works. The RDI Electric Power Atlas is a 270-page spiral-bound refere= +nce work. Each 11"" X 17"" full-color page shows these key features: [IMAG= +E] Existing power plants larger than 25 megawatts, symbolized by cap= +acity and fuel, and labeled with operator and name. [IMAGE]= + Existing and proposed transmission lines, 115 kV and above, identif= +ied by voltage and number of lines. [IMAGE] Substatio= +ns and line taps connected to the grid at 115 kV and above. = + [IMAGE] All IOU service territories. [IMAGE] Al= +l non-IOU and municipal service territories. [IMAGE] R= +TO/ISO pricing regions. [IMAGE] State capitals and ma= +jor cities. [IMAGE] Interstate, federal, and state hig= +hways. [IMAGE] Rivers and bodies of water. = + [IMAGE] Insets of 17 metropolitan areas. [IMAGE] = + Megawatt Dailypricing regions. Although it offers a highly detaile= +d look at the electric power infrastructure of North America, this remarka= +ble atlas has been condensed into a handy, portable format. It's a power s= +upply expert's bible for planning, analysis, and trading activity througho= +ut the North American continent. Introductory price of $1,495 if purchas= +ed before November 16, 2001. That's a savings of $500 off the list price of= + $1,995. To order your comprehensive atlas, contact us today: Tel 800-42= +4-2908 (toll free), 720-548-5700 (direct) E-mail custserv@ftenergy.com Re= +ference priority code 788 to receive this limited-time discount price. I= +f you wish to unsubscribe from this Platts promotion, click here and typ= +e UNSUBSCRIBE ELECTRIC ATLAS in the subject line, then send. [IMAGE] = + =09 =09 + + +" +"allen-p/deleted_items/129.","Message-ID: <29916128.1075858633249.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 06:13:41 -0700 (PDT) +From: richard.hash@openspirit.com +Subject: SBC ""The Way"" Weekly Info Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Richard G. Hash"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +You are receiving this because I have either you or your spouse listed as a member of the leadership team for ""The Way"" Sunday school class at Second Baptist Church. If you don't want to get weekly reminders, or have a spouse email available, please let me know . +If you have any information you wish to be distributed to the class this week, please get it to me before this upcoming Wednesday morning. Short text-bullet items are fine. +Regards, +-- +Richard G. Hash richard.hash@openspirit.com +OpenSpirit Corp. ph: 281-940-0207 fax 281-940-0201 +Suite 700, 1155 Dairy Ashford, Houston, TX 77079 + " +"allen-p/deleted_items/13.","Message-ID: <6589757.1075855374796.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 07:37:45 -0800 (PST) +From: mike.grigsby@enron.com +To: p..adams@enron.com, k..allen@enron.com, suzanne.christiansen@enron.com, + frank.ermis@enron.com, l..gay@enron.com, + shannon.groenewold@enron.com, mog.heu@enron.com, + keith.holst@enron.com, tori.kuykendall@enron.com, + matthew.lenhart@enron.com, zachary.mccarroll@enron.com, + shelly.mendel@enron.com, jay.reitmeyer@enron.com, m..scott@enron.com, + matt.smith@enron.com, p..south@enron.com, patti.sullivan@enron.com, + m..tholt@enron.com, barry.tycholiz@enron.com, jason.wolfe@enron.com +Subject: FUNDIES MEETING EVERY DAY BEGINNING NEXT WEEK +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Adams, Jacqueline P. , Allen, Phillip K. , Christiansen, Suzanne , Ermis, Frank , Gay, Randall L. , Groenewold, Shannon , Heu, Mog , Holst, Keith , Kuykendall, Tori , Lenhart, Matthew , McCarroll, Zachary , Mendel, Shelly , Reitmeyer, Jay , Scott, Susan M. , Smith, Matt , South, Steven P. , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +For those of you that will be in the office after New Year's, we will begin an informal fundies meeting each day to cover what has happened in the market since we filed for bankruptcy. We will go over pipeline flows, storage balances, weather, monthly and daily prices, etc. With a few of the Banks showing interest in showing a bid, I thought it would be good for us to begin our preparation to trade the market. + +Chris Gaskill will be providing the daily packet and Patti Sullivan will provide the daily operations report. + +I was thinking that we should start around 9:30 each morning. + +Grigsby" +"allen-p/deleted_items/130.","Message-ID: <20754442.1075858633286.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 05:50:42 -0700 (PDT) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, scott.neal@enron.com, s..shively@enron.com, + k..allen@enron.com, f..calger@enron.com, david.duran@enron.com, + brian.redmond@enron.com, john.thompson@enron.com, + rob.milnthorp@enron.com, wes.colwell@enron.com, sally.beck@enron.com, + david.oxley@enron.com, joseph.deffner@enron.com, + shanna.funkhouser@enron.com, eric.gonzales@enron.com, + j.kaminski@enron.com, larry.lawyer@enron.com, + chris.mahoney@enron.com, thomas.myers@enron.com, l..nowlan@enron.com, + beth.perlman@enron.com, a..price@enron.com, daniel.reck@enron.com, + cindy.skinner@enron.com, scott.tholan@enron.com, + gary.taylor@enron.com, heather.purcell@enron.com, + jeff.andrews@enron.com, lucy.ortiz@enron.com, + josey'.'scott@enron.com, kevin.mcgowan@enron.com, + cathy.phillips@enron.com, georganne.hodges@enron.com, + deb.korkmas@enron.com, kay.young@enron.com, laurie.mayer@enron.com, + stanley.cocke@enron.com, larry.gagliardi@enron.com, + jean.mrha@enron.com, a..gomez@enron.com, s..friedman@enron.com, + kathie.grabstald@enron.com, d..baughman@enron.com, + tricoli'.'carl@enron.com, ward'.'charles@enron.com, + crook'.'jody@enron.com, arnell'.'doug@enron.com, + alan.aronowitz@enron.com, neil.davies@enron.com, + ellen.fowler@enron.com, gary.hickerson@enron.com, + david.leboe@enron.com, randal.maffett@enron.com, + george.mcclellan@enron.com, stuart.staley@enron.com, + mark.tawney@enron.com, m..presto@enron.com, karin.williams@enron.com +Subject: NEWS Deadline +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Neal, Scott , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E , Weatherford, April , Ervin, Lorna +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +If your team would like to contribute to this week's newsletter, please submit your BUSINESS HIGHLIGHT OR NEWS by noon Wednesday, October 24. + +Thank you! + +Kathie Grabstald +x 3-9610 +" +"allen-p/deleted_items/131.","Message-ID: <21588317.1075858633308.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 13:45:07 -0700 (PDT) +From: important_phone_call@response.etracks.com +To: pallen@enron.com +Subject: We're Going ""Nuts"" +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Important Phone Call"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + We're Going ""Nuts"" [IMAGE] We have been trying to reach you regarding your sweepstakes entry! To contact us call, Toll Free 1-800-792-1321 Use Your Private Code when you call: DLIMZ Call 10:00 am to 10:00 pm EST Monday through Friday, 9:00 am to 9:00 pm on Saturday CALL NOW!!! 1-800-792-1321 This offer is brought to you by Consolidated Media Services. For more information and the terms and conditions of the promotional offer brought to you by CMS click here .If you do not wish to receive future mailings, click here to unsubscribe. +" +"allen-p/deleted_items/132.","Message-ID: <10775761.1075858633341.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 11:29:43 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: AXP Earnings Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - News +Earnings.com =09[IMAGE] =09 +=09 AXP 29.17 -0.15 American Express Company Reports Third Quarter= + Net Income of $298 Million=1D(millions, except per share amounts) Quarter = +Percentage Nine Percentage Ended Inc/ Months Inc/ September 30 (Dec) Ended = +(Dec) September 30 2001 2000 2001 2000 Net Income* $298 $737 (60%) $1,014 $= +2,133 (52%) Net Revenues** $5,478 $5,554 (1%) $15,770 $16,371 (4%) Per Shar= +e Net Income Basic $0 23 $0.56 (59%) $0.77 $1.61 (52%) Diluted $0.22 $0.54= + (59%) $0.76 $1.57 (52%) Average Common Shares Outstanding Basic 1,324 1,32= +6 -- 1,323 1,328 -- Diluted 1,335 1,361 (2%) 1,338 1,361 (2%) Return on Ave= +rage Equity 14.2% 25.5% -- 14.2% 25.5% -- NEW YORK, Oct 22, 2001 /PRNewsw= +ire via COMTEX/ -- American Express Company (NYSE: AXP) today reported thir= +d quarter net income of $298 million, down 60 percent from $737 million in = +the same period a year ago. Diluted earnings per share were $.22, down 59 p= +ercent from a year ago. Net revenues on a managed basis totaled $5.5 billio= +n, down one percent from $5.6 billion a year ago. The company's return on e= +quity was 14.2 percent. Results for the third quarter were negatively aff= +ected by two significant items: a previously announced restructuring charge= + of $352 million pre-tax ($232 million after-tax) and the impacts from the = +September 11th terrorist attacks. The September 11th events resulted in c= +ertain one-time costs and business interruption losses, including: provisio= +ns related to credit exposures to travel industry service establishments, i= +nsurance claims, and waived finance charges and late fees. The combination = +of these items totaled approximately $98 million pre-tax ($65 million after= +-tax). The company also incurred costs of approximately $42 million since= + September 11th, which are expected to be covered by insurance. Consequentl= +y, these costs did not impact the quarterly results. These include the cost= + of duplicate facilities and equipment associated with the relocation of th= +e company's offices in lower Manhattan and certain other business recovery = +expenses. Costs associated with the damage to the company's offices, extra = +operating expenses and business interruption losses are still being evaluat= +ed. The company expects that a substantial portion ofgh its Ists and losses= + will be covered by insurance. The third quarter restructuring charge inc= +ludes severance costs for the elimination of approximately 6,100 jobs and a= +sset impairment and other costs, all relating to the consolidation and reor= +ganization of certain business units, the scale back of corporate lending i= +n certain regions, the migration of certain processes to lower cost locatio= +ns, the outsourcing of certain activities, and the transition of certain pr= +ocessing and service functions to the Internet. These initiatives are expec= +ted to produce expense savings of approximately $325 million in 2002. A por= +tion of these savings is expected to flow through to earnings in the form o= +f improved operating expense margins and the rest is expected to be reinves= +ted back into high-growth areas of the business. In addition to the activ= +ities related to the restructuring charge, the company made strong progress= + on its global reengineering efforts initiated in the first half of the yea= +r and, as of September 30, had realized savings in excess of $700 million. = + Net income for the third quarter, adjusted for the restructuring and one-= +time costs related to September 11th, was approximately $595 million, down = +19 percent. On a similar basis, earnings per share were $.45, down 17 perce= +nt. The company's adjusted return on equity was 16.7 percent. ""While we w= +ere on target to meet prior consensus for third quarter earnings, the terro= +rist attacks obviously had a significant impact on the overall economy and = +we saw clear evidence of that as consumer spending, business travel and inv= +estment activity slowed after September 11th,"" said Kenneth I. Chenault, ch= +airman and chief executive officer, American Express Company. ""In light of = +the weak economy and financial markets, we are moving aggressively to lower= + our operating expenses. The progress we are making on our reengineering in= +itiatives has freed up substantial resources for investment in our business= +es with the strongest growth potential. This, along with the anticipated be= +nefit of lower interest rates and the strategies in place to grow our franc= +hise, positions us well to benefit when we see even a modest improvement in= + the economy."" Travel Related Services (TRS) reported quarterly net incom= +e of $248 million, down 51 percent from $507 million in the third quarter a= + year ago. Included in third quarter results are $195 million pre-tax ($127= + million after-tax) of the restructuring charge noted earlier. Also include= +d in the results are $87 million pre-tax ($57 million after-tax) of one-tim= +e costs and waived fees directly related to the September 11th terrorist at= +tacks. Excluding these costs and the restructuring charge, TRS' net income = +would have been $432 million, down 15 percent from the third quarter last y= +ear. TRS' net revenues rose two percent, as growth in loans and fee reven= +ues were partly offset by a three percent decline in billed business and a = +28 percent fall in travel sales. These declines reflect a substantial decre= +ase in corporate travel and entertainment spending and consumer travel sinc= +e September 11th. Prior to September, billed business growth for the quarte= +r was about two percent as higher consumer and small business spending offs= +et a decline in corporate travel and entertainment spending. Net finance ch= +arge revenues were higher, due to balance growth and wider net interest yie= +lds. This increase reflects a smaller percentage of loan balances on introd= +uctory rates and the benefit of declining interest rates during the quarter= +. The provision for losses on the lending portfolios grew as a result of = +higher volumes and an increase in U.S. lending write-off rates and delinque= +ncies. Marketing and promotion expenses were lower as TRS scaled back certa= +in marketing efforts in light of the weaker business environment. Operating= + expenses rose, reflecting increased Cardmember loyalty programs and busine= +ss volumes. These expenses were partly offset by the benefits of reengineer= +ing and cost-control efforts. The above discussion presents TRS results ""= +on a managed basis"" as if there had been no securitization transactions, wh= +ich conforms to industry practice. The attached financials present TRS resu= +lts on both a managed and reported basis. Net income is the same in both fo= +rmats. On a reported basis, TRS' results included securitization gains of= + $29 million pre-tax ($19 million after-tax) and $26 million pre-tax ($17 m= +illion after-tax) in the third quarters of 2001 and 2000, respectively. The= +se gains were offset by expenses related to card acquisition activities and= + therefore had no material impact on net income or total expenses. Americ= +an Express Financial Advisors (AEFA) reported quarterly net income of $145 = +million, down 46 percent from $269 million in the third quarter a year ago.= + Net revenues decreased 14 percent. Included in third quarter results are $= +62 million pre-tax ($41 million after-tax) of the restructuring charge note= +d earlier and $11 million pre-tax ($8 million after-tax) of insurance claim= +s directly related to September 11th. Excluding these items, AEFA's net inc= +ome would have been $194 million, down 28 percent from last year. AEFA re= +sults reflect continued weakness in equity markets and narrower spreads on = +the investment portfolio. The weakened equity markets led to significantly = +lower asset levels and lower sales of investment products. As a result, man= +agement and distribution fees fell 15 percent. Operating expenses, exclud= +ing the above-mentioned charges, decreased four percent from a year ago due= + primarily to lower sales commissions and continued reengineering and cost-= +control initiatives. As of September 30th, approximately 4 percent of the= + company's $33 billion investment portfolio consisted of high-yield securit= +ies, down from 12 percent a year ago and 8 percent last quarter. The reduct= +ion reflects the activities to date to lower the risk profile of the portfo= +lio and concentrate on stronger credits. American Express Bank (AEB) repo= +rted a quarterly net loss of $43 million, compared with $7 million of net i= +ncome a year ago. Included in third quarter results are $84 million pre-tax= + ($57 million after-tax) of the restructuring charge noted earlier. Excludi= +ng these charges, AEB's net income would have been $15 million, approximate= +ly double the earnings recorded in the same period last year. While AEB s= +ustained damage to its premises due to the September 11th terrorist attacks= +, the costs are expected to be covered by insurance. Consequently, these co= +sts did not impact AEB's quarterly results. AEB's business results reflec= +t strong performance in Personal Financial Services and Private Banking. Re= +sults also benefited from lower funding costs and lower operating expenses = +as a result of AEB's reengineering efforts. These were offset in part by hi= +gher provisions for losses due to higher Personal Financial Services loan b= +alances, and lower revenue from Corporate Banking as the company continues = +to shift its focus to Personal Financial Services and Private Banking. Co= +rporate and Other reported net expenses of $52 million, compared with $46 m= +illion a year ago. Included in third quarter 2001 results are $11 million p= +re-tax ($7 million after-tax) of the restructuring charge noted earlier. = +American Express Company (http://www.americanexpress.com ), founded in 1850= +, is a global travel, financial and network services provider. Note: The = +2001 Third Quarter Earnings Supplement will be available today on the Ameri= +can Express web site at http://ir.americanexpress.com . In addition, an inv= +estor conference call to discuss third quarter earnings results, operating = +performance and other topics that may be raised during the discussion will = +be held at 5:00 p.m. (ET) today. Live audio of the conference call will be = +accessible to the general public on the American Express web site at http:/= +/ir.americanexpress.com . A replay of the conference call also will be avai= +lable today at the same web site address. This document contains forward-= +looking statements that are subject to risks and uncertainties. The words ""= +believe"", ""expect"", ""anticipate"", ""intend"", ""aim"", ""will"", ""should"", and si= +milar expressions are intended to identify these forward-looking statements= +. The Company undertakes no obligation to update or revise any forward-look= +ing statements. Factors that could cause actual results to differ materiall= +y from these forward-looking statements include, but are not limited to, th= +e following: Fluctuation in the equity markets, which can affect the amou= +nt and types of investment products sold by AEFA, the market value of its m= +anaged assets, and management and distribution fees received based on those= + assets; potential deterioration in the high-yield sector and other investm= +ent areas, which could result in further losses in AEFA's investment portfo= +lio; the ability of AEFA to sell certain high- yield investments at expecte= +d values and within anticipated time frames and to maintain its high-yield = +portfolio at certain levels in the future; developments relating to AEFA's = +new platform structure for financial advisors, including the ability to inc= +rease advisor productivity, moderate the growth of new advisors and create = +efficiencies in the infrastructure; AEFA's ability to effectively manage th= +e economics in selling a growing volume of non-proprietary products to clie= +nts; investment performance in AEFA's businesses; the success, timeliness a= +nd financial impact, including costs, cost savings and other benefits, of r= +eengineering initiatives being implemented or considered by the Company, in= +cluding cost management, structural and strategic measures such as vendor, = +process, facilities and operations consolidation, outsourcing, relocating c= +ertain functions to lower cost overseas locations, moving internal and exte= +rnal functions to the Internet to save costs, the scale back of corporate l= +ending in certain regions, and planned staff reductions relating to certain= + of such reengineering actions; the ability to control and manage operating= +, infrastructure, advertising and promotion and other expenses as business = +expands or changes, including balancing the need for longer term investment= + spending; the Company's ability to recover under its insurance policies fo= +r losses resulting from the September 11th terrorist attacks; consumer and = +business spending on the Company's travel related services products, partic= +ularly credit and charge cards and growth in card lending balances, which d= +epend in part on the ability to issue new and enhanced card products and in= +crease revenues from such products, attract new cardholders, capture a grea= +ter share of existing cardholders' spending, sustain premium discount rates= +, increase merchant coverage, retain Cardmembers after low introductory len= +ding rates have expired, and expand the global network services business; s= +uccessfully expanding the Company's on-line and off-line distribution chann= +els and cross-selling financial, travel, card and other products and servic= +es to its customer base, both in the U.S. and abroad; effectively leveragin= +g the Company's assets, such as its brand, customers and international pres= +ence, in the Internet environment; investing in and competing at the leadin= +g edge of technology across all businesses; increasing competition in all o= +f the Company's major businesses; fluctuations in interest rates, which imp= +acts the Company's borrowing costs, return on lending products and spreads = +in the investment and insurance businesses; credit trends and the rate of b= +ankruptcies, which can affect spending on card products, debt payments by i= +ndividual and corporate customers and returns on the Company's investment p= +ortfolios; foreign currency exchange rates; political or economic instabili= +ty in certain regions or countries, which could affect commercial lending a= +ctivities, among other businesses; legal and regulatory developments, such = +as in the areas of consumer privacy and data protection; acquisitions; and = +outcomes in litigation. A further description of risks and uncertainties ca= +n be found in the Company's 10-K Annual Report for the fiscal year ending D= +ecember 31, 2000 and other reports filed with the SEC. * Included i= +n 2001 net income are two significant third quarter items: a restruct= +uring charge of $352 million pre-tax ($232 million after-tax) and one= +-time costs (including waived fees) of $98 million pre-tax ($65 milli= +on after-tax) resulting from the September 11, 2001 terrorist attacks= +. ** Net revenues are presented on a managed basis. (Preliminary) = + AMERICAN EXPRESS COMPANY = + FINANCIAL SUMMARY (Unaudited) = + (Dollars in millions) Quarter= +s Ended September 30, = + Percentage = + 2001 2000 Inc/(Dec) NE= +T REVENUES (MANAGED BASIS)(A) Travel Related Services $ 4,466 = + $ 4,400 2% American Express Financial Adviso= +rs 908 1,052 (14) American Express B= +ank 165 146 13 = + 5,539 5,598 (1) Corporate and Other, = + including adjustments and eliminations (61) = + (44) (37) CONSOLIDATED NET REVENUES (MANAGED BASIS)= +(A) $ 5,478 $ 5,554 (1) PRETAX INCOME (LO= +SS)(B) Travel Related Services $316 $721 = + (56) American Express Financial Advisors 194 = + 387 (50) American Express Bank (62) = + 8 -- 448 = + 1,116 (60) Corporate and Other (94) = + (87) (9) PRETAX INCOME(B) $354 = + $ 1,029 (66) NET INCOME (LOSS)(B) Travel Related Servi= +ces $248 $507 (51) American Express = + Financial Advisors 145 269 (46) = + American Express Bank (43) 7 -- = + 350 783 (55) Cor= +porate and Other (52) (46) (13) NET = +INCOME(B) $298 $737 (60) (A) = +Managed net revenues are reported net of interest expense, where a= +pplicable, and American Express Financial Advisors' provision for = +losses and benefits, and exclude the effect of TRS' securitization = + activities. (B) Included in 2001 income are two significant third qua= +rter items, a restructuring charge of $352 million ($232 million a= +fter-tax), and one-time costs (including waived fees) of $98 milli= +on ($65 million after-tax) resulting from the September 11, 2001 t= +errorist attack on New York City. (Preliminary) = + AMERICAN EXPRESS COMPANY FIN= +ANCIAL SUMMARY (Unaudited) (Dollars = +in millions) Nine Months Ended = + September 30, = + Percentage = + 2001 2000 Inc/(Dec) NET REVENUES (MANA= +GED BASIS)(A) Travel Related Services $ 13,575 $ 12,898 = + 5% American Express Financial Advisors 1= +,876 3,153 (40) American Express Bank = +481 447 8 15,9= +32 16,498 (3) Corporate and Other, including adj= +ustments and eliminations (162) (127) = + (28) CONSOLIDATED NET REVENUES (MANAGED BASIS)(A) $ = +15,770 $ 16,371 (4) PRETAX INCOME (LOSS)(B) Trav= +el Related Services $1,783 $2,073 (14) Ameri= +can Express Financial Advisors (243) 1,138 = + -- American Express Bank (30) 26 = + -- 1,510 3,237 = + (53) Corporate and Other (262) (242) = + (9) PRETAX INCOME(B) $1,248 $ 2,995 = + (58) NET INCOME (LOSS)(B) Travel Related Services $1,289= + $1,460 (12) American Express Financial Advi= +sors (110) 790 -- American Express= + Bank (22) 22 -- = + 1,157 2,272 (49) Corporate and Other = + (143) (139) (2) NET INCOME(B) = + $1,014 $2,133 (52) (A) Managed net revenues are r= +eported net of interest expense, where applicable, and American Ex= +press Financial Advisors' provision for losses and benefits, and e= +xclude the effect of TRS' securitization activities. (B) Inclu= +ded in 2001 income are two significant third quarter items, a rest= +ructuring charge of $352 million ($232 million after-tax), and one= +-time costs (including waived fees) of $98 million ($65 million af= +ter-tax) resulting from the September 11, 2001 terrorist attack on = + New York City. (Preliminary) AMERICAN EXP= +RESS COMPANY FINANCIAL SUMMARY (CONTINUED) = + (Unaudited) = + Quarters Ended September 30= +, Percenta= +ge 2001 2000 Inc/(D= +ec) EARNINGS PER SHARE BASIC Earnings Per Common Share $= + 0.23 $ 0.56 (59)% Average common shares outstand= +ing (millions) 1,324 1,326 -- DILUTED = + Earnings Per Common Share $ 0.22 $ 0.54 (59) = +Average common shares outstanding (millions) 1,335 = + 1,361 (2) Cash dividends declared per common share = + $ 0.08 $ 0.08 -- SEL= +ECTED STATISTICAL INFORMATION (Unaudited= +) Quarters Ended = + September 30, = + Percentage = + 2001 2000 Inc/(Dec) Return on Average Equity* = + 14.2% 25.5% -- Common Shares Outstanding = +(millions) 1,336 1,329 -- Book Value per= + Common Share: Actual $ 9.16 $ 8.44 = + 9% Pro Forma* $ 8.92 $ 8.68 = + 3% Shareholders' Equity (billions) $ 12.2 $ 11.2 = + 9% * Excludes the effect on Shareholders' Equity of SFAS No. 1= +15 and SFAS No. 133. The Company adopted SFAS No. 133 on Januar= +y 1, 2001. (Preliminary) AMERICAN EXPRESS = +COMPANY FINANCIAL SUMMARY (CONTINUED) = + (Unaudited) = + Nine Months Ended September 30, = + Percentag= +e 2001 2000 Inc/(D= +ec) EARNINGS PER SHARE BASIC Earnings Per Common Share $= + 0.77 $ 1.61 (52)% Average common shares outstan= +ding (millions) 1,323 1,328 -- DILUTED = + Earnings Per Common Share $ 0.76 $ 1.57 (52) = + Average common shares outstanding (millions) 1,338 = + 1,361 (2) Cash dividends declared per common share = + $ 0.24 $ 0.24 -- S= +ELECTED STATISTICAL INFORMATION (Unaudit= +ed) Nine Months Ended = + September 30, = + Percentage = + 2001 2000 Inc/(Dec) Return on Average Equity*= + 14.2 % 25.5 % -- Common Shares Outstanding = + (millions) 1,336 1,329 -- = + Book Value per Common Share: Actual $ 9.16= + $ 8.44 9% Pro Forma* $ 8.92 = + $ 8.68 3% Shareholders' Equity (billions) $ 12.2 = + $ 11.2 9% * Excludes the effect on Shareholders' Equ= +ity of SFAS No. 115 and SFAS No. 133. The Company adopted SFAS = +No. 133 on January 1, 2001. To view additional business segment finan= +cials go to: http://ir.americanexpress.com SOU= +RCE American Express Company CONTACT: Molly Faust, +1-201-209-= +5595, molly.faust@aexp.com, or Michael J. O'Neill, +1-201= +-209-5583, mike.o'neill@aexp.com, both of American Express URL: = + http://www.americanexpress.com http://www.prnewswire.com =09 +=09 [IMAGE] News provided by Comtex. ? 1999-2001 Earnings.com, Inc., Al= +l rights reserved about us | contact us | webmaster |site map privacy p= +olicy |terms of service =09 +" +"allen-p/deleted_items/133.","Message-ID: <14954636.1075858633647.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 22:49:55 -0700 (PDT) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: XP countdown: More of your top questions answered +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +XP COUNTDOWN: MORE OF YOUR TOP QUESTIONS ANSWERED + + In the last month and a half, I've been inundated + with XP-related questions from faithful + AnchorDesk readers. Can you upgrade? Is XP + faster than 9x? What's the deal with licensing? + Join me as I do some eXPlaining. + +http://cgi.zdnet.com/slink?/adeskb/adt1023/2819476:8593142 + + + PLUS: NO APOLOGIES? THE RIAA SAYS IT'S MISUNDERSTOOD + +http://cgi.zdnet.com/slink?/adeskb/adt1023/2819477:8593142 + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + SUN, MICROSOFT AND THE ROAD TO THE 'FRICTION-FREE ECONOMY' + + The Internet and World Wide Web gave + birth to an idea--a hyperefficient + economy that operates less like a heat-producing + mechanical engine and more like a motor + coiled with a superconductor. To understand + this basic idea is to understand Sun, + Microsoft and their dueling ambitions + for Web services. + + PLUS: + + HEY COUCH POTATOES, SONY'S HANDHELD IS A CLICKER, TOO. + NEW CRUSOE NOTEBOOK TO HIT U.S. SHORES + + +http://cgi.zdnet.com/slink?/adeskb/adt1023/2819493:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +John Morris and Josh Taylor + + WHY INTEL COULDN'T MAKE ITS CONSUMER ELECTRONICS FLY + + Long the king of PC microprocessors, Intel + thought it could rule the world of consumer + electronics, too. Not so. Josh and John find + Intel's decision to abandon consumer products + disappointing, but not surprising. + + +http://cgi.zdnet.com/slink?/adeskb/adt1023/2819482:8593142 + + + > > > > > + + +Preston Gralla + + END THE BOREDOM! LEARN TO SPRUCE UP YOUR PLAIN OL' E-MAIL + + If you're sick of tired-looking e-mail, we've + got the cure for you. Learn to dress up your + messages with animations, sounds, and even + a virtual personal assistant. Preston tracks + down three downloads to add pizzazz. + + +http://cgi.zdnet.com/slink?/adeskb/adt1023/2819466:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +IS XP'S NET SECURITY A RAW DEAL? +http://www.zdnet.com/techupdate/stories/main/0,14179,2819126,00.html + + +GOODBYE ROLODEX, HELLO SCANNER +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/special/stories/sc/scanner/reviews/0,13296,2818302,00.html + +FIND THE BEST WEB-PUBLISHING SYSTEMS +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/main/0,14179,2816173,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Get FREE downloads for IT pros at TechRepublic +http://cgi.zdnet.com/slink?153975:8593142 + +Need a new job? Browse through over 90,000 tech job listings. +http://cgi.zdnet.com/slink?153976:8593142 + +eBusiness Update: Content Management systems grow up. +http://cgi.zdnet.com/slink?153977:8593142 + +Access your computer from anywhere with GoToMyPC. +http://cgi.zdnet.com/slink?153978:8593142 + +Check out the latest price drops at Computershopper.com. +http://cgi.zdnet.com/slink?153979:8593142 + +************************************************************* + + + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/134.","Message-ID: <19872476.1075858633670.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 20:58:34 -0700 (PDT) +From: vivatrim@open2win.roi1.net +To: pallen@enron.com +Subject: PHILLIP, want to lose weight? Look younger? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Amanda@ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +[IMAGE] +If you can't see this click here + + + Ultimate Weight-Loss Program Want to lose weight? Want to look younger? Human Growth Hormone Releaser Diet Pill Get VivaTrim! It Works! Forget strenuous exercise and expensive surgery forever! VivaTrim increases your metabolism by reversing the aging process. Now you will lose weight and keep it off permanently! This exciting new method is endorsed by doctors worldwide and the clinical effects are published in the New England Journal of Medicine. It's true that everyone grows older but, we don't have to age! Now you can lose weight and look younger too. You deserve it! Try VivaTrim today risk-free! Buy one Get a 2 Month Supply Free! Click Here 100% GUARANTEED! + + +[IMAGE] + +This message was not sent unsolicited. You are currently +subscribed to the Open2Win mailing list. If you wish to +unsubscribe from our mailing list, Click here. +If you wish to modify your subscription, Click Here . +" +"allen-p/deleted_items/135.","Message-ID: <29457035.1075858633694.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 21:00:26 -0700 (PDT) +From: no.address@enron.com +Subject: New Link for All-Employee Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Attached is a new link for employees unable to attend the all-employee meeting today at 10 a.m. (CDT) at the Hyatt Regency Houston, Imperial Ballroom. If you are located in London, Calgary, Toronto, Omaha, New York, Portland (ENA) or Houston, you can access the live event at http://home.enron.com/employeemeeting." +"allen-p/deleted_items/136.","Message-ID: <22298272.1075858633720.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 20:28:00 -0700 (PDT) +From: no.address@enron.com +Subject: To: All Domestic Employees who Participate in the Enron Corp + Savings Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Corporate Benefits@ENRON +X-To: All Enron Employees United States Group@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +October 26 is fast approaching! + +Mark your calendar-- + as the Enron Corp. Savings Plan moves to a new administrator! + +As a Savings Plan Participant, Friday, October 26 at 3:00pm CST will be your last day to: + +? Transfer Investment Fund Balances and make Contribution Allocation Changes +? Change your Contribution Rate for the November 15th payroll deductions +? Enroll if you were hired before October 1 + +TWO important reminders: + +? Vanguard Lifestrategy investment options are being replaced with Fidelity Freedom funds and; +? Your funds will remain invested in the funds chosen as of 3:00pm CST until 8:00 am November 20. + +At 8:00 am CST, November 20 the Savings Plan system re-opens with great new features. + +Should you need assistance during the transition period, call ext. 3-7979 and press Option 6. This option will be available from 8:00am CST October 29 until 5:00pm CST November 19. + +Enron Benefits... keeping pace with your lifestyle. + + +" +"allen-p/deleted_items/137.","Message-ID: <31173707.1075858633755.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 20:16:30 -0700 (PDT) +From: no.address@enron.com +Subject: JDRF Cyber Auction & Update Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: EGM Office of the Chairman@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This Sunday, October 28th, is the Juvenile Diabetes Research Foundation (JDRF) Walk to Cure Diabetes at Greenspoint Mall at 8:00 a.m. In preparation for the big event, we have several fun activities scheduled to take place this week as detailed below. + +JDRF Cyber Auction - The Cyber Auction will take place this Wednesday, October 24th, through Thursday, October 25th. For details please go to the Enron home page and click on JDRF Cyber Auction or click http://ecpdxapps01.enron.net/apps/auction.nsf for the direct link. The Auction this year is hosted by EGS. + +Big E Caf? - This Friday, October 26th, 11:30 - 1:00 p.m. on Andrews Street in front of the Enron Center North building. +Lunch - Fajita lunch with all the trimmings provided by Taquera del Sol for $5.00. +Entertainment - Live entertainment provided by Mango Punch. +JDRF Raffle - Raffle tickets for two roundtrip Continental Airline tickets for $5.00 each. Raffle tickets for two roundtrip British Airways tickets for $10.00 each. Winning tickets will be drawn at 2:00 p.m. on Friday, October 26th. +JDRF Bake Sale - Cakes, cookies and Halloween treats will be available for purchase. +JDRF T-shirt Sale - Enron/JDRF T-shirts will be available for a $25 donation. +JDRF Sneaker (paper) Sales - The competition continues between business units - sneakers will sale for $5.00 each. + +For those of you that have signed up to join us for the walk, please continue to collect donations and watch your email this week for further information regarding the Walk. For those of you that have not signed up, please join us for the Walk. Although we have only a few days remaining until the walk, it is not too late to sign up and join us for this great event. It only takes a moment to fill out a walk form and you will get an Enron/JDRF T-shirt for collect or donating $25 or more, and will join hundreds of Enron employees and several thousand Houstonians on the Walk. This event will be a blast. The Enron tent will be great with lots of good food and entertainment and everyone will have a fun time. Parking at the walk site will be free. + +If you cannot attend the Walk, please support one of your local walkers, participate in the cyber auction or join us for the Big E Caf? on Friday to participate in some of our other great fundraising activities. We want to keep our standing as the number one walk team in the Gulf Coast area, Texas, and the entire Southern Region of the U.S., as well as in the top 10 nationally. + +Please contact Janice Riedel at X-37507 or Cathy Phillips at X-36898 to sign up as a walker, make a donation, or ask any questions you may have. Come join the fun. + +Thank you for your support and generosity. + +Mike McConnell" +"allen-p/deleted_items/139.","Message-ID: <6778488.1075858633809.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 17:25:00 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 8 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/140.","Message-ID: <8756481.1075858633833.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 16:40:03 -0700 (PDT) +From: clickathome@enron.com +Subject: THIS IS A SURVEY - ONE QUESTION +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ClickAtHome @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +TD{FONT-SIZE: 10pt; COLOR: black; BACKGROUND-COLOR: white} +[IMAGE] + + +Now that you have access to the following applications without requiring VPN access... Outlook Web Access (email and calendar) PEP XMS (Expense Reporting application) And, COMING SOON... eHROnline (year-end) Benefits Election (Oct. 29, 2001) Electronic Pay Stubs (year-end), and Much More, through the ClickAtHome Portal and the Internet, do you still believe you need remote access through VPN from home to Enron networks (must have a valid business reason with supervisor approval and a monthly cost)? YES NO NOT SURE Please answer this survey from your computer at work, not via Outlook Web Access. +" +"allen-p/deleted_items/141.","Message-ID: <441422.1075858633856.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 16:46:23 -0700 (PDT) +From: mike.grigsby@enron.com +To: k..allen@enron.com, l..gay@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, jay.reitmeyer@enron.com, + monique.sanchez@enron.com, m..scott@enron.com, matt.smith@enron.com, + p..south@enron.com, patti.sullivan@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com, jason.wolfe@enron.com +Subject: Work Hours +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Allen, Phillip K. , Gay, Randall L. , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , Smith, Matt , South, Steven P. , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dear West, + +We talked briefly on Monday about our commitment to a full work day at Enron. If you are in the office, then please be prepared to contribute to the group for a full day. Our schedule now calls for critical communication in the afternoons. We need to know that each employee will be here every day to create the consistency needed to outperform the rest of the market. + +We want to remain as flexible as possible with all traders when it comes to an emergency, but remember that you have a commitment to Enron to contribute a full work day. + +Please organize your vacation on the west desk calendar with Ina and coordinate any early afternoon departures with Ina and myself. Also, prepare to have your markets covered when you leave the office early. + +Sincerely, + +Mike +" +"allen-p/deleted_items/142.","Message-ID: <3461377.1075858633882.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 16:36:13 -0700 (PDT) +From: w..cantrell@enron.com +To: leslie.lawner@enron.com, k..allen@enron.com, don.black@enron.com, + suzanne.calcagno@enron.com, mark.courtney@enron.com, + jeff.dasovich@enron.com, frank.ermis@enron.com, + donna.fulton@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + p..hewitt@enron.com, keith.holst@enron.com, paul.kaufman@enron.com, + tori.kuykendall@enron.com, susan.mara@enron.com, + ed.mcmichael@enron.com, stephanie.miller@enron.com, + l..nicolay@enron.com, matt.smith@enron.com, patti.sullivan@enron.com, + robert.superty@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com +Subject: RE: Comments of the Other Parties on El Paso System Reallocation, + RP00-336 +Cc: d..steffes@enron.com, melinda.pharms@enron.com, guillermo.canovas@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: d..steffes@enron.com, melinda.pharms@enron.com, guillermo.canovas@enron.com +X-From: Cantrell, Rebecca W. +X-To: Lawner, Leslie , Allen, Phillip K. , Black, Don , Calcagno, Suzanne , Courtney, Mark , Dasovich, Jeff , Ermis, Frank , Fulton, Donna , Gay, Randall L. , Grigsby, Mike , Hewitt, Jess P. , Holst, Keith , Kaufman, Paul , Kuykendall, Tori , Mara, Susan , McMichael Jr., Ed , Miller, Stephanie , Nicolay, Christi L. , Smith, Matt , Sullivan, Patti , Superty, Robert , Tholt, Jane M. , Tycholiz, Barry +X-cc: Steffes, James D. , Pharms, Melinda , Canovas, Guillermo +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Updated to include comments received as of Friday, 10/19. According to FERC's website, these parties have filed comments, but I don't have them yet: + +Pacific Gas & Electric +CPUC +Dynegy +Williams Energy Marketing & Trading +SoCal Edison +Aquila +El Paso Natural Gas +Southern California Generation Coalition + +Will summarize as soon as I get copies. + + + -----Original Message----- +From: Cantrell, Rebecca W. +Sent: Thursday, October 18, 2001 6:41 PM +To: Lawner, Leslie; Allen, Phillip K.; Black, Don; Calcagno, Suzanne; Courtney, Mark; Dasovich, Jeff; Ermis, Frank; Fulton, Donna; Gay, Randall L.; Grigsby, Mike; Hewitt, Jess P.; Holst, Keith; Kaufman, Paul; Kuykendall, Tori; Mara, Susan; McMichael Jr., Ed; Miller, Stephanie; Nicolay, Christi L.; Smith, Matt; Sullivan, Patti; Superty, Robert; Tholt, Jane M.; Tycholiz, Barry +Cc: Steffes, James D.; Pharms, Melinda; Canovas, Guillermo +Subject: Comments of the Other Parties on El Paso System Reallocation, RP00-336 + +This is a summary of the comments we've received so far from the other parties who filed on October 15. I'll summarize the others as they come in and redistribute this report. + + << File: Summary of 10-15-01 Comments.doc >> " +"allen-p/deleted_items/143.","Message-ID: <25543639.1075858633906.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 16:19:17 -0700 (PDT) +From: karen.buckley@enron.com +To: k..allen@enron.com, john.arnold@enron.com, c..aucoin@enron.com, + don.black@enron.com, corry.bentley@enron.com, dana.davis@enron.com, + chris.gaskill@enron.com, c..gossett@enron.com, + mike.grigsby@enron.com, rogers.herndon@enron.com, + a..martin@enron.com, jim.meyn@enron.com, ed.mcmichael@enron.com, + scott.neal@enron.com, m..presto@enron.com, jim.schwieger@enron.com, + s..shively@enron.com, j..sturm@enron.com, robert.superty@enron.com, + lloyd.will@enron.com +Subject: Trading Track (ENA) +Cc: john.lavorato@enron.com, louise.kitchen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, louise.kitchen@enron.com +X-From: Buckley, Karen +X-To: Allen, Phillip K. , Arnold, John , Aucoin, Berney C. , Black, Don , Bentley, Corry , Davis, Mark Dana , Gaskill, Chris , Gossett, Jeffrey C. , Grigsby, Mike , Herndon, Rogers , Martin, Thomas A. , Meyn, Jim , McMichael Jr., Ed , Neal, Scott , Presto, Kevin M. , Schwieger, Jim , Shively, Hunter S. , Sturm, Fletcher J. , Superty, Robert , Will, Lloyd +X-cc: Lavorato, John , Kitchen, Louise +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +All, + +We have 16 internal and 8 external candidates been interviewed for the ENA Trading Track November 1st. Please advise if you would like to make any final recommendations on internal candidates to be interviewed. + + +Internal Candidates: + +Benke Terrell +Burt, Bart +Freeman, Scott +Giron, Gustavo +Hamlin Mason +Huang Jason +Hull Bryan +Jennaro Jason +Lenart Kirk +Lieskovsky Jozef +Ordway Chris +Pan Steve +Royed Jeff +Saavas Leonidas +Schlesenger Laura +Sell, Max + +Total: 16 + + + +External Candidates: +Fred Baloutch +Randy Hebert +Ferando Leija +Agustin leon +Zoya Raynes +Carl Zavattieri +Eric Moncada +Gabe Weinart + +Total: 8 + +NB: Awaiting feedback from 3 traders on 6 remaining external candidates. +" +"allen-p/deleted_items/144.","Message-ID: <16549157.1075858633929.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 15:06:43 -0700 (PDT) +From: bmg_support@adm.chtah.com +To: pallen@enron.com +Subject: PHILLIP, We Miss You! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""BMG Music Service"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +[IMAGE] +P.S. Forward this e-mail to your friends +so everyone can enjoy this unbeatable offer on CDs! +************************************************** +If you'd rather not receive e-mail from BMG Music Service, please click here . + [IMAGE]" +"allen-p/deleted_items/145.","Message-ID: <8996818.1075858633953.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 14:57:32 -0700 (PDT) +From: mike.grigsby@enron.com +To: k..allen@enron.com, l..gay@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, jay.reitmeyer@enron.com, + monique.sanchez@enron.com, m..scott@enron.com, matt.smith@enron.com, + p..south@enron.com, patti.sullivan@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com, jason.wolfe@enron.com +Subject: FW: Reminder: Portland Fundamental Analysis Strategy Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Allen, Phillip K. , Gay, Randall L. , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , Smith, Matt , South, Steven P. , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Sheppard, Kathryn +Sent: Monday, October 22, 2001 4:56 PM +To: Richey, Cooper; Gaskill, Chris; Grigsby, Mike; Ryan, David +Cc: Lavorato, John; Zufferli, John; Allen, Phillip K.; Heizenrader, Tim +Subject: Reminder: Portland Fundamental Analysis Strategy Meeting + + +The call-in information for the Tuesday Portland Fundamental Analysis Strategy Meeting is as follows: + + +Date: Each Tuesday +Time: 1:00 p.m. (PDT) + +Dial In Number: 877-233-7852 +Participant Code: 328886 + + +If you have any questions, please contact Kathy Sheppard at 503-464-7698. + +Thanks." +"allen-p/deleted_items/146.","Message-ID: <13262734.1075858633976.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 14:55:38 -0700 (PDT) +From: kathryn.sheppard@enron.com +To: cooper.richey@enron.com, chris.gaskill@enron.com, mike.grigsby@enron.com, + david.ryan@enron.com +Subject: Reminder: Portland Fundamental Analysis Strategy Meeting +Cc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +X-From: Sheppard, Kathryn +X-To: Richey, Cooper , Gaskill, Chris , Grigsby, Mike , Ryan, David +X-cc: Lavorato, John , Zufferli, John , Allen, Phillip K. , Heizenrader, Tim +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +The call-in information for the Tuesday Portland Fundamental Analysis Strategy Meeting is as follows: + + +Date: Each Tuesday +Time: 1:00 p.m. (PDT) + +Dial In Number: 877-233-7852 +Participant Code: 328886 + + +If you have any questions, please contact Kathy Sheppard at 503-464-7698. + +Thanks." +"allen-p/deleted_items/147.","Message-ID: <4693371.1075858634008.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 13:54:07 -0700 (PDT) +From: james.bruce@enron.com +To: k..allen@enron.com, tom.alonso@enron.com, kysa.alport@enron.com, + robert.badeer@enron.com, tim.belden@enron.com, + kortney.brown@enron.com, james.bruce@enron.com, + jesse.bryson@enron.com, jim.buerkle@enron.com, + angela.cadena@enron.com, f..calger@enron.com, fran.chang@enron.com, + andy.chen@enron.com, paul.choi@enron.com, ed.clark@enron.com, + alan.comnes@enron.com, wendy.conwell@enron.com, + minal.dalia@enron.com, debra.davidson@enron.com, + w..donovan@enron.com, m..driscoll@enron.com, + heather.dunton@enron.com, laird.dyer@enron.com, + fredrik.eriksson@enron.com, michael.etringer@enron.com, + mark.fillinger@enron.com, h..foster@enron.com, david.frost@enron.com, + dave.fuller@enron.com, jim.gilbert@enron.com, a..gomez@enron.com, + stan.gray@enron.com, mike.grigsby@enron.com, + david.guillaume@enron.com, mark.guzman@enron.com, + don.hammond@enron.com, keith.holst@enron.com, paul.kaufman@enron.com, + chris.lackey@enron.com, samantha.law@enron.com, + elliot.mainzer@enron.com, john.malowney@enron.com, + wayne.mays@enron.com, michael.mcdonald@enron.com, + jonathan.mckay@enron.com, stephanie.miller@enron.com, + matt.motley@enron.com, mark.mullen@enron.com, chris.mumm@enron.com, + kourtney.nelson@enron.com, tracy.ngo@enron.com, jeffrey.oh@enron.com, + jonalan.page@enron.com, david.parquet@enron.com, + todd.perry@enron.com, phil.polsky@enron.com, darin.presto@enron.com, + paul.radous@enron.com, susan.rance@enron.com, + lester.rawson@enron.com, jeff.richter@enron.com, + stewart.rosman@enron.com, edward.sacks@enron.com, + holden.salisbury@enron.com, julie.sarnowski@enron.com, + gordon.savage@enron.com, diana.scholtes@enron.com, + cara.semperger@enron.com, jeff.shields@enron.com, + g..slaughter@enron.com, sarabeth.smith@enron.com, + larry.soderquist@enron.com, glenn.surowiec@enron.com, + steve.swain@enron.com, mike.swerzbin@enron.com, kate.symes@enron.com, + jake.thomas@enron.com, stephen.thome@enron.com, + stephen.thome@enron.com, virginia.thompson@enron.com, + john.van@enron.com, houston <.ward@enron.com>, laura.wente@enron.com, + bill.williams@enron.com, bill.williams@enron.com, + credit <.williams@enron.com>, john.zufferli@enron.com +Subject: Weekly New Gen Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bruce, James +X-To: Allen, Phillip K. , Alonso, Tom , Alport, Kysa , Badeer, Robert , Belden, Tim , Brown, Kortney , Bruce, James , Bryson, Jesse , Buerkle, Jim , Cadena, Angela , Calger, Christopher F. , Chang, Fran , Chen, Andy , Choi, Paul , Clark, Ed , Comnes, Alan , Conwell, Wendy , Dalia, Minal , Davidson, Debra , Donovan, Terry W. , Driscoll, Michael M. , Dunton, Heather , Dyer, Laird , Eriksson, Fredrik , Etringer, Michael , Fillinger, Mark , Foster, Chris H. , Frost, David , Fuller, Dave , Gilbert, Jim , Gomez, Julie A. , Gray, Stan , Grigsby, Mike , Guillaume, David , Guzman, Mark , Hammond, Don , Holst, Keith , Kaufman, Paul , Lackey, Chris , Law, Samantha , Mainzer, Elliot , Malowney, John , Mays, Wayne , Mcdonald, Michael , Mckay, Jonathan , Miller, Stephanie , Motley, Matt , Mullen, Mark , Mumm, Chris , Nelson, Kourtney , Ngo, Tracy , Oh, Jeffrey , Page, Jonalan , Parquet, David , Perry, Todd , Polsky, Phil , Presto, Darin , Radous, Paul , Rance, Susan , Rawson, Lester , Richter, Jeff , Rosman, Stewart , Sacks, Edward , Salisbury, Holden , Sarnowski, Julie , Savage, Gordon , Scholtes, Diana , Semperger, Cara , Shields, Jeff , Slaughter, Jeff G. , Smith, Sarabeth , Soderquist, Larry , Surowiec, Glenn , Swain, Steve , Swerzbin, Mike , Symes, Kate , Thomas, Jake , Thome, Stephen , Thome, Stephen , Thompson, Virginia , Van Gelder, John , Ward, Kim S (Houston) , Wente, Laura , Williams III, Bill , Williams, Bill , Williams, Jason R (Credit) , Zufferli, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Hello, + +The first edition of the weekly new generation report is available at: + +O:_Dropbox/West New Gen/Weekly/1_10_19_01. + +This is the first edition of a new report that is designed to provide Enron employees with the latest media reports and market analysis on issues affecting new power plant construction in the WSCC. If you have any questions or comments about this new report, don't hesitate to bring them to my attention. Thanks and enjoy, + +James Bruce +Enron North America (503) 464-8122 +West Power Desk (503) 860-8612 (c) +121 SW Salmon, 3WTC0306 (503) 464-3740 (fax) +Portland, OR 97204 James.Bruce@Enron.com +" +"allen-p/deleted_items/148.","Message-ID: <28586727.1075858634033.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 13:47:55 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: ENE Downgraded by Prudential Securities +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - ENE Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Enron Corp (ENE) Date Brokerage Firm Action Details 10/22/2001 Prude= +ntial Securities Downgraded to Hold from Buy 10/19/2001 A.G. Edwards = + Downgraded to Hold from Buy 10/16/2001 Merrill Lynch Upgraded to Nt = +Accum from Nt Neutral 10/09/2001 Merrill Lynch Upgraded to Nt Neutral/= +Lt Buy from Nt Neutral/Lt Accum 10/04/2001 A.G. Edwards Downgraded to = +Buy from Strong Buy 09/26/2001 A.G. Edwards Upgraded to Buy from Accu= +mulate 09/10/2001 BERNSTEIN Upgraded to Outperform from Mkt Perform = + 08/15/2001 Merrill Lynch Downgraded to Nt Neut/Lt Accum from Nt Buy/Lt = +Buy 06/22/2001 A.G. Edwards Upgraded to Accumulate from Maintain Posit= +ion 12/15/2000 Bear Stearns Coverage Initiated at Attractive 07/19/= +2000 Paine Webber Upgraded to Buy from Attractive 04/13/2000 First Un= +ion Capital Upgraded to Strong Buy from Buy 04/13/2000 Salomon Smith B= +arney Coverage Initiated at Buy 04/05/2000 Dain Rauscher Wessels Upgr= +aded to Strong Buy from Buy 04/05/2000 First Union Capital Coverage In= +itiated at Buy Briefing.com is the leading Internet provider of live = +market analysis for U.S. Stock, U.S. Bond and world FX market participants.= + ? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact= + us | webmaster | site map privacy policy | terms of service =09 +" +"allen-p/deleted_items/149.","Message-ID: <24774828.1075858634074.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 07:44:39 -0700 (PDT) +From: jeff.richter@enron.com +To: k..allen@enron.com +Subject: Check this out - +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Richter, Jeff +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +Which one should I do, the 8x12 is half the price. + +Jeff + +-----Original Message----- +From: Mel Nelson [mailto:nelsonm@whitehallsd.k12.wi.us] +Sent: Tuesday, October 23, 2001 7:06 AM +To: Richter, Jeff +Subject: + + +October 17, 2001 + +Jeff: + +I talked to your dad and he has mentioned that you might be interested in +having our class build a shed for you. We pretty much make whatever you +would like to the specifications that you prefer. All of our buildings are +durable and solidly constructed. We build them in our shop and the ownner +is rersponsible for their delivery. There is no labor cost so you are only +charged for the materials. + +Our most popular size and style is the 8' x 12' barn . This is the most +economical building that we construct and it is an easier one to haul to a +given site. This building has an exterior of T-111 siding which is cedar +style grooved exterior plywood which can be stained and sealed. We have +usually build them with a 3'-10 1/2"" wide door opening. I would think that +would be wide enough for a four wheeler, but you would have to have your +dad measure your vehicle to make sure.. We have probably built and sold +over 30 of these in the past ten years. The price on this shed usually +varies between $800 and $900. + + + +Your dad also indicated an interest in a 10 x 12 gable style shed which is +a bit bigger and ofcourse more expensive. It has vinyl siding and aluminum +soffit/overhang, I am attaching a picture of one we made for Joe +Pronschinske. This project is a bit harder to transport as it is oversize +and legally you are to obtain an oversize laod permit to haul it. Your +dad indicated that Joe would possibly haul it though. +The picture I am attaching shows a common 3' entry door. We are presently +building a structure for Nolan Goplin that has a overhead 6' wide roll up +door. The price on a 10' x 12' shed with a 6' wide roll-up door would be +roughly $1500. + + +We will build either style and can modify the plans to meet your +needs. With the time we have left in the semester the 8 x 12 would be the +easiest for us to build, but if you let me know right away, by Monday +October 22, that you would like a 10 x12 size we would still be able to +finish that one on time. + +If you have any questions just e-mail me or call: + Whitehall School Disctrict 715-538-4364 + My Home number 715-985-3063. + +Have a good one and take with you later. + +Sincerely, + +Mel Nelson" +"allen-p/deleted_items/15.","Message-ID: <11718365.1075855374891.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 21:25:17 -0800 (PST) +From: gift@amazon.com +To: pallen@enron.com +Subject: Save Big at Our Clearance Event +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +[IMAGE] + + + [IMAGE] [IMAGE]Explore more savings ..... [IMAGE] [IMAGE] [IMAGE]Learn more ..... + + + Search Amazon.com for: + + + We hope you enjoyed receiving this message. However, if you'd rather not receive future e-mails of this sort from Amazon.com, please visit the Help page Updating Subscriptions and Communication Preferences and click the Customer Communication Preferences link. Please note that this e-mail was sent to the following address: pallen@enron.com + + +[IMAGE]" +"allen-p/deleted_items/150.","Message-ID: <13603195.1075858634098.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 09:24:52 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Dresdner Kleinwort Wasserstein Initiates Coverage of GLW +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - GLW Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Corning Incorporated (GLW) Date Brokerage Firm Action Details 10/23/2= +001 Dresdner Kleinwort Wasserstein Coverage Initiated at Hold 10/04/20= +01 J.P. Morgan Downgraded to Mkt Perform from Lt Buy 09/11/2001 Salo= +mon Smith Barney Downgraded to Neutral from Outperform 08/30/2001 SOU= +NDVIEW TECHNOLOGY Downgraded to Hold from Buy 08/30/2001 S G Cowen C= +overage Initiated at Neutral 07/26/2001 Banc of America Downgraded to = +Mkt Perform from Strong Buy 07/13/2001 CSFB Coverage Initiated at Hol= +d 06/15/2001 Wachovia Securities Downgraded to Neutral from Buy 06= +/15/2001 Josephthal and Co. Downgraded to Hold from Buy 06/15/2001 A= +BN AMRO Downgraded to Hold from Add 06/14/2001 Merrill Lynch Downgra= +ded to Nt Neutral from Nt Accum 06/12/2001 Credit Lyonnais Coverage I= +nitiated at Hold 06/07/2001 Deutsche Bank Downgraded to Mkt Perform f= +rom Buy 04/30/2001 Epoch Partners Downgraded to Action Call Neg from = +New 04/27/2001 Warburg Dillon Reed Downgraded to Hold from Buy 04/= +27/2001 J.P. Morgan Downgraded to Lt Buy from Buy 04/27/2001 Soundvi= +ew Downgraded to Buy from Strong Buy 04/26/2001 Morgan Stanley, DW C= +overage Initiated at Neutral 04/24/2001 Epoch Partners Coverage Initia= +ted at New 04/09/2001 Frost Securities Downgraded to Mkt Perform from= + Strong Buy 04/05/2001 Robertson Stephens Coverage Initiated at Lt Att= +ractive 03/20/2001 A.G. Edwards Downgraded to Maintain Position from = +Accumulate 02/16/2001 First Union Capital Downgraded to Mkt Perform f= +rom Buy 01/26/2001 Frost Securities Upgraded to Strong Buy from Buy = + 01/25/2001 Salomon Smith Barney Downgraded to Outperform from Buy 01= +/25/2001 First Union Capital Downgraded to Buy from Strong Buy 01/25/= +2001 Merrill Lynch Downgraded to Nt Accum from Nt Buy 01/25/2001 ABN= + AMRO Downgraded to Add from Buy 01/25/2001 Unterberg Towbin Downgra= +ded to Buy from Strong Buy 12/13/2000 Deutsche Bank Coverage Initiate= +d at Buy 11/17/2000 Wachovia Securities Coverage Initiated at Buy 1= +1/14/2000 ABN AMRO Coverage Initiated at Buy 10/20/2000 A.G. Edwards = + Coverage Initiated at Accumulate 10/12/2000 William Blair Coverage In= +itiated at Buy 10/11/2000 Frost Securities Coverage Initiated at Buy = + 09/21/2000 Salomon Smith Barney Coverage Initiated at Buy 08/08/2000= + Unterberg Towbin Coverage Initiated at Strong Buy 07/25/2000 Soundvi= +ew Upgraded to Strong Buy from Buy 07/21/2000 Thomas Weisel Coverage = +Initiated at Buy 06/20/2000 Soundview Downgraded to Buy from Strong B= +uy 06/13/2000 Sands Brothers Coverage Initiated at Buy 05/11/2000 = +DLJ Coverage Initiated at Buy 04/25/2000 Merrill Lynch Upgraded to Nt= + Buy from Nt Accum 03/28/2000 First Union Capital Coverage Initiated a= +t Strong Buy Briefing.com is the leading Internet provider of live ma= +rket analysis for U.S. Stock, U.S. Bond and world FX market participants. = + ? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact u= +s | webmaster | site map privacy policy | terms of service =09 +" +"allen-p/deleted_items/151.","Message-ID: <22567436.1075858634159.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 09:05:35 -0700 (PDT) +From: gifts@info.iwon.com +To: pallen@enron.com +Subject: Phillip, claim your Holiday gift today! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Gift Announcement@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +[IMAGE] +[IMAGE] + Phillip, thanks for being a valued iWon user! Click here to redeem your Lenox(r) Crystal Snowflake Ornaments. + [IMAGE] [IMAGE] +[IMAGE] + + + [IMAGE] + + + [IMAGE] + + + [IMAGE] + + +Shipping and handling charges apply. Forgot your member name? It is: PALLEN70 Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. +" +"allen-p/deleted_items/152.","Message-ID: <25158172.1075858634181.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 12:21:40 -0700 (PDT) +From: keith.holst@enron.com +To: k..allen@enron.com +Subject: FW: must see +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Holst, Keith +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Marquez, Jose +Sent: Tuesday, October 23, 2001 2:14 PM +To: Holst, Keith +Subject: FW: must see + + + + -----Original Message----- +From: Roberts, Mike A. +Sent: Tuesday, October 23, 2001 2:10 PM +To: Hamilton, Tony; Marquez, Jose; Stevens, Adam; Bennett, Stephen W. +Subject: FW: must see + + + + -----Original Message----- +From: Davenport, Kaye +Sent: Tuesday, October 23, 2001 8:52 AM +To: Dorothy Barnes (E-mail); Evelyn Hickey (E-mail); John/Jen Davenport (E-mail); Katchy Bennett Myer (E-mail); Judy Smith (E-mail); Kathy White (E-mail); Kay Polk (E-mail); Larry Graham (E-mail); Linda Jenkins (E-mail); Lisa Micheaux (E-mail); Malcolm Jacobson - Magnolia (E-mail); Sherry Kelley (E-mail); Roberts, Mike A. +Subject: FW: must see + +Too good! + + -----Original Message----- +From: Poulson, Marc +Sent: Tuesday, October 23, 2001 8:43 AM +To: Cooper, Ford; Murillo, Heriberto; Phelan, Joseph; Davenport, Kaye; Wren, Kimberly; Llamas-Granado, Anita; Finger , Michael; Adler, Jon; Alkhayat, Alhamd +Subject: must see + +http://www.madblast.com/oska/humor_bin.swf + +Marc Poulson +Enron Xcelerator +1400 Smith St. 0518e +Houston, TX 77002 +713.345.7875 +Fax: 713.646.4735" +"allen-p/deleted_items/153.","Message-ID: <14009873.1075858634205.JavaMail.evans@thyme> +Date: Mon, 13 Aug 2001 08:47:16 -0700 (PDT) +From: msimpkins@winstead.com +To: pallen@enron.com, pallen70@hotmail.com +Subject: Revised Utility Construction Escrow Agreement - Lakeline Apts. +Cc: michaelb@amhms.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michaelb@amhms.com +X-From: ""Simpkins, Michelle"" @ENRON +X-To: 'pallen@enron.com', 'pallen70@hotmail.com' +X-cc: 'michaelb@amhms.com' +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + <<3M@X05!.DOC>> +Phillip, + +Enclosed is a draft of the revised Escrow Agreement based on the Lender's +comments. I am coordinating with the Lender regarding the reimbursement +provisions in the event Agape fails to receive reimbursement from Ryland. +We may do a separate agreement between you, AMHP and McCall in the event +Agape fails to receive reimbursement. Please contact me at (512) 370-2836 +or Michael Bobinchuck with any questions or concerns. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + - 3M@X05!.DOC " +"allen-p/deleted_items/154.","Message-ID: <12490741.1075858634228.JavaMail.evans@thyme> +Date: Mon, 6 Aug 2001 12:10:02 -0700 (PDT) +From: msimpkins@winstead.com +To: pallen@enron.com, pallen70@hotmail.com +Subject: Utility Construction Escrow Agreement (Allen/AMHP) +Cc: michaelb@amhms.com, adelag@amhms.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michaelb@amhms.com, adelag@amhms.com +X-From: ""Simpkins, Michelle"" @ENRON +X-To: 'pallen@enron.com', 'pallen70@hotmail.com' +X-cc: 'michaelb@amhms.com', 'adelag@amhms.com' +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + <> + +Phillip, + +Enclosed is the Utility Construction Escrow Agreement for your execution in +connection with the closing on the property located in Leander, Texas. +Please review the enclosed document and contact me at (512) 370-2836 or Mike +Bobinchuck with any questions or concerns. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + + + - Utility Construction Escrow AM (AMHPLeander).DOC " +"allen-p/deleted_items/155.","Message-ID: <15357492.1075858634251.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 07:01:11 -0700 (PDT) +From: msimpkins@winstead.com +To: pallen@enron.com, pallen70@hotmail.com +Subject: Special Warranty Deed/First Amendment to Contract - Lakeline Apts . +Cc: michaelb@amhms.com, adelag@amhms.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michaelb@amhms.com, adelag@amhms.com +X-From: ""Simpkins, Michelle"" @ENRON +X-To: 'pallen@enron.com', 'pallen70@hotmail.com' +X-cc: 'michaelb@amhms.com', 'adelag@amhms.com' +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I spoke to Wendy this morning who mentioned that you would be signing both +the Special Warranty Deed and the First Amendment and FedExing both +documents to me. Enclosed please find the Deed and the First Amendment. +Please compare the enclosed Deed with the version of the Deed in your +possession. I don't think anything has changed, but I want to make sure +that the version of the Deed you sign is the latest version. Also enclosed +is the First Amendment. The only change to this document from the version I +e-mailed to you a few days ago is the insertion of ""June 29, 2001"" as the +date the Title Company acknowledged receipt of AMHP's $25,000 Extension Fee. + +Please sign both documents and FedEx them to me at the address described +below. If you have any questions or concerns, please contact me at (512) +370-2836 or Mike Bobinchuck at (512) 703-5000. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + + + + + + - Special Warranty Deed (AllenAgape).DOC + - First Amendment to Contract (AMHPLeander).DOC " +"allen-p/deleted_items/156.","Message-ID: <12689825.1075858634282.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 11:43:21 -0700 (PDT) +From: msimpkins@winstead.com +To: k..allen@enron.com +Subject: RE: Special Warranty Deed/First Amendment to Contract - Lakeline + Apts . +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Simpkins, Michelle"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Thanks, Phillip. I should have the Reimbursement Agreement to you shortly. + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Tuesday, August 14, 2001 1:02 PM +To: MSimpkins@winstead.com +Cc: 3 +Subject: RE: Special Warranty Deed/First Amendment to Contract - +Lakeline Apts . + + + +Michelle, + +I have executed the Warranty Deed, First Amendment, and the Escrow +Agreement. I am waiting for the agreement that replaces paragraph 7D in +the original Escrow Agreement. Once you email me that document, I will +execute it and overnight all 4 documents to you. + +Phillip + -----Original Message----- + From: ""Simpkins, Michelle"" @ENRON + +[mailto:IMCEANOTES-+22Simpkins+2C+20Michelle+22+20+3CMSimpkins+40winstead+2E +com+3E+40ENRON@ENRON.com] + + + Sent: Tuesday, August 14, 2001 7:01 AM + To: 'pallen@enron.com'; 'pallen70@hotmail.com' + Cc: 'michaelb@amhms.com'; 'adelag@amhms.com' + Subject: Special Warranty Deed/First Amendment to Contract - Lakeline + Apts . + + Phillip, + + I spoke to Wendy this morning who mentioned that you would be signing + both + the Special Warranty Deed and the First Amendment and FedExing both + documents to me. Enclosed please find the Deed and the First + Amendment. + Please compare the enclosed Deed with the version of the Deed in your + possession. I don't think anything has changed, but I want to make + sure + that the version of the Deed you sign is the latest version. Also + enclosed + is the First Amendment. The only change to this document from the + version I + e-mailed to you a few days ago is the insertion of ""June 29, 2001"" as + the + date the Title Company acknowledged receipt of AMHP's $25,000 + Extension Fee. + + Please sign both documents and FedEx them to me at the address + described + below. If you have any questions or concerns, please contact me at + (512) + 370-2836 or Mike Bobinchuck at (512) 703-5000. Thanks. + + Michelle L. Simpkins + Winstead Sechrest & Minick P.C. + 100 Congress Avenue, Suite 800 + Austin, Texas 78701 + (512) 370-2836 + (512) 370-2850 Fax + msimpkins@winstead.com + + + + + + + + - Special Warranty Deed (AllenAgape).DOC << File: Special Warranty + Deed (AllenAgape).DOC >> + - First Amendment to Contract (AMHPLeander).DOC << File: First + Amendment to Contract (AMHPLeander).DOC >> + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"allen-p/deleted_items/157.","Message-ID: <5926435.1075858634304.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 12:49:10 -0700 (PDT) +From: msimpkins@winstead.com +To: pallen@enron.com, pallen70@hotmail.com +Subject: Reimbursement Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Simpkins, Michelle"" @ENRON +X-To: 'pallen@enron.com', 'pallen70@hotmail.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + <<3_6X01!.DOC>> +Phillip, + +Enclosed is the draft Reimbursement Agreement. I have not received comments +back from my client, so the Agreement is subject to revision. Please review +the Agreement and contact me at (512) 370-2836 or Mike Bobinchuck at (512) +703-5000 with any questions or concerns. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + - 3_6X01!.DOC " +"allen-p/deleted_items/158.","Message-ID: <16045218.1075858634330.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 11:39:06 -0700 (PDT) +From: m..tholt@enron.com +To: mike.grigsby@enron.com, k..allen@enron.com, l..gay@enron.com, + patti.sullivan@enron.com, shannon.groenewold@enron.com, + matt.smith@enron.com, keith.holst@enron.com, daniel.lisk@enron.com, + p..south@enron.com, frank.ermis@enron.com, matthew.lenhart@enron.com, + tori.kuykendall@enron.com, stephanie.miller@enron.com, + barry.tycholiz@enron.com, kim.ward@enron.com, + jeff.dasovich@enron.com, w..cantrell@enron.com, + leslie.lawner@enron.com, jay.reitmeyer@enron.com +Subject: Socal Window Meeting +Cc: m..tholt@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: m..tholt@enron.com +X-From: Tholt, Jane M. +X-To: Grigsby, Mike , Allen, Phillip K. , Gay, Randall L. , Sullivan, Patti , Groenewold, Shannon , Smith, Matt , Holst, Keith , Lisk, Daniel , South, Steven P. , Ermis, Frank , Lenhart, Matthew , Kuykendall, Tori , Miller, Stephanie , Tycholiz, Barry , Ward, Kim , Dasovich, Jeff , Cantrell, Rebecca W. , Lawner, Leslie , Reitmeyer, Jay +X-cc: Tholt, Jane M. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Attached is a summary of my notes at the Socal meeting regarding revised window procedures. No hand-outs were provided. + +Calculation of Receipt Point Capacity +Topock 540 mmcf/d +Ehrenberg 1250 mmcf/d +Needles 800 mmcf/d +Wheeler 800 mmcf/d + +New Receipt Points +Kramer Junction 200 mmcf/d +Hector Rd 50 mmcf/d +Both will be available around Feb 1 + +Basis of Pro-Ration-Current Windows Calculation +Currently, Gas Control provides total receipt point capacity comprised of demand forecast and injection capability and compares to maximum amount of gas that can enter system. Gas Select prorates interstate's receipt capacity based on prior day's nominations. + +New Calculation, Changes and Display +Based on operational maximum with adjustments for maintenance. SoCal ist aking and applying the current formula for Wheeler Ridge to all the points. Any changes to operational maximum will probably be due to maintenance and posted on Gas Select. Customer will choose which points it wants to reduce receipts. Operating maximums will equal demand forecast plus injections. Demand forecast will rely on Gas Control weather forecast. They use Weather Bank as one of their tools. + +OFO Declaration +Name changes from overnomination +Can declare before any Cycle +Provide 2 hour notice +Post on Gas Select +Show OFO Calculation on Gas Select + +Windows +Reason to set windows was to set limits to prevent too much gas from coming into system +Calculation based on noms which does not work well. Lots of complaints. People were complaining that it restricted access to the system. Eliminating point specific calculation. Open system to Max Oper. Limits or Contractual Limits. Will continue to operate Wheeler Ridge under Aug 1 procedures. No changes to Wheeler Ridge. +Due to the need to maintain operational control, an OFO will be declared when scheduled volumes are greater than the max operating capacity on any cycle. +Replace windows with operational maximum volumes. If CPUC approves comprehensive settlement, will post 5 days of information to anticipate OFO's +Now customers will elect which point they will back off instead of using windows. + +Scheduling Changes-Nov 1 +Gas Select is being rebuilt and will be an internet system in mid-2002 . No direct dial-up. +Rollover noms-noms will be copied from cycle to cycle +Copy confirmed noms +All noms will be rolled over-will not be at discretion of 3rd party. However, can still make changes. Can still upload new files. + +2 Hour Notice +Socal will provide 2 hour notice on Gas Select of OFO. Other methods include leaving message on Socal Hotline (213-244-3900) and list of e-mail messages that can go directly to pagers. Gas Select is official notification. Courtesy notification is hot line and e mail. Gas Select is a subscriber- based system mandated by CPUC and must get regulatory change to make free. +OFO's are going to be system wide and not customer specific. OFO's can be declared intraday. Once OFO declared, it will be kept for entire day. Concerned that if call off, will have to put back on. Don't want to go back and forth. This decision may be reconsidered once they see how it works. Many times Socal see an increase of 200 mmcf/day between Cycle 3 and 4 so they are concerned. + +Scheduled vs. Capacity-Declare OFO +Nominations may not exceed 110% of expected usage. +Expected Usage is defined as usage for the same day for the prior week. Can revise expected usage. +No interruptible storage injections allowed during OFO. +Use Elapsed Pro-Rata Rules +Expected Usage-cut nominations to 110% of expected usage so will use same day of the prior week as proxy. Generators need to revise expected usage. Acceptance of changes are at the discretion of SoCal. +Flow Day Diversions don't go into effect until after Cycle 4. Gas Control will determine if flow day diversion will be allowed. +If call OFO after cycle 3 or 4 and have interruptible storage injections, such storage will be prorationed back under the elapsed prorata rules. +Many people were concerned that interruptible storage will be severely compromised. +If OFO called , Interruptible Storage could be cut under the elapsed prorata rules as follows: + +Cycle 1 Nom 1000 ; 0 cut +Cycle 2 Nom 1000; 666 cut +Cylce 3 Nom 1000; 500 cut +Windows will only be implemented during cycle 4 if OFO callled after cycle 3 and no improvement is realized. Will allocate prorata. Will use latest scheduled volume and will pro rate by receipt point. In other words, if OFO declared during Cycle 1 and no relief after 3 cycles, Socal will window Cycle 4 and prorata cut. Parties will determine what gets cut on all the other cycles. For penalty purposes, actual burn from 12 o'clock to 12 o'clock will be used to calculate penalties or MAXDQ if not metered. +For OFO, assume supply delivereis day before and burn is the same day for the prior week. Declare OFO on prior day's scheduled volume. + +For an evening declaration-will use most recent available scheduled volumes. For example: + + Flow Day 10/4 10/3 Scheduled Volumes +Cycle 1 Cycle 2 +Cycle 2 Intraday 1 +Cycle 3 evening cyle 2 on 10/4 +Cycle 4 Intraday 1 on 10/4 + +In other words, will look at evening cycle 2 scheduled volumes on the 3rd for declaring OFO on cycle 1 for the 4th.; look at intra day 1 for the 3rd in declaring OFO for cycle 2 on the 4th; look at evening cycle 2 on 10/4 in declaraing OFO for Cycle 3 on the 4th; look at intraday 1 on the 4th in declaraing OFO on cycle 4 for the 4th. + +Winter Balancing Rules +Effective Nov 1-March 31 +No changes. +All customers must comply. +Minimum delivery requirements +50% of daily usage over 5 day period; (Nov 1-5;6-10;) +70% of daily usage depending on storage level +70% daily usage implemented when storage levels equal 20 bcf above peak day min +90% of daily usage depending on storage level +90% rule implemented when storage levels equal 5 bcf plus peak day min. +Look at storage graph on Gas Select. Posted 24 hours in advance if the minimum daily is changed. If go to 70% , current 5 day cycle must end completely, before new % goes into effect. +Must increase storage inventory by 1 bcf above the 70% before going back to 50% rule. +Once 90% rule implemented, will return to 70% as soon as operationally feasible, + +Contracted Marketer's customer usage and delivereies are aggregated in one balancing account. + +Core Aggregation-subject to 50% daily throughout entire winter period based on DCQ. +Core-50% of daily throughput for the enitre period,; (Patrick Brown group) +Not subject to 70% and 90% rules. + +2 types of gas count toward daily obligation- firm storage withdrawal and flowing gas. As-available storage and imbalance trading do not count. + +Burn=measured daily usage thru electronic measurement, +Min DQ-used if customer does not have electronic measurement. + +Customer assessed GIMB charge if total deliveries is less than 50% of total burn over 5 day period. Customer purchases gas at daily balancing stand-by rate under G IMB Rate Schedule which is 150% of highest Socal Border price per NGI Gas Daily plus franchise fees and other charges. Rate is posted at end of every month. + + +OFO can be declared during undernom season (winter season) + + + + + + + + + + + +" +"allen-p/deleted_items/159.","Message-ID: <28563499.1075858634353.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 13:05:57 -0700 (PDT) +From: randy.bhatia@enron.com +To: k..allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bhatia, Randy +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +phillip. + +looking into it now, i'll move them. + +-rb + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, October 23, 2001 3:00 PM +To: Bhatia, Randy +Subject: + +Randy, + +Why is there a PG&E Citygate position in Mgmt-West? Were these positions created in the last week or so? Can you print a forwards detail and move these deals into FT-PGE? Do not just transfer at mid market. Please move the deals. + +Phillip" +"allen-p/deleted_items/16.","Message-ID: <19612894.1075855374920.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 19:41:23 -0800 (PST) +From: unsubscribe-i@networkpromotion.com +To: pallen@enron.com +Subject: Receiver Notification of PenCam Trio +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Authorized Personnel @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +Free Pencam, valued at $100.00! +[IMAGE] +P E N C A M C O N F I R M A T I O + + + NAME: PHILLIP FIlE o: [IMAGE] EXPIRATION DATE: 01/14/02 [IMAGE] + + + + + [IMAGE] [IMAGE] The world's first pen size digital 3 in one: camera/camcorder/webcam - The PenCam Trio! It's unbelievable - and it's yours for free*! Imagine a camera that can take bright, crisp digital photos, shoot short videos, and connect to your computer so your friends can see you. Now imagine it is the size of a pen. Move over 007, the PenCam Trio is the new age of digital cameras. And the best thing, PHILLIP, is that you get it for FREE*! Click here ! You are entitled to receive for FREE* The PenCam Trio, valued at $100.00 just by becoming a Sprint long distance customer. With the Sprint 7? AnyTimeSM Online plan, you will get 7? per minute state-to-state calling, with no monthly fee**. Simply remain a customer for 90 days, complete the redemption certificate you will receive by mail, and we will send you your PenCam Trio absolutely FREE*. Click here now! [IMAGE] [IMAGE] + [IMAGE] [IMAGE] P.S. DON'T FORGET: The PenCam Trio is FREE*, please REPLY NOW! + + + +[IMAGE] + *Requires change of state-to-state long distance carrier to Sprint, remaining a customer for 90 days and completion of redemption certificate sent by mail. **When you select all online options such as online ordering, online bill payment, online customer service and staying a Sprint customer, you will reduce your recurring charge and SAVE $5.95 every month. Promotion excludes current Sprint customers. +" +"allen-p/deleted_items/160.","Message-ID: <3478746.1075858634375.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 13:57:30 -0700 (PDT) +From: e-mail.center@wsj.com +To: tech_alert@listserv.dowjones.com +Subject: TECH ALERT: Amazon Loss Narrows, Compaq Swings to Loss +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: TECH_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +__________________________________ +TECHNOLOGY ALERT +from The Wall Street Journal + + +Oct. 23, 2001 + +Amazon.com reported a narrower third-quarter loss that matched analyst +expectations, amid weak growth in revenue. The online retailer stuck with +its profitability target. + +http://interactive.wsj.com/articles/SB1003846717456773240.htm + +Compaq swung to a wider-than-expected loss in the third quarter on a 33% +drop in revenue amid shipment problems and slack demand for computers. + +http://interactive.wsj.com/articles/SB1003850514482125080.htm + +For more on the proposed Compaq-H-P merger, see + +http://interactive.wsj.com/pages/hpcompaq.htm + + +__________________________________ +ADVERTISEMENT + +Visit CareerJournal.com, The Wall Street +Journal's executive career site. Read 2,000+ +articles on job hunting and career management, +plus search 30,000+ high-level jobs. For today's +features and job listings, click to: + +http://careerjournal.com + +_________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/161.","Message-ID: <15471646.1075858634399.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 14:00:47 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Reminder: EOG Q3 Earnings Announcement on October 24, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - EOG Earnings Detail +Earnings.com =09[IMAGE] =09 +=09 EOG Resources Inc(EOG) [IMAGE] View Today's Earnings Anno= +uncements Earnings Date Upcoming Announcement October 24, 2001 BEFO= +RE MARKET Add This Event To My Calendar Upcoming Conference Call Octo= +ber 24, 2001 10:00AM [IMAGE] Add This Event To My Calendar Last Conferenc= +e Call April 23, 2001 10:30AM Click To Listen Last Earnings Headline = + July 30, 2001 7:19 PM - EOG Resources Reports Second Quarter 2001 Result= +s=1D- 6.1 percent increase in North American production - Net income availa= +ble to common of $133.4 million or $1.13 per share - Continuing current sha= +re repurchase program - PR NEWSWIRE Note: All times are Eastern Standard = +Time (EST) Consensus EPS Estimate This Qtr Jun 2001 Next Qtr Sep 2001 T= +his Fiscal Year Dec 2001 Next Fiscal Year Dec 2002 Avg Estimatem (mean) $0.= +93 $0.81 $4.19 $2.82 # of Estimates 20 19 24 21 Low Estimate $0.62 $0.52 $3= +.05 $1.41 High Estimate $1.09 $1.28 $5.70 $5.50 Year Ago EPS $0.63 $0.95 $3= +.24 $4.19 EPS Growth 47.22% -15.07% 29.39% -32.78% Quarterly Earnings Ma= +r 2001 Dec 2000 Sep 2000 Jun 2000 Mar 2000 Estimate EPS $1.60 $1.13 $0.74 $= +0.54 $0.23 Actual EPS $1.79 $1.33 $0.95 $0.63 $0.33 Difference $0.19 $0.20 = +$0.21 $0.09 $0.10 % Surprise 11.87% 17.70% 28.38% 16.67% 43.48% Earnings= + Growth Last 5 Years This Fiscal Year Next Fiscal Year Ave Est Next 5 Years= + P/E (FY 2001) PEG Ratio EOG Industry Rank: 36 of 70 29.30% 29.39% -32.78% = +18.12% 8.78 0.48 INDUSTRY OIL-US EXP&PRO 32.20% 22.10% -9.60% 18.90% 12.42= + 0.45 SECTOR OILS/ENERGY 6.40% 145.39% 24.03% 19.10% 14.76 1.24 S&= +P 500 8.40% -4.20% 14.60% 17.00% 22.15 1.31 Long-term Growth Avg Est Hig= +h Est Low Est Estimates EOG 18.12% 30.00% 9.00% 5 Covering Analyst= +s: View History A.G. Edwards Banc of America Bear Stearns CIBC = +World Markets CSFB Chase H&Q Credit Lyonnais Dain Rauscher Wessels = + Deutsche Bank First Albany Freidman, Billings Gerard Klauer Mattiso= +n Howard, Wiel Jeffries and Company Johnson Rice Lehman Brothers = +Merrill Lynch Morgan Stanley, DW Pershing Raymond James Salomon Smi= +th Barney Sanders Morris Mundy Simmons & Co. Southcoast Capital Sti= +fel Nicolaus Warburg Dillon Reed Zacks All research data provided by = +Zacks Investment Research. Net EarningsEarnings data provided by Net Ea= +rnings Corporation , the leading provider of future financial information a= +nd calendars. =09 + +? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact us = + | webmaster | site map privacy policy | terms of service " +"allen-p/deleted_items/162.","Message-ID: <18662713.1075858634453.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 13:44:04 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Freidman, Billings Initiates Coverage of CPN +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - CPN Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Calpine Corporation (CPN) Date Brokerage Firm Action Details 10/23/20= +01 Freidman, Billings Coverage Initiated at Buy 10/02/2001 Credit Lyo= +nnais Upgraded to Add from Hold 09/28/2001 First Union Capital Covera= +ge Initiated at Strong Buy 09/05/2001 Legg Mason Coverage Initiated at= + Strong Buy 07/25/2001 Credit Lyonnais Downgraded to Hold from Buy = + 07/24/2001 Salomon Smith Barney Downgraded to Outperform from Buy 07= +/09/2001 Banc of America Upgraded to Strong Buy from Buy 06/01/2001 B= +ear Stearns Coverage Initiated at Neutral 03/13/2001 Lehman Brothers = +Coverage Initiated at Strong Buy 01/19/2001 ABN AMRO Upgraded to Buy f= +rom Add 01/19/2001 Banc of America Coverage Initiated at Buy 12/18/= +2000 Credit Lyonnais Coverage Initiated at Buy 11/09/2000 Deutsche Ba= +nk Coverage Initiated at Strong Buy 10/05/2000 Dresdner Kleinwort Bens= +on Coverage Initiated at Buy 09/29/2000 Banc of America Coverage Init= +iated at Buy 08/31/2000 J.P. Morgan Coverage Initiated at Mkt Perform = + 08/28/2000 Spencer Clarke Coverage Initiated at Buy 08/14/2000 Mer= +rill Lynch Coverage Initiated at Nt Buy/Lt Buy 05/29/2000 Morgan Stanl= +ey, DW Upgraded to Strong Buy from Neutral 05/26/2000 Morgan Stanley, = +DW Upgraded to Strong Buy from Neutral 05/22/2000 ABN AMRO Coverage I= +nitiated at Outperform 05/16/2000 CIBC World Markets Coverage Initiate= +d at Strong Buy 04/13/2000 Salomon Smith Barney Coverage Initiated at = +Buy Briefing.com is the leading Internet provider of live market anal= +ysis for U.S. Stock, U.S. Bond and world FX market participants. ? 1999-2= +001 Earnings.com, Inc., All rights reserved about us | contact us | web= +master | site map privacy policy | terms of service =09 +" +"allen-p/deleted_items/163.","Message-ID: <30947410.1075858634498.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 07:17:56 -0700 (PDT) +From: ryan.o'rourke@enron.com +To: k..allen@enron.com +Subject: Positions as of 10/23 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: O'Rourke, Ryan +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Attached is a file with a summary of your positions as of last night... with transport (check out the tabs). + +Let me know if anything looks to be incorrect. + + + +-Ryan" +"allen-p/deleted_items/164.","Message-ID: <5877295.1075858634521.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 07:13:40 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: JDSU Downgraded by J.P. Morgan +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here.=20 + +Earnings.com - JDSU Upgrade/Downgrade History +Earnings.com=09[IMAGE]=09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing JD= +S Uniphase Corporation (JDSU) Date Brokerage Firm Action Details 10/2= +4/2001 J.P. Morgan Downgraded to Mkt Perform from Buy 10/12/2001 SOU= +NDVIEW TECHNOLOGY Upgraded to Buy from Hold 09/25/2001 Merrill Lynch = +Upgraded to Nt Accum from Nt Neutral 09/24/2001 CIBC World Markets Upg= +raded to Buy from Hold 09/20/2001 CSFB Upgraded to Buy from Hold 09= +/11/2001 Salomon Smith Barney Downgraded to Neutral from Buy 07/27/20= +01 Banc of America Downgraded to Mkt Perform from Buy 07/27/2001 W.R= +. Hambrecht Downgraded to Buy from Strong Buy 06/22/2001 Soundview U= +pgraded to Strong Buy from Buy 06/15/2001 Wachovia Securities Downgrad= +ed to Neutral from Buy 06/15/2001 CSFB Downgraded to Hold from Buy = + 06/15/2001 S G Cowen Downgraded to Neutral from Buy 06/15/2001 ABN= + AMRO Downgraded to Hold from Add 06/12/2001 Credit Lyonnais Coverag= +e Initiated at Hold 05/31/2001 CIBC World Markets Downgraded to Hold = +from Strong Buy 05/30/2001 MORGAN STANLEY Downgraded to Neutral from = +Outperform 04/25/2001 Dain Rauscher Wessels Downgraded to Buy Aggressi= +ve from Strong Buy 04/24/2001 Raymond James Downgraded to Mkt Perform= + from Strong Buy 04/24/2001 McDonald Investments Coverage Initiated a= +t Hold 04/20/2001 W.R. Hambrecht Upgraded to Strong Buy from Buy 04= +/20/2001 Salomon Smith Barney Upgraded to Buy from Outperform 04/20/20= +01 Robertson Stephens Upgraded to Buy from Lt Attractive 03/30/2001 J= +effries and Company Coverage Initiated at Hold 03/28/2001 Merrill Lync= +h Downgraded to Nt Neutral from Nt Accum 03/22/2001 Robertson Stephen= +s Downgraded to Lt Attractive from Buy 03/07/2001 ABN AMRO Downgrade= +d to Add from Buy 03/07/2001 Thomas Weisel Downgraded to Buy from St= +rong Buy 02/20/2001 Us Bancorp PJ Downgraded to Neutral from Strong B= +uy 02/16/2001 First Union Capital Downgraded to Mkt Perform from Stro= +ng Buy 02/14/2001 S G Cowen Downgraded to Buy from Strong Buy 02/1= +4/2001 Adams Harkness Downgraded to Mkt Perform from Buy 01/26/2001 = +Adams Harkness Downgraded to Buy from Strong Buy 01/26/2001 Unterberg= + Towbin Downgraded to Buy from Strong Buy 01/25/2001 Salomon Smith Ba= +rney Downgraded to Outperform from Buy 01/22/2001 Soundview Downgrad= +ed to Buy from Strong Buy 12/27/2000 Deutsche Bank Downgraded to Buy = + from Strong Buy 12/22/2000 Wachovia Securities Downgraded to Buy fro= +m Strong Buy 10/25/2000 Lehman Brothers Downgraded to Outperform from= + Buy 10/12/2000 William Blair Coverage Initiated at Buy 10/11/2000 = + S G Cowen Coverage Initiated at Strong Buy 09/26/2000 Lehman Brothers= + Coverage Initiated at Outperform 09/21/2000 Salomon Smith Barney Cov= +erage Initiated at Buy 07/27/2000 Sands Brothers Downgraded to Neutral= + from Buy 07/20/2000 Goldman Sachs Coverage Initiated at Recommended = +List 06/13/2000 Raymond James Coverage Initiated at Strong Buy 06/1= +3/2000 Sands Brothers Coverage Initiated at Buy 06/02/2000 ABN AMRO = +Coverage Initiated at Buy 05/25/2000 Deutsche Bank Coverage Initiated = +at Strong Buy 05/11/2000 DLJ Coverage Initiated at Buy 03/28/2000 = +First Union Capital Coverage Initiated at Strong Buy 03/22/2000 W.R. H= +ambrecht Coverage Initiated at Buy Briefing.comis the leading Interne= +t provider of live market analysis for U.S. Stock, U.S. Bond and world FX m= +arket participants. ? 1999-2001 Earnings.com, Inc., All rights reserved = +about us| contact us| webmaster| site map privacy policy| terms of service= + =09 +" +"allen-p/deleted_items/165.","Message-ID: <29018441.1075858634588.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 06:49:10 -0700 (PDT) +From: e-mail.center@wsj.com +To: business_alert@listserv.dowjones.com +Subject: BUSINESS ALERT: AMR Posts Big Loss +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: BUSINESS_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +__________________________________ +BUSINESS ALERT +from The Wall Street Journal + + +October 24, 2001 + +AMR Corp. reported a third-quarter loss of $414 million, its largest +quarterly shortfall ever, blaming the ""disastrous financial effects"" of the +terrorist attacks and the continuing weakness of the economy. + +Meanwhile, Sears, Roebuck and Co. said it will cut about 4,900 jobs in a +broad restructuring plan, as the retailer reported a 5.8% profit drop. + +Eastman Kodak Co. announced plans to cut 4,000 jobs while reporting a 77% +decline in net and warning that fourth-quarter results may miss analysts' +estimates. + +FOR MORE INFORMATION AND CONTINUOUS UPDATES, see: +http://interactive.wsj.com/pages/front.htm + + +__________________________________ +ADVERTISEMENT + +Visit CareerJournal.com, The Wall Street Journal's executive career site. +Read 2,000+ articles on job hunting and career management, plus search +30,000+ high-level jobs. For today's features and job listings, click to: + +http://careerjournal.com + +__________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: + + +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Business News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved. +" +"allen-p/deleted_items/166.","Message-ID: <32825264.1075858634611.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 05:45:50 -0700 (PDT) +From: noreply@ccomad3.uu.commissioner.com +To: pallen@enron.com +Subject: CBS SportsLine's Fantasy Basketball 2001 is now live! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""CBS SportsLine.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Just a note to let you know that CBS SportLine.com's Fantasy +Basketball 2001 and Basketball Commissioner are both on-line. + +FANTASY BASKETBALL 2001 - Presented by Honda +http://www.sportsline.com/links/6/1/87/fantasybbNUM2102301.cgi +* The best game for those looking to join a league and + compete for great prizes. +* Stats and standings updated daily; reports available + via e-mail or wireless. +* Each team gets a private web site, including tons of + scouting reports and fantasy analysis. +* This year, $150 goes to the champion of every Fantasy + Basketball GOLD league. + +BASKETBALL COMMISSIONER - Presented by Honda +http://www.sportsline.com/links/6/1/87/fantasybb102301.cgi +* The best league management and stats service to run + an existing league, or start a private league on-line. +* You make all the rules for scoring, drafting, playoffs, + prizes and more. +* We calculate all the stats and standings for you. +* We give you all the tools you need, including tons of + statistics, scouting reports and analysis. +* Enjoy great perks with Commissioner GOLD + + +--------------------------------------------------------------------- +This message has been provided free of charge and free of obligation. +If you prefer not to receive emails of this nature please send an +email to remove@commissioner.com. Do not respond to this email +directly. + +This message was sent to: pallen@enron.com +---------------------------------------------------------------------" +"allen-p/deleted_items/167.","Message-ID: <25801832.1075858634648.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 05:22:33 -0700 (PDT) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, scott.neal@enron.com, s..shively@enron.com, + k..allen@enron.com, f..calger@enron.com, david.duran@enron.com, + brian.redmond@enron.com, john.thompson@enron.com, + rob.milnthorp@enron.com, wes.colwell@enron.com, sally.beck@enron.com, + david.oxley@enron.com, joseph.deffner@enron.com, + shanna.funkhouser@enron.com, eric.gonzales@enron.com, + j.kaminski@enron.com, larry.lawyer@enron.com, + chris.mahoney@enron.com, thomas.myers@enron.com, l..nowlan@enron.com, + beth.perlman@enron.com, a..price@enron.com, daniel.reck@enron.com, + cindy.skinner@enron.com, scott.tholan@enron.com, + gary.taylor@enron.com, heather.purcell@enron.com, + jeff.andrews@enron.com, lucy.ortiz@enron.com, + josey'.'scott@enron.com, kevin.mcgowan@enron.com, + cathy.phillips@enron.com, georganne.hodges@enron.com, + deb.korkmas@enron.com, kay.young@enron.com, laurie.mayer@enron.com, + stanley.cocke@enron.com, larry.gagliardi@enron.com, + jean.mrha@enron.com, a..gomez@enron.com, s..friedman@enron.com, + kathie.grabstald@enron.com, d..baughman@enron.com, + tricoli'.'carl@enron.com, ward'.'charles@enron.com, + crook'.'jody@enron.com, arnell'.'doug@enron.com, + alan.aronowitz@enron.com, neil.davies@enron.com, + ellen.fowler@enron.com, gary.hickerson@enron.com, + david.leboe@enron.com, randal.maffett@enron.com, + george.mcclellan@enron.com, stuart.staley@enron.com, + mark.tawney@enron.com, m..presto@enron.com, karin.williams@enron.com +Subject: We need news! +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Neal, Scott , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E , Weatherford, April , Ervin, Lorna +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +LAST CALL for BUSINESS HIGHLIGHTS AND NEWS for this week's EnTouch +Newsletter. + +Please submit your news by noon today. + + +Thanks! +Kathie Grabstald +x 3-9610 + +" +"allen-p/deleted_items/168.","Message-ID: <27481121.1075858634671.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 04:32:04 -0700 (PDT) +From: edelivery@salomonsmithbarney.com +To: pallen@enron.com +Subject: E-delivery Notification - Confirms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dear Salomon Smith Barney Client: + +Your Salomon Smith Barney trade confirmation(s) has been delivered to Salomon Smith Barney Access for online viewing. To view your trade confirmation(s) online, click on the link below. You will be required to enter your Salomon Smith Barney Access User Name and Password. + +https://www.salomonsmithbarney.com/cgi-bin/edelivery/econfirm.pl?47d10745b585f445e58555143323030313 + +Note: If you cannot access your confirmation through the link provided in this e-mail, ""cut and paste"" or type the full URL into your browser. You can also choose to view your confirmations directly from your Salomon Smith Barney Access Portfolio page by clicking the Portfolio tab and selecting ""Confirms"". + +Any prospectuses related to these trade confirmations will be sent under separate cover. If you opted to receive your prospectuses online, you will receive an e-mail notice when they are available for online viewing. + +If you are experiencing difficulty when viewing your confirmation online, you may need to adjust your Adobe Acrobat Options settings or upgrade your Adobe Acrobat software. Please visit our Frequently Asked Questions area on Adobe Acrobat for assistance: + +https://www.salomonsmithbarney.com/cust_srv/faq/ + +If you have any questions or need any assistance viewing your trade confirmations online, please contact the Online Client Service Center at 1-800-221-3636 (available 24 hours, seven days a week). If you have questions about the trades that generated the confirms, please contact your Salomon Smith Barney Financial Consultant. + +Thank you. +Salomon Smith Barney + +Please do not respond to this e-mail. + +Salomon Smith Barney Access is a registered service mark of Salomon Smith Barney Inc. +" +"allen-p/deleted_items/169.","Message-ID: <32003278.1075858634695.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 22:48:28 -0700 (PDT) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Windows XP urban legends and myths--debunked! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +WINDOWS XP URBAN LEGENDS AND MYTHS--DEBUNKED! + + As the clamor about Windows XP grows--it's + being officially launched tomorrow--so + does the confusion. I'll take a look at the + most common misconceptions and questions + about licensing, authorization, and compatibility + and give you some answers. + +http://cgi.zdnet.com/slink?/adeskb/adt1024/2819735:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + HOW WIN XP MARKS THE END OF THE PC'S PLANNED OBSOLESCENCE + + The debut of Windows XP could stand as + an occasion more momentous than Microsoft + itself anticipated. Reason: At the + same time we're saying hello to the new + OS, we could be saying goodbye to the + Microsoft-Intel duopoly. + + PLUS: + + APPLE REVEALS ITS 'BREAKTHROUGH' GADGET + + + AS TECH SHRINKS, SO DO THE PAYCHECKS + + +http://cgi.zdnet.com/slink?/adeskb/adt1024/2819777:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Robert Vamosi + + WINDOWS XP JUST DOESN'T CUT IT IN THE SECURITY DEPARTMENT + + Like those cheesy all-in-one stereos from + the '70s, the components in Windows XP are + inferior to their standalone counterparts--especially + when it comes to security. Robert points out + the OS's security weaknesses, and tells you + how to safeguard your computer. + + +http://cgi.zdnet.com/slink?/adeskb/adt1024/2819732:8593142 + + + > > > > > + + +Stephan Somogyi + + APPLE JUMPS INTO THE MP3 GAME--AND DOES IT RIGHT + + The just-unveiled iPod may have the distinction + of being the first portable MP3 player to make + the most of the genre. Stephan Somogyi investigates + why this Mac peripheral might be worth a good + long look (and listen). + + +http://cgi.zdnet.com/slink?/adeskb/adt1024/2819780:8593142 + + + > > > > > + + +Stephen Howard-Sarin + + STAY HOME! SOFTWARE FOR SHUT-INS DOMINATES THE + TECH INDEX + + Can you say 'agoraphobia'? The most popular + topics on ZDNet this week are all about staying + at home and letting the music, software, or + business meetings come to you. Stephen looks + at the growing popularity of home delivery. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1024/2819748:8593142 + + + > > > > > + + +Preston Gralla + + THREE 3D SHOOTERS: PUT YOUR AGGRESSION TO GOOD USE + + Feeling a bit belligerent? Take it out on your + PC. Preston picks three great 3D shooter video + games that will help release your excess frustration. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1024/2819697:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +IS XP READY FOR THE ENTERPRISE? +http://www.zdnet.com/techupdate/stories/main/0,14179,2819126,00.html + + +SONY PDA JUMPS TO 16-BIT COLOR +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/supercenter/stories/overview/0,12069,536492,00.html + +SIX TRENDS IN BUSINESS INTELLIGENCE +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/main/0,14179,2816697,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Get FREE downloads for IT pros at TechRepublic +http://cgi.zdnet.com/slink?153975:8593142 + +Need a new job? Browse through over 90,000 tech job listings. +http://cgi.zdnet.com/slink?153976:8593142 + +eBusiness Update: Content Management systems grow up. +http://cgi.zdnet.com/slink?153977:8593142 + +Access your computer from anywhere with GoToMyPC. +http://cgi.zdnet.com/slink?153978:8593142 + +Check out the latest price drops at Computershopper.com. +http://cgi.zdnet.com/slink?153979:8593142 + +************************************************************* + + + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/17.","Message-ID: <28730640.1075855374942.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 17:21:12 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 56 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/170.","Message-ID: <1555726.1075858634721.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 22:44:36 -0700 (PDT) +From: no.address@enron.com +Subject: eSource Presents Briefings with Senior Industry Analysts - Energy + and Telecom/Broadband +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: eSource@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +A Dialogue with Frost & Sullivan's Senior Industry Analyst, Energy Markets + & + Industry Analyst and Program Lead, Telecom and Bandwidth Services +Thursday, November 1st +eSource is pleased to host our first Analyst Summit to share insights into the Energy and Telecom/Bandwidth Markets + +Please join + +Patti Harper-Slaboszewicz, Senior Industry Analyst, Energy Markets +& + Rod Woodward, Industry Analyst, Telecom Services & Program Lead, Wholesale Services +He has authored a report on U.S. Bandwidth Services (Trading/Brokering/Online Exchanges) +Download report for free at http://esource.enron.com/hot_topics.asp + + +at 3:30 - 5:30 PM EB 5C2 + Each presentation will last 35 minutes with 20 minutes Q&A +Agenda - Energy 3:30-4:30 +? Frost & Sullivan capabilities - 10 minutes +? Energy speaker: New Region Challenges for Retail Electric Providers - 25 minutes + Development of transactional capability + Acquiring customers + Quick survey of offers online in ERCOT region + Rate offerings will be limited by current meter capabilities + ERCOT Retail Providers + Forecasting load +? Questions & Answers - 20 minutes + + Agenda - Telecom/Broadband 4:30-5:30 +? Frost & Sullivan capabilities - 10 minutes +? Telecom/Broadband speaker: Industry Insights - 25 minutes +Role of ""Utilicom""/Energy providers in telecom +Overall wholesale market perspective +Overview of data services market +Insight and update on bandwidth trading services +? Questions & Answers 20 minutes + + +Please RSVP to Stephanie E. Taylor at 5-7928 " +"allen-p/deleted_items/171.","Message-ID: <8199860.1075858634755.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 21:18:29 -0700 (PDT) +From: no.address@enron.com +Subject: Invitaton: An Evening of Hope and Healing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Community Relations@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +You're invited to join community and national experts as they discuss your most pressing concerns about September 11th and the ongoing issues we face as a nation. + +Operation Hope: Reclaiming Our Future +One Step at a Time + +A cooperative community effort to provide a free evening of information, for the entire family (ages 5 and up) + +An evening of hope and healing and a blueprint on how to adapt to these challenging times! + +Sponsored by Enron + +Date: Thursday, October 25, 2001 +Time: Registration from 6:15 PM - 6:50 PM + Program from 7:00 PM - 9:00 PM +Place: JW Marriott across from the Galleria on Westheimer + + +Admission is free, but by RSVP only because of limited space + +To RSVP and for more information, please call 713-303-3966 +Or Log On to +www.enronoperationhope.com" +"allen-p/deleted_items/173.","Message-ID: <23194641.1075858634810.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 17:27:08 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 9 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/174.","Message-ID: <30504641.1075858634836.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 16:56:19 -0700 (PDT) +From: karen.buckley@enron.com +To: david.duran@enron.com, d..baughman@enron.com, drew.tingleaf@enron.com, + heather.kroll@enron.com, david.marks@enron.com, + janelle.scheuer@enron.com, rahil.jafry@enron.com, j..sturm@enron.com, + dana.davis@enron.com, robert.benson@enron.com, mike.carson@enron.com, + doug.gilbert-smith@enron.com, rogers.herndon@enron.com, + corry.bentley@enron.com, harry.arora@enron.com, ben.jacoby@enron.com, + jim.meyn@enron.com, lloyd.will@enron.com, c..gossett@enron.com, + chris.gaskill@enron.com, k..allen@enron.com, john.arnold@enron.com, + mike.grigsby@enron.com, a..martin@enron.com, scott.neal@enron.com, + jim.schwieger@enron.com, s..shively@enron.com, laura.luce@enron.com, + frank.vickers@enron.com, d..baughman@enron.com, jean.mrha@enron.com, + fred.lagrasta@enron.com, carl.tricoli@enron.com +Subject: URGENT - ENA Associates & Analysts +Cc: john.lavorato@enron.com, louise.kitchen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, louise.kitchen@enron.com +X-From: Buckley, Karen +X-To: Duran, W. David , Baughman, Edward D. , Tingleaf, Drew , Kroll, Heather , Marks, David , Scheuer, Janelle , Jafry, Rahil , Sturm, Fletcher J. , Davis, Mark Dana , Benson, Robert , Carson, Mike , Gilbert-smith, Doug , Herndon, Rogers , Bentley, Corry , Arora, Harry , Jacoby, Ben , Meyn, Jim , Will, Lloyd , Gossett, Jeffrey C. , Gaskill, Chris , Allen, Phillip K. , Arnold, John , Grigsby, Mike , Martin, Thomas A. , Neal, Scott , Schwieger, Jim , Shively, Hunter S. , Luce, Laura , Vickers, Frank , Baughman, Edward D. , Mrha, Jean , Lagrasta, Fred , Tricoli, Carl +X-cc: Lavorato, John , Kitchen, Louise +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +All, + +The below Analyst & Associate recruiting dates require ENA participation at Manager level at above. In order to resource each of your departments it is important to have ENA's involvement and participation in the interviews and debrief sessions on Fantastic Friday and Super Saturday events. These de-brief sessions will allow you the opportunity to select candidates you wish to join your groups. The target is to assign potential candidates to business units and departments from the outset. + +As ENA has the highest percentage of A&A rotating in its business unit, the participation of ENA at interview should reflect this. Therefore, please encourage your direct reports and managers to participate in the below events in order to secure candidates for your business area. + + +Associate Recruiting: Saturday November 3 Total - 70 Candidates for Interview +Analyst Recruiting: Friday, November 16 Total - 70 Candidates for Interivew +Associate Recruiting: Saturday, December 1 Total - 70 Candidates for Interview + +The above spreadsheet represents ENA's particpation today which I believe highlights the need for much additional support in these efforts. + +Please confirm by return participation of your respective groups. + +Regards, + +Karen Buckley +HR - ENA" +"allen-p/deleted_items/175.","Message-ID: <13336048.1075858634860.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 15:49:15 -0700 (PDT) +From: ei_editor@ftenergy.com +To: einsighthtml@listserv.ftenergy.com +Subject: Utilities slow to buy into ASP market +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor @ENRON +X-To: EINSIGHTHTML@LISTSERV.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + =20 +[IMAGE]=09 + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 [IMAGE] [IMAGE] [= +IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] Updated: Oct. 24, 2001 [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] Utilities slow to buy into ASP mar= +ket Even with the recent slump in the economy, it is still surprising that= + U.S. and European energy companies haven't turned more to application serv= +ice providers (ASPs) to expand their service offerings to customers and par= +tners. [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] EC relaxes ""competition"" rules for V= +iking project New cable would link Germany to Norway Eon, Statkraft win f= +ull access to new capacity [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IM= +AGE] Cheap hydro dries up Nordic countries search for new options In= +terconnectors could help Customer participation forces prices down [IMAG= +E] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] The number of tabled, c= +anceled projects growing Figures dwarfed by continuing project proposals A= +nnouncements easy, follow-through isn't [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] ExxonMobil earnings drop by over 20% full story... IAEA director g= +eneral addresses efforts to protect against nuclear terrorism full story...= + New GHG accounting mechanisms proposed full story... Enron looks to Citi= +group for loan, report says full story... Dynegy considers building two co= +al-fired plants full story... Westcoast selling assets prior to Duke takeo= +ver full story... Mirant completes deal with El Paso full story... AES ha= +s no plans to alter CANTV bid full story... GE to supply gas turbines for = +power plant expansion in Venezuela full story... Kerr-McGee announces deep= +water GOM gas discovery full story... To view all of today's Executive New= +s headlines, click here [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE= +] [IMAGE] [IMAGE] Copyright ? 2001 - Platts, All Rights Reserved = + [IMAGE] Market Brief Tuesday, October 23 Stocks Close Change % Change = +DJIA 9,340.08 (37.0) -0.39% DJ 15 Util. 299.36 (7.5) -2.44% NASDAQ 1,704.43= + (3.66) -0.21% S&P 500 1,084.00 (5.1) -0.47% Market Vols Close Change %= + Change AMEX (000) 172,406 39,877.0 30.09% NASDAQ (000) 1,818,790 293,573.= +0 19.25% NYSE (000) 1,314,163 215,705.0 19.64% Commodities Close Chan= +ge % Change Crude Oil (Nov) 21.76 0.00 0.00% Heating Oil (Nov) 0.621 (0.00= +6) -0.96% Nat. Gas (Henry) 2.66 (0.086) -3.13% Propane (Nov) 39.5 0.250 0.= +64% Palo Verde (Nov) 28.50 0.50 1.79% COB (Nov) 30.25 0.75 2.54% PJM (Nov= +) 27.80 0.30 1.09% Dollar US $ Close Change % Change Australia $ 1.96= +8 0.005 0.25% Canada $ 1.571 (0.008) -0.51% Germany Dmark 2.196 0.003 = +0.14% Euro 0.8906 (0.001) -0.11% Japan ?en 122.70 0.200 0.16% Mexico NP= + 9.22 (0.010) -0.11% UK Pound 0.702 (0.0005) -0.07% Foreign Indices C= +lose Change % Change Arg MerVal 247.00 (5.72) -2.26% Austr All Ord. 3,149.3= +0 32.50 1.04% Braz Bovespa 11613.44 (86.55) -0.74% Can TSE 300 6904.2 (1.= +00) -0.01% Germany DAX 4716.05 121.01 2.63% HK HangSeng 10219.84 422.30 4= +.31% Japan Nikkei 225 10861.56 296.15 2.80% Mexico IPC 5571.27 31.99 0.= +58% UK FTSE 100 5,193.30 122.90 2.42% Source: Yahoo! & TradingDay.co= +m =09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 =09 + + + - bug_black.gif=20 + - Market briefs.xls" +"allen-p/deleted_items/176.","Message-ID: <28910401.1075858634934.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 06:27:54 -0700 (PDT) +From: kirk.mcdaniel@enron.com +To: k..allen@enron.com, tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Subject: Revised High Level Design-Sign-off for Acceptance +Cc: ed.mcmichael@enron.com, dutch.quigley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +Bcc: ed.mcmichael@enron.com, dutch.quigley@enron.com +X-From: McDaniel, Kirk +X-To: Allen, Phillip K. , O'rourke, Tim , Frolov, Yevgeny +X-cc: McMichael Jr., Ed , Quigley, Dutch +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip/Tim/Yevgeny +Please review the two attachments below for final sign-off and Acceptance of this deliverable. + +Phillip, you have approved these documents prior to Tim and my input reflected below, which primary consist of showing how the Knowledge system is connected to the simulation system (Tim's idea with some direct guidance from me to Accenture on how to reflect this in the flow chart). Thus it shows how the user can go to the knowledge system and get help during the simulation. This is reflected in the high level design flow chart.ppt + +In addition, Accenture has added the following condition language to the High Level design. doc + + After sign-off on this document, the following things can be changed within the first two weeks of the content development phase: +? Small story-line details (Example: company background, learner role) +? Resources (reports and interviews) (Example: add a news article, remove a storage report) +? Order and details of learner actions and decision (Example: add a sub-step where learner identifies the location of each risk; have the learner calculate net present value after choosing the best instrument rather than before) + +Changes to any other High Level Design elements (Example: add a step where learner uses a pricing model to price a deal), or changes to anything after the first two weeks, will impact the budget and schedule. + + +Issue: Do we agree to this condition. I recommend we agree. Although, we are in the content development phase the two week period begins from the time we accept this deliverable. I have confirmed this with Accenture and they will send another email with this change, but I do not want to hold up acceptance since we are on our clock. + +Thanks. Phillip, Tim & Yevgeny (if possible), please e-mail with your thumbs up or further input at your earliest convenience, but no later then COB 10/23. + +Cheers +Kirk + + +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 10/19/2001 07:58 AM --------------------------- + + +mery.l.brown@accenture.com on 10/18/2001 12:46:06 PM +To: kmcdani@enron.com +cc: donald.l.barnhart@accenture.com, laura.a.de.la.torre@accenture.com +Subject: Revised High Level Design + + +Kirk, + +Attached are the latest High Level Design and Flow Chart with revisions +based on Tim's and your comments. Please let me know if you have any +questions. + +(See attached file: High Level Design.doc)(See attached file: High Level +Design Flow Chart.ppt) + +Mery + +Time spent on these revisions: +Mery - 30 minutes +Laura - 1 hour + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + - High Level Design.doc + - High Level Design Flow Chart.ppt +" +"allen-p/deleted_items/177.","Message-ID: <28935523.1075858634956.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 08:40:08 -0700 (PDT) +From: jeshett@yahoo.com +To: richard.toubia@truequote.com +Subject: +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: J E @ENRON +X-To: Richard Toubia +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +buy 100 nov gas market + +sell 100 nov gas 2.635 stop + + + +__________________________________________________ +Do You Yahoo!? +Make a great connection at Yahoo! Personals. +http://personals.yahoo.com" +"allen-p/deleted_items/178.","Message-ID: <14963866.1075858634979.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 09:13:19 -0700 (PDT) +From: itsimazing@response.etracks.com +To: pallen@enron.com +Subject: GetSmart (SM) Visa(R) with smart chip- everybody's getting it +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""itsImazing"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + This offer is being sent to you as a member of itsImazing. If you feel you have received this message in error or do not wish to receive future messages, please see the unsubscribe instructions at the bottom of this email. + GetSmart offers more customers the smart chip advantage! + At GetSmart, we think every customer deserves a smart offer. That?s why we?re adding a smart chip to every GetSmart Visa card we offer, including our GetSmart Visa Platinum, Gold AND Classic card! Apply for GetSmart Visa and get it all: - 0% INTRODUCTORY APR* on purchases - Please scroll down for complete pricing information and important terms and conditions. - SMART CHIP in every card - 30-SECOND online response - ONLINE ACCOUNT ACCESS and more! In just 30 seconds, you could be on your way to the new GetSmart Visa card! CLICK TO APPLY! Plus, GetSmart gives you more than the smart chip card that prepares you for added convenience and security in the future! GetSmart is also a one-stop marketplace for your financial needs ? from auto loans and mortgages to savings products. Thank you. + *The introductory rate on purchases is for 2 or 3 billing periods after account opening depending upon the account for which you qualify. For more complete pricing information, see important Terms and Conditions for GetSmart Visa. You must be a U.S. resident and at least 18 years of age to apply. This offer may not be available to current Providian credit card customers and employees of Providian. GetSmart Visa is currently available in all U.S. states except Wisconsin. If you previously asked to be excluded from GetSmart or Providian product offerings and solicitations, we apologize for this e-mail. Every effort was made to ensure that you were excluded from our database. If you wish to be removed from future GetSmart e-mail promotions, click REMOVE ME . Providian National Bank - Member FDIC Providian Bank - Member FDIC If you do not wish to receive future mailings, please click here . + +[IMAGE]" +"allen-p/deleted_items/179.","Message-ID: <7232603.1075858635004.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 07:46:41 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: ENE Downgraded by J.P. Morgan +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - ENE Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Enron Corp (ENE) Date Brokerage Firm Action Details 10/24/2001 Prude= +ntial Securities Downgraded to Sell from Hold 10/24/2001 J.P. Morgan = + Downgraded to Lt Buy from Buy 10/22/2001 Prudential Securities Downg= +raded to Hold from Buy 10/19/2001 A.G. Edwards Downgraded to Hold fr= +om Buy 10/16/2001 Merrill Lynch Upgraded to Nt Accum from Nt Neutral = + 10/09/2001 Merrill Lynch Upgraded to Nt Neutral/Lt Buy from Nt Neutral/= +Lt Accum 10/04/2001 A.G. Edwards Downgraded to Buy from Strong Buy = + 09/26/2001 A.G. Edwards Upgraded to Buy from Accumulate 09/10/2001 B= +ERNSTEIN Upgraded to Outperform from Mkt Perform 08/15/2001 Merrill Ly= +nch Downgraded to Nt Neut/Lt Accum from Nt Buy/Lt Buy 06/22/2001 A.G.= + Edwards Upgraded to Accumulate from Maintain Position 12/15/2000 Bear= + Stearns Coverage Initiated at Attractive 07/19/2000 Paine Webber Upg= +raded to Buy from Attractive 04/13/2000 First Union Capital Upgraded t= +o Strong Buy from Buy 04/13/2000 Salomon Smith Barney Coverage Initiat= +ed at Buy 04/05/2000 Dain Rauscher Wessels Upgraded to Strong Buy from= + Buy 04/05/2000 First Union Capital Coverage Initiated at Buy Bri= +efing.com is the leading Internet provider of live market analysis for U.S= +. Stock, U.S. Bond and world FX market participants. ? 1999-2001 Earnings= +.com, Inc., All rights reserved about us | contact us | webmaster | si= +te map privacy policy | terms of service =09 +" +"allen-p/deleted_items/18.","Message-ID: <27602304.1075855374965.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 15:46:20 -0800 (PST) +From: ei_editor@platts.com +To: einsighthtml@listserv.platts.com +Subject: Shedding light on power prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor @ENRON +X-To: EINSIGHTHTML@LISTSERV.PLATTS.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + =20 +=09 + + + =09 Updated: Dec. 27, 2001 = + [IMAGE]Shedding light on power prices Competit= +ion in Europe's electricity markets has brought more choice for consumers, = +resulting in lower prices in most cases. It also has triggered the end of p= +rice transparency, at least in the industrial and commercial (I&C) customer= + segments. = + = + = + [IMAGE]Fight over hydro project could become war Outcome could set= + precedent for other relicensing Environmental issues may be deciding fac= +tor [IMAGE]Fitting= + the bill SPL Worldgroup moves utilities to one-stop billing Netherlands, = +Germany ahead of the game = + [IMAGE]A sci-fi twist in clean coal research Bioprocessing cleans i= +mpurities Scientists create coal-adapted microbes = + Reliant, Orion merger clears two regulatory hurdles= + [IMAGE]full story... Reliant unit, Gexa make price offerings in Texas [IM= +AGE]full story... NEPOOL asks FERC to approve new payment deal for Enron [= +IMAGE]full story... Centennial Pipeline may be mixed blessing in U.S. Midw= +est [IMAGE]full story... SCANA subsidiary files for new interstate natural= + gas pipeline [IMAGE]full story... Interview: NYMEX undergoing transformat= +ion [IMAGE]full story... Spanish generators may see income drop [IMAGE]ful= +l story... Patterson-UTI buys 17 rigs from Cleere Drilling [IMAGE]full sto= +ry... PG&E payment plan to Calpine approved by bankruptcy court [IMAGE]ful= +l story... Enron, Mirant urge FERC to reject Nevada complaints [IMAGE]full= + story... [IMAGE]To view all of today's Executive News headlines, [IMAGE]c= +lick here Copyright ? 2001 - Platts, All Right= +s Reserved Market Brief Wednesday, December 26 Stocks Close Change %= + Change DJIA 10,088.14 52.8 0.53% DJ 15 Util. 289.80 5.1 1.79% NASDAQ 1,9= +60.70 14.87 0.76% S&P 500 1,149.37 4.5 0.39% Market Vols Close Change= + % Change AMEX (000) 95,077 (27,481.0) -22.42% NASDAQ (000) 1,127,431 (1,22= +2,219.0) -52.02% NYSE (000) 792,634 (915,281.0) -53.59% Commodities Clo= +se Change % Change Crude Oil (Feb) 21.27 1.65 8.41% Heating Oil (Jan) 0.59= +46 0.046 8.42% Nat. Gas (Henry) 2.911 0.016 0.55% Propane (Jan) 34.25 2.2= +5 7.03% Palo Verde (Jan) 28.00 0.00 0.00% COB (Jan) 28.00 0.00 0.00% PJM= + (Jan) 31.15 0.00 0.00% Dollar US $ Close Change % Change Australia $ = + 1.968 0.000 0.00% Canada $ 1.60 0.016 1.01% Germany Dmark 2.23 0.022 = + 1.00% Euro 0.8791 (0.009) -1.00% Japan ?en 130.8 1.200 0.93% Mexico NP= + 9.13 0.010 0.11% UK Pound 0.6879 (0.0080) -1.15% Foreign Indices Cl= +ose Change % Change Arg MerVal 320.46 0.00 0.00% Austr All Ord. 3,335.20 2= +1.10 0.64% Braz Bovespa 13358.42 (10.11) -0.08% Can TSE 300 7552.59 24.29= + 0.32% Germany DAX 5019.01 0.00 0.00% HK HangSeng 11209.78 51.68 0.46% J= +apan Nikkei 225 10192.57 (142.88) -1.38% Mexico IPC 6380.60 6371.84 0.00= +% UK FTSE 100 5,159.20 5177.40 0.00% Source: Yahoo!, TradingDay.com= + and NYMEX.com =09 =09 =09 + + + - bug_black.gif=20 + - Market briefs.xls" +"allen-p/deleted_items/180.","Message-ID: <24213851.1075858635045.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 07:30:48 -0700 (PDT) +From: jeshett@yahoo.com +To: richard.toubia@truequote.com +Subject: +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: J E @ENRON +X-To: Richard Toubia +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +sell 100 nov gas market + +buy 100 nov gas 2.705 stop + +__________________________________________________ +Do You Yahoo!? +Make a great connection at Yahoo! Personals. +http://personals.yahoo.com" +"allen-p/deleted_items/181.","Message-ID: <14057356.1075858635068.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 11:34:53 -0700 (PDT) +From: wise.counsel@lpl.com +To: k..allen@enron.com +Subject: Huntley update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Robert W. Huntley, CFP"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greetings Phillip, + +I received your phone message. Thanks for the update. I have been talking +with contractors and Spring Valley. At this point we are trying to +determine whether the addition over the garage would be workable. Heather +probably told you that I am meeting with a contractor on 11/7 at your home +to get a firm bid on the project. I spoke today with the Spring Valley +building consultant and faxed him some detail. There are a couple of +possible problems he is looking at and we'll possibly need to get a variance +from the decision makers when the time comes. + +In the meantime, I printed out the earnest money contract and sellers +disclosure forms from the website you found. We are waiting on the final +word from Spring Valley to move ahead. I'll let you know when we have some +new information. + +Thanks, + +Bob Huntley + +----- Original Message ----- +From: +To: +Sent: Thursday, October 18, 2001 9:18 AM +Subject: RE: Huntley followup question + + +Bob, + +I do have a survey of the sight at home. I will get you a copy tomorrow. + +Regarding contracts, the Texas Real Estate Commission website has copies of +the contracts we need. The website is below. I believe the relevant +contracts are form #20-4(One to Four Family Residential Contract) and form +#OP-H (Seller's Disclosure of Property Condition). A coworker is about to +close on a home without using a broker and these are the forms he used. + +I + +Phillip + +http://www.trec.state.tx.us/formsrulespubs/forms/forms-contracts.asp + + + + + + -----Original Message----- + From: ""Robert W. Huntley, CFP"" @ENRON + Sent: Wednesday, October 17, 2001 2:26 PM + To: pallen@enron.com + Subject: Huntley followup question + + + Phillip, + + I forgot to ask if you have a recent survey of the lot from when you + closed? I would like to see if we'll have any easement problems + above or around the garage area to consider. + + If you find something and it's faxable, please send it to my fax at + 281-858-1127. Feel free to call first if you have any comments. + + Thanks, + + Bob Huntley + 281-858-0000 + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** +" +"allen-p/deleted_items/182.","Message-ID: <5237194.1075858635091.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 09:12:00 -0700 (PDT) +From: adrianne.engler@enron.com +To: k..allen@enron.com, mike.grigsby@enron.com +Subject: Another ENA Trading Track Candidate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Engler, Adrianne +X-To: Allen, Phillip K. , Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Hi Phillip and Mike! + +Is there any way you could contact the below candidate for the ENA TRading Track? + +I appreciate your extra effort! + +Kind regards, + +Adrianne +x57302 + " +"allen-p/deleted_items/183.","Message-ID: <8251028.1075858635114.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 09:18:17 -0700 (PDT) +From: adrianne.engler@enron.com +To: k..allen@enron.com, mike.grigsby@enron.com +Subject: FW: Another ENA Trading Track Candidate +Cc: karen.buckley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: karen.buckley@enron.com +X-From: Engler, Adrianne +X-To: Allen, Phillip K. , Grigsby, Mike +X-cc: Buckley, Karen +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip/Mike - + +Per my earlier e-mail... + +Additionally, this candidate currently works in our London office as an Analyst and is looking to come over to the Houston office. We would like to get him into the November 1st interviews. + +His contact information is on the resume, but here is his number as well ++ 4 4 ( 0 ) 2 0 7 7 8 3 5 5 5 8 . + +Thanks! + +Adrianne +x57302 +-----Original Message----- +From: Engler, Adrianne +Sent: Wednesday, October 24, 2001 11:12 AM +To: Allen, Phillip K.; Grigsby, Mike +Subject: Another ENA Trading Track Candidate + + +Hi Phillip and Mike! + +Is there any way you could contact the below candidate for the ENA TRading Track? + +I appreciate your extra effort! + +Kind regards, + +Adrianne +x57302 + " +"allen-p/deleted_items/184.","Message-ID: <28118313.1075858635139.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 17:33:03 -0700 (PDT) +From: w..cantrell@enron.com +To: leslie.lawner@enron.com, k..allen@enron.com, don.black@enron.com, + suzanne.calcagno@enron.com, mark.courtney@enron.com, + jeff.dasovich@enron.com, frank.ermis@enron.com, + donna.fulton@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + p..hewitt@enron.com, keith.holst@enron.com, paul.kaufman@enron.com, + tori.kuykendall@enron.com, susan.mara@enron.com, + ed.mcmichael@enron.com, stephanie.miller@enron.com, + l..nicolay@enron.com, matt.smith@enron.com, patti.sullivan@enron.com, + robert.superty@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com +Subject: RE: Comments of the Other Parties on El Paso System Reallocation, + RP00-336 +Cc: d..steffes@enron.com, melinda.pharms@enron.com, guillermo.canovas@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: d..steffes@enron.com, melinda.pharms@enron.com, guillermo.canovas@enron.com +X-From: Cantrell, Rebecca W. +X-To: Lawner, Leslie , Allen, Phillip K. , Black, Don , Calcagno, Suzanne , Courtney, Mark , Dasovich, Jeff , Ermis, Frank , Fulton, Donna , Gay, Randall L. , Grigsby, Mike , Hewitt, Jess P. , Holst, Keith , Kaufman, Paul , Kuykendall, Tori , Mara, Susan , McMichael Jr., Ed , Miller, Stephanie , Nicolay, Christi L. , Smith, Matt , Sullivan, Patti , Superty, Robert , Tholt, Jane M. , Tycholiz, Barry +X-cc: Steffes, James D. , Pharms, Melinda , Canovas, Guillermo +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The attachment summarizes all of the comments filed by other parties in this proceeding. They're now in alphabetical order by the party filing, and the ones that I added since last night are highlighted. Let me know if you'd like a copy of any of them. + + " +"allen-p/deleted_items/185.","Message-ID: <3868098.1075858635162.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 10:06:13 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: ENE Downgraded by First Albany +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - ENE Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Enron Corp (ENE) Date Brokerage Firm Action Details 10/24/2001 Prude= +ntial Securities Downgraded to Sell from Hold 10/24/2001 J.P. Morgan = + Downgraded to Lt Buy from Buy 10/24/2001 First Albany Downgraded to = +Buy from Strong Buy 10/22/2001 Prudential Securities Downgraded to Ho= +ld from Buy 10/19/2001 A.G. Edwards Downgraded to Hold from Buy 1= +0/16/2001 Merrill Lynch Upgraded to Nt Accum from Nt Neutral 10/09/200= +1 Merrill Lynch Upgraded to Nt Neutral/Lt Buy from Nt Neutral/Lt Accum = + 10/04/2001 A.G. Edwards Downgraded to Buy from Strong Buy 09/26/2001= + A.G. Edwards Upgraded to Buy from Accumulate 09/10/2001 BERNSTEIN U= +pgraded to Outperform from Mkt Perform 08/15/2001 Merrill Lynch Downgr= +aded to Nt Neut/Lt Accum from Nt Buy/Lt Buy 06/22/2001 A.G. Edwards U= +pgraded to Accumulate from Maintain Position 12/15/2000 Bear Stearns C= +overage Initiated at Attractive 07/19/2000 Paine Webber Upgraded to Bu= +y from Attractive 04/13/2000 First Union Capital Upgraded to Strong Bu= +y from Buy 04/13/2000 Salomon Smith Barney Coverage Initiated at Buy = + 04/05/2000 Dain Rauscher Wessels Upgraded to Strong Buy from Buy 04/= +05/2000 First Union Capital Coverage Initiated at Buy Briefing.com = +is the leading Internet provider of live market analysis for U.S. Stock, U.= +S. Bond and world FX market participants. ? 1999-2001 Earnings.com, Inc.,= + All rights reserved about us | contact us | webmaster | site map pr= +ivacy policy | terms of service =09 +" +"allen-p/deleted_items/186.","Message-ID: <16200412.1075858635206.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 10:42:16 -0700 (PDT) +From: jeshett@yahoo.com +To: richard.toubia@truequote.com +Subject: +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: J E @ENRON +X-To: Richard Toubia +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +go to market with 2.635 stop + + +__________________________________________________ +Do You Yahoo!? +Make a great connection at Yahoo! Personals. +http://personals.yahoo.com" +"allen-p/deleted_items/187.","Message-ID: <19668352.1075858635228.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 15:56:10 -0700 (PDT) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: <> - JReitmeyer 10/24/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following expense report is ready for approval: + +Employee Name: James W. Reitmeyer +Status last changed by: Automated Administrator +Expense Report Name: JReitmeyer 10/24/01 +Report Total: $708.37 +Amount Due Employee: $708.37 + + +To approve this expense report, click on the following link for Concur Expense. +http://expensexms.enron.com" +"allen-p/deleted_items/188.","Message-ID: <21288625.1075858635252.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 23:07:48 -0700 (PDT) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: The 10 top things you MUST know about Win XP +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +THE 10 TOP THINGS YOU MUST KNOW ABOUT WIN XP + + Reams have been written about XP. I've gone + on and on about it myself. But now it's officially + here, what's left to say? Not much, but just + this: A list of the few features and issues + that really, really matter. + +http://cgi.zdnet.com/slink?/adeskb/adt1025/2820081:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + XP: PHOOEY ON YOUIE! WHY IPOD IS THE APPLE OF OUR EYES TODAY + + Apple poured some precipitation on + Microsoft's XP-week parade by introducing + its new MP3 player. But the iPod isn't + just some mischief at Microsoft's expense. + Instead, it's a product that embodies + Apple at its very best and makes you wonder: + Is Apple underestimating itself by + not making more things for the rest of + us? + + PLUS: + + EARTHLINK: FORGET DSL, GIVE US CABLE + + + WHY AOL IS COZYING UP TO SUN + +http://cgi.zdnet.com/slink?/adeskb/adt1025/2820068:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +C.C. Holland + + GOT A TECH PROBLEM? GET IT SOLVED FAST--FOR FREE! + + If you're tired of trying to get through to + your PC manufacturer's help desk, why not + turn to the Web instead? C.C. shows you where + you can get timely, knowledgeable technical + support for the best price of all: free. + + +http://cgi.zdnet.com/slink?/adeskb/adt1025/2820004:8593142 + + + > > > > > + + +Janice Chen + + CUT YOUR EXPENSES! SAVE SOME BUCKS ON MICROSOFT'S + NEW OS + + Which version of Windows XP is right for you? + And where can you find it for the lowest price? + Janice helps you make what could be your most + important software purchase this year. + + +http://cgi.zdnet.com/slink?/adeskb/adt1025/2820001:8593142 + + + > > > > > + + +Preston Gralla + + + DON'T WANT TO UPGRADE TO WINDOWS XP? FAKE IT! + + If you don't want to take the time to install + Windows XP, but like the new OS's look and feel, + worry not. Preston finds three downloads + that will make your PC indistinguishable + from one running XP. + + +http://cgi.zdnet.com/slink?/adeskb/adt1025/2819980:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +XP'S TOP 10 LIST FALLS SHORT +http://www.zdnet.com/techupdate/stories/main/0,14179,2819766,00.html + + +FIRST TAKE: AN ULTRALIGHT NOTEBOOK WONDER +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/supercenter/stories/overview/0,12069,538008,00.html + +HOW MCAFEE.COM IS CASHING IN ON VIRUSES +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/anchordesk/stories/story/0,10738,2819067,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Get FREE downloads for IT pros at TechRepublic +http://cgi.zdnet.com/slink?153975:8593142 + +Need a new job? Browse through over 90,000 tech job listings. +http://cgi.zdnet.com/slink?153976:8593142 + +eBusiness Update: Content Management systems grow up. +http://cgi.zdnet.com/slink?153977:8593142 + +Access your computer from anywhere with GoToMyPC. +http://cgi.zdnet.com/slink?153978:8593142 + +Check out the latest price drops at Computershopper.com. +http://cgi.zdnet.com/slink?153979:8593142 + +************************************************************* + + + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/189.","Message-ID: <7027882.1075858635275.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 21:45:42 -0700 (PDT) +From: book-news@amazon.com +To: pallen@enron.com +Subject: Save 30% on ""How People Grow : What the Bible Reveals About + Personal Growth"" by Henry Cloud +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] =09 + + + Search BooksAll Products for Dear Amazon.com Customer, As s= +omeone who has purchased books by Henry Cloud in the past, you might like = +to know that How People Grow : What the Bible Reveals About Personal Growt= +h is now available. You can order your copy at a savings of 30% by follow= +ing the link below. [IMAGE] How People Grow : What the Bible Reveals= + About Personal Growth List Price: $19.99 Our Price: $13.99 You Save: $= +6.00 (30%) [IMAGE] Amazon.com Whether you're hoping to achieve person= +al and spiritual growth or are looking for guidance to help others, you'll= + find practical and proven wisdom in Drs. Henry Cloud and John Townsend's = +How People Grow: What the Bible Reveals About Personal Growth. Starting wi= +th the premise that all growth is spiritual growth, the authors then expou= +nd on the concept. Cloud postulates that we spend too much time focusing o= +n problems, rather than on root issues. ""We are not just to help others 'f= +eel better' or... Read more [IMAGE] [IMAGE] [IMAGE] [IMAGE] B= +uilding a Church of Small Groups : A Place Where Nobody Stands Alone by B= +ill Donahue, Russ Robinson Transitioning by Dan Southerland Soul = +Survivor: How My Faith Survived the Church by Philip Yancey Sign up = +for book recommendations by e-mail See other titles in Christian Books = + Sincerely, Katherine Koberg Editor Amazon.com =09 + + + We hope you enjoyed receiving this message. However, if you'd rather not = +receive future e-mails of this sort from Amazon.com, please visit your Am= +azon.com Account page. Under the Your Account Settings heading, click the= + ""Update your communication preferences"" link. =09 + +Please note that this message was sent to the following e-mail address: pa= +llen@enron.com" +"allen-p/deleted_items/19.","Message-ID: <21915850.1075855375029.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 12:28:45 -0800 (PST) +From: networkcommerce-tdtl20011226@ombramarketing.com +To: pallen@enron.com +Subject: Put on holiday pounds? Pay Nothing to Lose Weight! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Network Commerce @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +NCI Marketing Web Alert + + +[IMAGE]Phillip + + + Lose up to 10 pounds or more for free[IMAGE] [IMAGE] Start today [IMAGE] + + + You are receiving this special offer because you have provided permission to receive third party email communications regarding special online promotions or offers. If you do not wish to receive any further messages from Network Commerce, please click here to unsubscribe. Any third-party offers contained in this email are the sole responsibility of the offer originator. Copyright ? 2001 Network Commerce Inc. +" +"allen-p/deleted_items/190.","Message-ID: <6015077.1075858635318.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 18:40:14 -0700 (PDT) +From: info@open2win.roi1.net +To: pallen@enron.com +Subject: PHILLIP, get your free credit report! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Consumer Info@ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] + + +[IMAGE] + +This message was not sent unsolicited. You are currently +subscribed to the Open2Win mailing list. If you wish to +unsubscribe from our mailing list, Click here . +If you wish to modify your subscription, Click Here . +" +"allen-p/deleted_items/191.","Message-ID: <29461819.1075858635353.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 19:22:28 -0700 (PDT) +From: no.address@enron.com +Subject: Natural Gas Origination +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Americas - Office of the Chairman@ENRON +X-To: All Enron Employees North America@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Our natural gas business continues to benefit from effective account management and resource allocation focused on identifying and responding to the needs of our varied customers. In order to keep our organization optimally structured and to facilitate additional growth, we are making the following changes: + +Producer/Wellhead Group +The current mid-market, origination and wellhead pricing activity currently within the Central and Eastern Gas Regions will be consolidated with the Derivatives group under Fred Lagrasta. This will create a single business unit focused upon the needs of the producing industry within the Eastern U.S. The producer focus in the Western U.S. and Texas will remain unchanged reporting to Mark Whitt and Brian Redmond respectively. + +Strategic Asset Development +Laura Luce will move from her role in the Central Region to lead an effort focused strictly on identifying and entering into long-term strategic arrangements within the Central and Eastern Regions. This initiative will focus on a limited number of selected markets that provide strategic opportunities for partnering in asset development, asset management and optimization. This effort will continue to work very closely with the regional leads. + +Central Origination and Mid-Market +Frank Vickers will continue his current role in the Eastern Region and will assume the leadership role for Mid-Market and Origination activity in the Central Region. + + +There will be no changes to the West and Texas Origination groups headed respectively by Barry Tycholiz and Brian Redmond. + +Please join us in congratulating Fred, Laura and Frank in their new roles. + +Louise & John" +"allen-p/deleted_items/192.","Message-ID: <2047280.1075858635378.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 18:45:18 -0700 (PDT) +From: ryan.o'rourke@enron.com +To: k..allen@enron.com, tom.alonso@enron.com, robert.badeer@enron.com, + eric.bass@enron.com, tim.belden@enron.com, chad.clark@enron.com, + mike.cowan@enron.com, chris.dorland@enron.com, frank.ermis@enron.com, + h..foster@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + mog.heu@enron.com, keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + t..lucci@enron.com, chris.mallory@enron.com, a..martin@enron.com, + stephanie.miller@enron.com, matt.motley@enron.com, + jay.reitmeyer@enron.com, monique.sanchez@enron.com, + m..scott@enron.com, matt.smith@enron.com, p..south@enron.com, + mike.swerzbin@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com, houston <.ward@enron.com>, + mark.whitt@enron.com, jason.wolfe@enron.com +Subject: West NatGas Prices 1024 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: O'Rourke, Ryan +X-To: Allen, Phillip K. , Alonso, Tom , Badeer, Robert , Bass, Eric , Belden, Tim , Clark, Chad , Cowan, Mike , Dorland, Chris , Ermis, Frank , Foster, Chris H. , Gay, Randall L. , Grigsby, Mike , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lucci, Paul T. , Mallory, Chris , Martin, Thomas A. , Miller, Stephanie , Motley, Matt , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , Smith, Matt , South, Steven P. , Swerzbin, Mike , Tholt, Jane M. , Tycholiz, Barry , Ward, Kim S (Houston) , Whitt, Mark , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Notice Phy & Fin Index tabs have been added... + + " +"allen-p/deleted_items/193.","Message-ID: <15350054.1075858635401.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 18:39:57 -0700 (PDT) +From: members@realmoney.com +To: members@realmoney.com +Subject: Have you checked your credit rating lately? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: members@realmoney.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +TheStreet.com and Privista are pleased to present you with +Credit Insight. Credit Insight provides you with +instant access to your online credit report, and that's +just the beginning! + +----------------------------------------------------------- +Sign up for your FREE 30-day credit report today! +http://www.privista.com/cp/street_jump.jsp?cpc=10 +----------------------------------------------------------- + +Don't let faulty delinquent credit ratings ruin your +credit history! + +Mistakes happen all the time, even when it comes to +your credit report. Seemingly simple errors may cause you +to be rejected for low-interest credit cards, loans, and even +mortgages. Did you know that potential employers, insurance +companies and landlords all have access to your credit file? + +This is exactly why you need to monitor your credit report, and +now you can do it for FREE by signing up at: +http://www.privista.com/cp/street_jump.jsp?cpc=10 + +Credit Insight allows you unlimited access to your credit +report, giving you the ability to view, print, and electronically +transmit your entire credit history. You'll even be able to see +who has been requesting and viewing your credit report in +recent months. + +For a limited time, you will also receive a complimentary +membership to our ID Guard service when you sign up for the +FREE 30-day trial to Credit Insight. ID Guard scans your credit +report each week looking for any sign of fraudulent activity. +You will be automatically alerted should anything irregular +be detected! + +So what do you have to lose? +*** Sign up for your FREE 30-day trial now! *** +http://www.privista.com/cp/street_jump.jsp?cpc=10 + +Credit report not what you're looking for? TheStreet.com +has thousands of other FREE reports for you to check out. +Click on the link below to view other special offers brought +to you exclusively by TheStreet.com: + +http://www.thestreet.com/tilex/pages/specialoffers.html + + + +---------------------------------------------------------- +Privista is teamed with Equifax +Secure your credit. Secure your future. +---------------------------------------------------------- + +---------------------------------------------------------- +Brought to you by TheStreet.com +www.thestreet.com +---------------------------------------------------------- + +This email has been sent to you by TheStreet.com because +you are a current or former subscriber (either free-trial +or paid) to one of our web sites, http://www.thestreet.com/ or +http://www.realmoney.com/. If you would prefer not to receive +these types of emails from us in the future, please click here: +http://www.thestreet.com/z/unsubscribe.jhtml?Type=M +If you are not a current or former subscriber, and you believe +that you have received this message in error, please forward +this message to members@realmoney.com with ""UNSUBSCRIBE"" as the +subject line, or call our customer service department at +1-800-562-9571. + +Please be assured that we respect the privacy of our +subscribers. To view our privacy policy, please +click here: http://www.thestreet.com/tsc/about/privacy.html" +"allen-p/deleted_items/195.","Message-ID: <5558637.1075858635446.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 17:30:02 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 10 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/196.","Message-ID: <8485757.1075858635469.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 16:35:14 -0700 (PDT) +From: online.service@schwab.com +To: pallen@enron.com +Subject: Mortgage rates hit new lows +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Charles Schwab & Co., Inc."" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + Can today's lower interest rates put more money in your pocket? Get your= + Mortgage Check-Up today and find out if now is the right time to refinance= +. http://schwab.ed10.net/ud/U6UC/3VJJ/UTWU/N9/A7EJ1F The latest move by t= +he Federal Reserve has slashed mortgage rates to 30-month lows. According = +to a 2001 study conducted by Bear Stearns, 87% of all American homeowners = +would be able to reduce their monthly payments by refinancing at today's = +rates. How much could you save? The Schwab Mortgage Check-Up provided by= + E-Loan can help you determine whether you can put some extra cash in your= + own pocket. E-Loan's Mortgage Check-Up will compare your rate to the curr= +ent market in about a minute. If a better rate is available, the Mortgage= + Check-Up will show you how much you can save by refinancing. Click for a = +Check-Up Get your Mortgage Check-Up today and find out if now is the right= + time to refinance. http://schwab.ed10.net/ud/IFYP/2C9O/IQ6Y/28/A7EJ1F = + -------------------------------------------------------------------- Charl= +es Schwab & Co., Inc. provides links to E-Loan as a convenience to its cli= +ents and licenses the Schwab Mortgage Center name to E-Loan. The Schwab Mo= +rtgage Center is on an E-Loan server and E-Loan is solely responsible for = +all content on the site. Charles Schwab & Co., Inc. does not solicit, offe= +r, endorse, negotiate or originate any mortgage loan products. All mortgag= +e loans and loan origination services are offered and provided by E-Loan. = +Nothing herein is or should be interpreted as an obligation to lend. E-Loa= +n is not acting or registered as a securities broker-dealer or investment = +advisor. E-Loan is an Equal Housing Lender. E-Loan or one of its business = +affiliates is duly licensed to originate loans in all states. -----------= +--------------------------------------------------------- If you would pref= +er to receive only account service emails, please reply to this email indi= +cating your preference. Please note: doing so will not remove you from any= + SchwabAlerts(R) or email newsletters or information to which you have act= +ively subscribed. For your protection, we are unable to accept instruction= +s to change your email address sent in reply to this message. To update yo= +ur address, please log in to your account using the link below. From there= + you will be able to update your email information securely. http://schwa= +b.ed10.net/ud/IFYP/TL41/IQ6Y/QR/A7EJ1F We respect your privacy. To minimi= +ze your receipt of duplicate information and for internal recordkeeping pu= +rposes, Schwab may track responses, if any, to this offer. Read more about= + Schwab's privacy policy. http://schwab.ed10.net/ud/IFYP/5ARA/IQ6Y/50/A7EJ1= +F Notice: All email sent to or from the Charles Schwab corporate email sy= +stem and may be retained, monitored, and/or reviewed by Schwab personnel. = + (c)2001 Charles Schwab & Co., Inc. All rights reserved. Member SIPC/NYSE. = + (1001-1852) [[IFYP-IQ6Y-A7EJ1F-D]] [IMAGE] =09 +" +"allen-p/deleted_items/197.","Message-ID: <13784328.1075858635528.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 13:50:19 -0700 (PDT) +From: no.address@enron.com +Subject: Jeff McMahon Named CFO +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ken Lay- Chairman of the Board@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Today we announced the appointment of Jeff McMahon as Enron's chief financial officer. In my continued discussions with the financial community yesterday and today, it became clear that this move was required to restore investor confidence. Jeff has unparalleled qualifications and a deep and thorough understanding of Enron. He is already on the job and hard at work on the issues before us. Andy Fastow will be on a leave of absence from the company. + +Jeff had been serving as chairman and CEO of Enron Industrial Markets. He joined Enron in 1994 and spent three years in the London office as chief financial officer for Enron's European operations. Upon returning to the U.S., Jeff was executive vice president of finance and treasurer for Enron Corp. In 2000, he was named president and chief operating officer of Enron Net Works. + +I know all of you are concerned about the continuing decline in our share price. I am too, and we are working very hard to turn it around. Appointing Jeff as CFO is one important step in that process. But most of the solution involves just continuing to do our jobs with excellence. The fundamentals of our business are strong, and I think the market will begin to see that as we continue to perform. + +Please join me in giving Jeff your full support, and thank you for all of your continued hard work." +"allen-p/deleted_items/198.","Message-ID: <13417244.1075858635561.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 13:43:14 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Reminder: AMGN Q3 Earnings Announcement on October 25, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - AMGN Earnings Detail +Earnings.com =09[IMAGE] =09 +=09 Amgen Inc.(AMGN) [IMAGE] View Today's Earnings Announceme= +nts Earnings Date Upcoming Announcement October 25, 2001 BEFORE MAR= +KET Add This Event To My Calendar Upcoming Conference Call October 25= +, 2001 5:00PM [IMAGE] Add This Event To My Calendar Last Conference Call = +July 26, 2001 5:00PM Click To Listen Last Earnings Headline Octobe= +r 18, 2001 4:11 PM - Amgen Announces Webcast of Third-Quarter 2001 Earnings= + - BUSINESS WIRE Note: All times are Eastern Standard Time (EST) Cons= +ensus EPS Estimate This Qtr Jun 2001 Next Qtr Sep 2001 This Fiscal Year Dec= + 2001 Next Fiscal Year Dec 2002 Avg Estimatem (mean) $0.28 $0.30 $1.17 $1.4= +1 # of Estimates 22 20 24 24 Low Estimate $0.25 $0.27 $1.13 $1.26 High Esti= +mate $0.29 $0.32 $1.19 $1.58 Year Ago EPS $0.28 $0.29 $1.05 $1.17 EPS Growt= +h 0.81% 2.41% 11.63% 20.33% Quarterly Earnings Mar 2001 Dec 2000 Sep 200= +0 Jun 2000 Mar 2000 Estimate EPS $0.27 $0.25 $0.27 $0.27 $0.25 Actual EPS $= +0.28 $0.24 $0.29 $0.28 $0.25 Difference $0.01 -$0.01 $0.02 $0.01 $0.00 % Su= +rprise 3.70% -4.00% 7.41% 3.70% 0.00% Earnings Growth Last 5 Years This = +Fiscal Year Next Fiscal Year Ave Est Next 5 Years P/E (FY 2001) PEG Ratio A= +MGN Industry Rank: 85 of 160 16.50% 11.63% 20.33% 20.02% 48.77 2.44 INDUSTR= +Y MED-BIOMED/GEN 29.30% 11.30% 26.70% 34.80% 1.07 1.65 SECTOR MEDICAL = + -28.68% 4.98% 75.85% 25.66% -5.56 0.45 S&P 500 8.40% -4.20% 14.60%= + 17.00% 22.15 1.31 Long-term Growth Avg Est High Est Low Est Estimates A= +MGN 20.02% 30.30% 15.00% 13 Covering Analysts: View History = +A.G. Edwards ABN AMRO Argus Research Banc of America CIBC World Mar= +kets CSFB Chase H&Q Crowell, Weedon Cruttenden Roth Dain Rauscher= + Wessels Dakin Securities Deutsche Bank Edward D. Jones First Union= + Capital Goldman Sachs Leerink Swann Legg Mason Lehman Brothers M= +errill Lynch Morgan Stanley, DW Olde Discount Pershing Prudential S= +ecurities Robertson Stephens S G Cowen Salomon Smith Barney Warburg= + Dillon Reed Zacks All research data provided by Zacks Investment Resea= +rch. Net EarningsEarnings data provided by Net Earnings Corporation , t= +he leading provider of future financial information and calendars. =09 + +? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact us = + | webmaster | site map privacy policy | terms of service " +"allen-p/deleted_items/199.","Message-ID: <17847214.1075858635612.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 13:28:40 -0700 (PDT) +From: jsmith@austintx.com +To: k..allen@enron.com +Subject: Leander +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The buyers broker just called to say that Bobinchuck left her a message to +confirm that the closing is scheduled for Nov. 5 and 6. + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, Texas 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com" +"allen-p/deleted_items/2.","Message-ID: <27532571.1075855374363.JavaMail.evans@thyme> +Date: Sat, 29 Dec 2001 06:21:49 -0800 (PST) +From: unsubscribe-i@networkpromotion.com +To: pallen@enron.com +Subject: PHILLIP, Check this out now. Get a free* CD player. +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Issuing Document Department @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +Free* Cd Player, valued at $70.00! +=09=09=09[IMAGE]=09 +[IMAGE] =09[IMAGE]=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09December 28, 2001=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09[IMAGE]=09[IMAGE]=09[IMAGE]=09 +=09 PHILLIP, your Deluxe Hayo Digital CD Player valued at $70.00 is current= +ly being held awaiting details for shipment to you, absolutely FREE*. Cli= +ck here now and verify your address (we want to make sure your Deluxe Hayo= + Digital CD Player is delivered directly to you) and to make arrangements f= +or you to receive your Deluxe Hayo Digital CD Player at no charge. Your A= +pproval Status entitles you to receive your Deluxe Hayo Digital CD Player v= +alued at $70.00 for FREE*, and by becoming a Sprint long distance customer,= + you can receive Sprint 7? AnyTime(SM) Online plan. You get 7? per minute s= +tate-to-state calling, with no monthly fee**. Simply remain a customer for = +90 days, complete the redemption certificate you will receive by mail, and = +we will send you your Deluxe Hayo Digital CD Player. Act now! Respond be= +fore January 14, 2002 or you may waive your eligibility to receive your Del= +uxe Hayo Digital CD Player! These arrangements may not be available after t= +he above date. Keep this document in a safe place. This could be the only= + notification you may receive. FILED: PREPARATIONS FOR: PHILLIP =09= +[IMAGE]=09 [IMAGE] FEATURES ESPMax electronic skip protection for active = +use Digital Mega Bass low-frequency enhancement for rich bass response wit= +h extremely low harmonic distortion Digital volume control for precise pus= +h-button adjust-ment with visual confirmation via LCD display 4 playback m= +odes for listening flexibility Includes lightweight stereo headphones and = +AC adapter =09 +=09=09=09 =09 +=09=09=09 *Requires change of state-to-state long distance carrier to Sprin= +t, remaining a customer for 90 days and completion of redemption certificat= +e sent by mail. ** When you select all online options such as online orde= +ring, online bill payment, online customer service and staying a Sprint cus= +tomer, you reduce your monthly recurring charge and save $5.95 every month.= + Promotion excludes current Sprint customers. =09 +=09=09=09 =09 +" +"allen-p/deleted_items/20.","Message-ID: <12693421.1075855375053.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 10:46:02 -0800 (PST) +From: morpheus@inyouremail.com +To: pallen@enron.com +Subject: Introducing Morpheus 2.0! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: morpheus@inyouremail.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +[IMAGE]=09[IMAGE]=09[IMAGE]=09[IMAGE]=09[IMAGE]=09[IMAGE]=09[IMAGE]=09 +=09=09=09=09=09=09[IMAGE]=09 +=09=09=09=09=09[IMAGE]=09[IMAGE]=09 +=09=09=09=09=09[IMAGE]=09[IMAGE]=09 +=09=09=09=09=09[IMAGE]=09[IMAGE]=09 +=09=09=09=09[IMAGE]=09=09[IMAGE]=09 +[IMAGE] [IMAGE] [IMAGE] =09[IMAGE]=09=09=09[IMAGE]=09 [IMAGE] Be your = +own Boss and Work from Home. Click here to get FREE Information on how yo= +u can make up to $4000 per Week!! Click Here! [IMAGE] WELCOME!!! W= +elcome to the first installment of The Morpheus Minute, the not-so-weekly n= +ewsletter brought to you by software makers, StreamCast Networks! As a Morp= +heus software user, you've helped shape the LARGEST p2p community in the wo= +rld, a community completely created and sustained by you and folks like you= +, all over the globe. With The Morpheus Minute, you'll receive insider ti= +ps on new product features, answers to your most pressing technology questi= +ons, and much more! You'll even have opportunities to cash in on some great= + contests and deals! So, let's get going! [IMAGE] ANNOUNCING MORPHEUS 2.0= +! Keep your eyes peeled and your ears to the ground, Morpheus 2.0 (M2) wi= +ll be launching soon! The StreamCast Networks Tech Gurus have been working = +diligently to develop a new feature set to give you the best p2p user-exper= +ience possible. M2 features include XP compatibility and links to the Gnute= +lla network, further enhancing your ability to connect and communicate with= + millions of people all over the world. Stay tuned for more details! [IMAG= +E] Shop Til Ya Drop! Did the Holiday's sneak up on you again this year? Ne= +ed a present quick? Send an eGift? and relax.... StreamCast has teamed up= + with CatalogCity to help you get organized lickety split! With CatalogCity= +'s eGift? service you can send last minute gifts with lightening speed!! Ar= +e you shopping for a finicky friend? Are you unsure about sizes or favorite= + colors? Resolve all of these problems and more with eGift?! Best of all, y= +our gift announcement arrives in minutes, so it's never too late! Visit Ca= +talogCity today!! [IMAGE] Ask D.C. Flash! D.C. wants to know what's on y= +our mind! Can't find your password? Questions about compatibility? Need to = +know what shoes to wear with your orange cords? D.C. might not be able to a= +nswer that last one, but everything related to Morpheus and peer-to-peer te= +chnology is fair game! 1) When are you going to release a MAC version? = + We plan to have a MAC compatible version in spring of 2002. Thanks for you= +r patience. 2) I lost my password, what should I do? All users who lose = +their passwords will be flogged repeatedly! No, no, just kidding. If you lo= +se your password, simply register as a new user and enter a new, unique use= +rname and password. Next time, we flog you. 3) After I connect and run a s= +earch, I find results, but when I try to download, I receive a message that= + says ""more sources needed."" What should I do? Right click on the downloa= +d and then select ""search for more sources."" This still might not find the = +download that your are looking for, but if it does not, D.C. Flash says, ""S= +earch Again!"" 4) How can I talk directly with another user on-line? Ther= +e are several ways to communicate with other users. After completing a sear= +ch, right click on the user's name you would like to contact, and send them= + a Morpheus Message. You can also use the chat feature, which is accessible= + through the navigation bar on the left side of the Morpheus client. Soon, = +with M2 you'll be able to contact other users with best-of-breed instant me= +ssaging services!! Get FREE ringtones for your Nokia cell phone!! Zingy, a= + free service that allows you to download thousands of free ringtones and l= +ogos for your Nokia cellular phone. Limited time only offer! Get them while= + they are free! Click here [IMAGE] Sleuth, Scoop and Set It Off! Hey ne= +wsmongers! Do you want to be the next Big Talking Head or Super News Column= +ist? Now you have the chance! Rarely does the Little Guy have the opportuni= +ty to raise his voice, but with Morpheus software, YOU have the power to ch= +ange that. Write articles, produce video magazines, or record audio news fi= +les, it's up to you! When you're done crafting your report, place your medi= +a in your shared files folder. With Morpheus, you can--Be the Media! Shou= +ld You Check Your Credit Report? Of course! We all check our credit card s= +tatements for inaccuracies and we should do the same for our credit histo= +ry. Click here now to check yours FOR FREE at ConsumerInfo.Com! ADVERT= +ISE WITH US!! SHARE RESPONSIBLY UNSUBSCRIBE =09[IMAGE]=09 +" +"allen-p/deleted_items/200.","Message-ID: <15071057.1075858635636.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 13:21:02 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Reminder: CPN Q3 Earnings Announcement on October 25, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - CPN Earnings Detail +Earnings.com =09[IMAGE] =09 +=09 Calpine Corporation(CPN) [IMAGE] View Today's Earnings An= +nouncements Earnings Date Upcoming Announcement October 25, 2001 BE= +FORE MARKET Add This Event To My Calendar Upcoming Conference Call Oc= +tober 25, 2001 1:30PM [IMAGE] Add This Event To My Calendar Last Conferen= +ce Call August 28, 2001 2:00PM Click To Listen Last Earnings Headline= + September 28, 2001 9:00 AM - Calpine Confirms Earnings Guidance - PR N= +EWSWIRE Note: All times are Eastern Standard Time (EST) Consensus EPS = +Estimate This Qtr Jun 2001 Next Qtr Sep 2001 This Fiscal Year Dec 2001 Next= + Fiscal Year Dec 2002 Avg Estimatem (mean) $0.30 $0.88 $1.88 $2.40 # of Est= +imates 12 9 17 17 Low Estimate $0.12 $0.82 $1.45 $1.90 High Estimate $0.35 = +$0.95 $2.04 $2.68 Year Ago EPS $0.19 $0.48 $1.11 $1.88 EPS Growth 55.70% 84= +.03% 69.05% 27.74% Quarterly Earnings Mar 2001 Dec 2000 Sep 2000 Jun 200= +0 Mar 2000 Estimate EPS $0.22 $0.28 $0.38 $0.12 $0.07 Actual EPS $0.30 $0.3= +4 $0.48 $0.19 $0.07 Difference $0.08 $0.06 $0.10 $0.07 $0.00 % Surprise 36.= +36% 21.43% 26.32% 58.33% 0.00% Earnings Growth Last 5 Years This Fiscal = +Year Next Fiscal Year Ave Est Next 5 Years P/E (FY 2001) PEG Ratio CPN Indu= +stry Rank: 3 of 94 N/A 69.05% 27.74% 35.14% 22.71 0.65 INDUSTRY UTIL-ELEC = +PWR 4.30% 10.10% 8.80% 9.80% 15.90 3.50 SECTOR UTILITIES -8.86%= + -17.87% 41.24% 13.17% 17.74 3.10 S&P 500 8.40% -4.20% 14.60% 17.00% 22.15 = +1.31 Long-term Growth Avg Est High Est Low Est Estimates CPN 35.14% 50= +.00% 20.00% 11 Covering Analysts: View History ABN AMRO Argu= +s Research Banc of America Bear Stearns Burnham Securities CIBC Wor= +ld Markets CSFB Credit Lyonnais Deutsche Bank Gerard Klauer Mattiso= +n ING Barings Lehman Brothers Merrill Lynch Morgan Stanley, DW Ra= +ymond James Salomon Smith Barney Warburg Dillon Reed Zacks All resea= +rch data provided by Zacks Investment Research. Net EarningsEarnings da= +ta provided by Net Earnings Corporation , the leading provider of future f= +inancial information and calendars. =09 + +? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact us = + | webmaster | site map privacy policy | terms of service " +"allen-p/deleted_items/201.","Message-ID: <30411309.1075858635685.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 11:37:20 -0700 (PDT) +From: capcon@gmu.edu +Subject: FERC Special Meetings on Friday 10/26/01 and Monday 10/29/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Capitol Connection @ENRON +X-To: (Recipient list suppressed)@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The Capitol Connection is pleased to announce that it will broadcast (via +the internet and telephone Only) the following Federal Energy Regulatory +Commission Special Meetings: + +Friday, October 26, 9.30 a.m. ET +Topic: Interstate Natural Gas Facility Planning Seminar, Presentation of +Staff Findings + +Monday, October 29, 1:00 p.m. ET +Topic: Technical Conference Concerning West-Wide Price Mitigation for +Winter Season & Procedures for seeking participation + +If you have an annual subscription to the Capitol Connection internet +service, these meetings are included in the annual fee. Please contact us +if you are interested in signing up for either of these meetings or want to +get an annual subscription to our internet service. + +The Capitol Connection offers FERC meetings live via the Internet, as well +as via Phone Bridge, and satellite, please visit our website at +www.capitolconnection.org. or send e-mail to capcon@gmu.edu for more +information. If there is a meeting you are interested in receiving, please +call 703-993-3100. + +David Reininger + + +Meeting dates and times are subject to change without notice. For current +information, you can go to our website at www.capitolconnection.org and +select the FERC link or you can go to the FERC web page at www.ferc.fed.us. +The FERC Office of the Secretary can be reached at 202.208.0400. + +" +"allen-p/deleted_items/202.","Message-ID: <21773406.1075858635711.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 09:50:18 -0700 (PDT) +From: m..tholt@enron.com +To: k..allen@enron.com +Subject: RE: FERC Special Meetings on Friday 10/26/01 and Monday 10/29/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tholt, Jane M. +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +thank you. + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, October 25, 2001 7:18 AM +To: Tholt, Jane M. +Subject: FW: FERC Special Meetings on Friday 10/26/01 and Monday 10/29/01 + + + + -----Original Message----- +From: Capitol Connection >@ENRON +Sent: Wednesday, October 24, 2001 11:37 AM +To: (Recipient list suppressed)@ENRON +Subject: FERC Special Meetings on Friday 10/26/01 and Monday 10/29/01 + +The Capitol Connection is pleased to announce that it will broadcast (via +the internet and telephone Only) the following Federal Energy Regulatory +Commission Special Meetings: + +Friday, October 26, 9.30 a.m. ET +Topic: Interstate Natural Gas Facility Planning Seminar, Presentation of +Staff Findings + +Monday, October 29, 1:00 p.m. ET +Topic: Technical Conference Concerning West-Wide Price Mitigation for +Winter Season & Procedures for seeking participation + +If you have an annual subscription to the Capitol Connection internet +service, these meetings are included in the annual fee. Please contact us +if you are interested in signing up for either of these meetings or want to +get an annual subscription to our internet service. + +The Capitol Connection offers FERC meetings live via the Internet, as well +as via Phone Bridge, and satellite, please visit our website at +www.capitolconnection.org . or send e-mail to capcon@gmu.edu for more +information. If there is a meeting you are interested in receiving, please +call 703-993-3100. + +David Reininger + + +Meeting dates and times are subject to change without notice. For current +information, you can go to our website at www.capitolconnection.org and +select the FERC link or you can go to the FERC web page at www.ferc.fed.us . +The FERC Office of the Secretary can be reached at 202.208.0400. + +" +"allen-p/deleted_items/203.","Message-ID: <1009399.1075858635734.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 09:53:45 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: ENE Downgraded by Banc of America +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - ENE Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Enron Corp (ENE) Date Brokerage Firm Action Details 10/25/2001 Banc = +of America Downgraded to Mkt Perform from Strong Buy 10/24/2001 Prude= +ntial Securities Downgraded to Sell from Hold 10/24/2001 J.P. Morgan = + Downgraded to Lt Buy from Buy 10/24/2001 First Albany Downgraded to = +Buy from Strong Buy 10/22/2001 Prudential Securities Downgraded to Ho= +ld from Buy 10/19/2001 A.G. Edwards Downgraded to Hold from Buy 1= +0/16/2001 Merrill Lynch Upgraded to Nt Accum from Nt Neutral 10/09/200= +1 Merrill Lynch Upgraded to Nt Neutral/Lt Buy from Nt Neutral/Lt Accum = + 10/04/2001 A.G. Edwards Downgraded to Buy from Strong Buy 09/26/2001= + A.G. Edwards Upgraded to Buy from Accumulate 09/10/2001 BERNSTEIN U= +pgraded to Outperform from Mkt Perform 08/15/2001 Merrill Lynch Downgr= +aded to Nt Neut/Lt Accum from Nt Buy/Lt Buy 06/22/2001 A.G. Edwards U= +pgraded to Accumulate from Maintain Position 12/15/2000 Bear Stearns C= +overage Initiated at Attractive 07/19/2000 Paine Webber Upgraded to Bu= +y from Attractive 04/13/2000 First Union Capital Upgraded to Strong Bu= +y from Buy 04/13/2000 Salomon Smith Barney Coverage Initiated at Buy = + 04/05/2000 Dain Rauscher Wessels Upgraded to Strong Buy from Buy 04/= +05/2000 First Union Capital Coverage Initiated at Buy Briefing.com = +is the leading Internet provider of live market analysis for U.S. Stock, U.= +S. Bond and world FX market participants. ? 1999-2001 Earnings.com, Inc.,= + All rights reserved about us | contact us | webmaster | site map pr= +ivacy policy | terms of service =09 +" +"allen-p/deleted_items/204.","Message-ID: <19990294.1075858635779.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 09:36:17 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Reminder: JDSU Q1 Earnings Announcement on October 25, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - JDSU Earnings Detail +Earnings.com =09[IMAGE] =09 +=09 JDS Uniphase Corporation(JDSU) [IMAGE] View Today's Earni= +ngs Announcements Earnings Date Upcoming Announcement October 25, 20= +01 AFTER MARKET Add This Event To My Calendar Upcoming Conference Ca= +ll October 25, 2001 4:30PM [IMAGE] Add This Event To My Calendar Last Con= +ference Call July 26, 2001 4:30PM Click To Listen Note: All times are E= +astern Standard Time (EST) Consensus EPS Estimate This Qtr Jun 2001 Nex= +t Qtr Sep 2001 This Fiscal Year Jun 2001 Next Fiscal Year Jun 2002 Avg Esti= +matem (mean) $0.01 $0.01 $0.50 $0.13 # of Estimates 18 27 35 34 Low Estimat= +e -$0.08 -$0.03 $0.34 $0.00 High Estimate $0.03 $0.06 $0.57 $0.35 Year Ago = +EPS $0.14 $0.18 $0.42 $0.50 EPS Growth -92.46% -92.18% 18.78% -73.12% Qu= +arterly Earnings Mar 2001 Dec 2000 Sep 2000 Jun 2000 Mar 2000 Estimate EPS = +$0.14 $0.20 $0.16 $0.12 $0.10 Actual EPS $0.14 $0.21 $0.18 $0.14 $0.11 Diff= +erence $0.00 $0.01 $0.02 $0.02 $0.01 % Surprise 0.00% 5.00% 12.50% 16.67% 1= +0.00% Earnings Growth Last 5 Years This Fiscal Year Next Fiscal Year Ave= + Est Next 5 Years P/E (FY 2001) PEG Ratio JDSU Industry Rank: 75 of 129 67.= +80% 18.78% -73.12% 30.38% 22.67 0.75 INDUSTRY TELECOMM EQUIP 13.20% -7.10%= + 30.70% 29.30% 14.75 0.59 SECTOR COMPUTER AND TECHNOL -20.96% -56.15% 96.12= +% 29.05% 15.05 0.67 S&P 500 8.40% -4.20% 14.60% 17.00% 22.15 1.31 Long-t= +erm Growth Avg Est High Est Low Est Estimates JDSU 30.38% 55.00% 18.00% = + 16 Covering Analysts: View History ABN AMRO Adams Harkness = +Argus Research Banc of America Branch Cabell CIBC World Markets CSF= +B Chase H&Q Credit Lyonnais Dain Rauscher Wessels Deutsche Bank E= +dward D. Jones Epoch Partners FS Van Kasper First Union Capital Gol= +dman Sachs Jeffries and Company Lehman Brothers McDonald Investments = + Merrill Lynch Morgan Stanley, DW National Bank Pershing Raymond J= +ames Robertson Stephens S G Cowen Salomon Smith Barney Sands Brothe= +rs Sprott Securities Thomas Weisel Unterberg Towbin Us Bancorp PJ = + W.R. Hambrecht Wachovia Securities Warburg Dillon Reed William Blair= + Wit Capital Yorkton Securities Zacks All research data provided by = + Zacks Investment Research. Net EarningsEarnings data provided by Net E= +arnings Corporation , the leading provider of future financial information = +and calendars. =09 + +? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact us = + | webmaster | site map privacy policy | terms of service " +"allen-p/deleted_items/205.","Message-ID: <29912148.1075858635831.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 06:31:57 -0700 (PDT) +From: arsystem@mailman.enron.com +To: approval.eol.gas.traders@enron.com +Subject: Request Submitted: Access Request for lisa.vitali@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: approval.eol.gas.traders@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +You have received this email because you are listed as a data approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000070920&Page=Approval to review and act upon this request. + + + + +Request ID : 000000000070920 +Request Create Date : 10/25/01 8:31:54 AM +Requested For : lisa.vitali@enron.com +Resource Name : EOL US NatGas Execute Website ID(Trader Access - Website) +Resource Type : Applications + + + +" +"allen-p/deleted_items/206.","Message-ID: <20983788.1075858635854.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 11:30:21 -0700 (PDT) +From: sprint@info.iwon.com +To: pallen@enron.com +Subject: 500 more chances to double your winnings! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Sprint@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] + [IMAGE] + Choose ... Sprint 7? AnyTimeSM Online, the new plan for the online community that gives you the option to reduce or eliminate your monthly fee. [IMAGE] And we'll ... [IMAGE] [IMAGE] Double the amount of your future iWon awards, up to $20,000. [IMAGE] Give you 500 more chances to win -- every month -- including the $25 million grand prize.* [IMAGE] +[IMAGE] [IMAGE] + [IMAGE] + [IMAGE] [IMAGE][IMAGE] + ------------------------------------------------------------------------------------------------------------------------------------------- + Forgot your member name? It is: PALLEN70 Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreedto receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. 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For Official Rules and details on alternative means of entry please Click Here .[IMAGE] +" +"allen-p/deleted_items/207.","Message-ID: <17457102.1075858635876.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 14:18:56 -0700 (PDT) +From: leanne@integrityrs.com +To: leanne@integrityrs.com +Subject: Single Tenant Properties +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Leanne @ENRON +X-To: leanne@integrityrs.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Wanted single tenant, industrial, retail office or office warehouse properties +Buyer needs to complete a 1031 exchange + +Criteria +$1,000,000 to $7,000,000 +Anywhere in Texas. +Tenants must be credited. +Leases must have at least seven years left. +Nine cap or better. +Will accept two or three tenant properties. +Please fax, phone, mail or email all possibilities to: + +Joe Linsalata (512) 327-5000 +Thank you, +Joe Linsalata +Integrity Realty Services +205 South Commons Ford Road, No.1 +Austin, Tx 78733-4004 +Office: 512.327.5000 +Fax: 512.327.5078 +email: joe@integrityrs.com +large email's: integrity1@austin.rr.com +========================================================== +IF YOU WISH TO NO LONGER RECEIVE EMAILS FROM ME PLEASE REPLY +TO THIS EMAIL MESSAGE AND I WILL REMOVE YOUR EMAIL. THANKS. +==========================================================" +"allen-p/deleted_items/208.","Message-ID: <1574486.1075858635899.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 12:33:44 -0700 (PDT) +From: members@realmoney.com +To: members@realmoney.com +Subject: Are you in the top 20? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: members@realmoney.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +Dear Investor: + +Curious if you are among the best of the traders? +Well now you can find out. On November 5th, at the +open of the market, some of the top traders nationwide +will come together to compete for cash and glory in +TheStreet.com's Trading Game. The cost of admission +is $250. + +Click here to enter anytime before November 5th, and the +first 20 players to signup get a FREE month of Action +Alerts PLUS: + +http://www.marketplayer.com/tsc/index.html?sponsor_tag=tsc01 + +With $14,700 in weekly cash prizes you won't want to +miss out on this opportunity. The game will run for +one week and the trades will be executed and posted +in real-time. The top 20 players will win cash prizes +and if you are ranked first among the best of the best, +you'll be granted the GRAND prize of $5,000! + +Click here to trade for $5,000: + +http://www.marketplayer.com/tsc/index.html?sponsor_tag=tsc01 + +As a member of TheStreet.com, we would like to invite +you to test your trading strategies and learn from other +elite traders -- all player portfolios are transparent. +We will be covering the action during the trading week +through daily analysis and commentary of top performers. +Now is the time to do it. So good luck and +may the best trader win! + +Click here to learn more: + +http://www.marketplayer.com/tsc/index.html?sponsor_tag=tsc01 + + +----------------------------------------------------------- +This email has been sent to you by TheStreet.com because +you are a current or former subscriber (either free-trial +or paid) to one of our web sites, http://www.thestreet.com/or +http://www.realmoney.com/. If you would prefer not to receive +these types of emails from us in the future, please click here: +http://www.thestreet.com/z/unsubscribe.jhtml?Type=M If you are +not a current or former subscriber, and you believe you received +this message in error, please forward this message to +members@realmoney.com, or call our customer service department +at 1-800-562-9571. + +Please be assured that we respect the privacy of our +subscribers. To view our privacy policy, please +click here: http://www.thestreet.com/tsc/about/privacy.html" +"allen-p/deleted_items/209.","Message-ID: <21496161.1075858635932.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 14:16:32 -0700 (PDT) +From: no.address@enron.com +To: k..allen@enron.com +Subject: Expense +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Miller, Don (Asset Mktg) +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I think I still owe someone for that awesome video we made. How much and who? + +Thanks, + +Don" +"allen-p/deleted_items/21.","Message-ID: <32802622.1075855375129.JavaMail.evans@thyme> +Date: Tue, 25 Dec 2001 19:33:44 -0800 (PST) +From: postmaster@glmail2.networkpromotion.com +To: pallen@enron.com +Subject: Confirm your delivery arrangements, open now! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Motorola TalkAbouts @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +2 Free Motorola Talkabout, Two-Way Radios! + +[IMAGE] [IMAGE] PHILLIP + [IMAGE] [IMAGE] + [IMAGE] PHILLIP + + It's a lucky thing I am able to reach you. PHILLIP, I've got some very important FREE* information for you. It's about 2 FREE* Motorola Talkabout, Two-Way Radios! I want to hear from you at once. In fact I believe it's so important I'm going to give you 2 Motorola Talkabouts, for FREE*! Click here now! Listen, I want to be in contact with you so badly, because I believe there may be important information for you. Be sure to click here now to find out how you can get your 2 FREE* Motorola, Talkabouts, absolutely FREE*! + + Click here right now! I want you to hear the news regarding your 2 FREE* Motorola Talkabout, Two-Way Radios. Click here right away! You are entitled to receive the Talkabouts, valued at $100.00 for FREE* just by becoming a Sprint long distance customer. With the Sprint 7? AnyTimeSM Online plan, you can get 7? per minute state-to-state calling, with no monthly fee**. Simply remain a customer for 90 days, complete the redemption certificate you will receive by mail, and we will send you your Deluxe Motorola TalkAbout, Two-Way Radios for FREE*. Act now ! [IMAGE] + [IMAGE] First Name: PHILLIP Email: PALLEN@ENRON.COM Expires: 01/14/02 [IMAGE] [IMAGE] [IMAGE] [IMAGE] FREE* TO PHILLIP FEATURES: 14 FRS Channels 31 Segment LCD Display Icons Talk Confirmation Tone Option Audio Accessory Connector Lock Button Audible Cell Alert Time Out Timer Transmit LED Backlit LCD Display + *Requires change of state-to-state long distance carrier to Sprint, remaining a customer for 90 days and completion of redemption certificate sent by mail. ** When you select all online options such as online ordering, online bill payment, online customer service and staying a Sprint customer, you reduce your monthly recurring charge and save $5.95 every month. Promotion excludes current Sprint customers. +" +"allen-p/deleted_items/210.","Message-ID: <5422144.1075858635955.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 14:05:08 -0700 (PDT) +From: renee.ratcliff@enron.com +To: k..allen@enron.com +Subject: RE: Distribution Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ratcliff, Renee +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +The Social Security and Medicare tax has been previously withheld on your deferral. You would be subject to only Federal Income Tax withholding on the distribution. I checked with my director (Pam Butler) on your question about recouping taxes already paid. It is my understanding that you cannot recoup these taxes. + +Thanks, + +Renee + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, October 25, 2001 3:42 PM +To: Ratcliff, Renee +Subject: RE: Distribution Form + + +Renee, + +Thank you for the forms. I am trying to estimate my tax obligation. It is my understanding that the account balance will be treated as ordinary income. What about Social Security and Medicare taxes? I thought those were already deducted. Also, the are no earnings on the deferrals I have made. On the contrary, there are losses. Is it possible to recoup any taxes paid? + +Thanks for you help. + +Phillip + -----Original Message----- +From: Ratcliff, Renee +Sent: Thursday, October 25, 2001 12:05 PM +To: Allen, Phillip K. +Subject: Distribution Form + +Phillip, + +Pursuant to your request, please see the attached. + +Thanks, + +Renee + + << File: Request For Distribution_1994 Plan.doc >> << File: Request for Distribution Procedures_1994 Plan.doc >> " +"allen-p/deleted_items/211.","Message-ID: <29696622.1075858635982.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 14:41:54 -0700 (PDT) +From: no.address@enron.com +Subject: Weekend Outage Report for 10-26-01 through 10-28-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 26, 2001 5:00pm through October 29, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +3 ALLEN CENTER POWER OUTAGE: +Time: Sat 10/27/2001 at 4:00:00 PM CT thru Sat 10/27/2001 at 8:00:00 PM CT + Sat 10/27/2001 at 2:00:00 PM PT thru Sat 10/27/2001 at 6:00:00 PM PT + Sat 10/27/2001 at 10:00:00 PM London thru Sun 10/28/2001 at 2:00:00 AM London +From 4:00 - 8:00 p.m., Trizechan Properties has scheduled a shutdown of all electrical service at 3 Allen Center. Enron Network Services will power down the 3AC network infrastructure between 3:30-4:00. There will be no 3 Allen Center network access during the electrical maintenance and the outage will continue until ENS is able to power up all of the networking devices. +All 3AC and 2AC employees will have no telephone or voicemail service during outage period. When power is restored to building, systems will be powered back up and telco services tested for dial tone and connectivity. +If you need access to 3AC anytime that Saturday, you will need to contact Trizechan Properties beforehand with your security information (Jael Olson at 713-336-2300). Anyone who attempts to enter the building on Saturday that is not on the list will be denied access. + + + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: +Impact: CORP +Time: Sat 10/27/2001 at 11:00:00 PM CT thru Sun 10/28/2001 at 4:00:00 AM CT + Sat 10/27/2001 at 9:00:00 PM PT thru Sun 10/28/2001 at 2:00:00 AM PT + Sun 10/28/2001 at 5:00:00 AM London thru Sun 10/28/2001 at 10:00:00 AM London +Outage: EDI_QA disk re-org +Environments Impacted: EES +Purpose: Improve disk utilization for future expansion. +Backout: Assign back to original disks. +Contact(s): John Kratzer 713-345-7672 + +EES: +Impact: EES +Time: Sat 10/27/2001 at 6:00:00 PM CT thru Sun 10/28/2001 at 12:00:00 AM CT + Sat 10/27/2001 at 4:00:00 PM PT thru Sat 10/27/2001 at 10:00:00 PM PT + Sun 10/28/2001 at 12:00:00 AM London thru Sun 10/28/2001 at 6:00:00 AM London +Outage: Migrate EESHOU-FS1to SAN +Environments Impacted: EES +Purpose: New Cluster server is on SAN and SAN backups +This will provide better performance, server redundancy, and backups should complete without problems. +Backout: Take new server offline, +Bring up old servers +change users profiles back to original settings. +Contact(s): Roderic H Gerlach 713-345-3077 + +EI: +Impact: All servers in 3AC floors 17 and 35: List provided below +Time: Sat 10/27/2001 at 3:00:00 PM CT thru Sat 10/27/2001 at 9:00:00 PM CT + Sat 10/27/2001 at 1:00:00 PM PT thru Sat 10/27/2001 at 7:00:00 PM PT + Sat 10/27/2001 at 9:00:00 PM London thru Sun 10/28/2001 at 3:00:00 AM London +Outage: 3AC list of Server affected by outage +Environments Impacted: EI +Purpose: There will be a complete power outage for the entire Three Allen Center Building. +Backout: No back out plan. +Contact(s): Tino Valor 713-853-7767 + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: No Scheduled Outages. + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: No Scheduled Outages. + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: +Impact: CORP +Time: Fri 10/26/2001 at 7:00:00 PM CT thru Fri 10/26/2001 at 9:00:00 PM CT + Fri 10/26/2001 at 5:00:00 PM PT thru Fri 10/26/2001 at 7:00:00 PM PT + Sat 10/27/2001 at 1:00:00 AM London thru Sat 10/27/2001 at 3:00:00 AM London +Outage: Reboot HR-DB-4 to add new disks +Environments Impacted: All +Purpose: We need to remove the old arrays because of reliability issues. +Backout: Connect the old arrays back to DB-4 and reboot. +Contact(s): Brandon Bangerter 713-345-4904 + Mark Calkin 713-345-7831 + Raj Perubhatla 713-345-8016 281-788-9307 + +Impact: CORP +Time: Sun 10/28/2001 at 1:45:00 AM CT thru Sun 10/28/2001 at 2:15:00 AM CT + Sat 10/27/2001 at 11:45:00 PM PT thru Sun 10/28/2001 at 12:15:00 AM PT + Sun 10/28/2001 at 7:45:00 AM London thru Sun 10/28/2001 at 8:15:00 AM London +Outage: sysAdmiral Outage +Environments Impacted: Corp +Purpose: There is a possible bug in sysAdmiral when clocks adjust for daylight saving time, This is a precaution to take the system own during this time to prevent any possible problems that may occur. +Backout: We are only taking the services down on these machines no patches or upgrades, do not expect to see any problems. We expect the software company to be online provided we see any problems when we bring the systems back up. +Contact(s): Ryan Brennan 713-853-4545 + Brian Lindsay 713-853-6225 + Bruce Smith 713-853-6551 + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: +Impact: +Time: Sat 10/27/2001 at 4:00:00 PM CT thru Sat 10/27/2001 at 8:00:00 PM CT + Sat 10/27/2001 at 2:00:00 PM PT thru Sat 10/27/2001 at 6:00:00 PM PT + Sat 10/27/2001 at 10:00:00 PM London thru Sun 10/28/2001 at 2:00:00 AM London +Outage: Power Down Lucent Switch & Voicemail @ 3AC +Environments Impacted: All +Purpose: Scheduled power outage by 3AC Building Management. +Backout: +Contact(s): Cynthia Siniard 713-853-0558 + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +---------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager] +" +"allen-p/deleted_items/212.","Message-ID: <22514860.1075858636017.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 23:24:10 -0700 (PDT) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Grab a seat, and join me for my dinner with Bill Gates +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +GRAB A SEAT, AND JOIN ME FOR MY DINNER WITH BILL GATES + + On the eve of Windows XP's launch, I joined + 14 other journalists for a private dinner + with the chairman and chief software architect + of Microsoft. We had one thing in common: When + Bill talks, we write about it. And on this night + he was talking, and just to us. Here's part + one of what Bill had to say. + +http://cgi.zdnet.com/slink?/adeskb/adt1026/2820297:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + WILL THE PATRIOT ANTI-TERRORIST BILL BETRAY US? + + A new anti-terrorism law, which significantly + expands law enforcement powers, is + speeding into law. So now we'll see: + Whether Congress, with our assent, + acted wisely or whether we allowed fear + to lead us astray. + + PLUS: + + HEY, DON'T OVERLOOK THIS: NEW LINUX + UPGRADES, TOO + + DAIMLERCHRYSLER TALKS UP 'TELEMATICS' + + +http://cgi.zdnet.com/slink?/adeskb/adt1026/2820322:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Greg Shultz + + WANT TO TRANSFER YOUR OLD FILES TO WINDOWS XP? NO + SWEAT! + + Moving files and settings from your old computer + to your new XP system doesn't have to take all + day--if you follow these guidelines. Greg + leads you step-by-step through the entire + process. + + +http://cgi.zdnet.com/slink?/adeskb/adt1026/2820277:8593142 + + + > > > > > + + +John Morris and Josh Taylor + + BEYOND THE HYPE: SEE WHAT XP HAS TO OFFER IN OUR FULL + REVIEW + + The birth of Microsoft's newest operating + system was arguably the most-hyped OS launch + all of time. What's behind the noise? Josh + and John offer up an in-depth look at Windows + XP, along with a roundup of this week's reviews. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1026/2820306:8593142 + + + > > > > > + + +David Berlind + + SERIOUS ABOUT SECURITY? BETTER DOUBLE YOUR OPTIONS + + Think user IDs and passwords are adequate? + Think again. Those single-factor security + systems are quite vulnerable. Add a second + element, such as an ID card, and the solution's + more secure. David looks at the promise--and + the difficulties--of two-factor security. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1026/2820266:8593142 + + + > > > > > + + +Preston Gralla + + NO MORE PLAIN JANE! 3 EASY WAYS TO JAZZ UP YOUR WEB + SITE + + Everyone wants a great-looking Web site. + But not everyone can create snazzy animations, + images, and menus. Worry not. Preston rounds + up 3 easy-to-use programs that will make your + site sing. + + +http://cgi.zdnet.com/slink?/adeskb/adt1026/2820253:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +EMC CHANGING TACK +http://www.zdnet.com/techupdate/stories/main/0,14179,2819328,00.html + + +RED CROSS SOLICITATION IS A TROJAN HORSE +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/products/stories/reviews/0,4161,2819741,00.html + +WHAT'S THE FUTURE OF LINUX? +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/main/0,14179,2819787,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Get FREE downloads for IT pros at TechRepublic +http://cgi.zdnet.com/slink?153975:8593142 + +Need a new job? Browse through over 90,000 tech job listings. +http://cgi.zdnet.com/slink?153976:8593142 + +eBusiness Update: Content Management systems grow up. +http://cgi.zdnet.com/slink?153977:8593142 + +Access your computer from anywhere with GoToMyPC. +http://cgi.zdnet.com/slink?153978:8593142 + +Check out the latest price drops at Computershopper.com. +http://cgi.zdnet.com/slink?153979:8593142 + +************************************************************* + + + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/213.","Message-ID: <13925420.1075858636053.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 21:54:55 -0700 (PDT) +From: no.address@enron.com +Subject: Important Announcement Regarding Document Preservation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jim Derrick@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +As you know, Enron, its directors, and certain current and former officers are defendants in litigation in Federal and State court involving the LJM partnerships. + +Enron has employed counsel and they will represent Enron and its interests in the litigation. + +Under the Private Securities Litigation Reform Act, we are required to preserve documents that might be used in the litigation. + +Accordingly, our normal document destruction policies are suspended immediately and shall remain suspended until further notice. + +Please retain all documents (which include handwritten notes, recordings, e-mails, and any other method of information recording) that in any way relate to the Company's related party transactions with LJM 1 and LJM 2, including, but not limited to, the formation of these partnerships, any transactions or discussions with the partnerships or its agents, and Enron's accounting for these transactions. + +You should know that this document preservation requirement is a requirement of Federal law and you could be individually liable for civil and criminal penalties if you fail to follow these instructions. + +You should know that Enron will defend these lawsuits vigorously. In the meantime, you should not discuss matters related to the lawsuits with anyone other than the appropriate persons at Enron and its counsel. + +If you have any questions, please contact Jim Derrick at 713-853-5550. + +" +"allen-p/deleted_items/214.","Message-ID: <2386080.1075858636077.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 21:43:45 -0700 (PDT) +From: no.address@enron.com +Subject: IMPORTANT-To All Domestic Employees who Participate in the Enron + Corp Savings Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Corporate Benefits@ENRON +X-To: All Enron Employees United States Group@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +If you are a participant in the Enron Corp. Savings Plan, please read this very important message. + +We understand that you are concerned about the timing of the move to a new Savings Plan administrator and the restricted access to your investment funds during the upcoming transition period scheduled to take place beginning at 3:00PM CST on October 26 and ending at 8:00AM CST on November 20. + +We have been working with Hewitt and Northern Trust since July. We understand your concerns and are committed to making this transition period as short as possible without jeopardizing the reconciliation of both the Plan in total or your account in particular. + +Remember that the Enron Corp. Savings Plan is an investment vehicle for your long-term financial goals. The Enron plan will continue to offer a variety of investment opportunities with different levels of risk. + +As always, we advise you to review your overall investment strategy and carefully weigh the potential earnings of each investment choice against its risk before making investment decisions that are aligned with your long-term financial plans and your risk tolerance. + +For that reason, it is critical that ALL trades among your investment funds be completed by 3:00 PM CST Friday, October 26 before the transition period begins." +"allen-p/deleted_items/215.","Message-ID: <5305853.1075858636111.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 21:15:31 -0700 (PDT) +From: exclusive_ofers@sportsline.com +To: pallen@enron.com +Subject: Win a Vegas Vacation MEGA Auction and Get $500 in Chips! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""CBS SportsLine.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + =09 + + +[IMAGE]=09 + + + =09 =09 =09 + + + =09 =09Get the Best of the Las Vegas Strip for Pennies on the Dollar! 10= +0 Vegas Vacations up for auction with bids starting at $1. Get in on this u= +ltimate gamblers package today. Spend 4 Days in Vegas at Your Choice of one= + of the following resorts: Bally's Resort & Casino, Flamingo Resort & Casin= +o, Stardust Hotel & Casino, Riviera Hotel & Casino. Here's the best part= +: Get your bid in early and win a free upgrade to the Aladdin Resort & Casi= +no + $500 in chips! Click here to learn more. Say Goodbye to your tr= +avel agent forever: With over 1,000,000 products up for auction daily, t= +op-level customer support, bids starting at $9, manufacturer warranties on = +the name brands you know and trust, uBid is the Online Auction buyers Super= +site of choice. Check out some other recent WINNING travel auctions... = + 3 Days in St. Maarten for $69, American Tourister Carry-On Lug= +gage Set for $99 Carnival 7-Night Triumph Cruise for $499. Sign-up= + and Bid Today HOT DEALS THIS WEEK Celebrity Cruises 7 Nt Western Cari= +bbean Cruise -- Starting at $9 Targus, Samsonite and American Tourister Lu= +ggage -- Starting at $9 Orlando/Disney 3,4 and 7 Vacations -- Starting at= + $9 About uBid: Trust, as they say, is earned. Since 1997 uBid ha= +s been the number one Auction site for major brand name products from leadi= +ng manufacturers like Compaq, Dell, Hewlett Packard, JVC and Sony. If you h= +ave a problem or question, our customer service team is available via email= + around-the-clock, 24 hours a day, 7 days a week. The majority of items are= + inventoried and shipped from uBid's own warehouse. uBid carries the BBB On= +line seal, and is also an AOL Certified Merchant. So, start shopping at uB= +id.com and never pay retail again! Note: Some auctions listed may have cl= +osed as inventory levels change daily You received this e-mail because y= +ou registered on CBS SportsLine.com. If you do not want to receive these sp= +ecial e-mail offers you can unsubscribe by clicking this link: http://www.s= +portsline.com/u/newsletters/newsletter.cgi?email=3Dpallen@enron.com or by r= +eplying to this message with ""unsubscribe"" in the subject line. You are sub= +scribed as pallen@enron.com. Although we are sending this e-mail to you, S= +portsLine.com is not responsible for the advertisers' content and makes no = +warranties or guarantees about the products or services advertised. SportsL= +ine.com takes your privacy seriously. To learn more about SportsLine.com's= + use of personal information, please read our Privacy Statement. =09 =09 = +=09 + + +[IMAGE]=09 +" +"allen-p/deleted_items/216.","Message-ID: <21353466.1075858636166.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 21:13:24 -0700 (PDT) +From: no.address@enron.com +Subject: Upcoming Wellness Activities +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Wellness@ENRON +X-To: All Enron Downtown@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +CPR and First Aid Certification +CPR and First Aid certification is being offered on Thursday, November 15, 2001, from 1:30 p.m. - 5:30 p.m. in the Body Shop, Studio B. Cost is $10 for employees and EDS; $40 for contractors. To register or for more information contact mailto:wellness@enron.com. Registration deadline is Monday, November 12. + +Mammogram Screening +The M. D. Anderson Mobile Mammography van will be at Enron November 12-16, 2001, from 8 a.m. - 4 p.m. Cost is $25 for Enron employees, spouses, retirees and EDS; $85 for Contractors. Payment must be made by check or money order ONLY, payable to Enron Corp., and is due at time of service. NO CASH WILL BE ACCEPTED. Appointments can be made by calling 713-745-4000. For more information about M. D. Anderson's mobile mammography program: http://www.mdanderson.org/Departments/MobileMamm/dIndex.cfm?pn=29C87A2E-B66A-11D4-80FB00508B603A14. + +Please consider adding an extra $1 to the mammogram cost for The Rose. The Rose is a non-profit organization that provides mammograms to women without access to medical insurance. http://www.the-rose.org/. Other inquiries can be directed to: mailto:wellness@enron.com. " +"allen-p/deleted_items/218.","Message-ID: <22332709.1075858636225.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 16:06:57 -0700 (PDT) +From: no.address@enron.com +Subject: Enron Net Works and Enron Global Strategic Sourcing announce new + procedure for using 800-97-Enron telephone number +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Derryl Cleaveland.@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +As you know, Enron Net Works (ENW) and Enron Global Strategic Sourcing (GSS) recently executed a two-year agreement, whereby MCI WorldCom would serve as Enron's primary telecommunications provider. In our previous communication, we indicated that we would provide you with more detailed information as it became available. + +Beginning Friday, October 26, 2001 at 9 a.m. C.S.T, the procedure for calling Enron's Houston offices from international locations, excluding Canada, using the 800-97-Enron phone number will change. The new procedure is as follows: + +1. Please dial the WorldPhone International Access number for the country where you are located (country access code), which is available on the attached wallet card, accessible through the following link: http://home.enron.com:84/messaging/mciannouncement.doc. +2. You will then be prompted for your PIN number. Since calling cards and pin numbers are not required to use this service, all users should respond by dialing 1-800-97-ENRON or 1-800-973-6766. +3. You will then be asked to enter your destination. Please dial 0-800-97-Enron (800-973-6766) to reach Enron's corporate offices in Houston. + +This procedure can only be used to call 800-97-Enron from WorldPhone International locations. If you are calling from the U. S. or Canada, please continue to dial 1-800-97-ENRON. + +If you have questions regarding commercial aspects of this agreement, please feel free to contact Tom Moore, GSS senior contract manager at 713-345-5552. For technical issues, please contact Hasan Imam, ENW IT manager at 713-345-8525. + " +"allen-p/deleted_items/219.","Message-ID: <5977904.1075858636257.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 17:46:36 -0700 (PDT) +From: store-news@amazon.com +To: pallen@enron.com +Subject: Save up to 40% on Books, Music, and Movies +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] [IMAGE] + + +Search Amazon.com for: We hope you enjoyed receiving this message. However, if you'd rather not receive future e-mails of this sort from Amazon.com, please visit your Amazon.com account page . In the Personal Information box under the Account Settings heading, click the ""Update your communication preferences"" link. + Please note that this e-mail was sent to the following address: pallen@enron.com + + +[IMAGE]" +"allen-p/deleted_items/22.","Message-ID: <14355965.1075855375153.JavaMail.evans@thyme> +Date: Tue, 25 Dec 2001 17:17:05 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 55 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/220.","Message-ID: <8664479.1075858636279.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 17:27:12 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 11 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/225.","Message-ID: <27688844.1075858636413.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 15:58:50 -0700 (PDT) +From: michelle.akers@enron.com +To: k..allen@enron.com, eric.bass@enron.com, anne.bike@enron.com, + frank.ermis@enron.com, email <.gasdaily@enron.com>, l..gay@enron.com, + mike.grigsby@enron.com, keith.holst@enron.com, + email <.kdoole@enron.com>, f..keavey@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + email <.liane@enron.com>, email <.mhenergy@enron.com>, + email <.mike@enron.com>, email <.ngw@enron.com>, + email <.phillip@enron.com>, email <.prices@enron.com>, + email <.prices@enron.com>, jay.reitmeyer@enron.com, + monique.sanchez@enron.com, m..scott@enron.com, p..south@enron.com, + m..tholt@enron.com +Subject: November Baseload Transactions for Enron West Desk as of 10/25/2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Akers, Michelle +X-To: Allen, Phillip K. , Bass, Eric , Bike, Anne , Ermis, Frank , GasDaily (email) , Gay, Randall L. , Grigsby, Mike , Holst, Keith , kdoole - Publication Distribution (email) , Keavey, Peter F. , Kuykendall, Tori , Lenhart, Matthew , Liane Kucher (email) , mhenergy - Publication Distribution (email) , Mike Grigsby @ home (email) , NGW Publication (email) , Phillip Allen - Home (email) , Prices - Intelligence Press (email) , Prices - L Kuch (email) , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , South, Steven P. , Tholt, Jane M. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + + +***** Please be advised that this information is confidential and proprietary. We ask that this confidential information be treated as such, in accordance with applicable laws and regulations governing disclosure of confidential information by gas marketers such as Enron." +"allen-p/deleted_items/226.","Message-ID: <33548853.1075858636440.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 15:31:15 -0700 (PDT) +From: ei_editor@ftenergy.com +To: einsighthtml@listserv.ftenergy.com +Subject: Boosting the capacity of the SPR +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor @ENRON +X-To: EINSIGHTHTML@LISTSERV.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +=20 +[IMAGE]=09 + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] Updated: Oct. 26, 2001 [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Boosting the capacity of= + the SPR Energy policy may be the culprit that derails the current unity o= +f the nation's lawmakers. Debates about oil imports, Alaska's Arctic Nation= +al Wildlife Refuge (ANWR), vehicle CAF? standards and the like inflame part= +isan divisiveness like few other topics. [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE= +] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE= +] DOE offers 'path' to fix California bottleneck Public-private allia= +nce outgrowth of Bush mandate Somewhat eclectic group bands together [IM= +AGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] Utilities slow to bu= +y into ASP market ASPs allow companies to focus Customer service function = +a key attraction [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAG= +E] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + The number of tabled, canceled projects growing Figures dwarfed by contin= +uing project proposals Announcements easy, follow-through isn't [IMAGE] = +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] Enron faces class action suit full story.= +.. Apache blasts excessive speculation in U.S. gas markets full story... = + Little chance of energy policy vote in Senate full story... Parker Dril= +ling makes deal with Russia's Tyumen full story... Enron's ousting of CFO= + only raises more questions full story... Trans-Elect acquiring CMS Energ= +y's wires full story... Williams proposes Western Frontier Pipeline full = +story... NYPSC approves Nine Mile Point sale to Constellation full story.= +.. FERC rejects please to reconsider Kern River approval full story... = +Ontario's deregulation plan moving forward full story... To view all of t= +oday's Executive News headlines, click here [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Copyright ? 2001 - Platts,= + All Rights Reserved [IMAGE] Market Brief Thursday, October 25 Stocks= + Close Change % Change DJIA 9,462.90 117.3 1.25% DJ 15 Util. 298.31 6.1 2= +.07% NASDAQ 1,775.47 43.93 2.54% S&P 500 1,099.29 14.9 1.37% Market V= +ols Close Change % Change AMEX (000) 193,551 50,268.0 35.08% NASDAQ (000) = +2,267,926 378,661.0 20.04% NYSE (000) 1,370,258 31,158.0 2.33% Commod= +ities Close Change % Change Crude Oil (Dec) 21.93 (0.33) -1.48% Heating Oil= + (Nov) 0.6295 (0.010) -1.56% Nat. Gas (Henry) 2.95 (0.140) -4.53% Propane (= +Nov) 39.3 (0.200) -0.51% Palo Verde (Nov) 27.25 0.00 0.00% COB (Nov) 29.00= + 0.00 0.00% PJM (Nov) 28.80 1.50 5.49% Dollar US $ Close Change % Cha= +nge Australia $ 1.983 0.014 0.71% Canada $ 1.574 (0.001) -0.06% Germany= + Dmark 2.186 (0.003) -0.14% Euro 0.8924 (0.001) -0.12% Japan ?en 122.80= + (0.100) -0.08% Mexico NP 9.25 0.020 0.22% UK Pound 0.6989 (0.0010) -0.1= +4% Foreign Indices Close Change % Change Arg MerVal 245.79 (0.82) -0.33= +% Austr All Ord. 3,189.10 7.00 0.22% Braz Bovespa 11723.75 256.01 2.23% C= +an TSE 300 6943.69 46.79 0.68% Germany DAX 4715.6 (92.70) -1.93% HK HangS= +eng 10243.46 0.00 0.00% Japan Nikkei 225 10880.1 77.95 0.72% Mexico IPC = + 5729.13 20.85 0.37% UK FTSE 100 5,086.60 (81.00) -1.57% Source: Yah= +oo! & TradingDay.com =09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] =09 =09 + + + - bug_black.gif=20 + - Market briefs.xls" +"allen-p/deleted_items/227.","Message-ID: <6898356.1075858636514.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 13:38:54 -0700 (PDT) +From: kirk.mcdaniel@enron.com +To: k..allen@enron.com, tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Subject: Revised High Level Design-Sign-off for Acceptance +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: McDaniel, Kirk +X-To: Allen, Phillip K. , O'rourke, Tim , Frolov, Yevgeny +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Gentlemen + +Good day. I hope all is going well. + +If I do not hear from you by COB tomorrow I will take your silence as acceptance and that their are no non-conformities to prevent acceptance of this deliverable. In addition, this includes the condition of what we can change for the two week period following acceptance (see below). This action is necessary as contractually we are coming to the end of the acceptance period for this deliverable. + +Good news is that this deliverable and the Topic Framework deliverable are the last two deliverables for the Design Phase of the project. Thanks + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 10/23/2001 03:35 PM --------------------------- + + +Kirk McDaniel +10/19/2001 08:27 AM +To: Phillip K Allen/Enron@EnronXGate, Tim O'Rourke/Enron@EnronXGate, Yevgeny Frolov/Enron@EnronXGate +cc: Ed McMichael/Enron@EnronXGate, Dutch Quigley/Enron@EnronXGate +Subject: Revised High Level Design-Sign-off for Acceptance + +Phillip/Tim/Yevgeny +Please review the two attachments below for final sign-off and Acceptance of this deliverable. + +Phillip, you have approved these documents prior to Tim and my input reflected below, which primary consist of showing how the Knowledge system is connected to the simulation system (Tim's idea with some direct guidance from me to Accenture on how to reflect this in the flow chart). Thus it shows how the user can go to the knowledge system and get help during the simulation. This is reflected in the high level design flow chart.ppt + +In addition, Accenture has added the following condition language to the High Level design. doc + + After sign-off on this document, the following things can be changed within the first two weeks of the content development phase: +? Small story-line details (Example: company background, learner role) +? Resources (reports and interviews) (Example: add a news article, remove a storage report) +? Order and details of learner actions and decision (Example: add a sub-step where learner identifies the location of each risk; have the learner calculate net present value after choosing the best instrument rather than before) + +Changes to any other High Level Design elements (Example: add a step where learner uses a pricing model to price a deal), or changes to anything after the first two weeks, will impact the budget and schedule. + + +Issue: Do we agree to this condition. I recommend we agree. Although, we are in the content development phase the two week period begins from the time we accept this deliverable. I have confirmed this with Accenture and they will send another email with this change, but I do not want to hold up acceptance since we are on our clock. + +Thanks. Phillip, Tim & Yevgeny (if possible), please e-mail with your thumbs up or further input at your earliest convenience, but no later then COB 10/23. + +Cheers +Kirk + + +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 10/19/2001 07:58 AM --------------------------- + + +mery.l.brown@accenture.com on 10/18/2001 12:46:06 PM +To: kmcdani@enron.com +cc: donald.l.barnhart@accenture.com, laura.a.de.la.torre@accenture.com +Subject: Revised High Level Design + + +Kirk, + +Attached are the latest High Level Design and Flow Chart with revisions +based on Tim's and your comments. Please let me know if you have any +questions. + +(See attached file: High Level Design.doc)(See attached file: High Level +Design Flow Chart.ppt) + +Mery + +Time spent on these revisions: +Mery - 30 minutes +Laura - 1 hour + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + - High Level Design.doc + - High Level Design Flow Chart.ppt + + +" +"allen-p/deleted_items/228.","Message-ID: <10106785.1075858636536.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 07:50:47 -0700 (PDT) +From: laura.a.de.la.torre@accenture.com +To: pallen@enron.com +Subject: Confirmation of 10/26 meeting +Cc: mery.l.brown@accenture.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mery.l.brown@accenture.com +X-From: laura.a.de.la.torre@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: mery.l.brown@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +This message is to confirm our meeting with you on, Friday, October 26th +from 9:00 am - 12:00 am in Conference Room 14C2 3AC. Attendees from our +team will include Mery Brown and Laura de la Torre. + +Please let me know if you have further questions at 713-345-6686. + +Thank you. + + + + +Laura de la Torre +Accenture +Resources +Houston, Texas +Direct Dial 713.837.2133 +Octel 83 / 72133 + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/deleted_items/229.","Message-ID: <12217334.1075858636560.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:17:58 -0700 (PDT) +From: no.address@enron.com +Subject: Increased Security at Enron Center +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Corporate Security@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Late on October 25th, we received information about a nonspecific threat to the Enron Center. We communicated with law enforcement officials who found the threat unsubstantiated and without merit. Nonetheless we take all threats seriously and have increased the security presence at the Enron Center still further. + +Once again, if you observe suspicious behavior, please call security at 3-6200." +"allen-p/deleted_items/23.","Message-ID: <24346453.1075855375175.JavaMail.evans@thyme> +Date: Tue, 25 Dec 2001 07:31:44 -0800 (PST) +From: winnerannouncements@info.iwon.com +To: pallen@enron.com +Subject: Did you just win $1,000? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Winner Announcements@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +[IMAGE][IMAGE] Phillip, [IMAGE] + + + +[IMAGE] + Forgot your member name? It is: PALLEN70 Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. +" +"allen-p/deleted_items/230.","Message-ID: <17171366.1075858636593.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 09:41:02 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: JDSU Upgraded by Dain Rauscher Wessels +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - JDSU Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +JDS Uniphase Corporation (JDSU) Date Brokerage Firm Action Details 10= +/26/2001 Dain Rauscher Wessels Upgraded to Buy from Neutral 10/26/2001= + Robertson Stephens Downgraded to Mkt Perform from Buy 10/24/2001 J.= +P. Morgan Downgraded to Mkt Perform from Buy 10/12/2001 SOUNDVIEW TEC= +HNOLOGY Upgraded to Buy from Hold 09/25/2001 Merrill Lynch Upgraded t= +o Nt Accum from Nt Neutral 09/24/2001 CIBC World Markets Upgraded to B= +uy from Hold 09/20/2001 CSFB Upgraded to Buy from Hold 09/11/2001 = +Salomon Smith Barney Downgraded to Neutral from Buy 07/27/2001 Banc o= +f America Downgraded to Mkt Perform from Buy 07/27/2001 W.R. Hambrech= +t Downgraded to Buy from Strong Buy 06/22/2001 Soundview Upgraded to= + Strong Buy from Buy 06/15/2001 Wachovia Securities Downgraded to Neut= +ral from Buy 06/15/2001 S G Cowen Downgraded to Neutral from Buy = +06/15/2001 ABN AMRO Downgraded to Hold from Add 06/15/2001 CSFB Dow= +ngraded to Hold from Buy 06/12/2001 Credit Lyonnais Coverage Initiate= +d at Hold 05/31/2001 CIBC World Markets Downgraded to Hold from Stron= +g Buy 05/30/2001 MORGAN STANLEY Downgraded to Neutral from Outperform= + 04/25/2001 Dain Rauscher Wessels Downgraded to Buy Aggressive from S= +trong Buy 04/24/2001 Raymond James Downgraded to Mkt Perform from Str= +ong Buy 04/24/2001 McDonald Investments Coverage Initiated at Hold = +04/20/2001 W.R. Hambrecht Upgraded to Strong Buy from Buy 04/20/2001 = +Salomon Smith Barney Upgraded to Buy from Outperform 04/20/2001 Robert= +son Stephens Upgraded to Buy from Lt Attractive 03/30/2001 Jeffries an= +d Company Coverage Initiated at Hold 03/28/2001 Merrill Lynch Downgra= +ded to Nt Neutral from Nt Accum 03/22/2001 Robertson Stephens Downgra= +ded to Lt Attractive from Buy 03/07/2001 ABN AMRO Downgraded to Add = +from Buy 03/07/2001 Thomas Weisel Downgraded to Buy from Strong Buy = + 02/20/2001 Us Bancorp PJ Downgraded to Neutral from Strong Buy 02/1= +6/2001 First Union Capital Downgraded to Mkt Perform from Strong Buy = +02/14/2001 S G Cowen Downgraded to Buy from Strong Buy 02/14/2001 Ad= +ams Harkness Downgraded to Mkt Perform from Buy 01/26/2001 Adams Hark= +ness Downgraded to Buy from Strong Buy 01/26/2001 Unterberg Towbin D= +owngraded to Buy from Strong Buy 01/25/2001 Salomon Smith Barney Down= +graded to Outperform from Buy 01/22/2001 Soundview Downgraded to Buy = + from Strong Buy 12/27/2000 Deutsche Bank Downgraded to Buy from Stro= +ng Buy 12/22/2000 Wachovia Securities Downgraded to Buy from Strong B= +uy 10/25/2000 Lehman Brothers Downgraded to Outperform from Buy 10= +/12/2000 William Blair Coverage Initiated at Buy 10/11/2000 S G Cowen= + Coverage Initiated at Strong Buy 09/26/2000 Lehman Brothers Coverage= + Initiated at Outperform 09/21/2000 Salomon Smith Barney Coverage Init= +iated at Buy 07/27/2000 Sands Brothers Downgraded to Neutral from Buy= + 07/20/2000 Goldman Sachs Coverage Initiated at Recommended List 06= +/13/2000 Raymond James Coverage Initiated at Strong Buy 06/13/2000 Sa= +nds Brothers Coverage Initiated at Buy 06/02/2000 ABN AMRO Coverage I= +nitiated at Buy 05/25/2000 Deutsche Bank Coverage Initiated at Strong = +Buy 05/11/2000 DLJ Coverage Initiated at Buy 03/28/2000 First Unio= +n Capital Coverage Initiated at Strong Buy 03/22/2000 W.R. Hambrecht = +Coverage Initiated at Buy Briefing.com is the leading Internet provid= +er of live market analysis for U.S. Stock, U.S. Bond and world FX market pa= +rticipants. ? 1999-2001 Earnings.com, Inc., All rights reserved about us= + | contact us | webmaster | site map privacy policy | terms of servi= +ce =09 +" +"allen-p/deleted_items/231.","Message-ID: <31041699.1075858636662.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 08:27:02 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: ENE Downgraded by Salomon Smith Barney +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - ENE Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Enron Corp (ENE) Date Brokerage Firm Action Details 10/26/2001 Salom= +on Smith Barney Downgraded to Neutral from Buy 10/25/2001 Banc of Ame= +rica Downgraded to Mkt Perform from Strong Buy 10/24/2001 Prudential = +Securities Downgraded to Sell from Hold 10/24/2001 J.P. Morgan Downg= +raded to Lt Buy from Buy 10/24/2001 First Albany Downgraded to Buy f= +rom Strong Buy 10/22/2001 Prudential Securities Downgraded to Hold fr= +om Buy 10/19/2001 A.G. Edwards Downgraded to Hold from Buy 10/16/2= +001 Merrill Lynch Upgraded to Nt Accum from Nt Neutral 10/09/2001 Mer= +rill Lynch Upgraded to Nt Neutral/Lt Buy from Nt Neutral/Lt Accum 10/04= +/2001 A.G. Edwards Downgraded to Buy from Strong Buy 09/26/2001 A.G.= + Edwards Upgraded to Buy from Accumulate 09/10/2001 BERNSTEIN Upgrade= +d to Outperform from Mkt Perform 08/15/2001 Merrill Lynch Downgraded t= +o Nt Neut/Lt Accum from Nt Buy/Lt Buy 06/22/2001 A.G. Edwards Upgrade= +d to Accumulate from Maintain Position 12/15/2000 Bear Stearns Coverag= +e Initiated at Attractive 07/19/2000 Paine Webber Upgraded to Buy from= + Attractive 04/13/2000 First Union Capital Upgraded to Strong Buy from= + Buy 04/13/2000 Salomon Smith Barney Coverage Initiated at Buy 04/0= +5/2000 Dain Rauscher Wessels Upgraded to Strong Buy from Buy 04/05/200= +0 First Union Capital Coverage Initiated at Buy Briefing.com is the= + leading Internet provider of live market analysis for U.S. Stock, U.S. Bon= +d and world FX market participants. ? 1999-2001 Earnings.com, Inc., All r= +ights reserved about us | contact us | webmaster | site map privacy = +policy | terms of service =09 +" +"allen-p/deleted_items/232.","Message-ID: <13541306.1075858636714.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:59:54 -0700 (PDT) +From: showtimes@amazon.com +To: pallen@enron.com +Subject: Your Weekly Movie Showtimes from Amazon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +=09=09=09=09[IMAGE] =09=09 +[IMAGE]=09[IMAGE] =09 =09New This Weekend: 13 Ghosts 13 Ghosts RTony Sh= +alhoub, Shannon Elizabeth Gear up for Halloween with 13 Ghosts , a state= +-of-the-art remake of the 1960 cult favorite about a family that inheri= +ts a gigantic old house. Wouldn't you know it: the house is already occupi= +ed... by ghosts (13 of them!) with a decidedly deadly agenda. Also new thi= +s weekend: when a seemingly normal man (Kevin Spacey) announces he's from = +another planet, it's up to his psychiatrist (Jeff Bridges) to find out exa= +ctly what's behind his strange story in the drama K-PAX . N'Sync boys Lan= +ce Bass and Joey Fatone swap music for movies in On the Line , and Snoop = +Dogg is a ghost determined to clean up his old neighborhood in Bones . = + Coming Soon: Monsters, Inc. Opens November 2 [IMAGE] Take a look inside = + Monsters, Inc. , the new animated comedy from the makers of Toy Story. Yo= +u won't believe your eye! Return to Top =09 =09[IMAGE]=09 +[IMAGE]=09=09=09=09 Showtimes for 13 Ghosts near ZIP Code 77055 Please no= +te: These showtimes start on Friday, October 26, 2001. To receive showtim= +es for a ZIP code different from 77055 in future e-mails, click here . = +AMC Studio 30 (American Multi-Cinema) 2949 Dunvale, Houston, TX 77063, 2= +81-319-4262 Showtimes: 1:00pm | 2:15pm | 3:25pm | 4:35pm | 5:50pm | 7:05p= +m | 8:05pm | 9:15pm | 10:15pm | 11:25pm | 12:25am Edwards Greenway Pala= +ce 24 (Edwards Theatres) 3839 Westlayan, Houston, TX 77027, 713-871-8880= + Showtimes: 12:45pm | 2:15pm | 3:15pm | 4:45pm | 5:30pm | 7:15pm | 8:15pm= + | 9:30pm | 10:30pm Edwards Houston Marq*E 23 (Edwards Theatres) 7620 = +Kati Freeway, Houston, TX 77024, 713-263-0808 Showtimes: 12:45pm | 1:45pm= + | 3:00pm | 4:00pm | 5:15pm | 6:15pm | 7:30pm | 8:30pm | 9:45pm | 10:30pm = + =09[IMAGE]=09 +[IMAGE]=09=09=09=09 Films Opening This Week: 13 Ghosts RTony Shalhoub,= + Shannon Elizabeth [IMAGE]See Showtimes and more K-PAX Unrated Kevin = +Spacey, Jeff Bridges [IMAGE]See Showtimes and more Life as a House R= +Kevin Kline, Hayden Christensen [IMAGE]See Showtimes and more On the = +Line PGJames Lance Bass, Joey Fatone [IMAGE]See Showtimes and more = + =09[IMAGE]=09 +[IMAGE]=09=09=09=09 Now Playing in Theaters near ZIP Code 77055 Please no= +te: These showtimes start on Friday, October 26, 2001. To receive showtim= +es for a ZIP Code different from 77055 in future e-mails, click here . = + 1. AMC Studio 30 (American Multi-Cinema) 2949 Dunvale, Houston, T= +X 77063, 281-319-4262 13 Ghosts RTony Shalhoub, Shannon Elizabeth = +Showtimes: 1:00pm | 2:15pm | 3:25pm | 4:35pm | 5:50pm | 7:05pm | 8:05pm |= + 9:15pm | 10:15pm | 11:25pm | 12:25am Bandits PG-13Bruce Willis, Bill= +y Bob Thornton Showtimes: 1:50pm | 3:00pm | 4:40pm | 5:45pm | 7:25pm | = +8:25pm | 10:10pm | 11:10pm | 12:50am Bones RSnoop Doggy Dogg, Pam Gr= +ier Showtimes: 1:15pm | 2:30pm | 3:40pm | 4:50pm | 6:00pm | 7:10pm | 8:= +20pm | 9:30pm | 10:40pm | 11:50pm | 12:50am Corky Romano PG-13Chris = +Kattan, Peter Falk Showtimes: 2:20pm | 4:25pm | 6:35pm | 8:35pm | 10:40= +pm | 12:45am Don't Say a Word RMichael Douglas Showtimes: 2:05pm= + | 4:45pm | 7:30pm | 10:05pm | 12:40am From Hell RJohnny Depp, Heath= +er Graham Showtimes: 1:45pm | 2:45pm | 4:30pm | 5:25pm | 7:15pm | 8:10p= +m | 9:55pm | 10:50pm | 12:35am Hardball PG-13Keanu Reeves, Diane Lan= +e Showtimes: 1:15pm | 3:30pm | 5:55pm | 8:30pm | 10:50pm Iron Monke= +y PG-13Donnie Yen, Rongguang Yu Showtimes: 2:10pm | 4:15pm | 6:20pm | = + 8:25pm | 10:30pm | 12:30am Joy Ride RLeelee Sobieski Showtimes: = + 1:00pm | 3:10pm | 5:25pm | 7:55pm | 10:20pm | 12:30am K-PAX Kevin Sp= +acey, Jeff Bridges Showtimes: 1:20pm | 2:25pm | 4:00pm | 5:10pm | 7:00p= +m | 8:00pm | 9:40pm | 10:35pm | 12:20am The Last Castle RRobert Red= +ford, James Gandolfini Showtimes: 1:25pm | 2:50pm | 4:15pm | 5:40pm | 7= +:25pm | 8:30pm | 10:10pm | 11:20pm | 12:50am Life as a House RKevin K= +line, Hayden Christensen Showtimes: 2:00pm | 4:55pm | 7:45pm | 10:35pm = + Max Keeble's Big Move PGAlex D. Linz, Zena Grey Showtimes: 1:05p= +m | 3:05pm | 5:10pm | 7:10pm Mulholland Drive RJustin Theroux, Laura= + Harring Showtimes: 1:40pm | 5:00pm | 8:10pm | 11:20pm On the Lin= +e PGJames Lance Bass, Joey Fatone Showtimes: 1:25pm | 3:30pm | 5:35pm = +| 7:40pm | 9:45pm | 11:50pm The Others PG-13Nicole Kidman, Christoph= +er Eccleston Showtimes: 5:30pm | 10:25pm | 12:45am Planet of the = +Apes PG-13Mark Wahlberg, Helena Bonham Carter Showtimes: 3:00pm | 7:50= +pm The Princess Diaries GJulie Andrews, Anne Hathaway Showtimes: 2= +:00pm | 4:45pm Riding in Cars with Boys PG-13Drew Barrymore, Steve = +Zahn Showtimes: 1:05pm | 2:10pm | 4:05pm | 5:05pm | 7:00pm | 8:00pm | 9= +:50pm | 10:45pm | 12:35am Rush Hour 2 PG-13Jackie Chan, Chris Tucker = + Showtimes: 9:20pm | 11:30pm Serendipity PG-13John Cusack, Kate Be= +ckinsale Showtimes: 1:10pm | 3:20pm | 5:30pm | 7:40pm | 9:45pm | 11:45p= +m Training Day RDenzel Washington, Ethan Hawke Showtimes: 1:10pm |= + 2:35pm | 3:50pm | 5:20pm | 6:30pm | 7:20pm | 8:15pm | 9:10pm | 10:00pm | = +10:55pm | 11:55pm | 12:40am Zoolander PG-13Ben Stiller, Owen Wilson= + Showtimes: 1:00pm | 3:10pm | 5:20pm | 7:35pm | 9:40pm | 11:45pm = + 2. Edwards Greenway Palace 24 (Edwards Theatres) 3839 Westlayan, H= +ouston, TX 77027, 713-871-8880 13 Ghosts RTony Shalhoub, Shannon Eli= +zabeth Showtimes: 12:45pm | 2:15pm | 3:15pm | 4:45pm | 5:30pm | 7:15pm = +| 8:15pm | 9:30pm | 10:30pm Bandits PG-13Bruce Willis, Billy Bob Thorn= +ton Showtimes: 12:35pm | 1:35pm | 3:35pm | 4:35pm | 7:05pm | 7:35pm | 9= +:50pm | 10:20pm Bones RSnoop Doggy Dogg, Pam Grier Showtimes: 12:= +30pm | 3:00pm | 5:30pm | 8:00pm | 10:30pm Corky Romano PG-13Chris Ka= +ttan, Peter Falk Showtimes: 12:45pm | 3:00pm | 5:15pm | 7:30pm | 9:45pm= + Don't Say a Word RMichael Douglas Showtimes: 12:10pm | 2:40pm |= + 5:25pm | 8:10pm | 10:40pm From Hell RJohnny Depp, Heather Graham = +Showtimes: 1:15pm | 2:15pm | 4:15pm | 5:00pm | 7:15pm | 7:45pm | 10:00pm = +| 10:30pm Hearts in Atlantis PG-13Anthony Hopkins, Anton Yelchin = +Showtimes: 12:35pm | 3:05pm | 5:35pm | 8:05pm | 10:35pm Iron Monkey = + PG-13Donnie Yen, Rongguang Yu Showtimes: 12:00pm | 2:30pm | 5:00pm | 7= +:30pm | 9:45pm Joy Ride RLeelee Sobieski Showtimes: 8:05pm | 10:= +20pm K-PAX Kevin Spacey, Jeff Bridges Showtimes: 1:00pm | 2:00pm | = +4:00pm | 5:00pm | 7:00pm | 8:00pm | 10:00pm | 10:30pm The Last Castl= +e RRobert Redford, James Gandolfini Showtimes: 12:00pm | 1:45pm | 3:30= +pm | 4:45pm | 7:00pm | 7:45pm | 10:00pm | 10:30pm Max Keeble's Big Mov= +e PGAlex D. Linz, Zena Grey Showtimes: 12:05pm | 2:05pm | 4:05pm | 6:= +05pm On the Line PGJames Lance Bass, Joey Fatone Showtimes: 12:1= +5pm | 2:30pm | 5:00pm | 7:30pm | 9:45pm Riding in Cars with Boys PG-= +13Drew Barrymore, Steve Zahn Showtimes: 12:00pm | 1:45pm | 3:30pm | 4:4= +5pm | 7:00pm | 7:45pm | 10:00pm | 10:30pm Serendipity PG-13John Cusa= +ck, Kate Beckinsale Showtimes: 12:00pm | 12:45pm | 2:15pm | 3:15pm | 4:= +45pm | 5:30pm | 7:15pm | 8:15pm | 9:30pm | 10:30pm Training Day RDenz= +el Washington, Ethan Hawke Showtimes: 1:00pm | 2:00pm | 4:00pm | 5:00pm= + | 7:00pm | 8:00pm | 10:00pm | 10:45pm Zoolander PG-13Ben Stiller, O= +wen Wilson Showtimes: 1:35pm | 3:50pm | 6:05pm | 8:20pm | 10:35pm = + 3. Edwards Houston Marq*E 23 (Edwards Theatres) 7620 Kati Freeway,= + Houston, TX 77024, 713-263-0808 13 Ghosts RTony Shalhoub, Shannon E= +lizabeth Showtimes: 12:45pm | 1:45pm | 3:00pm | 4:00pm | 5:15pm | 6:15p= +m | 7:30pm | 8:30pm | 9:45pm | 10:30pm Bandits PG-13Bruce Willis, Bill= +y Bob Thornton Showtimes: 12:30pm | 3:30pm | 7:00pm | 9:45pm Bones= + RSnoop Doggy Dogg, Pam Grier Showtimes: 12:30pm | 2:00pm | 3:00pm | = +4:30pm | 5:30pm | 7:00pm | 8:00pm | 9:30pm | 10:30pm Corky Romano PG-= +13Chris Kattan, Peter Falk Showtimes: 12:45pm | 3:00pm | 5:15pm | 7:30p= +m | 9:30pm Don't Say a Word RMichael Douglas Showtimes: 12:00pm = +| 2:30pm | 5:15pm | 8:00pm | 10:30pm From Hell RJohnny Depp, Heather= + Graham Showtimes: 1:15pm | 2:15pm | 4:15pm | 5:00pm | 7:15pm | 7:45pm = +| 10:00pm | 10:30pm Hearts in Atlantis PG-13Anthony Hopkins, Anton = +Yelchin Showtimes: 1:30pm | 4:00pm Iron Monkey PG-13Donnie Yen, Ro= +ngguang Yu Showtimes: 12:30pm | 2:45pm | 5:00pm | 7:30pm | 9:45pm = +Joy Ride RLeelee Sobieski Showtimes: 6:30pm | 9:00pm K-PAX Kevin= + Spacey, Jeff Bridges Showtimes: 1:00pm | 2:00pm | 4:00pm | 5:00pm | 7:= +00pm | 8:00pm | 9:45pm | 10:30pm The Last Castle RRobert Redford, J= +ames Gandolfini Showtimes: 12:00pm | 1:45pm | 3:30pm | 4:45pm | 7:00pm = +| 7:45pm | 10:00pm | 10:30pm Max Keeble's Big Move PGAlex D. Linz, Ze= +na Grey Showtimes: 12:05pm | 2:05pm | 4:05pm | 6:05pm On the Line= + PGJames Lance Bass, Joey Fatone Showtimes: 12:30pm | 2:45pm | 5:15pm = +| 7:30pm | 9:45pm The Others PG-13Nicole Kidman, Christopher Ecclest= +on Showtimes: 8:05pm | 10:05pm Riding in Cars with Boys PG-13Dre= +w Barrymore, Steve Zahn Showtimes: 12:00pm | 1:45pm | 3:30pm | 4:45pm |= + 7:00pm | 7:45pm | 10:00pm | 10:30pm Serendipity PG-13John Cusack, Kat= +e Beckinsale Showtimes: 12:15pm | 2:45pm | 5:15pm | 7:45pm | 10:00pm = + Training Day RDenzel Washington, Ethan Hawke Showtimes: 2:00pm | 5= +:00pm | 8:00pm | 10:40pm Zoolander PG-13Ben Stiller, Owen Wilson Sh= +owtimes: 12:15pm | 2:30pm | 4:45pm | 7:15pm | 9:30pm =09[IMAGE]=09 +[IMAGE]=09=09=09=09 We hope you enjoyed receiving this newsletter. However= +, if you'd like to unsubscribe, please use the link below or click the You= +r Account button in the top right corner of any page on the Amazon.com Web= + site. Under the E-mail and Subscriptions heading, click the ""Manage your = +Weekly Movie Showtimes e-mail"" link. http://www.amazon.com/movies-email = + Copyright 2001 Amazon.com, Inc. All rights reserved. You may also chan= +ge your communication preferences by clicking the following link: http://= +www.amazon.com/communications =09[IMAGE]=09 +=09=09=09=09=09 =09 +" +"allen-p/deleted_items/233.","Message-ID: <22573274.1075858636860.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:47:31 -0700 (PDT) +From: gousa6179@hotmail.kg +To: undisclosed.recipients@mailman.enron.com +Subject: Remember the MD2000, Now released MD2002 + 30375 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: gousa6179@hotmail.kg@ENRON +X-To: Undisclosed.Recipients@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The Ultimate Traditional & Internet Marketing Tool, Introducing the ""MasterDisc 2002"" version 4.00, now released its MASSIVE 11 disc set with over 150 Million database records (18 gigabytes) for companies, people, email, fax, phone and mailing addresses Worldwide! + +COMPLETE 11 DISC SET WILL BE SOLD FOR $499.00 PER DISC AFTER OCTOBER!!! + +We've slashed the price for 15 days only to get you hooked on our leads & data products. + +The first disc ver 4.00 (Contains a 1% sampling of all databases, all software titles, all demos, more then 20 million email addresses and many other resources) including unlimited usage is yours permanently for just $199.95 for your first disc (Normally $299.00) if you order today!!! Also huge discounts from 10%-50% off of data discs ver 4.01 to ver 4.10 + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +**** MASTERDISC 2002 CONTENTS **** + +We've gone out of our way to insure that this product is the finest of its kind available. Each CD (ver.4.01 to ver.4.10) contains approximately 1% of the 150 million records distributed with the following files, directories and databases: + +**411: USA white and yellow pages data records including the following states, and database record fields; + +Included States...(Alaska, Arizona, California, Colorado, Connecticut, Hawaii, Idaho, Illinois, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin, Wyoming) + +Included Fields...(ID, NAME, CONTACT, ADDRESS, CITY, STATE, ZIP, PHONE, TYPE, SIC1, SIC2, SIC3, SIC4, LATITUDE, LONGITUDE, POSTAL) + +#64,588,228 records + + + +**DISCREETLIST: Adult web site subscribers and adult webmasters email addresses. + +Subscribers (Email Address) #260,971 records + +Webmaster (Email Address) #18,104 records + + + +**DOCUMENTS: This directory contains very informative discussions about marketing and commercial email. + +Library: Online e-books related to marketing and commercial email +Reports: Useful reports and documents from various topics + +#7,209 Files + + +**EMAIL: This directory contains the email address lists broken down by groups such as domain, and more than one hundred categories into files with a maximum size of 100,000 records each for easy use. As well as several remove files that we suggest and highly recommend that you filter against all of your email lists. + +#31,414,838 records and #13,045,019 removes + + +**FORTUNE: This database contains primary contact data relating to fortune 500, fortune 1000, and millions more corporations sort able by company size and sales. The fields that are included are as follows; + +Fortune #1 +Included Fields...(ID, Company, Address, City, State, Zip, Phone, SIC, DUN, Sales, Employee, Contact, Title) + +#418,896 records + +Fortune #2 +Included Fields...(EMAIL, SIC CODE, Company, Phone, Fax, Street, City, ZIP, State, Country, First Name, Last Name) + +#2,019,442 records + + +**GENDERMAIL: Male and female email address lists that allow you target by gender with 99% accuracy. + +Male (Email Address) #13,131,440 records +Female (Email Address) #6,074,490 records + + +**MARKETMAKERS: Active online investors email addresses. Also information in reference to thousands of public companies symbols, and descriptions. + +#104,326 records + + +**MAXDISC: Online website owners, administrators, and technical contacts for website domain name owners of the "".com"", "".net"", and "".org"" sites. This database has information from about 25% of all registered domains with these extensions. + +MaxDisc_Canada_2.txt +Included Fields...(ID, Domain, Contact, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#74,550 records + +MaxDisc_City_State_Zip_1.txt +Included Fields...(ID, City, State, Zip) +#39,175 records + +MaxDisc_Country_Codes_1.txt +Included Fields...(ID, Country, Abv) +#253 records +MaxDisc_Email_Removes_1.txt +Included Fields...(ID, Email) +#163,834 records + +MaxDisc_Foreign_1.txt +Included Fields...(ID,Domain,Contact,Address1,Address2,Country) +#1,924,127 records + +MaxDisc_Foreign_2.zip +Included Fields...(ID, Domain, Company, Address, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,412,834 records + +MaxDisc_Meta_1.zip +Included Fields...(ID, Domain, Company, Address, City, State or Province, Zip, Country, First Name, Last Name, Email, Phone, Fax, Title, META Description, META Keywords, Body) +#293,225 records + +MaxDisc_Meta_2.zip +Included Fields...(ID, Domain, Email) +#188,768 records + +MaxDisc_Sic_Codes_1.zip +Included Fields...(Code, Description) +#11,629 records + +MaxDisc_USA_1.zip +Included Fields...(ID, Domain, Company, Contact, Address, City, State, Zip, Phone, Fax, Sic, Email) +#1,389,876 records + +MaxDisc_USA_2.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,998,891 records + +MaxDisc_USA_3.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,005,887 records + + + +**NEWSPAPERS: National directory of newspapers from small local papers to large metro news agencies. +Included Fields...(ID, Phone, Newspaper, City, State, Circulation, Frequency) +#9,277 records + + + +**PITBOSS: Avid Online casino and sports book players, and casino webmasters. + +Players Included Fields...(ID, FIRSTNAME, LASTNAME, ADDRESS, CITY, STATE, ZIP, COUNTRY, PHONE, EMAIL, PMTTYPE, USERID, HOSTNAME, IPADDRESS) + +#235,583 records + +Webmaster Included Fields...(domain, date_created, date_expires, date_updated, registrar, name_server_1, name_server_2, name_server_3, name_server_4, owner_name_1, owner_address_1, owner_city, owner_state, owner_zip, owner_country, admin_contact_name_1, admin_contact_name_2, admin_contact_address_1, admin_contact_city, admin_contact_state, admin_contact_zip, admin_contact_country, admin_contact_phone, admin_contact_fax, admin_contact_email, tech_contact_name_1, tech_contact_name_2, tech_contact_address_1, tech_contact_city, tech_contact_state, tech_contact_zip, tech_contact_country, tech_contact_phone, tech_contact_fax, tech_contact_email) +#82,371 records + + + +**SA: South American mailing databases from more than a dozen countries. Each mailing address belongs to a Visa or MasterCard credit card holder. Available countries such as; + +ARGENTINA, OSTA RICA, PERU, BRASIL, PUERTO_RICO, CHILE, PANAMA, URUGUAY, COLOMBIA, PARAGUAY, VENEZUELA + +Included Fields...(ID, NAME, ADDRESS, CODE) + +#650,456 records + + +**SOFTWARE: This directory contains 86 software titles, some are fully functional versions and others are demo versions. Many suites of commercial email tools as well as many other useful resources will be found here to help extract, verify, manage, and deliver successful commercial email marketing campaigns. + + +So overall the complete MasterDisc2002 will provide you with well over #150 million records which can be used for traditional marketing such as direct mail, fax transmission, telemarketing, and internet marketing such as commercial email campaigns. We look forward to providing you with the databases and software needed for your success!!! + +We are currently shipping our October 2001 release. + +Due to this incredibly discounted promotional price, we are accepting only credit card or check orders. Complete the buyer and shipping info, print and fax this form with a copy of your check attached or the completed credit card information. + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To Order Now Return The Form Below Via Fax #954-340-1917 + +------------------------------------------------------------------ +BEGIN ORDER FORM +------------------------------------------------------------------ +PRODUCTS OR SERVICES ORDER FORM + +[x] Place an X in the appropriate box for each product you want. + +MasterDisc 2002 (The Ultimate Marketing Database) +[ ]MD2002 (ver 4.00 MasterDisc 2002) available for $199.00US (33% discount) +[ ]MD2001 (ver 4.01 disc #1) available for $499.00US +[ ]MD2001 (ver 4.02 disc #2) available for $499.00US +[ ]MD2001 (ver 4.03 disc #3) available for $499.00US +[ ]MD2001 (ver 4.04 disc #4) available for $499.00US +[ ]MD2001 (ver 4.05 disc #5) available for $499.00US +[ ]MD2001 (ver 4.06 disc #6) available for $499.00US +[ ]MD2001 (ver 4.07 disc #7) available for $499.00US +[ ]MD2001 (ver 4.08 disc #8) available for $499.00US +[ ]MD2001 (ver 4.09 disc #9) available for $499.00US +[ ]MD2001 (ver 4.10 disc #10) available for $499.00US + +Monthly Updates (Additional Discs) +[ ]MD2002 (Single Disc Monthly Each) available for $399.0US (20% discount) +[ ]MD2002 (Two Discs Monthly) available for $699.00US (30% discount) +[ ]MD2002 (Four Discs Monthly) available for $1199.00US (40% discount) + +[ ] MD2002 (ver 4 - 11 CD Set- All Discs) available for $2798.00US (50% discount) + +[ ] Please have a sales representative contact me for more information!!! + +Total:$_____________________ + +(Purchase of 2 data discs deduct 20%, 4 discs deduct 30%, and for full set of discs deduct 50%) + +__________________________________________________________________ +CUSTOMER INFORMATION + +Company: + +Street Address: + +City: State: Zip: Country: + + +Contact Name: + +Title: + +Phone #: Ext.: Fax #: Fax Ext.: + +Contact Email Address: + +Referred By: + + +SHIPPING INFORMATION +*if applicable* + +If no address is entered we will use the address listed in the billing section + +Ship To: + +Street Address: + +City: State: Zip: Country: + +Shipping Phone: + +Domestic Shipping Options Only + +[ ] Shipping & Handling via Ground Delivery UPS (Included USA Only) +[ ] C.O.D. order ($17.50 C.O.D. Charge) Shipped 2nd Day Air +[ ] Express Processing, and Ship Priority Overnight for an additional $29.00 + + +International Shipping Options Only + +[ ] International Shipping is a flat priority fee of $49.00 + + +CHECK PAYMENT INFORMATION +[ ] Pay by check AMOUNT OF CHECK $____________ CHECK #________ + +***Be sure to include shipping charges if priority overnight or COD is selected above*** + +Mail all payments by check to: + +DataCom Marketing Corp. +1440 Coral Ridge Dr. #336 +Coral Springs, Florida 33071 +Attn: Processing & Shipping +954-340-1018 voice + + +CREDIT CARD AUTHORIZATION SECTION + +[ ] Pay by Credit Card TOTAL CHARGE + +Card Type: [ ] Visa [ ] Master Card [ ] American Express [ ] Discover + +Card Number: + +Card Holder Name: + +(*This must be completed & signed by cardholder) + +Billing Address: + +City: State: Zip: Country: + + +I authorize ""DataCom Marketing Corporation"" to charge my credit card or accept my payment for the ""Products Ordered"" CdRom in the amount as specified above plus shipping costs if express delivery. + +Also I acknowledge that any returns or credits will have a 20% restocking fee and balances (Less shipping and handling) will be applied towards replacement of products and/or applied towards my DataCom Marketing customer account. + +[International Only] +By signing under the credit card authorization section I am authorizing the credit card submitted to be billed approximately 6 weeks after the original amount is processed for the amount of the import duties and import taxes if applicable. I acknowledge the fact that ""DataCom Marketing Corporation"" does not know the amount of these duties/taxes prior to shipment as they vary from country to country. + + + +Customer Signature _____________________________________ Date________________ + + + +Sales Representative: 2369 Rev. 1017 + +------------------------------------------------------------------ +END ORDER FORM +------------------------------------------------------------------ + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To discontinue receipt of further notice at no cost and to be removed from all of our databases, simply reply to message with the word ""Remove"" in the subject line. Note: Email replies will not be automatically added to the remove database and may take up to 5 business days to process!!! If you are a Washington, Virginia, or California resident please remove yourself via email reply, phone at 954-340-1018, or by fax at 954-340-1917. We honor all removal requests. + +102601K1" +"allen-p/deleted_items/234.","Message-ID: <22614930.1075858636884.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:44:13 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: JDSU Downgraded by Robertson Stephens +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - JDSU Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +JDS Uniphase Corporation (JDSU) Date Brokerage Firm Action Details 10= +/26/2001 Robertson Stephens Downgraded to Mkt Perform from Buy 10/24/= +2001 J.P. Morgan Downgraded to Mkt Perform from Buy 10/12/2001 SOUND= +VIEW TECHNOLOGY Upgraded to Buy from Hold 09/25/2001 Merrill Lynch Up= +graded to Nt Accum from Nt Neutral 09/24/2001 CIBC World Markets Upgra= +ded to Buy from Hold 09/20/2001 CSFB Upgraded to Buy from Hold 09/1= +1/2001 Salomon Smith Barney Downgraded to Neutral from Buy 07/27/2001= + Banc of America Downgraded to Mkt Perform from Buy 07/27/2001 W.R. = +Hambrecht Downgraded to Buy from Strong Buy 06/22/2001 Soundview Upg= +raded to Strong Buy from Buy 06/15/2001 Wachovia Securities Downgraded= + to Neutral from Buy 06/15/2001 CSFB Downgraded to Hold from Buy = +06/15/2001 S G Cowen Downgraded to Neutral from Buy 06/15/2001 ABN A= +MRO Downgraded to Hold from Add 06/12/2001 Credit Lyonnais Coverage = +Initiated at Hold 05/31/2001 CIBC World Markets Downgraded to Hold fr= +om Strong Buy 05/30/2001 MORGAN STANLEY Downgraded to Neutral from Ou= +tperform 04/25/2001 Dain Rauscher Wessels Downgraded to Buy Aggressive= + from Strong Buy 04/24/2001 Raymond James Downgraded to Mkt Perform = +from Strong Buy 04/24/2001 McDonald Investments Coverage Initiated at = +Hold 04/20/2001 W.R. Hambrecht Upgraded to Strong Buy from Buy 04/2= +0/2001 Salomon Smith Barney Upgraded to Buy from Outperform 04/20/2001= + Robertson Stephens Upgraded to Buy from Lt Attractive 03/30/2001 Jef= +fries and Company Coverage Initiated at Hold 03/28/2001 Merrill Lynch = + Downgraded to Nt Neutral from Nt Accum 03/22/2001 Robertson Stephens = + Downgraded to Lt Attractive from Buy 03/07/2001 ABN AMRO Downgraded = +to Add from Buy 03/07/2001 Thomas Weisel Downgraded to Buy from Stro= +ng Buy 02/20/2001 Us Bancorp PJ Downgraded to Neutral from Strong Buy= + 02/16/2001 First Union Capital Downgraded to Mkt Perform from Strong= + Buy 02/14/2001 S G Cowen Downgraded to Buy from Strong Buy 02/14/= +2001 Adams Harkness Downgraded to Mkt Perform from Buy 01/26/2001 Ad= +ams Harkness Downgraded to Buy from Strong Buy 01/26/2001 Unterberg T= +owbin Downgraded to Buy from Strong Buy 01/25/2001 Salomon Smith Barn= +ey Downgraded to Outperform from Buy 01/22/2001 Soundview Downgraded= + to Buy from Strong Buy 12/27/2000 Deutsche Bank Downgraded to Buy f= +rom Strong Buy 12/22/2000 Wachovia Securities Downgraded to Buy from = +Strong Buy 10/25/2000 Lehman Brothers Downgraded to Outperform from B= +uy 10/12/2000 William Blair Coverage Initiated at Buy 10/11/2000 S= + G Cowen Coverage Initiated at Strong Buy 09/26/2000 Lehman Brothers = +Coverage Initiated at Outperform 09/21/2000 Salomon Smith Barney Cover= +age Initiated at Buy 07/27/2000 Sands Brothers Downgraded to Neutral = +from Buy 07/20/2000 Goldman Sachs Coverage Initiated at Recommended Li= +st 06/13/2000 Raymond James Coverage Initiated at Strong Buy 06/13/= +2000 Sands Brothers Coverage Initiated at Buy 06/02/2000 ABN AMRO Co= +verage Initiated at Buy 05/25/2000 Deutsche Bank Coverage Initiated at= + Strong Buy 05/11/2000 DLJ Coverage Initiated at Buy 03/28/2000 Fi= +rst Union Capital Coverage Initiated at Strong Buy 03/22/2000 W.R. Ham= +brecht Coverage Initiated at Buy Briefing.com is the leading Interne= +t provider of live market analysis for U.S. Stock, U.S. Bond and world FX m= +arket participants. ? 1999-2001 Earnings.com, Inc., All rights reserved = +about us | contact us | webmaster | site map privacy policy | terms = +of service =09 +" +"allen-p/deleted_items/235.","Message-ID: <18085826.1075858636951.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:40:59 -0700 (PDT) +From: jeshett@yahoo.com +To: richard.toubia@truequote.com +Subject: +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: J E @ENRON +X-To: Richard Toubia +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +buy 100 nov gas market + +sell 100 nov gas 2.94 stop + +__________________________________________________ +Do You Yahoo!? +Make a great connection at Yahoo! Personals. +http://personals.yahoo.com" +"allen-p/deleted_items/236.","Message-ID: <32440808.1075858636975.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 09:54:49 -0700 (PDT) +From: news@prosrm.com +To: k..allen@enron.com +Subject: PROS Announces Energy Profit Optimization Workshop Agenda +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""PROS Revenue Management"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +PROS Announces Energy Profit Optimization Workshop Agenda + +Workshops Target Storage, Trading, and Transportation + +October 26, 2001-Houston- PROS Revenue Management, the world's leader in pricing and revenue optimization science and software, and the pioneer and dominant provider of revenue management to the airline and energy industries, today announced the industry-leading agenda published for its Energy Profit Optimization Workshop, being held November 5 at PROS Headquarters located in Houston, TX. + +The following agenda is an overview of the Energy Workshop Program. + +8:00am Registration & Continental Breakfast + +? Introduction to Energy Profit Optimization, Matt Johnson, Senior Vice President, energy group at PROS Revenue Management, 10 years experience with revenue optimization +? Applying Profit Optimization to the Natural Gas Industry, Albert Viscio, Senior Accenture partner focusing on pricing and revenue optimization strategy and best practices in energy, utilities, and chemical industries +? Storage Trading: A Strategic Perspective, Soli Forouzan, Former Vice President Risk and Director of Storage Trading at PG&E +? Planning for a Profit Optimization System, Kurt King, Managing Director, Commercial Technology at Duke Energy +? Optimized Dynamic Commerce, Glen Shrank, Industry leader of Optimized Dynamic Commerce Tools that are at the heart of ERCOT auction pricing engines for both Reliant Energy and TXU +? Simultaneous Workshops + Workshop 1: Marketing & Trading + Workshop 2: Asset Valuation & Optimization + Workshop 3: Pipelines + +4:00pm Adjourn, reception following + +""PROS has selected some of the top leaders in the energy industry to participate"" says Matt Johnson, senior vice president of PROS' energy group. ""The use of pricing optimization and revenue management solutions is essential for the forward-thinking energy industry companies to survive and prosper, and our workshop will show this to our interested participants."" + +This workshop is free of charge. For more information, registration, and a complete agenda, please check the PROS Web site at http://www.prosRM.com/energy/workshop.htm. + +-------------------------------------------------- + +PROS Revenue Management is the world's leader in pricing and revenue optimization solutions and the pioneer and dominant provider of revenue management to the airline and energy industry. PROS provides system solutions to the airline, energy, cargo, rail, healthcare, and broadcast industries, and has licensed over 235 systems to more than 95 clients in 39 countries. PROS' clients include 15 of the top 25 carriers in the airline industry. + +The PROS mission is to maximize the revenue of each client using PROS' world-leading revenue management science, systems solutions, and best practices business consulting. PROS' clients report annual incremental revenue increases of 6-8% as a result of revenue management. PROS' solutions forecast demand, optimize inventory, and provide dynamic pricing to maximize revenue. + +Founded in 1985 in Houston, PROS Revenue Management has a six-year compounded revenue growth of 40%, in large part due to the intellectual capital of its staff. Nearly half of PROS' professional staff has advanced degrees and the staff speaks a cumulative total of 26 languages. The company is profitable with Year 2000 revenue of $29 million. For more information on PROS Revenue Management, please visit www.prosRM.com or call 713-335-5151. + +Contact: +Candy Haase - VP Marketing +713-335-5151 / 713-335-8144 - fax + + +If you no longer wish to receive information about PROS Revenue Management, please click on ""Reply"" and type ""Unsubscribe"" in the subject line." +"allen-p/deleted_items/237.","Message-ID: <6701832.1075858636999.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 10:03:50 -0700 (PDT) +From: jeshett@yahoo.com +To: richard.toubia@truequote.com +Subject: +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: J E @ENRON +X-To: Richard Toubia +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +go to market with 2.94 stop + + + +__________________________________________________ +Do You Yahoo!? +Make a great connection at Yahoo! Personals. +http://personals.yahoo.com" +"allen-p/deleted_items/238.","Message-ID: <29022461.1075858637022.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 06:53:44 -0700 (PDT) +From: al.pollard@newpower.com +To: k..allen@enron.com +Subject: RE: howdy!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Al.Pollard@NewPower.com@ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Philip, + +What is going on down the street? Curious to hear any perspectives you may +wish to offer from the trading floor? Enron stock is now lower than when I +joined the company out of business school. I imagine there are quite a few +not so happy people these days. We can relate somewhat over here at NPW +with a stock at around $1.25 (in fact we broke $1 a few days ago). Knowing +you, I do not imagine you are letting any of these events get you down +much. I have taken a similar approach to our problems here at NPW. + +Hope everything else is going well for you and the family. Have you had +the knee surgery yet? Give me a call when you have a chance. + +Later, + +Al Pollard +The New Power Company +apollard@newpower.com +(713) 345-8781" +"allen-p/deleted_items/239.","Message-ID: <33292883.1075858637044.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 08:25:40 -0700 (PDT) +From: adrianne.engler@enron.com +To: k..allen@enron.com, mike.grigsby@enron.com +Subject: Good morning - +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Engler, Adrianne +X-To: Allen, Phillip K. , Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip/Mike, + + +Have you had an opportunity to ring the candidate I e-mailed you about yesterday? + +Thanks, + +Kind regards, + +Adrianne" +"allen-p/deleted_items/24.","Message-ID: <28099569.1075855375197.JavaMail.evans@thyme> +Date: Mon, 24 Dec 2001 17:16:07 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 54 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/240.","Message-ID: <33331766.1075858637069.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 11:20:25 -0700 (PDT) +From: karen.buckley@enron.com +To: k..allen@enron.com, john.arnold@enron.com, harry.arora@enron.com, + robert.benson@enron.com, f..brawner@enron.com, mike.carson@enron.com, + martin.cuilla@enron.com, dana.davis@enron.com, frank.ermis@enron.com, + m..forney@enron.com, doug.gilbert-smith@enron.com, + mike.grigsby@enron.com, keith.holst@enron.com, h..lewis@enron.com, + mike.maggi@enron.com, a..martin@enron.com, larry.may@enron.com, + brad.mckay@enron.com, jonathan.mckay@enron.com, scott.neal@enron.com, + m..presto@enron.com, jim.schwieger@enron.com, s..shively@enron.com, + geoff.storey@enron.com, j..sturm@enron.com, john.suarez@enron.com, + andy.zipper@enron.com +Subject: Reminder:Interivews Thursday Trading Track +Cc: john.lavorato@enron.com, adrianne.engler@enron.com, felicia.solis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, adrianne.engler@enron.com, felicia.solis@enron.com +X-From: Buckley, Karen +X-To: Allen, Phillip K. , Arnold, John , Arora, Harry , Benson, Robert , Brawner, Sandra F. , Carson, Mike , Cuilla, Martin , Davis, Mark Dana , Ermis, Frank , Forney, John M. , Gilbert-smith, Doug , Grigsby, Mike , Holst, Keith , Lewis, Andrew H. , Maggi, Mike , Martin, Thomas A. , May, Larry , Mckay, Brad , Mckay, Jonathan , Neal, Scott , Presto, Kevin M. , Schwieger, Jim , Shively, Hunter S. , Storey, Geoff , Sturm, Fletcher J. , Suarez, John , Zipper, Andy +X-cc: Lavorato, John , Engler, Adrianne , Solis, Felicia +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +All + +A reminder that you are scheduled to interview for the Trading Track Thursday, November 1st, from 2.00 pm onwards. Resumes and schedules will be forwarded to you shortly. + +Regards, + +Karen Buckley" +"allen-p/deleted_items/241.","Message-ID: <15762050.1075858637091.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 14:47:20 -0700 (PDT) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: <> - MLenhart 10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following expense report is ready for approval: + +Employee Name: Matthew F. Lenhart +Status last changed by: Automated Administrator +Expense Report Name: MLenhart 10 +Report Total: $929.29 +Amount Due Employee: $929.29 + + +To approve this expense report, click on the following link for Concur Expense. +http://expensexms.enron.com" +"allen-p/deleted_items/242.","Message-ID: <545913.1075858637115.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 23:11:49 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Join me for my dinner with Bill Gates, part 2: The Q&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +JOIN ME FOR MY DINNER WITH BILL GATES, PART 2: THE Q&A + + When I and 14 other journalists joined Microsoft's + chairman for a private dinner after the Windows + XP launch, he had a lot to say. In the second + installment of this two-part story, Bill + speaks out on XP's controversial activation + technology, the company's upcoming tablet + PC, wireless standards, and more. + +http://cgi.zdnet.com/slink?/adeskb/adt1029/2820604:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + SEND IN THE REBATES! APPLE HOPING TO BOOST INTEREST IN IMACS + + Apple is hardly immune from the slowdown + in hardware sales--and now we're seeing + the rebates to prove it. The company + is giving cash back--or free toys--to + anyone who buys its computers from now + through December, borrowing a tactic + from its PC-selling brethren. But is + it too little, too late? + + PLUS: + + MICROSOFT RETURNS TO THE WEB BROWSER BATTLEFIELD + + SLASHDOT TO JOIN THE FOR-PAY CONTENT CROWD + +http://cgi.zdnet.com/slink?/adeskb/adt1029/2820605:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +David Berlind + + WHERE'S THE BEEF? AUDIENCES TIRED OF CEOS' EMPTY + RHETORIC + + At a recent tech conference, Microsoft's + Steve Ballmer and Sun's Scott McNealy played + up the jokes, while HP's Carly Fiorina stuck + to business. Can you guess who won the crowd's + favor? David finds out that technology execs + crave substance, not style. + + +http://cgi.zdnet.com/slink?/adeskb/adt1029/2820539:8593142 + + + > > > > > + + +Larry Dignan + + HOW CITRIX IS SHAKING OFF WORRIES OF A MICROSOFT + INVASION + + Despite talk that Microsoft will encroach + on its turf, software maker Citrix continues + to deliver strong results. What's its secret? + Larry explains why Citrix is one of the few + companies that has been able to dance successfully + with this 800-pound gorilla. + + +http://cgi.zdnet.com/slink?/adeskb/adt1029/2820527:8593142 + + + > > > > > + + +Preston Gralla + + NO THANKS, BILL. TRY 3 NON-MICROSOFT WAYS TO MANAGE + PASSWORDS + + Sure, it's a pain trying to remember your username + and password for the numerous Web sites you + visit each day, but Microsoft's new Passport + service is not the only solution. Preston + digs up three programs that store and manage + passwords--with no involvement from Redmond. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1029/2820525:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +IS YOUR ASP REALLY MANAGING YOUR APPS? +http://www.zdnet.com/techupdate/stories/main/0,14179,2818244,00.html + + +CRM VENDORS DON'T WALK THE TALK +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/main/0,14179,2819695,00.html + +VIAVOICE 9: 'AWESOME' SPEECH RECOGNITION +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/products/stories/overview/0,8826,538007,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Find perfect presents in ZDNet's Holiday Gift Guide. +http://cgi.zdnet.com/slink?155547:8593142 + +Get FREE downloads for IT pros at TechRepublic. +http://cgi.zdnet.com/slink?155548:8593142 + +Tech Update Special Report: Get the lowdown on Windows XP. +http://cgi.zdnet.com/slink?155549:8593142 + +Advance your career online with IT certification at SmartPlanet. +http://cgi.zdnet.com/slink?155550:8593142 + +Use our RFP center to get the IT solutions you need. +http://cgi.zdnet.com/slink?155551:8593142 + +************************************************************* + + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/243.","Message-ID: <14806424.1075858637137.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 21:27:31 -0800 (PST) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: James W Reitmeyer +Report Name: JReitmeyer 10/24/01 +Days In Mgr. Queue: 4 +" +"allen-p/deleted_items/244.","Message-ID: <11908975.1075858637171.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 20:23:22 -0800 (PST) +From: no.address@enron.com +Subject: Enron in Action 10.29.01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron In Action@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +Enron in Action can be accessed through the new Community Relations web site at http://cr.enron.com/eia.html . In this week's issue you will find out information regarding: + +Enron Happenings +BEAR Holiday Fundraiser +2001 Holiday Shopping Card benefiting the American Cancer Society +Enron Kids 2001 Holiday Program +Support the Museum of Natural Science at the Crate & Barrel Opening Night Preview Party +Enron Night with the Houston Aeros +Free Carwashes for Enron Employees +American Heart Association ""Heart Walk"" + + +Enron Volunteer Opportunities +Volunteer for the 2001 Nutcracker Market ""A World of Holiday Shopping"" + +Enron Wellness +CPR/First Aid Training +Mammogram Screening +November is Lung Cancer Awareness Month + +Involved Employees +Par ""Fore"" Pets Golf Tournament + +In addition, Enron in Action is available through a channel on my.home.enron.com. To add this channel to your set-up click on the channels link at the top of the screen and under announcements check the Enron in Action box. + +If you wish to add an announcement to Enron in Action, please fill out the attached form below and submit it to mailto:eia@enron.com no later than 12 PM Thursday each week. + + " +"allen-p/deleted_items/246.","Message-ID: <30610089.1075858637217.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 15:39:22 -0800 (PST) +From: edelivery@salomonsmithbarney.com +To: pallen@enron.com +Subject: E-delivery Notification - Statements +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dear Salomon Smith Barney Client: + +Your Salomon Smith Barney Client Statement(s) has been delivered to Salomon Smith Barney Access for online viewing. To view your statement online, click on the link below. You will be required to enter your Salomon Smith Barney Access User Name and Password. + +https://www.salomonsmithbarney.com/fcgi-bin/client/viewdriver.cgi/r + +Note: If you cannot access your statement through the link provided in this e-mail, ""cut and paste"" or type the full URL into your browser. You can also choose to view your statements directly from your Salomon Smith Barney Access Portfolio page by clicking the Portfolio tab and selecting ""Account Statements"". + +In addition to viewing your statement(s) online, you may also have additional important documents, notices and newsletters, usually enclosed with your statement, available for viewing. Please review all documents carefully. + +Questions reading your statement? Click on the following link (or cut and paste the url into your browser) for a copy of ""Understanding Your Statement"". This Guide explains how each section of your current Salomon Smith Barney statement works: + +https://www.salomonsmithbarney.com/statements + +If you are experiencing difficulty when viewing your statement online, you may need to adjust your Adobe Acrobat Options settings or upgrade your Adobe Acrobat software. Please visit our Frequently Asked Questions area on Adobe Acrobat for assistance: + +https://www.salomonsmithbarney.com/cust_srv/faq/ + +If you have any questions or need any assistance viewing your statements online, please contact the Online Client Service Center at 1-800-221-3636 (available 24 hours, seven days a week). If you have questions about transactions on your statement, please contact your Salomon Smith Barney Financial Consultant. + +Thank you. +Salomon Smith Barney + +Please do not respond to this e-mail. + +Salomon Smith Barney Access is a registered service mark of Salomon Smith Barney Inc. +" +"allen-p/deleted_items/247.","Message-ID: <7225405.1075858637240.JavaMail.evans@thyme> +Date: Sat, 27 Oct 2001 11:35:54 -0700 (PDT) +From: listservices@open2win.1ll0.net +To: pallen@enron.com +Subject: IMPORTANT NOTICE, PHILLIP +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Test Mark2 Open2Win List Services@ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] Dear PHILLIP, Your privacy is extremely important to us. You = +are receiving this offer because you are a registered member of one of our = +affiliate sites. As the leader in permission-based email marketing, the Opt= + in Network is committed to delivering a highly rewarding experience with o= +ffers that include discounts, bargains, special offers, and sweepstakes, al= +ong with entertainment, travel and financial opportunities. The Opt in Ne= +twork is a FREE service devoted to bringing its members the most exclusive = +promotions on the Web. (You'll quickly see that The Opt in Network will res= +pect your ""mind share"" by limiting opportunities sent to you only to the ""b= +est of the best."") To start in high gear: As an introductory token of our = +appreciation we're giving you a FREE $5.00 Gift Certificate at Magazine Rew= +ards! You can enjoy a wide selection of more than 1,500 great titles, inclu= +ding PC Magazine, Newsweek, Time, Cosmopolitan and Maxim! 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Smart Deals, Just a C= +lick Away! =09 + +[IMAGE]" +"allen-p/deleted_items/248.","Message-ID: <3901674.1075858637281.JavaMail.evans@thyme> +Date: Sat, 27 Oct 2001 09:55:53 -0700 (PDT) +From: noreply@ccomad3.uu.commissioner.com +To: pallen@enron.com +Subject: CBS SPORTSLINE.COM FANTASY FOOTBALL NEWSLETTER +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""CBS SportsLine.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] Fantasy Football Newsletter + October 26, 2001 + + + + [IMAGE]Fantasy Sports [IMAGE]Fantasy Football [IMAGE]CBS SportsLine.com + + + + Welcome to another edition of the 2001 Fantasy Football Newsletter! The Fantasy Football newsletter will arrive in your e-mail inbox every Friday. We'll include news about the web site; tips on using all the features available; and answers to your player-related questions from the ""Gridiron Guru."" [IMAGE] Inside ? Staying on Top of the Trends ? Managing E-Reports ? Gridiron Guru ? Tip of the Week + + + [IMAGE] [IMAGE] [IMAGE] + + + Staying on Top of the Trends Fantasy expert Scott Engel keeps a close eye on the key trends affecting Fantasy Football. Read his column, Engel's Beat, every Tuesday in our Fantasy News area (click News, Fantasy News on the toolbar) for timely tips that could put your team over the top. Check the Fantasy News area throughout the week for news and advice from our experts. + + + Managing E-Reports You can schedule routine e-mail delivery of a report by clicking the E-Rept icon above the report. Go to Options, E-Reports for a list of every E-Report that you are currently receiving, along with the days they are sent to you. If you wish to change delivery schedule of a report, simply click on its corresponding link in the Schedule column. To cancel delivery of all E-Reports, simply turn on Vacation mode. + + + Gridiron Guru Welcome to Gridiron Guru, where we'll answer your questions about players and offer Fantasy Football roster advice. We invite you to send your own scouting reports and comments on players to: gridguru@commissioner.com . You'll get the chance to be heard by thousands of Fantasy players just like yourself! + + + Question - Chris Trautman, LaCrosse, WI I am stuck on my last starter. Should I go with Shaun Alexander or 3 WRs and start Marty Booker? Alexander ripped it up at home two weeks ago and he is at home again versus a good Miami team, but Booker should be featured more since Marcus Robinson went down for the season. Answer - GG Alexander has been a revelation in his first two starts, but now he faces a team that may not back down to him. The Dolphins have a superb run defense that should not be judged by its recent failures against Marshall Faulk and Curtis Martin. Miami will be fired up to face Alexander, who may have his first forgettable game as a starter. Booker will face an underrated San Francisco secondary, and is not destined to have a big day. Neither player seems like a great start, but we recommend Alexander because he may score a late TD if the Seahawks have to play catch-up against a Miami team that gives them all kinds of matchup problems. + + + Question - Mark MacKay, San Diego, CA Should I start Rod Gardner or Ike Hilliard this week? Rod had a good Week Six, but Ike is looking better each week. Answer - GG Gardner's huge day means two things. One, he gains instant Fantasy notice. Two, his next opponent will be geared to shut him down after extensive film study. The Giants have been very solid defensively, and will be one of the better units the rookie has seen so far. Hilliard is quickly recapturing his old form, and might be the Giants' No. 1 receiver if Amani Toomer is benched. He'll be facing Champ Bailey though, so Hilliard is not due for a big week. Neither player looks like a great start, but we'll go with Hilliard because of his experience and continuing improvement. + + + Question - John Kersey, Denver, CO I have already decided to start LaDainian Tomlinson. Who should I start as my No. 2 RB - Jason Brookins, Anthony Thomas or Mike Anderson? Answer - GG Brookins is the best back on the Baltimore roster, but the Ravens are still not showing a lot of confidence in him, so he is a risky start. It is difficult to sit Thomas after the breakout game he had last week, but he will face a respectable run defense. Anderson will start against a Patriots team that has been surprisingly effective against the run at times. In such a case, we recommend sticking with the hotter player, and that would be Thomas. + + + Tip of the Week Walter Mathis, Pompano Beach, FL: Remember that football is a game that is fueled by emotion. Sometimes, emotions override matchups. Curtis Martin will always rip holes in the Miami defense. Lamar Smith will be fired up to face the Seahawks this week, because he began his career in Seattle. And in divisional games, big players do well. Don't be surprised if Eddie George comes up big against Pittsburgh. + + + This message has been provided free of charge and free of obligation. If you prefer not to receive emails of this nature please send an email to remove@commissioner.com . Do not respond to this email directly. +" +"allen-p/deleted_items/249.","Message-ID: <10089526.1075858637308.JavaMail.evans@thyme> +Date: Sat, 27 Oct 2001 04:47:00 -0700 (PDT) +From: infousa4492@telkom.net +To: undisclosed.recipients@mailman.enron.com +Subject: Contact businesses by fax, phone, mail, email + 15060 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: infousa4492@telkom.net@ENRON +X-To: Undisclosed.Recipients@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +The Ultimate Traditional & Internet Marketing Tool, Introducing the ""MasterDisc 2002"" version 4.00, now released its MASSIVE 11 disc set with over 150 Million database records (18 gigabytes) for companies, people, email, fax, phone and mailing addresses Worldwide! + +COMPLETE 11 DISC SET WILL BE SOLD FOR $499.00 PER DISC AFTER OCTOBER!!! + +We've slashed the price for 15 days only to get you hooked on our leads & data products. + +The first disc ver 4.00 (Contains a 1% sampling of all databases, all software titles, all demos, more then 20 million email addresses and many other resources) including unlimited usage is yours permanently for just $199.95 for your first disc (Normally $299.00) if you order today!!! Also huge discounts from 10%-50% off of data discs ver 4.01 to ver 4.10 + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +**** MASTERDISC 2002 CONTENTS **** + +We've gone out of our way to insure that this product is the finest of its kind available. Each CD (ver.4.01 to ver.4.10) contains approximately 1% of the 150 million records distributed with the following files, directories and databases: + +**411: USA white and yellow pages data records including the following states, and database record fields; + +Included States...(Alaska, Arizona, California, Colorado, Connecticut, Hawaii, Idaho, Illinois, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin, Wyoming) + +Included Fields...(ID, NAME, CONTACT, ADDRESS, CITY, STATE, ZIP, PHONE, TYPE, SIC1, SIC2, SIC3, SIC4, LATITUDE, LONGITUDE, POSTAL) + +#64,588,228 records + + + +**DISCREETLIST: Adult web site subscribers and adult webmasters email addresses. + +Subscribers (Email Address) #260,971 records + +Webmaster (Email Address) #18,104 records + + + +**DOCUMENTS: This directory contains very informative discussions about marketing and commercial email. + +Library: Online e-books related to marketing and commercial email +Reports: Useful reports and documents from various topics + +#7,209 Files + + +**EMAIL: This directory contains the email address lists broken down by groups such as domain, and more than one hundred categories into files with a maximum size of 100,000 records each for easy use. As well as several remove files that we suggest and highly recommend that you filter against all of your email lists. + +#31,414,838 records and #13,045,019 removes + + +**FORTUNE: This database contains primary contact data relating to fortune 500, fortune 1000, and millions more corporations sort able by company size and sales. The fields that are included are as follows; + +Fortune #1 +Included Fields...(ID, Company, Address, City, State, Zip, Phone, SIC, DUN, Sales, Employee, Contact, Title) + +#418,896 records + +Fortune #2 +Included Fields...(EMAIL, SIC CODE, Company, Phone, Fax, Street, City, ZIP, State, Country, First Name, Last Name) + +#2,019,442 records + + +**GENDERMAIL: Male and female email address lists that allow you target by gender with 99% accuracy. + +Male (Email Address) #13,131,440 records +Female (Email Address) #6,074,490 records + + +**MARKETMAKERS: Active online investors email addresses. Also information in reference to thousands of public companies symbols, and descriptions. + +#104,326 records + + +**MAXDISC: Online website owners, administrators, and technical contacts for website domain name owners of the "".com"", "".net"", and "".org"" sites. This database has information from about 25% of all registered domains with these extensions. + +MaxDisc_Canada_2.txt +Included Fields...(ID, Domain, Contact, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#74,550 records + +MaxDisc_City_State_Zip_1.txt +Included Fields...(ID, City, State, Zip) +#39,175 records + +MaxDisc_Country_Codes_1.txt +Included Fields...(ID, Country, Abv) +#253 records +MaxDisc_Email_Removes_1.txt +Included Fields...(ID, Email) +#163,834 records + +MaxDisc_Foreign_1.txt +Included Fields...(ID,Domain,Contact,Address1,Address2,Country) +#1,924,127 records + +MaxDisc_Foreign_2.zip +Included Fields...(ID, Domain, Company, Address, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,412,834 records + +MaxDisc_Meta_1.zip +Included Fields...(ID, Domain, Company, Address, City, State or Province, Zip, Country, First Name, Last Name, Email, Phone, Fax, Title, META Description, META Keywords, Body) +#293,225 records + +MaxDisc_Meta_2.zip +Included Fields...(ID, Domain, Email) +#188,768 records + +MaxDisc_Sic_Codes_1.zip +Included Fields...(Code, Description) +#11,629 records + +MaxDisc_USA_1.zip +Included Fields...(ID, Domain, Company, Contact, Address, City, State, Zip, Phone, Fax, Sic, Email) +#1,389,876 records + +MaxDisc_USA_2.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,998,891 records + +MaxDisc_USA_3.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,005,887 records + + + +**NEWSPAPERS: National directory of newspapers from small local papers to large metro news agencies. +Included Fields...(ID, Phone, Newspaper, City, State, Circulation, Frequency) +#9,277 records + + + +**PITBOSS: Avid Online casino and sports book players, and casino webmasters. + +Players Included Fields...(ID, FIRSTNAME, LASTNAME, ADDRESS, CITY, STATE, ZIP, COUNTRY, PHONE, EMAIL, PMTTYPE, USERID, HOSTNAME, IPADDRESS) + +#235,583 records + +Webmaster Included Fields...(domain, date_created, date_expires, date_updated, registrar, name_server_1, name_server_2, name_server_3, name_server_4, owner_name_1, owner_address_1, owner_city, owner_state, owner_zip, owner_country, admin_contact_name_1, admin_contact_name_2, admin_contact_address_1, admin_contact_city, admin_contact_state, admin_contact_zip, admin_contact_country, admin_contact_phone, admin_contact_fax, admin_contact_email, tech_contact_name_1, tech_contact_name_2, tech_contact_address_1, tech_contact_city, tech_contact_state, tech_contact_zip, tech_contact_country, tech_contact_phone, tech_contact_fax, tech_contact_email) +#82,371 records + + + +**SA: South American mailing databases from more than a dozen countries. Each mailing address belongs to a Visa or MasterCard credit card holder. Available countries such as; + +ARGENTINA, OSTA RICA, PERU, BRASIL, PUERTO_RICO, CHILE, PANAMA, URUGUAY, COLOMBIA, PARAGUAY, VENEZUELA + +Included Fields...(ID, NAME, ADDRESS, CODE) + +#650,456 records + + +**SOFTWARE: This directory contains 86 software titles, some are fully functional versions and others are demo versions. Many suites of commercial email tools as well as many other useful resources will be found here to help extract, verify, manage, and deliver successful commercial email marketing campaigns. + + +So overall the complete MasterDisc2002 will provide you with well over #150 million records which can be used for traditional marketing such as direct mail, fax transmission, telemarketing, and internet marketing such as commercial email campaigns. We look forward to providing you with the databases and software needed for your success!!! + +We are currently shipping our October 2001 release. + +Due to this incredibly discounted promotional price, we are accepting only credit card or check orders. Complete the buyer and shipping info, print and fax this form with a copy of your check attached or the completed credit card information. + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To Order Now Return The Form Below Via Fax #954-340-1917 + +------------------------------------------------------------------ +BEGIN ORDER FORM +------------------------------------------------------------------ +PRODUCTS OR SERVICES ORDER FORM + +[x] Place an X in the appropriate box for each product you want. + +MasterDisc 2002 (The Ultimate Marketing Database) +[ ]MD2002 (ver 4.00 MasterDisc 2002) available for $199.00US (33% discount) +[ ]MD2001 (ver 4.01 disc #1) available for $499.00US +[ ]MD2001 (ver 4.02 disc #2) available for $499.00US +[ ]MD2001 (ver 4.03 disc #3) available for $499.00US +[ ]MD2001 (ver 4.04 disc #4) available for $499.00US +[ ]MD2001 (ver 4.05 disc #5) available for $499.00US +[ ]MD2001 (ver 4.06 disc #6) available for $499.00US +[ ]MD2001 (ver 4.07 disc #7) available for $499.00US +[ ]MD2001 (ver 4.08 disc #8) available for $499.00US +[ ]MD2001 (ver 4.09 disc #9) available for $499.00US +[ ]MD2001 (ver 4.10 disc #10) available for $499.00US + +Monthly Updates (Additional Discs) +[ ]MD2002 (Single Disc Monthly Each) available for $399.0US (20% discount) +[ ]MD2002 (Two Discs Monthly) available for $699.00US (30% discount) +[ ]MD2002 (Four Discs Monthly) available for $1199.00US (40% discount) + +[ ] MD2002 (ver 4 - 11 CD Set- All Discs) available for $2798.00US (50% discount) + +[ ] Please have a sales representative contact me for more information!!! + +Total:$_____________________ + +(Purchase of 2 data discs deduct 20%, 4 discs deduct 30%, and for full set of discs deduct 50%) + +__________________________________________________________________ +CUSTOMER INFORMATION + +Company: + +Street Address: + +City: State: Zip: Country: + + +Contact Name: + +Title: + +Phone #: Ext.: Fax #: Fax Ext.: + +Contact Email Address: + +Referred By: + + +SHIPPING INFORMATION +*if applicable* + +If no address is entered we will use the address listed in the billing section + +Ship To: + +Street Address: + +City: State: Zip: Country: + +Shipping Phone: + +Domestic Shipping Options Only + +[ ] Shipping & Handling via Ground Delivery UPS (Included USA Only) +[ ] C.O.D. order ($17.50 C.O.D. Charge) Shipped 2nd Day Air +[ ] Express Processing, and Ship Priority Overnight for an additional $29.00 + + +International Shipping Options Only + +[ ] International Shipping is a flat priority fee of $49.00 + + +CHECK PAYMENT INFORMATION +[ ] Pay by check AMOUNT OF CHECK $____________ CHECK #________ + +***Be sure to include shipping charges if priority overnight or COD is selected above*** + +Mail all payments by check to: + +DataCom Marketing Corp. +1440 Coral Ridge Dr. #336 +Coral Springs, Florida 33071 +Attn: Processing & Shipping +954-340-1018 voice + + +CREDIT CARD AUTHORIZATION SECTION + +[ ] Pay by Credit Card TOTAL CHARGE + +Card Type: [ ] Visa [ ] Master Card [ ] American Express [ ] Discover + +Card Number: + +Card Holder Name: + +(*This must be completed & signed by cardholder) + +Billing Address: + +City: State: Zip: Country: + + +I authorize ""DataCom Marketing Corporation"" to charge my credit card or accept my payment for the ""Products Ordered"" CdRom in the amount as specified above plus shipping costs if express delivery. + +Also I acknowledge that any returns or credits will have a 20% restocking fee and balances (Less shipping and handling) will be applied towards replacement of products and/or applied towards my DataCom Marketing customer account. + +[International Only] +By signing under the credit card authorization section I am authorizing the credit card submitted to be billed approximately 6 weeks after the original amount is processed for the amount of the import duties and import taxes if applicable. I acknowledge the fact that ""DataCom Marketing Corporation"" does not know the amount of these duties/taxes prior to shipment as they vary from country to country. + + + +Customer Signature _____________________________________ Date________________ + + + +Sales Representative: 2369 Rev. 1017 + +------------------------------------------------------------------ +END ORDER FORM +------------------------------------------------------------------ + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To discontinue receipt of further notice at no cost and to be removed from all of our databases, simply reply to message with the word ""Remove"" in the subject line. Note: Email replies will not be automatically added to the remove database and may take up to 5 business days to process!!! If you are a Washington, Virginia, or California resident please remove yourself via email reply, phone at 954-340-1018, or by fax at 954-340-1917. We honor all removal requests. + +102601BW" +"allen-p/deleted_items/25.","Message-ID: <24383848.1075855375221.JavaMail.evans@thyme> +Date: Mon, 24 Dec 2001 14:18:38 -0800 (PST) +From: eservices@tdwaterhouse.com +To: pallen@enron.com +Subject: Market Insight: Restraints Will Be Overcome +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: TD Waterhouse @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + [IMAGE] Market Insight for December 24, 2001 From [IMAGE] The Gl= +obal Online Financial Services Firm Please note, the Market Insight will = +not be published next week. Have a safe and happy holiday season! Deadl= +ine for Converting to a Roth IRA December 31, 2001 is your deadline for co= +nverting a Traditional IRA to a Roth IRA. You should consult with a tax pr= +ofessional or accountant to help you determine if a conversion is advantag= +eous for you. For assistance, please call 1-800-934-4448, press 4 then 4 = +to speak with a Retirement Plans Specialist. Restraints Will Be Overcome = + We see an irregular upward trend in the market. Stocks face some formid= +able hurdles. The risk of additional terrorism and fresh memories of the m= +arket's 18-month downward spiral are inhibiting buying. So are dismal four= +th-quarter earnings pre-announcements as the economic cycle approaches bot= +tom, as well as continued high P/E ratios on recession-depressed profits. = +In addition, the supply of stock for sale at prices just above current lev= +els is heavy, according to technical analysts. But we expect that these= + and other impediments will be overcome. And we note that market recoverie= +s that proceed in halting fashion amid widespread skepticism often are the= + most sustainable. Congress's failure to pass a fiscal stimulus bill is n= +ot a major negative, according to S&P chief economist David Wyss. The econ= +omy will recover anyway, says Wyss, with absence of the package pinching = +GDP growth in 2002 by only 0.2%. Without fiscal stimulus, the chances of a= + 12th fed funds rate cut on January 30 are improved. Based on Wyss's fo= +recast of GDP turning positive in the first quarter and improving to an an= +nual growth rate of 5% in the fourth quarter, investors should be getting = +more encouraging news before long. The recent rally lost upward momentu= +m when it bumped up against overhead resistance at 1170 on the S&P 500 on = +December 5. With the help of turn-of-the-year reinvestment demand, the nex= +t attempt to work through this supply is likely to be more successful, say= +s Mark Arbeter, S&P chief technical analyst. But even if it is, the area = +of resistance runs all the way up to 1313, so Arbeter believes further pro= +gress in the period ahead will be labored. We think the S&P 500 and Nas= +daq will see double-digit gains over the course of 2002. A portfolio alloc= +ation of 65% stocks, 20% bonds and 15% cash reserves remains appropriate. = + As a TD Waterhouse customer, you can view a complete copy of S&P's The O= +utlook (a $298 value) for FREE. Just select 'News & Research' when you log= +in to yourTD Waterhouse account . The Outlook is available under 'Other R= +eports.' Managing Your Mutual Funds Doesn't Have to Be Complicated Hold= +ing mutual funds at several institutions can make managing your financial = +activities more difficult than it needs to be. Too many account statements= +, too many account and phone numbers, and just too much information to kee= +p track of. Consolidating your mutual funds can help simplify your life. = +Click here for a Transfer Form Your feedback is important to us! Emai= +l us with any questions or comments at eServices@tdwaterhouse.com TD= + Waterhouse Investor Services, Inc. Member NYSE/SIPC. Access to services= + and your account may be affected by market conditions, system performance= + or for other reasons. Under no circumstances should the information herei= +n be construed as a recommendation, offer to sell or solicitation of an of= +fer to buy a particular security. The article and opinions herein are obta= +ined from unaffiliated third parties and are provided for informational pu= +rposes only. While the information is deemed reliable, TD Waterhouse canno= +t guarantee its accuracy, completeness or suitability for any purpose and = +makes no warranties with regard to the results to be obtained from its use= +. To unsubscribe from this email, login to your account and select 'My= + Account' then 'My Info'. Or email us at eServices@tdwaterhouse.com =09 +" +"allen-p/deleted_items/250.","Message-ID: <24129694.1075858637335.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 21:04:46 -0700 (PDT) +From: usatoday1430@hotmail.kg +To: undisclosed.recipients@mailman.enron.com +Subject: MD2002 IS HERE... 22799 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: usatoday1430@hotmail.kg@ENRON +X-To: Undisclosed.Recipients@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The Ultimate Traditional & Internet Marketing Tool, Introducing the ""MasterDisc 2002"" version 4.00, now released its MASSIVE 11 disc set with over 150 Million database records (18 gigabytes) for companies, people, email, fax, phone and mailing addresses Worldwide! + +COMPLETE 11 DISC SET WILL BE SOLD FOR $499.00 PER DISC AFTER OCTOBER!!! + +We've slashed the price for 15 days only to get you hooked on our leads & data products. + +The first disc ver 4.00 (Contains a 1% sampling of all databases, all software titles, all demos, more then 20 million email addresses and many other resources) including unlimited usage is yours permanently for just $199.95 for your first disc (Normally $299.00) if you order today!!! Also huge discounts from 10%-50% off of data discs ver 4.01 to ver 4.10 + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +**** MASTERDISC 2002 CONTENTS **** + +We've gone out of our way to insure that this product is the finest of its kind available. Each CD (ver.4.01 to ver.4.10) contains approximately 1% of the 150 million records distributed with the following files, directories and databases: + +**411: USA white and yellow pages data records including the following states, and database record fields; + +Included States...(Alaska, Arizona, California, Colorado, Connecticut, Hawaii, Idaho, Illinois, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin, Wyoming) + +Included Fields...(ID, NAME, CONTACT, ADDRESS, CITY, STATE, ZIP, PHONE, TYPE, SIC1, SIC2, SIC3, SIC4, LATITUDE, LONGITUDE, POSTAL) + +#64,588,228 records + + + +**DISCREETLIST: Adult web site subscribers and adult webmasters email addresses. + +Subscribers (Email Address) #260,971 records + +Webmaster (Email Address) #18,104 records + + + +**DOCUMENTS: This directory contains very informative discussions about marketing and commercial email. + +Library: Online e-books related to marketing and commercial email +Reports: Useful reports and documents from various topics + +#7,209 Files + + +**EMAIL: This directory contains the email address lists broken down by groups such as domain, and more than one hundred categories into files with a maximum size of 100,000 records each for easy use. As well as several remove files that we suggest and highly recommend that you filter against all of your email lists. + +#31,414,838 records and #13,045,019 removes + + +**FORTUNE: This database contains primary contact data relating to fortune 500, fortune 1000, and millions more corporations sort able by company size and sales. The fields that are included are as follows; + +Fortune #1 +Included Fields...(ID, Company, Address, City, State, Zip, Phone, SIC, DUN, Sales, Employee, Contact, Title) + +#418,896 records + +Fortune #2 +Included Fields...(EMAIL, SIC CODE, Company, Phone, Fax, Street, City, ZIP, State, Country, First Name, Last Name) + +#2,019,442 records + + +**GENDERMAIL: Male and female email address lists that allow you target by gender with 99% accuracy. + +Male (Email Address) #13,131,440 records +Female (Email Address) #6,074,490 records + + +**MARKETMAKERS: Active online investors email addresses. Also information in reference to thousands of public companies symbols, and descriptions. + +#104,326 records + + +**MAXDISC: Online website owners, administrators, and technical contacts for website domain name owners of the "".com"", "".net"", and "".org"" sites. This database has information from about 25% of all registered domains with these extensions. + +MaxDisc_Canada_2.txt +Included Fields...(ID, Domain, Contact, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#74,550 records + +MaxDisc_City_State_Zip_1.txt +Included Fields...(ID, City, State, Zip) +#39,175 records + +MaxDisc_Country_Codes_1.txt +Included Fields...(ID, Country, Abv) +#253 records +MaxDisc_Email_Removes_1.txt +Included Fields...(ID, Email) +#163,834 records + +MaxDisc_Foreign_1.txt +Included Fields...(ID,Domain,Contact,Address1,Address2,Country) +#1,924,127 records + +MaxDisc_Foreign_2.zip +Included Fields...(ID, Domain, Company, Address, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,412,834 records + +MaxDisc_Meta_1.zip +Included Fields...(ID, Domain, Company, Address, City, State or Province, Zip, Country, First Name, Last Name, Email, Phone, Fax, Title, META Description, META Keywords, Body) +#293,225 records + +MaxDisc_Meta_2.zip +Included Fields...(ID, Domain, Email) +#188,768 records + +MaxDisc_Sic_Codes_1.zip +Included Fields...(Code, Description) +#11,629 records + +MaxDisc_USA_1.zip +Included Fields...(ID, Domain, Company, Contact, Address, City, State, Zip, Phone, Fax, Sic, Email) +#1,389,876 records + +MaxDisc_USA_2.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,998,891 records + +MaxDisc_USA_3.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,005,887 records + + + +**NEWSPAPERS: National directory of newspapers from small local papers to large metro news agencies. +Included Fields...(ID, Phone, Newspaper, City, State, Circulation, Frequency) +#9,277 records + + + +**PITBOSS: Avid Online casino and sports book players, and casino webmasters. + +Players Included Fields...(ID, FIRSTNAME, LASTNAME, ADDRESS, CITY, STATE, ZIP, COUNTRY, PHONE, EMAIL, PMTTYPE, USERID, HOSTNAME, IPADDRESS) + +#235,583 records + +Webmaster Included Fields...(domain, date_created, date_expires, date_updated, registrar, name_server_1, name_server_2, name_server_3, name_server_4, owner_name_1, owner_address_1, owner_city, owner_state, owner_zip, owner_country, admin_contact_name_1, admin_contact_name_2, admin_contact_address_1, admin_contact_city, admin_contact_state, admin_contact_zip, admin_contact_country, admin_contact_phone, admin_contact_fax, admin_contact_email, tech_contact_name_1, tech_contact_name_2, tech_contact_address_1, tech_contact_city, tech_contact_state, tech_contact_zip, tech_contact_country, tech_contact_phone, tech_contact_fax, tech_contact_email) +#82,371 records + + + +**SA: South American mailing databases from more than a dozen countries. Each mailing address belongs to a Visa or MasterCard credit card holder. Available countries such as; + +ARGENTINA, OSTA RICA, PERU, BRASIL, PUERTO_RICO, CHILE, PANAMA, URUGUAY, COLOMBIA, PARAGUAY, VENEZUELA + +Included Fields...(ID, NAME, ADDRESS, CODE) + +#650,456 records + + +**SOFTWARE: This directory contains 86 software titles, some are fully functional versions and others are demo versions. Many suites of commercial email tools as well as many other useful resources will be found here to help extract, verify, manage, and deliver successful commercial email marketing campaigns. + + +So overall the complete MasterDisc2002 will provide you with well over #150 million records which can be used for traditional marketing such as direct mail, fax transmission, telemarketing, and internet marketing such as commercial email campaigns. We look forward to providing you with the databases and software needed for your success!!! + +We are currently shipping our October 2001 release. + +Due to this incredibly discounted promotional price, we are accepting only credit card or check orders. Complete the buyer and shipping info, print and fax this form with a copy of your check attached or the completed credit card information. + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To Order Now Return The Form Below Via Fax #954-340-1917 + +------------------------------------------------------------------ +BEGIN ORDER FORM +------------------------------------------------------------------ +PRODUCTS OR SERVICES ORDER FORM + +[x] Place an X in the appropriate box for each product you want. + +MasterDisc 2002 (The Ultimate Marketing Database) +[ ]MD2002 (ver 4.00 MasterDisc 2002) available for $199.00US (33% discount) +[ ]MD2001 (ver 4.01 disc #1) available for $499.00US +[ ]MD2001 (ver 4.02 disc #2) available for $499.00US +[ ]MD2001 (ver 4.03 disc #3) available for $499.00US +[ ]MD2001 (ver 4.04 disc #4) available for $499.00US +[ ]MD2001 (ver 4.05 disc #5) available for $499.00US +[ ]MD2001 (ver 4.06 disc #6) available for $499.00US +[ ]MD2001 (ver 4.07 disc #7) available for $499.00US +[ ]MD2001 (ver 4.08 disc #8) available for $499.00US +[ ]MD2001 (ver 4.09 disc #9) available for $499.00US +[ ]MD2001 (ver 4.10 disc #10) available for $499.00US + +Monthly Updates (Additional Discs) +[ ]MD2002 (Single Disc Monthly Each) available for $399.0US (20% discount) +[ ]MD2002 (Two Discs Monthly) available for $699.00US (30% discount) +[ ]MD2002 (Four Discs Monthly) available for $1199.00US (40% discount) + +[ ] MD2002 (ver 4 - 11 CD Set- All Discs) available for $2798.00US (50% discount) + +[ ] Please have a sales representative contact me for more information!!! + +Total:$_____________________ + +(Purchase of 2 data discs deduct 20%, 4 discs deduct 30%, and for full set of discs deduct 50%) + +__________________________________________________________________ +CUSTOMER INFORMATION + +Company: + +Street Address: + +City: State: Zip: Country: + + +Contact Name: + +Title: + +Phone #: Ext.: Fax #: Fax Ext.: + +Contact Email Address: + +Referred By: + + +SHIPPING INFORMATION +*if applicable* + +If no address is entered we will use the address listed in the billing section + +Ship To: + +Street Address: + +City: State: Zip: Country: + +Shipping Phone: + +Domestic Shipping Options Only + +[ ] Shipping & Handling via Ground Delivery UPS (Included USA Only) +[ ] C.O.D. order ($17.50 C.O.D. Charge) Shipped 2nd Day Air +[ ] Express Processing, and Ship Priority Overnight for an additional $29.00 + + +International Shipping Options Only + +[ ] International Shipping is a flat priority fee of $49.00 + + +CHECK PAYMENT INFORMATION +[ ] Pay by check AMOUNT OF CHECK $____________ CHECK #________ + +***Be sure to include shipping charges if priority overnight or COD is selected above*** + +Mail all payments by check to: + +DataCom Marketing Corp. +1440 Coral Ridge Dr. #336 +Coral Springs, Florida 33071 +Attn: Processing & Shipping +954-340-1018 voice + + +CREDIT CARD AUTHORIZATION SECTION + +[ ] Pay by Credit Card TOTAL CHARGE + +Card Type: [ ] Visa [ ] Master Card [ ] American Express [ ] Discover + +Card Number: + +Card Holder Name: + +(*This must be completed & signed by cardholder) + +Billing Address: + +City: State: Zip: Country: + + +I authorize ""DataCom Marketing Corporation"" to charge my credit card or accept my payment for the ""Products Ordered"" CdRom in the amount as specified above plus shipping costs if express delivery. + +Also I acknowledge that any returns or credits will have a 20% restocking fee and balances (Less shipping and handling) will be applied towards replacement of products and/or applied towards my DataCom Marketing customer account. + +[International Only] +By signing under the credit card authorization section I am authorizing the credit card submitted to be billed approximately 6 weeks after the original amount is processed for the amount of the import duties and import taxes if applicable. I acknowledge the fact that ""DataCom Marketing Corporation"" does not know the amount of these duties/taxes prior to shipment as they vary from country to country. + + + +Customer Signature _____________________________________ Date________________ + + + +Sales Representative: 2369 Rev. 1017 + +------------------------------------------------------------------ +END ORDER FORM +------------------------------------------------------------------ + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To discontinue receipt of further notice at no cost and to be removed from all of our databases, simply reply to message with the word ""Remove"" in the subject line. Note: Email replies will not be automatically added to the remove database and may take up to 5 business days to process!!! If you are a Washington, Virginia, or California resident please remove yourself via email reply, phone at 954-340-1018, or by fax at 954-340-1917. We honor all removal requests. + +.102601BW" +"allen-p/deleted_items/251.","Message-ID: <8911286.1075858637358.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 17:25:17 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 12 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/252.","Message-ID: <18556744.1075858637381.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 16:11:01 -0700 (PDT) +From: chairman.office@enron.com +Subject: Solicitation Calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Office of the Chairman, +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Trade press, recruiting firms and others recently have made numerous calls to Enron employees seeking information about the company, its employees and other matters. In some cases, these callers have used false identities, as in, ""I'm from the SEC and I need you to provide me with?"" + +If you receive a call from someone identifying themselves as part of a government organization, please refer the caller to the legal department. Please refer calls from the trade press and other media inquiries to the Public Relations group. And otherwise, please treat Enron information as confidential. + +Thank you." +"allen-p/deleted_items/253.","Message-ID: <28312898.1075858637408.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 16:03:07 -0700 (PDT) +From: michelle.akers@enron.com +To: k..allen@enron.com, eric.bass@enron.com, anne.bike@enron.com, + frank.ermis@enron.com, email <.gasdaily@enron.com>, l..gay@enron.com, + mike.grigsby@enron.com, keith.holst@enron.com, + email <.kdoole@enron.com>, f..keavey@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + email <.liane@enron.com>, email <.mhenergy@enron.com>, + email <.mike@enron.com>, email <.ngw@enron.com>, + email <.phillip@enron.com>, email <.prices@enron.com>, + email <.prices@enron.com>, jay.reitmeyer@enron.com, + monique.sanchez@enron.com, m..scott@enron.com, p..south@enron.com, + m..tholt@enron.com +Subject: November Baseload Transactions for Enron (West Desk) as of + 10/26/2001 +Cc: michelle.akers@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michelle.akers@enron.com +X-From: Akers, Michelle +X-To: Allen, Phillip K. , Bass, Eric , Bike, Anne , Ermis, Frank , GasDaily (email) , Gay, Randall L. , Grigsby, Mike , Holst, Keith , kdoole - Publication Distribution (email) , Keavey, Peter F. , Kuykendall, Tori , Lenhart, Matthew , Liane Kucher (email) , mhenergy - Publication Distribution (email) , Mike Grigsby @ home (email) , NGW Publication (email) , Phillip Allen - Home (email) , Prices - Intelligence Press (email) , Prices - L Kuch (email) , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , South, Steven P. , Tholt, Jane M. +X-cc: Akers, Michelle +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +****Please be advised that this information is confidential and proprietary. We ask that this confidential information be treated as such, in accordance with applicable laws and regulations governing disclosure of confidential information by gas marketers such as Enron." +"allen-p/deleted_items/254.","Message-ID: <19481442.1075858637435.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 14:45:53 -0700 (PDT) +From: no.address@enron.com +Subject: Supplemental Weekend Outage Report for 10-26-01 through 10-28-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 26, 2001 5:00pm through October 29, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +3 ALLEN CENTER POWER OUTAGE: +Time: Sat 10/27/2001 at 4:00:00 PM CT thru Sat 10/27/2001 at 8:00:00 PM CT + Sat 10/27/2001 at 2:00:00 PM PT thru Sat 10/27/2001 at 6:00:00 PM PT + Sat 10/27/2001 at 10:00:00 PM London thru Sun 10/28/2001 at 2:00:00 AM London +From 4:00 - 8:00 p.m., Trizechan Properties has scheduled a shutdown of all electrical service at 3 Allen Center. Enron Network Services will power down the 3AC network infrastructure between 3:30-4:00. There will be no 3 Allen Center network access during the electrical maintenance and the outage will continue until ENS is able to power up all of the networking devices. +All 3AC and 2AC employees will have no telephone or voicemail service during outage period. When power is restored to building, systems will be powered back up and telco services tested for dial tone and connectivity. +If you need access to 3AC anytime that Saturday, you will need to contact Trizechan Properties beforehand with your security information (Jael Olson at 713-336-2300). Anyone who attempts to enter the building on Saturday that is not on the list will be denied access. + + + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: SEE ORIGINAL REPORT + +EES: +Impact: EES +Time: Fri 10/26/2001 at 7:00:00 PM CT thru Fri 10/26/2001 at 7:30:00 PM CT + Fri 10/26/2001 at 5:00:00 PM PT thru Fri 10/26/2001 at 5:30:00 PM PT + Sat 10/27/2001 at 1:00:00 AM London thru Sat 10/27/2001 at 1:30:00 AM London +Outage: Upgrade IOS On Chicago Router +Environments Impacted: EES +Purpose: Voice Tie Lines not working correctly. +Backout: Load a different IOS. +Contact(s): Garhett Clark 713-345-9953 + +Impact: EES POSTPONED +Time: Sat 10/27/2001 at 6:00:00 PM CT thru Sun 10/28/2001 at 12:00:00 AM CT + Sat 10/27/2001 at 4:00:00 PM PT thru Sat 10/27/2001 at 10:00:00 PM PT + Sun 10/28/2001 at 12:00:00 AM London thru Sun 10/28/2001 at 6:00:00 AM London +Outage: Migrate EESHOU-FS1to SAN +Environments Impacted: EES +Purpose: New Cluster server is on SAN and SAN backups +This will provide better performance, server redundancy, and backups should complete without problems. +Backout: Take new server offline, +Bring up old servers +change users profiles back to original settings. +Contact(s): Roderic H Gerlach 713-345-3077 + +EI: ALSO SEE ORIGINAL REPORT +Impact: EI +Time: Sat 10/27/2001 at 2:00:00 PM CT thru Sat 10/27/2001 at 8:30:00 PM CT + Sat 10/27/2001 at 12:00:00 PM PT thru Sat 10/27/2001 at 6:30:00 PM PT + Sat 10/27/2001 at 8:00:00 PM London thru Sun 10/287/2001 at 2:30:00 AM London +Outage: Moving ei-dns01 and ei-dns02 from 3AC 17th floor to 35th floor. +Environments Impacted: DNS +Purpose: We are losing the space on 17th floor in 3AC. We are moving during the building power outage so that we take the server down only once. +Backout: None, we have to move before Nov.1. +Contact(s): Malcolm Wells 713-345-3716 + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: +Impact: Corp +Time: Sat 10/27/2001 at 12:00:00 AM CT thru Sat 10/27/2001 at 6:00:00 AM CT + Fri 10/26/2001 at 10:00:00 PM PT thru Sat 10/27/2001 at 4:00:00 AM PT + Sat 10/27/2001 at 6:00:00 AM London thru Sat 10/27/2001 at 12:00:00 PM London +Outage: AT@T Cable & Wireless +Environments Impacted: Houston T1 to Quebec +Purpose: +Backout: +Contact(s): Brandy Brumbaugh 800-486-9999 + +Impact: CORP +Time: Fri 10/26/2001 at 6:00:00 PM CT thru Fri 10/26/2001 at 6:15:00 PM CT + Fri 10/26/2001 at 4:00:00 PM PT thru Fri 10/26/2001 at 4:15:00 PM PT + Sat 10/27/2001 at 12:00:00 AM London thru Sat 10/27/2001 at 12:15:00 AM London +Outage: Nortel VPN cable run +Environments Impacted: Corp +Purpose: To change VPN routing from 3AC to ECN +Backout: pull cables. +Contact(s): Chrissy Grove 713-345-8269 + Vince Fox 713-853-5337 + +Impact: CORP +Time: Fri 10/26/2001 at 10:30:00 PM CT thru Fri 10/26/2001 at 11:00:00 PM CT + Fri 10/26/2001 at 8:30:00 PM PT thru Fri 10/26/2001 at 9:00:00 PM PT + Sat 10/27/2001 at 4:30:00 AM London thru Sat 10/27/2001 at 5:00:00 AM London +Outage: Nortel VPN router change +Environments Impacted: Corp +Purpose: To migrate out of 3AC to avoid power outage this weekend. +Backout: Turn routing to 3AC back on. +Contact(s): Chrissy Grove 713-345-8269 + Vince Fox 713-853-5337 + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: No Scheduled Outages. + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: SEE ORIGINAL REPORT + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: SEE ORIGINAL REPORT + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +---------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"allen-p/deleted_items/255.","Message-ID: <457581.1075858637474.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 14:52:06 -0700 (PDT) +From: savita.puthigai@enron.com +To: s..shively@enron.com, mike.cowan@enron.com, k..allen@enron.com, + scott.neal@enron.com, a..martin@enron.com +Subject: ENRONONLINE- GAS PHYSICAL GTC CHANGE +Cc: teresa.mandola@enron.com, brad.richter@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: teresa.mandola@enron.com, brad.richter@enron.com +X-From: Puthigai, Savita +X-To: Shively, Hunter S. , Cowan, Mike , Allen, Phillip K. , Neal, Scott , Martin, Thomas A. +X-cc: Mandola, Teresa , Richter, Brad +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Due to the sale of HPL we will be modifying the General Terms and Conditions (""GTC"") governing all North American physical natural gas transactions on EnronOnline, on Nov 5th. This will require all Counterparties' not having a Master Agreement governing Physicals to accept the revised GTC in order to continue transacting in these Physicals. +In order to ensure minimal disruption to trading we are taking the following steps. +There will be a pop-up announcement to this effect on EnronOnline on Monday Oct 29th +There will be a ticker with the same information all week , next week on EnronOnline. +The modified version of the GTC will be available on EnronOnline all week, next week for any customers wishing to have their legal departments review it before they accept it. +The EnronOnline marketing group will be contacting customers who had previously accepted the GTC to make sure they are comfortable with the changes. +If you need more information or have any questions please call me at X 31787 +Savita + + +" +"allen-p/deleted_items/256.","Message-ID: <6612335.1075858637497.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 13:59:37 -0700 (PDT) +From: e-mail.center@wsj.com +To: business_alert@listserv.dowjones.com +Subject: BUSINESS ALERT: Lockheed Wins $200 Billion Fighter-Jet Contract +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: BUSINESS_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +__________________________________ +BUSINESS ALERT +from The Wall Street Journal + + +Oct. 26, 2001 + +Lockheed Martin beat out Boeing for a $200 billion Defense Department +contract to build the next generation of fighter jets. It is the biggest +award in military history. + +FOR MORE INFORMATION, see: +http://interactive.wsj.com/articles/SB1004128010420488640.htm + + +__________________________________ +ADVERTISEMENT + +Amica Insurance-the financial strength to see you through +and the integrity to keep our promises. A.M. Best Company A++. +Standard and Poor's AA+. Ward's Top 50 Company. Free quotes! + +http://www.amica.com?/11_0/11_00_AutoQuoteIntro.asp + +__________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: + + +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Business News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved. + +" +"allen-p/deleted_items/257.","Message-ID: <1246642.1075858637520.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 14:26:11 -0700 (PDT) +From: mike.grigsby@enron.com +To: k..allen@enron.com, l..gay@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, jay.reitmeyer@enron.com, + monique.sanchez@enron.com, m..scott@enron.com, matt.smith@enron.com, + p..south@enron.com, patti.sullivan@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com, jason.wolfe@enron.com +Subject: Var rate sheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Allen, Phillip K. , Gay, Randall L. , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , Smith, Matt , South, Steven P. , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Temp file until the IT group completes the Internet version. " +"allen-p/deleted_items/258.","Message-ID: <14352313.1075858637544.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 14:52:23 -0800 (PST) +From: mike.grigsby@enron.com +To: k..allen@enron.com, l..gay@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, jay.reitmeyer@enron.com, + monique.sanchez@enron.com, m..scott@enron.com, matt.smith@enron.com, + p..south@enron.com, patti.sullivan@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com, jason.wolfe@enron.com +Subject: FW: ExpansionSummary 10-11-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Allen, Phillip K. , Gay, Randall L. , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , Smith, Matt , South, Steven P. , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +-----Original Message----- +From: Polsky, Phil +Sent: Tuesday, October 23, 2001 6:20 PM +To: Grigsby, Mike +Subject: ExpansionSummary 10-11-01 + + +Here is the raw data file. + + ExpansionSummary 10-11-01" +"allen-p/deleted_items/259.","Message-ID: <30070113.1075858637581.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 06:08:07 -0800 (PST) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, s..shively@enron.com, k..allen@enron.com, + f..calger@enron.com, david.duran@enron.com, brian.redmond@enron.com, + john.thompson@enron.com, rob.milnthorp@enron.com, + wes.colwell@enron.com, sally.beck@enron.com, david.oxley@enron.com, + joseph.deffner@enron.com, shanna.funkhouser@enron.com, + eric.gonzales@enron.com, j.kaminski@enron.com, + larry.lawyer@enron.com, chris.mahoney@enron.com, + thomas.myers@enron.com, l..nowlan@enron.com, beth.perlman@enron.com, + a..price@enron.com, daniel.reck@enron.com, cindy.skinner@enron.com, + scott.tholan@enron.com, gary.taylor@enron.com, + heather.purcell@enron.com, jeff.andrews@enron.com, + lucy.ortiz@enron.com, josey'.'scott@enron.com, + kevin.mcgowan@enron.com, cathy.phillips@enron.com, + georganne.hodges@enron.com, deb.korkmas@enron.com, + kay.young@enron.com, laurie.mayer@enron.com, stanley.cocke@enron.com, + larry.gagliardi@enron.com, jean.mrha@enron.com, a..gomez@enron.com, + s..friedman@enron.com, kathie.grabstald@enron.com, + d..baughman@enron.com, tricoli'.'carl@enron.com, + ward'.'charles@enron.com, crook'.'jody@enron.com, + arnell'.'doug@enron.com, alan.aronowitz@enron.com, + neil.davies@enron.com, ellen.fowler@enron.com, + gary.hickerson@enron.com, david.leboe@enron.com, + randal.maffett@enron.com, george.mcclellan@enron.com, + stuart.staley@enron.com, mark.tawney@enron.com, m..presto@enron.com, + karin.williams@enron.com +Subject: News Deadline +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E , Weatherford, April , Ervin, Lorna +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +If your team would like to contribute to this week's newsletter, please submit your BUSINESS HIGHLIGHT OR NEWS by noon Wednesday, October 31. + +Thank you! + +Kathie Grabstald +x 3-9610" +"allen-p/deleted_items/260.","Message-ID: <25095902.1075858637606.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 14:41:38 -0800 (PST) +From: mike.grigsby@enron.com +To: k..allen@enron.com, l..gay@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, jay.reitmeyer@enron.com, + monique.sanchez@enron.com, m..scott@enron.com, matt.smith@enron.com, + p..south@enron.com, patti.sullivan@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com, jason.wolfe@enron.com +Subject: FW: Summary for Grigsby.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Allen, Phillip K. , Gay, Randall L. , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , Reitmeyer, Jay , Sanchez, Monique , Scott, Susan M. , Smith, Matt , South, Steven P. , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Polsky, Phil +Sent: Wednesday, October 24, 2001 7:57 AM +To: Grigsby, Mike +Subject: Summary for Grigsby.xls + +MIke, + +Attached is the updated summary regarding expansions in the west. There is only one change - PGT 2003 expansion. The expansion has now dropped from 230,000 MM/d to 160,000 MM/d due to PPL dropping out. + +Let me know if you need anything else. + +Phil + + + +" +"allen-p/deleted_items/261.","Message-ID: <7617759.1075858637628.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 07:33:59 -0800 (PST) +From: adrianne.engler@enron.com +To: k..allen@enron.com +Subject: the candidate we spoke about this morning... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Engler, Adrianne +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +Phillip - + +This is the candidate I spoke with you about this morning... + +Brent currently works in our London office as an Analyst and is looking to come over to the Houston office. We would like to get him into the November 1st interviews. + +His contact information is on the resume, but here is his number as well +44-20-778-35558 ....for a London line direct to Brent dial 844-35558 + +Thank you! +Adrianne +x57302 + +the resume is attached...." +"allen-p/deleted_items/262.","Message-ID: <21519330.1075858637651.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 08:10:00 -0800 (PST) +From: adrianne.engler@enron.com +To: k..allen@enron.com +Subject: RE: the candidate we spoke about this morning... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Engler, Adrianne +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip - + +Lets try this one....Thanks! + +Adrianne + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, October 29, 2001 10:08 AM +To: Engler, Adrianne +Subject: RE: the candidate we spoke about this morning... + + +Adrianne, + +I cannot download his resume. Please resend. + +Phillip + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 7:34 AM +To: Allen, Phillip K. +Subject: the candidate we spoke about this morning... + + + + +Phillip - + +This is the candidate I spoke with you about this morning... + +Brent currently works in our London office as an Analyst and is looking to come over to the Houston office. We would like to get him into the November 1st interviews. + +His contact information is on the resume, but here is his number as well +44-20-778-35558 ....for a London line direct to Brent dial 844-35558 + +Thank you! +Adrianne +x57302 + +the resume is attached...." +"allen-p/deleted_items/263.","Message-ID: <25726088.1075858637674.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 09:18:12 -0800 (PST) +From: adrianne.engler@enron.com +To: k..allen@enron.com +Subject: RE: the candidate we spoke about this morning... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Engler, Adrianne +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +THANK YOU!! + +Have a great day! +-----Original Message----- +From: Allen, Phillip K. +Sent: Monday, October 29, 2001 11:05 AM +To: Engler, Adrianne +Subject: RE: the candidate we spoke about this morning... + + +Adrianne, + +I spoke to Brent D. I would recommend that he is given a chance to interview for the program. + +Phillip + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 8:10 AM +To: Allen, Phillip K. +Subject: RE: the candidate we spoke about this morning... + +Phillip - + +Lets try this one....Thanks! + +Adrianne + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, October 29, 2001 10:08 AM +To: Engler, Adrianne +Subject: RE: the candidate we spoke about this morning... +Adrianne, + +I cannot download his resume. Please resend. + +Phillip + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 7:34 AM +To: Allen, Phillip K. +Subject: the candidate we spoke about this morning... + + + + +Phillip - + +This is the candidate I spoke with you about this morning... + +Brent currently works in our London office as an Analyst and is looking to come over to the Houston office. We would like to get him into the November 1st interviews. + +His contact information is on the resume, but here is his number as well +44-20-778-35558 ....for a London line direct to Brent dial 844-35558 + +Thank you! +Adrianne +x57302 + +the resume is attached...." +"allen-p/deleted_items/264.","Message-ID: <29513826.1075858637712.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 09:34:48 -0800 (PST) +From: veronica.espinoza@enron.com +To: r..brackett@enron.com, s..bradford@enron.com, r..conner@enron.com, + genia.fitzgerald@enron.com, patrick.hanse@enron.com, + ann.murphy@enron.com, s..theriot@enron.com, + christian.yoder@enron.com, j..miller@enron.com, steve.neal@enron.com, + s..olinger@enron.com, h..otto@enron.com, david.parquet@enron.com, + w..pereira@enron.com, beth.perlman@enron.com, s..pollan@enron.com, + a..price@enron.com, daniel.reck@enron.com, leslie.reeves@enron.com, + andrea.ring@enron.com, sara.shackleton@enron.com, + a..shankman@enron.com, s..shively@enron.com, d..sorenson@enron.com, + p..south@enron.com, k..allen@enron.com, a..allen@enron.com, + john.arnold@enron.com, c..aucoin@enron.com, d..baughman@enron.com, + bob.bowen@enron.com, f..brawner@enron.com, greg.brazaitis@enron.com, + craig.breslau@enron.com, brad.coleman@enron.com, + tom.donohoe@enron.com, michael.etringer@enron.com, + h..foster@enron.com, sheila.glover@enron.com, jungsuk.suh@enron.com, + legal <.taylor@enron.com>, m..tholt@enron.com, jake.thomas@enron.com, + fred.lagrasta@enron.com, janelle.scheuer@enron.com, + n..gilbert@enron.com, jennifer.fraser@enron.com, + lisa.mellencamp@enron.com, shonnie.daniel@enron.com, + n..gray@enron.com, steve.van@enron.com, mary.cook@enron.com, + gerald.nemec@enron.com, mary.ogden@enron.com, carol.st.@enron.com, + nathan.hlavaty@enron.com, craig.taylor@enron.com, j..sturm@enron.com, + geoff.storey@enron.com, keith.holst@enron.com, f..keavey@enron.com, + mike.grigsby@enron.com, h..lewis@enron.com, + debra.perlingiere@enron.com, maureen.smith@enron.com, + sarah.mulholland@enron.com, r..barker@enron.com, + b..fleming@enron.com, e..dickson@enron.com, j..ewing@enron.com, + r..lilly@enron.com, j..hanson@enron.com, kevin.bosse@enron.com, + william.stuart@enron.com, y..resendez@enron.com, + w..eubanks@enron.com, sheetal.patel@enron.com, + john.lavorato@enron.com, martin.o'leary@enron.com, + souad.mahmassani@enron.com, m..singer@enron.com, + jay.knoblauh@enron.com, gregory.schockling@enron.com, + dan.mccairns@enron.com, ragan.bond@enron.com, ina.rangel@enron.com, + lisa.gillette@enron.com, ron'.'green@enron.com, + jennifer.blay@enron.com, audrey.cook@enron.com, + teresa.seibel@enron.com, dennis.benevides@enron.com, + tracy.ngo@enron.com, joanne.harris@enron.com, paul.tate@enron.com, + christina.bangle@enron.com, tom.moran@enron.com, + lester.rawson@enron.com, m.hall@enron.com, bryce.baxter@enron.com, + bernard.dahanayake@enron.com, richard.deming@enron.com, + derek.bailey@enron.com, diane.anderson@enron.com, + joe.hunter@enron.com, ellen.wallumrod@enron.com, bob.bowen@enron.com, + lisa.lees@enron.com, stephanie.sever@enron.com, + joni.fisher@enron.com, vladimir.gorny@enron.com, + russell.diamond@enron.com, angelo.miroballi@enron.com, + k..ratnala@enron.com, credit <.williams@enron.com>, + cyndie.balfour-flanagan@enron.com, stacey.richardson@enron.com, + s..bryan@enron.com, kathryn.bussell@enron.com, l..mims@enron.com, + lee.jackson@enron.com, b..boxx@enron.com, randy.otto@enron.com, + daniel.quezada@enron.com, bryan.hull@enron.com, + gregg.penman@enron.com, clinton.anderson@enron.com, + lisa.valderrama@enron.com, yuan.tian@enron.com, + raiford.smith@enron.com, denver.plachy@enron.com, + eric.moon@enron.com, ed.mcmichael@enron.com, jabari.martin@enron.com, + kelli.little@enron.com, george.huan@enron.com, + jonathan.horne@enron.com, alex.hernandez@enron.com, + maria.garza@enron.com, santiago.garcia@enron.com, + loftus.fitzwater@enron.com, darren.espey@enron.com, + louis.dicarlo@enron.com, steven.curlee@enron.com, + mark.breese@enron.com, eric.boyt@enron.com, l..kelly@enron.com, + cynthia.franklin@enron.com, dayem.khandker@enron.com, + judy.thorne@enron.com, jennifer.jennings@enron.com, + rebecca.phillips@enron.com, john.grass@enron.com, + nelson.ferries@enron.com, andrea.ring@enron.com, + lucy.ortiz@enron.com, a..martin@enron.com, tana.jones@enron.com, + t..lucci@enron.com, gerald.nemec@enron.com, tiffany.smith@enron.com, + jeff.stephens@enron.com, dutch.quigley@enron.com, t..hodge@enron.com, + scott.goodell@enron.com, mike.maggi@enron.com, + john.griffith@enron.com, larry.may@enron.com, + chris.germany@enron.com, vladi.pimenov@enron.com, + judy.townsend@enron.com, scott'.'hendrickson@enron.com, + kevin.ruscitti@enron.com, trading <.williams@enron.com>, + matthew.lenhart@enron.com, monique.sanchez@enron.com, + chris.lambie@enron.com, jay.reitmeyer@enron.com, l..gay@enron.com, + j..farmer@enron.com, eric.bass@enron.com, tanya.rohauer@enron.com, + sherry.pendegraft@enron.com, shauywn.smith@enron.com, + jim.willis@enron.com, l..dinari@enron.com, t..muzzy@enron.com, + stephanie.stehling@enron.com, sean.riordan@enron.com, + thomas.mcfatridge@enron.com, jason.panos@enron.com, + a.hernandez@enron.com +Subject: Credit Watch List--Week of 10/29/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Espinoza, Veronica +X-To: Brackett, Debbie R. , Bradford, William S. , Conner, Andrew R. , Fitzgerald, Genia , Hanse, Patrick , Murphy, Melissa Ann , Theriot, Kim S. , Yoder, Christian , Miller, Mike J. , Neal, Steve , Olinger, Kimberly S. , Otto, Charles H. , Parquet, David , Pereira, Susan W. , Perlman, Beth , Pollan, Sylvia S. , Price, Brent A. , Reck, Daniel , Reeves, Leslie , Ring, Andrea , Shackleton, Sara , Shankman, Jeffrey A. , Shively, Hunter S. , Sorenson, Jefferson D. , South, Steven P. , Allen, Phillip K. , Allen, Thresa A. , Arnold, John , Aucoin, Berney C. , Baughman, Edward D. , Bowen, Bob , Brawner, Sandra F. , Brazaitis, Greg , Breslau, Craig , Coleman, Brad , Donohoe, Tom , Etringer, Michael , Foster, Chris H. , Glover, Sheila , Suh, Jungsuk , Taylor, Mark E (Legal) , Tholt, Jane M. , Thomas, Jake , Lagrasta, Fred , Scheuer, Janelle , Gilbert, George N. , Fraser, Jennifer , Mellencamp, Lisa , Daniel, Shonnie , Gray, Barbara N. , Van Hooser, Steve , Cook, Mary , Nemec, Gerald , Ogden, Mary , St. Clair, Carol , Hlavaty, Nathan , Taylor, Craig , Sturm, Fletcher J. , Storey, Geoff , Holst, Keith , Keavey, Peter F. , Grigsby, Mike , Lewis, Andrew H. , Perlingiere, Debra , Smith, Maureen , Mulholland, Sarah , Barker, James R. , Fleming, Matthew B. , Dickson, Stacy E. , Ewing, Linda J. , Lilly, Kyle R. , Hanson, Kristen J. , Bosse, Kevin , Stuart III, William , Resendez, Isabel Y. , Eubanks Jr., David W. , Patel, Sheetal , Lavorato, John , O'Leary, Martin , Mahmassani, Souad , Singer, John M. , Knoblauh, Jay , Schockling, Gregory , McCairns, Dan , Bond, Ragan , Rangel, Ina , Gillette, Lisa , 'Green, Ron' , Blay, Jennifer , Cook, Audrey , Seibel, Teresa , Benevides, Dennis , Ngo, Tracy , Harris, JoAnne , Tate, Paul , Bangle, Christina , Moran, Tom , Rawson, Lester , Hall, Bob M , Baxter, Bryce , Dahanayake, Bernard , Deming, Richard , Bailey, Derek , Anderson, Diane , Hunter, Larry Joe , Wallumrod, Ellen , Bowen, Bob , Lees, Lisa , Sever, Stephanie , Fisher, Joni , Gorny, Vladimir , Diamond, Russell , Miroballi, Angelo , Ratnala, Melissa K. , Williams, Jason R (Credit) , Balfour-Flanagan, Cyndie , Richardson, Stacey , Bryan, Linda S. , Bussell l, Kathryn , Mims, Patrice L. , Jackson, Lee , Boxx, Pam B. , Otto, Randy , Quezada, Daniel , Hull, Bryan , Penman, Gregg , Anderson, Clinton , Valderrama, Lisa , Tian, Yuan , Smith, Raiford , Plachy, Denver , Moon, Eric , McMichael Jr., Ed , Martin, Jabari , Little, Kelli , Huan, George , Horne, Jonathan , Hernandez, Alex , Garza, Maria , Garcia, Santiago , Fitzwater, Loftus , Espey, Darren , Dicarlo, Louis , Curlee, Steven , Breese, Mark , Boyt, Eric , Kelly, Katherine L. , Franklin, Cynthia , Khandker, Dayem , Thorne, Judy , Jennings, Jennifer , Phillips, Rebecca , Grass, John , Ferries, Nelson , Ring, Andrea , Ortiz, Lucy , Martin, Thomas A. , Jones, Tana , Lucci, Paul T. , Nemec, Gerald , Smith, Tiffany , Stephens, Jeff , Quigley, Dutch , Hodge, Jeffrey T. , Goodell, Scott , Maggi, Mike , Griffith, John , May, Larry , Germany, Chris , Pimenov, Vladi , Townsend, Judy , 'Hendrickson, Scott' , Ruscitti, Kevin , Williams, Jason (Trading) , Lenhart, Matthew , Sanchez, Monique , Lambie, Chris , Reitmeyer, Jay , Gay, Randall L. , Farmer, Daren J. , Bass, Eric , Rohauer, Tanya , Pendegraft, Sherry , Smith, Shauywn , Willis, Jim , Dinari, Sabra L. , Muzzy, Charles T. , Stehling, Stephanie , Riordan, Sean , McFatridge, Thomas , Panos, Jason , Hernandez, Jesus A +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Attached is a revised Credit Watch listing for the week of 10/29/01. Please note that Co-Steel, Inc. was placed on ""Call Credit"" this week. +If there are any personnel in your group that were not included in this distribution, please insure that they receive a copy of this report. +To add additional people to this distribution, or if this report has been sent to you in error, please contact Veronica Espinoza at x6-6002. + +For other questions, please contact Jason R. Williams at x5-3923, Veronica Espinoza at x6-6002 or Darren Vanek at x3-1436. + + + +" +"allen-p/deleted_items/265.","Message-ID: <3706344.1075858637737.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 10:17:06 -0800 (PST) +From: monica.l.brown@accenture.com +To: k..allen@enron.com +Subject: RE: Confirmation: Risk Management Simulation Meeting 10/30/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: monica.l.brown@accenture.com@ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +That is fine! + + + + + Phillip.K.Allen@enron.c + om To: Monica L. Brown/Internal/Accenture@Accenture + cc: + 10/29/2001 09:43 AM Subject: RE: Confirmation: Risk Management Simulation Meeting + 10/30/01 + + + + + +Can we meet from 10am-11am instead? + + -----Original Message----- + From: monica.l.brown@accenture.com@ENRON + Sent: Monday, October 29, 2001 9:16 AM + To: Allen, Phillip K. + Cc: sheri.a.righi@accenture.com + Subject: RE: Confirmation: Risk Management Simulation Meeting + 10/30/01 + + + Sheri and I would like to discuss the practice questions and graphic + ideas + with you for the the Knowledge System. We wanted to get some feedback + from + you as well as your input. + + Thanks, + Monica + + + + + + Phillip.K.Allen@enron.c + om To: Monica L. + Brown/Internal/Accenture@Accenture + cc: + 10/29/2001 09:02 AM Subject: RE: + Confirmation: Risk Management Simulation Meeting + 10/30/01 + + + + + + Please send more details regarding this meeting + + -----Original Message----- + From: monica.l.brown@accenture.com@ENRON + Sent: Monday, October 29, 2001 8:39 AM + To: pallen@enron.com + Cc: sheri.a.righi@accenture.com + Subject: Confirmation: Risk Management Simulation Meeting + 10/30/01 + + Hi Phillip, + + This message is to confirm our meeting with you on, Tuesday, + October + 30th + from 9:00 am - 10:00 am, the location will be EB 3267. Attendees + will + be + Monica Brown and Sheri Righi. + + Let me know if you have any questions. I can be reached at + 713-345-6687. + + Thanks, + Monica L. Brown + Accenture + Houston - 2929 Allen Parkway + Direct Dial: +1 713 837 1749 + VPN & Octel: 83 / 71749 + Fax: +1 713 257 7211 + email: monica.l.brown@accenture.com + + + + This message is for the designated recipient only and may contain + privileged or confidential information. If you have received it + in + error, + please notify the sender immediately and delete the original. + Any + other + use of the email by you is prohibited. + + + + + ********************************************************************** + This e-mail is the property of Enron Corp. and/or its relevant + affiliate + and may contain confidential and privileged material for the sole use + of + the intended recipient (s). Any review, use, distribution or + disclosure by + others is strictly prohibited. If you are not the intended recipient + (or + authorized to receive for the recipient), please contact the sender or + reply to Enron Corp. at enron.messaging.administration@enron.com and + delete + all copies of the message. This e-mail (and any attachments hereto) + are not + intended to be an offer (or an acceptance) and do not create or + evidence a + binding and enforceable contract between Enron Corp. (or any of its + affiliates) and the intended recipient or any other party, and may not + be + relied on by anyone as the basis of a contract by estoppel or + otherwise. + Thank you. + ********************************************************************** + + + + + This message is for the designated recipient only and may contain + privileged or confidential information. If you have received it in + error, + please notify the sender immediately and delete the original. Any + other + use of the email by you is prohibited. + + + + + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/deleted_items/266.","Message-ID: <15511500.1075858637762.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 12:12:00 -0800 (PST) +From: ina.rangel@enron.com +To: jay.reitmeyer@enron.com, shelly.mendel@enron.com, matthew.lenhart@enron.com, + frank.ermis@enron.com, p..south@enron.com, l..gay@enron.com, + m..tholt@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + k..allen@enron.com, matt.smith@enron.com, tori.kuykendall@enron.com, + craig.breslau@enron.com, john.arnold@enron.com, mike.maggi@enron.com, + dutch.quigley@enron.com, andy.zipper@enron.com, + justin.rostant@enron.com, john.griffith@enron.com +Subject: FW: Presentation Announcement +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Reitmeyer, Jay , Mendel, Shelly , Lenhart, Matthew , Ermis, Frank , South, Steven P. , Gay, Randall L. , Tholt, Jane M. , Grigsby, Mike , Holst, Keith , Allen, Phillip K. , Smith, Matt , Kuykendall, Tori , Breslau, Craig , Arnold, John , Maggi, Mike , Quigley, Dutch , Zipper, Andy , Rostant, Justin , Griffith, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Crenshaw, Shirley +Sent: Thursday, October 25, 2001 2:15 PM +To: Black, Tamara Jae; Rangel, Ina; Coneway, Betty J. +Subject: Presentation Announcement + +Hello everyone: + +Would you please forward this announcement to your groups? I really appreciate your help! + +Thanks! + +Shirley Crenshaw + +************************************************************************************************************************************************* + +You are invited to attend the following presentation: + +PSIM: A Power Simulation Tool + +PSIM is a proprietary model developed by Enron Research Group. + +? It takes Power, Gas, Weather and demand information into consideration and + uses Monte-Carlo simulation to assess the expected deal value and risk distribution. +? It evaluates complex electricity related contracts such +as Full Requirement and load following contract. +? It also provides a valuation tool for power assets and asset management deals. +? It works for both deal specific or portfolio issues. + +In this presentation we will show how the model can be used to deal with various types +of contracts, explain the model structure and point out further applications. + +Date: October 30, 2001 +Time: 4:00 pm +Location: EB5C2 +Presenter: Alex Huang + + +Registration is required for a head count. +Please call Shirley Crenshaw at 3-5290 to register. + +Pizza and soft drinks will be served. + + + + + + +" +"allen-p/deleted_items/267.","Message-ID: <17409968.1075858637784.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 11:00:24 -0800 (PST) +From: gthorse@keyad.com +To: k..allen@enron.com +Subject: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Greg Thorse"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I need to get the contract for Galaxy and Grande executed today. In addition +I will need to close the loan at the title company in Hays County this week. +If you elect me vice-president of Bishops Corner, Inc., I can take care of +all of the documents. From a logistics standpoint this probably would be +the best way to handle it. + +Please let me know today if possible so I can send them to the lender. + + +Sincerely, + + +Greg Thorse" +"allen-p/deleted_items/268.","Message-ID: <14688686.1075858637806.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 15:13:17 -0800 (PST) +From: leanne@integrityrs.com +To: leanne@integrityrs.com +Subject: MCE Educational Offering +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Leanne @ENRON +X-To: leanne@integrityrs.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Hello: +On November 1 and 2, Integrity Real Estate Educational Services will be +offering a course entitled ""Basic Legal Issues in Commercial Real Estate & +Ethics in Real Estate"". This two-day course is Texas Real Estate Commission +approved and fulfills the required 15 hours of MCE credit. +The course will be held in Austin, Texas. The instructors will be Ken +Mills, P.C. and the Reverend Albert Gani. For more information please visit http://www.integrityrs.com/mce.html to view the course flyer. Please note: +you may need to refresh or reload this page in your browser to view the +current document. +Integrity Real Estate Educational Services, Provider #0254, Course # 15-07-053-2097 +Sincerely, +Joe Linsalata +Integrity Realty Services +205 South Commons Ford Road, No.1 +Austin, Tx 78733-4004 +Office: 512.327.5000 +Fax: 512.327.5078 +email: joe@integrityrs.com +large email's: integrity1@austin.rr.com +========================================================== +IF YOU WISH TO NO LONGER RECEIVE EMAILS FROM ME PLEASE REPLY +TO THIS EMAIL MESSAGE AND I WILL REMOVE YOUR EMAIL. THANKS. +==========================================================" +"allen-p/deleted_items/27.","Message-ID: <21515421.1075855375311.JavaMail.evans@thyme> +Date: Mon, 24 Dec 2001 01:12:49 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Monday, December 24th 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + NGI's Weekly Gas Price Index + + Natural Gas Intelligence, the Weekly Newsletter + +http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about other Intelligence Press products and services, +including maps and glossaries visit our web site at +http://intelligencepress.com or call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2001, Intelligence Press, Inc. +--- + " +"allen-p/deleted_items/28.","Message-ID: <27123521.1075855375335.JavaMail.evans@thyme> +Date: Sun, 23 Dec 2001 23:07:06 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: ANCHORDESK: Happy holidays! (And where to get help in a pinch) +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +HAPPY HOLIDAYS! (AND WHERE TO GET HELP IN A PINCH) + + The week between Christmas and New Year's + is traditionally vacation time in Silicon + Valley, so we're taking the week off, too. + In the meantime, here are some places you can + get computer help over the holidays. And if + you really, really miss me, I've also linked + to my most popular columns of 2001. + +http://cgi.zdnet.com/slink?/adeskb/adt1224/2834324:8593142 + + PLUS: MY 2001 FAVORITES: PRODUCTS THAT MADE A DIFFERENCE FOR ME + + +http://cgi.zdnet.com/slink?/adeskb/adt1224/2834332:8593142 + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + HO, HO, HO! WHY CHRISTMAS 2002 WILL BE JOLLY, BY GOLLY + + While this is a muted Christmas for most + of us, it's been a merry one indeed for + e-tailers. Pat thinks that if this holiday + generated so much holiday cheer, just + wait 'til next year. That's when some + enabling technologies will make online + shopping far more than the glorified + catalog-buying experience it is now. + + +http://cgi.zdnet.com/slink?/adeskb/adt1224/2834303:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Adrian Mello + + WHY YOU'RE STILL NOT GIVING CUSTOMERS WHAT THEY WANT + + The Internet promised to make ""mass customization"" + a reality. But so far it hasn't worked out that + well. Reason: It's simply too costly. But + is there some way your business can create + tailor-made goods for even broad markets? + Adrian thinks so--but it's going to be tricky. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1224/2834200:8593142 + + + > > > > > + + +Larry Dignan + + BUILDING AN E-GOVERNMENT: IT'LL BE HARD, BUT IT'LL HELP IT + + Will the government ever go paperless? It + looks like in 2002 it might start. Such an undertaking + would boost government spending and give + tech businesses a much-needed shot in the + arm. But it won't be easy. Larry explains why + it'll be so challenging to bring the government + into the wired world. + + +http://cgi.zdnet.com/slink?/adeskb/adt1224/2833836:8593142 + + + > > > > > + + +Preston Gralla + + WEB GRAPHICS MADE EASY: 3 TOOLS THAT DO YOUR DIRTY WORK + + Creating graphics for your Web site doesn't + have to be a pain in the neck. With the right + tools, it can be easy, even fun. Preston recommends + three all-purpose downloads that make a breeze + of all of your graphics tasks--from resizing + images to removing red eye. + + +http://cgi.zdnet.com/slink?/adeskb/adt1224/2834199:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +DON'T MISS ZDNET'S LAST-MINUTE HOLIDAY SHOPPING GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://zdnetshopper.cnet.com/shopping/0-7413293-7-8143480.html + +DROOL OVER APPLE'S UNBEATABLE IPOD +http://www.zdnet.com/special/holiday2001/portable07.html + +FIND OUT HOW E-TAILERS ARE CAPTURING CLIENTS +http://www.zdnet.com/techupdate/stories/main/0,14179,2830621,00.html + + + + +******************ELSEWHERE ON ZDNET!****************** + +Thrill your favorite techie with perfect presents at ZDNet Shopper. +http://cgi.zdnet.com/slink?166139 + +Ten tips to help you attain CRM ROI. +http://cgi.zdnet.com/slink?166140 + +Get the lowdown on all the different wireless LAN standards. +http://cgi.zdnet.com/slink?166141 + +Editors' Top 5: Check out the best gifts money can buy. +http://cgi.zdnet.com/slink?166142 + +Find out about standardizing C# in Tech Update's special report. +http://cgi.zdnet.com/slink?166143 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/29.","Message-ID: <28069706.1075855375357.JavaMail.evans@thyme> +Date: Sun, 23 Dec 2001 17:39:24 -0800 (PST) +From: postmaster@glmail2.networkpromotion.com +To: pallen@enron.com +Subject: FREE BURGERS + 1/2 Price Omaha Steaks! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Omaha Steaks @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +New Page 1 + [IMAGE] [IMAGE] [IMAGE] [IMAGE] Just look at what you'll save this holiday season: (Limit of 4 of each selection at these exclusive savings) Top Sirloins 8 (6 oz.) Top Sirloins (4991BYG) Reg. $64.00, Now Only $32.00, SAVE 50%! Bacon-Wrapped Filet Mignons 4 (5 oz.) Bacon-Wrapped Filets (1144BYG) Reg. $49.99, Now Only $24.99, SAVE 50%! The Deluxe Sampler 2 (5 oz.) Filet Mignons (4952BYG) 2 (9 oz.) Boneless Strips 2 (6 oz.) Top Sirloins 6 (4 oz.) Gourmet Burgers 2 (1 lb.) Pkgs. Sirloin Tips Reg. $120.00, Now Only $60.00, SAVE 50%! [IMAGE] The Gourmet Grillers 4 (5 oz.) Filet Mignons (628BYG) 8 (5 oz.) Gourmet Burgers Reg. $84.00, Now Only $42.00, SAVE 50%! [IMAGE] + [IMAGE] [IMAGE] [IMAGE] +" +"allen-p/deleted_items/3.","Message-ID: <24318701.1075855374411.JavaMail.evans@thyme> +Date: Sat, 29 Dec 2001 04:32:21 -0800 (PST) +From: edelivery@salomonsmithbarney.com +To: pallen@enron.com +Subject: E-delivery Notification - Confirms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Dear Salomon Smith Barney Client: + +Your Salomon Smith Barney trade confirmation(s) has been delivered to Salomon Smith Barney Access for online viewing. To view your trade confirmation(s) online, click on the link below. You will be required to enter your Salomon Smith Barney Access User Name and Password. + +https://www.salomonsmithbarney.com/cgi-bin/edelivery/econfirm.pl?47d10745b585f445e58575148323030313 + +Note: If you cannot access your confirmation through the link provided in this e-mail, ""cut and paste"" or type the full URL into your browser. You can also choose to view your confirmations directly from your Salomon Smith Barney Access Portfolio page by clicking the Portfolio tab and selecting ""Confirms"". + +Any prospectuses related to these trade confirmations will be sent under separate cover. If you opted to receive your prospectuses online, you will receive an e-mail notice when they are available for online viewing. + +If you are experiencing difficulty when viewing your confirmation online, you may need to adjust your Adobe Acrobat Options settings or upgrade your Adobe Acrobat software. Please visit our Frequently Asked Questions area on Adobe Acrobat for assistance: + +https://www.salomonsmithbarney.com/cust_srv/faq/ + +If you have any questions or need any assistance viewing your trade confirmations online, please contact the Online Client Service Center at 1-800-221-3636 (available 24 hours, seven days a week). If you have questions about the trades that generated the confirms, please contact your Salomon Smith Barney Financial Consultant. + +Thank you. +Salomon Smith Barney + +Please do not respond to this e-mail. + +Salomon Smith Barney Access is a registered service mark of Salomon Smith Barney Inc. +" +"allen-p/deleted_items/30.","Message-ID: <25793675.1075855375380.JavaMail.evans@thyme> +Date: Sun, 23 Dec 2001 09:08:04 -0800 (PST) +From: networkcommerce-tdcd20011221@ombramarketing.com +To: pallen@enron.com +Subject: Get Norton System Works Professional for $29.99 (a $300 value) +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Network Commerce @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +NCI Marketing Web Alert + + +[IMAGE]Phillip + + + Norton SystemWorks 2002 Professional Edition Get it Today for 90% Off the Combined Retail Value! [IMAGE] The complete problem-solving suite for home users and small businesses. It protects your PC against virus threats, optimizes performance, cleans out Internet clutter, provides quick and easy system recovery, clones and upgrades computers, and sends and receives faxes. [IMAGE] This featured-packed suite of products includes: ? Norton AntiVirusTM protects your PC from virus threats ? Norton UtilitiesTM optimizes PC performance & solves problems ? Norton CleanSweepTM cleans out Internet clutter ? Norton GhostTM clones and upgrades your system easily ? GoBack + by RoxioTM provides quick and easy system recovery ? WinFax BasicTM sends and receives professional-looking faxes [IMAGE] A $300+ Combined Retail Value for Only... [IMAGE] FREE SHIPPING! * [IMAGE] Click here for [IMAGE] on this exciting offer! [IMAGE] This offer is limited to stock on hand, so hurry before they're gone! [IMAGE] * Free shipping applies to Standard Shipping only. Priority Shipping available for an additional fee. Our products are usually shipped in an attractive, sturdy plastic storage case instead of retail boxes or jewel cases. Product pictures shown are for display purposes only. [IMAGE] + + +You are receiving this special offer because you have provided permission to receive third party email communications regarding special online promotions or offers. If you do not wish to receive any further messages from Network Commerce, please click here to unsubscribe. Any third-party offers contained in this email are the sole responsibility of the offer originator. Copyright ? 2001 Network Commerce Inc. +" +"allen-p/deleted_items/31.","Message-ID: <24596009.1075855375403.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 20:48:12 -0800 (PST) +From: postmaster@glmail2.networkpromotion.com +To: pallen@enron.com +Subject: DIRECTV is now $1.00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Satellite Concepts @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +Holiday Clearance! - Paradigm Wireless +=09=09 + We have a holiday gift for you--- a FREE DIRECTV System for $1! E= +veryone should have DIRECTV for the holidays this year---more choice, bette= +r reception, and great fun for one and all. You are also APPROVED for a F= +REE Standard Professional Installation with your DIRECTV System-valued at o= +ver $100! In fact, the entire offer is valued at $299! THIS DEAL IS FOR = +REAL! THERE ARE NO GIMMICKS OR ADDITIONAL CHARGES! CLICK HERE! This limi= +ted-time offer is made available to select consumers for the low, low shipp= +ing and handling price of just $1.00 when you sign up for 1 year of DIRECTV= + programming. Please act now - this offer is only available for the Holiday= + Season. This FREE DIRECTV System comes with these outstanding features: = + Access to over 225 channels Up to 31 premium movie channels, more than= + 25 sports networks, up to 55 pay-per-view choices and MORE Digital qualit= +y picture and sound FREE standard professional installation CLICK NOW -- = +DON'T DELAY! ACTIVATION OF PROGRAMMING MAY BE SUBJECT TO CREDIT APPROVAL A= +ND REQUIRES VALID SERVICE ADDRESS, SOCIAL SECURITY NUMBER AND/OR MAJOR CRED= +IT CARD. Offer may not be valid in the limited areas served by members or a= +ffiliates of the National Rural Telecommunications Cooperative. Limited-tim= +e offer for new residential customers who purchase any DIRECTV System by 2/= +28/02, and subscribe to one year of any DIRECTV programming package ($31.99= +/mo. or above). A FEE OF UP TO $85.00 MAY BE CHARGED FOR EARLY TERMINATION,= + SUSPENSION, DISCONNECTION OR DOWNGRADE OF REQUIRED DIRECTV PROGRAMMING. Sh= +ipping and handling fee is $1.00. Programming, pricing, terms and condition= +s subject to change. Hardware and programming sold separately. Pricing is r= +esidential. Taxes not included. Equipment specifications and programming op= +tions may vary in Alaska and Hawaii. DIRECTV services not provided outside = +the U.S. Receipt of DIRECTV programming are subject to the terms of the DIR= +ECTV Customer Agreement; a copy is provided at DIRECTV.com and in your firs= +t bill. ?2001 DIRECTV, Inc. DIRECTV and the Cyclone Design logo, TOTAL CHOI= +CE, DIRECTV PARA TODOS and ""FEEL THE JOY"" are trademarks of DIRECTV, Inc., = +a unit of Hughes Electronics Corp. All other trademarks and service marks a= +re the property of their respective owners. =09=09 +=09=09 +" +"allen-p/deleted_items/32.","Message-ID: <28080899.1075855375453.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 13:04:40 -0800 (PST) +From: postmaster@glmail2.networkpromotion.com +To: pallen@enron.com +Subject: This deal is crazy PHILLIP +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Genuine Titanium Watches @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +Free Genuine Quartz + [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 DATE: 12/19/01 RE: FREE* Genuine Quar= +tz Titanium timepiece for PHILLIP... PHILLIP, Yes, you're reading well= +. Now you can get a Genuine Quartz Titanium Watch, with gold and silver lin= +k band, and it's yours FREE* of charge! -- But PHILLIP, this is not just a = +great looking watch; it's a sophisticated quartz timepiece made in Japan fr= +om resistant Titanium alloy, with separate dials for date & day, a sweep ha= +nd for accurate timing and luminous green dial with highlighted hands for e= +asier time reading in the dark. Click here now to claim your FREE* Genuin= +e Quartz Titanium Watch! You are entitled to receive the FREE* Genuine Qu= +artz Titanium Watch, valued at $35.00 just by becoming a Sprint long distan= +ce customer. With Sprint 7? AnyTimesm Online plan, you will get 7? per minu= +te state-to-state calling, with no monthly fee**. Simply remain a customer = +for 90 days, complete the redemption certificate you will receive by mail, = +and we will send you your Genuine Quartz Titanium Watch absolutely FREE*. C= +lick here now! =09 FOR: PHILLIP DISTRIBUTION NO: 0330672-01 [IMAGE] [IMA= +GE] Genuine Titanium Gold and Silver Link Band Separate dials for d= +ate and time Sweep hand for accurate timing Luminous Green dial = + with highlighted hands [IMAGE] =09 +=09=09 *Requires change of state-to-state long distance carrier to Sprint, = +remaining a customer for 90 days and completion of redemption certificate s= +ent by mail. **When you select all online options such as online ordering, = +online bill payment, online customer service and staying a Spring customer,= + you will reduce your recurring charge and SAVE $5.95 every month. In order= + to reduce or eliminate the $5.95 monthly fee you need to order online, use= + online bill paying and customer service and stay with Sprint. Promotion ex= +cludes current Sprint customers. =09 +" +"allen-p/deleted_items/34.","Message-ID: <21546992.1075855375543.JavaMail.evans@thyme> +Date: Sat, 22 Dec 2001 09:00:31 -0800 (PST) +From: editor@hersweeps.com +To: pallen@enron.com +Subject: The Perfect Gift - Plus Free Shipping & Free Samples! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Gloss.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + This message was not sent unsolicited. Your email has been submitted and verified for opt in promotions. It is our goal to bring you the best in online promotions. [IMAGE] + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE][IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] + + + + Note: This is not a spam email. This email was sent to you because you have been verified and agreed to opt in to receive promotional material. If you wish to unsubscribe please CLICK HERE. If you received this email by error, please reply to: unsubscribe@hersweeps.com +" +"allen-p/deleted_items/340.","Message-ID: <27668131.1075862160798.JavaMail.evans@thyme> +Date: Sun, 18 Nov 2001 23:19:10 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Will hackers make a fool of Larry Ellison? +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +WILL HACKERS MAKE A FOOL OF LARRY ELLISON? + + Larry says his company's new e-mail server--intended + to replace Microsoft Exchange--is ""unbreakable."" + But is anything bulletproof if the bad guys + really want to bring it down? I don't think + so. But never mind me. If the bad guys don't + think so, Larry's bravado could be setting + up his company and his customers for hardship + and humiliation. + +http://cgi.zdnet.com/slink?/adeskb/adt1119/2825352:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + GAMECUBE: IT'S HERE!...BAD CELL PHONE MANNERS...FIORINA FIGHTS +ON... + + Video game consoles are making headlines + these days--Microsoft's Xbox and Nintendo's + GameCube launched this past week--and + for good reason. These devices are worth + a look even if you're not a gamer. Why? + Read on. + +http://cgi.zdnet.com/slink?/adeskb/adt1119/2825350:8593142 + + A NOTE FROM PAT: THE TORCH HAS BEEN PASSED! + +http://cgi.zdnet.com/slink?/adeskb/adt1119/2825002:8593142 + + + + +_____________________EXPERT ADVICE_____________________ + + +David Berlind + + WHY YOU CAN'T TRUST PDAS FOR THE BIG STUFF--NOT YET + + David's mission: Work from Comdex using only + his Compaq iPaq and wireless Net connection. + The result? Well, let's just say he hasn't + trashed his notebook computer yet. Find out + what the handheld could handle and what it + couldn't in his report. + + +http://cgi.zdnet.com/slink?/adeskb/adt1119/2825322:8593142 + + + > > > > > + + +Preston Gralla + + DRESS 'EM UP: HOW TO MAKE YOUR CDS LOOK AS GOOD AS THEY + SOUND + + Hand-lettered labels and jewel cases just + don't cut it. If you're gonna take the time + to burn your own CDs, you might as well dress + them up in professional-looking garb. Preston + find three downloads that deck out your CD + cases with photos, colorful backgrounds, + and funky fonts. + + +http://cgi.zdnet.com/slink?/adeskb/adt1119/2825325:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +CHECK OUT ZDNET'S COMDEX 2001 SPECIAL REPORT +http://chkpt.zdnet.com/chkpt/adeskclicks/http://comdex.zdnet.com + +DON'T MISS ZDNET'S HOLIDAY GIFT GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/index.html + +LINUX FAMILY GIVES BIRTH TO NEW PDAS +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/special/stories/report/0,13518,2824889,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Did you miss COMDEX? Get all the details in our special report. +http://cgi.zdnet.com/slink?163581 + +Don't miss top price drops from premier vendors at ZDNet Shopper. +http://cgi.zdnet.com/slink?163582 + +FREE trial offers from leading business and technology magazines. +http://cgi.zdnet.com/slink?163583 + +Find perfect presents in our Holiday Gift Guide. +http://cgi.zdnet.com/slink?163584 + +Check out the most popular notebooks, handhelds, cameras, and more. +http://cgi.zdnet.com/slink?163585 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/341.","Message-ID: <20971882.1075862160867.JavaMail.evans@thyme> +Date: Sun, 18 Nov 2001 17:56:21 -0800 (PST) +From: technology.enron@enron.com +To: rudy.acevedo@enron.com, dipak.agarwalla@enron.com, + anubhav.aggarwal@enron.com, kim.alexander@enron.com, + diana.allen@enron.com, k..allen@enron.com, chuck.ames@enron.com, + d..anderson@enron.com, john.arnold@enron.com, harry.arora@enron.com, + debra.bailey@enron.com, bilal.bajwa@enron.com, + russell.ballato@enron.com, ted.ballinger@enron.com, + robin.barbe@enron.com, r..barker@enron.com, + christopher.barnum@enron.com, eric.bass@enron.com, + kathy.bass@enron.com, kimberly.bates@enron.com, + don.baughman@enron.com, d..baughman@enron.com, + david.baumbach@enron.com, adam.bayer@enron.com, + lorie.belsha@enron.com, moises.benchluch@enron.com, + hicham.benjelloun@enron.com, terrell.benke@enron.com, + stephen.bennett@enron.com, robert.benson@enron.com, + corry.bentley@enron.com, andrew.bermack@enron.com, + aaron.berutti@enron.com, don.black@enron.com, jae.black@enron.com, + jay.blaine@enron.com, laurel.bolt@enron.com, f..brawner@enron.com, + craig.breslau@enron.com, j..broderick@enron.com, + mara.bronstein@enron.com, loretta.brooks@enron.com, + clifton.brundrett@enron.com, gary.bryan@enron.com, + rachel.bryant@enron.com, bart.burk@enron.com, lisa.burnett@enron.com, + jerome.buss@enron.com, tetteh.canacoo@enron.com, + joe.capasso@enron.com, catalina.cardenas@enron.com, + mike.carson@enron.com, sheila.chang@enron.com, hai.chen@enron.com, + elena.chilkina@enron.com, lindon.chiu@enron.com, + jason.choate@enron.com, kevin.cline@enron.com, + julie.clyatt@enron.com, terri.clynes@enron.com, + dustin.collins@enron.com, wes.colwell@enron.com, + ruth.concannon@enron.com, martin.cuilla@enron.com, + mike.curry@enron.com, oscar.dalton@enron.com, dana.davis@enron.com, + amanda.day@enron.com, l..day@enron.com, anthony.dayao@enron.com, + clint.dean@enron.com, todd.decook@enron.com, + troy.denetsosie@enron.com, joseph.des@enron.com, + lloyd.dickerson@enron.com, tom.donohoe@enron.com, + david.draper@enron.com, david.dronet@enron.com, + matthew.duffy@enron.com, david.duran@enron.com, + janette.elbertson@enron.com, gerald.emesih@enron.com, + suzette.emmons@enron.com, frank.ermis@enron.com, + joe.errigo@enron.com, david.fairley@enron.com, brian.falik@enron.com, + nelson.ferries@enron.com, chris.figueroa@enron.com, + amy.fitzpatrick@enron.com, b..fleming@enron.com, + neithard.foley@enron.com, david.forster@enron.com, + cynthia.franklin@enron.com, scott.franklin@enron.com, + william.freije@enron.com, bryant.frihart@enron.com, + shalesh.ganjoo@enron.com, l..garcia@enron.com, + chris.gaskill@enron.com, l..gay@enron.com, chris.germany@enron.com, + n..gilbert@enron.com, gerald.gilbert@enron.com, + doug.gilbert-smith@enron.com, steve.gim@enron.com, + c..giron@enron.com, gustavo.giron@enron.com, scott.goodell@enron.com, + james.grace@enron.com, andrew.greer@enron.com, + john.griffith@enron.com, mike.grigsby@enron.com, + jaime.gualy@enron.com, claudia.guerra@enron.com, + jesus.guerra@enron.com, utku.gulmeden@enron.com, + gautam.gupta@enron.com, e..haedicke@enron.com, + patrick.hanse@enron.com, kimberly.hardy@enron.com, + claudette.harvey@enron.com, frank.hayden@enron.com, + pete.heintzelman@enron.com, sanjay.hemani@enron.com, + rogers.herndon@enron.com, lisa.hesse@enron.com, p..hewitt@enron.com, + kimberly.hillis@enron.com, john.hodge@enron.com, d..hogan@enron.com, + tina.holcombe@enron.com, kelly.holman@enron.com, + keith.holst@enron.com, sarah.hotze@enron.com, jason.huang@enron.com, + bryan.hull@enron.com, clinton.hurt@enron.com, monica.hwang@enron.com, + chris.hyde@enron.com, rika.imai@enron.com, david.ingram@enron.com, + eric.irani@enron.com, steve.irvin@enron.com, mark.jackson@enron.com, + rahil.jafry@enron.com, daniel.jenkins@enron.com, + larry.jester@enron.com, david.jones@enron.com, + jared.kaiser@enron.com, jason.kaniss@enron.com, f..keavey@enron.com, + l..kelly@enron.com, g.kelly@enron.com, dayem.khandker@enron.com, + jeff.king@enron.com, john.kinser@enron.com, louise.kitchen@enron.com, + mark.knippa@enron.com, heather.kroll@enron.com, + madhup.kumar@enron.com, milen.kurdov@enron.com, + tori.kuykendall@enron.com, amy.schuster@enron.com, + fred.lagrasta@enron.com, carrie.larkworthy@enron.com, + morris.larubbio@enron.com, dean.laurent@enron.com, + john.lavorato@enron.com, matthew.lenhart@enron.com, + palmer.letzerich@enron.com, h..lewis@enron.com, + jozef.lieskovsky@enron.com, jeb.ligums@enron.com, + jeremy.lo@enron.com, matt.lorenz@enron.com, gretchen.lotz@enron.com, + thomas.lowell@enron.com, laura.luce@enron.com, + steven.luong@enron.com, craig.mack@enron.com, iris.mack@enron.com, + mike.maggi@enron.com, ashish.mahajan@enron.com, + souad.mahmassani@enron.com, peter.makkai@enron.com, + christie.manck@enron.com, jose.marquez@enron.com, + mauricio.marquez@enron.com, howard.marshall@enron.com, + a..martin@enron.com, jennifer.martinez@enron.com, + david.maskell@enron.com, reagan.mathews@enron.com, + robert.mattice@enron.com, larry.may@enron.com, tom.may@enron.com, + alexander.mcelreath@enron.com, brad.mckay@enron.com, + jonathan.mckay@enron.com, jeff.merola@enron.com, + david.michels@enron.com, andrew.migliano@enron.com, + jeffrey.miller@enron.com, stephanie.miller@enron.com, + l..mims@enron.com, narsimha.misra@enron.com, castlen.moore@enron.com, + g..moore@enron.com, john.morris@enron.com, gil.muhl@enron.com, + e.murrell@enron.com, scott.neal@enron.com, junellen.neese@enron.com, + preston.ochsner@enron.com, seung-taek.oh@enron.com, + steve.olinde@enron.com, michael.olsen@enron.com, + paulita.olvera@enron.com, justin.o'malley@enron.com, + lucy.ortiz@enron.com, h..otto@enron.com, david.oxley@enron.com, + andy.pace@enron.com, juan.padron@enron.com, steve.pan@enron.com, + jason.panos@enron.com, joe.parks@enron.com, sheetal.patel@enron.com, + neeran.pathak@enron.com, sherry.pendegraft@enron.com, + cora.pendergrass@enron.com, w..pereira@enron.com, + agustin.perez@enron.com, christopher.pernoud@enron.com, + willis.philip@enron.com, george.phillips@enron.com, + tara.piazze@enron.com, vladi.pimenov@enron.com, + denver.plachy@enron.com, laura.podurgiel@enron.com, + nick.politis@enron.com, s..pollan@enron.com, phil.polsky@enron.com, + jessica.presas@enron.com, daniel.quezada@enron.com, + dutch.quigley@enron.com, ina.rangel@enron.com, + michele.raque@enron.com, david.ratliff@enron.com, + punit.rawal@enron.com, brian.redmond@enron.com, + jay.reitmeyer@enron.com, jeff.richter@enron.com, + andrea.ring@enron.com, richard.ring@enron.com, + linda.roberts@enron.com, a..roberts@enron.com, tina.rode@enron.com, + benjamin.rogers@enron.com, reagan.rorschach@enron.com, + justin.rostant@enron.com, kevin.ruscitti@enron.com, + bill.rust@enron.com, david.ryan@enron.com, eric.saibi@enron.com, + michael.salinas@enron.com, anna.santucci@enron.com, + leonidas.savvas@enron.com, paul.schiavone@enron.com, + lauren.schlesinger@enron.com, bryce.schneider@enron.com, + tammie.schoppe@enron.com, jim.schwieger@enron.com, + m..scott@enron.com, michael.seely@enron.com, + maximilian.sell@enron.com, guy.sharfman@enron.com, + r..shepperd@enron.com, jennifer.shipos@enron.com, + kristann.shireman@enron.com, s..shively@enron.com, + lisa.shoemake@enron.com, jacob.shupe@enron.com, + james.simpson@enron.com, jeanie.slone@enron.com, + mark.smith@enron.com, matt.smith@enron.com, maureen.smith@enron.com, + houston <.smith@enron.com>, shauywn.smith@enron.com, + william.smith@enron.com, p..south@enron.com, + robert.stalford@enron.com, joe.stepenovitch@enron.com, + adam.stevens@enron.com, geoff.storey@enron.com, j..sturm@enron.com, + john.suarez@enron.com, julia.sudduth@enron.com, + franky.sulistio@enron.com, colleen.sullivan@enron.com, + mark.symms@enron.com, ramanarao.tamma@enron.com, + craig.taylor@enron.com, brian.terp@enron.com, m..tholt@enron.com, + d..thomas@enron.com, jason.thompkins@enron.com, + shirley.tijerina@enron.com, matthew.titus@enron.com, + judy.townsend@enron.com, carl.tricoli@enron.com, + patrick.tucker@enron.com, barry.tycholiz@enron.com, + larry.valderrama@enron.com, maria.valdes@enron.com, + barry.vanderhorst@enron.com, robert.vargas@enron.com, + clayton.vernon@enron.com, victoria.versen@enron.com, + frank.vickers@enron.com, alex.villarreal@enron.com, + laura.vuittonet@enron.com, joseph.wagner@enron.com, + kristin.walsh@enron.com, steve.wang@enron.com, + houston <.ward@enron.com>, charles.weldon@enron.com, + christian.werner@enron.com, michele.wilks@enron.com, + lloyd.will@enron.com, trading <.williams@enron.com>, + ryan.williams@enron.com, annette.willis@enron.com, + cory.willis@enron.com, tonezone <.willis@enron.com>, + christa.winfrey@enron.com, jason.wolfe@enron.com, iz.wong@enron.com, + kim.wood@enron.com, sarah.wooddy@enron.com, + david.woodstrom@enron.com, rick.wurlitzer@enron.com, + virawan.yawapongsiri@enron.com, michael.yosowitz@enron.com, + ress.young@enron.com, andy.zipper@enron.com, mike.zipperer@enron.com +Subject: Enron Center South Technology Watch +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Center South Technology +X-To: Acevedo, Rudy , Agarwalla, Dipak , Aggarwal, Anubhav , Alexander, Kim , Allen, Diana , Allen, Phillip K. , Ames, Chuck , Anderson, Jonathan D. , Arnold, John , Arora, Harry , Bailey, Debra , Bajwa, Bilal , Ballato, Russell , Ballinger, Ted , Barbe, Robin , Barker, James R. , Barnum, Christopher , Bass, Eric , Bass, Kathy , Bates, Kimberly , Baughman Jr., Don , Baughman, Edward D. , Baumbach, David , Bayer, Adam , Belsha, Lorie , Benchluch, Moises , Benjelloun, Hicham , Benke, Terrell , Bennett, Stephen , Benson, Robert , Bentley, Corry , Bermack, Andrew , Berutti, Aaron , Black, Don , Black, Tamara Jae , Blaine, Jay , Bolt, Laurel , Brawner, Sandra F. , Breslau, Craig , Broderick, Paul J. , Bronstein, Mara , Brooks, Loretta , Brundrett, Clifton , Bryan, Gary , Bryant, Rachel , Burk, Bart , Burnett, Lisa , Buss, Jerome , Canacoo, Tetteh , Capasso, Joe , Cardenas, Catalina , Carson, Mike , Chang, Sheila , Chen, Hai , Chilkina, Elena , Chiu, Lindon , Choate, Jason , Cline, Kevin , Clyatt, Julie , Clynes, Terri , Collins, Dustin , Colwell, Wes , Concannon, Ruth , Cuilla, Martin , Curry, Mike , Dalton III, Oscar , Davis, Mark Dana , Day, Amanda , Day, Smith L. , Dayao, Anthony , Dean, Clint , Decook, Todd , Denetsosie, Troy , Des Champs, Joseph , Dickerson, Lloyd , Donohoe, Tom , Draper, David , Dronet, David , Duffy, Matthew , Duran, W. David , Elbertson, Janette , Emesih, Gerald , Emmons, Suzette , Ermis, Frank , Errigo, Joe , Fairley, David , Falik, Brian , Ferries, Nelson , Figueroa, Chris , Fitzpatrick, Amy , Fleming, Matthew B. , Foley, Neithard , Forster, David , Franklin, Cynthia , Franklin, Scott , Freije, William , Frihart, Bryant , Ganjoo, Shalesh , Garcia, Miguel L. , Gaskill, Chris , Gay, Randall L. , Germany, Chris , Gilbert, George N. , Gilbert, Gerald , Gilbert-smith, Doug , Gim, Steve , Giron, Darron C. , Giron, Gustavo , Goodell, Scott , Grace Jr., James , Greer, Andrew , Griffith, John , Grigsby, Mike , Gualy, Jaime , Guerra, Claudia , Guerra, Jesus , Gulmeden, Utku , Gupta, Gautam , Haedicke, Mark E. , Hanse, Patrick , Hardy, Kimberly , Harvey, Claudette , Hayden, Frank , Heintzelman, Pete , Hemani, Sanjay , Herndon, Rogers , Hesse, Lisa , Hewitt, Jess P. , Hillis, Kimberly , Hodge, John , Hogan, Irena D. , Holcombe, Tina , Holman, Kelly , Holst, Keith , Hotze, Sarah , Huang, Jason , Hull, Bryan , Hurt, Clinton , Hwang, Monica , Hyde, Chris , Imai, Rika , Ingram, David , Irani, Eric , Irvin, Steve , Jackson, Mark , Jafry, Rahil , Jenkins IV, Daniel , Jester, Larry , Jones, David , Kaiser, Jared , Kaniss, Jason , Keavey, Peter F. , Kelly, Katherine L. , Kelly, Michael G , Khandker, Dayem , King, Jeff , Kinser, John , Kitchen, Louise , Knippa, Mark , Kroll, Heather , Kumar, Madhup , Kurdov, Milen , Kuykendall, Tori , Schuster, Amy , Lagrasta, Fred , Larkworthy, Carrie , Larubbio, Morris , Laurent, Dean , Lavorato, John , Lenhart, Matthew , Letzerich, Palmer , Lewis, Andrew H. , Lieskovsky, Jozef , Ligums, Jeb , Lo, Jeremy , Lorenz, Matt , Lotz, Gretchen , Lowell, Thomas , Luce, Laura , Luong, Steven , Mack, Craig , Mack, Iris , Maggi, Mike , Mahajan, Ashish , Mahmassani, Souad , Makkai, Peter , Manck, Christie , Marquez, Jose , Marquez, Mauricio , Marshall, Howard , Martin, Thomas A. , Martinez, Jennifer , Maskell, David , Mathews, Reagan , Mattice, Robert , May, Larry , May, Tom , McElreath, Alexander , Mckay, Brad , Mckay, Jonathan , Merola, Jeff , Michels, David , Migliano, Andrew , Miller, Jeffrey , Miller, Stephanie , Mims, Patrice L. , Misra, Narsimha , Moore, Castlen , Moore, Kevin G. , Morris, John , Muhl, Gil , Murrell, Russell E , Neal, Scott , Neese, Junellen , Ochsner, Preston , Oh, Seung-Taek , Olinde Jr., Steve , Olsen, Michael , Olvera, Paulita , O'Malley, Justin , Ortiz, Lucy , Otto, Charles H. , Oxley, David , Pace, Andy , Padron, Juan , Pan, Steve , Panos, Jason , Parks, Joe , Patel, Sheetal , Pathak, Neeran , Pendegraft, Sherry , Pendergrass, Cora , Pereira, Susan W. , Perez, Agustin , Pernoud, Christopher , Philip, Willis , Phillips, George , Piazze, Tara , Pimenov, Vladi , Plachy, Denver , Podurgiel, Laura , Politis, Nick , Pollan, Sylvia S. , Polsky, Phil , Presas, Jessica , Quezada, Daniel , Quigley, Dutch , Rangel, Ina , Raque, Michele , Ratliff, David , Rawal, Punit , Redmond, Brian , Reitmeyer, Jay , Richter, Jeff , Ring, Andrea , Ring, Richard , Roberts, Linda , Roberts, Mike A. , Rode, Tina , Rogers, Benjamin , Rorschach, Reagan , Rostant, Justin , Ruscitti, Kevin , Rust, Bill , Ryan, David , Saibi, Eric , Salinas, Michael , Santucci, Anna , Savvas, Leonidas , Schiavone, Paul , Schlesinger, Lauren , Schneider, Bryce , Schoppe, Tammie , Schwieger, Jim , Scott, Susan M. , Seely, Michael , Sell, Maximilian , Sharfman, Guy , Shepperd, Tammy R. , Shipos, Jennifer , Shireman, Kristann , Shively, Hunter S. , Shoemake, Lisa , Shupe, Jacob , Simpson, James , Slone, Jeanie , Smith, Mark , Smith, Matt , Smith, Maureen , Smith, Paul (Houston) , Smith, Shauywn , Smith, William , South, Steven P. , Stalford, Robert , Stepenovitch, Joe , Stevens, Adam , Storey, Geoff , Sturm, Fletcher J. , Suarez, John , Sudduth, Julia , Sulistio, Franky , Sullivan, Colleen , Symms, Mark , Tamma, Ramanarao , Taylor, Craig , Terp, Brian , Tholt, Jane M. , Thomas, Paul D. , Thompkins, Jason , Tijerina, Shirley , Titus, Matthew , Townsend, Judy , Tricoli, Carl , Tucker, Patrick , Tycholiz, Barry , Valderrama, Larry , Valdes, Maria , Vanderhorst, Barry , Vargas, Robert , Vernon, Clayton , Versen, Victoria , Vickers, Frank , Villarreal, Alex , Vuittonet, Laura , Wagner, Joseph , Walsh, Kristin , Wang, Steve , Ward, Kim S (Houston) , Weldon, V. Charles , Werner, Christian , Wilks, Michele , Will, Lloyd , Williams, Jason (Trading) , Williams, Ryan , Willis, Annette , Willis, Cory , Willis, James (Tonezone) , Winfrey, Christa , Wolfe, Jason , Wong, Iz , Wood, Kim , Wooddy, Sarah , Woodstrom, David , Wurlitzer, Rick , Yawapongsiri, Virawan , Yosowitz, Michael , Young, Ress , Zipper, Andy , Zipperer, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Welcome to Enron Center South. As you have probably already noticed, things look a little different here. We wanted to orientate you to your new environment and inform you about the future technology coming on-line in the coming weeks. + +Occupancy Guidebook To Enron Center South +You will find this handy guide on your desk; it contains information concerning the enhanced printer environment, the new easy access keyboards and telephony procedures. + +NEC Monitors +The NEC monitors have an internal anti-glare screen to help reduce eye strain and eliminate the need to install an additional screen cover. Additionally, an integrated speaker has been installed on one monitor for each desk. + +Turret Users +An ""Alliance MX turret quick reference guide"" has been placed on your desk; this includes important information about the new features such as ""Caller ID"" and ""Voicemail Indication"". + +Increased Information Access +There are many NEC 50"" Plasma screens installed on the 5th and 6th floors. While many of these will be displaying information designed for the specific unit, others will be displaying various television channels. The audio to these television channels can be accessed via any of your telephony equipment. Here's how: + +Ten audio channels have been set up for access from your either your Avaya telephone, Stentophon, or IPC Turret. The channels have been defined on Page 15 of your Turret. To access the audio from either your Avaya or Stentophon, simply dial the extensions shown in the table below: + +Channel Avaya Stentophon +Weather Channel 12401 801 +CNN Headlines News 12402 802 +CNN Financial News 12403 803 +CNBC 12404 804 +MSNBC 12405 805 +Bloomberg 12406 806 +Financial News Network 12407 807 +CNN 12408 808 +Fox Sports 12409 809 +ESPN1 12410 810 + + +Wireless Telephony +You may notice the cellular phone coverage is not consistent across the floor, and some areas have virtually no coverage at all. We are implementing a multi-network ""in-building"" system to provide consistent high quality service for the campus, keeping you in touch while you are on the move. + +Wireless LAN +The infrastructure to support Wireless LAN technology is in place and is being tested. We will be implementing multi level encryption and security to keep our intellectual property safe from eavesdroppers or hackers. + +Amtel Replacement +As a move to provide a more flexible ""Plug n Play"" environment and to help with the reduced desk footprint, we have replaced the Amtel message boxes with Microsoft Exchange Instant Messaging. The Global Messaging Team is testing additional software products to provide some of the features not available with Exchange Instant Messaging; these include one-touch response keys, external LED display, and printing. Updates will be provided as they become available. + +Keeping an Open forum +We will keep you informed of the changes and developments as the migration to the building continues, please feel free to respond with any comments, queries or suggestions to mailto:Enron.Center.South.Technology@enron.com" +"allen-p/deleted_items/342.","Message-ID: <18680340.1075862160893.JavaMail.evans@thyme> +Date: Sun, 18 Nov 2001 12:11:14 -0800 (PST) +From: e-mail.center@wsj.com +To: business_alert@listserv.dowjones.com +Subject: BUSINESS ALERT: Phillips, Conoco to Merge +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: BUSINESS_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +__________________________________ +BUSINESS ALERT +from The Wall Street Journal + + +Sunday, Nov. 18, 2001 + +Phillips Petroleum and Conoco agreed to merge, the energy companies +announced Sunday afternoon. + +For more information, see: +http://interactive.wsj.com/articles/SB1006111331760480320.htm + + +__________________________________ +ADVERTISEMENT + +An IBM e(logo)server pSeries solution for +e-business infrastructure can meet the needs +of the toughest financial environment. +Now at savings up to $33,000. +Learn more, and receive a complimentary report on IT security: + +http://www.ibm.com/eserver/unix/security/l-18 + +__________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: + + +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Business News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/343.","Message-ID: <25218713.1075862160918.JavaMail.evans@thyme> +Date: Sat, 17 Nov 2001 07:23:45 -0800 (PST) +From: noreply@ccomad3.uu.commissioner.com +To: pallen@enron.com +Subject: CBS SPORTSLINE.COM FANTASY FOOTBALL NEWSLETTER +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""CBS SportsLine.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] Fantasy Football Newsletter + November 16, 2001 + + + + [IMAGE]Fantasy Sports [IMAGE]Fantasy Football [IMAGE]CBS SportsLine.com + + + + Welcome to another edition of the 2001 Fantasy Football Newsletter! The Fantasy Football newsletter will arrive in your e-mail inbox every Friday. We'll include news about the web site; tips on using all the features available; and answers to your player-related questions from the ""Gridiron Guru."" [IMAGE] Inside ? Plan for the Playoffs ? Game-by-Game Analysis ? Gridiron Guru ? Tip of the Week + + + [IMAGE] [IMAGE] [IMAGE] + + + Plan for the Playoffs The Fantasy season is nearing its end, and the playoffs are on the horizon. For Fantasy 2001 players, the playoffs begin with NFL week 15 (games of Dec. 22-23) and last two weeks, with the championship game in week 16 (games of Dec. 29-30.) If you're in a Football Commissioner league, go to Schedule, Playoffs to see when your playoffs start and how many rounds they last. Of course, the matchups are probably still not determined, so you may not see teams listed in the brackets. The commissioner of your league is responsible for adding the teams to your playoff brackets at the end of your regular season. If your team is still in contention, go to NFL Teams, Schedule and take note of the NFL teams with byes during your playoff weeks, so you know which players will be available if - and WHEN - your team competes in a playoff matchup. + + + Game-by-Game Analysis Go to Players, Game Log to see how a particular player did in each game this season. The player's statistics in the common categories will be displayed for each game. If you are breaking down free agents, the game log is great way to see who's been getting the most consistent production. + + + Gridiron Guru Welcome to Gridiron Guru, where we'll answer your questions about players and offer Fantasy Football roster advice. We invite you to send your own scouting reports and comments on players to: gridguru@commissioner.com . You'll get the chance to be heard by thousands of Fantasy players just like yourself! + + + Question - Mike Blake I'm having trouble filling my No. 2 WR spot. Should I start Az-Zahir Hakim, Todd Pinkston or Muhsin Muhammad in week ten? Answer - GG Hakim is a hit-or-miss type, so he's risky. Pinkston has done nothing in his last four games, and he's losing playing time to Freddie Mitchell. Muhammad bounced back from a few bad performances to catch six passes for 75 yards last weekend against St. Louis, and has had some past success against this week's opponent, San Francisco. Go with Muhammad. + + + Question - Russell Brown My league starts 2 QBs. Donovan McNabb is one of my starters. Who else should I start? I have Tom Brady, Vinny Testaverde and Doug Flutie. Answer - GG Testaverde's Fantasy value has taken a real hit this season because of the Jets' conservative offense. Flutie struggled last week against a bad Denver secondary, and won't have an easier time against Oakland. We'd suggest playing Brady, who will start against St. Louis despite the return of Drew Bledsoe. Brady has thrown 11 touchdowns in his last five games, and is playing too well to bench. + + + Question - Chris Gilcrest Who would you start at QB this weekend: Rich Gannon or Kerry Collins? Which one of these four RBs would you bench: Eddie George, Michael Pittman, Mike Anderson, Curtis Martin? Answer - GG Collins has the better matchup of the two QBs, but he's far too inconsistent to start over a player like Gannon. Oakland will be looking to bounce back from a subpar performance against Seattle, so look for Gannon to have a solid game. As for your second question, bench Mike Anderson. You can't bench Martin, no matter how bad the matchup may be. George has four touchdowns in his last three games against Cincinnati, and is worth starting despite his struggles this season; and Pittman's matchup against Detroit is too good to ignore. + + + Tip of the Week Keith Simmons, Boulder, CO: Can Terrell Davis ever stay healthy? He comes back and teases Fantasy owners with his solid play over the last two weeks, only to fall prey to another knee injury this past Sunday. He was once the best Fantasy player in the league, but now Davis is an unreliable, injury-prone shell of his former self. + + + This message has been sent to pallen@enron.com, provided free of charge and free of obligation. If you prefer not to receive emails of this nature please send an email to remove@commissioner.com . Do not respond to this email directly. +" +"allen-p/deleted_items/344.","Message-ID: <24884773.1075862160943.JavaMail.evans@thyme> +Date: Sat, 17 Nov 2001 07:19:05 -0800 (PST) +From: lisa@techxans.org +To: k..allen@enron.com +Subject: Invitation to Techxans Holiday Mixer +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: lisa@techxans.org@ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please note, this is a one time ONLY email invitation to selected Power Mart Conference attendees. If you are available and in Houston in December, please join us at our Techxans Energy Holiday Mixer. + +>> >>>>>>>>>>>>>>>>> * <<<<<<<<<<<<<<<<<<<<<<<<<< +Our December Holiday Party is hosted by: + + > Association of Information Technology Professional (www.aitphouston.org) + > Association for Women In Computing ( www.awchouston.org ) + > Digital Eve ( www.digitaleve.com/houston/index.php ) + > Greater Houston Partnership ( www.houston.org ) + > Houston Java User Group ( www.hjug.org ) + > MIT Enterprise Forum of Texas ( www.mitforumtexas.org) + > Techxans (www.techxans.org) + > Women In Technology International ( http://www.witi.org ) + +>> >>>>>>>>>>>>>>>>> * <<<<<<<<<<<<<<<<<<<<<<<<<< + +From: Lisa Hoot, Coordinator of Techxans Networking Social + +You and your guests are cordially invited to attend Techxans Holiday Party + +===================================== + IT'S ALL ABOUT PERSONAL RELATIONSHIPS +===================================== +WHAT: Techxans Holiday Party + Happy Holiday! Come join us to celebrate this Holiday Season! + Don't miss this great opportunity to network with members from + leading Houston technology associations. Have fun, meet old + friends, and make new ones. + >> RSVP ONLINE: www.techxans.org/signup/holidaypartysignup.htm + +WHEN: Thursday, December 13, 2001 from 6:00pm - 9:00pm + +WHERE: Gatsby Social Club + 2540 University Blvd. (713) 874-1310 + +WHO: Techxans welcome all Technology and Industry + Executives, CEO, CIO, VP, Directors, Analysts, Consultants, + and Business Professionals!! Dates Are Welcome!! + >> INVITE YOUR FRIENDS & COWORKERS << + >> RSVP ONLINE: www.techxans.org/signup/holidaypartysignup.htm + +DRESS: Cocktail or Business + +ADMISSION: $10.00 (Cash or Check) - a percentage of the admission + will be donated to selected charity + +GET: One (1) Free Drink / Appetizer / Win Cool Door Prizes + +CORPORATE SPONSOR: + > Applied Computer Research ( http://www.acrhq.com) + +EVENT SPONSOR: + > Southwest Bio Conference - December 4-5 @Hyatt Downtown + ( http://www.biosouthwest.com) + +MEDIA SPONSOR: + > Houston Business Journal + ( http://bizjournals.bcentral.com/houston/ ) + +DONATION BENEFITING: + > ""Variety - The Children's Charity + ( http://www.usvariety.org/main.html ) + + +>> About Techxans (Networking Social Host) +The purpose of Techxans is to promote networking and community +among the professionals in Houston by providing an entertaining +environments for business, technology professionals, and +entrepreneurs to build new friendships, alliances and resources. +Each month we host ""Happy Hours"" that further promote networking +and social activities. Join us by registering for our mailing +& invite list. This will allow us to notify you about our events. +Click to www.Techxans.org + +>> Applied Computer Research ( Major Corporate Sponsor ) +Increase Your Sales And Marketing Assets! +Since 1972, the Directory of Top Computer Executives has been +the source that computer industry marketers turn to for up-to-date IT +management information. The Directory gives you immediate access to +more than 48,000 key decision makers at over 24,000 of the largest +U.S. and Canadian IT organizations. Plus, over 1,200 new sites are +added each year. +For more information, please visit - www.acrhq.com + +>> Association of Information Technology Professional ( Co-Host ) +AITP offers opportunities for Information Technology (IT) leadership and +education through partnerships with industry, government and academia. AITP +provides quality IT related education, information on relevant IT issues and +forums for networking with experienced peers and other IT professionals. +For more information, please visit - www.aitphouston.org + +>> Association For Women In Computing ( Co-Host ) +AWC's mission is to provide for the technical professional development of +computing specialists and to provide a formidable network, which is a source +of education, expert information and career opportunities for its members. +For more information, please visit - www.awchouston.org + +>> Digital Eve ( Co-Host ) +Houston's resource for women interested in technology and living a digital +lifestyle! We are part of an international, non-profit women's networking +group who are here to encourage, educate and empower women of all ages, +education levels and various interests in technology and new media. +For more information, please visit - www.digitalevehouston.org + +>> Greater Houston Partnership ( Co-Host ) +Do you want to be part of the tech community's voice by serving +as the eyes and ears of the local technology community? +Get involved with the Emerging Business Council by contacting +Linda Flores Olson at lfloresolson@houston.org or 713-844-3682. +For more information, please visit - www.houston.org + +>> Houston Java User Group ( Co-Host ) +HJUG is dedicated to the use of the Java(TM) Technology and Lifestyle. +We are one of the many Java User Groups worldwide. All of the HJUG +events, study groups and meetings are FREE to all Java enthusiasts. HJUG +has been created to satisfy all the educational needs about Java for all +levels. Therefore, HJUG proposes technical meetings, business meetings, +and study groups about Java. +For more information, please visit - www.hjug.org + +>> MIT Enterprise Forum of Texas ( Co-Host ) +Since 1984, the MIT Enterprise Forum of Texas, based in Houston, +Texas, has offered a basic group of services, which includes professional +seminars, start-up clinics, business plan workshops, case presentations, +and networking opportunities with peers, business specialists and venture +capitalists. Most of the local events are held at the Houston Engineering +and Scientific Society (HESS) building. +For more information, please visit - www.mitforumtexas.org + +>> Women In Technology International ( Co-Host ) +For more than a decade, WITI has successfully provided women in +technology inspiration, education, conferences, on-line services, +publications and an exceptional worldwide network of resources. +WITI is the first and only international organization solely dedicated to +advancing women through technology. WITI's expansion includes the +development of web-based tools, products and services, innovative +support to women entrepreneurs, early-stage ventures, education, +technology centers, and media networks. +For more information, please visit - www.witi.org + +>> About Southwest Bio conference (Event Sponsor) +December 4 - 5, 2001 Hyatt Regency Downtown Houston +The Southwest BIO Venture Conference and Symposium is one of the +nation's premier biotech and health science venture events. This two-day +event will combine a venture educational symposium with an opportunity +for linking investors and related financial organizations with select +ventures in biotechnology, healthcare services, medical devices and +life sciences. If you have an interest in emerging companies in the +biotechnology and health science industry, you need to attend. +Visit - www.biosouthwest.com + + +*** If you would like to be added to future event mailings, + please click to www.Techxans.org or send an email to + Lisa@Techxans.org + +*** If you would like to be removed from future event mailings, + please send an email request to REMOVE@Techxans.org . + +*** PLEASE FORWARD THIS EMAIL TO ALL OF YOUR FRIENDS!!" +"allen-p/deleted_items/345.","Message-ID: <15952425.1075862160965.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 07:13:55 -0800 (PST) +From: leave-htmlnews-2508405s@lists.autoweb.com +To: pallen@enron.com +Subject: 2002 Toyota Camry XLE: Best-Selling Style and Refinement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Autoweb.com News"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +=09=09=09Sponsored Content=09 +[IMAGE] =09[IMAGE]=09 =09[IMAGE]=09 + + +[IMAGE] =09 2002 Toyota Camry XLE: Best-Selling Style and Refinement = + The Toyota Camry casts a long shadow on the U.S. car market. It was intro= +duced back in 1983 as a boxy hatchback and sedan that quickly became known= + for its eminent practicality and bulletproof reliability. Subsequent gene= +rations became larger and more powerful, with the Camry line expanding to = +include a wagon and a coupe. Toyota designed it to appeal to as many buyer= +s as possible, and buyers responded by making the Camry one of America's b= +est-selling vehicles. For 2002, the Camry has been completely redesigned = +on a brand-new platform. The new generation is being sold solely as a four= +-door sedan, although last year's Camry Solara continues as a coupe and co= +nvertible. Toyota claims that the new Camry's design is both sportier and = +more personal than the sedans that came before. We evaluated a Camry XLE t= +o find out if Toyota hit its mark. Full Review > > You are r= +eceiving this Special Edition newsletter because you signed up to receive = +information and updates from Autoweb.com. In addition to our monthly newsl= +etter, we occasionally send Special Edition newsletters with information o= +n new vehicles that we think will interest you. If you no longer wish to r= +eceive Autoweb.com's monthly newsletter, please follow the instructions be= +low. =09[IMAGE]=09 2002 Toyota Camry2002 Toyota Camry =09 + + +=09=09 =09 +" +"allen-p/deleted_items/347.","Message-ID: <31247150.1075862161029.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 17:18:17 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 28 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/348.","Message-ID: <10445566.1075862161052.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 15:56:00 -0800 (PST) +From: geninfo@state-bank.com +Subject: Internet Banking +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Christina M. Kirby"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Recently, we did a bank-wide computer conversion. Unfortunately, the +conversion of internet data has taken longer than anticipated. We have +dedicated two people to completing the internet conversion. + +Bill Payer is active and available with balances being dated November 9, +2001. Updating your internet banking balance is our highest priority. +We appreciate your patience. + +Sincerely, + +Howard Gordon +Network Administrator + + - geninfo.vcf " +"allen-p/deleted_items/349.","Message-ID: <1855113.1075862161082.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 14:04:05 -0800 (PST) +From: davidsmith@open2win.oi3.net +To: pallen@enron.com +Subject: PHILLIP, Is your family protected? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: David Smith@ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Life Insurance Banner + +" +"allen-p/deleted_items/35.","Message-ID: <20870346.1075855375565.JavaMail.evans@thyme> +Date: Sat, 22 Dec 2001 07:56:37 -0800 (PST) +From: cpa@opthome.com +To: pallen@enron.com +Subject: PHILLIP, Don't be alone under the mistletoe! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Date.com"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + [IMAGE]Don't be alone under the mistletoe + + and start meeting singles just like you! Happy Holidays! + + + +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ This email is not sent unsolicited. This is an Opt in Network mailing! This message is sent to subscribers ONLY. The e-mail subscription address is: pallen@enron.com To unsubscribe please click here. or Send an email with remove as the subject to remove@opthost.com +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ 08943A37-C26C-43AE-897A-13856DF90795 +" +"allen-p/deleted_items/350.","Message-ID: <6828694.1075862161109.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 15:48:19 -0800 (PST) +From: no.address@enron.com +Subject: SUPPLEMENTAL Weekend Outage Report for 11-16-01 through 11-18-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +November 16, 2001 5:00pm through November 19, 2001 12:00am +------------------------------------------------------------------------------------------------------ + + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: SEE ORIGINAL REPORT + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: ALSO SEEE ORIGINAL REPORT +Impact: All Nahou Exchange server users +Time: Sat 11/17/2001 at 5:00:00 PM CT thru Sat 11/17/2001 at 9:00:00 PM CT + Sat 11/17/2001 at 3:00:00 PM PT thru Sat 11/17/2001 at 7:00:00 PM PT + Sat 11/17/2001 at 11:00:00 PM London thru Sun 11/18/2001 at 3:00:00 AM London +Outage: Exchange server standardization +Environments Impacted: All Exchange users +Purpose: Standardize all cluster nodes and bring up to current Microsoft standards. +Backout: Remove upgraded files. +Contact(s): Tim Hudson 713-853-9289 + +Impact: nahou-msdev01p nahou-msmbx01v +Time: Sat 11/17/2001 at 5:00:00 PM CT thru Sat 11/17/2001 at 9:00:00 PM CT + Sat 11/17/2001 at 3:00:00 PM PT thru Sat 11/17/2001 at 7:00:00 PM PT + Sat 11/17/2001 at 11:00:00 PM London thru Sun 11/18/2001 at 3:00:00 AM London +Outage: Database defragmentation +Environments Impacted: Exchange users on nahou-msdev01p nahou-msmbx01v Storage group 3 Database 4 +Purpose: To reclaim un-used drive space within the Exchange database. +Backout: N A. +Contact(s): Tim Hudson 713-853-9289 + +MARKET DATA: SEE ORIGINAL REPORT + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER: ALSO SEE ORIGINAL REPORT +Impact: EFM Accounting +Time: Sat 11/17/2001 at 10:00:00 PM CT thru Sat 11/17/2001 at 11:00:00 PM CT + Sat 11/17/2001 at 8:00:00 PM PT thru Sat 11/17/2001 at 9:00:00 PM PT + Sun 11/18/2001 at 4:00:00 AM London thru Sun 11/18/2001 at 5:00:00 AM London +Outage: Swap names of NAHOU-SQEFM01P and NAHOU-SQLAC01P +Environments Impacted: EFM Accounting users +Purpose: Migration of production EFM Accounting MSSQL Server from 6.5 to 2000 +Backout: +Contact(s): William Mallary + Bob McCrory (713) 853-5749 + Michael Kogotkov (713) 345-1677 + +Impact: CORP +Time: Sat 11/17/2001 at 6:00:00 PM CT thru Sun 11/18/2001 at 9:00:00 AM CT + Sat 11/17/2001 at 4:00:00 PM PT thru Sun 11/18/2001 at 7:00:00 AM PT + Sun 11/18/2001 at 12:00:00 AM London thru Sun 11/18/2001 at 3:00:00 PM London +Outage: CPR +Environments Impacted: All +Purpose: Hardware maintenance for Skywalker +Backout: +Contact(s): CPR Support 713-284-4175 + +Impact: CORP +Time: Sat 11/17/2001 at 6:00:00 PM CT thru Sun 11/18/2001 at 6:00:00 AM CT + Sat 11/17/2001 at 4:00:00 PM PT thru Sun 11/18/2001 at 4:00:00 AM PT + Sun 11/18/2001 at 12:00:00 AM London thru Sun 11/18/2001 at 12:00:00 PM London +Outage: Test/Dev general server maintenance for the following: +ferrari, modena, trout, cypress, bravo +Environments Impacted: ENW test and development +Purpose: Established maintenance window for Test and Development +Backout: None +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 11/17/2001 at 6:00:00 PM CT thru Sun 11/18/2001 at 9:00:00 AM CT + Sat 11/17/2001 at 4:00:00 PM PT thru Sun 11/18/2001 at 7:00:00 AM PT + Sun 11/18/2001 at 12:00:00 AM London thru Sun 11/18/2001 at 3:00:00 PM London +Outage: New disk layout for server ERMS CPR server skywalker. +Environments Impacted: ERMS +Purpose: Move toward new standard disk layout. +Backout: If database doesn't work after restore to new layout we will roll back to the old mirrored copy and resync to that copy. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 11/17/2001 at 6:00:00 PM CT thru Sun 11/18/2001 at 9:00:00 AM CT + Sat 11/17/2001 at 4:00:00 PM PT thru Sun 11/18/2001 at 7:00:00 AM PT + Sun 11/18/2001 at 12:00:00 AM London thru Sun 11/18/2001 at 3:00:00 PM London +Outage: General maintenance for ERMS CPR app server chewbacca. +Environments Impacted: ERMS CPR +Purpose: General maintenance and patching. +Backout: Backout patches and config changes and reboot to old configuration. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Fri 11/16/2001 at 5:00:00 PM CT thru Sat 11/17/2001 at 2:00:00 PM CT + Fri 11/16/2001 at 3:00:00 PM PT thru Sat 11/17/2001 at 12:00:00 PM PT + Fri 11/16/2001 at 11:00:00 PM London thru Sat 11/17/2001 at 8:00:00 PM London +Outage: Update to new disk layout for server foxtrot. +Environments Impacted: ACTA production +Purpose: Move toward new standard in disk layout. +Backout: Restore old disk layout +restore data from disk. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: ENPOWER +Time: Sat 11/17/2001 at 7:00:00 AM CT thru Sat 11/17/2001 at 12:00:00 PM CT + Sat 11/17/2001 at 5:00:00 AM PT thru Sat 11/17/2001 at 10:00:00 AM PT + Sat 11/17/2001 at 1:00:00 PM London thru Sat 11/17/2001 at 6:00:00 PM London +Outage: Build standby database on PWRPROD1 +Environments Impacted: Enpower application User +Purpose: Improve system availability for Enpower Database +Backout: Drop the standby database. +Contact(s): Tantra Invedy 713 853 4304 + +Impact: EI +Time: Fri 11/16/2001 at 3:00:00 PM CT thru Fri 11/16/2001 at 6:00:00 PM CT + Fri 11/16/2001 at 1:00:00 PM PT thru Fri 11/16/2001 at 4:00:00 PM PT + Fri 11/16/2001 at 9:00:00 PM London thru Sat 11/17/2001 at 12:00:00 AM London +Outage: Decommission 3AC-17 server Room +Environments Impacted: El and Azurix +Purpose: Decommission 3AC-17 server Room +Backout: None, must be out and installed on the 35th floor of 3AC +Contact(s): Matthew James 713-345-8111 + Jon Goebel 713-345-7570 + +Impact: CORP +Time: Sat 11/17/2001 at 1:00:00 PM CT thru Sat 11/17/2001 at 5:00:00 PM CT + Sat 11/17/2001 at 11:00:00 AM PT thru Sat 11/17/2001 at 3:00:00 PM PT + Sat 11/17/2001 at 7:00:00 PM London thru Sat 11/17/2001 at 11:00:00 PM London +Outage: Migrate VMS objects from Enpower test to production +Environments Impacted: Corp +Purpose: To allow production deployment of the VMS engine +Backout: None. +Contact(s): Charlene Fricker 713-345-3487 + +Impact: NAHOU-ORDB07P +Time: Sat 11/17/2001 at 9:00:00 AM thru Sat 11/17/2001 at 11:00:00 AM +Outage: NAHOU-ORDB07P Drive Failure. +Environments Impacted: Corp trying to access dbases on the server. +Purpose: To replace a bad hard drive. +Backout: Restore from tape and backed up DB. +Contact(s): David Devoll 713-345-8970 + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: No Scheduled Outages + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +---------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"allen-p/deleted_items/351.","Message-ID: <13718428.1075862161143.JavaMail.evans@thyme> +Date: Thu, 15 Nov 2001 23:15:42 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: 10 Comdex products you need to see (and can) +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +10 COMDEX PRODUCTS YOU NEED TO SEE (AND CAN) + + I couldn't possibly do justice to all the things + I saw at Comdex in the 600 words that make up + my column. But since pictures are worth a thousand + words--and video even more--I'm still able + to give you a good glimpse of 10 products that + are well worth watching. + +http://cgi.zdnet.com/slink?/adeskb/adt1116/2825067:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + AN XBOX IS BORN...LINUX PDAS COMING SOON...BIDDING FOR VINO... + + It ain't over 'til it's over. Most Comdex-goers + have packed up their laptops and stumbled + for the first plane out of town, but the + news keeps pouring forth from Vegas. + At the top of the list: Microsoft's Xbox + launch, handhelds for the open-source + crowd, and eBay's second dip into the + sauce. + +http://cgi.zdnet.com/slink?/adeskb/adt1116/2825053:8593142 + + A NOTE FROM PAT: THE TORCH HAS BEEN PASSED! + +http://cgi.zdnet.com/slink?/adeskb/adt1116/2825002:8593142 + + + + +_____________________EXPERT ADVICE_____________________ + + +John Morris and Josh Taylor + + TALES FROM THE COMDEX CIRCUS: WHAT MADE THIS YEAR + UNIQUE + + Robots, MP3 teddy bears, oxygen bars. What + do these things have in common? They were all + sprucing up the Comdex show floor. Josh and + John give an illustrated tour of the stuff + you had to be there to believe. + + +http://cgi.zdnet.com/slink?/adeskb/adt1116/2824925:8593142 + + + > > > > > + + +C.C. Holland + + MEET THE BEST WEB SEARCH SITE YOU'VE NEVER HEARD + OF + + Looking for something online? Your favorite + search sites are probably just a click away. + But what if you found one that was faster, fresher, + and got better results? C.C. has unearthed + such a gem--and she'll share it with you. + + +http://cgi.zdnet.com/slink?/adeskb/adt1116/2825044:8593142 + + + > > > > > + + +Preston Gralla + + CAN'T WAIT? HOW TO CELEBRATE THANKSGIVING EARLY--ON + YOUR PC + + You can smell the turkey, stuffing, mashed + potatoes, and gravy--but you still have to + wait a week before the festivities begin. + Or do you? Preston will get you in the holiday + mood early with these three Turkey Day downloads. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1116/2824897:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +CHECK OUT ZDNET'S COMDEX 2001 SPECIAL REPORT +http://chkpt.zdnet.com/chkpt/adeskclicks/http://comdex.zdnet.com + +DON'T MISS ZDNET'S HOLIDAY GIFT GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/index.html + +COMPANIES FIGHT OVER FASTER WIRELESS +http://www.zdnet.com/special/stories/report/0,13518,5099629,00.html + + + + +******************ELSEWHERE ON ZDNET!****************** + +COMDEX Fall: What will be the major trends? +http://cgi.zdnet.com/slink?161951 + +Find a new tech job today in our Career Center. +http://cgi.zdnet.com/slink?161952 + +""You can sell anything online"" and other e-tailing myths. +http://cgi.zdnet.com/slink?161953 + +Create and launch your own professional-looking Web site! +http://cgi.zdnet.com/slink?161954 + +Get great wireless gifts in our Holiday Gift Guide. +http://cgi.zdnet.com/slink?161955 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/352.","Message-ID: <13117231.1075862161167.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 13:41:58 -0800 (PST) +From: lindsay.renaud@enron.com +To: s..shively@enron.com, k..allen@enron.com, kevin.ruscitti@enron.com, + m..presto@enron.com, tom.donohoe@enron.com, martin.cuilla@enron.com, + keith.holst@enron.com +Subject: New Active X for EOL Website +Cc: savita.puthigai@enron.com, thomas.engel@enron.com, bob.hillier@enron.com, + jay.webb@enron.com, griff.gray@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: savita.puthigai@enron.com, thomas.engel@enron.com, bob.hillier@enron.com, + jay.webb@enron.com, griff.gray@enron.com +X-From: Renaud, Lindsay +X-To: Shively, Hunter S. , Allen, Phillip K. , Ruscitti, Kevin , Presto, Kevin M. , Donohoe, Tom , Cuilla, Martin , Holst, Keith +X-cc: Puthigai, Savita , Engel, Thomas , Hillier, Bob , Webb, Jay , Gray, Mary Griff +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +In case I did not find each of you personally, please be aware that as in the past with new Active X releases you will each be receiving the new version first. Each of you will have a new version of the website this evening, Friday November 16th. + +You should not notice any changes, but if you do experience any problems please call me. + +Thank you, + +Lindsay + +Lindsay Renaud +EnronOnline +Desk (713) 345-3703 +Cell (713) 628-0048 +" +"allen-p/deleted_items/353.","Message-ID: <8689319.1075862161206.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 08:25:56 -0800 (PST) +From: veronica.espinoza@enron.com +To: r..brackett@enron.com, s..bradford@enron.com, r..conner@enron.com, + genia.fitzgerald@enron.com, patrick.hanse@enron.com, + ann.murphy@enron.com, s..theriot@enron.com, + christian.yoder@enron.com, j..miller@enron.com, steve.neal@enron.com, + s..olinger@enron.com, h..otto@enron.com, david.parquet@enron.com, + w..pereira@enron.com, beth.perlman@enron.com, s..pollan@enron.com, + a..price@enron.com, daniel.reck@enron.com, leslie.reeves@enron.com, + andrea.ring@enron.com, sara.shackleton@enron.com, + a..shankman@enron.com, s..shively@enron.com, d..sorenson@enron.com, + p..south@enron.com, k..allen@enron.com, a..allen@enron.com, + john.arnold@enron.com, c..aucoin@enron.com, d..baughman@enron.com, + bob.bowen@enron.com, f..brawner@enron.com, greg.brazaitis@enron.com, + craig.breslau@enron.com, brad.coleman@enron.com, + tom.donohoe@enron.com, michael.etringer@enron.com, + h..foster@enron.com, sheila.glover@enron.com, jungsuk.suh@enron.com, + legal <.taylor@enron.com>, m..tholt@enron.com, jake.thomas@enron.com, + fred.lagrasta@enron.com, janelle.scheuer@enron.com, + n..gilbert@enron.com, jennifer.fraser@enron.com, + lisa.mellencamp@enron.com, shonnie.daniel@enron.com, + n..gray@enron.com, steve.van@enron.com, mary.cook@enron.com, + gerald.nemec@enron.com, mary.ogden@enron.com, carol.st.@enron.com, + nathan.hlavaty@enron.com, craig.taylor@enron.com, j..sturm@enron.com, + geoff.storey@enron.com, keith.holst@enron.com, f..keavey@enron.com, + mike.grigsby@enron.com, h..lewis@enron.com, + debra.perlingiere@enron.com, maureen.smith@enron.com, + sarah.mulholland@enron.com, r..barker@enron.com, + b..fleming@enron.com, e..dickson@enron.com, j..ewing@enron.com, + r..lilly@enron.com, j..hanson@enron.com, kevin.bosse@enron.com, + william.stuart@enron.com, y..resendez@enron.com, + w..eubanks@enron.com, sheetal.patel@enron.com, + john.lavorato@enron.com, martin.o'leary@enron.com, + souad.mahmassani@enron.com, m..singer@enron.com, + jay.knoblauh@enron.com, gregory.schockling@enron.com, + dan.mccairns@enron.com, ragan.bond@enron.com, ina.rangel@enron.com, + lisa.gillette@enron.com, jennifer.blay@enron.com, + audrey.cook@enron.com, teresa.seibel@enron.com, + dennis.benevides@enron.com, tracy.ngo@enron.com, + joanne.harris@enron.com, paul.tate@enron.com, + christina.bangle@enron.com, tom.moran@enron.com, + lester.rawson@enron.com, m.hall@enron.com, bryce.baxter@enron.com, + bernard.dahanayake@enron.com, richard.deming@enron.com, + derek.bailey@enron.com, diane.anderson@enron.com, + joe.hunter@enron.com, ellen.wallumrod@enron.com, bob.bowen@enron.com, + lisa.lees@enron.com, stephanie.sever@enron.com, + joni.fisher@enron.com, vladimir.gorny@enron.com, + russell.diamond@enron.com, angelo.miroballi@enron.com, + k..ratnala@enron.com, credit <.williams@enron.com>, + cyndie.balfour-flanagan@enron.com, stacey.richardson@enron.com, + s..bryan@enron.com, kathryn.bussell@enron.com, l..mims@enron.com, + lee.jackson@enron.com, b..boxx@enron.com, randy.otto@enron.com, + daniel.quezada@enron.com, bryan.hull@enron.com, + gregg.penman@enron.com, clinton.anderson@enron.com, + lisa.valderrama@enron.com, yuan.tian@enron.com, + raiford.smith@enron.com, denver.plachy@enron.com, + eric.moon@enron.com, ed.mcmichael@enron.com, jabari.martin@enron.com, + kelli.little@enron.com, george.huan@enron.com, + jonathan.horne@enron.com, alex.hernandez@enron.com, + maria.garza@enron.com, santiago.garcia@enron.com, + loftus.fitzwater@enron.com, darren.espey@enron.com, + louis.dicarlo@enron.com, steven.curlee@enron.com, + mark.breese@enron.com, eric.boyt@enron.com, l..kelly@enron.com, + cynthia.franklin@enron.com, dayem.khandker@enron.com, + judy.thorne@enron.com, jennifer.jennings@enron.com, + rebecca.phillips@enron.com, john.grass@enron.com, + nelson.ferries@enron.com, andrea.ring@enron.com, + lucy.ortiz@enron.com, a..martin@enron.com, tana.jones@enron.com, + t..lucci@enron.com, gerald.nemec@enron.com, tiffany.smith@enron.com, + jeff.stephens@enron.com, dutch.quigley@enron.com, t..hodge@enron.com, + scott.goodell@enron.com, mike.maggi@enron.com, + john.griffith@enron.com, larry.may@enron.com, + chris.germany@enron.com, vladi.pimenov@enron.com, + judy.townsend@enron.com, kevin.ruscitti@enron.com, + trading <.williams@enron.com>, matthew.lenhart@enron.com, + monique'.'sanchez@enron.com, chris.lambie@enron.com, + jay.reitmeyer@enron.com, l..gay@enron.com, j..farmer@enron.com, + eric.bass@enron.com, tanya.rohauer@enron.com, + sherry.pendegraft@enron.com, shauywn.smith@enron.com, + jim.willis@enron.com, l..dinari@enron.com, t..muzzy@enron.com, + stephanie.stehling@enron.com, sean.riordan@enron.com, + thomas.mcfatridge@enron.com, jason.panos@enron.com, + a.hernandez@enron.com, david.draper@enron.com, tay.canacoo@enron.com +Subject: Credit Watch List--Week of 11/19/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Espinoza, Veronica +X-To: Brackett, Debbie R. , Bradford, William S. , Conner, Andrew R. , Fitzgerald, Genia , Hanse, Patrick , Murphy, Melissa Ann , Theriot, Kim S. , Yoder, Christian , Miller, Mike J. , Neal, Steve , Olinger, Kimberly S. , Otto, Charles H. , Parquet, David , Pereira, Susan W. , Perlman, Beth , Pollan, Sylvia S. , Price, Brent A. , Reck, Daniel , Reeves, Leslie , Ring, Andrea , Shackleton, Sara , Shankman, Jeffrey A. , Shively, Hunter S. , Sorenson, Jefferson D. , South, Steven P. , Allen, Phillip K. , Allen, Thresa A. , Arnold, John , Aucoin, Berney C. , Baughman, Edward D. , Bowen, Bob , Brawner, Sandra F. , Brazaitis, Greg , Breslau, Craig , Coleman, Brad , Donohoe, Tom , Etringer, Michael , Foster, Chris H. , Glover, Sheila , Suh, Jungsuk , Taylor, Mark E (Legal) , Tholt, Jane M. , Thomas, Jake , Lagrasta, Fred , Scheuer, Janelle , Gilbert, George N. , Fraser, Jennifer , Mellencamp, Lisa , Daniel, Shonnie , Gray, Barbara N. , Van Hooser, Steve , Cook, Mary , Nemec, Gerald , Ogden, Mary , St. Clair, Carol , Hlavaty, Nathan , Taylor, Craig , Sturm, Fletcher J. , Storey, Geoff , Holst, Keith , Keavey, Peter F. , Grigsby, Mike , Lewis, Andrew H. , Perlingiere, Debra , Smith, Maureen , Mulholland, Sarah , Barker, James R. , Fleming, Matthew B. , Dickson, Stacy E. , Ewing, Linda J. , Lilly, Kyle R. , Hanson, Kristen J. , Bosse, Kevin , Stuart III, William , Resendez, Isabel Y. , Eubanks Jr., David W. , Patel, Sheetal , Lavorato, John , O'Leary, Martin , Mahmassani, Souad , Singer, John M. , Knoblauh, Jay , Schockling, Gregory , McCairns, Dan , Bond, Ragan , Rangel, Ina , Gillette, Lisa , Blay, Jennifer , Cook, Audrey , Seibel, Teresa , Benevides, Dennis , Ngo, Tracy , Harris, JoAnne , Tate, Paul , Bangle, Christina , Moran, Tom , Rawson, Lester , Hall, Bob M , Baxter, Bryce , Dahanayake, Bernard , Deming, Richard , Bailey, Derek , Anderson, Diane , Hunter, Larry Joe , Wallumrod, Ellen , Bowen, Bob , Lees, Lisa , Sever, Stephanie , Fisher, Joni , Gorny, Vladimir , Diamond, Russell , Miroballi, Angelo , Ratnala, Melissa K. , Williams, Jason R (Credit) , Balfour-Flanagan, Cyndie , Richardson, Stacey , Bryan, Linda S. , Bussell l, Kathryn , Mims, Patrice L. , Jackson, Lee , Boxx, Pam B. , Otto, Randy , Quezada, Daniel , Hull, Bryan , Penman, Gregg , Anderson, Clinton , Valderrama, Lisa , Tian, Yuan , Smith, Raiford , Plachy, Denver , Moon, Eric , McMichael Jr., Ed , Martin, Jabari , Little, Kelli , Huan, George , Horne, Jonathan , Hernandez, Alex , Garza, Maria , Garcia, Santiago , Fitzwater, Loftus , Espey, Darren , Dicarlo, Louis , Curlee, Steven , Breese, Mark , Boyt, Eric , Kelly, Katherine L. , Franklin, Cynthia , Khandker, Dayem , Thorne, Judy , Jennings, Jennifer , Phillips, Rebecca , Grass, John , Ferries, Nelson , Ring, Andrea , Ortiz, Lucy , Martin, Thomas A. , Jones, Tana , Lucci, Paul T. , Nemec, Gerald , Smith, Tiffany , Stephens, Jeff , Quigley, Dutch , Hodge, Jeffrey T. , Goodell, Scott , Maggi, Mike , Griffith, John , May, Larry , Germany, Chris , Pimenov, Vladi , Townsend, Judy , Ruscitti, Kevin , Williams, Jason (Trading) , Lenhart, Matthew , 'Sanchez, Monique' , Lambie, Chris , Reitmeyer, Jay , Gay, Randall L. , Farmer, Daren J. , Bass, Eric , Rohauer, Tanya , Pendegraft, Sherry , Smith, Shauywn , Willis, Jim , Dinari, Sabra L. , Muzzy, Charles T. , Stehling, Stephanie , Riordan, Sean , McFatridge, Thomas , Panos, Jason , Hernandez, Jesus A , Draper, David , Canacoo, Tay +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Attached is a revised Credit Watch listing for the week of 11/19/01. The Yuma Companies (Inc.) has been added to this week's ""Call Credit"" column. +If there are any personnel in your group that were not included in this distribution, please insure that they receive a copy of this report. +To add additional people to this distribution, or if this report has been sent to you in error, please contact Veronica Espinoza at x6-6002. + +For other questions, please contact Jason R. Williams at x5-3923, Veronica Espinoza at x6-6002 or Darren Vanek at x3-1436. + + " +"allen-p/deleted_items/354.","Message-ID: <12507729.1075862161232.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 13:24:17 -0800 (PST) +From: eservices@tdwaterhouse.com +To: pallen@enron.com +Subject: Market Insight: Gradual Uptrend Anticipated +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: TD Waterhouse @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] Market Insight for November 19, 2001 From [IMAGE] The Gl= +obal Online Financial Services Firm Introducing Goldman Sachs PrimeAc= +cesssm Research As a TD Waterhouse customer, you now have online access t= +o Goldman Sachs PrimeAccesssm Research. Just login at tdwaterhouse.com , = +click on 'News & Research', and then on 'Goldman Sachs'. Gradual Uptrend= + Anticipated By Arnie Kaufman, Editor, The Outlook We see further but sl= +ower market progress. Tired after their recent run, stocks nevertheless a= +re being supported by signs that the economy is stabilizing, better news f= +rom Afghanistan and a large pool of cash reserves earning meager returns. = +The two-steps-forward, one-step-backward recovery since September 21 hasn= +'t created the enthusiasm that would necessitate an early, nasty correctio= +n. Investors, keeping in mind that every rally of the past 19 months has u= +ltimately failed, are regaining their confidence only slowly. Background = + conditions don't lend themselves to a strong advance in the near term. Wh= +ile recent data suggest that the recession will be mild and will end early= + next year, risks to this forecast are high. Another terrorist attack coul= +d deepen consumer gloom. The possibility of the disruption of oil supplies= + still exists. The fiscal stimulus package continues to be bogged down in = +partisan bickering. Treasury bond yields, moreover, have turned sharply = +higher, spurred by the less dire economic reports and by chart breakouts. = +Yields have quickly retraced the September-October decline. S&P technica= +l analyst Mark Arbeter is impressed by the recent stock market action and = +anticipates higher levels over the intermediate term, but he believes the = +easiest and quickest gains are behind. Arbeter sees a likely substantial a= +mount of stock for sale when Nasdaq (currently at 1898) moves into the 192= +0 to 2300 range and the S&P 500 (now at 1139) reaches 1170 to 1300. He exp= +ects it will take time to chew through this supply. History also suggest= +s limited near-term upside potential. Three months after the low points of= + the nine postwar bear markets, the S&P 500 was up an average of 14.9%. Th= +e index is already up 18% since the September 21 low. Six months after the= + nine postwar bear market lows, however, the ""500"" showed an average gain = +of 24.4%; 12 months after the lows, the index was ahead 34.5%, on average.= + As a TD Waterhouse customer, you can view a complete copy of S&P's The = +Outlook (a $298 value) for FREE. Just select 'News & Research' when you lo= +gin to yourTD Waterhouse account . The Outlook is available under 'Other = +Reports.' The time is right to refinance your mortgage! Mortgage rates= + are lower now than they've been in years. Seize the opportunity to reduce= + your monthly payments - call us today at 1-877-245-8953 to refinance. Vis= +it our web site for more. Your feedback is important to us! Email = +us with any questions or comments at eServices@tdwaterhouse.com TD = +Waterhouse Investor Services, Inc. Member NYSE/SIPC. Access to services a= +nd your account may be affected by market conditions, system performance o= +r for other reasons. Under no circumstances should the information herein = +be construed as a recommendation, offer to sell or solicitation of an offe= +r to buy a particular security. The article and opinions herein are obtain= +ed from unaffiliated third parties and are provided for informational purp= +oses only. While the information is deemed reliable, TD Waterhouse cannot = +guarantee its accuracy, completeness or suitability for any purpose and ma= +kes no warranties with regard to the results to be obtained from its use. = + To unsubscribe from this email, login to your account and select ""My A= +ccount' then 'My Info'. Or email us at eServices@tdwaterhouse.com =09 +" +"allen-p/deleted_items/355.","Message-ID: <32442766.1075862161302.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 12:53:57 -0800 (PST) +From: jwills3@swbell.net +To: k..allen@enron.com +Subject: Re: new PO available +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: James Wills @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, Carlos and I are almost ready to email you a ""post office"" +spreadsheet...hope to have it by this evening or early tomorrow. With +best +regards, Jim Wills (Roma and Canyon Lake are still available). + +Phillip.K.Allen@enron.com wrote: + +> Jim, +> +> I realize you are excited about these post offices. But I really need help +> analyzing the numbers. +> +> Phillip +> +> -----Original Message----- +> From: James Wills @ENRON +> Sent: Wednesday, November 14, 2001 1:38 PM +> To: pallen70@hotmail.com; pallen@enron.com +> Subject: Re: new PO available +> +> Phillip, Carlos and I will try to respond to your request for a +> spreadsheet in the next day or two (I'll be at the home office in New +> Braunfels tomorrow). Meanwhile, I wanted to pass on some news...the +> Killeen post office probably is gone...I wrote a contract this morning +> that's now on its way to California for signature. Of course, if you +> wanted to submit one also, we can do it fairly quickly. +> +> Incidentally, I had the price wrong on Killeen...it's $1,377,550, not +> $1,360,000. +> +> HOWEVER!! Here's info about another new listing that may be ideal for +> you; it's a brand new post office at CANYON LAKE, just north of SA, +> and in a really ideal location to serve all the small communities that +> surround the reservoir. I have attached a flyer for you...this one, +> like Killeen, will not be around long because there are other brokers +> promoting it. I have talked to the postmaster, who tells me that +> almost all the boxes are gone, and the building is just now ready for +> occupancy. CPS is connecting over 2200 new power boxes a month in the +> area. It's really growing. Let me know what you think!! +> +> With best regards, Jim Wills +> +> Phillip.K.Allen@enron.com wrote: +> +> > Jim, +> > +> > I received your email on the Killeen post office. I am still having +> a +> > tough time making the math work. Can you prepare a spreadsheet that +> would +> > show why the post office is such a good investment? Maybe the +> assumptions +> > I am making about interest rates, expenses, or value at the end of +> the +> > lease are incorrect. +> > +> > Phillip +> > +> > -----Original Message----- +> > From: James Wills @ENRON +> > Sent: Friday, November 09, 2001 4:22 PM +> > To: pallen70@hotmail.com; pallen@enron.com +> > Subject: new PO available +> > +> > Phillip, +> > +> > Hope your trip to Kerrville was worthwhile, and you had a +> chance to +> > check out the Heritage Building. +> > +> > I am writing to tell you about another post office that has +> just come +> > back on the market...it's in Killeen, and was under contract +> for about +> > 30 days. But one of my clients here who was in a 1031 exchange, +> and +> > had +> > designated three post offices with us, could only actually buy +> two, so +> > today he released this one. +> > +> > The Killeen post office (Harker Heights, a suburb) is one of +> the best +> > we +> > have had in our inventory. It was built by a developer who is a +> friend +> > of ours and has been constructing POs for many years. She had +> to turn +> > down two other potential buyers recently because it was under +> > contract. +> > +> > I'm sure it will not last long. I have attached a flyer for +> you, and +> > can +> > supply a copy of the lease too. If you are interested, do let +> me know +> > soon...we will need to act quickly! With best regards, Jim +> Wills +> > +> > - Harker Heights.doc << File: Harker Heights.doc >> +> > +> > +> ********************************************************************** +> > This e-mail is the property of Enron Corp. and/or its relevant +> affiliate and may contain confidential and privileged material for the +> sole use of the intended recipient (s). Any review, use, distribution +> or disclosure by others is strictly prohibited. If you are not the +> intended recipient (or authorized to receive for the recipient), +> please contact the sender or reply to Enron Corp. at +> enron.messaging.administration@enron.com and delete all copies of the +> message. This e-mail (and any attachments hereto) are not intended to +> be an offer (or an acceptance) and do not create or evidence a binding +> and enforceable contract between Enron Corp. (or any of its +> affiliates) and the intended recipient or any other party, and may not +> be relied on by anyone as the basis of a contract by estoppel or +> otherwise. Thank you. +> > +> ********************************************************************** +> +> - Canyon Lake, Texas.doc << File: Canyon Lake, Texas.doc >>" +"allen-p/deleted_items/356.","Message-ID: <6061808.1075862161327.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 12:47:50 -0800 (PST) +From: mike.grigsby@enron.com +To: p..adams@enron.com, k..allen@enron.com, j..brewer@enron.com, + suzanne.christiansen@enron.com, frank.ermis@enron.com, + justin.fernandez@enron.com, l..gay@enron.com, + shannon.groenewold@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, zachary.mccarroll@enron.com, + shelly.mendel@enron.com, john.o'conner@enron.com, + jay.reitmeyer@enron.com, benjamin.schoene@enron.com, + m..scott@enron.com, matt.smith@enron.com, p..south@enron.com, + walter.spiegelhauer@enron.com, patti.sullivan@enron.com, + m..tholt@enron.com, barry.tycholiz@enron.com, corey.wilkes@enron.com, + jason.wolfe@enron.com +Subject: OPS meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Adams, Jacqueline P. , Allen, Phillip K. , Brewer, Stacey J. , Christiansen, Suzanne , Ermis, Frank , Fernandez, Justin , Gay, Randall L. , Groenewold, Shannon , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , McCarroll, Zachary , Mendel, Shelly , O'Conner, John , Reitmeyer, Jay , Schoene, Benjamin , Scott, Susan M. , Smith, Matt , South, Steven P. , Spiegelhauer, Walter , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wilkes, Corey , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +We have conference room 6716 from 3:00 to 4:00 each day for OPS. I have not inspected the room to see if it will accommodate our entire group. + +Thanks, +Mike" +"allen-p/deleted_items/357.","Message-ID: <9568095.1075862161350.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 01:09:57 -0800 (PST) +From: dleduca714@yahoo.com +To: dleduca714@yahoo.com +Subject: Fw: Are You Living in Debt, Paycheck to Paycheck?3636 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: dleduca714@yahoo.com@ENRON +X-To: dleduca714@yahoo.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +FOLLOW ME TO FINANCIAL FREEDOM!! + +I Am looking for people with good work ethics and extrordinary desire to earn at least $10,000 per month working from home! + +NO SPECIAL SKILLS OR EXPERIENCE REQUIRED. We will give you all the training and personal support you will need to ensure your success! + +This LEGITIMATE HOME-BASED INCOME OPPORTUNITY can put you back in control of your time, your finances, and your life! + +If you've tried other opportunities in the past that have failed to live up their promises, THIS IS DIFFERENT THEN ANYTHING ELSE YOU'VE SEEN! + +THIS IS NOT A GET RICH QUICK SCHEME! + +YOUR FINANCIAL PAST DOES NOT HAVE TO BE YOUR FINANCIAL FUTURE! + +CALL ONLY IF YOU ARE SERIOUS! + +1-800-533-9351 (Free, 2 minute message) + +DO NOT RESPOND BY EMAIL AND DON'T GO TO SLEEP WITHOUT LISTENING TO THIS! + +"" The moment you commit an quit holding back, all sorts of unforseen incidents, meetings and material assistance will +rise up to help you. The simple act of commitment is a powerful magnet for help."" - Napoleon Hill + + + +To be REMOVED from this list, simply click reply and submit." +"allen-p/deleted_items/358.","Message-ID: <18148514.1075862161372.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 05:51:30 -0800 (PST) +From: randy.bhatia@enron.com +To: k..allen@enron.com, p..south@enron.com +Subject: steno +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bhatia, Randy +X-To: Allen, Phillip K. , South, Steven P. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +My steno is 5318." +"allen-p/deleted_items/359.","Message-ID: <12290948.1075862161396.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 05:36:58 -0800 (PST) +From: carole.frank@enron.com +To: k..allen@enron.com, randy.bhatia@enron.com, frank.ermis@enron.com, + carole.frank@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + keith.holst@enron.com, kam.keiser@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + matthew.lenhart@enron.com, ryan.o'rourke@enron.com, + jay.reitmeyer@enron.com, jay.reitmeyer@enron.com, + matt.smith@enron.com, p..south@enron.com, m..tholt@enron.com, + jason.wolfe@enron.com, ashley.worthing@enron.com, + biliana.pehlivanova@enron.com, monte.jones@enron.com +Subject: TRV Notification: (West VaR - 11/19/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Frank, Carole +X-To: Allen, Phillip K. , Bhatia, Randy , Ermis, Frank , Frank, Carole , Gay, Randall L. , Grigsby, Mike , Holst, Keith , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Lenhart, Matthew , O'Rourke, Ryan , Reitmeyer, Jay , Reitmeyer, Jay , Smith, Matt , South, Steven P. , Tholt, Jane M. , Wolfe, Jason , Worthing, Ashley , Pehlivanova, Biliana , Jones, Monte +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The report named: West VaR , published as of 11/19/2001 is now available for viewing on the website." +"allen-p/deleted_items/36.","Message-ID: <23428214.1075855375587.JavaMail.evans@thyme> +Date: Sat, 22 Dec 2001 07:28:21 -0800 (PST) +From: cpa@optmails.com +To: pallen@enron.com +Subject: PHILLIP, Get a $5000 credit limit to shop for the Holidays! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: USA GOLD @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + [IMAGE]Get Approved for an Unsecured Gold Credit Card Instantly Online! Now you can get Guaranteed instant online Approval for an Unsecured Gold Credit Card with a $5,000 credit line. That's right!!! As long as you are at least 18, a U.S resident with at least $800 in monthly household income and are not currently in bankruptcy, your [IMAGE]APPROVAL IS GUARANTEED!Enjoy great merchandise while improving your credit because the USA Gold Card reports your good credit to all three major bureaus. We want to help you establish or reestablish your credit today! [IMAGE]Don't wait any longer - Apply Online Today and get the credit you deserve! Sincerely, [IMAGE]Your New Offers Department + + + ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ +This email is not sent unsolicited. This is an Open2Win mailing! +This message is sent to subscribers ONLY. +The e-mail subscription address is: pallen@enron.com +To unsubscribe please click here" +"allen-p/deleted_items/360.","Message-ID: <12892082.1075862161421.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 05:14:25 -0800 (PST) +From: ina.rangel@enron.com +To: jay.reitmeyer@enron.com, m..scott@enron.com, mog.heu@enron.com, + frank.ermis@enron.com, p..south@enron.com, ina.rangel@enron.com, + m..tholt@enron.com, jason.huang@enron.com, matthew.lenhart@enron.com, + mike.grigsby@enron.com, tori.kuykendall@enron.com, + jason.wolfe@enron.com, matt.smith@enron.com, keith.holst@enron.com, + k..allen@enron.com +Subject: FW: STENO NUMBERS +Cc: laura.vuittonet@enron.com, jessica.presas@enron.com, + kimberly.bates@enron.com, alex.villarreal@enron.com, + daniel.quezada@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: laura.vuittonet@enron.com, jessica.presas@enron.com, + kimberly.bates@enron.com, alex.villarreal@enron.com, + daniel.quezada@enron.com +X-From: Rangel, Ina +X-To: Reitmeyer, Jay , Scott, Susan M. , Heu, Mog , Ermis, Frank , South, Steven P. , Rangel, Ina , Tholt, Jane M. , Huang, Jason , Lenhart, Matthew , Grigsby, Mike , Kuykendall, Tori , Wolfe, Jason , Smith, Matt , Holst, Keith , Allen, Phillip K. +X-cc: Vuittonet, Laura , Presas, Jessica , Bates, Kimberly , Villarreal, Alex , Quezada, Daniel +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Here is a list for the schedulers downstairs...we will get you a more completed one later. + -----Original Message----- +From: Saldana, Alex +Sent: Friday, November 16, 2001 3:54 PM +To: Rangel, Ina +Subject: STENO NUMBERS + + +INA, + +THIS IS WHAT WE HAVE FOR NOW. MONDAY EVERYONE THAT DOES NOT HAVE A STENO WILL. IF YOU NEED THE LIST OF NEW STENOS PLEASE CONTACT BRANDEE JACKSON BECAUSE I WILL BE OUT ON VACATION. + +THANKS. SORRY IT TOOK SO LONG. + + +Alex Saldana +Administrative Assistant +Enron Networks +(713) 345-7389 + +" +"allen-p/deleted_items/361.","Message-ID: <16268769.1075862161443.JavaMail.evans@thyme> +Date: Thu, 15 Nov 2001 19:47:14 -0800 (PST) +From: mike.grigsby@enron.com +To: k..allen@enron.com +Subject: PG&E Transport +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I want to thank you for all of your work on managing the long term transport on El Paso. You have done a great job. Thanks for taking on the added responsibility. + +Your contributions to the west desk and handling my bad positions will not be forgotten. + + +Sincerely, + +Grigsby" +"allen-p/deleted_items/362.","Message-ID: <27691925.1075862161467.JavaMail.evans@thyme> +Date: Thu, 15 Nov 2001 15:25:51 -0800 (PST) +From: ina.rangel@enron.com +To: dutch.quigley@enron.com, john.arnold@enron.com, mike.maggi@enron.com, + john.griffith@enron.com, andy.zipper@enron.com, larry.may@enron.com, + justin.rostant@enron.com, mog.heu@enron.com, jason.huang@enron.com, + m..scott@enron.com, jay.reitmeyer@enron.com, frank.ermis@enron.com, + p..south@enron.com, m..tholt@enron.com, l..gay@enron.com, + matthew.lenhart@enron.com, mike.grigsby@enron.com, + tori.kuykendall@enron.com, zachary.mccarroll@enron.com, + matt.smith@enron.com, keith.holst@enron.com, k..allen@enron.com +Subject: FW: Move Related Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Quigley, Dutch , Arnold, John , Maggi, Mike , Griffith, John , Zipper, Andy , May, Larry , Rostant, Justin , Heu, Mog , Huang, Jason , Scott, Susan M. , Reitmeyer, Jay , Ermis, Frank , South, Steven P. , Tholt, Jane M. , Gay, Randall L. , Lenhart, Matthew , Grigsby, Mike , Kuykendall, Tori , McCarroll, Zachary , Smith, Matt , Holst, Keith , Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + + +PLEASE MAKE SURE YOU ARE COMPLETELY PACKED BY 3:00 PM. THE MOVE TEAM WILL BE ON THE FLOOR BY 3:00 PM. + +ALSO: + +1. EMPTY VOICEMAIL +2. TAKE HOME LAPTOPS AND PALM PILOTS, IPAQ'S OR BLACKBERRY'S +3. TO BE HERE AT LEAST ONE HOUR PRIOR TO YOUR NORMAL TIME ON MONDAY MORNING. THE FLOOR WILL BE OPEN BY 5:00 AM +4. PACK HEADSETS. (BOX, BLACK WIRE TO EARPIECE AND BLACK CORD THAT CONNECTS UNDER DESK) ONLY LEAVE GRAY WIRES + +LET ME KNOW IF THERE IS ANY QUESTIONS OR IF YOU NEED ANY HELP +Ina Rangel +Administrative Coordinator +Enron North America +713-853-7257 Voice +713-646-3604 Fax + + + " +"allen-p/deleted_items/363.","Message-ID: <18222356.1075862161542.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 19:20:18 -0800 (PST) +From: no.address@enron.com +Subject: GMAT Review available at Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: The Princeton Review@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +GMAT REVIEW AT ENRON + +The next GMAT review course at Enron will begin Monday, November 26th: +The schedule is: + Course # 7019-00: Monday nights, Nov 26 - Jan 28 (no class Dec 24 or +Dec 31) + +This course is identical to the courses that started in October. It is +being offered now for the benefit of employees who would like to take the +GMAT before January 31 for the purposes of applying to business school. + +Course details: + - Class is held at Enron in room ECN560 and is restricted to Enron + employees + - Each course is limited to eight students + - Meets once a week for eight weeks + - Hours are 6:00-9:00 PM (first session will run til 10:00 pm to + include initial exam) + - Expect 4-5 hours of homework per week + - Course includes a total of four practice GMAT exams + - Ends the second week of December, allowing employees to take the + GMAT in December and meet a January application deadline. + - Special discount of $200 off the regular Princeton Review tuition + +Enron has allowed this program to be hosted in the Enron Building for +convenience of its employees. Individuals are responsible for paying their +own fees. Financial support from Enron is at manager's discretion and is +subject to the usual tuition reimbursement constraints around budget and +relevance to organizational performance. + + +HOW TO ENROLL: + 1. Print out the attached registration form. + 2. Complete the form, but please note the following + SPECIFIC INSTRUCTIONS: + A. Fill out the student information completely, including + your email address. + B. In the Enrollment section, where it says ""Please enroll + me in GMAT Class Size-8 Course # _________"", + C. In the Payment section: For the course at Enron, the + tuition is discounted by $200, to $899. + FULL PAYMENT of this amount by credit or debit card is +required on the registration form. Be sure to indicate complete cardholder +information. + 3. Fax the completed form to Princeton Review at (713) 688-4746. + +Faxes are time-stamped by the receiving fax machine at Princeton Review. +The first eight valid registration forms received for each course will be +honored. Registrations received after the first eight will be placed on a +waiting +list for the course or courses indicated. Enrollments and waitlists will be +confirmed by email. + +Employees who are not able to take the course at Enron can take a course at +the Princeton Review office at the same $200 discount. +Call (800)2REVIEW to register or to receive a list of course schedules. + +IMPORTANCE OF THE GMAT: + The GMAT score is a critical part of your application to business +school. Indeed, in many cases, it is the single most decisive statistic +that admissions offices use in evaluating applicants. While work +experience, GPA, essays, and interviews are all important components of +your application, the GMAT is the one objective factor that you can +substantially improve in a short period of time. + +THE TEXAS MBA TOUR: + All interested Enron employees are invited to attend the Texas MBA +Tour, which will be in Houston on Wednesday, January 23. The Texas MBA +Tour, of which The Princeton Review is a partner, is a group of six business +schools that host a joint MBA panel discussion and admissions fair. The +participating schools are Texas, Rice, SMU, Baylor, TCU, and Texas A&M. +The Princeton Review has agreed to handle registration for the event, so +call +(800) 2REVIEW to register. + +http://home.enron.com:84/messaging/gmatregform.pdf" +"allen-p/deleted_items/364.","Message-ID: <11838146.1075862161566.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 10:49:18 -0800 (PST) +From: wise.counsel@lpl.com +To: k..allen@enron.com +Subject: Re: word file as promised +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Robert W. Huntley, CFP"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Thanks. That is an interesting idea. I'd like to keep the rear stairway +but that might still be possible. Anyway, let's see what happens with the +variance. I appreciate your efforts. + +By the way, did you have any problems with any of the neighbors? + +Bob + +----- Original Message ----- +From: +To: +Sent: Wednesday, November 14, 2001 8:19 AM +Subject: RE: word file as promised + + +Bob, + +I turned in the application for a variance yesterday. The hearing will be +on January 8th. In order to get on the calendar for the Dec 4th hearing, +the application had to be in by November 9th. I was under the impression +that yesterday was the deadline. Sorry if I dropped the ball. + +On another note, I spoke to Joe Edwards yesterday and he had some useful +suggestions about the addition. It might be possible to move the addition +forward and open up the bedroom at the top of the stairs into the new +space. You could convert the modified bedroom into a media room and use +the new space for your game/play/music room. Then you could close off the +existing play room to replace the bedroom lost. Part of the play room that +is bordered by the stair rail and looks down to the living room could be +used for a built in desk with a couple of computers. This way you would +not have to add a second staircase. The walls needed to convert the +playroom to a bedroom should be minor construction. In the back you could +slope the roof until you were within the setback. Then you could place a +large dormer facing the back of the property or bring a wall straight up. +>From the driveway the addition would have the same elevation as your +drawing but intwould be brought forward with a covered parking area below +the addition. The kitchen and dining room windows would still open to the +driveway but they would be more shaded. That is the west side of the house +so that might not be a bad thing. Your ideas about opening up the kitchen +to the living room or dining room would still be possible. Personally, I +think opening the dining room would be the better idea. + +I don't know if you can visualize this or if you are even interested in +exploring anything except your original plan. But I wanted to suggest +something in case the variance was not granted. Let me know if you want me +to try and sketch out these ideas. + +Phillip + -----Original Message----- + From: ""Robert W. Huntley, CFP"" @ENRON + Sent: Monday, November 12, 2001 11:45 AM + To: Allen, Phillip K. + Subject: word file as promised + + + + - Allen 8855 Merlin lttr.doc << File: Allen 8855 Merlin lttr.doc >> + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** +" +"allen-p/deleted_items/365.","Message-ID: <19497051.1075862161590.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 14:15:00 -0800 (PST) +From: patti.sullivan@enron.com +To: p..adams@enron.com, k..allen@enron.com, j..brewer@enron.com, + suzanne.christiansen@enron.com, frank.ermis@enron.com, + justin.fernandez@enron.com, l..gay@enron.com, + shannon.groenewold@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, zachary.mccarroll@enron.com, + shelly.mendel@enron.com, john.o'conner@enron.com, + jay.reitmeyer@enron.com, benjamin.schoene@enron.com, + m..scott@enron.com, matt.smith@enron.com, p..south@enron.com, + walter.spiegelhauer@enron.com, patti.sullivan@enron.com, + m..tholt@enron.com, barry.tycholiz@enron.com, corey.wilkes@enron.com, + jason.wolfe@enron.com +Subject: Prebid +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sullivan, Patti +X-To: Adams, Jacqueline P. , Allen, Phillip K. , Brewer, Stacey J. , Christiansen, Suzanne , Ermis, Frank , Fernandez, Justin , Gay, Randall L. , Groenewold, Shannon , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , McCarroll, Zachary , Mendel, Shelly , O'Conner, John , Reitmeyer, Jay , Schoene, Benjamin , Scott, Susan M. , Smith, Matt , South, Steven P. , Spiegelhauer, Walter , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wilkes, Corey , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The prebid meeting is tomorrow from 3:00 to 5:00 in ECS 5075." +"allen-p/deleted_items/366.","Message-ID: <27907829.1075862161614.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 13:34:59 -0800 (PST) +From: no.address@enron.com +Subject: Holiday Party - Canceled +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ken Lay- Chairman of the Board & CEO@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +I know that this is a difficult time for all of us. With everything going on inside the company as well as in the world around us, we have been carefully considering whether a holiday celebration is appropriate this year. To be honest, employee feedback has been mixed. Many viewed the holiday party as a unique opportunity for us to come together as Enron employees to share the spirit of the season. Others felt a holiday party would be improper given the company's current circumstances. + +After weighing these points of view, we have ultimately decided to cancel the all-Enron holiday party that was scheduled for December 8. Given what has transpired over the past month, it could be considered imprudent for Enron to incur the expense of such an event. I regret that this action is necessary because I recognize that your hard work throughout the year merits a holiday celebration and so much more. We will attempt to find other, more appropriate ways to recognize your outstanding contributions as we move into the holiday season. + +Ken Lay" +"allen-p/deleted_items/368.","Message-ID: <5815374.1075862161668.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 17:22:56 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 29 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/369.","Message-ID: <28493283.1075862161692.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 16:33:30 -0800 (PST) +From: kathryn.sheppard@enron.com +To: cooper.richey@enron.com, chris.gaskill@enron.com, mike.grigsby@enron.com, + david.ryan@enron.com +Subject: Portland Fundamental Analysis Strategy Meeting Info +Cc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +X-From: Sheppard, Kathryn +X-To: Richey, Cooper , Gaskill, Chris , Grigsby, Mike , Ryan, David +X-cc: Lavorato, John , Zufferli, John , Allen, Phillip K. , Heizenrader, Tim +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + PLEASE NOTE: Call-in information will change weekly. + +The call-in information for the Tuesday Portland Fundamental Analysis Strategy Meeting is as follows: + + + Date: Tuesday, 11/20/01 + Time: 1:00 p.m. (PST) + + Dial In Number: 888-296-1938 + Participant Code: 805775 + + +If you have any questions, please contact Kathy Sheppard at 503-464-7698. + +Thanks. + + +" +"allen-p/deleted_items/37.","Message-ID: <30296984.1075855375609.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 17:17:44 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 53 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/370.","Message-ID: <31308531.1075862161717.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 05:12:09 -0800 (PST) +From: no.address@enron.com +Subject: Enron In Action 11.19.01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron In Action@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +Enron in Action can be accessed through the new Community Relations web site at http://cr.enron.com/eia.html . In this week's issue you will find out information regarding: + +Enron Happenings +Sponsor a Child - Win a Ticket to Cirqie du Solei + +Enron Volunteer Opportunities +Saint Nicholas Needs Your Help! +Nutcracker Volunteer Opportunity +Camp Noah - Daycamp for Children Recovering from Disaster +Thanksgiving Volunteer Opportunity + +Enron Wellness +Holiday Fashion Show & Luncheon +Weight Watchers + +In addition, Enron in Action is available through a channel on my.home.enron.com. To add this channel to your set-up click on the channels link at the top of the screen and under announcements check the Enron in Action box. + +If you wish to add an announcement to Enron in Action, please fill out the attached form below and submit it to mailto:eia@enron.com no later than 12 PM Thursday each week. + + " +"allen-p/deleted_items/371.","Message-ID: <1894682.1075862161751.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 15:35:38 -0800 (PST) +From: mike.grigsby@enron.com +To: biliana.pehlivanova@enron.com, k..allen@enron.com, frank.ermis@enron.com, + l..gay@enron.com, keith.holst@enron.com, tori.kuykendall@enron.com, + matthew.lenhart@enron.com, jay.reitmeyer@enron.com, + m..scott@enron.com, matt.smith@enron.com, p..south@enron.com, + m..tholt@enron.com, jason.wolfe@enron.com +Subject: RE: Desk to Desk Deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Pehlivanova, Biliana , Allen, Phillip K. , Ermis, Frank , Gay, Randall L. , Holst, Keith , Kuykendall, Tori , Lenhart, Matthew , Reitmeyer, Jay , Scott, Susan M. , Smith, Matt , South, Steven P. , Tholt, Jane M. , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please review this file every day. Biliana will be posting this file on the web in the near future. The summary includes all desk to desk deals. + +Mike + + -----Original Message----- +From: Pehlivanova, Biliana +Sent: Monday, November 19, 2001 3:46 PM +To: Allen, Phillip K.; Ermis, Frank; Gay, Randall L.; Grigsby, Mike; Holst, Keith; Kuykendall, Tori; Lenhart, Matthew; Reitmeyer, Jay; Scott, Susan M.; Smith, Matt; South, Steven P.; Tholt, Jane M.; Wolfe, Jason +Subject: Desk to Desk Deals + + + + << File: Desk to Desk Deals 1119.pdf >> " +"allen-p/deleted_items/372.","Message-ID: <771511.1075862161774.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 07:06:46 -0800 (PST) +From: ina.rangel@enron.com +To: mog.heu@enron.com, jason.huang@enron.com, p..south@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com, m..scott@enron.com, + l..gay@enron.com, m..tholt@enron.com, matthew.lenhart@enron.com, + mike.grigsby@enron.com, tori.kuykendall@enron.com, + matt.smith@enron.com, keith.holst@enron.com, k..allen@enron.com, + patti.sullivan@enron.com +Subject: Pre-Bid Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Heu, Mog , Huang, Jason , South, Steven P. , Ermis, Frank , Reitmeyer, Jay , Scott, Susan M. , Gay, Randall L. , Tholt, Jane M. , Lenhart, Matthew , Grigsby, Mike , Kuykendall, Tori , Smith, Matt , Holst, Keith , Allen, Phillip K. , Sullivan, Patti +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Today's Pre-Bid Meeting will be held in 05075 from 3:00 PM to 5:00 PM + + + +Patti: Please pass on to the schedulers." +"allen-p/deleted_items/373.","Message-ID: <14779358.1075862161798.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 08:51:38 -0800 (PST) +From: ashley.worthing@enron.com +To: k..allen@enron.com, randy.bhatia@enron.com, frank.ermis@enron.com, + carole.frank@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + keith.holst@enron.com, kam.keiser@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + matthew.lenhart@enron.com, ryan.o'rourke@enron.com, + jay.reitmeyer@enron.com, jay.reitmeyer@enron.com, + matt.smith@enron.com, p..south@enron.com, m..tholt@enron.com, + jason.wolfe@enron.com, ashley.worthing@enron.com, + biliana.pehlivanova@enron.com, monte.jones@enron.com +Subject: TRV Notification: (West VaR - 11/20/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Worthing, Ashley +X-To: Allen, Phillip K. , Bhatia, Randy , Ermis, Frank , Frank, Carole , Gay, Randall L. , Grigsby, Mike , Holst, Keith , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Lenhart, Matthew , O'Rourke, Ryan , Reitmeyer, Jay , Reitmeyer, Jay , Smith, Matt , South, Steven P. , Tholt, Jane M. , Wolfe, Jason , Worthing, Ashley , Pehlivanova, Biliana , Jones, Monte +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The report named: West VaR , published as of 11/20/2001 is now available for viewing on the website." +"allen-p/deleted_items/374.","Message-ID: <26764357.1075862161821.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 13:31:36 -0800 (PST) +From: mery.l.brown@accenture.com +Subject: Meeting Room for Tomorrow +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com, donald.l.barnhart@accenture.com, kmcdani@enron.com, Frolov, Yevgeny +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tomorrow's meeting will be in Room 43C2. I'll see you at 10:00. + +If you have any questions, please feel free to call me at Ext. 5-6676. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/deleted_items/375.","Message-ID: <31398378.1075862161845.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 09:41:21 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: How to pick an all-in-one: It's the form factor, stupid +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +HOW TO PICK AN ALL-IN-ONE: IT'S THE FORM FACTOR, STUPID + + I'll say it straight up: There's no perfect + device (yet) that combines a cellular phone + and a PDA. So finding one you can live with is + always a trade-off. My advice? Choose form + factor first and live with the compromises. + (Or just stick with separate gadgets.) + +http://cgi.zdnet.com/slink?/adeskb/adt1120/2825838:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + APPLE: BRING ON XP... HP'S SPEED BOOST... PENTAGON GOING +PRIVATE... + + Might you Windows users come back to + the Mac? Apple thinks so. It's confident + its new OS X out-XPs Microsoft XP--enough + to entice more than few converts into + the Mac fold. But will it work? + +http://cgi.zdnet.com/slink?/adeskb/adt1120/2825819:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +John Morris and Josh Taylor + + WIFI AND BLUETOOTH: TOGETHER AT LAST IN A NOTEBOOK + PC + + Everyone's been talking about wireless networking + for some time, but where are the products? + Josh and John have found one. The Toshiba +Portégé + 4000 is the first notebook they've seen that + is ready for the wireless world. + + +http://cgi.zdnet.com/slink?/adeskb/adt1120/2825769:8593142 + + + > > > > > + + +Wayne Rash + + CAN YOUR BIZ PASS A SECURITY AUDIT? HERE'S WHY IT + MUST + + A recent review of government computing showed + its security was sorely lacking. What about + at your company? The nation has paid ample + lip service to the importance of tight security, + now it's time to act. Wayne tells you how. + + +http://cgi.zdnet.com/slink?/adeskb/adt1120/2825802:8593142 + + + > > > > > + + +Preston Gralla + + GOODBYE, BLOATWARE! TRY THESE 3 STRIPPED-DOWN + HTML EDITORS + + Bloatware--fat programs stuffed with useless + features--only create an obstacle between + you and your beloved coding. You can do better. + Preston picks out three downloads that offer + just the tools HTML jockeys need. + + +http://cgi.zdnet.com/slink?/adeskb/adt1120/2825733:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +CHECK OUT ZDNET'S COMDEX 2001 BEST OF SHOW +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/special/filters/report/0,13324,6021645,00.html + +DON'T MISS ZDNET'S HOLIDAY GIFT GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/index.html + +GET YOUR VERY OWN LASER PRINTER +http://www.zdnet.com/products/stories/overview/0,8826,540321,00.html + + + + +******************ELSEWHERE ON ZDNET!****************** + +Did you miss COMDEX? Get all the details in our special report. +http://cgi.zdnet.com/slink?163581 + +Don't miss top price drops from premier vendors at ZDNet Shopper. +http://cgi.zdnet.com/slink?163582 + +FREE trial offers from leading business and technology magazines. +http://cgi.zdnet.com/slink?163583 + +Find perfect presents in our Holiday Gift Guide. +http://cgi.zdnet.com/slink?163584 + +Check out the most popular notebooks, handhelds, cameras, and more. +http://cgi.zdnet.com/slink?163585 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/376.","Message-ID: <1988015.1075862161869.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 23:07:00 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Ho-ho-how to buy a computer for Christmas +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +HO-HO-HOW TO BUY A COMPUTER FOR CHRISTMAS + + It's that time of year again! If you're considering + buying yourself a spiffy new PC (maybe spiced + up with a broadband Internet connection?) + or are looking to bestow technological riches + on someone else this season, don't miss this + great advice from Santa David. + +http://cgi.zdnet.com/slink?/adeskb/adt1126/2826742:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + SONY ON DVD FENCE... NEW LOOK FOR LINUX... MS SERVERS +ATTACKED... + + The battle over which DVD format will + become the industry standard wages + on. Sony's weighed in on which one it + prefers, but its stance is hardly decisive. + Also, a new graphical interface for + Linux and other Unix-like OS's has arrived, + and a worm is wreaking havoc on Microsoft + SQL servers. + +http://cgi.zdnet.com/slink?/adeskb/adt1126/2827001:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Lee Schlesinger + + WHY A 'PATCHWORK' APPROACH TO SECURITY IS RIGHT + FOR YOUR BIZ + + If you're concerned about keeping your network + safe from hackers, crackers, and worms, there's + an easy way to do it: stay up to date with patches. + But most organizations don't have a patchwork + plan. Lee Schlesinger explains why that's + important--and shows you how to take the right + approach. + + +http://cgi.zdnet.com/slink?/adeskb/adt1126/2826693:8593142 + + + > > > > > + + +Larry Dignan + + WHY CELL PHONE GIANT NOKIA'S GOING GADGET-HAPPY + + It's not the greatest time to be a wireless + company. Nokia's response? Go all out with + a slew of new gadget phones. Larry looks at + Nokia's attempt to convince you to swap your + old phone for a jazzier one. + + +http://cgi.zdnet.com/slink?/adeskb/adt1126/2826669:8593142 + + + > > > > > + + +Preston Gralla + + STEAL A DEAL! GET SWEET SAVINGS WITH 3 FREE SHOPPING + TOOLS + + The holiday gift-buying rush is on! This year, + don't be caught in crowds at the mall. Shop + online instead. Preston finds 3 free shopping + companions that make sure you get the best + price on all your online purchases. + + +http://cgi.zdnet.com/slink?/adeskb/adt1126/2826649:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +DON'T MISS ZDNET'S HOLIDAY GIFT GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/index.html + +CHECK OUT THIS COOLER THAN COOL DIGITAL CAMERA +http://www.zdnet.com/supercenter/stories/overview/0,12069,540146,00.html + + +MIDDLEWARE FRONT AND CENTER IN DOJ SETTLEMENT +http://www.zdnet.com/techupdate/stories/main/0,14179,2825333,00.html + + + + +******************ELSEWHERE ON ZDNET!****************** + +Check out the season's best tech gear in our Holiday Gift Guide! +http://cgi.zdnet.com/slink?164489 + +Get the latest enterprise application news, reviews and analysis. +http://cgi.zdnet.com/slink?164490 + +Browse this week's top 50 tech products at ZDNet Shopper. +http://cgi.zdnet.com/slink?164491 + +PCs, notebooks, PDAs, and more -- find perfect gifts for everyone. +http://cgi.zdnet.com/slink?164492 + +Does your career need a jumpstart? View over 90,000 job listings. +http://cgi.zdnet.com/slink?164493 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/377.","Message-ID: <25917734.1075862161891.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 21:18:42 -0800 (PST) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Jane M Tholt +Report Name: November 21, 2001 +Days In Mgr. Queue: 4 +" +"allen-p/deleted_items/379.","Message-ID: <31421020.1075862161937.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 15:03:25 -0800 (PST) +From: iwon@info.iwon.com +To: pallen@enron.com +Subject: Phillip, need some gift idea's? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: iWon Announcement@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE]=09 $10 & Under Patriotic Items Computers Watches/Pens Home & Ki= +tchen Personal Care Enjoy BIG Savings on hundreds of items! =09 + Phillip, Need some gift ideas? Take a peek at some of the great items wa= +iting for you right now in the Reward Points Store: [IMAGE] [IMAGE]Gifts = +for him - From the office to golf course to the comforts of the living room= +, we've got plenty of can't-miss gifts for men. Electronics, Sports Equipm= +ent, DVD Movies [IMAGE]Gifts for her - Find the perfect indulgence for an = +unforgettable holiday. Jewelry, Flowers, Gifts [IMAGE]For the person who = +has everything - Surprise them with sure-fire gifts. Gift Baskets, Music, = + Gift Certificates [IMAGE]Toys Toys Toys! - What would the holidays be with= +out toys! Light up the faces of your little elves! Toys & Games, Education= +al, Software [IMAGE]Holiday Gifts Center - Find the perfect presents and s= +mall luxuries to stuff those stockings! Gift Center, Stocking Stuffers[IMA= +GE]Great news for Santa's little helper - we've filled the Reward Points St= +ore with hundreds of new items. You're sure to find the perfect gifts that = +will land you on everyone's 'Nice' list. Click here to redeem your Reward P= +oints now! =09 +=09 +---------------------------------------------------------------------------= +---------------------------------------------------------------------------= +------------------------- =09 +=09 +Forgot your member name? It is: Allen Forgot your iWon password? Click here= +: You received this email because when you registered at iWon you agreed = +to receive email from us. To unsubscribe from one or more email categories,= + please click below. Please note, changes may take up to one week to proces= +s. If you're not signed in, you will need to do so before you can update yo= +ur profile. Click here. [IMAGE]=09 +" +"allen-p/deleted_items/38.","Message-ID: <12916017.1075855375633.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 14:45:00 -0800 (PST) +From: ei_editor@platts.com +To: einsighthtml@listserv.platts.com +Subject: Fitting the bill +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor @ENRON +X-To: EINSIGHTHTML@LISTSERV.PLATTS.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +=20 + The Energy Insight Staff is off for the holidays. We'll be back in the off= +ice with new analysis December 26. Happy Holidays! +=20 +[IMAGE]=09 + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 [IMAGE] [IMAGE] [= +IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] Updated: Dec. 26, 2001 [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] Fitting the bill Utility asset ma= +nagement used to be just about pipes and wires. In the wake of competition = +many utilities have reinvented themselves as retail operations whose main a= +ssets are customers. [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAG= +E] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] Fight over hydro proje= +ct could become war Outcome could set precedent for other relicensing Env= +ironmental issues may be deciding factor [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [= +IMAGE] [IMAGE] Enron auditor, SEC official admit failures Enron w= +ithheld vital information Analysts were slow to drop coverage [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] A sci-fi twist in clean coal= + research Bioprocessing cleans impurities Scientists create coal-adapted m= +icrobes [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] NRC expected to okay inc= +reases in output from Exelon units full story... TXU wins okay to sell dis= +tribution, generation in UK full story... EEI urges FERC to scale back pro= +posed affiliate rule full story... Creditors seek bankruptcy for NYC plant= + developer full story... Mirant says power portfolio should be 30,000 MW b= +y 2005 full story... AGA survey says gas installed in most new housing ful= +l story... El Paso says reaches deal to sell $750M of its stock full story= +... AEP seals $960M deal, buys 4,000 MW from Edison unit full story... Lu= +koil-Odessa begins sale of jet fuel in Ukraine full story... New Mexico re= +finer to pay $510,000 fine, invest $20M full story... To view all of today= +'s Executive News headlines, click here [IMAGE] [IMAGE] [IMAGE= +] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Copyright ? 2001 - Platts, All R= +ights Reserved [IMAGE] Market Brief Friday, December 21 Stocks Close = +Change % Change DJIA 10,035.34 50.2 0.50% DJ 15 Util. 284.69 (1.3) -0.47% = +NASDAQ 1,945.83 27.31 1.42% S&P 500 1,144.89 5.0 0.44% Market Vols Cl= +ose Change % Change AMEX (000) 122,558 (36,092.0) -22.75% NASDAQ (000) 2,34= +9,650 330,765.0 16.38% NYSE (000) 1,707,915 272,099.0 18.95% Commodit= +ies Close Change % Change Crude Oil (Feb) 19.62 0.32 1.66% Heating Oil (Ja= +n) 0.5484 0.002 0.44% Nat. Gas (Henry) 2.895 0.185 6.83% Propane (Jan) 32= +.00 0.50 1.59% Palo Verde (Jan) 28.00 0.00 0.00% COB (Jan) 28.00 0.00 0.= +00% PJM (Jan) 31.15 0.00 0.00% Dollar US $ Close Change % Change Austr= +alia $ 1.968 (0.008) -0.40% Canada $ 1.59 0.007 0.44% Germany Dmark 2.= +20 0.025 1.15% Euro 0.8880 (0.010) -1.12% Japan ?en 129.6 0.900 0.70% = +Mexico NP 9.12 (0.040) -0.44% UK Pound 0.6959 0.0044 0.64% Foreign I= +ndices Close Change % Change Arg MerVal 320.46 0.00 0.00% Austr All Ord. 3= +,314.10 27.90 0.85% Braz Bovespa 13368.53 450.39 3.49% Can TSE 300 7528.= +30 73.30 0.98% Germany DAX 5019.01 84.87 1.72% HK HangSeng 11158.1 (443.0= +4) -3.82% Japan Nikkei 225 10335.45 (99.07) -0.95% Mexico IPC 6380.60 117= +.31 1.87% UK FTSE 100 5,159.20 79.00 1.56% Source: Yahoo!, Trading= +Day.com and NYMEX.com =09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IM= +AGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + =09 =09 + + + - bug_black.gif=20 + - Market briefs.xls" +"allen-p/deleted_items/380.","Message-ID: <13435721.1075862161981.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 13:55:57 -0800 (PST) +From: newsletter@pussylickingcunts.com +To: pallen@enron.com +Subject: Mmmm ... Hmmm ... this is it. - ADULT CONTENT +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""The Vixens"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +Web Vixens + + + + + +

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+ This message is a commercial advertisement. It is compliant with all + federal and state laws regarding email messages including the California + Business and Professions Code. We have provided ""opt out"" email contact + so you can be deleted from our mailing list. In addition we have provided + the subject line ""ADV"" to provide you notification that this is a commercial + advertisement for persons over 18yrs old - ©2001 WEBVIXENS

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+ +" +"allen-p/deleted_items/381.","Message-ID: <26393700.1075862162007.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 09:10:47 -0800 (PST) +From: yahoo-delivers@yahoo-inc.com +To: pallen@ect.enron.com +Subject: Yahoo! Newsletter, November 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Yahoo! Delivers@ENRON +X-To: pallen@ect.enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +[IMAGE] + [IMAGE][IMAGE] [IMAGE] Yahoo! Warehouse - What's In It For You Visit= + the Yahoo! Warehouse grand opening for deals on used, overstock, and clea= +rance goods from distributors, liquidators, and individual sellers. Buy you= +r favorite books, music, DVDs and videos, video games, computers, and elect= +ronics at bargain prices! Got stuff to sell? It's a cinch to list your item= +s and watch your business grow. Four Dimensions of Shopping The New Yaho= +o! Shopping consists of Shopping, Warehouse, Auctions, and Classifieds. Se= +lect the universal search box to find that perfect holiday gift, or make a = +purchase for yourself or your business. Buy brand-name goods from catalog m= +erchants or boutique storefronts; commodity items from discount sellers; on= +e-of-a-kind collectibles on auction; or cars, pets, furnishings, and more f= +rom sellers in your local area. Shop at Home for the Holidays Find great = +gift ideas and seasonal specials at the Yahoo! Shopping Gift Center . Or vi= +sit the Cosmo Gift Guide 's boutique collection of presents for the ladies = +on your list, including Mom (plus treats for that special someone -- you)! = +From Yahoo! Shopping and Cosmopolitan Magazine -- your favorite things for = +the holidays or anytime. Desktop Essentials Made Easy One simple download= + gets you started with three powerful Yahoo! Essentials : Yahoo! Messenger,= + for instant messaging; Yahoo! Companion, a custom toolbar for your browser= +; and the Messenger Explorer bar, for access to messaging within your brows= +er. Don't miss Yahoo! Messenger's new IMVironments -- liven up your instan= +t chat with interactive themes like Dilbert, Hello Kitty, or the Super Smas= +h Bros. Set up your Windows desktop for easy access to your favorite Yahoo!= + services and preferences. More Great Ways to Yahoo! Short Takes * P= +ut Your Resume Where the Jobs Are - Create an online resume and post it fo= +r free on Yahoo! Careers -- thousands of jobs listings are just a click awa= +y. Let employers find you. * Consumer Reports Auto Hub - Steer your way t= +o expert, unbiased buying advice before you shop the showrooms. Get 90-day = +access to over 150 in-depth vehicle reports for only $9.95. Sample one of t= +he free reports on Yahoo! Autos, like this Best & Worst Used Cars . * Simp= +lify Your Financial Life - Let Yahoo! 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Then, get= + Wireless Access for those remote last-minute moves -- $3.95 buys you a sea= +son's worth of mobile play. * Yahoo! Personals - Make a date, find a mate= +. Membership is less than $20 a month. Join ClubConnect now and get your fi= +rst month free. Offer available until November 30, 2001. Copyright ? 20= +01 Yahoo! Inc. All rights reserved. =09 + + + =09 + You received this email because your account information indicates that = +you wish to be contacted about special offers, promotions and Yahoo! featur= +es. If you do not want to receive further mailings from Yahoo! Delivers, u= +nsubscribe by clicking here or by replying to this email. You may also mo= +dify your delivery options at any time. To learn more about Yahoo!'s use= + of personal information, including the use of web beacons in HTML-based e= +mail, please read our Privacy Policy . =09 +" +"allen-p/deleted_items/382.","Message-ID: <9336358.1075862162077.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 04:30:50 -0800 (PST) +From: edelivery@salomonsmithbarney.com +To: pallen@enron.com +Subject: E-delivery Notification - Confirms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dear Salomon Smith Barney Client: + +Your Salomon Smith Barney trade confirmation(s) has been delivered to Salomon Smith Barney Access for online viewing. To view your trade confirmation(s) online, click on the link below. You will be required to enter your Salomon Smith Barney Access User Name and Password. + +https://www.salomonsmithbarney.com/cgi-bin/edelivery/econfirm.pl?47d10745b585f445e58545143323030313 + +Note: If you cannot access your confirmation through the link provided in this e-mail, ""cut and paste"" or type the full URL into your browser. You can also choose to view your confirmations directly from your Salomon Smith Barney Access Portfolio page by clicking the Portfolio tab and selecting ""Confirms"". + +Any prospectuses related to these trade confirmations will be sent under separate cover. If you opted to receive your prospectuses online, you will receive an e-mail notice when they are available for online viewing. + +If you are experiencing difficulty when viewing your confirmation online, you may need to adjust your Adobe Acrobat Options settings or upgrade your Adobe Acrobat software. Please visit our Frequently Asked Questions area on Adobe Acrobat for assistance: + +https://www.salomonsmithbarney.com/cust_srv/faq/ + +If you have any questions or need any assistance viewing your trade confirmations online, please contact the Online Client Service Center at 1-800-221-3636 (available 24 hours, seven days a week). If you have questions about the trades that generated the confirms, please contact your Salomon Smith Barney Financial Consultant. + +Thank you. +Salomon Smith Barney + +Please do not respond to this e-mail. + +Salomon Smith Barney Access is a registered service mark of Salomon Smith Barney Inc. +" +"allen-p/deleted_items/383.","Message-ID: <15657814.1075862162099.JavaMail.evans@thyme> +Date: Fri, 23 Nov 2001 17:21:17 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 33 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/384.","Message-ID: <27039770.1075862162122.JavaMail.evans@thyme> +Date: Fri, 23 Nov 2001 11:27:01 -0800 (PST) +From: kam.keiser@enron.com +To: k..allen@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + mog.heu@enron.com, keith.holst@enron.com, jason.huang@enron.com, + kam.keiser@enron.com, tori.kuykendall@enron.com, + matthew.lenhart@enron.com, stephanie.miller@enron.com, + ryan.o'rourke@enron.com, jay.reitmeyer@enron.com, p..south@enron.com, + m..tholt@enron.com, houston <.ward@enron.com>, mark.whitt@enron.com, + jason.wolfe@enron.com +Subject: TRV Notification: (West NG Prices - Basis - 11/21/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Keiser, Kam +X-To: Allen, Phillip K. , 'ebass@enron.com', Ermis, Frank , Gay, Randall L. , Grigsby, Mike , Heu, Mog , Holst, Keith , Huang, Jason , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Miller, Stephanie , O'Rourke, Ryan , Reitmeyer, Jay , 'sscott5@enron.com', Smith, Matt , South, Steven P. , Tholt, Jane M. , Ward, Kim S (Houston) , Whitt, Mark , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The report named: West NG Prices - Basis , published as of 11/21/2001 is now available for viewing on the website. + +(Revision: 3)" +"allen-p/deleted_items/385.","Message-ID: <29750166.1075862162145.JavaMail.evans@thyme> +Date: Fri, 23 Nov 2001 09:50:29 -0800 (PST) +From: iwon@info.iwon.com +To: pallen@enron.com +Subject: Phillip, Big news! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: iWon Announcement@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] [IMAGE] Phillip, Big news! Here's a great way to win prizes on iWon - iWon Casino! Play any of your favorite iWon Casino games to earn iWon Chips, then exchange your Chips for chances to win terrific weekly prizes - like a Panasonic DVD Player, a Bose Wave Radio and an Toshiba 19"" Color Television. It's that easy! [IMAGE] The more iWon Chips you earn, the more chances you have to win! Phillip, the iWon Casino has all your favorites: Slots, Video Poker, Blackjack, Craps, Roulette, Vegas Solitaire and more! Why not play a game right now? Click here. Good luck - and enjoy the iWon Casino! - The iWon Team + [IMAGE] Forgot your member name? It is: Allen Forgot your iWon password? Click here. Please note: You must be signed into iWon in order to play iWon Casino games. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. [IMAGE] +" +"allen-p/deleted_items/386.","Message-ID: <16457366.1075862162168.JavaMail.evans@thyme> +Date: Fri, 23 Nov 2001 05:32:54 -0800 (PST) +From: d1131c2e-3c2c-40c2-bb3b-685d6a0d2700@autotoolbox.net +To: pallen@enron.com +Subject: November 2001: Car buying tips.. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Automotive Update"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + AutoToolBox.net Newletter: November 2001 =09 + AutoToolBox.net [IMAGE]Welcome to the Car Site For Car People! =09 +[IMAGE]=09 +[IMAGE]=09 + BROWSE [IMAGE] Main Page [IMAGE] Car Buying [IMAGE] Used Ca= +rs [IMAGE] Auto Loans [IMAGE] Car Insurance [IMAGE] Auto News [I= +MAGE] DMV Map [IMAGE] Driving Directions [IMAGE] OUR PARTNERS = + CanTire.com Carfax CarParts.com CarPrices The Tire Rack Warrant= +ybynet [IMAGE] Welcome to the Car Site For Car People [IMAGE] We= + try to give the average person a listing of the best resources on the web= + related to cars and car buying. We've filtered out the hype and endless o= +nline marketing to give you the leads to the most useful resources. [IMAG= +E] New Car Buying Methods A guide to new money-saving online car-bu= +ying resources. Learn about several interesting online car-buying methods. = +What is the best way to buy a car online? Can the Internet somehow help peo= +ple save money when buying a car? There are indeed ways to utilize the Int= +ernet to shop for - and even buy - a less expensive car using the Internet= +. Click here for more info [IMAGE] [IMAGE] Arrive At The Dealership = +With A Pre-Approved Loan Did you know you can get tax-deductible auto= + loans for new or used cars? Plus: An overview of various online financing = +options. Sometimes the best way to go car shopping is with money in-hand to= + serve as a bargaining tool. Sometimes it is a real pain to line up at the= + bank to shop for loans. Click here for more info [IMAGE] [IMAGE] N= +ews Line November USA: Toyota may extend zero-interest financing in U.= +S. (Reuters) GERMANY: Porsche posts record profit, extends CEO contract (R= +euters) ITALY: Lancia Thesis to lead Fiat luxury move (Reuters) HONG KONG= +: INTERVIEW: Daimler sees big future in China, but cautious (Reuters) USA:= + Ford scraps Explorer hybrid USA: Ford nears settlement in discrimation su= +its - WSJ (Reuters) USA: GM to fold e-business unit back into company - WS= +J (Reuters) USA: Ford names new Asia, Mazda chiefs in latest shakeup (Reut= +ers) USA: US output down 12.5% YTD UK: Ricardo sets up motorsport divisio= +n [IMAGE] =09 +[IMAGE]=09 +[IMAGE]=09 + [IMAGE] TO UNSUBSCRIBE This e-mail was sent to pallen@enron.com If you rec= +eived this e-mail at a different address, this e-mail message was forwarded= +. If you do not wish to receive future e-mail offers, please hit the reply = +button and let us know by typing the word ""REMOVE"" in the subject line. = +=09 +" +"allen-p/deleted_items/387.","Message-ID: <9773029.1075862162221.JavaMail.evans@thyme> +Date: Thu, 22 Nov 2001 17:18:47 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 32 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/388.","Message-ID: <6363818.1075862162244.JavaMail.evans@thyme> +Date: Thu, 22 Nov 2001 15:19:35 -0800 (PST) +From: gifts@info.iwon.com +To: pallen@enron.com +Subject: Phillip, claim your gift! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Gift Announcement@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE][IMAGE] + + Dear Phillip, Click here now to redeem your Rose Blossom Bud Vase by Lenox! [IMAGE] [IMAGE] [IMAGE] [IMAGE] + + Shipping and handling charges apply. Forgot your member name? It is: Allen Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. +" +"allen-p/deleted_items/389.","Message-ID: <18725158.1075862162266.JavaMail.evans@thyme> +Date: Thu, 22 Nov 2001 13:06:15 -0800 (PST) +From: itsimazing@response.etracks.com +To: pallen@enron.com +Subject: Free Nokia, Motorola, or Ericsson Cellular Phone +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Third Millenium"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAG= +E] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Click here WorldCom Wireless pallen@en= +ron.com [IMAGE] AT&T Wireless [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] pal= +len@enron.com [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] No = +Charge [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Just about = +everyone could use a cellphone today. 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[IMAGE= +] [IMAGE] If you do not wish to receive future mailings, click here t= +o unsubscribe. =09 + + +[IMAGE]" +"allen-p/deleted_items/39.","Message-ID: <15882464.1075855375709.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 07:12:11 -0800 (PST) +From: rick.bellows@enron.com +To: k..allen@enron.com +Subject: Hi +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bellows, Rick +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +How are you ? +When I saw this screen saver, I immediately thought about you +I am in a harry, I promise you will love it!" +"allen-p/deleted_items/390.","Message-ID: <6726055.1075862162306.JavaMail.evans@thyme> +Date: Thu, 22 Nov 2001 07:18:38 -0800 (PST) +From: noreply@ccomad3.uu.commissioner.com +To: pallen@enron.com +Subject: CBS SPORTSLINE.COM FANTASY FOOTBALL NEWSLETTER +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""CBS SportsLine.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] Fantasy Football Newsletter + November 23, 2001 + + + + [IMAGE]Fantasy Sports [IMAGE]Fantasy Football [IMAGE]CBS SportsLine.com + + + + Welcome to another edition of the 2001 Fantasy Football Newsletter! The Fantasy Football newsletter will arrive in your e-mail inbox every Friday. We'll include news about the web site; tips on using all the features available; and answers to your player-related questions from the ""Gridiron Guru."" [IMAGE] Inside ? Thanksgiving Football ? Sortable Standings ? Gridiron Guru ? Tip of the Week + + + [IMAGE] [IMAGE] [IMAGE] + + + Thanksgiving Football Remember that two NFL games will be played on Thursday: Packers vs. Lions at 12:30 PM ET and Broncos vs. Cowboys at 4:05 PM ET. Fantasy 2001 players, if you have players from these four teams on your roster, they must have their final status (active or reserve) set 5 minutes before the start of their game. Please keep in mind that you also will not be able to enter any new add/drops for the week starting one hour prior to Thursday's first kickoff. Football Commissioner players, check with your league's commissioner to see how your lineup deadline is handled this week. + + + Sortable Standings Did you know that every column on your Standings page is sortable? Click the category name at the top of any column to sort the report by the results of that category. In head- to-head leagues, the Standings report is displayed in order of the teams with the best win/loss percentage. However, you can click the PF (Points For) column to display the top point-scoring teams at the top; or the PA (Points Against) column to display, in descending order, the teams with the most fantasy points scored against them. + + + Gridiron Guru Welcome to Gridiron Guru, where we'll answer your questions about players and offer Fantasy Football roster advice. We invite you to send your own scouting reports and comments on players to: gridguru@commissioner.com . You'll get the chance to be heard by thousands of Fantasy players just like yourself! + + + Question - Marcus Howell Who would you start in Week 11: Brian Griese at Dallas or Jake Plummer at San Diego? Answer - GG Griese's receiving corps has been crippled by injuries this season, and with Rod Smith questionable with an ankle injury, the outlook gets dimmer. The Denver QB has been bothered by physical problems this year as well. Plummer seems like a better choice after a superb Week 10 outing. But remember that he was facing the 0-9 Lions, and Plummer has never been able to string many good performances together in the past. He will be facing a San Diego defense that will be primed for a good performance after getting burned badly by Oakland last week. Go with Griese, who should at least post respectable numbers at Dallas. + + + Question - Eric Fernau Which three running backs should I start? I have Corey Dillon, Ricky Williams, Duce Staley, Priest Holmes and Garrison Hearst. Answer - GG Dillon is a must-start player every week. Holmes is facing a Seattle defense that looks good statistically, but will have a lot of trouble containing him on the outside. Staley should have little trouble ripping through the Washington front wall. It's hard to ignore Hearst at Indianapolis or Williams in any week, but we like Dillon, Holmes and Staley, especially the latter in an NFC East game. + + + Question - Jay Rassat Who do I start this week at quarterback? I have Tom Brady, Aaron Brooks and Trent Green. The defenses they play against are all decent (N.O., N.E. and Seattle). Answer - GG Brady and Brooks square off against each other, and each is facing a secondary that can give up the big play. Green will be facing a Seattle team that won't offer much of a pass rush, but he is less explosive than Brooks or Brady. With Brady having the advantage of playing at home, and Drew Bledsoe looking over his shoulder, we'll go with the New England QB. + + + Tip of the Week Ryan Carter, Watertown, CT: Ricky Watters' decision to not have shoulder surgery is bad news for him, but great news for people like me, who have Shaun Alexander. I would not be surprised to see Watters not play again this year. Ricky's a great back, and I wish him well, but you cannot replace a back like Alexander. + + + This message has been provided free of charge and free of obligation. If you prefer not to receive emails of this nature please send an email to remove@commissioner.com . Do not respond to this email directly. +" +"allen-p/deleted_items/391.","Message-ID: <33479724.1075862162329.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 23:07:20 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Unlucky 13: My top tech turkeys of all time +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +_____________________DAVID COURSEY_____________________ + +UNLUCKY 13: MY TOP TECH TURKEYS OF ALL TIME + + It is sad that a fowl so noble--not to mention + savory--has come to symbolize lame thinking + and laughable losers. But alas, it has. And + so in honor of our national holiday I've assembled + a list of things that, well, I can't be thankful + for. Once I've given you mine, why don't you + give me yours? + +http://cgi.zdnet.com/slink?/adeskb/adt1122/2826728:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + GET READY TO SHOP... MS'S NEUKOM DEPARTS... FBI LISTENING IN... + + It's beginning to look a lot like Christmas...well, + at least in the shopping malls, and probably + at your favorite online stores, too. + This holiday season, the biggest retail + names are putting extra effort into + making their online shops as good as + their offline ones--and, unlike past + years, in making your experience there + as pleasurable as possible. + +http://cgi.zdnet.com/slink?/adeskb/adt1122/2826743:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Eric Knorr + + BEST STUFF IN THE 'DIGITAL DECADE' WILL BE BEHIND + THE SCENES + + Which technologies will matter most in the + next ten years? Not XP, Xbox, or the Tablet + PC. Try Office and back-end Web services. + It may not sound sexy, but it'll help you get + work done. Eric has the story. + + http://cgi.zdnet.com/slink?/adeskb/adt1122/2826658:8593142 + + + > > > > > + + +Janice Chen + + GET A STEAL ON A CELL PHONE THAT'LL KEEP YOU IN CONTACT(S) + + If you fumble with your PDA every time you make + a call, you need a cell phone that manages your + contacts. A lot of high-end phones do this, + but they're pricey. Janice finds an affordable + phone that fits the bill. + + http://cgi.zdnet.com/slink?/adeskb/adt1122/2826178:8593142 + + + > > > > > + + +Preston Gralla + + ENJOY THE WEEKEND! 3 FREE GAMES FOR YOUR HOLIDAY-PLAYING + FUN + + Ah, Thanksgiving weekend. Time to eat too + much turkey, watch too much football, kick + back, relax...and play games. Preston rounds + up three downloads that provide hours of fun--without + costing a penny. + + http://cgi.zdnet.com/slink?/adeskb/adt1122/2826646:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +DON'T MISS ZDNET'S HOLIDAY GIFT GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/index.html + +CHECK OUT THE LATEST CD BURNERS +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/cdburner.html + +GLOBAL E-BUSINESS: WALKING THE TALK +http://www.zdnet.com/techupdate/stories/main/0,14179,2824486,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Did you miss COMDEX? Get all the details in our special report. +http://cgi.zdnet.com/slink?163581 + +Don't miss top price drops from premier vendors at ZDNet Shopper. +http://cgi.zdnet.com/slink?163582 + +FREE trial offers from leading business and technology magazines. +http://cgi.zdnet.com/slink?163583 + +Find perfect presents in our Holiday Gift Guide. +http://cgi.zdnet.com/slink?163584 + +Check out the most popular notebooks, handhelds, cameras, and more. +http://cgi.zdnet.com/slink?163585 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/392.","Message-ID: <19455261.1075862162355.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 18:49:02 -0800 (PST) +From: showtimes@amazon.com +To: pallen@enron.com +Subject: Your Weekly Movie Showtimes from Amazon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +[IMAGE] +[IMAGE]=09=09=09=09=09Showtimes starting Friday, November 23, 2001, near Z= +IP code 77055 To receive showtimes for a ZIP code different from 77055 in = +future e-mails, click here . =09[IMAGE]=09 +[IMAGE]=09 =09 [IMAGE] Now Playing: Harry Potter and the Sorcerer's Stone = + Harry Potter and the Sorcerer's Stone PGDaniel Radcliffe, Rupert Grint = + With a record-breaking opening weekend, Harry Potter and the Sorcerer'= +s Stone continues to enchant moviegoers, who are flying to theaters faste= +r than a Quidditch Snitch to get a look at the screen adaptation of J.K. R= +owlings' beloved novel. Also in theaters this holiday weekend: Robert Redf= +ord and Brad Pitt play a Spy Game , Martin Lawrence is a Black Knight tr= +ansported back to the Middle Ages, and a gang of snowboarders take to the = +slopes in Out Cold . [IMAGE]Visit our Harry Potter Store for books, toy= +s, journals, gifts, and more. =09 =09=09=09[IMAGE]=09 +[IMAGE]=09 =09=09Showtimes for Harry Potter and the Sorcerer's Stone AMC= + Studio 30 (American Multi-Cinema) 2949 Dunvale, Houston, TX 77063, 281-= +319-4262 Showtimes: 10:00am | 10:30am | 11:00am | 11:30am | 12:00pm | 12:= +30pm | 1:15pm | 1:45pm | 2:30pm | 3:00pm | 3:30pm | 4:00pm | 4:30pm | 5:00= +pm | 6:00pm | 6:30pm | 7:00pm | 7:30pm | 8:00pm | 8:30pm | 9:15pm | 9:45pm= + | 10:15pm | 10:45pm | 11:15pm | 11:45pm | 12:30am =09 Viewer Favorites = +Updated Weekly cover Harry Potter and the Sorcerer's Stone Monsters, = + Inc. Mulholland Drive K-PAX Serendipity Go!Complete list = + Now Playing: Monsters, Inc. [IMAGE] Take a look inside Monsters, Inc. , = +the new animated comedy from the makers of Toy Story. You won't believe yo= +ur eye! =09 =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 Films Opening This Week: Amelie RAudrey Tautou, = +Mathieu Kassovitz [IMAGE]See Showtimes and more Black Knight PG-13Mar= +tin Lawrence, Tom Wilkinson [IMAGE]See Showtimes and more Harry Potter= + and the Sorcerer's Stone PGDaniel Radcliffe, Rupert Grint [IMAGE]See Sh= +owtimes and more Novocaine RSteve Martin, Helena Bonham Carter [IMAGE]= +See Showtimes and more Out Cold RFlex Alexander, David Denman [IMAGE]= +See Showtimes and more The Spy Game RRobert Redford, Brad Pitt [IMAGE= +]See Showtimes and more The Wash RDr. Dre, Snoop Doggy Dogg [IMAGE]Se= +e Showtimes and more =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 Now Playing in Theaters near ZIP Code 77055 Please = +note: These showtimes start on Friday, November 23, 2001. To receive show= +times for a ZIP Code different from 77055 in future e-mails, click here .= + =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 | AMC Studio 30 | =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 1. AMC Studio 30 (American Multi-Cinema) 2= +949 Dunvale, Houston, TX 77063, 281-319-4262 13 Ghosts RTony Shalhou= +b, Shannon Elizabeth Average Customer Review: 3 out of 5 stars Showtimes:= + 11:45am | 1:55pm | 4:05pm | 6:15pm | 8:20pm | 10:30pm | 12:35am Black= + Knight PG-13Martin Lawrence, Tom Wilkinson Showtimes: 10:20am | 11:1= +5am | 12:05pm | 12:50pm | 12:55pm | 1:35pm | 2:20pm | 3:05pm | 3:50pm | 4:= +40pm | 5:20pm | 6:20pm | 7:05pm | 7:45pm | 8:35pm | 9:20pm | 10:00pm | 10:= +50pm | 11:35pm | 12:15am Domestic Disturbance PG-13John Travolta, = +Nick Loren Average Customer Review: 3.5 out of 5 stars Showtimes: 11:00a= +m | 1:10pm | 3:25pm | 5:40pm | 7:55pm | 10:10pm | 12:25am Harry Potter= + and the Sorcerer's Stone PGDaniel Radcliffe, Rupert Grint Average Custo= +mer Review: 4.5 out of 5 stars Showtimes: 10:00am | 10:30am | 11:00am | = +11:30am | 12:00pm | 12:30pm | 1:15pm | 1:45pm | 2:30pm | 3:00pm | 3:30pm | = + 4:00pm | 4:30pm | 5:00pm | 6:00pm | 6:30pm | 7:00pm | 7:30pm | 8:00pm | 8= +:30pm | 9:15pm | 9:45pm | 10:15pm | 10:45pm | 11:15pm | 11:45pm | 12:30am = + The Heist RGene Hackman, Rebecca Pidgeon Average Customer Review: = +3.5 out of 5 stars Showtimes: 12:15pm | 2:45pm | 5:10pm | 7:35pm | 10:10= +pm | 12:45am Joy Ride RLeelee Sobieski Average Customer Review: 4 ou= +t of 5 stars Showtimes: 3:00pm | 7:45pm K-PAX PG-13Kevin Spacey, J= +eff Bridges Average Customer Review: 3.5 out of 5 stars Showtimes: 10:00= +am | 12:35pm | 3:10pm | 5:45pm | 8:25pm | 11:05pm Life as a House RK= +evin Kline, Hayden Christensen Average Customer Review: 4 out of 5 stars = +Showtimes: 11:40am | 2:35pm | 5:35pm | 8:25pm | 11:10pm Monsters, I= +nc. GJohn Goodman, Billy Crystal Average Customer Review: 4.5 out of 5 s= +tars Showtimes: 10:05am | 10:40am | 11:10am | 11:50am | 12:25pm | 12:55p= +m | 1:25pm | 2:05pm | 2:40pm | 3:10pm | 3:40pm | 4:20pm | 4:55pm | 5:25pm = +| 5:55pm | 6:35pm | 7:10pm | 7:40pm | 8:45pm | 9:25pm | 9:55pm | 10:55pm |= + 11:40pm | 12:15am The One PG-13Jet Li, Carla Gugino Average Custome= +r Review: 3.5 out of 5 stars Showtimes: 10:15am | 11:25am | 12:20pm | 1:= +30pm | 2:35pm | 3:40pm | 4:45pm | 5:50pm | 7:25pm | 8:15pm | 9:40pm | 10:3= +0pm | 11:50pm | 12:40am Out Cold RFlex Alexander, David Denman Sh= +owtimes: 10:50am | 12:00pm | 1:00pm | 2:15pm | 3:15pm | 4:25pm | 5:20pm |= + 6:30pm | 7:35pm | 8:40pm | 9:45pm | 10:50pm | 11:55pm | 12:50am Punks = + RSeth Gilliam, Dwight Ewell Average Customer Review: 3.5 out of 5 stars = + Showtimes: 12:40pm | 3:00pm | 5:30pm | 7:55pm | 10:20pm | 12:45am S= +hallow Hal PG-13Gwyneth Paltrow, Jack Black Average Customer Review: 3 = +out of 5 stars Showtimes: 11:05am | 12:10pm | 12:55pm | 1:40pm | 2:50pm = +| 4:15pm | 5:25pm | 7:00pm | 8:05pm | 9:35pm | 10:35pm | 12:10am The S= +py Game RRobert Redford, Brad Pitt Average Customer Review: 4.5 out of 5= + stars Showtimes: 10:30am | 11:20am | 12:15pm | 1:20pm | 2:10pm | 3:05pm= + | 4:10pm | 5:00pm | 6:00pm | 7:00pm | 7:50pm | 8:50pm | 9:50pm | 10:40pm = +| 11:40pm | 12:40am Training Day RDenzel Washington, Ethan Hawke A= +verage Customer Review: 3.5 out of 5 stars Showtimes: 12:20pm | 5:10pm | = +9:50pm | 12:30am The Wash RDr. Dre, Snoop Doggy Dogg Showtimes: 1= +0:15am | 12:25pm | 2:45pm | 5:05pm | 7:15pm | 8:10pm | 9:30pm | 10:25pm | = +11:50pm | 12:35am =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09Return to Top We hope you enjoyed receiving this= + newsletter. However, if you'd like to unsubscribe, please use the link bel= +ow or click the Your Account button in the top right corner of any page on= + the Amazon.com Web site. Under the E-mail and Subscriptions heading, clic= +k the ""Manage your Weekly Movie Showtimes e-mail"" link. http://www.amazo= +n.com/movies-email Copyright 2001 Amazon.com, Inc. All rights reserved. = +You may also change your communication preferences by clicking the followin= +g link: http://www.amazon.com/communications =09[IMAGE]=09 +=09=09=09=09=09=09 =09 +" +"allen-p/deleted_items/393.","Message-ID: <30188997.1075862162454.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 17:19:29 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 31 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/394.","Message-ID: <9912320.1075862162476.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 00:42:33 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-6.cais.net +Subject: CEM prices attached +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Arthur O'Donnell"" @ENRON +X-To: Western.Price.Survey.contacts@ren-6.cais.net +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Spot645.doc + Date: 21 Nov 2001, 15:41 + Size: 22528 bytes. + Type: MS-Word + + - Spot645.doc " +"allen-p/deleted_items/395.","Message-ID: <32173161.1075862162500.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 13:48:59 -0800 (PST) +From: biliana.pehlivanova@enron.com +To: kam.keiser@enron.com, k..allen@enron.com, frank.ermis@enron.com, + l..gay@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + jay.reitmeyer@enron.com, m..scott@enron.com, matt.smith@enron.com, + p..south@enron.com, m..tholt@enron.com, jason.wolfe@enron.com +Subject: Broker and Desk to Desk reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Pehlivanova, Biliana +X-To: Keiser, Kam , Allen, Phillip K. , Ermis, Frank , Gay, Randall L. , Grigsby, Mike , Holst, Keith , Kuykendall, Tori , Lenhart, Matthew , Reitmeyer, Jay , Scott, Susan M. , Smith, Matt , South, Steven P. , Tholt, Jane M. , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +There are no physical desk to desk deals today. + + " +"allen-p/deleted_items/396.","Message-ID: <4658366.1075862162528.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 13:08:53 -0800 (PST) +From: no.address@enron.com +Subject: Weekend Outage Report for 11-21-01 through 11-25-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +November 21, 2001 5:00pm through November 26, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +EES: +Impact: EES +Time: Sat 11/24/2001 at 10:30:00 PM CT thru Sun 11/25/2001 at 6:30:00 AM CT + Sat 11/24/2001 at 8:30:00 PM PT thru Sun 11/25/2001 at 4:30:00 AM PT + Sun 11/25/2001 at 4:30:00 AM London thru Sun 11/25/2001 at 12:30:00 PM London +Outage: EESHOU-FS2 ""R"" drive migration outage +Environments Impacted: EES +Purpose: migration of ""R"" drive to larger disk space +Backout: restore from backup +Contact(s): Mark Jordan 713-562-4247 + Roderic H Gerlach 713-345-3077 + Jeff Hughes 713-345-8809 + Tom Novark 713-345-4962 + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: No Scheduled Outages. + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: +Impact: nahou-msmbx01p and 02p +Time: Wed 11/21/2001 at 7:00:00 PM CT thru Wed 11/21/2001 at 7:30:00 PM CT + Wed 11/21/2001 at 5:00:00 PM PT thru Wed 11/21/2001 at 5:30:00 PM PT + Thur 11/22/2001 at 1:00:00 AM London thru Thur 11/22/2001 at 1:30:00 AM +Outage: nahou-msdog01v +Environments Impacted: Messaging Team +Purpose: Need to make sure the hotfix works on a production box. +Backout: remove EXifs.sys and replace with the previous version. +Contact(s): David Lin 713-345-1619 + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER: +Impact: ENPOWER Application +Time: Sat 11/24/2001 at 10:00:00 AM CT thru Sun 11/25/2001 at 6:00:00 PM CT + Sat 11/24/2001 a 8:00:00 AM PT thru Sun 11/25/2001 at 4:00:00 PM PT + Sat 11/24/2001 at 4:00:00 PM London thru Mon 11/26/2001 at 12:00:00 AM London +Outage: PWRPROD1 Maintenance +Environments Impacted: EnPower Users +Purpose: Maintenance of database objects. Increase efficiency of space utilization and query performance of the EnPower system. +Backout: Revert to backed-up copies of objects (All will be backed-up prior to each re-org) +Contact(s): Michael Berger 713-345-3190 281-960-5571 + Oracle On-Call DBA N/A 888-993-3793 + Charles Brewer 713-345-4868 281-960-7066 + Tantra Invedy 713-853-4304 281-960-7184 + +Impact: Corp +Time: Thur 11/22/2001 at 6:00:00 AM CT thru Fri 11/23/2001 at 12:00:00 AM CT + Thur 11/22/2001 at 4:00:00 AM PT thru Thur 11/22/2001 at 10:00:00 PM PT + Thur 11/22/2001 at 12:00:00 PM London thru Fri 11/23/2001 at 6:00:00 AM London +Outage: Test / Dev disk re layouts, server Croaker +Environments Impacted: Custom Logs (CEI), EnPower, Equities, ERP/TRV, Estreme Relocation, Etalk, Government Affairs, Infinity, ITOPS, IZZIE, OMS (Yantra), RMS, SIEBEL, WEBMODAL, REMEDY +Purpose: Migrate to the new more efficient disk layout with enhanced performance now that testing is complete. +Backout: Restore original disklayout. Restore data from backup storage. +Contact(s): Dolan, Michael713-345-3251 + Wells, Malcolm713-345-3716 + +Impact: Corp +Time: Thur 11/22/2001 at 6:00:00 AM CT thru Fri 11/23/2001 at 12:00:00 AM CT + Thur 11/22/2001 at 4:00:00 AM PT thru Thur 11/22/2001 at 10:00:00 PM PT + Thur 11/22/2001 at 12:00:00 PM London thru Fri 11/23/2001 at 6:00:00 AM London +Outage: Test/Dev maintenance weekend, server Salmon +Environments Impacted: CAS, CPR, DCAF-2, ECM, EIM, Global, Infinity, MKM, PEP, POPS +Purpose: Migrate to the new more efficient disk layout with enhanced performance now that testing is complete. +Backout: Restore original disklayout. Restore data from backup storage. +Contact(s): Dolan, Michael713-345-3251 + Wells, Malcolm713-345-3716 + +Impact: Corp +Time: Thur 11/22/2001 at 6:00:00 AM CT thru Fri 11/23/2001 at 12:00:00 AM CT + Thur 11/22/2001 at 4:00:00 AM PT thru Thur 11/22/2001 at 10:00:00 PM PT + Thur 11/22/2001 at 12:00:00 PM London thru Fri 11/23/2001 at 6:00:00 AM London +Outage: Test / Dev disk re layouts, Server Charon +Environments Impacted: OPM, EnLighten, RAM +Purpose: Migrate to the new more efficient disk layout with enhanced performance now that testing is complete. +Backout: Restore original disklayout. Restore data from backup storage. +Contact(s): Dolan, Michael713-345-3251 + Wells, Malcolm713-345-3716 + +Impact: Corp +Time: Sat 11/24/2001 06:00 PM thru Sun 11/25/2001 6:00 AM CT + Sat 11/24/2001 04:00 PM thru Sun 11/25/2001 4:00 AM PT + Sun 11/25/2001 00:00 AM thru Sun 11/25/2001 12:00 PM London +Outage: Test / Dev disk re layouts, server Ferrari +Environments Impacted: CPR,EnPower, OMS (Yantra), Power-Exotic, SIEBEL, POPS +Purpose: Migrate to the new more efficient disk layout with enhanced performance now that testing is complete. +Backout: Restore original disklayout. Restore data from backup storage. +Contact(s): Dolan, Michael713-345-3251 + Wells, Malcolm713-345-3716 + +Impact: Corp +Time: Sat 11/24/2001 06:00 PM thru Sun 11/25/2001 6:00 AM CT + Sat 11/24/2001 04:00 PM thru Sun 11/25/2001 4:00 AM PT + Sun 11/25/2001 00:00 AM thru Sun 11/25/2001 12:00 PM London +Outage: Test / Dev disk re layouts for astral +Environments Impacted: DCAF3, EQUITIES, Phoenix, RMS, SITARA - OLTP, Infinity, ECM +Purpose: Migrate to the new more efficient disk layout with enhanced performance now that testing is complete. +Backout: Restore original disklayout. Restore data from backup storage. +Contact(s): Dolan, Michael713-345-3251 + Wells, Malcolm713-345-3716 + +Impact: Corp +Time: Sat 11/24/2001 06:00 PM thru Sun 11/25/2001 6:00 AM CT + Sat 11/24/2001 04:00 PM thru Sun 11/25/2001 4:00 AM PT + Sun 11/25/2001 00:00 AM thru Sun 11/25/2001 12:00 PM London +Outage: Test / Dev disk re layouts for titania +Environments Impacted: CAS, Custom Logs (CEI), Equities, Estreme Relocation, Global, Government Affairs, POPS, SIEBEL +Purpose: Migrate to the new more efficient disk layout with enhanced performance now that testing is complete. +Backout: Restore original disklayout. Restore data from backup storage. +Contact(s): Dolan, Michael713-345-3251 + Wells, Malcolm713-345-3716 + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: No Scheduled Outages + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +------------------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"allen-p/deleted_items/397.","Message-ID: <10678572.1075862162561.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 10:14:28 -0800 (PST) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: <> - November 21, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following expense report is ready for approval: + +Employee Name: Jane M. Tholt +Status last changed by: Automated Administrator +Expense Report Name: November 21, 2001 +Report Total: $67.00 +Amount Due Employee: $67.00 + + +To approve this expense report, click on the following link for Concur Expense. +http://expensexms.enron.com" +"allen-p/deleted_items/398.","Message-ID: <25658139.1075862162585.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 08:56:14 -0800 (PST) +From: capcon@gmu.edu +To: capcon@gmu.edu +Subject: SPECIAL AND OPEN FERC MEETINGS FOR NOVEMBER & DECEMBER 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capitol Connection"" @ENRON +X-To: capcon@gmu.edu +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + FERC MEETINGS FOR NOVEMBER AND DECEMBER 2001 + Meeting Dates, Times and Agendaare Subject to Change by FERC without Notice +If you are interested in FERC Openand Special Meetings throughout the year you may way to consider a Yearly Internet Package which includes: Open and Special Meetings covered by the Capitol Connection and unlimited access to the Archives (available for 3 months). + SPECIAL MEETINGS FOR NOVEMBER AND DECEMBER 2001 +The Capitol Connection is pleased to announce that it will broadcast (via the internet and telephone) the following Federal Energy Regulatory Commission Special Meeting: +Wednesday, Nov. 27, 2001, 8 a.m. - 7 p.m. MST - (10 a.m. 9 p.m. EST) +Topic: Generation Interconnection Activitiesand related Matters. This conference is being held at the Holiday Inn Denver International Airport in Denver Colorado. The conference is available via Phone Bridge Only. +Click Here for Contract Agenda +Thursday, Nov. 28, 2001, 8 a.m. - 2 p.m. MST - (10 a.m. 4 p.m. EST) +Topic: Generation Interconnection Activitiesand related Matters. This conference is being held at the Holiday Inn Denver International Airport in Denver Colorado. The conference is available via Phone Bridge Only. +Click Here for Contract Agenda +Tuesday, Dec. 4, 2001 8 - 5 p.m. ET +Topic: Generation Interconnection Activities. This meeting is being held in the Commission Meeting Room in Washington, DC. This meeting is available via the Internet and Phone Bridge only. +Click Here for: Contract Agenda +Wednesday, Dec. 5, 2001 8 - 5 p.m. ET +Topic: Generation Interconnection Activities. This meeting is being held in the Commission Meeting Room in Washington, DC. This meeting is available via the Internet and Phone Bridge only. +Click Here for: Contract Agenda +Thursday, Dec. 6, 2001 8 - 5 p.m. ET +Topic: Generation Interconnection Activities. This meeting is being held in the Commission Meeting Room in Washington, DC. This meeting is available via the Internet and Phone Bridge only. +Click Here for: Contract Agenda +Monday, Dec. 10, 2001 10:00 a.m. ET +Topic: Hydro Licensing Status Workshop. This meeting is being held in the Commission Meeting Room in Washington, DC. This meeting is available via the Internet and Phone Bridge only. +Click here for: Contract Agenda +Tuesday, Dec. 11, 2001 10:00 a.m. ET +Topic: Hydro Licensing Status Workshop. This meeting is being held in the Commission Meeting Room in Washington, DC. This meeting is available via the Internet and Phone Bridge only. +Click here for: Contract Agenda +PLEASE NOTE: FERC has scheduled Interconnect meetings for the week of December 10-14, 2001. FERC has decided not to tape or broadcastthese meetings; therefore The Capitol Connection will not cover them. If you need additional information, please contact the Office of the Secretary at FERC. + OPEN MEETINGS FOR DECEMBER 2001 +The Capitol Connection is pleased to announce that it will broadcast the Federal Energy Regulatory Commission Open Meetings on: +Wednesday, Dec. 19, 2001, 10:00 am ET Click Here for Contract +Meeting dates and times are subject to change without notice. For current information, you can go to our website at www.capitolconnection.org for a link to the FERC's page (you may need to Refresh your browser for the most current information to appear) or you can go to the FERC's web page at www.ferc.gov The FERC Office of the Secretary can be reached at 202.208.0400. +If you have an annual subscription to the Capitol Connection internet service, these meetings are included in the annual fee. Please contact us if you are interested in signing up for either of these meetings or want to get an annual subscription to our internet service. +The Capitol Connection offers FERC meetings live via the Internet, as well as via phone bridge, and satellite, please visit our website at www.capitolconnection.org or send e-mail to capcon@gmu.edu for more information. If there is a meeting you are interested in receiving, please call 703-993-3100. +Sincerely, +David Reininger" +"allen-p/deleted_items/399.","Message-ID: <28343307.1075862162610.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 08:16:53 -0800 (PST) +From: no.address@enron.com +Subject: Program Changes +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ClickAtHome and Community Relations-@ENRON +X-To: All Enron Employees United States Group@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +As you know, this is an unprecedented time in Enron's history. We must adapt our employee programs to fit the immediate needs of our company during this time of transition. It is especially difficult to announce the immediate suspension of the following programs. + +? ClickAtHome - Enron has suspended the ClickAtHome program. The program will no longer accept new participants, PC orders, or Internet service orders. Orders submitted and confirmed prior to November 20, 2001 will be honored. Enron will also discontinue subsidized Internet service. Effective January 1, 2002, employees who are currently subscribers to subsidized Internet service will be switched to the regular commercial rate of their service provider and be responsible for the entire cost of the service. +? Matching Gifts and Volunteer Incentive Program (VIP) - Enron's Matching Gift program and VIP grants have been suspended indefinitely. As we consider the immediate needs of all employees during this trying time, it is appropriate that we discontinue the dollar for dollar match for charitable contributions as well as cash donations recognizing employees' volunteer hours with non-profit organizations. Matching Gift or VIP submissions received prior to November 20 will be honored. + +We regret that we have had to make these changes. We must continue to look for ways to reduce operating expenses through this transition period. + " +"allen-p/deleted_items/4.","Message-ID: <31429551.1075855374433.JavaMail.evans@thyme> +Date: Fri, 28 Dec 2001 17:19:45 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 58 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/40.","Message-ID: <11070476.1075855375732.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 06:29:47 -0800 (PST) +From: customer_service@pmail.feer.com +To: pallen@ect.enron.com +Subject: Get 2 FREE Review issues plus a FREE digital camera! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Far Eastern Economic Review @ENRON +X-To: pallen@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] + Dear Reader, +[IMAGE] [IMAGE] You have been selected to receive 2 free trial issues of the Far Eastern Economic Review , Asia's most authoritative business magazine. And when you subscribe now, you will enjoy a saving of up to 59% off our cover price, plus receive an A-max Digital Camera, absolutely free! [IMAGE] [IMAGE] Every week, the Review breaks new ground with business and political insights that give you a powerful edge in doing business in Asia. Don't miss the opportunity to take up this time-limited special offer now! +[IMAGE] [IMAGE] + China is changing fast and opportunities abound, but only for those who have access to, and understand the ongoing impact these changes will have on doing business in China. Now Review correspondents unearth news and insights to provide a comprehensive weekly briefing - this is a must-read for anyone doing business in or with China! + + + + +[IMAGE] [IMAGE] + If you subscribe now, you'll receive two complimentary issues of the Review, plus an A-max Digital Camera, absolutely free! You will also enjoy a saving of up to 59% off our cover price when you subscribe. Otherwise, the two free issues are yours to keep. Take advantage of this very special offer now! For your free issues or to subscribe, please click here . + Yours sincerely, [IMAGE] Philip Revzin Publisher Far Eastern Economic Review [IMAGE] + If you do not wish to receive email from us in the future, please send a blank email to unsubscribe@pmail.feer.com + +[IMAGE]" +"allen-p/deleted_items/401.","Message-ID: <19978634.1075862162667.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 05:31:33 -0800 (PST) +From: ryan.o'rourke@enron.com +To: k..allen@enron.com, randy.bhatia@enron.com, frank.ermis@enron.com, + carole.frank@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + keith.holst@enron.com, kam.keiser@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + matthew.lenhart@enron.com, ryan.o'rourke@enron.com, + jay.reitmeyer@enron.com, jay.reitmeyer@enron.com, + matt.smith@enron.com, p..south@enron.com, m..tholt@enron.com, + jason.wolfe@enron.com, ashley.worthing@enron.com, + biliana.pehlivanova@enron.com, monte.jones@enron.com +Subject: TRV Notification: (West VaR - 11/21/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: O'Rourke, Ryan +X-To: Allen, Phillip K. , Bhatia, Randy , Ermis, Frank , Frank, Carole , Gay, Randall L. , Grigsby, Mike , Holst, Keith , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Lenhart, Matthew , O'Rourke, Ryan , Reitmeyer, Jay , Reitmeyer, Jay , Smith, Matt , South, Steven P. , Tholt, Jane M. , Wolfe, Jason , Worthing, Ashley , Pehlivanova, Biliana , Jones, Monte +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The report named: West VaR , published as of 11/21/2001 is now available for viewing on the website." +"allen-p/deleted_items/402.","Message-ID: <1708123.1075862162689.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 05:03:38 -0800 (PST) +From: itsimazing@response.etracks.com +To: pallen@enron.com +Subject: Stressed About Cash? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Relief"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] + + If you do not wish to receive future mailings, click here to unsubscribe. + + + +[IMAGE]" +"allen-p/deleted_items/403.","Message-ID: <19391004.1075862162714.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 04:13:27 -0800 (PST) +From: leave-htmlnews-2508405s@lists.autoweb.com +To: pallen@enron.com +Subject: Autoweb News: GMC's Envoy, Holiday Rebates & Crash Test Ratings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Autoweb.com News"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + Behind The Wheel | Fully Loaded News and Information [IMAGE] Fully Load= +ed News and Information Volume 1 Issue 8 | November 2001 [IMAGE] RESEA= +RCH | BUY | FINANCE | MAINTAIN | SELL | ENJOY Get the best pr= +ice! With rebates and incentives at $3,000+ levels and zero percent f= +inancing offers on many new 2002 models, don't be left out---now is the ti= +me to buy! Click here, pick your car and get the best deal--all in minutes= +, from the convenience of your own home. = + Click Here This month's exciting vehicle profiles. GMC Envoy = + Envoy Read about GMC's comfortable and easy-driving mid-sized SUV. = + Click here... Buick Rendezvous Buick Rendezvous Is it an SUV, min= +ivan, or sedan? Learn more about Buick's new crossover vehicle. Click her= +e... [IMAGE] SHOP SMART: RESEARCH NEW 2002 VEHICLES BEFORE YOU BUY! We= + have all the tools you need to make an informed purchase decision - side-= +by-side comparisons, interior and exterior photos, profiles, safety inform= +ation and more. Autoweb Research Center November Rebates The= + rebates just keep on coming, with continued 0% financing and cash-back d= +eals. Click here to learn about recent rebate and incentive offers. Sa= +fety Ratings Sure, you can crash your new car into a wall, but why not let= + the Government do it for you? Click here for NHTSA crash test ratings. = + [IMAGE] Autoweb's Top Ten Find out what vehicles other members of the A= +utoweb community have been researching: 1. Chrysler PT Cruiser Base= + 2. Ford Escape XLT 4WD 3. Toyota RAV4 4-Door 4X4 4. Ford Escape X= +LT FWD 5. Mercedes-Benz C-Class C240 6. Hyundai Santa Fe LX 4WD 7. D= +odge Durango Sport 4X4 8. Chevrolet Tahoe 4WD 9. Mercedes-Benz C-Class= + C320 10. Toyota RAV4 4-Door 4X2 Quick and EasyPrice Quotes G= +et the jump on new 2002s...request a free quote without ever leaving home!= + Acura AM General Aston Martin Audi Bentley BMW Buick Cadillac Chevrolet C= +hrysler Daewoo Dodge Ferrari Ford GMC Honda Hyundai Infiniti Isuzu Jaguar J= +eep Kia Lamborghini Land Rover Lexus Lincoln Lotus Mazda Mercedes-Benz Merc= +ury Mitsubishi Nissan Oldsmobile Plymouth Pontiac Porsche Rolls-Royce Saab = +Saturn Subaru Suzuki Toyota Volkswagen Volvo Sell your car for more with = +Autoweb Classifieds Use our classified ads to reach over 3 million poten= +tial car buyers. Our Sell section is also full of useful car selling tips= + and price guides. Hartford Insurance It's easy to save up to $250 on q= +uality Auto Insurance from The Hartford. Click here for a free online quo= +te or to find a local Hartford agent. =09 +" +"allen-p/deleted_items/404.","Message-ID: <23974451.1075862162769.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 23:05:44 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: ANCHORDESK: iPod for Windows: Why Jobs must join the dark side +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +_____________________DAVID COURSEY_____________________ + +IPOD FOR WINDOWS: WHY JOBS MUST JOIN THE DARK SIDE + + It's the coolest thing many people say they've + seen in a while: Apple's sleek new iPod music + player. But here's the hitch: There's no Windows + version right now. Will there be? I'm betting + on it. And here's my plan for Steve Jobs' foray + into darkness. + +http://cgi.zdnet.com/slink?/adeskb/adt1120/2826186:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + MS TO SETTLE?... LINUX PDA SHIPS... OPEN SOURCE FACES REALITY... + + Microsoft may settle! Again! This time, + it could get out of a slew of private antitrust + suits by donating software to schools. + A good cause, no doubt. But does that + really make up for its legal violations? + + +http://cgi.zdnet.com/slink?/adeskb/adt1120/2826278:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Stephen Howard-Sarin + + VIVA LAS VEGAS! YOU'RE STILL IN A COMDEX STATE OF + MIND + + New products and people from Fall Comdex dominate + this week's tally of top tech search terms. + Why fly to Vegas when a search engine will bring + you the latest? Stephen finds out what's piquing + your interest--from Xbox and GameCube to + Jorma Ollila and Harry Potter. + + http://cgi.zdnet.com/slink?/adeskb/adt1120/2826290:8593142 + + + > > > > > + + +Robert Vamosi + + HOW HACK ATTACKS ARE GETTING SMARTER--AND HARDER + TO STOP + + Malicious users are learning to better outsmart + their captors, a new report says. They're + using hard-to-detect worms to carry out denial-of-service + attacks, and targeting routers that could + bring down whole portions of the Internet. + What should you watch out for? Robert has the + scoop. + + http://cgi.zdnet.com/slink?/adeskb/adt1120/2826211:8593142 + + + > > > > > + + +Preston Gralla + + MAKE WINDOWS YOUR OWN: 3 EASY WAYS TO CUSTOMIZE XP + + You've been playing with Microsoft's newest + operating system for a month or so--now it's + time to start bending it to your will. Though + XP downloads are still hard to come by, Preston + has found three that let you tweak the OS's + look and optimize its performance. + + http://cgi.zdnet.com/slink?/adeskb/adt1120/2826167:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +DON'T MISS ZDNET'S HOLIDAY GIFT GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/index.html + +CHECK OUT THE LATEST CD BURNERS +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/cdburner.html + +WHY YOU SHOULD OUTSOURCE YOUR SECURITY +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/main/0,14179,2822091,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Did you miss COMDEX? Get all the details in our special report. +http://cgi.zdnet.com/slink?163581 + +Don't miss top price drops from premier vendors at ZDNet Shopper. +http://cgi.zdnet.com/slink?163582 + +FREE trial offers from leading business and technology magazines. +http://cgi.zdnet.com/slink?163583 + +Find perfect presents in our Holiday Gift Guide. +http://cgi.zdnet.com/slink?163584 + +Check out the most popular notebooks, handhelds, cameras, and more. +http://cgi.zdnet.com/slink?163585 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/405.","Message-ID: <16986041.1075862162792.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 18:18:04 -0800 (PST) +From: kam.keiser@enron.com +To: k..allen@enron.com, matthew.lenhart@enron.com, frank.ermis@enron.com, + l..gay@enron.com, p..south@enron.com, tori.kuykendall@enron.com, + jay.reitmeyer@enron.com, matt.smith@enron.com, jason.wolfe@enron.com +Subject: P&L estimates +Cc: mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mike.grigsby@enron.com +X-From: Keiser, Kam +X-To: Allen, Phillip K. , Lenhart, Matthew , Ermis, Frank , Gay, Randall L. , South, Steven P. , Kuykendall, Tori , Reitmeyer, Jay , Smith, Matt , Wolfe, Jason +X-cc: Grigsby, Mike +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Good morning, + +In an effort to smooth out some of the problems we have seen in the past, I would like to start getting a P&L estimate from each of you nightly to try to prevent any unnecessary surprises in the mornings. I will then expect my group to contact you before they leave at night if it is above or below your estimates, or range you give them. + +This will certainly help us all avoid any fire drills the next day. + +If you have any concerns about this please let me know, otherwise, your book admins will be calling you or stopping by your desks around 3:00 daily to get this estimate. + +Thanks, +Kam + +x3-5781 +" +"allen-p/deleted_items/406.","Message-ID: <3295318.1075862162814.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 17:23:51 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 30 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/407.","Message-ID: <19609457.1075862162837.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 16:53:42 -0800 (PST) +From: annualconference@prosrm.com +To: k..allen@enron.com +Subject: Announcing Energy Profit Optimization Seminar Series +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: annualconference@prosrm.com@ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +FOR IMMEDIATE RELEASE + +PROS Revenue Management Announces Energy Profit Optimization Web Seminar Series + +November 20, 2001-Houston- PROS Revenue Management, the world's leader in pricing and revenue optimization science and software, today announced a series of Energy Profit Optimization Web Seminars for the natural gas pipeline, storage, and trading industries in December. + +PROS cordially invites you to attend this series which is scheduled as a set of four seminars as follows: +o December 5th: Pipeline Natural Gas Profit Optimization, 2:00 - 3:00pm Central Time +o December 6th: Storage Profit Optimization for Storage Operators, 2:00 - 3:00 pm Central Time +o December 6th: Storage Profit Optimization for Storage Traders, 3:30 - 4:30 pm Central Time +o December 7th: Trading Profit Optimization, 2:00 - 3:00 pm Central Time + +Recently, a Wall Street analyst was quoted: ""By 2001, companies that neglect to implement yield management techniques will become uncompetitive."" PROS Revenue Management solutions have been credited with delivering 6-8% incremental revenue and 20-100% incremental profits. These Web seminars will allow industry leaders to learn from the experience PROS has gained in over 16 years of deploying these solutions. + +These seminars will cover the basics of increasing revenues and profits while providing insight on how real-time data can be used to forecast demand elasticity and optimize profits. Participants of previous PROS seminars have found these sessions to be extremely helpful in improving their business and making them more valuable to their respective organizations. + +The Web format will allow participants to attend from remote locations, ask questions in real-time, and interact with the presenter through an Internet browser and toll-free telephone number. + +This seminar is free of charge, spaces are limited for a first come first served basis. More information and registration can be found at: http://www.prosrm.com/events/energy_optimization_webcast_series.html, or send an email to AnnualConference@prosRM.com. Interested participants will be contacted to receive conference access information. + +About PROS +PROS Revenue Management is the world's leader in pricing and revenue optimization solutions and the pioneer and dominant provider of revenue management to the airline and energy industry. PROS provides system solutions to the airline, energy, cargo, rail, healthcare, and broadcast industries, and has licensed over 235 systems to more than 95 clients in 39 countries. PROS' clients include 15 of the top 25 carriers in the airline industry. + +The PROS mission is to maximize the revenue of each client using PROS' world-leading revenue management science, systems solutions, and best practices business consulting. PROS' clients report annual incremental revenue increases of 6-8% as a result of revenue management. PROS' solutions forecast demand, optimize inventory, and provide dynamic pricing to maximize revenue. + +Founded in 1985 in Houston, PROS Revenue Management has a six-year compounded revenue growth of 40%, in large part due to the intellectual capital of its staff. Nearly half of PROS' professional staff has advanced degrees and the staff speaks a cumulative total of 26 languages. The company is profitable with Year 2000 revenue of $29 million. For more information on PROS Revenue Management, please visit www.prosRM.com or call 713-335-5151. + +Candy Haase +3100 Main Street, Suite 900 +Houston, TX 77002 USA +713-335-5253 +713-335-8144 fax +info@prosRM.com / www.prosRM.com + +" +"allen-p/deleted_items/408.","Message-ID: <4513373.1075862162863.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 10:43:30 -0800 (PST) +From: mike.grigsby@enron.com +To: p..adams@enron.com, k..allen@enron.com, j..brewer@enron.com, + suzanne.christiansen@enron.com, frank.ermis@enron.com, + justin.fernandez@enron.com, l..gay@enron.com, + shannon.groenewold@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, zachary.mccarroll@enron.com, + shelly.mendel@enron.com, john.o'conner@enron.com, + jay.reitmeyer@enron.com, benjamin.schoene@enron.com, + m..scott@enron.com, matt.smith@enron.com, p..south@enron.com, + walter.spiegelhauer@enron.com, patti.sullivan@enron.com, + m..tholt@enron.com, barry.tycholiz@enron.com, corey.wilkes@enron.com, + jason.wolfe@enron.com +Subject: FW: Pre-Bid Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Adams, Jacqueline P. , Allen, Phillip K. , Brewer, Stacey J. , Christiansen, Suzanne , Ermis, Frank , Fernandez, Justin , Gay, Randall L. , Groenewold, Shannon , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , McCarroll, Zachary , Mendel, Shelly , O'Conner, John , Reitmeyer, Jay , Schoene, Benjamin , Scott, Susan M. , Smith, Matt , South, Steven P. , Spiegelhauer, Walter , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wilkes, Corey , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Rangel, Ina +Sent: Tuesday, November 20, 2001 9:07 AM +To: Heu, Mog; Huang, Jason; South, Steven P.; Ermis, Frank; Reitmeyer, Jay; Scott, Susan M.; Gay, Randall L.; Tholt, Jane M.; Lenhart, Matthew; Grigsby, Mike; Kuykendall, Tori; Smith, Matt; Holst, Keith; Allen, Phillip K.; Sullivan, Patti +Subject: Pre-Bid Meeting + +Today's Pre-Bid Meeting will be held in 05075 from 3:00 PM to 5:00 PM + + + +Patti: Please pass on to the schedulers." +"allen-p/deleted_items/409.","Message-ID: <23255281.1075862162887.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 15:31:09 -0800 (PST) +From: open2win.0ll1.net@mailman.enron.com +To: pallen@enron.com +Subject: Your confirmation, PHILLIP ALLEN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Open2Win List Services@ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] Hi, PHILLIP! Within the last few weeks you received an introd= +uction to your membership in The Opt in NetworkTM from Open2Win. We welcom= +e you to The Opt in Network and promise to commit ourselves to delivering y= +ou a highly rewarding online experience with offers that include discounts,= + bargains, special offers, and sweepstakes, along with entertainment, trave= +l and financial opportunities. Let us extend a warm welcome by offering yo= +u one last opportunity to redeem your $5 Gift Certificate at MagazineReward= +s.com. Cash in your gift certificate now . That?s only part of our new m= +ember welcome gift: If you redeem your $5 gift certificate TODAY, we will s= +et you up with FREE 3-day, 2-night accomodations in a luxurious top-brand = +hotel or resort in one of over 32 U.S. destinations (and even the Bahamas!)= + [IMAGE] There?s no strings attached. Click Here Now to cash in your ce= +rtificate at MagazineRewards.com, and start planning for your indulgent min= +i-vacation in a city near you. Click To redeem you $5 Gift Certificate W= +ith its millions of subscribers, The Opt in Network has strong negotiating = +power?that?s why only we can offer you exclusive deals like this. When you = +receive mail from The Opt in Network, you know it?s worth opening. Again, = +welcome to The Opt in Network! Warmest regards, The Opt in Network Subscr= +iber Team If for some reason you choose not to participate in The Opt in N= +etwork and get free and heavily discounted offers, please click here or = +send an email with remove as the subject to remove@opthost.com. Smart Dea= +ls, Just a Click Away! =09 + + + [IMAGE]++++++++++++++++++++++++++++++++++++++++++++++++++++++ This email= + is not sent unsolicited. This is a Open2Win mailing! This message is sent= + to subscribers ONLY. The e-mail address you subscribed with is: pallen@en= +ron.com To unsubscribe please click here. or Send an mail with remove as t= +he subject to remove@opthost.com +++++++++++++++++++++++++++++++++++++++++= +++++++++++++++++ 08943A37-C26C-43AE-897A-13856DF90795 =09 +" +"allen-p/deleted_items/41.","Message-ID: <2175808.1075855375759.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 06:10:07 -0800 (PST) +From: showtimes@amazon.com +To: pallen@enron.com +Subject: Your Weekly Movie Showtimes from Amazon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + Amazon.com: Weekly Movie Showtimes [IMAGE] +[IMAGE]=09=09=09=09=09Showtimes starting Friday, December 21, 2001, near Z= +IP code 77055 To receive showtimes for a ZIP code different from 77055 in = +future e-mails, click here. =09[IMAGE]=09 +[IMAGE]=09 =09[IMAGE]Now Playing: The Lord of the Rings: The Fellowship of= + the Ring The Lord of the Rings: The Fellowship of the Ring PG-13Elijah W= +ood, Ian McKellen The literary sensation of the 20th century becomes the= + motion-picture event of the 21st century with The Lord of the Rings: Th= +e Fellowship of the Ring, the first film in the long-awaited adaptation of= + J.R.R. Tolkien's acclaimed trilogy. This groundbreaking epic of good vers= +us evil, extraordinary heroes, wondrous creatures, and dark armies of terr= +or introduces movie audiences to the enchanted world of Middle-earth and i= +ts memorable inhabitants. Visionary filmmaker Peter Jackson directs an all= +-star cast, including Ian McKellen, Elijah Wood, Cate Blanchett, Ian Holm,= + Liv Tyler, Viggo Mortensen, and more. [IMAGE]Visit our Lord of the Ri= +ngs Store for books, photos, toys, a trailer, and more Magazines Make Gre= +at Gifts! [IMAGE]Visit our new Magazine Subscriptions storeto find everyd= +ay low prices on entertainment magazinesfor the movie buff on your list. = + =09 =09=09=09[IMAGE]=09 +[IMAGE]=09 =09=09Showtimes for The Lord of the Rings: The Fellowship of th= +e Ring Edwards Houston Marq*E 23 (Edwards Theatres) 7620 Kati Freeway, = +Houston, TX 77024, 713-263-0808 Showtimes: 11:00am | 12:00pm | 1:30pm | 3= +:00pm | 4:00pm | 5:30pm | 7:00pm | 8:00pm | 9:15pm | 10:45pm AMC Studio = +30 (American Multi-Cinema) 2949 Dunvale, Houston, TX 77063, 281-319-4262 S= +howtimes: 11:15am | 11:55am | 12:30pm | 1:45pm | 3:00pm | 3:40pm | 4:15pm= + | 5:30pm | 6:45pm | 7:25pm | 8:00pm | 9:15pm | 10:30pm | 11:10pm | 11:45p= +m | 12:50am Edwards Greenway Palace 24 (Edwards Theatres) 3839 Westlaya= +n, Houston, TX 77027, 713-871-8880 Showtimes: 11:00am | 12:00pm | 1:30pm |= + 3:00pm | 4:00pm | 5:30pm | 7:00pm | 8:00pm | 9:15pm | 10:45pm | 12:00am = +=09 Viewer Favorites Updated Weekly cover The Lord of the RingsHarry = +Potter and the Sorcerer's StoneMonsters, Inc.Ocean's ElevenVanilla Sky = +Go!Complete list Visit The Majestic [IMAGE]Sometimes your life comes= + into focus one frame at a time. Jim Carrey stars in The Majestic, from t= +he director of The Green Mile. =09 =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 Films Opening This Week: How High RMethod Man, Re= +dman [IMAGE]See Showtimes and more Jimmy Neutron: Boy Genius GDebi Derr= +yberry, Rob Paulsen [IMAGE]See Showtimes and more Joe Somebody PGTim Al= +len [IMAGE]See Showtimes and more The Lord of the Rings: The Fellowship= + of the Ring PG-13Elijah Wood, Ian McKellen [IMAGE]See Showtimes and more= + The Majestic PGJim Carrey, Martin Landau [IMAGE]See Showtimes and more= + =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 Now Playing in Theaters near ZIP Code 77055 Please = +note: These showtimes start on Friday, December 21, 2001. To receive show= +times for a ZIP Code different from 77055 in future e-mails, click here. = + =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 | Edwards Houston Marq*E 23| AMC Studio 30| Edward= +s Greenway Palace 24| =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 1. Edwards Houston Marq*E 23 (Edwards Theatr= +es) 7620 Kati Freeway, Houston, TX 77024, 713-263-0808 Behind Enemy L= +ines PG-13Owen Wilson, Gene Hackman Average Customer Review: 4 out of 5 s= +tars Showtimes: 12:00pm | 2:15pm | 4:45pm | 7:15pm | 9:45pm Black Kn= +ight PG-13Martin Lawrence, Marsha Thomason Average Customer Review: 3.5 o= +ut of 5 stars Showtimes: 12:40pm | 3:10pm | 5:40pm | 8:10pm | 10:30pm = + Harry Potter and the Sorcerer's Stone PGDaniel Radcliffe, Rupert Grint= + Average Customer Review: 4.5 out of 5 stars Showtimes: 11:15am | 12:15p= +m | 2:30pm | 3:45pm | 6:00pm | 7:15pm | 9:15pm | 10:15pm How High RMe= +thod Man, Redman Average Customer Review: 5 out of 5 stars Showtimes: 11= +:00am | 1:15pm | 3:30pm | 6:00pm | 8:15pm | 10:30pm Jimmy Neutron: B= +oy Genius GDebi Derryberry, Rob Paulsen Showtimes: 11:05am | 11:40am | = +1:10pm | 2:10pm | 3:40pm | 4:40pm | 5:50pm | 7:10pm | 7:50pm | 9:15pm | 9= +:50pm Joe Somebody PGTim Allen Average Customer Review: 1 out of 5 st= +ars Showtimes: 11:45am | 2:15pm | 4:45pm | 7:15pm | 9:45pm The Lor= +d of the Rings: The Fellowship of the Ring PG-13Elijah Wood, Ian McKellen = + Average Customer Review: 4.5 out of 5 stars Showtimes: 11:00am | 12:00pm= + | 1:30pm | 3:00pm | 4:00pm | 5:30pm | 7:00pm | 8:00pm | 9:15pm | 10:45pm = + The Majestic PGJim Carrey, Martin Landau Average Customer Review: 2.5= + out of 5 stars Showtimes: 12:45pm | 3:45pm | 7:05pm | 10:20pm Mons= +ters, Inc. GJohn Goodman, Billy Crystal Average Customer Review: 4.5 out= + of 5 stars Showtimes: 2:20pm | 4:50pm | 7:20pm | 9:35pm Not Another= + Teen Movie RChyler Leigh, Jaime Pressly Average Customer Review: 3.5 out= + of 5 stars Showtimes: 12:45pm | 1:30pm | 3:00pm | 3:45pm | 5:15pm | 6:0= +0pm | 7:30pm | 8:15pm | 9:45pm | 10:30pm Ocean's Eleven PG-13George = +Clooney, Brad Pitt Average Customer Review: 3.5 out of 5 stars Showtimes:= + 11:30am | 12:15pm | 1:05pm | 2:30pm | 3:15pm | 4:05pm | 5:30pm | 6:15pm = +| 7:05pm | 8:30pm | 9:15pm | 10:05pm The Spy Game RRobert Redford, Br= +ad Pitt Average Customer Review: 4 out of 5 stars Showtimes: 1:10pm | 4:= +10pm | 7:10pm | 9:55pm Vanilla Sky RTom Cruise, Pen?lope Cruz Aver= +age Customer Review: 3 out of 5 stars Showtimes: 1:10pm | 1:40pm | 1:45pm= + | 4:10pm | 4:40pm | 4:45pm | 7:10pm | 7:40pm | 7:45pm | 10:10pm | 10:30pm= + | 10:40pm Return to Top 2. AMC Studio 30 (American Multi-Cin= +ema) 2949 Dunvale, Houston, TX 77063, 281-319-4262 Amelie RAudrey Tau= +tou, Mathieu Kassovitz Average Customer Review: 4.5 out of 5 stars Showti= +mes: 2:05pm | 5:00pm | 7:45pm | 10:35pm Behind Enemy Lines PG-13Owen= + Wilson, Gene Hackman Average Customer Review: 4 out of 5 stars Showtimes= +: 12:25pm | 2:55pm | 5:20pm | 7:50pm | 10:15pm | 12:35am Black Knig= +ht PG-13Martin Lawrence, Marsha Thomason Average Customer Review: 3.5 out= + of 5 stars Showtimes: 12:50pm | 3:05pm | 5:25pm | 7:55pm | 10:10pm | 12= +:25am Harry Potter and the Sorcerer's Stone PGDaniel Radcliffe, Rupert= + Grint Average Customer Review: 4.5 out of 5 stars Showtimes: 12:00pm | = +1:30pm | 3:10pm | 4:45pm | 8:05pm | 11:20pm How High RMethod Man, R= +edman Average Customer Review: 5 out of 5 stars Showtimes: 11:35am | 12:= +35pm | 1:50pm | 2:50pm | 4:05pm | 5:05pm | 6:20pm | 7:20pm | 8:30pm | 9:35= +pm | 10:45pm | 11:50pm | 12:55am Jimmy Neutron: Boy Genius GDebi Derr= +yberry, Rob Paulsen Showtimes: 11:15am | 12:15pm | 1:15pm | 2:20pm | 3:= +20pm | 4:25pm | 5:25pm | 6:30pm | 7:30pm | 8:35pm | 9:30pm | 10:40pm | 11:= +35pm | 12:45am Joe Somebody PGTim Allen Average Customer Review: 1 = +out of 5 stars Showtimes: 11:20am | 12:20pm | 1:40pm | 2:40pm | 4:00pm |= + 5:10pm | 6:15pm | 7:35pm | 8:35pm | 9:55pm | 10:55pm | 12:15am The Lo= +rd of the Rings: The Fellowship of the Ring PG-13Elijah Wood, Ian McKellen= + Average Customer Review: 4.5 out of 5 stars Showtimes: 11:15am | 11:55a= +m | 12:30pm | 1:45pm | 3:00pm | 3:40pm | 4:15pm | 5:30pm | 6:45pm | 7:25pm= + | 8:00pm | 9:15pm | 10:30pm | 11:10pm | 11:45pm | 12:50am The Majes= +tic PGJim Carrey, Martin Landau Average Customer Review: 2.5 out of 5 sta= +rs Showtimes: 12:35pm | 2:00pm | 3:50pm | 5:15pm | 7:05pm | 8:25pm | 10:= +15pm | 11:30pm Monsters, Inc. GJohn Goodman, Billy Crystal Average Cu= +stomer Review: 4.5 out of 5 stars Showtimes: 11:15am | 12:05pm | 1:35pm |= + 2:30pm | 3:45pm | 4:50pm | 6:00pm | 7:10pm | 8:15pm | 9:30pm | 11:40pm = + Not Another Teen Movie RChyler Leigh, Jaime Pressly Average Customer= + Review: 3.5 out of 5 stars Showtimes: 11:50am | 12:40pm | 12:45pm | 1:2= +0pm | 2:10pm | 2:50pm | 3:30pm | 4:20pm | 5:05pm | 5:45pm | 6:30pm | 7:15p= +m | 7:55pm | 8:40pm | 9:25pm | 10:10pm | 10:50pm | 11:35pm | 12:10am Oc= +ean's Eleven PG-13George Clooney, Brad Pitt Average Customer Review: 3.5= + out of 5 stars Showtimes: 11:30am | 12:10pm | 12:50pm | 12:55pm | 1:35p= +m | 2:15pm | 2:55pm | 3:35pm | 4:20pm | 5:00pm | 5:40pm | 6:20pm | 7:00pm = +| 7:40pm | 8:20pm | 9:00pm | 9:40pm | 10:20pm | 11:00pm | 11:40pm | 12:20a= +m Shallow Hal PG-13Gwyneth Paltrow, Jack Black Average Customer Rev= +iew: 3 out of 5 stars Showtimes: 6:40pm The Spy Game RRobert Redford= +, Brad Pitt Average Customer Review: 4 out of 5 stars Showtimes: 12:00pm= + | 2:45pm | 5:35pm | 11:45pm Thir13en Ghosts RTony Shalhoub, Shanno= +n Elizabeth Average Customer Review: 3 out of 5 stars Showtimes: 10:30am= + | 12:40pm Vanilla Sky RTom Cruise, Pen?lope Cruz Average Customer Re= +view: 3 out of 5 stars Showtimes: 11:20am | 12:25pm | 12:55pm | 1:10pm |= + 2:15pm | 3:20pm | 4:10pm | 5:15pm | 6:15pm | 7:10pm | 8:10pm | 9:10pm | 1= +0:05pm | 11:05pm | 12:05am Return to Top 3. Edwards Greenway Pal= +ace 24 (Edwards Theatres) 3839 Westlayan, Houston, TX 77027, 713-871-8880 = + Behind Enemy Lines PG-13Owen Wilson, Gene Hackman Average Customer R= +eview: 4 out of 5 stars Showtimes: 11:00am | 12:15pm | 1:30pm | 3:15pm |= + 4:00pm | 5:45pm | 6:30pm | 8:15pm | 9:00pm | 10:30pm Harry Potter and = +the Sorcerer's Stone PGDaniel Radcliffe, Rupert Grint Average Customer Re= +view: 4.5 out of 5 stars Showtimes: 12:10pm | 1:05pm | 3:30pm | 4:35pm |= + 7:10pm | 8:05pm | 10:10pm How High RMethod Man, Redman Average Cus= +tomer Review: 5 out of 5 stars Showtimes: 11:00am | 1:15pm | 3:30pm | 6:= +00pm | 8:15pm | 10:30pm Jimmy Neutron: Boy Genius GDebi Derryberry, Ro= +b Paulsen Showtimes: 11:05am | 11:40am | 1:10pm | 2:10pm | 3:40pm | 4:4= +0pm | 5:50pm | 7:10pm | 7:50pm | 9:15pm | 9:50pm Joe Somebody PGTim= + Allen Average Customer Review: 1 out of 5 stars Showtimes: 11:45am | 2:= +15pm | 4:45pm | 7:15pm | 9:45pm The Lord of the Rings: The Fellowship = +of the Ring PG-13Elijah Wood, Ian McKellen Average Customer Review: 4.5 o= +ut of 5 stars Showtimes: 11:00am | 12:00pm | 1:30pm | 3:00pm | 4:00pm | = +5:30pm | 7:00pm | 8:00pm | 9:15pm | 10:45pm | 12:00am The Majestic = +PGJim Carrey, Martin Landau Average Customer Review: 2.5 out of 5 stars S= +howtimes: 12:30pm | 1:00pm | 3:45pm | 4:30pm | 7:05pm | 8:15pm | 10:20pm = + Monsters, Inc. GJohn Goodman, Billy Crystal Average Customer Review: = +4.5 out of 5 stars Showtimes: 12:15pm | 2:45pm | 5:15pm | 7:45pm | 10:00= +pm Not Another Teen Movie RChyler Leigh, Jaime Pressly Average Cust= +omer Review: 3.5 out of 5 stars Showtimes: 11:15am | 12:45pm | 1:30pm | = +3:00pm | 3:45pm | 5:15pm | 6:00pm | 7:30pm | 8:15pm | 9:45pm | 10:30pm = +Ocean's Eleven PG-13George Clooney, Brad Pitt Average Customer Review: 3= +.5 out of 5 stars Showtimes: 11:05am | 11:30am | 12:05pm | 1:05pm | 2:05= +pm | 2:30pm | 3:05pm | 4:05pm | 5:05pm | 5:30pm | 6:05pm | 7:05pm | 8:05pm= + | 8:30pm | 9:05pm | 10:05pm | 10:30pm The Spy Game RRobert Redford,= + Brad Pitt Average Customer Review: 4 out of 5 stars Showtimes: 12:15pm = +| 3:15pm | 6:15pm | 9:15pm Vanilla Sky RTom Cruise, Pen?lope Cruz Av= +erage Customer Review: 3 out of 5 stars Showtimes: 11:00am | 12:00pm | 1:= +00pm | 1:45pm | 3:00pm | 4:00pm | 4:45pm | 6:00pm | 7:00pm | 7:45pm | 9:00= +pm | 10:00pm | 10:30pm =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09Return to Top We hope you enjoyed receiving this = +newsletter. However, if you'd like to unsubscribe, please use the link belo= +w or click the Your Account button in the top right corner of any page on = +the Amazon.com Web site. Under the E-mail and Subscriptions heading, click= + the ""Manage your Weekly Movie Showtimes e-mail"" link. http://www.amazon= +.com/movies-emailCopyright 2001 Amazon.com, Inc. All rights reserved. You= + may also change your communication preferences by clicking the following l= +ink: http://www.amazon.com/communications =09[IMAGE]=09 +=09=09=09=09=09=09 =09 +" +"allen-p/deleted_items/410.","Message-ID: <9486113.1075862162937.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 16:06:37 -0800 (PST) +From: mike.grigsby@enron.com +To: kam.keiser@enron.com, monte.jones@enron.com +Subject: DEC physical +Cc: p..adams@enron.com, k..allen@enron.com, j..brewer@enron.com, + suzanne.christiansen@enron.com, frank.ermis@enron.com, + justin.fernandez@enron.com, l..gay@enron.com, + shannon.groenewold@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, zachary.mccarroll@enron.com, + shelly.mendel@enron.com, john.o'conner@enron.com, + jay.reitmeyer@enron.com, benjamin.schoene@enron.com, + m..scott@enron.com, matt.smith@enron.com, p..south@enron.com, + walter.spiegelhauer@enron.com, patti.sullivan@enron.com, + m..tholt@enron.com, barry.tycholiz@enron.com, corey.wilkes@enron.com, + jason.wolfe@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: p..adams@enron.com, k..allen@enron.com, j..brewer@enron.com, + suzanne.christiansen@enron.com, frank.ermis@enron.com, + justin.fernandez@enron.com, l..gay@enron.com, + shannon.groenewold@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + daniel.lisk@enron.com, zachary.mccarroll@enron.com, + shelly.mendel@enron.com, john.o'conner@enron.com, + jay.reitmeyer@enron.com, benjamin.schoene@enron.com, + m..scott@enron.com, matt.smith@enron.com, p..south@enron.com, + walter.spiegelhauer@enron.com, patti.sullivan@enron.com, + m..tholt@enron.com, barry.tycholiz@enron.com, corey.wilkes@enron.com, + jason.wolfe@enron.com +X-From: Grigsby, Mike +X-To: Keiser, Kam , Jones, Monte +X-cc: Adams, Jacqueline P. , Allen, Phillip K. , Brewer, Stacey J. , Christiansen, Suzanne , Ermis, Frank , Fernandez, Justin , Gay, Randall L. , Groenewold, Shannon , Heu, Mog , Holst, Keith , Huang, Jason , Kuykendall, Tori , Lenhart, Matthew , Lisk, Daniel , McCarroll, Zachary , Mendel, Shelly , O'Conner, John , Reitmeyer, Jay , Schoene, Benjamin , Scott, Susan M. , Smith, Matt , South, Steven P. , Spiegelhauer, Walter , Sullivan, Patti , Tholt, Jane M. , Tycholiz, Barry , Wilkes, Corey , Wolfe, Jason +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +We will hold off transferring any physical positions desk to desk until the end of bidweek. After NX1, we will transfer positions at a daily EOL Index mid price. Please monitor my book and others to make certain DEC deals are not being transferred prior to NX1 at an IF monthly or GD daily mid price. + +Thanks, + +Mike" +"allen-p/deleted_items/411.","Message-ID: <16009539.1075862162960.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 05:41:12 -0800 (PST) +From: kam.keiser@enron.com +To: k..allen@enron.com, randy.bhatia@enron.com, frank.ermis@enron.com, + carole.frank@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + keith.holst@enron.com, kam.keiser@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + matthew.lenhart@enron.com, ryan.o'rourke@enron.com, + jay.reitmeyer@enron.com, jay.reitmeyer@enron.com, + matt.smith@enron.com, p..south@enron.com, m..tholt@enron.com, + jason.wolfe@enron.com, ashley.worthing@enron.com, + biliana.pehlivanova@enron.com, monte.jones@enron.com +Subject: TRV Notification: (West VaR - 11/26/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Keiser, Kam +X-To: Allen, Phillip K. , Bhatia, Randy , Ermis, Frank , Frank, Carole , Gay, Randall L. , Grigsby, Mike , Holst, Keith , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Lenhart, Matthew , O'Rourke, Ryan , Reitmeyer, Jay , Reitmeyer, Jay , Smith, Matt , South, Steven P. , Tholt, Jane M. , Wolfe, Jason , Worthing, Ashley , Pehlivanova, Biliana , Jones, Monte +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The report named: West VaR , published as of 11/26/2001 is now available for viewing on the website." +"allen-p/deleted_items/412.","Message-ID: <32892362.1075862162983.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 05:51:14 -0800 (PST) +From: richard.hash@openspirit.com +Subject: SBC ""The Way"" Weekly Info Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Richard G. Hash"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +If you have any information you wish to be distributed to the class this week, please get it to me before this upcoming Wednesday morning. Short text-bullet items are fine. I haven't been getting much information over the last 5-6 weeks, and I'm running out of class calendar entries.... +You are receiving this because I have either you or your spouse listed as a member of the leadership team for ""The Way"" Sunday school class at Second Baptist Church. If you don't want to get weekly reminders, or have a spouse email available, please let me know . +Regards, +-- +Richard G. Hash richard.hash@openspirit.com +OpenSpirit Corp. ph: 281-940-0207 fax 281-940-0201 +Suite 700, 1155 Dairy Ashford, Houston, TX 77079 + " +"allen-p/deleted_items/413.","Message-ID: <12666181.1075862163007.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 06:14:01 -0800 (PST) +From: arsystem@mailman.enron.com +To: approval.eol.gas.traders@enron.com +Subject: Request Submitted: Access Request for sandra.f.brawner@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: approval.eol.gas.traders@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +You have received this email because you are listed as a security approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000077131&Page=Approval to review and act upon this request. + + + + +Request ID : 000000000077131 +Request Create Date : 11/26/01 8:13:58 AM +Requested For : sandra.f.brawner@enron.com +Resource Name : ICE - External Intercontinental Exchange US Natural Gas +Resource Type : Applications + + + +" +"allen-p/deleted_items/414.","Message-ID: <11187558.1075862163029.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 06:12:48 -0800 (PST) +From: arsystem@mailman.enron.com +To: approval.eol.gas.traders@enron.com +Subject: Request Submitted: Access Request for judy.townsend@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: approval.eol.gas.traders@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +You have received this email because you are listed as a security approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000077129&Page=Approval to review and act upon this request. + + + + +Request ID : 000000000077129 +Request Create Date : 11/26/01 8:12:45 AM +Requested For : judy.townsend@enron.com +Resource Name : ICE - External Intercontinental Exchange US Natural Gas +Resource Type : Applications + + + +" +"allen-p/deleted_items/415.","Message-ID: <23806998.1075862163052.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 15:09:11 -0800 (PST) +From: resources.human@enron.com +To: dl-ga-all_enron_worldwide2@enron.com +Subject: Update to Merger Q&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Human Resources +X-To: DL-GA-all_enron_worldwide2 +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +We've updated the Merger Q&A document on our Enron Updates site ( ), as a result of the many questions you've had concerning the merger between Enron and Dynegy. Questions addressed include those about Enron stock options, benefits and immigration status. Please stay tuned for additional updates." +"allen-p/deleted_items/416.","Message-ID: <21175494.1075862163075.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 07:06:19 -0800 (PST) +From: apkpcp@prodigy.net +To: k..allen@enron.com +Subject: Re: greetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""pollard"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +give me your phone number if you do not mind. + +Thanks, +----- Original Message ----- +From: +To: +Sent: Monday, November 26, 2001 7:44 AM +Subject: RE: greetings + + +> Al, +> +> Sorry to hear the news. Give me a call anytime today. +> +> Phillip +> +> -----Original Message----- +> From: ""pollard"" @ENRON +> Sent: Tuesday, November 20, 2001 4:24 PM +> To: pallen@enron.com +> Subject: greetings +> +> +> Phillip, +> +> NPW laid off 20% of its workforce about 2 weeks ago, and I was +> unfortunately one of them. I can not believe what is going on at +> Enron. Hope you are doing all right. Give me a call or drop me an +> email when you have a chance at 936-321-6307 or let me know when is a +> good time to call you. +> +> Al Pollard +> +> +> +> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +> **********************************************************************" +"allen-p/deleted_items/417.","Message-ID: <18234899.1075862163097.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 16:24:08 -0800 (PST) +From: apkpcp@prodigy.net +To: pallen@enron.com +Subject: greetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""pollard"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Phillip, + +NPW laid off 20% of its workforce about 2 weeks ago, and I was unfortunately one of them. I can not believe what is going on at Enron. Hope you are doing all right. Give me a call or drop me an email when you have a chance at 936-321-6307 or let me know when is a good time to call you. + +Al Pollard + + " +"allen-p/deleted_items/418.","Message-ID: <21329896.1075862163120.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 11:10:02 -0800 (PST) +From: exchange.administrator@enron.com +To: med@dyalroberts.com +Subject: Undeliverable: Delivery Status Notification (Failure) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Exchange System Administrator <.> +X-To: 'med@dyalroberts.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +--------- Inline attachment follows --------- + +From: +To: 'med@dyalroberts.com' +Date: Monday, November 26, 2001 7:10:01 GMT +Subject: + +Mike & Tony, + +Rather than fill in the design selections, I have attached a spreadsheet that estimates the costs. Since I have spent so much time researching the house, I think my numbers are pretty close. + +I would be interested in working with a contractor on a cost plus fixed fee basis. I don't know if this would be agreeable to you. Take a look at the numbers and let me know what you think. If we could work together on this basis, I will complete the design selections. I will make the adjustments necessary to stay within the allowances as we get actual quotes from sub-contractors. + +We are torn between two good locations. However, we are leaning towards Kerrville. The lot in Kerrville is substantially more expensive than our lot in San Marcos, so we are really stretched to make this house work financially. We have decided that if we can make Kerrville work within our budget we will go ahead, if not we will fall back to our plan to move to San Marcos. + +I don't know how many jobs you have going currently, but if we could reach an agreement we would like to start immediately. + +Phillip Allen +713-463-8626 +pallen70@hotmail.com + + + " +"allen-p/deleted_items/419.","Message-ID: <29569384.1075862163142.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 08:43:11 -0800 (PST) +From: steven.matthews@ubspainewebber.com +To: k..allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Matthews, Steven"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I hope you had a great Thanksgiving holiday. I just wanted to drop you a +note to see if you wanted me to look for anything else for you. We placed +the $1mm in the munis. Let me know if you need anything else. + +Sincerely, + +Steve +****************************************************** +Notice Regarding Entry of Orders and Instructions: +Please do not transmit orders and/or instructions +regarding your UBSPaineWebber account(s) by e-mail. +Orders and/or instructions transmitted by e-mail will +not be accepted by UBSPaineWebber and UBSPaineWebber +will not be responsible for carrying out such orders +and/or instructions. + +Notice Regarding Privacy and Confidentiality: +UBSPaineWebber reserves the right to monitor and +review the content of all e-mail communications sent +and/or received by its employees." +"allen-p/deleted_items/420.","Message-ID: <31510491.1075862163166.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 09:44:02 -0800 (PST) +From: david.oxley@enron.com +To: k..allen@enron.com +Subject: RE: Answer +Cc: pam.butler@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +Bcc: pam.butler@enron.com +X-From: Oxley, David +X-To: Allen, Phillip K. +X-cc: Butler, Pam +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Pam, + +Can you help with below? + +David + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, November 26, 2001 11:18 AM +To: Oxley, David +Subject: RE: Answer + +David, + +For clarity, wherever you cite Section 6.2 in your response I assume you mean Section 6.3. + +Your response does not address the key points upon which I based my interpretation of the plan. The beginning of Section 6.3 states ""Notwithstanding any other provision of the plan?"". This implies that Section 6.3 contains the complete rules for an accelerated distribution. I disagree with your translation of ""a single sum distribution"" as meaning all at once instead of a single amount. I would like to meet to discuss or appeal to Greg W. or John L. In addition, your response does not address Section 7.1. This appears to be the relevant section if the PSA is to be paid in shares. Additionally the Q & A section in the plan brochure (pg. 8) works through an example of adjusting the number of shares to retain a certain dollar value. This is the methodology described in Section 7.1. + +Tom Martin and Scott Neal share the above concerns. Please advise of a convenient time we can all meet to discuss further. + +Phillip + + -----Original Message----- +From: Oxley, David +Sent: Monday, November 26, 2001 8:31 AM +To: Allen, Phillip K. +Cc: Whalley, Greg; Joyce, Mary +Subject: Answer + +For purposes of an accelerated distribution from the PSA, a ""single sum distribution,"" in Section 6.2 means that a PSA account is distributed all at once, as distinguished from another form of payout as may have been selected by a participant in his or her deferral agreement. + +Section 6.2 is clear in that the account balance shall be determined as of the last day of the month preceding the date on which the Committee receives the written request of the Participant. A PSA account balance is reflected in shares of stock since the form of distribution is shares of stock. + +Additionally, any portion of a PSA balance attributable to deferral of restricted stock is administered under Sections 3.5 and 3.6 and Exhibit A of the Plan. This section is applicable now as we are accelerating the distribution of PSA balances created with deferrals of restricted stock. The Plan indicates that upon death, disability, retirement or termination, the share units are converted to shares which are issued to the executive according to the payment election made by the executive at the time of the deferral election. + + Therefore the distribution you will receive in shares is correct and we do not agree with your interpretation of the plan. +" +"allen-p/deleted_items/421.","Message-ID: <7232469.1075862163190.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 12:48:41 -0800 (PST) +From: customerservice@tdwaterhouse.com +To: pallen@enron.com +Subject: Market Insight: We See Upswing Continuing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: TD Waterhouse @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] Market Insight for November 26, 2001 From [IMAGE] The Gl= +obal Online Financial Services Firm Introducing Goldman Sachs PrimeAcces= +ssm Research As a TD Waterhouse customer, you now have online access to G= +oldman Sachs PrimeAccesssm Research. Just login at tdwaterhouse.com , cli= +ck on 'News & Research', and then on 'Goldman Sachs'. We See Upswing Con= +tinuing By Arnie Kaufman, Editor, The Outlook Selective accumulation r= +emains in order. The early stages of recoveries from bear markets vary wi= +dely in degree. As time passes, however, deviations from the norm become f= +ar less dramatic. Through last Wednesday, when we went to press early b= +ecause of the holiday, 31% of the bear market loss from March 27, 2000 to = +September 21, 2001 had been recaptured. That's about average for rebounds = +in the postwar period. As shown in the table at the bottom right of this = +week's edition of The Outlook, at the two-month point in the recoveries fr= +om the nine former bear markets since World War II, the S&P 500 had won ba= +ck an average of 33% of the bear market loss. In each of the nine insta= +nces, the gain at the end of six months was greater than that after two mo= +nths and the gain at the end of 12 months was greater than that after six = +months. On average, nearly two-thirds of the bear market loss was recovere= +d after six months and almost all of the bear market loss was recouped in= + a year. Economic and corporate news will remain bad for a while, but tha= +t's typically the case in the early part of a bull market that is associat= +ed with an economic recession. Stock prices start recovering well before = +the headlines improve. The September upturn in stocks would be consistent = +with the start of an economic expansion in the first quarter of next year.= + While P/E ratios currently are high, that won't necessarily keep the b= +ull market from progressing. The preceding economic expansion was the long= +est in history and gave rise to ""new era"" optimism. Corporations, especial= +ly in information technology, built production and sales capacity to level= +s far greater than proved justified. Those excesses are now being correcte= +d, painfully. Corporate earnings are in a severe contraction. Once the eco= +nomy begins to grow again, however, profits will rebound and P/Es will st= +art looking much more reasonable. Low inflation, low interest rates, rapid= + technological innovation and above-average productivity growth should hel= +p support elevated stock valuations. As a TD Waterhouse customer, you ca= +n view a complete copy of S&P's The Outlook (a $298 value) for FREE. Just = +select 'News & Research' when you login to yourTD Waterhouse account . Th= +e Outlook is available under 'Other Reports.' Why You Should Consider = +a Margin Account When you add margin borrowing features to your account, = +you've got a lot of possibilities. While margin involves risk, it also can= + provide greater investing flexibility, a source of low-cost borrowing and= + a form of ""overdraft protection."" Click here to learn more . Add Margin= + Privileges to your Account . Your feedback is important to us! Emai= +l us with any questions or comments at eServices@tdwaterhouse.com TD= + Waterhouse Investor Services, Inc. Member NYSE/SIPC. Access to services= + and your account may be affected by market conditions, system performance= + or for other reasons. Under no circumstances should the information herei= +n be construed as a recommendation, offer to sell or solicitation of an of= +fer to buy a particular security. The article and opinions herein are obta= +ined from unaffiliated third parties and are provided for informational pu= +rposes only. While the information is deemed reliable, TD Waterhouse canno= +t guarantee its accuracy, completeness or suitability for any purpose and = +makes no warranties with regard to the results to be obtained from its use= +. To unsubscribe from this email, login to your account and select ""My= + Account' then 'My Info'. Or email us at eServices@tdwaterhouse.com =09 +" +"allen-p/deleted_items/422.","Message-ID: <21960138.1075862163260.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 15:42:33 -0800 (PST) +From: jsmith@austintx.com +To: k..allen@enron.com +Subject: Additional properties in San Antonio +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""JEFF SMITH"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I am waiting to get info. on two more properties in San Antonio. The broker +will be faxing info. on Monday. One is 74 units for $1,900,000, and the +other is 24 units for $550,000. + +Also, I have mailed you info. on three other properties in addition to the +100 unit property that I faxed this AM. + +Let me know if you have any questions. + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, TX 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com +" +"allen-p/deleted_items/423.","Message-ID: <18845646.1075862163284.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 08:34:51 -0800 (PST) +From: kirk.mcdaniel@enron.com +To: k..allen@enron.com +Subject: Upcoming Reviews +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McDaniel, Kirk +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip +FYI. I will send to you and the specific SME. Thanks for your leadership. Should completion become an issue I will then ask for your assistance. + +Happy Thanksgiving to you and your family. Save travels. + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/21/2001 10:31 AM --------------------------- + + +sheri.a.righi@accenture.com on 11/20/2001 08:43:57 PM +To: kmcdani@enron.com +cc: donald.l.barnhart@accenture.com +Subject: Upcoming Reviews + + +Kirk - + +In regards to your response to move these reviews up and hopes to get the +ball rolling before Monday, November 26th - I will be sending you three +messages following this with the drafts of five topics that are ready for +SME review. +1) Options and Futures for Dutch Quigley +2) Forwards and Swaps for Andy Lewis +3) Organizational Structure for Berney Aucoin + +I hope sending them in this manner will make it easier for you send to +Phillip and ultimately, the SMEs. + +Our goal is to send you the following topics by EOD tomorrow: +1) Risk Identification and Commodity Fundamentals for Ed McMichael +2) Risk Management Inputs and Hedging Basics for Mark Reese + +Reminder that Accounting & Reporting will be written by Errol McLaughlin +(from Jeff Gossett's group) and will not be complete until mid-December. + +As far as storyline scripts are concerned, I am unable to send anything to +you prior to the EOD tomorrow. Unfortunately, our script writer can not get +them to us any sooner. Hopefully you can forward them to Legal for them to +see first thing Monday morning. I apologize for not being able to get them +to you sooner. + +Please let me know if you have any questions. + + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +----- Forwarded by Sheri A. Righi/Internal/Accenture on 11/20/2001 09:35 PM +----- + + Sheri A. Righi + To: kmcdani@enron.com + 11/19/2001 04:04 PM cc: donald l. barnhart + Subject: Upcoming Reviews + + + + +Good afternoon Kirk - + +As a reminder, the following are upcoming reviews we will need from Enron. + +**Scripts for Storyline Video: These scripts will be ready for Enron Legal +to review first thing Monday morning after the holidays - Nov. 26th. Based +on our production shoot schedule and reserving the actors/actresses, we +would like these reviews completed by EOD Wednesday, but can have them no +later than EOD Thursday. As I've mentioned before, these scripts should +not take more than two hours to review. Please let me know if there are any +issues with this timeframe as it will significantly impact our schedule as +well as the production house and hired actors/actresses' schedules. Thank +you. + +Topic Content for the Knowledge System: We will have all but one of the +topics ready for SME review/edits first thing Monday morning - Nov. 26th. +As we discussed, I am hoping you can send these to Phillip for him to +forward on to the SMEs. We will be sending these topics to the following +SMEs for their review and edits. + Risk Identification - Ed McMichael + Commodity Fundamentals - Ed McMichael (waiting on one homework +assignment from him) + Futures - Dutch Quigley + Options - Dutch Quigley + Swaps - Andy Lewis + Forwards - Andy Lewis + Risk Management Inputs - Mark Reese + Hedging Basics - Mark Reese + Organization Structure - Berney Aucoin (we are still missing content +for Mid-Marketer/Origination) + +The last topic, Accounting and Reporting, will be developed later in the +process as Errol McLaughlin will be helping us write this througout the +first two weeks in December. Berney Aucoin will need to review this. + + + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + +" +"allen-p/deleted_items/424.","Message-ID: <18495386.1075862163309.JavaMail.evans@thyme> +Date: Wed, 21 Nov 2001 08:43:21 -0800 (PST) +From: kirk.mcdaniel@enron.com +To: c..aucoin@enron.com +Subject: Organizational Structure Topic - Berney Aucoin +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: McDaniel, Kirk +X-To: Aucoin, Berney C. +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Bernie +Good Morning. I hope all is well. + +I have tried not bother you with this project during 4Q, but now I need for you to review the content that was developed for your area. Please make an effort to review this content and get it back to me next week COB Nov. 28th.. You can add, subtract, correct, etc. to this content. Thanks on advance + +Have a Happy Thanksgiving and safe travels. + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/21/2001 10:36 AM --------------------------- + + +sheri.a.righi@accenture.com on 11/20/2001 08:44:26 PM +To: kmcdani@enron.com +cc: monica.l.brown@accenture.com, donald.l.barnhart@accenture.com +Subject: Organizational Structure Topic - Berney Aucoin + + +Kirk - + +Attached is our draft of the Organizational Structure topic for the +Knowledge System. Berney Aucoin is the official sign-off for this topic. He +is also responsible for the Accounting and Reporting topic which will not +be ready for sign-off until mid-December. Monica is currently working with +Errol McLaughlin to help develop this topic. + +I know challenging times are ahead, please let me know what I can do to +help facilitate this review process. Ideally, we would like to have this +topic edited (includes providing any missing content) by Monday, December +10th. + +Thank you. + +(See attached file: Org Structure Topic_V1.doc) + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + - Org Structure Topic_V1.doc +" +"allen-p/deleted_items/425.","Message-ID: <3706678.1075862163332.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 15:10:20 -0800 (PST) +From: yevgeny.frolov@enron.com +To: w.kent.baker@accenture.com, kenny.w.baldwin@accenture.com +Subject: Termination Notice +Cc: david.oxley@enron.com, brad.coleman@enron.com, michelle.cash@enron.com, + kirk.mcdaniel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: david.oxley@enron.com, brad.coleman@enron.com, michelle.cash@enron.com, + kirk.mcdaniel@enron.com +X-From: Frolov, Yevgeny +X-To: 'w.kent.baker@accenture.com', 'kenny.w.baldwin@accenture.com' +X-cc: 'jonathan.o.stahl@accenture.com', O'rourke, Tim , Oxley, David , Coleman, Brad , Cash, Michelle , McDaniel, Kirk +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +To Accenture: + +As discussed early today we hereby notify Accenture of 10 days notice of intent to terminate our Arrangement Letter for development of Basics of Risk Management. The 10 days count down begins as of this evening. + +During these 10 days Accenture and Enron will review its position and attempt to find a solution for this project to go forward. + + + +" +"allen-p/deleted_items/426.","Message-ID: <21124513.1075862163356.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 13:15:24 -0800 (PST) +From: mery.l.brown@accenture.com +To: k..allen@enron.com +Subject: RE: Summary of Today's Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Phillip, + +I talked with Ina and scheduled a meeting for Wednesday at 10 am. I am +booked from 1 to 4:30 tomorrow, but other than that I'm free the rest of +the week (until Friday). + +Mery + + + + + Phillip.K.Allen@enron.c + om To: Mery L. Brown/Internal/Accenture@Accenture + cc: + 11/26/2001 03:07 PM Subject: RE: Summary of Today's Meeting + + + + + + + +Mery, + +Are we scheduled to meet tomorrow at 10 AM? If yes can we change to 2 PM? + +Phillip + -----Original Message----- + From: mery.l.brown@accenture.com@ENRON + Sent: Friday, November 16, 2001 12:22 PM + To: pallen@enron.com + Cc: donald.l.barnhart@accenture.com; kmcdani@enron.com; Frolov, + Yevgeny + Subject: Summary of Today's Meeting + + Phillip, + + Thank you for meeting with us today. I want to take a few minutes to + summarize the decisions that came out of our meeting. + + 1. Feedback Approach: We will incorporate the ideas and suggestions + you + gave us and move forward with this approach. + + 2. SME Review of Knowledge System Topics: When the time comes for + Topics + reviews, we will send you the name of the SME who is responsible for + sign-off on each topic. + + 3. Conversion and Arbitrage Problems: We will brainstorm ways to + incorporate more problems without going over our 4-6 hour target. We + will + meet with you next Tuesday at 10:00 to review the problems as we've + designed them so far and arrive at a solution. (I will send an e-mail + Monday with the room number.) + + Have a good weekend. + Mery + + + This message is for the designated recipient only and may contain + privileged, proprietary, or otherwise private information. If you + have + received it in error, please notify the sender immediately and delete + the + original. Any other use of the email by you is prohibited. + + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of +the intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or +reply to Enron Corp. at enron.messaging.administration@enron.com and delete +all copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** + + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/deleted_items/427.","Message-ID: <253042.1075862163383.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 10:05:12 -0800 (PST) +From: kirk.mcdaniel@enron.com +Subject: Re: Futures and Options Topics - Dutch Quigley +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: sheri.a.righi@accenture.com, Quigley, Dutch +X-cc: O'rourke, Tim , Frolov, Yevgeny , monica.l.brown@accenture.com, donald.l.barnhart@accenture.com, Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Sub topic 4 on page 4: 1st line 2nd sentence purchaser vice purchase +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/24/2001 11:55 AM --------------------------- + + +Kirk McDaniel +11/24/2001 11:49 AM +To: sheri.a.righi@accenture.com @ ENRON, Dutch Quigley/Enron@EnronXGate +cc: Tim O'Rourke/Enron@EnronXGate, Yevgeny Frolov/Enron@EnronXGate, monica.l.brown@accenture.com@ENRON, donald.l.barnhart@accenture.com@ENRON, Phillip K Allen/Enron@EnronXGate +Subject: Re: Futures and Options Topics - Dutch Quigley + +Team +Here are my comments on Options (See attachment below). + +We need examples of: +Cap (Call Option) +Floor +Collar + +In addition we need information on Financial option. + + +Accenture, in all the documents can we have roll over capabilities on the bold words and instead of Click here because time is of essence in our culture and having the learner have to go to the glossary or click for a pop up creates opportunities for disengagement. + + + + + + + +" +"allen-p/deleted_items/428.","Message-ID: <25028705.1075862163407.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 11:35:53 -0800 (PST) +From: kirk.mcdaniel@enron.com +Subject: Re: Swaps Topics - Kirk's Comments +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com, k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com, k..allen@enron.com +X-From: McDaniel, Kirk +X-To: sheri.a.righi@accenture.com, Lewis, Andrew H. +X-cc: O'rourke, Tim , Frolov, Yevgeny , Allen, Phillip K. , monica.l.brown@accenture.com, donald.l.barnhart@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Team +My comments are below. +We need information on + Monthly cash Settlements - Basis swaps + Constructing a basis swap + Constructing a swing swap + Constrructing a cross commodity swap + Montly cash settlement -cross commodity swap +need example of a crack spread swap + + " +"allen-p/deleted_items/429.","Message-ID: <19097921.1075862163431.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 11:31:34 -0800 (PST) +From: kirk.mcdaniel@enron.com +Subject: Re: Forwards Topics - Kirk Comments +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com, k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com, k..allen@enron.com +X-From: McDaniel, Kirk +X-To: sheri.a.righi@accenture.com, Lewis, Andrew H. +X-cc: O'rourke, Tim , Frolov, Yevgeny , Allen, Phillip K. , monica.l.brown@accenture.com, donald.l.barnhart@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Team +Here are my Comments: + " +"allen-p/deleted_items/43.","Message-ID: <5526281.1075855375943.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 22:58:27 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: ANCHORDESK: My 2001 favorites: Products I couldn't do without +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +MY 2001 FAVORITES: PRODUCTS I COULDN'T DO WITHOUT + + One of the perks of my job is getting to play + with lots of neat new gizmos. During the past + year, I tried out dozens of different devices. + But when it comes right down to it, there's + only a handful that really made a difference + for me. Here's what they are, how they work, + and why I like them so much. + +http://cgi.zdnet.com/slink?/adeskb/adt1221/2834332:8593142 + + PLUS: ANCHORDESK RADIO: HOW HANDHELDS IMPROVED IN 2001 + +http://cgi.zdnet.com/slink?/adeskb/adt1221/2834283:8593142 + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + WELCOME AT&T COMCAST... XP HOLE PLUGGED... CRACKERS UNDER +FIRE... + + Say hello to the new cable king: AT&T + Comcast. That's right. Comcast beat + out AOL Time Warner and Cox in the contest + for AT&T Broadband's hand in marriage. + The cable giant is out to dominate not + only the cable-modem and TV worlds, + but also the local telephone service + realm. Watch out, Baby Bells! + +http://cgi.zdnet.com/slink?/adeskb/adt1221/2834335:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +C.C. Holland + + HAVE A STRESS-FREE HOLIDAY WITH HELP FROM THE WEB! + + Are you panicking as your to-do list gets longer + by the minute? Never fear, you can salvage + your holiday cheer! C.C. shows you five useful + sites that can help you make the most of the + season. They'll give you songs to sing and + stories to read, and even show you how to send + last-minute holiday cards. + + +http://cgi.zdnet.com/slink?/adeskb/adt1221/2833310:8593142 + + + > > > > > + + +John Morris and Josh Taylor + + + WHY IT'S A GREAT TIME TO BE A MAC AND MUSIC LOVER + + First, Apple gave us the iPod, perhaps the + best MP3 player ever. Now comes a new version + of its iTunes digital jukebox software, which + really takes the cake. Josh and John tell you + why these Apple products--and a slew of other + gizmos to pass through ZDNet Labs this week--scored + so well with our editors. + + +http://cgi.zdnet.com/slink?/adeskb/adt1221/2834197:8593142 + + + > > > > > + + +Preston Gralla + + + HOW TO MASTER WINDOWS (AT LEAST WHERE YOU CAN) + + You can't fix all of Windows' idiosyncrasies, + but you can at least control how it behaves + when it starts up and shuts down. Preston recommends + three downloads that let you choose which + programs load when you boot up, as well as set + tasks--such as ejecting a CD--for each time + you power down. + + +http://cgi.zdnet.com/slink?/adeskb/adt1221/2833833:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +DON'T MISS ZDNET'S LAST-MINUTE HOLIDAY SHOPPING GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://zdnetshopper.cnet.com/shopping/0-7413293-7-8143480.html + +CHECK OUT CASIO'S $1000-PER-POUND LAPTOP +http://www.zdnet.com/supercenter/stories/overview/0,12069,525558,00.html + + +WHY YOU SHOULDN'T UNDERESTIMATE 3G WIRELESS +http://www.zdnet.com/techupdate/stories/main/0,14179,2832410,00.html + + + + +******************ELSEWHERE ON ZDNET!****************** + +Thrill your favorite techie with perfect presents at ZDNet Shopper. +http://cgi.zdnet.com/slink?166139 + +Ten tips to help you attain CRM ROI. +http://cgi.zdnet.com/slink?166140 + +Get the lowdown on all the different wireless LAN standards. +http://cgi.zdnet.com/slink?166141 + +Editors' Top 5: Check out the best gifts money can buy. +http://cgi.zdnet.com/slink?166142 + +Find out about standardizing C# in Tech Update's special report. +http://cgi.zdnet.com/slink?166143 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/430.","Message-ID: <30624982.1075862163455.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 09:49:48 -0800 (PST) +From: kirk.mcdaniel@enron.com +Subject: Re: Futures and Options Topics - Dutch Quigley +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: sheri.a.righi@accenture.com, Quigley, Dutch +X-cc: O'rourke, Tim , Frolov, Yevgeny , monica.l.brown@accenture.com, donald.l.barnhart@accenture.com, Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Team +Here are my comments on Options (See attachment below). + +We need examples of: +Cap (Call Option) +Floor +Collar + +In addition we need information on Financial option. + + +Accenture, in all the documents can we have roll over capabilities on the bold words and instead of Click here because time is of essence in our culture and having the learner have to go to the glossary or click for a pop up creates opportunities for disengagement. + + +" +"allen-p/deleted_items/431.","Message-ID: <22649719.1075862163478.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 08:40:20 -0800 (PST) +From: kirk.mcdaniel@enron.com +Subject: Re: Futures and Options Topics - Dutch Quigley +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: sheri.a.righi@accenture.com, Quigley, Dutch +X-cc: O'rourke, Tim , Frolov, Yevgeny , monica.l.brown@accenture.com, donald.l.barnhart@accenture.com, Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Team +Here are my comments on Futures. Very minor comments + + " +"allen-p/deleted_items/432.","Message-ID: <32361044.1075862163502.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 08:33:08 -0800 (PST) +From: kirk.mcdaniel@enron.com +Subject: Re: Organizational Structure Topic - Berney Aucoin +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: sheri.a.righi@accenture.com, Aucoin, Berney C. +X-cc: O'rourke, Tim , Frolov, Yevgeny , monica.l.brown@accenture.com, donald.l.barnhart@accenture.com, Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Team +Here are my comments on the subject Topic. + + + + + + " +"allen-p/deleted_items/433.","Message-ID: <8278735.1075862163526.JavaMail.evans@thyme> +Date: Sat, 24 Nov 2001 14:02:44 -0800 (PST) +From: kirk.mcdaniel@enron.com +Subject: Re: Risk Identification Topic - Kirk comments +Cc: k..allen@enron.com, tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com, tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: sheri.a.righi@accenture.com, McMichael Jr., Ed +X-cc: Allen, Phillip K. , O'rourke, Tim , Frolov, Yevgeny , monica.l.brown@accenture.com, donald.l.barnhart@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Team + + " +"allen-p/deleted_items/434.","Message-ID: <24038843.1075862163549.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 06:14:37 -0800 (PST) +From: c..aucoin@enron.com +To: kirk.mcdaniel@enron.com +Subject: RE: Organizational Structure Topic - Berney Aucoin +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: Aucoin, Berney C. +X-To: McDaniel, Kirk +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kirk + +I've added my comments.(See attached) + +Given Enron's current situation, can you give a status on this overall project? + +Thx + +Berney Aucoin + + + + -----Original Message----- +From: McDaniel, Kirk +Sent: Saturday, November 24, 2001 10:33 AM +To: sheri.a.righi@accenture.com; Aucoin, Berney C. +Cc: O'rourke, Tim; Frolov, Yevgeny; monica.l.brown@accenture.com; donald.l.barnhart@accenture.com; Allen, Phillip K. +Subject: Re: Organizational Structure Topic - Berney Aucoin + +Team +Here are my comments on the subject Topic. + + + + + + << File: Org Structure Topic_V1.doc Kirk Comment.doc >> " +"allen-p/deleted_items/435.","Message-ID: <25488440.1075862163573.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 14:50:30 -0800 (PST) +From: yevgeny.frolov@enron.com +To: k..allen@enron.com +Subject: Zero Option +Cc: tim.o'rourke@enron.com, brad.coleman@enron.com, kirk.mcdaniel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, brad.coleman@enron.com, kirk.mcdaniel@enron.com +X-From: Frolov, Yevgeny +X-To: Allen, Phillip K. +X-cc: O'rourke, Tim , Coleman, Brad , McDaniel, Kirk +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Phillip, + + +It will go along this lines: (Conservative) + +***************************************************** +We pay ""0"" going forward +We have already played 300K in 3Q2001 +Outstanding bill for $27,740 will hit Enron Q1, 2002 + +Enron and surviving entity will have the right to use it internally + +We value Enrons SME time @ around 300K + +Accenture will have the right to use it internally and modify the product at its will for internal & external use. + +This arrangement will void 900K Enrons Revenue from Accenture + +Enron would receive 0% royalty on all external sales. I was thinking to stay away from royalty as we do not know what will be new company position on this matter. Also, I do not think Accenture will want to enter into partnership structure with a ghost company unless we get Dinergy involved. + +*********************************************************************** + +If we do not reach the agreement: 1. Terminate and pay around 500-600k (estimate) The payment could be deferred in to 2Q 2002 or + 2. Continue ""as is"" with payment differed for 90 days or merger. + +We are sending Accenture official notice as of tomorrow we have 10 business days to workout solution or terminate. + +Any comments or suggestions? + + +Regards, + +Yevgeny + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, November 20, 2001 12:32 PM +To: Frolov, Yevgeny +Subject: RE: BRM Case & Options + +Yevgeny, + +Please send me an email describing the zero option so I can pass it along to the other SME's. + +Phillip + + -----Original Message----- +From: Frolov, Yevgeny +Sent: Monday, November 19, 2001 10:26 AM +To: Allen, Phillip K. +Cc: McDaniel, Kirk; Coleman, Brad; O'rourke, Tim +Subject: BRM Case & Options +Importance: High + +Phillip, + +I am following up to our BRM conversation from Friday. Obviously it is a valid questions to ask and as you requested I am attaching two documents: one summarizing the options and 2nd cash flow impact. In the cash flow impact Case 2 & 3 already account for additional cut of 100k from existing cost. (it comes from Expenses such as projected traveling 30K+Cut in Media 20K + Cut in sim exercises 50K) The cut in sim exercises need to be confirmed with you. A total of two sims could be cut one. Accenture will address this question tomorrow during the meeting. Also, I will ask them to cut the meeting by 10 min, thus we can go over the documents and can answer your questions. I am not sure what is Tim's schedule for tomorrow, but at least Kirk and myself will be around. + +Obviously cutting sims is not the best options but we are considering all alternatives at this time. We will continue to review how to cut labor and expenses. +One question that it would be good if you think about it before we meet is as follow. Is BRM ""core"" to the Enron for next few months or new organization? Please consider the costs of finishing this project. + + +Sincerely, + + +Yevgeny Frolov +713-345-8250 w + << File: BRM Cash Flow Cases.xls >> << File: BRM Contingency Numbers Rev3.xls >> " +"allen-p/deleted_items/436.","Message-ID: <28340245.1075862163596.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 11:10:59 -0800 (PST) +From: mery.l.brown@accenture.com +To: pallen@enron.com +Subject: Summary of Today's Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: donald.l.barnhart@accenture.com, kmcdani@enron.com, Frolov, Yevgeny +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +Here are the key points that came out of today's meeting: + +1. We will move Conversion and Arbitrage from the Simulation layer into the +Knowledge System layer. We will incorporate 5-10 problems of each type. + +2. You will provide us with the name(s) of people who can give us content +for these problems. We will set up two rounds of meetings; one early next +week to gather content and a second meeting for review. + +3. We will change ""Gas Daily Risk"" to ""Intra-Month Risk"" throughout the +simulation. Can you provide us with a definition of Intra-Month risk? + +4. Just to clarify: For conversion, we were planning to cover problems +where there is no perfect hedge so the learner has to find creative ways to +hedge, as opposed to conversion of mmBTU to decatherms, conversion of oil +volumes to natural gas volumes, etc. Is that what you had in mind too? + +Thank you in advance for your help. Have a great Thanksgiving. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/deleted_items/437.","Message-ID: <9348302.1075862163619.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 14:33:01 -0800 (PST) +From: software@mail01.unitedmarketingstrategies.com +To: pallen@enron.com +Subject: PHILLIP, Get FREE software from Sega, IBM, Disney & may more... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: software@mail01.unitedmarketingstrategies.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +PHILLIP, Free Software now available to you from Sega, IBM, Disney, +Simon & Schuster, Crayola and many others! + +You have been selected to receive unlimited free software programs from the biggest +publishers in the world. Click below to receive your free software programs today! + +Click here: http://www.freesoftwarepromotions.com/100012 +AOL Members Click Here + +All titles are full-version, CD-ROMs (not shareware or demos) that are currently +sold in retail outlets for as much as $50 each. + +Act today while supplies last! +So hurry up and take advantage of this (almost) too-good-to-be-true offer +by clicking on the link below! + +Yes, I want free software! +Click here: http://www.freesoftwarepromotions.com/100012 +AOL Members Click Here + +Brought to you by FreeSoftwarePromotions in conjunction with Sega TM, +IBM TM, Simon & Schuster TM and Crayola TM. + +______________________________________________________________________ +Below are just a few of the 1,000's of titles that are ALL FREE! +Visit our website to see more. + +American Heritage -History of the US +Bodyworks 6.0 +Chessmaster 5500 +Compton's Complete - Interactive Cookbook +Crayola Magic 3D Coloring +Deer Avenger! +Environmentally Safe Home +Food Lover's Encyclopedia +Future Cop - LAPD +House Beautiful 3D - +Interior Designer +Inside the SAT & ACT +Logic Quest +Math Invaders +Money Town +Nuclear Strike +Pink Panther +Pizza Pilots +Planetary Taxi +Reader Rabbit +Resumes That Work +Road Rash +Spellbound +SEGA Rally Championship +Simon & Schuster's New Millennium Encyclopedia +Smithsonian: Total Amazon +Think & Talk French +Tom Clancy's SSN - +Virtua Fighter +Virtua Squad +Virtual On Cybertrooper +Webster's New World Dictionary & Thesaurus +Weight Watcher's Light & Tasty Deluxe +World Book +Worldwide Soccer + + +Click here: http://www.freesoftwarepromotions.com/100012 +AOL Members Click Here + +_________________________________________________________________________ +PHILLIP, This email message may be a recurring mailing. +If you would like to be removed from the United Marketing Strategies +email announcement list, click on the link below (You may need to +copy and paste the link into your browser)click below: +http://mail01.unitedmarketingstrategies.com/remove/unsubscribe.html +Remove +__________________________________________________________________________" +"allen-p/deleted_items/438.","Message-ID: <15061950.1075862163643.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 06:21:43 -0800 (PST) +From: ashley.worthing@enron.com +To: k..allen@enron.com, randy.bhatia@enron.com, frank.ermis@enron.com, + carole.frank@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + keith.holst@enron.com, kam.keiser@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + matthew.lenhart@enron.com, ryan.o'rourke@enron.com, + jay.reitmeyer@enron.com, jay.reitmeyer@enron.com, + matt.smith@enron.com, p..south@enron.com, m..tholt@enron.com, + jason.wolfe@enron.com, ashley.worthing@enron.com, + biliana.pehlivanova@enron.com, monte.jones@enron.com +Subject: TRV Notification: (West VaR - 11/27/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Worthing, Ashley +X-To: Allen, Phillip K. , Bhatia, Randy , Ermis, Frank , Frank, Carole , Gay, Randall L. , Grigsby, Mike , Holst, Keith , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Lenhart, Matthew , O'Rourke, Ryan , Reitmeyer, Jay , Reitmeyer, Jay , Smith, Matt , South, Steven P. , Tholt, Jane M. , Wolfe, Jason , Worthing, Ashley , Pehlivanova, Biliana , Jones, Monte +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The report named: West VaR , published as of 11/27/2001 is now available for viewing on the website." +"allen-p/deleted_items/439.","Message-ID: <11575304.1075862163667.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 23:06:06 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: ANCHORDESK: Pressplay, MusicNet: Legal, but not for MP3 players +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +_____________________DAVID COURSEY_____________________ + +PRESSPLAY, MUSICNET: LEGAL, BUT NOT FOR MP3 PLAYERS + + This is so idiotic that I can't believe I'm + writing a column about it, but here goes: You + know those ""legal"" Napster sites the music + industry is creating? Well, throw away your + MP3 player, because it won't work with them. + Are these people nuts? + +http://cgi.zdnet.com/slink?/adeskb/adt1126/2827177:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + HOLIDAY WORM STRIKES... PCS W/DVD: HOT!... INTEL REVS UP... + + Think you've got the post-Thanksgiving + blues? Try snacking on a worm to go with + your leftovers. This weekend a computer + worm caught holiday-sated folks off + guard while they contemplated stuffing + instead of security. + +http://cgi.zdnet.com/slink?/adeskb/adt1126/2827208:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +John Morris and Josh Taylor + + WHAT TURNS US ON--AND OFF--ABOUT SATELLITE RADIO + + Looking for radio programming from coast + to coast? Check out satellite radio. Josh + and John tested the service on a recent cross-country + trip. Here's what they loved and hated. + + http://cgi.zdnet.com/slink?/adeskb/adt1126/2827174:8593142 + + + > > > > > + + +Stephan Somogyi + + WHY THE NEW POWERBOOK G4 IS A MAJOR FASHION VICTIM + + While Stephan's not a huge fan of the Titanium + PowerBook G4, he thought he should give the + newest model a try. What did he find? It sure + looks nice, but it still isn't the greatest + pro laptop out there. + + http://cgi.zdnet.com/slink?/adeskb/adt1126/2827149:8593142 + + + > > > > > + + +Preston Gralla + + STAY ON TOP OF IT! 3 FREE TOOLS THAT ORGANIZE YOUR + BUSY LIFE + + Don't let the holiday season rush get to you. + Preston shows you how to take control of your + hectic schedule with programs that manage + your appointments, contacts, and gift lists, + and even help you send out holiday cards. + + http://cgi.zdnet.com/slink?/adeskb/adt1126/2827127:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +DON'T MISS ZDNET'S HOLIDAY GIFT GUIDE +http://chkpt.zdnet.com/chkpt/adeskclicks/http://www.zdnet.com/special/holiday2001/index.html + +DRIVE FAST WITH A SPEEDY PHILIPS CD-R/RW +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/products/stories/overview/0,8826,531878,00.html + +WILL SUN BE THE ONE FOR WEB SERVICES? +http://www.zdnet.com/techupdate/stories/main/0,14179,2823421,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Check out the season's best tech gear in our Holiday Gift Guide! +http://cgi.zdnet.com/slink?164489 + +Get the latest enterprise application news, reviews and analysis. +http://cgi.zdnet.com/slink?164490 + +Browse this week's top 50 tech products at ZDNet Shopper. +http://cgi.zdnet.com/slink?164491 + +PCs, notebooks, PDAs, and more -- find perfect gifts for everyone. +http://cgi.zdnet.com/slink?164492 + +Does your career need a jumpstart? View over 90,000 job listings. +http://cgi.zdnet.com/slink?164493 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/44.","Message-ID: <1545175.1075855375966.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 17:16:31 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 52 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/440.","Message-ID: <31096578.1075862163689.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 21:23:19 -0800 (PST) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Jane M Tholt +Report Name: November 21, 2001 +Days In Mgr. Queue: 5 +" +"allen-p/deleted_items/442.","Message-ID: <19613227.1075862163735.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 15:22:12 -0800 (PST) +From: gift@amazon.com +To: pallen@enron.com +Subject: Free Shipping Ends December 4--Shop Today +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] + + +[IMAGE] +[IMAGE] [IMAGE] +[IMAGE] + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Search Amazon.com for: + + + We hope you enjoyed receiving this message. However, if you'd rather not receive future e-mails of this sort from Amazon.com, please visit the Help page Updating Subscriptions and Communication Preferences and click the Customer Communication Preferences link. Please note that this e-mail was sent to the following address: pallen@enron.com + + +[IMAGE]" +"allen-p/deleted_items/443.","Message-ID: <768737.1075862163758.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 07:45:20 -0800 (PST) +From: customerservice@chaseplatinum.po-1.com +To: pallen@enron.com +Subject: You are pre-approved for a Chase Platinum MasterCard +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""The Chase Manhattan Bank"" @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + + +[IMAGE] +You are receiving this offer as a member of the itsImazing Network. If you prefer not to receive future messages, please scroll to the bottom of this message and follow the instructions. + + + +[IMAGE] + +Chase Platinum MasterCard + + +[IMAGE] + +Phillip Allen,[IMAGE] + +[IMAGE] + + You are ""Pre-Approved"" for a Chase Platinum MasterCard. Just click here to apply for your card. + +Then wherever you go on the World Wide Web, you'll carry great online benefits, like: + + +[IMAGE] + + + + + + + To apply for your card, click +on the button below. + [IMAGE] +[IMAGE] +[IMAGE] + + +[IMAGE] + +[IMAGE] + + + +0.00% Introductory APR on balance transfers for up to twelve months* +[IMAGE] + +Internet Shopping Guarantee - Shop online without the risk +[IMAGE] + +Access your credit card account online . . .free. Its fast, easy and secure +[IMAGE] + +Free ChaseCompanionSM?? e-Wallet - a convenient way to shop online. Securely store your addresses, credit cards, and passwords. Automatically fills in forms at checkout. You'll even get money-saving discounts and exclusive offers. + + + +[IMAGE] + + + + +[IMAGE] +We've made it easy to apply. Just click on the ""Apply Now"" button below. But be sure to respond before December 28, 2001. + + +[IMAGE] +[IMAGE] + +[IMAGE] + +*[IMAGE] +See Notice , Summary of Terms and Additional Disclosures for information regarding this offer. +?? +ChaseCompanion e-Wallet given to approved accounts that originate from an online application. + + +Copyright 2001. Chase Manhattan Bank USA, NA. All rights reserved. + + + + +If you would prefer not to receive future messages, click here . + + +[IMAGE] + + +[IMAGE] +[IMAGE] " +"allen-p/deleted_items/444.","Message-ID: <1722989.1075862163783.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 17:18:13 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 34 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/445.","Message-ID: <808148.1075862163810.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 16:17:10 -0800 (PST) +From: geninfo@state-bank.com +Subject: How do I eat crow and still make it tasty??????? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Christina M. Kirby"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +To all of our esteemed & prized Internet Banking (IBS) Clients: + +You probably have begun to wonder does anyone ever return phone calls +(or e-mails). We really do but have been holed up trying to complete +this project ASAP. We knew that this might upset some clients, but we +found that this is the quickest way to fix this problem and get our +users back on-line. + +We have finalized the movement of your customer account #s and re-linked +your additional accounts back to your primary Login ID (Acct #). This +process was more daunting than we anticipated and having to verify 1100 +IBS users and account #s (to insure your data integrity and +confidentiality) was even more grueling than expected. After verifying +data and Login IDs, we believe that we are on the right track. Some of +you (our IBS clients) might notice your accounts displayed more than +once or additional accounts displayed that you may (or may not) want +displayed on your IBS screen. Should this be the case, please e-mail (or +phone) the information to us and we will remove this information right +away. + +To our IBS Billpayer clients: + +During this process, we seem to have misplaced (blown away) your bill +payment information (particularly anyone that has [had] reoccurring +payments scheduled to process on particular days). This has become our +highest priority to retrieve this information, thus alleviating the +process of having to request that our IBS Billpayers re-enter this +information. We are going to waive all bill payment charges for the +months of November & December, 2001 to try and regain your confidence +(and support). + +Again, we deeply express our regrets and hope that we (yourselves and +ourselves) do not have to go through this process again. Should you be +one of our IBS clients that still has not gained access to your account +information, please refer to the following information: + +1) You have entered your password incorrectly (or what you thought was +the correct password) and been given the error message ""You have failed +to correctly login three times today; please try again tomorrow, or +contact the bank at 830-379-5236 to have your password reset."" This is +the easiest problem to correct and we can fix this one quickly with you +online (on the phone or by e-mail [our preferred method]). Should you +receive this message, please call our Computer Department and ask for +either myself (Howard Gordon) @ 830-401-1185, Christina Kirby @ +830-401-1189, or Lora Robles @ 830-401-1182. If you reach our voice mail +(or another employee), please leave your Name, Account # and call back +#. + +2) You are not using the last six (6) digits of your ssn# (this is the +ssn# or tin# of the primary account holder). Please try again using the +last six (6) digits, or call us to determine who we have recorded as the +primary account holder. Since we have released these accounts for IBS +access, you will have to again use the last six (6) digits of your ssn# +(this is the ssn# or tin# of the primary account holder), then you will +be directed to a screen that asks for information such as: + +Name +Address +City, State Zip+4 +Phone # +E-Mail Address + +After entering this information and clicking submit, you will then be +instructed to change your password to anything that you desire (you can +at this point change your password back to what it was before). Always +remember that your password is case sensitive. + +Again we want to thank you for your patience through this (trying) +ordeal, and we look forward to serving your IBS needs in the future. + +Sincerely, + +Howard Gordon +Network Manager + + - geninfo.vcf " +"allen-p/deleted_items/446.","Message-ID: <26558429.1075862163836.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 08:25:36 -0800 (PST) +From: sheri.a.righi@accenture.com +To: kirk.mcdaniel@enron.com +Subject: RE: Updates to our Video Production Timeframes and Scope +Cc: michelle.cash@enron.com, k..allen@enron.com, tim.o'rourke@enron.com, + yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michelle.cash@enron.com, k..allen@enron.com, tim.o'rourke@enron.com, + yevgeny.frolov@enron.com +X-From: sheri.a.righi@accenture.com@ENRON +X-To: McDaniel, Kirk +X-cc: Cash, Michelle , Allen, Phillip K. , O'rourke, Tim , Frolov, Yevgeny , donald.l.barnhart@accenture.com, ann.s.chen@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Kirk - My update was regarding storyline video with actors/actresses. Enron +Legal is now reviewing the scripts we will need for this video shoot. + +This timeframe communicated below is NOT applicable for the Enron experts +who will be filming expert stories. The video shoots for the Enron Expert +Stories will be held December 10th and 11th and Ann Chen will be working on +this (I have forwarded her your response below). However, I agree with your +comment to Phillip. We need to identify these additional Enron experts to +be filmed as soon as possible. + +Sorry for the confusion and again, thanks for your help. + + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + + + Kirk.McDaniel@enron.c + om To: Michelle.Cash@enron.com, Phillip.K.Allen@enron.com, + Tim.O'Rourke@enron.com, Yevgeny.Frolov@enron.com, Sheri A. + 11/27/2001 11:10 AM Righi/Internal/Accenture@Accenture + cc: + Subject: RE: Updates to our Video Production Timeframes and Scope + + + + + +Team +FYI + +Sheri +The 3 SME's that have already committed to being on film need to be keep in +the lope regarding the timeline. Also check with these 2 SME's for +additional candidates (i.e. check with Mark Reese to see if Lamar Frazier +would be interested). I would like to be conferenced in on the media calls +& meetings. Also cc me on their emails or forward to me their emails. +This will keep me in the loop. Thanks + +Phillip +If you have some additional people in mind, we need them identified as soon +as possible. Thanks + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/27/2001 +10:04 AM --------------------------- + + +sheri.a.righi@accenture.com on 11/27/2001 09:09:46 AM + +To: kmcdani@enron.com +cc: donald.l.barnhart@accenture.com +Subject: RE: Updates to our Video Production Timeframes and Scope + + +Kirk - + +Thank you for helping us work towards sign-off from Enron Legal. Seeing as +you haven't been closely involved, I thought you'd like an update on our +media production tasks. + +As you know, we are completing our planning phase for the production of the +storyline scripts. Our media vendor, Cramer, has been extremely helpful and +enjoyable to work with. Below is an email from Steve, the director for our +storyline video, explaining where we are in the production process. + +Have a good day! + + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +----- Forwarded by Sheri A. Righi/Internal/Accenture on 11/27/2001 09:05 AM +----- + + Steve Johnson + cc: Chris Ciotoli + + Subject: RE: Updates to +our Video Production Timeframes and Scope + 11/26/2001 11:27 AM + + + + + + +Hey Sheri, +I hope you had a great Thanksgiving! I can't believe it's over +already! Anyway...we've shuffled the schedule around, securing the 6th and +7th of +December for the shoot in the studio. We're working on finalizing the +edit dates to reflect that shift. Chris is moving to hold all talent for +those dates. + +I guess it's now in the hands of legal! As soon as we confirm the edit +suite +availability +we'll revise and post the new schedule. We're scheduled for our weekly call +tomorrow but if +anything comes up just give me a buzz! +Thanks Sheri! +Steve + + +-----Original Message----- +From: sheri.a.righi@accenture.com [mailto:sheri.a.righi@accenture.com] +Sent: Wednesday, November 21, 2001 1:42 PM +To: SJohnson@crameronline.com; CCiotoli@crameronline.com +Cc: mery.l.brown@accenture.com; donald.l.barnhart@accenture.com; +jonathan.o.stahl@accenture.com +Subject: Updates to our Video Production Timeframes and Scope + + +Hello Steve and Chris - + +Recently, there were changes to the overall number of our scenarios in our +simulation. There will be seven scenarios versus the nine we have been +discussing. These changes result in: + Deletion of 2 intro and 2 exit videos + Deletion of six interview questions (see more detail below) + No additional characters. We will still need all characters (and + talent) that we have casted for. + +Laura has been working with John to make the required edits to the scripts. +We have recieved today (mid-day). + +Based on our last discussion, I'd like to recommend we set the date for our +shoot for the end of the first week in Dec. Specifically, Dec. 6th and 7th. +This recommendation is based on the response I received from our project +manager in regards to the time it will take to have Legal review our +scripts. + +Please let me know if you have any questions. Thank you and have a +wonderful Thanksgiving! + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +----- Forwarded by Sheri A. Righi/Internal/Accenture on 11/21/2001 01:30 PM +----- + + + Laura A. de la Torre + + To: Mery L. +Brown/Internal/Accenture@Accenture, Sheri A. + 11/20/2001 05:35 PM Righi/Internal/Accenture@Accenture + + cc: + + Subject: Conversion and +Arbitrage Q&A + + + + + +These are the changes resulting from omitting conversion and arbitrage + +From Scenario 6 Conversion: + +-delete Q # 1, 2, 6 +-move Q #3 to scenario 5 (power plant) and make the Q be for the financial +trader, Garcia +-move Q #4 and #5 to scenario 9 (storage) and make them be for the +structurer, Chen + +From Scenario 7 Arbitrage: + +-delete Q #1, 2, 3 +-move Q#4 to scenario 9 (storage) and keep it as a Q for the physical +trader (Rick Lee) + + + + + +Laura de la Torre +Accenture +Resources +Houston, Texas +Direct Dial 713.837.2133 +Octel 83 / 72133 + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + + + + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of +the intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or +reply to Enron Corp. at enron.messaging.administration@enron.com and delete +all copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** + + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/deleted_items/447.","Message-ID: <26463785.1075862163860.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 11:00:09 -0800 (PST) +From: kathryn.sheppard@enron.com +To: cooper.richey@enron.com, chris.gaskill@enron.com, mike.grigsby@enron.com, + david.ryan@enron.com +Subject: Portland Fundamental Analysis Strategy Meeting Info +Cc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +X-From: Sheppard, Kathryn +X-To: Richey, Cooper , Gaskill, Chris , Grigsby, Mike , Ryan, David +X-cc: Lavorato, John , Zufferli, John , Allen, Phillip K. , Heizenrader, Tim +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + PLEASE NOTE: Call-in information will change weekly. + +The call-in information for the Tuesday Portland Fundamental Analysis Strategy Meeting is as follows: + + + Date: Tuesday, 11/27/01 + Time: 1:00 p.m. (PST) + + Dial In Number: 888-380-9636 + Participant Code: 445270 + + +If you have any questions, please contact Kathy Sheppard at 503-464-7698. + +Thanks. +" +"allen-p/deleted_items/448.","Message-ID: <12840380.1075862163884.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 12:06:55 -0800 (PST) +From: tim.heizenrader@enron.com +To: john.lavorato@enron.com, k..allen@enron.com, john.zufferli@enron.com, + mike.grigsby@enron.com +Subject: West Power Briefing +Cc: tim.belden@enron.com, mike.swerzbin@enron.com, cooper.richey@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.belden@enron.com, mike.swerzbin@enron.com, cooper.richey@enron.com +X-From: Heizenrader, Tim +X-To: Lavorato, John , Allen, Phillip K. , Zufferli, John , Grigsby, Mike +X-cc: Belden, Tim , Swerzbin, Mike , Richey, Cooper +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Charts for today's briefing are attached:" +"allen-p/deleted_items/449.","Message-ID: <19720871.1075862163906.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 08:31:11 -0800 (PST) +From: david.oxley@enron.com +To: k..allen@enron.com +Subject: Answer +Cc: greg.whalley@enron.com, mary.joyce@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: greg.whalley@enron.com, mary.joyce@enron.com +X-From: Oxley, David +X-To: Allen, Phillip K. +X-cc: Whalley, Greg , Joyce, Mary +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +For purposes of an accelerated distribution from the PSA, a ""single sum distribution,"" in Section 6.2 means that a PSA account is distributed all at once, as distinguished from another form of payout as may have been selected by a participant in his or her deferral agreement. + +Section 6.2 is clear in that the account balance shall be determined as of the last day of the month preceding the date on which the Committee receives the written request of the Participant. A PSA account balance is reflected in shares of stock since the form of distribution is shares of stock. + +Additionally, any portion of a PSA balance attributable to deferral of restricted stock is administered under Sections 3.5 and 3.6 and Exhibit A of the Plan. This section is applicable now as we are accelerating the distribution of PSA balances created with deferrals of restricted stock. The Plan indicates that upon death, disability, retirement or termination, the share units are converted to shares which are issued to the executive according to the payment election made by the executive at the time of the deferral election. + + Therefore the distribution you will receive in shares is correct and we do not agree with your interpretation of the plan. +" +"allen-p/deleted_items/45.","Message-ID: <32182664.1075855375988.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 14:30:49 -0800 (PST) +From: e-mail.center@wsj.com +To: business_alert@listserv.dowjones.com +Subject: NEWS ALERT: Argentina's President Resigns +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: BUSINESS_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +__________________________________ +BUSINESS ALERT +from The Wall Street Journal + + +Dec. 20, 2001 + +Argentina's president resigned, a high-ranking official said. The end of De +la Rua's two-year term, amid violent reaction to his handling of a deepening +financial crisis, came hours after the country's economy minister stepped +down. + +For more information, see: +http://interactive.wsj.com/articles/SB1008839567321991160.htm + + +__________________________________ +ADVERTISEMENT + +In touch. Any time. Anywhere. With Lotus Wireless Solutions, +you can stay connected via cell phones, PDAs and other wireless devices. +Collaborate more efficiently to make time-critical decisions, respond +to customer needs faster and eliminate ""downtime."" +Click for special offers. + +http://www.lotus.com/informedmw + +__________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: + + +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Business News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/450.","Message-ID: <31556025.1075862163936.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 19:21:47 -0800 (PST) +From: pallen70@hotmail.com +To: pallen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""phillip allen"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +Get your FREE download of MSN Explorer at http://explorer.msn.com + - DESIGNSELECTIONS_DyalRoberts.doc " +"allen-p/deleted_items/451.","Message-ID: <770209.1075862163959.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 12:22:12 -0800 (PST) +From: mery.l.brown@accenture.com +To: pallen@enron.com +Subject: Summary of Today's Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: donald.l.barnhart@accenture.com, kmcdani@enron.com, Frolov, Yevgeny +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +Thank you for meeting with us today. I want to take a few minutes to +summarize the decisions that came out of our meeting. + +1. Feedback Approach: We will incorporate the ideas and suggestions you +gave us and move forward with this approach. + +2. SME Review of Knowledge System Topics: When the time comes for Topics +reviews, we will send you the name of the SME who is responsible for +sign-off on each topic. + +3. Conversion and Arbitrage Problems: We will brainstorm ways to +incorporate more problems without going over our 4-6 hour target. We will +meet with you next Tuesday at 10:00 to review the problems as we've +designed them so far and arrive at a solution. (I will send an e-mail +Monday with the room number.) + +Have a good weekend. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/deleted_items/452.","Message-ID: <26448449.1075862163983.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 10:07:13 -0800 (PST) +From: greg.whalley@enron.com +To: k..allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Whalley, Greg +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Wow! this looks complicated. let me get some help on this and get back to= + you + + + + -----Original Message----- +From: =09Allen, Phillip K. =20 +Sent:=09Friday, November 16, 2001 8:38 AM +To:=09Whalley, Greg; Lavorato, John +Subject:=09FW:=20 + + +Greg, + +After making an election in October to receive a full distribution of my de= +ferral account under Section 6.3 of the plan, a disagreement has arisen reg= +arding the Phantom Stock Account. =20 + +Section 6.3 states that a participant may elect to receive a single sum dis= +tribution of all of the participant's deferral accounts subject to a 10% pe= +nalty. This provision is stated to be notwithstanding any other provision = +of the plan. It also states that the account balance shall be determined a= +s of the last day of the month preceding the date on which the committee re= +ceives the written request of the participant. In my case this would be as= + of September 30th. I read this paragraph to indicate a cash payout of 90%= + of the value of all deferrals as on September 30, 2001. The plan administ= +rators, however, interpret this paragraph differently. Their reading yield= +s a cash payout of 90% of the value for deferrals other than the Phantom St= +ock Account, which they believe should be paid with 90% of Enron Corp. sha= +res in the account as of September 30, 2001. Their justification is that i= +n several places throughout the plan document and brochures it is stated th= +at the distributions of the Phantom Stock Account shall be made in shares o= +f Enron Corp. common stock. + +There are two reason that I do not agree with their interpretation. First,= + section 6.3 begins with ""notwithstanding any other provision of the Plan.= +"" This indicates that any other payout methodologies described in other se= +ctions of the plan which deal with normal distribution at termination do no= +t apply. Second, the language in section 6.3 stating ""a single sum distrib= +ution of all of the Participant's deferral accounts"" indicates that one pay= +ment will be made not a cash payment separate from a share distribution. + +The interpretation of the administrators goes beyond section 6.3. If that = +is the case then section 7.1 should apply. This section does provide for t= +he Phantom Stock Account to be paid in shares. However, it states ""The val= +ue of the shares, and resulting payment amount, will be based on the closin= +g price of Enron Corp. common stock on the January 1 before the date of pay= +ment, and such payment shall be made in shares of Enron Corp common stock"".= + This would result in approximately 8.3 shares to be distributed for every= + share in the account on January 1, 2001. Although this would be the most = +beneficial to the participants due to the decline of the value of Enron Cor= +p. common stock from $83 to $10 per share, this methodology goes beyond se= +ction 6.3. + +The calculations below illustrate the difference in the value and method of= + distribution under each of the three interpretations: + + + + +Section 6.3=09=09Plan Administrators=09=09Section 7.1 + +Number of shares=09=096,600=09shares=09=096,600=09shares=09=09=096,600 shar= +es +Relative share price=09=09$27.23=09=09=09=09=09=09=09$83.13 +Phantom Stock Value=09=09$179,718=09=09=09=09=09=09$548,658 +10% Penalty=09=09=09-17,972=09=09=09 -600=09=09=09=09-54,866 +Value to be distributed=09=09$161,746=09=096,000 shares=09=09=09$493,792 +Current stock price=09=09=09=09=09=09=09=09=09$10 +Distribution=09=09=09$161,746=09=096,000 shares=09=09=0949,379 shares + +I believe my interpretation under section 6.3 is correct and fair. If the = +administrators insist on distributing shares instead of cash then section 7= +.1 should apply. The current interpretation of the plan administrators is = +a hybrid between the two sections resulting in the lowest possible payout. = + =20 + +In addition to myself, Tom Martin, Scott Neal, and Don Black are facing the= + same issue. I would appreciate your review and consideration of this matt= +er. + +Sincerely, + + +Phillip Allen =20 +=09=09=09=09=09=09=09=09=09=09" +"allen-p/deleted_items/453.","Message-ID: <23536814.1075862164055.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 13:17:16 -0800 (PST) +From: ryan.o'rourke@enron.com +To: k..allen@enron.com, eric.bass@enron.com, frank.ermis@enron.com, + l..gay@enron.com, mike.grigsby@enron.com, mog.heu@enron.com, + keith.holst@enron.com, jason.huang@enron.com, kam.keiser@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + stephanie.miller@enron.com, ryan.o'rourke@enron.com, + jay.reitmeyer@enron.com, susan.lindberg@enron.com, + matt.smith@enron.com, p..south@enron.com, m..tholt@enron.com, + houston <.ward@enron.com>, mark.whitt@enron.com, + jason.wolfe@enron.com +Subject: TRV Notification: (West NG Prices - Basis - 11/27/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: O'Rourke, Ryan +X-To: Allen, Phillip K. , Bass, Eric , Ermis, Frank , Gay, Randall L. , Grigsby, Mike , Heu, Mog , Holst, Keith , Huang, Jason , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Miller, Stephanie , O'Rourke, Ryan , Reitmeyer, Jay , Lindberg, Susan , Smith, Matt , South, Steven P. , Tholt, Jane M. , Ward, Kim S (Houston) , Whitt, Mark , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The report named: West NG Prices - Basis , published as of 11/27/2001 is now available for viewing on the website." +"allen-p/deleted_items/454.","Message-ID: <10046314.1075862164077.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 12:56:45 -0800 (PST) +From: tim.o'rourke@enron.com +To: k..allen@enron.com +Subject: BRM module +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: O'rourke, Tim +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I know that Yevgeny has been keeping you upto speed with the options we have on the BRM deal. We have Accenture exploring the Zero option, as well as other restructuring choices. As I'm sure you know, we will be in a better position to make a definite choice, next week. + +If you have any questions, do call. + +Tim" +"allen-p/deleted_items/455.","Message-ID: <2501591.1075862164099.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 15:33:45 -0800 (PST) +From: mery.l.brown@accenture.com +To: pallen@enron.com +Subject: Wednesday Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I will get a room for our Wednesday 10:00 meeting and e-mail you with the +room number. FYI, our goal is to discuss the expert path (best answers) for +the storage problem and to ask you some specific questions regarding +storage. + +Also, if you have time, could you send me a definition of Intra-Month Risk? + +Thank you for your help. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/deleted_items/46.","Message-ID: <30154145.1075855376012.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 07:55:40 -0800 (PST) +From: txreport@skippingstone.com +To: k..allen@enron.com +Subject: New Texas Power Markets Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""txreport@skippingstone.com"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +[IMAGE] +To help celebrate the season, Skipping Stone is happy to offer you +a special limited time discount on our Deregulation of Texas Power Markets Report. + Order your report todayfor $100 off the regular price of $995 any time before December 28th. +The newly updated Texas Report has all the facts on the Texas Power Market in one clear and coherent 100+ page report. + Detailed Legislative Summary + Comprehensive and Up-to-date Market Rules +Description of the Wholesale Markets +ERCOT Rules and Participation Requirements +Price to Beat and POLR Decisions and Opportunities +Complete Economic and Market Analyses +How to Work Within the Infrastructure +Comprehensive Review of the Pilot Program +The Latest Revised Market Participant Analysis +Key Contacts Information +And Much More! + This Report will provide the information needed to decide whether and how to enter the Texas market and to develop a +business plan for market entry and to develop and market products. Once purchased, you will have +up to 30 minutes of accessto Skipping Stone's experts to askany questions youmay have. + Visit: http://www.skippingstone.com/product/txreport.htm or call 888-792-2592 +for more information or to take advantage of this special offer! + +This offer is good through 12/28/01. The Report will be delivered electronically in a PDF format. +Each report is uniquely identified with an embedded identification number. Unauthorized copying, electronically or otherwise, +of the report is a violation of federal law. Skipping Stone offers a site license for up to ten copies for $4,595. " +"allen-p/deleted_items/47.","Message-ID: <28142148.1075855376035.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 13:49:00 -0800 (PST) +From: john.lavorato@enron.com +To: k..allen@enron.com +Subject: RE: Chase Backtest +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +no + + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, December 17, 2001 4:58 PM +To: Lavorato, John +Subject: FW: Chase Backtest + + + + -----Original Message----- +From: Hayden, Frank +Sent: Monday, December 17, 2001 4:54 PM +To: Allen, Phillip K. +Cc: Gossett, Jeffrey C.; White, Stacey W. +Subject: FW: Chase Backtest + +Attached is the file I'm proposing to send to Chase with suggested wording. To eliminate ""Chase"" from using data to ""back-in"" to pnl, we deleted all up days, and forwarded out corrected data, per files received from Jeff and Stacey. + +Please review and provide feedback. Additionally, if you are comfortable with data, please authorize its release. + +Thanks +Frank + + + << File: EnronVaRCurveShiftRevised.12.17.01.xls >> + + +""Steve + +Following on from our discussion concerning the back testing data, we have re-checked the underlying data with our middle office. There were some errors in your file which we have now corrected, and for clarity, included losses in the backtest file, since these are what we consider in the backtest process. + +I trust this helps - let us know if you need anything further + +Regards"" +" +"allen-p/deleted_items/48.","Message-ID: <1809234.1075855376059.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 12:21:38 -0800 (PST) +From: stephanie.sever@enron.com +To: k..allen@enron.com, scott.neal@enron.com, john.arnold@enron.com +Subject: Follow up: New Company - Online Trader Access (Stack Manager & + Website) +Cc: lisa.lees@enron.com, jennifer.denny@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: lisa.lees@enron.com, jennifer.denny@enron.com +X-From: Sever, Stephanie +X-To: Allen, Phillip K. , Neal, Scott , Arnold, John +X-cc: Lees, Lisa , Denny, Jennifer +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +Please populate the attached worksheets(Stack & Website) for EAST, WEST & FINANCIAL Gas Trader Access and return to me once complete. Let me know if you have any questions. + + +Thank you +Stephanie Sever x33465 + + -----Original Message----- +From: Sever, Stephanie +Sent: Monday, December 17, 2001 10:20 AM +To: Allen, Phillip K.; Arnold, John; Martin, Thomas A.; Neal, Scott; Shively, Hunter S. +Cc: Lees, Lisa; Denny, Jennifer +Subject: New Company - Online Trader Access (Stack Manager & Website) + +Please populate the attached worksheets for Stack Manager & Website Access. I have added the Gas product types and a drop down for each user/product type to populate with READ, EXECUTE or NONE. For READ ONLY Website ID's, additional population is NOT necessary. Please add or remove names as necessary and return to me once complete. Let me know if you have any questions. + + +Thank you, + +Stephanie Sever +EnronOnline +713-853-3465" +"allen-p/deleted_items/49.","Message-ID: <7492014.1075855376081.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 11:05:51 -0800 (PST) +From: cpa@oihost.net +To: pallen@enron.com +Subject: PHILLIP, Here's Your Holiday Gift -- A Free Cell Phone! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: AT&T Wireless and WorldCom Wireless @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + index6 + [IMAGE] + [IMAGE] [IMAGE] [IMAGE] Co dee Enter Your Area Code Enter Your Zip Code [IMAGE] [IMAGE] [IMAGE] [IMAGE] Privacy Policy + +[IMAGE] + +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ This email is not sent unsolicited. This is an XciteMail mailing! This message is sent to subscribers ONLY. The e-mail subscription address is: pallen@enron.com To unsubscribe please click here. or Send an email with remove as the subject to remove@opthost.com +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ 08943A37-C26C-43AE-897A-13856DF90795 + + " +"allen-p/deleted_items/5.","Message-ID: <22599298.1075855374456.JavaMail.evans@thyme> +Date: Fri, 28 Dec 2001 09:04:54 -0800 (PST) +From: announcements.enron@enron.com +To: dl-ga-all_enron_houston_employees@enron.com +Subject: Metro Bus Passes and Woodlands Express Passes Available Effective + Friday, December 28, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron General Announcements +X-To: DL-GA-all_enron_houston_employees +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +Enron employees not participating in contract parking are eligible to receive Metro Bus Passes or Woodlands Express Passes. You may pick up a bus pass from the Parking & Transportation Desk, on Level 3 of the Enron Building, from 8:30 AM to 4:30 PM. + + +All Metro passes offered through the Enron Parking & Transportation desk will be the Metro 30 Day Zone Pass. When you use a 30-day zone pass, bus service is divided into four zones w/ unlimited rides. The zone pass is time activated, which means that it will not become active until the first time it is used and will not expire until 30 days after it was used for the first time. New passes will be available to Enron employees upon expiration of the 30 day time period. Each zone does have a different fare values based on the distance the bus travels. This is important to any buser who wants to transfer to or travel in a higher-cost zone than the zone pass they have, in this case the difference must be paid in cash. If they are traveling in a lower cost zone, then there is no extra cost. + +Parking & Transportation Desk +3-7060" +"allen-p/deleted_items/50.","Message-ID: <22066774.1075855376103.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 08:43:22 -0800 (PST) +From: e-mail.center@wsj.com +To: tech_alert@listserv.dowjones.com +Subject: TECH ALERT: The Year in Technology 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: TECH_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +__________________________________ +TECHNOLOGY ALERT +from The Wall Street Journal + + +Thursday, Dec. 20, 2001 + +A long slump battered technology companies this year, but the Internet's +role in everyday life continued to grow. See how stocks performed, check out +the key Internet metrics, and read how one neighborhood used the Net as a +lifeline after Sept. 11. Also, click around our interactive timeline and +vote for the top story of 2001. + +See more at: +http://interactive.wsj.com/pages/technology2001-6.htm + +Vote for the top tech story at: +http://discussions.wsj.com/n/mb/message.asp?webtag=wsjvoices&msg=2255 + + +__________________________________ +ADVERTISEMENT + +Electronic Bill Presentment and Payment (EBPP) are +critical components of your e-business strategy. +Find out how powerful electronic EBPP/eSP capabilties +of IBM Content Manager OnDemand enable these technologies. +Content Manager onDemand is an essential component of high +customer satisfaction. Visit + +http://www.ibm.com/software/info/visitor/db2/enewsletter/45 + +_________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/51.","Message-ID: <32695154.1075855376126.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 06:35:31 -0800 (PST) +From: promo@info.iwon.com +To: pallen@enron.com +Subject: Phillip, it's trivia time!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Monthly Bonus Prize@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +[IMAGE] + Hey, Phillip - it's trivia time! Think you know TV? Take the iWon TV Trivia Challenge - once you've answered the question, you'll be eligible to win the Home Cinema System valued at $3,500. (Nothing trivial about that!) [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Good luck! - The iWon Team [IMAGE] [IMAGE] No Purchase Necessary For Sweepstakes Subject To Official Rules Forgot your member name? It is: PALLEN70 Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. [IMAGE] +" +"allen-p/deleted_items/52.","Message-ID: <20084030.1075855376151.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 23:01:00 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: ANCHORDESK: Why the idea of an ID chip makes my skin crawl +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +WHY THE IDEA OF AN ID CHIP MAKES MY SKIN CRAWL + + Dogs, cats, and cows have them now, so how long + could it be before a surgically inserted ID + chip comes to people? In the case of the new + VeriChip, the answer is how long it takes for + the FDA to approve it. This is an example of + a technology that could help some people--but + hurt lots of others, too. Let me explain why + the VeriChip should give you shivers, too. + + +http://cgi.zdnet.com/slink?/adeskb/adt1220/2833893:8593142 + + PLUS: ANCHORDESK RADIO: IS THE FREE WEB DEAD? + +http://cgi.zdnet.com/slink?/adeskb/adt1220/2833892:8593142 + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + XP HEATING UP?... DON'T COPY THAT CD!... 'NEW YEAR' WORM +HITS... + + How's Windows XP doing? Not so hot on + the retail front. But that doesn't mean + it's going to be a flop. Judging by license + sales to PC makers and businesses--a + better measure of an operating system's + success--XP may become Microsoft's + best-selling OS yet. + +http://cgi.zdnet.com/slink?/adeskb/adt1220/2833900:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Robert Vamosi + + WANT BETTER WORKPLACE SECURITY? 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On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/53.","Message-ID: <28270858.1075855376173.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 19:25:16 -0800 (PST) +From: arsystem@mailman.enron.com +To: approval.eol.gas.traders@enron.com +Subject: Request Submitted: Access Request for jean.mcfarland@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: approval.eol.gas.traders@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +You have received this email because you are listed as a security approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000079825&Page=Approval to review and act upon this request. + + + + +Request ID : 000000000079825 +Request Create Date : 12/19/01 9:25:15 PM +Requested For : jean.mcfarland@enron.com +Resource Name : ICE - External Intercontinental Exchange US Natural Gas +Resource Type : Applications + + + +" +"allen-p/deleted_items/54.","Message-ID: <17559022.1075855376197.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 12:59:43 -0800 (PST) +From: members@realmoney.com +To: members@realmoney.com +Subject: Uncover Profit in Today's Tech Market! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: members@realmoney.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +Get the information you need on tech stocks from TheStreet.com's +Scott Moritz before other investors know what's going on! 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As an exclusive member, you'll be entitled to these +member benefits: + +*** An exclusive investigative report sent by email every other +Tuesday, giving you the inside story on tech stocks and what's +going on in the tech sector. + +*** Top-10 lists of tech stocks, such as the attractive tech +stocks with low P/E ratios, best telecom picks and +10 tech stocks to dump now and more! + +*** Special email reports when there are breaking developments in +the tech sector that might require action and can't wait for the +regular bi-weekly reports. + +*** Answers to important questions from readers about tech +investing strategy that can help you become a better investor. + +*** Bonus Report - 4 Little-Known Facts That Will Affect Your Tech +Investments In 2002. This report will provide you with the kind of +information you need to succeed when investing in tech stocks +in today's market. + +*** Bonus Report - Tech Investing in 2002: 2 Winners and +2 Losers. This report is a must-have for investors interested in +tech stocks. + +So what are you waiting for if you have absolutely nothing to lose? +Sign-up today for your FREE two-week trial subscription to The +Tech Edge and get the information you need to make well-informed +investments in tech stocks. + +http://sub.thestreet.com/c/go/XTEK/DEDM-exprd1?s=S961&D=XTEK + +Just a reminder: Unless you notify us to cancel your subscription +before the end of your FREE two-week trial period, your subscription +will automatically continue and your credit card will be charged +$19.95 per month. You may cancel your subscription by contacting +our Customer Service department at 1-800-562-9571. + +---------------------------------------------------------------------- +Brought to you by TheStreet.com +www.thestreet.com +---------------------------------------------------------------------- + +TheStreet.com is not registered as a securities broker-dealer +or an investment advisor either with the U.S. Securities and +Exchange Commission or with any state securities regulatory +authority. Both The Tech Edge website and represent Mr. +Moritz's own investment opinions, and should not be construed +as personalized investment advice. Mr. Moritz cannot and does +not assess, verify or guarantee the suitability of any particular +investment to your own situation. You bear responsibility for your +own investment research and decisions and should seek the advice of +a qualified securities professional before making any investment. + +This email has been sent to you by TheStreet.com because +you are a current or former subscriber (either free-trial +or paid) to one of our web sites. If you would prefer not to receive +these types of emails from us in the future, please click here: +https://secure2.thestreet.com/cap/unsubscribe.do?Type=3 If you are +not a current or former subscriber, and you believe you received +this message in error, please forward this message to +members@realmoney.com, or call our customer service +department at 1-800-562-9571. + +Please be assured that we respect the privacy of our +subscribers. To view our privacy policy, please +click here: http://www.thestreet.com/tsc/about/privacy.html" +"allen-p/deleted_items/56.","Message-ID: <274940.1075855376241.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 17:16:57 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 51 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/57.","Message-ID: <23963074.1075855376263.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 17:02:39 -0800 (PST) +From: katrina_sumey@platts.com +To: sumey@enron.com, katrina_sumey@platts.com +Subject: NEWGen Release December 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Sumey, Katrina"" @ENRON +X-To: Sumey, Katrina +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This is a message to let you know that the NEWGen December 2001 release is +available on www.rdionline.com. If you do not want to receive this message +please reply with unsubscribe as the subject line. + +Happy Holidays! + +The NEWGen Staff" +"allen-p/deleted_items/59.","Message-ID: <24315885.1075855376307.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 16:14:39 -0800 (PST) +From: e-mail.center@wsj.com +To: business_alert@listserv.dowjones.com +Subject: News Alert: AT&T Will Merge Cable Business With Comcast +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: BUSINESS_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +__________________________________ +BUSINESS ALERT +from The Wall Street Journal + + +Dec. 19, 2001 + +AT&T struck a deal to merge its cable TV business with Comcast, creating a +cable behemoth with more than 21 million customers and capping a five-month +auction that elicited bids from some of the nation's media and cable titans. + +For more information see: +http://interactive.wsj.com/articles/SB1008803774562546920.htm + + +__________________________________ +ADVERTISEMENT + +In touch. Any time. Anywhere. With Lotus Wireless Solutions, +you can stay connected via cell phones, PDAs and other wireless devices. +Collaborate more efficiently to make time-critical decisions, respond +to customer needs faster and eliminate ""downtime."" +Click for special offers. + +http://www.lotus.com/informedmw + +__________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: + + +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Business News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/6.","Message-ID: <23787693.1075855374494.JavaMail.evans@thyme> +Date: Fri, 28 Dec 2001 05:36:21 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Friday, December 28th 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + NGI's Daily Gas Price Index + +http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about other Intelligence Press products and services, +including maps and glossaries visit our web site at +http://intelligencepress.com or call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2001, Intelligence Press, Inc. +--- + " +"allen-p/deleted_items/60.","Message-ID: <17664662.1075855376330.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 16:14:39 -0800 (PST) +From: e-mail.center@wsj.com +To: tech_alert@listserv.dowjones.com +Subject: News Alert: AT&T Will Merge Cable Business With Comcast +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: TECH_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +__________________________________ +TECHNOLOGY ALERT +from The Wall Street Journal + + +Dec. 19, 2001 + +AT&T struck a deal to merge its cable TV business with Comcast, creating a +cable behemoth with more than 21 million customers and capping a five-month +auction that elicited bids from some of the nation's media and cable titans. + +For more information see: +http://interactive.wsj.com/articles/SB1008803774562546920.htm + + +__________________________________ +ADVERTISEMENT + +Electronic Bill Presentment and Payment (EBPP) are +critical components of your e-business strategy. +Find out how powerful electronic EBPP/eSP capabilties +of IBM Content Manager OnDemand enable these technologies. +Content Manager onDemand is an essential component of high +customer satisfaction. Visit + +http://www.ibm.com/software/info/visitor/db2/enewsletter/45 + +_________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/61.","Message-ID: <369227.1075855376352.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 01:19:29 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-8.cais.net +Subject: Western Price Survey, midweek report 12/19/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Arthur O'Donnell"" @ENRON +X-To: Western.Price.Survey.contacts@ren-8.cais.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Here is the midweek report, which will probably look a lot like the +Friday report, which will be our last for 2001. Happy holidays, if +you are taking off early. And thanks for everything. + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Spotwed649.doc + Date: 19 Dec 2001, 16:12 + Size: 22528 bytes. + Type: MS-Word + + - Spotwed649.doc " +"allen-p/deleted_items/62.","Message-ID: <31592420.1075855376375.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 15:03:14 -0800 (PST) +From: announcements.enron@enron.com +To: dl-ga-all_enron_houston_employees@enron.com +Subject: FROM CINDY OLSON, COMMUNITY RELATIONS: Discount Tickets to The + Nutcracker +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron General Announcements +X-To: DL-GA-all_enron_houston_employees +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +Dear Enron Employee: + +Houston Ballet is presenting The Nutcracker through Sunday, December 30. The production has been hailed by the Houston chronicle as ""the crown jewel of holiday entertainment,"" and is a perfect introduction to the world of ballet for families and audiences of all ages. Enron has been a long-time supporter of the Ballet, and we would like to thank you with a special invitation from Houston Ballet and TicketMaster for discount tickets to The Nutcracker. + +Click on the following links below to receive a 25% discount on tickets to any of the selected performances of The Nutcracker. + +To place your order, click on the link below to choose your day and time. When requesting your tickets, you may choose from best available seats or a specific section, however, all ticket prices may not be available. Ticketmaster service and handling charges will apply to your order. + +Your company code is: NUT1. + +Happy Holidays and enjoy Houston Ballet. + +Performance Dates and Times: + +Wednesday, December 26 at 7:30pm +https://ticketing.ticketmaster.com/cgi/purchasePage.asp?event_id=C003345C3DE86FB&event_code=EHL1226 + +Thursday, December 27 at 7:30pm +https://ticketing.ticketmaster.com/cgi/purchasePage.asp?event_id=C003345D10FB243&event_code=EHL1227 + +Saturday, December 29 at 2:00pm +https://ticketing.ticketmaster.com/cgi/purchasePage.asp?event_id=C003345CDB2A7A1&event_code=EHL1229M + +Sunday, December 30 at 2:00pm +https://ticketing.ticketmaster.com/cgi/purchasePage.asp?event_id=C003345CDDBA7F9&event_code=EHL1230M" +"allen-p/deleted_items/63.","Message-ID: <8478309.1075855376399.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 14:28:57 -0800 (PST) +From: no.address@enron.com +Subject: Fire Drill Scheduled +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Property & Services Corp.@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +As required by the Houston Fire Department, a fire drill has been scheduled for the Enron Center Campus. + + + Enron Center North, 1400 Smith St., approximately 3:15 PM on Thursday, December 20th, 2001 + + Enron Center South, 1500 Louisiana St., approximately 3:45 PM on Thursday, December 20th, 2001 + +Please advise all clients, contractors, and visitors that this will be a fire drill only. The fire alarm will sound at 3:15 PM in Enron Center North and 3:45 PM in Enron Center South. You will be asked to go to the stairwell and standby. Do not go into the stairwell. Further instructions will be given over the public address system. If you experience any difficulties in hearing either the fire alarm or any announcements over the public address system, please notify the Facilities Help Desk by e-mail at facilitieshelpdesk1@enron.com. + +Anyone that is mobility impaired or medically disabled may be excused from participating in this drill by sending an e-mail to Harry Grubbs. + +If you have any questions or need any additional information, please contact Harry Grubbs at 713-853-5417." +"allen-p/deleted_items/64.","Message-ID: <22832974.1075855376432.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 13:24:05 -0800 (PST) +From: bmg_support@adm.chtah.com +To: pallen@enron.com +Subject: PHILLIP, Coming Soon! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""BMG Music Service"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + PHILLIP, Look for this great offer in the mail or get 12 CDs for the price of 1 online right now ! + [IMAGE] + [IMAGE] + + +P.S. Click here to forward this e-mail to your friends +so everyone can enjoy this unbeatable offer on CDs! +************************************************** +If you'd rather not receive e-mail from BMG Music Service, please click here . +[IMAGE]" +"allen-p/deleted_items/65.","Message-ID: <25322712.1075855376499.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 10:47:23 -0800 (PST) +From: carole.frank@enron.com +To: jay.reitmeyer@enron.com, frank.ermis@enron.com, mark.smith@enron.com, + p..south@enron.com, barry.tycholiz@enron.com, jd.buss@enron.com, + k..allen@enron.com, matthew.lenhart@enron.com, m..tholt@enron.com, + tori.kuykendall@enron.com, mike.grigsby@enron.com, l..gay@enron.com, + fred.lagrasta@enron.com, sheetal.patel@enron.com, + s..olinger@enron.com, victor.munoz@enron.com, + patti.sullivan@enron.com, h..otto@enron.com, c..giron@enron.com, + frank.hayden@enron.com, shelly.mendel@enron.com, t..lucci@enron.com, + theresa.staab@enron.com, mog.heu@enron.com, m..scott@enron.com +Subject: FW: Wishing you well +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Frank, Carole +X-To: Reitmeyer, Jay , Ermis, Frank , Smith, Mark , South, Steven P. , Tycholiz, Barry , Buss, Jd , Allen, Phillip K. , Lenhart, Matthew , Tholt, Jane M. , Kuykendall, Tori , Grigsby, Mike , Gay, Randall L. , Lagrasta, Fred , Patel, Sheetal , Olinger, Kimberly S. , Munoz, Victor , Sullivan, Patti , Otto, Charles H. , Giron, Darron C. , Hayden, Frank , Mendel, Shelly , Lucci, Paul T. , Staab, Theresa , Heu, Mog , Scott, Susan M. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +As some of you might already know, I resigned today. I feel fortunate and blessed to have had this experience here at Enron. Not only have I learned a tremendous amount, but I also have met some very talented and unique people. I am not 100% sure what I will do at this point, but I will probably be heading up to NYC in January. I feel sad to end this chapter, yet excited as I begin a new one in my life. + +As always, it has been a pleasure working with you! Keep in touch. I will be interested to see what happens. + +Carole C. Frank +Enron Net Works + +713.345.3960 work +713.446.9307 cell +713.467.3860 home +carole_frank@excite.com + +" +"allen-p/deleted_items/66.","Message-ID: <27968917.1075855376522.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 14:53:58 -0800 (PST) +From: frank.hayden@enron.com +To: k..allen@enron.com +Subject: FW: Chase Backtest +Cc: c..gossett@enron.com, w..white@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: c..gossett@enron.com, w..white@enron.com +X-From: Hayden, Frank +X-To: Allen, Phillip K. +X-cc: Gossett, Jeffrey C. , White, Stacey W. +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Attached is the file I'm proposing to send to Chase with suggested wording. To eliminate ""Chase"" from using data to ""back-in"" to pnl, we deleted all up days, and forwarded out corrected data, per files received from Jeff and Stacey. + +Please review and provide feedback. Additionally, if you are comfortable with data, please authorize its release. + +Thanks +Frank + + + + + +""Steve + +Following on from our discussion concerning the back testing data, we have re-checked the underlying data with our middle office. There were some errors in your file which we have now corrected, and for clarity, included losses in the backtest file, since these are what we consider in the backtest process. + +I trust this helps - let us know if you need anything further + +Regards"" +" +"allen-p/deleted_items/67.","Message-ID: <9558753.1075855376545.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 08:20:18 -0800 (PST) +From: stephanie.sever@enron.com +To: k..allen@enron.com, john.arnold@enron.com, a..martin@enron.com, + scott.neal@enron.com, s..shively@enron.com +Subject: New Company - Online Trader Access (Stack Manager & Website) +Cc: lisa.lees@enron.com, jennifer.denny@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: lisa.lees@enron.com, jennifer.denny@enron.com +X-From: Sever, Stephanie +X-To: Allen, Phillip K. , Arnold, John , Martin, Thomas A. , Neal, Scott , Shively, Hunter S. +X-cc: Lees, Lisa , Denny, Jennifer +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Please populate the attached worksheets for Stack Manager & Website Access. I have added the Gas product types and a drop down for each user/product type to populate with READ, EXECUTE or NONE. For READ ONLY Website ID's, additional population is NOT necessary. Please add or remove names as necessary and return to me once complete. Let me know if you have any questions. + + +Thank you, + +Stephanie Sever +EnronOnline +713-853-3465" +"allen-p/deleted_items/68.","Message-ID: <28902327.1075855376567.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 18:28:22 -0800 (PST) +From: pallen70@hotmail.com +To: pallen@enron.com +Subject: Fwd: Gas P&L by day +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""phillip allen"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + - Dailytotal.xls " +"allen-p/deleted_items/69.","Message-ID: <27453008.1075855376589.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 19:17:13 -0800 (PST) +From: arsystem@mailman.enron.com +To: approval.eol.gas.traders@enron.com +Subject: Request Submitted: Access Request for john.pritchard@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: approval.eol.gas.traders@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +You have received this email because you are listed as a security approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000079824&Page=Approval to review and act upon this request. + + + + +Request ID : 000000000079824 +Request Create Date : 12/19/01 9:17:12 PM +Requested For : john.pritchard@enron.com +Resource Name : ICE - External Intercontinental Exchange US Natural Gas +Resource Type : Applications + + + +" +"allen-p/deleted_items/7.","Message-ID: <32255690.1075855374516.JavaMail.evans@thyme> +Date: Fri, 28 Dec 2001 05:17:27 -0800 (PST) +From: networkcommerce-tdsd20011228@ombramarketing.com +To: pallen@enron.com +Subject: Lose 30 lbs. in Only 30 Days! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Network Commerce @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +NCI Marketing Web Alert + + +[IMAGE]Phillip + + + [IMAGE] We make losing weight easy! Our personalized diet plans will guide you to lose weight and keep it off forever! Stop wishing for a change! Your personalized diet plan includes: [IMAGE]Customized plans geared for your needs [IMAGE]A personal diet consultant to help guide you [IMAGE]Daily and weekly updates to your diet plan [IMAGE]State of the art weight loss techniques [IMAGE]Weekly chats with medical doctors [IMAGE] and much, much more... [IMAGE] Click here to get started now! [IMAGE] ""Your diet program is so easy. Every time I did another diet I had to change my life completely. 7StepDiet helped slowly change my life for the better and helped me lose weight quickly."" -Beth G. ""Your stress relief area is wonderful. I don't know what I would do without it. Each day I just follow one your stress relief tips and I feel 100% more relaxed and confident? not to mention, I lost over 10 pounds in my first week!"" -Sandra K. [IMAGE] + + + You are receiving this special offer because you have provided permission to receive third party email communications regarding special online promotions or offers. If you do not wish to receive any further messages from Network Commerce, please click here to unsubscribe. Any third-party offers contained in this email are the sole responsibility of the offer originator. Copyright ? 2001 Network Commerce Inc. +" +"allen-p/deleted_items/70.","Message-ID: <29272498.1075855376611.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 17:59:07 -0800 (PST) +From: gthorse@about-cis.com +To: pallen70@hotmail.com +Subject: 1031 Land Tracts +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: ""Greg Thorse"" @ENRON +X-To: pallen70@hotmail.com +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Phillip, per our discussion see attached; + + + + - Phillip Allen 1031 land tract letter.doc " +"allen-p/deleted_items/71.","Message-ID: <7803685.1075855376634.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 17:08:23 -0800 (PST) +From: leanne@integrityrs.com +To: leanne@integrityrs.com +Subject: Shopping Ctr. and Office/Retail Complex for Sale +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Leanne @ENRON +X-To: leanne@integrityrs.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Hello: +Integrity Realty Services has the following properties available for sale: +1) North Brooke Center--12636 Research Blvd., this neighborhood retail center is in one of Austin's most affluent areas. It is located on the south side of US Highway 183 between Duval and McNeil roads and fronts on Research Blvd. and Jollyville Road. The center is 100% brick construction and in excellent condition. Price: $5,900,000 Leasable Area: 50,331 For More Information: www.integrityrs.com/inventory/index.cfm 2) Brushy Creek Office/Retail Complex--located on the East corner of Great Oaks and Hillside Drive in the Brushy Creek Subdivision in Williamson County, Texas. It is on the North side of 620 and approximately five miles to Interstate Highway 35. Purchase Price: $975,000 Leasable Area: 12,195 Square Feet For More Information: www.integrityrs.com/inventory/index.cfm Thank you, +Joe Linsalata +Integrity Realty Services +205 South Commons Ford Road, No.1 +Austin, Tx 78733-4004 +Office: 512.327.5000 +Fax: 512.327.5078 +email: joe@integrityrs.com +large email's: integrity1@austin.rr.com +============================================================ +IF YOU WISH TO NO LONGER RECEIVE EMAILS FROM ME PLEASE REPLY +TO THIS EMAIL MESSAGE WITH ""REMOVE""IN THE SUBJECT LINE AND YOUR +NAME AND EMAIL ADDRESS IN THE BODY OF THE MESSAGE. THANK YOU. +=============================================================" +"allen-p/deleted_items/72.","Message-ID: <13545307.1075858630801.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 05:15:31 -0700 (PDT) +From: deanrodgers@kaseco.com +To: k..allen@enron.com +Subject: Technical Analysis Class, Early Bird 'Til 11/05 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: deanrodgers@kaseco.com (Dean Rodgers)@ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +Learn Technical Analysis +Two Full Days, December 4-5, 2001 +Early Bird Discount Until October 31, 2001 + [IMAGE] + Marriott West Loop, Houston, Texas +Energy Traders, Marketers and Buyers. This two full day class serves as both an introduction to those new to technical analysis and a refresher for experienced traders. Technicals are taught in a logical, systematic manner oriented to equip both physical and paper traders to buy low, sell high and manage risk in the real world in a logical, methodical manner. + + + + + In this class you will: Ascertain when and how to take profit and cut losses. Find out how to set up a strategy by identifying probable market direction and turns as well as likely targets using chart patterns. Learn to use both traditional indicators like moving averages and stochastics, as well the state-of-the-art methods which won Cynthia Kase the coveted Market Technicians Association's ""Best of the Best"" award. Content Charting Basics, Types of Charts, Support and Resistance When to Buy or Sell (Entry Techniques) When to Exit Based on Signals (Momentum and Divergence) How to Exit Based on Stops (Managing Trade Risk) Chart Patterns and Forecasting Basics (Candlesticks, Elliott Wave, Flags, etc.) Statistical Hedging + + + Early Bird Special $845.00 Two or More Early Bird $795.00 Regular: $995.00 Two or More: $895.00 *** Register Now! *** Click Here for More Information About the Presenters Who Should Attend Detailed Agenda and Schedule Other Classes Offered By Kase [IMAGE] Kase and Company also offers In House Training Classes. For more information please email us at kase@kaseco.com or call at (505) 237-1600 +" +"allen-p/deleted_items/73.","Message-ID: <22721560.1075858630827.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 00:41:45 -0700 (PDT) +From: oportunity@cells4free.com +To: pallen@enron.com +Subject: Free 2001 Cell Phones..! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Cellular Oportunity"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + + + + +IDSmailer1 + + + + + + + + + + + +
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+ + +" +"allen-p/deleted_items/74.","Message-ID: <31824250.1075858630851.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 22:51:45 -0700 (PDT) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Why the RIAA owes us all an apology +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +WHY THE RIAA OWES US ALL AN APOLOGY + + When recording industry types last week tried + to get provisions against music swappers + included in anti-terrorism legislation, + they trivialized everyone involved in America's + fight against terrorism--and proved themselves + to be absolutely the sort of people who'd do + anything for a buck. + +http://cgi.zdnet.com/slink?/adeskb/adt1018/2818346:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + WHAT'S MS' ULTIMATE GOAL FOR XP? HINT: WAY MORE THAN AN OS + + When you first try out Windows XP, you're + reminded no less than five--count 'em, + five--times to sign up for its Passport + authentication service. These pleas + speak of far more than Microsoft's persistence. + Like what? Like how it plans to become + another AOL inside an OS. + + PLUS: + + APPLE HINTS AT 'BREAKTHROUGH' DEVICE. + WHAT COULD IT BE? + + PALM V GETS SOME BLACKBERRY JUICE + +http://cgi.zdnet.com/slink?/adeskb/adt1018/2818350:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +C.C. Holland + + + BANISH YOUR BLANK WALLS WITH HELP FROM THE WEB + + If you want to decorate your space but are having + trouble finding the right posters or prints, + just turn to your computer! C.C. shows you + where to find great selections of art online + (and get your picks delivered to your door). + + + +http://cgi.zdnet.com/slink?/adeskb/adt1018/2818372:8593142 + + +=09=09=09> > > > > + + +Janice Chen + + SLOW PC? NO PROBLEM! FIX UP YOUR CLUNKER FOR UNDER + $50 + + Sure, if you have a need for speed, you could + buy a new PC. But you can also streamline your + older PC by tuning up your hard drive with a + good utility. Janice hunts for bargains (and + freebies!) that'll rev you up in no time. + + +http://cgi.zdnet.com/slink?/adeskb/adt1018/2818264:8593142 + + +=09=09=09> > > > > + + +Preston Gralla + + + TURN YOUR PC INTO A MOVIE THEATER--FOR FREE! + + If you like finding music online, you'll love + getting movies. With the right tools, you + can download, watch, and trade films and videos + on your PC. Preston offers up three freebies + that'll have you reaching for the popcorn. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1018/2818260:8593142 + + +=09=09=09> > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +MICROSOFT.COM GAFFE REVEALS PASSWORDS +http://www.zdnet.com/techupdate/stories/main/0,14179,2818129,00.html + + +ENTERPRISE E-MAIL GETS UP AND GOES +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/m= +ain/0,14179,2817463,00.html + +CEO CRAIG BARRETT SHARES INTEL'S ITANIUM VISION +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/m= +ain/0,14179,2816881,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Find the facts on firewalls and compare other security solutions. +http://cgi.zdnet.com/slink?151259:8593142 + +Laid off? Check out over 90,000 tech job listings. +http://cgi.zdnet.com/slink?151260:8593142 + +Take SmartPlanet's online classes for the skills you need to get ahead. +http://cgi.zdnet.com/slink?151261:8593142 + +Get 100=12s of IT downloads FREE from TechRepublic. +http://cgi.zdnet.com/slink?151262:8593142 + +eBusiness Update: Can dot-coms benefit from filing for bankruptcy? +http://cgi.zdnet.com/slink?151263:8593142 + +************************************************************* + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ) 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/75.","Message-ID: <12538362.1075858630941.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 23:27:34 -0700 (PDT) +From: itsimazing@response.etracks.com +To: pallen@enron.com +Subject: Receive up to $500 in Grocery Savings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Save Now"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] + [IMAGE] [IMAGE] [IMAGE] has been placed on hold, for you Phillip! [IMAGE] + [IMAGE] + Phillip, We are prepared to send you the necessary documents to claim your $500.00 in name-brand grocery coupons. Just click here to find out how to receive your grocery coupons now! I must hear from you immediately though, we are holding the coupons for you, Phillip. To ensure that you receive it right away, click here now ! Don't delete this email. Click here to find out how to receive your $500.00 in name-brand grocery coupons. This is a limited time offer, please click here now ! [IMAGE] [IMAGE] [IMAGE] + [IMAGE] P.S. Click here to find out how to get your $500.00 in name-brand grocery coupons today! Only Phillip may claim these free coupons. So click here now . *In order for you to receive your $500.00 in grocery coupons, you must activate your new nationwide Toll-Free Voice Messaging Service. If you do not wish to receive future promotions, click here to unsubscribe. +" +"allen-p/deleted_items/76.","Message-ID: <10426988.1075858630962.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 23:23:05 -0700 (PDT) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Jane M Tholt +Report Name: El Paso Technical Conference +Days In Mgr. Queue: 13 +" +"allen-p/deleted_items/77.","Message-ID: <25154785.1075858630985.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 19:59:01 -0700 (PDT) +From: cbssportsline.com_planters@mail.0mm.com +To: pallen@enron.com +Subject: Challenge friends to Planters Crunch Time Football! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""CBS SportsLine.com"" @ENRON +X-To: phillip +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE]=09 + + + =09 [IMAGE] Challenge friends to Planters Crunch Time Football! [IMA= +GE] Play Planters Crunch Time now! =09 =09 + + + =09 =09 Hey, phillip! It's the big game. You're down by 5 and need to s= +core in 4 plays or less. Your friend's defense, however, has other plans. D= +o you run a sweep? Or go for it all with the bomb? In Planters Crunch Time = +Football, YOU decide. Welcome to the Internet's first-ever football game = +that, via e-mail, pits you against a friend in an exciting, ""do or die"" mat= +ch-up. You pick your plays, your friend chooses his, and both of you watch = +the results unfold in graphic, play-by-play action. So, huddle up, baby -= +- Planters Crunch Time is fast, fun, and FREE! PLAY PLANTERS CRUNCH TIME= + FOOTBALL You received this e-mail because you registered on CBS Sports= +Line.com. If you do not want to receive these special e-mail offers you can= + unsubscribe by clicking this link: http://www.sportsline.com/u/newslette= +rs/newsletter.cgi?email=3Dpallen@enron.com or by replying to this message = +with ""unsubscribe"" in the subject line. You are subscribed as pallen@enron.= +com. Although we are sending this e-mail to you, SportsLine.com is not resp= +onsible for the advertisers' content and makes no warranties or guarantees = +about the products or services advertised. SportsLine.com takes your privac= +y seriously. To learn more about SportsLine.com's use of personal informat= +ion, please read our Privacy Statement at http://cbs.sportsline.com/u/use= +rservices/privacy.htm =09 =09 =09 + + +[IMAGE]=09 +" +"allen-p/deleted_items/79.","Message-ID: <21337549.1075858631057.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 02:40:06 -0700 (PDT) +From: leave-htmlnews-2508405s@lists.autoweb.com +To: pallen@enron.com +Subject: GMC's Bold New SUV +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Autoweb.com News"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +=09=09=09Sponsored Content=09 +[IMAGE] =09[IMAGE]=09 =09[IMAGE]=09 + + +[IMAGE] =09 Envoy: GMC's Bold New SUV The GMC Envoy is one of the nic= +est surprises of the 2002 model year. It represents a comprehensive improv= +ement over its Jimmy predecessor, making it one of the most competitive mi= +d-sized SUVs on the market. The fact that it is still ""truck-based"" - whi= +ch essentially refers to the full-frame construction that makes its Yukon = +big brother such a beefy workhorse - does not mean that this SUV rides lik= +e a truck. Quite the contrary, the Envoy is smooth and refined in a way th= +at would have been unthinkable just a few years ago. Of course, the market= + in which the Envoy competes has become packed with excellent choices, wit= +h everyone from Acura to Mercury entering the fray. We drove an Envoy SLE = +4WD to find out how it stacks up. Full Review > > You are re= +ceiving this Special Edition newsletter because you signed up to receive i= +nformation and updates from Autoweb.com. In addition to our monthly newsle= +tter, we occasionally send Special Edition newsletters with information on= + new vehicles that we think will interest you. If you no longer wish to re= +ceive Autoweb.com's monthly newsletter, please follow the instructions bel= +ow. =09[IMAGE]=09 [IMAGE] Experience Envoy Now Does Envoy Measure Up= +? Check out Envoy's DVD =09 + + +=09=09 =09 +" +"allen-p/deleted_items/8.","Message-ID: <15979215.1075855374539.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 21:35:03 -0800 (PST) +From: unsubscribe-i@networkpromotion.com +To: pallen@enron.com +Subject: PHILLIP, I have got to share this with you +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Special Unit Director @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +FREE* Digital Camera! +FREE* DIGITAL CAMERA VOUCHER=09 +DIGITAL CAMERA TRANSFER SYSTEMS / DISTRIBUTION CENTER=09 +=09 +=09 + + + PENDING FREE* GIFT: DIGITAL CAMERA ACTION: CLICK HERE EXPIRES: 1/= +14/02 ID NUMBER: 7746620019-J WE HAVE BEEN AUTHORIZED BY THE SPONSOR = +OF THIS OFFER TO ALLOCATE THIS DIGITAL CAMERA PURSUANT TO THE ALL THE DETAI= +LS WITHIN AND REGISTERED BY THE RECIPIENTS OF THIS DOCUMENT WITHIN THE ALLO= +TED TIME PERIOD Good news PHILLIP! ! You have made the Digital Camera= + Selection list. This means you get a FREE* Digital Camera and save money o= +n your phone bill through Sprint's long distance plan. To receive all of = +this, click here now! Get ready, PHILLIP, you will immediately receive a= +ll the information you need. So sign up for Sprint's 7? AnyTimeSM Online pl= +an and the FREE* Digital Camera is yours!** What are you waiting for... c= +lick here now! FREE DIGITAL CAMERA SELECTION LIST PHILLIP FREE GIFT= + ***CONFIDENTIAL*** ***CONFIDENTIAL*** ***CONFIDENTIAL*** = +PHILLIP DIGITAL CAMERA ***CONFIDENTIAL*** ***CONFIDENTIAL*** = + ***CONFIDENTIAL*** [IMAGE] [IMAGE] [IMAGE] PHILLIP-7746620019-= +J [IMAGE] =09 + + + *Requires change of state-to-state long distance carrier to Sprint, remain= +ing a customer for 90 days and completion of redemption certificate sent by= + mail. **Some restrictions apply, see site for details. Promotion exclude= +s current Sprint customers. =09 +" +"allen-p/deleted_items/80.","Message-ID: <23986919.1075858631096.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 17:50:36 -0700 (PDT) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-8.cais.net +Subject: Western Price Survey 10/17/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Arthur O'Donnell"" @ENRON +X-To: Western.Price.Survey.contacts@ren-8.cais.net +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Attached is the midweek report. + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Spotwed640.doc + Date: 17 Oct 2001, 17:45 + Size: 22528 bytes. + Type: MS-Word + + - Spotwed640.doc " +"allen-p/deleted_items/81.","Message-ID: <25217529.1075858631118.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 17:33:15 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 5 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/deleted_items/82.","Message-ID: <4984235.1075858631140.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 15:41:38 -0700 (PDT) +From: promo@info.iwon.com +To: pallen@enron.com +Subject: We're looking for a Winner, Phillip! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: iWon@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + [IMAGE] + Hey, Phillip - it's trivia time! Think you know TV? Take the iWon TV Trivia Challenge - once you've answered the question, you'll be eligible to win the Ultimate Home Theatre System valued at over $7,886 (Nothing trivial about that!) + [IMAGE] +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] + Good luck! - The iWon Team + [IMAGE] + [IMAGE] + No Purchase Necessary For Sweepstakes Subject To Official Rules Forgot your member name? It is: PALLEN70 Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. [IMAGE] +" +"allen-p/deleted_items/83.","Message-ID: <18180926.1075858631165.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 15:25:48 -0700 (PDT) +From: ei_editor@ftenergy.com +To: einsighthtml@list1.resdata.com +Subject: Pacific Northwest action prevented shortages +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor @ENRON +X-To: EINSIGHTHTML@LIST1.RESDATA.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + =20 +[IMAGE]=09 + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] Updated: Oct. 18, 2001 [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Pacific Northwest action= + prevented shortages The Pacific Northwest, despite severe trials and trib= +ulations, survived the unprecedented energy crisis that engulfed most of th= +e western United States, a report by regional planning officials said. [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE= +] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] Deregulation of EU gas markets slow = +DRI-WEFA study examines market flaws Obstacles still exist to competition = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [= +IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Cheap hydro dr= +ies up Nordic countries search for new options Interconnectors could help = + Customer participation forces prices down [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE= +] [IMAGE] [IMAGE] Is hydrogen poised for market acceleration? Fue= +l cells could lead to decreased oil dependence The 'chicken and egg' infra= +structure dilemma [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] AGA: U.S. wor= +king gas in storage up 63 Bcf full story... KMP distribution up 29%; net= + income increases 66% full story... Expect EPA's utility emission positio= +n by year's end full story... Florida examining allowing merchant plants = +full story... Plug Power cuts jobs full story... Duke backs away from B= +razilian deal full story... AES drops bid for four Armenian power grids f= +ull story... Williams Communications signs deal with Progress Telecom ful= +l story... H2fuel technology could reduce cost of hydrogen production ful= +l story... Panda Energy, Alliant Energy form JV full story... To view a= +ll of today's Executive News headlines, click here [IMAGE] [= +IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Copyright ? 2001 - = +Platts, All Rights Reserved [IMAGE] Market Brief Wednesday, October 17= + Stocks Close Change % Change DJIA 9,232.97 (151.3) -1.61% DJ 15 Util. 314= +.97 (3.6) -1.12% NASDAQ 1,646.34 (75.73) -4.40% S&P 500 1,076.28 (21.3) -1.= +94% Market Vols Close Change % Change AMEX (000) 219,425 82,234.0 59.9= +4% NASDAQ (000) 2,289,678 444,835.0 24.11% NYSE (000) 1,443,498 239,133.0 = + 19.86% Commodities Close Change % Change Crude Oil (Nov) 21.79 (0.21) = +-0.95% Heating Oil (Nov) 0.621 (0.006) -0.91% Nat. Gas (Henry) 2.44 (0.152)= + -5.86% Propane (Nov) 40.4 (0.100) -0.25% Palo Verde (Nov) 28.00 0.75 2.75= +% COB (Nov) 29.00 0.00 0.00% PJM (Nov) 27.25 0.25 0.93% Dollar US $ C= +lose Change % Change Australia $ 1.948 (0.002) -0.10% Canada $ 1.568 0.0= +04 0.26% Germany Dmark 2.169 0.018 0.84% Euro 0.9034 (0.004) -0.48% Ja= +pan ?en 121.30 0.000 0.00% Mexico NP 9.24 0.040 0.43% UK Pound 0.6917 = +0.0011 0.16% Foreign Indices Close Change % Change Arg MerVal 251.61 8= +.46 3.48% Austr All Ord. 3,170.00 24.20 0.77% Braz Bovespa 11271.49 13.64= + 0.12% Can TSE 300 6956.8 (70.09) -1.00% Germany DAX 4706.07 79.59 1.72%= + HK HangSeng 10260.81 112.32 1.11% Japan Nikkei 225 10755.45 117.63 1.11= +% Mexico IPC 5541.88 (0.73) -0.01% UK FTSE 100 5,203.40 120.80 2.38% = + Source: Yahoo! & TradingDay.com =09 [IMAGE] [IMAGE] [IMAGE] [IM= +AGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] =09 =09 + + + - bug_black.gif=20 + - Market briefs.xls" +"allen-p/deleted_items/84.","Message-ID: <20179025.1075858631238.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 14:19:05 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: MSFT Downgraded by A.G. Edwards +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - MSFT Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Microsoft Corporation (MSFT) Date Brokerage Firm Action Details 10/17= +/2001 A.G. Edwards Downgraded to Hold from Buy 10/10/2001 SOUNDVIEW = +TECHNOLOGY Downgraded to Buy from Strong Buy 10/04/2001 A.G. Edwards = + Downgraded to Buy from Strong Buy 09/25/2001 Deutsche Bank Coverage = +Initiated at Buy 09/25/2001 BERNSTEIN Coverage Initiated at Outperform= + 09/24/2001 Thomas Weisel Downgraded to Buy from Strong Buy 09/20/= +2001 Dain Rauscher Wessels Coverage Initiated at Buy 07/20/2001 Salom= +on Smith Barney Downgraded to Outperform from Buy 07/12/2001 Pacific = +Crest Upgraded to Strong Buy from Buy 07/12/2001 CSFB Upgraded to Str= +ong Buy from Buy 06/28/2001 J.P. Morgan Upgraded to Buy from Lt Buy = + 06/14/2001 Prudential Securities Coverage Initiated at Buy 04/20/2001= + Thomas Weisel Upgraded to Strong Buy from Mkt Perform 04/20/2001 Sal= +omon Smith Barney Upgraded to Buy from Outperform 04/20/2001 Goldman S= +achs Upgraded to Recomm List from Mkt Outperform 03/21/2001 Banc of Am= +erica Coverage Initiated at Mkt Perform 03/09/2001 FS Van Kasper Down= +graded to Buy from Strong Buy 02/08/2001 Merrill Lynch Downgraded to = +Lt Accum from Lt Buy 02/02/2001 CSFB Coverage Initiated at Buy 01/= +30/2001 Pacific Crest Coverage Initiated at Buy 12/15/2000 Robertson = +Stephens Downgraded to Lt Attractive from Buy 12/15/2000 Dresdner Kle= +inwort Benson Downgraded to Hold from Buy 12/13/2000 Prudential Secur= +ities Downgraded to Hold from Accumulate 12/08/2000 ING Barings Down= +graded to Buy from Strong Buy 11/21/2000 Dresdner Kleinwort Benson Co= +verage Initiated at Buy 10/24/2000 Salomon Smith Barney Coverage Initi= +ated at Outperform 10/04/2000 Tucker Anthony Coverage Initiated at Buy= + 10/03/2000 A.G. Edwards Upgraded to Buy from Accumulate 07/19/2000= + Prudential Securities Downgraded to Accumulate from Strong Buy 07/19= +/2000 S G Cowen Downgraded to Neutral from Buy 06/21/2000 CIBC World= + Markets Upgraded to Buy from Hold 04/24/2000 Goldman Sachs Downgrade= +d to Market Outperform from Recommended List 04/24/2000 Thomas Weisel = + Downgraded to Market Perform from Buy 04/24/2000 S G Cowen Downgrade= +d to Buy from Strong Buy 04/03/2000 CIBC World Markets Downgraded to = +Hold from Buy Briefing.com is the leading Internet provider of live = +market analysis for U.S. Stock, U.S. Bond and world FX market participants.= + ? 1999-2001 Earnings.com, Inc., All rights reserved about us | contact= + us | webmaster | site map privacy policy | terms of service =09 +" +"allen-p/deleted_items/85.","Message-ID: <14235148.1075858631293.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 14:02:13 -0700 (PDT) +From: e-mail.center@wsj.com +To: tech_alert@listserv.dowjones.com +Subject: TECH ALERT: Apple Beats Estimates; EMC, AOL, TI Also Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: TECH_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +__________________________________ +TECHNOLOGY ALERT +from The Wall Street Journal + + +Oct. 17, 2001 + +Apple Computer easily beat lowered quarterly profit expectations late +Wednesday but lowered its outlook, citing the weak economy and political +uncertainty. +See: http://wsj.com/articles/SB1003335276102944680.htm + +AOL Time Warner, Texas Instruments, Siebel Systems, EMC and Handspring also +posted quarterly results Wednesday. See more information at: +http://interactive.wsj.com/pages/techmain.htm + + +__________________________________ +ADVERTISEMENT + +Receive a report on transformational strategies +to create value through personalized self-service! + +http://www.broadvision.com/jump/wsjb.html + +BroadVision is the leading supplier of Enterprise +Self-Service (ESS), delivering business value +through business process transformation. + +_________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/86.","Message-ID: <7048143.1075858631317.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 15:08:36 -0700 (PDT) +From: ina.rangel@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, jay.reitmeyer@enron.com, + shelly.mendel@enron.com, m..scott@enron.com, + matthew.lenhart@enron.com, p..south@enron.com, m..tholt@enron.com, + l..gay@enron.com, frank.ermis@enron.com, tori.kuykendall@enron.com, + matt.smith@enron.com, k..allen@enron.com, barry.tycholiz@enron.com, + stephanie.miller@enron.com +Subject: EB30C2 +Cc: jessica.presas@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jessica.presas@enron.com +X-From: Rangel, Ina +X-To: Grigsby, Mike , Holst, Keith , Reitmeyer, Jay , Mendel, Shelly , Scott, Susan M. , Lenhart, Matthew , South, Steven P. , Tholt, Jane M. , Gay, Randall L. , Ermis, Frank , Kuykendall, Tori , Smith, Matt , Allen, Phillip K. , Tycholiz, Barry , Miller, Stephanie +X-cc: Presas, Jessica +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Starting next Wednesday you have EB30C2 for your Fundies Meeting from 3:00 PM to 4:30 PM + +-Ina" +"allen-p/deleted_items/87.","Message-ID: <11010777.1075858631339.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 06:18:59 -0700 (PDT) +From: laura.a.de.la.torre@accenture.com +To: pallen@enron.com +Subject: Confirmation of Simulation Meeting +Cc: mery.l.brown@accenture.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mery.l.brown@accenture.com +X-From: laura.a.de.la.torre@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: mery.l.brown@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +This message is to confirm our meeting with you on, Friday, October 19th +beginning at 9:00 am in Conference Room 13C2 3AC. Attendees from our team +will include Mery Brown and Laura de la Torre. + +Please let me know if you have further questions at 713-345-6686. + +Thank you. + + + + +Laura de la Torre +Accenture +Resources +Houston, Texas +Direct Dial 713.837.2133 +Octel 83 / 72133 + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/deleted_items/88.","Message-ID: <5452401.1075858631361.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 12:45:32 -0700 (PDT) +From: randy.bhatia@enron.com +To: k..allen@enron.com +Subject: Positions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bhatia, Randy +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +phillip, + +please see attached. + + + +-randy" +"allen-p/deleted_items/89.","Message-ID: <1362200.1075858631384.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 07:25:37 -0700 (PDT) +From: editor@theb2bvoice.com +To: pallen@enron.com +Subject: money back on your trade-ins, and great hp lease deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""editor@theb2bvoice.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you wish to unsubscribe please CLICK HERE: http://63.209.151.41/nmail/click?id=GGCCPBCJFCJBPCJHJE +if you received this email by error, please reply to: unsubscribe@theb2bvoice.com + +================================================================ + +get ahead in business - quickly +with hp technology + +life in the fast lane: win a trip to Skip Barber Racing School +Register to win two 3-day passes to Skip Barber Racing School (plus $4,000 for travel expenses) when you save money and get down to business faster at our new products site. +http://63.209.151.41/nmail/click?id=GGCCPBCJFCJBPCJHJF + +special deals + +equal opportunity savings: money back on hp and non-hp trade-ins +With the new HP Trade-In program, you'll get money back on your HP purchases when you trade in HP or even non-HP equipment. Enter as a ""guest member"" to quickly check your trade-in values. +http://63.209.151.41/nmail/click?id=GGCCPBCJFCJBPCJHJG + +as good as it gets: walk-away lease deals on color hp LaserJets +Lease any color HP LaserJet printer at a 36-month rate and walk away penalty free in 18 months with the purchase or lease of a next-generation color HP LaserJet. +http://63.209.151.41/nmail/click?id=GGCCPBCJFCJBPCJHJH + +movin' on up: prime time for big savings on hp LaserJet printers +Get rebates of up to $2,000 - or a free HP Jornada color pocket PC - when you purchase qualifying HP LaserJet and color LaserJet printers, or trade in qualifying printers. +http://63.209.151.41/nmail/click?id=GGCCPBCJFCJBPCJHJI + +one size fits all: great deals for all businesses, big or small +Stop by HP's new one-stop PC, notebook, and server promotion site for big savings, lease specials, and free equipment with purchase. +http://63.209.151.41/nmail/click?id=GGCCPBCJFCJBPCJHJJ + +the odds are in your favor: get 31 chances to win a digital camera +You'll get a chance to win one of ten HP PhotoSmart C500xi digital cameras when you subscribe to any one of HP's free monthly e-newsletters. Then, if you tell your friends and colleagues about HP e-newsletters, you'll get three additional sweepstakes entries for each one of them that subscribes (for up to 10 people). If ten of your friends subscribe, that's up to 30 additional chances for you to win. +http://63.209.151.41/nmail/click?id=GGCCPBCJFCJBPCJIAA + +All offers are for a limited time only, have certain restrictions and are subject to change without notice. Please see individual special offer websites for details. + +================================================================ + +You are receiving this message because you opted in to receive online promotions." +"allen-p/deleted_items/9.","Message-ID: <26558363.1075855374581.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 21:28:45 -0800 (PST) +From: showtimes@amazon.com +To: pallen@enron.com +Subject: Your Weekly Movie Showtimes from Amazon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +[IMAGE]=09=09=09=09=09Showtimes starting Friday, December 28, 2001, near Z= +IP code 77055 To receive showtimes for a ZIP code different from 77055 in = +future e-mails, click here . =09[IMAGE]=09 +[IMAGE]=09 =09 [IMAGE] Now Playing: The Royal Tenenbaums The Royal Tenenb= +aums RGene Hackman, Gwyneth Paltrow Royal Tenenbaum had three children= +--all geniuses. And when this absentee father returns one winter, with an = +unexpected revelation, the Tenenbaums find that genius doesn't help any in= + reuniting a dysfunctional family. From Wes Anderson, the director of Bott= +le Rocket and Rushmore, The Royal Tenenbaums is the hilarious story of = +a family of brilliant eccentrics--and how they got that way. Gene Hackman,= + Anjelica Huston, Ben Stiller, Gwyneth Paltrow, Luke Wilson, Owen Wilson, = +and Bill Murray star. [IMAGE]Visit our Royal Tenenbaums Store =09 =09= +=09=09[IMAGE]=09 +[IMAGE]=09 =09=09Showtimes for The Royal Tenenbaums AMC Studio 30 (Ame= +rican Multi-Cinema) 2949 Dunvale, Houston, TX 77063, 281-319-4262 Showtime= +s: 12:00pm | 2:30pm | 5:10pm | 7:40pm | 10:10pm | 12:35am =09 Viewer Favo= +rites Updated Weekly cover The Lord of the Rings Harry Potter and = +the Philosopher's Stone Monsters, Inc. Ocean's Eleven The Royal Te= +nenbaums Go!Complete list Visit The Majestic [IMAGE] Sometimes = +your life comes into focus one frame at a time. Jim Carrey stars in The M= +ajestic , from the director of The Green Mile. =09 =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 Films Opening This Week: Ali RWill Smith [IMAGE= +]See Showtimes and more In the Bedroom RTom Wilkinson, Sissy Spacek [= +IMAGE]See Showtimes and more Kate & Leopold PG-13Meg Ryan, Hugh Jackma= +n [IMAGE]See Showtimes and more =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 Now Playing in Theaters near ZIP Code 77055 Please = +note: These showtimes start on Friday, December 28, 2001. To receive show= +times for a ZIP Code different from 77055 in future e-mails, click here .= + =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 | AMC Studio 30 | =09[IMAGE]=09 +[IMAGE]=09=09=09=09=09 1. AMC Studio 30 (American Multi-Cinema) 2= +949 Dunvale, Houston, TX 77063, 281-319-4262 Ali RWill Smith Average= + Customer Review: 5 out of 5 stars Showtimes: 11:45am | 12:50pm | 12:55pm= + | 2:00pm | 3:05pm | 4:10pm | 5:20pm | 6:25pm | 7:30pm | 8:40pm | 9:45pm |= + 10:50pm | 12:00am A Beautiful Mind PG-13Russell Crowe, Ed Harris A= +verage Customer Review: 4.5 out of 5 stars Showtimes: 1:05pm | 2:05pm | 4= +:00pm | 5:00pm | 7:00pm | 8:00pm | 9:55pm | 10:55pm | 12:45am Behind = + Enemy Lines PG-13Owen Wilson, Gene Hackman Average Customer Review: 4 o= +ut of 5 stars Showtimes: 12:25pm | 2:55pm | 5:20pm | 7:50pm | 10:15pm | = +12:40am Harry Potter and the Philosopher's Stone PGDaniel Radcliffe, = +Rupert Grint Average Customer Review: 4.5 out of 5 stars Showtimes: 12:3= +0pm | 1:30pm | 3:50pm | 4:45pm | 7:15pm | 8:05pm | 11:20pm How High = + RMethod Man, Redman Average Customer Review: 3.5 out of 5 stars Showtim= +es: 12:35pm | 1:50pm | 2:50pm | 4:05pm | 5:05pm | 6:20pm | 7:20pm | 8:30p= +m | 9:35pm | 10:45pm | 11:50pm | 12:55am In the Bedroom RTom Wilkins= +on, Sissy Spacek Average Customer Review: 5 out of 5 stars Showtimes: 1:= +35pm | 4:35pm | 7:30pm | 10:25pm Jimmy Neutron: Boy Genius GDebi D= +erryberry, Rob Paulsen Average Customer Review: 3.5 out of 5 stars Showti= +mes: 12:15pm | 1:00pm | 2:20pm | 3:05pm | 4:25pm | 5:10pm | 6:30pm | 8:35= +pm | 10:40pm | 12:45am Joe Somebody PGTim Allen Average Customer Rev= +iew: 2.5 out of 5 stars Showtimes: 12:20pm | 1:40pm | 2:40pm | 3:55pm | = +5:10pm | 6:15pm | 7:35pm | 8:35pm | 9:55pm | 10:55pm | 12:15am Kate = +& Leopold PG-13Meg Ryan, Hugh Jackman Average Customer Review: 4 out of = +5 stars Showtimes: 12:10pm | 1:35pm | 3:10pm | 4:30pm | 5:50pm | 7:10pm = +| 8:30pm | 9:50pm | 11:15pm | 12:30am The Lord of the Rings: The Fellow= +ship of the Ring PG-13Elijah Wood, Ian McKellen Average Customer Review:= + 4.5 out of 5 stars Showtimes: 11:55am | 12:30pm | 1:45pm | 3:00pm | 3:4= +0pm | 4:15pm | 5:30pm | 6:45pm | 7:25pm | 8:00pm | 9:15pm | 10:30pm | 11:1= +0pm | 11:45pm | 12:50am The Majestic PGJim Carrey, Martin Landau A= +verage Customer Review: 3.5 out of 5 stars Showtimes: 12:35pm | 2:00pm | = +3:50pm | 5:15pm | 7:05pm | 8:25pm | 10:15pm | 11:30pm Monsters, Inc. = + GJohn Goodman, Billy Crystal Average Customer Review: 4.5 out of 5 stars = + Showtimes: 12:30pm | 2:45pm | 5:05pm | 7:25pm Not Another Teen Mov= +ie RChyler Leigh, Jaime Pressly Average Customer Review: 3 out of 5 star= +s Showtimes: 12:00pm | 2:10pm | 4:20pm | 6:35pm | 8:45pm | 9:40pm | 10:5= +0pm | 11:50pm | 12:50am Ocean's Eleven PG-13George Clooney, Brad Pitt= + Average Customer Review: 3.5 out of 5 stars Showtimes: 12:05pm | 1:45pm= + | 3:05pm | 4:25pm | 5:40pm | 7:05pm | 8:20pm | 9:45pm | 11:00pm | 12:25am= + The Royal Tenenbaums RGene Hackman, Gwyneth Paltrow Average Custo= +mer Review: 5 out of 5 stars Showtimes: 12:00pm | 2:30pm | 5:10pm | 7:40= +pm | 10:10pm | 12:35am The Spy Game RRobert Redford, Brad Pitt Avera= +ge Customer Review: 4 out of 5 stars Showtimes: 10:20am | 12:55pm Va= +nilla Sky RTom Cruise, Pen?lope Cruz Average Customer Review: 3 out of = +5 stars Showtimes: 12:25pm | 12:55pm | 2:15pm | 3:20pm | 5:15pm | 6:15pm= + | 7:10pm | 8:10pm | 9:10pm | 10:05pm | 11:05pm | 12:05am =09[IMAGE]= +=09 +[IMAGE]=09=09=09=09=09Return to Top We hope you enjoyed receiving this= + newsletter. However, if you'd like to unsubscribe, please use the link bel= +ow or click the Your Account button in the top right corner of any page on= + the Amazon.com Web site. Under the E-mail and Subscriptions heading, clic= +k the ""Manage your Weekly Movie Showtimes e-mail"" link. http://www.amazo= +n.com/movies-email Copyright 2001 Amazon.com, Inc. All rights reserved. = +You may also change your communication preferences by clicking the followin= +g link: http://www.amazon.com/communications =09[IMAGE]=09 +=09=09=09=09=09=09 =09 +" +"allen-p/deleted_items/90.","Message-ID: <10378038.1075858631406.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 11:39:06 -0700 (PDT) +From: arsystem@mailman.enron.com +To: approval.eol.gas.traders@enron.com +Subject: Request Submitted: Access Request for mog.heu@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: approval.eol.gas.traders@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +You have received this email because you are listed as a data approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000069328&Page=Approval to review and act upon this request. + + + + +Request ID : 000000000069328 +Request Create Date : 10/18/01 1:39:02 PM +Requested For : mog.heu@enron.com +Resource Name : EOL US NatGas Execute Website ID(Trader Access - Website) +Resource Type : Applications + + + +" +"allen-p/deleted_items/91.","Message-ID: <7761392.1075858631428.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 11:39:07 -0700 (PDT) +From: arsystem@mailman.enron.com +To: approval.eol.gas.traders@enron.com +Subject: Request Submitted: Access Request for mog.heu@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: approval.eol.gas.traders@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +You have received this email because you are listed as a security approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000069328&Page=Approval to review and act upon this request. + + + + +Request ID : 000000000069328 +Request Create Date : 10/18/01 1:39:02 PM +Requested For : mog.heu@enron.com +Resource Name : EOL US NatGas Trader +Resource Type : Applications + + + +" +"allen-p/deleted_items/92.","Message-ID: <19640321.1075858631450.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 12:05:19 -0700 (PDT) +From: arsystem@mailman.enron.com +To: pallen@enron.com +Subject: ISC - Customer Service Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +ISC - Customer Service Survey Ticket#HD0000000650010, Password Reset + + + + +: Thank you for taking the time to fill out our Customer Service Survey. +Your input is crucial to our continued efforts in establishing and providing you with World Class Support. + +Please take a minute and complete the 5 question survey then submit it back to us when you are done. + +Once again, thank you for your participation. + +ISC Customer Care Group + +http://rc.enron.com/survey/survey_1.asp?id=000000000002507 + + + +" +"allen-p/deleted_items/93.","Message-ID: <19937858.1075858631491.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 11:52:23 -0700 (PDT) +From: joannie.williamson@enron.com +To: jeff.messina@enron.com, k..allen@enron.com, sally.beck@enron.com, + tim.belden@enron.com, jeremy.blachman@enron.com, + raymond.bowen@enron.com, london.brown@enron.com, bob.butts@enron.com, + rick.buy@enron.com, f..calger@enron.com, richard.causey@enron.com, + wade.cline@enron.com, wes.colwell@enron.com, bill.cordes@enron.com, + david.cox@enron.com, joseph.deffner@enron.com, + david.delainey@enron.com, james.derrick@enron.com, + j..detmering@enron.com, janet.dietrich@enron.com, + rich.dimichele@enron.com, keith.dodson@enron.com, + jeff.donahue@enron.com, david.duran@enron.com, + fernley.dyson@enron.com, connie.estrems@enron.com, + jim.fallon@enron.com, michael.farmer@enron.com, + andrew.fastow@enron.com, bay.frank@enron.com, mark.frevert@enron.com, + kevin.garland@enron.com, john.gillis@enron.com, ben.glisan@enron.com, + joe.gold@enron.com, e..haedicke@enron.com, robert.hayes@enron.com, + rod.hayslett@enron.com, robert.hermann@enron.com, + gary.hickerson@enron.com, stanley.horton@enron.com, + a..hughes@enron.com, michael.hutchinson@enron.com, + charlene.jackson@enron.com, earle.joseph@enron.com, + j.kaminski@enron.com, j..kean@enron.com, joe.kishkill@enron.com, + louise.kitchen@enron.com, mark.koenig@enron.com, + john.lavorato@enron.com, kenneth.lay@enron.com, dan.leff@enron.com, + richard.lewis@enron.com, a..lindholm@enron.com, phil.lowry@enron.com, + danny.mccarty@enron.com, george.mcclellan@enron.com, + mike.mcconnell@enron.com, rebecca.mcdonald@enron.com, + jeffrey.mcmahon@enron.com, mark.metts@enron.com, + rob.milnthorp@enron.com, kristina.mordaunt@enron.com, + s..muller@enron.com, julia.murray@enron.com, cindy.olson@enron.com, + greg.piper@enron.com, jim.prentice@enron.com, + brian.redmond@enron.com, paula.rieker@enron.com, + gahn.scott@enron.com, matthew.scrimshaw@enron.com, + a..shankman@enron.com, richard.shapiro@enron.com, + vicki.sharp@enron.com, rex.shelby@enron.com, + jeffrey.sherrick@enron.com, john.sherriff@enron.com, + frank.stabler@enron.com, colleen.sullivan@enron.com, + mitch.taylor@enron.com, elizabeth.tilney@enron.com, + adam.umanoff@enron.com, rob.walls@enron.com, george.wasaff@enron.com, + greg.whalley@enron.com +Subject: Quarterly Managing Director Meeting - Monday, October 22 +Cc: donna.teal@enron.com, jennifer.adams@enron.com, amelia.alder@enron.com, + gloria.alvarez@enron.com, megan.angelos@enron.com, + julie.armstrong@enron.com, kimberly.bates@enron.com, + martha.benner@enron.com, rosario.boling@enron.com, + hilda.bourgeois-galloway@enron.com, erica.braden@enron.com, + loretta.brelsford@enron.com, ann.brown@enron.com, + kathy.campos@enron.com, nella.cappelletto@enron.com, + lillian.carroll@enron.com, crissy.collett@enron.com, + shirley.crenshaw@enron.com, l..cromwell@enron.com, + binky.davidson@enron.com, debra.davidson@enron.com, + ginger.dernehl@enron.com, sharon.dick@enron.com, + kathy.dodgen@enron.com, joyce.dorsey@enron.com, + susan.fallon@enron.com, dolores.fisher@enron.com, + debbie.foot@enron.com, carolyn.george@enron.com, + dortha.gray@enron.com, mollie.gustafson@enron.com, + linda.hawkins@enron.com, debra.hicks@enron.com, + esmeralda.hinojosa@enron.com, janice.hogan@enron.com, + lila.holst@enron.com, barbara.hooks@enron.com, + tammy.kovalcik@enron.com, cheryl.kuehl@enron.com, + sandy.lewelling@enron.com, tracie.mccormack@enron.com, + yorleni.mendez@enron.com, bobbie.moody@enron.com, + beena.pradhan@enron.com, ina.rangel@enron.com, tina.rode@enron.com, + edineth.santos@enron.com, nicole.scott@enron.com, + nikki.slade@enron.com, tina.spiller@enron.com, + lorraine.telles@enron.com, shirley.tijerina@enron.com, + christina.valdez@enron.com, judy.zoch@enron.com, + connie.blackwood@enron.com, jennifer.burns@enron.com, + kay.chapman@enron.com, inez.dauterive@enron.com, nicki.daw@enron.com, + janette.elbertson@enron.com, kerry.ferrari@enron.com, + rosalee.fleming@enron.com, sue.ford@enron.com, j.harris@enron.com, + k..heathman@enron.com, kimberly.hillis@enron.com, + bridget.maronge@enron.com, lucy.marshall@enron.com, + maureen.mcvicker@enron.com, cathy.phillips@enron.com, + marisa.rapacioli@enron.com, marsha.schiller@enron.com, + tammie.schoppe@enron.com, cindy.stark@enron.com, + liz.taylor@enron.com, wells.tori@enron.com, laura.valencia@enron.com, + sharron.westbrook@enron.com, joannie.williamson@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: donna.teal@enron.com, jennifer.adams@enron.com, amelia.alder@enron.com, + gloria.alvarez@enron.com, megan.angelos@enron.com, + julie.armstrong@enron.com, kimberly.bates@enron.com, + martha.benner@enron.com, rosario.boling@enron.com, + hilda.bourgeois-galloway@enron.com, erica.braden@enron.com, + loretta.brelsford@enron.com, ann.brown@enron.com, + kathy.campos@enron.com, nella.cappelletto@enron.com, + lillian.carroll@enron.com, crissy.collett@enron.com, + shirley.crenshaw@enron.com, l..cromwell@enron.com, + binky.davidson@enron.com, debra.davidson@enron.com, + ginger.dernehl@enron.com, sharon.dick@enron.com, + kathy.dodgen@enron.com, joyce.dorsey@enron.com, + susan.fallon@enron.com, dolores.fisher@enron.com, + debbie.foot@enron.com, carolyn.george@enron.com, + dortha.gray@enron.com, mollie.gustafson@enron.com, + linda.hawkins@enron.com, debra.hicks@enron.com, + esmeralda.hinojosa@enron.com, janice.hogan@enron.com, + lila.holst@enron.com, barbara.hooks@enron.com, + tammy.kovalcik@enron.com, cheryl.kuehl@enron.com, + sandy.lewelling@enron.com, tracie.mccormack@enron.com, + yorleni.mendez@enron.com, bobbie.moody@enron.com, + beena.pradhan@enron.com, ina.rangel@enron.com, tina.rode@enron.com, + edineth.santos@enron.com, nicole.scott@enron.com, + nikki.slade@enron.com, tina.spiller@enron.com, + lorraine.telles@enron.com, shirley.tijerina@enron.com, + christina.valdez@enron.com, judy.zoch@enron.com, + connie.blackwood@enron.com, jennifer.burns@enron.com, + kay.chapman@enron.com, inez.dauterive@enron.com, nicki.daw@enron.com, + janette.elbertson@enron.com, kerry.ferrari@enron.com, + rosalee.fleming@enron.com, sue.ford@enron.com, j.harris@enron.com, + k..heathman@enron.com, kimberly.hillis@enron.com, + bridget.maronge@enron.com, lucy.marshall@enron.com, + maureen.mcvicker@enron.com, cathy.phillips@enron.com, + marisa.rapacioli@enron.com, marsha.schiller@enron.com, + tammie.schoppe@enron.com, cindy.stark@enron.com, + liz.taylor@enron.com, wells.tori@enron.com, laura.valencia@enron.com, + sharron.westbrook@enron.com, joannie.williamson@enron.com +X-From: Williamson, Joannie +X-To: Messina, Jeff , Allen, Phillip K. , Beck, Sally , Belden, Tim , Blachman, Jeremy , Bowen Jr., Raymond , Brown, Michael - COO London , Butts, Bob , Buy, Rick , Calger, Christopher F. , Causey, Richard , Cline, Wade , Colwell, Wes , Cordes, Bill , Cox, David , Deffner, Joseph , Delainey, David , Derrick Jr., James , Detmering, Timothy J. , Dietrich, Janet , Dimichele, Rich , Dodson, Keith , Donahue, Jeff , Duran, W. David , Dyson, Fernley , Estrems, Connie , Fallon, Jim , Farmer, Michael , Fastow, Andrew , Frank Bay , Frevert, Mark , Garland, Kevin , Gillis, John , Glisan, Ben , Gold, Joe , Haedicke, Mark E. , Hayes, Robert , Hayslett, Rod , Hermann, Robert , Hickerson, Gary , Horton, Stanley , Hughes, James A. , Hutchinson, Michael , Jackson, Charlene , Joseph Earle , Kaminski, Vince J , Kean, Steven J. , Kishkill, Joe , Kitchen, Louise , Koenig, Mark , Lavorato, John , Lay, Kenneth , Leff, Dan , Lewis, Richard , Lindholm, Tod A. , Lowry, Phil , McCarty, Danny , Mcclellan, George , Mcconnell, Mike , McDonald, Rebecca , McMahon, Jeffrey , Metts, Mark , Milnthorp, Rob , Mordaunt, Kristina , Muller, Mark S. , Murray, Julia , Olson, Cindy , Piper, Greg , Prentice, Jim , Redmond, Brian , Rieker, Paula , Scott Gahn , Scrimshaw, Matthew , Shankman, Jeffrey A. , Shapiro, Richard , Sharp, Vicki , Shelby, Rex , Sherrick, Jeffrey , Sherriff, John , Stabler, Frank , Sullivan, Colleen , Taylor, Mitch , Tilney, Elizabeth , Umanoff, Adam , Walls Jr., Rob , Wasaff, George , Whalley, Greg +X-cc: Teal, Donna , Adams, Jennifer , Adams, Rachael ( Metals ) , Alder, Amelia , Alvarez, Gloria , Angelos, Megan , Armstrong, Julie , Bates, Kimberly , Benner, Martha , Boling, Rosario , Bourgeois-Galloway, Hilda , Braden, Erica , Brelsford, Loretta , Brown, Ruth Ann , Campos, Kathy , Cappelletto, Nella , Carroll, Lillian , Collett, Crissy , Crenshaw, Shirley , Cromwell, Sheri L. , Davidson, Binky , Davidson, Debra , Dernehl, Ginger , Dick, Sharon , Dodgen, Kathy , Dorsey, Joyce , Fallon, Susan , Fisher, Dolores , Foot, Debbie , George, Carolyn , Gray, Dortha , Gustafson, Mollie , Hawkins, Linda , Hicks, Debra , Hinojosa, Esmeralda , Hogan, Janice , Holst, Lila , Hooks, Barbara , Kovalcik, Tammy , Kuehl, Cheryl , Lewelling, Sandy , McCormack, Tracie , Mendez, Yorleni , Moody, Bobbie , Pradhan, Beena , Rangel, Ina , Rode, Tina , Santos, Edineth , Scott, Nicole , Slade, Nikki , Spiller, Tina , Telles, Lorraine , Tijerina, Shirley , Valdez, Christina , Zoch, Judy , Blackwood, Connie , Burns, Jennifer , Chapman, Kay , Dauterive, Inez , Daw, Nicki , Elbertson, Janette , Ferrari, Kerry , Fleming, Rosalee , Ford, Sue , Harris, Stephanie J , Heathman, Karen K. , Hillis, Kimberly , Maronge, Bridget , Marshall, Lucy , McVicker, Maureen , Phillips, Cathy , Rapacioli, Marisa , Schiller, Marsha , Schoppe, Tammie , Stark, Cindy , Taylor, Liz , Tori Wells , Valencia, Laura , Westbrook, Sharron , Williamson, Joannie +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please plan to attend the Quarterly Managing Director Meeting scheduled for Monday, October 22. An agenda will be distributed at the meeting. + +Meeting details are as follows: + +Monday, October 22 +8:30 - Noon +Hyatt Regency +Dogwood Room (located on the 3rd floor) + +A video connection will be made from the London office. + +Please call if you have any questions. +Joannie +3-1769" +"allen-p/deleted_items/94.","Message-ID: <21029488.1075858631514.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 14:25:41 -0700 (PDT) +From: wise.counsel@lpl.com +To: pallen@enron.com +Subject: Huntley followup question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Robert W. Huntley, CFP"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Phillip, + +I forgot to ask if you have a recent survey of the lot from when you closed? I would like to see if we'll have any easement problems above or around the garage area to consider. + +If you find something and it's faxable, please send it to my fax at 281-858-1127. Feel free to call first if you have any comments. + +Thanks, + +Bob Huntley +281-858-0000" +"allen-p/deleted_items/95.","Message-ID: <13777976.1075858631538.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 06:54:08 -0700 (PDT) +From: mac.d.hargrove@rssmb.com +To: k..allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Hargrove, Mac D [PVTC]"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +the dallas seminar dates are changing...the trader in ny is working the +straddle + +mac +> ---------- +> From: Hargrove, Mac D [PVTC] +> Sent: Wednesday, October 10, 2001 11:21 AM +> To: 'phillip.k.allen@enron.com' +> +> <> < WTC-9-26-mast.doc>> <> +> + + +-------------------------------------------------------------- +Reminder: E-mail sent through the Internet is not secure. +Do not use e-mail to send us confidential information +such as credit card numbers, changes of address, PIN +numbers, passwords, or other important information. +Do not e-mail orders to buy or sell securities, transfer +funds, or send time sensitive instructions. We will not +accept such orders or instructions. This e-mail is not +an official trade confirmation for transactions executed +for your account. Your e-mail message is not private in +that it is subject to review by the Firm, its officers, +agents and employees. +-------------------------------------------------------------- + - Final Client Fact Card (AI0122).pdf + - TSP-position on WTC-9-26-mast.doc + - DallasClientTSTinvitation.doc " +"allen-p/deleted_items/96.","Message-ID: <7320375.1075858631562.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 23:03:45 -0700 (PDT) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: Showdown: Sun, MS square off over Web services +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +SHOWDOWN: SUN, MS SQUARE OFF OVER WEB SERVICES + + Next week brings us a pair of dueling conferences, + as Microsoft and Sun try to woo folks into following + their visions for Web services. But is calling + the competition a battle a fair assessment, + when MS is already so far ahead? + +http://cgi.zdnet.com/slink?/adeskb/adt1019/2818447:8593142 + + PLUS: DON'T MISS WINDOWS XP WEEK ON ANCHORDESK! + +http://cgi.zdnet.com/slink?/adeskb/adt1019/2818519:8593142 + +# + + +_____________________NEWS ANALYSIS_____________________ + +Patrick Houston + + NANOTECHNOLOGY: INSIDE THE 'SINGLE MOLECULE' TRANSISTOR + + Death and taxes aren't life's only inevitabilities + after all. There's another: miniaturization. + Latest example comes from Bell Labs, + which unveiled a carbon transistor + thousands of times smaller than those + now inside a Pentium 4. + + PLUS: + + DRINKING AND DRIVING DON'T MIX--NEITHER + DO OFFICE XP AND IE 5 + + SEXES APPEAL: UK WANTS MORE IT WOMEN, + FEWER NERDS + +http://cgi.zdnet.com/slink?/adeskb/adt1019/2818887:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +John Morris and Josh Taylor + + WHY VIEWSONIC'S NEW MONITOR FALLS FLAT--PLUS MORE + REVIEWS + + New 17-inch flat-panel displays have become + almost affordable in the past year. But at + $799, ViewSonic's new model is at the high + end of the price range--and the features don't + justify the cost. Josh and John tell you why + as they bring you this week's new-product + roundup. + + +http://cgi.zdnet.com/slink?/adeskb/adt1019/2818859:8593142 + + +=09=09=09> > > > > + + +David Berlind + + PRIVACY: WHY TECH SHOULD TAKE A BACK SEAT TO TRUST + + Microsoft and the Liberty Alliance may end + up producing incompatible single sign-in + technologies. But David says the bigger issue + is whether consumers and businesses will + put their faith in one, both--or neither. + + + +http://cgi.zdnet.com/slink?/adeskb/adt1019/2818441:8593142 + + +=09=09=09> > > > > + + +Preston Gralla + + NO NEED FOR ACROBAT-ICS: 3 NEW WAYS TO CREATE PDF + FILES + + Adobe Acrobat is a great tool for converting + files to a format that can be read by any computer, + any software, anywhere. But Preston knows + not everyone wants to pony up for the full program, + so he's found three shareware options that'll + do the trick instead. + + +http://cgi.zdnet.com/slink?/adeskb/adt1019/2818436:8593142 + + +=09=09=09> > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +MEET THE TOP LINUX GUIS +http://www.zdnet.com/techupdate/stories/main/0,14179,2816006,00.html + + +THE KEY TO SUCCESSFUL WEB SERVICES +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/m= +ain/0,14179,2817157,00.html + +HOW (AND WHY) TO HIRE A HACKER +http://chkpt.zdnet.com/chkpt/adeskclicks/www.zdnet.com/techupdate/stories/m= +ain/0,14179,2817146,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Find the facts on firewalls and compare other security solutions. +http://cgi.zdnet.com/slink?151259:8593142 + +Laid off? Check out over 90,000 tech job listings. +http://cgi.zdnet.com/slink?151260:8593142 + +Take SmartPlanet's online classes for the skills you need to get ahead. +http://cgi.zdnet.com/slink?151261:8593142 + +Get 100=12s of IT downloads FREE from TechRepublic. +http://cgi.zdnet.com/slink?151262:8593142 + +eBusiness Update: Can dot-coms benefit from filing for bankruptcy? +http://cgi.zdnet.com/slink?151263:8593142 + +************************************************************* + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ) 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/deleted_items/98.","Message-ID: <22947494.1075858631657.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 16:03:16 -0700 (PDT) +From: e-mail.center@wsj.com +To: tech_alert@listserv.dowjones.com +Subject: TECH ALERT: New-Media Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""WSJ.com Editors"" +X-To: TECH_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +__________________________________ +TECHNOLOGY ALERT +from The Wall Street Journal + + +Oct. 18, 2001 + +AFTER SERVING UP boring banners for years, online publishers and advertisers +are getting creative. The banner ad is ""the biggest mistake we've ever +made,"" says one member of our roundtable discussion, in the first of a +series of articles on the new-media industry. To read the article, see: +http://wsj.com/articles/SB1001972289806876120.htm + +TO CAST YOUR VOTE on what kind of marketing you'd prefer (or least dislike) +while surfing the Web -- e-mail, banners, or instant messages, among others +-- go to: +http://discussions.wsj.com/n/mb/message.asp?webtag=wsjvoices&msg=2190.1 + + +__________________________________ +ADVERTISEMENT + +Receive a report on transformational strategies +to create value through personalized self-service! + +http://www.broadvision.com/jump/wsjb.html + +BroadVision is the leading supplier of Enterprise +Self-Service (ESS), delivering business value +through business process transformation. + +_________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2001 Dow Jones & Company, Inc. All Rights Reserved." +"allen-p/deleted_items/99.","Message-ID: <3902247.1075858631679.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 17:26:04 -0700 (PDT) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Deleted Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 6 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/discussion_threads/1.","Message-ID: <20379972.1075855673249.JavaMail.evans@thyme> +Date: Fri, 10 Dec 1999 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: naomi.johnston@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Naomi Johnston +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Naomi, + +The two analysts that I have had contact with are Matt Lenhart and Vishal +Apte. +Matt will be represented by Jeff Shankman. +Vishal joined our group in October. He was in the Power Trading Group for +the first 9 months. +I spoke to Jim Fallon and we agreed that he should be in the excellent +category. I just don't want Vishal +to go unrepresented since he changed groups mid year. + +Call me with questions.(x37041) + +Phillip Allen +West Gas Trading" +"allen-p/discussion_threads/10.","Message-ID: <21833620.1075855673443.JavaMail.evans@thyme> +Date: Thu, 13 Jan 2000 02:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: eol +Cc: dale.neuner@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dale.neuner@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Dale Neuner +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda: + +Please authorize the following products for approval. customers are +expecting to see them on 1/14. + + PG&E Citygate-Daily Physical, BOM Physical, Monthly Index Physical + Malin-Daily Physical, BOM Physical, Monthly Index Physical + Keystone-Monthly Index Physical + Socal Border-Daily Physical, BOM Physical, Monthly Index Physical + PG&E Topock-Daily Physical, BOM Physical, Monthly Index Physical + + +Please approve and forward to Dale Neuner + +Thank you +Phillip" +"allen-p/discussion_threads/100.","Message-ID: <25754034.1075855675456.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: ENA Management Committee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/16/2000 +10:58 AM --------------------------- + + + + From: David W Delainey 08/15/2000 01:28 PM + + +Sent by: Kay Chapman +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, W David Duran/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, +Jeff Donahue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, C John +Thompson/Corp/Enron@ENRON, Scott Josey/Corp/Enron@ENRON, Rob +Milnthorp/CAL/ECT@ECT, Max Yzaguirre/NA/Enron@ENRON, Beth +Perlman/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, David +Oxley/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Jordan Mintz/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT +cc: Mollie Gustafson/PDX/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Ina +Rangel/HOU/ECT@ECT, Kimberly Brown/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Christy Chapman/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, Marsha +Schiller/HOU/ECT@ECT, Lillian Carroll/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Nicole Mayer/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Angela +McCulloch/CAL/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Cherylene R +Westbrook/HOU/ECT@ECT, Shirley Tijerina/Corp/Enron@ENRON, Nicki +Daw/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: ENA Management Committee + + +This is a reminder !!!!! There will be a Friday Meeting August 18, 2000. +This meeting replaces the every Friday Meeting and will be held every other +Friday. + + + Date: Friday August 18, 2000 + + Time: 2:30 pm - 4:30 pm + + Location: 30C1 + + Topic: ENA Management Committee + + + + +If you have any questions or conflicts, please feel free to call me (3-0643) +or Bev (3-7857). + +Thanks, + +Kay 3-0643" +"allen-p/discussion_threads/101.","Message-ID: <29444139.1075855675477.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/17/2000 02:37:55 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + Today was one of those days because Wade had to go pay his fine and +I had to go take him that takes alot of time out of my schedule.If you get a +chance will you mention to him that he needs to, try to fix his van so tht +he can go get what ever he needs. Tomorrow gary is going to be here.I have +to go but Iwill E-Mail you tomorrow + Lucy + +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/discussion_threads/102.","Message-ID: <6888095.1075855675499.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/16/2000 02:44:36 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + The a/c I bought today for #17 cost $166.71 pd by ck#1429 + 8/16/00 at WAL-MART.Also on 8/15/00 Ralph's Appliance Centerck#1428 + frig & stove for apt #20-B IVOICE # 000119 AMT=308.56 (STOVE=150.00 + (frig=125.00)DEL CHRG=15.00\TAX=18.56 TOTAL=308.56.FAX MACHINE FOR +FFICE CK # 1427=108.25 FROM sTEELMAN OFFICE PRODUC + +TS. Thanxs, Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/discussion_threads/103.","Message-ID: <5427045.1075855675520.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Duties +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:39 PM --------------------------- + + +""Lucy Gonzalez"" on 08/15/2000 02:32:57 PM +To: pallen@enron.com +cc: +Subject: Daily Duties + + + + Phillip, + We have been working on different apartments today and having to +listen to different, people about what Mary is saying should i be worried? +ants seem to be invading my apartment.You got my other fax's Wade is working +on the bulletin board that I need up so that I can let tenants know about +what is going on.Gave #25 a notice about having to many people staying in +that apt and that problem has been resolved.Also I have a tenant in #29 that +is complaining about #28 using fowl language.I sent #28 a lease violation we +will see how that goes + call you tomorrow + Thanx Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/discussion_threads/104.","Message-ID: <11413887.1075855675542.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mac.d.hargrove@rssmb.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + + Thanks for the research report on EOG. Here are my observations: + + Gas Sales 916,000/day x 365 days = 334,340,000/year + + Estimated Gas Prices $985,721,000/334,340,000= $2.95/mcf + + Actual gas prices are around $1.00/mcf higher and rising. + + Recalc of EPS with more accurate gas prices: + (334,340,000 mct X $1/mcf)/116,897,000 shares outst = $2.86 additional EPS +X 12 P/E multiple = $34 a share + + + That is just a back of the envelope valuation based on gas prices. I think +crude price are undervalued by the tune of $10/share. + + Current price 37 + Nat. Gas 34 + Crude 10 + + Total 81 + + + Can you take a look at these numbers and play devil's advocate? To me this +looks like the best stock to own Also can you send me a report on Calpine, +Tosco, and SLB? + + +Thank you, + + Phillip + + + + +" +"allen-p/discussion_threads/105.","Message-ID: <2521133.1075855675564.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 08:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Open the ""utility"" spreadsheet and try to complete the analysis of whether it +is better to be a small commercial or a medium commercial (LP-1). +You will need to get the usage for that meter for the last 12 months. If we +have one year of data, we can tell which will be cheaper. Use the rates +described in the spreadsheet. This is a great chance for you to practice +excel. +" +"allen-p/discussion_threads/106.","Message-ID: <26997307.1075855675585.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 04:25:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please open this excel file and input the rents and names due for this week. +Then email the file back. +" +"allen-p/discussion_threads/107.","Message-ID: <20719698.1075855675606.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 01:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + The rent roll spreadsheet is starting to look better. See if you can add +these modifications: + + 1. Use a formula in column E. Add the value in column C to column D. It +should read =c6+d6. Then copy this formula to the rows below. + + 2. Column H needs a formula. Subtract amount paid from amount owed. +=e6-g6. + + 3. Column F is filled with the #### sign. this is because the column width +is too narrow. Use you mouse to click on the line beside the + letter F. Hold the left mouse button down and drag the column wider. + + 4. After we get the rent part fixed, lets bring the database columns up to +this sheet and place them to the right in columns J and beyond. + +Phillip" +"allen-p/discussion_threads/108.","Message-ID: <8069939.1075855675628.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brad.mcsherry@enron.com +Subject: +Cc: john.lavorato@enron.com, hunter.shively@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, hunter.shively@enron.com +X-From: Phillip K Allen +X-To: Brad McSherry +X-cc: John J Lavorato, Hunter S Shively +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brad, + + With regard to Tori Kuykendall, I would like to promote her to commercial +manager instead of converting her from a commercial support manager to an +associate. Her duties since the beginning of the year have been those of a +commercial manager. I have no doubt that she will compare favorably to +others in that category at year end. + + Martin Cuilla on the central desk is in a similiar situation as Tori. +Hunter would like Martin handled the same as Tori. + + Let me know if there are any issues. + +Phillip" +"allen-p/discussion_threads/109.","Message-ID: <4467236.1075855675651.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Attached is a spreadsheet that lists the end of day midmarkets for socal +basis and socal/san juan spreads. I listed the days during bidweek that +reflected financial trading for Socal Index and the actual gas daily prints +before and after bidweek. + + + + + + + + + The following observations can be made: + + July 1. The basis market anticipated a Socal/San Juan spread of .81 vs +actual of .79 + 2. Perceived index was 4.95 vs actual of 4.91 + 3. Socal Gas Daily Swaps are trading at a significant premium. + + Aug. 1. The basis market anticipated a Socal/San Juan spread of 1.04 vs +actual of .99 + 2. Perceived index was 4.54 vs actual of 4.49 + 3. Gas daily spreads were much wider before and after bidweek than the +monthly postings + 4. Socal Gas Daily Swaps are trading at a significant premium. + + + + Enron Online will allow you to monitor the value of financial swaps against +the index, as well as, spreads to other locations. Please call with any +questions. + +Phillip + + + " +"allen-p/discussion_threads/11.","Message-ID: <6387360.1075855673465.JavaMail.evans@thyme> +Date: Mon, 17 Jan 2000 00:47:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Cc: brenda.flores-cuellar@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: brenda.flores-cuellar@enron.com +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: Brenda Flores-Cuellar +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tara, + +Please make the following changes: + + FT-West -change master user from Phillip Allen to Keith Holst + + IM-West-Change master user from Bob Shiring to Phillip Allen + + Mock both existing profiles. + + +Please make these changes on 1/17/00 at noon. + +Thank you + +Phillip" +"allen-p/discussion_threads/110.","Message-ID: <19580294.1075855675672.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + The following is a guest password that will allow you temporary view only +access to EnronOnline. Please note, the user ID and password are CASE +SENSITIVE. + +Guest User ID: GNA45925 +Guest Password: YJ53KU42 + +Log in to www.enrononline.com and install shockwave using instructions +below. I have set up a composite page with western basis and cash prices to +help you filter through the products. The title of the composite page is +Mark's Page. If you have any problems logging in you can call me at +(713)853-7041 or Kathy Moore, EnronOnline HelpDesk, 713/853-HELP (4357). + + +The Shockwave installer can be found within ""About EnronOnline"" on the home +page. After opening ""About EnronOnline"", using right scroll bar, go to the +bottom. Click on ""download Shockwave"" and follow the directions. After +loading Shockwave, shut down and reopen browser (i.e. Microsoft Internet +Explorer/Netscape). + +I hope you will find this site useful. + + +Sincerely, + +Phillip Allen + +" +"allen-p/discussion_threads/111.","Message-ID: <17691514.1075855675694.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby, Keith Holst, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/28/2000 +01:39 PM --------------------------- + +Kristian J Lande + +08/24/2000 03:56 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: New Generation + + + +Sorry, +Report as of August 24, 2000 +" +"allen-p/discussion_threads/112.","Message-ID: <15457398.1075855675716.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda + + Can you send me your address in College Station. + +Phillip" +"allen-p/discussion_threads/113.","Message-ID: <14082065.1075855675737.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 05:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Were you able to log in to enron online and find socal today? + + I will follow up with a list of our physical deals done yesterday and today. + +Phillip" +"allen-p/discussion_threads/114.","Message-ID: <17867648.1075855675758.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 09:20:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip" +"allen-p/discussion_threads/115.","Message-ID: <22954147.1075855675779.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 03:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kolinge@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kolinge@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +10:17 AM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/discussion_threads/116.","Message-ID: <15058285.1075855675801.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: debe@fsddatasvc.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: debe@fsddatasvc.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P" +"allen-p/discussion_threads/117.","Message-ID: <17079160.1075855675822.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +01:13 PM --------------------------- + + +""Christi Smith"" on 08/31/2000 10:32:49 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" , ""Deborah Evans (E-mail)"" + +Subject: Receipt of Team Selection Form - Executive Impact & Influence Program + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/discussion_threads/118.","Message-ID: <24833814.1075855675844.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Can you give access to the new west power site to Jay Reitmeyer. He is an +analyst in our group. + +Phillip" +"allen-p/discussion_threads/119.","Message-ID: <31892916.1075855675865.JavaMail.evans@thyme> +Date: Fri, 1 Sep 2000 06:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, frank.ermis@enron.com +Subject: FYI +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/01/2000 +01:07 PM --------------------------- + + Enron North America Corp. + + From: Matt Motley 09/01/2000 08:53 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: FYI + + +-- + + + + - Ray Niles on Price Caps.pdf + + +" +"allen-p/discussion_threads/12.","Message-ID: <11742106.1075855673487.JavaMail.evans@thyme> +Date: Tue, 18 Jan 2000 10:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: Choosing a style +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2000 +06:03 PM --------------------------- + + +enorman@living.com on 01/18/2000 02:44:50 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: ben@living.com, enorman@living.com, stephanie@living.com +Subject: RE: Choosing a style + + + +Re. Your living.com inquiry + +Thank you for your inquiry. Please create an account, so we can +assist you more effectively in the future. Go to: +http://www.living.com/util/login.jhtml + +I have selected a few pieces that might work for you. To view, simply click +on the following URLs. I hope these are helpful! + +Area Rugs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-ISPE-NJ600%282X3 +%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CCON-300-7039%28 +2X3%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-MERI-LANDNEEDLE% +284X6%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PAND-5921092%289 +.5X13.5%29 + +Sofas: +http://www.living.com/shopping/item/item.jhtml?productId=LC-SFUP-3923A + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-583-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-359-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-JJHY-200-104S + +Chairs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-566INC + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-711RCL + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-686 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SWOO-461-37 + +Occasional Tables: +http://www.living.com/shopping/item/item.jhtml?productId=LC-MAGP-31921 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PULA-623102 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-01CEN906-E + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-02CEN001 + +Dining Set: +http://www.living.com/shopping/item/item.jhtml?productId=LC-VILA-COMP-001 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SITC-FH402C-HHR + +http://www.living.com/shopping/item/item.jhtml?productId=LC-COCH-24-854 + +Best Regards, + +Erika +designadvice@living.com + +P.S. Check out our January Clearance +http://living.com/sales/january_clearance.jhtml +and our Valentine's Day Gifts +http://living.com/shopping/list/list.jhtml?type=2011&sale=valentines +-----Original Message----- +From: pallen@enron.com [mailto:pallen@enron.com] +Sent: Monday, January 17, 2000 5:20 PM +To: designadvice@living.com +Subject: Choosing a style + + +I am planning to build a house in the Texas hillcountry. The exterior will +be a farmhouse style with porches on front and back. I am considering the +following features: stained and scored concrete floors, an open +living/dining/kitchen concept, lots of windows, a home office, 4 bedrooms +all upstairs. I want a very relaxed and comfortable style, but not exactly +country. Can you help? + + +========================================== +Additional user info: +ID = 3052970 +email = pallen@enron.com +FirstName = phillip +LastName = allen +" +"allen-p/discussion_threads/120.","Message-ID: <25748733.1075855675886.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dexter@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:29 PM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/discussion_threads/121.","Message-ID: <7456470.1075855675908.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:50 PM --------------------------- + + +""Christi Smith"" on 09/05/2000 11:40:59 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence +Program + + +We have not received your completed Team Selection information. It is +imperative that we receive your team's information (email, phone number, +office) asap. We cannot start your administration without this information, +and your raters will have less time to provide feedback for you. + +Thank you for your assistance. + +Christi + +-----Original Message----- +From: Christi Smith [mailto:christi.smith@lrinet.com] +Sent: Thursday, August 31, 2000 10:33 AM +To: 'Phillip.K.Allen@enron.com' +Cc: Debbie Nowak (E-mail); Deborah Evans (E-mail) +Subject: Receipt of Team Selection Form - Executive Impact & Influence +Program +Importance: High + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/discussion_threads/122.","Message-ID: <28646987.1075855675930.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Can you pull Tori K.'s and Martin Cuilla's resumes and past performance +reviews from H.R. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:44 AM --------------------------- + + +John J Lavorato@ENRON +09/06/2000 05:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +The commercial support people that you and Hunter want to make commercial +managers. +" +"allen-p/discussion_threads/123.","Message-ID: <30925649.1075855675955.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: thomas.martin@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + jay.reitmeyer@enron.com, frank.ermis@enron.com +Subject: Wow +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Thomas A Martin, Mike Grigsby, Keith Holst, Jay Reitmeyer, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:49 AM --------------------------- + + +Jeff Richter +09/06/2000 07:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 09/06/2000 09:45 +AM --------------------------- +To: Mike Swerzbin/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Sean +Crandall/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Jeff Richter/HOU/ECT@ECT, John +M Forney/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 09/06/2000 07:27 AM +--------------------------- + + Enron Capital & Trade Resources Corp. + + From: Kevin M Presto 09/05/2000 01:59 PM + + +To: Tim Belden/HOU/ECT@ECT +cc: Rogers Herndon/HOU/ECT@ect, John Zufferli/HOU/ECT@ECT, Lloyd +Will/HOU/ECT@ECT, Doug Gilbert-Smith/Corp/Enron@ENRON, Mike +Swerzbin/HOU/ECT@ECT +Subject: Wow + +Do not underestimate the effects of the Internet economy on load growth. I +have been preaching the tremendous growth described below for the last year. +The utility infrastructure simply cannot handle these loads at the +distribution level and ultimatley distributed generation will be required for +power quality reasons. + +The City of Austin, TX has experienced 300+ MW of load growth this year due +to server farms and technology companies. There is a 100 MW server farm +trying to hook up to HL&P as we speak and they cannot deliver for 12 months +due to distribution infrastructure issues. Obviously, Seattle, Porltand, +Boise, Denver, San Fran and San Jose in your markets are in for a rude +awakening in the next 2-3 years. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 09/05/2000 +03:41 PM --------------------------- + + Enron North America Corp. + + From: John D Suarez 09/05/2000 01:45 PM + + +To: Kevin M Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Paul J +Broderick/HOU/ECT@ECT, Jeffrey Miller/NA/Enron@Enron +cc: +Subject: + + +---------------------- Forwarded by John D Suarez/HOU/ECT on 09/05/2000 01:46 +PM --------------------------- + + +George Hopley +09/05/2000 11:41 AM +To: John D Suarez/HOU/ECT@ECT, Suresh Vasan/Enron Communications@ENRON +COMMUNICATIONS@ENRON +cc: +Subject: + +Internet Data Gain Is a Major Power Drain on + Local Utilities + + ( September 05, 2000 ) + + + In 1997, a little-known Silicon Valley company called Exodus + Communications opened a 15,000-square-foot data center in +Tukwila. + + The mission was to handle the Internet traffic and +computer servers for the + region's growing number of dot-coms. + + Fast-forward to summer 2000. Exodus is now wrapping up +construction + on a new 13-acre, 576,000-square-foot data center less than +a mile from its + original facility. Sitting at the confluence of several +fiber optic backbones, the + Exodus plant will consume enough power for a small town and +eventually + house Internet servers for firms such as Avenue A, +Microsoft and Onvia.com. + + Exodus is not the only company building massive data +centers near Seattle. + More than a dozen companies -- with names like AboveNet, +Globix and + HostPro -- are looking for facilities here that will house +the networking + equipment of the Internet economy. + + It is a big business that could have an effect on +everything from your + monthly electric bill to the ease with which you access +your favorite Web sites. + + Data centers, also known as co-location facilities and +server farms, are + sprouting at such a furious pace in Tukwila and the Kent +Valley that some + have expressed concern over whether Seattle City Light and +Puget Sound + Energy can handle the power necessary to run these 24-hour, +high-security + facilities. + + ""We are talking to about half a dozen customers that +are requesting 445 + megawatts of power in a little area near Southcenter Mall,"" +said Karl + Karzmar, manager of revenue requirements for Puget Sound +Energy. ""That is + the equivalent of six oil refineries."" + + A relatively new phenomenon in the utility business, +the rise of the Internet + data center has some utility veterans scratching their +heads. + + Puget Sound Energy last week asked the Washington +Utilities and + Transportation Commission to accept a tariff on the new +data centers. The + tariff is designed to protect the company's existing +residential and business + customers from footing the bill for the new base stations +necessary to support + the projects. Those base stations could cost as much as $20 +million each, + Karzmar said. + + Not to be left behind, Seattle City Light plans to +bring up the data center + issue on Thursday at the Seattle City Council meeting. + + For the utilities that provide power to homes, +businesses and schools in the + region, this is a new and complex issue. + + On one hand, the data centers -- with their amazing +appetite for power -- + represent potentially lucrative business customers. The +facilities run 24 hours a + day, seven days a week, and therefore could become a +constant revenue + stream. On the other hand, they require so much energy that +they could + potentially flood the utilities with exorbitant capital +expenditures. + + Who will pay for those expenditures and what it will +mean for power rates + in the area is still open to debate. + + ""These facilities are what we call extremely dense +loads,"" said Bob Royer, + director of communications and public affairs at Seattle +City Light. + + ""The entire University of Washington, from stadium +lights at the football + game to the Medical School, averages 31 megawatts per day. +We have data + center projects in front of us that are asking for 30, 40 +and 50 megawatts."" + + With more than 1.5 million square feet, the Intergate +complex in Tukwila is + one of the biggest data centers. Sabey Corp. re-purchased +the 1.35 million + square-foot Intergate East facility last September from +Boeing Space & + Defense. In less than 12 months, the developer has leased +92 percent of the + six-building complex to seven different co-location +companies. + + ""It is probably the largest data center park in the +country,"" boasts Laurent + Poole, chief operating officer at Sabey. Exodus, ICG +Communications, + NetStream Communications, Pac West Telecomm and Zama +Networks all + lease space in the office park. + + After building Exodus' first Tukwila facility in 1997, +Sabey has become an + expert in the arena and now has facilities either under +management or + development in Los Angeles, Spokane and Denver. Poole +claims his firm is + one of the top four builders of Internet data centers in +the country. + + As more people access the Internet and conduct +bandwidth-heavy tasks + such as listening to online music, Poole said the need for +co-location space in + Seattle continues to escalate. + + But it is not just Seattle. The need for data center +space is growing at a + rapid clip at many technology hubs throughout the country, +causing similar + concerns among utilities in places such as Texas and +California. + + Exodus, one of the largest providers of co-location +space, plans to nearly + double the amount of space it has by the end of the year. +While companies + such as Amazon.com run their own server farms, many +high-tech companies + have decided to outsource the operations to companies such +as Exodus that + may be better prepared for dealing with Internet traffic +management. + + ""We have 2 million square feet of space under +construction and we plan to + double our size in the next nine months , yet there is more +demand right now + than data center space,"" said Steve Porter, an account +executive at Exodus in + Seattle. + + The booming market for co-location space has left some +in the local utility + industry perplexed. + + ""It accelerates in a quantum way what you have to do +to serve the growth,"" + said Seattle City Light's Royer. ""The utility industry is +almost stunned by this, in + a way."" + + + + + + + + +" +"allen-p/discussion_threads/124.","Message-ID: <9237607.1075855675977.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 06:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + I scheduled a meeting with Jean Mrha tomorrow at 3:30" +"allen-p/discussion_threads/125.","Message-ID: <115086.1075855676000.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: retwell@sanmarcos.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: retwell@sanmarcos.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + + Just a note to touch base on the sagewood townhomes and other development +opportunities. + + I stumbled across some other duplexes for sale on the same street. that were +built by Reagan Lehmann. 22 Units were sold for + around $2 million. ($182,000/duplex). I spoke to Reagan and he indicated +that he had more units under construction that would be + available in the 180's. Are the units he is selling significantly different +from yours? He mentioned some of the units are the 1308 floor + plan. My bid of 2.7 million is almost $193,000/duplex. + + As far as being an investor in a new project, I am still very interested. + + Call or email with your thoughts. + +Phillip" +"allen-p/discussion_threads/126.","Message-ID: <21662747.1075855676021.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +02:01 PM --------------------------- + + +Enron-admin@FSDDataSvc.com on 09/06/2000 10:12:33 AM +To: pallen@enron.com +cc: +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey + + +Executive Impact & Influence Program +* IMMEDIATE ACTION REQUIRED - Do Not Delete * + +As part of the Executive Impact and Influence Program, each participant +is asked to gather input on the participant's own management styles and +practices as experienced by their immediate manager, each direct report, +and up to eight peers/colleagues. + +You have been requested to provide feedback for a participant attending +the next program. Your input (i.e., a Self assessment, Manager assessment, +Direct Report assessment, or Peer/Colleague assessment) will be combined +with the input of others and used by the program participant to develop an +action plan to improve his/her management styles and practices. + +It is important that you complete this assessment +NO LATER THAN CLOSE OF BUSINESS Thursday, September 14. + +Since the feedback is such an important part of the program, the participant +will be asked to cancel his/her attendance if not enough feedback is +received. Therefore, your feedback is critical. + +To complete your assessment, please click on the following link or simply +open your internet browser and go to: + +http://www.fsddatasvc.com/enron + +Your unique ID for each participant you have been asked to rate is: + +Unique ID - Participant +EVH3JY - John Arnold +ER93FX - John Lavorato +EPEXWX - Hunter Shively + +If you experience technical problems, please call Dennis Ward at +FSD Data Services, 713-942-8436. If you have any questions about this +process, +you may contact Debbie Nowak at Enron, 713-853-3304, or Christi Smith at +Keilty, Goldsmith & Company, 858-450-2554. + +Thank you for your participation. +" +"allen-p/discussion_threads/127.","Message-ID: <20212302.1075855676044.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 08:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: utilities roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +03:53 PM --------------------------- + + +""Lucy Gonzalez"" on 09/06/2000 09:06:45 AM +To: pallen@enron.com +cc: +Subject: utilities roll + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - utility.xls + - utility.xls +" +"allen-p/discussion_threads/128.","Message-ID: <3105535.1075855676067.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:28 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/discussion_threads/129.","Message-ID: <17593938.1075855676089.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Sagewood Town Homes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:29 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:35:20 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Diana Zuniga"" + +Subject: Sagewood Town Homes + + +I was aware that Regan Lehman, the lot developer for the entire 70 lot +duplex project, was selling his units in the $180's, He does have a much +lower basis in the lots than anyone else, but the prime differences are due +to a) he is selling them during construction and b) they are smaller units. +We do not know the exact size of each of his units, but we believe one of +the duplexes is a 1164/1302 sq ft. plan. This would produce an average sq +footage of 1233, which would be $73.80 psf at $182,000. (I thought his +sales price was $187,000.) At this price psf our 1,376 sf unit would sell +for $203,108. +What is more important, in my view, is a) the rental rate and b) the +rent-ability. You have all of our current rental and cost data for your own +evaluation. As for rent-ability, I believe that we have shown that the +3-bedroom, 3.5 bath is strongly preferred in this market. In fact, if we +were able to purchase additional lots from Regan we would build 4 bedroom +units along with the 3-bedroom plan. +Phillip, I will call you today to go over this more thoroughly. +Sincerely, +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/discussion_threads/13.","Message-ID: <15967081.1075855673509.JavaMail.evans@thyme> +Date: Thu, 27 Jan 2000 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: dopewars +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/27/2000 +04:44 PM --------------------------- + + +Matthew Lenhart +01/24/2000 06:22 AM +To: Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT +cc: +Subject: dopewars + + +---------------------- Forwarded by Matthew Lenhart/HOU/ECT on 01/24/2000 +08:21 AM --------------------------- + + +""mlenhart"" on 01/23/2000 06:34:13 PM +Please respond to mlenhart@mail.ev1.net +To: Matthew Lenhart/HOU/ECT@ECT, mmitchm@msn.com +cc: + +Subject: dopewars + + + + + + - DOPEWARS.exe + + +" +"allen-p/discussion_threads/130.","Message-ID: <19661582.1075855676110.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 08:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + + 9/8 9/7 diff + +Socal 36,600 37,200 -600 + +NWPL -51,000 -51,250 250 + +San Juan -32,500 -32,000 -500 + + +The reason the benchmark report shows net selling San Juan is that the +transport positions were rolled in on 9/8. This added 800 shorts to San Juan +and 200 longs to Socal. Before this adjustment we bought 300 San Juan and +sold 800 Socal. + " +"allen-p/discussion_threads/131.","Message-ID: <8167481.1075855676133.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 09:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/11/2000 +04:57 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/discussion_threads/132.","Message-ID: <33233966.1075855676156.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 00:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: moshuffle@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: moshuffle@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://www.hearme.com/vc2/?chnlOwnr=pallen@enron.com" +"allen-p/discussion_threads/133.","Message-ID: <16201466.1075855676178.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 04:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com, kenneth.shulklapper@enron.com +Subject: Contact list for mid market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/12/2000 +11:22 AM --------------------------- + +Michael Etringer + +09/11/2000 02:32 PM + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Contact list for mid market + +Phillip, +Attached is the list. Have your people fill in the columns highlighted in +yellow. As best can we will try not to overlap on accounts. + +Thanks, Mike + + +" +"allen-p/discussion_threads/134.","Message-ID: <3834275.1075855676200.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 06:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + +You wrote fewer checks this month. Spent more money on Materials and less on +Labor. + + + June July August + +Total Materials 2929 4085 4801 + +Services 53 581 464 + +Labor 3187 3428 2770 + + + + + + +Here are my questions on the August bank statement (attached): + +1. Check 1406 Walmart Description and unit? + +2. Check 1410 Crumps Detail description and unit? + +3. Check 1411 Lucy What is this? + +4. Check 1415 Papes Detail description and units? + +5. Checks 1416, 1417, and 1425 Why overtime? + +6. Check 1428 Ralph's What unit? + +7. Check 1438 Walmart? Description and unit? + + +Try and pull together the support for these items and get back to me. + +Phillip" +"allen-p/discussion_threads/135.","Message-ID: <18163645.1075855676221.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 06:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +I want to have an accurate rent roll as soon as possible. I faxed you a copy +of this file. You can fill in on the computer or just write in the correct +amounts and I will input. +" +"allen-p/discussion_threads/136.","Message-ID: <31721631.1075855676243.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 03:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + What is up with Burnet? + +Phillip" +"allen-p/discussion_threads/137.","Message-ID: <32643939.1075855676264.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com> +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Here sales numbers from Reagan: + + + + + As you can see his units sold at a variety of prices per square foot. The +1308/1308 model seems to have the most data and looks most similiar to the +units you are selling. At 2.7 MM, my bid is .70/sf higher than his units +under construction. I am having a hard time justifying paying much more with +competition on the way. The price I am bidding is higher than any deals +actually done to date. + + Let me know what you think. I will follow up with an email and phone call +about Cherry Creek. I am sure Deborah Yates let you know that the bid was +rejected on the De Ville property. + +Phillip Allen + + + + + + + " +"allen-p/discussion_threads/138.","Message-ID: <31731645.1075855676288.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 09:35:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/19/2000 +04:35 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/discussion_threads/139.","Message-ID: <33184956.1075855676310.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 06:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Below is a list of questions that Keith and I had regarding the Westgate +project: + + Ownership Structure + + What will be the ownership structure? Limited partnership? General partner? + + What are all the legal entities that will be involved and in what +capacity(regarding ownership and + liabilities)? + + Who owns the land? improvements? + + Who holds the various loans? + + Is the land collateral? + + Investment + + What happens to initial investment? + + Is it used to purchase land for cash?Secure future loans? + + Why is the land cost spread out on the cash flow statement? + + When is the 700,000 actually needed? Now or for the land closing? Investment +schedule? + + Investment Return + + Is Equity Repayment the return of the original investment? + + Is the plan to wait until the last unit is sold and closed before profits +are distributed? + + Debt + + Which entity is the borrower for each loan and what recourse or collateral +is associated with each + loan? + + Improvement + + Construction + + Are these the only two loans? Looks like it from the cash flow statement. + + Terms of each loan? + + Uses of Funds + + How will disbursements be made? By whom? + + What type of bank account? Controls on max disbursement? Internet viewing +for investors? + + Reports to track expenses vs plan? + + Bookkeeping procedures to record actual expenses? + + What is the relationship of Creekside Builders to the project? Do you get +paid a markup on subcontractors as a + general contractor and paid gain out of profits? + + Do you or Larry receive any money in the form of salary or personal expenses +before the ultimate payout of profits? + + Design and Construction + + When will design be complete? + + What input will investors have in selecting design and materials for units? + + What level of investor involvement will be possible during construction +planning and permitting? + + Does Creekside have specific procedures for dealing with subcontractors, +vendors, and other professionals? + Such as always getting 3 bids, payment schedules, or reference checking? + + Are there any specific companies or individuals that you already plan to +use? Names? + +These questions are probably very basic to you, but as a first time investor +in a project like this it is new to me. Also, I want to learn as +much as possible from the process. + +Phillip + + + + + + + + + + + + + + + + + + " +"allen-p/discussion_threads/14.","Message-ID: <23953019.1075855673530.JavaMail.evans@thyme> +Date: Mon, 31 Jan 2000 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Julie, + + The numbers for January are below: + + Actual flows X gas daily spreads $ 463,000 + Actual flow X Index spreads $ 543,000 + Jan. value from original bid $1,750,000 + Estimated cost to unwind hedges ($1,000,000) + + Based on these numbers, I suggest we offer to pay at least $500,000 but no +more than $1,500,000. I want your input on + how to negotiate with El Paso. Do we push actual value, seasonal shape, or +unwind costs? + +Phillip + " +"allen-p/discussion_threads/140.","Message-ID: <31342530.1075855676331.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 08:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + Denver's short rockies position beyond 2002 is created by their Trailblazer +transport. They are unhedged 15,000/d in 2003 and 25,000/d in 2004 and +2005. + + They are scrubbing all their books and booking the Hubert deal on Wednesday +and Thursday. + +Phillip" +"allen-p/discussion_threads/141.","Message-ID: <2876350.1075855676352.JavaMail.evans@thyme> +Date: Fri, 22 Sep 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kathy.moore@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kathy M Moore +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kathy, + +Regarding the guest password for gas daily, can you please relay the +information to Mike Grigsby at 37031 so he can pass it along to the user at +gas daily today. I will be out of the office on Friday. + +thank you + +Phillip" +"allen-p/discussion_threads/142.","Message-ID: <24445522.1075855676373.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 05:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Happy B-day. Email me your phone # and I will call you. + +Keith" +"allen-p/discussion_threads/143.","Message-ID: <15439319.1075855676395.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:00 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 01:00 PM +End: 09/27/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +" +"allen-p/discussion_threads/144.","Message-ID: <12213473.1075855676416.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:01 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + The meeting with Richard Burchfield/HOU/ECT was rescheduled. + +On 09/28/2000 03:00:00 PM CDT +For 1 hour +With: Richard Burchfield/HOU/ECT (Chairperson) + Fletcher J Sturm/HOU/ECT (Invited) + Scott Neal/HOU/ECT (Invited) + Hunter S Shively/HOU/ECT (Invited) + Phillip K Allen/HOU/ECT (Invited) + Allan Severude/HOU/ECT (Invited) + Scott Mills/HOU/ECT (Invited) + Russ Severson/HOU/ECT (Invited) + +Gas Physical/Financail Positions - Room 2537 + +" +"allen-p/discussion_threads/145.","Message-ID: <19388403.1075855676437.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: christopher.calger@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christopher F Calger +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Chris, + + What is the latest with PG&E? We have been having good discussions +regarding EOL. + Call me when you can. X37041 + +Phillip" +"allen-p/discussion_threads/146.","Message-ID: <13808099.1075855676460.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 04:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: closing +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +11:57 AM --------------------------- + + +""BS Stone"" on 09/26/2000 04:47:40 AM +To: ""jeff"" +cc: ""Phillip K Allen"" +Subject: closing + + + +Jeff, +? +Is the closing today?? After reviewing the agreement?I find it isn't binding +as far as I can determine.? It is too vague and it doesn't sound like +anything an attorney or title company would?draft for a real estate +closing--but, of course, I could be wrong.? +? +If this?closing is going to take place without this agreement then there is +no point in me following up on this?document's validity.? +? +I will just need to go back to my closing documents and see what's there and +find out where I am with that and deal with this as best I can. +? +I guess I was expecting something that would be an exhibit to a recordable +document or something a little more exact, or rather?sort of a contract.? +This isn't either.? I tried to get a real estate atty on the phone last +night but he was out of pocket.? I talked to a crim. atty friend and he said +this is out of his area but doesn't sound binding to him.? +? +I will go back to mine and Phillip Allen's transaction?and take a look at +that but as vague and general as this is I doubt that my signature? is even +needed to complete this transaction.? I am in after 12 noon if there is any +need to contact me regarding the closing. +? +I really do not want to hold up anything or generate more work for myself +and I don't want to insult or annoy anyone but this paper really doesn't +seem to be something required for a closing.? In the event you do need my +signature on something like this I would rather have time to have it +reviewed before I accept it. +? +Brenda +? +? +" +"allen-p/discussion_threads/147.","Message-ID: <10268551.1075855676481.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Gas Physical/Financial Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:07 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 09:23 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT +cc: +Subject: Gas Physical/Financial Position + +I have scheduled and entered on each of your calendars a meeting for the +above referenced topic. It will take place on Thursday, 9/28 from 3:00 - +4:00 in Room EB2537. +" +"allen-p/discussion_threads/148.","Message-ID: <13104253.1075855676503.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:08 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 11:30 AM +End: 09/27/2000 12:30 PM + +Description: Gas Trading Vision Meeting - Room EB2556 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT +Hunter S Shively/HOU/ECT +Scott Mills/HOU/ECT +Allan Severude/HOU/ECT +Jeffrey C Gossett/HOU/ECT +Colleen Sullivan/HOU/ECT +Russ Severson/HOU/ECT +Jayant Krishnaswamy/HOU/ECT +Russell Long/HOU/ECT + +Detailed description: + + +" +"allen-p/discussion_threads/149.","Message-ID: <25452511.1075855676527.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> No Response + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + +Status update: +Phillip K Allen -> No Response +Hunter S Shively -> No Response +Scott Mills -> No Response +Allan Severude -> Accepted +Jeffrey C Gossett -> Accepted +Colleen Sullivan -> No Response +Russ Severson -> No Response +Jayant Krishnaswamy -> Accepted +Russell Long -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 10:38 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Jayant +Krishnaswamy/HOU/ECT@ECT, Russell Long/HOU/ECT@ECT +cc: +Subject: Gas Trading Vision mtg. + +This meeting has been moved to 4:00 on Wed. in room 2601. I have sent a +confirmation to each of you via Lotus Notes. Sorry for all of the changes +but there was a scheduling problem with a couple of people for the original +time slot. +" +"allen-p/discussion_threads/15.","Message-ID: <25874806.1075855673551.JavaMail.evans@thyme> +Date: Tue, 1 Feb 2000 08:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +here is the file I showed you. + +" +"allen-p/discussion_threads/150.","Message-ID: <28461581.1075855676551.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:26 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/discussion_threads/151.","Message-ID: <1810810.1075855676576.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:28 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/discussion_threads/152.","Message-ID: <427253.1075855676599.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 05:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.hodge@enron.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey T Hodge +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Liane, + + As we discussed yesterday, I am concerned there has been an attempt to +manipulate the El Paso San Juan monthly index. A single buyer entered the +marketplace on both September 26 and 27 and paid above market prices +($4.70-$4.80) for San Juan gas with the intent to distort the index. At the +time of these trades, offers for physical gas at significantly (10 to 15 +cents) lower prices were bypassed in order to establish higher trades to +report into the index calculation. Additionally, these trades are out of +line with the associated financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indeces that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indeces against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen +" +"allen-p/discussion_threads/153.","Message-ID: <196928.1075855676621.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 06:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lkuch@mh.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lkuch@mh.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/28/2000 +01:09 PM --------------------------- + + + + From: Phillip K Allen 09/28/2000 10:56 AM + + + +Liane, + + As we discussed yesterday, I am concerned there may have been an attempt to +manipulate the El Paso San Juan monthly index. It appears that a single +buyer entered the marketplace on both September 26 and 27 and paid above +market prices ($4.70-$4.80) for San Juan gas. At the time of these trades, +offers for physical gas at significantly (10 to 15 cents) lower prices were +bypassed in order to establish higher trades to report into the index +calculation. Additionally, these trades are out of line with the associated +financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indices that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indices against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen + + +" +"allen-p/discussion_threads/154.","Message-ID: <21436137.1075855676644.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + +Please use the second check as the October payment. If you have already +tossed it, let me know so I can mail you another. + +Phillip" +"allen-p/discussion_threads/155.","Message-ID: <3221494.1075855676666.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting re: Storage Strategies in the West +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:13 PM --------------------------- + + +Nancy Hall@ENRON +10/02/2000 06:42 AM +To: Mark Whitt/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Paul Bieniawski/Corp/Enron@ENRON, Tyrell +Harrison/NA/Enron@Enron +cc: Jean Mrha/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Monica +Jackson/Corp/Enron@ENRON +Subject: Meeting re: Storage Strategies in the West + +There will be a meeting on Tuesday, Oct. 10th at 4:00pm in EB3270 regarding +Storage Strategies in the West. Please mark your calendars. + +Thank you! + +Regards, +Nancy Hall +ENA Denver office +303-575-6490 +" +"allen-p/discussion_threads/156.","Message-ID: <20352180.1075855676687.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:30 PM --------------------------- + + +""George Richards"" on 10/03/2000 06:35:56 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate + + +Westgate + +Enclosed are demographics on the Westgate site from Investor's Alliance. +Investor's Alliance says that these demographics are similar to the package +on San Marcos that you received earlier. +If there are any other questions or information requirements, let me know. +Then, let me know your interest level in the Westgate project? + +San Marcos +The property across the street from the Sagewood units in San Marcos is for +sale and approved for 134 units. The land is selling for $2.50 per square +foot as it is one of only two remaining approved multifamily parcels in West +San Marcos, which now has a moratorium on development. + +Several new studies we have looked at show that the rents for our duplexes +and for these new units are going to be significantly higher, roughly $1.25 +per square foot if leased for the entire unit on a 12-month lease and +$1.30-$1.40 psf if leased on a 12-month term, but by individual room. This +property will have the best location for student housing of all new +projects, just as the duplexes do now. + +If this project is of serious interest to you, please let me know as there +is a very, very short window of opportunity. The equity requirement is not +yet known, but it would be likely to be $300,000 to secure the land. I will +know more on this question later today. + +Sincerely, + +George W. Richards +President, Creekside Builders, LLC + + + - winmail.dat +" +"allen-p/discussion_threads/157.","Message-ID: <5213813.1075855676709.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Var, Reporting and Resources Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/04/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 10/04/2000 12:23 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Ted +Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: Var, Reporting and Resources Meeting + +Please plan to attend the below Meeting: + + + Topic: Var, Reporting and Resources Meeting + + Date: Wednesday, October 11th + + Time: 2:30 - 3:30 + + Location: EB30C1 + + + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + + + + + +" +"allen-p/discussion_threads/158.","Message-ID: <17933705.1075855676730.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 06:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + + Here are the names of the west desk members by category. The origination +side is very sparse. + + + + + +Phillip +" +"allen-p/discussion_threads/159.","Message-ID: <25872113.1075855676754.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:00 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/discussion_threads/16.","Message-ID: <12426449.1075855673573.JavaMail.evans@thyme> +Date: Fri, 4 Feb 2000 09:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/04/2000 +05:08 PM --------------------------- + + +""mary richards"" on 01/31/2000 02:39:43 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + +I revised the supp-vendor sheet and have transferred the totals to the +summary sheet. Please review and let me know if this is what you had in +mind. Also, are we getting W-2 forms or what on our taxes. +______________________________________________________ +Get Your Private, Free Email at http://www.hotmail.com + + - Jan00Expense.xls +" +"allen-p/discussion_threads/160.","Message-ID: <735124.1075855676777.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:16 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/discussion_threads/161.","Message-ID: <7209127.1075855676800.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 06:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the rentrolls: + + + + Open them and save in the rentroll folder. Follow these steps so you don't +misplace these files. + + 1. Click on Save As + 2. Click on the drop down triangle under Save in: + 3. Click on the (C): drive + 4. Click on the appropriate folder + 5. Click on Save: + +Phillip" +"allen-p/discussion_threads/162.","Message-ID: <32303802.1075855676822.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: zimam@enron.com +Subject: FW: fixed forward or other Collar floor gas price terms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: zimam@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/16/2000 +01:42 PM --------------------------- + + +""Buckner, Buck"" on 10/12/2000 01:12:21 PM +To: ""'Pallen@Enron.com'"" +cc: +Subject: FW: fixed forward or other Collar floor gas price terms + + +Phillip, + +> As discussed during our phone conversation, In a Parallon 75 microturbine +> power generation deal for a national accounts customer, I am developing a +> proposal to sell power to customer at fixed or collar/floor price. To do +> so I need a corresponding term gas price for same. Microturbine is an +> onsite generation product developed by Honeywell to generate electricity +> on customer site (degen). using natural gas. In doing so, I need your +> best fixed price forward gas price deal for 1, 3, 5, 7 and 10 years for +> annual/seasonal supply to microturbines to generate fixed kWh for +> customer. We have the opportunity to sell customer kWh 's using +> microturbine or sell them turbines themselves. kWh deal must have limited/ +> no risk forward gas price to make deal work. Therein comes Sempra energy +> gas trading, truly you. +> +> We are proposing installing 180 - 240 units across a large number of +> stores (60-100) in San Diego. +> Store number varies because of installation hurdles face at small percent. +> +> For 6-8 hours a day Microturbine run time: +> Gas requirement for 180 microturbines 227 - 302 MMcf per year +> Gas requirement for 240 microturbines 302 - 403 MMcf per year +> +> Gas will likely be consumed from May through September, during peak +> electric period. +> Gas price required: Burnertip price behind (LDC) San Diego Gas & Electric +> Need detail breakout of commodity and transport cost (firm or +> interruptible). +> +> Should you have additional questions, give me a call. +> Let me assure you, this is real deal!! +> +> Buck Buckner, P.E., MBA +> Manager, Business Development and Planning +> Big Box Retail Sales +> Honeywell Power Systems, Inc. +> 8725 Pan American Frwy +> Albuquerque, NM 87113 +> 505-798-6424 +> 505-798-6050x +> 505-220-4129 +> 888/501-3145 +> +" +"allen-p/discussion_threads/163.","Message-ID: <19304362.1075855676844.JavaMail.evans@thyme> +Date: Fri, 20 Oct 2000 03:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the actual utility bills versus the cap. Did we collect +these overages? Let's discuss further? Remember these bills were paid in +July and August. The usage dates are much earlier. I have the bills but I +can get them to you if need be. + +Philip" +"allen-p/discussion_threads/164.","Message-ID: <10617680.1075855676866.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 08:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jedglick@hotmail.com +Subject: Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jedglick@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jed, + + I understand you have been contacted regarding a telephone interview to +discuss trading opportunities at Enron. I am sending you this message to +schedule the interview. Please call or email me with a time that would be +convenient for you. I look forward to speaking with you. + +Phillip Allen +West Gas Trading +pallen@enron.com +713-853-7041" +"allen-p/discussion_threads/165.","Message-ID: <8888183.1075855676887.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com +X-From: Phillip K Allen +X-To: bob.m.hall@enron.com +X-cc: Robert Superty +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Regarding Patti Sullivan's contributions to the west desk this year, her +efforts deserve recognition and a PBR award. Patti stepped up to fill the +gap left by Randy Gay's personal leave. Patti held together the scheduling +group for about 2 month's by working 7days a week during this time. Patti +was always the first one in the office during this time. Frequently, she +would be at work before 4 AM to prepare the daily operation package. All the +traders came to depend on the information Patti provided. This information +has been extremely critical this year due to the pipeline explosion and size +of the west desk positions. + Please call to discuss cash award. + +Phillip" +"allen-p/discussion_threads/166.","Message-ID: <32925685.1075855676912.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 06:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/24/2000 +01:29 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/discussion_threads/167.","Message-ID: <2304437.1075855676934.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 07:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andy, + + I spoke to John L. and he ok'd one of each new electronic system for the +west desk. Are there any operational besides ICE and Dynegy? If not, can +you have your assistant call me with id's and passwords. + +Thank you, + +Phillip" +"allen-p/discussion_threads/168.","Message-ID: <8864976.1075855676955.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 09:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com, randall.gay@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com, randall.gay@enron.com +X-From: Phillip K Allen +X-To: )bob.m.hall@enron.com +X-cc: Robert Superty, Randall L Gay +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Patti Sullivan held together the scheduling group for two months while Randy +Gay was on a personal leave. She displayed a tremendous amount of commitment +to the west desk during that time. She frequently came to work before 4 AM +to prepare operations reports. Patti worked 7 days a week during this time. +If long hours were not enough, there was a pipeline explosion during this +time which put extra volatility into the market and extra pressure on Patti. +She didn't crack and provided much needed info during this time. + + Patti is performing the duties of a manager but being paid as a sr. +specialist. Based on her heroic efforts, she deserves a PBR. Let me know +what is an acceptable cash amount. + +Phillip" +"allen-p/discussion_threads/169.","Message-ID: <11988327.1075855676977.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 10:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + The San Marcos project is sounding very attractive. I have one other +investor in addition to Keith that has interest. Some additional background +information on Larry and yourself would be helpful. + + Background Questions: + + Please provide a brief personal history of the two principals involved in +Creekside. + + Please list projects completed during the last 5 years. Include the project +description, investors, business entity, + + Please provide the names and numbers of prior investors. + + Please provide the names and numbers of several subcontractors used on +recent projects. + + + With regard to the proposed investment structure, I would suggest a couple +of changes to better align the risk/reward profile between Creekside and the +investors. + + + Preferable Investment Structure: + + Developers guarantee note, not investors. + + Preferred rate of return (10%) must be achieved before any profit sharing. + + Builder assumes some risk for cost overruns. + + Since this project appears so promising, it seems like we should +tackle these issues now. These questions are not intended to be offensive in +any way. It is my desire to build a successful project with Creekside that +leads to future opportunities. I am happy to provide you with any +information that you need to evaluate myself or Keith as a business partner. + +Sincerely, + +Phillip Allen + + +" +"allen-p/discussion_threads/17.","Message-ID: <8555752.1075855673594.JavaMail.evans@thyme> +Date: Wed, 9 Feb 2000 02:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2000 +10:27 AM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/discussion_threads/170.","Message-ID: <27010658.1075855677000.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, robert.badeer@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Robert Badeer, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip" +"allen-p/discussion_threads/171.","Message-ID: <10223941.1075855677022.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Cc: robert.badeer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.badeer@enron.com +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: Robert Badeer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/27/2000 +10:47 AM --------------------------- + + + + From: Phillip K Allen 10/27/2000 08:30 AM + + +To: Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT +cc: +Subject: + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip +" +"allen-p/discussion_threads/172.","Message-ID: <1539911.1075855677044.JavaMail.evans@thyme> +Date: Mon, 30 Oct 2000 01:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: ERMS / RMS Databases +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/30/2000 +09:14 AM --------------------------- + + + Enron Technology + + From: Stephen Stock 10/27/2000 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ERMS / RMS Databases + +Phillip, + +It looks as though we have most of the interim hardware upgrades in the +building now, although we are still expecting a couple of components to +arrive on Monday. + +The Unix Team / DBA Team and Applications team expect to have a working test +server environment on Tuesday. If anything changes, I'll let you know. + +best regards + +Steve Stock +" +"allen-p/discussion_threads/173.","Message-ID: <10826570.1075855677066.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: anne.bike@enron.com +Subject: November fixed-price deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Anne Bike +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/31/2000 +12:11 PM --------------------------- + + +liane_kucher@mcgraw-hill.com on 10/31/2000 09:57:05 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: November fixed-price deals + + + + +Phil, +Thanks so much for pulling together the November bidweek information for the +West and getting it to us with so much detail well before our deadline. Please +call me if you have any questions, comments, and/or concerns about bidweek. + +Liane Kucher, Inside FERC Gas Market Report +202-383-2147 + + +" +"allen-p/discussion_threads/174.","Message-ID: <30048315.1075855677088.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + +The back office is having a hard time dealing with the $11 million dollars +that is to be recognized as transport expense by the west desk then recouped +from the Office of the Chairman. Is your understanding that the West desk +will receive origination each month based on the schedule below. + + + The Office of the Chairman agrees to grant origination to the Denver desk as +follows: + +October 2000 $1,395,000 +November 2000 $1,350,000 +December 2000 $1,395,000 +January 2001 $ 669,600 +February 2001 $ 604,800 +March 2001 $ 669,600 +April 2001 $ 648,000 +May 2001 $ 669,600 +June 2001 $ 648,000 +July 2001 $ 669,600 +August 2001 $ 669,600 +September 2001 $ 648,000 +October 2001 $ 669,600 +November 2001 $ 648,000 +December 2001 $ 669,600 + +This schedule represents a demand charge payable to NBP Energy Pipelines by +the Denver desk. The demand charge is $.18/MMBtu on 250,000 MMBtu/Day +(Oct-00 thru Dec-00) and 120,000 MMBtu/Day (Jan-01 thru Dec-01). The ENA +Office of the Chairman has agreed to reimburse the west desk for this expense. + +Let me know if you disagree. + +Phillip" +"allen-p/discussion_threads/175.","Message-ID: <27830678.1075855677109.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 03:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/01/2000 +11:33 AM --------------------------- + + +Jeff Richter +10/20/2000 02:16 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Generation + +http://westpower.enron.com/ca/generation/default.asp +" +"allen-p/discussion_threads/176.","Message-ID: <1430374.1075855677131.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 02:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: colin.tonks@enron.com +Subject: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colin Tonks +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +10:36 AM --------------------------- + + +""George Richards"" on 11/02/2000 07:17:16 AM +Please respond to +To: ""Phillip Allen"" +cc: +Subject: Resumes + + +Please excuse the delay in getting these resumes to you. Larry did not have +his prepared and then I forgot to send them. I'll try to get a status +report to you latter today. + + + - winmail.dat +" +"allen-p/discussion_threads/177.","Message-ID: <15326981.1075855677154.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 08:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +04:12 PM --------------------------- + + +""phillip allen"" on 11/02/2000 12:58:03 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - rentroll_1027.xls + - rentroll_1103.xls +" +"allen-p/discussion_threads/178.","Message-ID: <3204514.1075855677176.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 05:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: New Generation as of Oct 24th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +01:40 PM --------------------------- + +Kristian J Lande + +11/03/2000 08:36 AM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Chris H Foster/HOU/ECT@ECT, Kim Ward/HOU/ECT@ECT, Paul Choi/SF/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT +Subject: New Generation as of Oct 24th + + + +As noted in my last e-mail, the Ray Nixon expansion project in Colorado had +the incorrect start date. My last report showed an online date of May 2001; +the actual anticipated online date is May 2003. + +The following list ranks the quality and quantity of information that I have +access to in the WSCC: + + 1) CA - siting office, plant contacts + 2) PNW - siting offices, plant contacts + 3) DSW - plant contacts, 1 siting office for Maricopa County Arizona. + 4) Colorado - Integrated Resource Plan + +If anyone has additional information regarding new generation in the Desert +Southwest or Colorado, such as plant phone numbers or contacts, I would +greatly appreciate receiving this contact information. +" +"allen-p/discussion_threads/179.","Message-ID: <3408190.1075855677198.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 07:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +03:45 PM --------------------------- + + +Ina Rangel +11/03/2000 11:53 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + +Phillip, + +Here is your hotel itinerary for Monday night. + +-Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 11/03/2000 01:53 PM +--------------------------- + + +SHERRI SORRELS on 11/03/2000 01:52:21 PM +To: INA.RANGEL@ENRON.COM +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + + + SALES AGT: JS/ZBATUD + + ALLEN/PHILLIP + + + ENRON + 1400 SMITH + HOUSTON TX 77002 + INA RANGEL X37257 + + + DATE: NOV 03 2000 ENRON + + + +HOTEL 06NOV DOUBLETREE DURANGO + 07NOV 501 CAMINO DEL RIO + DURANGO, CO 81301 + TELEPHONE: (970) 259-6580 + CONFIRMATION: 85110885 + REFERENCE: D1KRAC + RATE: RAC USD 89.00 PER NIGHT +GHT + ADDITIONAL CHARGES MAY APPLY + + + INVOICE TOTAL 0 + + + +THANK YOU +*********************************************** +**48 HR CANCELLATION REQUIRED** + THANK YOU FOR CALLING VITOL TRAVEL + + +__________________________________________________ +Do You Yahoo!? +From homework help to love advice, Yahoo! Experts has your answer. +http://experts.yahoo.com/ + + +" +"allen-p/discussion_threads/18.","Message-ID: <15787537.1075855673615.JavaMail.evans@thyme> +Date: Thu, 10 Feb 2000 01:46:00 -0800 (PST) +From: billc@greenbuilder.com +To: strawbale@crest.org +Subject: Re: Newsgroups +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: billc@greenbuilder.com +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +>What other cool newsgroups are available for us alternative thinkers? +>Rammed Earth, Cob, etc? +> + +We have a list of our favorites at +http://www.greenbuilder.com/general/discussion.html + +(and we're open to more suggestions) + +BC + +Bill Christensen +billc@greenbuilder.com + +Green Homes For Sale/Lease: http://www.greenbuilder.com/realestate/ +Green Building Pro Directory: http://www.greenbuilder.com/directory/ +Sustainable Bldg Calendar: http://www.greenbuilder.com/calendar/ +Sustainable Bldg Bookstore: http://www.greenbuilder.com/bookstore +" +"allen-p/discussion_threads/180.","Message-ID: <4034720.1075855677220.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: New Employee on 32 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Where can we put Barry T.? + +Phillip + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/14/2000 +02:32 PM --------------------------- + + +Barry Tycholiz +11/13/2000 08:06 AM +To: Ina Rangel/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Employee on 32 + +I will be relocating to 32 effective Dec. 4. Can you have me set up with all +the required equipment including, PC ( 2 Flat screens), Telephone, and cell +phone. Talk to Phillip regarding where to set my seat up for right now. + +Thanks in advance. . + +Barry + +If there are any questions... Give me a call. ( 403-) 245-3340. + + +" +"allen-p/discussion_threads/181.","Message-ID: <31594835.1075855677242.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 09:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, How are you today I am very busy but I have to let you know that #37 +I.Knockum is pd up untill 11/17/00 because on 10/26/00 she pd 250.00 so i +counted and tat pays her up untill 10/26/ or did i count wrong? +Lucy says: +she pays 125.00 a week but she'sgoing on vacation so thjat is why she pd more +Lucy says: +I have all the deposit ready but she isn't due on this roll I just wanted to +tell you because you might think she didn't pay or something +Lucy says: +the amnt is:4678.00 I rented #23 aand #31 may be gone tonight I have been +putting in some overtime trying to rent something out i didnt leave last +night untill 7:00 and i have to wait for someone tonight that works late. +phillip says: +send me the rentroll when you can +phillip says: +Did I tell you that I am going to try and be there this Fri & Sat +Lucy says: +no you didn't tell me that you were going to be here but wade told me this +morning I sent you the roll did you get it? Did you need me here this weekend +because I have a sweet,sixteen I'm getting ready for and if you need me here +Sat,then I will get alot done before then. +phillip says: +We can talk on Friday +Lucy says: +okay see ya later bye. +Lucy says: +I sent you the roll did you get it ? +phillip says: +yes thank you + + The following message could not be delivered to all recipients: +yes thank you + + + +" +"allen-p/discussion_threads/182.","Message-ID: <15506742.1075855677263.JavaMail.evans@thyme> +Date: Wed, 15 Nov 2000 06:26:00 -0800 (PST) +From: cbpres@austin.rr.com +To: pallen@enron.com +Subject: Investors Alliance MF Survey for San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""George Richards"" +X-To: ""Phillip Allen"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + + - Inv Alliance MF Survey of SMarcos.pdf" +"allen-p/discussion_threads/183.","Message-ID: <4551388.1075855677284.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:50 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/discussion_threads/184.","Message-ID: <24640754.1075855677306.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:51 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/discussion_threads/185.","Message-ID: <8354239.1075855677328.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 00:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/17/2000 +08:27 AM --------------------------- + + +""George Richards"" on 11/17/2000 05:25:35 AM +Please respond to +To: ""Phillip Allen"" , ""Larry Lewter"" + +cc: +Subject: SM134 Proforma.xls + + +Enclosed is the cost breakdown for the appraiser. Note that the +construction management fee (CMF) is stated at 12.5% rather than our +standard rate of 10%. This will increase cost and with a loan to cost ratio +of 75%, this will increase the loan amount and reduce required cash equity. + +Also, we are quite confident that the direct unit and lot improvement costs +are high. Therefore, we should have some additional room once we have +actual bids, as The Met project next door is reported to have cost $49 psf +without overhead or CMF, which is $54-55 with CMF. + +It appears that the cash equity will be $1,784,876. However, I am fairly +sure that we can get this project done with $1.5MM. + +I hope to finish the proforma today. The rental rates that we project are +$1250 for the 3 ADA units, $1150-1200 for the 2 bedroom and $1425 for the 3 +bedroom. Additional revenues could be generated by building detached +garages, which would rent for $50-75 per month. + + + + + - winmail.dat +" +"allen-p/discussion_threads/186.","Message-ID: <17966419.1075855677350.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 09:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: rent roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/28/2000 +05:48 PM --------------------------- + + +""Lucy Gonzalez"" on 11/28/2000 01:02:22 PM +To: pallen@enron.com +cc: +Subject: rent roll + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1124.xls +" +"allen-p/discussion_threads/187.","Message-ID: <5272543.1075855677371.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 02:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Enron's December physical fixed price deals as of 11/28/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/29/2000 +10:01 AM --------------------------- + + +Anne Bike@ENRON +11/28/2000 09:04 PM +To: pallen70@hotmail.com, prices@intelligencepress.com, lkuch@mh.com +cc: Darron C Giron/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: Enron's December physical fixed price deals as of 11/28/00 + +Attached please find the spreadsheet containing the above referenced +information. + +" +"allen-p/discussion_threads/188.","Message-ID: <31944468.1075855677393.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 08:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here is a rentroll for this week. The one you sent for 11/24 looked good. +It seems like most people are paying on time. Did you rent an efficiency to +the elderly woman on a fixed income? Go ahead a use your judgement on the +rent prices for the vacant units. If you need to lower the rent by $10 or +$20 to get things full, go ahead. + + I will be out of the office on Thursday. I will talk to you on Friday. + +Phillip + + + + +" +"allen-p/discussion_threads/189.","Message-ID: <19768228.1075855677414.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 01:55:00 -0800 (PST) +From: cbpres@austin.rr.com +To: pallen@enron.com +Subject: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""George Richards"" +X-To: ""Phillip Allen"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +[IMAGE] + +Phillip: + +Please excuse my oversight is not getting the proforma back to you in a +usable format.? I did not realize that I had selected winmail.dat rather than +sending it as an attachment.?? Then, I did not notice that I had overlooked +your email until today. ??That spread sheet is attached and an updated +proforma will go out to you this evening or tomorrow morning with a timeline. + +? + +George W. Richards + +Creekside Builders, LLC + +? + - image001.jpg + - image001.jpg + - SM134 Proforma.xls" +"allen-p/discussion_threads/19.","Message-ID: <26256152.1075855673637.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 04:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +12:31 PM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/discussion_threads/190.","Message-ID: <22187423.1075855677436.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 22:42:00 -0800 (PST) +From: tim.belden@enron.com +To: phillip.allen@enron.com +Subject: New Generation, Nov 30th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tim Belden +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Tim Belden/HOU/ECT on 12/05/2000 05:44 AM +--------------------------- + +Kristian J Lande + +12/01/2000 03:54 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT, Saji +John/HOU/ECT@ECT, Michael Etringer/HOU/ECT@ECT +cc: Alan Comnes/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Robert +Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Todd +Perry/PDX/ECT@ECT, Jeffrey Oh/PDX/ECT@ECT +Subject: New Generation, Nov 30th + + +" +"allen-p/discussion_threads/191.","Message-ID: <13617031.1075855677458.JavaMail.evans@thyme> +Date: Tue, 5 Dec 2000 07:31:00 -0800 (PST) +From: ina.rangel@enron.com +To: amanda.huble@enron.com +Subject: Headcount +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Amanda Huble +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Financial (6) + West Desk (14) +Mid Market (16) +" +"allen-p/discussion_threads/192.","Message-ID: <20225438.1075855677479.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 08:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/06/2000 +04:04 PM --------------------------- + + +""Lucy Gonzalez"" on 12/05/2000 08:34:54 AM +To: pallen@enron.com +cc: +Subject: + + + +Phillip, + How are you and how is everyone? I sent you the rent roll #27 is +moving out and I wknow that I will be able to rent it real fast.All I HAVE +TO DO IN there is touch up the walls .Four adults will be moving in @130.00 +a wk and 175.00 deposit they will be in by Thursday or Friday. + Thank You , Lucy + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1201.xls +" +"allen-p/discussion_threads/193.","Message-ID: <22546766.1075855677505.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ + Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula + tors Visit AES,Dynegy Off-Line Power Plants +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/07/2000 +09:08 AM --------------------------- + + +Jeff Richter +12/07/2000 06:31 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 12/07/2000 08:38 +AM --------------------------- + + +Carla Hoffman +12/07/2000 06:19 AM +To: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Jeff +Richter/HOU/ECT@ECT, Phillip Platter/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, +Diana Scholtes/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Mark Guzman/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Carla Hoffman/PDX/ECT on 12/07/2000 06:29 +AM --------------------------- + + Enron Capital & Trade Resources Corp. + + From: ""Pergher, Gunther"" + 12/07/2000 06:11 AM + + +To: undisclosed-recipients:; +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +13:18 GMT 7 December 2000 DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts +Wed -Sources +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--The California Independent System Operator paid +about $10 million Wednesday for 1,000 megawatts of power from Powerex and +still faced a massive deficit that threatened electricity reliability in the +state, high-ranking market sources familiar with the ISO's operation told +Dow Jones Newswires. +But the ISO fell short of ordering rolling blackouts Wednesday for the third +consecutive day. +The ISO wouldn't comment on the transactions, saying it is sensitive market +information. But sources said Powerex, a subsidiary of British Columbia +Hydro & Power Authority (X.BCH), is the only energy company in the Northwest +region with an abundant supply of electricity to spare and the ISO paid +about $900 a megawatt-hour from the early afternoon through the evening. +But that still wasn't enough juice. +The Los Angeles Department of Water and Power sold the ISO 1,200 megawatts +of power later in the day at the wholesale electricity price cap rate of +$250/MWh. The LADWP, which is not governed by the ISO, needs 3,800 megawatts +of power to serve its customers. It is free sell power instate above the +$250/MWh price cap. +The LADWP has been very vocal about the amount of power it has to spare. The +municipal utility has also reaped huge profits by selling its excess power +into the grid when supply is tight and prices are high. However, the LADWP +is named as a defendant in a civil lawsuit alleging price gouging. The suit +claims the LADWP sells some of its power it gets from the federal Bonneville +Power Administration, which sells hydropower at cheap rates, back into the +market at prices 10 times higher. +Powerex officials wouldn't comment on the ISO power sale, saying all +transactions are proprietary. But the company also sold the ISO 1,000 +megawatts Tuesday - minutes before the ISO was to declare rolling blackouts +- for $1,100 a megawatt-hour, market sources said. +The ISO, whose main job is to keep electricity flowing throughout the state +no matter what the cost, started the day with a stage-two power emergency, +which means its operating reserves fell to less than 5%. The ISO is having +to compete with investor-owned utilities in the Northwest that are willing +to pay higher prices for power in a region where there are no price caps. +The ISO warned federal regulators, generators and utilities Wednesday during +a conference call that it would call a stage-three power emergency +Wednesday, but wouldn't order rolling blackouts. A stage three is declared +when the ISO's operating reserves fall to less than 1.5% and power is +interrupted on a statewide basis to keep the grid from collapsing. +But ISO spokesman Patrick Dorinson said it would call a stage three only as +a means of attracting additional electricity resources. +""In order to line up (more power) we have to be in a dire situation,"" +Dorinson said. +Edison International unit (EIX) Southern California Edison, Sempra Energy +unit (SRE) San Diego Gas & Electric, PG&E Corp. (PCG) unit Pacific Gas & +Electric and several municipal utilities in the state will share the cost of +the high-priced power. +SoCal Edison and PG&E are facing a debt of more than $6 billion due to high +wholesale electricity costs. The utilities debt this week could grow by +nearly $1 billion, analysts said. It's still unclear whether retail +customers will be forced to pay for the debt through higher electricity +rates or if companies will absorb the costs. +-By Jason Leopold, Dow Jones Newswires; 323-658-3874; +jason.leopold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1318GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 DJ Calif ISO, PUC Inspect Off-line Duke South Bay +Pwr Plant +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--Representatives of the California Independent +System Operator and Public Utilities Commission inspected Duke Energy +Corp.'s (DUK) off-line 700-MW South Bay Power Plant in Chula Vista, Calif., +Wednesday morning, a Duke spokesman said. +The ISO and PUC have been inspecting all off-line power plants in the state +since Tuesday evening to verify that those plants are shut down for the +reasons generators say they are, ISO spokesman Pat Dorinson said. +About 11,000 MW of power has been off the state's power grid since Monday, +7,000 MW of which is off-line for unplanned maintenance, according to the +ISO. +The ISO manages grid reliability. +As previously reported, the ISO told utilities and the Federal Energy +Regulatory Commission Wednesday that it would call a stage three power alert +at 5 PM PST (0100 GMT Thursday), meaning power reserves in the state would +dip below 1.5% and rolling blackouts could be implemented to avoid grid +collapse. However, the ISO said the action wouldn't result in rolling +blackouts. +The ISO and PUC also inspected Tuesday plants owned by Dynegy Inc (DYN), +Reliant Energy Inc. (REI) and Southern Energy Inc (SOE). +Duke's 1,500-MW Moss Landing plant was also inspected by PUC representatives +in June, when some units were off-line for repairs, the Duke spokesman said. + + + -By Jessica Berthold, Dow Jones Newswires; 323-658-3872; +jessica.berthold@dowjones.com + +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 =DJ Calif Regulators Visit AES,Dynegy Off-Line +Power Plants +(This article was originally published Wednesday) + + By Jessica Berthold + Of DOW JONES NEWSWIRES + +LOS ANGELES (Dow Jones)--AES Corp. (AES) and Dynegy Inc. (DYN) said +Wednesday that representatives of California power officials had stopped by +some of their power plants to verify that they were off line for legitimate +reasons. +The California Independent System Operator, which manages the state's power +grid and one of its wholesale power markets, and the California Public +Utilities Commission began on-site inspections Tuesday night of all power +plants in the state reporting that unplanned outages have forced shutdowns, +ISO spokesman Pat Dorinson said. +The state has had 11,000 MW off the grid since Monday, 7,000 MW for +unplanned maintenance. The ISO Wednesday called a Stage 2 power emergency +for the third consecutive day, meaning power reserves were below 5% and +customers who agreed to cut power in exchange for reduced rates may be +called on to do so. +As reported earlier, Reliant Energy (REI) and Southern Energy Inc. (SOE) +said they had been visited by representatives of the ISO and PUC Tuesday +evening. +Representatives of the two organizations also visited plants owned by AES +and Dynegy Tuesday evening. +AES told the visitors they couldn't perform an unannounced full inspection +of the company's 450-megawatt Huntington Beach power station until Wednesday +morning, when the plant's full staff would be present, AES spokesman Aaron +Thomas said. +Thomas, as well as an ISO spokesman, didn't know whether the representatives +returned Wednesday for a full inspection. + + AES Units Down Due To Expired Emissions Credits + +The Huntington Beach facility and units at two other AES facilities have +used up their nitrogen oxide, or NOx, emission credits. They were taken down +two weeks ago in response to a request by the South Coast Air Quality +Management District to stay off line until emissions controls are deployed, +Thomas said. +AES has about 2,000 MW, or half its maximum output, off line. The entire +Huntington plant is off line, as is 1,500 MW worth of units at its Alamitos +and Redondo Beach plants. +The ISO has asked AES to return its off line plants to operations, but AES +has refused because it is concerned the air quality district will fine the +company $20 million for polluting. +""We'd be happy to put our units back, provided we don't get sued for it,"" +Thomas said. ""It's not clear to us that the ISO trumps the air quality +district's"" authority. +As reported, a spokesman for the air quality district said Tuesday that AES +could have elected to buy more emission credits so that it could run its off +line plants in case of power emergencies, but choose not to do so. + + Dynegy's El Segundo Plant Also Visited By PUC + +Dynegy Inc. (DYN) said the PUC visited its 1,200 MW El Segundo plant Tuesday +evening, where two of the four units, about 600 MW worth, were off line +Wednesday. +""I guess our position is, 'Gee, we're sorry you don't believe us, but if you +need to come and take a look for yourself, that's fine,'"" said Dynegy +spokesman Lynn Lednicky. +Lednicky said one of the two units was off line for planned maintenance and +the other for unplanned maintenance on boiler feedwater pumps, which could +pose a safety hazard if not repaired. +""We've been doing all we can to get back in service,"" Lednicky said. ""We +even paid to have some specialized equipment expedited."" +Lednicky added that the PUC seemed satisfied with Dynegy's explanation of +why its units were off line. +-By Jessica Berthold, Dow Jones Newswires; 323-658-3872, +jessica.berthold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc + + +G_nther A. Pergher +Senior Analyst +Dow Jones & Company Inc. +Tel. 609.520.7067 +Fax. 609.452.3531 + +The information transmitted is intended only for the person or entity to +which it is addressed and may contain confidential and/or privileged +material. Any review, retransmission, dissemination or other use of, or +taking of any action in reliance upon, this information by persons or +entities other than the intended recipient is prohibited. If you received +this in error, please contact the sender and delete the material from any +computer. + + + + + + +" +"allen-p/discussion_threads/194.","Message-ID: <13310993.1075855677527.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:55:00 -0800 (PST) +From: tiffany.miller@enron.com +To: phillip.allen@enron.com, barry.tycholiz@enron.com +Subject: System Development +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tiffany Miller +X-To: Phillip K Allen, Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Can you please review the following systems presented in this spreadsheet for +your group and let us know if you in fact use all these systems. The West +Gas includes West Gas Trading, West Gas Originations, and the Denver piece +combined. Also, we need for you to give us the breakout for the applicable +groups. Please let me know if you have any questions. + + + +Tiffany Miller +5-8485" +"allen-p/discussion_threads/195.","Message-ID: <10474704.1075855677548.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a final 12/01 rentroll for you to save. My only questions are: + +1. Neil Moreno in #21-he paid $120 on 11/24, but did not pay anything on +12/01. Even if he wants to swich to bi-weekly, he needs to pay at the +beginning + of the two week period. What is going on? + +2. Gilbert in #27-is he just late? + + +Here is a file for 12/08." +"allen-p/discussion_threads/196.","Message-ID: <21804139.1075855677570.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 08:27:00 -0800 (PST) +From: jsmith@austintx.com +To: phillip.k.allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +I WILL TALK TO LUTZ ABOUT HIS SHARE OF THE LEGAL BILLS. + +BASIC MARKETING PLAN FOR STAGE COACH: + +1. MAIL OUT FLYERS TO ALL APT. OWNERS IN SEGUIN (FOLLOW UP WITH PHONE +CALLS TO GOOD POTENTIAL BUYERS) +2. MAIL OUT FLYERS TO OWNERS IN SAN ANTONIO AND AUSTIN(SIMILAR SIZED +PROPERTIES) +3. ENTER THE INFO. ON TO VARIOUS INTERNET SITES +4. ADVERTISE ON CIB NETWORK (SENT BY E-MAIL TO +\= 2000 BROKERS) +5. PLACE IN AUSTIN MLS +6. ADVERTISE IN SAN ANTONIO AND AUSTIN PAPERS ON SUNDAYS +7. E-MAIL TO MY LIST OF +\- 400 BUYERS AND BROKERS +8. FOLLOW UP WITH PHONE CALLS TO MOST APPROPRIATE BUYERS IN MY LIST + + + + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Monday, December 11, 2000 2:44 PM +> To: jsmith@austintx.com +> Subject: +> +> +> Jeff, +> +> The file attached contains an operating statement for 2000 and a +> proforma for 2001. I will follow this week with a current rentroll. +> +> (See attached file: noi.xls) +> +> Regarding the Leander land, I am working with Van to get a loan and an +> appraisal. I will send a check for $250. +> +> Wasn't I supposed to get a check from Matt Lutz for $333 for part +> of Brenda +> Stone's legal bills? I don't think I received it. Can you follow up. +> +> When you get a chance, please fill me in on the marketing strategy for the +> Stagecoach. +> +> Phillip +>" +"allen-p/discussion_threads/197.","Message-ID: <14224551.1075855677592.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com +Subject: Talking points about California Gas market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Christy, + + I read these points and they definitely need some touch up. I don't +understand why we need to give our commentary on why prices are so high in +California. This subject has already gotten so much press. + +Phillip + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/12/2000 +12:01 PM --------------------------- +From: Leslie Lawner@ENRON on 12/12/2000 11:56 AM CST +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + +" +"allen-p/discussion_threads/198.","Message-ID: <30266492.1075855677614.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:41:00 -0800 (PST) +From: christi.nicolay@enron.com +To: phillip.allen@enron.com +Subject: Re: Talking points about California Gas market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Christi L Nicolay +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip--To the extent that we can give Chair Hoecker our spin on the reasons +for the hikes, we would like to. The Commission is getting calls from +legislators, DOE, etc. about the prices and is going to have to provide some +response. Better if it coincides with Enron's view and is not anti-market. +We still haven't decided what we will provide. You definitely will be +included in that discussion once we get the numbers from accounting. Thanks. + + + + + + From: Phillip K Allen 12/12/2000 12:03 PM + + +To: Christi L Nicolay/HOU/ECT@ECT +cc: + +Subject: Talking points about California Gas market + +Christy, + + I read these points and they definitely need some touch up. I don't +understand why we need to give our commentary on why prices are so high in +California. This subject has already gotten so much press. + +Phillip + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/12/2000 +12:01 PM --------------------------- +From: Leslie Lawner@ENRON on 12/12/2000 11:56 AM CST +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + + + + +" +"allen-p/discussion_threads/199.","Message-ID: <3750826.1075855677635.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:53:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/12/2000 12:18:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 12 2000 12:25PM, Dec 13 2000 9:00AM, Dec 14 2000 +8:59AM, 2231, Allocation - SOCAL NEEDLES + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/discussion_threads/2.","Message-ID: <2559262.1075855673271.JavaMail.evans@thyme> +Date: Sat, 11 Dec 1999 06:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Stick it in your Shockmachine! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/11/99 02:39 +PM --------------------------- + + +""the shockwave.com team"" on 11/05/99 +02:49:43 AM +Please respond to shockwave.com@shockwave.m0.net +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Stick it in your Shockmachine! + + + +First one's free. So are the next thousand. + +You know it's true: Video games are addictive. Sure, we could +trap you with a free game of Centipede, then kick up the price +after you're hooked. But that's not how shockwave.com operates. +Shockmachine -- the greatest thing since needle exchange -- is +now free; so are the classic arcade games. Who needs quarters? +Get Arcade Classics from shockwave.com, stick 'em in your +Shockmachine and then play them offline anytime you want. +http://shockwave1.m0.net/m/s.asp?H430297053X351629 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Lick the Frog. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +You're not getting a date this Friday night. But you don't care. +You've got a date with Frogger. This frog won't turn into a handsome +prince(ss), but it's sure to bring back great memories of hopping +through the arcade -- and this time, you can save your quarters for +laundry. Which might increase your potential for a date on Saturday. +http://shockwave1.m0.net/m/s.asp?H430297053X351630 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Business Meeting or Missile Command? You Decide. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Take it offline! No, it's not a horrible meeting with your boss - +it's Missile Command. Shockmachine has a beautiful feature: you can +play without being hooked to the Internet. Grab the game from +shockwave.com, save it to your hard drive, and play offline! The +missiles are falling. Are you ready to save the world? +http://shockwave1.m0.net/m/s.asp?H430297053X351631 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +""I Want to Take You Higher!"" +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Wanna get high? Here's your chance to do it at home - Shockmachine +lets you play your favorite arcade games straight from your computer. +It's a chance to crack your old high score. Get higher on Centipede - +get these bugs off me! +http://shockwave1.m0.net/m/s.asp?H430297053X351632 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Souls for Sale +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +The '80s may not have left many good memories, but at least we still +have our Atari machines. What? You sold yours for a set of golf +clubs? Get your soul back, man! Super Breakout is alive and well and +waiting for you on Shockmachine. Now if you can just find that record +player and a Loverboy album... +http://shockwave1.m0.net/m/s.asp?H430297053X351633 + +Playing Arcade Classics on your Shockmachine -- the easiest way to +remember the days when you didn't have to work. If you haven't +already, get your free machine now. +http://shockwave1.m0.net/m/s.asp?H430297053X351640 + + +the shockwave.com team +http://shockwave1.m0.net/m/s.asp?H430297053X351634 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +REMOVAL FROM MAILING LIST INSTRUCTIONS +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +We changed our unsubscribe instructions to a more reliable method and +apologize if previous unsubscribe attempts did not take effect. While +we do wish to continue telling you about new shockwave.com stuff, if +you do want to unsubscribe, please click on the following link: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + +#9001 + - att1.htm +" +"allen-p/discussion_threads/20.","Message-ID: <12820040.1075855673680.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Briefing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +03:38 PM --------------------------- + + +Tim Heizenrader +02/10/2000 12:55 PM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Briefing + +Slides for today's meeting are attached: +" +"allen-p/discussion_threads/200.","Message-ID: <24925859.1075855677658.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 05:27:00 -0800 (PST) +From: jsmith@austintx.com +To: phillip.k.allen@enron.com +Subject: RE: stage coach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, + +I am completing my marketing package for the Stage. I also need the 1999 +statement and a rent roll. Please send ASAP. + +Thanks + +Jeff" +"allen-p/discussion_threads/201.","Message-ID: <1841230.1075855677679.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 03:25:00 -0800 (PST) +From: kim.ward@enron.com +To: phillip.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Ward +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please give me a call - 503-805-2117. I need to discuss something with you." +"allen-p/discussion_threads/202.","Message-ID: <8378400.1075855677700.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:04:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/12/2000 6:48:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 12 2000 9:24PM, Dec 13 2000 9:00AM, Dec 14 2000 +8:59AM, 2236, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/discussion_threads/203.","Message-ID: <21379546.1075855677721.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:38:00 -0800 (PST) +From: frank.hayden@enron.com +To: dean.sacerdote@enron.com, phillip.allen@enron.com +Subject: Pete's Energy Tech +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Frank Hayden +X-To: Dean Sacerdote, Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Frank Hayden/Corp/Enron on 12/13/2000 +07:37 AM --------------------------- + + +Peter Hattersley on 12/13/2000 07:22:07 AM +To: +cc: + +Subject: Pete's Energy Tech + + +F Cl support at 2900, resistance at 3020 +F/G Cl spread support at 25, pivot at 50, resistance at 75 +F Ho support at 9450, resistance at 10000 +F/G Ho spread support at 340, resiostance at 470 +F Hu support at 7500, resistance at 7750 +F/G Hu spread support at -90, resistance at -25 +F Ng support at 690, pivot at 795, resistance at 900 +F/G Ng spread support at 11, resistance at 30 +For more see www.enrg.com +" +"allen-p/discussion_threads/204.","Message-ID: <25182437.1075855677744.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:19:00 -0800 (PST) +From: ei_editor@ftenergy.com +To: energyinsight@spector.ftenergy.com +Subject: Demand-side management garnering more attention. Deregulation spa + rks IT revolution. Surf's Up! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Energy Insight Editor +X-To: ENERGYINSIGHT@SPECTOR.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +In Energy Insight for Wednesday, December 13, 2000 + +In Energy Insight Today (Blue Banner, all subscribers) +Demand-side management is making a resurgence because of reliability issues +and increased demand. Find out more about it at http://www.einsight.com. + +In Energy Insight 2000 (Red Banner, premium-pay access only) + +In Energy Insight, Energy Services, Electricity deregulation has sparked an +information technology revolution. In Energy Insight, Fuels, Ocean waves are +being researched as an endless source of electric generation. Also, read the +latest news headlines from Utility Telecom and Diversification at +http://www.einsight.com. + +//////////// +Market Brief Tuesday, December 12 +Stocks Close Change % Change +DJIA 10,768.27 42.5 0.4 +DJ 15 Util. 388.57 2.2 0.6 +NASDAQ 2,931.77 (83.3) (2.8) +S&P 500 1,371.18 (9.0) (0.7) + +Market Vols Close Change % Change +AMEX (000) 71,436 (27,833.0) (28.0) +NASDAQ (000) 1,920,993 (529,883.0) (21.6) +NYSE (000) 1,079,963 (134,567.0) (11.1) + +Commodities Close Change % Change +Crude Oil (Nov) 29.69 0.19 0.64 +Heating Oil (Nov) 0.961 (0.02) (2.21) +Nat. Gas (Henry) 8.145 (1.27) (13.47) +Palo Verde (Nov) 200 0.00 0.00 +COB (Nov) 97 0.00 0.00 +PJM (Nov) 64 0.00 0.00 + +Dollar US $ Close Change % Change +Australia $ 1.847 (0.00) (0.16) +Canada $ 1.527 0.00 0.26 +Germany Dmark 2.226 (0.00) (0.18) +Euro 0.8796 0.00 0.30 +Japan _en 111.50 0.80 0.72 +Mexico NP 9.47 0.02 0.21 +UK Pound 0.6906 0.00 0.58 + +Foreign Indices Close Change % Change +Arg MerVal 421.01 3.91 0.94 +Austr All Ord. 3,248.50 (3.70) (0.11) +Braz Bovespa 14906.02 -281.93 -1.8562742 +Can TSE 300 9342.97 -238.95 -2.4937591 +Germany DAX 6733.59 -48.93 -0.7214133 +HK HangSeng 15329.6 -78.94 -0.5123133 +Japan Nikkei 225 15114.64 98.94 0.66 +Mexico IPC 5828.12 0.00 0.00 +UK FTSE 100 6,390.40 20.1 0.3 + +Source: Yahoo! +//////////////////////////////////////////////" +"allen-p/discussion_threads/205.","Message-ID: <19179594.1075855677767.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:55:00 -0800 (PST) +From: tim.heizenrader@enron.com +To: phillip.allen@enron.com +Subject: Post Game Wrap Up: Stats on Extraordinary Measures +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tim Heizenrader +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip- + +Sorry that I missed you on the first pass: + +---------------------- Forwarded by Tim Heizenrader/PDX/ECT on 12/13/2000 +03:46 PM --------------------------- + + +TIM HEIZENRADER +12/13/2000 03:32 PM +To: Stephen Swain/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Jeff Richter/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Diana +Scholtes/HOU/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Greg +Wolfe/HOU/ECT@ECT, Holli Krebs/HOU/ECT@ECT, John M Forney/HOU/ECT@ECT, Cooper +Richey/PDX/ECT@ECT +cc: + +Subject: Post Game Wrap Up: Stats on Extraordinary Measures + + +---------------------- Forwarded by Tim Heizenrader/PDX/ECT on 12/13/2000 +07:19 AM --------------------------- + + +""Don Badley"" on 12/12/2000 04:23:11 PM +To: , , +, , +, , , +, , , +, , , , +, , , +, , , +, , +, , , +, , , +, , +, , +, , , +, , , +, , , +, , +, , , +, , , +, , +, , , +, , , +, , +, , +, +cc: ""Carol Lynch"" , ""ChaRee Messerli"" +, ""Deborah Martinez"" , +""Rich Nassief"" , , + + +Subject: REVISION - - LOAD AND RESOURCE ESTIMATES + + +Most control areas have now reported the amount of load relief and generation +increase that was experienced over the Peak period (17:00-18:00 PST) on +December 12. The data I have received thus far are summarized in the +following paragraphs. + +The approximate amount of load relief achieved due to conservation or +curtailments over the Peak period on December 12 was 835 MWh. + +The approximate amount of generation increase due to extraordinary operations +or purchases over the Peak period on December 12 was 786 MWh. + +A note of caution, these figures are very imprecise and were derived with a +lot of guesswork. However, they should be within the ballpark of reality. + +Don Badley + + + +" +"allen-p/discussion_threads/206.","Message-ID: <27577684.1075855677789.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:17:00 -0800 (PST) +From: sarah.novosel@enron.com +To: james.steffes@enron.com, joe.hartsoe@enron.com, susan.mara@enron.com, + jeff.dasovich@enron.com, richard.shapiro@enron.com, + steven.kean@enron.com, richard.sanders@enron.com, + stephanie.miller@enron.com, christi.nicolay@enron.com, + mary.hain@enron.com, pkaufma@enron.com, pallen@enron.com +Subject: Enron Response to San Diego Request for Gas Price Caps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah Novosel +X-To: James D Steffes, Joe Hartsoe, Susan J Mara, Jeff Dasovich, Richard Shapiro, Steven J Kean, Richard B Sanders, Stephanie Miller, Christi L Nicolay, Mary Hain, pkaufma@enron.com, pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah +" +"allen-p/discussion_threads/207.","Message-ID: <10779906.1075855677817.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:33:00 -0800 (PST) +From: tracy.arthur@enron.com +To: steve.jacobellis@enron.com, mauricio.mora@enron.com, + chris.figueroa@enron.com, sean.kiehne@enron.com, + maria.arefieva@enron.com, john.kiani@enron.com, brian.terp@enron.com, + robert.wheeler@enron.com, matthew.frank@enron.com, + jennifer.bagwell@enron.com, scott.baukney@enron.com, + victor.gonzalez@enron.com, john.gordon@enron.com, + jeff.gray@enron.com, david.loosley@enron.com, aamir.maniar@enron.com, + massimo.marolo@enron.com, vladi.pimenov@enron.com, + reagan.rorschach@enron.com, zachary.sampson@enron.com, + matt.smith@enron.com, joseph.wagner@enron.com, + vincent.wagner@enron.com +Subject: New Associate Orientation - February 12 - February 28, 2001 +Cc: gary.hickerson@enron.com, elsa.piekielniak@enron.com, tony.mataya@enron.com, + richard.dimichele@enron.com, james.lewis@enron.com, + catherine.simoes@enron.com, fred.lagrasta@enron.com, + jeffrey.gossett@enron.com, kevin.mcgowan@enron.com, + max.yzaguirre@enron.com, mark.knippa@enron.com, + carl.tricoli@enron.com, stephen.horn@enron.com, + geoff.storey@enron.com, ben.jacoby@enron.com, + edward.baughman@enron.com, phillip.allen@enron.com, + michael.beyer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gary.hickerson@enron.com, elsa.piekielniak@enron.com, tony.mataya@enron.com, + richard.dimichele@enron.com, james.lewis@enron.com, + catherine.simoes@enron.com, fred.lagrasta@enron.com, + jeffrey.gossett@enron.com, kevin.mcgowan@enron.com, + max.yzaguirre@enron.com, mark.knippa@enron.com, + carl.tricoli@enron.com, stephen.horn@enron.com, + geoff.storey@enron.com, ben.jacoby@enron.com, + edward.baughman@enron.com, phillip.allen@enron.com, + michael.beyer@enron.com +X-From: Tracy L Arthur +X-To: Steve Jacobellis, Mauricio Mora, Chris Figueroa, Sean Kiehne, Maria Arefieva, John Kiani, Brian Terp, Robert Wheeler, Matthew Frank, Jennifer Bagwell, Scott Baukney, Victor M Gonzalez, John B Gordon, Jeff M Gray, David Loosley, Aamir Maniar, Massimo Marolo, Vladi Pimenov, Reagan Rorschach, Zachary Sampson, Matt Smith, Joseph Wagner, Vincent Wagner +X-cc: Gary Hickerson, Elsa Piekielniak, Tony Mataya, Richard DiMichele, James W Lewis, Catherine Simoes, Fred Lagrasta, Jeffrey C Gossett, Kevin McGowan, Max Yzaguirre, Mark Knippa, Carl Tricoli, Stephen Horn, Geoff Storey, Ben Jacoby, Edward D Baughman, Phillip K Allen, Michael J Beyer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +New Associate Orientation + + As new participants within the Associate Program, I would like to invite you +to the New Associate Orientation beginning Monday, February 12 and ending on +Wednesday, February 28. As a result of the two and a half week orientation +you will come away with better understanding of Enron and it's businesses; as +well as, enhancing your analytical & technical skills. Within orientation +you will participate in courses such as Intro to Gas & Power, Modeling, +Derivatives I, Derivatives II, and Value at Risk. + +Please confirm your availability to participate in the two and a half week +orientation via email to Tracy Arthur by Friday, December 22, 2000. + +Thank you, +Tracy Arthur + +" +"allen-p/discussion_threads/208.","Message-ID: <17503959.1075855677839.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 03:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: scott.tholan@enron.com +Subject: Enron Response to San Diego Request for Gas Price Caps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Scott Tholan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/13/2000 +11:28 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 10:17 AM CST +To: James D Steffes/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON, Susan J +Mara/NA/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Richard +Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Richard B +Sanders/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Christi L +Nicolay/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, pkaufma@enron.com, +pallen@enron.com +cc: +Subject: Enron Response to San Diego Request for Gas Price Caps + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah + + +" +"allen-p/discussion_threads/209.","Message-ID: <17337645.1075855677860.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:06:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 1:30:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 1:48PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2237, Allocation - SOCAL NEEDLES + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/discussion_threads/21.","Message-ID: <13421052.1075855673702.JavaMail.evans@thyme> +Date: Tue, 15 Feb 2000 04:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Storage of Cycles at the Body Shop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Should I appeal to Skilling. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/15/2000 +12:52 PM --------------------------- + + +Lee Wright@ENRON +02/15/2000 10:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Amelia Alder/OTS/Enron@ENRON +Subject: Storage of Cycles at the Body Shop + +Phillip - +I applaud you for using your cycle as daily transportation. Saves on gas, +pollution and helps keep you strong and healthy. Enron provides bike racks +in the front of the building for requests such as this. Phillip, I wish we +could accommodate this request; however, The Body Shop does not have the +capacity nor can assume the responsibility for storing cycles on a daily +basis. If you bring a very good lock you should be able to secure the bike +at the designated outside racks. + +Keep Pedalling - Lee +" +"allen-p/discussion_threads/210.","Message-ID: <7114263.1075855677881.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:34:00 -0800 (PST) +From: public.relations@enron.com +To: all.houston@enron.com +Subject: Ken Lay and Jeff Skilling on CNNfn +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations +X-To: All Enron Houston +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ken Lay and Jeff Skilling were interviewed on CNNfn to discuss the succession +of Jeff to CEO of Enron. We have put the interview on IPTV for your viewing +pleasure. Simply point your web browser to http://iptv.enron.com, click the +link for special events, and then choose ""Enron's Succession Plan."" The +interview will be available every 15 minutes through Friday, Dec. 15." +"allen-p/discussion_threads/211.","Message-ID: <14986534.1075855677903.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:35:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 2:00:01 PM, the newest notice looks like: + + Phone List, Dec 13 2000 2:12PM, Dec 13 2000 2:12PM, Until further notice, +2238, TW-On Call Listing 12/16 - 12/17 + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/discussion_threads/212.","Message-ID: <19120705.1075855677934.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com, james.steffes@enron.com, jeff.dasovich@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, stephanie.miller@enron.com, + steven.kean@enron.com, susan.mara@enron.com, + rebecca.cantrell@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay, James D Steffes, Jeff Dasovich, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Stephanie Miller, Steven J Kean, Susan J Mara, Rebecca W Cantrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + +" +"allen-p/discussion_threads/213.","Message-ID: <10894608.1075855677957.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:40:00 -0800 (PST) +From: paul.kaufman@enron.com +To: phillip.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Paul Kaufman +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip: + +I have a meeting tomorrow morning with the Oregon PUC staff to discuss a +number of pricing and supply issues. Can I use the information attached to +your e-mail in the meeting with staff? + +Paul + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + + + + +" +"allen-p/discussion_threads/214.","Message-ID: <32703627.1075855677981.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:01:00 -0800 (PST) +From: rebecca.cantrell@enron.com +To: phillip.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rebecca W Cantrell +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip -- Is the value axis on Sheet 2 of the ""socalprices"" spread sheet +supposed to be in $? If so, are they the right values (millions?) and where +did they come from? I can't relate them to the Sheet 1 spread sheet. + +As I told Mike, we will file this out-of-time tomorrow as a supplement to our +comments today along with a cover letter. We have to fully understand the +charts and how they are constructed, and we ran out of time today. It's much +better to file an out-of-time supplement to timely comments than to file the +whole thing late, particuarly since this is apparently on such a fast track. + +Thanks. + + + + + + From: Phillip K Allen 12/13/2000 03:04 PM + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + +" +"allen-p/discussion_threads/216.","Message-ID: <3422189.1075855678027.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:09:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@proxy4.ba.best.com +Subject: Western Price Survey 12/13/2000 +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@proxy4.ba.best.com +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +I'm sending this early because we expect everything to change +any minute. + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: spotwed597.doc + Date: 13 Dec 2000, 12:37 + Size: 25600 bytes. + Type: MS-Word + + - spotwed597.doc" +"allen-p/discussion_threads/217.","Message-ID: <4448545.1075855678052.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:11:00 -0800 (PST) +From: yild@zdemail.zdlists.com +To: pallen@enron.com +Subject: Y-Life Daily: Bush will almost definitely be prez / Coach K chats +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Y-Life to Go"" +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Y-Life Daily Bulletin: December 13, 2000 + +Note: If your e-mail reader doesn't show the URLs below +as links, visit the Yahoo! Internet Life home page at +http://www.yil.com. (If you use AOL, click here for our home page.) + +-- DAILY NET BUZZ -- +Give us one minute, we'll give you the Web. Today's best links for: +Supremes hand Al Gore the Golden Fork ... Aimster - a Napster for +AOL IM's ... Hacker bilks Creditcards.com ... Fandom.com: From +protecting to antagonizing fansites ... ""Onion"" reveals best 2000 +albums ... Forward: How many ways can you say ""dead-end job""? ... +Bartender spews delicious bile in ""Slate"" diary ... NYT's ancient +(1993) first-ever Net story ... Earth - from space! +http://cgi.zdnet.com/slink?70391:8593142 + + +******************************************************************* +Barely got time to breathe? Is ""on the go"" your life motto? +Check out our brand new Mobile Professional Center +You'll find outstanding PC products to match your hectic lifestyle +http://cgi.zdnet.com/slink?62551:8593142 +******************************************************************* + + +-- WHAT'S NEW ON Y-LIFE -- +Jon Katz's Internet Domain +Will the Net change everything? Might we be overrun by new gadgets +and new technology? Will our lives be ruled by the almighty dot- +com? Will the Net fail? Don't believe the hype: Katz has a simple +guide to surviving the panic. +http://cgi.zdnet.com/slink?70392:8593142 + +-- NET RADIO SITE OF THE DAY -- +Today: Lost in the cosmos of Net-radio stations? Sorry, this site +will probably only add to the confusion. FMcities houses over 1,350 +stations in North America, organized by city. Sound daunting? It +is... but here's the good part - every site listed here is 100- +percent commercial-free. That's right, nothing but the good stuff. +Sorry, Pepsi. 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There's only one way to find out... +http://cgi.zdnet.com/slink?70399:8593142 + +-- SHAREWARE: THE DAILY DOUBLE DOWNLOAD -- +Practical: It's a breeze to create animated .gif files for your Web +site with CoffeeCup GIF Animator. +Playful: Blackjack Interactive doubles as a screensaver and a +playable blackjack game. +http://cgi.zdnet.com/slink?70400:8593142 + +-- YOUR YASTROLOGER -- +Your horoscope, plus sites to match your sign. +http://cgi.zdnet.com/slink?70401:8593142 + +-- THE Y-LIFE WEEKLY MUSIC NEWSLETTER -- +Time is the essence +Time is the season +Time ain't no reason +Got no time to slow +Time everlasting +Time to play b-sides +Time ain't on my side +Time I'll never know +Burn out the day +Burn out the night +I'm not the one to tell you what's wrong or what's right +I've seen signs of what music journalists Steve Knopper and David + Grad went through +And I'm burnin', I'm burnin', I'm burnin' for you +http://cgi.zdnet.com/slink?70402:8593142 + +Happy surfing! + +Josh Robertson +Associate Online Editor +Yahoo! Internet Life +Josh_Robertson@ziffdavis.com + + + +***********************Shop & Save on ZDNet!*********************** + +NEW: DECEMBER'S BEST BUYS! +http://cgi.zdnet.com/slink?69364:8593142 + +Computershopper.com's expert editors have chosen this month's top +buys in mobile computing, desktops, web services and sites, games, +software and more. These winners deliver great performance and top +technology at the right price! + +OUTLET STORE SAVINGS! +http://cgi.zdnet.com/slink?69365:8593142 + +You're just one click away from super savings on over-stocked +and refurbished products. New items are being added all the time +so you'll find great deals on a wide range of products, including +digital cameras, notebooks, printers and desktops. + +******************************************************************* + + + + +WHAT THIS IS: This is the Yahoo! Internet Life e-mail bulletin, +a peppy little note that we send out every weekday to tell you +about fun stuff and free tips at the Yahoo! Internet Life Web +site, http://www.yil.com. + +-- SUBSCRIPTION INFORMATION -- + +The e-mail address for your subscription is: +pallen@ENRON.COM +To ensure prompt service, please include the address, exactly +as it appears above, in any correspondence to us. + +TO UNSUBSCRIBE: Reply to this e-mail with the word ""unsubscribe"" +in the subject line, or send a blank e-mail to +off-yild@zdemail.zdlists.com. + +TO RESUBSCRIBE: Visit the following Web page: +http://www.zdnet.com/yil/content/misc/newsletter.html or send a +blank e-mail to on-yild@zdemail.zdlists.com +--------------------------------------------------------- +YAHOO! INTERNET LIFE PRINT SUBSCRIPTIONS: +Questions about our print magazine? Visit the following +Web pages for answers. +Order a subscription: http://subscribe.yil.com +Give a gift subscription: http://give.yil.com +Get help with your subscription: http://service.yil.com +---------------------------------------------------------" +"allen-p/discussion_threads/218.","Message-ID: <7426343.1075855678075.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:47:00 -0800 (PST) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: FS Van Kasper Initiates Coverage of NT +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Earnings.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +If you cannot read this email, please click here. + +Earnings.com - NT Upgrade/Downgrade HistoryA:visited { color:000066; +}A:hover{ color:cc6600; } +Earnings.com [IMAGE]? + December 13, 2000 4:46 PM ET HomeAbout UsMy AccountHelpContact UsLogin +[IMAGE] yelblue_pixel.gif (43 bytes) + + + ? + [IMAGE] + ? + Calendar + Portfolio + Market + + + + +[IMAGE] + [IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] + ? + + Symbol(s): + ? + [IMAGE]?Add NT to my portfolio + [IMAGE]?Symbol lookup + [IMAGE]?Email this page to a friend?Email This Page To A Friend + Market Summary + + + [IMAGE]?View Today's Upgrades/Downgrades/Coverage Initiated + Briefing + Analyst History - Nortel Networks Corporation (NT) + + + Date + Brokerage Firm + Action + Details + 12/13/2000 + FS Van Kasper + Coverage Initiated + at Buy + + 11/21/2000 + Lazard Freres & Co. + Coverage Initiated + at Buy + + 11/06/2000 + Unterberg Towbin + Downgraded + to Buy + from Strong Buy + + 11/02/2000 + S G Cowen + Downgraded + to Buy + from Strong Buy + + 10/25/2000 + Gerard Klauer Mattison + Upgraded + to Buy + from Outperform + + 10/25/2000 + Lehman Brothers + Downgraded + to Outperform + from Buy + + 10/25/2000 + Chase H&Q + Downgraded + to Buy + from Strong Buy + + 10/04/2000 + Sands Brothers + Coverage Initiated + at Buy + + 10/03/2000 + ING Barings + Coverage Initiated + at Strong Buy + + 09/28/2000 + Sanford Bernstein + Downgraded + to Mkt Perform + from Outperform + + 09/26/2000 + Josephthal and Co. + Coverage Initiated + at Buy + + 08/08/2000 + DLJ + Coverage Initiated + at Buy + + 07/28/2000 + A.G. Edwards + Upgraded + to Accumulate + from Maintain Position + + 07/27/2000 + ABN AMRO + Upgraded + to Top Pick + from Buy + + 06/15/2000 + Bear Stearns + Coverage Initiated + at Attractive + + 05/25/2000 + Chase H&Q + Upgraded + to Strong Buy + from Buy + + 04/28/2000 + First Union Capital + Coverage Initiated + at Strong Buy + + 04/03/2000 + Dresdner Kleinwort Benson + Coverage Initiated + at Buy + + 03/21/2000 + Wasserstein Perella + Coverage Initiated + at Hold + + 03/15/2000 + Chase H&Q + Upgraded + to Buy + from Market Perform + + + + + Briefing.com is the leading Internet provider of live market analysis for +U.S. Stock, U.S. Bond and world FX market participants. + + , 1999-2000 Earnings.com, Inc., All rights reserved + about us | contact us | webmaster |site map + privacy policy |terms of service + + +Click Here if you would like to change your email alert settings. +" +"allen-p/discussion_threads/219.","Message-ID: <25620816.1075855678096.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:50:00 -0800 (PST) +From: market-reply@listserv.dowjones.com +To: market_alert@listserv.dowjones.com +Subject: MARKET ALERT: Nasdaq Composite Ends Down 3.7% +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: market-reply@LISTSERV.DOWJONES.COM +X-To: MARKET_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +__________________________________ +MARKET ALERT +from The Wall Street Journal + + +December 13, 2000 + +The Nasdaq composite dropped 108.31, or 3.7%, to 2823.46 Wednesday as +investors turned their attention to earnings warnings. The market couldn't +sustain initial enthusiasm that the election drama was nearing a close, but +the Dow industrials finished up 26.17 at 10794.44. + +FOR MORE INFORMATION, see: +http://interactive.wsj.com/pages/money.htm +TO CHECK YOUR PORTFOLIO, see: +http://interactive.wsj.com/pj/PortfolioDisplay.cgi + + +__________________________________ +ADVERTISEMENT + +Visit CareerJournal.com, The Wall Street +Journal's executive career site. Read 2,000+ +articles on job hunting and career management, +plus search 30,000+ high-level jobs. For today's +features and job listings, click to: + +http://careerjournal.com + +__________________________________ +LOOKING FOR THE PERFECT HOLIDAY GIFT? + +Give a subscription to WSJ.com. + +Visit http://interactive.wsj.com/giftlink2000/ + +____________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Market News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2000 Dow Jones & Company, Inc. All Rights Reserved. +" +"allen-p/discussion_threads/22.","Message-ID: <14741245.1075855673723.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 07:01:00 -0800 (PST) +From: calxa@aol.com +To: strawbale@crest.org, absteen@dakotacom.net +Subject: History of Lime and Cement +Cc: moore.john.e@worldnet.att.net +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: moore.john.e@worldnet.att.net +X-From: CALXA@aol.com +X-To: strawbale@crest.org, absteen@dakotacom.net +X-cc: moore.john.e@worldnet.att.net (John E. Moore) +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Folks, + +I just found this interesting site about the history of the uses of lime and +development of pozzolonic materials ...lime and clay - Roman Cement - that I +think will be interesting to the group. + +I highly recommend David Moore's book ""The Roman Pantheon"" at $25.00 - a +very thorough research into the uses and development of Roman Cement....lime +and clay/pozzolonic ash; the making and uses of lime in building. The book +covers ancient kilns, and ties it all to modern uses of cement and concrete. + +I find it almost impossible to put down - as the writing flows easily - +interesting, entertaining, and enlightening. David Moore spent over 10 years +learning just how the Romans were able to construct large buildings, +structures, etc., with simply lime and volcanic ash - structures that have +lasted over 2000 years. A great testimonial to the Roman builders; and good +background information for sustainable builder folks. + +Thank you, Mr. Moore. I highly recommend the site and especially the Book. + + Roman Concrete Research by David +Moore + + +Regards, + +Harry Francis" +"allen-p/discussion_threads/220.","Message-ID: <5034633.1075855678118.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:04:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 3:30:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 4:03PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2241, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/discussion_threads/221.","Message-ID: <26369292.1075855678139.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:04:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-9.cais.net +Subject: Special report coming from NewsData +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@ren-9.cais.net +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Our Sacramento correspondent just exited a news conference from +Gov. Davis, FERC chair Hoecker, DOE Sectretary Richardson and +others outlining several emergency measures, including west-wide +price cap. As soon as her report is filed, we'll be sending it to your +attention. I expect that will be around 2:30 pm." +"allen-p/discussion_threads/224.","Message-ID: <26745280.1075855678211.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:35:00 -0800 (PST) +From: messenger@ecm.bloomberg.com +Subject: Bloomberg Power Lines Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Bloomberg.com"" +X-To: (undisclosed-recipients) +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is today's copy of Bloomberg Power Lines. Adobe Acrobat Reader is +required to view the attached pdf file. You can download a free version +of Acrobat Reader at + http://www.adobe.com/products/acrobat/readstep.html + +If you have trouble downloading the attached file it is also located at + http://www.bloomberg.com/energy/daily.pdf + +Don't forget to check out the Bloomberg PowerMatch West Coast indices, the +most accurate indices anywhere. Index values are calculated from actual tra= +des +and can be audited by all PowerMatch customers. + +Our aim is to bring you the most timely electricity market coverage in the +industry and we welcome your feedback on how we can improve the product=20 +further. + +Bloomberg Energy Department + +12/13 Bloomberg Daily Power Report + +Table + + Bloomberg U.S. Regional Electricity Prices + ($/MWh for 25-50 MWh pre-scheduled packages, excluding transmission= +=20 +costs) + + On-Peak +West Coast Index Change Low High + Mid-Columbia 362.50 -312.50 350.00 375.00 + Ca-Or Border 452.50 -172.50 430.00 475.00 + NP15 387.50 -206.25 325.00 450.00 + SP15 307.50 -233.50 300.00 315.00 + Ault Colorado 350.00 -125.00 300.00 315.00 + Mead 335.00 -187.50 320.00 350.00 + Palo Verde 336.25 -136.53 320.00 350.00 + Four Corners 330.00 -182.50 325.00 335.00 + +Mid-Continent + ECAR 69.20 -22.71 63.00 75.86 + East 75.00 -13.00 74.00 76.00 + AEP 67.00 -25.50 59.00 75.00 + West 68.00 -24.50 60.00 75.00 + Central 67.90 -23.19 59.00 75.00 + Cinergy 67.90 -23.19 59.00 75.00 + South 70.25 -23.95 65.00 80.00 + North 68.33 -25.67 65.00 75.00 + Main 72.56 -19.78 62.50 87.50 + Com-Ed 68.70 -21.37 60.00 75.00 + Lower 76.43 -18.17 65.00 100.00 + MAPP 99.92 -40.91 75.00 125.00 + North 99.00 -37.67 75.00 125.00 + Lower 100.83 -44.17 75.00 125.00 + +Gulf Coast + SPP 85.00 -18.50 80.00 92.50 + Northern 88.00 -39.00 78.00 100.00 + ERCOT 55.00 -40.00 50.00 60.00 + SERC 77.04 -6.66 72.34 81.98 + Va Power 66.00 +25.00 60.00 70.00 + VACAR 67.50 -9.50 62.00 70.00 + Into TVA 70.25 -23.95 65.00 80.00 + Out of TVA 76.02 -24.61 69.41 84.87 + Entergy 80.00 -30.80 75.00 85.00 + Southern 90.00 +10.00 90.00 90.00 + Fla/Ga Border 85.50 +4.50 81.00 90.00 + FRCC 110.00 +65.00 110.00 110.00 + +East Coast + NEPOOL 90.50 +0.50 90.50 90.50 + New York Zone J 91.00 +7.50 90.00 92.00 + New York Zone G 74.50 +1.00 73.50 75.50 + New York Zone A 68.83 +6.13 65.50 73.50 + PJM 67.08 -12.75 62.00 76.00 + East 67.08 -12.75 62.00 76.00 + West 67.08 -12.75 62.00 76.00 + Seller's Choice 66.58 -12.75 61.50 75.50 +End Table + + +Western Power Prices Fall With Warmer Weather, Natural Gas Loss + + Los Angeles, Dec. 13 (Bloomberg Energy) -- U.S. Western spot +power prices declined today from a combination of warmer weather +across the region and declining natural gas prices. + According to Belton, Missouri-based Weather Derivatives Inc., +temperatures in the Pacific Northwest will average about 2 degrees +Fahrenheit above normal for the next seven days. In the Southwest +temperatures will be about 3.5 degree above normal. + At the California-Oregon Border, heavy load power fell +$172.00 from yesterday to $430.00-$475.00. + ""What happened to all of this bitter cold weather we were +supposed to have,'' said one Northwest power marketer. Since the +weather is not as cold as expected prices are drastically lower."" + Temperatures in Los Angeles today will peak at 66 degrees, +and are expected to rise to 74 degrees this weekend. + Natural gas to be delivered to the California Oregon from the +El Paso Pipeline traded between $20-$21, down $3 from yesterday. + ""Gas prices are declining causing western daily power prices +to fall,'' said one Northwest power trader. + At the NP-15 delivery point heavy load power decreased +$206.25 from yesterday to $325.00-$450.00. Light load energy fell +to $200.00-$350.00, falling $175.00 from yesterday. + PSC of New Mexico's 498-megawatt San Juan Unit 4 coal plant +was shut down this morning for a tube leak. The unit is scheduled +to restart this weekend. + At the Four Corners located in New Mexico, power traded at +$325.00-$335.00 plunging $182.50 from yesterday. + +-Robert Scalabrino + + +PJM Spot Power Prices Dip With Weather, Falling Natural Gas + + Philadelphia, Dec. 13 (Bloomberg Energy) -- Peak next-day +power prices declined at the western hub of the Pennsylvania-New +Jersey-Maryland Interconnection amid warmer weather forecasts and +falling natural gas prices, traders said. + The Bloomberg index price for peak Thursday power at western +PJM declined an average of $12.75 a megawatt-hour, with trades +ranging from $62.00-$76.00. + Lexington, Massachusetts-based Weather Services Corp. +forecast tomorrow's high temperature in Philadelphia at 40 degrees +Fahrenheit, up 7 degrees from today's expected high. Temperatures +could climb as high as 42 degrees by Friday. + ""Most of the day's activity took place in the early part of +the morning,"" said one PJM-based trader. ""By options expiration +the market had pretty much dried up."" + Traders said that falling natural gas prices were the main +reason for the decline in spot market prices. + Bloomberg figures show that spot natural gas delivered to the +New York City Gate declined an average of $1.25 per million +British thermal units to $8.60-$8.90 per million Btu. Since +Monday, delivered natural gas prices have declined an average of +$2.44 per million Btu, as revised 6-10 day weather forecasts +indicated reduced utility load requirements. + In New York, prices rose as utilities withheld supplies they +normally would have sold, fearing a sudden change in weather +forecast could force them into high-priced hourly markets. + Peak next-day power at the Zone A delivery point sold $6.13 +higher at a Bloomberg index price of $70.33, amid trades in the +$67.00-$75.00 range. Power at Zone J sold $7.50 higher at $90.00- +$92.00. + ~ +-Karyn Rispoli + + +Mid-Continent Power Prices Drop on Revised Forecast, Gas Prices + + Cincinnati, Dec. 13 (Bloomberg Energy) -- U.S. Mid-Continent +next-day peak power prices plunged as forecasts were revised +warmer and natural gas values continued to decline, traders said. + The Bloomberg index price for peak Thursday power on the +Cincinnati-based Cinergy Corp. transmission system dropped $23.19 +to $67.90 a megawatt-hour, with trades ranging from $75.00 as the +market opened down to $59.00 after options expired. + In Mid-America Interconnected Network trading, peak power on +the Chicago-based Commonwealth Edison Co. grid sold $21.37 lower +on average at $60.00-$75.00, while power in lower MAIN sold $18.17 +lower at $65.00-$100.00. + Belton, Missouri-based Weather Derivatives Inc. predicted +high temperatures would average 2 degrees Fahrenheit above normal +in Chicago and at normal levels in Cincinnati over the next seven +days, up from 6 and 4 degrees below normal Monday, respectively. + Traders said falling spot natural gas values also pulled +prices down. Natural gas prices were a large factor in recent +electricity market surges because of a heavy reliance on gas-fired +generation to meet increased weather-related demand. + Spot natural gas at the Cincinnati city gate sold an average +of 95 cents less than yesterday at $7.80-$8.30 per million British +thermal units. Spot gas at the Chicago city gate sold an average +of 80 cents less at $7.65-$8.15 per million Btu. + ""The weather's moderating and gas is down, so you've got +people coming to their senses,"" one trader said. ""These are much +more realistic prices."" + Traders said prices could decline further tomorrow if the +outlook for weather continues to be mild. Peak Cinergy power for +delivery from Dec. 18-22 was offered at $60.00, down from $90.00 +yesterday. + Mid-Continent Area Power Pool peak spot power prices plunged +with warmer weather forecasts and increased available transmission +capacity, selling $37.67 less in northern MAPP and $44.17 less in +southern MAPP at $75.00-$125.00. + ""What's happening is the people who don't have firm +transmission are getting into the market early and buying at those +high prices since they have no choice,"" one MAPP trader said. + ""Then you've got some people who were lucky enough to get a +firm path who waited until later in the morning when ComEd prices +fell off,"" he said, ""and bought from them at those lower prices, +causing the huge gap between the day's high and low trade."" + +-Ken Fahnestock + + +Southeast U.S. Electricity Prices Slump After Mild Forecast + + Atlanta, Georgia, Dec. 13 (Bloomberg Energy) -- Southeast +U.S. peak spot power prices slumped today after warmer weather was +forecast for the region this week, traders said. + Traders said Southeast utility demand has been reduced since +many large population centers like Atlanta will see temperatures +climb into the mid-50s Fahrenheit later this week. + ""There was nothing going on in Florida today,"" said one +southern energy trader. ""Everything was going to markets in the +north."" + Traders said supply was being routed from Florida into +markets on the Entergy Corp. and the Tennessee Valley Authority +grid in the mid-$70s a megawatt-hour. + ""Prices into TVA started in the $80s and $90s and crumbled as +forecasts came out,"" said on Entergy power trader. ""Prices, +declined to $60 and less."" + The Bloomberg into TVA index price fell an average of $23.95 +to $70.25 amid trades in the $65.00-$80.00 range. Off-peak trades +were noted at $32.00, several dollars higher than recent +estimates. + Southeast power traders said revised 6-10 day weather +forecasts and lower temperatures for the balance of this week +caused prices to decline in the region. + In the Southwest Power Pool, traders said warmer weather was +the main culprit behind lower prices. + ""The cold weather's backing off,"" said one SPP utility +trader. ""It was minus 35 degrees with the wind chill yesterday and +today it's about 9 degrees with the wind chill. Yesterday, it was +bitter cold and today it was just plain cold."" + Power sold in northern sections of SPP at $78-$100, though +the Bloomberg index sank an average of 39.00 to $88.00. Southern +SPP traded at $82.00, $2 more than yesterday. + +-Brian Whary + + + +U.K. Day-Ahead Electricity Prices Rise Amid Increased Demand + + London, Dec. 13 (Bloomberg Energy) -- Electricity prices in +the U.K. rose today after falling temperatures were expected to +increase household consumption for space heating, traders said. + The day-ahead baseload Pool Purchase Price, calculated by the +Electricity Pool of England and Wales, rose 1.46 pounds to 20.01 +pounds a megawatt-hour. + Temperatures across the U.K. were forecast to fall 6 degrees +to 4 degrees Celsius by the weekend, according to Weather Services +Corp. in the U.S. + Day-ahead Electricity Forward Agreements dealt at 19.7-20.15 +pounds a megawatt-hour, 2.1 pounds higher than yesterday. + December continued to fall amid a combination of position +closing prior to its expiry and continued belief that demand will +not rise sufficiently to justify high winter prices, traders said. + December 2000 baseload EFAs traded at 17.9-18.05 pounds a +megawatt-hour, 40 pence below yesterday's last trade. + First quarter and its constituent months fell, in line with +expectations that mild forecasts into the new year would continue +to stifle demand, traders said. + January 2001 baseload EFAs dealt between 24.6-24.73 pounds a +megawatt-hour, falling 17 pence. + First quarter 2001 baseload EFAs traded at 21.6-21.7 pounds a +megawatt-hour, 10 pence below its previous close. + Season structures traded on the U.K. Power Exchange, summer +2001 baseload trading unchanged at 18.15 pounds a megawatt-hour. +Winter 2001 baseload dealt 5 pence higher at 21.75 pounds a +megawatt-hour. + Open positions on many short-term structures will likely +force many traders to deal actively on those contracts in the run- +up to Christmas, traders said. Adding that other structures will +probably remain illiquid until the new year, when demand can more +easily be assessed. + +-Nick Livingstone + + +Nordic Electricity Prices Climb Following Cold Weather Forecast + + Lysaker, Norway, Dec. 13 (Bloomberg Energy) -- Power prices +on the Nord Pool exchange in Lysaker, Norway, closed higher today +as colder weather forecasts sparked active trade, traders said. + Week 51 dealt between 145-152 Norwegian kroner a megawatt- +hour, 6.62 kroner above yesterday's closing trade on 1,076 +megawatts of traded volume. Week 52 rose 6.25 kroner, with 446 +megawatts dealt between 134.50-140.25 kroner a megawatt-hour. + Supply from hydro-producers was expected to recede after +forecasts indicated reduced precipitation over Scandinavia for +next week. These producers typically generate power to prevent +reservoirs from overflowing. + Consumption, currently unseasonably low, was expected to rise +with falling temperatures because of increased requirements for +space heating. + Traded volume on the power exchange increased in active +trading on the beginning of typical winter conditions, traders +said. + ""The market's been waiting for this day for a long time,"" a +Stockholm-based trader said. ""For too long, people have been +selling because winter hasn't lived up to expectations. We should +now see a noticeable increase in the spot price."" + Temperatures in parts of Scandinavia were forecast to fall +below freezing to minus 5 degrees Celsius, with only limited +chances for rain during the 5-day outlook, according to Weather +Services Corp. in the U.S. + The day-ahead system average area price fell after demand was +expected to remain limited until next week, when forecasts predict +temperatures to begin falling. + Thursday's system area price fell 1.57 kroner, or 1.22 +percent, to 126.43 kroner a megawatt-hour. Traded volume fell +4,134 megawatts to 295,414 megawatts. + Many dealers anticipate that the spot price will likely rise +by 10-15 kroner by the start of next week. + Winter 1, 2001 forward structures rose in line with shorter- +term contracts. + Winter 1, 2001 dealt at 136.75-138.5 kroner a megawatt-hour, +1.9 kroner below yesterday's last trade at 135.25 kroner a +megawatt-hour. + Also, the delayed restart at a Swedish nuclear unit, although +expected, will likely allow abundant supply from hydro-producers +to meet the increased demand, other traders said. + Vattenfall's Ringhals 1, an 835-megawatt nuclear reactor, +will delay its restart at least until week 52, the company said. + Today's rapid increase was likely induced by traders who used +today's news to gain momentum for future increases, traders said. + +-Nick Livingstone +-0- (BES) Dec/13/2000 21:04 GMT +=0F$ + + + - daily.pdf" +"allen-p/discussion_threads/225.","Message-ID: <12753773.1075855678417.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:22:00 -0800 (PST) +From: rebecca.cantrell@enron.com +To: stephanie.miller@enron.com, ruth.concannon@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, randall.gay@enron.com, + phillip.allen@enron.com, timothy.hamilton@enron.com, + robert.superty@enron.com, colleen.sullivan@enron.com, + donna.greif@enron.com, julie.gomez@enron.com +Subject: Final Filed Version -- SDG&E Comments +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rebecca W Cantrell +X-To: Stephanie Miller, Ruth Concannon, Jane M Tholt, Tori Kuykendall, Randall L Gay, Phillip K Allen, Timothy J Hamilton, Robert Superty, Colleen Sullivan, Donna Greif, Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +FYI. +---------------------- Forwarded by Rebecca W Cantrell/HOU/ECT on 12/13/2000 +04:18 PM --------------------------- + + +""Randall Rich"" on 12/13/2000 04:13:55 PM +To: ""Jeffrey Watkiss"" , , +, , , +, +cc: +Subject: Final Filed Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC +" +"allen-p/discussion_threads/226.","Message-ID: <6965475.1075855678439.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:34:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 4:00:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 4:03PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2241, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/discussion_threads/227.","Message-ID: <30891643.1075855678462.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:39:00 -0800 (PST) +From: sarah.novosel@enron.com +To: steven.kean@enron.com, richard.shapiro@enron.com, james.steffes@enron.com, + jeff.dasovich@enron.com, susan.mara@enron.com, + paul.kaufman@enron.com, phillip.allen@enron.com, mary.hain@enron.com, + christi.nicolay@enron.com, donna.fulton@enron.com, + joe.hartsoe@enron.com, shelley.corman@enron.com +Subject: Final FIled Version +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah Novosel +X-To: Steven J Kean, Richard Shapiro, James D Steffes, Jeff Dasovich, Susan J Mara, Paul Kaufman, Phillip K Allen, Mary Hain, Christi L Nicolay, Donna Fulton, Joe Hartsoe, Shelley Corman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +----- Forwarded by Sarah Novosel/Corp/Enron on 12/13/2000 05:35 PM ----- + + ""Randall Rich"" + 12/13/2000 05:13 PM + + To: ""Jeffrey Watkiss"" , , +, , , +, + cc: + Subject: Final FIled Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC" +"allen-p/discussion_threads/228.","Message-ID: <8126735.1075855678483.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:57:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-3.cais.net +Subject: Report on News Conference +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@ren-3.cais.net +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached is davis.doc, a quick & dirty report from today's news +conference from Gov. Davis, et al., + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Davis.doc + Date: 13 Dec 2000, 15:55 + Size: 35840 bytes. + Type: MS-Word + + - Davis.doc" +"allen-p/discussion_threads/229.","Message-ID: <19505109.1075855678504.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 11:02:00 -0800 (PST) +From: arsystem@mailman.enron.com +To: phillip.k.allen@enron.com +Subject: Your Approval is Overdue: Access Request for + barry.tycholiz@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem@mailman.enron.com +X-To: phillip.k.allen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +This request has been pending your approval for 2 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000009659&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000009659 +Request Create Date : 12/8/00 8:23:47 AM +Requested For : barry.tycholiz@enron.com +Resource Name : VPN +Resource Type : Applications + + + +" +"allen-p/discussion_threads/23.","Message-ID: <23734424.1075855673745.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 07:37:00 -0800 (PST) +From: rob_tom@freenet.carleton.ca +To: calxa@aol.com +Subject: Re: History of Lime and Cement +Cc: strawbale@crest.org +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: strawbale@crest.org +X-From: rob_tom@freenet.carleton.ca (Robert W. Tom) +X-To: CALXA@aol.com +X-cc: strawbale@crest.org +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +'Arry (calxa@aol.com), Lime Ex-splurt Extraordinaire, wrote: + +[snipped] + +>I highly recommend David Moore's book ""The Roman Pantheon"" +>very thorough research into the uses and development of Roman Cement....lime +>and clay/pozzolonic ash; the making and uses of lime in building. + +>I find it almost impossible to put down + +Why am I not surprised ? + +I suspect that if someone were to build a town called Lime, make +everything in the town out of lime, provide only foods that have +some connection to lime and then bury the Limeys in lime when +they're dead, 'Arry would move to that town in a flash and think +that he had arrived in Paradise on Earth. + +According to my v-a-a-a-ast network of spies, sneaks and sleuths, +this next issue of The Last Straw focusses on lime... and to no one's +surprise, will feature some of the musings/wisdom/experience of our +Master of Lime, 'Arry . + +Those same spies/sneaks/sleuths tell me that the format of this +next issue is a departure from the norm and may be a Beeg Surprise +to some. + +Me ? My curiosity is piqued and am itchin' to see this Limey +issue of The Last Straw and if you are afflicted with the same and +do not yet subscribe, it may not be too late: + + thelaststraw@strawhomes.com +or www.strawhomes.com + + +-- +Itchy +" +"allen-p/discussion_threads/230.","Message-ID: <29129048.1075855678527.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:08:00 -0800 (PST) +From: announce@inbox.nytimes.com +To: pallen@ect.enron.com +Subject: Celebrate the Holidays with NYTimes.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""NYTimes.com"" +X-To: pallen@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +INSIDE NYTIMES.COM +The New York Times on the Web, Wednesday, December 13, 2000 +______________________________________________________ + +Dear Member, + +With the holidays approaching, we've brought together all +the information you need. In our special Holidays section, +you'll find reviews of holiday films, buying guides from +our technology experts at Circuits to help you find +computers and electronics, our special holiday Book Review +issue, information on travel in the snow or sun, and fun +ways to entertain the kids while they're home on vacation. + +Holidays is updated every day with all the holiday-related +information appearing in The New York Times, and it's +available only on the Web. + +http://www.nytimes.com/pages/holidays/?1213c + +Elsewhere on the site you can send your friends and family +NYTimes.com e-greeting cards featuring holiday photos from +The New York Times Photo Archives, and download a new +holiday screensaver that includes ten photographs from The +Times celebrating the magical season in the city. + +http://postcards.nytimes.com/specials/postcards/?1213c + +At Abuzz, you can join a discussion of the best places to +find holiday gifts online. + +http://nytimes.abuzz.com/interaction/s.124643/discussion/e/1.162 + +And at WineToday.com, you'll find the ""Holiday & Vine Food +and Wine Guide,"" to help you plan your holiday meals. +Select one of five classic seasonal entrees and let +WineToday.com recommend side dishes, desserts and the +perfect wines to uncork at the table. + +http://winetoday.com/holidayvine/?1213c + +Finally, please accept our best wishes for the holiday +season by visiting this special online e-greeting card: + +http://postcards.nytimes.com/specials/postcards/flash/?1213c + +------ +MORE NEW FEATURES +------ + +1. Get insights into the latest Internet trends +2. How dependable is your car? +3. Enjoy salsa music made in New York +4. Remembering John Lennon +5. Explore our exclusive Chechnya photo documentary +6. Bring today's news to your family table + +/--------------------advertisement----------------------\ + +Exclusive Travel Opportunities from Away.com. + +Sign up for free travel newsletters from Away.com and +discover the world's most extraordinary travel +destinations. From kayaking in Thailand to a weekend in +Maine, no other site meets our level of expertise or service +for booking a trip. Click to get away with our +Daily Escape newsletter! + +http://www.nytimes.com/ads/email/away/index3.html +\-----------------------------------------------------/ + +------ +1. Get insights on the latest Internet trends +------ + +At the end of a tumultuous year, the latest edition of The +New York Times's E-Commerce section looks at the larger +trends of business and marketing on the Internet. Articles +examine media buying, e-mail marketing, interactive kiosks, +nonprofit recruiting and celebrity endorsements. + +http://www.nytimes.com/library/tech/00/12/biztech/technology/?1213c + +------ +2. How dependable is your car? +------ + +Has your old clunker survived wind, fog and even windshield +wiper malfunction this winter season? See if your car +ranks among the most reliable according to J.D. Power & +Associates 2000 Vehicle Dependability Study. + +http://www.nytimes.com/yr/mo/day/auto/?1213c + +------ +3. Enjoy salsa music made in New York +------ + +Our latest Talking Music feature explores the history and +development of salsa. It includes an audio-visual timeline +and audio interviews with two of the music's most popular +artists -- salsa pioneer Johnny Pacheco and contemporary +singer La India. + +http://www.nytimes.com/library/music/102400salsa-intro.html?1213c + +------ +4. Remembering John Lennon +------ + +New York Times Music critic Allan Kozinn leads an audio +round table discussing the life and work of John Lennon, 20 +years after his death, with Jack Douglas, the producer of +""Double Fantasy;"" Jon Wiener, author of books on the +Lennon FBI files; and William P. King, editor of +""Beatlefan."" Also included in this feature are radio +interviews with Mr. Lennon and Yoko Ono and archival +photographs and articles. + +http://www.nytimes.com/library/music/120800lennon-index.html?1213c + +------ +5. Explore our exclusive Chechnya photo documentary +------ + +This special photo documentary of the conflict in Chechnya +brings together moving photographs taken by James Hill for +The New York Times and his unique audio diary of the +events. + +http://www.nytimes.com/library/photos/?1213c + +------ +6. Bring today's news to your family's table +------ + +Conversation Starters, the newest feature of the Learning +Network, helps parents discuss the day's news with their +children. Monday through Friday, Conversation Starters +offers a set of newsworthy and provocative questions as +well as related articles from The Times. + +http://www.nytimes.com/learning/parents/conversation/?1213c + + +Thanks for reading. We hope you'll make a point of visiting +us today and every day. + +Sincerely, +Rich Meislin, Editor in Chief +New York Times Digital + +P.S. If you have a friend or colleague who might be +interested, feel free to forward this e-mail. + +ABOUT THIS E-MAIL +------------------------------------- +Your registration to NYTimes.com included permission to +send you information about new features and services. As a +member of the BBBOnline Privacy Program and the TRUSTe +privacy program, we are committed to protecting your +privacy. + +To unsubscribe from future mailings, visit: +http://www.nytimes.com/unsubscribe + +To change your e-mail address, please go to our help +center: +http://www.nytimes.com/help + +Suggestions and feedback are welcome at +feedback@nytimes.com. +Please do not reply directly to this e-mail." +"allen-p/discussion_threads/231.","Message-ID: <12756012.1075855678549.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 13:28:00 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Thursday, 14 December 2000 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + + NGI's Daily Gas Price Index + + + http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about Intelligence Press products and services, +visit our web site at http://intelligencepress.com or +call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2000, Intelligence Press, Inc. +--- + + " +"allen-p/discussion_threads/232.","Message-ID: <11039290.1075855678572.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 10:04:00 -0800 (PST) +From: bounce-news-932653@lists.autoweb.com +To: pallen@enron.com +Subject: December Newsletter - Factory Incentives are at a year-long high! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: bounce-news-932653@lists.autoweb.com +X-To: ""pallen@enron.com"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +As requested, here is the December Autoweb.com Newsletter. + +NEW VEHICLE QUOTE + +Start the New Year off with the car of your dreams. Get a quote on the new +2001 models. +New Car Quote + +MORE THAN A VEHICLE-BUYING SITE + +Autoweb.com can help you with every aspect of buying, selling and owning a +vehicle. You may have already used our extensive research tools and our +free service to purchase your vehicle. But at Autoweb.com, you can also +place a classified ad and get great advice on prepping your car for sale. +Check out the Maintain section for great repair and maintenance information. +Get free online quotes for insurance and loans, or find all you ever wanted +to know about financing, insurance, credit and warranties. Car buffs can +read the latest automotive news, see some awesome car collectibles and read +both professional and consumer reviews.. + +So stop by Autoweb.com for all your automotive needs. And check out our +new, easier-to-navigate homepage. + +Autoweb.com Home + +OUR AUDIO CENTER IS LIVE! + +Whether you're building a completely new audio system or just want to add a +CD changer, Autoweb.com's Audio Center provides top-notch selection and +expertise. 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You'll also be able to fill out an application and receive a +free credit report securely over the Internet. Check it out today at: + +New Credit Center + +Credit Center +***ADVERTISEMENT*** +Sponsor: WarrantyDirect.com +Blurb: Ext. warranties-$50 off to Autoweb visitors til 1/15-FREE Roadside +Assistance-20 Yr old public co.-Buy direct & save + +Click here +****************************************************** + +FACTORY REBATES ARE AT A SEASON-LONG HIGH WITH OVER 400 MAKES & MODELS! + +Find a Car + + + + +--- +You are currently subscribed to Autoweb.com News as: john.parker@autoweb.com +If you wish to be removed from the Autoweb.com News mailing list send a +blank email to: leave-news-932653V@lists.autoweb.com + + + + +--- +You are currently subscribed to Autoweb.com News as: pallen@enron.com +If you wish to be removed from the Autoweb.com News mailing list send a blank +email to: leave-news-932653V@lists.autoweb.com" +"allen-p/discussion_threads/233.","Message-ID: <14903355.1075855678596.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 18:41:00 -0800 (PST) +From: 1.11913372.-2@multexinvestornetwork.com +To: pallen@enron.com +Subject: December 14, 2000 - Bear Stearns' predictions for telecom in Latin + America +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Multex Investor <1.11913372.-2@multexinvestornetwork.com> +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +In today's Daily Update you'll find free reports on +America Online (AOL), Divine Interventures (DVIN), +and 3M (MMM); reports on the broadband space, Latin +American telecom, and more. + +For free research, editor's picks, and more come to the Daily Investor: +http://www.multexinvestor.com/AF004627/magazinecover.asp?promo=unl&d=20001214# +investor + +*************************************************************** +You are receiving this mail because you have registered for +Multex Investor. To unsubscribe, see bottom of this message. +*************************************************************** + +======================== Sponsored by ========================= +Would you own just the energy stocks in the S&P 500? +Select Sector SPDRs divides the S&P 500 into nine sector index funds. +Pick and choose just the pieces of the S&P 500 you like best. +http://www.spdrindex.com +=============================================================== + +Featured in today's edition of the Daily Update: + +1. SPECIAL ANNOUNCEMENT: Treat yourself to Multex Investor's NEW Personal +Finance Channel to take advantage of top-notch content and tools FREE. + +2. DAILY FREE SPONSOR REPORT: Robertson Stephens maintains a ""buy"" rating +on Divine Interventures (DVIN). + +3. FREE RESEARCH REPORT: Jefferies & Co. rates America Online (AOL) a +""buy,"" saying projected growth remains in place. + +4. ASK THE ANALYST: Morgan Stanley Dean Witter's Lew Smith in the Analyst +Corner + +5. HOT REPORT: Oscar Gruss & Son's most recent issue of its Broadband +Brief reports the latest developments in the broadband space. + +6. EDITOR'S PICK: Bear Stearns measures the impact of broadband and the +Internet on telecom in Latin America. + +7. FREE STOCK SNAPSHOT: The current analysts' consensus rates 3M (MMM), a +""buy/hold."" + +8. JOIN THE MARKETBUZZ: where top financial industry professionals answer +your questions and offer insights every market day from noon 'til 2:00 +p.m. ET. + +9. TRANSCRIPTS FROM WALL STREET: Ash Rajan, senior vice president and +market analyst with Prudential Securities, answers questions about the +market. + +======================== Sponsored by ========================= +Profit From AAII's ""Cash Rich"" Stock Screen - 46% YTD Return + +With so much market volatility, how did AAII's ""Cash Rich"" +Stock Screen achieve such stellar returns? 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FREE +E-newsletters from Redherring.com provide more answers, +analysis and opinion to help you make more strategic +investing decisions. Subscribe today +http://www.redherring.com/jump/om/i/multex/email2/subscribe/47.html +=============================================================== + +6. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE +Que pasa? -- Predicting telecom's future in Latin America + +Bear Stearns measures the impact of broadband and the Internet on telecom +in Latin America, saying incumbent local-exchange carriers (ILECs) are +ideally positioned to benefit from the growth of Internet and data +services (report for purchase - $150). +Click here. +http://www.multexinvestor.com/Download.asp?docid=5140995&promo=unl&t=8&d=20001 +214 + + +7. FREE STOCK SNAPSHOT +3M (MMM) + +The current analysts' consensus rates 3M, a ""buy/hold."" Analysts expect +the industrial product manufacturer to earn $4.76 per share in 2000 and +$5.26 per share in 2001. +Click here. +http://www.multexinvestor.com/Download.asp?docid=1346414&promo=unl&t=3&d=20001 +214 + + +8. JOIN THE MARKETBUZZ! +Check out SageOnline + +where top financial industry professionals answer your questions and offer +insights every market day from noon 'til 2:00 p.m. ET. +Click here. +http://multexinvestor.sageonline.com/page2.asp?id=9512&ps=1&s=2&mktg=evn&promo +=unl&t=24&d=20001214 + + +9. TRANSCRIPTS FROM WALL STREET'S GURUS +Prudential Securities' Ash Rajan + +In this SageOnline transcript from a chat that took place earlier this +week, Ash Rajan, senior vice president and market analyst with Prudential +Securities, answers questions about tech, retail, finance, and the outlook +for the general market. +Click here. +http://multexinvestor.sageonline.com/transcript.asp?id=10403&ps=1&s=8&mktg=trn +&promo=unl&t=13&d=20001214 + +=================================================================== +Please send your questions and comments to mailto:investor.help@multex.com + +If you'd like to learn more about Multex Investor, please visit: +http://www.multexinvestor.com/welcome.asp + +If you can't remember your password and/or your user name, click here: +http://www.multexinvestor.com/lostinfo.asp + +If you want to update your email address, please click on the url below: +http://www.multexinvestor.com/edituinfo.asp +=================================================================== +To remove yourself from the mailing list for the Daily Update, please +REPLY to THIS email message with the word UNSUBSCRIBE in the subject +line. To remove yourself from all Multex Investor mailings, including +the Daily Update and The Internet Analyst, please respond with the +words NO EMAIL in the subject line. + +You may also unsubscribe on the account update page at: +http://www.multexinvestor.com/edituinfo.asp +=================================================================== +Please email advertising inquiries to us at mailto:advertise@multex.com. + +For information on becoming an affiliate click here: +http://www.multexinvestor.com/Affiliates/home.asp?promo=unl + +Be sure to check out one of our other newsletters, The Internet Analyst by +Multex.com. The Internet Analyst informs, educates, and entertains you with +usable investment data, ideas, experts, and info about the Internet industry. +To see this week's issue, click here: http://www.theinternetanalyst.com + +If you are not 100% satisfied with a purchase you make on Multex +Investor, we will refund your money." +"allen-p/discussion_threads/24.","Message-ID: <9390130.1075855673767.JavaMail.evans@thyme> +Date: Mon, 21 Feb 2000 00:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: PIRA's California/Southwest Gas Pipeline Study +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2000= +=20 +08:06 AM --------------------------- + =20 +=09 +=09 +=09From: Jennifer Fraser 02/19/2000 01:57 PM +=09 + +To: Stephanie Miller/Corp/Enron@ENRON, Julie A Gomez/HOU/ECT@ECT, Phillip K= +=20 +Allen/HOU/ECT@ECT +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + +Did any of you order this +JEn + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 02/19/2000= +=20 +03:56 PM --------------------------- + + +""Jeff Steele"" on 02/14/2000 01:51:00 PM +To: ""PIRA Energy Retainer Client"" +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + + + + + +? + +PIRA focuses on the California/Southwest Region in its study of Natural Ga= +s=20 +Pipeline Infrastructure + +PIRA Energy Group announces the continuation of its new multi-client study= +,=20 +The Price of Reliability: The Value and Strategy of Gas Transportation. + +The Price of Reliability, delivered in 6 parts (with each part representin= +g=20 +a discrete North American region), offers insights into the changes and=20 +developments in the North American natural gas pipeline infrastructure. Th= +e=20 +updated prospectus, which is attached in PDF and Word files, outlines PIRA= +'s=20 +approach and methodology, study deliverables and?release dates. + +This note is to inform you that PIRA has commenced its study of the third= +=20 +region: California & the Southwest. As in all regions, this study begins= +=20 +with a fundamental view of gas flows in the U.S. and Canada. Pipelines in= +=20 +this region (covering CA, NV, AZ, NM) will be discussed in greater detail= +=20 +within the North American context. Then we turn to the value of =20 +transportation at the following three major pricing points with an assessme= +nt=20 +of the primary market (firm), secondary market (basis) and asset market: + +??????1) Southern California border (Topock) +??????2) San Juan Basin +??????3) Permian Basin (Waha)? + +The California/SW region=01,s workshop =01* a key element of the service = +=01* will=20 +take place on March 20, 2000,at 8:30 AM, at the Arizona Biltmore Hotel in = +=20 +Phoenix.?For those of you joining us, a?discounted block of rooms is bei= +ng=20 +held through February 25. + +The attached prospectus explains the various options for subscribing.?Plea= +se=20 +note two key issues in regards to your subscribing options:?One, there is = +a=20 +10% savings for PIRA retainer clients who order before February 25, 2000;= +=20 +and?two, there are discounts for purchasing?more than one region. + +If you have any questions, please do not hesitate to contact me. + +Sincerely, + +Jeff Steele +Manager, Business Development +PIRA Energy Group +(212) 686-6808 +jsteele@pira.com =20 + + - PROSPECTUS.PDF + - PROSPECTUS.doc + + +" +"allen-p/discussion_threads/25.","Message-ID: <13435205.1075855673821.JavaMail.evans@thyme> +Date: Mon, 28 Feb 2000 03:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: maryrichards7@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + I transferred $10,000 out of the checking account on Monday 2/28/00. I will +call you Monday or Tuesday to see what is new. + +Phillip" +"allen-p/discussion_threads/26.","Message-ID: <17730742.1075855673843.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 05:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: imelda.frayre@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Imelda Frayre +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Imelda, + +Please switch my sitara access from central to west and email me with my +password. + +thank you, + +Phillip" +"allen-p/discussion_threads/27.","Message-ID: <3680582.1075855673864.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 00:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Just Released! Exclusive new animation from Stan Lee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +08:36 AM --------------------------- + + +""the shockwave.com team"" on 03/03/2000 +12:29:38 AM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Just Released! Exclusive new animation from Stan Lee + + + +Dear Phillip, + +7th Portal is a super hero action/adventure, featuring a global band +of teenage game testers who get pulled into a parallel universe +(through the 7th Portal) created through a warp in the Internet. The +fate of the earth and the universe is in their hands as they fight +Mongorr the Merciful -- the evil force in the universe. + +The legendary Stan Lee, creator of Spiderman and the Incredible Hulk, +brings us ""Let the Game Begin,"" episode #1 of 7th Portal -- a new +series exclusively on shockwave.com. + +- the shockwave.com team + +===================== Advertisement ===================== +Don't miss RollingStone.com! Watch Daily Music News. Download MP3s. +Read album reviews. Get the scoop on 1000s of artists, including +exclusive photos, bios, song clips & links. Win great prizes & MORE. +http://ads07.focalink.com/SmartBanner/page?16573.37-%n +===================== Advertisement ===================== + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + + +#17094 + + +" +"allen-p/discussion_threads/28.","Message-ID: <18732455.1075855673886.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Summaries +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +12:30 PM --------------------------- + + +Tim Heizenrader +03/03/2000 07:25 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Summaries + +Slides from yesterday's meeting are attached: +" +"allen-p/discussion_threads/29.","Message-ID: <28698973.1075855673907.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim.brysch@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jim Brysch +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +The file is updated and renamed as Gas Basis Mar 00. " +"allen-p/discussion_threads/3.","Message-ID: <30294314.1075855673292.JavaMail.evans@thyme> +Date: Wed, 5 Jan 2000 13:24:00 -0800 (PST) +From: grensheltr@aol.com +To: mccormick@elkus-manfredi.com, kopp@kinneret.kinneret.co.il, + strawbale@crest.org +Subject: Re: concrete stain +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: GrenSheltr@aol.com +X-To: mccormick@elkus-manfredi.com, kopp@kinneret.kinneret.co.il, strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +In a message dated 1/4/00 3:18:50 PM Eastern Standard Time, +mccormick@ELKUS-MANFREDI.com writes: + +<< There are 3 basic methods for concrete color: 1. a dry additive to a + concrete mix prior to pouring 2. chemical stain: applied to new/old + concrete surfaces (can be beautiful!)3. dry-shake on fresh concrete- >> + +plus the one I just posted using exterior stain, I used this after the +expensive chemical stuff I bought from the company in Calif that I saw in +Fine Homebuilding did NOt work - what I used was a variation of what Malcolm +Wells recommended in his underground house book Linda" +"allen-p/discussion_threads/30.","Message-ID: <32245685.1075855673928.JavaMail.evans@thyme> +Date: Thu, 9 Mar 2000 06:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.wolfe@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Wolfe +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Please remove Bob Shiring and Liz Rivera from rc #768. + +Thank you + +Phillip Allen" +"allen-p/discussion_threads/31.","Message-ID: <15597077.1075855673949.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com, steve.jackson@enron.com, brent.price@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly, Steve Jackson, Brent A Price +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + +" +"allen-p/discussion_threads/32.","Message-ID: <12866758.1075855673970.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +01:30 PM --------------------------- + + + + From: Phillip K Allen 03/13/2000 11:31 AM + + +To: William Kelly/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: Priority List + + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + + + +" +"allen-p/discussion_threads/34.","Message-ID: <31145810.1075855674015.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 09:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com, monique.sanchez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel, Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +05:33 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/discussion_threads/35.","Message-ID: <18495228.1075855674036.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 04:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2000 +12:17 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/discussion_threads/36.","Message-ID: <1048284.1075855674058.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 17:07:00 -0800 (PST) +From: bobregon@bga.com +To: strawbale@crest.org +Subject: Central Texas Bale Resource +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: bobregon@bga.com +X-To: list +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Hi All + +We are looking for a wheat farmer near Austin who we can purchase +approximately 300 bales from. Please e-mail me at the referenced address +or call at 512) 263-0177 during business hours (Central Standard Time) +if you can help. + +Thanks + +Ben Obregon A.I.A." +"allen-p/discussion_threads/37.","Message-ID: <2433709.1075855674079.JavaMail.evans@thyme> +Date: Wed, 15 Mar 2000 04:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +socal position + + + + +This is short, but is it good enough? +" +"allen-p/discussion_threads/371.","Message-ID: <9950185.1075855707611.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Final FIled Version +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +10:06 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 04:39 PM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Susan J +Mara/NA/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Mary Hain/HOU/ECT@ECT, Christi L Nicolay/HOU/ECT@ECT, Donna +Fulton/Corp/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Shelley +Corman/ET&S/Enron@ENRON +cc: +Subject: Final FIled Version + + +----- Forwarded by Sarah Novosel/Corp/Enron on 12/13/2000 05:35 PM ----- + + ""Randall Rich"" + 12/13/2000 05:13 PM + + To: ""Jeffrey Watkiss"" , , +, , , +, + cc: + Subject: Final FIled Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC + +" +"allen-p/discussion_threads/372.","Message-ID: <31037059.1075855707633.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 03:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: jay.reitmeyer@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +11:15 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 12/13/2000 02:01 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +Phillip -- Is the value axis on Sheet 2 of the ""socalprices"" spread sheet +supposed to be in $? If so, are they the right values (millions?) and where +did they come from? I can't relate them to the Sheet 1 spread sheet. + +As I told Mike, we will file this out-of-time tomorrow as a supplement to our +comments today along with a cover letter. We have to fully understand the +charts and how they are constructed, and we ran out of time today. It's much +better to file an out-of-time supplement to timely comments than to file the +whole thing late, particuarly since this is apparently on such a fast track. + +Thanks. + + + + + + From: Phillip K Allen 12/13/2000 03:04 PM + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + +" +"allen-p/discussion_threads/373.","Message-ID: <2659387.1075855707656.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a new file for 12/15. + + + + +For the rentroll for 12/08 here are my questions: + + #23 & #24 did not pay. Just late or moving? + + #25 & #33 Both paid 130 on 12/01 and $0 on 12/08. What is the deal? + + #11 Looks like she is caught up. When is she due again? + + +Please email the answers. + +Phillip + " +"allen-p/discussion_threads/374.","Message-ID: <1820733.1075855707677.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I want to get the lease data and tenant data updated. + + The critical information is 1. Move in or lease start date + 2. Lease expiration date + 3. Rent + 4. Deposit + + If you have the info you can + fill in these items 1. Number of occupants + 2. Workplace + + + All the new leases should be the long form. + + + + The apartments that have new tenants since these columns have been updated +back in October are #3,5,9,11,12,17,21,22,23,25,28,33,38. + + + I really need to get this by tomorrow. Please use the rentroll_1215 file to +input the correct information on all these tenants. And email it to me +tomorrow. You should have all this information on their leases and +applications. + +Phillip" +"allen-p/discussion_threads/375.","Message-ID: <32983022.1075855707698.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +The files attached contain a current rentroll, 2000 operating statement, and +a proforma operating statement. + + +" +"allen-p/discussion_threads/376.","Message-ID: <26448290.1075855707720.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 06:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Hear is a new NOI file. I have added an operating statement for 1999 +(partial year). + + + +I will try to email you some photos soon. + +Phillip +" +"allen-p/discussion_threads/377.","Message-ID: <20856623.1075855707741.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 01:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: jonathan.mckay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jonathan McKay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Here is our North of Stanfield forecast for Jan. + + +Supply Jan '01 Dec '00 Jan '00 + + Sumas 900 910 815 + Jackson Pr. 125 33 223 + Roosevelt 300 298 333 + + Total Supply 1325 1241 1371 + +Demand + North of Chehalis 675 665 665 + South of Chehalis 650 575 706 + + Total Demand 1325 1240 1371 + +Roosevelt capacity is 495. + +Let me know how your forecast differs. + + +Phillip + + + + + + + " +"allen-p/discussion_threads/378.","Message-ID: <27673605.1075855707763.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 07:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.kean@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven J Kean +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + + +I am sending you a variety of charts with prices and operational detail. If +you need to call with questions my home number is 713-463-8626. + + + + + + + + + +As far as recommendations, here is a short list: + + 1. Examine LDC's incentive rate program. Current methodology rewards sales +above monthly index without enough consideration of future + replacement cost. The result is that the LDC's sell gas that should be +injected into storage when daily prices run above the monthly index. + This creates a shortage in later months. + + 2. California has the storage capacity and pipeline capacity to meet +demand. Investigate why it wasn't maximized operationally. + Specific questions should include: + + 1. Why in March '00-May '00 weren't total system receipts higher in order +to fill storage? + + 2. Why are there so many examples of OFO's on weekends that push away too +much gas from Socal's system. + I believe Socal gas does an extremely poor job of forecasting their +own demand. They repeatedly estimated they would receive more gas than +their injection capablity, but injected far less. + + 3. Similar to the power market, there is too much benchmarking to short +term prices. Not enough forward hedging is done by the major + LDCs. By design the customers are short at a floating +rate. This market has been long historically. It has been a buyers market +and the + consumer has benefitted. + + +Call me if you need any more input. + + +Phillip" +"allen-p/discussion_threads/379.","Message-ID: <12302226.1075855707785.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Everything should be done for closing on the Leander deal on the 29th. I +have fed ex'd the closing statements and set up a wire transfer to go out +tomorrow. When will more money be required? Escrow for roads? Utility +connections? Other rezoning costs? + +What about property taxes? The burnet land lost its ag exemption while I +owned it. Are there steps we can take to hold on to the exemption on this +property? Can you explain the risks and likelihood of any rollback taxes +once the property is rezoned? Do we need to find a farmer and give him +grazing rights? + +What are the important dates coming up and general status of rezoning and +annexing? I am worried about the whole country slipping into a recession and +American Multifamily walking on this deal. So I just want to make sure we +are pushing the process as fast as we can. + +Phillip" +"allen-p/discussion_threads/38.","Message-ID: <498775.1075855674101.JavaMail.evans@thyme> +Date: Thu, 16 Mar 2000 06:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.south@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/16/2000 +02:07 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/discussion_threads/380.","Message-ID: <1111685.1075855707806.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + + I would appreciate your help in locating financing for the project I +described to you last week. The project is a 134 unit apartment complex in +San Marcos. There will be a builder/developer plus myself and possibly a +couple of other investors involved. As I mentioned last week, I would like +to find interim financing (land, construction, semi-perm) that does not +require the investors to personally guarantee. If there is a creative way to +structure the deal, I would like to hear your suggestions. One idea that has +been mentioned is to obtain a ""forward commitment"" in order to reduce the +equity required. I would also appreciate hearing from you how deals of this +nature are normally financed. Specifically, the transition from interim to +permanent financing. I could use a quick lesson in what numbers will be +important to banks. + + I am faxing you a project summary. And I will have the builder/developer +email or fax his financial statement to you. + + Let me know what else you need. The land is scheduled to close mid January. + + +Phillip Allen" +"allen-p/discussion_threads/381.","Message-ID: <27835853.1075855707828.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com, llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com, LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + + I continue to speak to an attorney for help with the investment structure +and a mortgage broker for help with the financing. Regarding the financing, +I am working with Jim Murnan at Pinnacle Mortgage here in Houston. I have +sent him some information on the project, but he needs financial information +on you. Can you please send it to him. His contact information is: phone +(713)781-5810, fax (713)781-6614, and email jim123@pdq.net. + + I know Larry has been working with a bank and they need my information. I +hope to pull that together this afternoon. + + I took the liberty of calling Thomas Reames from the Frog Pond document. He +was positive about his experience overall. He did not seem pleased with the +bookkeeping or information flow to the investor. I think we should discuss +these procedures in advance. + + Let's continue to speak or email frequently as new developments occur. + +Phillip" +"allen-p/discussion_threads/382.","Message-ID: <21298260.1075855707850.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/28/2000 +09:50 AM --------------------------- + + +Hunter S Shively +12/28/2000 07:15 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + + + +Larry, + +I was able to scan my 98 & 99 tax returns into Adobe. Here they are plus the +excel file is a net worth statement. If you have any trouble downloading or +printing these files let me know and I can fax them to you. Let's talk +later today. + +Phillip + +P.S. Please remember to get Jim Murnan the info. he needs. + + + + +" +"allen-p/discussion_threads/383.","Message-ID: <1184076.1075855707871.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 05:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Trading Profits + +P. Allen 200 +M. Grigsby 463 +Rest of Desk 282 + +Total 945 + + + +I view my bonus as partly attributable to my own trading and partly to the +group's performance. Here are my thoughts. + + + + Minimum Market Maximum + +Cash 2 MM 4 MM 6 MM +Equity 2 MM 4 MM 6 MM + + +Here are Mike's numbers. I have not made any adjustments to them. + + + Minimum Market Maximum + +Cash 2 MM 3 MM 4 MM +Equity 4 MM 7 MM 12 MM + + +I have given him an ""expectations"" speech, but you might do the same at some +point. + +Phillip + +" +"allen-p/discussion_threads/384.","Message-ID: <3000558.1075855707895.JavaMail.evans@thyme> +Date: Fri, 29 Dec 2000 02:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, jane.tholt@enron.com, frank.ermis@enron.com, + tori.kuykendall@enron.com +Subject: Meeting with Governor Davis, need for additional + comments/suggestions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Jane M Tholt, Frank Ermis, Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/29/2000 +10:13 AM --------------------------- +From: Steven J Kean@ENRON on 12/28/2000 09:19 PM CST +To: Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, David +Parquet/SF/ECT@ECT, Marty Sunde/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, +Scott Stoness/HOU/EES@EES, Dennis Benevides/HOU/EES@EES, Robert +Badeer/HOU/ECT@ECT, Jeff Dasovich/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Susan J Mara/NA/Enron@ENRON, Richard +Shapiro/NA/Enron@Enron, James D Steffes/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, +Mark Palmer/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON +cc: +Subject: Meeting with Governor Davis, need for additional comments/suggestions + +We met with Gov Davis on Thursday evening in LA. In attendance were Ken Lay, +the Governor, the Governor's staff director (Kari Dohn) and myself. The gov. +spent over an hour and a half with us covering our suggestions and his +ideas. He would like some additional thoughts from us by Tuesday of next +week as he prepares his state of the state address for the following Monday. +Attached to the end of this memo is a list of solutions we proposed (based on +my discussions with several of you) as well as some background materials Jeff +Dasovich and I prepared. Below are my notes from the meeting regarding our +proposals, the governor's ideas, as well as my overview of the situation +based on the governor's comments: + +Overview: We made great progress in both ensuring that he understands that +we are different from the generators and in opening a channel for ongoing +communication with his administration. The gov does not want the utilities to +go bankrupt and seems predisposed to both rate relief (more modest than what +the utilities are looking for) and credit guarantees. His staff has more +work to do on the latter, but he was clearly intrigued with the idea. He +talked mainly in terms of raising rates but not uncapping them at the retail +level. He also wants to use what generation he has control over for the +benefit of California consumers, including utility-owned generation (which he +would dedicate to consumers on a cost-plus basis) and excess muni power +(which he estimates at 3000MW). He foresees a mix of market oriented +solutions as well as interventionist solutions which will allow him to fix +the problem by '02 and provide some political cover. +Our proposals: I have attached the outline we put in front of him (it also +included the forward price information several of you provided). He seemed +interested in 1) the buy down of significant demand, 2) the state setting a +goal of x000 MW of new generation by a date certain, 3) getting the utilities +to gradually buy more power forward and 4) setting up a group of rate +analysts and other ""nonadvocates"" to develop solutions to a number of issues +including designing the portfolio and forward purchase terms for utilities. +He was also quite interested in examining the incentives surrounding LDC gas +purchases. As already mentioned, he was also favorably disposed to finding +some state sponsored credit support for the utilities. +His ideas: The gov read from a list of ideas some of which were obviously +under serious consideration and some of which were mere ""brainstorming"". +Some of these ideas would require legislative action. +State may build (or make build/transfer arrangements) a ""couple"" of +generation plants. The gov feels strongly that he has to show consumers that +they are getting something in return for bearing some rate increases. This +was a frequently recurring theme. +Utilities would sell the output from generation they still own on a cost-plus +basis to consumers. +Municipal utilties would be required to sell their excess generation in +California. +State universities (including UC/CSU and the community colleges) would more +widely deploy distributed generation. +Expand in-state gas production. +Take state lands gas royalties in kind. +negotiate directly with tribes and state governments in the west for +addtional gas supplies. +Empower an existing state agency to approve/coordinate power plant +maintenance schedules to avoid having too much generation out of service at +any one time. +Condition emissions offsets on commitments to sell power longer term in state. +Either eliminate the ISO or sharply curtail its function -- he wants to hear +more about how Nordpool works(Jeff- someone in Schroeder's group should be +able to help out here). +Wants to condition new generation on a commitment to sell in state. We made +some headway with the idea that he could instead require utilities to buy +some portion of their forward requirements from new in-state generation +thereby accomplishing the same thing without using a command and control +approach with generators. +Securitize uncollected power purchase costs. +To dos: (Jeff, again I'd like to prevail on you to assemble the group's +thoughts and get them to Kari) +He wants to see 5 year fixed power prices for peak/ off-peak and baseload -- +not just the 5 one year strips. +He wants comments on his proposals by Tuesday. +He would like thoughts on how to pitch what consumers are getting out of the +deal. +He wants to assemble a group of energy gurus to help sort through some of the +forward contracting issues. +Thanks to everyone for their help. We made some progress today. + + +" +"allen-p/discussion_threads/385.","Message-ID: <31627242.1075855707917.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: New Generation, Nov 30th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/02/2001 +09:34 AM --------------------------- + + + + From: Tim Belden 12/05/2000 06:42 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: New Generation, Nov 30th + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 12/05/2000 05:44 AM +--------------------------- + +Kristian J Lande + +12/01/2000 03:54 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT, Saji +John/HOU/ECT@ECT, Michael Etringer/HOU/ECT@ECT +cc: Alan Comnes/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Robert +Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Todd +Perry/PDX/ECT@ECT, Jeffrey Oh/PDX/ECT@ECT +Subject: New Generation, Nov 30th + + + + +" +"allen-p/discussion_threads/386.","Message-ID: <23313935.1075855707939.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 06:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Questions about 12/29 rentroll: + + There were two deposits that were not labeled. One for $150 and the other +for $75. Which apartments? 20a or #13? + + Utility overages for #26 and #44? Where did you get these amounts? For +what periods? + + +What is going on with #42. Do not evict this tenant for being unclean!!! +That will just create an apartment that we will have to spend a lot of money +and time remodeling. I would rather try and deal with this tenant by first +asking them to clean their apartment and fixing anything that is wrong like +leaky pipes. If that doesn't work, we should tell them we will clean the +apartment and charge them for the labor. Then we will perform monthly +inspections to ensure they are not damaging the property. This tenant has +been here since September 1998, I don't want to run them off. + +I check with the bank and I did not see that a deposit was made on Tuesday so +I couldn't check the total from the rentroll against the bank. Is this +right? Has the deposit been made yet? + + + A rentroll for Jan 5th will follow shortly. + +Phillip" +"allen-p/discussion_threads/387.","Message-ID: <22214030.1075855707961.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 23:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: fescofield@1411west.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: fescofield@1411west.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Frank, + +Did you receive the information about the San Marcos apartments. I have left +several messages at your office to follow up. You mentioned that your plate +was fairly full. Are you too busy to look at this project? As I mentioned I +would be interested in speaking to you as an advisor or at least a sounding +board for the key issues. + +Please email or call. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/discussion_threads/388.","Message-ID: <24599304.1075855707985.JavaMail.evans@thyme> +Date: Mon, 8 Jan 2001 23:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +We do not understand our VAR. Can you please get us all the detailed reports +and component VAR reports that you can produce? + +The sooner the better. + +Phillip" +"allen-p/discussion_threads/389.","Message-ID: <16361079.1075855708009.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 03:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Cc: gallen@thermon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gallen@thermon.com +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: gallen@thermon.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a schedule of the most recent utility bills and the overages. There +are alot of overages. It will probably get worse this month because of all +the cold weather. + +You need to be very clear with all new tenants about the electricity cap. +This needs to be handwritten on all new leases. + +I am going to fax you copies of the bills that support this spreadsheet. We +also need to write a short letter remind everyone about the cap and the need +to conserve energy if they don't want to exceed their cap. I will write +something today. + + + +Wait until you have copies of the bills and the letter before you start +collecting. + +Phillip" +"allen-p/discussion_threads/39.","Message-ID: <27871253.1075855674122.JavaMail.evans@thyme> +Date: Tue, 21 Mar 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/21/2000 +01:24 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/discussion_threads/390.","Message-ID: <2099084.1075855708030.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 06:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: updated lease information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The apartments that have new tenants since December 15th are: +1,2,8,12,13,16,20a,20b,25,32,38,39. + +Are we running an apartment complex or a motel? + +Please update all lease information on the 1/12 rentroll and email it to me +this afternoon. + +Phillip" +"allen-p/discussion_threads/392.","Message-ID: <6392448.1075855708074.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Here are the key gas contacts. + + Work Home Cell + +Phillip Allen X37041 713-463-8626 713-410-4679 + +Mike Grigsby X37031 713-780-1022 713-408-6256 + +Keith Holst X37069 713-667-5889 713-502-9402 + + +Please call me with any significant developments. + +Phillip " +"allen-p/discussion_threads/393.","Message-ID: <30145157.1075855708095.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Preliminary 2001 Northwest Hydro Outlook +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:34 PM --------------------------- + + +TIM HEIZENRADER +01/11/2001 10:17 AM +To: Phillip K Allen/HOU/ECT@ECT, John Zufferli/CAL/ECT@ECT +cc: Cooper Richey/PDX/ECT@ECT +Subject: Preliminary 2001 Northwest Hydro Outlook + + + + +Here's our first cut at a full year hydro projection: Please keep +confidential. +" +"allen-p/discussion_threads/394.","Message-ID: <11293833.1075855708117.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Rotating +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:45 PM --------------------------- + + Enron North America Corp. + + From: Andrea Richards @ ENRON 01/10/2001 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Analyst Rotating + +Phillip, attached are resumes of analysts that are up for rotation. If you +are interested, you may contact them directly. + +, , + + +" +"allen-p/discussion_threads/395.","Message-ID: <31584452.1075855708139.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California - Jan 13 meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:18 AM --------------------------- +From: Steven J Kean@ENRON on 01/14/2001 01:52 PM CST +To: Kenneth Lay/Corp/Enron@ENRON, Jeff Skilling/Corp/Enron@ENRON, Mark +Koenig/Corp/Enron@ENRON, Rick Buy/HOU/ECT@ECT, David W Delainey/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, Greg Whalley/HOU/ECT@ECT, Mark +Frevert/NA/Enron@Enron, Karen S Owens@ees@EES, Thomas E White/HOU/EES@EES, +Marty Sunde/HOU/EES@EES, Dan Leff/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Alan +Comnes/PDX/ECT@ECT, Karen Denne/Corp/Enron@ENRON, Mark E +Haedicke/HOU/ECT@ECT, Wanda Curry/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Linda +Robertson/NA/Enron@ENRON, James D Steffes/NA/Enron@Enron, Harry +Kingerski/NA/Enron@Enron, Roger Yang/SFO/EES@EES, Dennis +Benevides/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Susan J Mara/SFO/EES@EES, +Sandra McCubbin/NA/Enron@Enron, David Parquet/SF/ECT@ECT, Robert +Johnston/HOU/ECT@ECT, Don Black/HOU/EES@EES, Mark Palmer/Corp/Enron@ENRON, +Michael Tribolet/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Stephen Swain/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: California - Jan 13 meeting + +Attached is a summary of the Jan 13 Davis-Summers summit on the California +power situation. We will be discussing this at the 2:00 call today. + + +" +"allen-p/discussion_threads/396.","Message-ID: <8780750.1075855708163.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: California Action Update 1-14-00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:25 AM --------------------------- +From: James D Steffes@ENRON on 01/15/2001 11:36 AM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Michael +Tribolet/Corp/Enron@Enron, Vicki Sharp/HOU/EES@EES, Christian +Yoder/HOU/ECT@ECT, pgboylston@stoel, Travis McCullough/HOU/ECT@ECT, Don +Black/HOU/EES@EES, Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Wanda +Curry/HOU/EES@EES, Scott Stoness/HOU/EES@EES, mday@gmssr.com, Susan J +Mara/NA/Enron@ENRON, robert.c.williams@enron.com, William S +Bradford/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Mary +Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON +cc: +Subject: California Action Update 1-14-00 + +Enron has agreed that the key issue is to focus on solving the S-T buying +needs. Attached is a spreadsheet that outlines the $ magnitude of the next +few months. + +TALKING POINTS: + +Lot's of questions about DWR becoming the vehicle for S-T buying and there +is a significant legal risk for it becoming the vehicle. WE DO NEED +SOMETHING TO BRIDGE BEFORE WE PUT IN L-T CONTRACTS. +Huge and growing shortfall ($3.2B through March 31, 2001) +The SOONER YOU CAN PUT IN L-T CONTRACTS STOP THE BLEEDING. +Bankruptcy takes all authority out of the Legislature's hands. + +ACTION ITEMS: + +1. Energy Sales Participation Agreement During Bankruptcy + +Michael Tribolet will be contacting John Klauberg to discuss how to organize +a Participation Agreement to sell to UDCs in Bankruptcy while securing Super +Priority. + +2. Legislative Language for CDWR (?) Buying Short-Term + +Sandi McCubbin / Jeff Dasovich will lead team to offer new language to meet +S-T requirements of UDCs. Key is to talk with State of California Treasurer +to see if the $ can be found or provided to private firms. ($3.5B by end of +April). Pat Boylston will develop ""public benefit"" language for options +working with Mike Day. He can be reached at 503-294-9116 or +pgboylston@stoel.com. + +3. Get Team to Sacramento + +Get with Hertzberg to discuss the options (Bev Hansen). Explain the +magnitude of the problem. Get Mike Day to help draft language. + +4. See if UDCs have any Thoughts + +Steve Kean will communicate with UDCs to see if they have any solutions or +thougths. Probably of limited value. + +5. Update List + +Any new information on this should be communicated to the following people as +soon as possible. These people should update their respective business units. + +ENA Legal - Christian Yoder / Travis McCullough +Credit - Michael Tribolet +EES - Vicki Sharp / Don Black +ENA - Tim Belden / Philip Allen +Govt Affairs - Steve Kean / Richard Shapiro + + +" +"allen-p/discussion_threads/397.","Message-ID: <5679160.1075855708185.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 07:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Why did so many tenants not pay this week? + +#12 95 +#21 240 +#27 120 +#28 260 +#33 260 + +Total 975 + +It seems these apartments just missed rent. What is up? + +Other questions: + +#9-Why didn't they pay anything? By my records, they still owe $40 plus rent +should have been due on 12/12 of $220. + +#3-Why did they short pay? +" +"allen-p/discussion_threads/398.","Message-ID: <20839657.1075855708206.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +The wire should go out today. I am in Portland but can be reached by cell +phone 713-410-4679. Call me if there are any issues. I will place a call to +my attorney to check on the loan agreement. + +Phillip" +"allen-p/discussion_threads/399.","Message-ID: <10959398.1075855708227.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is a recent rentroll. I understand another looker went to the +property. I want to hear the feedback no matter how discouraging. I am in +Portland for the rest of the week. You can reach me on my cell phone +713-410-4679. My understanding was that you would be overnighting some +closing statements for Leander on Friday. Please send them to my house (8855 +Merlin Ct, Houston, TX 77055). + +Call me if necessary. + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2001 +08:06 AM --------------------------- + + +""phillip allen"" on 01/16/2001 06:36:15 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________ +Get your FREE download of MSN Explorer at http://explorer.msn.com + + - rentroll_investors_0112.xls +" +"allen-p/discussion_threads/4.","Message-ID: <1587881.1075855673314.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 16:23:00 -0800 (PST) +From: owner-strawbale@crest.org +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: owner-strawbale@crest.org +X-To: undisclosed-recipients:, +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +<4DDE116DBCA1D3118B130080C840BAAD02CD53@ppims.Services.McMaster.CA> +From: ""Wesko, George"" +To: strawbale@crest.org +Subject: RADIANT HEATING +Date: Tue, 4 Jan 2000 11:28:29 -0500 +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2650.21) +Content-Type: multipart/alternative; +------_=_NextPart_001_01BF56D0.C002317E +Content-Type: text/plain; +charset=""iso-8859-1"" +Sender: owner-strawbale@crest.org +Precedence: bulk + + +There are a number of excellent sites for radiant heating, including the +magazine fine homebuilding June-July 1992 issue: the Radiant Panel +Association; ASHRAE Chapter 6; Radiantec-Radiant heating system from +Radiantec; the following web site: http://www.twapanels.ca/heating +index.html + +The above is a good start, and each of the sites have a number of good +links. Let me know how you make out in your search." +"allen-p/discussion_threads/40.","Message-ID: <12294950.1075855674145.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 00:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone/~ctatham/navsetup/index.htm + +id pallen +pw westgasx + +highly sensitive do not distribute" +"allen-p/discussion_threads/400.","Message-ID: <14329750.1075855708252.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mike.grigsby@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +By STEVE EVERLY - The Kansas City Star +Date: 01/20/01 22:15 + +As natural gas prices rose in December, traders at the New York Mercantile +Exchange kept one eye on the weather forecast and another on a weekly gas +storage number. + +The storage figures showed utilities withdrawing huge amounts of gas, and the +forecast was for frigid weather. Traders put the two together, anticipated a +supply crunch and drove gas prices to record heights. + +""Traders do that all the time; they're looking forward,"" said William Burson, +a trader. ""It makes the market for natural gas."" + +But the market's response perplexed Chris McGill, the American Gas +Association's director of gas supply and transportation. He had compiled the +storage numbers since they were first published in 1994, and in his view the +numbers were being misinterpreted to show a situation far bleaker than +reality. + +""It's a little frustrating that they don't take the time to understand what +we are reporting,"" McGill said. + +As consumer outrage builds over high heating bills, the hunt for reasons -- +and culprits -- is on. Some within the natural gas industry are pointing +fingers at Wall Street. + +Stephen Adik, senior vice president of the Indiana utility NiSource, recently +stepped before an industry conference and blamed the market's speculators for +the rise in gas prices. + +""It's my firm belief ... that today's gas prices are being manipulated,"" Adik +told the trade magazine Public Utilities Fortnightly. + +In California, where natural gas spikes have contributed to an electric +utility crisis, six investigations are looking into the power industry. + +Closer to home, observers note that utilities and regulators share the blame +for this winter's startling gas bills, having failed to protect their +customers and constituents from such price spikes. + +Most utilities, often with the acquiescence of regulators, failed to take +precautions such as fixed-rate contracts and hedging -- a sort of price +insurance -- that could have protected their customers by locking in gas +prices before they soared. + +""We're passing on our gas costs, which we have no control over,"" said Paul +Snider, a spokesman for Missouri Gas Energy. + +But critics say the utilities shirked their responsibility to customers. + +""There's been a failure of risk management by utilities, and that needs to +change,"" said Ed Krapels, director of gas power services for Energy Security +Analysis Inc., an energy consulting firm in Wakefield, Mass. + + +Hot topic + +Consumers know one thing for certain: Their heating bills are up sharply. In +many circles, little else is discussed. + +The Rev. Vincent Fraser of Glad Tidings Assembly of God in Kansas City is +facing a $1,456 December bill for heating the church -- more than double the +previous December's bill. Church members are suffering from higher bills as +well. + +The Sunday collection is down, said Fraser, who might have to forgo part of +his salary. For the first time, the church is unable to meet its financial +pledge to overseas missionaries because the money is going to heating. + +""It's the talk of the town here,"" he said. + +A year ago that wasn't a fear. Wholesale gas prices hovered just above $2 per +thousand cubic feet -- a level that producers say didn't make it worthwhile +to drill for gas. Utilities were even cutting the gas prices paid by +customers. + +But trouble was brewing. By spring, gas prices were hitting $4 per thousand +cubic feet, just as utilities were beginning to buy gas to put into storage +for winter. + +There was a dip in the fall, but then prices rebounded. By early November, +prices were at $5 per thousand cubic feet. The federal Energy Information +Administration was predicting sufficient but tight gas supplies and heating +bills that would be 30 percent to 40 percent higher. + +But $10 gas was coming. Below-normal temperatures hit much of the country, +including the Kansas City area, and fears about tight supplies roiled the gas +markets. + +""It's all about the weather,"" said Krapels of Energy Security Analysis. + +Wholesale prices exploded to $10 per thousand cubic feet, led by the New York +traders. Natural gas sealed its reputation as the most price-volatile +commodity in the world. + + +Setting the price + +In the 1980s, the federal government took the caps off the wellhead price of +gas, allowing it to float. In 1990, the New York Mercantile began trading +contracts for future delivery of natural gas, and that market soon had +widespread influence over gas prices. + +The futures contracts are bought and sold for delivery of natural gas as soon +as next month or as far ahead as three years. Suppliers can lock in sale +prices for the gas they expect to produce. And big gas consumers, from +utilities to companies such as Farmland Industries Inc., can lock in what +they pay for the gas they expect to use. + +There are also speculators who trade the futures contracts with no intention +of actually buying or selling the gas -- and often with little real knowledge +of natural gas. + +But if they get on the right side of a price trend, traders don't need to +know much about gas -- or whatever commodity they're trading. Like all +futures, the gas contracts are purchased on credit. That leverage adds to +their volatility and to the traders' ability to make or lose a lot of money +in a short time. + +As December began, the price of natural gas on the futures market was less +than $7 per thousand cubic feet. By the end of the month it was nearly $10. +Much of the spark for the rally came from the American Gas Association's +weekly storage numbers. + +Utilities buy ahead and store as much as 50 percent of the gas they expect to +need in the winter. + +Going into the winter, the storage levels were about 5 percent less than +average, in part because some utilities were holding off on purchasing, in +hopes that the summer's unusually high $4 to $5 prices would drop. + +Still, the American Gas Association offered assurances that supplies would be +sufficient. But when below-normal temperatures arrived in November, the +concerns increased among traders that supplies could be insufficient. + +Then the American Gas Association reported the lowest year-end storage +numbers since they were first published in 1994. Still, said the +association's McGill, there was sufficient gas in storage. + +But some utility executives didn't share that view. William Eliason, vice +president of Kansas Gas Service, said that if December's cold snap had +continued into January, there could have been a real problem meeting demand. + +""I was getting worried,"" he said. + +Then suddenly the market turned when January's weather turned warmer. +Wednesday's storage numbers were better than expected, and futures prices +dropped more than $1 per thousand cubic feet. + + +Just passing through + +Some utilities said there was little else to do about the price increase but +pass their fuel costs on to customers. + +Among area utilities, Kansas Gas Service increased its customers' cost-of-gas +charge earlier this month to $8.68 per thousand cubic feet. And Missouri Gas +Energy has requested an increase to $9.81, to begin Wednesday. + +Sheila Lumpe, chairwoman of the Missouri Public Service Commission, said last +month that because utilities passed along their wholesale costs, little could +be done besides urging consumers to join a level-payment plan and to conserve +energy. + +Kansas Gas Service had a small hedging program in place, which is expected to +save an average customer about $25 this winter. + +Missouri Gas Energy has no hedging program. It waited until fall to seek an +extension of the program and then decided to pass when regulators would not +guarantee that it could recover its hedging costs. + +Now utilities are being asked to justify the decisions that have left +customers with such high gas bills. And regulators are being asked whether +they should abandon the practice of letting utilities pass along their fuel +costs. + +On Friday, Doug Micheel, senior counsel of the Missouri Office of the Public +Counsel, said his office would ask the Missouri Public Service Commission to +perform an emergency audit of Missouri Gas Energy's gas purchasing practices. + +""Consumers are taking all the risk,"" Micheel said. ""It's time to consider +some changes."" + + +To reach Steve Everly, call (816) 234-4455 or send e-mail to +severly@kcstar.com. + + + +------------------------------------------------------------------------------ +-- +All content , 2001 The Kansas City Star " +"allen-p/discussion_threads/401.","Message-ID: <19962240.1075855708274.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 06:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: Response to PGE request for gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/22/2001 +02:06 PM --------------------------- +From: Travis McCullough on 01/22/2001 01:48 PM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Response to PGE request for gas + +Draft response to PGE -- do you have any comments? + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 +----- Forwarded by Travis McCullough/HOU/ECT on 01/22/2001 01:47 PM ----- + + William S Bradford + 01/22/2001 01:44 PM + + To: Travis McCullough/HOU/ECT@ECT + cc: + Subject: Re: Response to PGE request for gas + +Works for me. Have you run it by Phillip Allen? + + + + +From: Travis McCullough on 01/22/2001 01:29 PM +To: William S Bradford/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Elizabeth Sager/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron +cc: +Subject: Response to PGE request for gas + +Please call me with any comments or questions. + + + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 + + + + +" +"allen-p/discussion_threads/402.","Message-ID: <28169830.1075855708300.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Cc: cbpres@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: cbpres@austin.rr.com +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: cbpres@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +I met with a banker that is interested in financing the project. They need +the following: + +Financial statements plus last two years tax returns. +Builders resume listing similar projects + +The banker indicated he could pull together a proposal by Friday. If we are +interested in his loan, he would want to come see the site. +If you want to overnight me the documents, I will pass them along. You can +send them to my home or office (1400 Smith, EB3210B, Houston, TX 77002). + +The broker is Jim Murnan. His number is 713-781-5810, if you want to call +him and send the documents to him directly. + +It sounds like the attorneys are drafting the framework of the partnership +agreement. I would like to nail down the outstanding business points as soon +as possible. + +Please email or call with an update. + + +Phillip " +"allen-p/discussion_threads/403.","Message-ID: <30863497.1075855708321.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 23:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. I still have questions on #28,#29, and #32. +" +"allen-p/discussion_threads/404.","Message-ID: <4834496.1075855708343.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 00:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Draft of Opposition to ORA/TURN petition +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +08:17 AM --------------------------- +From: Leslie Lawner@ENRON on 01/24/2001 08:17 PM CST +To: MBD +cc: Harry Kingerski/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Don Black/HOU/EES@EES, +James Shirley/HOU/EES@EES, Frank Ermis/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT +Subject: Re: Draft of Opposition to ORA/TURN petition + +Everything is short and sweet except the caption! One comment. The very +last sentence reads : PG&E can continue to physically divert gas if +necessary . . . "" SInce they haven't actually begun to divert yet, let's +change that sentence to read ""PG&E has the continuing right to physically +divert gas if necessary..."" + +I will send this around for comment. Thanks for your promptness. + +Any comments, anyone? + + + + MBD + 01/24/2001 03:47 PM + + To: ""'llawner@enron.com'"" + cc: + Subject: Draft of Opposition to ORA/TURN petition + + +Leslie: + +Here is the draft. Short and sweet. Let me know what you think. We will +be ready to file on Friday. Mike Day + + <> + + - X20292.DOC + + +" +"allen-p/discussion_threads/405.","Message-ID: <18109669.1075855708364.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +#32 and #29 are fine. + +#28 paid weekly on 1/5. Then he switched to biweekly. He should have paid +260 on 1/12. Two weeks rent in advance. Instead he paid 260 on 1/19. He +either needs to get back on schedule or let him know he is paying in the +middle of his two weeks. He is only paid one week in advance. This is not a +big deal, but you should be clear with tenants that rent is due in advance. + +Here is an updated rentroll. Please use this one instead of the one I sent +you this morning. + +Finally, can you fax me the application and lease from #9. + + + +Phillip" +"allen-p/discussion_threads/406.","Message-ID: <30511673.1075855708386.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Kidventure Camp +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:39 PM --------------------------- + + Enron North America Corp. + + From: WorkLife Department and Kidventure @ ENRON +01/24/2001 09:00 PM + + +Sent by: Enron Announcements@ENRON +To: All Enron Houston +cc: +Subject: Kidventure Camp + +" +"allen-p/discussion_threads/407.","Message-ID: <30865616.1075855708408.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Interviews Needed - 2/15/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Patti, + +This sounds like an opportunity to land a couple of analyst to fill the gaps +in scheduling. Remember their rotations last for one year. Do you want to +be an interviewer? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:46 PM --------------------------- + + + + From: Jana Giovannini 01/24/2001 09:42 AM + + +To: Chris Gaskill/Corp/Enron@Enron, Marc De La Roche/HOU/ECT@ECT, Mark A +Walker/NA/Enron@Enron, Andrea V Reed/HOU/ECT@ECT, Katherine L +Kelly/HOU/ECT@ECT, Stacey W White/HOU/ECT@ECT, John Best/NA/Enron, Timothy J +Detmering/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, Frank W +Vickers/NA/Enron@Enron, Carl Tricoli/Corp/Enron@Enron, Edward D +Baughman/HOU/ECT@ECT, Larry Lawyer/NA/Enron@Enron, Jere C +Overdyke/HOU/ECT@ECT, Brad Blesie/Corp/Enron@ENRON, Lynette +LeBlanc/Houston/Eott@Eott, Thomas Myers/HOU/ECT, Jeffrey C +Gossett/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Kayne Coulter/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Chris Abel/HOU/ECT@ECT, Steve +Venturatos/HOU/ECT@ECT, Ben Jacoby/HOU/ECT@ECT +cc: David W Delainey/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Mike +McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT +Subject: Analyst Interviews Needed - 2/15/01 + + + + +All, + +The Analyst and Associate Programs recognize we have many Analyst needs that +need to be addressed immediately. While we anticipate many new Analysts +joining Enron this summer (late May) and fulltime (August) we felt it +necessary to address some of the immediate needs with an Off-Cycle Recruiting +event. We are planning this event for Thursday, February 15 and are inviting +approximately 30 candidates to be interviewed. I am asking that you forward +this note to any potential interviewers (Managers or above). We will conduct +first round interviews in the morning and the second round interviews in the +afternoon. We need for interviewers to commit either to the morning +(9am-12pm) or afternoon (2pm-5pm) complete session. Please submit your +response using the buttons below and update your calendar for this date. In +addition, we will need the groups that have current needs to commit to taking +one or more of these Analysts should they be extended an offer. Thanks in +advance for your cooperation. + + + + +Thank you, +Jana + + +" +"allen-p/discussion_threads/408.","Message-ID: <6893572.1075855708430.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Status of QF negotiations on QFs & Legislative Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:41 AM --------------------------- + + + + From: Chris H Foster 01/26/2001 05:50 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT +Subject: Status of QF negotiations on QFs & Legislative Update + +Phillip: + +It looks like a deal with the non gas fired QFs is iminent. One for the gas +generators is still quite a ways off. + +The non gas fired QFs will be getting a fixed price for 5 years and reverting +back to their contracts thereafter. They also will give back + +I would expect that the gas deal using an implied gas price times a heat rate +would be very very difficult to close. Don't expect hedgers to come any time +soon. + +I will keep you abreast of developments. + +C +---------------------- Forwarded by Chris H Foster/HOU/ECT on 01/26/2001 +05:42 AM --------------------------- + + +Susan J Mara@ENRON +01/25/2001 06:02 PM +To: Michael Tribolet/Corp/Enron@Enron, Christopher F Calger/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Michael Etringer/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, Sandra McCubbin/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT +cc: +Subject: Status of QF negotiations on QFs & Legislative Update + +This from a conference call with IEP tonight at 5 pm: + +RE; Non-Gas-fired QFs -- The last e-mail I sent includes the latest version +of the IEP proposal. Negotiations with SCE on this proposal are essentially +complete. PG&E is OK with the docs. All QFs but Calpine have agreed with +the IEP proposal -- Under the proposal, PG&E would ""retain"" $106 million (of +what, I'm not sure -- I think they mean a refund to PG&E from QFs who +switched to PX pricing). The money would come from changing the basis for the +QF payments from the PX price to the SRAC price, starting back in December +(and maybe earlier). + +PG&E will not commit to a payment schedule and will not commit to take the +Force Majeure notices off the table. QFs are asking IEP to attempt to get +some assurances of payment. + +SCE has defaulted with its QFs; PG&E has not yet -- but big payments are due +on 2/2/01. + +For gas-fired QFs -- Heat rate of 10.2 included in formula for PG&E's +purchases from such QFs. Two people are negotiating the these agreements +(Elcantar and Bloom), but they are going very slowly. Not clear this can be +resolved. Batten and Keeley are refereeing this. No discussions on this +occurred today. + +Status of legislation -- Keeley left town for the night, so not much will +happen on the QFs.Assembly and Senate realize they have to work together. +Plan to meld together AB 1 with Hertzberg's new bill . Hydro as security is +dead. Republicans were very much opposed to it. + + +" +"allen-p/discussion_threads/409.","Message-ID: <30377211.1075855708452.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:55:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +Can you accomodate Dexter as we have in the past. This has been very helpful +in establishing a fair index at Socal Border. + +Phillip + +Please cc me on the email with a guest password. The sooner the better as +bidweek is underway. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:49 AM --------------------------- + + +Dexter Steis on 01/26/2001 07:28:29 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: NGI access to eol + + +Phillip, + +I was wondering if I could trouble you again for another guest id for eol. +In previous months, it has helped us here at NGI when we go to set indexes. + +I appreciate your help on this. + +Dexter + +" +"allen-p/discussion_threads/41.","Message-ID: <13047721.1075855674166.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 05:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/22/2000 +01:46 PM --------------------------- + + + + From: Colleen Sullivan 03/22/2000 08:42 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Bhavna Pandya/HOU/ECT@ECT +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM + +Please plan on attending a meeting on Thursday, March 23 at 11:15 am in Room +3127. This meeting will be brief. I would like to take the time to +introduce Bhavna Pandya, and get some input from you on various projects she +will be assisting us with. Thank you. +" +"allen-p/discussion_threads/410.","Message-ID: <19108674.1075855708475.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 04:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Re: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +12:14 PM --------------------------- +To: +cc: +Subject: Re: SM134 + +George, + +Here is a spreadsheet that illustrates the payout of investment and builders +profit. Check my math, but it looks like all the builders profit would be +recouped in the first year of operation. At permanent financing $1.1 would +be paid, leaving only .3 to pay out in the 1st year. + + + +Since almost 80% of builders profit is repaid at the same time as the +investment, I feel the 65/35 is a fair split. However, as I mentioned +earlier, I think we should negotiate to layer on additional equity to you as +part of the construction contract. + +Just to begin the brainstorming on what a construction agreement might look +like here are a few ideas: + + 1. Fixed construction profit of $1.4 million. Builder doesn't benefit from +higher cost, rather suffers as an equity holder. + + 2. +5% equity for meeting time and costs in original plan ($51/sq ft, phase +1 complete in November) + +5% equity for under budget and ahead of schedule + -5% equity for over budget and behind schedule + +This way if things go according to plan the final split would be 60/40, but +could be as favorable as 55/45. I realize that what is budget and schedule +must be discussed and agreed upon. + +Feel free to call me at home (713)463-8626 + + +Phillip + + +" +"allen-p/discussion_threads/411.","Message-ID: <10028000.1075855708497.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 07:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE:Stock Options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +03:26 PM --------------------------- + + +""Stephen Benotti"" on 01/29/2001 11:24:33 AM +To: ""'pallen@enron.com'"" +cc: +Subject: RE:Stock Options + + + +Phillip here is the information you requested. + +Shares Vest date Grant Price +4584 12-31-01 18.375 +3200 + 1600 12-31-01 20.0625 + 1600 12-31-02 20.0625 +9368 + 3124 12-31-01 31.4688 + 3124 12-31-02 31.4688 + 3120 12-31-03 31.4688 +5130 + 2565 1-18-02 55.50 + 2565 1-18-03 55.50 +7143 + 2381 8-1-01 76.00 + 2381 8-1-02 76.00 + 2381 8-1-03 76.00 +24 + 12 1-18-02 55.50 + 12 1-18-03 55.50 + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. +" +"allen-p/discussion_threads/412.","Message-ID: <30251967.1075855708521.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CPUC posts audit reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/30/2001 +11:21 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 09:14 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES, +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES, +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES, +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tasha +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Tim +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES, +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard B +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron, +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Gordon +Savage/HOU/EES@EES, Donna Fulton/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: +Subject: CPUC posts audit reports + +Here's the link for the audit report +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 08:53 AM ----- + + andy brown + 01/29/2001 07:27 PM + Please respond to abb; Please respond to andybrwn + + To: carol@iepa.com + cc: ""'Bill Carlson (E-mail)'"" , ""'Bill +Woods (E-mail)'"" , ""'Bob Ellery (E-mail)'"" +, ""'Bob Escalante (E-mail)'"" +, ""'Bob Gates (E-mail)'"" , +""'Carolyn A Baker (E-mail)'"" , ""'Cody Carter +(E-mail)'"" , ""'Curt Hatton (E-mail)'"" +, ""'Curtis Kebler (E-mail)'"" +, ""'David Parquet'"" +, ""'Dean Gosselin (E-mail)'"" +, ""'Doug Fernley (E-mail)'"" +, ""'Douglas Kerner (E-mail)'"" , +""'Duane Nelsen (E-mail)'"" , ""'Ed Tomeo (E-mail)'"" +, ""'Eileen Koch (E-mail)'"" , +""'Eric Eisenman (E-mail)'"" , ""'Frank DeRosa +(E-mail)'"" , ""'Greg Blue (E-mail)'"" +, ""'Hap Boyd (E-mail)'"" , ""'Hawks Jack +(E-mail)'"" , ""'Jack Pigott (E-mail)'"" +, ""'Jim Willey (E-mail)'"" , ""'Joe +Greco (E-mail)'"" , ""'Joe Ronan (E-mail)'"" +, ""'John Stout (E-mail)'"" , +""'Jonathan Weisgall (E-mail)'"" , ""'Kate Castillo +(E-mail)'"" , ""Kelly Lloyd (E-mail)"" +, ""'Ken Hoffman (E-mail)'"" , +""'Kent Fickett (E-mail)'"" , ""'Kent Palmerton'"" +, ""'Lynn Lednicky (E-mail)'"" , +""'Marty McFadden (E-mail)'"" , ""'Paula Soos'"" +, ""'Randy Hickok (E-mail)'"" +, ""'Rob Lamkin (E-mail)'"" +, ""'Roger Pelote (E-mail)'"" +, ""'Ross Ain (E-mail)'"" +, ""'Stephanie Newell (E-mail)'"" +, ""'Steve Iliff'"" +, ""'Steve Ponder (E-mail)'"" , +""'Susan J Mara (E-mail)'"" , ""'Tony Wetzel (E-mail)'"" +, ""'William Hall (E-mail)'"" +, ""'Alex Sugaoka (E-mail)'"" +, ""'Allen Jensen (E-mail)'"" +, ""'Andy Gilford (E-mail)'"" +, ""'Armen Arslanian (E-mail)'"" +, ""Bert Hunter (E-mail)"" +, ""'Bill Adams (E-mail)'"" , +""'Bill Barnes (E-mail)'"" , ""'Bo Buchynsky +(E-mail)'"" , ""'Bob Tormey'"" , +""'Charles Johnson (E-mail)'"" , ""'Charles Linthicum +(E-mail)'"" , ""'Diane Fellman (E-mail)'"" +, ""'Don Scholl (E-mail)'"" +, ""'Ed Maddox (E-mail)'"" +, ""'Edward Lozowicki (E-mail)'"" +, ""'Edwin Feo (E-mail)'"" , +""'Eric Edstrom (E-mail)'"" , ""'Floyd Gent (E-mail)'"" +, ""'Hal Dittmer (E-mail)'"" , ""'John +O'Rourke'"" , ""'Kawamoto, Wayne'"" +, ""'Ken Salvagno (E-mail)'"" , ""Kent Burton +(E-mail)"" , ""'Larry Kellerman'"" +, ""'Levitt, Doug'"" , ""'Lucian +Fox (E-mail)'"" , ""'Mark J. Smith (E-mail)'"" +, ""'Milton Schultz (E-mail)'"" , ""'Nam +Nguyen (E-mail)'"" , ""'Paul Wood (E-mail)'"" +, ""'Pete Levitt (E-mail)'"" , +""'Phil Reese (E-mail)'"" , ""'Robert Frees (E-mail)'"" +, ""'Ross Ain (E-mail)'"" , ""'Scott +Harlan (E-mail)'"" , ""'Tandy McMannes (E-mail)'"" +, ""'Ted Cortopassi (E-mail)'"" +, ""'Thomas Heller (E-mail)'"" +, ""'Thomas Swank'"" , ""'Tom +Hartman (E-mail)'"" , ""'Ward Scobee (E-mail)'"" +, ""'Brian T. Craggq'"" , ""'J. +Feldman'"" , ""'Kassandra Gough (E-mail)'"" +, ""'Kristy Rumbaugh (E-mail)'"" +, ""Andy Brown (E-mail)"" +, ""Jan Smutny-Jones (E-mail)"" , ""Katie +Kaplan (E-mail)"" , ""Steven Kelly (E-mail)"" + Subject: CPUC posts audit reports + +This email came in to parties to the CPUC proceeding. The materials should +be available on the CPUC website, www.cpuc.ca.gov. The full reports will be +available. ABB + +Parties, this e-mail note is to inform you that the KPMG audit report will be +posted on the web as of 7:00 p.m on January 29, 2001. You will see +the following documents on the web: + +1. President Lynch's statement +2. KPMG audit report of Edison +3. Ruling re: confidentiality + +Here is the link to the web site: +http://www.cpuc.ca.gov/010129_audit_index.htm + + +-- +Andrew Brown +Sacramento, CA +andybrwn@earthlink.net + + + + +" +"allen-p/discussion_threads/413.","Message-ID: <28065133.1075855708543.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +What is the latest? Write me a note about what is going on and what issues +you need my help to deal with when you send the rentroll. + +Phillip +" +"allen-p/discussion_threads/414.","Message-ID: <16041239.1075855708564.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: c@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: C +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +In response to your ideas + +Time and cost + +1. I realize that asking for a fixed price contract would result in the +builder using a higher estimate to cover uncertainty. That " +"allen-p/discussion_threads/415.","Message-ID: <28808865.1075855708589.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 23:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on + Edison +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001= +=20 +07:12 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 10:10 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly=20 +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol= +=20 +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT,= +=20 +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H=20 +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES,=20 +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy=20 +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward=20 +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES,= +=20 +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W=20 +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger=20 +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G=20 +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EE= +S,=20 +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James=20 +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EE= +S,=20 +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe=20 +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy=20 +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevi= +n=20 +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES,= +=20 +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EE= +S,=20 +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael=20 +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES= +,=20 +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul=20 +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L=20 +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard=20 +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert=20 +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES,= +=20 +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott=20 +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES,=20 +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tas= +ha=20 +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Ti= +m=20 +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES,=20 +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S=20 +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard = +B=20 +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,= +=20 +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna=20 +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn=20 +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda=20 +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western= +=20 +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron,=20 +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B=20 +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Robert = +C=20 +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: =20 +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on=20 +Edison + + +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 10:02 AM ----- + +=09""Daniel Douglass"" +=0901/30/2001 08:31 AM +=09=09=20 +=09=09 To: , , ,=20 +, , ,=20 +, ,=20 +, , ,=20 +, , ,= +=20 +, , = +,=20 +, ,=20 +, ,=20 + +=09=09 cc:=20 +=09=09 Subject: CPUC Audit Report on Edison + +The following are the highlights from the Executive Summary of the KPMG aud= +it=20 +report on Southern California Edison: +=20 +I. Cash Needs +Highlights: +SCE=01,s original cash forecast, dated as December 28, 2000, projects a com= +plete=20 +cash depletion date of February 1, 2001. Since then SCE has instituted a=20 +program of cash conservation that includes suspension of certain obligation= +s=20 +and other measures.=20 +Based on daily cash forecasts and cash conservation activities, SCE=01,s=20 +available cash improved through January 19 from an original estimate of $51= +.8=20 +million to $1.226 billion. The actual cash flow, given these cash=20 +conservation activities, extends the cash depletion date. +II. Credit Relationships +Highlights: +SCE has exercised all available lines of credit and has not been able to=20 +extend or renew credit as it has become due. +At present, there are no additional sources of credit open to SCE. +SCE=01,s loan agreements provide for specific clauses with respect to defau= +lt.=20 +Generally, these agreements provide for the debt becoming immediately due a= +nd=20 +payable. +SCE=01,s utility plant assets are used to secure outstanding mortgage bond= +=20 +indebtedness, although there is some statutory capacity to issue more=20 +indebtedness if it were feasible to do so. +Credit ratings agencies have downgraded SCE=01,s credit ratings on most of = +its=20 +rated indebtedness from solid corporate ratings to below investment grade= +=20 +issues within the last three weeks. +III. Energy Cost Scenarios +Highlights +This report section uses different CPUC supplied assumptions to assess=20 +various price scenarios upon SCE=01,s projected cash depletion dates. Under= + such=20 +scenarios, SCE would have a positive cash balance until March 30, 2001. +IV. Cost Containment Initiatives +Highlights +SCE has adopted a $460 million Cost Reduction Plan for the year 2001. +The Plan consists of an operation and maintenance component and a capital= +=20 +improvement component as follows (in millions): +Operating and maintenance costs $ 77 +Capital Improvement Costs 383 +Total $ 460 +The Plan provides for up to 2,000 full, part-time and contract positions to= +=20 +be eliminated with approximately 75% of the total staff reduction coming fr= +om=20 +contract employees. +Under the Plan, Capital Improvement Costs totaling $383 million are for the= +=20 +most part being deferred to a future date. +SCE dividends to its common shareholder and preferred stockholders and=20 +executive bonuses have been suspended, resulting in an additional cost=20 +savings of approximately $92 million. +V. Accounting Mechanisms to Track Stranded Cost Recovery (TRA and TCBA=20 +Activity) +Highlights: +As of December 31, 2000, SCE reported an overcollected balance in the=20 +Transition Cost Balancing Account (TCBA) Account of $494.5 million. This=20 +includes an estimated market valuation of its hydro facilities of $500=20 +million and accelerated revenues of $175 million. +As of December 31, 2000, SCE reported an undercollected balance in SCE=01,s= +=20 +Transition Account (TRA) of $4.49 billion. +Normally, the generation memorandum accounts are credited to the TCBA at th= +e=20 +end of each year. However, the current generation memorandum account credit= +=20 +balance of $1.5 billion has not been credited to the TCBA, pursuant to=20 +D.01-01-018. +Costs of purchasing generation are tracked in the TRA and revenues from=20 +generation are tracked in the TCBA. Because these costs and revenues are=20 +tracked separately, the net liability from procuring electric power, as=20 +expressed in the TRA, are overstated. +TURN Proposal +As part of our review, the CPUC asked that we comment on the proposal of TU= +RN=20 +to change certain aspects of the regulatory accounting for transition asset= +s.=20 +Our comments are summarized as follows: +The Proposal would have no direct impact on the cash flows of SCE in that i= +t=20 +would not directly generate nor use cash. +The Proposal=01,s impact on SCE=01,s balance sheet would initially be to sh= +ift=20 +costs between two regulatory assets. +TURN=01,s proposal recognizes that because the costs of procuring power and= + the=20 +revenues from generating power are tracked separately, the undercollection = +in=20 +the TRA is overstated. +VI. Flow of Funds Analysis +Highlights: +In the last five years, SCE had generated net income of $2.7 billion and a= +=20 +positive cash flow from operations of $7 billion. +During the same time period, SCE paid dividends and other distributions to= +=20 +its parent, Edison International, of approximately $4.8 billion. +Edison International used the funds from dividends to pay dividends to its= +=20 +shareholders of $1.6 billion and repurchased shares of its outstanding comm= +on=20 +stock of $2.7 billion, with the remaining funds being used for administrati= +ve=20 +and general costs, investments, and other corporate purposes. +[there is no Section VII] +=20 +VIII. Earnings of California Affiliates +SCE=01,s payments for power to its affiliates were approximately $400-$500= +=20 +million annually and remained relatively stable from 1996 through 1999.=20 +In 2000, the payments increased by approximately 50% to over $600 million.= +=20 +This increase correlates to the increase in market prices +for natural gas for the same period. +A copy of the report is available on the Commission website at=20 +www.cpuc.ca.gov. +=20 +Dan + +" +"allen-p/discussion_threads/416.","Message-ID: <146297.1075855708719.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: 8774820206@pagenetmessage.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: 8774820206@pagenetmessage.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Testing. Sell low and buy high +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001 +04:51 PM --------------------------- + + + + From: Phillip K Allen 01/12/2001 08:58 AM + + +To: 8774820206@pagenetmessage.net +cc: +Subject: + +testing +" +"allen-p/discussion_threads/417.","Message-ID: <9354850.1075855708742.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 05:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: info@geoswan.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: info@geoswan.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The probability of building a house this year is increasing. I have shifted +to a slightly different plan. There were too many design items that I could +not work out in the plan we discussed previously. Now, I am leaning more +towards a plan with two wings and a covered courtyard in the center. One +wing would have a living/dining kitchen plus master bedroom downstairs with 3 +kid bedrooms + a laundry room upstairs. The other wing would have a garage + +guestroom downstairs with a game room + office/exercise room upstairs. This +plan still has the same number of rooms as the other plan but with the +courtyard and pool in the center this plan should promote more outdoor +living. I am planning to orient the house so that the garage faces the west. + The center courtyard would be covered with a metal roof with some fiberglass +skylights supported by metal posts. I am envisioning the two wings to have +single slope roofs that are not connected to the center building. + +I don't know if you can imagine the house I am trying to describe. I would +like to come and visit you again this month. If it would work for you, I +would like to drive up on Sunday afternoon on Feb. 18 around 2 or 3 pm. I +would like to see the progress on the house we looked at and tour the one we +didn't have time for. I can bring more detailed drawings of my new plan. + +Call or email to let me know if this would work for you. +pallen70@hotmail.com or 713-463-8626(home), 713-853-7041(work) + + +Phillip Allen + + +PS. Channel 2 in Houston ran a story yesterday (Feb. 2) about a home in +Kingwood that had a poisonous strain of mold growing in the walls. You +should try their website or call the station to get the full story. It would +makes a good case for breathable walls." +"allen-p/discussion_threads/418.","Message-ID: <24454567.1075855708763.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 06:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com, sally.beck@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett, Sally Beck +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan hours are out of hand. We need to find a solution. Let's meet on +Monday to assess the issue + +Phillip" +"allen-p/discussion_threads/419.","Message-ID: <33234078.1075855708785.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would like to go to this meeting. Can you arrange it? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:00 PM --------------------------- + + +Larry May@ENRON +02/02/2001 12:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry +" +"allen-p/discussion_threads/42.","Message-ID: <14843283.1075855674187.JavaMail.evans@thyme> +Date: Fri, 24 Mar 2000 01:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Western Strategy Briefing Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/24/2000 +08:57 AM --------------------------- + + +Tim Heizenrader +03/23/2000 08:09 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Briefing Materials + +Slides from this week's strategy session are attached: +" +"allen-p/discussion_threads/420.","Message-ID: <18079386.1075855708806.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: final business points +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:43 PM --------------------------- + + + + From: Phillip K Allen 01/31/2001 01:23 PM + + +To: cbpres@austin.rr.com +cc: llewter@austin.rr.com +Subject: + + +" +"allen-p/discussion_threads/421.","Message-ID: <24863610.1075855708828.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + +" +"allen-p/discussion_threads/422.","Message-ID: <29359384.1075855708850.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +04:43 PM --------------------------- + + + + From: Phillip K Allen 02/02/2001 02:40 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + + + +" +"allen-p/discussion_threads/423.","Message-ID: <25248759.1075855708872.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/05/2001 +08:45 AM --------------------------- + + +Jeffrey C Gossett +02/02/2001 09:48 PM +To: Larry May/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: re: book admin for Pipe/Gas daily option book + +When we meet, I would like to address the following issues: + +1.) I had at least 5 people here past midnight on both nights and I have +several people who have not left before 10:30 this week. +2.) It is my understanding that Susan was still booking new day deals on +Thursday night at 8:30 b/c she did not get deal tickets from the trading +floor until after 5:00 p.m. +3.) It is also my understanding that Susan is done with the p&l and +benchmark part of her book often times by 6:00, but that what keeps her here +late is usually running numerous extra models and spreadsheets. (One +suggestion might be a permanent IT person on this book.) (This was also my +understanding from Kyle Etter, who has left the company.) + +I would like to get this resolved as soon as possible so that Larry can get +the information that he needs to be effective and so that we can run books +like this and not lose good people. + +Thanks + + + + +Larry May@ENRON +02/02/2001 02:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry + + + +" +"allen-p/discussion_threads/424.","Message-ID: <26554304.1075855708894.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +I am not willing to guarantee to refinance the 1st lien on the stage in 4 +years and drop the rate on both notes at that point to 8%. There are several +reasons that I won't commit to this. Exposure to interest fluctuations, the +large cash reserves needed, and the limited financial resources of the buyer +are the three biggest concerns. + +What I am willing to do is lower the second note to 8% amortized over the +buyers choice of terms up to 30 years. The existing note does not come due +until September 2009. That is a long time. The buyer may have sold the +property. Interest rates may be lower. I am bending over backwards to make +the deal work with such an attractive second note. Guaranteeing to refinance +is pushing too far. + +Can you clarify the dates in the contract. Is the effective date the day the +earnest money is receipted or is it once the feasibility study is complete? + +Hopefully the buyer can live with these terms. I got your fax from the New +Braunfels buyer. If we can't come to terms with the first buyer I will get +started on the list. + +Email or call me later today. + +Phillip + + +" +"allen-p/discussion_threads/425.","Message-ID: <24253753.1075855708915.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +My target is to get $225 back out of the stage. Therefore, I could take a +sales price of $740K and carry a second note of $210K. This would still only +require $75K cash from the buyer. After broker fees and a title policy, I +would net around $20K cash. + +You can go ahead and negotiate with the buyer and strike the deal at $740 or +higher with the terms described in the 1st email. Do you want to give the +New Braunfels buyer a quick look at the deal. + + +Phillip" +"allen-p/discussion_threads/426.","Message-ID: <13590863.1075855708936.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 06:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Smeltering +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/06/2001 +02:12 PM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/06/2001 12:06 PM + + +To: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Kevin M Presto/HOU/ECT@ECT +cc: LaCrecia Davenport/Corp/Enron@Enron, Bharat Khanna/NA/Enron@Enron +Subject: Smeltering + + +Below are some articles relating to aluminum, power and gas prices. Thought +it would be of interest. +Frank + +--- +---------------------- Forwarded by Michael Pitt/EU/Enron on 06/02/2001 17:00 +--------------------------- + + +Rohan Ziegelaar +30/01/2001 13:45 +To: Lloyd Fleming/LON/ECT@ECT, Andreas Barschkis/EU/Enron@Enron, Michael +Pitt/EU/Enron@Enron +cc: + +Subject: + + + + + + +" +"allen-p/discussion_threads/427.","Message-ID: <16631942.1075855708959.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/07/2001 +07:14 AM --------------------------- + + +Susan J Mara@ENRON +02/06/2001 04:12 PM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, mpalmer@enron.com, Neil +Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Paula +Warren/HOU/EES@EES, Richard L Zdunkewicz/HOU/EES@EES, Richard +Leibert/HOU/EES@EES, Richard Shapiro/NA/Enron@ENRON, Rita +Hennessy/NA/Enron@ENRON, Robert Badeer/HOU/ECT@ECT, Rosalinda +Tijerina/HOU/EES@EES, Sandra McCubbin/NA/Enron@ENRON, Sarah +Novosel/Corp/Enron@ENRON, Scott Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Sharon Dick/HOU/EES@EES, skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya +Leslie/HOU/EES@EES, Tasha Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri +Greenlee/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, +William S Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, +Richard B Sanders/HOU/ECT@ECT, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, dwatkiss@bracepatt.com, +rcarroll@bracepatt.com, Donna Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, +Kathryn Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Ren, Lazure/Western Region/The Bentley +Company@Exchange, Michael Tribolet/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, jklauber@llgm.com, Tamara +Johnson/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Dirk vanUlden/Western Region/The Bentley +Company@Exchange, Steve Walker/SFO/EES@EES, James Wright/Western Region/The +Bentley Company@Exchange, Mike D Smith/HOU/EES@EES, Richard +Shapiro/NA/Enron@Enron +cc: +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! + +Here is a link to the governor's press release. He is billing it as 5,000 MW +of contracts, but then he says that there is only 500 available immediately. +WIth the remainder available from 3 to 10 years. + + +http://www.governor.ca.gov/state/govsite/gov_htmldisplay.jsp?BV_SessionID=@@@@ +1673762879.0981503886@@@@&BV_EngineID=falkdgkgfmhbemfcfkmchcng.0&sCatTitle=Pre +ss+Release&sFilePath=/govsite/press_release/2001_02/20010206_PR01049_longtermc +ontracts.html&sTitle=GOVERNOR+DAVIS+ANNOUNCES+LONG+TERM+POWER+SUPPLY&iOID=1325 +0 +" +"allen-p/discussion_threads/428.","Message-ID: <24639692.1075855708981.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 01:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Can you draft the partnership agreement and the construction contract? + +The key business points are: + +1. Investment is a loan with prime + 1% rate + +2. Construction contract is cost plus $1.4 Million + +3. The investors' loan is repaid before any construction profit is paid. + +4. All parties are GP's but 3 out 4 votes needed for major decisions? + +5. 60/40 split favoring the investors. + +With regard to the construction contract, we are concerned about getting a +solid line by line cost estimate and clearly defining what constitutes +costs. Then we need a mechanism to track the actual expenses. Keith and I +would like to oversee the bookkeeping. The builders would be requred to fax +all invoices within 48 hours. We also would want online access to the +checking account of the partnership so we could see if checks were clearing +but invoices were not being submitted. + +Let me know if you can draft these agreements. The GP issue may need some +tweaking. + +Phillip Allen +713-853-7041 +pallen@enron.com + +" +"allen-p/discussion_threads/429.","Message-ID: <24073030.1075855709005.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 23:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll for this Friday. Sorry it is so late. + + + +There are a few problems with the rentroll from 2/2. + +1. I know you mentioned the deposit would be 5360.65 which is what the bank +is showing, but the rentroll only adds up to 4865. The missing money on the +spreadsheet is probably the answer to my other questions below. + +2. #1 Did he pay the rent he missed on 1/26? + +3. #3 Did he miss rent on 1/26 and 2/2? + +4. #11 Missed on 2/2? + +5. #13 Missed on 1/26? + +6. #14 missed on 2/2? + +7. #15 missed on 2/2 and has not paid the 95 from 1/19? + +8. #20a missed on 2/2? + +9. #35 missed on 2/2? + +My guess is some of these were paid but not recorded on the 2/2 rentroll. +You may have sent me a message over the ""chat"" line that I don't remember on +some of these. I just want to get the final rentroll to tie exactly to the +bank deposit. + +Will have some time today to work on a utility letter. Tried to call Wade +last night at 5:30 but couldn't reach him. Will try again today. + +I believe that a doctor from Seguin is going to make an offer. Did you meet +them? If so, what did you think? + +Phillip" +"allen-p/discussion_threads/43.","Message-ID: <27410796.1075855674208.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 23:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +tara, + +Please grant access to manage financial products to the following: + + Janie Tholt + Frank Ermis + Steve South + Tory Kuykendall + Matt Lenhart + Randy Gay + +We are making markets on one day gas daily swaps. Thank you. + +Phillip Allen" +"allen-p/discussion_threads/430.","Message-ID: <29644793.1075855709026.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 01:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2001 +09:26 AM --------------------------- + + +""Jeff Smith"" on 02/08/2001 07:08:03 PM +To: +cc: +Subject: the stage + + +I am sending the Dr. a contract for Monday delivery. He is offering +$739,000 with $73,900 down. + +He wants us to finish the work on the units that are being renovated now. +We need to specify those units in the contract. We also need to specify the +units that have not been remodeled. I think he will be a good buyer. He is +a local with plenty of cash. Call me after you get this message. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/discussion_threads/431.","Message-ID: <23839300.1075855709049.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 06:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a draft of a memo we should distribute to the units that are subject +to caps. I wrote it as if it were from you. It should come from the manager. + +It is very important that we tell new tenants what the utility cap for there +unit is when they move in. This needs to be written in on their lease. + +When you have to talk to a tenant complaining about the overages emphasize +that it is only during the peak months and it is already warming up. + +Have my Dad read the memo before you put it out. You guys can make changes +if you need to. + + + + + +Next week we need to take inventory of all air conditioners and +refrigerators. We have to get this done next week. I will email you a form +to use to record serial numbers. The prospective buyers want this +information plus we need it for our records. Something to look forward to. + +It is 2 PM and I have to leave the office. Please have my Dad call me with +the information about the units at home 713-463-8626. He will know what I +mean. + +Talk to you later, + +Phillip" +"allen-p/discussion_threads/432.","Message-ID: <27212963.1075855709071.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: California Gas Demand Growth +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:09 AM --------------------------- +From: Mark Whitt@ENRON on 02/09/2001 03:38 PM MST +Sent by: Mark Whitt@ENRON +To: Barry Tycholiz/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Paul T Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, +Stephanie Miller/Corp/Enron@ENRON +cc: +Subject: California Gas Demand Growth + +This should probably be researched further. If they can really build this +many plants it could have a huge impact on the Cal border basis. Obviously +it is dependent on what capacity is added on Kern, PGT and TW but it is hard +to envision enough subscriptions to meet this demand. Even if it is +subscribed it will take 18 months to 2 years to build new pipe therefore the +El Paso 1.2 Bcf/d could be even more valuable. + + +Mark + + +----- Forwarded by Mark Whitt/NA/Enron on 02/09/2001 03:04 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/09/2001 09:26 AM + + To: Barry Tycholiz/NA/Enron@ENRON, Mark Whitt/NA/Enron@Enron, Paul T +Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT + cc: + Subject: California Gas Demand Growth + + + + +If you wish to run sensitivities to heat rate and daily dispatch, I have +attached the spreadsheet below. + + +Tyrell +303 575 6478 + +" +"allen-p/discussion_threads/433.","Message-ID: <21363294.1075855709093.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:57 AM --------------------------- +From: Mark Whitt@ENRON on 02/08/2001 03:44 PM MST +Sent by: Mark Whitt@ENRON +To: Phillip K Allen/HOU/ECT@ECT +cc: Barry Tycholiz/NA/Enron@ENRON, Paul T Lucci/NA/Enron@Enron +Subject: AEC Volumes at OPAL + +Phillip these are the volumes that AEC is considering selling at Opal over +the next five years. The structure they are looking for is a firm physical +sale at a NYMEX related price. There is a very good chance that they will do +this all with one party. We are definitely being considered as that party. +Given what we have seen in the marketplace they may be one of the few +producers willing to sell long dated physical gas for size into Kern River. + +What would be your bid for this gas? + + +----- Forwarded by Mark Whitt/NA/Enron on 02/08/2001 03:13 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/08/2001 03:12 PM + + To: Mark Whitt/NA/Enron@Enron + cc: + Subject: AEC Volumes at OPAL + + +" +"allen-p/discussion_threads/434.","Message-ID: <20474206.1075855709114.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 04:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: russ.whitton@enron.com +Subject: Re: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Russ Whitton +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +12:15 PM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: AEC Volumes at OPAL + + +" +"allen-p/discussion_threads/435.","Message-ID: <9281817.1075855709135.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: mark.whitt@enron.com +Subject: Re: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: MARK.WHITT@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +12:18 PM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: AEC Volumes at OPAL + + +" +"allen-p/discussion_threads/436.","Message-ID: <4958992.1075855709159.JavaMail.evans@thyme> +Date: Wed, 14 Feb 2001 00:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: CERA Analysis - California +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/14/2001 +08:23 AM --------------------------- + + +Robert Neustaedter@ENRON_DEVELOPMENT +02/13/2001 02:51 PM +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Cynthia +Sandherr/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, David W +Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, +Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, Eric +Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg Wolfe/HOU/ECT@ECT, +Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, Jeff +Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, JKLAUBER@LLGM.COM, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Marcia A Linton/NA/Enron@Enron, Mary +Schoen/NA/Enron@Enron, mday@gmssr.com, Margaret Carson/Corp/Enron@ENRON, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, mday@gmssr.com, +Mike Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Johnston/HOU/ECT@ECT, Sandra McCubbin/NA/Enron@Enron, Scott +Stoness/HOU/EES@EES, Shelley Corman/Enron@EnronXGate, Steve C +Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, +Susan J Mara/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tom +Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron +cc: +Subject: CERA Analysis - California + +As discussed in the California conference call this morning, I have prepared +a bullet-point summary of the CERA Special Report titled Beyond the +California Power Crisis: Impact, Solutions, and Lessons.If you have any +questions, my phone number is 713 853-3170. + +Robert + + +" +"allen-p/discussion_threads/437.","Message-ID: <30130229.1075855709181.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the 2/2 rentroll. The total does not equal the bank deposit. Your +earlier response answered the questions for #3,11,15,20a, and 35. + +But the deposit was $495 more than the rentroll adds up to. If the answer to +this question lies in apartment 1,13, and 14, can you update this file and +send it back. + +Now I am going to work on a rentroll for this Friday. I will probably send +you some questions about the 2/9 rentroll. Let's get this stuff clean today. + +Phillip" +"allen-p/discussion_threads/438.","Message-ID: <28832817.1075855709202.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: lodonnell@spbank.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: lodonnell@spbank.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/discussion_threads/439.","Message-ID: <52802.1075855709223.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:13:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + +" +"allen-p/discussion_threads/44.","Message-ID: <24468202.1075855674229.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac05@flash.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mac05@flash.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + +I checked into executing my options with Smith Barney. Bad news. Enron has +an agreement with Paine Webber that is exclusive. Employees don't have the +choice of where to exercise. I still would like to get to the premier +service account, but I will have to transfer the money. + +Hopefully this will reach you. + +Phillip" +"allen-p/discussion_threads/440.","Message-ID: <15034810.1075855709245.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: johnny.palmer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Johnny.palmer@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Forward Reg Dickson's resume to Ted Bland for consideration for the trading +track program. He is overqualified and I'm sure too expensive to fill the +scheduling position I have available. I will work with Cournie Parker to +evaluate the other resumes. + +Phillip" +"allen-p/discussion_threads/441.","Message-ID: <25183029.1075855709266.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 00:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is the application from SPB. I guess they want to use the same form as +a new loan application. I have a call in to Lee O'Donnell to try to find out +if there is a shorter form. What do I need to be providing to the buyer +according to the contract. I was planning on bringing a copy of the survey +and a rentroll including deposits on Monday. Please let me know this morning +what else I should be putting together. + + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +08:47 AM --------------------------- + + +""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +To: ""'Phillip.K.Allen@enron.com'"" +cc: +Subject: RE: + + +I was told that you were faxed the loan application. I will send attachment +for a backup. Also, you will need to provide a current rent roll and 1999 & +2000 operating history (income & expense). + +Call me if you need some help. + +Thanks + +Lee O'Donnell + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, February 15, 2001 11:34 AM +To: lodonnell@spbank.com +Subject: + + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041 + + + - Copy of Loan App.tif + - Copy of Multifamily forms +" +"allen-p/discussion_threads/442.","Message-ID: <29124611.1075855709288.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 02:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrew_m_ozuna@mail.bankone.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: andrew_m_ozuna@mail.bankone.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrew, + +Here is an asset statement. I will mail my 98 & 99 Tax returns plus a 2000 +W2. Is this sufficient? + + + +Phillip Allen +713-853-7041 wk +713-463-8626 home" +"allen-p/discussion_threads/443.","Message-ID: <5298782.1075855709310.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:42 PM --------------------------- + + +""Jeff Smith"" on 02/16/2001 07:24:59 AM +To: +cc: +Subject: RE: + + +Here is what you need to bring. + +Updated rent roll + +Inventory of all personal property including window units. + +Copies of all leases ( we can make these available at the office) + +A copy of the note and deed of trust + +Any service, maintenance and management agreements + +Any environmental studies? + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Friday, February 16, 2001 8:53 AM +> To: jsmith@austintx.com +> Subject: RE: +> +> +> Jeff, +> +> Here is the application from SPB. I guess they want to use the same form +> as a new loan application. I have a call in to Lee O'Donnell to try to +> find out if there is a shorter form. What do I need to be +> providing to the +> buyer according to the contract. I was planning on bringing a copy of the +> survey and a rentroll including deposits on Monday. Please let me know +> this morning what else I should be putting together. +> +> +> Phillip +> +> +> ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +> 08:47 AM --------------------------- +> +> +> ""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +> +> To: ""'Phillip.K.Allen@enron.com'"" +> cc: +> Subject: RE: +> +> +> I was told that you were faxed the loan application. I will send +> attachment +> for a backup. Also, you will need to provide a current rent roll and 1999 +> & +> 2000 operating history (income & expense). +> +> Call me if you need some help. +> +> Thanks +> +> Lee O'Donnell +> +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Thursday, February 15, 2001 11:34 AM +> To: lodonnell@spbank.com +> Subject: +> +> +> Lee, +> +> My fax number is 713-646-2391. Please fax me a loan application +> that I can +> pass on to the buyer. +> +> Phillip Allen +> pallen@enron.com +> 713-853-7041 +> +> +> (See attached file: Copy of Loan App.tif) +> (See attached file: Copy of Multifamily forms) +> +> + +" +"allen-p/discussion_threads/444.","Message-ID: <3181556.1075855709331.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: DRAW2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:44 PM --------------------------- + + +""George Richards"" on 02/15/2001 05:23:35 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: DRAW2.xls + + +Enclosed is a copy of one of the draws submitted to Bank One for a prior +job. + +George W. Richards +Creekside Builders, LLC + + + - DRAW2.xls +" +"allen-p/discussion_threads/445.","Message-ID: <20204954.1075855709353.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 00:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeanie.slone@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: Jeanie Slone +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeanie, + +Lavorato called me into his office to question me about my inquiries into +part time. Nice confidentiality. Since I have already gotten the grief, it +would be nice to get some useful information. What did you find out about +part time, leave of absences, and sabbaticals? My interest is for 2002. + +Phillip" +"allen-p/discussion_threads/446.","Message-ID: <13823851.1075855709375.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +11:59 AM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/discussion_threads/447.","Message-ID: <6590352.1075855709396.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +12:11 PM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/discussion_threads/448.","Message-ID: <880789.1075855709418.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Does next Thursday at 3pm fit your schedule to go over the rockies +forecasts? I will set up a room with Kim. + +Here are some suggestions for projects for Colleen: + +1. Review and document systems and processes - The handoffs from ERMS, +TAGG, Unify, Sitara and other systems are not clearly understood by all the + parties trying to make improvements. I think I understand ERMS and +TAGG but the issues facing + scheduling in Unify are grey. + +2. Review and audit complex deals- Under the ""assume it is messed up"" +policy, existing deals could use a review and the booking of new deals need +further scrutiny. + +3. Review risk books- Is Enron accurately accounting for physical +imbalances, transport fuel, park and loan transactions? + +4. Lead trading track program- Recruit, oversee rotations, design training +courses, review progress and make cuts. + +5. Fundamentals- Liason between trading and analysts. Are we looking at +everything we should? Putting a person with a trading mentality should add + some value and direction to the group. + + +In fact there is so much work she could do that you probably need a second MD +to work part time to get it done. + +Phillip +" +"allen-p/discussion_threads/449.","Message-ID: <5928035.1075855709440.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:30 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/discussion_threads/45.","Message-ID: <27522276.1075855674251.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 10:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: beth.perlman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Beth Perlman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Beth, + +Here are our addresses for DSL lines: + + +Hunter Shively +10545 Gawain +Houston, TX 77024 +713 461-4130 + +Phillip Allen +8855 Merlin Ct +Houston, TX 77055 +713 463-8626 + +Mike Grigsby +6201 Meadow Lake +Houston, TX 77057 +713 780-1022 + +Thanks + +Phillip" +"allen-p/discussion_threads/450.","Message-ID: <9380935.1075855709462.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.piazze@enron.com +Subject: Daily California Call Moved to Weekly Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Piazze +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:36 PM --------------------------- +From: James D Steffes@ENRON on 02/21/2001 12:07 PM CST +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Dan Leff/HOU/EES@EES, +David W Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don +Black/HOU/EES@EES, Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, +Eric Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg +Wolfe/HOU/ECT@ECT, Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, +Jeff Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Louise Kitchen/HOU/ECT@ECT, Marcia A +Linton/NA/Enron@Enron, Mary Schoen/NA/Enron@Enron, mday@gmssr.com, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, Mike +Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Frank/NA/Enron@Enron, Robert Johnston/HOU/ECT@ECT, Robert +Neustaedter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Sandra +McCubbin/NA/Enron@Enron, Scott Stoness/HOU/EES@EES, Shelley +Corman/Enron@EnronXGate, Steve C Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, +Steven J Kean/NA/Enron@Enron, Susan J Mara/NA/Enron, Tim Belden/HOU/ECT@ECT, +Tom Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, Wendy Conwell/NA/Enron@ENRON, +William S Bradford/HOU/ECT@ECT, Tara Piazze/NA/Enron@ENRON +cc: +Subject: Daily California Call Moved to Weekly Call + +As a reminder, the daily call on California has ended. + +We will now have a single weekly call on Monday at 10:30 am Houston time. + +Updates will be provided through e-mail as required. + +Jim Steffes +" +"allen-p/discussion_threads/451.","Message-ID: <26662798.1075855709484.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: leander and the Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""Jeff Smith"" on 02/21/2001 01:24:15 PM +To: +cc: +Subject: leander and the Stage + + +Phillip, + +I spoke with AMF's broker today, and they will be satisfied with the deal if +we can get the school to agree to limit the current land use restrictions to +the terms that are in the existing agreement. They do not want the school +to come back at a later date for something different. Doug Bell will meet +with a school official on Monday to see what their thoughts are about the +subject. It would be hard for them to change the current agreement, but AMF +wants something in writing to that effect. I spoke to AMF's attorney today, +and explained the situation. They are OK with deal if AMF is satisfied. + +AMF's broker said that they will be ready to submit their site plan after +the March 29 hearing. We may close this deal in April. + +The Stage is still on go. An assumption package has been sent to the buyer, +and I have overnighted a copy of the contract and a description of the +details to Wayne McCoy. + +I will be gone Thurs. and Fri. of this week. I will be checking my +messages. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/discussion_threads/452.","Message-ID: <2222853.1075855709505.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Weekly Status Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""George Richards"" on 02/21/2001 01:10:33 PM +Please respond to +To: ""Keith Holst"" , ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Weekly Status Meeting + + +Phillip and Keith, this cold of mine is getting the better of me. Would it +be possible to reschedule our meeting for tomorrow? If so, please reply to +this e-mail with a time. I am open all day, but just need to get some rest +this afternoon. + +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/discussion_threads/453.","Message-ID: <13421753.1075855709527.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 08:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +04:25 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/discussion_threads/454.","Message-ID: <26515861.1075855709549.JavaMail.evans@thyme> +Date: Thu, 22 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: Recession Scenario Impact on Power and Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/22/2001 +08:49 AM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/21/2001 05:46 PM + + +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Louise Kitchen/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: Recession Scenario Impact on Power and Gas + + +Attached is a CERA presentation regarding recession impact. Feel free to +call in any listen to pre-recorded discussion on slides. (approx. 20mins) +CERA is forecasting some recession impact on Ca., but not enough to alleviate +problem. + +Frank + +Call in number 1-888-203-1112 +Passcode: 647083# + + + + + +" +"allen-p/discussion_threads/455.","Message-ID: <15674884.1075855709571.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: barry.tycholiz@enron.com +Subject: New Generation Report for January 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +11:17 AM --------------------------- + + + + From: Jeffrey Oh 02/02/2001 08:51 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Jim Gilbert/PDX/ECT@ECT, David Parquet/SF/ECT@ECT, +ccalger@enron.com, Jim Buerkle/PDX/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, +Jeffrey Oh/PDX/ECT@ECT, Todd Perry/PDX/ECT@ECT, Laird Dyer/SF/ECT@ECT, +Michael McDonald/SF/ECT@ECT, Ed Clark/PDX/ECT@ECT, Dave Fuller/PDX/ECT@ECT, +Alan Comnes/PDX/ECT@ECT, Michael Etringer/HOU/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT, Jeff Shields/PDX/ECT@ECT +cc: +Subject: New Generation Report for January 2001 + + +" +"allen-p/discussion_threads/456.","Message-ID: <11934605.1075855709593.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 06:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Sagewood II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +02:27 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 02/21/2001 07:28:47 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood II + + + + +Phillip - + +George Richards asked that I drop you a line this morning to go over some +details on the San Marcos project. + +1. First, do you know if I am to receive a personal financial statement from +Keith? I want to make sure my credit write-up includes all the principals in +the transaction. + +2. Second, without the forward or take-out our typical Loan to Cost (LTC) +will +be in the range of 75% - 80%. The proposed Loan to Value of 75% is within the +acceptable range for a typical Multi-Family deal. Given the above pro-forma +performance on the Sagewood Townhomes, I am structuring the deal to my credit +officer as an 80% LTC. This, of course, is subject to the credit officer +signing off on the deal. + +3. The Bank can not give dollar for dollar equity credit on the Developers +deferred profit. Typically, on past deals a 10% of total project budget as +deferred profit has been acceptable. + +Thanks, + +Andrew Ozuna +Real Estate Loan Officer +210-271-8386 +## + + +" +"allen-p/discussion_threads/457.","Message-ID: <30077031.1075855709614.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here are few questions regarding the 2/16 rentroll: + +#2 Has she actually paid the $150 deposit. Her move in date was 2/6. It is +not on any rentroll that I can see. + +#9 Explain again what deposit and rent is transferring from #41 and when she +will start paying on #9 + +#15 Since he has been such a good tenant for so long. Stop trying to +collect the $95 in question. + +#33 Missed rent. Are they still there? + +#26 I see that she paid a deposit. But the file says she moved in on 1/30. +Has she ever paid rent? I can't find any on the last three deposits. + +#44 Have the paid for February? There is no payment since the beginning of +the year. + +#33 You email said they paid $140 on 1/30 plus $14 in late fees, but I don't +see that on the 1/26 or 2/2 deposit? + +The last three questions add up to over $1200 in missing rent. I need you to +figure these out immediately. + +I emailed you a new file for 2/23 and have attached the last three rentroll +in case you need to research these questions. + +I will not be in the office next week. If I can get connected you might be +able to email me at pallen70@hotmail.com. Otherwise try and work with Gary +on pressing issues. If there is an emergency you can call me at 713-410-4679. + +Phillip" +"allen-p/discussion_threads/458.","Message-ID: <7148475.1075855709636.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 00:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: bnelson@situscos.com +Subject: San Marcos construction project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bnelson@situscos.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please find attached the pro formas for the project in San Marcos. + +Thanks again. + +" +"allen-p/discussion_threads/459.","Message-ID: <19553083.1075855709659.JavaMail.evans@thyme> +Date: Sun, 4 Mar 2001 23:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +07:10 AM --------------------------- + + +liane_kucher@mcgraw-hill.com on 02/28/2001 02:14:43 PM +To: Anne.Bike@enron.com +cc: Phillip.K.Allen@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 Attachment is free from viruses. Scan Mail + + + + +Sorry, the deadline will have passed. Only Enron's deals through yesterday +will +be included in our survey. + + + + + +Anne.Bike@enron.com on 02/28/2001 04:57:52 PM + +To: Liane Kucher/Wash/Magnews@Magnews +cc: +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 + Attachment is free from viruses. Scan Mail + + + + + +We will send it out this evening after we Calc our books. Probably around +7:00 pm + +Anne + + + + +liane_kucher@mcgraw-hill.com on 02/28/2001 01:43:44 PM + +To: Anne.Bike@enron.com +cc: + +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail + + + + +Anne, +Are you planning to send today's bidweek deals soon? I just need to know +whether +to transfer everything to the data base. +Thanks, +Liane Kucher +202-383-2147 + + + + + + + + + + +" +"allen-p/discussion_threads/46.","Message-ID: <19061745.1075855674272.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/06/2000 +12:18 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/discussion_threads/460.","Message-ID: <30122749.1075855709680.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +01:59 PM --------------------------- + + + + From: Phillip K Allen 03/05/2001 10:37 AM + + +To: jim123@pdq.net +cc: +Subject: + + +" +"allen-p/discussion_threads/461.","Message-ID: <3778440.1075855709702.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 07:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com, jacquestc@aol.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com, jacquestc@aol.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com, jacquestc@aol.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have the +concerns that I had last week. Specifically that the costs of our project +are too high. I have gathered more information that support my concerns. +Based on my research, I believe the project should cost around $10.5 +million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable to +get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can produce +the same rent or sales price. There should adjustments for location and the +seasonal nature of student rental property. I recognize that Sagewood is +currently performing at occupancy and $/foot rental rates that are closer to +the appraisal and your pro formas, however, we do not believe that the market +will sustain these levels on a permanent basis. Supply will inevitablely +increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 million. +We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that we +cannot proceed with total cost estimates significantly above $10.5 million. +We would like to have a conference call tomorrow to discuss alternatives. + +Phillip + + +" +"allen-p/discussion_threads/462.","Message-ID: <19258391.1075855709724.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 22:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have +the concerns that I had last week. Specifically that the costs of our +project are too high. I have gathered more information that support my +concerns. Based on my research, I believe the project should cost around +$10.5 million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable +to get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can +produce the same rent or sales price. There should adjustments for +location and the seasonal nature of student rental property. I recognize +that Sagewood is currently performing at occupancy and $/foot rental rates +that are closer to the appraisal and your pro formas, however, we do not +believe that the market will sustain these levels on a permanent basis. +Supply will inevitablely increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 +million. We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that +we cannot proceed with total cost estimates significantly above $10.5 +million. We would like to have a conference call Tuesday afternoon to +discuss +alternatives. + +Phillip + + + +" +"allen-p/discussion_threads/463.","Message-ID: <9737645.1075855709746.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: FW: Cross Commodity +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Did you put Frank Hayden up to this? If this decision is up to me I would= +=20 +consider authorizing Mike G., Frank E., Keith H. and myself to trade west= +=20 +power. What do you think? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/06/2001= +=20 +10:48 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 03/05/2001 09:27 AM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: =20 +Subject: FW: Cross Commodity + + + + -----Original Message----- +From: Hayden, Frank =20 +Sent: Friday, March 02, 2001 7:01 PM +To: Presto, Kevin; Zufferli, John; McKay, Jonathan; Belden, Tim; Shively,= +=20 +Hunter; Neal, Scott; Martin, Thomas; Allen, Phillip; Arnold, John +Subject: Cross Commodity +Importance: High + + +I=01,ve been asked to provide an updated list on who is authorized to cross= +=20 +trade what commodities/products. As soon as possible, please reply to this= +=20 +email with the names of only the authorized =01&cross commodity=018 traders= + and=20 +their respective commodities. (natural gas, crude, heat, gasoline, weather,= +=20 +precip, coal, power, forex (list currency), etc..) + +Thanks, + +Frank + + +PS. Traders limited to one commodity do not need to be included on this lis= +t. + + + +" +"allen-p/discussion_threads/464.","Message-ID: <15639979.1075855709782.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 10:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: djack@stic.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: djack@stic.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Daryl, + +Here is the file that includes the proforma, unit costs, and comps. This +file was prepared by the builder/developer. + + +The architect that has begun to work on the project is Kipp Flores. They are +in Austin. + +Thank you for your time this evening. Your comments were very helpful. I +appreciate you and Greg taking a look at this project. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/discussion_threads/465.","Message-ID: <29267884.1075855709803.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 04:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Here is the cost estimate and proforma prepared by George and Larry. I am +faxing the site plan, elevation, and floor plans. + + + + + +Phillip" +"allen-p/discussion_threads/466.","Message-ID: <30918433.1075855709825.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 05:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: Revised Long Range Hydro Forecast +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/07/2001 +01:00 PM --------------------------- + + +TIM HEIZENRADER +03/05/2001 09:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron +Subject: Revised Long Range Hydro Forecast + +Phillip: + +Here's a summary of our current forecast(s) for PNW hydro. Please give me a +call when you have time, and I'll explain the old BiOp / new BiOp issue. + +Tim +" +"allen-p/discussion_threads/467.","Message-ID: <22176811.1075855709847.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood Phase II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/08/2001 +01:32 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/07/2001 11:41:43 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood Phase II + + + + + +---------------------- Forwarded by Andrew M Ozuna/TX/BANCONE on 03/07/2001 +01:41 PM --------------------------- + + +Andrew M Ozuna +03/06/2001 03:14 PM + +To: ""George Richards"" +cc: +Subject: Sagewood Phase II + + +George, + +Thank you for the opportunity to review your financing request for the +Sagewood +Phase II project. Upon receipt of all the requested information regarding the +project, we completed somewhat of a due diligence on the market. There are a +number of concerns which need to be addressed prior to the Bank moving forward +on the transaction. First, the pro-forma rental rates, when compared on a +Bedroom to Bedroom basis, are high relative to the market. We adjusted +pro-forma downward to match the market rates and the rates per bedroom we are +acheiving on the existing Sagewood project. Additionally, there are about +500+ +units coming on-line within the next 12 months in the City of San Marcos, +this, +we believe will causes some downward rent pressures which can have a serious +effect on an over leveraged project. We have therefore adjusted the requested +loan amount to $8,868,000. + +I have summarized our issues as follows: + +1. Pro-forma rental rates were adjusted downward to market as follows: + + Pro-Forma Bank's Adjustment + Unit Unit Rent Rent/BR Unit Rent Rent/BR + 2 BR/2.5 BA $1,150 $575 $950 $475 + 3 BR/Unit $1,530 $510 $1,250 $417 + +2. Pro-forma expenses were increased to include a $350/unit reserve for unit +turn over. + +3. A market vacancy factor of 5% was applied to Potential Gross Income (PGI). + +4. Based on the Bank's revised N.O.I. of $1,075,000, the project can support +debt in the amount of $8,868,000, and maintain our loan parameters of 1.25x +debt +coverage ratio, on a 25 year amo., and 8.60% phantom interest rate. + +5. The debt service will be approx. $874,000/year. + +6. Given the debt of $8,868,000, the Borrower will be required to provide +equity of $2,956,000, consisting of the following: + + Land - $1,121,670 + Deferred profit& Overhead $ 415,000 + Cash Equity $1,419,268 + Total $2,955,938 + +7. Equity credit for deferred profit and overhead was limited to a percentage +of +actual hard construction costs. + +(See attached file: MAPTTRA.xls) + + + + + - MAPTTRA.xls +" +"allen-p/discussion_threads/468.","Message-ID: <3039085.1075855709869.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 06:46:00 -0800 (PST) +From: ina.rangel@enron.com +To: information.management@enron.com +Subject: Mike Grigsby +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Information Risk Management +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please approve Mike Grigsby for Bloomberg. + +Thank You, +Phillip Allen" +"allen-p/discussion_threads/469.","Message-ID: <8056377.1075855709890.JavaMail.evans@thyme> +Date: Fri, 9 Mar 2001 05:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. + +What is the outstanding balance on #1. It looks like 190 + 110(this week)= +300. I don't think we should make him pay late fees if can't communicate +clearly. + +#2 still owe deposit? + +#9 What day will she pay and is she going to pay monthly or biweekly. + +Have a good weekend. I will talk to you next week. + +In about two weeks we should know for sure if these buyers are going to buy +the property. I will keep you informed. + +Phillip" +"allen-p/discussion_threads/47.","Message-ID: <26597614.1075855674293.JavaMail.evans@thyme> +Date: Mon, 10 Apr 2000 07:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com, steven.south@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2000 +02:09 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/discussion_threads/470.","Message-ID: <11401747.1075855709912.JavaMail.evans@thyme> +Date: Mon, 12 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/12/2001 +11:47 AM --------------------------- + + +Mike Grigsby +03/07/2001 08:05 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: matt Smith + +Let's have Matt start on the following: + +Database for hourly storage activity on Socal. Begin forecasting hourly and +daily activity by backing out receipts, using ISO load actuals and backing +out real time imports to get in state gen numbers for gas consumption, and +then using temps to estimate core gas load. Back testing once he gets +database created should help him forecast core demand. + +Update Socal and PG&E forecast sheets. Also, break out new gen by EPNG and +TW pipelines. + +Mike +" +"allen-p/discussion_threads/471.","Message-ID: <33359925.1075855709933.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 01:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I didn't receive the information on work completed or started. Please send +it this morning. + +We haven't discussed how to proceed with the land. The easiest treatment +would be just to deed it to us. However, it might be more +advantageous to convey the partnership. + +Also, I would like to speak to Hugo today. I didn't find a Quattro +Engineering in Buda. Can you put me in contact with him. + +Talk to you later. + +Phillip " +"allen-p/discussion_threads/472.","Message-ID: <19258599.1075855709955.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2001 +04:00 PM --------------------------- + + +""Benotti, Stephen"" on 03/13/2001 12:58:24 PM +To: ""'pallen@enron.com'"" +cc: +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + - 1494 How To File.pdf +" +"allen-p/discussion_threads/473.","Message-ID: <13229036.1075855709978.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +George finally sent me some information. Please look over his email. He +wants us to buy him out. Keith and I think this is a joke. + +We still need to speak to his engineer and find out about his soil study to +determine if it has any value going forward. I don't believe the architect +work will be of any use to us. I don't think they deserve any compensation +for their time due to the fact that intentional or not the project they were +proposing was unsupportable by the market. + +My version of a buyout is attached. + +I need your expert advise. I am ready to offer my version or threaten to +foreclose. Do they have a case that they are due money for their time? +Since their cost +and fees didn't hold up versus the market and we didn't execute a contract, I +wouldn't think they would stand a chance. There isn't any time to waste so I +want to respond to their offer asap. + +Call me with your thoughts. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +08:36 AM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/discussion_threads/474.","Message-ID: <8757742.1075855710002.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. +" +"allen-p/discussion_threads/475.","Message-ID: <21642927.1075855710024.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com, djack@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com, djack@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + +Today I finally received some information on the status of the work done to +date. I spoke to Hugo Alexandro at Cuatro Consultants. The property is +still in two parcels. Hugo has completed a platt to combine into one lot +and is ready to submit it to the city of San Marcos. He has also completed a +topographical survey and a tree survey. In addition, he has begun to +coordinate with the city on the replatting and a couple of easements on the +smaller parcel, as well as, beginning the work on the grading. Hugo is going +to fax me a written letter of the scope of work he has been engaged to +complete. The total cost of his services are estimated at $38,000 of which +$14,000 are due now for work completed. + +We are trying to resolve the issues of outstanding work and bills incurred by +the original developer so we can obtain the title to the land. If we can +continue to use Cuatro then it would be one less point of contention. Hugo's +number is 512-295-8052. I thought you might want to contact him directly and +ask him some questions. I spoke to him about the possibility of your call +and he was fine with that. + +Now we are going to try and determine if any of the work performed by Kipp +Flores can be used. + +Keith and I appreciate you meeting with us on Sunday. We left very +optimistic about the prospect of working with you on this project. + +Call me with feedback after you speak to Hugo or with any other ideas about +moving this project forward. + +Phillip" +"allen-p/discussion_threads/476.","Message-ID: <22647397.1075855710047.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:01 PM --------------------------- + + + + From: Phillip K Allen 03/14/2001 09:49 AM + + +To: Jacquestc@aol.com +cc: +Subject: + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. + + +" +"allen-p/discussion_threads/477.","Message-ID: <26888571.1075855710069.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:02 PM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/discussion_threads/478.","Message-ID: <5132285.1075855710091.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 11:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +06:51 PM --------------------------- + + + + From: Keith Holst 03/14/2001 04:30 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/discussion_threads/479.","Message-ID: <23430097.1075855710112.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 23:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Somehow my email account lost the rentroll you sent me on Tuesday. Please +resend it and I will roll it for this week this morning. + +Phillip" +"allen-p/discussion_threads/48.","Message-ID: <13972146.1075855674316.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hector.campos@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hector Campos +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:36 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/discussion_threads/480.","Message-ID: <28394072.1075855710134.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood M/F +Cc: djack@keyad.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: djack@keyad.com +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: djack@keyad.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +12:38 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/15/2001 10:06:15 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood M/F + + + + + +(See attached file: outline.doc) + + +(See attached file: MAPTTRA.xls) + + +(Sample checklist of items needed for closing. We have received some of the +items to date) + +(See attached file: Checklist.doc) + + + - outline.doc + - MAPTTRA.xls + - Checklist.doc +" +"allen-p/discussion_threads/481.","Message-ID: <8050340.1075855710157.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Behind the Stage Two +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jeff.richter@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +02:22 PM --------------------------- + + +""Arthur O'Donnell"" on 03/15/2001 11:35:55 AM +Please respond to aod@newsdata.com +To: Western.Price.Survey.contacts@ren-10.cais.net +cc: Fellow.power.reporters@ren-10.cais.net +Subject: Behind the Stage Two + + +FYI Western Price Survey Contacts + +Cal-ISO's declaration of Stage Two alert this morning was triggered +in part by decision of Bonneville Power Administration to cease +hour-to-hour sales into California of between 600 MW and 1,000 +MW that it had been making for the past week. According to BPA, +it had excess energy to sell as a result of running water to meet +biological opinion flow standards, but it has stopped doing so in +order to allow reservoirs to fill from runoff. The agency said it had +been telling California's Department of Water Resources that the +sales could cease at any time, and this morning they ended. + +Cal-ISO reported about 1,600 MW less imports today than +yesterday, so it appears other sellers have also cut back. +Yesterday, PowerEx said it was not selling into California because +of concerns about its water reserves. BPA said it is still sending +exchange energy into California, however. + +More details, if available, will be included in the Friday edition of the +Western Price Survey and in California Energy Markets newsletter. +" +"allen-p/discussion_threads/482.","Message-ID: <10603285.1075855710179.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll. + +My only questions are about #18, #25, and #37 missed rent. Any special +reasons? + +It looks like there are five vacancies #2,12,20a,35,40. If you want to run +an ad in the paper with a $50 discount that is fine. +I will write you a letter of recommendation. When do you need it? You can +use me as a reference. In the next two weeks we should really have a good +idea whether the sale is going through. + +Phillip" +"allen-p/discussion_threads/483.","Message-ID: <1824564.1075855710200.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: Matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +03:41 PM --------------------------- + + +Mike Grigsby +03/14/2001 07:32 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Matt Smith + +Let's talk to Matt about the forecast sheets for Socal and PG&E. He needs to +work on the TW sheet as well. Also, I would like him to create a sheet on +pipeline expansions and their rates and then tie in the daily curves for the +desk to use. + +Mike +" +"allen-p/discussion_threads/484.","Message-ID: <30254948.1075855710222.JavaMail.evans@thyme> +Date: Fri, 16 Mar 2001 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +I think we reached an agreement with George and Larry to pick up the items of +value and not pay any fees for their time. It looks as if we will be able to +use everything they have done (engineering, architecture, survey, +appraisal). One point that is unclear is they claim that the $15,000 in +extensions that they paid was applied to the purchase price of the land like +earnest money would be applied. I looked at the closing statements and I +didn't see $15,000 applied against the purchase price. Can you help clear +this up. + +Assuming we clear up the $15,000, we need to get the property released. +Keith and I are concerned about taking over the Bishop Corner partnership and +the risk that there could be undisclosed liabilities. On the other hand, +conveyance of the partnership would be a time and money saver if it was +clean. What is your inclination? + +Call as soon as you have a chance to review. + +Phillip" +"allen-p/discussion_threads/485.","Message-ID: <11049007.1075855710243.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Still trying to close the loop on the $15,000 of extensions. Assuming that +it is worked out today or tomorrow, I would like to get whatever documents +need to be +completed to convey the partnership done. I need to work with the engineer +and architect to get things moving. I am planning on writing a personal +check to the engineer while I am setting up new accounts. Let me know if +there is a reason I should not do this. + +Thanks for all your help so far. Between your connections and expertise in +structuring the loan, you saved us from getting into a bad deal. + +Phillip" +"allen-p/discussion_threads/486.","Message-ID: <10440612.1075855710265.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 02:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you help me approve this request? + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +09:53 AM --------------------------- + + +ARSystem on 03/16/2001 05:15:12 PM +To: ""phillip.k.allen@enron.com"" +cc: +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com + + +This request has been pending your approval for 9 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000021442&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000021442 +Request Create Date : 3/2/01 8:27:00 AM +Requested For : mike.grigsby@enron.com +Resource Name : Market Data Bloomberg +Resource Type : Applications + + + + + +" +"allen-p/discussion_threads/487.","Message-ID: <19252855.1075855710286.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 02:38:00 -0800 (PST) +From: philip.polsky@enron.com +To: phillip.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Philip Polsky +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, + +Barry had said that you were asking about getting a pivot table for the WSCC +new generation data. I have set one up in the attached file. + +Please let me know if you want to go through it. Also, please let me know if +there are any discrepencies with the information you have. + +Phil +" +"allen-p/discussion_threads/488.","Message-ID: <17348460.1075855710309.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: RE: Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Here is Larry Lewter's response to my request for more documentation to +support the $15,000. As you will read below, it is no longer an issue. I +think that was the last issue to resolve. + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +11:45 AM --------------------------- + + +""Larry Lewter"" on 03/19/2001 09:10:33 AM +To: +cc: +Subject: RE: Buyout + + +Phillip, the title company held the $15,000 in escrow and it has been +returned. It is no longer and issue. +Larry + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Monday, March 19, 2001 8:45 AM +To: llewter@austin.rr.com +Subject: Re: Buyout + + + +Larrry, + +I realize you are disappointed about the project. It is not my desire for +you to be left with out of pocket expenses. The only item from your list +that I need further +clarification is the $15,000 worth of extensions. You mentioned that this +was applied to the cost of the land and it actually represents your cash +investment in the land. I agree that you should be refunded any cash +investment. My only request is that you help me locate this amount on the +closing statement or on some other document. + +Phillip + + +" +"allen-p/discussion_threads/489.","Message-ID: <21116899.1075855710330.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +just a note to let you know I will be out of the office Wed(3/21) until +Thurs(3/23). The kids are on spring break. I will be in San Marcos and you +can reach me on my cell phone 713-410-4679 or email pallen70@hotmail.com. + +I was planning on stopping by to see Hugo Elizondo on Thursday to drop off a +check and give him the green light to file for replatting. What will change +if we want to try and complete the project in phases. Does he need to change +what he is going to submit to the city. + +I spoke to Gordon Kohutek this morning. He was contracted to complete the +soils study. He says he will be done with his report by the end of the +week. I don't know who needs this report. I told Gordon you might call to +inquire about what work he performed. His number is 512-930-5832. + +We spoke on the phone about most of these issues. + +Talk to you later. + +Phillip" +"allen-p/discussion_threads/49.","Message-ID: <15951986.1075855674337.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:40 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/discussion_threads/490.","Message-ID: <6495969.1075855710352.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com, frank.ermis@enron.com +Subject: Current Gas Desk List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +10:03 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Current Gas Desk List + +Hope this helps! This is the current gas desk list that I have in my +personal address book. Call me with any questions. + +Erika +GROUP: East Desk + + +Basics: +Group name: East Desk +Group type: Multi-purpose +Description: +Members: Matthew B Fleming/HOU/EES +James R Barker/HOU/EES +Barend VanderHorst/HOU/EES +Jay Blaine/HOU/EES +Paul Tate/HOU/EES +Alain Diza/HOU/EES +Rhonda Smith/HOU/EES +Christina Bangle/HOU/EES +Sherry Pendegraft/HOU/EES +Marde L Driscoll/HOU/EES +Daniel Salinas/HOU/EES +Sharon Hausinger/HOU/EES +Joshua Bray/HOU/EES +James Wiltfong/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +GROUP: West Desk + + +Basics: +Group name: West Desk +Group type: Multi-purpose +Description: +Members: Jesus Guerra/HOU/EES +Monica Roberts/HOU/EES +Laura R Arnold/HOU/EES +Amanda Boettcher/HOU/EES +C Kyle Griffin/HOU/EES +Jess Hewitt/HOU/EES +Artemio Muniz/HOU/EES +Eugene Zeitz/HOU/EES +Brandon Whittaker/HOU/EES +Roland Aguilar/HOU/EES +Ruby Robinson/HOU/EES +Roger Reynolds/HOU/EES +David Coolidge/HOU/EES +Joseph Des Champs/HOU/EES +Kristann Shireman/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +" +"allen-p/discussion_threads/491.","Message-ID: <25199231.1075855710374.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Something that I forgot to ask you. Do you know if Hugo is planning to +replatt using an administrative process which I understand is quicker than +the full replatting process of 3 weeks? + +Also let me know about the parking. The builder in San Marcos believed the +plan only had 321 parking spots but would require 382 by code. The townhomes +across the street have a serious parking problem. They probably planned for +the students to park in the garages but instead they are used as extra rooms. + +Phillip" +"allen-p/discussion_threads/492.","Message-ID: <33002472.1075855710395.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + + Here is a photograhph of the house I have in mind. + + Specific features include: + + Stained and scored concrete floors downstairs + Wood stairs + Two story porches on front and rear + Granite counters in kitchens and baths + Tile floors in upstairs baths + Metal roof w/ gutters (No dormers) + Cherry or Maple cabinets in kitchen & baths + Solid wood interior doors + Windows fully trimmed + Crown molding in downstairs living areas + 2x6 wall on west side + + Undecided items include: + + Vinyl or Aluminum windows + Wood or carpet in upstairs bedrooms and game room + Exterior stucco w/ stone apron and window trim or rough white brick on 3-4 +sides + + + I have faxed you the floor plans. The dimensions may be to small to read. +The overall dimensions are 55' X 40'. For a total of 4400 sq ft under roof, +but + only 3800 of livable space after you deduct the garage. + + Are there any savings in the simplicity of the design? It is basically a +box with a simple roof + line. Call me if you have any questions. 713-853-7041. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +12:07 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/discussion_threads/493.","Message-ID: <17797494.1075855710417.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Mike is fine with signing a new contract (subject to reading the terms, of +course). He prefers to set strikes over a 3 month period. His existing +contract pays him a retention payment of $55,000 in the next week. He still +wants to receive this payment. + +Phillip" +"allen-p/discussion_threads/494.","Message-ID: <18283090.1075855710439.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 09:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: Re: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Grif, + +Please provide a temporary id + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +05:04 PM --------------------------- + + +Dexter Steis on 03/26/2001 02:22:41 PM +To: Phillip.K.Allen@enron.com +cc: +Subject: Re: NGI access to eol + + +Hi Phillip, + +It's that time of month again, if you could be so kind. + +Thanks, + +Dexter + +***************************** +Dexter Steis +Executive Publisher +Intelligence Press, Inc. +22648 Glenn Drive Suite 305 +Sterling, VA 20164 +tel: (703) 318-8848 +fax: (703) 318-0597 +http://intelligencepress.com +http://www.gasmart.com +****************************** + + +At 09:57 AM 1/26/01 -0600, you wrote: + +>Dexter, +> +>You should receive a guest id shortly. +> +>Phillip + +" +"allen-p/discussion_threads/495.","Message-ID: <25962837.1075855710460.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 03:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Here are my comments and questions on the cost estimates: + +Cost per square foot seem too low for construction $33.30/sf (gross)/$36/sf +(rentable) + +What do the cost for On-Site General Requirements ( $299,818) represent? + +Will you review the builders profit and fees with me again? You mentioned 2% +overhead, 3 % ???, and 5% profit. + +Why is profit only 4%? + +Why are the architect fees up to $200K. I thought they would be $80K. + +What is the $617K of profit allowance? Is that the developers profit to +boost loan amount but not a real cost? + +Total Closing and Application costs of 350K? That seems very high? Who +receives the 2 points? How much will be sunk costs if FHA declines us? + +Where is your 1%? Are you receiving one of the points on the loan? + +What is the status on the operating pro forma? My back of the envelope puts +NOI at $877K assuming 625/1BR, 1300/3BR, 950/2BR, 5% vacancy, and 40% +expenses. After debt service that would only leave $122K. The coverage +would only be 1.16. + +Talk to you this afternoon. + +Phillip + +" +"allen-p/discussion_threads/496.","Message-ID: <15581064.1075855710484.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 04:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: denisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: denisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +12:06 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/discussion_threads/497.","Message-ID: <12166471.1075855710505.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 06:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: dennisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dennisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +02:29 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/discussion_threads/498.","Message-ID: <1178512.1075855710527.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 01:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Would it be ok if I signed new consulting agreements with the engineer and +architect? They have both sent me agreements. The only payment +that George and Larry had made was $2,350 to the architect. I have written +personal checks in the amounts of $25,000 to the architect and $13,950 to the +engineer. +I was wondering if the prior work even needs to be listed as an asset of the +partnership. + +I would like for the agreements with these consultants to be with the +partnership not with me. Should I wait until the partnership has been +conveyed to sign in the name of the partnership. + +Let me know what you think. + +Phillip +" +"allen-p/discussion_threads/499.","Message-ID: <10152069.1075855710548.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Jacques has sent a document to Claudia for your review. Just dropping you a +line to confirm that you have seen it. + +Phillip" +"allen-p/discussion_threads/5.","Message-ID: <11742802.1075855673336.JavaMail.evans@thyme> +Date: Tue, 4 Jan 2000 11:39:00 -0800 (PST) +From: jfreeman@ssm.net +To: strawbale@crest.org +Subject: The 1999 Hemp Year in Review +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: The HCFR +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +PAA27941 +Sender: owner-strawbale@crest.org +Precedence: bulk + +The 1999 Hemp Year in Review + +The Millennium ready, issue #7 of the Hemp Commerce & Farming Report +(HCFR) is now online. Start off the New Year in hemp with a good +read of this special issue. + +HCFR #7 can now be found online at Hemphasis.com, GlobalHemp.com and Hemp +Cyberfarm.com. + +http://www.hemphasis.com +http://www.globalhemp.com/Media/Magazines/HCFR/1999/December/toc.shtml +http://www.hempcyberfarm.com/pstindex.html + +This issue will also be posted as soon as possible at: +http://www.hemptrade.com/hcfr +http://www.hemppages.com/hwmag.html + +IN THIS ISSUE: + +Part One: +Editorial +To the Editor +The Year in Review: The Top Stories +Genetically Modified Hemp? + +Part Two: +Harvest Notebook, Part III: +1) Poor Organic Farming Practices Produce Poor Yields +2) Hemp Report and Update for Northern Ontario +Performance-Based Industrial Hemp Fibres Will Drive Industry Procurement in +the 21st Century, (Part II) + +Part Three: +Benchmarking Study on Hemp Use and Communication Strategies +By the Numbers: The HCFR List +Historical Hemp Highlights +Association News: +Northern Hemp Gathering in Hazelton, BC +Upcoming Industry Events +Guelph Organic Show +Paperweek 2000 +Hemp 2000 +Santa Cruz Industrial Hemp Expo +" +"allen-p/discussion_threads/50.","Message-ID: <5128439.1075855674359.JavaMail.evans@thyme> +Date: Thu, 27 Apr 2000 06:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: laird.dyer@enron.com +Subject: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Laird Dyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Laird, + + Did you meet with SWG on April 27th. Are there any other asset management +targets in the west? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/27/2000 +01:53 PM --------------------------- + + +Jane M Tholt +04/12/2000 08:45 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: SW Gas + + +---------------------- Forwarded by Jane M Tholt/HOU/ECT on 04/12/2000 10:45 +AM --------------------------- + + +Laird Dyer +04/12/2000 08:17 AM +To: Jane M Tholt/HOU/ECT@ECT +cc: +Subject: SW Gas + +Janie, + +Thanks for the fax on SW Gas. + +We are meeting with Larry Black, Bob Armstrong & Ed Zub on April 27th to +discuss asset management. In preparation for that meeting we would like to +gain an understanding of the nature of our business relationship with SW. +Could you, in general terms, describe our sales activities with SW. What are +typical quantities and term on sales? Are there any services we provide? +How much pipeline capacity do we buy or sell to them? Who are your main +contacts at SW Gas? + +We will propose to provide a full requirements supply to SW involving our +control of their assets. For this to be attractive to SW, we will probably +have to take on their regulatory risk on gas purchase disallowance with the +commissions. This will be difficult as there is no clear mandate from their +commissions as to what an acceptable portfolio (fixed, indexed, collars....) +should look like. Offering them a guaranteed discount to the 1st of month +index may not be attractive unless we accept their regulatory risk. That +risk may not be acceptable to the desk. I will do some investigation of +their PGA's and see if there is an opportunity. + +As to the asset management: do you have any preference on structure? Are +there elements that you would like to see? Any ideas at all would be greatly +appreciated. + +Thanks, + +Laird + + +" +"allen-p/discussion_threads/500.","Message-ID: <1550172.1075855710578.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 08:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Thank you for the quick response on the bid for the residence. Below is a +list of questions on the specs: + +1. Is the framing Lumber #2 yellow pine? Wouldn't fir or spruce warp less +and cost about the same? + +2. What type of floor joist would be used? 2x12 or some sort of factory +joist? + +3. What type for roof framing? On site built rafters? or engineered trusses? + +4. Are you planning for insulation between floors to dampen sound? What +type of insulation in floors and ceiling? Batts or blown? Fiberglass or +Cellulose? + +5. Any ridge venting or other vents (power or turbine)? + +6. Did you bid for interior windows to have trim on 4 sides? I didn't know +the difference between an apron and a stool. + +7. Do you do anything special under the upstairs tile floors to prevent +cracking? Double plywood or hardi board underlay? + +8. On the stairs, did you allow for a bannister? I was thinking a partial +one out of iron. Only about 5 feet. + +9. I did not label it on the plan, but I was intending for a 1/2 bath under +the stairs. A pedestal sink would probably work. + +10. Are undermount sinks different than drop ins? I was thinking undermount +stainless in kitchen and undermount cast iron in baths. + +11. 1 or 2 A/C units? I am assuming 2. + +12. Prewired for sound indoors and outdoors? + +13. No door and drawer pulls on any cabinets or just bath cabinets? + +14. Exterior porches included in bid? Cedar decking on upstairs? Iron +railings? + +15. What type of construction contract would you use? Fixed price except +for change orders? + +I want to get painfully detailed with the specs before I make a decision but +this is a start. I think I am ready to get plans drawn up. I am going to +call Cary Kipp to +see about setting up a design meeting to see if I like his ideas. + +Phillip +I + + " +"allen-p/discussion_threads/501.","Message-ID: <15517078.1075855710600.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More cabinets, +maybe a different shaped island, and a way to enlarge the pantry. Reagan +suggested that I find a way to make the exterior more attractive. I want to +keep a simple roof line to avoid leaks, but I was thinking about bringing the +left +side forward in the front of the house and place 1 gable in the front. That +might look good if the exterior was stone and stucco. Also the front porch +would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead and +have the plans done so I can spec out all the finishings and choose a builder. +I just wanted to give you the opportunity to do the work. As I mentioned my +alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/discussion_threads/502.","Message-ID: <10485876.1075855710623.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:03 AM --------------------------- + + + on 03/29/2001 07:36:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +------Transcript of session follows ------- +scsatkfa@caprock.net +The user's email name is not found. + + + +Received: from postmaster.enron.com ([192.152.140.9]) by mail1.caprock.net +with Microsoft SMTPSVC(5.5.1877.197.19); Thu, 29 Mar 2001 09:36:49 -0600 +Received: from mailman.enron.com (mailman.enron.com [192.168.189.66]) by +postmaster.enron.com (8.8.8/8.8.8/postmaster-1.00) with ESMTP id PAB09150 for +; Thu, 29 Mar 2001 15:42:03 GMT +From: Phillip.K.Allen@enron.com +Received: from nahou-msmsw03px.corp.enron.com ([172.28.10.39]) by +mailman.enron.com (8.10.1/8.10.1/corp-1.05) with ESMTP id f2TFg2L03725 for +; Thu, 29 Mar 2001 09:42:02 -0600 (CST) +Received: from ene-mta01.enron.com (unverified) by +nahou-msmsw03px.corp.enron.com (Content Technologies SMTPRS 4.1.5) with ESMTP +id for +; Thu, 29 Mar 2001 09:42:04 -0600 +To: scsatkfa@caprock.net +Date: Thu, 29 Mar 2001 09:41:58 -0600 +Message-ID: +X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.6 |December +14, 2000) at 03/29/2001 09:38:28 AM +MIME-Version: 1.0 +Content-type: multipart/mixed ; +Boundary=""0__=86256A1E00535FA28f9e8a93df938690918c86256A1E00535FA2"" +Content-Disposition: inline +Return-Path: Phillip.K.Allen@enron.com + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/discussion_threads/503.","Message-ID: <8249290.1075855710646.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:10 AM --------------------------- + + + on 03/29/2001 07:58:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/discussion_threads/504.","Message-ID: <32474521.1075855710668.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:17 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/discussion_threads/505.","Message-ID: <2895869.1075855710690.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 03:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I am still reviewing the numbers but here are some initial thoughts. + +Are you proposing a cost plus contract with no cap? + +What role would you play in obtaining financing? Any experience with FHA +221(d) loans? + +Although your fees are lower than George and Larry I am still getting market +quotes lower yet. I have received estimates structured as follows: + + 5% - onsite expenses, supervision, clean up, equipment + 2%- overhead + 4%- profit + +I just wanted to give you this initial feedback. I have also attached an +extremely primitive spreadsheet to outline the project. As you can see even +reducing the builders fees to the numbers above the project would only +generate $219,194 of cash flow for a return of 21%. I am not thrilled about +such a low return. I think I need to find a way to get the total cost down +to $10,500,000 which would boost the return to 31%. Any ideas? + +I realize that you are offering significant development experience plus you +local connections. I am not discounting those services. I will be out of +the office for the rest of the week, but I will call you early next week. + +Phillip + + + + + +" +"allen-p/discussion_threads/506.","Message-ID: <16947056.1075855710711.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +https://www4.rsweb.com/61045/" +"allen-p/discussion_threads/507.","Message-ID: <19167790.1075855710738.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Enron Center Garage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/02/2001 +02:49 PM --------------------------- + + +Parking & Transportation@ENRON +03/28/2001 02:07 PM +Sent by: DeShonda Hamilton@ENRON +To: Brad Alford/NA/Enron@Enron, Megan Angelos/Enron@EnronXGate, Suzanne +Adams/HOU/ECT@ECT, John Allario/Enron@EnronXGate, Phillip K +Allen/HOU/ECT@ECT, Irma Alvarez/Enron@EnronXGate, Airam Arteaga/HOU/ECT@ECT, +Berney C Aucoin/HOU/ECT@ECT, Peggy Banczak/HOU/ECT@ECT, Robin +Barbe/HOU/ECT@ECT, Edward D Baughman/Enron@EnronXGate, Pam +Becton/Enron@EnronXGate, Corry Bentley/HOU/ECT@ECT, Patricia +Bloom/Enron@EnronXGate, Sandra F Brawner/HOU/ECT@ECT, Jerry +Britain/Enron@EnronXGate, Lisa Bills/Enron@EnronXGate, Michelle +Blaine/ENRON@enronXgate, Eric Boyt/Corp/Enron@Enron, Cheryl +Arguijo/Enron@EnronXGate, Jeff Ader/HOU/EES@EES, Mark Bernstein/HOU/EES@EES, +Kimberly Brown/HOU/ECT@ECT, Gary Bryan/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Bob Carter/HOU/ECT@ECT, Carol Carter/Enron@EnronXGate, +Carmen Chavira/Enron@EnronXGate, Christopher K Clark/Enron@EnronXGate, Morris +Richard Clark/Enron@EnronXGate, Terri Clynes/HOU/ECT@ECT, Karla +Compean/Enron@EnronXGate, Ruth Concannon/HOU/ECT@ECT, Patrick +Conner/HOU/ECT@ECT, Sheri L Cromwell/Enron@EnronXGate, Edith +Cross/HOU/ECT@ECT, Martin Cuilla/HOU/ECT@ECT, Mike Curry/Enron@EnronXGate, +Michael Danielson/SF/ECT@ECT, Peter del Vecchio/HOU/ECT@ECT, Barbara G +Dillard/Corp/Enron@Enron@ECT, Rufino Doroteo/Enron@EnronXGate, Christine +Drummond/HOU/ECT@ECT, Tom Dutta/HOU/ECT@ECT, Laynie East/Enron@EnronXGate, +John Enerson/HOU/ECT@ECT, David Fairley/Enron@EnronXGate, Nony +Flores/HOU/ECT@ECT, Craig A Fox/Enron@EnronXGate, Julie S +Gartner/Enron@EnronXGate, Maria Garza/HOU/ECT@ECT, Chris Germany/HOU/ECT@ECT, +Monica Butler/Enron@EnronXGate, Chris Clark/NA/Enron@Enron, Christopher +Coffman/Corp/Enron@Enron, Ron Coker/Corp/Enron@Enron, John +Coleman/EWC/Enron@Enron, Nicki Daw/Enron@EnronXGate, Ranabir +Dutt/Enron@EnronXGate, Kurt Eggebrecht/ENRON@enronxgate, Marsha +Francis/Enron@EnronXGate, Robert H George/NA/Enron@Enron, Nancy +Corbet/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Margaret +Doucette/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Maria E +Garcia/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Humberto +Cubillos-Uejbe/HOU/EES@EES, Barton Clark/HOU/ECT@ECT, Ned E +Crady/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stinson Gibner/HOU/ECT@ECT, Stacy +Gibson/Enron@EnronXGate, George N Gilbert/HOU/ECT@ECT, Mathew +Gimble/HOU/ECT@ECT, Barbara N Gray/HOU/ECT@ECT, Alisa Green/Enron@EnronXGate, +Robert Greer/HOU/ECT@ECT, Wayne Gresham/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Linda R Guinn/HOU/ECT@ECT, Cathy L Harris/HOU/ECT@ECT, +Tosha Henderson/HOU/ECT@ECT, Scott Hendrickson/HOU/ECT@ECT, Nick +Hiemstra/HOU/ECT@ECT, Kimberly Hillis/Enron@EnronXGate, Dorie +Hitchcock/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Georgeanne +Hodges/Enron@EnronXGate, Jeff Hoover/HOU/ECT@ECT, Brad Horn/HOU/ECT@ECT, John +House/HOU/ECT@ECT, Joseph Hrgovcic/Enron@EnronXGate, Dan J Hyvl/HOU/ECT@ECT, +Steve Irvin/HOU/ECT@ECT, Rhett Jackson/Enron@EnronXGate, Patrick +Johnson/HOU/ECT@ECT, Amy Jon/Enron@EnronXGate, Tana Jones/HOU/ECT@ECT, Peter +F Keavey/HOU/ECT@ECT, Jeffrey Keenan/HOU/ECT@ECT, Brian +Kerrigan/Enron@EnronXGate, Kyle Kettler/HOU/ECT@ECT, Faith +Killen/Enron@EnronXGate, Joe Gordon/Enron@EnronXGate, Bruce +Harris/NA/Enron@Enron, Chris Herron/Enron@EnronXGate, Melissa +Jones/NA/Enron@ENRON, Lynna Kacal/Enron@EnronXGate, Allan +Keel/Enron@EnronXGate, Mary Kimball/NA/Enron@Enron, Bruce +Golden/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kim +Hickok/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Elizabeth Howley/HOU/EES@EES, +John King/Enron Communications@Enron Communications, Jeff +Kinneman/Enron@EnronXGate, Troy Klussmann/Enron@EnronXGate, Mark +Knippa/HOU/ECT@ECT, Deb Korkmas/HOU/ECT@ECT, Heather Kroll/Enron@EnronXGate, +Kevin Kuykendall/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Andrew H +Lewis/HOU/ECT@ECT, Lindsay Long/Enron@EnronXGate, Blanca A +Lopez/Enron@EnronXGate, Gretchen Lotz/HOU/ECT@ECT, Dan Lyons/HOU/ECT@ECT, +Molly Magee/Enron@EnronXGate, Kelly Mahmoud/HOU/ECT@ECT, David +Marks/HOU/ECT@ECT, Greg Martin/HOU/ECT@ECT, Jennifer Martinez/HOU/ECT@ECT, +Deirdre McCaffrey/HOU/ECT@ECT, George McCormick/Enron@EnronXGate, Travis +McCullough/HOU/ECT@ECT, Brad McKay/HOU/ECT@ECT, Brad +McSherry/Enron@EnronXGate, Lisa Mellencamp/HOU/ECT@ECT, Kim +Melodick/Enron@EnronXGate, Chris Meyer/HOU/ECT@ECT, Mike J +Miller/HOU/ECT@ECT, Don Miller/HOU/ECT@ECT, Patrice L Mims/HOU/ECT@ECT, +Yvette Miroballi/Enron@EnronXGate, Fred Mitro/HOU/ECT@ECT, Eric +Moon/HOU/ECT@ECT, Janice R Moore/HOU/ECT@ECT, Greg Krause/Corp/Enron@Enron, +Steven Krimsky/Corp/Enron@Enron, Shahnaz Lakho/NA/Enron@Enron, Chris +Lenartowicz/Corp/Enron@ENRON, Kay Mann/Corp/Enron@Enron, Judy +Martinez/Enron@EnronXGate, Jesus Melendrez/Enron@EnronXGate, Michael L +Miller/NA/Enron@Enron, Stephanie Miller/Corp/Enron@ENRON, Veronica +Montiel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kenneth Krasny/Enron@EnronXGate, +Janet H Moore/HOU/ECT@ECT, Brad Morse/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Gerald Nemec/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, Mary Ogden/HOU/ECT@ECT, +Sandy Olitsky/HOU/ECT@ECT, Roger Ondreko/Enron@EnronXGate, Ozzie +Pagan/Enron@EnronXGate, Rhonna Palmer/Enron@EnronXGate, Anita K +Patton/HOU/ECT@ECT, Laura R Pena/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +Debra Perlingiere/HOU/ECT@ECT, John Peyton/HOU/ECT@ECT, Paul +Pizzolato/Enron@EnronXGate, Laura Podurgiel/HOU/ECT@ECT, David +Portz/HOU/ECT@ECT, Joan Quick/Enron@EnronXGate, Dutch Quigley/HOU/ECT@ECT, +Pat Radford/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Robert W Rimbau/HOU/ECT@ECT, +Andrea Ring/HOU/ECT@ECT, Amy Rios/Enron@EnronXGate, Benjamin +Rogers/HOU/ECT@ECT, Kevin Ruscitti/HOU/ECT@ECT, Elizabeth Sager/HOU/ECT@ECT, +Richard B Sanders/HOU/ECT@ECT, Janelle Scheuer/Enron@EnronXGate, Lance +Schuler-Legal/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, Caroline Nugent/Enron@EnronXGate, Richard +Orellana/ENRON@enronXgate, Michelle Parks/Enron@EnronXGate, Steve +Pruett/Enron@EnronXGate, Mitch Robinson/Corp/Enron@Enron, Susan +Musch/Enron@EnronXGate, Larry Pardue/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Daniel R Rogers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Frank +Sayre/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kevin P Radous/Corp/Enron@Enron, +Tammy R Shepperd/Enron@EnronXGate, Cris Sherman/Enron@EnronXGate, Hunter S +Shively/HOU/ECT@ECT, Lisa Shoemake/HOU/ECT@ECT, James Simpson/HOU/ECT@ECT, +Jeanie Slone/Enron@EnronXGate, Gregory P Smith/Enron@EnronXGate, Susan +Smith/Enron@EnronXGate, Will F Smith/Enron@EnronXGate, Maureen +Smith/HOU/ECT@ECT, Shari Stack/HOU/ECT@ECT, Geoff Storey/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, John Swafford/Enron@EnronXGate, Ron +Tapscott/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, Stephen Thome/HOU/ECT@ECT, +Larry Valderrama/Enron@EnronXGate, Steve Van Hooser/HOU/ECT@ECT, Hope +Vargas/Enron@EnronXGate, Brian Vass/HOU/ECT@ECT, Victoria Versen/HOU/ECT@ECT, +Charles Vetters/HOU/ECT@ECT, Janet H Wallis/HOU/ECT@ECT, Samuel +Wehn/HOU/ECT@ECT, Jason R Wiesepape/HOU/ECT@ECT, Allen Wilhite/HOU/ECT@ECT, +Bill Williams/PDX/ECT@ECT, Stephen Wolfe/Enron@EnronXGate, Stuart +Zisman/HOU/ECT@ECT, George Zivic/HOU/ECT@ECT, Mary Sontag/Enron@EnronXGate, +Eric Thode/Corp/Enron@ENRON, Carl Tricoli/Corp/Enron@Enron, Shiji +Varkey/Enron@EnronXGate, Frank W Vickers/NA/Enron@Enron, Greg +Whiting/Enron@EnronXGate, Becky Young/NA/Enron@Enron, Emily +Adamo/Enron@EnronXGate, Jacqueline P Adams/HOU/ECT@ECT, Janie +Aguayo/HOU/ECT@ECT, Peggy Alix/ENRON@enronXgate, Thresa A Allen/HOU/ECT@ECT, +Sherry Anastas/HOU/ECT@ECT, Kristin Armstrong/Enron@EnronXGate, Veronica I +Arriaga/HOU/ECT@ECT, Susie Ayala/HOU/ECT@ECT, Natalie Baker/HOU/ECT@ECT, +Michael Barber/Enron@EnronXGate, Gloria G Barkowsky/HOU/ECT@ECT, Wilma +Bleshman/Enron@EnronXGate, Dan Bruce/Enron@EnronXGate, Richard +Burchfield/Enron@EnronXGate, Anthony Campos/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Betty Chan/Enron@EnronXGate, Jason +Chumley/Enron@EnronXGate, Marilyn Colbert/HOU/ECT@ECT, Audrey +Cook/HOU/ECT@ECT, Diane H Cook/HOU/ECT@ECT, Magdelena Cruz/Enron@EnronXGate, +Bridgette Anderson/Corp/Enron@ENRON, Walt Appel/ENRON@enronXgate, David +Berberian/Enron@EnronXGate, Sherry Butler/Enron@EnronXGate, Rosie +Castillo/Enron@EnronXGate, Christopher B Clark/Corp/Enron@Enron, Patrick +Davis/Enron@EnronXGate, Larry Cash/Enron Communications@Enron Communications, +Mathis Conner/Enron@EnronXGate, Lawrence R Daze/Enron@EnronXGate, Rhonda L +Denton/HOU/ECT@ECT, Bradley Diebner/Enron@EnronXGate, Anna M +Docwra/HOU/ECT@ECT, Kenneth D'Silva/HOU/ECT@ECT, Karen Easley/HOU/ECT@ECT, +Kenneth W Ellerman/Enron@EnronXGate, Allen Elliott/Enron@EnronXGate, Rene +Enriquez/Enron@EnronXGate, Soo-Lian Eng Ervin/Enron@EnronXGate, Irene +Flynn/HOU/ECT@ECT, Christopher Funk/Enron@EnronXGate, Jim +Fussell/Enron@EnronXGate, Clarissa Garcia/HOU/ECT@ECT, Lisa +Gillette/HOU/ECT@ECT, Carolyn Gilley/HOU/ECT@ECT, Gerri Gosnell/HOU/ECT@ECT, +Jeffrey C Gossett/HOU/ECT@ECT, Michael Guadarrama/Enron@EnronXGate, Victor +Guggenheim/HOU/ECT@ECT, Cynthia Hakemack/HOU/ECT@ECT, Kenneth M +Harmon/Enron@EnronXGate, Susan Harrison/Enron@EnronXGate, Elizabeth L +Hernandez/HOU/ECT@ECT, Meredith Homco/HOU/ECT@ECT, Alton Honore/HOU/ECT@ECT, +Roberto Deleon/Enron@EnronXGate, Jay Desai/HR/Corp/Enron@ENRON, Hal +Elrod/Enron@EnronXGate, Paul Finken/Enron@EnronXGate, Brenda +Flores-Cuellar/Enron@EnronXGate, Irma Fuentes/Enron@EnronXGate, Jim +Gearhart/Enron@EnronXGate, Camille Gerard/Corp/Enron@ENRON, Sharon +Gonzales/NA/Enron@ENRON, Carolyn Graham/Enron@EnronXGate, Thomas D +Gros/Enron@EnronXGate, Sam Guerrero/Enron@EnronXGate, Andrew +Hawthorn/Enron@EnronXGate, Katherine Herrera/Corp/Enron@ENRON, Christopher +Ducker/Enron@EnronXGate, Jarod Jenson/Enron@EnronXGate, Wenyao +Jia/Enron@EnronXGate, Kam Keiser/HOU/ECT@ECT, Katherine L Kelly/HOU/ECT@ECT, +William Kelly/HOU/ECT@ECT, Dawn C Kenne/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Karen Lambert/HOU/ECT@ECT, Jenny +Latham/HOU/ECT@ECT, Jonathan Le/Enron@EnronXGate, Lisa Lees/HOU/ECT@ECT, Kori +Loibl/HOU/ECT@ECT, Duong Luu/Enron@EnronXGate, Shari Mao/HOU/ECT@ECT, David +Maxwell/Enron@EnronXGate, Mark McClure/HOU/ECT@ECT, Doug +McDowell/Enron@EnronXGate, Gregory McIntyre/Enron@EnronXGate, Darren +McNair/Enron@EnronXGate, Keith Meurer/Enron@EnronXGate, Jackie +Morgan/HOU/ECT@ECT, Melissa Ann Murphy/HOU/ECT@ECT, Gary Nelson/HOU/ECT@ECT, +Michael Neves/Enron@EnronXGate, Joanie H Ngo/HOU/ECT@ECT, Thu T +Nguyen/HOU/ECT@ECT, Angela Hylton/Enron@EnronXGate, Jeff +Johnson/Enron@EnronXGate, Laura Johnson/Enron@EnronXGate, Robert W +Jones/Enron@EnronXGate, Kara Knop/Enron@EnronXGate, John +Letvin/Enron@EnronXGate, Kathy Link/Enron@EnronXGate, Teresa +McOmber/NA/Enron@ENRON, James Moore/Enron@EnronXGate, Jennifer +Nguyen/Corp/Enron@ENRON, ThuHa Nguyen/Enron@EnronXGate, George +Nguyen/Enron@EnronXGate, Reina Mendez/Enron@EnronXGate, Frank Karbarz/Enron +Communications@Enron Communications, William May/Enron Communications@Enron +Communications, John Norden/Enron@EnronXGate, Kimberly S Olinger/HOU/ECT@ECT, +Richard Pinion/HOU/ECT@ECT, Bryan Powell/Enron@EnronXGate, Phillip C. +Randle/Enron@EnronXGate, Leslie Reeves/HOU/ECT@ECT, Stacey +Richardson/HOU/ECT@ECT, Drew Ries/Enron@EnronXGate, Jose Ruiz/MAD/ECT@ECT, +Tammie Schoppe/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Sherlyn +Schumack/HOU/ECT@ECT, Susan M Scott/HOU/ECT@ECT, Stephanie Sever/HOU/ECT@ECT, +Russ Severson/HOU/ECT@ECT, John Shupak/Enron@EnronXGate, Bruce +Smith/Enron@EnronXGate, George F Smith/HOU/ECT@ECT, Will F +Smith/Enron@EnronXGate, Mary Solmonson/Enron@EnronXGate, Sai +Sreerama/HOU/ECT@ECT, Mechelle Stevens/HOU/ECT@ECT, Patti +Sullivan/HOU/ECT@ECT, Robert Superty/HOU/ECT@ECT, Michael +Swaim/Enron@EnronXGate, Janette Oquendo/Enron@EnronXGate, Ryan +Orsak/ENRON@enronXgate, Mark Palmer/Corp/Enron@ENRON, Michael K +Patrick/Enron@EnronXGate, John Pavetto/Enron@EnronXGate, Catherine +Pernot/Enron@EnronXGate, John D Reese/Enron@EnronXGate, Sandy +Rivas/Enron@EnronXGate, Sean Sargent/Enron@EnronXGate, Vanessa +Schulte/Enron@EnronXGate, Rex Shelby/Enron@EnronXGate, Jeffrey +Snyder/Enron@EnronXGate, Joe Steele/Enron@EnronXGate, Omar +Taha/Enron@EnronXGate, Diana Peters/Enron@EnronXGate@ENRON_DEVELOPMENt, Harry +Swinton/Enron@EnronXGate, James Post/Enron Communications@Enron +Communications, Mable Tang/Enron@EnronXGate, Sheri Thomas/HOU/ECT@ECT, +Alfonso Trabulsi/HOU/ECT@ECT, Susan D Trevino/HOU/ECT@ECT, Connie +Truong/Enron@EnronXGate, Khadiza Uddin/Enron@EnronXGate, Adarsh +Vakharia/HOU/ECT@ECT, Rennu Varghese/Enron@EnronXGate, Kimberly +Vaughn/HOU/ECT@ECT, Judy Walters/HOU/ECT@ECT, Mary +Weatherstone/Enron@EnronXGate, Stacey W White/HOU/ECT@ECT, Jason +Williams/HOU/ECT@ECT, Scott Williamson/Enron@EnronXGate, O'Neal D +Winfree/HOU/ECT@ECT, Jeremy Wong/Enron@EnronXGate, Rita Wynne/HOU/ECT@ECT, +Steve Tenney/Enron@EnronXGate, Todd Thelen/Enron@EnronXGate, N Jessie +Wang/Enron@EnronXGate, Gwendolyn Williams/ENRON@enronXgate, Dejoun +Windless/Corp/Enron@ENRON, Jeanne Wukasch/Corp/Enron@ENRON, Lisa +Yarbrough/Enron@EnronXGate, Will Zamer/Enron@EnronXGate, Ned +Higgins/HOU/ECT@ECT, Saji John/Enron Communications@Enron Communications, +Francisco Pinto Leite/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Barry +Tycholiz/NA/Enron@ENRON, Bob M Hall/NA/Enron@Enron, Pamela +Brown/NA/Enron@Enron, Gerri Gosnell/HOU/ECT@ECT +cc: Louis Allen/EPSC/HOU/ECT@ECT, Raquel Lopez/Corp/Enron@ENRON +Subject: Enron Center Garage + +The Enron Center garage will be opening very soon. + +Employees who work for business units that are scheduled to move to the new +building and currently park in the Allen Center or Met garages are being +offered a parking space in the new Enron Center garage. + +This is the only offer you will receive during the initial migration to the +new garage. Spaces will be filled on a first come first served basis. The +cost for the new garage will be the same as Allen Center garage which is +currently $165.00 per month, less the company subsidy, leaving a monthly +employee cost of $94.00. + +If you choose not to accept this offer at this time, you may add your name to +the Enron Center garage waiting list at a later day and offers will be made +as spaces become available. + +The Saturn Ring that connects the garage and both buildings will not be +opened until summer 2001. All initial parkers will have to use the street +level entrance to Enron Center North until Saturn Ring access is available. +Garage stairways next to the elevator lobbies at each floor may be used as an +exit in the event of elevator trouble. + +If you are interested in accepting this offer, please reply via email to +Parking and Transportation as soon as you reach a decision. Following your +email, arrangements will be made for you to turn in your old parking card and +receive a parking transponder along with a new information packet for the new +garage. + +The Parking and Transportation desk may be reached via email at Parking and +Transportation/Corp/Enron or 713-853-7060 with any questions. + +(You must enter & exit on Clay St. the first two weeks, also pedestrians, +will have to use the garage stairwell located on the corner of Bell & Smith.) + + + + + + + + + +" +"allen-p/discussion_threads/508.","Message-ID: <30506307.1075855710760.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The assets and liabilities that we are willing to assume are listed below: + +Assets: + +Land +Preliminary Architecture Design-Kipp Flores Architects +Preliminary Engineering-Cuatro Consultants, Ltd. +Soils Study-Kohutek Engineering & Testing, Inc. +Appraisal-Atrium Real Estate Services + + +Liabilities: + +Note to Phillip Allen +Outstanding Invoices to Kipp Flores, Cuatro, and Kohutek + + +Additional Consideration or Concessions + +Forgive interest due +Reimburse $3,500 for appraisal and $2,375 for partial payment to engineer + +Let me know if you need more detail. + +Phillip" +"allen-p/discussion_threads/509.","Message-ID: <7795208.1075855710782.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 00:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: EES Gas Desk Happy Hour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Do you have a distribution list to send this to all the traders. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/04/2001 +07:11 AM --------------------------- +To: Fred Lagrasta/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, James W Lewis/HOU/EES@EES +cc: +Subject: EES Gas Desk Happy Hour + +Fred/Phillip/Scott: We are having a happy hour at Sambuca this Thursday, +please be our guests and invite anyone on your desks that would be interested +in meeting some of the new gas desk team. + +http://www.americangreetings.com/pickup.pd?i=172082367&m=1891 + + +Thank you, + +Jess +" +"allen-p/discussion_threads/51.","Message-ID: <25893724.1075855674380.JavaMail.evans@thyme> +Date: Fri, 28 Apr 2000 02:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: Re: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/28/2000 +09:02 AM --------------------------- + + +Laird Dyer +04/27/2000 01:17 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Christopher F Calger/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT +Subject: Re: SW Gas + +Mike McDonald and I met with SW Gas this morning. They were polite regarding +asset management and procurement function outsourcing and are willing to +listen to a proposal. However, they are very interested in weather hedges to +protect throughput related earnings. We are pursuing a confidentiality +agreement with them to facilitate the sharing of information that will enable +us to develop proposals. Our pitch was based upon enhancing shareholder +value by outsourcing a non-profit and costly function (procurement) and by +reducing the volatility of their earnings by managing throughput via a +weather product. + +As to your other question. We have yet to identify or pursue other +candidates; however, Mike McDonald and I are developing a coverage strategy +to ensure that we meet with all potential entities and investigate our +opportunities. We met with 8 entities this week (7 Municipals and SWG) as we +implement our strategy in California. + +Are there any entities that you think would be interested in an asset +management deal that we should approach? Otherwise, we intend to +systematically identify and work through all the candidates. + +Laird +" +"allen-p/discussion_threads/510.","Message-ID: <17569418.1075855710803.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 02:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Regarding the employment agreement, Mike declined without a counter. Keith +said he would sign for $75K cash/$250 equity. I still believe Frank should +receive the same signing incentives as Keith. + +Phillip" +"allen-p/discussion_threads/511.","Message-ID: <10216842.1075855710825.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 07:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I sent you an email last week stating that I would be in San Marcos on +Friday, April 13th. However, my closing has been postponed. As I mentioned +I am going to have Cary Kipp draw the plans for the residence and I will get +back in touch with you once he is finished. + +Regarding the multifamily project, I am going to work with a project manager +from San Antonio. For my first development project, I feel more comfortable +with their experience obtaining FHA financing. We are working with Kipp +Flores to finalize the floor plans and begin construction drawings. Your bid +for the construction is competive with other construction estimates. I am +still attracted to your firm as the possible builder due to your strong local +relationships. I will get back in touch with you once we have made the final +determination on unit mix and site plan. + +Phillip Allen" +"allen-p/discussion_threads/512.","Message-ID: <16446059.1075855710847.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 09:49:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark.taylor@enron.com +Subject: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Taylor +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/09/2001 +04:48 PM --------------------------- + + +Jed Hershey on 04/09/2001 02:29:39 PM +To: ""'pallen@enron.com'"" +cc: +Subject: SanJuan/SoCal spread prices + + +The following are the prices you requested. Unfortunately we are unwilling +to transact at these levels due to the current market volatility, but you +can consider these accurate market prices: + +May01-Oct01 Socal/Juan offer: 8.70 usd/mmbtu + +Apr02-Oct02 Socal/Juan offer: 3.53 usd/mmbtu + +Our present value mark to market calculations for these trades are as +follows: + +May01-Oct01 30,000/day @ 0.5975 = $44,165,200 + +Apr02-Oct02 @ 0.60 = $5,920,980 +Apr02-Oct02 @ 0.745 = $5,637,469 +Apr02-Oct02 @ 0.55 = $3,006,092 + +If you have any other questions call: (203) 355-5059 + +Jed Hershey + + +**************************************************************************** +This e-mail contains privileged attorney-client communications and/or +confidential information, and is only for the use by the intended recipient. +Receipt by an unintended recipient does not constitute a waiver of any +applicable privilege. + +Reading, disclosure, discussion, dissemination, distribution or copying of +this information by anyone other than the intended recipient or his or her +employees or agents is strictly prohibited. If you have received this +communication in error, please immediately notify us and delete the original +material from your computer. + +Sempra Energy Trading Corp. (SET) is not the same company as SDG&E or +SoCalGas, the utilities owned by SET's parent company. SET is not regulated +by the California Public Utilities Commission and you do not have to buy +SET's products and services to continue to receive quality regulated service +from the utilities. +**************************************************************************** +" +"allen-p/discussion_threads/513.","Message-ID: <21066549.1075855710868.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 07:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll from last friday. + +The closing was to be this Thursday but it has been delayed until Friday +April 20th. If you can stay on until April 20th that would be helpful. If +you have made other commitments I understand. + +Gary is planning to put an A/C in #35. + +You can give out my work numer (713) 853-7041 + +Phillip " +"allen-p/discussion_threads/514.","Message-ID: <32677701.1075855710891.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 10:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CAISO demand reduction +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2001 +05:50 PM --------------------------- + + Enron North America Corp. + + From: Stephen Swain 04/10/2001 11:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Heizenrader/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Michael M Driscoll/PDX/ECT@ECT, Chris +Mallory/PDX/ECT@ECT, Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Bill Williams +III/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT +Subject: CAISO demand reduction + +Phillip et al., + +I have been digging into the answer to your question re: demand reduction in +the West. Your intuition as to reductions seen so far (e.g., March 2001 vs. +March 2000) was absolutely correct. At this point, it appears that demand +over the last 12 months in the CAISO control area, after adjusting for +temperature and time of use factors, has fallen by about 6%. This translates +into a reduction of about 1,500-1,600 MWa for last month (March 2001) as +compared with the previous year. + +Looking forward into the summer, I believe that we will see further voluntary +reductions (as opposed to ""forced"" reductions via rolling blackouts). Other +forecasters (e.g., PIRA) are estimating that another 1,200-1,300 MWa (making +total year-on-year reduction = 2,700-2,800) will come off starting in June. +This scenario is not difficult to imagine, as it would require only a couple +more percentage points reduction in overall peak demand. Given that the 6% +decrease we have seen so far has come without any real price signals to the +retail market, and that rates are now scheduled to increase, I think that it +is possible we could see peak demand fall by as much as 10% relative to last +year. This would mean peak demand reductions of approx 3,300-3,500 MWa in +Jun-Aug. In addition, a number of efforts aimed specifically at conservation +are being promoted by the State, which can only increase the likelihood of +meeting, and perhaps exceeding, the 3,500 MWa figure. Finally, the general +economic slowdown in Calif could also further depress demand, or at least +make the 3,500 MWa number that much more attainable. + +Note that all the numbers I am reporting here are for the CAISO control area +only, which represents about 89% of total Calif load, or 36-37% of WSCC +(U.S.) summer load. I think it is reasonable to assume that the non-ISO +portion of Calif (i.e., LADWP and IID) will see similar reductions in +demand. As for the rest of the WSCC, that is a much more difficult call. As +you are aware, the Pacific NW has already seen about 2,000 MWa of aluminum +smelter load come off since Dec, and this load is expected to stay off at +least through Sep, and possibly for the next couple of years (if BPA gets its +wish). This figure represents approx 4% of the non-Calif WSCC. Several +mining operations in the SW and Rockies have recently announced that they are +sharply curtailing production. I have not yet been able to pin down exactly +how many MW this translates to, but I will continue to research the issue. +Other large industrials may follow suit, and the ripple effects from Calif's +economic slowdown could be a factor throughout the West. While the rest of +the WSCC may not see the 10%+ reductions that I am expecting in Calif, I +think we could easily expect an additional 2-3% (on top of the 4% already +realized), or approx 1,000-1,500 MWa, of further demand reduction in the +non-Calif WSCC for this summer. This would bring the total reduction for the +WSCC, including the 2,000 MWa aluminum load we have already seen, to around +6,500-7,000 MWa when compared with last summer. + +I am continuing to research and monitor the situation, and will provide you +with updates as new or better information becomes available. Meantime, I +hope this helps. Please feel free to call (503-464-8671) if you have any +questions or need any further information. +" +"allen-p/discussion_threads/515.","Message-ID: <28733731.1075855710913.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 04:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: nicholasnelson@centurytel.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: nicholasnelson@centurytel.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bruce, + +Thank you for your bid. I have decided on a floor plan. I am going to have +an architect in Austin draw the plans and help me work up a detailed +specification list. I will send you that detailed plan and spec list when +complete for a final bid. Probably in early to mid June. + +Phillip" +"allen-p/discussion_threads/516.","Message-ID: <12444928.1075855710934.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The spreadsheet looks fine to me. + +Phillip" +"allen-p/discussion_threads/517.","Message-ID: <17136114.1075855710955.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 07:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +It sounds like Claudia and Jacques are almost finished with the documents. +There is one item of which I was unsure. Was an environmental +report prepared before the original purchase? If yes, shouldn't it be listed +as an asset of the partnership and your costs be recovered? + +Phillip" +"allen-p/discussion_threads/518.","Message-ID: <8991669.1075855710977.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com, tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden, Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip +" +"allen-p/discussion_threads/519.","Message-ID: <27376808.1075855711000.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/12/2001 +10:33 AM --------------------------- + + + + From: Phillip K Allen 04/12/2001 08:09 AM + + +To: Jeff Richter/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Tim +Heizenrader/PDX/ECT@ECT +cc: +Subject: + + + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip + + +" +"allen-p/discussion_threads/52.","Message-ID: <28406881.1075855674405.JavaMail.evans@thyme> +Date: Fri, 19 May 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Large Deal Alert +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/19/2000 +10:46 AM --------------------------- + + + + From: Jeffrey A Shankman 05/18/2000 06:27 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike +Grigsby/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + + +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 05/18/2000 +08:23 PM --------------------------- + + +Bruce Sukaly@ENRON +05/18/2000 08:20 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jeffrey A +Shankman/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + +To make a long story short. + +Williams is long 4000MW of tolling in SP15 (SoCal ) for 20 years (I know I +did the deal) +on Tuesday afternoon, Williams sold 1000 MW to Merrill Lynch for the +remaining life (now 18 years) + +Merrill is short fixed price gas at So Cal border up to 250,000MMBtu a day +and long SP15 power (1000 MW) a day. + +heat rate 10,500 SoCal Border plus $0.50. + +I'm not sure if MRL has just brokered this deal or is warehousing it. + +For what its worth........ + + +" +"allen-p/discussion_threads/520.","Message-ID: <23651978.1075855711022.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 01:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com, frank.ermis@enron.com, mike.grigsby@enron.com +Subject: approved trader list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Frank Ermis, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +08:10 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: approved trader list + +Enron Wholesale Services (EES Gas Desk) + +Approved Trader List: + + + +Name Title Region Basis Only + +Black, Don Vice President Any Desk + +Hewitt, Jess Director All Desks +Vanderhorst, Barry Director East, West +Shireman, Kris Director West +Des Champs, Joe Director Central +Reynolds, Roger Director West + +Migliano, Andy Manager Central +Wiltfong, Jim Manager All Desks + +Barker, Jim Sr, Specialist East +Fleming, Matt Sr. Specialist East - basis only +Tate, Paul Sr. Specialist East - basis only +Driscoll, Marde Sr. Specialist East - basis only +Arnold, Laura Sr. Specialist Central - basis only +Blaine, Jay Sr. Specialist East - basis only +Guerra, Jesus Sr. Specialist Central - basis only +Bangle, Christina Sr. Specialist East - basis only +Smith, Rhonda Sr. Specialist East - basis only +Boettcher, Amanda Sr. Specialist Central - basis only +Pendegraft, Sherry Sr. Specialist East - basis only +Ruby Robinson Specialist West - basis only +Diza, Alain Specialist East - basis only + +Monday, April 16, 2001 +Jess P. Hewitt +Revised +Approved Trader List.doc +" +"allen-p/discussion_threads/521.","Message-ID: <33000574.1075855711044.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 01:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +I am in the office today. Any isssues to deal with for the stagecoach? + +Phillip" +"allen-p/discussion_threads/522.","Message-ID: <19453816.1075855711066.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you please forward the presentation to Mog. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +02:50 PM --------------------------- +From: Karen Buckley/ENRON@enronXgate on 04/18/2001 10:56 AM CDT +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: RE: Presentation to Trading Track A&A + +Hi Philip + +If you do have slides preapred,, can you have your assistant e:mail a copy to +Mog Heu, who will conference in from New York. + +Thanks, karen + + -----Original Message----- +From: Allen, Phillip +Sent: Wednesday, April 18, 2001 10:30 AM +To: Buckley, Karen +Subject: Re: Presentation to Trading Track A&A + +The topic will the the western natural gas market. I may have overhead +slides. I will bring handouts. +" +"allen-p/discussion_threads/523.","Message-ID: <5902357.1075855711087.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 05:03:00 -0700 (PDT) +From: gthorse@keyad.com +To: phillip.k.allen@enron.com +Subject: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Greg Thorse"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip & Kieth; +? +I completed the following documents last night and I forgot to get them +e-mailed to you, sorry. +? +Please call me later today. +? +Greg + - MapApplicationTeam Budget.xls + - Phillip Allen 4.18.01.doc" +"allen-p/discussion_threads/524.","Message-ID: <14015254.1075855711109.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 02:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: johnniebrown@juno.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: johnniebrown@juno.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Johnnie, + +Thank you for meeting with me on Friday. I left feeling very optimistic +about the panel system. I would like to find a way to incorporate the panels +into the home design I showed you. In order to make it feasible within my +budget I am sure it will take several iterations. The prospect of purchasing +the panels and having your framers install them may have to be considered. +However, my first choice would be for you to be the general contractor. + +I realize you receive a number of calls just seeking information about this +product with very little probability of a sale. I just want to assure you +that I am going to build this house in the fall and I would seriously +consider using the panel system if it truly was only a slight increase in +cost over stick built. + +Please email your cost estimates when complete. + +Thank you, + +Phillip Allen" +"allen-p/discussion_threads/525.","Message-ID: <2262498.1075855711130.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +It is bidweek again. I need to provide view only ID's to the two major +publications that post the monthly indeces. Please email an id and password +to the following: + +Dexter Steis at Natural Gas Intelligence- dexter@intelligencepress.com + +Liane Kucher at Inside Ferc- lkuch@mh.com + +Bidweek is under way so it is critical that these id's are sent out asap. + +Thanks for your help, + +Phillip Allen" +"allen-p/discussion_threads/526.","Message-ID: <8634548.1075855711153.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +09:26 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 04/24/2001 09:25 AM CDT +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: + +FYI, +o Selling 500/d of SoCal, XH lowers overall desk VAR by $8 million +o Selling 500K KV, lowers overall desk VAR by $4 million + +Frank + +" +"allen-p/discussion_threads/527.","Message-ID: <31494052.1075855711176.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + monique.sanchez@enron.com, randall.gay@enron.com, + frank.ermis@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, steven.south@enron.com, + jay.reitmeyer@enron.com, susan.scott@enron.com +Subject: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Monique Sanchez, Randall L Gay, Frank Ermis, Jane M Tholt, Tori Kuykendall, Steven P South, Jay Reitmeyer, Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +02:23 PM --------------------------- + + +Eric Benson@ENRON on 04/24/2001 11:47:40 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Instructions for FERC Meetings + +Mr. Allen - + +Per our phone conversation, please see the instructions below to get access +to view FERC meetings. Please advise if there are any problems, questions or +concerns. + +Eric Benson +Sr. Specialist +Enron Government Affairs - The Americas +713-853-1711 + +++++++++++++++++++++++++++ + +----- Forwarded by Eric Benson/NA/Enron on 04/24/2001 01:45 PM ----- + + Janet Butler + 11/06/2000 04:51 PM + + To: Eric.Benson@enron.com, Steve.Kean@enron.com, Richard.Shapiro@enron.com + cc: + Subject: Instructions for FERC Meetings + +As long as you are configured to receive Real Video, you should be able to +access the FERC meeting this Wednesday, November 8. The instructions are +below. + + +---------------------- Forwarded by Janet Butler/ET&S/Enron on 11/06/2000 +04:49 PM --------------------------- + + +Janet Butler +10/31/2000 04:12 PM +To: Christi.L.Nicolay@enron.com, James D Steffes/NA/Enron@Enron, +Rebecca.Cantrell@enron.com +cc: Shelley Corman/ET&S/Enron@Enron + +Subject: Instructions for FERC Meetings + + + + +Here is the URL address for the Capitol Connection. You should be able to +simply click on this URL below and it should come up for you. (This is +assuming your computer is configured for Real Video/Audio). We will pay for +the annual contract and bill your cost centers. + +You are connected for tomorrow as long as you have access to Real Video. + +http://www.capitolconnection.gmu.edu/ + +Instructions: + +Once into the Capitol Connection sight, click on FERC +Click on first line (either ""click here"" or box) +Dialogue box should require: user name: enron-y + password: fercnow + +Real Player will connect you to the meeting + +Expand your screen as you wish for easier viewing + +Adjust your sound as you wish + + + + + +" +"allen-p/discussion_threads/528.","Message-ID: <32923680.1075855711198.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gary@creativepanel.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gary, + +Here is a photograph of a similar house. The dimensions would be 56'Wide X +41' Deep for the living area. In addition there will be a 6' deep two story +porch across the entire back and 30' across the front. A modification to the +front will be the addition of a gable across 25' on the left side. The +living area will be brought forward under this gable to be flush with the +front porch. + +I don't have my floor plan with me at work today, but will bring in tomorrow +and fax you a copy. + +Phillip Allen +713-853-7041 +pallen@enron.com + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +12:51 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/discussion_threads/529.","Message-ID: <2164248.1075855711220.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +01:51 PM --------------------------- + + +Ray Alvarez@ENRON +04/25/2001 11:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: This morning's Commission meeting delayed + +Phil, I suspect that discussions/negotiations are taking place behind closed +doors ""in smoke filled rooms"", if not directly between Commissioners then +among FERC staffers. Never say never, but I think it is highly unlikely that +the final order will contain a fixed price cap. I base this belief in large +part on what I heard at a luncheon I attended yesterday afternoon at which +the keynote speaker was FERC Chairman Curt Hebert. Although the Chairman +began his presentation by expressly stating that he would not comment or +answer questions on pending proceedings before the Commission, Hebert had +some enlightening comments which relate to price caps: + +Price caps are almost never the right answer +Price Caps will have the effect of prolonging shortages +Competitive choices for consumers is the right answer +Any solution, however short term, that does not increase supply or reduce +demand, is not acceptable +Eight out of eleven western Governors oppose price caps, in that they would +export California's problems to the West + +This is the latest intelligence I have on the matter, and it's a pretty +strong anti- price cap position. Of course, Hebert is just one Commissioner +out of 3 currently on the Commission, but he controls the meeting agenda and +if the draft order is not to his liking, the item could be bumped off the +agenda. Hope this info helps. Ray + + + + +Phillip K Allen@ECT +04/25/2001 02:28 PM +To: Ray Alvarez/NA/Enron@ENRON +cc: + +Subject: Re: This morning's Commission meeting delayed + +Are there behind closed doors discussions being held prior to the meeting? +Is there the potential for a surprise announcement of some sort of fixed +price gas or power cap once the open meeting finally happens? + + + +" +"allen-p/discussion_threads/53.","Message-ID: <22004349.1075855674427.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 04:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jane.tholt@enron.com, steven.south@enron.com, + tori.kuykendall@enron.com, frank.ermis@enron.com +Subject: Gas Transportation Market Intelligence +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jane M Tholt, Steven P South, Tori Kuykendall, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/22/2000 +11:43 AM --------------------------- + + +""CapacityCenter.com"" on 05/18/2000 02:55:43 PM +To: Industry_Participant@mailman.enron.com +cc: +Subject: Gas Transportation Market Intelligence + + + + + + [IMAGE] + + + Natural Gas Transporation Contract Information and Pipeline Notices + Delivered to Your Desktop + + http://www.capacitycenter.com + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] Register Now and Sign Up For A Free Trial + Through The End Of May Bid Week + + + Capacity Shopper: Learn about capacity release that is posted to bid. Pick up +some transport at a good price or explore what releases are out there....it +can affect gas prices! + Daily Activity Reports: Check out the deals that were done! What did your +competitors pick up, and how do their deals match up against yours? This +offers you better market intelligence! + System Notices: Have System Notices delivered to your desk. Don't be the last +one to learn about an OFO because you were busy doing something else! + + [IMAGE] + + Capacity Shopper And Daily Activity Reports + Have Improved Formats + + You choose the pipelines you want and we'll keep you posted via email on all +the details! + Check out this example of a Daily Activity Report. + + Coming Soon: + A Statistical Snapshot on Capacity Release + + + Don't miss this member-only opportunity to see a quick snapshot of the +activity on all 48 interstate gas pipelines. + + This message has been sent to a select group of Industry Professionals, if +you do not wish to receive future notices, please Reply to this e-mail with +""Remove"" in the subject line. + Copyright 2000 - CapacityCenter.com, Inc. - ALL RIGHTS RESERVED + +" +"allen-p/discussion_threads/530.","Message-ID: <1517117.1075855711242.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 03:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Cc: tim.belden@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.belden@enron.com +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: Tim Belden +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +Can you authorize access to the west power site for Keith Holtz. He is our +Southern California basis trader and is under a two year contract. + +On another note, is it my imagination or did the SARR website lower its +forecast for McNary discharge during May. It seems like the flows have been +lowered into the 130 range and there are fewer days near 170. Also the +second half of April doesn't seem to have panned out as I expected. The +outflows stayed at 100-110 at McNary. Can you email or call with some +additional insight? + +Thank you, + +Phillip" +"allen-p/discussion_threads/531.","Message-ID: <30373643.1075855711263.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +10:36 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/discussion_threads/532.","Message-ID: <26256465.1075855711286.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 04:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +11:21 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/discussion_threads/533.","Message-ID: <18078005.1075855711525.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:00 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 2- SURVEY/INFORMATION EMAIL + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. When you finish, simply click on the 'Reply' button then hit 'Send' +Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: + +Login ID: + +Extension: + +Office Location: + +What type of computer do you have? (Desktop, Laptop, Both) + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: To: + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + +" +"allen-p/discussion_threads/534.","Message-ID: <1663385.1075855711549.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 4-URGENT - OWA Please print this now. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:01 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 4-URGENT - OWA Please print this now. + + +Current Notes User: + +REASONS FOR USING OUTLOOK WEB ACCESS (OWA) + +1. Once your mailbox has been migrated from Notes to Outlook, the Outlook +client will be configured on your computer. +After migration of your mailbox, you will not be able to send or recieve mail +via Notes, and you will not be able to start using Outlook until it is +configured by the Outlook Migration team the morning after your mailbox is +migrated. During this period, you can use Outlook Web Access (OWA) via your +web browser (Internet Explorer 5.0) to read and send mail. + +PLEASE NOTE: Your calendar entries, personal address book, journals, and +To-Do entries imported from Notes will not be available until the Outlook +client is configured on your desktop. + +2. Remote access to your mailbox. +After your Outlook client is configured, you can use Outlook Web Access (OWA) +for remote access to your mailbox. + +PLEASE NOTE: At this time, the OWA client is only accessible while +connecting to the Enron network (LAN). There are future plans to make OWA +available from your home or when traveling abroad. + +HOW TO ACCESS OUTLOOK WEB ACCESS (OWA) + +Launch Internet Explorer 5.0, and in the address window type: +http://nahou-msowa01p/exchange/john.doe + +Substitute ""john.doe"" with your first and last name, then click ENTER. You +will be prompted with a sign in box as shown below. Type in ""corp/your user +id"" for the user name and your NT password to logon to OWA and click OK. You +will now be able to view your mailbox. + + + +PLEASE NOTE: There are some subtle differences in the functionality between +the Outlook and OWA clients. You will not be able to do many of the things +in OWA that you can do in Outlook. Below is a brief list of *some* of the +functions NOT available via OWA: + +Features NOT available using OWA: + +- Tasks +- Journal +- Spell Checker +- Offline Use +- Printing Templates +- Reminders +- Timed Delivery +- Expiration +- Outlook Rules +- Voting, Message Flags and Message Recall +- Sharing Contacts with others +- Task Delegation +- Direct Resource Booking +- Personal Distribution Lists + +QUESTIONS OR CONCERNS? + +If you have questions or concerns using the OWA client, please contact the +Outlook 2000 question and answer Mailbox at: + + Outlook.2000@enron.com + +Otherwise, you may contact the Resolution Center at: + + 713-853-1411 + +Thank you, + +Outlook 2000 Migration Team +" +"allen-p/discussion_threads/535.","Message-ID: <5673528.1075855711571.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 22:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: Re: 2- SURVEY - PHILLIP ALLEN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/02/2001 +05:26 AM --------------------------- + + +Ina Rangel +05/01/2001 12:24 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: 2- SURVEY - PHILLIP ALLEN + + + + + +- +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 3-7041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? NO + If yes, who? + +Does anyone have permission to access your Email/Calendar? YES + If yes, who? INA RANGEL + +Are you responsible for updating anyone else's address book? + If yes, who? NO + +Is anyone else responsible for updating your address book? + If yes, who? NO + +Do you have access to a shared calendar? + If yes, which shared calendar? YES, West Calendar + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: NO + +Please list all Notes databases applications that you currently use: NONE + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: 7:00 AM To: 5:00 PM + +Will you be out of the office in the near future for vacation, leave, etc? NO + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + + + + + +" +"allen-p/discussion_threads/536.","Message-ID: <26853019.1075855711593.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 00:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Is there going to be a conference call or some type of weekly meeting about +all the regulatory issues facing California this week? Can you make sure the +gas desk is included. + +Phillip" +"allen-p/discussion_threads/537.","Message-ID: <11592223.1075855711614.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 03:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Just wanted to give you an update. I have changed the unit mix to include +some 1 bedrooms and reduced the number of buildings to 12. Kipp Flores is +working on the construction drawings. At the same time I am pursuing FHA +financing. Once the construction drawings are complete I will send them to +you for a revised bid. Your original bid was competitive and I am still +attracted to your firm because of your strong local presence and contacts. + +Phillip" +"allen-p/discussion_threads/538.","Message-ID: <13463011.1075855711635.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +mike grigsby is having problems with accessing the west power site. Can you +please make sure he has an active password. + +Thank you, + +Phillip" +"allen-p/discussion_threads/539.","Message-ID: <15291531.1075855711659.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, jay.reitmeyer@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Jay Reitmeyer, Tori Kuykendall, Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/04/2001 +10:15 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/discussion_threads/54.","Message-ID: <23698743.1075855674449.JavaMail.evans@thyme> +Date: Tue, 23 May 2000 07:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +This note is authorization to make the following changes: + +1. Set up a new book for Frank Ermis-NW Basis + +2. Route these products to NW Basis: + NWPL RkyMtn + Malin + PG&E Citygate + +3. Route EPNG Permian to Todd Richardson's book FT-New Texas + + +Call with questions. X37041 + +Thank you, + +Phillip Allen" +"allen-p/discussion_threads/540.","Message-ID: <11376665.1075855711689.JavaMail.evans@thyme> +Date: Sun, 6 May 2001 23:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California Update 5/4/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +06:54 AM --------------------------- +From: Kristin Walsh/ENRON@enronXgate on 05/04/2001 04:32 PM CDT +To: John J Lavorato/ENRON@enronXgate, Louise Kitchen/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT, Tim Belden/ENRON@enronXgate, Jeff +Dasovich/NA/Enron@Enron, Chris Gaskill/ENRON@enronXgate, Mike +Grigsby/HOU/ECT@ECT, Tim Heizenrader/ENRON@enronXgate, Vince J +Kaminski/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Rob +Milnthorp/CAL/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Claudio +Ribeiro/ENRON@enronXgate, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Mark Tawney/ENRON@enronXgate, Scott +Tholan/ENRON@enronXgate, Britt Whitman/ENRON@enronXgate, Lloyd +Will/HOU/ECT@ECT +Subject: California Update 5/4/01 + +If you have any questions, please contact Kristin Walsh at (713) 853-9510. + +Bridge Loan Financing Bills May Not Meet Their May 8th Deadline Due to Lack +of Support +Sources report there will not be a vote regarding the authorization for the +bond issuance/bridge loan by the May 8th deadline. Any possibility for a +deal has reportedly fallen apart. According to sources, both the Republicans +and Democratic caucuses are turning against Davis. The Democratic caucus is +reportedly ""unwilling to fight"" for Davis. Many legislative Republicans and +Democrats reportedly do not trust Davis and express concern that, once the +bonds are issued to replenish the General Fund, Davis would ""double dip"" into +the fund. Clearly there is a lack of good faith between the legislature and +the governor. However, it is believed once Davis discloses the details of +the power contracts negotiated, a bond issuance will take place. +Additionally, some generator sources have reported that some of the long-term +power contracts (as opposed to those still in development) require that the +bond issuance happen by July 1, 2001. If not, the state may be in breach of +contract. Sources state that if the legislature does not pass the bridge +loan legislation by May 8th, having a bond issuance by July 1st will be very +difficult. + +The Republicans were planning to offer an alternative plan whereby the state +would ""eat"" the $5 billion cost of power spent to date out of the General +Fund, thereby decreasing the amount of the bond issuance to approximately $8 +billion. However, the reportedly now are not going to offer even this +concession. Sources report that the Republicans intend to hold out for full +disclosure of the governor's plan for handling the crisis, including the +details and terms of all long-term contracts he has negotiated, before they +will support the bond issuance to go forward. + +Currently there are two bills dealing with the bridge loan; AB 8X and AB +31X. AB 8X authorizes the DWR to sell up to $10 billion in bonds. This bill +passed the Senate in March, but has stalled in the Assembly due to a lack of +Republican support. AB 31X deals with energy conservation programs for +community college districts. However, sources report this bill may be +amended to include language relevant to the bond sale by Senator Bowen, +currently in AB 8X. Senator Bowen's language states that the state should +get paid before the utilities from rate payments (which, if passed, would be +likely to cause a SoCal bankruptcy). + +According to sources close to the Republicans in the legislature, +Republicans do not believe there should be a bridge loan due to money +available in the General Fund. For instance, Tony Strickland has stated +that only 1/2 of the bonds (or approximately $5 billion) should be issued. +Other Republicans reportedly do not support issuing any bonds. The +Republicans intend to bring this up in debate on Monday. Additionally, +Lehman Brothers reportedly also feels that a bridge loan is unnecessary and +there are some indications that Lehman may back out of the bridge loan. + +Key Points of the Bridge Financing +Initial Loan Amount: $4.125 B +Lenders: JP Morgan $2.5 B + Lehman Brothers $1.0 B + Bear Stearns $625 M +Tax Exempt Portion: Of the $4.125 B; $1.6 B is expected to be tax-exempt +Projected Interest Rate: Taxable Rate 5.77% + Tax-Exempt Rate 4.77% +Current Projected +Blended IR: 5.38% +Maturity Date: August 29, 2001 +For more details please contact me at (713) 853-9510 + +Bill SB 6X Passed the Senate Yesterday, but Little Can be Done at This Time +The Senate passed SB 6X yesterday, which authorizes $5 billion to create the +California Consumer Power and Conservation Authority. The $5 billion +authorized under SB 6X is not the same as the $5 billion that must be +authorized by the legislature to pay for power already purchased, or the +additional amount of bonds that must be authorized to pay for purchasing +power going forward. Again, the Republicans are not in support of these +authorizations. Without the details of the long-term power contracts the +governor has negotiated, the Republicans do not know what the final bond +amount is that must be issued and that taxpayers will have to pay to +support. No further action can be taken regarding the implementation of SB +6X until it is clarified how and when the state and the utilities get paid +for purchasing power. Also, there is no staff, defined purpose, etc. for +the California Public Power and Conservation Authority. However, this can +be considered a victory for consumer advocates, who began promoting this +idea earlier in the crisis. + +SoCal Edison and Bankruptcy +At this point, two events would be likely to trigger a SoCal bankruptcy. The +first would be a legislative rejection of the MOU between SoCal and the +governor. The specified deadline for legislative approval of the MOU is +August 15th, however, some decision will likely be made earlier. According +to sources, the state has yet to sign the MOU with SoCal, though SoCal has +signed it. The Republicans are against the MOU in its current form and Davis +and the Senate lack the votes needed to pass. If the legislature indicates +that it will not pas the MOU, SoCal would likely file for voluntary +bankruptcy (or its creditor - involuntary) due to the lack operating cash. + +The second likely triggering event, which is linked directly to the bond +issuance, would be an effort by Senator Bowen to amend SB 31X (bridge loan) +stating that the DWR would received 100% of its payments from ratepayers, +then the utilities would receive the residual amount. In other words, the +state will get paid before the utilities. If this language is included and +passed by the legislature, it appears likely that SoCal will likely file for +bankruptcy. SoCal is urging the legislature to pay both the utilities and +the DWR proportionately from rate payments. + +" +"allen-p/discussion_threads/541.","Message-ID: <14458884.1075855711712.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 02:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jay.reitmeyer@enron.com, matt.smith@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jay Reitmeyer, Matt Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Can you guys coordinate to make sure someone listens to this conference call +each week. Tara from the fundamental group was recording these calls when +they happened every day. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +07:26 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/discussion_threads/542.","Message-ID: <9276411.1075855711734.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 06:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stanley.horton@enron.com, dmccarty@enron.com +Subject: California Summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stanley.horton@enron.com, dmccarty@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +11:22 AM --------------------------- + + + + From: Jay Reitmeyer 05/03/2001 11:03 AM + + +To: stanley.horton@enron.com, dmccarty@enron.com +cc: +Subject: California Summary + +Attached is the final version of the California Summary report with maps, +graphs, and historical data. + + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +bcc: +Subject: Additional California Load Information + + + +Additional charts attempting to explain increase in demand by hydro, load +growth, and temperature. Many assumptions had to be made. The data is not +as solid as numbers in first set of graphs. + + +" +"allen-p/discussion_threads/543.","Message-ID: <14750253.1075855711755.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 00:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Jacques Craig will draw up a release. What is the status on the quote from +Wade? + +Phillip" +"allen-p/discussion_threads/544.","Message-ID: <7362872.1075855711785.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 06:05:00 -0700 (PDT) +From: lisa.jacobson@enron.com +To: lisa.jacobson@enron.com, kevin.mcgowan@enron.com, daniel.reck@enron.com, + matt.goering@enron.com, stuart.staley@enron.com, + john.massey@enron.com, jeff.andrews@enron.com, adam.siegel@enron.com, + kristin.quinn@enron.com, heather.mitchell@enron.com, + elizabeth.howley@enron.com, scott.watson@enron.com, + mark.dobler@enron.com, kevin.presto@enron.com, lloyd.will@enron.com, + doug.gilbert-smith@enron.com, fletcher.sturm@enron.com, + rogers.herndon@enron.com, robert.benson@enron.com, + mark.davis@enron.com, ben.jacoby@enron.com, + dave.kellermeyer@enron.com, mitch.robinson@enron.com, + john.moore@enron.com, naveed.ahmed@enron.com, + phillip.allen@enron.com, scott.neal@enron.com, + elliot.mainzer@enron.com, richard.lewis@enron.com, + jackie.gentle@enron.com, fiona.grant@enron.com, kate.bauer@enron.com, + mark.schroeder@enron.com, john.shafer@enron.com, + shelley.corman@enron.com, hap.boyd@enron.com, + brian.stanley@enron.com, robert.moss@enron.com, + jeffrey.keeler@enron.com, mary.schoen@enron.com, + laura.glenn@enron.com, kathy.mongeon@enron.com, + stacey.bolton@enron.com, rika.imai@enron.com, rob.bradley@enron.com, + ann.schmidt@enron.com, ben.jacoby@enron.com, jake.thomas@enron.com, + david.parquet@enron.com, lisa.yoho@enron.com, + christi.nicolay@enron.com, harry.kingerski@enron.com, + james.steffes@enron.com, ginger.dernehl@enron.com, + richard.shapiro@enron.com, scott.affelt@enron.com, + susan.worthen@enron.com, gavin.dillingham@enron.com, + lora.sullivan@enron.com, john.hardy@enron.com, + linda.robertson@enron.com, carolyn.cooney@enron.com, pat29@erols.com, + marc.phillips@enron.com, gus.eghneim@enron.com, + mark.palmer@enron.com, philip.davies@enron.com, + nailia.dindarova@enron.com, richard.lewis@enron.com, + john.chappell@enron.com, tracy.ralston@enron.com, + maureen.mcvicker@enron.com +Subject: RSVP REQUESTED - Emissions Strategy Meeting.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lisa Jacobson +X-To: Lisa Jacobson, Kevin McGowan, Daniel Reck, Matt Goering, Stuart Staley, John Massey, Jeff Andrews, Adam Siegel, Kristin Quinn, Heather Mitchell, Elizabeth Howley, Scott Watson, Mark Dobler, Kevin M Presto, Lloyd Will, Doug Gilbert-Smith, Fletcher J Sturm, Rogers Herndon, Robert Benson, Mark Dana Davis, Ben Jacoby, Dave Kellermeyer, Mitch Robinson, John Moore, Naveed Ahmed, Phillip K Allen, Scott Neal, Elliot Mainzer, Richard Lewis, Jackie Gentle, Fiona Grant, Kate Bauer, Mark Schroeder, John Shafer, Shelley Corman, Hap Boyd, Brian Stanley, Robert N Moss, Jeffrey Keeler, Mary Schoen, Laura Glenn, Kathy Mongeon, Stacey Bolton, Rika Imai, Rob Bradley, Ann M Schmidt, Ben Jacoby, Jake Thomas, David Parquet, Lisa Yoho, Christi L Nicolay, Harry Kingerski, James D Steffes, Ginger Dernehl, Richard Shapiro, Scott Affelt, Susan Worthen, Gavin Dillingham, Lora Sullivan, John Hardy, Linda Robertson, Carolyn Cooney, ""Patrick Shortridge (E-mail)"" @SMTP@enronXgate, Marc Phillips, Gus Eghneim, Mark Palmer, Philip Davies, Nailia Dindarova, Richard Lewis, John Chappell, Tracy Ralston, Maureen McVicker +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Due to some problems with my email yesterday, I may not have received your +RSVP.....please excuse any confusion this may have caused. + + +RSVP REQUESTED! + +The Environmental Strategies Group will convene an ""Emissions Strategy +Meeting"" on Friday, May 18 to discuss global emissions issues -- such as air +quality regulation, climate change and U.S. multipollutant legislation -- and +explore some of the potential business opportunities for Enron commercial +groups. + +WHEN: Friday, May 18 +TIME: 10:00 am - 3:00 pm - lunch will be provided +WHERE: Enron Building, 8C1 (8th floor) + +A video conference is being organized to enable broad participation from the +London office and a teleconference will be set up for others who would like +to call in. + +The primary objectives of the session are to 1) provide you with the latest +information on emissions regulation, markets, and Enron's advocacy efforts +worldwide and 2) receive feedback on your commercial interests and input on +policy options so that we may develop the best business and policy strategies +for Enron in both the short and long term. We invite you or a member of your +group to participate in this important strategic discussion. + +Please RSVP as soon as possible and let us know if you plan to participate in +person, via teleconference or via video conference from the London office. + +An agenda is forthcoming. If you have any questions or suggestions in +advance of the meeting, please do not hesitate to contact me or Jeff Keeler. + +We look forward to your participation. + +Lisa Jacobson +Enron +Manager, Environmental Strategies +1775 Eye Street, NW +Suite 800 +Washington, DC 20006 + +Phone: +(202) 466-9176 +Fax: +(202) 331-4717" +"allen-p/discussion_threads/545.","Message-ID: <32602128.1075855711806.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Let me know when you get the quotes from Pauline. I am expecting to pay +something in the $3,000 to $5,000 range. I would like to see the quotes and +a description of the work to be done. It is my understanding that some rock +will be removed and replaced with siding. If they are getting quotes to put +up new rock then we will need to clarify. + +Jacques is ready to drop in a dollar amount on the release. If the +negotiations stall, it seems like I need to go ahead and cut off the +utilities. Hopefully things will go smoothly. + +Phillip" +"allen-p/discussion_threads/546.","Message-ID: <106485.1075855711830.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 09:54:00 -0700 (PDT) +From: alyse.herasimchuk@enron.com +To: phillip.allen@enron.com, robina.barker-bennett@enron.com, + richard.causey@enron.com, joseph.deffner@enron.com, + andrew.fastow@enron.com, kevin.garland@enron.com, ken.rice@enron.com, + eric.shaw@enron.com, hunter.shively@enron.com, + stuart.staley@enron.com +Subject: ""Save the Date"" - Associate / Analyst Program +Cc: john.walt@enron.com, donna.jones@enron.com, traci.warner@enron.com, + billy.lemmons@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.walt@enron.com, donna.jones@enron.com, traci.warner@enron.com, + billy.lemmons@enron.com +X-From: Alyse Herasimchuk +X-To: Phillip K Allen, Robina Barker-Bennett, Richard Causey, Joseph Deffner, Andrew S Fastow, Kevin Garland, Ken Rice, Eric Shaw, Hunter S Shively, Stuart Staley +X-cc: John Walt, Donna Jones, Traci Warner, Billy Lemmons +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + + Dear Associate / Analyst Committee: + +The following attachment is information regarding upcoming events in the +Associate / Analyst program. Please ""save the date"" on your calendars as your +participation is greatly appreciated. Any questions or concerns you may have +can be directed to John Walt or Donna Jones. + +Thank you, + +Associate / Analyst Program +amh + + + + + + + " +"allen-p/discussion_threads/547.","Message-ID: <11310338.1075855712059.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 06:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is our forecast +" +"allen-p/discussion_threads/548.","Message-ID: <6995150.1075855712087.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:04:00 -0700 (PDT) +From: messenger@ecm.bloomberg.com +Subject: Bloomberg Power Lines Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Bloomberg.com"" +X-To: (undisclosed-recipients) +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is today's copy of Bloomberg Power Lines. Adobe Acrobat Reader is +required to view the attached pdf file. You can download a free version +of Acrobat Reader at + http://www.adobe.com/products/acrobat/readstep.html + +If you have trouble downloading the attached file it is also located at + http://www.bloomberg.com/energy/daily.pdf + +Don't forget to check out the Bloomberg PowerMatch West Coast indices, the +most accurate indices anywhere. Index values are calculated from actual tra= +des +and can be audited by all PowerMatch customers. + +Our aim is to bring you the most timely electricity market coverage in the +industry and we welcome your feedback on how we can improve the product=20 +further. + +Bloomberg Energy Department + +05/14 Bloomberg Daily Power Report + +Table + + Bloomberg U.S. Regional Electricity Prices + ($/MWh for 25-50 MWh pre-scheduled packages, excluding transmission= +=20 +costs) + + On-Peak +West Coast Index Change Low High + Mid-Columbia 205.40 -185.85 175.00 225.00 + Ca-Or Border 203.33 -186.67 180.00 225.00 + NP15 207.75 -189.39 175.00 228.00 + SP15 205.00 -186.88 175.00 225.00 + Ault Colorado 185.00 -155.00 175.00 225.00 + Mead 225.00 -128.00 220.00 230.00 + Palo Verde 220.48 -202.02 210.00 240.00 + Four Corners 207.50 -177.50 200.00 220.00 + +Mid-Continent + ECAR 32.75 +1.68 30.18 35.00 + East 35.50 +2.00 35.00 36.00 + AEP 31.94 -1.46 29.75 34.00 + West 31.50 +2.00 29.50 34.00 + Central 31.17 +3.52 28.00 35.00 + Cinergy 31.17 +3.52 28.00 35.00 + South 34.44 +2.15 28.00 37.00 + North 33.50 +0.00 33.00 34.00 + Main 33.63 +3.88 30.75 37.25 + Com-Ed 31.25 +2.25 29.50 34.50 + Lower 36.00 +5.50 32.00 40.00 + MAPP 46.78 +6.86 45.00 51.00 + North 46.50 +7.17 45.00 50.00 + Lower 47.06 +6.56 45.00 52.00 + +Gulf Coast + SPP 40.13 -0.51 39.50 41.50 + Northern 39.50 +0.00 39.50 41.00 + ERCOT 47.50 +2.25 46.00 49.00 + SERC 37.35 +0.10 33.89 39.07 + Va Power 35.00 -4.50 34.50 35.50 + VACAR 37.00 +3.50 36.00 38.00 + Into TVA 34.44 +2.15 28.00 37.00 + Out of TVA 38.23 +1.80 31.72 40.99 + Entergy 41.75 -1.25 35.00 44.00 + Southern 37.00 +2.00 35.00 39.00 + Fla/Ga Border 38.00 -3.00 37.00 39.00 + FRCC 56.00 +1.00 54.00 58.00 + +East Coast + NEPOOL 45.95 -6.05 45.50 47.25 + New York Zone J 58.50 -4.50 56.00 61.00 + New York Zone G 49.75 -3.25 48.50 51.50 + New York Zone A 38.50 -5.50 38.00 39.00 + PJM 35.97 -5.48 35.00 36.75 + East 35.97 -5.48 35.00 36.75 + West 35.97 -5.48 35.00 36.75 + Seller's Choice 35.47 -5.48 34.50 36.25 +End Table + + +Western Power Spot Prices Sink Amid Weather-Related Demand + + Los Angeles, May 14 (Bloomberg Energy) -- Most Western U.S. +spot power prices for delivery tomorrow slumped as supply +outstripped demand. + At the SP-15 delivery point in Southern California, peak +power dropped $186.88 to a Bloomberg index of $205.00 a megawatt- +hour, amid trades in the $175.00-$225.00 range. + ""Air conditioning load is diminishing, which is causing +prices to decline,"" said one Southwest trader. + According to Weather Services Corp., of Lexington +Massachusetts, temperatures in Los Angeles were expected to reach +75 degrees Fahrenheit today and a low of 59 degrees tonight. + At the Palo Verde switchyard in Arizona, peak power sank +$202.02, or 47.82 percent, to a Bloomberg index of $220.48 as +traders executed transactions in the $210.00-$240.00 range. + Traders said that Arizona's Public Service Co. 1,270-megawatt +Palo Verde-1 nuclear plant in Wintersburg, Arizona, increased +production to 19 percent of capacity following the completion of a +scheduled refueling outage that began March 31. + At the Mid-Columbia trading point in Washington, peak power +slumped 47.5 percent from Friday's Sunday-Monday package to a +Bloomberg index of $205.40, with trades at $175.00-$225.00. + According to Belton, Missouri-based Weather Derivatives Inc., +temperatures in the Pacific Northwest will average 1.2 degrees +Fahrenheit above normal over the next seven days, with cooling +demand 84 percent below normal. + ""We are expecting rain in the Pacific Northwest which is +causing temperatures to drop,"" said one Northwest trader. + At the NP-15 delivery point in Northern California, peak +power fell $189.39 to a Bloomberg index of $207.75, with trades at +$175.00-$228.00. + According the California Independent System Operator today's +forecast demand was estimated at 30,827 megawatts, declining 743 +megawatts tomorrow to 30,084 megawatts. + +-Robert Scalabrino + + +Northeast Power Prices Fall With More Generation, Less Demand + + Philadelphia, May 14 (Bloomberg Energy) -- An increase in +available generation coupled with less weather-related demand, +caused next-day power prices in the Northeast U.S. to fall as much +as 11.3 percent this morning, traders said. + According to Weather Derivatives Corp. of Belton, Missouri, +temperatures in the Northeast will average within one degree +Fahrenheit of normal over the next seven days, keeping heating and +cooling demand 88 and 96 percent below normal, respectively. + In the Pennsylvania-New Jersey-Maryland Interconnection, peak +power scheduled for Tuesday delivery was assessed at a Bloomberg +volume-weighted index of $35.97 per megawatt hour, down $5.48 from +Friday. + ""There's just no weather out there,"" said one PJM-based +trader. ""There's no need for air conditioning, and no need for +heating. As far as I can tell, it's going to be that way all week +long."" + Peak loads in PJM are projected to average less than 30,000 +megawatts through Friday. + Traders also cited increased regional capacity as a cause for +the dip. Interconnection data shows 1,675 megawatts returned to +service today, and an additional 1,232 megawatts are expected to +hit the grid tomorrow. + Next-day prices fell across all three zones of the New York +Power Pool, with increased output at the Nine Mile Point 1 and 2 +nuclear power facilities. + The Nuclear Regulator Commission reported Nine Mile Point 1 +at 90 percent of its 609-megawatt capacity following completion of +a refueling outage, and the 1,148-megawatt Nine Mile Point 2 at +full power following unplanned maintenance. Both units are owned +and operated by Niagara Mohawk. + Zone J, which comprises New York City, slipped $4.50 to +$58.50, while Zones G and A fell $3.25 and $5.50, respectively, to +$51.25 and $40.00 indices. + ~ +-Karyn Rispoli + + +Weather-Related Demand Drives Mid-Continent Power Prices Up + + Cincinnati, May 14 (Bloomberg Energy) -- Day-ahead peak +power prices rose today in the Mid-Continent U.S. as high +weather-related demand was expected in the Midwest and Southeast, +traders said. + ""It's supposed to be pretty warm in the TVA (Tennessee +Valley Authority) area, so everyone is looking to go from Cinergy +to there,"" one East Central Area Reliability Council trader said. +""Dailies and the bal(ance of) week are both stronger because of +that."" + The Bloomberg index price for peak parcels delivered Tuesday +into the Cincinnati-based Cinergy Corp. transmission system rose +$3.52 to $31.17 a megawatt-hour, with trades ranging from $29.25 +when the market opened up to $35.00 after options expired. + Cinergy power for Wednesday-Friday delivery sold at $39.00 +and power for May 21-25 was offered at $45.50 as demand from the +Southeast was expected to remain high into next week. + Next-day power in TVA sold $2.15 higher on average at +$28.00-$37.00, with temperatures in Nashville, Tennessee, +forecast at 87 degrees Fahrenheit through Thursday. + ""Things should continue along these lines for the rest of +the week, because there's enough power to get down there but not +so much that anyone can flood the market and crush prices,"" an +ECAR trader said. + In Mid-America Interconnected Network trading, demand from +the Cinergy hub and the Entergy Corp. grid pulled prices up, +though traders said transmission problems limited volume. + Peak Monday parcels sold $2.25 higher on average at the +Chicago-based Commonwealth Edison hub, trading at $29.50-$34.50, +and $5.50 higher on average in the lower half of the region, with +trades from $32.00-$40.00. + Mid-Continent Area Power Pool peak spot power prices also +climbed today, showing the largest increase in the region as +above-normal temperatures were expected and transmission problems +isolated the market from lower-priced eastern hubs. + For-Tuesday power sold $7.17 higher on average in northern +MAPP at $45.00-$50.00 and $6.56 higher on average in the southern +half of the region at $45.00-$52.00. + Lexington, Massachusetts-based Weather Services Corp. +predicted tomorrow's high temperature would be 85 degrees in +Minneapolis and 91 degrees in Omaha, Nebraska. + ""There's no available transmission from ComEd, and problems +getting power out of Ameren's grid too,"" one MAPP trader said. +""It's likely to cause problems all week, since it's hot here and +down in SPP (the Southwest Power Pool)."" + +-Ken Fahnestock + + +Southeast Power Prices Mixed as Southern Markets Heat Up + + Atlanta, May 14 (Bloomberg Energy) -- U.S. Southeast spot +electricity prices were mixed today as hot weather returned to +major Southern U.S. population centers, traders said. + Forecasters from Lexington, Massachusetts-based Weather +Services Corp. predicted daily high temperatures in the Atlanta +vicinity would peak tomorrow at 86 degrees Fahrenheit, 5 +degrees higher than today's projected high. Cooler weather is +expected to begin Wednesday. + Conversely, in the Nashville, Tennessee, vicinity, +temperatures will remain in the high-80s to low-90s all week, +propelling air conditioning demand, traders said. + The Bloomberg Southeast Electric Reliability Council +regional index price rose 10 cents a megawatt-hour from +equivalent trades made Friday for delivery today, to $37.20. +Trades ranged from $26.50-$42.50. + On the Tennessee Valley Authority grid, power traded an +average of $2.15 higher at a Bloomberg index of $34.44 amid +trades in the $28.00-$37.00 range. + In Texas, day-ahead power prices rose 84 cents for UB firm +energy to a Bloomberg index of $47.50, though utility traders +complained of slack demand versus the same time in 2000. + ""There's just no overnight load to do anything with the +supply we have,"" said one Texas-based utility power trader. +""Last year at this time, we saw a bunch of 93-95 degree +(Fahrenheit) days. This year so far, the highest we've seen is +85 degrees, so that's about 10 degrees below normal for us."" + On the Entergy Corp. grid, day-ahead peak power for +tomorrow opened at $38.50-$42.00, though most trades were done +at a Bloomberg index of $40.25, $1.25 less than Friday. Traders +said forecasts for cooler weather through much of the South +starting Wednesday caused day-ahead prices to trade late at +$35-$36. + Traders said Southern Co. was purchasing day-ahead energy +at $37 from utilities in the Virginia-Carolinas region because +power from VACAR was cheaper than from utilities in SERC. + Southern day-ahead power traded $2 higher at a Bloomberg +index of $37, amid trades in the $35-$39 range. + In the forward power markets, Entergy power for the +balance of this week sold early today at $47.00, though later +trades were noted as high as $48.75. Balance-of-May Entergy +power was bid at $48, though few offers were heard, traders +said. + On the TVA grid, power for the balance of this week was +bid at $40, though the nearest offer was $45. Firm energy for +the balance of May was discussed at $41, though no new trades +were noted. + +-Brian Whary + + +U.K. Power Prices Fall as Offers Continue to Outweigh Bids + + London, May 14 (Bloomberg Energy) -- Power prices in the U.K. +fell for the fourth consecutive day amid continued heavy selling +interest, traders said. + Winter 2001 baseload traded as high as 21.52 pounds a +megawatt-hour and as low as 21.35 pounds a megawatt-hour, before +closing at 21.42 pounds a megawatt-hour, 11 pence lower than +Friday. + The contract has fallen around 82 pence since the start of +the month amid aggressive selling interest, mainly from one +trading house, which intended to buy back contracts where it was +short. Volatility in the contract today stemmed from opposition +from another trading house, which bought the contract, supporting +price levels, traders said. + Shorter-term contracts also fell today as warm weather was +expected to curtail heating demand and also amid lower production +costs because of falling natural gas prices, traders said. + June baseload power contracts fell 22 pence from Friday after +last trading at 18.35 pounds a megawatt-hour. + On the International Petroleum Exchange, June natural gas +futures traded 0.31 pence lower today after last trading at 21.15 +pence a thermal unit. The contract has fallen by 1.74 pence since +the start of last week. + Some traders, however, remained reluctant to give fundamental +reasons for price movements because of the immaturity of the +market, given the recent launch of the new trading agreements. +Most trading activity was in an effort to find new price levels, +they said. + +-Amal Halawi + + +Nordic Power Soars in Active Trade on Renewed Buying Interest + + Lysaker, Norway, May 14 (Bloomberg Energy) -- Longer-term +electricity prices on the Nordic Power Exchange in Lysaker, +Norway, soared in active afternoon trade after participants rushed +to buy seasonal contracts in an attempt to close positions amid +limited hydro-supply, traders said. + Winter-2 2001 closed 6.00 Norwegian kroner higher at an all +time high of 214.50 kroner a megawatt-hour after a total 603.00 +megawatts were exchanged as low as 207.25 kroner a megawatt-hour. +Winter-1 2002 jumped 5.65 kroner after discussions ranged 207.50- +214.00 kroner a megawatt-hour. + ""The market crash everyone was waiting for never came; now +you have to pay higher prices to develop positions,'' an Oslo- +based trader said. ""I'm surprised that even at the peak of the +snow melting season and in anticipation of wet weather, prices are +steadily climbing.'' + Precipitation across Scandinavia was forecast at 200 percent +above normal for the next 10 days, according to U.S. forecasters. +Still, another trader said 170 percent above normal was a ""more +realistic expectation following recent over-estimation of wet +outlooks.'' + Tuesday's system area average price was set below expecations +of 195.00 kroner a megawatt-hour at 185.70 kroner a megawatt-hour, +down 7.45 kroner from today's price. Still, traders said this was +a ""high'' spot price for this time of the year. + Week 21 closed down 1 kroner at 189 kroner a megawatt-hour +with 140 megawatts exchanged. + Trade volumes on Nordpool totalled 5,469 gigawatt-hours +generation, up 368 percent from Friday's 1,169 gigawatt-hours. + +-Alejandro Barbajosa +-0- (BES) May/14/2001 19:33 GMT +=0F$ + + + - daily.pdf" +"allen-p/discussion_threads/549.","Message-ID: <26313697.1075855712297.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 07:10:00 -0700 (PDT) +From: announce@inbox.nytimes.com +To: pallen@ect.enron.com +Subject: Pre-selected NextCard Visa! As low as 2.99% +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""NYTimes.com"" +X-To: pallen@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear NYTimes.com member, + +Your registration to NYTimes.com included permission +to send you occasional e-mail with special offers +from our advertisers. To unsubscribe from future +mailings, visit http://www.nytimes.com/unsubscribe + +This is a special offer from NextCard Visa. +------------------------------------------------------- + +Congratulations! You've been pre-selected for this +NextCard(R) Visa(R) offer with rates as low as 2.99% Intro +or 9.99% Ongoing APR! + +NextCard Visa is the best credit card you'll find, period. +We're the only credit card company that can tailor an +offer specifically for you with an APR as low as 2.99% +Intro or 9.99% Ongoing. Then, you can transfer balances +with one click and start saving money right NOW. + +Get a NextCard Visa in 30 seconds! Getting a credit card +has never been so easy. + +1. Fill in the brief application +2. Receive approval decision within 30 seconds +3. Pay no annual fees with rates as low as 2.99% Intro or +9.99% Ongoing APR + + +Click here to apply! +http://www.nytimes.com/ads/email/nextcard/beforenonaola.html + +Why waste time with those other credit companies? NextCard +offers 100% safe online shopping, 1-click bill payment, +and 24-hour online account management. Don't wait, apply +now and get approval decisions in 30 seconds or less. The +choice is clear. + +=============================================== + +Current cardholders and individuals that have applied within +the past 60 days are not eligible to take advantage of this +offer. NextCard takes your privacy very seriously. In +order to protect your personal privacy, we do not share +your personal information with outside parties. This may +result in your receiving this offer even if you are a +current NextCard holder or a recent applicant. Although +this may be an inconvenience, it is a result of our belief +that your privacy is of utmost importance. + +You may view additional details about our privacy policy +at the following URL: +http://www.nextcard.com/privacy.shtml + +=============================================== +ABOUT THIS E-MAIL + +Your registration to NYTimes.com included +permission to send you occasional e-mail with +special offers from our advertisers. As a member +of the BBBOnline Privacy Program and the TRUSTe +privacy program, we are committed to protecting +your privacy; to unsubscribe from future mailings, +visit http://www.nytimes.com/unsubscribe + +Suggestions and feedback are welcome at +comments@nytimes.com. Please do not reply directly to +this e-mail." +"allen-p/discussion_threads/55.","Message-ID: <13669360.1075855674470.JavaMail.evans@thyme> +Date: Wed, 24 May 2000 09:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Did you get set up on the checking account? Try and email me every day with +a note about what happened that day. + Just info about new vacancies or tenants and which apartments you and wade +worked on each day. + +Phillip" +"allen-p/discussion_threads/550.","Message-ID: <6899278.1075855712319.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 10:24:00 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Freidman, Billings Initiates Coverage of PMCS +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Earnings.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +If you cannot read this email, please click here. + +Earnings.com - PMCS Upgrade/Downgrade History +Earnings.com [IMAGE] + + + [IMAGE]?View Today's Upgrades/Downgrades/Coverage Initiated + Briefing + PMC - Sierra, Inc. (PMCS) + + + + + + + + + Date + Brokerage Firm + Action + Details + 05/14/2001 + Freidman, Billings + Coverage Initiated + at Accumulate + + + + 04/23/2001 + Merrill Lynch + Downgraded + to Nt Neutral from Nt Accum + + + + 04/20/2001 + Robertson Stephens + Upgraded + to Buy from Lt Attractive + + + + 04/20/2001 + J.P. Morgan + Upgraded + to Lt Buy from Mkt Perform + + + + 04/20/2001 + Frost Securities + Upgraded + to Strong Buy from Buy + + + + 04/20/2001 + Goldman Sachs + Upgraded + to Trading Buy from Mkt Outperform + + + + 04/19/2001 + Salomon Smith Barney + Upgraded + to Buy from Outperform + + + + 04/12/2001 + J.P. Morgan + Downgraded + to Mkt Perform from Lt Buy + + + + 03/22/2001 + Robertson Stephens + Downgraded + to Lt Attractive from Buy + + + + 03/20/2001 + Frost Securities + Coverage Initiated + at Buy + + + + 03/14/2001 + Needham & Company + Coverage Initiated + at Hold + + + + 03/12/2001 + Salomon Smith Barney + Downgraded + to Outperform from Buy + + + + 03/06/2001 + Banc of America + Downgraded + to Buy from Strong Buy + + + + 02/20/2001 + CSFB + Downgraded + to Hold from Buy + + + + 01/29/2001 + Soundview + Upgraded + to Strong Buy from Buy + + + + 01/26/2001 + Warburg Dillon Reed + Downgraded + to Hold from Strong Buy + + + + 01/26/2001 + S G Cowen + Downgraded + to Neutral from Buy + + + + 01/26/2001 + J.P. Morgan + Downgraded + to Lt Buy from Buy + + + + 01/26/2001 + Robertson Stephens + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Adams Harkness + Downgraded + to Mkt Perform from Buy + + + + 01/26/2001 + Banc of America + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Bear Stearns + Downgraded + to Attractive from Buy + + + + 01/26/2001 + CSFB + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Goldman Sachs + Downgraded + to Mkt Outperform from Recomm List + + + + 11/30/2000 + Lehman Brothers + Downgraded + to Neutral from Outperform + + + + 11/30/2000 + Kaufman Bros., L.P. + Downgraded + to Hold from Buy + + + + 11/16/2000 + Merrill Lynch + Downgraded + to Nt Accum from Nt Buy + + + + 11/02/2000 + Soundview + Downgraded + to Buy from Strong Buy + + + + 10/25/2000 + Lehman Brothers + Downgraded + to Outperform from Buy + + + + 10/20/2000 + J.P. Morgan + Coverage Initiated + at Buy + + + + 10/17/2000 + Paine Webber + Upgraded + to Buy from Attractive + + + + 10/05/2000 + William Blair + Coverage Initiated + at Lt Buy + + + + 06/06/2000 + S G Cowen + Upgraded + to Buy from Neutral + + + + + + Briefing.com is the leading Internet provider of live market analysis for +U.S. Stock, U.S. Bond and world FX market participants. + + , 1999-2001 Earnings.com, Inc., All rights reserved + about us | contact us | webmaster | site map + privacy policy | terms of service " +"allen-p/discussion_threads/551.","Message-ID: <25602839.1075855712341.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 10:32:00 -0700 (PDT) +From: perfmgmt@enron.com +To: pallen@enron.com +Subject: Mid-Year 2001 Performance Feedback +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Performance Evaluation Process (PEP)"" +X-To: ""ALLEN, PHILLIP K"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +ALLEN, PHILLIP K, +? +You have been selected to participate in the Mid Year 2001 Performance +Management process. Your feedback plays an important role in the process, +and your participation is critical to the success of Enron's Performance +Management goals. +? +To complete a request for feedback, access PEP at http://pep.enron.com and +select Complete Feedback from the Main Menu. You may begin providing +feedback immediately and are requested to have all feedback forms completed +by Friday, May 25, 2001. +? +If you have any questions regarding PEP or your responsibility in the +process, please contact the PEP Help Desk at: +Houston: 1.713.853.4777, Option 4 or email: perfmgmt@enron.com +London: 44.207.783.4040, Option 4 or email: pep.enquiries@enron.com +? +Thank you for your participation in this important process. +? +The following is a CUMULATIVE list of employee feedback requests with a +status of ""OPEN."" Once you have submitted or declined an employee's request +for feedback, their name will no longer appear on this list. NOTE: YOU WILL +RECEIVE THIS MESSAGE EACH TIME YOU ARE SELECTED AS A REVIEWER. +? +Employee Name: +GIRON, DARRON +SHIM, YEUN SUNG" +"allen-p/discussion_threads/552.","Message-ID: <4895849.1075855712365.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:39:00 -0700 (PDT) +From: ei_editor@ftenergy.com +To: einsighthtml@spector.ftenergy.com +Subject: Texas puts reliability rules through paces +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor +X-To: EINSIGHTHTML@SPECTOR.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear Energy Insight Subscribers.?If you cannot read?this version of the= +=20 +Energy Insight daily e-mail,?please click on this link=20 +http://public.resdata.com/essentials/user_pref.asp?module=3DEN?and change = +your=20 +user preferences?to reflect plain text e-mail rather than HTML e-mail.?Tha= +nk=20 +you for your patience.?If you have any questions, feel free to contact us= +=20 +at 1-800-424-2908 (1-720-548-5700 if your are outside the U.S.) or e-mail = +us=20 +at custserv@ftenergy.com. +???? +? +[IMAGE] + + + + + + + + +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] + + + + + + + + +[IMAGE] + +[IMAGE] + +[IMAGE] + +[IMAGE] + + +? +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Updated: May 15, 2001 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Texas puts reliability rules through paces +=09The Texas Public Utility Commission (PUC) recently approved new reliabi= +lity=20 +rules for the state's main power grid. The goal was to scrutinize rules=20 +governing other deregulated markets to see how well they have worked and= +=20 +then find the best route for the Electric Reliability Council of Texas =20 +(ERCOT). +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Capital markets love energy-related firms +=09Energy companies dominate stock offerings, IPOs +=09 +=09Generators garner the most attention, money +=09 +=09Good times bound to end +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09Mollusks create mayhem for power plants +=09Costs high to fight zebra mussels +=09 +=09Authorities warn of other damaging invaders +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09Gas use for power generation leveled out in 2000 +=09Coal still fuel of choice +=09 +=09Value to balanced-fuel portfolio +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09Florida Power outlines benefits of lat year=01,s merger +=09go to full story... +=09 +=09NSTAR files with FERC for consumer protection order +=09go to full story... +=09 +=09CPUC set to approve plan to repay state for power buys +=09go to full story... +=09 +=09London Electricity=01,s bid for Seeboard rejected, reports say +=09go to full story... +=09 +=09Tennessee Gas announces open season for ConneXion project +=09go to full story... +=09 +=09Avista names CEO Ely as chairman +=09go to full story...=20 +=09 +=09Kerr-McGee announces $1.25B deal +=09go to full story... +=09 +=09Utility.com to refund $70,000 to Pa. customers +=09go to full story... +=09 +=09Conoco to build $75M gas-to-liquids demonstration plant +=09go to full story... +=09 +=09DPL to add 160 MW in Ohio by 2002 +=09go to full story... +=09 +=09 +=09To view all of today's Executive News headlines,=20 +=09click here=20 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09, Copyright , 2001 - FT Energy, All Rights Reserved. ""FT"" and ""Financia= +l=20 +Times"" are trademarks of The Financial Times Ltd. =20 +=09 +=09 +=09 +=09Market Brief +=09 +=09Monday, May 14 +=09 +=09Stocks +=09Close +=09Change +=09% Change +=09DJIA +=0910,877.33 +=0956.0=20 +=090.52% +=09DJ 15 Util. +=09391.04 +=094.4=20 +=091.14% +=09NASDAQ +=092,081.92 +=09(25.51) +=09-1.21% +=09S&P 500 +=091,248.92 +=093.3=20 +=090.26% +=09 +=09 +=09 +=09 +=09Market Vols +=09Close +=09Change +=09% Change +=09AMEX (000) +=0981,841 +=09(9,583.0) +=09-10.48% +=09NASDAQ (000) +=091,339,184 +=09(92,182.0) +=09-6.44% +=09NYSE (000) +=09853,420 +=09(44,664.0) +=09-4.97% +=09 +=09 +=09 +=09 +=09Commodities +=09Close +=09Change +=09% Change +=09Crude Oil (Jun) +=0928.81 +=090.26=20 +=090.91% +=09Heating Oil (Jun) +=090.7525 +=09(0.008) +=09-1.05% +=09Nat. Gas (Henry) +=094.435 +=090.157=20 +=093.67% +=09Palo Verde (Jun) +=09365.00 +=090.00=20 +=090.00% +=09COB (Jun) +=09320.00 +=09(5.00) +=09-1.54% +=09PJM (Jun) +=0962.00 +=090.00=20 +=090.00% +=09 +=09 +=09 +=09 +=09Dollar US $ +=09Close +=09Change +=09% Change +=09Australia $=20 +=091.927 +=090.013=20 +=090.68% +=09Canada $? =20 +=091.552 +=090.001=20 +=090.06% +=09Germany Dmark=20 +=092.237 +=090.005=20 +=090.22% +=09Euro?=20 +=090.8739 +=09(0.001) +=09-0.16% +=09Japan _en=20 +=09123.30 +=090.700=20 +=090.57% +=09Mexico NP +=099.16 +=09(0.040) +=09-0.43% +=09UK Pound? =20 +=090.7044 +=09(0.0004) +=09-0.06% +=09 +=09 +=09 +=09 +=09Foreign Indices +=09Close +=09Change +=09% Change +=09Arg MerVal +=09415.60 +=09(3.83) +=09-0.91% +=09Austr All Ord. +=093,319.20 +=09(7.10) +=09-0.21% +=09Braz Bovespa +=0914236.94 +=09(256.26) +=09-1.77% +=09Can TSE 300=20 +=098010 +=09(13.67) +=09-0.17% +=09Germany DAX +=096064.68 +=09(76.34) +=09-1.24% +=09HK HangSeng +=0913259.17 +=09(377.44) +=09-2.77% +=09Japan Nikkei 225=20 +=0913873.02 +=09(170.90) +=09-1.22% +=09Mexico IPC=20 +=096042.03 +=09(68.33) +=09-1.12% +=09UK FTSE 100 +=095,690.50 +=09(206.30) +=09-3.50% +=09 +=09 +=09 +=09 +=09 +=09 +=09Source:? Yahoo! & TradingDay.com +=09 +=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09Advertise on Energy Insight=20 +=09=09 +=09=09[IMAGE] +=09=09 +=09=09 +=09=09? +=09=09=09?=20 + + - market briefs.xls" +"allen-p/discussion_threads/553.","Message-ID: <9079785.1075855712476.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:09:00 -0700 (PDT) +From: yahoo-delivers@yahoo-inc.com +To: pallen@ect.enron.com +Subject: Yahoo! Newsletter, May 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Yahoo! Delivers +X-To: pallen@ect.enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +[IMAGE] +Yahoo! sent this email to you because your Yahoo! Account Information =20 +indicated that you wish to receive special offers. If you do not want to=20 +receive further mailings from Yahoo! Delivers, unsubscribe now by clickin= +g=20 +here. You are subscribed at: pallen@ect.enron.com + +masthead=09 Yahoo!=20 +=09 +=09 + + + +May 2001 + + +Greetings! Here's a look at some of the things happening on Yahoo! in May: + + + + + + + +New Features & Services + + +[IMAGE] +Find Last Minute Mother's Day Gifts - Don't panic if you haven't found th= +e=20 +perfect gift for Mom. Visit the Last Minute Mother's Day Gift Center on=20 +Yahoo! Shopping. You'll find outstanding merchants and guaranteed delivery = +in=20 +time for Mom's special day. +[IMAGE] +Got Stuff to Sell? 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Real-Time Package for $9.95/month and you'll receive real-time= +=20 +quotes, breaking news, and live market coverage. Use the MarketTracker to= +=20 +monitor your portfolio -- this powerful tool streams continuous market=20 +updates live to your desktop. You can easily access these real-time feature= +s=20 +through Yahoo! Finance, My Yahoo!, or via your mobile phone, pager, or PDA.= +=20 + + + + +Let's Talk About... +[IMAGE] +Safe Surfing for the Whole Family - Yahooligans! is Yahoo!'s web guide fo= +r=20 +kids, a directory of kid-appropriate sites screened by a staff of=20 +experienced educators. =20 + +Kids can have fun with daily jokes, news stories, online games, and Ask=20 +Earl. Check out the Parents' Guide for tips on how your family can use=20 +Yahooligans! and the Internet. =20 + +Yahooligans! Messenger is a safe way for kids to chat online in real time= +=20 +with their friends. On Yahooligans! Messenger, only people on your child= +'s=20 +""Friends"" list can send messages. This means that you don't have to worry= +=20 +about who might be trying to contact your child.=20 +=09?=09 +=09=09 +=09=09Short Takes +=09=09 +=09=09 +=09=09=0F=07 +=09=09Mother's Day Greetings - send your mom an online card this May 13. Do= +n't=20 +forget! +=09=09=0F=07 +=09=09Golf Handicap Tracker - track your golf game this summer. It's free = +from=20 +Yahoo! Sports. +=09=09=0F=07 +=09=09Buzz Index in My Yahoo! - the newest module on My Yahoo! presents a d= +aily=20 +look at what's hot in television, movies, music, sports. Follow the movers= +=20 +and leaders on your personalized Yahoo! page. +=09=09? +=09=09 +=09=09 +=09=09 +=09=09Tips & Tricks +=09=09 +=09=09 +=09=09 +=09=09Stay Alert: Yahoo! Alerts provide the information that's essential to= + you,=20 +delivered right to your email, Yahoo! Messenger, or mobile device. 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If you have previously unsubscribed from Yahoo! Delivers, but have= +=20 +received this mailing, please note that it takes approximately five busines= +s=20 +days to process your request. For further assistance with unsubscribing, yo= +u=20 +may contact a Yahoo! Delivers representative by email by clicking here." +"allen-p/discussion_threads/554.","Message-ID: <18386031.1075863688004.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 07:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.l.johnson@enron.com, john.shafer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: david.l.johnson@enron.com, John Shafer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please cc the following distribution list with updates: + +Phillip Allen (pallen@enron.com) +Mike Grigsby (mike.grigsby@enron.com) +Keith Holst (kholst@enron.com) +Monique Sanchez +Frank Ermis +John Lavorato + + +Thank you for your help + +Phillip Allen +" +"allen-p/discussion_threads/555.","Message-ID: <11264387.1075863688055.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 06:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Randy, + + Can you send me a schedule of the salary and level of everyone in the +scheduling group. Plus your thoughts on any changes that need to be made. +(Patti S for example) + +Phillip" +"allen-p/discussion_threads/56.","Message-ID: <27298720.1075855674491.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 06:10:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +address: http://ectpdx-sunone.ect.enron.com/~ctatham/navsetup/index.htm + + +id: pallen +password: westgasx" +"allen-p/discussion_threads/57.","Message-ID: <19841931.1075855674514.JavaMail.evans@thyme> +Date: Tue, 30 May 2000 06:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com +Subject: Transport p&l +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/30/2000 +01:32 PM --------------------------- + + + + From: Colleen Sullivan 05/30/2000 09:18 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Transport p&l + +Phillip-- +I've noticed one thing on your intra-month transport p&l that looks strange +to me. Remember that I do not know the Northwest at all, so this may not be +an issue, but I'll point it out and let you decide. Let me know if this is +O.K. as is, so I'll know to ignore it in the future. Also, if you want me to +get with Kim and the Sitara people to change the mapping, let me know and +I'll take care of it.. + +On PG&E NW, it appears that PGEN Kingsgate is mapped to a Malin Citygate +curve instead of a Kingsgate curve, resulting in a total transport loss of +$235,019. +(If the mapping were changed, it should just reallocate p&l--not change your +overall p&l.) Maybe there is a reason for this mapping or maybe it affects +something else somewhere that I am not seeing, but anyway, here are the Deal +#'s, paths and p&l impacts of each. + 139195 From Kingsgate to Malin ($182,030) + 139196 From Kingsgate to PGEN/Tuscarora ($ 4,024) + 139197 From Kingsgate to PGEN Malin ($ 8,271) + 231321 From Kingsgate to Malin ($ 38,705) + 153771 From Kingsgate to Stanfield ($ 1,988) + Suggested fix: Change PGEN Kingsgate mapping from GDP-Malin Citygate to +GDP-Kingsgate. + + Clay Basin storage--this is really a FYI more than anything else--I see five +different tickets in Sitara for Clay Basin activity--one appears to be for +withdrawals and the other four are injections. Clay Basin is valued as a +Questar curve, which is substantially below NWPL points. What this means is +that any time you are injecting gas, these tickets will show transport +losses; each time you are withdrawing, you will show big gains on transport. +I'm not sure of the best way to handle this since we don't really have a +systematic Sitara way of handling storage deals. In an ideal world, it seems +that you would map it the way you have it today, but during injection times, +the transport cost would pass through as storage costs. Anyway, here's the +detail on the tickets just for your info, plus I noticed three days where it +appears we were both withdrawing and injecting from Clay Basin. There may be +an operational reason why this occurred that I'm not aware of, and the dollar +impact is very small, but I thought I'd bring it to your attention just in +case there's something you want to do about it. The columns below show the +volumes under each ticket and the p&L associated with each. + +Deal # 251327 159540 265229 +106300 201756 +P&L $29,503 ($15,960) ($3,199) +($2,769) ($273) +Rec: Ques/Clay Basin/0184 NWPL/Opal 543 NWPL/Opal Sumas NWPL/S of +Gr Rvr +Del: NWPL/S of Green River/Clay Ques/Clay Basin/0852 Ques/Clay +Basin/0852 Ques/Clay Basin Ques/Clay Basin +1 329 8,738 +2 1,500 +3 2,974 11,362 +4 6,741 12,349 1,439 +5 19,052 3,183 +9 333 +13 30,863 2,680 +14 30,451 +15 35,226 +16 6,979 235 +17 17,464 +18 9,294 +20 10,796 771 +21 17,930 +22 10,667 +23 14,415 9,076 +25 23,934 8,695 +26 3,284 +27 1,976 +28 1,751 +29 1,591 +30 20,242 + + +" +"allen-p/discussion_threads/58.","Message-ID: <19398710.1075855674536.JavaMail.evans@thyme> +Date: Fri, 2 Jun 2000 08:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Click on this attachment to see the format to record expenses. You can keep +a log on paper or on the computer. The computer would be better for sending +me updates. + + + +What do you think about being open until noon on Saturday. This might be +more convenient for collecting rent and showing open apartments. +We can adjust office hours on another day. + +Phillip" +"allen-p/discussion_threads/59.","Message-ID: <19261486.1075855674557.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + +" +"allen-p/discussion_threads/6.","Message-ID: <27659239.1075855673357.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 16:29:00 -0800 (PST) +From: matt@fastpacket.net +To: strawbale@crest.org +Subject: RE: concrete stain +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Matt"" +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +> Hi, +> We recently faced the same questions concerning our cement floor finishing +> here's what we found. +> +> Oringinal Plan: was for stamped and pigmented (color added at the cement +plant) +> with stained accents and highlighting to simulate a sautillo tile. Our +project +> is rather large 2900 sq ft SB house with 1800 sq ft porch surrounding it. +Lot's +> of cement approx. 160 sq yds. After looking at the costs we changed our +minds +> rather quickly. +> +> Labor for Stamping Crew $2500.00 +> Davis Color Stain 4lbs per yd x 100 yds x $18 lb $7200.00 +> +> These are above and beyond the cost of the concrete. +> +> Actual Result: Took a truck and trailer to Mexico and handpicked Sautillo +tiles +> for inside the house. Changed the color of the cement on the porch to 1lb +per yd +> mix color, added the overrun tiles we had left over as stringers in the +porch +> and accented with acid etched stain. +> +> Tiles and Transportation $3000.00 +> Labor, mastic and beer. tile setting (did it myself) $1400.00 +> Acid Stain for porch $ 350.00 +> Davis Pigment $15 x 40 yds $ 600.00 +> +> I can get you the info on the stain if you like, I ordered it from a +company the +> web, can't remember off hand who. I ordered a sample kit for $35.00 which +has 7 +> colors you can mix and match for the results you want. It was easy to work +with +> much like painting in water colors on a large scale. +> +> Hope this helps you out, +> +> Matt Kizziah +>" +"allen-p/discussion_threads/60.","Message-ID: <28195626.1075855674578.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:26 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/discussion_threads/61.","Message-ID: <28200062.1075855674600.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:27 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/discussion_threads/62.","Message-ID: <2092618.1075855674621.JavaMail.evans@thyme> +Date: Thu, 8 Jun 2000 10:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Check out NP Gen & Load. (aMW)" +"allen-p/discussion_threads/63.","Message-ID: <5589157.1075855674654.JavaMail.evans@thyme> +Date: Mon, 12 Jun 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Thoughts on Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/12/2000 +10:55 AM --------------------------- + + + + From: Tim Belden 06/11/2000 07:26 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Thoughts on Presentation + +It is a shame that the CAISO doesn't provide actual generation by unit. The +WSCC data, which is dicey and we don't have until July 1999, and the CEMMS, +which comes on a delay, are ultimately our best sources. For your purposes +the CAISO may suffice. I think that you probably know this already, but +there can be a siginificant difference between ""scheduled"" and ""actual"" +generation. You are pulling ""scheduled."" If someone doesn't schedule their +generation and then generates, either instructed or uninstructed, then you +will miss that. You may also miss generation of the northern california +munis such as smud who only schedule their net load to the caiso. That is, +if they have 1500 MW of load and 1200 MW of generation, they may simply +schedule 300 MW of load and sc transfers or imports of 300 MW. Having said +all of that, it is probably close enough and better than your alternatives on +the generation side. + +On the load side I think that I would simply use CAISO actual load. While +they don't split out NP15 from SP15, I think that using the actual number is +better than the ""scheduled"" number. The utilities play lots of game on the +load side, usually under-scheduling depending on price. + +I think the presentation looks good. It would be useful to share this with +others up here once you have it finished. I'd like to see how much gas +demand goes up with each additional GW of gas-generated electricity, +especially compared to all gas consumption. I was surprised by how small the +UEG consumption was compared to other uses. If it is the largest marginal +consumer then it is obviously a different story. + +Let's talk. +" +"allen-p/discussion_threads/64.","Message-ID: <18118129.1075855674675.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 03:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone.ect.enron.com/~theizen/wsccnav/" +"allen-p/discussion_threads/65.","Message-ID: <4933036.1075855674696.JavaMail.evans@thyme> +Date: Fri, 23 Jun 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: torrey.moorer@enron.com +Subject: FT-Denver book on EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/23/2000 +11:45 AM --------------------------- + + Enron North America Corp. + + From: Michael Walters 06/21/2000 04:17 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Paul T Lucci/DEN/ECT@Enron +cc: Tara Sweitzer/HOU/ECT@ECT +Subject: FT-Denver book on EOL + +Phil or Paul: + +Please forward this note to Torrey Moorer or Tara Sweitzer in the EOL +department. It must be sent by you. + +Per this request, we are asking that all financial deals on EOL be bridged +over to the FT-Denver book instead of the physical ENA IM-Denver book. + +Thanks in advance. + +Mick Walters +3-4783 +EB3299d +" +"allen-p/discussion_threads/66.","Message-ID: <30091151.1075855674718.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 06:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Download Frogger before it hops away! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/26/2000 +01:57 PM --------------------------- + + +""the shockwave.com team"" on 06/23/2000 +10:49:22 PM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Download Frogger before it hops away! + + +Dear Phillip, + +Frogger is leaving shockwave.com soon... + +Save it to your Shockmachine now! + +Every frog has his day - games, too. Frogger had a great run as an +arcade classic, but it is leaving the shockwave.com pond soon. The +good news is that you can download it to your Shockmachine and +own it forever! + +Don't know about Shockmachine? You can download Shockmachine for free +and save all of your downloadable favorites to play off-line, +full-screen, whenever you want. + +Download Frogger by noon, PST on June 30th, while it's still on +the site! + +the shockwave.com team + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + +#27279 + + + + + + + +" +"allen-p/discussion_threads/67.","Message-ID: <9583866.1075855674740.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 05:33:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: gas storage model +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +12:32 PM --------------------------- + + +Zimin Lu +06/14/2000 07:09 AM +To: Mark Breese/HOU/ECT@ECT +cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Colleen +Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT +Subject: gas storage model + + +Mark, + +We are currently back-testing the storage model. +The enclosed version contains deltas and decision +variable. + +You mentioned that you have resources to run the model. Please do so. +This will help us to gain experience with the market vs the +model. + +I am going to distribute an article by Caminus, an software vendor. +The article illustrates the optionality associated with storage operation +very well. The Enron Research storage model is a lot like that, although +implementation may be +different. + +Let me know if you have any questions. + +Zimin + + + +" +"allen-p/discussion_threads/68.","Message-ID: <14775467.1075855674761.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: West Power Strategy Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +04:39 PM --------------------------- + + +TIM HEIZENRADER +06/27/2000 11:35 AM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: West Power Strategy Materials + +Charts for today's meeting are attached: +" +"allen-p/discussion_threads/69.","Message-ID: <28485062.1075855674785.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: (Reminder) Update GIS Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +What is GIS info? Can you do this? + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/30/2000 +12:53 PM --------------------------- + + Enron North America Corp. + + From: David W Delainey 06/30/2000 07:42 AM + + +Sent by: Kay Chapman +To: Raymond Bowen/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Janet R +Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, George McClellan/HOU/ECT@ECT, Jere C +Overdyke/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A +Shankman/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT, Mark E +Haedicke/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Julia Murray/HOU/ECT@ECT, +Greg Hermans/Corp/Enron@Enron, Paul Adair/Corp/Enron@Enron, Jeffery +Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, +Brad Alford/ECP/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Michael J Beyer/HOU/ECT@ECT, +Brian Bierbach/DEN/ECT@Enron, Donald M- ECT Origination Black/HOU/ECT@ECT, +Greg Blair/Corp/Enron@Enron, Brad Blesie/Corp/Enron@ENRON, Michael W +Bradley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, Cary M Carrabine/Corp/Enron@Enron, George +Carrick/HOU/ECT@ECT, Douglas Clifford/Corp/Enron@ENRON, Bob +Crane/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Kent Densley/Corp/Enron@Enron, +Timothy J Detmering/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Ranabir +Dutt/Corp/Enron@Enron, Craig A Fox/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, +David Howe/Corp/Enron@ENRON, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Jeff Kinneman/HOU/ECT@ECT, Kyle Kitagawa/CAL/ECT@ECT, +Fred Lagrasta/HOU/ECT@ECT, Billy Lemmons/Corp/Enron@ENRON, Laura +Luce/Corp/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Randal +Maffett/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT, Michael McDonald/SF/ECT@ECT, +Jesus Melendrez/Corp/Enron@Enron, mmiller3@enron.com, Rob +Milnthorp/CAL/ECT@ECT, Gil Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Michelle Parks/Corp/Enron@Enron, David +Parquet/SF/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Steve +Pruett/Corp/Enron@Enron, Daniel Reck/HOU/ECT@ECT, Andrea V Reed/HOU/ECT@ECT, +Jim Schwieger/HOU/ECT@ECT, Cliff Shedd/NA/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Stuart Staley/LON/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, +Thomas M Suffield/Corp/Enron@ENRON, Bruce Sukaly/Corp/Enron@Enron, Jake +Thomas/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Carl +Tricoli/Corp/Enron@Enron, Max Yzaguirre/NA/Enron@ENRON, Sally +Beck/HOU/ECT@ECT, Nick Cocavessis/Corp/Enron@ENRON, Peggy +Hedstrom/CAL/ECT@ECT, Sheila Knudsen/Corp/Enron@ENRON, Jordan +Mintz/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Bryan Burnett/HOU/ECT@ECT, James I Ducote/HOU/ECT@ECT, +Douglas B Dunn/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Barbara N +Gray/HOU/ECT@ECT, Robert Greer/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, +Andrew Kelemen/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Jesse +Neyman/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, +William Rome/HOU/ECT@ECT, Lance Schuler-Legal/HOU/ECT@ECT, Vasant +Shanbhogue/HOU/ECT@ECT, Gregory L Sharp/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, +Sheila Tweed/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Mark Dobler/NA/Enron@Enron, +Thomas A Martin/HOU/ECT@ECT, Steven Schneider/Enron@Gateway +cc: Cindy Skinner/HOU/ECT@ECT, Ted C Bland/HOU/ECT@ECT, David W +Delainey/HOU/ECT@ECT, Marsha Schiller/HOU/ECT@ECT, Shirley +Tijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Stella L +Ely/HOU/ECT@ECT, Kimberly Hillis/HOU/ECT@ect, Yolanda Ford/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Katherine Benedict/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Janette Elbertson/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Carolyn +George/Corp/Enron@ENRON, Kimberly Brown/HOU/ECT@ECT, Claudette +Harvey/HOU/ECT@ect, Terrellyn Parker/HOU/ECT@ECT, Maria Elena +Mendoza/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Debra Davidson/PDX/ECT@ECT, +Jessica A Wentworth/DEN/ECT@Enron, Catherine DuMont/PDX/ECT@ECT, Betty J +Coneway/HOU/ECT@ECT, Nicole Mayer/HOU/ECT@ECT, Sherri Carpenter/HOU/ECT@ECT, +Susan Fallon/Corp/Enron@ENRON, Tina Rode/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Iris Wong/CAL/ECT@ECT, Rebecca.Young@enron.com, Maxine +E Levingston/Corp/Enron@Enron, Lynn Pikofsky/Corp/Enron@ENRON, Luann +Mitchell/Corp/Enron@Enron, Ana Alcantara/HOU/ECT@ECT, Deana +Fortine/Corp/Enron@ENRON, Deborah J Edison/HOU/ECT@ECT, Lisa +Zarsky/HOU/ECT@ECT, Angela McCulloch/CAL/ECT@ECT, Dusty Warren +Paez/HOU/ECT@ECT, Cristina Zavala/SF/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Denys +Watson/Corp/Enron@ENRON, Angie Collins/HOU/ECT@ECT, Tammie +Davis/NA/Enron@Enron, Gerry Taylor/Corp/Enron@ENRON, Lorie Leigh/HOU/ECT@ECT, +Airam Arteaga/HOU/ECT@ECT, Tina Tennant/HOU/ECT@ECT, Mollie +Gustafson/PDX/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Patti +Thompson/HOU/ECT@ECT, Leticia Leal/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Rhonna Palmer/HOU/ECT@ECT, Irena D Hogan/HOU/ECT@ECT, +Joya Davis/HOU/ECT@ECT, Erica Braden/HOU/ECT@ECT, Anabel +Gutierrez/HOU/ECT@ECT, Jenny Helton/HOU/ECT@ect, Christine +Drummond/HOU/ECT@ECT, Kevin G Moore/HOU/ECT@ECT, Dina Snow/Corp/Enron@Enron, +Lillian Carroll/HOU/ECT@ECT, Taffy Milligan/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Nancy Hall/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, +Crystal Blair/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Melissa Jones/NA/Enron@ENRON, Beth A Ryan/HOU/ECT@ECT, +Shirley Crenshaw/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Amy +Cooper/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT +Subject: (Reminder) Update GIS Information + +This is a reminder !!! If you haven't taken the time to update your GIS +information, please do so. It is essential that this function be performed +as soon as possible. Please read the following memo sent to you a few days +ago and if you have any questions regarding this request, please feel free to +call Ted Bland @ 3-5275. + +With Enron's rapid growth we need to maintain an ability to move employees +between operating companies and new ventures. To do this it is essential to +have one process that will enable us to collect , update and retain employee +data. In the spirit of One Enron, and building on the success of the +year-end Global VP/MD Performance Review Process, the Enron VP/MD PRC +requests that all Enron Vice Presidents and Managing Directors update their +profiles. Current responsibilities, employment history, skills and education +need to be completed via the HR Global Information System. HRGIS is +accessible via the HRWEB home page on the intranet. Just go to +hrweb.enron.com and look for the HRGIS link. Or just type eglobal.enron.com +on the command line of your browser. + +The target date by which to update these profiles is 7 July. If you would +like to have a hard copy of a template that could be filled out and returned +for input, or If you need any assistance with the HRGIS application please +contact Kathy Schultea at x33841. + +Your timely response to this request is greatly appreciated. + + +Thanks, + + +Dave" +"allen-p/discussion_threads/7.","Message-ID: <5730999.1075855673379.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 01:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: +Cc: tara.sweitzer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tara.sweitzer@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Tara Sweitzer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda, + +Please authorize and forward to Tara Sweitzer. + +Please set up the following with the ability to setup and manage products in +stack manager: + + Steve South + Tory Kuykendall + Janie Tholt + Frank Ermis + Matt Lenhart + + Note: The type of product these traders will be managing is less than +1 month physical in the west. + + +Also please grant access & passwords to enable the above traders to execute +book to book trades on EOL. If possible restrict their +execution authority to products in the first 3 months. + +Thank you + +Phillip Allen" +"allen-p/discussion_threads/70.","Message-ID: <27371144.1075855674807.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 08:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Executive Impact and Influence Course +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +What are my choices for dates? +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/06/2000 +03:44 PM --------------------------- + + +David W Delainey +06/29/2000 10:48 AM +To: Jeffery Ader/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, +Bryan Burnett/HOU/ECT@ECT, George Carrick/HOU/ECT@ECT, Joseph +Deffner/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Craig A Fox/HOU/ECT@ECT, +Julie A Gomez/HOU/ECT@ECT, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Fred Lagrasta/HOU/ECT@ECT, John J +Lavorato/Corp/Enron@Enron, Thomas A Martin/HOU/ECT@ECT, Gil +Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Hunter S Shively/HOU/ECT@ECT, Bruce Sukaly/Corp/Enron@Enron, Colleen +Sullivan/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, +Carl Tricoli/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT +cc: Billy Lemmons/Corp/Enron@ENRON, Mark Frevert/NA/Enron@Enron +Subject: Executive Impact and Influence Course + +Folks, you are the remaining officers of ENA that have not yet enrolled in +this mandated training program. It is ENA's goal to have all its officers +through the program before the end of calendar year 2000. The course has +received very high marks for effectiveness. Please take time now to enroll +in the program. Speak to your HR representative if you need help getting +signed up. + +Regards +Delainey +" +"allen-p/discussion_threads/71.","Message-ID: <29113598.1075855674828.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 09:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@tgn.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@tgn.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + The word document attached is a notice/consent form for the sale. The excel +file is an amortization table for the note. +You can use the Additional Principal Reduction to record prepayments. Please +email me back to confirm receipt. + + +Phillip + + + + + +" +"allen-p/discussion_threads/72.","Message-ID: <21523843.1075855674850.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, kenneth.shulklapper@enron.com +Subject: Natural Gas Customers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/10/2000 +04:40 PM --------------------------- + + +Scott Neal +07/10/2000 01:19 PM +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Elsa +Villarreal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: +Subject: Natural Gas Customers + + +---------------------- Forwarded by Scott Neal/HOU/ECT on 07/10/2000 03:18 PM +--------------------------- + + +Jason Moore +06/26/2000 10:44 AM +To: Scott Neal/HOU/ECT@ECT +cc: Joel Henenberg/NA/Enron@Enron, Mary G Gosnell/HOU/ECT@ECT +Subject: Natural Gas Customers + +Attached please find a spreadsheet containing a list of natural gas customers +in the Global Counterparty database. These are all active counterparties, +although we may not be doing any business with them currently. If you have +any questions, please feel free to call me at x33198. + + + +Jason Moore + + +" +"allen-p/discussion_threads/73.","Message-ID: <911207.1075855674871.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: System Meeting 7/11 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +06:12 AM --------------------------- + + Enron North America Corp. + + From: John J Lavorato 07/10/2000 04:03 PM + + +Sent by: Kimberly Hillis +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: System Meeting 7/11 + +This is to confirm a meeting for tomorrow, Tuesday, July 11 at 2:00 pm. +Please reference the meeting as Systems Meeting and also note that there will +be a follow up meeting. The meeting will be held in EB3321. + +Call Kim Hillis at x30681 if you have any questions. + +k" +"allen-p/discussion_threads/74.","Message-ID: <13850558.1075855674893.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@surffree.com +Subject: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@surffree.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +testing" +"allen-p/discussion_threads/75.","Message-ID: <19234943.1075855674914.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: celeste.roberts@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Celeste Roberts +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041" +"allen-p/discussion_threads/76.","Message-ID: <18296616.1075855674935.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Systems Meeting 7/18 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Kimberly Hillis 07/11/2000 01:16 PM + + +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Steve +Jackson/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT +cc: Barbara Lewis/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Cherylene R +Westbrook/HOU/ECT@ECT, Patti Thompson/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, +Irena D Hogan/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT +Subject: Systems Meeting 7/18 + +Please note that John Lavorato has scheduled a Systems Meeting on Tuesday, +July 18, from 2:00 - 3:00 p.m. in EB3321. + +Please call me at x30681 if you have any questions. + +Thanks + +Kim Hillis + +" +"allen-p/discussion_threads/77.","Message-ID: <18420386.1075855674957.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:59 PM --------------------------- + + + + From: Robert Badeer 07/11/2000 02:44 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/discussion_threads/78.","Message-ID: <18243791.1075855674978.JavaMail.evans@thyme> +Date: Wed, 12 Jul 2000 07:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/12/2000 +02:18 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 02:58 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Sorry, I didn't attach the form. There is one for Associates and one for +Analyst. + + +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:57 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 04:57 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Hey Phillip, +I received your note from Celeste. I am the ENA Staffing Coordinator and +need for you to fill out the attached Needs Assessment form before I can send +you any resumes. Also, would you be interested in the new class? Analysts +start with the business units on Aug. 3rd and Assoc. start on Aug. 28th. We +are starting to place the Associates and would like to see if you are +interested. Please let me know. + +Once I receive the Needs Assessment back (and you let me know if you can wait +a month,) I will be happy to pull a couple of resumes for your review. If +you have any questions, please let me know. Thanks. +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:50 PM --------------------------- + + + + From: Dolores Muzzy 07/11/2000 04:17 PM + + +To: Jana Giovannini/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +I believe Phillip Allen is from ENA. + +Dolores +---------------------- Forwarded by Dolores Muzzy/HOU/ECT on 07/11/2000 04:17 +PM --------------------------- + + + + From: Phillip K Allen 07/11/2000 12:54 PM + + +To: Celeste Roberts/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041 + + + + + + +" +"allen-p/discussion_threads/79.","Message-ID: <3005317.1075855675001.JavaMail.evans@thyme> +Date: Thu, 13 Jul 2000 03:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Project Elvis and Cactus Open Gas Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/13/2000 +10:24 AM --------------------------- +From: Andy Chen on 07/12/2000 02:14 PM +To: Michael Etringer/HOU/ECT@ECT +cc: Frank W Vickers/HOU/ECT@ECT, Saji John/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: Project Elvis and Cactus Open Gas Position + +Mike-- + +Here are the net open Socal border positions we have for Elvis and Cactus. +Let's try and set up a conference call with Phillip and John to talk about +their offers at the back-end of their curves. + +Roughly speaking, we are looking at a nominal 3750 MMBtu/d for 14 years from +May 2010 on Elvis, and 3000 MMBtu/d on Cactus fromJune 2004 to April 2022. + +Andy + + + +" +"allen-p/discussion_threads/8.","Message-ID: <19692740.1075855673400.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 02:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +forecast for socal demand/rec/storage. Looks like they will need more gas at +ehrenberg.(the swing receipt point) than 98 or 99. +" +"allen-p/discussion_threads/80.","Message-ID: <10954762.1075855675023.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.davis@enron.com, niamh.clarke@enron.com, sonya.clarke@enron.com +Subject: El Paso Blanco Avg product +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank L Davis, Niamh Clarke, Sonya Clarke +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/14/2000 +02:00 PM --------------------------- + + Enron North America Corp. + + From: Kenneth Shulklapper 07/14/2000 06:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: El Paso Blanco Avg product, + + + +Please extend all internal gas traders view access to the new El Paso Blanco +Avg physical NG product. + +Tori Kuykendahl and Jane Tholt should both have administrative access to +manage this on EOL. + +If you have any questions, please call me on 3-7041 + +Thanks, + +Phillip Allen +" +"allen-p/discussion_threads/81.","Message-ID: <3525827.1075855675046.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com +Subject: Comments on Order 637 Compliance Filings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +fyi CIG + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/17/2000 +10:45 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 07/14/2000 02:31 PM + + +To: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Chris +Meyer/HOU/ECT@ECT, Judy Townsend/HOU/ECT@ECT, Theresa Branney/HOU/ECT@ECT, +Paul T Lucci/DEN/ECT@Enron, Jane M Tholt/HOU/ECT@ECT, Steven P +South/HOU/ECT@ECT, Frank Ermis/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +George Smith/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Jim Homco/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Ray +Hamman/HOU/EES@EES, Robert Superty/HOU/ECT@ECT, Edward Terry/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Brenda H +Fletcher/HOU/ECT@ECT, Jeff Coates/HOU/EES@EES, John Hodge/Corp/Enron@ENRON, +Janet Edwards/Corp/Enron@ENRON, Ruth Concannon/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Paul Tate/HOU/EES@EES, Phillip K Allen/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Barbara G Dillard/HOU/ECT@ECT, Gary L +Payne/HOU/ECT@ECT +cc: +Subject: Comments on Order 637 Compliance Filings + + + + +FYI + +Attached are initial comments of ENA which will be filed Monday in the Order +637 Compliance Filings of the indicated pipelines. (Columbia is Columbia +Gas.) For all other pipelines on the priority list, we filed plain +interventions. + + +" +"allen-p/discussion_threads/82.","Message-ID: <1448555.1075855675067.JavaMail.evans@thyme> +Date: Wed, 19 Jul 2000 03:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Interactive Information Resource +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/19/2000 +10:39 AM --------------------------- + + +Skipping Stone on 07/18/2000 06:06:28 PM +To: Energy.Professional@mailman.enron.com +cc: +Subject: Interactive Information Resource + + + +skipping stone animation +Have you seen us lately? + +Come see what's new + +www.skippingstone.com +Energy Experts Consulting to the Energy Industry +! + +" +"allen-p/discussion_threads/83.","Message-ID: <18901221.1075855675089.JavaMail.evans@thyme> +Date: Thu, 20 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the 1st draft of a wish list for systems. + +" +"allen-p/discussion_threads/84.","Message-ID: <13022942.1075855675110.JavaMail.evans@thyme> +Date: Tue, 25 Jul 2000 10:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: For Wade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Wade, + + I understood your number one priority was to deal with your vehicle +situation. You need to take care of it this week. Lucy can't hold the +tenants to a standard (vehicles must be in running order with valid stickers) +if the staff doesn't live up to it. If you decide to buy a small truck and +you want to list me as an employer for credit purposes, I will vouch for your +income. + +Phillip" +"allen-p/discussion_threads/85.","Message-ID: <1030561.1075855675132.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Price for Stanfield Term +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:44 AM --------------------------- + +Michael Etringer + +07/26/2000 08:32 AM + +To: Keith Holst/HOU/ECT@ect, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Price for Stanfield Term + +I am sending off a follow-up to a bid I submitted to Clark County PUD. They +have requested term pricing for Stanfield on a volume of 17,000. Could you +give me a basis for the period : + +Sept -00 - May 31, 2006 +Sept-00 - May 31, 2008 + +Since I assume you do not keep a Stanfield basis, but rather a basis off +Malin or Rockies, it would probably make sense to show the basis as an +adjustment to one of these point. Also, what should the Mid - Offer Spread +be on these terms. + +Thanks, Mike + +" +"allen-p/discussion_threads/86.","Message-ID: <6563115.1075855675155.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation Update 7/24/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:49 AM --------------------------- + + Enron North America Corp. + + From: Kristian J Lande 07/25/2000 02:24 PM + + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Tim Belden/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT, Tom +Alonso/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tim Heizenrader/PDX/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Generation Update 7/24/00 + + +" +"allen-p/discussion_threads/87.","Message-ID: <12860336.1075855675177.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com, beth.perlman@enron.com, hunter.shively@enron.com, + scott.neal@enron.com, thomas.martin@enron.com, john.arnold@enron.com +Subject: systems wish list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato, Beth Perlman, Hunter S Shively, Scott Neal, Thomas A Martin, John Arnold +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +attached is the systems wish list for the gas basis and physical trading +" +"allen-p/discussion_threads/88.","Message-ID: <19582820.1075855675198.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + +The only long term deal in the west that you could put prudency against is +the PGT transport until 2023 + +Phillip" +"allen-p/discussion_threads/89.","Message-ID: <26598129.1075855675219.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chris.gaskill@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +can you build something to look at historical prices from where we saved +curves each night. + +Here is an example that pulls socal only. +Improvements could include a drop down menu to choose any curve and a choice +of index,gd, or our curves. + +" +"allen-p/discussion_threads/90.","Message-ID: <22618822.1075855675240.JavaMail.evans@thyme> +Date: Sat, 5 Aug 2000 09:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Hunter, + +Are you watching Alberto? Do you have Yahoo Messenger or Hear Me turned on? + +Phillip" +"allen-p/discussion_threads/91.","Message-ID: <16395321.1075855675263.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, steven.south@enron.com +Subject: Gas fundamentals development website +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +07:05 AM --------------------------- + + +Chris Gaskill@ENRON +08/04/2000 03:13 PM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Hunter S Shively/HOU/ECT@ECT +Subject: Gas fundamentals development website + +Attached is the link to the site that we reviewed in today's meeting. The +site is a work in progress, so please forward your comments. + +http://gasfundy.dev.corp.enron.com/ + +Chris +" +"allen-p/discussion_threads/92.","Message-ID: <7169843.1075855675284.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: New Socal Curves +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: matt.smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +12:42 PM --------------------------- + + + + From: Jay Reitmeyer 08/07/2000 10:39 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect +cc: +Subject: New Socal Curves + + +" +"allen-p/discussion_threads/93.","Message-ID: <9594448.1075855675305.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Request Submitted: Access Request for frank.ermis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + I keep getting these security requests that I cannot approve. Please take +care of this. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:28 PM --------------------------- + + +ARSystem@ect.enron.com on 08/08/2000 07:17:38 AM +To: phillip.k.allen@enron.com +cc: +Subject: Request Submitted: Access Request for frank.ermis@enron.com + + +Please review and act upon this request. You have received this email because +the requester specified you as their Manager. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000001282&Email +=phillip.k.allen@enron.com to approve th + + + + +Request ID : 000000000001282 +Request Create Date : 8/8/00 9:15:59 AM +Requested For : frank.ermis@enron.com +Resource Name : Market Data Telerate Basic Energy +Resource Type : Applications + + + + + +" +"allen-p/discussion_threads/94.","Message-ID: <24852092.1075855675327.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + How many times do you think Jeff wants to get this message. Please help + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:30 PM --------------------------- + + + + From: Jeffrey A Shankman 08/08/2000 05:59 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Paul T Lucci/DEN/ECT@Enron +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + +Please have Phillip or John L approve. thanks. Jeff +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 08/08/2000 +07:48 AM --------------------------- + + +ARSystem@ect.enron.com on 08/07/2000 07:03:23 PM +To: jeffrey.a.shankman@enron.com +cc: +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + + +This request has been pending your approval for 8 days. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000000935&Email +=jeffrey.a.shankman@enron.com to approve the request or contact IRM at +713-853-5536 if you have any issues. + + + + +Request ID : 000000000000935 +Request Create Date : 7/27/00 2:15:23 PM +Requested For : paul.t.lucci@enron.com +Resource Name : EOL US NatGas US GAS PHY FWD FIRM Non-Texas < or = 1 +Month +Resource Type : Applications + + + + + + + +" +"allen-p/discussion_threads/95.","Message-ID: <3555083.1075855675348.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 06:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Now that #44 is rented and you have settled in for a couple of months, we +need to focus on expenses and recordkeeping. + + First, I want to implement the following changes: + + 1. No Overtime without my written (or email) instructions. + 2. Daily timesheets for you and Wade faxed to me daily + 3. Paychecks will be issued each Friday by me at the State Bank + 4. No more expenditures on office or landscape than is necessary for basic +operations. + + + Moving on to the checkbook, I have attached a spreadsheet that organizes all +the checks since Jan. 1. + When you open the file, go to the ""Checkbook"" tab and look at the yellow +highlighted items. I have questions about these items. + Please gather receipts so we can discuss. + +Phillip + + + +" +"allen-p/discussion_threads/96.","Message-ID: <23397876.1075855675370.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: TRANSPORTATION MODEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/09/2000 +02:11 PM --------------------------- + + Enron North America Corp. + + From: Colleen Sullivan 08/09/2000 10:11 AM + + +To: Keith Holst/HOU/ECT@ect, Andrew H Lewis/HOU/ECT@ECT, Fletcher J +Sturm/HOU/ECT@ECT, Larry May/Corp/Enron@Enron, Kate Fraser/HOU/ECT@ECT, Zimin +Lu/HOU/ECT@ECT, Greg Couch/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron, +Sandra F Brawner/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON +Subject: TRANSPORTATION MODEL + +Please plan to attend a meeting on Friday, August 11 at 11:15 a.m. in 30C1 to +discuss the transportation model. Now that we have had several traders +managing transportation positions for several months, I would like to discuss +any issues you have with the way the model works. I have asked Zimin Lu +(Research), Mark Breese and John Griffith (Structuring) to attend so they +will be available to answer any technical questions. The point of this +meeting is to get all issues out in the open and make sure everyone is +comfortable with using the model and position manager, and to make sure those +who are managing the books believe in the model's results. Since I have +heard a few concerns, I hope you will take advantage of this opportunity to +discuss them. + +Please let me know if you are unable to attend. + + +" +"allen-p/discussion_threads/97.","Message-ID: <23724536.1075855675391.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.harrington@enron.com, mary@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Harrington, Mary +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +EOL report for TV in conference on 33 + + +Cash + +-Hehub +-Chicago +-PEPL +-Katy + -Waha + +Prompt Month Nymex" +"allen-p/discussion_threads/98.","Message-ID: <10973099.1075855675412.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 05:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stephen.harrington@enron.com +Subject: tv on 33 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Harrington +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cash + Hehub + Chicago + PEPL + Katy + Socal + Opal + Permian + +Gas Daily + + Hehub + Chicago + PEPL + Katy + Socal + NWPL + Permian + +Prompt + + Nymex + Chicago + PEPL + HSC + Socal + NWPL" +"allen-p/discussion_threads/99.","Message-ID: <9718282.1075855675434.JavaMail.evans@thyme> +Date: Tue, 15 Aug 2000 05:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Discussion threads +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Did you add some more security to the expost hourly summary? It keeps +asking me for additional passwords and domain. What do I need to enter? + +Phillip" +"allen-p/inbox/1.","Message-ID: <16159836.1075855377439.JavaMail.evans@thyme> +Date: Fri, 7 Dec 2001 10:06:42 -0800 (PST) +From: heather.dunton@enron.com +To: k..allen@enron.com +Subject: RE: West Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Dunton, Heather +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +Please let me know if you still need Curve Shift. + +Thanks, +Heather + -----Original Message----- +From: Allen, Phillip K. +Sent: Friday, December 07, 2001 5:14 AM +To: Dunton, Heather +Subject: RE: West Position + +Heather, + +Did you attach the file to this email? + + -----Original Message----- +From: Dunton, Heather +Sent: Wednesday, December 05, 2001 1:43 PM +To: Allen, Phillip K.; Belden, Tim +Subject: FW: West Position + +Attached is the Delta position for 1/16, 1/30, 6/19, 7/13, 9/21 + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Wednesday, December 05, 2001 6:41 AM +To: Dunton, Heather +Subject: RE: West Position + +Heather, + +This is exactly what we need. Would it possible to add the prior day for each of the dates below to the pivot table. In order to validate the curve shift on the dates below we also need the prior days ending positions. + +Thank you, + +Phillip Allen + + -----Original Message----- +From: Dunton, Heather +Sent: Tuesday, December 04, 2001 3:12 PM +To: Belden, Tim; Allen, Phillip K. +Cc: Driscoll, Michael M. +Subject: West Position + + +Attached is the Delta position for 1/18, 1/31, 6/20, 7/16, 9/24 + + + + << File: west_delta_pos.xls >> + +Let me know if you have any questions. + + +Heather" +"allen-p/inbox/10.","Message-ID: <14955894.1075855377681.JavaMail.evans@thyme> +Date: Sun, 30 Dec 2001 22:49:42 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: ANCHORDESK: Hope ahead: What I learned from 2001's tragedies +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +_____________________DAVID COURSEY_____________________ + +HOPE AHEAD: WHAT I LEARNED FROM 2001'S TRAGEDIES + + As years go, 2001 sucked. But adversity teaches + us more important lessons than prosperity. + So my bet is that 2001 and the upcoming 2002 + will prove to be very educational--and in + ways that matter. Here's what I learned this + year, as I saw technology--and the world--change + for good. + +http://cgi.zdnet.com/slink?/adeskb/adt1231/2835136:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + P2P: NOW FOR BIZ... WHAT'S HP'S FATE?... OS X GAINS +CONVERTS... + + Peer-to-peer isn't just for Napster + anymore. The technology is taking hold + in businesses, universities, and the + armed forces. It's being used to find + a cure for cancer and to facilitate battlefield + communication. Is there anything P2P + can't do? + +http://cgi.zdnet.com/slink?/adeskb/adt1231/2835139:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Wayne Rash + + SPY GAMES: IS SOMEONE LEAKING YOUR COMPANY SECRETS? + + Catching spies is probably pretty far down + your list of IT priorities. But if you knew + the damage even one unsavory employee could + do, you might think twice. Wayne Rash offers + a cautionary tale. + + +http://cgi.zdnet.com/slink?/adeskb/adt1231/2835127:8593142 + + + > > > > > + + +Lee Schlesinger + + A MURKY CRYSTAL BALL? MY TECH PREDICTIONS FOR 2002 + + As 2001 draws to a close, Lee takes a peek into + a not-so-clear future. Here are his seven + predictions for what the tech sector will + bring in the coming year--from an instant-messaging + mess to a new wireless empire. + + +http://cgi.zdnet.com/slink?/adeskb/adt1231/2835088:8593142 + + + > > > > > + + +Preston Gralla + + RING IN THE NEW YEAR WITH THESE TIMELY DOWNLOADS + + Want to make sure you're perfectly in sync + when 2002 rolls around? Then, says Preston, + spend a minute with these three utilities--they'll + get you organized in no time at all. + + +http://cgi.zdnet.com/slink?/adeskb/adt1231/2835089:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +IS THE WEB ON A DOWNWARD SPIRAL? +http://www.zdnet.com/zdnn/stories/comment/0,5859,2834768,00.html + +HOW TO PUBLISH WITH POLISH--AT HOME +http://www.zdnet.com/products/stories/reviews/0,4161,2831756,00.html + + +MAKING SENSE OF WIRELESS STANDARDS +http://www.zdnet.com/techupdate/stories/main/0,14179,2831727,00.html + + + + +******************ELSEWHERE ON ZDNET!****************** + +Thrill your favorite techie with perfect presents at ZDNet Shopper. +http://cgi.zdnet.com/slink?166139 + +Ten tips to help you attain CRM ROI. +http://cgi.zdnet.com/slink?166140 + +Get the lowdown on all the different wireless LAN standards. +http://cgi.zdnet.com/slink?166141 + +Editors' Top 5: Check out the best gifts money can buy. +http://cgi.zdnet.com/slink?166142 + +Find out about standardizing C# in Tech Update's special report. +http://cgi.zdnet.com/slink?166143 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, +please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/inbox/11.","Message-ID: <7462038.1075855377703.JavaMail.evans@thyme> +Date: Sun, 30 Dec 2001 23:42:30 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Monday, December 31st 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + NGI's Daily Gas Price Index + + NGI's Weekly Gas Price Index + + Natural Gas Intelligence, the Weekly Newsletter + +http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about other Intelligence Press products and services, +including maps and glossaries visit our web site at +http://intelligencepress.com or call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2001, Intelligence Press, Inc. +--- + " +"allen-p/inbox/12.","Message-ID: <21572157.1075855377726.JavaMail.evans@thyme> +Date: Mon, 31 Dec 2001 02:24:51 -0800 (PST) +From: prizemachine@feedback.iwon.com +To: pallen@enron.com +Subject: Click. Spin. Chances to Win up to $10,000! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Prize Machine@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +[IMAGE] [IMAGE] [IMAGE] [IMAGE] $ 2,500 [IMAGE] [IMAGE] [IMAGE] Dear Phillip, You've got to spin to win! Play now! Spin the iWon Prize Machine 2 for chances to win the Progressive Jackpot! It keeps growing until someone wins it all. What's the jackpot up to now? Click here to find out! - The iWon Team [IMAGE][IMAGE][IMAGE] [IMAGE] [IMAGE] Phillip, click above to play! [IMAGE] [IMAGE][IMAGE][IMAGE] [IMAGE] [IMAGE] + [IMAGE] + Forgot your member name? It is: PALLEN70 Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. No purchase necessary to enter. Void where prohibited. Must be U.S. resident aged 18 or over to enter. See site for official rules. +" +"allen-p/inbox/13.","Message-ID: <7618763.1075855377753.JavaMail.evans@thyme> +Date: Mon, 31 Dec 2001 10:53:43 -0800 (PST) +From: louise.kitchen@enron.com +To: wes.colwell@enron.com, georgeanne.hodges@enron.com, rob.milnthorp@enron.com, + john.zufferli@enron.com, peggy.hedstrom@enron.com, + thomas.myers@enron.com, s..bradford@enron.com, lloyd.will@enron.com, + sally.beck@enron.com, m.hall@enron.com, m..presto@enron.com, + david.forster@enron.com, leslie.reeves@enron.com, + chris.gaskill@enron.com, robert.superty@enron.com, + fred.lagrasta@enron.com, laura.luce@enron.com, + barry.tycholiz@enron.com, brian.redmond@enron.com, + frank.vickers@enron.com, c..gossett@enron.com, john.arnold@enron.com, + mike.grigsby@enron.com, k..allen@enron.com, scott.neal@enron.com, + a..martin@enron.com, s..shively@enron.com, rita.wynne@enron.com, + jenny.rub@enron.com, jay.webb@enron.com, e..haedicke@enron.com, + rick.buy@enron.com, f..calger@enron.com, david.duran@enron.com, + mitch.robinson@enron.com, mike.curry@enron.com, + tim.heizenrader@enron.com, tim.belden@enron.com, w..white@enron.com, + d..steffes@enron.com, c..aucoin@enron.com, a..roberts@enron.com, + david.oxley@enron.com +Subject: NETCO +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Kitchen, Louise +X-To: Colwell, Wes , Hodges, Georgeanne , Milnthorp, Rob , Zufferli, John , Hedstrom, Peggy , Myers, Thomas , Bradford, William S. , Will, Lloyd , Beck, Sally , Hall, Bob M , Presto, Kevin M. , Forster, David , Reeves, Leslie , Gaskill, Chris , Superty, Robert , Lagrasta, Fred , Luce, Laura , Tycholiz, Barry , Redmond, Brian , Vickers, Frank , Gossett, Jeffrey C. , Arnold, John , Grigsby, Mike , Allen, Phillip K. , Neal, Scott , Martin, Thomas A. , Shively, Hunter S. , Wynne, Rita , Rub, Jenny , Webb, Jay , Haedicke, Mark E. , Buy, Rick , Calger, Christopher F. , Duran, W. David , Robinson, Mitch , Curry, Mike , Heizenrader, Tim , Belden, Tim , White, Stacey W. , Steffes, James D. , Aucoin, Berney C. , Roberts, Mike A. , Oxley, David +X-cc: Lavorato, John +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +The New Year has arrived and we really to finalize a lot of the work with regards to moving into NETCO. Obviously we still do not have a deal but the deadline is approaching and preparations need to be finalized. + +The main areas to focus on over the next week are:- + +(i) Re-start/Integration Plans (due on Jan 7) To be forwarded to Louise + These plans need to be detailed and show clear detailed timelines and detailed responsibilities for getting us up and running as soon as possible. + The current restart date is January 21, 2001 but may be pushed forward to January 14, 2002. +(ii) Budget (due Jan 3, 2002) To be forwarded to Faith Killen + First year budget to include all start up costs (some of which can be amortized) +(iii) Seating Plans Tammy Shepperd to co-ordinate + We need to start the planning process for seating as we will be living on floors 5 & 6 of the Enron South building. + I have asked Tammy Shepperd to commence the seating plan and we would look to start the moves as soon as possible but with a large number occuring around January 11,2002. +(iv) Due Diligence + We continue the process with two new companies this week (Wednesday and Thursday). Andy Zipper is taking the lead for the company arriving on Wednesday, please help him with his requirements. + +I would ask that both John and I are notified of any changes to the Netco personnel list on a timely fashion and that the list is maintained on a continual basis. Please forward all alterations to Jeanie Slone who has responsibility for the master list. + +Communication - I believe that the New Year combined with a internal communication issues may be a good time to review what we want to say on Netco and what our policies are. I am asking David Oxley to co-ordinate with all of you on this. I know a lot of you believe that we need to only communicate once we have retention programme in place for the estate which may be a good idea but we we need to make sure that we lose as few people as possible. + +If you are unavailable this week, please ensure you delegate this work out. + +Happy New Year + +Louise" +"allen-p/inbox/14.","Message-ID: <4845954.1075855377776.JavaMail.evans@thyme> +Date: Mon, 31 Dec 2001 17:18:31 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 59 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/inbox/15.","Message-ID: <9354794.1075855377799.JavaMail.evans@thyme> +Date: Mon, 31 Dec 2001 22:54:34 -0800 (PST) +From: anchordesk_daily@anchordesk.zdlists.com +To: pallen@enron.com +Subject: ANCHORDESK: 2002 in review: Not perfect, but it sure beat 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""AnchorDesk"" @ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +_____________________DAVID COURSEY_____________________ + +2002 IN REVIEW: NOT PERFECT, BUT IT SURE BEAT 2001 + + Welcome to my 2002 Year in Review column, which + I feel very safe in asserting you are reading + here first. It's been a pretty good year, unless + of course you hate Microsoft, love Linux, + or were hoping HP and Compaq would unite. Read + on for my highlights of the year that's about + to happen. + +http://cgi.zdnet.com/slink?/adeskb/adt1231/2835377:8593142 + + +# + + +_____________________NEWS ANALYSIS_____________________ + +Sylvia Carr + + MS STALLING?... MORE JOBS IN 2002... CABLE WOES PERSIST... + + Could Microsoft be stalling? The nine + states still pursing the software giant's + antitrust case sure think so. They've + asked a federal judge to reject Microsoft's + request to delay the remedy hearings, + though Microsoft says any holdup is + the states' fault for seeking such a + tough remedy. + +http://cgi.zdnet.com/slink?/adeskb/adt1231/2835380:8593142 + + + + + +_____________________EXPERT ADVICE_____________________ + + +Stephan Somogyi + + A LOOK AHEAD: HOW 5 TECHNOLOGIES WILL FARE IN 2002 + + 2001 was a great year for tech, but what about + this coming year? Stephan takes a stab at predicting + what will happen--and what he hopes will happen--with + Mac OS X, FireWire, gaming, and more. + + http://cgi.zdnet.com/slink?/adeskb/adt1231/2835365:8593142 + + + > > > > > + + +Robert Vamosi + + + PATCH YOUR NEW WINDOWS XP MACHINE--NOW! + + Been a little out of it during the holidays? + Then you may have missed the news about a security + vulnerability for Windows discovered a few + days before Christmas. Robert tells you what's + at stake and how to protect your PC. + + http://cgi.zdnet.com/slink?/adeskb/adt1231/2835369:8593142 + + + > > > > > + + +Preston Gralla + + LOST A FILE? NO PROBLEM! FIND IT WITH THESE 3 TOOLS + + If your New Year's resolution is to get organized, + you're in luck. Preston recommends three + downloads that help you straighten up the + data filling up your PC, and locate any files + you may have lost. + + http://cgi.zdnet.com/slink?/adeskb/adt1231/2835361:8593142 + + + > > > > > + + +_____________________CRUCIAL CLICKS_____________________ +Make sure you see these features on ZDNet today! + +WHEN WILL THE WINDOWS UPGRADES STOP? +http://www.zdnet.com/techupdate/stories/main/0,14179,2830105,00.html + +CHECK OUT SONY'S MUSIC MACHINE +http://www.zdnet.com/supercenter/stories/overview/0,12069,542627,00.html + +HOW TO PROFIT FROM E-MEETINGS +http://www.zdnet.com/techupdate/stories/main/0,14179,2830106,00.html + + + +******************ELSEWHERE ON ZDNET!****************** + +Thrill your favorite techie with perfect presents at ZDNet Shopper. +http://cgi.zdnet.com/slink?166139 + +Ten tips to help you attain CRM ROI. +http://cgi.zdnet.com/slink?166140 + +Get the lowdown on all the different wireless LAN standards. +http://cgi.zdnet.com/slink?166141 + +Editors' Top 5: Check out the best gifts money can buy. +http://cgi.zdnet.com/slink?166142 + +Find out about standardizing C# in Tech Update's special report. +http://cgi.zdnet.com/slink?166143 + +*********************************************************** + + + + +AnchorDesk comes to you free of charge as a +service of ZDNet. On its companion Web site, +AnchorDesk includes full details on the stories +you see above, plus late-breaking news, links +to in-depth information, and much more. Visit: +http://www.anchordesk.com/ + +To subscribe, unsubscribe, or make changes to your subscription, please go to: + http://cgi.zdnet.com/slink?130228 + +We are sending this news alert to the address: +pallen@ENRON.COM +Please make sure to provide this address in +all your e-mail messages to us. Thanks! + +Copyright ? 2001 ZD Inc. ZDNet is a registered +service mark of ZD Inc. ZDNet Logo is a service +mark of ZD Inc. + + + ###" +"allen-p/inbox/16.","Message-ID: <23518365.1075855377824.JavaMail.evans@thyme> +Date: Mon, 31 Dec 2001 15:26:05 -0800 (PST) +From: exclusive_offers@sportsline.com +To: pallen@enron.com +Subject: Ring in the New Year with Pizza Hut +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""CBS SportsLine.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + +Pizza Hut + + + + + + +
+ + + + + + + + +
   + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +

+ + Dear Phillip,

+ What better way to celebrate than with fantastic deals from Pizza Hut®. + So order your favorite Pizza Hut® pizza for a big party or game, and + have a Happy New Year!

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+ + + + + + +" +"allen-p/inbox/17.","Message-ID: <1954142.1075855377847.JavaMail.evans@thyme> +Date: Tue, 1 Jan 2002 14:34:36 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Tuesday, January 1st 2002 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + NGI's Bidweek Survey + +http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about other Intelligence Press products and services, +including maps and glossaries visit our web site at +http://intelligencepress.com or call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2002, Intelligence Press, Inc. +--- + " +"allen-p/inbox/18.","Message-ID: <27039304.1075855377869.JavaMail.evans@thyme> +Date: Tue, 1 Jan 2002 14:46:05 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Wednesday, January 2nd 2002 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + NGI's Daily Gas Price Index + +http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about other Intelligence Press products and services, +including maps and glossaries visit our web site at +http://intelligencepress.com or call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2002, Intelligence Press, Inc. +--- + " +"allen-p/inbox/19.","Message-ID: <21920205.1075855377891.JavaMail.evans@thyme> +Date: Tue, 1 Jan 2002 17:19:40 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This request has been pending your approval for 60 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/inbox/2.","Message-ID: <8802987.1075855377462.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 14:59:55 -0800 (PST) +From: brad.jones@enron.com +Subject: Gas P&L by day +Cc: frank.hayden@enron.com, c..gossett@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: frank.hayden@enron.com, c..gossett@enron.com +X-From: Jones, Brad +X-To: 'daniel.mcdonagh@chase.com', Allen, Phillip K. , 'pallen70@hotmail.com' +X-cc: Hayden, Frank , Gossett, Jeffrey C. +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Attached is the information you have requested. + +Thanks, +Brad Jones + + " +"allen-p/inbox/20.","Message-ID: <18347911.1075858644636.JavaMail.evans@thyme> +Date: Tue, 11 Sep 2001 10:12:32 -0700 (PDT) +From: hunter.williams@grandecom.com +To: gthorse@keyad.com +Subject: Service Agreement +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: Hunter Williams @ENRON +X-To: 'gthorse@keyad.com' +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg/Phillip, + +Attached is the Grande Communications Service Agreement. The business +points can be found in Exhibit C. I Can get the Non-Disturbance agreement +after it has been executed by you and Grande. I will fill in the Legal +description of the property one I have received it. Please execute and send +to: Grande Communications, 401 Carlson Circle, San Marcos Texas, 78666 +Attention Hunter Williams. + + <> + +Hunter Williams +Grande Communications +Wireless 512-757-2794 +512-878-5467 + + + - Bishopscontract.doc " +"allen-p/inbox/21.","Message-ID: <8113917.1075858644677.JavaMail.evans@thyme> +Date: Tue, 11 Sep 2001 14:44:51 -0700 (PDT) +From: hunter.williams@grandecom.com +To: gthorse@keyad.com +Subject: FW: Service Agreement +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: Hunter Williams @ENRON +X-To: 'gthorse@keyad.com' +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg/Phillip, + +I will need Two (2) executed copies of the agreement. + +Hunter Williams +Grande Communications +512-878-5467 + +> -----Original Message----- +> From: Hunter Williams +> Sent: Tuesday, September 11, 2001 12:13 PM +> To: 'gthorse@keyad.com' +> Cc: '' +> Subject: Service Agreement +> +> Greg/Phillip, +> +> Attached is the Grande Communications Service Agreement. The business +> points can be found in Exhibit C. I Can get the Non-Disturbance agreement +> after it has been executed by you and Grande. I will fill in the Legal +> description of the property one I have received it. Please execute and +> send to: Grande Communications, 401 Carlson Circle, San Marcos Texas, +> 78666 Attention Hunter Williams. +> +> +> +> Hunter Williams +> Grande Communications +> Wireless 512-757-2794 +> 512-878-5467 +> " +"allen-p/inbox/22.","Message-ID: <5393535.1075858644700.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 09:03:56 -0700 (PDT) +From: richard.morgan@austinenergy.com +To: k..allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Morgan, Richard"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, there are a number of alternative systems that will allow the same +level of energy efficiency. I would wait a bit for Wink's bid though. You +say that your panel costs are $20,000 additional. that sounds like a lot. I +just did a panel house with a 2100 sq ft footprint and the total panel cost +was about $25,000 with 8 inch walls and 10 inch roof. Stay in touch and we +can discuss alternatives if that becomes necessary. If your budget is $85-90 +per sq. ft. excluding land costs your costs will be on the low end of the +true custom home level but should be achievable with good management. +Richard Morgan +Manager, Green Building Program +Austin Energy +721 Barton Springs Rd. +Austin, TX 78704-1194 +Ph. 512.505.3709 +Fax 512.505.3711 +e-mail richard.morgan@austinenergy.com + + +-----Original Message----- +From: Allen, Phillip K. [mailto:Phillip.K.Allen@ENRON.com] +Sent: Wednesday, October 10, 2001 9:19 AM +To: Morgan, Richard +Subject: + + +Richard, + +I spoke to you earlier this week with questions about building with +SIP's. I am planning to build a home in San Marcos as soon as I can +decide on a builder and materials. I already have my blueprints +completed. What I took from our conversation was to use the SIP's with +8.5"" roof panels and use a metal roof. + +I have been working with Johnnie Brown, a builder from San Antonio that +is also a Creative Panel rep. The problem is that I have a budget of +$85-$90/sf and it does not appear that he will be able to stay within +that budget. I don't want to settle for a conventional stick built +house. I was wondering about alternatives. Would some combination of a +radiant barrier and non-CFC spray insulation provide close to the same +energy savings at a lower cost than SIP's. For example, I just spoke to +a sales rep for Demilec. He will spray foam insulation at $1.30/sf. +That would be approximately $10,000 compared to over $20,000 additional +costs for the panels. But would the foam insulation be as effective? +Do you have any suggestions of materials or contractors that would help +me construct the best home for the money. I am trying to get a bid from +Wink with Premier based on you reference. + +Thank you for your help. + +Phillip Allen +pallen@enron.com +713-853-7041 + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"allen-p/inbox/23.","Message-ID: <18628257.1075858644723.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 15:14:37 -0700 (PDT) +From: jsmith@austintx.com +To: k..allen@enron.com +Subject: Properties for sale +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +There are three other deals that I will fax to you. let me know if you have +an interest. + +Thanks, + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, Texas 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com + + - Metropolitan sales sheet.xls + - south center oaks sales sheet.xls + - Treaty Oaks Sales Sheet.xls " +"allen-p/inbox/24.","Message-ID: <22278903.1075858644746.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 13:49:57 -0700 (PDT) +From: wise.counsel@lpl.com +To: k..allen@enron.com +Subject: Huntley/question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Robert W. Huntley, CFP"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Phillip, + +Could you please do me a favor? I would like to read your current title policy to see what it says about easements. You should have received a copy during your closing. I don't know how many pages it will be but let me know how you want to handle getting a copy made. I'll be happy to make the copy, or whatever makes it easy for you. + +Thanks, + +Bob Huntley" +"allen-p/inbox/25.","Message-ID: <7617520.1075858644768.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 12:04:35 -0700 (PDT) +From: renee.ratcliff@enron.com +To: k..allen@enron.com +Subject: Distribution Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ratcliff, Renee +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +Pursuant to your request, please see the attached. + +Thanks, + +Renee + + " +"allen-p/inbox/26.","Message-ID: <17507447.1075858644790.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 13:24:44 -0700 (PDT) +From: msimpkins@winstead.com +To: pallen@enron.com, pallen70@hotmail.com +Subject: First Amendment to Contract - For Execution +Cc: michaelb@amhms.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michaelb@amhms.com +X-From: ""Simpkins, Michelle"" @ENRON +X-To: 'pallen@enron.com', 'pallen70@hotmail.com' +X-cc: 'michaelb@amhms.com' +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + <<3MMP10!.DOC>> +Phillip, + +Enclosed please find the First Amendment to Contract for your review and +execution. Please sign the Amendment at your earliest convenience and fax a +copy to me at (512) 370-2850. Please overnight the original to me at the +address below. If you have any questions or concerns, please contact me at +(512) 370-2836. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + - 3MMP10!.DOC " +"allen-p/inbox/27.","Message-ID: <8855273.1075858644821.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 13:27:50 -0700 (PDT) +From: msimpkins@winstead.com +To: pallen@enron.com, pallen70@hotmail.com +Subject: Blackline of First Amendment to Contract +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Simpkins, Michelle"" @ENRON +X-To: 'pallen@enron.com', 'pallen70@hotmail.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + <<3MMPRED.DOC>> +Phillip, + +Enclosed please find a blackline of the First Amendment to Contract showing +the revisions. I have forwarded a clean version of the Amendment to you for +your signature. If you have any questions or concerns, please contact me at +(512) 370-2836. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + - 3MMPRED.DOC " +"allen-p/inbox/28.","Message-ID: <16679015.1075858644843.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:29:03 -0700 (PDT) +From: gthorse@keyad.com +To: k..allen@enron.com +Subject: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Greg Thorse @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip & Keith + +Attached is the first draw request, I will need some of these funds immediately. I think checks out of Bishops Corner, L.P. may be the easiest, or you can wire money to me and I can write the checks when needed. Please let me know how you wish to handle this and I will proceed. + +Additionally, it is getting close to closing. I will need to get contracts signed at this point as soon as possible. We can handle this in two ways. I prefer that you elect me as a Vice - President of the General Partner and then I will sign all documents, or I can Federal Express contracts (this is more difficult). + +I have a funeral at 10:00 and I will be back about 1:00. I look forward to hearing from you. + + +Greg + + + - Draw # 1 - 10.25.01.xls " +"allen-p/inbox/29.","Message-ID: <10482145.1075858644866.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 08:38:37 -0800 (PST) +From: monica.l.brown@accenture.com +To: pallen@enron.com +Subject: Confirmation: Risk Management Simulation Meeting 10/30/01 +Cc: sheri.a.righi@accenture.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sheri.a.righi@accenture.com +X-From: monica.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: sheri.a.righi@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Hi Phillip, + +This message is to confirm our meeting with you on, Tuesday, October 30th +from 9:00 am - 10:00 am, the location will be EB 3267. Attendees will be +Monica Brown and Sheri Righi. + +Let me know if you have any questions. I can be reached at 713-345-6687. + +Thanks, +Monica L. Brown +Accenture +Houston - 2929 Allen Parkway +Direct Dial: +1 713 837 1749 +VPN & Octel: 83 / 71749 +Fax: +1 713 257 7211 +email: monica.l.brown@accenture.com + + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/inbox/3.","Message-ID: <10326858.1075855377484.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 15:31:51 -0800 (PST) +From: david.port@enron.com +To: k..allen@enron.com +Subject: FW: Gas P&L by day +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Port, David +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Phillip +My interpretation of this is that we made $1.2Bn total, half from new deals and the other half from reserve releases, and when you back out the prudency release you get back to zero net curve shift for 2001, which is what the original file had (approximately) +Optics aren't good +DP + + -----Original Message----- +From: Hayden, Frank +Sent: Monday, December 10, 2001 5:22 PM +To: Port, David +Subject: FW: Gas P&L by day + + + + -----Original Message----- +From: Jones, Brad +Sent: Monday, December 10, 2001 5:00 PM +To: 'daniel.mcdonagh@chase.com'; Allen, Phillip K.; 'pallen70@hotmail.com' +Cc: Hayden, Frank; Gossett, Jeffrey C. +Subject: Gas P&L by day + +Attached is the information you have requested. + +Thanks, +Brad Jones + + " +"allen-p/inbox/30.","Message-ID: <12656490.1075858644888.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 10:47:55 -0800 (PST) +From: wise.counsel@lpl.com +To: k..allen@enron.com +Subject: Re: Huntley/question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Robert W. Huntley, CFP"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +Have you found the title policy? + +Thanks, + +Bob Huntley + + +----- Original Message ----- +From: +To: +Sent: Thursday, October 25, 2001 11:08 AM +Subject: RE: Huntley/question + + +> I will try and find my title policy this evening. +> +> -----Original Message----- +> From: ""Robert W. Huntley, CFP"" @ENRON +> Sent: Thursday, October 25, 2001 1:50 PM +> To: Allen, Phillip K. +> Subject: Huntley/question +> +> +> Phillip, +> +> Could you please do me a favor? I would like to read your current +> title policy to see what it says about easements. You should have +> received a copy during your closing. I don't know how many pages it +> will be but let me know how you want to handle getting a copy made. +> I'll be happy to make the copy, or whatever makes it easy for you. +> +> Thanks, +> +> Bob Huntley +> +> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +> ********************************************************************** +>" +"allen-p/inbox/31.","Message-ID: <16084919.1075858644911.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 09:16:09 -0800 (PST) +From: monica.l.brown@accenture.com +To: k..allen@enron.com +Subject: RE: Confirmation: Risk Management Simulation Meeting 10/30/01 +Cc: sheri.a.righi@accenture.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sheri.a.righi@accenture.com +X-From: monica.l.brown@accenture.com@ENRON +X-To: Allen, Phillip K. +X-cc: sheri.a.righi@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Sheri and I would like to discuss the practice questions and graphic ideas +with you for the the Knowledge System. We wanted to get some feedback from +you as well as your input. + +Thanks, +Monica + + + + + + Phillip.K.Allen@enron.c + om To: Monica L. Brown/Internal/Accenture@Accenture + cc: + 10/29/2001 09:02 AM Subject: RE: Confirmation: Risk Management Simulation Meeting + 10/30/01 + + + + + +Please send more details regarding this meeting + + -----Original Message----- + From: monica.l.brown@accenture.com@ENRON + Sent: Monday, October 29, 2001 8:39 AM + To: pallen@enron.com + Cc: sheri.a.righi@accenture.com + Subject: Confirmation: Risk Management Simulation Meeting 10/30/01 + + Hi Phillip, + + This message is to confirm our meeting with you on, Tuesday, October + 30th + from 9:00 am - 10:00 am, the location will be EB 3267. Attendees will + be + Monica Brown and Sheri Righi. + + Let me know if you have any questions. I can be reached at + 713-345-6687. + + Thanks, + Monica L. Brown + Accenture + Houston - 2929 Allen Parkway + Direct Dial: +1 713 837 1749 + VPN & Octel: 83 / 71749 + Fax: +1 713 257 7211 + email: monica.l.brown@accenture.com + + + + This message is for the designated recipient only and may contain + privileged or confidential information. If you have received it in + error, + please notify the sender immediately and delete the original. Any + other + use of the email by you is prohibited. + + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of +the intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or +reply to Enron Corp. at enron.messaging.administration@enron.com and delete +all copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** + + + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/inbox/32.","Message-ID: <24734819.1075858644935.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 14:10:02 -0800 (PST) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: CSCO Downgraded by A.G. Edwards +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - CSCO Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +Cisco Systems, Inc. (CSCO) Date Brokerage Firm Action Details 10/29/2= +001 A.G. Edwards Downgraded to Buy from Strong Buy 10/15/2001 Needha= +m & Company Downgraded to Buy from Strong Buy 10/09/2001 J.P. Morgan = + Downgraded to Lt Buy from Buy 10/04/2001 Unterberg Towbin Upgraded t= +o Strong Buy from Buy 10/03/2001 Buckingham Research Upgraded to Accum= +ulate from Neutral 09/24/2001 Needham & Company Upgraded to Strong Buy= + from Hold 09/20/2001 SOUNDVIEW TECHNOLOGY Coverage Initiated at Buy = + 08/24/2001 FS Van Kasper Upgraded to Strong Buy from Buy 08/08/2001 = + CIBC World Markets Upgraded to Buy from Hold 08/08/2001 Needham & Com= +pany Downgraded to Hold from Buy 07/30/2001 Dresdner Kleinwort Wasser= +stein Downgraded to Reduce from Hold 07/23/2001 Warburg Dillon Reed = +Upgraded to Buy from Hold 05/29/2001 Thomas Weisel Coverage Initiated = +at Buy 05/09/2001 First Union Capital Downgraded to Mkt Perform from = +Buy 05/08/2001 MRGN STNLY Upgraded to Outperform from Neutral 05/08= +/2001 Gruntal and Company Downgraded to Lt Mkt Performer from Lt Outperf= +ormer 05/04/2001 Lazard Freres & Co. Coverage Initiated at Underperfor= +m 04/25/2001 Warburg Dillon Reed Downgraded to Hold from Buy 04/25= +/2001 First Union Capital Downgraded to Buy from Strong Buy 04/16/200= +1 Needham & Company Downgraded to Buy from Strong Buy 04/02/2001 Buc= +kingham Research Coverage Initiated at Neutral 03/30/2001 Needham & Co= +mpany Upgraded to Strong Buy from Buy 03/13/2001 Needham & Company Up= +graded to Buy from Hold 03/12/2001 Robertson Stephens Downgraded to Mk= +t Performer from Lt Attractive 03/12/2001 First Albany Downgraded to = +Neutral from Buy 03/06/2001 Banc of America Downgraded to Buy from S= +trong Buy 02/07/2001 S G Cowen Downgraded to Buy from Strong Buy 0= +2/07/2001 Morgan Stanley, DW Downgraded to Neutral from Strong Buy 02= +/07/2001 Robertson Stephens Downgraded to Lt Attractive from Buy 02/0= +7/2001 Lehman Brothers Downgraded to Buy from Strong Buy 02/07/2001 = +ABN AMRO Downgraded to Add from Buy 02/07/2001 Gruntal and Company D= +owngraded to Nt Mkt Performer from Nt Outperformer 02/07/2001 Dain Rau= +scher Wessels Downgraded to Buy Aggressive from Strong Buy Aggress 02/= +07/2001 CSFB Downgraded to Buy from Strong Buy 01/30/2001 Gruntal an= +d Company Coverage Initiated at Nt/Lt Outperformer 01/10/2001 CIBC Wor= +ld Markets Downgraded to Hold from Buy 12/20/2000 Merrill Lynch Down= +graded to Nt Accum from Nt Buy 12/20/2000 Unterberg Towbin Coverage I= +nitiated at Buy 10/03/2000 ING Barings Coverage Initiated at Strong Bu= +y 09/28/2000 Sanford Bernstein Downgraded to Mkt Perform from Outperf= +orm 08/08/2000 DLJ Coverage Initiated at Buy 07/25/2000 Morgan Sta= +nley, DW Coverage Initiated at Strong Buy 06/16/2000 Prudential Securi= +ties Coverage Initiated at Strong Buy 04/28/2000 ABN AMRO Coverage In= +itiated at Buy 04/28/2000 First Union Capital Coverage Initiated at St= +rong Buy Briefing.com is the leading Internet provider of live market= + analysis for U.S. Stock, U.S. Bond and world FX market participants. ? 1= +999-2001 Earnings.com, Inc., All rights reserved about us | contact us |= + webmaster | site map privacy policy | terms of service =09 +" +"allen-p/inbox/33.","Message-ID: <12246129.1075858645002.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 14:23:26 -0800 (PST) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: EOG Upgraded by Banc of America +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Earnings.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +If you cannot read this email, please click here .=20 + +Earnings.com - EOG Upgrade/Downgrade History +Earnings.com =09[IMAGE] =09 +=09 [IMAGE] View Today's Upgrades/Downgrades/Coverage Initiated Briefing = +EOG Resources Inc (EOG) Date Brokerage Firm Action Details 10/29/2001= + Banc of America Upgraded to Strong Buy from Buy 09/27/2001 SWS Secur= +ities Coverage Initiated at Buy 09/24/2001 Lehman Brothers Upgraded t= +o Strong Buy from Buy 09/19/2001 Stifel Nicolaus Downgraded to Accumul= +ate from Buy 08/23/2001 A.G. Edwards Downgraded to Maintain Position = + from Buy 07/25/2001 Jeffries and Company Downgraded to Accumulate fr= +om Buy 06/30/2001 Freidman, Billings Downgraded to Accumulate from Bu= +y 06/13/2001 J.P. Morgan Coverage Initiated at Lt Buy 05/23/2001 C= +SFB Downgraded to Buy from Strong Buy 04/04/2001 CSFB Upgraded to St= +rong Buy from Buy 04/04/2001 Lehman Brothers Downgraded to Buy from S= +trong Buy 04/04/2001 A.G. Edwards Upgraded to Buy from Accumulate 0= +3/07/2001 Jeffries and Company Upgraded to Buy from Accumulate 03/06/2= +001 Merrill Lynch Upgraded to Nt Buy from Nt Accum 01/19/2001 CIBC Wo= +rld Markets Downgraded to Hold from Strong Buy 12/27/2000 A.G. Edward= +s Downgraded to Accumulate from Buy 11/07/2000 Deutsche Bank Coverag= +e Initiated at Strong Buy 09/05/2000 Deutsche Bank Downgraded to Mkt P= +erform from Strong Buy 08/09/2000 A.G. Edwards Coverage Initiated at = +Buy 06/20/2000 Jeffries and Company Coverage Initiated at Accumulate = + 04/20/2000 Deutsche Bank Upgraded to Strong Buy from Buy 04/11/2000 = + Paine Webber Coverage Initiated at Attractive 04/10/2000 Banc of Amer= +ica Downgraded to Buy from Strong Buy 03/21/2000 Salomon Smith Barney= + Coverage Initiated at Buy Briefing.com is the leading Internet prov= +ider of live market analysis for U.S. Stock, U.S. Bond and world FX market = +participants. ? 1999-2001 Earnings.com, Inc., All rights reserved about = +us | contact us | webmaster | site map privacy policy | terms of ser= +vice =09 +" +"allen-p/inbox/34.","Message-ID: <31359005.1075858645054.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 14:03:58 -0800 (PST) +From: delivers@amazon.com +To: pallen@enron.com +Subject: Carolyne Roehm, Tools, and Holiday Guides +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Amazon.com Delivers Home"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Amazon.com Delivers Home & Garden [IMAGE] [IMAGE] [IMAGE] Home & Garde= +n [IMAGE] [IMAGE] Editor, Teri Kieffer [IMAGE] October 29, 2001 = +Search: BooksRare & Used Books Kids' BooksSpanish BooksAll Products Brow= +se: Home & Garden Choose a subject:Arts & PhotographyBiographies & Memo= +irs Business & Investing Children's BooksComputers & Internet Cooking, = +Food & Wine EngineeringEntertainmentGay & Lesbian Health, Mind & Body His= +toryHome & GardenHorrorLawLiterature & Fiction MedicineMystery & Thrille= +rs NonfictionOutdoors & Nature Parenting & Families Professional & Techn= +ical ReferenceReligion & SpiritualityRomanceScienceScience Fiction & Fant= +asySportsTeensTravel------------Audio BooksBargain BooksChristian Books = +e-Books & DocsLarge PrintOprahSpanish-Language =09 + [IMAGE] Some terrific books are coming out just now--in prime time for = +holiday gifting or simply for escaping into pleasant dreams of redecoratin= +g your home, landscaping your yard, or planning your next craft project. C= +arolyne Roehm gives us a privileged glimpse of her entertaining secrets; D= +iane Ackerman treats us to a lyrical trip around her garden; and Bethany R= +eynolds has come out with a new stack-n-whackier quilts book, with many new= + ideas for layering and cutting multiple pieces, and a whole lot more. Hap= +py reading! --Teri Kieffer =09 + [IMAGE] Home [IMAGE] [IMAGE] [IMAGE] Fruitcake, Garlands, and Cente= +rpieces [IMAGE] Martha's newest holiday guide, Classic Crafts and Recipes= + for the Holidays, brings brilliant Christmas crafts right to your fingert= +ips. Unique ideas, simple but elegant decorations, and truly edible fruitc= +ake are the order of the day. [IMAGE]See all of Martha's holiday guides= + [IMAGE] At Home with Carolyne Roehm Icon by Carolyne Roehm = +Former fashion designer Carolyne Roehm is renowned for combining a keen app= +reciation of beauty with practical know-how. With this gorgeously illustra= +ted guide, available on October 30, readers can go behind the scenes of he= +r memorable parties, learn her entertaining secrets, and visit the glamoro= +us homes where she has dazzled her prominent guests. --From the publisher = + [IMAGE] [IMAGE]Read more Our Price: $42.00 You Save: $18.00 (3= +0%) [IMAGE]See more special occasions titles Garage: Rein= +venting the Place We Park Icon by Kira Obolensky Anyone who thinks the= + garage is simply a place to park the car will never think that way again = +after a look at this book. Garage takes a look at the last, undiscovered f= +rontier of home design--the most versatile room not in the house. The book= + explores many uses for this ubiquitous space--from studio, library, and m= +useum, to soundstage, playroom, and greenhouse. --From the publisher [I= +MAGE] [IMAGE]Read more Our Price: $22.40 You Save: $9.60 (30%) = + [IMAGE]See more home design titles Tools: A Complete Illus= +trated Encyclopedia Icon by Garrett Wade, Dick Frank (Photographer) A = +spectacular visual dictionary of more than 450 beautifully photographed too= +ls, this gorgeous volume presents a dazzling range, from the trusty and fa= +miliar hammer and screwdriver to the very handsome ebony or rosewood marki= +ng gauge that one simply must have to make the most precise marks of where= + to cut--and let's not forget the crosscut saws, ripsaws, tenon saws, dove= +tail saws, slotting saws, veneer saws, frame saws, bucksaws, bow saws, cop= +ing saws, and jeweler's saws needed to do the actual cutting. --From the p= +ublisher [IMAGE] [IMAGE]Read more Our Price: $28.00 You Save: $= +12.00 (30%) [IMAGE]See more titles about tools [IMAGE] Garde= +n [IMAGE] [IMAGE] Cultivating Delight: A Natural History of My Garden= + Icon by Diane Ackerman Diane Ackerman relishes the world of her gard= +en. As a poet, she finds within it an endless field of metaphors. As a na= +turalist, she notices each small, miraculous detail: the hummingbirds and = +their routines, the showy tulips, the crazy yellow forsythia. Of visiting = +deer she writes, ""I love watching the deer, which always arrive like magic= + or a miracle or the answer to an unasked question."" In her popular book = +A Natural History of the Senses , Ackerman celebrates the human body; in = +Cultivating Delight: A Natural History of My Garden, she turns her attenti= +on to the world outside the body, outside the human sphere. Structured by = +seasons, this is a book of subtle shifts, but the reader never feels lost.= + [IMAGE] [IMAGE]Read more Our Price: $17.50 You Save: $7.50 = +(30%) [IMAGE]See more gardening and horticulture essays T= +he 12-Month Gardener : Simple Strategies for Extending Your Growing Season= + Icon by Jeff Ashton, et al For vegetable gardeners who dread winter a= +nd grocery store produce aisles, Jeff Ashton has an answer, and it's this:= + don't allow the cold to come. Cover your plants like you would a child in= + a crib. The 12-Month Gardener is a book about defying the tyranny of seas= +ons by building contraptions that control the plant's environment. It's a = +clearly written, detailed guide to constructing row covers, tunnels, and g= +reenhouses. [IMAGE] [IMAGE]Read more Our Price: $17.46 You Save= +: $7.49 (30%) [IMAGE]More books on horticultural technique = + The Greater Perfection: The Story of the Gardens at Les Quatre Vents = + Icon by Francis H. Cabot Les Quatre Vents in Charlevoix County, Quebec, = +has been acclaimed as the most aesthetically satisfying and horticulturall= +y exciting landscape experience in North America. The garden seamlessly co= +mbines elements from the best gardening traditions with the original and t= +he unexpected into a splendid composition that is nevertheless perfectly c= +ompatible with its natural surroundings. --From the publisher [IMAGE] = +[IMAGE]Read more Our Price: $52.50 You Save: $22.50 (30%) [I= +MAGE]More books on landscape design [IMAGE] Crafts [IMAGE] [IMAGE]= + Yuletide Crafting, Decorating, and Other Delights [IMAGE] Incredibly, t= +he holidays are upon us again. To help you get started on your planning, t= +ake a look at our list of holiday craft guides--everything from Martha Ste= +wart's latest to Christopher Radko's Heart of Christmas is in stock. [I= +MAGE]Peruse our selection Vogue Knitting on the Go: Chunky Knit= +s Icon by Trisha Malcolm (Editor) Fashion meets function in super-size= + stitches, chic styles, and ultra-hip accessories. Large needles, simple s= +hapes, and multiple strands of yarn make this fabulous selection of dazzli= +ng pullovers, vests, tunics, turtlenecks--even accessories for the home--a= +s fast to finish as they are stylish. Best of all, the more than 20 chunky= + knit designs for men, women, and children are sized just right to fit eas= +ily in a knitting bag, offering a convenience every busy knitter on the go = +will appreciate. --From the publisher [IMAGE] [IMAGE]Read more Our= + Price: $10.36 You Save: $2.59 (20%) [IMAGE]See more knitting b= +ooks Stack-n-Whackier Quilts (Another Magic Stack-n-Whack(tm) Bo= +ok) Icon by Bethany S. Reynolds Are you ready for an adventure into u= +nknown territory? Within almost every print fabric lies a world of designs= + waiting to be discovered. With the instructions and projects in this book= +, you will be ready to find unique and wonderful patterns in the most unex= +pected places. Whether you are a new quilter looking for an easy but intri= +guing project, or a veteran seeking new challenges, you will find delightf= +ul possibilities. The Stack-n-Whack method engages your eyes and mind thro= +ugh each step of the process, from cutting to piecing to finishing, as new= + designs emerge and change like patterns in a kaleidoscope. --From the pub= +lisher [IMAGE] [IMAGE]Read more Our Price: $16.06 You Save: $6.= +89 (30%) [IMAGE]See more quilting books [IMAGE] Bestsellers = +in Home & Garden [IMAGE] [IMAGE] The Private House [IMAGE] by Rose= + Tarlow Our Price: $22.50 You Save: $15.00 (40%) Well-Tended P= +erennial Garden: Planting & Pruning Techniques [IMAGE] by Tracy Disabato= +-Aust, Steven M. Still (Foreword) Our Price: $20.96 You Save: $8.99 (3= +0%) The Not So Big House : A Blueprint for the Way We Really Live = + [IMAGE] by Sarah Susanka, Kira Obolensky (Contributor) Our Price: $21.0= +0 You Save: $9.00 (30%) [IMAGE] Discover More at Amazon.com [I= +MAGE] [IMAGE] [IMAGE] Refine Your E-mail Choices [IMAGE] To receive mo= +re recommendations from our expert editors, just visit the Amazon.com De= +livers sign-up page . [IMAGE]See all Delivers categories [IMAGE] = + [IMAGE] KitchenAid Sweepstakes [IMAGE] Enter our sweepstakes for a ch= +ance to win $10,000 in KitchenAid appliances. [IMAGE] [IMAGE] [IMAG= +E] Now You Can Look Inside Many of Our Books Before You Buy [IMAGE] Thou= +sands of books are now available for you to browse through at Amazon.com. = +Any time you see this bent orange arrow on a book--or the words ""Look insi= +de!""--it means parts of that book are available for you to look at online.= + Learn more or try looking inside The Impatient Gardener . [IMAGE]= +Visit the Reading Room [IMAGE] =09 + [IMAGE] We hope you enjoyed receiving this n= +ewsletter. However, if you'd like to unsubscribe, please use the link belo= +w or click the Your Account button in the top right corner of any page on = +the Amazon.com Web site. Under the E-mail and Subscriptions heading, click= + the ""Manage your Delivers"" link. http://www.amazon.com/subscriptions-upd= +ate You may also change your communication preferences by clicking the = +following link: http://www.amazon.com/communications Please note that = +the prices of the items featured above were accurate at the time this news= +letter was sent. However, because our prices sometimes change, the prices = +in the newsletter occasionally differ from those you see when you visit ou= +r store. Copyright 2001 Amazon.com, Inc. All rights reserved. =09 + +[IMAGE]" +"allen-p/inbox/35.","Message-ID: <11341209.1075858645204.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 15:03:47 -0800 (PST) +From: james.bruce@enron.com +To: k..allen@enron.com, tom.alonso@enron.com, kysa.alport@enron.com, + robert.badeer@enron.com, tim.belden@enron.com, + kortney.brown@enron.com, james.bruce@enron.com, + jesse.bryson@enron.com, jim.buerkle@enron.com, + angela.cadena@enron.com, f..calger@enron.com, fran.chang@enron.com, + andy.chen@enron.com, paul.choi@enron.com, ed.clark@enron.com, + alan.comnes@enron.com, wendy.conwell@enron.com, + minal.dalia@enron.com, debra.davidson@enron.com, + w..donovan@enron.com, m..driscoll@enron.com, + heather.dunton@enron.com, laird.dyer@enron.com, + fredrik.eriksson@enron.com, michael.etringer@enron.com, + mark.fillinger@enron.com, h..foster@enron.com, david.frost@enron.com, + dave.fuller@enron.com, jim.gilbert@enron.com, a..gomez@enron.com, + stan.gray@enron.com, mike.grigsby@enron.com, + david.guillaume@enron.com, mark.guzman@enron.com, + don.hammond@enron.com, keith.holst@enron.com, paul.kaufman@enron.com, + chris.lackey@enron.com, samantha.law@enron.com, + elliot.mainzer@enron.com, john.malowney@enron.com, + wayne.mays@enron.com, michael.mcdonald@enron.com, + jonathan.mckay@enron.com, stephanie.miller@enron.com, + matt.motley@enron.com, mark.mullen@enron.com, chris.mumm@enron.com, + kourtney.nelson@enron.com, tracy.ngo@enron.com, jeffrey.oh@enron.com, + jonalan.page@enron.com, david.parquet@enron.com, + todd.perry@enron.com, phil.polsky@enron.com, darin.presto@enron.com, + paul.radous@enron.com, susan.rance@enron.com, + lester.rawson@enron.com, jeff.richter@enron.com, + stewart.rosman@enron.com, edward.sacks@enron.com, + holden.salisbury@enron.com, julie.sarnowski@enron.com, + gordon.savage@enron.com, diana.scholtes@enron.com, + cara.semperger@enron.com, jeff.shields@enron.com, + g..slaughter@enron.com, sarabeth.smith@enron.com, + larry.soderquist@enron.com, glenn.surowiec@enron.com, + steve.swain@enron.com, mike.swerzbin@enron.com, kate.symes@enron.com, + jake.thomas@enron.com, stephen.thome@enron.com, + stephen.thome@enron.com, virginia.thompson@enron.com, + john.van@enron.com, houston <.ward@enron.com>, laura.wente@enron.com, + bill.williams@enron.com, bill.williams@enron.com, + credit <.williams@enron.com>, john.zufferli@enron.com +Subject: Edition 2 New Gen Weekly +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bruce, James +X-To: Allen, Phillip K. , Alonso, Tom , Alport, Kysa , Badeer, Robert , Belden, Tim , Brown, Kortney , Bruce, James , Bryson, Jesse , Buerkle, Jim , Cadena, Angela , Calger, Christopher F. , Chang, Fran , Chen, Andy , Choi, Paul , Clark, Ed , Comnes, Alan , Conwell, Wendy , Dalia, Minal , Davidson, Debra , Donovan, Terry W. , Driscoll, Michael M. , Dunton, Heather , Dyer, Laird , Eriksson, Fredrik , Etringer, Michael , Fillinger, Mark , Foster, Chris H. , Frost, David , Fuller, Dave , Gilbert, Jim , Gomez, Julie A. , Gray, Stan , Grigsby, Mike , Guillaume, David , Guzman, Mark , Hammond, Don , Holst, Keith , Kaufman, Paul , Lackey, Chris , Law, Samantha , Mainzer, Elliot , Malowney, John , Mays, Wayne , Mcdonald, Michael , Mckay, Jonathan , Miller, Stephanie , Motley, Matt , Mullen, Mark , Mumm, Chris , Nelson, Kourtney , Ngo, Tracy , Oh, Jeffrey , Page, Jonalan , Parquet, David , Perry, Todd , Polsky, Phil , Presto, Darin , Radous, Paul , Rance, Susan , Rawson, Lester , Richter, Jeff , Rosman, Stewart , Sacks, Edward , Salisbury, Holden , Sarnowski, Julie , Savage, Gordon , Scholtes, Diana , Semperger, Cara , Shields, Jeff , Slaughter, Jeff G. , Smith, Sarabeth , Soderquist, Larry , Surowiec, Glenn , Swain, Steve , Swerzbin, Mike , Symes, Kate , Thomas, Jake , Thome, Stephen , Thome, Stephen , Thompson, Virginia , Van Gelder, John , Ward, Kim S (Houston) , Wente, Laura , Williams III, Bill , Williams, Bill , Williams, Jason R (Credit) , Zufferli, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The second edition of ""New Gen Weekly"" is available for download. The report can be found at: + +O:_Dropbox/West New Gen/Weekly/2_10_26_01 + +If you have any comments about this report (including ease of access) please direct them to me as soon as possible. + + +James Bruce +Enron North America (503) 464-8122 +West Power Desk (503) 860-8612 (c) +121 SW Salmon, 3WTC0306 (503) 464-3740 (fax) +Portland, OR 97204 James.Bruce@Enron.com +" +"allen-p/inbox/36.","Message-ID: <22534132.1075858645229.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 15:48:08 -0800 (PST) +From: ei_editor@ftenergy.com +To: einsighthtml@listserv.ftenergy.com +Subject: TVA takes lead in sales, generation by utilities +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor @ENRON +X-To: EINSIGHTHTML@LISTSERV.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + =20 +[IMAGE]=09 + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] Updated: Oct. 30, 2001 [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] TVA takes lead in sales,= + generation by utilities Quasi-governmental entity Tennessee Valley Author= +ity (TVA) took the top spot as the utility with the largest electricity sal= +es and generation for 2000, according to the latest data from Boulder, Colo= +.-based RDI POWERdat, a division of... [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMA= +GE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE= +] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + Mexican electricity reform put on back burner Economic recession dela= +ys sector restructuring Dependence on foreign gas, oil increases [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IM= +AGE] [IMAGE] [IMAGE] [IMAGE] Utilities slow to buy in= +to ASP market ASPs allow companies to focus Customer service function a ke= +y attraction [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Bo= +osting the capacity of the SPR Calls to boost reserves with stripper produ= +ction Hesitation attributed to concern over oil price impacts [IMAGE] [I= +MAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE= +] [IMAGE] [IMAGE] Nabors affiliate to acquire Command Drillin= +g full story... Georgia Power announces partnership with Nigerian compan= +y full story... Coalition aims to sell residential green power in R.I. fu= +ll story... Enron's debt ratings cut full story... Meeting scheduled to= + review Dabhol project full story... Mexico has no immediate plans to cut= + oil output full story... NERC: Transmission congestion to rise over next= + decade full story... Judge rules against Boston's attempt to ban LNG tan= +ker full story... Domestic pipeline capacity must grow to meet expected g= +as demand full story... CMS could expand LNG facility by 400,000 Mcf/day = +full story... To view all of today's Executive News headlines, click her= +e [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IM= +AGE] Copyright ? 2001 - Platts, All Rights Reserved [IMAGE] Market Bri= +ef Monday, October 29 Stocks Close Change % Change DJIA 9,269.50 (275.7) = +-2.89% DJ 15 Util. 296.10 (0.6) -0.22% NASDAQ 1,699.52 (69.44) -3.93% S&P 5= +00 1,077.48 (26.3) -2.38% Market Vols Close Change % Change AMEX (000) = +154,163 (8,563.0) -5.26% NASDAQ (000) 1,664,427 (335,077.0) -16.76% NYSE (0= +00) 1,107,534 (107,426.0) -8.84% Commodities Close Change % Change Crud= +e Oil (Dec) 22.17 0.17 0.77% Heating Oil (Nov) 0.6244 0.001 0.13% Nat. Ga= +s (Henry) 3.202 0.161 5.29% Propane (Nov) 39.80 0.20 0.51% Palo Verde (No= +v) 32.25 0.00 0.00% COB (Nov) 34.50 0.00 0.00% PJM (Nov) 28.60 0.00 0.00= +% Dollar US $ Close Change % Change Australia $ 1.981 (0.013) -0.65% C= +anada $ 1.57 (0.004) -0.25% Germany Dmark 2.16 (0.030) -1.37% Euro 0.9= +045 0.012 1.31% Japan ?en 122.1 (0.800) -0.65% Mexico NP 9.26 0.030 0.33= +% UK Pound 0.6883 (0.0079) -1.13% Foreign Indices Close Change % Chan= +ge Arg MerVal 219.54 (20.85) -8.67% Austr All Ord. 3,189.80 (20.00) -0.62% = +Braz Bovespa 11377.02 (403.55) -3.43% Can TSE 300 6896.30 (108.60) -1.55% = +Germany DAX 4660.35 (159.91) -3.32% HK HangSeng 10178.09 (226.65) -2.18% Ja= +pan Nikkei 225 10612.31 (182.85) -1.69% Mexico IPC 5599.13 (93.99) -1.65%= + UK FTSE 100 5,085.90 (102.70) -1.98% Source: Yahoo! & TradingDay.com= + =09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + =09 =09 + + + - bug_black.gif=20 + - Market briefs.xls" +"allen-p/inbox/37.","Message-ID: <2293483.1075858645303.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 16:00:44 -0800 (PST) +From: kathryn.sheppard@enron.com +To: cooper.richey@enron.com, chris.gaskill@enron.com, mike.grigsby@enron.com, + david.ryan@enron.com +Subject: Reminder: Portland Fundamental Analysis Strategy Meeting/NEW + INFORMATION +Cc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, john.zufferli@enron.com, k..allen@enron.com, + tim.heizenrader@enron.com +X-From: Sheppard, Kathryn +X-To: Richey, Cooper , Gaskill, Chris , Grigsby, Mike , Ryan, David +X-cc: Lavorato, John , Zufferli, John , Allen, Phillip K. , Heizenrader, Tim +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + PLEASE NOTE: Call-in information has changed. + +The call-in information for the Tuesday Portland Fundamental Analysis Strategy Meeting is as follows: + + + Date: Tuesday, 10/30/01 + Time: 1:00 p.m. (PST) + + Dial In Number: 888-285-4585 + Participant Code: 124573 + + +If you have any questions, please contact Kathy Sheppard at 503-464-7698. + +Thanks. +" +"allen-p/inbox/38.","Message-ID: <26086640.1075858645326.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 16:22:13 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 13 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/inbox/39.","Message-ID: <15955949.1075858645356.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 16:34:23 -0800 (PST) +From: james.bruce@enron.com +To: k..allen@enron.com, tom.alonso@enron.com, kysa.alport@enron.com, + robert.badeer@enron.com, tim.belden@enron.com, + kortney.brown@enron.com, james.bruce@enron.com, + jesse.bryson@enron.com, jim.buerkle@enron.com, + angela.cadena@enron.com, f..calger@enron.com, fran.chang@enron.com, + andy.chen@enron.com, paul.choi@enron.com, ed.clark@enron.com, + alan.comnes@enron.com, wendy.conwell@enron.com, + minal.dalia@enron.com, debra.davidson@enron.com, + w..donovan@enron.com, m..driscoll@enron.com, + heather.dunton@enron.com, laird.dyer@enron.com, + fredrik.eriksson@enron.com, michael.etringer@enron.com, + mark.fillinger@enron.com, h..foster@enron.com, david.frost@enron.com, + dave.fuller@enron.com, jim.gilbert@enron.com, a..gomez@enron.com, + stan.gray@enron.com, mike.grigsby@enron.com, + david.guillaume@enron.com, mark.guzman@enron.com, + don.hammond@enron.com, keith.holst@enron.com, paul.kaufman@enron.com, + chris.lackey@enron.com, samantha.law@enron.com, + elliot.mainzer@enron.com, john.malowney@enron.com, + wayne.mays@enron.com, michael.mcdonald@enron.com, + jonathan.mckay@enron.com, stephanie.miller@enron.com, + matt.motley@enron.com, mark.mullen@enron.com, chris.mumm@enron.com, + kourtney.nelson@enron.com, tracy.ngo@enron.com, jeffrey.oh@enron.com, + jonalan.page@enron.com, david.parquet@enron.com, + todd.perry@enron.com, phil.polsky@enron.com, darin.presto@enron.com, + paul.radous@enron.com, susan.rance@enron.com, + lester.rawson@enron.com, jeff.richter@enron.com, + stewart.rosman@enron.com, edward.sacks@enron.com, + holden.salisbury@enron.com, julie.sarnowski@enron.com, + gordon.savage@enron.com, diana.scholtes@enron.com, + cara.semperger@enron.com, jeff.shields@enron.com, + g..slaughter@enron.com, sarabeth.smith@enron.com, + larry.soderquist@enron.com, glenn.surowiec@enron.com, + steve.swain@enron.com, mike.swerzbin@enron.com, kate.symes@enron.com, + jake.thomas@enron.com, stephen.thome@enron.com, + stephen.thome@enron.com, virginia.thompson@enron.com, + john.van@enron.com, houston <.ward@enron.com>, laura.wente@enron.com, + bill.williams@enron.com, bill.williams@enron.com, + credit <.williams@enron.com>, john.zufferli@enron.com +Subject: Distribution of report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bruce, James +X-To: Allen, Phillip K. , Alonso, Tom , Alport, Kysa , Badeer, Robert , Belden, Tim , Brown, Kortney , Bruce, James , Bryson, Jesse , Buerkle, Jim , Cadena, Angela , Calger, Christopher F. , Chang, Fran , Chen, Andy , Choi, Paul , Clark, Ed , Comnes, Alan , Conwell, Wendy , Dalia, Minal , Davidson, Debra , Donovan, Terry W. , Driscoll, Michael M. , Dunton, Heather , Dyer, Laird , Eriksson, Fredrik , Etringer, Michael , Fillinger, Mark , Foster, Chris H. , Frost, David , Fuller, Dave , Gilbert, Jim , Gomez, Julie A. , Gray, Stan , Grigsby, Mike , Guillaume, David , Guzman, Mark , Hammond, Don , Holst, Keith , Kaufman, Paul , Lackey, Chris , Law, Samantha , Mainzer, Elliot , Malowney, John , Mays, Wayne , Mcdonald, Michael , Mckay, Jonathan , Miller, Stephanie , Motley, Matt , Mullen, Mark , Mumm, Chris , Nelson, Kourtney , Ngo, Tracy , Oh, Jeffrey , Page, Jonalan , Parquet, David , Perry, Todd , Polsky, Phil , Presto, Darin , Radous, Paul , Rance, Susan , Rawson, Lester , Richter, Jeff , Rosman, Stewart , Sacks, Edward , Salisbury, Holden , Sarnowski, Julie , Savage, Gordon , Scholtes, Diana , Semperger, Cara , Shields, Jeff , Slaughter, Jeff G. , Smith, Sarabeth , Soderquist, Larry , Surowiec, Glenn , Swain, Steve , Swerzbin, Mike , Symes, Kate , Thomas, Jake , Thome, Stephen , Thome, Stephen , Thompson, Virginia , Van Gelder, John , Ward, Kim S (Houston) , Wente, Laura , Williams III, Bill , Williams, Bill , Williams, Jason R (Credit) , Zufferli, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +The method for distribution of the weekly reports has changed. Hard copies will now be distributed through your administrative assistant. + +To receive a paper copy of the report, please send me an e-mail request including you location and admin. + +The information in these reports is for internal use only and should not be the basis for investment decisions. + +Please let me know if you have any questions or comments, + +James Bruce +Enron North America (503) 464-8122 +West Power Desk (503) 860-8612 (c) +121 SW Salmon, 3WTC0306 (503) 464-3740 (fax) +Portland, OR 97204 James.Bruce@Enron.com +" +"allen-p/inbox/4.","Message-ID: <19990687.1075855377507.JavaMail.evans@thyme> +Date: Tue, 11 Dec 2001 11:40:55 -0800 (PST) +From: c..gossett@enron.com +To: steven.l.allen@chase.com, daniel.mcdonagh@chase.com +Subject: daily breakout...2000..2001 +Cc: k..allen@enron.com, kam.keiser@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com, kam.keiser@enron.com +X-From: Gossett, Jeffrey C. +X-To: 'steven.l.allen@chase.com', 'daniel.mcdonagh@chase.com' +X-cc: Allen, Phillip K. , Keiser, Kam +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +FYI...The daily numbers for 2000 do not include middle market orig. For 2001, they are inclusive of middle market orig. " +"allen-p/inbox/40.","Message-ID: <4623877.1075858645379.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 16:15:38 -0800 (PST) +From: iwon@info.iwon.com +To: pallen@enron.com +Subject: Phillip, pick a prize! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: iWon@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] +[IMAGE] +What prize would you prefer to win, Phillip? It's time to pick a prize! Want chances to win a big screen TV? How about $25,000 CASH? Tell up to 30 friends about iWon and you could win the prize of your choice. Click here to enter now, Phillip. Good luck and have fun, -- The iWon Team + +Forgot your member name? It is: PALLEN70 Forgot your iWon password? Click here. You received this email because when you registered at iWon you agreed to receive email from us. To unsubscribe from one or more email categories, please click below. Please note, changes may take up to one week to process. If you're not signed in, you will need to do so before you can update your profile. Click here. +" +"allen-p/inbox/41.","Message-ID: <1449918.1075858645402.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 17:35:18 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 14 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/inbox/42.","Message-ID: <8268911.1075858645425.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 18:08:10 -0800 (PST) +From: mondohed@gte.net +To: pallen@ect.enron.com +Subject: Fw: Golfin' and Wedding!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Armando Martinez"" @ENRON +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +----- Original Message ----- +From: Stephen Bilby +To: Alfred E Newman (E-mail) ; Army (E-mail) ; Armando Martinez (E-mail) ; Bryan Lilley (E-mail) ; Craig Carter (E-mail) ; E. T. (E-mail) ; HNSGLASGOW (E-mail) ; JD Tamez (E-mail) ; JIM THIERHEIMER (E-mail) ; Mark Ritter (E-mail) ; Mike Freeman (E-mail) ; Russellprevost (E-mail) ; Sean Wolfe (E-mail) ; Steve Levine (E-mail) ; Ron Underwood +Sent: Monday, October 29, 2001 9:03 AM +Subject: Golfin' and Wedding!!! +Hello All, +I want to see who will be able to golf on Friday and Saturday. +Friday we will golf here in San Antonio and everything is taken care of already. It will be at the Quarry and I think the times are between 8 adn 8:30 am. +Saturday we will golf at the Shreiner Public Golf Course and we have a tee time at 8am and 8:07am. Fee for this this one I believe is $33.00/person. + +So far this is who I have for golf on Friday: +1. Me(of course) +2. JD Tamez +3. Henry Glasgow +4. Colin Murphy +5. ..... + +For Saturday, we have the following so far: +1. Me(hopefully) +2. Jim Thierheimer +3. Tom Thierheimer +4. Steve Levine +5. Sean Wolfe +6. Armando Martinez +7. Vince Martinez +8........ + +E-mail me back if you are going to be able and we'll get you on for sure. I am sure looking forward to seeing everyone for Teri and mine's big day. It will be even more beautiful with all of your there. + +Talk to you soon!! +Stephen A. Bilby +Director of Sales +The RK Group +(210)225-4535 sbilby@therkgroup.com + " +"allen-p/inbox/43.","Message-ID: <26692207.1075858645447.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 18:23:36 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Tuesday, October 30th 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + NGI's Daily Gas Price Index + +http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about other Intelligence Press products and services, +including maps and glossaries visit our web site at +http://intelligencepress.com or call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2001, Intelligence Press, Inc. +--- + " +"allen-p/inbox/44.","Message-ID: <26738394.1075858645481.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 19:06:37 -0800 (PST) +From: no.address@enron.com +Subject: Lexis-Nexis Training: Houston & Worldwide / Dow Jones Training +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: eSource@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +eSource Presents Lexis-Nexis Training + +Basic + +Lexis-Nexis Basic is geared to the novice or prospective user. You will learn the basics of getting around Nexis.com. + We will talk about news and company information available on Lexis-Nexis. + +Attend our Lexis-Nexis Basics Clinic: + +November 6 1:00 - 2:00 PM EB572 + +Due Diligence + +This session will focus on the specific +company, public records, and other sources available on Lexis-Nexis that help +you find all possible aspects of a company's business and strengths or +liabilities. + + +Attend our Lexis-Nexis Due Diligence Clinic: + +November 6 2:30 - 4:00 PM EB572 + + +Seats fill up fast! To reserve a seat, please call Stephanie E. Taylor at 5-7928. +The cost is $100.00 per person. +No-shows will be charged $200.00. + +* Please bring your Lexis-Nexis login ID and password. If you don't have one, a guest ID will be provided. + + + * * * + + +eSource presents free Lexis-Nexis Online Training + +Using Placeware, an interactive web learning tool, you can participate in this training session from anywhere in the world. + +Basics + +Lexis-Nexis Basic is geared to the novice or prospective user. You will learn the basics of getting around Nexis.com and of the news and company information available on Lexis-Nexis. + +Attend our Lexis-Nexis Basics Online Clinic: + +November 14 10:00 AM Central Standard Time + + +Please RSVP to Stephanie E. Taylor at 713-345-7928 or stephanie.e.taylor@enron.com. +We will email instructions for Placeware to you. + +* Note: If the time scheduled is not convenient to your time zone, please let us know so we can schedule other sessions. + + + * * * + +eSource Presents Dow Jones Interactive Training + +Introduction to Dow Jones Interactive: Personalizing/Customizing DJI and Custom Clips + +You will learn how to tailor DJI to display information that is most helpful to you. +You will learn how to create your own Personal News page to view headlines from your chosen publications and your custom clip folders. +Custom clips can be set up to automatically send to you important news about any key topic or company information that affects your business decisions. + +Attend one of our Dow Jones Interactive Basics Clinics: + +November 14 1:00 - 2:00 PM EB560 +November 14 3:00 - 4:00 PM EB560 + +Advanced + +Learn how to be more efficient on Dow Jones Interactive. Put some power tools to work for you. + Learn how to employ codes, use search history, and customize. Hands on time is provided. + +Attend our Dow Jones Interactive Advanced Clinic: + +November 14 2:00 - 3:00 PM EB560 + + +Seats fill up fast! To reserve a seat, please call Stephanie E. Taylor at 5-7928. + +The cost is $100.00 per person. +No-shows will be charged $200.00. + +******* + +Check the eSource training page at http://esource.enron.com/training.htm for additional training sessions and vendor presentations." +"allen-p/inbox/45.","Message-ID: <31239550.1075858645503.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 21:16:58 -0800 (PST) +From: enron_update@concureworkplace.com +To: pallen@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: Phillip Allen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: James W Reitmeyer +Report Name: JReitmeyer 10/24/01 +Days In Mgr. Queue: 5 +" +"allen-p/inbox/5.","Message-ID: <2952100.1075855377529.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 08:40:38 -0800 (PST) +From: steven.matthews@ubspw.com +To: k..allen@enron.com +Subject: Phillip Allen Muni Bond Proposal.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Matthews, Steven"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +Phillip, + +This is the proposal for the 1mm laddered muni portfolio. These bonds are +currently in inventory. Let me know what you think. + +Sincerely, + +Steve + + <> + +****************************************************** +Notice Regarding Entry of Orders and Instructions: +Please do not transmit orders and/or instructions +regarding your UBSPaineWebber account(s) by e-mail. +Orders and/or instructions transmitted by e-mail will +not be accepted by UBSPaineWebber and UBSPaineWebber +will not be responsible for carrying out such orders +and/or instructions. + +Notice Regarding Privacy and Confidentiality: +UBSPaineWebber reserves the right to monitor and +review the content of all e-mail communications sent +and/or received by its employees. + - Phillip Allen Muni Bond Proposal.xls " +"allen-p/inbox/6.","Message-ID: <22507094.1075855377554.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 14:58:02 -0800 (PST) +From: louise.kitchen@enron.com +To: tim.belden@enron.com, f..calger@enron.com, m..presto@enron.com, + david.duran@enron.com, mitch.robinson@enron.com, + david.forster@enron.com, mike.curry@enron.com, john.arnold@enron.com, + s..shively@enron.com, rob.milnthorp@enron.com, + john.zufferli@enron.com, laura.luce@enron.com, + frank.vickers@enron.com, scott.neal@enron.com, + fred.lagrasta@enron.com, c..aucoin@enron.com, d..steffes@enron.com, + a..roberts@enron.com, mike.grigsby@enron.com, + barry.tycholiz@enron.com, k..allen@enron.com, + brian.redmond@enron.com, a..martin@enron.com +Subject: Re-start/Integration Planning +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Kitchen, Louise +X-To: Belden, Tim , Calger, Christopher F. , Presto, Kevin M. , Duran, W. David , Robinson, Mitch , Forster, David , Curry, Mike , Arnold, John , Shively, Hunter S. , Milnthorp, Rob , Zufferli, John , Luce, Laura , Vickers, Frank , Neal, Scott , Lagrasta, Fred , Aucoin, Berney C. , Steffes, James D. , Roberts, Mike A. , Grigsby, Mike , Tycholiz, Barry , Allen, Phillip K. , Redmond, Brian , Martin, Thomas A. +X-cc: Lavorato, John +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +We have for the last couple of weeks started to compile the Re-start/Integration Plans for Netco. So far, we have primarily focussed on the mid/back plans where the technology requirements have been the driving factors. Several plans are in the final stages of completion including:- + ++ Infrastructure Jenny Rub ++ Development Jay Webb ++ EnronOnline Webb / Forster ++ HR David Oxley ++ Cash Management Tom Myers ++ Credit Debbie Brackett + +The rest will be completed shortly. + +We now need to focus on the commercial plans which have a slightly different focus. John and I would like to receive the plans ""Re-start/Integration"" plans by January 7th, 2002 in order to go through them individually with each of you or in groups. The focus should be to ensure that we have as much of the business up and running in the shortest time possible. I have a suggested outline which you do not have to use but I thought it might help. Please decide within yourselves the areas you will cover together or individually. + +Customer Side ++ Customers Phase 1 - First Week (eg top 10) + Phase 2 - First Month (eg top 50) + Phase 3 - First Quarter (eg top 100) ++ Action Plan Phase 1 Customers + Phase 2 Customers + Phase 3 Customers ++ Contracts by customers (pre-prepared with credit terms etc) ++ Customer visit schedule + +Product Side ++ List of Products Phase 1 - First Week + Phase 2 - First Month + Phase 3 - First Quarter + +Target Number of Transactions ++ Phase 1 ++ Phase 2 ++ Phase 3 + +IT transfer + +Louise" +"allen-p/inbox/62.","Message-ID: <19495537.1075862165839.JavaMail.evans@thyme> +Date: Fri, 2 Nov 2001 12:18:31 -0800 (PST) +From: renee.ratcliff@enron.com +To: k..allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ratcliff, Renee +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +This section pertains to terminated employees who are paid out in the year following the termination event. The way the tax law works, the tax basis for your share distribution will be based on the closing stock price the day preceding notification to the transfer agent. As such, we will distribute net shares calculating the proper withholding at fair market value the day prior to notifying the transfer agent. We will be distributing the shares reflected on your 9/30/01 statement (6,606 shares plus cash for fractional shares). If you would prefer to settle the taxes with a personal check, we can distribute gross shares. Please let me know you preference. + +As you know, we are in the process of transferring recordkeeping services from NTRC to Hewitt. As such, we have a CPA, Larry Lewis, working with us to audit and set up transition files. He has become our department expert on the PSA account (much more knowledgeable than myself) and the various plan provision amendments. If you would like, we can set up a conference call with you, myself, and Larry to go over the payment methodology. Please let me know a date and time that is convenient for you. + +Thanks, + +Renee + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, November 01, 2001 8:26 AM +To: Ratcliff, Renee +Subject: + +Renee, + +Thank you for digging in to the issue of Deferred Phantom Stock Units. It is clear that the payment will be made in shares. However, I still don't understand which date will be used to determine the value and calculate how many shares. The plan document under VII. Amount of Benefit Payments reads ""The value of the shares, and resulting payment amount will be based on the closing price of Enron Corp. common stock on the January 1 before the date of payment, and such payment shall be made in shares of Enron Corp. common stock."" Can you help me interpret this statement and work through the numbers on my account. + +Thank you, + +Phillip Allen" +"allen-p/inbox/63.","Message-ID: <2467021.1075862165862.JavaMail.evans@thyme> +Date: Mon, 19 Nov 2001 15:49:53 -0800 (PST) +From: geninfo@state-bank.com +Subject: Internet Banking +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Christina M. Kirby"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Your Internet Banking accounts are now setup again for accessing. The +login id is still your main acct. # with the password being reset to the +last six (6) digits of your ssn# (this is the ssn# or tin# of the +primary account holder). You will then be directed to a screen that +asks for information such as: +Name +Address +City, State Zip+4 +Phone # +E-Mail Address + +After entering this information and clicking submit, you will then be +instructed to change your password to anything that you desire. Always +remember that your password is case sensitive. One major change is the +wording of your accounts names (they have changed to product types and +not descriptions). You can change your account descriptions by clicking +on the Nicknames button and entering your own account description. + +We are still working on getting the information to post again correctly +(your old account information has been removed, and we hope to have this +information converted shortly and back on-line), so you will notice that +credits and debits do not show up in the appropriate columns. +Transaction descriptions are correct and the balances information is +correct as of our last day of processing (11/16/01). + +We appreciate your patience and continued support. Our goal is to be +fully operational and all information corrected before the holiday +season. + +Please make sure to record any suggestions (or problems) that you might +have concerning our web site. Again, thanks for banking with State Bank +& Trust and happy surfing. + +Sincerely, + +Howard Gordon +Network Administrator +hgordon@state-bank.com" +"allen-p/inbox/64.","Message-ID: <23501072.1075862165886.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 10:15:25 -0800 (PST) +From: geninfo@state-bank.com +Subject: Internet Banking +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Christina M. Kirby"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +To our IBS Customers that are still hanging in there: + +We understand your continued frustration and express our sincerest +apologies for our inability to give complete and accurate answers to +your questions. The problems that we are seeing are one of three (3) +possibilities: + +1) You have entered your password incorrectly (or what you thought was +the correct password) and been given the error message that you have +exceeded your opportunities for today, and you receive the message ""You +have failed to correctly login three times today; please try again +tomorrow, or contact the bank at 830-379-5236 to have your password +reset."" This is the easiest problem to correct and we can fix this one +quickly with you online (on the phone). Should you receive this message, +please call our Computer Department and ask for either myself (Howard +Gordon) @ 830-401-1185, Christina Kirby @ 830-401-1189, or Lora Robles @ +830-401-1182. If you reach our voice mail (or another employee), please +leave your Name, Account # and call back #. + +2) You are not using the last six (6) digits of your ssn# (this is the +ssn# or tin# of the primary account holder). Please try again using the +last six (6) digits, or call us to determine who we have recorded as the +primary account holder. + +3) If you see this error message ""Invalid login; please try again"" +(after three [3] or more tries), then you possibly fall into this last +category. Your account is one of the few that did not convert correctly +(we will not release any information about these accounts until we +verify that all information is correct and accurate). We are finalizing +these accounts today and should have them available for access this +afternoon (late) or this evening. Once we release these accounts for IBS +access, you will have to again use the last six (6) digits of your ssn# +(this is the ssn# or tin# of the primary account holder), then you will +be directed to a screen that asks for information such as: + +Name +Address +City, State Zip+4 +Phone # +E-Mail Address + +After entering this information and clicking submit, you will then be +instructed to change your password to anything that you desire (you can +at this point change your password back to what it was before). Always +remember that your password is case sensitive. + +Should you get into IBS (before early evening [6:00pm]), the balance and +transactional information displayed is as of 11/16/01 (Friday night). We +will have this information updated by 6:00pm (hopefully), and then +information will be as of Monday (11/19/01). Again we want to thank you +for your patience through this (trying) ordeal, and we look forward to +continuing to service your IBS needs in the future. + +Sincerely, + +Howard Gordon +Network Manager + + - geninfo.vcf " +"allen-p/inbox/65.","Message-ID: <13304781.1075862165910.JavaMail.evans@thyme> +Date: Fri, 23 Nov 2001 09:11:38 -0800 (PST) +From: kirk.mcdaniel@enron.com +To: k..allen@enron.com +Subject: SMEs for expert stories +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: Allen, Phillip K. +X-cc: O'rourke, Tim , Frolov, Yevgeny +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip +Good Morning! I hope you had a wonderful Thanksgiving with your family and safe travels. + +As per our meeting on Tuesday, please identify people you think will be good for the expert story roles. You can provide me a list and either contact them first or provide me with an introduction to get their commitment. Thanks a million in advance for your continued support of this project. + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/23/2001 11:06 AM --------------------------- + + +ann.s.chen@accenture.com on 11/20/2001 09:14:57 PM +To: +cc: donald.l.barnhart@accenture.com +Subject: SMEs for expert stories + + +Hello Kirk -- + +Hope you are doing well! + +Just wanted to let you know that I will be taking over the role of +producint the expert stories for our simulation. I understand you will be +obtaining the SMEs who will be providing us with expert stories. Thank you +for your help. Here are a few guidlines to keep in mind: + +Number of SMEs needed: 10 +Number of expert stories: 20-25 +Characteristics: SME needs to be willing to speak in front of the camera, a +mix of structurers, originators and traders + + +I've included below a slightly revised version of the process that we will +follow for working with the SMEs to develop and film the stories. The main +difference is that we need to get the list of SMEs by 11/28, instead of +11/30. By 11/30, we need to have contacted the SMEs and set up time with +them for the following week. I think that to contact 10 SMEs will take at +least 2 days, especially since one of the days is a Friday. + +(11/26-11/28) + --Obtain contact information for expert story SMEs +(11/28-11/30) + --Contact SMEs to give them background regarding +the simulation, describe their role in the simulation, set up a time to +discuss ideas, and set up a time for video shoot. +(12/3-12/6) + --Meet with SMEs to discuss the categories of content we +need and where they can provide stories. + --Send follow-up e-mail asking SMEs to review the +stories (questions and answers) that we will ask them during the video +shoot. + --Make changes to stories, if necessary. + --Send final stories and video shoot logistics to +SMEs +(12/10-12/12) + --Video shoot + +Please let me know if you have any questions. + +Thanks, +Ann + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + +" +"allen-p/inbox/66.","Message-ID: <6722149.1075862165935.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 08:02:04 -0800 (PST) +From: kirk.mcdaniel@enron.com +To: michelle.cash@enron.com +Subject: RM Simulation Storyline Scripts - Ready for Legal Review +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: Cash, Michelle , sheri.a.righi@accenture.com, Allen, Phillip K. +X-cc: O'rourke, Tim , Frolov, Yevgeny , mery.l.brown@accenture.com, laura.a.de.la.torre@accenture.com, donald.l.barnhart@accenture.com +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Michelle +Here are my very minor comments. However we still need to wait on any additions, based on meeting with SME's today. One concern is the firing of the learner who performs bad in the final two scenarios. Do we face any copyright issues using the CNN type themes? In addition, I think we need to stay clear of anything that remotely seems like California or anything that really happen with Enron? (i.e. So-cal Waha) In addition, comments on regulatory issues may be a problem (i.e. California Legislature). + +Sheri + +When you read all the scripts together and due to the similar mechanics being taught it appears very repetitious. Thus I do believe we need to maybe use a ""Dateline"" type theme for one, and a ""60 Minute"" type theme for another scenario vice just the CNN type theme. In the last two scenarios can we include a promotion out of the associate program for the stellar performers (i.e. title change to manager)? + + + + +Cheers Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/27/2001 09:31 AM --------------------------- + + +Kirk McDaniel +11/27/2001 01:41 AM +To: Michelle Cash/Enron@EnronXGate +cc: Tim O'Rourke/Enron@EnronXGate, Yevgeny Frolov/Enron@EnronXGate, mery.l.brown@accenture.com, laura.a.de.la.torre@accenture.com, donald.l.barnhart@accenture.com +Subject: RM Simulation Storyline Scripts - Ready for Legal Review + +Michelle + +Thanks for your support of the BRM project. Here are the remaining scripts. Tim and I will review them too and forward our comments to you. Any feedback on the first two scripts? Again, Thanks!! + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/27/2001 01:37 AM --------------------------- + + +sheri.a.righi@accenture.com on 11/26/2001 05:29:09 PM +To: kmcdani@enron.com +cc: mery.l.brown@accenture.com, laura.a.de.la.torre@accenture.com, donald.l.barnhart@accenture.com +Subject: RM Simulation Storyline Scripts - Ready for Legal Review + + +Kirk - + +I have combined all of the storyline scripts (Intro and Scenarios 1-7) for +you to send to Legal for their review. Your comments were incorporated in +the scripts for scenarios 1 and 2. We decided to refer to the company as +both Energy Incorporated and Energy Inc. rather than using E.I. so that +there is no confusion with Enron International. We will not have a coach +exit for scenario 5 until EOD tomorrow after the Ed meeting. In reference +to your concern over ""locking in a price"" as collusion, those were +Phillip's words but we hope Legal will decide if we need to change them. + +Please let me know if you have any questions. + + +(See attached file: RM Simulation - Intro & Scenarios 1-7.doc) + + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + - RM Simulation - Intro & Scenarios 1-7.doc + + +" +"allen-p/inbox/67.","Message-ID: <1389428.1075862165961.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 08:10:09 -0800 (PST) +From: kirk.mcdaniel@enron.com +To: michelle.cash@enron.com, k..allen@enron.com, tim.o'rourke@enron.com, + yevgeny.frolov@enron.com +Subject: RE: Updates to our Video Production Timeframes and Scope +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McDaniel, Kirk +X-To: Cash, Michelle , Allen, Phillip K. , O'rourke, Tim , Frolov, Yevgeny , sheri.a.righi@accenture.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Team +FYI + +Sheri +The 3 SME's that have already committed to being on film need to be keep in the lope regarding the timeline. Also check with these 2 SME's for additional candidates (i.e. check with Mark Reese to see if Lamar Frazier would be interested). I would like to be conferenced in on the media calls & meetings. Also cc me on their emails or forward to me their emails. This will keep me in the loop. Thanks + +Phillip +If you have some additional people in mind, we need them identified as soon as possible. Thanks + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 11/27/2001 10:04 AM --------------------------- + + +sheri.a.righi@accenture.com on 11/27/2001 09:09:46 AM +To: kmcdani@enron.com +cc: donald.l.barnhart@accenture.com +Subject: RE: Updates to our Video Production Timeframes and Scope + + +Kirk - + +Thank you for helping us work towards sign-off from Enron Legal. Seeing as +you haven't been closely involved, I thought you'd like an update on our +media production tasks. + +As you know, we are completing our planning phase for the production of the +storyline scripts. Our media vendor, Cramer, has been extremely helpful and +enjoyable to work with. Below is an email from Steve, the director for our +storyline video, explaining where we are in the production process. + +Have a good day! + + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +----- Forwarded by Sheri A. Righi/Internal/Accenture on 11/27/2001 09:05 AM +----- + + Steve Johnson + cc: Chris Ciotoli + Subject: RE: Updates to our Video Production Timeframes and Scope + 11/26/2001 11:27 AM + + + + + + +Hey Sheri, +I hope you had a great Thanksgiving! I can't believe it's over +already! Anyway...we've shuffled the schedule around, securing the 6th and +7th of +December for the shoot in the studio. We're working on finalizing the +edit dates to reflect that shift. Chris is moving to hold all talent for +those dates. + +I guess it's now in the hands of legal! As soon as we confirm the edit +suite +availability +we'll revise and post the new schedule. We're scheduled for our weekly call +tomorrow but if +anything comes up just give me a buzz! +Thanks Sheri! +Steve + + +-----Original Message----- +From: sheri.a.righi@accenture.com [mailto:sheri.a.righi@accenture.com] +Sent: Wednesday, November 21, 2001 1:42 PM +To: SJohnson@crameronline.com; CCiotoli@crameronline.com +Cc: mery.l.brown@accenture.com; donald.l.barnhart@accenture.com; +jonathan.o.stahl@accenture.com +Subject: Updates to our Video Production Timeframes and Scope + + +Hello Steve and Chris - + +Recently, there were changes to the overall number of our scenarios in our +simulation. There will be seven scenarios versus the nine we have been +discussing. These changes result in: + Deletion of 2 intro and 2 exit videos + Deletion of six interview questions (see more detail below) + No additional characters. We will still need all characters (and + talent) that we have casted for. + +Laura has been working with John to make the required edits to the scripts. +We have recieved today (mid-day). + +Based on our last discussion, I'd like to recommend we set the date for our +shoot for the end of the first week in Dec. Specifically, Dec. 6th and 7th. +This recommendation is based on the response I received from our project +manager in regards to the time it will take to have Legal review our +scripts. + +Please let me know if you have any questions. Thank you and have a +wonderful Thanksgiving! + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +----- Forwarded by Sheri A. Righi/Internal/Accenture on 11/21/2001 01:30 PM +----- + + + Laura A. de la Torre + + To: Mery L. +Brown/Internal/Accenture@Accenture, Sheri A. + 11/20/2001 05:35 PM Righi/Internal/Accenture@Accenture + + cc: + + Subject: Conversion and +Arbitrage Q&A + + + + + +These are the changes resulting from omitting conversion and arbitrage + +From Scenario 6 Conversion: + +-delete Q # 1, 2, 6 +-move Q #3 to scenario 5 (power plant) and make the Q be for the financial +trader, Garcia +-move Q #4 and #5 to scenario 9 (storage) and make them be for the +structurer, Chen + +From Scenario 7 Arbitrage: + +-delete Q #1, 2, 3 +-move Q#4 to scenario 9 (storage) and keep it as a Q for the physical +trader (Rick Lee) + + + + + +Laura de la Torre +Accenture +Resources +Houston, Texas +Direct Dial 713.837.2133 +Octel 83 / 72133 + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited. + +" +"allen-p/inbox/68.","Message-ID: <31788530.1075862165983.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 11:04:59 -0800 (PST) +From: mery.l.brown@accenture.com +To: pallen@enron.com +Subject: Room for Tomorrow's Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +Ina scheduled the conference room for tomorrow, so she's probably already +got it on your schedule, but FYI - our meeting will be in the new Enron +building, Room 6104. + +See you at 10:00. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/inbox/69.","Message-ID: <16163432.1075862166007.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 11:22:36 -0800 (PST) +From: gthorse@about-cis.com +To: k..allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Greg Thorse"" @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip; + +This attachment is my start on your 1031 search. From my experience, you +will probably need to park the money until we find the right investment for +you. I have not had time to analize all of the possibilities. + +Are you coming on Friday? Do you want me to drive by these properties +tomorrow, or are we going to do it Friday? + +Please reply + + + + - Phillip Allen 1031 Spreadsheet.xls " +"allen-p/inbox/7.","Message-ID: <17633117.1075855377578.JavaMail.evans@thyme> +Date: Sat, 29 Dec 2001 15:02:59 -0800 (PST) +From: gthorse@about-cis.com +To: pallen70@hotmail.com +Subject: Bishops Corner +Cc: k..allen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +Bcc: k..allen@enron.com +X-From: ""Greg Thorse"" @ENRON +X-To: pallen70@hotmail.com +X-cc: Allen, Phillip K. +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Phillip; + +Could you please e-mail me the draw file you created for Bishops Corner. I +was working on submitting it to you and rather then recreate it I should +just have you send it back to me to fill in the new draw totals. + +Also, I need the vendor payee list that you created for the Land and Soft +costs. I need to re-format it by draw number and to the Bank One format, and +again it would be easier to get it from you then to re-create it. + +Please take a look at the following summary and compare to your numbers to +see if you agree. + + Land And Soft Costs - Initial Draw $ 1,608,683.05 + Galaxy - Draw # 1 $ 250,000.00 + Galaxy - Draw # 2 $ 223,259.09 + + Total Paid To Date Cash $ 2,081,942.14 + + Project Cost $ 10,740,980.87 + Loan Amount $ 8,055,736.65 + + Equity Required $ 2,685,244.22 + Developer Profit $ ( 326,202.57) + + Balance Of Funding $ 2,359,041.65 + + Total Paid To Date $ 2,081,942.14 + + Balance To Fund Cash $ 277,099.51 + + + Galaxy - Draw # 3 $ 467,566.66 + + Bank One Draw # 1 $ 190,467.15 + Final Cash Funding $ 277,099.51 + + +I think you thought you had more to fund. However, I do not see that you +accounted for the cash portion of the Developer fee that you paid CIS. Am I +looking at this right? Please let me know and attach? the files discussed +above. I am working all day Monday so I hope I can get it before then if +possible. + +Thanks A Lot + +Greg Thorse + + + + +" +"allen-p/inbox/70.","Message-ID: <2123429.1075862166032.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 13:20:35 -0800 (PST) +From: ryan.o'rourke@enron.com +To: k..allen@enron.com, tom.alonso@enron.com, robert.badeer@enron.com, + eric.bass@enron.com, tim.belden@enron.com, chad.clark@enron.com, + mike.cowan@enron.com, chris.dorland@enron.com, frank.ermis@enron.com, + h..foster@enron.com, l..gay@enron.com, mike.grigsby@enron.com, + mog.heu@enron.com, keith.holst@enron.com, jason.huang@enron.com, + kam.keiser@enron.com, tori.kuykendall@enron.com, + matthew.lenhart@enron.com, t..lucci@enron.com, + chris.mallory@enron.com, a..martin@enron.com, + stephanie.miller@enron.com, matt.motley@enron.com, + jay.reitmeyer@enron.com, m..scott@enron.com, matt.smith@enron.com, + p..south@enron.com, mike.swerzbin@enron.com, m..tholt@enron.com, + barry.tycholiz@enron.com, houston <.ward@enron.com>, + mark.whitt@enron.com, jason.wolfe@enron.com +Subject: West NatGas Prices 1127 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: O'Rourke, Ryan +X-To: Allen, Phillip K. , Alonso, Tom , Badeer, Robert , Bass, Eric , Belden, Tim , Clark, Chad , Cowan, Mike , Dorland, Chris , Ermis, Frank , Foster, Chris H. , Gay, Randall L. , Grigsby, Mike , Heu, Mog , Holst, Keith , Huang, Jason , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Lucci, Paul T. , Mallory, Chris , Martin, Thomas A. , Miller, Stephanie , Motley, Matt , Reitmeyer, Jay , Scott, Susan M. , Smith, Matt , South, Steven P. , Swerzbin, Mike , Tholt, Jane M. , Tycholiz, Barry , Ward, Kim S (Houston) , Whitt, Mark , Wolfe, Jason +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Let me know if the link that I just sent for trv website doesn't work for you. + + + +That is how I will start to publish this sheet. + +-Ryan + 5-3874" +"allen-p/inbox/71.","Message-ID: <20123659.1075862166054.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 16:50:21 -0800 (PST) +From: leanne@integrityrs.com +To: leanne@integrityrs.com +Subject: Retail Strip Center for Sale +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Leanne @ENRON +X-To: leanne@integrityrs.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Hello: +Integrity Realty Services has the following property available for sale: +1) 11815 North RR 620, Austin, Texas 78750 -- A one story retail strip center with an Exxon convenience store with fuel sales located in one of Austin's most rapidly growing areas. Excellent visibility and access from both RR 620 and El Salido Parkway. +Purchase Price: $975,000 Improvements: 9,594 Square Feet For More Information: www.integrityrs.com/inventory/index.cfm +Thank you. +Joe Linsalata +Integrity Realty Services +205 South Commons Ford Road, No.1 +Austin, Tx 78733-4004 +Office: 512.327.5000 +Fax: 512.327.5078 +email: joe@integrityrs.com +large email's: integrity1@austin.rr.com +========================================================== +IF YOU WISH TO NO LONGER RECEIVE EMAILS FROM ME PLEASE REPLY +TO THIS EMAIL MESSAGE AND I WILL REMOVE YOUR EMAIL. THANKS. +==========================================================" +"allen-p/inbox/72.","Message-ID: <23221832.1075862166078.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 15:19:15 -0800 (PST) +From: melissaspears@open2win.oi3.net +To: pallen@enron.com +Subject: PHILLIP, FREE Stock Alerts, Make Money on Your Stocks! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Melissa Spears@ENRON +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] +[IMAGE] + + ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ +This email is not sent unsolicited. This is an Open2Win mailing! +This message is sent to subscribers ONLY. +The e-mail subscription address is: pallen@enron.com +To unsubscribe please click here. or +Send an email with remove as the subject to remove@opthost.com ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ +08943A37-C26C-43AE-897A-13856DF90795 " +"allen-p/inbox/73.","Message-ID: <17733064.1075862166101.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 17:05:30 -0800 (PST) +From: jwills3@swbell.net +To: k..allen@enron.com +Subject: Re: PO spreadsheets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: James Wills @ENRON +X-To: Allen, Phillip K. , melick@texas1031.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, the insurance/repairs numbers are actually overstated; they are based on calculations from USPSL owners and agents like us who have helped clients buy and sell post offices for years. With regards to the exercising of renewal options, you might be interested to know that the USPS actually renews these 94% of the time; some post offices are in the 75 years and above range on leases. And finally, the construction costs are reflective of the construction codes and practices the USPS requires for contractors. These are well-built facilities, last a long time, and can be converted to many other uses if the post office moves out. + +I have added another post office for your consideration. It's in McAllen, is a multi-tenant building, and has a fairly strong cap rate. The flyer is attached. + +In any case, I would be glad to help you look for other investment possibilities over here. Do let me know what you've already found, and what you might like to find. I look forward to hearing from you. With best regards, Jim Wills + +Phillip.K.Allen@enron.com wrote: + +> Jim, +> +> Your spreadsheet shows the same type of return I was calculating. Your +> insurance and repair numbers seem very low. Also, assuming that the +> options to extend at higher rates will be exercised is a huge leap of +> faith. I don't believe these properties cost any where near the $150+/sf +> that they are being offered at. +> +> Based on the optimistic back loaded returns, I would not be comfortable +> purchasing a post office at this time. Thank you anyway. +> +> Phillip +> +> -----Original Message----- +> From: James Wills @ENRON +> Sent: Tuesday, November 20, 2001 8:56 AM +> To: pallen70@hotmail.com; pallen@enron.com +> Subject: PO spreadsheets +> +> Phillip, +> +> Hope you are doing well this week, and have great plans for +> Turkeyday!! +> We'll be with family in Austin, and kind of on a maiden voyage in our +> '83 Avion that we're upgrading for camping! +> +> Here's a look at three post offices in a slightly different manner. +> Remember that the Roma one is about 5 years old, was a 15 yr lease +> originally. The other two are new. +> +> The Roma is like buying a savings account. It would be paid off in 10 +> years, you would reap some cash flow during that period, then the +> bonus +> kicks in after that with the 10 yr. renewals at a higher lease income +> after it's paid off. It would probably go beyond another 10 years. +> Cash +> on cash returns don't mean as much on shorter amoritazations like +> Roma. +> +> We have shown this info and flyers to several people, so do let us +> know +> if you are interested in any of them...I really don't think they will +> last long. With best regards, Jim Wills +> +> - new analysis.xls << File: new analysis.xls >> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you. +> ********************************************************************** + + - Mcallen.wps.doc " +"allen-p/inbox/74.","Message-ID: <9144651.1075862166126.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 17:06:01 -0800 (PST) +From: michelle.akers@enron.com +To: k..allen@enron.com, eric.bass@enron.com, frank.ermis@enron.com, + email <.gasdaily@enron.com>, l..gay@enron.com, + mike.grigsby@enron.com, keith.holst@enron.com, + email <.kdoole@enron.com>, f..keavey@enron.com, kam.keiser@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com, + email <.liane@enron.com>, email <.mhenergy@enron.com>, + email <.mike@enron.com>, email <.ngw@enron.com>, + email <.phillip@enron.com>, email <.prices@enron.com>, + email <.prices@enron.com>, jay.reitmeyer@enron.com, + m..scott@enron.com, p..south@enron.com, m..tholt@enron.com +Subject: Enron North America Bid-Week Prices for West Region (11/27/2001) +Cc: michelle.akers@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michelle.akers@enron.com +X-From: Akers, Michelle +X-To: Allen, Phillip K. , Bass, Eric , Ermis, Frank , GasDaily (email) , Gay, Randall L. , Grigsby, Mike , Holst, Keith , kdoole - Publication Distribution (email) , Keavey, Peter F. , Keiser, Kam , Kuykendall, Tori , Lenhart, Matthew , Liane Kucher (email) , mhenergy - Publication Distribution (email) , Mike Grigsby @ home (email) , NGW Publication (email) , Phillip Allen - Home (email) , Prices - Intelligence Press (email) , Prices - L Kuch (email) , Reitmeyer, Jay , Scott, Susan M. , South, Steven P. , Tholt, Jane M. +X-cc: Akers, Michelle +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please be advised that this information is confidential and proprietary. We ask that this confidential information be treated as such, in accordance with applicable laws and regulations governing disclosure of confidential information by gas marketers such as Enron. + + + " +"allen-p/inbox/75.","Message-ID: <14859009.1075862166148.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 17:22:24 -0800 (PST) +From: arsystem@mailman.enron.com +To: k..allen@enron.com +Subject: Your Approval is Overdue: Access Request for matt.smith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem @ENRON +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This request has been pending your approval for 35 days. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000067320&Page=Approval to review and act upon this request. + + + + + +Request ID : 000000000067320 +Request Create Date : 10/11/01 10:24:53 AM +Requested For : matt.smith@enron.com +Resource Name : Risk Acceptance Forms Local Admin Rights - Permanent +Resource Type : Applications + + + +" +"allen-p/inbox/78.","Message-ID: <26175277.1075863149462.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 10:07:13 -0800 (PST) +From: greg.whalley@enron.com +To: k..allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Whalley, Greg +X-To: Allen, Phillip K. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Wow! this looks complicated. let me get some help on this and get back to= + you + + + + -----Original Message----- +From: =09Allen, Phillip K. =20 +Sent:=09Friday, November 16, 2001 8:38 AM +To:=09Whalley, Greg; Lavorato, John +Subject:=09FW:=20 + + +Greg, + +After making an election in October to receive a full distribution of my de= +ferral account under Section 6.3 of the plan, a disagreement has arisen reg= +arding the Phantom Stock Account. =20 + +Section 6.3 states that a participant may elect to receive a single sum dis= +tribution of all of the participant's deferral accounts subject to a 10% pe= +nalty. This provision is stated to be notwithstanding any other provision = +of the plan. It also states that the account balance shall be determined a= +s of the last day of the month preceding the date on which the committee re= +ceives the written request of the participant. In my case this would be as= + of September 30th. I read this paragraph to indicate a cash payout of 90%= + of the value of all deferrals as on September 30, 2001. The plan administ= +rators, however, interpret this paragraph differently. Their reading yield= +s a cash payout of 90% of the value for deferrals other than the Phantom St= +ock Account, which they believe should be paid with 90% of Enron Corp. sha= +res in the account as of September 30, 2001. Their justification is that i= +n several places throughout the plan document and brochures it is stated th= +at the distributions of the Phantom Stock Account shall be made in shares o= +f Enron Corp. common stock. + +There are two reason that I do not agree with their interpretation. First,= + section 6.3 begins with ""notwithstanding any other provision of the Plan.= +"" This indicates that any other payout methodologies described in other se= +ctions of the plan which deal with normal distribution at termination do no= +t apply. Second, the language in section 6.3 stating ""a single sum distrib= +ution of all of the Participant's deferral accounts"" indicates that one pay= +ment will be made not a cash payment separate from a share distribution. + +The interpretation of the administrators goes beyond section 6.3. If that = +is the case then section 7.1 should apply. This section does provide for t= +he Phantom Stock Account to be paid in shares. However, it states ""The val= +ue of the shares, and resulting payment amount, will be based on the closin= +g price of Enron Corp. common stock on the January 1 before the date of pay= +ment, and such payment shall be made in shares of Enron Corp common stock"".= + This would result in approximately 8.3 shares to be distributed for every= + share in the account on January 1, 2001. Although this would be the most = +beneficial to the participants due to the decline of the value of Enron Cor= +p. common stock from $83 to $10 per share, this methodology goes beyond se= +ction 6.3. + +The calculations below illustrate the difference in the value and method of= + distribution under each of the three interpretations: + + + + +Section 6.3=09=09Plan Administrators=09=09Section 7.1 + +Number of shares=09=096,600=09shares=09=096,600=09shares=09=09=096,600 shar= +es +Relative share price=09=09$27.23=09=09=09=09=09=09=09$83.13 +Phantom Stock Value=09=09$179,718=09=09=09=09=09=09$548,658 +10% Penalty=09=09=09-17,972=09=09=09 -600=09=09=09=09-54,866 +Value to be distributed=09=09$161,746=09=096,000 shares=09=09=09$493,792 +Current stock price=09=09=09=09=09=09=09=09=09$10 +Distribution=09=09=09$161,746=09=096,000 shares=09=09=0949,379 shares + +I believe my interpretation under section 6.3 is correct and fair. If the = +administrators insist on distributing shares instead of cash then section 7= +.1 should apply. The current interpretation of the plan administrators is = +a hybrid between the two sections resulting in the lowest possible payout. = + =20 + +In addition to myself, Tom Martin, Scott Neal, and Don Black are facing the= + same issue. I would appreciate your review and consideration of this matt= +er. + +Sincerely, + + +Phillip Allen =20 +=09=09=09=09=09=09=09=09=09=09" +"allen-p/inbox/79.","Message-ID: <29285102.1075863149530.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 12:22:12 -0800 (PST) +From: mery.l.brown@accenture.com +To: pallen@enron.com +Subject: Summary of Today's Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: donald.l.barnhart@accenture.com, kmcdani@enron.com, Frolov, Yevgeny +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +Thank you for meeting with us today. I want to take a few minutes to +summarize the decisions that came out of our meeting. + +1. Feedback Approach: We will incorporate the ideas and suggestions you +gave us and move forward with this approach. + +2. SME Review of Knowledge System Topics: When the time comes for Topics +reviews, we will send you the name of the SME who is responsible for +sign-off on each topic. + +3. Conversion and Arbitrage Problems: We will brainstorm ways to +incorporate more problems without going over our 4-6 hour target. We will +meet with you next Tuesday at 10:00 to review the problems as we've +designed them so far and arrive at a solution. (I will send an e-mail +Monday with the room number.) + +Have a good weekend. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/inbox/8.","Message-ID: <7059385.1075855377617.JavaMail.evans@thyme> +Date: Sun, 30 Dec 2001 13:20:05 -0800 (PST) +From: software@mail02.unitedmarketingstrategies.com +To: pallen@enron.com +Subject: PHILLIP, You've been selected to get FREE software from Sega, IBM, + Disney & may more... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: software@mail02.unitedmarketingstrategies.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +PHILLIP, Free Software now available to you from Sega, IBM, Disney, +Simon & Schuster and many others! + +You have been selected to receive unlimited free software programs from the biggest +publishers in the world. Click below to receive your free software programs today! + +Click here: http://www.freesoftwarepromotions.com/100012 +AOL Members Click Here + +All titles are full-version, CD-ROMs (not shareware or demos) that are currently +sold in retail outlets for as much as $50 each. + +Act today while supplies last! +So hurry up and take advantage of this (almost) too-good-to-be-true offer +by clicking on the link below! + +Yes, I want free software! +Click here: http://www.freesoftwarepromotions.com/100012 +AOL Members Click Here + +Brought to you by FreeSoftwarePromotions in conjunction with Sega TM, +IBM TM, Simon & Schuster TM and Crayola TM. + +______________________________________________________________________ +Below are just a few of the 100's of titles that are ALL FREE! +Visit our website to see more. + +American Heritage -History of the US +Bodyworks 6.0 +Chessmaster 5500 +Compton's Complete - Interactive Cookbook +Crayola Magic 3D Coloring +Deer Avenger! +Environmentally Safe Home +Food Lover's Encyclopedia +Future Cop - LAPD +House Beautiful 3D - +Interior Designer +Inside the SAT & ACT +Logic Quest +Math Invaders +Money Town +Nuclear Strike +Pink Panther +Pizza Pilots +Planetary Taxi +Reader Rabbit +Resumes That Work +Road Rash +Spellbound +SEGA Rally Championship +Simon & Schuster's New Millennium Encyclopedia +Smithsonian: Total Amazon +Think & Talk French +Tom Clancy's SSN - +Virtua Fighter +Virtua Squad +Virtual On Cybertrooper +Webster's New World Dictionary & Thesaurus +Weight Watcher's Light & Tasty Deluxe +World Book +Worldwide Soccer + + +Click here: http://www.freesoftwarepromotions.com/100012 +AOL Members Click Here + +_________________________________________________________________________ +PHILLIP, This email message may be a recurring mailing. +If you would like to be removed from the United Marketing Strategies +email announcement list, click on the link below (You may need to +copy and paste the link into your browser)click below: +http://mail01.unitedmarketingstrategies.com/remove/unsubscribe.html +Remove +__________________________________________________________________________" +"allen-p/inbox/83.","Message-ID: <33335249.1075863149624.JavaMail.evans@thyme> +Date: Sun, 25 Nov 2001 19:21:47 -0800 (PST) +From: pallen70@hotmail.com +To: pallen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""phillip allen"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +Get your FREE download of MSN Explorer at http://explorer.msn.com + - DESIGNSELECTIONS_DyalRoberts.doc " +"allen-p/inbox/84.","Message-ID: <7182251.1075863149647.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 08:31:11 -0800 (PST) +From: david.oxley@enron.com +To: k..allen@enron.com +Subject: Answer +Cc: greg.whalley@enron.com, mary.joyce@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: greg.whalley@enron.com, mary.joyce@enron.com +X-From: Oxley, David +X-To: Allen, Phillip K. +X-cc: Whalley, Greg , Joyce, Mary +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +For purposes of an accelerated distribution from the PSA, a ""single sum distribution,"" in Section 6.2 means that a PSA account is distributed all at once, as distinguished from another form of payout as may have been selected by a participant in his or her deferral agreement. + +Section 6.2 is clear in that the account balance shall be determined as of the last day of the month preceding the date on which the Committee receives the written request of the Participant. A PSA account balance is reflected in shares of stock since the form of distribution is shares of stock. + +Additionally, any portion of a PSA balance attributable to deferral of restricted stock is administered under Sections 3.5 and 3.6 and Exhibit A of the Plan. This section is applicable now as we are accelerating the distribution of PSA balances created with deferrals of restricted stock. The Plan indicates that upon death, disability, retirement or termination, the share units are converted to shares which are issued to the executive according to the payment election made by the executive at the time of the deferral election. + + Therefore the distribution you will receive in shares is correct and we do not agree with your interpretation of the plan. +" +"allen-p/inbox/85.","Message-ID: <16804123.1075863149669.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 15:33:45 -0800 (PST) +From: mery.l.brown@accenture.com +To: pallen@enron.com +Subject: Wednesday Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: mery.l.brown@accenture.com@ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Phillip, + +I will get a room for our Wednesday 10:00 meeting and e-mail you with the +room number. FYI, our goal is to discuss the expert path (best answers) for +the storage problem and to ask you some specific questions regarding +storage. + +Also, if you have time, could you send me a definition of Intra-Month Risk? + +Thank you for your help. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/inbox/86.","Message-ID: <32797781.1075863149691.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 15:22:12 -0800 (PST) +From: gift@amazon.com +To: pallen@enron.com +Subject: Free Shipping Ends December 4--Shop Today +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Amazon.com"" @ENRON +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +[IMAGE] + + +[IMAGE] +[IMAGE] [IMAGE] +[IMAGE] + + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Search Amazon.com for: + + + We hope you enjoyed receiving this message. However, if you'd rather not receive future e-mails of this sort from Amazon.com, please visit the Help page Updating Subscriptions and Communication Preferences and click the Customer Communication Preferences link. Please note that this e-mail was sent to the following address: pallen@enron.com + + +[IMAGE]" +"allen-p/inbox/87.","Message-ID: <102930.1075863149717.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 16:17:10 -0800 (PST) +From: geninfo@state-bank.com +Subject: How do I eat crow and still make it tasty??????? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Christina M. Kirby"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +To all of our esteemed & prized Internet Banking (IBS) Clients: + +You probably have begun to wonder does anyone ever return phone calls +(or e-mails). We really do but have been holed up trying to complete +this project ASAP. We knew that this might upset some clients, but we +found that this is the quickest way to fix this problem and get our +users back on-line. + +We have finalized the movement of your customer account #s and re-linked +your additional accounts back to your primary Login ID (Acct #). This +process was more daunting than we anticipated and having to verify 1100 +IBS users and account #s (to insure your data integrity and +confidentiality) was even more grueling than expected. After verifying +data and Login IDs, we believe that we are on the right track. Some of +you (our IBS clients) might notice your accounts displayed more than +once or additional accounts displayed that you may (or may not) want +displayed on your IBS screen. Should this be the case, please e-mail (or +phone) the information to us and we will remove this information right +away. + +To our IBS Billpayer clients: + +During this process, we seem to have misplaced (blown away) your bill +payment information (particularly anyone that has [had] reoccurring +payments scheduled to process on particular days). This has become our +highest priority to retrieve this information, thus alleviating the +process of having to request that our IBS Billpayers re-enter this +information. We are going to waive all bill payment charges for the +months of November & December, 2001 to try and regain your confidence +(and support). + +Again, we deeply express our regrets and hope that we (yourselves and +ourselves) do not have to go through this process again. Should you be +one of our IBS clients that still has not gained access to your account +information, please refer to the following information: + +1) You have entered your password incorrectly (or what you thought was +the correct password) and been given the error message ""You have failed +to correctly login three times today; please try again tomorrow, or +contact the bank at 830-379-5236 to have your password reset."" This is +the easiest problem to correct and we can fix this one quickly with you +online (on the phone or by e-mail [our preferred method]). Should you +receive this message, please call our Computer Department and ask for +either myself (Howard Gordon) @ 830-401-1185, Christina Kirby @ +830-401-1189, or Lora Robles @ 830-401-1182. If you reach our voice mail +(or another employee), please leave your Name, Account # and call back +#. + +2) You are not using the last six (6) digits of your ssn# (this is the +ssn# or tin# of the primary account holder). Please try again using the +last six (6) digits, or call us to determine who we have recorded as the +primary account holder. Since we have released these accounts for IBS +access, you will have to again use the last six (6) digits of your ssn# +(this is the ssn# or tin# of the primary account holder), then you will +be directed to a screen that asks for information such as: + +Name +Address +City, State Zip+4 +Phone # +E-Mail Address + +After entering this information and clicking submit, you will then be +instructed to change your password to anything that you desire (you can +at this point change your password back to what it was before). Always +remember that your password is case sensitive. + +Again we want to thank you for your patience through this (trying) +ordeal, and we look forward to serving your IBS needs in the future. + +Sincerely, + +Howard Gordon +Network Manager + + - geninfo.vcf " +"allen-p/inbox/9.","Message-ID: <32169781.1075855377639.JavaMail.evans@thyme> +Date: Sun, 30 Dec 2001 18:33:29 -0800 (PST) +From: unsubscribe-i@networkpromotion.com +To: pallen@enron.com +Subject: Too many to chose from - CD player, 2 way Radios, Pencam.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: itsImazing @ENRON +X-To: PALLEN@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Inbox +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +[IMAGE] +Get your FREE* Reward NOW! +=09=09[IMAGE]=09 +=09PHILLIP, this is for REAL... one of America's largest Internet companies= + has granted you what may be an incredibly valuable reward. There are 3 R= +eward Groups... you get to select 1 FREE* REWARD valued at up to $100.00, a= +bsolutely FREE.* They are as follows: =09=09 +[IMAGE] (Choose one reward valued at up to $100.00) =09 =09=09 +=09=09=09 +=09=09 [IMAGE] HURRY!!! These valuable Rewards can be withdrawn at anytime = +so make your selection now. Choose one of the three Reward groups: (1) a FR= +EE* Hayo Portable CD Player, (2) 2 FREE* Motorola Talkabout Two-Way Radios,= + or (3) a FREE* Pen Cam Trio. Included with your FREE* REWARD you will be s= +aving money on your long distance bill by signing up with Sprint 7? AnyTime= +SM Online plan. This plan gives you 7? per minute state-to-state calling, w= +ith no monthly fee**. Simply remain a customer for 90 days, complete the re= +demption certificate you will receive by mail, and we will send you the FRE= +E* REWARD that you have chosen above, for FREE*. * Requires change = +of state-to-state long distance carrier to Sprint, remaining a customer for= + 90 days and completion of redemption certificate sent by mail. ** When yo= +u select all online options such as online ordering, online bill payment, o= +nline customer service and staying a Sprint customer, you reduce your month= +ly reoccurring charge and save $5.95 every month. Promotion excludes curren= +t Sprint customers. =09 +" +"allen-p/notes_inbox/1.","Message-ID: <30413456.1075855678621.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 18:41:00 -0800 (PST) +From: 1.11913372.-2@multexinvestornetwork.com +To: pallen@enron.com +Subject: December 14, 2000 - Bear Stearns' predictions for telecom in Latin + America +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Multex Investor <1.11913372.-2@multexinvestornetwork.com> +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +In today's Daily Update you'll find free reports on +America Online (AOL), Divine Interventures (DVIN), +and 3M (MMM); reports on the broadband space, Latin +American telecom, and more. + +For free research, editor's picks, and more come to the Daily Investor: +http://www.multexinvestor.com/AF004627/magazinecover.asp?promo=unl&d=20001214# +investor + +*************************************************************** +You are receiving this mail because you have registered for +Multex Investor. To unsubscribe, see bottom of this message. +*************************************************************** + +======================== Sponsored by ========================= +Would you own just the energy stocks in the S&P 500? +Select Sector SPDRs divides the S&P 500 into nine sector index funds. +Pick and choose just the pieces of the S&P 500 you like best. +http://www.spdrindex.com +=============================================================== + +Featured in today's edition of the Daily Update: + +1. SPECIAL ANNOUNCEMENT: Treat yourself to Multex Investor's NEW Personal +Finance Channel to take advantage of top-notch content and tools FREE. + +2. DAILY FREE SPONSOR REPORT: Robertson Stephens maintains a ""buy"" rating +on Divine Interventures (DVIN). + +3. FREE RESEARCH REPORT: Jefferies & Co. rates America Online (AOL) a +""buy,"" saying projected growth remains in place. + +4. ASK THE ANALYST: Morgan Stanley Dean Witter's Lew Smith in the Analyst +Corner + +5. HOT REPORT: Oscar Gruss & Son's most recent issue of its Broadband +Brief reports the latest developments in the broadband space. + +6. EDITOR'S PICK: Bear Stearns measures the impact of broadband and the +Internet on telecom in Latin America. + +7. FREE STOCK SNAPSHOT: The current analysts' consensus rates 3M (MMM), a +""buy/hold."" + +8. JOIN THE MARKETBUZZ: where top financial industry professionals answer +your questions and offer insights every market day from noon 'til 2:00 +p.m. ET. + +9. TRANSCRIPTS FROM WALL STREET: Ash Rajan, senior vice president and +market analyst with Prudential Securities, answers questions about the +market. + +======================== Sponsored by ========================= +Profit From AAII's ""Cash Rich"" Stock Screen - 46% YTD Return + +With so much market volatility, how did AAII's ""Cash Rich"" +Stock Screen achieve such stellar returns? Find the answer by +taking a free trial membership from the American Association +of Individual Investors and using our FREE Stock Screen service at: +http://subs.aaii.com/c/go/XAAI/MTEX1B-aaiitU1?s=S900 +=============================================================== + +1. NEW ON MULTEX INVESTOR +Take charge of your personal finances + +Do you have endless hours of free time to keep your financial house in +order? We didn't think so. That's why you need to treat yourself to Multex +Investor's NEW Personal Finance Channel to take advantage of top-notch +content and tools FREE. +Click here for more information. +http://www.multexpf.com?mktg=sgpftx4&promo=unl&t=10&d=20001214 + + +2. DAILY FREE SPONSOR REPORT +Divine Interventures (DVIN) + +Robertson Stephens maintains a ""buy"" rating on Divine Interventures, an +incubator focused on infrastructure services and business-to-business +(B2B) exchanges. Register for Robertson Stephens' free-research trial to +access this report. +Click here. +http://www.multexinvestor.com/Download.asp?docid=5018549&sid=9&promo=unl&t=12& +d=20001214 + + +3. FREE RESEARCH REPORT +Hold 'er steady -- America Online (AOL) + +AOL's projected growth and proposed merger with Time Warner (TWX) both +remain in place, says Jefferies & Co., which maintains a ""buy"" rating on +AOL. In the report, which is free for a limited time, analysts are +confident the deal will close soon. +Click here. +http://www.multexinvestor.com/AF004627/magazinecover.asp?promo=unl&t=11&d=2000 +1214 + + +4. TODAY IN THE ANALYST CORNER +Following market trends + +Morgan Stanley Dean Witter's Lew Smith sees strong underlying trends +guiding future market performance. What trends does he point to, and what +stocks and sectors does he see benefiting from his premise? + +Here is your opportunity to gain free access to Morgan Stanley's research. +Simply register and submit a question below. You will then have a free +trial membership to this top Wall Street firms' research! Lew Smith will +be in the Analyst Corner only until 5 p.m. ET Thurs., Dec. 14, so be sure +to ask your question now. +Ask the analyst. +http://www.multexinvestor.com/ACHome.asp?promo=unl&t=1&d=20001214 + + +5. WHAT'S HOT? RESEARCH REPORTS FROM MULTEX INVESTOR'S HOT LIST +Breaking the bottleneck -- An update on the broadband space + +Oscar Gruss & Son's most recent issue of its Broadband Brief reports the +latest developments in the broadband space, with coverage of Adaptive +Broadband (ADAP), Broadcom (BRCM), Efficient Networks (EFNT), and others +(report for purchase - $25). +Click here. +http://www.multexinvestor.com/Download.asp?docid=5149041&promo=unl&t=4&d=20001 +214 + +======================== Sponsored by ========================= +Get Red Herring insight into hot IPOs, investing strategies, +stocks to watch, future technologies, and more. FREE +E-newsletters from Redherring.com provide more answers, +analysis and opinion to help you make more strategic +investing decisions. Subscribe today +http://www.redherring.com/jump/om/i/multex/email2/subscribe/47.html +=============================================================== + +6. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE +Que pasa? -- Predicting telecom's future in Latin America + +Bear Stearns measures the impact of broadband and the Internet on telecom +in Latin America, saying incumbent local-exchange carriers (ILECs) are +ideally positioned to benefit from the growth of Internet and data +services (report for purchase - $150). +Click here. +http://www.multexinvestor.com/Download.asp?docid=5140995&promo=unl&t=8&d=20001 +214 + + +7. FREE STOCK SNAPSHOT +3M (MMM) + +The current analysts' consensus rates 3M, a ""buy/hold."" Analysts expect +the industrial product manufacturer to earn $4.76 per share in 2000 and +$5.26 per share in 2001. +Click here. +http://www.multexinvestor.com/Download.asp?docid=1346414&promo=unl&t=3&d=20001 +214 + + +8. JOIN THE MARKETBUZZ! +Check out SageOnline + +where top financial industry professionals answer your questions and offer +insights every market day from noon 'til 2:00 p.m. ET. +Click here. +http://multexinvestor.sageonline.com/page2.asp?id=9512&ps=1&s=2&mktg=evn&promo +=unl&t=24&d=20001214 + + +9. TRANSCRIPTS FROM WALL STREET'S GURUS +Prudential Securities' Ash Rajan + +In this SageOnline transcript from a chat that took place earlier this +week, Ash Rajan, senior vice president and market analyst with Prudential +Securities, answers questions about tech, retail, finance, and the outlook +for the general market. +Click here. +http://multexinvestor.sageonline.com/transcript.asp?id=10403&ps=1&s=8&mktg=trn +&promo=unl&t=13&d=20001214 + +=================================================================== +Please send your questions and comments to mailto:investor.help@multex.com + +If you'd like to learn more about Multex Investor, please visit: +http://www.multexinvestor.com/welcome.asp + +If you can't remember your password and/or your user name, click here: +http://www.multexinvestor.com/lostinfo.asp + +If you want to update your email address, please click on the url below: +http://www.multexinvestor.com/edituinfo.asp +=================================================================== +To remove yourself from the mailing list for the Daily Update, please +REPLY to THIS email message with the word UNSUBSCRIBE in the subject +line. To remove yourself from all Multex Investor mailings, including +the Daily Update and The Internet Analyst, please respond with the +words NO EMAIL in the subject line. + +You may also unsubscribe on the account update page at: +http://www.multexinvestor.com/edituinfo.asp +=================================================================== +Please email advertising inquiries to us at mailto:advertise@multex.com. + +For information on becoming an affiliate click here: +http://www.multexinvestor.com/Affiliates/home.asp?promo=unl + +Be sure to check out one of our other newsletters, The Internet Analyst by +Multex.com. The Internet Analyst informs, educates, and entertains you with +usable investment data, ideas, experts, and info about the Internet industry. +To see this week's issue, click here: http://www.theinternetanalyst.com + +If you are not 100% satisfied with a purchase you make on Multex +Investor, we will refund your money." +"allen-p/notes_inbox/10.","Message-ID: <8738216.1075855678846.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:35:00 -0800 (PST) +From: messenger@ecm.bloomberg.com +Subject: Bloomberg Power Lines Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Bloomberg.com"" +X-To: (undisclosed-recipients) +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is today's copy of Bloomberg Power Lines. Adobe Acrobat Reader is +required to view the attached pdf file. You can download a free version +of Acrobat Reader at + http://www.adobe.com/products/acrobat/readstep.html + +If you have trouble downloading the attached file it is also located at + http://www.bloomberg.com/energy/daily.pdf + +Don't forget to check out the Bloomberg PowerMatch West Coast indices, the +most accurate indices anywhere. Index values are calculated from actual tra= +des +and can be audited by all PowerMatch customers. + +Our aim is to bring you the most timely electricity market coverage in the +industry and we welcome your feedback on how we can improve the product=20 +further. + +Bloomberg Energy Department + +12/13 Bloomberg Daily Power Report + +Table + + Bloomberg U.S. Regional Electricity Prices + ($/MWh for 25-50 MWh pre-scheduled packages, excluding transmission= +=20 +costs) + + On-Peak +West Coast Index Change Low High + Mid-Columbia 362.50 -312.50 350.00 375.00 + Ca-Or Border 452.50 -172.50 430.00 475.00 + NP15 387.50 -206.25 325.00 450.00 + SP15 307.50 -233.50 300.00 315.00 + Ault Colorado 350.00 -125.00 300.00 315.00 + Mead 335.00 -187.50 320.00 350.00 + Palo Verde 336.25 -136.53 320.00 350.00 + Four Corners 330.00 -182.50 325.00 335.00 + +Mid-Continent + ECAR 69.20 -22.71 63.00 75.86 + East 75.00 -13.00 74.00 76.00 + AEP 67.00 -25.50 59.00 75.00 + West 68.00 -24.50 60.00 75.00 + Central 67.90 -23.19 59.00 75.00 + Cinergy 67.90 -23.19 59.00 75.00 + South 70.25 -23.95 65.00 80.00 + North 68.33 -25.67 65.00 75.00 + Main 72.56 -19.78 62.50 87.50 + Com-Ed 68.70 -21.37 60.00 75.00 + Lower 76.43 -18.17 65.00 100.00 + MAPP 99.92 -40.91 75.00 125.00 + North 99.00 -37.67 75.00 125.00 + Lower 100.83 -44.17 75.00 125.00 + +Gulf Coast + SPP 85.00 -18.50 80.00 92.50 + Northern 88.00 -39.00 78.00 100.00 + ERCOT 55.00 -40.00 50.00 60.00 + SERC 77.04 -6.66 72.34 81.98 + Va Power 66.00 +25.00 60.00 70.00 + VACAR 67.50 -9.50 62.00 70.00 + Into TVA 70.25 -23.95 65.00 80.00 + Out of TVA 76.02 -24.61 69.41 84.87 + Entergy 80.00 -30.80 75.00 85.00 + Southern 90.00 +10.00 90.00 90.00 + Fla/Ga Border 85.50 +4.50 81.00 90.00 + FRCC 110.00 +65.00 110.00 110.00 + +East Coast + NEPOOL 90.50 +0.50 90.50 90.50 + New York Zone J 91.00 +7.50 90.00 92.00 + New York Zone G 74.50 +1.00 73.50 75.50 + New York Zone A 68.83 +6.13 65.50 73.50 + PJM 67.08 -12.75 62.00 76.00 + East 67.08 -12.75 62.00 76.00 + West 67.08 -12.75 62.00 76.00 + Seller's Choice 66.58 -12.75 61.50 75.50 +End Table + + +Western Power Prices Fall With Warmer Weather, Natural Gas Loss + + Los Angeles, Dec. 13 (Bloomberg Energy) -- U.S. Western spot +power prices declined today from a combination of warmer weather +across the region and declining natural gas prices. + According to Belton, Missouri-based Weather Derivatives Inc., +temperatures in the Pacific Northwest will average about 2 degrees +Fahrenheit above normal for the next seven days. In the Southwest +temperatures will be about 3.5 degree above normal. + At the California-Oregon Border, heavy load power fell +$172.00 from yesterday to $430.00-$475.00. + ""What happened to all of this bitter cold weather we were +supposed to have,'' said one Northwest power marketer. Since the +weather is not as cold as expected prices are drastically lower."" + Temperatures in Los Angeles today will peak at 66 degrees, +and are expected to rise to 74 degrees this weekend. + Natural gas to be delivered to the California Oregon from the +El Paso Pipeline traded between $20-$21, down $3 from yesterday. + ""Gas prices are declining causing western daily power prices +to fall,'' said one Northwest power trader. + At the NP-15 delivery point heavy load power decreased +$206.25 from yesterday to $325.00-$450.00. Light load energy fell +to $200.00-$350.00, falling $175.00 from yesterday. + PSC of New Mexico's 498-megawatt San Juan Unit 4 coal plant +was shut down this morning for a tube leak. The unit is scheduled +to restart this weekend. + At the Four Corners located in New Mexico, power traded at +$325.00-$335.00 plunging $182.50 from yesterday. + +-Robert Scalabrino + + +PJM Spot Power Prices Dip With Weather, Falling Natural Gas + + Philadelphia, Dec. 13 (Bloomberg Energy) -- Peak next-day +power prices declined at the western hub of the Pennsylvania-New +Jersey-Maryland Interconnection amid warmer weather forecasts and +falling natural gas prices, traders said. + The Bloomberg index price for peak Thursday power at western +PJM declined an average of $12.75 a megawatt-hour, with trades +ranging from $62.00-$76.00. + Lexington, Massachusetts-based Weather Services Corp. +forecast tomorrow's high temperature in Philadelphia at 40 degrees +Fahrenheit, up 7 degrees from today's expected high. Temperatures +could climb as high as 42 degrees by Friday. + ""Most of the day's activity took place in the early part of +the morning,"" said one PJM-based trader. ""By options expiration +the market had pretty much dried up."" + Traders said that falling natural gas prices were the main +reason for the decline in spot market prices. + Bloomberg figures show that spot natural gas delivered to the +New York City Gate declined an average of $1.25 per million +British thermal units to $8.60-$8.90 per million Btu. Since +Monday, delivered natural gas prices have declined an average of +$2.44 per million Btu, as revised 6-10 day weather forecasts +indicated reduced utility load requirements. + In New York, prices rose as utilities withheld supplies they +normally would have sold, fearing a sudden change in weather +forecast could force them into high-priced hourly markets. + Peak next-day power at the Zone A delivery point sold $6.13 +higher at a Bloomberg index price of $70.33, amid trades in the +$67.00-$75.00 range. Power at Zone J sold $7.50 higher at $90.00- +$92.00. + ~ +-Karyn Rispoli + + +Mid-Continent Power Prices Drop on Revised Forecast, Gas Prices + + Cincinnati, Dec. 13 (Bloomberg Energy) -- U.S. Mid-Continent +next-day peak power prices plunged as forecasts were revised +warmer and natural gas values continued to decline, traders said. + The Bloomberg index price for peak Thursday power on the +Cincinnati-based Cinergy Corp. transmission system dropped $23.19 +to $67.90 a megawatt-hour, with trades ranging from $75.00 as the +market opened down to $59.00 after options expired. + In Mid-America Interconnected Network trading, peak power on +the Chicago-based Commonwealth Edison Co. grid sold $21.37 lower +on average at $60.00-$75.00, while power in lower MAIN sold $18.17 +lower at $65.00-$100.00. + Belton, Missouri-based Weather Derivatives Inc. predicted +high temperatures would average 2 degrees Fahrenheit above normal +in Chicago and at normal levels in Cincinnati over the next seven +days, up from 6 and 4 degrees below normal Monday, respectively. + Traders said falling spot natural gas values also pulled +prices down. Natural gas prices were a large factor in recent +electricity market surges because of a heavy reliance on gas-fired +generation to meet increased weather-related demand. + Spot natural gas at the Cincinnati city gate sold an average +of 95 cents less than yesterday at $7.80-$8.30 per million British +thermal units. Spot gas at the Chicago city gate sold an average +of 80 cents less at $7.65-$8.15 per million Btu. + ""The weather's moderating and gas is down, so you've got +people coming to their senses,"" one trader said. ""These are much +more realistic prices."" + Traders said prices could decline further tomorrow if the +outlook for weather continues to be mild. Peak Cinergy power for +delivery from Dec. 18-22 was offered at $60.00, down from $90.00 +yesterday. + Mid-Continent Area Power Pool peak spot power prices plunged +with warmer weather forecasts and increased available transmission +capacity, selling $37.67 less in northern MAPP and $44.17 less in +southern MAPP at $75.00-$125.00. + ""What's happening is the people who don't have firm +transmission are getting into the market early and buying at those +high prices since they have no choice,"" one MAPP trader said. + ""Then you've got some people who were lucky enough to get a +firm path who waited until later in the morning when ComEd prices +fell off,"" he said, ""and bought from them at those lower prices, +causing the huge gap between the day's high and low trade."" + +-Ken Fahnestock + + +Southeast U.S. Electricity Prices Slump After Mild Forecast + + Atlanta, Georgia, Dec. 13 (Bloomberg Energy) -- Southeast +U.S. peak spot power prices slumped today after warmer weather was +forecast for the region this week, traders said. + Traders said Southeast utility demand has been reduced since +many large population centers like Atlanta will see temperatures +climb into the mid-50s Fahrenheit later this week. + ""There was nothing going on in Florida today,"" said one +southern energy trader. ""Everything was going to markets in the +north."" + Traders said supply was being routed from Florida into +markets on the Entergy Corp. and the Tennessee Valley Authority +grid in the mid-$70s a megawatt-hour. + ""Prices into TVA started in the $80s and $90s and crumbled as +forecasts came out,"" said on Entergy power trader. ""Prices, +declined to $60 and less."" + The Bloomberg into TVA index price fell an average of $23.95 +to $70.25 amid trades in the $65.00-$80.00 range. Off-peak trades +were noted at $32.00, several dollars higher than recent +estimates. + Southeast power traders said revised 6-10 day weather +forecasts and lower temperatures for the balance of this week +caused prices to decline in the region. + In the Southwest Power Pool, traders said warmer weather was +the main culprit behind lower prices. + ""The cold weather's backing off,"" said one SPP utility +trader. ""It was minus 35 degrees with the wind chill yesterday and +today it's about 9 degrees with the wind chill. Yesterday, it was +bitter cold and today it was just plain cold."" + Power sold in northern sections of SPP at $78-$100, though +the Bloomberg index sank an average of 39.00 to $88.00. Southern +SPP traded at $82.00, $2 more than yesterday. + +-Brian Whary + + + +U.K. Day-Ahead Electricity Prices Rise Amid Increased Demand + + London, Dec. 13 (Bloomberg Energy) -- Electricity prices in +the U.K. rose today after falling temperatures were expected to +increase household consumption for space heating, traders said. + The day-ahead baseload Pool Purchase Price, calculated by the +Electricity Pool of England and Wales, rose 1.46 pounds to 20.01 +pounds a megawatt-hour. + Temperatures across the U.K. were forecast to fall 6 degrees +to 4 degrees Celsius by the weekend, according to Weather Services +Corp. in the U.S. + Day-ahead Electricity Forward Agreements dealt at 19.7-20.15 +pounds a megawatt-hour, 2.1 pounds higher than yesterday. + December continued to fall amid a combination of position +closing prior to its expiry and continued belief that demand will +not rise sufficiently to justify high winter prices, traders said. + December 2000 baseload EFAs traded at 17.9-18.05 pounds a +megawatt-hour, 40 pence below yesterday's last trade. + First quarter and its constituent months fell, in line with +expectations that mild forecasts into the new year would continue +to stifle demand, traders said. + January 2001 baseload EFAs dealt between 24.6-24.73 pounds a +megawatt-hour, falling 17 pence. + First quarter 2001 baseload EFAs traded at 21.6-21.7 pounds a +megawatt-hour, 10 pence below its previous close. + Season structures traded on the U.K. Power Exchange, summer +2001 baseload trading unchanged at 18.15 pounds a megawatt-hour. +Winter 2001 baseload dealt 5 pence higher at 21.75 pounds a +megawatt-hour. + Open positions on many short-term structures will likely +force many traders to deal actively on those contracts in the run- +up to Christmas, traders said. Adding that other structures will +probably remain illiquid until the new year, when demand can more +easily be assessed. + +-Nick Livingstone + + +Nordic Electricity Prices Climb Following Cold Weather Forecast + + Lysaker, Norway, Dec. 13 (Bloomberg Energy) -- Power prices +on the Nord Pool exchange in Lysaker, Norway, closed higher today +as colder weather forecasts sparked active trade, traders said. + Week 51 dealt between 145-152 Norwegian kroner a megawatt- +hour, 6.62 kroner above yesterday's closing trade on 1,076 +megawatts of traded volume. Week 52 rose 6.25 kroner, with 446 +megawatts dealt between 134.50-140.25 kroner a megawatt-hour. + Supply from hydro-producers was expected to recede after +forecasts indicated reduced precipitation over Scandinavia for +next week. These producers typically generate power to prevent +reservoirs from overflowing. + Consumption, currently unseasonably low, was expected to rise +with falling temperatures because of increased requirements for +space heating. + Traded volume on the power exchange increased in active +trading on the beginning of typical winter conditions, traders +said. + ""The market's been waiting for this day for a long time,"" a +Stockholm-based trader said. ""For too long, people have been +selling because winter hasn't lived up to expectations. We should +now see a noticeable increase in the spot price."" + Temperatures in parts of Scandinavia were forecast to fall +below freezing to minus 5 degrees Celsius, with only limited +chances for rain during the 5-day outlook, according to Weather +Services Corp. in the U.S. + The day-ahead system average area price fell after demand was +expected to remain limited until next week, when forecasts predict +temperatures to begin falling. + Thursday's system area price fell 1.57 kroner, or 1.22 +percent, to 126.43 kroner a megawatt-hour. Traded volume fell +4,134 megawatts to 295,414 megawatts. + Many dealers anticipate that the spot price will likely rise +by 10-15 kroner by the start of next week. + Winter 1, 2001 forward structures rose in line with shorter- +term contracts. + Winter 1, 2001 dealt at 136.75-138.5 kroner a megawatt-hour, +1.9 kroner below yesterday's last trade at 135.25 kroner a +megawatt-hour. + Also, the delayed restart at a Swedish nuclear unit, although +expected, will likely allow abundant supply from hydro-producers +to meet the increased demand, other traders said. + Vattenfall's Ringhals 1, an 835-megawatt nuclear reactor, +will delay its restart at least until week 52, the company said. + Today's rapid increase was likely induced by traders who used +today's news to gain momentum for future increases, traders said. + +-Nick Livingstone +-0- (BES) Dec/13/2000 21:04 GMT +=0F$ + + + - daily.pdf" +"allen-p/notes_inbox/11.","Message-ID: <29006412.1075855679055.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:04:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-6.cais.net +Subject: Special report coming from NewsData +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@ren-6.cais.net +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Our Sacramento correspondent just exited a news conference from +Gov. Davis, FERC chair Hoecker, DOE Sectretary Richardson and +others outlining several emergency measures, including west-wide +price cap. As soon as her report is filed, we'll be sending it to your +attention. I expect that will be around 2:30 pm." +"allen-p/notes_inbox/14.","Message-ID: <25242675.1075855679120.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:04:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 3:30:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 4:03PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2241, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/notes_inbox/15.","Message-ID: <24958297.1075855679141.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:50:00 -0800 (PST) +From: market-reply@listserv.dowjones.com +To: market_alert@listserv.dowjones.com +Subject: MARKET ALERT: Nasdaq Composite Ends Down 3.7% +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: market-reply@LISTSERV.DOWJONES.COM +X-To: MARKET_ALERT@LISTSERV.DOWJONES.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +__________________________________ +MARKET ALERT +from The Wall Street Journal + + +December 13, 2000 + +The Nasdaq composite dropped 108.31, or 3.7%, to 2823.46 Wednesday as +investors turned their attention to earnings warnings. The market couldn't +sustain initial enthusiasm that the election drama was nearing a close, but +the Dow industrials finished up 26.17 at 10794.44. + +FOR MORE INFORMATION, see: +http://interactive.wsj.com/pages/money.htm +TO CHECK YOUR PORTFOLIO, see: +http://interactive.wsj.com/pj/PortfolioDisplay.cgi + + +__________________________________ +ADVERTISEMENT + +Visit CareerJournal.com, The Wall Street +Journal's executive career site. Read 2,000+ +articles on job hunting and career management, +plus search 30,000+ high-level jobs. For today's +features and job listings, click to: + +http://careerjournal.com + +__________________________________ +LOOKING FOR THE PERFECT HOLIDAY GIFT? + +Give a subscription to WSJ.com. + +Visit http://interactive.wsj.com/giftlink2000/ + +____________________________________ +SUBSCRIPTION INFORMATION + +TO REMOVE YOURSELF from this list, see: +http://interactive.wsj.com/user-cgi-bin/searchUser.pl?action=emailalert + +Then uncheck the appropriate box to unsubscribe from this list. Click on +the ""save selections"" button. + +When you registered with WSJ.com, you indicated you wished to receive this +Market News Alert e-mail. + +For further questions, please call our customer service department at +1-800-369-2834 or 1-609-514-0870 between the hours of 8 a.m. and 9 p.m +Eastern Monday-Friday or e-mail inquiries@interactive.wsj.com. + +__________________________________ +Copyright 2000 Dow Jones & Company, Inc. All Rights Reserved. +" +"allen-p/notes_inbox/16.","Message-ID: <10157885.1075855679164.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:01:00 -0800 (PST) +From: rebecca.cantrell@enron.com +To: phillip.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rebecca W Cantrell +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip -- Is the value axis on Sheet 2 of the ""socalprices"" spread sheet +supposed to be in $? If so, are they the right values (millions?) and where +did they come from? I can't relate them to the Sheet 1 spread sheet. + +As I told Mike, we will file this out-of-time tomorrow as a supplement to our +comments today along with a cover letter. We have to fully understand the +charts and how they are constructed, and we ran out of time today. It's much +better to file an out-of-time supplement to timely comments than to file the +whole thing late, particuarly since this is apparently on such a fast track. + +Thanks. + + + + + + From: Phillip K Allen 12/13/2000 03:04 PM + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + +" +"allen-p/notes_inbox/17.","Message-ID: <32191871.1075855679187.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:47:00 -0800 (PST) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: FS Van Kasper Initiates Coverage of NT +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Earnings.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +If you cannot read this email, please click here. + +Earnings.com - NT Upgrade/Downgrade HistoryA:visited { color:000066; +}A:hover{ color:cc6600; } +Earnings.com [IMAGE]? + December 13, 2000 4:46 PM ET HomeAbout UsMy AccountHelpContact UsLogin +[IMAGE] yelblue_pixel.gif (43 bytes) + + + ? + [IMAGE] + ? + Calendar + Portfolio + Market + + + + +[IMAGE] + [IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] + ? + + Symbol(s): + ? + [IMAGE]?Add NT to my portfolio + [IMAGE]?Symbol lookup + [IMAGE]?Email this page to a friend?Email This Page To A Friend + Market Summary + + + [IMAGE]?View Today's Upgrades/Downgrades/Coverage Initiated + Briefing + Analyst History - Nortel Networks Corporation (NT) + + + Date + Brokerage Firm + Action + Details + 12/13/2000 + FS Van Kasper + Coverage Initiated + at Buy + + 11/21/2000 + Lazard Freres & Co. + Coverage Initiated + at Buy + + 11/06/2000 + Unterberg Towbin + Downgraded + to Buy + from Strong Buy + + 11/02/2000 + S G Cowen + Downgraded + to Buy + from Strong Buy + + 10/25/2000 + Gerard Klauer Mattison + Upgraded + to Buy + from Outperform + + 10/25/2000 + Lehman Brothers + Downgraded + to Outperform + from Buy + + 10/25/2000 + Chase H&Q + Downgraded + to Buy + from Strong Buy + + 10/04/2000 + Sands Brothers + Coverage Initiated + at Buy + + 10/03/2000 + ING Barings + Coverage Initiated + at Strong Buy + + 09/28/2000 + Sanford Bernstein + Downgraded + to Mkt Perform + from Outperform + + 09/26/2000 + Josephthal and Co. + Coverage Initiated + at Buy + + 08/08/2000 + DLJ + Coverage Initiated + at Buy + + 07/28/2000 + A.G. Edwards + Upgraded + to Accumulate + from Maintain Position + + 07/27/2000 + ABN AMRO + Upgraded + to Top Pick + from Buy + + 06/15/2000 + Bear Stearns + Coverage Initiated + at Attractive + + 05/25/2000 + Chase H&Q + Upgraded + to Strong Buy + from Buy + + 04/28/2000 + First Union Capital + Coverage Initiated + at Strong Buy + + 04/03/2000 + Dresdner Kleinwort Benson + Coverage Initiated + at Buy + + 03/21/2000 + Wasserstein Perella + Coverage Initiated + at Hold + + 03/15/2000 + Chase H&Q + Upgraded + to Buy + from Market Perform + + + + + Briefing.com is the leading Internet provider of live market analysis for +U.S. Stock, U.S. Bond and world FX market participants. + + , 1999-2000 Earnings.com, Inc., All rights reserved + about us | contact us | webmaster |site map + privacy policy |terms of service + + +Click Here if you would like to change your email alert settings. +" +"allen-p/notes_inbox/18.","Message-ID: <17121146.1075855679209.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:40:00 -0800 (PST) +From: paul.kaufman@enron.com +To: phillip.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Paul Kaufman +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip: + +I have a meeting tomorrow morning with the Oregon PUC staff to discuss a +number of pricing and supply issues. Can I use the information attached to +your e-mail in the meeting with staff? + +Paul + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + + + + +" +"allen-p/notes_inbox/19.","Message-ID: <25849444.1075855679233.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:11:00 -0800 (PST) +From: yild@zdemail.zdlists.com +To: pallen@enron.com +Subject: Y-Life Daily: Bush will almost definitely be prez / Coach K chats +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Y-Life to Go"" +X-To: pallen@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Y-Life Daily Bulletin: December 13, 2000 + +Note: If your e-mail reader doesn't show the URLs below +as links, visit the Yahoo! Internet Life home page at +http://www.yil.com. (If you use AOL, click here for our home page.) + +-- DAILY NET BUZZ -- +Give us one minute, we'll give you the Web. Today's best links for: +Supremes hand Al Gore the Golden Fork ... Aimster - a Napster for +AOL IM's ... Hacker bilks Creditcards.com ... Fandom.com: From +protecting to antagonizing fansites ... ""Onion"" reveals best 2000 +albums ... Forward: How many ways can you say ""dead-end job""? ... +Bartender spews delicious bile in ""Slate"" diary ... NYT's ancient +(1993) first-ever Net story ... Earth - from space! +http://cgi.zdnet.com/slink?70391:8593142 + + +******************************************************************* +Barely got time to breathe? Is ""on the go"" your life motto? +Check out our brand new Mobile Professional Center +You'll find outstanding PC products to match your hectic lifestyle +http://cgi.zdnet.com/slink?62551:8593142 +******************************************************************* + + +-- WHAT'S NEW ON Y-LIFE -- +Jon Katz's Internet Domain +Will the Net change everything? Might we be overrun by new gadgets +and new technology? Will our lives be ruled by the almighty dot- +com? Will the Net fail? Don't believe the hype: Katz has a simple +guide to surviving the panic. +http://cgi.zdnet.com/slink?70392:8593142 + +-- NET RADIO SITE OF THE DAY -- +Today: Lost in the cosmos of Net-radio stations? Sorry, this site +will probably only add to the confusion. FMcities houses over 1,350 +stations in North America, organized by city. Sound daunting? It +is... but here's the good part - every site listed here is 100- +percent commercial-free. That's right, nothing but the good stuff. +Sorry, Pepsi. Sorry, McDonald's. Sorry, RJ Reynolds... +http://cgi.zdnet.com/slink?70393:8593142 + +-- INCREDIBLY USEFUL SITE OF THE DAY -- +Today: ""Always buy a Swiss watch, an American motorcycle, and a +Japanese radio."" If that's the kind of buying advice the folks at +the water cooler are giving you, it's time to look elsewhere - like +ConsumerSearch. 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There's only one way to find out... +http://cgi.zdnet.com/slink?70399:8593142 + +-- SHAREWARE: THE DAILY DOUBLE DOWNLOAD -- +Practical: It's a breeze to create animated .gif files for your Web +site with CoffeeCup GIF Animator. +Playful: Blackjack Interactive doubles as a screensaver and a +playable blackjack game. +http://cgi.zdnet.com/slink?70400:8593142 + +-- YOUR YASTROLOGER -- +Your horoscope, plus sites to match your sign. +http://cgi.zdnet.com/slink?70401:8593142 + +-- THE Y-LIFE WEEKLY MUSIC NEWSLETTER -- +Time is the essence +Time is the season +Time ain't no reason +Got no time to slow +Time everlasting +Time to play b-sides +Time ain't on my side +Time I'll never know +Burn out the day +Burn out the night +I'm not the one to tell you what's wrong or what's right +I've seen signs of what music journalists Steve Knopper and David + Grad went through +And I'm burnin', I'm burnin', I'm burnin' for you +http://cgi.zdnet.com/slink?70402:8593142 + +Happy surfing! + +Josh Robertson +Associate Online Editor +Yahoo! Internet Life +Josh_Robertson@ziffdavis.com + + + +***********************Shop & Save on ZDNet!*********************** + +NEW: DECEMBER'S BEST BUYS! +http://cgi.zdnet.com/slink?69364:8593142 + +Computershopper.com's expert editors have chosen this month's top +buys in mobile computing, desktops, web services and sites, games, +software and more. These winners deliver great performance and top +technology at the right price! + +OUTLET STORE SAVINGS! +http://cgi.zdnet.com/slink?69365:8593142 + +You're just one click away from super savings on over-stocked +and refurbished products. New items are being added all the time +so you'll find great deals on a wide range of products, including +digital cameras, notebooks, printers and desktops. + +******************************************************************* + + + + +WHAT THIS IS: This is the Yahoo! Internet Life e-mail bulletin, +a peppy little note that we send out every weekday to tell you +about fun stuff and free tips at the Yahoo! Internet Life Web +site, http://www.yil.com. + +-- SUBSCRIPTION INFORMATION -- + +The e-mail address for your subscription is: +pallen@ENRON.COM +To ensure prompt service, please include the address, exactly +as it appears above, in any correspondence to us. + +TO UNSUBSCRIBE: Reply to this e-mail with the word ""unsubscribe"" +in the subject line, or send a blank e-mail to +off-yild@zdemail.zdlists.com. + +TO RESUBSCRIBE: Visit the following Web page: +http://www.zdnet.com/yil/content/misc/newsletter.html or send a +blank e-mail to on-yild@zdemail.zdlists.com +--------------------------------------------------------- +YAHOO! INTERNET LIFE PRINT SUBSCRIPTIONS: +Questions about our print magazine? Visit the following +Web pages for answers. +Order a subscription: http://subscribe.yil.com +Give a gift subscription: http://give.yil.com +Get help with your subscription: http://service.yil.com +---------------------------------------------------------" +"allen-p/notes_inbox/2.","Message-ID: <24296775.1075855678645.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 10:04:00 -0800 (PST) +From: bounce-news-932653@lists.autoweb.com +To: pallen@enron.com +Subject: December Newsletter - Factory Incentives are at a year-long high! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: bounce-news-932653@lists.autoweb.com +X-To: ""pallen@enron.com"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +As requested, here is the December Autoweb.com Newsletter. + +NEW VEHICLE QUOTE + +Start the New Year off with the car of your dreams. Get a quote on the new +2001 models. +New Car Quote + +MORE THAN A VEHICLE-BUYING SITE + +Autoweb.com can help you with every aspect of buying, selling and owning a +vehicle. You may have already used our extensive research tools and our +free service to purchase your vehicle. But at Autoweb.com, you can also +place a classified ad and get great advice on prepping your car for sale. +Check out the Maintain section for great repair and maintenance information. +Get free online quotes for insurance and loans, or find all you ever wanted +to know about financing, insurance, credit and warranties. Car buffs can +read the latest automotive news, see some awesome car collectibles and read +both professional and consumer reviews.. + +So stop by Autoweb.com for all your automotive needs. And check out our +new, easier-to-navigate homepage. + +Autoweb.com Home + +OUR AUDIO CENTER IS LIVE! + +Whether you're building a completely new audio system or just want to add a +CD changer, Autoweb.com's Audio Center provides top-notch selection and +expertise. Our partners offer in-dash receivers, amplifiers, signal +processors, speakers, subwoofers, box enclosures and multimedia options. + +A wealth of installation and setup tools are also available. A wide variety +of electrical and installation accessories are available to help you +assemble the perfect audio system. + +Audio Center + +VIEW 2001 MODELS WITH INTERIOR 360o +Interior 360o lets you view a vehicle interior from any angle. Check out any +one of the 126 top selling vehicles on the market using this revolutionary +product: +- This patented Java technology requires no download or installation. +- Immerse yourself in a realistic, 3-dimensional image. +- Use your mouse or keyboard to rotate the image up, down, left and right. +- Step inside the car, navigating 360o by 360o -- zoom in and out. + +Interior 360o + + +NEW CREDIT CENTER PROVIDES ACCESS TO FREE ONLINE CREDIT REPORTS + +Autoweb.com is happy to announce the launch of its new Credit Center, +designed to provide you with extensive information about credit. The Credit +Center is a one-stop source for consumers to access a wealth of credit +information. With more than 100 original articles, monthly email newsletters +and an Ask the Expert forum, the Credit Center helps you stay up-to-date on +trends in the credit industry, new legislation, facts and tips on identity +theft and more. You'll also be able to fill out an application and receive a +free credit report securely over the Internet. Check it out today at: + +New Credit Center + +Credit Center +***ADVERTISEMENT*** +Sponsor: WarrantyDirect.com +Blurb: Ext. warranties-$50 off to Autoweb visitors til 1/15-FREE Roadside +Assistance-20 Yr old public co.-Buy direct & save + +Click here +****************************************************** + +FACTORY REBATES ARE AT A SEASON-LONG HIGH WITH OVER 400 MAKES & MODELS! + +Find a Car + + + + +--- +You are currently subscribed to Autoweb.com News as: john.parker@autoweb.com +If you wish to be removed from the Autoweb.com News mailing list send a +blank email to: leave-news-932653V@lists.autoweb.com + + + + +--- +You are currently subscribed to Autoweb.com News as: pallen@enron.com +If you wish to be removed from the Autoweb.com News mailing list send a blank +email to: leave-news-932653V@lists.autoweb.com" +"allen-p/notes_inbox/20.","Message-ID: <22385961.1075855679255.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:09:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@proxy4.ba.best.com +Subject: Western Price Survey 12/13/2000 +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@proxy4.ba.best.com +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +I'm sending this early because we expect everything to change +any minute. + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: spotwed597.doc + Date: 13 Dec 2000, 12:37 + Size: 25600 bytes. + Type: MS-Word + + - spotwed597.doc" +"allen-p/notes_inbox/21.","Message-ID: <28556956.1075855679278.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com, james.steffes@enron.com, jeff.dasovich@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, stephanie.miller@enron.com, + steven.kean@enron.com, susan.mara@enron.com, + rebecca.cantrell@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay, James D Steffes, Jeff Dasovich, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Stephanie Miller, Steven J Kean, Susan J Mara, Rebecca W Cantrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + +" +"allen-p/notes_inbox/22.","Message-ID: <27726435.1075855679299.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:35:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 2:00:01 PM, the newest notice looks like: + + Phone List, Dec 13 2000 2:12PM, Dec 13 2000 2:12PM, Until further notice, +2238, TW-On Call Listing 12/16 - 12/17 + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/notes_inbox/23.","Message-ID: <27798704.1075855679320.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:34:00 -0800 (PST) +From: public.relations@enron.com +To: all.houston@enron.com +Subject: Ken Lay and Jeff Skilling on CNNfn +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations +X-To: All Enron Houston +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ken Lay and Jeff Skilling were interviewed on CNNfn to discuss the succession +of Jeff to CEO of Enron. We have put the interview on IPTV for your viewing +pleasure. Simply point your web browser to http://iptv.enron.com, click the +link for special events, and then choose ""Enron's Succession Plan."" The +interview will be available every 15 minutes through Friday, Dec. 15." +"allen-p/notes_inbox/24.","Message-ID: <908490.1075855679342.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:06:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 1:30:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 1:48PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2237, Allocation - SOCAL NEEDLES + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/notes_inbox/25.","Message-ID: <1735118.1075855679365.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:26:00 -0800 (PST) +From: stephanie.miller@enron.com +To: jeff.dasovich@enron.com +Subject: Re: Enron Response to San Diego Request for Gas Price Caps +Cc: sarah.novosel@enron.com, christi.nicolay@enron.com, james.steffes@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, steven.kean@enron.com, + susan.mara@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sarah.novosel@enron.com, christi.nicolay@enron.com, james.steffes@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, steven.kean@enron.com, + susan.mara@enron.com +X-From: Stephanie Miller +X-To: Jeff Dasovich +X-cc: Sarah Novosel, Christi L Nicolay, James D Steffes, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Steven J Kean, Susan J Mara +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Any merit to mentioning that there has been an initial ""supply"" response in +terms of pipeline infrastructure - open seasons/expansion efforts on behalf +of Kern River, Transwestern and PGT (not yet announced)? + + +From: Jeff Dasovich on 12/13/2000 12:04 PM +Sent by: Jeff Dasovich +To: Sarah Novosel/Corp/Enron@ENRON +cc: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Joe +Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, pallen@enron.com, +pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON + +Subject: Re: Enron Response to San Diego Request for Gas Price Caps + +Recognizing the time constraints you face, I've tried to 1) clear up a few +inaccuracies and 2) massage some of the sharper language without taking a +chainsaw to the otherwise good job. + + +" +"allen-p/notes_inbox/26.","Message-ID: <3341537.1075855679393.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:33:00 -0800 (PST) +From: tracy.arthur@enron.com +To: steve.jacobellis@enron.com, mauricio.mora@enron.com, + chris.figueroa@enron.com, sean.kiehne@enron.com, + maria.arefieva@enron.com, john.kiani@enron.com, brian.terp@enron.com, + robert.wheeler@enron.com, matthew.frank@enron.com, + jennifer.bagwell@enron.com, scott.baukney@enron.com, + victor.gonzalez@enron.com, john.gordon@enron.com, + jeff.gray@enron.com, david.loosley@enron.com, aamir.maniar@enron.com, + massimo.marolo@enron.com, vladi.pimenov@enron.com, + reagan.rorschach@enron.com, zachary.sampson@enron.com, + matt.smith@enron.com, joseph.wagner@enron.com, + vincent.wagner@enron.com +Subject: New Associate Orientation - February 12 - February 28, 2001 +Cc: gary.hickerson@enron.com, elsa.piekielniak@enron.com, tony.mataya@enron.com, + richard.dimichele@enron.com, james.lewis@enron.com, + catherine.simoes@enron.com, fred.lagrasta@enron.com, + jeffrey.gossett@enron.com, kevin.mcgowan@enron.com, + max.yzaguirre@enron.com, mark.knippa@enron.com, + carl.tricoli@enron.com, stephen.horn@enron.com, + geoff.storey@enron.com, ben.jacoby@enron.com, + edward.baughman@enron.com, phillip.allen@enron.com, + michael.beyer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gary.hickerson@enron.com, elsa.piekielniak@enron.com, tony.mataya@enron.com, + richard.dimichele@enron.com, james.lewis@enron.com, + catherine.simoes@enron.com, fred.lagrasta@enron.com, + jeffrey.gossett@enron.com, kevin.mcgowan@enron.com, + max.yzaguirre@enron.com, mark.knippa@enron.com, + carl.tricoli@enron.com, stephen.horn@enron.com, + geoff.storey@enron.com, ben.jacoby@enron.com, + edward.baughman@enron.com, phillip.allen@enron.com, + michael.beyer@enron.com +X-From: Tracy L Arthur +X-To: Steve Jacobellis, Mauricio Mora, Chris Figueroa, Sean Kiehne, Maria Arefieva, John Kiani, Brian Terp, Robert Wheeler, Matthew Frank, Jennifer Bagwell, Scott Baukney, Victor M Gonzalez, John B Gordon, Jeff M Gray, David Loosley, Aamir Maniar, Massimo Marolo, Vladi Pimenov, Reagan Rorschach, Zachary Sampson, Matt Smith, Joseph Wagner, Vincent Wagner +X-cc: Gary Hickerson, Elsa Piekielniak, Tony Mataya, Richard DiMichele, James W Lewis, Catherine Simoes, Fred Lagrasta, Jeffrey C Gossett, Kevin McGowan, Max Yzaguirre, Mark Knippa, Carl Tricoli, Stephen Horn, Geoff Storey, Ben Jacoby, Edward D Baughman, Phillip K Allen, Michael J Beyer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +New Associate Orientation + + As new participants within the Associate Program, I would like to invite you +to the New Associate Orientation beginning Monday, February 12 and ending on +Wednesday, February 28. As a result of the two and a half week orientation +you will come away with better understanding of Enron and it's businesses; as +well as, enhancing your analytical & technical skills. Within orientation +you will participate in courses such as Intro to Gas & Power, Modeling, +Derivatives I, Derivatives II, and Value at Risk. + +Please confirm your availability to participate in the two and a half week +orientation via email to Tracy Arthur by Friday, December 22, 2000. + +Thank you, +Tracy Arthur + +" +"allen-p/notes_inbox/27.","Message-ID: <24659466.1075855679416.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:28:00 -0800 (PST) +From: sarah.novosel@enron.com +To: christi.nicolay@enron.com, james.steffes@enron.com, jeff.dasovich@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, stephanie.miller@enron.com, + steven.kean@enron.com, susan.mara@enron.com +Subject: Re: Enron Response to San Diego Request for Gas Price Caps +Cc: donna.fulton@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: donna.fulton@enron.com +X-From: Sarah Novosel +X-To: Christi L Nicolay, James D Steffes, Jeff Dasovich, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Stephanie Miller, Steven J Kean, Susan J Mara +X-cc: Donna Fulton +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Everyone: + +I forgot to mention, these are due today. Comments back as soon as possible +are appreciated. + +Sarah + + + + + + + Sarah Novosel + 12/13/2000 11:17 AM + + To: James D Steffes/NA/Enron, Joe Hartsoe/Corp/Enron, Susan J Mara/NA/Enron, +Jeff Dasovich/NA/Enron, Richard Shapiro/NA/Enron, Steven J Kean/NA/Enron, +Richard B Sanders/HOU/ECT, Stephanie Miller/Corp/Enron, Christi L +Nicolay/HOU/ECT, Mary Hain/HOU/ECT, pkaufma@enron.com, pallen@enron.com + cc: + Subject: Enron Response to San Diego Request for Gas Price Caps + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah + + +" +"allen-p/notes_inbox/28.","Message-ID: <20865076.1075855679438.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:17:00 -0800 (PST) +From: sarah.novosel@enron.com +To: james.steffes@enron.com, joe.hartsoe@enron.com, susan.mara@enron.com, + jeff.dasovich@enron.com, richard.shapiro@enron.com, + steven.kean@enron.com, richard.sanders@enron.com, + stephanie.miller@enron.com, christi.nicolay@enron.com, + mary.hain@enron.com, pkaufma@enron.com, pallen@enron.com +Subject: Enron Response to San Diego Request for Gas Price Caps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah Novosel +X-To: James D Steffes, Joe Hartsoe, Susan J Mara, Jeff Dasovich, Richard Shapiro, Steven J Kean, Richard B Sanders, Stephanie Miller, Christi L Nicolay, Mary Hain, pkaufma@enron.com, pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah +" +"allen-p/notes_inbox/29.","Message-ID: <1979157.1075855679460.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:55:00 -0800 (PST) +From: tim.heizenrader@enron.com +To: phillip.allen@enron.com +Subject: Post Game Wrap Up: Stats on Extraordinary Measures +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tim Heizenrader +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip- + +Sorry that I missed you on the first pass: + +---------------------- Forwarded by Tim Heizenrader/PDX/ECT on 12/13/2000 +03:46 PM --------------------------- + + +TIM HEIZENRADER +12/13/2000 03:32 PM +To: Stephen Swain/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Jeff Richter/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Diana +Scholtes/HOU/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Greg +Wolfe/HOU/ECT@ECT, Holli Krebs/HOU/ECT@ECT, John M Forney/HOU/ECT@ECT, Cooper +Richey/PDX/ECT@ECT +cc: + +Subject: Post Game Wrap Up: Stats on Extraordinary Measures + + +---------------------- Forwarded by Tim Heizenrader/PDX/ECT on 12/13/2000 +07:19 AM --------------------------- + + +""Don Badley"" on 12/12/2000 04:23:11 PM +To: , , +, , +, , , +, , , +, , , , +, , , +, , , +, , +, , , +, , , +, , +, , +, , , +, , , +, , , +, , +, , , +, , , +, , +, , , +, , , +, , +, , +, +cc: ""Carol Lynch"" , ""ChaRee Messerli"" +, ""Deborah Martinez"" , +""Rich Nassief"" , , + + +Subject: REVISION - - LOAD AND RESOURCE ESTIMATES + + +Most control areas have now reported the amount of load relief and generation +increase that was experienced over the Peak period (17:00-18:00 PST) on +December 12. The data I have received thus far are summarized in the +following paragraphs. + +The approximate amount of load relief achieved due to conservation or +curtailments over the Peak period on December 12 was 835 MWh. + +The approximate amount of generation increase due to extraordinary operations +or purchases over the Peak period on December 12 was 786 MWh. + +A note of caution, these figures are very imprecise and were derived with a +lot of guesswork. However, they should be within the ballpark of reality. + +Don Badley + + + +" +"allen-p/notes_inbox/3.","Message-ID: <32027475.1075855678667.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 13:28:00 -0800 (PST) +From: subscriptions@intelligencepress.com +To: pallen@enron.com +Subject: NGI Publications - Thursday, 14 December 2000 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: subscriptions@intelligencepress.com +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear phillip, + + +This e-mail is automated notification of the availability of your +current Natural Gas Intelligence Newsletter(s). Please use your +username of ""pallen"" and your password to access + + + NGI's Daily Gas Price Index + + + http://intelligencepress.com/subscribers/index.html + +If you have forgotten your password please visit + http://intelligencepress.com/password.html +and we will send it to you. + +If you would like to stop receiving e-mail notifications when your +publications are available, please reply to this message with +REMOVE E-MAIL in the subject line. + +Thank you for your subscription. + +For information about Intelligence Press products and services, +visit our web site at http://intelligencepress.com or +call toll-free (800) 427-5747. + +ALL RIGHTS RESERVED. (c) 2000, Intelligence Press, Inc. +--- + + " +"allen-p/notes_inbox/30.","Message-ID: <11253804.1075855679483.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:19:00 -0800 (PST) +From: ei_editor@ftenergy.com +To: energyinsight@spector.ftenergy.com +Subject: Demand-side management garnering more attention. Deregulation spa + rks IT revolution. Surf's Up! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Energy Insight Editor +X-To: ENERGYINSIGHT@SPECTOR.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +In Energy Insight for Wednesday, December 13, 2000 + +In Energy Insight Today (Blue Banner, all subscribers) +Demand-side management is making a resurgence because of reliability issues +and increased demand. Find out more about it at http://www.einsight.com. + +In Energy Insight 2000 (Red Banner, premium-pay access only) + +In Energy Insight, Energy Services, Electricity deregulation has sparked an +information technology revolution. In Energy Insight, Fuels, Ocean waves are +being researched as an endless source of electric generation. Also, read the +latest news headlines from Utility Telecom and Diversification at +http://www.einsight.com. + +//////////// +Market Brief Tuesday, December 12 +Stocks Close Change % Change +DJIA 10,768.27 42.5 0.4 +DJ 15 Util. 388.57 2.2 0.6 +NASDAQ 2,931.77 (83.3) (2.8) +S&P 500 1,371.18 (9.0) (0.7) + +Market Vols Close Change % Change +AMEX (000) 71,436 (27,833.0) (28.0) +NASDAQ (000) 1,920,993 (529,883.0) (21.6) +NYSE (000) 1,079,963 (134,567.0) (11.1) + +Commodities Close Change % Change +Crude Oil (Nov) 29.69 0.19 0.64 +Heating Oil (Nov) 0.961 (0.02) (2.21) +Nat. Gas (Henry) 8.145 (1.27) (13.47) +Palo Verde (Nov) 200 0.00 0.00 +COB (Nov) 97 0.00 0.00 +PJM (Nov) 64 0.00 0.00 + +Dollar US $ Close Change % Change +Australia $ 1.847 (0.00) (0.16) +Canada $ 1.527 0.00 0.26 +Germany Dmark 2.226 (0.00) (0.18) +Euro 0.8796 0.00 0.30 +Japan _en 111.50 0.80 0.72 +Mexico NP 9.47 0.02 0.21 +UK Pound 0.6906 0.00 0.58 + +Foreign Indices Close Change % Change +Arg MerVal 421.01 3.91 0.94 +Austr All Ord. 3,248.50 (3.70) (0.11) +Braz Bovespa 14906.02 -281.93 -1.8562742 +Can TSE 300 9342.97 -238.95 -2.4937591 +Germany DAX 6733.59 -48.93 -0.7214133 +HK HangSeng 15329.6 -78.94 -0.5123133 +Japan Nikkei 225 15114.64 98.94 0.66 +Mexico IPC 5828.12 0.00 0.00 +UK FTSE 100 6,390.40 20.1 0.3 + +Source: Yahoo! +//////////////////////////////////////////////" +"allen-p/notes_inbox/31.","Message-ID: <29909103.1075855679504.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:38:00 -0800 (PST) +From: frank.hayden@enron.com +To: dean.sacerdote@enron.com, phillip.allen@enron.com +Subject: Pete's Energy Tech +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Frank Hayden +X-To: Dean Sacerdote, Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Frank Hayden/Corp/Enron on 12/13/2000 +07:37 AM --------------------------- + + +Peter Hattersley on 12/13/2000 07:22:07 AM +To: +cc: + +Subject: Pete's Energy Tech + + +F Cl support at 2900, resistance at 3020 +F/G Cl spread support at 25, pivot at 50, resistance at 75 +F Ho support at 9450, resistance at 10000 +F/G Ho spread support at 340, resiostance at 470 +F Hu support at 7500, resistance at 7750 +F/G Hu spread support at -90, resistance at -25 +F Ng support at 690, pivot at 795, resistance at 900 +F/G Ng spread support at 11, resistance at 30 +For more see www.enrg.com +" +"allen-p/notes_inbox/32.","Message-ID: <3351977.1075855679526.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 23:04:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/12/2000 6:48:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 12 2000 9:24PM, Dec 13 2000 9:00AM, Dec 14 2000 +8:59AM, 2236, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/notes_inbox/33.","Message-ID: <32340569.1075855679547.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 03:25:00 -0800 (PST) +From: kim.ward@enron.com +To: phillip.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Ward +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please give me a call - 503-805-2117. I need to discuss something with you." +"allen-p/notes_inbox/34.","Message-ID: <33257576.1075855679568.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 05:27:00 -0800 (PST) +From: jsmith@austintx.com +To: phillip.k.allen@enron.com +Subject: RE: stage coach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, + +I am completing my marketing package for the Stage. I also need the 1999 +statement and a rent roll. Please send ASAP. + +Thanks + +Jeff" +"allen-p/notes_inbox/35.","Message-ID: <10362340.1075855679589.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:53:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/12/2000 12:18:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 12 2000 12:25PM, Dec 13 2000 9:00AM, Dec 14 2000 +8:59AM, 2231, Allocation - SOCAL NEEDLES + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/notes_inbox/36.","Message-ID: <12357410.1075855679611.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:41:00 -0800 (PST) +From: christi.nicolay@enron.com +To: phillip.allen@enron.com +Subject: Re: Talking points about California Gas market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Christi L Nicolay +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip--To the extent that we can give Chair Hoecker our spin on the reasons +for the hikes, we would like to. The Commission is getting calls from +legislators, DOE, etc. about the prices and is going to have to provide some +response. Better if it coincides with Enron's view and is not anti-market. +We still haven't decided what we will provide. You definitely will be +included in that discussion once we get the numbers from accounting. Thanks. + + + + + + From: Phillip K Allen 12/12/2000 12:03 PM + + +To: Christi L Nicolay/HOU/ECT@ECT +cc: + +Subject: Talking points about California Gas market + +Christy, + + I read these points and they definitely need some touch up. I don't +understand why we need to give our commentary on why prices are so high in +California. This subject has already gotten so much press. + +Phillip + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/12/2000 +12:01 PM --------------------------- +From: Leslie Lawner@ENRON on 12/12/2000 11:56 AM CST +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + + + + +" +"allen-p/notes_inbox/37.","Message-ID: <22621873.1075855679634.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:02:00 -0800 (PST) +From: richard.shapiro@enron.com +To: leslie.lawner@enron.com +Subject: Re: Talking points about California Gas market +Cc: christi.nicolay@enron.com, joe.hartsoe@enron.com, rebecca.cantrell@enron.com, + ruth.concannon@enron.com, stephanie.miller@enron.com, + phillip.allen@enron.com, jane.tholt@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: christi.nicolay@enron.com, joe.hartsoe@enron.com, rebecca.cantrell@enron.com, + ruth.concannon@enron.com, stephanie.miller@enron.com, + phillip.allen@enron.com, jane.tholt@enron.com +X-From: Richard Shapiro +X-To: Leslie Lawner +X-cc: Christi L Nicolay, Joe Hartsoe, Rebecca W Cantrell, Ruth Concannon, Stephanie Miller, Phillip K Allen, Jane M Tholt +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Leslie,after seeing point # 3 in writing , I would be extremely reluctant to +submit. This kind of conjecture about market manipulation , coming from us. +would only serve to fuel the fires of the naysayers- I would delete. Thanks. + + +From: Leslie Lawner on 12/12/2000 11:56 AM +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: + +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + + +" +"allen-p/notes_inbox/38.","Message-ID: <559362.1075855679657.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 08:27:00 -0800 (PST) +From: jsmith@austintx.com +To: phillip.k.allen@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Smith"" +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +I WILL TALK TO LUTZ ABOUT HIS SHARE OF THE LEGAL BILLS. + +BASIC MARKETING PLAN FOR STAGE COACH: + +1. MAIL OUT FLYERS TO ALL APT. OWNERS IN SEGUIN (FOLLOW UP WITH PHONE +CALLS TO GOOD POTENTIAL BUYERS) +2. MAIL OUT FLYERS TO OWNERS IN SAN ANTONIO AND AUSTIN(SIMILAR SIZED +PROPERTIES) +3. ENTER THE INFO. ON TO VARIOUS INTERNET SITES +4. ADVERTISE ON CIB NETWORK (SENT BY E-MAIL TO +\= 2000 BROKERS) +5. PLACE IN AUSTIN MLS +6. ADVERTISE IN SAN ANTONIO AND AUSTIN PAPERS ON SUNDAYS +7. E-MAIL TO MY LIST OF +\- 400 BUYERS AND BROKERS +8. FOLLOW UP WITH PHONE CALLS TO MOST APPROPRIATE BUYERS IN MY LIST + + + + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Monday, December 11, 2000 2:44 PM +> To: jsmith@austintx.com +> Subject: +> +> +> Jeff, +> +> The file attached contains an operating statement for 2000 and a +> proforma for 2001. I will follow this week with a current rentroll. +> +> (See attached file: noi.xls) +> +> Regarding the Leander land, I am working with Van to get a loan and an +> appraisal. I will send a check for $250. +> +> Wasn't I supposed to get a check from Matt Lutz for $333 for part +> of Brenda +> Stone's legal bills? I don't think I received it. Can you follow up. +> +> When you get a chance, please fill me in on the marketing strategy for the +> Stagecoach. +> +> Phillip +>" +"allen-p/notes_inbox/39.","Message-ID: <5958804.1075855679679.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:55:00 -0800 (PST) +From: tiffany.miller@enron.com +To: phillip.allen@enron.com, barry.tycholiz@enron.com +Subject: System Development +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tiffany Miller +X-To: Phillip K Allen, Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Can you please review the following systems presented in this spreadsheet for +your group and let us know if you in fact use all these systems. The West +Gas includes West Gas Trading, West Gas Originations, and the Denver piece +combined. Also, we need for you to give us the breakout for the applicable +groups. Please let me know if you have any questions. + + + +Tiffany Miller +5-8485" +"allen-p/notes_inbox/4.","Message-ID: <5574431.1075855678690.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:08:00 -0800 (PST) +From: announce@inbox.nytimes.com +To: pallen@ect.enron.com +Subject: Celebrate the Holidays with NYTimes.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""NYTimes.com"" +X-To: pallen@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +INSIDE NYTIMES.COM +The New York Times on the Web, Wednesday, December 13, 2000 +______________________________________________________ + +Dear Member, + +With the holidays approaching, we've brought together all +the information you need. In our special Holidays section, +you'll find reviews of holiday films, buying guides from +our technology experts at Circuits to help you find +computers and electronics, our special holiday Book Review +issue, information on travel in the snow or sun, and fun +ways to entertain the kids while they're home on vacation. + +Holidays is updated every day with all the holiday-related +information appearing in The New York Times, and it's +available only on the Web. + +http://www.nytimes.com/pages/holidays/?1213c + +Elsewhere on the site you can send your friends and family +NYTimes.com e-greeting cards featuring holiday photos from +The New York Times Photo Archives, and download a new +holiday screensaver that includes ten photographs from The +Times celebrating the magical season in the city. + +http://postcards.nytimes.com/specials/postcards/?1213c + +At Abuzz, you can join a discussion of the best places to +find holiday gifts online. + +http://nytimes.abuzz.com/interaction/s.124643/discussion/e/1.162 + +And at WineToday.com, you'll find the ""Holiday & Vine Food +and Wine Guide,"" to help you plan your holiday meals. +Select one of five classic seasonal entrees and let +WineToday.com recommend side dishes, desserts and the +perfect wines to uncork at the table. + +http://winetoday.com/holidayvine/?1213c + +Finally, please accept our best wishes for the holiday +season by visiting this special online e-greeting card: + +http://postcards.nytimes.com/specials/postcards/flash/?1213c + +------ +MORE NEW FEATURES +------ + +1. Get insights into the latest Internet trends +2. How dependable is your car? +3. Enjoy salsa music made in New York +4. Remembering John Lennon +5. Explore our exclusive Chechnya photo documentary +6. Bring today's news to your family table + +/--------------------advertisement----------------------\ + +Exclusive Travel Opportunities from Away.com. + +Sign up for free travel newsletters from Away.com and +discover the world's most extraordinary travel +destinations. From kayaking in Thailand to a weekend in +Maine, no other site meets our level of expertise or service +for booking a trip. Click to get away with our +Daily Escape newsletter! + +http://www.nytimes.com/ads/email/away/index3.html +\-----------------------------------------------------/ + +------ +1. Get insights on the latest Internet trends +------ + +At the end of a tumultuous year, the latest edition of The +New York Times's E-Commerce section looks at the larger +trends of business and marketing on the Internet. Articles +examine media buying, e-mail marketing, interactive kiosks, +nonprofit recruiting and celebrity endorsements. + +http://www.nytimes.com/library/tech/00/12/biztech/technology/?1213c + +------ +2. How dependable is your car? +------ + +Has your old clunker survived wind, fog and even windshield +wiper malfunction this winter season? See if your car +ranks among the most reliable according to J.D. Power & +Associates 2000 Vehicle Dependability Study. + +http://www.nytimes.com/yr/mo/day/auto/?1213c + +------ +3. Enjoy salsa music made in New York +------ + +Our latest Talking Music feature explores the history and +development of salsa. It includes an audio-visual timeline +and audio interviews with two of the music's most popular +artists -- salsa pioneer Johnny Pacheco and contemporary +singer La India. + +http://www.nytimes.com/library/music/102400salsa-intro.html?1213c + +------ +4. Remembering John Lennon +------ + +New York Times Music critic Allan Kozinn leads an audio +round table discussing the life and work of John Lennon, 20 +years after his death, with Jack Douglas, the producer of +""Double Fantasy;"" Jon Wiener, author of books on the +Lennon FBI files; and William P. King, editor of +""Beatlefan."" Also included in this feature are radio +interviews with Mr. Lennon and Yoko Ono and archival +photographs and articles. + +http://www.nytimes.com/library/music/120800lennon-index.html?1213c + +------ +5. Explore our exclusive Chechnya photo documentary +------ + +This special photo documentary of the conflict in Chechnya +brings together moving photographs taken by James Hill for +The New York Times and his unique audio diary of the +events. + +http://www.nytimes.com/library/photos/?1213c + +------ +6. Bring today's news to your family's table +------ + +Conversation Starters, the newest feature of the Learning +Network, helps parents discuss the day's news with their +children. Monday through Friday, Conversation Starters +offers a set of newsworthy and provocative questions as +well as related articles from The Times. + +http://www.nytimes.com/learning/parents/conversation/?1213c + + +Thanks for reading. We hope you'll make a point of visiting +us today and every day. + +Sincerely, +Rich Meislin, Editor in Chief +New York Times Digital + +P.S. If you have a friend or colleague who might be +interested, feel free to forward this e-mail. + +ABOUT THIS E-MAIL +------------------------------------- +Your registration to NYTimes.com included permission to +send you information about new features and services. As a +member of the BBBOnline Privacy Program and the TRUSTe +privacy program, we are committed to protecting your +privacy. + +To unsubscribe from future mailings, visit: +http://www.nytimes.com/unsubscribe + +To change your e-mail address, please go to our help +center: +http://www.nytimes.com/help + +Suggestions and feedback are welcome at +feedback@nytimes.com. +Please do not reply directly to this e-mail." +"allen-p/notes_inbox/40.","Message-ID: <23201664.1075855679700.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 22:42:00 -0800 (PST) +From: tim.belden@enron.com +To: phillip.allen@enron.com +Subject: New Generation, Nov 30th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Tim Belden +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Tim Belden/HOU/ECT on 12/05/2000 05:44 AM +--------------------------- + +Kristian J Lande + +12/01/2000 03:54 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT, Saji +John/HOU/ECT@ECT, Michael Etringer/HOU/ECT@ECT +cc: Alan Comnes/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Robert +Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Todd +Perry/PDX/ECT@ECT, Jeffrey Oh/PDX/ECT@ECT +Subject: New Generation, Nov 30th + + +" +"allen-p/notes_inbox/41.","Message-ID: <14327988.1075855679721.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 01:55:00 -0800 (PST) +From: cbpres@austin.rr.com +To: pallen@enron.com +Subject: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""George Richards"" +X-To: ""Phillip Allen"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +[IMAGE] + +Phillip: + +Please excuse my oversight is not getting the proforma back to you in a +usable format.? I did not realize that I had selected winmail.dat rather than +sending it as an attachment.?? Then, I did not notice that I had overlooked +your email until today. ??That spread sheet is attached and an updated +proforma will go out to you this evening or tomorrow morning with a timeline. + +? + +George W. Richards + +Creekside Builders, LLC + +? + - image001.jpg + - image001.jpg + - SM134 Proforma.xls" +"allen-p/notes_inbox/42.","Message-ID: <23905890.1075855679743.JavaMail.evans@thyme> +Date: Wed, 15 Nov 2000 06:26:00 -0800 (PST) +From: cbpres@austin.rr.com +To: pallen@enron.com +Subject: Investors Alliance MF Survey for San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""George Richards"" +X-To: ""Phillip Allen"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + + - Inv Alliance MF Survey of SMarcos.pdf" +"allen-p/notes_inbox/43.","Message-ID: <31947150.1075855712553.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:09:00 -0700 (PDT) +From: yahoo-delivers@yahoo-inc.com +To: pallen@ect.enron.com +Subject: Yahoo! Newsletter, May 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Yahoo! Delivers +X-To: pallen@ect.enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +[IMAGE] +Yahoo! sent this email to you because your Yahoo! Account Information =20 +indicated that you wish to receive special offers. If you do not want to=20 +receive further mailings from Yahoo! Delivers, unsubscribe now by clickin= +g=20 +here. You are subscribed at: pallen@ect.enron.com + +masthead=09 Yahoo!=20 +=09 +=09 + + + +May 2001 + + +Greetings! Here's a look at some of the things happening on Yahoo! in May: + + + + + + + +New Features & Services + + +[IMAGE] +Find Last Minute Mother's Day Gifts - Don't panic if you haven't found th= +e=20 +perfect gift for Mom. Visit the Last Minute Mother's Day Gift Center on=20 +Yahoo! Shopping. You'll find outstanding merchants and guaranteed delivery = +in=20 +time for Mom's special day. +[IMAGE] +Got Stuff to Sell? It's a Great Time to Try Auctions - Every time you=20 +successfully sell an item on Yahoo! Auctions between now and June 4, you'll= +=20 +be entered in the Yahoo! Auctions $2 Million Sweepstakes for a chance to wi= +n=20 +one of twenty $100,000 prize packages for your business. =20 + +Each prize package includes: +=0F=07?a link on Yahoo!'s front page to your business's auctions +=0F=07?a Yahoo! digital camera, mouse, and keyboard=20 +=0F=07?$85,000 in online advertising across Yahoo! +=0F=07?a free Yahoo! Store for six months +=0F=07?a one-year registration of your business's domain name + +Just list and sell for your chance to win. Please see the official rules f= +or=20 +full sweepstakes details and the seller tips page for more about auction=20 +selling.=20 + + + +Spotlight: Real-Time Quotes + +[IMAGE]=20 + Make better investment decisions in today's volatile market. Subscribe to= +=20 +the Yahoo! Real-Time Package for $9.95/month and you'll receive real-time= +=20 +quotes, breaking news, and live market coverage. Use the MarketTracker to= +=20 +monitor your portfolio -- this powerful tool streams continuous market=20 +updates live to your desktop. You can easily access these real-time feature= +s=20 +through Yahoo! Finance, My Yahoo!, or via your mobile phone, pager, or PDA.= +=20 + + + + +Let's Talk About... +[IMAGE] +Safe Surfing for the Whole Family - Yahooligans! is Yahoo!'s web guide fo= +r=20 +kids, a directory of kid-appropriate sites screened by a staff of=20 +experienced educators. =20 + +Kids can have fun with daily jokes, news stories, online games, and Ask=20 +Earl. Check out the Parents' Guide for tips on how your family can use=20 +Yahooligans! and the Internet. =20 + +Yahooligans! Messenger is a safe way for kids to chat online in real time= +=20 +with their friends. On Yahooligans! Messenger, only people on your child= +'s=20 +""Friends"" list can send messages. This means that you don't have to worry= +=20 +about who might be trying to contact your child.=20 +=09?=09 +=09=09 +=09=09Short Takes +=09=09 +=09=09 +=09=09=0F=07 +=09=09Mother's Day Greetings - send your mom an online card this May 13. Do= +n't=20 +forget! +=09=09=0F=07 +=09=09Golf Handicap Tracker - track your golf game this summer. It's free = +from=20 +Yahoo! Sports. +=09=09=0F=07 +=09=09Buzz Index in My Yahoo! - the newest module on My Yahoo! presents a d= +aily=20 +look at what's hot in television, movies, music, sports. Follow the movers= +=20 +and leaders on your personalized Yahoo! page. +=09=09? +=09=09 +=09=09 +=09=09 +=09=09Tips & Tricks +=09=09 +=09=09 +=09=09 +=09=09Stay Alert: Yahoo! Alerts provide the information that's essential to= + you,=20 +delivered right to your email, Yahoo! Messenger, or mobile device. Set up= +=20 +alerts for news, stock quotes, auction updates, sports scores, and more. +=09=09 +=09=09Stay Informed: View the most-frequently emailed photos and stories f= +rom the=20 +last six hours of Yahoo! News. Looking for something more offbeat? Don't mi= +ss=20 +Full Coverage: FYI. +=09=09 +=09=09Stay Cool: Weather forecasts for your area -- on My Yahoo!, in email,= + or on=20 +your mobile device. +=09=09 +=09=09 +=09=09Further Reading +=09=09 +=09=09 +=09=09=0F=07 +=09=09Help Central +=09=09=0F=07 +=09=09More Yahoo! +=09=09=0F=07 +=09=09What's New on the Web +=09=09=0F=07 +=09=09Privacy Center +=09=09[IMAGE] + + +Copyright , 2001 Yahoo! Inc. + Yahoo! tries to send you the most relevant offers based on your Yahoo!=20 +Account Information, interests, and what you use on Yahoo!. Yahoo! uses web= +=20 +beacons in HTML-based email, including in Yahoo! Delivers messages.?To lear= +n=20 +more about Yahoo!'s use of personal information please read our Privacy=20 +Policy. If you have previously unsubscribed from Yahoo! Delivers, but have= +=20 +received this mailing, please note that it takes approximately five busines= +s=20 +days to process your request. For further assistance with unsubscribing, yo= +u=20 +may contact a Yahoo! Delivers representative by email by clicking here." +"allen-p/notes_inbox/44.","Message-ID: <31296473.1075855712630.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:39:00 -0700 (PDT) +From: ei_editor@ftenergy.com +To: einsighthtml@spector.ftenergy.com +Subject: Texas puts reliability rules through paces +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Energy Insight Editor +X-To: EINSIGHTHTML@SPECTOR.FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear Energy Insight Subscribers.?If you cannot read?this version of the= +=20 +Energy Insight daily e-mail,?please click on this link=20 +http://public.resdata.com/essentials/user_pref.asp?module=3DEN?and change = +your=20 +user preferences?to reflect plain text e-mail rather than HTML e-mail.?Tha= +nk=20 +you for your patience.?If you have any questions, feel free to contact us= +=20 +at 1-800-424-2908 (1-720-548-5700 if your are outside the U.S.) or e-mail = +us=20 +at custserv@ftenergy.com. +???? +? +[IMAGE] + + + + + + + + +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] + + + + + + + + +[IMAGE] + +[IMAGE] + +[IMAGE] + +[IMAGE] + + +? +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Updated: May 15, 2001 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Texas puts reliability rules through paces +=09The Texas Public Utility Commission (PUC) recently approved new reliabi= +lity=20 +rules for the state's main power grid. The goal was to scrutinize rules=20 +governing other deregulated markets to see how well they have worked and= +=20 +then find the best route for the Electric Reliability Council of Texas =20 +(ERCOT). +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09Capital markets love energy-related firms +=09Energy companies dominate stock offerings, IPOs +=09 +=09Generators garner the most attention, money +=09 +=09Good times bound to end +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09Mollusks create mayhem for power plants +=09Costs high to fight zebra mussels +=09 +=09Authorities warn of other damaging invaders +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09Gas use for power generation leveled out in 2000 +=09Coal still fuel of choice +=09 +=09Value to balanced-fuel portfolio +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09 +=09 +=09[IMAGE] +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09Florida Power outlines benefits of lat year=01,s merger +=09go to full story... +=09 +=09NSTAR files with FERC for consumer protection order +=09go to full story... +=09 +=09CPUC set to approve plan to repay state for power buys +=09go to full story... +=09 +=09London Electricity=01,s bid for Seeboard rejected, reports say +=09go to full story... +=09 +=09Tennessee Gas announces open season for ConneXion project +=09go to full story... +=09 +=09Avista names CEO Ely as chairman +=09go to full story...=20 +=09 +=09Kerr-McGee announces $1.25B deal +=09go to full story... +=09 +=09Utility.com to refund $70,000 to Pa. customers +=09go to full story... +=09 +=09Conoco to build $75M gas-to-liquids demonstration plant +=09go to full story... +=09 +=09DPL to add 160 MW in Ohio by 2002 +=09go to full story... +=09 +=09 +=09To view all of today's Executive News headlines,=20 +=09click here=20 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09 +=09[IMAGE] +=09[IMAGE] +=09 +=09, Copyright , 2001 - FT Energy, All Rights Reserved. ""FT"" and ""Financia= +l=20 +Times"" are trademarks of The Financial Times Ltd. =20 +=09 +=09 +=09 +=09Market Brief +=09 +=09Monday, May 14 +=09 +=09Stocks +=09Close +=09Change +=09% Change +=09DJIA +=0910,877.33 +=0956.0=20 +=090.52% +=09DJ 15 Util. +=09391.04 +=094.4=20 +=091.14% +=09NASDAQ +=092,081.92 +=09(25.51) +=09-1.21% +=09S&P 500 +=091,248.92 +=093.3=20 +=090.26% +=09 +=09 +=09 +=09 +=09Market Vols +=09Close +=09Change +=09% Change +=09AMEX (000) +=0981,841 +=09(9,583.0) +=09-10.48% +=09NASDAQ (000) +=091,339,184 +=09(92,182.0) +=09-6.44% +=09NYSE (000) +=09853,420 +=09(44,664.0) +=09-4.97% +=09 +=09 +=09 +=09 +=09Commodities +=09Close +=09Change +=09% Change +=09Crude Oil (Jun) +=0928.81 +=090.26=20 +=090.91% +=09Heating Oil (Jun) +=090.7525 +=09(0.008) +=09-1.05% +=09Nat. Gas (Henry) +=094.435 +=090.157=20 +=093.67% +=09Palo Verde (Jun) +=09365.00 +=090.00=20 +=090.00% +=09COB (Jun) +=09320.00 +=09(5.00) +=09-1.54% +=09PJM (Jun) +=0962.00 +=090.00=20 +=090.00% +=09 +=09 +=09 +=09 +=09Dollar US $ +=09Close +=09Change +=09% Change +=09Australia $=20 +=091.927 +=090.013=20 +=090.68% +=09Canada $? =20 +=091.552 +=090.001=20 +=090.06% +=09Germany Dmark=20 +=092.237 +=090.005=20 +=090.22% +=09Euro?=20 +=090.8739 +=09(0.001) +=09-0.16% +=09Japan _en=20 +=09123.30 +=090.700=20 +=090.57% +=09Mexico NP +=099.16 +=09(0.040) +=09-0.43% +=09UK Pound? =20 +=090.7044 +=09(0.0004) +=09-0.06% +=09 +=09 +=09 +=09 +=09Foreign Indices +=09Close +=09Change +=09% Change +=09Arg MerVal +=09415.60 +=09(3.83) +=09-0.91% +=09Austr All Ord. +=093,319.20 +=09(7.10) +=09-0.21% +=09Braz Bovespa +=0914236.94 +=09(256.26) +=09-1.77% +=09Can TSE 300=20 +=098010 +=09(13.67) +=09-0.17% +=09Germany DAX +=096064.68 +=09(76.34) +=09-1.24% +=09HK HangSeng +=0913259.17 +=09(377.44) +=09-2.77% +=09Japan Nikkei 225=20 +=0913873.02 +=09(170.90) +=09-1.22% +=09Mexico IPC=20 +=096042.03 +=09(68.33) +=09-1.12% +=09UK FTSE 100 +=095,690.50 +=09(206.30) +=09-3.50% +=09 +=09 +=09 +=09 +=09 +=09 +=09Source:? Yahoo! & TradingDay.com +=09 +=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09[IMAGE] +=09=09 +=09=09Advertise on Energy Insight=20 +=09=09 +=09=09[IMAGE] +=09=09 +=09=09 +=09=09? +=09=09=09?=20 + + - market briefs.xls" +"allen-p/notes_inbox/45.","Message-ID: <550388.1075855712741.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 10:32:00 -0700 (PDT) +From: perfmgmt@enron.com +To: pallen@enron.com +Subject: Mid-Year 2001 Performance Feedback +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Performance Evaluation Process (PEP)"" +X-To: ""ALLEN, PHILLIP K"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +ALLEN, PHILLIP K, +? +You have been selected to participate in the Mid Year 2001 Performance +Management process. Your feedback plays an important role in the process, +and your participation is critical to the success of Enron's Performance +Management goals. +? +To complete a request for feedback, access PEP at http://pep.enron.com and +select Complete Feedback from the Main Menu. You may begin providing +feedback immediately and are requested to have all feedback forms completed +by Friday, May 25, 2001. +? +If you have any questions regarding PEP or your responsibility in the +process, please contact the PEP Help Desk at: +Houston: 1.713.853.4777, Option 4 or email: perfmgmt@enron.com +London: 44.207.783.4040, Option 4 or email: pep.enquiries@enron.com +? +Thank you for your participation in this important process. +? +The following is a CUMULATIVE list of employee feedback requests with a +status of ""OPEN."" Once you have submitted or declined an employee's request +for feedback, their name will no longer appear on this list. NOTE: YOU WILL +RECEIVE THIS MESSAGE EACH TIME YOU ARE SELECTED AS A REVIEWER. +? +Employee Name: +GIRON, DARRON +SHIM, YEUN SUNG" +"allen-p/notes_inbox/46.","Message-ID: <22907309.1075855712763.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 10:24:00 -0700 (PDT) +From: webmaster@earnings.com +To: pallen@enron.com +Subject: Freidman, Billings Initiates Coverage of PMCS +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Earnings.com"" +X-To: pallen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +If you cannot read this email, please click here. + +Earnings.com - PMCS Upgrade/Downgrade History +Earnings.com [IMAGE] + + + [IMAGE]?View Today's Upgrades/Downgrades/Coverage Initiated + Briefing + PMC - Sierra, Inc. (PMCS) + + + + + + + + + Date + Brokerage Firm + Action + Details + 05/14/2001 + Freidman, Billings + Coverage Initiated + at Accumulate + + + + 04/23/2001 + Merrill Lynch + Downgraded + to Nt Neutral from Nt Accum + + + + 04/20/2001 + Robertson Stephens + Upgraded + to Buy from Lt Attractive + + + + 04/20/2001 + J.P. Morgan + Upgraded + to Lt Buy from Mkt Perform + + + + 04/20/2001 + Frost Securities + Upgraded + to Strong Buy from Buy + + + + 04/20/2001 + Goldman Sachs + Upgraded + to Trading Buy from Mkt Outperform + + + + 04/19/2001 + Salomon Smith Barney + Upgraded + to Buy from Outperform + + + + 04/12/2001 + J.P. Morgan + Downgraded + to Mkt Perform from Lt Buy + + + + 03/22/2001 + Robertson Stephens + Downgraded + to Lt Attractive from Buy + + + + 03/20/2001 + Frost Securities + Coverage Initiated + at Buy + + + + 03/14/2001 + Needham & Company + Coverage Initiated + at Hold + + + + 03/12/2001 + Salomon Smith Barney + Downgraded + to Outperform from Buy + + + + 03/06/2001 + Banc of America + Downgraded + to Buy from Strong Buy + + + + 02/20/2001 + CSFB + Downgraded + to Hold from Buy + + + + 01/29/2001 + Soundview + Upgraded + to Strong Buy from Buy + + + + 01/26/2001 + Warburg Dillon Reed + Downgraded + to Hold from Strong Buy + + + + 01/26/2001 + S G Cowen + Downgraded + to Neutral from Buy + + + + 01/26/2001 + J.P. Morgan + Downgraded + to Lt Buy from Buy + + + + 01/26/2001 + Robertson Stephens + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Adams Harkness + Downgraded + to Mkt Perform from Buy + + + + 01/26/2001 + Banc of America + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Bear Stearns + Downgraded + to Attractive from Buy + + + + 01/26/2001 + CSFB + Downgraded + to Buy from Strong Buy + + + + 01/26/2001 + Goldman Sachs + Downgraded + to Mkt Outperform from Recomm List + + + + 11/30/2000 + Lehman Brothers + Downgraded + to Neutral from Outperform + + + + 11/30/2000 + Kaufman Bros., L.P. + Downgraded + to Hold from Buy + + + + 11/16/2000 + Merrill Lynch + Downgraded + to Nt Accum from Nt Buy + + + + 11/02/2000 + Soundview + Downgraded + to Buy from Strong Buy + + + + 10/25/2000 + Lehman Brothers + Downgraded + to Outperform from Buy + + + + 10/20/2000 + J.P. Morgan + Coverage Initiated + at Buy + + + + 10/17/2000 + Paine Webber + Upgraded + to Buy from Attractive + + + + 10/05/2000 + William Blair + Coverage Initiated + at Lt Buy + + + + 06/06/2000 + S G Cowen + Upgraded + to Buy from Neutral + + + + + + Briefing.com is the leading Internet provider of live market analysis for +U.S. Stock, U.S. Bond and world FX market participants. + + , 1999-2001 Earnings.com, Inc., All rights reserved + about us | contact us | webmaster | site map + privacy policy | terms of service " +"allen-p/notes_inbox/47.","Message-ID: <33158912.1075855712785.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 07:10:00 -0700 (PDT) +From: announce@inbox.nytimes.com +To: pallen@ect.enron.com +Subject: Pre-selected NextCard Visa! As low as 2.99% +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""NYTimes.com"" +X-To: pallen@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dear NYTimes.com member, + +Your registration to NYTimes.com included permission +to send you occasional e-mail with special offers +from our advertisers. To unsubscribe from future +mailings, visit http://www.nytimes.com/unsubscribe + +This is a special offer from NextCard Visa. +------------------------------------------------------- + +Congratulations! You've been pre-selected for this +NextCard(R) Visa(R) offer with rates as low as 2.99% Intro +or 9.99% Ongoing APR! + +NextCard Visa is the best credit card you'll find, period. +We're the only credit card company that can tailor an +offer specifically for you with an APR as low as 2.99% +Intro or 9.99% Ongoing. Then, you can transfer balances +with one click and start saving money right NOW. + +Get a NextCard Visa in 30 seconds! Getting a credit card +has never been so easy. + +1. Fill in the brief application +2. Receive approval decision within 30 seconds +3. Pay no annual fees with rates as low as 2.99% Intro or +9.99% Ongoing APR + + +Click here to apply! +http://www.nytimes.com/ads/email/nextcard/beforenonaola.html + +Why waste time with those other credit companies? NextCard +offers 100% safe online shopping, 1-click bill payment, +and 24-hour online account management. Don't wait, apply +now and get approval decisions in 30 seconds or less. The +choice is clear. + +=============================================== + +Current cardholders and individuals that have applied within +the past 60 days are not eligible to take advantage of this +offer. NextCard takes your privacy very seriously. In +order to protect your personal privacy, we do not share +your personal information with outside parties. This may +result in your receiving this offer even if you are a +current NextCard holder or a recent applicant. Although +this may be an inconvenience, it is a result of our belief +that your privacy is of utmost importance. + +You may view additional details about our privacy policy +at the following URL: +http://www.nextcard.com/privacy.shtml + +=============================================== +ABOUT THIS E-MAIL + +Your registration to NYTimes.com included +permission to send you occasional e-mail with +special offers from our advertisers. As a member +of the BBBOnline Privacy Program and the TRUSTe +privacy program, we are committed to protecting +your privacy; to unsubscribe from future mailings, +visit http://www.nytimes.com/unsubscribe + +Suggestions and feedback are welcome at +comments@nytimes.com. Please do not reply directly to +this e-mail." +"allen-p/notes_inbox/48.","Message-ID: <29834152.1075855712813.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 09:04:00 -0700 (PDT) +From: messenger@ecm.bloomberg.com +Subject: Bloomberg Power Lines Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Bloomberg.com"" +X-To: (undisclosed-recipients) +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is today's copy of Bloomberg Power Lines. Adobe Acrobat Reader is +required to view the attached pdf file. You can download a free version +of Acrobat Reader at + http://www.adobe.com/products/acrobat/readstep.html + +If you have trouble downloading the attached file it is also located at + http://www.bloomberg.com/energy/daily.pdf + +Don't forget to check out the Bloomberg PowerMatch West Coast indices, the +most accurate indices anywhere. Index values are calculated from actual tra= +des +and can be audited by all PowerMatch customers. + +Our aim is to bring you the most timely electricity market coverage in the +industry and we welcome your feedback on how we can improve the product=20 +further. + +Bloomberg Energy Department + +05/14 Bloomberg Daily Power Report + +Table + + Bloomberg U.S. Regional Electricity Prices + ($/MWh for 25-50 MWh pre-scheduled packages, excluding transmission= +=20 +costs) + + On-Peak +West Coast Index Change Low High + Mid-Columbia 205.40 -185.85 175.00 225.00 + Ca-Or Border 203.33 -186.67 180.00 225.00 + NP15 207.75 -189.39 175.00 228.00 + SP15 205.00 -186.88 175.00 225.00 + Ault Colorado 185.00 -155.00 175.00 225.00 + Mead 225.00 -128.00 220.00 230.00 + Palo Verde 220.48 -202.02 210.00 240.00 + Four Corners 207.50 -177.50 200.00 220.00 + +Mid-Continent + ECAR 32.75 +1.68 30.18 35.00 + East 35.50 +2.00 35.00 36.00 + AEP 31.94 -1.46 29.75 34.00 + West 31.50 +2.00 29.50 34.00 + Central 31.17 +3.52 28.00 35.00 + Cinergy 31.17 +3.52 28.00 35.00 + South 34.44 +2.15 28.00 37.00 + North 33.50 +0.00 33.00 34.00 + Main 33.63 +3.88 30.75 37.25 + Com-Ed 31.25 +2.25 29.50 34.50 + Lower 36.00 +5.50 32.00 40.00 + MAPP 46.78 +6.86 45.00 51.00 + North 46.50 +7.17 45.00 50.00 + Lower 47.06 +6.56 45.00 52.00 + +Gulf Coast + SPP 40.13 -0.51 39.50 41.50 + Northern 39.50 +0.00 39.50 41.00 + ERCOT 47.50 +2.25 46.00 49.00 + SERC 37.35 +0.10 33.89 39.07 + Va Power 35.00 -4.50 34.50 35.50 + VACAR 37.00 +3.50 36.00 38.00 + Into TVA 34.44 +2.15 28.00 37.00 + Out of TVA 38.23 +1.80 31.72 40.99 + Entergy 41.75 -1.25 35.00 44.00 + Southern 37.00 +2.00 35.00 39.00 + Fla/Ga Border 38.00 -3.00 37.00 39.00 + FRCC 56.00 +1.00 54.00 58.00 + +East Coast + NEPOOL 45.95 -6.05 45.50 47.25 + New York Zone J 58.50 -4.50 56.00 61.00 + New York Zone G 49.75 -3.25 48.50 51.50 + New York Zone A 38.50 -5.50 38.00 39.00 + PJM 35.97 -5.48 35.00 36.75 + East 35.97 -5.48 35.00 36.75 + West 35.97 -5.48 35.00 36.75 + Seller's Choice 35.47 -5.48 34.50 36.25 +End Table + + +Western Power Spot Prices Sink Amid Weather-Related Demand + + Los Angeles, May 14 (Bloomberg Energy) -- Most Western U.S. +spot power prices for delivery tomorrow slumped as supply +outstripped demand. + At the SP-15 delivery point in Southern California, peak +power dropped $186.88 to a Bloomberg index of $205.00 a megawatt- +hour, amid trades in the $175.00-$225.00 range. + ""Air conditioning load is diminishing, which is causing +prices to decline,"" said one Southwest trader. + According to Weather Services Corp., of Lexington +Massachusetts, temperatures in Los Angeles were expected to reach +75 degrees Fahrenheit today and a low of 59 degrees tonight. + At the Palo Verde switchyard in Arizona, peak power sank +$202.02, or 47.82 percent, to a Bloomberg index of $220.48 as +traders executed transactions in the $210.00-$240.00 range. + Traders said that Arizona's Public Service Co. 1,270-megawatt +Palo Verde-1 nuclear plant in Wintersburg, Arizona, increased +production to 19 percent of capacity following the completion of a +scheduled refueling outage that began March 31. + At the Mid-Columbia trading point in Washington, peak power +slumped 47.5 percent from Friday's Sunday-Monday package to a +Bloomberg index of $205.40, with trades at $175.00-$225.00. + According to Belton, Missouri-based Weather Derivatives Inc., +temperatures in the Pacific Northwest will average 1.2 degrees +Fahrenheit above normal over the next seven days, with cooling +demand 84 percent below normal. + ""We are expecting rain in the Pacific Northwest which is +causing temperatures to drop,"" said one Northwest trader. + At the NP-15 delivery point in Northern California, peak +power fell $189.39 to a Bloomberg index of $207.75, with trades at +$175.00-$228.00. + According the California Independent System Operator today's +forecast demand was estimated at 30,827 megawatts, declining 743 +megawatts tomorrow to 30,084 megawatts. + +-Robert Scalabrino + + +Northeast Power Prices Fall With More Generation, Less Demand + + Philadelphia, May 14 (Bloomberg Energy) -- An increase in +available generation coupled with less weather-related demand, +caused next-day power prices in the Northeast U.S. to fall as much +as 11.3 percent this morning, traders said. + According to Weather Derivatives Corp. of Belton, Missouri, +temperatures in the Northeast will average within one degree +Fahrenheit of normal over the next seven days, keeping heating and +cooling demand 88 and 96 percent below normal, respectively. + In the Pennsylvania-New Jersey-Maryland Interconnection, peak +power scheduled for Tuesday delivery was assessed at a Bloomberg +volume-weighted index of $35.97 per megawatt hour, down $5.48 from +Friday. + ""There's just no weather out there,"" said one PJM-based +trader. ""There's no need for air conditioning, and no need for +heating. As far as I can tell, it's going to be that way all week +long."" + Peak loads in PJM are projected to average less than 30,000 +megawatts through Friday. + Traders also cited increased regional capacity as a cause for +the dip. Interconnection data shows 1,675 megawatts returned to +service today, and an additional 1,232 megawatts are expected to +hit the grid tomorrow. + Next-day prices fell across all three zones of the New York +Power Pool, with increased output at the Nine Mile Point 1 and 2 +nuclear power facilities. + The Nuclear Regulator Commission reported Nine Mile Point 1 +at 90 percent of its 609-megawatt capacity following completion of +a refueling outage, and the 1,148-megawatt Nine Mile Point 2 at +full power following unplanned maintenance. Both units are owned +and operated by Niagara Mohawk. + Zone J, which comprises New York City, slipped $4.50 to +$58.50, while Zones G and A fell $3.25 and $5.50, respectively, to +$51.25 and $40.00 indices. + ~ +-Karyn Rispoli + + +Weather-Related Demand Drives Mid-Continent Power Prices Up + + Cincinnati, May 14 (Bloomberg Energy) -- Day-ahead peak +power prices rose today in the Mid-Continent U.S. as high +weather-related demand was expected in the Midwest and Southeast, +traders said. + ""It's supposed to be pretty warm in the TVA (Tennessee +Valley Authority) area, so everyone is looking to go from Cinergy +to there,"" one East Central Area Reliability Council trader said. +""Dailies and the bal(ance of) week are both stronger because of +that."" + The Bloomberg index price for peak parcels delivered Tuesday +into the Cincinnati-based Cinergy Corp. transmission system rose +$3.52 to $31.17 a megawatt-hour, with trades ranging from $29.25 +when the market opened up to $35.00 after options expired. + Cinergy power for Wednesday-Friday delivery sold at $39.00 +and power for May 21-25 was offered at $45.50 as demand from the +Southeast was expected to remain high into next week. + Next-day power in TVA sold $2.15 higher on average at +$28.00-$37.00, with temperatures in Nashville, Tennessee, +forecast at 87 degrees Fahrenheit through Thursday. + ""Things should continue along these lines for the rest of +the week, because there's enough power to get down there but not +so much that anyone can flood the market and crush prices,"" an +ECAR trader said. + In Mid-America Interconnected Network trading, demand from +the Cinergy hub and the Entergy Corp. grid pulled prices up, +though traders said transmission problems limited volume. + Peak Monday parcels sold $2.25 higher on average at the +Chicago-based Commonwealth Edison hub, trading at $29.50-$34.50, +and $5.50 higher on average in the lower half of the region, with +trades from $32.00-$40.00. + Mid-Continent Area Power Pool peak spot power prices also +climbed today, showing the largest increase in the region as +above-normal temperatures were expected and transmission problems +isolated the market from lower-priced eastern hubs. + For-Tuesday power sold $7.17 higher on average in northern +MAPP at $45.00-$50.00 and $6.56 higher on average in the southern +half of the region at $45.00-$52.00. + Lexington, Massachusetts-based Weather Services Corp. +predicted tomorrow's high temperature would be 85 degrees in +Minneapolis and 91 degrees in Omaha, Nebraska. + ""There's no available transmission from ComEd, and problems +getting power out of Ameren's grid too,"" one MAPP trader said. +""It's likely to cause problems all week, since it's hot here and +down in SPP (the Southwest Power Pool)."" + +-Ken Fahnestock + + +Southeast Power Prices Mixed as Southern Markets Heat Up + + Atlanta, May 14 (Bloomberg Energy) -- U.S. Southeast spot +electricity prices were mixed today as hot weather returned to +major Southern U.S. population centers, traders said. + Forecasters from Lexington, Massachusetts-based Weather +Services Corp. predicted daily high temperatures in the Atlanta +vicinity would peak tomorrow at 86 degrees Fahrenheit, 5 +degrees higher than today's projected high. Cooler weather is +expected to begin Wednesday. + Conversely, in the Nashville, Tennessee, vicinity, +temperatures will remain in the high-80s to low-90s all week, +propelling air conditioning demand, traders said. + The Bloomberg Southeast Electric Reliability Council +regional index price rose 10 cents a megawatt-hour from +equivalent trades made Friday for delivery today, to $37.20. +Trades ranged from $26.50-$42.50. + On the Tennessee Valley Authority grid, power traded an +average of $2.15 higher at a Bloomberg index of $34.44 amid +trades in the $28.00-$37.00 range. + In Texas, day-ahead power prices rose 84 cents for UB firm +energy to a Bloomberg index of $47.50, though utility traders +complained of slack demand versus the same time in 2000. + ""There's just no overnight load to do anything with the +supply we have,"" said one Texas-based utility power trader. +""Last year at this time, we saw a bunch of 93-95 degree +(Fahrenheit) days. This year so far, the highest we've seen is +85 degrees, so that's about 10 degrees below normal for us."" + On the Entergy Corp. grid, day-ahead peak power for +tomorrow opened at $38.50-$42.00, though most trades were done +at a Bloomberg index of $40.25, $1.25 less than Friday. Traders +said forecasts for cooler weather through much of the South +starting Wednesday caused day-ahead prices to trade late at +$35-$36. + Traders said Southern Co. was purchasing day-ahead energy +at $37 from utilities in the Virginia-Carolinas region because +power from VACAR was cheaper than from utilities in SERC. + Southern day-ahead power traded $2 higher at a Bloomberg +index of $37, amid trades in the $35-$39 range. + In the forward power markets, Entergy power for the +balance of this week sold early today at $47.00, though later +trades were noted as high as $48.75. Balance-of-May Entergy +power was bid at $48, though few offers were heard, traders +said. + On the TVA grid, power for the balance of this week was +bid at $40, though the nearest offer was $45. Firm energy for +the balance of May was discussed at $41, though no new trades +were noted. + +-Brian Whary + + +U.K. Power Prices Fall as Offers Continue to Outweigh Bids + + London, May 14 (Bloomberg Energy) -- Power prices in the U.K. +fell for the fourth consecutive day amid continued heavy selling +interest, traders said. + Winter 2001 baseload traded as high as 21.52 pounds a +megawatt-hour and as low as 21.35 pounds a megawatt-hour, before +closing at 21.42 pounds a megawatt-hour, 11 pence lower than +Friday. + The contract has fallen around 82 pence since the start of +the month amid aggressive selling interest, mainly from one +trading house, which intended to buy back contracts where it was +short. Volatility in the contract today stemmed from opposition +from another trading house, which bought the contract, supporting +price levels, traders said. + Shorter-term contracts also fell today as warm weather was +expected to curtail heating demand and also amid lower production +costs because of falling natural gas prices, traders said. + June baseload power contracts fell 22 pence from Friday after +last trading at 18.35 pounds a megawatt-hour. + On the International Petroleum Exchange, June natural gas +futures traded 0.31 pence lower today after last trading at 21.15 +pence a thermal unit. The contract has fallen by 1.74 pence since +the start of last week. + Some traders, however, remained reluctant to give fundamental +reasons for price movements because of the immaturity of the +market, given the recent launch of the new trading agreements. +Most trading activity was in an effort to find new price levels, +they said. + +-Amal Halawi + + +Nordic Power Soars in Active Trade on Renewed Buying Interest + + Lysaker, Norway, May 14 (Bloomberg Energy) -- Longer-term +electricity prices on the Nordic Power Exchange in Lysaker, +Norway, soared in active afternoon trade after participants rushed +to buy seasonal contracts in an attempt to close positions amid +limited hydro-supply, traders said. + Winter-2 2001 closed 6.00 Norwegian kroner higher at an all +time high of 214.50 kroner a megawatt-hour after a total 603.00 +megawatts were exchanged as low as 207.25 kroner a megawatt-hour. +Winter-1 2002 jumped 5.65 kroner after discussions ranged 207.50- +214.00 kroner a megawatt-hour. + ""The market crash everyone was waiting for never came; now +you have to pay higher prices to develop positions,'' an Oslo- +based trader said. ""I'm surprised that even at the peak of the +snow melting season and in anticipation of wet weather, prices are +steadily climbing.'' + Precipitation across Scandinavia was forecast at 200 percent +above normal for the next 10 days, according to U.S. forecasters. +Still, another trader said 170 percent above normal was a ""more +realistic expectation following recent over-estimation of wet +outlooks.'' + Tuesday's system area average price was set below expecations +of 195.00 kroner a megawatt-hour at 185.70 kroner a megawatt-hour, +down 7.45 kroner from today's price. Still, traders said this was +a ""high'' spot price for this time of the year. + Week 21 closed down 1 kroner at 189 kroner a megawatt-hour +with 140 megawatts exchanged. + Trade volumes on Nordpool totalled 5,469 gigawatt-hours +generation, up 368 percent from Friday's 1,169 gigawatt-hours. + +-Alejandro Barbajosa +-0- (BES) May/14/2001 19:33 GMT +=0F$ + + + - daily.pdf" +"allen-p/notes_inbox/49.","Message-ID: <18727864.1075855713025.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 09:54:00 -0700 (PDT) +From: alyse.herasimchuk@enron.com +To: phillip.allen@enron.com, robina.barker-bennett@enron.com, + richard.causey@enron.com, joseph.deffner@enron.com, + andrew.fastow@enron.com, kevin.garland@enron.com, ken.rice@enron.com, + eric.shaw@enron.com, hunter.shively@enron.com, + stuart.staley@enron.com +Subject: ""Save the Date"" - Associate / Analyst Program +Cc: john.walt@enron.com, donna.jones@enron.com, traci.warner@enron.com, + billy.lemmons@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.walt@enron.com, donna.jones@enron.com, traci.warner@enron.com, + billy.lemmons@enron.com +X-From: Alyse Herasimchuk +X-To: Phillip K Allen, Robina Barker-Bennett, Richard Causey, Joseph Deffner, Andrew S Fastow, Kevin Garland, Ken Rice, Eric Shaw, Hunter S Shively, Stuart Staley +X-cc: John Walt, Donna Jones, Traci Warner, Billy Lemmons +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + + Dear Associate / Analyst Committee: + +The following attachment is information regarding upcoming events in the +Associate / Analyst program. Please ""save the date"" on your calendars as your +participation is greatly appreciated. Any questions or concerns you may have +can be directed to John Walt or Donna Jones. + +Thank you, + +Associate / Analyst Program +amh + + + + + + + " +"allen-p/notes_inbox/5.","Message-ID: <5498746.1075855678712.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 11:02:00 -0800 (PST) +From: arsystem@mailman.enron.com +To: phillip.k.allen@enron.com +Subject: Your Approval is Overdue: Access Request for + barry.tycholiz@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ARSystem@mailman.enron.com +X-To: phillip.k.allen@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +This request has been pending your approval for 2 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000009659&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000009659 +Request Create Date : 12/8/00 8:23:47 AM +Requested For : barry.tycholiz@enron.com +Resource Name : VPN +Resource Type : Applications + + + +" +"allen-p/notes_inbox/50.","Message-ID: <18640335.1075855713056.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 06:05:00 -0700 (PDT) +From: lisa.jacobson@enron.com +To: lisa.jacobson@enron.com, kevin.mcgowan@enron.com, daniel.reck@enron.com, + matt.goering@enron.com, stuart.staley@enron.com, + john.massey@enron.com, jeff.andrews@enron.com, adam.siegel@enron.com, + kristin.quinn@enron.com, heather.mitchell@enron.com, + elizabeth.howley@enron.com, scott.watson@enron.com, + mark.dobler@enron.com, kevin.presto@enron.com, lloyd.will@enron.com, + doug.gilbert-smith@enron.com, fletcher.sturm@enron.com, + rogers.herndon@enron.com, robert.benson@enron.com, + mark.davis@enron.com, ben.jacoby@enron.com, + dave.kellermeyer@enron.com, mitch.robinson@enron.com, + john.moore@enron.com, naveed.ahmed@enron.com, + phillip.allen@enron.com, scott.neal@enron.com, + elliot.mainzer@enron.com, richard.lewis@enron.com, + jackie.gentle@enron.com, fiona.grant@enron.com, kate.bauer@enron.com, + mark.schroeder@enron.com, john.shafer@enron.com, + shelley.corman@enron.com, hap.boyd@enron.com, + brian.stanley@enron.com, robert.moss@enron.com, + jeffrey.keeler@enron.com, mary.schoen@enron.com, + laura.glenn@enron.com, kathy.mongeon@enron.com, + stacey.bolton@enron.com, rika.imai@enron.com, rob.bradley@enron.com, + ann.schmidt@enron.com, ben.jacoby@enron.com, jake.thomas@enron.com, + david.parquet@enron.com, lisa.yoho@enron.com, + christi.nicolay@enron.com, harry.kingerski@enron.com, + james.steffes@enron.com, ginger.dernehl@enron.com, + richard.shapiro@enron.com, scott.affelt@enron.com, + susan.worthen@enron.com, gavin.dillingham@enron.com, + lora.sullivan@enron.com, john.hardy@enron.com, + linda.robertson@enron.com, carolyn.cooney@enron.com, pat29@erols.com, + marc.phillips@enron.com, gus.eghneim@enron.com, + mark.palmer@enron.com, philip.davies@enron.com, + nailia.dindarova@enron.com, richard.lewis@enron.com, + john.chappell@enron.com, tracy.ralston@enron.com, + maureen.mcvicker@enron.com +Subject: RSVP REQUESTED - Emissions Strategy Meeting.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lisa Jacobson +X-To: Lisa Jacobson, Kevin McGowan, Daniel Reck, Matt Goering, Stuart Staley, John Massey, Jeff Andrews, Adam Siegel, Kristin Quinn, Heather Mitchell, Elizabeth Howley, Scott Watson, Mark Dobler, Kevin M Presto, Lloyd Will, Doug Gilbert-Smith, Fletcher J Sturm, Rogers Herndon, Robert Benson, Mark Dana Davis, Ben Jacoby, Dave Kellermeyer, Mitch Robinson, John Moore, Naveed Ahmed, Phillip K Allen, Scott Neal, Elliot Mainzer, Richard Lewis, Jackie Gentle, Fiona Grant, Kate Bauer, Mark Schroeder, John Shafer, Shelley Corman, Hap Boyd, Brian Stanley, Robert N Moss, Jeffrey Keeler, Mary Schoen, Laura Glenn, Kathy Mongeon, Stacey Bolton, Rika Imai, Rob Bradley, Ann M Schmidt, Ben Jacoby, Jake Thomas, David Parquet, Lisa Yoho, Christi L Nicolay, Harry Kingerski, James D Steffes, Ginger Dernehl, Richard Shapiro, Scott Affelt, Susan Worthen, Gavin Dillingham, Lora Sullivan, John Hardy, Linda Robertson, Carolyn Cooney, ""Patrick Shortridge (E-mail)"" @SMTP@enronXgate, Marc Phillips, Gus Eghneim, Mark Palmer, Philip Davies, Nailia Dindarova, Richard Lewis, John Chappell, Tracy Ralston, Maureen McVicker +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Due to some problems with my email yesterday, I may not have received your +RSVP.....please excuse any confusion this may have caused. + + +RSVP REQUESTED! + +The Environmental Strategies Group will convene an ""Emissions Strategy +Meeting"" on Friday, May 18 to discuss global emissions issues -- such as air +quality regulation, climate change and U.S. multipollutant legislation -- and +explore some of the potential business opportunities for Enron commercial +groups. + +WHEN: Friday, May 18 +TIME: 10:00 am - 3:00 pm - lunch will be provided +WHERE: Enron Building, 8C1 (8th floor) + +A video conference is being organized to enable broad participation from the +London office and a teleconference will be set up for others who would like +to call in. + +The primary objectives of the session are to 1) provide you with the latest +information on emissions regulation, markets, and Enron's advocacy efforts +worldwide and 2) receive feedback on your commercial interests and input on +policy options so that we may develop the best business and policy strategies +for Enron in both the short and long term. We invite you or a member of your +group to participate in this important strategic discussion. + +Please RSVP as soon as possible and let us know if you plan to participate in +person, via teleconference or via video conference from the London office. + +An agenda is forthcoming. If you have any questions or suggestions in +advance of the meeting, please do not hesitate to contact me or Jeff Keeler. + +We look forward to your participation. + +Lisa Jacobson +Enron +Manager, Environmental Strategies +1775 Eye Street, NW +Suite 800 +Washington, DC 20006 + +Phone: +(202) 466-9176 +Fax: +(202) 331-4717" +"allen-p/notes_inbox/6.","Message-ID: <8522013.1075855678733.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:57:00 -0800 (PST) +From: aod@newsdata.com +To: western.price.survey.contacts@ren-3.cais.net +Subject: Report on News Conference +Cc: alb@cpuc.ca.gov +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alb@cpuc.ca.gov +X-From: ""Arthur O'Donnell"" +X-To: Western.Price.Survey.contacts@ren-3.cais.net +X-cc: ""'alb@cpuc.ca.gov'"" +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached is davis.doc, a quick & dirty report from today's news +conference from Gov. Davis, et al., + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Davis.doc + Date: 13 Dec 2000, 15:55 + Size: 35840 bytes. + Type: MS-Word + + - Davis.doc" +"allen-p/notes_inbox/7.","Message-ID: <19166235.1075855678756.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:39:00 -0800 (PST) +From: sarah.novosel@enron.com +To: steven.kean@enron.com, richard.shapiro@enron.com, james.steffes@enron.com, + jeff.dasovich@enron.com, susan.mara@enron.com, + paul.kaufman@enron.com, phillip.allen@enron.com, mary.hain@enron.com, + christi.nicolay@enron.com, donna.fulton@enron.com, + joe.hartsoe@enron.com, shelley.corman@enron.com +Subject: Final FIled Version +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah Novosel +X-To: Steven J Kean, Richard Shapiro, James D Steffes, Jeff Dasovich, Susan J Mara, Paul Kaufman, Phillip K Allen, Mary Hain, Christi L Nicolay, Donna Fulton, Joe Hartsoe, Shelley Corman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +----- Forwarded by Sarah Novosel/Corp/Enron on 12/13/2000 05:35 PM ----- + + ""Randall Rich"" + 12/13/2000 05:13 PM + + To: ""Jeffrey Watkiss"" , , +, , , +, + cc: + Subject: Final FIled Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC" +"allen-p/notes_inbox/8.","Message-ID: <4375099.1075855678796.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:34:00 -0800 (PST) +From: critical.notice@enron.com +To: ywang@enron.com, patti.sullivan@enron.com, phillip.k.allen@enron.com, + jane.m.tholt@enron.com, mike.grigsby@enron.com +Subject: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: critical.notice@Enron.com +X-To: ywang@Enron.com, Patti.Sullivan@Enron.com, Phillip.K.Allen@Enron.com, jane.m.tholt@Enron.com, Mike.Grigsby@Enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +Transwestern Pipeline Co. posted new notice(s) since our last check at +12/13/2000 4:00:01 PM, the newest notice looks like: + + Capacity Constraint, Dec 13 2000 4:03PM, Dec 14 2000 9:00AM, Dec 15 2000 +8:59AM, 2241, Allocation - San Juan Lateral + +Please click the following to go to the web site for detail. + +http://ios.ets.enron.com/infoPostings/shared/et_noncritical_notice.asp?company +=60" +"allen-p/notes_inbox/9.","Message-ID: <14534717.1075855678819.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:22:00 -0800 (PST) +From: rebecca.cantrell@enron.com +To: stephanie.miller@enron.com, ruth.concannon@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, randall.gay@enron.com, + phillip.allen@enron.com, timothy.hamilton@enron.com, + robert.superty@enron.com, colleen.sullivan@enron.com, + donna.greif@enron.com, julie.gomez@enron.com +Subject: Final Filed Version -- SDG&E Comments +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rebecca W Cantrell +X-To: Stephanie Miller, Ruth Concannon, Jane M Tholt, Tori Kuykendall, Randall L Gay, Phillip K Allen, Timothy J Hamilton, Robert Superty, Colleen Sullivan, Donna Greif, Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Notes inbox +X-Origin: Allen-P +X-FileName: pallen.nsf + +FYI. +---------------------- Forwarded by Rebecca W Cantrell/HOU/ECT on 12/13/2000 +04:18 PM --------------------------- + + +""Randall Rich"" on 12/13/2000 04:13:55 PM +To: ""Jeffrey Watkiss"" , , +, , , +, +cc: +Subject: Final Filed Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC +" +"allen-p/sent_items/1.","Message-ID: <25828831.1075855376669.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 07:25:16 -0800 (PST) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: Additional properties in San Antonio +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""JEFF SMITH"" @ENRON' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jeff, + +Can you resend the info on the three properties you mailed and the one you faxed on Tuesday. I was out of the office last week. + +Phillip + + -----Original Message----- +From: ""JEFF SMITH"" @ENRON +Sent: Tuesday, November 20, 2001 3:43 PM +To: Allen, Phillip K. +Subject: Additional properties in San Antonio + +Phillip, + +I am waiting to get info. on two more properties in San Antonio. The broker +will be faxing info. on Monday. One is 74 units for $1,900,000, and the +other is 24 units for $550,000. + +Also, I have mailed you info. on three other properties in addition to the +100 unit property that I faxed this AM. + +Let me know if you have any questions. + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, TX 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com +" +"allen-p/sent_items/10.","Message-ID: <28132968.1075855376872.JavaMail.evans@thyme> +Date: Sun, 2 Dec 2001 18:45:38 -0800 (PST) +From: k..allen@enron.com +To: andrew.feldstein@jpmorgan.com +Subject: FW: charts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'andrew.feldstein@jpmorgan.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +This file contains graphs illustrating volumes by tenor by product type on a quarterly basis since Q499. For example, daily volume for Natural Gas Financial Swaps during this quarter has been 25 BCF(25,000 contracts) for 1 month trades, 20 BCF (20,000 contracts) for greater than 1 month trades, and 50 BCF (5,000 contracts) for less than 1 month trades. + +Please call with questions. + +Phillip Allen +713-853-7041 + + -----Original Message----- +From: Webb, Jay +Sent: Sunday, December 02, 2001 6:19 PM +To: Allen, Phillip K. +Subject: charts + + " +"allen-p/sent_items/100.","Message-ID: <7810382.1075858639567.JavaMail.evans@thyme> +Date: Thu, 7 Jun 2001 06:51:25 -0700 (PDT) +From: k..allen@enron.com +To: karen.buckley@enron.com +Subject: RE: A&A to be placed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Buckley, Karen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +please send me their resumes + + -----Original Message----- +From: Buckley, Karen +Sent: Thursday, June 07, 2001 6:51 AM +To: Duran, W. David; Tricoli, Carl; Vickers, Frank W.; Herndon, Rogers; Will, Lloyd; Meier, Mark; Cooper, Gregg; Baughman, Edward D.; Jacoby, Ben; Superty, Robert; Neal, Scott; Allen, Phillip K.; Mrha, Jean; McMichael Jr., Ed; Black, Don; Luce, Laura; Gossett, David; Martin, Thomas A.; Aucoin, Berney C.; Shively, Hunter S. +Cc: Melodick, Kim; Slone, Jeanie; Engler, Adrianne +Subject: A&A to be placed + +All, + +We currently have 7 associates and 2 analysts yet to place in ENA. These A&A are new hires and will be joining Enron in August. Please advise me if you would like to see these resumes today. + +Rgds, + +Karen. +x54667" +"allen-p/sent_items/101.","Message-ID: <4158916.1075858639589.JavaMail.evans@thyme> +Date: Thu, 7 Jun 2001 13:06:55 -0700 (PDT) +From: k..allen@enron.com +To: karen.buckley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Buckley, Karen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Karen, + +Can you tell me when Matt Smith and Jason Wolfe are scheduled to move to new rotations? Also what are their next assignments. I would like to move Matt Smith into an assistant trading rotation and have Jason move in to Matt's current rotation in the fundamentals group. + +Phillip" +"allen-p/sent_items/102.","Message-ID: <5025428.1075858639610.JavaMail.evans@thyme> +Date: Thu, 7 Jun 2001 13:54:09 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +I typed up this resume from scratch in 10 minutes. Will it do? If you work for the same company for 8 years your resume tends to get dusty. +Let me know if I need to beef it up or if I need to include any financial information. + +I wanted you to review it before I sent it to Montez. If it is ok please forward to Montez. + + + + + " +"allen-p/sent_items/103.","Message-ID: <5872545.1075858639631.JavaMail.evans@thyme> +Date: Wed, 13 Jun 2001 08:42:51 -0700 (PDT) +From: k..allen@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Slone, Jeanie +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeanie, + +Please change Janie Tholt's ranking to a 3." +"allen-p/sent_items/104.","Message-ID: <16283813.1075858639654.JavaMail.evans@thyme> +Date: Wed, 13 Jun 2001 13:01:19 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +I don't understand what you want me to do with this letter. Regarding the utilities, you and I know that I have had the right to shut off the utilities to a property I don't own for sometime now. I did not do that because I wanted to stay on good terms with the Kuo's while negotiating the release. I had the utilities taken out of my name yesterday. The city of seguin informs me that the meters were read yesterday and the final bill will be mailed to me next week. Then I can compute the amount that the Kuo's owe me for utilities and send them a check for the rock repairs. Please let Pauline know that she needs to go down to the city and take care of the deposit by Friday or the power may be disconnected. The utilities are already in her name. + +In my mind the utilities were never a bargaining chip. Rather, you and I are paying the $11,000 in exchange for the release. Regarding the transfer of ownership into a limited partnership, I will most likely be agreeable to this but I want to review all the loan documents with Jacques and ensure that there is still a personal guarantee on the two notes. I expect to have that done by Friday. + +I would like for her to sign the release today, but if she won't sign until I consent to the limited partnership then the release will have to wait until Friday. As far as the utilities go, I made the transfer for two reasons: 1) I need to know the amount that I have paid to net against the $11,000 and 2) I had the right to take the utilities out of my name and I didn't want the balance to get out of hand. + +I will call you when I am comfortable consenting to the limited partnership. + +Phillip + + + + + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Tuesday, June 12, 2001 3:25 PM +To: Allen, Phillip K. +Subject: The Stage + +I spoke with Pauline and she says she is ready to transfer the utilities. +However, she wants to get your signed permission to transfer their ownership +interests to the J&P Kuo, Ltd. for purposes of paying back the two notes. +(per her attorneys advice). She is ready to sign the settlement, but she +has not been able to talk to her lawyer who is tied up in court. + +I have attached a Word file with the a letter to them which authorizes the +transfer. If it is acceptable please sign and fax to her directly at +830-372-5400. Please fax to me also. + +Thanks. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + + - stagecoach settlement letter to kuo.doc << File: stagecoach settlement letter to kuo.doc >> " +"allen-p/sent_items/105.","Message-ID: <12103078.1075858639676.JavaMail.evans@thyme> +Date: Wed, 13 Jun 2001 13:38:24 -0700 (PDT) +From: k..allen@enron.com +To: faith.killen@enron.com +Subject: RE: West Gas Headcount +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Killen, Faith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Faith, + +Two changes need to be made to the list. First, Jason Wolfe is a trading track analyst on the west desk. Second, Matt Lenhart should be an Associate as his duties and responsibilities are identical to Monique S, Jay R., and Randy G. I don't know if this change can be made administatively or if I need to bring this up during PRC. Please let me know. + +Phillip + + -----Original Message----- +From: Killen, Faith +Sent: Wednesday, June 13, 2001 5:53 AM +To: Tycholiz, Barry; Allen, Phillip K. +Subject: West Gas Headcount +Importance: High + +John Lavarato has requested the attached report. He is still a bit concerned about the proper classification of employees within the various titles. If you would, please review this list of employees and advise me of any changes by the end of day tomorrow, if possible. If you have any questions, please contact me at x30352. + + << File: May 2001 NG-West.xls >> " +"allen-p/sent_items/106.","Message-ID: <9475761.1075858639697.JavaMail.evans@thyme> +Date: Thu, 14 Jun 2001 09:26:28 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +Here is a short letter that indicates I will give consent contingent to the items we discussed. I didn't make any reference to why I took the utilities out of my name. +I left that for you to explain to her that we need to have a cutoff date so we can calculate the final amount. I hope you can make her understand that I have not been obligated to keep these in my name for some time. Since my attorney is out of town until Monday and I doubt that she has all the documents in place to actually place the property in a limited partnership (certainly not the 1st lienholders consent) we will have to work together next week. + +If you want to modify this letter let me know. I am also faxing you a sign copy. + + + +Phillip" +"allen-p/sent_items/107.","Message-ID: <9782504.1075858639720.JavaMail.evans@thyme> +Date: Fri, 15 Jun 2001 10:18:38 -0700 (PDT) +From: k..allen@enron.com +To: scfatkfa@caprock.net +Subject: RE: Bishop's Corner Foundation Engineer Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Sabas Flores"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Thanks for the update on the foundation design. The clubhouse floorplan looks good. + + -----Original Message----- +From: ""Sabas Flores"" @ENRON [mailto:IMCEANOTES-+22Sabas+20Flores+22+20+3Cscfatkfa+40caprock+2Enet+3E+40ENRON@ENRON.com] +Sent: Thursday, June 14, 2001 12:18 PM +To: Greg Thorse \(E-mail\); Phillip Allen \(E-mail\) +Cc: ""Jason Williams""@mailman.enron.com +Subject: Bishop's Corner Foundation Engineer Information + +We talked to Bob Braden about designing the foundations using the geottech +information that we was done previously so as not to delay the permitting +process. He said that he would do a preliminary design for permitting only +and as soon as he gets the new geotech information showing the actual +borings where the buildings are actually going to go, he will revise his +foundation designs. He is in the process of sending us a revised proposal +showing the additional costs to do this extra designing. Any questions, +please call me. Thanks. + + +Sabas Flores" +"allen-p/sent_items/108.","Message-ID: <31396092.1075858639743.JavaMail.evans@thyme> +Date: Fri, 15 Jun 2001 14:09:32 -0700 (PDT) +From: k..allen@enron.com +To: melick@texas1031.com +Subject: Texas1031_homepage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'melick@texas1031.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Carlos, + +Can you help me with several 1031 exchange questions? I spoke to your office and they thought it best that I address my questions to you directly. + +Here is my situation. I purchased a 32 acre tract in Leander about 8 months ago. I have a contract to sell the property which should close around July 18th. + +I expect to realize a gain of around $400,000. See calculations below: + +Sales price: 2,100,000 +Purchase price 1,200,000 +Fees&Devel costs 500,000 + +Profit 400,000 + +The cash generated at the sale will be close to $1 million after repayment of a loan. + +I am interested in protecting this gain through a 1031 exchange. + +I am already involved in a couple of other real estate transactions that might qualify. + + First, there is a 10 acre tract that was purchased by Bishops Corner, Ltd for $1.15 million six months ago. I lent the partnership the cash to buy the land with the intent of working with the developer to build a multifamily project. We could not come to terms for the development, so the partnership was conveyed to me. The loan still exist. I am an 80% limited partner. Another investor is the other limited partner. We have set up a Corporation to be the general partner. We intend to develop the property. Is there a creative way to use the land purchase in a 1031 exchange? + +Second, I have a small tract in New Braunfels under contract for $400,000. I am applying for FHA financing for a 180 unit apartment complex and hope to receive an invitation letter prior to closing. I would need to place this property in a limited partnership eventually, but is there a way to buy the property hold it in my name long enough to satisfy the IRS then move it to a LP. + +If neither of these deals qualify, I would still like to find another piece of property. My two biggest concerns are tying up too much cash and holding property in my own name. Is there a way to insure during the 1st year then move a different entity? + +Thank you in advance for your help. + +Phillip Allen +8855 Merlin Ct +Houston, TX 77055 +pallen70@hotmail.com +wk 713-853-7041 +hm 713-463-8626" +"allen-p/sent_items/109.","Message-ID: <30679228.1075858639764.JavaMail.evans@thyme> +Date: Mon, 18 Jun 2001 11:00:46 -0700 (PDT) +From: k..allen@enron.com +To: jennifer.fraser@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Fraser, Jennifer +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jen, + +Can you send copies of all the california power contracts to me? + +Thank you, + +Phillip +x37041" +"allen-p/sent_items/11.","Message-ID: <15301275.1075855376894.JavaMail.evans@thyme> +Date: Sun, 2 Dec 2001 18:47:24 -0800 (PST) +From: k..allen@enron.com +To: jerilyn.castillo@jpmorgan.com +Subject: FW: charts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jerilyn.castillo@jpmorgan.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + + +This file contains graphs illustrating volumes by tenor by product type on a quarterly basis since Q499. For example, daily volume for Natural Gas Financial Swaps during this quarter has been 25 BCF(25,000 contracts) for 1 month trades, 20 BCF (20,000 contracts) for greater than 1 month trades, and 50 BCF (5,000 contracts) for less than 1 month trades. + +Please call with questions. + +Phillip Allen +713-853-7041 + + -----Original Message----- +From: Webb, Jay +Sent: Sunday, December 02, 2001 6:19 PM +To: Allen, Phillip K. +Subject: charts + + " +"allen-p/sent_items/110.","Message-ID: <28397305.1075858639786.JavaMail.evans@thyme> +Date: Mon, 18 Jun 2001 11:18:57 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +I understand you spoke to Jacques Craig about the consent and assignment documents. Maybe the attorneys can work this out faster than we have. + +I spoke to the city this morning and the final bills are to be mailed out today. So I should have an amount on Wednesday. I will email and fax the amount and the supporting bills as soon as possible. Maybe we can close out the release this week and consent to the assignment pending 1st lien holder approval. + +I have a favor to ask you. I received the check from Pauline that was due May 20th. However, I have misplaced it. Can you ask her to put a stop on her 1st check and send me another (net of any costs for the stop payment). If you would prefer for me to call her myself, I will. It seems that communicating through you is working well. + +Thanks for all your help. + +Phillip" +"allen-p/sent_items/111.","Message-ID: <28819021.1075858639808.JavaMail.evans@thyme> +Date: Mon, 18 Jun 2001 12:53:27 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I will send checks directly to the vendor for any bills pre 4/20. I will fax you copies. I will also try and get the payphone transferred. + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Monday, June 18, 2001 12:06 PM +To: Allen, Phillip K. +Subject: RE: + +I spoke with Pauline again this AM. She chewed me out about the utility +transfer again. She was mad about not being told about the transfer before +it happened. I wasn't sure about the exact date so by the time I told her; +it had already been done. She would have been pissed either way. + +There are two additional items involving the sale that she is requesting. + +1. She wants to transfer the pay phone account +2. She wants reimbursement for the bills that I am faxing to you. + +I will talk to her again about the check that she sent. + +We need to work on getting the pay phone transfer, and the small outstanding +bills. Let me know what I can do to help. + +Jeff + +> -----Original Message----- +> From: Allen, Phillip K. [mailto:Phillip.K.Allen@enron.com] +> Sent: Monday, June 18, 2001 1:19 PM +> To: jsmith@austintx.com +> Subject: +> +> +> Jeff, +> +> I understand you spoke to Jacques Craig about the consent and assignment +> documents. Maybe the attorneys can work this out faster than we have. +> +> I spoke to the city this morning and the final bills are to be mailed +> out today. So I should have an amount on Wednesday. I will email and +> fax the amount and the supporting bills as soon as possible. Maybe we +> can close out the release this week and consent to the assignment +> pending 1st lien holder approval. +> +> I have a favor to ask you. I received the check from Pauline that was +> due May 20th. However, I have misplaced it. Can you ask her to put a +> stop on her 1st check and send me another (net of any costs for the stop +> payment). If you would prefer for me to call her myself, I will. It +> seems that communicating through you is working well. +> +> Thanks for all your help. +> +> Phillip +>" +"allen-p/sent_items/112.","Message-ID: <3064191.1075858639830.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 05:34:15 -0700 (PDT) +From: k..allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lavorato, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +John, + +Two items: + +1. I spoke to John McKay about Sumas. His views seem well thought out. He is short the summer due to the prospect of another 200,000+/day of supply coming back by July 1st. See attached spreadsheet. In order to displace Aeco gas coming down to Kingsgate his target for Sumas value is AECO -0.10. But since his forecast for Aeco is that they will have 30 BCF left in storage at the end of March and current cash is trading down 0.70 or wider versus a rest of summer curve around down 0.50, he is expecting the AECO curve to widen to down 0.85. Therefore, his ultimate target for Sumas is down 0.95 versus the current market of down 0.40 + His winter Sumas shorts are based on his analysis of total supply capacity versus peak demand. See attached spreadsheet. Sumas still commands the premium of an isolated market during the winter but the supply numbers don't support that premium. + In conclusion, I think I will sell some more summer sumas for my book. + + + +2. I will stay after the meeting to talk about Mike G's issues. + + +" +"allen-p/sent_items/113.","Message-ID: <27371027.1075858639852.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 07:42:29 -0700 (PDT) +From: k..allen@enron.com +To: donna.fulton@enron.com +Subject: RE: El Paso Merchant Comments on Reporting Requirements +Cc: christi.nicolay@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: christi.nicolay@enron.com +X-From: Allen, Phillip K. +X-To: Fulton, Donna +X-cc: Nicolay, Christi +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Is there any chance that the request to gather data on financial trades is implemented? Our understanding was that the commission had no jurisdiction over financial markets. + -----Original Message----- +From: Fulton, Donna +Sent: Tuesday, June 19, 2001 9:19 AM +To: Steffes, James; Nicolay, Christi; Novosel, Sarah; Lawner, Leslie; Cantrell, Rebecca; Miller, Stephanie; Allen, Phillip K. +Cc: Alvarez, Ray +Subject: El Paso Merchant Comments on Reporting Requirements + +El Paso Merchant filed comments yesterday in the Reporting Requirements docket. They did not argue against the collection of the new proposed data, but rather argued that the Commission needed to add to the information to be gathered to include financial market data. El Paso states that the financial market is believed to be ten times as large as the physical market. El Paso suggests the following information be collected: +the name of the counter party to the financial trade +the quantitiy of gas underlying the financial trade +all the pricing terms of the trade stated in price per MMBtu +the time period of the trade, including starting and ending dates +the date on which the deal was entered into +the type of trade + +El Paso Merchant also argues for confidential treatment and a sunset date for the collection of the data (tied to when EIA finds supply and demand in California in balance.) + +I have a fax of the comments, but do not yet have them electronically. Let me know if you want a copy faxed." +"allen-p/sent_items/114.","Message-ID: <27155845.1075858639875.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 08:09:31 -0700 (PDT) +From: k..allen@enron.com +To: jeff.dasovich@enron.com +Subject: RE: Call to Discuss Possible Options to Mitigate Effect of DWR + Contracts--Privileged and Confidential +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Dasovich, Jeff +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +jeff, + +Is the problem that the energy DWR purchased is above market and not needed by CORE or just above market. If the energy is needed by CORE wouldn't the deals just be blended in as costs like utility gen and QF supply? If the energy is not needed now could the state sell back the excess then compute the exact loss and put a surcharge on rates for all or some customers that recoup that amount over time. Once again there would be a CTC type recovery period but there would not be the risk that the market price must stay below a fixed price for the stranded costs to be recovered. + +Phillip + -----Original Message----- +From: Dasovich, Jeff +Sent: Tuesday, June 19, 2001 5:11 PM +To: Belden, Tim; Calger, Christopher F.; Steffes, James; Shapiro, Richard; skean@enron.com; Kaufman, Paul; Mara, Susan; Allen, Phillip K.; Yoder, Christian; Hall, Steve C. +Subject: Call to Discuss Possible Options to Mitigate Effect of DWR Contracts--Privileged and Confidential +Sensitivity: Confidential + +PLEASE KEEP THIS NOTE, AND THE INFORMATION CONTAINED IN THE NOTE CONFIDENTIAL. + +As folks are aware, we have been engaged in closed-door negotiations for the past two weeks regarding a possible market-based solution to California's electricity crisis. +In the room are the major large customer groups, environmentalists, small customers (TURN), Independent Energy Producers, labor, the Western States Petroleum Association, and Enron. +The negotiations were convened by the Speaker of the Assembly (Bob Hertzberg). +When Hertzberg convened the meeting, he told the parties that he wanted to achieve a core/noncore structure, similar to the structure in place in California's gas market (i.e., large customers are required to buy gas from the market, with Direct Access available to all other customers). +In effect, ""core"" customers (rez and small business) would be served by the utilities' retained generating assets and QF contracts; and large customers would go to market. +The core/noncore structure would begin 1.1.03. +The negotiating group has struggled over the past two weeks, but is close devising a framework for core/noncore in Californis (but who pays for the utilities' past debts and the costs of DWR power purchased between January and today remain very contentious). +Unfortunately, with the release of the information regarding the DWR contracts last Friday, it is now clear that achieving a core/noncore structure will be very difficult unless something is done to mitigate the contracts. +The problem is that, if core is served by utility gen and QFs, and large customers are in the market, there is no (or very little) need for the DWR contracts. Instead, they look like a signficant stranded cost. +Hertzberg and the negotiating group are looking to Enron for creative ways to address ""the DWR contract problem"" in order to prevent the contracts from 1) killing the core/noncore deal and 2) forcing California to accept a structure focused on a state power authority headed-up by David Freeman that does not include Direct Access. +Christian Yoder and Steve Hall are reviewing the contracts to analyze any ""out clauses"" that the buyer and/or the seller might have under the contract provisions. (My cursory review of the contracts suggests that ""outs"" for the state are minimal or nonexistent.) +In addition, we've started batting around ideas about how the State might reform the contracts. +All this said, want to let everyone know that we have made it extremely clear that Enron fundamentally opposes any and all attempts to unilaterally abrogate anyone's contract rights. + +We'd like to have a quick call tomorrow (30-60 minutes) to brainstorm some options that we can offer Hertzberg to handle the contracts and keep the core/noncore solution alive. We'd like to try to have the the call at 1 PM PDT. Please let me know if this works for you, and if it doesn't, please let me know if there's a time after 1 PM PDT that works for you. + +Thanks, +Jeff" +"allen-p/sent_items/115.","Message-ID: <914355.1075858639897.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 09:49:11 -0700 (PDT) +From: k..allen@enron.com +To: keith.holst@enron.com +Subject: FW: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Holst, Keith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Greg Thorse"" @ENRON [mailto:IMCEANOTES-+22Greg+20Thorse+22+20+3Cgthorse+40keyad+2Ecom+3E+40ENRON@ENRON.com] +Sent: Tuesday, June 19, 2001 8:47 AM +To: Allen, Phillip K. +Subject: Bishops Corner + +See Attachement + - Phillip & Kieth Lender decision 6.19.01.doc " +"allen-p/sent_items/116.","Message-ID: <33201410.1075858639918.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 09:59:33 -0700 (PDT) +From: k..allen@enron.com +To: david.oxley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Oxley, David +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +David, + +This note is to give you my feedback on Jeanie Slone. + +She has been extremely helpful with all personnel issues during the last six months. Without exception she has satisfied any request I have made of her. She has done an excellent job dealing with performance reviews (both good and bad), salary, and title issues. + +Phillip" +"allen-p/sent_items/117.","Message-ID: <5907100.1075858639941.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 10:04:51 -0700 (PDT) +From: k..allen@enron.com +To: matthew.lenhart@enron.com, matt.smith@enron.com, jay.reitmeyer@enron.com +Subject: FW: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lenhart, Matthew , Smith, Matt , Reitmeyer, Jay +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Hawkins, Bernadette +Sent: Wednesday, June 20, 2001 9:59 AM +To: Walton, Steve; Mara, Susan; Comnes, Alan; Lawner, Leslie; Cantrell, Rebecca; Fulton, Donna; Dasovich, Jeff; Nicolay, Christi; Steffes, James; jalexander@gibbs-bruns.com; Allen, Phillip K.; Noske, Linda; Perrino, Dave; Black, Don; Frank, Robert; Miller, Stephanie; Tycholiz, Barry +Cc: linda.noske@enron.com; Alamo, Joseph +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted +Importance: High + +THE MEETING TIME HAS BEEN CHANGED!!!! + +PLEASE MARK YOUR CALENDAR +Date: Every Thursday +Time: 7:30 AM Pacific, 9:30 AM Central, and 10:30 AM Eastern time + Number: 1-888-271-0949 + Host Code: 661877 (for Ray only) + Participant Code: 936022 (for everyone else) + + + +----- Forwarded by Bernadette Hawkins/Corp/Enron on 06/20/2001 12:43 PM ----- + + + Ray Alvarez 05/31/2001 11:55 AM To: Bernadette Hawkins/Corp/Enron@ENRON cc: Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + + + +---------------------- Forwarded by Ray Alvarez/NA/Enron on 05/31/2001 11:55 AM --------------------------- + + +Ray Alvarez +05/31/2001 11:54 AM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K Allen/HOU/ECT@ECT, Linda J Noske/HOU/ECT@ECT, Dave Perrino/SF/ECT@ECT, Don Black/HOU/EES@EES, Robert Frank/NA/Enron@Enron, Stephanie Miller/Enron@EnronXGate, Barry Tycholiz/Enron@EnronXGate +cc: + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + + + + +PLEASE MARK YOUR CALENDAR +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949 + Host Code: 661877 (for Ray only) + Participant Code: 936022 (for everyone else) + +The table of the on-going FERC issues and proceedings will be updated for use on today's conference call, and distributed by Bernadette Hawkins. It is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for today: + +FERC Order of May 25 clarifying the April 26 Order re market monitoring and price mitigation. + +ISO de-rating of ATC complaint- status (item 20) + +EPSA intervention and protest re CAISO compliance filing and proposed tariff amendment (item 32) + +EPSA rehearing request of FERC market monitoring and mitigation order in EL00-95-12 (item 9d) + + +Miscellaneous information items: + +CA legislators' suit against FERC. + + RTO conference is to be planned and held by FERC in the near future. + + +Please feel free to communicate to the group any additional agenda items you may have. + + + + + +" +"allen-p/sent_items/118.","Message-ID: <26625142.1075858639964.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 10:09:00 -0700 (PDT) +From: k..allen@enron.com +To: matthew.lenhart@enron.com, jay.reitmeyer@enron.com, matt.smith@enron.com +Subject: FW: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lenhart, Matthew , Reitmeyer, Jay , Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Perrino, Dave +Sent: Wednesday, June 20, 2001 10:07 AM +To: Hawkins, Bernadette +Cc: Walton, Steve; Mara, Susan; Comnes, Alan; Lawner, Leslie; Cantrell, Rebecca; Fulton, Donna; Dasovich, Jeff; Nicolay, Christi; Steffes, James; jalexander@gibbs-bruns.com; Allen, Phillip K.; Noske, Linda; Black, Don; Frank, Robert; Miller, Stephanie; Tycholiz, Barry; linda.noske@enron.com; Alamo, Joseph +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Bernadette, + +Will you be sending out an agenda before COB today? I'd like to have a look before tomorrow morning if possible. + +Thanks, + +Dave + + + +06/20/2001 09:59 AM +Bernadette Hawkins@ENRON +Bernadette Hawkins@ENRON +Bernadette Hawkins@ENRON +06/20/2001 09:59 AM +06/20/2001 09:59 AM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K Allen/HOU/ECT@ECT, Linda J Noske/HOU/ECT@ECT, Dave Perrino/SF/ECT@ECT, Don Black/HOU/EES@EES, Robert Frank/NA/Enron@Enron, Stephanie Miller/Enron@EnronXGate, Barry Tycholiz/Enron@EnronXGate +cc: linda.noske@enron.com, Joseph Alamo/NA/Enron@Enron + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +THE MEETING TIME HAS BEEN CHANGED!!!! + +PLEASE MARK YOUR CALENDAR +Date: Every Thursday +Time: 7:30 AM Pacific, 9:30 AM Central, and 10:30 AM Eastern time + Number: 1-888-271-0949 + Host Code: 661877 (for Ray only) + Participant Code: 936022 (for everyone else) + + + +----- Forwarded by Bernadette Hawkins/Corp/Enron on 06/20/2001 12:43 PM ----- + + + Ray Alvarez 05/31/2001 11:55 AM To: Bernadette Hawkins/Corp/Enron@ENRON cc: Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + + + +---------------------- Forwarded by Ray Alvarez/NA/Enron on 05/31/2001 11:55 AM --------------------------- + + +Ray Alvarez +05/31/2001 11:54 AM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K Allen/HOU/ECT@ECT, Linda J Noske/HOU/ECT@ECT, Dave Perrino/SF/ECT@ECT, Don Black/HOU/EES@EES, Robert Frank/NA/Enron@Enron, Stephanie Miller/Enron@EnronXGate, Barry Tycholiz/Enron@EnronXGate +cc: + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + + + + +PLEASE MARK YOUR CALENDAR +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949 + Host Code: 661877 (for Ray only) + Participant Code: 936022 (for everyone else) + +The table of the on-going FERC issues and proceedings will be updated for use on today's conference call, and distributed by Bernadette Hawkins. It is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for today: + +FERC Order of May 25 clarifying the April 26 Order re market monitoring and price mitigation. + +ISO de-rating of ATC complaint- status (item 20) + +EPSA intervention and protest re CAISO compliance filing and proposed tariff amendment (item 32) + +EPSA rehearing request of FERC market monitoring and mitigation order in EL00-95-12 (item 9d) + + +Miscellaneous information items: + +CA legislators' suit against FERC. + + RTO conference is to be planned and held by FERC in the near future. + + +Please feel free to communicate to the group any additional agenda items you may have. + + + + + + + + +" +"allen-p/sent_items/119.","Message-ID: <6863478.1075858639986.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 14:53:42 -0700 (PDT) +From: k..allen@enron.com +To: david.oxley@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Oxley, David +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +the hr needs of the gas trading floor + + -----Original Message----- +From: Oxley, David +Sent: Wednesday, June 20, 2001 11:47 AM +To: Allen, Phillip K. +Subject: RE: + +Thanks. Appreciate feedback. If she had to work on one thing what would it be? + +David + + -----Original Message----- +From: Allen, Phillip K. +Sent: Wednesday, June 20, 2001 12:00 PM +To: Oxley, David +Subject: + +David, + +This note is to give you my feedback on Jeanie Slone. + +She has been extremely helpful with all personnel issues during the last six months. Without exception she has satisfied any request I have made of her. She has done an excellent job dealing with performance reviews (both good and bad), salary, and title issues. + +Phillip" +"allen-p/sent_items/12.","Message-ID: <7370600.1075855376915.JavaMail.evans@thyme> +Date: Sun, 2 Dec 2001 18:48:27 -0800 (PST) +From: k..allen@enron.com +To: andrew.feldstein@jpmorgan.com +Subject: FW: charts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'andrew.feldstein@jpmorgan.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +This file contains graphs illustrating volumes by tenor by product type on a quarterly basis since Q499. For example, daily volume for Natural Gas Financial Swaps during this quarter has been 25 BCF(25,000 contracts) for 1 month trades, 20 BCF (20,000 contracts) for greater than 1 month trades, and 50 BCF (5,000 contracts) for less than 1 month trades. + +Please call with questions. + +Phillip Allen +713-853-7041 + + -----Original Message----- +From: Webb, Jay +Sent: Sunday, December 02, 2001 6:19 PM +To: Allen, Phillip K. +Subject: charts + + " +"allen-p/sent_items/120.","Message-ID: <27895692.1075858640010.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 14:56:01 -0700 (PDT) +From: k..allen@enron.com +To: matt.smith@enron.com +Subject: FW: NEWGen June Release +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Sumey, Katrina"" @ENRON [mailto:IMCEANOTES-+22Sumey+2C+20Katrina+22+20+3CKSumey+40ftenergy+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, June 20, 2001 2:01 PM +To: List - NEWGen Support +Subject: NEWGen June Release + +This is the notice that the June 2001 release of NEWGen is available on the +web site www.rdionline.com. You are receiving this e-mail because you have +been given access to NEWGen through this web site. If you do not want to +receive this email, please send a note saying unsubscribe me to +newgen@ftenergy.com. + +NEWGen Staff" +"allen-p/sent_items/121.","Message-ID: <20375697.1075858640031.JavaMail.evans@thyme> +Date: Wed, 20 Jun 2001 15:00:43 -0700 (PDT) +From: k..allen@enron.com +To: rebecca.cantrell@enron.com +Subject: RE: Do you want me to take you off my e-mail distribution list? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Cantrell, Rebecca +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please keep me on your list. + + -----Original Message----- +From: Cantrell, Rebecca +Sent: Wednesday, June 20, 2001 2:59 PM +To: Allen, Phillip K. +Subject: Do you want me to take you off my e-mail distribution list? + +I've noticed that you are deleting a lot of the messages without reading them. I can take you off my master list if you'd like." +"allen-p/sent_items/122.","Message-ID: <31368694.1075858640053.JavaMail.evans@thyme> +Date: Mon, 25 Jun 2001 10:17:02 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +Here is the recap of the utilities I have paid since closing. I am going to send the original utility bills to the Kuo's. + + " +"allen-p/sent_items/123.","Message-ID: <6406820.1075858640074.JavaMail.evans@thyme> +Date: Mon, 25 Jun 2001 10:27:15 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +jacques, + +I have attached a summary of the utilities I paid since the 4/20 closing. The total is $7,328.87. Do you need to incorporate this number is the release or can I just net this amount against the $11,000 and pay them the difference. Do they have an executable copy of the release? I would like to settle up on the repairs, utilities, and the release now. I don't want these issues to get bogged down with the 1st lienholders approval of any assignments. + + + +Phillip" +"allen-p/sent_items/124.","Message-ID: <3257804.1075858640096.JavaMail.evans@thyme> +Date: Mon, 25 Jun 2001 13:48:13 -0700 (PDT) +From: k..allen@enron.com +To: rebecca.cantrell@enron.com +Subject: RE: Meeting to discuss West gas desk ""FERC messages"" +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Cantrell, Rebecca +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Becky, + +How about Wednesday morning at 10:30 am? + +Phillip + + -----Original Message----- +From: Cantrell, Rebecca +Sent: Monday, June 25, 2001 11:09 AM +To: Allen, Phillip K. +Cc: Lawner, Leslie; Fulton, Donna +Subject: Meeting to discuss West gas desk ""FERC messages"" + +Phillip -- Would you have some time Wednesday afternoon to meet with Leslie Lawner and me (and Donna Fulton in the D.C. office by phone) to discuss what we could be doing for you at FERC in the next few months? + +---------------------- Forwarded by Rebecca W Cantrell/HOU/ECT on 06/25/2001 12:58 PM --------------------------- + + +James D Steffes@ENRON +06/24/2001 09:56 AM +To: Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON +cc: Christi L Nicolay/HOU/ECT@ECT, Sscott3@enron.com, Sarah Novosel/Corp/Enron@ENRON + +Subject: RE: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Following up on Alan's comment to Phillip -- + +I've asked the RTO heads to think about 6 month and 18 month ""plans"". What about something like this for gas? + +Jim + +---------------------- Forwarded by James D Steffes/NA/Enron on 06/24/2001 09:55 AM --------------------------- +From: Alan Comnes/ENRON@enronXgate on 06/24/2001 02:46 AM +To: Ray Alvarez/NA/Enron@ENRON, Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com@SMTP@enronXgate, Phillip K Allen/ENRON@enronXgate, Linda J Noske/HOU/ECT@ECT, Dave Perrino/SF/ECT@ECT, Don Black/HOU/EES@EES, Robert Frank/NA/Enron@Enron, Stephanie Miller/ENRON@enronXgate, Barry Tycholiz/ENRON@enronXgate +cc: Bernadette Hawkins/Corp/Enron@ENRON + +Subject: RE: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Per last week's call, I am circulating updated FERC staff talking points to the entire Western Wholesale group. This version of the talking points incorporates comments from Steffes, Walton, and Perrino. + +Phillip Allen: people on the call were wondering if there are any informal messages the West gas desk would like to relay to FERC staff. Notes, however, that ex parte contacts such as these generally must avoid issues that are being currently litigated by the FERC. + + << File: FERC Western Message Points 062301.doc >> + + + + + +" +"allen-p/sent_items/125.","Message-ID: <26646129.1075858640119.JavaMail.evans@thyme> +Date: Mon, 25 Jun 2001 13:51:17 -0700 (PDT) +From: k..allen@enron.com +To: frank.ermis@enron.com, jay.reitmeyer@enron.com, paul.lucci@enron.com, + matthew.lenhart@enron.com, p..south@enron.com +Subject: FW: Crossroads Storage Project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ermis, Frank , Reitmeyer, Jay , Lucci, Paul , Lenhart, Matthew , South, Steven P. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Would we have interest in any storage capacity in the proposed facility? + + -----Original Message----- +From: Schwieger, Jim +Sent: Wednesday, June 20, 2001 10:07 AM +To: Allen, Phillip K. +Cc: Rainer, Eva +Subject: FW: Crossroads Storage Project + +Phillip: +I believe this is a facility that the West Desk may be interested in. + Thanks, Jim + + -----Original Message----- +From: Rainer, Eva +Sent: Tuesday, June 19, 2001 4:08 PM +To: Schwieger, Jim +Cc: Wilson, Garry D.; Bieniawski, Paul; Higgins, Ned +Subject: Crossroads Storage Project + +Jim, + +Following up on the message I left you, I thought I'd send you some of the basic information on the Crossroads project to see if you have any interest in that area: + +The facility will be a high flexibility, bedded salt cavern +Initial startup is expected in summer 2002 with 2 bcf working gas, eventual rampup to 3 bcf +75 MMCF/D injection (at 2 bcf working) +200 MMCF/D withdrawal (at 2 bcf working) +Located near Brush, Colorado, in Morgan County. +Located at far east end of PSCo system, 7 miles from CIG and 10 miles from Kinder Morgan + +This is all the information I have at the moment, in addition to some maps which you are welcomed to look at. Garry Wilson and I will be meeting with the developer in Denver on Monday, but he'd like to see if we have interest sooner than that. I apologize for the last-minute nature of the request, but we were just hoping for an initial gauge of your interest. + +Do you have any use for this capacity? If so, at what price? What would your timing requirements be? Would you have any other conditions that would increase interest in this capacity? + +Thanks for your attention. Please feel free to call me if you have any questions, I'll try following up with you tomorrow if you ahve any free time. Thanks! + +Eva Rainer +Storage Products Group +713-853-9679 + + + +" +"allen-p/sent_items/126.","Message-ID: <24046616.1075858640141.JavaMail.evans@thyme> +Date: Mon, 25 Jun 2001 13:54:44 -0700 (PDT) +From: k..allen@enron.com +To: david.oxley@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Oxley, David +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Improving the PRC process. Customizing it more for the trading group. Figure out some creative ways to compare trading performance. Add profitability and consistency other other trading measures. Also incorporate a system of handicapping performance of traders in different markets. + + -----Original Message----- +From: Oxley, David +Sent: Wednesday, June 20, 2001 3:49 PM +To: Allen, Phillip K. +Subject: RE: + +Very smart. I meant improve in her perfromance, understanding of Enron, the gas trading business, etc., + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Wednesday, June 20, 2001 4:54 PM +To: Oxley, David +Subject: RE: + +the hr needs of the gas trading floor + + -----Original Message----- +From: Oxley, David +Sent: Wednesday, June 20, 2001 11:47 AM +To: Allen, Phillip K. +Subject: RE: + +Thanks. Appreciate feedback. If she had to work on one thing what would it be? + +David + + -----Original Message----- +From: Allen, Phillip K. +Sent: Wednesday, June 20, 2001 12:00 PM +To: Oxley, David +Subject: + +David, + +This note is to give you my feedback on Jeanie Slone. + +She has been extremely helpful with all personnel issues during the last six months. Without exception she has satisfied any request I have made of her. She has done an excellent job dealing with performance reviews (both good and bad), salary, and title issues. + +Phillip" +"allen-p/sent_items/127.","Message-ID: <21912048.1075858640163.JavaMail.evans@thyme> +Date: Tue, 26 Jun 2001 05:11:56 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: FW: Meeting to discuss West gas desk ""FERC messages"" +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Ina, + +Can you get a conference room on 32 for this meeting on Wednesday and let Becky Cantrell know. + +thank you + -----Original Message----- +From: Cantrell, Rebecca +Sent: Monday, June 25, 2001 2:22 PM +To: Allen, Phillip K. +Cc: Lawner, Leslie; Fulton, Donna +Subject: RE: Meeting to discuss West gas desk ""FERC messages"" + +Works for us. I've scheduled 47C1 at 10:30. If you'd rather get a conference room on 32, just let me know. + +Thanks. + + + +From: Phillip K Allen/ENRON@enronXgate on 06/25/2001 03:48 PM +To: Rebecca W Cantrell/HOU/ECT@ECT +cc: + +Subject: RE: Meeting to discuss West gas desk ""FERC messages"" + +Becky, + +How about Wednesday morning at 10:30 am? + +Phillip + + -----Original Message----- +From: Cantrell, Rebecca +Sent: Monday, June 25, 2001 11:09 AM +To: Allen, Phillip K. +Cc: Lawner, Leslie; Fulton, Donna +Subject: Meeting to discuss West gas desk ""FERC messages"" + +Phillip -- Would you have some time Wednesday afternoon to meet with Leslie Lawner and me (and Donna Fulton in the D.C. office by phone) to discuss what we could be doing for you at FERC in the next few months? + +---------------------- Forwarded by Rebecca W Cantrell/HOU/ECT on 06/25/2001 12:58 PM --------------------------- + + +James D Steffes@ENRON +06/24/2001 09:56 AM +To: Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON +cc: Christi L Nicolay/HOU/ECT@ECT, Sscott3@enron.com, Sarah Novosel/Corp/Enron@ENRON + +Subject: RE: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Following up on Alan's comment to Phillip -- + +I've asked the RTO heads to think about 6 month and 18 month ""plans"". What about something like this for gas? + +Jim + +---------------------- Forwarded by James D Steffes/NA/Enron on 06/24/2001 09:55 AM --------------------------- +From: Alan Comnes/ENRON@enronXgate on 06/24/2001 02:46 AM +To: Ray Alvarez/NA/Enron@ENRON, Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com@SMTP@enronXgate, Phillip K Allen/ENRON@enronXgate, Linda J Noske/HOU/ECT@ECT, Dave Perrino/SF/ECT@ECT, Don Black/HOU/EES@EES, Robert Frank/NA/Enron@Enron, Stephanie Miller/ENRON@enronXgate, Barry Tycholiz/ENRON@enronXgate +cc: Bernadette Hawkins/Corp/Enron@ENRON + +Subject: RE: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Per last week's call, I am circulating updated FERC staff talking points to the entire Western Wholesale group. This version of the talking points incorporates comments from Steffes, Walton, and Perrino. + +Phillip Allen: people on the call were wondering if there are any informal messages the West gas desk would like to relay to FERC staff. Notes, however, that ex parte contacts such as these generally must avoid issues that are being currently litigated by the FERC. + + << File: FERC Western Message Points 062301.doc >> + + + + + + + + +" +"allen-p/sent_items/128.","Message-ID: <15912312.1075858640185.JavaMail.evans@thyme> +Date: Tue, 26 Jun 2001 11:02:22 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Cc: jsmith@austintx.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jsmith@austintx.com +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: 'jsmith@austintx.com' +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Have you received the assignment letter from Marcus Kolb. This letter makes it sound like the assumption is just between the Kuo's and Success Real Estate. Don't they need something signed from Southern Pacific Bank? + +I certainly don't plan on signing any assignment documents before the release is signed and settled. Has their attorney contacted you with any revisions? Is the ball in their court? + +Phillip" +"allen-p/sent_items/129.","Message-ID: <9417211.1075858640210.JavaMail.evans@thyme> +Date: Tue, 26 Jun 2001 11:56:25 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +I noticed in the san macos record that some zoning changes were underway. = +First, I wanted to make sure our property would not be affected. Second, p= +art of the land that is being rezoned is targeted for ""seniors"". I would l= +ike to explore the possibility of developing a seniors project ( not assist= +ed living). Maybe we could look at the property mentioned below. As I hav= +e mentioned, my goal is to invest around $2 million in real estate over th= +e next two years. At the current rate that amount would cover the equity r= +equirements for 4 projects assuming I continued to have minority interest p= +artner like Keith. + +Here is the article: + +Sector 2 plan geets boost from council By MURLIN EVANS - Staff Reporter H= +ome and landowners in northwestern San Marcos will soon have a revised futu= +re land use plan to consult for development in the area. The San Marcos Ci= +ty Council on first reading unanimously approved changes to its Sector Two = +Land Use Plan -- changes over a year in the making and covering a 1.26 squa= +re mile area -- intended to encourage development that is both acceptable a= +nd appropriate for the region. Significant to the revisions are those affe= +cting a controversial tract owned by resident Jack Weatherford at the corne= +r of Ranch Road 12 and the newly named Craddock Avenue (Bishop Street). We= +atherford filed suit against the city earlier this year as a result of vari= +ous city commissions declining to approve re-zoning plans the landowner say= +s were in synch with land uses deemed acceptable in the current Sector Two = +plan. Proposed changes to Weatherford's 54 acre tract -- which have no dir= +ect effect on existing zoning -- deletes the 10 acres of high density resid= +ential allowed in the current plan and adds instead two additional acres of= + commercial, one additional acre of medium density residential, and seven a= +dditional acres of low density residential. In addition, the total eight a= +cres of the Weatherford tract proposed for medium density residential is su= +ggested limited to town home, single-family, or multi-family senior housing= + development in the revised future land use plan. The total 10 acres of co= +mmercial allowed on the property is proposed limited to ""community commerci= +al"" -- a yet to be established zoning district -- loosely defined as to ens= +ure more compatibility with existing residential neighborhoods complete wit= +h buffering and landscaping. A 50 foot greenbelt buffer is also proposed t= +o separate the commercial areas from residential ones in the revised plan. = + However, a curb cut envisioned to access this property from RR 12 drew som= +e concern from council members over the potential traffic hazards it may po= +se on the busy state highway. Proposed are two curb cuts, one accessing th= +e proposed Weatherford commercial area from RR 12 and one from Craddock Ave= +nue. While the state highway department and city would have input into the= + plans for where the eventual curb cut would go, city planning director Ron= + Patterson said the allowance of the two curb cuts was a compromise between= + the wishes of area landowners and Weatherford. Council member Jane Hughso= +n supported the idea of removing the RR 12 curb cut allowance from the Sect= +or Plan, but evaluating a developer's plans for possibly locating one in th= +e area as development proceeds. ""I'd rather say ""no' and if someone comes = +us with a really good idea, look at it then,"" Hughson said. Councilman Ed = +Mihalkanin expressed similar safety concerns over the final placement of th= +e curb cut. ""It seems to me we're asking for a bunch of accidents to happe= +n there,"" Mihalkanin said. A motion by Hughson to amend the plan to exclud= +e curb cuts from RR 12 into the property failed on a 3-3 tie vote with San = +Marcos Mayor David Chiu and council members Joe Cox and Paul Mayhew voting = +against the move. Council member Martha Castex Tatum was not present at the= + meeting. Curb cuts or not, the Sector Two Plan earned support from severa= +l residents and neighborhood representatives, who said the plan was a good = +compromise. Oak Heights resident John McBride, who has been an active crit= +ic and participant in the Sector Two revision process, especially concernin= +g the Weatherford tract, said the revised plan better served the interests = +of the city as a whole. ""This is not a victory for one side or the other,""= + said McBride, alluding to a fallout between neighborhood groups opposed to= + Weatherford's initial plans for his property, ""but a victory for the City = +of San Marcos. We started out with all R-1...we've come a long way."" =09 +=20 +" +"allen-p/sent_items/13.","Message-ID: <28269947.1075855376936.JavaMail.evans@thyme> +Date: Mon, 3 Dec 2001 06:42:57 -0800 (PST) +From: k..allen@enron.com +To: jerilyn.castillo@jpmorgan.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jerilyn.castillo@jpmorgan.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jerilyn, + +Call or email with additional data requests. + +Phillip +713-853-7041" +"allen-p/sent_items/130.","Message-ID: <32366927.1075858640284.JavaMail.evans@thyme> +Date: Tue, 26 Jun 2001 13:20:15 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Jeff Smith"" >@ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Tuesday, June 26, 2001 12:58 PM +To: Allen, Phillip K. +Subject: RE: + +Yes they do need to get approval from Southern Pacific Bank. Their attorney +says that the bank has not responded to their requests. Pauline is still +trying to get them to move forward. + +I spoke with their attorney this AM, and he said that he is reviewing the +settlement document and will like to get everything settled before he leaves +on vacation. (even though he has had the document for a month?) + +I suggested that he talk to Jacques to speed the process up. Pauline may +have been slowing the process by not giving him info. + +You should probably have Jacques speak with their attorney (Kolb) if he does +not make contact by tomorrow. + +Also, Pauline wants to know if you have any info. on a contact name for the +pay phone. + +Call me if you need anything. + +Jeff + + + +> -----Original Message----- +> From: Allen, Phillip K. [mailto:Phillip.K.Allen@enron.com] +> Sent: Tuesday, June 26, 2001 1:02 PM +> To: jacquestc@aol.com +> Cc: jsmith@austintx.com +> Subject: +> +> +> Jacques, +> +> Have you received the assignment letter from Marcus Kolb. This letter +> makes it sound like the assumption is just between the Kuo's and Success +> Real Estate. Don't they need something signed from Southern Pacific +> Bank? +> +> I certainly don't plan on signing any assignment documents before the +> release is signed and settled. Has their attorney contacted you with +> any revisions? Is the ball in their court? +> +> Phillip +>" +"allen-p/sent_items/131.","Message-ID: <6497323.1075858640306.JavaMail.evans@thyme> +Date: Tue, 26 Jun 2001 13:49:17 -0700 (PDT) +From: k..allen@enron.com +To: hargr@webtv.net +Subject: RE: no e-mai +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'hargr@webtv.net (Neal Hargrove)@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kay, + +I sent a copy of an article discussing oil and gas stocks. The main idea was that everyone is selling so it is probably a good time to be buying. I had lost your email so I sent it to Gary and asked him to forward it to you. I guess he is technology challenged. The article was just one analyst's opinion. He can find dozens of articles just like it online. It was not important. + +On a different note, Kelsey is at T Bar M camp this week. Heather is very anxious about this. The only info we get is through the camp's website. Each day they post candid pictures from the prior day. We scan through to try and spot Kelsey. So far we have found her in one picture each day. It is kind of fun trying to find her. If you want to give it a try, go to their website at www.tbarmcamps.org/index.shtml . Click on sports camp parent connection. There are a few paragraphs about each day and a spot to click for the pictures from that day. See if you can find her. + +Pat and Gary's house looks like it is taking shape fast. The Meckels seem to do good work. I might have to reconsider using them for our house. +We should be in town Friday. We have to be at the camp at 8:30 on Saturday. See you soon. + +Keith + + -----Original Message----- +From: hargr@webtv.net (Neal Hargrove)@ENRON [mailto:IMCEANOTES-hargr+40webtv+2Enet+20+28Neal+20Hargrove+29+40ENRON@ENRON.com] +Sent: Tuesday, June 26, 2001 9:07 AM +To: pallen@enron.com +Subject: no e-mai + + Good Morning- Pat said you had sent Neal +an e-mail with an attachment, he did not +receive. Please try again. + +Hope Kelsey is having fun at camp. See +you and the family soon., Love, Kay" +"allen-p/sent_items/132.","Message-ID: <14395175.1075858640328.JavaMail.evans@thyme> +Date: Wed, 27 Jun 2001 06:39:58 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: JacquesTC@aol.com@ENRON [mailto:IMCEANOTES-JacquesTC+40aol+2Ecom+40ENRON@ENRON.com] +Sent: Wednesday, June 27, 2001 6:08 AM +To: Allen, Phillip K. +Subject: Re: + +Phillip, + Their attorney has not contacted me. I have discussed this with Jeff +and he is following it up. You should not sign anything until we get +everything ready to be signed. Jacques" +"allen-p/sent_items/133.","Message-ID: <12254506.1075858640350.JavaMail.evans@thyme> +Date: Wed, 27 Jun 2001 11:33:39 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: FW: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Jeff Smith"" >@ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, June 27, 2001 9:26 AM +To: Allen, Phillip K. +Subject: The Stage + +I sent their lawyer Jacques name and number, and asked him to call +yesterday. Maybe Jacques should call him if he does not hear from him by +the end of the day. + + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile" +"allen-p/sent_items/134.","Message-ID: <4384861.1075858640372.JavaMail.evans@thyme> +Date: Wed, 27 Jun 2001 11:44:54 -0700 (PDT) +From: k..allen@enron.com +To: scott.neal@enron.com +Subject: FW: Goldman Comment re: Enron issued this morning - Revised Price + Target of $68/share +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Neal, Scott +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Leboe, David +Sent: Wednesday, June 27, 2001 6:44 AM +To: Frevert, Mark; Whalley, Greg; Lavorato, John; Kitchen, Louise; Mcconnell, Mike; Piper, Greg; Horton, Stanley; Sherriff, John; Glisan, Ben; Colwell, Wes; Deffner, Joseph; Presto, Kevin M.; Duran, W. David; Calger, Christopher F.; Belden, Tim; Allen, Phillip K.; Milnthorp, Rob; Palmer, Mark S.; Dyson, Fernley; Despain, Tim; Lawyer, Larry; Fallon, Jim; Cox, David; Rice, Ken +Cc: Rieker, Paula +Subject: Goldman Comment re: Enron issued this morning - Revised Price Target of $68/share + +For your information - + +This morning Goldman issued a brief report following their visit with Enron Management on Monday. +Their revised price target is $68/share. +Many of the recent issues driving causing downward pressure on the stock are discussed. + +Goldman will be hosting a conference call today at 10:00am (CST) to discuss their views on ENE shares with clients. Should you wish to listen, dial-in details are included in their report which is included below as an attachment. + +Should you have any questions, please let me know. + +Regards. + + + + + +David T. Leboe +Director, Investor Relations +Enron Corp. + +Office 713.853.4785 +Cell 713.562.2160 +Fax 713.646.3002 +Pager 877.237.7732 +david.leboe@enron.com " +"allen-p/sent_items/135.","Message-ID: <10841683.1075858640393.JavaMail.evans@thyme> +Date: Mon, 2 Jul 2001 06:55:54 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: RE: FW: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'JacquesTC@aol.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Glad to hear their attorney contacted you. I agree that we will not consent to the assignment unless the release and utility issue are resolved, but I would prefer to get the utility and release resolved without waiting for the 1st lienholder to consent. Can we wrap up those issues and sign some sort of agreement to consent subject to Southern Pacific Bank's consent. + +Phillip + + -----Original Message----- +From: JacquesTC@aol.com@ENRON [mailto:IMCEANOTES-JacquesTC+40aol+2Ecom+40ENRON@ENRON.com] +Sent: Saturday, June 30, 2001 11:32 AM +To: Allen, Phillip K. +Subject: Re: FW: The Stage + +Phillip, + I received a fax of the consent agreement the attorney on the Stage +Coach transaction sent and a copy of his coner letter to the bank's attorney. +I called and left a message that I had comments on that agreement and that we +will only consent if we get the entire transaction including our release and +the utility issue resolved at one time. I have jury duty Monday and will call +you Tuesday to touch base. Jacques" +"allen-p/sent_items/136.","Message-ID: <15604970.1075858640415.JavaMail.evans@thyme> +Date: Tue, 10 Jul 2001 04:53:46 -0700 (PDT) +From: k..allen@enron.com +To: matt.smith@enron.com, matthew.lenhart@enron.com +Subject: FW: California gas intrastate matters +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt , Lenhart, Matthew +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Lawner, Leslie +Sent: Friday, July 06, 2001 7:32 AM +To: Steffes, James; Cantrell, Rebecca; Fulton, Donna; Miller, Stephanie; Dasovich, Jeff; Ponce, Roger; Courtney, Mark; Sharp, Greg; Castano, Marianne; Donald M Black/Enron@EnronXGate ; Allen, Phillip K. +Cc: Kingerski, Harry; Kaufman, Paul; Buerger, Rubena +Subject: California gas intrastate matters + +There will be a conference call Wed. at 1:00 pm Central, July 11, to discuss California intrastate gas issues. Ruben Buerger will send out the call in information. + +Items to be addressed are: LDC hedging, unbundling rates and infrastructure needs. Jeff Dasovich will give us a status report on these issues and we then discuss where to go from there." +"allen-p/sent_items/137.","Message-ID: <11293814.1075858640439.JavaMail.evans@thyme> +Date: Tue, 10 Jul 2001 12:31:55 -0700 (PDT) +From: k..allen@enron.com +To: matt.smith@enron.com +Subject: FW: El Paso Announces Binding Open Season for Additional Capacity + on Line 2000 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Matt, + +Make sure this is included in your long term forecast. + + + + -----Original Message----- +From: Cantrell, Rebecca +Sent: Tuesday, July 10, 2001 12:18 PM +To: Miller, Stephanie; Tycholiz, Barry; Allen, Phillip K.; Tholt, Jane M.; Comnes, Alan; Nicolay, Christi; Perrino, Dave; Black, Don; Fulton, Donna; Sharp, Greg; Steffes, James; Dasovich, Jeff; Thome, Jennifer; Lawner, Leslie; Courtney, Mark; Kaufman, Paul; Alvarez, Ray; Frank, Robert; Gahn, Scott; Walton, Steve; Mara, Susan +Subject: El Paso Announces Binding Open Season for Additional Capacity on Line 2000 + +Also posted today on El Paso's web site. +---------------------- Forwarded by Rebecca W Cantrell/HOU/ECT on 07/10/2001 02:14 PM --------------------------- + + +""Tracey Bradley"" > on 07/10/2001 02:10:18 PM +To: >, ""Charles Shoneman"" >, ""Randall Rich"" >, >, > +cc: + +Subject: El Paso Announces Binding Open Season for Additional Capacity on Line 2000 + + +FYI + +Tuesday July 10, 9:21 am Eastern Time + +Press Release +SOURCE: El Paso Corporation + +El Paso Announces Binding Open Season for Additional Capacity on Line 2000 + +HOUSTON, July 10 /PRNewswire/ -- El Paso Natural Gas Company, a subsidiary of El Paso Corporation (NYSE: EPG - news), announced today a binding open season for 320 million cubic feet per day (MMcf/d) of pipeline capacity from the Keystone and Waha areas of the Permian Basin in West Texas to the California border near Ehrenberg, Arizona. The binding open season, which began July 5, 2001 and closes on August 2, 2001, is in response to the interest expressed during El Paso's non-binding open season in March 2001 soliciting shippers for potential system expansions. + +The expansion capacity will be made available by adding compression to El Paso's Line 2000 from McCamey, Texas to the California border near Ehrenberg, Arizona. The expansion capacity will be sold at El Paso's existing maximum California tariff rate, and the fuel charge is estimated to be 5 percent. The projected in-service date of the expansion facilities is mid-2003 subject to the receipt of all necessary regulatory, environmental, and right-of-way authorizations. + +The receipt points on El Paso's system for this capacity will be the Waha and Keystone pools in the Permian Basin area of West Texas. The delivery points will be Southern California Gas Company (SoCal) and PG&E's proposed North Baja Pipeline, El Paso's bi-directional lateral (Line 1903), any future incremental capacity on the SoCal system from Ehrenberg, Arizona into the State of California, and any upstream points on El Paso's south mainline system where capacity exists. + +``This system expansion will add incremental interstate capacity to California, Arizona, New Mexico, and West Texas to meet increasing natural gas demands including the demand for natural gas to generate electricity for the western United States,'' said Patricia A. Shelton, president of El Paso Natural Gas Company. + +Interested parties can contact their transportation marketing representative or Mr. Jerry W. Strange at (719) 520-4687. + +El Paso Corporation is committed to meeting energy needs throughout North America and the world with operations that span the energy value chain from wellhead to electron. The company is focused on speeding the development of new technologies, such as clean coal and liquefied natural gas, to address critical energy shortages across the globe. Visit El Paso at www.elpaso.com . + +CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS + +This release includes forward-looking statements and projections, made in reliance on the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The company has made every reasonable effort to ensure that the information and assumptions on which these statements and projections are based are current, reasonable, and complete. However, a variety of factors could cause actual results to differ materially from the projections, anticipated results or other expectations expressed in this release. While the company makes these statements and projections in good faith, neither the company nor its management can guarantee that the anticipated future results will be achieved. Reference should be made to the company's (and its affiliates') Securities and Exchange Commission filings for additional important factors that may affect actual results. + +SOURCE: El Paso Corporation + + + +" +"allen-p/sent_items/138.","Message-ID: <31265382.1075858640461.JavaMail.evans@thyme> +Date: Tue, 10 Jul 2001 12:32:29 -0700 (PDT) +From: k..allen@enron.com +To: matt.smith@enron.com +Subject: FW: California gas intrastate matters - July 11 conference call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Buerger, Rubena +Sent: Friday, July 06, 2001 11:54 AM +To: Lawner, Leslie +Cc: Steffes, James; Cantrell, Rebecca; Fulton, Donna; Miller, Stephanie; Dasovich, Jeff; Ponce, Roger; Courtney, Mark; Sharp, Greg; Castano, Marianne; Donald M Black/Enron@EnronXGate ; Allen, Phillip K.; Kingerski, Harry; Kaufman, Paul; Don Black@EES ; Hewitt, Jess +Subject: California gas intrastate matters - July 11 conference call + +Here is the information for the conference call. + + Wednesday, July 11 + 1:00 to 2:00 p.m. Central Time + + dial-in number: 800-486-2460 + participant code: 675-923 + host code (Lawner): 263-406 + +Leslie, if you need assistance during the call, please press ""# 0"". + + + +From: Leslie Lawner@ENRON on 07/06/2001 09:32 AM +To: James D Steffes/NA/Enron@Enron , Rebecca W Cantrell/HOU/ECT@ECT , Donna Fulton/Corp/Enron@ENRON , Stephanie Miller/Enron@EnronXGate , Jeff Dasovich/NA/Enron@Enron , Roger O Ponce/HOU/EES@EES , Mark Courtney/HOU/EES@EES , Greg Sharp/HOU/EES@EES , Marianne Castano/HOU/EES@EES , Donald M Black/Enron@EnronXGate , Phillip K Allen/Enron@EnronXGate +cc: Harry Kingerski/NA/Enron@Enron , Paul Kaufman/Enron@EnronXGate , Rubena Buerger/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT + +Subject: California gas intrastate matters + +There will be a conference call Wed. at 1:00 pm Central, July 11, to discuss California intrastate gas issues. Rubena Buerger will send out the call in information. + +Items to be addressed are: LDC hedging, unbundling rates and infrastructure needs. Jeff Dasovich will give us a status report on these issues and we then discuss where to go from there." +"allen-p/sent_items/139.","Message-ID: <14873812.1075858640483.JavaMail.evans@thyme> +Date: Wed, 11 Jul 2001 05:56:41 -0700 (PDT) +From: k..allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com, m..tholt@enron.com, + matt.smith@enron.com +Subject: FW: West Power Strategy Briefing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Holst, Keith , Grigsby, Mike , Tholt, Jane M. , Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +-----Original Message----- +From: Heizenrader, Tim +Sent: Tuesday, July 10, 2001 12:59 PM +To: Lavorato, John; Allen, Phillip K.; Zufferli, John +Cc: Belden, Tim; Swerzbin, Mike; Richey, Cooper +Subject: West Power Strategy Briefing + +Charts for today's meeting are attached: + " +"allen-p/sent_items/14.","Message-ID: <2249420.1075855376958.JavaMail.evans@thyme> +Date: Mon, 3 Dec 2001 11:05:58 -0800 (PST) +From: k..allen@enron.com +To: jay.webb@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Webb, Jay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jay, + +I need to compile a report that shows transaction volume by basis location(Basis Swaps) and volume by location for Phys Forwards as well as Finc Swaps for Power. + +We have given them a list of the locations at which we like to make markets. They want to see historical volumes at those location to judge the liquidity at each location. + +You can reach me at 713-515-3949 or x37041. + +Thanks for your help. + +Phillip" +"allen-p/sent_items/140.","Message-ID: <3650242.1075858640506.JavaMail.evans@thyme> +Date: Wed, 11 Jul 2001 08:25:40 -0700 (PDT) +From: k..allen@enron.com +To: barry.tycholiz@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Tycholiz, Barry +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Barry, + +Mike and I are going to meet with John L. at 2:30 to officially work out the details of Mike's succession as desk head. We will probably announce to the group by the end of the week. + +Phillip + + -----Original Message----- +From: Tycholiz, Barry +Sent: Wednesday, July 11, 2001 8:23 AM +To: Allen, Phillip K. +Subject: FW: + +Phillip, I think they are not copying you on these notes. There is nothing for you to do, just keeping us informed.. This is a large deal being led by the Gulf orig team. that may have some rockies production transactions included in them. + +BT + + -----Original Message----- +From: Bryan, Gary +Sent: Wednesday, July 11, 2001 9:19 AM +To: Neal, Scott; Shively, Hunter S.; Martin, Thomas A.; Tycholiz, Barry +Cc: Vickers, Frank W.; Luce, Laura; Grass, John; McMichael Jr., Ed; Boyt, Eric; Kelly, Katherine L.; Roberts, Linda; Brawner, Sandra F.; Redmond, Brian; Miller, Kevin; Lagrasta, Fred; Whitt, Mark; Zivley, Jill T.; Martinez, Jennifer +Subject: + +Hunter, Scott, Tom & Barry, +We have been meeting with the Ocean Energy, Inc. (""OEI"") management team over the last several months discussing the asset management of OEI's gas, as well as Enron's ability to provide additional Producer Services (including the operations of certain pipeline facilities, outsourcing services and Enron systems outsourcing). We are moving forward with the project and have divided it into two phases. Phase 1: will be the purchase of OEI's natural gas in North America, both operated and non-operated properties, and Phase 2: will evaluate the opportunity to provide OEI additional services. +For Phase 1, OEI is soliciting bids for their North American supply for the period beginning on October 1, 2000 through September 30, 2002. Bids on this gas are due August 15, 2001, with expected daily production for the bid cycle to exceed 450,000 MCF/d of natural gas. The gas is currently under contract to Duke Energy until September 30, 2001. +Phase 2 will follow a parallel path. We are continuing to have meetings with OEI to discuss our Producer One product as well as evaluating OEI's Havre Pipeline system in Montana for a pipeline outsourcing opportunity. +OEI is one of the largest independent oil and gas exploration and production companies in the United States with proved reserves of 460 million barrels of oil equivalent. North American operations are focused in the shelf and deepwater areas of the Gulf of Mexico, South and East Texas, and the Mid-continent, Permian Basin and Rocky Mountain regions. +In the Gulf of Mexico, OEI has interests in more than 300 Gulf of Mexico blocks, including 83 in the deepwater. They plan to spend $300 to $350 million in 2001 to grow its reserve base through delineation of recent discoveries and additional deepwater exploration. Ocean's deepwater expenditures will include continued development of its commercial discoveries, including the Nansen and Boomvang projects in the East Breaks area and the Magnolia discovery on Garden Banks Block 783. They will continue to be aggressive in the drilling of its inventory of core shelf holdings. +The North America Onshore division of Ocean Energy is organized into five operating regions: the Rocky Mountains, Permian Basin, Arklatex, Anadarko and East Texas. In 2001, Ocean Energy plans to grow production and reserves from its long-life assets while increasing its number of high-potential exploration prospects in core areas, including the Bossier Play in East Texas and the Permian Basin. +This opportunity will provide gas across North America for Enron with the majority of the gas supply located in the GOM. Once we complete our due diligence on the properties, we will be working with structuring, the wellhead desk and each of the respective desks to request bids for each of the gas packages. +The attached file will give you an idea of the location and volume of the gas available in Phase 1. Also included on the spreadsheet is a pricing reference point for each package. If you have any questions regarding this opportunity, please contact me at X-36784. + << File: OEI.xls >> +" +"allen-p/sent_items/142.","Message-ID: <483924.1075858640549.JavaMail.evans@thyme> +Date: Thu, 12 Jul 2001 05:04:29 -0700 (PDT) +From: k..allen@enron.com +To: s..shively@enron.com +Subject: FW: Party +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Shively, Hunter S. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Richard Toubia"" >@ENRON [mailto:IMCEANOTES-+22Richard+20Toubia+22+20+3Crichard+2Etoubia+40truequote+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, July 11, 2001 11:48 AM +To: pallen@enron.com +Subject: Party + +Phillip: + +Here is info about the party I am having. It's has been a long time I +haven't seen you, so try to come (I know you usually do not). Try to bring +Hunty and some other old timers. Don't worry about the fact that it is to +celebrate the ""Launching of True Quote and EOL link"", it was supposed to +take place on June 9th, but we got flooded out! I am inviting bunch of +friends and few colleagues and some of the EOL people I work with. + +My phone at work is 713 622 5243 + +Richard +>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> +You are cordially invited to a party at my house to celebrate True Quote's +true launch and the completed integration with EnronOnline. But these are +just excuses!. +We all had too many Mylanta moments and we need to drink it up. + +Time: Saturday JULY 14, 2001 at 8:00 PM +Place: 415 W 22 Street in the Heights (on 22nd Street between Shepherd and +Yale). +Phone: (713) 862-8268 +Dress Code: As long as you don't get arrested for Public Indecency +Parking: on 22nd Street and in a parking lot at corner of 22nd and Ashland +Light food and drinks. + +Map is enclosed for directions. + +Hope you can join us + + + + + + + - Picture " +"allen-p/sent_items/143.","Message-ID: <13141541.1075858640571.JavaMail.evans@thyme> +Date: Thu, 12 Jul 2001 12:55:20 -0700 (PDT) +From: k..allen@enron.com +To: michael.l.brunner@rssmb.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'michael.l.brunner@rssmb.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Michael, + +I finally got in touch with the department that handles stock options. Unfortunately, they are committed to Paine Webber for the foreseeable future. The two primary reasons they gave for not wanting to explore a new relationship were an exclusive contract with Paine Webber and the reporting and tax interfaces that are already in place. They are less concerned with the services that Paine Webber doesn't offer the employees such as lending against vested options. + +It was worth a try. + +Phillip" +"allen-p/sent_items/144.","Message-ID: <14620083.1075858640594.JavaMail.evans@thyme> +Date: Fri, 13 Jul 2001 06:44:25 -0700 (PDT) +From: k..allen@enron.com +To: leslie.lawner@enron.com +Subject: RE: CA Instrate Gas matters +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lawner, Leslie +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please add the following names to the mailing list: Mike Grigsby, Frank Ermis, Keith Holst, Matt Smith, Janie Tholt + + -----Original Message----- +From: Lawner, Leslie +Sent: Friday, July 13, 2001 6:21 AM +To: Allen, Phillip K.; Kingerski, Harry; Kaufman, Paul; Tycholiz, Barry; Miller, Stephanie; Ponce, Roger; Black, Don; Hewitt, Jess; Shireman, Kristann; Courtney, Mark; Elliott, Chris; Dasovich, Jeff; Becky McCabe; Fulton, Donna; Steffes, Darla; Stoness, Scott; Johnson, Tamara +Cc: Nicolay, Christi +Subject: CA Instrate Gas matters + +This is to quickly summarize our call on July 11 on California gas intrastate matters and set a direction for future activity. + +Unbundling: PG&E has a Gas Accord in effect through 12/31/03, which is generally positive. We will participate in the development of a successor plan, and attempt to improve it if we can. + SoCalGas attempted its own version of a gas accord, but the CPUC refused to approve. We will attempt to resurrect this accord and obtain CPUC approval. + +Hedging: No proceeding currently exists to address gas hedging by LDCs. (draft legislation does exist on the electric side to allow hedging and passthrough of costs). Jeff has recommended that we approach the LDCs to begin discussing the issue and developing a strategy to take to the CPUC. I suggest we develop an ENA-EES hedging proposal for CA and then take that to the LDCs. I will attempt to put this is writing. + +Infrastructure: CPUC has undertaken a proceeding to determine the need to improve infrastructure. SoCal Gas and PG&E are responding with proposals. We want to revitalize the infrastructure and ensure real markets exist and can develop. Our task is to participate in these proceedings. + +(Please let me know who I left off the mailing list)." +"allen-p/sent_items/145.","Message-ID: <634023.1075858640616.JavaMail.evans@thyme> +Date: Fri, 13 Jul 2001 06:45:39 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com +Subject: FW: CA Instrate Gas matters +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Mike, + +I sent Leslie a note to include you and others on the desk on the distribution list. + + -----Original Message----- +From: Lawner, Leslie +Sent: Friday, July 13, 2001 6:21 AM +To: Allen, Phillip K.; Kingerski, Harry; Kaufman, Paul; Tycholiz, Barry; Miller, Stephanie; Ponce, Roger; Black, Don; Hewitt, Jess; Shireman, Kristann; Courtney, Mark; Elliott, Chris; Dasovich, Jeff; Becky McCabe; Fulton, Donna; Steffes, Darla; Stoness, Scott; Johnson, Tamara +Cc: Nicolay, Christi +Subject: CA Instrate Gas matters + +This is to quickly summarize our call on July 11 on California gas intrastate matters and set a direction for future activity. + +Unbundling: PG&E has a Gas Accord in effect through 12/31/03, which is generally positive. We will participate in the development of a successor plan, and attempt to improve it if we can. + SoCalGas attempted its own version of a gas accord, but the CPUC refused to approve. We will attempt to resurrect this accord and obtain CPUC approval. + +Hedging: No proceeding currently exists to address gas hedging by LDCs. (draft legislation does exist on the electric side to allow hedging and passthrough of costs). Jeff has recommended that we approach the LDCs to begin discussing the issue and developing a strategy to take to the CPUC. I suggest we develop an ENA-EES hedging proposal for CA and then take that to the LDCs. I will attempt to put this is writing. + +Infrastructure: CPUC has undertaken a proceeding to determine the need to improve infrastructure. SoCal Gas and PG&E are responding with proposals. We want to revitalize the infrastructure and ensure real markets exist and can develop. Our task is to participate in these proceedings. + +(Please let me know who I left off the mailing list)." +"allen-p/sent_items/146.","Message-ID: <19282752.1075858640638.JavaMail.evans@thyme> +Date: Fri, 13 Jul 2001 12:47:41 -0700 (PDT) +From: k..allen@enron.com +To: ramabile@execlead.com +Subject: RE: Analyst/Associate Program: 2 Minutes of Your Time +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'ramabile@execlead.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ramabile@execlead.com@ENRON [mailto:IMCEANOTES-ramabile+40execlead+2Ecom+40ENRON@ENRON.com] +Sent: Wednesday, July 11, 2001 9:29 AM +To: Allen, Phillip K. +Subject: Analyst/Associate Program: 2 Minutes of Your Time + + +In an effort to continually improve the overall quality of the +Analyst/Associate Programs, the Program Management would appreciate your +feedback on the current state of the programs. In order to insure +confidentiality, Executive Leadership Associates has been engaged to receive +your feedback and summarize it for the Program Management. + +Please reply to this email with your answers to the questions below no later +than Friday, July 20, 2001 to insure your views are included in the summary +of survey data. + +If you have any questions or technical difficulties regarding the survey, +either email me at ramabile@execlead.com or call: + +Dick Amabile at Executive Leadership Associates, (281) 361-3691. + +1. Please place an X to the right of the category that best describes your +role. Please check all that apply. +""Are you?"" +-A business unit supervisor/manager:X +-A PRC Representative: +-An HR Representative: + +2. Please put an X to the right of the item that best reflects your level of +overall agreement with this statement. + +""Overall, the Analyst/Associate Programs meet my business needs"": + +Strongly Agree --- +Agree ---X +Partly Agree/Partly Disagree --- +Disagree --- +Strongly Disagree --- + +3. If you could improve one thing related to the Analyst/Associate Program, +what would it be? (Please try to focus on the one key area with a concise +reply) +Type your response here: Customize rotations for the analyst or associates job desires and skills. +" +"allen-p/sent_items/147.","Message-ID: <16515849.1075858640659.JavaMail.evans@thyme> +Date: Mon, 16 Jul 2001 06:20:48 -0700 (PDT) +From: k..allen@enron.com +To: johnny.ross@enron.com +Subject: FW: American Express Letter +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ross, Johnny +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Please approve Ina Rangel for a corporate American Express. + +Phillip Allen + + + + + + + -----Original Message----- +From: Rangel, Ina +Sent: Friday, July 13, 2001 11:06 AM +To: Allen, Phillip K. +Subject: American Express Letter + +Phillip, + +Here is the following letter. I put the amount that we are currently spending on food per month. As of right now, we are having to borrow different peoples credit cards for lunches. A lot of restaurants do not open accounts on credit. They only take payment at time of order. + + + +Ina Rangel" +"allen-p/sent_items/148.","Message-ID: <19618808.1075858640681.JavaMail.evans@thyme> +Date: Mon, 16 Jul 2001 06:22:52 -0700 (PDT) +From: k..allen@enron.com +To: richard.toubia@truequote.com +Subject: RE: Party +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'richard.toubia@truequote.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Richard, + +I hope your party was a success. Sorry I could not attend. Stay in touch. + +Phillip + + -----Original Message----- +From: ""Richard Toubia"" @ENRON [mailto:IMCEANOTES-+22Richard+20Toubia+22+20+3Crichard+2Etoubia+40truequote+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, July 11, 2001 11:48 AM +To: pallen@enron.com +Subject: Party + +Phillip: + +Here is info about the party I am having. It's has been a long time I +haven't seen you, so try to come (I know you usually do not). Try to bring +Hunty and some other old timers. Don't worry about the fact that it is to +celebrate the ""Launching of True Quote and EOL link"", it was supposed to +take place on June 9th, but we got flooded out! I am inviting bunch of +friends and few colleagues and some of the EOL people I work with. + +My phone at work is 713 622 5243 + +Richard +>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> +You are cordially invited to a party at my house to celebrate True Quote's +true launch and the completed integration with EnronOnline. But these are +just excuses!. +We all had too many Mylanta moments and we need to drink it up. + +Time: Saturday JULY 14, 2001 at 8:00 PM +Place: 415 W 22 Street in the Heights (on 22nd Street between Shepherd and +Yale). +Phone: (713) 862-8268 +Dress Code: As long as you don't get arrested for Public Indecency +Parking: on 22nd Street and in a parking lot at corner of 22nd and Ashland +Light food and drinks. + +Map is enclosed for directions. + +Hope you can join us + + + + + + + - Picture << File: Picture >> " +"allen-p/sent_items/149.","Message-ID: <27461841.1075858640705.JavaMail.evans@thyme> +Date: Mon, 16 Jul 2001 06:44:37 -0700 (PDT) +From: k..allen@enron.com +To: s..shively@enron.com +Subject: FW: Party +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Shively, Hunter S. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Richard Toubia"" >@ENRON [mailto:IMCEANOTES-+22Richard+20Toubia+22+20+3Crichard+2Etoubia+40truequote+2Ecom+3E+40ENRON@ENRON.com] +Sent: Monday, July 16, 2001 6:43 AM +To: Allen, Phillip K. +Subject: RE: Party + +Would have loved to have you. We had lots of beer and great food. Let's go +for lunch or drinks, it is on Truequote, so bring couple of people if you +want, buyt keep it small so we can catch up. + +Take care + +-----Original Message----- +From: Allen, Phillip K. [mailto:Phillip.K.Allen@ENRON.com] +Sent: Monday, July 16, 2001 8:23 AM +To: Toubia, Richard +Subject: RE: Party + + +Richard, + +I hope your party was a success. Sorry I could not attend. Stay in +touch. + +Phillip + + -----Original Message----- + From: ""Richard Toubia"" +>@ENRON +[mailto:IMCEANOTES-+22Richard+20Toubia+22+20+3Crichard+2Etoubia+40truequ +ote+2Ecom+3E+40ENRON@ENRON.com ] + Sent: Wednesday, July 11, 2001 11:48 AM + To: pallen@enron.com + Subject: Party + + Phillip: + + Here is info about the party I am having. It's has been +a long time I + haven't seen you, so try to come (I know you usually do +not). Try to bring + Hunty and some other old timers. Don't worry about the +fact that it is to + celebrate the ""Launching of True Quote and EOL link"", it +was supposed to + take place on June 9th, but we got flooded out! I am +inviting bunch of + friends and few colleagues and some of the EOL people I +work with. + + My phone at work is 713 622 5243 + + Richard + >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> + You are cordially invited to a party at my house to +celebrate True Quote's + true launch and the completed integration with +EnronOnline. But these are + just excuses!. + We all had too many Mylanta moments and we need to drink +it up. + + Time: Saturday JULY 14, 2001 at 8:00 PM + Place: 415 W 22 Street in the Heights (on 22nd Street +between Shepherd and + Yale). + Phone: (713) 862-8268 + Dress Code: As long as you don't get arrested for Public +Indecency + Parking: on 22nd Street and in a parking lot at corner +of 22nd and Ashland + Light food and drinks. + + Map is enclosed for directions. + + Hope you can join us + + + + + + + - Picture << File: Picture >>" +"allen-p/sent_items/15.","Message-ID: <23723343.1075855376979.JavaMail.evans@thyme> +Date: Mon, 3 Dec 2001 12:26:02 -0800 (PST) +From: k..allen@enron.com +To: matt.smith@enron.com +Subject: FW: report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: Webb, Jay +Sent: Monday, December 03, 2001 12:11 PM +To: Allen, Phillip K. +Subject: report + + " +"allen-p/sent_items/150.","Message-ID: <9964710.1075858640727.JavaMail.evans@thyme> +Date: Mon, 16 Jul 2001 12:56:23 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ina, + +I will be on vacation July 31 - August 3. Please mark the calendar. + +Phillip" +"allen-p/sent_items/151.","Message-ID: <6721965.1075858640748.JavaMail.evans@thyme> +Date: Tue, 17 Jul 2001 05:36:39 -0700 (PDT) +From: k..allen@enron.com +To: jay.webb@enron.com +Subject: RE: simulation environment +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Webb, Jay +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jay, + +Can you set up one more simulated account with access to all products for the west desk. + +Thank you, +Phillip Allen + + -----Original Message----- +From: Webb, Jay +Sent: Monday, July 16, 2001 4:58 PM +To: Shively, Hunter S. +Cc: Allen, Phillip K. +Subject: simulation environment + + +Hunter, + +The simulation url is https://simweb0.eolsim.com + +Your accounts are: + access to all: simtrader1 + access to us gas only: simtrader3, simtrader4 + +Phillip's accounts are: + access to all: simtrader2 + access to us gas only: simtrader5, simtrader6 + +In each case, the password is the same as the username. + +Let me know if you have any questions. + +Thanks! + +--jay + " +"allen-p/sent_items/152.","Message-ID: <31857412.1075858640770.JavaMail.evans@thyme> +Date: Tue, 17 Jul 2001 07:47:41 -0700 (PDT) +From: k..allen@enron.com +To: jay.webb@enron.com +Subject: RE: simulation environment +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Webb, Jay +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jay, + +My message was confusing. I needed one more id that has access to all products. It is for the use of someone on the West Desk. I do not need an ID that can only trade the West region. If possible, please modify simtrader7. + +Thank you, +Phillip + + -----Original Message----- +From: Webb, Jay +Sent: Tuesday, July 17, 2001 7:06 AM +To: Allen, Phillip K. +Subject: RE: simulation environment + +Hi Phillip, + +simtrader7 has access to all US gas (physical and financial) and all West power. Gas access is not regionalized, so I can't give the account access to just West gas. Let me know if this isn't what you want. + +Thanks! + --jay + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, July 17, 2001 7:37 AM +To: Webb, Jay +Subject: RE: simulation environment + +Jay, + +Can you set up one more simulated account with access to all products for the west desk. + +Thank you, +Phillip Allen + + -----Original Message----- +From: Webb, Jay +Sent: Monday, July 16, 2001 4:58 PM +To: Shively, Hunter S. +Cc: Allen, Phillip K. +Subject: simulation environment + + +Hunter, + +The simulation url is https://simweb0.eolsim.com + +Your accounts are: + access to all: simtrader1 + access to us gas only: simtrader3, simtrader4 + +Phillip's accounts are: + access to all: simtrader2 + access to us gas only: simtrader5, simtrader6 + +In each case, the password is the same as the username. + +Let me know if you have any questions. + +Thanks! + +--jay + " +"allen-p/sent_items/153.","Message-ID: <33009104.1075858640792.JavaMail.evans@thyme> +Date: Tue, 17 Jul 2001 08:00:31 -0700 (PDT) +From: k..allen@enron.com +To: mr_bill@texas.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mr_bill@texas.net' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Bill, + +Have not received the forms yet. I will confirm receipt. + +Phillip" +"allen-p/sent_items/154.","Message-ID: <28600323.1075858640813.JavaMail.evans@thyme> +Date: Tue, 17 Jul 2001 13:27:40 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matt.smith@enron.com +Subject: FW: Western Strategy Session +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike , Holst, Keith , Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Heizenrader, Tim +Sent: Tuesday, July 17, 2001 12:28 PM +To: Lavorato, John; Allen, Phillip K.; Zufferli, John +Cc: Belden, Tim; Swerzbin, Mike; Richey, Cooper +Subject: Western Strategy Session + + +Charts for today's briefing are attached: + + + " +"allen-p/sent_items/155.","Message-ID: <18397312.1075858640835.JavaMail.evans@thyme> +Date: Tue, 17 Jul 2001 13:32:49 -0700 (PDT) +From: k..allen@enron.com +To: c..gossett@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Gossett, Jeffrey C. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +Are the books and VAR set up for simulated trading? We began doing trades on the user id's set up by jay webb. + +Phillip" +"allen-p/sent_items/156.","Message-ID: <33097772.1075858640857.JavaMail.evans@thyme> +Date: Tue, 17 Jul 2001 13:33:50 -0700 (PDT) +From: k..allen@enron.com +To: jay.webb@enron.com +Subject: RE: simulation environment +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Webb, Jay +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jay, + +Final request and I will leave you alone. Need one more gas only id. + +Phillip + + -----Original Message----- +From: Webb, Jay +Sent: Tuesday, July 17, 2001 11:00 AM +To: Allen, Phillip K. +Subject: RE: simulation environment + +Hi Phillip, + +simtrader7 now has the access you requested. + +thanks! + -jay + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, July 17, 2001 9:48 AM +To: Webb, Jay +Subject: RE: simulation environment + +Jay, + +My message was confusing. I needed one more id that has access to all products. It is for the use of someone on the West Desk. I do not need an ID that can only trade the West region. If possible, please modify simtrader7. + +Thank you, +Phillip + + -----Original Message----- +From: Webb, Jay +Sent: Tuesday, July 17, 2001 7:06 AM +To: Allen, Phillip K. +Subject: RE: simulation environment + +Hi Phillip, + +simtrader7 has access to all US gas (physical and financial) and all West power. Gas access is not regionalized, so I can't give the account access to just West gas. Let me know if this isn't what you want. + +Thanks! + --jay + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, July 17, 2001 7:37 AM +To: Webb, Jay +Subject: RE: simulation environment + +Jay, + +Can you set up one more simulated account with access to all products for the west desk. + +Thank you, +Phillip Allen + + -----Original Message----- +From: Webb, Jay +Sent: Monday, July 16, 2001 4:58 PM +To: Shively, Hunter S. +Cc: Allen, Phillip K. +Subject: simulation environment + + +Hunter, + +The simulation url is https://simweb0.eolsim.com + +Your accounts are: + access to all: simtrader1 + access to us gas only: simtrader3, simtrader4 + +Phillip's accounts are: + access to all: simtrader2 + access to us gas only: simtrader5, simtrader6 + +In each case, the password is the same as the username. + +Let me know if you have any questions. + +Thanks! + +--jay + " +"allen-p/sent_items/157.","Message-ID: <8883455.1075858640880.JavaMail.evans@thyme> +Date: Wed, 18 Jul 2001 06:41:13 -0700 (PDT) +From: k..allen@enron.com +To: m..tholt@enron.com, mike.grigsby@enron.com +Subject: FW: Complaint Against El Paso +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: Tholt, Jane M. , Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: =09Nicolay, Christi =20 +Sent:=09Wednesday, July 18, 2001 6:25 AM +To:=09Lawner, Leslie; Cantrell, Rebecca W.; Pharms, Melinda; Novosel, Sarah= +; Steffes, James; Allen, Phillip K. +Subject:=09Complaint Against El Paso + +FYI +---------------------- Forwarded by Christi L Nicolay/HOU/ECT on 07/18/2001= + 08:24 AM --------------------------- + + +""Jackie Gallagher"" > on 07= +/17/2001 10:57:30 AM +To:=09>, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, >, ""Erin Perrigo"" >, ""Illane lewis"" >, ""Jack Cashin"" >, ""Jodi Empol"" >, ""Ja= +ckie Gallagher"" >, ""Julie = +Simon"" >, ""Mark Bennett"" >, ""Michael Reddy"" >, >, >, >, >, >, = +>, >, >, >, >, >, >, >, >, >, = +>, > +cc:=09=20 + +Subject:=09Complaint Against El Paso + + +On Friday, July 13th, a shipper group filed a complaint against El Paso Nat= +ural Gas alleging that the pipeline has oversold capacity into California d= +ue in part to unlimited growth of demands by full requirements customers. = +The complainants request: + +(1) that all full requirements customers be converted to contract demand cu= +stomers at reasonable levels; + +(2) a mandatory expansion of the pipeline system to be used to meet El Paso= +'s existing firm transportation obligations; and + +(3) that FERC prohibit El Paso from collecting demand charges for firm serv= +ice it is unable to provide until such time as El Paso can show that it is = +capable of meeting its firm service obligations. + +A Technical Conference in El Paso's Order No. 637 proceeding (RP00-336) is = +scheduled for Wed., July 18, 2001 to discuss El Paso's systemwide capacity = +allocation issues, which will include topics addressed in the complaint.=20 +" +"allen-p/sent_items/158.","Message-ID: <20572629.1075858640961.JavaMail.evans@thyme> +Date: Wed, 18 Jul 2001 07:23:09 -0700 (PDT) +From: k..allen@enron.com +To: s..shively@enron.com +Subject: FW: Western Strategy Session +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Shively, Hunter S. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Hunter, + +Here is Portland's weekly fundamental presentation. It might give you some good ideas. How was ECON 5100? + +Phillip + + + -----Original Message----- +From: Heizenrader, Tim +Sent: Tuesday, July 17, 2001 12:28 PM +To: Lavorato, John; Allen, Phillip K.; Zufferli, John +Cc: Belden, Tim; Swerzbin, Mike; Richey, Cooper +Subject: Western Strategy Session + +Charts for today's briefing are attached: + + + " +"allen-p/sent_items/159.","Message-ID: <19311062.1075858640983.JavaMail.evans@thyme> +Date: Wed, 18 Jul 2001 08:20:41 -0700 (PDT) +From: k..allen@enron.com +To: mr_bill@texas.net +Subject: RE: Bishop's Corner, Forms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Bill Montez"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Bill, + +Here is the information outstanding from our conversation yesterday: + +1. Assessed value for the Leander land - $632,000 +2. Mortgage on residence - Cendant Mortgage, Loan # 2328912 +3. EIN for Bishops Corner, L.P. - 76 068 5666 +4. I will fax you statements from various accounts + +Let me know what else I can do to be ready to turn around the invitation letter. I am pulling together all the organizational documents for the partnership. + +Phillip" +"allen-p/sent_items/16.","Message-ID: <24465225.1075855377002.JavaMail.evans@thyme> +Date: Wed, 5 Dec 2001 06:02:16 -0800 (PST) +From: k..allen@enron.com +To: matt.smith@enron.com +Subject: FW: West Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: Dunton, Heather +Sent: Tuesday, December 04, 2001 3:12 PM +To: Belden, Tim; Allen, Phillip K. +Cc: Driscoll, Michael M. +Subject: West Position + + +Attached is the Delta position for 1/18, 1/31, 6/20, 7/16, 9/24 + + + + + +Let me know if you have any questions. + + +Heather" +"allen-p/sent_items/160.","Message-ID: <22554456.1075858641006.JavaMail.evans@thyme> +Date: Wed, 18 Jul 2001 10:28:29 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Jacques Craig (E-mail) +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Here is the payoff info for the unsecured note: + +Assuming the note is paid before the 7/20 payment is due: $36,523 + $7/day accrued interest since 6/20. For example, if paid on 7/18 the balance would be $36,719. + +If the Kuo's make the payment due on 7/20, then the payoff amount would be $36,304 + $7/day accrued interest after 7/20. + +The amortization schedule is attached. + + +Phillip " +"allen-p/sent_items/161.","Message-ID: <8336994.1075858641027.JavaMail.evans@thyme> +Date: Wed, 18 Jul 2001 10:39:54 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +I have been working with Bill Montez. I furnished a personal financial statement, EIN number, and we worked through a variety of forms. I am pulling together the partnership agreement and other organizational documents. Let me know what else I need to do. + +I received the final geotech report yesterday. Let me know what this means. It did not look good to me. Crazy amounts of fill and still nowhere near a PVR of 1"". + +Bobincheck got me all fired up about HUD being out of money yesterday. Darrell calmed me down somewhat, but should we go ahead and submit a package to Bank One just in case? + +Still need to look at the numbers once again. Email when ready. + +Talk to you soon. + +Phillip" +"allen-p/sent_items/162.","Message-ID: <30121167.1075858641049.JavaMail.evans@thyme> +Date: Wed, 18 Jul 2001 10:42:13 -0700 (PDT) +From: k..allen@enron.com +To: customerservice@apartmenttrends.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'customerservice@apartmenttrends.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I did not receive the 2nd quarter trend report by email. My email address is pallen70@hotmail.com. In the future, I would prefer a hard copy and the ability to download from the website. + +Thank you, + +Phillip Allen" +"allen-p/sent_items/163.","Message-ID: <10748925.1075858641071.JavaMail.evans@thyme> +Date: Thu, 19 Jul 2001 07:18:11 -0700 (PDT) +From: k..allen@enron.com +To: m..tholt@enron.com, matt.smith@enron.com, mike.grigsby@enron.com, + keith.holst@enron.com +Subject: FW: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Tholt, Jane M. , Smith, Matt , Grigsby, Mike , Holst, Keith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Alvarez, Ray +Sent: Wednesday, July 18, 2001 3:00 PM +To: Walton, Steve; Mara, Susan; Comnes, Alan; Lawner, Leslie; Cantrell, Rebecca W.; Fulton, Donna; Dasovich, Jeff; Nicolay, Christi; Steffes, James; jalexander@gibbs-bruns.com ; Allen, Phillip K.; Noske, Linda; Perrino, Dave; Black, Don; Frank, Robert; Miller, Stephanie; Tycholiz, Barry; Novosel, Sarah; Thome, Jennifer +Cc: Hawkins, Bernadette +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +PLEASE MARK YOUR CALENDAR +Date: Every Thursday +Time: 7:30 am Pacific, 9:30 am Central, and 10:30 am Eastern time + Number: 1-888-271-0949 + Host Code: 661877 (for Ray only) + Participant Code: 936022 (for everyone else) + +The table of the on-going FERC issues and proceedings is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for tomorrow: + +Update- request for rehearing of 6/19 Order +Claim for refunds made by PNW utilities +CAISO Order of Chief Judge Scheduling Settlement Conference,Docket ER01-2019-000 +Motion for Refunds of CA Parties and Pacific Gas and Electric +Consumers Union + +" +"allen-p/sent_items/164.","Message-ID: <122509.1075858641093.JavaMail.evans@thyme> +Date: Thu, 19 Jul 2001 11:07:05 -0700 (PDT) +From: k..allen@enron.com +To: mr_bill@texas.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mr_bill@texas.net' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The account numbers you needed are below: + +1. 1st Community Credit Union- 1109870 +2. 1st State Bank - 102255" +"allen-p/sent_items/165.","Message-ID: <12194977.1075858641114.JavaMail.evans@thyme> +Date: Fri, 20 Jul 2001 07:22:39 -0700 (PDT) +From: k..allen@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Slone, Jeanie +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeanie, + +Here is a letter about why Frank should be promoted. + + + " +"allen-p/sent_items/166.","Message-ID: <10511029.1075858641135.JavaMail.evans@thyme> +Date: Fri, 20 Jul 2001 13:37:51 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg here are my questions regarding the cedar park deal. + + " +"allen-p/sent_items/167.","Message-ID: <28347042.1075858641158.JavaMail.evans@thyme> +Date: Mon, 23 Jul 2001 08:03:31 -0700 (PDT) +From: k..allen@enron.com +To: ken.shulklapper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Shulklapper, Ken +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +10:30 (Dow Jones) The key to analyzing media stocks is....automobiles? Yes, it's true, suggest SG Cowen media analysts Ed Hatch, Peter Mirsky and Eric Handler, in this week's Media Money Manager. Automobile advertising is the largest category in domestic consumer media spending and accounts for about 17%, or $15 billion, the stock studiers say, using data from Competitive Media Reporting. By early fall, the analysts expect the car companies ""to ramp spending back up to support new model introductions and to regain market share from the imports."" Such an event, says the SG Cowen crew, could mark a significant catalyst for companies that depend heavily on TV advertising, like AOL Time Warner (AOL), Viacom (VIA, VIAB), News Corp. (NWS), and Disney (DIS). ( BS)" +"allen-p/sent_items/168.","Message-ID: <22917983.1075858641179.JavaMail.evans@thyme> +Date: Tue, 24 Jul 2001 05:26:02 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: FW: Action Requested: Past Due Invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: >@ENRON [mailto:IMCEANOTES-+3CiBuyit+2EPayables+40Enron+2Ecom+3E+40ENRON@ENRON.com] +Sent: Monday, July 23, 2001 10:10 PM +To: pallen@enron.com +Subject: Action Requested: Past Due Invoice + +Please do not reply to this e-mail. + +You are receiving this message because you have an unresolved invoice in your iBuyit Payables in-box +that is past due. Please login to iBuyit Payables and resolve this invoice as soon as possible. + +To launch iBuyit Payables, click on the link below: + +Note: Your iBuyit Payables User ID and Password are your eHRonline/SAP Personnel ID and Password. + +First time iBuyit Payables user? For training materials, click on the link below: + + +Need help? +Please contact the ISC Call Center at (713) 345-4727." +"allen-p/sent_items/169.","Message-ID: <11221309.1075858641201.JavaMail.evans@thyme> +Date: Tue, 24 Jul 2001 06:59:45 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matt.smith@enron.com +Subject: FW: Meet your New Analyst(s) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike , Holst, Keith , Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Davis, Karen +Sent: Monday, July 23, 2001 1:03 PM +Cc: Jones, Donna; Walt, John; Coleman, Jacqueline; Bland Jr., Ted C.; Friesenhahn, Shelly +Subject: Meet your New Analyst(s) + +Meet your Analyst(s) tomorrow, Tuesday 24th at 3:00 pm in the Energizer. + +In preparation for your Analyst(s) start date on Thursday, please pick them up at the Energizer and take them to your Business Unit for Introductions and overview of your area. If you can not meet with your Analyst(s), please send someone from your Business Unit in your place. Following introductions to your area, the Analyst(s) are free to leave for the day. + +If you have any questions/concerns, please contact John Walt ext. 3-5379 or Donna Jones ext. 3-3175." +"allen-p/sent_items/17.","Message-ID: <11031502.1075855377024.JavaMail.evans@thyme> +Date: Wed, 5 Dec 2001 06:40:38 -0800 (PST) +From: k..allen@enron.com +To: heather.dunton@enron.com +Subject: RE: West Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Dunton, Heather +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Heather, + +This is exactly what we need. Would it possible to add the prior day for each of the dates below to the pivot table. In order to validate the curve shift on the dates below we also need the prior days ending positions. + +Thank you, + +Phillip Allen + + -----Original Message----- +From: Dunton, Heather +Sent: Tuesday, December 04, 2001 3:12 PM +To: Belden, Tim; Allen, Phillip K. +Cc: Driscoll, Michael M. +Subject: West Position + + +Attached is the Delta position for 1/18, 1/31, 6/20, 7/16, 9/24 + + + + << File: west_delta_pos.xls >> + +Let me know if you have any questions. + + +Heather" +"allen-p/sent_items/170.","Message-ID: <20645478.1075858641224.JavaMail.evans@thyme> +Date: Tue, 24 Jul 2001 07:04:20 -0700 (PDT) +From: k..allen@enron.com +To: keith.holst@enron.com, matt.smith@enron.com +Subject: FW: El Paso Update 7/23/011 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Holst, Keith , Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Walsh, Kristin +Sent: Monday, July 23, 2001 1:03 PM +To: Allen, Phillip K.; Grigsby, Mike +Cc: Presto, Kevin M.; Tholan, Scott; Turner, Nancy +Subject: El Paso Update 7/23/011 + + +Sources at OPS indicate that once OPS completes its review of line 1110 and approves it to come back online, there is no formal process to grant El Paso permission to bring the entire system back to full capacity at 1.1 bcf/d. Therefore, once the inspection/repairs are completed by El Paso, the company will seek permission from OPS to resume to full service. OPS would probably grant them approval within a matter of days. The uncertainty still lies in the time it will take to interpret pigging data and for OPS to conduct its review." +"allen-p/sent_items/171.","Message-ID: <2178887.1075858641246.JavaMail.evans@thyme> +Date: Tue, 24 Jul 2001 07:58:49 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Keith and I were able to resolve our concerns about having the GP as a corporation. Several CPA's assured us that the tax treatment fears we had were not a significant risk. Therefore, we are ready to finalize the agreements. What is the next step? Do we just execute the copies we have? + +I haven't heard anything else on the stagecoach from Kevin Kolb. I keep leaving messages. + +Phillip" +"allen-p/sent_items/172.","Message-ID: <12681644.1075858641267.JavaMail.evans@thyme> +Date: Tue, 24 Jul 2001 08:01:33 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ina, + +Please mark me down for vacation on August 1 through August 3. + +Phillip" +"allen-p/sent_items/173.","Message-ID: <2647409.1075858641288.JavaMail.evans@thyme> +Date: Wed, 25 Jul 2001 13:44:08 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mike, + +Here is my first pass at midyear reviews. + + + +Let me know if you want me to draft something for Monique. I will make sure that Matt Smith and Jason Wolfe are reviewed appropriately. That just leaves Susan. + +Phillip" +"allen-p/sent_items/174.","Message-ID: <1832291.1075858641311.JavaMail.evans@thyme> +Date: Wed, 25 Jul 2001 13:48:16 -0700 (PDT) +From: k..allen@enron.com +To: m..tholt@enron.com, matt.smith@enron.com +Subject: FW: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Tholt, Jane M. , Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Alvarez, Ray [mailto:IMCEAEX-_O=ENRON_OU=NA_CN=RECIPIENTS_CN=NOTESADDR_CN=EBE4476B-2D94882A-86256A14-75FF3B@ENRON.com] +Sent: Wednesday, July 25, 2001 1:43 PM +To: Walton, Steve; Mara, Susan; Comnes, Alan; Lawner, Leslie; Cantrell, Rebecca W.; Fulton, Donna; Dasovich, Jeff; Nicolay, Christi; Steffes, James D.; jalexander@gibbs-bruns.com ; Allen, Phillip K.; Noske, Linda J.; Perrino, Dave; Black, Don; Frank, Robert; Miller, Stephanie; Tycholiz, Barry; Novosel, Sarah; Thome, Jennifer +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +PLEASE MARK YOUR CALENDAR +Date: Every Thursday +Time: 7:30 am Pacific, 9:30 am Central, and 10:30 am Eastern time + Number: 1-888-271-0949 + Host Code: 661877 (for Ray only) + Participant Code: 936022 (for everyone else) + +The table of the on-going FERC issues and proceedings is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for tomorrow: + +Refund order discussed at today's Commission meeting; CA refund issues; PacNW refund issues +NOPR on information and filing requirements discussed at today's Commission meeting +Answer to motions of CA parties +ISO tariff filing response +Upcoming meeting in Portland + +Please feel free to communicate any additional agenda items to the group. + + +" +"allen-p/sent_items/175.","Message-ID: <25913049.1075858641332.JavaMail.evans@thyme> +Date: Thu, 26 Jul 2001 05:22:59 -0700 (PDT) +From: k..allen@enron.com +To: gary.taylor@enron.com, barry.tycholiz@enron.com +Subject: RE: Questar +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Taylor, Gary , Tycholiz, Barry +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Call Barry Tycholiz + + -----Original Message----- +From: Taylor, Gary +Sent: Wednesday, July 25, 2001 3:54 PM +To: Allen, Phillip K. +Subject: Questar + +Phillip, + +I'm thinking of speaking with Questar about weather hedging - for both their distribution and transportation businesses. Is there someone on your desk I should speak with first? + +Thanks and regards, +Gary +x31511" +"allen-p/sent_items/176.","Message-ID: <17658099.1075858641354.JavaMail.evans@thyme> +Date: Thu, 26 Jul 2001 07:43:41 -0700 (PDT) +From: k..allen@enron.com +To: griff.gray@enron.com +Subject: FW: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Gray, Mary Griff +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Griff, + +Can you please accommodate this request? + +Phillip + + -----Original Message----- +From: Dexter Steis >@ENRON [mailto:IMCEANOTES-Dexter+20Steis+20+3Cdexter+40intelligencepress+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, July 25, 2001 4:24 PM +To: Allen, Phillip K. +Subject: Re: NGI access to eol + +Phillip, + +If its not to much trouble, could you have my guest username and password +reinstated. + +Thanks, +Dexter + +JOR46762 +WELCOME!" +"allen-p/sent_items/177.","Message-ID: <24283139.1075858641375.JavaMail.evans@thyme> +Date: Thu, 26 Jul 2001 11:56:27 -0700 (PDT) +From: k..allen@enron.com +To: dexter@intelligencepress.com +Subject: RE: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'Dexter Steis @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Dexter, + +Hopefully Griff Gray has sent you the information on your id and password by now. It should be good through January. Please email or call if any problems. + +Phillip + + -----Original Message----- +From: Dexter Steis @ENRON [mailto:IMCEANOTES-Dexter+20Steis+20+3Cdexter+40intelligencepress+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, July 25, 2001 6:24 PM +To: Allen, Phillip K. +Subject: Re: NGI access to eol + +Phillip, + +If its not to much trouble, could you have my guest username and password +reinstated. + +Thanks, +Dexter + +JOR46762 +WELCOME!" +"allen-p/sent_items/178.","Message-ID: <4173289.1075858641402.JavaMail.evans@thyme> +Date: Thu, 26 Jul 2001 12:04:16 -0700 (PDT) +From: k..allen@enron.com +To: m..tholt@enron.com, mike.grigsby@enron.com +Subject: FW: FERC Order on Reporting CA gas sales +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: Tholt, Jane M. , Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Janie, + +Do you want to work with regulatory to make sure we can comply? + + + -----Original Message----- +From: =09Alvarez, Ray =20 +Sent:=09Thursday, July 26, 2001 1:41 PM +To:=09Allen, Phillip K. +Subject:=09FERC Order on Reporting CA gas sales + +Phillip, thought this might be of interest. Ray + +---------------------- Forwarded by Ray Alvarez/NA/Enron on 07/26/2001 02:3= +7 PM --------------------------- + +=20 +Nancy Bagot +07/26/2001 09:51 AM +To:=09Julie.Armstrong@ENRON.com, Nancy.Bagot@ENRON.com, Martha.Benner@ENRON= +.com, Lynn.Blair@ENRON.com, Sharon.Brown@ENRON.com, Janet.Butler@ENRON.com,= + Deb.Cappiello@ENRON.com, Alma.Carrillo@ENRON.com, Janet.Cones@ENRON.com, B= +ill.Cordes@ENRON.com, Shelley.Corman@ENRON.com, Rick.Dietz@ENRON.com, Dari.= +Dornan@ENRON.com, John.Dushinske@ENRON.com, Drew.Fossum@ENRON.com, Ava.Garc= +ia@ENRON.com, John.Goodpasture@ENRON.com, Steven.Harris@ENRON.com, Joe.Hart= +soe@ENRON.com, Glen.Hass@ENRON.com, Rod.Hayslett@ENRON.com, Bambi.Heckerman= +@ENRON.com, Theresa.Hess@ENRON.com, Staci.Holtzman@ENRON.com, Stanley.Horto= +n@ENRON.com, Steve.Hotte@ENRON.com, Rita.Houser@ENRON.com, Steven.January@E= +NRON.com, Steven.J.Kean@ENRON.com, Robert.Kilmer@ENRON.com, Frazier.King@EN= +RON.com, Steve.Kirk@ENRON.com, Tim.Kissner@ENRON.com, Laura.Lantefield@ENRO= +N.com, Terry.Lehn@ENRON.com, Teb.Lokey@ENRON.com, Danny.McCarty@ENRON.com, = +Dorothy.McCoppin@ENRON.com, Mike.McGowan@ENRON.com, Kent.Miller@ENRON.com, = +MKMiller@ENRON.com, michael.p.moran@enron.com, Sheila.Nacey@ENRON.com, Ray.= +Neppl@ENRON.com, Dave.Neubauer@ENRON.com, Zelda.Paschal@ENRON.com, Maria.Pa= +vlou@ENRON.com, Keith.Petersen@ENRON.com, Janet.Place@ENRON.com, Tony.Pryor= +@ENRON.com, Lisa.Sawyer@ENRON.com, Donna.Scott@ENRON.com, Emily.Sellers@ENR= +ON.com, Sharon.Solon@ENRON.com, Cindy.Stark@ENRON.com, James.Studebaker@ENR= +ON.com, Gina.Taylor@ENRON.com, Stephen.Veatch@ENRON.com, Iris.Waser@ENRON.c= +om, Ricki.Winters@ENRON.com, rebecca.w.cantrell@enron.com, Eva Neufeld/Enro= +n@EnronXGate, Ruth Mann/Enron@EnronXGate, Gregory J. Porter/ENRON@enronXgat= +e, Sarah Novosel/Corp/Enron@ENRON, Ray Alvarez/NA/Enron@ENRON, Donna Fulton= +/Corp/Enron@ENRON, Karina Prizont/Enron@EnronXGate +cc:=09=20 + +Subject:=09FERC Order on Reporting CA gas sales + +Attached is the Commission's ""Order Imposing Reporting Requirement on Natur= +al Gas Sales to California Market,"" which was issued late yesterday. + +In the order, the Commission finds that if does have the authority to reque= +st the information as set out in the May 18 order proposing the requirement= +s. =20 + +The information is to cover August 1, 2001 through Sept. 30, 2002 (the end = +date coincides with the end of the Commission's mitigation plan re: wholesa= +l prices in California and the West). +Specific info gas sellers and LDCs file concernign purchase and sales trans= +actions is exempt from FOIA disclosure +Also, respondents may request privileged treatment of ""other portions of th= +eir responses subject to the.....Commission's regulations"" +Some of the questions have been modified based on comments received based o= +n comments received on the May 18th proposal +Transaction by transaction data is required; FERC will aggregate the inform= +ation +The information request will NOT be expanded beyond California +FERC is providing the reporting format as a data template to be available o= +n RIMS. + +The order is attached here, and the appendix listing specific questions is = +below. =20 + +=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= +=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= +=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D + + +APPENDIX + +Answers to all questions below that require a statement of volumes should s= +et forth the requested volumes on an MMBtu basis. + +For Interstate Natural Gas Pipelines: + +1.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide the following information for each contract for transportation= + to the California border: + +a.=09the transaction or contract identification number; +b.=09the terms and effective date of the contract; +c.=09contract demand by shipper; +d.=09the daily scheduled volume by shipper; +e.=09the daily nominated volume by shipper; +f.=09the daily delivered volume by shipper; +g.=09whether the service is firm or interruptible;=20 +h.=09the rate charged in $$/MMbtu; +i.=09primary receipt and delivery points associated with the contract; and, +j.=09whether the shipper is affiliated with the pipeline. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +2.=09For the period August 1, 2001 to January 31, 2002, please provide the = +following information for each capacity release transaction for transportat= +ion to the California border: + +a.=09the transaction or contract identification number, or offer number;=20 +(This number should tie to contract number reported in Question 1,a., above= +) +b.=09the name of the releasing shipper; +c.=09the name of the acquiring shipper; +d.=09the contract quantity; +e.=09the acquiring shipper's contract rate; and, +f.=09the releasing shipper's contract rate. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. +Docket No. RM01-9-000=09- 6 - + +3.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide the following system information: + +a.=09the maximum peak day design capacity; +b =09the daily maximum flowing capacity; +c =09the daily scheduled system volume; +d.=09the daily delivered system volume; +e.=09the daily scheduled volume at each California delivery point; +f.=09an explanation of each instance that the daily maximum flowing capacit= +y is below the maximum peak day design capacity; and, +g.=09an explanation of any daily variance in the maximum flowing capacity. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +4.=09On a daily basis for May 1999 and May 2000, please provide the followi= +ng system information: + +a.=09the maximum peak day design capacity; +b =09the daily maximum flowing capacity; +c =09the daily scheduled system volume; +d.=09the daily delivered system volume, and, +e.=09the daily scheduled volume at each California delivery point. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +For Sellers of Natural Gas to the California Market: + +1.=09State whether the seller is affiliated with an interstate or intrastat= +e natural gas pipeline company or local distribution company, and, if so, g= +ive the name and address the affiliated company. + +2.=09 On a daily basis for the period August 1, 2001 to January 31, 2002, p= +lease provide the following information for each contract in which you sold= + natural gas and the gas is physically delivered at points on the Californi= +a border or in California:=20 +a.=09the sales contract's identification number; +b.=09the term of the sales contract (beginning and ending dates); +c.=09the name of the buyer identifying whether the buyer is an energy marke= +ter, local distribution company, or end user;=20 +d.=09the volumes sold (on a MMBtu basis);=20 +e.=09the price paid by buyer, and +f.=09whether the price is fixed or indexed (identify the index). + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +3.=09For each sales contract, identify separately the transportation compon= +ent and the gas commodity component of the price. If the sales contract sp= +ecifies the transportation component of the price, the seller shall report = +that amount. If the sales contract only includes an overall price, then th= +e seller shall report the transportation cost it incurred in moving the gas= + from the point where it purchased the gas to the point where it sold the g= +as and how it determined that amount. If the sale was made at the same poi= +nt where the gas was purchased, and there is no transportation element in t= +he sale, the seller shall respond ""n.a."" + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +4.=09For the period August 1, 2001 to January 31, 2002, please provide the = +following information on a daily basis for each of your gas purchase contra= +cts associated with the sales contracts you identified in response to Quest= +ion 2: + +a.=09the purchase contract's identification number; +b.=09the pipeline upstream of the point of delivery; and the pipeline downs= +tream of the point of delivery; +c.=09the term of the purchase contract (beginning and ending dates);=20 +d.=09the daily volumes (on a MMBtu basis) purchased; +e.=09the price paid;=20 + f. whether the price is fixed or indexed (identify the i= +ndex), +g .=09identify the entity from whom the responder purchased the gas; and, +h.=09identify the point where responder took title to the gas.=20 + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +For Local Distribution Companies In California:=09 + +1.=09Provide your system's gas sales and transportation requirements, (i.e,= + contract demands and daily demands) by core, non-core, electric generation= +, and non-utility loads. Provide a break down of these demands by type of = +service (e.g., sales and transportation) and quality of service(firm/interr= +uptible).=20 + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +2.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide the following information for each contract the local distribu= +tion company has with a transportation customer: + +a.=09contract demand by shipper; +b.=09the daily scheduled volume by shipper; +c.=09the daily delivered volume by shipper; +d.=09whether the service is firm or interruptible;=20 +e.=09the rate charged; and, +f.=09receipt and delivery points associated with the contract. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +3.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide the following information for each contract the local distribu= +tion company has with a sales customer:=20 + +a.=09the contract demand by purchaser; +b.=09the term of the sales contract (beginning and ending dates);=20 +c.=09the volumes (on a MMBtu basis) sold; and, +d.=09the price paid by purchaser. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +4.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide the following information for each gas purchase contract:=20 + +a.=09the purchase contract's identification number; +b.=09the term of the purchase contract (beginning and ending dates);=20 +c.=09the volumes (on a MMBtu basis) bought; +d.=09the price paid;=20 +e.=09whether the price is fixed or indexed (identify the index); and, +f.=09identify the point where (name of local distribution company) took tit= +le to the gas.=20 + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +5.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide by interstate pipeline the type and quantity of transportation= + service your system has under contract. At each receipt point, provide ma= +ximum peak day design capacity, the daily maximum flowing capacity, the dai= +ly nominated capacity and the daily scheduled volumes of the local distribu= +tion system. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +6.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide on a system-wide basis your storage service rights i.e., capac= +ity and deliverability rights. Additionally, provide daily storage balance= +s, injections and withdrawls. + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +7.=09On a daily basis for the period August 1, 2001 to January 31, 2002, pl= +ease provide how much of your system's gas supply was from intrastate produ= +ction sources. Separately identify the sources, volumes, receipt points, a= +nd prices. Include the total system supply in your response. +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + +8.=09Provide a summary of your system's gas purchases in the following cate= +gories: + +a.=09daily spot purchases; +b.=09monthly; +c.=09short-term (more than 1 month and less than 1 year); +d.=09medium-term (1-3 years); and, +e.=09long-term ( more than 3 years). + +by month for each of the last three years in the following format: + +a.=09price; +b.=09volume; and, +c.=09identify, by name, where these purchases were made (producing basin or= + at the California border). + +Along with the hard copy response, please provide a CD-ROM containing the r= +esponse to this question. Please provide this information in Excel version= + 97 or 2000 or comma separated value (CSV) format. + + + + + + +" +"allen-p/sent_items/179.","Message-ID: <11716930.1075858641591.JavaMail.evans@thyme> +Date: Fri, 27 Jul 2001 08:49:25 -0700 (PDT) +From: k..allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Heizenrader, Tim +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +Is something wrong with the database? It appears that the iso load, hour ahead intertie data, and the northwest hydro info has not been updated since 7/25. Is this just a problem on our end? Let me know when you get a chance. + +Thanks, + +Phillip" +"allen-p/sent_items/18.","Message-ID: <18231318.1075855377046.JavaMail.evans@thyme> +Date: Wed, 5 Dec 2001 07:01:58 -0800 (PST) +From: k..allen@enron.com +To: casey.evans@enron.com +Subject: FW: Mid C New deals Sept 24 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Evans, Casey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: Postlethwaite, John +Sent: Tuesday, December 04, 2001 12:35 PM +To: Allen, Phillip K. +Cc: White, Stacey W. +Subject: Mid C New deals Sept 24 + +Phillip, here is the breakdown on new deals and option values for Sept 24. + +Options: + +Sold put with strike of 150 and volume of 30,800 +Sold put with strike of 220 and volume of 92,400 +Buy put with strike of 175 and volume of 61,600 +Buy put with strike of 125 and volume of 30,800 +Buy put with strike of 125 and volume of 30,800 +Buy put with strike of 125 and volume of 30,800 + +Total new deal value $(3,552,534) + +Value in exercising of deals (liquidations) $3,642,100 + +Net value to book = $89,566 + +The reason for the difference in new deal value for LT - NW between the new deal report and the DPR of approx $(2,290,630) was due to the fact that one of the swaps that was entered for the exercised options was incorrect. The correct value was determined by running a minibook and the difference was $(2,290,630) and so the new deal value was adjusted accordingly. + +John" +"allen-p/sent_items/180.","Message-ID: <29043503.1075858641613.JavaMail.evans@thyme> +Date: Fri, 27 Jul 2001 12:04:56 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'JacquesTC@aol.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I am glad we finally heard from Kevin Kolb. I would like to close the book on the stagecoach. + +I will be out of the office next Wednesday through Friday. I would like to execute the partnership documents on Monday or Tuesday, if possible. + +Sorry to hear about your wife's condition. She will be in our prayers. + +Phillip + -----Original Message----- +From: JacquesTC@aol.com@ENRON [mailto:IMCEANOTES-JacquesTC+40aol+2Ecom+40ENRON@ENRON.com] +Sent: Friday, July 27, 2001 11:16 AM +To: Allen, Phillip K. +Subject: Re: + +Phillip, + I received an email from Kevin Kolb with comments on the settlement +agreement that i had prepared and sent out quite a while ago. I will contact +him and try to reach agreement on all points. I will be at MD Anderson this +afternoon with my wife - she is starting chemo today - but I will check my +email tonight and tomorrow. If you have any questions or comments, just leave +a note and I will respond. Thanks. Jacques" +"allen-p/sent_items/181.","Message-ID: <17849126.1075858641635.JavaMail.evans@thyme> +Date: Mon, 30 Jul 2001 05:23:52 -0700 (PDT) +From: k..allen@enron.com +To: frank.ermis@enron.com +Subject: FW: Promotion Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ermis, Frank +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Yeverino, Norma +Sent: Friday, July 27, 2001 5:06 PM +To: Allen, Phillip K. +Subject: Promotion Approval + +This message is sent to you on behalf of Robert Jones, Human Resources. + +The following employee has been approved for promotion. + +Employee Current Job Title Promoted to +Frank Ermis Manager Director + +Next week we will work with you on any necessary salary actions. + +If you have any questions, please give me a call at 3-5810. + +Regards, + + +Robert Jones +VP, Human Resources +Enron Wholesales Services" +"allen-p/sent_items/182.","Message-ID: <13640054.1075858641656.JavaMail.evans@thyme> +Date: Mon, 30 Jul 2001 05:31:09 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'JacquesTC@aol.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +If your schedule permits, 4pm or later today would work for us. + +Phillip + + -----Original Message----- +From: JacquesTC@aol.com@ENRON [mailto:IMCEANOTES-JacquesTC+40aol+2Ecom+40ENRON@ENRON.com] +Sent: Saturday, July 28, 2001 9:20 AM +To: Allen, Phillip K. +Subject: Re: + +Phillip, + Thanks for the prayers. Call me Monday and we will set up a time to sign +up the docs. Take care. Jacques + " +"allen-p/sent_items/183.","Message-ID: <4520603.1075858641677.JavaMail.evans@thyme> +Date: Mon, 30 Jul 2001 06:58:49 -0700 (PDT) +From: k..allen@enron.com +To: ed.dannhaus@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Dannhaus, Ed +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ed, + +How does Ellie like the ranch? Is she adjusting OK? + +Phillip Allen" +"allen-p/sent_items/184.","Message-ID: <10547173.1075858641699.JavaMail.evans@thyme> +Date: Mon, 30 Jul 2001 07:06:17 -0700 (PDT) +From: k..allen@enron.com +To: pallen70@hotmail.com +Subject: Ellie's status +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'pallen70@hotmail.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Dannhaus, Ed +Sent: Monday, July 30, 2001 7:05 AM +To: Allen, Phillip K. +Subject: Re: + +She is fine and acts like she belongs there are plenty of new things for her to investigate. " +"allen-p/sent_items/185.","Message-ID: <31837111.1075858641721.JavaMail.evans@thyme> +Date: Mon, 30 Jul 2001 12:16:38 -0700 (PDT) +From: k..allen@enron.com +To: s..lim@enron.com +Subject: FW: Deal Fixed Price Report - In an Excel format +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lim, Francis S. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Bike, Anne +Sent: Monday, July 30, 2001 12:07 PM +To: Allen, Phillip K.; Grigsby, Mike; Krishnaswamy, Jayant; Lim, Francis S. +Cc: Lattupally, Krishna +Subject: Deal Fixed Price Report - In an Excel format + +Krishna: One of our clients has requested that we send the information contained in the Deal Fixed Price Report to them in an Excel Format. Our data will not be used in the monthly pricing survey, if we can not provide the information to them, today. + +Phillip Allen has made this my number one priority. Please let me know what can be done on a very short time frame. + +Thank you. + +Anne Bike +x-57735 + +I am running the report for the Flow date of August 1st, and the trade dates of July 25 through today. + + +" +"allen-p/sent_items/186.","Message-ID: <27357143.1075858641744.JavaMail.evans@thyme> +Date: Mon, 30 Jul 2001 12:21:00 -0700 (PDT) +From: k..allen@enron.com +To: s..lim@enron.com +Subject: FW: Enron' s August Baseload Physical Fixed Price Transactions as + of 07/27/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lim, Francis S. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Francis, + +Here are the files we need in excel. Thank you for your help. + +Phillip + + + + -----Original Message----- +From: Holst, Keith +Sent: Monday, July 30, 2001 12:20 PM +To: Allen, Phillip K. +Subject: FW: Enron' s August Baseload Physical Fixed Price Transactions as of 07/27/01 + + + + -----Original Message----- +From: Bike, Anne +Sent: Friday, July 27, 2001 10:16 PM +To: Allen, Phillip K.; Distribution Prices - L Kuch (E-mail); Ermis, Frank; GasDaily (E-mail); Gay, Randall L.; Grigsby, Mike; Holst, Keith; IFERC Liane Kucher (E-mail); kdoole - Publication Distribution (E-mail); Keavey, Peter F.; Kuykendall, Tori; Lenhart, Matthew; mhenergy - Publication Distribution (E-mail); Mike Grigsby @ Home (E-mail); NGW PUBLICATION (E-mail); Phillip Allen - Home (E-mail); Prices - Inteligence Press (E-mail); Reitmeyer, Jay; Sanchez, Monique; Scott, Susan M.; South, Steven P.; Tholt, Jane M. +Subject: Enron' s August Baseload Physical Fixed Price Transactions as of 07/27/01 + +I apologize for not sending yesterday's information. We were experiencing technical difficulties. Please let me know if you have any questions or comments. Thank you. + +Anne Bike + + + " +"allen-p/sent_items/187.","Message-ID: <28687693.1075858641766.JavaMail.evans@thyme> +Date: Mon, 30 Jul 2001 12:22:55 -0700 (PDT) +From: k..allen@enron.com +To: matt.smith@enron.com +Subject: FW: Enron' s August Baseload Physical Fixed Price Transactions as + of 07/27/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Holst, Keith +Sent: Monday, July 30, 2001 12:20 PM +To: Allen, Phillip K. +Subject: FW: Enron' s August Baseload Physical Fixed Price Transactions as of 07/27/01 + + + + -----Original Message----- +From: Bike, Anne +Sent: Friday, July 27, 2001 10:16 PM +To: Allen, Phillip K.; Distribution Prices - L Kuch (E-mail); Ermis, Frank; GasDaily (E-mail); Gay, Randall L.; Grigsby, Mike; Holst, Keith; IFERC Liane Kucher (E-mail); kdoole - Publication Distribution (E-mail); Keavey, Peter F.; Kuykendall, Tori; Lenhart, Matthew; mhenergy - Publication Distribution (E-mail); Mike Grigsby @ Home (E-mail); NGW PUBLICATION (E-mail); Phillip Allen - Home (E-mail); Prices - Inteligence Press (E-mail); Reitmeyer, Jay; Sanchez, Monique; Scott, Susan M.; South, Steven P.; Tholt, Jane M. +Subject: Enron' s August Baseload Physical Fixed Price Transactions as of 07/27/01 + +I apologize for not sending yesterday's information. We were experiencing technical difficulties. Please let me know if you have any questions or comments. Thank you. + +Anne Bike + + + " +"allen-p/sent_items/188.","Message-ID: <10435410.1075858641787.JavaMail.evans@thyme> +Date: Tue, 31 Jul 2001 11:47:41 -0700 (PDT) +From: k..allen@enron.com +To: jean.mrha@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Mrha, Jean +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jean, + +Congratulations on being team leader for the video. + +Here are some ideas: + +1. A long winded VP drones on and on asking questions about an analyst that is not in his/her group while the camera flashes to other bored VP's. It could start with sighs and rolling eyes then build to comical efforts to be put out of their misery. (gun to head or rope around neck) +2. Include some digs at John Lavorato's quirks like always pulling up his shirt sleeves. + +Just some ideas to get things started. Obviously, the gas market is slow today. + +Phillip" +"allen-p/sent_items/189.","Message-ID: <32476945.1075858641809.JavaMail.evans@thyme> +Date: Tue, 31 Jul 2001 12:02:07 -0700 (PDT) +From: k..allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lavorato, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +John, + +I am going to miss the meeting with Vladi about Z6 and weather hedges. I have been planning to be on vacation on August 1st -August 3rd and we are driving this afternoon before the kids get too cranky. + +I went over the analysis with Vladi. It still seems that the bias of the weather products towards an above normal winter and the averaging vs event nature of the weather options keep them from being an effective hedge for Z6. + +See you on Monday. + +Phillip" +"allen-p/sent_items/19.","Message-ID: <28253681.1075855377068.JavaMail.evans@thyme> +Date: Wed, 5 Dec 2001 10:56:44 -0800 (PST) +From: k..allen@enron.com +To: l..gay@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Gay, Randall L. , Holst, Keith , Lenhart, Matthew +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: Hayden, Frank +Sent: Wednesday, December 05, 2001 10:44 AM +To: Allen, Phillip K. +Subject: + + " +"allen-p/sent_items/190.","Message-ID: <10082130.1075858641831.JavaMail.evans@thyme> +Date: Mon, 6 Aug 2001 05:40:03 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: FW: Action Requested: Past Due Invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: >@ENRON [mailto:IMCEANOTES-+3CiBuyit+2EPayables+40Enron+2Ecom+3E+40ENRON@ENRON.com] +Sent: Sunday, August 05, 2001 10:10 PM +To: pallen@enron.com +Subject: Action Requested: Past Due Invoice + +Please do not reply to this e-mail. + +You are receiving this message because you have an unresolved invoice in your iBuyit Payables in-box +that is past due. Please login to iBuyit Payables and resolve this invoice as soon as possible. + +To launch iBuyit Payables, click on the link below: + +Note: Your iBuyit Payables User ID and Password are your eHRonline/SAP Personnel ID and Password. + +First time iBuyit Payables user? For training materials, click on the link below: + + +Need help? +Please contact the ISC Call Center at (713) 345-4727. + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you. +**********************************************************************" +"allen-p/sent_items/191.","Message-ID: <484479.1075858641852.JavaMail.evans@thyme> +Date: Mon, 6 Aug 2001 06:31:02 -0700 (PDT) +From: k..allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Heizenrader, Tim +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +Is there a website maintained by the Corp of Engineers or other source that reports real time hourly flows and generation from the major dams? +I remember one from several years ago but I can only find daily averages on the west power site. + +Phillip" +"allen-p/sent_items/192.","Message-ID: <22472052.1075858641875.JavaMail.evans@thyme> +Date: Mon, 6 Aug 2001 08:36:35 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: FW: Bishop's Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Bill Montez >@ENRON [mailto:IMCEANOTES-Bill+20Montez+20+3Cmr-bill1+40swbell+2Enet+3E+40ENRON@ENRON.com] +Sent: Friday, July 20, 2001 4:46 AM +To: Phillip Allen +Subject: Bishop's Corner + + +Phillip, + +Attached are the following completed forms we worked out together. Please review and, if acceptable, execute in blue ink. + +1. 92530 Previous Participation Cert. +2. 92417 Personal Financial Statement +3. 92013 Supplement Banking & Credit References +4. Verification of Deposits/loans(VOD) 3( Reflecting 2013supp info. +5. 935.2 Affirmative Fair Housing Marketing Plan. + +I have received fax copies of the following executed documents: + +1. Release of Banking and Credit Info. +2. Byrd Amendment Cert +3. 2010 Equal Opportunity Cert +4. Tax Credit Statement +Please send me the original blue ink excuted copes of these four documents. This should complete all the mortgage credit and FHEO documents. Other documents to be executed will include the following which will be forwarded to you when completed: +1. B181 Owner/Architect Agreement with HUD Amendment +2. Architect Certificate +3. Owner/Lender Identity of Interest Cert. +4. Other identity of Interest Cert. +5. 2328 Mortgagor's/Contractor Cost Breakdown +6. HUD-92013 Application for Multifamily Project +7. HUD-9839B Management Agent Certification +8. W-9 Request for Taxpayer ID #(owner, principals) + +I will endeavor to make this an easy process for you so you can work out the bigger issues with Greg regarding design, construction, marketing and management. +Please call me if you need anything or have any questions. + +Best Regards +Billmr_bill@texas.net mr-bill1@swbell.net (home office) +210.541.0444 + + + + - Blank Bkgrd.gif + - Hud2530.pdf + - 92417.pdf + - 2013Supplement.PDF + - VOD(AUTO).PDF + - VOD(Leander).PDF + - VOD(Paine).PDF + - 935.2(SA).PDF " +"allen-p/sent_items/193.","Message-ID: <32659372.1075858641896.JavaMail.evans@thyme> +Date: Mon, 6 Aug 2001 09:59:05 -0700 (PDT) +From: k..allen@enron.com +To: matt.smith@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +http://www.nwd-wc.usace.army.mil/report/projdata.htm" +"allen-p/sent_items/194.","Message-ID: <22682560.1075858641918.JavaMail.evans@thyme> +Date: Mon, 6 Aug 2001 10:10:41 -0700 (PDT) +From: k..allen@enron.com +To: ceci@gorge.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'ceci@gorge.net' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ceci, + +I received the list of properties you mailed. Thank you very much. I would like to stay updated on the market in Hood River and the surrounding areas in Washington as well. I would be interested in lots as well as homes. In case you don't still have it, my address is 8855 Merlin Ct, Houston, TX 77055. + +Thank you, + +Phillip Allen" +"allen-p/sent_items/195.","Message-ID: <13886771.1075858641939.JavaMail.evans@thyme> +Date: Mon, 6 Aug 2001 12:19:13 -0700 (PDT) +From: k..allen@enron.com +To: sneal@enron.com +Subject: Forbes.com story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'sneal@enron.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +http://www.forbes.com/global/2000/0612/0312072a.html" +"allen-p/sent_items/196.","Message-ID: <23895987.1075858641961.JavaMail.evans@thyme> +Date: Tue, 7 Aug 2001 08:26:40 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: FW: Utility Construction Escrow Agreement (Allen/AMHP) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Simpkins, Michelle"" >@ENRON [mailto:IMCEANOTES-+22Simpkins+2C+20Michelle+22+20+3CMSimpkins+40winstead+2Ecom+3E+40ENRON@ENRON.com] +Sent: Monday, August 06, 2001 12:10 PM +To: 'pallen@enron.com'; 'pallen70@hotmail.com' +Cc: 'michaelb@amhms.com'; 'adelag@amhms.com' +Subject: Utility Construction Escrow Agreement (Allen/AMHP) + + <> + +Phillip, + +Enclosed is the Utility Construction Escrow Agreement for your execution in +connection with the closing on the property located in Leander, Texas. +Please review the enclosed document and contact me at (512) 370-2836 or Mike +Bobinchuck with any questions or concerns. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + + + - Utility Construction Escrow AM (AMHPLeander).DOC " +"allen-p/sent_items/197.","Message-ID: <6864441.1075858641983.JavaMail.evans@thyme> +Date: Tue, 7 Aug 2001 09:26:34 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: FW: First Amendment to Contract (Allen/AMHP) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Simpkins, Michelle"" >@ENRON [mailto:IMCEANOTES-+22Simpkins+2C+20Michelle+22+20+3CMSimpkins+40winstead+2Ecom+3E+40ENRON@ENRON.com] +Sent: Thursday, August 02, 2001 7:15 AM +To: 'pallen@enron.com' +Cc: 'michaelb@amhms.com' +Subject: First Amendment to Contract (Allen/AMHP) + + <<3MMP07!.DOC>> + +Phillip, + +Enclosed is the First Amendment for your execution. I just found out that +you have been out of the office, so you may not have received the fax of the +Amendment which I sent to you earlier in the week. Please review the +enclosed document and contact me at (512) 370-2836 or Mike Bobinchuck with +any questions or concerns. If there are no questions, please sign the +Amendment and fax it me at (512) 370-2850. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + - 3MMP07!.DOC " +"allen-p/sent_items/198.","Message-ID: <10524037.1075858642008.JavaMail.evans@thyme> +Date: Tue, 7 Aug 2001 12:25:51 -0700 (PDT) +From: k..allen@enron.com +To: 40enron@enron.com +Subject: RE: Message from John and Louise - Enron Americas Management + Offsite +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: 'Mark Whitt/DEN/ECT@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Mark, + +The planned mountain bike activity is on Beaver Creek Mountain. Do you kno= +w what kind of trails are there? There is a break on Saturday after lunch.= + The trails at Vail sound great. Hunter and I would definitely be up for = +trying them out. Let's set it up. Let me know if you can book a side tri= +p or if you want me to try. + +Thanks, + +Phillip=20 + -----Original Message----- +From: =09Whitt, Mark On Behalf Of Mark Whitt/DEN/ECT@ENRON +Sent:=09Wednesday, August 01, 2001 7:37 AM +To:=09Allen, Phillip K. +Subject:=09Message from John and Louise - Enron Americas Management Offsite + +Do you know what they are planning for Mountain Biking? Hopefully it is no= +t just paved bike trails. If you and Hunter want to we can schedule a side= + trip if we get a break. The trails at Vail are the ones they use for the = +World Cup Championships. The downhill is awsome. Let me know. + +Mark +----- Forwarded by Mark Whitt/NA/Enron on 08/01/2001 08:31 AM ----- + + +=09Louise Kitchen/ENRON@enronXgate 07/30/2001 04:17 PM =09 To: Phillip K = +Allen/ENRON@enronXgate, John Arnold/ENRON@enronXgate, Harry Arora/ENRON@enr= +onXgate, Edward D Baughman/ENRON@enronXgate, Tim Belden/ENRON@enronXgate, D= +on Black/HOU/EES@EES, Craig Breslau/ENRON@enronXgate, Christopher F Calger/= +ENRON@enronXgate, Remi Collonges/SA/Enron@Enron, Wes Colwell/ENRON@enronXga= +te, Derek Davies/ENRON@enronXgate, Mark Dana Davis/HOU/ECT@ECT, Anthony Day= +ao/HOU/EES@EES, Joseph Deffner/ENRON@enronXgate, Paul Devries/ENRON@enronXg= +ate, W David Duran/ENRON@enronXgate, Ranabir Dutt/ENRON@enronXgate, David F= +orster/ENRON@enronXgate, Chris H Foster/ENRON@enronXgate, Orlando Gonzalez/= +SA/Enron@Enron, Mike Grigsby/ENRON@enronXgate, Mark E Haedicke/Enron@EnronX= +Gate, Rogers Herndon/ENRON@enronXgate, Scott Josey/ENRON@enronXgate, Allan = +Keel/ENRON@enronXgate, Joe Kishkill/SA/Enron@Enron, Kyle Kitagawa/ENRON@enr= +onXgate, Louise Kitchen/ENRON@enronXgate, Fred Lagrasta/ENRON@enronXgate, L= +aura Luce/ENRON@enronXgate, Thomas A Martin/ENRON@enronXgate, Michael McDon= +ald/SF/ECT@ECT, Ed McMichael/ENRON@enronXgate, Don Miller/ENRON@enronXgate,= + Rob Milnthorp/ENRON@enronXgate, Jean Mrha/ENRON@enronXgate, Scott Neal/ENR= +ON@enronXgate, David Parquet/SF/ECT@ECT, Kevin M Presto/ENRON@enronXgate, B= +rian Redmond/ENRON@enronXgate, Hunter S Shively/ENRON@enronXgate, Fletcher = +J Sturm/ENRON@enronXgate, Mike Swerzbin/ENRON@enronXgate, Jake Thomas/ENRON= +@enronXgate, C John Thompson/ENRON@enronXgate, Carl Tricoli/ENRON@enronXgat= +e, Barry Tycholiz/ENRON@enronXgate, Frank W Vickers/ENRON@enronXgate, Mark = +Whitt/NA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Greg Wolfe/ENRON@enronX= +gate, Andy Zipper/ENRON@enronXgate, John Zufferli/ENRON@enronXgate cc: Tam= +mie Schoppe/ENRON@enronXgate, Kimberly Hillis/ENRON@enronXgate, Dorie Hitch= +cock/ENRON@enronXgate Subject: Message from John and Louise - Enron Americ= +as Management Offsite=09 + + + +Please find attached details for the forthcoming Enron Americas Management = +Offsite. There are group actions which need to be completed before arriving= + in Beaver Creek.=20 +The Offsite will involve meetings, mountain biking and white water rafting = +(grade 3), so please bring appropriate clothing. For those who have not bee= +n rafting before appropriate clothing would be swimwear, sports shoes, hat,= + shorts and T-shirt. Life jackets will be provided. The accommodation will = +be in condominiums in Beaver Creek and room assignments are also attached b= +elow.=20 +Transportation=20 +The attached agenda outlines the transportation requirements for those depa= +rting from Houston. It is assumed that all members of the ESA team will als= +o travel to and from Houston with the Houston based employees. Dorie Hitchc= +ock will be contacting those of you separately who are not traveling to and= + from Houston.=20 +Video=20 +You each have been assigned to a group for the sole purpose of completing a= + video prior to attending the Offsite. The video filming should be complete= +d and on a VHS tape prior to departure for Beaver Creek. The purpose of thi= +s video is to provide a comic interlude to the proceedings. The videos will= + be seen prior to dinner on Friday night at Saddleridge. The video should b= +e about 5 minutes in length, on a VHS tape and there is a zero budget assi= +gned to the production of the video. Each team has been given a title which= + is open to interpretation (see attached spreadsheet). +Please find attached the following information:=20 +(i) Attendees and Teams for Video=20 +(ii) Draft Agenda=20 +Any questions or concerns should be addressed to Dorie Hitchcock (Ext 36978= +)=20 +We look forward to seeing you in Beaver Creek.=20 +John & Louise +=20 + << File: offsite1.xls >> << File: 01lavaugcolagenda1.xls >>" +"allen-p/sent_items/199.","Message-ID: <12091737.1075858642084.JavaMail.evans@thyme> +Date: Tue, 7 Aug 2001 12:26:49 -0700 (PDT) +From: k..allen@enron.com +To: ceci@gorge.net +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""ceci"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Ceci, + +I would like to stay current on listings under $225. As an alternative, I would be interested in finding a lot with city utilities to build a small home(<1500 sf). I am not in a hurry. I would just like to follow the market and hopefully find a great deal if I am patient. Thanks for your help. + +Phillip Allen + + + + + -----Original Message----- +From: ""ceci"" @ENRON [mailto:IMCEANOTES-+22ceci+22+20+3Cceci+40gorge+2Enet+3E+40ENRON@ENRON.com] +Sent: Monday, August 06, 2001 5:56 PM +To: Allen, Phillip K. +Subject: Re: + +Hello Allen + i remember you calling and asking for townhome info. but could you remind +me your perimeters for the homes you are wanting me to keep ;you updated on +? a apologize for loosing tract of what you are wanting +ceci + +----- Original Message ----- +From: ""Allen, Phillip K."" +To: +Sent: Monday, August 06, 2001 10:10 AM + + +Ceci, + +I received the list of properties you mailed. Thank you very much. I +would like to stay updated on the market in Hood River and the +surrounding areas in Washington as well. I would be interested in lots +as well as homes. In case you don't still have it, my address is 8855 +Merlin Ct, Houston, TX 77055. + +Thank you, + +Phillip Allen + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"allen-p/sent_items/2.","Message-ID: <11482862.1075855376699.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 09:18:13 -0800 (PST) +From: k..allen@enron.com +To: david.oxley@enron.com +Subject: RE: Answer +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Oxley, David +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +David, + +For clarity, wherever you cite Section 6.2 in your response I assume you mean Section 6.3. + +Your response does not address the key points upon which I based my interpretation of the plan. The beginning of Section 6.3 states ""Notwithstanding any other provision of the plan?"". This implies that Section 6.3 contains the complete rules for an accelerated distribution. I disagree with your translation of ""a single sum distribution"" as meaning all at once instead of a single amount. I would like to meet to discuss or appeal to Greg W. or John L. In addition, your response does not address Section 7.1. This appears to be the relevant section if the PSA is to be paid in shares. Additionally the Q & A section in the plan brochure (pg. 8) works through an example of adjusting the number of shares to retain a certain dollar value. This is the methodology described in Section 7.1. + +Tom Martin and Scott Neal share the above concerns. Please advise of a convenient time we can all meet to discuss further. + +Phillip + + -----Original Message----- +From: Oxley, David +Sent: Monday, November 26, 2001 8:31 AM +To: Allen, Phillip K. +Cc: Whalley, Greg; Joyce, Mary +Subject: Answer + +For purposes of an accelerated distribution from the PSA, a ""single sum distribution,"" in Section 6.2 means that a PSA account is distributed all at once, as distinguished from another form of payout as may have been selected by a participant in his or her deferral agreement. + +Section 6.2 is clear in that the account balance shall be determined as of the last day of the month preceding the date on which the Committee receives the written request of the Participant. A PSA account balance is reflected in shares of stock since the form of distribution is shares of stock. + +Additionally, any portion of a PSA balance attributable to deferral of restricted stock is administered under Sections 3.5 and 3.6 and Exhibit A of the Plan. This section is applicable now as we are accelerating the distribution of PSA balances created with deferrals of restricted stock. The Plan indicates that upon death, disability, retirement or termination, the share units are converted to shares which are issued to the executive according to the payment election made by the executive at the time of the deferral election. + + Therefore the distribution you will receive in shares is correct and we do not agree with your interpretation of the plan. +" +"allen-p/sent_items/20.","Message-ID: <30850343.1075855377090.JavaMail.evans@thyme> +Date: Fri, 7 Dec 2001 05:13:35 -0800 (PST) +From: k..allen@enron.com +To: heather.dunton@enron.com +Subject: RE: West Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Dunton, Heather +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Heather, + +Did you attach the file to this email? + + -----Original Message----- +From: Dunton, Heather +Sent: Wednesday, December 05, 2001 1:43 PM +To: Allen, Phillip K.; Belden, Tim +Subject: FW: West Position + +Attached is the Delta position for 1/16, 1/30, 6/19, 7/13, 9/21 + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Wednesday, December 05, 2001 6:41 AM +To: Dunton, Heather +Subject: RE: West Position + +Heather, + +This is exactly what we need. Would it possible to add the prior day for each of the dates below to the pivot table. In order to validate the curve shift on the dates below we also need the prior days ending positions. + +Thank you, + +Phillip Allen + + -----Original Message----- +From: Dunton, Heather +Sent: Tuesday, December 04, 2001 3:12 PM +To: Belden, Tim; Allen, Phillip K. +Cc: Driscoll, Michael M. +Subject: West Position + + +Attached is the Delta position for 1/18, 1/31, 6/20, 7/16, 9/24 + + + + << File: west_delta_pos.xls >> + +Let me know if you have any questions. + + +Heather" +"allen-p/sent_items/200.","Message-ID: <20187338.1075858642107.JavaMail.evans@thyme> +Date: Wed, 8 Aug 2001 12:38:33 -0700 (PDT) +From: k..allen@enron.com +To: msimpkins@winstead.com +Subject: RE: Utility Construction Escrow Agreement (Allen/AMHP) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Simpkins, Michelle"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Michelle, + +Please send the revised agreements when you get a chance. I spoke to Mike B. this afternoon and agreed to move the deadline to Friday, August 17, 2001. + +Phillip + + -----Original Message----- +From: ""Simpkins, Michelle"" @ENRON [mailto:IMCEANOTES-+22Simpkins+2C+20Michelle+22+20+3CMSimpkins+40winstead+2Ecom+3E+40ENRON@ENRON.com] +Sent: Monday, August 06, 2001 12:10 PM +To: 'pallen@enron.com'; 'pallen70@hotmail.com' +Cc: 'michaelb@amhms.com'; 'adelag@amhms.com' +Subject: Utility Construction Escrow Agreement (Allen/AMHP) + + <> + +Phillip, + +Enclosed is the Utility Construction Escrow Agreement for your execution in +connection with the closing on the property located in Leander, Texas. +Please review the enclosed document and contact me at (512) 370-2836 or Mike +Bobinchuck with any questions or concerns. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + + + - Utility Construction Escrow AM (AMHPLeander).DOC << File: Utility Construction Escrow AM (AMHPLeander).DOC >> " +"allen-p/sent_items/201.","Message-ID: <19730598.1075858642129.JavaMail.evans@thyme> +Date: Thu, 9 Aug 2001 05:30:58 -0700 (PDT) +From: k..allen@enron.com +To: matt.smith@enron.com, m..tholt@enron.com +Subject: FW: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Smith, Matt , Tholt, Jane M. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Comnes, Alan +Sent: Wednesday, August 08, 2001 1:34 PM +To: Alvarez, Ray; Walton, Steve; Mara, Susan; Lawner, Leslie; Cantrell, Rebecca W.; Fulton, Donna; Dasovich, Jeff; Nicolay, Christi L.; Steffes, James D.; jalexander@gibbs-bruns.com ; Allen, Phillip K.; Noske, Linda J.; Perrino, Dave; Black, Don; Frank, Robert; Miller, Stephanie; Tycholiz, Barry; Novosel, Sarah; Thome, Jennifer; Hall, Steve C. +Cc: Hawkins, Bernadette +Subject: RE: Western Wholesale Activities - Gas & Power Conf. Call Privileged & Confidential Communication Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Ray asked me to notice tomorrow's meeting as he is traveling today. + +Please let me know if there are other items to add to the agenda. + +PLEASE MARK YOUR CALENDAR +Date: Every Thursday +Time: 7:30 am Pacific, 9:30 am Central, and 10:30 am Eastern time + Number: 1-888-271-0949 + Host Code: 661877 (for Ray only) + Participant Code: 936022 (for everyone else) + +The table of the on-going FERC issues and proceedings is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for tomorrow: + +1. Comments on July 10 CAISO tariff filing due Thursday +2. Comments on the WSCC-wide price mitigation due August 18th + 3. CA refund proceeding update and upcoming FERC hearings + 4. PacNW refund proceeding update + 5. CEOB expedited rehearing request . Reply by IEP? +6. letter to CAISO re: whether DWR is a credit worthy counter party + 7. DSTAR update + + +" +"allen-p/sent_items/202.","Message-ID: <27265029.1075858642153.JavaMail.evans@thyme> +Date: Thu, 9 Aug 2001 05:34:08 -0700 (PDT) +From: k..allen@enron.com +To: 40enron@enron.com +Subject: RE: Message from John and Louise - Enron Americas Management + Offsite +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: 'Mark Whitt/DEN/ECT@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Vail sounds good. If we are only going downhill our legs shouldn't be too = +wiped out after the morning. We will be on rented bikes, but I'm sure we c= +an keep them for the day. + + -----Original Message----- +From: =09Whitt, Mark On Behalf Of Mark Whitt/DEN/ECT@ENRON +Sent:=09Wednesday, August 08, 2001 2:19 PM +To:=09Allen, Phillip K. +Subject:=09RE: Message from John and Louise - Enron Americas Management Off= +site + +I don't know much about the Beaver Creek trails although I am sure they are= + decent. Barry heard we will all being doing down hill only at Beaver Cree= +k, so we must be riding the chairlifts. Saturday afternoon at Vail sounds = +great. I can bring my truck and we can just drive over with the bikes. Th= +e trails are well marked and we can either ride up or do the chair lifts th= +ere. Depends on what you guys think you want to ride. We could do a coupl= +e of cross country trails and then hit the world cup downhill or we we coul= +d do all downhill there as well. I am open.=20 +Are you going to just rent a bike? + + + + +=09Phillip K Allen/ENRON@enronXgate 08/07/2001 01:25 PM =09 To: ""Mark Whi= +tt/DEN/ECT@ENRON"" @SMTP@= +enronXgate cc: Subject: RE: Message from John and Louise - Enron America= +s Management Offsite=09 + + + +Mark, + +The planned mountain bike activity is on Beaver Creek Mountain. Do you kno= +w what kind of trails are there? There is a break on Saturday after lunch.= + The trails at Vail sound great. Hunter and I would definitely be up for = +trying them out. Let's set it up. Let me know if you can book a side tri= +p or if you want me to try. + +Thanks, + +Phillip=20 + -----Original Message----- +From: =09Whitt, Mark On Behalf Of Mark Whitt/DEN/ECT@ENRON +Sent:=09Wednesday, August 01, 2001 7:37 AM +To:=09Allen, Phillip K. +Subject:=09Message from John and Louise - Enron Americas Management Offsite + +Do you know what they are planning for Mountain Biking? Hopefully it is no= +t just paved bike trails. If you and Hunter want to we can schedule a side= + trip if we get a break. The trails at Vail are the ones they use for the = +World Cup Championships. The downhill is awsome. Let me know. + +Mark +----- Forwarded by Mark Whitt/NA/Enron on 08/01/2001 08:31 AM ----- + + + +=09Louise Kitchen/ENRON@enronXgate 07/30/2001 04:17 PM=09 To: Phillip K A= +llen/ENRON@enronXgate, John Arnold/ENRON@enronXgate, Harry Arora/ENRON@enro= +nXgate, Edward D Baughman/ENRON@enronXgate, Tim Belden/ENRON@enronXgate, Do= +n Black/HOU/EES@EES, Craig Breslau/ENRON@enronXgate, Christopher F Calger/E= +NRON@enronXgate, Remi Collonges/SA/Enron@Enron, Wes Colwell/ENRON@enronXgat= +e, Derek Davies/ENRON@enronXgate, Mark Dana Davis/HOU/ECT@ECT, Anthony Daya= +o/HOU/EES@EES, Joseph Deffner/ENRON@enronXgate, Paul Devries/ENRON@enronXga= +te, W David Duran/ENRON@enronXgate, Ranabir Dutt/ENRON@enronXgate, David Fo= +rster/ENRON@enronXgate, Chris H Foster/ENRON@enronXgate, Orlando Gonzalez/S= +A/Enron@Enron, Mike Grigsby/ENRON@enronXgate, Mark E Haedicke/Enron@EnronXG= +ate, Rogers Herndon/ENRON@enronXgate, Scott Josey/ENRON@enronXgate, Allan K= +eel/ENRON@enronXgate, Joe Kishkill/SA/Enron@Enron, Kyle Kitagawa/ENRON@enro= +nXgate, Louise Kitchen/ENRON@enronXgate, Fred Lagrasta/ENRON@enronXgate, La= +ura Luce/ENRON@enronXgate, Thomas A Martin/ENRON@enronXgate, Michael McDona= +ld/SF/ECT@ECT, Ed McMichael/ENRON@enronXgate, Don Miller/ENRON@enronXgate, = +Rob Milnthorp/ENRON@enronXgate, Jean Mrha/ENRON@enronXgate, Scott Neal/ENRO= +N@enronXgate, David Parquet/SF/ECT@ECT, Kevin M Presto/ENRON@enronXgate, Br= +ian Redmond/ENRON@enronXgate, Hunter S Shively/ENRON@enronXgate, Fletcher J= + Sturm/ENRON@enronXgate, Mike Swerzbin/ENRON@enronXgate, Jake Thomas/ENRON@= +enronXgate, C John Thompson/ENRON@enronXgate, Carl Tricoli/ENRON@enronXgate= +, Barry Tycholiz/ENRON@enronXgate, Frank W Vickers/ENRON@enronXgate, Mark W= +hitt/NA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Greg Wolfe/ENRON@enronXg= +ate, Andy Zipper/ENRON@enronXgate, John Zufferli/ENRON@enronXgate cc: Tamm= +ie Schoppe/ENRON@enronXgate, Kimberly Hillis/ENRON@enronXgate, Dorie Hitchc= +ock/ENRON@enronXgate Subject: Message from John and Louise - Enron America= +s Management Offsite=09 + + + + +Please find attached details for the forthcoming Enron Americas Management = +Offsite. There are group actions which need to be completed before arriving= + in Beaver Creek.=20 +The Offsite will involve meetings, mountain biking and white water rafting = +(grade 3), so please bring appropriate clothing. For those who have not bee= +n rafting before appropriate clothing would be swimwear, sports shoes, hat,= + shorts and T-shirt. Life jackets will be provided. The accommodation will = +be in condominiums in Beaver Creek and room assignments are also attached b= +elow.=20 +Transportation=20 +The attached agenda outlines the transportation requirements for those depa= +rting from Houston. It is assumed that all members of the ESA team will als= +o travel to and from Houston with the Houston based employees. Dorie Hitchc= +ock will be contacting those of you separately who are not traveling to and= + from Houston.=20 +Video=20 +You each have been assigned to a group for the sole purpose of completing a= + video prior to attending the Offsite. The video filming should be complete= +d and on a VHS tape prior to departure for Beaver Creek. The purpose of thi= +s video is to provide a comic interlude to the proceedings. The videos will= + be seen prior to dinner on Friday night at Saddleridge. The video should b= +e about 5 minutes in length, on a VHS tape and there is a zero budget assi= +gned to the production of the video. Each team has been given a title which= + is open to interpretation (see attached spreadsheet). +Please find attached the following information:=20 +(i) Attendees and Teams for Video=20 +(ii) Draft Agenda=20 +Any questions or concerns should be addressed to Dorie Hitchcock (Ext 36978= +)=20 +We look forward to seeing you in Beaver Creek.=20 +John & Louise +=20 + << File: offsite1.xls >> << File: 01lavaugcolagenda1.xls >>=20 + +" +"allen-p/sent_items/203.","Message-ID: <24026840.1075858642246.JavaMail.evans@thyme> +Date: Thu, 9 Aug 2001 12:14:22 -0700 (PDT) +From: k..allen@enron.com +To: jean.mrha@enron.com +Subject: RE: Management Offsite Video Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Mrha, Jean +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jean, + +Dave Forster is out of town. Do you think we will be able to shoot, edit, and add music to the video using Dwight's camera? + +Phillip + + -----Original Message----- +From: Mrha, Jean +Sent: Thursday, August 09, 2001 12:12 PM +To: Oxley, David +Cc: Allen, Phillip K.; Keel, Allan; Lagrasta, Fred; Tricoli, Carl; Mrha, Jean; Miller, Don; Jones, Melissa; Collins, Angie +Subject: FW: Management Offsite Video Meetings +Importance: High + + +Okay gang... Oxley is game! + +David, Please attend the meetings below. Of course you will have to sign a non-compete, non-solicitation agreement for the ""PRC"" video. + +Regards, Mrha + -----Original Message----- +From: Jones, Melissa +Sent: Thursday, August 09, 2001 12:57 PM +To: Allen, Phillip K.; Keel, Allan; Lagrasta, Fred; Tricoli, Carl; Mrha, Jean; Miller, Don +Cc: Collins, Angie +Subject: Management Offsite Video Meetings +Importance: High + +Please plan to attend the above referenced meeting. Details as follows: + + Date: Friday, August 10th + Time: 3:00 - 5:00 PM + Location: EB 3567 + Subject: Management Offsite Pre-Filming Meeting + Invitees: Jean Mrha + Phillip Allen + Allan Keel + Fred Lagrasta + Carl Tricoli + Don Miller + + Date: Monday, August 13th + Time: 6:00 PM + Location: TBD + Subject: Management Offsite Filming Meeting + Invitees: Jean Mrha + Phillip Allen + Allan Keel + Fred Lagrasta + Carl Tricoli + Don Miller + +Dinner will be provided for the meeting on Monday at 6 pm. Jean is thinking of ordering pizza from Birra Poretti's. If anyone has any other recommendations please let me know. Notes from yesterday's meeting will be forwarded shortly. + +If you have any questions, please give me a call at x37960. + +Regards, +Melissa Jones +Enron North America +(713) 853-7960 +(713) 503-7537 - mobile" +"allen-p/sent_items/204.","Message-ID: <25066167.1075858642267.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 06:08:28 -0700 (PDT) +From: k..allen@enron.com +To: jean.mrha@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Mrha, Jean +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jean, + +Please have Melissa send down the CD or give me a call and I will come get it. + +Thanks, +Phillip" +"allen-p/sent_items/205.","Message-ID: <11189648.1075858642290.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 06:18:03 -0700 (PDT) +From: k..allen@enron.com +To: kirk.mcdaniel@enron.com, h..lewis@enron.com +Subject: RE: Basic Risk Management (BRM) Simulation Deal with Accenture +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McDaniel, Kirk , Lewis, Andrew H. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kirk, + +Andy Lewis, a director on the Central Desk, has agreed to participate as a content SME. I plan on being heavily involved in reviewing the content as well. + +Phillip + + -----Original Message----- +From: McDaniel, Kirk +Sent: Monday, August 13, 2001 3:19 PM +To: Allen, Phillip K.; Arnold, John; Quigley, Dutch +Cc: Kaminski, Vince J; Reese, Mark; O'rourke, Tim; Frolov, Yevgeny +Subject: Basic Risk Management (BRM) Simulation Deal with Accenture + +Phillip, John & Dutch +I want to personally thank you for supporting the BRM deal and I look forward to working with each of you to make this deal a success. I have provided the email below for your information. The current next steps are as follows: + +Yevgeny & I will meet with Vince Kaminski (tomorrow) to get his support as an Exec SME and get his nominee for content SME; +Phillip will provide his nominee for content SME (by tomorrow); +I will contact both Phillip's & Vince's content SME nominee (By Wednesday); and +All SME's will meet and have a demo provided by Accenture. (as soon as possible and feasible based on schedules) + +Thus the SME picture should look like this + +Exec SME's : Phillip, Vince, & John +Content SME: Dutch, Phillip's Nominee, Vince's Nominee, Mark Reese and a structuring nominee (Phillip can you provide me with your suggestions again, Thanks) + +If you have any questions contact me at your convenience. + +Again Thanks! + +Cheers +Kirk +713 345 3385 work +713 303 4292 cell +713 961 7604 home +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 08/13/2001 04:59 PM --------------------------- + + +donald.l.barnhart@accenture.com on 08/13/2001 04:35:34 PM +To: Kirk.mcdaniel@enron.com +cc: +Subject: Simulation + + +Kirk, here are two documents I have revised, assuming a start date for the +week of August 24 for actual content work/design, not just kick off. This +slips our delivery into the new year. Please review and let's talk about +them the next time we meet. I hope your meetings are going well. + + +List of deliverables and tentative and aggressive due dates, all to be +revised once we start. In addition, as we move through design, many of +these deliverables will become unit based to ease our tracking of progress, +but since we don't know how many topics/expert stories... that we are +building, it is difficult to create that tracking now. + +(See attached file: Deliverables Tracking 081301.xls) + + +Here is the revised list I mentioned as our SME goals each week, assuming a +start as stated above. +(See attached file: SME Meeting Schedule 081301.doc) + +I look forward to talking with you tomorrow. Give me a call and let me +know how things are going. + + +Donald L. Barnhart +Houston +837/1591 +713-837-1591 + - Deliverables Tracking 081301.xls << File: Deliverables Tracking 081301.xls >> + - SME Meeting Schedule 081301.doc << File: SME Meeting Schedule 081301.doc >> +" +"allen-p/sent_items/206.","Message-ID: <25388650.1075858642312.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 11:01:52 -0700 (PDT) +From: k..allen@enron.com +To: msimpkins@winstead.com +Subject: RE: Special Warranty Deed/First Amendment to Contract - Lakeline + Apts . +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Simpkins, Michelle"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Michelle, + +I have executed the Warranty Deed, First Amendment, and the Escrow Agreement. I am waiting for the agreement that replaces paragraph 7D in the original Escrow Agreement. Once you email me that document, I will execute it and overnight all 4 documents to you. + +Phillip + -----Original Message----- +From: ""Simpkins, Michelle"" @ENRON [mailto:IMCEANOTES-+22Simpkins+2C+20Michelle+22+20+3CMSimpkins+40winstead+2Ecom+3E+40ENRON@ENRON.com] +Sent: Tuesday, August 14, 2001 7:01 AM +To: 'pallen@enron.com'; 'pallen70@hotmail.com' +Cc: 'michaelb@amhms.com'; 'adelag@amhms.com' +Subject: Special Warranty Deed/First Amendment to Contract - Lakeline Apts . + +Phillip, + +I spoke to Wendy this morning who mentioned that you would be signing both +the Special Warranty Deed and the First Amendment and FedExing both +documents to me. Enclosed please find the Deed and the First Amendment. +Please compare the enclosed Deed with the version of the Deed in your +possession. I don't think anything has changed, but I want to make sure +that the version of the Deed you sign is the latest version. Also enclosed +is the First Amendment. The only change to this document from the version I +e-mailed to you a few days ago is the insertion of ""June 29, 2001"" as the +date the Title Company acknowledged receipt of AMHP's $25,000 Extension Fee. + +Please sign both documents and FedEx them to me at the address described +below. If you have any questions or concerns, please contact me at (512) +370-2836 or Mike Bobinchuck at (512) 703-5000. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + + + + + + - Special Warranty Deed (AllenAgape).DOC << File: Special Warranty Deed (AllenAgape).DOC >> + - First Amendment to Contract (AMHPLeander).DOC << File: First Amendment to Contract (AMHPLeander).DOC >> " +"allen-p/sent_items/207.","Message-ID: <28889739.1075858642334.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 13:01:07 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +Here is the story with Bobinchuck's bonds. They are being placed privately with a fund of investors. The interest is 7.7% with no credit enhancement. I guess Agape is the 501-c-3 nonprofit. That's why he has flexibility with the timing. + +Philip" +"allen-p/sent_items/208.","Message-ID: <17217811.1075858642355.JavaMail.evans@thyme> +Date: Tue, 14 Aug 2001 14:43:26 -0700 (PDT) +From: k..allen@enron.com +To: tec@editingco.com +Subject: +Cc: pallen70@hotmail.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: pallen70@hotmail.com +X-From: Allen, Phillip K. +X-To: 'tec@editingco.com' +X-cc: 'pallen70@hotmail.com' +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Richard, + +Here is the power point presentation. Also, the web address below contains the music we want to use. + + + + + + + + + +If you right click on a song and choose Save Target As you can save the songs to a file. + +I will see you tomorrow morning at 8 AM. You can reach me at 713-853-7041(w) or 713-463-8626(h) + +Phillip Allen" +"allen-p/sent_items/209.","Message-ID: <6332770.1075858642377.JavaMail.evans@thyme> +Date: Wed, 15 Aug 2001 07:26:01 -0700 (PDT) +From: k..allen@enron.com +To: rickm@wt.net +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'rickm@wt.net' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, August 14, 2001 2:43 PM +To: 'tec@editingco.com' +Cc: 'pallen70@hotmail.com' +Subject: + +Richard, + +Here is the power point presentation. Also, the web address below contains the music we want to use. + + + + + + + + + +If you right click on a song and choose Save Target As you can save the songs to a file. + +I will see you tomorrow morning at 8 AM. You can reach me at 713-853-7041(w) or 713-463-8626(h) + +Phillip Allen" +"allen-p/sent_items/21.","Message-ID: <18647535.1075855377111.JavaMail.evans@thyme> +Date: Fri, 7 Dec 2001 10:07:02 -0800 (PST) +From: k..allen@enron.com +Subject: RE: Attention Body Shop Members -- UPDATE on Body Shop Closure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'Wellness@ENRON' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Why is the body shop being closed? Why can't it continued to be operated on a reduced staff with out exercise classes? + + -----Original Message----- +From: General Announcement/Corp/Enron@ENRON On Behalf Of Wellness@ENRON +Sent: Friday, December 07, 2001 10:55 AM +To: Enron Houston@ENRON +Subject: Attention Body Shop Members -- UPDATE on Body Shop Closure + +The decision to close the Body Shop came after the December 15 payroll run, so you will incur a deduction on your December 15 paycheck. However, Payroll will refund those charges on your December 31 paycheck. + +As a reminder the Body Shop will be open from 8:00 a.m. - 5:00 p.m. today through Friday, December 14, to allow members to retrieve personal items from lockers. + +Thank you. " +"allen-p/sent_items/210.","Message-ID: <219215.1075858642398.JavaMail.evans@thyme> +Date: Wed, 15 Aug 2001 10:28:34 -0700 (PDT) +From: k..allen@enron.com +To: jeanie.slone@enron.com +Subject: RE: Please read-PRC followup +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Slone, Jeanie +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeanie, + +Can you send me a list of performance review that I have not completed? + +Thanks, +Phillip + + -----Original Message----- +From: Slone, Jeanie +Sent: Tuesday, August 14, 2001 3:41 PM +To: McMichael Jr., Ed; Tycholiz, Barry; Thompson, C. John; Allen, Phillip K.; Vickers, Frank W.; Arnold, John; Lagrasta, Fred; Shively, Hunter S.; Mrha, Jean; Luce, Laura; Josey, Scott; Martin, Thomas A. +Subject: Please read-PRC followup + +As a reminder: + + Signed reviews for each of your direct reports are due to me tomorrow. + +Your stats are listed below and we still have quite a bit of work to do. As a group, I have only receive 15% of the reviews to be completed. + +You will continue to recieve emails from me until you reach 100%. + +If you had an employee who was ranked in the 3 for non-exempt(clerks,asst) or a 5 for exempt(analyst and above), you are required to submit a review and a performance improvement plan to me for legal review prior to your discussions with the employee. + +If you have any questions or need any assistance, please give me X53847 or Sarah Zarkowsky(an assoc in my group) X53791a call. + +Thanks for your cooperation as we finish up the mid-year process. + + +NAME % COMPLETE +Albert McMichael Jr. 10% +Barry L. Tycholiz 0% +Brian Redmond 100% +C. John Thompson 0% +Frank W. Vickers 0% +Fred D. Lagrasta 50% +Hunter Shiveley 0% +Jean M. Mrha 8% +John D. Arnold 0% +Julie Gomez 100% +Laura Luce 0% +Michael D. Grigsby 100% +Phillip K. Allen 78% +Scott D. Josey 0% +Scott M. Neal 0% +Thomas Martin 33% +" +"allen-p/sent_items/211.","Message-ID: <26923397.1075858642420.JavaMail.evans@thyme> +Date: Wed, 15 Aug 2001 11:20:49 -0700 (PDT) +From: k..allen@enron.com +To: rickm@wt.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'rickm@wt.net' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Rick, + +Here is the table to insert during Oxley's introduction. Maybe you could flash to this screen while he speaks. If you can read my notes, the second Oxley intro has a better audio reference to the skewed distribution. That might be useful. + + +Can you send me an email confirming receipt. + +Phillip" +"allen-p/sent_items/212.","Message-ID: <20032513.1075858642442.JavaMail.evans@thyme> +Date: Thu, 16 Aug 2001 08:22:39 -0700 (PDT) +From: k..allen@enron.com +To: erik.simpson@enron.com, ina.rangel@enron.com +Subject: RE: jobs on the gas desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Simpson, Erik , Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Erik, + +All of the desk heads are leaving for an offsite this afternoon through this weekend. Monday would be better. I would like to schedule meetings for you with several people on the gas floor. I will have Ina Rangel arrange this for Monday afternoon. + +Phillip + + -----Original Message----- +From: Simpson, Erik +Sent: Thursday, August 16, 2001 7:42 AM +To: Allen, Phillip K. +Subject: jobs on the gas desk + +Phillip, + +I wanted to try to set up an appointment with you regarding any opportunities on the gas desk. + +I have worked for Jean Mrha, Greg Woulfe and Jim Fallon managing the advertising trading in EBS and formerly on the Coal desk for Dan Reck and George McClellan. + +How does your schedule look this afternoon or Friday? + +Thanks for your time, + +Erik Simpson +3-0600" +"allen-p/sent_items/213.","Message-ID: <1279136.1075858642464.JavaMail.evans@thyme> +Date: Mon, 20 Aug 2001 06:57:13 -0700 (PDT) +From: k..allen@enron.com +To: kirk.mcdaniel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McDaniel, Kirk +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kirk, + +Berney's last name is spelled AUCOIN. His number is ext. 34784. Ed McMichael's number is ext. 37657. + +Andy Lewis will be the subject matter expert along with myself. + +Phillip" +"allen-p/sent_items/214.","Message-ID: <23607534.1075858642485.JavaMail.evans@thyme> +Date: Mon, 20 Aug 2001 07:39:05 -0700 (PDT) +From: k..allen@enron.com +To: chris.gaskill@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Gaskill, Chris +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Chris, + +Can you use your connections to request access to the East Power website for the following: + +Hunter Shively +Mike Grigsby +Scott Neal +John Arnold +Tom Martin +Phillip Allen +Jim Schwieger + +Thanks, + +Phillip" +"allen-p/sent_items/215.","Message-ID: <24223306.1075858642506.JavaMail.evans@thyme> +Date: Mon, 20 Aug 2001 15:23:35 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +This spreadsheet is an attempt to outline supply & demand in San Marcos by unit. Next, I want to look at the numbers by bedroom. Let's compare numbers. + +Here is a list of questions: + +1. Unit mixes of all proposed projects. +2. Completion date of Blazer Development (220), Capstone (270), Melrose (202), Bonner-Carr. (186) +3. Is the Capstone 270 units or 270 beds? + + + +This spreadsheet illustrates that supply will exceed demand in 2002 but demand will catch up in 2003-2005. San Marcos will have over 6,000 units. If the 350 excess units in 2002 were distributed over the entire population that would push occupancy down by 5%. That would not be a disaster. + +Tomorrow, I would like to refine this spreadsheet and try to support some of the population and job growth assumptions with more current data. + +Let me know what you think. + +Phillip" +"allen-p/sent_items/216.","Message-ID: <5181726.1075858642529.JavaMail.evans@thyme> +Date: Tue, 21 Aug 2001 05:35:45 -0700 (PDT) +From: k..allen@enron.com +To: w..cantrell@enron.com +Subject: RE: Please Reply by Wednesday, 8/22 -- Draft Rehearing Request -- + FERC Reporting Requirements for California Sales +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Cantrell, Rebecca W. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please add Mike Grigsby to the distribution list. + + + -----Original Message----- +From: Cantrell, Rebecca W. +Sent: Monday, August 20, 2001 9:45 AM +To: Comnes, Alan; Tycholiz, Barry; Nicolay, Christi L.; Perrino, Dave; Black, Don; Fulton, Donna; Steffes, James D.; Dasovich, Jeff; Thome, Jennifer; Kaufman, Paul; Allen, Phillip K.; Alvarez, Ray; Frank, Robert; Miller, Stephanie; Walton, Steve; Mara, Susan; McMichael Jr., Ed; Tholt, Jane M.; Hewitt, Jess; Sullivan, Patti; Gay, Randall L.; Superty, Robert; Ponce, Roger; Calcagno, Suzanne; Kuykendall, Tori; South, Steven P.; Shireman, Kristann; Smith, George F.; Ermis, Frank; Sanders, Richard B.; Sharp, Greg; Gahn, Scott; Courtney, Mark; Lindberg, Susan; Ruffer, Mary Lynne; Pittenger, Cathy; Greif, Donna; Shapiro, Richard +Cc: Lawner, Leslie; Pharms, Melinda +Subject: Please Reply by Wednesday, 8/22 -- Draft Rehearing Request -- FERC Reporting Requirements for California Sales + +Attached is a draft of our rehearing request on the order FERC issued in RM01-9 requiring sellers of gas into California to file information on their sales, transport, and purchases. The rehearing request restates our arguments in response to the NOPR that (1) permanent, formal reporting requirements are not appropriate to address a temporary problem and are beyond the scope of the Commission's powers under the Natural Gas Act and (2) the commission significantly underestimated the burden of the reporting requirements as well as the responding parties' ability to comply. We also request that the reports, if they must be submitted, be due 45 days after the end of the month instead of the required 30 days. +Please provide any comments or suggestions you may have on this draft to either myself (713-853-5840) or Leslie (505-623-6778) by COB Wednesday (8/22). + << File: RM01-9 Rehearing Drft1.doc >> + +Thanks." +"allen-p/sent_items/217.","Message-ID: <15518145.1075858642550.JavaMail.evans@thyme> +Date: Tue, 21 Aug 2001 13:24:41 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Hope all is fine with your wife. + +I would like to get the Stagecoach release finalized. Kevin Kolb is waiting for our comments on the latest draft he faxed you. +If it looks ok to you let's sign it and move on. + +Phillip" +"allen-p/sent_items/218.","Message-ID: <28420258.1075858642572.JavaMail.evans@thyme> +Date: Wed, 22 Aug 2001 12:28:47 -0700 (PDT) +From: k..allen@enron.com +To: chad.landry@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Landry, Chad +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I have been riding my bike to work a couple of times each week and lifting with Matt. I thought you came in later. + + -----Original Message----- +From: Landry, Chad +Sent: Wednesday, August 22, 2001 11:22 AM +To: Allen, Phillip K. +Subject: + +are you still working out in the mornings? i cannot find anyone to lift in the mornings. let me know if you have been hitting it solo and could use a good spotter. i finally got a bike rack put on my car. gonna try and hit memorial this weekend. have you been lately? + +ckl" +"allen-p/sent_items/219.","Message-ID: <11945837.1075858642593.JavaMail.evans@thyme> +Date: Thu, 23 Aug 2001 13:23:32 -0700 (PDT) +From: k..allen@enron.com +To: b..sanders@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Sanders, Richard B. , 'kevin.wellenius@frontiereconomics.com, gfergus@brobeck.com,' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Here is the file of historical midmarkets for Sumas and Malin. Call me if you have any questions. + +Phillip Allen +713-853-7041 + + -----Original Message----- +From: Bhatia, Randy +Sent: Thursday, August 23, 2001 1:13 PM +To: Allen, Phillip K. +Subject: + +sumas / malin info: + + + +-randy" +"allen-p/sent_items/22.","Message-ID: <10726010.1075855377133.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 10:28:46 -0800 (PST) +From: k..allen@enron.com +To: c..gossett@enron.com +Subject: FW: Curve Shift File +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Gossett, Jeffrey C. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + +Jeff, + +JP Morgan is comparing a file of calculated daily curve shift to actual P&L. Gas P&L for 2001 was 1.2 Billion but the theoretical curve shift was -13 million. This is from a file assembled by David Port which is attached. The biggest difference is 9/14 ($500 million). This is probably money coming out of reserves. Besides that day there are many smaller differences. Can you help me by pulling the P&L packets from some of the larger days? The answer might be that the file from RAC is bogus. + +Phillip + + + -----Original Message----- +From: Port, David +Sent: Monday, December 10, 2001 11:28 AM +To: Allen, Phillip K. +Subject: Curve Shift File + + " +"allen-p/sent_items/220.","Message-ID: <17518259.1075858642615.JavaMail.evans@thyme> +Date: Thu, 23 Aug 2001 13:53:43 -0700 (PDT) +From: k..allen@enron.com +To: kevin.wellenius@frontiereconomics.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'kevin.wellenius@frontiereconomics.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, August 23, 2001 1:24 PM +To: Sanders, Richard B.; 'kevin.wellenius@frontiereconomics.com, gfergus@brobeck.com,' +Subject: FW: + + +Here is the file of historical midmarkets for Sumas and Malin. Call me if you have any questions. + +Phillip Allen +713-853-7041 + + -----Original Message----- +From: Bhatia, Randy +Sent: Thursday, August 23, 2001 1:13 PM +To: Allen, Phillip K. +Subject: + +sumas / malin info: + + << File: Phillip-malin&sumas info.xls >> + +-randy" +"allen-p/sent_items/221.","Message-ID: <22809063.1075858642638.JavaMail.evans@thyme> +Date: Fri, 24 Aug 2001 09:05:23 -0700 (PDT) +From: k..allen@enron.com +To: tori.kuykendall@enron.com, l..gay@enron.com, patti.sullivan@enron.com +Subject: FW: El Paso 1110 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Kuykendall, Tori , Gay, Randall L. , Sullivan, Patti +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Turner, Nancy +Sent: Friday, August 24, 2001 8:15 AM +To: Allen, Phillip K.; Grigsby, Mike; Gaskill, Chris; Presto, Kevin M. +Cc: Walsh, Kristin; Tholan, Scott; Whitman, Britt; Holman, Kelly +Subject: El Paso 1110 + +Good morning. My name is Nancy Turner, and I have recently joined Kristin Walsh's competitive analysis group where I follow gas industry issues. + +As you may recall, earlier this summer we informed you that El Paso's line 1110 had been brought down for repair, pigging and OPS review. Our sources at El Paso and OPS have indicated to us this week that line 1110 is expected to come back online on September 1st. We understand that the throughput on the entire system at that time should be at least 920 Mmcf/d (same as before it went offline). However, there is a strong possibility that OPS may grant the system permission to return to it's full capacity at 1.1 Bcf/d on September 1st. + +We are trying to obtain more information on the capacity issue and hope to have this confirmed early next week. We will keep you posted, but if you have any questions, please feel free to contact me at X 51623 or Kristin at X 39510. + +Nancy Turner +Enron Americas - Houston, TX +Phone: (713) 345-1623 +Fax: (713) 345-7297 +nancy.turner@enron.com " +"allen-p/sent_items/222.","Message-ID: <26105557.1075858642659.JavaMail.evans@thyme> +Date: Mon, 27 Aug 2001 07:20:52 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: RE: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'Greg Thorse @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +Please call or email with an update on Bank One and permitting process. + +Phillip + + -----Original Message----- +From: Greg Thorse @ENRON [mailto:IMCEANOTES-Greg+20Thorse+20+3Cgthorse+40keyad+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, August 22, 2001 4:59 PM +To: Allen, Phillip K. +Subject: Bishops Corner + +Phillip; + +I see that you talked to Andrew this afternoon so that you have an understanding of where we are on that front. + +I am still analyzing the demand/supply numbers we talked about. I am going to be working in Austin in the morning and San Marcos in the afternoon. + +I have a number of things to verify before I feel I can finish the supply/demand question accurately. I also need to follow up on the permits and see where they are in process, I need to check on Tas review and a number of other items. + +Talk to you soon. + +Greg T." +"allen-p/sent_items/223.","Message-ID: <31908807.1075858642682.JavaMail.evans@thyme> +Date: Mon, 27 Aug 2001 14:12:29 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: FW: Enron Center Garage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Hamilton, Deshonda On Behalf Of Parking & Transportation, +Sent: Monday, August 27, 2001 7:30 AM +To: Allen, Phillip K.; Angelos, Megan; Apollo, Beth; Aucoin, Berney C. ; Baker, Donna; Bass, Eric; Becton, Pam; Blaylock Jr., Samuel; Bleshman, Wilma; Burchfield, Richard; Burns, Jennifer; Camarillo, Juan; Campos, Anthony; Celedon, Adriana; Cheng, John; Cichosz, Stuart; Daugherty, Shari; Davis, Tammie; Cathy De La Torre/Enron@EnronXGate ; Determeyer, Peggy; Dutton, Cassandra S.; Dziadek, Keith; Elledge, Susan; Eller, Erik; Eubank, Marshall; Frenzel, Delores Y.; Harmon, Kenneth M.; Hearn III, Ed B.; Heinrich, Brian; Henderson, Tosha; Herndon, Rogers; Hodge, Jeffrey T. +Subject: Enron Center Garage + +The Enron Center Garage has opened. + +Employees who work for business units that are scheduled to move to the new building and are currently parking in an Enron Contract garage you are being offered a parking space in the new Enron Center garage. + +This is the only offer you will receive during the initial migration to the new garage. Spaces will be filled on a first come first served basis. The cost for the new garage will be the same as Allen Center garage which is currently $165.00 per month, less the company subsidy, leaving a monthly employee cost of $94.00. + +If you choose not to accept this offer at this time, you may add your name to the Enron Center garage waiting list at a later day and offers will be made as spaces become available. + +The Sky Ring that connects the garage and both buildings will not be opened until summer 2001. All initial parkers will have to use the street level entrance to Enron Center North until Sky Ring access is available. Garage stairways next to the elevator lobbies at each floor may be used as an exit in the event of elevator trouble. + +If you are interested in accepting this offer, please reply via email to Parking and Transportation as soon as you reach a decision. Following your email, arrangements will be made for you to turn in your old parking card and receive a parking transponder along with a an information packet for the new garage. + +The Parking and Transportation desk may be reached via email at Parking and Transportation/Corp/Enron or 713-853-7060 with any questions. +" +"allen-p/sent_items/224.","Message-ID: <24398566.1075858642704.JavaMail.evans@thyme> +Date: Wed, 29 Aug 2001 08:31:49 -0700 (PDT) +From: k..allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'pallen70@hotmail.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Aplusmath.com Creates flashcards and worksheets for +-*/ " +"allen-p/sent_items/225.","Message-ID: <31555406.1075858642725.JavaMail.evans@thyme> +Date: Wed, 29 Aug 2001 08:53:38 -0700 (PDT) +From: k..allen@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Slone, Jeanie +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeanie, + +If an employee voluntarily terminates, how long do they have to exercise their options. Hypothetically, of course. + +Phillip" +"allen-p/sent_items/226.","Message-ID: <23926097.1075858642748.JavaMail.evans@thyme> +Date: Wed, 29 Aug 2001 09:33:54 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Any word on the release agreement? Have you sent all the comments back to Kevin Kolb? I can't tell if they are the hold-up or if we are. +I am going to be in San Marcos next Friday. It would be good if we could have things signed by then so we can exchange funds. +Please email with status update. + +Phillip" +"allen-p/sent_items/227.","Message-ID: <9610933.1075858642769.JavaMail.evans@thyme> +Date: Wed, 29 Aug 2001 09:42:09 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Have you heard anything from Bank One today?" +"allen-p/sent_items/228.","Message-ID: <33470840.1075858642791.JavaMail.evans@thyme> +Date: Thu, 30 Aug 2001 11:56:58 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com +Subject: FW: Nine Energy Services +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Bradford, William S. +Sent: Thursday, August 30, 2001 8:38 AM +To: Vanek, Darren; Smith, Matt +Cc: Rohauer, Tanya; Williams, Jason R (Credit); Allen, Phillip K. +Subject: RE: Nine Energy Services + +Matt, + +Please stop doing trades without approval. Please advise why this is so difficult for you. + +Thanks, +Bill + + + -----Original Message----- +From: Vanek, Darren +Sent: Wednesday, August 29, 2001 7:01 PM +To: Smith, Matt +Cc: Bradford, William S.; Rohauer, Tanya; Williams, Jason R (Credit) +Subject: Nine Energy Services + +Matt, +As we discussed several times previously, including earlier this week, Nine Energy Services LLC is a CREDIT WATCH COUNTERPARTY and a WMBE (Women and Minority owned Business Enterprises), which means that ALL trades need to be approved by Credit and documented with a Resale Agreement. Every time we transact, ENA's Confirmation Group needs to know from whom to expect payment, i.e. San Diego Gas & Electric. The nature of the transaction exposes ENA to secondary risk with the ultimate counterparty. On another note, some transactions COULD be declined by Credit due to direct exposure/risk that the ENA has with the Counterparty, outside of any WMBE Transactions. + +Sitara Deal Number 1014433 was another violation of Corporate Credit Policy. In the future, please contact Credit before transacting with any Credit Watch Counterparty. + + +-Darren Vanek +" +"allen-p/sent_items/229.","Message-ID: <4366428.1075858642813.JavaMail.evans@thyme> +Date: Fri, 31 Aug 2001 06:42:41 -0700 (PDT) +From: k..allen@enron.com +To: michaelb@amhms.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Mike Bobinchuck (E-mail) +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mike, + +How did the school board meeting go last night? + +Phillip" +"allen-p/sent_items/23.","Message-ID: <17657206.1075855377156.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 10:43:18 -0800 (PST) +From: k..allen@enron.com +To: frank.hayden@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Hayden, Frank +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jeff Gosset is going to pull the P&L packet from the days with the biggest discrepancy and we will go from there. + + -----Original Message----- +From: Hayden, Frank +Sent: Monday, December 10, 2001 12:34 PM +To: Allen, Phillip K. +Cc: Port, David +Subject: + +How are we handling the Steven Allen? +" +"allen-p/sent_items/230.","Message-ID: <3028402.1075858642834.JavaMail.evans@thyme> +Date: Tue, 4 Sep 2001 07:06:50 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +I got your voice mail about the school board. That is good news. Let me know when the closing is rescheduled. + +Thanks, + +Phillip" +"allen-p/sent_items/231.","Message-ID: <29845868.1075858642856.JavaMail.evans@thyme> +Date: Tue, 4 Sep 2001 07:13:46 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +I got your voice mail about the school board approval. That's good news. Let me know when the closing is rescheduled. + +Phillip" +"allen-p/sent_items/232.","Message-ID: <14305256.1075858642878.JavaMail.evans@thyme> +Date: Tue, 4 Sep 2001 07:48:23 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +According to Jacques, the release is with the Kuo's attorney, Kevin Kolb. I just spoke to Kevin. The Kuo's have been away on vacation. He is going to try and get things finalized this week. It sounds like they want to sign and exchange money in person. This Saturday afternoon in Seguin will probably be the most convenient time. I will let you know when I hear more from Kevin Kolb. + +Phillip + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Tuesday, September 04, 2001 7:35 AM +To: Allen, Phillip K. +Subject: RE: + +Any word from Jaques on the Seguin deal? + +> -----Original Message----- +> From: Allen, Phillip K. [mailto:Phillip.K.Allen@enron.com] +> Sent: Tuesday, September 04, 2001 9:14 AM +> To: jsmith@austintx.com +> Subject: +> +> +> Jeff, +> +> I got your voice mail about the school board approval. That's good +> news. Let me know when the closing is rescheduled. +> +> Phillip +> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant +> affiliate and may contain confidential and privileged material +> for the sole use of the intended recipient (s). Any review, use, +> distribution or disclosure by others is strictly prohibited. If +> you are not the intended recipient (or authorized to receive for +> the recipient), please contact the sender or reply to Enron Corp. +> at enron.messaging.administration@enron.com and delete all copies +> of the message. This e-mail (and any attachments hereto) are not +> intended to be an offer (or an acceptance) and do not create or +> evidence a binding and enforceable contract between Enron Corp. +> (or any of its affiliates) and the intended recipient or any +> other party, and may not be relied on by anyone as the basis of a +> contract by estoppel or otherwise. Thank you. +> ********************************************************************** +> " +"allen-p/sent_items/233.","Message-ID: <10938726.1075858642900.JavaMail.evans@thyme> +Date: Tue, 4 Sep 2001 08:22:05 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ina, + +Gracie finally sent the CPE credit information. Thanks for staying on top of it. + +Is there somewhere online that I can find my YTD wages and taxes withheld. I know it was on the pay stub from last week, but I threw that one away before I realized I needed the info. If I can't find it online, can you get payroll to print out another check stub from 8/31. I need to do some income tax calculations. + +Thanks, + +Phillip" +"allen-p/sent_items/234.","Message-ID: <2444756.1075858642921.JavaMail.evans@thyme> +Date: Wed, 5 Sep 2001 07:21:03 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +According to Kevin Kolb, he has a meeting with the Kuo's today to give a final blessing to the release. He doesn't foresee any issues. If they are ok with the document, they want to sign and exchange checks in person. I will be in San Marcos this weekend. Saturday at 3 PM in Seguin would work well for me. He is proposing that time to the Kuo's. How does your schedule look? It would be nice to finally put this behind us. + +Any word on a closing date for Leander? + +Phillip" +"allen-p/sent_items/235.","Message-ID: <18391969.1075858642943.JavaMail.evans@thyme> +Date: Thu, 6 Sep 2001 10:20:54 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +They cannot meet on Saturday. I will probably meet them in Columbus on Monday or Tuesday. I will let you know when. + +Phillip + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Thursday, September 06, 2001 9:26 AM +To: Allen, Phillip K. +Subject: RE: + + +Phillip, + +I am leaving tomorrow morning. Have you worked out a time to meet the +Kuo's? I can overnight you my check to present to them on Sat. if they have +signed the release. + +Let me know what you want to do. + +Thanks. + +Jeff" +"allen-p/sent_items/236.","Message-ID: <10399219.1075858642966.JavaMail.evans@thyme> +Date: Thu, 6 Sep 2001 12:33:15 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +That should be ok. I will give you a call on Tuesday morning. A + +Still no word on the Leander closing? + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Thursday, September 06, 2001 12:27 PM +To: Allen, Phillip K. +Subject: RE: + +I will not return until Monday night. See if they can wait until Tuesday or +Wednesday. + +Thanks. + +Jeff + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Thursday, September 06, 2001 12:21 PM +> To: jsmith@austintx.com +> Subject: RE: +> +> +> They cannot meet on Saturday. I will probably meet them in Columbus on +> Monday or Tuesday. I will let you know when. +> +> Phillip +> +> -----Original Message----- +> From: ""Jeff Smith"" @ENRON +> +> [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom +> +3E+40ENRON@ENRON.com] +> +> +> Sent: Thursday, September 06, 2001 9:26 AM +> To: Allen, Phillip K. +> Subject: RE: +> +> +> Phillip, +> +> I am leaving tomorrow morning. Have you worked out a time +> to meet the +> Kuo's? I can overnight you my check to present to them on Sat. if +> they have +> signed the release. +> +> Let me know what you want to do. +> +> Thanks. +> +> Jeff +> +> +> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant +> affiliate and may contain confidential and privileged material +> for the sole use of the intended recipient (s). Any review, use, +> distribution or disclosure by others is strictly prohibited. If +> you are not the intended recipient (or authorized to receive for +> the recipient), please contact the sender or reply to Enron Corp. +> at enron.messaging.administration@enron.com and delete all copies +> of the message. This e-mail (and any attachments hereto) are not +> intended to be an offer (or an acceptance) and do not create or +> evidence a binding and enforceable contract between Enron Corp. +> (or any of its affiliates) and the intended recipient or any +> other party, and may not be relied on by anyone as the basis of a +> contract by estoppel or otherwise. Thank you. +> ********************************************************************** +>" +"allen-p/sent_items/237.","Message-ID: <28199836.1075858642990.JavaMail.evans@thyme> +Date: Thu, 6 Sep 2001 13:10:59 -0700 (PDT) +From: k..allen@enron.com +To: jacqestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacqestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +I sent you a fax of Kevin Kolb's comments on the release. The payoff on the note would be $36,248 ($36090(principal) + $158 (accrued interest)). +This is assuming we wrap this up on Tuesday. + +Please email to confirm that their changes are ok so I can set up a meeting on Tuesday to reach closure. + +Phillip" +"allen-p/sent_items/238.","Message-ID: <31857334.1075858643013.JavaMail.evans@thyme> +Date: Thu, 6 Sep 2001 13:24:10 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, September 06, 2001 1:11 PM +To: 'jacqestc@aol.com' +Subject: + +Jacques, + +I sent you a fax of Kevin Kolb's comments on the release. The payoff on the note would be $36,248 ($36090(principal) + $158 (accrued interest)). +This is assuming we wrap this up on Tuesday. + +Please email to confirm that their changes are ok so I can set up a meeting on Tuesday to reach closure. + +Phillip" +"allen-p/sent_items/239.","Message-ID: <31700522.1075858643034.JavaMail.evans@thyme> +Date: Fri, 7 Sep 2001 10:28:39 -0700 (PDT) +From: k..allen@enron.com +To: mac05@flash.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mac05@flash.net' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mac, + +The IRS address for estimated payments is: PO Box 970001; St. Louis, MO 63197-0001 + +Keith + +PS: Please confirm receipt of this message." +"allen-p/sent_items/24.","Message-ID: <9273175.1075855377177.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 14:12:22 -0800 (PST) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: FW: Wildflower, Rayburn, Emilie apts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: ""JEFF SMITH"" >@ENRON +Sent: Friday, December 07, 2001 2:07 PM +To: Allen, Phillip K. +Subject: FW: Wildflower, Rayburn, Emilie apts + +Three more deals in San Antonio. + + - emilie onsale.doc + - rayburn onsale.doc + - wildflower onsale.doc " +"allen-p/sent_items/240.","Message-ID: <13406933.1075858643056.JavaMail.evans@thyme> +Date: Fri, 7 Sep 2001 12:00:36 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: RE: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'JacquesTC@aol.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Once you make the changes to the release, please fax a copy to Kevin Kolb. I am going to try and meet Pauline Kuo on Tuesday or Wednesday to wrap things up. In addition to the release, I will need the guarantee and a release of lien for the smaller note. I will speak to you on Monday. Hope things are going well with your wife. + +Phillip + + -----Original Message----- +From: JacquesTC@aol.com@ENRON [mailto:IMCEANOTES-JacquesTC+40aol+2Ecom+40ENRON@ENRON.com] +Sent: Thursday, September 06, 2001 3:33 PM +To: Allen, Phillip K. +Subject: Re: FW: + +Phillip, + Thanks for the info. The changes are alright. I will make the +revisions and call you. I am at MD Anderson tomorrow morning, so it will +probably be late tomorrow or over the weekend. We will coordinate Monday +morning so I can get you everything you need for the closing. Thanks. Jacques" +"allen-p/sent_items/241.","Message-ID: <12313206.1075858643078.JavaMail.evans@thyme> +Date: Fri, 7 Sep 2001 12:56:33 -0700 (PDT) +From: k..allen@enron.com +To: tim.belden@enron.com +Subject: RE: Bike Commute +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Belden, Tim +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +That's great. Your guys seem fired up about this program. We need something like this in Houston to boost morale. + +It makes me miss Portland. + + -----Original Message----- +From: Belden, Tim +Sent: Friday, September 07, 2001 12:40 PM +To: Allen, Phillip K. +Subject: Bike Commute + +Check out this web site. We are competing with all companies in Portland for who can ride the most to work for the month of September. We are going to win. We have about 130 people in the office which produces about 5,000 trips (each way counts as one). This week, we cycled 200+ trips. The winner last year won with 12%. We're going to get 15+%. Then we'll shut up those left leaning, Enron bashing Portland people. + +http://westpower/BikeCommute/default.asp + +" +"allen-p/sent_items/242.","Message-ID: <17877234.1075858643100.JavaMail.evans@thyme> +Date: Mon, 10 Sep 2001 06:56:07 -0700 (PDT) +From: k..allen@enron.com +To: mery.l.brown@accenture.com +Subject: RE: Simulation Common Mistakes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mery.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Can you send me a schedule of meetings? Is there one today? + +Phillip + + -----Original Message----- +From: mery.l.brown@accenture.com@ENRON [mailto:IMCEANOTES-mery+2El+2Ebrown+40accenture+2Ecom+40ENRON@ENRON.com] +Sent: Friday, September 07, 2001 8:37 AM +To: pallen@enron.com +Cc: Frolov, Yevgeny; tim.orourke@enron.com; kmcdani@enron.com; donald.l.barnhart@accenture.com +Subject: Simulation Common Mistakes + +Phillip, + +I have attached a list of the Common Mistakes we have compiled for the Risk +Management Simulation. We thought this would be a good starting point for +our discussion of examples and scenarios at next Tuesday's meeting. Any +stories you have related to these mistakes will be extremely helpful. +During the meeting, we can also get from you the names of anyone else who +might be able to provide us with good examples of these mistakes. + +Please let me know if you have any questions. +Mery + +(See attached file: CM-Enron.xls) +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + - CM-Enron.xls << File: CM-Enron.xls >> " +"allen-p/sent_items/243.","Message-ID: <16294152.1075858643121.JavaMail.evans@thyme> +Date: Mon, 10 Sep 2001 08:07:28 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Did you get a chance to look at the release? Drop me a note when you can. + +Phillip" +"allen-p/sent_items/244.","Message-ID: <18102168.1075858643143.JavaMail.evans@thyme> +Date: Mon, 10 Sep 2001 11:07:53 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'JacquesTC@aol.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Thanks. I am waiting to speak to Pauline Kuo to schedule a time and place to meet her this week. Hopefully we can meet Tuesday or Wednesday. I will swing by your office to pick up the documents. + +Phillip + + -----Original Message----- +From: JacquesTC@aol.com@ENRON [mailto:IMCEANOTES-JacquesTC+40aol+2Ecom+40ENRON@ENRON.com] +Sent: Monday, September 10, 2001 9:54 AM +To: Allen, Phillip K. +Subject: Re: + +Phillip, + I sent you a note that the changes have been made and faxed to Kevin. +Call me to arrange to pick up the originals or have them delivered where you +need them. + +Thanks, + + Jacques" +"allen-p/sent_items/245.","Message-ID: <5106712.1075858643164.JavaMail.evans@thyme> +Date: Mon, 10 Sep 2001 11:25:47 -0700 (PDT) +From: k..allen@enron.com +To: michaelb@amhms.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'michaelb@amhms.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mike, + +Can you send me a status update when you get a chance. + +Thank you, + +Phillip" +"allen-p/sent_items/246.","Message-ID: <29839655.1075858643187.JavaMail.evans@thyme> +Date: Mon, 10 Sep 2001 11:55:36 -0700 (PDT) +From: k..allen@enron.com +To: yevgeny.frolov@enron.com +Subject: RE: Outing Event on Ultra Sailing Yacht set up for Enron/Accenture + BRM Initiative Team (directions and map attached) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Frolov, Yevgeny +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Yevgeny, + +Can you send me a schedule of meetings. I don't know if we have one today or not. I have a doctors appointment this afternoon so I can't make it today. + +Phillip + + -----Original Appointment----- +From: Frolov, Yevgeny +Sent: Friday, September 07, 2001 10:47 AM +To: McDaniel, Kirk; Allen, Phillip K.; Aucoin, Berney C. ; Lewis, Andrew H.; McMichael Jr., Ed; O'rourke, Tim; Quigley, Dutch; Reese, Mark; Arnold, John; Frolov, Yevgeny; Oxley, David; Coleman, Brad; 'esteakley@fulbright.com'; Olson, Cindy; Tamez, Elisa; Rangel, Ina; Solis, Melissa +Subject: Outing Event on Ultra Sailing Yacht set up for Enron/Accenture BRM Initiative Team (directions and map attached) +When: Thursday, September 13, 2001 3:00 PM-7:00 PM (GMT-08:00) Pacific Time (US & Canada); Tijuana. +Where: Ultra Sailing Charters,281-333-2063, 2500 South Shore Blvd, Nassau Bay, Texas 77058 + +It is time for the Ultra outing event aboard the Ultra Sailing Yacht! We +will have food, drinks, and fun to mark the Enron Risk +Management Simulation Initiative! + +For a picture of the boat and more information, click on this link + +ULTRA website http://home.flash.net/~ultratri/ + +Plan to attend September 13th: Boarding 5:30-6:00PM +(Don't be late the boat may sail!!!) + Sailing, dinner, drinks 6:00-9/10:00 PM. + +Requirements: Bring your fun and significant others (one guest please) + +DO NOT BRING/WEAR: mid to high heeled shoes, black soled tennis shoes, glass or bottles, cigars + +Location: Ultra Sailing Charters + 2500 South Shore Blvd + Nassau Bay, Texas 77058 + 281-333-2063 + + +Directions: + +(Embedded image moved to file: pic10548.pcx) +Turn East on 518 +Turn left on Marina Bay Drive +Turn Left on South Shore Blvd. +Park in the Hotel parking lot on the left. +Look for the Ultra Sailboat. + + +Picture of the Boat << File: pic10548.pcx >> + + << File: c-boat.jpg >> " +"allen-p/sent_items/247.","Message-ID: <10551913.1075858643210.JavaMail.evans@thyme> +Date: Tue, 11 Sep 2001 07:02:55 -0700 (PDT) +From: k..allen@enron.com +To: yevgeny.frolov@enron.com +Subject: RE: Current Schedule as of 3 pm on Monday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Frolov, Yevgeny +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Yevgeny, + +In light of this mornings events, most of the trading floor is leaving. So we will have to do the meeting tomorrow. + +Phillip + + -----Original Message----- +From: Frolov, Yevgeny +Sent: Monday, September 10, 2001 12:55 PM +To: Allen, Phillip K. +Cc: donald.l.barnhart@accenture.com +Subject: Current Schedule as of 3 pm on Monday + +Phillip, +Here is the current schedule. You have a meeting tomorrow at 3 pm-5 pm. It will take place in the same room on 18th floor 3 AC + 18 << File: Hexagon SME Sign.doc >> + + + + " +"allen-p/sent_items/248.","Message-ID: <10837419.1075858643235.JavaMail.evans@thyme> +Date: Wed, 12 Sep 2001 06:17:02 -0700 (PDT) +From: k..allen@enron.com +To: scott.neal@enron.com +Subject: FW: Competitive Analysis Update #4- US Terrorism Attacks +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Neal, Scott +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Johnston, Robert +Sent: Wednesday, September 12, 2001 5:12 AM +To: Lay, Kenneth; Frevert, Mark; Mcconnell, Mike; Sherriff, John; Brown, Michael - COO London; Shankman, Jeffrey A.; McMahon, Jeffrey; Bowen Jr., Raymond; Lavorato, John; Kitchen, Louise; Seyfried, Bryan; Fiala, Markus; Kinneman, Jeff; Gonzales, Eric; Whitehead, Jonathan; Nowlan Jr., John L.; White, Bill; Schroeder Jr., Don; Maffett, Randal; Sekse, Per; Presto, Kevin M.; Belden, Tim; Heizenrader, Tim; Grigsby, Mike; Allen, Phillip K.; Kaminski, Vince J; Bradley, Michael; Kean, Steven J.; Robertson, Linda; Shapiro, Richard; Hirl, Joseph; Thirsk, Jeremy; O'Day, Nicholas; Greene, John; Fuller, Robert; Gordon, Michael; Tholan, Scott; Roth, Jim; Fitzsimmons, Brendan; Seigle, Clayton; Whitman, Britt; Aganon, Rommel; Landry, Kimberly; Holman, Kelly; Walsh, Kristin; Turner, Nancy; Lawlor, Dave; Kemp, John; Brindle, John; Cromley, David; Ewald, Laura; Scott, Eric; Reed, Andrea V.; Garner, Bruce +Subject: Competitive Analysis Update #4- US Terrorism Attacks +Importance: High + +Report is divided into Market Updates; Transportation/Infrastructure Updates; and Political Updates. For further information, contact: + +Robert Johnston x39934 +Clay Seigle x31504 (oil/politics) +Brendan Fitzsimmons x34763 (financial markets) +Kelly Holman x39844 (gas/power infrastructure) + +A. Market Updates + +U.S. Markets + +? NYSE and NASDAQ officially closed today. First time NYSE closed on consecutive days since WW2. Equity exchange officials to conference call later today to determine restart. +? NYMEX officially closed today. No new information on restart. +? CBOT and CME officially closed today. No new information on restart. +? The Group of Seven (G-7) major countries are in talks on emergency policy coordination to prevent further turbulence in global financial markets following the terror attacks against the United States. No official word yet on coordinated intervention. +? Lower Manhattan trading infrastructure devastated, but generally backed-up offsite. Clearinghouse Interbank Payment System (CHIP) continues to operate. +? Key World Trade Center losses affect insurance, metals trading, major financial houses. Biggest victims include MSDW, Cantor Fitzgerald, Mizuho Holdings, Bank of America, AON, Lehman Brothers +? Congress to resume budget debate today; new focus on defense and intelligence spending; likely calls for further fiscal stimulus to reassure consumers. +? AGA offices in DC to reopen today. AGA report on weekly storage data scheduled for today. + +Japan Overnight + +Nikkei ended down 6.6% at 9610; TOPIX down 6.4% at 990.80 +Nikkei below 10,000 and lower than Dow for first time since 1950s, now at Dec 1983 levels (w/o accounting for Mar. 2000 tech re-weight); more importantly, the TOPIX went through and closed below 1000 breaking down to early 1998 financial crisis lows. +Citibank market operations ""normal,"" and no problem with settlements today despite evacuation of NY office +Japanese officials report no discussion of FX intervention but that cooperative G-7 intervention available if necessary; BoJ injected Y2 trillion to provide liquidity +Next regular BOJ policy meeting Sept. 18-19. + +Europe +? Currency trading is steady, with the dollar holding firm in European trading. +? European bourses experience volatility, but drift into negative territory on thin trading. Institutional investors are largely sidelined. US stocks cross-listed on European exchanges were hit hard, especially airlines, insurance, and financials. + +Oil Markets + +? Some brokers think it likely IPE Brent trade willinish early, around 1630 GMT, Wed in the absence of Nymex. +? Bearish Factors: Suspension of commercial air travel and possible mass cancellations once resumed; Falloff in energy demand due to shut businesses; Possible decline in equity markets and renewed fears over recession +? Bullish Factors: Fear of increased Mideast instability; Possible stockpiling of jet fuel for military use +? As of this morning, bearish factors seem to have the edge, with Brent Crude trading lower in London. Bullish factors will depend on how the investigation/response develop +Canada + +? Provincial, territorial and federal mines and energy ministers cancelled the second day of their two-day meeting in Quebec City. +? Toronto Stock Exchange expected to remain closed today. + + +B. Transportation/Infrastructure Updates + + +Gas/Power Infrastructure + +? The US Nuclear Regulatory Commission placed all nuclear power plants, research reactors, nuclear fuel facilities and gaseous diffusion plants on the highest level of security alert Tuesday. No companies have reported a curtailment of generation as a result of yesterday's attack. +? According to the NY ISO (Independent System Operator) the NY grid was functioning normally following the attacks on the WTC. +? ConEd went into a ""thunderstorm alert"", increasing in-city generation. Electricity, gas and steam service was suspended in an area in SW Manhattan. +? Natural Gas Intelligence is quoting a source that a force majeure could be declared by pipeline operators as a result of ""confusion regarding accurate registration of nominations."" No other confirmation was available. +? The Interstate Natural Gas Association of America, which represents the nation's interstate natural gas pipelines, sent out an advisory urging its members follow procedures to increase security. +? Kinder Morgan's Natural Gas Pipeline Company of America (NGPL) froze the status of its flowing gas volumes no longer accepting any changes to confirmed and scheduled volumes. Gas scheduled for Tuesday, Sept. 11 will roll forward and this situation will continue until further notice. +? Enbridge, Alliance, and TransCanada report increased security along pipeline facilities, but no expectations of supply/delivery interruption +BPA operating on skeleton crew. All non-essential personnel was evacuated, however, no threats against the hydro generator have been issued. +FERC cancelled regular Wednesday meeting, not rescheduled. +Authorities in Chicago barricaded the entrances to power plants and pumping facilities with concrete blocks and heavy trucks. +? Grand Coulee Dam and powerhouse in Washington state operational, but locked down +? Hoover Dam on Nevada-Arizona line is locked down. + +Refineries/Crude/Products + +? Tosco refinery in Linden NJ closed. +? Force Majeure likely to be declared by major crude product receivers in US ports; +? LA/Long Beach inspecting all incoming shipping-all incoming ships anchoring seven miles outside port. +? Louisiana Offshore Oil Port operations suspended pending security inspections. +? Reports +? Despite these problems, The American Petroleum Institute announced overnight that US energy markets were continuing to function smoothly, with oil deliveries ""flowing normally"" to the country's wholesale and retail markets. + +Telecommunications + +? Verizon switch on 10th floor of World Trade Center gone; 50,000 Manhattan lines taken out; Sprint and Verizon report all other data system busy, but operating normally + +Air Travel + +? FAA ban on outbound flights until noon EST today at the earliest. +? Huge logistics headaches and delays expected by airlines and air traffic controllers once US flights resume. +? Air cargo delays considerable due to rigorous inspections. + +Maritime Transportation Conditions + +? St. Lawrence Seaway reopened. Coast Guard inspections stepped up. +? New York Port closed, not receiving refined projects- Colonial Pipeline deliveries expected to ""catch big premiums."" + +Border Crossings + +? Security at all US-Canada border crossings on maximum alert. Bridges/tunnels closed. Freight forwarders reporting that freight movements over the border have slowed to a trickle. +? Rail freight moving normally across Canada-US border. +? US-Mexico border reopen, but subject to delays and inspections on US side. Mexican officials request that Mexican citizens delay trips to the US. + + +Political Update + +International + +US Arab allies (Egypt, Saudi, Jordan, Kuwait, UAE) walking a fine line. Masses believe US got what it deserves, but leaders have to condemn attacks to maintain relations with Washington. Moderate Arab leaders are concerned that support for attacks at home -- and possible US reactions to strike -- will increase instability and could lead to major upheaval in their countries. Saudi sources expect ""state of confusion"" to exist for immediate period ahead. + +In the West, no intelligence or law enforcement agency has anything concrete yet. Everything is therefore speculation, albeit logical speculation. Most importantly, the sophistication means someone bigger than bin Laden was involved, even if he was the final perpetrator. + +Oil Politics + +OPEC's Rodriguez has reassured oil markets on supplies, but no high-level Saudi officials have officially echoed this sentiment (nothing from Oil Minister Naimi). Unofficially, we have reports that Saudi officials reporting that the terrorist incident ""relieves pressure on us to make anti-US moves"" in oil policy." +"allen-p/sent_items/249.","Message-ID: <11055876.1075858643257.JavaMail.evans@thyme> +Date: Wed, 12 Sep 2001 10:24:16 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Did you receive the fax from Kevin Kolb with a small change on page 2. It also included the conveyance and assignment document. Does this look ok to you? Is the language ""Transfer will occur when first lien holder, Pacific Southwest Bank, approves the assignment"" sufficient? Hopefully it is ok. Let me know if it is and I will come by your office to pick up executable copies. + +Thank you, + +Phillip" +"allen-p/sent_items/25.","Message-ID: <27481644.1075855377199.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 14:21:42 -0800 (PST) +From: k..allen@enron.com +To: pallen70@hotmail.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'pallen70@hotmail.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: ""Greg Thorse"" >@ENRON +Sent: Monday, December 10, 2001 10:25 AM +To: Allen, Phillip K. +Subject: + +Phillip; + +These are just what I started with. I have not really fully looked at each +spreadsheet for error in logic or other. + +I notice the primary difference between the existing projects and new +projects is that on an existing project you have to had value to be able to +increase the cash flow to be able to finance out of them to be able to +achieve a decent IRR. Thus you have to pay as little as possible, increase +the cash flow (i.e.-renovations), to compete with the quality of new +construction. And no I am not making numbers up nor am I sold on new +construction strictly. I just am working on the best look as possible. + +I look forward to discussing this further. + +Sincerely, + + + +Greg Thorse + + - Proforma.Sutters Mill.xls + - Proforma.Sage Crossing.xls + - Proforma.Waters At Bluff Springs.xls + - Proforma.South Park.xls + - Proforma.Sunrise Canyon.xls + - Proforma.SeaBreeze.xls + - Proforma.Harvard Place.xls " +"allen-p/sent_items/250.","Message-ID: <25228538.1075858643278.JavaMail.evans@thyme> +Date: Thu, 13 Sep 2001 06:48:04 -0700 (PDT) +From: k..allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lavorato, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +John, + +Do you still want to get together this week? + +Phillip" +"allen-p/sent_items/251.","Message-ID: <22250580.1075858643300.JavaMail.evans@thyme> +Date: Thu, 13 Sep 2001 07:50:13 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: Leander etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + Jeff, + +The attorney's are done with the documents. I have a call in with Pauline to schedule a meeting to sign them. Most likely in Columbus. I am waiting to hear from her. + +Phillip + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, September 12, 2001 9:51 AM +To: Allen, Phillip K. +Subject: Leander etc. + +Phillip, + +I spoke with Doug Bell this AM. He says AMHP got their letter from the +school last Thurs. Now they are getting a letter from Sam Olguin for an +easement. So the ball is back in his court. Once that happens the deal can +close. + + +What's up with Seguin? + + +Thanks. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile" +"allen-p/sent_items/252.","Message-ID: <1356482.1075858643322.JavaMail.evans@thyme> +Date: Thu, 13 Sep 2001 11:40:07 -0700 (PDT) +From: k..allen@enron.com +To: djack@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'djack@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg or Darrell: + +Did you get an official rejection or invitation on the New Braunfels project? + +Phillip" +"allen-p/sent_items/253.","Message-ID: <14947837.1075858643343.JavaMail.evans@thyme> +Date: Thu, 13 Sep 2001 11:45:27 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +What was the official word on New Braunfels? + +Phillip" +"allen-p/sent_items/254.","Message-ID: <6272858.1075858643366.JavaMail.evans@thyme> +Date: Thu, 13 Sep 2001 12:02:54 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com +Subject: FW: Marketer Support of Generator Motion on Credit Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +-----Original Message----- +From: Comnes, Alan +Sent: Thursday, September 13, 2001 11:40 AM +To: Mara, Susan; Alvarez, Ray; 'Dan Watkiss' +Cc: 'Gfergus@brobeck.com'; Walton, Steve; Lawner, Leslie; Cantrell, Rebecca W.; Fulton, Donna; Dasovich, Jeff; Nicolay, Christi L.; Steffes, James D.; 'jalexander@gibbs-bruns.com'; Allen, Phillip K.; Noske, Linda J.; Perrino, Dave; Black, Don; Frank, Robert; Miller, Stephanie; Tycholiz, Barry; Novosel, Sarah; Thome, Jennifer; Hall, Steve C. (Legal); Lindberg, Susan +Subject: RE: Marketer Support of Generator Motion on Credit Issues + +Agreed. The generator motion is very complete so it would seem to me that our pleading in support can be very short. +GAC +-----Original Message----- +From: Mara, Susan +Sent: Thursday, September 13, 2001 10:52 AM +To: Alvarez, Ray; 'Dan Watkiss' +Cc: 'Gfergus@brobeck.com'; Comnes, Alan; Walton, Steve; Lawner, Leslie; + Cantrell, Rebecca W.; Fulton, Donna; Dasovich, Jeff; Nicolay, Christi + L.; Steffes, James D.; 'jalexander@gibbs-bruns.com'; Allen, Phillip K.; + Noske, Linda J.; Perrino, Dave; Black, Don; Frank, Robert; Miller, + Stephanie; Tycholiz, Barry; Novosel, Sarah; Thome, Jennifer; Hall, Steve + C. (Legal); Lindberg, Susan +Subject: RE: Marketer Support of Generator Motion on Credit Issues + + +We should definitely support it. We have the very same issues with the ISO. +-----Original Message----- +From: Alvarez, Ray +Sent: Thursday, September 13, 2001 10:27 AM +To: 'Dan Watkiss' +Cc: Gfergus@brobeck.com; Comnes, Alan; Walton, Steve; Mara, Susan; + Lawner, Leslie; Cantrell, Rebecca W.; Fulton, Donna; Dasovich, Jeff; + Nicolay, Christi L.; Steffes, James D.; 'jalexander@gibbs-bruns.com'; + Allen, Phillip K.; Noske, Linda J.; Perrino, Dave; Black, Don; Frank, + Robert; Miller, Stephanie; Tycholiz, Barry; Novosel, Sarah; Thome, + Jennifer; Hall, Steve C. (Legal); Lindberg, Susan +Subject: RE: Marketer Support of Generator Motion on Credit Issues + + +Dan, I am interested. I know that Sue Mara spoke with Ron on this subject also, although I was not on the call. The matter was not discussed on our Western Wholesale call this morning either, since I did not become aware of it till later. I would therefore like to receive input from Sue and others on our team about this, getting final sign off to proceed from Linda Robertson and Jim Steffes. If we elect to proceed, it would be appropriate to bill all participating marketers in equal shares. Thanks. Ray +-----Original Message----- +From: Dan Watkiss [mailto:dwatkiss@bracepatt.com] +Sent: Thursday, September 13, 2001 12:42 PM +To: Alvarez, Ray +Cc: Gfergus@brobeck.com +Subject: Fwd: Marketer Support of Generator Motion on Credit Issues + + +What do you think? +Jeffrey D. (Dan) Watkiss +Bracewell & Patterson, LLP +2000 K St., N.W. +Suite 500 +Washington, D.C. 20006-1872 +(202) 828-5851 +dwatkiss@bracepatt.con +jdwatkiss@aol.com + + +-----Original Message----- +From: Ronald Carroll [mailto:rcarroll@bracepatt.com] +Sent: Thursday, September 13, 2001 11:09 AM +To: callen@akingump.com; alaw@avistaenergy.com; +cgoligoski@avistaenergy.com; ddickson@avistaenergy.com; +nolan.steiner@avistaenergy.com; hhs@ballardspahr.com; +haskell@bh-law.com; biggsbg@BP.com; marzmj@BP.com; Andrea Settanni; +Deanna King; Dan Watkiss; Jacqueline Java; Kimberly Curry; Paul Fox; +Tracey Bradley; gfergus@brobeck.com; phillip_fantle@cargill.com; +karen.cottrell@constellation.com; lisa.decker@constellation.com; +randall.osteen@constellation.com; breilley@coral-energy.com; +mmilner@coral-energy.com; gmatthews@edisonmission.com; +Greg.jones@elpaso.com; rick.warman@elpaso.com; Comnes, Alan; Perrino, +Dave; jsteffe@enron.com; Robertson, Linda; Alvarez, Ray; +rfrank@enron.com; smara@enron.com; snovose@enron.com; eperrigo@epsa.org; +jsimon@epsa.org; Jthompson@idacorpenergy.com; jchristian@jonesday.com; +kjmcintyre@jonesday.com; rwaters@jonesday.com; CANDREAS@LLGM.COM; +DDANNER@LLGM.COM; LACKER@LLGM.COM; SBEHREND@LLGM.COM; +david.tewksbury@lw.com; kirvin@mofo.com; kzeitlin@mofo.com; +vwei@mofo.com; fnorton@morganlewis.com; jmcgrane@morganlewis.com; +kacurry@msn.com; ckrupka@mwe.com; myuffee@mwe.com; ppantano@mwe.com; +harry.singh@neg.pge.com; kathleen.stallings@neg.pge.com; +david.facey@powerex.com; doug.LITTLE@powerex.com; +mike.macdougall@powerex.com; dmperlman@powersrc.com; +lisa.decker@powersrc.com; jadillon@pplweb.com; donk@prestongates.com; +JOHNL@prestongates.com; sandraR@prestongates.com; mphilips@pwrteam.com; +mphillips@pwrteam.com; rbeitler@sempratrading.com; kbarron@skadden.com; +rejosephson@stoel.com; sjkaplan@stoel.com; ayudkowsky@stroock.com; +tabors@tca-us.com; achau@tractebelpowerinc.com; +amie.colby@troutmansanders.com; antoine.cobb@troutmansanders.com; +james.beh@troutmansanders.com; sangle@velaw.com; cfr@vnf.com; +mam@vnf.com +Subject: Marketer Support of Generator Motion on Credit Issues + + +Cheryl Ryan has raised the suggestion of a joint answer by the Marketer Group in support of the Generators' recent motion on credit issues. If so, this would need to be done asap. Please let me know if you are interested in joining in such a pleading. +Thanks. Ron " +"allen-p/sent_items/255.","Message-ID: <33455118.1075858643388.JavaMail.evans@thyme> +Date: Fri, 14 Sep 2001 07:25:28 -0700 (PDT) +From: k..allen@enron.com +To: mery.l.brown@accenture.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mery.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mery, + +The target audience document looks fine. + +Phillip + + -----Original Message----- +From: mery.l.brown@accenture.com@ENRON [mailto:IMCEANOTES-mery+2El+2Ebrown+40accenture+2Ecom+40ENRON@ENRON.com] +Sent: Friday, September 07, 2001 7:52 AM +To: pallen@enron.com; Arnold, John; Frolov, Yevgeny; tim.orourke@enron.com +Cc: donald.l.barnhart@accenture.com; kmcdani@enron.com; sheri.a.righi@accenture.com +Subject: + +We have begun working on our first deliverables for the Risk Management +Simulation project. The first thing we need your sign-off on is the Target +Audience Analysis. We have defined the key characteristics of our target +audience in order to help us maintain focus as we design the simulation. + +I would appreciate it if you could review the attached document and respond +by end of day Monday, the 10th, with either your revisions or your +sign-off. Please let me know if you have any questions. + +Thank you. +Mery + +(See attached file: Target Audience.doc) +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + - Target Audience.doc << File: Target Audience.doc >> " +"allen-p/sent_items/256.","Message-ID: <8563806.1075858643410.JavaMail.evans@thyme> +Date: Fri, 14 Sep 2001 10:47:26 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: FW: Nine Energy Services +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike , Holst, Keith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Williams, Jason R (Credit) +Sent: Friday, September 14, 2001 8:08 AM +To: Neal, Scott; Allen, Phillip K.; Martin, Thomas A.; Shively, Hunter S. +Cc: Bradford, William S. +Subject: Nine Energy Services + +Scott, Phillip, Tom and Hunter - + +Nine Energy Services LLC is a Woman and Minority Business Enterprise (WMBE) counterparty with whom ENA has been conducting physical gas business under our standard WMBE agreement. Nine Energy has refused to remit payment via wire transfer, per the terms of our agreement, and we are now placing them on NO TRADES status. Absolutely no trades can be conducted with this counterparty without full upfront payment. + +Please pass this message to the originators on your desks. Thanks for your help; please call me with any questions. + + +Jay Willams + + +" +"allen-p/sent_items/257.","Message-ID: <16936539.1075858643432.JavaMail.evans@thyme> +Date: Fri, 14 Sep 2001 10:55:10 -0700 (PDT) +From: k..allen@enron.com +To: al.pollard@newpower.com +Subject: RE: howdy!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'Al.Pollard@NewPower.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Congratulations. Glad to hear you made it. You are in elite company. + + -----Original Message----- +From: Al.Pollard@NewPower.com@ENRON [mailto:IMCEANOTES-Al+2EPollard+40NewPower+2Ecom+40ENRON@ENRON.com] +Sent: Friday, September 14, 2001 10:48 AM +To: pallen@enron.com +Subject: howdy!! + +Horrible events this week!! Hope you did not know anyone involved. +Thought I would share my recent accomplishment with you, given you have +pretty much known me since I did my first Triathlon at Cinco Ranch about 4 +years ago now I believe. Did my first ironman last Saturday up at Lake +Geneva in Wisconsin. Very long day and the hardest thing I have ever done, +but I finished which was my ultimate goal. + +I would gladly trade it in to bring back some of the lost souls from +Tuesday, but unfortunately I do not have that power. + +Hope everything is splendid with you. Talk to you soon, + +Al Pollard +The New Power Company +apollard@newpower.com +(713) 345-8781" +"allen-p/sent_items/258.","Message-ID: <10169439.1075858643454.JavaMail.evans@thyme> +Date: Fri, 14 Sep 2001 10:58:14 -0700 (PDT) +From: k..allen@enron.com +To: al.pollard@newpower.com +Subject: RE: howdy!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'Al.Pollard@NewPower.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +My guess at your time is 11 hrs 10 minutes. Was I close? + -----Original Message----- +From: Al.Pollard@NewPower.com@ENRON [mailto:IMCEANOTES-Al+2EPollard+40NewPower+2Ecom+40ENRON@ENRON.com] +Sent: Friday, September 14, 2001 10:48 AM +To: pallen@enron.com +Subject: howdy!! + +Horrible events this week!! Hope you did not know anyone involved. +Thought I would share my recent accomplishment with you, given you have +pretty much known me since I did my first Triathlon at Cinco Ranch about 4 +years ago now I believe. Did my first ironman last Saturday up at Lake +Geneva in Wisconsin. Very long day and the hardest thing I have ever done, +but I finished which was my ultimate goal. + +I would gladly trade it in to bring back some of the lost souls from +Tuesday, but unfortunately I do not have that power. + +Hope everything is splendid with you. Talk to you soon, + +Al Pollard +The New Power Company +apollard@newpower.com +(713) 345-8781" +"allen-p/sent_items/259.","Message-ID: <25041277.1075858643477.JavaMail.evans@thyme> +Date: Fri, 14 Sep 2001 12:41:59 -0700 (PDT) +From: k..allen@enron.com +To: donald.l.barnhart@accenture.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'donald.l.barnhart@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Don, + +Jeff Gosset runs the risk management group. I spoke to him about including a module on how the books work. He liked the concept and is willing to sit down with you to discuss further. His number is X37306. He is expecting a call to set up a meeting. + +Phillip + + -----Original Message----- +From: donald.l.barnhart@accenture.com@ENRON [mailto:IMCEANOTES-donald+2El+2Ebarnhart+40accenture+2Ecom+40ENRON@ENRON.com] +Sent: Friday, September 14, 2001 12:37 PM +To: O'rourke, Tim +Cc: McDaniel, Kirk; Frolov, Yevgeny; mery.l.brown@accenture.com; sheri.a.righi@accenture.com; Allen, Phillip K. +Subject: RE: + + +Tim, + +Please clarify what is not right so I may make changes. I have received +verbal approval from Phillip today in our meeting. + +Donald L. Barnhart +Houston +837/1591 +713-837-1591 + + + + ""O'rourke, Tim"" + , ""Arnold, John"" , ""Frolov, + Yevgeny"" , + 09/13/2001 07:07 PM cc: Donald L. Barnhart/Internal/Accenture@Accenture, + , Sheri A. Righi/Internal/Accenture@Accenture + Subject: RE: + + + + + +This looks about right. + +-----Original Message----- +From: mery.l.brown@accenture.com [mailto:mery.l.brown@accenture.com] +Sent: Friday, September 07, 2001 9:52 AM +To: pallen@enron.com; Arnold, John; Frolov, Yevgeny; +tim.orourke@enron.com +Cc: donald.l.barnhart@accenture.com; kmcdani@enron.com; +sheri.a.righi@accenture.com +Subject: + + +We have begun working on our first deliverables for the Risk Management +Simulation project. The first thing we need your sign-off on is the +Target +Audience Analysis. We have defined the key characteristics of our target +audience in order to help us maintain focus as we design the simulation. + +I would appreciate it if you could review the attached document and +respond +by end of day Monday, the 10th, with either your revisions or your +sign-off. Please let me know if you have any questions. + +Thank you. +Mery + +(See attached file: Target Audience.doc) +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in +error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of +the intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or +reply to Enron Corp. at enron.messaging.administration@enron.com and delete +all copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** + +" +"allen-p/sent_items/26.","Message-ID: <7240745.1075855377221.JavaMail.evans@thyme> +Date: Mon, 10 Dec 2001 14:25:10 -0800 (PST) +From: k..allen@enron.com +To: pallen70@hotmail.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'pallen70@hotmail.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, December 10, 2001 4:22 PM +To: 'pallen70@hotmail.com' +Subject: FW: + + + + -----Original Message----- +From: ""Greg Thorse"" >@ENRON +Sent: Monday, December 10, 2001 10:25 AM +To: Allen, Phillip K. +Subject: + +Phillip; + +These are just what I started with. I have not really fully looked at each +spreadsheet for error in logic or other. + +I notice the primary difference between the existing projects and new +projects is that on an existing project you have to had value to be able to +increase the cash flow to be able to finance out of them to be able to +achieve a decent IRR. Thus you have to pay as little as possible, increase +the cash flow (i.e.-renovations), to compete with the quality of new +construction. And no I am not making numbers up nor am I sold on new +construction strictly. I just am working on the best look as possible. + +I look forward to discussing this further. + +Sincerely, + + + +Greg Thorse + + - Proforma.Sutters Mill.xls + - Proforma.Sage Crossing.xls + - Proforma.Waters At Bluff Springs.xls + - Proforma.South Park.xls + - Proforma.Sunrise Canyon.xls + - Proforma.SeaBreeze.xls + - Proforma.Harvard Place.xls " +"allen-p/sent_items/260.","Message-ID: <29064206.1075858643499.JavaMail.evans@thyme> +Date: Mon, 17 Sep 2001 05:05:28 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: FW: Action Requested: Past Due Invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Can you approve this invoice or show me how to get into this system? + +Thank you, + +Phillip + + + + + + + -----Original Message----- +From: >@ENRON [mailto:IMCEANOTES-+3CiPayit+40Enron+2Ecom+3E+40ENRON@ENRON.com] +Sent: Sunday, September 16, 2001 10:06 PM +To: Allen, Phillip K. +Subject: Action Requested: Past Due Invoice + +Alert! +You are receiving this message because you have an unresolved invoice in your iPayit in-box that is past due. It is critical that you login to iPayit and take immediate action to resolve this invoice. + +Remember, you play an important role in ensuring that we pay our vendors on time. + +Tip!: You must login to the system to forward this invoice to another user. + +You are receiving this message because you have an unresolved invoice in your iPayit in-box +that is past due. Please login to iPayit and resolve this invoice as soon as possible. + +To launch iPayit, click on the link below: + +Note: Your iPayit User ID and Password are your eHRonline/SAP Personnel ID and Password. + +First time iPayit user? For training materials, click on the link below: + + +Need help? +Please contact the ISC Call Center at (713) 345-4727. + +If you are in Europe, please contact European Accounts Payable at +44 20 7783 7520." +"allen-p/sent_items/261.","Message-ID: <30254612.1075858643521.JavaMail.evans@thyme> +Date: Tue, 18 Sep 2001 09:57:25 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: FW: Action Requested: Past Due Invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: >@ENRON [mailto:IMCEANOTES-+3CiPayit+40Enron+2Ecom+3E+40ENRON@ENRON.com] +Sent: Monday, September 17, 2001 10:06 PM +To: Allen, Phillip K. +Subject: Action Requested: Past Due Invoice + +Alert! +You are receiving this message because you have an unresolved invoice in your iPayit in-box that is past due. It is critical that you login to iPayit and take immediate action to resolve this invoice. + +Remember, you play an important role in ensuring that we pay our vendors on time. + +Tip!: You must login to the system to forward this invoice to another user. + +You are receiving this message because you have an unresolved invoice in your iPayit in-box +that is past due. Please login to iPayit and resolve this invoice as soon as possible. + +To launch iPayit, click on the link below: + +Note: Your iPayit User ID and Password are your eHRonline/SAP Personnel ID and Password. + +First time iPayit user? For training materials, click on the link below: + + +Need help? +Please contact the ISC Call Center at (713) 345-4727. + +If you are in Europe, please contact European Accounts Payable at +44 20 7783 7520." +"allen-p/sent_items/262.","Message-ID: <5408945.1075858643543.JavaMail.evans@thyme> +Date: Tue, 18 Sep 2001 14:45:09 -0700 (PDT) +From: k..allen@enron.com +To: john.lavorato@enron.com +Subject: FW: El Paso Capacity +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lavorato, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +John, + +The spreadsheet below (""Valuation Summary.."") calculates the value Enron would realize if we turned back the capacity or released it at full tolls. As of 9/17 mids, the 200,000/d leg would generate $16,918,907 if turned back. There is still a substantial amount of value above variable costs on the books. For 03-06, variable costs are around $0.15 but the mid-market spread is $0.45. The PV volume for that term is 22,000 contracts. + +Phillip + -----Original Message----- +From: Bronstein, Mara +Sent: Tuesday, September 18, 2001 12:38 PM +To: Allen, Phillip K. +Subject: El Paso Capacity + + + " +"allen-p/sent_items/263.","Message-ID: <9196550.1075858643564.JavaMail.evans@thyme> +Date: Wed, 19 Sep 2001 09:30:53 -0700 (PDT) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +If you can believe it I have been unable to get with Pauline Kuo to sign all the agreements. Kevin Kolb sent me additional comments on Monday. +I faxed those to you. Can you please make the changes to the ""Receipt of Payment"". I can change and initial the small change on the settlement agreement or if you email the document I will change it on the computer. + +It would be easier if you could email me the documents so I can print out originals here. + +Thank you, + +Phillip " +"allen-p/sent_items/264.","Message-ID: <14706069.1075858643586.JavaMail.evans@thyme> +Date: Wed, 26 Sep 2001 07:07:03 -0700 (PDT) +From: k..allen@enron.com +To: c..gossett@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Gossett, Jeffrey C. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +In light of the puny VAR allotments attributed to the simulated trading participants, we have decided to graduate Matt Smith from the exercise. Please advise Kimat Singla it will no longer be necessary to calculate a simulated book for Matt Smith. Please use his COB 9/25/01 P&L as his official score for this exercise and post his total on the High Score table under the initials MDS. + +Thank you, + +Phillip " +"allen-p/sent_items/265.","Message-ID: <2957524.1075858643608.JavaMail.evans@thyme> +Date: Wed, 26 Sep 2001 10:05:03 -0700 (PDT) +From: k..allen@enron.com +To: kirk.mcdaniel@enron.com +Subject: RE: Final Internal Review for Sign Off: Common Mistakes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McDaniel, Kirk +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +This is a list of common mistakes. However, as the group works together to create exercises and scenarios for the simulation many additional ideas will be generated. I don't want to hold up this document. I just want everyone to be aware that it is not all inclusive. + +Phillip + + -----Original Message----- +From: McDaniel, Kirk +Sent: Tuesday, September 25, 2001 10:00 AM +To: Allen, Phillip K.; O'rourke, Tim; Frolov, Yevgeny +Subject: Final Internal Review for Sign Off: Common Mistakes + +Gentlemen +Please take a look at the attached document. Provide me with your final input, if any, in so that I can give Accenture Sign off acceptance. This document includes input Accenture received or derived from yesterday's Design Scope meeting. + +Tim do you still want to include on this document the issue around ""Not listening to ""Customer'/ Misjudging customers needs & risk""? Or do you feel it fits into one of the 8 high level buckets listed in the attachment. + +I request everyone's input by COB, Wednesday 9/26 in so that if changes are needed we can still get final sign off by COB Friday 9/28. Thanks + + + + - Common Mistakes-Sim.doc << File: Common Mistakes-Sim.doc >> " +"allen-p/sent_items/266.","Message-ID: <12998139.1075858643629.JavaMail.evans@thyme> +Date: Wed, 26 Sep 2001 10:09:00 -0700 (PDT) +From: k..allen@enron.com +To: kirk.mcdaniel@enron.com +Subject: RE: Final Internal Review for Sign Off: Performance Objectives +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McDaniel, Kirk +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kirk, + +This document is fine. + + -----Original Message----- +From: McDaniel, Kirk +Sent: Tuesday, September 25, 2001 10:16 AM +To: Allen, Phillip K.; Arnold, John; O'rourke, Tim; Frolov, Yevgeny +Subject: Final Internal Review for Sign Off: Performance Objectives +Importance: High + + +Gentlemen +Please take a look at the attached document. Provide me with your final input, if any, in so that I can give Accenture Sign off acceptance. This document includes input Accenture received or derived from yesterday's Design Scope meeting. + +Tim +Your initial concerns around Processes and Knowledge Acquisition were relayed to Accenture and they stated that these will be addressed in the learning objectives, which will be the more detail backup to this high level documents. + +Yevgeny +Your Fundamentals issue was handled by the i.e. notation on this document. In addition, Accenture said Yes that this document is aligned with the Topics Document and will be aligned with the more detailed back up document (i.e. Outline) that will support the Topics Document. + +I request everyone's input by COB, Wednesday 9/26 in so that if changes are needed we can still get final sign off by COB Friday 9/28. Thanks + +Cheers +Kirk + + + - Performance Objectives-Sim.doc << File: Performance Objectives-Sim.doc >> " +"allen-p/sent_items/267.","Message-ID: <20372580.1075858643652.JavaMail.evans@thyme> +Date: Wed, 26 Sep 2001 10:26:48 -0700 (PDT) +From: k..allen@enron.com +To: kirk.mcdaniel@enron.com +Subject: RE: Final Internal Review for Sign Off: Topics and Related + Objectives +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McDaniel, Kirk +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kirk, + +I would modify this document slightly. The first section is titled ""Introduction to Risk Management"" and the second section is ""Hedging Instruments/Risk Management Products"". However, many of the bullet points in the first section are describing hedging instruments that belong in second section. I would limit the introduction to types of risk, identifying risk, and examples when risks are not hedged. Then the second section should contain all the details of hedging tools. Definitions of derivatives and how they can be used to manage the risk in the first section would be in this section. The third section would include the roles and accounting basics. You might want to include the commodity 101 info here, at least gas and power. + +Phillip + + -----Original Message----- +From: McDaniel, Kirk +Sent: Tuesday, September 25, 2001 4:10 PM +To: Allen, Phillip K.; Arnold, John; O'rourke, Tim; Frolov, Yevgeny +Subject: Final Internal Review for Sign Off: Topics and Related Objectives + +Gentlemen +Please take a look at the attached document. Provide me with your final input, if any, in so that I can give Accenture Sign off acceptance. This document includes input Accenture received or derived from yesterday's Design Scope meeting. + +I request everyone's input by COB, Thursday 9/27 in so that if changes are needed we can still get final sign off by COB Friday 9/28 or Monday 10/1. Thanks + +Cheers +Kirk + + - Topics and Related Objectives.doc << File: Topics and Related Objectives.doc >> " +"allen-p/sent_items/268.","Message-ID: <12541747.1075858643674.JavaMail.evans@thyme> +Date: Thu, 27 Sep 2001 07:36:22 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: FW: Arizona +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike , Holst, Keith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +-----Original Message----- +From: Lawner, Leslie +Sent: Wednesday, September 26, 2001 4:31 PM +To: Tycholiz, Barry; Miller, Stephanie; Allen, Phillip K.; Tholt, Jane M. +Subject: Arizona + +I was just talking to counsel in Phoenix who informed me that a number of planned merchant generators in Arizona were in danger of being killed by the Arizona Corporation Commission. There are apparently concerns with interconnecting these plants where existing plants already are located, and reliability and terrorist-threat possibilities that they raise. I don't know if this matters to you but in case it does, just wanted you to know. " +"allen-p/sent_items/269.","Message-ID: <202204.1075858643695.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 06:48:26 -0700 (PDT) +From: k..allen@enron.com +To: ryan.o'rourke@enron.com +Subject: FW: El Paso Capacity +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: O'Rourke, Ryan +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Bronstein, Mara +Sent: Tuesday, September 18, 2001 12:38 PM +To: Allen, Phillip K. +Subject: El Paso Capacity + + + " +"allen-p/sent_items/27.","Message-ID: <26842657.1075855377243.JavaMail.evans@thyme> +Date: Thu, 13 Dec 2001 12:18:30 -0800 (PST) +From: k..allen@enron.com +To: troberts@dyalroberts.com +Subject: RE: Comanch Trace Home +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Tony Roberts"" @ENRON' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Sounds good. This email address goes to my work. If you finish on Friday or over the weekend, please send to pallen70@hotmail.com . + +Thanks, + +Phillip Allen + + -----Original Message----- +From: ""Tony Roberts"" @ENRON +Sent: Wednesday, December 12, 2001 3:57 PM +To: Allen, Phillip K. +Subject: Comanch Trace Home + + +Phillip, + +I will have the take off completed by Monday and will forward via email. + +Thanks, + +Tony Roberts" +"allen-p/sent_items/270.","Message-ID: <9445522.1075858643718.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 10:37:35 -0700 (PDT) +From: k..allen@enron.com +To: jeff.richter@enron.com +Subject: RE: Log Home Site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Richter, Jeff +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I like these homes much better than the one from earlier this week. I like the steeper pitched roof and the high glass windows in the top of the gables. Plus these seem a little bigger. I like the floor plan of the hoover plan better than the van gendersen. The kitchen should be bigger. You could take some space from the sewing room and add an island to the kitchen. + + -----Original Message----- +From: Richter, Jeff +Sent: Friday, October 05, 2001 9:42 AM +To: Allen, Phillip K. +Subject: Log Home Site + +http://www.ayrewood.com/Hoover_Floor_Plan.htm + +Check this out. + +Jeff Richter 503.464.3917 (w-pdx) +Enron North America 503.701.6488 (c) +West Power Services 503.464.3740 (fax) +121 SW Salmon Street 3WTC0306 jeff.richter@enron.com +Portland, Oregon 97204" +"allen-p/sent_items/271.","Message-ID: <4883929.1075858643740.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 14:16:00 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +Greg, + +I forgot to mention the Perrin Oaks ideas. They are on the attached memo. + +Have a good weekend. + +Phillip" +"allen-p/sent_items/272.","Message-ID: <10054069.1075858643761.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 09:03:37 -0700 (PDT) +From: k..allen@enron.com +To: mery.l.brown@accenture.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mery.l.brown@accenture.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +Mery, + +Please email me back with a location for tomorrow's meeting. + +Phillip" +"allen-p/sent_items/273.","Message-ID: <32176318.1075858643784.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 05:38:22 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: RE: Bishops +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: 'Greg Thorse @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +I went to the title company yesterday and as instructed by Irwin I signed t= +he deed of trust, the promissory note for 8.4, and the subordination agreem= +ent. Can the loan amount be adjusted based on new costs estimates. What w= +ill happen at closing? Is the major problem with the appraisal that since = +the land was only appraised at 1,120,000 we would be required to contribute= + an additional 180,000 in equity? If so, that is not good. + +You mentioned that the we are firm on the construction numbers given to me = +previously. Can you send those numbers again so I can be positive I am not= + looking at old numbers. Also, I would really appreciate a schedule of tru= +e costs and expected loan. + +Thank you, + +Phillip + + -----Original Message----- +From: =09Greg Thorse @ENRON =20 +Sent:=09Tuesday, October 09, 2001 1:45 PM +To:=09Allen, Phillip K. +Subject:=09Bishops + +Phillip, + +I am trying to press Bank to get the Deed of Trust to you. I am in a balanc= +ing act between moving on the construction and holding until the lien is pe= +rfected. I talked to Cheerie and she said the person in Dallas is trying to= + get it done today, however, she may not finish it out today, which means i= +t will be sent for Thursday morning delivery to a sister Ticor office for s= +ignature and recording. Have they told you any of this? Or do I need to ma= +ke sure you know when, where, and how as soon as I know. + +I talked to Andrew this morning the Dallas office received the Appraisal an= +d gave the information to us over the phone. The appraised value as built = +is 12.5 million, the NOI is $1,152,695. The problem is the Land Value is $= +1,120,000, as this is what they have recorded as the transaction cost in Ja= +nuary. Andrew talked to me about if we want to put additional costs on top= + of this showing improvements or other costs associated with the value to s= +how an increase in value?. I am tending to think we are going to reduce ou= +r overall loan by adjusting the Land, Title Policy Amount, Debt Carry Cost = +and some other small adjustments to costs. This would reduce our overall de= +bt and resultant equity requirement. The main difference in committing to a= + greater loan is that our costs of points will rise and our equity may be o= +ut of balance in the end, vs. if we borrow the exact amount, we may risk be= +ing short and needing a loan increase for any soft cost overages. I have be= +en working on this and I am reviewing the changes to see what overall effec= +ts each change will have on your equity and return. + +We are firm on the construction numbers given to you previously and we have= + had a number of additional costs which we have been able to absorb in the = +overall construction budget. The biggest is the detention pond dredging wh= +ich has gone up in cost. The only area left to work through is the foundat= +ion/concrete number and I am confident we will hit that one on the mark. Th= +us, overall I am comfortable with the Hard Cost numbers at this point. + +I am attempting to get with Irwin and Cheerie and seeing if we can get the = +final Doc's put together. Have'nt been able to get a meeting yet. + +I just got interrupted in another meeting. Let me know if there are any qu= +estions today. + + + +" +"allen-p/sent_items/274.","Message-ID: <24154179.1075858643843.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 06:21:25 -0700 (PDT) +From: k..allen@enron.com +To: kirk.mcdaniel@enron.com, ed.mcmichael@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McDaniel, Kirk , McMichael Jr., Ed +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kirk, + +What is the deal with this boat trip? Seems too extravagant and wasteful. I am not comfortable with this. Can't we just have a small happy hour once the project is complete? + +Phillip" +"allen-p/sent_items/275.","Message-ID: <17780648.1075858643864.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 06:30:23 -0700 (PDT) +From: k..allen@enron.com +To: gary@creativepanel.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gary@creativepanel.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Gary, + +Can you call me to discuss the panel quote for the Allen residence issued to Johnnie Brown? In April you worked up a quote for $20,000. The dimensions of the house have not changed. The quote given last week was over $26,000. Have raw materials and labor increased by over 25%? I need help understanding this increase. + +Phillip Allen +713-853-7041" +"allen-p/sent_items/276.","Message-ID: <3590975.1075858643886.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 07:19:24 -0700 (PDT) +From: k..allen@enron.com +To: richard.morgan@austinenergy.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'richard.morgan@austinenergy.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Richard, + +I spoke to you earlier this week with questions about building with SIP's. I am planning to build a home in San Marcos as soon as I can decide on a builder and materials. I already have my blueprints completed. What I took from our conversation was to use the SIP's with 8.5"" roof panels and use a metal roof. + +I have been working with Johnnie Brown, a builder from San Antonio that is also a Creative Panel rep. The problem is that I have a budget of $85-$90/sf and it does not appear that he will be able to stay within that budget. I don't want to settle for a conventional stick built house. I was wondering about alternatives. Would some combination of a radiant barrier and non-CFC spray insulation provide close to the same energy savings at a lower cost than SIP's. For example, I just spoke to a sales rep for Demilec. He will spray foam insulation at $1.30/sf. That would be approximately $10,000 compared to over $20,000 additional costs for the panels. But would the foam insulation be as effective? Do you have any suggestions of materials or contractors that would help me construct the best home for the money. I am trying to get a bid from Wink with Premier based on you reference. + +Thank you for your help. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/sent_items/277.","Message-ID: <22654157.1075858643908.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 14:40:51 -0700 (PDT) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +I won't be in the office on Thursday. I am getting my knee scoped. I will be at home in the afternoon. 713-463-8626. + +If you need to email me use pallen70@hotmail.com. + +I will be in the office on Friday. + +Phillip" +"allen-p/sent_items/278.","Message-ID: <6278810.1075858643930.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 09:09:53 -0700 (PDT) +From: k..allen@enron.com +To: monica.l.brown@accenture.com +Subject: RE: Topic Outlines +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'monica.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Monica, + +The outlines you just dropped off are fine. + +Phillip + -----Original Message----- +From: monica.l.brown@accenture.com@ENRON [mailto:IMCEANOTES-monica+2El+2Ebrown+40accenture+2Ecom+40ENRON@ENRON.com] +Sent: Thursday, October 04, 2001 12:23 PM +To: pallen@enron.com +Cc: sheri.a.righi@accenture.com +Subject: Topic Outlines + +Phillip - + +Thank you for giving us your feedback on the first seven topic outlines. +I've incorporated your thoughts, but was hoping you could take a look at +them since we didn't have a chance to go over them together. The outlines +and explanations are below. Could you respond back by EOD Monday in hopes +for us to send these outlines for Final Signoff? + +Lastly, I was wondering if I could stop by (your's or Ina's desk) and pick +up your comments about the last three topic outlines by EOD Monday. Can you +let me know if this is possible? + +Organizational Structure. +You jotted down ""Jeff Gosset, M to M, P&L, and Positions"". We have an +entire section about Mark to Market in the Risk Management Inputs topic. +P&L statements and Position reports are large sections in the Accounting +and Reporting topic. In addition, we discuss Mid Office in the Overview +page of this topic (org. structure). Is this enough or were you thinking +something in addition to what I just mentioned. +(See attached file: Framework Org Structure_4.doc) + +Accounting and Reporting +I've incorporated the areas of ""G&L, cash payments, and reconcilation into +the last section of the outline. Is this what you were thinking? +(See attached file: Framework AR_5.doc) + +Thank you for your time, + +Monica L. Brown +Accenture +PDP Experienced Analyst +Houston - 2929 Allen Parkway +Direct Dial: +1 713 837 1749 +VPN & Octel: 83 / 71749 +Fax: +1 713 257 7211 +email: monica.l.brown@accenture.com + + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + - Framework Org Structure_4.doc << File: Framework Org Structure_4.doc >> + - Framework AR_5.doc << File: Framework AR_5.doc >> " +"allen-p/sent_items/279.","Message-ID: <32834965.1075858643952.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 07:36:51 -0700 (PDT) +From: k..allen@enron.com +To: chad.landry@enron.com +Subject: RE: workout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Landry, Chad +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I will be there tomorrow, but I have a bunch of rehab exercises to do for my knee. I probably won't be much of a partner for a couple more weeks. + + -----Original Message----- +From: Landry, Chad +Sent: Monday, October 15, 2001 7:21 AM +To: Allen, Phillip K. +Subject: workout + +sorry i missed this morning. i was out of town this weekend and i just flew in this morning. Tomorrow morning I plan on running on the treadmill from 540 am - 600 am and working out with weights from 6 - 645 am. will you be there tomorrow? + +ckl " +"allen-p/sent_items/28.","Message-ID: <5199482.1075855377264.JavaMail.evans@thyme> +Date: Fri, 14 Dec 2001 11:41:44 -0800 (PST) +From: k..allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'pallen70@hotmail.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + +--------- Inline attachment follows --------- + +From: <""JEFF SMITH"" @ENRON> +To: Allen, Phillip K. +Date: Friday, December 14, 2001 1:36:30 GMT +Subject: + +If you decide to move to Kerrville I know of an excellent builder that I +have worked with in the past. + +He has built numerous custom homes in the Kerrville\Fredericksburg area that +are very high quality. He has excellent long time crews using local German +craftsmen. They do outstanding trim work and framing. Most of his houses +are Texas style with solid rock walls, standing seam roofs, antique wood +flooring, cabinets, etc. + +Let me know if you are interested. + + + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, TX 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com + + + +--------- Inline attachment follows --------- + +From: <""JEFF SMITH"" @ENRON> +To: Allen, Phillip K. +Date: Friday, December 14, 2001 1:16:18 GMT +Subject: + +The seller said she would fax the numbers tomorrow morning (12\14). She +says the NOI is around $300,000 per year. After taking into account the +management fee she says they will accept a price of $2,700,000. + +This is not a bad price for a well maintained\located property with large +average unit sizes. See the attached Excel file for a description of the +property + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, TX 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com + + + - colonial oaks -kerrville no data.xls " +"allen-p/sent_items/280.","Message-ID: <21069390.1075858643973.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 13:36:22 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Managing Directors Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Yes, I will attend the meeting. + + -----Original Message----- +From: Rangel, Ina +Sent: Monday, October 15, 2001 12:06 PM +To: Allen, Phillip K. +Subject: Managing Directors Meeting + +Phillip: + +Will you be attending the managing directors meeting on Monday at the Hyatt? I put you down as a yes, but can cancel. +Let me know + +-Ina" +"allen-p/sent_items/282.","Message-ID: <24831292.1075858644018.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 07:00:34 -0700 (PDT) +From: k..allen@enron.com +To: adrianne.engler@enron.com, karen.buckley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Engler, Adrianne , Buckley, Karen +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Karen, + +I interviewed Agustin Leon and Zoya Raynes. Here are my comments: + +Agustin Leon: Has a lot of experience with quantitative and technical analysis. Programming and language + skills. If not a trader could be an asset to research group. + +Zoya Raynes: Has already been through Salomon's rotational program. Her interest lean more towards + marketing than trading. Seems very talented. + +I would recommend both candidates for further consideration. + +Phillip" +"allen-p/sent_items/283.","Message-ID: <23069285.1075858644039.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 07:30:43 -0700 (PDT) +From: k..allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Heizenrader, Tim +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +Since the three nuclear units have gone down there has been a significant increase in imports into California from the northwest which coincides with increased hydro output. This has continued to suppress Socal gas sendouts. Grand Coulee outflows on Monday and Tuesday have exceeded inflows. Monday: In-69.8, Out-73.4; Tuesday: In-57.7, Out 68.2. The elevation is starting to creep lower. + +Can you help us with these questions? Will this drafting to continue? What is the elevation target for the end of the month? Why did yesterday's inflow decline so much? + +Thank you, + +Phillip Allen" +"allen-p/sent_items/284.","Message-ID: <4022707.1075858644061.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 08:43:47 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Paul Margraves Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I am going to be in a meeting with Accenture on Friday from 9am until 3pm. So I can't meet with Paul Margraves. Have him call me directly and I will set something up. + +Phillip + + -----Original Message----- +From: Rangel, Ina +Sent: Wednesday, October 17, 2001 8:31 AM +To: Allen, Phillip K. +Subject: Paul Margraves Meeting + +Paul Margraves would like to come here and meet with you at 1:30 this Friday. He says it would be a quick 15 minute general meeting. I put him on your calendar and told him if something needed to change I would call him back. Is this okay with you? + +-Ina" +"allen-p/sent_items/285.","Message-ID: <31023137.1075858644083.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 10:26:33 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike , Holst, Keith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Heizenrader, Tim +Sent: Wednesday, October 17, 2001 8:08 AM +To: Allen, Phillip K. +Cc: Nelson, Kourtney +Subject: RE: + + +Phillip: + +The target for end of October is 1283. We're not sure what's driving the day to day variation. Direct effects of recent precipitation, combined with some very big precip forecast errors, are part of the explanation, but there also appears to be something going on with management of the non-treaty storage that BPA's cached upstream in Arrow. We've been looking into that, and hope to get some news via Technical Management Team today. + +From a multi-purpose project manager's perspective, I think that current reservoir elevation is one or two feet too high, so I do expect drawdown by month end. I also suspect that there are some limits in the non-treaty storage approaching that require at least partial withdrawal. + +The net effect should be a rise in production-- no more downstream storage is available and upstream releases will increase, certainly by November 1, but probably earlier. + +Tim + -----Original Message----- +From: Allen, Phillip K. +Sent: Wednesday, October 17, 2001 7:31 AM +To: Heizenrader, Tim +Subject: + +Tim, + +Since the three nuclear units have gone down there has been a significant increase in imports into California from the northwest which coincides with increased hydro output. This has continued to suppress Socal gas sendouts. Grand Coulee outflows on Monday and Tuesday have exceeded inflows. Monday: In-69.8, Out-73.4; Tuesday: In-57.7, Out 68.2. The elevation is starting to creep lower. + +Can you help us with these questions? Will this drafting to continue? What is the elevation target for the end of the month? Why did yesterday's inflow decline so much? + +Thank you, + +Phillip Allen" +"allen-p/sent_items/286.","Message-ID: <3557033.1075858644105.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 09:18:20 -0700 (PDT) +From: k..allen@enron.com +To: wise.counsel@lpl.com +Subject: RE: Huntley followup question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Robert W. Huntley, CFP"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Bob, + +I do have a survey of the sight at home. I will get you a copy tomorrow. + +Regarding contracts, the Texas Real Estate Commission website has copies of the contracts we need. The website is below. I believe the relevant contracts are form #20-4(One to Four Family Residential Contract) and form #OP-H (Seller's Disclosure of Property Condition). A coworker is about to close on a home without using a broker and these are the forms he used. + +I + +Phillip + +http://www.trec.state.tx.us/formsrulespubs/forms/forms-contracts.asp + + + + + + -----Original Message----- +From: ""Robert W. Huntley, CFP"" @ENRON +Sent: Wednesday, October 17, 2001 2:26 PM +To: pallen@enron.com +Subject: Huntley followup question + + +Phillip, + +I forgot to ask if you have a recent survey of the lot from when you closed? I would like to see if we'll have any easement problems above or around the garage area to consider. + +If you find something and it's faxable, please send it to my fax at 281-858-1127. Feel free to call first if you have any comments. + +Thanks, + +Bob Huntley +281-858-0000" +"allen-p/sent_items/287.","Message-ID: <22624185.1075858644128.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 08:16:36 -0700 (PDT) +From: k..allen@enron.com +To: jeff.richter@enron.com +Subject: RE: Check this out - +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Richter, Jeff +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I like the cedar t-111 version better. Why don't you tell this shop teacher not to be to comfortable and that you will be taking his job in two years. + + -----Original Message----- +From: Richter, Jeff +Sent: Tuesday, October 23, 2001 7:45 AM +To: Allen, Phillip K. +Subject: Check this out - + + << File: Mvc-002f.jpg >> << File: Mvc-013f.jpg >> << File: ATT24174.txt >> Phillip, + +Which one should I do, the 8x12 is half the price. + +Jeff + +-----Original Message----- +From: Mel Nelson [mailto:nelsonm@whitehallsd.k12.wi.us] +Sent: Tuesday, October 23, 2001 7:06 AM +To: Richter, Jeff +Subject: + + +October 17, 2001 + +Jeff: + +I talked to your dad and he has mentioned that you might be interested in +having our class build a shed for you. We pretty much make whatever you +would like to the specifications that you prefer. All of our buildings are +durable and solidly constructed. We build them in our shop and the ownner +is rersponsible for their delivery. There is no labor cost so you are only +charged for the materials. + +Our most popular size and style is the 8' x 12' barn . This is the most +economical building that we construct and it is an easier one to haul to a +given site. This building has an exterior of T-111 siding which is cedar +style grooved exterior plywood which can be stained and sealed. We have +usually build them with a 3'-10 1/2"" wide door opening. I would think that +would be wide enough for a four wheeler, but you would have to have your +dad measure your vehicle to make sure.. We have probably built and sold +over 30 of these in the past ten years. The price on this shed usually +varies between $800 and $900. + + + +Your dad also indicated an interest in a 10 x 12 gable style shed which is +a bit bigger and ofcourse more expensive. It has vinyl siding and aluminum +soffit/overhang, I am attaching a picture of one we made for Joe +Pronschinske. This project is a bit harder to transport as it is oversize +and legally you are to obtain an oversize laod permit to haul it. Your +dad indicated that Joe would possibly haul it though. +The picture I am attaching shows a common 3' entry door. We are presently +building a structure for Nolan Goplin that has a overhead 6' wide roll up +door. The price on a 10' x 12' shed with a 6' wide roll-up door would be +roughly $1500. + + +We will build either style and can modify the plans to meet your +needs. With the time we have left in the semester the 8 x 12 would be the +easiest for us to build, but if you let me know right away, by Monday +October 22, that you would like a 10 x12 size we would still be able to +finish that one on time. + +If you have any questions just e-mail me or call: + Whitehall School Disctrict 715-538-4364 + My Home number 715-985-3063. + +Have a good one and take with you later. + +Sincerely, + +Mel Nelson" +"allen-p/sent_items/288.","Message-ID: <5856148.1075858644150.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 12:59:48 -0700 (PDT) +From: k..allen@enron.com +To: randy.bhatia@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Bhatia, Randy +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Randy, + +Why is there a PG&E Citygate position in Mgmt-West? Were these positions created in the last week or so? Can you print a forwards detail and move these deals into FT-PGE? Do not just transfer at mid market. Please move the deals. + +Phillip" +"allen-p/sent_items/289.","Message-ID: <9146182.1075858644171.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 07:24:41 -0700 (PDT) +From: k..allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lavorato, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +John, + +It would be a good idea to pull together the desk heads to air out concerns. We all have questions and don't feel we have all the facts to answer the questions employees are asking. + +The sooner the better. + +Phillip" +"allen-p/sent_items/29.","Message-ID: <11955187.1075855377286.JavaMail.evans@thyme> +Date: Fri, 14 Dec 2001 11:42:43 -0800 (PST) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: kerrville +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""JEFF SMITH"" @ENRON' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +If you get the info from the owner this afternoon, please send it to pallen70@hotmail.com. + + -----Original Message----- +From: ""JEFF SMITH"" @ENRON +Sent: Thursday, December 13, 2001 7:37 PM +To: Allen, Phillip K. +Subject: kerrville + +If you decide to move to Kerrville I know of an excellent builder that I +have worked with in the past. + +He has built numerous custom homes in the Kerrville\Fredericksburg area that +are very high quality. He has excellent long time crews using local German +craftsmen. They do outstanding trim work and framing. Most of his houses +are Texas style with solid rock walls, standing seam roofs, antique wood +flooring, cabinets, etc. + +Let me know if you are interested. + + + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, TX 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com +" +"allen-p/sent_items/290.","Message-ID: <7034518.1075858644194.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 10:49:39 -0700 (PDT) +From: k..allen@enron.com +To: wise.counsel@lpl.com +Subject: RE: Huntley update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Robert W. Huntley, CFP"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Thanks for the update. + + -----Original Message----- +From: ""Robert W. Huntley, CFP"" @ENRON +Sent: Wednesday, October 24, 2001 11:35 AM +To: Allen, Phillip K. +Subject: Huntley update + +Greetings Phillip, + +I received your phone message. Thanks for the update. I have been talking +with contractors and Spring Valley. At this point we are trying to +determine whether the addition over the garage would be workable. Heather +probably told you that I am meeting with a contractor on 11/7 at your home +to get a firm bid on the project. I spoke today with the Spring Valley +building consultant and faxed him some detail. There are a couple of +possible problems he is looking at and we'll possibly need to get a variance +from the decision makers when the time comes. + +In the meantime, I printed out the earnest money contract and sellers +disclosure forms from the website you found. We are waiting on the final +word from Spring Valley to move ahead. I'll let you know when we have some +new information. + +Thanks, + +Bob Huntley + +----- Original Message ----- +From: +To: +Sent: Thursday, October 18, 2001 9:18 AM +Subject: RE: Huntley followup question + + +Bob, + +I do have a survey of the sight at home. I will get you a copy tomorrow. + +Regarding contracts, the Texas Real Estate Commission website has copies of +the contracts we need. The website is below. I believe the relevant +contracts are form #20-4(One to Four Family Residential Contract) and form +#OP-H (Seller's Disclosure of Property Condition). A coworker is about to +close on a home without using a broker and these are the forms he used. + +I + +Phillip + +http://www.trec.state.tx.us/formsrulespubs/forms/forms-contracts.asp + + + + + + -----Original Message----- + From: ""Robert W. Huntley, CFP"" @ENRON + Sent: Wednesday, October 17, 2001 2:26 PM + To: pallen@enron.com + Subject: Huntley followup question + + + Phillip, + + I forgot to ask if you have a recent survey of the lot from when you + closed? I would like to see if we'll have any easement problems + above or around the garage area to consider. + + If you find something and it's faxable, please send it to my fax at + 281-858-1127. Feel free to call first if you have any comments. + + Thanks, + + Bob Huntley + 281-858-0000 + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** +" +"allen-p/sent_items/291.","Message-ID: <16893800.1075858644217.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 05:18:22 -0700 (PDT) +From: k..allen@enron.com +To: m..tholt@enron.com +Subject: FW: FERC Special Meetings on Friday 10/26/01 and Monday 10/29/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Tholt, Jane M. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Capitol Connection >@ENRON +Sent: Wednesday, October 24, 2001 11:37 AM +To: (Recipient list suppressed)@ENRON +Subject: FERC Special Meetings on Friday 10/26/01 and Monday 10/29/01 + +The Capitol Connection is pleased to announce that it will broadcast (via +the internet and telephone Only) the following Federal Energy Regulatory +Commission Special Meetings: + +Friday, October 26, 9.30 a.m. ET +Topic: Interstate Natural Gas Facility Planning Seminar, Presentation of +Staff Findings + +Monday, October 29, 1:00 p.m. ET +Topic: Technical Conference Concerning West-Wide Price Mitigation for +Winter Season & Procedures for seeking participation + +If you have an annual subscription to the Capitol Connection internet +service, these meetings are included in the annual fee. Please contact us +if you are interested in signing up for either of these meetings or want to +get an annual subscription to our internet service. + +The Capitol Connection offers FERC meetings live via the Internet, as well +as via Phone Bridge, and satellite, please visit our website at +www.capitolconnection.org . or send e-mail to capcon@gmu.edu for more +information. If there is a meeting you are interested in receiving, please +call 703-993-3100. + +David Reininger + + +Meeting dates and times are subject to change without notice. For current +information, you can go to our website at www.capitolconnection.org and +select the FERC link or you can go to the FERC web page at www.ferc.fed.us . +The FERC Office of the Secretary can be reached at 202.208.0400. + +" +"allen-p/sent_items/292.","Message-ID: <30059922.1075858644239.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 12:07:27 -0700 (PDT) +From: k..allen@enron.com +To: scott.neal@enron.com +Subject: FW: Distribution Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Neal, Scott +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Ratcliff, Renee +Sent: Thursday, October 25, 2001 12:05 PM +To: Allen, Phillip K. +Subject: Distribution Form + +Phillip, + +Pursuant to your request, please see the attached. + +Thanks, + +Renee + + " +"allen-p/sent_items/293.","Message-ID: <21595278.1075858644261.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 12:08:52 -0700 (PDT) +From: k..allen@enron.com +To: wise.counsel@lpl.com +Subject: RE: Huntley/question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Robert W. Huntley, CFP"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I will try and find my title policy this evening. + + -----Original Message----- +From: ""Robert W. Huntley, CFP"" @ENRON +Sent: Thursday, October 25, 2001 1:50 PM +To: Allen, Phillip K. +Subject: Huntley/question + + +Phillip, + +Could you please do me a favor? I would like to read your current title policy to see what it says about easements. You should have received a copy during your closing. I don't know how many pages it will be but let me know how you want to handle getting a copy made. I'll be happy to make the copy, or whatever makes it easy for you. + +Thanks, + +Bob Huntley" +"allen-p/sent_items/294.","Message-ID: <27103629.1075858644283.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 13:41:56 -0700 (PDT) +From: k..allen@enron.com +To: renee.ratcliff@enron.com +Subject: RE: Distribution Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ratcliff, Renee +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Renee, + +Thank you for the forms. I am trying to estimate my tax obligation. It is my understanding that the account balance will be treated as ordinary income. What about Social Security and Medicare taxes? I thought those were already deducted. Also, the are no earnings on the deferrals I have made. On the contrary, there are losses. Is it possible to recoup any taxes paid? + +Thanks for you help. + +Phillip + -----Original Message----- +From: Ratcliff, Renee +Sent: Thursday, October 25, 2001 12:05 PM +To: Allen, Phillip K. +Subject: Distribution Form + +Phillip, + +Pursuant to your request, please see the attached. + +Thanks, + +Renee + + << File: Request For Distribution_1994 Plan.doc >> << File: Request for Distribution Procedures_1994 Plan.doc >> " +"allen-p/sent_items/295.","Message-ID: <29279990.1075858644304.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 14:32:32 -0700 (PDT) +From: k..allen@enron.com +To: renee.ratcliff@enron.com +Subject: RE: Distribution Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ratcliff, Renee +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Thanks + -----Original Message----- +From: Ratcliff, Renee +Sent: Thursday, October 25, 2001 2:05 PM +To: Allen, Phillip K. +Subject: RE: Distribution Form + +Phillip, + +The Social Security and Medicare tax has been previously withheld on your deferral. You would be subject to only Federal Income Tax withholding on the distribution. I checked with my director (Pam Butler) on your question about recouping taxes already paid. It is my understanding that you cannot recoup these taxes. + +Thanks, + +Renee + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, October 25, 2001 3:42 PM +To: Ratcliff, Renee +Subject: RE: Distribution Form + + +Renee, + +Thank you for the forms. I am trying to estimate my tax obligation. It is my understanding that the account balance will be treated as ordinary income. What about Social Security and Medicare taxes? I thought those were already deducted. Also, the are no earnings on the deferrals I have made. On the contrary, there are losses. Is it possible to recoup any taxes paid? + +Thanks for you help. + +Phillip + -----Original Message----- +From: Ratcliff, Renee +Sent: Thursday, October 25, 2001 12:05 PM +To: Allen, Phillip K. +Subject: Distribution Form + +Phillip, + +Pursuant to your request, please see the attached. + +Thanks, + +Renee + + << File: Request For Distribution_1994 Plan.doc >> << File: Request for Distribution Procedures_1994 Plan.doc >> " +"allen-p/sent_items/296.","Message-ID: <33059747.1075858644328.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 14:36:54 -0700 (PDT) +From: k..allen@enron.com +To: kirk.mcdaniel@enron.com +Subject: RE: Topic Framework Deliverable - Sign-Off for Acceptance +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McDaniel, Kirk +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +These are fine. + + -----Original Message----- +From: McDaniel, Kirk +Sent: Tuesday, October 23, 2001 1:36 PM +To: Allen, Phillip K.; O'rourke, Tim; Frolov, Yevgeny +Subject: Topic Framework Deliverable - Sign-Off for Acceptance +Importance: High + +Gentlemen + +Good day. I hope all is going well. + +If I do not hear from you by COB tomorrow I will take your silence as acceptance and that their are no non-conformities to prevent acceptance of this deliverable. This action is necessary as contractually we are coming to the end of the acceptance period for this deliverable. + +Good news is that this deliverable and the High level design deliverable are the last two deliverables for the Design Phase of the project. Thanks + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 10/23/2001 03:31 PM --------------------------- + + +Kirk McDaniel +10/19/2001 08:39 AM +To: Phillip K Allen/Enron@EnronXGate, Tim O'Rourke/Enron@EnronXGate, Yevgeny Frolov/Enron@EnronXGate +cc: Ed McMichael/Enron@EnronXGate, Dutch Quigley/Enron@EnronXGate +Subject: Topic Framework Deliverable - Sign-Off for Acceptance + +Phillip/Tim/Yevgeny +The attached zip file contains the 10 topic frameworks for sign off. Phillip you have reviewed these documents and given them the thumbs up prior to my input. The email below from Monica summarizies my minor input and after reading Monica email, if no red flags or concerns or raised you can again give your approval without necessarily reviewing the attachments again. + +Tim and Yevegeny (If possible), please review the attachment, the email below and provide input no later then COB 10/22. Thanks + +Cheers +Kirk + +Note: Please notice that Accenture is putting how long it takes them to complete tasks in their emails to us. + + + - Topic Framework_Final.zip << File: Topic Framework_Final.zip >> +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 10/19/2001 08:29 AM --------------------------- + + +monica.l.brown@accenture.com on 10/18/2001 11:04:02 AM +To: kmcdani@enron.com +cc: sheri.a.righi@accenture.com +Subject: Topic Framework Updates! + + +Hi Kirk, + +Here are the answers to some of your questions and concerns on the Topic +Frameworks. These updates, along with discussions with SMEs, took a total +of one hour. + +Accounting and Reporting - (1) Deal Flow - <> +there is no difference between an Orginator/Marketer on the deal flow, +they stated that a deal is a deal and it is the same for everyone. (2) +Roles associated within the Desk - <> Admin +support and Commerical support should not be added. We are concentrating +on the major roles within a desk, any more granular could be inaccurate +because it is different for every company. Admin support - answers the +phones and Commerical support runs the books in the back office. + +Commodity Fundamentals - (1) Broker fees and Margin calls were added in the +overview, <> it was worth mentioning, but +wholesale is exempt from fees and taxes. (2) Industrial, Retail and +Wholesale was added as an i.e., by consumption by consumer + +Organizational Structure - (1) Communication - Inter/Intra department +communications were added into the Challenges of Managing Trading Function +and Trading System. Inter department communication (i.e., between +departments within organization) and Intra department communications (i.e., +between roles on a desk after a trade/deal) (between desks, internal +communication between Marketer, Originator, Structurer and Trader, after a +trade and reconciling position reports) + +Risk Management Inputs - Consequences within VaR guidelines was added to +""Trading outside of prescribed VaR guidelines + +Swaps - Types of credit classifications was added to Credit Review under +Protecting Againist Loss. + +The note for the references used was included on every topic framework - +*Note: Please note in your assignments when using additional resources +other than the BRM course material and your own knowledge. Please do not +copy and paste from Derivatives 1 or any other resource material. This will +significantly help us deter any copyright infringements. Thank you + +Let me know if you have any questions! + +Thanks, +Monica L. Brown +Accenture +PDP Experienced Analyst +Houston - 2929 Allen Parkway +Direct Dial: +1 713 837 1749 +VPN & Octel: 83 / 71749 +Fax: +1 713 257 7211 +email: monica.l.brown@accenture.com + + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 10/19/2001 08:29 AM --------------------------- + + +sheri.a.righi@accenture.com on 10/18/2001 11:11:04 AM +To: kmcdani@enron.com +cc: donald.l.barnhart@accenture.com, monica.l.brown@accenture.com +Subject: Topic Frameworks - Updates Completed + + +Kirk - + +Thank you for your timely feedback. Per our discussions, we have updated +all of the topic frameworks and attached them below. In addition, Monica +has sent you an email describing the changes she has made and explanations +around why some changes weren't made (SME's responses to your questions). + +These updates, along with discussions with SMEs, took a total of one hour. + +(See attached file: Topic Framework_Final.zip) + +Sheri A. Righi +Accenture +Human Performance Service Line +Hartford - One Financial Plaza +Direct Dial: 860 756 2245 +VPN & Octel: 765 2245 +e-mail: sheri.a.righi@Accenture.com + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + - Topic Framework_Final.zip << File: Topic Framework_Final.zip >> + + +" +"allen-p/sent_items/299.","Message-ID: <5092291.1075858644394.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 07:57:48 -0800 (PST) +From: k..allen@enron.com +To: msimpkins@winstead.com +Subject: RE: Blackline of First Amendment to Contract +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Simpkins, Michelle"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Michelle, + +Here are my comments: + +Section 9b- It is my understanding that the Utility lines are currently under construction and should be finished by late February 2002. Can we reference the work that is being performed by the contractor, JC Evans. I want to avoid any ambiguity regarding the ""Utility Lines"". Also can we make the same distinction in the Utility Construction Escrow Agreement in Section C. + + Section 10- Please change to Purchaser can extend closing for 3 successive periods of 30 days each for $10,000 per extension, not applicable to purchase price and non-refundable. + +Also, I would prefer to sign the first amendment and the utility escrow documents at the same time since they reference each other. + +I have sent Mike B. a copy of this email. + +Thank you, + +Phillip + -----Original Message----- +From: ""Simpkins, Michelle"" @ENRON +Sent: Thursday, October 25, 2001 1:28 PM +To: 'pallen@enron.com'; 'pallen70@hotmail.com' +Subject: Blackline of First Amendment to Contract + + <<3MMPRED.DOC>> +Phillip, + +Enclosed please find a blackline of the First Amendment to Contract showing +the revisions. I have forwarded a clean version of the Amendment to you for +your signature. If you have any questions or concerns, please contact me at +(512) 370-2836. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + - 3MMPRED.DOC << File: 3MMPRED.DOC >> " +"allen-p/sent_items/3.","Message-ID: <20939836.1075855376722.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 13:35:58 -0800 (PST) +From: k..allen@enron.com +To: h..lewis@enron.com, dutch.quigley@enron.com, ed.mcmichael@enron.com, + c..aucoin@enron.com +Subject: FW: Zero Option +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lewis, Andrew H. , Quigley, Dutch , McMichael Jr., Ed , Aucoin, Berney C. +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +The project coordinators believe they can reach a solution with Accenture in which Enron pays no additional fees but the project is completed in a slightly scaled back form. This allows Accenture to have a completed project and no more cash goes out the door. + +The effort from the SME's should be complete by Christmas. Please push forward with the review of the knowledge layer. + +Phillip + + + + + + -----Original Message----- +From: Frolov, Yevgeny +Sent: Tuesday, November 20, 2001 2:51 PM +To: Allen, Phillip K. +Cc: O'rourke, Tim; Coleman, Brad; McDaniel, Kirk +Subject: Zero Option + + +Phillip, + + +It will go along this lines: (Conservative) + +***************************************************** +We pay ""0"" going forward +We have already played 300K in 3Q2001 +Outstanding bill for $27,740 will hit Enron Q1, 2002 + +Enron and surviving entity will have the right to use it internally + +We value Enrons SME time @ around 300K + +Accenture will have the right to use it internally and modify the product at its will for internal & external use. + +This arrangement will void 900K Enrons Revenue from Accenture + +Enron would receive 0% royalty on all external sales. I was thinking to stay away from royalty as we do not know what will be new company position on this matter. Also, I do not think Accenture will want to enter into partnership structure with a ghost company unless we get Dinergy involved. + +*********************************************************************** + +If we do not reach the agreement: 1. Terminate and pay around 500-600k (estimate) The payment could be deferred in to 2Q 2002 or + 2. Continue ""as is"" with payment differed for 90 days or merger. + +We are sending Accenture official notice as of tomorrow we have 10 business days to workout solution or terminate. + +Any comments or suggestions? + + +Regards, + +Yevgeny + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, November 20, 2001 12:32 PM +To: Frolov, Yevgeny +Subject: RE: BRM Case & Options + +Yevgeny, + +Please send me an email describing the zero option so I can pass it along to the other SME's. + +Phillip + + -----Original Message----- +From: Frolov, Yevgeny +Sent: Monday, November 19, 2001 10:26 AM +To: Allen, Phillip K. +Cc: McDaniel, Kirk; Coleman, Brad; O'rourke, Tim +Subject: BRM Case & Options +Importance: High + +Phillip, + +I am following up to our BRM conversation from Friday. Obviously it is a valid questions to ask and as you requested I am attaching two documents: one summarizing the options and 2nd cash flow impact. In the cash flow impact Case 2 & 3 already account for additional cut of 100k from existing cost. (it comes from Expenses such as projected traveling 30K+Cut in Media 20K + Cut in sim exercises 50K) The cut in sim exercises need to be confirmed with you. A total of two sims could be cut one. Accenture will address this question tomorrow during the meeting. Also, I will ask them to cut the meeting by 10 min, thus we can go over the documents and can answer your questions. I am not sure what is Tim's schedule for tomorrow, but at least Kirk and myself will be around. + +Obviously cutting sims is not the best options but we are considering all alternatives at this time. We will continue to review how to cut labor and expenses. +One question that it would be good if you think about it before we meet is as follow. Is BRM ""core"" to the Enron for next few months or new organization? Please consider the costs of finishing this project. + + +Sincerely, + + +Yevgeny Frolov +713-345-8250 w + << File: BRM Cash Flow Cases.xls >> << File: BRM Contingency Numbers Rev3.xls >> " +"allen-p/sent_items/30.","Message-ID: <6898640.1075855377307.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 08:17:23 -0800 (PST) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Can you fax me the rent roll? 713-646-2391. +Also please send the unit mix and square footages again. + +Thanks, + +Phillip" +"allen-p/sent_items/300.","Message-ID: <22346407.1075858644416.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 07:58:54 -0800 (PST) +From: k..allen@enron.com +To: michaelb@amhms.com +Subject: FW: Blackline of First Amendment to Contract +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'michaelb@amhms.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, October 29, 2001 7:58 AM +To: '""Simpkins, Michelle"" >@ENRON' +Subject: RE: Blackline of First Amendment to Contract + + +Michelle, + +Here are my comments: + +Section 9b- It is my understanding that the Utility lines are currently under construction and should be finished by late February 2002. Can we reference the work that is being performed by the contractor, JC Evans. I want to avoid any ambiguity regarding the ""Utility Lines"". Also can we make the same distinction in the Utility Construction Escrow Agreement in Section C. + + Section 10- Please change to Purchaser can extend closing for 3 successive periods of 30 days each for $10,000 per extension, not applicable to purchase price and non-refundable. + +Also, I would prefer to sign the first amendment and the utility escrow documents at the same time since they reference each other. + +I have sent Mike B. a copy of this email. + +Thank you, + +Phillip + -----Original Message----- +From: ""Simpkins, Michelle"" >@ENRON +Sent: Thursday, October 25, 2001 1:28 PM +To: 'pallen@enron.com'; 'pallen70@hotmail.com' +Subject: Blackline of First Amendment to Contract + + <<3MMPRED.DOC>> +Phillip, + +Enclosed please find a blackline of the First Amendment to Contract showing +the revisions. I have forwarded a clean version of the Amendment to you for +your signature. If you have any questions or concerns, please contact me at +(512) 370-2836. Thanks. + +Michelle L. Simpkins +Winstead Sechrest & Minick P.C. +100 Congress Avenue, Suite 800 +Austin, Texas 78701 +(512) 370-2836 +(512) 370-2850 Fax +msimpkins@winstead.com + + + - 3MMPRED.DOC << File: 3MMPRED.DOC >> " +"allen-p/sent_items/301.","Message-ID: <1310500.1075858644438.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 08:07:57 -0800 (PST) +From: k..allen@enron.com +To: adrianne.engler@enron.com +Subject: RE: the candidate we spoke about this morning... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Engler, Adrianne +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Adrianne, + +I cannot download his resume. Please resend. + +Phillip + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 7:34 AM +To: Allen, Phillip K. +Subject: the candidate we spoke about this morning... + + + + +Phillip - + +This is the candidate I spoke with you about this morning... + +Brent currently works in our London office as an Analyst and is looking to come over to the Houston office. We would like to get him into the November 1st interviews. + +His contact information is on the resume, but here is his number as well +44-20-778-35558 ....for a London line direct to Brent dial 844-35558 + +Thank you! +Adrianne +x57302 + +the resume is attached...." +"allen-p/sent_items/302.","Message-ID: <13867431.1075858644459.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 08:35:27 -0800 (PST) +From: k..allen@enron.com +To: brent.dornier@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Dornier, Brent +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Brent, + +Please call me so we can do a 15 minute phone interview regarding your interest in the trading track program. + +Phillip Allen +West gas trading +713-853-7041" +"allen-p/sent_items/303.","Message-ID: <833243.1075858644481.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 08:36:40 -0800 (PST) +From: k..allen@enron.com +To: adrianne.engler@enron.com +Subject: RE: the candidate we spoke about this morning... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Engler, Adrianne +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Left message and sent email. I will let you know as soon as I have spoken to him. + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 8:10 AM +To: Allen, Phillip K. +Subject: RE: the candidate we spoke about this morning... + +Phillip - + +Lets try this one....Thanks! + +Adrianne + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, October 29, 2001 10:08 AM +To: Engler, Adrianne +Subject: RE: the candidate we spoke about this morning... +Adrianne, + +I cannot download his resume. Please resend. + +Phillip + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 7:34 AM +To: Allen, Phillip K. +Subject: the candidate we spoke about this morning... + + + + +Phillip - + +This is the candidate I spoke with you about this morning... + +Brent currently works in our London office as an Analyst and is looking to come over to the Houston office. We would like to get him into the November 1st interviews. + +His contact information is on the resume, but here is his number as well +44-20-778-35558 ....for a London line direct to Brent dial 844-35558 + +Thank you! +Adrianne +x57302 + +the resume is attached...." +"allen-p/sent_items/304.","Message-ID: <12118801.1075858644503.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 09:02:16 -0800 (PST) +From: k..allen@enron.com +To: monica.l.brown@accenture.com +Subject: RE: Confirmation: Risk Management Simulation Meeting 10/30/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'monica.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please send more details regarding this meeting + + -----Original Message----- +From: monica.l.brown@accenture.com@ENRON +Sent: Monday, October 29, 2001 8:39 AM +To: pallen@enron.com +Cc: sheri.a.righi@accenture.com +Subject: Confirmation: Risk Management Simulation Meeting 10/30/01 + +Hi Phillip, + +This message is to confirm our meeting with you on, Tuesday, October 30th +from 9:00 am - 10:00 am, the location will be EB 3267. Attendees will be +Monica Brown and Sheri Righi. + +Let me know if you have any questions. I can be reached at 713-345-6687. + +Thanks, +Monica L. Brown +Accenture +Houston - 2929 Allen Parkway +Direct Dial: +1 713 837 1749 +VPN & Octel: 83 / 71749 +Fax: +1 713 257 7211 +email: monica.l.brown@accenture.com + + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/sent_items/305.","Message-ID: <5299392.1075858644525.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 09:05:08 -0800 (PST) +From: k..allen@enron.com +To: adrianne.engler@enron.com +Subject: RE: the candidate we spoke about this morning... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Engler, Adrianne +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Adrianne, + +I spoke to Brent D. I would recommend that he is given a chance to interview for the program. + +Phillip + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 8:10 AM +To: Allen, Phillip K. +Subject: RE: the candidate we spoke about this morning... + +Phillip - + +Lets try this one....Thanks! + +Adrianne + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, October 29, 2001 10:08 AM +To: Engler, Adrianne +Subject: RE: the candidate we spoke about this morning... +Adrianne, + +I cannot download his resume. Please resend. + +Phillip + +-----Original Message----- +From: Engler, Adrianne +Sent: Monday, October 29, 2001 7:34 AM +To: Allen, Phillip K. +Subject: the candidate we spoke about this morning... + + + + +Phillip - + +This is the candidate I spoke with you about this morning... + +Brent currently works in our London office as an Analyst and is looking to come over to the Houston office. We would like to get him into the November 1st interviews. + +His contact information is on the resume, but here is his number as well +44-20-778-35558 ....for a London line direct to Brent dial 844-35558 + +Thank you! +Adrianne +x57302 + +the resume is attached...." +"allen-p/sent_items/306.","Message-ID: <13424109.1075858644547.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 09:43:33 -0800 (PST) +From: k..allen@enron.com +To: monica.l.brown@accenture.com +Subject: RE: Confirmation: Risk Management Simulation Meeting 10/30/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'monica.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Can we meet from 10am-11am instead? + + -----Original Message----- +From: monica.l.brown@accenture.com@ENRON +Sent: Monday, October 29, 2001 9:16 AM +To: Allen, Phillip K. +Cc: sheri.a.righi@accenture.com +Subject: RE: Confirmation: Risk Management Simulation Meeting 10/30/01 + + +Sheri and I would like to discuss the practice questions and graphic ideas +with you for the the Knowledge System. We wanted to get some feedback from +you as well as your input. + +Thanks, +Monica + + + + + + Phillip.K.Allen@enron.c + om To: Monica L. Brown/Internal/Accenture@Accenture + cc: + 10/29/2001 09:02 AM Subject: RE: Confirmation: Risk Management Simulation Meeting + 10/30/01 + + + + + +Please send more details regarding this meeting + + -----Original Message----- + From: monica.l.brown@accenture.com@ENRON + Sent: Monday, October 29, 2001 8:39 AM + To: pallen@enron.com + Cc: sheri.a.righi@accenture.com + Subject: Confirmation: Risk Management Simulation Meeting 10/30/01 + + Hi Phillip, + + This message is to confirm our meeting with you on, Tuesday, October + 30th + from 9:00 am - 10:00 am, the location will be EB 3267. Attendees will + be + Monica Brown and Sheri Righi. + + Let me know if you have any questions. I can be reached at + 713-345-6687. + + Thanks, + Monica L. Brown + Accenture + Houston - 2929 Allen Parkway + Direct Dial: +1 713 837 1749 + VPN & Octel: 83 / 71749 + Fax: +1 713 257 7211 + email: monica.l.brown@accenture.com + + + + This message is for the designated recipient only and may contain + privileged or confidential information. If you have received it in + error, + please notify the sender immediately and delete the original. Any + other + use of the email by you is prohibited. + + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of +the intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or +reply to Enron Corp. at enron.messaging.administration@enron.com and delete +all copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** + + + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/sent_items/307.","Message-ID: <32564761.1075858644569.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 12:10:45 -0800 (PST) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: RE: Bishops Corner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Greg Thorse"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +I would rather sign and fax copies of the necessary contracts then follow up with originals through the mail. + +Phillip + + -----Original Message----- +From: ""Greg Thorse"" @ENRON +Sent: Monday, October 29, 2001 11:00 AM +To: Allen, Phillip K. +Subject: Bishops Corner + +Phillip, + +I need to get the contract for Galaxy and Grande executed today. In addition +I will need to close the loan at the title company in Hays County this week. +If you elect me vice-president of Bishops Corner, Inc., I can take care of +all of the documents. From a logistics standpoint this probably would be +the best way to handle it. + +Please let me know today if possible so I can send them to the lender. + + +Sincerely, + + +Greg Thorse" +"allen-p/sent_items/308.","Message-ID: <9608796.1075858644591.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 13:27:12 -0800 (PST) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +I need to pull together the Bishops Corner organization documents so we can close on the bank loan. Did Keith and I take the originals or did we leave them with you? I know we still need to issue the shares for the GP. + +Please drop me a note. + +Phillip Allen" +"allen-p/sent_items/309.","Message-ID: <31121844.1075858644613.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 13:55:38 -0800 (PST) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: FW: Properties for sale +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: ""Jeff Smith"" >@ENRON +Sent: Tuesday, October 23, 2001 3:15 PM +To: Allen, Phillip K. +Subject: Properties for sale + +There are three other deals that I will fax to you. let me know if you have +an interest. + +Thanks, + +Jeff Smith +The Smith Company +9400 Circle Drive +Austin, Texas 78736 +512-394-0908 office +512-394-0913 fax +512-751-9728 mobile +jsmith@austintx.com + + - Metropolitan sales sheet.xls + - south center oaks sales sheet.xls + - Treaty Oaks Sales Sheet.xls " +"allen-p/sent_items/31.","Message-ID: <14888377.1075855377329.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 11:16:38 -0800 (PST) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + +Greg, + +I plugged the data on Colonial Oaks into your format. The actual NOI for 2001 is around 305,000. But there is not a professional management company. Subtracting $25,000 for management costs the NOI would be $280,000. However, I increased the taxes and a few other expenses to bring total expenses up to $3,000/unit. This would yield an NOI of $240,000. Comparing the rents charged to the other 17 properties, it doesn't look like the rents have a great deal of upside. + +The asking price is $2,700,000. Using $240,000 would make this an 8.9 cap. Using the seller's NOI of $280,000 would be a 10.4 cap. The cost per unit is $33,750 for a 1969 project. The cost per square foot is 36.58. + +The numbers would be better if the property was offered at $2.5 million. Jeff Smith claims that $2.7 million is as low as the seller will go. This property has not been on the market. So I would like your input of what the market would pay for it. If $280,000 is a reasonable NOI, then I would thing it would be sold fairly quickly for $2.7 million. It does have the benefit of all brick exterior and elderly tenants. Plus the location is by far the most convenient. + +Financing is the other consideration. I am assuming 25 year, 7%, and 25% down. What do you think could actually be achieved? Can you put me in contact with a lender? + +I will follow up with a phone call. + +Thanks, + +Phillip" +"allen-p/sent_items/32.","Message-ID: <13561072.1075855377351.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 14:22:49 -0800 (PST) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Jeff, + +I reviewed your revised offer sheet. I am OK with the effective income of $484K. Her records show basically no other income ($75/month), so I subtracted $3,000 from your number. The expenses just need to reflect $20,000 more property taxes and the numbers should be right on. $484 less $244 would be $240 of NOI. I spoke to Jim Murnane this afternoon. He feels this property would most likely warrant 7.5% and a 30 year amortization. See the attached spreadsheets. + + + + + " +"allen-p/sent_items/33.","Message-ID: <19241893.1075855377372.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 14:41:40 -0800 (PST) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Here is lakeside in your format. Looks like 11% cash on cash plus whatever principal is paid on the note. My biggest concern is that actual vacancies and concessions have been higher than in the pro forma used to underwrite the offering. Also expenses were higher. Why would we be able to do any better than the existing management? + + + +I would like to come see it again on Wednesday. I would be bringing 1 or 2 others. Could we see it in the morning around 9:30 or 10 am? + +Phillip" +"allen-p/sent_items/34.","Message-ID: <896467.1075855377394.JavaMail.evans@thyme> +Date: Mon, 17 Dec 2001 14:57:44 -0800 (PST) +From: k..allen@enron.com +To: john.lavorato@enron.com +Subject: FW: Chase Backtest +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lavorato, John +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: Hayden, Frank +Sent: Monday, December 17, 2001 4:54 PM +To: Allen, Phillip K. +Cc: Gossett, Jeffrey C.; White, Stacey W. +Subject: FW: Chase Backtest + +Attached is the file I'm proposing to send to Chase with suggested wording. To eliminate ""Chase"" from using data to ""back-in"" to pnl, we deleted all up days, and forwarded out corrected data, per files received from Jeff and Stacey. + +Please review and provide feedback. Additionally, if you are comfortable with data, please authorize its release. + +Thanks +Frank + + + + + +""Steve + +Following on from our discussion concerning the back testing data, we have re-checked the underlying data with our middle office. There were some errors in your file which we have now corrected, and for clarity, included losses in the backtest file, since these are what we consider in the backtest process. + +I trust this helps - let us know if you need anything further + +Regards"" +" +"allen-p/sent_items/35.","Message-ID: <987210.1075855377416.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 08:20:38 -0800 (PST) +From: k..allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: RE: try this one for starters +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Hargrove, Mac D [PVTC]"" @ENRON' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Mac, + +This looks good. I won't know exactly what my cash position is until mid January. I will let you know. + +Thanks, + +Keith + + -----Original Message----- +From: ""Hargrove, Mac D [PVTC]"" @ENRON +Sent: Tuesday, December 18, 2001 11:47 AM +To: 'pallen@enron.com' +Subject: FW: try this one for starters + +Phillip, + +This is our muni traders recommendation. Look it over and let me know what +you think. + +Mac + +> ---------- +> From: Martin, Deanna L [MSD] +> Sent: Tuesday, December 18, 2001 11:23 AM +> To: Hargrove, Mac D [PVTC] +> Subject: try this one for starters +> +> <<1.pdf>> +> let me know about questions. +> + + +-------------------------------------------------------------- +Reminder: E-mail sent through the Internet is not secure. +Do not use e-mail to send us confidential information +such as credit card numbers, changes of address, PIN +numbers, passwords, or other important information. +Do not e-mail orders to buy or sell securities, transfer +funds, or send time sensitive instructions. We will not +accept such orders or instructions. This e-mail is not +an official trade confirmation for transactions executed +for your account. Your e-mail message is not private in +that it is subject to review by the Firm, its officers, +agents and employees. +-------------------------------------------------------------- + - 1.pdf << File: 1.pdf >> " +"allen-p/sent_items/36.","Message-ID: <12792381.1075858637829.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 16:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Here is our forecast + + " +"allen-p/sent_items/368.","Message-ID: <17229495.1075862164644.JavaMail.evans@thyme> +Date: Tue, 30 Oct 2001 05:17:09 -0800 (PST) +From: k..allen@enron.com +To: james.bruce@enron.com +Subject: RE: Distribution of report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: Bruce, James +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Is this the weekly fundamentals report produced by Tim Heizenrader's group?= + In Houston, we have been receiving the report on Tuesday afternoon via em= +ail before the fundamentals meeting in Portland. How can distribution thro= +ugh or administrative assistants be more efficient? =20 + +The administrative assistant for the West gas desk is Ina Rangel. Her loca= +tion is EB3210. + +Phillip Allen +713-853-7041 + + -----Original Message----- +From: =09Bruce, James =20 +Sent:=09Monday, October 29, 2001 4:34 PM +To:=09Allen, Phillip K.; Alonso, Tom; Alport, Kysa; Badeer, Robert; Belden,= + Tim; Brown, Kortney; Bruce, James; Bryson, Jesse; Buerkle, Jim; Cadena, An= +gela; Calger, Christopher F.; Chang, Fran; Chen, Andy; Choi, Paul; Clark, E= +d; Comnes, Alan; Conwell, Wendy; Dalia, Minal; Davidson, Debra; Donovan, Te= +rry W.; Driscoll, Michael M.; Dunton, Heather; Dyer, Laird; Eriksson, Fredr= +ik; Etringer, Michael; Fillinger, Mark; Foster, Chris H.; Frost, David; Ful= +ler, Dave; Gilbert, Jim; Gomez, Julie A.; Gray, Stan; Grigsby, Mike; Guilla= +ume, David; Guzman, Mark; Hammond, Don; Holst, Keith; Kaufman, Paul; Lackey= +, Chris; Law, Samantha; Mainzer, Elliot; Malowney, John; Mays, Wayne; Mcdon= +ald, Michael; Mckay, Jonathan; Miller, Stephanie; Motley, Matt; Mullen, Mar= +k; Mumm, Chris; Nelson, Kourtney; Ngo, Tracy; Oh, Jeffrey; Page, Jonalan; P= +arquet, David; Perry, Todd; Polsky, Phil; Presto, Darin; Radous, Paul; Ranc= +e, Susan; Rawson, Lester; Richter, Jeff; Rosman, Stewart; Sacks, Edward; Sa= +lisbury, Holden; Sarnowski, Julie; Savage, Gordon; Scholtes, Diana; Semperg= +er, Cara; Shields, Jeff; Slaughter, Jeff G.; Smith, Sarabeth; Soderquist, L= +arry; Surowiec, Glenn; Swain, Steve; Swerzbin, Mike; Symes, Kate; Thomas, J= +ake; Thome, Stephen; Thome, Stephen; Thompson, Virginia; Van Gelder, John; = +Ward, Kim S (Houston); Wente, Laura; Williams III, Bill; Williams, Bill; Wi= +lliams, Jason R (Credit); Zufferli, John +Subject:=09Distribution of report + + +The method for distribution of the weekly reports has changed. Hard copies= + will now be distributed through your administrative assistant. =20 + +To receive a paper copy of the report, please send me an e-mail request inc= +luding you location and admin. =20 + +The information in these reports is for internal use only and should not be= + the basis for investment decisions. =20 + +Please let me know if you have any questions or comments, + +James Bruce=09 +Enron North America=09=09(503) 464-8122 +West Power Desk=09=09(503) 860-8612 (c) +121 SW Salmon, 3WTC0306=09(503) 464-3740 (fax) +Portland, OR 97204=09=09James.Bruce@Enron.com +" +"allen-p/sent_items/369.","Message-ID: <1376015.1075862164696.JavaMail.evans@thyme> +Date: Tue, 30 Oct 2001 05:21:50 -0800 (PST) +From: k..allen@enron.com +To: wise.counsel@lpl.com +Subject: RE: Huntley/question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Robert W. Huntley, CFP"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Bob, + +I found the warranty deed but I could not find the title policy. I will call the title company that we used to get a copy today. + +Phillip + + -----Original Message----- +From: ""Robert W. Huntley, CFP"" @ENRON +Sent: Monday, October 29, 2001 10:48 AM +To: Allen, Phillip K. +Subject: Re: Huntley/question + +Phillip, + +Have you found the title policy? + +Thanks, + +Bob Huntley + + +----- Original Message ----- +From: +To: +Sent: Thursday, October 25, 2001 11:08 AM +Subject: RE: Huntley/question + + +> I will try and find my title policy this evening. +> +> -----Original Message----- +> From: ""Robert W. Huntley, CFP"" @ENRON +> Sent: Thursday, October 25, 2001 1:50 PM +> To: Allen, Phillip K. +> Subject: Huntley/question +> +> +> Phillip, +> +> Could you please do me a favor? I would like to read your current +> title policy to see what it says about easements. You should have +> received a copy during your closing. I don't know how many pages it +> will be but let me know how you want to handle getting a copy made. +> I'll be happy to make the copy, or whatever makes it easy for you. +> +> Thanks, +> +> Bob Huntley +> +> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +> ********************************************************************** +>" +"allen-p/sent_items/37.","Message-ID: <18312772.1075858637853.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 13:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: outlook.team@enron.com +Subject: Re: 2- SURVEY/INFORMATION EMAIL 5-14- 01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Outlook Migration Team +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + + + +Outlook Migration Team@ENRON +05/11/2001 01:49 PM +To:=09Cheryl Wilchynski/HR/Corp/Enron@ENRON, Cindy R Ward/NA/Enron@ENRON, J= +o Ann Hill/Corp/Enron@ENRON, Sonja Galloway/Corp/Enron@Enron, Bilal Bajwa/N= +A/Enron@Enron, Binh Pham/HOU/ECT@ECT, Bradley Jones/ENRON@enronXgate, Bruce= + Mills/Corp/Enron@ENRON, Chance Rabon/ENRON@enronXgate, Chuck Ames/NA/Enron= +@Enron, David Baumbach/HOU/ECT@ECT, Jad Doan/ENRON@enronXgate, O'Neal D Win= +free/HOU/ECT@ECT, Phillip M Love/HOU/ECT@ECT, Sladana-Anna Kulic/ENRON@enro= +nXgate, Victor Guggenheim/HOU/ECT@ECT, Alejandra Chavez/NA/Enron@ENRON, Ann= +e Bike/Enron@EnronXGate, Carole Frank/NA/Enron@ENRON, Darron C Giron/HOU/EC= +T@ECT, Elizabeth L Hernandez/HOU/ECT@ECT, Elizabeth Shim/Corp/Enron@ENRON, = +Jeff Royed/Corp/Enron@ENRON, Kam Keiser/HOU/ECT@ECT, Kimat Singla/HOU/ECT@E= +CT, Kristen Clause/ENRON@enronXgate, Kulvinder Fowler/NA/Enron@ENRON, Kyle = +R Lilly/HOU/ECT@ECT, Luchas Johnson/NA/Enron@Enron, Maria Garza/HOU/ECT@ECT= +, Patrick Ryder/NA/Enron@Enron, Ryan O'Rourke/ENRON@enronXgate, Yuan Tian/N= +A/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Jay Reitm= +eyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Matthew Lenhart/HOU/ECT@ECT, Mik= +e Grigsby/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT= +@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Ina Norman/HO= +U/ECT@ECT, Jackie Travis/HOU/ECT@ECT, Michael J Gasper/HOU/ECT@ECT, Brenda = +H Fletcher/HOU/ECT@ECT, Jeanne Wukasch/Corp/Enron@ENRON, Mary Theresa Frank= +lin/HOU/ECT@ECT, Mike Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suz= +anne Calcagno/NA/Enron@Enron, Albert Stromquist/Corp/Enron@ENRON, Rajesh Ch= +ettiar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Derek Anderson/HOU/ECT@ECT, Bra= +d Horn/HOU/ECT@ECT, Camille Gerard/Corp/Enron@ENRON, Cathy Lira/NA/Enron@EN= +RON, Daniel Castagnola/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Eva Tow/Corp/En= +ron@ENRON, Lam Nguyen/NA/Enron@Enron, Andy Pace/NA/Enron@Enron, Anna Santuc= +ci/NA/Enron@Enron, Claudia Guerra/NA/Enron@ENRON, Clayton Vernon/Corp/Enron= +@ENRON, David Ryan/Corp/Enron@ENRON, Eric Smith/Contractor/Enron Communicat= +ions@Enron Communications, Grace Kim/NA/Enron@Enron, Jason Kaniss/ENRON@enr= +onXgate, Kevin Cline/Corp/Enron@Enron, Rika Imai/NA/Enron@Enron, Todd DeCoo= +k/Corp/Enron@Enron, Beth Jensen/NPNG/Enron@ENRON, Billi Harrill/NPNG/Enron@= +ENRON, Martha Sumner-Kenney/NPNG/Enron@ENRON, Phyllis Miller/NPNG/Enron@ENR= +ON, Sandy Olofson/NPNG/Enron@ENRON, Theresa Byrne/NPNG/Enron@ENRON, Danny M= +cCarty/ET&S/Enron@Enron, Denis Tu/FGT/Enron@ENRON, John A Ayres/FGT/Enron@E= +NRON, John Millar/FGT/Enron@Enron, Julie Armstrong/Corp/Enron@ENRON, Maggie= + Schroeder/FGT/Enron@ENRON, Max Brown/OTS/Enron@ENRON, Randy Cantrell/GCO/E= +nron@ENRON, Tracy Scott/Corp/Enron@ENRON, Charles T Muzzy/HOU/ECT@ECT, Cora= + Pendergrass/Corp/Enron@ENRON, Darren Espey/Corp/Enron@ENRON, Jessica White= +/NA/Enron@Enron, Kevin Brady/NA/Enron@Enron, Kirk Lenart/HOU/ECT@ECT, Lisa = +Kinsey/HOU/ECT@ECT, Margie Straight/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT,= + Souad Mahmassani/Corp/Enron@ENRON, Tammy Gilmore/NA/Enron@ENRON, Teresa Mc= +Omber/NA/Enron@ENRON, Wes Dempsey/NA/Enron@Enron, Barry Feldman/NYC/MGUSA@M= +GUSA, Catherine Huynh/NA/Enron@Enron +cc:=09=20 +Subject:=092- SURVEY/INFORMATION EMAIL 5-14- 01 + +Current Notes User:=20 + +To ensure that you experience a successful migration from Notes to Outlook,= + it is necessary to gather individual user information prior to your date o= +f migration. Please take a few minutes to completely fill out the followin= +g survey. Double Click on document to put it in ""Edit"" mode. When you finis= +h, simply click on the 'Reply With History' button then hit 'Send' Your su= +rvey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +---------------------------------------------------------------------------= +----------------------------------------------------------------- + +Full Name: Phillip Allen=09=09 + +Login ID: =09pallen + +Extension: =0937041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) =09Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilo= +t, Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? =09 + If yes, who? =20 + +Does anyone have permission to access your Email/Calendar? =09Yes, Ina Ran= +gel + If yes, who? =20 + +Are you responsible for updating anyone else's address book? =09 + If yes, who? =20 + +Is anyone else responsible for updating your address book? =20 + If yes, who? =20 + +Do you have access to a shared calendar? =20 + If yes, which shared calendar? =20 + +Do you have any Distribution Groups that Messaging maintains for you (for m= +ass mailings)? =20 + If yes, please list here: =20 + +Please list all Notes databases applications that you currently use: =20 + +In our efforts to plan the exact date/time of your migration, we also will = +need to know: + +What are your normal work hours? From: 7 To: 5 + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): =20 + + + +" +"allen-p/sent_items/370.","Message-ID: <7688871.1075862164719.JavaMail.evans@thyme> +Date: Tue, 30 Oct 2001 07:37:05 -0800 (PST) +From: k..allen@enron.com +To: andrew.fairley@enron.com +Subject: RE: Amerex - Scott Halprian +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Fairley, Andrew +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Andy, + +I don't know what your need for brokerage services are, but Scott is nice enough as far as brokers go. Personally, I am extremely pleased with the transition to online platforms and find that I can get 90%+ of my business done online. If you have a need for brokers, Scott is a good choice. + +Phillip + + -----Original Message----- +From: Fairley, Andrew +Sent: Tuesday, October 30, 2001 7:13 AM +To: Holst, Keith; Allen, Phillip K. +Subject: Amerex - Scott Halprian + + +Hi guys, + +We met last February when I was over in Houston and you kindly gave me some pointers as to how we in the UK can apply your experiences to the UK market. + +I have had a call from Scott at Amerex saying he is moving to London to set up here. +He has said you would recommend him with a view to working our numbers here in Europe. + +Would you be able to comment favourably or otherwise when you get a minute? + +Many thanks + +Andy" +"allen-p/sent_items/371.","Message-ID: <8741789.1075862164741.JavaMail.evans@thyme> +Date: Tue, 30 Oct 2001 13:29:45 -0800 (PST) +From: k..allen@enron.com +To: m..tholt@enron.com +Subject: FW: November 2001 FERC Open and Special Meeting Notice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Tholt, Jane M. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Capitol Connection >@ENRON +Sent: Tuesday, October 30, 2001 11:42 AM +To: (Recipient list suppressed)@ENRON +Subject: November 2001 FERC Open and Special Meeting Notice + + OPEN MEETINGS FOR NOVEMBER 2001 + +The Capitol Connection is pleased to announce that it will broadcast the +Federal Energy Regulatory Commission Open Meetings on: + + Wednesday, Nov. 7, 2001, 10:00 am ET + Tuesday, Nov. 20, 2001, 10:00 am ET + +Meeting dates and times are subject to change without notice. For current +information, you can go to our website at www.capitolconnection.org for a +link to the FERC's page or you can go to the FERC's web page at +www.ferc.fed.us . The FERC Office of the Secretary can be reached at +202.208.0400. + + + SPECIAL MEETINGS FOR NOVEMBER 2001 + +The Capitol Connection is pleased to announce that it will broadcast (via +the internet and telephone) the following Federal Energy Regulatory +Commission Special Meeting: + +Friday, November 2, 9.00 a.m. - 4:00 p.m. PST (12:00 noon - 7:00 p.m. EST) +Topic: Western Region's Energy Infrastructure and related matters. This +conference is being held at the WestCoast Grand Hotel in Seattle, +Washington. For the contract for this meeting, please go to our website at +www.capitolconnection.org + + +If you have an annual subscription to the Capitol Connection internet +service, these meetings are included in the annual fee. Please contact us +if you are interested in signing up for either of these meetings or want to +get an annual subscription to our internet service. + +The Capitol Connection offers FERC meetings live via the Internet, as well +as via phone bridge, and satellite, please visit our website at +www.capitolconnection.org . or send e-mail to capcon@gmu.edu for more +information. If there is a meeting you are interested in receiving, please +call 703-993-3100. + +Sincerely, + +David Reininger + + + +" +"allen-p/sent_items/372.","Message-ID: <21953424.1075862164763.JavaMail.evans@thyme> +Date: Wed, 31 Oct 2001 05:51:34 -0800 (PST) +From: k..allen@enron.com +To: renee.ratcliff@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ratcliff, Renee +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Renee, + +I wrote ""check"" as the method of distribution on the form I dropped off last Thursday. I thought it would be more likely for the distribution to be made off-cycle. +However, if the distribution could be made on-cycle I would prefer direct deposit. Is this email sufficient notice or do I need to do something else? + +Thank you, + +Phillip Allen" +"allen-p/sent_items/373.","Message-ID: <6665168.1075862164784.JavaMail.evans@thyme> +Date: Wed, 31 Oct 2001 08:04:11 -0800 (PST) +From: k..allen@enron.com +To: melick@texas1031.com +Subject: Texas1031_homepage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'melick@texas1031.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Carlos, + +I faxed you a copy of the contract to sell the property in Leander. The title company is Chicago Title Company in Austin. Their address is 1501 S Mopac, Suite 130, Austin, TX 78746. Wendy Butters is the contact person. Her number is (512)480-8353. + +Phillip" +"allen-p/sent_items/374.","Message-ID: <16796166.1075862164806.JavaMail.evans@thyme> +Date: Wed, 31 Oct 2001 09:38:45 -0800 (PST) +From: k..allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jacquestc@aol.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jacques, + +Thanks for pulling together the copies of the organization documents. Have you had a chance to gather the title work? +Call or email when you get a chance. + +Phillip" +"allen-p/sent_items/375.","Message-ID: <33296391.1075862164828.JavaMail.evans@thyme> +Date: Thu, 1 Nov 2001 06:25:34 -0800 (PST) +From: k..allen@enron.com +To: renee.ratcliff@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ratcliff, Renee +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Renee, + +Thank you for digging in to the issue of Deferred Phantom Stock Units. It is clear that the payment will be made in shares. However, I still don't understand which date will be used to determine the value and calculate how many shares. The plan document under VII. Amount of Benefit Payments reads ""The value of the shares, and resulting payment amount will be based on the closing price of Enron Corp. common stock on the January 1 before the date of payment, and such payment shall be made in shares of Enron Corp. common stock."" Can you help me interpret this statement and work through the numbers on my account. + +Thank you, + +Phillip Allen" +"allen-p/sent_items/376.","Message-ID: <25185010.1075862164851.JavaMail.evans@thyme> +Date: Fri, 2 Nov 2001 07:28:28 -0800 (PST) +From: k..allen@enron.com +To: richard.morgan@austinenergy.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Morgan, Richard"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Richard, + +I checked with Wink and his prices were slightly lower per square foot but the builder was not keen on the panels Wink is selling because the dimensional lumber to frame windows and doors is not included. So that reduces some of the savings. Either way it still appears that a panel home will cost close to $20,000 more for a 4000 sq ft home. Even if I assume my energy savings will be $125/month, it would take approximately 22 years to recover the upfront cost assuming a 5% interest rate. + +Cost is a major concern, but I am also concerned with the comfort level of the upstairs. I am under the impression that the panels will prevent the upstairs from feeling significantly hotter than the downstairs as most two story homes do. What are some other alternatives that would also be effective? Radiant barrier? More attic ventilation? + +Thank you for your help. + +Phillip Allen +713-853-7041 + + -----Original Message----- +From: ""Morgan, Richard"" @ENRON +Sent: Wednesday, October 10, 2001 9:04 AM +To: Allen, Phillip K. +Subject: RE: + +Phillip, there are a number of alternative systems that will allow the same +level of energy efficiency. I would wait a bit for Wink's bid though. You +say that your panel costs are $20,000 additional. that sounds like a lot. I +just did a panel house with a 2100 sq ft footprint and the total panel cost +was about $25,000 with 8 inch walls and 10 inch roof. Stay in touch and we +can discuss alternatives if that becomes necessary. If your budget is $85-90 +per sq. ft. excluding land costs your costs will be on the low end of the +true custom home level but should be achievable with good management. +Richard Morgan +Manager, Green Building Program +Austin Energy +721 Barton Springs Rd. +Austin, TX 78704-1194 +Ph. 512.505.3709 +Fax 512.505.3711 +e-mail richard.morgan@austinenergy.com + + +-----Original Message----- +From: Allen, Phillip K. [mailto:Phillip.K.Allen@ENRON.com] +Sent: Wednesday, October 10, 2001 9:19 AM +To: Morgan, Richard +Subject: + + +Richard, + +I spoke to you earlier this week with questions about building with +SIP's. I am planning to build a home in San Marcos as soon as I can +decide on a builder and materials. I already have my blueprints +completed. What I took from our conversation was to use the SIP's with +8.5"" roof panels and use a metal roof. + +I have been working with Johnnie Brown, a builder from San Antonio that +is also a Creative Panel rep. The problem is that I have a budget of +$85-$90/sf and it does not appear that he will be able to stay within +that budget. I don't want to settle for a conventional stick built +house. I was wondering about alternatives. Would some combination of a +radiant barrier and non-CFC spray insulation provide close to the same +energy savings at a lower cost than SIP's. For example, I just spoke to +a sales rep for Demilec. He will spray foam insulation at $1.30/sf. +That would be approximately $10,000 compared to over $20,000 additional +costs for the panels. But would the foam insulation be as effective? +Do you have any suggestions of materials or contractors that would help +me construct the best home for the money. I am trying to get a bid from +Wink with Premier based on you reference. + +Thank you for your help. + +Phillip Allen +pallen@enron.com +713-853-7041 + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"allen-p/sent_items/377.","Message-ID: <28859857.1075862164873.JavaMail.evans@thyme> +Date: Fri, 2 Nov 2001 09:19:48 -0800 (PST) +From: k..allen@enron.com +To: jerry@texas1031.com +Subject: RE: Exchange Documents +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'Jerry Caskey' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jerry, + +I had a couple of questions about the exchange. + +1. Can I place the replacement property into a limited partnership? +2. The cash to be escrowed is approx. $650K. At money market rates of 3.5% the interest in six months would be over $10K. Will the funds be held in an interest bearing account and will I receive the interest? +3. Should I fed ex all these documents to the title company? + +Thank you, + +Phillip + + -----Original Message----- +From: Jerry Caskey @ENRON +Sent: Thursday, November 01, 2001 1:13 PM +To: Allen, Phillip K. +Subject: Exchange Documents + + +Mr. Allen: + +Would you please sign the exchanges documents where indicated and fax back to us only the signed pages. Wendy Butters will have the buyer sign her set of documents for the closing. + +Our fax # is 830-625-1031 +Jerry Caskey +Lone Star Exchange Company + - 1031.gif << File: 1031.gif >> + - Phase 1.pdf << File: Phase 1.pdf >> " +"allen-p/sent_items/378.","Message-ID: <18308304.1075862164896.JavaMail.evans@thyme> +Date: Mon, 5 Nov 2001 06:13:28 -0800 (PST) +From: k..allen@enron.com +To: wise.counsel@lpl.com +Subject: RE: Huntley/question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Robert W. Huntley, CFP"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Bob, + +Let me know how I can help with the variance application. + +Phillip + + -----Original Message----- +From: ""Robert W. Huntley, CFP"" @ENRON +Sent: Tuesday, October 30, 2001 3:19 PM +To: Allen, Phillip K. +Subject: Re: Huntley/question + +Phillip, + +It is looking like we will have to apply for a variance due to a set back +requirement when building over 10 feet tall. Normal set back is 10 feet. +For every 3 ft higher you go, another 5 feet is added to the set back. The +garage would be about 20 ft so we'd normally need to be back about 25 ft. +Currently, it's 13 feet. + +I'm going to look into what's involved in getting on the agenda for a +variance. I'll let you know what I find out. + +Thanks, + +Bob Huntley + +----- Original Message ----- +From: +To: +Sent: Tuesday, October 30, 2001 5:21 AM +Subject: RE: Huntley/question + + +> Bob, +> +> I found the warranty deed but I could not find the title policy. I will +> call the title company that we used to get a copy today. +> +> Phillip +> +> -----Original Message----- +> From: ""Robert W. Huntley, CFP"" @ENRON +> Sent: Monday, October 29, 2001 10:48 AM +> To: Allen, Phillip K. +> Subject: Re: Huntley/question +> +> Phillip, +> +> Have you found the title policy? +> +> Thanks, +> +> Bob Huntley +> +> +> ----- Original Message ----- +> From: +> To: +> Sent: Thursday, October 25, 2001 11:08 AM +> Subject: RE: Huntley/question +> +> +> > I will try and find my title policy this evening. +> > +> > -----Original Message----- +> > From: ""Robert W. Huntley, CFP"" @ENRON +> > Sent: Thursday, October 25, 2001 1:50 PM +> > To: Allen, Phillip K. +> > Subject: Huntley/question +> > +> > +> > Phillip, +> > +> > Could you please do me a favor? I would like to read your +> current +> > title policy to see what it says about easements. You should +> have +> > received a copy during your closing. I don't know how many +> pages it +> > will be but let me know how you want to handle getting a copy +> made. +> > I'll be happy to make the copy, or whatever makes it easy for +> you. +> > +> > Thanks, +> > +> > Bob Huntley +> > +> > +> > +> > +> +********************************************************************** +> > This e-mail is the property of Enron Corp. and/or its relevant +> affiliate +> and may contain confidential and privileged material for the sole use +> of the +> intended recipient (s). Any review, use, distribution or disclosure +by +> others is strictly prohibited. If you are not the intended recipient +> (or +> authorized to receive for the recipient), please contact the sender +or +> reply +> to Enron Corp. at enron.messaging.administration@enron.com and delete +> all +> copies of the message. This e-mail (and any attachments hereto) are +> not +> intended to be an offer (or an acceptance) and do not create or +> evidence a +> binding and enforceable contract between Enron Corp. (or any of its +> affiliates) and the intended recipient or any other party, and may +not +> be +> relied on by anyone as the basis of a contract by estoppel or +> otherwise. +> Thank you. +> > +> +********************************************************************** +> > +> +> +>" +"allen-p/sent_items/379.","Message-ID: <13538737.1075862164918.JavaMail.evans@thyme> +Date: Tue, 6 Nov 2001 08:06:05 -0800 (PST) +From: k..allen@enron.com +To: renee.ratcliff@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ratcliff, Renee +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Renee, + +I would like to have a meeting to go over the payment methodology. Scott Neal and Tom Martin would like to attend as well. This afternoon at 2 PM or later would work for us. Please let me know what time we could meet. + +Thank you, + +Phillip + + -----Original Message----- +From: Ratcliff, Renee +Sent: Friday, November 02, 2001 12:19 PM +To: Allen, Phillip K. +Subject: RE: + +Phillip, + +This section pertains to terminated employees who are paid out in the year following the termination event. The way the tax law works, the tax basis for your share distribution will be based on the closing stock price the day preceding notification to the transfer agent. As such, we will distribute net shares calculating the proper withholding at fair market value the day prior to notifying the transfer agent. We will be distributing the shares reflected on your 9/30/01 statement (6,606 shares plus cash for fractional shares). If you would prefer to settle the taxes with a personal check, we can distribute gross shares. Please let me know you preference. + +As you know, we are in the process of transferring recordkeeping services from NTRC to Hewitt. As such, we have a CPA, Larry Lewis, working with us to audit and set up transition files. He has become our department expert on the PSA account (much more knowledgeable than myself) and the various plan provision amendments. If you would like, we can set up a conference call with you, myself, and Larry to go over the payment methodology. Please let me know a date and time that is convenient for you. + +Thanks, + +Renee + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, November 01, 2001 8:26 AM +To: Ratcliff, Renee +Subject: + +Renee, + +Thank you for digging in to the issue of Deferred Phantom Stock Units. It is clear that the payment will be made in shares. However, I still don't understand which date will be used to determine the value and calculate how many shares. The plan document under VII. Amount of Benefit Payments reads ""The value of the shares, and resulting payment amount will be based on the closing price of Enron Corp. common stock on the January 1 before the date of payment, and such payment shall be made in shares of Enron Corp. common stock."" Can you help me interpret this statement and work through the numbers on my account. + +Thank you, + +Phillip Allen" +"allen-p/sent_items/38.","Message-ID: <21520660.1075858637933.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 11:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Let me know when you get the quotes from Pauline. I am expecting to pay something in the $3,000 to $5,000 range. I would like to see the quotes and a description of the work to be done. It is my understanding that some rock will be removed and replaced with siding. If they are getting quotes to put up new rock then we will need to clarify. + +Jacques is ready to drop in a dollar amount on the release. If the negotiations stall, it seems like I need to go ahead and cut off the utilities. Hopefully things will go smoothly. + +Phillip" +"allen-p/sent_items/380.","Message-ID: <12956300.1075862164940.JavaMail.evans@thyme> +Date: Wed, 7 Nov 2001 05:35:15 -0800 (PST) +From: pam.butler@enron.com +To: scott.neal@enron.com, a..martin@enron.com +Subject: FW: Phantom Stock Payouts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Butler, Pam +X-To: Neal, Scott , Martin, Thomas A. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Appointment----- +From: Etienne, Bernadette On Behalf Of Butler, Pam +Sent: Tuesday, November 06, 2001 1:35 PM +To: Butler, Pam; Ratcliff, Renee; Martin, Thomas A.; Allen, Phillip K.; Neal, Scott +Subject: Phantom Stock Payouts +When: Thursday, November 08, 2001 11:30 AM-12:30 PM (GMT-08:00) Pacific Time (US & Canada); Tijuana. +Where: EB1672 + +Attendees: Pam Butler + Renee Ratcliff + Larry Lewis + Tom Martin + Scott Neal + Phillip Allen" +"allen-p/sent_items/381.","Message-ID: <21838346.1075862164962.JavaMail.evans@thyme> +Date: Wed, 7 Nov 2001 11:25:27 -0800 (PST) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Greg, + +I faxed you the promotional on 10300 Heritage Office Building with the Nimitz post office. The broker called back shortly after I spoke to you to let me know that the kestrel air park building and the strip center at fm78 & walzem had both sold. Let me know what you think of this property. Also, let me know of any other ideas about replacement property. + +Phillip" +"allen-p/sent_items/382.","Message-ID: <18712055.1075862164983.JavaMail.evans@thyme> +Date: Wed, 7 Nov 2001 13:37:01 -0800 (PST) +From: k..allen@enron.com +To: jwills3@swbell.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jwills3@swbell.net' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jim, + +Take a look at this spreadsheet. I tried to calculate the IRR on the port Aransas and Roma post offices. Is this how your clients usually evaluate these properties? The Roma deal looks much better. + +Phillip " +"allen-p/sent_items/383.","Message-ID: <21374978.1075862165008.JavaMail.evans@thyme> +Date: Wed, 7 Nov 2001 14:52:57 -0800 (PST) +From: k..allen@enron.com +To: mery.l.brown@accenture.com +Subject: RE: Interface Design Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mery.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mery, + +This sounds better than the limitations you were describing in the meeting. We should be able to work with this. + +Phillip + + -----Original Message----- +From: mery.l.brown@accenture.com@ENRON +Sent: Monday, November 05, 2001 5:11 PM +To: pallen@enron.com +Cc: donald.l.barnhart@accenture.com; kmcdani@enron.com +Subject: Interface Design Update + +Phillip, + +The purpose of this e-mail is to explain the results of our discussions +with the technical team after our meeting with you. We need to get your +approval of the points listed below so that we can begin building the +application. + +We can have the Position and P&L Reports show the results of the learner's +decisions in previous periods, which will allow the learner move forward in +time with wrong answers. This will achieve our goal of giving the learners +""more rope"" and letting them see the results of their mistakes. In order to +achieve this, we will have the following constraints: + The feedback will be fairly high-level, as we discussed in Thursday's + meeting. We will be able to provide feedback on cumulative P&L and + positions, but not about specific actions the learner took in a previous + period. We will not, for example, be able to say things like ""In + November, when we were headed into a cold winter, you chose to withdraw + gas. What you should have done was..."" + We cannot save the P&L and position numbers. This means that if the + learner leaves the simulation, returns to the main menu, or experiences + a computer crash, his decisions will not be saved and he will need to + start over at time period one. + We cannot have the learner calculate P&L on storage costs, + transportation costs, or hedging instruments. This is because the right + answer and the available answer choices would have to depend on the + decisions the learner has made. Now that the learner can go down any + path he chooses, the number of possible answers is extremely large, and + the right answers are variable. I believe these tasks will be actually + better if we don't have the learner calculate P&L because he has already + calculated P&L numerous times in the structurer/customer scenarios and + conversion and arbitrage scenarios. Furthermore, the type of feedback we + would have to give about specific P&L numbers will not flow well with + the high-level, global-type feedback we are now planning to give in this + task. + +We cannot export price numbers into Excel because the Indeliq framework +does not support the downloading of data into external applications. The +technical effort required to add this functionality far exceeds our current +development budget. We can, however, do some calculations for the learner +on the screen. We can also try to somehow allow the learner to make the +mistake of using future prices instead of discounted prices. + +If you could please respond with your approval or concerns by end of day +Wednesday, it will allow us to move forward with the development of this +simulation. I would be happy to discuss these points with you; please let +me know if you would like to set up a meeting. + +Thank you. +Mery + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"allen-p/sent_items/384.","Message-ID: <15519026.1075862165030.JavaMail.evans@thyme> +Date: Mon, 12 Nov 2001 13:00:45 -0800 (PST) +From: k..allen@enron.com +To: jwills3@swbell.net +Subject: RE: new PO available +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'James Wills @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jim, + +I received your email on the Killeen post office. I am still having a tough time making the math work. Can you prepare a spreadsheet that would show why the post office is such a good investment? Maybe the assumptions I am making about interest rates, expenses, or value at the end of the lease are incorrect. + +Phillip + + -----Original Message----- +From: James Wills @ENRON +Sent: Friday, November 09, 2001 4:22 PM +To: pallen70@hotmail.com; pallen@enron.com +Subject: new PO available + +Phillip, + +Hope your trip to Kerrville was worthwhile, and you had a chance to +check out the Heritage Building. + +I am writing to tell you about another post office that has just come +back on the market...it's in Killeen, and was under contract for about +30 days. But one of my clients here who was in a 1031 exchange, and had +designated three post offices with us, could only actually buy two, so +today he released this one. + +The Killeen post office (Harker Heights, a suburb) is one of the best we +have had in our inventory. It was built by a developer who is a friend +of ours and has been constructing POs for many years. She had to turn +down two other potential buyers recently because it was under contract. + +I'm sure it will not last long. I have attached a flyer for you, and can +supply a copy of the lease too. If you are interested, do let me know +soon...we will need to act quickly! With best regards, Jim Wills + + + + - Harker Heights.doc << File: Harker Heights.doc >> " +"allen-p/sent_items/385.","Message-ID: <9679096.1075862165051.JavaMail.evans@thyme> +Date: Mon, 12 Nov 2001 13:53:20 -0800 (PST) +From: k..allen@enron.com +To: wise.counsel@lpl.com +Subject: RE: word file as promised +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Robert W. Huntley, CFP"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Bob, + +The application for the variance states that I applied for a permit on October 29th and was rejected. Do the discussions with the building inspector constitute denial. + +Phillip + + -----Original Message----- +From: ""Robert W. Huntley, CFP"" @ENRON +Sent: Monday, November 12, 2001 11:45 AM +To: Allen, Phillip K. +Subject: word file as promised + + + + - Allen 8855 Merlin lttr.doc << File: Allen 8855 Merlin lttr.doc >> " +"allen-p/sent_items/386.","Message-ID: <4683100.1075862165073.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 06:57:27 -0800 (PST) +From: k..allen@enron.com +To: steven.matthews@ubspainewebber.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'steven.matthews@ubspainewebber.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Steve, + +I need help determining how much margin the short options require. My account has a value of around $1,400,000. That includes 750,000 of us treasury notes. I am ready to build a bond ladder of muni's. I need to know how much I can purchase with the funds in this account. Obviously, I don't want to margin the account to invest in fixed income. + +Please get back to me soon. + +Phillip" +"allen-p/sent_items/387.","Message-ID: <23726312.1075862165095.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 07:19:16 -0800 (PST) +From: k..allen@enron.com +To: tim.o'rourke@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: O'rourke, Tim +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +Have you considered reducing the scope or terminating the Accenture project to conserve cash? Where are we in terms of %complete? + +Phillip" +"allen-p/sent_items/388.","Message-ID: <7261333.1075862165117.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 08:17:22 -0800 (PST) +From: k..allen@enron.com +To: ed.mcmichael@enron.com, h..lewis@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: McMichael Jr., Ed , Lewis, Andrew H. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: O'rourke, Tim +Sent: Tuesday, November 13, 2001 7:29 AM +To: Allen, Phillip K. +Subject: RE: + +Yes I have. +I'm getting all the details on the 4 options I have with the project: +Terminate +Postpone until Q1 +Postpone until deal Closure +continue as planned. + +When I get this info I'll talk with you about it. We're currently about to end Phase 2 (approx 50% completed). + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Tuesday, November 13, 2001 9:19 AM +To: O'rourke, Tim +Subject: + +Tim, + +Have you considered reducing the scope or terminating the Accenture project to conserve cash? Where are we in terms of %complete? + +Phillip" +"allen-p/sent_items/389.","Message-ID: <3769309.1075862165139.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 08:35:50 -0800 (PST) +From: k..allen@enron.com +To: julieta.sandoval@ubspainewebber.com +Subject: RE: Muni Bond Ladder +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Sandoval, Julieta"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I would like more detail about how much margin my open positions require and how the muni's are treated with regard to margin. The call's I am short are way out of the money. The only positions that are changing very much in value are the Enron shares I am long and the Enron puts I am short. I would consider closing those positions. I would like to put the maximum possible into Muni's. + +Please forward this email to Steve. + +Phillip + + -----Original Message----- +From: ""Sandoval, Julieta"" @ENRON +Sent: Tuesday, November 13, 2001 8:25 AM +To: Allen, Phillip K. +Subject: Muni Bond Ladder + +Phillip: + +Steve and I are inquiring on the email you sent him. We wanted come up with +a Muni proposal for 1M and take it from there. At this point, we have about +1.3M available but using this full amount would not give us any cushion in +regards to margin. Let us know if the 1M is OK with you; assuming we can +always go in and invest more into the bond ladder. + +Julieta Sandoval +Registered Client Service Associate +UBS PaineWebber +1111 Bagby Street, Suite 5100 +Houston, Texas 77002 +713-654-0275 + +****************************************************** +Notice Regarding Entry of Orders and Instructions: +Please do not transmit orders and/or instructions +regarding your UBSPaineWebber account(s) by e-mail. +Orders and/or instructions transmitted by e-mail will +not be accepted by UBSPaineWebber and UBSPaineWebber +will not be responsible for carrying out such orders +and/or instructions. + +Notice Regarding Privacy and Confidentiality: +UBSPaineWebber reserves the right to monitor and +review the content of all e-mail communications sent +and/or received by its employees." +"allen-p/sent_items/39.","Message-ID: <14522603.1075858637954.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 12:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +Jacques Craig will draw up a release. What is the status on the quote from Wade? + +Phillip" +"allen-p/sent_items/390.","Message-ID: <24795.1075862165161.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 09:15:11 -0800 (PST) +From: k..allen@enron.com +To: renee.ratcliff@enron.com, pam.butler@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Ratcliff, Renee , Butler, Pam +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +When can we reschedule the meeting regarding phantom stock deferral. Any day except Thursday would work. + +Phillip Allen" +"allen-p/sent_items/391.","Message-ID: <14087673.1075862165183.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 09:33:41 -0800 (PST) +From: k..allen@enron.com +To: steven.matthews@ubspainewebber.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Matthews, Steven"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I would like to achieve a yield of 5%. I am expecting an average maturity date of 2020. + +Since the treasury is only paying 6.25% taxable at 39%, isn't the effective yield only 3.8%? Why wouldn't I move this money to muni's? + +Phillip + + -----Original Message----- +From: ""Matthews, Steven"" @ENRON +Sent: Tuesday, November 13, 2001 9:22 AM +To: Allen, Phillip K. +Subject: + +Phillip, + +Right now you can use the entire amount in your money market ( approx. +$785,000) for your muni bond portfolio. After the treasury comes due on Jan +31, 2002, you will have another $750,000. You really don't have to worry +about your margin requirements because you still get 80% of the value of +your municipals credited towards marginable securities. So, the bottom +line is 785m right now. Jan 31, 2002 another 750m. One thing to keep in +mind are 28 put contracts you still have out there. Unless you close that +position you will probably get put those. + +Let me know how much you want for your Muni Proposal to be for. Also, if +there are any specifics that you want me to consider with your proposal such +as duration, maturity, etc. + +Steve +****************************************************** +Notice Regarding Entry of Orders and Instructions: +Please do not transmit orders and/or instructions +regarding your UBSPaineWebber account(s) by e-mail. +Orders and/or instructions transmitted by e-mail will +not be accepted by UBSPaineWebber and UBSPaineWebber +will not be responsible for carrying out such orders +and/or instructions. + +Notice Regarding Privacy and Confidentiality: +UBSPaineWebber reserves the right to monitor and +review the content of all e-mail communications sent +and/or received by its employees." +"allen-p/sent_items/392.","Message-ID: <11454594.1075862165205.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 09:36:20 -0800 (PST) +From: k..allen@enron.com +To: chrissy.grove@enron.com +Subject: RE: Home Nortel VPN use +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grove, Chrissy +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I am still using my home Nortel VPN access. + + -----Original Message----- +From: Grove, Chrissy +Sent: Tuesday, November 13, 2001 8:58 AM +To: Abshire, Scott; Adamik, Darren; Allen, Phillip K.; Arnold, John; Bhagat, Sanjay; Bosco, Eli; Buy, Rick; Cowley, Mark; Cramer, James; Frevert, Mark; Fricker, Charlene; Guadarrama, Michael; Huang, Xiaowu; Imam, Hasan; Jeganathan, Lenine; Jenson, Jarod; Kruleski, Mick; Lavorato, John; Lowry, Jennifer ; Lowry, Phil; Mazowita, Mike; Miller, Beverly; Patrick, Christie; Petzold, Brad; Ratliff, Dale; Tang, Mable; Tycholiz, Barry; Uribe, Carlos +Subject: Home Nortel VPN use +Importance: High + + +All: +Please verify if you still use your home Nortel VPN access. + +Thank you, + +Chrissy Grove +Network Security + 713.345.8269 + + +" +"allen-p/sent_items/393.","Message-ID: <15593204.1075862165229.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 12:02:59 -0800 (PST) +From: k..allen@enron.com +To: steven.matthews@ubspainewebber.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Matthews, Steven"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +What are the specifics of those bonds are they insured what are they rated? Can you work up a ladder from 2015-2026? Shouldn't I buy more than just one or two issues? + + -----Original Message----- +From: ""Matthews, Steven"" @ENRON +Sent: Tuesday, November 13, 2001 9:56 AM +To: Allen, Phillip K. +Subject: RE: + +You are correct. With your tax bracket a 5% muni would be the equivalent of +an 8.2% taxable yield. I looked at the inventory. Right know we have only +180 bonds of a San Jacinto Community with a YTM of 4.92% maturing 2022. +Also, a Lubbock Texas Heath Facility with a YTM of 5.1% maturing 2023. Let +me know what you think. + +Steve + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Tuesday, November 13, 2001 11:34 AM +To: Matthews, Steven +Subject: RE: + + +I would like to achieve a yield of 5%. I am expecting an average maturity +date of 2020. + +Since the treasury is only paying 6.25% taxable at 39%, isn't the effective +yield only 3.8%? Why wouldn't I move this money to muni's? + +Phillip + + -----Original Message----- + From: ""Matthews, Steven"" @ENRON + Sent: Tuesday, November 13, 2001 9:22 AM + To: Allen, Phillip K. + Subject: + + Phillip, + + Right now you can use the entire amount in your money market ( approx. + $785,000) for your muni bond portfolio. After the treasury comes due + on Jan + 31, 2002, you will have another $750,000. You really don't have to + worry + about your margin requirements because you still get 80% of the value + of + your municipals credited towards marginable securities. So, the + bottom + line is 785m right now. Jan 31, 2002 another 750m. One thing to keep + in + mind are 28 put contracts you still have out there. Unless you close + that + position you will probably get put those. + + Let me know how much you want for your Muni Proposal to be for. Also, + if + there are any specifics that you want me to consider with your + proposal such + as duration, maturity, etc. + + Steve + ****************************************************** + Notice Regarding Entry of Orders and Instructions: + Please do not transmit orders and/or instructions + regarding your UBSPaineWebber account(s) by e-mail. + Orders and/or instructions transmitted by e-mail will + not be accepted by UBSPaineWebber and UBSPaineWebber + will not be responsible for carrying out such orders + and/or instructions. + + Notice Regarding Privacy and Confidentiality: + UBSPaineWebber reserves the right to monitor and + review the content of all e-mail communications sent + and/or received by its employees. + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +********************************************************************** +****************************************************** +Notice Regarding Entry of Orders and Instructions: +Please do not transmit orders and/or instructions +regarding your UBSPaineWebber account(s) by e-mail. +Orders and/or instructions transmitted by e-mail will +not be accepted by UBSPaineWebber and UBSPaineWebber +will not be responsible for carrying out such orders +and/or instructions. + +Notice Regarding Privacy and Confidentiality: +UBSPaineWebber reserves the right to monitor and +review the content of all e-mail communications sent +and/or received by its employees." +"allen-p/sent_items/394.","Message-ID: <14874758.1075862165254.JavaMail.evans@thyme> +Date: Tue, 13 Nov 2001 13:36:58 -0800 (PST) +From: k..allen@enron.com +To: steven.matthews@ubspainewebber.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Matthews, Steven"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Let's start with $1 million. + + -----Original Message----- +From: ""Matthews, Steven"" @ENRON +Sent: Tuesday, November 13, 2001 12:49 PM +To: Allen, Phillip K. +Subject: RE: + +Phillip: +Just wanted to give you an idea of what's available. Both are insured and +triple A. Depending on how much we want to buy, we would definitely look at +different issues. What I can do is come up with a proposal tomorrow and work +the ladder with the dates you provided below. Just let me know about how +much we want to start off with. +Steve +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Tuesday, November 13, 2001 2:03 PM +To: Matthews, Steven +Subject: RE: + + +What are the specifics of those bonds are they insured what are they rated? +Can you work up a ladder from 2015-2026? Shouldn't I buy more than just +one or two issues? + + -----Original Message----- + From: ""Matthews, Steven"" @ENRON + Sent: Tuesday, November 13, 2001 9:56 AM + To: Allen, Phillip K. + Subject: RE: + + You are correct. With your tax bracket a 5% muni would be the + equivalent of + an 8.2% taxable yield. I looked at the inventory. Right know we have + only + 180 bonds of a San Jacinto Community with a YTM of 4.92% maturing + 2022. + Also, a Lubbock Texas Heath Facility with a YTM of 5.1% maturing 2023. + Let + me know what you think. + + Steve + + -----Original Message----- + From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] + Sent: Tuesday, November 13, 2001 11:34 AM + To: Matthews, Steven + Subject: RE: + + + I would like to achieve a yield of 5%. I am expecting an average + maturity + date of 2020. + + Since the treasury is only paying 6.25% taxable at 39%, isn't the + effective + yield only 3.8%? Why wouldn't I move this money to muni's? + + Phillip + + -----Original Message----- + From: ""Matthews, Steven"" + @ENRON + Sent: Tuesday, November 13, 2001 9:22 AM + To: Allen, Phillip K. + Subject: + + Phillip, + + Right now you can use the entire amount in your money market ( + approx. + $785,000) for your muni bond portfolio. After the treasury comes + due + on Jan + 31, 2002, you will have another $750,000. You really don't have + to + worry + about your margin requirements because you still get 80% of the + value + of + your municipals credited towards marginable securities. So, the + bottom + line is 785m right now. Jan 31, 2002 another 750m. One thing to + keep + in + mind are 28 put contracts you still have out there. Unless you + close + that + position you will probably get put those. + + Let me know how much you want for your Muni Proposal to be for. + Also, + if + there are any specifics that you want me to consider with your + proposal such + as duration, maturity, etc. + + Steve + ****************************************************** + Notice Regarding Entry of Orders and Instructions: + Please do not transmit orders and/or instructions + regarding your UBSPaineWebber account(s) by e-mail. + Orders and/or instructions transmitted by e-mail will + not be accepted by UBSPaineWebber and UBSPaineWebber + will not be responsible for carrying out such orders + and/or instructions. + + Notice Regarding Privacy and Confidentiality: + UBSPaineWebber reserves the right to monitor and + review the content of all e-mail communications sent + and/or received by its employees. + + + + ********************************************************************** + This e-mail is the property of Enron Corp. and/or its relevant + affiliate and + may contain confidential and privileged material for the sole use of + the + intended recipient (s). Any review, use, distribution or disclosure by + others is strictly prohibited. If you are not the intended recipient + (or + authorized to receive for the recipient), please contact the sender or + reply + to Enron Corp. at enron.messaging.administration@enron.com and delete + all + copies of the message. This e-mail (and any attachments hereto) are + not + intended to be an offer (or an acceptance) and do not create or + evidence a + binding and enforceable contract between Enron Corp. (or any of its + affiliates) and the intended recipient or any other party, and may not + be + relied on by anyone as the basis of a contract by estoppel or + otherwise. + Thank you. + ********************************************************************** + ****************************************************** + Notice Regarding Entry of Orders and Instructions: + Please do not transmit orders and/or instructions + regarding your UBSPaineWebber account(s) by e-mail. + Orders and/or instructions transmitted by e-mail will + not be accepted by UBSPaineWebber and UBSPaineWebber + will not be responsible for carrying out such orders + and/or instructions. + + Notice Regarding Privacy and Confidentiality: + UBSPaineWebber reserves the right to monitor and + review the content of all e-mail communications sent + and/or received by its employees. +****************************************************** +Notice Regarding Entry of Orders and Instructions: +Please do not transmit orders and/or instructions +regarding your UBSPaineWebber account(s) by e-mail. +Orders and/or instructions transmitted by e-mail will +not be accepted by UBSPaineWebber and UBSPaineWebber +will not be responsible for carrying out such orders +and/or instructions. + +Notice Regarding Privacy and Confidentiality: +UBSPaineWebber reserves the right to monitor and +review the content of all e-mail communications sent +and/or received by its employees." +"allen-p/sent_items/395.","Message-ID: <19552027.1075862165276.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 08:19:14 -0800 (PST) +From: k..allen@enron.com +To: wise.counsel@lpl.com +Subject: RE: word file as promised +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: '""Robert W. Huntley, CFP"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Bob, + +I turned in the application for a variance yesterday. The hearing will be = +on January 8th. In order to get on the calendar for the Dec 4th hearing, t= +he application had to be in by November 9th. I was under the impression th= +at yesterday was the deadline. Sorry if I dropped the ball. =20 + +On another note, I spoke to Joe Edwards yesterday and he had some useful su= +ggestions about the addition. It might be possible to move the addition f= +orward and open up the bedroom at the top of the stairs into the new space.= + You could convert the modified bedroom into a media room and use the new = +space for your game/play/music room. Then you could close off the existing= + play room to replace the bedroom lost. Part of the play room that is bord= +ered by the stair rail and looks down to the living room could be used for = +a built in desk with a couple of computers. This way you would not have to= + add a second staircase. The walls needed to convert the playroom to a bed= +room should be minor construction. In the back you could slope the roof un= +til you were within the setback. Then you could place a large dormer facin= +g the back of the property or bring a wall straight up. From the driveway = +the addition would have the same elevation as your drawing but intwould be = +brought forward with a covered parking area below the addition. The kitche= +n and dining room windows would still open to the driveway but they would b= +e more shaded. That is the west side of the house so that might not be a b= +ad thing. Your ideas about opening up the kitchen to the living room or di= +ning room would still be possible. Personally, I think opening the dining = +room would be the better idea. + +I don't know if you can visualize this or if you are even interested in exp= +loring anything except your original plan. But I wanted to suggest somethi= +ng in case the variance was not granted. Let me know if you want me to try= + and sketch out these ideas. + +Phillip + -----Original Message----- +From: =09""Robert W. Huntley, CFP"" @ENRON =20 +Sent:=09Monday, November 12, 2001 11:45 AM +To:=09Allen, Phillip K. +Subject:=09word file as promised + + +=20 + - Allen 8855 Merlin lttr.doc << File: Allen 8855 Merlin lttr.doc >>" +"allen-p/sent_items/396.","Message-ID: <12376395.1075862165325.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 12:49:49 -0800 (PST) +From: k..allen@enron.com +To: a..martin@enron.com, scott.neal@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: Martin, Thomas A. , Neal, Scott +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please review. =20 + + +Greg, + +After making an election in October to receive a full distribution of my de= +ferral account under Section 6.3 of the plan, a disagreement has arisen reg= +arding the Phantom Stock Account. =20 + +Section 6.3 states that a participant may elect to receive a single sum dis= +tribution of all of the participant's deferral accounts subject to a 10% pe= +nalty. This provision is stated to be notwithstanding any other provision = +of the plan. It also states that the account balance shall be determined a= +s of the last day of the month preceding the date on which the committee re= +ceives the written request of the participant. In my case this would be as= + of September 30th. I read this paragraph to indicate a cash payout of 90%= + of the value of all deferrals as on September 30, 2001. The plan administ= +rators, however, interpret this paragraph differently. Their reading yield= +s a cash payout of 90% of the value for deferrals other than the Phantom St= +ock Account, which they believe should be paid with 90% of Enron Corp. sha= +res in the account as of September 30, 2001. Their justification is that i= +n several places throughout the plan document and brochures it is stated th= +at the distributions of the Phantom Stock Account shall be made in shares o= +f Enron Corp. common stock. + +There are two reason that I do not agree with their interpretation. First,= + section 6.3 begins with ""notwithstanding any other provision of the Plan.= +"" This indicates that any other payout methodologies described in other se= +ctions of the plan which deal with normal distribution at termination do no= +t apply. Second, the language in section 6.3 stating ""a single sum distrib= +ution of all of the Participant's deferral accounts"" indicates that one pay= +ment will be made not a cash payment separate from a share distribution. + +The interpretation of the administrators goes beyond section 6.3. If that = +is the case then section 7.1 should apply. This section does provide for t= +he Phantom Stock Account to be paid in shares. However, it states ""The val= +ue of the shares, and resulting payment amount, will be based on the closin= +g price of Enron Corp. common stock on the January 1 before the date of pay= +ment, and such payment shall be made in shares of Enron Corp common stock"".= + This would result in approximately 8.3 shares to be distributed for every= + share in the account on January 1, 2001. Although this would be the most = +beneficial to the participants due to the decline of the value of Enron Cor= +p. common stock from $83 to $10 per share, this methodology goes beyond se= +ction 6.3. + +The calculations below illustrate the difference in the value and method of= + distribution under each of the three interpretations: + + + + +Section 6.3=09=09Plan Administrators=09=09Section 7.1 + +Number of shares=09=096,600=09shares=09=096,600=09shares=09=09=096,600 shar= +es +Relative share price=09=09$27.23=09=09=09=09=09=09=09$83.13 +Phantom Stock Value=09=09$179,718=09=09=09=09=09=09$548,658 +10% Penalty=09=09=09-17,972=09=09=09 -600=09=09=09=09-54,866 +Value to be distributed=09=09$161,746=09=096,000 shares=09=09=09$493,792 +Current stock price=09=09=09=09=09=09=09=09=09$10 +Distribution=09=09=09$161,746=09=096,000 shares=09=09=0949,379 shares + +I believe my interpretation under section 6.3 is correct and fair. If the = +administrators insist on distributing shares instead of cash then section 7= +.1 should apply. The current interpretation of the plan administrators is = +a hybrid between the two sections resulting in the lowest possible payout. = + =20 + +In addition to myself, Tom Martin, Scott Neal, and Don Black are facing the= + same issue. I would appreciate your review and consideration of this matt= +er. + +Sincerely, + + +Phillip Allen =20 +=09=09=09=09=09=09=09=09=09=09" +"allen-p/sent_items/397.","Message-ID: <6157135.1075862165390.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 12:57:27 -0800 (PST) +From: k..allen@enron.com +To: steven.matthews@ubspainewebber.com +Subject: RE: Muni Proposal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Matthews, Steven"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The spreadsheet you sent will not open up and calculate any yields. Can you resend? + + -----Original Message----- +From: ""Matthews, Steven"" @ENRON +Sent: Wednesday, November 14, 2001 10:35 AM +To: Allen, Phillip K. +Subject: Muni Proposal + +Phillip, + +I have the proposal for you. Take a look at it and try to respond as soon +as possible. These are bonds in inventory right now that we can buy. So, +if you want this please let me know ASAP. + +Thanks, + +Steve + + + <> + +****************************************************** +Notice Regarding Entry of Orders and Instructions: +Please do not transmit orders and/or instructions +regarding your UBSPaineWebber account(s) by e-mail. +Orders and/or instructions transmitted by e-mail will +not be accepted by UBSPaineWebber and UBSPaineWebber +will not be responsible for carrying out such orders +and/or instructions. + +Notice Regarding Privacy and Confidentiality: +UBSPaineWebber reserves the right to monitor and +review the content of all e-mail communications sent +and/or received by its employees. + - HS-STEVE MATTHEWS#2.xls << File: HS-STEVE MATTHEWS#2.xls >> " +"allen-p/sent_items/398.","Message-ID: <1110209.1075862165414.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 13:32:44 -0800 (PST) +From: k..allen@enron.com +To: mery.l.brown@accenture.com +Subject: RE: Thursday Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mery.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mery, + +I will not be in the office on Thursday. Can we meet on Friday at 10 am? Try to get a room off the 32nd floor. + + -----Original Message----- +From: mery.l.brown@accenture.com@ENRON +Sent: Tuesday, November 13, 2001 5:54 PM +To: pallen@enron.com +Cc: donald.l.barnhart@accenture.com; kmcdani@enron.com +Subject: Thursday Meeting + +Phillip, + +We spoke with Ina and scheduled a meeting with you for this Thursday from +10:00 - 11:00 in Room 3267 of the Enron Building. + +The purpose of this meeting will be to get your sign-off on the feedback +approach for the simulation. We have outlined, in greater detail than you +and I have previously discussed, what we will provide feedback on and how +we will provide it for each scenario. It will be important for us to get +your input on Thursday because we need to finalize the feedback structure +before we can begin building the course. + +If you have any questions, please feel free to call me at Ext. 5-6676. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/sent_items/399.","Message-ID: <3027933.1075862165438.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 14:09:44 -0800 (PST) +From: k..allen@enron.com +To: jwills3@swbell.net +Subject: RE: new PO available +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'James Wills @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jim, + +I realize you are excited about these post offices. But I really need help analyzing the numbers. + +Phillip + + + + -----Original Message----- +From: James Wills @ENRON +Sent: Wednesday, November 14, 2001 1:38 PM +To: pallen70@hotmail.com; pallen@enron.com +Subject: Re: new PO available + +Phillip, Carlos and I will try to respond to your request for a spreadsheet in the next day or two (I'll be at the home office in New Braunfels tomorrow). Meanwhile, I wanted to pass on some news...the Killeen post office probably is gone...I wrote a contract this morning that's now on its way to California for signature. Of course, if you wanted to submit one also, we can do it fairly quickly. + +Incidentally, I had the price wrong on Killeen...it's $1,377,550, not $1,360,000. + +HOWEVER!! Here's info about another new listing that may be ideal for you; it's a brand new post office at CANYON LAKE, just north of SA, and in a really ideal location to serve all the small communities that surround the reservoir. I have attached a flyer for you...this one, like Killeen, will not be around long because there are other brokers promoting it. I have talked to the postmaster, who tells me that almost all the boxes are gone, and the building is just now ready for occupancy. CPS is connecting over 2200 new power boxes a month in the area. It's really growing. Let me know what you think!! + +With best regards, Jim Wills + +Phillip.K.Allen@enron.com wrote: + +> Jim, +> +> I received your email on the Killeen post office. I am still having a +> tough time making the math work. Can you prepare a spreadsheet that would +> show why the post office is such a good investment? Maybe the assumptions +> I am making about interest rates, expenses, or value at the end of the +> lease are incorrect. +> +> Phillip +> +> -----Original Message----- +> From: James Wills @ENRON +> Sent: Friday, November 09, 2001 4:22 PM +> To: pallen70@hotmail.com; pallen@enron.com +> Subject: new PO available +> +> Phillip, +> +> Hope your trip to Kerrville was worthwhile, and you had a chance to +> check out the Heritage Building. +> +> I am writing to tell you about another post office that has just come +> back on the market...it's in Killeen, and was under contract for about +> 30 days. But one of my clients here who was in a 1031 exchange, and +> had +> designated three post offices with us, could only actually buy two, so +> today he released this one. +> +> The Killeen post office (Harker Heights, a suburb) is one of the best +> we +> have had in our inventory. It was built by a developer who is a friend +> of ours and has been constructing POs for many years. She had to turn +> down two other potential buyers recently because it was under +> contract. +> +> I'm sure it will not last long. I have attached a flyer for you, and +> can +> supply a copy of the lease too. If you are interested, do let me know +> soon...we will need to act quickly! With best regards, Jim Wills +> +> - Harker Heights.doc << File: Harker Heights.doc >> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you. +> ********************************************************************** + + - Canyon Lake, Texas.doc << File: Canyon Lake, Texas.doc >> " +"allen-p/sent_items/4.","Message-ID: <16945201.1075855376744.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 09:14:52 -0800 (PST) +From: k..allen@enron.com +To: troberts@dyalroberts.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'troberts@dyalroberts.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Tony, + +Here is the completed worksheet. I also attached both a plumbing and an electric worksheet. + +I spoke to Steve Chapman with the panel company in Kerrville. He has a complete set of plans plus an engineers drawing of the slab. I let him know that you would swing by and pick them up. He said he knew Mike. As I mentioned, Mark Olguin should also have a complete set. I will arrange for the additional copies to be mailed. + + + +Call with questions. + +Phillip +713-853-7041" +"allen-p/sent_items/40.","Message-ID: <6451417.1075858637977.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 17:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The west desk would like 2 analysts." +"allen-p/sent_items/400.","Message-ID: <21961547.1075862165461.JavaMail.evans@thyme> +Date: Wed, 14 Nov 2001 14:17:47 -0800 (PST) +From: k..allen@enron.com +To: pam.butler@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: Butler, Pam +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Pam please review. I don't want to misrepresent your position to Greg. + + +Greg, + +After making an election in October to receive a full distribution of my de= +ferral account under Section 6.3 of the plan, a disagreement has arisen reg= +arding the Phantom Stock Account. =20 + +Section 6.3 states that a participant may elect to receive a single sum dis= +tribution of all of the participant's deferral accounts subject to a 10% pe= +nalty. This provision is stated to be notwithstanding any other provision = +of the plan. It also states that the account balance shall be determined a= +s of the last day of the month preceding the date on which the committee re= +ceives the written request of the participant. In my case this would be as= + of September 30th. I read this paragraph to indicate a cash payout of 90%= + of the value of all deferrals as on September 30, 2001. The plan administ= +rators, however, interpret this paragraph differently. Their reading yield= +s a cash payout of 90% of the value for deferrals other than the Phantom St= +ock Account, which they believe should be paid with 90% of Enron Corp. sha= +res in the account as of September 30, 2001. Their justification is that i= +n several places throughout the plan document and brochures it is stated th= +at the distributions of the Phantom Stock Account shall be made in shares o= +f Enron Corp. common stock. + +There are two reason that I do not agree with their interpretation. First,= + section 6.3 begins with ""notwithstanding any other provision of the Plan.= +"" This indicates that any other payout methodologies described in other se= +ctions of the plan which deal with normal distribution at termination do no= +t apply. Second, the language in section 6.3 stating ""a single sum distrib= +ution of all of the Participant's deferral accounts"" indicates that one pay= +ment will be made not a cash payment separate from a share distribution. + +The interpretation of the administrators goes beyond section 6.3. If that = +is the case then section 7.1 should apply. This section does provide for t= +he Phantom Stock Account to be paid in shares. However, it states ""The val= +ue of the shares, and resulting payment amount, will be based on the closin= +g price of Enron Corp. common stock on the January 1 before the date of pay= +ment, and such payment shall be made in shares of Enron Corp common stock"".= + This would result in approximately 8.3 shares to be distributed for every= + share in the account on January 1, 2001. Although this would be the most = +beneficial to the participants due to the decline of the value of Enron Cor= +p. common stock from $83 to $10 per share, this methodology goes beyond se= +ction 6.3. + +The calculations below illustrate the difference in the value and method of= + distribution under each of the three interpretations: + + + + +Section 6.3=09=09Plan Administrators=09=09Section 7.1 + +Number of shares=09=096,600=09shares=09=096,600=09shares=09=09=096,600 shar= +es +Relative share price=09=09$27.23=09=09=09=09=09=09=09$83.13 +Phantom Stock Value=09=09$179,718=09=09=09=09=09=09$548,658 +10% Penalty=09=09=09-17,972=09=09=09 -600=09=09=09=09-54,866 +Value to be distributed=09=09$161,746=09=096,000 shares=09=09=09$493,792 +Current stock price=09=09=09=09=09=09=09=09=09$10 +Distribution=09=09=09$161,746=09=096,000 shares=09=09=0949,379 shares + +I believe my interpretation under section 6.3 is correct and fair. If the = +administrators insist on distributing shares instead of cash then section 7= +.1 should apply. The current interpretation of the plan administrators is = +a hybrid between the two sections resulting in the lowest possible payout. = + =20 + +In addition to myself, Tom Martin, Scott Neal, and Don Black are facing the= + same issue. I would appreciate your review and consideration of this matt= +er. + +Sincerely, + + +Phillip Allen =20 +=09=09=09=09=09=09=09=09=09=09" +"allen-p/sent_items/401.","Message-ID: <8969651.1075862165528.JavaMail.evans@thyme> +Date: Fri, 16 Nov 2001 06:37:59 -0800 (PST) +From: k..allen@enron.com +To: greg.whalley@enron.com, john.lavorato@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: Whalley, Greg , Lavorato, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + +Greg, + +After making an election in October to receive a full distribution of my de= +ferral account under Section 6.3 of the plan, a disagreement has arisen reg= +arding the Phantom Stock Account. =20 + +Section 6.3 states that a participant may elect to receive a single sum dis= +tribution of all of the participant's deferral accounts subject to a 10% pe= +nalty. This provision is stated to be notwithstanding any other provision = +of the plan. It also states that the account balance shall be determined a= +s of the last day of the month preceding the date on which the committee re= +ceives the written request of the participant. In my case this would be as= + of September 30th. I read this paragraph to indicate a cash payout of 90%= + of the value of all deferrals as on September 30, 2001. The plan administ= +rators, however, interpret this paragraph differently. Their reading yield= +s a cash payout of 90% of the value for deferrals other than the Phantom St= +ock Account, which they believe should be paid with 90% of Enron Corp. sha= +res in the account as of September 30, 2001. Their justification is that i= +n several places throughout the plan document and brochures it is stated th= +at the distributions of the Phantom Stock Account shall be made in shares o= +f Enron Corp. common stock. + +There are two reason that I do not agree with their interpretation. First,= + section 6.3 begins with ""notwithstanding any other provision of the Plan.= +"" This indicates that any other payout methodologies described in other se= +ctions of the plan which deal with normal distribution at termination do no= +t apply. Second, the language in section 6.3 stating ""a single sum distrib= +ution of all of the Participant's deferral accounts"" indicates that one pay= +ment will be made not a cash payment separate from a share distribution. + +The interpretation of the administrators goes beyond section 6.3. If that = +is the case then section 7.1 should apply. This section does provide for t= +he Phantom Stock Account to be paid in shares. However, it states ""The val= +ue of the shares, and resulting payment amount, will be based on the closin= +g price of Enron Corp. common stock on the January 1 before the date of pay= +ment, and such payment shall be made in shares of Enron Corp common stock"".= + This would result in approximately 8.3 shares to be distributed for every= + share in the account on January 1, 2001. Although this would be the most = +beneficial to the participants due to the decline of the value of Enron Cor= +p. common stock from $83 to $10 per share, this methodology goes beyond se= +ction 6.3. + +The calculations below illustrate the difference in the value and method of= + distribution under each of the three interpretations: + + + + +Section 6.3=09=09Plan Administrators=09=09Section 7.1 + +Number of shares=09=096,600=09shares=09=096,600=09shares=09=09=096,600 shar= +es +Relative share price=09=09$27.23=09=09=09=09=09=09=09$83.13 +Phantom Stock Value=09=09$179,718=09=09=09=09=09=09$548,658 +10% Penalty=09=09=09-17,972=09=09=09 -600=09=09=09=09-54,866 +Value to be distributed=09=09$161,746=09=096,000 shares=09=09=09$493,792 +Current stock price=09=09=09=09=09=09=09=09=09$10 +Distribution=09=09=09$161,746=09=096,000 shares=09=09=0949,379 shares + +I believe my interpretation under section 6.3 is correct and fair. If the = +administrators insist on distributing shares instead of cash then section 7= +.1 should apply. The current interpretation of the plan administrators is = +a hybrid between the two sections resulting in the lowest possible payout. = + =20 + +In addition to myself, Tom Martin, Scott Neal, and Don Black are facing the= + same issue. I would appreciate your review and consideration of this matt= +er. + +Sincerely, + + +Phillip Allen =20 +=09=09=09=09=09=09=09=09=09=09" +"allen-p/sent_items/402.","Message-ID: <26421135.1075862165593.JavaMail.evans@thyme> +Date: Tue, 20 Nov 2001 10:31:31 -0800 (PST) +From: k..allen@enron.com +To: yevgeny.frolov@enron.com +Subject: RE: BRM Case & Options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Frolov, Yevgeny +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Yevgeny, + +Please send me an email describing the zero option so I can pass it along to the other SME's. + +Phillip + + -----Original Message----- +From: Frolov, Yevgeny +Sent: Monday, November 19, 2001 10:26 AM +To: Allen, Phillip K. +Cc: McDaniel, Kirk; Coleman, Brad; O'rourke, Tim +Subject: BRM Case & Options +Importance: High + +Phillip, + +I am following up to our BRM conversation from Friday. Obviously it is a valid questions to ask and as you requested I am attaching two documents: one summarizing the options and 2nd cash flow impact. In the cash flow impact Case 2 & 3 already account for additional cut of 100k from existing cost. (it comes from Expenses such as projected traveling 30K+Cut in Media 20K + Cut in sim exercises 50K) The cut in sim exercises need to be confirmed with you. A total of two sims could be cut one. Accenture will address this question tomorrow during the meeting. Also, I will ask them to cut the meeting by 10 min, thus we can go over the documents and can answer your questions. I am not sure what is Tim's schedule for tomorrow, but at least Kirk and myself will be around. + +Obviously cutting sims is not the best options but we are considering all alternatives at this time. We will continue to review how to cut labor and expenses. +One question that it would be good if you think about it before we meet is as follow. Is BRM ""core"" to the Enron for next few months or new organization? Please consider the costs of finishing this project. + + +Sincerely, + + +Yevgeny Frolov +713-345-8250 w + << File: BRM Cash Flow Cases.xls >> << File: BRM Contingency Numbers Rev3.xls >> " +"allen-p/sent_items/405.","Message-ID: <16719158.1075862165660.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 11:10:01 -0800 (PST) +From: k..allen@enron.com +To: med@dyalroberts.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'med@dyalroberts.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Mike & Tony, + +Rather than fill in the design selections, I have attached a spreadsheet that estimates the costs. Since I have spent so much time researching the house, I think my numbers are pretty close. + +I would be interested in working with a contractor on a cost plus fixed fee basis. I don't know if this would be agreeable to you. Take a look at the numbers and let me know what you think. If we could work together on this basis, I will complete the design selections. I will make the adjustments necessary to stay within the allowances as we get actual quotes from sub-contractors. + +We are torn between two good locations. However, we are leaning towards Kerrville. The lot in Kerrville is substantially more expensive than our lot in San Marcos, so we are really stretched to make this house work financially. We have decided that if we can make Kerrville work within our budget we will go ahead, if not we will fall back to our plan to move to San Marcos. + +I don't know how many jobs you have going currently, but if we could reach an agreement we would like to start immediately. + +Phillip Allen +713-463-8626 +pallen70@hotmail.com + + + " +"allen-p/sent_items/406.","Message-ID: <14089774.1075862165682.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 11:26:36 -0800 (PST) +From: k..allen@enron.com +To: troberts@dyalroberts.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'troberts@dyalroberts.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Allen, Phillip K. +Sent: Monday, November 26, 2001 11:10 AM +To: 'med@dyalroberts.com' +Subject: + +Mike & Tony, + +Rather than fill in the design selections, I have attached a spreadsheet that estimates the costs. Since I have spent so much time researching the house, I think my numbers are pretty close. + +I would be interested in working with a contractor on a cost plus fixed fee basis. I don't know if this would be agreeable to you. Take a look at the numbers and let me know what you think. If we could work together on this basis, I will complete the design selections. I will make the adjustments necessary to stay within the allowances as we get actual quotes from sub-contractors. + +We are torn between two good locations. However, we are leaning towards Kerrville. The lot in Kerrville is substantially more expensive than our lot in San Marcos, so we are really stretched to make this house work financially. We have decided that if we can make Kerrville work within our budget we will go ahead, if not we will fall back to our plan to move to San Marcos. + +I don't know how many jobs you have going currently, but if we could reach an agreement we would like to start immediately. + +Phillip Allen +713-463-8626 +pallen70@hotmail.com + + + " +"allen-p/sent_items/407.","Message-ID: <13221386.1075862165704.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 13:07:21 -0800 (PST) +From: k..allen@enron.com +To: mery.l.brown@accenture.com +Subject: RE: Summary of Today's Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'mery.l.brown@accenture.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Mery, + +Are we scheduled to meet tomorrow at 10 AM? If yes can we change to 2 PM? + +Phillip + -----Original Message----- +From: mery.l.brown@accenture.com@ENRON +Sent: Friday, November 16, 2001 12:22 PM +To: pallen@enron.com +Cc: donald.l.barnhart@accenture.com; kmcdani@enron.com; Frolov, Yevgeny +Subject: Summary of Today's Meeting + +Phillip, + +Thank you for meeting with us today. I want to take a few minutes to +summarize the decisions that came out of our meeting. + +1. Feedback Approach: We will incorporate the ideas and suggestions you +gave us and move forward with this approach. + +2. SME Review of Knowledge System Topics: When the time comes for Topics +reviews, we will send you the name of the SME who is responsible for +sign-off on each topic. + +3. Conversion and Arbitrage Problems: We will brainstorm ways to +incorporate more problems without going over our 4-6 hour target. We will +meet with you next Tuesday at 10:00 to review the problems as we've +designed them so far and arrive at a solution. (I will send an e-mail +Monday with the room number.) + +Have a good weekend. +Mery + + +This message is for the designated recipient only and may contain +privileged, proprietary, or otherwise private information. If you have +received it in error, please notify the sender immediately and delete the +original. Any other use of the email by you is prohibited." +"allen-p/sent_items/409.","Message-ID: <3850133.1075862165751.JavaMail.evans@thyme> +Date: Mon, 26 Nov 2001 13:50:38 -0800 (PST) +From: k..allen@enron.com +To: jwills3@swbell.net +Subject: RE: PO spreadsheets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'James Wills @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jim, + +Your spreadsheet shows the same type of return I was calculating. Your insurance and repair numbers seem very low. Also, assuming that the options to extend at higher rates will be exercised is a huge leap of faith. I don't believe these properties cost any where near the $150+/sf that they are being offered at. + +Based on the optimistic back loaded returns, I would not be comfortable purchasing a post office at this time. Thank you anyway. + +Phillip + + -----Original Message----- +From: James Wills @ENRON +Sent: Tuesday, November 20, 2001 8:56 AM +To: pallen70@hotmail.com; pallen@enron.com +Subject: PO spreadsheets + +Phillip, + +Hope you are doing well this week, and have great plans for Turkeyday!! +We'll be with family in Austin, and kind of on a maiden voyage in our +'83 Avion that we're upgrading for camping! + +Here's a look at three post offices in a slightly different manner. +Remember that the Roma one is about 5 years old, was a 15 yr lease +originally. The other two are new. + +The Roma is like buying a savings account. It would be paid off in 10 +years, you would reap some cash flow during that period, then the bonus +kicks in after that with the 10 yr. renewals at a higher lease income +after it's paid off. It would probably go beyond another 10 years. Cash +on cash returns don't mean as much on shorter amoritazations like Roma. + +We have shown this info and flyers to several people, so do let us know +if you are interested in any of them...I really don't think they will +last long. With best regards, Jim Wills + + - new analysis.xls << File: new analysis.xls >> " +"allen-p/sent_items/41.","Message-ID: <14597353.1075858638002.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 16:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stanley.horton@enron.com, dmccarty@enron.com +Subject: California Summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stanley.horton , dmccarty +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 11:22 AM --------------------------- + + + From: Jay Reitmeyer 05/03/2001 11:03 AM + + + +To: stanley.horton@enron.com, dmccarty@enron.com +cc: +Subject: California Summary + +Attached is the final version of the California Summary report with maps, graphs, and historical data. + + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +bcc: +Subject: Additional California Load Information + + + +Additional charts attempting to explain increase in demand by hydro, load growth, and temperature. Many assumptions had to be made. The data is not as solid as numbers in first set of graphs. + + +" +"allen-p/sent_items/42.","Message-ID: <21261996.1075858638025.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 12:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jay.reitmeyer@enron.com, matt.smith@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart , Jay Reitmeyer , Matt Smith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Can you guys coordinate to make sure someone listens to this conference call each week. Tara from the fundamental group was recording these calls when they happened every day. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 07:26 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale matters (should also give you an opportunity to raise state matters if you want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for use on tomorrow's conference call. It is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending the Senate Energy and Resource Committee Hearing on the elements of the FERC market monitoring and mitigation order. + + + + + +" +"allen-p/sent_items/43.","Message-ID: <29232650.1075858638049.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 11:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California Update 5/4/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 0= +6:54 AM --------------------------- +From:=09Kristin Walsh/ENRON@enronXgate on 05/04/2001 04:32 PM CDT +To:=09John J Lavorato/ENRON@enronXgate, Louise Kitchen/HOU/ECT@ECT +cc:=09Phillip K Allen/HOU/ECT@ECT, Tim Belden/ENRON@enronXgate, Jeff Dasovi= +ch/NA/Enron@Enron, Chris Gaskill/ENRON@enronXgate, Mike Grigsby/HOU/ECT@ECT= +, Tim Heizenrader/ENRON@enronXgate, Vince J Kaminski/HOU/ECT@ECT, Steven J = +Kean/NA/Enron@Enron, Rob Milnthorp/CAL/ECT@ECT, Kevin M Presto/HOU/ECT@ECT,= + Claudio Ribeiro/ENRON@enronXgate, Richard Shapiro/NA/Enron@Enron, James D = +Steffes/NA/Enron@Enron, Mark Tawney/ENRON@enronXgate, Scott Tholan/ENRON@en= +ronXgate, Britt Whitman/ENRON@enronXgate, Lloyd Will/HOU/ECT@ECT=20 +Subject:=09California Update 5/4/01 + +If you have any questions, please contact Kristin Walsh at (713) 853-9510. + +Bridge Loan Financing Bills May Not Meet Their May 8th Deadline Due to Lack= + of Support +Sources report there will not be a vote regarding the authorization for the= + bond issuance/bridge loan by the May 8th deadline. Any possibility for a= + deal has reportedly fallen apart. According to sources, both the Republic= +ans and Democratic caucuses are turning against Davis. The Democratic cauc= +us is reportedly ""unwilling to fight"" for Davis. Many legislative Republic= +ans and Democrats reportedly do not trust Davis and express concern that, o= +nce the bonds are issued to replenish the General Fund, Davis would ""double= + dip"" into the fund. Clearly there is a lack of good faith between the leg= +islature and the governor. However, it is believed once Davis discloses th= +e details of the power contracts negotiated, a bond issuance will take plac= +e. Additionally, some generator sources have reported that some of the lon= +g-term power contracts (as opposed to those still in development) require t= +hat the bond issuance happen by July 1, 2001. If not, the state may be in = +breach of contract. Sources state that if the legislature does not pass th= +e bridge loan legislation by May 8th, having a bond issuance by July 1st wi= +ll be very difficult. + +The Republicans were planning to offer an alternative plan whereby the stat= +e would ""eat"" the $5 billion cost of power spent to date out of the General= + Fund, thereby decreasing the amount of the bond issuance to approximately = +$8 billion. However, the reportedly now are not going to offer even this = +concession. Sources report that the Republicans intend to hold out for ful= +l disclosure of the governor's plan for handling the crisis, including the = +details and terms of all long-term contracts he has negotiated, before they= + will support the bond issuance to go forward. + +Currently there are two bills dealing with the bridge loan; AB 8X and AB = +31X. AB 8X authorizes the DWR to sell up to $10 billion in bonds. This bi= +ll passed the Senate in March, but has stalled in the Assembly due to a lac= +k of Republican support. AB 31X deals with energy conservation programs fo= +r community college districts. However, sources report this bill may be am= +ended to include language relevant to the bond sale by Senator Bowen, curre= +ntly in AB 8X. Senator Bowen's language states that the state should get = +paid before the utilities from rate payments (which, if passed, would be li= +kely to cause a SoCal bankruptcy).=20 +=20 +According to sources close to the Republicans in the legislature, Republic= +ans do not believe there should be a bridge loan due to money available in = +the General Fund. For instance, Tony Strickland has stated that only 1/2 = +of the bonds (or approximately $5 billion) should be issued. Other Republ= +icans reportedly do not support issuing any bonds. The Republicans intend= + to bring this up in debate on Monday. Additionally, Lehman Brothers repo= +rtedly also feels that a bridge loan is unnecessary and there are some ind= +ications that Lehman may back out of the bridge loan. +=20 +Key Points of the Bridge Financing +Initial Loan Amount:=09$4.125 B +Lenders:=09=09JP Morgan=09=09$2.5 B +=09=09=09Lehman Brothers=09=09$1.0 B +=09=09=09Bear Stearns=09=09$625 M +Tax Exempt Portion:=09Of the $4.125 B; $1.6 B is expected to be tax-exempt +Projected Interest Rate:=09Taxable Rate=09=095.77% +=09=09=09Tax-Exempt Rate=09=094.77% +Current Projected=20 +Blended IR:=09=095.38% +Maturity Date:=09=09August 29, 2001 +For more details please contact me at (713) 853-9510 + +Bill SB 6X Passed the Senate Yesterday, but Little Can be Done at This Time +The Senate passed SB 6X yesterday, which authorizes $5 billion to create t= +he California Consumer Power and Conservation Authority. The $5 billion= + authorized under SB 6X is not the same as the $5 billion that must be aut= +horized by the legislature to pay for power already purchased, or the addi= +tional amount of bonds that must be authorized to pay for purchasing power = +going forward. Again, the Republicans are not in support of these authoriz= +ations. Without the details of the long-term power contracts the governor = +has negotiated, the Republicans do not know what the final bond amount is = +that must be issued and that taxpayers will have to pay to support. No f= +urther action can be taken regarding the implementation of SB 6X until it = +is clarified how and when the state and the utilities get paid for purchas= +ing power. Also, there is no staff, defined purpose, etc. for the Calif= +ornia Public Power and Conservation Authority. However, this can be consi= +dered a victory for consumer advocates, who began promoting this idea earl= +ier in the crisis. +=20 +SoCal Edison and Bankruptcy +At this point, two events would be likely to trigger a SoCal bankruptcy. T= +he first would be a legislative rejection of the MOU between SoCal and the = +governor. The specified deadline for legislative approval of the MOU is Au= +gust 15th, however, some decision will likely be made earlier. According t= +o sources, the state has yet to sign the MOU with SoCal, though SoCal has s= +igned it. The Republicans are against the MOU in its current form and Davi= +s and the Senate lack the votes needed to pass. If the legislature indicat= +es that it will not pas the MOU, SoCal would likely file for voluntary bank= +ruptcy (or its creditor - involuntary) due to the lack operating cash. =20 + +The second likely triggering event, which is linked directly to the bond is= +suance, would be an effort by Senator Bowen to amend SB 31X (bridge loan) s= +tating that the DWR would received 100% of its payments from ratepayers, th= +en the utilities would receive the residual amount. In other words, the st= +ate will get paid before the utilities. If this language is included and p= +assed by the legislature, it appears likely that SoCal will likely file for= + bankruptcy. SoCal is urging the legislature to pay both the utilities and= + the DWR proportionately from rate payments. + +" +"allen-p/sent_items/44.","Message-ID: <9162525.1075858638152.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 15:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, jay.reitmeyer@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call + Privileged & Confidential Communication Attorney-Client Communication and + Attorney Work Product Privileges Asserted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby , Keith Holst , Frank Ermis , Jane M Tholt , Jay Reitmeyer , Tori Kuykendall , Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/04/2001 10:15 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale matters (should also give you an opportunity to raise state matters if you want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for use on tomorrow's conference call. It is available to all team members on the O drive. Please feel free to revise/add to/ update this table as appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending the Senate Energy and Resource Committee Hearing on the elements of the FERC market monitoring and mitigation order. + + + + + +" +"allen-p/sent_items/446.","Message-ID: <1745540.1075863148537.JavaMail.evans@thyme> +Date: Tue, 6 Nov 2001 05:18:49 -0800 (PST) +From: k..allen@enron.com +To: a..martin@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Martin, Thomas A. +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: Ratcliff, Renee +Sent: Friday, November 02, 2001 12:19 PM +To: Allen, Phillip K. +Subject: RE: + +Phillip, + +This section pertains to terminated employees who are paid out in the year following the termination event. The way the tax law works, the tax basis for your share distribution will be based on the closing stock price the day preceding notification to the transfer agent. As such, we will distribute net shares calculating the proper withholding at fair market value the day prior to notifying the transfer agent. We will be distributing the shares reflected on your 9/30/01 statement (6,606 shares plus cash for fractional shares). If you would prefer to settle the taxes with a personal check, we can distribute gross shares. Please let me know you preference. + +As you know, we are in the process of transferring recordkeeping services from NTRC to Hewitt. As such, we have a CPA, Larry Lewis, working with us to audit and set up transition files. He has become our department expert on the PSA account (much more knowledgeable than myself) and the various plan provision amendments. If you would like, we can set up a conference call with you, myself, and Larry to go over the payment methodology. Please let me know a date and time that is convenient for you. + +Thanks, + +Renee + + -----Original Message----- +From: Allen, Phillip K. +Sent: Thursday, November 01, 2001 8:26 AM +To: Ratcliff, Renee +Subject: + +Renee, + +Thank you for digging in to the issue of Deferred Phantom Stock Units. It is clear that the payment will be made in shares. However, I still don't understand which date will be used to determine the value and calculate how many shares. The plan document under VII. Amount of Benefit Payments reads ""The value of the shares, and resulting payment amount will be based on the closing price of Enron Corp. common stock on the January 1 before the date of payment, and such payment shall be made in shares of Enron Corp. common stock."" Can you help me interpret this statement and work through the numbers on my account. + +Thank you, + +Phillip Allen" +"allen-p/sent_items/45.","Message-ID: <13273237.1075858638174.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 13:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Traveling to have a business meeting takes the fun out of the trip. Especially if you have to prepare a presentation. I would suggest holding the business plan meetings here then take a trip without any formal business meetings. I would even try and get some honest opinions on whether a trip is even desired or necessary. + +As far as the business meetings, I think it would be more productive to try and stimulate discussions across the different groups about what is working and what is not. Too often the presenter speaks and the others are quiet just waiting for their turn. The meetings might be better if held in a round table discussion format. + +My suggestion for where to go is Austin. Play golf and rent a ski boat and jet ski's. Flying somewhere takes too much time. +" +"allen-p/sent_items/46.","Message-ID: <13444607.1075858638195.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 11:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +mike grigsby is having problems with accessing the west power site. Can you please make sure he has an active password. + +Thank you, + +Phillip" +"allen-p/sent_items/47.","Message-ID: <7977996.1075858638218.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 15:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Reagan, + +Just wanted to give you an update. I have changed the unit mix to include some 1 bedrooms and reduced the number of buildings to 12. Kipp Flores is working on the construction drawings. At the same time I am pursuing FHA financing. Once the construction drawings are complete I will send them to you for a revised bid. Your original bid was competitive and I am still attracted to your firm because of your strong local presence and contacts. + +Phillip" +"allen-p/sent_items/48.","Message-ID: <2680117.1075858638239.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 12:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jim, + +Is there going to be a conference call or some type of weekly meeting about all the regulatory issues facing California this week? Can you make sure the gas desk is included. + +Phillip" +"allen-p/sent_items/49.","Message-ID: <14682897.1075858638261.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 10:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: Re: 2- SURVEY - PHILLIP ALLEN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/02/2001 05:26 AM --------------------------- + + +Ina Rangel +05/01/2001 12:24 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: 2- SURVEY - PHILLIP ALLEN + + + + + +- +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 3-7041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? NO + If yes, who? + +Does anyone have permission to access your Email/Calendar? YES + If yes, who? INA RANGEL + +Are you responsible for updating anyone else's address book? + If yes, who? NO + +Is anyone else responsible for updating your address book? + If yes, who? NO + +Do you have access to a shared calendar? + If yes, which shared calendar? YES, West Calendar + +Do you have any Distribution Groups that Messaging maintains for you (for mass mailings)? + If yes, please list here: NO + +Please list all Notes databases applications that you currently use: NONE + +In our efforts to plan the exact date/time of your migration, we also will need to know: + +What are your normal work hours? From: 7:00 AM To: 5:00 PM + +Will you be out of the office in the near future for vacation, leave, etc? NO + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + + + + + + + + +" +"allen-p/sent_items/5.","Message-ID: <21539459.1075855376765.JavaMail.evans@thyme> +Date: Tue, 27 Nov 2001 12:11:54 -0800 (PST) +From: k..allen@enron.com +To: kippflores@mcleodusa.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'kippflores@mcleodusa.net' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +As discussed on the phone earlier today, please send 5 full sets plus 5 floor plan only sets of my house plan to + +Dyal Roberts Custom Homes +260 Thompson Drive +Suite 19 +Kerrville, TX 78028 + +Thank you, + +Phillip Allen +713-853-7041" +"allen-p/sent_items/50.","Message-ID: <16169145.1075858638285.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 17:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 4-URGENT - OWA Please print this now. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 0= +2:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:01 PM +To:=09Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon Bang= +erter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles Philpott/HR/Cor= +p/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris Tull/HOU/ECT@ECT, Dale Sm= +ith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, Donald Sutton/NA/Enron@Enro= +n, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna Morrison/Corp/Enron@ENRON= +, Joe Dorn/Corp/Enron@ENRON, Kathryn Schultea/HR/Corp/Enron@ENRON, Leon McD= +owell/NA/Enron@ENRON, Leticia Barrios/Corp/Enron@ENRON, Milton Brown/HR/Cor= +p/Enron@ENRON, Raj Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron= +@Enron, Andrea Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, = +Bonne Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann = +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick John= +son/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A Ho= +pe/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald Fain/HR/Corp/En= +ron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna Harris/HR/Corp/Enron@ENRON,= + Keith Jones/HR/Corp/Enron@ENRON, Kristi Monson/NA/Enron@Enron, Bobbie McNi= +el/HR/Corp/Enron@ENRON, John Stabler/HR/Corp/Enron@ENRON, Michelle Prince/N= +A/Enron@Enron, James Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jen= +nifer Johnson/Contractor/Enron Communications@Enron Communications, Jim Lit= +tle/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald Martin/NA/Enron@EN= +RON, Andrew Mattei/NA/Enron@ENRON, Darvin Mitchell/NA/Enron@ENRON, Mark Old= +ham/NA/Enron@ENRON, Wesley Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVE= +LOPMENT@ENRON_DEVELOPMENT, Natalie Rau/NA/Enron@ENRON, William Redick/NA/En= +ron@ENRON, Mark A Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENR= +ON, Gary Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David Upto= +n/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel Click/HR/Corp/En= +ron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy Gross/HR/Corp/Enron@Enron, = +Arthur Johnson/HR/Corp/Enron@Enron, Danny Jones/HR/Corp/Enron@ENRON, John O= +gden/Houston/Eott@Eott, Edgar Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp= +/Enron@ENRON, Lance Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, J= +ane M Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect= +, Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HO= +U/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuy= +kendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne Wukasch/Corp/Enr= +on@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike Potter/NA/Enron@Enron, Na= +talie Baker/HOU/ECT@ECT, Suzanne Calcagno/NA/Enron@Enron, Alvin Thompson/Co= +rp/Enron@Enron, Cynthia Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT= +@ECT, Joan Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON= +@enronXgate, Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Rober= +t Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna Boudreaux/ENRON@= +enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara Carter/NA/Enron@ENRON,= + Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron Communications@Enron Commun= +ications, Jack Netek/Enron Communications@Enron Communications, Lam Nguyen/= +NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, Craig Taylor/HOU/ECT@ECT, = +Jessica Hangach/NYC/MGUSA@MGUSA, Kathy Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/= +NYC/MGUSA@MGUSA, Ruth Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUS= +A +cc:=09=20 +Subject:=094-URGENT - OWA Please print this now. + + +Current Notes User: + +REASONS FOR USING OUTLOOK WEB ACCESS (OWA) + +1. Once your mailbox has been migrated from Notes to Outlook, the Outlook c= +lient will be configured on your computer. +After migration of your mailbox, you will not be able to send or recieve ma= +il via Notes, and you will not be able to start using Outlook until it is c= +onfigured by the Outlook Migration team the morning after your mailbox is m= +igrated. During this period, you can use Outlook Web Access (OWA) via your= + web browser (Internet Explorer 5.0) to read and send mail. + +PLEASE NOTE: Your calendar entries, personal address book, journals, and T= +o-Do entries imported from Notes will not be available until the Outlook cl= +ient is configured on your desktop. + +2. Remote access to your mailbox. +After your Outlook client is configured, you can use Outlook Web Access (OW= +A) for remote access to your mailbox. + +PLEASE NOTE: At this time, the OWA client is only accessible while connect= +ing to the Enron network (LAN). There are future plans to make OWA availab= +le from your home or when traveling abroad. + +HOW TO ACCESS OUTLOOK WEB ACCESS (OWA) + +Launch Internet Explorer 5.0, and in the address window type: http://nahou= +-msowa01p/exchange/john.doe + +Substitute ""john.doe"" with your first and last name, then click ENTER. You= + will be prompted with a sign in box as shown below. Type in ""corp/your us= +er id"" for the user name and your NT password to logon to OWA and click OK.= + You will now be able to view your mailbox. + +=09 + +PLEASE NOTE: There are some subtle differences in the functionality betwee= +n the Outlook and OWA clients. You will not be able to do many of the thin= +gs in OWA that you can do in Outlook. Below is a brief list of *some* of t= +he functions NOT available via OWA: + +Features NOT available using OWA: + +- Tasks +- Journal +- Spell Checker +- Offline Use +- Printing Templates +- Reminders +- Timed Delivery +- Expiration +- Outlook Rules +- Voting, Message Flags and Message Recall +- Sharing Contacts with others +- Task Delegation +- Direct Resource Booking +- Personal Distribution Lists + +QUESTIONS OR CONCERNS? + +If you have questions or concerns using the OWA client, please contact the = +Outlook 2000 question and answer Mailbox at: + +=09Outlook.2000@enron.com + +Otherwise, you may contact the Resolution Center at: + +=09713-853-1411 + +Thank you, + +Outlook 2000 Migration Team +" +"allen-p/sent_items/51.","Message-ID: <31045562.1075858638377.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 17:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 0= +2:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:00 PM +To:=09Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon Bang= +erter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles Philpott/HR/Cor= +p/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris Tull/HOU/ECT@ECT, Dale Sm= +ith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, Donald Sutton/NA/Enron@Enro= +n, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna Morrison/Corp/Enron@ENRON= +, Joe Dorn/Corp/Enron@ENRON, Kathryn Schultea/HR/Corp/Enron@ENRON, Leon McD= +owell/NA/Enron@ENRON, Leticia Barrios/Corp/Enron@ENRON, Milton Brown/HR/Cor= +p/Enron@ENRON, Raj Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron= +@Enron, Andrea Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, = +Bonne Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann = +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick John= +son/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A Ho= +pe/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald Fain/HR/Corp/En= +ron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna Harris/HR/Corp/Enron@ENRON,= + Keith Jones/HR/Corp/Enron@ENRON, Kristi Monson/NA/Enron@Enron, Bobbie McNi= +el/HR/Corp/Enron@ENRON, John Stabler/HR/Corp/Enron@ENRON, Michelle Prince/N= +A/Enron@Enron, James Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jen= +nifer Johnson/Contractor/Enron Communications@Enron Communications, Jim Lit= +tle/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald Martin/NA/Enron@EN= +RON, Andrew Mattei/NA/Enron@ENRON, Darvin Mitchell/NA/Enron@ENRON, Mark Old= +ham/NA/Enron@ENRON, Wesley Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVE= +LOPMENT@ENRON_DEVELOPMENT, Natalie Rau/NA/Enron@ENRON, William Redick/NA/En= +ron@ENRON, Mark A Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENR= +ON, Gary Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David Upto= +n/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel Click/HR/Corp/En= +ron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy Gross/HR/Corp/Enron@Enron, = +Arthur Johnson/HR/Corp/Enron@Enron, Danny Jones/HR/Corp/Enron@ENRON, John O= +gden/Houston/Eott@Eott, Edgar Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp= +/Enron@ENRON, Lance Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, J= +ane M Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect= +, Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HO= +U/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuy= +kendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne Wukasch/Corp/Enr= +on@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike Potter/NA/Enron@Enron, Na= +talie Baker/HOU/ECT@ECT, Suzanne Calcagno/NA/Enron@Enron, Alvin Thompson/Co= +rp/Enron@Enron, Cynthia Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT= +@ECT, Joan Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON= +@enronXgate, Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Rober= +t Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna Boudreaux/ENRON@= +enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara Carter/NA/Enron@ENRON,= + Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron Communications@Enron Commun= +ications, Jack Netek/Enron Communications@Enron Communications, Lam Nguyen/= +NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, Craig Taylor/HOU/ECT@ECT, = +Jessica Hangach/NYC/MGUSA@MGUSA, Kathy Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/= +NYC/MGUSA@MGUSA, Ruth Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUS= +A +cc:=09=20 +Subject:=092- SURVEY/INFORMATION EMAIL + +Current Notes User:=20 + +To ensure that you experience a successful migration from Notes to Outlook,= + it is necessary to gather individual user information prior to your date o= +f migration. Please take a few minutes to completely fill out the followin= +g survey. When you finish, simply click on the 'Reply' button then hit 'Se= +nd' Your survey will automatically be sent to the Outlook 2000 Migration M= +ailbox. + +Thank you. + +Outlook 2000 Migration Team + +---------------------------------------------------------------------------= +----------------------------------------------------------------- + +Full Name: =20 + +Login ID: =20 + +Extension: =20 + +Office Location: =20 + +What type of computer do you have? (Desktop, Laptop, Both) =20 + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilo= +t, Jornada) =20 + +Do you have permission to access anyone's Email/Calendar? =20 + If yes, who? =20 + +Does anyone have permission to access your Email/Calendar? =20 + If yes, who? =20 + +Are you responsible for updating anyone else's address book? =20 + If yes, who? =20 + +Is anyone else responsible for updating your address book? =20 + If yes, who? =20 + +Do you have access to a shared calendar? =20 + If yes, which shared calendar? =20 + +Do you have any Distribution Groups that Messaging maintains for you (for m= +ass mailings)? =20 + If yes, please list here: =20 + +Please list all Notes databases applications that you currently use: =20 + +In our efforts to plan the exact date/time of your migration, we also will = +need to know: + +What are your normal work hours? From: To: =20 + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): =20 + + +" +"allen-p/sent_items/52.","Message-ID: <11344752.1075858638460.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 19:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: alan.comnes@enron.com +Subject: Re: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Alan Comnes +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Alan, + +You should have received updated numbers from Keith Holst. Call me if you did not receive them. + +Phillip" +"allen-p/sent_items/53.","Message-ID: <14974833.1075858638482.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 14:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 11:21 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a table you prepared for me a few months ago, which I've attached.. Can you oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all of the ""stupid regulatory/legislative decisions"" since the beginning of the year. Ken wants to have this updated chart in his briefing book for next week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get these three documents by Monday afternoon? + + + +" +"allen-p/sent_items/54.","Message-ID: <23780974.1075858638504.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 10:36 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a table you prepared for me a few months ago, which I've attached.. Can you oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all of the ""stupid regulatory/legislative decisions"" since the beginning of the year. Ken wants to have this updated chart in his briefing book for next week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get these three documents by Monday afternoon? + + + +" +"allen-p/sent_items/55.","Message-ID: <19995379.1075858638525.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 13:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lisa.jones@enron.com +Subject: Re: Analyst Resume - Rafael Avila +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lisa Jones +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Send to Karen Buckley. Trading track interview to be conducted in May. " +"allen-p/sent_items/56.","Message-ID: <14699842.1075858638547.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 13:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Cc: tim.belden@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.belden@enron.com +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: Tim Belden +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +Can you authorize access to the west power site for Keith Holtz. He is our Southern California basis trader and is under a two year contract. + +On another note, is it my imagination or did the SARR website lower its forecast for McNary discharge during May. It seems like the flows have been lowered into the 130 range and there are fewer days near 170. Also the second half of April doesn't seem to have panned out as I expected. The outflows stayed at 100-110 at McNary. Can you email or call with some additional insight? + +Thank you, + +Phillip" +"allen-p/sent_items/57.","Message-ID: <32525153.1075858638568.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 17:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Leander etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I would look at properties in San Antonio or Dallas." +"allen-p/sent_items/58.","Message-ID: <15007618.1075858638590.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 16:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Gary Schmitz +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Gary, + +I have also been speaking to Johnnie Brown in San Antonio to be the general contractor. According to Johnnie, I would not be pay any less buying from the factory versus purchasing the panels through him since my site is within his region. Assuming this is true, I will work directly with him. I believe he has sent you my plans. They were prepared by Kipp Flores architects. + +Can you confirm that the price is the same direct from the factory or from the distributor? If you have the estimates worked up for Johnnie will you please email them to me as well? + +Thank you for your time. I am excited about potentially using your product. + +Phillip Allen" +"allen-p/sent_items/59.","Message-ID: <4383892.1075858638611.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 11:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: FERC's Prospective Mitigation and Monitoring Plan for CA + Wholesale Electric Markets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ray, + +Is there any detail on the gas cost proxy. Which delivery points from which publication will be used? Basically, can you help us get any clarification on the language ""the average daily cost of gas for all delivery points in California""? + +Phillip" +"allen-p/sent_items/6.","Message-ID: <28491709.1075855376786.JavaMail.evans@thyme> +Date: Thu, 29 Nov 2001 08:57:48 -0800 (PST) +From: k..allen@enron.com +To: gthorse@keyad.com +Subject: FW: Regatta, Sea Breeze & Harvard Place Apartments - Austin, TX +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'gthorse@keyad.com' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: ""Stutzman, Chris KWP"" >@ENRON +Sent: Wednesday, November 28, 2001 4:14 PM +To: 'pallen@enron.com' +Subject: Regatta, Sea Breeze & Harvard Place Apartments - Austin, TX + + +Phillip, +The additional property information you requested on the Regatta, Sea Breeze & Harvard Place Apartments in Austin, Texas has been sent for 10:30 am delivery on Thursday, November 29th via Lone Star Overnight (Airbill # 22146964). +Please call with any questions after your review of the information. We are set up to preview Sea Breeze and Harvard Place on Friday, the 30th at 9:00am starting at Harvard Place. +Thank you, +Chris Stutzman +Chris Stutzman +Marketing Director +Kennedy-Wilson Brokerage Services +5929 Balcones Drive +Suite 100 +Austin, TX 78731 +(512) 451-5555 Phone +(512) 459-9617 Fax +cstutzman@kennedywilson.com " +"allen-p/sent_items/60.","Message-ID: <28103567.1075858638634.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 18:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ned.higgins@enron.com +Subject: Re: Unocal WAHA Storage +Cc: mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mike.grigsby@enron.com +X-From: Phillip K Allen +X-To: Ned Higgins +X-cc: Mike Grigsby +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ned, + +Regarding the Waha storage, the west desk does not have a strong need for this storage but we are always willing to show a bid based on the current summer/winter spreads and cycling value. The following assumptions were made to establish our bid: 5% daily injection capacity, 10% daily withdrawal capacity, 1% fuel (injection only), 0.01/MMBtu variable injection and withdrawal fees. Also an undiscounted June 01 to January 02 spread of $0.60 existed at the time of this bid. + +Bid for a 1 year storage contract beginning June 01 based on above assumptions: $0.05/ MMBtu/Month ($0.60/Year). Demand charges only. + +I am not sure if this is exactly what you need or not. Please call or email with comments. + +Phillip Allen + +" +"allen-p/sent_items/61.","Message-ID: <24466219.1075858638656.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 16:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 01:51 PM --------------------------- + + +Ray Alvarez@ENRON +04/25/2001 11:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: This morning's Commission meeting delayed + +Phil, I suspect that discussions/negotiations are taking place behind closed doors ""in smoke filled rooms"", if not directly between Commissioners then among FERC staffers. Never say never, but I think it is highly unlikely that the final order will contain a fixed price cap. I base this belief in large part on what I heard at a luncheon I attended yesterday afternoon at which the keynote speaker was FERC Chairman Curt Hebert. Although the Chairman began his presentation by expressly stating that he would not comment or answer questions on pending proceedings before the Commission, Hebert had some enlightening comments which relate to price caps: + +Price caps are almost never the right answer +Price Caps will have the effect of prolonging shortages +Competitive choices for consumers is the right answer +Any solution, however short term, that does not increase supply or reduce demand, is not acceptable +Eight out of eleven western Governors oppose price caps, in that they would export California's problems to the West + +This is the latest intelligence I have on the matter, and it's a pretty strong anti- price cap position. Of course, Hebert is just one Commissioner out of 3 currently on the Commission, but he controls the meeting agenda and if the draft order is not to his liking, the item could be bumped off the agenda. Hope this info helps. Ray + + + + +Phillip K Allen@ECT +04/25/2001 02:28 PM +To: Ray Alvarez/NA/Enron@ENRON +cc: + +Subject: Re: This morning's Commission meeting delayed + +Are there behind closed doors discussions being held prior to the meeting? Is there the potential for a surprise announcement of some sort of fixed price gas or power cap once the open meeting finally happens? + + + + + + + +" +"allen-p/sent_items/62.","Message-ID: <27742387.1075858638677.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 16:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Are there behind closed doors discussions being held prior to the meeting? Is there the potential for a surprise announcement of some sort of fixed price gas or power cap once the open meeting finally happens?" +"allen-p/sent_items/63.","Message-ID: <27479279.1075858638699.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 16:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gary +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Gary, + +Here is a photograph of a similar house. The dimensions would be 56'Wide X 41' Deep for the living area. In addition there will be a 6' deep two story porch across the entire back and 30' across the front. A modification to the front will be the addition of a gable across 25' on the left side. The living area will be brought forward under this gable to be flush with the front porch. + +I don't have my floor plan with me at work today, but will bring in tomorrow and fax you a copy. + +Phillip Allen +713-853-7041 +pallen@enron.com + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 12:51 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/sent_items/64.","Message-ID: <1043471.1075858638721.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 17:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: eric.benson@enron.com +Subject: Re: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Eric Benson +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +it works. thank you" +"allen-p/sent_items/65.","Message-ID: <22209903.1075858638746.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 17:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + monique.sanchez@enron.com, randall.gay@enron.com, + frank.ermis@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, steven.south@enron.com, + jay.reitmeyer@enron.com, susan.scott@enron.com +Subject: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby , Keith Holst , Matthew Lenhart , Monique Sanchez , Randall L Gay , Frank Ermis , Jane M Tholt , Tori Kuykendall , Steven P South , Jay Reitmeyer , Susan M Scott +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 02:23 PM --------------------------- + + +Eric Benson@ENRON on 04/24/2001 11:47:40 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Instructions for FERC Meetings + +Mr. Allen - + +Per our phone conversation, please see the instructions below to get access to view FERC meetings. Please advise if there are any problems, questions or concerns. + +Eric Benson +Sr. Specialist +Enron Government Affairs - The Americas +713-853-1711 + +++++++++++++++++++++++++++ + +----- Forwarded by Eric Benson/NA/Enron on 04/24/2001 01:45 PM ----- + + Janet Butler 11/06/2000 04:51 PM To: Eric.Benson@enron.com, Steve.Kean@enron.com, Richard.Shapiro@enron.com cc: Subject: Instructions for FERC Meetings + + +As long as you are configured to receive Real Video, you should be able to access the FERC meeting this Wednesday, November 8. The instructions are below. + + +---------------------- Forwarded by Janet Butler/ET&S/Enron on 11/06/2000 04:49 PM --------------------------- + + +Janet Butler +10/31/2000 04:12 PM +To: Christi.L.Nicolay@enron.com, James D Steffes/NA/Enron@Enron, Rebecca.Cantrell@enron.com +cc: Shelley Corman/ET&S/Enron@Enron + +Subject: Instructions for FERC Meetings + + + + +Here is the URL address for the Capitol Connection. You should be able to simply click on this URL below and it should come up for you. (This is assuming your computer is configured for Real Video/Audio). We will pay for the annual contract and bill your cost centers. + +You are connected for tomorrow as long as you have access to Real Video. + +http://www.capitolconnection.gmu.edu/ + +Instructions: + +Once into the Capitol Connection sight, click on FERC +Click on first line (either ""click here"" or box) +Dialogue box should require: user name: enron-y + password: fercnow + +Real Player will connect you to the meeting + +Expand your screen as you wish for easier viewing + +Adjust your sound as you wish + + + + + +" +"allen-p/sent_items/66.","Message-ID: <22351457.1075858638768.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 15:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Frank, + +The implied risk created by the san juan and rockies indeces being partially set after today is the same as the risk in a long futures position. Whatever the risk was prior should not matter. Since the rest of the books are very short price this should be a large offset. If the VAR calculation does not match the company's true risk then it needs to be revised or adjusted. + +Phillip" +"allen-p/sent_items/67.","Message-ID: <19076460.1075858638789.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 13:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I just spoke to the insurance company. They are going to cancel and prorate my policy and work with the Kuo's to issue a new policy." +"allen-p/sent_items/68.","Message-ID: <5480578.1075858638826.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 12:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 09:26 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 04/24/2001 09:25 AM CDT +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: + +FYI, +? Selling 500/d of SoCal, XH lowers overall desk VAR by $8 million +? Selling 500K KV, lowers overall desk VAR by $4 million + +Frank + +" +"allen-p/sent_items/69.","Message-ID: <5159174.1075858638847.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 12:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Griff, + +It is bidweek again. I need to provide view only ID's to the two major publications that post the monthly indeces. Please email an id and password to the following: + +Dexter Steis at Natural Gas Intelligence- dexter@intelligencepress.com + +Liane Kucher at Inside Ferc- lkuch@mh.com + +Bidweek is under way so it is critical that these id's are sent out asap. + +Thanks for your help, + +Phillip Allen" +"allen-p/sent_items/7.","Message-ID: <4870333.1075855376808.JavaMail.evans@thyme> +Date: Thu, 29 Nov 2001 12:16:44 -0800 (PST) +From: k..allen@enron.com +To: keith.holst@enron.com +Subject: FW: Please Forward To Keith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Holst, Keith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + + + + -----Original Message----- +From: ""Darrell Jack"" >@ENRON +Sent: Thursday, November 29, 2001 11:51 AM +To: Allen, Phillip K. +Subject: Please Forward To Keith + +Hey Phillip, + +I have gone into travel planning mode and wanted to invite both you and +Keith on a scuba expedition. + +Greg, our friend Larry Hudler and I are planning a trip to Fiji January 24th +to Feb. 2nd. All in, the trip should be about $2,000. This includes +Airfare, Condo, Diving, Food, and Drink, and maybe a little more drink. + +Let me know if either of you can attend. + +Darrell" +"allen-p/sent_items/70.","Message-ID: <5587008.1075858638869.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Ashish Mahajan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Send his resume to Karen Buckley. I believe there will be a full round of interviews for the trading track in May." +"allen-p/sent_items/71.","Message-ID: <15553530.1075858638890.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Have him send his resume to Karen Buckley in HR. There is a new round of trading track interviews in May. +" +"allen-p/sent_items/72.","Message-ID: <19165369.1075858638911.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Bryan Hull +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Andrea, + +After reviewing Bryan Hull's resume, I think he would be best suited for the trading track program. Please forward his resume to Karen Buckley. + +Phillip" +"allen-p/sent_items/73.","Message-ID: <23366528.1075858638933.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 13:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: FW: Trading Track Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I think Chad deserves an interview." +"allen-p/sent_items/74.","Message-ID: <172029.1075858638954.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 12:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: johnniebrown@juno.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: johnniebrown +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Johnnie, + +Thank you for meeting with me on Friday. I left feeling very optimistic about the panel system. I would like to find a way to incorporate the panels into the home design I showed you. In order to make it feasible within my budget I am sure it will take several iterations. The prospect of purchasing the panels and having your framers install them may have to be considered. However, my first choice would be for you to be the general contractor. + +I realize you receive a number of calls just seeking information about this product with very little probability of a sale. I just want to assure you that I am going to build this house in the fall and I would seriously consider using the panel system if it truly was only a slight increase in cost over stick built. + +Please email your cost estimates when complete. + +Thank you, + +Phillip Allen" +"allen-p/sent_items/75.","Message-ID: <5612878.1075858638976.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 13:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: julie.pechersky@enron.com +Subject: Re: Do you still access data from Inteligence Press online?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie Pechersky +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +I still use this service" +"allen-p/sent_items/76.","Message-ID: <14139590.1075858638999.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 17:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Ina, + +Can you please forward the presentation to Mog. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 02:50 PM --------------------------- +From: Karen Buckley/ENRON@enronXgate on 04/18/2001 10:56 AM CDT +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: RE: Presentation to Trading Track A&A + +Hi Philip + +If you do have slides preapred,, can you have your assistant e:mail a copy to Mog Heu, who will conference in from New York. + +Thanks, karen + + -----Original Message----- +From: Allen, Phillip +Sent: Wednesday, April 18, 2001 10:30 AM +To: Buckley, Karen +Subject: Re: Presentation to Trading Track A&A + +The topic will the the western natural gas market. I may have overhead slides. I will bring handouts. +" +"allen-p/sent_items/77.","Message-ID: <11618361.1075858639021.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 17:21:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Chad, + +Call Ted Bland about the trading track program. All the desks are trying to use this program to train analysts to be traders. Your experience should help you in the process and make the risk rotation unnecessary. Unless you are dying to do another rotation is risk. + +Phillip " +"allen-p/sent_items/78.","Message-ID: <16554397.1075858639042.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 13:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: FW: 2nd lien info. and private lien info - The Stage Coach + Apartments, Phillip Allen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +How am I to send them the money for the silent second? Regular mail, overnight, wire transfer? I don't see how their bank will make the funds available by Friday unless I wire the money. If that is what I need to do please send wiring instructions." +"allen-p/sent_items/79.","Message-ID: <29967401.1075858639064.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 13:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The topic will the the western natural gas market. I may have overhead slides. I will bring handouts." +"allen-p/sent_items/8.","Message-ID: <16429747.1075855376829.JavaMail.evans@thyme> +Date: Thu, 29 Nov 2001 13:31:37 -0800 (PST) +From: k..allen@enron.com +To: djack@keyad.com +Subject: RE: Please Forward To Keith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Darrell Jack"" @ENRON' +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Thanks for the invitation. Keith might have the freedom to go. + +Phillip + + -----Original Message----- +From: ""Darrell Jack"" @ENRON +Sent: Thursday, November 29, 2001 11:51 AM +To: Allen, Phillip K. +Subject: Please Forward To Keith + +Hey Phillip, + +I have gone into travel planning mode and wanted to invite both you and +Keith on a scuba expedition. + +Greg, our friend Larry Hudler and I are planning a trip to Fiji January 24th +to Feb. 2nd. All in, the trip should be about $2,000. This includes +Airfare, Condo, Diving, Food, and Drink, and maybe a little more drink. + +Let me know if either of you can attend. + +Darrell" +"allen-p/sent_items/80.","Message-ID: <10097914.1075858639085.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 11:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +I am in the office today. Any isssues to deal with for the stagecoach? + +Phillip" +"allen-p/sent_items/81.","Message-ID: <30888294.1075858639107.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 11:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com, frank.ermis@enron.com, mike.grigsby@enron.com +Subject: approved trader list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst , Frank Ermis , Mike Grigsby +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 08:10 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: approved trader list + +Enron Wholesale Services (EES Gas Desk) + +Approved Trader List: + + + +Name Title Region Basis Only + +Black, Don Vice President Any Desk + +Hewitt, Jess Director All Desks +Vanderhorst, Barry Director East, West +Shireman, Kris Director West +Des Champs, Joe Director Central +Reynolds, Roger Director West + +Migliano, Andy Manager Central +Wiltfong, Jim Manager All Desks + +Barker, Jim Sr, Specialist East +Fleming, Matt Sr. Specialist East - basis only +Tate, Paul Sr. Specialist East - basis only +Driscoll, Marde Sr. Specialist East - basis only +Arnold, Laura Sr. Specialist Central - basis only +Blaine, Jay Sr. Specialist East - basis only +Guerra, Jesus Sr. Specialist Central - basis only +Bangle, Christina Sr. Specialist East - basis only +Smith, Rhonda Sr. Specialist East - basis only +Boettcher, Amanda Sr. Specialist Central - basis only +Pendegraft, Sherry Sr. Specialist East - basis only +Ruby Robinson Specialist West - basis only +Diza, Alain Specialist East - basis only + +Monday, April 16, 2001 +Jess P. Hewitt +Revised +Approved Trader List.doc +" +"allen-p/sent_items/82.","Message-ID: <18953158.1075858639128.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 13:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: insurance - the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Smith +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +The insurance company is: + +Central Insurance Agency, Inc +6000 N., Lamar +P.O. Box 15427 +Austin, TX 78761-5427 + +Policy #CBI420478 + +Contact: Jeanette Peterson + +(512)451-6551 + +The actual policy is signed by Vista Insurance Partners. + +Please try and schedule the appraiser for sometime after 1 p.m. so my Dad can walk him around. + +I will be out of town on Tuesday. What else do we need to get done before closing? + +Phillip" +"allen-p/sent_items/83.","Message-ID: <13507092.1075858639150.JavaMail.evans@thyme> +Date: Wed, 16 May 2001 07:06:22 -0700 (PDT) +From: k..allen@enron.com +To: kristin.walsh@enron.com +Subject: RE: Calpine Plants +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Walsh, Kristin +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +thanks for the update. This is very useful. + + -----Original Message----- +From: Walsh, Kristin +Sent: Tuesday, May 15, 2001 10:51 AM +To: Allen, Phillip K.; Grigsby, Mike +Cc: Tholan, Scott +Subject: Calpine Plants +Importance: High + +Phillip, + Below is a brief update on the Sutter Power plant. We expect more information soon on both and will forward it when received. Please let me know if you have any questions. + +Sutter Power (500 MW) +They are very close to being complete with all construction +They are currently taking in gas for testing of the plant and the project is expected to be fully on-line July 2nd +All environmental permitting and regulatory hurdles have been completed + +Thanks, +Kristin" +"allen-p/sent_items/84.","Message-ID: <17967071.1075858639172.JavaMail.evans@thyme> +Date: Wed, 16 May 2001 09:24:57 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: 'jsmith@austintx.com' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +I received the fax from Velasquez Masonry for $11,000. He is proposing to do work on nine buildings. From the memo from the city it sounds like 33,34,35, and 42 are the units that are at risk for collapse. I don't want to pay for any discretionary work. Also, I am still waiting for a quote from another mason. + +I am willing to offer $5,000 toward the repair and removal of rock in return for the release prepared by Jacques. With regard to the utilities I want to have them transferred on Monday the 21st. That will be one month that the utilities have been in my name. It needs to be clear that I will net that month's electric and water against the $5,000 for the rock. + +If she is willing to take the money for repairs we should be able to wrap things up immediately. If not we will have to continue negotiations, but the utilities still need to be transferred. + +Phillip +" +"allen-p/sent_items/85.","Message-ID: <16236485.1075858639194.JavaMail.evans@thyme> +Date: Wed, 16 May 2001 12:40:35 -0700 (PDT) +From: k..allen@enron.com +To: timothy.heizenrader@enron.com +Subject: RE: pnw-march1-forecast-gas-update-summary.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Heizenrader, Timothy +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +Thanks for the update. + + -----Original Message----- +From: Heizenrader, Timothy +Sent: Wednesday, May 16, 2001 11:23 AM +To: Allen, Phillip K. +Cc: Belden, Tim +Subject: pnw-march1-forecast-gas-update-summary.xls + + + +Here's the forecast that you asked for, updated for reported actuals, mid-Columbia spill participation and an assumption that the current drastic efforts to refill continue through June 10. Not included is the rumored 400 MW-mo of federal lower Columbia spill that's been considered for the May to mid-June time frame. " +"allen-p/sent_items/86.","Message-ID: <21967225.1075858639217.JavaMail.evans@thyme> +Date: Thu, 17 May 2001 05:12:01 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Friday 5/25/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +That is fine + + -----Original Message----- +From: Rangel, Ina +Sent: Wednesday, May 16, 2001 2:50 PM +To: Shively, Hunter S.; Allen, Phillip K.; Neal, Scott; Martin, Thomas A.; Vickers, Frank; Tycholiz, Barry; Lagrasta, Fred +Subject: Friday 5/25/01 + +Deskheads: + +I would like to have a 2 hour team building session for the assistants, receptionists, and clerks on Friday 5/25/01. The only thing that will be charged to your cost center is the cost of a lunch brought in for the administrative staff. + +I know that the assistants usually are out of here between 12:30 to 1:30 being that this is a Friday before a holiday. I would like to have the session start at 12:30 so that they can still be out of here by 2:30 that day. This would require the phones being on solo pilot starting at 12:30. + +Please respond with your approval, questions and/or comments as soon as time permits so I can set everything up this week. + +Many thanks, +Ina Rangel" +"allen-p/sent_items/87.","Message-ID: <3735976.1075858639239.JavaMail.evans@thyme> +Date: Thu, 17 May 2001 07:40:06 -0700 (PDT) +From: k..allen@enron.com +To: james.steffes@enron.com +Subject: RE: FERC REQUEST - PLEASE COORDINATE WITH LEGAL AND BUSINESS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Steffes, James +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jim, + +I read through the data request. We cannot provide several of the items that they requested. We do not break out our california deals into separate transport and commodity components. Also the majortiy of our buys and sells net out without exchanging actual transport contract numbers. I know in the past Becky C. has worked with our back office to pull the data directly from the system. Let me know if I need to do anything to assist gathering the data. I would like to review the final product before it is submitted. + +Phillip + + -----Original Message----- +From: Steffes, James +Sent: Tuesday, May 15, 2001 2:14 PM +To: Cantrell, Rebecca +Cc: Nicolay, Christi; Novosel, Sarah; Fulton, Donna; Lawner, Leslie; Shapiro, Richard; Sanders, Richard; Williams, Robert C.; Allen, Phillip K.; Belden, Tim; Black, Don; Sharp, Vicki; Sager, Elizabeth; Frank, Robert; Hodge, Jeffrey +Subject: FERC REQUEST - PLEASE COORDINATE WITH LEGAL AND BUSINESS + +Becky -- + +Pls take the lead in coordinating our response to these requests. + +It is critical that legal litigation counsel (Richard Sanders and Bob Williams) see and approve the responses before sending to FERC. + +Thanks, + +Jim + +---------------------- Forwarded by James D Steffes/NA/Enron on 05/15/2001 04:06 PM --------------------------- + + +""Randall Rich"" on 05/15/2001 02:23:14 PM +To: , , +cc: + +Subject: Fwd: Fax from '202 273 0901' (3 pages) + + +FERC's data request is attached. +Date: Tue, 15 May 2001 14:21:08 -0500 +From: FAX +To: +Subject: Fax from '202 273 0901' (3 pages) +Mime-Version: 1.0 +Content-Type: multipart/mixed; boundary=""=_E4BED334.375636AC"" + +Time: 5/15/01 3:19:28 PM +Received from remote ID: 202 273 0901 +Inbound user ID RICHRS, routing code 2125 +Result: (0/352;0/0) Successful Send +Page record: 1 - 3 +Elapsed time: 01:24 on channel 1 + + - M00063C7.TIF << File: M00063C7.TIF >> + + + +" +"allen-p/sent_items/88.","Message-ID: <10208752.1075858639261.JavaMail.evans@thyme> +Date: Tue, 22 May 2001 05:23:44 -0700 (PDT) +From: k..allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Grigsby, Mike +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +http://www.caiso.com/SystemStatus.html" +"allen-p/sent_items/89.","Message-ID: <14696207.1075858639283.JavaMail.evans@thyme> +Date: Wed, 23 May 2001 07:33:27 -0700 (PDT) +From: k..allen@enron.com +To: kristin.walsh@enron.com +Subject: RE: California Update 5/22/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Walsh, Kristin +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Kristin, + +Have you seen any studies associated with the opinions that the $12B is not enough. I would like to see some calculations that multiply the net short by the power cost and compare that to the amounts collected through rates. + +Phillip + + -----Original Message----- +From: Walsh, Kristin +Sent: Tuesday, May 22, 2001 12:02 PM +To: Lavorato, John; Kitchen, Louise +Cc: Allen, Phillip K.; Belden, Tim; Dasovich, Jeff; Gaskill, Chris; Grigsby, Mike; Heizenrader, Timothy; Kaminski, Vince J; Kean, Steven; Milnthorp, Rob; Presto, Kevin; Ribeiro, Claudio; Shapiro, Richard; Steffes, James; Tawney, Mark; Tholan, Scott; Whitman, Britt; Will, Lloyd +Subject: California Update 5/22/01 + +PLEASE TREAT AS CONFIDENTIAL + +A source had a meeting today with California state treasurer Phil Angelides. Here are the main points from their conversation + +1. Anglelides Certain that SoCal Will Go Bankrupt + +Corroborating our line over the past four months, Anglelides stated with confidence that SoCal would go bankrupt and that ""he was surprised they hadn't already."" He noted that the only reason they haven't yet is that ""they were too stupid to ring-fence the parent"" and that ""their two biggest equity holders were screaming not to do it."" + +He added that the Davis/SoCal MOU is dead and that all the ""Plan B's"" are ""speculative"" at best. He also thought that SoCal was being ""naive if they thought they would get a better deal from the legislature than from the bankruptcy court."" + +2. Bond Issuance- $12B Not Enough + +Angelides conceded that a $12B bond issue would not be enough to buy power for the summer and that the true costs would probably be $18-24B. The only reason they didn't issue more is that Angelides felt that ""$12B was all the market could handle."" The current game plan for bonds assumes an average peak price for power of $400/MWh, which Angelides said explains the difference between his estimates and the higher estimates from State Comptroller's Kathleen Connell's office. + +3. New Generator Construction + +Anglelides was explicit that the California Public Power Authority (authorized by the legislature last week) will ""build plants and not stop until we [California] has a 10-15% capacity cushion above expected demand. Angelides expects the state to be ""5-10% short on power all summer.""" +"allen-p/sent_items/9.","Message-ID: <15340443.1075855376851.JavaMail.evans@thyme> +Date: Fri, 30 Nov 2001 17:43:23 -0800 (PST) +From: k..allen@enron.com +To: jeff.golden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Golden, Jeff +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Jan2002_1\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: pallen (Non-Privileged).pst + +Phillip Allen +Home 713-463-8626 +Cell 713-410-4679 + +Remember to fax a copy of the term sheet to John Butler. (fax: 212-450-4800)" +"allen-p/sent_items/90.","Message-ID: <4992705.1075858639305.JavaMail.evans@thyme> +Date: Wed, 23 May 2001 10:48:43 -0700 (PDT) +From: k..allen@enron.com +To: adrianne.engler@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Engler, Adrianne +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Adrianne, + +Last night I spoke to two potential candidates for the trading track, Emil Carlsson and Thomas Considine. + +Emil is currently tutoring at Hofstra after leaving an option trading position. I would recommend bringing Emil to Houston for further interviews based on his technical knowledge. The biggest drawback was his current situation might show a lack of motivation. + +Thomas was working as an equity market maker. He is interested in making a change to a job where he can develop more expertise. He is seeking to develop a better understanding of the market he trades. The trading track would be an excellent match for his desires. I would also recommend bringing Thomas to Houston for further consideration. + +Phillip" +"allen-p/sent_items/91.","Message-ID: <26329255.1075858639326.JavaMail.evans@thyme> +Date: Wed, 23 May 2001 13:11:41 -0700 (PDT) +From: k..allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Lavorato, John +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +John, + +Managing VAR limits is essential and P&L Penalties are a great way to achieve this. However, we need to find a way to impliment this method while minimizing negative side effects such as: (1) discouraging aggressive trading; and (2) significant morale reductions caused by penalties which do not fit the crime. + +I still disagree with the $1 Million fine for such a minor violation of our VAR limit. The punishment does not fit the crime. What message are you trying to send? The message being received is that we should trade less aggressively and leave several million dollars of headroom at all times. Also locations such as Socal, Malin and PG&E should be avoided due to limited liquidity and potential volatility spikes. I know these are not your intended messages. + +I realize you have given the west desk significant leeway in the last few months regarding VAR. We have been making excellent progress towards VAR reduction in an environment in which the VAR calculation and tolerance are constantly changing. My suggestion for implementing a VAR control system that provides for penalties but gives traders room to probe for maximum VAR utilization is a warning for minor breaches (<$500,000) and penalties for violation of two or more consecutive days or initial violations greater than $500,000. The amount of the penalties should be documented in advance and should increase with the amount of the violation. + +Please consider these suggestions. We want to play by the rules, but the rules need to be fair and known in advance. Also, we are willing to accept these policy revisions retroactively and forget about the $1 million from this morning. + + +Phillip + + + + + + + +" +"allen-p/sent_items/92.","Message-ID: <33508387.1075858639348.JavaMail.evans@thyme> +Date: Thu, 24 May 2001 05:20:17 -0700 (PDT) +From: k..allen@enron.com +To: susan.mara@enron.com +Subject: RE: SoCAl says not enough gas this summer +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Mara, Susan +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + +Sue, + +Tim Belden forwarded this message to me. Can you please add Mike Grigsby, Keith Holst, Frank Ermis, and myself to your email distribution list. We are all holding significant gas positions in California and are greatly affected by any gas or power developments withing the state. + +With regard to Socal's comments, do you have any additional information? This is quite a 180 from the presentations that Socal has been giving to the CPUC and at other forums. Until now they have been consistently stating that they will have plenty of gas. + +Phillip + + + + -----Original Message----- +[Mark Hall] + + +From: Belden, Tim +Sent: Wednesday, May 23, 2001 4:31 PM +To: Allen, Phillip K. +Subject: FW: SoCAl says not enough gas this summer + + + + -----Original Message----- +From: Mara, Susan +Sent: Wednesday, May 23, 2001 4:25 PM +To: Comnes, Alan; Benevides, Dennis; Bresnan, Neil; Black, Don; Foster, Chris H.; Whalan, Jubran; rcarroll@bracepatt.com; Hall, Steve C.; gfergus@brobeck.com; Alonso, Tom; Alvarez, Ray; Badeer, Robert; Belden, Tim; Crandall, Sean; Driscoll, Michael M.; Fisher, Mark; Guzman, Mark; Heizenrader, Timothy; Mallory, Chris; Motley, Matt; Platter, Phillip; Richter, Jeff; Scholtes, Diana; Swain, Steve; Swerzbin, Mike; Williams III, Bill; Nicolay, Christi; Steffes, James; Perrino, Dave; Walton, Steve; Yoder, Christian +Subject: SoCAl says not enough gas this summer + +Just heard this on an IEP call and wanted to pass it along. + + +SoCal gas has announced that it may have to curtail gas to power plants this summer. SoCal Gas says it has to put gas in storage for winter and may not be able to do that and serve the power plants. Apparently, SoCal is shipping gas to Mexico at the same time. That will not look good to CA politicians. + +Sue Mara +Enron Corp. +Tel: (415) 782-7802 +Fax:(415) 782-7854" +"allen-p/sent_items/93.","Message-ID: <31444334.1075858639371.JavaMail.evans@thyme> +Date: Tue, 29 May 2001 05:04:48 -0700 (PDT) +From: k..allen@enron.com +To: editor@cookingsweeps.com +Subject: RE: 1/2 Price Omaha Steaks Sale! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Phillip K. +X-To: 'editor@cookingsweeps.com@ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Please remove from email. + +Phillip Allen + + -----Original Message----- +From: =09editor@cookingsweeps.com@ENRON [mailto:IMCEANOTES-editor+40cooking= +sweeps+2Ecom+40ENRON@ENRON.com]=20 +Sent:=09Saturday, May 26, 2001 3:45 PM +To:=09pallen@enron.com +Subject:=091/2 Price Omaha Steaks Sale! + + +This message was not sent unsolicited. Your email has been submitted and ve= +rified for opt in promotions. It is our goal to bring you the best in onlin= +e promotions. =09 =09 + =09=09 + =09=09 + [IMAGE] [IMAGE] [IMAGE] [IMAGE] Skip the ties and colo= +gne this year. Enjoy EXCLUSIVE SAVINGS from Omaha Steaks! Plus get 6 Bur= +gers FREE! Get these great Omaha Steaks at 1/2 Price! = + [IMAGE] << File: http://216.242.237.6:8765/nmail/click?id=3DDEEFPBCJFC= +JBPBBIHC >> [IMAGE] << File: http://216.242.237.6:8765/nmail/click?id= +=3DDEEFPBCJFCJBPBBIHD >> [IMAGE] << File: http://216.242.237.6:8765/nm= +ail/click?id=3DDEEFPBCJFCJBPBBIHE >> 4 (7 oz.) Filet Mignons << File:= + http://216.242.237.6:8765/nmail/click?id=3DDEEFPBCJFCJBPBBIHF >> File= +t & Strip Combo << File: http://216.242.237.6:8765/nmail/click?id=3DDEEFPB= +CJFCJBPBBIHG >> 4 (5 oz.) Bacon Wrapped Filets << File: http://216.2= +42.237.6:8765/nmail/click?id=3DDEEFPBCJFCJBPBBIHH >> 2 (6 oz.) F= +ilet Mignons 2 (10 oz.) Boneless Strips [IMAGE] Reg. 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Order today at www.omahasteaks.com. << File: http://= +216.242.237.6:8765/nmail/click?id=3DDEEFPBCJFCJBPBBIIC >> Your Dad is s= +ure to be pleased when he sees the Omaha Steaks cooler waiting for him at= + the door. Now comes the smile when he opens the package and sees the pe= +rsonalized note from you saying ""Happy Father's Day!"". So this year, ski= +p the ties and cologne and impress Dad with Omaha Steaks << File: http://= +216.242.237.6:8765/nmail/click?id=3DDEEFPBCJFCJBPBBIID >> - a Father's Day= + gift he can really sink his teeth into! Sincerely, [IMAGE] Fred S= +imon Owner, OmahaSteaks.com 1-800-960-8400 P.S. Don't forget to rememb= +er grandfathers, uncles, fathers-in-law, brothers and dear friends this Fa= +ther's Day with an impressive gift of Omaha Steaks << File: http://216.24= +2.237.6:8765/nmail/click?id=3DDEEFPBCJFCJBPBBIIE >> ! [IMAGE] =09= +=09 + =09=09 + =09=09 + =09=09 + =09=09 +Note: This is not a spam email. This email was sent to you because you hav= +e been verified and agreed to opt in to receive promotional material. If y= +ou wish to unsubscribe please CLICK HERE. << File: http://216.242.237.6:876= +5/nmail/click?id=3DDEEFPBCJFCJBPBBIIF >> If you received this email by er= +ror, please reply to: unsubscribe@cookingsweeps.com << File: http://216.242= +.237.6:8765/nmail/click?id=3DDEEFPBCJFCJBPBBIIG >> =09 =09 +" +"allen-p/sent_items/94.","Message-ID: <2624611.1075858639436.JavaMail.evans@thyme> +Date: Tue, 29 May 2001 05:05:19 -0700 (PDT) +From: k..allen@enron.com +To: ina.rangel@enron.com +Subject: FW: Action Requested: Past Due Invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Rangel, Ina +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + + + -----Original Message----- +From: @ENRON [mailto:IMCEANOTES-+3CiBuyit+2EPayables+40Enron+2Ecom+3E+40ENRON@ENRON.com] +Sent: Sunday, May 27, 2001 10:08 PM +To: pallen@enron.com +Subject: Action Requested: Past Due Invoice + +Please do not reply to this e-mail. + +You are receiving this message because you have an unresolved invoice in your iBuyit Payables in-box +that is past due. Please login to iBuyit Payables and resolve this invoice as soon as possible. + +To launch iBuyit Payables, click on the link below: +http://iBuyitPayables.enron.com +Note: Your iBuyit Payables User ID and Password are your eHRonline/SAP Personnel ID and Password. + +First time iBuyit Payables user? For training materials, click on the link below: +http://sap.enron.com/sap_doclib/user/file_list.asp?cabinet_id=265 + +Need help? +Please contact the ISC Call Center at (713) 345-4727." +"allen-p/sent_items/95.","Message-ID: <21329206.1075858639457.JavaMail.evans@thyme> +Date: Wed, 30 May 2001 08:27:51 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Jeff, + +The release that Jacques prepared provides for the payback of any utilities that I have been paying since 4/20. You might mention to them that we need to get the utilities settled up before we pay the $11,000. It might be a good idea to go ahead and have the utilities transferred so we can get the final amount since 4/20. + +Also May 20th was supposed to be the 1st payment on the two notes. But I have not received payment on either. + +Let's try and wrap this up this week. + +Phillip + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Tuesday, May 29, 2001 1:51 PM +To: Allen, Phillip K. +Subject: The Stage + +The kuo's are having their attorney look at the agreement. They need to +transfer their onwership into a LLP with your consent before they can sign +the agreement. Pauline is contacting the bank for their consent also. You +may need to sign a consent form to transfer the LLP. I will keep you +posted. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile" +"allen-p/sent_items/96.","Message-ID: <17969928.1075858639479.JavaMail.evans@thyme> +Date: Tue, 5 Jun 2001 11:25:12 -0700 (PDT) +From: k..allen@enron.com +To: jsmith@austintx.com +Subject: RE: Leander +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: '""Jeff Smith"" @ENRON' +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Is AMF willing to put up the additional earnest money and acknowledge June 29th as the day they were supposed to close or do they believe they are honoring the contract by closing on July 18th? Of course, I would prefer to close as soon as possible. + +I received the fax from the stagecoach. I am willing to pay any small expenses like the phone bill incurred prior to April 20th. What is the status of the release and the utility transfer? + +Phillip + + -----Original Message----- +From: ""Jeff Smith"" @ENRON [mailto:IMCEANOTES-+22Jeff+20Smith+22+20+3Cjsmith+40austintx+2Ecom+3E+40ENRON@ENRON.com] +Sent: Tuesday, June 05, 2001 10:16 AM +To: Allen, Phillip K. +Subject: Leander + +The buyer wants to close on July 18 or 19th. According to the contract they +must close one month after all requirements have been met or put up an +additional $25,000 in NON-REFUNDABLE earnest money. The zoning was approved +on May 29. + +However, the official zoning designation has not been done yet and may not +be approved until around the 1st of Aug. Give me a call when you get back. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile" +"allen-p/sent_items/97.","Message-ID: <30701753.1075858639502.JavaMail.evans@thyme> +Date: Wed, 6 Jun 2001 10:09:38 -0700 (PDT) +From: k..allen@enron.com +To: chris.gaskill@enron.com +Subject: FW: Workshop on Energy Modeling Forum - Impact of Climate Change +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Gaskill, Chris +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + + +Do you want to send someone to this? + -----Original Message----- +From: Steffes, James +Sent: Tuesday, June 05, 2001 5:51 AM +To: Allen, Phillip K. +Subject: Workshop on Energy Modeling Forum - Impact of Climate Change + +Phillip -- + +Any interest in sending someone from your fundamentals desk to cover this meeting? May be a good opportunity to hear from the leading ""experts"" on the subject. May want to present a basic outline of our fundamental analysis. + +Please let me know. + +Jim + +---------------------- Forwarded by James D Steffes/NA/Enron on 06/05/2001 07:49 AM --------------------------- + + +Jeffrey Keeler +06/04/2001 03:35 PM +To: James D Steffes/NA/Enron@Enron +cc: + +Subject: Pew Center Summer workshop + +Jim: see note below from Pew Center on Climate Change. Do you have any suggestions as to someone in Enron who could speak (someone from gas trading who does modeling, fundimentals?) + +Thanks + +Jeffrey Keeler +Director, Environmental Strategies +Enron +Washington DC office - (202) 466-9157 +Cell Phone (203) 464-1541 +----- Forwarded by Jeffrey Keeler/Corp/Enron on 06/04/2001 04:33 PM ----- + + + ""Vicki Arroyo-Cochran"" 06/04/2001 02:40 PM To: cc: Subject: Summer workshop + + + + +Jeff - The Pew Center is sponsoring a 2-day workshop in conjunction with an annual summer program held by the Energy Modeling Forum in Snowmass, CO. We are hoping to supplement EMF's list of economists and economic modelers who are largely academics or with government labs or offices with folks from companies who can help shed some light on how companies anticipate markets will react to climate policies and the possible changes to prices and availability of cleaner fuels such as natural gas. A description of the 2-day program follows, and we can provide more information on the EMF meeting as well if that's helpful. I would be grateful if you can help identify someone at Enron -- or otherwise -- who you feel could both contribute to and benefit from the discussions with top economists and modelers. If you need more information, please feel free to call me or Leianne Clements (our economist) at the Pew Center number listed below. + +Thanks for considering, +Vicki Arroyo Cochran +Director of Policy Analysis + + + + + +The Economics of Natural Gas in the Climate Change Debate (August 9-10, 2001) + +Determining future demands and supply of natural gas (NG) are important in determining climate policies since burning NG is relatively ""cleaner"" than burning coal and oil. A climate policy based on reducing the carbon content in fuels would favor NG, along with other less-carbon intensive energy sources, thus accelerating its demand. However, economic models looking at the climate change issue show mixed results on this issue; many models show the demand for NG increasing relative to more ""dirty"" fuels while others show its demand decreasing at a rate faster than oil (explained by NG demand being more responsive to a tax). + +The Pew Center has found that NG information is often extrapolated from that of oil. Without clear information on the true path of the NG sector, policy-makers will be misinformed on how to address the climate change problem. The Pew Center will host a conference in conjunction with the Energy Modeling Forum of Stanford University, to gather leading experts on both the modeling and practical side of determining natural gas issues. A report will be published summarizing the topics discussed in the conference. + + +Pew Center on Global Climate Change +2101 Wilson Blvd. +Suite 550 +Arlington, VA 22201 +Tel: (703) 516-4146 +Fax: (703) 841-1422 +www.pewclimate.org + + - Chess.gif + + + + +" +"allen-p/sent_items/98.","Message-ID: <4310503.1075858639524.JavaMail.evans@thyme> +Date: Wed, 6 Jun 2001 15:16:36 -0700 (PDT) +From: k..allen@enron.com +To: timothy.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Heizenrader, Timothy +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Tim, + +I know you looked into this before but we are still having issues with Mike Grigsby's access to the west power site. He can view some parts of the website but cannot view the heatrate information under the testing tab. Does he have some sort of reduced access? Our IT (Collin) looked at Mike's access but claimed that it must be on the Portland end. Sorry to bother you with this again, but can you help? + +Phillip" +"allen-p/sent_items/99.","Message-ID: <2621811.1075858639545.JavaMail.evans@thyme> +Date: Thu, 7 Jun 2001 06:49:01 -0700 (PDT) +From: k..allen@enron.com +To: stephanie.sever@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Phillip K. +X-To: Sever, Stephanie +X-cc: +X-bcc: +X-Folder: \PALLEN (Non-Privileged)\Allen, Phillip K.\Sent Items +X-Origin: Allen-P +X-FileName: PALLEN (Non-Privileged).pst + +Stephanie, + +I need to be able to trade US Gas Spreads. Specifically the new west region products spreading malin and pg&e vs. socal. Please make this change and call me back this morning. + +Thank you, + +Phillip" +"allen-p/sent/1.","Message-ID: <5525962.1075855679785.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 07:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com, james.steffes@enron.com, jeff.dasovich@enron.com, + joe.hartsoe@enron.com, mary.hain@enron.com, pallen@enron.com, + pkaufma@enron.com, richard.sanders@enron.com, + richard.shapiro@enron.com, stephanie.miller@enron.com, + steven.kean@enron.com, susan.mara@enron.com, + rebecca.cantrell@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay, James D Steffes, Jeff Dasovich, Joe Hartsoe, Mary Hain, pallen@enron.com, pkaufma@enron.com, Richard B Sanders, Richard Shapiro, Stephanie Miller, Steven J Kean, Susan J Mara, Rebecca W Cantrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + + + + + + +" +"allen-p/sent/10.","Message-ID: <4650921.1075855679981.JavaMail.evans@thyme> +Date: Tue, 5 Dec 2000 07:31:00 -0800 (PST) +From: ina.rangel@enron.com +To: amanda.huble@enron.com +Subject: Headcount +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Amanda Huble +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Financial (6) + West Desk (14) +Mid Market (16) +" +"allen-p/sent/100.","Message-ID: <7226813.1075855681950.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 08:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: utilities roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +03:53 PM --------------------------- + + +""Lucy Gonzalez"" on 09/06/2000 09:06:45 AM +To: pallen@enron.com +cc: +Subject: utilities roll + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - utility.xls + - utility.xls +" +"allen-p/sent/101.","Message-ID: <27571708.1075855681972.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +02:01 PM --------------------------- + + +Enron-admin@FSDDataSvc.com on 09/06/2000 10:12:33 AM +To: pallen@enron.com +cc: +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey + + +Executive Impact & Influence Program +* IMMEDIATE ACTION REQUIRED - Do Not Delete * + +As part of the Executive Impact and Influence Program, each participant +is asked to gather input on the participant's own management styles and +practices as experienced by their immediate manager, each direct report, +and up to eight peers/colleagues. + +You have been requested to provide feedback for a participant attending +the next program. Your input (i.e., a Self assessment, Manager assessment, +Direct Report assessment, or Peer/Colleague assessment) will be combined +with the input of others and used by the program participant to develop an +action plan to improve his/her management styles and practices. + +It is important that you complete this assessment +NO LATER THAN CLOSE OF BUSINESS Thursday, September 14. + +Since the feedback is such an important part of the program, the participant +will be asked to cancel his/her attendance if not enough feedback is +received. Therefore, your feedback is critical. + +To complete your assessment, please click on the following link or simply +open your internet browser and go to: + +http://www.fsddatasvc.com/enron + +Your unique ID for each participant you have been asked to rate is: + +Unique ID - Participant +EVH3JY - John Arnold +ER93FX - John Lavorato +EPEXWX - Hunter Shively + +If you experience technical problems, please call Dennis Ward at +FSD Data Services, 713-942-8436. If you have any questions about this +process, +you may contact Debbie Nowak at Enron, 713-853-3304, or Christi Smith at +Keilty, Goldsmith & Company, 858-450-2554. + +Thank you for your participation. +" +"allen-p/sent/102.","Message-ID: <10995378.1075855681995.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: retwell@sanmarcos.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: retwell@sanmarcos.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + + Just a note to touch base on the sagewood townhomes and other development +opportunities. + + I stumbled across some other duplexes for sale on the same street. that were +built by Reagan Lehmann. 22 Units were sold for + around $2 million. ($182,000/duplex). I spoke to Reagan and he indicated +that he had more units under construction that would be + available in the 180's. Are the units he is selling significantly different +from yours? He mentioned some of the units are the 1308 floor + plan. My bid of 2.7 million is almost $193,000/duplex. + + As far as being an investor in a new project, I am still very interested. + + Call or email with your thoughts. + +Phillip" +"allen-p/sent/103.","Message-ID: <15073713.1075855682016.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 06:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + I scheduled a meeting with Jean Mrha tomorrow at 3:30" +"allen-p/sent/104.","Message-ID: <7937898.1075855682041.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: thomas.martin@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + jay.reitmeyer@enron.com, frank.ermis@enron.com +Subject: Wow +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Thomas A Martin, Mike Grigsby, Keith Holst, Jay Reitmeyer, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:49 AM --------------------------- + + +Jeff Richter +09/06/2000 07:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 09/06/2000 09:45 +AM --------------------------- +To: Mike Swerzbin/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Sean +Crandall/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Jeff Richter/HOU/ECT@ECT, John +M Forney/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT +cc: +Subject: Wow + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 09/06/2000 07:27 AM +--------------------------- + + Enron Capital & Trade Resources Corp. + + From: Kevin M Presto 09/05/2000 01:59 PM + + +To: Tim Belden/HOU/ECT@ECT +cc: Rogers Herndon/HOU/ECT@ect, John Zufferli/HOU/ECT@ECT, Lloyd +Will/HOU/ECT@ECT, Doug Gilbert-Smith/Corp/Enron@ENRON, Mike +Swerzbin/HOU/ECT@ECT +Subject: Wow + +Do not underestimate the effects of the Internet economy on load growth. I +have been preaching the tremendous growth described below for the last year. +The utility infrastructure simply cannot handle these loads at the +distribution level and ultimatley distributed generation will be required for +power quality reasons. + +The City of Austin, TX has experienced 300+ MW of load growth this year due +to server farms and technology companies. There is a 100 MW server farm +trying to hook up to HL&P as we speak and they cannot deliver for 12 months +due to distribution infrastructure issues. Obviously, Seattle, Porltand, +Boise, Denver, San Fran and San Jose in your markets are in for a rude +awakening in the next 2-3 years. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 09/05/2000 +03:41 PM --------------------------- + + Enron North America Corp. + + From: John D Suarez 09/05/2000 01:45 PM + + +To: Kevin M Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Paul J +Broderick/HOU/ECT@ECT, Jeffrey Miller/NA/Enron@Enron +cc: +Subject: + + +---------------------- Forwarded by John D Suarez/HOU/ECT on 09/05/2000 01:46 +PM --------------------------- + + +George Hopley +09/05/2000 11:41 AM +To: John D Suarez/HOU/ECT@ECT, Suresh Vasan/Enron Communications@ENRON +COMMUNICATIONS@ENRON +cc: +Subject: + +Internet Data Gain Is a Major Power Drain on + Local Utilities + + ( September 05, 2000 ) + + + In 1997, a little-known Silicon Valley company called Exodus + Communications opened a 15,000-square-foot data center in +Tukwila. + + The mission was to handle the Internet traffic and +computer servers for the + region's growing number of dot-coms. + + Fast-forward to summer 2000. Exodus is now wrapping up +construction + on a new 13-acre, 576,000-square-foot data center less than +a mile from its + original facility. Sitting at the confluence of several +fiber optic backbones, the + Exodus plant will consume enough power for a small town and +eventually + house Internet servers for firms such as Avenue A, +Microsoft and Onvia.com. + + Exodus is not the only company building massive data +centers near Seattle. + More than a dozen companies -- with names like AboveNet, +Globix and + HostPro -- are looking for facilities here that will house +the networking + equipment of the Internet economy. + + It is a big business that could have an effect on +everything from your + monthly electric bill to the ease with which you access +your favorite Web sites. + + Data centers, also known as co-location facilities and +server farms, are + sprouting at such a furious pace in Tukwila and the Kent +Valley that some + have expressed concern over whether Seattle City Light and +Puget Sound + Energy can handle the power necessary to run these 24-hour, +high-security + facilities. + + ""We are talking to about half a dozen customers that +are requesting 445 + megawatts of power in a little area near Southcenter Mall,"" +said Karl + Karzmar, manager of revenue requirements for Puget Sound +Energy. ""That is + the equivalent of six oil refineries."" + + A relatively new phenomenon in the utility business, +the rise of the Internet + data center has some utility veterans scratching their +heads. + + Puget Sound Energy last week asked the Washington +Utilities and + Transportation Commission to accept a tariff on the new +data centers. The + tariff is designed to protect the company's existing +residential and business + customers from footing the bill for the new base stations +necessary to support + the projects. Those base stations could cost as much as $20 +million each, + Karzmar said. + + Not to be left behind, Seattle City Light plans to +bring up the data center + issue on Thursday at the Seattle City Council meeting. + + For the utilities that provide power to homes, +businesses and schools in the + region, this is a new and complex issue. + + On one hand, the data centers -- with their amazing +appetite for power -- + represent potentially lucrative business customers. The +facilities run 24 hours a + day, seven days a week, and therefore could become a +constant revenue + stream. On the other hand, they require so much energy that +they could + potentially flood the utilities with exorbitant capital +expenditures. + + Who will pay for those expenditures and what it will +mean for power rates + in the area is still open to debate. + + ""These facilities are what we call extremely dense +loads,"" said Bob Royer, + director of communications and public affairs at Seattle +City Light. + + ""The entire University of Washington, from stadium +lights at the football + game to the Medical School, averages 31 megawatts per day. +We have data + center projects in front of us that are asking for 30, 40 +and 50 megawatts."" + + With more than 1.5 million square feet, the Intergate +complex in Tukwila is + one of the biggest data centers. Sabey Corp. re-purchased +the 1.35 million + square-foot Intergate East facility last September from +Boeing Space & + Defense. In less than 12 months, the developer has leased +92 percent of the + six-building complex to seven different co-location +companies. + + ""It is probably the largest data center park in the +country,"" boasts Laurent + Poole, chief operating officer at Sabey. Exodus, ICG +Communications, + NetStream Communications, Pac West Telecomm and Zama +Networks all + lease space in the office park. + + After building Exodus' first Tukwila facility in 1997, +Sabey has become an + expert in the arena and now has facilities either under +management or + development in Los Angeles, Spokane and Denver. Poole +claims his firm is + one of the top four builders of Internet data centers in +the country. + + As more people access the Internet and conduct +bandwidth-heavy tasks + such as listening to online music, Poole said the need for +co-location space in + Seattle continues to escalate. + + But it is not just Seattle. The need for data center +space is growing at a + rapid clip at many technology hubs throughout the country, +causing similar + concerns among utilities in places such as Texas and +California. + + Exodus, one of the largest providers of co-location +space, plans to nearly + double the amount of space it has by the end of the year. +While companies + such as Amazon.com run their own server farms, many +high-tech companies + have decided to outsource the operations to companies such +as Exodus that + may be better prepared for dealing with Internet traffic +management. + + ""We have 2 million square feet of space under +construction and we plan to + double our size in the next nine months , yet there is more +demand right now + than data center space,"" said Steve Porter, an account +executive at Exodus in + Seattle. + + The booming market for co-location space has left some +in the local utility + industry perplexed. + + ""It accelerates in a quantum way what you have to do +to serve the growth,"" + said Seattle City Light's Royer. ""The utility industry is +almost stunned by this, in + a way."" + + + + + + + + +" +"allen-p/sent/105.","Message-ID: <33393739.1075855682064.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Can you pull Tori K.'s and Martin Cuilla's resumes and past performance +reviews from H.R. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/06/2000 +10:44 AM --------------------------- + + +John J Lavorato@ENRON +09/06/2000 05:39 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +The commercial support people that you and Hunter want to make commercial +managers. +" +"allen-p/sent/106.","Message-ID: <17149355.1075855682085.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 23:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +resumes of whom?" +"allen-p/sent/107.","Message-ID: <30199999.1075855682107.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:50 PM --------------------------- + + +""Christi Smith"" on 09/05/2000 11:40:59 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" +Subject: RE: Receipt of Team Selection Form - Executive Impact & Influence +Program + + +We have not received your completed Team Selection information. It is +imperative that we receive your team's information (email, phone number, +office) asap. We cannot start your administration without this information, +and your raters will have less time to provide feedback for you. + +Thank you for your assistance. + +Christi + +-----Original Message----- +From: Christi Smith [mailto:christi.smith@lrinet.com] +Sent: Thursday, August 31, 2000 10:33 AM +To: 'Phillip.K.Allen@enron.com' +Cc: Debbie Nowak (E-mail); Deborah Evans (E-mail) +Subject: Receipt of Team Selection Form - Executive Impact & Influence +Program +Importance: High + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/sent/108.","Message-ID: <27045785.1075855682128.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 06:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dexter@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/05/2000 +01:29 PM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/sent/109.","Message-ID: <30175723.1075855682151.JavaMail.evans@thyme> +Date: Fri, 1 Sep 2000 06:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, frank.ermis@enron.com +Subject: FYI +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/01/2000 +01:07 PM --------------------------- + + Enron North America Corp. + + From: Matt Motley 09/01/2000 08:53 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: FYI + + +-- + + + + - Ray Niles on Price Caps.pdf + + +" +"allen-p/sent/11.","Message-ID: <19767922.1075855680004.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: Transportation Reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +it is ok with me." +"allen-p/sent/110.","Message-ID: <21697489.1075855682172.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 07:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rich@pira.com +Subject: Re: Western Gas Market Report -- Draft +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Richard Redash"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Richard, + + Compare your california production to the numbers in the 2000 California Gas +Report. It shows 410. But again that might be just what the two utilities +receive." +"allen-p/sent/111.","Message-ID: <133705.1075855682193.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Can you give access to the new west power site to Jay Reitmeyer. He is an +analyst in our group. + +Phillip" +"allen-p/sent/112.","Message-ID: <32596090.1075855682215.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 06:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Receipt of Team Selection Form - Executive Impact & Influence + Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +01:13 PM --------------------------- + + +""Christi Smith"" on 08/31/2000 10:32:49 AM +Please respond to +To: +cc: ""Debbie Nowak (E-mail)"" , ""Deborah Evans (E-mail)"" + +Subject: Receipt of Team Selection Form - Executive Impact & Influence Program + + +Hi Phillip. We appreciate your prompt attention and completing the Team +Selection information. + +Ideally, we needed to receive your team of raters on the Team Selection form +we sent you. The information needed is then easily transferred into the +database directly from that Excel spreadsheet. If you do not have the +ability to complete that form, inserting what you listed below, we still +require additional information. + +We need each person's email address. Without the email address, we cannot +email them their internet link and ID to provide feedback for you, nor can +we send them an automatic reminder via email. It would also be good to have +each person's phone number, in the event we need to reach them. + +So, we do need to receive that complete TS Excel spreadsheet, or if you need +to instead, provide the needed information via email. + +Thank you for your assistance Phillip. + +Christi L. Smith +Project Manager for Client Services +Keilty, Goldsmith & Company +858/450-2554 + +-----Original Message----- +From: Phillip K Allen [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, August 31, 2000 12:03 PM +To: debe@fsddatasvc.com +Subject: + + + + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P + + + +" +"allen-p/sent/113.","Message-ID: <32830416.1075855682236.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: debe@fsddatasvc.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: debe@fsddatasvc.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John Lavorato-M + +Mike Grigsby-D +Keith Holst-D +Frank Ermis-D +Steve South-D +Janie Tholt-D + +Scott Neal-P +Hunter Shively-P +Tom Martin-P +John Arnold-P" +"allen-p/sent/114.","Message-ID: <11731877.1075855682258.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 03:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kolinge@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kolinge@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/31/2000 +10:17 AM --------------------------- + + + + From: Phillip K Allen 08/29/2000 02:20 PM + + +To: mark@intelligencepress.com +cc: +Subject: + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip +" +"allen-p/sent/115.","Message-ID: <11822539.1075855682279.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: Re: (No Subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + Got your message. Good luck on the bike ride. + + What were you doing to your apartment? Are you setting up a studio? + + The kids are back in school. Otherwise just work is going on here. + +Keith" +"allen-p/sent/116.","Message-ID: <25633010.1075855682300.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 06:20:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cindy.long@enron.com +Subject: Re: Security Request: CLOG-4NNJEZ has been Denied. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cindy Long +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Why are his requests coming to me?" +"allen-p/sent/117.","Message-ID: <8662579.1075855682322.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 09:20:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Here is a spreadsheet detailing our September Socal trades. (I did not +distinguish between buys vs. sells.) + + + +Phillip" +"allen-p/sent/118.","Message-ID: <32842193.1075855682343.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 05:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Were you able to log in to enron online and find socal today? + + I will follow up with a list of our physical deals done yesterday and today. + +Phillip" +"allen-p/sent/119.","Message-ID: <8339748.1075855682364.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda + + Can you send me your address in College Station. + +Phillip" +"allen-p/sent/12.","Message-ID: <17040279.1075855680026.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 08:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here is a rentroll for this week. The one you sent for 11/24 looked good. +It seems like most people are paying on time. Did you rent an efficiency to +the elderly woman on a fixed income? Go ahead a use your judgement on the +rent prices for the vacant units. If you need to lower the rent by $10 or +$20 to get things full, go ahead. + + I will be out of the office on Thursday. I will talk to you on Friday. + +Phillip + + + + +" +"allen-p/sent/120.","Message-ID: <9297731.1075855682385.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com, keith.holst@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby, Keith Holst, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/28/2000 +01:39 PM --------------------------- + +Kristian J Lande + +08/24/2000 03:56 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: New Generation + + + +Sorry, +Report as of August 24, 2000 +" +"allen-p/sent/121.","Message-ID: <3978842.1075855682407.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + The following is a guest password that will allow you temporary view only +access to EnronOnline. Please note, the user ID and password are CASE +SENSITIVE. + +Guest User ID: GNA45925 +Guest Password: YJ53KU42 + +Log in to www.enrononline.com and install shockwave using instructions +below. I have set up a composite page with western basis and cash prices to +help you filter through the products. The title of the composite page is +Mark's Page. If you have any problems logging in you can call me at +(713)853-7041 or Kathy Moore, EnronOnline HelpDesk, 713/853-HELP (4357). + + +The Shockwave installer can be found within ""About EnronOnline"" on the home +page. After opening ""About EnronOnline"", using right scroll bar, go to the +bottom. Click on ""download Shockwave"" and follow the directions. After +loading Shockwave, shut down and reopen browser (i.e. Microsoft Internet +Explorer/Netscape). + +I hope you will find this site useful. + + +Sincerely, + +Phillip Allen + +" +"allen-p/sent/122.","Message-ID: <31973970.1075855682428.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark@intelligencepress.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mark@intelligencepress.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Attached is a spreadsheet that lists the end of day midmarkets for socal +basis and socal/san juan spreads. I listed the days during bidweek that +reflected financial trading for Socal Index and the actual gas daily prints +before and after bidweek. + + + + + + + + + The following observations can be made: + + July 1. The basis market anticipated a Socal/San Juan spread of .81 vs +actual of .79 + 2. Perceived index was 4.95 vs actual of 4.91 + 3. Socal Gas Daily Swaps are trading at a significant premium. + + Aug. 1. The basis market anticipated a Socal/San Juan spread of 1.04 vs +actual of .99 + 2. Perceived index was 4.54 vs actual of 4.49 + 3. Gas daily spreads were much wider before and after bidweek than the +monthly postings + 4. Socal Gas Daily Swaps are trading at a significant premium. + + + + Enron Online will allow you to monitor the value of financial swaps against +the index, as well as, spreads to other locations. Please call with any +questions. + +Phillip + + + " +"allen-p/sent/123.","Message-ID: <12297377.1075855682449.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 06:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: suzanne.nicholie@enron.com +Subject: Re: Meeting to discuss 2001 direct expense plan? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Suzanne Nicholie +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Suzanne, + + Can you give me more details or email the plan prior to meeting? What do I +need to provide besides headcount? + Otherwise any afternoon next week would be fine + +Phillip" +"allen-p/sent/124.","Message-ID: <20279676.1075855682471.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 04:03:00 -0700 (PDT) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: regulatory filing summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + + Please add Mike Grigsby to the distribution. + + On another note, do you have any idea how Patti is holding up? + +Phillip" +"allen-p/sent/125.","Message-ID: <28162785.1075855682492.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brad.mcsherry@enron.com +Subject: +Cc: john.lavorato@enron.com, hunter.shively@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, hunter.shively@enron.com +X-From: Phillip K Allen +X-To: Brad McSherry +X-cc: John J Lavorato, Hunter S Shively +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brad, + + With regard to Tori Kuykendall, I would like to promote her to commercial +manager instead of converting her from a commercial support manager to an +associate. Her duties since the beginning of the year have been those of a +commercial manager. I have no doubt that she will compare favorably to +others in that category at year end. + + Martin Cuilla on the central desk is in a similiar situation as Tori. +Hunter would like Martin handled the same as Tori. + + Let me know if there are any issues. + +Phillip" +"allen-p/sent/126.","Message-ID: <13109923.1075855682514.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 01:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bruce.ferrell@enron.com +Subject: Re: Evaluation for new trading application +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bruce Ferrell +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bruce, + +Can you stop by and set up my reuters. + +Phillip" +"allen-p/sent/127.","Message-ID: <20082279.1075855682535.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 01:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + The rent roll spreadsheet is starting to look better. See if you can add +these modifications: + + 1. Use a formula in column E. Add the value in column C to column D. It +should read =c6+d6. Then copy this formula to the rows below. + + 2. Column H needs a formula. Subtract amount paid from amount owed. +=e6-g6. + + 3. Column F is filled with the #### sign. this is because the column width +is too narrow. Use you mouse to click on the line beside the + letter F. Hold the left mouse button down and drag the column wider. + + 4. After we get the rent part fixed, lets bring the database columns up to +this sheet and place them to the right in columns J and beyond. + +Phillip" +"allen-p/sent/128.","Message-ID: <32393607.1075855682556.JavaMail.evans@thyme> +Date: Thu, 24 Aug 2000 02:48:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: receipts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + I got your email with the attachment. Let's work together today to get this +done + +Phillip" +"allen-p/sent/129.","Message-ID: <18697579.1075855682578.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 08:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: ENA Fileplan Project - Needs your approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +you have my approval" +"allen-p/sent/13.","Message-ID: <8897681.1075855680048.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 02:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Enron's December physical fixed price deals as of 11/28/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/29/2000 +10:01 AM --------------------------- + + +Anne Bike@ENRON +11/28/2000 09:04 PM +To: pallen70@hotmail.com, prices@intelligencepress.com, lkuch@mh.com +cc: Darron C Giron/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +Subject: Enron's December physical fixed price deals as of 11/28/00 + +Attached please find the spreadsheet containing the above referenced +information. + +" +"allen-p/sent/130.","Message-ID: <12955507.1075855682599.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 07:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: checkbook and budget +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + We can discuss your email later. How is progress on creating the +spreadsheets. You will probably need to close the file before you attach to +an email. It is 2:00. I really want to make some progress on these two +files. + +Phillip" +"allen-p/sent/131.","Message-ID: <8499628.1075855682620.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 04:25:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please open this excel file and input the rents and names due for this week. +Then email the file back. +" +"allen-p/sent/132.","Message-ID: <12038979.1075855682641.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 08:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Open the ""utility"" spreadsheet and try to complete the analysis of whether it +is better to be a small commercial or a medium commercial (LP-1). +You will need to get the usage for that meter for the last 12 months. If we +have one year of data, we can tell which will be cheaper. Use the rates +described in the spreadsheet. This is a great chance for you to practice +excel. +" +"allen-p/sent/133.","Message-ID: <5902015.1075855682664.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mac.d.hargrove@rssmb.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + + Thanks for the research report on EOG. Here are my observations: + + Gas Sales 916,000/day x 365 days = 334,340,000/year + + Estimated Gas Prices $985,721,000/334,340,000= $2.95/mcf + + Actual gas prices are around $1.00/mcf higher and rising. + + Recalc of EPS with more accurate gas prices: + (334,340,000 mct X $1/mcf)/116,897,000 shares outst = $2.86 additional EPS +X 12 P/E multiple = $34 a share + + + That is just a back of the envelope valuation based on gas prices. I think +crude price are undervalued by the tune of $10/share. + + Current price 37 + Nat. Gas 34 + Crude 10 + + Total 81 + + + Can you take a look at these numbers and play devil's advocate? To me this +looks like the best stock to own Also can you send me a report on Calpine, +Tosco, and SLB? + + +Thank you, + + Phillip + + + + +" +"allen-p/sent/134.","Message-ID: <8266209.1075855682685.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Duties +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:39 PM --------------------------- + + +""Lucy Gonzalez"" on 08/15/2000 02:32:57 PM +To: pallen@enron.com +cc: +Subject: Daily Duties + + + + Phillip, + We have been working on different apartments today and having to +listen to different, people about what Mary is saying should i be worried? +ants seem to be invading my apartment.You got my other fax's Wade is working +on the bulletin board that I need up so that I can let tenants know about +what is going on.Gave #25 a notice about having to many people staying in +that apt and that problem has been resolved.Also I have a tenant in #29 that +is complaining about #28 using fowl language.I sent #28 a lease violation we +will see how that goes + call you tomorrow + Thanx Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/sent/135.","Message-ID: <14836752.1075855682706.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/16/2000 02:44:36 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + The a/c I bought today for #17 cost $166.71 pd by ck#1429 + 8/16/00 at WAL-MART.Also on 8/15/00 Ralph's Appliance Centerck#1428 + frig & stove for apt #20-B IVOICE # 000119 AMT=308.56 (STOVE=150.00 + (frig=125.00)DEL CHRG=15.00\TAX=18.56 TOTAL=308.56.FAX MACHINE FOR +FFICE CK # 1427=108.25 FROM sTEELMAN OFFICE PRODUC + +TS. Thanxs, Lucy +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/sent/136.","Message-ID: <18307838.1075855682728.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 10:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Daily Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 +05:38 PM --------------------------- + + +""Lucy Gonzalez"" on 08/17/2000 02:37:55 PM +To: pallen@enron.com +cc: +Subject: Daily Report + + + + Phillip, + Today was one of those days because Wade had to go pay his fine and +I had to go take him that takes alot of time out of my schedule.If you get a +chance will you mention to him that he needs to, try to fix his van so tht +he can go get what ever he needs. Tomorrow gary is going to be here.I have +to go but Iwill E-Mail you tomorrow + Lucy + +________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com + +" +"allen-p/sent/137.","Message-ID: <5701160.1075855682749.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 08:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: enron close to 85 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I checked into exercising options with Smith Barney, but Enron has some kind +of exclusive with Paine Weber. I am starting to exercise now, but I am going +to use the proceeds to buy another apartment complex. + What do you think about selling JDSU and buying SDLI? + Also can you look at EOG as a play on rising oil and gas prices. + +Thanks, + +Phillip" +"allen-p/sent/138.","Message-ID: <21503046.1075855682770.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 05:35:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I tried the new address but I don't have access. also, what do I need to +enter under domain?" +"allen-p/sent/139.","Message-ID: <20467952.1075855682793.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: ENA Management Committee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/16/2000 +10:58 AM --------------------------- + + + + From: David W Delainey 08/15/2000 01:28 PM + + +Sent by: Kay Chapman +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, W David Duran/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, +Jeff Donahue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, C John +Thompson/Corp/Enron@ENRON, Scott Josey/Corp/Enron@ENRON, Rob +Milnthorp/CAL/ECT@ECT, Max Yzaguirre/NA/Enron@ENRON, Beth +Perlman/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, David +Oxley/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Jordan Mintz/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT +cc: Mollie Gustafson/PDX/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Ina +Rangel/HOU/ECT@ECT, Kimberly Brown/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Christy Chapman/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, Marsha +Schiller/HOU/ECT@ECT, Lillian Carroll/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Nicole Mayer/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Angela +McCulloch/CAL/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Cherylene R +Westbrook/HOU/ECT@ECT, Shirley Tijerina/Corp/Enron@ENRON, Nicki +Daw/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: ENA Management Committee + + +This is a reminder !!!!! There will be a Friday Meeting August 18, 2000. +This meeting replaces the every Friday Meeting and will be held every other +Friday. + + + Date: Friday August 18, 2000 + + Time: 2:30 pm - 4:30 pm + + Location: 30C1 + + Topic: ENA Management Committee + + + + +If you have any questions or conflicts, please feel free to call me (3-0643) +or Bev (3-7857). + +Thanks, + +Kay 3-0643" +"allen-p/sent/14.","Message-ID: <24778270.1075855680069.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 09:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: rent roll +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/28/2000 +05:48 PM --------------------------- + + +""Lucy Gonzalez"" on 11/28/2000 01:02:22 PM +To: pallen@enron.com +cc: +Subject: rent roll + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1124.xls +" +"allen-p/sent/140.","Message-ID: <4847791.1075855682814.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 03:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + +This is the website I use: + +http://ectpdx-sunone/~ctatham/navsetup/index.htm + +Should I use a different address. +" +"allen-p/sent/141.","Message-ID: <6671407.1075855682835.JavaMail.evans@thyme> +Date: Tue, 15 Aug 2000 05:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cooper.richey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cooper Richey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cooper, + + Did you add some more security to the expost hourly summary? It keeps +asking me for additional passwords and domain. What do I need to enter? + +Phillip" +"allen-p/sent/142.","Message-ID: <20991218.1075855682856.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 15:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stephanie.sever@enron.com +Subject: Re: Your approval is requested +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephanie Sever +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Stephanie + +Please grant Paul the requested eol rights + +Thanks, +Phillip" +"allen-p/sent/143.","Message-ID: <8116435.1075855682878.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 05:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stephen.harrington@enron.com +Subject: tv on 33 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Harrington +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cash + Hehub + Chicago + PEPL + Katy + Socal + Opal + Permian + +Gas Daily + + Hehub + Chicago + PEPL + Katy + Socal + NWPL + Permian + +Prompt + + Nymex + Chicago + PEPL + HSC + Socal + NWPL" +"allen-p/sent/144.","Message-ID: <14163068.1075855682899.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 01:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: sunil.dalal@enron.com +Subject: Re: Ad Hoc VaR model +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Sunil Dalal +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I tried to run the model and it did not work" +"allen-p/sent/145.","Message-ID: <3552307.1075855682920.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: TRANSPORTATION MODEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/09/2000 +02:11 PM --------------------------- + + Enron North America Corp. + + From: Colleen Sullivan 08/09/2000 10:11 AM + + +To: Keith Holst/HOU/ECT@ect, Andrew H Lewis/HOU/ECT@ECT, Fletcher J +Sturm/HOU/ECT@ECT, Larry May/Corp/Enron@Enron, Kate Fraser/HOU/ECT@ECT, Zimin +Lu/HOU/ECT@ECT, Greg Couch/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron, +Sandra F Brawner/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON +Subject: TRANSPORTATION MODEL + +Please plan to attend a meeting on Friday, August 11 at 11:15 a.m. in 30C1 to +discuss the transportation model. Now that we have had several traders +managing transportation positions for several months, I would like to discuss +any issues you have with the way the model works. I have asked Zimin Lu +(Research), Mark Breese and John Griffith (Structuring) to attend so they +will be available to answer any technical questions. The point of this +meeting is to get all issues out in the open and make sure everyone is +comfortable with using the model and position manager, and to make sure those +who are managing the books believe in the model's results. Since I have +heard a few concerns, I hope you will take advantage of this opportunity to +discuss them. + +Please let me know if you are unable to attend. + + +" +"allen-p/sent/146.","Message-ID: <10298702.1075855682941.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: TRANSPORTATION MODEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + + I am out ot the office on Friday, but Keith Holst will attend. He has been +managing the Transport on the west desk. + +Phillip" +"allen-p/sent/147.","Message-ID: <16536681.1075855682965.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 06:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Now that #44 is rented and you have settled in for a couple of months, we +need to focus on expenses and recordkeeping. + + First, I want to implement the following changes: + + 1. No Overtime without my written (or email) instructions. + 2. Daily timesheets for you and Wade faxed to me daily + 3. Paychecks will be issued each Friday by me at the State Bank + 4. No more expenditures on office or landscape than is necessary for basic +operations. + + + Moving on to the checkbook, I have attached a spreadsheet that organizes all +the checks since Jan. 1. + When you open the file, go to the ""Checkbook"" tab and look at the yellow +highlighted items. I have questions about these items. + Please gather receipts so we can discuss. + +Phillip + + + +" +"allen-p/sent/148.","Message-ID: <641379.1075855682990.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + How many times do you think Jeff wants to get this message. Please help + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:30 PM --------------------------- + + + + From: Jeffrey A Shankman 08/08/2000 05:59 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Paul T Lucci/DEN/ECT@Enron +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + +Please have Phillip or John L approve. thanks. Jeff +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 08/08/2000 +07:48 AM --------------------------- + + +ARSystem@ect.enron.com on 08/07/2000 07:03:23 PM +To: jeffrey.a.shankman@enron.com +cc: +Subject: Your Approval is Overdue: Access Request for paul.t.lucci@enron.com + + +This request has been pending your approval for 8 days. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000000935&Email +=jeffrey.a.shankman@enron.com to approve the request or contact IRM at +713-853-5536 if you have any issues. + + + + +Request ID : 000000000000935 +Request Create Date : 7/27/00 2:15:23 PM +Requested For : paul.t.lucci@enron.com +Resource Name : EOL US NatGas US GAS PHY FWD FIRM Non-Texas < or = 1 +Month +Resource Type : Applications + + + + + + + +" +"allen-p/sent/149.","Message-ID: <8693639.1075855683013.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Request Submitted: Access Request for frank.ermis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + I keep getting these security requests that I cannot approve. Please take +care of this. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 +04:28 PM --------------------------- + + +ARSystem@ect.enron.com on 08/08/2000 07:17:38 AM +To: phillip.k.allen@enron.com +cc: +Subject: Request Submitted: Access Request for frank.ermis@enron.com + + +Please review and act upon this request. You have received this email because +the requester specified you as their Manager. Please click +http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000001282&Email +=phillip.k.allen@enron.com to approve th + + + + +Request ID : 000000000001282 +Request Create Date : 8/8/00 9:15:59 AM +Requested For : frank.ermis@enron.com +Resource Name : Market Data Telerate Basic Energy +Resource Type : Applications + + + + + +" +"allen-p/sent/15.","Message-ID: <4340611.1075855680090.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 03:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Nortel box +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +How about 3:30" +"allen-p/sent/150.","Message-ID: <18009832.1075855683034.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 09:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: barry.steinhart@enron.com +Subject: Re: trading opportunities +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Steinhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +What are your skills? Why do you want to be on a trading desk?" +"allen-p/sent/151.","Message-ID: <30273338.1075855683056.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: New Socal Curves +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: matt.smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +12:42 PM --------------------------- + + + + From: Jay Reitmeyer 08/07/2000 10:39 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect +cc: +Subject: New Socal Curves + + +" +"allen-p/sent/152.","Message-ID: <18154030.1075855683077.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 02:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Report on Property +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I didn't get a fax with the July bank statement on Friday. Can you refax it +to 713 646 2391 + +Phillip" +"allen-p/sent/153.","Message-ID: <4339529.1075855683099.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, steven.south@enron.com +Subject: Gas fundamentals development website +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 +07:05 AM --------------------------- + + +Chris Gaskill@ENRON +08/04/2000 03:13 PM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Hunter S Shively/HOU/ECT@ECT +Subject: Gas fundamentals development website + +Attached is the link to the site that we reviewed in today's meeting. The +site is a work in progress, so please forward your comments. + +http://gasfundy.dev.corp.enron.com/ + +Chris +" +"allen-p/sent/154.","Message-ID: <20685564.1075855683120.JavaMail.evans@thyme> +Date: Sat, 5 Aug 2000 09:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Hunter, + +Are you watching Alberto? Do you have Yahoo Messenger or Hear Me turned on? + +Phillip" +"allen-p/sent/155.","Message-ID: <4811710.1075855683141.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chris.gaskill@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +can you build something to look at historical prices from where we saved +curves each night. + +Here is an example that pulls socal only. +Improvements could include a drop down menu to choose any curve and a choice +of index,gd, or our curves. + +" +"allen-p/sent/156.","Message-ID: <4244906.1075855683164.JavaMail.evans@thyme> +Date: Fri, 4 Aug 2000 05:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + +The only long term deal in the west that you could put prudency against is +the PGT transport until 2023 + +Phillip" +"allen-p/sent/157.","Message-ID: <7426661.1075855683185.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Electric Overage (1824.62) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I will call you this afternoon to discuss the things in your email. + +Phillip" +"allen-p/sent/158.","Message-ID: <30967543.1075855683207.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com +Subject: New Generation Update 7/24/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Frank Ermis, Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:49 AM --------------------------- + + Enron North America Corp. + + From: Kristian J Lande 07/25/2000 02:24 PM + + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Tim Belden/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT, Tom +Alonso/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tim Heizenrader/PDX/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Generation Update 7/24/00 + + +" +"allen-p/sent/159.","Message-ID: <8704367.1075855683228.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ywang@enron.com +Subject: Re: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ywang@enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +please add mike grigsby to distribution" +"allen-p/sent/16.","Message-ID: <5329962.1075855680112.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 06:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + I received the drawings. They look good at first glance. I will look at +them in depth this weekend. The proforma was in the winmail.dat format which +I cannot open. Please resend in excel or a pdf format. If you will send it +to pallen70@hotmail.com, I will be able to look at it this weekend. Does +this file have a timeline for the investment dollars? I just want to get a +feel for when you will start needing money. + + +Phillip" +"allen-p/sent/160.","Message-ID: <30542117.1075855683251.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 03:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: Price for Stanfield Term +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 +10:44 AM --------------------------- + +Michael Etringer + +07/26/2000 08:32 AM + +To: Keith Holst/HOU/ECT@ect, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Price for Stanfield Term + +I am sending off a follow-up to a bid I submitted to Clark County PUD. They +have requested term pricing for Stanfield on a volume of 17,000. Could you +give me a basis for the period : + +Sept -00 - May 31, 2006 +Sept-00 - May 31, 2008 + +Since I assume you do not keep a Stanfield basis, but rather a basis off +Malin or Rockies, it would probably make sense to show the basis as an +adjustment to one of these point. Also, what should the Mid - Offer Spread +be on these terms. + +Thanks, Mike + +" +"allen-p/sent/161.","Message-ID: <5674102.1075855683272.JavaMail.evans@thyme> +Date: Tue, 25 Jul 2000 10:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: For Wade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Wade, + + I understood your number one priority was to deal with your vehicle +situation. You need to take care of it this week. Lucy can't hold the +tenants to a standard (vehicles must be in running order with valid stickers) +if the staff doesn't live up to it. If you decide to buy a small truck and +you want to list me as an employer for credit purposes, I will vouch for your +income. + +Phillip" +"allen-p/sent/162.","Message-ID: <2952370.1075855683293.JavaMail.evans@thyme> +Date: Mon, 24 Jul 2000 03:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: your address +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +the merlin ct. address is still good. I don't know why the mailing would be +returned. " +"allen-p/sent/163.","Message-ID: <27048398.1075855683315.JavaMail.evans@thyme> +Date: Thu, 20 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the 1st draft of a wish list for systems. + +" +"allen-p/sent/164.","Message-ID: <6995367.1075855683336.JavaMail.evans@thyme> +Date: Wed, 19 Jul 2000 03:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Interactive Information Resource +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/19/2000 +10:39 AM --------------------------- + + +Skipping Stone on 07/18/2000 06:06:28 PM +To: Energy.Professional@mailman.enron.com +cc: +Subject: Interactive Information Resource + + + +skipping stone animation +Have you seen us lately? + +Come see what's new + +www.skippingstone.com +Energy Experts Consulting to the Energy Industry +! + +" +"allen-p/sent/165.","Message-ID: <29971583.1075855683357.JavaMail.evans@thyme> +Date: Tue, 18 Jul 2000 02:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: lunch +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +11:15 today still works." +"allen-p/sent/166.","Message-ID: <13269622.1075855683379.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com +Subject: Comments on Order 637 Compliance Filings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +fyi CIG + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/17/2000 +10:45 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 07/14/2000 02:31 PM + + +To: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Chris +Meyer/HOU/ECT@ECT, Judy Townsend/HOU/ECT@ECT, Theresa Branney/HOU/ECT@ECT, +Paul T Lucci/DEN/ECT@Enron, Jane M Tholt/HOU/ECT@ECT, Steven P +South/HOU/ECT@ECT, Frank Ermis/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +George Smith/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Jim Homco/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Ray +Hamman/HOU/EES@EES, Robert Superty/HOU/ECT@ECT, Edward Terry/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Brenda H +Fletcher/HOU/ECT@ECT, Jeff Coates/HOU/EES@EES, John Hodge/Corp/Enron@ENRON, +Janet Edwards/Corp/Enron@ENRON, Ruth Concannon/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Paul Tate/HOU/EES@EES, Phillip K Allen/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Barbara G Dillard/HOU/ECT@ECT, Gary L +Payne/HOU/ECT@ECT +cc: +Subject: Comments on Order 637 Compliance Filings + + + + +FYI + +Attached are initial comments of ENA which will be filed Monday in the Order +637 Compliance Filings of the indicated pipelines. (Columbia is Columbia +Gas.) For all other pipelines on the priority list, we filed plain +interventions. + + +" +"allen-p/sent/167.","Message-ID: <19782248.1075855683400.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.davis@enron.com, niamh.clarke@enron.com, sonya.clarke@enron.com +Subject: El Paso Blanco Avg product +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank L Davis, Niamh Clarke, Sonya Clarke +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/14/2000 +02:00 PM --------------------------- + + Enron North America Corp. + + From: Kenneth Shulklapper 07/14/2000 06:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: El Paso Blanco Avg product, + + + +Please extend all internal gas traders view access to the new El Paso Blanco +Avg physical NG product. + +Tori Kuykendahl and Jane Tholt should both have administrative access to +manage this on EOL. + +If you have any questions, please call me on 3-7041 + +Thanks, + +Phillip Allen +" +"allen-p/sent/168.","Message-ID: <22937650.1075855683421.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 06:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: 65th BD for Nea +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kay, + + I will be down that weekend, but I am not sure about the rest of the family. +All is well here. I will try to bring some pictures if I can't bring the +real thing. + +Keith" +"allen-p/sent/169.","Message-ID: <6222622.1075855683443.JavaMail.evans@thyme> +Date: Thu, 13 Jul 2000 03:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Project Elvis and Cactus Open Gas Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/13/2000 +10:24 AM --------------------------- +From: Andy Chen on 07/12/2000 02:14 PM +To: Michael Etringer/HOU/ECT@ECT +cc: Frank W Vickers/HOU/ECT@ECT, Saji John/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: Project Elvis and Cactus Open Gas Position + +Mike-- + +Here are the net open Socal border positions we have for Elvis and Cactus. +Let's try and set up a conference call with Phillip and John to talk about +their offers at the back-end of their curves. + +Roughly speaking, we are looking at a nominal 3750 MMBtu/d for 14 years from +May 2010 on Elvis, and 3000 MMBtu/d on Cactus fromJune 2004 to April 2022. + +Andy + + + +" +"allen-p/sent/17.","Message-ID: <23894731.1075855680133.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 04:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas Trading 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Paula, + + I looked over the plan. It looks fine. + +Phillip" +"allen-p/sent/170.","Message-ID: <28004718.1075855683465.JavaMail.evans@thyme> +Date: Wed, 12 Jul 2000 07:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/12/2000 +02:18 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 02:58 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Sorry, I didn't attach the form. There is one for Associates and one for +Analyst. + + +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:57 PM --------------------------- + + + + From: Jana Giovannini 07/11/2000 04:57 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Celeste Roberts/HOU/ECT@ECT +Subject: assoc. for west desk + +Hey Phillip, +I received your note from Celeste. I am the ENA Staffing Coordinator and +need for you to fill out the attached Needs Assessment form before I can send +you any resumes. Also, would you be interested in the new class? Analysts +start with the business units on Aug. 3rd and Assoc. start on Aug. 28th. We +are starting to place the Associates and would like to see if you are +interested. Please let me know. + +Once I receive the Needs Assessment back (and you let me know if you can wait +a month,) I will be happy to pull a couple of resumes for your review. If +you have any questions, please let me know. Thanks. +---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 +04:50 PM --------------------------- + + + + From: Dolores Muzzy 07/11/2000 04:17 PM + + +To: Jana Giovannini/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +I believe Phillip Allen is from ENA. + +Dolores +---------------------- Forwarded by Dolores Muzzy/HOU/ECT on 07/11/2000 04:17 +PM --------------------------- + + + + From: Phillip K Allen 07/11/2000 12:54 PM + + +To: Celeste Roberts/HOU/ECT@ECT +cc: +Subject: assoc. for west desk + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041 + + + + + + +" +"allen-p/sent/171.","Message-ID: <7286909.1075855683487.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:59 PM --------------------------- + + + + From: Robert Badeer 07/11/2000 02:44 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/sent/172.","Message-ID: <30972220.1075855683508.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 09:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Systems Meeting 7/18 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Kimberly Hillis 07/11/2000 01:16 PM + + +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Steve +Jackson/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT +cc: Barbara Lewis/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Cherylene R +Westbrook/HOU/ECT@ECT, Patti Thompson/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, +Irena D Hogan/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT +Subject: Systems Meeting 7/18 + +Please note that John Lavorato has scheduled a Systems Meeting on Tuesday, +July 18, from 2:00 - 3:00 p.m. in EB3321. + +Please call me at x30681 if you have any questions. + +Thanks + +Kim Hillis + +" +"allen-p/sent/173.","Message-ID: <20210771.1075855683529.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: celeste.roberts@enron.com +Subject: assoc. for west desk +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Celeste Roberts +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Celeste, + + I need two assoc./analyst for the west gas trading desk. Can you help? + I also left you a voice mail. + +Phillip +x37041" +"allen-p/sent/174.","Message-ID: <10923986.1075855683551.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 02:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: Katy flatlands +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +How about Tuesday at 11:15 in front of the building?" +"allen-p/sent/175.","Message-ID: <23137941.1075855683572.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 02:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ywang@enron.com +Subject: Re: New Notice from Transwestern Pipeline Co. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ywang@enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +please add mike grigsby to distribution list. +" +"allen-p/sent/176.","Message-ID: <17071836.1075855683593.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@surffree.com +Subject: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@surffree.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +testing" +"allen-p/sent/177.","Message-ID: <2410257.1075855683614.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 23:12:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: System Meeting 7/11 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 +06:12 AM --------------------------- + + Enron North America Corp. + + From: John J Lavorato 07/10/2000 04:03 PM + + +Sent by: Kimberly Hillis +To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, +Kristin Albrecht/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: System Meeting 7/11 + +This is to confirm a meeting for tomorrow, Tuesday, July 11 at 2:00 pm. +Please reference the meeting as Systems Meeting and also note that there will +be a follow up meeting. The meeting will be held in EB3321. + +Call Kim Hillis at x30681 if you have any questions. + +k" +"allen-p/sent/178.","Message-ID: <9006538.1075855683636.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, kenneth.shulklapper@enron.com +Subject: Natural Gas Customers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/10/2000 +04:40 PM --------------------------- + + +Scott Neal +07/10/2000 01:19 PM +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Elsa +Villarreal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: +Subject: Natural Gas Customers + + +---------------------- Forwarded by Scott Neal/HOU/ECT on 07/10/2000 03:18 PM +--------------------------- + + +Jason Moore +06/26/2000 10:44 AM +To: Scott Neal/HOU/ECT@ECT +cc: Joel Henenberg/NA/Enron@Enron, Mary G Gosnell/HOU/ECT@ECT +Subject: Natural Gas Customers + +Attached please find a spreadsheet containing a list of natural gas customers +in the Global Counterparty database. These are all active counterparties, +although we may not be doing any business with them currently. If you have +any questions, please feel free to call me at x33198. + + + +Jason Moore + + +" +"allen-p/sent/179.","Message-ID: <8845686.1075855683658.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 06:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: EXECUTIVE IMPACT COURSE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + Please sign me up for this course whenever Hunter is signed up. Thanks" +"allen-p/sent/18.","Message-ID: <19305079.1075855680156.JavaMail.evans@thyme> +Date: Fri, 17 Nov 2000 00:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/17/2000 +08:27 AM --------------------------- + + +""George Richards"" on 11/17/2000 05:25:35 AM +Please respond to +To: ""Phillip Allen"" , ""Larry Lewter"" + +cc: +Subject: SM134 Proforma.xls + + +Enclosed is the cost breakdown for the appraiser. Note that the +construction management fee (CMF) is stated at 12.5% rather than our +standard rate of 10%. This will increase cost and with a loan to cost ratio +of 75%, this will increase the loan amount and reduce required cash equity. + +Also, we are quite confident that the direct unit and lot improvement costs +are high. Therefore, we should have some additional room once we have +actual bids, as The Met project next door is reported to have cost $49 psf +without overhead or CMF, which is $54-55 with CMF. + +It appears that the cash equity will be $1,784,876. However, I am fairly +sure that we can get this project done with $1.5MM. + +I hope to finish the proforma today. The rental rates that we project are +$1250 for the 3 ADA units, $1150-1200 for the 2 bedroom and $1425 for the 3 +bedroom. Additional revenues could be generated by building detached +garages, which would rent for $50-75 per month. + + + + + - winmail.dat +" +"allen-p/sent/180.","Message-ID: <23314850.1075855683680.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 06:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: Katy flatlands +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I am not in good enough shape to ride a century right now. Plus I'm nursing +some injuries. I can do lunch this week or next, let's pick a day. + +Phillip" +"allen-p/sent/181.","Message-ID: <4033276.1075855683701.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 09:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: brendas@tgn.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: brendas@tgn.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + The word document attached is a notice/consent form for the sale. The excel +file is an amortization table for the note. +You can use the Additional Principal Reduction to record prepayments. Please +email me back to confirm receipt. + + +Phillip + + + + + +" +"allen-p/sent/182.","Message-ID: <7325264.1075855683722.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 09:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Brenda Stones telephone numbers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I have spoken to Brenda and everything looks good. Matt Lutz was supposed +to email me some language but I did not receive it. I don't have his # so +can you follow up. When is the estimated closing date. Let me know what +else I need to be doing. + +Phillip" +"allen-p/sent/183.","Message-ID: <4508713.1075855683743.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 06:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary.taylor@enron.com +Subject: Re: market intelligence +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +gary, + + thanks for the info." +"allen-p/sent/184.","Message-ID: <12031970.1075855683764.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 06:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: felix.buitron@enron.com +Subject: Re: Memory +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Felix Buitron +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Anytime after 3 p.m." +"allen-p/sent/185.","Message-ID: <22317379.1075855683786.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 09:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Re: Thoughts on Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + Matt sent you a email with his attempt to organize some of the cems and wscc +data. Tim H. expressed concern over the reliability of the wscc data. I +don't know if we should scrap the wscc or just keep monitoring in case it +improves. Let me know what you think. + +Phillip" +"allen-p/sent/186.","Message-ID: <16750232.1075855683808.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 08:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Executive Impact and Influence Course +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +What are my choices for dates? +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/06/2000 +03:44 PM --------------------------- + + +David W Delainey +06/29/2000 10:48 AM +To: Jeffery Ader/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, +Bryan Burnett/HOU/ECT@ECT, George Carrick/HOU/ECT@ECT, Joseph +Deffner/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Craig A Fox/HOU/ECT@ECT, +Julie A Gomez/HOU/ECT@ECT, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Fred Lagrasta/HOU/ECT@ECT, John J +Lavorato/Corp/Enron@Enron, Thomas A Martin/HOU/ECT@ECT, Gil +Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Hunter S Shively/HOU/ECT@ECT, Bruce Sukaly/Corp/Enron@Enron, Colleen +Sullivan/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, +Carl Tricoli/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT +cc: Billy Lemmons/Corp/Enron@ENRON, Mark Frevert/NA/Enron@Enron +Subject: Executive Impact and Influence Course + +Folks, you are the remaining officers of ENA that have not yet enrolled in +this mandated training program. It is ENA's goal to have all its officers +through the program before the end of calendar year 2000. The course has +received very high marks for effectiveness. Please take time now to enroll +in the program. Speak to your HR representative if you need help getting +signed up. + +Regards +Delainey +" +"allen-p/sent/187.","Message-ID: <33028235.1075855683829.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 07:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Notices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +I got your email. I didn't have time to finish it. I will read it this +weekend and ask my dad about the a/c's. I am glad you are enjoying +the job. This weekend I will mark up the lease and rules. If I didn't +mention this when I was there, the 4th is a paid holiday for you and Wade. +Have a good weekend and I will talk to you next week. + +Phillip" +"allen-p/sent/188.","Message-ID: <14590720.1075855683853.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 05:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: (Reminder) Update GIS Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +What is GIS info? Can you do this? + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/30/2000 +12:53 PM --------------------------- + + Enron North America Corp. + + From: David W Delainey 06/30/2000 07:42 AM + + +Sent by: Kay Chapman +To: Raymond Bowen/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Janet R +Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, George McClellan/HOU/ECT@ECT, Jere C +Overdyke/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A +Shankman/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT, Mark E +Haedicke/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Julia Murray/HOU/ECT@ECT, +Greg Hermans/Corp/Enron@Enron, Paul Adair/Corp/Enron@Enron, Jeffery +Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, +Brad Alford/ECP/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Michael J Beyer/HOU/ECT@ECT, +Brian Bierbach/DEN/ECT@Enron, Donald M- ECT Origination Black/HOU/ECT@ECT, +Greg Blair/Corp/Enron@Enron, Brad Blesie/Corp/Enron@ENRON, Michael W +Bradley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Christopher F +Calger/PDX/ECT@ECT, Cary M Carrabine/Corp/Enron@Enron, George +Carrick/HOU/ECT@ECT, Douglas Clifford/Corp/Enron@ENRON, Bob +Crane/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Kent Densley/Corp/Enron@Enron, +Timothy J Detmering/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Ranabir +Dutt/Corp/Enron@Enron, Craig A Fox/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, +David Howe/Corp/Enron@ENRON, Mike Jakubik/HOU/ECT@ECT, Scott +Josey/Corp/Enron@ENRON, Jeff Kinneman/HOU/ECT@ECT, Kyle Kitagawa/CAL/ECT@ECT, +Fred Lagrasta/HOU/ECT@ECT, Billy Lemmons/Corp/Enron@ENRON, Laura +Luce/Corp/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Randal +Maffett/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT, Michael McDonald/SF/ECT@ECT, +Jesus Melendrez/Corp/Enron@Enron, mmiller3@enron.com, Rob +Milnthorp/CAL/ECT@ECT, Gil Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, +Edward Ondarza/HOU/ECT@ECT, Michelle Parks/Corp/Enron@Enron, David +Parquet/SF/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Steve +Pruett/Corp/Enron@Enron, Daniel Reck/HOU/ECT@ECT, Andrea V Reed/HOU/ECT@ECT, +Jim Schwieger/HOU/ECT@ECT, Cliff Shedd/NA/Enron@Enron, Hunter S +Shively/HOU/ECT@ECT, Stuart Staley/LON/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, +Thomas M Suffield/Corp/Enron@ENRON, Bruce Sukaly/Corp/Enron@Enron, Jake +Thomas/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Carl +Tricoli/Corp/Enron@Enron, Max Yzaguirre/NA/Enron@ENRON, Sally +Beck/HOU/ECT@ECT, Nick Cocavessis/Corp/Enron@ENRON, Peggy +Hedstrom/CAL/ECT@ECT, Sheila Knudsen/Corp/Enron@ENRON, Jordan +Mintz/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Edward D +Baughman/HOU/ECT@ECT, Bryan Burnett/HOU/ECT@ECT, James I Ducote/HOU/ECT@ECT, +Douglas B Dunn/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Barbara N +Gray/HOU/ECT@ECT, Robert Greer/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, +Andrew Kelemen/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Jesse +Neyman/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, +William Rome/HOU/ECT@ECT, Lance Schuler-Legal/HOU/ECT@ECT, Vasant +Shanbhogue/HOU/ECT@ECT, Gregory L Sharp/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, +Sheila Tweed/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Mark Dobler/NA/Enron@Enron, +Thomas A Martin/HOU/ECT@ECT, Steven Schneider/Enron@Gateway +cc: Cindy Skinner/HOU/ECT@ECT, Ted C Bland/HOU/ECT@ECT, David W +Delainey/HOU/ECT@ECT, Marsha Schiller/HOU/ECT@ECT, Shirley +Tijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Stella L +Ely/HOU/ECT@ECT, Kimberly Hillis/HOU/ECT@ect, Yolanda Ford/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Katherine Benedict/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Janette Elbertson/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Carolyn +George/Corp/Enron@ENRON, Kimberly Brown/HOU/ECT@ECT, Claudette +Harvey/HOU/ECT@ect, Terrellyn Parker/HOU/ECT@ECT, Maria Elena +Mendoza/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Debra Davidson/PDX/ECT@ECT, +Jessica A Wentworth/DEN/ECT@Enron, Catherine DuMont/PDX/ECT@ECT, Betty J +Coneway/HOU/ECT@ECT, Nicole Mayer/HOU/ECT@ECT, Sherri Carpenter/HOU/ECT@ECT, +Susan Fallon/Corp/Enron@ENRON, Tina Rode/HOU/ECT@ECT, Tonai +Lehr/Corp/Enron@ENRON, Iris Wong/CAL/ECT@ECT, Rebecca.Young@enron.com, Maxine +E Levingston/Corp/Enron@Enron, Lynn Pikofsky/Corp/Enron@ENRON, Luann +Mitchell/Corp/Enron@Enron, Ana Alcantara/HOU/ECT@ECT, Deana +Fortine/Corp/Enron@ENRON, Deborah J Edison/HOU/ECT@ECT, Lisa +Zarsky/HOU/ECT@ECT, Angela McCulloch/CAL/ECT@ECT, Dusty Warren +Paez/HOU/ECT@ECT, Cristina Zavala/SF/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Denys +Watson/Corp/Enron@ENRON, Angie Collins/HOU/ECT@ECT, Tammie +Davis/NA/Enron@Enron, Gerry Taylor/Corp/Enron@ENRON, Lorie Leigh/HOU/ECT@ECT, +Airam Arteaga/HOU/ECT@ECT, Tina Tennant/HOU/ECT@ECT, Mollie +Gustafson/PDX/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Patti +Thompson/HOU/ECT@ECT, Leticia Leal/HOU/ECT@ECT, Darlene C +Forsyth/HOU/ECT@ECT, Rhonna Palmer/HOU/ECT@ECT, Irena D Hogan/HOU/ECT@ECT, +Joya Davis/HOU/ECT@ECT, Erica Braden/HOU/ECT@ECT, Anabel +Gutierrez/HOU/ECT@ECT, Jenny Helton/HOU/ECT@ect, Christine +Drummond/HOU/ECT@ECT, Kevin G Moore/HOU/ECT@ECT, Dina Snow/Corp/Enron@Enron, +Lillian Carroll/HOU/ECT@ECT, Taffy Milligan/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Nancy Hall/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, +Crystal Blair/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Donna +Baker/HOU/ECT@ECT, Melissa Jones/NA/Enron@ENRON, Beth A Ryan/HOU/ECT@ECT, +Shirley Crenshaw/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Amy +Cooper/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT +Subject: (Reminder) Update GIS Information + +This is a reminder !!! If you haven't taken the time to update your GIS +information, please do so. It is essential that this function be performed +as soon as possible. Please read the following memo sent to you a few days +ago and if you have any questions regarding this request, please feel free to +call Ted Bland @ 3-5275. + +With Enron's rapid growth we need to maintain an ability to move employees +between operating companies and new ventures. To do this it is essential to +have one process that will enable us to collect , update and retain employee +data. In the spirit of One Enron, and building on the success of the +year-end Global VP/MD Performance Review Process, the Enron VP/MD PRC +requests that all Enron Vice Presidents and Managing Directors update their +profiles. Current responsibilities, employment history, skills and education +need to be completed via the HR Global Information System. HRGIS is +accessible via the HRWEB home page on the intranet. Just go to +hrweb.enron.com and look for the HRGIS link. Or just type eglobal.enron.com +on the command line of your browser. + +The target date by which to update these profiles is 7 July. If you would +like to have a hard copy of a template that could be filled out and returned +for input, or If you need any assistance with the HRGIS application please +contact Kathy Schultea at x33841. + +Your timely response to this request is greatly appreciated. + + +Thanks, + + +Dave" +"allen-p/sent/189.","Message-ID: <10451552.1075855683875.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 09:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: West Power Strategy Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +04:39 PM --------------------------- + + +TIM HEIZENRADER +06/27/2000 11:35 AM +To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: West Power Strategy Materials + +Charts for today's meeting are attached: +" +"allen-p/sent/19.","Message-ID: <22665148.1075855680177.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:51 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/sent/190.","Message-ID: <1785126.1075855683896.JavaMail.evans@thyme> +Date: Tue, 27 Jun 2000 05:33:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: gas storage model +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 +12:32 PM --------------------------- + + +Zimin Lu +06/14/2000 07:09 AM +To: Mark Breese/HOU/ECT@ECT +cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Colleen +Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, +Scott Neal/HOU/ECT@ECT +Subject: gas storage model + + +Mark, + +We are currently back-testing the storage model. +The enclosed version contains deltas and decision +variable. + +You mentioned that you have resources to run the model. Please do so. +This will help us to gain experience with the market vs the +model. + +I am going to distribute an article by Caminus, an software vendor. +The article illustrates the optionality associated with storage operation +very well. The Enron Research storage model is a lot like that, although +implementation may be +different. + +Let me know if you have any questions. + +Zimin + + + +" +"allen-p/sent/191.","Message-ID: <4961780.1075855683918.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 07:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +is your voice healed or are you going to use a real time messenger?" +"allen-p/sent/192.","Message-ID: <9875867.1075855683939.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 07:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +no" +"allen-p/sent/193.","Message-ID: <23485003.1075855683961.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 06:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Download Frogger before it hops away! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/26/2000 +01:57 PM --------------------------- + + +""the shockwave.com team"" on 06/23/2000 +10:49:22 PM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Download Frogger before it hops away! + + +Dear Phillip, + +Frogger is leaving shockwave.com soon... + +Save it to your Shockmachine now! + +Every frog has his day - games, too. Frogger had a great run as an +arcade classic, but it is leaving the shockwave.com pond soon. The +good news is that you can download it to your Shockmachine and +own it forever! + +Don't know about Shockmachine? You can download Shockmachine for free +and save all of your downloadable favorites to play off-line, +full-screen, whenever you want. + +Download Frogger by noon, PST on June 30th, while it's still on +the site! + +the shockwave.com team + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + +#27279 + + + + + + + +" +"allen-p/sent/194.","Message-ID: <11661988.1075855683982.JavaMail.evans@thyme> +Date: Fri, 23 Jun 2000 04:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: torrey.moorer@enron.com +Subject: FT-Denver book on EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/23/2000 +11:45 AM --------------------------- + + Enron North America Corp. + + From: Michael Walters 06/21/2000 04:17 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Paul T Lucci/DEN/ECT@Enron +cc: Tara Sweitzer/HOU/ECT@ECT +Subject: FT-Denver book on EOL + +Phil or Paul: + +Please forward this note to Torrey Moorer or Tara Sweitzer in the EOL +department. It must be sent by you. + +Per this request, we are asking that all financial deals on EOL be bridged +over to the FT-Denver book instead of the physical ENA IM-Denver book. + +Thanks in advance. + +Mick Walters +3-4783 +EB3299d +" +"allen-p/sent/195.","Message-ID: <11608488.1075855684006.JavaMail.evans@thyme> +Date: Thu, 22 Jun 2000 00:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: scott.carter@chase.com +Subject: Re: The New Power Company +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Carter, Scott"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Scott, + + I emailed your question to a friend that works for the new company. I think +I know the answer to your questions but I want to get the exact details from +him. Basically, they will offer energy online at a fixed price or some +price that undercuts the current provider. Then once their sales are large +enough they will go to the wholesale market to hedge and lock in a profit. +The risk is that they have built in enough margin to give them room to manage +the price risk. This is my best guess. I will get back to you with more. + +Phillip" +"allen-p/sent/196.","Message-ID: <18396036.1075855684027.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 07:24:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Wade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I want to speak to Wade myself. He can call me at work or home. Or if you +email me his number I will call him. + I would like Gary to direct Wade on renovation tasks and you can give him +work orders for normal maintenance. + + I will call you tomorrow to discuss items from the office. Do you need Mary +to come in on any more Fridays? I think I + can guess your answer. + + I might stop by this Friday. + +Phillip" +"allen-p/sent/197.","Message-ID: <11644949.1075855684049.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 03:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone.ect.enron.com/~theizen/wsccnav/" +"allen-p/sent/198.","Message-ID: <27222590.1075855684071.JavaMail.evans@thyme> +Date: Mon, 12 Jun 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Thoughts on Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/12/2000 +10:55 AM --------------------------- + + + + From: Tim Belden 06/11/2000 07:26 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Thoughts on Presentation + +It is a shame that the CAISO doesn't provide actual generation by unit. The +WSCC data, which is dicey and we don't have until July 1999, and the CEMMS, +which comes on a delay, are ultimately our best sources. For your purposes +the CAISO may suffice. I think that you probably know this already, but +there can be a siginificant difference between ""scheduled"" and ""actual"" +generation. You are pulling ""scheduled."" If someone doesn't schedule their +generation and then generates, either instructed or uninstructed, then you +will miss that. You may also miss generation of the northern california +munis such as smud who only schedule their net load to the caiso. That is, +if they have 1500 MW of load and 1200 MW of generation, they may simply +schedule 300 MW of load and sc transfers or imports of 300 MW. Having said +all of that, it is probably close enough and better than your alternatives on +the generation side. + +On the load side I think that I would simply use CAISO actual load. While +they don't split out NP15 from SP15, I think that using the actual number is +better than the ""scheduled"" number. The utilities play lots of game on the +load side, usually under-scheduling depending on price. + +I think the presentation looks good. It would be useful to share this with +others up here once you have it finished. I'd like to see how much gas +demand goes up with each additional GW of gas-generated electricity, +especially compared to all gas consumption. I was surprised by how small the +UEG consumption was compared to other uses. If it is the largest marginal +consumer then it is obviously a different story. + +Let's talk. +" +"allen-p/sent/199.","Message-ID: <15392649.1075855684093.JavaMail.evans@thyme> +Date: Thu, 8 Jun 2000 10:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Check out NP Gen & Load. (aMW)" +"allen-p/sent/2.","Message-ID: <29732396.1075855679806.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 03:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: scott.tholan@enron.com +Subject: Enron Response to San Diego Request for Gas Price Caps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Scott Tholan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/13/2000 +11:28 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 10:17 AM CST +To: James D Steffes/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON, Susan J +Mara/NA/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Richard +Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Richard B +Sanders/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Christi L +Nicolay/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, pkaufma@enron.com, +pallen@enron.com +cc: +Subject: Enron Response to San Diego Request for Gas Price Caps + +Please review the attached draft Enron comments in response to the San Diego +request for natural gas price caps. The comments reflect Becky Cantrell's +comments (which are reflected in red line). Please respond to me as soon as +possible with your comments, and please pass it on to anyone else who needs +to see it. + +Thanks + +Sarah + + +" +"allen-p/sent/20.","Message-ID: <23235013.1075855680199.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 06:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 +02:50 PM --------------------------- +To: Faith Killen/HOU/ECT@ECT +cc: +Subject: Re: West Gas 2001 Plan + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + + +" +"allen-p/sent/200.","Message-ID: <33137938.1075855684114.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:27 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/sent/201.","Message-ID: <12877645.1075855684135.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 +12:26 PM --------------------------- + + + + From: Phillip K Allen 06/06/2000 10:26 AM + + +To: Robert Badeer/HOU/ECT@ECT +cc: +Subject: + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + + + +" +"allen-p/sent/202.","Message-ID: <8508447.1075855684158.JavaMail.evans@thyme> +Date: Tue, 6 Jun 2000 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ecthou-webcl1.nt.ect.enron.com/gas/ + +All the gas reports are under west desk + +Call Brian Hoskins for a password + + + + + +" +"allen-p/sent/203.","Message-ID: <26036144.1075855684179.JavaMail.evans@thyme> +Date: Mon, 5 Jun 2000 04:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: felix.buitron@enron.com +Subject: Re: Compaq M700 laptop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Felix Buitron +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Felix, + +Network: + login pallen + pw ke7davis + +Notes: + pw synergi + + +My location is 3210B. + +Phillip" +"allen-p/sent/204.","Message-ID: <6132315.1075855684200.JavaMail.evans@thyme> +Date: Fri, 2 Jun 2000 08:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Click on this attachment to see the format to record expenses. You can keep +a log on paper or on the computer. The computer would be better for sending +me updates. + + + +What do you think about being open until noon on Saturday. This might be +more convenient for collecting rent and showing open apartments. +We can adjust office hours on another day. + +Phillip" +"allen-p/sent/205.","Message-ID: <20164934.1075855684222.JavaMail.evans@thyme> +Date: Fri, 2 Jun 2000 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: 91 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I will respond to the offer on Monday. There is a $35 Million expansion +adding 250 jobs in Burnet. I am tempted to hold for $3000/acre. Owner +financing would still work. Do you have an opinion? + +Phillip" +"allen-p/sent/206.","Message-ID: <12283483.1075855684243.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 10:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: What's happening? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I was glad to hear from you. I hope we can put the past behind us. Sounds +like you have been busy. Congratulations on the new baby. Judging from your +email all is well with you. That's great. + +We did have another girl in December, (Evelyn Grace). Three is it for us. +What's your target? The other two are doing well. Soccer, T-ball, and bike +riding keeps them busy. They could use some of Cole's coordination. + +My fitness program is not as intense as yours right now. I am just on +maintenance. You will be surprised to hear that Hunter is a fanatical +cyclist. We have been riding to work twice a week for the last few months. +He never misses, rain or shine. Sometimes we even hit the trails in Memorial +Park on Saturdays. Mountain biking is not as hard as a 50 mile trip on the +road. I would like to dust off my road bike and go for a ride some Saturday. + +I would like to hear more about your new job. Maybe we could grab lunch +sometime. + +Phillip + +" +"allen-p/sent/207.","Message-ID: <21643980.1075855684266.JavaMail.evans@thyme> +Date: Tue, 30 May 2000 06:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com +Subject: Transport p&l +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/30/2000 +01:32 PM --------------------------- + + + + From: Colleen Sullivan 05/30/2000 09:18 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Transport p&l + +Phillip-- +I've noticed one thing on your intra-month transport p&l that looks strange +to me. Remember that I do not know the Northwest at all, so this may not be +an issue, but I'll point it out and let you decide. Let me know if this is +O.K. as is, so I'll know to ignore it in the future. Also, if you want me to +get with Kim and the Sitara people to change the mapping, let me know and +I'll take care of it.. + +On PG&E NW, it appears that PGEN Kingsgate is mapped to a Malin Citygate +curve instead of a Kingsgate curve, resulting in a total transport loss of +$235,019. +(If the mapping were changed, it should just reallocate p&l--not change your +overall p&l.) Maybe there is a reason for this mapping or maybe it affects +something else somewhere that I am not seeing, but anyway, here are the Deal +#'s, paths and p&l impacts of each. + 139195 From Kingsgate to Malin ($182,030) + 139196 From Kingsgate to PGEN/Tuscarora ($ 4,024) + 139197 From Kingsgate to PGEN Malin ($ 8,271) + 231321 From Kingsgate to Malin ($ 38,705) + 153771 From Kingsgate to Stanfield ($ 1,988) + Suggested fix: Change PGEN Kingsgate mapping from GDP-Malin Citygate to +GDP-Kingsgate. + + Clay Basin storage--this is really a FYI more than anything else--I see five +different tickets in Sitara for Clay Basin activity--one appears to be for +withdrawals and the other four are injections. Clay Basin is valued as a +Questar curve, which is substantially below NWPL points. What this means is +that any time you are injecting gas, these tickets will show transport +losses; each time you are withdrawing, you will show big gains on transport. +I'm not sure of the best way to handle this since we don't really have a +systematic Sitara way of handling storage deals. In an ideal world, it seems +that you would map it the way you have it today, but during injection times, +the transport cost would pass through as storage costs. Anyway, here's the +detail on the tickets just for your info, plus I noticed three days where it +appears we were both withdrawing and injecting from Clay Basin. There may be +an operational reason why this occurred that I'm not aware of, and the dollar +impact is very small, but I thought I'd bring it to your attention just in +case there's something you want to do about it. The columns below show the +volumes under each ticket and the p&L associated with each. + +Deal # 251327 159540 265229 +106300 201756 +P&L $29,503 ($15,960) ($3,199) +($2,769) ($273) +Rec: Ques/Clay Basin/0184 NWPL/Opal 543 NWPL/Opal Sumas NWPL/S of +Gr Rvr +Del: NWPL/S of Green River/Clay Ques/Clay Basin/0852 Ques/Clay +Basin/0852 Ques/Clay Basin Ques/Clay Basin +1 329 8,738 +2 1,500 +3 2,974 11,362 +4 6,741 12,349 1,439 +5 19,052 3,183 +9 333 +13 30,863 2,680 +14 30,451 +15 35,226 +16 6,979 235 +17 17,464 +18 9,294 +20 10,796 771 +21 17,930 +22 10,667 +23 14,415 9,076 +25 23,934 8,695 +26 3,284 +27 1,976 +28 1,751 +29 1,591 +30 20,242 + + +" +"allen-p/sent/208.","Message-ID: <6776555.1075855684287.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 07:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: balance on truck/loan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +If we add both balances together the total is $1,140. I can spread it over 6 +or 12 months. 6 month payout would be $190/month. +12 month payout would be $95/month. Your choice. I would like it if you +could work 5/hrs each Friday for another month or so. Does $10/hr sound +fair? We can apply it to the loan. + +Phillip" +"allen-p/sent/209.","Message-ID: <9828759.1075855684309.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 06:10:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +address: http://ectpdx-sunone.ect.enron.com/~ctatham/navsetup/index.htm + + +id: pallen +password: westgasx" +"allen-p/sent/21.","Message-ID: <4396399.1075855680220.JavaMail.evans@thyme> +Date: Wed, 15 Nov 2000 08:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: San Marcos Study +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The other files opened fine, but I can't open winmail.dat files. Can you +resend this one in a pdf format.? + +Thanks, + +Phillip" +"allen-p/sent/210.","Message-ID: <3494358.1075855684330.JavaMail.evans@thyme> +Date: Fri, 26 May 2000 00:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: Re: Todays update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Lucy Gonzalez"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + I am going to be in Seguin this Saturday through Monday. We can talk about +a unit for Wade then. I will call the bank again today to resolve +authorization on the account. Lets keep the office open until noon on +Memorial day. + +Philllip" +"allen-p/sent/211.","Message-ID: <9423922.1075855684351.JavaMail.evans@thyme> +Date: Wed, 24 May 2000 09:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Did you get set up on the checking account? Try and email me every day with +a note about what happened that day. + Just info about new vacancies or tenants and which apartments you and wade +worked on each day. + +Phillip" +"allen-p/sent/212.","Message-ID: <10953581.1075855684373.JavaMail.evans@thyme> +Date: Tue, 23 May 2000 07:32:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +This note is authorization to make the following changes: + +1. Set up a new book for Frank Ermis-NW Basis + +2. Route these products to NW Basis: + NWPL RkyMtn + Malin + PG&E Citygate + +3. Route EPNG Permian to Todd Richardson's book FT-New Texas + + +Call with questions. X37041 + +Thank you, + +Phillip Allen" +"allen-p/sent/213.","Message-ID: <17233818.1075855684395.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 04:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jane.tholt@enron.com, steven.south@enron.com, + tori.kuykendall@enron.com, frank.ermis@enron.com +Subject: Gas Transportation Market Intelligence +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jane M Tholt, Steven P South, Tori Kuykendall, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/22/2000 +11:43 AM --------------------------- + + +""CapacityCenter.com"" on 05/18/2000 02:55:43 PM +To: Industry_Participant@mailman.enron.com +cc: +Subject: Gas Transportation Market Intelligence + + + + + + [IMAGE] + + + Natural Gas Transporation Contract Information and Pipeline Notices + Delivered to Your Desktop + + http://www.capacitycenter.com + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] + [IMAGE] Register Now and Sign Up For A Free Trial + Through The End Of May Bid Week + + + Capacity Shopper: Learn about capacity release that is posted to bid. Pick up +some transport at a good price or explore what releases are out there....it +can affect gas prices! + Daily Activity Reports: Check out the deals that were done! What did your +competitors pick up, and how do their deals match up against yours? This +offers you better market intelligence! + System Notices: Have System Notices delivered to your desk. Don't be the last +one to learn about an OFO because you were busy doing something else! + + [IMAGE] + + Capacity Shopper And Daily Activity Reports + Have Improved Formats + + You choose the pipelines you want and we'll keep you posted via email on all +the details! + Check out this example of a Daily Activity Report. + + Coming Soon: + A Statistical Snapshot on Capacity Release + + + Don't miss this member-only opportunity to see a quick snapshot of the +activity on all 48 interstate gas pipelines. + + This message has been sent to a select group of Industry Professionals, if +you do not wish to receive future notices, please Reply to this e-mail with +""Remove"" in the subject line. + Copyright 2000 - CapacityCenter.com, Inc. - ALL RIGHTS RESERVED + +" +"allen-p/sent/214.","Message-ID: <6924600.1075855684416.JavaMail.evans@thyme> +Date: Fri, 19 May 2000 03:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 91 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I would consider owner financing depending on: + + Established developer/individual/general credit risk + + What are they going to do with the land + + Rate/Term/Downpayment 25% + + Let me know. + +Phillip + " +"allen-p/sent/215.","Message-ID: <14988118.1075855684438.JavaMail.evans@thyme> +Date: Fri, 19 May 2000 03:46:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Large Deal Alert +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/19/2000 +10:46 AM --------------------------- + + + + From: Jeffrey A Shankman 05/18/2000 06:27 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike +Grigsby/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + + +---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 05/18/2000 +08:23 PM --------------------------- + + +Bruce Sukaly@ENRON +05/18/2000 08:20 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jeffrey A +Shankman/HOU/ECT@ECT +cc: +Subject: Large Deal Alert + +To make a long story short. + +Williams is long 4000MW of tolling in SP15 (SoCal ) for 20 years (I know I +did the deal) +on Tuesday afternoon, Williams sold 1000 MW to Merrill Lynch for the +remaining life (now 18 years) + +Merrill is short fixed price gas at So Cal border up to 250,000MMBtu a day +and long SP15 power (1000 MW) a day. + +heat rate 10,500 SoCal Border plus $0.50. + +I'm not sure if MRL has just brokered this deal or is warehousing it. + +For what its worth........ + + +" +"allen-p/sent/216.","Message-ID: <12181733.1075855684459.JavaMail.evans@thyme> +Date: Thu, 11 May 2000 01:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: 5/08/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dawn, + +I received your email with p&l's. Please continue to send them daily. + +Thank you, +Phillip" +"allen-p/sent/217.","Message-ID: <22800670.1075855684480.JavaMail.evans@thyme> +Date: Mon, 1 May 2000 03:56:00 -0700 (PDT) +From: phillip.allen@enron.com +Subject: Re: DSL- Installs +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Circuit Provisioning@ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +No one will be home on 5/11/00 to meet DSL installers. Need to reschedule to +the following week. Also, my PC at home has Windows 95. Is this a problem? + +Call with questions. X37041. + +Thank you, + +Phillip Allen" +"allen-p/sent/218.","Message-ID: <19261871.1075855684502.JavaMail.evans@thyme> +Date: Fri, 28 Apr 2000 02:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kenneth.shulklapper@enron.com +Subject: Re: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/28/2000 +09:02 AM --------------------------- + + +Laird Dyer +04/27/2000 01:17 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Christopher F Calger/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT +Subject: Re: SW Gas + +Mike McDonald and I met with SW Gas this morning. They were polite regarding +asset management and procurement function outsourcing and are willing to +listen to a proposal. However, they are very interested in weather hedges to +protect throughput related earnings. We are pursuing a confidentiality +agreement with them to facilitate the sharing of information that will enable +us to develop proposals. Our pitch was based upon enhancing shareholder +value by outsourcing a non-profit and costly function (procurement) and by +reducing the volatility of their earnings by managing throughput via a +weather product. + +As to your other question. We have yet to identify or pursue other +candidates; however, Mike McDonald and I are developing a coverage strategy +to ensure that we meet with all potential entities and investigate our +opportunities. We met with 8 entities this week (7 Municipals and SWG) as we +implement our strategy in California. + +Are there any entities that you think would be interested in an asset +management deal that we should approach? Otherwise, we intend to +systematically identify and work through all the candidates. + +Laird +" +"allen-p/sent/219.","Message-ID: <1122130.1075855684524.JavaMail.evans@thyme> +Date: Thu, 27 Apr 2000 06:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: laird.dyer@enron.com +Subject: SW Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Laird Dyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Laird, + + Did you meet with SWG on April 27th. Are there any other asset management +targets in the west? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/27/2000 +01:53 PM --------------------------- + + +Jane M Tholt +04/12/2000 08:45 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: SW Gas + + +---------------------- Forwarded by Jane M Tholt/HOU/ECT on 04/12/2000 10:45 +AM --------------------------- + + +Laird Dyer +04/12/2000 08:17 AM +To: Jane M Tholt/HOU/ECT@ECT +cc: +Subject: SW Gas + +Janie, + +Thanks for the fax on SW Gas. + +We are meeting with Larry Black, Bob Armstrong & Ed Zub on April 27th to +discuss asset management. In preparation for that meeting we would like to +gain an understanding of the nature of our business relationship with SW. +Could you, in general terms, describe our sales activities with SW. What are +typical quantities and term on sales? Are there any services we provide? +How much pipeline capacity do we buy or sell to them? Who are your main +contacts at SW Gas? + +We will propose to provide a full requirements supply to SW involving our +control of their assets. For this to be attractive to SW, we will probably +have to take on their regulatory risk on gas purchase disallowance with the +commissions. This will be difficult as there is no clear mandate from their +commissions as to what an acceptable portfolio (fixed, indexed, collars....) +should look like. Offering them a guaranteed discount to the 1st of month +index may not be attractive unless we accept their regulatory risk. That +risk may not be acceptable to the desk. I will do some investigation of +their PGA's and see if there is an opportunity. + +As to the asset management: do you have any preference on structure? Are +there elements that you would like to see? Any ideas at all would be greatly +appreciated. + +Thanks, + +Laird + + +" +"allen-p/sent/22.","Message-ID: <3426904.1075855680242.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 09:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Phillip, How are you today I am very busy but I have to let you know that #37 +I.Knockum is pd up untill 11/17/00 because on 10/26/00 she pd 250.00 so i +counted and tat pays her up untill 10/26/ or did i count wrong? +Lucy says: +she pays 125.00 a week but she'sgoing on vacation so thjat is why she pd more +Lucy says: +I have all the deposit ready but she isn't due on this roll I just wanted to +tell you because you might think she didn't pay or something +Lucy says: +the amnt is:4678.00 I rented #23 aand #31 may be gone tonight I have been +putting in some overtime trying to rent something out i didnt leave last +night untill 7:00 and i have to wait for someone tonight that works late. +phillip says: +send me the rentroll when you can +phillip says: +Did I tell you that I am going to try and be there this Fri & Sat +Lucy says: +no you didn't tell me that you were going to be here but wade told me this +morning I sent you the roll did you get it? Did you need me here this weekend +because I have a sweet,sixteen I'm getting ready for and if you need me here +Sat,then I will get alot done before then. +phillip says: +We can talk on Friday +Lucy says: +okay see ya later bye. +Lucy says: +I sent you the roll did you get it ? +phillip says: +yes thank you + + The following message could not be delivered to all recipients: +yes thank you + + + +" +"allen-p/sent/220.","Message-ID: <2063628.1075855684546.JavaMail.evans@thyme> +Date: Thu, 27 Apr 2000 06:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: #30 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kay & Neal, + +Thanks for remembering my birthday. You beat my parents by one day. + +The family is doing fine. Grace is really smiling. She is a very happy baby +as long as she is being held. + +It sounds like your house is coming along fast. I think my folks are ready +to start building. + +We will probably visit in late June or July. May is busy. We are taking the +kids to Disney for their birthdays. + +Good luck on the house. + +Keith" +"allen-p/sent/221.","Message-ID: <21679898.1075855684567.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:40 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/sent/222.","Message-ID: <6481898.1075855684588.JavaMail.evans@thyme> +Date: Wed, 26 Apr 2000 01:38:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hector.campos@enron.com +Subject: Western Strategy Session Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hector Campos +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/26/2000 +08:36 AM --------------------------- + + +TIM HEIZENRADER +04/25/2000 11:43 AM +To: Jim Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Session Materials + +Today's charts are attached: +" +"allen-p/sent/223.","Message-ID: <23575828.1075855684609.JavaMail.evans@thyme> +Date: Tue, 25 Apr 2000 05:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: hargr@webtv.net +Subject: Re: #30 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: hargr@webtv.net (Neal Hargrove) @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +2000-1969=31" +"allen-p/sent/224.","Message-ID: <28211738.1075855684631.JavaMail.evans@thyme> +Date: Mon, 24 Apr 2000 00:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: Foundation leveling on #2 & #3 apts. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +I spoke to Gary about the foundation work on #2 & #3. He agreed that it +would be better to just clean up #3 and do whatever he and Wade can do to +#2. Then they can just focus on #19. I worked on the books this weekend but +I need more time to finish. I will call you in a day or so. + +Phillip" +"allen-p/sent/225.","Message-ID: <30563717.1075855684653.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.wile@enron.com +Subject: Re: DSL Install +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: David Wile +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is my DSL form. + +" +"allen-p/sent/226.","Message-ID: <33150741.1075855684675.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: suzanne.marshall@enron.com +Subject: Re: Payroll Reclasses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Suzanne Marshall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for your help. My assistant is Ina Rangel." +"allen-p/sent/227.","Message-ID: <26720833.1075855684696.JavaMail.evans@thyme> +Date: Mon, 10 Apr 2000 07:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.ermis@enron.com, steven.south@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis, Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2000 +02:09 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/sent/228.","Message-ID: <4526491.1075855684718.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Alliance netback worksheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/06/2000 +12:18 PM --------------------------- + + + + From: Julie A Gomez 04/01/2000 07:11 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Alliance netback worksheet + +Hello Men- + +I have attached my worksheet in case you want to review the data while I am +on holiday. + +Thanks, + +Julie :-) + + +" +"allen-p/sent/229.","Message-ID: <8841392.1075855684757.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 10:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: beth.perlman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Beth Perlman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Beth, + +Here are our addresses for DSL lines: + + +Hunter Shively +10545 Gawain +Houston, TX 77024 +713 461-4130 + +Phillip Allen +8855 Merlin Ct +Houston, TX 77055 +713 463-8626 + +Mike Grigsby +6201 Meadow Lake +Houston, TX 77057 +713 780-1022 + +Thanks + +Phillip" +"allen-p/sent/23.","Message-ID: <16575232.1075855680263.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: New Employee on 32 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + + Where can we put Barry T.? + +Phillip + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/14/2000 +02:32 PM --------------------------- + + +Barry Tycholiz +11/13/2000 08:06 AM +To: Ina Rangel/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT +Subject: New Employee on 32 + +I will be relocating to 32 effective Dec. 4. Can you have me set up with all +the required equipment including, PC ( 2 Flat screens), Telephone, and cell +phone. Talk to Phillip regarding where to set my seat up for right now. + +Thanks in advance. . + +Barry + +If there are any questions... Give me a call. ( 403-) 245-3340. + + +" +"allen-p/sent/230.","Message-ID: <18263647.1075855684778.JavaMail.evans@thyme> +Date: Thu, 30 Mar 2000 01:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: Inspection for Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Are we going to inspect tomorrow?" +"allen-p/sent/231.","Message-ID: <1182365.1075855684799.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 08:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: Re: your moms birthday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +mac, + +We will be there on the 9th and I will bring the paperwork. + +phillip" +"allen-p/sent/232.","Message-ID: <7793748.1075855684820.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac05@flash.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mac05@flash.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mac, + +I checked into executing my options with Smith Barney. Bad news. Enron has +an agreement with Paine Webber that is exclusive. Employees don't have the +choice of where to exercise. I still would like to get to the premier +service account, but I will have to transfer the money. + +Hopefully this will reach you. + +Phillip" +"allen-p/sent/233.","Message-ID: <26590882.1075855684842.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 06:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Inspection for Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Could we set up an inspection for this Friday at 2:00? + +Listing for Burnet is in the mail + +Phillip" +"allen-p/sent/234.","Message-ID: <1487041.1075855684863.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 23:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +tara, + +Please grant access to manage financial products to the following: + + Janie Tholt + Frank Ermis + Steve South + Tory Kuykendall + Matt Lenhart + Randy Gay + +We are making markets on one day gas daily swaps. Thank you. + +Phillip Allen" +"allen-p/sent/235.","Message-ID: <28216972.1075855684884.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 03:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: storm results & refrigerators +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + +Go ahead and work with Gary to get a new fridge for #8. + +I am going to try and come down this Saturday. + +Talk to you later. + +Phillip" +"allen-p/sent/236.","Message-ID: <17867996.1075855684905.JavaMail.evans@thyme> +Date: Fri, 24 Mar 2000 01:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Western Strategy Briefing Materials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/24/2000 +08:57 AM --------------------------- + + +Tim Heizenrader +03/23/2000 08:09 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Briefing Materials + +Slides from this week's strategy session are attached: +" +"allen-p/sent/237.","Message-ID: <28808236.1075855684926.JavaMail.evans@thyme> +Date: Thu, 23 Mar 2000 01:32:00 -0800 (PST) +From: phillip.allen@enron.com +To: mark.miles@enron.com +Subject: Re: MS 150 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Miles +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mark, + + Thank you for the offer, but I am not doing the ride this year. + Good luck. + +Phillip" +"allen-p/sent/238.","Message-ID: <23123874.1075855684948.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 05:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/22/2000 +01:46 PM --------------------------- + + + + From: Colleen Sullivan 03/22/2000 08:42 AM + + +To: Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT +cc: Bhavna Pandya/HOU/ECT@ECT +Subject: Meeting-THURSDAY, MARCH 23 - 11:15 AM + +Please plan on attending a meeting on Thursday, March 23 at 11:15 am in Room +3127. This meeting will be brief. I would like to take the time to +introduce Bhavna Pandya, and get some input from you on various projects she +will be assisting us with. Thank you. +" +"allen-p/sent/239.","Message-ID: <15530367.1075855684969.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 01:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephane.brodeur@enron.com +Subject: Re: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephane Brodeur +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Stephane, + + Can you create an e-mail list to distribute your reports everyday to the +west desk? +Or put them on a common drive? We can do the same with our reports. List +should include: + + Phillip Allen + Mike Grigsby + Keith Holst + Frank Ermis + Steve South + Janie Tholt + Tory Kuykendall + Matt Lenhart + Randy Gay + +Thanks. + +Phillip" +"allen-p/sent/24.","Message-ID: <11036454.1075855680285.JavaMail.evans@thyme> +Date: Mon, 13 Nov 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Just a note to check in. Are there any new developments? + +Phillip" +"allen-p/sent/240.","Message-ID: <32509083.1075855684990.JavaMail.evans@thyme> +Date: Wed, 22 Mar 2000 00:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://ectpdx-sunone/~ctatham/navsetup/index.htm + +id pallen +pw westgasx + +highly sensitive do not distribute" +"allen-p/sent/241.","Message-ID: <13345918.1075855685013.JavaMail.evans@thyme> +Date: Tue, 21 Mar 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/21/2000 +01:24 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/sent/242.","Message-ID: <27029896.1075855685034.JavaMail.evans@thyme> +Date: Mon, 20 Mar 2000 00:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary + +I was out of the office on friday. + +I will call you about wade later today + +Philip" +"allen-p/sent/243.","Message-ID: <31568170.1075855685056.JavaMail.evans@thyme> +Date: Thu, 16 Mar 2000 06:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.south@enron.com +Subject: Maps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven P South +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/16/2000 +02:07 PM --------------------------- + + +Stephane Brodeur +03/16/2000 07:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Maps + +As requested by John, here's the map and the forecast... +Call me if you have any questions (403) 974-6756. + +" +"allen-p/sent/244.","Message-ID: <3557279.1075855685078.JavaMail.evans@thyme> +Date: Wed, 15 Mar 2000 04:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +socal position + + + + +This is short, but is it good enough? +" +"allen-p/sent/245.","Message-ID: <26747414.1075855685099.JavaMail.evans@thyme> +Date: Wed, 15 Mar 2000 02:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: dwagman@ftenergy.com +Subject: Re: 220,000 MW of New Capacity Needed by 2012 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dwagman@FTENERGY.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +David, + +I have been receiving your updates. Either I forgot my password or do not +have one. Can you check? + +Phillip Allen +Enron +713-853-7041" +"allen-p/sent/246.","Message-ID: <15077297.1075855685120.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 04:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2000 +12:17 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/sent/247.","Message-ID: <1065059.1075855685142.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 03:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: apt. #2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +re: window unit check with gary about what kind he wants to install" +"allen-p/sent/248.","Message-ID: <15950647.1075855685164.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 09:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com, monique.sanchez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel, Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +05:33 PM --------------------------- + + + + From: William Kelly 03/13/2000 01:43 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT +cc: +Subject: + +We have room EB3014 from 3 - 4 pm on Wednesday. + +WK +" +"allen-p/sent/249.","Message-ID: <16168844.1075855685186.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:32:00 -0800 (PST) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2000 +01:30 PM --------------------------- + + + + From: Phillip K Allen 03/13/2000 11:31 AM + + +To: William Kelly/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Brent A +Price/HOU/ECT@ECT +cc: +Subject: Priority List + + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + + + +" +"allen-p/sent/25.","Message-ID: <798387.1075855680306.JavaMail.evans@thyme> +Date: Mon, 13 Nov 2000 05:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: faith.killen@enron.com +Subject: Re: West Gas 2001 Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Faith Killen +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Faith, + + Regarding the 2001 plan, the members of the west desk are as follows: + + + Name Title + + Trading + Phillip Allen VP + Mike Grigsby Director + Keith Holst Manager(possible Director) + Janie Tholt Director + Steve South Director + Frank Ermis Manager + Tori Kuykendall Manager + Matt Lenhart Analyst(possible associate) + Monique Sanchez Commercial Support Manager + Jay Reitmeyer Senior Specialist + Ina Rangel Assistant (split costs with middle market) + + Marketing + + Barry Tycholiz Director + Mark Whitt Director + Paul Lucci Manager (possible Director) + 2-3 TBD + +Do I need to give you the names of our operations group? + +Special Pays- I believe Mike Grigsby has a retention payment due this year. +Also we should budget for another $150,000 of special payments. + + +I know you have been working with Barry T. if his headcount is different on +the Marketing staff use his numbers. Let me know if there is anything else +you need. + +Phillip + + + + + + + + " +"allen-p/sent/251.","Message-ID: <9767984.1075855685229.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com, steve.jackson@enron.com, brent.price@enron.com +Subject: Priority List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly, Steve Jackson, Brent A Price +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Will, + + +Here is a list of the top items we need to work on to improve the position +and p&l reporting for the west desk. +My underlying goal is to create position managers and p&l reports that +represent all the risk held by the desk +and estimate p&l with great accuracy. + + +Let's try and schedule a meeting for this Wednesday to go over the items +above. + +Phillip + +" +"allen-p/sent/252.","Message-ID: <22235536.1075855685250.JavaMail.evans@thyme> +Date: Mon, 13 Mar 2000 02:22:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: re: apt. #2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Go ahead and level the floor in #2. " +"allen-p/sent/253.","Message-ID: <16961086.1075855685271.JavaMail.evans@thyme> +Date: Thu, 9 Mar 2000 06:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.wolfe@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Wolfe +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Please remove Bob Shiring and Liz Rivera from rc #768. + +Thank you + +Phillip Allen" +"allen-p/sent/254.","Message-ID: <20079522.1075855685293.JavaMail.evans@thyme> +Date: Thu, 9 Mar 2000 06:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: RE: a/c for #27 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Go ahead and order the ac for #27. +Can you email or fax a summary of all rents collected from August through +December. I need this to finish my tax return. +I have all the expense data but not rent collection. Fax number is +713-646-3239. + +Thank you, + +Phillip" +"allen-p/sent/255.","Message-ID: <19613503.1075855685314.JavaMail.evans@thyme> +Date: Tue, 7 Mar 2000 09:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Mission South +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Anymore details? Is the offer above or below 675? + +What else do you have in a clean 11cap in a good location with room to expand? +" +"allen-p/sent/256.","Message-ID: <5416661.1075855685335.JavaMail.evans@thyme> +Date: Mon, 6 Mar 2000 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +$100 for the yard seems like enough for up to 12.5 hours. How long did it +take him? I think $100 should be enough. + +Use Page Setup under the File menu to change from Portrait to Landscape if +you want to change from printing vertically +to printing horizontally. Also try selecting Fit to one page if you want +your print out to be on only one page. Use Print preview +to see what your print out will look like before you print. + +The truck might need new sparkplugs at around 120,000-125,000 miles. A valve +adjustment might do some good. It has idled very high +for the last 25,000 miles, but it has never broken down. + +Glad to hear about the good deposit for this week. Great job on February. + +Phillip" +"allen-p/sent/257.","Message-ID: <4652705.1075855685356.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim.brysch@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jim Brysch +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +The file is updated and renamed as Gas Basis Mar 00. " +"allen-p/sent/258.","Message-ID: <16196127.1075855685378.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 04:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Summaries +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +12:30 PM --------------------------- + + +Tim Heizenrader +03/03/2000 07:25 AM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Western Strategy Summaries + +Slides from yesterday's meeting are attached: +" +"allen-p/sent/259.","Message-ID: <14770250.1075855685399.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 02:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +It is ok to let the deposit rollover on #13 if there is no interruption in +rent." +"allen-p/sent/26.","Message-ID: <30281138.1075855680328.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 07:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +03:45 PM --------------------------- + + +Ina Rangel +11/03/2000 11:53 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + +Phillip, + +Here is your hotel itinerary for Monday night. + +-Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 11/03/2000 01:53 PM +--------------------------- + + +SHERRI SORRELS on 11/03/2000 01:52:21 PM +To: INA.RANGEL@ENRON.COM +cc: +Subject: ALLEN DURANGO HOTEL ------- 48 HR CANCEL + + + SALES AGT: JS/ZBATUD + + ALLEN/PHILLIP + + + ENRON + 1400 SMITH + HOUSTON TX 77002 + INA RANGEL X37257 + + + DATE: NOV 03 2000 ENRON + + + +HOTEL 06NOV DOUBLETREE DURANGO + 07NOV 501 CAMINO DEL RIO + DURANGO, CO 81301 + TELEPHONE: (970) 259-6580 + CONFIRMATION: 85110885 + REFERENCE: D1KRAC + RATE: RAC USD 89.00 PER NIGHT +GHT + ADDITIONAL CHARGES MAY APPLY + + + INVOICE TOTAL 0 + + + +THANK YOU +*********************************************** +**48 HR CANCELLATION REQUIRED** + THANK YOU FOR CALLING VITOL TRAVEL + + +__________________________________________________ +Do You Yahoo!? +From homework help to love advice, Yahoo! Experts has your answer. +http://experts.yahoo.com/ + + +" +"allen-p/sent/260.","Message-ID: <7919423.1075855685421.JavaMail.evans@thyme> +Date: Fri, 3 Mar 2000 00:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Just Released! Exclusive new animation from Stan Lee +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/03/2000 +08:36 AM --------------------------- + + +""the shockwave.com team"" on 03/03/2000 +12:29:38 AM +Please respond to shockwave.com@shockwave.m0.net +To: pallen@enron.com +cc: +Subject: Just Released! Exclusive new animation from Stan Lee + + + +Dear Phillip, + +7th Portal is a super hero action/adventure, featuring a global band +of teenage game testers who get pulled into a parallel universe +(through the 7th Portal) created through a warp in the Internet. The +fate of the earth and the universe is in their hands as they fight +Mongorr the Merciful -- the evil force in the universe. + +The legendary Stan Lee, creator of Spiderman and the Incredible Hulk, +brings us ""Let the Game Begin,"" episode #1 of 7th Portal -- a new +series exclusively on shockwave.com. + +- the shockwave.com team + +===================== Advertisement ===================== +Don't miss RollingStone.com! Watch Daily Music News. Download MP3s. +Read album reviews. Get the scoop on 1000s of artists, including +exclusive photos, bios, song clips & links. Win great prizes & MORE. +http://ads07.focalink.com/SmartBanner/page?16573.37-%n +===================== Advertisement ===================== + +~~~~~~~~~~~~~~~~~~~~~~~~ +Unsubscribe Instructions +~~~~~~~~~~~~~~~~~~~~~~~~ +Sure you want to unsubscribe and stop receiving E-mail from us? All +right... click here: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + + +#17094 + + +" +"allen-p/sent/261.","Message-ID: <24874302.1075855685442.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 05:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: imelda.frayre@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Imelda Frayre +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Imelda, + +Please switch my sitara access from central to west and email me with my +password. + +thank you, + +Phillip" +"allen-p/sent/262.","Message-ID: <7730610.1075855685463.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 05:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: Feb. Expense Report +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Try again. The attachment was not attached." +"allen-p/sent/263.","Message-ID: <5605828.1075855685484.JavaMail.evans@thyme> +Date: Mon, 28 Feb 2000 03:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: maryrichards7@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + I transferred $10,000 out of the checking account on Monday 2/28/00. I will +call you Monday or Tuesday to see what is new. + +Phillip" +"allen-p/sent/264.","Message-ID: <29864817.1075855685505.JavaMail.evans@thyme> +Date: Mon, 21 Feb 2000 23:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 91acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + Let's just close on March 1. + +Phillip" +"allen-p/sent/265.","Message-ID: <30795938.1075855685528.JavaMail.evans@thyme> +Date: Mon, 21 Feb 2000 00:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: PIRA's California/Southwest Gas Pipeline Study +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2000= +=20 +08:06 AM --------------------------- + =20 +=09 +=09 +=09From: Jennifer Fraser 02/19/2000 01:57 PM +=09 + +To: Stephanie Miller/Corp/Enron@ENRON, Julie A Gomez/HOU/ECT@ECT, Phillip K= +=20 +Allen/HOU/ECT@ECT +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + +Did any of you order this +JEn + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 02/19/2000= +=20 +03:56 PM --------------------------- + + +""Jeff Steele"" on 02/14/2000 01:51:00 PM +To: ""PIRA Energy Retainer Client"" +cc: =20 +Subject: PIRA's California/Southwest Gas Pipeline Study + + + + + +? + +PIRA focuses on the California/Southwest Region in its study of Natural Ga= +s=20 +Pipeline Infrastructure + +PIRA Energy Group announces the continuation of its new multi-client study= +,=20 +The Price of Reliability: The Value and Strategy of Gas Transportation. + +The Price of Reliability, delivered in 6 parts (with each part representin= +g=20 +a discrete North American region), offers insights into the changes and=20 +developments in the North American natural gas pipeline infrastructure. Th= +e=20 +updated prospectus, which is attached in PDF and Word files, outlines PIRA= +'s=20 +approach and methodology, study deliverables and?release dates. + +This note is to inform you that PIRA has commenced its study of the third= +=20 +region: California & the Southwest. As in all regions, this study begins= +=20 +with a fundamental view of gas flows in the U.S. and Canada. Pipelines in= +=20 +this region (covering CA, NV, AZ, NM) will be discussed in greater detail= +=20 +within the North American context. Then we turn to the value of =20 +transportation at the following three major pricing points with an assessme= +nt=20 +of the primary market (firm), secondary market (basis) and asset market: + +??????1) Southern California border (Topock) +??????2) San Juan Basin +??????3) Permian Basin (Waha)? + +The California/SW region=01,s workshop =01* a key element of the service = +=01* will=20 +take place on March 20, 2000,at 8:30 AM, at the Arizona Biltmore Hotel in = +=20 +Phoenix.?For those of you joining us, a?discounted block of rooms is bei= +ng=20 +held through February 25. + +The attached prospectus explains the various options for subscribing.?Plea= +se=20 +note two key issues in regards to your subscribing options:?One, there is = +a=20 +10% savings for PIRA retainer clients who order before February 25, 2000;= +=20 +and?two, there are discounts for purchasing?more than one region. + +If you have any questions, please do not hesitate to contact me. + +Sincerely, + +Jeff Steele +Manager, Business Development +PIRA Energy Group +(212) 686-6808 +jsteele@pira.com =20 + + - PROSPECTUS.PDF + - PROSPECTUS.doc + + +" +"allen-p/sent/266.","Message-ID: <10224747.1075855685581.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 05:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: Re: Desk to Desk access Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +tara, + + I received your email about setting up Paul Lucci and Niccole Cortez with +executable id's. The rights you set up are fine. + Thank you for your help. + +Phillip" +"allen-p/sent/267.","Message-ID: <15091868.1075855685603.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 05:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: February expenses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +mary, + +Are you sure you did the attachment right. There was no file attached to +your message. Please try again. + +Phillip" +"allen-p/sent/268.","Message-ID: <11080146.1075855685624.JavaMail.evans@thyme> +Date: Tue, 15 Feb 2000 05:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary, + + I got your email. Go ahead and get a carpet shampooer. Make sure it comes +back clean after each use. (Wade and the tenants.) + + As far as W-2. I looked up the rules for withholding and social security. +I will call you later today to discuss. + +Phillip" +"allen-p/sent/269.","Message-ID: <30472841.1075855685647.JavaMail.evans@thyme> +Date: Tue, 15 Feb 2000 04:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: hunter.shively@enron.com +Subject: Storage of Cycles at the Body Shop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Should I appeal to Skilling. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/15/2000 +12:52 PM --------------------------- + + +Lee Wright@ENRON +02/15/2000 10:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Amelia Alder/OTS/Enron@ENRON +Subject: Storage of Cycles at the Body Shop + +Phillip - +I applaud you for using your cycle as daily transportation. Saves on gas, +pollution and helps keep you strong and healthy. Enron provides bike racks +in the front of the building for requests such as this. Phillip, I wish we +could accommodate this request; however, The Body Shop does not have the +capacity nor can assume the responsibility for storing cycles on a daily +basis. If you bring a very good lock you should be able to secure the bike +at the designated outside racks. + +Keep Pedalling - Lee +" +"allen-p/sent/27.","Message-ID: <15025912.1075855680352.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 05:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: New Generation as of Oct 24th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/03/2000 +01:40 PM --------------------------- + +Kristian J Lande + +11/03/2000 08:36 AM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Chris H Foster/HOU/ECT@ECT, Kim Ward/HOU/ECT@ECT, Paul Choi/SF/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT +Subject: New Generation as of Oct 24th + + + +As noted in my last e-mail, the Ray Nixon expansion project in Colorado had +the incorrect start date. My last report showed an online date of May 2001; +the actual anticipated online date is May 2003. + +The following list ranks the quality and quantity of information that I have +access to in the WSCC: + + 1) CA - siting office, plant contacts + 2) PNW - siting offices, plant contacts + 3) DSW - plant contacts, 1 siting office for Maricopa County Arizona. + 4) Colorado - Integrated Resource Plan + +If anyone has additional information regarding new generation in the Desert +Southwest or Colorado, such as plant phone numbers or contacts, I would +greatly appreciate receiving this contact information. +" +"allen-p/sent/270.","Message-ID: <15753026.1075855685668.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Western Strategy Briefing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +03:38 PM --------------------------- + + +Tim Heizenrader +02/10/2000 12:55 PM +To: James B Fallon/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT +Subject: Western Strategy Briefing + +Slides for today's meeting are attached: +" +"allen-p/sent/271.","Message-ID: <16640150.1075855685690.JavaMail.evans@thyme> +Date: Fri, 11 Feb 2000 04:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/11/2000 +12:31 PM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/sent/272.","Message-ID: <28373295.1075855685711.JavaMail.evans@thyme> +Date: Wed, 9 Feb 2000 02:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: RE: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2000 +10:27 AM --------------------------- + + +""George Rahal"" on 02/07/2000 03:13:58 PM +To: +cc: +Subject: RE: W basis quotes + + +I'll get back to them on this. I know we have sent financials to Clinton +Energy...I'll check to see if this is enough. In the meantime, is it +possible to show me indications on the quotes I asked for? Please advise. +George + +George Rahal +Manager, Gas Trading +ACN Power, Inc. +7926 Jones Branch Drive, Suite 630 +McLean, VA 22102-3303 +Phone (703)893-4330 ext. 1023 +Fax (703)893-4390 +Cell (443)255-7699 + +> -----Original Message----- +> From: Phillip_K_Allen@enron.com [mailto:Phillip_K_Allen@enron.com] +> Sent: Monday, February 07, 2000 5:54 PM +> To: george.rahal@acnpower.com +> Subject: Re: W basis quotes +> +> +> +> George, +> +> Can you please call my credit desk at 713-853-1803. They have not +> received any financials for ACN Power. +> +> Thanks, +> +> Phillip Allen +> +> + +" +"allen-p/sent/273.","Message-ID: <27948215.1075855685733.JavaMail.evans@thyme> +Date: Wed, 9 Feb 2000 02:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: APEA - $228,204 hit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please get with randy to resolve." +"allen-p/sent/274.","Message-ID: <30711900.1075855685754.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 08:53:00 -0800 (PST) +From: phillip.allen@enron.com +To: george.rahal@acnpower.com +Subject: Re: W basis quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""George Rahal"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Can you please call my credit desk at 713-853-1803. They have not received +any financials for ACN Power. + +Thanks, + +Phillip Allen" +"allen-p/sent/275.","Message-ID: <7088952.1075855685785.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: kimberly.olinger@enron.com +Subject: Re: January El paso invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kimberly S Olinger +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kim, + + Doublecheck with Julie G. , but I think it ok to pay Jan. demand charges. +" +"allen-p/sent/276.","Message-ID: <25786396.1075855685806.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: robert.superty@enron.com +Subject: Re: Kim Olinger - Transport Rate Team +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Superty +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Steven Wolf is the person to talk to about moving Kim Olinger to a +different RC code." +"allen-p/sent/277.","Message-ID: <2914061.1075855685827.JavaMail.evans@thyme> +Date: Mon, 7 Feb 2000 07:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: APEA - $228,204 hit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +is this still an issue?" +"allen-p/sent/278.","Message-ID: <20720617.1075855685848.JavaMail.evans@thyme> +Date: Fri, 4 Feb 2000 09:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/04/2000 +05:08 PM --------------------------- + + +""mary richards"" on 01/31/2000 02:39:43 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + +I revised the supp-vendor sheet and have transferred the totals to the +summary sheet. Please review and let me know if this is what you had in +mind. Also, are we getting W-2 forms or what on our taxes. +______________________________________________________ +Get Your Private, Free Email at http://www.hotmail.com + + - Jan00Expense.xls +" +"allen-p/sent/279.","Message-ID: <23522926.1075855685870.JavaMail.evans@thyme> +Date: Fri, 4 Feb 2000 08:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim.brysch@enron.com +Subject: Re: Curve Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jim Brysch +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + + Updated curves will be sent no later than 11 am on Monday 2/7. I want Keith +to be involved in the process. He was out today. + + Sorry for the slow turnaround. + +Phillip" +"allen-p/sent/28.","Message-ID: <9863363.1075855680373.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 08:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +04:12 PM --------------------------- + + +""phillip allen"" on 11/02/2000 12:58:03 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com. + + - rentroll_1027.xls + - rentroll_1103.xls +" +"allen-p/sent/280.","Message-ID: <11500429.1075855685891.JavaMail.evans@thyme> +Date: Wed, 2 Feb 2000 05:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: Re: Website Access approval requested +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tara, + + This note is documentation of my approval of granting executing id's to the +west cash traders. + Thank you for your help. + +Phillip" +"allen-p/sent/281.","Message-ID: <14197466.1075855685912.JavaMail.evans@thyme> +Date: Tue, 1 Feb 2000 08:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +here is the file I showed you. + +" +"allen-p/sent/282.","Message-ID: <11261240.1075855685933.JavaMail.evans@thyme> +Date: Mon, 31 Jan 2000 06:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: candace.womack@enron.com +Subject: Re: Vishal Apte +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Candace Womack +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +vishal resigned today" +"allen-p/sent/283.","Message-ID: <20669015.1075855685955.JavaMail.evans@thyme> +Date: Mon, 31 Jan 2000 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: julie.gomez@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie A Gomez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Julie, + + The numbers for January are below: + + Actual flows X gas daily spreads $ 463,000 + Actual flow X Index spreads $ 543,000 + Jan. value from original bid $1,750,000 + Estimated cost to unwind hedges ($1,000,000) + + Based on these numbers, I suggest we offer to pay at least $500,000 but no +more than $1,500,000. I want your input on + how to negotiate with El Paso. Do we push actual value, seasonal shape, or +unwind costs? + +Phillip + " +"allen-p/sent/284.","Message-ID: <28656778.1075855685976.JavaMail.evans@thyme> +Date: Thu, 27 Jan 2000 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: fletcher.sturm@enron.com, hunter.shively@enron.com +Subject: dopewars +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Fletcher J Sturm, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/27/2000 +04:44 PM --------------------------- + + +Matthew Lenhart +01/24/2000 06:22 AM +To: Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT +cc: +Subject: dopewars + + +---------------------- Forwarded by Matthew Lenhart/HOU/ECT on 01/24/2000 +08:21 AM --------------------------- + + +""mlenhart"" on 01/23/2000 06:34:13 PM +Please respond to mlenhart@mail.ev1.net +To: Matthew Lenhart/HOU/ECT@ECT, mmitchm@msn.com +cc: + +Subject: dopewars + + + + + + - DOPEWARS.exe + + +" +"allen-p/sent/285.","Message-ID: <27712402.1075855686000.JavaMail.evans@thyme> +Date: Tue, 18 Jan 2000 10:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: Choosing a style +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2000 +06:03 PM --------------------------- + + +enorman@living.com on 01/18/2000 02:44:50 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: ben@living.com, enorman@living.com, stephanie@living.com +Subject: RE: Choosing a style + + + +Re. Your living.com inquiry + +Thank you for your inquiry. Please create an account, so we can +assist you more effectively in the future. Go to: +http://www.living.com/util/login.jhtml + +I have selected a few pieces that might work for you. To view, simply click +on the following URLs. I hope these are helpful! + +Area Rugs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-ISPE-NJ600%282X3 +%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CCON-300-7039%28 +2X3%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-MERI-LANDNEEDLE% +284X6%29 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PAND-5921092%289 +.5X13.5%29 + +Sofas: +http://www.living.com/shopping/item/item.jhtml?productId=LC-SFUP-3923A + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-583-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-359-SLP + +http://www.living.com/shopping/item/item.jhtml?productId=LC-JJHY-200-104S + +Chairs: +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-566INC + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-711RCL + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CLLE-686 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SWOO-461-37 + +Occasional Tables: +http://www.living.com/shopping/item/item.jhtml?productId=LC-MAGP-31921 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-PULA-623102 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-01CEN906-E + +http://www.living.com/shopping/item/item.jhtml?productId=LC-CASR-02CEN001 + +Dining Set: +http://www.living.com/shopping/item/item.jhtml?productId=LC-VILA-COMP-001 + +http://www.living.com/shopping/item/item.jhtml?productId=LC-SITC-FH402C-HHR + +http://www.living.com/shopping/item/item.jhtml?productId=LC-COCH-24-854 + +Best Regards, + +Erika +designadvice@living.com + +P.S. Check out our January Clearance +http://living.com/sales/january_clearance.jhtml +and our Valentine's Day Gifts +http://living.com/shopping/list/list.jhtml?type=2011&sale=valentines +-----Original Message----- +From: pallen@enron.com [mailto:pallen@enron.com] +Sent: Monday, January 17, 2000 5:20 PM +To: designadvice@living.com +Subject: Choosing a style + + +I am planning to build a house in the Texas hillcountry. The exterior will +be a farmhouse style with porches on front and back. I am considering the +following features: stained and scored concrete floors, an open +living/dining/kitchen concept, lots of windows, a home office, 4 bedrooms +all upstairs. I want a very relaxed and comfortable style, but not exactly +country. Can you help? + + +========================================== +Additional user info: +ID = 3052970 +email = pallen@enron.com +FirstName = phillip +LastName = allen +" +"allen-p/sent/286.","Message-ID: <26826309.1075855686022.JavaMail.evans@thyme> +Date: Tue, 18 Jan 2000 10:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: william.kelly@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: William Kelly +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Will, + +I didn't get to review this. I will give you feedback tomorrow morning + +Phillip" +"allen-p/sent/287.","Message-ID: <32429584.1075855686044.JavaMail.evans@thyme> +Date: Mon, 17 Jan 2000 00:47:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.sweitzer@enron.com +Subject: +Cc: brenda.flores-cuellar@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: brenda.flores-cuellar@enron.com +X-From: Phillip K Allen +X-To: Tara Sweitzer +X-cc: Brenda Flores-Cuellar +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tara, + +Please make the following changes: + + FT-West -change master user from Phillip Allen to Keith Holst + + IM-West-Change master user from Bob Shiring to Phillip Allen + + Mock both existing profiles. + + +Please make these changes on 1/17/00 at noon. + +Thank you + +Phillip" +"allen-p/sent/288.","Message-ID: <19386656.1075855686065.JavaMail.evans@thyme> +Date: Thu, 13 Jan 2000 03:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: slewis2@enron.com +Subject: Re: ENROLLMENT CONFIRMATION/Impact/ECT +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Susan Lewis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan, + + I received an enrollment confirmation for a class that I did not sign up +for. Is there some mistake? + +Phillip Allen" +"allen-p/sent/289.","Message-ID: <17997025.1075855686087.JavaMail.evans@thyme> +Date: Thu, 13 Jan 2000 02:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: eol +Cc: dale.neuner@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dale.neuner@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Dale Neuner +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda: + +Please authorize the following products for approval. customers are +expecting to see them on 1/14. + + PG&E Citygate-Daily Physical, BOM Physical, Monthly Index Physical + Malin-Daily Physical, BOM Physical, Monthly Index Physical + Keystone-Monthly Index Physical + Socal Border-Daily Physical, BOM Physical, Monthly Index Physical + PG&E Topock-Daily Physical, BOM Physical, Monthly Index Physical + + +Please approve and forward to Dale Neuner + +Thank you +Phillip" +"allen-p/sent/29.","Message-ID: <14657129.1075855680394.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Your attachment is not opening on my computer. Can you put the info in +Word instead? + +Thanks, + +Phillip +" +"allen-p/sent/290.","Message-ID: <16357146.1075855686108.JavaMail.evans@thyme> +Date: Wed, 12 Jan 2000 09:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Call me. I can't get out." +"allen-p/sent/291.","Message-ID: <3093674.1075855686129.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 02:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: tim.belden@enron.com, kevin.mcgowan@enron.com, robert.badeer@enron.com, + jeff.richter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden, Kevin McGowan, Robert Badeer, Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +forecast for socal demand/rec/storage. Looks like they will need more gas at +ehrenberg.(the swing receipt point) than 98 or 99. +" +"allen-p/sent/293.","Message-ID: <25172511.1075855686174.JavaMail.evans@thyme> +Date: Mon, 10 Jan 2000 01:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: brenda.flores-cuellar@enron.com +Subject: +Cc: tara.sweitzer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tara.sweitzer@enron.com +X-From: Phillip K Allen +X-To: Brenda Flores-Cuellar +X-cc: Tara Sweitzer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff/Brenda, + +Please authorize and forward to Tara Sweitzer. + +Please set up the following with the ability to setup and manage products in +stack manager: + + Steve South + Tory Kuykendall + Janie Tholt + Frank Ermis + Matt Lenhart + + Note: The type of product these traders will be managing is less than +1 month physical in the west. + + +Also please grant access & passwords to enable the above traders to execute +book to book trades on EOL. If possible restrict their +execution authority to products in the first 3 months. + +Thank you + +Phillip Allen" +"allen-p/sent/294.","Message-ID: <20127048.1075855686196.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 23:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mary + +Received an email from you on 1/7, but there was no message. Please try +again. + +Phillip" +"allen-p/sent/295.","Message-ID: <13074779.1075855686217.JavaMail.evans@thyme> +Date: Thu, 6 Jan 2000 07:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: maryrichards7@hotmail.com +Subject: Re: receipts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""mary richards"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +received the file. It worked. Good job." +"allen-p/sent/296.","Message-ID: <33403412.1075855686238.JavaMail.evans@thyme> +Date: Wed, 5 Jan 2000 05:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti99@hotmail.com +Subject: Re: Are you trying to be funny? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""patrick smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +What did mary write? Stage misses you? I sent 2 emails. + +Maybe mary is stalking gary " +"allen-p/sent/297.","Message-ID: <11950518.1075855686260.JavaMail.evans@thyme> +Date: Sat, 11 Dec 1999 06:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Stick it in your Shockmachine! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/11/99 02:39 +PM --------------------------- + + +""the shockwave.com team"" on 11/05/99 +02:49:43 AM +Please respond to shockwave.com@shockwave.m0.net +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Stick it in your Shockmachine! + + + +First one's free. So are the next thousand. + +You know it's true: Video games are addictive. Sure, we could +trap you with a free game of Centipede, then kick up the price +after you're hooked. But that's not how shockwave.com operates. +Shockmachine -- the greatest thing since needle exchange -- is +now free; so are the classic arcade games. Who needs quarters? +Get Arcade Classics from shockwave.com, stick 'em in your +Shockmachine and then play them offline anytime you want. +http://shockwave1.m0.net/m/s.asp?H430297053X351629 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Lick the Frog. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +You're not getting a date this Friday night. But you don't care. +You've got a date with Frogger. This frog won't turn into a handsome +prince(ss), but it's sure to bring back great memories of hopping +through the arcade -- and this time, you can save your quarters for +laundry. Which might increase your potential for a date on Saturday. +http://shockwave1.m0.net/m/s.asp?H430297053X351630 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Business Meeting or Missile Command? You Decide. +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Take it offline! No, it's not a horrible meeting with your boss - +it's Missile Command. Shockmachine has a beautiful feature: you can +play without being hooked to the Internet. Grab the game from +shockwave.com, save it to your hard drive, and play offline! The +missiles are falling. Are you ready to save the world? +http://shockwave1.m0.net/m/s.asp?H430297053X351631 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +""I Want to Take You Higher!"" +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Wanna get high? Here's your chance to do it at home - Shockmachine +lets you play your favorite arcade games straight from your computer. +It's a chance to crack your old high score. Get higher on Centipede - +get these bugs off me! +http://shockwave1.m0.net/m/s.asp?H430297053X351632 + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Souls for Sale +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +The '80s may not have left many good memories, but at least we still +have our Atari machines. What? You sold yours for a set of golf +clubs? Get your soul back, man! Super Breakout is alive and well and +waiting for you on Shockmachine. Now if you can just find that record +player and a Loverboy album... +http://shockwave1.m0.net/m/s.asp?H430297053X351633 + +Playing Arcade Classics on your Shockmachine -- the easiest way to +remember the days when you didn't have to work. If you haven't +already, get your free machine now. +http://shockwave1.m0.net/m/s.asp?H430297053X351640 + + +the shockwave.com team +http://shockwave1.m0.net/m/s.asp?H430297053X351634 + + +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +REMOVAL FROM MAILING LIST INSTRUCTIONS +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +We changed our unsubscribe instructions to a more reliable method and +apologize if previous unsubscribe attempts did not take effect. While +we do wish to continue telling you about new shockwave.com stuff, if +you do want to unsubscribe, please click on the following link: +http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com + + + + + +#9001 + - att1.htm +" +"allen-p/sent/298.","Message-ID: <29091629.1075855686282.JavaMail.evans@thyme> +Date: Fri, 10 Dec 1999 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: naomi.johnston@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Naomi Johnston +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Naomi, + +The two analysts that I have had contact with are Matt Lenhart and Vishal +Apte. +Matt will be represented by Jeff Shankman. +Vishal joined our group in October. He was in the Power Trading Group for +the first 9 months. +I spoke to Jim Fallon and we agreed that he should be in the excellent +category. I just don't want Vishal +to go unrepresented since he changed groups mid year. + +Call me with questions.(x37041) + +Phillip Allen +West Gas Trading" +"allen-p/sent/299.","Message-ID: <23940691.1075855713077.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 06:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is our forecast +" +"allen-p/sent/3.","Message-ID: <19790540.1075855679828.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: christi.nicolay@enron.com +Subject: Talking points about California Gas market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christi L Nicolay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Christy, + + I read these points and they definitely need some touch up. I don't +understand why we need to give our commentary on why prices are so high in +California. This subject has already gotten so much press. + +Phillip + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/12/2000 +12:01 PM --------------------------- +From: Leslie Lawner@ENRON on 12/12/2000 11:56 AM CST +To: Christi L Nicolay/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT, Ruth Concannon/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron +cc: +Subject: Talking points about California Gas market + +Here is my stab at the talking points to be sent in to FERC along with the +gas pricing info they requested for the California markets. Let me or +Christi know if you have any disagreements, additions, whatever. I am +supposed to be out of here at 2:15 today, so if you have stuff to add after +that, get it to Christi. Thanks. + + +" +"allen-p/sent/30.","Message-ID: <19290571.1075855680416.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 02:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: colin.tonks@enron.com +Subject: Resumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colin Tonks +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/02/2000 +10:36 AM --------------------------- + + +""George Richards"" on 11/02/2000 07:17:16 AM +Please respond to +To: ""Phillip Allen"" +cc: +Subject: Resumes + + +Please excuse the delay in getting these resumes to you. Larry did not have +his prepared and then I forgot to send them. I'll try to get a status +report to you latter today. + + + - winmail.dat +" +"allen-p/sent/300.","Message-ID: <20015468.1075855713319.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 01:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: outlook.team@enron.com +Subject: Re: 2- SURVEY/INFORMATION EMAIL 5-14- 01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Outlook Migration Team +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Outlook Migration Team@ENRON +05/11/2001 01:49 PM +To: Cheryl Wilchynski/HR/Corp/Enron@ENRON, Cindy R Ward/NA/Enron@ENRON, Jo +Ann Hill/Corp/Enron@ENRON, Sonja Galloway/Corp/Enron@Enron, Bilal +Bajwa/NA/Enron@Enron, Binh Pham/HOU/ECT@ECT, Bradley Jones/ENRON@enronXgate, +Bruce Mills/Corp/Enron@ENRON, Chance Rabon/ENRON@enronXgate, Chuck +Ames/NA/Enron@Enron, David Baumbach/HOU/ECT@ECT, Jad Doan/ENRON@enronXgate, +O'Neal D Winfree/HOU/ECT@ECT, Phillip M Love/HOU/ECT@ECT, Sladana-Anna +Kulic/ENRON@enronXgate, Victor Guggenheim/HOU/ECT@ECT, Alejandra +Chavez/NA/Enron@ENRON, Anne Bike/Enron@EnronXGate, Carole +Frank/NA/Enron@ENRON, Darron C Giron/HOU/ECT@ECT, Elizabeth L +Hernandez/HOU/ECT@ECT, Elizabeth Shim/Corp/Enron@ENRON, Jeff +Royed/Corp/Enron@ENRON, Kam Keiser/HOU/ECT@ECT, Kimat Singla/HOU/ECT@ECT, +Kristen Clause/ENRON@enronXgate, Kulvinder Fowler/NA/Enron@ENRON, Kyle R +Lilly/HOU/ECT@ECT, Luchas Johnson/NA/Enron@Enron, Maria Garza/HOU/ECT@ECT, +Patrick Ryder/NA/Enron@Enron, Ryan O'Rourke/ENRON@enronXgate, Yuan +Tian/NA/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Jay +Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Matthew Lenhart/HOU/ECT@ECT, +Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, +Ina Norman/HOU/ECT@ECT, Jackie Travis/HOU/ECT@ECT, Michael J +Gasper/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Albert Stromquist/Corp/Enron@ENRON, Rajesh +Chettiar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Derek Anderson/HOU/ECT@ECT, +Brad Horn/HOU/ECT@ECT, Camille Gerard/Corp/Enron@ENRON, Cathy +Lira/NA/Enron@ENRON, Daniel Castagnola/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Eva Tow/Corp/Enron@ENRON, Lam Nguyen/NA/Enron@Enron, Andy +Pace/NA/Enron@Enron, Anna Santucci/NA/Enron@Enron, Claudia +Guerra/NA/Enron@ENRON, Clayton Vernon/Corp/Enron@ENRON, David +Ryan/Corp/Enron@ENRON, Eric Smith/Contractor/Enron Communications@Enron +Communications, Grace Kim/NA/Enron@Enron, Jason Kaniss/ENRON@enronXgate, +Kevin Cline/Corp/Enron@Enron, Rika Imai/NA/Enron@Enron, Todd +DeCook/Corp/Enron@Enron, Beth Jensen/NPNG/Enron@ENRON, Billi +Harrill/NPNG/Enron@ENRON, Martha Sumner-Kenney/NPNG/Enron@ENRON, Phyllis +Miller/NPNG/Enron@ENRON, Sandy Olofson/NPNG/Enron@ENRON, Theresa +Byrne/NPNG/Enron@ENRON, Danny McCarty/ET&S/Enron@Enron, Denis +Tu/FGT/Enron@ENRON, John A Ayres/FGT/Enron@ENRON, John +Millar/FGT/Enron@Enron, Julie Armstrong/Corp/Enron@ENRON, Maggie +Schroeder/FGT/Enron@ENRON, Max Brown/OTS/Enron@ENRON, Randy +Cantrell/GCO/Enron@ENRON, Tracy Scott/Corp/Enron@ENRON, Charles T +Muzzy/HOU/ECT@ECT, Cora Pendergrass/Corp/Enron@ENRON, Darren +Espey/Corp/Enron@ENRON, Jessica White/NA/Enron@Enron, Kevin +Brady/NA/Enron@Enron, Kirk Lenart/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, +Margie Straight/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Souad +Mahmassani/Corp/Enron@ENRON, Tammy Gilmore/NA/Enron@ENRON, Teresa +McOmber/NA/Enron@ENRON, Wes Dempsey/NA/Enron@Enron, Barry +Feldman/NYC/MGUSA@MGUSA, Catherine Huynh/NA/Enron@Enron +cc: +Subject: 2- SURVEY/INFORMATION EMAIL 5-14- 01 + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. Double Click on document to put it in ""Edit"" mode. When you finish, +simply click on the 'Reply With History' button then hit 'Send' Your survey +will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 37041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? Yes, Ina Rangel + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: 7 To: 5 + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + +" +"allen-p/sent/301.","Message-ID: <16805526.1075855713341.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Let me know when you get the quotes from Pauline. I am expecting to pay +something in the $3,000 to $5,000 range. I would like to see the quotes and +a description of the work to be done. It is my understanding that some rock +will be removed and replaced with siding. If they are getting quotes to put +up new rock then we will need to clarify. + +Jacques is ready to drop in a dollar amount on the release. If the +negotiations stall, it seems like I need to go ahead and cut off the +utilities. Hopefully things will go smoothly. + +Phillip" +"allen-p/sent/302.","Message-ID: <22831448.1075855713362.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 00:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Jacques Craig will draw up a release. What is the status on the quote from +Wade? + +Phillip" +"allen-p/sent/303.","Message-ID: <33228086.1075855713383.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 05:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +The west desk would like 2 analysts." +"allen-p/sent/304.","Message-ID: <18044592.1075855713404.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 06:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stanley.horton@enron.com, dmccarty@enron.com +Subject: California Summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stanley.horton@enron.com, dmccarty@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +11:22 AM --------------------------- + + + + From: Jay Reitmeyer 05/03/2001 11:03 AM + + +To: stanley.horton@enron.com, dmccarty@enron.com +cc: +Subject: California Summary + +Attached is the final version of the California Summary report with maps, +graphs, and historical data. + + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +bcc: +Subject: Additional California Load Information + + + +Additional charts attempting to explain increase in demand by hydro, load +growth, and temperature. Many assumptions had to be made. The data is not +as solid as numbers in first set of graphs. + + +" +"allen-p/sent/305.","Message-ID: <10504357.1075855713427.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 02:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com, jay.reitmeyer@enron.com, matt.smith@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart, Jay Reitmeyer, Matt Smith +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Can you guys coordinate to make sure someone listens to this conference call +each week. Tara from the fundamental group was recording these calls when +they happened every day. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +07:26 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/sent/306.","Message-ID: <16876923.1075855713450.JavaMail.evans@thyme> +Date: Sun, 6 May 2001 23:54:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California Update 5/4/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/07/2001 +06:54 AM --------------------------- +From: Kristin Walsh/ENRON@enronXgate on 05/04/2001 04:32 PM CDT +To: John J Lavorato/ENRON@enronXgate, Louise Kitchen/HOU/ECT@ECT +cc: Phillip K Allen/HOU/ECT@ECT, Tim Belden/ENRON@enronXgate, Jeff +Dasovich/NA/Enron@Enron, Chris Gaskill/ENRON@enronXgate, Mike +Grigsby/HOU/ECT@ECT, Tim Heizenrader/ENRON@enronXgate, Vince J +Kaminski/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Rob +Milnthorp/CAL/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Claudio +Ribeiro/ENRON@enronXgate, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Mark Tawney/ENRON@enronXgate, Scott +Tholan/ENRON@enronXgate, Britt Whitman/ENRON@enronXgate, Lloyd +Will/HOU/ECT@ECT +Subject: California Update 5/4/01 + +If you have any questions, please contact Kristin Walsh at (713) 853-9510. + +Bridge Loan Financing Bills May Not Meet Their May 8th Deadline Due to Lack +of Support +Sources report there will not be a vote regarding the authorization for the +bond issuance/bridge loan by the May 8th deadline. Any possibility for a +deal has reportedly fallen apart. According to sources, both the Republicans +and Democratic caucuses are turning against Davis. The Democratic caucus is +reportedly ""unwilling to fight"" for Davis. Many legislative Republicans and +Democrats reportedly do not trust Davis and express concern that, once the +bonds are issued to replenish the General Fund, Davis would ""double dip"" into +the fund. Clearly there is a lack of good faith between the legislature and +the governor. However, it is believed once Davis discloses the details of +the power contracts negotiated, a bond issuance will take place. +Additionally, some generator sources have reported that some of the long-term +power contracts (as opposed to those still in development) require that the +bond issuance happen by July 1, 2001. If not, the state may be in breach of +contract. Sources state that if the legislature does not pass the bridge +loan legislation by May 8th, having a bond issuance by July 1st will be very +difficult. + +The Republicans were planning to offer an alternative plan whereby the state +would ""eat"" the $5 billion cost of power spent to date out of the General +Fund, thereby decreasing the amount of the bond issuance to approximately $8 +billion. However, the reportedly now are not going to offer even this +concession. Sources report that the Republicans intend to hold out for full +disclosure of the governor's plan for handling the crisis, including the +details and terms of all long-term contracts he has negotiated, before they +will support the bond issuance to go forward. + +Currently there are two bills dealing with the bridge loan; AB 8X and AB +31X. AB 8X authorizes the DWR to sell up to $10 billion in bonds. This bill +passed the Senate in March, but has stalled in the Assembly due to a lack of +Republican support. AB 31X deals with energy conservation programs for +community college districts. However, sources report this bill may be +amended to include language relevant to the bond sale by Senator Bowen, +currently in AB 8X. Senator Bowen's language states that the state should +get paid before the utilities from rate payments (which, if passed, would be +likely to cause a SoCal bankruptcy). + +According to sources close to the Republicans in the legislature, +Republicans do not believe there should be a bridge loan due to money +available in the General Fund. For instance, Tony Strickland has stated +that only 1/2 of the bonds (or approximately $5 billion) should be issued. +Other Republicans reportedly do not support issuing any bonds. The +Republicans intend to bring this up in debate on Monday. Additionally, +Lehman Brothers reportedly also feels that a bridge loan is unnecessary and +there are some indications that Lehman may back out of the bridge loan. + +Key Points of the Bridge Financing +Initial Loan Amount: $4.125 B +Lenders: JP Morgan $2.5 B + Lehman Brothers $1.0 B + Bear Stearns $625 M +Tax Exempt Portion: Of the $4.125 B; $1.6 B is expected to be tax-exempt +Projected Interest Rate: Taxable Rate 5.77% + Tax-Exempt Rate 4.77% +Current Projected +Blended IR: 5.38% +Maturity Date: August 29, 2001 +For more details please contact me at (713) 853-9510 + +Bill SB 6X Passed the Senate Yesterday, but Little Can be Done at This Time +The Senate passed SB 6X yesterday, which authorizes $5 billion to create the +California Consumer Power and Conservation Authority. The $5 billion +authorized under SB 6X is not the same as the $5 billion that must be +authorized by the legislature to pay for power already purchased, or the +additional amount of bonds that must be authorized to pay for purchasing +power going forward. Again, the Republicans are not in support of these +authorizations. Without the details of the long-term power contracts the +governor has negotiated, the Republicans do not know what the final bond +amount is that must be issued and that taxpayers will have to pay to +support. No further action can be taken regarding the implementation of SB +6X until it is clarified how and when the state and the utilities get paid +for purchasing power. Also, there is no staff, defined purpose, etc. for +the California Public Power and Conservation Authority. However, this can +be considered a victory for consumer advocates, who began promoting this +idea earlier in the crisis. + +SoCal Edison and Bankruptcy +At this point, two events would be likely to trigger a SoCal bankruptcy. The +first would be a legislative rejection of the MOU between SoCal and the +governor. The specified deadline for legislative approval of the MOU is +August 15th, however, some decision will likely be made earlier. According +to sources, the state has yet to sign the MOU with SoCal, though SoCal has +signed it. The Republicans are against the MOU in its current form and Davis +and the Senate lack the votes needed to pass. If the legislature indicates +that it will not pas the MOU, SoCal would likely file for voluntary +bankruptcy (or its creditor - involuntary) due to the lack operating cash. + +The second likely triggering event, which is linked directly to the bond +issuance, would be an effort by Senator Bowen to amend SB 31X (bridge loan) +stating that the DWR would received 100% of its payments from ratepayers, +then the utilities would receive the residual amount. In other words, the +state will get paid before the utilities. If this language is included and +passed by the legislature, it appears likely that SoCal will likely file for +bankruptcy. SoCal is urging the legislature to pay both the utilities and +the DWR proportionately from rate payments. + +" +"allen-p/sent/307.","Message-ID: <14833923.1075855713474.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 05:18:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com, + jane.tholt@enron.com, jay.reitmeyer@enron.com, + tori.kuykendall@enron.com, matthew.lenhart@enron.com +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis, Jane M Tholt, Jay Reitmeyer, Tori Kuykendall, Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/04/2001 +10:15 AM --------------------------- + + +James D Steffes@ENRON +05/03/2001 05:44 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Please forward to anyone on your team that wants updates on Western wholesale +matters (should also give you an opportunity to raise state matters if you +want to discuss). + +Jim +---------------------- Forwarded by James D Steffes/NA/Enron on 05/03/2001 +07:42 AM --------------------------- + + +Ray Alvarez +05/02/2001 05:40 PM +To: Steve Walton/HOU/ECT@ECT, Susan J Mara/NA/Enron@ENRON, Alan +Comnes/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Rebecca W +Cantrell/HOU/ECT@ECT, Donna Fulton/Corp/Enron@ENRON, Jeff +Dasovich/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, jalexander@gibbs-bruns.com, Phillip K +Allen/HOU/ECT@ECT +cc: Linda J Noske/HOU/ECT@ECT + +Subject: Re: Western Wholesale Activities - Gas & Power Conf. Call +Privileged & Confidential Communication +Attorney-Client Communication and Attorney Work Product Privileges Asserted + +Date: Every Thursday +Time: 1:00 pm Pacific, 3:00 pm Central, and 4:00 pm Eastern time, + Number: 1-888-271-0949, + Host Code: 661877, (for Jim only), + Participant Code: 936022, (for everyone else), + +Attached is the table of the on-going FERC issues and proceedings updated for +use on tomorrow's conference call. It is available to all team members on +the O drive. Please feel free to revise/add to/ update this table as +appropriate. + +Proposed agenda for tomorrow: + +Power- Discussion of FERC market monitoring and mitigation order in +EL00-95-12 and review of upcoming filings +Gas- Response to subpoenas of SoCal Edison in RP00-241 and upcoming items +Misc. + +I will be unable to participate in the call tomorrow as I will be attending +the Senate Energy and Resource Committee Hearing on the elements of the FERC +market monitoring and mitigation order. + + + + + +" +"allen-p/sent/308.","Message-ID: <4317105.1075855713513.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 01:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Traveling to have a business meeting takes the fun out of the trip. +Especially if you have to prepare a presentation. I would suggest holding +the business plan meetings here then take a trip without any formal business +meetings. I would even try and get some honest opinions on whether a trip is +even desired or necessary. + +As far as the business meetings, I think it would be more productive to try +and stimulate discussions across the different groups about what is working +and what is not. Too often the presenter speaks and the others are quiet +just waiting for their turn. The meetings might be better if held in a +round table discussion format. + +My suggestion for where to go is Austin. Play golf and rent a ski boat and +jet ski's. Flying somewhere takes too much time. +" +"allen-p/sent/309.","Message-ID: <12915177.1075855713534.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 23:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +mike grigsby is having problems with accessing the west power site. Can you +please make sure he has an active password. + +Thank you, + +Phillip" +"allen-p/sent/31.","Message-ID: <13718619.1075855680437.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 08:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Inquiry.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Put me down as a reviewer" +"allen-p/sent/310.","Message-ID: <1773775.1075855713555.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 03:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Just wanted to give you an update. I have changed the unit mix to include +some 1 bedrooms and reduced the number of buildings to 12. Kipp Flores is +working on the construction drawings. At the same time I am pursuing FHA +financing. Once the construction drawings are complete I will send them to +you for a revised bid. Your original bid was competitive and I am still +attracted to your firm because of your strong local presence and contacts. + +Phillip" +"allen-p/sent/311.","Message-ID: <15510802.1075855713577.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 00:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Is there going to be a conference call or some type of weekly meeting about +all the regulatory issues facing California this week? Can you make sure the +gas desk is included. + +Phillip" +"allen-p/sent/312.","Message-ID: <5667652.1075855713598.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 22:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: Re: 2- SURVEY - PHILLIP ALLEN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/02/2001 +05:26 AM --------------------------- + + +Ina Rangel +05/01/2001 12:24 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: 2- SURVEY - PHILLIP ALLEN + + + + + +- +Full Name: Phillip Allen + +Login ID: pallen + +Extension: 3-7041 + +Office Location: EB3210C + +What type of computer do you have? (Desktop, Laptop, Both) Both + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) IPAQ + +Do you have permission to access anyone's Email/Calendar? NO + If yes, who? + +Does anyone have permission to access your Email/Calendar? YES + If yes, who? INA RANGEL + +Are you responsible for updating anyone else's address book? + If yes, who? NO + +Is anyone else responsible for updating your address book? + If yes, who? NO + +Do you have access to a shared calendar? + If yes, which shared calendar? YES, West Calendar + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: NO + +Please list all Notes databases applications that you currently use: NONE + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: 7:00 AM To: 5:00 PM + +Will you be out of the office in the near future for vacation, leave, etc? NO + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + + + + + + +" +"allen-p/sent/313.","Message-ID: <28759434.1075855713622.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 4-URGENT - OWA Please print this now. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:01 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 4-URGENT - OWA Please print this now. + + +Current Notes User: + +REASONS FOR USING OUTLOOK WEB ACCESS (OWA) + +1. Once your mailbox has been migrated from Notes to Outlook, the Outlook +client will be configured on your computer. +After migration of your mailbox, you will not be able to send or recieve mail +via Notes, and you will not be able to start using Outlook until it is +configured by the Outlook Migration team the morning after your mailbox is +migrated. During this period, you can use Outlook Web Access (OWA) via your +web browser (Internet Explorer 5.0) to read and send mail. + +PLEASE NOTE: Your calendar entries, personal address book, journals, and +To-Do entries imported from Notes will not be available until the Outlook +client is configured on your desktop. + +2. Remote access to your mailbox. +After your Outlook client is configured, you can use Outlook Web Access (OWA) +for remote access to your mailbox. + +PLEASE NOTE: At this time, the OWA client is only accessible while +connecting to the Enron network (LAN). There are future plans to make OWA +available from your home or when traveling abroad. + +HOW TO ACCESS OUTLOOK WEB ACCESS (OWA) + +Launch Internet Explorer 5.0, and in the address window type: +http://nahou-msowa01p/exchange/john.doe + +Substitute ""john.doe"" with your first and last name, then click ENTER. You +will be prompted with a sign in box as shown below. Type in ""corp/your user +id"" for the user name and your NT password to logon to OWA and click OK. You +will now be able to view your mailbox. + + + +PLEASE NOTE: There are some subtle differences in the functionality between +the Outlook and OWA clients. You will not be able to do many of the things +in OWA that you can do in Outlook. Below is a brief list of *some* of the +functions NOT available via OWA: + +Features NOT available using OWA: + +- Tasks +- Journal +- Spell Checker +- Offline Use +- Printing Templates +- Reminders +- Timed Delivery +- Expiration +- Outlook Rules +- Voting, Message Flags and Message Recall +- Sharing Contacts with others +- Task Delegation +- Direct Resource Booking +- Personal Distribution Lists + +QUESTIONS OR CONCERNS? + +If you have questions or concerns using the OWA client, please contact the +Outlook 2000 question and answer Mailbox at: + + Outlook.2000@enron.com + +Otherwise, you may contact the Resolution Center at: + + 713-853-1411 + +Thank you, + +Outlook 2000 Migration Team +" +"allen-p/sent/314.","Message-ID: <8216341.1075855713647.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 07:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/01/2001 +02:14 PM --------------------------- + + +Outlook Migration Team@ENRON +04/27/2001 01:00 PM +To: Allison Horton/NA/Enron@ENRON, Amir Baig/NA/Enron@ENRON, Brandon +Bangerter/NA/Enron@Enron, Brian Ellis/Corp/Enron@Enron, Charles +Philpott/HR/Corp/Enron@ENRON, Chris P Wood/NA/Enron@Enron, Chris +Tull/HOU/ECT@ECT, Dale Smith/Corp/Enron@ENRON, Dave June/NA/Enron@ENRON, +Donald Sutton/NA/Enron@Enron, Felicia Buenrostro/HR/Corp/Enron@ENRON, Johnna +Morrison/Corp/Enron@ENRON, Joe Dorn/Corp/Enron@ENRON, Kathryn +Schultea/HR/Corp/Enron@ENRON, Leon McDowell/NA/Enron@ENRON, Leticia +Barrios/Corp/Enron@ENRON, Milton Brown/HR/Corp/Enron@ENRON, Raj +Perubhatla/Corp/Enron@Enron, Shekar Komatireddy/NA/Enron@Enron, Andrea +Yowman/Corp/Enron@ENRON, Angie O'Brian/HR/Corp/Enron@ENRON, Bonne +Castellano/HR/Corp/Enron@ENRON, Gwynn Gorsuch/NA/Enron@ENRON, Jo Ann +Matson/Corp/Enron@ENRON, LaQuitta Washington/HR/Corp/Enron@ENRON, Rick +Johnson/HR/Corp/Enron@ENRON, Sandra Lighthill/HR/Corp/Enron@ENRON, Valeria A +Hope/HOU/ECT@ECT, Charlotte Brown/HR/Corp/Enron@ENRON, Ronald +Fain/HR/Corp/Enron@ENRON, Gary Fitch/HR/Corp/Enron@Enron, Anna +Harris/HR/Corp/Enron@ENRON, Keith Jones/HR/Corp/Enron@ENRON, Kristi +Monson/NA/Enron@Enron, Bobbie McNiel/HR/Corp/Enron@ENRON, John +Stabler/HR/Corp/Enron@ENRON, Michelle Prince/NA/Enron@Enron, James +Gramke/NA/Enron@ENRON, Blair Hicks/NA/Enron@ENRON, Jennifer +Johnson/Contractor/Enron Communications@Enron Communications, Jim +Little/Enron@EnronXGate, Dale Lukert/NA/Enron@ENRON, Donald +Martin/NA/Enron@ENRON, Andrew Mattei/NA/Enron@ENRON, Darvin +Mitchell/NA/Enron@ENRON, Mark Oldham/NA/Enron@ENRON, Wesley +Pearson/NA/Enron@ENRON, Ramon Pizarro/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Natalie Rau/NA/Enron@ENRON, William Redick/NA/Enron@ENRON, Mark A +Richardson/NA/Enron@ENRON, Joseph Schnieders/NA/Enron@ENRON, Gary +Simmons/NA/Enron@Enron, Delaney Trimble/NA/Enron@ENRON, David +Upton/NA/Enron@ENRON, Mike Boegler/HR/Corp/Enron@ENRON, Lyndel +Click/HR/Corp/Enron@ENRON, Gabriel Franco/NA/Enron@Enron, Randy +Gross/HR/Corp/Enron@Enron, Arthur Johnson/HR/Corp/Enron@Enron, Danny +Jones/HR/Corp/Enron@ENRON, John Ogden/Houston/Eott@Eott, Edgar +Ponce/NA/Enron@Enron, Tracy Pursifull/HR/Corp/Enron@ENRON, Lance +Stanley/HR/Corp/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique +Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne +Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike +Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne +Calcagno/NA/Enron@Enron, Alvin Thompson/Corp/Enron@Enron, Cynthia +Franklin/Corp/Enron@ENRON, Jesse Villarreal/HOU/ECT@ECT, Joan +Collins/HOU/EES@EES, Joe A Casas/HOU/ECT@ECT, Kelly Loocke/ENRON@enronXgate, +Lia Halstead/NA/Enron@ENRON, Meredith Homco/HOU/ECT@ECT, Robert +Allwein/HOU/ECT@ECT, Scott Loving/NA/Enron@ENRON, Shanna +Boudreaux/ENRON@enronXgate, Steve Gillespie/Corp/Enron@ENRON, Tamara +Carter/NA/Enron@ENRON, Tracy Wood/NA/Enron@ENRON, Gabriel Fuzat/Enron +Communications@Enron Communications, Jack Netek/Enron Communications@Enron +Communications, Lam Nguyen/NA/Enron@Enron, Camille Gerard/Corp/Enron@ENRON, +Craig Taylor/HOU/ECT@ECT, Jessica Hangach/NYC/MGUSA@MGUSA, Kathy +Gagel/NYC/MGUSA@MGUSA, Lisa Goulart/NYC/MGUSA@MGUSA, Ruth +Balladares/NYC/MGUSA@MGUSA, Sid Strutt/NYC/MGUSA@MGUSA +cc: +Subject: 2- SURVEY/INFORMATION EMAIL + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. When you finish, simply click on the 'Reply' button then hit 'Send' +Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: + +Login ID: + +Extension: + +Office Location: + +What type of computer do you have? (Desktop, Laptop, Both) + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: To: + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + +" +"allen-p/sent/315.","Message-ID: <15561348.1075855713669.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 09:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: alan.comnes@enron.com +Subject: Re: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Alan Comnes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Alan, + +You should have received updated numbers from Keith Holst. Call me if you +did not receive them. + +Phillip" +"allen-p/sent/316.","Message-ID: <16344767.1075855713690.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 04:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +11:21 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/sent/317.","Message-ID: <29922158.1075855713712.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Request from Steve Kean +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/30/2001 +10:36 AM --------------------------- + + +Alan Comnes +04/27/2001 01:38 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: Joe Hartsoe/Corp/Enron@ENRON +Subject: Request from Steve Kean + +Phillip, + +I got this request. On the gas side, I think Kean/Lay need an update to a +table you prepared for me a few months ago, which I've attached.. Can you +oblige? Thanks, + +Alan Comnes + + + +---------------------- Forwarded by Alan Comnes/PDX/ECT on 04/27/2001 01:42 +PM --------------------------- + + +Janel Guerrero@ENRON +04/27/2001 12:44 PM +To: Alan Comnes/PDX/ECT@ECT, Jeff Dasovich/NA/Enron@Enron +cc: Paul Kaufman/PDX/ECT@ECT, Richard Shapiro/NA/Enron@Enron + +Subject: Request from Steve Kean + +Alan, + +Steve has asked that you update the power point below so that it reflects all +of the ""stupid regulatory/legislative decisions"" since the beginning of the +year. Ken wants to have this updated chart in his briefing book for next +week's ""Ken Lay Tour"" to CA. + +He also wants a forward price curve for both gas and power in CA. Can we get +these three documents by Monday afternoon? + + + +" +"allen-p/sent/318.","Message-ID: <21451274.1075855713733.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 03:37:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lisa.jones@enron.com +Subject: Re: Analyst Resume - Rafael Avila +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lisa Jones +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send to Karen Buckley. Trading track interview to be conducted in May. " +"allen-p/sent/319.","Message-ID: <22752756.1075855713755.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 03:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: tim.heizenrader@enron.com +Subject: +Cc: tim.belden@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.belden@enron.com +X-From: Phillip K Allen +X-To: Tim Heizenrader +X-cc: Tim Belden +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tim, + +Can you authorize access to the west power site for Keith Holtz. He is our +Southern California basis trader and is under a two year contract. + +On another note, is it my imagination or did the SARR website lower its +forecast for McNary discharge during May. It seems like the flows have been +lowered into the 130 range and there are fewer days near 170. Also the +second half of April doesn't seem to have panned out as I expected. The +outflows stayed at 100-110 at McNary. Can you email or call with some +additional insight? + +Thank you, + +Phillip" +"allen-p/sent/32.","Message-ID: <16338397.1075855680458.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 07:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Inquiry.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +can you fill it in yourself? I will sign it." +"allen-p/sent/320.","Message-ID: <19265824.1075855713776.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Leander etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would look at properties in San Antonio or Dallas." +"allen-p/sent/321.","Message-ID: <437944.1075855713797.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 06:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Gary Schmitz"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gary, + +I have also been speaking to Johnnie Brown in San Antonio to be the general +contractor. According to Johnnie, I would not be pay any less buying from +the factory versus purchasing the panels through him since my site is within +his region. Assuming this is true, I will work directly with him. I believe +he has sent you my plans. They were prepared by Kipp Flores architects. + +Can you confirm that the price is the same direct from the factory or from +the distributor? If you have the estimates worked up for Johnnie will you +please email them to me as well? + +Thank you for your time. I am excited about potentially using your product. + +Phillip Allen" +"allen-p/sent/322.","Message-ID: <12118909.1075855713819.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 01:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: FERC's Prospective Mitigation and Monitoring Plan for CA + Wholesale Electric Markets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ray, + +Is there any detail on the gas cost proxy. Which delivery points from which +publication will be used? Basically, can you help us get any clarification +on the language ""the average daily cost of gas for all delivery points in +California""? + +Phillip" +"allen-p/sent/323.","Message-ID: <7110609.1075855713840.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 08:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ned.higgins@enron.com +Subject: Re: Unocal WAHA Storage +Cc: mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mike.grigsby@enron.com +X-From: Phillip K Allen +X-To: Ned Higgins +X-cc: Mike Grigsby +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ned, + +Regarding the Waha storage, the west desk does not have a strong need for +this storage but we are always willing to show a bid based on the current +summer/winter spreads and cycling value. The following assumptions were made +to establish our bid: 5% daily injection capacity, 10% daily withdrawal +capacity, 1% fuel (injection only), 0.01/MMBtu variable injection and +withdrawal fees. Also an undiscounted June 01 to January 02 spread of $0.60 +existed at the time of this bid. + +Bid for a 1 year storage contract beginning June 01 based on above +assumptions: $0.05/ MMBtu/Month ($0.60/Year). Demand charges only. + +I am not sure if this is exactly what you need or not. Please call or email +with comments. + +Phillip Allen + +" +"allen-p/sent/324.","Message-ID: <20676055.1075855713863.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +01:51 PM --------------------------- + + +Ray Alvarez@ENRON +04/25/2001 11:48 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: This morning's Commission meeting delayed + +Phil, I suspect that discussions/negotiations are taking place behind closed +doors ""in smoke filled rooms"", if not directly between Commissioners then +among FERC staffers. Never say never, but I think it is highly unlikely that +the final order will contain a fixed price cap. I base this belief in large +part on what I heard at a luncheon I attended yesterday afternoon at which +the keynote speaker was FERC Chairman Curt Hebert. Although the Chairman +began his presentation by expressly stating that he would not comment or +answer questions on pending proceedings before the Commission, Hebert had +some enlightening comments which relate to price caps: + +Price caps are almost never the right answer +Price Caps will have the effect of prolonging shortages +Competitive choices for consumers is the right answer +Any solution, however short term, that does not increase supply or reduce +demand, is not acceptable +Eight out of eleven western Governors oppose price caps, in that they would +export California's problems to the West + +This is the latest intelligence I have on the matter, and it's a pretty +strong anti- price cap position. Of course, Hebert is just one Commissioner +out of 3 currently on the Commission, but he controls the meeting agenda and +if the draft order is not to his liking, the item could be bumped off the +agenda. Hope this info helps. Ray + + + + +Phillip K Allen@ECT +04/25/2001 02:28 PM +To: Ray Alvarez/NA/Enron@ENRON +cc: + +Subject: Re: This morning's Commission meeting delayed + +Are there behind closed doors discussions being held prior to the meeting? +Is there the potential for a surprise announcement of some sort of fixed +price gas or power cap once the open meeting finally happens? + + + +" +"allen-p/sent/325.","Message-ID: <12764532.1075855713884.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ray.alvarez@enron.com +Subject: Re: This morning's Commission meeting delayed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ray Alvarez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Are there behind closed doors discussions being held prior to the meeting? +Is there the potential for a surprise announcement of some sort of fixed +price gas or power cap once the open meeting finally happens?" +"allen-p/sent/326.","Message-ID: <20009324.1075855713905.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 06:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: gary@creativepanel.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gary@creativepanel.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gary, + +Here is a photograph of a similar house. The dimensions would be 56'Wide X +41' Deep for the living area. In addition there will be a 6' deep two story +porch across the entire back and 30' across the front. A modification to the +front will be the addition of a gable across 25' on the left side. The +living area will be brought forward under this gable to be flush with the +front porch. + +I don't have my floor plan with me at work today, but will bring in tomorrow +and fax you a copy. + +Phillip Allen +713-853-7041 +pallen@enron.com + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/25/2001 +12:51 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/sent/327.","Message-ID: <14198211.1075855713926.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: eric.benson@enron.com +Subject: Re: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Eric Benson +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +it works. thank you" +"allen-p/sent/328.","Message-ID: <23767223.1075855713949.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, matthew.lenhart@enron.com, + monique.sanchez@enron.com, randall.gay@enron.com, + frank.ermis@enron.com, jane.tholt@enron.com, + tori.kuykendall@enron.com, steven.south@enron.com, + jay.reitmeyer@enron.com, susan.scott@enron.com +Subject: Instructions for FERC Meetings +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Matthew Lenhart, Monique Sanchez, Randall L Gay, Frank Ermis, Jane M Tholt, Tori Kuykendall, Steven P South, Jay Reitmeyer, Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +02:23 PM --------------------------- + + +Eric Benson@ENRON on 04/24/2001 11:47:40 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Instructions for FERC Meetings + +Mr. Allen - + +Per our phone conversation, please see the instructions below to get access +to view FERC meetings. Please advise if there are any problems, questions or +concerns. + +Eric Benson +Sr. Specialist +Enron Government Affairs - The Americas +713-853-1711 + +++++++++++++++++++++++++++ + +----- Forwarded by Eric Benson/NA/Enron on 04/24/2001 01:45 PM ----- + + Janet Butler + 11/06/2000 04:51 PM + + To: Eric.Benson@enron.com, Steve.Kean@enron.com, Richard.Shapiro@enron.com + cc: + Subject: Instructions for FERC Meetings + +As long as you are configured to receive Real Video, you should be able to +access the FERC meeting this Wednesday, November 8. The instructions are +below. + + +---------------------- Forwarded by Janet Butler/ET&S/Enron on 11/06/2000 +04:49 PM --------------------------- + + +Janet Butler +10/31/2000 04:12 PM +To: Christi.L.Nicolay@enron.com, James D Steffes/NA/Enron@Enron, +Rebecca.Cantrell@enron.com +cc: Shelley Corman/ET&S/Enron@Enron + +Subject: Instructions for FERC Meetings + + + + +Here is the URL address for the Capitol Connection. You should be able to +simply click on this URL below and it should come up for you. (This is +assuming your computer is configured for Real Video/Audio). We will pay for +the annual contract and bill your cost centers. + +You are connected for tomorrow as long as you have access to Real Video. + +http://www.capitolconnection.gmu.edu/ + +Instructions: + +Once into the Capitol Connection sight, click on FERC +Click on first line (either ""click here"" or box) +Dialogue box should require: user name: enron-y + password: fercnow + +Real Player will connect you to the meeting + +Expand your screen as you wish for easier viewing + +Adjust your sound as you wish + + + + + +" +"allen-p/sent/329.","Message-ID: <23774375.1075855713971.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 05:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Frank, + +The implied risk created by the san juan and rockies indeces being partially +set after today is the same as the risk in a long futures position. Whatever +the risk was prior should not matter. Since the rest of the books are very +short price this should be a large offset. If the VAR calculation does not +match the company's true risk then it needs to be revised or adjusted. + +Phillip" +"allen-p/sent/33.","Message-ID: <23537470.1075855680479.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 03:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Generation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/01/2000 +11:33 AM --------------------------- + + +Jeff Richter +10/20/2000 02:16 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Generation + +http://westpower.enron.com/ca/generation/default.asp +" +"allen-p/sent/330.","Message-ID: <9754009.1075855713993.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 03:05:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I just spoke to the insurance company. They are going to cancel and prorate +my policy and work with the Kuo's to issue a new policy." +"allen-p/sent/331.","Message-ID: <22229019.1075855714015.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/24/2001 +09:26 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 04/24/2001 09:25 AM CDT +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: + +FYI, +o Selling 500/d of SoCal, XH lowers overall desk VAR by $8 million +o Selling 500K KV, lowers overall desk VAR by $4 million + +Frank + +" +"allen-p/sent/332.","Message-ID: <8082133.1075855714036.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 02:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +It is bidweek again. I need to provide view only ID's to the two major +publications that post the monthly indeces. Please email an id and password +to the following: + +Dexter Steis at Natural Gas Intelligence- dexter@intelligencepress.com + +Liane Kucher at Inside Ferc- lkuch@mh.com + +Bidweek is under way so it is critical that these id's are sent out asap. + +Thanks for your help, + +Phillip Allen" +"allen-p/sent/333.","Message-ID: <8081526.1075855714058.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Ashish Mahajan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send his resume to Karen Buckley. I believe there will be a full round of +interviews for the trading track in May." +"allen-p/sent/334.","Message-ID: <31423079.1075855714080.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: matthew.lenhart@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matthew Lenhart +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Have him send his resume to Karen Buckley in HR. There is a new round of +trading track interviews in May. +" +"allen-p/sent/335.","Message-ID: <14492154.1075855714101.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Bryan Hull +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrea, + +After reviewing Bryan Hull's resume, I think he would be best suited for the +trading track program. Please forward his resume to Karen Buckley. + +Phillip" +"allen-p/sent/336.","Message-ID: <31572025.1075855714122.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 03:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: FW: Trading Track Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Chad deserves an interview." +"allen-p/sent/337.","Message-ID: <1251217.1075855714145.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 02:41:00 -0700 (PDT) +From: phillip.allen@enron.com +To: johnniebrown@juno.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: johnniebrown@juno.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Johnnie, + +Thank you for meeting with me on Friday. I left feeling very optimistic +about the panel system. I would like to find a way to incorporate the panels +into the home design I showed you. In order to make it feasible within my +budget I am sure it will take several iterations. The prospect of purchasing +the panels and having your framers install them may have to be considered. +However, my first choice would be for you to be the general contractor. + +I realize you receive a number of calls just seeking information about this +product with very little probability of a sale. I just want to assure you +that I am going to build this house in the fall and I would seriously +consider using the panel system if it truly was only a slight increase in +cost over stick built. + +Please email your cost estimates when complete. + +Thank you, + +Phillip Allen" +"allen-p/sent/338.","Message-ID: <24139938.1075855714166.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 03:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: julie.pechersky@enron.com +Subject: Re: Do you still access data from Inteligence Press online?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Julie Pechersky +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I still use this service" +"allen-p/sent/339.","Message-ID: <13310034.1075855714188.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: RE: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you please forward the presentation to Mog. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +02:50 PM --------------------------- +From: Karen Buckley/ENRON@enronXgate on 04/18/2001 10:56 AM CDT +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: RE: Presentation to Trading Track A&A + +Hi Philip + +If you do have slides preapred,, can you have your assistant e:mail a copy to +Mog Heu, who will conference in from New York. + +Thanks, karen + + -----Original Message----- +From: Allen, Phillip +Sent: Wednesday, April 18, 2001 10:30 AM +To: Buckley, Karen +Subject: Re: Presentation to Trading Track A&A + +The topic will the the western natural gas market. I may have overhead +slides. I will bring handouts. +" +"allen-p/sent/34.","Message-ID: <21060151.1075855680500.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 07:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: Approval for Plasma Screens +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Activate Plan B. No money from John. + + Wish I had better news. + +Phillip" +"allen-p/sent/340.","Message-ID: <27902031.1075855714209.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 07:21:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Chad, + +Call Ted Bland about the trading track program. All the desks are trying to +use this program to train analysts to be traders. Your experience should +help you in the process and make the risk rotation unnecessary. Unless you +are dying to do another rotation is risk. + +Phillip " +"allen-p/sent/341.","Message-ID: <26263266.1075855714230.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 03:58:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: FW: 2nd lien info. and private lien info - The Stage Coach + Apartments, Phillip Allen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +How am I to send them the money for the silent second? Regular mail, +overnight, wire transfer? I don't see how their bank will make the funds +available by Friday unless I wire the money. If that is what I need to do +please send wiring instructions." +"allen-p/sent/342.","Message-ID: <31725156.1075855714252.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: karen.buckley@enron.com +Subject: Re: Presentation to Trading Track A&A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Karen Buckley +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +The topic will the the western natural gas market. I may have overhead +slides. I will bring handouts." +"allen-p/sent/343.","Message-ID: <24788679.1075855714273.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 01:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +I am in the office today. Any isssues to deal with for the stagecoach? + +Phillip" +"allen-p/sent/344.","Message-ID: <11508050.1075855714295.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 01:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com, frank.ermis@enron.com, mike.grigsby@enron.com +Subject: approved trader list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Frank Ermis, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/18/2001 +08:10 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: approved trader list + +Enron Wholesale Services (EES Gas Desk) + +Approved Trader List: + + + +Name Title Region Basis Only + +Black, Don Vice President Any Desk + +Hewitt, Jess Director All Desks +Vanderhorst, Barry Director East, West +Shireman, Kris Director West +Des Champs, Joe Director Central +Reynolds, Roger Director West + +Migliano, Andy Manager Central +Wiltfong, Jim Manager All Desks + +Barker, Jim Sr, Specialist East +Fleming, Matt Sr. Specialist East - basis only +Tate, Paul Sr. Specialist East - basis only +Driscoll, Marde Sr. Specialist East - basis only +Arnold, Laura Sr. Specialist Central - basis only +Blaine, Jay Sr. Specialist East - basis only +Guerra, Jesus Sr. Specialist Central - basis only +Bangle, Christina Sr. Specialist East - basis only +Smith, Rhonda Sr. Specialist East - basis only +Boettcher, Amanda Sr. Specialist Central - basis only +Pendegraft, Sherry Sr. Specialist East - basis only +Ruby Robinson Specialist West - basis only +Diza, Alain Specialist East - basis only + +Monday, April 16, 2001 +Jess P. Hewitt +Revised +Approved Trader List.doc +" +"allen-p/sent/345.","Message-ID: <8061684.1075855714316.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 03:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: insurance - the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +The insurance company is: + +Central Insurance Agency, Inc +6000 N., Lamar +P.O. Box 15427 +Austin, TX 78761-5427 + +Policy #CBI420478 + +Contact: Jeanette Peterson + +(512)451-6551 + +The actual policy is signed by Vista Insurance Partners. + +Please try and schedule the appraiser for sometime after 1 p.m. so my Dad can +walk him around. + +I will be out of town on Tuesday. What else do we need to get done before +closing? + +Phillip" +"allen-p/sent/346.","Message-ID: <33485531.1075855714337.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 05:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will email you with the insurance info tomorrow. " +"allen-p/sent/347.","Message-ID: <16393628.1075855714359.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/12/2001 +10:33 AM --------------------------- + + + + From: Phillip K Allen 04/12/2001 08:09 AM + + +To: Jeff Richter/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Tim +Heizenrader/PDX/ECT@ECT +cc: +Subject: + + + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip + + +" +"allen-p/sent/348.","Message-ID: <12266873.1075855714380.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:09:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, tim.belden@enron.com, tim.heizenrader@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Tim Belden, Tim Heizenrader +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is a simplistic spreadsheet. I didn't drop in the new generation yet, +but even without the new plants it looks like Q3 is no worse than last year. +Can you take a look and get back to me with the bullish case? + +thanks, + +Phillip +" +"allen-p/sent/349.","Message-ID: <10907287.1075855714402.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 02:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will try and get my dad to take the appraiser into a couple of units. Let +me know the day and time. + +Phillip" +"allen-p/sent/35.","Message-ID: <25816376.1075855680522.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + +The back office is having a hard time dealing with the $11 million dollars +that is to be recognized as transport expense by the west desk then recouped +from the Office of the Chairman. Is your understanding that the West desk +will receive origination each month based on the schedule below. + + + The Office of the Chairman agrees to grant origination to the Denver desk as +follows: + +October 2000 $1,395,000 +November 2000 $1,350,000 +December 2000 $1,395,000 +January 2001 $ 669,600 +February 2001 $ 604,800 +March 2001 $ 669,600 +April 2001 $ 648,000 +May 2001 $ 669,600 +June 2001 $ 648,000 +July 2001 $ 669,600 +August 2001 $ 669,600 +September 2001 $ 648,000 +October 2001 $ 669,600 +November 2001 $ 648,000 +December 2001 $ 669,600 + +This schedule represents a demand charge payable to NBP Energy Pipelines by +the Denver desk. The demand charge is $.18/MMBtu on 250,000 MMBtu/Day +(Oct-00 thru Dec-00) and 120,000 MMBtu/Day (Jan-01 thru Dec-01). The ENA +Office of the Chairman has agreed to reimburse the west desk for this expense. + +Let me know if you disagree. + +Phillip" +"allen-p/sent/350.","Message-ID: <10922495.1075855714423.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 07:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +It sounds like Claudia and Jacques are almost finished with the documents. +There is one item of which I was unsure. Was an environmental +report prepared before the original purchase? If yes, shouldn't it be listed +as an asset of the partnership and your costs be recovered? + +Phillip" +"allen-p/sent/351.","Message-ID: <31643640.1075855714444.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 05:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The spreadsheet looks fine to me. + +Phillip" +"allen-p/sent/352.","Message-ID: <30480716.1075855714465.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 04:14:00 -0700 (PDT) +From: phillip.allen@enron.com +To: nicholasnelson@centurytel.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: nicholasnelson@centurytel.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bruce, + +Thank you for your bid. I have decided on a floor plan. I am going to have +an architect in Austin draw the plans and help me work up a detailed +specification list. I will send you that detailed plan and spec list when +complete for a final bid. Probably in early to mid June. + +Phillip" +"allen-p/sent/353.","Message-ID: <13884120.1075855714488.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 10:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CAISO demand reduction +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/10/2001 +05:50 PM --------------------------- + + Enron North America Corp. + + From: Stephen Swain 04/10/2001 11:58 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Heizenrader/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Michael M Driscoll/PDX/ECT@ECT, Chris +Mallory/PDX/ECT@ECT, Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, +Sean Crandall/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Bill Williams +III/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT +Subject: CAISO demand reduction + +Phillip et al., + +I have been digging into the answer to your question re: demand reduction in +the West. Your intuition as to reductions seen so far (e.g., March 2001 vs. +March 2000) was absolutely correct. At this point, it appears that demand +over the last 12 months in the CAISO control area, after adjusting for +temperature and time of use factors, has fallen by about 6%. This translates +into a reduction of about 1,500-1,600 MWa for last month (March 2001) as +compared with the previous year. + +Looking forward into the summer, I believe that we will see further voluntary +reductions (as opposed to ""forced"" reductions via rolling blackouts). Other +forecasters (e.g., PIRA) are estimating that another 1,200-1,300 MWa (making +total year-on-year reduction = 2,700-2,800) will come off starting in June. +This scenario is not difficult to imagine, as it would require only a couple +more percentage points reduction in overall peak demand. Given that the 6% +decrease we have seen so far has come without any real price signals to the +retail market, and that rates are now scheduled to increase, I think that it +is possible we could see peak demand fall by as much as 10% relative to last +year. This would mean peak demand reductions of approx 3,300-3,500 MWa in +Jun-Aug. In addition, a number of efforts aimed specifically at conservation +are being promoted by the State, which can only increase the likelihood of +meeting, and perhaps exceeding, the 3,500 MWa figure. Finally, the general +economic slowdown in Calif could also further depress demand, or at least +make the 3,500 MWa number that much more attainable. + +Note that all the numbers I am reporting here are for the CAISO control area +only, which represents about 89% of total Calif load, or 36-37% of WSCC +(U.S.) summer load. I think it is reasonable to assume that the non-ISO +portion of Calif (i.e., LADWP and IID) will see similar reductions in +demand. As for the rest of the WSCC, that is a much more difficult call. As +you are aware, the Pacific NW has already seen about 2,000 MWa of aluminum +smelter load come off since Dec, and this load is expected to stay off at +least through Sep, and possibly for the next couple of years (if BPA gets its +wish). This figure represents approx 4% of the non-Calif WSCC. Several +mining operations in the SW and Rockies have recently announced that they are +sharply curtailing production. I have not yet been able to pin down exactly +how many MW this translates to, but I will continue to research the issue. +Other large industrials may follow suit, and the ripple effects from Calif's +economic slowdown could be a factor throughout the West. While the rest of +the WSCC may not see the 10%+ reductions that I am expecting in Calif, I +think we could easily expect an additional 2-3% (on top of the 4% already +realized), or approx 1,000-1,500 MWa, of further demand reduction in the +non-Calif WSCC for this summer. This would bring the total reduction for the +WSCC, including the 2,000 MWa aluminum load we have already seen, to around +6,500-7,000 MWa when compared with last summer. + +I am continuing to research and monitor the situation, and will provide you +with updates as new or better information becomes available. Meantime, I +hope this helps. Please feel free to call (503-464-8671) if you have any +questions or need any further information. +" +"allen-p/sent/354.","Message-ID: <12892698.1075855714509.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 07:39:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll from last friday. + +The closing was to be this Thursday but it has been delayed until Friday +April 20th. If you can stay on until April 20th that would be helpful. If +you have made other commitments I understand. + +Gary is planning to put an A/C in #35. + +You can give out my work numer (713) 853-7041 + +Phillip " +"allen-p/sent/355.","Message-ID: <26623719.1075855714531.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 03:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jhershey@sempratrading.com +Subject: Re: FW: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jed Hershey @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for your help." +"allen-p/sent/356.","Message-ID: <16502337.1075855714552.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 09:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jhershey@sempratrading.com +Subject: Re: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jed Hershey @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jed, + +Thanks for the response. + +Phillip Allen" +"allen-p/sent/357.","Message-ID: <27398133.1075855714580.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 09:49:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark.taylor@enron.com +Subject: SanJuan/SoCal spread prices +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Taylor +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/09/2001 +04:48 PM --------------------------- + + +Jed Hershey on 04/09/2001 02:29:39 PM +To: ""'pallen@enron.com'"" +cc: +Subject: SanJuan/SoCal spread prices + + +The following are the prices you requested. Unfortunately we are unwilling +to transact at these levels due to the current market volatility, but you +can consider these accurate market prices: + +May01-Oct01 Socal/Juan offer: 8.70 usd/mmbtu + +Apr02-Oct02 Socal/Juan offer: 3.53 usd/mmbtu + +Our present value mark to market calculations for these trades are as +follows: + +May01-Oct01 30,000/day @ 0.5975 = $44,165,200 + +Apr02-Oct02 @ 0.60 = $5,920,980 +Apr02-Oct02 @ 0.745 = $5,637,469 +Apr02-Oct02 @ 0.55 = $3,006,092 + +If you have any other questions call: (203) 355-5059 + +Jed Hershey + + +**************************************************************************** +This e-mail contains privileged attorney-client communications and/or +confidential information, and is only for the use by the intended recipient. +Receipt by an unintended recipient does not constitute a waiver of any +applicable privilege. + +Reading, disclosure, discussion, dissemination, distribution or copying of +this information by anyone other than the intended recipient or his or her +employees or agents is strictly prohibited. If you have received this +communication in error, please immediately notify us and delete the original +material from your computer. + +Sempra Energy Trading Corp. (SET) is not the same company as SDG&E or +SoCalGas, the utilities owned by SET's parent company. SET is not regulated +by the California Public Utilities Commission and you do not have to buy +SET's products and services to continue to receive quality regulated service +from the utilities. +**************************************************************************** +" +"allen-p/sent/358.","Message-ID: <12957249.1075855714601.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 07:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I sent you an email last week stating that I would be in San Marcos on +Friday, April 13th. However, my closing has been postponed. As I mentioned +I am going to have Cary Kipp draw the plans for the residence and I will get +back in touch with you once he is finished. + +Regarding the multifamily project, I am going to work with a project manager +from San Antonio. For my first development project, I feel more comfortable +with their experience obtaining FHA financing. We are working with Kipp +Flores to finalize the floor plans and begin construction drawings. Your bid +for the construction is competive with other construction estimates. I am +still attracted to your firm as the possible builder due to your strong local +relationships. I will get back in touch with you once we have made the final +determination on unit mix and site plan. + +Phillip Allen" +"allen-p/sent/359.","Message-ID: <4227717.1075855714623.JavaMail.evans@thyme> +Date: Mon, 9 Apr 2001 02:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The amounts needed to fill in the blanks on Exhibit ""B"" are as follows: + +Kipp Flores-Total Contract was $23,600 but $2,375 was paid and only $21,225 +is outstanding. + +Kohutek- $2,150 + +Cuatro- $37,800 + + +George & Larry paid $3,500 for the appraisal and I agreed to reimburse this +amount. + +The total cash that Keith and I will pay the Sellers is $5,875 ($3,500 +appraisal and $2,375 engineering). I couldn't find any reference to this +cash consideration to be paid by the buyers. + +Let me know if I need to do anything else before you can forward this to the +sellers to be executed. + +Phillip + + +" +"allen-p/sent/36.","Message-ID: <3475906.1075855680543.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: stephen.stock@enron.com +Subject: Re: Astral downtime request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Stephen Stock +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Thank you for the update. The need is still great for this disk space. + +Phillip" +"allen-p/sent/360.","Message-ID: <20514986.1075855714645.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 02:40:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Regarding the employment agreement, Mike declined without a counter. Keith +said he would sign for $75K cash/$250 equity. I still believe Frank should +receive the same signing incentives as Keith. + +Phillip" +"allen-p/sent/361.","Message-ID: <23587102.1075855714667.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 07:43:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: Re: Answers to List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Reagan Lehmann"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the response. I think you are right that engaging an architect is +the next logical step. I had already contacted Cary Kipp and sent him the +floor plan. +He got back to me yesterday with his first draft. He took my plan and +improved it. I am going to officially engage Cary to draw the plans. While +he works on those I wanted to try and work out a detailed specification +list. Also, I would like to visit a couple of homes that you have built and +speak to 1 or 2 satisfied home owners. I will be in San Marcos on Friday +April 13th. Are there any homes near completion that I could walk through +that day? Also can you provide some references? + +Once I have the plans and specs, I will send them to you so you can adjust +your bid. + +Phillip" +"allen-p/sent/362.","Message-ID: <16373304.1075855714688.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 00:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: EES Gas Desk Happy Hour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Do you have a distribution list to send this to all the traders. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/04/2001 +07:11 AM --------------------------- +To: Fred Lagrasta/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, James W Lewis/HOU/EES@EES +cc: +Subject: EES Gas Desk Happy Hour + +Fred/Phillip/Scott: We are having a happy hour at Sambuca this Thursday, +please be our guests and invite anyone on your desks that would be interested +in meeting some of the new gas desk team. + +http://www.americangreetings.com/pickup.pd?i=172082367&m=1891 + + +Thank you, + +Jess +" +"allen-p/sent/363.","Message-ID: <6232552.1075855714710.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:53:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The assets and liabilities that we are willing to assume are listed below: + +Assets: + +Land +Preliminary Architecture Design-Kipp Flores Architects +Preliminary Engineering-Cuatro Consultants, Ltd. +Soils Study-Kohutek Engineering & Testing, Inc. +Appraisal-Atrium Real Estate Services + + +Liabilities: + +Note to Phillip Allen +Outstanding Invoices to Kipp Flores, Cuatro, and Kohutek + + +Additional Consideration or Concessions + +Forgive interest due +Reimburse $3,500 for appraisal and $2,375 for partial payment to engineer + +Let me know if you need more detail. + +Phillip" +"allen-p/sent/364.","Message-ID: <27133684.1075855714731.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: sara.solorio@enron.com +Subject: Re: Location +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Sara Solorio +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +My location is eb3210C" +"allen-p/sent/365.","Message-ID: <31101047.1075855714758.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 07:51:00 -0700 (PDT) +From: phillip.allen@enron.com +To: monique.sanchez@enron.com +Subject: Enron Center Garage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Monique Sanchez +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/02/2001 +02:49 PM --------------------------- + + +Parking & Transportation@ENRON +03/28/2001 02:07 PM +Sent by: DeShonda Hamilton@ENRON +To: Brad Alford/NA/Enron@Enron, Megan Angelos/Enron@EnronXGate, Suzanne +Adams/HOU/ECT@ECT, John Allario/Enron@EnronXGate, Phillip K +Allen/HOU/ECT@ECT, Irma Alvarez/Enron@EnronXGate, Airam Arteaga/HOU/ECT@ECT, +Berney C Aucoin/HOU/ECT@ECT, Peggy Banczak/HOU/ECT@ECT, Robin +Barbe/HOU/ECT@ECT, Edward D Baughman/Enron@EnronXGate, Pam +Becton/Enron@EnronXGate, Corry Bentley/HOU/ECT@ECT, Patricia +Bloom/Enron@EnronXGate, Sandra F Brawner/HOU/ECT@ECT, Jerry +Britain/Enron@EnronXGate, Lisa Bills/Enron@EnronXGate, Michelle +Blaine/ENRON@enronXgate, Eric Boyt/Corp/Enron@Enron, Cheryl +Arguijo/Enron@EnronXGate, Jeff Ader/HOU/EES@EES, Mark Bernstein/HOU/EES@EES, +Kimberly Brown/HOU/ECT@ECT, Gary Bryan/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Bob Carter/HOU/ECT@ECT, Carol Carter/Enron@EnronXGate, +Carmen Chavira/Enron@EnronXGate, Christopher K Clark/Enron@EnronXGate, Morris +Richard Clark/Enron@EnronXGate, Terri Clynes/HOU/ECT@ECT, Karla +Compean/Enron@EnronXGate, Ruth Concannon/HOU/ECT@ECT, Patrick +Conner/HOU/ECT@ECT, Sheri L Cromwell/Enron@EnronXGate, Edith +Cross/HOU/ECT@ECT, Martin Cuilla/HOU/ECT@ECT, Mike Curry/Enron@EnronXGate, +Michael Danielson/SF/ECT@ECT, Peter del Vecchio/HOU/ECT@ECT, Barbara G +Dillard/Corp/Enron@Enron@ECT, Rufino Doroteo/Enron@EnronXGate, Christine +Drummond/HOU/ECT@ECT, Tom Dutta/HOU/ECT@ECT, Laynie East/Enron@EnronXGate, +John Enerson/HOU/ECT@ECT, David Fairley/Enron@EnronXGate, Nony +Flores/HOU/ECT@ECT, Craig A Fox/Enron@EnronXGate, Julie S +Gartner/Enron@EnronXGate, Maria Garza/HOU/ECT@ECT, Chris Germany/HOU/ECT@ECT, +Monica Butler/Enron@EnronXGate, Chris Clark/NA/Enron@Enron, Christopher +Coffman/Corp/Enron@Enron, Ron Coker/Corp/Enron@Enron, John +Coleman/EWC/Enron@Enron, Nicki Daw/Enron@EnronXGate, Ranabir +Dutt/Enron@EnronXGate, Kurt Eggebrecht/ENRON@enronxgate, Marsha +Francis/Enron@EnronXGate, Robert H George/NA/Enron@Enron, Nancy +Corbet/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Margaret +Doucette/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Maria E +Garcia/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Humberto +Cubillos-Uejbe/HOU/EES@EES, Barton Clark/HOU/ECT@ECT, Ned E +Crady/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stinson Gibner/HOU/ECT@ECT, Stacy +Gibson/Enron@EnronXGate, George N Gilbert/HOU/ECT@ECT, Mathew +Gimble/HOU/ECT@ECT, Barbara N Gray/HOU/ECT@ECT, Alisa Green/Enron@EnronXGate, +Robert Greer/HOU/ECT@ECT, Wayne Gresham/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Linda R Guinn/HOU/ECT@ECT, Cathy L Harris/HOU/ECT@ECT, +Tosha Henderson/HOU/ECT@ECT, Scott Hendrickson/HOU/ECT@ECT, Nick +Hiemstra/HOU/ECT@ECT, Kimberly Hillis/Enron@EnronXGate, Dorie +Hitchcock/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Georgeanne +Hodges/Enron@EnronXGate, Jeff Hoover/HOU/ECT@ECT, Brad Horn/HOU/ECT@ECT, John +House/HOU/ECT@ECT, Joseph Hrgovcic/Enron@EnronXGate, Dan J Hyvl/HOU/ECT@ECT, +Steve Irvin/HOU/ECT@ECT, Rhett Jackson/Enron@EnronXGate, Patrick +Johnson/HOU/ECT@ECT, Amy Jon/Enron@EnronXGate, Tana Jones/HOU/ECT@ECT, Peter +F Keavey/HOU/ECT@ECT, Jeffrey Keenan/HOU/ECT@ECT, Brian +Kerrigan/Enron@EnronXGate, Kyle Kettler/HOU/ECT@ECT, Faith +Killen/Enron@EnronXGate, Joe Gordon/Enron@EnronXGate, Bruce +Harris/NA/Enron@Enron, Chris Herron/Enron@EnronXGate, Melissa +Jones/NA/Enron@ENRON, Lynna Kacal/Enron@EnronXGate, Allan +Keel/Enron@EnronXGate, Mary Kimball/NA/Enron@Enron, Bruce +Golden/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kim +Hickok/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Elizabeth Howley/HOU/EES@EES, +John King/Enron Communications@Enron Communications, Jeff +Kinneman/Enron@EnronXGate, Troy Klussmann/Enron@EnronXGate, Mark +Knippa/HOU/ECT@ECT, Deb Korkmas/HOU/ECT@ECT, Heather Kroll/Enron@EnronXGate, +Kevin Kuykendall/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Andrew H +Lewis/HOU/ECT@ECT, Lindsay Long/Enron@EnronXGate, Blanca A +Lopez/Enron@EnronXGate, Gretchen Lotz/HOU/ECT@ECT, Dan Lyons/HOU/ECT@ECT, +Molly Magee/Enron@EnronXGate, Kelly Mahmoud/HOU/ECT@ECT, David +Marks/HOU/ECT@ECT, Greg Martin/HOU/ECT@ECT, Jennifer Martinez/HOU/ECT@ECT, +Deirdre McCaffrey/HOU/ECT@ECT, George McCormick/Enron@EnronXGate, Travis +McCullough/HOU/ECT@ECT, Brad McKay/HOU/ECT@ECT, Brad +McSherry/Enron@EnronXGate, Lisa Mellencamp/HOU/ECT@ECT, Kim +Melodick/Enron@EnronXGate, Chris Meyer/HOU/ECT@ECT, Mike J +Miller/HOU/ECT@ECT, Don Miller/HOU/ECT@ECT, Patrice L Mims/HOU/ECT@ECT, +Yvette Miroballi/Enron@EnronXGate, Fred Mitro/HOU/ECT@ECT, Eric +Moon/HOU/ECT@ECT, Janice R Moore/HOU/ECT@ECT, Greg Krause/Corp/Enron@Enron, +Steven Krimsky/Corp/Enron@Enron, Shahnaz Lakho/NA/Enron@Enron, Chris +Lenartowicz/Corp/Enron@ENRON, Kay Mann/Corp/Enron@Enron, Judy +Martinez/Enron@EnronXGate, Jesus Melendrez/Enron@EnronXGate, Michael L +Miller/NA/Enron@Enron, Stephanie Miller/Corp/Enron@ENRON, Veronica +Montiel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kenneth Krasny/Enron@EnronXGate, +Janet H Moore/HOU/ECT@ECT, Brad Morse/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Gerald Nemec/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, Mary Ogden/HOU/ECT@ECT, +Sandy Olitsky/HOU/ECT@ECT, Roger Ondreko/Enron@EnronXGate, Ozzie +Pagan/Enron@EnronXGate, Rhonna Palmer/Enron@EnronXGate, Anita K +Patton/HOU/ECT@ECT, Laura R Pena/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, +Debra Perlingiere/HOU/ECT@ECT, John Peyton/HOU/ECT@ECT, Paul +Pizzolato/Enron@EnronXGate, Laura Podurgiel/HOU/ECT@ECT, David +Portz/HOU/ECT@ECT, Joan Quick/Enron@EnronXGate, Dutch Quigley/HOU/ECT@ECT, +Pat Radford/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Robert W Rimbau/HOU/ECT@ECT, +Andrea Ring/HOU/ECT@ECT, Amy Rios/Enron@EnronXGate, Benjamin +Rogers/HOU/ECT@ECT, Kevin Ruscitti/HOU/ECT@ECT, Elizabeth Sager/HOU/ECT@ECT, +Richard B Sanders/HOU/ECT@ECT, Janelle Scheuer/Enron@EnronXGate, Lance +Schuler-Legal/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, Caroline Nugent/Enron@EnronXGate, Richard +Orellana/ENRON@enronXgate, Michelle Parks/Enron@EnronXGate, Steve +Pruett/Enron@EnronXGate, Mitch Robinson/Corp/Enron@Enron, Susan +Musch/Enron@EnronXGate, Larry Pardue/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +Daniel R Rogers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Frank +Sayre/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kevin P Radous/Corp/Enron@Enron, +Tammy R Shepperd/Enron@EnronXGate, Cris Sherman/Enron@EnronXGate, Hunter S +Shively/HOU/ECT@ECT, Lisa Shoemake/HOU/ECT@ECT, James Simpson/HOU/ECT@ECT, +Jeanie Slone/Enron@EnronXGate, Gregory P Smith/Enron@EnronXGate, Susan +Smith/Enron@EnronXGate, Will F Smith/Enron@EnronXGate, Maureen +Smith/HOU/ECT@ECT, Shari Stack/HOU/ECT@ECT, Geoff Storey/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, John Swafford/Enron@EnronXGate, Ron +Tapscott/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, Stephen Thome/HOU/ECT@ECT, +Larry Valderrama/Enron@EnronXGate, Steve Van Hooser/HOU/ECT@ECT, Hope +Vargas/Enron@EnronXGate, Brian Vass/HOU/ECT@ECT, Victoria Versen/HOU/ECT@ECT, +Charles Vetters/HOU/ECT@ECT, Janet H Wallis/HOU/ECT@ECT, Samuel +Wehn/HOU/ECT@ECT, Jason R Wiesepape/HOU/ECT@ECT, Allen Wilhite/HOU/ECT@ECT, +Bill Williams/PDX/ECT@ECT, Stephen Wolfe/Enron@EnronXGate, Stuart +Zisman/HOU/ECT@ECT, George Zivic/HOU/ECT@ECT, Mary Sontag/Enron@EnronXGate, +Eric Thode/Corp/Enron@ENRON, Carl Tricoli/Corp/Enron@Enron, Shiji +Varkey/Enron@EnronXGate, Frank W Vickers/NA/Enron@Enron, Greg +Whiting/Enron@EnronXGate, Becky Young/NA/Enron@Enron, Emily +Adamo/Enron@EnronXGate, Jacqueline P Adams/HOU/ECT@ECT, Janie +Aguayo/HOU/ECT@ECT, Peggy Alix/ENRON@enronXgate, Thresa A Allen/HOU/ECT@ECT, +Sherry Anastas/HOU/ECT@ECT, Kristin Armstrong/Enron@EnronXGate, Veronica I +Arriaga/HOU/ECT@ECT, Susie Ayala/HOU/ECT@ECT, Natalie Baker/HOU/ECT@ECT, +Michael Barber/Enron@EnronXGate, Gloria G Barkowsky/HOU/ECT@ECT, Wilma +Bleshman/Enron@EnronXGate, Dan Bruce/Enron@EnronXGate, Richard +Burchfield/Enron@EnronXGate, Anthony Campos/HOU/ECT@ECT, Sylvia A +Campos/HOU/ECT@ECT, Betty Chan/Enron@EnronXGate, Jason +Chumley/Enron@EnronXGate, Marilyn Colbert/HOU/ECT@ECT, Audrey +Cook/HOU/ECT@ECT, Diane H Cook/HOU/ECT@ECT, Magdelena Cruz/Enron@EnronXGate, +Bridgette Anderson/Corp/Enron@ENRON, Walt Appel/ENRON@enronXgate, David +Berberian/Enron@EnronXGate, Sherry Butler/Enron@EnronXGate, Rosie +Castillo/Enron@EnronXGate, Christopher B Clark/Corp/Enron@Enron, Patrick +Davis/Enron@EnronXGate, Larry Cash/Enron Communications@Enron Communications, +Mathis Conner/Enron@EnronXGate, Lawrence R Daze/Enron@EnronXGate, Rhonda L +Denton/HOU/ECT@ECT, Bradley Diebner/Enron@EnronXGate, Anna M +Docwra/HOU/ECT@ECT, Kenneth D'Silva/HOU/ECT@ECT, Karen Easley/HOU/ECT@ECT, +Kenneth W Ellerman/Enron@EnronXGate, Allen Elliott/Enron@EnronXGate, Rene +Enriquez/Enron@EnronXGate, Soo-Lian Eng Ervin/Enron@EnronXGate, Irene +Flynn/HOU/ECT@ECT, Christopher Funk/Enron@EnronXGate, Jim +Fussell/Enron@EnronXGate, Clarissa Garcia/HOU/ECT@ECT, Lisa +Gillette/HOU/ECT@ECT, Carolyn Gilley/HOU/ECT@ECT, Gerri Gosnell/HOU/ECT@ECT, +Jeffrey C Gossett/HOU/ECT@ECT, Michael Guadarrama/Enron@EnronXGate, Victor +Guggenheim/HOU/ECT@ECT, Cynthia Hakemack/HOU/ECT@ECT, Kenneth M +Harmon/Enron@EnronXGate, Susan Harrison/Enron@EnronXGate, Elizabeth L +Hernandez/HOU/ECT@ECT, Meredith Homco/HOU/ECT@ECT, Alton Honore/HOU/ECT@ECT, +Roberto Deleon/Enron@EnronXGate, Jay Desai/HR/Corp/Enron@ENRON, Hal +Elrod/Enron@EnronXGate, Paul Finken/Enron@EnronXGate, Brenda +Flores-Cuellar/Enron@EnronXGate, Irma Fuentes/Enron@EnronXGate, Jim +Gearhart/Enron@EnronXGate, Camille Gerard/Corp/Enron@ENRON, Sharon +Gonzales/NA/Enron@ENRON, Carolyn Graham/Enron@EnronXGate, Thomas D +Gros/Enron@EnronXGate, Sam Guerrero/Enron@EnronXGate, Andrew +Hawthorn/Enron@EnronXGate, Katherine Herrera/Corp/Enron@ENRON, Christopher +Ducker/Enron@EnronXGate, Jarod Jenson/Enron@EnronXGate, Wenyao +Jia/Enron@EnronXGate, Kam Keiser/HOU/ECT@ECT, Katherine L Kelly/HOU/ECT@ECT, +William Kelly/HOU/ECT@ECT, Dawn C Kenne/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, +Victor Lamadrid/HOU/ECT@ECT, Karen Lambert/HOU/ECT@ECT, Jenny +Latham/HOU/ECT@ECT, Jonathan Le/Enron@EnronXGate, Lisa Lees/HOU/ECT@ECT, Kori +Loibl/HOU/ECT@ECT, Duong Luu/Enron@EnronXGate, Shari Mao/HOU/ECT@ECT, David +Maxwell/Enron@EnronXGate, Mark McClure/HOU/ECT@ECT, Doug +McDowell/Enron@EnronXGate, Gregory McIntyre/Enron@EnronXGate, Darren +McNair/Enron@EnronXGate, Keith Meurer/Enron@EnronXGate, Jackie +Morgan/HOU/ECT@ECT, Melissa Ann Murphy/HOU/ECT@ECT, Gary Nelson/HOU/ECT@ECT, +Michael Neves/Enron@EnronXGate, Joanie H Ngo/HOU/ECT@ECT, Thu T +Nguyen/HOU/ECT@ECT, Angela Hylton/Enron@EnronXGate, Jeff +Johnson/Enron@EnronXGate, Laura Johnson/Enron@EnronXGate, Robert W +Jones/Enron@EnronXGate, Kara Knop/Enron@EnronXGate, John +Letvin/Enron@EnronXGate, Kathy Link/Enron@EnronXGate, Teresa +McOmber/NA/Enron@ENRON, James Moore/Enron@EnronXGate, Jennifer +Nguyen/Corp/Enron@ENRON, ThuHa Nguyen/Enron@EnronXGate, George +Nguyen/Enron@EnronXGate, Reina Mendez/Enron@EnronXGate, Frank Karbarz/Enron +Communications@Enron Communications, William May/Enron Communications@Enron +Communications, John Norden/Enron@EnronXGate, Kimberly S Olinger/HOU/ECT@ECT, +Richard Pinion/HOU/ECT@ECT, Bryan Powell/Enron@EnronXGate, Phillip C. +Randle/Enron@EnronXGate, Leslie Reeves/HOU/ECT@ECT, Stacey +Richardson/HOU/ECT@ECT, Drew Ries/Enron@EnronXGate, Jose Ruiz/MAD/ECT@ECT, +Tammie Schoppe/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Sherlyn +Schumack/HOU/ECT@ECT, Susan M Scott/HOU/ECT@ECT, Stephanie Sever/HOU/ECT@ECT, +Russ Severson/HOU/ECT@ECT, John Shupak/Enron@EnronXGate, Bruce +Smith/Enron@EnronXGate, George F Smith/HOU/ECT@ECT, Will F +Smith/Enron@EnronXGate, Mary Solmonson/Enron@EnronXGate, Sai +Sreerama/HOU/ECT@ECT, Mechelle Stevens/HOU/ECT@ECT, Patti +Sullivan/HOU/ECT@ECT, Robert Superty/HOU/ECT@ECT, Michael +Swaim/Enron@EnronXGate, Janette Oquendo/Enron@EnronXGate, Ryan +Orsak/ENRON@enronXgate, Mark Palmer/Corp/Enron@ENRON, Michael K +Patrick/Enron@EnronXGate, John Pavetto/Enron@EnronXGate, Catherine +Pernot/Enron@EnronXGate, John D Reese/Enron@EnronXGate, Sandy +Rivas/Enron@EnronXGate, Sean Sargent/Enron@EnronXGate, Vanessa +Schulte/Enron@EnronXGate, Rex Shelby/Enron@EnronXGate, Jeffrey +Snyder/Enron@EnronXGate, Joe Steele/Enron@EnronXGate, Omar +Taha/Enron@EnronXGate, Diana Peters/Enron@EnronXGate@ENRON_DEVELOPMENt, Harry +Swinton/Enron@EnronXGate, James Post/Enron Communications@Enron +Communications, Mable Tang/Enron@EnronXGate, Sheri Thomas/HOU/ECT@ECT, +Alfonso Trabulsi/HOU/ECT@ECT, Susan D Trevino/HOU/ECT@ECT, Connie +Truong/Enron@EnronXGate, Khadiza Uddin/Enron@EnronXGate, Adarsh +Vakharia/HOU/ECT@ECT, Rennu Varghese/Enron@EnronXGate, Kimberly +Vaughn/HOU/ECT@ECT, Judy Walters/HOU/ECT@ECT, Mary +Weatherstone/Enron@EnronXGate, Stacey W White/HOU/ECT@ECT, Jason +Williams/HOU/ECT@ECT, Scott Williamson/Enron@EnronXGate, O'Neal D +Winfree/HOU/ECT@ECT, Jeremy Wong/Enron@EnronXGate, Rita Wynne/HOU/ECT@ECT, +Steve Tenney/Enron@EnronXGate, Todd Thelen/Enron@EnronXGate, N Jessie +Wang/Enron@EnronXGate, Gwendolyn Williams/ENRON@enronXgate, Dejoun +Windless/Corp/Enron@ENRON, Jeanne Wukasch/Corp/Enron@ENRON, Lisa +Yarbrough/Enron@EnronXGate, Will Zamer/Enron@EnronXGate, Ned +Higgins/HOU/ECT@ECT, Saji John/Enron Communications@Enron Communications, +Francisco Pinto Leite/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Barry +Tycholiz/NA/Enron@ENRON, Bob M Hall/NA/Enron@Enron, Pamela +Brown/NA/Enron@Enron, Gerri Gosnell/HOU/ECT@ECT +cc: Louis Allen/EPSC/HOU/ECT@ECT, Raquel Lopez/Corp/Enron@ENRON +Subject: Enron Center Garage + +The Enron Center garage will be opening very soon. + +Employees who work for business units that are scheduled to move to the new +building and currently park in the Allen Center or Met garages are being +offered a parking space in the new Enron Center garage. + +This is the only offer you will receive during the initial migration to the +new garage. Spaces will be filled on a first come first served basis. The +cost for the new garage will be the same as Allen Center garage which is +currently $165.00 per month, less the company subsidy, leaving a monthly +employee cost of $94.00. + +If you choose not to accept this offer at this time, you may add your name to +the Enron Center garage waiting list at a later day and offers will be made +as spaces become available. + +The Saturn Ring that connects the garage and both buildings will not be +opened until summer 2001. All initial parkers will have to use the street +level entrance to Enron Center North until Saturn Ring access is available. +Garage stairways next to the elevator lobbies at each floor may be used as an +exit in the event of elevator trouble. + +If you are interested in accepting this offer, please reply via email to +Parking and Transportation as soon as you reach a decision. Following your +email, arrangements will be made for you to turn in your old parking card and +receive a parking transponder along with a new information packet for the new +garage. + +The Parking and Transportation desk may be reached via email at Parking and +Transportation/Corp/Enron or 713-853-7060 with any questions. + +(You must enter & exit on Clay St. the first two weeks, also pedestrians, +will have to use the garage stairwell located on the corner of Bell & Smith.) + + + + + + + + + +" +"allen-p/sent/366.","Message-ID: <4360728.1075855714780.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +https://www4.rsweb.com/61045/" +"allen-p/sent/367.","Message-ID: <7886021.1075855714801.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 04:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques + +I am out of the office for the rest of the week. Have you ever seen anyone +miss as much work as I have in the last 6 weeks? I assure you this is +unusual for me. +Hopefully we can sign some documents on Monday. Call me on my cell phone if +you need me. + +Phillip" +"allen-p/sent/368.","Message-ID: <353335.1075855714823.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 03:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +I am still reviewing the numbers but here are some initial thoughts. + +Are you proposing a cost plus contract with no cap? + +What role would you play in obtaining financing? Any experience with FHA +221(d) loans? + +Although your fees are lower than George and Larry I am still getting market +quotes lower yet. I have received estimates structured as follows: + + 5% - onsite expenses, supervision, clean up, equipment + 2%- overhead + 4%- profit + +I just wanted to give you this initial feedback. I have also attached an +extremely primitive spreadsheet to outline the project. As you can see even +reducing the builders fees to the numbers above the project would only +generate $219,194 of cash flow for a return of 21%. I am not thrilled about +such a low return. I think I need to find a way to get the total cost down +to $10,500,000 which would boost the return to 31%. Any ideas? + +I realize that you are offering significant development experience plus you +local connections. I am not discounting those services. I will be out of +the office for the rest of the week, but I will call you early next week. + +Phillip + + + + + +" +"allen-p/sent/369.","Message-ID: <32932870.1075855714845.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:17 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/sent/37.","Message-ID: <1292885.1075855680564.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: Approval for Plasma Screens +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + +I spoke to Jeff. He said he would not pay anything. I am waiting for John to +be in a good mood to ask. What is plan B? + +Phillip" +"allen-p/sent/370.","Message-ID: <22399961.1075855714867.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: scfatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scfatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:10 AM --------------------------- + + + on 03/29/2001 07:58:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/sent/371.","Message-ID: <28983386.1075855714889.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: Nondeliverable mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +10:03 AM --------------------------- + + + on 03/29/2001 07:36:51 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Nondeliverable mail + + +------Transcript of session follows ------- +scsatkfa@caprock.net +The user's email name is not found. + + + +Received: from postmaster.enron.com ([192.152.140.9]) by mail1.caprock.net +with Microsoft SMTPSVC(5.5.1877.197.19); Thu, 29 Mar 2001 09:36:49 -0600 +Received: from mailman.enron.com (mailman.enron.com [192.168.189.66]) by +postmaster.enron.com (8.8.8/8.8.8/postmaster-1.00) with ESMTP id PAB09150 for +; Thu, 29 Mar 2001 15:42:03 GMT +From: Phillip.K.Allen@enron.com +Received: from nahou-msmsw03px.corp.enron.com ([172.28.10.39]) by +mailman.enron.com (8.10.1/8.10.1/corp-1.05) with ESMTP id f2TFg2L03725 for +; Thu, 29 Mar 2001 09:42:02 -0600 (CST) +Received: from ene-mta01.enron.com (unverified) by +nahou-msmsw03px.corp.enron.com (Content Technologies SMTPRS 4.1.5) with ESMTP +id for +; Thu, 29 Mar 2001 09:42:04 -0600 +To: scsatkfa@caprock.net +Date: Thu, 29 Mar 2001 09:41:58 -0600 +Message-ID: +X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.6 |December +14, 2000) at 03/29/2001 09:38:28 AM +MIME-Version: 1.0 +Content-type: multipart/mixed ; +Boundary=""0__=86256A1E00535FA28f9e8a93df938690918c86256A1E00535FA2"" +Content-Disposition: inline +Return-Path: Phillip.K.Allen@enron.com + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More +cabinets, maybe a different shaped island, and a way to enlarge the pantry. +Reagan +suggested that I find a way to make the exterior more attractive. I want +to keep a simple roof line to avoid leaks, but I was thinking about +bringing the left +side forward in the front of the house and place 1 gable in the front. +That might look good if the exterior was stone and stucco. Also the front +porch would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead +and have the plans done so I can spec out all the finishings and choose a +builder. +I just wanted to give you the opportunity to do the work. As I mentioned +my alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM + +To: phillip.k.allen@enron.com +cc: +Subject: + +(See attached file: F828FA00.PDF) + + + - F828FA00.PDF +" +"allen-p/sent/372.","Message-ID: <14087788.1075855714911.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: scsatkfa@caprock.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: scsatkfa@caprock.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Cary, + +Here is the picture of the house I have in mind. I was going for a simple +farmhouse style to place on 5 acres near Wimberley. + +A few points that might not be obvious from the plans are: + +There will be a double porch across the back just like the front +No dormers (Metal roof) +1/2 bath under stairs +Overall dimensions are 55 by 40 + + +What I am looking for is a little design help in the kitchen. More cabinets, +maybe a different shaped island, and a way to enlarge the pantry. Reagan +suggested that I find a way to make the exterior more attractive. I want to +keep a simple roof line to avoid leaks, but I was thinking about bringing the +left +side forward in the front of the house and place 1 gable in the front. That +might look good if the exterior was stone and stucco. Also the front porch +would +be smaller. + +I have 3 bids from builders all around $325,000. I am ready to go ahead and +have the plans done so I can spec out all the finishings and choose a builder. +I just wanted to give you the opportunity to do the work. As I mentioned my +alternative is $0.60/ft. I thought that since I had a such a detailed +sketch, you might consider the job for less than the $6,000 that Reagan +allowed. + +Phillip Allen +713-853-7041 + + + + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/29/2001 +09:10 AM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/sent/373.","Message-ID: <13386349.1075855714932.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 23:13:00 -0800 (PST) +From: phillip.allen@enron.com +To: barry.tycholiz@enron.com +Subject: Re: Opening Day - Baseball Tickets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +no problem" +"allen-p/sent/374.","Message-ID: <1901975.1075855714954.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 08:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Thank you for the quick response on the bid for the residence. Below is a +list of questions on the specs: + +1. Is the framing Lumber #2 yellow pine? Wouldn't fir or spruce warp less +and cost about the same? + +2. What type of floor joist would be used? 2x12 or some sort of factory +joist? + +3. What type for roof framing? On site built rafters? or engineered trusses? + +4. Are you planning for insulation between floors to dampen sound? What +type of insulation in floors and ceiling? Batts or blown? Fiberglass or +Cellulose? + +5. Any ridge venting or other vents (power or turbine)? + +6. Did you bid for interior windows to have trim on 4 sides? I didn't know +the difference between an apron and a stool. + +7. Do you do anything special under the upstairs tile floors to prevent +cracking? Double plywood or hardi board underlay? + +8. On the stairs, did you allow for a bannister? I was thinking a partial +one out of iron. Only about 5 feet. + +9. I did not label it on the plan, but I was intending for a 1/2 bath under +the stairs. A pedestal sink would probably work. + +10. Are undermount sinks different than drop ins? I was thinking undermount +stainless in kitchen and undermount cast iron in baths. + +11. 1 or 2 A/C units? I am assuming 2. + +12. Prewired for sound indoors and outdoors? + +13. No door and drawer pulls on any cabinets or just bath cabinets? + +14. Exterior porches included in bid? Cedar decking on upstairs? Iron +railings? + +15. What type of construction contract would you use? Fixed price except +for change orders? + +I want to get painfully detailed with the specs before I make a decision but +this is a start. I think I am ready to get plans drawn up. I am going to +call Cary Kipp to +see about setting up a design meeting to see if I like his ideas. + +Phillip +I + + " +"allen-p/sent/375.","Message-ID: <22684555.1075855714975.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Jacques has sent a document to Claudia for your review. Just dropping you a +line to confirm that you have seen it. + +Phillip" +"allen-p/sent/376.","Message-ID: <13860203.1075855714998.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 01:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Would it be ok if I signed new consulting agreements with the engineer and +architect? They have both sent me agreements. The only payment +that George and Larry had made was $2,350 to the architect. I have written +personal checks in the amounts of $25,000 to the architect and $13,950 to the +engineer. +I was wondering if the prior work even needs to be listed as an asset of the +partnership. + +I would like for the agreements with these consultants to be with the +partnership not with me. Should I wait until the partnership has been +conveyed to sign in the name of the partnership. + +Let me know what you think. + +Phillip +" +"allen-p/sent/377.","Message-ID: <13577590.1075855715019.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 06:29:00 -0800 (PST) +From: phillip.allen@enron.com +To: dennisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: dennisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +02:29 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/sent/378.","Message-ID: <28429716.1075855715041.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 04:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: denisjr@ev1.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: denisjr@ev1.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/27/2001 +12:06 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/sent/379.","Message-ID: <3130081.1075855715063.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 03:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Here are my comments and questions on the cost estimates: + +Cost per square foot seem too low for construction $33.30/sf (gross)/$36/sf +(rentable) + +What do the cost for On-Site General Requirements ( $299,818) represent? + +Will you review the builders profit and fees with me again? You mentioned 2% +overhead, 3 % ???, and 5% profit. + +Why is profit only 4%? + +Why are the architect fees up to $200K. I thought they would be $80K. + +What is the $617K of profit allowance? Is that the developers profit to +boost loan amount but not a real cost? + +Total Closing and Application costs of 350K? That seems very high? Who +receives the 2 points? How much will be sunk costs if FHA declines us? + +Where is your 1%? Are you receiving one of the points on the loan? + +What is the status on the operating pro forma? My back of the envelope puts +NOI at $877K assuming 625/1BR, 1300/3BR, 950/2BR, 5% vacancy, and 40% +expenses. After debt service that would only leave $122K. The coverage +would only be 1.16. + +Talk to you this afternoon. + +Phillip + +" +"allen-p/sent/38.","Message-ID: <19801488.1075855680585.JavaMail.evans@thyme> +Date: Tue, 31 Oct 2000 04:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: anne.bike@enron.com +Subject: November fixed-price deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Anne Bike +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/31/2000 +12:11 PM --------------------------- + + +liane_kucher@mcgraw-hill.com on 10/31/2000 09:57:05 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: November fixed-price deals + + + + +Phil, +Thanks so much for pulling together the November bidweek information for the +West and getting it to us with so much detail well before our deadline. Please +call me if you have any questions, comments, and/or concerns about bidweek. + +Liane Kucher, Inside FERC Gas Market Report +202-383-2147 + + +" +"allen-p/sent/380.","Message-ID: <27484325.1075855715084.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 09:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: Re: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Grif, + +Please provide a temporary id + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +05:04 PM --------------------------- + + +Dexter Steis on 03/26/2001 02:22:41 PM +To: Phillip.K.Allen@enron.com +cc: +Subject: Re: NGI access to eol + + +Hi Phillip, + +It's that time of month again, if you could be so kind. + +Thanks, + +Dexter + +***************************** +Dexter Steis +Executive Publisher +Intelligence Press, Inc. +22648 Glenn Drive Suite 305 +Sterling, VA 20164 +tel: (703) 318-8848 +fax: (703) 318-0597 +http://intelligencepress.com +http://www.gasmart.com +****************************** + + +At 09:57 AM 1/26/01 -0600, you wrote: + +>Dexter, +> +>You should receive a guest id shortly. +> +>Phillip + +" +"allen-p/sent/381.","Message-ID: <18752445.1075855715106.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Mike is fine with signing a new contract (subject to reading the terms, of +course). He prefers to set strikes over a 3 month period. His existing +contract pays him a retention payment of $55,000 in the next week. He still +wants to receive this payment. + +Phillip" +"allen-p/sent/382.","Message-ID: <29133936.1075855715127.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + + Here is a photograhph of the house I have in mind. + + Specific features include: + + Stained and scored concrete floors downstairs + Wood stairs + Two story porches on front and rear + Granite counters in kitchens and baths + Tile floors in upstairs baths + Metal roof w/ gutters (No dormers) + Cherry or Maple cabinets in kitchen & baths + Solid wood interior doors + Windows fully trimmed + Crown molding in downstairs living areas + 2x6 wall on west side + + Undecided items include: + + Vinyl or Aluminum windows + Wood or carpet in upstairs bedrooms and game room + Exterior stucco w/ stone apron and window trim or rough white brick on 3-4 +sides + + + I have faxed you the floor plans. The dimensions may be to small to read. +The overall dimensions are 55' X 40'. For a total of 4400 sq ft under roof, +but + only 3800 of livable space after you deduct the garage. + + Are there any savings in the simplicity of the design? It is basically a +box with a simple roof + line. Call me if you have any questions. 713-853-7041. + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +12:07 PM --------------------------- + + +Hunter S Shively +03/26/2001 10:01 AM +To: phillip.k.allen@enron.com +cc: +Subject: + + +" +"allen-p/sent/383.","Message-ID: <27806329.1075855715150.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Something that I forgot to ask you. Do you know if Hugo is planning to +replatt using an administrative process which I understand is quicker than +the full replatting process of 3 weeks? + +Also let me know about the parking. The builder in San Marcos believed the +plan only had 321 parking spots but would require 382 by code. The townhomes +across the street have a serious parking problem. They probably planned for +the students to park in the garages but instead they are used as extra rooms. + +Phillip" +"allen-p/sent/384.","Message-ID: <28413275.1075855715172.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 04:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: jess.hewitt@enron.com +Subject: Re: Derek Kelly +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jess Hewitt +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +keith holst sent you an email with the details." +"allen-p/sent/385.","Message-ID: <28804485.1075855715193.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 02:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: Purchase and Sale Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +The agreement looks fine. My only comment is that George and Larry might +object to the language that ""the bank that was requested to finance the +construction of the project declined to make the loan based on the high costs +of the construction of the Project"". Technically, that bank lowered the +loan amount based on lower estimates of rents which altered the amount of +equity that would be required. + +Did I loan them $1,300,000? I thought it was less. + +Regarding Exhibit A, the assets include: the land, architectural plans, +engineering completed, appraisal, and soils study. Most of these items are +in a state of partial completion by the consultants. I have been speaking +directly to the architect, engineer, and soils engineer. I am unclear on +what is the best way to proceed with these consultants. + +The obligations should include the fees owed to the consultants above. Do we +need to list balances due or just list the work completed as an asset and +give consideration of $5,875 for the cash paid to the engineer and appraisor. + +Phillip" +"allen-p/sent/386.","Message-ID: <27203074.1075855715215.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 02:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com, frank.ermis@enron.com +Subject: Current Gas Desk List +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/26/2001 +10:03 AM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Current Gas Desk List + +Hope this helps! This is the current gas desk list that I have in my +personal address book. Call me with any questions. + +Erika +GROUP: East Desk + + +Basics: +Group name: East Desk +Group type: Multi-purpose +Description: +Members: Matthew B Fleming/HOU/EES +James R Barker/HOU/EES +Barend VanderHorst/HOU/EES +Jay Blaine/HOU/EES +Paul Tate/HOU/EES +Alain Diza/HOU/EES +Rhonda Smith/HOU/EES +Christina Bangle/HOU/EES +Sherry Pendegraft/HOU/EES +Marde L Driscoll/HOU/EES +Daniel Salinas/HOU/EES +Sharon Hausinger/HOU/EES +Joshua Bray/HOU/EES +James Wiltfong/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +GROUP: West Desk + + +Basics: +Group name: West Desk +Group type: Multi-purpose +Description: +Members: Jesus Guerra/HOU/EES +Monica Roberts/HOU/EES +Laura R Arnold/HOU/EES +Amanda Boettcher/HOU/EES +C Kyle Griffin/HOU/EES +Jess Hewitt/HOU/EES +Artemio Muniz/HOU/EES +Eugene Zeitz/HOU/EES +Brandon Whittaker/HOU/EES +Roland Aguilar/HOU/EES +Ruby Robinson/HOU/EES +Roger Reynolds/HOU/EES +David Coolidge/HOU/EES +Joseph Des Champs/HOU/EES +Kristann Shireman/HOU/EES + + +Owners: Erika Dupre/HOU/EES +Administrators: Erika Dupre/HOU/EES +Foreign directory sync allowed: Yes + + +" +"allen-p/sent/387.","Message-ID: <22941010.1075855715236.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 00:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + +Try bmckay@enron.com or Brad.McKay@enron.com" +"allen-p/sent/388.","Message-ID: <29147063.1075855715258.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 23:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Buyout +Cc: jacquestc@aol.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jacquestc@aol.com +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: jacquestc@aol.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Jacques has been working with Claudia. I will check his progress this +morning and let you know. + +Phillip" +"allen-p/sent/389.","Message-ID: <13543442.1075855715280.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +just a note to let you know I will be out of the office Wed(3/21) until +Thurs(3/23). The kids are on spring break. I will be in San Marcos and you +can reach me on my cell phone 713-410-4679 or email pallen70@hotmail.com. + +I was planning on stopping by to see Hugo Elizondo on Thursday to drop off a +check and give him the green light to file for replatting. What will change +if we want to try and complete the project in phases. Does he need to change +what he is going to submit to the city. + +I spoke to Gordon Kohutek this morning. He was contracted to complete the +soils study. He says he will be done with his report by the end of the +week. I don't know who needs this report. I told Gordon you might call to +inquire about what work he performed. His number is 512-930-5832. + +We spoke on the phone about most of these issues. + +Talk to you later. + +Phillip" +"allen-p/sent/39.","Message-ID: <10768151.1075855680607.JavaMail.evans@thyme> +Date: Mon, 30 Oct 2000 01:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: ERMS / RMS Databases +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/30/2000 +09:14 AM --------------------------- + + + Enron Technology + + From: Stephen Stock 10/27/2000 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: ERMS / RMS Databases + +Phillip, + +It looks as though we have most of the interim hardware upgrades in the +building now, although we are still expecting a couple of components to +arrive on Monday. + +The Unix Team / DBA Team and Applications team expect to have a working test +server environment on Tuesday. If anything changes, I'll let you know. + +best regards + +Steve Stock +" +"allen-p/sent/390.","Message-ID: <24917543.1075855715301.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: RE: Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Here is Larry Lewter's response to my request for more documentation to +support the $15,000. As you will read below, it is no longer an issue. I +think that was the last issue to resolve. + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +11:45 AM --------------------------- + + +""Larry Lewter"" on 03/19/2001 09:10:33 AM +To: +cc: +Subject: RE: Buyout + + +Phillip, the title company held the $15,000 in escrow and it has been +returned. It is no longer and issue. +Larry + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Monday, March 19, 2001 8:45 AM +To: llewter@austin.rr.com +Subject: Re: Buyout + + + +Larrry, + +I realize you are disappointed about the project. It is not my desire for +you to be left with out of pocket expenses. The only item from your list +that I need further +clarification is the $15,000 worth of extensions. You mentioned that this +was applied to the cost of the land and it actually represents your cash +investment in the land. I agree that you should be refunded any cash +investment. My only request is that you help me locate this amount on the +closing statement or on some other document. + +Phillip + + +" +"allen-p/sent/391.","Message-ID: <29850580.1075855715323.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 02:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ina, + +Can you help me approve this request? + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/19/2001 +09:53 AM --------------------------- + + +ARSystem on 03/16/2001 05:15:12 PM +To: ""phillip.k.allen@enron.com"" +cc: +Subject: Your Approval is Overdue: Access Request for mike.grigsby@enron.com + + +This request has been pending your approval for 9 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000021442&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000021442 +Request Create Date : 3/2/01 8:27:00 AM +Requested For : mike.grigsby@enron.com +Resource Name : Market Data Bloomberg +Resource Type : Applications + + + + + +" +"allen-p/sent/392.","Message-ID: <26392026.1075855715345.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Still trying to close the loop on the $15,000 of extensions. Assuming that +it is worked out today or tomorrow, I would like to get whatever documents +need to be +completed to convey the partnership done. I need to work with the engineer +and architect to get things moving. I am planning on writing a personal +check to the engineer while I am setting up new accounts. Let me know if +there is a reason I should not do this. + +Thanks for all your help so far. Between your connections and expertise in +structuring the loan, you saved us from getting into a bad deal. + +Phillip" +"allen-p/sent/393.","Message-ID: <14758761.1075855715366.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larrry, + +I realize you are disappointed about the project. It is not my desire for +you to be left with out of pocket expenses. The only item from your list +that I need further +clarification is the $15,000 worth of extensions. You mentioned that this +was applied to the cost of the land and it actually represents your cash +investment in the land. I agree that you should be refunded any cash +investment. My only request is that you help me locate this amount on the +closing statement or on some other document. + +Phillip" +"allen-p/sent/394.","Message-ID: <16142514.1075855715387.JavaMail.evans@thyme> +Date: Fri, 16 Mar 2001 04:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +I think we reached an agreement with George and Larry to pick up the items of +value and not pay any fees for their time. It looks as if we will be able to +use everything they have done (engineering, architecture, survey, +appraisal). One point that is unclear is they claim that the $15,000 in +extensions that they paid was applied to the purchase price of the land like +earnest money would be applied. I looked at the closing statements and I +didn't see $15,000 applied against the purchase price. Can you help clear +this up. + +Assuming we clear up the $15,000, we need to get the property released. +Keith and I are concerned about taking over the Bishop Corner partnership and +the risk that there could be undisclosed liabilities. On the other hand, +conveyance of the partnership would be a time and money saver if it was +clean. What is your inclination? + +Call as soon as you have a chance to review. + +Phillip" +"allen-p/sent/395.","Message-ID: <19653093.1075855715409.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:42:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: Matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +03:41 PM --------------------------- + + +Mike Grigsby +03/14/2001 07:32 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Matt Smith + +Let's talk to Matt about the forecast sheets for Socal and PG&E. He needs to +work on the TW sheet as well. Also, I would like him to create a sheet on +pipeline expansions and their rates and then tie in the daily curves for the +desk to use. + +Mike +" +"allen-p/sent/396.","Message-ID: <33260554.1075855715430.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 07:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll. + +My only questions are about #18, #25, and #37 missed rent. Any special +reasons? + +It looks like there are five vacancies #2,12,20a,35,40. If you want to run +an ad in the paper with a $50 discount that is fine. +I will write you a letter of recommendation. When do you need it? You can +use me as a reference. In the next two weeks we should really have a good +idea whether the sale is going through. + +Phillip" +"allen-p/sent/397.","Message-ID: <26848912.1075855715451.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: todd.burke@enron.com +Subject: Re: Confidential Employee Information/Lenhart +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Todd Burke +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I also need to know the base salaries of Jay Reitmeyer and Monique Sanchez. +They are doing the same job as Matt." +"allen-p/sent/398.","Message-ID: <9677889.1075855715473.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Behind the Stage Two +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jeff.richter@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +02:22 PM --------------------------- + + +""Arthur O'Donnell"" on 03/15/2001 11:35:55 AM +Please respond to aod@newsdata.com +To: Western.Price.Survey.contacts@ren-10.cais.net +cc: Fellow.power.reporters@ren-10.cais.net +Subject: Behind the Stage Two + + +FYI Western Price Survey Contacts + +Cal-ISO's declaration of Stage Two alert this morning was triggered +in part by decision of Bonneville Power Administration to cease +hour-to-hour sales into California of between 600 MW and 1,000 +MW that it had been making for the past week. According to BPA, +it had excess energy to sell as a result of running water to meet +biological opinion flow standards, but it has stopped doing so in +order to allow reservoirs to fill from runoff. The agency said it had +been telling California's Department of Water Resources that the +sales could cease at any time, and this morning they ended. + +Cal-ISO reported about 1,600 MW less imports today than +yesterday, so it appears other sellers have also cut back. +Yesterday, PowerEx said it was not selling into California because +of concerns about its water reserves. BPA said it is still sending +exchange energy into California, however. + +More details, if available, will be included in the Friday edition of the +Western Price Survey and in California Energy Markets newsletter. +" +"allen-p/sent/399.","Message-ID: <17956473.1075855715495.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 06:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: kim.bolton@enron.com +Subject: RE: PERSONAL AND CONFIDENTIAL COMPENSATION INFORMATION +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kim Bolton +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the information. It would be helpful if you would send the +detailed worksheet that you mentioned. + +I am surprised to hear that the only restricted shares left are the ones +granted this January. I have always elected to defer any distributions of +restricted stock. I believe I selected the minimum amount required to be +kept in enron stock (50%). Are you saying that all the previous grants have +fully vested and been distributed to my deferral account? + +Thank you for looking into this issue. + +Phillip" +"allen-p/sent/4.","Message-ID: <28088030.1075855679849.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 06:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: Re: (No Subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + The kids are into typical toys and games. Justin likes power +ranger stuff. Kelsey really likes art. Books would also be good. + + We are spending Christmas in Houston with Heather's sister. We +are planning to come to San Marcos for New Years. + + How long will you stay? what are your plans? Email me with +latest happenings with you in the big city. + +keith" +"allen-p/sent/40.","Message-ID: <21271093.1075855680628.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: +Cc: robert.badeer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.badeer@enron.com +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: Robert Badeer +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/27/2000 +10:47 AM --------------------------- + + + + From: Phillip K Allen 10/27/2000 08:30 AM + + +To: Jeff Richter/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT +cc: +Subject: + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip +" +"allen-p/sent/400.","Message-ID: <5880706.1075855715516.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood M/F +Cc: djack@keyad.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: djack@keyad.com +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: djack@keyad.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/15/2001 +12:38 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/15/2001 10:06:15 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood M/F + + + + + +(See attached file: outline.doc) + + +(See attached file: MAPTTRA.xls) + + +(Sample checklist of items needed for closing. We have received some of the +items to date) + +(See attached file: Checklist.doc) + + + - outline.doc + - MAPTTRA.xls + - Checklist.doc +" +"allen-p/sent/401.","Message-ID: <19225911.1075855715538.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 23:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Somehow my email account lost the rentroll you sent me on Tuesday. Please +resend it and I will roll it for this week this morning. + +Phillip" +"allen-p/sent/402.","Message-ID: <714570.1075855715559.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 11:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +06:51 PM --------------------------- + + + + From: Keith Holst 03/14/2001 04:30 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + +" +"allen-p/sent/403.","Message-ID: <30862053.1075855715581.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:02 PM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/sent/404.","Message-ID: <14121196.1075855715603.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +04:01 PM --------------------------- + + + + From: Phillip K Allen 03/14/2001 09:49 AM + + +To: Jacquestc@aol.com +cc: +Subject: + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. + + +" +"allen-p/sent/405.","Message-ID: <4452937.1075855715625.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com, djack@keyad.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com, djack@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + +Today I finally received some information on the status of the work done to +date. I spoke to Hugo Alexandro at Cuatro Consultants. The property is +still in two parcels. Hugo has completed a platt to combine into one lot +and is ready to submit it to the city of San Marcos. He has also completed a +topographical survey and a tree survey. In addition, he has begun to +coordinate with the city on the replatting and a couple of easements on the +smaller parcel, as well as, beginning the work on the grading. Hugo is going +to fax me a written letter of the scope of work he has been engaged to +complete. The total cost of his services are estimated at $38,000 of which +$14,000 are due now for work completed. + +We are trying to resolve the issues of outstanding work and bills incurred by +the original developer so we can obtain the title to the land. If we can +continue to use Cuatro then it would be one less point of contention. Hugo's +number is 512-295-8052. I thought you might want to contact him directly and +ask him some questions. I spoke to him about the possibility of your call +and he was fine with that. + +Now we are going to try and determine if any of the work performed by Kipp +Flores can be used. + +Keith and I appreciate you meeting with us on Sunday. We left very +optimistic about the prospect of working with you on this project. + +Call me with feedback after you speak to Hugo or with any other ideas about +moving this project forward. + +Phillip" +"allen-p/sent/406.","Message-ID: <14143014.1075855715648.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Here is the buyout spreadsheet again with a slight tweak in the format. The +summary presents the numbers as only $1400 in concessions. +" +"allen-p/sent/407.","Message-ID: <2052725.1075855715671.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 03:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Bishops Corner, Ltd. Buyout +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +George finally sent me some information. Please look over his email. He +wants us to buy him out. Keith and I think this is a joke. + +We still need to speak to his engineer and find out about his soil study to +determine if it has any value going forward. I don't believe the architect +work will be of any use to us. I don't think they deserve any compensation +for their time due to the fact that intentional or not the project they were +proposing was unsupportable by the market. + +My version of a buyout is attached. + +I need your expert advise. I am ready to offer my version or threaten to +foreclose. Do they have a case that they are due money for their time? +Since their cost +and fees didn't hold up versus the market and we didn't execute a contract, I +wouldn't think they would stand a chance. There isn't any time to waste so I +want to respond to their offer asap. + +Call me with your thoughts. + +Phillip + + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/14/2001 +08:36 AM --------------------------- + + +""George Richards"" on 03/13/2001 11:29:49 PM +Please respond to +To: ""Phillip Allen"" , ""Keith Holst"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Bishops Corner, Ltd. Buyout + + + + +[IMAGE][IMAGE]??????????? ??????????? + + + + +8511 Horseshoe Ledge, Austin, TX? 78730-2840 + +Telephone (512) 338-1119? Fax(512)338-1103 +E-Mail? cbpres@austin.rr.com + +? + + +? + +? + +? + +March 13, 2001? + +Phillip Allen + +Keith Holst + +ENRON + +1400 Smith Street + +Houston, TX? 77002-7361 + +Subject: Bishops Corner, Ltd. -- Restructure or Buyout + +Dear Phillip and Keith: + +We are prepared to sell Bishops Corner, Ltd. for reimbursement of our cash +expenditures; compensation for our management services and your assumption of +all note obligations and design contracts.? + +As shown on the attached summary table, cash expenditures total $21,196 and +existing contracts to the architect, civil engineer, soils testing company, +and appraisal total $67,050.? The due on these contracts is $61,175, of which +current unpaid invoices due total $37,325. + +Acting in good faith, we have invested an enormous amount of time into this +project for more than five months and have completed most of the major design +and other pre-construction elements.? As it is a major project for a firm of +our size, it was given top priority with other projects being delayed or +rejected, and we are now left with no project to pursue.? + +Two methods for valuing this development management are 1) based on a +percentage of the minimum $1.4MM fee we were to have earned and 2) based on +your prior valuation of our time.? For the first, we feel that at least 25%, +or $350,000, of the minimum $1.4MM fee has been earned to date.? For the +second, in your prior correspondence you valued our time at $500,000 per +year, which would mean this period was worth $208,333.? Either of these +valuations seem quite fair and reasonable, especially as neither includes the +forfeit of our 40% interest in the project worth $0.8--$1.2MM. ?However, in +the hope that we can maintain a good relationship with the prospect of future +projects, we are willing to accept only a small monthly fee of $15,000 per +month to cover a portion of our direct time and overhead.? As shown in the +attached table, this fee, plus cash outlays and less accrued interest brings +the total net buyout to $78,946.? + +We still believe that this project needs the professional services that we +offer and have provided.? However, if you accept the terms of this buyout +offer, which we truly feel is quite fair and reasonable, then, we are +prepared to be bought out and leave this extraordinary project to you both.? +If this is your + + + +choice, either contact us, or have your attorney contact our attorney, +Claudia Crocker, no later than Friday of this week.? The attorneys can then +draft whatever minimal documents are necessary for the transfer of the +Bishops Corner, Ltd. Partnership to you following receipt of the buyout +amount and assumption of the outstanding professional design contracts. + +Thank you. + +? + +Sincerely, + +[IMAGE] + +? + +? + +? + +George W. Richards + +President + +P.S.????? Copies of contracts will be forwarded upon acceptance of buyout. + +? + +cc:??????? Larry Lewter +??????????? Claudia Crocker + - image001.wmz + - image002.gif + - image003.png + - image004.gif + - header.htm + - oledata.mso + - Restructure Buyout.xls +" +"allen-p/sent/408.","Message-ID: <6208751.1075855715693.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: tori.kuykendall@enron.com +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/13/2001 +04:00 PM --------------------------- + + +""Benotti, Stephen"" on 03/13/2001 12:58:24 PM +To: ""'pallen@enron.com'"" +cc: +Subject: FW: ALL 1099 TAX QUESTIONS - ANSWERED + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + - 1494 How To File.pdf +" +"allen-p/sent/409.","Message-ID: <29759521.1075855715715.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 01:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I didn't receive the information on work completed or started. Please send +it this morning. + +We haven't discussed how to proceed with the land. The easiest treatment +would be just to deed it to us. However, it might be more +advantageous to convey the partnership. + +Also, I would like to speak to Hugo today. I didn't find a Quattro +Engineering in Buda. Can you put me in contact with him. + +Talk to you later. + +Phillip " +"allen-p/sent/41.","Message-ID: <14358233.1075855680651.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 03:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeff.richter@enron.com, robert.badeer@enron.com, tim.belden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter, Robert Badeer, Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +We linked the file you sent us to telerate and we replace >40000 equals $250 +to a 41.67 heat rate. We applied forward gas prices to historical loads. I +guess this gives us a picture of a low load year and a normal load year. +Prices seem low. Looks like November NP15 is trading above the cap based on +Nov 99 loads and current gas prices. What about a forecast for this November +loads. + +Let me know what you think. + + + + + +Phillip" +"allen-p/sent/410.","Message-ID: <5922307.1075855715736.JavaMail.evans@thyme> +Date: Mon, 12 Mar 2001 03:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: matt.smith@enron.com +Subject: matt Smith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Matt.Smith@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/12/2001 +11:47 AM --------------------------- + + +Mike Grigsby +03/07/2001 08:05 PM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: matt Smith + +Let's have Matt start on the following: + +Database for hourly storage activity on Socal. Begin forecasting hourly and +daily activity by backing out receipts, using ISO load actuals and backing +out real time imports to get in state gen numbers for gas consumption, and +then using temps to estimate core gas load. Back testing once he gets +database created should help him forecast core demand. + +Update Socal and PG&E forecast sheets. Also, break out new gen by EPNG and +TW pipelines. + +Mike +" +"allen-p/sent/411.","Message-ID: <13769796.1075855715758.JavaMail.evans@thyme> +Date: Fri, 9 Mar 2001 05:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. + +What is the outstanding balance on #1. It looks like 190 + 110(this week)= +300. I don't think we should make him pay late fees if can't communicate +clearly. + +#2 still owe deposit? + +#9 What day will she pay and is she going to pay monthly or biweekly. + +Have a good weekend. I will talk to you next week. + +In about two weeks we should know for sure if these buyers are going to buy +the property. I will keep you informed. + +Phillip" +"allen-p/sent/412.","Message-ID: <4050541.1075855715779.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 06:46:00 -0800 (PST) +From: ina.rangel@enron.com +To: information.management@enron.com +Subject: Mike Grigsby +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: Information Risk Management +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please approve Mike Grigsby for Bloomberg. + +Thank You, +Phillip Allen" +"allen-p/sent/413.","Message-ID: <29054522.1075855715801.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: gthorse@keyad.com +Subject: Sagewood Phase II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gthorse@keyad.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/08/2001 +01:32 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 03/07/2001 11:41:43 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood Phase II + + + + + +---------------------- Forwarded by Andrew M Ozuna/TX/BANCONE on 03/07/2001 +01:41 PM --------------------------- + + +Andrew M Ozuna +03/06/2001 03:14 PM + +To: ""George Richards"" +cc: +Subject: Sagewood Phase II + + +George, + +Thank you for the opportunity to review your financing request for the +Sagewood +Phase II project. Upon receipt of all the requested information regarding the +project, we completed somewhat of a due diligence on the market. There are a +number of concerns which need to be addressed prior to the Bank moving forward +on the transaction. First, the pro-forma rental rates, when compared on a +Bedroom to Bedroom basis, are high relative to the market. We adjusted +pro-forma downward to match the market rates and the rates per bedroom we are +acheiving on the existing Sagewood project. Additionally, there are about +500+ +units coming on-line within the next 12 months in the City of San Marcos, +this, +we believe will causes some downward rent pressures which can have a serious +effect on an over leveraged project. We have therefore adjusted the requested +loan amount to $8,868,000. + +I have summarized our issues as follows: + +1. Pro-forma rental rates were adjusted downward to market as follows: + + Pro-Forma Bank's Adjustment + Unit Unit Rent Rent/BR Unit Rent Rent/BR + 2 BR/2.5 BA $1,150 $575 $950 $475 + 3 BR/Unit $1,530 $510 $1,250 $417 + +2. Pro-forma expenses were increased to include a $350/unit reserve for unit +turn over. + +3. A market vacancy factor of 5% was applied to Potential Gross Income (PGI). + +4. Based on the Bank's revised N.O.I. of $1,075,000, the project can support +debt in the amount of $8,868,000, and maintain our loan parameters of 1.25x +debt +coverage ratio, on a 25 year amo., and 8.60% phantom interest rate. + +5. The debt service will be approx. $874,000/year. + +6. Given the debt of $8,868,000, the Borrower will be required to provide +equity of $2,956,000, consisting of the following: + + Land - $1,121,670 + Deferred profit& Overhead $ 415,000 + Cash Equity $1,419,268 + Total $2,955,938 + +7. Equity credit for deferred profit and overhead was limited to a percentage +of +actual hard construction costs. + +(See attached file: MAPTTRA.xls) + + + + + - MAPTTRA.xls +" +"allen-p/sent/414.","Message-ID: <1714140.1075855715823.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 08:16:00 -0800 (PST) +From: phillip.allen@enron.com +To: djack@keyad.com +Subject: Re: San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Darrell Jack"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Darrell, + +Today I let the builder/developer know that I would not proceed with his +excessively high cost estimates. As he did not have the funds to take on the +land himself, he was agreeable to turning over the land to me. I would like +to proceed and develop the property. + + My thought is to compare the financing between Bank One and FHA. I would +also like to compare construction and development services between what you +can do and a local builder in San Marcos that I have been speaking with. +Making a trip to meet you and take a look at some of your projects seems to +be in order. I am trying to get the status of engineering and architectural +work to date. Once again the architect is Kipp Florres and the engineer is +Quattro Consultants out of Buda. Let me know if you have an opinion about +either. + +I look forward to working with you. Talk to you tomorrow. + +Phillip" +"allen-p/sent/415.","Message-ID: <19851751.1075855715844.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 05:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: robert.badeer@enron.com +Subject: Revised Long Range Hydro Forecast +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Robert Badeer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/07/2001 +01:00 PM --------------------------- + + +TIM HEIZENRADER +03/05/2001 09:06 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron +Subject: Revised Long Range Hydro Forecast + +Phillip: + +Here's a summary of our current forecast(s) for PNW hydro. Please give me a +call when you have time, and I'll explain the old BiOp / new BiOp issue. + +Tim +" +"allen-p/sent/416.","Message-ID: <16667351.1075855715865.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 04:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: rlehmann@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: rlehmann@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Reagan, + +Here is the cost estimate and proforma prepared by George and Larry. I am +faxing the site plan, elevation, and floor plans. + + + + + +Phillip" +"allen-p/sent/417.","Message-ID: <15772677.1075855715887.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 02:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I just refaxed. Please confirm receipt" +"allen-p/sent/418.","Message-ID: <11378591.1075855715908.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 01:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I faxed you the signed amendment." +"allen-p/sent/419.","Message-ID: <13273684.1075855715929.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 10:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: djack@stic.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: djack@stic.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Daryl, + +Here is the file that includes the proforma, unit costs, and comps. This +file was prepared by the builder/developer. + + +The architect that has begun to work on the project is Kipp Flores. They are +in Austin. + +Thank you for your time this evening. Your comments were very helpful. I +appreciate you and Greg taking a look at this project. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/sent/42.","Message-ID: <28916074.1075855680672.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 00:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: Re: password +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dexter Steis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dexter, + + I spoke to our EOL support group and requested a guest id for +you. Did you receive an email with a login and password yesterday? +If not, call me and I will find out why not. + +Phillip +713-853-7041" +"allen-p/sent/420.","Message-ID: <20945519.1075855715950.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:55:00 -0800 (PST) +From: phillip.allen@enron.com +To: al.pollard@enron.com +Subject: Re: MS 150 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Al Pollard +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Al, + +I was not going to do the MS this year. Thanks for the offer though. + +All is well here. We went to Colorado last week and the kids learned to +ski. Work is same as always. +How are things going at New Power? Is there any potential? + +Phillip" +"allen-p/sent/421.","Message-ID: <11797924.1075855715972.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: FW: Cross Commodity +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Did you put Frank Hayden up to this? If this decision is up to me I would= +=20 +consider authorizing Mike G., Frank E., Keith H. and myself to trade west= +=20 +power. What do you think? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/06/2001= +=20 +10:48 AM --------------------------- +From: Frank Hayden/ENRON@enronXgate on 03/05/2001 09:27 AM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: =20 +Subject: FW: Cross Commodity + + + + -----Original Message----- +From: Hayden, Frank =20 +Sent: Friday, March 02, 2001 7:01 PM +To: Presto, Kevin; Zufferli, John; McKay, Jonathan; Belden, Tim; Shively,= +=20 +Hunter; Neal, Scott; Martin, Thomas; Allen, Phillip; Arnold, John +Subject: Cross Commodity +Importance: High + + +I=01,ve been asked to provide an updated list on who is authorized to cross= +=20 +trade what commodities/products. As soon as possible, please reply to this= +=20 +email with the names of only the authorized =01&cross commodity=018 traders= + and=20 +their respective commodities. (natural gas, crude, heat, gasoline, weather,= +=20 +precip, coal, power, forex (list currency), etc..) + +Thanks, + +Frank + + +PS. Traders limited to one commodity do not need to be included on this lis= +t. + + + +" +"allen-p/sent/422.","Message-ID: <14585828.1075855716009.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 22:56:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have +the concerns that I had last week. Specifically that the costs of our +project are too high. I have gathered more information that support my +concerns. Based on my research, I believe the project should cost around +$10.5 million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable +to get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can +produce the same rent or sales price. There should adjustments for +location and the seasonal nature of student rental property. I recognize +that Sagewood is currently performing at occupancy and $/foot rental rates +that are closer to the appraisal and your pro formas, however, we do not +believe that the market will sustain these levels on a permanent basis. +Supply will inevitablely increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 +million. We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that +we cannot proceed with total cost estimates significantly above $10.5 +million. We would like to have a conference call Tuesday afternoon to +discuss +alternatives. + +Phillip + + + +" +"allen-p/sent/423.","Message-ID: <28900518.1075855716032.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 07:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Cc: llewter@austin.rr.com, jacquestc@aol.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: llewter@austin.rr.com, jacquestc@aol.com +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: llewter@austin.rr.com, jacquestc@aol.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I am back in the office and ready to focus on the project. I still have the +concerns that I had last week. Specifically that the costs of our project +are too high. I have gathered more information that support my concerns. +Based on my research, I believe the project should cost around $10.5 +million. The components are as follows: + + Unit Cost, Site work, & + builders profit($52/sf) $7.6 million + + Land 1.15 + + Interim Financing .85 + + Common Areas .80 + + Total $10.4 + +Since Reagan's last 12 units are selling for around $190,000, I am unable to +get comfortable building a larger project at over $95,000/unit in costs. + +Also, the comps used in the appraisal from Austin appear to be class A +properties. It seems unlikely that student housing in San Marcos can produce +the same rent or sales price. There should adjustments for location and the +seasonal nature of student rental property. I recognize that Sagewood is +currently performing at occupancy and $/foot rental rates that are closer to +the appraisal and your pro formas, however, we do not believe that the market +will sustain these levels on a permanent basis. Supply will inevitablely +increase to drive this market more in balance. + +After the real estate expert from Houston reviewed the proforma and cost +estimates, his comments were that the appraisal is overly optimistic. He +feels that the permanent financing would potentially be around $9.8 million. +We would not even be able to cover the interim financing. + +Keith and I have reviewed the project thoroughly and are in agreement that we +cannot proceed with total cost estimates significantly above $10.5 million. +We would like to have a conference call tomorrow to discuss alternatives. + +Phillip + + +" +"allen-p/sent/424.","Message-ID: <30617758.1075855716054.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +01:59 PM --------------------------- + + + + From: Phillip K Allen 03/05/2001 10:37 AM + + +To: jim123@pdq.net +cc: +Subject: + + +" +"allen-p/sent/425.","Message-ID: <1894783.1075855716076.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 03:16:00 -0800 (PST) +From: phillip.allen@enron.com +To: angela.collins@enron.com +Subject: Re: Insight Hardware +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Angela Collins +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I have not received the aircard 300 yet. + +Phillip" +"allen-p/sent/426.","Message-ID: <2465341.1075855716098.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 01:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: don.black@enron.com +Subject: Re: Producer Services +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Don Black +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Don, + +I was out last week. Regarding the Montana supply, you can refer them to +Mark Whitt in Denver. + +Let me know when you want to have the other meeting. + +Also, we frequently give out quotes to mid-marketers on Fred LaGrasta's desk +or Enron marketers in New York where the customer is EES. I don't understand +why your people don't contact the desk directly. + +Phillip" +"allen-p/sent/427.","Message-ID: <28829723.1075855716119.JavaMail.evans@thyme> +Date: Sun, 4 Mar 2001 23:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 03/05/2001 +07:10 AM --------------------------- + + +liane_kucher@mcgraw-hill.com on 02/28/2001 02:14:43 PM +To: Anne.Bike@enron.com +cc: Phillip.K.Allen@enron.com +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 Attachment is free from viruses. Scan Mail + + + + +Sorry, the deadline will have passed. Only Enron's deals through yesterday +will +be included in our survey. + + + + + +Anne.Bike@enron.com on 02/28/2001 04:57:52 PM + +To: Liane Kucher/Wash/Magnews@Magnews +cc: +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 +/01 + Attachment is free from viruses. Scan Mail + + + + + +We will send it out this evening after we Calc our books. Probably around +7:00 pm + +Anne + + + + +liane_kucher@mcgraw-hill.com on 02/28/2001 01:43:44 PM + +To: Anne.Bike@enron.com +cc: + +Subject: Re: Enron's March Basdeload Fixed price physical deals as of 2/27 + /01 Attachment is free from viruses. Scan Mail + + + + +Anne, +Are you planning to send today's bidweek deals soon? I just need to know +whether +to transfer everything to the data base. +Thanks, +Liane Kucher +202-383-2147 + + + + + + + + + + +" +"allen-p/sent/428.","Message-ID: <15165535.1075855716141.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 00:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: bnelson@situscos.com +Subject: San Marcos construction project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bnelson@situscos.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please find attached the pro formas for the project in San Marcos. + +Thanks again. + +" +"allen-p/sent/429.","Message-ID: <7687169.1075855716164.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here are few questions regarding the 2/16 rentroll: + +#2 Has she actually paid the $150 deposit. Her move in date was 2/6. It is +not on any rentroll that I can see. + +#9 Explain again what deposit and rent is transferring from #41 and when she +will start paying on #9 + +#15 Since he has been such a good tenant for so long. Stop trying to +collect the $95 in question. + +#33 Missed rent. Are they still there? + +#26 I see that she paid a deposit. But the file says she moved in on 1/30. +Has she ever paid rent? I can't find any on the last three deposits. + +#44 Have the paid for February? There is no payment since the beginning of +the year. + +#33 You email said they paid $140 on 1/30 plus $14 in late fees, but I don't +see that on the 1/26 or 2/2 deposit? + +The last three questions add up to over $1200 in missing rent. I need you to +figure these out immediately. + +I emailed you a new file for 2/23 and have attached the last three rentroll +in case you need to research these questions. + +I will not be in the office next week. If I can get connected you might be +able to email me at pallen70@hotmail.com. Otherwise try and work with Gary +on pressing issues. If there is an emergency you can call me at 713-410-4679. + +Phillip" +"allen-p/sent/43.","Message-ID: <23631994.1075855680694.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 10:31:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + The San Marcos project is sounding very attractive. I have one other +investor in addition to Keith that has interest. Some additional background +information on Larry and yourself would be helpful. + + Background Questions: + + Please provide a brief personal history of the two principals involved in +Creekside. + + Please list projects completed during the last 5 years. Include the project +description, investors, business entity, + + Please provide the names and numbers of prior investors. + + Please provide the names and numbers of several subcontractors used on +recent projects. + + + With regard to the proposed investment structure, I would suggest a couple +of changes to better align the risk/reward profile between Creekside and the +investors. + + + Preferable Investment Structure: + + Developers guarantee note, not investors. + + Preferred rate of return (10%) must be achieved before any profit sharing. + + Builder assumes some risk for cost overruns. + + Since this project appears so promising, it seems like we should +tackle these issues now. These questions are not intended to be offensive in +any way. It is my desire to build a successful project with Creekside that +leads to future opportunities. I am happy to provide you with any +information that you need to evaluate myself or Keith as a business partner. + +Sincerely, + +Phillip Allen + + +" +"allen-p/sent/430.","Message-ID: <13687818.1075855716185.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 08:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Genesis Plant Tour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +I can take a day off the week I get back from vacation. Any day between +March 5th-9th would work but Friday or Thursday would be my preference. + +Regarding the differences in the two estimates, I don't want to waste your +time explaining the differences if the 1st forecast was very rough. The +items I listed moved dramatically. Also, some of the questions were just +clarification of what was in a number. + +Let's try and reach an agreement on the construction manager issue tomorrow +morning. + +Phillip" +"allen-p/sent/431.","Message-ID: <1985096.1075855716207.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 07:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Comparison of Estimates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The numbers on your fax don't agree to the first estimate that I am using. +Here are the two files I used. + + + + + + +Phillip" +"allen-p/sent/432.","Message-ID: <10416735.1075855716228.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 06:28:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Sagewood II +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +02:27 PM --------------------------- + + +Andrew_M_Ozuna@bankone.com on 02/21/2001 07:28:47 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: Sagewood II + + + + +Phillip - + +George Richards asked that I drop you a line this morning to go over some +details on the San Marcos project. + +1. First, do you know if I am to receive a personal financial statement from +Keith? I want to make sure my credit write-up includes all the principals in +the transaction. + +2. Second, without the forward or take-out our typical Loan to Cost (LTC) +will +be in the range of 75% - 80%. The proposed Loan to Value of 75% is within the +acceptable range for a typical Multi-Family deal. Given the above pro-forma +performance on the Sagewood Townhomes, I am structuring the deal to my credit +officer as an 80% LTC. This, of course, is subject to the credit officer +signing off on the deal. + +3. The Bank can not give dollar for dollar equity credit on the Developers +deferred profit. Typically, on past deals a 10% of total project budget as +deferred profit has been acceptable. + +Thanks, + +Andrew Ozuna +Real Estate Loan Officer +210-271-8386 +## + + +" +"allen-p/sent/433.","Message-ID: <20597159.1075855716250.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: barry.tycholiz@enron.com +Subject: New Generation Report for January 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Barry Tycholiz +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/23/2001 +11:17 AM --------------------------- + + + + From: Jeffrey Oh 02/02/2001 08:51 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, Tim +Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike +Swerzbin/HOU/ECT@ECT, Jim Gilbert/PDX/ECT@ECT, David Parquet/SF/ECT@ECT, +ccalger@enron.com, Jim Buerkle/PDX/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, +Jeffrey Oh/PDX/ECT@ECT, Todd Perry/PDX/ECT@ECT, Laird Dyer/SF/ECT@ECT, +Michael McDonald/SF/ECT@ECT, Ed Clark/PDX/ECT@ECT, Dave Fuller/PDX/ECT@ECT, +Alan Comnes/PDX/ECT@ECT, Michael Etringer/HOU/ECT@ECT, John +Malowney/HOU/ECT@ECT, Stewart Rosman/HOU/ECT@ECT, Jeff Shields/PDX/ECT@ECT +cc: +Subject: New Generation Report for January 2001 + + +" +"allen-p/sent/434.","Message-ID: <28931750.1075855716271.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 03:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Comparison of Estimates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +You can fax it anytime. But I saved the spreadsheets from the previous +estimates. What will be different in the fax?" +"allen-p/sent/435.","Message-ID: <18648627.1075855716293.JavaMail.evans@thyme> +Date: Thu, 22 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: Recession Scenario Impact on Power and Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/22/2001 +08:49 AM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/21/2001 05:46 PM + + +To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Louise Kitchen/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: Recession Scenario Impact on Power and Gas + + +Attached is a CERA presentation regarding recession impact. Feel free to +call in any listen to pre-recorded discussion on slides. (approx. 20mins) +CERA is forecasting some recession impact on Ca., but not enough to alleviate +problem. + +Frank + +Call in number 1-888-203-1112 +Passcode: 647083# + + + + + +" +"allen-p/sent/436.","Message-ID: <29079780.1075855716315.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 08:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +04:25 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/sent/437.","Message-ID: <23563233.1075855716336.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Weekly Status Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Tomorrow is fine. Talk to you then. + +Phillip" +"allen-p/sent/438.","Message-ID: <17862043.1075855716357.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Weekly Status Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""George Richards"" on 02/21/2001 01:10:33 PM +Please respond to +To: ""Keith Holst"" , ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Weekly Status Meeting + + +Phillip and Keith, this cold of mine is getting the better of me. Would it +be possible to reschedule our meeting for tomorrow? If so, please reply to +this e-mail with a time. I am open all day, but just need to get some rest +this afternoon. + +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/sent/439.","Message-ID: <29418410.1075855716379.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: leander and the Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:57 PM --------------------------- + + +""Jeff Smith"" on 02/21/2001 01:24:15 PM +To: +cc: +Subject: leander and the Stage + + +Phillip, + +I spoke with AMF's broker today, and they will be satisfied with the deal if +we can get the school to agree to limit the current land use restrictions to +the terms that are in the existing agreement. They do not want the school +to come back at a later date for something different. Doug Bell will meet +with a school official on Monday to see what their thoughts are about the +subject. It would be hard for them to change the current agreement, but AMF +wants something in writing to that effect. I spoke to AMF's attorney today, +and explained the situation. They are OK with deal if AMF is satisfied. + +AMF's broker said that they will be ready to submit their site plan after +the March 29 hearing. We may close this deal in April. + +The Stage is still on go. An assumption package has been sent to the buyer, +and I have overnighted a copy of the contract and a description of the +details to Wayne McCoy. + +I will be gone Thurs. and Fri. of this week. I will be checking my +messages. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/sent/44.","Message-ID: <32673281.1075855680716.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 09:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com, randall.gay@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com, randall.gay@enron.com +X-From: Phillip K Allen +X-To: )bob.m.hall@enron.com +X-cc: Robert Superty, Randall L Gay +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Patti Sullivan held together the scheduling group for two months while Randy +Gay was on a personal leave. She displayed a tremendous amount of commitment +to the west desk during that time. She frequently came to work before 4 AM +to prepare operations reports. Patti worked 7 days a week during this time. +If long hours were not enough, there was a pipeline explosion during this +time which put extra volatility into the market and extra pressure on Patti. +She didn't crack and provided much needed info during this time. + + Patti is performing the duties of a manager but being paid as a sr. +specialist. Based on her heroic efforts, she deserves a PBR. Let me know +what is an acceptable cash amount. + +Phillip" +"allen-p/sent/440.","Message-ID: <10670771.1075855716401.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:37:00 -0800 (PST) +From: phillip.allen@enron.com +To: tara.piazze@enron.com +Subject: Daily California Call Moved to Weekly Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tara Piazze +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:36 PM --------------------------- +From: James D Steffes@ENRON on 02/21/2001 12:07 PM CST +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Dan Leff/HOU/EES@EES, +David W Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don +Black/HOU/EES@EES, Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, +Eric Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg +Wolfe/HOU/ECT@ECT, Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, +Jeff Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Louise Kitchen/HOU/ECT@ECT, Marcia A +Linton/NA/Enron@Enron, Mary Schoen/NA/Enron@Enron, mday@gmssr.com, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, Mike +Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Frank/NA/Enron@Enron, Robert Johnston/HOU/ECT@ECT, Robert +Neustaedter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Sandra +McCubbin/NA/Enron@Enron, Scott Stoness/HOU/EES@EES, Shelley +Corman/Enron@EnronXGate, Steve C Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, +Steven J Kean/NA/Enron@Enron, Susan J Mara/NA/Enron, Tim Belden/HOU/ECT@ECT, +Tom Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, Wendy Conwell/NA/Enron@ENRON, +William S Bradford/HOU/ECT@ECT, Tara Piazze/NA/Enron@ENRON +cc: +Subject: Daily California Call Moved to Weekly Call + +As a reminder, the daily call on California has ended. + +We will now have a single weekly call on Monday at 10:30 am Houston time. + +Updates will be provided through e-mail as required. + +Jim Steffes +" +"allen-p/sent/441.","Message-ID: <28773126.1075855716423.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: SM134 Proforma2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/21/2001 +03:30 PM --------------------------- + + +""George Richards"" on 02/21/2001 06:32:15 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: SM134 Proforma2.xls + + +There have been some updates to the cost. The principal change is in the +addition of masonry on the front of the buildings, which I estimate will +costs at least $84,000 additional. Also, the trim material and labor costs +have been increased. I still believe that the total cost is more than +sufficient, but there will be additional updates. + +The manager's unit is columns J-L, but the total is not included in the B&N +total of rentable units. Rather, the total cost for the manager's unit and +office is included as a lump sum under amenities. I may add this back in as +a rentable unit and delete is as an amenity. + +The financing cost has been changed in that the cost of the permanent +mortgage has been deleted because we will not need to obtain this for the +construction loan approval, therefore, its cost will be absorbed when this +loan is obtained. + +Based on either a loan equal to 75% of value or 80% of cost, the +construction profit should cover any equity required beyond the land. + +George W. Richards +Creekside Builders, LLC + + + - SM134 Proforma2.xls +" +"allen-p/sent/442.","Message-ID: <3462276.1075855716445.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 07:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Does next Thursday at 3pm fit your schedule to go over the rockies +forecasts? I will set up a room with Kim. + +Here are some suggestions for projects for Colleen: + +1. Review and document systems and processes - The handoffs from ERMS, +TAGG, Unify, Sitara and other systems are not clearly understood by all the + parties trying to make improvements. I think I understand ERMS and +TAGG but the issues facing + scheduling in Unify are grey. + +2. Review and audit complex deals- Under the ""assume it is messed up"" +policy, existing deals could use a review and the booking of new deals need +further scrutiny. + +3. Review risk books- Is Enron accurately accounting for physical +imbalances, transport fuel, park and loan transactions? + +4. Lead trading track program- Recruit, oversee rotations, design training +courses, review progress and make cuts. + +5. Fundamentals- Liason between trading and analysts. Are we looking at +everything we should? Putting a person with a trading mentality should add + some value and direction to the group. + + +In fact there is so much work she could do that you probably need a second MD +to work part time to get it done. + +Phillip +" +"allen-p/sent/443.","Message-ID: <7091872.1075855716466.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 03:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: body.shop@enron.com +Subject: Re: FW: Change in the agroup Cycling Schedule +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Body Shop +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +The spinning bikes are so much better than the life cycles. Would you +consider placing several spinning bikes out with the other exercise equipment +and running a spinning video on the TV's. I think the equipment would be +used much more. Members could just jump on a bike and follow the video any +time of day. + +Let me know if this is possible. + +Phillip Allen +X37041" +"allen-p/sent/444.","Message-ID: <7764476.1075855716487.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 23:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: General Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +That would we very helpful. + +Thanks, + +Phillip" +"allen-p/sent/445.","Message-ID: <4368972.1075855716509.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 23:02:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +yes please" +"allen-p/sent/446.","Message-ID: <12225463.1075855716530.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +12:11 PM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/sent/447.","Message-ID: <19585619.1075855716552.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 04:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/20/2001 +11:59 AM --------------------------- + + + + From: Phillip K Allen 02/15/2001 01:13 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + + + +" +"allen-p/sent/448.","Message-ID: <6534947.1075855716574.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 01:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: Re: General Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: JacquesTC@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jaques, + +After meeting with George and Larry, it was clear that we have different +definitions of cost and profit. Their version includes the salary of a +superintendent and a junior superintendent as hard costs equivalent to third +party subs and materials. Then there is a layer of ""construction management"" +fees of 10%. There are some small incidental cost that they listed would be +paid out of this money. But I think the majority of it is profit. Finally +the builders profit of 1.4 million. + +Keith and I were not sure whether we would be open to paying the supers out +of the cost or having them be paid out of the builders profit. After all, if +they are the builders why does there need to be two additional supervisors? +We were definitely not intending to insert an additional 10% fee in addition +to the superintendent costs. George claims that all of these costs have been +in the cost estimates that we have been using. I reviewed the estimates and +the superintendents are listed but I don't think the construction management +fee is included. + +George gave me some contracts that show how these fees are standard. I will +review and let you know what I think. + +The GP issues don't seem to be a point of contention. They are agreeable to +the 3 out 4 approval process. + +Let me know if you have opinions or sources that I can use to push for only +true costs + 1.4 million. + +Phillip +" +"allen-p/sent/449.","Message-ID: <9201495.1075855716595.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 01:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: DRAW2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Please send the latest cost estimates when you get a chance this morning. + +Phillip" +"allen-p/sent/45.","Message-ID: <21560907.1075855680737.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 09:49:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andy.zipper@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andy, + + Please assign a user name to Randy Gay. + +Thank you, + +Phillip" +"allen-p/sent/450.","Message-ID: <30711496.1075855716616.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 00:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeanie.slone@enron.com +Subject: +Cc: john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com +X-From: Phillip K Allen +X-To: Jeanie Slone +X-cc: John J Lavorato +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeanie, + +Lavorato called me into his office to question me about my inquiries into +part time. Nice confidentiality. Since I have already gotten the grief, it +would be nice to get some useful information. What did you find out about +part time, leave of absences, and sabbaticals? My interest is for 2002. + +Phillip" +"allen-p/sent/451.","Message-ID: <297348.1075855716638.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: DRAW2.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:44 PM --------------------------- + + +""George Richards"" on 02/15/2001 05:23:35 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: DRAW2.xls + + +Enclosed is a copy of one of the draws submitted to Bank One for a prior +job. + +George W. Richards +Creekside Builders, LLC + + + - DRAW2.xls +" +"allen-p/sent/452.","Message-ID: <31481356.1075855716661.JavaMail.evans@thyme> +Date: Sun, 18 Feb 2001 11:50:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/18/2001 +07:42 PM --------------------------- + + +""Jeff Smith"" on 02/16/2001 07:24:59 AM +To: +cc: +Subject: RE: + + +Here is what you need to bring. + +Updated rent roll + +Inventory of all personal property including window units. + +Copies of all leases ( we can make these available at the office) + +A copy of the note and deed of trust + +Any service, maintenance and management agreements + +Any environmental studies? + +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Friday, February 16, 2001 8:53 AM +> To: jsmith@austintx.com +> Subject: RE: +> +> +> Jeff, +> +> Here is the application from SPB. I guess they want to use the same form +> as a new loan application. I have a call in to Lee O'Donnell to try to +> find out if there is a shorter form. What do I need to be +> providing to the +> buyer according to the contract. I was planning on bringing a copy of the +> survey and a rentroll including deposits on Monday. Please let me know +> this morning what else I should be putting together. +> +> +> Phillip +> +> +> ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +> 08:47 AM --------------------------- +> +> +> ""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +> +> To: ""'Phillip.K.Allen@enron.com'"" +> cc: +> Subject: RE: +> +> +> I was told that you were faxed the loan application. I will send +> attachment +> for a backup. Also, you will need to provide a current rent roll and 1999 +> & +> 2000 operating history (income & expense). +> +> Call me if you need some help. +> +> Thanks +> +> Lee O'Donnell +> +> -----Original Message----- +> From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +> Sent: Thursday, February 15, 2001 11:34 AM +> To: lodonnell@spbank.com +> Subject: +> +> +> Lee, +> +> My fax number is 713-646-2391. Please fax me a loan application +> that I can +> pass on to the buyer. +> +> Phillip Allen +> pallen@enron.com +> 713-853-7041 +> +> +> (See attached file: Copy of Loan App.tif) +> (See attached file: Copy of Multifamily forms) +> +> + +" +"allen-p/sent/453.","Message-ID: <20870964.1075855716682.JavaMail.evans@thyme> +Date: Sat, 17 Feb 2001 06:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: MAI Appraisal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would like to have a copy of the appraisal. See you Monday at 2. + +Phillip" +"allen-p/sent/454.","Message-ID: <262084.1075855716703.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 02:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrew_m_ozuna@mail.bankone.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: andrew_m_ozuna@mail.bankone.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrew, + +Here is an asset statement. I will mail my 98 & 99 Tax returns plus a 2000 +W2. Is this sufficient? + + + +Phillip Allen +713-853-7041 wk +713-463-8626 home" +"allen-p/sent/455.","Message-ID: <9218874.1075855716725.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 01:48:00 -0800 (PST) +From: phillip.allen@enron.com +To: lodonnell@spbank.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""O'Donnell, Lee (SPB)"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lee, + +Can you provide me with a copy of the original loan and a copy of the +original appraisal. + +My fax number is 713-646-2391 + +Mailing address: 8855 Merlin Ct, Houston, TX 77055 + +Thank you, + +Phillip Allen" +"allen-p/sent/456.","Message-ID: <20812562.1075855716747.JavaMail.evans@thyme> +Date: Fri, 16 Feb 2001 00:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is the application from SPB. I guess they want to use the same form as +a new loan application. I have a call in to Lee O'Donnell to try to find out +if there is a shorter form. What do I need to be providing to the buyer +according to the contract. I was planning on bringing a copy of the survey +and a rentroll including deposits on Monday. Please let me know this morning +what else I should be putting together. + + +Phillip + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/16/2001 +08:47 AM --------------------------- + + +""O'Donnell, Lee (SPB)"" on 02/15/2001 05:36:08 PM +To: ""'Phillip.K.Allen@enron.com'"" +cc: +Subject: RE: + + +I was told that you were faxed the loan application. I will send attachment +for a backup. Also, you will need to provide a current rent roll and 1999 & +2000 operating history (income & expense). + +Call me if you need some help. + +Thanks + +Lee O'Donnell + +-----Original Message----- +From: Phillip.K.Allen@enron.com [mailto:Phillip.K.Allen@enron.com] +Sent: Thursday, February 15, 2001 11:34 AM +To: lodonnell@spbank.com +Subject: + + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041 + + + - Copy of Loan App.tif + - Copy of Multifamily forms +" +"allen-p/sent/457.","Message-ID: <25342083.1075855716768.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: johnny.palmer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Johnny.palmer@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Forward Reg Dickson's resume to Ted Bland for consideration for the trading +track program. He is overqualified and I'm sure too expensive to fill the +scheduling position I have available. I will work with Cournie Parker to +evaluate the other resumes. + +Phillip" +"allen-p/sent/458.","Message-ID: <17995358.1075855716790.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 07:13:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Thanks for clearing up the 2/2 file. Moving on to 2/9, here are some +questions: + + + + +#1 It looks like he just missed 1/26&2/9 of $110. I can't tell if he still +owes $47 on his deposit. + +#13 I show she missed rent on 1/26 and still owes $140. + +#15 Try and follow up with Tomas about the $95. Hopefully, he won't have a +bad reaction. + +#20b Missed rent? + +#26 Has she paid any deposit or rent? + +#27 Missed rent? + + + + + + +" +"allen-p/sent/459.","Message-ID: <21888794.1075855716811.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: lodonnell@spbank.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: lodonnell@spbank.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lee, + +My fax number is 713-646-2391. Please fax me a loan application that I can +pass on to the buyer. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/sent/46.","Message-ID: <19868706.1075855680758.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 07:50:00 -0700 (PDT) +From: phillip.allen@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andy, + + I spoke to John L. and he ok'd one of each new electronic system for the +west desk. Are there any operational besides ICE and Dynegy? If not, can +you have your assistant call me with id's and passwords. + +Thank you, + +Phillip" +"allen-p/sent/460.","Message-ID: <27728165.1075855716832.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:30:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the 2/2 rentroll. The total does not equal the bank deposit. Your +earlier response answered the questions for #3,11,15,20a, and 35. + +But the deposit was $495 more than the rentroll adds up to. If the answer to +this question lies in apartment 1,13, and 14, can you update this file and +send it back. + +Now I am going to work on a rentroll for this Friday. I will probably send +you some questions about the 2/9 rentroll. Let's get this stuff clean today. + +Phillip" +"allen-p/sent/461.","Message-ID: <23325896.1075855716853.JavaMail.evans@thyme> +Date: Wed, 14 Feb 2001 03:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +no. I am on msn messenger." +"allen-p/sent/462.","Message-ID: <21920167.1075855716875.JavaMail.evans@thyme> +Date: Wed, 14 Feb 2001 00:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: CERA Analysis - California +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/14/2001 +08:23 AM --------------------------- + + +Robert Neustaedter@ENRON_DEVELOPMENT +02/13/2001 02:51 PM +To: Alan Comnes/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Cynthia +Sandherr/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, David W +Delainey/HOU/ECT@ECT, Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, +Elizabeth Sager/HOU/ECT@ECT, Elizabeth Tilney/HOU/EES@EES, Eric +Thode/Corp/Enron@ENRON, Gordon Savage/HOU/EES@EES, Greg Wolfe/HOU/ECT@ECT, +Harry Kingerski/NA/Enron@Enron, Jubran Whalan/HOU/EES@EES, Jeff +Dasovich/NA/Enron@Enron, Jeffrey T Hodge/HOU/ECT@ECT, JKLAUBER@LLGM.COM, Joe +Hartsoe/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, John +Neslage/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kathryn +Corbally/Corp/Enron@ENRON, Keith Holst/HOU/ECT@ect, Kristin +Walsh/HOU/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Marcia A Linton/NA/Enron@Enron, Mary +Schoen/NA/Enron@Enron, mday@gmssr.com, Margaret Carson/Corp/Enron@ENRON, Mark +Palmer/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, +Michael Tribolet/Corp/Enron@Enron, Mike D Smith/HOU/EES@EES, mday@gmssr.com, +Mike Grigsby/HOU/ECT@ECT, Neil Bresnan/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Rebecca W +Cantrell/HOU/ECT@ECT, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Rob Bradley/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert Frank/NA/Enron@Enron, +Robert Johnston/HOU/ECT@ECT, Sandra McCubbin/NA/Enron@Enron, Scott +Stoness/HOU/EES@EES, Shelley Corman/Enron@EnronXGate, Steve C +Hall/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, +Susan J Mara/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tom +Briggs/NA/Enron@Enron, Travis McCullough/HOU/ECT@ECT, Vance +Meyer/NA/Enron@ENRON, Vicki Sharp/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron +cc: +Subject: CERA Analysis - California + +As discussed in the California conference call this morning, I have prepared +a bullet-point summary of the CERA Special Report titled Beyond the +California Power Crisis: Impact, Solutions, and Lessons.If you have any +questions, my phone number is 713 853-3170. + +Robert + + +" +"allen-p/sent/463.","Message-ID: <18142739.1075855716897.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 05:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: tim.belden@enron.com +Subject: Re: Great Web Site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Tim Belden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for the website. " +"allen-p/sent/464.","Message-ID: <15899597.1075855716918.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 05:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: colleen.sullivan@enron.com +Subject: Re: EXTRINSIC VALUE WORKSHEET +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Colleen Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Colleen, + +I checked the transport model and found the following extrinsic values on +January 2nd versus February 11: + + 1/2 2/11 + +Stanfield to Malin 209 81 + +SJ/Perm. to Socal 896 251 + +Sj to Socal 2747 768 + +PGE/Top to Citygate 51 3 + +PGE/Top to KRS 16 4 + +SJ to Valero 916 927 + + +If these numbers are correct, then we haven't increased the extrinsic value +since the beginning of the year. Can you confirm that I am looking at the +right numbers? + + +Phillip" +"allen-p/sent/465.","Message-ID: <30586463.1075855716940.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: mark.whitt@enron.com +Subject: Re: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: MARK.WHITT@ENRON.COM +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +12:18 PM --------------------------- +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: AEC Volumes at OPAL + + +" +"allen-p/sent/466.","Message-ID: <12786953.1075855716961.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: AEC Volumes at OPAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:57 AM --------------------------- +From: Mark Whitt@ENRON on 02/08/2001 03:44 PM MST +Sent by: Mark Whitt@ENRON +To: Phillip K Allen/HOU/ECT@ECT +cc: Barry Tycholiz/NA/Enron@ENRON, Paul T Lucci/NA/Enron@Enron +Subject: AEC Volumes at OPAL + +Phillip these are the volumes that AEC is considering selling at Opal over +the next five years. The structure they are looking for is a firm physical +sale at a NYMEX related price. There is a very good chance that they will do +this all with one party. We are definitely being considered as that party. +Given what we have seen in the marketplace they may be one of the few +producers willing to sell long dated physical gas for size into Kern River. + +What would be your bid for this gas? + + +----- Forwarded by Mark Whitt/NA/Enron on 02/08/2001 03:13 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/08/2001 03:12 PM + + To: Mark Whitt/NA/Enron@Enron + cc: + Subject: AEC Volumes at OPAL + + +" +"allen-p/sent/467.","Message-ID: <27743733.1075855716983.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 03:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: frank.ermis@enron.com +Subject: California Gas Demand Growth +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/12/2001 +11:09 AM --------------------------- +From: Mark Whitt@ENRON on 02/09/2001 03:38 PM MST +Sent by: Mark Whitt@ENRON +To: Barry Tycholiz/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Paul T Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, +Stephanie Miller/Corp/Enron@ENRON +cc: +Subject: California Gas Demand Growth + +This should probably be researched further. If they can really build this +many plants it could have a huge impact on the Cal border basis. Obviously +it is dependent on what capacity is added on Kern, PGT and TW but it is hard +to envision enough subscriptions to meet this demand. Even if it is +subscribed it will take 18 months to 2 years to build new pipe therefore the +El Paso 1.2 Bcf/d could be even more valuable. + + +Mark + + +----- Forwarded by Mark Whitt/NA/Enron on 02/09/2001 03:04 PM ----- + + Tyrell Harrison@ECT + Sent by: Tyrell Harrison@ECT + 02/09/2001 09:26 AM + + To: Barry Tycholiz/NA/Enron@ENRON, Mark Whitt/NA/Enron@Enron, Paul T +Lucci/NA/Enron@Enron, Kim Ward/HOU/ECT@ECT, Stephanie +Miller/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT + cc: + Subject: California Gas Demand Growth + + + + +If you wish to run sensitivities to heat rate and daily dispatch, I have +attached the spreadsheet below. + + +Tyrell +303 575 6478 + +" +"allen-p/sent/468.","Message-ID: <16542342.1075855717006.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 06:05:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a draft of a memo we should distribute to the units that are subject +to caps. I wrote it as if it were from you. It should come from the manager. + +It is very important that we tell new tenants what the utility cap for there +unit is when they move in. This needs to be written in on their lease. + +When you have to talk to a tenant complaining about the overages emphasize +that it is only during the peak months and it is already warming up. + +Have my Dad read the memo before you put it out. You guys can make changes +if you need to. + + + + + +Next week we need to take inventory of all air conditioners and +refrigerators. We have to get this done next week. I will email you a form +to use to record serial numbers. The prospective buyers want this +information plus we need it for our records. Something to look forward to. + +It is 2 PM and I have to leave the office. Please have my Dad call me with +the information about the units at home 713-463-8626. He will know what I +mean. + +Talk to you later, + +Phillip" +"allen-p/sent/469.","Message-ID: <28676942.1075855717028.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 01:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: the stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/09/2001 +09:26 AM --------------------------- + + +""Jeff Smith"" on 02/08/2001 07:08:03 PM +To: +cc: +Subject: the stage + + +I am sending the Dr. a contract for Monday delivery. He is offering +$739,000 with $73,900 down. + +He wants us to finish the work on the units that are being renovated now. +We need to specify those units in the contract. We also need to specify the +units that have not been remodeled. I think he will be a good buyer. He is +a local with plenty of cash. Call me after you get this message. + +Jeff Smith +The Smith Company +2714 Bee Cave Road, Suite 100-D +Austin, Texas? 78746 +512-732-0009 +512-732-0010 fax +512-751-9728 mobile + +" +"allen-p/sent/47.","Message-ID: <33194055.1075855680782.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 06:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/24/2000 +01:29 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/sent/470.","Message-ID: <31067581.1075855717051.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 23:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is the rentroll for this Friday. Sorry it is so late. + + + +There are a few problems with the rentroll from 2/2. + +1. I know you mentioned the deposit would be 5360.65 which is what the bank +is showing, but the rentroll only adds up to 4865. The missing money on the +spreadsheet is probably the answer to my other questions below. + +2. #1 Did he pay the rent he missed on 1/26? + +3. #3 Did he miss rent on 1/26 and 2/2? + +4. #11 Missed on 2/2? + +5. #13 Missed on 1/26? + +6. #14 missed on 2/2? + +7. #15 missed on 2/2 and has not paid the 95 from 1/19? + +8. #20a missed on 2/2? + +9. #35 missed on 2/2? + +My guess is some of these were paid but not recorded on the 2/2 rentroll. +You may have sent me a message over the ""chat"" line that I don't remember on +some of these. I just want to get the final rentroll to tie exactly to the +bank deposit. + +Will have some time today to work on a utility letter. Tried to call Wade +last night at 5:30 but couldn't reach him. Will try again today. + +I believe that a doctor from Seguin is going to make an offer. Did you meet +them? If so, what did you think? + +Phillip" +"allen-p/sent/471.","Message-ID: <12327474.1075855717072.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 06:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: stage coach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I will email you an updated operating statement with Nov and Dec tomorrow +morning. What did the seguin doctor think of the place. + +How much could I get the stagecoach appraised for? Do you still do +appraisals? Could it be valued on an 11 or 12 cap?" +"allen-p/sent/472.","Message-ID: <22804001.1075855717094.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 01:58:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jacques, + +Can you draft the partnership agreement and the construction contract? + +The key business points are: + +1. Investment is a loan with prime + 1% rate + +2. Construction contract is cost plus $1.4 Million + +3. The investors' loan is repaid before any construction profit is paid. + +4. All parties are GP's but 3 out 4 votes needed for major decisions? + +5. 60/40 split favoring the investors. + +With regard to the construction contract, we are concerned about getting a +solid line by line cost estimate and clearly defining what constitutes +costs. Then we need a mechanism to track the actual expenses. Keith and I +would like to oversee the bookkeeping. The builders would be requred to fax +all invoices within 48 hours. We also would want online access to the +checking account of the partnership so we could see if checks were clearing +but invoices were not being submitted. + +Let me know if you can draft these agreements. The GP issue may need some +tweaking. + +Phillip Allen +713-853-7041 +pallen@enron.com + +" +"allen-p/sent/473.","Message-ID: <8127408.1075855717116.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com, mike.grigsby@enron.com +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst, Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/07/2001 +07:14 AM --------------------------- + + +Susan J Mara@ENRON +02/06/2001 04:12 PM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, mpalmer@enron.com, Neil +Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Paula +Warren/HOU/EES@EES, Richard L Zdunkewicz/HOU/EES@EES, Richard +Leibert/HOU/EES@EES, Richard Shapiro/NA/Enron@ENRON, Rita +Hennessy/NA/Enron@ENRON, Robert Badeer/HOU/ECT@ECT, Rosalinda +Tijerina/HOU/EES@EES, Sandra McCubbin/NA/Enron@ENRON, Sarah +Novosel/Corp/Enron@ENRON, Scott Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Sharon Dick/HOU/EES@EES, skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya +Leslie/HOU/EES@EES, Tasha Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri +Greenlee/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, +William S Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, +Richard B Sanders/HOU/ECT@ECT, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, dwatkiss@bracepatt.com, +rcarroll@bracepatt.com, Donna Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, +Kathryn Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Ren, Lazure/Western Region/The Bentley +Company@Exchange, Michael Tribolet/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, jklauber@llgm.com, Tamara +Johnson/HOU/EES@EES, Mary Hain/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Dirk vanUlden/Western Region/The Bentley +Company@Exchange, Steve Walker/SFO/EES@EES, James Wright/Western Region/The +Bentley Company@Exchange, Mike D Smith/HOU/EES@EES, Richard +Shapiro/NA/Enron@Enron +cc: +Subject: Governor Reports Results of 1st RFP -- ONLY 500 MW!!!! + +Here is a link to the governor's press release. He is billing it as 5,000 MW +of contracts, but then he says that there is only 500 available immediately. +WIth the remainder available from 3 to 10 years. + + +http://www.governor.ca.gov/state/govsite/gov_htmldisplay.jsp?BV_SessionID=@@@@ +1673762879.0981503886@@@@&BV_EngineID=falkdgkgfmhbemfcfkmchcng.0&sCatTitle=Pre +ss+Release&sFilePath=/govsite/press_release/2001_02/20010206_PR01049_longtermc +ontracts.html&sTitle=GOVERNOR+DAVIS+ANNOUNCES+LONG+TERM+POWER+SUPPLY&iOID=1325 +0 +" +"allen-p/sent/474.","Message-ID: <30815432.1075855717138.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 06:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Smeltering +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/06/2001 +02:12 PM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 02/06/2001 12:06 PM + + +To: Tim Belden/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron, Phillip K +Allen/HOU/ECT@ECT, John J Lavorato/Corp/Enron, Kevin M Presto/HOU/ECT@ECT +cc: LaCrecia Davenport/Corp/Enron@Enron, Bharat Khanna/NA/Enron@Enron +Subject: Smeltering + + +Below are some articles relating to aluminum, power and gas prices. Thought +it would be of interest. +Frank + +--- +---------------------- Forwarded by Michael Pitt/EU/Enron on 06/02/2001 17:00 +--------------------------- + + +Rohan Ziegelaar +30/01/2001 13:45 +To: Lloyd Fleming/LON/ECT@ECT, Andreas Barschkis/EU/Enron@Enron, Michael +Pitt/EU/Enron@Enron +cc: + +Subject: + + + + + + +" +"allen-p/sent/475.","Message-ID: <2318974.1075855717161.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 05:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: bridgette.anderson@enron.com +Subject: Re: Listing of Desk Directors +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bridgette Anderson +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Send it to Ina Rangel she can forward it to appropriate traders. There are +too many to list individually" +"allen-p/sent/476.","Message-ID: <18313352.1075855717182.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:52:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +My target is to get $225 back out of the stage. Therefore, I could take a +sales price of $740K and carry a second note of $210K. This would still only +require $75K cash from the buyer. After broker fees and a title policy, I +would net around $20K cash. + +You can go ahead and negotiate with the buyer and strike the deal at $740 or +higher with the terms described in the 1st email. Do you want to give the +New Braunfels buyer a quick look at the deal. + + +Phillip" +"allen-p/sent/477.","Message-ID: <31256903.1075855717204.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 01:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +I am not willing to guarantee to refinance the 1st lien on the stage in 4 +years and drop the rate on both notes at that point to 8%. There are several +reasons that I won't commit to this. Exposure to interest fluctuations, the +large cash reserves needed, and the limited financial resources of the buyer +are the three biggest concerns. + +What I am willing to do is lower the second note to 8% amortized over the +buyers choice of terms up to 30 years. The existing note does not come due +until September 2009. That is a long time. The buyer may have sold the +property. Interest rates may be lower. I am bending over backwards to make +the deal work with such an attractive second note. Guaranteeing to refinance +is pushing too far. + +Can you clarify the dates in the contract. Is the effective date the day the +earnest money is receipted or is it once the feasibility study is complete? + +Hopefully the buyer can live with these terms. I got your fax from the New +Braunfels buyer. If we can't come to terms with the first buyer I will get +started on the list. + +Email or call me later today. + +Phillip + + +" +"allen-p/sent/478.","Message-ID: <6586825.1075855717225.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 09:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: susan.scott@enron.com +Subject: Re: Pipe Options Book Admin Role +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Susan M Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan, + +Raised your issue to Sally Beck. Larry is going to spend time with you to +see if he can live without any reports. Also some IT help should be on the +way. + +Phillip" +"allen-p/sent/479.","Message-ID: <8710314.1075855717247.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 00:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/05/2001 +08:45 AM --------------------------- + + +Jeffrey C Gossett +02/02/2001 09:48 PM +To: Larry May/Corp/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT +cc: +Subject: re: book admin for Pipe/Gas daily option book + +When we meet, I would like to address the following issues: + +1.) I had at least 5 people here past midnight on both nights and I have +several people who have not left before 10:30 this week. +2.) It is my understanding that Susan was still booking new day deals on +Thursday night at 8:30 b/c she did not get deal tickets from the trading +floor until after 5:00 p.m. +3.) It is also my understanding that Susan is done with the p&l and +benchmark part of her book often times by 6:00, but that what keeps her here +late is usually running numerous extra models and spreadsheets. (One +suggestion might be a permanent IT person on this book.) (This was also my +understanding from Kyle Etter, who has left the company.) + +I would like to get this resolved as soon as possible so that Larry can get +the information that he needs to be effective and so that we can run books +like this and not lose good people. + +Thanks + + + + +Larry May@ENRON +02/02/2001 02:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry + + + +" +"allen-p/sent/48.","Message-ID: <16497263.1075855680804.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 05:52:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.m.hall@enron.com +Subject: +Cc: robert.superty@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robert.superty@enron.com +X-From: Phillip K Allen +X-To: bob.m.hall@enron.com +X-cc: Robert Superty +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Regarding Patti Sullivan's contributions to the west desk this year, her +efforts deserve recognition and a PBR award. Patti stepped up to fill the +gap left by Randy Gay's personal leave. Patti held together the scheduling +group for about 2 month's by working 7days a week during this time. Patti +was always the first one in the office during this time. Frequently, she +would be at work before 4 AM to prepare the daily operation package. All the +traders came to depend on the information Patti provided. This information +has been extremely critical this year due to the pipeline explosion and size +of the west desk positions. + Please call to discuss cash award. + +Phillip" +"allen-p/sent/480.","Message-ID: <29819021.1075855717269.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:44:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +04:43 PM --------------------------- + + + + From: Phillip K Allen 02/02/2001 02:40 PM + + +To: stagecoachmama@hotmail.com +cc: +Subject: + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + + + +" +"allen-p/sent/481.","Message-ID: <32849249.1075855717291.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 08:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Please fix #41 balance by deleting the $550 in the ""Rent Due"" column. The +other questions I had about last week's rent are: + +#15 Only paid 95 of their 190 on 1/19 then paid nothing on 1/26. What is +going on? + +#25 Looks like she was short by 35 and still owes a little on deposit + +#27 Switched to weekly, but paid nothing this week. Why? + +I spoke to Jeff Smith. I think he was surprised that we were set up with +email and MSN Messenger. He was not trying to insult you. I let Jeff know +that he should try and meet the prospective buyers when they come to see the +property. Occasionally, a buyer might stop buy without Jeff and you can show +them around and let them know what a nice quiet well maintained place it is. + +Regarding the raise, $260/week plus the apartment is all I can pay right +now. I increased your pay last year very quickly so you could make ends meet +but I think your wages equate to $10/hr and that is fair. As Gary and Wade +continue to improve the property, I need you to try and improve the +property's tenants and reputation. The apartments are looking better and +better, yet the turnover seems to be increasing. + +Remember that as a manager you need to set the example for the tenants. It +is hard to tell tenants that they are not supposed to have extra people move +in that are not on the lease, when the manager has a houseful of guests. I +realize you have had a lot of issues with taking your son to the doctor and +your daughter being a teenager, but you need to put in 40 hours and be +working in the office or on the property during office unless you are running +an errand for the property. + +I am not upset that you asked for a raise, but the answer is no at this +time. We can look at again later in the year. + +I will talk to you later or you can email or call over the weekend. + +Phillip + + +" +"allen-p/sent/482.","Message-ID: <26274260.1075855717313.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: jacquestc@aol.com +Subject: final business points +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jacquestc@aol.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:43 PM --------------------------- + + + + From: Phillip K Allen 01/31/2001 01:23 PM + + +To: cbpres@austin.rr.com +cc: llewter@austin.rr.com +Subject: + + +" +"allen-p/sent/483.","Message-ID: <15173672.1075855717334.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 07:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: re: book admin for Pipe/Gas daily option book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would like to go to this meeting. Can you arrange it? + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 02/02/2001 +03:00 PM --------------------------- + + +Larry May@ENRON +02/02/2001 12:43 PM +To: Sally Beck/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, Susan M +Scott/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON +cc: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: re: book admin for Pipe/Gas daily option book + +As you might be aware, Susan Scott (the book admin for the pipe option book) +was forced by system problems to stay all night Wednesday night and until 200 +am Friday in order to calc my book. While she is scheduled to rotate to the +West desk soon, I think we need to discuss putting two persons on my book in +order to bring the work load to a sustainable level. I'd like to meet at +2:30 pm on Monday to discuss this issue. Please let me know if this time +fits in your schedules. + +Thanks, + +Larry +" +"allen-p/sent/484.","Message-ID: <10232464.1075855717356.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 06:59:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeffrey.gossett@enron.com, sally.beck@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey C Gossett, Sally Beck +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Susan hours are out of hand. We need to find a solution. Let's meet on +Monday to assess the issue + +Phillip" +"allen-p/sent/485.","Message-ID: <10567194.1075855717377.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 06:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Phillip Allen Response on Partnership Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Got your email. I will let Jacques know. I guess we can work out the finer +points next week. The bank here in Houston is dealing with their auditors +this week, so unfortunately I did not hear from them this week. The are +promising to have some feedback by Monday. I will let you know as soon as I +hear from them. + +Phillip" +"allen-p/sent/486.","Message-ID: <32778648.1075855717399.JavaMail.evans@thyme> +Date: Fri, 2 Feb 2001 05:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: info@geoswan.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: info@geoswan.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +The probability of building a house this year is increasing. I have shifted +to a slightly different plan. There were too many design items that I could +not work out in the plan we discussed previously. Now, I am leaning more +towards a plan with two wings and a covered courtyard in the center. One +wing would have a living/dining kitchen plus master bedroom downstairs with 3 +kid bedrooms + a laundry room upstairs. The other wing would have a garage + +guestroom downstairs with a game room + office/exercise room upstairs. This +plan still has the same number of rooms as the other plan but with the +courtyard and pool in the center this plan should promote more outdoor +living. I am planning to orient the house so that the garage faces the west. + The center courtyard would be covered with a metal roof with some fiberglass +skylights supported by metal posts. I am envisioning the two wings to have +single slope roofs that are not connected to the center building. + +I don't know if you can imagine the house I am trying to describe. I would +like to come and visit you again this month. If it would work for you, I +would like to drive up on Sunday afternoon on Feb. 18 around 2 or 3 pm. I +would like to see the progress on the house we looked at and tour the one we +didn't have time for. I can bring more detailed drawings of my new plan. + +Call or email to let me know if this would work for you. +pallen70@hotmail.com or 713-463-8626(home), 713-853-7041(work) + + +Phillip Allen + + +PS. Channel 2 in Houston ran a story yesterday (Feb. 2) about a home in +Kingwood that had a poisonous strain of mold growing in the walls. You +should try their website or call the station to get the full story. It would +makes a good case for breathable walls." +"allen-p/sent/487.","Message-ID: <14072616.1075855717420.JavaMail.evans@thyme> +Date: Thu, 1 Feb 2001 04:03:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Re: web site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +8500????? That's twice as valuable as your car! Can't you get a used one +for $3000?" +"allen-p/sent/488.","Message-ID: <26829414.1075855717441.JavaMail.evans@thyme> +Date: Thu, 1 Feb 2001 03:07:00 -0800 (PST) +From: phillip.allen@enron.com +To: jeff.richter@enron.com +Subject: Re: web site +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeff Richter +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nice. how much? + +Are you trying to keep the economy going?" +"allen-p/sent/489.","Message-ID: <17518272.1075855717462.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: 8774820206@pagenetmessage.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: 8774820206@pagenetmessage.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Testing. Sell low and buy high +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001 +04:51 PM --------------------------- + + + + From: Phillip K Allen 01/12/2001 08:58 AM + + +To: 8774820206@pagenetmessage.net +cc: +Subject: + +testing +" +"allen-p/sent/49.","Message-ID: <9231430.1075855680825.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 05:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: rbandekow@home.com +Subject: Re: Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Richard J. Bandekow"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Richard, + + Are you available at 5:30 ET today? + +Phillip" +"allen-p/sent/490.","Message-ID: <23025979.1075855717484.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: The Stage +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Before you write off the stage, a few things to think about. + +1. Operating expenses include $22,000 of materials for maintenance and +repairs. Plus having a full time onsite maintenance man means no extra labor +cost for repairs. There are only 44 units a lot of his time is spent on +repairs. + +2. What is an outside management firm going to do? A full time onsite +manager is all that is required. As I mentioned the prior manager has +interest in returning. Another alternative would be to hire a male manager +that could do more make readies and lawn care. If you turn it over to a +management company you could surely reduce the cost of a full time manager +onsite. + +3. Considering #1 & #2 $115,000 NOI is not necessarily overstated. If you +want to be ultra conservative use $100,000 at the lowest. + +4. Getting cash out is not a priority to me. So I am willing to structure +this deal with minimum cash. A 10% note actually attractive. See below. + +My job just doesn't give me the time to manage this property. This property +definitely requires some time but it has the return to justify the effort. + + +Sales Price 705,000 + +1st Lien 473,500 + +2nd Lien 225,000 + +Transfer fee 7,500 + +Cash required 14,500 + + +NOI 100,000 + +1st Lien 47,292 + +2nd Lien 23,694 + +Cash flow 29,014 + +Cash on cash 200% + + +These numbers are using the conservative NOI, if it comes in at $115K then +cash on cash return would be more like 300%. This doesn't reflect the +additional profit opportunity of selling the property in the next few years +for a higher price. + +Do you want to reconsider? Let me know. + +Phillip +" +"allen-p/sent/491.","Message-ID: <14368653.1075855717509.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 23:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on + Edison +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/31/2001= +=20 +07:12 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 10:10 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly=20 +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol= +=20 +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT,= +=20 +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H=20 +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES,=20 +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy=20 +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward=20 +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES,= +=20 +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W=20 +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger=20 +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G=20 +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EE= +S,=20 +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James=20 +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EE= +S,=20 +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe=20 +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy=20 +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevi= +n=20 +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES,= +=20 +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EE= +S,=20 +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael=20 +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES= +,=20 +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul=20 +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L=20 +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard=20 +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert=20 +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES,= +=20 +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott=20 +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES,=20 +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tas= +ha=20 +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Ti= +m=20 +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES,=20 +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S=20 +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard = +B=20 +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,= +=20 +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna=20 +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn=20 +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda=20 +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western= +=20 +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron,=20 +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B=20 +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Robert = +C=20 +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: =20 +Subject: Highlights of Executive Summary by KPMG -- CPUC Audit Report on=20 +Edison + + +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 10:02 AM ----- + +=09""Daniel Douglass"" +=0901/30/2001 08:31 AM +=09=09=20 +=09=09 To: , , ,=20 +, , ,=20 +, ,=20 +, , ,=20 +, , ,= +=20 +, , = +,=20 +, ,=20 +, ,=20 + +=09=09 cc:=20 +=09=09 Subject: CPUC Audit Report on Edison + +The following are the highlights from the Executive Summary of the KPMG aud= +it=20 +report on Southern California Edison: +=20 +I. Cash Needs +Highlights: +SCE=01,s original cash forecast, dated as December 28, 2000, projects a com= +plete=20 +cash depletion date of February 1, 2001. Since then SCE has instituted a=20 +program of cash conservation that includes suspension of certain obligation= +s=20 +and other measures.=20 +Based on daily cash forecasts and cash conservation activities, SCE=01,s=20 +available cash improved through January 19 from an original estimate of $51= +.8=20 +million to $1.226 billion. The actual cash flow, given these cash=20 +conservation activities, extends the cash depletion date. +II. Credit Relationships +Highlights: +SCE has exercised all available lines of credit and has not been able to=20 +extend or renew credit as it has become due. +At present, there are no additional sources of credit open to SCE. +SCE=01,s loan agreements provide for specific clauses with respect to defau= +lt.=20 +Generally, these agreements provide for the debt becoming immediately due a= +nd=20 +payable. +SCE=01,s utility plant assets are used to secure outstanding mortgage bond= +=20 +indebtedness, although there is some statutory capacity to issue more=20 +indebtedness if it were feasible to do so. +Credit ratings agencies have downgraded SCE=01,s credit ratings on most of = +its=20 +rated indebtedness from solid corporate ratings to below investment grade= +=20 +issues within the last three weeks. +III. Energy Cost Scenarios +Highlights +This report section uses different CPUC supplied assumptions to assess=20 +various price scenarios upon SCE=01,s projected cash depletion dates. Under= + such=20 +scenarios, SCE would have a positive cash balance until March 30, 2001. +IV. Cost Containment Initiatives +Highlights +SCE has adopted a $460 million Cost Reduction Plan for the year 2001. +The Plan consists of an operation and maintenance component and a capital= +=20 +improvement component as follows (in millions): +Operating and maintenance costs $ 77 +Capital Improvement Costs 383 +Total $ 460 +The Plan provides for up to 2,000 full, part-time and contract positions to= +=20 +be eliminated with approximately 75% of the total staff reduction coming fr= +om=20 +contract employees. +Under the Plan, Capital Improvement Costs totaling $383 million are for the= +=20 +most part being deferred to a future date. +SCE dividends to its common shareholder and preferred stockholders and=20 +executive bonuses have been suspended, resulting in an additional cost=20 +savings of approximately $92 million. +V. Accounting Mechanisms to Track Stranded Cost Recovery (TRA and TCBA=20 +Activity) +Highlights: +As of December 31, 2000, SCE reported an overcollected balance in the=20 +Transition Cost Balancing Account (TCBA) Account of $494.5 million. This=20 +includes an estimated market valuation of its hydro facilities of $500=20 +million and accelerated revenues of $175 million. +As of December 31, 2000, SCE reported an undercollected balance in SCE=01,s= +=20 +Transition Account (TRA) of $4.49 billion. +Normally, the generation memorandum accounts are credited to the TCBA at th= +e=20 +end of each year. However, the current generation memorandum account credit= +=20 +balance of $1.5 billion has not been credited to the TCBA, pursuant to=20 +D.01-01-018. +Costs of purchasing generation are tracked in the TRA and revenues from=20 +generation are tracked in the TCBA. Because these costs and revenues are=20 +tracked separately, the net liability from procuring electric power, as=20 +expressed in the TRA, are overstated. +TURN Proposal +As part of our review, the CPUC asked that we comment on the proposal of TU= +RN=20 +to change certain aspects of the regulatory accounting for transition asset= +s.=20 +Our comments are summarized as follows: +The Proposal would have no direct impact on the cash flows of SCE in that i= +t=20 +would not directly generate nor use cash. +The Proposal=01,s impact on SCE=01,s balance sheet would initially be to sh= +ift=20 +costs between two regulatory assets. +TURN=01,s proposal recognizes that because the costs of procuring power and= + the=20 +revenues from generating power are tracked separately, the undercollection = +in=20 +the TRA is overstated. +VI. Flow of Funds Analysis +Highlights: +In the last five years, SCE had generated net income of $2.7 billion and a= +=20 +positive cash flow from operations of $7 billion. +During the same time period, SCE paid dividends and other distributions to= +=20 +its parent, Edison International, of approximately $4.8 billion. +Edison International used the funds from dividends to pay dividends to its= +=20 +shareholders of $1.6 billion and repurchased shares of its outstanding comm= +on=20 +stock of $2.7 billion, with the remaining funds being used for administrati= +ve=20 +and general costs, investments, and other corporate purposes. +[there is no Section VII] +=20 +VIII. Earnings of California Affiliates +SCE=01,s payments for power to its affiliates were approximately $400-$500= +=20 +million annually and remained relatively stable from 1996 through 1999.=20 +In 2000, the payments increased by approximately 50% to over $600 million.= +=20 +This increase correlates to the increase in market prices +for natural gas for the same period. +A copy of the report is available on the Commission website at=20 +www.cpuc.ca.gov. +=20 +Dan + +" +"allen-p/sent/492.","Message-ID: <2716322.1075855717639.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +What is the latest? Write me a note about what is going on and what issues +you need my help to deal with when you send the rentroll. + +Phillip +" +"allen-p/sent/493.","Message-ID: <19197930.1075855717665.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 03:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: CPUC posts audit reports +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/30/2001 +11:21 AM --------------------------- + + +Susan J Mara@ENRON +01/30/2001 09:14 AM +To: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly +Aden/HOU/EES@EES, Bill Votaw/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol +Moffett/HOU/EES@EES, Cathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, +Christina Liscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H +Sutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, +Dennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Dorothy +Youngblood/HOU/ECT@ECT, Douglas Huth/HOU/EES@EES, Edward +Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, Erika Dupre/HOU/EES@EES, +Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, Frank W +Vickers/HOU/ECT@ECT, Gayle W Muench/HOU/EES@EES, Ginger +Dernehl/NA/Enron@ENRON, Gordon Savage/HOU/EES@EES, Harold G +Buchanan/HOU/EES@EES, Harry Kingerski/NA/Enron@ENRON, Iris Waser/HOU/EES@EES, +James D Steffes/NA/Enron@ENRON, James W Lewis/HOU/EES@EES, James +Wright/Western Region/The Bentley Company@Exchange, Jeff Messina/HOU/EES@EES, +Jeremy Blachman/HOU/EES@EES, Jess Hewitt/HOU/EES@EES, Joe +Hartsoe/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Kathy +Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken Gustafson/HOU/EES@EES, Kevin +Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, Leticia Botello/HOU/EES@EES, +Mark S Muller/HOU/EES@EES, Marsha Suggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Meredith M Eggleston/HOU/EES@EES, Michael Etringer/HOU/ECT@ECT, Michael +Mann/HOU/EES@EES, Michelle D Cisneros/HOU/ECT@ECT, Mike M Smith/HOU/EES@EES, +mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil Hong/HOU/EES@EES, Paul +Kaufman/PDX/ECT@ECT, Paula Warren/HOU/EES@EES, Richard L +Zdunkewicz/HOU/EES@EES, Richard Leibert/HOU/EES@EES, Richard +Shapiro/NA/Enron@ENRON, Rita Hennessy/NA/Enron@ENRON, Robert +Badeer/HOU/ECT@ECT, Roger Yang/SFO/EES@EES, Rosalinda Tijerina/HOU/EES@EES, +Sandra McCubbin/NA/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Scott +Gahn/HOU/EES@EES, Scott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES, +skean@enron.com, Susan J Mara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tasha +Lair/HOU/EES@EES, Ted Murphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Tim +Belden/HOU/ECT@ECT, Tony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES, +Vladimir Gorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S +Bradford/HOU/ECT@ECT, Jubran Whalan/HOU/EES@EES, triley@enron.com, Richard B +Sanders/HOU/ECT@ECT, Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, +dwatkiss@bracepatt.com, rcarroll@bracepatt.com, Donna +Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, Kathryn +Corbally/Corp/Enron@ENRON, Bruno Gaillard/EU/Enron@Enron, Linda +Robertson/NA/Enron@ENRON, Phillip K Allen/HOU/ECT@ECT, Ren, Lazure/Western +Region/The Bentley Company@Exchange, Michael Tribolet/Corp/Enron@Enron, +Phillip K Allen/HOU/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Richard B +Sanders/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Gordon +Savage/HOU/EES@EES, Donna Fulton/Corp/Enron@ENRON, Robert C +Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: +Subject: CPUC posts audit reports + +Here's the link for the audit report +----- Forwarded by Susan J Mara/NA/Enron on 01/30/2001 08:53 AM ----- + + andy brown + 01/29/2001 07:27 PM + Please respond to abb; Please respond to andybrwn + + To: carol@iepa.com + cc: ""'Bill Carlson (E-mail)'"" , ""'Bill +Woods (E-mail)'"" , ""'Bob Ellery (E-mail)'"" +, ""'Bob Escalante (E-mail)'"" +, ""'Bob Gates (E-mail)'"" , +""'Carolyn A Baker (E-mail)'"" , ""'Cody Carter +(E-mail)'"" , ""'Curt Hatton (E-mail)'"" +, ""'Curtis Kebler (E-mail)'"" +, ""'David Parquet'"" +, ""'Dean Gosselin (E-mail)'"" +, ""'Doug Fernley (E-mail)'"" +, ""'Douglas Kerner (E-mail)'"" , +""'Duane Nelsen (E-mail)'"" , ""'Ed Tomeo (E-mail)'"" +, ""'Eileen Koch (E-mail)'"" , +""'Eric Eisenman (E-mail)'"" , ""'Frank DeRosa +(E-mail)'"" , ""'Greg Blue (E-mail)'"" +, ""'Hap Boyd (E-mail)'"" , ""'Hawks Jack +(E-mail)'"" , ""'Jack Pigott (E-mail)'"" +, ""'Jim Willey (E-mail)'"" , ""'Joe +Greco (E-mail)'"" , ""'Joe Ronan (E-mail)'"" +, ""'John Stout (E-mail)'"" , +""'Jonathan Weisgall (E-mail)'"" , ""'Kate Castillo +(E-mail)'"" , ""Kelly Lloyd (E-mail)"" +, ""'Ken Hoffman (E-mail)'"" , +""'Kent Fickett (E-mail)'"" , ""'Kent Palmerton'"" +, ""'Lynn Lednicky (E-mail)'"" , +""'Marty McFadden (E-mail)'"" , ""'Paula Soos'"" +, ""'Randy Hickok (E-mail)'"" +, ""'Rob Lamkin (E-mail)'"" +, ""'Roger Pelote (E-mail)'"" +, ""'Ross Ain (E-mail)'"" +, ""'Stephanie Newell (E-mail)'"" +, ""'Steve Iliff'"" +, ""'Steve Ponder (E-mail)'"" , +""'Susan J Mara (E-mail)'"" , ""'Tony Wetzel (E-mail)'"" +, ""'William Hall (E-mail)'"" +, ""'Alex Sugaoka (E-mail)'"" +, ""'Allen Jensen (E-mail)'"" +, ""'Andy Gilford (E-mail)'"" +, ""'Armen Arslanian (E-mail)'"" +, ""Bert Hunter (E-mail)"" +, ""'Bill Adams (E-mail)'"" , +""'Bill Barnes (E-mail)'"" , ""'Bo Buchynsky +(E-mail)'"" , ""'Bob Tormey'"" , +""'Charles Johnson (E-mail)'"" , ""'Charles Linthicum +(E-mail)'"" , ""'Diane Fellman (E-mail)'"" +, ""'Don Scholl (E-mail)'"" +, ""'Ed Maddox (E-mail)'"" +, ""'Edward Lozowicki (E-mail)'"" +, ""'Edwin Feo (E-mail)'"" , +""'Eric Edstrom (E-mail)'"" , ""'Floyd Gent (E-mail)'"" +, ""'Hal Dittmer (E-mail)'"" , ""'John +O'Rourke'"" , ""'Kawamoto, Wayne'"" +, ""'Ken Salvagno (E-mail)'"" , ""Kent Burton +(E-mail)"" , ""'Larry Kellerman'"" +, ""'Levitt, Doug'"" , ""'Lucian +Fox (E-mail)'"" , ""'Mark J. Smith (E-mail)'"" +, ""'Milton Schultz (E-mail)'"" , ""'Nam +Nguyen (E-mail)'"" , ""'Paul Wood (E-mail)'"" +, ""'Pete Levitt (E-mail)'"" , +""'Phil Reese (E-mail)'"" , ""'Robert Frees (E-mail)'"" +, ""'Ross Ain (E-mail)'"" , ""'Scott +Harlan (E-mail)'"" , ""'Tandy McMannes (E-mail)'"" +, ""'Ted Cortopassi (E-mail)'"" +, ""'Thomas Heller (E-mail)'"" +, ""'Thomas Swank'"" , ""'Tom +Hartman (E-mail)'"" , ""'Ward Scobee (E-mail)'"" +, ""'Brian T. Craggq'"" , ""'J. +Feldman'"" , ""'Kassandra Gough (E-mail)'"" +, ""'Kristy Rumbaugh (E-mail)'"" +, ""Andy Brown (E-mail)"" +, ""Jan Smutny-Jones (E-mail)"" , ""Katie +Kaplan (E-mail)"" , ""Steven Kelly (E-mail)"" + Subject: CPUC posts audit reports + +This email came in to parties to the CPUC proceeding. The materials should +be available on the CPUC website, www.cpuc.ca.gov. The full reports will be +available. ABB + +Parties, this e-mail note is to inform you that the KPMG audit report will be +posted on the web as of 7:00 p.m on January 29, 2001. You will see +the following documents on the web: + +1. President Lynch's statement +2. KPMG audit report of Edison +3. Ruling re: confidentiality + +Here is the link to the web site: +http://www.cpuc.ca.gov/010129_audit_index.htm + + +-- +Andrew Brown +Sacramento, CA +andybrwn@earthlink.net + + + + +" +"allen-p/sent/494.","Message-ID: <206779.1075855717686.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 23:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: Bishops Corner Partnership +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Keith and I are reviewing your proposal. We will send you a response by this +evening. + +Phillip" +"allen-p/sent/495.","Message-ID: <19238137.1075855717708.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 07:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: RE:Stock Options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +03:26 PM --------------------------- + + +""Stephen Benotti"" on 01/29/2001 11:24:33 AM +To: ""'pallen@enron.com'"" +cc: +Subject: RE:Stock Options + + + +Phillip here is the information you requested. + +Shares Vest date Grant Price +4584 12-31-01 18.375 +3200 + 1600 12-31-01 20.0625 + 1600 12-31-02 20.0625 +9368 + 3124 12-31-01 31.4688 + 3124 12-31-02 31.4688 + 3120 12-31-03 31.4688 +5130 + 2565 1-18-02 55.50 + 2565 1-18-03 55.50 +7143 + 2381 8-1-01 76.00 + 2381 8-1-02 76.00 + 2381 8-1-03 76.00 +24 + 12 1-18-02 55.50 + 12 1-18-03 55.50 + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. +" +"allen-p/sent/496.","Message-ID: <4874825.1075855717730.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 07:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: 32 acres +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +That is good news about Leander. + +Now for the stage. I would like to get it sold by the end of March. I have +about $225K invested in the stagecoach, + it looks like I need to get around $745K to breakeven. + +I don't need the cash out right now so if I could get a personal guarantee +and Jaques Craig can +work out the partnership transfer, I would definitely be willing to carry a +second lien. I understand second liens are going for 10%-12%. +Checkout this spreadsheet. + + + + + +These numbers should get the place sold in the next fifteen minutes. +However, I am very concerned about the way it is being shown. Having Lucy +show it is not a good idea. I need you to meet the buyers and take some +trips over to get more familar with the property. My dad doesn't have the +time and I don't trust +Lucy or Wade to show it correctly. I would prefer for you to show it from +now on. + +I will have the operating statements complete through December by this +Friday. + + +Phillip + + + + +" +"allen-p/sent/497.","Message-ID: <24822391.1075855717752.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 04:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Re: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/29/2001 +12:14 PM --------------------------- +To: +cc: +Subject: Re: SM134 + +George, + +Here is a spreadsheet that illustrates the payout of investment and builders +profit. Check my math, but it looks like all the builders profit would be +recouped in the first year of operation. At permanent financing $1.1 would +be paid, leaving only .3 to pay out in the 1st year. + + + +Since almost 80% of builders profit is repaid at the same time as the +investment, I feel the 65/35 is a fair split. However, as I mentioned +earlier, I think we should negotiate to layer on additional equity to you as +part of the construction contract. + +Just to begin the brainstorming on what a construction agreement might look +like here are a few ideas: + + 1. Fixed construction profit of $1.4 million. Builder doesn't benefit from +higher cost, rather suffers as an equity holder. + + 2. +5% equity for meeting time and costs in original plan ($51/sq ft, phase +1 complete in November) + +5% equity for under budget and ahead of schedule + -5% equity for over budget and behind schedule + +This way if things go according to plan the final split would be 60/40, but +could be as favorable as 55/45. I realize that what is budget and schedule +must be discussed and agreed upon. + +Feel free to call me at home (713)463-8626 + + +Phillip + + +" +"allen-p/sent/498.","Message-ID: <7682654.1075855717773.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 07:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: RE: Loan for San Marcos +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +We should hear from the bank in Houston on Monday. + +The best numbers and times to reach me: + +work 713-853-7041 +fax 713-464-2391 +cell 713-410-4679 +home 713-463-8626 +pallen70@hotmail.com (home) +pallen@enron.com (work) + +I am usually at work M-F 7am-5:30pm. Otherwise try me at home then on my +cell. + +Keiths numbers are: + +work 713-853-7069 +fax 713-464-2391 +cell 713-502-9402 +home 713-667-5889 +kholst@enron.com + +Phillip +" +"allen-p/sent/499.","Message-ID: <4918592.1075855717795.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: dexter@intelligencepress.com +Subject: Re: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Dexter Steis @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dexter, + +You should receive a guest id shortly. + +Phillip" +"allen-p/sent/5.","Message-ID: <31786285.1075855679871.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 06:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a final 12/01 rentroll for you to save. My only questions are: + +1. Neil Moreno in #21-he paid $120 on 11/24, but did not pay anything on +12/01. Even if he wants to swich to bi-weekly, he needs to pay at the +beginning + of the two week period. What is going on? + +2. Gilbert in #27-is he just late? + + +Here is a file for 12/08." +"allen-p/sent/50.","Message-ID: <30515713.1075855680847.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 08:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jedglick@hotmail.com +Subject: Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jedglick@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jed, + + I understand you have been contacted regarding a telephone interview to +discuss trading opportunities at Enron. I am sending you this message to +schedule the interview. Please call or email me with a time that would be +convenient for you. I look forward to speaking with you. + +Phillip Allen +West Gas Trading +pallen@enron.com +713-853-7041" +"allen-p/sent/500.","Message-ID: <22219483.1075855717816.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:55:00 -0800 (PST) +From: phillip.allen@enron.com +To: mary.gray@enron.com +Subject: NGI access to eol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mary Griff Gray +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Griff, + +Can you accomodate Dexter as we have in the past. This has been very helpful +in establishing a fair index at Socal Border. + +Phillip + +Please cc me on the email with a guest password. The sooner the better as +bidweek is underway. + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:49 AM --------------------------- + + +Dexter Steis on 01/26/2001 07:28:29 AM +To: Phillip.K.Allen@enron.com +cc: +Subject: NGI access to eol + + +Phillip, + +I was wondering if I could trouble you again for another guest id for eol. +In previous months, it has helped us here at NGI when we go to set indexes. + +I appreciate your help on this. + +Dexter + +" +"allen-p/sent/501.","Message-ID: <15577752.1075855717838.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 01:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Status of QF negotiations on QFs & Legislative Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/26/2001 +09:41 AM --------------------------- + + + + From: Chris H Foster 01/26/2001 05:50 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT +Subject: Status of QF negotiations on QFs & Legislative Update + +Phillip: + +It looks like a deal with the non gas fired QFs is iminent. One for the gas +generators is still quite a ways off. + +The non gas fired QFs will be getting a fixed price for 5 years and reverting +back to their contracts thereafter. They also will give back + +I would expect that the gas deal using an implied gas price times a heat rate +would be very very difficult to close. Don't expect hedgers to come any time +soon. + +I will keep you abreast of developments. + +C +---------------------- Forwarded by Chris H Foster/HOU/ECT on 01/26/2001 +05:42 AM --------------------------- + + +Susan J Mara@ENRON +01/25/2001 06:02 PM +To: Michael Tribolet/Corp/Enron@Enron, Christopher F Calger/PDX/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Jeff +Dasovich/NA/Enron@Enron, Michael Etringer/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron, Sandra McCubbin/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Chris H Foster/HOU/ECT@ECT +cc: +Subject: Status of QF negotiations on QFs & Legislative Update + +This from a conference call with IEP tonight at 5 pm: + +RE; Non-Gas-fired QFs -- The last e-mail I sent includes the latest version +of the IEP proposal. Negotiations with SCE on this proposal are essentially +complete. PG&E is OK with the docs. All QFs but Calpine have agreed with +the IEP proposal -- Under the proposal, PG&E would ""retain"" $106 million (of +what, I'm not sure -- I think they mean a refund to PG&E from QFs who +switched to PX pricing). The money would come from changing the basis for the +QF payments from the PX price to the SRAC price, starting back in December +(and maybe earlier). + +PG&E will not commit to a payment schedule and will not commit to take the +Force Majeure notices off the table. QFs are asking IEP to attempt to get +some assurances of payment. + +SCE has defaulted with its QFs; PG&E has not yet -- but big payments are due +on 2/2/01. + +For gas-fired QFs -- Heat rate of 10.2 included in formula for PG&E's +purchases from such QFs. Two people are negotiating the these agreements +(Elcantar and Bloom), but they are going very slowly. Not clear this can be +resolved. Batten and Keeley are refereeing this. No discussions on this +occurred today. + +Status of legislation -- Keeley left town for the night, so not much will +happen on the QFs.Assembly and Senate realize they have to work together. +Plan to meld together AB 1 with Hertzberg's new bill . Hydro as security is +dead. Republicans were very much opposed to it. + + +" +"allen-p/sent/502.","Message-ID: <23601360.1075855717861.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Interviews Needed - 2/15/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Patti, + +This sounds like an opportunity to land a couple of analyst to fill the gaps +in scheduling. Remember their rotations last for one year. Do you want to +be an interviewer? + +Phillip +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:46 PM --------------------------- + + + + From: Jana Giovannini 01/24/2001 09:42 AM + + +To: Chris Gaskill/Corp/Enron@Enron, Marc De La Roche/HOU/ECT@ECT, Mark A +Walker/NA/Enron@Enron, Andrea V Reed/HOU/ECT@ECT, Katherine L +Kelly/HOU/ECT@ECT, Stacey W White/HOU/ECT@ECT, John Best/NA/Enron, Timothy J +Detmering/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, Frank W +Vickers/NA/Enron@Enron, Carl Tricoli/Corp/Enron@Enron, Edward D +Baughman/HOU/ECT@ECT, Larry Lawyer/NA/Enron@Enron, Jere C +Overdyke/HOU/ECT@ECT, Brad Blesie/Corp/Enron@ENRON, Lynette +LeBlanc/Houston/Eott@Eott, Thomas Myers/HOU/ECT, Jeffrey C +Gossett/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Kayne Coulter/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Chris Abel/HOU/ECT@ECT, Steve +Venturatos/HOU/ECT@ECT, Ben Jacoby/HOU/ECT@ECT +cc: David W Delainey/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Mike +McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT +Subject: Analyst Interviews Needed - 2/15/01 + + + + +All, + +The Analyst and Associate Programs recognize we have many Analyst needs that +need to be addressed immediately. While we anticipate many new Analysts +joining Enron this summer (late May) and fulltime (August) we felt it +necessary to address some of the immediate needs with an Off-Cycle Recruiting +event. We are planning this event for Thursday, February 15 and are inviting +approximately 30 candidates to be interviewed. I am asking that you forward +this note to any potential interviewers (Managers or above). We will conduct +first round interviews in the morning and the second round interviews in the +afternoon. We need for interviewers to commit either to the morning +(9am-12pm) or afternoon (2pm-5pm) complete session. Please submit your +response using the buttons below and update your calendar for this date. In +addition, we will need the groups that have current needs to commit to taking +one or more of these Analysts should they be extended an offer. Thanks in +advance for your cooperation. + + + + +Thank you, +Jana + + +" +"allen-p/sent/503.","Message-ID: <21119921.1075855717882.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: nick.politis@enron.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Nick Politis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nick, + +There is a specific program that we are using to recruit, train, and mentor +new traders on the gas and power desks. The trading track program is being +coordinated by Ted Bland. I have forwarded him your resume. Give him a call +and he will fill you in on the details of the program. + +Phillip" +"allen-p/sent/504.","Message-ID: <23737544.1075855717904.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 04:39:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Kidventure Camp +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +12:39 PM --------------------------- + + Enron North America Corp. + + From: WorkLife Department and Kidventure @ ENRON +01/24/2001 09:00 PM + + +Sent by: Enron Announcements@ENRON +To: All Enron Houston +cc: +Subject: Kidventure Camp + +" +"allen-p/sent/505.","Message-ID: <28262246.1075855717925.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +#32 and #29 are fine. + +#28 paid weekly on 1/5. Then he switched to biweekly. He should have paid +260 on 1/12. Two weeks rent in advance. Instead he paid 260 on 1/19. He +either needs to get back on schedule or let him know he is paying in the +middle of his two weeks. He is only paid one week in advance. This is not a +big deal, but you should be clear with tenants that rent is due in advance. + +Here is an updated rentroll. Please use this one instead of the one I sent +you this morning. + +Finally, can you fax me the application and lease from #9. + + + +Phillip" +"allen-p/sent/506.","Message-ID: <7040118.1075855717947.JavaMail.evans@thyme> +Date: Thu, 25 Jan 2001 00:17:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: Re: Draft of Opposition to ORA/TURN petition +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/25/2001 +08:17 AM --------------------------- +From: Leslie Lawner@ENRON on 01/24/2001 08:17 PM CST +To: MBD +cc: Harry Kingerski/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Don Black/HOU/EES@EES, +James Shirley/HOU/EES@EES, Frank Ermis/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT +Subject: Re: Draft of Opposition to ORA/TURN petition + +Everything is short and sweet except the caption! One comment. The very +last sentence reads : PG&E can continue to physically divert gas if +necessary . . . "" SInce they haven't actually begun to divert yet, let's +change that sentence to read ""PG&E has the continuing right to physically +divert gas if necessary..."" + +I will send this around for comment. Thanks for your promptness. + +Any comments, anyone? + + + + MBD + 01/24/2001 03:47 PM + + To: ""'llawner@enron.com'"" + cc: + Subject: Draft of Opposition to ORA/TURN petition + + +Leslie: + +Here is the draft. Short and sweet. Let me know what you think. We will +be ready to file on Friday. Mike Day + + <> + + - X20292.DOC + + +" +"allen-p/sent/507.","Message-ID: <10338937.1075855717970.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 23:40:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a rentroll for this week. I still have questions on #28,#29, and #32. +" +"allen-p/sent/508.","Message-ID: <21678736.1075855717995.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:23:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Cc: cbpres@austin.rr.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: cbpres@austin.rr.com +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: cbpres@austin.rr.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +I met with a banker that is interested in financing the project. They need +the following: + +Financial statements plus last two years tax returns. +Builders resume listing similar projects + +The banker indicated he could pull together a proposal by Friday. If we are +interested in his loan, he would want to come see the site. +If you want to overnight me the documents, I will pass them along. You can +send them to my home or office (1400 Smith, EB3210B, Houston, TX 77002). + +The broker is Jim Murnan. His number is 713-781-5810, if you want to call +him and send the documents to him directly. + +It sounds like the attorneys are drafting the framework of the partnership +agreement. I would like to nail down the outstanding business points as soon +as possible. + +Please email or call with an update. + + +Phillip " +"allen-p/sent/509.","Message-ID: <20510010.1075855718016.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 06:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: Re: Response to PGE request for gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/22/2001 +02:06 PM --------------------------- +From: Travis McCullough on 01/22/2001 01:48 PM CST +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: Response to PGE request for gas + +Draft response to PGE -- do you have any comments? + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 +----- Forwarded by Travis McCullough/HOU/ECT on 01/22/2001 01:47 PM ----- + + William S Bradford + 01/22/2001 01:44 PM + + To: Travis McCullough/HOU/ECT@ECT + cc: + Subject: Re: Response to PGE request for gas + +Works for me. Have you run it by Phillip Allen? + + + + +From: Travis McCullough on 01/22/2001 01:29 PM +To: William S Bradford/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@Enron, Elizabeth Sager/HOU/ECT@ECT, James D +Steffes/NA/Enron@Enron +cc: +Subject: Response to PGE request for gas + +Please call me with any comments or questions. + + + +Travis McCullough +Enron North America Corp. +1400 Smith Street EB 3817 +Houston Texas 77002 +Phone: (713) 853-1575 +Fax: (713) 646-3490 + + + + +" +"allen-p/sent/51.","Message-ID: <31653618.1075855680868.JavaMail.evans@thyme> +Date: Fri, 20 Oct 2000 03:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the actual utility bills versus the cap. Did we collect +these overages? Let's discuss further? Remember these bills were paid in +July and August. The usage dates are much earlier. I have the bills but I +can get them to you if need be. + +Philip" +"allen-p/sent/510.","Message-ID: <7059082.1075855718041.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 01:24:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: mike.grigsby@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +By STEVE EVERLY - The Kansas City Star +Date: 01/20/01 22:15 + +As natural gas prices rose in December, traders at the New York Mercantile +Exchange kept one eye on the weather forecast and another on a weekly gas +storage number. + +The storage figures showed utilities withdrawing huge amounts of gas, and the +forecast was for frigid weather. Traders put the two together, anticipated a +supply crunch and drove gas prices to record heights. + +""Traders do that all the time; they're looking forward,"" said William Burson, +a trader. ""It makes the market for natural gas."" + +But the market's response perplexed Chris McGill, the American Gas +Association's director of gas supply and transportation. He had compiled the +storage numbers since they were first published in 1994, and in his view the +numbers were being misinterpreted to show a situation far bleaker than +reality. + +""It's a little frustrating that they don't take the time to understand what +we are reporting,"" McGill said. + +As consumer outrage builds over high heating bills, the hunt for reasons -- +and culprits -- is on. Some within the natural gas industry are pointing +fingers at Wall Street. + +Stephen Adik, senior vice president of the Indiana utility NiSource, recently +stepped before an industry conference and blamed the market's speculators for +the rise in gas prices. + +""It's my firm belief ... that today's gas prices are being manipulated,"" Adik +told the trade magazine Public Utilities Fortnightly. + +In California, where natural gas spikes have contributed to an electric +utility crisis, six investigations are looking into the power industry. + +Closer to home, observers note that utilities and regulators share the blame +for this winter's startling gas bills, having failed to protect their +customers and constituents from such price spikes. + +Most utilities, often with the acquiescence of regulators, failed to take +precautions such as fixed-rate contracts and hedging -- a sort of price +insurance -- that could have protected their customers by locking in gas +prices before they soared. + +""We're passing on our gas costs, which we have no control over,"" said Paul +Snider, a spokesman for Missouri Gas Energy. + +But critics say the utilities shirked their responsibility to customers. + +""There's been a failure of risk management by utilities, and that needs to +change,"" said Ed Krapels, director of gas power services for Energy Security +Analysis Inc., an energy consulting firm in Wakefield, Mass. + + +Hot topic + +Consumers know one thing for certain: Their heating bills are up sharply. In +many circles, little else is discussed. + +The Rev. Vincent Fraser of Glad Tidings Assembly of God in Kansas City is +facing a $1,456 December bill for heating the church -- more than double the +previous December's bill. Church members are suffering from higher bills as +well. + +The Sunday collection is down, said Fraser, who might have to forgo part of +his salary. For the first time, the church is unable to meet its financial +pledge to overseas missionaries because the money is going to heating. + +""It's the talk of the town here,"" he said. + +A year ago that wasn't a fear. Wholesale gas prices hovered just above $2 per +thousand cubic feet -- a level that producers say didn't make it worthwhile +to drill for gas. Utilities were even cutting the gas prices paid by +customers. + +But trouble was brewing. By spring, gas prices were hitting $4 per thousand +cubic feet, just as utilities were beginning to buy gas to put into storage +for winter. + +There was a dip in the fall, but then prices rebounded. By early November, +prices were at $5 per thousand cubic feet. The federal Energy Information +Administration was predicting sufficient but tight gas supplies and heating +bills that would be 30 percent to 40 percent higher. + +But $10 gas was coming. Below-normal temperatures hit much of the country, +including the Kansas City area, and fears about tight supplies roiled the gas +markets. + +""It's all about the weather,"" said Krapels of Energy Security Analysis. + +Wholesale prices exploded to $10 per thousand cubic feet, led by the New York +traders. Natural gas sealed its reputation as the most price-volatile +commodity in the world. + + +Setting the price + +In the 1980s, the federal government took the caps off the wellhead price of +gas, allowing it to float. In 1990, the New York Mercantile began trading +contracts for future delivery of natural gas, and that market soon had +widespread influence over gas prices. + +The futures contracts are bought and sold for delivery of natural gas as soon +as next month or as far ahead as three years. Suppliers can lock in sale +prices for the gas they expect to produce. And big gas consumers, from +utilities to companies such as Farmland Industries Inc., can lock in what +they pay for the gas they expect to use. + +There are also speculators who trade the futures contracts with no intention +of actually buying or selling the gas -- and often with little real knowledge +of natural gas. + +But if they get on the right side of a price trend, traders don't need to +know much about gas -- or whatever commodity they're trading. Like all +futures, the gas contracts are purchased on credit. That leverage adds to +their volatility and to the traders' ability to make or lose a lot of money +in a short time. + +As December began, the price of natural gas on the futures market was less +than $7 per thousand cubic feet. By the end of the month it was nearly $10. +Much of the spark for the rally came from the American Gas Association's +weekly storage numbers. + +Utilities buy ahead and store as much as 50 percent of the gas they expect to +need in the winter. + +Going into the winter, the storage levels were about 5 percent less than +average, in part because some utilities were holding off on purchasing, in +hopes that the summer's unusually high $4 to $5 prices would drop. + +Still, the American Gas Association offered assurances that supplies would be +sufficient. But when below-normal temperatures arrived in November, the +concerns increased among traders that supplies could be insufficient. + +Then the American Gas Association reported the lowest year-end storage +numbers since they were first published in 1994. Still, said the +association's McGill, there was sufficient gas in storage. + +But some utility executives didn't share that view. William Eliason, vice +president of Kansas Gas Service, said that if December's cold snap had +continued into January, there could have been a real problem meeting demand. + +""I was getting worried,"" he said. + +Then suddenly the market turned when January's weather turned warmer. +Wednesday's storage numbers were better than expected, and futures prices +dropped more than $1 per thousand cubic feet. + + +Just passing through + +Some utilities said there was little else to do about the price increase but +pass their fuel costs on to customers. + +Among area utilities, Kansas Gas Service increased its customers' cost-of-gas +charge earlier this month to $8.68 per thousand cubic feet. And Missouri Gas +Energy has requested an increase to $9.81, to begin Wednesday. + +Sheila Lumpe, chairwoman of the Missouri Public Service Commission, said last +month that because utilities passed along their wholesale costs, little could +be done besides urging consumers to join a level-payment plan and to conserve +energy. + +Kansas Gas Service had a small hedging program in place, which is expected to +save an average customer about $25 this winter. + +Missouri Gas Energy has no hedging program. It waited until fall to seek an +extension of the program and then decided to pass when regulators would not +guarantee that it could recover its hedging costs. + +Now utilities are being asked to justify the decisions that have left +customers with such high gas bills. And regulators are being asked whether +they should abandon the practice of letting utilities pass along their fuel +costs. + +On Friday, Doug Micheel, senior counsel of the Missouri Office of the Public +Counsel, said his office would ask the Missouri Public Service Commission to +perform an emergency audit of Missouri Gas Energy's gas purchasing practices. + +""Consumers are taking all the risk,"" Micheel said. ""It's time to consider +some changes."" + + +To reach Steve Everly, call (816) 234-4455 or send e-mail to +severly@kcstar.com. + + + +------------------------------------------------------------------------------ +-- +All content , 2001 The Kansas City Star " +"allen-p/sent/511.","Message-ID: <27079886.1075855718064.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 00:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +message board" +"allen-p/sent/512.","Message-ID: <32893764.1075855718085.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 00:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +need help. " +"allen-p/sent/513.","Message-ID: <2685404.1075855718106.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:12:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Here is a recent rentroll. I understand another looker went to the +property. I want to hear the feedback no matter how discouraging. I am in +Portland for the rest of the week. You can reach me on my cell phone +713-410-4679. My understanding was that you would be overnighting some +closing statements for Leander on Friday. Please send them to my house (8855 +Merlin Ct, Houston, TX 77055). + +Call me if necessary. + +Phillip + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/18/2001 +08:06 AM --------------------------- + + +""phillip allen"" on 01/16/2001 06:36:15 PM +To: pallen@enron.com +cc: +Subject: + + + +_________________________________________________________________ +Get your FREE download of MSN Explorer at http://explorer.msn.com + + - rentroll_investors_0112.xls +" +"allen-p/sent/514.","Message-ID: <2887139.1075855718128.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: llewter@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +The wire should go out today. I am in Portland but can be reached by cell +phone 713-410-4679. Call me if there are any issues. I will place a call to +my attorney to check on the loan agreement. + +Phillip" +"allen-p/sent/515.","Message-ID: <4444664.1075855718150.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 07:35:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Why did so many tenants not pay this week? + +#12 95 +#21 240 +#27 120 +#28 260 +#33 260 + +Total 975 + +It seems these apartments just missed rent. What is up? + +Other questions: + +#9-Why didn't they pay anything? By my records, they still owe $40 plus rent +should have been due on 12/12 of $220. + +#3-Why did they short pay? +" +"allen-p/sent/516.","Message-ID: <9310391.1075855718173.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:25:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: California Action Update 1-14-00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:25 AM --------------------------- +From: James D Steffes@ENRON on 01/15/2001 11:36 AM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Michael +Tribolet/Corp/Enron@Enron, Vicki Sharp/HOU/EES@EES, Christian +Yoder/HOU/ECT@ECT, pgboylston@stoel, Travis McCullough/HOU/ECT@ECT, Don +Black/HOU/EES@EES, Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Wanda +Curry/HOU/EES@EES, Scott Stoness/HOU/EES@EES, mday@gmssr.com, Susan J +Mara/NA/Enron@ENRON, robert.c.williams@enron.com, William S +Bradford/HOU/ECT@ECT, Paul Kaufman/PDX/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Mary +Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON +cc: +Subject: California Action Update 1-14-00 + +Enron has agreed that the key issue is to focus on solving the S-T buying +needs. Attached is a spreadsheet that outlines the $ magnitude of the next +few months. + +TALKING POINTS: + +Lot's of questions about DWR becoming the vehicle for S-T buying and there +is a significant legal risk for it becoming the vehicle. WE DO NEED +SOMETHING TO BRIDGE BEFORE WE PUT IN L-T CONTRACTS. +Huge and growing shortfall ($3.2B through March 31, 2001) +The SOONER YOU CAN PUT IN L-T CONTRACTS STOP THE BLEEDING. +Bankruptcy takes all authority out of the Legislature's hands. + +ACTION ITEMS: + +1. Energy Sales Participation Agreement During Bankruptcy + +Michael Tribolet will be contacting John Klauberg to discuss how to organize +a Participation Agreement to sell to UDCs in Bankruptcy while securing Super +Priority. + +2. Legislative Language for CDWR (?) Buying Short-Term + +Sandi McCubbin / Jeff Dasovich will lead team to offer new language to meet +S-T requirements of UDCs. Key is to talk with State of California Treasurer +to see if the $ can be found or provided to private firms. ($3.5B by end of +April). Pat Boylston will develop ""public benefit"" language for options +working with Mike Day. He can be reached at 503-294-9116 or +pgboylston@stoel.com. + +3. Get Team to Sacramento + +Get with Hertzberg to discuss the options (Bev Hansen). Explain the +magnitude of the problem. Get Mike Day to help draft language. + +4. See if UDCs have any Thoughts + +Steve Kean will communicate with UDCs to see if they have any solutions or +thougths. Probably of limited value. + +5. Update List + +Any new information on this should be communicated to the following people as +soon as possible. These people should update their respective business units. + +ENA Legal - Christian Yoder / Travis McCullough +Credit - Michael Tribolet +EES - Vicki Sharp / Don Black +ENA - Tim Belden / Philip Allen +Govt Affairs - Steve Kean / Richard Shapiro + + +" +"allen-p/sent/517.","Message-ID: <15436486.1075855718195.JavaMail.evans@thyme> +Date: Mon, 15 Jan 2001 23:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: California - Jan 13 meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/16/2001 +07:18 AM --------------------------- +From: Steven J Kean@ENRON on 01/14/2001 01:52 PM CST +To: Kenneth Lay/Corp/Enron@ENRON, Jeff Skilling/Corp/Enron@ENRON, Mark +Koenig/Corp/Enron@ENRON, Rick Buy/HOU/ECT@ECT, David W Delainey/HOU/ECT@ECT, +John J Lavorato/Corp/Enron@Enron, Greg Whalley/HOU/ECT@ECT, Mark +Frevert/NA/Enron@Enron, Karen S Owens@ees@EES, Thomas E White/HOU/EES@EES, +Marty Sunde/HOU/EES@EES, Dan Leff/HOU/EES@EES, Scott Stoness/HOU/EES@EES, +Vicki Sharp/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Alan +Comnes/PDX/ECT@ECT, Karen Denne/Corp/Enron@ENRON, Mark E +Haedicke/HOU/ECT@ECT, Wanda Curry/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe +Hartsoe/Corp/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON, Linda +Robertson/NA/Enron@ENRON, James D Steffes/NA/Enron@Enron, Harry +Kingerski/NA/Enron@Enron, Roger Yang/SFO/EES@EES, Dennis +Benevides/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Susan J Mara/SFO/EES@EES, +Sandra McCubbin/NA/Enron@Enron, David Parquet/SF/ECT@ECT, Robert +Johnston/HOU/ECT@ECT, Don Black/HOU/EES@EES, Mark Palmer/Corp/Enron@ENRON, +Michael Tribolet/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT, Christian +Yoder/HOU/ECT@ECT, Stephen Swain/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: California - Jan 13 meeting + +Attached is a summary of the Jan 13 Davis-Summers summit on the California +power situation. We will be discussing this at the 2:00 call today. + + +" +"allen-p/sent/518.","Message-ID: <31707581.1075855718216.JavaMail.evans@thyme> +Date: Sat, 13 Jan 2001 11:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: kristin.walsh@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kristin Walsh +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kristin, + +Thank you for the California update. Please continue to include me in all +further intellegence reports regarding the situation in California. + +Phillip" +"allen-p/sent/519.","Message-ID: <31383462.1075855718238.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:46:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Analyst Rotating +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Andrea, + +Please resend the first three resumes. + +Phillip" +"allen-p/sent/52.","Message-ID: <30398823.1075855680889.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 07:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bob.schorr@enron.com +Subject: Re: EOL Screens in new Body Shop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Bob Schorr +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Bob, + + Any time tomorrow between 10 am and 1 pm would be good for looking at the +plans. As far as the TV's, what do you need me to do? Do we need plasma +screens or would regular monitors be just as good at a fraction of the cost. + +Phillip" +"allen-p/sent/520.","Message-ID: <19734198.1075855718260.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:45:00 -0800 (PST) +From: phillip.allen@enron.com +To: patti.sullivan@enron.com +Subject: Analyst Rotating +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Patti Sullivan +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:45 PM --------------------------- + + Enron North America Corp. + + From: Andrea Richards @ ENRON 01/10/2001 12:49 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Analyst Rotating + +Phillip, attached are resumes of analysts that are up for rotation. If you +are interested, you may contact them directly. + +, , + + +" +"allen-p/sent/521.","Message-ID: <20669768.1075855718282.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:34:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Preliminary 2001 Northwest Hydro Outlook +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/12/2001 +01:34 PM --------------------------- + + +TIM HEIZENRADER +01/11/2001 10:17 AM +To: Phillip K Allen/HOU/ECT@ECT, John Zufferli/CAL/ECT@ECT +cc: Cooper Richey/PDX/ECT@ECT +Subject: Preliminary 2001 Northwest Hydro Outlook + + + + +Here's our first cut at a full year hydro projection: Please keep +confidential. +" +"allen-p/sent/522.","Message-ID: <7772986.1075855718303.JavaMail.evans@thyme> +Date: Fri, 12 Jan 2001 05:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: james.steffes@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: James D Steffes +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + +Here are the key gas contacts. + + Work Home Cell + +Phillip Allen X37041 713-463-8626 713-410-4679 + +Mike Grigsby X37031 713-780-1022 713-408-6256 + +Keith Holst X37069 713-667-5889 713-502-9402 + + +Please call me with any significant developments. + +Phillip " +"allen-p/sent/524.","Message-ID: <22713.1075855718345.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 06:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: updated lease information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +The apartments that have new tenants since December 15th are: +1,2,8,12,13,16,20a,20b,25,32,38,39. + +Are we running an apartment complex or a motel? + +Please update all lease information on the 1/12 rentroll and email it to me +this afternoon. + +Phillip" +"allen-p/sent/525.","Message-ID: <12639689.1075855718367.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 05:49:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Wiring instructions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + +Do you want the loan and wire amount to be for exactly $1.1 million. + +Phillip" +"allen-p/sent/526.","Message-ID: <2154371.1075855718388.JavaMail.evans@thyme> +Date: Wed, 10 Jan 2001 22:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: ben.jacoby@enron.com +Subject: Re: Analyst PRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ben Jacoby +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Thanks for representing Matt. + +Phillip" +"allen-p/sent/527.","Message-ID: <3292840.1075855718409.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 09:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: Re: SM134 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + +Here is a spreadsheet that illustrates the payout of investment and builders +profit. Check my math, but it looks like all the builders profit would be +recouped in the first year of operation. At permanent financing $1.1 would +be paid, leaving only .3 to pay out in the 1st year. + + + +Since almost 80% of builders profit is repaid at the same time as the +investment, I feel the 65/35 is a fair split. However, as I mentioned +earlier, I think we should negotiate to layer on additional equity to you as +part of the construction contract. + +Just to begin the brainstorming on what a construction agreement might look +like here are a few ideas: + + 1. Fixed construction profit of $1.4 million. Builder doesn't benefit from +higher cost, rather suffers as an equity holder. + + 2. +5% equity for meeting time and costs in original plan ($51/sq ft, phase +1 complete in November) + +5% equity for under budget and ahead of schedule + -5% equity for over budget and behind schedule + +This way if things go according to plan the final split would be 60/40, but +could be as favorable as 55/45. I realize that what is budget and schedule +must be discussed and agreed upon. + +Feel free to call me at home (713)463-8626 + + +Phillip + + " +"allen-p/sent/528.","Message-ID: <11514829.1075855718431.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 03:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Cc: gallen@thermon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gallen@thermon.com +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: gallen@thermon.com +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a schedule of the most recent utility bills and the overages. There +are alot of overages. It will probably get worse this month because of all +the cold weather. + +You need to be very clear with all new tenants about the electricity cap. +This needs to be handwritten on all new leases. + +I am going to fax you copies of the bills that support this spreadsheet. We +also need to write a short letter remind everyone about the cap and the need +to conserve energy if they don't want to exceed their cap. I will write +something today. + + + +Wait until you have copies of the bills and the letter before you start +collecting. + +Phillip" +"allen-p/sent/529.","Message-ID: <21338030.1075855718452.JavaMail.evans@thyme> +Date: Mon, 8 Jan 2001 23:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +We do not understand our VAR. Can you please get us all the detailed reports +and component VAR reports that you can produce? + +The sooner the better. + +Phillip" +"allen-p/sent/53.","Message-ID: <13238867.1075855680911.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 03:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: leah.arsdall@enron.com +Subject: Re: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Leah Van Arsdall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +test successful. way to go!!!" +"allen-p/sent/530.","Message-ID: <32070561.1075855718474.JavaMail.evans@thyme> +Date: Fri, 5 Jan 2001 03:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: tbland@enron.com +Subject: Re: Needs Assessment Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: tbland@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Ted, + +Andrea in the analysts pool asked me to fill out this request. Can you help +expedite this process? + + +Phillip + +" +"allen-p/sent/531.","Message-ID: <25089842.1075855718504.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 23:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: fescofield@1411west.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: fescofield@1411west.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Frank, + +Did you receive the information about the San Marcos apartments. I have left +several messages at your office to follow up. You mentioned that your plate +was fairly full. Are you too busy to look at this project? As I mentioned I +would be interested in speaking to you as an advisor or at least a sounding +board for the key issues. + +Please email or call. + +Phillip Allen +pallen@enron.com +713-853-7041" +"allen-p/sent/532.","Message-ID: <6428008.1075855718526.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 06:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: gallen@thermon.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: gallen@thermon.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Questions about 12/29 rentroll: + + There were two deposits that were not labeled. One for $150 and the other +for $75. Which apartments? 20a or #13? + + Utility overages for #26 and #44? Where did you get these amounts? For +what periods? + + +What is going on with #42. Do not evict this tenant for being unclean!!! +That will just create an apartment that we will have to spend a lot of money +and time remodeling. I would rather try and deal with this tenant by first +asking them to clean their apartment and fixing anything that is wrong like +leaky pipes. If that doesn't work, we should tell them we will clean the +apartment and charge them for the labor. Then we will perform monthly +inspections to ensure they are not damaging the property. This tenant has +been here since September 1998, I don't want to run them off. + +I check with the bank and I did not see that a deposit was made on Tuesday so +I couldn't check the total from the rentroll against the bank. Is this +right? Has the deposit been made yet? + + + A rentroll for Jan 5th will follow shortly. + +Phillip" +"allen-p/sent/533.","Message-ID: <23830180.1075855718547.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 04:10:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: Untitled.exe Untitled.exe [22/23] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +cannot open this file. Please send in different format" +"allen-p/sent/534.","Message-ID: <8136407.1075855718568.JavaMail.evans@thyme> +Date: Thu, 4 Jan 2001 04:01:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: Re: SM134 Balcones Bank Loan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I can't open a winmail.dat file. can you send in a different format" +"allen-p/sent/535.","Message-ID: <14291304.1075855718590.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 01:36:00 -0800 (PST) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: New Generation, Nov 30th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 01/02/2001 +09:34 AM --------------------------- + + + + From: Tim Belden 12/05/2000 06:42 AM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: New Generation, Nov 30th + + +---------------------- Forwarded by Tim Belden/HOU/ECT on 12/05/2000 05:44 AM +--------------------------- + +Kristian J Lande + +12/01/2000 03:54 PM + +To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W +Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, +David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim +Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G +Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Clark/PDX/ECT@ECT, Saji +John/HOU/ECT@ECT, Michael Etringer/HOU/ECT@ECT +cc: Alan Comnes/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Robert +Badeer/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Todd +Perry/PDX/ECT@ECT, Jeffrey Oh/PDX/ECT@ECT +Subject: New Generation, Nov 30th + + + + +" +"allen-p/sent/536.","Message-ID: <11322183.1075855718614.JavaMail.evans@thyme> +Date: Fri, 29 Dec 2000 02:14:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, jane.tholt@enron.com, frank.ermis@enron.com, + tori.kuykendall@enron.com +Subject: Meeting with Governor Davis, need for additional + comments/suggestions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Jane M Tholt, Frank Ermis, Tori Kuykendall +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/29/2000 +10:13 AM --------------------------- +From: Steven J Kean@ENRON on 12/28/2000 09:19 PM CST +To: Tim Belden/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, David +Parquet/SF/ECT@ECT, Marty Sunde/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, +Scott Stoness/HOU/EES@EES, Dennis Benevides/HOU/EES@EES, Robert +Badeer/HOU/ECT@ECT, Jeff Dasovich/NA/Enron@Enron, Sandra +McCubbin/NA/Enron@Enron, Susan J Mara/NA/Enron@ENRON, Richard +Shapiro/NA/Enron@Enron, James D Steffes/NA/Enron@Enron, Paul +Kaufman/PDX/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, +Mark Palmer/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON +cc: +Subject: Meeting with Governor Davis, need for additional comments/suggestions + +We met with Gov Davis on Thursday evening in LA. In attendance were Ken Lay, +the Governor, the Governor's staff director (Kari Dohn) and myself. The gov. +spent over an hour and a half with us covering our suggestions and his +ideas. He would like some additional thoughts from us by Tuesday of next +week as he prepares his state of the state address for the following Monday. +Attached to the end of this memo is a list of solutions we proposed (based on +my discussions with several of you) as well as some background materials Jeff +Dasovich and I prepared. Below are my notes from the meeting regarding our +proposals, the governor's ideas, as well as my overview of the situation +based on the governor's comments: + +Overview: We made great progress in both ensuring that he understands that +we are different from the generators and in opening a channel for ongoing +communication with his administration. The gov does not want the utilities to +go bankrupt and seems predisposed to both rate relief (more modest than what +the utilities are looking for) and credit guarantees. His staff has more +work to do on the latter, but he was clearly intrigued with the idea. He +talked mainly in terms of raising rates but not uncapping them at the retail +level. He also wants to use what generation he has control over for the +benefit of California consumers, including utility-owned generation (which he +would dedicate to consumers on a cost-plus basis) and excess muni power +(which he estimates at 3000MW). He foresees a mix of market oriented +solutions as well as interventionist solutions which will allow him to fix +the problem by '02 and provide some political cover. +Our proposals: I have attached the outline we put in front of him (it also +included the forward price information several of you provided). He seemed +interested in 1) the buy down of significant demand, 2) the state setting a +goal of x000 MW of new generation by a date certain, 3) getting the utilities +to gradually buy more power forward and 4) setting up a group of rate +analysts and other ""nonadvocates"" to develop solutions to a number of issues +including designing the portfolio and forward purchase terms for utilities. +He was also quite interested in examining the incentives surrounding LDC gas +purchases. As already mentioned, he was also favorably disposed to finding +some state sponsored credit support for the utilities. +His ideas: The gov read from a list of ideas some of which were obviously +under serious consideration and some of which were mere ""brainstorming"". +Some of these ideas would require legislative action. +State may build (or make build/transfer arrangements) a ""couple"" of +generation plants. The gov feels strongly that he has to show consumers that +they are getting something in return for bearing some rate increases. This +was a frequently recurring theme. +Utilities would sell the output from generation they still own on a cost-plus +basis to consumers. +Municipal utilties would be required to sell their excess generation in +California. +State universities (including UC/CSU and the community colleges) would more +widely deploy distributed generation. +Expand in-state gas production. +Take state lands gas royalties in kind. +negotiate directly with tribes and state governments in the west for +addtional gas supplies. +Empower an existing state agency to approve/coordinate power plant +maintenance schedules to avoid having too much generation out of service at +any one time. +Condition emissions offsets on commitments to sell power longer term in state. +Either eliminate the ISO or sharply curtail its function -- he wants to hear +more about how Nordpool works(Jeff- someone in Schroeder's group should be +able to help out here). +Wants to condition new generation on a commitment to sell in state. We made +some headway with the idea that he could instead require utilities to buy +some portion of their forward requirements from new in-state generation +thereby accomplishing the same thing without using a command and control +approach with generators. +Securitize uncollected power purchase costs. +To dos: (Jeff, again I'd like to prevail on you to assemble the group's +thoughts and get them to Kari) +He wants to see 5 year fixed power prices for peak/ off-peak and baseload -- +not just the 5 one year strips. +He wants comments on his proposals by Tuesday. +He would like thoughts on how to pitch what consumers are getting out of the +deal. +He wants to assemble a group of energy gurus to help sort through some of the +forward contracting issues. +Thanks to everyone for their help. We made some progress today. + + +" +"allen-p/sent/537.","Message-ID: <4760078.1075855718636.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 05:19:00 -0800 (PST) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Trading Profits + +P. Allen 200 +M. Grigsby 463 +Rest of Desk 282 + +Total 945 + + + +I view my bonus as partly attributable to my own trading and partly to the +group's performance. Here are my thoughts. + + + + Minimum Market Maximum + +Cash 2 MM 4 MM 6 MM +Equity 2 MM 4 MM 6 MM + + +Here are Mike's numbers. I have not made any adjustments to them. + + + Minimum Market Maximum + +Cash 2 MM 3 MM 4 MM +Equity 4 MM 7 MM 12 MM + + +I have given him an ""expectations"" speech, but you might do the same at some +point. + +Phillip + +" +"allen-p/sent/538.","Message-ID: <8873761.1075855718659.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:18:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/28/2000 +09:50 AM --------------------------- + + +Hunter S Shively +12/28/2000 07:15 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: + + + + + +Larry, + +I was able to scan my 98 & 99 tax returns into Adobe. Here they are plus the +excel file is a net worth statement. If you have any trouble downloading or +printing these files let me know and I can fax them to you. Let's talk +later today. + +Phillip + +P.S. Please remember to get Jim Murnan the info. he needs. + + + + +" +"allen-p/sent/539.","Message-ID: <25411428.1075855718680.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:27:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com, llewter@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com, LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Gentlemen, + + I continue to speak to an attorney for help with the investment structure +and a mortgage broker for help with the financing. Regarding the financing, +I am working with Jim Murnan at Pinnacle Mortgage here in Houston. I have +sent him some information on the project, but he needs financial information +on you. Can you please send it to him. His contact information is: phone +(713)781-5810, fax (713)781-6614, and email jim123@pdq.net. + + I know Larry has been working with a bank and they need my information. I +hope to pull that together this afternoon. + + I took the liberty of calling Thomas Reames from the Frog Pond document. He +was positive about his experience overall. He did not seem pleased with the +bookkeeping or information flow to the investor. I think we should discuss +these procedures in advance. + + Let's continue to speak or email frequently as new developments occur. + +Phillip" +"allen-p/sent/54.","Message-ID: <6212311.1075855680932.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 02:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: mark.scott@enron.com +Subject: Re: High Speed Internet Access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mark Scott +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +1. login: pallen pw: ke9davis + + I don't think these are required by the ISP + + 2. static IP address + + IP: 64.216.90.105 + Sub: 255.255.255.248 + gate: 64.216.90.110 + DNS: 151.164.1.8 + + 3. Company: 0413 + RC: 105891" +"allen-p/sent/540.","Message-ID: <9067714.1075855718702.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 08:00:00 -0800 (PST) +From: phillip.allen@enron.com +To: jim123@pdq.net +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jim123@pdq.net +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jim, + + I would appreciate your help in locating financing for the project I +described to you last week. The project is a 134 unit apartment complex in +San Marcos. There will be a builder/developer plus myself and possibly a +couple of other investors involved. As I mentioned last week, I would like +to find interim financing (land, construction, semi-perm) that does not +require the investors to personally guarantee. If there is a creative way to +structure the deal, I would like to hear your suggestions. One idea that has +been mentioned is to obtain a ""forward commitment"" in order to reduce the +equity required. I would also appreciate hearing from you how deals of this +nature are normally financed. Specifically, the transition from interim to +permanent financing. I could use a quick lesson in what numbers will be +important to banks. + + I am faxing you a project summary. And I will have the builder/developer +email or fax his financial statement to you. + + Let me know what else you need. The land is scheduled to close mid January. + + +Phillip Allen" +"allen-p/sent/541.","Message-ID: <30402748.1075855718723.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Everything should be done for closing on the Leander deal on the 29th. I +have fed ex'd the closing statements and set up a wire transfer to go out +tomorrow. When will more money be required? Escrow for roads? Utility +connections? Other rezoning costs? + +What about property taxes? The burnet land lost its ag exemption while I +owned it. Are there steps we can take to hold on to the exemption on this +property? Can you explain the risks and likelihood of any rollback taxes +once the property is rezoned? Do we need to find a farmer and give him +grazing rights? + +What are the important dates coming up and general status of rezoning and +annexing? I am worried about the whole country slipping into a recession and +American Multifamily walking on this deal. So I just want to make sure we +are pushing the process as fast as we can. + +Phillip" +"allen-p/sent/542.","Message-ID: <12100104.1075855718745.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 07:06:00 -0800 (PST) +From: phillip.allen@enron.com +To: steven.kean@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steven J Kean +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Steve, + + +I am sending you a variety of charts with prices and operational detail. If +you need to call with questions my home number is 713-463-8626. + + + + + + + + + +As far as recommendations, here is a short list: + + 1. Examine LDC's incentive rate program. Current methodology rewards sales +above monthly index without enough consideration of future + replacement cost. The result is that the LDC's sell gas that should be +injected into storage when daily prices run above the monthly index. + This creates a shortage in later months. + + 2. California has the storage capacity and pipeline capacity to meet +demand. Investigate why it wasn't maximized operationally. + Specific questions should include: + + 1. Why in March '00-May '00 weren't total system receipts higher in order +to fill storage? + + 2. Why are there so many examples of OFO's on weekends that push away too +much gas from Socal's system. + I believe Socal gas does an extremely poor job of forecasting their +own demand. They repeatedly estimated they would receive more gas than +their injection capablity, but injected far less. + + 3. Similar to the power market, there is too much benchmarking to short +term prices. Not enough forward hedging is done by the major + LDCs. By design the customers are short at a floating +rate. This market has been long historically. It has been a buyers market +and the + consumer has benefitted. + + +Call me if you need any more input. + + +Phillip" +"allen-p/sent/543.","Message-ID: <26605334.1075855718767.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 01:54:00 -0800 (PST) +From: phillip.allen@enron.com +To: jason.moore@enron.com +Subject: Re: Global Ids +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jason Moore +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Monique Sanchez + +Jay Reitmeyer + +Randy Gay + +Matt Lenhart" +"allen-p/sent/544.","Message-ID: <9488439.1075855718788.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 01:21:00 -0800 (PST) +From: phillip.allen@enron.com +To: jonathan.mckay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jonathan McKay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + +Here is our North of Stanfield forecast for Jan. + + +Supply Jan '01 Dec '00 Jan '00 + + Sumas 900 910 815 + Jackson Pr. 125 33 223 + Roosevelt 300 298 333 + + Total Supply 1325 1241 1371 + +Demand + North of Chehalis 675 665 665 + South of Chehalis 650 575 706 + + Total Demand 1325 1240 1371 + +Roosevelt capacity is 495. + +Let me know how your forecast differs. + + +Phillip + + + + + + + " +"allen-p/sent/545.","Message-ID: <21540836.1075855718810.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 07:57:00 -0800 (PST) +From: phillip.allen@enron.com +To: dawn.kenne@enron.com +Subject: Re: Global Ids +Cc: mary.gosnell@enron.com, jason.moore@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mary.gosnell@enron.com, jason.moore@enron.com +X-From: Phillip K Allen +X-To: Dawn C Kenne +X-cc: Mary G Gosnell, Jason Moore +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please assign global id's to the four junior traders listed on Dawn's +original email. The are all trading and need to have unique id's. + +Thank you" +"allen-p/sent/546.","Message-ID: <18069224.1075855718831.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 07:51:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: RE: access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D [PVTC]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Received the fax. Thank you. I might have to sell the QQQ and take the loss +for taxes. But I would roll right into a basket of individual technology +stocks. I think I mentioned this to you previously that I have decided to +use this account for the kids college. " +"allen-p/sent/547.","Message-ID: <21851177.1075855718853.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 23:20:00 -0800 (PST) +From: phillip.allen@enron.com +To: mac.d.hargrove@rssmb.com +Subject: RE: access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Hargrove, Mac D [PVTC]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Fax number 713-646-2391" +"allen-p/sent/548.","Message-ID: <33032666.1075855718874.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 12:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: arsystem@mailman.enron.com +Subject: Re: Your Approval is Overdue: Access Request for + barry.tycholiz@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: ARSystem@mailman.enron.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +PLEASE APPROVE HIM FOR THIS. PHILLIP WILL NOT BE ABLE TO GET INTO HIS EMAIL +SYSTEM TO DO THIS. +IF YOU HAVE ANY QUESTIONS, OR PROBLEMS, PLEASE CALL ME AT X3-7257. + +THANK YOU. + +INA. + +IF THIS IS A PROBLEM TO DO IT THIS WAY PLEASE CALL ME AND I WILL WALK PHILLIP +THROUGH THE STEPS TO APPROVE. IF YOU CALL HIM, HE WILL DIRECT IT TO ME +ANYWAY. + + + + + + +ARSystem@mailman.enron.com on 12/18/2000 07:07:04 PM +To: phillip.k.allen@enron.com +cc: +Subject: Your Approval is Overdue: Access Request for barry.tycholiz@enron.com + + +This request has been pending your approval for 5 days. Please click +http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000009659&Page= +Approval to review and act upon this request. + + + + + +Request ID : 000000000009659 +Request Create Date : 12/8/00 8:23:47 AM +Requested For : barry.tycholiz@enron.com +Resource Name : VPN +Resource Type : Applications + + + + + + +" +"allen-p/sent/549.","Message-ID: <21946320.1075855718896.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 07:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com, llewter@austin.rr.com +Subject: Re: SM134 Proforma.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: , LLEWTER@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George & Larry, + + + If possible, I would like to get together in Columbus as Larry suggested. +Thursday afternoon is the only day that really works for me. +Let me know if that would work for you. I was thinking around 2 or 2:30 pm. + +I will try to email you any questions I have from the latest proforma +tomorrow. + + +Phillip +" +"allen-p/sent/55.","Message-ID: <22474386.1075855680954.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: zimam@enron.com +Subject: FW: fixed forward or other Collar floor gas price terms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: zimam@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/16/2000 +01:42 PM --------------------------- + + +""Buckner, Buck"" on 10/12/2000 01:12:21 PM +To: ""'Pallen@Enron.com'"" +cc: +Subject: FW: fixed forward or other Collar floor gas price terms + + +Phillip, + +> As discussed during our phone conversation, In a Parallon 75 microturbine +> power generation deal for a national accounts customer, I am developing a +> proposal to sell power to customer at fixed or collar/floor price. To do +> so I need a corresponding term gas price for same. Microturbine is an +> onsite generation product developed by Honeywell to generate electricity +> on customer site (degen). using natural gas. In doing so, I need your +> best fixed price forward gas price deal for 1, 3, 5, 7 and 10 years for +> annual/seasonal supply to microturbines to generate fixed kWh for +> customer. We have the opportunity to sell customer kWh 's using +> microturbine or sell them turbines themselves. kWh deal must have limited/ +> no risk forward gas price to make deal work. Therein comes Sempra energy +> gas trading, truly you. +> +> We are proposing installing 180 - 240 units across a large number of +> stores (60-100) in San Diego. +> Store number varies because of installation hurdles face at small percent. +> +> For 6-8 hours a day Microturbine run time: +> Gas requirement for 180 microturbines 227 - 302 MMcf per year +> Gas requirement for 240 microturbines 302 - 403 MMcf per year +> +> Gas will likely be consumed from May through September, during peak +> electric period. +> Gas price required: Burnertip price behind (LDC) San Diego Gas & Electric +> Need detail breakout of commodity and transport cost (firm or +> interruptible). +> +> Should you have additional questions, give me a call. +> Let me assure you, this is real deal!! +> +> Buck Buckner, P.E., MBA +> Manager, Business Development and Planning +> Big Box Retail Sales +> Honeywell Power Systems, Inc. +> 8725 Pan American Frwy +> Albuquerque, NM 87113 +> 505-798-6424 +> 505-798-6050x +> 505-220-4129 +> 888/501-3145 +> +" +"allen-p/sent/550.","Message-ID: <21492796.1075855718917.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 06:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +Hear is a new NOI file. I have added an operating statement for 1999 +(partial year). + + + +I will try to email you some photos soon. + +Phillip +" +"allen-p/sent/551.","Message-ID: <15969938.1075855718938.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 05:31:00 -0800 (PST) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + +The files attached contain a current rentroll, 2000 operating statement, and +a proforma operating statement. + + +" +"allen-p/sent/552.","Message-ID: <4854663.1075855718960.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 05:26:00 -0800 (PST) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Yes. Trading reports to Whalley. He is Lavorato's boss." +"allen-p/sent/553.","Message-ID: <21511593.1075855718981.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 07:38:00 -0800 (PST) +From: phillip.allen@enron.com +To: llewter@palm.net +Subject: Re: Call saturday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Larry E. Lewter"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Larry, + + 10 AM tomorrow is good for me. If you want to email me anything tonight, +please use pallen70@hotmail.com. + +Phillip" +"allen-p/sent/554.","Message-ID: <29895189.1075855719004.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:33:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + I want to get the lease data and tenant data updated. + + The critical information is 1. Move in or lease start date + 2. Lease expiration date + 3. Rent + 4. Deposit + + If you have the info you can + fill in these items 1. Number of occupants + 2. Workplace + + + All the new leases should be the long form. + + + + The apartments that have new tenants since these columns have been updated +back in October are #3,5,9,11,12,17,21,22,23,25,28,33,38. + + + I really need to get this by tomorrow. Please use the rentroll_1215 file to +input the correct information on all these tenants. And email it to me +tomorrow. You should have all this information on their leases and +applications. + +Phillip" +"allen-p/sent/555.","Message-ID: <4387230.1075855719026.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 06:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +Here is a new file for 12/15. + + + + +For the rentroll for 12/08 here are my questions: + + #23 & #24 did not pay. Just late or moving? + + #25 & #33 Both paid 130 on 12/01 and $0 on 12/08. What is the deal? + + #11 Looks like she is caught up. When is she due again? + + +Please email the answers. + +Phillip + " +"allen-p/sent/556.","Message-ID: <17099882.1075855719049.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 03:15:00 -0800 (PST) +From: phillip.allen@enron.com +To: jay.reitmeyer@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jay Reitmeyer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +11:15 AM --------------------------- + + Enron North America Corp. + + From: Rebecca W Cantrell 12/13/2000 02:01 PM + + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Re: + +Phillip -- Is the value axis on Sheet 2 of the ""socalprices"" spread sheet +supposed to be in $? If so, are they the right values (millions?) and where +did they come from? I can't relate them to the Sheet 1 spread sheet. + +As I told Mike, we will file this out-of-time tomorrow as a supplement to our +comments today along with a cover letter. We have to fully understand the +charts and how they are constructed, and we ran out of time today. It's much +better to file an out-of-time supplement to timely comments than to file the +whole thing late, particuarly since this is apparently on such a fast track. + +Thanks. + + + + + + From: Phillip K Allen 12/13/2000 03:04 PM + + +To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff +Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, +pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard +Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J +Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W +Cantrell/HOU/ECT@ECT +cc: +Subject: + +Attached are two files that illustrate the following: + +As prices rose, supply increased and demand decreased. Now prices are +beginning to fall in response these market responses. + + + + +" +"allen-p/sent/557.","Message-ID: <4023109.1075855719070.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:11:00 -0800 (PST) +From: phillip.allen@enron.com +To: paul.kaufman@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul Kaufman +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Yes you can use this chart. Does it make sense? " +"allen-p/sent/558.","Message-ID: <4222756.1075855719092.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:08:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com +Subject: Final FIled Version +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 +10:06 AM --------------------------- +From: Sarah Novosel@ENRON on 12/13/2000 04:39 PM CST +To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, James D +Steffes/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Susan J +Mara/NA/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, +Mary Hain/HOU/ECT@ECT, Christi L Nicolay/HOU/ECT@ECT, Donna +Fulton/Corp/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Shelley +Corman/ET&S/Enron@ENRON +cc: +Subject: Final FIled Version + + +----- Forwarded by Sarah Novosel/Corp/Enron on 12/13/2000 05:35 PM ----- + + ""Randall Rich"" + 12/13/2000 05:13 PM + + To: ""Jeffrey Watkiss"" , , +, , , +, + cc: + Subject: Final FIled Version + + +The filed version of the comments in the San Diego Gas & Electric matter at +FERC is attached. + + - SANDIEGO.DOC + +" +"allen-p/sent/56.","Message-ID: <4775683.1075855680975.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: buck.buckner@honeywell.com +Subject: Re: FW: fixed forward or other Collar floor gas price terms +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Buckner, Buck"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Mr. Buckner, + + For delivered gas behind San Diego, Enron Energy Services is the appropriate +Enron entity. I have forwarded your request to Zarin Imam at EES. Her phone +number is 713-853-7107. + +Phillip Allen" +"allen-p/sent/57.","Message-ID: <2711015.1075855680998.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 06:45:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + Here are the rentrolls: + + + + Open them and save in the rentroll folder. Follow these steps so you don't +misplace these files. + + 1. Click on Save As + 2. Click on the drop down triangle under Save in: + 3. Click on the (C): drive + 4. Click on the appropriate folder + 5. Click on Save: + +Phillip" +"allen-p/sent/58.","Message-ID: <30669366.1075855681022.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:16 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/sent/59.","Message-ID: <30414103.1075855681046.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 07:00:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Consolidated positions: Issues & To Do list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/09/2000 +02:00 PM --------------------------- + + +Richard Burchfield +10/06/2000 06:59 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: Beth Perlman/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + +Phillip, + Below is the issues & to do list as we go forward with documenting the +requirements for consolidated physical/financial positions and transport +trade capture. What we need to focus on is the first bullet in Allan's list; +the need for a single set of requirements. Although the meeting with Keith, +on Wednesday, was informative the solution of creating a infinitely dynamic +consolidated position screen, will be extremely difficult and time +consuming. Throughout the meeting on Wednesday, Keith alluded to the +inability to get consensus amongst the traders on the presentation of the +consolidated position, so the solution was to make it so that a trader can +arrange the position screen to their liking (much like Excel). What needs to +happen on Monday from 3 - 5 is a effort to design a desired layout for the +consolidated position screen, this is critical. This does not exclude +building a capability to create a more flexible position presentation for the +future, but in order to create a plan that can be measured we need firm +requirements. Also, to reiterate that the goals of this project is a project +plan on consolidate physical/financial positions and transport trade capture. +The other issues that have been raised will be capture as projects on to +themselves, and will need to be prioritised as efforts outside of this +project. + +I have been involved in most of the meetings and the discussions have been +good. I believe there has been good communication between the teams, but now +we need to have focus on the objectives we set out to solve. + +Richard +---------------------- Forwarded by Richard Burchfield/HOU/ECT on 10/06/2000 +08:34 AM --------------------------- + + +Allan Severude +10/05/2000 06:03 PM +To: Richard Burchfield/HOU/ECT@ECT +cc: Peggy Alix/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Kenny Ha/HOU/ECT@ECT +Subject: Consolidated positions: Issues & To Do list + + +From our initial set of meetings with the traders regarding consolidated +positions, I think we still have the following issues: +We don't have a single point of contact from the trading group. We've had +three meetings which brought out very different issues from different +traders. We really need a single point of contact to help drive the trader +requirements and help come to a consensus regarding the requirements. +We're getting hit with a lot of different requests, many of which appear to +be outside the scope of position consolidation. + +Things left to do: +I think it may be useful to try to formulate a high level project goal to +make it as clear as possible what we're trying to accomplish with this +project. It'll help determine which requests fall under the project scope. +Go through the list of requests to determine which are in scope for this +project and which fall out of scope. +For those in scope, work to define relative importance (priority) of each and +work with traders to define the exact requirements of each. +Define the desired lay out of the position manager screen: main view and all +drill downs. +Use the above to formulate a project plan. + +Things requested thus far (no particular order): +Inclusion of Sitara physical deals into the TDS position manager and deal +ticker. +Customized rows and columns in the position manager (ad hoc rows/columns that +add up existing position manager rows/columns). +New drill down in the position manager to break out positions by: physical, +transport, swaps, options, ... +Addition of a curve tab to the position manager to show the real-time values +of all curves on which the desk has a position. +Ability to split the current position grid to allow daily positions to be +shown directly above monthly positions. Each grouped column in the top grid +would be tied to a grouped column in the bottom grid. +Ability to properly show curve shift for float-for-float deals; determine the +appropriate positions to show for each: +Gas Daily for monthly index, +Physical gas for Nymex, +Physical gas for Inside Ferc, +Physical gas for Mid market. +Ability for TDS to pull valuation results based on a TDS flag instead of +using official valuations. +Position and P&L aggregation across all gas desks. +Ability to include the Gas Price book into TDS: +Inclusion of spread options in our systems. Ability to handle volatility +skew and correlations. +Ability to revalue all options incrementally throughout the trading day. +Approximate delta changes between valuations using instantaneous gamma or a +gamma grid. +Valuation of Gas Daily options. +A new position screen for options (months x strike x delta). TBD. +Inclusion of positions for exotic options currently managed in spreadsheets. +Ability to isolate the position change due to changed deals in the position +manager. +Ability to view change deal P&L in the TDS deal ticker. Show new deal terms, +prior deal terms, and net P&L affect of the change. +Eliminate change deals with no economic impact from the TDS deal ticker. +Position drill down in the position manager to isolate the impact of +individual deals on the position total in a grid cell. +Benchmark positions in TDS. +Deployment of TDS in Canada. Currency and volume uom conversions. Implicit +and explicit position break out issues. + +-- Allan. + +PS: Colleen is setting up a meeting tomorrow to discuss the direction for +transport. Hopefully we'll know much better where that part stands at that +point. + + + + +" +"allen-p/sent/6.","Message-ID: <11982997.1075855679896.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:09:00 -0800 (PST) +From: phillip.allen@enron.com +To: mike.grigsby@enron.com, keith.holst@enron.com, frank.ermis@enron.com +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ + Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula + tors Visit AES,Dynegy Off-Line Power Plants +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Mike Grigsby, Keith Holst, Frank Ermis +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/07/2000 +09:08 AM --------------------------- + + +Jeff Richter +12/07/2000 06:31 AM +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Jeff Richter/HOU/ECT on 12/07/2000 08:38 +AM --------------------------- + + +Carla Hoffman +12/07/2000 06:19 AM +To: Tim Belden/HOU/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Jeff +Richter/HOU/ECT@ECT, Phillip Platter/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, +Diana Scholtes/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Matt +Motley/PDX/ECT@ECT, Mark Guzman/PDX/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark +Fischer/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +---------------------- Forwarded by Carla Hoffman/PDX/ECT on 12/07/2000 06:29 +AM --------------------------- + + Enron Capital & Trade Resources Corp. + + From: ""Pergher, Gunther"" + 12/07/2000 06:11 AM + + +To: undisclosed-recipients:; +cc: +Subject: DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts Wed -Sources, DJ +Calif ISO, PUC Inspect Off-line Duke South Bay Pwr Plant, DJ Calif Regula +tors Visit AES,Dynegy Off-Line Power Plants + + +13:18 GMT 7 December 2000 DJ Cal-ISO Pays $10M To Avoid Rolling Blackouts +Wed -Sources +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--The California Independent System Operator paid +about $10 million Wednesday for 1,000 megawatts of power from Powerex and +still faced a massive deficit that threatened electricity reliability in the +state, high-ranking market sources familiar with the ISO's operation told +Dow Jones Newswires. +But the ISO fell short of ordering rolling blackouts Wednesday for the third +consecutive day. +The ISO wouldn't comment on the transactions, saying it is sensitive market +information. But sources said Powerex, a subsidiary of British Columbia +Hydro & Power Authority (X.BCH), is the only energy company in the Northwest +region with an abundant supply of electricity to spare and the ISO paid +about $900 a megawatt-hour from the early afternoon through the evening. +But that still wasn't enough juice. +The Los Angeles Department of Water and Power sold the ISO 1,200 megawatts +of power later in the day at the wholesale electricity price cap rate of +$250/MWh. The LADWP, which is not governed by the ISO, needs 3,800 megawatts +of power to serve its customers. It is free sell power instate above the +$250/MWh price cap. +The LADWP has been very vocal about the amount of power it has to spare. The +municipal utility has also reaped huge profits by selling its excess power +into the grid when supply is tight and prices are high. However, the LADWP +is named as a defendant in a civil lawsuit alleging price gouging. The suit +claims the LADWP sells some of its power it gets from the federal Bonneville +Power Administration, which sells hydropower at cheap rates, back into the +market at prices 10 times higher. +Powerex officials wouldn't comment on the ISO power sale, saying all +transactions are proprietary. But the company also sold the ISO 1,000 +megawatts Tuesday - minutes before the ISO was to declare rolling blackouts +- for $1,100 a megawatt-hour, market sources said. +The ISO, whose main job is to keep electricity flowing throughout the state +no matter what the cost, started the day with a stage-two power emergency, +which means its operating reserves fell to less than 5%. The ISO is having +to compete with investor-owned utilities in the Northwest that are willing +to pay higher prices for power in a region where there are no price caps. +The ISO warned federal regulators, generators and utilities Wednesday during +a conference call that it would call a stage-three power emergency +Wednesday, but wouldn't order rolling blackouts. A stage three is declared +when the ISO's operating reserves fall to less than 1.5% and power is +interrupted on a statewide basis to keep the grid from collapsing. +But ISO spokesman Patrick Dorinson said it would call a stage three only as +a means of attracting additional electricity resources. +""In order to line up (more power) we have to be in a dire situation,"" +Dorinson said. +Edison International unit (EIX) Southern California Edison, Sempra Energy +unit (SRE) San Diego Gas & Electric, PG&E Corp. (PCG) unit Pacific Gas & +Electric and several municipal utilities in the state will share the cost of +the high-priced power. +SoCal Edison and PG&E are facing a debt of more than $6 billion due to high +wholesale electricity costs. The utilities debt this week could grow by +nearly $1 billion, analysts said. It's still unclear whether retail +customers will be forced to pay for the debt through higher electricity +rates or if companies will absorb the costs. +-By Jason Leopold, Dow Jones Newswires; 323-658-3874; +jason.leopold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1318GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 DJ Calif ISO, PUC Inspect Off-line Duke South Bay +Pwr Plant +(This article was originally published Wednesday) +LOS ANGELES (Dow Jones)--Representatives of the California Independent +System Operator and Public Utilities Commission inspected Duke Energy +Corp.'s (DUK) off-line 700-MW South Bay Power Plant in Chula Vista, Calif., +Wednesday morning, a Duke spokesman said. +The ISO and PUC have been inspecting all off-line power plants in the state +since Tuesday evening to verify that those plants are shut down for the +reasons generators say they are, ISO spokesman Pat Dorinson said. +About 11,000 MW of power has been off the state's power grid since Monday, +7,000 MW of which is off-line for unplanned maintenance, according to the +ISO. +The ISO manages grid reliability. +As previously reported, the ISO told utilities and the Federal Energy +Regulatory Commission Wednesday that it would call a stage three power alert +at 5 PM PST (0100 GMT Thursday), meaning power reserves in the state would +dip below 1.5% and rolling blackouts could be implemented to avoid grid +collapse. However, the ISO said the action wouldn't result in rolling +blackouts. +The ISO and PUC also inspected Tuesday plants owned by Dynegy Inc (DYN), +Reliant Energy Inc. (REI) and Southern Energy Inc (SOE). +Duke's 1,500-MW Moss Landing plant was also inspected by PUC representatives +in June, when some units were off-line for repairs, the Duke spokesman said. + + + -By Jessica Berthold, Dow Jones Newswires; 323-658-3872; +jessica.berthold@dowjones.com + +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc +13:17 GMT 7 December 2000 =DJ Calif Regulators Visit AES,Dynegy Off-Line +Power Plants +(This article was originally published Wednesday) + + By Jessica Berthold + Of DOW JONES NEWSWIRES + +LOS ANGELES (Dow Jones)--AES Corp. (AES) and Dynegy Inc. (DYN) said +Wednesday that representatives of California power officials had stopped by +some of their power plants to verify that they were off line for legitimate +reasons. +The California Independent System Operator, which manages the state's power +grid and one of its wholesale power markets, and the California Public +Utilities Commission began on-site inspections Tuesday night of all power +plants in the state reporting that unplanned outages have forced shutdowns, +ISO spokesman Pat Dorinson said. +The state has had 11,000 MW off the grid since Monday, 7,000 MW for +unplanned maintenance. The ISO Wednesday called a Stage 2 power emergency +for the third consecutive day, meaning power reserves were below 5% and +customers who agreed to cut power in exchange for reduced rates may be +called on to do so. +As reported earlier, Reliant Energy (REI) and Southern Energy Inc. (SOE) +said they had been visited by representatives of the ISO and PUC Tuesday +evening. +Representatives of the two organizations also visited plants owned by AES +and Dynegy Tuesday evening. +AES told the visitors they couldn't perform an unannounced full inspection +of the company's 450-megawatt Huntington Beach power station until Wednesday +morning, when the plant's full staff would be present, AES spokesman Aaron +Thomas said. +Thomas, as well as an ISO spokesman, didn't know whether the representatives +returned Wednesday for a full inspection. + + AES Units Down Due To Expired Emissions Credits + +The Huntington Beach facility and units at two other AES facilities have +used up their nitrogen oxide, or NOx, emission credits. They were taken down +two weeks ago in response to a request by the South Coast Air Quality +Management District to stay off line until emissions controls are deployed, +Thomas said. +AES has about 2,000 MW, or half its maximum output, off line. The entire +Huntington plant is off line, as is 1,500 MW worth of units at its Alamitos +and Redondo Beach plants. +The ISO has asked AES to return its off line plants to operations, but AES +has refused because it is concerned the air quality district will fine the +company $20 million for polluting. +""We'd be happy to put our units back, provided we don't get sued for it,"" +Thomas said. ""It's not clear to us that the ISO trumps the air quality +district's"" authority. +As reported, a spokesman for the air quality district said Tuesday that AES +could have elected to buy more emission credits so that it could run its off +line plants in case of power emergencies, but choose not to do so. + + Dynegy's El Segundo Plant Also Visited By PUC + +Dynegy Inc. (DYN) said the PUC visited its 1,200 MW El Segundo plant Tuesday +evening, where two of the four units, about 600 MW worth, were off line +Wednesday. +""I guess our position is, 'Gee, we're sorry you don't believe us, but if you +need to come and take a look for yourself, that's fine,'"" said Dynegy +spokesman Lynn Lednicky. +Lednicky said one of the two units was off line for planned maintenance and +the other for unplanned maintenance on boiler feedwater pumps, which could +pose a safety hazard if not repaired. +""We've been doing all we can to get back in service,"" Lednicky said. ""We +even paid to have some specialized equipment expedited."" +Lednicky added that the PUC seemed satisfied with Dynegy's explanation of +why its units were off line. +-By Jessica Berthold, Dow Jones Newswires; 323-658-3872, +jessica.berthold@dowjones.com +(END) Dow Jones Newswires 07-12-00 +1317GMT Copyright (c) 2000, Dow Jones & Company Inc + + +G_nther A. Pergher +Senior Analyst +Dow Jones & Company Inc. +Tel. 609.520.7067 +Fax. 609.452.3531 + +The information transmitted is intended only for the person or entity to +which it is addressed and may contain confidential and/or privileged +material. Any review, retransmission, dissemination or other use of, or +taking of any action in reliance upon, this information by persons or +entities other than the intended recipient is prohibited. If you received +this in error, please contact the sender and delete the material from any +computer. + + + + + + +" +"allen-p/sent/60.","Message-ID: <1628290.1075855681068.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 06:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.delainey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: David W Delainey +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Dave, + + Here are the names of the west desk members by category. The origination +side is very sparse. + + + + + +Phillip +" +"allen-p/sent/61.","Message-ID: <19811376.1075855681089.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 05:55:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paula.harris@enron.com +Subject: Re: 2001 Margin Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paula Harris +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Paula, + + 35 million is fine + +Phillip" +"allen-p/sent/62.","Message-ID: <9178880.1075855681110.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Var, Reporting and Resources Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/04/2000 +04:23 PM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 10/04/2000 12:23 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Ted +Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: Var, Reporting and Resources Meeting + +Please plan to attend the below Meeting: + + + Topic: Var, Reporting and Resources Meeting + + Date: Wednesday, October 11th + + Time: 2:30 - 3:30 + + Location: EB30C1 + + + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + + + + + +" +"allen-p/sent/63.","Message-ID: <19723094.1075855681132.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:30 PM --------------------------- + + +""George Richards"" on 10/03/2000 06:35:56 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate + + +Westgate + +Enclosed are demographics on the Westgate site from Investor's Alliance. +Investor's Alliance says that these demographics are similar to the package +on San Marcos that you received earlier. +If there are any other questions or information requirements, let me know. +Then, let me know your interest level in the Westgate project? + +San Marcos +The property across the street from the Sagewood units in San Marcos is for +sale and approved for 134 units. The land is selling for $2.50 per square +foot as it is one of only two remaining approved multifamily parcels in West +San Marcos, which now has a moratorium on development. + +Several new studies we have looked at show that the rents for our duplexes +and for these new units are going to be significantly higher, roughly $1.25 +per square foot if leased for the entire unit on a 12-month lease and +$1.30-$1.40 psf if leased on a 12-month term, but by individual room. This +property will have the best location for student housing of all new +projects, just as the duplexes do now. + +If this project is of serious interest to you, please let me know as there +is a very, very short window of opportunity. The equity requirement is not +yet known, but it would be likely to be $300,000 to secure the land. I will +know more on this question later today. + +Sincerely, + +George W. Richards +President, Creekside Builders, LLC + + + - winmail.dat +" +"allen-p/sent/64.","Message-ID: <1820940.1075855681155.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Meeting re: Storage Strategies in the West +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 10/03/2000 +04:13 PM --------------------------- + + +Nancy Hall@ENRON +10/02/2000 06:42 AM +To: Mark Whitt/NA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Paul Bieniawski/Corp/Enron@ENRON, Tyrell +Harrison/NA/Enron@Enron +cc: Jean Mrha/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Monica +Jackson/Corp/Enron@ENRON +Subject: Meeting re: Storage Strategies in the West + +There will be a meeting on Tuesday, Oct. 10th at 4:00pm in EB3270 regarding +Storage Strategies in the West. Please mark your calendars. + +Thank you! + +Regards, +Nancy Hall +ENA Denver office +303-575-6490 +" +"allen-p/sent/65.","Message-ID: <2897398.1075855681176.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 09:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: bs_stone@yahoo.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + +Please use the second check as the October payment. If you have already +tossed it, let me know so I can mail you another. + +Phillip" +"allen-p/sent/66.","Message-ID: <9088689.1075855681197.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 03:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stouchstone@natsource.com +Subject: Re: Not business related.. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Steve Touchstone +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I think Fletch has a good CPA. I am still doing my own. " +"allen-p/sent/67.","Message-ID: <13833710.1075855681219.JavaMail.evans@thyme> +Date: Mon, 2 Oct 2000 02:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: Re: Original Sept check/closing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""BS Stone"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + Please use the second check as my October payment. I have my copy of the +original deal. Do you want me to fax this to you? + +Phillip" +"allen-p/sent/68.","Message-ID: <4507376.1075855681240.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 06:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: lkuch@mh.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Lkuch@mh.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/28/2000 +01:09 PM --------------------------- + + + + From: Phillip K Allen 09/28/2000 10:56 AM + + + +Liane, + + As we discussed yesterday, I am concerned there may have been an attempt to +manipulate the El Paso San Juan monthly index. It appears that a single +buyer entered the marketplace on both September 26 and 27 and paid above +market prices ($4.70-$4.80) for San Juan gas. At the time of these trades, +offers for physical gas at significantly (10 to 15 cents) lower prices were +bypassed in order to establish higher trades to report into the index +calculation. Additionally, these trades are out of line with the associated +financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indices that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indices against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen + + +" +"allen-p/sent/688.","Message-ID: <118160.1075855721936.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 08:22:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: You Game? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +raincheck?" +"allen-p/sent/69.","Message-ID: <23121483.1075855681263.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 05:56:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jeffrey.hodge@enron.com +Subject: San Juan Index +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Jeffrey T Hodge +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Liane, + + As we discussed yesterday, I am concerned there has been an attempt to +manipulate the El Paso San Juan monthly index. A single buyer entered the +marketplace on both September 26 and 27 and paid above market prices +($4.70-$4.80) for San Juan gas with the intent to distort the index. At the +time of these trades, offers for physical gas at significantly (10 to 15 +cents) lower prices were bypassed in order to establish higher trades to +report into the index calculation. Additionally, these trades are out of +line with the associated financial swaps for San Juan. + + We have compiled a list of financial and physical trades executed from +September 25 to September 27. These are the complete list of trades from +Enron Online (EOL), Enron's direct phone conversations, and three brokerage +firms (Amerex, APB, and Prebon). Please see the attached spreadsheet for a +trade by trade list and a summary. We have also included a summary of gas +daily prices to illustrate the value of San Juan based on several spread +relationships. The two key points from this data are as follows: + + 1. The high physical prices on the 26th & 27th (4.75,4,80) are much greater +than the high financial trades (4.6375,4.665) on those days. + + 2. The spread relationship between San Juan and other points (Socal & +Northwest) is consistent between the end of September and + October gas daily. It doesn't make sense to have monthly indeces that +are dramatically different. + + + I understand you review the trades submitted for outliers. Hopefully, the +trades submitted will reveal counterparty names and you will be able to +determine that there was only one buyer in the 4.70's and these trades are +outliers. I wanted to give you some additional points of reference to aid in +establishing a reasonable index. It is Enron's belief that the trades at +$4.70 and higher were above market trades that should be excluded from the +calculation of index. + + It is our desire to have reliable and accurate indeces against which to +conduct our physical and financial business. Please contact me +anytime I can assist you towards this goal. + +Sincerely, + +Phillip Allen +" +"allen-p/sent/7.","Message-ID: <4544252.1075855679918.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 08:04:00 -0800 (PST) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/06/2000 +04:04 PM --------------------------- + + +""Lucy Gonzalez"" on 12/05/2000 08:34:54 AM +To: pallen@enron.com +cc: +Subject: + + + +Phillip, + How are you and how is everyone? I sent you the rent roll #27 is +moving out and I wknow that I will be able to rent it real fast.All I HAVE +TO DO IN there is touch up the walls .Four adults will be moving in @130.00 +a wk and 175.00 deposit they will be in by Thursday or Friday. + Thank You , Lucy + + + +______________________________________________________________________________ +_______ +Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com + + - rentroll_1201.xls +" +"allen-p/sent/70.","Message-ID: <8892696.1075855681287.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:28:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kholst@enron.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: kholst@enron.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:28 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/sent/706.","Message-ID: <27139767.1075855722335.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 06:36:00 -0700 (PDT) +From: phillip.allen@enron.com +To: chad.landry@enron.com +Subject: Re: Pick your Poison? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Chad Landry +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_June2001\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +No can do. +Are you in the zone?" +"allen-p/sent/71.","Message-ID: <8117107.1075855681313.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 09:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Investment Structure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +04:26 PM --------------------------- + + +""George Richards"" on 09/26/2000 01:18:45 PM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Claudia L. Crocker"" + +Subject: Investment Structure + + +STRUCTURE: +Typically the structure is a limited partnership with a corporate (or LLC) +general partner. The General Partner owns 1% of the project and carries the +liability of construction. + +LAND OWNERSHIP & LOANS +The property would be purchased in the name of the limited partnership and +any land loans, land improvements loans and construction loans would be in +the name of the limited partnership. Each of the individual investors and +all of the principals in Creekside would also personally guarantee the +loans. If the investor(s) do not sign on the loans, this generally means +that a larger amount of cash is required and the investor's share of profits +is reduced. + +All loans for residential construction, that are intended for re-sale, are +full recourse loans. If we are pursuing multifamily rental developments, +the construction loans are still full recourse but the mortgage can often be +non-recourse. + +USE OF INITIAL INVESTMENT +The initial investment is used for land deposit, engineering & +architectural design, soils tests, surveys, filing fees, legal fees for +organization and condominium association formation, and appraisals. Unlike +many real estate investment programs, none of the funds are used for fees to +Creekside Builders, LLC. These professional expenses will be incurred over +the estimated 6 month design and approval period. + +EARLY LAND COSTS +The $4,000 per month costs listed in the cash flow as part of land cost +represent the extension fees due to the seller for up to 4 months of +extensions on closing. As an alternative, we can close into a land loan at +probably 70% of appraised value. With a land value equal to the purchase +price of $680,000 this would mean a land loan of $476,000 with estimated +monthly interest payments of $3,966, given a 10% annual interest rate, plus +approximately 1.25% of the loan amount for closing costs and loan fees. + +EQUITY AT IMPROVEMENT LOAN +Once the site plan is approved by the City of Austin, the City will require +the development entity to post funds for fiscal improvements, referred to as +the ""fiscals"". This cost represents a bond for the completion of +improvements that COA considers vital and these funds are released once the +improvements have been completed and accepted by COA. This release will be +for 90% of the cost with the remaining 10% released one year after +completion. Releases can be granted once every 90 days and you should +expect that the release would occur 6 months after the start of lot +improvement construction. These fiscals are usually posted in cash or an +irrevocable letter of credit. As such, they have to be counted as a +development cost, even though they are not spent. Because they are not +spent no interest is charged on these funds. + +The lot improvement loan is typically 75% of the appraised value of a +finished lot, which I suspect will be at least $20,000 and potentially as +high as $25,000. This would produce a loan amount of $15,000 on $20,000 +per lot. With estimated per lot improvement costs of $9,000, 'fiscals' at +$2,000 and the land cost at $8,000 , total improved lot cost is $19,000 +which means $0 to $4,000 per lot in total equity. The investment prior to +obtaining the improvement loan would count towards any equity requirement +provided it was for direct costs. Thus, the additional equity for the +improvement loan would be $0-$184,000. Even if the maximum loan would +cover all costs, it is unlikely the bank would allow reimbursement of funds +spent. The higher estimates of equity investments are shown in the +preliminary proforma to be on the safe side. The engineer is preparing a +tentative site layout with an initial evaluation of the phasing, which can +significantly reduce the cash equity requirement. + +Phasing works as follows. If the first phase was say 40 units, the total +lot improvement cost might average $31,000 per lot. Of this, probably +$13,000 would be for improvements and $19,000 for the land cost. The +improvements are higher to cover large one time up front costs for design +costs, the entry road, water treatment costs, perimeter fencing and +landscaping, and so on, as well as for 100% of the land. The land loan for +undeveloped lots would be 70% of the appraised raw lot value, which I would +estimate as $10,000 per lot for a loan value of $7,000 per lot. Then the +loan value for each improved lot would be $15,000 per lot. This would give +you a total loan of $992,000, total cost of $1,232,645 for equity required +of $241,000. This was not presented in the initial analysis as the phasing +is depended on a more careful assessment by the Civil Engineer as the +separate phases must each be able to stand on its own from a utility +standpoint. + +CONSTRUCTION LOANS +There are three types of construction loans. First, is a speculative +(spec) loan that is taken out prior to any pre-sales activity. Second, is +a construction loan for a pre-sold unit, but the loan remains in the +builder/developers name. Third, is a pre-sold unit with the construction +loan in the name of the buyer. We expect to have up to 8 spec loans to +start the project and expect all other loans to be pre-sold units with loans +in the name of the builder/developer. We do not expect to have any +construction loans in the name of the buyers, as such loans are too +difficult to manage and please new buyers unfamiliar with the process. + +Spec loans will be for 70% to 75% of value and construction loans for +pre-sold units, if the construction loan is from the mortgage lender, will +be from 80% to 95% of value. + +DISBURSEMENTS +Disbursements will be handled by the General Partner to cover current and +near term third party costs, then to necessary reserves, then to priority +payments and then to the partners per the agreement. The General Partner +will contract with Creekside Builders, LLC to construct the units and the +fee to CB will include a construction management and overhead fee equal to +15% of the direct hard cost excluding land, financing and sales costs. +These fees are the only monies to Creekside, Larry Lewter or myself prior to +calculation of profit, except for a) direct reimbursement for partnership +expenses and b) direct payment to CB for any subcontractor costs that it has +to perform. For example, if CB cannot find a good trim carpenter sub, or +cannot find enough trim carpenters, etc., and it decides to undertake this +function, it will charge the partnership the same fee it was able to obtain +from third parties and will disclose those cases to the partnership. +Finally, CB will receive a fee for the use of any of its equipment if it is +used in lieu of leasing equipment from others. At present CB does not own +any significant equipment, but it is considering the purchase of a sky track +to facilitate and speed up framing, cornice, roofing and drywall spreading. + +REPORTING +We are more than willing to provide reports to track expenses vs. plan. +What did you have in mind? I would like to use some form of internet based +reporting. + +BOOKKEEPING +I am not sure what you are referring to by the question, ""Bookkeeping +procedures to record actual expenses?"" Please expand. + +INVESTOR INPUT +We are glad to have the investor's input on design and materials. As always +the question will be who has final say if there is disagreement, but in my +experience I have always been able to reach consensus. As you, and I presume +Keith, want to be involved to learn as much as possible we would make every +effort to be accommodating. + +CREEKSIDE PROCEEDURES +CB procedures for dealing with subs, vendors and professionals is not as +formal as your question indicates. In the EXTREMELY tight labor market +obtaining 3 bids for each labor trade is not feasible. For the professional +subs we use those with whom we have developed a previous rapport. Finally, +for vendors they are constantly shopped. + +PRE-SELECTED PROFESSIONALS, SUBS AND VENDORS +Yes there are many different subs that have been identified and I can +provide these if you are interested. + +I know I have not answered everything, but this is a starting point. Call +when you have reviewed and we can discuss further. + +Sincerely, + +George Richards +President, Creekside Builders, LLC + + + + + - winmail.dat +" +"allen-p/sent/72.","Message-ID: <25460523.1075855681336.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 10/03/2000 02:30 PM +End: 10/03/2000 03:30 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> No Response + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 02:00 PM +End: 09/27/2000 03:00 PM + +Description: Gas Trading Vision Meeting - Room EB2601 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT@ECT +Hunter S Shively/HOU/ECT@ECT +Scott Mills/HOU/ECT@ECT +Allan Severude/HOU/ECT@ECT +Jeffrey C Gossett/HOU/ECT@ECT +Colleen Sullivan/HOU/ECT@ECT +Russ Severson/HOU/ECT@ECT +Jayant Krishnaswamy/HOU/ECT@ECT +Russell Long/HOU/ECT@ECT + +Detailed description: + + +Status update: +Phillip K Allen -> No Response +Hunter S Shively -> No Response +Scott Mills -> No Response +Allan Severude -> Accepted +Jeffrey C Gossett -> Accepted +Colleen Sullivan -> No Response +Russ Severson -> No Response +Jayant Krishnaswamy -> Accepted +Russell Long -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + Confirmation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +Status update: +Fletcher J Sturm -> No Response +Scott Neal -> No Response +Hunter S Shively -> No Response +Phillip K Allen -> No Response +Allan Severude -> Accepted +Scott Mills -> Accepted +Russ Severson -> Accepted + + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +02:00 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 10:38 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Jeffrey C Gossett/HOU/ECT@ECT, +Colleen Sullivan/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, Jayant +Krishnaswamy/HOU/ECT@ECT, Russell Long/HOU/ECT@ECT +cc: +Subject: Gas Trading Vision mtg. + +This meeting has been moved to 4:00 on Wed. in room 2601. I have sent a +confirmation to each of you via Lotus Notes. Sorry for all of the changes +but there was a scheduling problem with a couple of people for the original +time slot. +" +"allen-p/sent/73.","Message-ID: <28907577.1075855681357.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:11:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cindy.cicchetti@enron.com +Subject: Re: Gas Trading Vision meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Cindy Cicchetti +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Nymex expiration is during this time frame. Please reschedule." +"allen-p/sent/74.","Message-ID: <15028563.1075855681379.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:08:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:08 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 11:30 AM +End: 09/27/2000 12:30 PM + +Description: Gas Trading Vision Meeting - Room EB2556 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Phillip K Allen/HOU/ECT +Hunter S Shively/HOU/ECT +Scott Mills/HOU/ECT +Allan Severude/HOU/ECT +Jeffrey C Gossett/HOU/ECT +Colleen Sullivan/HOU/ECT +Russ Severson/HOU/ECT +Jayant Krishnaswamy/HOU/ECT +Russell Long/HOU/ECT + +Detailed description: + + +" +"allen-p/sent/75.","Message-ID: <20854309.1075855681400.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 05:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: Gas Physical/Financial Position +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +12:07 PM --------------------------- + + + + From: Cindy Cicchetti 09/26/2000 09:23 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Mills/HOU/ECT@ECT, Allan Severude/HOU/ECT@ECT, Russ Severson/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT +cc: +Subject: Gas Physical/Financial Position + +I have scheduled and entered on each of your calendars a meeting for the +above referenced topic. It will take place on Thursday, 9/28 from 3:00 - +4:00 in Room EB2537. +" +"allen-p/sent/76.","Message-ID: <22336114.1075855681422.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 04:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: closing +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/26/2000 +11:57 AM --------------------------- + + +""BS Stone"" on 09/26/2000 04:47:40 AM +To: ""jeff"" +cc: ""Phillip K Allen"" +Subject: closing + + + +Jeff, +? +Is the closing today?? After reviewing the agreement?I find it isn't binding +as far as I can determine.? It is too vague and it doesn't sound like +anything an attorney or title company would?draft for a real estate +closing--but, of course, I could be wrong.? +? +If this?closing is going to take place without this agreement then there is +no point in me following up on this?document's validity.? +? +I will just need to go back to my closing documents and see what's there and +find out where I am with that and deal with this as best I can. +? +I guess I was expecting something that would be an exhibit to a recordable +document or something a little more exact, or rather?sort of a contract.? +This isn't either.? I tried to get a real estate atty on the phone last +night but he was out of pocket.? I talked to a crim. atty friend and he said +this is out of his area but doesn't sound binding to him.? +? +I will go back to mine and Phillip Allen's transaction?and take a look at +that but as vague and general as this is I doubt that my signature? is even +needed to complete this transaction.? I am in after 12 noon if there is any +need to contact me regarding the closing. +? +I really do not want to hold up anything or generate more work for myself +and I don't want to insult or annoy anyone but this paper really doesn't +seem to be something required for a closing.? In the event you do need my +signature on something like this I would rather have time to have it +reviewed before I accept it. +? +Brenda +? +? +" +"allen-p/sent/765.","Message-ID: <6458607.1075863688076.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 06:13:00 -0700 (PDT) +From: phillip.allen@enron.com +To: randall.gay@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Randall L Gay +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Randy, + + Can you send me a schedule of the salary and level of everyone in the +scheduling group. Plus your thoughts on any changes that need to be made. +(Patti S for example) + +Phillip" +"allen-p/sent/766.","Message-ID: <1236661.1075863688135.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: greg.piper@enron.com +Subject: Re: Hello +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Greg Piper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Let's shoot for Tuesday at 11:45. " +"allen-p/sent/767.","Message-ID: <14373543.1075863688156.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 04:17:00 -0700 (PDT) +From: phillip.allen@enron.com +To: greg.piper@enron.com +Subject: Re: Hello +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Greg Piper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + + How about either next Tuesday or Thursday? + +Phillip" +"allen-p/sent/768.","Message-ID: <17789223.1075863688178.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 07:44:00 -0700 (PDT) +From: phillip.allen@enron.com +To: david.l.johnson@enron.com, john.shafer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: david.l.johnson@enron.com, John Shafer +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Please cc the following distribution list with updates: + +Phillip Allen (pallen@enron.com) +Mike Grigsby (mike.grigsby@enron.com) +Keith Holst (kholst@enron.com) +Monique Sanchez +Frank Ermis +John Lavorato + + +Thank you for your help + +Phillip Allen +" +"allen-p/sent/769.","Message-ID: <13494848.1075863688199.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 06:59:00 -0700 (PDT) +From: phillip.allen@enron.com +To: joyce.teixeira@enron.com +Subject: Re: PRC review - phone calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Joyce Teixeira +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +any morning between 10 and 11:30" +"allen-p/sent/77.","Message-ID: <29638176.1075855681444.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:04:00 -0700 (PDT) +From: phillip.allen@enron.com +To: christopher.calger@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Christopher F Calger +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Chris, + + What is the latest with PG&E? We have been having good discussions +regarding EOL. + Call me when you can. X37041 + +Phillip" +"allen-p/sent/78.","Message-ID: <13291728.1075855681465.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:01 PM --------------------------- + + + Reschedule +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/28/2000 01:00 PM +End: 09/28/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + The meeting with Richard Burchfield/HOU/ECT was rescheduled. + +On 09/28/2000 03:00:00 PM CDT +For 1 hour +With: Richard Burchfield/HOU/ECT (Chairperson) + Fletcher J Sturm/HOU/ECT (Invited) + Scott Neal/HOU/ECT (Invited) + Hunter S Shively/HOU/ECT (Invited) + Phillip K Allen/HOU/ECT (Invited) + Allan Severude/HOU/ECT (Invited) + Scott Mills/HOU/ECT (Invited) + Russ Severson/HOU/ECT (Invited) + +Gas Physical/Financail Positions - Room 2537 + +" +"allen-p/sent/79.","Message-ID: <22224290.1075855681486.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:01:00 -0700 (PDT) +From: phillip.allen@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/25/2000 +02:00 PM --------------------------- + + + Invitation +Chairperson: Richard Burchfield +Sent by: Cindy Cicchetti + +Start: 09/27/2000 01:00 PM +End: 09/27/2000 02:00 PM + +Description: Gas Physical/Financail Positions - Room 2537 + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +Fletcher J Sturm/HOU/ECT +Scott Neal/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Allan Severude/HOU/ECT +Scott Mills/HOU/ECT +Russ Severson/HOU/ECT + +Detailed description: + + +" +"allen-p/sent/8.","Message-ID: <5361157.1075855679939.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 04:43:00 -0800 (PST) +From: phillip.allen@enron.com +To: andrea.richards@enron.com +Subject: Re: Associates & Analysts Eligible for Promotion +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Andrea Richards +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +I would support Matt Lenhart's promotion to the next level. + +I would oppose Ken Shulklapper's promotion." +"allen-p/sent/80.","Message-ID: <29273267.1075855681507.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 05:47:00 -0700 (PDT) +From: phillip.allen@enron.com +To: muller@thedoghousemail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: muller@thedoghousemail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Greg, + +Happy B-day. Email me your phone # and I will call you. + +Keith" +"allen-p/sent/81.","Message-ID: <20726955.1075855681529.JavaMail.evans@thyme> +Date: Fri, 22 Sep 2000 00:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: kathy.moore@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Kathy M Moore +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Kathy, + +Regarding the guest password for gas daily, can you please relay the +information to Mike Grigsby at 37031 so he can pass it along to the user at +gas daily today. I will be out of the office on Friday. + +thank you + +Phillip" +"allen-p/sent/82.","Message-ID: <29388698.1075855681550.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 08:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +John, + + Denver's short rockies position beyond 2002 is created by their Trailblazer +transport. They are unhedged 15,000/d in 2003 and 25,000/d in 2004 and +2005. + + They are scrubbing all their books and booking the Hubert deal on Wednesday +and Thursday. + +Phillip" +"allen-p/sent/83.","Message-ID: <14620556.1075855681572.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 06:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Below is a list of questions that Keith and I had regarding the Westgate +project: + + Ownership Structure + + What will be the ownership structure? Limited partnership? General partner? + + What are all the legal entities that will be involved and in what +capacity(regarding ownership and + liabilities)? + + Who owns the land? improvements? + + Who holds the various loans? + + Is the land collateral? + + Investment + + What happens to initial investment? + + Is it used to purchase land for cash?Secure future loans? + + Why is the land cost spread out on the cash flow statement? + + When is the 700,000 actually needed? Now or for the land closing? Investment +schedule? + + Investment Return + + Is Equity Repayment the return of the original investment? + + Is the plan to wait until the last unit is sold and closed before profits +are distributed? + + Debt + + Which entity is the borrower for each loan and what recourse or collateral +is associated with each + loan? + + Improvement + + Construction + + Are these the only two loans? Looks like it from the cash flow statement. + + Terms of each loan? + + Uses of Funds + + How will disbursements be made? By whom? + + What type of bank account? Controls on max disbursement? Internet viewing +for investors? + + Reports to track expenses vs plan? + + Bookkeeping procedures to record actual expenses? + + What is the relationship of Creekside Builders to the project? Do you get +paid a markup on subcontractors as a + general contractor and paid gain out of profits? + + Do you or Larry receive any money in the form of salary or personal expenses +before the ultimate payout of profits? + + Design and Construction + + When will design be complete? + + What input will investors have in selecting design and materials for units? + + What level of investor involvement will be possible during construction +planning and permitting? + + Does Creekside have specific procedures for dealing with subcontractors, +vendors, and other professionals? + Such as always getting 3 bids, payment schedules, or reference checking? + + Are there any specific companies or individuals that you already plan to +use? Names? + +These questions are probably very basic to you, but as a first time investor +in a project like this it is new to me. Also, I want to learn as +much as possible from the process. + +Phillip + + + + + + + + + + + + + + + + + + " +"allen-p/sent/84.","Message-ID: <8579795.1075855681604.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 09:35:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/19/2000 +04:35 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/sent/85.","Message-ID: <17231095.1075855681625.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 07:26:00 -0700 (PDT) +From: phillip.allen@enron.com +To: cbpres@austin.rr.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: cbpres@austin.rr.com> +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +George, + + Here sales numbers from Reagan: + + + + + As you can see his units sold at a variety of prices per square foot. The +1308/1308 model seems to have the most data and looks most similiar to the +units you are selling. At 2.7 MM, my bid is .70/sf higher than his units +under construction. I am having a hard time justifying paying much more with +competition on the way. The price I am bidding is higher than any deals +actually done to date. + + Let me know what you think. I will follow up with an email and phone call +about Cherry Creek. I am sure Deborah Yates let you know that the bid was +rejected on the De Ville property. + +Phillip Allen + + + + + + + " +"allen-p/sent/86.","Message-ID: <28267740.1075855681647.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 03:15:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: jsmith@austintx.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + What is up with Burnet? + +Phillip" +"allen-p/sent/87.","Message-ID: <32270225.1075855681668.JavaMail.evans@thyme> +Date: Mon, 18 Sep 2000 02:34:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: burnet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I need to see the site plan for Burnet. Remember I must get written +approval from Brenda Key Stone before I can sell this property and she has +concerns about the way the property will be subdivided. I would also like +to review the closing statements as soon as possible. + +Phillip" +"allen-p/sent/88.","Message-ID: <25391613.1075855681690.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 06:02:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + +I want to have an accurate rent roll as soon as possible. I faxed you a copy +of this file. You can fill in on the computer or just write in the correct +amounts and I will input. +" +"allen-p/sent/89.","Message-ID: <11578703.1075855681711.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 06:42:00 -0700 (PDT) +From: phillip.allen@enron.com +To: bs_stone@yahoo.com +Subject: Re: Sept 1 Payment +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Brenda Stone @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Brenda, + + I checked my records and I mailed check #1178 for the normal amount on +August 28th. I mailed it to 4303 Pate Rd. #29, College Station, TX 77845. I +will go ahead and mail you another check. If the first one shows up you can +treat the 2nd as payment for October. + + I know your concerns about the site plan. I will not proceed without +getting the details and getting your approval. + + I will find that amortization schedule and send it soon. + +Phillip" +"allen-p/sent/9.","Message-ID: <11318184.1075855679960.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 04:41:00 -0800 (PST) +From: phillip.allen@enron.com +To: del@living.com +Subject: Re: Court Ordered Notice to Customers and Registered Users of + living. com Regarding Sale of Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: del@living.com @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +please remove my name and information from the registered user list. Do not +sell my information. + +Phillip Allen" +"allen-p/sent/90.","Message-ID: <21115233.1075855681733.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 06:06:00 -0700 (PDT) +From: phillip.allen@enron.com +To: stagecoachmama@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: stagecoachmama@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Lucy, + + +You wrote fewer checks this month. Spent more money on Materials and less on +Labor. + + + June July August + +Total Materials 2929 4085 4801 + +Services 53 581 464 + +Labor 3187 3428 2770 + + + + + + +Here are my questions on the August bank statement (attached): + +1. Check 1406 Walmart Description and unit? + +2. Check 1410 Crumps Detail description and unit? + +3. Check 1411 Lucy What is this? + +4. Check 1415 Papes Detail description and units? + +5. Checks 1416, 1417, and 1425 Why overtime? + +6. Check 1428 Ralph's What unit? + +7. Check 1438 Walmart? Description and unit? + + +Try and pull together the support for these items and get back to me. + +Phillip" +"allen-p/sent/91.","Message-ID: <12051515.1075855681754.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 04:23:00 -0700 (PDT) +From: phillip.allen@enron.com +To: paul.lucci@enron.com, kenneth.shulklapper@enron.com +Subject: Contact list for mid market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Paul T Lucci, Kenneth Shulklapper +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/12/2000 +11:22 AM --------------------------- + +Michael Etringer + +09/11/2000 02:32 PM + +To: Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Contact list for mid market + +Phillip, +Attached is the list. Have your people fill in the columns highlighted in +yellow. As best can we will try not to overlap on accounts. + +Thanks, Mike + + +" +"allen-p/sent/92.","Message-ID: <15270601.1075855681776.JavaMail.evans@thyme> +Date: Tue, 12 Sep 2000 00:27:00 -0700 (PDT) +From: phillip.allen@enron.com +To: moshuffle@hotmail.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: moshuffle@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +http://www.hearme.com/vc2/?chnlOwnr=pallen@enron.com" +"allen-p/sent/93.","Message-ID: <28699392.1075855681798.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 09:57:00 -0700 (PDT) +From: phillip.allen@enron.com +To: keith.holst@enron.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Keith Holst +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/11/2000 +04:57 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/sent/94.","Message-ID: <5725770.1075855681820.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 09:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Chelsea Villas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + I received the rent roll. I am going to be in San Marcos this weekend but I +am booked with stage coach. I will drive by Friday evening. + I will let you know next week if I need to see the inside. Can you find out +when Chelsea Villa last changed hands and for what price? + + What about getting a look at the site plans for the Burnet deal. Remember +we have to get Brenda happy. + +Phillip" +"allen-p/sent/95.","Message-ID: <32465930.1075855681841.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 08:07:00 -0700 (PDT) +From: phillip.allen@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + + 9/8 9/7 diff + +Socal 36,600 37,200 -600 + +NWPL -51,000 -51,250 250 + +San Juan -32,500 -32,000 -500 + + +The reason the benchmark report shows net selling San Juan is that the +transport positions were rolled in on 9/8. This added 800 shorts to San Juan +and 200 longs to Socal. Before this adjustment we bought 300 San Juan and +sold 800 Socal. + " +"allen-p/sent/96.","Message-ID: <26280667.1075855681863.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 07:16:00 -0700 (PDT) +From: phillip.allen@enron.com +To: frank.hayden@enron.com +Subject: Re: VaR by Curve +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +why is aeco basis so low on the list? Is NWPL mapped differently than AECO? +What about the correlation to Nymex on AECO?" +"allen-p/sent/97.","Message-ID: <22194926.1075855681884.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 02:19:00 -0700 (PDT) +From: phillip.allen@enron.com +To: jsmith@austintx.com +Subject: Re: Sagewood etc. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: ""Jeff Smith"" @ ENRON +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +Jeff, + + You would clearly receive a commission on a deal on the sagewood. + + I am surprised by your request for payment on any type of project in which +I might become involved with Creekside. Are you in the business of brokering +properties or contacts? Is your position based on a legal or what you +perceive to be an ethical issue? Did you propose we look at developing a +project from scratch? + + I am not prepared to pay more than 2.7 for sagewood yet. + +Phillip" +"allen-p/sent/98.","Message-ID: <5509840.1075855681905.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:30:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Sagewood Town Homes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:29 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:35:20 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" , ""Diana Zuniga"" + +Subject: Sagewood Town Homes + + +I was aware that Regan Lehman, the lot developer for the entire 70 lot +duplex project, was selling his units in the $180's, He does have a much +lower basis in the lots than anyone else, but the prime differences are due +to a) he is selling them during construction and b) they are smaller units. +We do not know the exact size of each of his units, but we believe one of +the duplexes is a 1164/1302 sq ft. plan. This would produce an average sq +footage of 1233, which would be $73.80 psf at $182,000. (I thought his +sales price was $187,000.) At this price psf our 1,376 sf unit would sell +for $203,108. +What is more important, in my view, is a) the rental rate and b) the +rent-ability. You have all of our current rental and cost data for your own +evaluation. As for rent-ability, I believe that we have shown that the +3-bedroom, 3.5 bath is strongly preferred in this market. In fact, if we +were able to purchase additional lots from Regan we would build 4 bedroom +units along with the 3-bedroom plan. +Phillip, I will call you today to go over this more thoroughly. +Sincerely, +George W. Richards +Creekside Builders, LLC + + +" +"allen-p/sent/99.","Message-ID: <27210125.1075855681929.JavaMail.evans@thyme> +Date: Fri, 8 Sep 2000 05:29:00 -0700 (PDT) +From: phillip.allen@enron.com +To: pallen70@hotmail.com +Subject: Westgate Proforma-Phillip Allen.xls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Phillip K Allen +X-To: pallen70@hotmail.com +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Sent +X-Origin: Allen-P +X-FileName: pallen.nsf + +---------------------- Forwarded by Phillip K Allen/HOU/ECT on 09/08/2000 +12:28 PM --------------------------- + + +""George Richards"" on 09/08/2000 05:21:49 AM +Please respond to +To: ""Phillip Allen"" +cc: ""Larry Lewter"" +Subject: Westgate Proforma-Phillip Allen.xls + + +Enclosed is the preliminary proforma for the Westgate property is Austin +that we told you about. As you can tell from the proforma this project +should produce a truly exceptional return of over 40% per year over 3 years. +This is especially attractive when the project is in a market as strong as +Austin and we are introducing new product that in a very low price range for +this market. This is the best project in terms of risk and reward that we +have uncovered to date in the Austin market. +The project does have approved zoning and will only require a site plan. As +it is in the ""Smart Growth Corridor"" area designated by the City of Austin +for preferred development, this will be fast tracked and should be complete +in less than 6 months. Additionally, many of the current and more severe +water treatment ordinances have been waived. I have estimated the lot +improvement costs based on a 28 lot development we investigated in North +Austin, which included a detention/retention and filtration pond and street +widening. Even though this property is not likely to require street +widening and will have less of a detention/retention and filtration pond +requirement, I used this data to be cautious. + The Lone Star gas line easement in the lower portion of the property is not +expected to impact sales significantly. Other projects have been quite +successful with identical relationships to this pipeline, such as the +adjoining single family residential and a project at St. Edwards University. +As with most infill projects, the quality of the surrounding neighborhoods +is uneven. We have included a fence around the entire property, but may +only put it on Westgate and Cameron Loop. Gated communities are far +preferred so this is a good idea for both screening and current buyer +preferences. +The seller accepted our offer Thursday evening with a price of $680,000 and +an extended escrow. This will enable us to probably obtain an approved site +plan before closing on the contract, which will mean that we can close into +an A&D Loan rather than into a land loan and then an improvement loan. +This analysis shows your investment at $700,000 for a 50% interest in the +profits of the project. As we discussed in San Marcos, we can also discuss +having you invest only in the lots, sell the lots to the construction entity +with your profit in the lot. I believe this would facilitate the use of a +1031 Exchange of the proceeds from this deal into another project that is a +rental deal or at least into the land for a rental project that would then +be the equity for that project. You would need to discuss this with an +exchange expert first. Larry Lewter knows an expert in the field in San +Antonio if you do not know anyone. +I will send you a package on the property that was prepared by the broker, +by Airborne Express today for Saturday delivery. +Once you have read the package and reviewed this proforma, we would want to +schedule a tour of the site and the area. Please get back to me as soon as +your schedule permits regarding the site visit and feel free to call at any +time. You can reach me over the weekend and in the evening at either +512-338-1119 or 512-338-1110. My cell phone is 512-748-7495 and the fax is +512-338-1103. I look forward to hearing from you and to working with you +on this project that is sure to be a major winner. +I regret that it took so long to get back to you, but we had some unusual +events these past few weeks. A small freakish wind storm with severe 60+mpg +downdrafts hit the South part of Austin where we are building 10 town homes. +One of these units had just had the roof decked with the siding scheduled to +start the next day. The severe downdraft hitting the decked roof was enough +to knock it down. The City shut down the project for a week and it took +another week to get every thing back on tract. Then last week I had to take +my wife to emergency. She has a bulge in the material between the vertebra +in her spine and it causes her extreme pain and has kept her bedridden this +past week.. There is nothing like having your wife incapacitated to realize +the enormous number of things she does everyday. Fortunately, it looks as +if she will be ok in the long run. +George W. Richards +Creekside Builders, LLC + + + - Westgate Proforma-Phillip Allen.xls +" +"allen-p/straw/1.","Message-ID: <12644875.1075855692817.JavaMail.evans@thyme> +Date: Tue, 14 Mar 2000 17:07:00 -0800 (PST) +From: bobregon@bga.com +To: strawbale@crest.org +Subject: Central Texas Bale Resource +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: bobregon@bga.com +X-To: list +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +Hi All + +We are looking for a wheat farmer near Austin who we can purchase +approximately 300 bales from. Please e-mail me at the referenced address +or call at 512) 263-0177 during business hours (Central Standard Time) +if you can help. + +Thanks + +Ben Obregon A.I.A." +"allen-p/straw/2.","Message-ID: <22208447.1075855692838.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 07:37:00 -0800 (PST) +From: rob_tom@freenet.carleton.ca +To: calxa@aol.com +Subject: Re: History of Lime and Cement +Cc: strawbale@crest.org +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: strawbale@crest.org +X-From: rob_tom@freenet.carleton.ca (Robert W. Tom) +X-To: CALXA@aol.com +X-cc: strawbale@crest.org +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +'Arry (calxa@aol.com), Lime Ex-splurt Extraordinaire, wrote: + +[snipped] + +>I highly recommend David Moore's book ""The Roman Pantheon"" +>very thorough research into the uses and development of Roman Cement....lime +>and clay/pozzolonic ash; the making and uses of lime in building. + +>I find it almost impossible to put down + +Why am I not surprised ? + +I suspect that if someone were to build a town called Lime, make +everything in the town out of lime, provide only foods that have +some connection to lime and then bury the Limeys in lime when +they're dead, 'Arry would move to that town in a flash and think +that he had arrived in Paradise on Earth. + +According to my v-a-a-a-ast network of spies, sneaks and sleuths, +this next issue of The Last Straw focusses on lime... and to no one's +surprise, will feature some of the musings/wisdom/experience of our +Master of Lime, 'Arry . + +Those same spies/sneaks/sleuths tell me that the format of this +next issue is a departure from the norm and may be a Beeg Surprise +to some. + +Me ? My curiosity is piqued and am itchin' to see this Limey +issue of The Last Straw and if you are afflicted with the same and +do not yet subscribe, it may not be too late: + + thelaststraw@strawhomes.com +or www.strawhomes.com + + +-- +Itchy +" +"allen-p/straw/3.","Message-ID: <31438311.1075855692860.JavaMail.evans@thyme> +Date: Thu, 17 Feb 2000 07:01:00 -0800 (PST) +From: calxa@aol.com +To: strawbale@crest.org, absteen@dakotacom.net +Subject: History of Lime and Cement +Cc: moore.john.e@worldnet.att.net +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: moore.john.e@worldnet.att.net +X-From: CALXA@aol.com +X-To: strawbale@crest.org, absteen@dakotacom.net +X-cc: moore.john.e@worldnet.att.net (John E. Moore) +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +Folks, + +I just found this interesting site about the history of the uses of lime and +development of pozzolonic materials ...lime and clay - Roman Cement - that I +think will be interesting to the group. + +I highly recommend David Moore's book ""The Roman Pantheon"" at $25.00 - a +very thorough research into the uses and development of Roman Cement....lime +and clay/pozzolonic ash; the making and uses of lime in building. The book +covers ancient kilns, and ties it all to modern uses of cement and concrete. + +I find it almost impossible to put down - as the writing flows easily - +interesting, entertaining, and enlightening. David Moore spent over 10 years +learning just how the Romans were able to construct large buildings, +structures, etc., with simply lime and volcanic ash - structures that have +lasted over 2000 years. A great testimonial to the Roman builders; and good +background information for sustainable builder folks. + +Thank you, Mr. Moore. I highly recommend the site and especially the Book. + + Roman Concrete Research by David +Moore + + +Regards, + +Harry Francis" +"allen-p/straw/4.","Message-ID: <2055670.1075855692881.JavaMail.evans@thyme> +Date: Thu, 10 Feb 2000 01:46:00 -0800 (PST) +From: billc@greenbuilder.com +To: strawbale@crest.org +Subject: Re: Newsgroups +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: billc@greenbuilder.com +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +>What other cool newsgroups are available for us alternative thinkers? +>Rammed Earth, Cob, etc? +> + +We have a list of our favorites at +http://www.greenbuilder.com/general/discussion.html + +(and we're open to more suggestions) + +BC + +Bill Christensen +billc@greenbuilder.com + +Green Homes For Sale/Lease: http://www.greenbuilder.com/realestate/ +Green Building Pro Directory: http://www.greenbuilder.com/directory/ +Sustainable Bldg Calendar: http://www.greenbuilder.com/calendar/ +Sustainable Bldg Bookstore: http://www.greenbuilder.com/bookstore +" +"allen-p/straw/5.","Message-ID: <22141218.1075855692903.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 16:29:00 -0800 (PST) +From: matt@fastpacket.net +To: strawbale@crest.org +Subject: RE: concrete stain +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Matt"" +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +> Hi, +> We recently faced the same questions concerning our cement floor finishing +> here's what we found. +> +> Oringinal Plan: was for stamped and pigmented (color added at the cement +plant) +> with stained accents and highlighting to simulate a sautillo tile. Our +project +> is rather large 2900 sq ft SB house with 1800 sq ft porch surrounding it. +Lot's +> of cement approx. 160 sq yds. After looking at the costs we changed our +minds +> rather quickly. +> +> Labor for Stamping Crew $2500.00 +> Davis Color Stain 4lbs per yd x 100 yds x $18 lb $7200.00 +> +> These are above and beyond the cost of the concrete. +> +> Actual Result: Took a truck and trailer to Mexico and handpicked Sautillo +tiles +> for inside the house. Changed the color of the cement on the porch to 1lb +per yd +> mix color, added the overrun tiles we had left over as stringers in the +porch +> and accented with acid etched stain. +> +> Tiles and Transportation $3000.00 +> Labor, mastic and beer. tile setting (did it myself) $1400.00 +> Acid Stain for porch $ 350.00 +> Davis Pigment $15 x 40 yds $ 600.00 +> +> I can get you the info on the stain if you like, I ordered it from a +company the +> web, can't remember off hand who. I ordered a sample kit for $35.00 which +has 7 +> colors you can mix and match for the results you want. It was easy to work +with +> much like painting in water colors on a large scale. +> +> Hope this helps you out, +> +> Matt Kizziah +>" +"allen-p/straw/6.","Message-ID: <8801794.1075855692924.JavaMail.evans@thyme> +Date: Tue, 4 Jan 2000 11:39:00 -0800 (PST) +From: jfreeman@ssm.net +To: strawbale@crest.org +Subject: The 1999 Hemp Year in Review +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: The HCFR +X-To: strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +PAA27941 +Sender: owner-strawbale@crest.org +Precedence: bulk + +The 1999 Hemp Year in Review + +The Millennium ready, issue #7 of the Hemp Commerce & Farming Report +(HCFR) is now online. Start off the New Year in hemp with a good +read of this special issue. + +HCFR #7 can now be found online at Hemphasis.com, GlobalHemp.com and Hemp +Cyberfarm.com. + +http://www.hemphasis.com +http://www.globalhemp.com/Media/Magazines/HCFR/1999/December/toc.shtml +http://www.hempcyberfarm.com/pstindex.html + +This issue will also be posted as soon as possible at: +http://www.hemptrade.com/hcfr +http://www.hemppages.com/hwmag.html + +IN THIS ISSUE: + +Part One: +Editorial +To the Editor +The Year in Review: The Top Stories +Genetically Modified Hemp? + +Part Two: +Harvest Notebook, Part III: +1) Poor Organic Farming Practices Produce Poor Yields +2) Hemp Report and Update for Northern Ontario +Performance-Based Industrial Hemp Fibres Will Drive Industry Procurement in +the 21st Century, (Part II) + +Part Three: +Benchmarking Study on Hemp Use and Communication Strategies +By the Numbers: The HCFR List +Historical Hemp Highlights +Association News: +Northern Hemp Gathering in Hazelton, BC +Upcoming Industry Events +Guelph Organic Show +Paperweek 2000 +Hemp 2000 +Santa Cruz Industrial Hemp Expo +" +"allen-p/straw/7.","Message-ID: <23831327.1075855692946.JavaMail.evans@thyme> +Date: Fri, 7 Jan 2000 16:23:00 -0800 (PST) +From: owner-strawbale@crest.org +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: owner-strawbale@crest.org +X-To: undisclosed-recipients:, +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +<4DDE116DBCA1D3118B130080C840BAAD02CD53@ppims.Services.McMaster.CA> +From: ""Wesko, George"" +To: strawbale@crest.org +Subject: RADIANT HEATING +Date: Tue, 4 Jan 2000 11:28:29 -0500 +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2650.21) +Content-Type: multipart/alternative; +------_=_NextPart_001_01BF56D0.C002317E +Content-Type: text/plain; +charset=""iso-8859-1"" +Sender: owner-strawbale@crest.org +Precedence: bulk + + +There are a number of excellent sites for radiant heating, including the +magazine fine homebuilding June-July 1992 issue: the Radiant Panel +Association; ASHRAE Chapter 6; Radiantec-Radiant heating system from +Radiantec; the following web site: http://www.twapanels.ca/heating +index.html + +The above is a good start, and each of the sites have a number of good +links. Let me know how you make out in your search." +"allen-p/straw/8.","Message-ID: <27420076.1075855692969.JavaMail.evans@thyme> +Date: Wed, 5 Jan 2000 13:24:00 -0800 (PST) +From: grensheltr@aol.com +To: mccormick@elkus-manfredi.com, kopp@kinneret.kinneret.co.il, + strawbale@crest.org +Subject: Re: concrete stain +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: GrenSheltr@aol.com +X-To: mccormick@elkus-manfredi.com, kopp@kinneret.kinneret.co.il, strawbale@crest.org +X-cc: +X-bcc: +X-Folder: \Phillip_Allen_Dec2000\Notes Folders\Straw +X-Origin: Allen-P +X-FileName: pallen.nsf + +In a message dated 1/4/00 3:18:50 PM Eastern Standard Time, +mccormick@ELKUS-MANFREDI.com writes: + +<< There are 3 basic methods for concrete color: 1. a dry additive to a + concrete mix prior to pouring 2. chemical stain: applied to new/old + concrete surfaces (can be beautiful!)3. dry-shake on fresh concrete- >> + +plus the one I just posted using exterior stain, I used this after the +expensive chemical stuff I bought from the company in Calif that I saw in +Fine Homebuilding did NOt work - what I used was a variation of what Malcolm +Wells recommended in his underground house book Linda" +"arnold-j/_sent_mail/1.","Message-ID: <33025919.1075857594206.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 13:09:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:spreads +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +saw a lot of the bulls sell summer against length in front to mitigate +margins/absolute position limits/var. as these guys are taking off the +front, they are also buying back summer. el paso large buyer of next winter +today taking off spreads. certainly a reason why the spreads were so strong +on the way up and such a piece now. really the only one left with any risk +premium built in is h/j now. it was trading equivalent of 180 on access, +down 40+ from this morning. certainly if we are entering a period of bearish +to neutral trade, h/j will get whacked. certainly understand the arguments +for h/j. if h settles $20, that spread is probably worth $10. H 20 call was +trading for 55 on monday. today it was 10/17. the market's view of +probability of h going crazy has certainly changed in past 48 hours and that +has to be reflected in h/j. + + + + +slafontaine@globalp.com on 12/13/2000 04:15:51 PM +To: slafontaine@globalp.com +cc: John.Arnold@enron.com +Subject: re:spreads + + + +mkt getting a little more bearish the back of winter i think-if we get another +cold blast jan/feb mite move out. with oil moving down and march closer flat +px +wide to jan im not so bearish these sprds now-less bullish march april as +well. + + + +" +"arnold-j/_sent_mail/10.","Message-ID: <19235579.1075857594400.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 08:51:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +amazing how with cash futures at $1 and the back such a piece that f/g under +such pressure. month 2 has been the strongest part of the board all year. +will be interesting to see what happens when h/j is prompt. could j actually +be strong? seems like of the spreads on the board the best risk reward is in +f/g. a little worried about having the z/f effect again. that is, all spec +length trying to roll and funds trying to roll at the same time leading to +some ridiculous level at expiry. any thoughts? + + + + +slafontaine@globalp.com on 12/08/2000 12:05:54 PM +To: John.Arnold@enron.com +cc: +Subject: re:summer inverses + + + +i suck-hope youve made more money in natgas last 3 weeks than i have. mkt shud +be getting bearish feb forward-cuz we already have the weather upon us-fuel +switching and the rest shud invert the whole curve not just dec cash to jan +and +feb forward???? have a good weekend john + + + +" +"arnold-j/_sent_mail/100.","Message-ID: <19835539.1075857596349.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 11:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: congrats +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We both thank you + + + + + + From: Jennifer Fraser 10/17/2000 06:12 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: congrats + +Dutch ( as you know ) is great. +I am very happy for him and you +JF + +" +"arnold-j/_sent_mail/101.","Message-ID: <12626409.1075857596370.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 10:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: Hi +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +So, what is it? And by the way, don't start with the excuses. You're +expected to be a full, gourmet cook. + +Kisses, not music, makes cooking a more enjoyable experience. + + + + +""Jennifer White"" on 10/17/2000 04:19:20 PM +To: jarnold@enron.com +cc: +Subject: Hi + + +I told you I have a long email address. + +I've decided what to prepare for dinner tomorrow. I hope you aren't +expecting anything extravagant because my culinary skills haven't been +put to use in a while. My only request is that your stereo works. Music +makes cooking a more enjoyable experience. + +Watch the debate if you are home tonight. I want a report tomorrow... +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/102.","Message-ID: <13844738.1075857596392.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 10:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Thursday meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure, stop by and we'll arrange a place to meet. If you come by during +trading hours though, I can only say hi for a couple seconds. + + + + +""Mark Sagel"" on 10/17/2000 05:20:14 PM +To: +cc: +Subject: Re: Thursday meeting + + +That sounds fine. Would you like to meet at your office and go from there? +By the way, I will be in your office earlier in the afternoon for a meeting. +Perhaps I can stop over to say hello. ----- Original Message ----- +From: +To: +Sent: Tuesday, October 17, 2000 5:53 PM +Subject: Re: Thursday meeting + + + +how about 6:00 for drinks + + + + + +""Mark Sagel"" on 10/17/2000 04:34:56 PM + +To: ""John Arnold"" +cc: +Subject: Thursday meeting + + + +Hey John: + +When you have a chance, let me know what time works for us to get together +Thursday. Thanks, + +Mark Sagel +Psytech Analytics + + + + + + +" +"arnold-j/_sent_mail/103.","Message-ID: <22083600.1075857596413.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 09:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Thursday meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about 6:00 for drinks + + + + + +""Mark Sagel"" on 10/17/2000 04:34:56 PM +To: ""John Arnold"" +cc: +Subject: Thursday meeting + + + +Hey John: +? +When you have a chance, let me know what time works for us to get together +Thursday.? Thanks, +? +Mark Sagel +Psytech Analytics + +" +"arnold-j/_sent_mail/104.","Message-ID: <13497485.1075857596435.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 07:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I've got a ""strategy"" mtg from 3:00 - 5:00. It's very important. I've got +to strategize about things. Not sure about exactly what. Just things. + + +From: Margaret Allen@ENRON on 10/17/2000 01:13 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Other than the fact that we desparately need your unbelieveably +marketing-savvy person up here - no. What's going on in the trading world? +Maybe I'll have to mosey on down there later today. Is it busy? + +" +"arnold-j/_sent_mail/105.","Message-ID: <24273331.1075857596456.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 05:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +anything new in the world of marketing?" +"arnold-j/_sent_mail/106.","Message-ID: <7105807.1075857596477.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea, how about 3:30? + + + + +Sarah Wesner@ENRON +10/16/2000 10:21 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines + +Are you around today? I need to talk to you about some things. Sarah + +" +"arnold-j/_sent_mail/107.","Message-ID: <7083745.1075857596498.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 05:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: John Arnold's PC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about 4:00? + + + + +Ina Rangel +10/16/2000 11:03 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: John Arnold's PC + +John, +When would be a good time for you. After work maybe? + +Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 10/16/2000 11:02 AM +--------------------------- +DON ADAM @ +ENRON +10/16/2000 10:06 AM + +To: Ina Rangel/HOU/ECT@ECT +cc: +Subject: John Arnold's PC + +Ina, + +Could you please have John email you the directions to his house and when +would be a good time to come by and install the equipment? Thanks. + +Don + + + +" +"arnold-j/_sent_mail/108.","Message-ID: <5383049.1075857596521.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Executive Reports Viewer: NEW LOCATION +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I can't get into this....any ideas? +---------------------- Forwarded by John Arnold/HOU/ECT on 10/14/2000 05:12 +PM --------------------------- + + +Christa Winfrey +10/06/2000 06:00 PM +To: Chris Abel/HOU/ECT@ECT, Darin Talley/Corp/Enron@ENRON, Alisa +Green/HOU/ECT@ECT, Eugenio Perez/HOU/ECT@ECT, Faith Killen/HOU/ECT@ECT, Gary +Hickerson/HOU/ECT@ECT, Gary Stadler/Enron Communications@Enron +Communications, Greg Whalley/HOU/ECT@ECT, Cliff Baxter/HOU/ECT@ECT, John J +Lavorato/Corp/Enron@Enron, John Sherriff/LON/ECT@ECT, Kevin Hannon/Enron +Communications@Enron Communications, Kimberly Hillis/HOU/ECT@ect, Kevin M +Presto/HOU/ECT@ECT, Michael Benien/Corp/Enron@ENRON, Mark Frank/HOU/ECT@ECT, +Mark E Haedicke/HOU/ECT@ECT, Michael E Moscoso/HOU/ECT@ECT, Patricia +Anderson/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Rick Buy/HOU/ECT@ECT, Rudi +Zipter/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, Shona Wilson/NA/Enron@Enron, Tim +Belden/HOU/ECT@ECT, Trey Hardy/HOU/ECT@ect, Tammy R Shepperd/HOU/ECT@ECT, +Veronica Valdez/HOU/ECT@ECT, William S Bradford/HOU/ECT@ECT, Wes +Colwell/HOU/ECT@ECT, Bjorn Hagelmann/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, +David W Delainey/HOU/ECT@ECT, Mark Frevert/NA/Enron@Enron, Jeffrey A +Shankman/HOU/ECT@ECT, Cassandra Schultz/NA/Enron@Enron, Daniel +Falcone/Corp/Enron@ENRON, Frank Hayden/Corp/Enron@Enron, Frank +Prejean/HOU/ECT@ECT, James New/LON/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Kevin +Beasley/Corp/Enron@ENRON, Kevin Sweeney/HOU/ECT@ECT, Liz M +Taylor/HOU/ECT@ECT, Minal Dalia/HOU/EES@EES, Nelson Bibby/LON/ECT@ECT, Scott +Earnest/HOU/ECT@ECT, Scott Tholan/Corp/Enron@Enron, Thomas Myers/HOU/ECT@ECT, +George McClellan/HOU/ECT@ECT, Eric Groves/HOU/ECT@ECT, John +Massey/HOU/ECT@ECT, Jeff Smith/HOU/ECT@ECT, Kevin McGowan/Corp/Enron@ENRON, +Mason Hamlin/HOU/ECT@ECT, Kenneth Lay/Corp/Enron@ENRON, Joseph W +Sutton@Enron, Jeffrey K Skilling@Enron, LaCrecia Davenport/Corp/Enron@Enron, +Rebecca Phillips/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Stacey W +White/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Daniel Reck/HOU/ECT@ECT, Sunil +Dalal/Corp/Enron@ENRON, Fletcher J Sturm/HOU/ECT@ECT, Gabriel +Monroy/HOU/ECT@ECT, Robin Rodrigue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, +Christopher F Calger/PDX/ECT@ECT, Cheryl Dawes/CAL/ECT@ECT, W David +Duran/HOU/ECT@ECT, Georgeanne Hodges/HOU/ECT@ECT, Jim Coffey/HOU/ECT@ECT, +Janet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Julie A +Gomez/HOU/ECT@ECT, Jill Louie/CAL/ECT@ECT, Jean Mrha/NA/Enron@Enron, Jere C +Overdyke/HOU/ECT@ECT, Jody Pierce/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, +Kathryn Corbally/Corp/Enron@ENRON, Laura E Scott/CAL/ECT@ECT, Michael S +Galvan/HOU/ECT@ECT, Michael Miller/EWC/Enron@ENRON, Mark Tawney/HOU/ECT@ECT, +Paula McAlister/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Rodney +Malcolm/HOU/ECT@ECT, Rob Milnthorp/CAL/ECT@ECT, Scott Josey/Corp/Enron@ENRON, +Andrea V Reed/HOU/ECT@ECT, Brenda F Herod/HOU/ECT@ECT, Chris +Komarek/Corp/Enron@Enron, Cris Sherman/HOU/ECT@ECT, David Leboe/HOU/ECT@ECT, +Gail Tholen/HOU/ECT@ECT, Greg Whiting/Corp/Enron@ENRON, Herman +Manis/Corp/Enron@ENRON, Hope Vargas/HOU/ECT@ECT, Lon Draper/CAL/ECT@ECT, Mary +Lynne Ruffer/HOU/ECT@ECT, Stanley Farmer/Corp/Enron@ENRON, Stephen +Wolfe/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, +Jonathan McKay/CAL/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Andrew, Andrew R Conner/HOU/ECT@ECT, Bob +Crane/HOU/ECT@ECT, John Jacobsen/HOU/ECT@ECT, Matthew Adams/Corp/Enron@ENRON, +Steven Kleege/HOU/ECT@ECT, Tracy Beardmore/NA/Enron@Enron, Robert +Richard/Corp/Enron@ENRON, Timothy M Norton/HOU/ECT@ECT, Michael +Nguyen/HOU/ECT@ECT, D Todd Hall/HOU/ECT@ECT, Eric Moon/HOU/ECT@ECT, Jenny +Latham/HOU/ECT@ECT, Valarie Sabo/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT, Vince +J Kaminski/HOU/ECT@ECT +cc: Vern Vallejo/HOU/ECT@ECT, Sally Chen/NA/Enron@Enron, Annemieke +Slikker/NA/Enron@Enron, Kristin Walsh/HOU/ECT@ECT +Subject: Executive Reports Viewer: NEW LOCATION + + + + +As of midnight, Saturday, October 7th, the Executive Reports Viewer will no +longer be accessible at its current location, due to IT modifications. The +system has been redesigned to allow access via Internet Explorer (you cannot +use Netscape). The new location is http://ersys.corp.enron.com. +This change will ONLY affect the viewing of the reports; it will NOT impact +the publishing of the reports. + +A shortcut icon can be created by dragging the Internet Explorer Logo +(located in the address field next to the URL) to the desktop. + +If you have any questions, please do not hesitate to call Kristin Walsh at +3-9510 or myself at 3-9307. + +Thank you for your understanding, +Christa Winfrey + +" +"arnold-j/_sent_mail/109.","Message-ID: <10159852.1075857596543.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: savita.puthigai@enron.com +Subject: Re: Sunday Trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Savita Puthigai +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Savita: +A couple of issues: + +1. I'm having trouble setting a syncopated basis child of a syncopated basis +child (grandchild). Is this not currently allowed by the system? + +2. I have a lot of counterparties whom click on hub gas daily when they +meant to trade nymex. Although I would like the nymex filter to bring gas +dailies, is there anyway to separate them a little more clearly. Eventually +I would like to run all my products in parallel with gas daily, but I'm +restricted right now by issue #1. + +Please advise, +John" +"arnold-j/_sent_mail/11.","Message-ID: <28990858.1075857594430.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 08:10:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cant handle the pressure of big money?? + + + + +John J Lavorato@ENRON +12/10/2000 09:58 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +minn +3 1/2 +jack -16 1/2 +tenn-cinnci under35 +gb-det under 39 1/2 +tb +2 1/2 +new england +2 1/2 +pitt +3 1/2 +phil-clev under 33 1/2 +seattle +10 +jets +9 1/2 and over 40 1/2 tease + +as discussed. + + +" +"arnold-j/_sent_mail/110.","Message-ID: <31687091.1075857596564.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Oh yea, I always get those two places confused. + + +From: Margaret Allen@ENRON on 10/13/2000 04:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Last night + +I thought we agreed to Denny's tonight after Rick's?! + +" +"arnold-j/_sent_mail/111.","Message-ID: <22562856.1075857596586.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +pira's certainly got the whole market wound up. I've seen a wave of producer +selling for the first time in two months over the past two days. Most +selling Cal 1 off the back of Pira. Pira certainly commands a lot of respect +these days. Too much, probably. +The problem with all these bull spreads (ie F-H) is the thought process in +natty is that if Jan is strong, just think what happens when you get to March +and run out of gas. The spread game is very different than playing crude. +These spreads haven't moved for the past 1000 point runup. You know there +were guys bullish this market trying to play it with spreads and haven't made +a penny. +Just to clarify, Pira said 3 bcf y on y for Z1? That seems hard to believe. + + + + +slafontaine@globalp.com on 10/13/2000 09:42:43 AM +To: jarnold@enron.com +cc: +Subject: mkts + + + +cmon give me some credit-you think ive been doing this this long w/out know +who's doing what! im i ny for the pira conference-thyre pretty bearish cal 01 +and 02-will be interesting to see if/when the producers start to take that to +heart. here's one for you to think about... of pira's rite-ie production gonna +be up 1-1.5 bcf by year end. does increased deliverabilty mean these winter +sprds in producing areas-ie jan-apr and the fact the mkts gonna be more +concerened about running out in march than in jan suggest big invererese will +not be sustainable but will happen only on a weather event??? be curoius your +thots-i maybe thinking too much but makes some sense to me-have a good weekend +johnny. +pira says decm 01 prod up 3 bcf y on y! + + + +" +"arnold-j/_sent_mail/112.","Message-ID: <15293340.1075857596607.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 09:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +of course... + +just kidding. Aldo's next week. you're done. Open up your checkbook baby. + + +From: Margaret Allen@ENRON on 10/13/2000 03:45 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Last night + +am i being ignored? + +" +"arnold-j/_sent_mail/113.","Message-ID: <8217692.1075857596628.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 05:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jerk + + + + + + From: Jeffrey A Shankman 10/13/2000 08:49 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + Give me a C + Give me an N + Give me an R + Give me an S + +What do you have? A Quarter! + + +" +"arnold-j/_sent_mail/114.","Message-ID: <4719738.1075857596651.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 05:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Lady, c'mon...you're just one of the guys! Wanna go to Treasures tonight? + + +From: Margaret Allen@ENRON on 10/13/2000 08:39 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Last night + +Hey Buster John, + +Despite the X's you received last night for your ill behavior, I wanted to +thank you for dinner because I had a great time. Although, I do take +personal offense to being flipped off at least 5 times in the course of +dinner. Watch your manners when your with a lady! + +I hope you have a great Friday and today is one of your top 5 too! + +MSA + +" +"arnold-j/_sent_mail/115.","Message-ID: <1975374.1075857596672.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 10:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.hickerson@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Hickerson +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Gary: +Just checking to see if the Trader's Roundtable includes us gas boys. I +would certainly be interested in attending. +John" +"arnold-j/_sent_mail/1156.","Message-ID: <8465424.1075863710896.JavaMail.evans@thyme> +Date: Sun, 8 Oct 2000 07:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: mbarksda@ems.jsc.nasa.gov +Subject: RE: (no subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Barksdale, Melanie R."" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please call me at 713 557 3330" +"arnold-j/_sent_mail/1157.","Message-ID: <7594543.1075863710948.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Premonition? + + + =20 +=09 +=09 +=09From: Jennifer Fraser 10/04/2000 03:01 PM +=09 + +To: John Arnold/HOU/ECT@ECT +cc: =20 +Subject:=20 + British Trader Sentenced to Prison + + +this could be you + +British Trader Sentenced to Prison=20 + + By Jill Lawless + Associated Press Writer + Tuesday, Oct. 3, 2000; 2:07 p.m. EDT + + LONDON =01)=01) A futures trader who bet the wrong way on= + U.S. + unemployment figures, and destroyed a company in 92=20 +minutes, was + sentenced Tuesday to more than three years in jail.=20 + + ""The position got worse and he was just numb,"" a defense= +=20 +attorney said, + comparing the debacle to a bad night at a roulette wheel.= +=20 + + Stephen Humphries, 25, formerly a trader at Sussex Future= +s=20 +Ltd., sank + the company with losses of $1.1 million.=20 + + ""During that afternoon of Friday, Aug. 6, 1999, during a= +=20 +period of one + hour, 32 minutes, the company's hard-earned reputation an= +d=20 +value was + destroyed at a stroke ... by the fraudulent trading=20 +activity of one man, + Stephen Humphries,"" said prosecution lawyer Martin Hicks.= +=20 + + Humphries pleaded guilty to one count of fraudulent=20 +trading. Judge Denis + Levy sentenced him to three years and nine months in=20 +prison.=20 + + Southwark Crown Court heard testimony that Humphries ran = +up=20 +the + losses by trading futures contracts in government bonds,= +=20 +and repeatedly + lied to superiors about his trades.=20 + + When worried colleagues left to summon the firm's senior= +=20 +broker, + Humphries fled the building.=20 + + After the huge one-day loss, the company's creditor banks= +=20 +balked and a + financial regulator was called in. Sussex Futures =01) wh= +ich=20 +employed 70 + brokers =01) ceased trading three months later with losse= +s of=20 +$3.4 million.=20 + + The court was told that Humphries' trading losses began o= +n=20 +the morning of + Aug. 6, wiping out two-thirds of his $25,000 trading=20 +deposit by lunchtime. + + The situation worsened at 1:30 p.m., when U.S. economic= +=20 +figures were + released showing no increase in the unemployment rate. Th= +e=20 +data made + U.S. interest rates more likely to rise and reduced the= +=20 +value of + fixed-interest investments such as British government=20 +bonds.=20 + + Nonetheless, Humphries continued to buy, in quantities th= +at=20 +exceeded his + trading ceiling. Questioned by co-workers about the large= +=20 +trades going + through his account, Humphries said he was in the process= +=20 +of selling out.=20 + + By the time he fled, he held more than 100 times his=20 +trading limit in futures. + + ""In the course of an afternoon ... you ruined not only yo= +ur=20 +own career, but + the career of many others and you caused a prosperous=20 +company, Sussex + Futures Limited, to go into liquidation, causing loss to= +=20 +the company which + trusted you and employed you,"" said the judge.=20 + + Defense lawyer Simon Ward said Humphries had been under= +=20 +intense + financial pressure and was ""deeply sorry.""=20 + + He had lost a previous job when a trading company he work= +ed=20 +for went + under =01) also at the hands of a rogue trader.=20 + + He had taken out large bank loans, amassed a substantial= +=20 +credit-card debt + and had borrowed from his father's life savings. He and h= +is=20 +partner, with + whom he had two children, had a third baby die, a blow th= +at=20 +affected + Humphries' judgment, Ward said.=20 + + ""This is a tragic and very upsetting case,"" said Ward. ""H= +e=20 +was 24, under + intense financial and personal pressure and, in effect,= +=20 +lost his head at the + roulette table.""=20 + + , Copyright 2000 The Associated Press=20 + + Back to the top=20 + +" +"arnold-j/_sent_mail/1158.","Message-ID: <438850.1075863711023.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeannine.peaker@idrc.org +Subject: RE: (no subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeannine Peaker +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am not who you think I am. I have never been in IDRC nor am I in the +profession. +Thx, +John + + + + +Jeannine Peaker on 09/12/2000 02:09:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: (no subject) + + + +We are still showing you as an Active member of IDRC. Do you wish to resign +from the membership? + +-----Original Message----- +From: jarnold@ect.enron.com [mailto:jarnold@ect.enron.com] +Sent: Tuesday, September 12, 2000 1:59 PM +To: Jeannine Peaker +Subject: (no subject) + + +Remove me from your mailing list please. + +" +"arnold-j/_sent_mail/1159.","Message-ID: <27343688.1075863711046.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 11:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Re Larry May - REVISED +Cc: susan.scott@enron.com, dutch.quigley@enron.com, jeffrey.gossett@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: susan.scott@enron.com, dutch.quigley@enron.com, jeffrey.gossett@enron.com +X-From: John Arnold +X-To: Frank Hayden +X-cc: Susan M Scott, Dutch Quigley, Jeffrey C Gossett +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +Susan Scott, Larry's risk manager, will compile and send you a spreadsheet of +total p&l minus new deal p&l since June 1. Can you review this data and +compare it to the respective VAR numbers for these dates. I think you will +see the VAR numbers way overestimate his p&l volatility. +John + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 07/14/2000 05:17 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re Larry May - REVISED + + +John, +I apologize for the delay in responding, I was in class today. +We are having difficulty backtesting Larry May's VaR. It looks as if during +the month of June, the book administor loaded the spreadsheets into ERMS but +assigned multiple master deal ID's. (the code is ""NG-OPT-XL-PRC"") +For example Larry May is showing the following during the month of June: +June 1st $797 million dollars loss +June 2nd +192 million dollars made +June 5th $300 million dollars made... (etc..) + +This problem makes it impossible to backtest.... + +Second, regarding a different approach, the immediate solution was the +allocation of an additional $5 million dollars of VaR, thereby temporarily +increasing your limit to $45 million. This limit increase is in effect until +July 26th. The game plan is that during this time period, a better solution +can be devised..... + +I hope this helps. +Thanks, +Frank + + + + + + +John Arnold@ECT +07/14/2000 02:33 PM +To: Frank Hayden/Corp/Enron@Enron +cc: + +Subject: + +Frank: +Just following up on two topics. +One: Larry May's book continues to run at a VAR of 2,500,00 despite the fact +his P&L is never close to that. Can you check that his exotics book +positions are being picked up in his VAR calcs. + +Second: Have you looked into applying a band-aid to the understating longer +term Vol problem until we change formulas? + +John + + + + + + +" +"arnold-j/_sent_mail/116.","Message-ID: <14779423.1075857596694.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 10:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea, problem is I left at noon to catch my flight, but Marc had a later +flight because NY is closer to Columbus than here. Right after I left, the +market got very busy and Marc decided to stay at work and not go. So that +sucked. + + + +Jennifer Burns + +10/12/2000 04:09 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I think I would be a little disappointed after traveling so far.......I guess +it was nice to see your ""buddies"". + + + +John Arnold +10/12/2000 04:06 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +Sounds as if you went to a better show than I did. The game was very +sloppy. They tied 0-0. Not too exciting. + + + + +Jennifer Burns + +10/12/2000 03:43 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Well......IT WAS GREAT!!!!!! Live was actually better than Counting Crows +(Shocking). How was the Soccer Game? I owe you dinner. Thanks again for +the tickets. + + + +John Arnold +10/12/2000 03:38 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: + +how was the concert? + + + + + + + + + + +" +"arnold-j/_sent_mail/117.","Message-ID: <27868892.1075857596716.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 09:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: SMUD deal Asian options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure + + +To: John Arnold/HOU/ECT@ECT, Timothy M Norton/HOU/ECT@ECT, John +Griffith/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT +cc: +Subject: Re: SMUD deal Asian options + +John, + +Thank you for your flexibility regarding the asian option we purchased from +you (average Feb-Aug GD HH settle). Unfortunately, our customer would like +to settle on 7 days, using the preceding day for any day for which Gas Daily +is not published (i.e., Friday prices would be used for Saturday and Sunday) +- so I know it's not your preference, but I need to take advantage of your +offer. + +Regards, +Gary +x31511 + + + + + +John Arnold +10/08/2000 02:05 PM +To: Gary Taylor/HOU/ECT@ECT +cc: +Subject: Re: SMUD deal Asian options + +I can do it either way but would much rather just make it the simple average +of prices, 5 per week. + + + + + + + From: Gary Taylor 10/05/2000 07:25 PM + + +To: John Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron +cc: +Subject: SMUD deal Asian options + +John(s), + +How will the Asian options we purchased from the gas desk settle with respect +to weekends... will the average of every day's gas daily settle mean the +average of only the days on which Gas Daily is published? or will it triple +count each Friday's or Monday's price to account for the weekend (with a +similar calculation on weekends). I assume it is the former, not the +latter. Is this correct? Are you indifferent if we want to switch to the +latter? Intuitively, it would seem to me that at this point, it wouldn't +matter (because Friday or Monday prices are just as likely to be above the +average as below the average), but you're wearing the risk, not us - so let +me know. + +Frankly, we don't have a preference as a desk, except that we need the +settlement to be consistent with the deal we are entering into with SMUD. +SMUD has questioned our calculation and I need to know how much I need to +argue for one or the other. + +Regards, +Gary +x31511 + + + + + + + +" +"arnold-j/_sent_mail/118.","Message-ID: <6163328.1075857596737.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 09:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sounds as if you went to a better show than I did. The game was very +sloppy. They tied 0-0. Not too exciting. + + + + +Jennifer Burns + +10/12/2000 03:43 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Well......IT WAS GREAT!!!!!! Live was actually better than Counting Crows +(Shocking). How was the Soccer Game? I owe you dinner. Thanks again for +the tickets. + + + +John Arnold +10/12/2000 03:38 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: + +how was the concert? + + + + +" +"arnold-j/_sent_mail/119.","Message-ID: <4537654.1075857596758.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 08:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how was the concert?" +"arnold-j/_sent_mail/12.","Message-ID: <5446449.1075857594451.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 03:58:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +why does everybody in this company know my p&l?????" +"arnold-j/_sent_mail/120.","Message-ID: <28684460.1075857596780.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 08:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Follow - Up +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thx, +I do not have high speed service yet. + + + + +Ina Rangel +10/12/2000 10:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Follow - Up + +John, + +I just wanted to update you on some of the things that you wanted me to do: + +1. I have ordered your computer and accessories for home use. Once it comes +in Jay Webb and Don Adams of IT and EOL will make sure that everything you +need will be programmed on your computer. + +2. I I have ordered your t.v for the office + +3. I am working with telerate department on how you will be able to access it +from your home. + +4. Polycom is installed in your office + +5. I am still investigating different cellular phone companies + + +I will get back to when everything is completed. + +And one question, do you all ready have DSL or any king of internet service +at home? + + +Ina + + + +" +"arnold-j/_sent_mail/121.","Message-ID: <23208556.1075857596801.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 08:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: Re: Popup Text +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sounds good + + + + +David Forster@ENRON +10/12/2000 01:32 PM +To: Savita Puthigai/NA/Enron@Enron, Andy Zipper/Corp/Enron@Enron, Kal +Shah/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT +Subject: Popup Text + + +I would like to put the following text into a popup box which will appear +once to all users of EnronOnline. If you have any comments, please pass them +back to me by this afternoon. + +Thanks, + +Dave + + +Special Bulletin: Nymex Trading every Sunday on EnronOnline + +Starting Sunday, October 15 and continuing every Sunday until further +notice, Nymex US Gas Swaps will be available for trading from 4:00 p.m. to +7:00 p.m. Central Time. + +" +"arnold-j/_sent_mail/122.","Message-ID: <29486194.1075857596823.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 03:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +82 + + + + +michael.byrne@americas.bnpparibas.com on 10/11/2000 08:17:21 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year +49 +Last Week +78 + +Thanks, +Michael Byrne +BNP PARIBAS Commodity Futures + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/_sent_mail/123.","Message-ID: <9062095.1075857596845.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 03:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: airam.arteaga@enron.com +Subject: Re: Var, Reporting and Resources Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Airam Arteaga +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I will not be able to attend + + + + Enron North America Corp. + + From: Airam Arteaga 10/11/2000 09:17 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Vladimir +Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kay Chapman/HOU/ECT@ECT +Subject: Var, Reporting and Resources Meeting + +REMINDER - Please see below. +---------------------- Forwarded by Airam Arteaga/HOU/ECT on 10/11/2000 09:14 +AM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 10/04/2000 02:23 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Ted +Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: Var, Reporting and Resources Meeting + +Please plan to attend the below Meeting: + + + Topic: Var, Reporting and Resources Meeting + + Date: Wednesday, October 11th + + Time: 2:30 - 3:30 + + Location: EB30C1 + + + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + + + + + + + + +" +"arnold-j/_sent_mail/124.","Message-ID: <3073341.1075857596866.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 03:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +I hope you know we were just kidding with you yesterday. We don't get many +strangers on the floor so we have to harass them when we do. + +I think I am a couple of the ""we are not"" attributes in your book. Is that +going to cause me any problems going forward? +John" +"arnold-j/_sent_mail/125.","Message-ID: <13385806.1075857596888.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 02:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I've got your tix. Just two though. I left them in my car. Can you walk +down with me around 11:45-12:00?" +"arnold-j/_sent_mail/126.","Message-ID: <26338872.1075857596909.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 06:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: sheetal.patel@enron.com +Subject: Re: Offers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sheetal Patel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +No 0-jun 1 indicative offer is 4.85 + + + + +Sheetal Patel +10/10/2000 01:03 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: Charles H Otto/HOU/ECT@ECT +Subject: Offers + +John & Mike, + +Could you please fill out the attach spreadsheet COB today? There is one +swap term and one collar term. + +It looks like we are getting close to a finance deal and are working with +John Thompson in the finance group. The outline quotes would be a buy out of +existing deals on Enron's books. + + +Thanks, + +Sheetal +x36740 + + +" +"arnold-j/_sent_mail/127.","Message-ID: <27366520.1075857596930.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 06:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Substantiation for EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how's 3:00? + + +From: Margaret Allen@ENRON on 10/10/2000 12:08 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Substantiation for EOL + +Oh, I have a meeting with four people at 3:30. Can I come before or after +that? If no other time works, I can probably change it. Just let me know, +MSA + + + +" +"arnold-j/_sent_mail/128.","Message-ID: <18518186.1075857596951.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 05:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Substantiation for EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Absolutely. Come by around 3:30?? + + +From: Margaret Allen@ENRON on 10/10/2000 10:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Substantiation for EOL + +Hi, + +I was hoping that you could give me a few minutes after trading hours to help +me substantiate the EOL commercial. ABC is threatening not to run it if I +don't prove that ""Enron has created the First Internet Global Commodities +Market."" I can easily prove we are the largest, but I'm having a hard time +with first. I know we were, but I have to have it in writing. + +Give me a call or email me and let me know when you have a second or two. +Thanks, Margaret + +" +"arnold-j/_sent_mail/129.","Message-ID: <17807789.1075857596973.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 04:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Admin Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about 4:45? + + + + + + From: Jennifer Fraser 10/10/2000 10:52 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Admin Issues + +JA; +Got any time say around 4 pm today .. I need 5 minutes to discuss some +potential poaching on my part +Thansk +JF + +" +"arnold-j/_sent_mail/13.","Message-ID: <1987868.1075857594472.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 07:48:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Burning Fat +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/08/2000 03:48 +PM --------------------------- + + + + From: Bill Berkeland @ ENRON 12/08/2000 03:43 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Burning Fat + + +---------------------- Forwarded by Bill Berkeland/Corp/Enron on 12/08/2000 +03:43 PM --------------------------- + + + + From: Jennifer Fraser @ ECT 12/07/2000 02:40 PM + + +To: Sarah Mulholland/HOU/ECT@ECT, Stewart Peter/LON/ECT@ECT, Niamh +Clarke/LON/ECT@ECT, Alex Mcleish/EU/Enron@Enron, Caroline +Abramo/Corp/Enron@Enron, Mark Smith/Corp/Enron@Enron, Vikas +Dwivedi/NA/Enron@Enron, Bill Berkeland/Corp/Enron@Enron +cc: + +Subject: Burning Fat + +Vikas - What's the market in nat gas versus lard and heating oil versus olive +oil +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 12/07/2000 +02:39 PM --------------------------- + + +""Joel K. Gamble"" @wwwww.aescon.com on +12/07/2000 12:33:40 PM +Sent by: owner-natgas@wwwww.aescon.com +To: natgas@wwwww.aescon.com +cc: +Subject: Burning Fat + + + + +Some of our food processing factories in the Midwest which have fuel switching +capability find it profitable at these gas prices to burn rendered animal fat +in +lieu of natural gas. Apparently, the doesn't hurt the boiler machinery. One +of +the guys responsible for this move did a back of the envelope calculation and +found that at $8.00 / Dth NG prices it was even profitable to buy olive oil in +bulk as a heating fuel. They haven't used veggie oil yet but are considering +it. Anyone else hear any stories of end users switching to unusual fuels? + +Regards + + + + + +" +"arnold-j/_sent_mail/130.","Message-ID: <23540308.1075857596995.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 08:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +Please call Lavorato's secretary, Kim, and schedule a time to talk with John +ASAP. +Thanks, +John" +"arnold-j/_sent_mail/131.","Message-ID: <1654017.1075857597017.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 04:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: Hmmmmm........ +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea, I'm picking up 2 tix today....hopefully. +John + + + +Jennifer Burns + +10/09/2000 10:38 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Hmmmmm........ + +J. Arnold- + +Hey - It's me! Any luck with the tickets????? Just curious if there any way +I can get four tickets instead of two? I know I'm asking alot but I really +appreciate it. You know how much I love the Counting Crows and last time +they were in town someone was going to take me but the plans fell +through..........Thanks!!!!!!! + +Jennifer + +" +"arnold-j/_sent_mail/132.","Message-ID: <16007691.1075857597038.JavaMail.evans@thyme> +Date: Sun, 8 Oct 2000 07:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.presto@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin M Presto +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I was long 4000 X @ 4902, then I switched it from X to F at the same price. +I switched it at 5000, but it puts me into the F at a price basis of 4902. +Sorry for the confusion. + + + + Enron North America Corp. + + From: Kevin M Presto 10/05/2000 10:12 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +My book indicates you have 4000F (Jan 01) at $5.00. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 10/05/2000 +09:41 AM --------------------------- + + Enron North America Corp. + + From: Jenny Latham 10/05/2000 09:23 AM + + +To: Kevin M Presto/HOU/ECT@ECT +cc: +Subject: Re: + +He has 4000F (Jan01) in your book at 5000. + + + + Enron North America Corp. + + From: Kevin M Presto 10/05/2000 08:30 AM + + +To: Stacey W White/HOU/ECT@ECT, Jenny Latham/HOU/ECT@ECT +cc: +Subject: + +Please confirm Arnold's position by sending me an e-mail. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 10/05/2000 +08:13 AM --------------------------- + + +John Arnold +10/04/2000 04:01 PM +To: Kevin M Presto/HOU/ECT@ECT +cc: +Subject: + +Hey: +I just want to confirm the trades I have in your book. +Trade #1. I sell 4000 X @ 4652 + +Trade #2. I buy 4000 X @ 4652 + I sell 4000 X @ 4902 + +Trade #3 I buy 4000 X @ 5000 + I sell 4000 F @ 5000 + + +Net result: I have 4000 F in your book @ 4902. +Thanks, +John + + + + + + + + +" +"arnold-j/_sent_mail/133.","Message-ID: <1837490.1075857597060.JavaMail.evans@thyme> +Date: Sun, 8 Oct 2000 07:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: SMUD deal Asian options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I can do it either way but would much rather just make it the simple average +of prices, 5 per week. + + + + + + + From: Gary Taylor 10/05/2000 07:25 PM + + +To: John Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron +cc: +Subject: SMUD deal Asian options + +John(s), + +How will the Asian options we purchased from the gas desk settle with respect +to weekends... will the average of every day's gas daily settle mean the +average of only the days on which Gas Daily is published? or will it triple +count each Friday's or Monday's price to account for the weekend (with a +similar calculation on weekends). I assume it is the former, not the +latter. Is this correct? Are you indifferent if we want to switch to the +latter? Intuitively, it would seem to me that at this point, it wouldn't +matter (because Friday or Monday prices are just as likely to be above the +average as below the average), but you're wearing the risk, not us - so let +me know. + +Frankly, we don't have a preference as a desk, except that we need the +settlement to be consistent with the deal we are entering into with SMUD. +SMUD has questioned our calculation and I need to know how much I need to +argue for one or the other. + +Regards, +Gary +x31511 + +" +"arnold-j/_sent_mail/134.","Message-ID: <12628033.1075857597082.JavaMail.evans@thyme> +Date: Fri, 6 Oct 2000 08:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: adam.r.bayer@vanderbilt.edu +Subject: Re: Thank you for dinner last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Bayer, Adam Ryan"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Adam: +Good question. The exchange, NYMEX, and I, Enron Online, offer a nearly +identical product. The fight is over which execution model is superior. I +would argue that technology will make open outcry exchanges extinct. It's +happened in Europe already. The largest commodity exchange in Europe, the +LIFFE, went with a parallel electronic system to open outcry. Within weeks, +the floor was deserted and virtually all trading occurred electronically. I +still trade on the exchange because we have credit issues with individuals +and certain hedge funds that limit the trading we can do with them direct. +The exchange still provides a credit intermediation function that is useful. +It is certainly an issue that we are trying to address. +John + + + + +""Bayer, Adam Ryan"" on 10/03/2000 01:23:01 PM +To: John.Arnold@enron.com +cc: +Subject: Thank you for dinner last night + + +Dear Mr. Arnold, + + It was nice to meet you yesterday at the +information session. Thank you for the dinner last night. +I had a great time getting to know Enron and its people in +a more relaxed setting. + + During out conversation yesterday, I was confused +about a point you made. You stated that you spent most of +your time on the phone with Traders in New York. When +you talk to the traders, do you try to steer them towards +Enron Online, or are you doing trading outside of Enron +Online? I think the underlying question that I am asking, +is: Is Enron Online meant to facilitate a gas trader's job, +or is it meant to bypass traders completely. + +Thanks again for your time and for dinner. I look forward +to talking with you again when you come to campus for +interviews. + +Cordially, + +Adam +----------------------------------------------------------------- +Bayer, Adam Ryan +Vanderbilt University +Email: adam.r.bayer@Vanderbilt.Edu + + +" +"arnold-j/_sent_mail/135.","Message-ID: <7584611.1075857597105.JavaMail.evans@thyme> +Date: Fri, 6 Oct 2000 05:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Demo +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 06:28 PM +To: John Arnold/HOU/ECT@ECT@ENRON +cc: +Subject: Re: Demo + +4pm? + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + John Arnold@ECT + 10/05/00 06:05 PM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS@ENRON + cc: + Subject: Re: Demo + +Oops, I hadn't gotten to this one yet. Can we do it any later? + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 04:52 PM +To: Fangming.Zhu@enron.com +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Demo + +Let's plan on meeting between 3 and 3:30pm on Wednesday. I'll call you on +Wednesday. + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming.Zhu@enron.com + 10/05/00 03:39 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: + Subject: Re: Demo + + +Let me know when will be good for both you and John on next Wednesday +afternoon. Right now only you and myself have been added into the NT group. +After the demo, if both of you think it is a great tool, then I am going to +add all traders into the NT group, so they can use it. + +Fangming + + + + + Brian_Hoskins + + @enron.net To: +Fangming.Zhu@enron.com + + cc: +John_Arnold@ECT.enron.net + + 10/05/2000 Subject: Re: +Demo + + 03:18 +PM + + + + + + + + + + + +Fangming, + +I am out of town until tomorrow so will not be able to see the demo today. +Wednesday afternoon looks good for me if you'd like to do it then. John, +does +this work for you? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + +|--------+-----------------------> +| | Fangming.Zhu@| +| | enron.com | +| | | +| | 10/05/00 | +| | 09:17 AM | +| | | +|--------+-----------------------> + > +----------------------------------------------------------------------------| + + | +| + | To: Brian Hoskins/Enron Communications@Enron Communications +| + | cc: Allen.Elliott@enron.com +| + | Subject: Demo +| + > +----------------------------------------------------------------------------| + + + + +Hi, Brian: +Let me know if you have time for the messageboard application demo today. I +am planning to take vacation on Friday and coming Monday. I will not be +available to show you the demo until next Wednesday if you can't see it +today. + +Let me know your schedule. + +Thanks, + +Fangming + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/136.","Message-ID: <1280210.1075857597127.JavaMail.evans@thyme> +Date: Fri, 6 Oct 2000 05:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.pruner@enron.com +Subject: Re: options information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Pruner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +We spend a tremendous amount of resources and money collecting information. +Further, the flow we see gives us an advantage in the market. We have +little interest in distributing this info outside of the building. I hope +you understand. Good luck to your brother. + + + + +David Pruner@AZURIX +10/06/2000 09:03 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: options information + +I run the structuring group at Azurix, but I am emailing you in reference to +my brother-in-law, Scott Adams, who is based in New York City. Since +graduating from Brown University he has traded options on the floor in New +York as a local for the last 8 years. He trades natural gas options and is +looking to occassionally do an information exchange with someone where he can +discuss the OTC market versus what he sees going on in the ring. If this +would be of interest or not let me know and I will hook you two up. Thanks +for your time. +Dave Pruner 713-646-8329 + +" +"arnold-j/_sent_mail/137.","Message-ID: <8100668.1075857597150.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 11:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Demo +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Oops, I hadn't gotten to this one yet. Can we do it any later? + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 04:52 PM +To: Fangming.Zhu@enron.com +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Demo + +Let's plan on meeting between 3 and 3:30pm on Wednesday. I'll call you on +Wednesday. + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming.Zhu@enron.com + 10/05/00 03:39 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: + Subject: Re: Demo + + +Let me know when will be good for both you and John on next Wednesday +afternoon. Right now only you and myself have been added into the NT group. +After the demo, if both of you think it is a great tool, then I am going to +add all traders into the NT group, so they can use it. + +Fangming + + + + + Brian_Hoskins + + @enron.net To: +Fangming.Zhu@enron.com + + cc: +John_Arnold@ECT.enron.net + + 10/05/2000 Subject: Re: +Demo + + 03:18 +PM + + + + + + + + + + + +Fangming, + +I am out of town until tomorrow so will not be able to see the demo today. +Wednesday afternoon looks good for me if you'd like to do it then. John, +does +this work for you? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + +|--------+-----------------------> +| | Fangming.Zhu@| +| | enron.com | +| | | +| | 10/05/00 | +| | 09:17 AM | +| | | +|--------+-----------------------> + > +----------------------------------------------------------------------------| + + | +| + | To: Brian Hoskins/Enron Communications@Enron Communications +| + | cc: Allen.Elliott@enron.com +| + | Subject: Demo +| + > +----------------------------------------------------------------------------| + + + + +Hi, Brian: +Let me know if you have time for the messageboard application demo today. I +am planning to take vacation on Friday and coming Monday. I will not be +available to show you the demo until next Wednesday if you can't see it +today. + +Let me know your schedule. + +Thanks, + +Fangming + + + + + + + + + + + + +" +"arnold-j/_sent_mail/138.","Message-ID: <17611484.1075857597172.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 11:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Demo +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea ... the later the better. + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 03:18 PM +To: Fangming.Zhu@enron.com +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Demo + +Fangming, + +I am out of town until tomorrow so will not be able to see the demo today. +Wednesday afternoon looks good for me if you'd like to do it then. John, +does this work for you? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming.Zhu@enron.com + 10/05/00 09:17 AM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: Allen.Elliott@enron.com + Subject: Demo + +Hi, Brian: +Let me know if you have time for the messageboard application demo today. I +am planning to take vacation on Friday and coming Monday. I will not be +available to show you the demo until next Wednesday if you can't see it +today. + +Let me know your schedule. + +Thanks, + +Fangming + + + + + +" +"arnold-j/_sent_mail/139.","Message-ID: <12569154.1075857597193.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 08:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: aug/sep +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sorry for not responding. I don't look at my email constantly through the +day. Don't have much to do in Q/U still it widens back out. +Thanks, +John + + + + +slafontaine@globalp.com on 10/05/2000 01:05:27 PM +To: jarnold@enron.com +cc: +Subject: aug/sep + + + +i think your selling the whole curve-if your interested im .005 bid for 300 +aug/sep ngas. let me know if your interested. dont let silverman get you into +too much trouble tonite + + + +" +"arnold-j/_sent_mail/14.","Message-ID: <23450782.1075857594494.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 07:12:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com, john.lavorato@enron.com, louise.kitchen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley, John J Lavorato, Louise Kitchen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +A funny story: +Because Access was up 75 cents last night, Nymex made a trading limit of +unchanged to +150. After 20 minutes of trading, we were at unchanged and the +exchange stopped trading for an hour. +Rappaport, the exchange president, was standing by to make sure everything +was orderly. Obviously, the locals weren't too happy about the exchange +closing. One yelled at Rappaport... +""Why don't you take your million dollar bonus and go buy Enron stock""" +"arnold-j/_sent_mail/140.","Message-ID: <24633753.1075857597215.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: hunter.shively@enron.com, jonathan.mckay@enron.com +Subject: RE: WEFA's Outlook for Natural Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Hunter S Shively, Jonathan McKay +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Something to take a look at +---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:17 +PM --------------------------- + + + + From: Jennifer Fraser 10/04/2000 11:10 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 10/04/2000 +11:08 AM --------------------------- + + +""Goyburu, Alfredo"" on 10/04/2000 10:52:58 AM +To: +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +Thank you for your interest in Ron Denhardt's comments on Natural Gas. + +If you have any difficulty opening or using the file, please write to me or +give me a call. + +Al Goyburu +Electric Power +WEFA Energy +610-490-2648 + + <> + + - NAPC--Oct 2000.ppt + + +" +"arnold-j/_sent_mail/141.","Message-ID: <24917978.1075857597237.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: WEFA's Outlook for Natural Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks + + + + + + From: Jennifer Fraser 10/04/2000 11:10 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 10/04/2000 +11:08 AM --------------------------- + + +""Goyburu, Alfredo"" on 10/04/2000 10:52:58 AM +To: +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +Thank you for your interest in Ron Denhardt's comments on Natural Gas. + +If you have any difficulty opening or using the file, please write to me or +give me a call. + +Al Goyburu +Electric Power +WEFA Energy +610-490-2648 + + <> + + - NAPC--Oct 2000.ppt + + + +" +"arnold-j/_sent_mail/142.","Message-ID: <3594850.1075857597259.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: requirement document +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you handle this. Please forward all names on the daily P&L sheet. I get +a copy every day if you need. +---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:11 +PM --------------------------- + + +Brian Hoskins@ENRON COMMUNICATIONS +10/04/2000 11:55 AM +To: Ina Rangel/HOU/ECT@ECT +cc: Fangming Zhu/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT +Subject: Re: requirement document + +Ina, + +We're setting up a secure message board for all the traders on the floor. +Can you please provide Fangming with our current list of gas traders? + +Thanks, +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + +----- Forwarded by Brian Hoskins/Enron Communications on 10/04/00 12:01 PM +----- + + Fangming Zhu@ENRON + 10/03/00 11:14 AM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS + cc: + Subject: Re: requirement document + +Brian, +Please provide the list of user's NT loginID and their full name whoever +will use this application. I am going to set up the security for them while I +am buiding the application. +Thanks, +Fangming + + + + Brian Hoskins@ENRON COMMUNICATIONS + 09/28/2000 02:31 PM + + To: Fangming Zhu/Corp/Enron@ENRON + cc: Allen Elliott/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT + Subject: Re: requirement document + +Fangming, + +Looks good. That's exactly what we're looking for. John, please comment if +there are any additional features you'd like to add. + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming Zhu@ENRON + 09/28/00 02:23 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: Allen Elliott/HOU/ECT@ECT + Subject: requirement document + +Hi, Brian: + +Please review attached requirement document and reply this message with any +comments. Once you approve it, I am going to build the application. + + + +Thanks, + +Fangming + + + + + +" +"arnold-j/_sent_mail/143.","Message-ID: <20679245.1075857597281.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mark: +We are still on for drinks on the 19th. You have called the market very well +since you started sending me updates. Unfortunately for both of us, a couple +of good calls does not a soothsayer make. Thus, keep sending me your updates +so I can at least get a little broader judgment of your abilities. In terms +of my trading style, I take positions to make $.25-$1, not $.05. Too much +noise in this market to trade differently for me. + + + + +""Mark Sagel"" on 10/04/2000 02:55:41 PM +To: +cc: +Subject: Re: Natural update + + +John: + +I hope you know I was just fishing for a reaction on the phone before. I +assumed we would discuss a potential relationship when I'm in Houston on the +19th. We're still on for drinks after work, right? By then, you should +have a comfort level with the quality of my work. I think the analysis I've +given you has been quite accurate as to market turns and price behavior. It +would be helpful if I had some idea of how you trade/view the market. Are +you mainly day-trading or do you hold positions for several days/weeks? +That way I can structure my comments in order to best serve your interests. +Let me know. Thanks, +----- Original Message ----- +From: +To: +Sent: Wednesday, October 04, 2000 9:14 AM +Subject: Re: Natural update + + + +Mark: +Let's keep the present system for the short-term. I would like to continue +looking at your work for another couple weeks. We'll talk later, +John + + + + +""Mark Sagel"" on 10/03/2000 02:29:47 PM + +To: ""John Arnold"" +cc: +Subject: Natural update + + + +John: + +The price behavior of the past couple days has been disappointing. My +short-term market patterns suggested a more robust price rally and natural +appears to be waning at present. Volume on this rally is poor, +particularly since yesterday was a decent day to the upside. The market +appears to be using a lot of its energy but spinning its wheels. If we +are at these same price levels in another two weeks, that would be +extremely bullish. Right here, the risk/reward to being long is not so +great. Recommend a neutral stance short-term on natural. Bigger picture +is still very bullish. However, this market needs another 1-2 weeks of +what I would call horizontal price action to set the stage for a big move +to the upside. + +Let me know if this stuff is useful for you. I certainly don't want to +waste your time. In addition, if you prefer I call when I have something +to pass along, let me know. I don't know how often you check/see your +e-mail. Thanks, + +Mark Sagel + + + + + + +" +"arnold-j/_sent_mail/144.","Message-ID: <32835197.1075857597302.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.presto@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin M Presto +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +I just want to confirm the trades I have in your book. +Trade #1. I sell 4000 X @ 4652 + +Trade #2. I buy 4000 X @ 4652 + I sell 4000 X @ 4902 + +Trade #3 I buy 4000 X @ 5000 + I sell 4000 F @ 5000 + + +Net result: I have 4000 F in your book @ 4902. +Thanks, +John" +"arnold-j/_sent_mail/145.","Message-ID: <24971240.1075857597324.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 03:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: zyft02@yahoo.com +Subject: Re: TEST +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: zyft02@yahoo.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Received + + + + +z on 10/04/2000 08:48:55 AM +Please respond to zyft02@yahoo.com +To: john.arnold@enron.com +cc: +Subject: TEST + + +This is a test from Yahoo email. Please reply if +received. + +Don Adam +Team Lead, Trader Support + +__________________________________________________ +Do You Yahoo!? +Yahoo! Photos - 35mm Quality Prints, Now Get 15 Free! +http://photos.yahoo.com/ + +" +"arnold-j/_sent_mail/146.","Message-ID: <26358254.1075857597345.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 01:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: ABN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Credit lines are like bandwidth. Create the capacity and we'll find a way to +use it. + + + + +Sarah Wesner@ENRON +10/03/2000 09:58 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ABN + +John - Enron maxed out its facility with ABN on 9/18/00. I am going for an +increase to $50 million. Do you see increasing your trade flow? I do not +want to ask for interest free money if Enron will not use it. + + +Sarah + +" +"arnold-j/_sent_mail/147.","Message-ID: <17579414.1075857597367.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 01:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mark: +Let's keep the present system for the short-term. I would like to continue +looking at your work for another couple weeks. We'll talk later, +John + + + + +""Mark Sagel"" on 10/03/2000 02:29:47 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +John: +? +The price behavior of the past couple days has been disappointing.? My +short-term market patterns suggested a more robust price rally and natural +appears to be waning at present.? Volume on this rally is poor, particularly +since yesterday was a decent day to the upside.? The market appears to be +using a lot of its energy but spinning its wheels.? If we are at these same +price levels in another two weeks, that would be extremely bullish.? Right +here, the risk/reward to being long is not so great.? Recommend a neutral +stance short-term on natural.? Bigger picture is still very bullish.? +However, this market needs another 1-2 weeks of what I would call horizontal +price action to set the stage for a big move to the upside. +? +Let me know if this stuff is useful for you.? I certainly don't want to +waste your time.? In addition, if you prefer I call when I have something to +pass along, let me know.? I don't know how often you check/see your e-mail.? +Thanks, +? +Mark Sagel + +" +"arnold-j/_sent_mail/148.","Message-ID: <10441414.1075857597388.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 06:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://ecthou-webcl1.nt.ect.enron.com/research/Weather/WeatherMain.htm" +"arnold-j/_sent_mail/149.","Message-ID: <32732331.1075857597410.JavaMail.evans@thyme> +Date: Mon, 2 Oct 2000 05:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: +Cc: larry.may@enron.com, mike.maggi@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: larry.may@enron.com, mike.maggi@enron.com +X-From: John Arnold +X-To: John Griffith +X-cc: Larry May, Mike Maggi +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +I have asked Mike and Larry to spend half an hour each talking to you about +opportunities on the gas floor. Please advise if the following schedule is +unacceptable. I will be leaving today at 2:15. +Larry 4:00-4:30 +Mike 4:30-5:00 + +Thanks, +John" +"arnold-j/_sent_mail/15.","Message-ID: <6935248.1075857594516.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 22:02:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: microphone to houston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think it is something we need to do. please set it up + + + + +Caroline Abramo@ENRON +11/14/2000 11:06 AM +To: John Arnold/HOU/ECT@ECT +cc: Per Sekse/NY/ECT@ECT +Subject: microphone to houston + +John- + +What do you think of getting a direct mic from New York to Houston as soon as +possible? We had one at my last employer from NY to London which worked +great. You can tun it on or off but it allows us to communicate without +getting on the darn phone - I am sure its a total annoyance to pick us up. + +The steno is still a phone to me and its not recorded. + +We could keep it between you and Mike. + +We are getting a few more funds to trade now- some program guys among them +who will need quicker execution. I know you and Per have discussed the idea +of them calling you direct but I think, for now, the mic is a better answer. +I can sit down with you when I am down there to discuss and give you an +update of who we are planning to trade with. + +Best Rgds, +Caroline + + + + + +" +"arnold-j/_sent_mail/150.","Message-ID: <7387075.1075857597432.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 10:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com +Subject: small ventures usa +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Russell: +I think I should give you a little background on small ventures. Bill +Perkins and I have a strong personal and professional relationship. He is an +extremely creative individual. Whalley actually commented on him today as +someone ""who thinks outside the box"". Bill actually sat in a bar four years +and said the next tradeable market would be bandwidth. He has been +successful in the gas business when he has had someone to filter his ideas. +As such he provides an informal consulting role to Enron. He throws out +ideas and, every once in a while, he comes up with a great one. He pointed +out an anomalous pricing occurence in the options market, a market I normally +don't follow closely, that I translated into a multimillion dollar trade for +Enron. In return, I have agreed to have Enron intermediate his trades within +reason. I want to emphasize that continuing this relationship should be +considered a high priority. I am willing to accept some of the credit risk +exposure as a cost of doing business. Bill understands his role as an +independent in the market and performs the right risk/reward trades for +someone with finite capital. I place very high confidence in Bill not +conducting high risk trades. Having said that, we certainly need to monitor +his credit exposure and continue to require LC's. Just understand that he is +at a different level of sophistication that any other non-investment grade +counterparty. + +I understand there was some concern in regards to the Transco Z6 spread +option he traded. He was absolutely right about the valuation and we, on the +trading desk, knew it as well. There are a couple isolated products that +Enron does not do a good job of valuing because of systems limtations. This +was one product. Our spread options are booked in Excel using option pricing +models created by the research group. The problem with these models is that +they are strictly theoretical and don't take into account gas fundamental +price limitations. For instance, it is less probable, though not impossible, +for a transport spread from a production area to a market area to go within +variable cost than the models predict. Thus it is necessary to apply a +correlation skew curve on top of the overlying correlation used. Obviously, +we have this function in our pricing models. I was not aware this +methodology had not been transferred to the valuation models. This has since +been changed. Fortunately these incidents tend to be extremely rare as very +few non-investment grade companies trade these types of products. + +Finally, on Friday Bill wanted to do a trade that reduced his exposure to +Enron. I gave Mike Maggi the go ahead to do the trade without consulting +credit. I do not believe that I acted out of line in approving this trade +considering the circumstances. If you believe differently, please advise. +Thanks, +John" +"arnold-j/_sent_mail/151.","Message-ID: <3184838.1075857597454.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 09:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Nigel Patterson +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you swap me with Fletch. Try to make all of my interviews as late as +possible. +Thx +John +---------------------- Forwarded by John Arnold/HOU/ECT on 09/29/2000 04:55 +PM --------------------------- + + Enron North America Corp. + + From: Kimberly Hillis 09/29/2000 09:52 AM + + +To: John Arnold/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, +John J Lavorato/Corp/Enron@Enron, David W Delainey/HOU/ECT@ECT, Greg +Whalley/HOU/ECT@ECT +cc: Ina Rangel/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT, Felicia +Doan/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Jessica Ramirez/HOU/ECT@ECT +Subject: Nigel Patterson + + +Below please find a copy of the resume and the itinerary for Nigel +Patterson. + +If you have any questions, please do not hesitate to call me or John Lavorato. + +Thanks for you help. + +Kim +x30681 + +12:30 - 1:00 Rogers Herndon (EB3320) + +1:00 - 1:30 Kevin Presto (EB3320) + +1:30 - 2:00 Dana Davis (EB3320) + +2:00 - 2:30 Dave Delainey (EB3314) + +2:30 - 3:00 John Arnold (EB3320) + +3:15 - 4:00 Greg Whalley (EB2801) + +4:00 - 4:30 Fletch Sturm (EB3320) + + +" +"arnold-j/_sent_mail/152.","Message-ID: <8261654.1075857597475.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 09:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just an update: Today I set up a front month fixed price gas daily product +priced at parity to NYMEX. I thought the response was tremendous. It really +shows that we might have an angle to put out more of the curve and become the +predominant benchmark for the industry rather than the exchange. + +One problem I had was linking 2 syncopated basis products. I set up a new +product for the prompt that was Nov GD/D Henry Hub that was a syncopated +basis of 0/0 to the Nov Nymex. However, since Dec Nymex is a syncopated +basis to Nov Nymex, I could not set up a syncopated basis link around the Dec +Nymex. Any ideas?" +"arnold-j/_sent_mail/153.","Message-ID: <5386317.1075857597496.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 06:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +Anything ever happen with Pedron? +John" +"arnold-j/_sent_mail/154.","Message-ID: <31528595.1075857597518.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com, errol.mclaughlin@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley, Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Boys: +I'm sorry you were not able to attend last night. I do appreciate your +efforts to make this book as successful as it has been. It's not quite the +same as being in my company, but take your respective wives, or swap, I don't +care, out this weekend on me. Try to keep it under $300 per couple. Keep up +the good work, +John" +"arnold-j/_sent_mail/155.","Message-ID: <9513095.1075857597540.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +What design are you talking about? Do I have pink elephants on all my emails +or something? + +I'm very enthused that I have the skillset to be an advertising critic when I +grow up. It's something I've always wanted to do. + + +PS. I'm a little sarcastic as well. + + +From: Margaret Allen@ENRON on 09/27/2000 01:45 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Commercials + +John, John, John....very impressive analysis! The first two commercials were +supposed to be idealistic spots announcing Enron as an innovative company, +while the next four are proof points to our innovation by showing the +businesses we have created. + +I know you were elated to get an email from me this morning, thus proving +that I had not been kidnapped and all those important things I work on would +continue to be completed. Oh and that certainly is a pretty design you add +to your emails. Very masculine! + +Smile, Margaret + +ps, i hope you can read my sarcasm over email -- if you knew me better, you +would understand it completely since it is rare that i'm in a totally serious +mood. hope you don't take offense! + + + + + + John Arnold@ECT + 09/27/2000 12:29 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Commercials + +I really liked the commercials about specifics (i.e. weather, EOL, +bandwidth). The metal man was definitely at a different philosophical level +than where my brain operates. Still not quite sure what was going on there. +Ode was a bit too idealistic. The campaign in general was very different +than previous. But I guess you know that and that's the point. Again, I +think the commercials that showed why we are the most innovative were very +impressive. Just telling people we are innovative made less of an impact. + +Sorry I ruined your run. At least you weren't molested by the River Oaks car +thief. + + +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + + + + + + + +" +"arnold-j/_sent_mail/156.","Message-ID: <33283670.1075857597562.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: kori.loibl@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kori Loibl +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +As far as lunch, it's a done deal. I need names of people who should be +allowed. It is not for the whole floor, but rather for people who need to +stay at their desk during the day. Please advise, +John + + + + Enron North America Corp. + + From: Kori Loibl 09/28/2000 02:24 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Just wanted to say ""thank-you"" for dinner last night. It's unfortunate Errol +and Dutch didn't make it, they are the ones who do all the work for you. + +Are you going to hook me up on the lunch police? + +Thanks again, + +Kori. + +" +"arnold-j/_sent_mail/157.","Message-ID: <12716057.1075857597584.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: requirement document +Cc: allen.elliott@enron.com, fangming.zhu@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: allen.elliott@enron.com, fangming.zhu@enron.com +X-From: John Arnold +X-To: Brian Hoskins +X-cc: Allen Elliott, Fangming Zhu +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Looks good. I'm a little confused as to how many users can be on. The +system needs to be able to handle 50+ users at one time, each being able to +post messages any time. + + + + +Brian Hoskins@ENRON COMMUNICATIONS +09/28/2000 02:31 PM +To: Fangming Zhu/Corp/Enron@ENRON +cc: Allen Elliott/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: Re: requirement document + +Fangming, + +Looks good. That's exactly what we're looking for. John, please comment if +there are any additional features you'd like to add. + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming Zhu@ENRON + 09/28/00 02:23 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: Allen Elliott/HOU/ECT@ECT + Subject: requirement document + +Hi, Brian: + +Please review attached requirement document and reply this message with any +comments. Once you approve it, I am going to build the application. + + + +Thanks, + +Fangming + + + +" +"arnold-j/_sent_mail/158.","Message-ID: <10603457.1075857597605.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: PIRA Annual Seminar Preview +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thank you for sending this. If only you sent it a couple hours earlier. +Just kidding. T Boone must have heard this because he sold everything +today. 9000 contracts. +John + + + + + + From: Jennifer Fraser 09/28/2000 03:35 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: PIRA Annual Seminar Preview + +Hey JA: +I was at PIRA today and got a preview of their presenation on Oct 11-12 for +their client seminars. +(Greg Shuttlesworth) +Summary: +They have turned a little bearish becuase +They believe that distillates will cap gas ( get some to graph HO, CL, NY +No.6 1% and TZ6 Index and NX3) the picture is very convincing +Supply is increasing at a faster pace (1Bcf/d more in Q4 and expect +incremental 2 BCF/d next summer) +Canadian production is increasing +Deep water GOm is increasing +Lastly, Shallow water GOM is also improving after years of decline + +Demand +modest in 01/02 +more efficient gas turbine +economic moderation + +Near term +Yes it looks a little ugly this winter +Possibility of shocks in the shoulder ( low storage and early summer heat in +Apr-May 01) + +Call me or write if you call for more details. I am also faxing you their +fuel substitution slide---- it looks at up to 5 BCF/d being put back into the +supply chain. + + +Thanks +JF + +" +"arnold-j/_sent_mail/159.","Message-ID: <4721933.1075857597627.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +home.enron.com + +this is home.enron.com." +"arnold-j/_sent_mail/16.","Message-ID: <26173217.1075857594537.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 21:38:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +seems crazy. if you're willing to ride it for a few cents against you it's a +great trade. who knows where they're going in th eshort term though + + + + +slafontaine@globalp.com on 12/01/2000 09:57:30 AM +To: John.Arnold@enron.com +cc: +Subject: re:summer inverses + + + +johnnny-you think these inverses ready to get sold yet? to me its all a timing +issue but aug/oct at 4-5 cts seems rich rich for injection season. only issue +is +when to go? + + + +" +"arnold-j/_sent_mail/160.","Message-ID: <5304428.1075857597649.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 02:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: jim.schwieger@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jim Schwieger +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +I apologize for the comment after your order. I knew you didn't like the +market last night so I was surprised when you were an buyer this morning. +It's not your style to change views quickly as you tend to trade with a +longer term view. I was out of line with the comment and it won't happen +again. +John" +"arnold-j/_sent_mail/161.","Message-ID: <30964226.1075857597670.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 11:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hi: +Can you get me subscriptions to the following magazines: +The Economist +Energy Risk Management +Havard Business Review +Thanks, +John" +"arnold-j/_sent_mail/162.","Message-ID: <20067564.1075857597692.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 10:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: pfse@dynegy.com +Subject: Re: Evening +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: pfse@dynegy.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I am John Arnold. I believe you're looking for Jeff Arnold. + + + + + +pfse@dynegy.com on 09/27/2000 05:30:27 PM +To: Jeff.Arnold@enron.com +cc: +Subject: Re: Evening + + +jeff, + +thanks for the directions - i have already forwarded them home. + +tonight is not good for me but perhaps one day we will finally connect now +that +we are closer! + +i've been thinking about sunday and hope you have a deck of cards to play with +(perhaps 2 decks of uno cards). + + + +" +"arnold-j/_sent_mail/163.","Message-ID: <19955161.1075857597714.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 08:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 03:26 +PM --------------------------- +From: Margaret Allen@ENRON on 09/27/2000 01:45 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Commercials + +John, John, John....very impressive analysis! The first two commercials were +supposed to be idealistic spots announcing Enron as an innovative company, +while the next four are proof points to our innovation by showing the +businesses we have created. + +I know you were elated to get an email from me this morning, thus proving +that I had not been kidnapped and all those important things I work on would +continue to be completed. Oh and that certainly is a pretty design you add +to your emails. Very masculine! + +Smile, Margaret + +ps, i hope you can read my sarcasm over email -- if you knew me better, you +would understand it completely since it is rare that i'm in a totally serious +mood. hope you don't take offense! + + + + + + John Arnold@ECT + 09/27/2000 12:29 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Commercials + +I really liked the commercials about specifics (i.e. weather, EOL, +bandwidth). The metal man was definitely at a different philosophical level +than where my brain operates. Still not quite sure what was going on there. +Ode was a bit too idealistic. The campaign in general was very different +than previous. But I guess you know that and that's the point. Again, I +think the commercials that showed why we are the most innovative were very +impressive. Just telling people we are innovative made less of an impact. + +Sorry I ruined your run. At least you weren't molested by the River Oaks car +thief. + + +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + + + + + + +" +"arnold-j/_sent_mail/164.","Message-ID: <9855848.1075857597735.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 05:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I really liked the commercials about specifics (i.e. weather, EOL, +bandwidth). The metal man was definitely at a different philosophical level +than where my brain operates. Still not quite sure what was going on there. +Ode was a bit too idealistic. The campaign in general was very different +than previous. But I guess you know that and that's the point. Again, I +think the commercials that showed why we are the most innovative were very +impressive. Just telling people we are innovative made less of an impact. + +Sorry I ruined your run. At least you weren't molested by the River Oaks car +thief. + + +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + + +" +"arnold-j/_sent_mail/165.","Message-ID: <22568151.1075857597757.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 05:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: joseph.deffner@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Joseph Deffner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Joe: +I just wanted to run this past you... +John +---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 12:05 +PM --------------------------- +To: John Arnold/HOU/ECT@ECT +cc: Joseph Deffner/HOU/ECT@ECT, Tim DeSpain/HOU/ECT@ECT +Subject: Re: + +John: + +I don't mind cleaning up their books at quarter end. However,at year end I +will want to keep the debt off of my books. As we approach year-end this +year could you please coordinate with Joe Deffner so that we take advantage +of the margin lines we have available in order to minimize the debt on our +books. + +Thanks, + +Ben + + + +John Arnold +09/26/2000 07:12 PM +To: Ben F Glisan/HOU/ECT@ECT +cc: +Subject: + +Ben: +Jeff Shankman gave me your name. I have assumed Jeff's old responsibilities +as head of the natural gas derivatives trading group. Our broker, EDF MAN, +supplies us with $50 million of margin financing every night. They are +trying to clean up their books for end of quarter and/or year on Sep 30. +They have asked if we can post the $50 million overnight on the 30th. We did +this last year as well. Please advise, +John + + + +" +"arnold-j/_sent_mail/166.","Message-ID: <3624422.1075857597778.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 04:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 11:12 +AM --------------------------- +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + +" +"arnold-j/_sent_mail/167.","Message-ID: <14369391.1075857597800.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Stress Test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm not sure what is happening on my position. It may have to do with how +you shaped the forward vol and price curves at each level. My VAR is so +dependent on spread levels and vols that a small change in the Jan vols could +produce that effect. +The results certainly provide evidence of a need for higher VAR going into +the winter. +John + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 09/15/2000 06:32 PM + + +To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT, Sunil Dalal/Corp/Enron@ENRON +Subject: Stress Test + +The below file shows the results of the two stress test requested. Under the +$7 dollar stress, NYMEX curve was shifted to $7 dollars with all other price +curves proportionally shifted. Under the $9 dollar test, not only were the +price curves shifted, but volatilites were stressed as well with NYMEX +volatility going to 100% and all other vol locations being raised accordingly. + + +Key findings include: +$7 dollar stress only raised VaR by 79% +$9 dollar stress raised VaR by 134% + + + +It is interesting to note that with the seven dollar stress, VaR on the +financial desk actually decreased. This would seem to imply that up to the +seven dollar strike, the financial desk is long gamma (which overall reduces +risk). But between the seven dollar and nine dollar strike, it appears that +the desk becomes short gamma, thereby acceralatering the amount of risk and +increasing VaR by 74%. Does this make sense or is something else happening? + +Frank + + + + + + +---------------------- Forwarded by Frank Hayden/Corp/Enron on 09/15/2000 +03:43 PM --------------------------- + + + + From: Sunil Dalal 09/15/2000 02:54 PM + + +To: Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: + +Subject: Lavo/Arnold Stresses + +Attached below are the $7 and $9 stresses that were run at the request of +Lavo ($7) and Arnold ($9). I ran the results against the AGG-IV portfolio. + + + + + + +" +"arnold-j/_sent_mail/168.","Message-ID: <15108595.1075857597822.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: eleanor.fraser.2002@anderson.ucla.edu +Subject: Re: ?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eleanor Fraser @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey freak: +So we finally had LA type weather here for the past two days. Highs in the +mid-70's. Beautiful. Life's just cruising along. Nothing new. I put a bid +in for a condo in a new mid-rise building going up in West U that they +accepted. If all goes as expected I'll move in next X-Mas. So are you +adjusting to the big city. Got yourself a big Hollywood actor boyfriend yet? +John " +"arnold-j/_sent_mail/169.","Message-ID: <23784307.1075857597844.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: RE: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +It's getting harder and harder to root, root, root for the home team. + + + + +Heather Robertson on 09/25/2000 06:09:01 PM +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +I KNOW!!! I was even in San Francisco ...!! How humiliating... +Apparently, you were not cheering hard enough. + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Monday, September 25, 2000 5:23 PM +To: hrobertson@hbk.com +Subject: RE: Young John? + + + +What'd you do to my Cowboys? + + + + +Heather Robertson on 09/01/2000 09:02:04 AM + +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +Just read it...great article! + +Have fun in Costa Rica... I hear it is amazing. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 4:10 PM +To: hrobertson@hbk.com +Subject: RE: Young John? + + + +The Fortune article is about grassroots change within a company. It is +written about the lady who started EOL, but I'm in it a little. Chief of +natural gas derivatives...I'm not really sure what that means. I run the +Nymex book now but not the floor..just the derivatives desk of five people. + +I'm actually going to Costa Rica tomorrow morn thru Monday. Never been +but heard it's beautiful. Next time you're in we'll go out. +J + + + + +Heather Robertson on 08/31/2000 01:20:05 PM + +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +What do you mean? I'm serious! + +So what Fortune article? I only saw you in Time... Pretty freaky to see +someone you know like that! What the heck is a ""chief"" of natural gas +derivatives?! Skilling's old job? + +Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my +friends were in the press lately (i.e. YOU, as well as all my HBS buddies), +so the guys on the trading floor thought this would be funny. The best +part +is that someone thought they were serious and started in on the +conversation!! I do investor relations for a hedge fund in Dallas, so +that's why they are talking about my IR/selling skills... but it's not +exactly your typical corporate IR position considering our investor base. + +I'm going to be in your neck of the woods tomorrow. I'm visiting friends +in +Houston on Friday & Saturday, then going to my sister's house in Bay City +on +Sat. night. No firm plans, just getting out of Dallas. Are you going to +be +around? + +I thought about you the night after I saw the article because I was in +Snuffers, drinking a strawberry daiquiri... =) do you remember why?? +I +think about that every time I go there.... + +Take care and make money! + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 11:48 AM +To: hrobertson@hbk.com +Subject: Re: Young John? + + + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but +I think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM + +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/17.","Message-ID: <28221841.1075857594558.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 21:37:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mar/apr +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't know. think a little bit of everyone as the storage guys own it all. + + + + +slafontaine@globalp.com on 12/05/2000 09:37:01 AM +To: jarnold@enron.com +cc: +Subject: mar/apr + + + +im so sick for getting out of that-john who 's getting squeezed on the mar? +hope +its not you. pretty sure it isnt so safe to ask you? + + + +" +"arnold-j/_sent_mail/170.","Message-ID: <8915800.1075857597866.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: sunil.dalal@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sunil Dalal +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks. This is exactly what I wanted. +John + + + + Enron North America Corp. + + From: Sunil Dalal @ ENRON 09/20/2000 04:05 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Frank Hayden/Corp/Enron@Enron +Subject: Re: + +John, the matrix that was sent to you includes YTD P&L for all the traders in +the matrix. Trader P&L contribution to desk P&L, however, was not backed out +on that particular matrix. That matrix effectively shows one trader's +correlation to all others. What is does not show is one trader's P&L to the +desk P&L. I have included a spreadsheet with each trader's P&L backed out of +AGG-GAS P&L to demonstrate their relationship. Please call Frank or myself +if you have questions. Thanks. + + + + + + + + From: Frank Hayden 09/19/2000 06:42 PM + + +To: Sunil Dalal/Corp/Enron@ENRON +cc: + +Subject: Re: + +questions and answers? +---------------------- Forwarded by Frank Hayden/Corp/Enron on 09/19/2000 +06:42 PM --------------------------- + + +John Arnold@ECT +09/19/2000 05:33 PM +To: Frank Hayden/Corp/Enron@ENRON +cc: + +Subject: Re: + +Thx for the spreadsheet. 2 questions : What time frame does this entail and +does the correlation between the trader and AGG GAS include that trader's +contribution to the floor's P&L. In other words, is my P&L correlated with +the floor or is it correlated to the rest of the floor absent me? + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 09/19/2000 02:41 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + + + + + + + + + + +" +"arnold-j/_sent_mail/171.","Message-ID: <27327283.1075857597888.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: ben.glisan@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ben F Glisan +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ben: +Jeff Shankman gave me your name. I have assumed Jeff's old responsibilities +as head of the natural gas derivatives trading group. Our broker, EDF MAN, +supplies us with $50 million of margin financing every night. They are +trying to clean up their books for end of quarter and/or year on Sep 30. +They have asked if we can post the $50 million overnight on the 30th. We did +this last year as well. Please advise, +John" +"arnold-j/_sent_mail/172.","Message-ID: <30146890.1075857597910.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 11:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mark: +You've called it right thus far. + +Let's plan to get a drink after work on the 19th. +Thanks, +John + + + + +""Mark Sagel"" on 09/26/2000 10:23:06 AM +To: ""John Arnold"" +cc: +Subject: natural update + + + +John: +? +I wish I had a lot to pass along, but not much has changed on my work.? All +the analysis is still very bullish and expecting higher levels.? I am +receiving hourly ""9"" type strength patterns, which means the up move must +consistently continue from here.? Any drop under today's lows is a negative +for natural.? On my daily work, natural will see a new type of strength +pattern today.? It is not a ""9"" type topping pattern, but one that normally +comes out along the way as price moves higher.? This would suggest a +potential short-term high over the next 2-3 days, but nothing of major +importance. +? +I have tentative plans to be in Houston on Thursday, October 19.? Are you +interested in meeting so that I may show in much greater detail what the +work is doing and how it can enhance your activity?? Let me know if that day +works for you.? Thanks, +? +Mark Sagel +Psytech Analytics +(410)308-0245 +msagel@home.com +? + +" +"arnold-j/_sent_mail/173.","Message-ID: <6872234.1075857597932.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 11:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: james_naughton@em.fcnbd.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: James_Naughton@em.fcnbd.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm sorry but I have plans for Thursday already. Maybe next time. +John + + + + +James_Naughton@em.fcnbd.com on 09/26/2000 01:45:42 PM +To: ""John Arnold"" +cc: +Subject: + + + + +John, +I have tentative plans to be in Houston on Thursday. If, as we +discussed yesterday, you have time to get out after work, I'd like to +get together. Please let me know if this works for you and I'll confirm +my plans to be there. +Thanks, +Jim Naughton + + + +" +"arnold-j/_sent_mail/174.","Message-ID: <7293239.1075857597953.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 11:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Screen shots +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hi: +The big money making floor? I don't think I like that. Too much +pressure...what happens if we screw up? + +I went to the website and clicked on the link but all I got was a mess of +characteres and symbols. Any ideas how I fix it? +John + + +From: Margaret Allen@ENRON on 09/26/2000 03:30 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Screen shots + +Hey John, + +Did you check out the new spots?!!! They are posted on the Intranet +(home.enron.com). Let me know what you think! Hope all is well down there +on the 'big money making' floor. + +Have a good one, Margaret + +" +"arnold-j/_sent_mail/175.","Message-ID: <3144378.1075857597976.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 04:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Mario De La Ossa +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you please add this +---------------------- Forwarded by John Arnold/HOU/ECT on 09/26/2000 11:03 +AM --------------------------- + + Enron North America Corp. + + From: Molly Magee 09/25/2000 06:28 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Mario De La Ossa + +John: John Nowlan, Dave Botchlett, Jim Goughray and several others met with +Mario last week. They were all favorably impressed. Jeff Shankman had +asked to meet with him, and their appointment is scheduled for Thursday, +9/28, at 1:30 pm. Jeff had also asked that you spend some time with him so +that a decision could be made as to whether or not to make him an offer. +Would you have some time available on Thursday afternoon to see Mario? + +Thanks, +Molly +x34804 +" +"arnold-j/_sent_mail/176.","Message-ID: <32892980.1075857598002.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 10:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: RE: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +What'd you do to my Cowboys? + + + + +Heather Robertson on 09/01/2000 09:02:04 AM +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +Just read it...great article! + +Have fun in Costa Rica... I hear it is amazing. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 4:10 PM +To: hrobertson@hbk.com +Subject: RE: Young John? + + + +The Fortune article is about grassroots change within a company. It is +written about the lady who started EOL, but I'm in it a little. Chief of +natural gas derivatives...I'm not really sure what that means. I run the +Nymex book now but not the floor..just the derivatives desk of five people. + +I'm actually going to Costa Rica tomorrow morn thru Monday. Never been +but heard it's beautiful. Next time you're in we'll go out. +J + + + + +Heather Robertson on 08/31/2000 01:20:05 PM + +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +What do you mean? I'm serious! + +So what Fortune article? I only saw you in Time... Pretty freaky to see +someone you know like that! What the heck is a ""chief"" of natural gas +derivatives?! Skilling's old job? + +Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my +friends were in the press lately (i.e. YOU, as well as all my HBS buddies), +so the guys on the trading floor thought this would be funny. The best +part +is that someone thought they were serious and started in on the +conversation!! I do investor relations for a hedge fund in Dallas, so +that's why they are talking about my IR/selling skills... but it's not +exactly your typical corporate IR position considering our investor base. + +I'm going to be in your neck of the woods tomorrow. I'm visiting friends +in +Houston on Friday & Saturday, then going to my sister's house in Bay City +on +Sat. night. No firm plans, just getting out of Dallas. Are you going to +be +around? + +I thought about you the night after I saw the article because I was in +Snuffers, drinking a strawberry daiquiri... =) do you remember why?? +I +think about that every time I go there.... + +Take care and make money! + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 11:48 AM +To: hrobertson@hbk.com +Subject: Re: Young John? + + + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but +I think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM + +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + + + + + + + +" +"arnold-j/_sent_mail/177.","Message-ID: <23062623.1075857598023.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 10:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: eric.thode@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eric Thode +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Eric: +I passed the customer on to Jennifer Fraser and Fred Lagrasta. Please +coordinate with them. +Thanks, +John" +"arnold-j/_sent_mail/178.","Message-ID: <26270100.1075857598045.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: sept 29th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Steve: +Sorry for the delay. I was actually out of the office Thursday and +Friday...some Enron management training seminar bs. Count me as a probably +for dinner on Friday. I know JP well. +Darcy Carrol's number is 713-646-4930. +See you this wknd +John + + + + + +slafontaine@globalp.com on 09/21/2000 12:19:40 PM +To: slafontaine@globalp.com +cc: jarnold@enron.com +Subject: Re: sept 29th + + + +silverman cant even get an email address rite. trying this again + + + + +Steve LaFontaine +09/21/2000 11:19 AM + +To: jarnol1@enron.com, Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: sept 29th + +hi johnny, still waiting for you to return my call. know your tied up these +days +with the online stuff. shudda been in today cuz the site just went down. +anyway +two things: + +im coming in for the vitol party the 28th and going to go oout to dinner +friday +the 29th with john paul of cms and a cupla of other trader/friends. if you +dont +have plans would be great to have you join. let me know if youre interested. + +also, i have a good friend ex cargill that joined enron. he's in i think your +brazil office-biz development. was wondering if you cud help me get either his +phone number or an email address or both. would appreciate it. + +things going well for me in the new digs-making good money and enjoying +boston. +still pretty active in natgas. when i let you outta those feb/mar a month or +so +ago i told mark silverman that there were only two people i wud let out of a +trade. thats the truth. hope all is well and hope to talk to you soon.also +781-398-4332, cell 617-320-4332 + + + + + +" +"arnold-j/_sent_mail/179.","Message-ID: <12368305.1075857598067.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 09:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: FW: The today show!!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/25/2000 04:50 +PM --------------------------- + + +""Zerilli, Frank"" on 09/21/2000 02:46:05 PM +To: ""Christine Zerilli (E-mail)"" , ""David +D'alessandro (E-mail)"" , ""Eric Carlstrom +(E-mail)"" , ""Eric Carlstrom (E-mail 2)"" +, ""Jason D'alessandro (E-mail)"" , +""Jeannine & Rob Votruba (E-mail)"" , ""josh Faber +(E-mail)"" , ""Karen Brennan (E-mail)"" +, ""Lew G. Williams (E-mail)"" , +""Lew G. Williams (E-mail 2)"" , ""Mark Creem (E-mail)"" +, ""Mom & Dad Zerilli (E-mail)"" , ""Pat +Creem (E-mail)"" , ""Robert Votruba (E-mail)"" +, ""Sean Jacobs (E-mail)"" , +""Sharon C. Zerilli (E-mail)"" , ""Stacey & Dave Hoey +(E-mail)"" , ""'jarnold@enron.com'"" +cc: +Subject: FW: The today show!!!!! + + + + + +You should be able to view this with Windows Media Player. Keep your +eyes +peeled. + +Chris + + +> use care +> +> Uncut version of today show +> +> +> <> + + - flash4.asf +" +"arnold-j/_sent_mail/18.","Message-ID: <32586900.1075857594580.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 21:34:00 -0800 (PST) +From: john.arnold@enron.com +To: jim.schwieger@enron.com +Subject: Re: For What It's Worth. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jim Schwieger +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +Your words of encouragement are greatly appreciated. I've certainly had some +troubles this quarter. I do appreciate your offer but I don't want to take +away from the amazing year you've had so far. Maybe you should come trade +this... +John + + + + +Jim Schwieger +12/06/2000 05:42 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: For What It's Worth. + +Through the year's (Sounds like Im really old) I have learned that the really +great Individuals come down on themselves for circumstances beyond their +control when in fact their performance is far beyond what anyone else could +have done. I believe you are one of those individuals. I appreciate what +you have done with EOL and the burden you have had to take on. This +especially hits home when I see what has happened to you P/L the last 3 +months. You are expected to carry the world without having any NYMEX +liquidity to cover your risk. I would like to offer to transfer $30 million +out of the Storage Book to the Price Book. Without you and EOL I could never +have done what I've done. + + Thanks, + Jim Schwieger + +" +"arnold-j/_sent_mail/180.","Message-ID: <4400718.1075857598088.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 09:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: kori.loibl@enron.com +Subject: Re: Desk Dinner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kori Loibl +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +see you there + + + + Enron North America Corp. + + From: Kori Loibl 09/25/2000 03:19 PM + + +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Brian Hoskins/Enron +Communications@Enron Communications, Dutch Quigley/HOU/ECT@ECT, Errol +McLaughlin/Corp/Enron@ENRON, Sherry Dawson/NA/Enron@Enron, Laura +Vargas/Corp/Enron@ENRON +cc: +Subject: Desk Dinner + +I have made reservations for 8:00 Wednesday evening at Fogo de Chao. For +those of us who haven't been there, the address is 8250 Westheimer, between +Hillcroft and Fondren on the north side of the road. + +If you are not able to attend, please let me know. + +K. + +" +"arnold-j/_sent_mail/181.","Message-ID: <8912200.1075857598110.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Electricity and Natural Gas hedging +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/25/2000 02:18 +PM --------------------------- +To: John Arnold/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Chris H Foster/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT +Subject: Re: Electricity and Natural Gas hedging + +I suggest that we initially cover this person out of the Portland office. +One of our middle marketers can easily get up to meet with this guy. +Depending on the magnitude and complexity o their power and gas needs are we +will then pull in the appropriate people. Phillip and John, let me know if +this works for you. + + + +Eric Thode@ENRON +09/22/2000 07:28 AM +To: John Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: Electricity and Natural Gas hedging + +John and Tim -- + +I believe this one is for both of you. Thanks. + +Eric + +---------------------- Forwarded by Eric Thode/Corp/Enron on 09/22/2000 09:29 +AM --------------------------- + + +Lisa.M.Feener@enron.com on 09/21/2000 11:31:32 AM +To: eric.thode@enron.com +cc: + +Subject: Electricity hedging + + + +---------------------- Forwarded by Lisa M Feener/ENRON_DEVELOPMENT on +09/21/2000 11:30 AM --------------------------- + + +""Holbrook, Doug"" on 09/21/2000 10:26:32 AM + +To: ""'lfeener@enron.com'"" +cc: +Subject: Electricity hedging + + +I work for the Airport Authority for Seattle-Tacoma International Airport +in +Seattle, Washington and I am responsible for Managing the Utilities. We are +interested in hedging our Electricity and Natural Gas supplies. Can I get +some information on Enron's services in this area? + +Douglas C. Holbrook +Manager, Business & Utilities Management +Port of Seattle +Seattle-Tacoma International Airport +PO Box 68727 +Seattle, WA. 98168 +Phone: 206-433-4600 +Fax: 206-988-5515 +holbrook.d@portseattle.org + + + + + + + + + +" +"arnold-j/_sent_mail/182.","Message-ID: <366011.1075857598132.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 00:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Electricity and Natural Gas hedging +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/25/2000 07:23 +AM --------------------------- + + +Eric Thode@ENRON +09/22/2000 09:28 AM +To: John Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: Electricity and Natural Gas hedging + +John and Tim -- + +I believe this one is for both of you. Thanks. + +Eric + +---------------------- Forwarded by Eric Thode/Corp/Enron on 09/22/2000 09:29 +AM --------------------------- + + +Lisa.M.Feener@enron.com on 09/21/2000 11:31:32 AM +To: eric.thode@enron.com +cc: + +Subject: Electricity hedging + + + +---------------------- Forwarded by Lisa M Feener/ENRON_DEVELOPMENT on +09/21/2000 11:30 AM --------------------------- + + +""Holbrook, Doug"" on 09/21/2000 10:26:32 AM + +To: ""'lfeener@enron.com'"" +cc: +Subject: Electricity hedging + + +I work for the Airport Authority for Seattle-Tacoma International Airport +in +Seattle, Washington and I am responsible for Managing the Utilities. We are +interested in hedging our Electricity and Natural Gas supplies. Can I get +some information on Enron's services in this area? + +Douglas C. Holbrook +Manager, Business & Utilities Management +Port of Seattle +Seattle-Tacoma International Airport +PO Box 68727 +Seattle, WA. 98168 +Phone: 206-433-4600 +Fax: 206-988-5515 +holbrook.d@portseattle.org + + + + + + +" +"arnold-j/_sent_mail/183.","Message-ID: <11091338.1075857598155.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 03:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com, jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato, Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +COO's: +Do either of you have an objection to using Cantor as an OTC broker?" +"arnold-j/_sent_mail/184.","Message-ID: <17259122.1075857598177.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 10:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: We need your feedback regarding the demonstrations you attended. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +You're not done yet big boy. +---------------------- Forwarded by John Arnold/HOU/ECT on 09/19/2000 05:34 +PM --------------------------- + + +Julie Pechersky +09/19/2000 02:31 PM +To: John Arnold/HOU/ECT@ECT, Brian Hoskins/HOU/ECT@ECT, John L +Nowlan/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT, David J +Vitrella/HOU/ECT@ECT, Selena Gonzalez/HOU/ECT@ECT, Madhur Dayal/HOU/ECT@ECT, +Reza Rezaeian/Corp/Enron@ENRON, Rogers Herndon/HOU/ECT@ect, Anna +Santucci/NA/Enron@Enron, David J Botchlett/HOU/ECT@ECT +cc: +Subject: We need your feedback regarding the demonstrations you attended. + +We really appreciate your attendance of the demonstrations of Reuters, Bridge +and Globalview software. Please take a minute +to fill out the attached feedback form so that we will know what you thought +of each application. Return the completed form to me. + + +Thanks again for you time! + +Julie +39225 + + + + +" +"arnold-j/_sent_mail/185.","Message-ID: <29559946.1075857598198.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 10:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thx for the spreadsheet. 2 questions : What time frame does this entail and +does the correlation between the trader and AGG GAS include that trader's +contribution to the floor's P&L. In other words, is my P&L correlated with +the floor or is it correlated to the rest of the floor absent me? + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 09/19/2000 02:41 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + + +" +"arnold-j/_sent_mail/186.","Message-ID: <7097450.1075857598219.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 05:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +Man is looking for money again to hold them over for yearend. Who do I need +to talk to? +john" +"arnold-j/_sent_mail/187.","Message-ID: <851939.1075857598241.JavaMail.evans@thyme> +Date: Mon, 18 Sep 2000 10:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm in all day mtgs on Thursday and Friday. I'm free Wednesday afternoon + + + + +Sarah Wesner@ENRON +09/18/2000 08:31 AM +To: John Arnold/HOU/ECT@ECT +cc: Joseph Deffner/HOU/ECT@ECT +Subject: Re: Margin Lines project + +Let's do this on Tuesday at 4:00 at EB 2868. + + + +John Arnold@ECT +09/15/2000 07:16 AM +To: Sarah Wesner/Corp/Enron@ENRON +cc: + +Subject: Re: Margin Lines project + +yep...i'm always here + + + +Sarah Wesner@ENRON +09/14/2000 10:37 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines project + +John - I will be out of the office on 9/15 and also from 9/21-9/30. Are you +available during 9/18-9/20 as I want to go through the information before +October. Let's arrange something early next week. + +Sarah + + + + + + + +" +"arnold-j/_sent_mail/188.","Message-ID: <24359151.1075857598262.JavaMail.evans@thyme> +Date: Mon, 18 Sep 2000 08:52:00 -0700 (PDT) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Greg: +The guy from MG whom I spoke to about clearing was Alfred Pennisi, VP of +Operations. He's out of NY. He indicated his clearing costs were $3.10 +versus the $4.50-5.00 I'm paying now." +"arnold-j/_sent_mail/189.","Message-ID: <6628841.1075857598283.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 10:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +A couple things about the limit orders: + +1: When a customer opens up the limit order box, I think the time open +should default to 12 hours. We want the orders open as long as possible. +Now, it is more work to keep the order open for 12 hours than for 1 hour. +Traditionally, limit orders are a day order, good for the entire trading +session unless specified otherwise. + +2. Today Pete had 13,000/ day on his bid because he was hit for small size. +When I tried to place a limit order, the quantity had to be in 5,000 +increments of 13,000 (i.e. 3000, 8000, 18000...). I could not overwrite the +quantity to be 15,000. + +3. Everytime a limit order is placed, an error message occurs on the system +saying error trade, price not available. + +4. Is there a way to modify a limit order, such as changing the price, +without canceling it and resubmitting a new one? If not, this would be a +valuable feature. + +Thx, +John" +"arnold-j/_sent_mail/19.","Message-ID: <12604682.1075857594601.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 00:09:00 -0800 (PST) +From: john.arnold@enron.com +To: eric.thode@enron.com +Subject: Re: Photograph for eCompany Now +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eric Thode +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +someone had a foul odor for sure + + + + +Eric Thode@ENRON +11/30/2000 08:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Photograph for eCompany Now + +Thanks for your help with the photographer. I just heard from Ann Schmidt +and Margaret Allen that he was, shall we say, a ""fragrant photographer."" + +" +"arnold-j/_sent_mail/190.","Message-ID: <10228841.1075857598305.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 10:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jnathan@nacore.com +Subject: Re: Don't Forget +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jason Nathan"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please remove me from your mailing list + + + + +""Jason Nathan"" on 09/15/2000 09:47:12 AM +To: +cc: +Subject: Don't Forget + + +Tuesday, September 19, 2000 + +NACORE Houston Chapter Luncheon Meeting + +An excellent opportunity to learn +and network with your corporate real estate peers. + +Topic: THE DOWNTOWN ARENA + +Place: The Houston City Club + Nine Greenway Plaza + 1 City Club Drive, Houston, TX + +Cost: $25.00 (includes buffet luncheon) + +RSVP using the attached form +or call Tammy Mullins at 713-739-7373 x 115 + + + + - Notice91300.doc + +" +"arnold-j/_sent_mail/191.","Message-ID: <16784297.1075857598326.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 10:10:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I spoke to Alfred Pennisi from MG today. MG clears their own trades and +maybe some for other customers. He indicated that his cost for clearing is +$3.05 round turn. If this is accurate, we need to evaluate whether clearing +ourselves and issuing cp every night is less expensive than paying a higher +clearing rate and getting access to financing. This is a question I hope +your analysis of the true cost of clearing will answer. + +Also, fyi, over the past two days I have done two 6,000 lot EFP's with El +Paso under the same structure I explained to you previously whereby long +futures are transferred from his account to mine to lower initial margin +costs. " +"arnold-j/_sent_mail/192.","Message-ID: <1572612.1075857598347.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 03:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +if you have a minute sometime today, please stop by. +john" +"arnold-j/_sent_mail/193.","Message-ID: <23559527.1075857598376.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 00:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yep...i'm always here + + + + +Sarah Wesner@ENRON +09/14/2000 10:37 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines project + +John - I will be out of the office on 9/15 and also from 9/21-9/30. Are you +available during 9/18-9/20 as I want to go through the information before +October. Let's arrange something early next week. + +Sarah + +" +"arnold-j/_sent_mail/194.","Message-ID: <22689155.1075857598398.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: efraser@anderson.ucla.edu +Subject: Re: ?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eleanor Fraser @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm actually trying to go through all my email from the week. What a pain in +the ass. As soon as I finish one, another appears in my inbox. So how's +life at ucla? + + + + +Eleanor Fraser on 09/14/2000 06:07:11 PM +To: John.Arnold@enron.com +cc: +Subject: Re: ?? + + +I think Yelena put a hit out on me all the way from Chicago +for sending those pictures! I had no idea they would open +right away--they were supposed to be attachments. Oops. I +thought they were quite cute. + +How are ya? And what are you doing at work--I thought you +gas guys all left at 3! +:-) elf + +On Thu, 14 Sep 2000 John.Arnold@enron.com wrote: + +> +> why would i be??? +> +> +> +> +> Eleanor Fraser on 09/14/2000 06:02:57 PM +> +> To: john.arnold@enron.com +> cc: +> Subject: ?? +> +> +> So--are you really pissed at me? +> +> :-) eleanor +> +> +> +> +> +> + + +" +"arnold-j/_sent_mail/195.","Message-ID: <24065640.1075857598419.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: louise.kitchen@enron.com +Subject: Re: .exe file - infomercial +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Louise Kitchen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Agree completely. In that context, it looks good. + + + + +Louise Kitchen +09/14/2000 06:20 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: .exe file - infomercial + +It was something for the web-site but we are thinking its a bit arrogant for +our counterparts so probably just use it internally or trade shows. + + + +John Arnold +14/09/2000 16:24 +To: Louise Kitchen/HOU/ECT@ECT +cc: + +Subject: Re: .exe file - infomercial + +Who's the target audience and how is it being distributed? + + + +Louise Kitchen +09/14/2000 11:50 AM +To: Hunter S Shively/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, John +Arnold/HOU/ECT@ECT +cc: Andy Zipper/Corp/Enron@Enron, gwhalle@enron.com +Subject: .exe file - infomercial + +Just wondering what you think of this? + + + + + + + + + + +" +"arnold-j/_sent_mail/196.","Message-ID: <6099369.1075857598441.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: follow up request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + + + + From: Gary Taylor 09/14/2000 06:12 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: follow up request + +John, + +I know this gets nit-picky - but we're about to close. + +regards, +Gary +x31511 + + + +" +"arnold-j/_sent_mail/197.","Message-ID: <3320827.1075857598463.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: scrumbling@houstonballet.org +Subject: Re: Volunteer Tutor Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Crumbling, Sharon"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I will not be able to attend the meeting but do have interest in being a +tutor in any math subjects. Please advise, +John + + + + +""Crumbling, Sharon"" on 09/14/2000 03:44:35 PM +To: ""'John.Arnold@enron.com'"" +cc: ""'David.P.Dupre@enron.com'"" , +""'Cheryl.Aruijo@enron.com'"" , ""'amiles@enron.com'"" +, ""'Molly.Hellerman@enron.com'"" +, ""'jtrask@azurix.com'"" , +""'Jennifer.Baker@enron.com'"" , +""'Cheryl.Collins@enron.com'"" , +""'Eduardo.Bonitos@enron.com'"" , +""'Elizabeth.Lauterbach@enron.com'"" , +""'Chris.Herron@enron.com'"" , +""'Randall.Hicks@enron.com'"" , +""'Andrew.Willis@enron.com'"" , +""'Susan.Scott@enron.com'"" , ""Power, Shelly"" + +Subject: Volunteer Tutor Program + + +Dear all interested volunteer tutors, + +There will be an informational meeting on Tuesday September 19th at +5:30pm. This will be a brief meeting to discuss the tutor program and to +match tutors with students in subject areas. The meeting will be here at +the Houston Ballet Academy in the large conference room. + +So far we have students who will need tutors in the subjects of: +art, sociology, spanish, geometry, english, earth science, history +(government and world history), women's literature, and algebra II. + +Please let me know if you will be able to attend the meeting, as well as +what subject area that you would like to tutor in. If you will not be +able to attend the meeting, but are still interested in being a tutor +please let me know as soon as possible. + +The Houston Ballet is located at 1921 W. Bell. The Houston Ballet +Academy faces W. Grey and is inbetween Waugh and Shepherd (next to +Kroger). If you need specific directions please call 713.523.6300. You +may reach me at 713.535.3205 or email me at: +SCrumbling@houstonballet.org If you have any questions please do not +hesitate to contact me. + +Thank you for your interest and I look forward to meeting you. + +Sharon Crumbling +Student Counselor +Houston Ballet Academy + + +" +"arnold-j/_sent_mail/198.","Message-ID: <12123988.1075857598485.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: kristin.gandy@enron.com +Subject: Re: Vanderbilt Presentation and Golf Tournament +Cc: ina.rangel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ina.rangel@enron.com +X-From: John Arnold +X-To: Kristin Gandy +X-cc: Ina Rangel +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I would like to participate in the Enron presentation at Vandy. +John + + + + +Kristin Gandy@ENRON +09/11/2000 09:30 AM +To: Mark Koenig/Corp/Enron@ENRON, Kevin Garland/Enron Communications@Enron +Communications, Jonathan Davis/HOU/ECT@ECT, Jian +Miao/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Wood/HOU/ECT@ECT, Jun Wang/Enron +Communications@Enron Communications, Miguel Vasquez/HOU/ECT@ECT, Lee +Jackson/HOU/ECT@ECT, Amber Hamby/Corp/Enron@Enron, Jay Hawthorn/Enron +Communications@Enron Communications, Joe Gordon/Corp/Enron@Enron, Susan +Edison/Enron Communications@Enron Communications, Vikas +Dwivedi/NA/Enron@Enron, Mark Courtney/HOU/ECT@ECT, Monica Rodriguez/Enron +Communications@enron communications +cc: Seung-Taek Oh/NA/Enron@ENRON, John Arnold/HOU/ECT@ECT, Andy +Zipper/Corp/Enron@Enron, George McClellan/HOU/ECT@ECT, David +Oxley/HOU/ECT@ECT +Subject: Vanderbilt Presentation and Golf Tournament + +Hello Vandy Recruiting Team, + +Well it is almost time for the corporate presentation on campus (September +26th at 5:30pm) and the MBA golf tournament (September 30th at 12pm). I need +to know as soon as possible the members who are available to participate in +either of these events. We only need two participants for the golf +tournament but we will need at least 6 to 8 members for the presentation. +Reserve your spot now before its too late! + +Thank you and if you have any questions feel free to contact me at x 53214. + +Kristin Gandy +Associate Recruiter + + +" +"arnold-j/_sent_mail/199.","Message-ID: <25364760.1075857598506.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: efraser@anderson.ucla.edu +Subject: Re: ?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eleanor Fraser @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +why would i be??? + + + + +Eleanor Fraser on 09/14/2000 06:02:57 PM +To: john.arnold@enron.com +cc: +Subject: ?? + + +So--are you really pissed at me? + +:-) eleanor + + +" +"arnold-j/_sent_mail/2.","Message-ID: <9214363.1075857594228.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:35:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +and they say it was purely coincidental the announcement came today. + +6 is fine. + + + + +""Jennifer White"" on 12/13/2000 01:18:41 PM +To: John.Arnold@enron.com +cc: +Subject: + + +Hmmm... interesting news at Enron today. Should I plan to come to your +place around 6PM? + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/20.","Message-ID: <17767559.1075857594623.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 10:07:00 -0800 (PST) +From: john.arnold@enron.com +To: frances.ortiz@enron.com +Subject: Re: Hey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frances Ortiz +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll let you know if they invite me this year. + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Hey + +Hey! How are you? +When Is Amerex throwing there yearly Christmas party? + +Thanks Frances + +" +"arnold-j/_sent_mail/200.","Message-ID: <30031046.1075857598528.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 10:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Tony Harris +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Come talk to me sometime after 4:00 + + + + + + From: Jennifer Fraser 09/11/2000 07:15 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Tony Harris + +JA; +Six months ago we spoke about Tony moving to a commercial role. He followed +your advice and has gained some experience in structuring. He approached me +about joining the middle marketing group. I think he would an asset. I think +we would bring him as an associate with the hope that he would move up to +manager in 6 months. + +Please let me know your thoughts. I would like to use you as a reference with +Fred and Craig. +Thanks +JF + +" +"arnold-j/_sent_mail/201.","Message-ID: <6027364.1075857598549.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 10:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: quotes for gas hedge for SMUD +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i filled in the spreadsheet + + + + + + From: Gary Taylor 09/14/2000 05:24 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: quotes for gas hedge for SMUD + +John, + +Please keep in mind that the option we are looking for is the average of the +daily Gas Daily Henry Hub settles from 2/1 - 8/31. + +If you have any questions, please call me at x31511. + +Regards, +Gary + + + + + +" +"arnold-j/_sent_mail/202.","Message-ID: <1082364.1075857598570.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 09:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: louise.kitchen@enron.com +Subject: Re: .exe file - infomercial +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Louise Kitchen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Who's the target audience and how is it being distributed? + + + + +Louise Kitchen +09/14/2000 11:50 AM +To: Hunter S Shively/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, John +Arnold/HOU/ECT@ECT +cc: Andy Zipper/Corp/Enron@Enron, gwhalle@enron.com +Subject: .exe file - infomercial + +Just wondering what you think of this? + + + + +" +"arnold-j/_sent_mail/203.","Message-ID: <4799329.1075857598592.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 08:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about 4:00? + + + + +Sarah Wesner@ENRON +09/12/2000 06:00 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines + +John - we could be ready by Thursday. What time does your market close (what +is the earliest in the afternoon you can meet?) + +" +"arnold-j/_sent_mail/204.","Message-ID: <31022707.1075857598615.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 07:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Sales Practices and Anti-Manipulation Training +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can yuo set me up for the 4:00 mtg +---------------------- Forwarded by John Arnold/HOU/ECT on 09/13/2000 02:58 +PM --------------------------- + + +Mark Frevert@ENRON +09/08/2000 10:09 AM +Sent by: Nicki Daw@ENRON +To: Alonzo Williams/HOU/ECT@ECT, Andrea Ring/HOU/ECT@ECT, Andrew H +Lewis/HOU/ECT@ECT, Andrew R Conner/HOU/ECT@ECT, Ashton +Soniat/Corp/Enron@ENRON, Bhavna Pandya/HOU/ECT@ECT, Bill +Berkeland/Corp/Enron@Enron, Bill Rust/HOU/ECT@ECT, Bob Crane/HOU/ECT@ECT, +Brad McKay/HOU/ECT@ECT, Brian O'Rourke/HOU/ECT@ECT, Bruce +Hebert/GCO/Enron@ENRON, Caroline Abramo/Corp/Enron@Enron, Chad +Starnes/Corp/Enron@Enron, Charles H Otto/HOU/ECT@ECT, Charlie +Jewell/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron, Chris +Germany/HOU/ECT@ECT, Chris Lenartowicz/Corp/Enron@ENRON, Clint +Dean/Corp/Enron@Enron, Colleen Sullivan/HOU/ECT@ECT, Corry +Bentley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Cyril Price/HOU/ECT@ECT, Dan +Junek/HOU/ECT@ECT, Daniel Diamond/HOU/ECT@ECT, Daniel Reck/HOU/ECT@ECT, +Darren Delage/HOU/ECT@ECT, David J Vitrella/HOU/ECT@ECT, David +Ryan/Corp/Enron@ENRON, David Zaccour/HOU/ECT@ECT, Dean Laurent/HOU/ECT@ECT, +Diana Allen/Corp/Enron@ENRON, Dick Jenkins/HOU/ECT@ECT, Don +Baughman/HOU/ECT@ECT, Douglas Miller/ECF/Enron@ENRON, ITH/ENRON@Gateway, Ed +Smith/HOU/ECT@ECT, Edward D Baughman/HOU/ECT@ECT, Elsa +Piekielniak/Corp/Enron@Enron, Eric Saibi/Corp/Enron@ENRON, Erik +Serio/Corp/Enron@Enron, Fletcher J Sturm/HOU/ECT@ECT, Frank +Ermis/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, +Geoff Storey/HOU/ECT@ECT, George Hopley/HOU/ECT@ect, George +McClellan/HOU/ECT@ECT, George N Gilbert/HOU/ECT@ECT, George +Wood/Corp/Enron@Enron, Gerald Gilbert/HOU/ECT@ECT, Greg +Trefz/Corp/Enron@ENRON, Greg Whalley/HOU/ECT@ECT, Greg Woulfe/HOU/ECT@ECT, +Gretchen Lotz/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, James E +Terrell/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Janel +Guerrero/Corp/Enron@Enron, Janelle Scheuer/HOU/ECT@ECT, Jared +Kaiser/HOU/ECT@ECT, Jason Choate/Corp/Enron@ENRON, Jason +Crawford/Corp/Enron@Enron, Jay Reitmeyer/HOU/ECT@ECT, Jay +Wills/Corp/Enron@ENRON, Jeff King/Corp/Enron@Enron, Jeff +Kinneman/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Jennifer +Fraser/HOU/ECT@ECT, Jennifer Shipos/HOU/ECT@ECT, Jim Homco/HOU/ECT@ECT, Joe +Errigo/Corp/Enron@Enron, Corp/Enron@Enron, Joe Parks/Corp/Enron@ENRON, Joe +Stepenovitch/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, John +Berger/HOU/ECT@ECT, John Craig Taylor/HOU/ECT@ECT, John D Suarez/HOU/ECT@ECT, +John Grass/Corp/Enron@ENRON, John Greene/HOU/ECT@ECT, John +Kinser/HOU/ECT@ECT, John Llodra/Corp/Enron@ENRON, John M +Singer/Corp/Enron@ENRON, John Zufferli/HOU/ECT@ECT, John Zurita/HOU/EES@EES, +Juan Hernandez/Corp/Enron@ENRON, Judy Townsend/HOU/ECT@ECT, Kate +Fraser/HOU/ECT@ECT, Kayne Coulter/HOU/ECT@ECT, Keith +Comeaux/Corp/Enron@Enron, Keith Holst/HOU/ECT@ect, Keller +Mayeaux/Corp/Enron@Enron, Kelli Stevens/HOU/ECT@ECT, Kevin +Cline/Corp/Enron@Enron, Kevin M Presto/HOU/ECT@ECT, Kevin +McGowan/Corp/Enron@ENRON, Kyle Schultz/HOU/ECT@ECT, Larry +Jester/Corp/Enron@ENRON, Larry May/Corp/Enron@Enron, Larry +Valderrama/HOU/ECT@ECT, Laura Podurgiel/HOU/ECT@ECT, Lawrence +Clayton/Corp/Enron@Enron, Lisa Burnett/Corp/Enron@Enron, Lisa +Lees/HOU/ECT@ECT, Lloyd Will/HOU/ECT@ECT, Lucy Ortiz/HOU/ECT@ECT, Madhup +Kumar/Corp/Enron@ENRON, l/HOU/ECT@ECT, Marc Bir/Corp/Enron@ENRON, Maria +Valdes/Corp/Enron@Enron, Mark Anthony Rodriguez/HOU/ECT@ECT, Mark Dana +Davis/HOU/ECT@ECT, Mark Smith/Corp/Enron@Enron, Mark Symms/Corp/Enron@ENRON, +Martin Cuilla/HOU/ECT@ECT, Matt Lorenz/HOU/ECT@ECT, Matthew +Arnold/HOU/ECT@ECT, Matthew Goering/HOU/ECT@ECT, Maureen Smith/HOU/ECT@ECT, +Michael W Bradley/HOU/ECT@ECT, Michelle D Cisneros/HOU/ECT@ECT, Mike +Carson/Corp/Enron@Enron, Mike Curry/HOU/ECT@ECT, Mike +Fowler/Corp/Enron@ENRON, Mike Grigsby/HOU/ECT@ECT, Mike +Maggi/Corp/Enron@Enron, Mitch Robinson/Corp/Enron@Enron, Nelson +Ferries/Corp/Enron@ENRON, Patrice L Mims/HOU/ECT@ECT, Patrick +Hanse/HOU/ECT@ECT, Paul Pizzolato/HOU/ECT@ECT, Per Sekse/NY/ECT@ECT, Peter F +Keavey/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Pushkar Shahi/HOU/ECT@ECT, +Randall L Gay/HOU/ECT@ECT, Richard Hrabal/HOU/ECT@ect, Robert +Benson/Corp/Enron@ENRON, Robin Barbe/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, +Ronald Acevedo/LON/ECT@ECT, Sandra F Brawner/HOU/ECT@ECT, Scott +Goodell/Corp/Enron@ENRON, Scot, t Hendrickson/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Steve Olinde/Corp/Enron@Enron, Steven Kleege/HOU/ECT@ECT, +Steven P South/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, Susan +Wood/HOU/ECT@ECT, Sylvia S Pollan/HOU/ECT@ECT, Sylvia S Pollan/HOU/ECT@ECT, +Tammi DePaolis/Corp/Enron@ENRON, Terri Clynes/HOU/ECT@ECT, Theresa +Branney/HOU/ECT@ECT, Todd DeCook/Corp/Enron@Enron, Tom Donohoe/HOU/ECT@ECT, +Tom Dutta/HOU/ECT@ECT, Tom May/Corp/Enron@Enron, Tom Mcquade/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Troy Black/Corp/Enron@ENRON, Wayne +Herndon/Corp/Enron@ENRON, William Patrick Lewis/HOU/ECT@ECT, William +Stuart/HOU/ECT@ECT +cc: Janette Elbertson/HOU/ECT@ECT, Taffy Milligan/HOU/ECT@ECT +Subject: Sales Practices and Anti-Manipulation Training + +Sales Practices and Anti-Manipulation Training has been scheduled for +Thursday, September 14, 2000 and Friday, September 15, 2000. Attendance at +this training is mandatory. The sessions will run about 2 hours. Since each +session can only accommodate 50 people, please call Taffy Milligan at (713) +345-7373 to reserve a seat. + + Session 1 Thursday, Sept. 14 2:00 p.m. + Session 2 Thursday, Sept. 14 4:00 p.m. + Session 3 Friday, Sept. 15 9:00 a.m. + Session 4 Friday, Sept. 15 2:00 p.m. + +Location details will be forwarded upon registration. + +If you have any questions, please contact Mark Taylor at (713) 853-7459. + +Mark Frevert / Mark Haedicke" +"arnold-j/_sent_mail/205.","Message-ID: <29875001.1075857598637.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 07:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: confirm +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/13/2000 02:56 +PM --------------------------- + + +David P Dupre +09/13/2000 02:41 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: confirm + +I've got you at 5pm in their calendar for Thursday Sep 14. + +Al Pennisi and Craig Young from MG NY + +David 3-3528 Steno 275 +" +"arnold-j/_sent_mail/206.","Message-ID: <636298.1075857598659.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 08:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: dmb +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you're right....they're full + + + + + Matthew Arnold + + 09/11/2000 02:26:50 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: dmb + +tuesday night? + +" +"arnold-j/_sent_mail/207.","Message-ID: <23966871.1075857598680.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take care of this +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:25 +PM --------------------------- + + Enron North America Corp. + + From: Steven Vu 08/29/2000 02:11 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Stephanie Sever/HOU/ECT@ECT +Subject: + +John: + + +Hate to bother you about this again, since you have done it once already. +Please approve me (via Stephanie Sever) to trade Nymex contracts through EOL +on behalf of the Weather Derivatives book. + +Thanks + + +Steven + +" +"arnold-j/_sent_mail/208.","Message-ID: <23808285.1075857598702.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: coopers@epenergy.com +Subject: Re: PAB Deleted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Cooper, Sean"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm here... + + + + +""Cooper, Sean"" on 08/29/2000 01:27:32 PM +To: +cc: +Subject: PAB Deleted + + +My PAB file, or for the non technical among you, my Outlook Personal Address +Book was accidently deleted this week in an upgrade to Windows 2000 NT. +I have restored an old one, but it is several months, if not a whole year +out of date. +This is the first message to confirm the current address I have for you is +still active. +Please reply confirming you recieved it. +A second message will follow to try and replace some of the address's I know +I have lost. +Thanks for your help +Sean. + + + +****************************************************************** +This email and any files transmitted with it from El Paso +Energy Corporation are confidential and intended solely +for the use of the individual or entity to whom they are +addressed. If you have received this email in error +please notify the sender. +****************************************************************** + +" +"arnold-j/_sent_mail/209.","Message-ID: <9249308.1075857598724.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: celeste.roberts@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Celeste Roberts +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please schedule me for 10/10 from 3:00-5:00. + + + + +Celeste Roberts +08/29/2000 06:21 PM +To: Celeste Roberts/HOU/ECT@ECT +cc: (bcc: John Arnold/HOU/ECT) +Subject: + +URGENT + +The Associate and Analyst Recruiting Department will be conducting a number +of two hour workshops to review our recruiting and interview process for the +fall on-campus recruiting effort. Critical information regarding our +on-campus interview process, revised evaluation forms and program structure +will be reviewed during these two hours sessions. + +It is mandatory that all team members attend these workshops. All team +members must attend in order to articulate and demonstrate the Enron +recruiting process. Knowing how busy schedules are, we have made +arrangements to present these workshops in two hours sessions for a total of +40 workshops that will run during the last week of August, through the month +of September and end at mid October. + +Listed below are the dates, location and times for each session. Please +select a date and time and e-mail this information to my assistant, Dolores +Muzzy. We can accommodate 25 participants at a time. Dolores will take +dates and times on a first come, first serve basis. We have scheduled enough +sessions to accommodate every member of both the Associate and Analyst +recruiting teams. + +In order to participate in the recruiting process, you must attend one of +these sessions. We will be tracking participation. CPE credits will also be +given for attending this workshop. + + + +" +"arnold-j/_sent_mail/21.","Message-ID: <18478348.1075857594645.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 10:04:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wassup wassup wassup. + +plan drinks for any day early in the week + + + + +Jennifer Shipos +11/09/2000 05:31 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +When do you want your drinks that I owe you? I think it's time to have +another group happy hour. It doesn't seem like you have been your normal +self recently. + +" +"arnold-j/_sent_mail/210.","Message-ID: <28995593.1075857598745.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: concord Crash +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:15 +PM --------------------------- + + +""Zerilli, Frank"" on 09/06/2000 06:46:47 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: concord Crash + + + + + concord + + - concord.jpg +" +"arnold-j/_sent_mail/211.","Message-ID: <17931861.1075857598767.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +all you big boy... +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:14 +PM --------------------------- + + + Invitation +Chairperson: Julie Pechersky + +Start: 09/12/2000 04:30 PM +End: 09/12/2000 05:30 PM + +Description: 3-DAY MEETING TO EVALUATE MARKET DATA FRONT END APPLICATION + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +John Arnold/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Thomas A Martin/HOU/ECT +Scott Neal/HOU/ECT +John Sieckman/Corp/Enron + +Detailed description: +Please plan to attend a one hour demonstration of Globalview's product on +Tuesday,September 12, Reuter's product + on Wednesday, September 13, and Bridge's product on Thursday, September 14. +Your participation in this project is + essential in choosing the application that you and others on your floor will +utilize in the future. Each day, your group's demo will + take place from 4:30-5:30. I will send a reminder email with the location. +If for some reason there is a day that you +can not attend, please work to find someone else to come in your place. + Please contact me with any questions at x-39225 + + + +" +"arnold-j/_sent_mail/212.","Message-ID: <28435750.1075857598789.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take care of +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:13 +PM --------------------------- + + +Enron-admin@FSDDataSvc.com on 09/07/2000 11:51:29 AM +To: John.Arnold@enron.com +cc: +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey + + +Executive Impact & Influence Program +* IMMEDIATE ACTION REQUIRED - Do Not Delete * + +As part of the Executive Impact and Influence Program, each participant +is asked to gather input on the participant's own management styles and +practices as experienced by their immediate manager, each direct report, +and up to eight peers/colleagues. + +You have been requested to provide feedback for a participant attending +the next program. Your input (i.e., a Self assessment, Manager assessment, +Direct Report assessment, or Peer/Colleague assessment) will be combined +with the input of others and used by the program participant to develop an +action plan to improve his/her management styles and practices. + +It is important that you complete this assessment +NO LATER THAN CLOSE OF BUSINESS Thursday, September 14. + +Since the feedback is such an important part of the program, the participant +will be asked to cancel his/her attendance if not enough feedback is +received. Therefore, your feedback is critical. + +To complete your assessment, please click on the following link or simply +open your internet browser and go to: + +http://www.fsddatasvc.com/enron + +Your unique ID for each participant you have been asked to rate is: + +Unique ID - Participant +EMP74A - Phillip Allen + +If you experience technical problems, please call Dennis Ward at +FSD Data Services, 713-942-8436. If you have any questions about this +process, +you may contact Debbie Nowak at Enron, 713-853-3304, or Christi Smith at +Keilty, Goldsmith & Company, 858-450-2554. + +Thank you for your participation. +" +"arnold-j/_sent_mail/213.","Message-ID: <3892040.1075857598810.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 11:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: craig.breslau@enron.com +Subject: concord Crash +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Craig Breslau +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/06/2000 06:59 +PM --------------------------- + + +""Zerilli, Frank"" on 09/06/2000 06:46:47 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: concord Crash + + + + + concord + + - concord.jpg +" +"arnold-j/_sent_mail/214.","Message-ID: <15944099.1075857598831.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 10:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: Happy Hour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Next Wednesday.... + + + + +Jennifer Shipos +09/06/2000 05:07 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Happy Hour + +Should we have a kick-off happy hour next week? Sandra told me to start +working on it. + +" +"arnold-j/_sent_mail/215.","Message-ID: <6778328.1075857598853.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 08:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea...can you come by around 5:30? + + + + +Sarah Wesner@ENRON +09/06/2000 03:29 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Progress is good. Do you want to meet up today? + + + +John Arnold@ECT +09/06/2000 11:51 AM +To: Sarah Wesner/Corp/Enron@Enron +cc: + +Subject: + +just checking up on the status of the margin project.... + + + + +" +"arnold-j/_sent_mail/216.","Message-ID: <6068674.1075857598874.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: jobopps@idrc.org +Subject: Re: Job Opportunities from IDRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: JobOpps@idrc.org @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Take me off your mail list + + + + +JobOpps@idrc.org on 09/05/2000 03:37:13 PM +To: jarnold@ei.enron.com +cc: +Subject: Job Opportunities from IDRC + + + +IDRC Job Opportunity Posting + +DATE RECEIVED: September 05, 2000 + +POSITION: Property Director +COMPANY: Regus Business Centre Corp. +LOCATION: Northeast USA + +For complete details go to: +http://site.conway.com/jobopps/jobdetail.cfm?ID=83 +To see all job postings go to: http://site.conway.com/jobopps/jobresult.cfm + +" +"arnold-j/_sent_mail/217.","Message-ID: <24289844.1075857598895.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 05:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jobopps@idrc.org +Subject: Re: Job Opportunities from IDRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: JobOpps@idrc.org @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +take me off your mailing list + + + + +JobOpps@idrc.org on 09/05/2000 01:57:01 PM +To: jarnold@ei.enron.com +cc: +Subject: Job Opportunities from IDRC + + + +IDRC Job Opportunity Posting + +DATE RECEIVED: September 05, 2000 + +POSITION: Real Estate Manager +COMPANY: Sony Corporation of America +LOCATION: New York City NY, USA + +For complete details go to: +http://site.conway.com/jobopps/jobdetail.cfm?ID=82 +To see all job postings go to: http://site.conway.com/jobopps/jobresult.cfm + +" +"arnold-j/_sent_mail/218.","Message-ID: <16196201.1075857598917.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 04:51:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just checking up on the status of the margin project...." +"arnold-j/_sent_mail/219.","Message-ID: <16010817.1075857598938.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 05:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: cliff.baxter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Cliff Baxter +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Cliff: +I have 4 tix to the Black Crowes for you, third row center. Where's your +office now? I'll come up and say hello this afternoon if you have a minute. +John " +"arnold-j/_sent_mail/22.","Message-ID: <19333648.1075857594666.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 09:58:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Nymex Converter for Nov. 20 - 24 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no thanks. + + + + +Andy Zipper@ENRON +11/28/2000 08:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Nymex Converter for Nov. 20 - 24 + +Do you care about seeing this report ? I use it for general benchmarking. Let +me know if you want to see it regularly. +---------------------- Forwarded by Andy Zipper/Corp/Enron on 11/28/2000 +08:23 AM --------------------------- + + + + From: Peter Berzins 11/27/2000 04:23 PM + + +To: Andy Zipper/Corp/Enron@Enron, Rahil Jafry/HOU/ECT@ECT, Savita +Puthigai/NA/Enron@Enron +cc: Torrey Moorer/HOU/ECT@ECT, Matt Motsinger/HOU/ECT@ECT, Simone La +Rose/HOU/ECT@ECT + +Subject: Nymex Converter for Nov. 20 - 24 + + + + +If you have any questions, I would be more than happy to answer them. + +Thanks, +Pete +x5-7597 + + + + +" +"arnold-j/_sent_mail/220.","Message-ID: <20821478.1075857598960.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 02:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jgreen@aedc.org +Subject: Re: data standards +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Green @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take me off your email list + + + + +Jennifer Green on 09/01/2000 02:50:03 PM +To: ""AEDC Members"":; +cc: +Subject: data standards + + +Dear AEDC Member, + +One of the most interesting developments in the economic development arena +is the creation of the AEDC/CUED/EDAC Site Selection Data Standard. This +standard, long in the making, provides an opportunity for economic +developers and their customers to have one common means of presenting and +examining data. Adoption of the standard promises real time savings and +more effective economic development decisions as communities will be more +comparable than ever before. + +A copy of the standards is attached so that you can take a look at it to +see how the data standards can be made to work for you. There are 25 +tables in the standard presented in an excel format. The tabs at the +bottom of the page will access the additional tables. + +You can assemble your own data for the data standard tables or you can use +the services of ACN, the American Community Network. AEDC has entered into +a strategic partnership with ACN to provide much of the data necessary for +the standards. ACN will provide data and provide future updates of the +standard to AEDC members at a discounted rate. It is your call as to which +approach works best for you. + +Adoption of the standards promises great changes for the economic +development profession. They should be of particular advantage to the many +areas that have great economic development opportunities but which haven't +received the consideration they deserve. The standards are a great way to +tell their story. + +If you'd like more information on the use of the standards, look for +notices of upcoming courses offered with AEDC's National Seminars on the +standards and their use. + +Paul Lawler +AEDC + + - SSDSTF Datatables 97 June 00.xls + +" +"arnold-j/_sent_mail/221.","Message-ID: <7410631.1075857598982.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 09:10:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: RE: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The Fortune article is about grassroots change within a company. It is +written about the lady who started EOL, but I'm in it a little. Chief of +natural gas derivatives...I'm not really sure what that means. I run the +Nymex book now but not the floor..just the derivatives desk of five people. + +I'm actually going to Costa Rica tomorrow morn thru Monday. Never been but +heard it's beautiful. Next time you're in we'll go out. +J + + + + +Heather Robertson on 08/31/2000 01:20:05 PM +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +What do you mean? I'm serious! + +So what Fortune article? I only saw you in Time... Pretty freaky to see +someone you know like that! What the heck is a ""chief"" of natural gas +derivatives?! Skilling's old job? + +Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my +friends were in the press lately (i.e. YOU, as well as all my HBS buddies), +so the guys on the trading floor thought this would be funny. The best part +is that someone thought they were serious and started in on the +conversation!! I do investor relations for a hedge fund in Dallas, so +that's why they are talking about my IR/selling skills... but it's not +exactly your typical corporate IR position considering our investor base. + +I'm going to be in your neck of the woods tomorrow. I'm visiting friends in +Houston on Friday & Saturday, then going to my sister's house in Bay City on +Sat. night. No firm plans, just getting out of Dallas. Are you going to be +around? + +I thought about you the night after I saw the article because I was in +Snuffers, drinking a strawberry daiquiri... =) do you remember why?? I +think about that every time I go there.... + +Take care and make money! + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 11:48 AM +To: hrobertson@hbk.com +Subject: Re: Young John? + + + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but +I think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM + +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + + + + +" +"arnold-j/_sent_mail/222.","Message-ID: <29984688.1075857599005.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I have a membership to the Body Shop downstairs. Can you cancel that please? +J" +"arnold-j/_sent_mail/223.","Message-ID: <32195351.1075857599027.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 04:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: Re: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but I +think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + +" +"arnold-j/_sent_mail/224.","Message-ID: <8497228.1075857599048.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 01:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Did you get the magazines I sent you? + + + + +Karen Arnold on 08/30/2000 09:16:53 PM +To: John Arnold/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT +cc: +Subject: + + + +Don't look at Power until it goes up again.....today was not a good day. + +I have a job interview tomorrow night! Yes, ME! I don't know if I will +take it if it is offered to me. It's for only 4 days/week!!!! + +" +"arnold-j/_sent_mail/225.","Message-ID: <5253197.1075857599069.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 09:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Attached are settles tonight for seasons and years for next 10 years. +Dutch is working on getting historical curves. He should have it by tomorrow +morning. +John" +"arnold-j/_sent_mail/226.","Message-ID: <8779306.1075857599091.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:32:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: URGENT NOTICE: Executive Impact & Influence 9/21-22 Program - FSD + Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you handle this please? +---------------------- Forwarded by John Arnold/HOU/ECT on 08/30/2000 03:31 +PM --------------------------- + + Enron North America Corp. + + From: Debbie Nowak @ ENRON 08/30/2000 02:12 PM + + +To: Jeffery Ader/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Harry Arora/HOU/ECT@ECT, Hap Boyd/EWC/Enron@Enron, Shawn +Cumberland/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mark Dobler/NA/Enron@Enron, +Joe Hartsoe/Corp/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, John +Lamb/EWC/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, Jeff +Messina/HOU/EES@EES, Bob Miele/EFS/EES@EES, Jean Mrha/NA/Enron@Enron, MACK +SHIVELY/ENRON@Gateway, Jude Tatar/ENRON@Gateway, john.thompson@enron.com, Tim +Underdown/Stockton/TS/ECT@ECT +cc: Claudette Harvey/HOU/ECT@ect, Ina Rangel/HOU/ECT@ECT, Barbara +Lewis/HOU/ECT@ECT, Sheila Petitt/EWC/Enron@ENRON, Shimira +Jackson/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Katherine +Padilla/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stephanie +Boothe/Houston/Eott@Eott, Bernadette Hawkins/Corp/Enron@ENRON, Lysa +Akin/PDX/ECT@ECT, Julie Delahay/EWC/Enron@ENRON, Kimberly Hillis/HOU/ECT@ect, +Karen Myer/GPGFIN/Enron@ENRON, Judy Falcon/HOU/EES@EES, Doreen +Bowen/EFS/EES@EES, Melissa Jones/NA/Enron@ENRON, Airam Arteaga/HOU/ECT@ECT, +Jan Dobernecker/HOU/EES@EES, Elisabeth Edwards/LON/ECT@ECT, Richard +Amabile/HR/Corp/Enron@ENRON, ""Christi Smith"" +Subject: URGENT NOTICE: Executive Impact & Influence 9/21-22 Program - FSD +Request + + + + +You will be receiving (if you haven't already) an e-mail from ""Dennis"" + requesting you to complete +an attached form. His request states ""Immediate Action Required"". + +It has come to our attention that you may not be familiar with FSD which is +the data service processing partner to Keilty Goldsmith. They +are responsible for sending out the Team Selection Forms to all of our +participants. I wanted to reconfirm that Dennis' e-mail attachment is your +Team Selection Form which must be completed and forwarded back to FSD for +processing by 12:00 noon, Thursday, August 31st. + +To Assitant of Participant. If your manager is out of town, please let me +know and I will get a form to you so that you can +hopefully fax it to his/her destination. I will work with you in any way +possible to adhere to the timeline. Thanks! + +Should you have any questions, please do not hesitate in contacting me. + +Debbie Nowak +Executive Development +713 853.3304 +" +"arnold-j/_sent_mail/227.","Message-ID: <14965071.1075857599113.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: athomas1@dellnet.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Andrew Thomas"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +She's out no bitch + + + + +""Andrew Thomas"" on 08/28/2000 01:42:25 PM +To: +cc: +Subject: Re: + + +you know i have a picture of you blown up on my wall, don't you? So when +does the fortune story come out? (lemme guess, sep 11?) + +----- Original Message ----- +From: +To: +Sent: Sunday, August 27, 2000 12:49 PM +Subject: Re: + + + +You didnt realize I was such a fucking bigshot did ya? Check out the Sep +11 Fortune page 182 for more of the mojo. + + + + + +""Andrew Thomas"" on 08/25/2000 02:02:59 PM + +To: , +cc: +Subject: + + + +""You can't turn away for a minute or you get picked off."" Damn!! I'm +minding my own business sitting on the dooker reading Time, and sure +enough i get picked off! Sheeeeeeeeeet. Friggin celebrities. Can I have +your autograph? :) + +Nice work, dood. + +Fellas, I believe the new job is almost here--i was told yesterday that I +got the job and am just waiting for the phone offer (supposed to happen +this afternoon). If it comes through, I'll be covering the +internet--should be pretty solid. Who knows, if EnronOnline gets spun off +(obv, not gonna happen) I might even get to cover it... what a mock! +Anyway, thought I'd drop you two a line. Hope things are going well... + +can't wait for football... lemme know when you boys come back out here... + +Andy + + + + + + + +" +"arnold-j/_sent_mail/228.","Message-ID: <27496330.1075857599135.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: suzanne.nicholie@enron.com +Subject: Re: Meeting to discuss 2001 direct expense plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Suzanne Nicholie +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please contact John Lavorato. He will be in charge of these budgetary issues. +Thanks, +John + + + + + + From: Suzanne Nicholie @ ENRON 08/29/2000 05:11 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Paula Harris/HOU/ECT@ECT +Subject: Meeting to discuss 2001 direct expense plan + +Hi John, + +Since Jeff has left I am assuming that you will be responsible for the plan +for your cost center - 105894. Please correct me if I am wrong. + +I have scheduled a meeting tomorrow at 4pm with you to discuss the 2001 +direct expense plan for Financial Gas trading. I will have a schedule that +details your 2000 plan, 2000 estimate based on the first 6 months of 2000 and +a template for the 2001 plan. + +I will be mostly interested in getting the following information from you +tomorrow: + +1) Are you expecting an increase in headcount? If so, what level of person? +2) What percentage increase in salaries for 2001? +3) Will you increase the # of analyst and associates used in this cost center? +4) What special pays, sign on bonuses, employee agreement, etc. do you want +to plan for? +5) Are you expecting any promotions? +6) If you increase headcount, would this person(s) come from placement +agencies? Would we need to plan relocation costs for them? +7) Do you expect to use any consulting firms or outside temporaries? +8) Will you have any employee offsites or customer meetings that we should +plan for? If so, how much and where? +9) Will you have any large capital expenditures other than computers, +monitors and software? +10) Do you anticipate any other changes in this cost center that we should +plan for (ie, opening of another office, etc.) + +My last day in this group is Thursday so I was trying to get this finished +before Paula Harris took over. She will be coming to the meeting with me. +Please let me know if you need any additional information prior to the +meeting. + +Thanks! +Suzanne + + + + + +" +"arnold-j/_sent_mail/229.","Message-ID: <19192313.1075857599158.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 00:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: commissions saved +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Fine with me + + + + +Andy Zipper@ENRON +08/29/2000 06:55 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: commissions saved + +Fair enough, though for basis swaps and other non NYMEX stuff I thought the +numbers were a little higher. We are going to use $7.50 per 10,000 unless you +have objection. + +" +"arnold-j/_sent_mail/23.","Message-ID: <33064646.1075857594688.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 09:56:00 -0800 (PST) +From: john.arnold@enron.com +To: jeff.pesot@verso.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Pesot, Jeff"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +appears as though the time to get in was last wednesday and everybody already +missed their chance to get out + + + + +""Pesot, Jeff"" on 11/28/2000 02:33:21 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: + + + thursday 6 PM Ruggles on main. + Is it time to get into etoys? + +Jeff Pesot +Verso Technologies +(212) 792-4094 - office +(917) 744-6512 - mobile + +mail to : jeff.pesot@verso.com + www.verso.com + + + +" +"arnold-j/_sent_mail/230.","Message-ID: <6456490.1075857599179.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 05:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +How do Sep basis positions roll off? +John" +"arnold-j/_sent_mail/231.","Message-ID: <32756177.1075857599200.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 03:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: mary.cook@enron.com +Subject: Re: Soc Gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mary Cook +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +And you wonder why America is the most productive country in the world. + + + + +MARY COOK +08/29/2000 08:12 AM +To: Sarah Wesner/Corp/Enron@ENRON +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Soc Gen + +Ah, the European holiday tradition! + + + + Sarah Wesner@ENRON + 08/28/2000 07:25 PM + + To: John Arnold/HOU/ECT@ECT, Mary Cook/HOU/ECT@ECT + cc: + Subject: Soc Gen + +Warren Tashnek called to say that the documents for the credit line will not +be available until next week. It seems that all of Soc Gen's Paris office is +on holiday for the month of August so the credit proposal for the Enron +facility is gathering dust on someone's desk until they return. + +Mary Cook is working on t he brokerage agreement between Fimat and Enron. +That should be done in about a week. + + + + + + + +" +"arnold-j/_sent_mail/232.","Message-ID: <5510987.1075857599221.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 03:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: commissions saved +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just FYI, whether it matters or not, but commissions in gas average $3-4 a +contract. Not sure about power. + + + + +Andy Zipper@ENRON +08/28/2000 04:10 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: commissions saved + +While we are putting this card together I thougth you guys might like to see +some of the imputed commission numbers.......I thought we would cut it off at +$100,000 saved. I'm using an average rate of $10 per 10,000 mmbtu gas and +power equivalent. + + + + +" +"arnold-j/_sent_mail/233.","Message-ID: <12941463.1075857599243.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 00:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: rahil.jafry@enron.com +Subject: Re: EnronOnline +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Rahil Jafry +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Rahil: +I have never commented favorably nor unfavorably about Kase's newsletter. I +think publishing independent market evaluations could be beneficial. The +more interesting content that is published, the better. + + + + + +From: Rahil Jafry + 08/28/2000 07:48 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: EnronOnline + +Hey John, + +We'd briefly spoken on the phone last week, but I haven't been able to come +by and talk to you like I'd promised. Louise had mentioned you did not like +Cynthia Kase's newsletter and may not want us to put Cynthia's weekly +summaries on EnronOnline. + +Since Fred (Lagrasta) and his group think publishing her summaries on +EnronOnline will attract more of the smaller customers, would you have any +objection over us publishing the Kase newsletters. + +Pls. let me know ASAP so we can proceed with this further. + +Regds., +Rahil +x. 3-3206 + + +" +"arnold-j/_sent_mail/234.","Message-ID: <7348396.1075857599265.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 00:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: fletcher.sturm@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher J Sturm +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Under the alternative ""bumping"" method, if the market is 3.75/5.25 and our +EOL and ICE market's are both 4/5 in that case, would we pay brokerage if +someone executes on ICE rather than EOL? + +Fletch + +" +"arnold-j/_sent_mail/235.","Message-ID: <24191323.1075857599286.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: ted.murphy@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ted Murphy +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks + + + + + +From: Ted Murphy +08/28/2000 01:36 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: John J Lavorato/Corp/Enron@Enron, Frank Hayden, Sunil +Dalal/Corp/Enron@ENRON, Vladimir Gorny/HOU/ECT@ECT +Subject: Re: + +John, +Delainey asked Buy and Skilling to extend it for the next two weeks. +Consider it extended thru 9/12/00. +Ted + +" +"arnold-j/_sent_mail/236.","Message-ID: <4520659.1075857599307.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: ted.murphy@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ted Murphy +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ted: +Lavorato wanted me to check on the $5,000,000 VAR extension. Is it possible +to get this extended indefinitely until the west basis market settles down? +We will have a good percentage of the west position rolling off over the next +week as well as indices get published. Please advise ASAP. +John" +"arnold-j/_sent_mail/237.","Message-ID: <11488365.1075857599329.JavaMail.evans@thyme> +Date: Sun, 27 Aug 2000 06:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +Just a reminder, can you send me a list of grandchildren to my products. +Also, is it possible to systems-wise deny grandchildren to a specific product +to ensure that the rule is enforced? +John" +"arnold-j/_sent_mail/238.","Message-ID: <12759158.1075857599355.JavaMail.evans@thyme> +Date: Sun, 27 Aug 2000 06:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: fletcher.sturm@enron.com, scott.neal@enron.com, hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher J Sturm, Scott Neal, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just some feedback on our EOL discussion. Whalley had similar thoughts about +how to address the ICE issue. His thoughts are that if we are 4/5 on EOL, we +post 1/8 on ICE. If someone betters the bid to 1.5, a logic server +automatically bumps up our bid to 1.75. If someone betters that to 2 bid, we +immediately go 2.25 bid. So we are always the best market on ICE so long as +it is not inside our EOL 2-way. Thus the only way our best market shows on +ICE is if without us the market is 3.75/5.25, at which point our 4/5 market +gets shown. If the 3.75 bid pulls out, so does our 4 bid. Our proposal was +that if EOL was 4/5 we would always show ICE 3.75/5.25. Think about which +system you like better. + +Whalley loved Fletch's idea of running tally of brokerage saved and that will +be implemented shortly. + +I am going to call another EOL meeting for everyone on the gas floor managing +a product this week. The purpose will be to communicate about the importance +of winning the electronic commerce game through a combination of improving +2-ways and killing the broker markets. " +"arnold-j/_sent_mail/239.","Message-ID: <30359418.1075857599376.JavaMail.evans@thyme> +Date: Sun, 27 Aug 2000 05:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: athomas1@dellnet.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Andrew Thomas"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +You didnt realize I was such a fucking bigshot did ya? Check out the Sep 11 +Fortune page 182 for more of the mojo. + + + + + +""Andrew Thomas"" on 08/25/2000 02:02:59 PM +To: , +cc: +Subject: + + + +""You can't turn away for a minute or you get picked off.""? Damn!!? I'm +minding my own business sitting on the dooker reading Time, and sure enough +i get picked off!? Sheeeeeeeeeet.? Friggin celebrities.? Can I have your +autograph?? :)? +? +Nice work, dood. +? +Fellas, I believe the new job is almost here--i was told yesterday that I +got the job and am just waiting for the phone offer (supposed to happen this +afternoon).? If it comes through, I'll be covering the internet--should be +pretty solid.? Who knows, if EnronOnline gets spun off (obv, not gonna +happen) I might even get to cover it...? what a mock!? Anyway, thought I'd +drop you two a line.? Hope things are going well... +? +can't wait for football...? lemme know when you boys come back out here... +? +Andy +? + +" +"arnold-j/_sent_mail/24.","Message-ID: <22573510.1075857594709.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 09:54:00 -0800 (PST) +From: john.arnold@enron.com +To: david.dupre@enron.com +Subject: Re: New role +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David P Dupre +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +CONGRATULATIONS + + + + +David P Dupre +11/28/2000 09:02 PM +To: Errol McLaughlin/Corp/Enron@ENRON, Dutch Quigley/HOU/ECT@ECT +cc: Mike Maggi/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT +Subject: New role + +As a recent transfer into the analyst program, I have moved to a new group: +EnronCredit.com, based +in London but I will be working here. I will be working mainly with credit +derivative traders. + +I am at the same phone number, 3-3528, and completely enjoyed my role working +with you +in the Nymex checkout function for the past 1 1/2 years. + +Joe Hunter will be taking my place while a replacement is found. + +Best wishes to each of you at Enron. + +David + +" +"arnold-j/_sent_mail/240.","Message-ID: <22046359.1075857599398.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 07:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Can you send me the file that you produced of those names so I can shrink it +down a little? +Thanks, +John" +"arnold-j/_sent_mail/241.","Message-ID: <25124831.1075857599419.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 07:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.redmond@enron.com +Subject: Re: Long Term Volatility +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Redmond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about Tuesday at either 6:45 am or 2:15 pm my time. + + + + +David Redmond +08/25/2000 07:26 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, John +Disturnal/CAL/ECT@ECT +cc: Richard Lewis/LON/ECT@ECT, Peter Crilly/LON/ECT@ECT +Subject: Long Term Volatility + +John, Mike, + +As you may know I recently moved from the Calgary office to the London +office. The vol curve here is marked very similarly to the Nymex curve at the +front but drops off to a much lower level at the back. Richard Lewis, who is +in charge of UK Gas and Power trading, would like to discuss the rationale +behind the longer end of the NG curves, both vol and price. + +Could we all get on the phone sometime next week (Monday is a holiday here) +perhaps before the open or shortly after the close? (The Nymex closes at 8pm +UK time.) + +Thanks, + +Dave + +" +"arnold-j/_sent_mail/242.","Message-ID: <24079070.1075857599440.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 04:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Did you find out the info on the ENA management committee> +John" +"arnold-j/_sent_mail/243.","Message-ID: <30480021.1075857599462.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 04:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: w.duran@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: W David Duran +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +I was thinking about our conversation yesterday. If El Paso, absent this +power deal, were to give us physical gas for 8 years discounted at their WACC +in exchange for an upfront cash payment from ENE, is that transaction a +mark-to-market gain for us? If not, what's the difference in paying them +with an asset rather than cash. If it is a mark-to-market gain, isn't this a +way to generate false P&L? +John" +"arnold-j/_sent_mail/244.","Message-ID: <2200629.1075857599483.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 02:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.dupre@enron.com +Subject: Re: Tickets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David P Dupre +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks, have a good time but no interest.. +John + + + + +David P Dupre +08/24/2000 05:00 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: Tickets + +Every now and then, I receive complimentary tickets to Astros games at Enron +field from various brokers or other contacts. +If you would be interested in receiving them, let me know-- + +David +3-3528 +Steno: 275 + +" +"arnold-j/_sent_mail/245.","Message-ID: <8993858.1075857599504.JavaMail.evans@thyme> +Date: Thu, 24 Aug 2000 04:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: fzerilli@optonline.net +Subject: Re: Vacation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Frank F. Zerilli"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Must be nice to be a Wall Street executive + + + + +""Frank F. Zerilli"" on 08/23/2000 10:11:35 PM +To: jarnold@enron.com +cc: +Subject: Vacation + + +John, + +I will be out of the office vacationing up in Martha's Vineyard with the +family through Labor Day. Good Luck with Debby...talk to you in Sep. + + +" +"arnold-j/_sent_mail/246.","Message-ID: <30623929.1075857599526.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 00:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +So I was thinking about your NY problem...I might have an answer. The site +http://www.bestfares.com/internet_charts/hotel_internet.htm +lists cheap hotel specials. The problem is they won't list them until the +Wednesday before the weekend. Check it out though. They have some +reasonable deals. +John" +"arnold-j/_sent_mail/247.","Message-ID: <4947221.1075857599547.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 09:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks. This is a project we should have done 5 years ago. +John + + + + +Sarah Wesner@ENRON +08/22/2000 11:10 AM +To: John Arnold/HOU/ECT@ECT +cc: Dutch Quigley/HOU/ECT@ECT +Subject: Re: + +Futures' information - will work with Dutch, may take several days + +Margin Financing Agreement terms: + + +Warren Tashnek left me a message today saying that the Soc Gen documents were +coming. + + + + + + +John Arnold@ECT +08/22/2000 07:04 AM +To: Sarah Wesner/Corp/Enron@Enron +cc: Dutch Quigley/HOU/ECT@ECT + +Subject: + +Sarah: +Can you create a spreadsheet summarizing Enron's open futures interest broken +down by commodity and broker, including maintenance and initial margin for +all commodities (including rates, currencies, gas, crude, etc). +Also, can you create a list of all margin financing agreements in place and +the rates we pay. +Thanks, +John + + + + +" +"arnold-j/_sent_mail/248.","Message-ID: <71656.1075857599569.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 09:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: ENA Fileplan Project - Needs your approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Fine + + + + +Ina Rangel +08/22/2000 02:08 PM +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Thomas +A Martin/HOU/ECT@ECT +cc: Kimberly Brown/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Becky +Young/NA/Enron@Enron, Laura Harder/Corp/Enron@Enron +Subject: ENA Fileplan Project - Needs your approval + +Carolyn Gilley who is a department head in our records management group has +hired the firm, Millican & Assoicates to come in and compile all of our +current and archived files into a more suitable fileplan. Enron has given +permission for this firm to handle this, but they need further approval from +each one of you to deal with your backoffice people and with your assistants +in compiling this information to complete their project. Below is a more +detailed letter from the firm explaining their work here. + +Please respond to me that I have your approval to give for them to complete +your project. + +Thank You, + +Ina Rangel +---------------------- Forwarded by Ina Rangel/HOU/ECT on 08/22/2000 01:56 PM +--------------------------- + + +Sarah Bolken@ENRON +08/22/2000 08:17 AM +Sent by: Sara Bolken@ENRON +To: Ina Rangel/HOU/ECT@ECT +cc: +Subject: ENA Fileplan Project + +Ina, here is information concerning the scope and purpose of our project: + +We are records and information management consultants from Millican & +Associates, who have been hired by Carolyn Gilley, ENA's Records Manager, to +formulate a Fileplan for all of ENA's business records. The approach we're +taking to develop this Fileplan is to perform a generic inventory of each +ENA organization's records. Now, we generally meet with an executive (usually +a vice president, director or manager) within each group to first explain +this project and seek permission to perform the inventory. We'll then ask +that executive to designate someone within his/her area to serve as our +working contact. The contact is usually someone who is very familiar with +their department's record, and can be a manager or support staff. + +There are a number of reasons we are working on this ENA Fileplan Project. +Enron, as I am sure you know, creates volumes of paper and electronic +records--much of it has never been captured on a records retention schedule. +Many departments are keeping records well beyond their legal retention +requirements, taking up valuable and expensive office space. The Fileplan, +once completed, will document what is being created, who has responsibility +for it, and how long it must be maintained. + +Enron has also invested in a software product called Livelink. Livelink is an +imaging system whereby you can scan your documents into it, index them, and +then use the ""imaged"" document viewable from your computer as the working +copy. After scanning, the paper can either be destroyed or transferred to +offsite storage, depending upon its retention requirements. + +During our inventory we will attempt to capture both paper and electronic +records. We'll also try to identify any computer systems your area uses, i.e. +MSA, SAP, etc.. The inventory itself is painless and non-invasive, in that we +do not open or look into file cabinets or desk drawers. It's simply an +interview process where the contact answers a few easy, simple questions. + + If you have any additional questions, please feel free to give me a call. +Thank you. + +Sara Bolken +X35150 + + +" +"arnold-j/_sent_mail/249.","Message-ID: <29929089.1075857599591.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 00:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: +Cc: dutch.quigley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dutch.quigley@enron.com +X-From: John Arnold +X-To: Sarah Wesner +X-cc: Dutch Quigley +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sarah: +Can you create a spreadsheet summarizing Enron's open futures interest broken +down by commodity and broker, including maintenance and initial margin for +all commodities (including rates, currencies, gas, crude, etc). +Also, can you create a list of all margin financing agreements in place and +the rates we pay. +Thanks, +John" +"arnold-j/_sent_mail/25.","Message-ID: <26583745.1075857594731.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 10:05:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Z/F !!!! wow. Who would have thunk it. Prompt gas at $6+ and Z/F as +wide as last year. Hard to think of a better scenario for it to flip. +Rather, hard to think of any scenario for any z/f to be contango. if it +couldn't do it this year.... +A lot of boys max withdrawing out of storage because that's what the curve +told them to do last bid week. Obviously, more gas trying to come out than +is being burned, so you have to incentivize an economic player, like an +Enron, to inject. Problem is if we stick it in the ground now, we're pulling +it out in G. When you had z/g at 35 back and cash getting priced off g, +cash/z looks awfully weak, thus putting a lot of pressure on z/f. Storage +economics will always dictate this market except maybe latter half of +winter. Buyers of h/j at 70 certainly hope so anyways. +Agree with you that back half of the winter should be strong. storage boys +are withdrawing today and buying that. bottom fishing in f/g yet or is it +going to zero? + + + + +slafontaine@globalp.com on 11/22/2000 06:50:46 AM +To: John.Arnold@enron.com +cc: +Subject: re:mkts + + + +agree on jan/feb-i cudnt resist sold a little yest at 39-will prob end up +buying +em back at +45 and piss away the rest of my month + +fyi-if you ever have a chance to speak on the phone feel free to call-my time +is +busy but managed only by me not paper flow and eol. so i dont bother you with +calls just an occasional email to give you the time to respond when you have +the +time. im also susprised about dec/jan-mad a few bucks trading it both ways but +one cant help wonder given these loads-gass crazy out west-the so called +impact +of husbanding by end users yet the frontn of the curve still cant backwardate +at +all-indeed makes all the sprds look very rich agaon. + also will be curious how these ""loan deals"" by pipes work ouut. man these +guys cud really be getting themselves in trouble-another big reason dec cash +hasnt been able to go over jan-but i think it will make them strong longs in +the +back of the mkt?? ie are they taking the gas back in march, april?? shud keep +that part of the curve very strong agree? + be cool my man-talk later + + + +" +"arnold-j/_sent_mail/250.","Message-ID: <3725227.1075857599613.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.milligan@enron.com +Subject: Re: stock option grant agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Milligan +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jennifer: +I'll be here, 3221F, tomorrow from 7:00 - 8:00 and 8:30-9:00 am. +Thanks +John + + + + +Jennifer Milligan +08/21/2000 11:15 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: stock option grant agreement + +John, + +I am a new generalist on your Human Resources team and I would like to +deliver your Stock Option Grant Agreement. We are required to deliver these +documents in person, so please email me with your current EB location or call +me with a convenient delivery time. + +Thanks, +Jennifer +X35272 + +" +"arnold-j/_sent_mail/251.","Message-ID: <30874800.1075857599634.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:10:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +And I'm expecting the same from you. + + + + +Brian Hoskins +08/21/2000 12:52 PM +To: John Arnold/HOU/ECT@ECT +cc: Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Peter F +Keavey/HOU/ECT@ECT +Subject: Re: + +John, + +I trust you have set a good example for all of us to follow by contributing +20% of your gross income. Don't let us down. + +Brian + + + + + +John Arnold +08/21/2000 12:49 PM +To: Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Peter F +Keavey/HOU/ECT@ECT, Brian Hoskins/HOU/ECT@ECT +cc: +Subject: + +Dear fellows, +Please remember to fill out your pledge card for United Way (even if you +don't plan on contributing) if you haven't done so thus far. +Thanks, +John + + + + +" +"arnold-j/_sent_mail/252.","Message-ID: <27039998.1075857599657.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, larry.may@enron.com, peter.keavey@enron.com, + brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, Larry May, Peter F Keavey, Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dear fellows, +Please remember to fill out your pledge card for United Way (even if you +don't plan on contributing) if you haven't done so thus far. +Thanks, +John" +"arnold-j/_sent_mail/253.","Message-ID: <34295.1075857599679.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Bi-weekly Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +1. Vacation is fine. +2. Please put meeting below on calendar. +3. I am going to analyst presentation at Vanderbilt. Find out when it is and +put on calendar. +4. Can you find out who is on the ENA management committee meeting I went to +along with their title and responsibilities. +5. Can you schedule a meeting for Tuesday or Wednesday late afternoon with +Phillip, Hunter, and Fletch about EOL +Thanks. +---------------------- Forwarded by John Arnold/HOU/ECT on 08/21/2000 12:26 +PM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 08/18/2000 05:26 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Sally Beck/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, +Ted Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT +cc: Rita Hennessy/NA/Enron@Enron, Cherylene R Westbrook/HOU/ECT@ECT, Patti +Thompson/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Laura Harder/Corp/Enron@Enron, +Kimberly Brown/HOU/ECT@ECT +Subject: Bi-weekly Meeting + +Please mark your calendars for the following Bi-Weekly Meeting, on Tuesdays, +starting on August, 29th. + + Date: Tuesday, August 29 + + Time: 3:00 pm - 4:00 pm + + Location: EB32C2 + + Topic: Var, Reporting and Resources Meeting + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + +" +"arnold-j/_sent_mail/254.","Message-ID: <5983326.1075857599700.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.thomas@enron.com +Subject: Re: trading the dots time again? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Buckner Thomas +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +does the arnolds' worldwide notoriety surprise you? + + + + +John Buckner Thomas +08/21/2000 12:20 PM +To: John Arnold/HOU/ECT@ECT +cc: Matthew Arnold/HOU/ECT@ECT +Subject: Re: trading the dots time again? + + +season started saturday. ends in may. i'm pretty open..... bring it. +arsenal v liverpool tonite. + +me and hugh grant are neighbors (notting hill)... and he's been asking about +the arnolds... + +or something. + + + + +John Arnold +21/08/2000 18:16 +To: John Buckner Thomas/LON/ECT@ECT +cc: + +Subject: Re: trading the dots time again? + +when are we invited?? + + + +John Buckner Thomas +08/21/2000 11:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: trading the dots time again? + + + +when are you and your brother coming over to watch some premier league? + + + + + + + +" +"arnold-j/_sent_mail/255.","Message-ID: <32690522.1075857599721.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.thomas@enron.com +Subject: Re: trading the dots time again? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Buckner Thomas +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +when are we invited?? + + + + +John Buckner Thomas +08/21/2000 11:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: trading the dots time again? + + + +when are you and your brother coming over to watch some premier league? + +" +"arnold-j/_sent_mail/256.","Message-ID: <9349435.1075857599743.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 04:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Is that hugs or kisses? + + + + +John J Lavorato@ENRON +08/21/2000 10:42 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +XXXX XXX + +" +"arnold-j/_sent_mail/257.","Message-ID: <562455.1075857599764.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 01:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: phillip.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Due to VAR reasons, you and I both need to sell today. Vol and price are +going up, implying Enron can carry fewer contracts today than Friday. Have +your desk net sell 400 today. +John" +"arnold-j/_sent_mail/258.","Message-ID: <24389999.1075857599785.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 01:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Had Carlos Franco just shot a 49 yesterday instead of a 70, you would have +won." +"arnold-j/_sent_mail/259.","Message-ID: <21774435.1075857599806.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 23:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey, +Can you add Whalley and/or Andy Zipper to Pedrone's interview schedule. He +can come in earlier if necessary. + +If you need to talk to him, he is staying at the Omni and his cell number is +917-699-2222. + +John" +"arnold-j/_sent_mail/26.","Message-ID: <15756887.1075857594753.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 09:50:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Nat Gas intraday update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please tell me he's not analyzing bollinger bands. +---------------------- Forwarded by John Arnold/HOU/ECT on 11/27/2000 05:42 +PM --------------------------- + + +""Bob McKinney"" on 11/27/2000 09:46:13 AM +To: ""Capstone"" +cc: +Subject: Nat Gas intraday update + + + +Attached please find a follow up to today's Natural Gas market analysis. +? +Thanks, +? +Bob + - 11-27-00 Nat Gas intraday update 1.doc +" +"arnold-j/_sent_mail/260.","Message-ID: <18299863.1075857599828.JavaMail.evans@thyme> +Date: Fri, 18 Aug 2000 00:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I had a dream that you were laid off yesterday, the day before your deal. + +Just checking on Saturday with third eye blind..." +"arnold-j/_sent_mail/261.","Message-ID: <5880962.1075857599849.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 08:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +If J. Franco wins, you win $2425 +If he loses, you lose $75" +"arnold-j/_sent_mail/262.","Message-ID: <23537432.1075857599870.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 07:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: FW: Bumping into the husband.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/17/2000 02:20 +PM --------------------------- + +08/17/2000 02:12 PM +Brenda Flores-Cuellar@ENRON +Brenda Flores-Cuellar@ENRON +Brenda Flores-Cuellar@ENRON +08/17/2000 02:12 PM +08/17/2000 02:12 PM +To: Jeffrey A Shankman/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: FW: Bumping into the husband.... + +This is too funny. + +-Bren + + + - hyundai.mpeg + + +" +"arnold-j/_sent_mail/263.","Message-ID: <20424636.1075857599891.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 06:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: louise.kitchen@enron.com, andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Louise Kitchen, Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Web server noticeably slow today. I'm getting a lot of bad failed trades +(2-3 seconds behind when I change a price). +Not necessarily slower than yesterday, but definitely slower than a month +ago." +"arnold-j/_sent_mail/264.","Message-ID: <15030394.1075857599913.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 04:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +z/f trading 4" +"arnold-j/_sent_mail/265.","Message-ID: <18076120.1075857599934.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 05:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks...anxiously awaiting + + + + +Andy Zipper@ENRON +08/16/2000 09:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Yeah yeah I know.... + +The roll out for phase II EOL is (for now) 8/28/00. Options are qeued next +after that. Unfortu ately I wish I could give you a hard date, but it is out +of my hands and in Jay Webb's shop. I am pushing as hard as I can but Louise +has set phase II as the priority. I know this sounds like a lame excuse, but +I don't know what else to say. The application is built, it just needs to be +tested. Please don't get too frustrated and keep the pressure up on us. + +Andy + + + +" +"arnold-j/_sent_mail/266.","Message-ID: <3530319.1075857599955.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 00:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Just checking on the options. Any idea on rollout date? +John" +"arnold-j/_sent_mail/267.","Message-ID: <9845401.1075857599977.JavaMail.evans@thyme> +Date: Sat, 12 Aug 2000 05:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Congrats on your new job.." +"arnold-j/_sent_mail/268.","Message-ID: <14753380.1075857600000.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 11:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: soblander@carrfut.com +Subject: Re: daily charts 8/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: SOblander@carrfut.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Scott: +Congrats on some great tech analysis of late. You've called it near +perfectly over the past month. + +John + + + + +SOblander@carrfut.com on 08/10/2000 07:04:53 AM +To: soblander@carrfut.com +cc: +Subject: daily charts 8/10 + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now in the most recent version of Adobe Acrobat 4.0 and they +should print clearly from Adobe Acrobat Reader 3.0 or higher. Adobe Acrobat +Reader 4.0 may be downloaded for FREE from www.adobe.com. + +(See attached file: ngas.pdf)(See attached file: crude.pdf) + - ngas.pdf + - crude.pdf + +" +"arnold-j/_sent_mail/269.","Message-ID: <26372332.1075857600021.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 10:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: susan.wood@enron.com +Subject: suicide at press conference +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Susan Wood +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/09/2000 05:47 +PM --------------------------- + + +""Zerilli, Frank"" on 08/09/2000 08:49:34 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: suicide at press conference + + + + + suicide + + - suicide.avi +" +"arnold-j/_sent_mail/27.","Message-ID: <14429941.1075857594774.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 09:49:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: not good for the under +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +good seats sill available + + + + + Matthew Arnold + + 11/27/2000 12:33:48 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: not good for the under + +guess who is a sponsor of the galleryfurniture.com bowl? tickets available +in the energizer for $8. + +" +"arnold-j/_sent_mail/270.","Message-ID: <19303659.1075857600043.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: pamela.sonnier@enron.com +Subject: Re: Carr Futures Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Pamela Sonnier +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I will not be able attend but Errol will be there in my place. +Thanks, +John + + +PAMELA +SONNIER +08/09/2000 10:27 AM + +To: David P Dupre/HOU/ECT@ECT, Larry Joe Hunter/HOU/ECT@ECT, Dutch +Quigley/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON, Dart +Arnaez/HOU/ECT@ECT, DeMarco Carter/Corp/Enron@ENRON, Aneela +Charania/HOU/ECT@ECT, Theresa T Brogan/HOU/ECT@ECT, Shifali +Sharma/NA/Enron@Enron, Bob Bowen/HOU/ECT@ECT, John Weakly/Corp/Enron@ENRON, +Curtis Smith/HOU/ECT@ECT, Jeremy Wong/HOU/ECT@ECT, Jennifer K +Longoria/HOU/ECT@ECT, Patricia Bloom/HOU/ECT@ECT, Bob Klein/HOU/ECT@ECT, +Gerri Gosnell/HOU/ECT@ECT, Spencer Vosko/HOU/ECT@ECT, John +Wilson/NA/Enron@ENRON, John Arnold/HOU/ECT@ECT +cc: Jefferson D Sorenson/HOU/ECT@ECT, Maria Sandoval/HOU/ECT@ECT +Subject: Carr Futures Presentation + +Your attendance is requested for this Carr presentation Friday, August 11th +in 32C2 at 11:30a. + +Jeff Koehler, Senior VP of Global Client Services along with Scott Oblander, +Assistant VP, Energy Division and Hamilton Fonseca, VP, Customer Support +will be in our office on Friday. +These gentlemen will be here to demonstrate Carr's electronic clearing +capabilities. +This presentation is for Enron's mid/back office and IT personnel that are +involved in exchange traded futures and options. The presentation is real +time via the internet and takes approximately 1 1/2 to 2 hours depending on +the number of questions that are raised. +Lunch will be served and we look forward to seeing each of you present. If +for any reason you are unable to attend please inform me that I might order +lunch accordingly. + +Thank You. + +Pamela Sonnier +(x3 7531) + +" +"arnold-j/_sent_mail/271.","Message-ID: <32362043.1075857600064.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 04:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx + + + + +Liz M Taylor +08/09/2000 08:54 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hi Johnny, + +I was out yesterday and did not receive your message until now. However, I +did not have any tickets. I'll make it up to you. Let me know when you +would like to attend a game. + +Liz + + + +John Arnold +08/08/2000 01:45 PM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: + +Hey: +Do you have any extras for tonight's game? +John + + +PS. How's you bowl + + + + +" +"arnold-j/_sent_mail/272.","Message-ID: <25081271.1075857600086.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 10:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: Forward-forward Vol Implementation Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello, +Just checking to see if things are progressing as scheduled. +Thanks, +John + + + + + + From: Vladimir Gorny 07/31/2000 06:35 PM + + +To: John J Lavorato/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Debbie R Brackett/HOU/ECT@ECT, Frank +Hayden/Corp/Enron@Enron, Stephen Stock/HOU/ECT@ECT +cc: +Subject: Forward-forward Vol Implementation Plan + +Plan of action for implementation of the VaR methodology change related to +forward-forward volatilities: + +1. Finalize the methodology proposed (Research/Market Risk) - Done + +2. Testing of the new methodology for the Natural Gas Desk in Excel (Market +Risk) - Done + +3. Get approval for the methodology change from Rick Buy (see draft of the +memo attached) - John Lavorato and John Sherriff - by 8/7/00 + + + + - John Lavorato, any comments on the memo? + - Would you like to run this by John Sherriff or should I do it? + +4. Develop and implement the new methodology in a stage environment +(Research/IT) - by 8/14/00 + +5. Test the new methodology (Market Risk, Traders) - by 8/27/00 + +6. Migrate into production (Research/IT) - 8/28/00 + +Please let me know if this is reasonable and meets everyone's expectations. +Vlady. + +" +"arnold-j/_sent_mail/273.","Message-ID: <30155775.1075857600109.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 10:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Reuters Story on E-Exchange +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/08/2000 05:54 +PM --------------------------- + + +""Zerilli, Frank"" on 08/08/2000 08:17:19 AM +To: ""David D'alessandro (E-mail)"" , +""'jarnold@enron.com'"" +cc: ""Glynn,Kevin"" , ""Wolkwitz, Rick"" +, ""Kelly, Joseph"" +Subject: Reuters Story on E-Exchange + + +By Fiona O'Brien + LONDON, Aug 8 (Reuters) - The head of the largest yet Internet +exchange for energy products said it will combine traditional anonymity +with transparency to give traders a better overview of market activity. + The InterContinentalExchange (ICE), an Atlanta-based venture +initiated by seven major oil companies and banks is due to launch August +24 for trade in precious metals swaps, with energy products trade to go +live soon afterwards. + While market transparency will increase as dealers used to +over-the-counter (OTC) telephone-based market trade on a screen, users +of the ICE will remain nameless up until the point of trade, Jeffrey +Sprecher, ICE's chief executive officer told Reuters in an interview. + ""As soon as you hit the deal, the system reveals both +counterparties,"" he said. ""The real strength is that you (still) get the +ability to manage your own counterparties. + ""You can list all of the people you want to do business with and put +in the credit terms under which you will do business."" + This information will then be processed by what Sprecher called a +""giant matrix"" within the system. + ""(At the moment) people in the over-the-counter market aren't sure +they have ever seen the entire market,"" he said. + ""(On the ICE), deals you can do will appear in white and deals you +can't do will be in grey, but you can see the entire market."" + Giving players a fuller complement of figures than they are currently +aware of in a telephone-dominated market should increase market +transparency, as they can keep abreast of the activities of dealers who +fall outside their own trading criteria, Sprecher said. + The exchange is expected to function in real time around the clock +and will be accessible via the public internet or a private network +connection. + Initial liquidity will be provided by founder members BP Amoco +, Deutsche Bank , Goldman Sachs , Morgan Stanley +Dean Witter , Royal Dutch/Shell , Societe Generale + and TotalfinaElf . + Shell runs the industry's largest international oil trading operation +and Goldman Sachs' J.Aron commodities arm last year was dominant +internationally in unregulated OTC oil derivatives. + Late in July the original cast was joined by six gas and power +companies, American Electric Power Utilicorp's Aaquila Energy + Duke Energy El Paso Energy , Reliant Energy + and Southern Company Energy Marketing . + Sprecher said continued liquidity would be ensured by the fact that +the founding members will pay fees even if they do not trade and will +face additional penalties if they fail to live up to their commitment to +trade a minimum volume. + + TRADERS STILL TO DO OWN CLEARING + As well as increasing awareness of market moves, Sprecher believes +trading over the Internet could boost trading profits. +""The economics (of the system) will be driven by the fact that a +paperless back office can really save a lot of money,"" he said. + However such savings on trading the ICE appear some way off given +that dealers will initially have to continue using their own clearing +systems, as they do in current OTC systems. + Under the ICE, once a deal has been struck both counterparties will +receive an electronic deal ticket which will then go through those +players' own risk management systems. + But the exchange is eager to look at ways of introducing its own +clearing system. + ""No one really knows how at the moment,"" Sprecher said. ""There might +be some hybrid between traditional exchange clearing and what now exists +peer to peer."" + In terms of participation costs, no membership fees will be incurred +except those associated with trading. Membership is open to any +commercial market participant. + Each product will have its own published commission schedule, which +Sprecher assessed at ""slightly below the best prices someone would pay +in the voice broker business"". ((London newsroom +44 20 7542 7930) + +For related news, double click on one of the following codes: +[O] [E] [ACD] [U] [ELE] [ELN] [UKI] [EMK] [MD] [CRU] [PROD] [ELG] [NGS] +[WWW] [US] [GB] [FR] [DE] [BNK] [DRV] [EUROPE] [WEU] [MEAST] [LEN] +[RTRS] +[BPA.L\c] [DBKGn.DE\c] [GS.N\c] [MWD.N\c] [SHEL.L\c] [SOGN.PA\c] + +For related price quotes, double click on one of the following codes: + + +Tuesday, 8 August 2000 13:24:31 +RTRS [nL08439249] + + +" +"arnold-j/_sent_mail/274.","Message-ID: <21976298.1075857600131.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 07:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: george.ellis@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: george.ellis@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +67 + + + + +george.ellis@americas.bnpparibas.com on 08/08/2000 09:32:47 AM +To: george.ellis@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Weekly AGA Survey + + + + + +Good Morning, + +Here are this week's stats: + +AGA Last Year +45 +5 yr AVG +67 +Lifetime High +80 1996 +Lifetime Low +45 1999 +Gas in STGE 1920 +5yr AVG 2132 ++/- to 1999 -386 ++/- to 5yr AVG -212 + + +Please have your estimates in by Noon (11:00 CST) tomorrow. Thanks. + +(Embedded image moved to file: pic24924.pcx) + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + + - pic24924.pcx + +" +"arnold-j/_sent_mail/275.","Message-ID: <22011573.1075857600154.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 06:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Do you have any extras for tonight's game? +John + + +PS. How's you bowl" +"arnold-j/_sent_mail/276.","Message-ID: <10896884.1075857600175.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 03:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: Re: HeHub Basis Sep00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yes, I managed it while she was on vacation. + + + + +David Forster@ENRON +08/07/2000 10:01 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: HeHub Basis Sep00 + +I note that Sandra Brawner is managing this product today, but your ID had it +Friday night. + +Does this sound right? + +Dave + +---------------------- Forwarded by David Forster/Corp/Enron on 08/07/2000 +10:01 AM --------------------------- + + +David Forster +08/04/2000 08:18 PM +To: John Arnold/HOU/ECT@ECT +cc: + +Subject: HeHub Basis Sep00 + +Was live as of 8:15 this evening. + +I suspended it. + +Dave + + + +" +"arnold-j/_sent_mail/277.","Message-ID: <3841980.1075857600197.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jpotieno@cmsenergy.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: jpotieno@cmsenergy.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +JP: +Hope things are going well. +I'm trying to get the email address of your new partner, Tracy. +If you have, can you forward? +Thx, +John" +"arnold-j/_sent_mail/278.","Message-ID: <13443589.1075857600218.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 09:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Houston Street +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Although I would prefer to see the counterparty name for failed transactions, +it is not of great importance and I certainly understand a third party system +not supplying us with that info. + + + + +Andy Zipper@ENRON +07/31/2000 01:51 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Houston Street + +John, + +As you are probably aware we did a click through deal with Houston Street, +whereby EOL prices would be posted on their platform. The initial thought was +that this would be transparent to the trading desks; they wouldn't care +whether the trade came from Houston Street, True Quote or EOL (although we +could make the platform name available to you if you so desired.) This still +will be the case except for one problem: Houston Street does not want us to +reveal the counterparty name to the trader in the event of a failed +transaction. I don't know whether this is an issue for you or not, but I +would like to know. We will probably run into this issue with any platform we +deal with for obvious anonymity reasons. I would really appreciate your +thoughts/concerns. + +-Andy + +" +"arnold-j/_sent_mail/279.","Message-ID: <24425266.1075857600240.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 09:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: phil.clifford@enron.com +Subject: Re: west africa +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Phil Clifford +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx + + + + +Phil Clifford +08/02/2000 04:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: west africa + + +thought you might find this interesting. looks like heavy tropical wave +moving off the coast. + +http://www.intellicast.com/Tropical/World/UnitedStates/AtlanticLoop/ + +" +"arnold-j/_sent_mail/28.","Message-ID: <26144738.1075857594796.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 09:48:00 -0800 (PST) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Service Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The agreement is fine. I'll mail it out. + + + + +""Mark Sagel"" on 11/27/2000 03:16:15 PM +To: ""John Arnold"" +cc: +Subject: Service Agreement + + + +John: +? +Thanks again for the opportunity to provide my technical service.? Attached +is an agreement that covers our arrangement.? Let me know if you have any +questions.? If it's ok, please sign and fax back to me at (410)308-0441.? I +look forward to working with you.? +? +Mark Sagel +Psytech Analytics +(410)308-0245 + - Agree-Enron.doc + +" +"arnold-j/_sent_mail/280.","Message-ID: <10527391.1075857600262.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 09:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: barbara.lewis@enron.com +Subject: Re: SCHEDULE - Stephen Bennett +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Barbara Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am leaving early on Friday. If they want I'll try to talk to the kid for +15 minutes around lunch. +John +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 03:55 +PM --------------------------- + + +Kevin G Moore +08/01/2000 01:22 PM +To: Toni Graham/Corp/Enron@ENRONVince J Kaminski/HOU/ECT@ECT, Mike A +Roberts/HOU/ECT@ECT, Jose Marquez/Corp/Enron@ENRON, Shirley +Crenshaw/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Kimberly Hillis/HOU/ECT@ectBETTY CONEWAY +cc: +Subject: Re: SCHEDULE - Stephen Bennett + +Hello, +I have several changes. + +Vince Kaminski 9:00-10:00 Conf.EB19C1 + +Toni Graham 10:00-11:00 Conf.EB32C2 + +Mike Roberts and Jose Marquez - Lunch + +Mark Tawney 1:00-1:30 Conf.EB32C2 + +Grant Masson 1:45-2:10 Conf.EB19C1 + +Stinson Gibner 2:15-2:30 Conf.EB19C1 + +Maureen Raymond 2:30-2:45 Conf.EB19C1 + +Hunter Shively 3:00-3:15 EB3241 + +Jeff Shankman 3:15-3:30 EB3241 + +John Arnold 3:30-3:45 EB3241 + + +Please call me at x34710 with any questions or new information. + + + Thanks + Kevin +Moore +" +"arnold-j/_sent_mail/281.","Message-ID: <1344885.1075857600283.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 08:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: mailreply@idrc.org +Subject: Re: Sydney Olympics & IDRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: mailreply @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take me off email list. + + + + +mailreply on 08/03/2000 09:15:53 AM +To: jarnold@ei.enron.com +cc: +Subject: Sydney Olympics & IDRC + + +Planning to attend the Olympics in Sydney, Australia? + +Here is a networking opportunity for our international IDRC visitors to +experience some warm Aussie hospitality. + +The Sydney Chapter would love to offer our international IDRC members an +opportunity to combine the Olympics with a real Aussie Bush Barbeque in one +of our National Parks close to Sydney. + +The Chapter has set aside Thursday, 14 September 2000 for an IDRC +International ""Wine & Wisdom"" event in the form of a Bush BBQ. The time is +4:00 - 6:00 pm for a BBQ, a little informal information sharing, and some +warm Aussie hospitality. + +Just let us know who you are, how we can contact you, your particular social +or business interest, and we will be in touch with more detail. It's then up +to you! + +Contact John Fox, IDRC Australia Regional Director, tel (612) 9977 0732, +email: john.fox@idrc.org + +Regards, + +Bruce Richards +Australia Regional Council Chair + +John Fox +Australia Regional Director + +Visit our website for news and information www.idrc.org + +" +"arnold-j/_sent_mail/282.","Message-ID: <21351833.1075857600305.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 08:51:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The following is a summary of the trades EES did today: + + # buys # sells +Sep 5 / day 5 / day +Oct 4 / day +Nov-Mar 3 / day 2 / day +Apr-Oct 1.5 / day 2.5 / day + +Total contracts traded = 2045 + +Thought you should know... +John" +"arnold-j/_sent_mail/283.","Message-ID: <29161590.1075857600326.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 08:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com, david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster, David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +There is one feature that has not been transferred to the new stack manager. +When I sort by both counterparty and product at the bottom of the screen, the +position summary does not sort by both product and counterparty, just by +product. It would be very useful if you can replace this. +Thanks, +John" +"arnold-j/_sent_mail/284.","Message-ID: <22811141.1075857600347.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 02:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +z/f 10/12" +"arnold-j/_sent_mail/285.","Message-ID: <27476071.1075857600368.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: coopers@epenergy.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: coopers@epenergy.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Do you have JP's email address? + +John" +"arnold-j/_sent_mail/286.","Message-ID: <14243095.1075857600390.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: sgtcase@aol.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sgtcase@aol.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:34 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/_sent_mail/287.","Message-ID: <6380151.1075857600411.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:31 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/_sent_mail/288.","Message-ID: <24788979.1075857600433.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:24 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/_sent_mail/289.","Message-ID: <16558816.1075857600454.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: fzerilli@powermerchants.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: fzerilli@powermerchants.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:22 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/_sent_mail/29.","Message-ID: <19333921.1075857594817.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 13:01:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +who were you trying to bet on?? + + + + +John J Lavorato@ENRON +11/26/2000 08:55 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +That's cheap + +" +"arnold-j/_sent_mail/290.","Message-ID: <3574764.1075857600475.JavaMail.evans@thyme> +Date: Wed, 2 Aug 2000 09:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.dupre@enron.com +Subject: Re: Guest +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David P Dupre +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +That is fine...Just make sure you ensure the confidentiality of the floor is +not compromised. Do not let him see any EOL entry screens. +Thanks, +John + + + + +David P Dupre +08/02/2000 02:09 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guest + +I have a friend at Prudential Securities who is interested in visiting the +trading floors this week. + +He is in my capacity (back office) at Pru. + +Please let me know, + +Thanks +David +3-3528 +Steno: 275 + +" +"arnold-j/_sent_mail/291.","Message-ID: <18626346.1075857600497.JavaMail.evans@thyme> +Date: Wed, 2 Aug 2000 03:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: baby +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/02/2000 10:46 +AM --------------------------- + + +""Zerilli, Frank"" on 08/01/2000 02:58:03 PM +To: ""Kelly, Joseph"" , ""Marcotte, Tom"" +, ""Lynch, Justin"" , +""Fioriello, John"" , ""Dennis, Robert"" +, ""Glynn,Kevin"" , +""Leo, Andre"" , ""Sergides, Melissa"" +, ""Bill Horton (E-mail)"" , +""Lew G. Williams (E-mail)"" , ""Lew G. Williams +(E-mail 2)"" , ""Christine Zerilli (E-mail)"" +, ""Sharon C. Zerilli (E-mail)"" +, ""Stacey & Dave Hoey (E-mail)"" , +""Jeannine & Rob Votruba (E-mail)"" , ""Pat Creem +(E-mail)"" , ""josh Faber (E-mail)"" +, ""Jason D'alessandro (E-mail)"" , +""David D'alessandro (E-mail)"" , ""Eric Carlstrom +(E-mail)"" , ""Sean Jacobs (E-mail)"" + +cc: ""'jarnold@enron.com'"" +Subject: baby + + + + + baby + + - baby.mpg +" +"arnold-j/_sent_mail/292.","Message-ID: <23708067.1075857600519.JavaMail.evans@thyme> +Date: Wed, 2 Aug 2000 01:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily crude & nat gas charts and nat gas strip matrix 8/2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/02/2000 08:02 +AM --------------------------- + + +SOblander@carrfut.com on 08/02/2000 06:41:29 AM +To: soblander@carrfut.com +cc: +Subject: daily crude & nat gas charts and nat gas strip matrix 8/2 + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now in the most recent version of Adobe Acrobat 4.0 and they +should print clearly from Adobe Acrobat Reader 3.0 or higher. Adobe Acrobat +Reader 4.0 may be downloaded for FREE from www.adobe.com. + +Mike Heffner will be on vacation the rest of this week. No charts until +Monday. + +(See attached file: Stripmatrix.pdf)(See attached file: ngas.pdf)(See +attached file: crude.pdf) + - Stripmatrix.pdf + - ngas.pdf + - crude.pdf +" +"arnold-j/_sent_mail/293.","Message-ID: <2612496.1075857600540.JavaMail.evans@thyme> +Date: Tue, 1 Aug 2000 08:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: barbara.lewis@enron.com +Subject: Re: SCHEDULE - Stephen Bennett +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Barbara Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/01/2000 03:34 +PM --------------------------- + + +Kevin G Moore +08/01/2000 01:22 PM +To: Toni Graham/Corp/Enron@ENRONVince J Kaminski/HOU/ECT@ECT, Mike A +Roberts/HOU/ECT@ECT, Jose Marquez/Corp/Enron@ENRON, Shirley +Crenshaw/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Kimberly Hillis/HOU/ECT@ectBETTY CONEWAY +cc: +Subject: Re: SCHEDULE - Stephen Bennett + +Hello, +I have several changes. + +Vince Kaminski 9:00-10:00 Conf.EB19C1 + +Toni Graham 10:00-11:00 Conf.EB32C2 + +Mike Roberts and Jose Marquez - Lunch + +Mark Tawney 1:00-1:30 Conf.EB32C2 + +Grant Masson 1:45-2:10 Conf.EB19C1 + +Stinson Gibner 2:15-2:30 Conf.EB19C1 + +Maureen Raymond 2:30-2:45 Conf.EB19C1 + +Hunter Shively 3:00-3:15 EB3241 + +Jeff Shankman 3:15-3:30 EB3241 + +John Arnold 3:30-3:45 EB3241 + + +Please call me at x34710 with any questions or new information. + + + Thanks + Kevin +Moore +" +"arnold-j/_sent_mail/294.","Message-ID: <19028488.1075857600561.JavaMail.evans@thyme> +Date: Tue, 1 Aug 2000 04:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fyi +jan red jan 32/33 with sep @392" +"arnold-j/_sent_mail/295.","Message-ID: <4517077.1075857600583.JavaMail.evans@thyme> +Date: Mon, 31 Jul 2000 08:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlade: +I have not heard back from you. What is the schedule for changing the VAR +process? +Please reply, +John" +"arnold-j/_sent_mail/296.","Message-ID: <18392979.1075857600604.JavaMail.evans@thyme> +Date: Mon, 31 Jul 2000 05:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fyi: +Jan Red Jan trading 28.5 with Sep @ 381" +"arnold-j/_sent_mail/297.","Message-ID: <27386106.1075857600625.JavaMail.evans@thyme> +Date: Mon, 31 Jul 2000 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +What's the update on Larry May's VAR issues. Again, this is a priority as +we will lose Lavorato's VAR soon. +Thanks, +John" +"arnold-j/_sent_mail/298.","Message-ID: <12154981.1075857600648.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: ALS Charity - It's Time to Collect +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Liz: +Come by anytime... +Thanks, +John + + + + +Liz M Taylor +07/25/2000 05:22 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ALS Charity - It's Time to Collect + +John, + +Thank you for sponsoring me for ALS (Lou Gehrig's disease). I need to turn +all funds in by Wednesday, July 26. Please make your check payable to +""MDA."" (Cash is also accepted.) Call me when ready and I'll come collect or +send to EB2801e. + +Many Thanks, + +Liz Taylor x31935 +EB2801e + +John Arnold $100.00 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/299.","Message-ID: <9384796.1075857600670.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 00:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: Re: FW: trading with Campbell +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: FW: trading with Campbell + +FYI. I spoke with Steve. Seems like they have not been successful with plan +A, i.e. to get their investors to give them authority to trade OTC as well as +futures. They have moved on to plan B which is to take one of their domestic +funds (approx. $500mm under mgt) off the floor (futures only) and into OTC +trading. Still has the rating problem with Enron, but I am trying to get him +to arrange a conference call with their CFO so I can discuss ways around it. +He will try to do so this week. Mind you, I left it at this point the last +time I spoke with him a couple of months ago and it seemed to stall. I'll +keep chasing it. Per + + + + +John Arnold +07/07/2000 08:50 AM +To: Per Sekse/NY/ECT@ECT +cc: +Subject: Re: FW: trading + +Per: +I've talked to him several times in the past. I told him that you would call +because of your experience with setting up funds. They have two main +problems. One is setting up their internal systems. Second, they have +credit problems with a BBB+. +Please call and introduce yourself. +Thanks, +john + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: FW: trading + +John, did you answer him or should I respond? Per + + + +John Arnold +06/26/2000 05:18 PM +To: Per Sekse/NY/ECT@ECT +cc: +Subject: FW: trading + + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/26/2000 04:17 +PM --------------------------- + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List + + + + + + + + + + + + +" +"arnold-j/_sent_mail/3.","Message-ID: <12097696.1075857594249.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 04:37:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remember when you said there is a reason they call them bear spreads? + +bring up a chart of f/g or g/h. +f/g is tighter now than anytime since march 99 when ff1 was worth 2.50 + + +amazing" +"arnold-j/_sent_mail/30.","Message-ID: <4106666.1075857594838.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 09:45:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Oak -11 or Atl +11 ???? + +Bet voided + + + + +John J Lavorato@ENRON +11/23/2000 09:42 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +250 per + +New England +6 +Over 37 1/2 NE/DET +Minn -7 1/2 +Buff +3 1/2 +Miami +5 1/2 +Phil +6 1/2 +Clev +16 +Chic +7 +Oak +11 +Jack +3 1/2 +Den -3 +KC -2 +Giants/Ariz over 38 + +Current 3730 + +" +"arnold-j/_sent_mail/300.","Message-ID: <24445499.1075857600692.JavaMail.evans@thyme> +Date: Mon, 24 Jul 2000 08:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: barbara.lewis@enron.com +Subject: Schedule Interview for Stephen Bennett +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Barbara Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 07/24/2000 03:16 +PM --------------------------- + + +Kevin G Moore +07/24/2000 01:09 PM +To: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Jose +Marquez/Corp/Enron@ENRON, Shirley Crenshaw/HOU/ECT@ECT, Jeffrey A +Shankman/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Barbara Lewis/HOU/ECT@ECT, Kimberly Hillis/HOU/ECT@ect +cc: +Subject: Schedule Interview for Stephen Bennett + +Friday , August 4,2000 + +Interview begins at 9:00 a.m. + + +9:00 a.m. Vince Kaminski - EB1962 + +10:00 a.m. John Lavarato - No Interview + +11:15 a.m. Mike Roberts / Jose Marquez + (Luncheon Interview) +3:00 p.m. Hunter Shively - EB32C2 + +3: 15 p.m. Jeff Shankman - EB32C2 + +3:30 p.m. John Arnold - EB32C2 + +3:45 p.m. Toni Graham- + +Itinerary and Resume will follow ...... + + + Thanks + Kevin Moore +Please note: DO NOT OFFER Mr. Bennett a position without JOHN LAVARATO +APPROVAL +" +"arnold-j/_sent_mail/301.","Message-ID: <15042778.1075857600714.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Stress Testing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +One of the most likely scenarios for a VAR blowout would be a severe cold +front hitting the country in the middle to latter part of the winter. In +such a circumstance, cash may separate from prompt futures similar to how +Midwest power traded $5000+ on specific days last year while prompt futures +were $200. The correlation between prompt and cash is normally very strong, +and is indicated by the small VAR associated with a spread position +currently. But in the winter that may change. +Another thing to keep in mind while developing this scenario is the +assymetric risk presented by having a spread position on. Assuming we enter +the winter with normal to below normal storage levels, a position of long +cash, short prompt futures has a long tail only on the positive p&l side. +While such a trade in an efficient market has expected payout of 0, the +payout probabilities may look like the following: + +20% $ -.05 +40% $ -.02 +20% $ 0 +19% $ .03 +1% $ 1 + + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 07/20/2000 02:12 PM + + +To: Fletcher J Sturm/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: Stress Testing + +RAC is working on developing some ""canned"" stress tests regarding VaR. For +example, one test could be called ""hurricane"", were the prompt month is +""stressed"" on both price and vols, holding all other inputs constant. + +Anyway, I would like to know of any likely/realistic stress scenarios you can +think of.... + +Let me know, +Frank + +" +"arnold-j/_sent_mail/302.","Message-ID: <24895032.1075857600736.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: VaR Methodology Change +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlady: +The plan looks good. Can you please attach a time schedule to the different +steps and send it back. +Thanks, +John + + + + + + From: Vladimir Gorny 07/17/2000 07:30 PM + + +To: John J Lavorato/Corp/Enron@Enron, Ted Murphy/HOU/ECT@ECT, Vince J +Kaminski/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: VaR Methodology Change + +Gentlemen, + +Below is a plan of action for moving along with the VaR methodology change +related to forward-forward volatility: + +1. Finalize the methodology proposed (Research/Market Risk) + + - determine the time period used to calculated forward-forward vols vs. +correlations (20 days vs. 60 days) + - stabilize the calculation for curves and time periods where the curve does +not change based on historical prices, implying volatility of 0% + +2. Get approval for the methodology change from Rick Buy (see draft of the +memo attached) - John Lavorato and John Sherriff + + + +3. Develop and implement the new methodology in a stage environment +(Research/IT) + +4. Test the new methodology (Market Risk, Traders) + +5. Migrate into production (Research/IT) + +Please let me know if this is reasonable and meets everyone's expectations. +Vlady. + +" +"arnold-j/_sent_mail/303.","Message-ID: <20595137.1075857600758.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: debbie.flores@enron.com +Subject: Re: FALL RECRUITING TEAM LISTINGS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Debbie Flores +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +VP +ENA +Nat Gas Trading +3-3230 + + + + + + Debbie Flores + 07/18/2000 09:01 AM + +To: James Armstrong/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: FALL RECRUITING TEAM LISTINGS + + + + +I am needing to update the following information for Beth Miertschin's Fall +Recruiting team listings. + +Please forward me the following: + +Title +Company +Business Unit/Function +Extension +Location + +Your response is greatly appreciated. + +Debbie Flores +Recruiting Coordinator +Analyst Program + + + +" +"arnold-j/_sent_mail/304.","Message-ID: <28515033.1075857600779.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: mary.cook@enron.com +Subject: Re: Give Up Agreements: Banc One +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mary Cook +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mary: +These agreements are acceptable. Please sign the give up agreements with +Banc One. +John + + + + +MARY COOK +07/19/2000 02:30 PM +To: John Arnold/HOU/ECT@ECT, Sarah Wesner/Corp/Enron@Enron +cc: +Subject: Give Up Agreements: Banc One + +I have received the executed counterparts of the Give Up Agreements from Banc +One for our signature contemplating several executing brokers. It is my +understanding that trades were recently pulled from Banc One and therefore, +these agreements may not now be warranted. John, please advise me regarding +whether you will want to sign these agreements with Banc One or not. Thank +you. Mary Cook ENA Legal + +" +"arnold-j/_sent_mail/305.","Message-ID: <27766231.1075857600800.JavaMail.evans@thyme> +Date: Fri, 21 Jul 2000 03:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.hodge@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey T Hodge +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +In regards to the antitrust training, can you please schedule that at least +one of the sessions starts at 3:00 or later to ensure participation by all. +Thanks, +John" +"arnold-j/_sent_mail/306.","Message-ID: <25574041.1075857600822.JavaMail.evans@thyme> +Date: Thu, 20 Jul 2000 00:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com +Subject: Re: New Counterparty Transaction +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Russell: +My risk group frequently uses the New Counterparty label for internal +counterparties that do not have a trading book. This transaction was a hedge +for the acquisition of the paper plant we announced recently. I'm not sure +who the internal group is that did the transaction. Dutch Quigley should be +able to help. +John. + + + + + +From: Russell Diamond + 07/19/2000 05:22 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: New Counterparty Transaction + +John + +A trade came across our morning report listed as a 'New Counterparty'. It +was about 17BCF Swap from Sep ""00 - Aug '07. Can you give me some details +on the counterparty. + +Thank you, + +Russell +Credit + + + +" +"arnold-j/_sent_mail/307.","Message-ID: <24198566.1075857600843.JavaMail.evans@thyme> +Date: Wed, 19 Jul 2000 03:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks. + + + + +Andy Zipper@ENRON +07/19/2000 08:27 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +By the version of EOL do you mean the new version of stack manager ? If you +do, we should have finished testing by today. That means we will roll out +today or tomorrow, but Louise wants a more developed roll out plan, so that +might slow things down a bit. Not to make excuses, but we have had some +serious technical problems with the new release and have had to redesign +whole parts of the back end of the system. The problem is around how many +things can be linked to a single product and stack manager performance, +obviously a serious issue. It has taken us, obviously, a lot longer than we +thought to fix it. I think there are still some minor issues that we should +discuss, but they should not get in the way of release. + +If you mean by new version, the phase II website version with sexy content, +we are scheduled (cum grano salis) to roll that out in mid august. + +any questions please feel free to call. + +-andy + +" +"arnold-j/_sent_mail/308.","Message-ID: <25585212.1075857600864.JavaMail.evans@thyme> +Date: Tue, 18 Jul 2000 08:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Is the new version of EOL coming out soon. I'm waiting to put new products +on until it comes... +John" +"arnold-j/_sent_mail/309.","Message-ID: <10616405.1075857600886.JavaMail.evans@thyme> +Date: Tue, 18 Jul 2000 01:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: ""Strike Out"" ALS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I think you're cheating trying to get a fixed amount.... I'll give $1 per +pin. +Good luck, +John + + + + +Liz M Taylor +07/17/2000 03:57 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: ""Strike Out"" ALS + +John, +Please a flat amount. Don't hold me to pins. Everyone is giving a flat +amount. I'm NOT a bowler. + +Liz + + + +John Arnold +07/17/2000 03:56 PM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: Re: ""Strike Out"" ALS + +Is it per game or point or what? + + + +Liz M Taylor +07/17/2000 02:33 PM +To: John J Lavorato/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Stephen R Horn/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT, Paul Racicot/Enron Communications@Enron +Communications, Jean Mrha/NA/Enron@Enron +cc: +Subject: ""Strike Out"" ALS + +Enron/MDA +Beach Bowl 2000 +To Benefit ALS Research + +I'm bowling to help ""strike out"" ALS (Lou Gehrig's disease). If you have not +sponsored someone else, I would very much like for you to sponsor me. The +event takes place on July 29. I will need all donations by July 26. + +Any donation is greatly appreciated and matched by Enron. + +Many Thanks, + +Liz + + + + + + + + +" +"arnold-j/_sent_mail/31.","Message-ID: <32838008.1075857594860.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 09:20:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +adams 30 631" +"arnold-j/_sent_mail/310.","Message-ID: <21020518.1075857600908.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 08:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: ""Strike Out"" ALS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Is it per game or point or what? + + + + +Liz M Taylor +07/17/2000 02:33 PM +To: John J Lavorato/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Stephen R Horn/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT, Paul Racicot/Enron Communications@Enron +Communications, Jean Mrha/NA/Enron@Enron +cc: +Subject: ""Strike Out"" ALS + +Enron/MDA +Beach Bowl 2000 +To Benefit ALS Research + +I'm bowling to help ""strike out"" ALS (Lou Gehrig's disease). If you have not +sponsored someone else, I would very much like for you to sponsor me. The +event takes place on July 29. I will need all donations by July 26. + +Any donation is greatly appreciated and matched by Enron. + +Many Thanks, + +Liz + + +" +"arnold-j/_sent_mail/311.","Message-ID: <30793972.1075857600929.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 02:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: james_naughton@em.fcnbd.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: james_naughton@em.fcnbd.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +The list I gave you is a list of brokers that can clear through you, NOT +brokers that you clear exclusively. You do not clear any of my brokers +exclusively. All trades that clear through you will be done on discretionary +trade-by trade basis. You MUST have your floor personnel reverse everything +they they told my brokers this morning. + +I am not happy. + +John" +"arnold-j/_sent_mail/312.","Message-ID: <10741607.1075857600950.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 00:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: james_naughton@em.fcnbd.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: james_naughton@em.fcnbd.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +The following are the authorized floor brokers to accept trades from: +Man +Paribas +SDI +Refco +Carr +the old Fimat group (don't know what their name is now) +Flatt Futures +ABN + +Thanks, +John" +"arnold-j/_sent_mail/313.","Message-ID: <11352651.1075857600972.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 00:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +The $5,000,000 extra VAR disappears in about a week. There MUST be a +band-aid to the term VAR curve before this expires. Again, the back of the +board is realizing 35-60% vol and it's being credited with 15% vol. +Thanks, +John" +"arnold-j/_sent_mail/314.","Message-ID: <13510871.1075857600995.JavaMail.evans@thyme> +Date: Sat, 15 Jul 2000 06:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: spower@houstonballet.org +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: spower@houstonballet.org +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +A recent posting on the Enron bulletin board indicated that you are looking +for academic tutors. I may be available to help at nights in math. Can you +please respond with details about the program, how old the kids are, the +commitment required, etc. +Thanks, +John Arnold" +"arnold-j/_sent_mail/315.","Message-ID: <14371860.1075857601017.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 10:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Market Opinion about AGA's +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Interesting observation...but I'm not sure I agree. I think consensus +opinion is that anything under 2.7 TCF is very dangerous entering the +winter. A month ago, analysts were predicting we would end the injection +season with around 2.6 - 2.7 in the ground. With the most recent AGA, those +projections seem to be closer to 2.7. With supply of gas very inelastic to +price in the short and medium term, you must look at the demand side of the +equation. The market is trying to price out the right amount of demand +(mostly through lost industrial load and fuel switching) such that supplies +will be stored rather than burned. Each AGA number is another data point as +to whether nat gas is high enough to price out enough demand to reach a +comfortable level in storage entering the winter. A low AGA number +indicates we haven't priced out enough demand and the market must go up. +Certainly, the 97 throws a curve in the bull argument, but the number may be +a function of very mild weather, a four day holiday weekend, and reporting +noise rather than indicative of a structural shift in the supply/demand +equilibrium. We'll know a lot more as the next two weeks' numbers come out. +If we get two low injections, watch out. + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 07/12/2000 04:39 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Market Opinion about AGA's + + + + +John, +I think the AGA's are not as important to bulls as to bears. In the +beginning of the season, AGA's were very important in framing the bull +case. The current expectation is that we will go into the winter under +stored. I don't believe any additional AGA news can significantly change +that expectation. + +However, I believe Bears, as evidenced today, will feed more heavily off of +bearish AGA news, than bulls will off bullish AGA news. + +At this juncture, I believe that the most potent bullish news has to come +from the physical market and weather. + +I hope you don't mind me expressing my view point on this issue. + +Thanks, +Frank + + + + + +" +"arnold-j/_sent_mail/316.","Message-ID: <23057737.1075857601038.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 07:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +Just following up on two topics. +One: Larry May's book continues to run at a VAR of 2,500,00 despite the fact +his P&L is never close to that. Can you check that his exotics book +positions are being picked up in his VAR calcs. + +Second: Have you looked into applying a band-aid to the understating longer +term Vol problem until we change formulas? + +John" +"arnold-j/_sent_mail/317.","Message-ID: <11256811.1075857601060.JavaMail.evans@thyme> +Date: Thu, 13 Jul 2000 05:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Screen shots +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Margaret: +As you can imagine, most information and procedures on the floor are +extremely confidential. We look at the gas market uniquely and using +different tools than anybody else. It is one of our competitive advantages. +I'm hesistant to approve the use of any documents for external purposes. +If you provide more information about what you're trying to show, who the +target audience is, and what format it will be presented, I may be able to +help you. +John + + + + +Margaret Allen@ENRON +07/13/2000 11:09 AM +To: Ann M Schmidt/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT +cc: +Subject: Screen shots + +Did you get this? My computer registered that it didn't go....delete if you +already did. + +---------------------- Forwarded by Margaret Allen/Corp/Enron on 07/13/2000 +11:03 AM --------------------------- + + +Margaret Allen +07/13/2000 10:45 AM +To: Ann M Schmidt/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT +cc: + +Subject: Screen shots + +John, + +Please look over this file and let me know if it is okay for us to use it as +the screen shot that is on all the monitors in the commercial. Please +include Ann on your response, as she will be passing it through legal since +I'm out of the office. + +Ann, +Once he gets this back to you, please run it by Mark Taylor. If he is okay +with it, email the final version back to me, because the crew in Toyko needs +it ASAP. + +Thanks! Margaret + +---------------------- Forwarded by Margaret Allen/Corp/Enron on 07/13/2000 +10:35 AM --------------------------- + + + + From: Kal Shah @ ECT 07/13/2000 09:17 AM + + +To: Margaret Allen/Corp/Enron@ENRON +cc: + +Subject: Screen shots + +Margaret -- It's critical that you get John Arnold's permission before using +the attached spreadsheet and graphs. They contain curves through July 12th. +Also, you may want to get legal permission from Mark Taylor. + +kal + +---------------------- Forwarded by Kal Shah/HOU/ECT on 07/13/2000 09:12 AM +--------------------------- + + + Heather Alon + 07/13/2000 09:08 AM + +To: Kal Shah/HOU/ECT@ECT +cc: +Subject: Screen shots + +Hi Kal, + Here are some screen shots, let me know if they will work for you. I think +we may need to double check with John Arnold- the trader- before using them +for sure. But I was told they would be okay. + + + +Heather + + + + + + + +" +"arnold-j/_sent_mail/318.","Message-ID: <13342827.1075857601087.JavaMail.evans@thyme> +Date: Wed, 12 Jul 2000 04:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: coopers@epenergy.com +Subject: Re: El Paso Energy Corporation Reports Record Second Quarter + Earnings Per Share +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Cooper, Sean"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Good job....I've got 10% of my portfolio in CGP. Keep up the good work. + + + + +""Cooper, Sean"" on 07/11/2000 08:03:41 PM +To: +cc: +Subject: El Paso Energy Corporation Reports Record Second Quarter Earnings +Per Share + + +http://biz.yahoo.com/prnews/000711/tx_el_paso_2.html + +Tuesday July 11, 5:42 pm Eastern Time +Company Press Release +SOURCE: El Paso Energy Corporation +El Paso Energy Corporation Reports Record Second Quarter Earnings Per Share +HOUSTON, July 11 /PRNewswire/ -- El Paso Energy Corporation (NYSE: EPG + - news ) today +announced second quarter 2000 adjusted diluted earnings per share of $0.69, +an increase of 73 percent over second quarter 1999 adjusted diluted earnings +per share of $0.40. The second quarter 2000 results exclude $0.13 per share +of one-time merger-related items. Diluted average common shares outstanding +for the second quarter 2000 totaled 242 million. Consolidated adjusted +earnings before interest expense and income taxes (EBIT) for the second +quarter increased by 55 percent to $408 million, compared with $263 million +in the year-ago period. +EBIT from the company's non-regulated businesses more than tripled in the +quarter to $246 million, and represented 60 percent of consolidated EBIT. +``Outstanding growth in Merchant Energy and continued strong performance in +our other non-regulated segments produced these record results,'' said +William A. Wise, president and chief executive officer of El Paso Energy +Corporation. ``Reflecting our long-standing strategy of building a portfolio +of flexible gas and power assets, Merchant Energy's earnings continued to +accelerate in the second quarter.'' +For the first six months of 2000, adjusted diluted earnings per share +increased 84 percent to $1.40 per share, compared with $0.76 for the first +six months of 1999. Consolidated EBIT for the six months, excluding +non-recurring items, increased 55 percent to $798 million compared with $515 +million in the year-ago period. +Second Quarter Business Segment Results +The Merchant Energy segment reported record EBIT of $152 million in the +second quarter 2000, compared with $6 million in the same period last year +and $50 million in the first quarter 2000. The physical and financial gas +and power portfolio developed over the past several years is creating +significant value in the current volatile energy environment. Enhanced +trading opportunities around our asset positions, continued strong wholesale +customer business, and management fees from Project Electron (the company's +off-balance sheet vehicle for power generation investments) all contributed +to the record second-quarter performance. +The Production segment reported a 30-percent increase in second quarter EBIT +to $52 million compared with $40 million a year ago, reflecting higher +realized gas and oil prices and lower operating costs following the +reorganization of its business in 1999. Weighted average realized prices for +the quarter were $2.26 per million cubic feet (MMcf) of natural gas and +$19.21 per barrel of oil, up 12 percent and 29 percent, respectively, from +the year-ago levels. Average natural gas production totaled 512 MMcf per day +and oil production averaged 14,275 barrels per day. +The Field Services segment reported second quarter EBIT of $30 million, +nearly double an adjusted $16 million in 1999. The increase was due +primarily to higher realized gathering and processing margins, together with +the acquisition of an interest in the Indian Basin processing plant in March +2000. Second quarter gathering and treating volumes averaged 4.1 trillion +Btu per day (TBtu/d), while processing volumes averaged 1.1 TBtu/d. +Coming out of one of the warmest winters on record, the Natural Gas +Transmission segment reported second quarter EBIT of $190 million compared +with an adjusted $187 million a year ago, reflecting the realization of cost +savings from the Sonat merger. Overall system throughput averaged 11.3 +TBtu/d. During the quarter, Southern Natural Gas received Federal Energy +Regulatory Commission approval of its comprehensive rate case settlement +filed in March. +The International segment reported second quarter EBIT of $12 million +compared with $16 million in 1999. Higher equity income from projects in +Brazil and Argentina largely offset lower equity earnings from the company's +investment in the Philippines. +Telecom Update +``We have made substantial progress in the development of our +telecommunications business, El Paso Global Networks,'' said William A. +Wise. ``Reflecting our market-centric approach to developing new businesses, +we have named Greg G. Jenkins, the current president of El Paso Merchant +Energy, to head our telecommunications business. Our expertise in building +businesses in rapidly commoditizing markets, as demonstrated by our Merchant +Energy success, provides us with a key competitive entry point in the +telecommunications marketplace.'' +Quarterly Dividend +The Board of Directors declared a quarterly dividend of $0.206 per share on +the company's outstanding common stock. The dividend will be payable October +2, 2000 to shareholders of record as of the close of business on September +1, 2000. There were 237,786,853 outstanding shares of common stock entitled +to receive dividends as of June 30, 2000. +With over $19 billion in assets, El Paso Energy Corporation provides +comprehensive energy solutions through its strategic business units: +Tennessee Gas Pipeline Company, El Paso Natural Gas Company, Southern +Natural Gas Company, El Paso Merchant Energy Company, El Paso Energy +International Company, El Paso Field Services Company, and El Paso +Production Company. The company owns North America's largest natural gas +pipeline system, both in terms of throughput and miles of pipeline, and has +operations in natural gas transmission, merchant energy services, power +generation, international project development, gas gathering and processing, +and gas and oil production. On May 5, the stockholders of both El Paso +Energy and The Coastal Corporation overwhelmingly voted in favor of merging +the two organizations. The combined company will have assets of $35 billion +and be one of the world's leading integrated energy companies. The merger is +expected to close in the fourth quarter of this year, concurrent with the +completion of regulatory reviews. Visit El Paso Energy's web site at +www.epenergy.com . +Cautionary Statement Regarding Forward-Looking Statements +This release includes forward-looking statements and projections, made in +reliance on the safe harbor provisions of the Private Securities Litigation +Reform Act of 1995. The company has made every reasonable effort to ensure +that the information and assumptions on which these statements and +projections are based are current, reasonable, and complete. However, a +variety of factors could cause actual results to differ materially from the +projections, anticipated results or other expectations expressed in this +release. While the company makes these statements and projections in good +faith, neither the company nor its management can guarantee that the +anticipated future results will be achieved. Reference should be made to the +company's (and its affiliates') Securities and Exchange Commission filings +for additional important factors that may affect actual results. + EL PASO ENERGY CORPORATION + + CONSOLIDATED STATEMENT OF INCOME + (In Millions, Except per Share Amounts) + (UNAUDITED) + + + Second Quarter Ended Six Months Ended + June 30, June 30, + 2000 1999 2000 1999 + + Operating revenues $4,227 $2,597 $7,333 $4,875 + Operating expenses + Cost of gas and other products 3,451 1,949 5,829 3,590 + Operation and maintenance 226 223 436 469 + Merger related costs + and asset impairment charges 46 131 46 135 + Ceiling test charges --- --- --- 352 + Depreciation, depletion, + and amortization 148 141 293 289 + Taxes, other than income taxes 36 36 77 76 + 3,907 2,480 6,681 4,911 + + Operating income (loss) 320 117 652 (36) + + Equity earnings and other income 42 64 100 113 + + Earnings before interest expense, + income taxes, and other charges 362 181 752 77 + + Interest and debt expense 127 110 250 212 + Minority interest 27 4 49 8 + + Income (loss) before income + taxes and other charges 208 67 453 (143) + + Income tax expense (benefit) 68 23 142 (52) + + Preferred stock dividends + of subsidiary 6 6 12 12 + + Income (loss) before extraordinary + items and cumulative effect + of accounting change 134 38 299 (103) + + Extraordinary Items, net + of income taxes --- --- 89 --- + + Cumulative effect of accounting + change, net of income taxes --- --- --- (13) + + Net income (loss) $134 $38 $388 $(116) + + Diluted earnings (loss) + per common share: + + Adjusted diluted earnings + per common share (a) $0.69 $0.40 $1.40 $0.76 + Extraordinary items --- --- 0.37 --- + Cumulative effect + of accounting change --- --- --- (0.06) + Merger related costs, + asset impairment, and other + non-recurring charges (0.13) (0.36) (0.13) (0.36) + Ceiling test charges --- --- --- (0.94) + Gain on sale of assets --- 0.05 --- 0.05 + Resolution of regulatory issues --- 0.08 --- 0.08 + Proforma diluted earnings (loss) + per common share $0.56 $0.17 $1.64 +$(0.47)(b) + + Reported diluted earnings (loss) + per common share $0.56 $0.17 $1.64 +$(0.51)(b) + + Basic average common shares + outstanding (000's) 229,539 226,877 229,064 226,471 + + Diluted average common shares + outstanding (000's) 241,710 237,955 240,117 237,161 + + (a) Adjusted diluted earnings per common share represents diluted +earnings + per share before the impact of certain non-recurring charges. +Second + quarter 2000 results exclude merger related charges of $(46) million + pretax, or $(31) million aftertax. Second quarter 1999 results + exclude merger related charges of $(131) million pretax, or + $(86) million aftertax, a gain on sale of assets of $19 million + pretax, or $12 million aftertax, and the resolution of regulatory + issues of $30 million pretax, or $20 million aftertax. Year-to-date + 2000 results exclude the extraordinary gain on the sale of the East + Tennessee and Sea Robin systems of $89 million aftertax and merger + related charges of $(46) million pretax, or $(31) million aftertax. + Year-to-date 1999 results exclude the cumulative effect of an + accounting change of $(13) million aftertax, merger related charges +of + $(135) million pretax, or $(86) million aftertax, ceiling test +charges + of $(352) million pretax, or $(222) million aftertax, a gain on sale + of assets of $19 million pretax, or $12 million aftertax, and the + resolution of regulatory issues of $30 million pretax, or $19 +million + aftertax. + (b) Proforma diluted loss per common share reflects reported diluted + earnings per share but assumes dilution. Reported diluted loss per + common share does not assume dilution because dilution would reduce + the amount of loss per share. +SOURCE: El Paso Energy Corporation + + + +****************************************************************** +This email and any files transmitted with it from El Paso +Energy Corporation are confidential and intended solely +for the use of the individual or entity to whom they are +addressed. If you have received this email in error +please notify the sender. +****************************************************************** + +" +"arnold-j/_sent_mail/319.","Message-ID: <8630740.1075857601109.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 01:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Per: +Can you give the Campbell fund read-only access to EOL. It may speed up the +process if they see they can trade pre-market. +John" +"arnold-j/_sent_mail/32.","Message-ID: <5107378.1075857594881.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 08:56:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +adams bot 1/2 6365" +"arnold-j/_sent_mail/320.","Message-ID: <1038499.1075857601130.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I spoke to Vlady this afternoon regarding the alternative VAR methodologies. +I think changing to a Riskmetrics historical VAR system is more defendable +and objective, will provide more consistent results, and will create more +realistic results. I understand Vince has a similar opinion. +John." +"arnold-j/_sent_mail/321.","Message-ID: <5754363.1075857601153.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: gregory.carraway@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gregory Carraway +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +8 pm to 2 am + + + + +Gregory Carraway@ENRON +07/10/2000 04:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +What time do the festivities begin? + +" +"arnold-j/_sent_mail/322.","Message-ID: <9718567.1075857601174.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 08:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Greg's always on vacation. You need to teach him some work habits. Next +Tuesday will work. +John + + + + +Liz M Taylor +07/10/2000 02:57 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hi John! + +Greg and Mary are on vacation this week in Germany. May I put you on the +calendar for Tuesday of next week? Greg will travel to Philly on Monday. + +Liz + + + +John Arnold +07/10/2000 12:36 PM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: + +Hey, +Can Greg fit me in for about 30 minutes tomorrow afternoon? + +--- Your secret admirer + + + + +" +"arnold-j/_sent_mail/323.","Message-ID: <30539828.1075857601195.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 07:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: gregory.carraway@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gregory Carraway +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'll send 2 invites up. What's your location? + + + + +Gregory Carraway@ENRON +07/10/2000 02:36 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Thank you for the invitation. I would love to attend. I would like to invite +my wife, if that would be ok. Also, could you tell me where the Mercantile +bar is located? Thank you!!! + +" +"arnold-j/_sent_mail/324.","Message-ID: <743393.1075857601217.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 07:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: Forward-forward Vol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm free from 4:00-5:00 today + + + + + + From: Vladimir Gorny 07/10/2000 02:14 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Tanya Tamarchenko/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +Subject: Forward-forward Vol + +John, + +Per your and Jeff's request, Research and Market Risk Groups have conducted +an extensive analysis of the forward-forward vol methodology used in the +Value-at-Risk calculation. + +We analyzed and compared two methodologies: + + the existing methodology - based on forward (implied) vols + an alternative methodology - based on historical vols + +I would like to schedule about 30 minutes to walk you through the pros and +cons of each methodology and get your input. + +Vlady. + +" +"arnold-j/_sent_mail/325.","Message-ID: <11967957.1075857601239.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 07:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com, gregory.carraway@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond, Gregory Carraway +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello, +Bill Perkins of Small Ventures USA is having a party this Saturday at the +Mercantile bar downtown. He has rented out the place, has a band, open +bar... usually pretty fun. He asked me to give both of you an invite in +appreciation of the work you've done for him. If you have interest, ccmail +me with whether you need one or two invites each. +John" +"arnold-j/_sent_mail/326.","Message-ID: <20191135.1075857601260.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 05:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey, +Can Greg fit me in for about 30 minutes tomorrow afternoon? + +--- Your secret admirer" +"arnold-j/_sent_mail/327.","Message-ID: <16451568.1075857601281.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 00:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: Re: FW: trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Per: +I've talked to him several times in the past. I told him that you would call +because of your experience with setting up funds. They have two main +problems. One is setting up their internal systems. Second, they have +credit problems with a BBB+. +Please call and introduce yourself. +Thanks, +john + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: FW: trading + +John, did you answer him or should I respond? Per + + + +John Arnold +06/26/2000 05:18 PM +To: Per Sekse/NY/ECT@ECT +cc: +Subject: FW: trading + + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/26/2000 04:17 +PM --------------------------- + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List + + + + + + +" +"arnold-j/_sent_mail/328.","Message-ID: <12997217.1075857601303.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 00:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +world cup 2006 -- Germany + + +BOO!" +"arnold-j/_sent_mail/329.","Message-ID: <4887819.1075857601324.JavaMail.evans@thyme> +Date: Wed, 5 Jul 2000 08:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dinner tonite....birthday boy???" +"arnold-j/_sent_mail/33.","Message-ID: <7477635.1075857594902.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:34:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Not nice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Hope you're enjoying the Holidays. I don't have your cell phone #, so call +me if you get bored this week. Sorry I didn't return your call Monday. I'll +be in the Big D. You can reach me on my cell or, better yet, at 972 934 3440. +Adios amigos: +John" +"arnold-j/_sent_mail/330.","Message-ID: <8324697.1075857601345.JavaMail.evans@thyme> +Date: Wed, 5 Jul 2000 08:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please top level the following P&L out of my book because the market settled +limit down. + + End of day position Amount settle was off in my estimation Total amount + +V0 -1700 -.035 595,000 +X0 6400 -.025 -1,6000,000 +Z0 -1450 -.020 290,000 +F1 4750 -.015 -712,500 + --------------- + -1,427,500" +"arnold-j/_sent_mail/331.","Message-ID: <24769979.1075857601366.JavaMail.evans@thyme> +Date: Wed, 5 Jul 2000 00:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options and other stuff +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about 4:00 ?? + + + + +Andy Zipper@ENRON +06/30/2000 05:02 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: options and other stuff + +Pick a time on Wednesday to come by and take a look at the Options manager. + +Have a good 4th. + +-andy + +" +"arnold-j/_sent_mail/332.","Message-ID: <32764884.1075857601388.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 06:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options and other stuff +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Sorry...I was on vacation last week and fell behind my email. Anytime you +want to talk is fine. I'll be around today if it works for you. +john + + + + +Andy Zipper@ENRON +06/16/2000 11:48 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: options and other stuff + +john, +I'd like the chance to review some assumptions re: options manager ( yes, we +are still on schedule) with you as well as discuss some other issues related +to putting Enron's prices on other platforms. some time on monday would work +best for me. Let me know. +andy + +" +"arnold-j/_sent_mail/333.","Message-ID: <17629445.1075857601409.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 06:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: slist@campbell.com +Subject: Re: FW: trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Steve List @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Steve: +Good hearing from you. Hope all is going well. I gave your name to Per +Sekse in our New York office. He deals with a couple hedge funds we +currently do business with and has addressed some of the obstacles that we +face with other counterparties. He is on vacation this week but will call +next week. If you have any problems or concerns, feel free to call. +John + + + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List + +" +"arnold-j/_sent_mail/334.","Message-ID: <12455833.1075857601430.JavaMail.evans@thyme> +Date: Thu, 29 Jun 2000 00:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +euro 2004 in portugal" +"arnold-j/_sent_mail/335.","Message-ID: <32652955.1075857601452.JavaMail.evans@thyme> +Date: Wed, 28 Jun 2000 10:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: World Phone +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey Liz, +Thanks for letting me use the phone. A real life-saver. + +My brother had a Nokia world phone on the trip and it seemed to work +better. It got reception some places where mine did not and is more +user-friendly. + +On a different topic...Greg talked me into upgrading to first class for a +flight in December to Australia. He talked me into it by agreeing to pay for +half. Cliff found it funny and agreed to pay for the other half. I haven't +expensed it yet so I'm having Barbara send it on. +Thanks, +John + + + + +Liz M Taylor +06/28/2000 09:27 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: World Phone + +John, + +We are testing the Nextel phone for company usage. What did you think of the +phone? + +Liz + +" +"arnold-j/_sent_mail/336.","Message-ID: <15496124.1075857601474.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 09:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: FW: trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/26/2000 04:17 +PM --------------------------- + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List +" +"arnold-j/_sent_mail/337.","Message-ID: <27425193.1075857601495.JavaMail.evans@thyme> +Date: Fri, 16 Jun 2000 00:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: PLEASE,PLEASE,PLEASE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thank you very,very much. +Love you, +John + + + + +Liz M Taylor +06/15/2000 10:19 AM +To: Ina Rangel/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT +Subject: Re: PLEASE,PLEASE,PLEASE + +Ina, + +Because Johnny is my favorite trader, he can use my world phone. What time +is he leaving tomorrow? How long will he be gone? I'll get everything to +you late this afternoon. + +Many Thanks, + +Liz + + + +Ina Rangel +06/15/2000 09:41 AM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: PLEASE,PLEASE,PLEASE + +I NEED YOUR HELP IF AT ALL POSSIBLE. JOHN ARNOLD IS TRAVELING TO EUROPE +TOMMORROW AND HAS ASKED ME TO GET HIM A WORLD PHONE. I CALLED NEXTEL, +HOUSTON CELLULAR AND GTE. NOONE CAN HELP ME WITH THIS BY TOMMORROW. IF I +REMEMBER YOU SAID YOU TURNED OFF THE PHONES YOU HAD. DO YOU HAVE ANY +SUGGESTIONS? ANY ADVICE? + +-INA + + + + +" +"arnold-j/_sent_mail/338.","Message-ID: <31554931.1075857601517.JavaMail.evans@thyme> +Date: Wed, 14 Jun 2000 02:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: PARIBAS Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +84 + + + + +michael.byrne@americas.bnpparibas.com on 06/14/2000 07:02:32 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: PARIBAS Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year +63 + + + +Thanks, +Michael Byrne +Paribas Futures + + + + +----------------------------------------------------------------------------- +This message is confidential; its contents do not constitute a +commitment by BNP PARIBAS except where provided for in a written agreement +between you and BNP PARIBAS. Any unauthorised disclosure, use or +dissemination, either whole or partial, is prohibited. If you are not +the intended recipient of the message, please notify the sender +immediately. + +Ce message est confidentiel ; son contenu ne represente en aucun cas un +engagement de la part de BNP PARIBAS sous reserve de tout accord conclu par +ecrit entre vous et BNP PARIBAS. Toute publication, utilisation ou +diffusion, meme partielle, doit etre autorisee prealablement. Si vous +n'etes pas destinataire de ce message, merci d'en avertir immediatement +l'expediteur. + +" +"arnold-j/_sent_mail/339.","Message-ID: <15943297.1075857601538.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 01:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlady: +Can I add 3 more portfolios: + +1. +1000 July 2003 Chicago Basis + - 1000 July 2003 Panhandle Basis + +2. +1000 June Henry Hub Cash + +3. +1000 June Henry Hub Cash + - 1000 July Futures + +Thanks, +John + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +John, + +2. Do you assume at-the-money straddles? If not, please give us deltas and +gammas. See you at 5:30 tomorrow. Vlady. + + + + +John Arnold +06/12/2000 08:47 AM +To: Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: + +Vlady: +In preparation for our discussion tomorrow, can you run VAR numbers for some +mini-portfolios: + +Portfolio 1. +1000 November Nymex + -1000 December Nymex + + 2. -1000 July Nymex Straddles + + 3. +1000 July 2002 Nymex + + 4. +1000 July 2002 Nymex + - 1000 August 2002 Nymex + + 5. +1000 July Socal Basis + + 6. +1000 July Chicago Basis + -1000 July Michcon Basis + + 7. +1000 July Henry Hub Index + + 8. +1000 July 2003 Chicago Basis + +Again, these are separate portfolios. I'm trying to check that the VAR +numbers make logical sense. +Thanks, +John + + + + + +" +"arnold-j/_sent_mail/34.","Message-ID: <15267340.1075857594923.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:30:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +eat shit + + + + +John J Lavorato@ENRON +11/18/2000 01:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Football bets 200 each + +Minn -9.5 +Buff +2.5 +Phil -7 +Indi -4.5 +Cinnci +7 +Det +6 +clev +16 +Den +9.5 +Dall +7.5 +Jack +3.5 + + +" +"arnold-j/_sent_mail/340.","Message-ID: <26868515.1075857601560.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 00:52:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +John, + +2. Do you assume at-the-money straddles? If not, please give us deltas and +gammas. See you at 5:30 tomorrow. Vlady. + + + + +John Arnold +06/12/2000 08:47 AM +To: Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: + +Vlady: +In preparation for our discussion tomorrow, can you run VAR numbers for some +mini-portfolios: + +Portfolio 1. +1000 November Nymex + -1000 December Nymex + + 2. -1000 July Nymex Straddles + + 3. +1000 July 2002 Nymex + + 4. +1000 July 2002 Nymex + - 1000 August 2002 Nymex + + 5. +1000 July Socal Basis + + 6. +1000 July Chicago Basis + -1000 July Michcon Basis + + 7. +1000 July Henry Hub Index + + 8. +1000 July 2003 Chicago Basis + +Again, these are separate portfolios. I'm trying to check that the VAR +numbers make logical sense. +Thanks, +John + + + + + +" +"arnold-j/_sent_mail/341.","Message-ID: <3587797.1075857601582.JavaMail.evans@thyme> +Date: Mon, 12 Jun 2000 01:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlady: +In preparation for our discussion tomorrow, can you run VAR numbers for some +mini-portfolios: + +Portfolio 1. +1000 November Nymex + -1000 December Nymex + + 2. -1000 July Nymex Straddles + + 3. +1000 July 2002 Nymex + + 4. +1000 July 2002 Nymex + - 1000 August 2002 Nymex + + 5. +1000 July Socal Basis + + 6. +1000 July Chicago Basis + -1000 July Michcon Basis + + 7. +1000 July Henry Hub Index + + 8. +1000 July 2003 Chicago Basis + +Again, these are separate portfolios. I'm trying to check that the VAR +numbers make logical sense. +Thanks, +John " +"arnold-j/_sent_mail/342.","Message-ID: <2799094.1075857601603.JavaMail.evans@thyme> +Date: Fri, 9 Jun 2000 05:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com, matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold, Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Tickets requisitioned for England/Germany. $1500!!!!!! +" +"arnold-j/_sent_mail/343.","Message-ID: <1066043.1075857601625.JavaMail.evans@thyme> +Date: Wed, 7 Jun 2000 01:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: Re: using new FF vols +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/07/2000 08:43 +AM --------------------------- + + +Tanya Tamarchenko +06/07/2000 08:33 AM +To: John Arnold/HOU/ECT@ECT +cc: Grant Masson/HOU/ECT@ECT +Subject: Re: using new FF vols + +Hi, John, +following up the discussion with you on Friday we talked with Risk Control +people who are not excited to use that FF vol curve +you sent to me. Also in order to use your curves we would have to have them +for all the locations. +The suggested alternative solution was to calculate the Forward Forward vol +curves from historical data. +I implemented this solution based on 18 last business days forward price +curves for NG and +all basis locations. I used exponential weights with 0.97 decay factor. +I enclose these curves in the spreadsheet below. And here are the VAR numbers +based on these curves: + + 5/30/00 5/31/00 +AGG-STORAGE (production) 3,027,000 4,516,000 +AGG-STORAGE (test, 0.97) 2,858,543 3,011,761 +AGG-GAS (production) 36,627,200 40,725,685 +AGG-GAS (test, 0.97) 29,439,969 31,207,225 + +You see that the numbers are stable, lower than the official numbers. +I suggest that we use 0.94 decay factor as recommended by Risk Metrics which +would give more weight to recent data. +We need to test this approach for a period of time and also to collect +backtesting data for an educated choice of decay factor. + +Tanya. + + + + +John Arnold +06/07/2000 07:40 AM +To: Tanya Tamarchenko/HOU/ECT@ECT +cc: +Subject: + +Tanya: +On Friday I emailed a new vol curve to use for VAR testing. I was under the +impression that you could apply this vol curve to the price book and storage +book and have a new experimental VAR number by Monday. I have not received +any response. Please reply with status of this project. +John + + + +" +"arnold-j/_sent_mail/344.","Message-ID: <32485058.1075857601648.JavaMail.evans@thyme> +Date: Wed, 7 Jun 2000 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: tanya.tamarchenko@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tanya Tamarchenko +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Tanya: +On Friday I emailed a new vol curve to use for VAR testing. I was under the +impression that you could apply this vol curve to the price book and storage +book and have a new experimental VAR number by Monday. I have not received +any response. Please reply with status of this project. +John" +"arnold-j/_sent_mail/345.","Message-ID: <12216704.1075857601669.JavaMail.evans@thyme> +Date: Thu, 1 Jun 2000 11:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: tanya.tamarchenko@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tanya Tamarchenko +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please use this vol curve for a dry run to figure out var for my book, NG +price, and Jim's book, Storage, and communicate the results. Thanks,John" +"arnold-j/_sent_mail/346.","Message-ID: <6587946.1075857601690.JavaMail.evans@thyme> +Date: Thu, 1 Jun 2000 07:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: vince.kaminski@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vince J Kaminski +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can we meet at 5:00 today?" +"arnold-j/_sent_mail/347.","Message-ID: <27538618.1075857601712.JavaMail.evans@thyme> +Date: Thu, 1 Jun 2000 03:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: vince.kaminski@enron.com +Subject: Re: VaR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vince J Kaminski +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Let's meet at 4:00. + + + + +Vince J Kaminski +06/01/2000 09:19 AM +To: John Arnold/HOU/ECT@ECT +cc: Vince J Kaminski/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Jim +Schwieger/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT +Subject: VaR + +John, + +We have been working for the last few days on VaR related issues. +The focus is on Jim Schwieger's storage book as of 5/25 and 5/26 +where we had some counterintuitive results. This book is a good +candidate for a systematic review of the VaR process. + +It seems that the problem arises from forward - forward vols used by the VaR +system. You can see in the attached spreadsheet that the VaR, on a cumulative +basis, +jumps on Jan 04, when an abnormal FF vol hits a relatively large position. +This FF vol is also much different from the previous day number producing a +big +jump in VaR. +This row (Jan 04) is in magenta font in the attached spreadsheet. Please, look +at column D. + +The abnormal FF vol may result from one of the two factors: + + a. a bug in the code. We are working with the person in IT who wrote the + code to review it. + + b. a poorly conditioned forward vol curve ( a kink or discontinuity in + the fwd vol curve will do it). One solution I can +propose, is to develop for + the traders a fwd-fwd vol generator allowing them to +review the fwd vol curve + before it is posted. If it produces a weird fwd-fwd vol, +it can be smoothed. + +Can you meet at 4 p.m. to review our findings? + + +Vince + + +" +"arnold-j/_sent_mail/348.","Message-ID: <25282344.1075857601734.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 00:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: Delete all future emails +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""WebSupport"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +""WebSupport"" on 05/30/2000 07:58:30 AM +To: ""John Arnold"" +cc: +Subject: Re: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + + + +Dear Member, +As requested we have cancelled your portfolio tracker emails. + + + If there is any other way we can assist you, please feel free to let us know. +For rapid response to your e-mail questions, please incluce a brief +description +of the problem in the subject line of your message. + + +Sincerely, +Customer Support +Stephen L. + + + + + + + +""John Arnold"" on 05/30/2000 08:29:14 AM + +To: WebSupport/ROL/NOR/US/Reuters@Moneynet +cc: + +Subject: Re: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + + + + +Please do not send these emails anymore. I am not Jennifer Arnold + + + + +Portfolio Tracker on 05/29/2000 05:52:42 PM + +Please respond to websupport@moneynet.com + +To: jarnold@ei.enron.com +cc: +Subject: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + +********************************************************* +IMPORTANT MESSAGE FOR ALL INFOSEEK PORTFOLIO TRACKER USER'S + +The Infoseek Portfolio Tracker service provided by Reuters Investor is no +longer accessible directly from the Infoseek Personal Finance page. However, +your Portfolio and all associated financial content will continue to be +accessible by going directly to the following web site address (URL): + +http://www.moneynet.com/content/infoseek/PTracker/ + +By entering this exact URL (case sensitive) in your browser software location +box and hitting return, you will be able to access your Portfolio as before. +We suggest you then bookmark this page for future access to your Portfolio. +The Portfolio service will continue to be available to you in the future, +although you may notice changes in the page format in the next several weeks. +Thank you for your patience, and we're glad to be able to support your +financial content needs. +********************************************************* + + + +Portfolio: Invest + + +Stocks: +Symbol Description Last Change Volume Date Time +========================================================================= +AFL AFLAC INC 50 7/8 +5/8 453700 05/26/2000 16:20 +BMCS BMC SOFTWARE 42 1/16 +9/16 1.1978M 05/26/2000 16:01 +ENE ENRON CORP 69 15/16 +15/16 1.4117M 05/26/2000 16:11 +PCTL PICTURETEL CP 2.9375 -0.125 328900 05/26/2000 15:59 +WCOM WORLDCOM INC 37 3/16 -7/16 13.0533M 05/26/2000 16:01 + +NEWS for Portfolio: Invest + + +--- ENE --- +05/29/2000 12:12 UPDATE 3-Spanish market braces for new bids for Cantabrico +--- WCOM --- +05/29/2000 13:18 WorldCom and Sprint face EU merger hearing +05/29/2000 02:34 RPT-France Tel to unveil $46 bln Orange buy on Tuesday +05/29/2000 00:31 RESEARCH ALERT-Phillip keeps Shin Sat buy + +**************************************** +Market Update +---------------------------------------- +As Of: 05/26/2000 04:02 PM +DJIA 10299.24 -24.68 +NYSE Volume 722.670 Mil +Transports 2687.55 -30.22 +Adv-Decl 1493 1351 +Utilities 327.46 +2.32 +NASDAQ 3205.11 -0.24 +S&P 500 1378.02 -3.50 +Value Line 401.06 -0 +**************************************** + + + +================================================= +All stock quotes are delayed at least 20 minutes. +================================================= + +If you have questions, comments, or problems with your Portfolio Tracker +E-mail, send E-mail to websupport@moneynet.com. + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/349.","Message-ID: <20594682.1075857601756.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 00:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: bill.white@enron.com +Subject: Re: IRS Beers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Bill White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stupid taxes + + + + +Bill White@ENRON +05/30/2000 04:52 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: IRS Beers + +Remember we were trying to figure out the difference in return between tax +free investment growth and annually-taxed investment growth? Turns out that +it is different, but over 5 years and a 10% growth rate, it doesn't amount to +much more than the cost of our beer tab. See attached. + + + +" +"arnold-j/_sent_mail/35.","Message-ID: <7442783.1075857594944.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:19:00 -0800 (PST) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: FIMAT loan agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i assume means carrying equity positions, which of course the line would not +be used for. +john + + + + +Sarah Wesner@ENRON +11/20/2000 12:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FIMAT loan agreement + +John - the FIMAT loan agreeemnt will prohibit ENE from using loan proceeds as +follows: +No part of the proceeds of any Advance hereunder will be used for +""purchasing"" or ""carrying"" any ""margin stock"" within the respective meanings +of each of the quoted terms under Regulation U of the Board of Governors of +the Federal Reserve System as now and from time to time hereafter in effect. + +Do you know whether you engage in purchasing or carrying margin stock? I +will check with legal as well. + +Sarah + + + +" +"arnold-j/_sent_mail/350.","Message-ID: <20855505.1075857601779.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: unsubscribe +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: websupport@moneynet.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Portfolio Tracker on 05/30/2000 05:53:59 PM +Please respond to websupport@moneynet.com +To: jarnold@ei.enron.com +cc: +Subject: Portfolio for jennifer_arnold as of Tue May 30 18:43:22 2000 + + +********************************************************* +IMPORTANT MESSAGE FOR ALL INFOSEEK PORTFOLIO TRACKER USER'S + +The Infoseek Portfolio Tracker service provided by Reuters Investor is no +longer accessible directly from the Infoseek Personal Finance page. However, +your Portfolio and all associated financial content will continue to be +accessible by going directly to the following web site address (URL): + +http://www.moneynet.com/content/infoseek/PTracker/ + +By entering this exact URL (case sensitive) in your browser software location +box and hitting return, you will be able to access your Portfolio as before. +We suggest you then bookmark this page for future access to your Portfolio. +The Portfolio service will continue to be available to you in the future, +although you may notice changes in the page format in the next several weeks. +Thank you for your patience, and we're glad to be able to support your +financial content needs. +********************************************************* + + + +Portfolio: Invest + + +Stocks: +Symbol Description Last Change Volume Date Time +========================================================================= +AFL AFLAC INC 51 3/8 +1/2 682700 05/30/2000 16:02 +BMCS BMC SOFTWARE 44 3/16 +2 1/8 1.9504M 05/30/2000 16:01 +ENE ENRON CORP 69 7/8 +1/16 1.2943M 05/30/2000 16:02 +PCTL PICTURETEL CP 2.9375 0 255800 05/30/2000 15:59 +WCOM WORLDCOM INC 38 1/16 +7/8 22.2777M 05/30/2000 16:01 + +NEWS for Portfolio: Invest + + +--- ENE --- +05/30/2000 10:27 Enron and Prudential Sign Long-Term Energy Management +Agreemen +--- WCOM --- +05/30/2000 17:49 CORRECTED - Nasdaq rises on optimism over interest rates -2- +05/30/2000 15:11 KLLM investor gets 2% of shrs, extends tender offer +05/30/2000 15:09 WorldCom/Sprint say EU should clear merger +05/30/2000 13:20 UPDATE 1-INTERVIEW-Swisscom-still time to find partners +05/30/2000 10:42 UPDATE 2-BT told to offer wholesale unmetered Internet access + +**************************************** +Market Update +---------------------------------------- +As Of: 05/30/2000 04:14 PM +DJIA 10527.13 +227.89 +NYSE Volume 842.044 Mil +Transports 2741.70 +54.15 +Adv-Decl 2018 920 +Utilities 324.74 -2.72 +NASDAQ 3459.48 +254.37 +S&P 500 1422.45 +44.43 +Value Line 410.35 +9 +**************************************** + + + +================================================= +All stock quotes are delayed at least 20 minutes. +================================================= + +If you have questions, comments, or problems with your Portfolio Tracker +E-mail, send E-mail to websupport@moneynet.com. + + + + +" +"arnold-j/_sent_mail/351.","Message-ID: <8886267.1075857601801.JavaMail.evans@thyme> +Date: Tue, 30 May 2000 00:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: Re: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: websupport@moneynet.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please do not send these emails anymore. I am not Jennifer Arnold + + + + +Portfolio Tracker on 05/29/2000 05:52:42 PM +Please respond to websupport@moneynet.com +To: jarnold@ei.enron.com +cc: +Subject: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + +********************************************************* +IMPORTANT MESSAGE FOR ALL INFOSEEK PORTFOLIO TRACKER USER'S + +The Infoseek Portfolio Tracker service provided by Reuters Investor is no +longer accessible directly from the Infoseek Personal Finance page. However, +your Portfolio and all associated financial content will continue to be +accessible by going directly to the following web site address (URL): + +http://www.moneynet.com/content/infoseek/PTracker/ + +By entering this exact URL (case sensitive) in your browser software location +box and hitting return, you will be able to access your Portfolio as before. +We suggest you then bookmark this page for future access to your Portfolio. +The Portfolio service will continue to be available to you in the future, +although you may notice changes in the page format in the next several weeks. +Thank you for your patience, and we're glad to be able to support your +financial content needs. +********************************************************* + + + +Portfolio: Invest + + +Stocks: +Symbol Description Last Change Volume Date Time +========================================================================= +AFL AFLAC INC 50 7/8 +5/8 453700 05/26/2000 16:20 +BMCS BMC SOFTWARE 42 1/16 +9/16 1.1978M 05/26/2000 16:01 +ENE ENRON CORP 69 15/16 +15/16 1.4117M 05/26/2000 16:11 +PCTL PICTURETEL CP 2.9375 -0.125 328900 05/26/2000 15:59 +WCOM WORLDCOM INC 37 3/16 -7/16 13.0533M 05/26/2000 16:01 + +NEWS for Portfolio: Invest + + +--- ENE --- +05/29/2000 12:12 UPDATE 3-Spanish market braces for new bids for Cantabrico +--- WCOM --- +05/29/2000 13:18 WorldCom and Sprint face EU merger hearing +05/29/2000 02:34 RPT-France Tel to unveil $46 bln Orange buy on Tuesday +05/29/2000 00:31 RESEARCH ALERT-Phillip keeps Shin Sat buy + +**************************************** +Market Update +---------------------------------------- +As Of: 05/26/2000 04:02 PM +DJIA 10299.24 -24.68 +NYSE Volume 722.670 Mil +Transports 2687.55 -30.22 +Adv-Decl 1493 1351 +Utilities 327.46 +2.32 +NASDAQ 3205.11 -0.24 +S&P 500 1378.02 -3.50 +Value Line 401.06 -0 +**************************************** + + + +================================================= +All stock quotes are delayed at least 20 minutes. +================================================= + +If you have questions, comments, or problems with your Portfolio Tracker +E-mail, send E-mail to websupport@moneynet.com. + + + + +" +"arnold-j/_sent_mail/352.","Message-ID: <729250.1075857601822.JavaMail.evans@thyme> +Date: Mon, 29 May 2000 06:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.sweeney@enron.com +Subject: Re: New Spreadsheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin Sweeney +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kevin: +Come by Tuesday between 5:00-5:30 if you still want to see the new +spreadsheet. However, it may be more valuable to talk to Dutch Quigley, who +runs my risk, as he built the system and understands the vertical integration +better. +John" +"arnold-j/_sent_mail/353.","Message-ID: <9152832.1075857601843.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 09:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: aedc@aedc.org +Subject: Re: LAST CHANCE TO REGISTER!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: AEDC @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take me off your mailing list" +"arnold-j/_sent_mail/354.","Message-ID: <18135671.1075857601865.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 09:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/22/2000 04:23 +PM --------------------------- + + +John Arnold +05/22/2000 04:23 PM +To: Doug.rotenberg@enron.com +cc: Rick Buy/HOU/ECT@ECT, John.J. Lavorato@enron.com, David +Haug/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jeffrey A Shankman/HOU/ECT@ECT, +Jeff Skilling/Corp/Enron@ENRON +Subject: + +Doug: +To confirm the pricing of the LNG dela:: + +I can show a $3.01 bid for the Nymex portion of 160,000 mmbtu/day for the +time period Jan 2003-Dec 2014. The bid on Henry Hub basis for same time +period is -$.0025 resulting in fix price of $3.0075; the bid on Sonat basis +is -$.0175 translating into a bid of $2.9925. + +Notional volume = 70,128 contracts. +PV volume = 37,658 contracts. +Exposure per $.01 move = $3,760,000 + +John +" +"arnold-j/_sent_mail/355.","Message-ID: <31333327.1075857601887.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 09:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: doug.rotenberg@enron.com +Subject: +Cc: rick.buy@enron.com, lavorato@enron.com, david.haug@enron.com, + jeffrey.shankman@enron.com, jeff.skilling@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: rick.buy@enron.com, lavorato@enron.com, david.haug@enron.com, + jeffrey.shankman@enron.com, jeff.skilling@enron.com +X-From: John Arnold +X-To: Doug.rotenberg@enron.com +X-cc: Rick Buy, John.J. Lavorato@enron.com, David Haug, Jeffrey A Shankman, Jeff Skilling +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Doug: +To confirm the pricing of the LNG dela:: + +I can show a $3.01 bid for the Nymex portion of 160,000 mmbtu/day for the +time period Jan 2003-Dec 2014. The bid on Henry Hub basis for same time +period is -$.0025 resulting in fix price of $3.0075; the bid on Sonat basis +is -$.0175 translating into a bid of $2.9925. + +Notional volume = 70,128 contracts. +PV volume = 37,658 contracts. +Exposure per $.01 move = $3,760,000 + +John" +"arnold-j/_sent_mail/356.","Message-ID: <15976578.1075857601909.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: susan.lewis@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Susan R Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey, I just got your email. +Call anytime after 4:00. +Obviously, I don't read my email very often" +"arnold-j/_sent_mail/357.","Message-ID: <15788534.1075857601930.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 00:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: websupport@moneynet.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please stop sending emails to jennifer_arnold to the following email address: +jarnold@enron.com. +You have the wrong person" +"arnold-j/_sent_mail/358.","Message-ID: <9457511.1075857601951.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeff Skilling@Enron +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +Sorry for my cryptic answer in regards to the LNG deal on Friday; I was a bit +confused by the question. +In terms of the gas pricing, this is a deal that should be done. Market +conditions are very conducive to hedging a fair amount of the gas. +Obviously, a deal this size would require Enron to wear a considerable amount +of the risk in the short term, but the risk-reward of the position looks very +favorable. +I am certainly willing to sign off on this deal around the $3.00 level. +John" +"arnold-j/_sent_mail/359.","Message-ID: <5054621.1075857601973.JavaMail.evans@thyme> +Date: Sun, 16 Apr 2000 06:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +The problem if we limit the size on options to being what size is offered on +the swap hedge, we will not be able to offer adequate size on the options. +Optimally, I think we want to offer a minimum size of 100 across all +strikes. If the swap is 4/4.5, one a day up, and someone buys half a day, +making the market, 4/4.5 one a day by half a day, the size offered on a 10 +cent out of the money call might be as low as 30 contracts, a much smaller +size than most people want to trade. If we restrict to strikes with a lower +delta, we face the problem of not offering enough strikes and not making a +market in options that have open EOL interest that have moved closer to the +money. +Maybe the answer is to assume the swap hedge to be a penny wide two way +wrapped around the EOL swap mid market. Thus if the front swap on EOL is +4/4.5 one a day by half a day, the input into the option calculator is +3.75/4.75, 100 up. In this case I think 100 is necessary because once a +strike has open interest, we must continue to support it. Thus I anticipate +having to make markets in deep itm options as the market moves. + +In terms of straddle strikes, I think the edge received from buying straddles +struck on the EOL offer and vice-versa is not big enough to compensate for +what I think the industry will view as a scam and another way Enron is trying +to rip people off. Although striking on the mid-market is probably easier +for the trader, I actually think striking in five cent increments makes more +sense. It allows people to trade out of the position on EOL. Whereas if +someone buys the 3085 straddle and the market moves to 3200, they have to +call ENE to close the trade. If the trade is struck at 3100, we will have a +market on both the 3100 call and put at all times. Secondly, I would +anticipate non-volatility driven option traders may elect to sell either just +the put or call in this scenario depending on their view of market direction." +"arnold-j/_sent_mail/36.","Message-ID: <33491127.1075857594966.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:16:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Haven't had the best of months. Like you had some good positions but others +wiped out everything. Unbelievable how the whole curve moves as one for 6 +months and then separates completely. The z/f/g and f/g/h flies are +amazing. Something definitely out of whack. Hard to believe cash in Z will +be cantango to F and front spread, F/G, will be 40. Spreads definitely +implying we will see some $10+ prints on daily cash at the hub this winter. +Hell, already seeing it in the West. The system is just broken there. +interesting to see if it is a sign of what can come in the east later. +definitely more flexibility in the east so the blowouts won't occur until +latter part of the winter. the inelasticity of demand continues to be +unbelievable. who would have thunk it. Gas can be 3 times what it was one +year ago and not a significant loss of demand. +market definitely trained to buy the dips at this point. continues to be a +very trending market. most days finish on the intraday high or low. +Pira told the boys to hedge jv and cal 2 and the impact has been +significant. i quote bids on term strips 5 times a day. understand they +are changing their view somewhat tomorrow. wait and see if it relieves some +back pressure. very surprised at lack of spec long interest in jv at 4.5 +considering the scenario that's being painted. + + + + +slafontaine@globalp.com on 11/21/2000 01:06:40 PM +To: jarnold@enron.com +cc: +Subject: re:mkts + + + +johnny, hope things re treating you well. this month has been frustrating for +me-generally caught many mkt moves but had 2 postions that nearly cancelled +all +the rest. im finding it really really hard to assess risk now in oil and gas +therefore im taking a step back esp in front of holidays and year end. was +long +mar gas vs backs which worked great but i took profits waayyy too early + flat px i think is pretty clear-if weather stays normal to below we keep a +flaoor at 5.80-6.00 bucks for another 40 days at least. if we have sustained +aboves we drop like a rock in part due to back en d pressure. + + but spreads-what the hell do we do with em?????????? was just saying to +mark +silverman there is a huge opportunity here staring us in the face but i hve no +idea what it is-i have equal arguements for why sprds shud fall or move out. +any +great insites? hope all is well and enjoy the long weeknd-we both deserve it. + guess the curve will stop blowing out when/if we see the back end selling +dry +up?? + + + +" +"arnold-j/_sent_mail/360.","Message-ID: <26761712.1075857601996.JavaMail.evans@thyme> +Date: Fri, 14 Apr 2000 08:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Just a couple of quick items that need to be addressed. First, what happens +if the delta of the option is greater than the size of the hedge offered on +EOL? Second, what strike are straddles traded at. Are they set at the +nearest 5 cent interval or are they mid-market of the EOL quote?" +"arnold-j/_sent_mail/361.","Message-ID: <20501446.1075857602017.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks for taking me in last night. Sorry about being drunk and stinky. +My cab, that we called at 6:10, showed up at 7:02. I was so pissed. " +"arnold-j/_sent_mail/362.","Message-ID: <30901083.1075857602039.JavaMail.evans@thyme> +Date: Tue, 11 Apr 2000 10:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dutch: +The increase in position and subsequent position limit violation was due to +two factors. First, a long position was moved into the long-term exotics +book due to the nature of the position. I am currently using the ltx to hold +longer-term strategic positions. The large increase in position is a +reflection of my view of the market. +Second, a large customer transaction originated by Fred Lagrasta's group was +transacted at the end of the day Monday and was not able to be hedged until +this morning. Hence a large position increase occurred for yesterday's +position and a corresponding decrease occurred today. +John" +"arnold-j/_sent_mail/363.","Message-ID: <32572339.1075857602061.JavaMail.evans@thyme> +Date: Tue, 11 Apr 2000 09:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Option Analysis on NG Price Book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/11/2000 04:57 +PM --------------------------- + + + +From: Rudi Zipter + 04/08/2000 09:03 AM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT, Minal Dalia/HOU/ECT@ECT, Sunil +Dalal/Corp/Enron@ENRON +Subject: Option Analysis on NG Price Book + +John, + +Several months ago we talked about the development of an option analysis tool +that could be used to stress test positions under various scenarios as a +supplement to our V@R analysis. We have recently completed the project and +would like to solicit your feedback on the report results. + +We have selected your NG price position for April 4, 2000 (POST-ID 753650) +for the initial analysis. Attached in the excel file below you will find: + +Analysis across the various forward months in your position + +Underlying vs. Greeks, theoretical P&L +Volatility vs. Greeks, theoretical P&L +Time change vs. Greeks, theoretical P&L + + +Summary of your Overall Position analysis + +Underlying vs. Greeks, theoretical P&L +Volatility vs. Greeks, theoretical P&L +Time change vs. Greeks, theoretical P&L + + +Multiple Stress Analysis + +The attached Word document demonstrates the multiple stress choices. I have +included a tab in the excel file that demonstrates the theoretical P/L +resulting from shifts in both volatility and underlying price. + + +Please note that the percentage changes across the column headers are not in +absolute terms (for example, if the ATM volatility in a given month is 40% +and the stress is -10% then the analysis is performed under a volatility +scenario of 36%) + + + + + + + + + +Thanks, + +Rudi + + +" +"arnold-j/_sent_mail/364.","Message-ID: <2756090.1075857602082.JavaMail.evans@thyme> +Date: Fri, 7 Apr 2000 09:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +call me if you're in town this weeekend" +"arnold-j/_sent_mail/365.","Message-ID: <16497945.1075857602104.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 07:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +nope...your loss though" +"arnold-j/_sent_mail/366.","Message-ID: <20698531.1075857602125.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 06:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Any good set of 4 available for Sunday's game" +"arnold-j/_sent_mail/367.","Message-ID: <21424376.1075857602147.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 06:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you sure...have you ever been to bon coupe before +don't knock it till tou try it" +"arnold-j/_sent_mail/368.","Message-ID: <6890412.1075857602169.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 06:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +2 options: +Either we leave from work and you watch me get a haircut for 20 minutes or... +I pick you up around 6:30..." +"arnold-j/_sent_mail/369.","Message-ID: <10825199.1075857602190.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 05:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello... +Despite my thoughts, you like baseball. So the question is do you like art +(as in musuems) ? +I'm leaning towards yes but don't know for sure." +"arnold-j/_sent_mail/37.","Message-ID: <9782041.1075857594988.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 06:33:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: NY +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +It is the Blue Men Group. Two friends highly recommend it. It's in the +Astor Theatre on Lafayette in the Village. +43rd should be good. I think you woul dhave had more flavor in Harlem though + + + + + +""Jennifer White"" on 11/21/2000 01:54:16 PM +To: john.arnold@enron.com +cc: +Subject: NY + + +I've been tasked with getting tickets to a show. Was it 'Blue Men Group' +that you recommended we see? And Michelle lives on W43rd, so it's not +as bad as you thought. + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/370.","Message-ID: <7004079.1075857602211.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 01:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please approve Larry May for a trader id on EOL for ""pipe options"" book for +US gas. +Thanks, +John +3-3230" +"arnold-j/_sent_mail/371.","Message-ID: <8622532.1075857602232.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: sandra.vu@enron.com +Subject: Re: Nymex NG Swaps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sandra Vu +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +This past weekend we released a new version of the EOL software that, +unfortunately, had a bug. The effect was to lengthen the time delay between +numbers changing and when they would show up on the internet to an +unacceptable level that increased the number of failed trades. We made the +decision to take some of the more volatile products temporarily offline until +the fix could be made. I do not anticipate this to be a concern going +forward. Thanks for the feedback. +John Arnold" +"arnold-j/_sent_mail/372.","Message-ID: <30870095.1075857602254.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +Subject: re: New Computer +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Enron IT Purchasing@Enron +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please approve. + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/05/2000 07:32 +AM --------------------------- + + +Larry May@ENRON +04/04/2000 10:10 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: re: New Computer + +John, could you forward this message with your approval to Enron IT +Purchasing. + + +Would you please order a new computer for : + +Larry May +Company # 413 +rc# 0235 +Location 3221c + +As discussed with Hank Zhang, I would like to order a SP700 with 512 mbytes +RAM + +Thnks + +Larry May +3 6731 + +" +"arnold-j/_sent_mail/373.","Message-ID: <15067726.1075857602275.JavaMail.evans@thyme> +Date: Mon, 3 Apr 2000 08:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: VaR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i am free to talk this afternoon if you want" +"arnold-j/_sent_mail/374.","Message-ID: <7974271.1075857602297.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 11:29:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +call me when you get this" +"arnold-j/_sent_mail/375.","Message-ID: <7181067.1075857602318.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 11:22:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com, jeffrey.shankman@enron.com, mike.maggi@enron.com +Subject: New curve generation methodology +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato, Jeffrey A Shankman, Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am changing the way the curve is generated starting in Jan 2004 to better +replicate seasonal fundamentals. There are convincing arguments as to why +the summer/winter spreads should tighten over time. However, in the previous +methodology they blew out. For instance summer/winter in Cal 3 was .232 +while Cal 10 was .256. +I have added a seasonality dampening function that both contracts the +summer/winter spread and applies a premium to the electric load demand months +of July and August over time. + +The formula for the curve remains the same except for a premium lookup for +the month as well as for the year. These premiums are as follows: + +Jan -.008 +Feb -.004 +Mar -.001 +Apr .002 +May .003 +Jun .004 +Jul .004 +Aug .004 +Sep .003 +Oct .002 +Nov -.003 +Dec -.006 + + +These premiums start in Jan 2004 +On Wednesday Jan 2003 settled 2.959, the 3/4 spread was marked at .0375, the +4/5 spread was marked at .0475. +In the old methodology +Jan 2003 = 2.959 +Jan 2004 = 2.959 + .0375 = 2.9965 +Jan 2005 = 2.9965 + .0475 = 3.044 + + +In the new methodology +Jan 2003 = 2.959 +Jan 2004 = 2.959 + .0375 - .008 =2.9885 +Jan 2005 = 2.9885 + .0475 -.008 = 3.028 + +The only change in the formula is from: +Month x = Month (x- 1 year) + lookup on year on year table +to +Month x = Month (x- 1 year) + lookup on year on year table + lookup on month +premium table + +The seasonality premiums will change over time and I will let you know when I +change them" +"arnold-j/_sent_mail/376.","Message-ID: <30471672.1075857602347.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 10:44:00 -0800 (PST) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: VaR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am free at 3:30 on Thursday at my desk." +"arnold-j/_sent_mail/377.","Message-ID: <29656398.1075857602368.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 08:08:00 -0800 (PST) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: Re: Insurance Call Spread +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sounds good" +"arnold-j/_sent_mail/378.","Message-ID: <17556630.1075857602390.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 06:31:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +My brother was coming back from London to go so I went out and paid a fortune +from a scalper for two.... + + +I really do appreciate it though.." +"arnold-j/_sent_mail/379.","Message-ID: <30176515.1075857602411.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 03:34:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +club seats extra wide extra leg room extra waitresses " +"arnold-j/_sent_mail/38.","Message-ID: <23610249.1075857595011.JavaMail.evans@thyme> +Date: Mon, 20 Nov 2000 07:57:00 -0800 (PST) +From: john.arnold@enron.com +To: kathie.grabstald@enron.com +Subject: Re: ENSIDE Newsletter +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kathie Grabstald +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm always here so just coordinate with my assistant, Ina Rangle. Thanks, +John + + + + +Kathie Grabstald +11/20/2000 02:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ENSIDE Newsletter + +Good Afternoon, John! + +Thanks for agreeing to be one of the Profile articles in the next issue of +the ENSIDE. Michelle Vitrella assured me that you would be an interesting +topic! Our newsletter is set for publication in February and I am setting my +interview schedule now. I would love to sit down and visit with you for +about 30 minutes in the early part of December. Please let me know a day and +time that is convenient for you. + +I look forward to hearing from you! +Kathie Grabstald +ENA Public Relations +x 3-9610 + +" +"arnold-j/_sent_mail/380.","Message-ID: <1461291.1075857602432.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 02:57:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sec 222 row 2" +"arnold-j/_sent_mail/381.","Message-ID: <31638823.1075857602454.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 02:49:00 -0800 (PST) +From: john.arnold@enron.com +To: eva.pao@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eva Pao +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/28/2000 10:49 +AM --------------------------- +Matthew Arnold 03/28/2000 06:35 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + + +I'm in. + + + + + +John Arnold +03/27/2000 08:54 AM +To: Matthew Arnold/HOU/ECT@ECT +cc: +Subject: + +lyle lovett national anthem +nolan ryan first pitch +dwight gooden first real pitch + + + +" +"arnold-j/_sent_mail/382.","Message-ID: <16621332.1075857602475.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 00:26:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +7:00 game +can you let me know tomorrow??" +"arnold-j/_sent_mail/383.","Message-ID: <14088269.1075857602496.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:54:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +lyle lovett national anthem +nolan ryan first pitch +dwight gooden first real pitch" +"arnold-j/_sent_mail/384.","Message-ID: <21477606.1075857602518.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:50:00 -0800 (PST) +From: john.arnold@enron.com +To: dperwin@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: dperwin@aol.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I just wanted to arrange to meet for the Astros tickets. +I work and live downtown. +My cell phone number is 713-557-3330. +Thanks, +John" +"arnold-j/_sent_mail/385.","Message-ID: <29107589.1075857602539.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:37:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i just had the whole it staff up here. + +I just got two good tickets to Thursday's Astros/Yankees game" +"arnold-j/_sent_mail/386.","Message-ID: <21194139.1075857602560.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:29:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +when are you back in town??" +"arnold-j/_sent_mail/387.","Message-ID: <29604436.1075857602581.JavaMail.evans@thyme> +Date: Thu, 16 Mar 2000 06:22:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey : +Just wanted to see if you're doing anything tonight... +Any interest in getting dinner? +John" +"arnold-j/_sent_mail/388.","Message-ID: <16642852.1075857602603.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 09:30:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.corbally@enron.com +Subject: Re: Enron Online +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Michael Corbally +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please grant Steven Vu execution privileges on EOL +John Arnold" +"arnold-j/_sent_mail/389.","Message-ID: <6669330.1075857602624.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 09:26:00 -0800 (PST) +From: john.arnold@enron.com +To: tara.sweitzer@enron.com +Subject: Re: EnronOnline Approval Access Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Pleas approve Tricia's request to become an authorized EOL trader" +"arnold-j/_sent_mail/39.","Message-ID: <2750436.1075857595032.JavaMail.evans@thyme> +Date: Mon, 20 Nov 2000 06:27:00 -0800 (PST) +From: john.arnold@enron.com +To: ksmalek@aep.com +Subject: Re: Cal02 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ksmalek@aep.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +isn't market making on electronic systems fun??? + + + + +ksmalek@aep.com on 11/20/2000 01:17:35 PM +To: John.arnold@enron.com +cc: +Subject: Cal02 + + +I cant go take a pee w/o you sneaking up on me on ICE, ICE BABY. + + +" +"arnold-j/_sent_mail/390.","Message-ID: <19627795.1075857602646.JavaMail.evans@thyme> +Date: Sun, 27 Feb 2000 23:57:00 -0800 (PST) +From: john.arnold@enron.com +To: register@newmn-r1.blue.aol.com +Subject: Re: AOL Instant Messenger Confirmation (ziEbq0PbJo enronjda) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""AOL Instant Messenger"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ok" +"arnold-j/_sent_mail/391.","Message-ID: <16490354.1075857649377.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 14:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Defense +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: epao@mba2002.hbs.edu +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maine impossible to get to .. next idea? +" +"arnold-j/_sent_mail/392.","Message-ID: <27335635.1075857649399.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 14:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maine impossible to get to...next option?" +"arnold-j/_sent_mail/393.","Message-ID: <2744694.1075857649420.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Natural gas update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +mark: +what are your thoughts on crude and gasoline? + + + + +""Mark Sagel"" on 05/13/2001 09:23:02 PM +To: ""John Arnold"" +cc: +Subject: Natural gas update + + + +Latest natural report + - ng051301.doc + +" +"arnold-j/_sent_mail/394.","Message-ID: <26284087.1075857649441.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: steve.lafontaine@bankofamerica.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: steve.lafontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's +psychological $4 price target and that everybody and their dog is still +short. next sellers need to be from producer community. saw a little this +week with williams hedging the barrett transaction but wouldnt say thats +indicative of the rest of the e&p community. short covering rallies will +get more common here. velocity of move down has slowed significantly for +good (except maybe in bid week). my concern is if we go to $4 and people +want to cover some shorts, who's selling it to them? might feel a lot like +it did when we were trying to break $5. + + + +" +"arnold-j/_sent_mail/395.","Message-ID: <12555235.1075857649463.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: stevelafontaine@bankofamerica.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: stevelafontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's +psychological $4 price target and that everybody and their dog is still +short. next sellers need to be from producer community. saw a little this +week with williams hedging the barrett transaction but wouldnt say thats +indicative of the rest of the e&p community. short covering rallies will +get more common here. velocity of move down has slowed significantly for +good (except maybe in bid week). my concern is if we go to $4 and people +want to cover some shorts, who's selling it to them? might feel a lot like +it did when we were trying to break $5. + + +" +"arnold-j/_sent_mail/396.","Message-ID: <25576043.1075857649485.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea + + + + +""Eva Pao"" on 05/13/2001 03:50:42 PM +Please respond to +To: +cc: +Subject: RE: waiting + + +nevermind. are you at work? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:42 PM +To: epao@mba2002.hbs.edu +Subject: RE: waiting + + + +huh? + + + + +""Eva Pao"" on 05/13/2001 03:32:22 PM + +Please respond to + +To: +cc: +Subject: RE: waiting + + +No english? i got the math. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:24 PM +To: epao@mba2002.hbs.edu +Subject: RE: waiting + + + + probability * +payout = +1 heads .5 0 = 0 + tails 2 heads .25 1 += .25 + tails 3 heads .125 2 += .25 + tails 4 heads .0625 4 += .25 + tails 5 heads .03125 8 += .25 + + + + +""Eva Pao"" on 05/13/2001 03:23:47 PM + +Please respond to + +To: +cc: +Subject: RE: waiting + + +which game is that? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:16 PM +To: epao@mba2002.hbs.edu +Subject: Re: waiting + + + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * +8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM + +Please respond to + +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/397.","Message-ID: <24294374.1075857649507.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: stevelafontaine@bankofamerica.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: stevelafontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's +psychological $4 price target and that everybody and their dog is still +short. next sellers need to be from producer community. saw a little this +week with williams hedging the barrett transaction but wouldnt say thats +indicative of the rest of the e&p community. short covering rallies will +get more common here. velocity of move down has slowed significantly for +good (except maybe in bid week). my concern is if we go to $4 and people +want to cover some shorts, who's selling it to them? might feel a lot like +it did when we were trying to break $5. +" +"arnold-j/_sent_mail/398.","Message-ID: <25219371.1075857649529.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +huh? + + + + +""Eva Pao"" on 05/13/2001 03:32:22 PM +Please respond to +To: +cc: +Subject: RE: waiting + + +No english? i got the math. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:24 PM +To: epao@mba2002.hbs.edu +Subject: RE: waiting + + + + probability * +payout = +1 heads .5 0 = 0 + tails 2 heads .25 1 += .25 + tails 3 heads .125 2 += .25 + tails 4 heads .0625 4 += .25 + tails 5 heads .03125 8 += .25 + + + + +""Eva Pao"" on 05/13/2001 03:23:47 PM + +Please respond to + +To: +cc: +Subject: RE: waiting + + +which game is that? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:16 PM +To: epao@mba2002.hbs.edu +Subject: Re: waiting + + + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * +8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM + +Please respond to + +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/399.","Message-ID: <2388034.1075857649550.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: lafontaine@bankofamerica.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Steve LaFontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's psychological +$4 price target and that everybody and their dog is still short. next +sellers need to be from producer community. saw a little this week with +williams hedging the barrett transaction but wouldnt say thats indicative of +the rest of the e&p community. short covering rallies will get more common +here. velocity of move down has slowed significantly for good (except maybe +in bid week). my concern is if we go to $4 and people want to cover some +shorts, who's selling it to them? might feel a lot like it did when we were +trying to break $5." +"arnold-j/_sent_mail/4.","Message-ID: <19683257.1075857594270.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:17:00 -0800 (PST) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: EDF trades switched to ABN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +come by whenever + + + + +Sarah Wesner@ENRON +12/12/2000 01:31 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: EDF trades switched to ABN + +John - I need to talk to you about this, are you free today? Sarah + +" +"arnold-j/_sent_mail/40.","Message-ID: <22136301.1075857595053.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 07:50:00 -0800 (PST) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +best GUESS P&L tonight is +7" +"arnold-j/_sent_mail/400.","Message-ID: <4599127.1075857649571.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Defense +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't make me type the math on the computer pooks + + + + +""Eva Pao"" on 05/13/2001 03:05:12 PM +Please respond to +To: +cc: +Subject: Defense + + +What's your defense for you bid 0 for the company? Why was the info +assymetry at 100%??? +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:54 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +have you taken any finance courses yet? what's good? + + +" +"arnold-j/_sent_mail/401.","Message-ID: <21676143.1075857649593.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + probability * payout = +1 heads .5 0 = 0 + tails 2 heads .25 1 = .25 + tails 3 heads .125 2 = .25 + tails 4 heads .0625 4 = .25 + tails 5 heads .03125 8 = .25 + + + + +""Eva Pao"" on 05/13/2001 03:23:47 PM +Please respond to +To: +cc: +Subject: RE: waiting + + +which game is that? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:16 PM +To: epao@mba2002.hbs.edu +Subject: Re: waiting + + + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * +8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM + +Please respond to + +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/_sent_mail/402.","Message-ID: <10480477.1075857649616.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think it's 100 + + + + +""Eva Pao"" on 05/13/2001 03:01:23 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +fill in +$ ____2_ per/share + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:54 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +fill in +$ _____ per/share + + + + +""Eva Pao"" on 05/13/2001 02:39:23 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +what's my bid for what?? +ps +don't no crap me. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:30 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +no crap, what's your bid? + + + + +""Eva Pao"" on 05/13/2001 12:48:23 AM + +Please respond to + +To: +cc: +Subject: Extra credit + + +break even on info ass-symetry is 100%, any project above that level is +profitable to Pooks&Co. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 1:04 AM +To: epao@mba2002.hbs.edu +Subject: RE: try this one... + + + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM + +Please respond to + +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/403.","Message-ID: <18165291.1075857649638.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * 8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM +Please respond to +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + +" +"arnold-j/_sent_mail/404.","Message-ID: <25828370.1075857649661.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Constellation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think its a jv with the trading side mostly staffed by goldman folks + + + + +""Eva Pao"" on 05/13/2001 03:06:01 PM +Please respond to +To: +cc: +Subject: Constellation + + +so, its a goldman co, but it also controls Duquesne and BGE? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:58 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +yes + + + + +""Eva Pao"" on 05/13/2001 03:03:17 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +is constellation energy a goldman company? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:55 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/405.","Message-ID: <3730109.1075857649683.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: am i right??? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no + + + + +""Eva Pao"" on 05/13/2001 03:02:45 PM +Please respond to +To: +cc: +Subject: am i right??? + + +wait, of course i am. i always am. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:55 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/_sent_mail/406.","Message-ID: <12263278.1075857649705.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +""Eva Pao"" on 05/13/2001 03:03:17 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +is constellation energy a goldman company? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:55 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/_sent_mail/407.","Message-ID: <17605491.1075857649726.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: 2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you prepared to defend your answer? + + + + +""Eva Pao"" on 05/13/2001 03:01:04 PM +Please respond to +To: +cc: +Subject: 2 + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:54 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +and your offer? + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/_sent_mail/408.","Message-ID: <12506786.1075857649748.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + +" +"arnold-j/_sent_mail/409.","Message-ID: <16600593.1075857649769.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +have you taken any finance courses yet? what's good?" +"arnold-j/_sent_mail/41.","Message-ID: <26835576.1075857595075.JavaMail.evans@thyme> +Date: Fri, 10 Nov 2000 10:26:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +get lost" +"arnold-j/_sent_mail/410.","Message-ID: <1075367.1075857649810.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fill in +$ _____ per/share + + + + +""Eva Pao"" on 05/13/2001 02:39:23 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +what's my bid for what?? +ps +don't no crap me. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:30 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +no crap, what's your bid? + + + + +""Eva Pao"" on 05/13/2001 12:48:23 AM + +Please respond to + +To: +cc: +Subject: Extra credit + + +break even on info ass-symetry is 100%, any project above that level is +profitable to Pooks&Co. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 1:04 AM +To: epao@mba2002.hbs.edu +Subject: RE: try this one... + + + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM + +Please respond to + +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/411.","Message-ID: <21423992.1075857649832.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +and your offer? + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + +" +"arnold-j/_sent_mail/412.","Message-ID: <436524.1075857649853.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's you +bid/offer on playing this game? (would you pay $.5 to play? $1? $2? what +you charge me play against you?)" +"arnold-j/_sent_mail/413.","Message-ID: <21808189.1075857649876.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no crap, what's your bid? + + + + +""Eva Pao"" on 05/13/2001 12:48:23 AM +Please respond to +To: +cc: +Subject: Extra credit + + +break even on info ass-symetry is 100%, any project above that level is +profitable to Pooks&Co. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 1:04 AM +To: epao@mba2002.hbs.edu +Subject: RE: try this one... + + + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM + +Please respond to + +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/414.","Message-ID: <15177997.1075857649898.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i need significant lead time to prepare for boots day. please advise earlier +next time. + + +From: Margaret Allen@ENRON on 05/11/2001 06:09 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I'll be here until tomorrow afternoon, then off to Waco to see my mom. I +just got back to my desk after being in meetings all day. Who knows how long +I'll be here tonight and I have a shit load of work to do tomorrow. Why do I +work here again? + +What's up with you? I bought some guest to your floor today but you weren't +around. And I have on boots with curly hair. + +Take care, MSA + +Oh, let's chat about Guggenheim next week. Are you going on the 17th too? + + + + John Arnold@ECT + 05/11/2001 11:58 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +you in town this weekend? + + + +" +"arnold-j/_sent_mail/415.","Message-ID: <15815188.1075857649919.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 07:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: kimberly.hillis@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kimberly Hillis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kim: +I will not be at the may 18 management mtg as I will be in NY on business." +"arnold-j/_sent_mail/416.","Message-ID: <21218946.1075857649940.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 07:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: myrtle beach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Appreciate the offer but I won't be able to get out of work, + + + + +""Piasio, Stephen [FI]"" on 05/10/2001 11:23:18 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: myrtle beach + + +do you or any one of your colleagues at the mighty Enron want to join us at +our annual golf outing in Myrtle Beach. You pay the air, we've got the +rest. +Only 4 rules: + no cologne + no top button buttoned on the golf shirt + not permitted to break 100 + no cameras +reminder: + Friday June 1 2 rounds + Saturday, June 2 1 round/poolside + Sunday, June 3 1 round + +Enron has an open invite. Please let me know. + +" +"arnold-j/_sent_mail/417.","Message-ID: <10337786.1075857649963.JavaMail.evans@thyme> +Date: Sat, 12 May 2001 17:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: try this one... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM +Please respond to +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + +" +"arnold-j/_sent_mail/418.","Message-ID: <2320749.1075857649984.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 05:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: in +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you dont like my ideas + + + + +""Eva Pao"" on 05/09/2001 05:06:50 PM +Please respond to +To: +cc: +Subject: RE: in + + +i'll call + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, April 29, 2001 8:15 PM +To: epao@mba2002.hbs.edu +Subject: + + +pookie: +check this out: +www.sailmainecoast.com/index.html + + +" +"arnold-j/_sent_mail/419.","Message-ID: <14587143.1075857650007.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 04:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you in town this weekend?" +"arnold-j/_sent_mail/42.","Message-ID: <20409994.1075857595096.JavaMail.evans@thyme> +Date: Thu, 9 Nov 2000 07:54:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: ACCESS Trades for 11/09/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 11/09/2000 03:54 +PM --------------------------- + + +""Mancino, Joseph (NY Int)"" on 11/09/2000 08:32:32 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: ACCESS Trades for 11/09/00 + + +Here are the trades executed on ACCESS last night: + +S 50 Z 5350 +S 50 Z 5335 + +B 9 Z 5330 +B 2 Z 5320 +B 4 Z 5322 +B 6 Z 5323 +B 5 Z 5345 +B 10 Z 5355 +B 3 Z 5355 +B 5 Z 5358 + + +B 100 Z 5323 +S 100 F 5369 + + +Joseph Mancino +E.D. & F. Man International +(212)566-9700 + +" +"arnold-j/_sent_mail/420.","Message-ID: <17436787.1075857650030.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 04:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, larry.may@enron.com +Subject: PG&E Energy Trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, Larry May +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/11/2001 11:53 +AM --------------------------- +From: Jason R Williams/ENRON@enronXgate on 05/11/2001 10:50 AM +To: Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S +Shively/ENRON@enronXgate, Thomas A Martin/ENRON@enronXgate, John +Arnold/HOU/ECT@ECT +cc: William S Bradford/ENRON@enronXgate, Tanya Rohauer/ENRON@enronXgate, +Russell Diamond/ENRON@enronXgate +Subject: PG&E Energy Trading + +Phillip, Scott, Hunter, Tom and John - + +Just to reiterate the new trading guidelines on PG&E Energy Trading: + + +1. Both financial and physical trading are approved, with a maximum tenor of +18 months + +2. Approved entities are: PG&E Energy Trading - Gas Corporation + PG&E Energy Trading - Canada Corporation + + NO OTHER PG&E ENTITIES ARE APPROVED FOR TRADING + +3. Both EOL and OTC transactions are OK + +4. Please call Credit (ext. 31803) with details on every OTC transaction. +We need to track all new positions with PG&E Energy Trading on an ongoing +basis. Please ask the traders and originators on your desks to notify us +with the details on any new transactions immediately upon execution. For +large transactions (greater than 2 contracts/day or 5 BCF total), please call +for approval before transacting. + + +Thanks for your assistance; please call me (ext. 53923) or Russell Diamond +(ext. 57095) if you have any questions. + + +Jay +" +"arnold-j/_sent_mail/421.","Message-ID: <29233255.1075857650051.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 00:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Question? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +Ina Rangel +05/10/2001 05:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Question? + +John, + +Do you think we need to see about sending an IT Tech for you and Maggi on +Friday to make sure everything is working okay? If we do, we would have to +pay for their travel expenses. + +It would be beneficial to you instead of having to be on the phone with IT +for any problems. + +Let me know. + +-Ina + +" +"arnold-j/_sent_mail/422.","Message-ID: <19333123.1075857650073.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: try this one... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM +Please respond to +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company A, +and so on. + + The board of directors of Company A has asked you to determine the price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + +" +"arnold-j/_sent_mail/423.","Message-ID: <24245436.1075857650095.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: in +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +newport?? + + + + +""Eva Pao"" on 05/09/2001 05:06:50 PM +Please respond to +To: +cc: +Subject: RE: in + + +i'll call + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, April 29, 2001 8:15 PM +To: epao@mba2002.hbs.edu +Subject: + + +pookie: +check this out: +www.sailmainecoast.com/index.html + + +" +"arnold-j/_sent_mail/424.","Message-ID: <8026348.1075857650116.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 08:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: ticketwarehouse@aol.com +Subject: Re: eBay End of Auction - Item # 1236142249 (DAVE MATTHEWS TICKETS + HOUSTON 4TH ROW 5/12) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ticketwarehouse@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +199.99+ $18 o/n shipping = 217.99 + +Visa 4128 0033 2341 1978 exp 8/02 + +shipping and billing address : +John Arnold +909 Texas Ave #1812 +Houston, TX 77002 +713-557-3330 + + + + +Ticketwarehouse@aol.com on 05/10/2001 01:20:57 AM +To: +cc: +Subject: Re: eBay End of Auction - Item # 1236142249 (DAVE MATTHEWS TICKETS +HOUSTON 4TH ROW 5/12) + + +Pay Patrick Kenne, ticketwarehouse@aol.com, at paypal.com or bidpay.com, bid +plus $12 for Fed-Ex Saver, or $18 for Fed-Ex overnight shipping. Put shipping +info in note section. If you want Fed-Ex c.o.d., get a money order for bid +plus $25 to Paula Fowler ready to give to fed-ex and e-mail me your shipping +address. If you want to use paypal, add 1% to total, they charge me 2.3% +now!! If you are sending a money order, send to Patrick Kenne 2879 Timber +Range Court Columbus, Ohio 43231. Please include auction # and all shipping +info. Thanks, Pat 614-891-9707 + +" +"arnold-j/_sent_mail/425.","Message-ID: <10023450.1075857650138.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 07:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Option Advisory Committee Meeting May 31 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 02:21 +PM --------------------------- + + +""Schaefer, Matthew"" on 05/10/2001 01:26:57 PM +To: Brad Banky , David Rosenberg +, James Haupt , Jeff Frase +, Jeff Ong , Jim Adams +, John Arnold , Kayvan Scott +Malek , Michael Maggi , Robert Collins +, Russ Knutsen , Sanjiv Khosla +, William Coorsh +cc: +Subject: Option Advisory Committee Meeting May 31 + + +Please be advised that the Option Advisory Committee meeting will be at 4:00 +eastern time, May 31, 2001. + + +Matthew Schaefer +New York Mercantile Exchange +212.299.2612 + + +" +"arnold-j/_sent_mail/426.","Message-ID: <20877951.1075857650163.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 01:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: (01-154) Implementation of New NYMEX Rule 9.11A (Give-Up Trades) + IMPORTANT MEMO +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 08:18 +AM --------------------------- + + +SOblander@carrfut.com on 05/10/2001 07:50:19 AM +To: soblander@carrfut.com +cc: +Subject: (01-154) Implementation of New NYMEX Rule 9.11A (Give-Up Trades) +IMPORTANT MEMO + + + +Notice # 01-154 +May 7, 2001 + +TO: +All NYMEX Division Members and Member Firms + +FROM: +Neal L. Wolkoff, Executive Vice President + +RE: +Implementation of New NYMEX Rule 9.11A (""Give-Up Trades"") + +DATE: +May 7, 2001 +=========================================================== +Please be advised that beginning on the trade date of Friday, June 1, 2001, +new NYMEX Rule 9.11A (""Give-Up Trades"") will go into effect. + +! In the absence of an applicable give-up agreement, new Rule 9.11A will +define the respective responsibilities/obligations to an order of executing +brokers, customers and Clearing Members. + +! The term ""executing broker"" as used in Rule 9.11A refers to the +registered billing entity, Member Firm or Floor Broker to whom the order is +transmitted. + +! Rule 9.11 will provide that, in the absence of an applicable give-up +agreement, a Clearing Member may reject a trade only if: (1) the trade +exceeds trading limits established by the Clearing Member for that customer +that have been communicated to the executing broker as provided by the rule +or (2) the trade is an error for which the executing broker is responsible. + +! The new rule also places affirmative obligations on executing brokers +to confirm Clearing Member authorization for an account. For example, +prior to an executing broker accepting and executing an initial order for +any new customer account, such executing broker must confirm with the +Clearing Member by telephonic, electronic or written means, that: +(a) the customer has a valid account with the Clearing Member; +(b) the account number; +(c) the brokerage rate; +(d) the customer is authorized by the Clearing Member to place orders with +the executing broker for that account; and +(e) a listing or summary of persons authorized to place orders for that +account. +Moreover, the executing broker must retain a copy of the authorization or +the specifics of the telephonic confirmation, which includes: opposite +party, date, time, and any other relevant information. The Compliance +Department will conduct periodic audits of such records, and falsification +of such information shall be the basis for disciplinary action. + + +If you have any questions concerning this new rule, please contact Bernard +Purta, Senior Vice President, Regulatory Affairs and Operations, at (212) +299- 2380; Thomas LaSala, Vice President, NYMEX Compliance Department, at +(212) 299-2897; or Arthur McCoy, Vice President, Financial Surveillance +Section, NYMEX Compliance Department, at (212) 299-2928, + +NEW RULE 9.11A (""Give-Up Trades"") + +(Entire rule is new.) + +Rule 9.11A Give-Up Trades + +In the absence of a give-up agreement whose terms and conditions govern the +responsibilities/obligations of executing brokers, customers and Clearing +Members, the following rules shall define the respective +responsibilities/obligations of those parties to an order. The ""executing +broker"", as used in this rule, is the registered billing entity, Member +Firm or Floor Broker to whom the order is transmitted. + +(A) Responsibilities/Obligations of Clearing Members + +(1). Limits Placed by Clearing Member. A Clearing Member may, in its +discretion, place trading limits on the trades it will accept for give-up +for a customer's account from an executing broker, provided however, that +the executing broker receives prior written or electronic notice from the +Clearing Member of the trading limits on that account. Notice must be +received by the executing broker in a timely manner. A copy of such notice +shall be retained by the Clearing Member. + +(2). Trade Rejection. A Clearing Member may reject (""DK"") a trade only if: +(1) the trade exceeds the trading limits established under Section I(A) of +this rule for that customer and it has been communicated to the executing +broker as described in Subsection (A); or (2) the trade is an error for +which the executing broker is responsible. If a Clearing Member has a +basis for rejecting a trade, and chooses to do so in accordance with the +provisions of Rule 2.21(B), it must notify the executing broker promptly. + +(3). Billing. A Clearing Member will pay all floor brokerage fees incurred +for all transactions executed by the executing broker for the customer and +subsequently accepted by the Clearing Member by means of the ATOM system. +Floor brokerage fees will be agreed upon in advance among the Clearing +Member, customer and the executing broker. + +(B) Responsibilities/Obligations of Executing Brokers + +(1) Customer Order Placement. An executing broker will be responsible for +determining that all orders are placed or authorized by the customer. Once +an order has been accepted, a broker or the broker's clerk must: + +(a) confirm the terms of the order with the customer; +(b) accurately execute the order according to its terms; +(c) confirm the execution of the order to the customer as soon as +practicable; and +(d) transmit such executed order to the Clearing Member as soon as +practicable in accordance with Exchange Rules and procedures. + +2. Use of Other Persons. Unless otherwise agreed in writing, the +executing broker is allowed to use the services of another broker in +connection with the broker's obligations under these rules. The executing +broker remains responsible to the customer and Clearing Member under these +rules. + +3. Executing Broker Responsibility for Verifying Clearing Member +Authorization. Prior to a broker accepting and executing an initial order +for any new customer account, the executing broker must confirm with the +Clearing Member by telephonic, electronic or written means, that: +(f) the customer has a valid account with the Clearing Member; +(g) the account number; +(h) the brokerage rate; +(i) the customer is authorized by the Clearing Member to place orders with +the executing broker for that account; and +(j) a listing or summary of persons authorized to place orders for that +account. +The executing broker must retain a copy of the authorization or the +specifics of the telephonic confirmation, which includes: opposite party, +date, time, and any other relevant information. The falsification of such +information shall be the basis for disciplinary action. + +4. Rejection of Customer Order. Where an executing broker has confirmed +Clearing Member authorization to execute orders on behalf of a customer in +accordance with this Rule 9.11A, the broker may, in the broker's +discretion, reject an order that the customer transmits to the broker for +execution. The broker shall promptly notify the customer and the Clearing +Member(s) of any such rejection. + + + + + + + + + + + Carr Futures + 150 S. Wacker Dr., Suite 1500 + Chicago, IL 60606 USA + Tel: 312-368-6149 + Fax: 312-368-2281 + soblander@carrfut.com + http://www.carrfut.com + +" +"arnold-j/_sent_mail/427.","Message-ID: <17042690.1075857650186.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 01:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com +Subject: FW: details for long term flat price swap on Nat Gas Houston Ship + Channel Inside FERC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Russell: +Just fyi, they're willing to take us for 20 years. +---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 08:17 +AM --------------------------- +From: Eric Bass/ENRON@enronXgate on 05/10/2001 07:42 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: details for long term flat price swap on Nat Gas Houston Ship +Channel Inside FERC + +John, +Attached are the volumes associated with the 20 yr Soc Gen deal we talked +about. I have yet to hear from credit. I will let you know the status as it +becomes available. + +Eric + + -----Original Message----- +From: Alexander.WERNER@us.socgen.com@ENRON +[mailto:IMCEANOTES-Alexander+2EWERNER+40us+2Esocgen+2Ecom+40ENRON@ENRON.com] +Sent: Thursday, May 10, 2001 7:34 AM +To: Bass, Eric +Subject: details for long term flat price swap on Nat Gas Houston Ship +Channel Inside FERC + +Hi Eric, + + +Please find below the detailed terms of a possible deal that we have been +talking about during our phone conversation this morning. + + +Nature of deal : If the transaction takes place, Societe Generale would sell a +financial fixed price swap (flat price, not basis differential) to Enron. The +monthly settlement would be financial. There would not be any exchange of +physical product. + + +Period of the deal : June 1st, 2001 to January 31st, 2021. + + +Used Reference : Natural Gas-Houston Ship Channel Index Inside FERC , monthly +settlement. + + + +Volumes of the financial swap transaction : Please find below the volumes +given +month by month in MMBTU. + +(See attached file: volumes-10-5-01-for-Enron.xls) + +Since there is a tiny chance that the deal trades today, could you please +check +if you have credit with SG for this period. +If not, could you find out how much time it approximately takes to get the +credit. +In terms of credit, SG is good with Enron for this period. + +Thank you, + +Alexander Werner + + + ************************************************************************** +The information contained herein is confidential and is intended solely +for the addressee(s). It shall not be construed as a recommendation to +buy or sell any security. Any unauthorized access, use, reproduction, +disclosure or dissemination is prohibited. + +Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates +shall assume any legal liability or responsibility for any incorrect, +misleading or altered information contained herein. + ************************************************************************** + + +************************************************************************** +The information contained herein is confidential and is intended solely +for the addressee(s). It shall not be construed as a recommendation to +buy or sell any security. Any unauthorized access, use, reproduction, +disclosure or dissemination is prohibited. +Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates +shall assume any legal liability or responsibility for any incorrect, +misleading or altered information contained herein. +************************************************************************** + + - volumes-10-5-01-for-Enron.xls +" +"arnold-j/_sent_mail/428.","Message-ID: <15865188.1075857650208.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 10:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: reminder -pira dinner sund may 13 th 7.45 pm st regis +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think the velocity of the down move will be much less severe from here. +still dont think this is equilibrium. need to see aga coming in lower than +expectations for a couple weeks signaling that we've moved down the demand +curve. think a lot of spec shorts are looking to take profits as we get +close to the psychological 400 target. market needs producer selling to get +us through there. have seen some as williams is starting to hedge barrett : +hence the weakness in the back of the curve recently. still going lower but +it will be a tougher move from here. + + +From: Jennifer Fraser/ENRON@enronXgate on 05/09/2001 02:12 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: reminder -pira dinner sund may 13 th 7.45 pm st regis + +what do you think now? +see you sunday + + +" +"arnold-j/_sent_mail/429.","Message-ID: <22711298.1075857650229.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 07:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe they're for more sophisticated palates + + +From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:27 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +I pawned them off on my unsuspecting coworker - Phil. He liked them!! + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, May 09, 2001 2:27 PM +To: Ward, Kim S. +Subject: Re: + +it's an aquired taste + + +From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +those things are TERRIBLE!!!! + + + + +" +"arnold-j/_sent_mail/43.","Message-ID: <3817284.1075857595117.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 09:15:00 -0800 (PST) +From: john.arnold@enron.com +To: alan_batt@oxy.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Alan: +I received your email. I'll make sure it goes through the proper channels. +It may help if you give specific positions that interest you most as Enron is +such a big place, it will help focus the resume to the right people. +John" +"arnold-j/_sent_mail/430.","Message-ID: <27132168.1075857650250.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 07:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hot like wasabi when I bust rhymes +Big like Leann Rimes +Because I'm all about value" +"arnold-j/_sent_mail/431.","Message-ID: <5618746.1075857650272.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 07:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it's an aquired taste + + +From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +those things are TERRIBLE!!!! + +" +"arnold-j/_sent_mail/432.","Message-ID: <12102659.1075857650293.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 01:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i couldnt do it. it took 13 minutes for my alarm to wake me up." +"arnold-j/_sent_mail/433.","Message-ID: <2435466.1075857650314.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 10:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: chris.gaskill@enron.com +Subject: gas message board access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +is there a password or just knowing the address +---------------------- Forwarded by John Arnold/HOU/ECT on 05/08/2001 05:08 +PM --------------------------- +From: Alex Mcleish/ENRON@enronXgate on 05/08/2001 10:40 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: gas message board access + +John, is access to the board on a password basis now? If so, when you get a +chance could you authorise access for myself and Andew Hill (a colleague in +crude fundamentals) please? A similar board for crude and products should be +ready within a couple of weeks. Thanks + +Alex +" +"arnold-j/_sent_mail/434.","Message-ID: <30030513.1075857650336.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 10:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'm just kidding. i'm getting a haircut from 530-600. i'll call you when i +get out. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:49 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +I guess that's fair - considering the deal you worked out with Dean. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 4:48 PM +To: Ward, Kim S. +Subject: RE: + +you i guess. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +so who are the drinks on until I do ? . . . . . + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:25 PM +To: Ward, Kim S. +Subject: RE: + +drinks on tickleknees if you do + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +you're killing me!!! I WILL close two of the three!!! and I predict that I +will make $500,000 - on two tiny little gas deals. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:04 PM +To: Ward, Kim S. +Subject: RE: + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/435.","Message-ID: <30621564.1075857650358.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 09:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you i guess. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +so who are the drinks on until I do ? . . . . . + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:25 PM +To: Ward, Kim S. +Subject: RE: + +drinks on tickleknees if you do + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +you're killing me!!! I WILL close two of the three!!! and I predict that I +will make $500,000 - on two tiny little gas deals. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:04 PM +To: Ward, Kim S. +Subject: RE: + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + + + + + + + +" +"arnold-j/_sent_mail/436.","Message-ID: <32310419.1075857650380.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 07:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +drinks on tickleknees if you do + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +you're killing me!!! I WILL close two of the three!!! and I predict that I +will make $500,000 - on two tiny little gas deals. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:04 PM +To: Ward, Kim S. +Subject: RE: + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + + + + +" +"arnold-j/_sent_mail/437.","Message-ID: <29844582.1075857650401.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 07:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + +" +"arnold-j/_sent_mail/438.","Message-ID: <26241159.1075857650422.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 06:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + +" +"arnold-j/_sent_mail/439.","Message-ID: <29266307.1075857650444.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 06:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +is that with or without two snoozes? + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:24 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +and get up at 5:07 a.m.? + + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + +" +"arnold-j/_sent_mail/44.","Message-ID: <1024273.1075857595138.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 09:10:00 -0800 (PST) +From: john.arnold@enron.com +To: smithf@epenergy.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Smith, Foster"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I almost forget about your debt, but then your BMW 315ia reminded me of it." +"arnold-j/_sent_mail/440.","Message-ID: <4413269.1075857650465.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 06:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wanna get sauced after work?" +"arnold-j/_sent_mail/441.","Message-ID: <18520811.1075857650486.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 08:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.walker@enron.com +Subject: Re: RISK Magazine Interview +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Walker +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jennifer: +I don't think we have much interest in doing this interview since it +primarily pertains to our views of the market. I would speak in such +generalities that it probably wouldn't be a good interview. +John + + + + + +Jennifer Walker@ENRON +05/07/2001 08:57 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RISK Magazine Interview + +John: +Kevin Foster with Risk Magazine is working on an article for the June issue +regarding Gas Markets in the U.S. Basically, he is interested in Enron's +opinion of: + +1. Physical Supply/Demand of gas and how this is affecting financial trades +2. Where do we anticipate gas prices going over the summer? +3. The state of the industry--any major issues that may affect the market? + +If this sounds like a story we would be interested in doing, please let me +know and I will coordinate a short phone interview with Kevin Foster. I know +it usually works best for your schedule to do this after 4pm, so please let +me know if Tuesday after 4 would be good for you. + +Thanks for your help and please call me with any questions. + +Jennifer Walker +Public Relations +x3-9964 + + +" +"arnold-j/_sent_mail/442.","Message-ID: <28367005.1075857650509.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 01:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: steve.lafontaine@bankofamerica.com +Subject: RE: you shudda been in vegas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Lafontaine, Steve"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that night i had so much brain damage i couldnt function. + +as opposed to ???? + + + + +""Lafontaine, Steve"" on 05/07/2001 +06:29:44 AM +To: John.Arnold@enron.com +cc: +Subject: RE: you shudda been in vegas + + +was a great time-sat at bo collins dinner table spoke briefly. by that nite +i had so much brain damage i couldnt function. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 04, 2001 11:31 AM +To: LaFontaine, Steve +Subject: Re: its never gonna break + + + +your guys are probably seeing this as well, but, 50 cents higher our +customer biz was 95/5 from buy side. now it's 50/50. can almost smell +blood among the producers. only problem is trade is sooooo short they cant +see straight. were the market still not so fundamentally overvalued right +now i'd be looking for a 25 cent move up. just can't see that happening at +this level though. + + +********************Legal Disclaimer************************** +This email may contain confidential information and is + only for the use of the intended or named recipient. It +has been prepared solely for informational purposes +from sources believed to be reliable, and is not a +solicitation, commitment or offer. All information is +subject to change without notice, and is provided +without warranty as to its completeness or accuracy. If + you are not the intended recipient, you are hereby +notified that any review, dissemination, distribution, +copying or other use of this email and its attachments +(if any) is strictly prohibited and may be a violation of +law. If you have received this email in error, please +immediately delete this email and all copies of it from +your system (including any attachments), destroy any +hard copies of it, and notify the sender. Thank you. + +" +"arnold-j/_sent_mail/443.","Message-ID: <22893642.1075857650531.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 01:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: ng +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i guess i have to keep my 395 price target. just nothing bullish in the near +term except crude. and that's not enough now. need to get to a new price +regime to pick up more demand quickly. + + +From: Jennifer Fraser/ENRON@enronXgate on 05/06/2001 05:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng + +what do you think this week and next 3 weeks-----june expiry 4.20? + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 25, 2001 7:00 PM +To: Fraser, Jennifer +Subject: Re: please fill in--i lost the scrap of paper + +my numbers from mar 15. would raise jun-augy by 10 cents because of the +supportive weather we had from mar 15-apr 15 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: please fill in--i lost the scrap of paper + + + + arnold +May-01 455 +Jun-01 395 +Jul-01 370 +Aug-01 350 +Sep-01 350 +Oct-01 360 +Nov-01 360 +Dec-01 325 +Jan-02 280 + + + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/_sent_mail/444.","Message-ID: <4782397.1075857650552.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 01:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +none + + +From: John J Lavorato/ENRON@enronXgate on 05/07/2001 07:46 AM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Harry +Arora/ENRON@enronXgate, Berney C Aucoin/HOU/ECT@ECT, Edward D +Baughman/ENRON@enronXgate, Tim Belden/ENRON@enronXgate, Christopher F +Calger/ENRON@enronXgate, Derek Davies/CAL/ECT@ECT, Mark Dana +Davis/HOU/ECT@ECT, Joseph Deffner/ENRON@enronXgate, Paul Devries/TOR/ECT@ECT, +W David Duran/HOU/ECT@ECT, Chris H Foster/ENRON@enronXgate, Chris +Gaskill/ENRON@enronXgate, Doug Gilbert-Smith/Corp/Enron@ENRON, Rogers +Herndon/HOU/ECT@ect, Ben Jacoby/HOU/ECT@ECT, Scott Josey/ENRON@enronXgate, +Kyle Kitagawa/CAL/ECT@ECT, Fred Lagrasta/ENRON@enronXgate, John J +Lavorato/ENRON@enronXgate, Eric LeDain/CAL/ECT@ECT, Laura +Luce/Corp/Enron@Enron, Thomas A Martin/ENRON@enronXgate, Jonathan +McKay/CAL/ECT@ECT, Ed McMichael/HOU/ECT@ECT, Don Miller/ENRON@enronXgate, +Michael L Miller/ENRON@enronXgate, Rob Milnthorp/CAL/ECT@ECT, Jean +Mrha/ENRON@enronXgate, Scott Neal/HOU/ECT@ECT, David Parquet/SF/ECT@ECT, +Kevin M Presto/HOU/ECT@ECT, Brian Redmond/ENRON@enronXgate, Hunter S +Shively/ENRON@enronXgate, Fletcher J Sturm/HOU/ECT@ECT, ""Swerzbin, Mike"" +@SMTP@enronXgate, C John Thompson/ENRON@enronXgate, +Carl Tricoli/Corp/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Frank W +Vickers/NA/Enron@Enron, Lloyd Will/HOU/ECT@ECT, Greg Wolfe/ENRON@enronXgate, +Max Yzaguirre/NA/Enron@ENRON, John Zufferli/CAL/ECT@ECT +cc: +Subject: + +I asked everyone for their A/A needs and received very little feedback. +Please respond promptly. + + +Thanks + +John + +" +"arnold-j/_sent_mail/445.","Message-ID: <14882301.1075857650574.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: steve.lafontaine@bankofamerica.com +Subject: Re: its never gonna break +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Lafontaine, Steve"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +your guys are probably seeing this as well, but, 50 cents higher our customer +biz was 95/5 from buy side. now it's 50/50. can almost smell blood among +the producers. only problem is trade is sooooo short they cant see +straight. were the market still not so fundamentally overvalued right now +i'd be looking for a 25 cent move up. just can't see that happening at this +level though. " +"arnold-j/_sent_mail/446.","Message-ID: <12107662.1075857650596.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +only if you promise to post regular updates on the trucking market. + +call chris gaskill to get the password. + + +From: Matthew Arnold/ENRON@enronXgate on 05/04/2001 10:22 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + sign me up for the gas message board + +" +"arnold-j/_sent_mail/447.","Message-ID: <19407296.1075857650617.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +will see you there (most probably) + + +From: Kim Ward/ENRON@enronXgate on 05/04/2001 10:18 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +My floor looks good - now i just have to paint. Have fun in San Antonio. +Monday morning? + + -----Original Message----- +From: Arnold, John +Sent: Friday, May 04, 2001 9:38 AM +To: Ward, Kim S. +Subject: Re: + +i like that feeling...as long as someone doesnt punch you in the gut. i'm +going to san antonio at lunch today to play soccer so i just took the day +off. catching up on 2 weeks of email. i know how to relax don't i + + +From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Every single muscle in my stomach is sore. + + + + + +" +"arnold-j/_sent_mail/448.","Message-ID: <29352074.1075857650639.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: adam.r.bayer@vanderbilt.edu +Subject: Re: Hi +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Bayer, Adam Ryan"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey Adam: +sorry for the delay. just been very busy. congrats on joining enron. think +you made the right chioce. i would recommend structuring. it's a good way +to understand how enron works, how we look at and manage risk, and you get +close to the trading component. a friend of mine, ed mcmichael runs the gas +structuring group. try emiling him probably at emcmich@enron.com. keep in +touch, +john + + + + +""Bayer, Adam Ryan"" on 04/10/2001 03:06:34 PM +To: John.Arnold@enron.com +cc: +Subject: Hi + + +Hi John, + +I hope your gas markets are moving nicely this week. Its +been a long time since we talked, but a lot has happened. +But the most important thing has been my decision to join +Enron. At this point, I am looking around for a rotation, +and I have received a lot of advice pointing me towards +Gas/Power Structuring and RAC rotations. I am wondering if +you know some people in these areas who might be looking +for analysts. I have heard that traders work closely with +the structured finance and RAC guys, true? If you have +time please let me know if you know of anything. + +Thanks, + +Adam Bayer + + +" +"arnold-j/_sent_mail/449.","Message-ID: <3054198.1075857650661.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: <> - Quigley050401 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +this is my idea of vacation..." +"arnold-j/_sent_mail/45.","Message-ID: <1547671.1075857595161.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 09:07:00 -0800 (PST) +From: john.arnold@enron.com +To: kendrick.brown@eia.doe.gov +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: kendrick.brown@eia.doe.gov +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I am not able to pull up the link for the short term outlook for natural +gas. Can you please make sure the link is updates. +Thanks, +John" +"arnold-j/_sent_mail/450.","Message-ID: <27187948.1075857650684.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Fimat (Soc Gen Line) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes i will + + +From: Sarah Wesner/ENRON@enronXgate on 05/04/2001 09:50 AM +To: John Arnold/HOU/ECT@ECT +cc: Joseph Deffner/ENRON@enronXgate +Subject: Fimat (Soc Gen Line) + +John - I got a call from Warren Tashnek today. He is concerned about the +usage of the Fimat line because the trading volume is not covering its +costs. He wanted to know how to increase business with Enron. I referred +him to you. As you know, he is so nice and not trying to start a fight with +us but needs more trades to justify the cost of the line. Will you please +address this with him? + +Thanks, Sarah + + + + +" +"arnold-j/_sent_mail/451.","Message-ID: <3587272.1075857650705.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.disturnal@enron.com, john.griffith@enron.com, mike.maggi@enron.com +Subject: option candlesticks technical paper +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Disturnal, John Griffith, Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/04/2001 09:40 +AM --------------------------- + + +SOblander@carrfut.com on 05/04/2001 09:31:27 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks technical paper + + +Several people have asked how to read the Carr Futures option candlestick +charts. +Attached is a research note discussing tracking and trading option +volatility. + +(See attached file: Tracking and Trading Nat Gas Vols.pdf) + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + - Tracking and Trading Nat Gas Vols.pdf +" +"arnold-j/_sent_mail/452.","Message-ID: <27533790.1075857650727.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: <> - Quigley050401 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +do you know what my user id and password are? +---------------------- Forwarded by John Arnold/HOU/ECT on 05/04/2001 09:33 +AM --------------------------- + + +eserver@enron.com on 05/04/2001 10:37:18 AM +To: ""john.arnold@enron.com"" +cc: +Subject: <> - Quigley050401 + + +The following expense report is ready for approval: + +Employee Name: Henry Quigley +Status last changed by: Automated Administrator +Expense Report Name: Quigley050401 +Report Total: $107.45 +Amount Due Employee: $107.45 + + +To approve this expense report, click on the following link for Concur +Expense. +http://xms.enron.com + +" +"arnold-j/_sent_mail/453.","Message-ID: <11245962.1075857650748.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i like that feeling...as long as someone doesnt punch you in the gut. i'm +going to san antonio at lunch today to play soccer so i just took the day +off. catching up on 2 weeks of email. i know how to relax don't i + + +From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Every single muscle in my stomach is sore. + + +" +"arnold-j/_sent_mail/454.","Message-ID: <32325811.1075857650770.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.mcgowan@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin McGowan +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +absolutely...though i'm not sure how you do it. call chris gaskill and he +should be abl to help. + + +From: Kevin McGowan/ENRON@enronXgate on 05/04/2001 09:33 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +John, + +Could I get access to the gas message board? + +KJM + +" +"arnold-j/_sent_mail/455.","Message-ID: <20112711.1075857650791.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 07:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +To explain the P&L of -349,000 : +We executed the trade when you gave the order (the delta anyway), first thing +in the morning. The market rallied 8 cents from the morning, with the back +rallying about 2.5 cents. On 904 PV contracts, curve shift was -226,000. +The balance, $123,000, is almost exactly $.01 bid/mid, which I think is +pretty fair considering the tenor of the deal and that it included price and +vol. Cal 3 straddles, for instance, are $1.39 / $1.45. + +Looking out for you bubbeh: +John +" +"arnold-j/_sent_mail/456.","Message-ID: <7001722.1075857650813.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 08:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.roberts@enron.com +Subject: Re: No Cracks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike A Roberts +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +almost forgot about you.... +will take care of . we'll keep you guys together close to the traders. + + + + + + From: Mike A Roberts 05/01/2001 09:48 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: No Cracks + + +Johnny, + +Please don't let my group fall through the cracks! + +We'd like to be as close to your desk in the new building as possible (8 +seats) + +unless you think we should focus on one of the geographical desks + +- Mike + + + +" +"arnold-j/_sent_mail/457.","Message-ID: <2564966.1075857650834.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 05:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: soblander@carrfut.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: SOblander@carrfut.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no + + + + +SOblander@carrfut.com on 05/01/2001 11:44:40 AM +To: soblander@carrfut.com +cc: +Subject: Please respond + + +Carr is hosting an enymex presentation at our office in New York this +Monday, May 7th from 2-4 PM. We are double checking our head count to make +sure that we will be ready for the people attending the presentation. +If you would, please reply to this email with a yes or a no to indicate +your intentions of attending this enymex presentation. +Thank you. + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + +" +"arnold-j/_sent_mail/458.","Message-ID: <25502610.1075857650856.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 01:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.disturnal@enron.com, john.griffith@enron.com +Subject: option candlesticks as a hot link +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Disturnal, John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/01/2001 08:10 +AM --------------------------- + + +SOblander@carrfut.com on 05/01/2001 07:51:18 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks48.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/459.","Message-ID: <31616775.1075857650877.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 14:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stranger: +Any interest in getting a drink or dinner Tuesday? havent seen you in +forever." +"arnold-j/_sent_mail/46.","Message-ID: <7034314.1075857595182.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 08:57:00 -0800 (PST) +From: john.arnold@enron.com +To: stephanie.sever@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Stephanie Sever +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stephanie: +Please set up Mike Maggi for trding on Intercontinental Exch. +Thanks, +John" +"arnold-j/_sent_mail/460.","Message-ID: <15158297.1075857650899.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: jean.mrha@enron.com +Subject: RE: Your note +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jean Mrha +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +my email as far as i know is jarnold@enron.com. not on msn though. +i made space for your 8 people as well as ferries, roberts, and the other +person (??) you requested. Come down tomorrow and i'll show you the layout +again. +john + + +From: Jean Mrha/ENRON@enronXgate on 04/30/2001 08:34 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: Your note + +Arnold, + +I am trying to talk via MSN messenger service and it will not accept +jarnold@enron.com or any other reasonable email path. What is your official +email path? I am assuming that you are using Outlook. I am here at work +trying to close a deal. + +I will forward your message to Grass, but I want to visually see the layout +of the floor. I will end up having spots on five and six. Also, Nelson +Ferries' and Linda Roberts' location are very important to the +Wellhead/Ecommerce effort. And yes, John will need room to grow. + +What did you think of the article? + +Mrha + + + + -----Original Message----- +From: Arnold, John +Sent: Monday, April 30, 2001 8:23 PM +To: Mrha, Jean +Subject: + +Jean: +I think the location i talked about before is actually better for you. The +area towards the edge of the building borders the northeast gas group, +long-term originators, and mid-market orig group. not exactly who you need +to be around. the location in the center is much closer to the east gulf +group, specifically sandra, and the same distance to the central and texas +trading groups. most importantly, it provides room for both your group and +the trading group to expand. call me if you want to talk further.... +thanks for the article. +john + +" +"arnold-j/_sent_mail/461.","Message-ID: <20264234.1075857650921.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Advisory invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you take care of this... +---------------------- Forwarded by John Arnold/HOU/ECT on 04/30/2001 08:26 +PM --------------------------- + + +""Mark Sagel"" on 04/27/2001 10:14:42 AM +To: ""John Arnold"" +cc: +Subject: Advisory invoice + + + +John: +? +Attached is the invoice covering the current period. +? +Hope all is well. No changes on analysis.? Market will have occasional +rallies (not significant) but all evidence shows lower levels to be seen.? +Most bearish case shows decline until late May or first two weeks of June.? +Prices from 420 - 380. + - invoice enron 9943.doc +" +"arnold-j/_sent_mail/462.","Message-ID: <3505125.1075857650942.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: jean.mrha@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jean Mrha +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jean: +I think the location i talked about before is actually better for you. The +area towards the edge of the building borders the northeast gas group, +long-term originators, and mid-market orig group. not exactly who you need +to be around. the location in the center is much closer to the east gulf +group, specifically sandra, and the same distance to the central and texas +trading groups. most importantly, it provides room for both your group and +the trading group to expand. call me if you want to talk further.... +thanks for the article. +john" +"arnold-j/_sent_mail/463.","Message-ID: <22612994.1075857650964.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: edie.leschber@enron.com +Subject: Re: March 2001/1Q 2001 Reporting Package +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Edie Leschber +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +would like to meet to review to make sure i understand. may only take a +couple minutes. are you free at 330 on tuesday? + + +From: Edie Leschber/ENRON@enronXgate on 04/30/2001 10:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: March 2001/1Q 2001 Reporting Package + +John, +I have the reporting package for March 2001 and 1Q 2001 for the Financial +Team for you. +Would you like to meet to review or would you prefer that I just deliver it +to you for your review? + +Thank you, +Edie Leschber +X30669 + +" +"arnold-j/_sent_mail/464.","Message-ID: <19103744.1075857650985.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 10:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: pulaski +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remind jim how the h/j/k spread acted this year. granted it won't behave +that way again until close to expiry, but i like the j/k outright much moreso +than the condor. + + + + +Caroline Abramo@ENRON +04/30/2001 12:24 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: pulaski + + +---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/30/2001 +01:23 PM --------------------------- + + +Jim Pulaski on 04/30/2001 12:17:09 PM +To: ""Caroline. Abramo (E-mail)"" +cc: + +Subject: + + +btw, that wasnt me buying the f-g/j-k on friday at 4 + + + +" +"arnold-j/_sent_mail/465.","Message-ID: <27832524.1075857651008.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 02:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/30/2001 09:30 +AM --------------------------- + + +""Mark Sagel"" on 04/29/2001 06:50:29 PM +To: ""John Arnold"" +cc: +Subject: natural update + + + +Latest comments FYI + - ng042901.doc +" +"arnold-j/_sent_mail/466.","Message-ID: <32451369.1075857651030.JavaMail.evans@thyme> +Date: Sun, 29 Apr 2001 12:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you get me the number of our contact at the Delano. I have a personal +favor to ask them. +john" +"arnold-j/_sent_mail/467.","Message-ID: <16426298.1075857651051.JavaMail.evans@thyme> +Date: Sun, 29 Apr 2001 12:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: epao@mba2002.hbs.edu +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +pookie: +check this out: +www.sailmainecoast.com/index.html" +"arnold-j/_sent_mail/468.","Message-ID: <24487741.1075857651072.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 08:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +212 836 5030" +"arnold-j/_sent_mail/469.","Message-ID: <20369404.1075857651093.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 10:32:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +kimberly: +any interest in accompanying me to maggi's bd party sat nite?" +"arnold-j/_sent_mail/47.","Message-ID: <13457557.1075857595203.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 03:55:00 -0800 (PST) +From: john.arnold@enron.com +To: smithf@epenergy.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Smith, Foster"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +welcome to the world of electronic market making. .. it's fun ,huh? + + + + +""Smith, Foster"" on 11/08/2000 08:44:36 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: + + +Hey dickhead....quit arbing me on ice. When are we going to another +Rocket's game so I can when my fucking money back? + + +****************************************************************** +This email and any files transmitted with it from El Paso +Energy Corporation are confidential and intended solely +for the use of the individual or entity to whom they are +addressed. If you have received this email in error +please notify the sender. +****************************************************************** + +" +"arnold-j/_sent_mail/470.","Message-ID: <26270791.1075857651114.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 04:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: PIRA +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure + + +From: Jennifer Fraser/ENRON@enronXgate on 04/26/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: PIRA + +They are coming in Sunday night obviously ( the 13th of May) +We may do a dinner around 8pm -- if this is a yes --are you in you? wanna +pick their brains with a one on one? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/_sent_mail/471.","Message-ID: <23972750.1075857651136.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 12:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +may be looking to sell some naked calls soon. can you check that i would be +approved to sell 200 of either 65 or 70's expiring somewhere between jul-jan. + also, if i sell naked calls with a tenor of more than one year that expire +worthless, do the gains get counted as LT cap gains?" +"arnold-j/_sent_mail/472.","Message-ID: <21960432.1075857651159.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 12:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: jonathan.whitehead@enron.com +Subject: Re: LNG +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jonathan Whitehead +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure, how about thursday at 3:30? would like to get update on ENE's lng +projects as well. + + +Jonathan Whitehead @ ENRON 04/24/2001 07:28 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: LNG + +John, I have just arrived in Houston, and will be running the LNG Trading & +Shipping business. I worked for Louise for many years, and took over the +European Gas business from her when she came over here a few years ago. I'd +like to meet you and discuss a few issues. Do you have any time over the next +few days? + +Thanks, +Jonathan + + +" +"arnold-j/_sent_mail/473.","Message-ID: <23796358.1075857651180.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: please fill in--i lost the scrap of paper +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +my numbers from mar 15. would raise jun-augy by 10 cents because of the +supportive weather we had from mar 15-apr 15 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: please fill in--i lost the scrap of paper + + + + arnold +May-01 455 +Jun-01 395 +Jul-01 370 +Aug-01 350 +Sep-01 350 +Oct-01 360 +Nov-01 360 +Dec-01 325 +Jan-02 280 + + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/_sent_mail/474.","Message-ID: <10119599.1075857651203.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: PIRA Global Oil and Natural Outlooks- Save these dates. +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are we first? if not, when does the road show start and/or when does the +basic theme get distributed around the industry? + + +From: Jennifer Fraser/ENRON@enronXgate on 04/20/2001 09:10 AM +To: Cathy Phillips/HOU/ECT@ECT, Mark Frevert/ENRON@enronXgate, Mike +McConnell/HOU/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Doug +Arnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Alan Aronowitz/HOU/ECT@ECT, +Pierre Aury/LON/ECT@ECT, Sally Beck/HOU/ECT@ECT, Rick +Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stephen H +Douglas/ENRON@enronXgate, Shanna Funkhouser/ENRON@enronXgate, Eric +Gonzales/LON/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Vince J +Kaminski/HOU/ECT@ECT, Larry Lawyer/ENRON@enronXgate, Chris +Mahoney/LON/ECT@ECT, George Mcclellan/ENRON@enronXgate, Thomas +Myers/ENRON@enronXgate, John L Nowlan/HOU/ECT@ECT, Beth +Perlman/ENRON@enronXgate, Brent A Price/ENRON@enronXgate, Daniel +Reck/ENRON@enronXgate, Cindy Skinner/ENRON@enronXgate, Stuart +Staley/LON/ECT@ECT, Mark Tawney/ENRON@enronXgate, Scott +Tholan/ENRON@enronXgate, Lisa Yoho/NA/Enron@Enron, Neil +Davies/ENRON@enronXgate, Per Sekse/NY/ECT@ECT, Stephen H +Douglas/ENRON@enronXgate, Scott Vonderheide/Corp/Enron@ENRON, Jonathan +Whitehead/AP/Enron@Enron, Michael K Patrick/ENRON@enronXgate, Chris +Gaskill/ENRON@enronXgate, John Arnold/HOU/ECT@ECT +cc: Nicki Daw/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, DeMonica +Lipscomb/ENRON@enronXgate, Yvonne Francois/ENRON@enronXgate, Angie +Collins/ENRON@enronXgate, Donna Baker/ENRON@enronXgate, Helen Marie +Taylor/HOU/ECT@ECT, Chantelle Villanueva/ENRON@enronXgate, Betty J +Coneway/ENRON@enronXgate, Patti Thompson/HOU/ECT@ECT, Cherylene +Westbrook/ENRON@enronXgate, Candace Parker/LON/ECT@ECT, Sharon +Purswell/ENRON@enronXgate, Gloria Solis/ENRON@enronXgate, Brenda J +Johnston/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Susan McCarthy/LON/ECT@ECT, +Paula Forsyth/ENRON@enronXgate, Shirley Crenshaw/HOU/ECT@ECT, Kathleen D +Hardeman/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stuart +Cichosz/ENRON@enronXgate, Judy Zoch/NA/Enron@ENRON, Sunita +Katyal/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cherry Mont/NY/ECT@ECT, Lydia +Reeves/HOU/ECT@ECT, Kristy Armstrong/ENRON@enronXgate, Nita +Garcia/NA/Enron@Enron, Christina Brandli/ENRON@enronXgate, Yolanda +Martinez/Corp/Enron@ENRON, Michele Beffer/ENRON@enronXgate, Shimira +Jackson/ENRON@enronXgate +Subject: PIRA Global Oil and Natural Outlooks- Save these dates. + + +PIRA is coming in May to do their semi-annual energy outlook. + +Greg Shuttlesworth- North American Natural Gas --- May 14th 3-5 pm (30 C1) +? New Production Outlook +? Price Direction +? Demand Fundamentals + +Dr. Gary Ross - World Oil Outlook --- May 16th 7-8:30 am --32C2 +? OIl/ Demand/ supply Outlook +? Regional balances +? OPEC Rhetoric + +Jen Fraser +34759 + +" +"arnold-j/_sent_mail/475.","Message-ID: <26239621.1075857651225.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Understanding the natural view +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +1. don't know. some industrial shutdown is not gas price dependent. some +will not come back at the same prices it went off. residential conservation +i think is underestimated and has a severe lag effect that will not come back +as prices fall. as far as switching i dont think #2 is the floor some people +think it is. maybe #6 is the floor. +2. you know my outlook for xh, with slightly above normal weather jan goes +out at 2.75 and that is not constrained by a #6 floor. next jv, too far away +to really run the numbers but think natty reestablishes itself as a +$2.50-3.50 commodity. +3. the obvious +4. yes. believe if we end at 2.6 in the ground, the current nymex forward +curve may be fairly priced. my belief is that at the current prices we will +end up with much more than 2.6 and that $5 is not value if we have 2.8 in the +ground and gaining y on y. circular argument that leads to my belief that +prices must fall. +5. not necessarily. will loss of demand with normal weather cancel the fact +that there will be much less demand destruction. probably. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/22/2001 05:54 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Understanding the natural view + + +1- The above spreadsheet looks at HO-NG seasonally. It gives perspective on +'normal relationships'. + +Things I need to clarify about your ng view +1- As gas plummets are you assuming that it regains all demand (industrial +shutdowns and fuel switchers)? +2-What is your outlook for Nov-Mar 01 and Ap-oct 02 +3- How does your view change with a normal, cold or warm winter ? +4- Is your view predicated on getting to 2.6 is easy and that world did not +end this past winter a storage level of 2.6? +5- Do you believe that we will need to price some demand out again this +winter? + + +Thanks + +" +"arnold-j/_sent_mail/476.","Message-ID: <3417404.1075857651247.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Sixth Floor Layout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you send jean a list of her seat numbers +---------------------- Forwarded by John Arnold/HOU/ECT on 04/25/2001 06:38 +PM --------------------------- +From: Jean Mrha/ENRON@enronXgate on 04/18/2001 03:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Sixth Floor Layout + + + +John, + +I heard from Wes Colwell that you had been appointed by Lavorato to layout +the sixth floor for gas. This morning I spoke to Wes regarding the placement +of the Upstream/Ecommerce desk on six. I have taken 6 spaces but I need two +more. The two I would like to use (e29 & e30) are currently being occupied +by the Central Region. I would like to move these individuals to two spots +right across from their current location (e35 & e36). + + +For your information, the current six spots that I have are : e17, e18, e21, +e22, e23 and e24. + +Please call when you can. Good luck trading... + +Regards, Mrha +" +"arnold-j/_sent_mail/477.","Message-ID: <24679316.1075857651269.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 10:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks a lot" +"arnold-j/_sent_mail/478.","Message-ID: <18941282.1075857651290.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 07:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +awfully close......" +"arnold-j/_sent_mail/479.","Message-ID: <15242680.1075857651311.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 04:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Power Group +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +Ina Rangel +04/23/2001 05:04 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Power Group + +John, + +Have you cleared everything with Presto about having to move over one row to +make room for Fred's group? + +-Ina + +" +"arnold-j/_sent_mail/48.","Message-ID: <24289974.1075857595225.JavaMail.evans@thyme> +Date: Mon, 6 Nov 2000 07:07:00 -0800 (PST) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yep + + + + +Brian Hoskins@ENRON COMMUNICATIONS +11/06/2000 11:08 AM +To: John Arnold/HOU/ECT@ECT +cc: Fangming Zhu/Corp/Enron@ENRON +Subject: + +John, + +Are you available to install the Enron Messenger application today at 4pm? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + +" +"arnold-j/_sent_mail/480.","Message-ID: <29203697.1075857651333.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 05:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.griffith@enron.com, john.disturnal@enron.com +Subject: option candlesticks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Griffith, John Disturnal +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/23/2001 12:53 +PM --------------------------- + + +SOblander@carrfut.com on 04/23/2001 10:15:27 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks51.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/481.","Message-ID: <25865671.1075857651354.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 00:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: bartonbarile113@cutey.com +Subject: Re: Overwhelmed By Debt? [qenld] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: bartonbarile113@cutey.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +1sm2qs1@msn.com on 04/23/2001 10:48:39 AM +Please respond to bartonbarile113@cutey.com +To: tv7hmcd5@msn.com +cc: +Subject: Overwhelmed By +Debt? [qenld] + + +Debt got you down? +You're not alone.... + +Consumer debt is at an all-time high. + +If you are in debt more that $10,000, please read on. + +Whether your debt dilemma is the result of illness, +unemployment, or overspending, it can all seem overwhelming. + +Don't despair. + +We can help you regain your financial foothold. + +We invite you to find out what thousands +before you have already discovered. Fill out +our simplified form below for your free +consultation and see how much you can save! +Let us show you how to become debt free without +borrowing or filing bankruptcy. + +[][][][][][][][][][][][][][][][][][][][][][][][][] + + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size($10,000 Min): + +(No information ever provided to any third party sources) + +[][][][][][][][][][][][][][][][][][][][][][][][][] + +This request is totally risk free. +No obligation or costs are incurred. + +Thank you for your time. + +To unsubscribe please hit reply and send a message with remove in the subject. + +" +"arnold-j/_sent_mail/482.","Message-ID: <26672704.1075857651376.JavaMail.evans@thyme> +Date: Fri, 20 Apr 2001 08:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: Henry ""scuba"" called +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +do you mind if i go out with the boys from work tonight?" +"arnold-j/_sent_mail/483.","Message-ID: <935846.1075857651397.JavaMail.evans@thyme> +Date: Fri, 20 Apr 2001 00:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: wine@bassins.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: wine@bassins.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello, I noticed you carried several of the 98 Zoom Zins. Any chance you +have the 33 year old vines version? Please advise, +John" +"arnold-j/_sent_mail/484.","Message-ID: <25295330.1075857651418.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 09:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: please fill in--i lost the scrap of paper +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you think i'm going to put this in ellectronic form? no way. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: please fill in--i lost the scrap of paper + + + + arnold +May-01 +Jun-01 +Jul-01 +Aug-01 +Sep-01 +Oct-01 +Nov-01 +Dec-01 +Jan-02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/_sent_mail/485.","Message-ID: <3970148.1075857651440.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 04:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.griffith@enron.com, john.disturnal@enron.com +Subject: option candlesticks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Griffith, John Disturnal +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/19/2001 11:28 +AM --------------------------- + + +SOblander@carrfut.com on 04/19/2001 10:50:12 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks25.pdf + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/486.","Message-ID: <20066651.1075857651463.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 14:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mike: +Please resend the forms needed although I may have sent the necessary docs +with the courier that delivered the check. Do not believe we've seen the +worst yet. + +Will not be looking to put more money to work on the long only side for a +while. Even with the rally today I do not believe we've seen the worst yet. + + + + + +""Gapinski, Michael"" on 04/17/2001 +08:48:53 AM +To: ""'John.Arnold@enron.com'"" +cc: ""Herrera, Rafael J."" +Subject: RE: Receipt of Hedge Fund Information + + +John - + +Yes, we received your check and forms. The check has been deposited and the +forms have been processed. The actual debits for hedge fund subscriptions +will begin on April 24th. + +As for naked options, I believe we sent the paperwork for naked options to +you in February, but I don't believe we got it back. Also, I'm concerned +about the margin requirements for naked options interfering with funds +available for the hedge fund subscriptions on April 24th. + +I also have an ACCESS manager portfolio presentation for you to review +concerning the long-stock portion of your portfolio. I'm thinking we could +knock out the paperwork, discuss protecting your liquidity for the hedge +funds vs. naked option margin requirements, and walk you through the ACCESS +manager proposal in about 30-45 minutes if you're available around 5 PM +tonight or tomorrow night. With regards to the marginable equity for naked +options question, are the stocks at Fidelity held in joint name? + +Thanks, +Mike + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Monday, April 16, 2001 3:59 PM +To: Gapinski, Michael +Subject: RE: Receipt of Hedge Fund Information + + + +mike: +just want to confirm you received my money and forms. +also, checking to see if i am set up to sell naked calls on ENE. may be +looking to do something this week. probably 100-200 contracts. +john + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/_sent_mail/487.","Message-ID: <4608532.1075857651485.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 14:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: julie.pechersky@enron.com +Subject: Re: FW: bloomberg +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Julie Pechersky +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please send it to me. +john + + +From: Julie Pechersky/ENRON@enronXgate on 04/17/2001 09:33 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: bloomberg + +John, +We are trying to transfer your bloomberg account and need to know who within +Enron North America can sign-off on this +contract. Would that be you? Or do you have a legal department that we +should forward it to? We initially changed the +name on it and had it signed under Enron Corp which is where the majority of +our Bloomberg contracts lie, but because +you can actually execute trades from the system that you are now using, it +has to be under your departments name +and we need someone to sign the contract. + +Let me know. + +Thanks, +Julie + + -----Original Message----- +From: ""ALLYSON FELLER, BLOOMBERG/ NEW YORK"" @ENRON +[mailto:IMCEANOTES-+22ALLYSON+20FELLER+2C+20BLOOMBERG_+20NEW+20YORK+22+20+3CAF +ELLER+40bloomberg+2Enet+3E+40ENRON@ENRON.com] +Sent: Monday, April 16, 2001 12:03 PM +To: JPECHER@ENRON.COM +Subject: bloomberg + +Hi Julie. I noticed the contracts have been received. However, ""North +America"" +has been crossed off the contract. That is the name it was signed under and +still the current trading name for Emissions and Natural gas. Not sure if it +was a mistake or not. Anyway - please get back to me when you can. I am going +to try to set up a meeting with the gas guys for tomorrow 4/17. Thanks + + + +" +"arnold-j/_sent_mail/488.","Message-ID: <11976444.1075857651507.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 14:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/18/2001 09:03 +PM --------------------------- + + +Outlook Migration Team@ENRON +04/17/2001 12:52 PM +To: Brandi Morris/HOU/ECT@ECT, Brian Vass/HOU/ECT@ECT, Carlos +Gorricho/Enron@EnronXGate, Christine Drummond/HOU/ECT@ECT, John +Enerson/HOU/ECT@ECT, Lesley Ayers/Corp/Enron@ENRON, L'Sheryl +Hudson/HOU/ECT@ECT, Maria LeBeau/HOU/ECT@ECT, Mark Meier/Corp/Enron@Enron, Mo +Bawa/NA/Enron@ENRON, Patrick Johnson/HOU/ECT@ECT, Richard +Lydecker/Corp/Enron@Enron, Stacie Mouton/NA/Enron@Enron, Akasha R +Bibb/Corp/Enron@Enron, Bethanne Slaughter/NA/Enron@Enron, Bruce +Harris/NA/Enron@Enron, Cecilia Rodriguez/Enron@EnronXGate, Chetan +Paipanandiker/HOU/ECT@ECT, Craig Chaney/HOU/ECT@ECT, George +Zivic/HOU/ECT@ECT, Gillian Johnson/HOU/EES@EES, Jacquelyn +Jackson/ENRON@enronXgate, Kim Detiveaux/ENRON@enronXgate, Kimberly +Friddle/NA/Enron@ENRON, Lynn Tippery/Enron@EnronXGate, Seung-Taek +Oh/NA/Enron@ENRON, Tom Doukas/NA/Enron@ENRON, Vincent Wagner/NA/Enron@Enron, +Daniel Quezada/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT, Ina +Rangel/HOU/ECT@ECT, Jason Panos/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, John +Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron, Kimberly +Hardy/Corp/Enron@ENRON, Larry May/Corp/Enron@Enron, Mike +Maggi/Corp/Enron@Enron, Andrea Crump/NA/Enron@Enron, Ashu +Tewari/NA/Enron@Enron, Bryan Deluca/NA/Enron@Enron, Cecil +John/Corp/Enron@ENRON, Clinton Anderson/HOU/ECT@ECT, Dale Neuner/HOU/ECT@ECT, +Danny Lee/Corp/Enron@Enron, Fraisy George/NA/Enron@Enron, Frank L +Davis/HOU/ECT@ECT, Gary Nelson/HOU/ECT@ECT, James Wylie/NA/Enron@Enron, +Joshua Meachum/NA/Enron@ENRON, Kathy M Moore/HOU/ECT@ECT, Keith +Clark/Corp/Enron@Enron, Mary Griff Gray/HOU/ECT@ECT, Michael +Guillory/NA/Enron@ENRON, Nicole Hunter/NA/Enron@Enron, Sunil +Abraham/NA/Enron@Enron, Lohit Datta-Barua/OTS/Enron@Enron, Michael +Woodson/GCO/Enron@ENRON, Paul Powell/GCO/Enron@ENRON, Randy +Belyeu/OTS/Enron@ENRON, Richard D Lee/OTS/Enron@ENRON, Susan +Brower/ET&S/Enron@ENRON, Alex Wong/Corp/Enron@Enron, James +Skelly/Corp/Enron@ENRON +cc: +Subject: 2- SURVEY/INFORMATION EMAIL + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. When you finish, simply click on the 'Reply' button then hit 'Send' +Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: + +Login ID: + +Extension: + +Office Location: + +What type of computer do you have? (Desktop, Laptop, Both) + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: To: + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + +" +"arnold-j/_sent_mail/489.","Message-ID: <28627284.1075857651529.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 04:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +jeanie: +i really need the docs on both phantom stock and options. +please +please +please + +john" +"arnold-j/_sent_mail/49.","Message-ID: <18386101.1075857595246.JavaMail.evans@thyme> +Date: Mon, 6 Nov 2000 01:46:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 11/6 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 11/06/2000 09:46 +AM --------------------------- + + +SOblander@carrfut.com on 11/06/2000 07:28:53 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 11/6 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude86.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas86.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil86.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded86.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix86.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG86.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL86.pdf + +April Crude http://www.carrfut.com/research/Energy1/CLJ86.pdf + + +" +"arnold-j/_sent_mail/490.","Message-ID: <1776932.1075857651550.JavaMail.evans@thyme> +Date: Tue, 17 Apr 2001 14:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7081781&tid=ene&sid=708178 +1&mid=11711" +"arnold-j/_sent_mail/491.","Message-ID: <1464788.1075857651573.JavaMail.evans@thyme> +Date: Tue, 17 Apr 2001 14:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +7:2 at 2:1 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/17/2001 05:42 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +new odds + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Monday, April 16, 2001 7:44 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +i'll take 10:1 this morning + + +From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +thats pleasant + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Sunday, April 15, 2001 3:29 PM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +eat my shorts + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + + +3:1 and your on +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Thursday, April 12, 2001 11:04 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/492.","Message-ID: <23299574.1075857651595.JavaMail.evans@thyme> +Date: Tue, 17 Apr 2001 00:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler + Auditorium! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +That's what I'm talking ABOUT !!!! + + + + +""Eva Pao"" on 04/16/2001 09:35:14 PM +Please respond to +To: +cc: +Subject: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium! + + + +? +-----Original Message----- +From: owner-mbaevents@listserv.hbs.edu +[mailto:owner-mbaevents@listserv.hbs.edu]On Behalf Of David Margalit +Sent: Monday, April 16, 2001 10:38 PM +To: mbaevents@listserv.hbs.edu +Subject: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium! + + +You've read?the Innovator's Dilemma.? Now learn?the latest.?? + +Clay??Christensen? +?How can I know in advance if something is a high-potential disruptive +market opportunity? +? +3:30pm,?Wednesday,?April?18th +Spangler Auditorium + +Come watch?Clay Christensenshare his?most recent?thoughts on?disruption, +innovation?and business. + + + + +Part of the HBS Student Association's Thought Leadership Speaker Series +Be sure not to miss: + +Michael Porter:??Strategy: New Learnings:?3:30pm,??Tuesday, +April?17th?Spangler Auditorium +Tom Eisenmann: Get Big Fast? Promise and Peril on the Path to the Evernet +3:00pm, Thursday, April 19th Aldrich 110 +Rosabeth Moss Kanter: Evolve!: Succeeding in the Digital Culture of Tomorrow +4:30pm, Thursday, April 19th Aldrich 109 + + +" +"arnold-j/_sent_mail/493.","Message-ID: <15720273.1075857651616.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 08:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +mike: +just want to confirm you received my money and forms. +also, checking to see if i am set up to sell naked calls on ENE. may be +looking to do something this week. probably 100-200 contracts. +john" +"arnold-j/_sent_mail/494.","Message-ID: <3037431.1075857651638.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 07:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: chris.abel@enron.com +Subject: Re: Loss Limit Notification for April 11th and 12th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Abel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the 14 mm loss was due to a booking mistake that could not be corrected +before the books were posted and is being corrected tonight + + + + +Chris Abel +04/16/2001 01:08 PM +To: Mike Grigsby/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: Frank Hayden/Enron@EnronXGate, Kenneth Thibodeaux/Enron@EnronXGate, Shona +Wilson/NA/Enron@Enron +Subject: Loss Limit Notification for April 11th and 12th + +Mike, can you please provide an explanation for the $71mm loss on the 11th +and the $31mm loss on the 12th, for reporting purposes? + +John, can you please provide an explanation for the $14mm loss on the 12th, +for reporting purposes? + +Thanks, + +Chris Abel +Manager, Risk Controls and Consolidated Risk Reporting + +" +"arnold-j/_sent_mail/495.","Message-ID: <13816233.1075857651661.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 04:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: francielou3224@comic.com +Subject: Re: Pay all bills with just 1 monthly payment! [y5i64] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: francielou3224@comic.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + + on 04/16/2001 11:09:55 AM +Please respond to francielou3224@comic.com +To: uo2fnw@msn.com +cc: +Subject: Pay all bills with just 1 monthly +payment! [y5i64] + + + Got debt? We can help using Debt Consolidation! + +If you owe $10,000 USD or more, consolidate your debt +into just 1 payment and let us handle the rest! +Wouldn't it be nice to have to worry about just 1 +fee instead of half a dozen? We think so too. + +- You do not have to own a home +- You do not need another loan +- No credit checks required +- Approval within 3 business days +- Available to all US citizens + +For a FREE, no obligation, consultation, please fill +out the form below and return it to us. Paying bills +should not be a chore, and your life should be as easy +and simple as possible. So take advantage of this +great offer! + + +-=-=-=-=-=-=-=-=-=-=- + +(All fields are required) + +Full Name : +Address : +City : +State : +Zip Code : +Home Phone : +Work Phone : +Best Time to Call : +E-Mail Address : +Estimated Debt Size : + + +-=-=-=-=-=-=-=-=-=-=- + + +Thank You + + +To receive no further offers from our company regarding +this matter or any other matter, please reply to this +e-mail with the word 'Remove' in the subject line. + + + +" +"arnold-j/_sent_mail/496.","Message-ID: <12760800.1075857651684.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 00:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll take 10:1 this morning + + +From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +thats pleasant + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Sunday, April 15, 2001 3:29 PM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +eat my shorts + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + + +3:1 and your on +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Thursday, April 12, 2001 11:04 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + + + + + + + +" +"arnold-j/_sent_mail/497.","Message-ID: <24390787.1075857651705.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 13:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: cwomack@rice.edu +Subject: Re: EnronOnline competitor questionnaire +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +schedule 30 min to sit down with me either mon or tues after 430. if you +want to get info, sending out an email survey is not the right way. much +easier to respond to a question in voice rather than typing it out. + + + + + on 04/09/2001 04:17:59 PM +To: jarnold@enron.com +cc: cwomack@rice.edu +Subject: EnronOnline competitor questionnaire + + +Hello Mr. Arnold, + +Thank you for speaking with me today with Kenneth Parkhill. Unfortunately, +none of my teammates are available to meet with you today. Would you please +review our questionnaire and reply back to me with your comments about the +questionnaire and answers to any questions that apply to your work. + +We will follow up with you later this week if we have questions. Thank you +for your help. + +Charles Womack +2002 Rice MBA Candidate +281-413-8147 +cwomack@rice.edu + + + + - Questionnaire.doc + +" +"arnold-j/_sent_mail/498.","Message-ID: <1475999.1075857651728.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +eat my shorts + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + + +3:1 and your on +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Thursday, April 12, 2001 11:04 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + + + + +" +"arnold-j/_sent_mail/499.","Message-ID: <10396784.1075857651750.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: leehouse211@asia.com +Subject: Re: I need your phone # to help your debt problem. [h7gmu] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: leehouse211@asia.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +239b3989d@msn.com on 04/14/2001 05:42:02 AM +Please respond to leehouse211@asia.com +To: 6na10@msn.com +cc: +Subject: I need your phone # to help your debt +problem. [h7gmu] + + +How would you like to take all of your debt, reduce +or eliminate the interest, pay less per month,and +pay them off sooner? + +We have helped over 20,000 people do just that. + +If you are interested, we invite you request our free +information by provide the following information. + + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size: + + (All information is kept securely and never + provided to any third party sources) + + This request is totally risk free. + No obligation or costs are incurred. + + To unsubscribe please hit reply and send a message with + remove in the subject. + +" +"arnold-j/_sent_mail/5.","Message-ID: <3369383.1075857594292.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:15:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Subscription +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/12/2000 05:15 +PM --------------------------- + + Enron North America Corp. + + From: Stephanie E Taylor 12/12/2000 05:10 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Subscription + + +Dear John, + +We are trying to get all subscriptions managed through eSource on a December +to December rotation. Your subscription to Energy & Power Risk Management +will expire September, 2001. The prorated subscription cost for October - +December, 2001 will be: + + Reg. Subscription Cost With Corp. Discount +Energy & Power Risk Management $93.75 $79.69 + +If you wish to renew this, we will be happy to take care of this for you. We +would appreciate your responding by December 18th. Please include your +Company and Cost Center numbers with your renewal. + +Thank You, +Stephanie E. Taylor +eSource +Houston +713-345-7928 +" +"arnold-j/_sent_mail/50.","Message-ID: <12441140.1075857595268.JavaMail.evans@thyme> +Date: Sun, 5 Nov 2000 08:58:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: Re: Final Gas and Power Trading PRC meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Is it possible to reschedule the commercial meeting from Wednesday. +Wednesday is the busiest day of the week for the gas floor. Please advise, +John + + + + +Jeanie Slone +11/02/2000 03:56 PM +To: Fred Lagrasta/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Final Gas and Power Trading PRC meeting + +Mark you calendars for the Gas and Power Trading PRC meetings to be held +Wed. November 29 (Commercial) and Mon. December 4(Commercial Support) You +will receive specific information regarding times and locations soon. +If you would like additional members of your staff to attend the meeting to +provide feedback, please submit their names to me by November 10. +A formal Gas pre-ranking meeting is not scheduled. However, if you are +interested in conducting a pre-PRC meeting, please contact me by November 10. + + +Best regards, +Jeanie +X5-3847 + + +" +"arnold-j/_sent_mail/500.","Message-ID: <20827910.1075857651772.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: korydegan4034@publicist.com +Subject: Re: Need help with your bills this month? [swbij] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: korydegan4034@publicist.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +8aya1r@msn.com on 04/15/2001 07:41:06 AM +Please respond to korydegan4034@publicist.com +To: fb753z@msn.com +cc: +Subject: Need help with your bills this +month? [swbij] + + + Are you behind in bills? + Late on a payment? + + Let us help you get out of debt NOW! + + If you are interested, we invite you to request free + information at the end of this form. + + What we can do to help YOU! + + * Stop harrassment by creditors. + * Reduce your principal balance up to 50% + * Consolidate your debts into one low monthly payment + * Improve your credit rating + * Lower your monthly payments by 40% - 60% + + Things to keep in mind: + + * There is no need to own property + * There is no need to own any equity + * This is not a loan + + This is a program that has helped thousands just like YOU! + + If you are interested, we invite you to read our free + information please provide the following information: + + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size: + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + + (All information is kept securely and never + provided to any third party sources) + + To unsubscribe please hit reply and send a message with + remove in the subject. + + +This request is totally risk free. +No obligation or costs are incurred. + +" +"arnold-j/_sent_mail/501.","Message-ID: <14858888.1075857651793.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: annamaedicastro2195@witty.com +Subject: Re: Stop harrassment by creditors, today! [amfos] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: annamaedicastro2195@witty.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +y6qa@msn.com on 04/15/2001 07:41:11 AM +Please respond to annamaedicastro2195@witty.com +To: bib28@msn.com +cc: +Subject: Stop harrassment by creditors, +today! [amfos] + + + Are you behind in bills? + Late on a payment? + + Let us help you get out of debt NOW! + + If you are interested, we invite you to request free + information at the end of this form. + + What we can do to help YOU! + + * Stop harrassment by creditors. + * Reduce your principal balance up to 50% + * Consolidate your debts into one low monthly payment + * Improve your credit rating + * Lower your monthly payments by 40% - 60% + + Things to keep in mind: + + * There is no need to own property + * There is no need to own any equity + * This is not a loan + + This is a program that has helped thousands just like YOU! + + If you are interested, we invite you to read our free + information please provide the following information: + + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size: + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + + (All information is kept securely and never + provided to any third party sources) + + To unsubscribe please hit reply and send a message with + remove in the subject. + + +This request is totally risk free. +No obligation or costs are incurred. + +" +"arnold-j/_sent_mail/502.","Message-ID: <21250414.1075857651815.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 06:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i dont remember if we fixed these yet. +---------------------- Forwarded by John Arnold/HOU/ECT on 04/12/2001 01:00 +PM --------------------------- + + +herve.duteil@americas.bnpparibas.com on 04/10/2001 04:05:06 PM +To: john.arnold@enron.com +cc: +Subject: + + + + +John, + +Sorry again... my last 2 trades (EOL # 1112587 & 1112596 - I sell 1/2 day +twice +@5.55 on May) were done again by mistake on US Gas Daily instead of NYMEX. + +I have called your help desk to try to remove US Gas Daily from my NYMEX +screen +which we cannot do so far unless I select each quote individually. However +this +would run the additional problem of not showing up new tenors you may +introduce +over time. + +Thank you and best regards, + +Herve + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ +" +"arnold-j/_sent_mail/503.","Message-ID: <2340358.1075857651846.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 04:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/_sent_mail/504.","Message-ID: <8618376.1075857651868.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: SUNRISE CAPITAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Average volume is 35,000-40,000 on nymex of which about half is spreads. So +around 20,000 outrights trade. We trade more than that on EOL. Today's +conditions 1000 lot market would be 3-4 cents wide. have executed trades as +large as 10,000 across a longer term and 1000 lot clips in the front +frequently. + + + + +Caroline Abramo@ENRON +04/12/2001 06:48 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: SUNRISE CAPITAL + +John/ Mike- could you give me a sense of the below on nat gas.. + +thanks, +ca +---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/12/2001 +07:46 AM --------------------------- + + +Caroline Abramo +04/11/2001 12:22 PM +To: Russell Dyk/Corp/Enron@ENRON, Robyn Zivic/NA/Enron@Enron, Mog +Heu/NA/Enron@Enron, Stephen Plauche/Corp/Enron +cc: Per Sekse/NY/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT + +Subject: SUNRISE CAPITAL + +This is a program trader in San Diego with about 1 Billion in Capital. They +concentrate on front month trading- both swaps and options. they are looking +for liquidity and want to know: + +1. size of the financial markets- what is the daily trading volume like? +2. bid/offer on size.. like 10,000 to start and then 5,000..1,000 - only for +the front month on swaps and options? +3. what kind of size we have seen go through directly from anyone? + +They want to know this for nat gas: I can talk to John and Mike on this +Rus- can you please get this on WTI, heat, and unleaded. + +I want to try to get this to them today... we'll be getting a lot of these +inquiries. + +Also, they trade through Carr futures, Merrill, Morgan Stanley, and +JPM/Chase.. What they want to do is trade with us and then we'll give-up the +trades to the above counterparties.. in effect, we will not have any credit +exposure..I can explain this in our meeting. + +Thanks, +CA + + + + + + +" +"arnold-j/_sent_mail/505.","Message-ID: <28131693.1075857651889.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 01:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +I need a favor. I'm trying to create an internal only Cal 2002 product for +our power guys. Product controls is saying it will take a week from monday +to get it created. any way to speed it up?" +"arnold-j/_sent_mail/506.","Message-ID: <27427045.1075857651911.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 15:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/_sent_mail/507.","Message-ID: <29114721.1075857651932.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 15:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what kind of odds. the market is saying it's 8:1 chance. I'm saying there +is a much better chance than that. i think it's 2:1 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:11 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + +wanna wager on that? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 3:57 PM +To: Fraser, Jennifer +Subject: Re: ng views + +may = 495 the rest is the same + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/_sent_mail/508.","Message-ID: <6839208.1075857651954.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 15:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +2.75 ... but yea + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:00 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + +2.50 fir jan02? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 3:57 PM +To: Fraser, Jennifer +Subject: Re: ng views + +may = 495 the rest is the same + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/_sent_mail/509.","Message-ID: <22646662.1075857651975.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 08:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +may = 495 the rest is the same + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/_sent_mail/51.","Message-ID: <20579274.1075857595290.JavaMail.evans@thyme> +Date: Sun, 5 Nov 2000 08:43:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: ACCESS Trades 11/03/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Errol: +I did not write up these access trades from Friday. Please make sure they +are in. +John +---------------------- Forwarded by John Arnold/HOU/ECT on 11/05/2000 04:42 +PM --------------------------- + + +""Mancino, Joseph (NY Int)"" on 11/03/2000 08:26:02 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: ACCESS Trades 11/03/00 + + +Greg asked me send you the ACCESS trades you did last night/this morning. + +B 37 Z 4720 +B 13 Z 4810 +B 5 Z 4815 +S 20 H 4436 + +Thank you. + +Joseph Mancino +E.D. & F. Man International +(212)566-9700 + +" +"arnold-j/_sent_mail/510.","Message-ID: <14535951.1075857651999.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 07:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +looks good to me. have you sent for materials yet? + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I found a good place - Bay Area Sailing. When you have time, go to their +website - www.bayareasailing.com and let me know what you think. + + + +John Arnold +04/11/2001 08:43 AM +To: Kim Ward/HOU/ECT@ECT +cc: +Subject: Re: + +australia definitely sounds cool. might be a little tough though. +i'd be in for keemah if you want to do that + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I'm still going to do it. I found out about one trip/lessons - 7 days in +Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA +certified at the end. In other words, you could rent a sailboat anywhere in +the world when you are done. However, as fun and as cool as it sounds - it +may not be doable. + +Also, got the name of a guy in Keemah that my friends took lessons from a few +years ago. I might give him a call - he may be expensive - they had their +own boat. + +I will keep you posted - + + + +John Arnold +04/08/2001 08:15 PM +To: Kim Ward/HOU/ECT@ECT +cc: +Subject: + +hey: +just wondering if you're still up for sailing lessons and if you've found out +anything??? + + + + + + + + + + + +" +"arnold-j/_sent_mail/511.","Message-ID: <29476741.1075857652020.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 03:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: tonight +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i went to get the tix this morn and couldnt get them. i'll probably go to +dinner. sorry + + + + +""Jennifer White"" on 04/11/2001 08:42:45 AM +To: john.arnold@enron.com +cc: +Subject: tonight + + +So do your plans for tonight involve business or pleasure? + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/512.","Message-ID: <17955846.1075857652042.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 03:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +australia definitely sounds cool. might be a little tough though. +i'd be in for keemah if you want to do that + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I'm still going to do it. I found out about one trip/lessons - 7 days in +Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA +certified at the end. In other words, you could rent a sailboat anywhere in +the world when you are done. However, as fun and as cool as it sounds - it +may not be doable. + +Also, got the name of a guy in Keemah that my friends took lessons from a few +years ago. I might give him a call - he may be expensive - they had their +own boat. + +I will keep you posted - + + + +John Arnold +04/08/2001 08:15 PM +To: Kim Ward/HOU/ECT@ECT +cc: +Subject: + +hey: +just wondering if you're still up for sailing lessons and if you've found out +anything??? + + + + + +" +"arnold-j/_sent_mail/513.","Message-ID: <28900563.1075857652063.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 01:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://gasmsgboard.corp.enron.com/msgframe.asp" +"arnold-j/_sent_mail/514.","Message-ID: <31360155.1075857652085.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.griffith@enron.com +Subject: option candlesticks as a hot link 4/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:30 +AM --------------------------- + + +SOblander@carrfut.com on 04/10/2001 07:28:36 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link 4/10 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks77.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/515.","Message-ID: <30661906.1075857652107.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: Henry Hub instead of NYMEX... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:27 +AM --------------------------- + + +herve.duteil@americas.bnpparibas.com on 04/10/2001 07:20:32 AM +To: john.arnold@enron.com +cc: +Subject: Henry Hub instead of NYMEX... + + + + +Hi John ! + +My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL +#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX. + +Could you change it to NYMEX ? + +Thank you and sorry again, + +Herve + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ +" +"arnold-j/_sent_mail/516.","Message-ID: <5694816.1075857652129.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: herve.duteil@americas.bnpparibas.com +Subject: Re: Henry Hub instead of NYMEX... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: herve.duteil@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +herve.duteil@americas.bnpparibas.com on 04/10/2001 07:20:32 AM +To: john.arnold@enron.com +cc: +Subject: Henry Hub instead of NYMEX... + + + + +Hi John ! + +My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL +#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX. + +Could you change it to NYMEX ? + +Thank you and sorry again, + +Herve + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/_sent_mail/517.","Message-ID: <15539583.1075857652152.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: calvinniggemann1511@bikerider.com +Subject: Re: Increase Sales, Accept Credit Cards! [139qu] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: calvinniggemann1511@bikerider.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you" +"arnold-j/_sent_mail/519.","Message-ID: <7607301.1075857652194.JavaMail.evans@thyme> +Date: Sun, 8 Apr 2001 15:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +just wondering if you're still up for sailing lessons and if you've found out +anything???" +"arnold-j/_sent_mail/52.","Message-ID: <30343411.1075857595311.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 04:27:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what time did you get in? + + + + +""Jennifer White"" on 11/03/2000 12:22:23 PM +To: john.arnold@enron.com +cc: +Subject: + + +Everything worked out OK. I left your key at the concierge desk. + +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/520.","Message-ID: <13524410.1075857652216.JavaMail.evans@thyme> +Date: Sun, 8 Apr 2001 12:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: RE: Monday Conference Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Took the wrong checkbook to work Friday. Will call your courier on Monday +hopefully. +John" +"arnold-j/_sent_mail/521.","Message-ID: <7036870.1075857652237.JavaMail.evans@thyme> +Date: Sun, 8 Apr 2001 11:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what's your view of crude from here over next 1-4 weeks?" +"arnold-j/_sent_mail/522.","Message-ID: <22863392.1075857652259.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 05:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: option candlesticks as a hot link +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:57 +PM --------------------------- + + +SOblander@carrfut.com on 04/06/2001 08:36:38 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks65.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/523.","Message-ID: <33241033.1075857652281.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 05:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: option candlesticks as a hot link +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:56 +PM --------------------------- + + +SOblander@carrfut.com on 04/06/2001 08:36:38 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks65.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/524.","Message-ID: <758545.1075857652302.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 00:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: kristi.tharpe@intcx.com +Subject: Re: Deal Cancellation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kristi Tharpe @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +agree + + + + +Kristi Tharpe on 04/06/2001 07:41:11 AM +To: ""'john.arnold@enron.com'"" , +""'jnnelson@duke-energy.com'"" +cc: +Subject: Deal Cancellation + + +Please reply to this correspondence to cancel deal id 131585680 between +John Neslon of Duke Energy Trading and Marketing LLC and John Arnold of +Enron North America Corp. + +Product: NG Fin, FP for LD1 Henry Hub tailgate - Louisiana +Strip: May01-Oct01 +Quantity: 2,500 MMBtus daily +Total Quantity: 460,000 MMBtus +Price/Rate: 5.57 USD / MMBtu +Effective Date: May 1, 2001 +Termination Date: October 31, 2001 + +Please call the ICE Help Desk at 770.738.2101 with any questions. + +Thanks, + + Kristi Tharpe + IntercontinentalExchange, LLC + 2100 RiverEdge Parkway, Fourth Floor + Atlanta, GA 30328 + Phone: 770-738-2101 + ktharpe@intcx.com + +" +"arnold-j/_sent_mail/525.","Message-ID: <31737668.1075857652324.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 07:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: NY hotels +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +good to me. get prices for the different types of rooms + + + + +""Jennifer White"" on 04/05/2001 12:19:52 PM +To: john.arnold@enron.com +cc: +Subject: NY hotels + + +Look what I found: http://www.60thompson.com/ + +There aren't many photos, but it sounds nice. Travelocity.com shows +cheaper, promotional rates. And I'll find out from Paula where she made +her reservations. + +I'm done. It's all up to you now. +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/526.","Message-ID: <190536.1075857652345.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 06:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: NY hotels +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +got tix for tonight" +"arnold-j/_sent_mail/527.","Message-ID: <14683270.1075857652367.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 00:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +assume we're driving the 328 up to mom this friday after work" +"arnold-j/_sent_mail/528.","Message-ID: <22426864.1075857652388.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +assuming we're driving the car to dallas tomorrow after work..." +"arnold-j/_sent_mail/529.","Message-ID: <11381110.1075857652409.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +liz: +are the diamonds still available for tonight's game?" +"arnold-j/_sent_mail/53.","Message-ID: <21461620.1075857595332.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 01:35:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: NYC rocks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea they were doing spoofs on the rules of business. i'll tell you about it +later. kind of funny. however, it took 2 hours for 30 seconds of film + + +From: Margaret Allen@ENRON on 11/02/2000 08:50 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: NYC rocks + +Without me! I can't believe you... + +Just kidding. What was it for -- the management conference? + +" +"arnold-j/_sent_mail/530.","Message-ID: <22056085.1075857652431.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetmail.com +Subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: jenwhite7@zdnetmail.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 10:40 +PM --------------------------- + + +sandra delgado on 03/30/2001 04:27:11 PM +To: JOHN.ARNOLD@ENRON.COM +cc: +Subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED + + + AGENT SS/SS BOOKING REF +YFRJLU + + WHITE/JENNIFER + + + ENRON + 1400 SMITH + HOUSTON TX 77002 + ATTN: JOHN ARNOLD + + + DATE: MAR 30 2001 ENRON + +SERVICE DATE FROM TO DEPART +ARRIVE + +CONTINENTAL AIRLINES 12APR HOUSTON TX NEW YORK NY 335P 817P +CO 1700 V THU G.BUSH INTERCO LA GUARDIA + TERMINAL C TERMINAL M + SNACK NON STOP + RESERVATION CONFIRMED 3:42 DURATION + AIRCRAFT: BOEING 737-300 + SEAT 14E NO SMOKING CONFIRMED +WHITE/JENNIFER + +CONTINENTAL AIRLINES 15APR NEWARK NJ HOUSTON TX 1100A 139P +CO 209 Q SUN NEWARK INTL G.BUSH INTERCO + TERMINAL C TERMINAL C + SNACK NON STOP + RESERVATION CONFIRMED 3:39 DURATION + AIRCRAFT: MCDONNELL DOUGLAS DC-10 ALL SERIES + SEAT 29L NO SMOKING CONFIRMED +WHITE/JENNIFER + + AIR FARE 248.37 TAX 27.13 TOTAL USD +275.50 + + INVOICE TOTAL USD +275.50 + +PAYMENT: CCVI4128003323411978/0801/A234211 + +RESERVATION NUMBER(S) CO/OMMLDH + +WHITE/JENNIFER TICKET:CO/ETKT 005 7026661562 + +**CONTINENTAL RECORD LOCATOR: OMMLDH +THIS IS A TICKETLESS RESERVATION. PLEASE HAVE A +PICTURE ID AVAILABLE AT THE AIRPORT. THANK YOU +********************************************** +NON-REFUNDABLE TKT MINIMUM $100.00 CHANGE FEE + THANK YOU FOR CALLING VITOL TRAVEL + + +__________________________________________________ +Do You Yahoo!? +Get email at your own domain with Yahoo! Mail. +http://personal.mail.yahoo.com/?.refer=text +" +"arnold-j/_sent_mail/531.","Message-ID: <20813089.1075857652453.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Friday?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +arrive some time friday night. +leave some time sunday. + + + + +Karen Arnold on 04/04/2001 09:36:32 PM +To: john.arnold@enron.com, Matthew.Arnold@enron.com +cc: +Subject: Friday?? + + +Fax or email me your itinerary for the weekend. Fax 972-690-5151! Mom + +" +"arnold-j/_sent_mail/532.","Message-ID: <645203.1075857652474.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: fzerilli@powermerchants.com +Subject: Re: Jarnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Zerilli, Frank"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +do you still have the magazine and if so can you send it to me? + + + + +""Zerilli, Frank"" on 03/23/2001 12:05:51 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Jarnold + + + + + Jarnold + + - Jarnold.jpg + +" +"arnold-j/_sent_mail/533.","Message-ID: <5850542.1075857652496.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Incremental Fuel Switching For Distillate-- Summer Estimate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i read this as though 1.5 bcf/d of more switching takes place in the summer +versus today. is that because of the forward curves are backwardated for 2 +and contango for natty? + + +From: Jennifer Fraser/ENRON@enronXgate on 03/27/2001 06:55 PM +To: John Arnold/HOU/ECT@ECT +cc: Alex Mcleish/EU/Enron@Enron, Richard Lassander/ENRON@enronXgate +Subject: Incremental Fuel Switching For Distillate-- Summer Estimate + +Given the shape of the curve, my guess for incremental substitution is +1.5Bcf/d for No2 oil. +So for the period May-Sep01 an extra 1.5Bcf/d will be put back into the +system due to No2 oil usage. + + + + +Futures Settlements Mar27-01 + NG CL BRT HO GSL HU PN + $/Mmbtu $/BBL $/BBL Cts/Gal $/ MT Cts/Gal Cts/gal +APR1 5.621 27.75 25.40 0.7794 216.25 0.9395 0.5375 +MAY1 5.661 27.84 25.50 0.737 213.75 0.9306 0.5375 +JUN1 5.703 27.66 25.39 0.7235 212.25 0.9111 0.5400 +JUL1 5.738 27.40 25.26 0.724 212.50 0.8853 0.5425 +AUG1 5.753 27.12 25.09 0.727 213.00 0.8558 0.5450 +SEP1 5.713 26.85 24.91 0.7325 213.00 0.819 0.5475 +OCT1 5.708 26.58 24.73 0.739 213.50 0.7765 0.5575 +NOV1 5.813 26.31 24.53 0.745 214.25 0.7525 0.5600 +DEC1 5.913 26.03 24.27 0.7490 215.00 0.739 0.5600 + + + + + + + +Futures Settlements DIFFS VS NG (USD/ MMBTU) (CDTY- +NG) + NG CL BRT HO GSL HU PN + $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu +APR1 0.00 -0.86 -1.29 0.00 -0.64 2.19 0.28 +MAY1 0.00 -0.88 -1.32 -0.35 -0.74 2.08 0.24 +JUN1 0.00 -0.95 -1.38 -0.49 -0.81 1.87 0.22 +JUL1 0.00 -1.03 -1.43 -0.52 -0.84 1.62 0.22 +AUG1 0.00 -1.10 -1.48 -0.51 -0.84 1.36 0.23 +SEP1 0.00 -1.10 -1.47 -0.43 -0.80 1.10 0.41 +OCT1 0.00 -1.14 -1.50 -0.38 -0.79 0.75 0.44 +NOV1 0.00 -1.30 -1.63 -0.44 -0.88 0.45 #REF! +DEC1 0.00 -1.44 -1.78 -0.51 -0.96 0.23 0.23 + +Date 27-03 + +Legend +NG NYMEX Nat Gas +CL NYMEX Crude Oil +BRT IPE Brent +HO NYMEX Heating Oil +GSL IPE Gasoil +HU NYMEX Gasoline +PN 1 BBL = 42 Gal + + + + +Date 27-03 + +Conversions +NG 1 BBL = 5.825 MMBtu +CL +BRT +HO 1 BBL = 42 Gal +GSL 1 BBL =0.134 MT +HU 1 BBL = 42 Gal +PN 1 BBL = 42 Gal + + + + + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/_sent_mail/534.","Message-ID: <15577618.1075857652518.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: Re: Monday Conference Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mike: +Two questions regarding fees: +1. What will you charge for placement fee on a 750,000-1,000,000 type +investment into the hedge funds? +2. I understand your cost structure is a little higher than Fidelity. +However, I was charged over $1,000 on my option trade for a transaction that +Fidelity charges $147.50. Is there any justification? + +Please understand that my basis for developing an account with Paine Webber +is dependent upon an agressive fee structure. I don't want to see my +above-market returns compromised by high fees. +Thanks, +John" +"arnold-j/_sent_mail/535.","Message-ID: <21362877.1075857652540.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: Guggenheim/Enron Event May 24th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +planning on going. which night are you inviting guys for? + +also, heard there were some issues about contract negotiations. don't know +specifics but if you want to discuss give me a call. might be able to +mediate this a little bit if you want. + + + + +Caroline Abramo@ENRON +03/30/2001 03:37 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: Guggenheim/Enron Event May 24th + +I think you guys need to attend +---------------------- Forwarded by Caroline Abramo/Corp/Enron on 03/30/2001 +04:37 PM --------------------------- + + + + From: Per Sekse @ ECT 03/30/2001 12:02 PM + + +To: Caroline Abramo/Corp/Enron@Enron, Russell Dyk/Corp/Enron@ENRON +cc: + +Subject: Guggenheim/Enron Event May 24th + +I'm asking for 20 tickets, possibly 40 depending on whether they have spouces +attending. Make a note for the calander. I'm thinking we can use this to get +people like Paul Tudor Jones, Louis Bacon, etc. to attend an Enron function, +while also gving the traders an opportunity to go as well. + +Per +---------------------- Forwarded by Per Sekse/NY/ECT on 03/30/2001 02:10 PM +--------------------------- +From: Margaret Allen@ENRON on 03/29/2001 02:40 PM CST +To: Michael L Miller/NA/Enron@Enron, Alan Engberg/HOU/ECT@ECT, George +McClellan/HOU/ECT@ECT, Mark Tawney/Enron@EnronXGate, Tim +Battaglia/Enron@EnronXGate, John Arnold/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, Eric Holzer/ENRON@enronXgate, Lauren +Iannarone/NY/ECT@ECT, Kimberly Friddle/NA/Enron@ENRON, Peggy +Mahoney/HOU/EES@EES, Suzanne Rhodes/HOU/EES@EES, Edward Ondarza/Enron +Communications@Enron Communications, Rick +Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Eric Gonzales/LON/ECT@ECT, +per.sekse@enron.com, Christie Patrick/HOU/ECT@ECT, Raymond +Bowen/enron@enronxgate, Jeffrey A Shankman/Enron@EnronXGate, Randal +Maffett/HOU/ECT@ECT +cc: Dennis Vegas/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Yvette +Simpson/Corp/Enron@ENRON, Margaret Allen/Corp/Enron@ENRON +Subject: Guggenheim/Enron Event + +Hello all, + +Over the last few weeks correspondence has been disseminated to you in +regards to opportunities with the Guggenheim Museum in New York. We need to +get a more accurate head count if we would like to have a private Enron event +at the Frank Gehry Exhibit. Tentatively, we have May 24th on hold and Frank +Gehry has agreed to be in attendance, which is an added-value. The event +would be a formal dinner with approximately 150-200 people, including Enron +executives and their potential/existing customers. Again, the attendance +list is created through your requests but Enron Corporate covers the cost of +the event (excluding travel arrangements). + +We need to make a firm commitment to the Guggenheim by Monday. Please let me +know approximately how many people you would like to bring by tomorrow. Feel +free to call me at 39056 or email me if you have any questions. + +Thanks, Margaret + + + + + +" +"arnold-j/_sent_mail/536.","Message-ID: <13465949.1075857652562.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: credit facility...finally +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +good to hear. met john galperin today. give me a call soon to dicuss how +to most effectively use the line. + + + + +""Piasio, Stephen [FI]"" on 03/30/2001 03:42:08 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: credit facility...finally + + +Did the Palestinians settle with the Israelis? No. Did Dan Reeves settle +with John Elway? No. Did Anna Nicole Smith settle with her in-laws? No. + +But Salomon Smith Barney and Enron have settled all the issues and have +agreed to the $50 million credit facility. The documents are in Mary Cook's +capable hands and should be completed next week. + +In addition, I hope that Jon Davis' cooling demand presentation on Wednesday +(3:15) will be valuable for your trading endeavors. John Galperin (on our +desk) will introduce Jon. Try to stay awake during John's introduction. + + +" +"arnold-j/_sent_mail/537.","Message-ID: <31127357.1075857652586.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st + Quarter 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please add +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:32= +=20 +PM --------------------------- +From: Debbie Nowak/ENRON@enronXgate on 04/03/2001 02:33 PM +To: Jeffery Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime=20 +Alatorre/NA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Phillip K= +=20 +Allen/HOU/ECT@ECT, Ramon Alvarez/Ventane/Enron@Enron, John=20 +Arnold/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Jarek=20 +Astramowicz/WAR/ECT@ECT, Mike Atkins/HOU/EES@EES, Philip=20 +Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT, Wilson=20 +Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES, Edward D= +=20 +Baughman/ENRON@enronXgate, Kenneth Bean/HOU/EES@EES, Kevin=20 +Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20 +Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,= +=20 +Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,= +=20 +Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20 +Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,= +=20 +Riccardo Bortolotti/LON/ECT@ECT, Dan Boyle/Corp/Enron@Enron, William S=20 +Bradford/HOU/ECT@ENRON, Michael Brown/ENRON@enronXgate, William E=20 +Brown/ENRON@enronXgate, Harold G Buchanan/HOU/EES@EES, Don=20 +Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob Butts/GPGFIN/Enron@ENRON,= +=20 +Christopher F Calger/PDX/ECT@ECT, Eduardo Camara/SA/Enron@Enron, Nigel=20 +Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cary M=20 +Carrabine/Corp/Enron@Enron, Rebecca Carter/Corp/Enron@ENRON, Lou Casari/Enr= +on=20 +Communications@Enron Communications, Chee Ken Chew/SIN/ECT@ECT, Craig=20 +Childers/HOU/EES@EES, Paul Chivers/LON/ECT@ECT, Larry Ciscon/Enron=20 +Communications@Enron Communications, Edward Coats/ENRON@enronXgate, Remi=20 +Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT@ENRON, Deborah=20 +Culver/HOU/EES@EES, Greg Curran/CA/Enron@Enron +cc: =20 +Subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st=20 +Quarter 2001=20 + +The March 30th Executive Forum has been moved to Friday, April 20th from 3:= +00=20 +p.m. to 4:30 p.m. + +If your calendar permits and you would like to attend, please RSVP to the= +=20 +undersigned no later than April 18th. =20 + +Thanks very much! + +Debbie Nowak +Executive Development +Houston, TX +Tel. 713.853.3304 +Fax: 713.646.8586 + + -----Original Message----- +From: Debbie Nowak =20 +Sent: Wednesday, March 07, 2001 8:35 PM +To:=20 +Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001 + +The Office of the Chairman would like to invite you to participate at an=20 +Enron Executive Forum. This invitation is extended to +anyone who attended an Executive Impact and Influence Program within the pa= +st=20 +two years. These informal, interactive forums +will be 90 minutes in length and held several times per year. + +Most of the participants in the Executive Impact and Influence program have= +=20 +indicated a strong desire to express opinions, share +ideas, and ask questions to the Office of the Chairman. Although not=20 +mandatory to attend, the forums are designed to address those issues. They= +=20 +also afford the Office of the Chairman opportunities to speak directly to i= +ts=20 +executive team, describe plans and initiatives, do =01&reality checks=018, = +create a=20 +=01&rallying point=018 and ensure Enron=01,s executive management is on the= + =01&same=20 +page=018 about where Enron is going---and why. + +To accommodate anticipated demand, we currently have two sessions: + +Choice: (Please rank in order of preference 1 or 2 for a session below. Yo= +u=20 +will attend only one session.) + +______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M + +______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M =20 + + +The Office of the Chairman will host the forum. Here=01,s how it will work: +? Each session will have approximately 20 participants. +? The format will be honest, open, interactive dialogue. +? This will be your forum. Don=01,t expect to simply sit and listen to=20 +presentations.=20 +? This will not be the place for anonymity. You can safely ask your own=20 +questions and express your own opinions. +? You can submit questions/issues in advance or raise them during the forum= +. +? Some examples of topics you might want to discuss include, but are not=20 +limited to: the direction of Enron, business goals/results, M&A activitie= +s,=20 +projects/initiatives, culture, leadership, management practices, diversity,= +=20 +values, etc. + +Because the forum will work only if everyone actively participates, we=20 +encourage you to accept this invitation only if you=20 +intend to have something to say and if you are willing to allow others to d= +o=20 +the same. For planning purposes, it is essential that=20 +you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20 +Nowak, or via fax 713.646.8586. =20 + +Once we have ensured an even distribution of participants throughout these= +=20 +sessions, we will confirm with you, in writing, +as to what session you will attend. We will try to honor requests for firs= +t=20 +choices as much as possible. =20 + +Should you have any questions or concerns, please notify Gerry Gibson by=20 +e-mail (gerry.gibson@enron.com). Gerry can also be reached at 713.345.6806= +. + +Thank you. + +" +"arnold-j/_sent_mail/538.","Message-ID: <10353423.1075857652669.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.mulholland@enron.com +Subject: Re: us fuel 4/2/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Mulholland +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe. hydro situation dire in west. think water levels are at recent +historical lows. problem is from gas standpoint, west is an island right +now. every molecle that can go there is. so will provide limited support to +prices in east. hydro in east is actually very healthy. would assume your +markets are targeting eastern u.s. so i dont know if hydro problem in west is +that relevant. + + + + +Sarah Mulholland +04/04/2001 08:09 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: us fuel 4/2/01 + +interesting comment from singapore........ + +hope things are going well up there. +---------------------- Forwarded by Sarah Mulholland/HOU/ECT on 04/04/2001 +08:08 AM --------------------------- + + +Hans Wong +04/04/2001 08:05 AM +To: Sarah Mulholland/HOU/ECT@ECT +cc: Niamh Clarke/LON/ECT@ECT, Stewart Peter/LON/ECT@ECT, Caroline +Cronin/EU/Enron@Enron, Angela Saenz/ENRON@enronXgate +Subject: Re: us fuel 4/2/01 + +i was reading something interesting last week somewhere on states coping with +the coming summer---the report was on the amount of ice -not huge enough from +this winter to provide enough water for hydroelectricity during +summer.farmers were encouraged to cultivate crops that consume less water-the +first thing i can think of is low sul fueloil as natgas will be well +supported-thus european lsfo will be arbg to the states.just my +thought-hi/low play worth watching + + + +" +"arnold-j/_sent_mail/539.","Message-ID: <30262076.1075857652691.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Miami +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i talked to fred today. i think he's in so lets assume it's a go. when is +the last day to cancel and get our money back? + + + + +Ina Rangel +04/04/2001 11:14 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Miami + +John, + +It looks like Fred is not going to do the Miami trip after all. Do you still +want me to book it for the Financial group? If not, I will cancel the +reservations that are on hold. + +-Ina + +" +"arnold-j/_sent_mail/54.","Message-ID: <28861879.1075857595353.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 00:29:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: NYC rocks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no actually i was here until 700 ... filming a movie + + +From: Margaret Allen@ENRON on 11/02/2000 08:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: NYC rocks + +my, my, my, you must have left early yesterday to just have received my +email. + +Have I told you how much I love it here? I think I need to move back... + +" +"arnold-j/_sent_mail/540.","Message-ID: <30199663.1075857652713.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: sharad.agnihotri@enron.com +Subject: Re: Gas Implied Volatility Smile +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sharad Agnihotri +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +unfortunately, mathematical analysis of skew is extremely hard to do. the +question is why does skew exist and does the market do a proper job of +correcting for violations of the black scholes model. in my mind, there are +three big reasons for skew. one is that the assumption of stochastic +volatility as a function of price level gets violated. commodities tend to +have long range trading ranges that exist due to the economics of supply and +elasticity of the demand curve. nat gas tends to be relatively stable when +we are in that historical pricing environment. however, moving to a +different pricing regime tends to bring volatility. an options trader wants +to be long vol outside the trading range, believing that a breakout of the +range leads to volatility while trying to find new equilibrium. supports a +vol smile theory. in addition, in some commodities realized vol is a +function of price level. nat gas historically is more volatile at $5 than at +$4 and more volatile at $4 than $3. thus there has been a tendency for all +calls to have positive skew and all puts except weenies to have negative +skew. the market certainly trades this way as vol has a tendency to come off +in a declining market and increase in a rising market. to test, regress 15 +day realized vol versus price level and see if there is any correlation. +second reason is heptocurtosis, fatter tails than lognormal distribution +predicts. supports vol smile theory. easy to test how your market compares +by plotting historical one day lognormal returns versus expected +distribution. +third, is just supply and demand. in a market where spec players are +bearish, put skew tends to get bid as vol players require more insurance +premium to add incremetal risk to the book. if you have a neutral view +towards market, or believe that market will come off but in an orderly +fashion, enron can take advantage of our risk limits by selling more +expensive insurance. crude market tends to have strong put skew and weak +call skew as customer business in options is nearly all one way: producer +fences. if you believe vol is stochastic in the region of prices where the +fence strikes are, can be profitable to take other side of trade. +if you want to discuss further give me a call 4-6 pm houston time. hope this +helps, +john + + + + +Sharad Agnihotri +04/04/2001 12:44 PM +To: Mike Maggi/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Implied Volatility Smile + +John, Mike + +I work for the London Research team and am looking at +some option pricing problems for the UK gas desk. +Dave Redmond the options trader told me that you had done +some fundamental research regarding +the gas implied volatility smiles and may be able to help. + +I would be grateful if you tell me +what you have done or suggest +someone else that I could ask. + +Regards +Sharad Agnihtori + + +" +"arnold-j/_sent_mail/541.","Message-ID: <21399946.1075857652735.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 12:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: moving on +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Congrats, thought you were headed to aig. how long til you get to short +natty again? + + + + +slafontaine@globalp.com on 04/04/2001 02:05:52 PM +To: slafontaine@globalp.com +cc: +Subject: moving on + + + +i ve resigned from global today. it is a difficult decision from the stand +point +that I have been very happy in the short time I've been here. I wil still be +in +the energy business doing very much the same as i am doing now. I felt that +the +oportunity which came up was the best thing for my career and family in the +long +term. I look forward to speaking to all of you in the future and I'll contact +you as soon as i get set up in the next couple of weeks. +home phone 508-893-6043 +home email oakley2196@aol.com +regards,steve + + + +" +"arnold-j/_sent_mail/542.","Message-ID: <32494090.1075857652756.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 04:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +txu buy 200 u @5255" +"arnold-j/_sent_mail/543.","Message-ID: <29790084.1075857652778.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 04:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: Transcanada Trade... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 11:33 +AM --------------------------- + + +""Zerilli, Frank"" on 04/04/2001 11:09:21 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: Transcanada Trade... + + +Just to confirm this trade: + +Enron buys futures and sells LD swaps in the following months. EFP +posting price is NYMEX settlement price on 4/30/01. + +Jul '01-176 lots +Aug'01-157 lots +Sep'01-443 lots +Nov'01-132 lots +Jan'02-233 lots +Feb'02-283 lots +Mar'02-607 lots + + +Counter Party is Transcanada and they are posting with Man South. + +Thanks again.. + + +" +"arnold-j/_sent_mail/544.","Message-ID: <16267138.1075857652799.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 01:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:31 +AM --------------------------- + + Enron North America Corp. + + From: Dutch Quigley 04/04/2001 07:46 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +http://gasmsgboard.corp.enron.com/msgframe.asp +" +"arnold-j/_sent_mail/545.","Message-ID: <288637.1075857652821.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 01:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 4/4 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:30 +AM --------------------------- + + +SOblander@carrfut.com on 04/04/2001 07:21:04 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 4/4 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude38.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas38.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil38.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded38.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG38.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG38.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL38.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/546.","Message-ID: <19289630.1075857652842.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 05:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you in for the game?" +"arnold-j/_sent_mail/547.","Message-ID: <31455038.1075857652863.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i've realized i'm too old to stay up til 1 on a school night" +"arnold-j/_sent_mail/548.","Message-ID: <14756943.1075857652885.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 07:32:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no not necessarily... just sick of her at the moment, + + +From: Margaret Allen@ENRON on 04/02/2001 01:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +what a pisser -- i'm still in austin so i can't go. what about your +girlfriend? is she on her way out? + + + + + John Arnold@ECT + 04/02/2001 12:25 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +i may have some u2 tix for tonight, wanna go? + + + +" +"arnold-j/_sent_mail/549.","Message-ID: <19142607.1075857652906.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 05:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i may have some u2 tix for tonight, wanna go?" +"arnold-j/_sent_mail/55.","Message-ID: <18733162.1075857595374.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 00:22:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you think that's a valid excuse? whatever...." +"arnold-j/_sent_mail/550.","Message-ID: <9918527.1075857652927.JavaMail.evans@thyme> +Date: Fri, 30 Mar 2001 04:19:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you're right though...it seems like bo and i are always on the opposite side +of each other. " +"arnold-j/_sent_mail/551.","Message-ID: <2268604.1075857652949.JavaMail.evans@thyme> +Date: Fri, 30 Mar 2001 04:05:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fyi : bo is a big put buyer and fence seller today. though he is trying to +defend j. + + + + +slafontaine@globalp.com on 03/29/2001 09:22:15 PM +To: John.Arnold@enron.com +cc: +Subject: Re: power gen + + + +agree on view. as u cud tell i got a little less bearish for a bit so i delta +hedged and day traded to keep from losing a ton, let go og the delta after aga +number which was exactly on my forecast still implying 7.5 bcf swing(i +actually +thot it could have been worse so my range pre was 5-12 basis past cupla weeks +aga. that said i with you took my lumps. having a very good month in petro +helped me hold on to natgas shit p&l. got most of it back now tho.trying to be +more patient. + think we hold 5.20's for another week or so-must be plenty chopped up +traders mite mean we lose some momentum for a bit. + what the hell was going on today between you and bo(seems i see this more +and more)? how come he always seems to be fighting you on this stuff. if he +would go the same way as you(and i) this mkt would just crap. either way im +unwinding-gonna be making a jump soon(thats p&c for the moment). will keep u +informed of course. + power gen up 3% last week and cal rate hikes the kiss of death for demand in +cal this summer i think + + + + + +John.Arnold@enron.com on 03/29/2001 07:45:02 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: power gen + + + + + +Wow, what a week so far. Beauty of a short squeeze early on. Even some of +the biggest bears I know were covering to reestablish when the market lost +its upward momentum. Unfortunately, my boat is too big to play that way. +Takes too long to put the size of the position I manage on or off to play +that game. just had to sit back and take my lumps. couldnt have been a +more bearish aga # in my opinion. got one more decent one and then watch +out below. amazing that we've had more demand destruction recently. the +economy is the 800 pound gorilla that is sitting on nat gas and it aint +getting up. + + + + + + +" +"arnold-j/_sent_mail/552.","Message-ID: <10601885.1075857652973.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 11:10:00 -0800 (PST) +From: john.arnold@enron.com +To: tom.wilbeck@enron.com +Subject: Re: technical help for interviewing traders +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tom Wilbeck +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +In regards to gas: +what signals do you for in determining your view? +what resources do you use to formulate a price view? +give example of complex transaction you've structured for a customer. +where is storage now relative to history? what is the highest and lowest +level we've been at in past 5 years? +what are your short, medium, and long term views of gas market? +what major basis changes have occured in the market over the past 5 years? +What do you expect in the next 5? +how should a storage operator decide whether or not to inject on any given +day? + +In regards to derivatives in order of difficulty +What are delta/gamma/theta? +if you buy a put spread, is your delta positive, negative, or zero? +Is swap price equal to simple average of futures contracts? +If interest rates go up what happens to option prices all else equal? +what is the value of a european $1 call expiring in 12 months if +corresponding futures are trading $5? +what happens to delta of an option if volatility increase? + + + + +From: Tom Wilbeck/ENRON@enronXgate on 03/23/2001 03:35 PM +To: John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT +cc: +Subject: technical help for interviewing traders + +Jeanie Slone was telling me that you were among the best interviewers in the +trading group. Because of your expertise in this area, I was wondering if +you could help me put some technical questions together that you've found to +be effective in interviewing Gas Traders. + +Norma Hasenjager is in our Omaha office needs this information ASAP in order +to help her screen some candidates. It would be great if you could respond +to this with two or three questions that you've used in the past to select +good Gas Traders. + +Thanks for your help. + +Tom Wilbeck +EWS Training and Development + +" +"arnold-j/_sent_mail/553.","Message-ID: <11848671.1075857652999.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:57:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you set up a 5 minute mtg with me and all of the assistants and runners +in regards to what we discussed this week" +"arnold-j/_sent_mail/554.","Message-ID: <28614364.1075857653020.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:51:00 -0800 (PST) +From: john.arnold@enron.com +To: tom.moran@enron.com +Subject: Re: ICE Trading Platform - Financial Gas Counterparties +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tom Moran +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks + + +From: Tom Moran/ENRON@enronXgate on 03/29/2001 02:43 PM +To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT +cc: +Subject: ICE Trading Platform - Financial Gas Counterparties + +John/Dutch + +There are currently 3 counterparties which would like to have the ability to +trade financial gas with Enron but that credit has closed on the ICE platform. + +AES NewEnergy, Inc. No Master +Trafigura Derivatives Limited Poor credit quality +e prime, inc. Poor credit quality + + +Regards, +tm + +" +"arnold-j/_sent_mail/555.","Message-ID: <19502062.1075857653042.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:46:00 -0800 (PST) +From: john.arnold@enron.com +To: sales@cortlandtwines.com +Subject: Re: Cortlandt Wines.Spirits Invoice - Thank you for your order! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sales@cortlandtwines.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I understand you are out of one of the wines. Please fill remaining order. +thanks, john + + + + +sales@cortlandtwines.com on 03/25/2001 06:16:00 PM +To: jarnold@enron.com +cc: +Subject: Cortlandt Wines.Spirits Invoice - Thank you for your order! + + +Thank you for your order. +Your order is number 35257 placed on 3/25/2001. +Here are the items you selected: + +SKU | Qty | Producer | Product Name | Price | Extended Price +-------------------------------------------------------------------- + +5711 | 4 | Matanzas Creek Merlot | $49.99 | $199.96 + +5353 | 4 | Matanzas Creek Merlot | $59.99 | $239.96 + +6035 | 4 | Altesino Super Tuscan | $35.00 | $140.00 + +Total Shipping: +Total Tax: $0.00 + +The total for your order: $579.92 + +Here is the contact information we have for you: +-------------------------------------------------------------------- + Customer ID: ArnJoh35263 + Password: cowboy + +Please make a note of your Customer ID and Password for future purchases. + + Name: John Arnold + Address: 909 Texas Ave #1812 + Houston, TX 77002 + USA + Email: jarnold@enron.com + Phone: 713 229 9278 + +APPROPRIATE SALES TAX WILL BE APPLIED. +SHIPPING CHARGES WILL BE ADDED TO ORDER SEPARATELY. + +If there is a problem, please call us. + +Thank you. + +Cortlandt Wines.Spirits +447 Albany Post Rd +Croton on Hudson, NY 10520 +Sales: 914.271.7788 +Fax: 914.271.4414 +Email: sales@cortlandtwines.com +WWW: http://www.cortlandtwines.com/ + + +" +"arnold-j/_sent_mail/556.","Message-ID: <11476753.1075857653064.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:45:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Wow, what a week so far. Beauty of a short squeeze early on. Even some of +the biggest bears I know were covering to reestablish when the market lost +its upward momentum. Unfortunately, my boat is too big to play that way. +Takes too long to put the size of the position I manage on or off to play +that game. just had to sit back and take my lumps. couldnt have been a more +bearish aga # in my opinion. got one more decent one and then watch out +below. amazing that we've had more demand destruction recently. the economy +is the 800 pound gorilla that is sitting on nat gas and it aint getting up. " +"arnold-j/_sent_mail/557.","Message-ID: <18917089.1075857653085.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:38:00 -0800 (PST) +From: john.arnold@enron.com +To: clayton.vernon@enron.com +Subject: Re: ? about turf +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Clayton Vernon +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +As long as I own Enron stock, the desks are my colleagues. Feel free to +share the info with Hunter and Chris. + + + + + Clayton Vernon @ ENRON + 03/26/2001 03:45 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ? about turf + +John- + +My name is Clayton Vernon, and I am the Manager for Models and Forecasts for +East Power Trading, reporting to Lloyd Will. + +I'm helping Research (and Toim Barkley) with a data visualization tool for +EOL trades, and I wanted for you to know I'd like to make this product +helpful for you. + +In doing so, I'd like to also let my colleagues Chris Gaskill/Hunter Shively +avail themsevles of this tool. But, I need to find out if the desks are your +colleagues or, as things shape up, your competitors, since some trades are +between Enron desks. + +Can Chris/Hunter see synopses of all of our EOL gas trades, after the fact? + +Clayton Vernon + +" +"arnold-j/_sent_mail/558.","Message-ID: <11274659.1075857653108.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:36:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: Astro's Baseball Season Tickets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kim: +Can I get 4 tix for the following games: +Apr 21 or 22 vs. St Louis +Jun 15 vs Texas +Jun 17 vs Texas +Thanks, +John + + +From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/27/2001 09:45 AM +Sent by: Kimberly Hillis/ENRON@enronXgate +To: Phillip K Allen/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Joseph +Deffner/ENRON@enronXgate, Brian Redmond/HOU/ECT@ECT, Colleen +Sullivan/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, +John Arnold/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Hunter S +Shively/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Rogers +Herndon/HOU/ECT@ect, Barry Tycholiz/NA/Enron@ENRON, Dana +Davis/ENRON@enronXgate, Fred Lagrasta/HOU/ECT@ECT, Thomas A +Martin/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Edward D +Baughman/ENRON@enronXgate, Harry Arora/ENRON@enronXgate, Don +Miller/HOU/ECT@ECT, Ozzie Pagan/ENRON@enronXgate, Michael L +Miller/NA/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Jim +Schwieger/HOU/ECT@ECT, Carl Tricoli/Corp/Enron@Enron, Frank W +Vickers/NA/Enron@Enron, Mark Whitt/NA/Enron@Enron, Ed McMichael/HOU/ECT@ECT, +Jesse Neyman/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Douglas +Clifford/NY/ECT@ECT, Michael J Miller/Enron Communications@Enron +Communications, Allan Keel/ENRON@enronXgate, Scott Josey/ENRON@enronXgate, +Bruce Sukaly/ENRON@enronXgate, Julie A Gomez/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, C John Thompson/ENRON@enronXgate, Steve +Pruett/ENRON@enronXgate, Gil Muhl/Corp/Enron@ENRON, Michelle +Parks/ENRON@enronXgate, Brad Alford/NA/Enron@Enron, Robert Greer/HOU/ECT@ECT +cc: Louise Kitchen/HOU/ECT@ECT, Tammie Schoppe/HOU/ECT@ECT +Subject: Astro's Baseball Season Tickets + +The 2001 Astro's season is about to kick-off and Enron Americas Office of the +Chairman has four tickets to each game available for customer events. + +If you are interested in using the tickets, please call Kim Hillis at x30681. + + + + + + + + +" +"arnold-j/_sent_mail/559.","Message-ID: <11329002.1075857653130.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 23:20:00 -0800 (PST) +From: john.arnold@enron.com +To: trademup@yahoo.com +Subject: Re: missing a couple jumbos? +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher Sturm @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks, i'll check it out + + + + +Fletcher Sturm on 03/28/2001 08:41:40 PM +To: john.arnold@enron.com +cc: +Subject: missing a couple jumbos? + + + + +johnny, + +my new deal p/l from yesterday (tue) looked a little on the high side,?so i +asked my?guy to double check my deals.? he checked them today and said they +all checked out.? but, i re-checked?my new gas deals and saw that you filled +me on 100 n-q at 4.32 instead of 5.32.? i'll have my boy fix it so it'll show +up tomorrow (thur).? $2 jumbos from me to you! + +fletch + +p.s.? thanks for all your help with our gas business.?it gives us a +tremendous advantage against our rivals. you're the king even if you don't +notice a $2 million error on one trade. + + + +Do You Yahoo!? +Yahoo! Mail Personal Address - Get email at your own domain with Yahoo! Mail. + +" +"arnold-j/_sent_mail/56.","Message-ID: <7027353.1075857595396.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 10:48:00 -0800 (PST) +From: john.arnold@enron.com +To: russell.dyk@enron.com +Subject: Re: Credit Suisse First Boston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Dyk +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +use 380 + + + + + + From: Russell Dyk @ ENRON 11/01/2000 12:06 PM + + +To: Brad McKay/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Caroline +Abramo/Corp/Enron@Enron +cc: +Subject: Credit Suisse First Boston + +CSFB informed us today that their Appalachia hedging deal will likely happen +in the next two weeks. The deal, in short, involves Enron buying an average +volume of 11,500 mmBtu/d at TCO and 5,500 mmBtu/d at CNG for 12 years and 1 +month from Dec00. +CSFB would like to get an idea of where the market is now. I've attached a +spreadsheet that details the volumes, which decline with time. Could you +please provide indicative prices, as of tonight's close. +Thanks, +Russ + + + +" +"arnold-j/_sent_mail/560.","Message-ID: <18697675.1075857653153.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 10:16:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://gasfundy.corp.enron.com/gas/framework/default.asp" +"arnold-j/_sent_mail/561.","Message-ID: <14577382.1075857653174.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 23:36:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Devon +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +will call you tonight + + + + +Karen Arnold on 03/27/2001 08:09:06 PM +To: john.arnold@enron.com +cc: +Subject: Devon + + +Why did you sell Devon Energy???? I still own it. should I sell? +Any decision regarding your return? +It is cold and rainy here, high today was 45!!! + + +" +"arnold-j/_sent_mail/562.","Message-ID: <21162385.1075857653196.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:57:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com, errol.mclaughlin@enron.com +Subject: Still Getting Involiced for Your Deal #258505 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley, Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/26/2001 02:56 +PM --------------------------- + + +""Piazza, Perry A [CORP]"" on 03/26/2001 02:46:53 PM +To: ""'john.arnold@enron.com'"" +cc: +Subject: Still Getting Involiced for Your Deal #258505 + + +John - Could you please alert your back office that they are still invoicing +us on a Nov-Mar strip that was traded on June 20, 2000 at $4.105. That deal +was cancelled per our discussion and rebooked for half the volume in +November (I beleive it was November). Your deal number on the rebook is +QF9221.1 I beleive. I beleive Dutch Quigley on your end was involved when +we originally discussed the deal. + +Thanks and call if you have any questions. + +Perry A. Piazza +Citibank/Salomon Smith Barney +Global Commodities +390 Greenwich Street, 5th Floor +New York, NY 10013-2375 +Phone: (212) 723-6912 / (212) 723-6979 +Fax: (212) 723-8556 +E-Mail: perry.a.piazza@ssmb.com + +" +"arnold-j/_sent_mail/563.","Message-ID: <32791384.1075857653217.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:56:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +where are you getting those numbers? + + + + +slafontaine@globalp.com on 03/26/2001 12:56:07 PM +To: jarnold@enron.com +cc: +Subject: power gen + + + +while we're stroking each other on the bear stuff-you notice the weekly y on y +power gen /demand numbers have fallen from double digit increases each week to +now nearly flat to +2% ish each week depstie cold east and hot west. + + + +" +"arnold-j/_sent_mail/564.","Message-ID: <26813632.1075857653239.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:17:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: easter weekend +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes +i dont know. both have their merits + + + + +""Jennifer White"" on 03/26/2001 01:41:38 PM +To: john.arnold@enron.com +cc: +Subject: easter weekend + + +Jen and Paula are definitely going to NYC for the long weekend. Think +about what you want to do, and I'll call you tonight to discuss: + +Do you want to spend the long weekend with me or do your own thing? +If you want to spend it with me, would you rather go to the beach or +to NYC? + + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/565.","Message-ID: <20696726.1075857653260.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 03:08:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mike: +which one of the hedge funds closes today?" +"arnold-j/_sent_mail/566.","Message-ID: <24632457.1075857653283.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 13:25:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: distillates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea, i think the two dumps in the market are when everybody realizes the +loss of demand, which is in the first 4 inj numbers. customer buying and +fear about the summer will keep may at a decent level. if my theory holds, +eventually that wont be enough to hold the market up and m pukes. second +puke is in the winter when 4th quarter production is 4-5% on y/y basis, +demand still weak (economic weakness isn't a 3 month problem), industry +realizes that not only is it ok to get to 500-700 bcf in march but you +should, and early winter weather will not match 2000. we develop large y/y +surplus in x and z. z futures hold up because some risk premium still exists +for rest of winter. by late december, just trying to find a home for gas. +think decent chance f futures finish with a 2 handle. + + + + +slafontaine@globalp.com on 03/25/2001 08:16:26 PM +To: John.Arnold@enron.com +cc: +Subject: Re: distillates + + + +f puts?? you mean january? u mean june and january??? + + + + +John.Arnold@enron.com on 03/25/2001 07:30:38 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: distillates + + + + + +just when i'm turning really bearish you're starting to turn bullish on me. +weather to me relatively unimportant. yes, it will leave us with 30 bcf or +so less in storage than if we had mild weather. i think it is masking a +major demand problem. think what the aga numbers would be with moderate +weather. when we get into injections, i think we'll see a big push down. +spec and trade seem bearish but hesitant to get short. customer buying +still strong. thus even with the demand picture becoming clearer, we +haven't moved down. however i think when the picture becomes clearer (i.e. +-when we start beating last year's injections by 20 bcf a week), trade will +get short. customers very unsophistocated. the story they keep telling us +is we're coming out 400 bcf less than last year, thus the summer has to be +strong. when we start inj, customers will start seeing other side of +story. pira finally came out this week and said stop buying. to me, the +mrkt just a timing issue. i want to be short before the rest of the idiots +get short. i continue buying m,f puts. projecting k to settle 450 and m +400. + + + + +slafontaine@globalp.com on 03/23/2001 01:44:10 PM + +To: jarnold@enron.com +cc: +Subject: distillates + + + +this strength cud persist awhile-is a little bullish ngas demand since we +now +above parity in some places. shit theres so many things shaking my faith on +the +short bias of this thing. weather hot /west cold est, hydo, califronia,mkt +talking new engl shortages.oil demand cont to show stellar y on y and curve +recoveriung, opec hawkish stance for px support. + i think we close the y on y gap still significantly but im starting to +question how when,how much and how long prices come off in apr-jun? +thanks god i can trade oil cuz i have made anything in ngas to speak of. +short +term still sort of neutral ngas-beleive we range bound. u prob know this +but +hearing texas rr data coming out pretty bearish prodcution-good news . +regards + + + + + + + + + + + +" +"arnold-j/_sent_mail/567.","Message-ID: <3126127.1075857653305.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 10:30:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: distillates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just when i'm turning really bearish you're starting to turn bullish on me. +weather to me relatively unimportant. yes, it will leave us with 30 bcf or +so less in storage than if we had mild weather. i think it is masking a +major demand problem. think what the aga numbers would be with moderate +weather. when we get into injections, i think we'll see a big push down. +spec and trade seem bearish but hesitant to get short. customer buying still +strong. thus even with the demand picture becoming clearer, we haven't moved +down. however i think when the picture becomes clearer (i.e.-when we start +beating last year's injections by 20 bcf a week), trade will get short. +customers very unsophistocated. the story they keep telling us is we're +coming out 400 bcf less than last year, thus the summer has to be strong. +when we start inj, customers will start seeing other side of story. pira +finally came out this week and said stop buying. to me, the mrkt just a +timing issue. i want to be short before the rest of the idiots get short. i +continue buying m,f puts. projecting k to settle 450 and m 400. + + + + +slafontaine@globalp.com on 03/23/2001 01:44:10 PM +To: jarnold@enron.com +cc: +Subject: distillates + + + +this strength cud persist awhile-is a little bullish ngas demand since we now +above parity in some places. shit theres so many things shaking my faith on +the +short bias of this thing. weather hot /west cold est, hydo, califronia,mkt +talking new engl shortages.oil demand cont to show stellar y on y and curve +recoveriung, opec hawkish stance for px support. + i think we close the y on y gap still significantly but im starting to +question how when,how much and how long prices come off in apr-jun? +thanks god i can trade oil cuz i have made anything in ngas to speak of. short +term still sort of neutral ngas-beleive we range bound. u prob know this but +hearing texas rr data coming out pretty bearish prodcution-good news . +regards + + + +" +"arnold-j/_sent_mail/568.","Message-ID: <28132009.1075857653327.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 07:44:00 -0800 (PST) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: FW: Rick Buy Report Tomorrow--Your comments needed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We ahave not initiated a 24/7 gas product yet but are creating the +capabilities to launch at some point in the near future + + +From: Frank Hayden/ENRON@enronXgate on 03/22/2001 10:49 AM +To: Geoff Storey/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: FW: Rick Buy Report Tomorrow--Your comments needed + +I received this email and they are inquiring as to the new gas 24/7 +electronic trading. Has this taken off? Who is managing it and are there +any positions associated with it? + +Thanks, +Frank + + + -----Original Message----- +From: Tongo, Esther +Sent: Tuesday, March 20, 2001 3:29 PM +To: Hayden, Frank; +Cc: +Subject: Rick Buy Report Tomorrow--Your comments needed + +The weekly Rick Buy update this week is on Thursday morning, so we will +report trading results as of and for the 5 days ended Tuesday, March 20th. +Please prepare comments on your area's positions and P/L - one to two +sentences - and e-mail them to me, with a copy to Cassandra Schultz, Veronica +Valdez and Matthew Adams, no later than noon, Houston time, Wednesday, March +21st (Tomorrow). + + +Those of you who have sub-limits not reflected on the consolidated DPR +(George in Global Products), and also the new gas 24/7 trader, please provide +trading results on those as well, including the 5-day and YTD P/L and current +NOP and VaR on George (Products EOL trading) - and also on _____ whatever +we're calling the EOL NA Gas auto trader. + +Thank you, + +Esther +x52456 + +" +"arnold-j/_sent_mail/569.","Message-ID: <32730441.1075857653351.JavaMail.evans@thyme> +Date: Fri, 23 Mar 2001 04:32:00 -0800 (PST) +From: john.arnold@enron.com +To: sandra.brawner@enron.com +Subject: Here is the Article---no picture though... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sandra F Brawner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/23/2001 12:32 +PM --------------------------- + + +""Zerilli, Frank"" on 03/23/2001 08:10:05 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: Here is the Article---no picture though... + + +Warming Up To Green + +BY ERIC ROSTON + +Breathe in. Hold it. Hold it. O.K., now breathe out. + +Unless you're outdoors in the midst of a cold snap, chances are you +can't see +your breath. And no one would ever ask you to drop a quarter in a tin +box for the +right to free this invisible spirit from your lungs. Yet last November, +Murphy Oil +Corp., based in El Dorado, Ark., voluntarily shelled out several hundred +thousand dollars for the right to cough out carbon dioxide, the same +stuff you +exhaled three sentences ago. + +The reason it did so is closely related to events that occurred that +same autumn +day, half a world away, at the Hague. Thousands of policymakers and +scientists +from all over the world had gathered, hoping to dot the i's, cross the +zeds and +umlaut the o's on the 1997 Kyoto Protocol to the U.N. Framework +Convention on +Climate Change. The protocol was devised to curb the industrial emission +of six +gases, CO2 among them, that are slowly--actually quickly in geological +terms--turning the earth into a hothouse. But no final accord was +reached. + +In this context, Murphy's purchase of options on 210,000 metric tons of +carbon +(the equivalent of annual exhaust from approximately 27,800 cars) from a +Canadian company that was itself trying to help meet a national target +seems a +bit odd. The market for this kind of trade hasn't been established, and +there isn't +even a global agreement on how carbon dioxide should be valued. Indeed +there +isn't even unanimity on global warming itself. + +Yet the transaction is emblematic of industry on the verge of an +environmental +transition. Congress may have snubbed the Kyoto accord, and global +bureaucrats may be stumbling over the details of a carbon-emissions +trading +system. But corporations, against the run of play, are beginning to +confront the +climate conundrum the best way they know how--as a business opportunity. +John Browne, CEO of BP Amoco, and Mark Moody-Stuart, chairman of Royal +Dutch/Shell Group, have both responded to the global-warming threat and +set up +internal systems that exceed goals put forth in Kyoto. Shell and BP have +vowed +to cut their greenhouse-gas emissions 10% each--nearly twice the Kyoto +target--Shell by 2002, BP by 2010. ""This isn't an act of altruism,"" says +Aidan +Murphy of Shell. ""It's a fundamental strategic issue for our business."" + +And not theirs alone. A growing number of corporations, from IBM to your +neighborhood Kinko's, are reducing their greenhouse footprints. DuPont +is +pledging to knock its emissions 65% below 1990 levels by 2010. ""There's +been a +shift in the center of gravity in the U.S. corporate community since +Kyoto,"" says +Alden Meyer of the Union of Concerned Scientists. ""Now the view is that +climate +change is serious and we ought to do something about it."" + +There are a few ways of doing that: invest in renewable energy sources +and ""cap +and trade"" emissions. That is, set ceilings for worldwide greenhouse-gas +emission +and let nations either sell emission credits if they emit below their +allowance or +buy credits if they exceed permitted levels. The theory is that the +pursuit of +greenbacks will fuel greener business. ""Whenever you turn a pollution +cut into a +financial asset,"" says Joseph Goffman, an attorney at Environmental +Defense, +""people go out and make lots of pollution cuts."" + +Even where green fervor is of a paler shade, corporations are viewing +the +potential for global regulation as a business risk they need to +consider. Witness +Claiborne Deming, Murphy's CEO, who doesn't see the science of global +warming +as solid enough yet to cry havoc. But Deming hears shareholders +clamoring and +the bureaucrats buzzing. Someone may ask his company to put more than a +quarter in that box when it wants to exhale more than its allotted +amount of CO2. + +Breathe in. Hold it. You know the drill. + +How much CO2 did you just exhale? Tricky question. Yet that's analogous +to the +one businesses are struggling with on a massive scale. Until they figure +it out, +companies interested in trading will be on their own to determine 1) how +you +buy the right to emit a gas that has no standard of measurement and 2) +how to do +so when no nation currently assigns a CO2 property right. ""It's risky as +hell,"" says +Deming. + +Many groups are working to mitigate that risk. The World Resources +Institute +and others are road-testing a system that would make trading less risky +by +creating universal carbon-accounting practices. And four +companies--Arthur +Andersen, Credit Lyonnais, Natsource and Swiss Re--are developing an +exchange +where companies can trade, even in an embryonic market devoid of +legislative +standards. ""They're trying to nail down something that will be useful +under laws +that are not yet defined,"" says Garth Edward, a broker at Natsource, an +energy-trading firm. + +The U.S. struggled to introduce a cap-and-trade system into the Kyoto +Protocol, +and achieved it by agreeing to a tough, many say impossible, target: +bringing +emissions 7% below 1990 levels from 2008 to 2012. The irony of the +current +situation is that the Europeans, reluctant to accept trading at first, +have become +its champion; Britain next month will become the first country to embark +on a +national trading system. + +Another practice, still hotly debated, is to assign credits for +sequestering carbon +in growing forests. Trees soak up limited amounts of CO2, release oxygen +into the +air and turn carbon into wood. + +The Kyoto mechanisms will evaporate without global ratification, thus +setting up +an early environmental test for President Bush, who campaigned against +the +document. But Secretary of State Colin Powell has already heard +preliminary +briefings on the matter as the U.S. preps for the next round of talks, +to be held in +Bonn in mid-July. Bush the First helped pioneer credit trading in 1990, +when he +signed legislation that capped power plants' sulfur dioxide +emissions--the main +ingredient in acid rain--but allowed the plants to swap credits. And +Houston-based Enron, an energy trader whose chairman, Ken Lay, was a +prominent W. campaign adviser, stands to be a huge player in any such +market. +So if it's good for business, Bush the ex-businessman won't need that +big a push. + +With him or without him, the monetization of carbon emissions--green for +greed's sake, if nothing else--is gaining momentum. So breathe easy. For +you, it's +still free. But for many companies, the carbon meter will be running +soon. In the +very near future, pollution is going to be either a cost to them or an +opportunity. + +" +"arnold-j/_sent_mail/57.","Message-ID: <30681232.1075857595417.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 08:33:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey podner: +where are you buying me dinner tonight?" +"arnold-j/_sent_mail/570.","Message-ID: <9171025.1075857653372.JavaMail.evans@thyme> +Date: Fri, 23 Mar 2001 03:00:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: today +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe a drink after work... + + + + +Caroline Abramo@ENRON +03/23/2001 07:29 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: today + +can i grab you for a few minutes after the close to update you on fund stuff. +also, if you do not have plans tonight.. jen fraser and i were thinking of +having a little bbq (i am staying with her).. your presence is requested!! +if not, we are up for a few drinks after work,... + +" +"arnold-j/_sent_mail/571.","Message-ID: <21921312.1075857653394.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 09:51:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: CONFIRMATION: March 30, 2001 Executive Forum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please add +---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 05:51 +PM --------------------------- + + Enron North America Corp. + + From: Debbie Nowak @ ENRON 03/21/2001 12:57 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: CONFIRMATION: March 30, 2001 Executive Forum + + +---------------------- Forwarded by Debbie Nowak/HR/Corp/Enron on 03/21/2001 +12:56 PM --------------------------- + + + + From: Debbie Nowak 03/20/2001 09:02 AM + + +To: David Shields/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Peter +Styles/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Kathleen E +Magruder/HOU/EES@EES, Steve Pruett/Corp/Enron, George W Posey/HOU/EES@EES, +Matt Harris/Enron Communications@Enron Communications, Richard L +Zdunkewicz/HOU/EES@EES, Jeffrey T Hodge/HOU/ECT@ECT, Cheryl +Lipshutz/HOU/EES@EES, Marty Sunde/HOU/EES@EES, Jesse Neyman/HOU/ECT@ECT, +Scott Josey/Corp/Enron +cc: + +Subject: CONFIRMATION: March 30, 2001 Executive Forum + + +This is to confirm your attendance for the Friday, March 30, 2001 Executive +Forum to be hosted by The Office of the Chairman. The Forum will begin at +2:30 p.m. and ends at 4:00 p.m. in the Enron Building 50M. + +If you have any additional questions, please feel free to give me a call. + +Thank you. + +Debbie Nowak +Executive Development +713.853.3304 + + + +" +"arnold-j/_sent_mail/572.","Message-ID: <3836524.1075857653416.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 08:17:00 -0800 (PST) +From: john.arnold@enron.com +To: herve.duteil@americas.bnpparibas.com +Subject: Re: Cancellation of EOL Deal #1025253 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: herve.duteil@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +confirm + + + + +herve.duteil@americas.bnpparibas.com on 03/21/2001 03:02:06 PM +To: John.arnold@enron.com +cc: anthony.lonardo@americas.bnpparibas.com, +carmen.martinez@americas.bnpparibas.com, +ranjeet.bhatia@americas.bnpparibas.com +Subject: Cancellation of EOL Deal #1025253 + + + + +John, + +Further to our telephone conversation today, this is to confirm in writing +that +you agreed to kill EOL Deal #1025253 @ 2:03 PM. This trade was not confirmed +to +me by EOL, neither reported into ""Today's transaction"" section. (Therefore I +entered into a duplicate trade on EOL @ 2:06 PM which we agree on) + +Thank you for you cooperation, and best regards, + +Herve P.E. Duteil + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/_sent_mail/573.","Message-ID: <22399752.1075857653438.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 08:16:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Guggenheim Museum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Recounted...Can I get 50-60 invites and would need formal invites for +Friday?????? + + +From: Margaret Allen@ENRON on 03/19/2001 05:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Guggenheim Museum + +There will be a corporate lounge for you to congregate in. Does that sound +good? No problem on the thrity tickets. I will hold them for you. Let me +know if you don't think yo uwill be needing all of them. I can also get you +the formal invitations to send out if you would like. + + + + + John Arnold@ECT + 03/19/2001 11:22 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Guggenheim Museum + +On Friday, will there be a private reception or area for us or will our +customers get lost in the crowd? +Probably thinking 30 invites for Friday. Is that ok? + + +From: Margaret Allen@ENRON on 03/16/2001 10:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guggenheim Museum + +Hey Buster, + +Hope you had a great time in Cabo! I'm so jealous. I need a vacation +desperately! + +I'm trying to get a commitment on numbers from the different groups for the +Guggenheim events. Will you look over this document and tell me which ones +you would like to attend and how many people you would like to bring to each? +Of course, I need it ASAP -- what's new, right?!! + +Thanks honey! Margaret + + + + + + + + +" +"arnold-j/_sent_mail/574.","Message-ID: <25475975.1075857653460.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 07:58:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes but getting haircut until 700. is it too dark then? + + + + +""Jennifer White"" on 03/21/2001 03:29:37 PM +To: john.arnold@enron.com +cc: +Subject: + + +Do you have any interest in going roller blading with me after work? + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/575.","Message-ID: <20171259.1075857653481.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 03:15:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: From a recent milk carton +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 11:15 +AM --------------------------- + + +""Zerilli, Frank"" on 03/21/2001 10:59:27 AM +To: ""Eric Carlstrom (E-mail)"" , ""Guardian, The +(E-mail)"" , ""John Arnold (E-mail)"" +, ""Stacey Hoey (E-mail)"" , ""Lew +Williams (E-mail 2)"" +cc: ""'sharonzerilli@yahoo.com'"" , +""'mzerilli@optonline.net'"" +Subject: From a recent milk carton + + + + +----- +> +> A little lost girl has recently been found. Her name is Jessica. She +does +> not know who her daddy is or where she last saw her mom. Please take a +> look +> and see if you recognize her so that we might locate her parents. +> +> +> + + - C.DTF +" +"arnold-j/_sent_mail/576.","Message-ID: <17926826.1075857653503.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 03:00:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: fundamentals thought dimensions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure + + +From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 10:52 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: fundamentals thought dimensions + +today sucks--friday after the close? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, March 21, 2001 10:33 AM +To: Fraser, Jennifer +Subject: Re: fundamentals thought dimensions + +how bout today at 400 + + +From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: fundamentals thought dimensions + +when can i come by and have a detailed discussion with you re fundamentals--i +am very interested in your opinions and i dont get here them in the TR meeting + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 20, 2001 8:36 PM +To: Fraser, Jennifer +Subject: Re: FW: LNG Weekly Update + +Looks good. certainly an area we need more focus on. Obviously the most +important aspect of lng is how much gas is coming in, what is that relative +to last year, and what new capacity is coming longer term. +As an aside, nat gas trades as a funciton of the storage spread to last year +and five year averages. It would be very useful if all fundamental analysis +were geared the same way. The fact that lng shipments are x this week is +meaningless. the fact that they are y delta of last year is extremely +useful. if you noticed in the fundies meeting, i was trying to move +discussion that way. what's switching vis a vis last year. whats +production relative to last year. it simplifies the fundamental analysis. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: LNG Weekly Update + + + +An initial effort--please comment + + + + << File: LNG20010312.pdf >> + + + + + + + + + + +" +"arnold-j/_sent_mail/577.","Message-ID: <10922683.1075857653525.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 02:33:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: fundamentals thought dimensions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how bout today at 400 + + +From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: fundamentals thought dimensions + +when can i come by and have a detailed discussion with you re fundamentals--i +am very interested in your opinions and i dont get here them in the TR meeting + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 20, 2001 8:36 PM +To: Fraser, Jennifer +Subject: Re: FW: LNG Weekly Update + +Looks good. certainly an area we need more focus on. Obviously the most +important aspect of lng is how much gas is coming in, what is that relative +to last year, and what new capacity is coming longer term. +As an aside, nat gas trades as a funciton of the storage spread to last year +and five year averages. It would be very useful if all fundamental analysis +were geared the same way. The fact that lng shipments are x this week is +meaningless. the fact that they are y delta of last year is extremely +useful. if you noticed in the fundies meeting, i was trying to move +discussion that way. what's switching vis a vis last year. whats +production relative to last year. it simplifies the fundamental analysis. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: LNG Weekly Update + + + +An initial effort--please comment + + + + << File: LNG20010312.pdf >> + + + + + + + +" +"arnold-j/_sent_mail/578.","Message-ID: <1235794.1075857653547.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 13:38:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: Guggenheim Museum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Do you have interest in having a semi formal party at the guggenheim for our +ny counterparties? was thinking it might be a good pr move. +---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 09:35 +PM --------------------------- +From: Margaret Allen@ENRON on 03/19/2001 05:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Guggenheim Museum + +There will be a corporate lounge for you to congregate in. Does that sound +good? No problem on the thrity tickets. I will hold them for you. Let me +know if you don't think yo uwill be needing all of them. I can also get you +the formal invitations to send out if you would like. + + + + + John Arnold@ECT + 03/19/2001 11:22 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Guggenheim Museum + +On Friday, will there be a private reception or area for us or will our +customers get lost in the crowd? +Probably thinking 30 invites for Friday. Is that ok? + + +From: Margaret Allen@ENRON on 03/16/2001 10:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guggenheim Museum + +Hey Buster, + +Hope you had a great time in Cabo! I'm so jealous. I need a vacation +desperately! + +I'm trying to get a commitment on numbers from the different groups for the +Guggenheim events. Will you look over this document and tell me which ones +you would like to attend and how many people you would like to bring to each? +Of course, I need it ASAP -- what's new, right?!! + +Thanks honey! Margaret + + + + + + + +" +"arnold-j/_sent_mail/579.","Message-ID: <33358932.1075857653571.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 13:34:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: SCS Daily Volatility Report as of 3/19/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +seeing no increase in physical demand from industrials. however, they cant= +=20 +buy enough paper. energy customer deal flow has a conspicuous habit of=20 +buying high and selling low. seeing virtually no producer selling. strip= +=20 +will continue to be well supported through early spring. last year custome= +rs=20 +sold all the way up, transferring their price risk to marketers and specs. = +=20 +market for most part was very orderly move up during the summer. volatilit= +y=20 +was in the pukes because everybody was long. now, customers are all buying= +. =20 +move down should be orderly as is met with a lot of short covering from tra= +de=20 +and volatility should come from short covering moves like today's. =20 +market waiting to see those first two injection numbers. if we are beating= +=20 +last year by 20 bcf, lights out. move down may also scare producers to do= +=20 +some term selling, putting pressure on whole curve. =20 + + + + +slafontaine@globalp.com on 03/20/2001 03:21:41 PM +To: John.Arnold@enron.com +cc: =20 +Subject: Re: SCS Daily Volatility Report as of 3/19/01 + + + +maybe yur rite but 47% for sep still over valued. ive ve been buying deep= +=20 +otm +(jun and july 4.00 strikeputs as well. collpse in oil curve gives me a litt= +le +more confidence eventually we follow.but agree its a little early.i say we= +=20 +draw +this week 30 ish, lhand next week a small draw then builds-and if im rite s= +hud +be substantial from there. i was long twice near 5 bucks but saw no rally s= +o i +sold for nothing-shit-no patience + any indication industrial demand on the rise from the cxustomer side? +certainly numbers /withdrawels suggest not.. the weather has been lousy for= +=20 +the +shotrs-cudnt be more construcictve-cold east hot west-terrific. but while t= +he +ranks are bullis/concerned over californication-those fukkers are outta gas= +=20 +and +power anyway shud be more of an east west issue than anything-they conitue +ultimate px/economy destruction-in a way bearish. +think mite be worth going long straddles in a week or so +regards + + + + + +John.Arnold@enron.com on 03/20/2001 04:06:55 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: SCS Daily Volatility Report as of 3/19/01 + + + + + +heffner how? +was pretty long coming into today just playing the range. sold everything +on the way up. will be s scale up seller probably through options. +certainly a short squeeze in trade today and i don;t think anything changes +tomorrow except maybe trade gets more confident in the short at the higher +level and if cash rejects higher prices. +will be buying lots of puts on the way up so i guess for me vol is not too +high. i was short vol and covered it all this morn. think we could be in +for some turbulence here + + + + +slafontaine@globalp.com on 03/20/2001 10:48:43 AM + +To: jarnold@enron.com +cc: +Subject: SCS Daily Volatility Report as of 3/19/01 + + + +vol seems rich here for ngas no/ what do we do here with flat price? how +was +cabo? +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/20/2001 +11:48 AM --------------------------- + + +Scsotc@aol.com on 03/20/2001 08:18:54 AM + +To: Scsotc@aol.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: SCS Daily Volatility Report as of 3/19/01 + + + + +The attached report will be downloaded into microsoft word. + +Have a nice day. + +Regards, + +SCS + + + + + S.C.S. Straddle Report for CL as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 2200 1 159.2 + STD APR01 2650 40 50.0 2674 +OTMC 2700 10 55.5 + +OTMP 2500 45 39.5 + STD MAY01 2700 228 37.2 2692 +OTMC 2900 43 37.4 + +OTMP 2450 66 38.9 + STD JUN01 2700 315 36.4 2699 +OTMC 3000 57 36.2 + +OTMP 2450 87 36.9 + STD JUL01 2700 370 35.3 2698 +OTMC 3100 63 36.1 + +OTMP 2400 99 36.6 + STD AUG01 2700 423 34.9 2683 +OTMC 3150 72 35.6 + +OTMP 2350 108 36.7 + STD SEP01 2650 458 34.4 2664 +OTMC 3200 75 35.0 + +OTMP 2300 116 36.7 + STD OCT01 2600 488 33.8 2642 +OTMC 3200 83 34.2 + +OTMP 2300 131 36.0 + STD NOV01 2600 512 33.7 2620 +OTMC 3200 90 34.2 + +OTMP 2250 131 35.3 + STD DEC01 2600 527 32.6 2597 +OTMC 3200 94 33.3 + +OTMP 2200 130 34.9 + STD JAN02 2600 570 33.5 2574 +OTMC 3000 139 32.9 + +OTMP 2200 140 33.7 + STD FEB02 2550 535 30.3 2551 + +OTMP 2100 148 31.5 + STD JUN02 2450 560 28.6 2456 +OTMC 3300 84 30.4 + +OTMP 2000 163 28.7 + STD DEC02 2350 612 27.9 2328 +OTMC 3000 115 27.4 + +OTMP 1900 174 25.1 + STD DEC03 2250 628 24.9 2198 + + + S.C.S. Straddle Report for HO as of 3/19/2001 + Option Future + Month Strike Set Vol Set + STD APR01 7000 368 41.8 7038 +OTMC 7400 80 47.4 + + STD MAY01 7000 645 35.9 6885 +OTMC 7500 128 38.4 + + STD JUN01 7000 816 34.2 6870 +OTMC 7700 134 34.2 + +OTMP 6800 425 33.9 + STD JUL01 6900 988 34.1 6910 +OTMC 8000 188 37.4 + +OTMP 6800 462 33.6 + STD AUG01 7000 1105 33.9 6965 +OTMC 8200 209 36.4 + +OTMP 6600 409 33.9 + STD SEP01 7000 1236 33.9 7040 +OTMC 8900 184 37.8 + +OTMP 6600 431 33.9 + STD OCT01 7100 1348 33.9 7110 +OTMC 8800 251 37.3 + + + S.C.S. Straddle Report for HU as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 8400 97 42.6 + STD APR01 8700 467 42.7 8743 +OTMC 9200 84 44.3 + + + S.C.S. Straddle Report for NG as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 4750 46 47.8 + STD APR01 5000 305 48.4 5035 +OTMC 5250 76 50.1 + +OTMP 4600 122 48.1 + STD MAY01 5050 612 47.0 5062 +OTMC 5750 95 47.9 + +OTMP 4550 178 47.5 + STD JUN01 5100 802 46.3 5092 +OTMC 5950 147 48.0 + +OTMP 4500 219 47.2 + STD JUL01 5150 990 47.4 5132 +OTMC 6200 192 49.3 + +OTMP 4450 241 46.1 + STD AUG01 5150 1118 46.7 5152 +OTMC 6500 195 48.6 + +OTMP 4400 291 47.1 + STD SEP01 5150 1267 47.7 5132 +OTMC 6500 256 49.4 + +OTMP 4250 281 47.5 + STD OCT01 5150 1393 48.7 5137 +OTMC 6000 434 50.7 + +OTMP 4500 379 47.1 + STD NOV01 5250 1470 48.2 5257 +OTMC 7500 284 54.4 + +OTMP 4500 388 47.0 + STD DEC01 5450 1661 48.4 5377 +OTMC 6750 451 50.8 + + STD SEP02 2700 2003 42.2 4519 + + STD DEC02 2950 2131 44.4 4730 + +OTMP 2700 141 37.6 + STD MAR03 2750 1928 37.6 4459 +OTMC 4750 410 48.2 + + + +=0F: + + + + + + + + + + + + +" +"arnold-j/_sent_mail/58.","Message-ID: <28523050.1075857595438.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 06:54:00 -0800 (PST) +From: john.arnold@enron.com +To: stinson.gibner@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Stinson Gibner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stinson: +Can we do the meeting today at 4:00?" +"arnold-j/_sent_mail/580.","Message-ID: <2575288.1075857653682.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:46:00 -0800 (PST) +From: john.arnold@enron.com +To: debbie.nowak@enron.com +Subject: Re: Your Invitation to Enron's Executive Forum - 1st Quarter 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Debbie Nowak +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Debbie: +If you have availability for either session, please sign me up. I was unsu= +re=20 +I would be able to attend until now, hence the late notice. +Thanks, +John + + + =20 +=09Enron North America Corp. +=09 +=09From: Debbie Nowak @ ENRON 03/07/2001 02:35 P= +M +=09 + +To: Paul Adair/Corp/Enron@Enron, Jeffery Ader/HOU/ECT@ECT, James A=20 +Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, Joao Carlos=20 +Albuquerque/SA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Ramon=20 +Alvarez/Ventane/Enron@Enron, John Arnold/HOU/ECT@ECT, Alan=20 +Aronowitz/HOU/ECT@ECT, Jarek Astramowicz/WAR/ECT@ECT, Mike=20 +Atkins/HOU/EES@EES, Philip Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT,= +=20 +Wilson Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES,=20 +Edward D Baughman/HOU/ECT@ECT, Kenneth Bean/HOU/EES@EES, Kevin=20 +Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20 +Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,= +=20 +Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,= +=20 +Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20 +Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,= +=20 +Riccardo Bortolotti/LON/ECT@ECT, David J Botchlett/HOU/ECT@ECT, Hap=20 +Boyd/EWC/Enron@Enron, Dan Boyle/Corp/Enron@Enron, William S Bradford/HOU/EC= +T,=20 +Michael Brown/NA/Enron@Enron, William E Brown/ET&S/Enron, Harold G=20 +Buchanan/HOU/EES@EES, Don Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob= +=20 +Butts/GPGFIN/Enron@ENRON, Christopher F Calger/PDX/ECT@ECT, Eduardo=20 +Camara/SA/Enron@Enron, Nigel Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,= +=20 +Cary M Carrabine/Corp/Enron@Enron, Rick L Carson/HOU/ECT, Rebecca=20 +Carter/Corp/Enron@ENRON, Lou Casari/Enron Communications@Enron=20 +Communications, Chee Ken Chew/SIN/ECT@ECT, Craig Childers/HOU/EES@EES, Paul= +=20 +Chivers/LON/ECT@ECT, Larry Ciscon/Enron Communications@Enron Communications= +,=20 +Edward Coats/Corp/Enron, Remi Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT,= +=20 +Deborah Culver/HOU/EES@EES, Les Cunningham/HOU/EES@EES, Greg=20 +Curran/CA/Enron@Enron, Wanda Curry/HOU/EES@EES, Mike=20 +Dahlke/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Hardie Davis/Corp/Enron, Anthon= +y=20 +Dayao/AP/Enron@Enron, Michel Decnop/LON/ECT@ECT, Joseph Deffner/HOU/ECT,=20 +David W Delainey/HOU/EES@EES, Tim DeSpain/HOU/ECT@ECT, Timothy J=20 +Detmering/HOU/ECT@ECT, Janet R Dietrich/HOU/EES@EES, Richard DiMichele/Enro= +n=20 +Communications@Enron Communications, Andy Dingsdale/EU/Enron@ENRON, Mark=20 +Dobler/HOU/EES@EES +cc: =20 +Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001 + +The Office of the Chairman would like to invite you to participate at an=20 +Enron Executive Forum. This invitation is extended to +anyone who attended an Executive Impact and Influence Program within the pa= +st=20 +two years. These informal, interactive forums +will be 90 minutes in length and held several times per year. + +Most of the participants in the Executive Impact and Influence program have= +=20 +indicated a strong desire to express opinions, share +ideas, and ask questions to the Office of the Chairman. Although not=20 +mandatory to attend, the forums are designed to address those issues. They= +=20 +also afford the Office of the Chairman opportunities to speak directly to i= +ts=20 +executive team, describe plans and initiatives, do =01&reality checks=018, = +create a=20 +=01&rallying point=018 and ensure Enron=01,s executive management is on the= + =01&same=20 +page=018 about where Enron is going---and why. + +To accommodate anticipated demand, we currently have two sessions: + +Choice: (Please rank in order of preference 1 or 2 for a session below. Yo= +u=20 +will attend only one session.) + +______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M + +______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M + + +The Office of the Chairman will host the forum. Here=01,s how it will work: +? Each session will have approximately 20 participants. +? The format will be honest, open, interactive dialogue. +? This will be your forum. Don=01,t expect to simply sit and listen to=20 +presentations.=20 +? This will not be the place for anonymity. You can safely ask your own=20 +questions and express your own opinions. +? You can submit questions/issues in advance or raise them during the forum= +. +? Some examples of topics you might want to discuss include, but are not=20 +limited to: the direction of Enron, business goals/results, M&A activitie= +s,=20 +projects/initiatives, culture, leadership, management practices, diversity,= +=20 +values, etc. + +Because the forum will work only if everyone actively participates, we=20 +encourage you to accept this invitation only if you=20 +intend to have something to say and if you are willing to allow others to d= +o=20 +the same. For planning purposes, it is essential that=20 +you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20 +Nowak, or via fax 713.646.8586. =20 + +Once we have ensured an even distribution of participants throughout these= +=20 +sessions, we will confirm with you, in writing, +as to what session you will attend. We will try to honor requests for firs= +t=20 +choices as much as possible. =20 + +Should you have any questions or concerns, please notify Gerry Gibson by=20 +e-mail (gerry.gibson@enron.com). Gerry can also be reached at 713.345.6806= +. + +Thank you. + + +" +"arnold-j/_sent_mail/581.","Message-ID: <31209415.1075857653766.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:43:00 -0800 (PST) +From: john.arnold@enron.com +To: ted.bland@enron.com +Subject: Dinner Invitation - April 10, 2001 (For Trading Track) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ted C Bland +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i rsvp +---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 08:40 +PM --------------------------- +From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/15/2001 05:41 PM +Sent by: Kimberly Hillis/ENRON@enronXgate +To: Louise Kitchen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Thomas A +Martin/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, Karen +Buckley/ENRON@enronXgate, Chuck Ames/NA/Enron@Enron, Bilal +Bajwa/NA/Enron@Enron, Russell Ballato/NA/Enron@Enron, Steve +Gim/NA/Enron@Enron, Mog Heu/NA/Enron@Enron, Juan Padron/NA/Enron@Enron, Vladi +Pimenov/NA/Enron@Enron, Denver Plachy/NA/Enron@Enron, Paul +Schiavone/ENRON@enronXgate, Elizabeth Shim/Corp/Enron@ENRON, Matt +Smith/NA/Enron@ENRON, Joseph Wagner/NA/Enron@Enron, Jason +Wolfe/NA/Enron@ENRON, Virawan Yawapongsiri/NA/Enron@ENRON +cc: Ted C Bland/ENRON@enronXgate +Subject: Dinner Invitation - April 10, 2001 (For Trading Track) + + + +You are cordially invited to attend cocktails and dinner on April 10, 2001 at +La Colombe d'Or restaurant located at 3410 Montrose Blvd (a map can be found +at www.lacolombedor.com). Cocktail hour will start at 7:00 pm with dinner to +follow. + +Please note: this dinner is for the Trading Track Program. + +Please RSVP to Ted Bland at extension 3-5275 before April 6, 2001. + + + +" +"arnold-j/_sent_mail/582.","Message-ID: <13773669.1075857653787.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:36:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: FW: LNG Weekly Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Looks good. certainly an area we need more focus on. Obviously the most +important aspect of lng is how much gas is coming in, what is that relative +to last year, and what new capacity is coming longer term. +As an aside, nat gas trades as a funciton of the storage spread to last year +and five year averages. It would be very useful if all fundamental analysis +were geared the same way. The fact that lng shipments are x this week is +meaningless. the fact that they are y delta of last year is extremely +useful. if you noticed in the fundies meeting, i was trying to move +discussion that way. what's switching vis a vis last year. whats +production relative to last year. it simplifies the fundamental analysis. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: LNG Weekly Update + + + +An initial effort--please comment + + + + + + + + +" +"arnold-j/_sent_mail/583.","Message-ID: <2039389.1075857653810.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:22:00 -0800 (PST) +From: john.arnold@enron.com +To: andrew.fairley@enron.com +Subject: Re: Trip to Houston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andrew Fairley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Good to hear. There continue to be a proliferation of new systems coming +online in the US; two more start in the next two months. We are pretty close +to finalizing a plan to open our system to everyone in terms of accepting +limit orders and posting best bid/offer regardless of whose it is. In this +framework, Enron would sleeve credit for free should two third parties be +matched on our system. However, we would hold the book, getting to see what +everyone was doing at all times. The idea is that if we can move the +industry's order flow from 30-40% EOL to 60% EOL, we get a huge information +advantage in addition to a couple trading advantages, namely we have first +priority on all numbers even if we are joining a limit bid posted by a +counterparty before us and second, we posess a proprietary stack manager that +will allow us to transact on attractive limit orders faster than our +competitors. Still working on technical issues. The decision to open EOL +markets would be done on a product by product basis. Give me a call if you +want to discuss. + + + + +Andrew Fairley +03/13/2001 11:14 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Trip to Houston + + +John + +Redmond & I have now had a few weeks to implement some of your advice with +regard to EOL for UK gas. +We have managed to double our average daily volumes, and are capturing a +considerably greater share of the market. (We estimate 50% now). +Spectron are getting about 20-30% of the number of trades we do. There are +still some counterparties who insist on paying through our numbers and paying +brokerage so they do not show us what we are doing! As far as we are +concerned we only use SpectronLive on UK gas when we are executing the +strategy you mentioned below. + +Once again, thanks for your help +All the best, + +Andy + + + + + +John Arnold +21/02/2001 04:26 +To: Andrew Fairley/LON/ECT@ECT +cc: + +Subject: Re: Trip to Houston + +Andy: +Enjoyed meeting with you. + +One more thing I did not address. My ultimate goal is to move all volume to +EOL. However, in addition to the NYMEX, we have about 6 other viable +electronic trading systems. We make it a point to never support these if +possible. We will only trade if the other system's offer is at or greater +than our bid. For instance, if we are 6/8 but have a strong inclination to +buy and another system is at 7, I will simultaneously lift their 7's and move +my market to 7/9. The lesson the counterparty gets is he will only get the +trade if I'm bidding 7 and he will only get executed when it is a bad trade +to him. People have learned fairly quickly not to leave numbers on the other +systems because they will just get picked off. If they don't post numbers on +the other systems, the systems get no liquidity and die. + +I mention this because I have heard that Enron is a fairly large trader on +Spectron's system. I don't know whether it is in regards to gas, power, or +metals. Just something to think about and maybe talk about with the other +traders. +John + + + +Andrew Fairley +02/20/2001 11:15 AM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, +Keith Holst/HOU/ECT@ect +cc: David Gallagher/LON/ECT@ECT +Subject: Trip to Houston + + +Thank you so much for your time last week. + +David and I found the time especially valuable. We have spotted several +issues helpful for our own market. +This should certainly help in the growth of our markets here in Europe. We +trust it won't be too long before we see similarly impressive results from +our side of the pond. + +Best regards + + +Andy + + + + + + + + + + + + +" +"arnold-j/_sent_mail/584.","Message-ID: <16948997.1075857653834.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 07:06:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: SCS Daily Volatility Report as of 3/19/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +heffner how? +was pretty long coming into today just playing the range. sold everything = +on=20 +the way up. will be s scale up seller probably through options. certainly= + a=20 +short squeeze in trade today and i don;t think anything changes tomorrow=20 +except maybe trade gets more confident in the short at the higher level and= +=20 +if cash rejects higher prices. =20 +will be buying lots of puts on the way up so i guess for me vol is not too= +=20 +high. i was short vol and covered it all this morn. think we could be in= +=20 +for some turbulence here + + + + +slafontaine@globalp.com on 03/20/2001 10:48:43 AM +To: jarnold@enron.com +cc: =20 +Subject: SCS Daily Volatility Report as of 3/19/01 + + + +vol seems rich here for ngas no/ what do we do here with flat price? how wa= +s +cabo? +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/20/2001 +11:48 AM --------------------------- + + +Scsotc@aol.com on 03/20/2001 08:18:54 AM + +To: Scsotc@aol.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: SCS Daily Volatility Report as of 3/19/01 + + + + +The attached report will be downloaded into microsoft word. + +Have a nice day. + +Regards, + +SCS + + + + + S.C.S. Straddle Report for CL as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 2200 1 159.2 + STD APR01 2650 40 50.0 2674 +OTMC 2700 10 55.5 + +OTMP 2500 45 39.5 + STD MAY01 2700 228 37.2 2692 +OTMC 2900 43 37.4 + +OTMP 2450 66 38.9 + STD JUN01 2700 315 36.4 2699 +OTMC 3000 57 36.2 + +OTMP 2450 87 36.9 + STD JUL01 2700 370 35.3 2698 +OTMC 3100 63 36.1 + +OTMP 2400 99 36.6 + STD AUG01 2700 423 34.9 2683 +OTMC 3150 72 35.6 + +OTMP 2350 108 36.7 + STD SEP01 2650 458 34.4 2664 +OTMC 3200 75 35.0 + +OTMP 2300 116 36.7 + STD OCT01 2600 488 33.8 2642 +OTMC 3200 83 34.2 + +OTMP 2300 131 36.0 + STD NOV01 2600 512 33.7 2620 +OTMC 3200 90 34.2 + +OTMP 2250 131 35.3 + STD DEC01 2600 527 32.6 2597 +OTMC 3200 94 33.3 + +OTMP 2200 130 34.9 + STD JAN02 2600 570 33.5 2574 +OTMC 3000 139 32.9 + +OTMP 2200 140 33.7 + STD FEB02 2550 535 30.3 2551 + +OTMP 2100 148 31.5 + STD JUN02 2450 560 28.6 2456 +OTMC 3300 84 30.4 + +OTMP 2000 163 28.7 + STD DEC02 2350 612 27.9 2328 +OTMC 3000 115 27.4 + +OTMP 1900 174 25.1 + STD DEC03 2250 628 24.9 2198 + + + S.C.S. Straddle Report for HO as of 3/19/2001 + Option Future + Month Strike Set Vol Set + STD APR01 7000 368 41.8 7038 +OTMC 7400 80 47.4 + + STD MAY01 7000 645 35.9 6885 +OTMC 7500 128 38.4 + + STD JUN01 7000 816 34.2 6870 +OTMC 7700 134 34.2 + +OTMP 6800 425 33.9 + STD JUL01 6900 988 34.1 6910 +OTMC 8000 188 37.4 + +OTMP 6800 462 33.6 + STD AUG01 7000 1105 33.9 6965 +OTMC 8200 209 36.4 + +OTMP 6600 409 33.9 + STD SEP01 7000 1236 33.9 7040 +OTMC 8900 184 37.8 + +OTMP 6600 431 33.9 + STD OCT01 7100 1348 33.9 7110 +OTMC 8800 251 37.3 + + + S.C.S. Straddle Report for HU as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 8400 97 42.6 + STD APR01 8700 467 42.7 8743 +OTMC 9200 84 44.3 + + + S.C.S. Straddle Report for NG as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 4750 46 47.8 + STD APR01 5000 305 48.4 5035 +OTMC 5250 76 50.1 + +OTMP 4600 122 48.1 + STD MAY01 5050 612 47.0 5062 +OTMC 5750 95 47.9 + +OTMP 4550 178 47.5 + STD JUN01 5100 802 46.3 5092 +OTMC 5950 147 48.0 + +OTMP 4500 219 47.2 + STD JUL01 5150 990 47.4 5132 +OTMC 6200 192 49.3 + +OTMP 4450 241 46.1 + STD AUG01 5150 1118 46.7 5152 +OTMC 6500 195 48.6 + +OTMP 4400 291 47.1 + STD SEP01 5150 1267 47.7 5132 +OTMC 6500 256 49.4 + +OTMP 4250 281 47.5 + STD OCT01 5150 1393 48.7 5137 +OTMC 6000 434 50.7 + +OTMP 4500 379 47.1 + STD NOV01 5250 1470 48.2 5257 +OTMC 7500 284 54.4 + +OTMP 4500 388 47.0 + STD DEC01 5450 1661 48.4 5377 +OTMC 6750 451 50.8 + + STD SEP02 2700 2003 42.2 4519 + + STD DEC02 2950 2131 44.4 4730 + +OTMP 2700 141 37.6 + STD MAR03 2750 1928 37.6 4459 +OTMC 4750 410 48.2 + + +=0F: + + + + +" +"arnold-j/_sent_mail/585.","Message-ID: <18226554.1075857653917.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 23:20:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 3/20 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 07:19 +AM --------------------------- + + +SOblander@carrfut.com on 03/20/2001 07:05:45 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 3/20 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Please look at the improved natural gas matrices. + +Crude http://www.carrfut.com/research/Energy1/crude33.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas33.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil33.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded33.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG33.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG33.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL33.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/586.","Message-ID: <15285068.1075857653938.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 08:30:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wanna bring me back to work? + + + +Matthew Arnold + +03/19/2001 03:25 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + + +halleleujah. want to bring it by later? + + + + + +John Arnold +03/19/2001 03:23 PM +To: Matthew Arnold/HOU/ECT@ECT +cc: +Subject: + +you'll be happy to know i get my car back today + + + + +" +"arnold-j/_sent_mail/587.","Message-ID: <3411593.1075857653960.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 07:23:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: Re: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just got it today. thanks + + + + +""Gapinski, Michael"" on 03/15/2001 03:54:42 +PM +To: ""Arnold John (E-mail)"" +cc: +Subject: Receipt of Hedge Fund Information + + +John - + +I had our Alternative Investments Group ship the offering materials for 4 +different hedge funds to your office, and I wanted to confirm that you +received them. Please let me know. + +Thanks, +> Michael Gapinski +> Account Vice President +> Emery Financial Group +> PaineWebber, Inc. +> 713-654-0365 +> 800-553-3119 x365 +> Fax: 713-654-1281 +> Cell: 281-435-0295 +> + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/_sent_mail/588.","Message-ID: <27677135.1075857653981.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 07:23:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you'll be happy to know i get my car back today" +"arnold-j/_sent_mail/589.","Message-ID: <4527587.1075857654004.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 06:22:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +dinner this week? i'm free mon-wed" +"arnold-j/_sent_mail/59.","Message-ID: <28295737.1075857595460.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 06:36:00 -0800 (PST) +From: john.arnold@enron.com +To: heather.alon@enron.com +Subject: Re: video shoot +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Alon +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that's fine + + + + + Heather Alon + 11/01/2000 12:59 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: video shoot + +Hi John, + John Lavorato needs to leave earlier tonight so we will need to start +shooting a little earlier today, around 5:00. Will this work for you? + +Thanks, +Heather +3-1825 + + +" +"arnold-j/_sent_mail/590.","Message-ID: <27263703.1075857654026.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 03:22:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Guggenheim Museum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +On Friday, will there be a private reception or area for us or will our +customers get lost in the crowd? +Probably thinking 30 invites for Friday. Is that ok? + + +From: Margaret Allen@ENRON on 03/16/2001 10:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guggenheim Museum + +Hey Buster, + +Hope you had a great time in Cabo! I'm so jealous. I need a vacation +desperately! + +I'm trying to get a commitment on numbers from the different groups for the +Guggenheim events. Will you look over this document and tell me which ones +you would like to attend and how many people you would like to bring to each? +Of course, I need it ASAP -- what's new, right?!! + +Thanks honey! Margaret + + + +" +"arnold-j/_sent_mail/591.","Message-ID: <1733930.1075857654048.JavaMail.evans@thyme> +Date: Sun, 18 Mar 2001 10:56:00 -0800 (PST) +From: john.arnold@enron.com +To: shirley.sklar@idrc.org +Subject: Re: Attached Invitation from IDRC Houston Chapter +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Shirley Sklar @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remove me from your email list + + + + +Shirley Sklar on 03/15/2001 01:13:13 PM +To: stshouston@mailman.enron.com +cc: Ed Jarboe , Shirley Sklar +Subject: Attached Invitation from IDRC Houston Chapter + + +Attached is an invitation from the IDRC Houston Chapter. + + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: HOUSTON41001.doc + Date: 15 Mar 2001, 13:59 + Size: 71680 bytes. + Type: Unknown + + - HOUSTON41001.doc + +" +"arnold-j/_sent_mail/592.","Message-ID: <16917961.1075857654069.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 01:57:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: hub cash? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cash goes out trading +1 to +3 j/k a piece + + + + +slafontaine@globalp.com on 03/15/2001 08:31:31 AM +To: John.Arnold@enron.com +cc: +Subject: Re: hub cash? + + + +hey i cant get eol on my hotel int connection. cud u tell me what delta for +hub +cash was yest am and this am??? thanks + +ps also saw u in fortune magazine-back of your head. your famous dude. + + + + + +John.Arnold@enron.com on 03/15/2001 09:27:09 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: utilites? + + + + + +so argument more switching than outright lost demand? where are petro +prices on a comparable equivalence? + + + + +slafontaine@globalp.com on 03/15/2001 08:17:02 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to +recover esp with failing econ growth. the one thing concerns me about bear +side +is implied demand for us petro products is huge. doesnt seem to suggest an +econmic impact on that side. having said that absulte px for petro much +much +lower relative to natgas + + + + + + + + + + + +" +"arnold-j/_sent_mail/593.","Message-ID: <33476464.1075857654091.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:36:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: hub cash? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i have a very pretty back of the head + +cash went out around 2-4 back yesterday. +today it is 3 back right now +bo trying to sell j/k at 4.5 on the open + + + + +slafontaine@globalp.com on 03/15/2001 08:31:31 AM +To: John.Arnold@enron.com +cc: +Subject: Re: hub cash? + + + +hey i cant get eol on my hotel int connection. cud u tell me what delta for +hub +cash was yest am and this am??? thanks + +ps also saw u in fortune magazine-back of your head. your famous dude. + + + + + +John.Arnold@enron.com on 03/15/2001 09:27:09 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: utilites? + + + + + +so argument more switching than outright lost demand? where are petro +prices on a comparable equivalence? + + + + +slafontaine@globalp.com on 03/15/2001 08:17:02 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to +recover esp with failing econ growth. the one thing concerns me about bear +side +is implied demand for us petro products is huge. doesnt seem to suggest an +econmic impact on that side. having said that absulte px for petro much +much +lower relative to natgas + + + + + + + + + + + +" +"arnold-j/_sent_mail/594.","Message-ID: <31774092.1075857654113.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:27:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +so argument more switching than outright lost demand? where are petro +prices on a comparable equivalence? + + + + +slafontaine@globalp.com on 03/15/2001 08:17:02 AM +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to +recover esp with failing econ growth. the one thing concerns me about bear +side +is implied demand for us petro products is huge. doesnt seem to suggest an +econmic impact on that side. having said that absulte px for petro much much +lower relative to natgas + + + +" +"arnold-j/_sent_mail/595.","Message-ID: <8395231.1075857654134.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:08:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +heffner a little bullish, eh?" +"arnold-j/_sent_mail/596.","Message-ID: <2275103.1075857654157.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:08:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +agree with contango story . cash to futures pretty bullish but a picture +where agressive inj now are bearish later. so curve should flatten. also +back of curve (cal2,3) under a lot of pressure now. customers will be buying +all the way down and will get fucked just like last year. contango has been +under considerable pressure even with the front falling...any rally should +result in those snapping in to 4. good scalp in my opinion. +definitely seeing your side on the $5 level. surprised we havent gotten more +demand back as we sit at these lower levels. +off to cabo today for a long weekend. kind of exhausted at work right now so +a much needed break. + + + + +slafontaine@globalp.com on 03/15/2001 07:50:59 AM +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +i wud think apr shud also start to find support from contangos, storage +players, +ie pretty attractive contangos given the bullsih mkt sentiment, and spec a +little short will eventually roll. i bullspd a little little at 5.5 just for a +scalp. if cash converges which it shud as we fall in px then shud see sprds +find +support at the 5-6 ct level/month? ? + other than that-im still bearish-5 bucks not sustainable longer term and +nothing yet telling me otherwise. economy and oil curve also not going to help +ngas. buying 4.00 summer puts + thanks for comments on utilites-i'll bet they buy all the way down but i +think +theyll have so much gas coming at em if we stay at these levels the mkt will +ultiamtely force em to back down. + in ny yest and today-saw the red hot chili peppers last nite , was awsome, +small place about 1000 fans,maybe for a charity. also here for some of those +covert operations we talked about a while back. wkup. + + + +" +"arnold-j/_sent_mail/597.","Message-ID: <19168332.1075857654179.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 23:28:00 -0800 (PST) +From: john.arnold@enron.com +To: peter.keavey@enron.com +Subject: Yahoo! Sports Tournament Pick'em +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Peter F Keavey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/15/2001 07:28 +AM --------------------------- + + +""jfk51272@yahoo.com"" +Date: Wed, 14 Mar 2001 09:17:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Yahoo! Sports Tournament Pick'em +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/14/2001 05:16 +PM --------------------------- + + +""jfk51272@yahoo.com"" +Date: Wed, 14 Mar 2001 08:52:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: how are your broker relationships? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +houston would be easy ireland kinda tough + + +From: Jennifer Fraser/ENRON@enronXgate on 03/13/2001 12:51 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: how are your broker relationships? + + +what is the probability of you procuring some U2 tickets? We would dearly +love to attend the concert in ireland at slane castle in august....I couldn't +dial fast enough to get them +Jen Fraser + +713-853-4759 + + +" +"arnold-j/_sent_mail/6.","Message-ID: <22899100.1075857594313.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:14:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: HARVARD +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yep + + + + +Caroline Abramo@ENRON +12/12/2000 03:59 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: HARVARD + +J/M- I have Jason Hotra- their trader coming in tomorrow- maybe I can drag +you 2 away for a few minutes after 3. + +see you tomorrow, +ca + +" +"arnold-j/_sent_mail/60.","Message-ID: <33054544.1075857595481.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 03:21:00 -0800 (PST) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +Can you do the same printout today of children for product #33076 +Thanks +John" +"arnold-j/_sent_mail/600.","Message-ID: <17350292.1075857654244.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 01:40:00 -0800 (PST) +From: john.arnold@enron.com +To: george.ellis@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: george.ellis@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +71 + + + + +george.ellis@americas.bnpparibas.com on 03/14/2001 08:18:25 AM +To: george.ellis@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year -31 +Last Week -73 + +Thank You, +George Ellis +BNP PARIBAS Commodity Futures, Inc. + + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/_sent_mail/601.","Message-ID: <18346325.1075857654266.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 01:39:00 -0800 (PST) +From: john.arnold@enron.com +To: ann.schmidt@enron.com +Subject: Re: Question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ann M Schmidt +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sorry, have no idea. + + +From: Ann M Schmidt@ENRON on 03/14/2001 08:43 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Question + +Hi John, + +I work in Corp. PR and Eric Thode recommended that I drop you and email with +respect to a question I have about specific trade types that no one seems to +know the answer to. I wanted to know if you knew what ST and MLT trades are +and just so you know, in case it makes a difference, these are in context to +French power trading. I know you are extremely busy but if you get a chance +I would greatly appreciate your comments. + +Thanks, Ann +x54694 + + +" +"arnold-j/_sent_mail/602.","Message-ID: <15023476.1075857654287.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 23:30:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +very funny today...during the free fall, couldn't price jv and xh low enough +on eol, just kept getting cracked. when we stabilized, customers came in to +buy and couldnt price it high enough. winter versus apr went from +23 cents +when we were at the bottom to +27 when april rallied at the end even though +it should have tightened theoretically. however, april is being supported +just off the strip. getting word a lot of utilities are going in front of +the puc trying to get approval for hedging programs this year. + + + + +slafontaine@globalp.com on 03/13/2001 11:07:13 AM +To: jarnold@enron.com +cc: +Subject: utilites? + + + +hey johnny. hope all is well. what u think hrere? utuilites buying this break +down? charts look awful but 4.86 ish is next big level. +jut back from skiing in co, fun but took 17 hrs to get home and a 1.5 days to +get there cuz of twa and weather. + + + +" +"arnold-j/_sent_mail/603.","Message-ID: <2472267.1075857654309.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:13:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ooops.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what are you doing tonight?" +"arnold-j/_sent_mail/604.","Message-ID: <11004672.1075857654330.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:11:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what are you doing tonight" +"arnold-j/_sent_mail/605.","Message-ID: <3498983.1075857654351.JavaMail.evans@thyme> +Date: Fri, 9 Mar 2001 06:27:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ooops.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about benjys?" +"arnold-j/_sent_mail/606.","Message-ID: <20051373.1075857654373.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 05:22:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just a vicious rumor... my birthday's not till next year. + + + + +Jennifer Shipos +03/08/2001 12:22 PM +To: john.arnold@enron.com +cc: +Subject: + +Tomorrow, eh! How old are you going to be... 20? + +" +"arnold-j/_sent_mail/607.","Message-ID: <16267167.1075857654394.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 03:53:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ooops.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it was almost worth buying a ticket + + + + +""Jennifer White"" on 03/08/2001 07:30:39 AM +To: john.arnold@enron.com +cc: +Subject: ooops.... + + +Someone did win the lottery. Perhaps I shouldn't watch the news on mute +if I want to get the story straight. + +Also...another La Strada brunch this Sunday. Will it ever end??? + +---- ""Jennifer Brugh"" wrote: +> Hi everyone! +> +> It's that time again, yep La Strada time! On Sunday, March 11th we +> are +> meeting at La Strada on Westheimer at 11:00 to wish farewell to Courtney. +> +> Let me know if you can make it! +> +> Jennifer +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/608.","Message-ID: <773676.1075857654425.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 01:47:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/08/2001 09:46= +=20 +AM --------------------------- +From: Ann M Schmidt@ENRON on 03/08/2001 08:11 AM +To: Ann M Schmidt/Corp/Enron@ENRON +cc: (bcc: John Arnold/HOU/ECT) +Subject: Enron Mentions + +Family Holding +Forbes, 03/19/01 + +The New Forecast For Meteorologists: It's Raining Job Offers --- Energy=20 +Trading Firms Snap Up Grads of an Inexact Science; No Blow-Dryer? No Proble= +m +The Wall Street Journal, 03/08/01 + +ENRON PROVIDES TRADING SERVICES TO MANX ELECTRICITY UNDER NETA +CRL, 03/08/01 + +Energy Trading Companies Pay Big for Weather Talent, WSJ Says +Bloomberg, 03/08/01 + +ENRON FAILS TO ATTRACT BIDS FOR 30 PCT STAKE IN INDIAN OIL FIELD +Asia Pulse, 03/07/01 + +SINGAPORE: PetroChina plans five gas, products lines by 2005. +Reuters English News Service, 03/07/01 + + + + +Companies People Ideas +Family Holding +BY Phyllis Berman + +03/19/2001 +Forbes +102 +Copyright 2001 Forbes Inc. + +Lemuel Green, a flour mill owner, took the excess power from the water-turn= +ed=20 +generator at his mill in 1908 and sold it between dusk and midnight to=20 +anybody in Alton, Kan. who knew what to do with it. Soon he quit the millin= +g=20 +business and started stringing transmission lines across the western part o= +f=20 +the state. Before his death in 1930 he had built a utility that lit 56 Kans= +as=20 +communities.=20 +Kansas City's UtiliCorp United is perhaps the only fourth-generation=20 +family-controlled electric utility in the country. Today the outfit, once= +=20 +called Missouri Public Service, is headed by Lemuel Green's two=20 +great-grandsons. +Richard Green, 46, took over as chief executive in 1985, three years after= +=20 +his father's death. At the time Missouri Public Service served 200,000=20 +customers in two states and had $245 million in revenues. Richard's brother= +=20 +Robert, now 39, joined him three years later.=20 +Standing pat was not an option. Deregulation was in the air, and the rules= +=20 +were changing. The brothers remade the company. They spent $4 billion buyin= +g=20 +utilities in other parts of the U.S., Canada, Australia and New Zealand.=20 +UtiliCorp now serves 4 million customers in seven states and four countries= +.=20 +More important, they veered off into other parts of the energy business. In= +=20 +1986 they acquired gas properties from Peoples Natural Gas of Omaha and got= + a=20 +two-person gas-trading operation as part of the deal. That little trading= +=20 +operation, now a subsidiary called Aquila, turned into something almost as= +=20 +valuable as all the rest of the company, with its 4,500 megawatts of power= +=20 +generated in some 22 power plants around the country.=20 +""My brother and I received strong advice that we would never be able to be= +=20 +competitive in this business,"" says Bob Green. Oh, yeah? Aquila has 1,100= +=20 +employees and competes with the likes of Duke, Dynegy and Enron. According = +to=20 +Natural Gas Week, Aquila was the fourth-largest power-and-gas marketer in t= +he=20 +country last year. Aquila trades a host of other products as well-everythin= +g=20 +from weather-condition hedges to bandwidth.=20 +Problem: Trading operations require capital just as power plants do. The=20 +solution, until now, has been what brother Bob calls ""our 'asset lite'=20 +strategy. We want to control the capacity, not own it."" So Aquila may provi= +de=20 +the gas to power a so-called merchant plant, one that produces electricity = +to=20 +sell in the market, in return for a claim on its production. But so far=20 +Aquila has not been a big player in the most profitable parts of the=20 +business-taking on big risk in larger transactions, the way Enron and Dyneg= +y=20 +do.=20 +What to do? In mid-December UtiliCorp announced that it would offer 19.9% o= +f=20 +Aquila to the public, raising capital while creating a market value for its= +=20 +trading operation, just as competitors Constellation Energy and Southern=20 +Company are doing. The hope is that the new entity will garner a multiple o= +f=20 +20 to 45 times earnings. Then, if all were to go as planned, UtiliCorp woul= +d=20 +spin off the rest of the operation in a tax-free distribution.=20 +The timing looks good. Aquila has no material exposure in the California=20 +market. Furthermore, the volatility in that market has been a bonanza for= +=20 +many firms that trade power, including Aquila. Its trading subsidiary is th= +e=20 +reason UtiliCorp's earnings were up 28% last year, to $206 million, on $29= +=20 +billion in sales. UtiliCorp's shares doubled in the past year to $30.=20 +But will the California crisis nonetheless poison the market for an Aquila= +=20 +stock offering? It might. And UtiliCorp cannot afford to hold its breath in= +=20 +the capital markets forever. Even with its ""asset-lite"" strategy, the compa= +ny=20 +is far more leveraged than most utilities, with debt at 56% of capital,=20 +versus the 50% norm for electric utilities. The offering is supposed to rai= +se=20 +$425 million or so that could be used to pay down a bit of the parent's $2.= +9=20 +billion in debt.=20 +If Bob Green is walking a financial tightrope, you could never tell it by= +=20 +talking to him. ""We see this company as our heritage,"" he says confidently.= +=20 +This despite the fact that after seven equity offerings the family's share = +of=20 +UtiliCorp is now 4%, down from 15% when Richard took over.=20 +Might the Greens lose their heirloom in a takeover battle? They might, but= +=20 +they might come out ahead anyway. Look at the family history. Lemuel sold= +=20 +some of his utility assets for $6.6 million in 1927 and diversified into=20 +California orange groves. The assets were resold to Samuel Insull, the=20 +midwestern electricity magnate who came to a bad end when his pyramid of=20 +holding companies collapsed during the Depression. Years later, after=20 +Congress reacted with a law that busted up multistate electric utilities, B= +ob=20 +and Rick's grandfather bought back Lemuel Green's utility properties for a= +=20 +song. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + + + +The New Forecast For Meteorologists: It's Raining Job Offers --- Energy=20 +Trading Firms Snap Up Grads of an Inexact Science; No Blow-Dryer? No Proble= +m +By Chip Cummins +Staff Reporter of The Wall Street Journal + +03/08/2001 +The Wall Street Journal +A1 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Two years ago, Bradley Hoggatt was heading for an academic career in=20 +meteorology, intent on discovering more about how hurricanes form. But just= +=20 +before he started working on a doctorate, a very different opportunity blew= +=20 +in.=20 +Now Mr. Hoggatt forecasts weather for a floor full of M.B.A.s who trade=20 +billions of dollars in weather-sensitive energy commodities such as natural= +=20 +gas and electricity for Aquila Inc., the trading subsidiary of a big Midwes= +t=20 +utility. +With no business background himself, Mr. Hoggatt is also trading complex=20 +financial contracts based on his predictions. ""I'm putting my money where m= +y=20 +mouth is,"" says the tall, square-shouldered 28-year-old.=20 +Weathermen and women have become a hot commodity in the exploding=20 +energy-trading business. While off-target forecasts on television may=20 +frustrate parents and schools and embarrass politicians, as they did this= +=20 +week on the East Coast, they can lose bundles for electricity and natural-g= +as=20 +traders. So as trading has boomed, so has demand for trained meteorologists= +,=20 +a profession that traditionally hasn't paid all that well and is often the= +=20 +butt of jokes.=20 +From Wall Street to Houston's Louisiana Street, where many energy companies= +=20 +have set up shop, recent graduates are earning twice what they would earn a= +t=20 +the National Weather Service or in academia. ""The appetite for weather is= +=20 +insatiable,"" says James L. Gooding, director of meteorology at Duke Energy= +=20 +Corp. A former NASA scientist, Dr. Gooding will be adding a fourth forecast= +er=20 +to his Houston team in the next year.=20 +Enron Corp., an energy-trading giant based in Houston, has more than double= +d=20 +its staff of weather forecasters to nine in the past three years, plucking= +=20 +talent from places like the Weather Channel. Williams Cos., a Tulsa, Okla.,= +=20 +competitor, is endowing university fellowships to lure meteorology students= +.=20 +And since 1999, Aquila, which is owned by UtiliCorp United Inc., of Kansas= +=20 +City, Mo., has hired two other meteorologists from Mr. Hoggatt's alma mater= +,=20 +the University of Wisconsin, plus another scientist with a Ph.D. in=20 +climatology.=20 +That hiring paid off a bit during this week's winter storm in the Northeast= +.=20 +While many on the East Coast were getting miscues from TV weathermen on a= +=20 +pending, possibly historic blizzard that fizzled in New York and other=20 +cities, traders at Aquila simply looked to Mr. Hoggatt.=20 +Last Friday, Scott Macrorie, an electricity trader for the Mid-Atlantic=20 +region at Aquila, stopped by to see how the storm was progressing. Mr.=20 +Hoggatt's team told him temperatures in his region of interest would be low= +er=20 +because of the storm, though the snowfall forecast on TV seemed a little=20 +high. Sure enough, temperatures fell and snowfall in many cities was less= +=20 +than predicted, lifting electricity prices and making Mr. Macrorie a profit= +=20 +that he says was in the tens of thousands of dollars.=20 +About 500 university students in the U.S. graduate each year with bachelor'= +s=20 +degrees in meteorology, according to the American Meteorological Society. A= +n=20 +additional 300 or so graduate with masters degrees or doctorates. Until jus= +t=20 +a few years ago, those graduates didn't typically have many options: TV for= +=20 +those who had the blow-dried look, back-office jobs with the government or = +a=20 +handful of private consultants for those who didn't. Research was an option= +.=20 +And some airlines and utilities kept a few meteorologists on staff to help= +=20 +position airplanes or power-line repair trucks during storms.=20 +Now, deep-pocketed trading companies are offering many meteorologists with= +=20 +graduate degrees salaries ranging from $60,000 to $90,000. Performance and= +=20 +trading bonuses can double or even triple the figure. That compares with th= +e=20 +roughly $33,000 the National Weather Service pays a junior forecaster with = +a=20 +graduate degree.=20 +""It's a bit unusual for meteorologists to have the prospect of lucrative=20 +employment after graduation,"" says John Nielsen-Gammon, a professor of=20 +atmospheric sciences at Texas A&M University. ""This is a bit of a switch.""= +=20 +So far, there has been no dearth of meteorological talent available, partly= +=20 +because the National Weather Service wrapped up a big expansion project in= +=20 +the mid-1990s and slowed hiring. It hires only to replace people who leave,= +=20 +about 30 to 50 meteorologists a year.=20 +And the high-pressure world of billion-dollar commodity bets isn't for=20 +everyone. When Carl Altoe graduated from Penn State, one of the nation's to= +p=20 +meteorology programs, he got a heavy sales pitch from Enron. ""It's quite an= +=20 +impressive place,"" he says of Enron's trading floor, but he wasn't sure=20 +forecasting skills alone would be enough to make the grade. ""I would be=20 +afraid that if money wasn't made in a hurry, I'd be tossed,"" says Mr. Altoe= +,=20 +who accepted a position with the National Weather Service in Marquette, Mic= +h.=20 +For others, having forecasts count puts a new thrill in the old art. After= +=20 +two years as a manager at the Weather Channel's Latin American division in= +=20 +Atlanta, Jose Marquez posted his resume on an Internet job site run by the= +=20 +American Meteorological Society. Enron called.=20 +""Have you heard about Enron?"" Mr. Marquez remembers being asked. ""And I sai= +d,=20 +honestly, `No.'""=20 +During a visit, Mr. Marquez, a 33-year-old Navy-trained meteorologist, foun= +d=20 +Enron's trading floor exhilarating. Enron courted Mr. Marquez heavily,=20 +tracking him down three times during his Christmas vacation in Puerto Rico.= +=20 +Mr. Marquez decided the sprawling trading floor was just the sort of active= +=20 +work place he was looking for. Also, he'd be getting a 10% to 15% boost ove= +r=20 +his Weather Channel salary, before potential bonuses from Enron.=20 +""I'm getting more money than I would anywhere else,"" he says.=20 +Weather has long affected prices of everything from grain at Chicago's earl= +y=20 +commodity markets to the stocks of retail companies on Wall Street. Jon=20 +Davis, a meteorologist for Salomon Smith Barney in Chicago, started=20 +forecasting the weather for agriculture traders back in 1985.=20 +But volatile energy prices have raised the stakes for forecasters who are= +=20 +able to gauge air-conditioning use in the summer or natural-gas demand duri= +ng=20 +the winter heating season. Meanwhile, all sorts of companies are turning to= +=20 +energy traders and Wall Street for ""weather derivatives,"" complex contracts= +=20 +used to hedge financial risks associated with the weather. ""With every=20 +passing year, you do more energy and more energy,"" Mr. Davis says.=20 +Despite big advances in data collection and modeling, betting millions of= +=20 +dollars on weather forecasts can still be tricky business. Short-term=20 +forecasts are pretty good. Predicting weather two weeks from now is chancy.= +=20 +Most meteorologists get their data from the government, particularly the=20 +National Weather Service. Many then tweak it with their own interpretations= +=20 +or forecasting models.=20 +Disappointed last year by poor long-term forecasts from 11 private=20 +consultants, Aquila has a contest offering $100,000 to the meteorologist or= +=20 +team that can best predict temperatures in 13 major U.S. cities over the=20 +course of a year. ""I call it the forecast bakeoff,"" says Mr. Hoggatt.=20 +The high stakes also mean more pressure on forecasters. WSI Corp., a=20 +Billerica, Mass., weather-forecasting firm, started an energy service last= +=20 +year, and Jeffrey A. Shorter, a WSI vice president, says energy clients can= +=20 +be less forgiving than his other clients in TV and aviation, especially whe= +n=20 +the forecasts are wrong. But, he adds, ""presumably, more often than not,=20 +we're right."" + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + +ENRON PROVIDES TRADING SERVICES TO MANX ELECTRICITY UNDER NETA +2001-03-08 08:43 (New York) + + + (The following is a reformatted version of a press release issued +by Enron and received via electronic mail. The release was not confirmed +by the sender.) + +ENRON AND MANX ELECTRICITY ANNOUNCE POWER TRADING AGREEMENT + + London, March 8 -- Enron announced today that it has concluded a +long-term power trading agreement with the Manx Electricity Authority +(MEA), representing one of the first deals with an embedded generator +specifically designed for the New Electricity Trading Arrangements +(NETA). Under the agreement Enron will provide 24-hour trading services +to MEA under NETA in an innovative deal structured to maximise the value +of the electricity interconnector between the Isle of Man and UK +mainland. + The =01A45 million interconnector runs between Bispham in Lancashire +and Douglas on the Isle of Man and is capable of carrying 40MW in each +direction. At 105km it is the longest AC interconnector cable in the +world. + ""The development costs of the interconnector to the UK placed us +under pressure to put the link to the highest and best economic use and +we feel our relationship with Enron has accomplished this"" said Mike +Proffitt, Chief Executive of MEA. + ""Our commitment to reducing the price of electricity on the Isle of +Man is firmly embedded in MEA's five year plan and our trading +partnership with Enron will greatly assist us in achieving this goal."" + Richard Lewis, Managing Director of UK gas and power at Enron, +commented: ""This is a great transaction for both parties and fits well +into Enron's trading portfolio. MEA will benefit from Enron's expertise +as one of the UK's leading energy traders and will provide us with their +skills as operators of their generation plant and the interconnector. It +is significant in that we believe it is one of the first embedded +generation transactions specially tailored for the new trading +arrangements."" + +Media Contacts: + +Alex Parsons +Enron +Tel: 020 7783 2394 + +Alison Cottier +Manx Electricity +Tel: 01624 687798 + + +(db)LO + -END- +-0- (CRL) Mar/08/2001 13:43 GMT + + +Energy Trading Companies Pay Big for Weather Talent, WSJ Says +2001-03-08 06:47 (New York) + + + Kansas City, March 8 (Bloomberg) -- The growth of energy +trading floors in the past several years has made meteorology a +glamour profession, even for forecasters who never even intended +to predict the weather on television, the Wall Street Journal +reported. + Weather affects commodities trading and determines +electricity and natural gas supply and demand. That's why large +energy trading companies like Enron Corp., Williams Cos. and +UtiliCorp United Inc. recruit top weather-forecasting talent, the +paper said. Meteorologists with graduate degrees can command +$60,000 to $90,000 a year, far higher than the $33,000 the +National Weather Service pays a junior staffer. + Energy traders use in-house weather forecasts to make quick +bets on the direction of electricity and natural gas prices. Fast +and accurate predictions can earn huge profits, the paper said. + Many meteorologists say they like the pace and action of the +trading floor. While some in the profession work in broadcasting, +most meteorologists labor in the less visible and action-oriented +worlds of academia or government research, the paper said. + +(Wall Street Journal 3-8 A1) + + + +ENRON FAILS TO ATTRACT BIDS FOR 30 PCT STAKE IN INDIAN OIL FIELD + +03/08/2001 +Asia Pulse +(c) Copyright 2001 Asia Pulse PTE Ltd. + +NEW DELHI, March 8 Asia Pulse - US energy major Enron Corporation's bid to= +=20 +sell its 30 per cent stake in Panna-Mukta and Tapti oil and gas field has m= +et=20 +with lukewarm response primarily due to inherent problems with the project.= +=20 +Several glitches in the joint venture agreement and disputes with other=20 +partners in the joint venture, Oil and Natural Gas Corporation (ONGC) and= +=20 +Reliance, have kept away international oil giants like Royal Dutch Shell,= +=20 +British Petroleum and BHP of Australia, industry sources said. +While Enron is believed to have pegged the sale price of its stake in the= +=20 +Indian venture at US$700 million, independent evaluations by various domest= +ic=20 +and international companies have discounted the figure between US$250 to=20 +US$380 million factoring several pending agreements and unresolved issues,= +=20 +sources said.=20 +ONGC, which holds 40 per cent stake in the US$900 million venture, Reliance= +,=20 +having 30 per cent interest in the gas fields, and Indian Oil Corporation= +=20 +(IOC) are among the 4-5 companies that are left in the fray for acquiring= +=20 +Enron Oil and Gas India Ltd (EOGIL's) stake in Panna-Mukta and Tapti fields= +.=20 +Inspite of over three years of operation, Panna oilfield's processing tarif= +f=20 +has not yet been fixed with ONGC and the promoters have not yet reached a= +=20 +final agreement on gas transportation cost from Tapti, sources said.=20 +Besides, delivery point for Panna has not been determined which has resulte= +d=20 +in a 10 per cent revenue loss which the government deducts from the total g= +as=20 +revenue of the company.=20 +(PTI) 08-03 1002 + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + + + + +SINGAPORE: PetroChina plans five gas, products lines by 2005. +By Chen Aizhu + +03/07/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +SINGAPORE, March 8 (Reuters) - PetroChina has mapped out plans for a massiv= +e=20 +pipeline gridwork to be in place by 2005 and to ship huge hydrocarbon=20 +reserves in China's west to its thriving east, government and industry=20 +officials said on Thursday.=20 +""A total of five pipelines are planned in the 10th five-year plan=20 +(2001-2005), four gas and one for refined oil products,"" a senior industry= +=20 +official told Reuters by telephone from Beijing. +Officials estimated total cost of the projects at 50 billion yuan ($6=20 +billion) at least.=20 +Topping the agenda and the largest of the five projects is the 4,200-km gas= +=20 +trunk line winding eastwards from China's central Asian region Xinjiang to= +=20 +the Yangtze River Delta.=20 +Construction of the $4.8-billion project is set to start later this year.= +=20 +Officials said construction would begin with the 1,600-km eastern section= +=20 +from Jinbian in northwest Shaanxi province to Shanghai, where initial gas= +=20 +supply is expected to land in 2003.=20 +The longer western section connecting Tarim to Jinbian is slated for=20 +completion by 2005, officials said.=20 +PetroChina aims to move between 12 and 20 billion cubic metres (bcm) of gas= +=20 +through the trunkline in 2005.=20 +HUGE UNTAPPED RESERVES=20 +Officials estimated about 720 bcm of recoverable gas reserves remain in the= +=20 +Shan-Gan-Ning and Tarim basins. PetroChina's most recent big discovery in t= +he=20 +Sulige field in the northern Ordos basin has proven reserves of 220 bcm.=20 +PetroChina is hoping to lure foreign firms to invest in the project,=20 +including top three oil majors ExxonMobil , Royal/Dutch Shell Group and BP= +=20 +Amoco .=20 +Also under planning is a three bcm-per-year gas pipeline from Jinbian to=20 +Beijing, Hebei and Shandong. Sources said Shell and PetroChina were jointly= +=20 +studying the project.=20 +A third gas line is planned from Zhongxian in the gas-rich southwest Sichua= +n=20 +to Wuhan and Hunan provinces in central China, officials said.=20 +U.S. gas and electricity firm Enron Corp is a joint developer in the Sichan= +=20 +gas block, which will send supplies via the proposed 740-km line.=20 +Sichuan, which produced 7.995 bcm of gas in 2000, is presently China's top= +=20 +gas producer, according to official data.=20 +The fourth gas pipe, stretching 953-km eastwards from Qaidam basin to Lanzh= +ou=20 +in the northwest, is expected to be operational in May with an annual=20 +capacity of two bcm, according to Beijing-based industry newsletter China= +=20 +OGP.=20 +The project, which targets PetroChina's subsidiary refineries in Lanzhou,= +=20 +will cost 2.25 billion yuan, China OGP said.=20 +LONGEST PRODUCTS LINE TO MOVE OIL SOUTH=20 +PetroChina also is set to build a 1,247-km refined products pipeline from= +=20 +Lanzhou to oil-thirsty Sichuan to move surplus products out of the remote= +=20 +northwest region.=20 +A feasibility study for the line, which would be the longest products=20 +pipeline in China, was approved recently, a senior official with the State= +=20 +Development Planning Commission told Reuters from Beijing.=20 +Officials said the project would replace rail transport and eventually cut= +=20 +PetroChina's oil distribution cost.=20 +""The railway system has a bottleneck which only allows a limited oil flow a= +t=20 +one time, and it's much more expensive (than pipeline),"" said a Beijing-bas= +ed=20 +PetroChina official.=20 +When built in 2005, PetroChina would be supplying five million tonnes a yea= +r=20 +of mostly gasoline and diesel to Sichuan, one of China's most populous=20 +province and which buys most of its oil by rail or ship from neighbouring= +=20 +provinces.=20 +($1=3D8.277 yuan). + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + + + +" +"arnold-j/_sent_mail/609.","Message-ID: <17621797.1075857654714.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 23:36:00 -0800 (PST) +From: john.arnold@enron.com +To: stephenc@edfman.com +Subject: Fw: ETKT Confirmation - +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: stephenc@edfman.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/08/2001 07:36 +AM --------------------------- + + +""Tony Policastro \(Elite Brokers\)"" on 03/07/2001 +11:55:29 AM +Please respond to ""Tony Policastro \(Elite Brokers\)"" +To: +cc: +Subject: Fw: ETKT Confirmation - + + + +----- Original Message ----- +From: ""Crystal Schwartz"" +To: +Sent: Wednesday, March 07, 2001 11:43 AM +Subject: ETKT Confirmation - + + +> SALES AGT: CS/YCSIZM +> +> ARNOLD/JOHN +> +> +> TONY POLICASTRO +> +> +> +> +> +> DATE: MAR 07 2001 PERSONAL +> +> SERVICE DATE FROM TO DEPART ARRIVE +> +> CONTINENTAL AIRLINES 16MAR HOUSTON TX SAN JOSE CABO 1145A 135P +> CO 1237 Y FRI G.BUSH INTERCO LOS CABOS +> EQP: BOEING 737-300 +> SEAT 07E CONFIRMED +> ***MIDDLE SEAT ONLY PLEASE CHECK AT AIRPORT +> +> CONTINENTAL AIRLINES 18MAR SAN JOSE CABO HOUSTON TX 214P 550P +> CO 1236 H SUN LOS CABOS G.BUSH INTERCO +> EQP: BOEING 737-300 +> SEAT 14F CONFIRMED +> +> AIR FARE 1281.00 TAX 71.23 TOTAL USD 1352.23 +> SVC FEE USD 15.00 +> +> INVOICE TOTAL USD 1367.23 +> +> +> +> RESERVATION NUMBER(S) CO/I7R7SX +> +> ARNOLD/JOHN TICKET:CO/ETKT 005 7025570376 +> ARNOLD/JOHN MCO: 890 8108674936 +> +> *********************************************** +> THIS IS A TICKETLESS RESERVATION. PLEASE HAVE A +> PICTURE ID AVAILABLE AT THE AIRPORT. THANK YOU +> *********************************************** +> NON-REFUNDABLE TKT MINIMUM $100.00 CHANGE FEE +> ********************************************** +> THANK YOU FOR CALLING VITOL TRAVEL +> +> +> ===== +> Vitol Travel Services +> 1100 Louisiana Suite 3230 +> Houston, Texas 77002 +> Phone - 713-759-1444 +> Fax - 713-759-9006 +> +> __________________________________________________ +> Do You Yahoo!? +> Get email at your own domain with Yahoo! Mail. +> http://personal.mail.yahoo.com/ +> + +" +"arnold-j/_sent_mail/61.","Message-ID: <20550064.1075857595502.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 02:17:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Adam Resources +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks + + + + +Andy Zipper@ENRON +11/01/2000 08:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Adam Resources + +FYI +---------------------- Forwarded by Andy Zipper/Corp/Enron on 11/01/2000 +07:59 AM --------------------------- +From: Bob Shults@ECT on 10/31/2000 03:56 PM +To: Andy Zipper/Corp/Enron@Enron +cc: Daniel.Diamond@enron.com + +Subject: Adam Resources + +I talked to Jay Surles and Kenny Policano at Adams Resources and concerning +CATDADDY and POWERTRADE. I informed Jay that it was in violation of their +agreement to ""sell, lease, retransmit, redistribute or provide directly or +indirectly,any portion of the content of the Website to any third party."" +They indicated that they had provided the id to one of their marketers in New +England. They also suggested that they had a broker that watched spreads for +a commission therefore theoretically the broker was an employee of the +company. After all the bull they agreed to have them shut down and they +would refrain from doing it again. + + + +" +"arnold-j/_sent_mail/610.","Message-ID: <18134938.1075857654736.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 23:23:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 3/8 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/08/2001 07:23 +AM --------------------------- + + +SOblander@carrfut.com on 03/08/2001 07:05:03 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 3/8 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude88.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas88.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil88.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded88.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG88.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG88.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL88.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/611.","Message-ID: <19011432.1075857654758.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 02:01:00 -0800 (PST) +From: john.arnold@enron.com +To: george.ellis@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: george.ellis@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +67 + + + + +george.ellis@americas.bnpparibas.com on 03/07/2001 09:39:04 AM +To: george.ellis@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year -37 +Last Week -101 + +Thanks, +George Ellis +BNP PARIBAS Commodity Futures, Inc. + + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/_sent_mail/612.","Message-ID: <19850187.1075857654782.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 01:42:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: rebuttal +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +confused... what are you disagreeing with me in regards to demand destruction? + + +From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 08:55 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: rebuttal + +I am definitely a bigger fan of the crude complex for the next few months. +Agree the defcon 5 bubble has burst for natgas. Disagree about the demand +destruction. +? I think some demand is just permanently gone ( i.3. cheaper BTUs in ASIA- +Pacific and plants just wont run here anymore). But I think that we are +underestimating the structural changes in energy demand. Just as the economy +is less dependent on heavy industry for its health, energy demand is +changing. Since just about everyone missed the boat on the increased power +demand as a result of Silicon Valley, I think we don't have a good handle on +what the drivers of the new power generation really are.So what i'm saying +is that industrial demand will weaken, demand in service based industries +will increase. Also energy is a much smaller component of the cost structure +in service industries. +? Also I think in 2000, people had sticker shock-- they couldn't have +imagined 10$ gas, but now that volatility and higher prices are firmly +entrenched in their minds --- they will find ways of running their factories. +Also they will budget for these prices instead of $2.50 +? See NG Week (3/5/01) Nevada power price hikes affecting casinos --- +increases of 20%. When asked the implication for missed earnings and their +plans for demand conservation, one casino official replied 'We're in the +bright lights business' +? I don't believe the economic doom and gloom + First of all no one wants a repeat of the 1990 recession ( which was much +worse outside of the US) Every central bank in the G7 has or will cut rates +this week. The US will follow suit or it will have a very expensive dollar +which will blow exports. With all of the monetary slack, consumer credit will +not tighten and thus buying will continue ( witness the lack of destruction +in big ticket items purchasing). Heavy manufacturing is contracting but this +is not everything. Productivity gains are strong. The economy is becoming +more service based and traditional industrial barometers are not telling the +whole story. +? Finally, I am London and it is not doom and gloom over here. + +well there's my 2 cents. + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, March 07, 2001 2:31 PM +To: Fraser, Jennifer +Subject: RE: + +i think jv strip prices to where we price out enough demand to get to 2.8. +whther that price level is 425 or 725 is arguable. i think it's close to +here. but when we get to november and we have 2.8 and don;'t repeat the +weather of this past winter and we have 2.5 bcf more supply and people +realize that we have 2.3 bcf to withdraw before there are any +problems...bombs away. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Why do you think nov mar is worth $3.75? +Also whats your schedule looking like next week----care to meet for a +beverage? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 06, 2001 5:03 PM +To: Fraser, Jennifer +Subject: Re: + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + + + + + + + +" +"arnold-j/_sent_mail/613.","Message-ID: <23931433.1075857654804.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 00:31:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think jv strip prices to where we price out enough demand to get to 2.8. +whther that price level is 425 or 725 is arguable. i think it's close to +here. but when we get to november and we have 2.8 and don;'t repeat the +weather of this past winter and we have 2.5 bcf more supply and people +realize that we have 2.3 bcf to withdraw before there are any +problems...bombs away. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Why do you think nov mar is worth $3.75? +Also whats your schedule looking like next week----care to meet for a +beverage? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 06, 2001 5:03 PM +To: Fraser, Jennifer +Subject: Re: + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + + + + +" +"arnold-j/_sent_mail/614.","Message-ID: <32179231.1075857654825.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 13:04:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://sokolin.com/1998's.htm + +1998 monbousquet" +"arnold-j/_sent_mail/615.","Message-ID: <6009358.1075857654847.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 08:40:00 -0800 (PST) +From: john.arnold@enron.com +To: chris.gaskill@enron.com +Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/06/2001 04:40 +PM --------------------------- + + +""Piasio, Stephen [FI]"" on 02/23/2001 08:09:13 AM +To: +cc: +Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call + + + + +> <<...OLE_Obj...>> +> +> 2001 Natural Gas Production and Price Outlook Conference Call +> +> +> <<...OLE_Obj...>> Salomon Smith Barney <<2001 Natural Gas Conference +> Call.doc>> +> Energy Research Group +> Analyst Access Conference Call +> +> 2001 Natural Gas Production and Price Outlook +> Hosted by: +> Bob Morris and Michael Schmitz +> Oil and Gas Exploration & Production Analysts +> +> Date & Time: +> FRIDAY (February 23rd) +> 11:00 a.m. EST +> +> Dial-in #: +> US: 800-229-0281 International: 706-645-9237 +> +> Replay #: (Reservation: x 819361) +> US: 800-642-1687 International: 706-645-9291 +> +> Accessing Presentation: +> * Go to https://intercallssl.contigo.com +> * Click on Conference Participant +> * Enter Event Number: x716835 +> * Enter the participant's Name, Company Name & E-mail address +> * Click Continue to view the first slide of the presentation +> +> Key Points: +> 1. Natural gas storage levels appear to be on track to exit March at +> roughly 700-800 Bcf, compared with just over 1,000 Bcf last year at the +> end of the traditional withdrawal season. +> 2. Meanwhile, domestic natural gas production should rise 3.0-5.0% this +> year, largely dependent upon the extent of the drop in rig efficiency, or +> production added per rig. +> 3. Nonetheless, under most scenarios, incorporating numerous other +> variables such as the pace of economic expansion, fuel switching and +> industrial plant closures, it appears that storage levels at the beginning +> of winter will be near or below last year's 2,800 Bcf level. +> 4. Thus, it appears likely that the ""heat"" will remain on natural gas +> prices throughout 2001. +> 5. Consequently, we believe that many E&P shares will post solid gains +> again this year, spurred largely by mounting confidence in the +> sustainability of strong natural gas prices. +> +> + + - 2001 Natural Gas Conference Call.doc +" +"arnold-j/_sent_mail/616.","Message-ID: <455652.1075857654869.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 07:08:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: eia power demand +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +any reaction to this? + + + + +slafontaine@globalp.com on 03/06/2001 01:16:41 PM +To: jarnold@enron.com +cc: +Subject: eia power demand + + + + + (Recasts, adds details) + WASHINGTON, March 6 (Reuters) - U.S. electricity demand +will grow by about 2.3 percent in 2001, down from 3.6 percent +growth last year due to the nation's slowing economy, the U.S. +Energy Information Administration said on Tuesday. + Natural gas demand will also grow at about 2.3 percent this +year, the EIA said in its monthly supply and demand report. +Natural gas is the third most popular fuel used by U.S. +electricity generating plants after nuclear and coal. + U.S. electricity demand in the first quarter of 2001 was +forecast at about 896 billion kilowatt hours (kwh), the EIA +said. That is slightly higher than the 895.8 billion kwh +forecast by the agency last month. + For the entire winter heating season of October through +March, electricity demand was forecast to rise by 4.6 percent +from the previous year, the EIA said. The increase was driven +by the residential and commercial sectors, which were forecst +to be higher by 8 and 4 percent, respectively. + More electricity plants were expected to switch from +natural gas back to fuel oil as oil prices drift lower, the +government report said. + ""This trend is expected to continue through the first +quarter 2001,"" the EIA said. ""Although the favorable price +differential for oil relative to gas is expected to continue +through the forecast period, by the second half of 2001, +expected increases in gas-fired capacity are expected to keep +gas demand for power generation growing."" + The monthly report also said that mild weather has eased +natural gas prices in California, but the state still faces gas +supply and deliverability bottlenecks affecting its electricity +plants. + California has been fighting all winter to maintain + + + + + +" +"arnold-j/_sent_mail/617.","Message-ID: <7736085.1075857654891.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 04:05:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Re: Greg's Bill +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i dont know sounds good to me + + + + +Greg Whalley +02/28/2001 05:32 PM +Sent by: Liz M Taylor +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Greg's Bill + +Johnny, + +What does Greg owe you for the champagne? Is it $896.00? + + +Liz +" +"arnold-j/_sent_mail/618.","Message-ID: <30519228.1075857654912.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 03:42:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i loved them in that i thought they were going to go up...i think they still +might + + 3 weeks ago now +short term very bullish neutral +medium term neutral neutral +longer term neutral bearish + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 11:34 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +what changed your mind re 02 and 03 --2 weeks ago you told me you loved +them....why are bearish out the back? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 06, 2001 5:03 PM +To: Fraser, Jennifer +Subject: Re: + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + + + + +" +"arnold-j/_sent_mail/619.","Message-ID: <23624773.1075857654934.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 03:02:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + +" +"arnold-j/_sent_mail/62.","Message-ID: <9161697.1075857595523.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 09:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: The date +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it just wasn't the same without you. how was el doritos? + + +From: Margaret Allen@ENRON on 10/26/2000 05:33 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: The date + +Oh, I got it -- you must have had a good date. So tell me about it since I +missed it. + +" +"arnold-j/_sent_mail/620.","Message-ID: <11971129.1075857654956.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:28:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: contangos vs winter putspds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +theres only one thing i can think of... storage field turning around gives +cash market completely different feel. instead of utilities looking to sell +gas everday, they look to buy it. huge difference in feel of mrket. not so +much actual gas but completely different economics of how marginal mmbtu gets +priced. tightening cash market causes cash players to buy futures... hence +the tendency for a spring rally every year. read heffner today...even he +talks about it + + + + +slafontaine@globalp.com on 03/06/2001 10:22:18 AM +To: John.Arnold@enron.com +cc: +Subject: Re: contangos vs winter putspds + + + +so let me ask you-if they dont buy flat px wfrom here with mega cold east +weather, cash contangos,px only 25 cts from lows, after huge apr/oct +buying-what +would take us to much higher levels?? ie whats the risk of being short today? +clueless and confused + + + + + +John.Arnold@enron.com on 03/06/2001 10:51:13 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: contangos vs winter putspds + + + + + +no real bias today positive numbers sell negative numbers buy... +looking into other stuff + + + + +slafontaine@globalp.com on 03/06/2001 09:15:40 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: contangos vs winter putspds + + + +agreewith all, im mega bear summer 2nd q but for the time being weather and +as u +said uncertainy likely to lend itself so little downside until either +weather +gets warm or injections get big. i dont see the flow as you know but i talk +to a +cupla utitlities and the bias same as you menioned. ive neutralized bear +book a +bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up +sell +next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie +records + aug/oct-yes-low risk-wasnt substantially more inverted when we were 4 +bucks +higher-low risk but not a great reward. oct/nov-yea-wont make much for +another +few months on that so it range trades but ill cont to bersd it cuz if end +summer +that strong im always always more bullish the front of winter. + other thing i wonder is how wide these summer contangos cud get-as +everyone so +bullish futs for the next few weeks at least. + weather here sucks to day-tree almost fell on me driving into work-close +one,sahud be about 2 ft of white stuff when its said and done. dunno how +long i +can stay but doesnt look all that great for me getting out to steamboat +manana!! + +heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5 +to +5.0 today, do you guys think that we can see a substantial demand recovery +if +prices dont retreat? my ffeeling is no for at least another 90 days or +more.thots? + any thots on flat px today-im slitely long vs bearsds? + + + + + + + + + + + +" +"arnold-j/_sent_mail/621.","Message-ID: <6398802.1075857654979.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 01:51:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: contangos vs winter putspds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no real bias today positive numbers sell negative numbers buy... +looking into other stuff + + + + +slafontaine@globalp.com on 03/06/2001 09:15:40 AM +To: John.Arnold@enron.com +cc: +Subject: Re: contangos vs winter putspds + + + +agreewith all, im mega bear summer 2nd q but for the time being weather and +as u +said uncertainy likely to lend itself so little downside until either weather +gets warm or injections get big. i dont see the flow as you know but i talk +to a +cupla utitlities and the bias same as you menioned. ive neutralized bear book +a +bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up +sell +next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie +records + aug/oct-yes-low risk-wasnt substantially more inverted when we were 4 bucks +higher-low risk but not a great reward. oct/nov-yea-wont make much for another +few months on that so it range trades but ill cont to bersd it cuz if end +summer +that strong im always always more bullish the front of winter. + other thing i wonder is how wide these summer contangos cud get-as everyone +so +bullish futs for the next few weeks at least. + weather here sucks to day-tree almost fell on me driving into work-close +one,sahud be about 2 ft of white stuff when its said and done. dunno how long +i +can stay but doesnt look all that great for me getting out to steamboat +manana!! + +heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5 to +5.0 today, do you guys think that we can see a substantial demand recovery if +prices dont retreat? my ffeeling is no for at least another 90 days or +more.thots? + any thots on flat px today-im slitely long vs bearsds? + + + +" +"arnold-j/_sent_mail/622.","Message-ID: <2726985.1075857655016.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:43:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Enron Mentions - 03-04-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/06/2001 07:48 +AM --------------------------- +From: Ann M Schmidt@ENRON on 03/05/2001 08:23 AM +To: Ann M Schmidt/Corp/Enron@ENRON +cc: (bcc: John Arnold/HOU/ECT) +Subject: Enron Mentions - 03-04-01 + +Utility Deregulation: Square Peg, Round Hole? +The New York Times, 03/04/01 + +3 Executives Considered to Head Military +Los Angeles Times, 03/04/01 + +Bush leaning toward execs for military +The Seattle Times, 03/04/01 + +Enron's Chief Denies Role as Energy Villain / Critics regard Kenneth Lay as +deregulation opportunist +The San Francisco Chronicle, 03/04/01 + +Enron boss says he's not to blame for profits in energy crisis +Associated Press Newswires, 03/04/01 + +The Stadium Curse? / Some stocks swoon after arena deals +The San Francisco Chronicle, 03/04/01 + + + +Money and Business/Financial Desk; Section 3 +ECONOMIC VIEW +Utility Deregulation: Square Peg, Round Hole? +By JOSEPH KAHN + +03/04/2001 +The New York Times +Page 4, Column 6 +c. 2001 New York Times Company + +WASHINGTON -- IN the forensic pursuit of what caused California's power +failure, the Bush administration, the energy industry and many analysts have +granted immunity to deregulation. +Robert Shapiro, a managing director of Enron, the giant electricity marketer, +says the California mess should in no way affect deregulation in other +states, ''because California didn't really deregulate.'' Spencer Abraham, the +new energy secretary, said Californians simply goofed, setting up a +''dysfunctional'' system. It is the way California deregulated, not +deregulation itself, that should take the blame, they say. +Yet some economists argue that California's troubles should inform the debate +about whether -- not just how -- to deregulate. Among them is Alfred E. Kahn, +the Cornell University economist who helped oversee the creation of free +markets in the rail, trucking and airline industries. +''I am worried about the uniqueness of electricity markets,'' Mr. Kahn said. +He is still studying whether the design flaws in California's market explain +the whole problem. But he is sounding a note of skepticism. +''I've always been uncertain about eliminating vertical integration,'' he +said, referring to the old ways of allowing a single, heavily regulated power +company to produce, transmit and distribute electricity. ''It may be one +industry in which it works reasonably well.'' +Mr. Kahn's comments might sound a little heretical. When this former Carter +administration official was pushing deregulation, it was still a novel and +politically risky concept. Today, getting government out of most businesses +is part of the Washington economic canon. +Moreover, few people believe that California, the first state to overhaul its +electricity sector from top to bottom, has proved a good laboratory. To +satisfy interest groups, the markets were designed in an awkward way, which +soured some deregulation experts on California before the first electron went +on the auction block. +Among the quirks: The state required utilities to buy nearly all their power +on daily spot markets, rather than arranging long-term contracts that might +have allowed them to hedge risk. Consumer prices were also fixed, making it +impossible for utilities to pass on higher wholesale costs. +Paul L. Joskow, an expert on electricity markets at the Massachusetts +Institute of Technology and a former student of Mr. Kahn's, remains hopeful +that the kinks can be ironed out. +In New England and the the Middle Atlantic states, as well in as Britain, +Chile and Argentina, all places that have restructured electricity markets, +regulators have had to adjust market rules to correct flaws. They have found +ways to check the tendency of power sellers to exploit infant markets and +charge high prices, Mr. Joskow said. +Regulators have also had to establish new markets that, through price +signals, encourage power companies to build enough generating capacity so +that they have reserves for peak hours. During peak hours, shortages and +price spikes can substantially raise average prices. +''If they can do it in Britain, Chile and Argentina, then I think we can do +it here,'' Mr. Joskow said. +Still, he warns that proper regulation requires tough political choices. +Allowing high prices to pass through to consumers is one. Making sure +Nimbyism does not prevent the construction of power plants is another. +''The political system must rise to the task,'' Mr. Joskow said, or the ''old +way might be the best we can do.'' +Mr. Kahn knows a bit about the old way. In the mid-1970's, he headed the New +York Public Service Commission, which oversaw electricity and other regulated +industries. The drawbacks were legendary. Local utilities had an endemic +tendency to overestimate demand to justify new power plants, for which +consumers paid through steady rate increases. Nearly everyone assumed that +competition would slash prices. +But though free markets do a better job managing rail, phone and airline +prices, they have yet to match regulators' ability to juggle the complexities +of electricity, Mr. Kahn said. +Regulators tended to apply heavy political pressure on utilities to keep +prices as low as possible and profit margins steady but thin. The vertical +integration of electricity monopolies may have also had advantages, Mr. Kahn +said. Engineers coordinated power plants and transmission lines in ideal +ways. Planners who saw the need for new plants helped find a place for them +to be built. ''The players all depended on one another,'' he said. +California has probably not derailed deregulation efforts. But it has made +people wonder anew whether market forces work for kilowatts as they do for +widgets. + +Photo: Alfred E. Kahn + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +National Desk +3 Executives Considered to Head Military +From Associated Press + +03/04/2001 +Los Angeles Times +Home Edition +A-25 +Copyright 2001 / The Times Mirror Company + +WASHINGTON -- Three corporate executives are under consideration to lead the +Air Force, Army and Navy, administration officials said Saturday. +The three have been interviewed by Defense Secretary Donald H. Rumsfeld, and +the White House was expected to announce this week that it will send their +names to the Senate for confirmation, the Washington Times reported, quoting +unidentified sources. +Gordon R. England, 63, who retired recently from General Dynamics Corp., +would be nominated as Navy secretary; James G. Roche, 61, a vice president at +Northrop Grumman Corp., is the pick to head the Air Force; and the choice to +head the Army is Thomas E. White, 57, a retired Army general and an executive +with Enron Corp. White also once worked as an assistant to Colin L. Powell, +Bush's secretary of State. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +News +Bush leaning toward execs for military +The Associated Press + +03/04/2001 +The Seattle Times +Sunday +A9 +(Copyright 2001) + +WASHINGTON--Three corporate executives are under consideration to lead the +Air Force, Army and Navy, administration officials said yesterday. +The three men have been interviewed by Defense Secretary Donald Rumsfeld, and +the White House was expected to announce next week that it will send their +names to the Senate for confirmation, The Washington Times reported +yesterday, quoting unidentified sources. +But two Bush administration sources, speaking on condition of anonymity, told +The Associated Press that President Bush has not made a decision and that the +nominations were not a certainty. +The Times said Gordon England, 63, who retired last week as a vice president +at General Dynamics, would be nominated as Navy secretary. England was +responsible for the company's information systems and international programs. +The newspaper also said James Roche, 61, a vice president at Northrop +Grumman, was the pick to head the Air Force. Roche, a retired Navy captain, +worked in the State Department during the Reagan administration and later was +Democratic staff director for the Senate Armed Services Committee. +The nominee for Army secretary was said to be Thomas White, 57, a retired +Army general and an executive with Enron, a Houston-based energy company. +White was executive assistant to Secretary of State Colin Powell when Powell +was chairman of the Joint Chiefs of Staff. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +NEWS +Enron's Chief Denies Role as Energy Villain / Critics regard Kenneth Lay as +deregulation opportunist +David Lazarus +Chronicle Staff Writer + +03/04/2001 +The San Francisco Chronicle +FINAL +A1 +(Copyright 2001) + +Kenneth Lay is one of the energy ""pirates"" accused by California's governor +of fleecing consumers. As chairman of Enron Corp., the world's largest energy +trader, Lay is arguably the biggest, baddest buccaneer of them all. +But that's not how he wants to be seen. And he certainly doesn't like taking +knocks from Gov. Gray Davis for having contributed to California's energy +mess. +""It's very unfair,"" Lay said, his brown eyes taking on a puppy- dog quality. +""He's trying to vilify us. But we didn't make the rules in California. We had +nothing to do with creating the problem."" +He gazed out from his plush, 50th-floor office. Houston's downtown +skyscrapers jutted like sharp teeth against the overcast sky. +""Everyone played by the rules,"" Lay said. ""Now our reputations are being +maligned."" +In a sense, he's right. The ultimate blame does rest with California +policymakers for deregulating the state's electricity market in such a +ham-fisted way that power giants like Enron cleaned up by exploiting +loopholes in the system. +But Enron was no innocent bystander during the restructuring process. +""Enron and Ken Lay were one of the major players behind the push for +deregulation in California,"" said Janee Briesemeister, senior policy analyst +in the Austin office of Consumers Union. ""A lot of what's happening in +California was their idea."" +Those familiar with the state's deregulation efforts said Enron was +especially eager to ensure that a newly created Power Exchange, where +wholesale power would be bought and sold, was separate from the Independent +System Operator, which would oversee the electricity grid. +""This fragmented the wholesale market, making it harder to monitor,"" said +John Rozsa, an aide to state Sen. Steve Peace, D-El Cajon, widely regarded as +the godfather of California's bungled deregulation measures. +""Enron isn't in the business of making markets work,"" Rozsa said. ""They're in +the business of making a buck."" +In an ironic twist, however, Enron now could play a pivotal role in helping +the state remedy past errors and find its energy footing. The company has +that much clout. +SEEKING LAY'S BLESSING +Thus, as the governor pushes ahead with a scheme to purchase the transmission +lines of California's cash-strapped utilities, he didn't hesitate to call +recently seeking Lay's personal blessing for the plan. +This must have been a sweet moment for the man who just weeks earlier had +been castigated by Davis in the governor's State of the State speech. +""I told him we couldn't support it,"" Lay said, a hint of a smile playing +across his lips. ""It will lead to an even less efficient transmission grid +and, longer term, it could make things worse."" +Why would Davis swallow his pride and court favor with Enron's big cheese? +Simple: Davis will need the Bush administration's backing to make the +power-line sale fly, and, many believe, there's no faster way to reach the +new president than via the Houston office of his leading corporate patron. +Lay, 58, and his company have donated more than $500,000 to Bush's various +political campaigns in recent years, and he placed Enron's private jet at +Bush's disposal during the presidential race. +So great is Lay's influence with the president that some insist he is now +serving effectively as shadow energy secretary, shaping U.S. energy policy as +he sees fit. +""There's a long history of Enron pulling the levers of its political +relationships to get what it wants,"" said Craig McDonald, director of Texans +for Public Justice, a watchdog group. ""What Ken Lay thinks energy policy +should be isn't very different from what George Bush and Dick Cheney think it +should be."" +ANOTHER VIEWPOINT +Lay, of course, sees things differently. At the mere mention of his close +rapport with the president, his eyes glazed over and he mechanically recited +the words he has repeated numerous times in recent months. +""I have known the president and his family for many years,"" Lay said. ""I've +been a strong supporter of his. I believe in him and I believe in his +policies."" +He insisted that reports of his having sway over Bush on energy matters are +""grossly exaggerated."" +Still, it is striking that Bush's quick decision after taking office to limit +federal assistance in solving California's energy woes virtually mirrored +Lay's own thoughts on the situation. So, too, with the administration's +hands-off approach to resolving the crisis. +Whatever else, California's power woes have been very kind to Enron's bottom +line. The company's revenues more than doubled to $101 billion last year. +They haven't hurt Lay, either. According to company records, his pay package +more than tripled last year to $18.3 million. +Lay and other Enron officials steadfastly refuse to break out the company's +California earnings from other worldwide business activities. But Lay +conceded that Enron's profit from California energy deals last year was ""not +inconsequential."" +""We benefit from the volatility,"" he said. +CAPTIVE MARKETPLACE +That's putting it mildly. It could be said that California's energy mess was +tailor-made for Enron, which is almost uniquely positioned to prosper from a +captive marketplace in which electricity and natural gas prices are +simultaneously soaring skyward. +To understand why that is, one must look closely at Enron's complex business +model. The company is much more than just a middleman in brokering energy +deals. +Lay, with a doctorate in economics and a background as a federal energy +regulator, set about completely reinventing Enron in 1985 after taking over +what was then an unexceptional natural-gas pipeline operator. +As he saw it, the real action was not in distribution or generation of +energy, but in transacting lightning-fast deals wherever electricity or gas +is needed -- treating energy like a tradable commodity for the first time. +Enron is now the leader in this fast-growing field, and uses that advantage +to consolidate its position as the market-maker of choice for energy buyers +and sellers throughout the country. +It also exploits its size and trading sophistication to structure unusually +creative deals. For example, if electricity prices are down but natural gas +prices up, Enron might cut a deal to meet a utility's power needs in return +for taking possession of the gas required to run the utility's plants. +Enron could then turn around and sell that gas elsewhere, using part of the +proceeds to purchase low-priced electricity from another provider, which it +ships back to the original utility. +""We do best in competitive markets,"" Lay said. ""These are sustainable +markets."" +TRADING FRENZY +Enron's trading floors buzz all day long with frantic activity as mostly +young, mostly male employees scan banks of flat-panel displays in search of +the best deals. Rock music blares from speakers, giving the scene an almost +frat-party atmosphere. +The company's trading volume skyrocketed last year with the advent of an +Internet-based bidding system, which logged 548,000 trades valued at $336 +billion, making Enron by far the world's single biggest e-commerce entity. +Kevin Presto, who oversees Enron's East Coast power trades, called up the +California electricity market on his computer. With a few quick mouse clicks, +he showed that Enron at that moment was buying power in the Golden State at +$250 per megawatt hour and selling it at $275. +""Some days we're at $250, some days $300 and some days $500,"" Presto said +over the steady thump-thump of the trading floor's rock 'n' roll soundtrack. +""There's truly a problem out there."" +This is a recurring theme among Enron officials: California's electricity +market is broken and Enron would prefer it if things just settled down. As +Lay himself put it, ""The worst thing for us is a dysfunctional marketplace."" +In reality, California's dysfunctional marketplace means Enron isn't just +making piles of money, it's seeing profits both coming and going. +LOTS OF BUSINESS IN CALIFORNIA +The company's energy services division, which handles the complete energy +needs of large institutions, counts among its clients the University of +California and California State school systems, Oakland's Clorox Co., and +even the San Francisco Giants and Pac Bell Park. +Enron purchases electricity on behalf of these clients from Pacific Gas and +Electric Co., which by law must keep its rates frozen below current market +values. At the same time, Enron sells power to PG&E at sky-high wholesale +levels. +In other words, Enron is buying back its own electricity from PG&E for just a +fraction of the price it charges the utility. +""These guys are the pariahs of the power system,"" said Nettie Hoge, executive +director of The Utility Reform Network in San Francisco. ""Why do we need +middlemen? They don't do anything except mark up the cost."" +To be fair, energy marketers such as Enron can help stabilize an efficient +marketplace by promoting increased competition between buyers and sellers. +This has proven the case in Pennsylvania, where Enron actively trades among +about 200 market participants. +But in an inefficient market such as California, a company like Enron can +easily exacerbate things by exploiting loopholes in the state's ill-conceived +regulatory framework. +Sylvester Turner, a Houston lawmaker who serves as vice chairman of the state +committee that oversees Texas utilities, said he can't blame Enron and other +power companies for pursuing profits in California. +""California set up some bad rules, and these companies played by the rules +California set up,"" he said. ""At the end of the day, they will behave to +enhance their bottom lines."" +But as Texas proceeds toward deregulation of its own electricity market next +year, Turner said he has learned from California's experience -- and is +taking steps to prevent Texas' power giants from shaking down local +consumers. +LESSONS FROM GOLDEN STATE +He has written a bill intended to give the Texas Public Utility Commission +more authority in cracking down on market abuses. The power companies are +fighting the legislation as hard as they can. +Not least among Turner's worries is that Texas will see what California +officials believe happened in their state: A deliberate withholding of power +by leading providers until surging demand had pushed prices higher. +""I have that concern,"" he said. ""I don't necessarily take these companies at +their word."" +For his part, Lay insists that Enron has never deliberately manipulated +electricity prices. +""I don't know of any of that,"" he said. ""It's so easy to conjure up +conspiracy theories."" +As a sign of Enron's commitment to solving California's energy troubles, Lay +said he supported Davis when the state began negotiating long-term power +contracts on behalf of utilities. +So how many contracts has Enron signed? +Suddenly, the hurt, puppyish expression vanished from Lay's face, and a +harder, more steely look glinted from his eyes. +""None,"" he said. ""We won't be signing until we're certain about recovering +our costs."" +Consider this a shot across California's bow. + +PHOTO; Caption: Chairman Kenneth Lay said Enron had ""nothing to do with +creating the (energy) problem."" + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + + +Enron boss says he's not to blame for profits in energy crisis + +03/04/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +SAN FRANCISCO (AP) - Yes, his business has profited handsomely from +California's energy crisis, but Enron Corp. Chairman Kenneth Lay says he +shouldn't be a scapegoat in California's energy crisis. +That hasn't swayed Gov. Gray Davis, who has skewered energy companies such as +Houston-based Enron for selling expensive power to California. +""Never again can we allow out-of-state profiteers to hold Californians +hostage,"" Davis warned in his State of the State address. +More recently, however, Davis called Lay to discuss negotiations as the state +looks to buy power transmission lines from troubled utilities. +""I told him we couldn't support it,"" Lay told the San Francisco Chronicle in +an interview at his Houston office. ""It will lead to an even less efficient +transmission grid and, longer term, it could make things worse."" +Lay is not just any private-sector energy czar - Enron Corp. is the world's +largest energy trader and Lay is a close friend of President George Bush. Lay +and his corporation have donated more than $500,000 to Bush's various +political campaigns in recent years and he offered Bush use of Enron's +private jet during the presidential race. +But Lay said it's economics, not politics, that matter in California's energy +crisis. And he thinks it unfair that Davis has blamed out-of-state energy +brokers for the protracted problems. +""We didn't make the rules in California,"" Lay said. ""We had nothing to do +with creating the problem."" +The problem, many analysts agree, began with the state's deregulation of the +power industry in 1996. Enron encouraged deregulation, and the state's +ensuing power crisis has been lucrative for the corporation. +Enron's stock jumped 86 percent in 2000 and its revenues more than doubled to +$101 billion. Lay, 58, was compensated accordingly - he received nearly $16 +million in stock and cash beyond his $1.3 million salary last year, compared +with less than $4 million in bonuses in 1999. +Lay refused to say how much Enron has made off California's crisis, though he +conceded the profit was ""not inconsequential."" +""We benefit from the volatility,"" said Lay, who took over Enron in 1985 and +has helped turn the corporation into a major player in the trading of +electricity as a commodity. +But Lay rejected suggestions that Enron has manipulated prices upward by +insisting California pay dearly for last-minute power that has helped keep +the lights on in recent months. +""I don't know of any of that,"" he said. ""It's so easy to conjure up +conspiracy theories."" + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +BUSINESS +NET WORTH +The Stadium Curse? / Some stocks swoon after arena deals +Kathleen Pender + +03/04/2001 +The San Francisco Chronicle +FINAL +B1 +(Copyright 2001) + +Is buying the name of a big-league stadium the kiss of death for a company, +or does it only seem that way? +From Network Associates Coliseum in Oakland to the unfinished CMGI Field +outside Boston, the nation is dotted with sports venues named after companies +whose stocks have been sacked. +The Super Bowl champion Baltimore Ravens play in a stadium named after +PSINet, whose stock has fallen 92 percent to $1.25 a share since it bought +naming rights. +The problem names are not all tech. +The owners of the TWA Dome in St. Louis and Pro Player Stadium in Miami are +looking for new corporate sponsors because their current ones are bankrupt. +TWA is an airline. Pro Player was part of underwear-maker Fruit of the Loom. +The home of the Anaheim Angels could be in the market for a new name if +Edison International, parent of electric utility Southern California Edison, +runs out of juice. +Of course, these companies were not in trouble when they promised to pay tens +or hundreds of millions of dollars to have their names plastered on a +ballpark or arena. +In fact, many were at their peak. +Which begs the question: Should investors get worried when a company in which +they own stock puts its name up among the floodlights? +Brian Pears, head of equity trading with Wells Capital Management, wonders if +companies are susceptible to some weird strain of the ""Sports Illustrated +curse."" It seems as if any athlete who is pictured on the cover of SI +magazine invariably loses his next game or pulls a groin muscle. +Business celebrities suffer from a similar phenomenon: Amazon.com Chief +Executive Officer Jeff Bezos was named Time magazine's 1999 person of the +year just before his company's stock price tanked. +Don Hinchey, who advises buyers and sellers in naming-rights deals, doesn't +think the curse holds true in stadium and arena deals. +""You can make a case that a company is doing well when it acquires a naming +rights sponsorship, but you can't necessarily say it corresponds with a peak +in its business,"" says Hinchey, director of creative services for the Bonham +Group in Denver. +TRACKING NAMING FIRMS +To find out if Hinchey is right, I tracked the stock market performance of +publicly held companies since they bought naming rights to 47 big-league +sports venues in North America. +I excluded facilities named after subsidiaries of larger companies, including +Miller Park in Milwaukee (Miller Brewing is part of Philip Morris) and Pac +Bell Park in San Francisco (Pacific Bell is owned by SBC Communications, +which is putting its own name on an arena in San Antonio). +I used the announcement date as a starting point because stadium naming deals +are, after all, marketing endeavors. The announcement of a deal generates +tons of publicity, which is considered positive, even if the publicity is +negative and even if the stadium won't open for several years. +Then I compared each company's stock market performance with the Standard & +Poor's 500 index during the same period. +The bottom line: 29 of the 47 companies that bought stadium or arena names +are trading at a higher stock price today than when the deals were announced, +according to data from FactSet Research Systems. (Two companies each bought +two names and were counted twice.) +But -- and this is a big but -- only 13 of them beat the S&P 500 during the +period since their respective deals were announced. +So buying a stadium name might not be a curse, but it's no guarantee the +company will beat the market. +WINNERS, LOSERS +The companies that have done best since buying a name come from a wide +variety of industries. +The biggest winner is Qualcomm, a wireless telecommunications company. +Although its stock is down 65 percent from its peak, it's still up 746 +percent since it agreed to slap its name on a San Diego stadium. +The next-biggest winners include Target (discount stores), Ericsson (telecom +equipment), Coors (beer), Fleet Financial (banking), Pepsi (soft drinks) and +Enron (energy). +The biggest losers are TWA, PSINet (Internet service provider), CMGI +(Internet incubator), Savvis Communications (telecom services) and Network +Associates (network security software). +Network Associates' stock peaked about three months after it bought naming +rights to the Oakland Coliseum in September 1998. Since then, it has suffered +a string of setbacks. After the Securities and Exchange Commission questioned +its accounting practices, it restated its financial results for 1997 and +1998. Its CEO resigned in December. +Network Associates is paying slightly more than $1 million per year for the +coliseum name. It can get out of its 10-year deal after five years. +The company ""has been paying us,"" says Deena McClain, general counsel with +the Oakland-Alameda County Coliseum Authority. ""We haven't had any +discussions with them"" about changing the contract. +Most naming-rights contracts have ""out clauses that allow the parties to +extricate themselves if they want, can or need to in the event of financial +difficulties or if a team moves,"" says Hinchey. +Although nobody likes to be associated with a loser, stadium owners may +benefit if a troubled company cuts out of a deal early. +That's because stadium name prices have skyrocketed since the mid- 1990s, +when $1 million a year -- give or take -- was average. +In 1999, FedEx agreed to pay $205 million over 27 years to be named home of +the Washington Redskins. +In 2000, CMGI agreed to pay $114 million over 15 years to have its name on +the new home of the New England Patriots. It's questionable what kind of +shape CMGI will be in when the stadium opens next year. +The ""10-gallon hat of naming rights deals,"" says Hinchey, is in Houston, +where Reliant Energy will pay $300 million over 32 years to name the +Astrodome and a new football stadium after itself. +Some customers of Reliant's utility subsidiary were outraged when the deal +was announced because the company was also raising electricity rates. +Some shareholders also get perturbed when their company spends money on a +stadium instead of a new plant or stock dividends. +But Jim Grinstead, editor of Revenues from Sports Venues, says, ""you have to +look at the (stadium) purchase in light of total marketing budget. It sounds +like big money, but frequently it's over 20 to 30 years. If you take out +things the company might buy anyway, like tickets and luxury suites, it's +small potatoes."" +WHAT A DEAL IS WORTH +The main benefit of a stadium deal is the exposure a company gets when a game +is broadcast on TV or radio or mentioned in print. +""This is the biggest bang for your buck in terms of branding,"" says Jennifer +Keavney, a Network Associates vice president who negotiated the stadium deal. +She says the cost of her deal, about $1 million a year, ""won't even buy you a +Super Bowl ad. It will buy five commercials on a nationally televised +football game, maybe."" +The Coliseum, perched beside Interstate 880, also acts like a giant billboard +for the company, which frequently gets mentioned in traffic reports. +Hinchey says most naming deals also include tickets and luxury boxes; on-site +exposure through signage and kiosks; premium nights when the sponsor might +offer samples at the park; and inclusion in programs, tickets and flyers. +Most companies that strike stadium deals want to become a household name +because they sell consumer products or services. +But not always. +3Com sold nothing but corporate networking gear when it bought the name to +Candlestick Park in San Francisco in 1995. +""It was a good move for them,"" says Jim Grinstead, editor of Revenues from +Sports Venues. ""They got the employees they were looking for, the visibility +they were looking for. At the time, they were a player in a crowded field, +and they wanted to look like a fun place to work."" +Last April, 3Com extended its original 4-year contract for two more years. +The biggest risk companies run is that the team that plays in their facility +will be a loser. +""Companies invest in an entity that can enhance their brand, their sales and +hospitality efforts. Certainly that loses its luster if the team is not +performing well,"" Hinchey says. ""But corporations realize the team's success +on the field fluctuates. It could be a champion one year, next year in the +dumps."" +The same can be said about the corporate sponsors, which is something stadium +owners -- be they taxpayers or business tycoons -- must realize when they +sell a name. + + +PHOTO; Caption: Rich Gannon of the Oakland Raiders scored in Oakland's +Network Associates Coliseum last year. / Frederic Larson/The Chronicle 2000 + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + + +" +"arnold-j/_sent_mail/623.","Message-ID: <30651679.1075857655040.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:15:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: ecommerce +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hard to believe , huh + + + + +slafontaine@globalp.com on 03/05/2001 11:31:02 AM +To: John.Arnold@enron.com +cc: +Subject: Re: ecommerce + + + +just saw your picture ion that magazine-one would never imagione that smart +guy +was doing the "" rerun"" dance at the edf man pary just over a year ago!!! + + + +" +"arnold-j/_sent_mail/624.","Message-ID: <1588877.1075857655061.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:08:00 -0800 (PST) +From: john.arnold@enron.com +To: sales@popswine.com +Subject: RE: Pops Order Number 20267 John Arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sales@popswine.com (Pops wine Sales) @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I ordered 3 different things...I thought your ""wine inventory listings are +updated DAILY"" ??? + + + + +sales@popswine.com (Pops wine Sales) on 03/05/2001 02:28:38 PM +To: +cc: +Subject: RE: Pops Order Number 20267 John Arnold + + +Thank You for your on-line order! + +The item(s) you ordered are currently out-of-stock. You will be +automatically notified when they become available. + +Thanks!! + +Pop's Wines & Spirits +256 Long Beach Road +Island Park, New York 11558 + +516.431.0025 +516.432.2648, fax + +sales@popswine.com +www.popswine.com + + + + +" +"arnold-j/_sent_mail/625.","Message-ID: <28495704.1075857655083.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:06:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: RE: Pops Order Number 20267 John Arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Not impressive +---------------------- Forwarded by John Arnold/HOU/ECT on 03/06/2001 07:06 +AM --------------------------- + + +sales@popswine.com (Pops wine Sales) on 03/05/2001 02:28:38 PM +To: +cc: +Subject: RE: Pops Order Number 20267 John Arnold + + +Thank You for your on-line order! + +The item(s) you ordered are currently out-of-stock. You will be +automatically notified when they become available. + +Thanks!! + +Pop's Wines & Spirits +256 Long Beach Road +Island Park, New York 11558 + +516.431.0025 +516.432.2648, fax + +sales@popswine.com +www.popswine.com + + + +" +"arnold-j/_sent_mail/626.","Message-ID: <4897818.1075857655104.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:30:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes...please change griffith to trading. +thanks, +john" +"arnold-j/_sent_mail/627.","Message-ID: <8614134.1075857655125.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:04:00 -0800 (PST) +From: john.arnold@enron.com +To: gary.hickerson@enron.com +Subject: Re: CANCELLED - Trader's Roundtable +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Hickerson +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +probably because jeff's out,, but let's go ahead and have it + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: CANCELLED - Trader's Roundtable + +Yes, I'm around all week and, I don't know why the Tuesday meeting was +cancelled. + +Gary + +" +"arnold-j/_sent_mail/628.","Message-ID: <23937910.1075857655148.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 02:56:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +dinner or drinks tonight?" +"arnold-j/_sent_mail/629.","Message-ID: <6821755.1075857655169.JavaMail.evans@thyme> +Date: Sun, 4 Mar 2001 08:31:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: contangos vs winter putspds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +So my point shown a little bit right now.. Weather a little cooler for this +week. Overall normal for 6-10. JV up 12 cents. Think just as customers got +totally fucked last year selling into the rally, they are going to buy all +the way down. Differnence is last year trade very happy to take in all the +length. This year trade not ready to get really short. Not until healthy +inj in April anyways. I think money from here will be made being short, +just question of what and when. Think there'll be enough hedging demand to +keep curve very strong unless phys market just totally rejects price level. +With amount of inj capacity available, hard to believe phys market is going +to dictate prices for next couple months. I think it will be spec and +hedgers dictating. Spec staying on sidelines right now and hedgers buying. +Leads to more upside potential in short term. +My point in V/X was that jv would be strong and cal2 hedging was from sell +side leading to pressure on those spreads. The california term power sales +have totally changed that. Before, the only thing customers were selling was +cal 2. Now, customer interest much more from buyside in cal 2,3 solely from +california. Now turning neutral v/x and x/z. You have very valid points. +i like q/v more though. I think you could have 10 cents of upside in that +with little downside. Thoughts?" +"arnold-j/_sent_mail/63.","Message-ID: <32910686.1075857595545.JavaMail.evans@thyme> +Date: Thu, 26 Oct 2000 10:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: good morning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +very interesting.... i've been looking for new activities. maybe i was born +to be a knight + + + + +""Jennifer White"" on 10/26/2000 12:45:17 PM +To: John.Arnold@enron.com +cc: +Subject: Re: good morning + + +http://www.kofc.org/ (I can find anything!) + +It looks like they are an organization of Catholic men (with 'Vote for +life' on their web site - scarry!). I'm voting at a middle school. +Let's hope I don't get shot. + +---- John.Arnold@enron.com wrote: +> +> my polling location is the knights of columbus hall. +> +> what exactly is a knight of columbus? +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/630.","Message-ID: <31307130.1075857655193.JavaMail.evans@thyme> +Date: Sat, 3 Mar 2001 12:10:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: friday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +so according to your analysis, had we been at $2.5 gas and we were not +bordering on a recession, we would have had the highest AGA number of +recorded history for this week, last week, or next week by 15 bcf? seems a +little far fetched to me. Our analysis is saying: gas at 2.50 we would have +had 4.5 bcf a day more demand. that includes commercial residential +industrial switching processing... +as far as 2 bcf/d power gen demand- that counts the fact that last year was +extremely mild versus expectation of normal summer this year, west will be +running every gas unit virtually all hours as power demand is growing maybe +5% still and hydro way down. every molecule that can will flow west from +waha this summer versus little last year. east power prices really havent +reached point of priceing out demand and heat rates healthy enough to where +gas can go up without raising power prices to cut demand. some concern of +more efficient replacing less but hard to quantify. we're trying to build +the stack now to estimate. +frac margins now positive for all but most inefficient processors. will +continue coming back. a little concerned about 2 oil prices. bordering +right there now for places like florida and actually saw fl demand rise +100,000 last week as gas got to parity. +let me look into inj capability. definitely bigger when field is empty from +engineering standpoint so any problems really wont arise until fall when gen +demand low and inj capacity lower...my initial thoughts. +bo seems as neutral as everyone else in the market right now. really +inactive. +to clarify, not raging bull. i like everybody want to see what the inj +numbers in april look like. nobody putting a position on until that starts +to clarify. just think that hedging demand is making market a little short +right now making next move up more likely. would be scale up seller though +not really sure why cash trades at 10-15 back. doesnt make any sense. +however as more fields start turning around throughout month, the stg arb to +great in my opinion to keep spread there. must close one way or the other. +notice that spread tightened to 6-8 towards end of trading friday? +in general think that gas is reaching the elasticity stage right here. 50 +cents lower and no switching, no processing, and gain back some demand. +market needs to see some big stg numbers first. +i think the best play right now is to start buying longer term put spreads. +Jan 4/3.5 look great to me. if we get back to 2.8 and don't match last +year's early weather, bombs away. + + + + +slafontaine@globalp.com on 03/03/2001 07:03:14 AM +To: jarnold@enron.com +cc: +Subject: friday + + + +this doesnt allow for new generation demand-which is unclear cuz it requires +power px, also doesnt accrue for more eficient gen replacing inneficient, +weather of course. but 2bcf/d sounds hi-esp shudnt happen until loads peak in +july-shud be marginal in apr-jun + if you notice im not alot diff than your guys-4.6 demand destruction is +implied but im including a factor for R/C energy conservation-ie poor guys +like +me turning lites off and thermostat down-its making a difference- that will be +less factor in shoulder demand months-reason why i think y on y s&d swing will +be closer to 5 bcf apr-jun, if px doesnt fall and electricity spikes i think +we'll see conservation return cuz i wont turn on my air cnditioner + now rember the 7.4 is vs gas at sub 6.00 ie february which is approx +where +we are today + all that being said yes some demand has come back-but it is as i consider +extraordinary demand destruction-those things which never really have occured +before-like the level for fuel switching in jan and fractionation margins(ie +liquids) which were all non existent a year ago save for residual fuel. some +ammonia/fert prod has come back as well. but when you get down to 2 -3 bcf/d +industrial in the more i think of it-may not be destruction anymore as mucha +unction of an economic slowdown. + anyway -i think i only know two guys that are bearish-me and one of your +big +fund customers(ospraie). we'll see. is collins bullish as well-he seems +quieter +in the mkt lately. + heres another one-what you guys think the industry capacity for injection is +on a weekly basis? we sud test it...in other words if the max is say 105 then +means the basis will uttery colpase on daily cuz mkt will keep futs too hi and +be unable to inject all the gas available? thots + also, you any idea why cash at the hub alway seems to hold a 10-15 ct +discount lately daily vs next month futs? why not 5 or 30 cts? i dont get it +bt +wondering if its transportation or storage cost related. + have a good weekdn my man + +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/03/2001 +07:38 AM --------------------------- + +From: Steve LaFontaine on 03/01/2001 05:01 PM + +To: sulliacd@bc.edu, Terry Sullivan/GlobalCo@GlobalCo +cc: +Fax to: +Subject: friday + +i think you are done with hhd/cdd stuff -ie did you complete the cdds vs +utilites demand? also monthly hdds vs residential and commercial +demand?(combined)?, cdds vs total stock change?? + if all these are done add them to the summary sheet in usable formula +form-ill +show you what i mean + +then we start our price data base from bloom berg + +check this out-using the regression you did for nov-march 99/00 came to a draw +of 155 with 195 gw hdds, i decreased the draw by the amount i beleive is the +y +on y supply demand swing. ie 1.5 bcf prod + 1.1 bcf./d import + 3 bcf/d industrial + 1.16 fuel switching + .5 ngl neg processing + 1.3 r/c conservation + +--------------------------------- + +=7.4* 7=103 aga came in at 101, so excellant, back testing vs the week prior +cam +to 81, vs aga 81!!! +nt bad-is a very bearish s&d is this continues cuz says injections will be +enoromous in the spring + + + + + +" +"arnold-j/_sent_mail/631.","Message-ID: <11898568.1075857655215.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 08:23:00 -0800 (PST) +From: john.arnold@enron.com +To: gary.hickerson@enron.com +Subject: CANCELLED - Trader's Roundtable +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Hickerson +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Are you around next Tuesday? +---------------------- Forwarded by John Arnold/HOU/ECT on 03/02/2001 04:22 +PM --------------------------- +From: Jennifer Burns/ENRON@enronXgate on 03/02/2001 03:29 PM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Michael +Bradley/HOU/EES@EES, Jennifer Fraser/ENRON@enronXgate, Mike +Grigsby/HOU/ECT@ECT, Adam Gross/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, +Kevin McGowan/Corp/Enron@ENRON, Vince J Kaminski/HOU/ECT@ECT, John L +Nowlan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, +Hunter S Shively/HOU/ECT@ECT, Bill White/NA/Enron@Enron, Gary +Hickerson/HOU/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, John J +Lavorato/ENRON@enronXgate +cc: Ina Rangel/HOU/ECT@ECT, Judy Zoch/NA/Enron@ENRON, Gloria +Solis/ENRON@enronXgate, Helen Marie Taylor/HOU/ECT@ECT, Tamara Jae +Black/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, +Kimberly Hillis/ENRON@enronXgate +Subject: CANCELLED - Trader's Roundtable + +The trader's roundtable meeting for Tuesday, March 6 at 4:00PM has been +cancelled. + +Thanks! +Jennifer +" +"arnold-j/_sent_mail/632.","Message-ID: <28376645.1075857655238.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 08:22:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: silverman +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I think you need to check your AGA model. 7.2 bcf/d seems awfully high. +That's saying that had gas been at $2.5, the AGA for the week would have been +151. Look at the AGA history for last week, this week and next week. + + 94 95 96 97 98 99 00 01 +3rd week of Feb -64 -46 -64 -63 -77 -97 -136 -81 +4th week of Feb -132 -118 -62 -76 -47 -128 -74 -101 +1st week of Mar -27 -132 -118 -57 -54 -69 -37 ?? + +Do you really think the # would have been 151 with no demand destruction? It +wasn't even really cold. That would have been the highest AGA # of the three +weeks by 15 bcf. +Our guys are thinking 4.5 bcf/d. Pira is saying that Feb as a whole averages +3.5-4 bcf/d. That's just destruction and does not include new production, if +any. Further Pira estimates that March destruction will be about half of +Feb. Assuming that gets to equilibrium: 2 bcf/d demand destruction, 2 bcf/d +more production, 2 bcf/d more gas generation demand. Start with a 400 b +deficit and 200 injection days gets you to flat against last years storage in +current price environment. I think we are fairly priced fundamentally, but +with huge customer imbalance for hedging from buy side, surprises in the +market right now are to the upside in my view. Course hard to imagine $6 for +J. Just sell vol. + + + + + +slafontaine@globalp.com on 03/02/2001 10:54:14 AM +To: John.Arnold@enron.com +cc: +Subject: Re: silverman + + + +my next aga number is 75-sllitely more than pira and assumes 7.2 bcf/d y on y +s&d swing-the higher prices now the uglier it'll be later. +contmaplating buying some 4.00 puts for lat 2nd q or early 3q for a few +pennies. +so whaen we go above last years stx in may!! + +beleive it or not pero been worse chop fest than gas-all i know is going to +steamboat co skiing next wed-sunday with mans refined prod groups next week so +taking postion down to the stuff i really like, dont have to worry too much +about. + + + + + +John.Arnold@enron.com on 03/02/2001 11:44:50 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: silverman + + + + + +i think this is the biggest chopfest in nat gas history. scale up seller, +scale down buyer. +reviewing my aga model and assumptions later today. i'll see if i have any +new inspirations. + + + + +slafontaine@globalp.com on 03/02/2001 10:25:45 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: silverman + + + +he will be if we cut him off for a week i bet he gets some inspiration. +have a +good weekdn. any view here? i think short term range stuff-med-longer term +you +know what i think. + sprds/front to backs range-bear em at -2 bull em at -5 till they go +prompt. + + + + + +John.Arnold@enron.com on 03/02/2001 11:22:30 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: silverman + + + + + +ok. +i would not describe him as the hardest working man in the energy business. + + + + +slafontaine@globalp.com on 03/02/2001 08:54:44 AM + +To: jarnold@enron.com +cc: +Subject: silverman + + + +i say we make a pact, next time silver man calls in sick on a friday after +a +typical nite out you and i cut him off for the entire next week. deal? + + + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/633.","Message-ID: <17138599.1075857655259.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:45:00 -0800 (PST) +From: john.arnold@enron.com +To: chris.gaskill@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you free at 3:00 today to go over the aga model?" +"arnold-j/_sent_mail/634.","Message-ID: <17195279.1075857655281.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:44:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: silverman +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think this is the biggest chopfest in nat gas history. scale up seller, +scale down buyer. +reviewing my aga model and assumptions later today. i'll see if i have any +new inspirations. + + + + +slafontaine@globalp.com on 03/02/2001 10:25:45 AM +To: John.Arnold@enron.com +cc: +Subject: Re: silverman + + + +he will be if we cut him off for a week i bet he gets some inspiration. have a +good weekdn. any view here? i think short term range stuff-med-longer term you +know what i think. + sprds/front to backs range-bear em at -2 bull em at -5 till they go prompt. + + + + + +John.Arnold@enron.com on 03/02/2001 11:22:30 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: silverman + + + + + +ok. +i would not describe him as the hardest working man in the energy business. + + + + +slafontaine@globalp.com on 03/02/2001 08:54:44 AM + +To: jarnold@enron.com +cc: +Subject: silverman + + + +i say we make a pact, next time silver man calls in sick on a friday after +a +typical nite out you and i cut him off for the entire next week. deal? + + + + + + + + + + + +" +"arnold-j/_sent_mail/635.","Message-ID: <30288267.1075857655302.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:22:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: silverman +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ok. +i would not describe him as the hardest working man in the energy business. + + + + +slafontaine@globalp.com on 03/02/2001 08:54:44 AM +To: jarnold@enron.com +cc: +Subject: silverman + + + +i say we make a pact, next time silver man calls in sick on a friday after a +typical nite out you and i cut him off for the entire next week. deal? + + + +" +"arnold-j/_sent_mail/636.","Message-ID: <616621.1075857655324.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:21:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: thanks/ follow up +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe cal 2. + + + + +Caroline Abramo@ENRON +03/02/2001 08:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: thanks/ follow up + +Thanks for talking to Catequil... + +any chance we get 02 and 03 on-line soon? + +" +"arnold-j/_sent_mail/637.","Message-ID: <28798801.1075857655345.JavaMail.evans@thyme> +Date: Wed, 28 Feb 2001 03:15:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +freak show. cash started -7 then to -15 then -7 ended -15." +"arnold-j/_sent_mail/638.","Message-ID: <32337220.1075857655366.JavaMail.evans@thyme> +Date: Wed, 28 Feb 2001 02:50:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: cash mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +freak show. started at -7. went to -15 then -7 then finishing out -15 + + + + +slafontaine@globalp.com on 02/28/2001 08:32:27 AM +To: John.Arnold@enron.com +cc: +Subject: Re: cash mkts + + + +john wud you mind terrbly telling me how hen hub and east etc cash mkts are +this +am as a delta to the screen? im working from home and my connection too slow +to +get eol??? appreciate it alot-i bot some apr/jul (bulls sprd) for a short +term +play. + + + +" +"arnold-j/_sent_mail/639.","Message-ID: <10537445.1075857655390.JavaMail.evans@thyme> +Date: Wed, 28 Feb 2001 00:23:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +industrial demand the scary thing. no question there are some steel mills +and auto factories and plastics plants that were on last november that arent +coming up now and its not due to gas prices. the economy sucks and it will +affect ind demand. + + + + +slafontaine@globalp.com on 02/28/2001 08:03:43 AM +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +at least a myn dollars-need to talk to pira on that. excellant point. need to +do +some margin analyses . having said all that look at corporate earnings from +last +year to this year regardless of natgas costs as a feed industrials will be +running slower and consumers just now feeling the pinch as rate increases have +only just recently gotten approved and passed to the likes of us and people +less +fortunate than us. + + + + + +John.Arnold@enron.com on 02/27/2001 11:05:40 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: mkts + + + + + +but that's my point. the demand destruction roared its ugly head beginning +of Jan. The price level was $9. Of course there is a lag. Let's make up +a lag time...say one month. On Dec 1 cash was trading $6.70. Probably a +similar lag on the way down. Cash is $5.20 today. How much lost demand +will there be in a month if we're still $5.2? million dollar question if +you can answer that. + + + + +slafontaine@globalp.com on 02/27/2001 08:12:32 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day +swing y +on y too much, to buy this level you need to take the view that industrial +america and residential and end users will be able to get back on their +feet and +recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes +as +current. very little if any dist fuel switching. i think the answer is +no-not +unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q. + remember the demand destruction and industrial shit really just started +only 6 +weeks ago-me thinks it will take longer than that to get back into full +swing. +we all trade the y on y gap...all things remaining equal(ie term px for the +summer), starting april we'll have a surplus the other way by july barring +a +greenhouse in the ohio valley + good to hear your view pt as always-even if it is wrong!!! ha + + + + + + +John.Arnold@enron.com on 02/27/2001 08:23:22 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: mkts + + + + + +Good to hear from you. +After a great F, had an okay G. Held a lot of term length on the +risk/reward play. Figured if we got no weather, all the customer and +generator buying would be my stop. It was. Amazing that for the drop in +price in H, the strips have really gone nowhere. just a big chop fest. +i here your arguments, but think they are way exagerated. Agree with 1.5-2 +bcf/d more supply. Call it 2 with LNG. Imports from Canada should be +negligible. Now let's assume price for the summer is $4. No switching, +full liquids extraction, methanol and fertilizer running. Electric +generation demand, considering problems in west and very low hydro, around +1.5 bcf/d greater this year with normal weather. Means you have to price 2 +bcf/d out of market. Don't think $4 does that. What level did we start +really losing demand last year? It was higher than 4. concerned about +recession in industrial sector thats occuring right now. +Think gas is fairly valued here. Dont think we're going to 7. But I think +fear of market considering what happened this past year will keep forward +curve very well supported through spring. we're already into storage +economics so the front goes where the forward curve wants to go. + + + + +slafontaine@globalp.com on 02/26/2001 04:48:06 PM + +To: jarnold@enron.com +cc: +Subject: mkts + + + +its been a while-hope all is well. not a great few weeks for me in ngas-not +awful just nothing really working for me and as you know got in front of +march/apr a cupla times, no disasters. + well im bearish-i hate to be so after a 4 buck drop but as i said a +month ago +to you-and now pira coming around. 5.00 gas is a disaster for the natgas +demand. +now production up strongly y on y...you guys agree on the production side? + i know youve been bullish the summer-think im stll in the minority-but +here +you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day +y on +y swing . then i submit as we started to see due huge rate increases R/C +demandd +energy conservation will be even more dramatic this summer which will +effect +utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan +for +this factor i say it cud be bigger this summer as ute loads increase, power +pxes +rise and consumers become poorer. there will be more demand flexibilty in +the +summer part in the midcon and north as AC is more of a luxury item than +heat. i +say 5-6% lower use in residentail/utilty power consumption due rationing is +another .7/1bcf/d loss. + put all this together we wud build an addional 1284 apr thru oct on top +of +last years 1715 build basis last year temps and todays prices. takes us to +3.6 +tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to +restore demand??? thots. + +as far as that other thing, the p&c its still alive, shud know more soon +and ill +keep you posted. + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/64.","Message-ID: <18642771.1075857595567.JavaMail.evans@thyme> +Date: Thu, 26 Oct 2000 04:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: good morning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +my polling location is the knights of columbus hall. + +what exactly is a knight of columbus?" +"arnold-j/_sent_mail/640.","Message-ID: <2556868.1075857655412.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 23:20:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +94 + + + + +michael.byrne@americas.bnpparibas.com on 02/28/2001 07:13:22 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year -74 +Last Week -81 + +Thanks, +Michael Byrne +BNP PARIBAS Commodity Futures + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/_sent_mail/641.","Message-ID: <23615151.1075857655433.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 22:54:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Invoice for advisory work +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you get this paid on a rush basis? +thanks,john +---------------------- Forwarded by John Arnold/HOU/ECT on 02/28/2001 06:53 +AM --------------------------- + + +""Mark Sagel"" on 02/02/2001 10:39:38 AM +To: ""John Arnold"" +cc: +Subject: Invoice for advisory work + + + +Attached is an invoice that covers the three-month trial period.? Hope all +is well. +? +Mark Sagel + - invoice enron 9938.doc +" +"arnold-j/_sent_mail/642.","Message-ID: <18032638.1075857655456.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 14:05:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +but that's my point. the demand destruction roared its ugly head beginning +of Jan. The price level was $9. Of course there is a lag. Let's make up a +lag time...say one month. On Dec 1 cash was trading $6.70. Probably a +similar lag on the way down. Cash is $5.20 today. How much lost demand will +there be in a month if we're still $5.2? million dollar question if you can +answer that. + + + + +slafontaine@globalp.com on 02/27/2001 08:12:32 PM +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day swing +y +on y too much, to buy this level you need to take the view that industrial +america and residential and end users will be able to get back on their feet +and +recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes as +current. very little if any dist fuel switching. i think the answer is no-not +unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q. + remember the demand destruction and industrial shit really just started only +6 +weeks ago-me thinks it will take longer than that to get back into full swing. +we all trade the y on y gap...all things remaining equal(ie term px for the +summer), starting april we'll have a surplus the other way by july barring a +greenhouse in the ohio valley + good to hear your view pt as always-even if it is wrong!!! ha + + + + + + +John.Arnold@enron.com on 02/27/2001 08:23:22 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: mkts + + + + + +Good to hear from you. +After a great F, had an okay G. Held a lot of term length on the +risk/reward play. Figured if we got no weather, all the customer and +generator buying would be my stop. It was. Amazing that for the drop in +price in H, the strips have really gone nowhere. just a big chop fest. +i here your arguments, but think they are way exagerated. Agree with 1.5-2 +bcf/d more supply. Call it 2 with LNG. Imports from Canada should be +negligible. Now let's assume price for the summer is $4. No switching, +full liquids extraction, methanol and fertilizer running. Electric +generation demand, considering problems in west and very low hydro, around +1.5 bcf/d greater this year with normal weather. Means you have to price 2 +bcf/d out of market. Don't think $4 does that. What level did we start +really losing demand last year? It was higher than 4. concerned about +recession in industrial sector thats occuring right now. +Think gas is fairly valued here. Dont think we're going to 7. But I think +fear of market considering what happened this past year will keep forward +curve very well supported through spring. we're already into storage +economics so the front goes where the forward curve wants to go. + + + + +slafontaine@globalp.com on 02/26/2001 04:48:06 PM + +To: jarnold@enron.com +cc: +Subject: mkts + + + +its been a while-hope all is well. not a great few weeks for me in ngas-not +awful just nothing really working for me and as you know got in front of +march/apr a cupla times, no disasters. + well im bearish-i hate to be so after a 4 buck drop but as i said a +month ago +to you-and now pira coming around. 5.00 gas is a disaster for the natgas +demand. +now production up strongly y on y...you guys agree on the production side? + i know youve been bullish the summer-think im stll in the minority-but +here +you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day +y on +y swing . then i submit as we started to see due huge rate increases R/C +demandd +energy conservation will be even more dramatic this summer which will +effect +utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan +for +this factor i say it cud be bigger this summer as ute loads increase, power +pxes +rise and consumers become poorer. there will be more demand flexibilty in +the +summer part in the midcon and north as AC is more of a luxury item than +heat. i +say 5-6% lower use in residentail/utilty power consumption due rationing is +another .7/1bcf/d loss. + put all this together we wud build an addional 1284 apr thru oct on top +of +last years 1715 build basis last year temps and todays prices. takes us to +3.6 +tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to +restore demand??? thots. + +as far as that other thing, the p&c its still alive, shud know more soon +and ill +keep you posted. + + + + + + + + + + + + +" +"arnold-j/_sent_mail/643.","Message-ID: <10917445.1075857655478.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 11:25:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Forgot, I'm leaving town tomorrow afternoon. Will be back Thursday morn. +We'll do it some other time." +"arnold-j/_sent_mail/644.","Message-ID: <13876367.1075857655500.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 11:23:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Good to hear from you. +After a great F, had an okay G. Held a lot of term length on the risk/reward +play. Figured if we got no weather, all the customer and generator buying +would be my stop. It was. Amazing that for the drop in price in H, the +strips have really gone nowhere. just a big chop fest. +i here your arguments, but think they are way exagerated. Agree with 1.5-2 +bcf/d more supply. Call it 2 with LNG. Imports from Canada should be +negligible. Now let's assume price for the summer is $4. No switching, full +liquids extraction, methanol and fertilizer running. Electric generation +demand, considering problems in west and very low hydro, around 1.5 bcf/d +greater this year with normal weather. Means you have to price 2 bcf/d out +of market. Don't think $4 does that. What level did we start really losing +demand last year? It was higher than 4. concerned about recession in +industrial sector thats occuring right now. +Think gas is fairly valued here. Dont think we're going to 7. But I think +fear of market considering what happened this past year will keep forward +curve very well supported through spring. we're already into storage +economics so the front goes where the forward curve wants to go. + + + + +slafontaine@globalp.com on 02/26/2001 04:48:06 PM +To: jarnold@enron.com +cc: +Subject: mkts + + + +its been a while-hope all is well. not a great few weeks for me in ngas-not +awful just nothing really working for me and as you know got in front of +march/apr a cupla times, no disasters. + well im bearish-i hate to be so after a 4 buck drop but as i said a month +ago +to you-and now pira coming around. 5.00 gas is a disaster for the natgas +demand. +now production up strongly y on y...you guys agree on the production side? + i know youve been bullish the summer-think im stll in the minority-but here +you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day y +on +y swing . then i submit as we started to see due huge rate increases R/C +demandd +energy conservation will be even more dramatic this summer which will effect +utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan for +this factor i say it cud be bigger this summer as ute loads increase, power +pxes +rise and consumers become poorer. there will be more demand flexibilty in the +summer part in the midcon and north as AC is more of a luxury item than heat. +i +say 5-6% lower use in residentail/utilty power consumption due rationing is +another .7/1bcf/d loss. + put all this together we wud build an addional 1284 apr thru oct on top of +last years 1715 build basis last year temps and todays prices. takes us to +3.6 +tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to +restore demand??? thots. + +as far as that other thing, the p&c its still alive, shud know more soon and +ill +keep you posted. + + + + +" +"arnold-j/_sent_mail/645.","Message-ID: <16799190.1075857655522.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 10:58:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Suspend switch +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Would prefer a stand alone button as sometimes the problem is I can't operate +stack manager. I need the ability to force everybody out of the website so +people don't try to click numbers that are old. + +On a similar topic, what's the status of the out of credit message? Still a +very frustrating problem for both counterparties and me. + +Do I need to follow up with Bradford about lowering sigma? + +Grab me Thursday afternoon to talk. + + +From: Andy Zipper/ENRON@enronXgate on 02/27/2001 06:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Suspend switch + +I asked them to permission on your stack manager this function. You might +want to have it as a stand alone icon on your desktop in case you can't +operate stack manager. + +When you have a second I'd like to talk about the broker EOL product and ED F +Man. + +Congrats on a big day. Total EOL gas volume was 425BcF (!!). + +" +"arnold-j/_sent_mail/646.","Message-ID: <17006380.1075857655544.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 10:53:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com, dutch.quigley@enron.com +Subject: EnronOnline Spreads Information Session +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/27/2001 06:51 +PM --------------------------- + + Enron North America Corp. + + From: Savita Puthigai @ ENRON 02/27/2001 04:43 PM + + +To: John Nowlan@enron.com, Hunter.Shivley@enron.com, phillip.allen@enron.com, +thomas.martin@enron.com, John Arnold/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT, +Scott.Neal@enron.com +cc: +Subject: EnronOnline Spreads Information Session + +We have scheduled an information session regarding the new spreads +functionality . + +Date Time Location +2/28/01 4.00 - 5.00 p.m. 27C2 + +I would appreciate it if you could forward this message to all the traders on +your desk. + +Thanks + +Savita +" +"arnold-j/_sent_mail/647.","Message-ID: <9584632.1075857655565.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 07:26:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: Re: john griffith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +true + + + + +Jeanie Slone +02/27/2001 10:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: john griffith + +true or false-John Griffith should be moved into your cost center with the +same salary, same title effective Feb. 01. + +" +"arnold-j/_sent_mail/648.","Message-ID: <27649366.1075857655587.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:38:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.white@oceanenergy.com +Subject: Re: when are you free for scuba next week? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""White, J. (Jennifer)"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'm free all week right now. prefer early in the week + + + + +""White, J. (Jennifer)"" on 02/26/2001 +02:57:45 PM +To: ""'john.arnold@enron.com'"" +cc: +Subject: when are you free for scuba next week? + + +I just talked to Henry about another pool session. What evenings are you +available next week so that we can coordinate with Jeff (instructor)? + + + + +The information contained in this communication is confidential and +proprietary information intended only for the individual or entity to whom +it is addressed. Any unauthorized use, distribution, copying, or disclosure +of this communication is strictly prohibited. If you have received this +communication in error, please contact the sender immediately. If you +believe this communication is inappropriate or offensive, please contact +Ocean Energy`s Human Resources Department. + + + +" +"arnold-j/_sent_mail/649.","Message-ID: <7580253.1075857655609.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:33:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Drift Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/26/2001 08:31 +PM --------------------------- + + +Shirley Tijerina@ENRON +02/26/2001 09:53 AM +To: Wes Colwell/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Harry Arora/HOU/ECT, Joseph +Deffner/HOU/ECT +cc: Anita DuPont/NA/Enron@ENRON, Ina Rangel/HOU/ECT@ECT, Judy +Zoch/NA/Enron@ENRON, Barbara Lewis/HOU/ECT, Megan Angelos/NA/Enron +Subject: Drift Meeting + +The above mentioned meeting has been scheduled as requested on Wednesday, +2/28 from 3:30 - 4:30pm in EB3321. + +If you have any questions, please call me at X58113. + +Thanks. +" +"arnold-j/_sent_mail/65.","Message-ID: <31330212.1075857595588.JavaMail.evans@thyme> +Date: Thu, 26 Oct 2000 02:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: good morning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +where's the site that i can sell my vote? + + + + +""Jennifer White"" on 10/26/2000 08:36:29 AM +To: john.arnold@enron.com +cc: +Subject: good morning + + +Here is the site that tells you where to vote: +http://www.co.harris.tx.us/cclerk/elect.htm + +Go Yankees! :) + + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/650.","Message-ID: <28703589.1075857655631.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:33:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: FW: ""Chinese Wall"" Classroom Training +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/26/2001 08:30= +=20 +PM --------------------------- +From: Mark Frevert/ENRON@enronXgate on 02/23/2001 01:12 PM +To: Jeffery Ader/HOU/ECT@ECT, Berney C Aucoin/HOU/ECT@ECT, Edward D=20 +Baughman/HOU/ECT@ECT, Dana Davis/ENRON@enronXgate, Doug=20 +Gilbert-Smith/Corp/Enron@ENRON, Rogers Herndon/HOU/ECT@ect, Ben=20 +Jacoby/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT,=20 +Fletcher J Sturm/HOU/ECT@ECT, Bruce Sukaly/Corp/Enron@Enron, Lloyd=20 +Will/HOU/ECT@ECT, Mark Tawney/ENRON@enronXgate, George McClellan/HOU/ECT@EC= +T,=20 +Fred Lagrasta/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT,= +=20 +Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Thomas A=20 +Martin/HOU/ECT@ECT +cc: =20 +Subject: FW: ""Chinese Wall"" Classroom Training + + +Chinese Wall training of one hour has been scheduled on the dates listed=20 +below. The training is mandatory and allows EWS to continue operating all= +=20 +its businesses including equity trading without violating the securities la= +ws. + +Please register for one of the four one-hour sessions listed below. Each= +=20 +session is tailored to a particular commercial group, and it would be=20 +preferable if you could attend the session for your group. (Your particula= +r=20 +group is the one highlighted in bold on the list below.) =20 + + Monday, March 5, 2001, 10:00 a.m. =01) Resource Group + Monday, March 5, 2001, 11:00 a.m. =01) Origination/Business Development + Monday, March 5, 2001, 3:30 p.m. =01) Financial Trading Group + Monday, March 5, 2001, 4:30 p.m. =01) Heads of Trading Desks + +Each of the above sessions will be held at the downtown Hyatt Regency Hotel= +=20 +in Sandalwood Rooms A & B. Alternatively, two make-up sessions are schedul= +ed=20 +for Tuesday, March 13, 2001 at 3:30 p.m. and 4:30 p.m. Location informatio= +n=20 +for the make-up sessions will be announced later. + +Please confirm your attendance at one of these sessions with Brenda Whitehe= +ad=20 +by e-mailing her at brenda.whitehead@enron.com or calling her at extension= +=20 +3-5438. + +Mark Frevert and Mark Haedicke + +=20 + + +" +"arnold-j/_sent_mail/651.","Message-ID: <9162713.1075857655687.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:30:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Buying back calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about drinks at 5:30 on Thursday. I try not to interrupt work with +personal business. + + + + +""Gapinski, Michael"" on 02/25/2001 03:13:29 +PM +To: ""'John.Arnold@enron.com'"" +cc: +Subject: RE: Buying back calls + + +John - + +I completely understand your point of view. PaineWebber knows affluent +investors such as yourself want access to alternative investments such as +private equity and hedge funds. Our group has also found that high net +worth individuals prefer a consultative relationship where we help you +structure a complete asset allocation based on your objectives. We then +provide you with access to, and help you select, third-party institutional +money managers to make the day-to-day investment decisions. We also provide +the ongoing performance monitoring of those managers, including correlations +to the appropriate indices. + +I believe you will find our approach to be appreciably different from your +previous contacts with financial advisors, where you have felt the advisor +was 'pushing' a house fund or stock du jour. If your schedule permits, I +would like to meet with you on Thursday afternoon to discuss this in more +detail. How does 4 PM sound? + +- Mike + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Saturday, February 24, 2001 10:41 AM +To: michael.gapinski@painewebber.com +Subject: RE: Buying back calls + + + +Michael: +Thanks for putting the paperwork together. + +I would have interest in meeting if you can present unique investment +opportunities that I don't have access to now. Most of my contact with +financial advisors in the past has consisted of them suggesting a mutual +fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass +off their banks' biased research reports as something valuable. The above +services provide no value to me personally. If you can present +opportunities such as access to private equity or hedge funds, or other +ideas with strong growth potential and low correlation to the S@P, I'd +listen. + +John + + + + + +""Michael Gapinski"" on 02/21/2001 +08:23:04 AM + +To: ""'John.Arnold@enron.com'"" +cc: ""'Rafael Herrera'"" +Subject: RE: Buying back calls + + +John - + +We'll get the paperwork together and sent to you for naked options. At +some point, I'd like to talk about the diversification strategy in more +detail -- perhaps over dinner or a quick meeting after the markets close? + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + +-----Original Message----- +From: John.Arnold@enron.com [SMTP:John.Arnold@enron.com] +Sent: Tuesday, February 20, 2001 10:14 PM +To: michael.gapinski@painewebber.com +Subject: Re: Buying back calls + + +Michael: +Appreciate the idea. However, with my natural long, I'm not looking to +really trade around the position. I believe ENE will continue to be range +bound, but in case it is not, I don't want to forgo 50% of my option +premium. +I have price targets of where I would like to lighten up exposure to ENE +and will use calls to implement the stategy. To that regards, I noticed I +was not approved to sell naked calls. I would like that ability in order +to hedge some exposure I have of unexercised vested options. Please look +into that for me. +John. + + + + +""Michael Gapinski"" on 02/20/2001 +06:28:27 PM + +To: ""'Arnold, John'"" +cc: +Subject: Buying back calls + + +John - + +I was looking at the recent pullback in ENE and thinking it might be an +opportunity to buy back the calls you sold. Of course, you would then be +in a position to sell calls again if the stock makes a bounce. I'm not +sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're +interested. + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + + + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/_sent_mail/652.","Message-ID: <16432953.1075857655709.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 04:12:00 -0800 (PST) +From: john.arnold@enron.com +To: sean.cooper@elpaso.com +Subject: Re: New email address +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Cooper, Sean"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Who cares?????? + + + + +""Cooper, Sean"" on 02/26/2001 08:51:13 AM +To: ""Cooper, Sean"" +cc: +Subject: New email address + + +Please note that effective immediately my email address has changed to + Sean.Cooper@ElPaso.com + + +" +"arnold-j/_sent_mail/653.","Message-ID: <2125588.1075857655730.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 00:51:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +He just rescheduled to Wednesday. How about dinner on Wednesday after that ? + + +From: John J Lavorato/ENRON@enronXgate on 02/26/2001 07:31 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Your buddy Beau invited me. How about prior to that or after that on Tuesday. + + -----Original Message----- +From: Arnold, John +Sent: Sunday, February 25, 2001 7:10 PM +To: Lavorato, John +Subject: RE: + +not really... + +already have plans on thursday . + +are you going to the NYMEX candidate cocktail hour Tuesday? + + +From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +oh god is there an agenda. + +Would dinner Thursday work instead. + + + +-----Original Message----- +From: Arnold, John +Sent: Sun 2/25/2001 6:42 PM +To: Lavorato, John +Cc: +Subject: + + + + + + + + +" +"arnold-j/_sent_mail/654.","Message-ID: <22850550.1075857655752.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 11:10:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +not really... + +already have plans on thursday . + +are you going to the NYMEX candidate cocktail hour Tuesday? + + +From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM +To: John Arnold/HOU/ECT@ECT +cc: =20 +Subject: RE: + +oh god is there an agenda. +=01; +Would dinner Thursday work instead. +=01; +=01; + +-----Original Message-----=20 +From: Arnold, John=20 +Sent: Sun 2/25/2001 6:42 PM=20 +To: Lavorato, John=20 +Cc:=20 +Subject:=20 + + +=01; + + +" +"arnold-j/_sent_mail/655.","Message-ID: <18732131.1075857655779.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 10:42:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just a reminder about drinks Monday night.." +"arnold-j/_sent_mail/656.","Message-ID: <23252717.1075857655800.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 10:30:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/25/2001 06:28 +PM --------------------------- + + +""Mark Sagel"" on 02/25/2001 06:26:01 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +Latest natural update + - ng022601.doc +" +"arnold-j/_sent_mail/657.","Message-ID: <33514435.1075857655821.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 08:58:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: WINE SPECTATOR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes i did + + + + +Karen Arnold on 02/24/2001 02:55:05 PM +To: john.arnold@enron.com +cc: +Subject: WINE SPECTATOR + + + Did you ever receive the wine spectator magazine? I had some +correspondence from them and I will toss if you are receiving it. If not, +I need to contact them. + +" +"arnold-j/_sent_mail/658.","Message-ID: <32415330.1075857655843.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 05:03:00 -0800 (PST) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: FW: 2001 Natural Gas Production and Price Outlook Conference + Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Appreciate the opportunity to listen in. I was unable to view the slide show +though. Can you either email or mail it to me. +Thanks, +John + + + + +""Piasio, Stephen [FI]"" on 02/23/2001 08:09:13 AM +To: +cc: +Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call + + + + +> <<...OLE_Obj...>> +> +> 2001 Natural Gas Production and Price Outlook Conference Call +> +> +> <<...OLE_Obj...>> Salomon Smith Barney <<2001 Natural Gas Conference +> Call.doc>> +> Energy Research Group +> Analyst Access Conference Call +> +> 2001 Natural Gas Production and Price Outlook +> Hosted by: +> Bob Morris and Michael Schmitz +> Oil and Gas Exploration & Production Analysts +> +> Date & Time: +> FRIDAY (February 23rd) +> 11:00 a.m. EST +> +> Dial-in #: +> US: 800-229-0281 International: 706-645-9237 +> +> Replay #: (Reservation: x 819361) +> US: 800-642-1687 International: 706-645-9291 +> +> Accessing Presentation: +> * Go to https://intercallssl.contigo.com +> * Click on Conference Participant +> * Enter Event Number: x716835 +> * Enter the participant's Name, Company Name & E-mail address +> * Click Continue to view the first slide of the presentation +> +> Key Points: +> 1. Natural gas storage levels appear to be on track to exit March at +> roughly 700-800 Bcf, compared with just over 1,000 Bcf last year at the +> end of the traditional withdrawal season. +> 2. Meanwhile, domestic natural gas production should rise 3.0-5.0% this +> year, largely dependent upon the extent of the drop in rig efficiency, or +> production added per rig. +> 3. Nonetheless, under most scenarios, incorporating numerous other +> variables such as the pace of economic expansion, fuel switching and +> industrial plant closures, it appears that storage levels at the beginning +> of winter will be near or below last year's 2,800 Bcf level. +> 4. Thus, it appears likely that the ""heat"" will remain on natural gas +> prices throughout 2001. +> 5. Consequently, we believe that many E&P shares will post solid gains +> again this year, spurred largely by mounting confidence in the +> sustainability of strong natural gas prices. +> +> + + - 2001 Natural Gas Conference Call.doc + +" +"arnold-j/_sent_mail/659.","Message-ID: <14709368.1075857655866.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 02:40:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Buying back calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Michael Gapinski"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Michael: +Thanks for putting the paperwork together. + +I would have interest in meeting if you can present unique investment +opportunities that I don't have access to now. Most of my contact with +financial advisors in the past has consisted of them suggesting a mutual +fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass +off their banks' biased research reports as something valuable. The above +services provide no value to me personally. If you can present opportunities +such as access to private equity or hedge funds, or other ideas with strong +growth potential and low correlation to the S@P, I'd listen. + +John + + + + + +""Michael Gapinski"" on 02/21/2001 08:23:04 +AM +To: ""'John.Arnold@enron.com'"" +cc: ""'Rafael Herrera'"" +Subject: RE: Buying back calls + + +John - + +We'll get the paperwork together and sent to you for naked options. At some +point, I'd like to talk about the diversification strategy in more detail -- +perhaps over dinner or a quick meeting after the markets close? + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + +-----Original Message----- +From: John.Arnold@enron.com [SMTP:John.Arnold@enron.com] +Sent: Tuesday, February 20, 2001 10:14 PM +To: michael.gapinski@painewebber.com +Subject: Re: Buying back calls + + +Michael: +Appreciate the idea. However, with my natural long, I'm not looking to +really trade around the position. I believe ENE will continue to be range +bound, but in case it is not, I don't want to forgo 50% of my option +premium. +I have price targets of where I would like to lighten up exposure to ENE +and will use calls to implement the stategy. To that regards, I noticed I +was not approved to sell naked calls. I would like that ability in order +to hedge some exposure I have of unexercised vested options. Please look +into that for me. +John. + + + + +""Michael Gapinski"" on 02/20/2001 +06:28:27 PM + +To: ""'Arnold, John'"" +cc: +Subject: Buying back calls + + +John - + +I was looking at the recent pullback in ENE and thinking it might be an +opportunity to buy back the calls you sold. Of course, you would then be +in a position to sell calls again if the stock makes a bounce. I'm not +sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're +interested. + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + + + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/_sent_mail/66.","Message-ID: <30740303.1075857595609.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i didn't say you couldnt come down. just not to expect much + + +From: Margaret Allen@ENRON on 10/25/2000 04:11 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, you get reprieve on this today. But I do have curly hair and high +boots on. + +Have a GREAT (said like Tony Tiger) date, and don't attack her like you did +the last one. MSA + +" +"arnold-j/_sent_mail/660.","Message-ID: <24851748.1075857655888.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 02:22:00 -0800 (PST) +From: john.arnold@enron.com +To: kimberly.hillis@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kimberly Hillis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kim: +2 tix for Rent this Sat night will be waiting for you at will call at the +theatre. Bring ID. +If you have any problems call the ticket agency at 212 302 1643 or me at 713 +557 3330. +Have fun, +John" +"arnold-j/_sent_mail/661.","Message-ID: <31328170.1075857655909.JavaMail.evans@thyme> +Date: Thu, 22 Feb 2001 23:28:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Smith Barney +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll call + + + + +Karen Arnold on 02/22/2001 07:57:57 PM +To: john.arnold@enron.com +cc: +Subject: Smith Barney + + +You must be on the net because you don't answer the phone. Andy Rowe never +invested that $8000 into the commodity account. Do you talk with him on a +regular basis? Should I call? Please advise.. + +" +"arnold-j/_sent_mail/662.","Message-ID: <29960923.1075857655931.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 23:06:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Monday it is + + +From: John J Lavorato/ENRON@enronXgate on 02/21/2001 06:27 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Yes + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, February 21, 2001 5:41 PM +To: Lavorato, John +Subject: + +Are you free for drinks either Monday or Wednesday? + +" +"arnold-j/_sent_mail/663.","Message-ID: <1874960.1075857655952.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 09:40:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Are you free for drinks either Monday or Wednesday?" +"arnold-j/_sent_mail/664.","Message-ID: <4844237.1075857655973.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 04:26:00 -0800 (PST) +From: john.arnold@enron.com +To: ksmalek@aep.com +Subject: Re: question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ksmalek@aep.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that's not nice + + + + +ksmalek@aep.com on 02/21/2001 11:13:20 AM +To: John.Arnold@enron.com +cc: +Subject: question + + +does larry chaffe people at your shop as much as he does ours? + + +" +"arnold-j/_sent_mail/665.","Message-ID: <14055809.1075857655996.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 00:20:00 -0800 (PST) +From: john.arnold@enron.com +To: bill.white@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Bill White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I think so in a month or so. Problem now is that there is so much customer +buying on any pullbacks and selling on rallies that the market, with such a +flat curve, is going nowhere. That will change, but it's going to take a +while. I like it eventually. + + + + +Bill White@ENRON +02/21/2001 05:39 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Don't know about the front 2 months, but gut feel is that april thru oct at +approximately 50% seems like something to own (although I hate flat vol +curves). What do you think (long, flat, or short)? + + + + + +John Arnold@ECT +14/02/2001 21:59 +To: Bill White/NA/Enron@Enron +cc: + +Subject: + + + + + + +" +"arnold-j/_sent_mail/666.","Message-ID: <12785682.1075857656018.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 14:26:00 -0800 (PST) +From: john.arnold@enron.com +To: andrew.fairley@enron.com +Subject: Re: Trip to Houston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andrew Fairley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Enjoyed meeting with you. + +One more thing I did not address. My ultimate goal is to move all volume to +EOL. However, in addition to the NYMEX, we have about 6 other viable +electronic trading systems. We make it a point to never support these if +possible. We will only trade if the other system's offer is at or greater +than our bid. For instance, if we are 6/8 but have a strong inclination to +buy and another system is at 7, I will simultaneously lift their 7's and move +my market to 7/9. The lesson the counterparty gets is he will only get the +trade if I'm bidding 7 and he will only get executed when it is a bad trade +to him. People have learned fairly quickly not to leave numbers on the other +systems because they will just get picked off. If they don't post numbers on +the other systems, the systems get no liquidity and die. + +I mention this because I have heard that Enron is a fairly large trader on +Spectron's system. I don't know whether it is in regards to gas, power, or +metals. Just something to think about and maybe talk about with the other +traders. +John + + + + +Andrew Fairley +02/20/2001 11:15 AM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, +Keith Holst/HOU/ECT@ect +cc: David Gallagher/LON/ECT@ECT +Subject: Trip to Houston + + +Thank you so much for your time last week. + +David and I found the time especially valuable. We have spotted several +issues helpful for our own market. +This should certainly help in the growth of our markets here in Europe. We +trust it won't be too long before we see similarly impressive results from +our side of the pond. + +Best regards + + +Andy + + + + + + +" +"arnold-j/_sent_mail/667.","Message-ID: <6384662.1075857656041.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 14:15:00 -0800 (PST) +From: john.arnold@enron.com +To: sheri.thomas@enron.com +Subject: Re: ICE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sheri Thomas +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thank you. + + + + + +From: Sheri Thomas + 02/20/2001 05:20 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: ICE + +Attached below is the complete list of users on ICE by company. Let me know +if you have any questions. + +Per Andy, we are removing your access. + +Sheri + +---------------------- Forwarded by Sheri Thomas/HOU/ECT on 02/20/2001 01:07 +PM --------------------------- + + + +From: Stephanie Sever + 02/20/2001 11:30 AM + + + + + +To: Sheri Thomas/HOU/ECT@ECT +cc: +Subject: Re: ICE + +ENA + + + +ECC + + + +EPMI + + + +Here is everyone. + +Thanks, +Stephanie + + + + + + + + + +---------------------- Forwarded by Sheri Thomas/HOU/ECT on 02/20/2001 09:50 +AM --------------------------- +From: Andy Zipper/ENRON@enronXgate on 02/15/2001 03:18 PM +To: Sheri Thomas/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT +Subject: ICE + +John Arnold would like to terminate his ID on the ICE, in addition he would +like a list of who all the other ID's are. Can you please let me know. + +Thanks +Andy + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/668.","Message-ID: <33505421.1075857656063.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 14:14:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: Re: Buying back calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Michael Gapinski"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Michael: +Appreciate the idea. However, with my natural long, I'm not looking to +really trade around the position. I believe ENE will continue to be range +bound, but in case it is not, I don't want to forgo 50% of my option premium. +I have price targets of where I would like to lighten up exposure to ENE and +will use calls to implement the stategy. To that regards, I noticed I was +not approved to sell naked calls. I would like that ability in order to +hedge some exposure I have of unexercised vested options. Please look into +that for me. +John. + + + + +""Michael Gapinski"" on 02/20/2001 06:28:27 +PM +To: ""'Arnold, John'"" +cc: +Subject: Buying back calls + + +John - + +I was looking at the recent pullback in ENE and thinking it might be an +opportunity to buy back the calls you sold. Of course, you would then be in +a position to sell calls again if the stock makes a bounce. I'm not sure +that ENE @ 75 is the place, but maybe @ 73. Call me if you're interested. + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/_sent_mail/669.","Message-ID: <15145265.1075857656084.JavaMail.evans@thyme> +Date: Mon, 19 Feb 2001 09:11:00 -0800 (PST) +From: john.arnold@enron.com +To: kevin.meredith@enron.com +Subject: Re: US Spread Product +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin Meredith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Looks good except for settlement period. Industry standard and for ease to +Enron, a spread trade is treated as two separate trades. Therefore, there +will be two settlement periods for the respective legs of the transaction. +The file below states settlement period is 5 days after both legs have been +set. Please change to 2 settlement periods, 5 days after each respective leg +has been set. +John + + + + Enron North America Corp. + + From: Kevin Meredith @ ENRON 02/16/2001 10:24 AM + + +To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT, Peter F +Keavey/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT +cc: Robert B Cass/HOU/ECT@ECT, Savita Puthigai/NA/Enron@Enron +Subject: US Spread Product + +The attached spread product description has been created using a Nymex +financial gas spread as the example. Possible permutations to this product +have been listed below the description. Please review the product +description and provide any suggestions, improvements, and/or additional +permutations that have not been considered. + +Thank you. +Kevin + + + +" +"arnold-j/_sent_mail/67.","Message-ID: <14691398.1075857595631.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 07:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +careful...i'm having another bad day + + +From: Margaret Allen@ENRON on 10/25/2000 02:42 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Well, well, well... just for that sassy response, I might have to come flirt +with you today! + + + + + John Arnold@ECT + 10/25/2000 02:34 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Don't even think you're getting out of this with the ""for a while"" crap. +Just for that you can add a star to the place we're going. + + +From: Margaret Allen@ENRON on 10/25/2000 01:34 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, while it would be very interesting to see how you act on a date I think +I'll have to pass. My time could be spent in better ways (believe it or +not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's +where you've heard them or of them. + +Since I wouldn't want to play second fiddle, we'll have to postpone it for a +while. Have a good one, Margaret + + + + + John Arnold@ECT + 10/25/2000 12:24 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +The el orbits, eh? i've heard of them but don't remember who they are. +there is a chance i've seen them at satellite i guess. + +my, you are nosey. i have a little date tonight. wanna come along? + + +From: Margaret Allen@ENRON on 10/25/2000 09:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, as much as I would love to be insulted by you for several hours straight +tomorrow night, I have plans...actually, it's an Enron thing. A bunch of +people are going to the Continental Club to hear the El Orbits, which happens +to be my favorite band. You should come. + +What are your plans tonight, since I'm being nosey?! + +Trade them up Johnny, Margarita + + + + + John Arnold@ECT + 10/25/2000 07:34 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/670.","Message-ID: <2552023.1075857656106.JavaMail.evans@thyme> +Date: Mon, 19 Feb 2001 07:14:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We've started breaking out separate P&L's. It's been a very difficult +process so far for a number of reasons. The last processes will be +separating out the P&L on the executive reports and on VAR. That will happen +this week. Meanwhile, the P&L will be retroactive to the start of the year +and we are going through all the positions such that the total skew is zero +or an adjustment will be made to get it there. At the end of the year there +will be a number next to Maggi's name that he will not dispute. His +contribution to the fixed side when I'm on vacations or in meetings will +continue to be a subjective process. + + +From: John J Lavorato/ENRON@enronXgate on 02/19/2001 10:19 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +John + +I don't see Maggie's line on the P/L + +Lavo + +" +"arnold-j/_sent_mail/671.","Message-ID: <9291211.1075857656127.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 06:51:00 -0800 (PST) +From: john.arnold@enron.com +To: sgtcase@aol.com +Subject: Enjoy Bud +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sgtcase@aol.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/15/2001 02:51 +PM --------------------------- + + +Rory McCauley on 02/12/2001 01:47:46 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Enjoy Bud + + + - Jerky Boys - Prank Call to Chinese Restaurant.mp3 +" +"arnold-j/_sent_mail/672.","Message-ID: <28627010.1075857656150.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 06:40:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com, david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper, David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We will open EOL 4-7 on Monday for everyone's trading pleasure." +"arnold-j/_sent_mail/673.","Message-ID: <30715742.1075857656172.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:39:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +both. i have it on dutch's machine just in case something ever pops up but +it rarely does + + +From: Andy Zipper/ENRON@enronXgate on 02/15/2001 01:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +I will send you the list. Are you having it removed because there is nothing +on it, or because you don't want ot support them ? + + -----Original Message----- +From: Arnold, John +Sent: Thursday, February 15, 2001 12:43 PM +To: Zipper, Andy +Subject: + +Andy: +Can you remove ICE from mine and Mike Maggi's computer. +Also, do we have a list of who has it installed. I hate supporting our +competition. +John + +" +"arnold-j/_sent_mail/674.","Message-ID: <4546279.1075857656193.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 04:43:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Can you remove ICE from mine and Mike Maggi's computer. +Also, do we have a list of who has it installed. I hate supporting our +competition. +John" +"arnold-j/_sent_mail/675.","Message-ID: <5880028.1075857656215.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 04:41:00 -0800 (PST) +From: john.arnold@enron.com +To: steve.c.lengkeekjr@conectiv.com +Subject: Re: Swaps for EFPS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Lengkeek Jr, Steve C"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I would do that. I tried calling but got your voicemail. Try me at 713 853 +3230 + + + + +""Lengkeek Jr, Steve C"" on 02/15/2001 +08:26:54 AM +To: ""'john.arnold@enron.com'"" +cc: +Subject: Swaps for EFPS + + +I am long 800 futures short swaps any interest. + + +Steven Lengkeek +Conectiv +302-452-6930 + +" +"arnold-j/_sent_mail/676.","Message-ID: <7844421.1075857656236.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 23:42:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you get a small drink refrigerator for the office stocked with: +Water (lots) +Diet Coke +Coke +Dr. Pepper +Diet Pepsi +Various Fruit Drinks + +Thanks, +John" +"arnold-j/_sent_mail/677.","Message-ID: <5823631.1075857656258.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 23:33:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com, n@enron.com +Subject: Deal# 863626 from 2001-02-07 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin, n +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please change as indicated +---------------------- Forwarded by John Arnold/HOU/ECT on 02/14/2001 07:32 +AM --------------------------- + + +""Gencheva, Daniela"" on 02/13/2001 11:06:52 AM +To: ""'jarnold@enron.com'"" +cc: ""Liszewski, Pete"" +Subject: Deal# 863626 from 2001-02-07 + + +John, + +During a telephone conversation with Pete Liszewski, at 2.12 pm on February +7th, you agreed that the price for deal#863626 - NYMEX nat gas swap for +15,000 Apr 01 should have been $5.815 NOT $5.83 as you system wrongfully +indicated. +Would you correct the price in your system or inform your contract +administrator of the correction. +If you have any questions please feel free to contact Pete Liszweski at +405-553-6430. + + +Daniela Gencheva +Energy Trading Analyst II +OGE Energy Resources +TEL: 405-553-6486 +FAX: 405-553-6498 +" +"arnold-j/_sent_mail/678.","Message-ID: <33054367.1075857656279.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 23:32:00 -0800 (PST) +From: john.arnold@enron.com +To: genchedi@er.oge.com +Subject: Re: Deal# 863626 from 2001-02-07 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gencheva, Daniela"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Will change + + + + +""Gencheva, Daniela"" on 02/13/2001 11:06:52 AM +To: ""'jarnold@enron.com'"" +cc: ""Liszewski, Pete"" +Subject: Deal# 863626 from 2001-02-07 + + +John, + +During a telephone conversation with Pete Liszewski, at 2.12 pm on February +7th, you agreed that the price for deal#863626 - NYMEX nat gas swap for +15,000 Apr 01 should have been $5.815 NOT $5.83 as you system wrongfully +indicated. +Would you correct the price in your system or inform your contract +administrator of the correction. +If you have any questions please feel free to contact Pete Liszweski at +405-553-6430. + + +Daniela Gencheva +Energy Trading Analyst II +OGE Energy Resources +TEL: 405-553-6486 +FAX: 405-553-6498 + +" +"arnold-j/_sent_mail/679.","Message-ID: <17586780.1075857656301.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 03:43:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: credit card +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll check + + + + +""Jennifer White"" on 02/13/2001 08:24:35 AM +To: john.arnold@enron.com +cc: +Subject: credit card + + +Any chance you might have found my credit card at your place? I last +had it in my jeans pocket on Sunday night, but it isn't there anymore. + + +I'll get to your internet research requests this afternoon. + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/68.","Message-ID: <24823523.1075857595654.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 07:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Don't even think you're getting out of this with the ""for a while"" crap. +Just for that you can add a star to the place we're going. + + +From: Margaret Allen@ENRON on 10/25/2000 01:34 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, while it would be very interesting to see how you act on a date I think +I'll have to pass. My time could be spent in better ways (believe it or +not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's +where you've heard them or of them. + +Since I wouldn't want to play second fiddle, we'll have to postpone it for a +while. Have a good one, Margaret + + + + + John Arnold@ECT + 10/25/2000 12:24 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +The el orbits, eh? i've heard of them but don't remember who they are. +there is a chance i've seen them at satellite i guess. + +my, you are nosey. i have a little date tonight. wanna come along? + + +From: Margaret Allen@ENRON on 10/25/2000 09:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, as much as I would love to be insulted by you for several hours straight +tomorrow night, I have plans...actually, it's an Enron thing. A bunch of +people are going to the Continental Club to hear the El Orbits, which happens +to be my favorite band. You should come. + +What are your plans tonight, since I'm being nosey?! + +Trade them up Johnny, Margarita + + + + + John Arnold@ECT + 10/25/2000 07:34 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + + + + + + + + + + + +" +"arnold-j/_sent_mail/680.","Message-ID: <21422.1075857656322.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 03:36:00 -0800 (PST) +From: john.arnold@enron.com +To: mattc@elitebrokers.net +Subject: Enjoy Bud +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: mattc@elitebrokers.net +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/13/2001 11:36 +AM --------------------------- + + +Rory McCauley on 02/12/2001 01:47:46 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Enjoy Bud + + + - Jerky Boys - Prank Call to Chinese Restaurant.mp3 +" +"arnold-j/_sent_mail/681.","Message-ID: <24506788.1075857656344.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 23:46:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yesterday, Aquilla sold March at 5.77 and 5.76 for HeHub. Please change it +to Nymex" +"arnold-j/_sent_mail/682.","Message-ID: <4949589.1075857656365.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 09:27:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Enjoy Bud +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/12/2001 05:22 +PM --------------------------- + + +Rory McCauley on 02/12/2001 01:47:46 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Enjoy Bud + + + - Jerky Boys - Prank Call to Chinese Restaurant.mp3 +" +"arnold-j/_sent_mail/683.","Message-ID: <6315150.1075857656386.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 07:18:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: h/j/k +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it's one of those theoretically great trades, but those don't always work. +Still, I'll put it on and win 7 times out of 10. just so hard for the market +to rally the backwardation is so weak. can easily see h going under if no +weather appears. + + + + +slafontaine@globalp.com on 02/12/2001 09:41:04 AM +To: jarnold@enron.com +cc: +Subject: h/j/k + + + + wish i had let you buy all of them-cash supriingly weak to me. so i bailed on +the postion lost about 7 cts-not a disaster but a disappointment. +flat px looks like a pig here depite my not being overly bearish the +fundamentals. we hold or they take it down more?? + + + +" +"arnold-j/_sent_mail/684.","Message-ID: <6062410.1075857656408.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 06:55:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: dinner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i am free for drinks after work but have dinner plans + + + + +Caroline Abramo@ENRON +02/12/2001 01:28 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: dinner + +ok- no wednesday night- ha ha + +could you do thursday?? + +" +"arnold-j/_sent_mail/685.","Message-ID: <19675930.1075857656429.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 06:46:00 -0800 (PST) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the end of the season is typically the best month to hold. Even if the first +part of the summer is weak, people will be hesistant to sell the back half. +Same with the winter. That's why I'm long H2. It has good correlation with +the front on up moves and tends to hold value on the down move. + + + + + + From: Vladimir Gorny 02/12/2001 02:44 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Why Oct-01 and not any other Winter month? Vlady. + +" +"arnold-j/_sent_mail/686.","Message-ID: <14439596.1075857656451.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 06:44:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Liz: +I have 4 tickets for Destiny's child for you. They're pretty good seats. +I'll put these on hold while I still try to get a box... +John" +"arnold-j/_sent_mail/687.","Message-ID: <20641012.1075857656472.JavaMail.evans@thyme> +Date: Sun, 11 Feb 2001 23:40:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: I know it's a week away +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Cast +John Arnold +Bill Perkins +Dean Theriot (trainer) + +Dean: What's your favorite restaurant? +John: Why, are you trying to make Valentine's Day plans? +Dean : No. I'm ready. I've already bought a Valentine's card. +Bill : John's ready too. He already has his Valentine's hickey." +"arnold-j/_sent_mail/688.","Message-ID: <27776081.1075857656494.JavaMail.evans@thyme> +Date: Sun, 11 Feb 2001 23:29:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/12/2001 07:29 +AM --------------------------- + + +""Mark Sagel"" on 02/11/2001 08:00:51 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +FYI + - ng2001-0211.doc +" +"arnold-j/_sent_mail/689.","Message-ID: <23347680.1075857656515.JavaMail.evans@thyme> +Date: Sun, 11 Feb 2001 11:14:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you change my meeting with Sheriff's boys to Tueday after 3:00 from +Monday. +Also, stick me on thedistribution for the Enron press pack that has all the +articles in which Enron is mentioned. +Thanks" +"arnold-j/_sent_mail/69.","Message-ID: <26702401.1075857595677.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 05:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Implementation issue on IE5.0/5.5 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea, i'll talk to them. + +who should i call? + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/25/2000 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Implementation issue on IE5.0/5.5 + +John, + +Looks like IT has decided not to install Internet Explorer 5.5 after all. +The program is ready to go as soon as that is installed. Do you want to put +some pressure on them, or would you rather wait to see if they can fix it to +work on IE 5.0? You have 5.5 by the way, so I'm not quite sure what the +problem is. + + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + +----- Forwarded by Brian Hoskins/Enron Communications on 10/25/00 09:08 AM +----- + + John Cheng@ENRON + Sent by: John Cheng@ENRON + 10/24/00 08:52 PM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS + cc: Marlin Gubser/HOU/ECT@ECT + Subject: Re: Implementation issue on IE5.0/5.5 + +Brian, + +We are not good to go here. These are high profile traders and I do not want +to install IE55 just for this chatting application. I would like for +Fangming to resolve whatever the problem is with IE5 first and go from there. + +Again, sorry to be a pain and I understand your situation, but developers +should not develop applications with unsupported dependencies. + +-jkc + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/24/2000 03:44 PM +To: John Cheng/NA/Enron@Enron +cc: +Subject: Re: Implementation issue on IE5.0/5.5 + +John, + +So are we good to go to install IE 5.5? From you email yesterday, I was +under the impression that we were. I understand that you guys need to keep +the integrity of the system, but these guys really need this program ASAP. + +Again, if you need additional support, we can get that for you. Just let me +know what you need to resolve the problem. + +Thanks, +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming Zhu@ENRON + 10/24/00 02:38 PM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS, John +Cheng/NA/Enron@Enron@ENRON COMMUNICATIONS + cc: + Subject: Implementation issue on IE5.0/5.5 + +All, +As John suggested, I have contacted the Microsoft Expert on the IE 5.0/5.5 +issue early this morning. We actually had a conversition over the phone. I +also sent him E-mail to describe the problem. So far I haven't heard anything +from him yet. I adoult if he can solve the problem. In order to solve this +browser issue, I suggest we can have 5-10 traders to install IE5.5 on their +PC. If everything works fine, we can update everyone into IE5.5. It is really +not my decision weather or not to use IE5.0 or 5.5. Right now everything is +ready for users to test the application except the browser issue. + +Let me know when and how we are going to implement the messageboard +application. + +Thanks, + +Fangming + + + + + + + +" +"arnold-j/_sent_mail/690.","Message-ID: <18936962.1075857656536.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 07:22:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: Super Bowl +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you send it through lavo. he's suppose to pay for it. +thanks, +john + + + + +Liz M Taylor +02/09/2001 09:16 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Super Bowl + +Hi Johnnie, + +I think you may have encrypted your reply about the reimbursement of the air +fare from the Super Bowl. I was unable to read your response. Please send +again. + +Liz + +" +"arnold-j/_sent_mail/691.","Message-ID: <9742416.1075857656558.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 07:21:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ....what happens at La Strada STAYS at La Strada!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +imagine you have a gas well in the middle of west texas and you only have one +pipeline running to your well. the guy who owns the pipeline can fuck you +because you have no choice but to flow your gas that way. split connect +means you have at least 2 options to flow your gas so the price the producer +receives is more competitive and if anything happens to one pipeline you +don't have to shut your gas in because you move it to another pipe. + +i'm going out with my brother and sime guys from work tonight. are you free +saturday day and night? + + + + +""Jennifer White"" on 02/09/2001 11:42:51 AM +To: john.arnold@enron.com +cc: +Subject: Re: ....what happens at La Strada STAYS at La Strada!!! + + +'Split connect' isn't in my petroleum industry dictionary. I'm counting +on you for a definition. + +Do you have plans tonight? + + +---- ""Jennifer Brugh"" wrote: +> Hey gang, +> +> We are set for brunch on Sunday at La Strada on Westheimer at 1:00. +> Please, +> please, please be there by 1:00 or we lose the table, remember what +> happened last time! +> +> Looking forward to it! +> +> Jennifer +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/692.","Message-ID: <28714423.1075857656580.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 06:40:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Gas Message Board +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea + + + + +Ina Rangel +02/09/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Message Board + +John, + +Is it okay to set up these guys on the gas message board? + +-Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 02/09/2001 02:02 PM +--------------------------- + + Enron Capital & Trade Resources + Canada Corp. + + From: Ryan Watt 02/09/2001 02:03 PM + + +To: Ina Rangel/HOU/ECT@ECT +cc: +Subject: Gas Message Board + +Hi Ina, +the following need access to this please: + +John McKay jmckay1 +Chris Lambie clambie +John Disturnal jdistur +Mike Cowan mcowan1 +Ryan Watt rwatt +Chad Clark cclark5 +Lon Draper ldraper +Jeff Pearson jpearso3 +Jai Hawker jhawker + +Thanks! +Ryan + + + + +" +"arnold-j/_sent_mail/693.","Message-ID: <23478641.1075857656601.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 04:33:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you change #23 and #375 to Nymex" +"arnold-j/_sent_mail/694.","Message-ID: <5411756.1075857656623.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 00:16:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com, dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin, Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you change deal 27 (paribas) today to NYMEX from gas daily" +"arnold-j/_sent_mail/695.","Message-ID: <22872414.1075857656645.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 23:41:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey hon: +had a great time last night. you're one ok chick. +john" +"arnold-j/_sent_mail/696.","Message-ID: <17095062.1075857656667.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 07:36:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think taking a cab is more convenient assuming we can find one on the way +back. + + +From: Margaret Allen@ENRON on 02/08/2001 01:27 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Kim and I are going from here. We were debating sharing a cab, or taking the +bus from Enron Field. Any preference? + + + + + John Arnold@ECT + 02/08/2001 10:25 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +cute girlfriends.... I'm in + + +From: Margaret Allen@ENRON on 02/08/2001 09:38 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Oh, I was going to tell you that your invitation gives you the ability to +invite a guest so if you wanted to bring Jennifer, you can. But, I do have +cute girlfriends going with me, so if you just want to go with us -- that +will be fun! I'm planning on leaving here around 6 -- you want to go with +me?? + + + + + John Arnold@ECT + 02/08/2001 09:29 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +cute girlfriends.... I'm in + + + + + + + + +" +"arnold-j/_sent_mail/697.","Message-ID: <23667211.1075857656689.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 03:53:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: spreads +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think we would rally if march were the only thing traded. Problem is +summer and on out so weak. trade scale up seller of jv as it gets close to +600. some customer selling in cal 2. so h/j and j/k need to blow out +because no other spread is moving. i'm a seller of j/k so h/j needs to +blow. all other trade is scale up seller of that so it can move but slowly. +it's a struggle each penny at this point. at least one spread needs to break +if we're going to run and i don't see that happening. + + + + + +slafontaine@globalp.com on 02/08/2001 11:20:40 AM +To: John.Arnold@enron.com +cc: +Subject: Re: spreads + + + +i think we rally a little from here this pm-that said i dont think mar/may +gonna +movre up much unless we see cash start to improve.. any thots on east cash? +its +a pig-of course no loads. whats gonna be the driver for march/apr from here +you +think? + + + +" +"arnold-j/_sent_mail/698.","Message-ID: <20589038.1075857656710.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 02:25:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cute girlfriends.... I'm in + + +From: Margaret Allen@ENRON on 02/08/2001 09:38 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Oh, I was going to tell you that your invitation gives you the ability to +invite a guest so if you wanted to bring Jennifer, you can. But, I do have +cute girlfriends going with me, so if you just want to go with us -- that +will be fun! I'm planning on leaving here around 6 -- you want to go with +me?? + + + + + John Arnold@ECT + 02/08/2001 09:29 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +cute girlfriends.... I'm in + + + +" +"arnold-j/_sent_mail/699.","Message-ID: <26669022.1075857656732.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 01:29:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cute girlfriends.... I'm in" +"arnold-j/_sent_mail/7.","Message-ID: <29406139.1075857594335.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:13:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:f/g +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +absolutely agree. the thought is always, even if cash is piece of shit +today...wait until the future. here's my question: what is the environment +whereby f/g is worth $.50. is there a market scenario where this happens? + + + + +slafontaine@globalp.com on 12/12/2000 03:22:07 PM +To: slafontaine@globalp.com +cc: jarnold@enron.com +Subject: re:f/g + + + +if you havent read this yet youl think im brilliant-too bad i didnt short +jan/feb or apr/may! + + + + + +Steve LaFontaine +12/12/2000 07:49 AM + +To: jarnold@enron.com +cc: +Fax to: +Subject: re:f/g + + +other question and reason i dont do anything with jan/feb is whats gona make +the +mkt bearish the feb? perception is stx get titire so inverses grow.. only +thing +i can think of is will they get concerned over this industrial slowdown going +forward and weather going above-i struggle generally tho is weather was still +so +warm last year hard to get overly bearish rest of the winter from a y on y +standpoint + + + +Steve LaFontaine +12/11/2000 09:18 PM + +To: John.Arnold@enron.com +cc: +Fax to: +Subject: re:summer inverses (Document link not converted) + +wish i had a stronger view-my view combined with year end give me just strong +enuf bias not to do anything. its nuts-but you pted out something a while back +is this indistries abilty to keep a contango-we dont have that but they +certainly doing their best. for cash to be at huge premiums and cold weather +up +front like we have nt had in years, 15 dollar ny, 50 socal, 10 buck hub-shit +whats it take, not like theres huge spec lenght left. + i guess to the extent mkt is sooo concerned about running out in +march-they +gonna keep a huge premium in whats left of the winter strip vs summer, and +they +shud. cash loan deals have to keep hedged lenght in mar there fore makes em +strong so long as they stay way below ratchets. other thing worries me about +jan +is cash tite but will steadily get some relief from switching, proocessing +margins negtive , dist, resid, nukes coming up, then on day we come in and +they +say weather going above normal 1 st 10 days of jan... BAM guess they wack it. + +and yes apr/may i think is nuts, mar/apr i dont in part cuz apr whud be a +dog. i +cant figure out how and when best way to short it/hedge my bet + + dont know-im leaving it alone, the cash makes it a jan/feb a compelling but +too many ifs, yes and dec/jan expirey, wud have thot cash wud recverse the +psychology. but not. im pretty lost john and the risks are bigger than i care +to +take till january-spending next cuplpa weeks formulating some long term +strategies in both natgas and oil. and try not to gain anymore weight before +the +new year. + + + + + + + + + + +" +"arnold-j/_sent_mail/70.","Message-ID: <30280510.1075857595699.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 05:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The el orbits, eh? i've heard of them but don't remember who they are. +there is a chance i've seen them at satellite i guess. + +my, you are nosey. i have a little date tonight. wanna come along? + + +From: Margaret Allen@ENRON on 10/25/2000 09:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, as much as I would love to be insulted by you for several hours straight +tomorrow night, I have plans...actually, it's an Enron thing. A bunch of +people are going to the Continental Club to hear the El Orbits, which happens +to be my favorite band. You should come. + +What are your plans tonight, since I'm being nosey?! + +Trade them up Johnny, Margarita + + + + + John Arnold@ECT + 10/25/2000 07:34 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + + + + + + +" +"arnold-j/_sent_mail/700.","Message-ID: <6155033.1075857656754.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 23:26:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: EarthSAT UPDATE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +we need one more good shot of cool air to ensure complete and utter chaos for +the next 10 months. hopefully this is it. +you gotta love heffner...'if we take out the jan 31 low there is NO WAY +anything bullish can happen' + + + + + +slafontaine@globalp.com on 02/08/2001 05:28:02 AM +To: jarnold@enron.com +cc: +Subject: EarthSAT UPDATE + + + +thats what we wanna hear +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/08/2001 +06:27 AM --------------------------- + + +""Matt Rogers"" on 02/08/2001 03:46:47 AM + +To: mrogers@earthsat.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: EarthSAT UPDATE + + + + +This morning's 6-10 day forecast models are showing somewhat better +agreement. All three models move the main cold trough axis to the Great +Lakes area by the last half of the period. This shift allows for cold +Polar/Arctic air to pour into the Midwest and Northeastern states by +days 9 and 10 (as early as day 8 on the American). The Canadian and +European continue more troughing in the southern branch in the +Southwestern states, keeping that area cool, but also forcing continued +ridging in the Southern states--from Texas to the Southeast--keeping +them warmer and away from the cold. The American eliminates this +southern branch cold air protection early (by day 8), while the Canadian +breaks it down by day 10, implying that even the South would see cold +weather at the beginning of the 11-15 day period. The European appears +to hold out the longest in bringing cold air to the South. In all cases, +the West Coast should see some gradual warming by late in the period. +All three models also continue a very amplified flow pattern in Canada +with a plentiful supply of strong, cold air. + +More details, including early information from the ensembles, will be +available with the 6:30am ET release. + +-Matt Rogers + + + + + +" +"arnold-j/_sent_mail/701.","Message-ID: <32891809.1075857656775.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 09:03:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: continental-delta article +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +split connect" +"arnold-j/_sent_mail/702.","Message-ID: <3383202.1075857656796.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 06:32:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: weather pop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you fucker that's my trade. i was trying to buy nines the last 20 minutes. +all i got was scraps. 50-100. i think it's a great trade. + + + + +slafontaine@globalp.com on 02/07/2001 01:41:44 PM +To: John.Arnold@enron.com +cc: +Subject: Re: weather pop + + + +that is nuts-good sale-im gonna sell jun or july otm calls at some point + + + +" +"arnold-j/_sent_mail/703.","Message-ID: <20271646.1075857656818.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 06:18:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: weather pop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +this is the move i was talking about. v/x implicitly trading 5.5 right now +because cal 2 is weak. some sell side deal got done there but jv is strong" +"arnold-j/_sent_mail/704.","Message-ID: <27412949.1075857656839.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 05:34:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: weather pop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just sold 500 q/u at .05 that was the pop i'm looking for" +"arnold-j/_sent_mail/705.","Message-ID: <27097403.1075857656860.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 02:16:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: Destiny's Child +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you will have 4 tix. make your plans + + + + +Liz M Taylor +02/07/2001 09:08 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Destiny's Child + +John, + +Any word on the tickets? If I can get just four that would be just fine. If +not, please no worries. Many Thanks, Liz + +" +"arnold-j/_sent_mail/706.","Message-ID: <25312358.1075857656882.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 02:12:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: continental-delta article +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +but what's a pig? + + + + +""Jennifer White"" on 02/07/2001 08:43:52 AM +To: john.arnold@enron.com +cc: +Subject: continental-delta article + + +http://cnnfn.cnn.com/2001/02/03/deals/wires/delta_wg/index.htm + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/707.","Message-ID: <21723237.1075857656903.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:43:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: diff topic +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think you're absolutely right about q/u. again just a question of when to +put it on. Seems as if I'm always on the offer of that spread. yesterday i +had a 4.5 offer all day and i think i got 50 or so. i can almost leg it +better by buying winter and selling summer and the j/q spread. i would like +to see it widen another penny before stepping in and i think with the +weakness in the winter and relative weakness of cal 2, on any rally that +could happen. + +was that you on the q/u/v fly yesterday?" +"arnold-j/_sent_mail/708.","Message-ID: <30235823.1075857656925.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:30:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: diff topic +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ok. + + + + +slafontaine@globalp.com on 02/05/2001 08:18:35 PM +To: John.Arnold@enron.com +cc: +Subject: Re: diff topic + + + +thats my approach-i know youre doing well but i have no idea how well. let me +put it to you this way completely between you and me. i have every expectation +of making myself about a a myn this year(dont want to jinx myself). ive herd +suggestions that this new deal cud be better cuz of the guarantees + bonus. i +dont know yet, hasnt been offered or even discussed directly. but if it does +and +its very good they gonna need a ngas guy in houston. i think we could put +together a hell of a us team. ill let you know if/when i find out more if that +interests you. wouldnt be alot different from the job role you are currently +in.. + + + +" +"arnold-j/_sent_mail/709.","Message-ID: <25172845.1075857656947.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:27:00 -0800 (PST) +From: john.arnold@enron.com +To: begone@cliffhanger.com +Subject: remove from email list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: begone@cliffhanger.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remove from email list" +"arnold-j/_sent_mail/71.","Message-ID: <4471379.1075857595720.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 04:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Your Brother +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/25/2000 11:34 +AM --------------------------- + + +Lauren Urquhart +10/25/2000 11:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Your Brother + +John + +I am the assistant to John Sherriff. + +John mentioned to me yesterday that your brother was going to contact us via +e-mail. + +We have not receieved or heard anything. + +Communication is required here. + +Please have your brother call me on 0207-783 7359 or e-mail me at the above +address on John on john.sherriff@enron.com. + +Thank you! + +Lauren +" +"arnold-j/_sent_mail/710.","Message-ID: <25732708.1075857656969.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 05:15:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: daily charts and matrices as hot links 2/6 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't care about the front. i think its vulnerable to a good short squeeze +like we saw on thruday and friday. trade is getting short in here with cash +such a piece. if weather ever changes, which the weather boys are saying it +might in 2 weeks, the cash players are going to be big buyers. don't really +want to carry length on the way down waiting for that to happen though. +Backs are crazy stong. cal 3 traded as high as +10. everybody a buyer as +california trying to buy any fixed price energy they can find + + + + +slafontaine@globalp.com on 02/06/2001 11:19:45 AM +To: John.Arnold@enron.com +cc: +Subject: Re: daily charts and matrices as hot links 2/6 + + + +that made me laugh-good point. any strong view on ngas flat px? cuz i dont-but +seems hard so see it rally much with cash such a dog. + + + + +John.Arnold@enron.com on 02/06/2001 11:59:31 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: daily charts and matrices as hot links 2/6 + + + + + + +he sends me his stuff... i like him because he's willing to take a stand. +so many technicians bullshit their way ""support at 5400-5600 but if it +breaks that look for 5250"". if every technician put specific trades on a +sheet with entry and exit points and published them every day, a lot of +people would be unemployed. + + + + +slafontaine@globalp.com on 02/06/2001 07:24:43 AM + +To: jarnold@enron.com +cc: +Subject: daily charts and matrices as hot links 2/6 + + + +you mite already get this, if not ill be happy to forward so let me know. +interesting comments on both gas and crude for the timing of seasonal lows +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/06/2001 +08:23 AM --------------------------- + + +SOblander@carrfut.com on 02/06/2001 07:55:39 AM + +To: soblander@carrfut.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: daily charts and matrices as hot links 2/6 + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude12.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas12.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil12.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded12.pdf +Spot Natural Gas http://www.carrfut.com/research/Energy1/spotngas12.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix12.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG12.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL12.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + + + + + + + + +" +"arnold-j/_sent_mail/711.","Message-ID: <6552660.1075857656991.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 02:59:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: daily charts and matrices as hot links 2/6 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +he sends me his stuff... i like him because he's willing to take a stand. so +many technicians bullshit their way ""support at 5400-5600 but if it breaks +that look for 5250"". if every technician put specific trades on a sheet with +entry and exit points and published them every day, a lot of people would be +unemployed. + + + + +slafontaine@globalp.com on 02/06/2001 07:24:43 AM +To: jarnold@enron.com +cc: +Subject: daily charts and matrices as hot links 2/6 + + + +you mite already get this, if not ill be happy to forward so let me know. +interesting comments on both gas and crude for the timing of seasonal lows +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/06/2001 +08:23 AM --------------------------- + + +SOblander@carrfut.com on 02/06/2001 07:55:39 AM + +To: soblander@carrfut.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: daily charts and matrices as hot links 2/6 + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude12.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas12.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil12.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded12.pdf +Spot Natural Gas http://www.carrfut.com/research/Energy1/spotngas12.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix12.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG12.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL12.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + + +" +"arnold-j/_sent_mail/712.","Message-ID: <4922664.1075857657015.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 02:44:00 -0800 (PST) +From: john.arnold@enron.com +To: diana.mclaughlin@enron.com, dutch.quigley@enron.com +Subject: swaps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Diana McLaughlin, Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/06/2001 10:44 +AM --------------------------- + + +Parker Drew on 02/06/2001 09:58:41 AM +Please respond to Parker.Drew@msdw.com +To: john.arnold@enron.com, Kenneth E Girdy +cc: +Subject: swaps + + +Deals #852287, 851654, 851191 unintentionally were traded as Gas Daily +swaps instead of last day average swaps. Could you see to it that they +are switched. Thank you. Parker + +" +"arnold-j/_sent_mail/713.","Message-ID: <23550823.1075857657037.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 02:44:00 -0800 (PST) +From: john.arnold@enron.com +To: parker.drew@msdw.com +Subject: Re: swaps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Parker.Drew@msdw.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +will do + + + + +Parker Drew on 02/06/2001 09:58:41 AM +Please respond to Parker.Drew@msdw.com +To: john.arnold@enron.com, Kenneth E Girdy +cc: +Subject: swaps + + +Deals #852287, 851654, 851191 unintentionally were traded as Gas Daily +swaps instead of last day average swaps. Could you see to it that they +are switched. Thank you. Parker + + +" +"arnold-j/_sent_mail/714.","Message-ID: <10618229.1075857657058.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 09:11:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: FW: A crossroads we have all been at ... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 05:11 +PM --------------------------- + + +slafontaine@globalp.com on 02/03/2001 01:45:57 PM +To: dwight.anderson@tudor.com, jarnold@enron.com, +julian.barrowcliffe@bankamerica.com, scipa@aol.com, coxjgc@cs.com, +cdownie@carrfut.com, bob.jonke@db.com, morse_leavenworth@cargill.com, +jlynch@powermerchants.com, gajewsM@er.oge.com, rick_mcconn@reliantenergy.com, +jason.mraz@tudor.com, smurray@carrfut.com, bill.overton@williams.com, +jpotieno@cmsenergy.com, mjw@vitol.com, dwolfert@cinergy.com, +wormsb@kochind.com, hazagaria@equiva.com +cc: +Subject: FW: A crossroads we have all been at ... + + + +but we all know ourselves which way we turned most often + + + + + - Crossroads.jpg +" +"arnold-j/_sent_mail/715.","Message-ID: <18120216.1075857657080.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 09:10:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: diff topic +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +probably not. it would have to have a lot of upside. never hurts to listen +though + + + + +slafontaine@globalp.com on 02/05/2001 07:45:28 AM +To: John.Arnold@enron.com +cc: +Subject: Re: diff topic + + + +i was in ny friday-had an interesting conversation with a company. would there +ver be a cirmcumstanbce in which you would consider leaving your currant +situation? dont have to say on this and this is purely preliminary but you +came +to mind . just a yes or no at this stage would do. ill let you more later on +phone. + + + +" +"arnold-j/_sent_mail/716.","Message-ID: <6449298.1075857657101.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 05:00:00 -0800 (PST) +From: john.arnold@enron.com +To: fletcher.sturm@enron.com, larry.may@enron.com +Subject: re: options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher J Sturm, Larry May +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mr Sturm: +Due to the California power crisis, Enron Gas Trading is unable to extend +sell authorization on options to Enron Power Trading. Please call if you +should desire to sell any options and credit will be extended on a +trade-by-trade basis. We apologize for any inconvience. +Sincerely: +John Arnold +Vice President, Gas Trading +Enron North America +---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 12:55 +PM --------------------------- + + +Larry May@ENRON +02/05/2001 12:51 PM +To: Stephanie Sever/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT +Subject: re: options + +Please enable Flecther Sturm to sell options +" +"arnold-j/_sent_mail/717.","Message-ID: <12541953.1075857657123.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 03:43:00 -0800 (PST) +From: john.arnold@enron.com +To: neal.wood@usa.conoco.com +Subject: Re: APR01-MAR02 Strip, varying monthly volumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Wood, Neal"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Neal: +Referencing Apr-Oct 5315/35 and Nov-Mar 534/536, on the following volumes I +am 533/536. Feel free to call to transact. 713-853-3230 + + + + +""Wood, Neal"" on 02/05/2001 11:33:51 AM +To: ""'john.arnold@enron.com'"" +cc: +Subject: APR01-MAR02 Strip, varying monthly volumes + + +John, + +I am interested in purchasing the following APR01-MAR02 NYMEX strip: + +APR 2001 US Gas Swap NYMEX 86,650 MMBtu per month +MAY 2001 US Gas Swap NYMEX 69,018 +JUN 2001 US Gas Swap NYMEX 38,820 +JUL 2001 US Gas Swap NYMEX 36,927 +AUG 2001 US Gas Swap NYMEX 41,019 +SEP 2001 US Gas Swap NYMEX 49,938 +OCT 2001 US Gas Swap NYMEX 76,252 +NOV 2001 US Gas Swap NYMEX 103,140 +DEC 2001 US Gas Swap NYMEX 113,696 +JAN 2002 US Gas Swap NYMEX 119,015 +FEB 2002 US Gas Swap NYMEX 105,902 +MAR 2002 US Gas Swap NYMEX 110,769 + 950,146 MMBtu Total + +If interested, please indicate Enron's offer as well as where you're +offering the summer and winter strips online at the time. + +Thanks in advance, + +Neal Wood +Conoco Inc. +281-293-1975 + +" +"arnold-j/_sent_mail/718.","Message-ID: <3677051.1075857657147.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 23:31:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: v/x +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no... i went with matt thurell from koch. they've got some corporate +townhouse out there. very nice. good to see the old days of waste aren't +completely gone yet. + + + + +slafontaine@globalp.com on 02/05/2001 06:59:36 AM +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +did you happen too meet my friend dwight anderson down there? a good guy. im +gonna take a wild gues since he was there and you were there and hes an enron +customer there is a good chance you guys were in the same place!! i got to +stay +at one of those swanky enron beaver creek chalets a few years ago so i know +whats up. + this weather disappoints again. + + + + +John.Arnold@enron.com on 02/04/2001 10:13:24 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: v/x + + + + + +i actually started writing this on thursday. got distracted and left late +morning to go to Vail. Apparently I missed a little craziness. My point +on v/x is that forward spreads, months 3/4 and back, don't necessarily +trade on value, they trade on drawing a forward curve that makes +equilibrium between hedging and spec demand. Look at k/m... do you think k +cash will average 3 cents above m. i don't really see that scenario. yet +that's what it is worth because the market says jv is worth $x and to get +there k/m=3. The same argument applies to v/x. i think this summer will +be exceptionally strong as we try to inject 2 bcf/d more gas than last +year. But cal 2 will lag the move. It's the main thing customers are +selling right now because every equity analyst and even Pira are telling +their customers that cal 2 will average 3.50. so either the v/x and x/z +spreads come in or f/g g/h h/j blow out. After this winter, who in there +right mind wants to buy f/g or g/h again. my thought is that the primary +juice will be h/j but v/x and x/z will be under some pressure. i'm a +seller at 9 and buyer at 5-6. Not much in it either way though. + + + + +slafontaine@globalp.com on 01/31/2001 04:47:22 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med +longer +term. we inject like mad early summer-economy stays crappy the frot of the +curve +gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep + scenario 2-they dont enject what they want-oct /nov wil stay tite +between say +3-and 10 cts like this year but man after this winter they will panic at +some +point and buy the hell out of the winter strip and blow out oct /nov to 30 +cts +cuz they panic. to me if that one was to ever backwardate it was this +summer-low +low stx and injections and they still blew out cuz they panicked about +winter-as +we see this winter now for good reason..?? capeche? i thinkit a win win + + you still in the damn mar/apr-i only sold a little prenumber-cant beleive +how +this got killed after-what changed?? from 1:30 to 2:05 + + + + +John.Arnold@enron.com on 01/31/2001 05:41:45 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: v/x + + + + + +quit pressuring them i want to sell some too. actually sold a few at 9 +on the close + + + + +slafontaine@globalp.com on 01/31/2001 12:40:07 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it +keeps +coming in. ill tell you why later + + + + + + + + + + + + + + + + + + + +" +"arnold-j/_sent_mail/719.","Message-ID: <26491600.1075857657169.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 23:30:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 2/5 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 07:30 +AM --------------------------- + + +SOblander@carrfut.com on 02/05/2001 07:11:21 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 2/5 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude11.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas11.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil11.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded11.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix11.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG11.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL11.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/72.","Message-ID: <22102568.1075857595741.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 01:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +lumber" +"arnold-j/_sent_mail/720.","Message-ID: <10575541.1075857657190.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 13:15:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/04/2001 09:12 +PM --------------------------- + + +""Mark Sagel"" on 02/04/2001 09:03:25 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +? + - ng2001-0204.doc +" +"arnold-j/_sent_mail/721.","Message-ID: <5307647.1075857657213.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 13:13:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: v/x +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i actually started writing this on thursday. got distracted and left late +morning to go to Vail. Apparently I missed a little craziness. My point on +v/x is that forward spreads, months 3/4 and back, don't necessarily trade on +value, they trade on drawing a forward curve that makes equilibrium between +hedging and spec demand. Look at k/m... do you think k cash will average 3 +cents above m. i don't really see that scenario. yet that's what it is +worth because the market says jv is worth $x and to get there k/m=3. The +same argument applies to v/x. i think this summer will be exceptionally +strong as we try to inject 2 bcf/d more gas than last year. But cal 2 will +lag the move. It's the main thing customers are selling right now because +every equity analyst and even Pira are telling their customers that cal 2 +will average 3.50. so either the v/x and x/z spreads come in or f/g g/h h/j +blow out. After this winter, who in there right mind wants to buy f/g or g/h +again. my thought is that the primary juice will be h/j but v/x and x/z will +be under some pressure. i'm a seller at 9 and buyer at 5-6. Not much in it +either way though. + + + + +slafontaine@globalp.com on 01/31/2001 04:47:22 PM +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med +longer +term. we inject like mad early summer-economy stays crappy the frot of the +curve +gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep + scenario 2-they dont enject what they want-oct /nov wil stay tite between +say +3-and 10 cts like this year but man after this winter they will panic at some +point and buy the hell out of the winter strip and blow out oct /nov to 30 cts +cuz they panic. to me if that one was to ever backwardate it was this +summer-low +low stx and injections and they still blew out cuz they panicked about +winter-as +we see this winter now for good reason..?? capeche? i thinkit a win win + + you still in the damn mar/apr-i only sold a little prenumber-cant beleive how +this got killed after-what changed?? from 1:30 to 2:05 + + + + +John.Arnold@enron.com on 01/31/2001 05:41:45 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: v/x + + + + + +quit pressuring them i want to sell some too. actually sold a few at 9 +on the close + + + + +slafontaine@globalp.com on 01/31/2001 12:40:07 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it +keeps +coming in. ill tell you why later + + + + + + + + + + + +" +"arnold-j/_sent_mail/722.","Message-ID: <17952105.1075857657235.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:43:00 -0800 (PST) +From: john.arnold@enron.com +To: jerryrice@israd.2ndmail.com +Subject: Remove +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: jerryrice@israd.2ndmail.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +jerryrice@israd.2ndmail.com on 01/29/2001 03:23:57 PM +Please respond to jerryrice@israd.2ndmail.com +To: +cc: =20 +Subject: Direct your own XXX movie! 15956 + + + + + +NEW NEW SEX Thing!!!=20 + +Become Director of Your Own Movie!=20 + +For all those who love sex, crazy ideas, and games=20 +we have thought up something new for you.=20 + +Every day you can pick from our range of over thirty models, which are=20 +changed=20 +every month, and become a screenwriter and director of your own film.=20 + +Like the idea? So why not take part?=20 + +All you have to do is write a two-minute film script, choose your cast=20 +(combinations of up to six people, regardless of sex) and send it off to us= +.=20 +Within 2 days we will send you the completed film. It sounds so promising= +=20 +and easy, and it really is!=20 + +After paying a membership fee we will be ready at your beck and call=20 +to act out your screenplay.=20 + +You can combine your models any way you want - they are all bisexual=20 +and do anything, including extreme S&M.=20 + +Films are delivered electronically. You will recieve email with link to=20 +download the movie. Sample of the scripts are in free section on our pages= +=20 +www.xmoviedirector.com=20 + +You can see the movies and compare with the scripts. There are other free= +=20 +videos (every week new five small videos) and galleries with S=02?pictures.= +=20 + +visit us at our website www.xmoviedirector.com=20 + +#######################################################################=20 +To discontinue receipt of further notice and to be removed from our databas= +e,=20 +please=20 +reply with the word Remove in subject. Or call us at #954/340/1628 leave yo= +ur=20 +email=20 +address for removal from the database and future mailings. Any attempts to= +=20 +disrupt=20 +the removal email address etc., will not allow us to be able to retrieve an= +d=20 +process=20 +the remove requests.=20 +####################################################################### + +? + + +? + +? + +? + +" +"arnold-j/_sent_mail/723.","Message-ID: <33145207.1075857657280.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:41:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: v/x +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +quit pressuring them i want to sell some too. actually sold a few at 9 on +the close + + + + +slafontaine@globalp.com on 01/31/2001 12:40:07 PM +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it keeps +coming in. ill tell you why later + + + +" +"arnold-j/_sent_mail/724.","Message-ID: <814244.1075857657302.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 04:28:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: h/j +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +agree guys are short h/j. hard to see a big move with cash/futures trading +flat. agree that it has some squeeze potential though. Started moving today +as, simultaneously, march started running up and j aron won a big customer +deal. customer, maybe a hedge fund, bot 1000+ jv 450 puts. weather +frustrating me too. a little long but it's in the backs so I haven't been +hurt. Sure would be nice to get some more weather and have this thing start +going crazy again. Seen liquids processing come back on at these levels. +Would guess more than 50% has from peak. Industrial demand different story. +industrial economy just so weak that many petchems and others are burning +less because of their markets, not fuel costs. Chrystler is a prime +example. Any switching back to gas from industrial or switching back to +domestic production from overseas muted by weak economy. + + + + +slafontaine@globalp.com on 01/31/2001 10:46:50 AM +To: jarnold@enron.com +cc: +Subject: h/j + + + +ive been short side just reversed in case weather-plus i think everyone and +his +brother short h/j agree? mite take a loss on it but seems low risk next day or +two from 45 cts. this weather pissing me off tho. you see much industrial +demand +and changeover in fuel switching t this feb -mar px level? my sources saying +yes. hope all is well. talk soon + + + +" +"arnold-j/_sent_mail/725.","Message-ID: <28351918.1075857657323.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 02:58:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: Re: Sherry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +we have 4 do you want them? + + + + +Errol McLaughlin@ENRON +01/31/2001 08:56 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Sherry + +thanks + +" +"arnold-j/_sent_mail/726.","Message-ID: <4200629.1075857657344.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 00:44:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: Re: Sherry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i got 2 for tomorrow." +"arnold-j/_sent_mail/727.","Message-ID: <1460363.1075857657366.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 00:24:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: Re: Sherry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i will try to get tomorrow. if not, is another day okay? + + + + +Errol McLaughlin@ENRON +01/31/2001 07:46 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Sherry + +John, + +Could you do me a big favor. Sherry has been really working hard and doing a +good job. Do you think that you could talk with one of your contacts and get +her a pair of Rockets tickets. I know they are a playing the Clippers +tommorrow night. I know that no one else wants to see the Clippers, but +she's never been to a game and would really appreciate it. + +Thanks, + +Errol, X5-8274 + +" +"arnold-j/_sent_mail/728.","Message-ID: <16040614.1075857657388.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 09:46:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: smith barney AAA +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Contact Andy Rowe at 713 966 2107. +They are a medium term fundamental energy player. They have never indicated +any interest in anything besides nymex or hub gas daily, but that may +change. They have interest in trading on EOL but have not gotten approval +yet. + + + + +Caroline Abramo@ENRON +01/28/2001 03:37 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: smith barney AAA + +John- can you give me the name of your business line contact there, job +function and phone number? Also, whatever you know about their trading +style- are they macro, program, technical? Would they be interested in the +same service we give Tudor, i.e do they want a salesperson to bring them +ideas from our various trading groups?? Do they want to trade on-line or are +they already?? + +Based on what you come back with, I'll give a call over there and see how I +can resurrect the ISDA negotiations and get them trading... + +Talk to you Monday, +CA + +" +"arnold-j/_sent_mail/729.","Message-ID: <18298975.1075857657409.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 09:39:00 -0800 (PST) +From: john.arnold@enron.com +To: ampaez@earthlink.net +Subject: Re: Girlie Magazines +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Angelica Paez @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thank you four you're note. i am only twelv years old so i wont bid anymore. +i am sorry. + + + + +Angelica Paez on 01/25/2001 09:35:23 PM +To: +cc: +Subject: Girlie Magazines + + +Since you are my high bidder on the girlie magazines, it is of utmost +importance that you be of 21 years of age or older due to graphic material. +If scantily clad gals offend you or you are of a religious nature, please do +not bid further. On the other hand, if you like it, bid on! Thank you. +-- +--- +Angelica M. Paez + + + +" +"arnold-j/_sent_mail/73.","Message-ID: <30310126.1075857595763.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 00:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts, perpetual gasoline and nat gas strip matrix as hot + links 10/25 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/25/2000 07:34 +AM --------------------------- + + +SOblander@carrfut.com on 10/25/2000 07:02:54 AM +To: soblander@carrfut.com +cc: +Subject: daily charts, perpetual gasoline and nat gas strip matrix as hot +links 10/25 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude72.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas72.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil72.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded72.pdf +Stripmatrix http://www.carrfut.com/research/Energy1/Stripmatrix72.pdf + +Perpetual Gasoline http://www.carrfut.com/research/Energy1/perpetual +gasoline72.pdf + +" +"arnold-j/_sent_mail/730.","Message-ID: <24512879.1075857657431.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 05:05:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Access training - please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +check with mike and dutch. can they come any earlier? + + + + +Ina Rangel +01/30/2001 12:31 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Access training - please respond + +John, + +The guy from Nymex can not come until next week, Thursday 2/8/01 at 4:00. +It will last at a minimum of three hours and a maximum of 4 hours (which is +unlikely). + There is nothing on your calendar for that day. Will this day and time work +for you? Let me know and then I will send an email out to the desk to make +arrangements to attend the meeting that day. + +-Ina + + +" +"arnold-j/_sent_mail/731.","Message-ID: <6650377.1075857657453.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 08:06:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you're done + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +does this mean that you are a seller at 70% of the number you put in your +retail column?? If so.... + +i will take + +PJ Fluer +Dom +La Grande Dame + +the cristal looks a little pricey @ 200, but @ 140 i'll take that too. + + + + +John Arnold +01/22/2001 09:37 PM +To: Greg Whalley/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT +cc: +Subject: + +Gentlemen: +The following champagne is available at 70% of approximate retail price. Also +have interest in trading for red wine. Retail prices derived from Spec's +website or Winesearcer.com. Wine has been stored at temperature controlled +private wine storage facility. + + +Quan Vintage Wine Retail +3 1990 Perrier Jouet Brut Fleur de Champagne 110 +1 1988 Piper Heidsek Reserve 65 +2 1990 Dom Perignon 125 +1 1990 Veuve Cliquot Ponsardin La Grande Dame 100 +1 1988 Taittenger Millesine Brut 85 +1 1992 Jacquart Millesine 29 +3 1990 Roederer Cristal 200 + +Any interest?? + + + + +" +"arnold-j/_sent_mail/732.","Message-ID: <3082752.1075857657474.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 04:07:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Eloy Escobar Review +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please respond to Jennifer +---------------------- Forwarded by John Arnold/HOU/ECT on 01/26/2001 12:06 +PM --------------------------- + + + + From: Jennifer Fraser 01/26/2001 11:04 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Eloy Escobar Review + +Are you going to do this? I am happy to--- I just need you to print the +forms--- i'll do it and we can jointly sign and keep everyone happy. IF it's +okay with you I am going to give him his numbers +JF +" +"arnold-j/_sent_mail/733.","Message-ID: <3786424.1075857657496.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:54:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +I just briefed Lavorato on the credit issues. His comment was that Bradford +is going through defcom 3 over California right now and to give him a week +when things start to get sorted out there. +John" +"arnold-j/_sent_mail/734.","Message-ID: <19233791.1075857657517.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:51:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com, jay.webb@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper, Jay Webb +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Guys: +We are going to run EOL on Sunday from 2-4 pm due to the big game. Can you +post a message on EOL to that respect. +Thx, +John" +"arnold-j/_sent_mail/735.","Message-ID: <32494374.1075857657538.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:49:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Greg: +Somehow I talked Lavo into it. Can you reserve your jet for this Sunday +around midnight? +Thanks, +John" +"arnold-j/_sent_mail/736.","Message-ID: <1011466.1075857657560.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:47:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +huh? + + + + + + From: Jennifer Fraser 01/24/2001 01:57 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +have you considered GD vs HO daily (HH vs NYHO) + +" +"arnold-j/_sent_mail/737.","Message-ID: <21173305.1075857657581.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 01:48:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: KCS VPP +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/24/2001 09:52 +AM --------------------------- + + + + From: Ross Prevatt 01/24/2001 08:19 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: KCS VPP + + +" +"arnold-j/_sent_mail/738.","Message-ID: <14998545.1075857657603.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 01:23:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +make that 450 @ 11.75" +"arnold-j/_sent_mail/739.","Message-ID: <19668767.1075857657624.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 01:22:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you bot 475 at 11.75" +"arnold-j/_sent_mail/74.","Message-ID: <32462292.1075857595784.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 00:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + +" +"arnold-j/_sent_mail/740.","Message-ID: <28266682.1075857657646.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 00:07:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +83" +"arnold-j/_sent_mail/741.","Message-ID: <14480540.1075857657668.JavaMail.evans@thyme> +Date: Tue, 23 Jan 2001 23:13:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 1/24 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/24/2001 07:12 +AM --------------------------- + + +SOblander@carrfut.com on 01/24/2001 06:25:43 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 1/24 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude13.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas13.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil13.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded13.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix13.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG13.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL13.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/742.","Message-ID: <4156879.1075857657689.JavaMail.evans@thyme> +Date: Tue, 23 Jan 2001 00:10:00 -0800 (PST) +From: john.arnold@enron.com +To: bill.white@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Bill White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Any interest in King Biscuit after work??" +"arnold-j/_sent_mail/743.","Message-ID: <4339799.1075857657711.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 13:37:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com, peter.keavey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley, Peter F Keavey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Gentlemen: +The following champagne is available at 70% of approximate retail price. Also +have interest in trading for red wine. Retail prices derived from Spec's +website or Winesearcer.com. Wine has been stored at temperature controlled +private wine storage facility. + + +Quan Vintage Wine Retail +3 1990 Perrier Jouet Brut Fleur de Champagne 110 +1 1988 Piper Heidsek Reserve 65 +2 1990 Dom Perignon 125 +1 1990 Veuve Cliquot Ponsardin La Grande Dame 100 +1 1988 Taittenger Millesine Brut 85 +1 1992 Jacquart Millesine 29 +3 1990 Roederer Cristal 200 + +Any interest??" +"arnold-j/_sent_mail/744.","Message-ID: <25234484.1075857657732.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 13:30:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Sorry I've taken a few days to respond. Just the more I think about it, the +worse of an idea it seems for both of us. There is nothing good that can +come of it either professionally or personally. I still regard you as a good +friend. Nothing has changed that nor do I think we need to act weird around +each other going forward. Something I think we both wanted to try and we +did. Maybe best left there though. +John" +"arnold-j/_sent_mail/745.","Message-ID: <21507262.1075857657754.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 10:57:00 -0800 (PST) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Fimat +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fine + + +From: Sarah Wesner/ENRON@enronXgate on 01/22/2001 03:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Fimat + +John - do you mind sharing your Fimat line with the crude traders? Current +usage is about $6 million. Also Warren thought that he might be able to +change the variation limit from about $10 million to $6 million. This change +would allow us to use the line for $14 million for original margin (they have +a good rate.) Warren is going to call you about it. Sarah + +" +"arnold-j/_sent_mail/746.","Message-ID: <24222915.1075857657776.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 06:32:00 -0800 (PST) +From: john.arnold@enron.com +To: thomas.white@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Thomas E White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Tom: +My assistant spoke to Judy Smith about myself and my partner grabbing an +extra seat on the jet to Tampa. + +My partner and I were invited to the game by a couple of gentlemen from New +York that I do business with. Unfortunately, since I run the nat gas +derivatives desk and February expiration is next Monday, the only way we +could go is if the jet were coming back Sunday night. No commercial flights +would get us back in time. + +Judy indicated it was fine if we caught a ride on the way back, so my +contacts in NY booked the trip, including buying game tickets. I am now +hearing that you may be leaving early Sunday night. I was just wondering if +your plans had firmed up. Obviously, it would be tremendously helpful to me +if the plane were leaving after the game. + +Please advise, +John" +"arnold-j/_sent_mail/747.","Message-ID: <32175913.1075857657797.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:41:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +jeff: +checking to see if you're still on for dinner. wine room at aldo's at 7:00. +drinks at your place before? + +john" +"arnold-j/_sent_mail/748.","Message-ID: <17347344.1075857657819.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:11:00 -0800 (PST) +From: john.arnold@enron.com +To: cacio@copergas.com.br +Subject: Re: A SUPER 2001(from BRAZIL) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cacio, +try jshankm@enron.com +john + + + + +""Cacio P. Carvalho"" on 01/17/2001 12:21:11 PM +Please respond to +To: +cc: +Subject: A SUPER 2001(from BRAZIL) + + + + +Dear John, + +First of all, congratulations. You have made headlines in Brazil. +Whenever you come to our country, let me know, so I can provide you with +assitance. + +When convenient, please let me know Jeff Shenkman's(Enron Global Markets) +email, so I can get in contact. + +All the best, + +Cacio Carvalho + + +____________________________________________________ + +Dear Jeff, +After reading a series of reports on Enron Global Markets, I decided to get +in contact. +I live in Brazil and had a chance to meet Jim Ballantine whom was(until +recently) heading Enron's operations in Brazil. +Currently, I work as an Strategic Planning Manager at Copergas, a Natural +Gas Distributor located in Northeast Brazil (partly owned by Enron). +Jim once mentioned that EOL intends to come to Brazil. According to the +press, Enron Global Markets will be responsable for expanding the EOL +platform worldwide. +I want you to know that my professional background includes IT, Government, +Marketing and Business Development. When Enron Global Markets decides to +expand into Brazil, let me know. I will be more than happy to join such an +outstanding team. +My best and a SUPER 2001, +Cacio Carvalho + + + +" +"arnold-j/_sent_mail/749.","Message-ID: <2363438.1075857657841.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:07:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Spring Recruiting at Vanderbilt +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/17/2001 07:03 +PM --------------------------- + + + + From: Beth Miertschin 01/16/2001 03:21 PM + + +To: Nicole Alvino/HOU/ECT@ECT, Brian Steinbrueck/AA/Corp/Enron@Enron, Katie +Stowers/HOU/ECT, James Wininger/NA/Enron, Ashley Dietz/Enron +Communications@Enron Communications, John Arnold/HOU/ECT@ECT, Jodi +Thrasher/HOU/EES@EES, Russell T Kelley/HOU/ECT@ECT, Cheryl +Lipshutz/HOU/ECT@ECT, Steve Venturatos/HOU/ECT@ECT, Michelle +Juden/HOU/EES@EES, Christine Straatmann/HOU/EES@EES +cc: Jeffrey McMahon/HOU/ECT@ECT, Sue Ford/HOU/ECT +Subject: Spring Recruiting at Vanderbilt + +Hello Vanderbilt Team! + +First, Congratulations on a wonderful Fall! Of the 13 offers extended, we +have 3 declines, 3 outstanding, and 7 acceptances! + +Now its time for Summer Intern recruiting. Jeff McMahon and I met to +finalize the schedule and assigned each of you a time to participate. If you +are unable to attend the event for which you are scheduled, please find a +replacement and let me know as soon as possible. I will assume that everyone +is attending their assigned event unless I am told otherwise. + +Jan. 22, 7:00 PM - Outstanding and Accepted Offer Dinner - Nicole Alvino, +Brian Steinbrueck, Katie Stowers, Jim Wininger, Ashley Dietz +Jan. 23, 1 - 5 PM - Intern Career Fair - Jim Wininger, Ashley Dietz, Brian +Steinbrueck +Jan. 23, TBD - Enron Research Fellows Interviews - Nicole Alvino, Katie +Stowers + +Jan. 31, 7:00 PM - Open Presentation - Jeff McMahon, John Arnold, Jodi +Thrasher, Rusty Kelley +Jan. 31, 8:00 PM - Dinner with Research Fellows - Jeff McMahon, John Arnold, +Jodi Thrasher, Rusty Kelley + +Feb. 11, 7:00 PM - Pre-Interview Reception - Cheryl Lipshutz, Steve +Venturatos, Michelle Juden, Christine Straatman +Feb. 12, 8 - 4 - First Round Interviews - Cheryl Lipshutz, Steve Venturatos, +Michelle Juden, Christine Straatman +Feb. 13, Second Round Interviews - Jeff McMahon, Jeff Ader, Andy Zipper + +If any of you have any questions or need additional information, please call +me at 3-0322 or Shawna Johnson at 5-8369. You will receive detailed event +sheets as we get closer to each event. Thanks again to everyone who helped +make this Fall so successful! +Beth +" +"arnold-j/_sent_mail/75.","Message-ID: <32239363.1075857595807.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.dyk@enron.com +Subject: Re: CSFB Columbia/Appalachia Hedging Deal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Dyk +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Certainly encourage CSFP to transact all volumes with us. If they shop the +deal, everyone will front-run the volumes and they won't get a good price on +the deal. +Financial deals settle 5 days after the index has been published. Physical +deals settle much later. My understanding is this is a financial deal. + + + + + + From: Russell Dyk @ ENRON 10/23/2000 12:43 PM + + +To: Paul Radous/Corp/Enron@ENRON +cc: Per Sekse/NY/ECT@ECT, Caroline Abramo/Corp/Enron@Enron, John +Arnold/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, William S +Bradford/HOU/ECT@ECT +Subject: CSFB Columbia/Appalachia Hedging Deal + +The New York office has been speaking to Credit Suisse First Boston for +roughly 6 months about a producer hedging deal that is part of a strucutured +deal they're putting together. It now looks as if it will get done in the +next 3 weeks-1 month so we want to get all the necessary credit issues taken +care of. + +In brief, the deal is a fixed price one, basis TCO (67% of the volumes) and +CNG (33%) with a fixed price Nymex component as well. It will settle against +the Inside FERC indices for both locations. The term of the deal is from +December, 2000 to December 2012. The volumes decline throughout the term from +roughly 22,000 mmBtu/d to 13,000 mmBtu/d. The average daily nominal volume is +17,000 mmBtu/d. As I understand it, these volumes are about 65% of the +producers' total volumes. I've attached a spreadsheet to this message with +more details. + +There are a couple of contractual and credit issues that CSFB wants to +clarify. + +First, there is a question of the monthly cash settlement. CSFB would like +payment to take place on the fifteenth of the month following the date both +the floating and fixed prices are known. As I understand it, for the +December settlement, which would be known in early December, cash payment +would take place on February 15, 2000. + +Second, there is a question of a parent guarantee from Enron Corp. +Apparently, there is an existing credit arrangement in place between ENA and +Credit Suisse First Boston International - the same counterparty that we +would be dealing with here - that has a $15 million guarantee from Enron +Corp. CSFB would like to increase this guarantee to at least $100 million. +(CSFB already has an unlimited guarantee from Enron Corp. for a deal they've +done with us in Europe so in their opinion it should not be an issue). + + There is another minor issue involving centralizing credit discussions with +the aim of securing a similar credit arrangement for CSFB's dealings with +EnronCredit.com - which may be an issue for London rather than Houston. +However, CSFB agreed that this was a secondary issue in relation to this +transaction. + +CSFB would like to do the entire deal through us, rather than having to split +it among one or more counterparties. Per, Caroline Abramo, and I are meeting +with Paul tomorrow to discuss various credit issues, including this one. +Ideally, CSFB would like to have a good idea of where they stand by the end +of this week. + +Please let me know if you have any questions or suggestions. + +Regards, +Russ + + + +" +"arnold-j/_sent_mail/750.","Message-ID: <27416256.1075857657862.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:05:00 -0800 (PST) +From: john.arnold@enron.com +To: soblander@carrfut.com +Subject: Re: Dinner this Thursday night? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: SOblander@carrfut.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +scott: +we'll do it next time you're in town. +thanks, +john + + + + +SOblander@carrfut.com on 01/16/2001 04:39:46 PM +To: John.Arnold@enron.com +cc: +Subject: Dinner this Thursday night? + + +John, +Thomas Carroll and I would like to know if you would be available for +dinner this Thursday night the 18th? +Possibly 7 PM? +Let me know. +Scott + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + +" +"arnold-j/_sent_mail/751.","Message-ID: <15560097.1075857657884.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:05:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Vanguard +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no thx +i'll send them soon + + + + +Karen Arnold on 01/16/2001 09:29:13 PM +To: john.arnold@enron.com +cc: +Subject: Vanguard + + +I finished your 1999 Vanguard statements. Do you want me to return them to +you? +Now I need your 2000 year end statements. Please forward as soon as possible. +Thank you once again for George Foreman. +Love, Mom + + +" +"arnold-j/_sent_mail/752.","Message-ID: <28867864.1075857657905.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:02:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: Destiny's Child +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +of course. i think you have a few favors in the bank with me. do you need 4 +or 8? + + + + +Liz M Taylor +01/17/2001 11:49 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Destiny's Child + +Hi John, + +Destiny's Child is performing at the LiveStock & Rodeo Show on Sunday, Feb. +18. I have two little nieces who are huge fans. I would love to take them +to the show. + +I was wondering if you could use your broker contacts for some really great +seats( 4 to 8)(indivdual or in a suite) I'm more than willing to pay for the +tickets. + +I'll take care of you down the road w/Rockets, Astros and Texan ticket! + +Liz + +" +"arnold-j/_sent_mail/753.","Message-ID: <18671316.1075857657927.JavaMail.evans@thyme> +Date: Sat, 13 Jan 2001 12:58:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: PLEASE NOTE THAT THE DATE FOR THE 1ST MEETING IS JANUARY 16 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/13/2001 08:54 +PM --------------------------- + +Jennifer Burns + +01/12/2001 12:46 PM + +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Michael W +Bradley/HOU/ECT@ECT, Jennifer Fraser/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, +Adam Gross/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, John J +Lavorato/Corp/Enron@Enron, Kevin McGowan/Corp/Enron@ENRON, Vince J +Kaminski/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Bill +White/NA/Enron@Enron +cc: Jeffrey A Shankman/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT +Subject: PLEASE NOTE THAT THE DATE FOR THE 1ST MEETING IS JANUARY 16 + +As mentioned during the fourth quarter, Gary and I would like to begin +regular meetings of our Trader's Roundtable. The ideas generated from this +group should be longer term trading opportunities for Enron covering the +markets we manage. In addition, this forum will provide for cross commodity +education, insight into many areas of Enron's businesses, and promote +aggressive ideas. + +Each week, we'll summarize commodity trading activity, and provide an open +forum for discussion. Your input is valuable, and we've limited this group +to our most experienced traders, and would appreciate regular participation. +Our first meeting will be Tuesday, January 16 at 4:00pm in EB3321. +" +"arnold-j/_sent_mail/754.","Message-ID: <7766659.1075857657949.JavaMail.evans@thyme> +Date: Sat, 13 Jan 2001 12:58:00 -0800 (PST) +From: john.arnold@enron.com +To: vince.kaminski@enron.com +Subject: Re: Tiger Team meeting Jeff Shankman's office +Cc: ina.rangel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ina.rangel@enron.com +X-From: John Arnold +X-To: Vince J Kaminski +X-cc: Ina Rangel +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'll be there + + + + +Vince J Kaminski +01/12/2001 04:41 PM +To: Fletcher J Sturm/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Louise +Kitchen/HOU/ECT@ECT +cc: Vince J Kaminski/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Christie +Patrick/HOU/ECT@ECT +Subject: Tiger Team meeting Jeff Shankman's office + +I would like to invite you to a meeting with Jeff Shankman on Tuesday +January 16, 3:30 p.m. at Jeff Shankman's office. + +We are meeting to plan the agenda for the Tiger Team, a group of about 20 +Wharton School +students visiting Enron. A Wharton tiger team works through a semester on a +special project, proposed by +a corporation. The team sponsored by Enron works on project regarding the +impact of +electronic trading on the energy markets. The semester long project will +result in a report that +will be submitted to Enron for review and evaluation. I hope that you will +find this report useful. + + We have invited our tiger team to visit Enron. The students will arrive on +Thursday, +January 18, and will spend Friday at Enron. I would appreciate if you could +find 30 minutes +on Friday to talk to the students. + +The meeting with Jeff on Tuesday should not last longer than 10-15 minutes. + +Vince + +" +"arnold-j/_sent_mail/755.","Message-ID: <7503433.1075857657972.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 15:29:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ina +telerate on my computer at home is not working. can you get fixed? +john" +"arnold-j/_sent_mail/756.","Message-ID: <12656426.1075857657997.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 15:24:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +speed on eol +message for monday +how to move to algorithms +dave or tom moran" +"arnold-j/_sent_mail/757.","Message-ID: <15020826.1075857658018.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 15:20:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: okey dokey +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i don't ask...i think he think he'll jinx it if he talks about it. + + + + +Karen Arnold on 01/11/2001 08:19:05 PM +To: john.arnold@enron.com +cc: +Subject: okey dokey + + +You are having dinner with the two of them of Friday?? You must give me a +full report!!!! +Do you hear anything more about Matthew being transferred overseas? + +" +"arnold-j/_sent_mail/758.","Message-ID: <25032864.1075857658040.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 12:20:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i said i'm a vp and run natural gas derivatives trading and she asked if she +could eliminate derivatives because then she'd have to write two more +sentences about what that was. + + + + +""Jennifer White"" on 01/11/2001 01:13:11 PM +To: john.arnold@enron.com +cc: +Subject: + + +There is no John Taylor at Ocean, and I don't remember the other name +you mentioned on the phone. Whoever you were talking to last night was +confused. + +I found the article in the Baltimore Sun. Since when are you VP of natural +gas trading? + +I'm meeting the girls at Saba tonight in the event you don't have plans +and want to join us. + +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/759.","Message-ID: <21884118.1075857658063.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 12:16:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: ngas and economy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +a couple of observations from here: +cash/futures getting whacked. whereas last weekend cash traded $1 over G, +this weekend will probably trade $.15 over. the lack of weather giving the +market time to regroup. good thing because another week of cold and the +system was going to break. certainly still has that chance in feb. saw +utilities recently staying on a verystrict withdrawal schedule and meeting +any extra demand through spot market. in effect, they said we're not +withdrawing anymore so we'll buy marketers storage. they had to encourage +marketers to sell it to them, so cash was extremely strong in periods of even +normal demand and should continue to be if/when any weather comes again. +this week demand so low that utilities can meet demand without buying much in +mkt. g/h getting whacked in sympathy. +probably priced 25 term deals through broker market and own originators in +past two days. 24 were from the buy side. it's as if pira came in and told +everyone term was cheap. however, they've got the opposite view. customers +just seeing gas at $4 anytime as being okay now. don't see any let up in +back support for a while. +front spreads the hardest call right now. g/h h/j j/k ??? can't decide what +to do with them and from the volatility in them, appears neither can anybody +else. almost think best play is taking feb gas daily against march, hoping +for a cold spell that breaks the system and get a couple $20+ prints in +cash. probably as likely to happen in g as h and g/h has much less +downside. + +doing well here. actually having the best month ever 11 days in. played +front short against term length. got out of front shorts today. probably +early but gas has a history of getting off the canvas when least expected. +will keep term length meanwhile. i've hated summer backwardation forever. +agree about u/h. a little less crazy about the trade now because i think +the easy money was made over the past two days. unbelievable spec demand for +next winter over past week kept summer winter spread constant on rally up and +crushed on move down. jv/xh went from 22 to 3.5 in 5 days while front +virtually unchanged. + +don't know what to think of this summer longer term. certainly not as easy +as it was last summer when it was obvious $3 was not equilibrium for gas. +now $6 for this summer, i don't know. we're gonna have to inject the hell +out of gas and keep some demand priced out for a long time. but we will feel +production increase hit the market. just buy vol. + + + + +slafontaine@globalp.com on 01/11/2001 04:48:32 PM +To: slafontaine@globalp.com +cc: jarnold@enron.com +Subject: Re: ngas and economy + + + +im getting really bullish mar/may-deliverabulty ayt these propective stx gonna +be hampered big time-thyre expensive but im not sure the mkt has a feeling for +what gas can do yet with normal weather and implications on the economy-as a +real estate owner getting a little scared. ngas is going to wreck morot +gasoline +now-watch it go next then maybe heating oil + +you doing alrite? + + + +" +"arnold-j/_sent_mail/76.","Message-ID: <10008095.1075857595829.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +not me + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/23/2000 03:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Never mind. Did you do that? + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + +----- Forwarded by Brian Hoskins/Enron Communications on 10/23/00 03:54 PM +----- + + John Cheng@ENRON + Sent by: John Cheng@ENRON + 10/23/00 03:47 PM + + To: John Cheng/NA/Enron@Enron + cc: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS, John +Cheng/NA/Enron@Enron@ENRON COMMUNICATIONS, Fangming +Zhu/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Pablo +Torres/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Don Adam/Corp/Enron@ENRON@ENRON +COMMUNICATIONS, Marlin Gubser/HOU/ECT@ECT, Mark Hall/HOU/ECT + Subject: Re: + +All, + +Sorry for the lengthy thread. A service request has been opened with +Microsoft on the IE5 issues and her application. + +Regards, + +-jkc + + + +John Cheng +10/23/2000 02:41 PM +Sent by: John Cheng +To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS +cc: John Cheng/NA/Enron@Enron@ENRON COMMUNICATIONS, Fangming +Zhu/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Pablo +Torres/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Don Adam/Corp/Enron@ENRON@ENRON +COMMUNICATIONS, Marlin Gubser/HOU/ECT@ECT, Mark Hall/HOU/ECT +Subject: Re: + +Brian, + +I apologize if I didn't make myself clear over the phone. There is a process +that we must follow for software upgrades to ensure compatibility with +existing applications and supportability for the helpdesk staff, even if it +is for a small subset of the population. Furthermore, all applications must +be packaged by Application Integration before it gets rolled out to the +desktops. As you can see, it is more than dispatching desktop support to +install the application itself. + +Have you guys look at other technologies such as NetMeeting? It is installed +with IE5 and provides real time chat. + +I don't mean to be a pain in the neck, but I must advise against IE5.5 at +this time. + +Regards, + +-jkc + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/23/2000 01:25 PM +To: John Cheng/NA/Enron@Enron +cc: Fangming Zhu/Corp/Enron@ENRON, Pablo Torres/Corp/Enron@ENRON, Don +Adam/Corp/Enron@ENRON, Marlin Gubser/HOU/ECT@ECT +Subject: + +John, + +I talked to Fangming, and unfortunately, her program is not compatible with +IE 5.0. Let's proceed with the installation of IE 5.5. This is an extremely +important program that all of the traders will be using. If you need +additional resources, I can arrange for this. Just let me know what you +need. + +These are the people we need to set up with the upgraded version. + +Thanks, +Brian + + + + + + + + + + + +" +"arnold-j/_sent_mail/760.","Message-ID: <16248285.1075857658085.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 11:43:00 -0800 (PST) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: credit facility +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Glad to hear progress is being made. +I went to Vandy but a little later... 1992-5. + + + + +""Piasio, Stephen [FI]"" on 01/11/2001 01:27:20 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: credit facility + + +Significant progress was recently made between Enron's and Salomon Smith +Barney's counsels. We have offered Enron a $50 million facility that can be +used for both original and variation margin. With these elevated NYMEX +margins, I am sure it will help your P/L. + +Our counsel, Bob Klein is meeting with Citibank's attorneys to discuss some +of the small issues where we both share some exposure. + +Citibank is one of your lead commercial banks while SSB is one of your lead +investment banks. The relationship is so sound, we will work out the +wrinkles. I'll be in touch. + +P.S. Someone told me you went to Vanderbilt..any chance 1988-1992ish? + + +" +"arnold-j/_sent_mail/761.","Message-ID: <18963233.1075857658106.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 07:00:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://www.baltimoresun.com/content/cover/story?section=cover&pagename=story&s +toryid=1150540202173 + + + + +Karen Arnold on 01/08/2001 09:14:44 PM +To: john.arnold@enron.com, Matthew.Arnold@enron.com +cc: +Subject: + + +Remember, this is the year for family vacation. So, any ideas????? + +" +"arnold-j/_sent_mail/762.","Message-ID: <15064144.1075857658128.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 06:58:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://www.baltimoresun.com/content/cover/story?section=cover&pagename=story&s +toryid=1150540202173" +"arnold-j/_sent_mail/763.","Message-ID: <14883612.1075857658151.JavaMail.evans@thyme> +Date: Wed, 10 Jan 2001 06:51:00 -0800 (PST) +From: john.arnold@enron.com +To: jay.webb@enron.com, andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jay Webb, Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you put a notice on EOL that due to MLK day, we will be closed Sunday and +be offering Nymex products only from 4-7 on Monday. +Thanks, +John" +"arnold-j/_sent_mail/764.","Message-ID: <590884.1075857658172.JavaMail.evans@thyme> +Date: Wed, 10 Jan 2001 00:25:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +next Thursday at 7:00 pm + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Yes, yes, yes. When would be helpful, bubbie. + + + +John Arnold +01/09/2001 04:10 PM +To: Jeffrey A Shankman/HOU/ECT@ECT +cc: +Subject: + +Bubbie: +You are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's +dinner featuring Brian Tracy, John Arnold, and Mike Maggi. + + +Regrets only, + + +John + + + + +" +"arnold-j/_sent_mail/765.","Message-ID: <32429952.1075857658194.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 23:42:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 1/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/10/2001 07:42 +AM --------------------------- + + +SOblander@carrfut.com on 01/10/2001 06:42:29 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 1/10 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude82.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas82.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil82.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded82.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix82.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG82.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL82.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/_sent_mail/766.","Message-ID: <25574783.1075857658215.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 09:25:00 -0800 (PST) +From: john.arnold@enron.com +To: brian.o'rourke@enron.com +Subject: Re: Yeah Monkey!!!!!!!!!!!!!!!!!!!!!!!!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian O'Rourke +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sorry i've taken so long...just been trying to fend off the chicks. life is +sooooo hard sometimes. + + + +MONKEY !!!!!!!!!!!!!!!!! + + +From: Brian O'Rourke@ENRON COMMUNICATIONS on 01/04/2001 10:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Yeah Monkey!!!!!!!!!!!!!!!!!!!!!!!!!!! + +Monkey; + +Hey you little bastard, what the fuck are you doing in a picture in +E-Company??? What, do you think that should help you score women. How do +you say BALANCE SHEET!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +Yeah Monkey, + +B + +" +"arnold-j/_sent_mail/767.","Message-ID: <3113615.1075857658237.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 08:10:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Bubbie: +You are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's +dinner featuring Brian Tracy, John Arnold, and Mike Maggi. + + +Regrets only, + + +John" +"arnold-j/_sent_mail/768.","Message-ID: <19169417.1075857658258.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 23:36:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please schedule a round of interviews with john griffith with scott, hunter, +phillip, and tom asap (today if possible). +thx" +"arnold-j/_sent_mail/769.","Message-ID: <24290299.1075857658280.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 08:12:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: Important - EOL Data +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what's this about? +---------------------- Forwarded by John Arnold/HOU/ECT on 01/03/2001 04:12 +PM --------------------------- + + +Ina Rangel +01/03/2001 03:52 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Larry +May/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Keith +Holst/HOU/ECT@ect, Frank Ermis/HOU/ECT@ECT, Steven P South/HOU/ECT@ECT, Jane +M Tholt/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Tori +Kuykendall/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Kenneth +Shulklapper/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT +cc: +Subject: Important - EOL Data + + +---------------------- Forwarded by Ina Rangel/HOU/ECT on 01/03/2001 03:49 PM +--------------------------- + + + + From: Amanda Huble @ ENRON 01/03/2001 03:43 PM + + +To: Becky Young/NA/Enron@Enron, Laura Vuittonet/Corp/Enron@Enron, Jessica +Presas/Corp/Enron@ENRON, Ina Rangel/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Kimberly Brown/HOU/ECT@ECT +cc: +Subject: Important - EOL Data + +Please forward to your groups IMMEDIATELY. + +Thank you, +Amanda Huble + +---------------------- Forwarded by Amanda Huble/NA/Enron on 01/03/2001 03:42 +PM --------------------------- + + +Colin Tonks@ECT +01/03/2001 03:39 PM +To: Amanda Huble/NA/Enron@Enron +cc: + +Subject: Important - EOL Data + +If you are currently accessing the EOL database via Excel, Access or any +other means, please contact Colin Tonks (x58885). + +EOL intends to stop access to the data within the next month. This means that +any spreadsheets or Access databases will not function subsequent to this +change. + +We are currently working with EOL to attain a solution, and need your help to +build an inventory of all potential problems. + +Colin Tonks + + + + +" +"arnold-j/_sent_mail/77.","Message-ID: <31249275.1075857595850.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't forget you owe me dinner..." +"arnold-j/_sent_mail/770.","Message-ID: <23846275.1075857658302.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 08:10:00 -0800 (PST) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +I would like for you to come talk to a couple more people on the gas floor +about a possible position down the road. My assistant Ina Rangle is going to +schedule a couple interviews. Please coordinate with her. +John" +"arnold-j/_sent_mail/771.","Message-ID: <10216181.1075857658324.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 08:09:00 -0800 (PST) +From: john.arnold@enron.com +To: ed.mcmichael@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ed McMichael +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I want John to interview with the various desk heads (Scott, Hunter, Phillip, +Tom). I think I'm going to tell John not to mention the past. It's an +issue that doesn't need to be made public and as long as Lavo and myself are +okay with it, I don't see the need to get individual approval from everyone. +Thanks for your help, +John + + + + +Ed McMichael +01/03/2001 08:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Thanks for the inquiry. I sincerely appreciate you giving me the heads up. +As much as it pains me to say yes, I think John has proved himself worthy and +I am willing to let him interview for the job. As we talked about before, my +only condition is that you guys make sure you are willing to take him if he +comes out on top. If there is any chance that his past will negatively +influence your decision, I am not willing to let him interview. He handled +the last experience with real maturity, but I do not want him to have any +more reasons to doubt his ability to overcome his past by working hard and +proving himself here. He is very valuable to me and ENA. Please let me +know. +Ed + + + + + +John Arnold +01/02/2001 09:04 PM +To: Ed McMichael/HOU/ECT@ECT +cc: +Subject: + +Ed: +I am starting options on EOL in about two weeks. As we discussed earlier, I +don't have the appropriate manpower to run this in certain circumstances, +such as when I'm out of the office. As such, I'd like to bring in John +Griffith for anohter round of interviews for an options trading role with +your permission. +John + + + + +" +"arnold-j/_sent_mail/772.","Message-ID: <5340834.1075857658345.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 00:14:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +greg: +what is the (correct) formula you devised for profitability on last trade is +mid?" +"arnold-j/_sent_mail/773.","Message-ID: <5296469.1075857658367.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:07:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +glad you enjoyed yourself even though you didnt get to go to ny. maybe next +year. Had a great time in new orleans but it was freezing. nice to get +away. going to vegas this weekend to watch the football games. +love you, +john + + + + +Karen Arnold on 01/01/2001 08:59:53 PM +To: john.arnold@enron.com, Matthew.Arnold@enron.com +cc: +Subject: + + +Well, never got to NY to enjoy New Years and the blizzard.? However, by +staying in Dallas, did experience a white New Year's eve.? Never made it to +Addison Cafe for New Year's eve dinner (back up plans), roads were just too +bad.? But I cooked fresh salmon at home and we had a very lovely dinner. + +Hope you had a wonderful celebration (not quite the same as last year in +Sidney, now was it) and brought in the new year with a bang! + +Have a happy, healthy and much more prosperous 2001!? I wish only the best +for you.? Love you much, your Mom + +" +"arnold-j/_sent_mail/774.","Message-ID: <31407163.1075857658388.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:05:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you free for a drink/dinner Wednesday night? " +"arnold-j/_sent_mail/775.","Message-ID: <15420045.1075857658410.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:04:00 -0800 (PST) +From: john.arnold@enron.com +To: ed.mcmichael@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ed McMichael +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ed: +I am starting options on EOL in about two weeks. As we discussed earlier, I +don't have the appropriate manpower to run this in certain circumstances, +such as when I'm out of the office. As such, I'd like to bring in John +Griffith for anohter round of interviews for an options trading role with +your permission. +John" +"arnold-j/_sent_mail/776.","Message-ID: <23822038.1075857658431.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:01:00 -0800 (PST) +From: john.arnold@enron.com +To: edie.leschber@enron.com +Subject: Re: Financial Group - Gas Team +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Edie Leschber +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +He joined the group 2 weeks ago. Put him in my cost center. + + + + + + From: Edie Leschber 01/02/2001 05:48 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Financial Group - Gas Team + +John, +Is there a man by the name of Henry (Dutch) Quigley who will be working in +your group? His name was not on the list I sent to you previously, +but he showed up on another list from HR as being assigned to your group. +Please let me know and I will make any necessary adjustments +to your cost center for him. + +Thank you, +Edie Leschber +X30669 + +" +"arnold-j/_sent_mail/777.","Message-ID: <5523884.1075857658455.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 09:16:00 -0800 (PST) +From: john.arnold@enron.com +To: enews@mail.pipingtech.com +Subject: Re: 24x7 Emergency Services +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piping Technology & Products, Inc."" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +take me off your mailing list + + + + +""Piping Technology & Products, Inc."" on +01/02/2001 04:59:48 PM +To: +cc: +Subject: 24x7 Emergency Services + + + + + + +U.S. Bellows/PT&P: Manufacturer of Expansion Joints, Compensators and more. + +December 2000 + + +[IMAGE] + + + +www.pipingtech.com? |? www.usbellows.com? | www.swecofab.com? + + + + +U.S. Bellows Responds to Emergency Order from Alaska Nitrogen Products, LLC +for a 48"" Dia. Expansion Joint +U.S. Bellows, Inc., the expansion joint division of Piping Technology & +Products, Inc., has once again shown its dedication and devotion to its +customers by rushing to the emergency call of Alaska Nitrogen Products, +LLC.? Alaska Nitrogen Products called upon U.S. Bellows 24 x 7 +quick-turn/emergency service to aid them in the immediate replacement of a +deformed, 48"" diameter expansion joint when their G417 Pump failed suddenly +during the plant startup.? The timeline of events demonstrates the quick +engineering and manufacturing response from U.S.Bellows: + +[IMAGE] + + + + +[IMAGE] +07/21/00 (Friday) 5:30 p.m., U.S. Bellows receives an emergency call from +Alaska Nitrogen Products, LLC. + + + +[IMAGE] +07/22/00 (Saturday) U.S. Bellows/PT&P builds the 48"" diameter expansion +joint and ships it to Alaska Nitrogen Products, LLC on the same day. + + + +[IMAGE] +07/22/00 (Saturday) U.S. Bellows/PT&P builds the 48"" diameter expansion +joint and ships it to Alaska Nitrogen Products, LLC on the same day. + + + + +[IMAGE] + + +Deformed expansion joint at Alaska Nitrogen Products + + + + + +[IMAGE] + + +The 48"" Dia. expansion joint ready for shipment to customer's location + + +[IMAGE] + + + + +[IMAGE] + + + +?24 x 7 Quick-turn/Emergency Services + +?On-site Field Services + +[IMAGE]U.S. Bellows/PT&P is available on a 24x7 basis to fulfill any +emergency requirements that might arise in the course of plant shut-downs or +start-ups.? Using the unique web and internet-based technology, the U.S. +Bellows ""on-call"" engineering team guarantees a response time of 30 +minutes.? For details about this new service, please refer to +http://www.usbellows.com/emergency.html or the U.S. Bellows' recent press +release (http://www.usbellows.com/news/pr03.htm) + + +U.S. Bellows/PT&P has extensive experience providing on-site services in +quick-turn or emergency response situations.? U.S. Bellows/PT&P can provide +on-site services for expansion joints (as well as for pipe supports) which +include the following:? + +Installation guidance.[IMAGE] +Inspection and maintenance.[IMAGE] +Problem resolution + +Quick-turn replacement during shutdowns and turnarounds + + + + + +[IMAGE] + +? Discussion Forum + +? Customer Desktop + +[IMAGE]Post your product inquiries, request for technical support, +comments/questions about PT&P and its products here at PT&P Discussion +Forum. + +To use this service, please register at +http://www.pipingtech.com/discussion.htm/ + + +[IMAGE]Using PT&P Customer Desktop, you can check the shipping status of +your projects and jobs from anywhere in the world, at anytime of day or +night.?? + +[IMAGE] +Secured +[IMAGE] +Accurate Information +[IMAGE] +Integratable with MS Excel + +[IMAGE]Register today at http://www.pipingtech.net/CD_RegMain.asp? + + + + +[IMAGE] + + + +? Catalogs + + + + + +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +Pipe Supports Catalog +Expansion Joint Catalog +Pre-insulated Pipe Supports Catalog +Instrument Supports Catalog + + +[IMAGE] +[IMAGE] +[IMAGE] + +Would you like for U.S. Bellows to come out to your office to make a +technical presentation on a specific topic (e.g. expansion joints) or to +make a general presentation?? Contact U.S. Bellows Outside Sales at ++1-713-731-0030 or on e-mail at sales@mail.pipingtech.com to setup a time +and date. + +** U.S. Bellows, Inc./Piping Technology & Products, Inc.?does not send +unsolicited email. + +If you do not wish to receive future emails from U.S. Bellows/Piping +Technology & Products, Inc. or relevant third parties, please fill out the +unsubscribe form at http://www.pipingtech.com/forms/unsub.htm/?or simply +reply to enews@mail.pipingtech.com with unsubscribe in the subject line if +you do not have internet connections. + +Feel free to send this message to a friend or business associate or have +them fill our the subscribe form at +http://www.pipingtech.com/forms/unsub.htm?or send their email addresses to: +enews@mail.pipingtech.com to be included in future E-Newsletters from U.S. +Bellows/Piping Technology & Products, Inc. + + +" +"arnold-j/_sent_mail/778.","Message-ID: <28361620.1075857658476.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 08:23:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'm paying you in stock options" +"arnold-j/_sent_mail/779.","Message-ID: <33042577.1075857658502.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 06:18:00 -0800 (PST) +From: john.arnold@enron.com +To: motaylor@grantthornton.ca +Subject: Re: Site Location Advisory Service +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Taylor, Monique"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +take me off your mailing list + + + + +""Taylor, Monique"" on 01/02/2001 01:41:40 PM +To: ""ACTIVE Howard Low (E-mail)"" , ""ACTIVE Howard Uffer +(E-mail)"" , ""ACTIVE I. Brad King (E-mail)"" +, ""ACTIVE Ian David Housby (E-mail)"" +, ""ACTIVE Ian T. Crowe (E-mail)"" +, ""ACTIVE Ichiro Kadono (E-mail)"" , +""ACTIVE Ira Riahi (E-mail)"" , ""ACTIVE Irene C. Masterton +(E-mail)"" , ""ACTIVE Izumi Yamamoto (E-mail)"" +, ""ACTIVE J. Babik Pestritto (E-mail)"" +, ""ACTIVE J. Gordon Prunty (E-mail)"" +, ""ACTIVE J. Gregory Ellis (E-mail)"" , +""ACTIVE J. M. O. Grey (E-mail)"" , ""ACTIVE J. Mark Schleyer +(E-mail)"" , ""ACTIVE J. R. Orton (E-mail)"" +, ""ACTIVE J. Roy Cloudsdale (E-mail)"" +, ""ACTIVE J. Thomas Recotta (E-mail)"" +, ""ACTIVE J. Walter Berger (E-mail)"" +, ""ACTIVE Jaan Meri (E-mail)"" +, ""ACTIVE Jack Gaylord (E-mail)"" , +""ACTIVE Jack Hyland (E-mail)"" , ""ACTIVE Jack L. +Brophy (E-mail)"" <74701.1531@compuserve.com>, ""ACTIVE Jacqueline Salerno +(E-mail)"" , ""ACTIVE Jacqueline Wilson (E-mail)"" +, ""ACTIVE James A. Ableson (E-mail)"" +, ""ACTIVE James A. Iacobazzi (E-mail)"" +, ""ACTIVE James A. Martin (E-mail)"" +, ""ACTIVE James A. Sladack (E-mail)"" +, ""ACTIVE James C. Goodman (E-mail)"" +, ""ACTIVE James D. Frey (E-mail)"" +, ""ACTIVE James F. Caldwell (E-mail)"" +, ""ACTIVE James F. Doran (E-mail)"" +, ""ACTIVE James H. Dommel (E-mail)"" +, ""ACTIVE James J. O'Hara (E-mail)"" +, ""ACTIVE James J. O'Neil (E-mail)"" +, ""ACTIVE James K. Harbaugh (E-mail)"" +, ""ACTIVE James M. Winter (E-mail)"" +, ""ACTIVE James Maloney (E-mail)"" +, ""ACTIVE James P. Desmond (E-mail)"" +, ""ACTIVE James P. Gade (E-mail)"" +, ""ACTIVE James R. Duport (E-mail)"" +, ""ACTIVE James R. Shaw (E-mail)"" +, ""ACTIVE James R. Taylor (E-mail)"" +, ""ACTIVE James Scannell (E-mail)"" +, ""ACTIVE James Sharkey (E-mail)"" +, ""ACTIVE James W. Brooks (E-mail)"" +, ""ACTIVE James W. Lawler (E-mail)"" , +""ACTIVE James W. Moses (E-mail)"" , ""ACTIVE James W. +Nixon (E-mail)"" , ""ACTIVE James Yao +(E-mail)"" , ""ACTIVE Jane Spencer Wesby (E-mail)"" +, ""ACTIVE Janet Richardson (E-mail)"" +, ""ACTIVE Janet South (E-mail)"" +, ""ACTIVE Jay Bechtel (E-mail)"" +, ""ACTIVE Jay Driller (E-mail)"" , +""ACTIVE Jay Poswolsky (E-mail)"" , ""ACTIVE Jean +Baudrand (E-mail)"" , ""ACTIVE Jeff Hayhurst (E-mail)"" +, ""ACTIVE Jeff Kudlac (E-mail)"" +, ""ACTIVE Jeff S. Chenen (E-mail)"" +, ""ACTIVE Jeffery B. Forrest (E-mail)"" +, ""ACTIVE Jeffrey A. Rock (E-mail)"" +, ""ACTIVE Jeffrey Chaitman (E-mail)"" +, ""ACTIVE Jeffrey Cramer (E-mail)"" +, ""ACTIVE Jeffrey J. Georger (E-mail)"" +, ""ACTIVE Jeffrey L. Elie (E-mail)"" +, ""ACTIVE Jeffrey Sweeney (E-mail)"" +, ""ACTIVE Jeffrey T. Austin (E-mail)"" +, ""ACTIVE Jennifer Sherry (E-mail)"" +, ""ACTIVE Jennifer Sigan (E-mail)"" , +""ACTIVE Jennifer Stewart Arnold (E-mail)"" , ""ACTIVE +Jeoffrey K. Moore (E-mail)"" , ""ACTIVE Jeremiah D. Hover +(E-mail)"" , ""ACTIVE Jeri Bogan (E-mail)"" +, ""ACTIVE Jerome R. Crylen (E-mail)"" , +""ACTIVE Jerry W. Murphy (E-mail)"" , ""ACTIVE +Jim Pond (E-mail)"" , ""ACTIVE Jim Tousignant (E-mail)"" +, ""ACTIVE Joanne M. Kiley (E-mail)"" +, ""ACTIVE Joanne M. Prosser (E-mail)"" +, ""ACTIVE Joel Blockowicz (E-mail)"" +, ""ACTIVE Joel Bloom (E-mail)"" , +""ACTIVE Johanna Hellenborg (E-mail)"" , ""ACTIVE John A. +Feltovic (E-mail)"" , ""ACTIVE John A. Hilliard +(E-mail)"" <4948263@mcimail.com>, ""ACTIVE John Allan (E-mail)"" +, ""ACTIVE John Anthony Linden (E-mail)"" +, ""ACTIVE John Balkwill (E-mail)"" +, ""ACTIVE John Bisanti (E-mail)"" +, ""ACTIVE John C. Clyne (E-mail)"" +, ""ACTIVE John C. Martz (E-mail)"" +, ""ACTIVE John C. Mulhern (E-mail)"" +, ""ACTIVE John D. Byrnes (E-mail)"" +, ""ACTIVE John E. Betsill (E-mail)"" +, ""ACTIVE John E. Zimmerman (E-mail)"" +, ""ACTIVE John F. Buckley (E-mail)"" +, ""ACTIVE John F. Harbord (E-mail)"" +, ""ACTIVE John F. Matthews (E-mail)"" +, ""ACTIVE John F. Simcoe (E-mail)"" +, ""ACTIVE John F. Stier (E-mail)"" , +""ACTIVE John G. Malino (E-mail)"" , ""ACTIVE John H. Degnan +(E-mail)"" , ""ACTIVE John Hay (E-mail)"" +, ""ACTIVE John Igoe (E-mail)"" , +""ACTIVE John J. Chapman (E-mail)"" , ""ACTIVE John J. +Crisel (E-mail)"" , ""ACTIVE John J. Crowe (E-mail)"" +, ""ACTIVE John J. DeMarsh (E-mail)"" , +""ACTIVE John J. Guba (E-mail)"" , ""ACTIVE John J. Keogh +(E-mail)"" , ""ACTIVE John Jacobs (E-mail)"" +, ""ACTIVE John K. Austin (E-mail)"" +, ""ACTIVE John L. Sneddon (E-mail)"" +, ""ACTIVE John L. Stein (E-mail)"" +, ""ACTIVE John M. Hogan (E-mail)"" +, ""ACTIVE John P. Meyer (E-mail)"" +, ""ACTIVE John P. Thomas (E-mail)"" +, ""ACTIVE John Parro (E-mail)"" +, ""ACTIVE John Payne (E-mail)"" +, ""ACTIVE John Popolillo (E-mail)"" +, ""ACTIVE John R. Ferrari (E-mail)"" +, ""ACTIVE John R. Peters (E-mail)"" +, ""ACTIVE John Randall Evans (E-mail)"" +, ""ACTIVE John Robinson (E-mail)"" +, ""ACTIVE John Sweat (E-mail)"" +, ""ACTIVE John Terela (E-mail)"" , +""ACTIVE John Trendler (E-mail)"" , ""ACTIVE John Voorhorst +(E-mail)"" , ""ACTIVE John W. Brannock (E-mail)"" +, ""ACTIVE John W. Coons (E-mail)"" +, ""ACTIVE John W. Corbett (E-mail)"" +, ""ACTIVE John W. Green (E-mail)"" +, ""ACTIVE John W. Hildebrand (E-mail)"" +, ""ACTIVE John Zalewski (E-mail)"" +, ""ACTIVE Jo-Lynne Price (E-mail)"" +, ""ACTIVE Jon J. Crockett (E-mail)"" +, ""ACTIVE Jonathan C. Keefe (E-mail)"" +, ""ACTIVE Jonathan R. Coun (E-mail)"" +, ""ACTIVE Jonathan T. Tucker (E-mail)"" +, ""ACTIVE Jordan O. Hemphill (E-mail)"" +, ""ACTIVE Jose Oncina (E-mail)"" +, ""ACTIVE Joseph C. Ellsworth (E-mail)"" +, ""ACTIVE Joseph D. Buckman (E-mail)"" +, ""ACTIVE Joseph D. Winarski (E-mail)"" +, ""ACTIVE Joseph F. Patterson (E-mail)"" +, ""ACTIVE Joseph J. Procopio (E-mail)"" +, ""ACTIVE Joseph L. Maccani (E-mail)"" +, ""ACTIVE Joseph M. Cowan (E-mail)"" +, ""ACTIVE Joseph M. Milano (E-mail)"" +, ""ACTIVE Joseph M. Murphy (E-mail)"" +, ""ACTIVE Joseph M. Patti (E-mail)"" , +""ACTIVE Joseph T. Turner (E-mail)"" , ""ACTIVE Joshua +Figueroa (E-mail)"" , ""ACTIVE Juan L. Cano (E-mail)"" +, ""ACTIVE Judith A. Taylor (E-mail)"" +, ""ACTIVE Judy M. Schultz (E-mail)"" +, ""ACTIVE Julian Atkins (E-mail)"" +, ""ACTIVE Jurg Grossenbacher (E-mail)"" +, ""ACTIVE K. Nicole Escue (E-mail)"" +, ""ACTIVE Karen Amos (E-mail)"" +, ""ACTIVE Karen Couto (E-mail)"" +, ""ACTIVE Karen L. Balko (E-mail)"" +, ""ACTIVE Karen Randal (E-mail)"" +, ""ACTIVE Karl W. Myers (E-mail)"" +, ""ACTIVE Kathleen A. Carrington (E-mail)"" + +cc: +Subject: Site Location Advisory Service + + + + +I am pleased to inform you that one of Canada's leading business service +providers, Grant Thornton LLP, is now offering US firms a full Site Location +Advisory Service. + +With over forty offices across Canada, Grant Thornton LLP knows Canada. We +are finding that more and more US corporations are looking north as they are +faced with fewer satisfactory location alternatives in which to expand. +Canada, with its relatively large and well trained work force, not to +mention lower operating costs, is increasingly being considered by companies +such as yours. + +Grant Thornton LLP would be pleased to discuss this service with you. It is +a full service that includes, on your behalf, real estate sourcing, labor +force analysis and verification, tax analysis and comparison, and incentive +negotiations. + +Should you be considering expanding your operations and interested in +discussing our service, please give us a call. More and more United States +firms, from call centers to manufacturers are locating in Canada to serve +both their US and Canadian customers. + +Based in Moncton, New Brunswick Canada, I can be reached at: + + Telephone (506) 857-0100 + Cell Phone (506) 381-1450 + E-Mail mmacbride@grantthornton.ca + + +Michael S. MacBride, CMA +Senior Consultant + +Grant Thornton LLP +Chartered Accountants +PO Box 1005 +633 Main Street Suite 500 +Moncton New Brunswick Canada E1C 8P2 + + +This e-mail is intended solely for the person or entity to which it is +addressed and may contain confidential and/or privileged information. Any +review, dissemination, copying, printing or other use of this e-mail by +persons or entities other than the addressee is prohibited. If you have +received this e-mail in error, please contact the sender immediately and +delete the material from any computer. + +" +"arnold-j/_sent_mail/78.","Message-ID: <12609949.1075857595872.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Login ID's needed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +duke8duke + + + + +Ina Rangel +10/24/2000 03:16 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Larry +May/Corp/Enron@Enron, Jay Reitmeyer/HOU/ECT@ECT, Kenneth +Shulklapper/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Tori Kuykendall/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Frank Ermis/HOU/ECT@ECT, Steven P South/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT +cc: +Subject: Login ID's needed + +The Enron Messaging System is going to be implemented soon and I have been +asked to collect everyone's login ID. Please forward me your login ID and I +will send to the correct people. + +Thanks +-Ina + +" +"arnold-j/_sent_mail/780.","Message-ID: <20752539.1075857658524.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 23:57:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you must bet sugar and orange bowls + + + + +John J Lavorato@ENRON +01/02/2001 07:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +current including tb -500 equals 4170 + +" +"arnold-j/_sent_mail/781.","Message-ID: <23162967.1075857658546.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 09:31:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i was thinking about 25. i'll sell everything on access down 15 + + + + +Mike Maggi@ENRON +01/01/2001 05:28 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +15-25 lower + +" +"arnold-j/_sent_mail/782.","Message-ID: <1473576.1075857658567.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 08:55:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +if we were open today, where would you open it?" +"arnold-j/_sent_mail/783.","Message-ID: <3233370.1075857658589.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 08:36:00 -0800 (PST) +From: john.arnold@enron.com +To: edie.leschber@enron.com +Subject: Re: Gas Team - Reorg +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Edie Leschber +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that info is correct. + + + + + + From: Edie Leschber 12/29/2000 12:30 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Team - Reorg + +John, +My name is Edie Leschber and I will be your Business Analysis and Reporting +Contact effective immediately. I am currently in the process of +verifying team members under your section of the Gas Team. Attached is a +file with the current list. Please confirm that your list is complete and/or +send me changes to it at your earliest convenience. New cost centers have +been set up due to the reorganization and we would like to begin using these +as soon as possible. I look forward to meeting you and working with you very +soon. Thank you for your assistance. + + + +Edie Leschber +X30669 + +" +"arnold-j/_sent_mail/784.","Message-ID: <18627096.1075857658610.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 08:36:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i would have paid you in full Tueday morning and resigned my bookie +services... + + + + +John J Lavorato@ENRON +12/31/2000 10:43 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Almost pulled off the 4 tease yesterday. +I was robbed + +Denver +3 350 +Phili +3 350 + + +" +"arnold-j/_sent_mail/785.","Message-ID: <2752057.1075857658632.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 23:31:00 -0800 (PST) +From: john.arnold@enron.com +To: torrey.moorer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Torrey: +Can you also approve Mike Maggi to trade crude as well. Thanks for your help. +John" +"arnold-j/_sent_mail/786.","Message-ID: <15827855.1075857658654.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 23:14:00 -0800 (PST) +From: john.arnold@enron.com +To: torrey.moorer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +torrey: +please set me up to trade crude. +John" +"arnold-j/_sent_mail/787.","Message-ID: <32776644.1075857658676.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 23:07:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: NG YEAR ENd Quiz +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fill me in. how can i eavesdrop?? + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: NG YEAR ENd Quiz + +I belong to a natgas discussion group on the internet. This is from one of +the guys. Basically they are a bunch of gastraders from various firms ( a lot +of producers, some industrials, some small shops and few i--banker types) I +found the test to be mildly amusing. And since I had no idea what 'club no +minors' was-- i was hoping for some insight from you guys. Fortunately, the +lovely Ms. Shipos was able to fill me in. + +Anyway, while occasionally garbage, the discussions do provide insight on +what others are thinking of production, storage and other such matters. And +when I was a marketer, I found a few leads. Finally, since a lot of the +information revolves around gossip about a particular 'super trader' at the +big ENE , i find it amusing that one of the most reserved and modest +individuals I know is so talked about on the internet. + +JF + +" +"arnold-j/_sent_mail/788.","Message-ID: <13960264.1075857658698.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:52:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: fund views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +very useful...thx. keep me posted + + + + +Caroline Abramo@ENRON +12/22/2000 11:41 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jennifer +Fraser/HOU/ECT@ECT +cc: Per Sekse/NY/ECT@ECT +Subject: fund views + +Hi- all the funds are trying to figure out what the play is for next year- +major divergence of opinions. Most everyone we talk to takes a macro view. + ++ Dwight Anderson from Tudor thinks anything above $6 is a sale from the +perspective of shut in industrial demand- he believes that between $6-7 no +industrial (basic industry type) can operate. He tracks all the plant +closures similar to what Elena does in Mike Robert's group but it seems on a +more comprehensive level (Jen- it would be good for fundamentals to track +this number- do some scenario analysis on it under various economic +conditions- like recession!!). I will try to find out what his total number +for turned back gas is- just ammonia is a little more than 1/2 Bcf which does +not seem all that meaningful but the total may bring us back into balance for +the summer. + +While he's a seller above $6, he'd also be a buyer of summer at lower levels +He firmly believes in increased production in 02 (still has 1.1 day short) +based on his relationship with the producing community although I personally +think that 1Q02 sees little. I know that the fundamentals group is tracking +these numbers from the producing community and has seen no increase in 3q +over 2q and is doubtful for any in 4q over 3q. + +He really believes theories on products being out of whack- heat/gas, +crude/propane.... + ++ Jim Pulaski is a bull period- he really likes april and may on the 0 +storage scenario- I agree that we try to build storage in April but with the +backwardation out there what is the incentive??? as well, with lower +baseloads for the summer- deliverability should not be an issue. I am torn +on this one. + ++ Catequil- new fund- Paul Touradji - used to be with Tiger- they do the same +analysis as Dwight- just starting up and one of their mandates is to be long +nat gas!! through vol or outright. + ++ Harvard- not really sure of the view yet- they have not been active in gas +just crude/products- they like buying cheap vol- because they do not have MTM +issues- they like to look out in the calendar years. + ++ The other people we are starting relationships with in the new year are: +Moore Capital, Global Advisors, Caxton, Paloma Partners, Kingdon, Renaissance +(program trader) - just so you know the names- as I get to know them better, +I'll try to fwd on thoughts regularly. + +Have a great holiday! I'll be here next week. + +Caroline + + + + + + + + +" +"arnold-j/_sent_mail/789.","Message-ID: <17569138.1075857658721.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:52:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: End of the YEar +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx and have fun on vaca + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: End of the YEar + +Hey: +Sorry I didn't get to come by before I left. I have been in London since +12/15.I hope the expiry goes smoothly for you. Also I hope your holliday +season is going well ( however abridged it is by the NYMEX and Enron) + Many of the guys over here asked about nat gas and EOL in the US. I +suggested they visit with you when they are over in the US. In particular, +Chris Mahoney (gasoil trader) will be in Houston the 27 t0 30. I told him he +should come and watch you deal with the AGA number and NX1 at the same time. +Chris is a really good guy. His team loves him and will definitely play a +large role in turning the crude and products group around. + + Anyway you were a great pal over the last 12 months and gave me a lot of +good advice. I do miss listening to the banter on the gas floor (and the +gambling!), but there are a lot of good people in crude and products +(especially in London) and I think we will be able to deliver on the goods. I +think you are wonderful and I'm very happy we had the chance to work together. + +Happy New Year! +Jen + +PS I am coming back on the 6th. Once I finish up the week, I am off to Berlin +for New Year's Eve and then a little trip over to Prague. + +PPS If there is any other info you need let me know. By Jan 15, I should have +about 15 analysts and be able to devote some to special projects. + +PPS A London HOuston Comparison + London HOUSTON +Employee Referral BMW Z3 Maybe 2K, usually a slap on the back +Parking Avail 10 spots 100's +Parking Fee Monthly auction, with 10 top ten bids Set annual, space yours +for your ENE life + winning, lowest of the ten setting + monthly price +Building Across from Buckingham Palace Demilitarized zone +Holiday 5 weeks ???? +Trading Day 8 am - 8:30 pm 6-6:30 +Closest Bar British Pub, one Block Ninfa's Allen Ctr + + + + + + + +John Arnold +26/12/2000 19:03 +To: Jennifer Fraser/HOU/ECT@ECT +cc: +Subject: Re: NG Expiry + +sorry didnt respond to your message. don't know how to do that instant +messenger thing anymore. volume very, very light. most of stated volume in +spreads and TAS. No one seems to want to be in the office this week. +Everyone wants to get this year over with. +Keep pumping in the fundamental info. very good stuff and i'm not getting +it anywhere else. + + + + + + From: Jennifer Fraser 12/26/2000 12:16 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: NG Expiry + +Hey + + + + + + + +" +"arnold-j/_sent_mail/79.","Message-ID: <5621742.1075857595894.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Sunday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks...It just seems like all the time. + + + + +Andy Zipper@ENRON +10/24/2000 03:41 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Sunday + +FYI regarding Sunday outages. +---------------------- Forwarded by Andy Zipper/Corp/Enron on 10/24/2000 +03:38 PM --------------------------- +From: Bob Hillier on 10/24/2000 02:22 PM +To: Andy Zipper/Corp/Enron@Enron +cc: David Forster/Corp/Enron@Enron, Jay Webb/HOU/ECT@ECT + +Subject: Re: Sunday + +Andy, Here is what I am aware of regarding availability of EOL for Sunday +Trading. + +The first Sunday that we opened for trading (I believe it was 10/1), we +experienced a shutdown of the entire site late Saturday which, unfortunately +included our monitors, which is why we were not aware of it until just prior +to trading time. Trading was to open at 2:00pm and we had the site up by +aprox 2:15pm. + +I am not aware of any issues on 10/8 and 10/15. + +This past Sunday, 10/22 we had a problem with a release that we pushed out on +Saturday. We are working on our release procedures and will make every +effort to have smoother releases in the future. + +I hope this answers your questions, if not feel free to give me a call. + +3-0305 +bbh + + + + + + Andy Zipper + 10/24/2000 09:04 AM + + To: Bob Hillier/NA/Enron@Enron, David Forster/Corp/Enron@Enron, Jay +Webb/HOU/ECT@ECT + cc: + Subject: sunday + +Can we get to the bottom of this asap. +---------------------- Forwarded by Andy Zipper/Corp/Enron on 10/24/2000 +09:02 AM --------------------------- + + +John Arnold@ECT +10/22/2000 06:23 PM +To: Andy Zipper/Corp/Enron@Enron +cc: + +Subject: + +Andy: +I tried to open EOL at 4 on Sunday, but we had systems problems that delayed +the opening until 6:05. This is the third time in four or five sessions when +EOL had problems on Sunday. Anything you can do to improve reliability would +be appreciated. +John + + + + + + + +" +"arnold-j/_sent_mail/790.","Message-ID: <5508781.1075857658744.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:50:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: NG YEAR ENd Quiz +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what is this??? + + + + + + From: Jennifer Fraser 12/27/2000 12:19 PM + + +To: Bill Berkeland/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Jennifer +Shipos/HOU/ECT@ECT +cc: +Subject: NG YEAR ENd Quiz + + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 27/12/2000 +18:21 --------------------------- + + +RBrown5658@aol.com@wwwww.aescon.com on 27/12/2000 12:04:03 +Supplemental Bonus question: See no 12---- Is Jeff Shankman's picture there + +Here is your year end NG quiz. Forgive pore spelling please! + +1. On Jan 4, 2000, what was the settle price of the prompt month Nymex +contract? + +2. What caused numerous OTC energy brokerages to consolidate or go out of +business in 2000? + +3. Every 11 years, an astronomical event occurs that correlates with high +energy prics. This is one of those years. What is the event? + +4. What trading company's motto is ""unrelenting thinking?"" + +5. What is intellectual capital? Where was the idea of it conceived? + +6. If a supertrader is wearing a blue shirt with white collar and cuffs, +what is the appropriate foot accesory: red socks, sandals or ""spats""? + +7. On March 31, 2000, what was the settle of the prompt month Nymex +contract? + +8. What is the name of a prominent national weather service that doesn't +provide intra-day Canadian air temp graphics? + +9. What is a ""polar pig""? Who coined the phrase? + +10. What do Nicholas Leeson and Value-at-Risk have in common? + +11. What type of food is served at the restaurant in Houston which houses +the famous bar - ""Club No Minors""? + +12. What is the name of the small town in Texas where the Natural Gas +Traders Hall of Fame is allegedly located? + +13. What is the name of the $1.59 grocery store tabloid that predicted our +current weather on Sept. 12, 2000? + +14. What are the names of the three northern hemisphere weather models used +today? + +15. In the year 2000, what astrological event had a 100% correlation with +counter-trend price moves? + +16. On Feb 3, 2001, what astrological event will occur that some floor +traders say will affect price of NG? + +17. In the year 2000, one Houston oil company paid $160 million to learn the +hard way that OPEC can do what? + +18. What was the highest IFGMR index posted to date? + +19. What city issued warrants for the arrest of several of its gas utility's +executives in 2000? + +20. Who is the president of Enron Online? + +21. During 2000's Shell Open golf tourney, within a 25 cent window what was +the average price of the prompt month Nymex contract? + +22. What weather event struck Ft. Worth, Texas on March 28, 2000? + +23. How many Nobel laureates advised the supertraders at failed Long Term +Capital Management? + +24. What is a ""deal cop""? + +25. The AGA states upon its web page that portion of the gas business that +it represents. Which of the following is that group? Traders, marketers, +pipelines, utilities, home consumers, producers, industrials? + +26. What type of meat product was used to verbally describe AGA's Chris +McGill's reaction to the notion that there would be a shortage of gas supply +this winter? + +27. How many utilities have been rumored to be considering bankruptcy in +California due to high energy prices? + +28. The original design for Alliance pipeline was conceived where and drawn +on what? + +29. Which of the following is considered to be improper to put on a +Philadelphia Gas Works expense account: business mileage, business meals, +business lodging or artworks? + +30. At a late night industry party during Gas Fair this year, two female +brokers were mistakenly hassled by Houston Police as possibly being of what +occupation? + + + + + + + +" +"arnold-j/_sent_mail/791.","Message-ID: <9417552.1075857658765.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:43:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: Vegas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wish you guys were going a week earlier. i'm going next weekend. too much +vegas is bad for the soul....and the wallet. + + + + +Jennifer Shipos +12/27/2000 04:28 PM +To: John.arnold@enron.com +cc: +Subject: Vegas + +Come to Vegas with us. (Jan 12-14) If you are going to spend a fortune on +your painting, you should at least see it one more time before you buy it. +What do you think? + +" +"arnold-j/_sent_mail/792.","Message-ID: <4550510.1075857658787.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:42:00 -0800 (PST) +From: john.arnold@enron.com +To: kenneth.thibodeaux@enron.com +Subject: Re: 12/26 and 12/27 Maturity Gap Risk Limit Violation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kenneth Thibodeaux +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The positions went over limits due to the sale of HPL and subsequent unwind +of hedges associated with the transaction. Attempts are being made to +unwind those positions currently + + + + +Kenneth Thibodeaux@ENRON +12/28/2000 09:43 AM +To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Frank +Hayden/Corp/Enron@Enron +cc: +Subject: 12/26 and 12/27 Maturity Gap Risk Limit Violation + + +The PRELIMINARY DPR indicates a Maturity Gap Risk violation for Gas Trading +as follows: + + 12/26 Maturity/Gap Risk: 202 Bcf + 12/27 Maturity/Gap Risk: 205 Bcf + Maturity Gap Risk Limit: 200 Bcf + +Please provide an explanation for the memos. If you have any questions, +please call me at 5-4541. + +Thank you, + +Johnny Thibodeaux + +" +"arnold-j/_sent_mail/793.","Message-ID: <9875279.1075857658808.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 06:56:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/27/2000 02:55 +PM --------------------------- + + +Jim Schwieger +12/27/2000 02:49 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + +" +"arnold-j/_sent_mail/794.","Message-ID: <13599598.1075857658830.JavaMail.evans@thyme> +Date: Tue, 26 Dec 2000 11:35:00 -0800 (PST) +From: john.arnold@enron.com +To: stephanie.sever@enron.com +Subject: Re: ICE +Cc: dutch.quigley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dutch.quigley@enron.com +X-From: John Arnold +X-To: Stephanie Sever +X-cc: Dutch Quigley +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please approve Dutch for ICE + + + + Enron North America Corp. + + From: Dutch Quigley 12/22/2000 10:59 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ICE + +John, + +Can you send an email to Stephanie Sever to approve my access to the ICE +system. + +Dutch +---------------------- Forwarded by Dutch Quigley/HOU/ECT on 12/22/2000 10:58 +AM --------------------------- + + + +From: Stephanie Sever + 12/22/2000 09:34 AM + + + + + +To: Dutch Quigley/HOU/ECT@ECT +cc: +Subject: ICE + +Dutch, + +As John Arnold is not an approver on ICE, please have him send an email +giving his OK for your access. + +Thanks, +Stephanie x33465 + + + +" +"arnold-j/_sent_mail/795.","Message-ID: <29212330.1075857658852.JavaMail.evans@thyme> +Date: Tue, 26 Dec 2000 11:34:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Here is the name of an available options trader: +Jeremy Sorkin +VP, Deutsche Bank +713 757 9200 + +Would fit Enron culture, but have had little contact with him professionally. +Might be worth bringing him in. Tell me if you want me to call him." +"arnold-j/_sent_mail/796.","Message-ID: <3181514.1075857658873.JavaMail.evans@thyme> +Date: Tue, 26 Dec 2000 11:03:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: NG Expiry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sorry didnt respond to your message. don't know how to do that instant +messenger thing anymore. volume very, very light. most of stated volume in +spreads and TAS. No one seems to want to be in the office this week. +Everyone wants to get this year over with. +Keep pumping in the fundamental info. very good stuff and i'm not getting +it anywhere else. + + + + + + From: Jennifer Fraser 12/26/2000 12:16 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: NG Expiry + +Hey + +" +"arnold-j/_sent_mail/797.","Message-ID: <19506151.1075857658895.JavaMail.evans@thyme> +Date: Mon, 25 Dec 2000 13:17:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +asshole + + + + +John J Lavorato@ENRON +12/23/2000 10:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +john + + +I cant' seem to make my gambling problem go away. + +bills +3 250 +denver -7 250 +jack +3 1/2 250 + + +" +"arnold-j/_sent_mail/798.","Message-ID: <13083834.1075857658916.JavaMail.evans@thyme> +Date: Mon, 25 Dec 2000 13:16:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +asshole + + + + +John J Lavorato@ENRON +12/24/2000 08:45 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +rams -3.5 +wash -7 +raiders -9 1/2 +balt -5 +bears lions over 37 +eagles bengals under 35 1/2 +pats +4 +vikings +5.5 + + +" +"arnold-j/_sent_mail/799.","Message-ID: <17805507.1075857658940.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 10:29:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: Plants Shut Down and Sell the Energy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the market had to get to a price whereby these guys shut down. there is just +not enough gas to allow everybody who wants to to burn it. the elasticity of +demand is in the industrial sector. million dollar question is have we +gotten to a high enough price whereby we end the year with gas in the ground +and deliverability to meet a late cold snap. shutdown of processing, +distillate and resid switching, loss of industrial load...maybe we have. +good holidays, +john + + + + +slafontaine@globalp.com on 12/22/2000 07:11:26 AM +To: slafontaine@globalp.com +cc: +Subject: Plants Shut Down and Sell the Energy + + + +Subject: Plants Shut Down and Sell the Energy + + + +Plants Shut Down and Sell the Energy +By Peter Behr +Washington Post Staff Writer +Thursday, December 21, 2000; Page E01 +Kaiser Aluminum Corp. had planned to spend December making aluminum at its +giant smelters in the Pacific Northwest, run by electricity from the +Bonneville Power Administration's Columbia River dams. Then it saw a better +deal. With California desperate for power and electricity prices hitting +unheard-of peaks, Kaiser shut down its two U.S. smelters last week. It is +selling the electricity it no longer needs -- for about 20 times what it +pays Bonneville under long-standing contracts. +It is a measure of this winter's fuel crunch: Some big industrial firms in +energy-intensive sectors such as paper, fertilizers, metals and even +oil-field operations can make more money by selling their electricity or +natural gas than manufacturing their products. The shifts by such large +industrial consumers of energy -- described as unprecedented by analysts -- +will free up more fuel for households and businesses this winter. But they +also are sowing seeds of potential problems next year. Shortages of aluminum +and fertilizer, for example, are likely to give another upward jolt to +consumer prices and further weaken the economy, analysts said. +""The fertilizer picture is particularly worrying us because we don't know +what they're going to use to grow crops with,"" said David Wyss, chief +economist at Standard & Poor's. Some economists have recently increased +their warnings about the damaging impact of this winter's heating bills on +an already weakening economy. Goldman Sachs analysts last week estimated +that gas heating bills will double this winter to more than $1,000 for a +typical U.S. household. +That and higher electricity prices will cost consumers $20 billion in higher +energy costs compared with a year ago, they estimated, cutting the expected +growth in the nation's economic output by one percentage point on an annual +rate in the first three months of next year. ""Overall, the recent energy +price developments have thus added to the risk of a sharp economic +slowdown,"" the Goldman Sachs report concluded. Terra Industries Inc., in +Sioux City, Iowa, has closed three of its six U.S. ammonia plants, which use +natural gas as a main ingredient for fertilizer production. Like Kaiser, the +company realized it would be much more profitable to stop production in +December and sell the natural gas back to the market at current prices, +which are much higher than the price Terra was obligated to pay under its +existing December supply contract, said Mark Rosenbury, chief administrative +officer. +""We looked at these [current] prices and said, 'This is crazy,' "" he said. +Terra hasn't disclosed the profit it will make selling its gas, but +Rosenbury said it would be ""substantial."" In coming months, Terra's good +fortune could be reversed. It usually buys gas a month at a time, and the +prices for January delivery most likely will be well above its break-even +point. That would keep Terra's plants closed, Rosenbury said, but eliminate +the opportunity to sell the natural gas at a profit. ""If this persists,"" +Rosenbury said, ""it's going to be a real problem."" +He estimates that out of a total annual U.S. production capacity of 18 +million tons of ammonia, about 4 million tons of production isn't operating +now. ""Could we be short of fertilizer next spring? It's possible that +farmers will not have as much as they want,"" Rosenbury said. Royster-Clark +Inc., a Norfolk and New York City-based fertilizer manufacturer and +distributor, has shut down its one plant in East Dubuque, Ill., +indefinitely, and 72 production workers will be laid off, beginning next +month. The story is the same -- natural gas prices are too high to justify +continued production. ""We believe it's likely this is a speculative bubble +[in natural gas prices] that will burst and in a few weeks we'll be able to +buy gas at a more reasonable price, but that remains to be seen,"" said Paul +M. Murphy, the company's managing director for financial planning. A +continuation of high natural gas prices would likely shrink production and +raise fertilizer prices to a point that could affect farmers' decisions to +plant feed corn, he said. ""It's sticker shock."" +According to Wyss, if this winter remains unusually cold and natural gas +remains above $7 per million cubic feet -- double the level a year ago -- +farm products could rise significantly a year from now and into 2002. In the +aluminum industry, several smaller producers have joined Kaiser, the +industry's No. 2 manufacturer, in closing down, noted Lloyd O'Carroll, an +analyst with BB&T Capital Markets in Richmond. +Aluminum production in November was 8.3 percent below that of November 1999, +and December's production will be lower still, he said. ""We'll get more +production cut announcements, I think,"" he said. A slowing in the U.S. and +world economies next year could ease the impact of reduced aluminum +supplies. ""But if the world economy doesn't fall completely apart, then +[aluminum] prices are going to rise, and they could rise significantly more +than the current forecast,"" he said. In Kaiser's case, it's an open question +how much of its electric windfall it will keep. Kaiser is contractually +entitled to buy electricity from Bonneville at $22.50 a megawatt per hour, +says spokesman Scott Lamb. That is the power it has sold back to Bonneville +for $550 a megawatt hour for December. +But the Bonneville Authority is pressuring Kaiser to use these and future +profits from power resales to compensate employees at the shut-down plants, +to invest in new electric generating capacity, or even to refund to +Bonneville's other customers, said Bonneville spokesman Ed Mosey. Kaiser and +Bonneville have negotiated a new power purchase deal to take effect after +next October, but the power authority says it intends to reduce deliveries +to Kaiser if the company tries to pocket the electricity sale profits. ""Out +here, a deal is a deal, but it has to be a moral deal. There has to be an +ethical dimension to this and we're not shy in trying to make sure they live +up their advantage in having access to this publicly-owned power,"" Mosey +said. +, 2000 The Washington Post Company + + + + + + + + + + +" +"arnold-j/_sent_mail/8.","Message-ID: <5750525.1075857594357.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:12:00 -0800 (PST) +From: john.arnold@enron.com +To: catherine.pernot@enron.com +Subject: Re: EIM Due Diligence: Nymex, Enron Gas Data +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Catherine Pernot +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Catherine: +Sorry it's been so long since I could respond. With the craziness here I am +way behind on everything. +#1. 3 years +#2. volume way down on exchange recently with recent volatility. volume +probably averaging 25000 these days. EOL volume averaging around 14000. +Very high percent of market. Current market conditions shows why our +transactional model of being one side of every trade is superior. +#3. good liquidity first 3 years. okay liquidity years 4-6. +#4. calendar 2004-2008 maybe 1 trade a day. 70% chance Enron is one side. +calendar 2009-2013 very rare that it trades. + + + + +Catherine Pernot@ENRON + +12/01/2000 02:31 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: EIM Due Diligence: Nymex, Enron Gas Data + +Per my voicemail, I've included a list of the Investors' questions and +preliminary answers. The answers are attempts by our group, Bob Crane and +Bryon Hoskins but need confirmation by you. Would you mind giving us some +feedback for #4 as well? I could not find these numbers. These are again +going to be forwarded to Bain Capital, the potential equity investor in the +pulp, paper and steel net works fund. They are in their final stages of due +diligence and are comparing pulp and paper facts with gas. (They are under a +confidentiality agreement). +Please call with any questions +Thank you, +Catherine Rentz Pernot + X57654 + +1. # of years of NYMEX visibility on the typical gas curve. + +3 years + +2. # of daily trades on NYMEX, in total and for Enron specifically. + +102,492 daily trades on NYMEX (11/28/00)and ours amounts to 8,061 per day +(usually around 10% daily NYMEX trades) + +3. length and nature of ""price discovery"" windows past the NYMEX portion of +the gas curve (e.g., 7 years of visibility provided by proprietary market +making past NYMEX, then 10 years of macro / industry average assumptions). + +NYMEX price discovery equates to about 3 years. Liquidity of the market and +proprietary market information equates to about 2 years after that with the +remaining portion coming from more macro industry information. + +4. trade volume data (# of daily trades as well) for each 5 year increment of +the gas curve beyond the NYMEX portion, in total and for Enron specifically. + +?? + +" +"arnold-j/_sent_mail/80.","Message-ID: <28904100.1075857595915.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 09:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: tammy.shepperd@enron.com +Subject: Re: Gas Org Chart +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tammy R Shepperd +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Brian Hoskins is an analyst who rotated off the gas floor. +Pete Keavey now reports to Scott Neal + +My aa is Ina Rangel + + + + Enron North America Corp. + + From: Tammy R Shepperd 10/24/2000 08:06 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Org Chart + +John, +Do you have any changes or vacancies? Also who is your administrative +assistant? + + + + +Thanks, +Tammy +x36589 +---------------------- Forwarded by Tammy R Shepperd/HOU/ECT on 10/24/2000 +08:06 AM --------------------------- + + Enron North America Corp. + + From: Tammy R Shepperd 10/23/2000 01:02 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Org Chart + +John, + +Attached is the org chart with updates I have received to date. Please +review your organization and advise if you have changes. + +I'd like to give Dave and John updates this evening. + +Thanks, +Tammy + + + + + +" +"arnold-j/_sent_mail/800.","Message-ID: <18731712.1075857658964.JavaMail.evans@thyme> +Date: Thu, 21 Dec 2000 23:26:00 -0800 (PST) +From: john.arnold@enron.com +To: phillip.allen@enron.com +Subject: Plants Shut Down and Sell the Energy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/22/2000 07:25 +AM --------------------------- + + +slafontaine@globalp.com on 12/22/2000 07:11:26 AM +To: slafontaine@globalp.com +cc: +Subject: Plants Shut Down and Sell the Energy + + + +Subject: Plants Shut Down and Sell the Energy + + + +Plants Shut Down and Sell the Energy +By Peter Behr +Washington Post Staff Writer +Thursday, December 21, 2000; Page E01 +Kaiser Aluminum Corp. had planned to spend December making aluminum at its +giant smelters in the Pacific Northwest, run by electricity from the +Bonneville Power Administration's Columbia River dams. Then it saw a better +deal. With California desperate for power and electricity prices hitting +unheard-of peaks, Kaiser shut down its two U.S. smelters last week. It is +selling the electricity it no longer needs -- for about 20 times what it +pays Bonneville under long-standing contracts. +It is a measure of this winter's fuel crunch: Some big industrial firms in +energy-intensive sectors such as paper, fertilizers, metals and even +oil-field operations can make more money by selling their electricity or +natural gas than manufacturing their products. The shifts by such large +industrial consumers of energy -- described as unprecedented by analysts -- +will free up more fuel for households and businesses this winter. But they +also are sowing seeds of potential problems next year. Shortages of aluminum +and fertilizer, for example, are likely to give another upward jolt to +consumer prices and further weaken the economy, analysts said. +""The fertilizer picture is particularly worrying us because we don't know +what they're going to use to grow crops with,"" said David Wyss, chief +economist at Standard & Poor's. Some economists have recently increased +their warnings about the damaging impact of this winter's heating bills on +an already weakening economy. Goldman Sachs analysts last week estimated +that gas heating bills will double this winter to more than $1,000 for a +typical U.S. household. +That and higher electricity prices will cost consumers $20 billion in higher +energy costs compared with a year ago, they estimated, cutting the expected +growth in the nation's economic output by one percentage point on an annual +rate in the first three months of next year. ""Overall, the recent energy +price developments have thus added to the risk of a sharp economic +slowdown,"" the Goldman Sachs report concluded. Terra Industries Inc., in +Sioux City, Iowa, has closed three of its six U.S. ammonia plants, which use +natural gas as a main ingredient for fertilizer production. Like Kaiser, the +company realized it would be much more profitable to stop production in +December and sell the natural gas back to the market at current prices, +which are much higher than the price Terra was obligated to pay under its +existing December supply contract, said Mark Rosenbury, chief administrative +officer. +""We looked at these [current] prices and said, 'This is crazy,' "" he said. +Terra hasn't disclosed the profit it will make selling its gas, but +Rosenbury said it would be ""substantial."" In coming months, Terra's good +fortune could be reversed. It usually buys gas a month at a time, and the +prices for January delivery most likely will be well above its break-even +point. That would keep Terra's plants closed, Rosenbury said, but eliminate +the opportunity to sell the natural gas at a profit. ""If this persists,"" +Rosenbury said, ""it's going to be a real problem."" +He estimates that out of a total annual U.S. production capacity of 18 +million tons of ammonia, about 4 million tons of production isn't operating +now. ""Could we be short of fertilizer next spring? It's possible that +farmers will not have as much as they want,"" Rosenbury said. Royster-Clark +Inc., a Norfolk and New York City-based fertilizer manufacturer and +distributor, has shut down its one plant in East Dubuque, Ill., +indefinitely, and 72 production workers will be laid off, beginning next +month. The story is the same -- natural gas prices are too high to justify +continued production. ""We believe it's likely this is a speculative bubble +[in natural gas prices] that will burst and in a few weeks we'll be able to +buy gas at a more reasonable price, but that remains to be seen,"" said Paul +M. Murphy, the company's managing director for financial planning. A +continuation of high natural gas prices would likely shrink production and +raise fertilizer prices to a point that could affect farmers' decisions to +plant feed corn, he said. ""It's sticker shock."" +According to Wyss, if this winter remains unusually cold and natural gas +remains above $7 per million cubic feet -- double the level a year ago -- +farm products could rise significantly a year from now and into 2002. In the +aluminum industry, several smaller producers have joined Kaiser, the +industry's No. 2 manufacturer, in closing down, noted Lloyd O'Carroll, an +analyst with BB&T Capital Markets in Richmond. +Aluminum production in November was 8.3 percent below that of November 1999, +and December's production will be lower still, he said. ""We'll get more +production cut announcements, I think,"" he said. A slowing in the U.S. and +world economies next year could ease the impact of reduced aluminum +supplies. ""But if the world economy doesn't fall completely apart, then +[aluminum] prices are going to rise, and they could rise significantly more +than the current forecast,"" he said. In Kaiser's case, it's an open question +how much of its electric windfall it will keep. Kaiser is contractually +entitled to buy electricity from Bonneville at $22.50 a megawatt per hour, +says spokesman Scott Lamb. That is the power it has sold back to Bonneville +for $550 a megawatt hour for December. +But the Bonneville Authority is pressuring Kaiser to use these and future +profits from power resales to compensate employees at the shut-down plants, +to invest in new electric generating capacity, or even to refund to +Bonneville's other customers, said Bonneville spokesman Ed Mosey. Kaiser and +Bonneville have negotiated a new power purchase deal to take effect after +next October, but the power authority says it intends to reduce deliveries +to Kaiser if the company tries to pocket the electricity sale profits. ""Out +here, a deal is a deal, but it has to be a moral deal. There has to be an +ethical dimension to this and we're not shy in trying to make sure they live +up their advantage in having access to this publicly-owned power,"" Mosey +said. +, 2000 The Washington Post Company + + + + + + + + + +" +"arnold-j/_sent_mail/801.","Message-ID: <16208484.1075857658986.JavaMail.evans@thyme> +Date: Thu, 21 Dec 2000 06:40:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i know + + + + +Jennifer Shipos +12/21/2000 12:45 PM +To: john.arnold@enron.com +cc: +Subject: + +Thanks. You're the best! + +" +"arnold-j/_sent_mail/802.","Message-ID: <21111738.1075857659010.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 08:56:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: APIs +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Any idea what amount of switching in gas equivalents does the implied demand +of resid equate to? + + + + + + From: Jennifer Fraser 12/20/2000 03:05 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: APIs + +JA: +See note on switching. It is hard to monitor the distiallte because any +switching is being absorbed by the incessant arrival of European cargoes. We +hope to have you guys some better numbers before the end of the week. + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 20/12/2000 +09:00 --------------------------- + + +Alex Mcleish@ENRON +20/12/2000 02:40 +To: London, jennifer.fraser@enron.com, Sarah Mulholland/HOU/ECT@ECT +cc: +Subject: APIs + +PIRA report attached - bit uninspired this week, like the stats. + +Crude went back to the usual pattern and built 2 .4 mbbls, as opposed to an +implied draw (excl SPR) of 2 (although half of this in PADD 5). Perhaps +surprisingly, runs were down again, but most of this was non-CDU, and +gasoline bore the brunt of the output drop as a result. +Distillate demand, the main factor to watch, did fall, but not by much (240 +kbd), and only another weak import showing prevented a build. The cold +weather and switching are definitely having an impact, as this demand is well +above last year's Y2K inflated levels. Most of the draw was in low sulphur +material, but PADD 1 still suffered a 500 kbbls drop in heating oil stocks. +However, it does sems to be building up in PADD 3. +Gasoline stocks did build, but interestingly only in blending components, not +the finished material. Evidence of high gas prices impacting on production? +Stocks rose in PADD 1 by almost the same amount as they fell in PADD 3. +Imports were very strong, however, at 500 kbd. +Again, the real shoker was resid - demand up 57% to 1600 kbd, an incredibly +high number, and clear evidence (if repeated next week) of switching. + + + + + +" +"arnold-j/_sent_mail/803.","Message-ID: <20430944.1075857659032.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 08:55:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: Re: confidential employee information-dutch quigley +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx + + + + +Jeanie Slone +12/19/2000 04:51 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: confidential employee information-dutch quigley + +Dutch requested a meeting with me today and I gave him the scoop on the +promotion. I will follow-up with him after our meeting the first week of +Jan. He was ok with everything. let me know if you need anything else. +---------------------- Forwarded by Jeanie Slone/HOU/ECT on 12/19/2000 04:45 +PM --------------------------- + + +Jeanie Slone +12/19/2000 10:09 AM +To: John Arnold/HOU/ECT@ECT +cc: Ted C Bland/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT + +Subject: confidential employee information-dutch quigley + +John, +As we discussed earlier, ENA HR is working with the A/A program to develop a +process for placing sr. spec into associate titles. Unfortunately, that +process has not been finalized and as such, Dutch is not yet an associate. +Ted is finalizing the process this week and it will likely require Dutch to +interview with 4 other commercial managers outside of ENA. + +Additionally, there are two other sr. spec. on the gas trading floor in +similar situations and we will be discussing them at a promotion meeting to +be held the first week of Jan. I would like to handle all of these +consistently and had planned to include Dutch's promotion in this +discussion. I would recommend that we hold on a title change for Dutch until +after this meeting and manage it through the promotions process. + +Per the message attached below, Dutch believes he has already received the +title change. Please clarify the situation with him at your earliest +convenience. If you need my assistance with this please let me know. I +apologize if there was any confusion from our previous discussions. Please +contact me with any questions/concerns. + +---------------------- Forwarded by Jeanie Slone/HOU/ECT on 12/19/2000 09:21 +AM --------------------------- + + +people.finder@ENRON +12/19/2000 09:19 AM +Sent by: Felicia Buenrostro@ENRON +To: Dutch.Quigley@enron.com +cc: Jeanie Slone/HOU/ECT@ECT + +Subject: Re: PeopleFinder Feedback + +Dutch, + +Unfortunately, I cannot make that change for you. + +Please contacct your HR Rep (Jeanne Slone). Your HR Rep can only change your +title. + +Thanks. + +Felicia + + + + +Dutch.Quigley@enron.com on 12/18/2000 08:05:19 AM +To: people.finder@enron.com +cc: + +Subject: PeopleFinder Feedback + + +My job title needs to be updated to ASSOCIATE. + +Dutch + + + + + + + + +" +"arnold-j/_sent_mail/804.","Message-ID: <20375412.1075857659054.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 09:19:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you program my steno in the offices like the ones on my desk?" +"arnold-j/_sent_mail/805.","Message-ID: <26583951.1075857659076.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 09:08:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Greetings from GARP - Mark your Calendars +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/18/2000 05:04 +PM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 12/14/2000 09:44 AM + + +To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Mike +Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron +cc: +Subject: Greetings from GARP - Mark your Calendars + + +---------------------- Forwarded by Frank Hayden/Corp/Enron on 12/14/2000 +09:42 AM --------------------------- + + + + From: Frank Hayden 12/14/2000 09:36 AM + + +To: alemant@epenergy.com, alex_engles@csi.com, arajpal@coral-energy.com, +arubio@mail.utexas.edu, BABusch@mapllc.com, baris.ertan@ac.com, +bhagelm@ect.enron.com, blake.a.pounds@ac.com, bob_deyoung@yahoo.com, +brysonpa@hal-pc.org, bseyfri@ect.enron.com, cpapousek@eesinc.com, +csen@ngccorp.com, dennis.a.cornwell@usa.conoco.com, edhirs@aol.com, +flwrgbm@msn.com, fred.kuo1@jsc.nasa.gov, GCTMAT@worldnet.att.net, +gkla@dynegy.com, Greg_Wright@csc.com, haylett@tamu.edu, jarvis@shellus.com, +jencooper@mindspring.com, jeremy.l.sonnenburg@ac.com, jeremy_mills@iname.com, +jspicer@eesinc.com, jturner4@csc.com, kck8@cornell.edu, +khannas@pge-energy.com, madcapduet@aol.com, magdasr@texaco.com, +mark_loranc@kne.com, markw@primosystems.com, martin.a.makulski@ac.com, +mbernst@ect.enron.com, merrillpl@aol.com, lima@flash.net, +Mike.sepanski@kmtc.com, nhong@ect.enron.com, ostdiek@rice.edu, +Parker3m@kochind.com, pitbull@wt.net, pmeaux@entergy.com, +pzadoro@ect.enron.com, Rabi@shellus.com, rahim_baig@kne.com, +rayjdunn@aol.com, rw22@usa.net, sama@dynegy.com, sstewart@transenergy.com, +stathis@athena.bus.utexas.edu, tmurphy@ect.enron.com, wchi@dynegy.com, +wjs@thorpecorp.com, wskemble@shellus.com, xxenergy@ix.netcom.com, Sunil +Dalal/Corp/Enron@ENRON, Naveen Andrews/Corp/Enron@ENRON, Vladimir +Gorny/HOU/ECT@ECT, Erik Simpson/HOU/ECT@ECT, meriwether.l.anderson@fpc.com, +Murdocwk@bp.com, kschroeder@kpmg.com, glen_sweetnam@reliantenergy.com, +Cassandra Schultz/NA/Enron@Enron, cjcramer@duke-energy.com, +llbloom@alum.mit.edu, yannie_chen@oxy.com, Chowdrya@kochind.com, +djones2347@aol.com, Vince J Kaminski/HOU/ECT@ECT, hoffmanm@kochind.com, +Bharat Khanna/NA/Enron@Enron, David Port/Market Risk/Corp/Enron@ENRON, Rudi +Zipter/HOU/ECT@ECT +cc: + +Subject: Greetings from GARP + + +GREETINGS FROM GARP! WE ARE HAVING THE NEXT MEETING JANUARY 30th AT ENRON. +TIME 6:30PM UNTIL 8:30PM + +Vince Kaminski will lead a discussion regarding volatility in the energy +markets. + +Please RSVP to Rita Hennessy. Her email address is rita.hennessy@enron.com + + + + + + + + + + +" +"arnold-j/_sent_mail/806.","Message-ID: <19207837.1075857659098.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 07:36:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +I just spoke to a guy named Neil Hanover. He is a fund trader for a company +in London. He asked the head EOL marketer to give him a call about setting +him up on the system. Can you help? +his number is 011 44 207 397 0840 + +john" +"arnold-j/_sent_mail/807.","Message-ID: <32484708.1075857659120.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 02:57:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: FLU Vaccinations +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please remind me + + + + +Ina Rangel +12/18/2000 10:25 AM +To: Matthew Lenhart/HOU/ECT@ECT, Kenneth Shulklapper/HOU/ECT@ECT, Jay +Reitmeyer/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Randall L +Gay/HOU/ECT@ECT, Patti Sullivan/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, +Monique Sanchez/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike +Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, +Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Dutch +Quigley/HOU/ECT@ECT +cc: +Subject: FLU Vaccinations + +The nurse from the health center will be here on Tuesday, December 19, 2000 +to give flu vaccinations to anyone interested. + + EB3269 + 3:00 PM - 4:00 PM + Tuesday, 12/19/2000 + Cost: - free for Enron employees and $10 for contract employess. + + + +" +"arnold-j/_sent_mail/808.","Message-ID: <6332153.1075857659141.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 05:17:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: O COME ALL YE FABULOUS! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just called they're on vacation for two weeks.......that sucks + + + + +""Jennifer White"" on 12/15/2000 12:46:59 PM +To: John.Arnold@enron.com +cc: +Subject: Re: O COME ALL YE FABULOUS! + + +OK, you don't have to twist my arm. + +5 more hours... I can't wait! +Jen + +---- John.Arnold@enron.com wrote: +> +> hey: +> any interest in seeing cirque du soleil saturday? +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/809.","Message-ID: <23406879.1075857659164.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 03:33:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: O COME ALL YE FABULOUS! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +any interest in seeing cirque du soleil saturday?" +"arnold-j/_sent_mail/81.","Message-ID: <23707366.1075857595937.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 10:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Do you know my hr rep's name? + + + +Jennifer Burns + +10/23/2000 04:09 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +You are such a Shit Head!!!!! + +" +"arnold-j/_sent_mail/82.","Message-ID: <24384696.1075857595958.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 04:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Create a new NT group +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +pretty much all traders + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/23/2000 10:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Create a new NT group + +John, + +Here is the current list of traders we have for the chat program. Do you +want to include all traders or just desk heads and selected others? + +Brian + + + + + + +" +"arnold-j/_sent_mail/83.","Message-ID: <33309159.1075857595979.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 03:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you just might never get it back + + + + +""Jennifer White"" on 10/23/2000 08:57:44 AM +To: John.Arnold@enron.com +cc: +Subject: Re: + + +Maxwell. I left it at your apartment, so you still have it. + +---- John.Arnold@enron.com wrote: +> +> hey: +> what was the first cd we listened to on Wednesday at my place? +> john +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/84.","Message-ID: <4906791.1075857596002.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 00:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/23/2000 07:42 +AM --------------------------- + +Jennifer Burns + +10/23/2000 07:40 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +That's weird......because Jeff and I were talking about Bill on Friday, I +didn't get the picture that Jeff thought he was that great. And Bill hasn't +been up here at all?????? I won't say anything..... + + + +John Arnold +10/23/2000 07:30 AM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +No, i thought you would have known. don't tell shank i told you. + + + +Jennifer Burns + +10/22/2000 07:24 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +WHAT????????? You are shitting me!!!!!! + + + +John Arnold +10/22/2000 06:26 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +i heard he's interviewing to be Shankman's right hand man + + + +Jennifer Burns + +10/20/2000 02:12 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +I saw Bill Perkins today, he was on 33. I heard someone call my name and I +was like hey Bill. Weird huh? + + + + + + + + + + + + +" +"arnold-j/_sent_mail/85.","Message-ID: <25210607.1075857596024.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +No, i thought you would have known. don't tell shank i told you. + + + +Jennifer Burns + +10/22/2000 07:24 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +WHAT????????? You are shitting me!!!!!! + + + +John Arnold +10/22/2000 06:26 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +i heard he's interviewing to be Shankman's right hand man + + + +Jennifer Burns + +10/20/2000 02:12 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +I saw Bill Perkins today, he was on 33. I heard someone call my name and I +was like hey Bill. Weird huh? + + + + + + + +" +"arnold-j/_sent_mail/86.","Message-ID: <22860495.1075857596045.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +what was the first cd we listened to on Wednesday at my place? +john" +"arnold-j/_sent_mail/87.","Message-ID: <18099021.1075857596066.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: wsx@wsx.wsex.com +Subject: Re: (no subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: wsx@wsx.wsex.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +still have not received credit for funds wired 11/16. Please advise. + + + + +World Sports Exchange on 10/19/2000 06:15:50 AM +Please respond to wsx@wsx.wsex.com +To: jarnold@ect.enron.com +cc: +Subject: Re: (no subject) + + +Hi, + +If you sent a bank wire on Monday then it should take about 2-3 days to +be credited to your account, but sometimes it takes one or two days +longer. So, if you don't see it today, please give us a call at 888 304 +2206 and ask for either Maria or Juliette in the accounts department and +they will assist you. + +Thanks, + +WSEX + +jarnold@ect.enron.com wrote: + +> Hello: +> I have not yet received credit for a $1500 wired on Monday for account +> ""Lavorato"" + + +" +"arnold-j/_sent_mail/88.","Message-ID: <19325260.1075857596087.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i heard he's interviewing to be Shankman's right hand man + + + +Jennifer Burns + +10/20/2000 02:12 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +I saw Bill Perkins today, he was on 33. I heard someone call my name and I +was like hey Bill. Weird huh? + +" +"arnold-j/_sent_mail/89.","Message-ID: <26311561.1075857596109.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +I tried to open EOL at 4 on Sunday, but we had systems problems that delayed +the opening until 6:05. This is the third time in four or five sessions when +EOL had problems on Sunday. Anything you can do to improve reliability would +be appreciated. +John" +"arnold-j/_sent_mail/9.","Message-ID: <12319276.1075857594379.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:04:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +a couple more thoughts. certainly losing lots of indutrial demand both to +switching and slowdown in economy. Big 3 automakers all temporarily closing +plants for instance. switching is significant and has led to cash in the +gulf expiring weak everyday. gas daily spread to prompt trading at +$1....need some very cold weather to justify that. this seems to be the test +of the next 3-5 days. Will the switching/loss of demand/storage management +keep cash futures spread at reasonable levels or will it blow to $5+. Not too +many years ago we had a $50 print on the Hub. unless we get some crazy +prints, you have to question the steep backwardation in the market. + +funny watching the flies in the front. Bot large chunk of g/h/j at $.50 +friday morning. probably worth 1.30 now. crazy. people have seen each +front spread be weak since forever and are already starting to eye up g/h. + +what's the thoughts on distillates... is it tight enough such that gas +switching is the marginal mmbtu of demand and pulls it up or is the market +too oversupplied to care?" +"arnold-j/_sent_mail/90.","Message-ID: <4555533.1075857596131.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 10:52:00 -0700 (PDT) +From: john.arnold@enron.com +To: adam.r.bayer@vanderbilt.edu +Subject: Re: How are you today +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Adam Bayer"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Adam: +Hope your interview goes well. Things are going crazy in the gas market so, +unfotunately, I'm stuck at my desk and can't go up for interviews. + +As far as the interview goes, my advise would be the same as any interview. +Be confident. Answer the question asked. Don't be afraid to say you don't +know but don't make excuses. Express interest in why you find Enron +appealing compared to the other 100 companies interviewing. + +The trading training program is still in the works. Few people outside the +trading area are even aware of its existence at this point so I wouldn't ask +any questions about it in the interviews. If you receive an offer, it would +probably be for a normal analyst position with the opportunity to enter the +training program when you arrive. Not sure about that last statement +though. The training program is geared towards our two most mature and pure +trading business areas: gas and power. There are still a large number of +other trading spots in our developing commodities side that would not fall +under the program. That's a function of the program being developed by the +head of these two businesses. Not ready to take it corporate-wide yet. + +Write me about how your interviews went. +Good luck: +John + + + + +""Adam Bayer"" on 10/19/2000 03:28:57 PM +To: +cc: +Subject: How are you today + + +Hi John, + +How are you today? You must be pleased with Enron's most recent numbers. +Could you tell me a little more about the trading training program? You +mentioned you wanted to expand it to two years, but what does the extra year +entail? I have been selected for an interview next Monday, and I look +forward to seeing you again. Do you have any tips on approaching the +interview process? I have poured over the company website, and if you have +any tips I would love to hear them. + +Thanks for your time, and I hope to see you Monday. + +Cordially, + +Adam Bayer + + +" +"arnold-j/_sent_mail/91.","Message-ID: <27194541.1075857596155.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 10:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: rgcurry@mihc.com.mx +Subject: Re: Mexico Industrial +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Rick Curry @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I received this by mistake. + + + + +Rick Curry on 10/21/2000 05:45:42 PM +To: Jennifer Stewart Arnold +cc: +Subject: Mexico Industrial + + +> MIHC is a consulting firm with offices in Mexico City and +> Los Angeles. We specialize in assisting foreign national +> corporations with regard to their real estate interest in +> Mexico. +> +> Currently our M,xico City office is representing a client + regarding the disposition of their surplus corporate assets in +country. +> +> They have three properties which may be might be of +> interest. +> +> 1. Light to Heavy Industrial building in Tula, Hidalgo (a +> well-populated industrial valley roughly 50 miles north of +> Mexico City). Deluxe all brick and concrete building is +> approximately 98,500 square feet with clear span ceiling +> height in excess of 30 ft. The site includes adjacent land, +> which would allow more than doubling the size of facility. +> Located in front of the PEMEX Hidalgo refinery / +> petrochemical plant and a Thermoelectric power generating +> station. Factory is equipment ready and could be in full +> production quickly. +> +> 2. Housing complex built for the Tula factory supervisory +> personnel consists of 32 three-bedroom garden style +> townhouse apartments and an independent eight bedroom +> extended stay dormitory for engineers. In a separately +> enclosed compound is a 3,800 square foot deluxe residence +> with 4-car garage designed for the plant manager or visiting +> officials. The property contains appropriate recreational +> and sports areas for families. It is entirely gated and +> fully secured. +> +> 3. Development site City of Puebla. This highly visible 8.7 +> acres of flat land fronts the Puebla-Mexico City +> superhighway at a formal exit. It is at the entrance corner +> to an industrial area of other trans-national manufactures. +> Site is located approximately 5.5 miles north of the +> Volkswagen assembly plant. +> +> Prefer selling items 1 & 2 as a package, but will entertain +> separate offers. Would also consider long term lease with a +> creditworthy corporate tenant. +> +> With respect to item 3, a build to suit, again a +> long-term lease with a credit worthy corporate tenant is +> possible. +> +> All properties are surplus assets and therefore very +> aggressively priced. Factory and housing offered at +> substantially below replacement cost. +> +> For more information on these items and other services we +> provide in Mexico please visit our web site. +> +> http://www.MIHC.com.mx +> +> In the US: +> +> Rick Curry +> General Counsel +> MIHC - Los Angeles +> PH 213-308-0300 +> email to: RGCurry@MIHC.com.mx +> +> In Mexico: +> +> Ari Feldman, CCIM, SIOR, CIPS +> Director General +> MIHC - Mexico City +> Phone from the US (011) (52) 5286-3458 +> email to: AFeldman@MIHC.com.mx + +" +"arnold-j/_sent_mail/917.","Message-ID: <18627553.1075857661524.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Recruiting Expenses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/14/2000 05:25 +PM --------------------------- + + + + From: Beth Miertschin 10/05/2000 10:41 AM + + +To: Purvi Patel/HOU/ECT@ECT, Sheetal Patel/HOU/ECT@ECT, Beau +Ratliff/HOU/EES@EES, Jennifer Reside/HOU/ECT@ECT, Justin Rostant/HOU/ECT@ECT, +Sarah Shimeall/HOU/EES@EES, Cindi To/HOU/EES@EES, Otis +Wathington/HOU/EES@EES, Wes Colwell/HOU/ECT@ECT, Peter Bennett/Enron +Communications@Enron Communications, Bob Butts/GPGFIN/Enron@ENRON, Jeffrey E +Sommers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Edward Coats/Corp/Enron@ENRON, +Kevin M Presto/HOU/ECT@ECT, Sheri Thomas/HOU/ECT@ECT, Mark Wilson/Enron +Communications@Enron Communications, Lisa B Cousino/HOU/ECT@ECT, Faith +Killen/HOU/ECT@ECT, Gary Peng/GPGFIN/Enron@ENRON, Stephen +Schwarzbach/Corp/Enron@Enron, Jefferson D Sorenson/HOU/ECT@ECT, Julie +Goodfriend/Corp/Enron@ENRON, Molly LaFuze/Enron Communications@Enron +Communications, Khristina Griffin/NA/Enron@Enron, Ching Lun/HOU/EES@EES, +Chris Ochoa/NA/Enron@Enron, Heather Alon/HOU/ECT@ECT, Harry +Bucalo/HOU/ECT@ECT, Timothy Coffing/HOU/EES@EES, Colleen +Koenig/NA/Enron@Enron, Michael Kolman/HOU/ECT@ECT, Simone La +Rose/HOU/ECT@ECT, Mark Mixon/NA/Enron@Enron, Paula Rieker/Corp/Enron@ENRON, +Dan Boyle/Corp/Enron@Enron, Edward Coats/Corp/Enron@ENRON, Billy +Lemmons/Corp/Enron@ENRON, Kathy M Lynn/Corp/Enron@Enron, James +Coffey/ENRON@Gateway, Larry Fenstad/OTS/Enron@ENRON, Ryan +Siurek/Corp/Enron@ENRON, Scott Vonderheide/Corp/Enron@ENRON, Ron +Coker/Corp/Enron@Enron, Kevin D Jordan/Corp/Enron@ENRON, Gary +Peng/GPGFIN/Enron@ENRON, Tracey Tripp/Corp/Enron@ENRON, Dixie +Riddle/Corp/Enron@ENRON, Wanda Curry/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, +Georgeanne Hodges/HOU/ECT@ECT, Tommy J Yanowski/HOU/ECT@ECT, Ted C +Bland/HOU/ECT@ECT, Shirley A Hudler/HOU/ECT@ECT, Edith Cross/HOU/ECT@ECT, +Mark Friedman/HOU/ECT@ECT, Carrie Slagle/HOU/ECT@ect, Brandon +Wax/HOU/ECT@ECT, David Oliver/LON/ECT@ECT, John Alvar/HOU/ECT@ECT, Meredith M +Eggleston/HOU/EES@EES, Gayle W Muench/HOU/EES@EES, Patricia A +Lee/HOU/EES@EES, Christina Barthel/HOU/EES@EES, Dara M Flinn/HOU/EES@EES, +Holly Mertins/HOU/EES@EES, Travis Andrews/HOU/EES@EES, Jonathan +Anderson/HOU/EES@EES, Jonathan Anderson/HOU/EES@EES, Tom Baldwin/HOU/EES@EES, +Justin Day/HOU/EES@EES, Michael Krautz/Enron Communications@Enron +Communications, Shelly Friesenhahn/Enron Communications@Enron Communications, +Todd Neugebauer/Enron Communications@Enron Communications, Steven +Batchelder/Enron Communications@Enron Communications, Bucky +Dusek/HOU/EES@EES, Niclas Egmar/HOU/EES@EES, Brad Mauritzen/HOU/EES@EES, +Clifford Nash/HOU/EES@EES, Sara Weaver/HOU/EES@EES, Kyle Etter/HOU/ECT@ECT, +Nick Hiemstra/HOU/ECT@ECT, Heather A Johnson/HOU/ECT@ECT, Binh +Pham/HOU/ECT@ECT, Stanton Ray/HOU/ECT@ECT, Jason R Wiesepape/HOU/ECT@ECT, +Erin Willis/HOU/ECT@ECT, Christa Winfrey/HOU/ECT@ECT, Michelle +Zhang/HOU/ECT@ECT, Dan Feather/SA/Enron@Enron, Ryan Hinze/Corp/Enron@ENRON, +Michael Olsen/NA/Enron@Enron, Ryan Taylor/NA/Enron@Enron, John +Weakly/Corp/Enron@ENRON, Amy Lehnert/Enron Communications@Enron +Communications, Reagan Mathews/Enron Communications@Enron Communications, +Lisa Gillette/HOU/ECT@ECT, Rob Brown/NA/Enron@Enron, Bill +Gathmann/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Donald M- ECT Origination +Black/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Peter Ramgolam/LON/ECT@ECT, +Paul Choi/SF/ECT@ECT, Ron Baker/Corp/Enron@ENRON, Di Mu/Enron +Communications@Enron Communications, Will Chen/Enron Communications@Enron +Communications, Ted Huang/Enron Communications@Enron Communications, Eric +Mason/Enron Communications@Enron Communications, Lena Zhu/Enron +Communications@Enron Communications, Shahid Shah/NA/Enron@Enron, Ravi +Mujumdar/NA/Enron@Enron, David Junus/HOU/EES@EES, Paul Tan/NA/Enron@Enron, +Kristin Quinn/NA/Enron@Enron, Bryan Burnett/HOU/ECT@ECT, Michael W +Bradley/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Thomas A +Martin/HOU/ECT@ECT, Adam Gross/HOU/ECT@ECT, Margaret +Rhee/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Gerardo Benitez/Corp/Enron@Enron, +Hector Campos/HOU/ECT@ECT, Robert Fuller/HOU/ECT@ECT, Dayem +Khandker/NA/Enron@Enron, Sarah Mulholland/HOU/ECT@ECT, Jeffrey +Snyder/Corp/Enron@Enron, Gabriel Chavez/NA/Enron@Enron, Reza +Rezaeian/Corp/Enron@ENRON, Jennifer Fraser/HOU/ECT@ECT, Ozzie +Pagan/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Jeffrey McMahon/HOU/ECT@ECT, +John Arnold/HOU/ECT@ECT, Cheryl Lipshutz/HOU/ECT@ECT, Steve +Venturatos/HOU/ECT@ECT, Michelle Juden/HOU/EES@EES, Christine +Straatmann/HOU/EES@EES, Nicole Alvino/HOU/ECT@ECT, Ashley Dietz/Enron +Communications@Enron Communications, Russell T Kelley/HOU/ECT@ECT, Katie +Stowers/HOU/ECT@ECT, Jason Thompkins/Enron Communications@Enron +Communications, Justyn Thompson/Corp/Enron@Enron, Jodi Thrasher/HOU/EES@EES, +Kim Womack/Enron Communications@Enron Communications, James +Wininger/NA/Enron@Enron, Brian Steinbrueck/AA/Corp/Enron@Enron, Jeffery +Ader/HOU/ECT@ECT, Andy Zipper/Corp/Enron@Enron, Barry +Schnapper/Corp/Enron@Enron, Brian Hoskins/Enron Communications@Enron +Communications, Barry Schnapper/Corp/Enron@Enron +cc: +Subject: Recruiting Expenses + +Below are the instructions and cover sheet for your expense reports and the +form that you need to use for your expenses. Please be sure to follow all of +the instuctions or your report will be sent back to you and your payment +delayed. + +You do not need to code anything! Everything is coded down here so you do +not have to know any numbers except your social security number and your +phone number. Also, tape your receipts to a blank sheet of paper on ALL 4 +SIDES. If you have any questions you can call me at 3-0322. + +FYI - Milage is reimbursed at .325 cents to the mile. +Thank you!! + + +" +"arnold-j/_sent_mail/92.","Message-ID: <13743032.1075857596176.JavaMail.evans@thyme> +Date: Fri, 20 Oct 2000 08:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +6 months severence minus any errors + + + + +Jennifer Shipos +10/20/2000 03:22 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +How about 6 months severance? Do you think you can work that out for me? + +" +"arnold-j/_sent_mail/93.","Message-ID: <23986889.1075857596197.JavaMail.evans@thyme> +Date: Thu, 19 Oct 2000 02:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +if only i didn't have a position today I'd be ok" +"arnold-j/_sent_mail/94.","Message-ID: <24705441.1075857596218.JavaMail.evans@thyme> +Date: Thu, 19 Oct 2000 01:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: Look at what I found +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +think you're pretty clever, don't you? + + + + +""Jennifer White"" on 10/18/2000 04:03:59 PM +To: john.arnold@enron.com +cc: +Subject: Look at what I found + + +http://www.fortune.com/fortune/fastest/stories/0,7127,CS|52390-2,00.html + + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/_sent_mail/95.","Message-ID: <21805512.1075857596240.JavaMail.evans@thyme> +Date: Thu, 19 Oct 2000 00:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: rajib.saha@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Rajib Saha +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +rajib: +The following are my bids for the asian option: +GQ 1 : .41 +GQ 2 : .63 +GQ 3 : .57" +"arnold-j/_sent_mail/96.","Message-ID: <3739828.1075857596262.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 02:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +34 + + + + +michael.byrne@americas.bnpparibas.com on 10/18/2000 08:21:15 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year +42 +Last Week +62 + +Thanks, +Michael Byrne +BNP PARIBAS Commodity Futures + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/_sent_mail/963.","Message-ID: <15299653.1075857662533.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 08:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Vanderbilt presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/29/2000 03:31 +PM --------------------------- + + + + From: Beth Miertschin 09/29/2000 02:31 PM + + +To: Jeffrey McMahon/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Brian +Steinbrueck/AA/Corp/Enron@Enron, Rick Buy/HOU/ECT@ECT, Barry +Schnapper/Corp/Enron@Enron, Katie Stowers/HOU/ECT@ECT, Nicole +Alvino/HOU/ECT@ECT, Russell T Kelley/HOU/ECT@ECT +cc: Sue Ford/HOU/ECT@ECT +Subject: Vanderbilt presentation + +Open Presentation +Monday, October 2nd - 6:00 PM +Alumni Hall, room 203 + +Please meet in the lobby of the hotel at 5:15 PM or at the room by 5:30 PM so +we can set up and finalize the game plan. +After the presentation we are going to have a dinner for targeted candidates +and also a reception for the people who came to the presentation. You will +be informed about where you need to participate on Monday; for now just keep +the time open. + +Hotel rooms: Lowe's Vanderbilt Plaza Hotel - 615-320-1700 +Nicole Alvino - #6953024 +Brian Steinbrueck - #7964648 +Katie Stowers - #9216151 +Beth Miertschin - #415172 +Rusty Kelley - #414434 + +Thank you for helping out! Please let me know if you need anything else or +have questions. +Beth Miertschin +" +"arnold-j/_sent_mail/97.","Message-ID: <7839139.1075857596283.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 14:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you find out if the tech group has scheduled installation of a dsl line +in my apartment?" +"arnold-j/_sent_mail/98.","Message-ID: <17721019.1075857596305.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 12:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +It's funny the spreads in gas. First, in gas, you can play the seasonality +game. Does anybody want to buy M/N at 1 back. No, of course not. But in +crude, m/n at .10 back is normal. definitely a game as you try to keep month +on month spreads somewhat within reason while preserving year on year spreads +and creating equilibrium for where cal 2 on back hedging and spec demand is. +that's why cal 2 is as high as it is. +when was the last time the most bullish part of the nat gas curve was prompt +month. i can't remember w/o looking at charts. it's always the mentality +of: if it's tight now what about July or what about winter. i think that's +why the winter spreads are a piece. the z/f/g fly is interesting. i think +z/f can and will settle backw. just a high prob it goes cantango first. +Still seeing sellside interest in term. definitely a result of pira. will +probably get absorbed in the next two weeks as everybody forgets about them +and watches the front of the curve. previous to that conference, the +producers just didnt want to sell anything. tired of writing us a big check +every month. +so not only am i in on weekends, but they just put a computer in my house so +i can work at home at night. it's really my only time to sit and think +without the phones and eol going crazy. they better pay me for the decline +in my lifestyle . + + + + +slafontaine@globalp.com on 10/15/2000 09:26:31 PM +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +what is a young pup like you doing working on saturday? yea ill check again +the +numbers but pretty sure they said +3 bcf by dec. ill let you know/its been +along week/weekend of partying in ny so my memory mite be failing me. i know +this isnt same as crude-less mature but getting there so im always wondering +if/when the mentality will start to go more that way-ie inverses shud be for +only 1 reason-that supply/demand balance will get less tite than it is today. + some length has gotten out of winter sprds but i know from a few i talk +too +they still in-im out even slitely short not much cuz i think growing +deliverabilty if it occurs is bearish the sprds-and 30 cts inverses will be +hard +to maintain unless we have crazy weather. we're only 2 weeks from withdrawel +period so unitl i see cash backwardate im not gonna be bullish these sprds +until +all the length bails. + your rite on the mkt-the anticipation is in the mkt-you gotta have flat px +to make money,my approach in the short term as well. that said everyone at +pira +including pira all bull bull the winter-will be good i think for a +win/sum01/win02 inverse play even tho its not cheap. + fyi-pira also bearish crude-not saying they rite but will have impact on +natgas producers sentiment short term-esp as mideast starts to fiad. for you +be +careful of the politics effecting heating oil, natgas watching too. there will +be some action in my opinion next 4 weeks by govt that cud impact ho futs +negatively and therefore may roll to natgas-ie if ho goes a big discount to +natgas before any major cold-gas will get hit i think. if i hear anything on +oil +side ill be happy to pass it on-apprec comment on producers not that im +surpirsed, wonder if they start going out further esp with forward sparks +getting hit lately?? + good luck man-talk soon. pira was good. you go next year ill set up you +some +interesting people,good to network cuz we never know where we'll end up. + by the way-you bullish sum 02/win 02 or are you rolling a short? non of my +biz but i was on the other side-ill add if it narrows more. inkjections next +summer will be huge albeit from low stx-curve will mean revert eventually. + + + +" +"arnold-j/_sent_mail/99.","Message-ID: <8040907.1075857596327.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 11:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Video for Enron Management Conference +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\'sent mail +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please call her and schedule +---------------------- Forwarded by John Arnold/HOU/ECT on 10/17/2000 06:52 +PM --------------------------- +MARGE +NADASKY +10/17/2000 08:53 AM + +To: Danny McCarty/ET&S/Enron@Enron, Shelley Corman/ET&S/Enron@ENRON, Bill +Cordes/ET&S/Enron@ENRON, John Arnold/HOU/ECT@ECT, Janet R +Dietrich/HOU/ECT@ECT, Gene Humphrey/HOU/ECT@ECT, Michael Kopper/HOU/ECT@ECT, +Paul Racicot/Enron Communications@Enron Communications, Ed Smida/Enron +Communications@Enron Communications, Mark Palmer/Corp/Enron@ENRON, Dan +Leff/HOU/EES@EES, Elizabeth Tilney/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Charlene Jackson/Corp/Enron@ENRON, Kirk +McDaniel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: Terrie James/Enron Communications@Enron Communications +Subject: Video for Enron Management Conference + +We need you -- for the Management Conference video + +We are working with the Office of the Chairman in preparing a video that +celebrates how Enron has reinvented itself many times over in the last 15 +years, which is the theme of this year's Enron Management Conference. We +will be videotaping members of the Enron Executive Committee this week who +will be sharing and swapping stories with each other about Enron's past. +Then we will fast forward to today -- that's where you come in. We want each +of you to talk about what you and your group are doing right now that +represent how Enron continues to change and reinvent itself. + +We will be videotaping October 24 and 25 in EB-50M05. Please call or e-mail +Marge Nadasky on Ext. 36631 as soon as possible to schedule a time that works +best for you on either of these days. We expect the taping will only take 20 +minutes or so. + +Again, your comments will help make this video fun and informative. Thanks +for your participation. + + + +" +"arnold-j/2000_conference/1.","Message-ID: <28892537.1075849623880.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 05:26:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: $85K allocation - processed (FYI) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\2000 conference +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +I just checked with Carolyn on your invoicing for the conference. She +verified the 85K was processed. +Colleen" +"arnold-j/2000_conference/2.","Message-ID: <30699607.1075849623903.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 05:58:00 -0800 (PST) +From: jeff.leath@enron.com +To: jennifer.medcalf@enron.com +Subject: Strategic Sourcing Conference +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Leath +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\2000 conference +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +----- Forwarded by Jeff Leath/NA/Enron on 12/04/2000 01:57 PM ----- + + ""Johnson, Beverly"" + 12/04/2000 01:48 PM + + To: ""'jeff.leath@enron.com'"" + cc: ""Wallin, Kelli"" , ""Hudson, Coleman"" + + Subject: Strategic Sourcing Conference + + +ENRON STRATEGIC SOURCING +FOLIO # 336135 +10/8-11/00 +MR. JEFF LEATH +PHONE: 713-646-6165 +FAX: 713-646-6313 + +Jeff, + +Per our conversation this morning, I will list the items in question. I am +also forwarding this to Kelli Wallin in our accounting department to follow +up on as well. + +* ACCOUNTING: Please see that all service charges were posted as 18%, +per contract +* JEFF: I will fax you the comp ticket showing the 1 hour reception +posted to The Woodlands House account. +* ACCOUNTING: Please fax Jeff the back up for the package handling +charges. $451.35 +* ACCOUNTING: Please adjust (1) wireless mouse charge for a total of +$156.41 +* JEFF: In regards to the lunch charges, we charged a day guest rate +to include lunch in The Woodlands Dining Room @ $57.00 for 40 day +attendees. You had 80 persons on the Complete Meeting Package. However, +when coordinating with Tracey Kozadinos, she ordered and guaranteed 100 box +lunches @ $5.50 per person surcharge for the golf. Thus, 80+40=120 - 100 +(box lunches) would leave 20 persons permitted to have lunch in The +Woodlands Dining Room. We billed you for the total amount of persons over +the 20 permitted in the Woodlands Dining Room. +* JEFF: Breakout charges were for (2) rooms. Enron had a guarantee of +120 attendees. We allow (1) breakout per 40 attendees. This particular +day, (5) breakouts were ordered. The audio visual in the additional +breakouts is based on a-la-carte pricing and is not included in the package. +Only av is included in the rooms that are part of the allocation. + +Jeff, I will see that the adjustments are forwarded to you as soon as +possible in order to remit for payment. Please feel free to call me should +you have further questions. Thank you for your business! + + +Beverly J. Johnson +Conference Planning Manager +The Woodlands Resort & Conference Center +(281) 364-6234 -- Direct Dial +(281) 364-6338 -- Fax +" +"arnold-j/2000_conference/3.","Message-ID: <1795275.1075849623926.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 03:01:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: Quotes for the CD's. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\2000 conference +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +In regard to the costs for the GAM conference, Karen told me the $ 6,695.97 +figure was inclusive of all the items for the conference. However, after +speaking with Shweta, I found out this is not the case. The CDs are not +included in this figure. + +The CD cost will be $2,011.50 + the cost of postage/handling (which is +currently being tabulated). + +Colleen + +----- Forwarded by Colleen Koenig/NA/Enron on 12/04/2000 10:56 AM ----- + + Shweta Sawhney + 12/04/2000 10:54 AM + + To: Colleen Koenig/NA/Enron@Enron + cc: + Subject: Quotes for the CD's. + +Hi, + +This is the original quote for this project and it did not include the +postage. As soon as I have the details from the vendor, I'll forward those to +you. +Please call me if you have any questions. + +Thanks, +Shweta. +----- Forwarded by Shweta Sawhney/NA/Enron on 12/04/2000 10:52 AM ----- + + Shweta Sawhney + 10/30/2000 05:53 PM + + To: Karina Prizont/NA/Enron@Enron + cc: Karen Hunter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT + Subject: Quotes for the CD's. + +Hi, + +We have recieved the quotes from the vendors and the details are: + +1 . 150 Cd's with Black printing and the plastc jewel cases - $ 886.50 +2 . The distribution cost (minimum for 500 CD's) - $ 355.00 + This will include the padded envelope, the address labels, the packing +and deliver to the post office, but the postage is not included. +3 . The time for Coordination, Artwork and the inserts output and trimming - +$ 770.00 + +So the total amount is approx. $2,011.50. The total time would be about 8 +days. These are approximate figures only. + +If you have any questions you can call Karen Hunter at X56228. or I can be +reached at X55706. + +Thanks, +Shweta. +" +"arnold-j/active_international/1.","Message-ID: <7764388.1075849623949.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 02:01:00 -0800 (PST) +From: tracy.ramsey@enron.com +To: colleen.koenig@enron.com +Subject: Active International - Action Items +Cc: carrie.blaskowski@enron.com, jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: carrie.blaskowski@enron.com, jennifer.stewart@enron.com +X-From: Tracy Ramsey +X-To: Colleen Koenig +X-cc: Carrie Blaskowski, Jennifer Stewart +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Active international +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +ACTION ITEMS: +(1) Include additional EES and Enron Corp conferences where trade credits +may be applicable. Identify cash spend estimates for existing and new +spend categories. Assigned: Tracy Ramsey, Carrie Blaskowski and Janelle +Daniel. Date: by 12/7 + +Cash Spend Estimates - Meeting Spend: +Meeting planning represents 20% additional T&E costs +Enron has spent approximately $10M on meetings to date in 2000 +At least one Enron meeting is held offsite every workday of the year + +EES T&E Spend Jan - Aug = 2.9M (Estimated Meeting Planning Spend $580,000) +Corp T&E Spend Jan - Aug = 3.2M (Estimated Meeting Planning Spend $640,000) + +Note: Estimates include food & beverages, golf, spa, etc. + +Please let me know ifyou have any questions. + +Tracy x68311" +"arnold-j/all_documents/1.","Message-ID: <2891007.1075849623981.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 01:49:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: anthony.gilmore@enron.com, colleen.koenig@enron.com, + jennifer.stewart@enron.com, sarah-joy.hunter@enron.com +Subject: Invitation: EBS/GSS Meeting w/Bristol Babcock (Nov 30 02:00 PM CST + in 3AC, 11th Fl) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Anthony Gilmore, Colleen Koenig, Jennifer Stewart, Sarah-Joy Hunter +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Conference Room TBD. + +This meeting will be to discuss opportunity for EBS to provide the network +for BBI's well-site reporting systems to send their data across. Maybe +VBN/IPNetConnect application?" +"arnold-j/all_documents/10.","Message-ID: <18662718.1075849624206.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 01:16:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: colleen.koenig@enron.com, jennifer.stewart@enron.com, + sarah-joy.hunter@enron.com +Subject: EBS Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Colleen Koenig, Jennifer Stewart, Sarah-Joy Hunter +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Team, + +Attached is the newest EBS orgchart, updated 2 days ago. They have made some +interesting changes. + + +Also, you can click on the URL below to go to the EBS intranet site, where +you will find all sorts of information related to EBS, its market and +competition, etc. As a ""high-tech"" company, they actually do keep this +updated very frequently, unlike some of the other Enron internal web sites. + +(you will find Norm Levine's market/comp info here, as well) + +http://websource.enron.net/ + +Jeff" +"arnold-j/all_documents/100.","Message-ID: <14827068.1075849626498.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 04:54:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: kim.godfrey@enron.com +Subject: Target Accounts checkup +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Kim Godfrey +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Kim, + +I would like to either meet with you, or trade e-mails on your current and +possible future target accounts list where GSS may be able to add value to +your efforts. Since we're ending 2000 and going into a new sales year, I +want to make sure I'm not holding resource open on any accounts which may +not, or should not be on the list of focus accounts which you and your team +have requested our involvement with. I also want to make sure I'm bringing +resource to bear on the accounts which you DO want to engage. + +For example, at one point Siemens was one of them, and with recent +developments, may now be off your list...the last communication I received +from the NYC office re: Siemens was via telephone call on November 3rd, +where they informed me that the primary opportunity looked like it would be +with one of their medical groups based in Chicago. After several +unsuccessful follow-up attempts, I placed the Siemens account in the dormant +category. Yesterday, Jennifer forwarded me information requesting engagement +with your team on CA (Computer Associates) and U.S. Internetworking, and +today American Express has surfaced. Consequently, I think it's probably a +good idea for me to make sure I'm focused on the right accounts for you. + +I realize you may be in PRC today and/or tomorrow, so perhaps Friday would +work? If not, I would have Monday the 18th available late afternoon, or any +time on December 27th, 28th, or 29th. When would be good for you? Please +let me know! + +Thank you, + +Jeff +" +"arnold-j/all_documents/1000.","Message-ID: <4536765.1075857613370.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 07:00:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://www.baltimoresun.com/content/cover/story?section=cover&pagename=story&s +toryid=1150540202173 + + + + +Karen Arnold on 01/08/2001 09:14:44 PM +To: john.arnold@enron.com, Matthew.Arnold@enron.com +cc: +Subject: + + +Remember, this is the year for family vacation. So, any ideas????? + +" +"arnold-j/all_documents/1001.","Message-ID: <13740674.1075857613391.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 06:58:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://www.baltimoresun.com/content/cover/story?section=cover&pagename=story&s +toryid=1150540202173" +"arnold-j/all_documents/1002.","Message-ID: <17912516.1075857613413.JavaMail.evans@thyme> +Date: Wed, 10 Jan 2001 06:51:00 -0800 (PST) +From: john.arnold@enron.com +To: jay.webb@enron.com, andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jay Webb, Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you put a notice on EOL that due to MLK day, we will be closed Sunday and +be offering Nymex products only from 4-7 on Monday. +Thanks, +John" +"arnold-j/all_documents/1003.","Message-ID: <5298162.1075857613434.JavaMail.evans@thyme> +Date: Wed, 10 Jan 2001 00:25:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +next Thursday at 7:00 pm + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Yes, yes, yes. When would be helpful, bubbie. + + + +John Arnold +01/09/2001 04:10 PM +To: Jeffrey A Shankman/HOU/ECT@ECT +cc: +Subject: + +Bubbie: +You are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's +dinner featuring Brian Tracy, John Arnold, and Mike Maggi. + + +Regrets only, + + +John + + + + +" +"arnold-j/all_documents/1004.","Message-ID: <26317223.1075857613456.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 23:42:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 1/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/10/2001 07:42 +AM --------------------------- + + +SOblander@carrfut.com on 01/10/2001 06:42:29 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 1/10 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude82.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas82.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil82.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded82.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix82.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG82.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL82.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/1005.","Message-ID: <32613155.1075857613478.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 09:25:00 -0800 (PST) +From: john.arnold@enron.com +To: brian.o'rourke@enron.com +Subject: Re: Yeah Monkey!!!!!!!!!!!!!!!!!!!!!!!!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian O'Rourke +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sorry i've taken so long...just been trying to fend off the chicks. life is +sooooo hard sometimes. + + + +MONKEY !!!!!!!!!!!!!!!!! + + +From: Brian O'Rourke@ENRON COMMUNICATIONS on 01/04/2001 10:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Yeah Monkey!!!!!!!!!!!!!!!!!!!!!!!!!!! + +Monkey; + +Hey you little bastard, what the fuck are you doing in a picture in +E-Company??? What, do you think that should help you score women. How do +you say BALANCE SHEET!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +Yeah Monkey, + +B + +" +"arnold-j/all_documents/1006.","Message-ID: <17664063.1075857613499.JavaMail.evans@thyme> +Date: Tue, 9 Jan 2001 08:10:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Bubbie: +You are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's +dinner featuring Brian Tracy, John Arnold, and Mike Maggi. + + +Regrets only, + + +John" +"arnold-j/all_documents/1008.","Message-ID: <633255.1075857613544.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 23:36:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please schedule a round of interviews with john griffith with scott, hunter, +phillip, and tom asap (today if possible). +thx" +"arnold-j/all_documents/1009.","Message-ID: <6372350.1075857613566.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 08:12:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: Important - EOL Data +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what's this about? +---------------------- Forwarded by John Arnold/HOU/ECT on 01/03/2001 04:12 +PM --------------------------- + + +Ina Rangel +01/03/2001 03:52 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Larry +May/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Keith +Holst/HOU/ECT@ect, Frank Ermis/HOU/ECT@ECT, Steven P South/HOU/ECT@ECT, Jane +M Tholt/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Tori +Kuykendall/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Kenneth +Shulklapper/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT +cc: +Subject: Important - EOL Data + + +---------------------- Forwarded by Ina Rangel/HOU/ECT on 01/03/2001 03:49 PM +--------------------------- + + + + From: Amanda Huble @ ENRON 01/03/2001 03:43 PM + + +To: Becky Young/NA/Enron@Enron, Laura Vuittonet/Corp/Enron@Enron, Jessica +Presas/Corp/Enron@ENRON, Ina Rangel/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Kimberly Brown/HOU/ECT@ECT +cc: +Subject: Important - EOL Data + +Please forward to your groups IMMEDIATELY. + +Thank you, +Amanda Huble + +---------------------- Forwarded by Amanda Huble/NA/Enron on 01/03/2001 03:42 +PM --------------------------- + + +Colin Tonks@ECT +01/03/2001 03:39 PM +To: Amanda Huble/NA/Enron@Enron +cc: + +Subject: Important - EOL Data + +If you are currently accessing the EOL database via Excel, Access or any +other means, please contact Colin Tonks (x58885). + +EOL intends to stop access to the data within the next month. This means that +any spreadsheets or Access databases will not function subsequent to this +change. + +We are currently working with EOL to attain a solution, and need your help to +build an inventory of all potential problems. + +Colin Tonks + + + + +" +"arnold-j/all_documents/101.","Message-ID: <23326787.1075849626521.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:34:00 -0800 (PST) +From: public.relations@enron.com +To: all.houston@enron.com +Subject: Ken Lay and Jeff Skilling on CNNfn +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations +X-To: All Enron Houston +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Ken Lay and Jeff Skilling were interviewed on CNNfn to discuss the succession +of Jeff to CEO of Enron. We have put the interview on IPTV for your viewing +pleasure. Simply point your web browser to http://iptv.enron.com, click the +link for special events, and then choose ""Enron's Succession Plan."" The +interview will be available every 15 minutes through Friday, Dec. 15." +"arnold-j/all_documents/1010.","Message-ID: <27899502.1075857613588.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 08:10:00 -0800 (PST) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +I would like for you to come talk to a couple more people on the gas floor +about a possible position down the road. My assistant Ina Rangle is going to +schedule a couple interviews. Please coordinate with her. +John" +"arnold-j/all_documents/1011.","Message-ID: <17308593.1075857613610.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 08:09:00 -0800 (PST) +From: john.arnold@enron.com +To: ed.mcmichael@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ed McMichael +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I want John to interview with the various desk heads (Scott, Hunter, Phillip, +Tom). I think I'm going to tell John not to mention the past. It's an +issue that doesn't need to be made public and as long as Lavo and myself are +okay with it, I don't see the need to get individual approval from everyone. +Thanks for your help, +John + + + + +Ed McMichael +01/03/2001 08:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Thanks for the inquiry. I sincerely appreciate you giving me the heads up. +As much as it pains me to say yes, I think John has proved himself worthy and +I am willing to let him interview for the job. As we talked about before, my +only condition is that you guys make sure you are willing to take him if he +comes out on top. If there is any chance that his past will negatively +influence your decision, I am not willing to let him interview. He handled +the last experience with real maturity, but I do not want him to have any +more reasons to doubt his ability to overcome his past by working hard and +proving himself here. He is very valuable to me and ENA. Please let me +know. +Ed + + + + + +John Arnold +01/02/2001 09:04 PM +To: Ed McMichael/HOU/ECT@ECT +cc: +Subject: + +Ed: +I am starting options on EOL in about two weeks. As we discussed earlier, I +don't have the appropriate manpower to run this in certain circumstances, +such as when I'm out of the office. As such, I'd like to bring in John +Griffith for anohter round of interviews for an options trading role with +your permission. +John + + + + +" +"arnold-j/all_documents/1012.","Message-ID: <22167435.1075857613631.JavaMail.evans@thyme> +Date: Wed, 3 Jan 2001 00:14:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +greg: +what is the (correct) formula you devised for profitability on last trade is +mid?" +"arnold-j/all_documents/1013.","Message-ID: <13221985.1075857613654.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:07:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +glad you enjoyed yourself even though you didnt get to go to ny. maybe next +year. Had a great time in new orleans but it was freezing. nice to get +away. going to vegas this weekend to watch the football games. +love you, +john + + + + +Karen Arnold on 01/01/2001 08:59:53 PM +To: john.arnold@enron.com, Matthew.Arnold@enron.com +cc: +Subject: + + +Well, never got to NY to enjoy New Years and the blizzard.? However, by +staying in Dallas, did experience a white New Year's eve.? Never made it to +Addison Cafe for New Year's eve dinner (back up plans), roads were just too +bad.? But I cooked fresh salmon at home and we had a very lovely dinner. + +Hope you had a wonderful celebration (not quite the same as last year in +Sidney, now was it) and brought in the new year with a bang! + +Have a happy, healthy and much more prosperous 2001!? I wish only the best +for you.? Love you much, your Mom + +" +"arnold-j/all_documents/1014.","Message-ID: <24454870.1075857613676.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:05:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you free for a drink/dinner Wednesday night? " +"arnold-j/all_documents/1015.","Message-ID: <4764814.1075857613697.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:04:00 -0800 (PST) +From: john.arnold@enron.com +To: ed.mcmichael@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ed McMichael +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ed: +I am starting options on EOL in about two weeks. As we discussed earlier, I +don't have the appropriate manpower to run this in certain circumstances, +such as when I'm out of the office. As such, I'd like to bring in John +Griffith for anohter round of interviews for an options trading role with +your permission. +John" +"arnold-j/all_documents/1016.","Message-ID: <21358647.1075857613719.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 13:01:00 -0800 (PST) +From: john.arnold@enron.com +To: edie.leschber@enron.com +Subject: Re: Financial Group - Gas Team +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Edie Leschber +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +He joined the group 2 weeks ago. Put him in my cost center. + + + + + + From: Edie Leschber 01/02/2001 05:48 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Financial Group - Gas Team + +John, +Is there a man by the name of Henry (Dutch) Quigley who will be working in +your group? His name was not on the list I sent to you previously, +but he showed up on another list from HR as being assigned to your group. +Please let me know and I will make any necessary adjustments +to your cost center for him. + +Thank you, +Edie Leschber +X30669 + +" +"arnold-j/all_documents/1017.","Message-ID: <9477527.1075857613743.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 09:16:00 -0800 (PST) +From: john.arnold@enron.com +To: enews@mail.pipingtech.com +Subject: Re: 24x7 Emergency Services +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piping Technology & Products, Inc."" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +take me off your mailing list + + + + +""Piping Technology & Products, Inc."" on +01/02/2001 04:59:48 PM +To: +cc: +Subject: 24x7 Emergency Services + + + + + + +U.S. Bellows/PT&P: Manufacturer of Expansion Joints, Compensators and more. + +December 2000 + + +[IMAGE] + + + +www.pipingtech.com? |? www.usbellows.com? | www.swecofab.com? + + + + +U.S. Bellows Responds to Emergency Order from Alaska Nitrogen Products, LLC +for a 48"" Dia. Expansion Joint +U.S. Bellows, Inc., the expansion joint division of Piping Technology & +Products, Inc., has once again shown its dedication and devotion to its +customers by rushing to the emergency call of Alaska Nitrogen Products, +LLC.? Alaska Nitrogen Products called upon U.S. Bellows 24 x 7 +quick-turn/emergency service to aid them in the immediate replacement of a +deformed, 48"" diameter expansion joint when their G417 Pump failed suddenly +during the plant startup.? The timeline of events demonstrates the quick +engineering and manufacturing response from U.S.Bellows: + +[IMAGE] + + + + +[IMAGE] +07/21/00 (Friday) 5:30 p.m., U.S. Bellows receives an emergency call from +Alaska Nitrogen Products, LLC. + + + +[IMAGE] +07/22/00 (Saturday) U.S. Bellows/PT&P builds the 48"" diameter expansion +joint and ships it to Alaska Nitrogen Products, LLC on the same day. + + + +[IMAGE] +07/22/00 (Saturday) U.S. Bellows/PT&P builds the 48"" diameter expansion +joint and ships it to Alaska Nitrogen Products, LLC on the same day. + + + + +[IMAGE] + + +Deformed expansion joint at Alaska Nitrogen Products + + + + + +[IMAGE] + + +The 48"" Dia. expansion joint ready for shipment to customer's location + + +[IMAGE] + + + + +[IMAGE] + + + +?24 x 7 Quick-turn/Emergency Services + +?On-site Field Services + +[IMAGE]U.S. Bellows/PT&P is available on a 24x7 basis to fulfill any +emergency requirements that might arise in the course of plant shut-downs or +start-ups.? Using the unique web and internet-based technology, the U.S. +Bellows ""on-call"" engineering team guarantees a response time of 30 +minutes.? For details about this new service, please refer to +http://www.usbellows.com/emergency.html or the U.S. Bellows' recent press +release (http://www.usbellows.com/news/pr03.htm) + + +U.S. Bellows/PT&P has extensive experience providing on-site services in +quick-turn or emergency response situations.? U.S. Bellows/PT&P can provide +on-site services for expansion joints (as well as for pipe supports) which +include the following:? + +Installation guidance.[IMAGE] +Inspection and maintenance.[IMAGE] +Problem resolution + +Quick-turn replacement during shutdowns and turnarounds + + + + + +[IMAGE] + +? Discussion Forum + +? Customer Desktop + +[IMAGE]Post your product inquiries, request for technical support, +comments/questions about PT&P and its products here at PT&P Discussion +Forum. + +To use this service, please register at +http://www.pipingtech.com/discussion.htm/ + + +[IMAGE]Using PT&P Customer Desktop, you can check the shipping status of +your projects and jobs from anywhere in the world, at anytime of day or +night.?? + +[IMAGE] +Secured +[IMAGE] +Accurate Information +[IMAGE] +Integratable with MS Excel + +[IMAGE]Register today at http://www.pipingtech.net/CD_RegMain.asp? + + + + +[IMAGE] + + + +? Catalogs + + + + + +[IMAGE] +[IMAGE] +[IMAGE] +[IMAGE] +Pipe Supports Catalog +Expansion Joint Catalog +Pre-insulated Pipe Supports Catalog +Instrument Supports Catalog + + +[IMAGE] +[IMAGE] +[IMAGE] + +Would you like for U.S. Bellows to come out to your office to make a +technical presentation on a specific topic (e.g. expansion joints) or to +make a general presentation?? Contact U.S. Bellows Outside Sales at ++1-713-731-0030 or on e-mail at sales@mail.pipingtech.com to setup a time +and date. + +** U.S. Bellows, Inc./Piping Technology & Products, Inc.?does not send +unsolicited email. + +If you do not wish to receive future emails from U.S. Bellows/Piping +Technology & Products, Inc. or relevant third parties, please fill out the +unsubscribe form at http://www.pipingtech.com/forms/unsub.htm/?or simply +reply to enews@mail.pipingtech.com with unsubscribe in the subject line if +you do not have internet connections. + +Feel free to send this message to a friend or business associate or have +them fill our the subscribe form at +http://www.pipingtech.com/forms/unsub.htm?or send their email addresses to: +enews@mail.pipingtech.com to be included in future E-Newsletters from U.S. +Bellows/Piping Technology & Products, Inc. + + +" +"arnold-j/all_documents/1018.","Message-ID: <5910022.1075857613764.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 08:23:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'm paying you in stock options" +"arnold-j/all_documents/1019.","Message-ID: <8632109.1075857613790.JavaMail.evans@thyme> +Date: Tue, 2 Jan 2001 06:18:00 -0800 (PST) +From: john.arnold@enron.com +To: motaylor@grantthornton.ca +Subject: Re: Site Location Advisory Service +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Taylor, Monique"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +take me off your mailing list + + + + +""Taylor, Monique"" on 01/02/2001 01:41:40 PM +To: ""ACTIVE Howard Low (E-mail)"" , ""ACTIVE Howard Uffer +(E-mail)"" , ""ACTIVE I. Brad King (E-mail)"" +, ""ACTIVE Ian David Housby (E-mail)"" +, ""ACTIVE Ian T. Crowe (E-mail)"" +, ""ACTIVE Ichiro Kadono (E-mail)"" , +""ACTIVE Ira Riahi (E-mail)"" , ""ACTIVE Irene C. Masterton +(E-mail)"" , ""ACTIVE Izumi Yamamoto (E-mail)"" +, ""ACTIVE J. Babik Pestritto (E-mail)"" +, ""ACTIVE J. Gordon Prunty (E-mail)"" +, ""ACTIVE J. Gregory Ellis (E-mail)"" , +""ACTIVE J. M. O. Grey (E-mail)"" , ""ACTIVE J. Mark Schleyer +(E-mail)"" , ""ACTIVE J. R. Orton (E-mail)"" +, ""ACTIVE J. Roy Cloudsdale (E-mail)"" +, ""ACTIVE J. Thomas Recotta (E-mail)"" +, ""ACTIVE J. Walter Berger (E-mail)"" +, ""ACTIVE Jaan Meri (E-mail)"" +, ""ACTIVE Jack Gaylord (E-mail)"" , +""ACTIVE Jack Hyland (E-mail)"" , ""ACTIVE Jack L. +Brophy (E-mail)"" <74701.1531@compuserve.com>, ""ACTIVE Jacqueline Salerno +(E-mail)"" , ""ACTIVE Jacqueline Wilson (E-mail)"" +, ""ACTIVE James A. Ableson (E-mail)"" +, ""ACTIVE James A. Iacobazzi (E-mail)"" +, ""ACTIVE James A. Martin (E-mail)"" +, ""ACTIVE James A. Sladack (E-mail)"" +, ""ACTIVE James C. Goodman (E-mail)"" +, ""ACTIVE James D. Frey (E-mail)"" +, ""ACTIVE James F. Caldwell (E-mail)"" +, ""ACTIVE James F. Doran (E-mail)"" +, ""ACTIVE James H. Dommel (E-mail)"" +, ""ACTIVE James J. O'Hara (E-mail)"" +, ""ACTIVE James J. O'Neil (E-mail)"" +, ""ACTIVE James K. Harbaugh (E-mail)"" +, ""ACTIVE James M. Winter (E-mail)"" +, ""ACTIVE James Maloney (E-mail)"" +, ""ACTIVE James P. Desmond (E-mail)"" +, ""ACTIVE James P. Gade (E-mail)"" +, ""ACTIVE James R. Duport (E-mail)"" +, ""ACTIVE James R. Shaw (E-mail)"" +, ""ACTIVE James R. Taylor (E-mail)"" +, ""ACTIVE James Scannell (E-mail)"" +, ""ACTIVE James Sharkey (E-mail)"" +, ""ACTIVE James W. Brooks (E-mail)"" +, ""ACTIVE James W. Lawler (E-mail)"" , +""ACTIVE James W. Moses (E-mail)"" , ""ACTIVE James W. +Nixon (E-mail)"" , ""ACTIVE James Yao +(E-mail)"" , ""ACTIVE Jane Spencer Wesby (E-mail)"" +, ""ACTIVE Janet Richardson (E-mail)"" +, ""ACTIVE Janet South (E-mail)"" +, ""ACTIVE Jay Bechtel (E-mail)"" +, ""ACTIVE Jay Driller (E-mail)"" , +""ACTIVE Jay Poswolsky (E-mail)"" , ""ACTIVE Jean +Baudrand (E-mail)"" , ""ACTIVE Jeff Hayhurst (E-mail)"" +, ""ACTIVE Jeff Kudlac (E-mail)"" +, ""ACTIVE Jeff S. Chenen (E-mail)"" +, ""ACTIVE Jeffery B. Forrest (E-mail)"" +, ""ACTIVE Jeffrey A. Rock (E-mail)"" +, ""ACTIVE Jeffrey Chaitman (E-mail)"" +, ""ACTIVE Jeffrey Cramer (E-mail)"" +, ""ACTIVE Jeffrey J. Georger (E-mail)"" +, ""ACTIVE Jeffrey L. Elie (E-mail)"" +, ""ACTIVE Jeffrey Sweeney (E-mail)"" +, ""ACTIVE Jeffrey T. Austin (E-mail)"" +, ""ACTIVE Jennifer Sherry (E-mail)"" +, ""ACTIVE Jennifer Sigan (E-mail)"" , +""ACTIVE Jennifer Stewart Arnold (E-mail)"" , ""ACTIVE +Jeoffrey K. Moore (E-mail)"" , ""ACTIVE Jeremiah D. Hover +(E-mail)"" , ""ACTIVE Jeri Bogan (E-mail)"" +, ""ACTIVE Jerome R. Crylen (E-mail)"" , +""ACTIVE Jerry W. Murphy (E-mail)"" , ""ACTIVE +Jim Pond (E-mail)"" , ""ACTIVE Jim Tousignant (E-mail)"" +, ""ACTIVE Joanne M. Kiley (E-mail)"" +, ""ACTIVE Joanne M. Prosser (E-mail)"" +, ""ACTIVE Joel Blockowicz (E-mail)"" +, ""ACTIVE Joel Bloom (E-mail)"" , +""ACTIVE Johanna Hellenborg (E-mail)"" , ""ACTIVE John A. +Feltovic (E-mail)"" , ""ACTIVE John A. Hilliard +(E-mail)"" <4948263@mcimail.com>, ""ACTIVE John Allan (E-mail)"" +, ""ACTIVE John Anthony Linden (E-mail)"" +, ""ACTIVE John Balkwill (E-mail)"" +, ""ACTIVE John Bisanti (E-mail)"" +, ""ACTIVE John C. Clyne (E-mail)"" +, ""ACTIVE John C. Martz (E-mail)"" +, ""ACTIVE John C. Mulhern (E-mail)"" +, ""ACTIVE John D. Byrnes (E-mail)"" +, ""ACTIVE John E. Betsill (E-mail)"" +, ""ACTIVE John E. Zimmerman (E-mail)"" +, ""ACTIVE John F. Buckley (E-mail)"" +, ""ACTIVE John F. Harbord (E-mail)"" +, ""ACTIVE John F. Matthews (E-mail)"" +, ""ACTIVE John F. Simcoe (E-mail)"" +, ""ACTIVE John F. Stier (E-mail)"" , +""ACTIVE John G. Malino (E-mail)"" , ""ACTIVE John H. Degnan +(E-mail)"" , ""ACTIVE John Hay (E-mail)"" +, ""ACTIVE John Igoe (E-mail)"" , +""ACTIVE John J. Chapman (E-mail)"" , ""ACTIVE John J. +Crisel (E-mail)"" , ""ACTIVE John J. Crowe (E-mail)"" +, ""ACTIVE John J. DeMarsh (E-mail)"" , +""ACTIVE John J. Guba (E-mail)"" , ""ACTIVE John J. Keogh +(E-mail)"" , ""ACTIVE John Jacobs (E-mail)"" +, ""ACTIVE John K. Austin (E-mail)"" +, ""ACTIVE John L. Sneddon (E-mail)"" +, ""ACTIVE John L. Stein (E-mail)"" +, ""ACTIVE John M. Hogan (E-mail)"" +, ""ACTIVE John P. Meyer (E-mail)"" +, ""ACTIVE John P. Thomas (E-mail)"" +, ""ACTIVE John Parro (E-mail)"" +, ""ACTIVE John Payne (E-mail)"" +, ""ACTIVE John Popolillo (E-mail)"" +, ""ACTIVE John R. Ferrari (E-mail)"" +, ""ACTIVE John R. Peters (E-mail)"" +, ""ACTIVE John Randall Evans (E-mail)"" +, ""ACTIVE John Robinson (E-mail)"" +, ""ACTIVE John Sweat (E-mail)"" +, ""ACTIVE John Terela (E-mail)"" , +""ACTIVE John Trendler (E-mail)"" , ""ACTIVE John Voorhorst +(E-mail)"" , ""ACTIVE John W. Brannock (E-mail)"" +, ""ACTIVE John W. Coons (E-mail)"" +, ""ACTIVE John W. Corbett (E-mail)"" +, ""ACTIVE John W. Green (E-mail)"" +, ""ACTIVE John W. Hildebrand (E-mail)"" +, ""ACTIVE John Zalewski (E-mail)"" +, ""ACTIVE Jo-Lynne Price (E-mail)"" +, ""ACTIVE Jon J. Crockett (E-mail)"" +, ""ACTIVE Jonathan C. Keefe (E-mail)"" +, ""ACTIVE Jonathan R. Coun (E-mail)"" +, ""ACTIVE Jonathan T. Tucker (E-mail)"" +, ""ACTIVE Jordan O. Hemphill (E-mail)"" +, ""ACTIVE Jose Oncina (E-mail)"" +, ""ACTIVE Joseph C. Ellsworth (E-mail)"" +, ""ACTIVE Joseph D. Buckman (E-mail)"" +, ""ACTIVE Joseph D. Winarski (E-mail)"" +, ""ACTIVE Joseph F. Patterson (E-mail)"" +, ""ACTIVE Joseph J. Procopio (E-mail)"" +, ""ACTIVE Joseph L. Maccani (E-mail)"" +, ""ACTIVE Joseph M. Cowan (E-mail)"" +, ""ACTIVE Joseph M. Milano (E-mail)"" +, ""ACTIVE Joseph M. Murphy (E-mail)"" +, ""ACTIVE Joseph M. Patti (E-mail)"" , +""ACTIVE Joseph T. Turner (E-mail)"" , ""ACTIVE Joshua +Figueroa (E-mail)"" , ""ACTIVE Juan L. Cano (E-mail)"" +, ""ACTIVE Judith A. Taylor (E-mail)"" +, ""ACTIVE Judy M. Schultz (E-mail)"" +, ""ACTIVE Julian Atkins (E-mail)"" +, ""ACTIVE Jurg Grossenbacher (E-mail)"" +, ""ACTIVE K. Nicole Escue (E-mail)"" +, ""ACTIVE Karen Amos (E-mail)"" +, ""ACTIVE Karen Couto (E-mail)"" +, ""ACTIVE Karen L. Balko (E-mail)"" +, ""ACTIVE Karen Randal (E-mail)"" +, ""ACTIVE Karl W. Myers (E-mail)"" +, ""ACTIVE Kathleen A. Carrington (E-mail)"" + +cc: +Subject: Site Location Advisory Service + + + + +I am pleased to inform you that one of Canada's leading business service +providers, Grant Thornton LLP, is now offering US firms a full Site Location +Advisory Service. + +With over forty offices across Canada, Grant Thornton LLP knows Canada. We +are finding that more and more US corporations are looking north as they are +faced with fewer satisfactory location alternatives in which to expand. +Canada, with its relatively large and well trained work force, not to +mention lower operating costs, is increasingly being considered by companies +such as yours. + +Grant Thornton LLP would be pleased to discuss this service with you. It is +a full service that includes, on your behalf, real estate sourcing, labor +force analysis and verification, tax analysis and comparison, and incentive +negotiations. + +Should you be considering expanding your operations and interested in +discussing our service, please give us a call. More and more United States +firms, from call centers to manufacturers are locating in Canada to serve +both their US and Canadian customers. + +Based in Moncton, New Brunswick Canada, I can be reached at: + + Telephone (506) 857-0100 + Cell Phone (506) 381-1450 + E-Mail mmacbride@grantthornton.ca + + +Michael S. MacBride, CMA +Senior Consultant + +Grant Thornton LLP +Chartered Accountants +PO Box 1005 +633 Main Street Suite 500 +Moncton New Brunswick Canada E1C 8P2 + + +This e-mail is intended solely for the person or entity to which it is +addressed and may contain confidential and/or privileged information. Any +review, dissemination, copying, printing or other use of this e-mail by +persons or entities other than the addressee is prohibited. If you have +received this e-mail in error, please contact the sender immediately and +delete the material from any computer. + +" +"arnold-j/all_documents/102.","Message-ID: <3340509.1075849626544.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:47:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: BMC Update, 2:30pm 12/13 - changes noted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +This is apparently the type of deal flip-flop which BMC has been blessing EBS +with. In the note from Doug Cummins which contained his updated spend +projections, he had the ""Professional Services"" highlighted with a bunch of +question marks. It is at the bottom of his sheet, and lists a qty of 30 @ +$2000 per = $60,000 --- I assume that's $2K/hour or per day. Either way, +it's not something that appears palatable to them (Net Works). I'll be going +over there in a few minutes, and will try to check w/each of the guys. I'll +keep you posted. + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/13/2000 02:41 PM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/13/2000 02:10 PM + + To: Chaz Vaughan/Enron Communications@Enron Communications + cc: Jeff Youngflesh/NA/Enron@ENRON, Brad Nebergall/Enron +Communications@Enron Communications + Subject: Re: BMC Update + +Clarification on the below. + +Point #1 our position has been $3MM on software (they are saying they need +$4MM to get the deal done.) + +Additionally, they want Maintenance and professional services to go with the +dollar amount. $2.4MM is their position here. I need your help to clarify +with each group who is on board with maintenance and profesional services. +BMC's #2 guy Jeff Hawn told Jim Crowder this was critical for them. + +Thanks, + +Steve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net + + + + Chaz Vaughan + 12/12/00 07:29 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Stephen Morse/Enron Communications@Enron Communications + Subject: Re: BMC Update + +Jeff, + +Thank you for your efforts on the BMC deal. We are making real progress. +Here are the answers to your questions: + +1. How much do they want you to guarantee them in BMC revenue? +$4 MM in software and $2.4 MM in maintenance and professional services +2. Are you still looking at a $13MM TCV over 5 years? +No, our current TCV over 5 years is $10 MM +3. Have I properly conveyed the ""accepable-to-BMC method"" of proving +purchase commitment from Enron? +Not sure what you mean here +4. Your note re: getting the Prof'nl Svcs contract signed says it has to be +done by 6pm the 14th...what if you don't get it until the morning of the 15th? +We prefer the 14th, but if we can't get it until the 15th, that will work + + +Please let me know if you have any other questions. I will call you tomorrow +to touch base. + +Thanks, + +Chaz Vaughan +Enron Broadband Services +1400 Smith Street +Houston, TX 77002 +Ph: 713-345-8815 +Cell: 713-444-3074 +Fax: 713-853-7354 +Chaz_Vaughan@enron.net + + + + Jeff Youngflesh@ENRON + 12/12/00 04:43 PM + + To: Stephen Morse/Enron Communications@Enron Communications, Chaz +Vaughan/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Brad Nebergall/Enron +Communications@Enron Communications, Eric Merten/Enron Communications@Enron +Communications + Subject: BMC Update + +Steve/Chaz - + +I have taken your EBS Professional Services contract through our contracts +folks, and we have ended up with it now being in EBS' contracts dept w/one of +your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten +(PDX) early this afternoon, and he now has the contract. EBS may have some +Intellectual Property issues related to ownership of BMC Consultant-developed +materials (while being paid by Enron). Eric is in the driver's seat with the +contract at this point. + +I have sent notes to all of the Net Works directors currently engaged in one +form or another with BMC product and/or personnel. In it, they have been +requested to help us understand our opportunity from a number of angles: +Application(s) considered, attractiveness of the new pricing, attractiveness +of the BMC flexibility w/regard to ""purchase commitment"", etc. In addition, +I have re-iterated the time urgency. + +I have followed up the note w/telephone calls & messages to all of them: +Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am +meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have +me in their voicemailbox, Cummins was in a meeting and he said he would call +me back. + +Would either one of you please let me know what BMC wants EBS to do for +them: how much do they want you to guarantee them in BMC revenue? Are you +still looking at a $13MM TCV over 5 years? Have I properly conveyed the +""accepable-to-BMC method"" of proving purchase commitment from Enron? Your +note re: getting the Prof'nl Svcs contract signed says it has to be done by +6pm the 14th...what if you don't get it until the morning of the 15th? + +I will call you to follow up on this note. + +Thank you, + +Jeff Youngflesh + + +" +"arnold-j/all_documents/1020.","Message-ID: <24060675.1075857613812.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 23:57:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you must bet sugar and orange bowls + + + + +John J Lavorato@ENRON +01/02/2001 07:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +current including tb -500 equals 4170 + +" +"arnold-j/all_documents/1021.","Message-ID: <23312496.1075857613834.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 09:31:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i was thinking about 25. i'll sell everything on access down 15 + + + + +Mike Maggi@ENRON +01/01/2001 05:28 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +15-25 lower + +" +"arnold-j/all_documents/1022.","Message-ID: <31588704.1075857613855.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 08:55:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +if we were open today, where would you open it?" +"arnold-j/all_documents/1023.","Message-ID: <13128947.1075857613877.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 08:36:00 -0800 (PST) +From: john.arnold@enron.com +To: edie.leschber@enron.com +Subject: Re: Gas Team - Reorg +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Edie Leschber +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that info is correct. + + + + + + From: Edie Leschber 12/29/2000 12:30 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Team - Reorg + +John, +My name is Edie Leschber and I will be your Business Analysis and Reporting +Contact effective immediately. I am currently in the process of +verifying team members under your section of the Gas Team. Attached is a +file with the current list. Please confirm that your list is complete and/or +send me changes to it at your earliest convenience. New cost centers have +been set up due to the reorganization and we would like to begin using these +as soon as possible. I look forward to meeting you and working with you very +soon. Thank you for your assistance. + + + +Edie Leschber +X30669 + +" +"arnold-j/all_documents/1024.","Message-ID: <4280105.1075857613898.JavaMail.evans@thyme> +Date: Mon, 1 Jan 2001 08:36:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i would have paid you in full Tueday morning and resigned my bookie +services... + + + + +John J Lavorato@ENRON +12/31/2000 10:43 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Almost pulled off the 4 tease yesterday. +I was robbed + +Denver +3 350 +Phili +3 350 + + +" +"arnold-j/all_documents/1025.","Message-ID: <28576992.1075857613920.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 23:31:00 -0800 (PST) +From: john.arnold@enron.com +To: torrey.moorer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Torrey: +Can you also approve Mike Maggi to trade crude as well. Thanks for your help. +John" +"arnold-j/all_documents/1026.","Message-ID: <28927692.1075857613941.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 23:14:00 -0800 (PST) +From: john.arnold@enron.com +To: torrey.moorer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Torrey Moorer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +torrey: +please set me up to trade crude. +John" +"arnold-j/all_documents/1027.","Message-ID: <17563351.1075857613963.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 23:07:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: NG YEAR ENd Quiz +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fill me in. how can i eavesdrop?? + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: NG YEAR ENd Quiz + +I belong to a natgas discussion group on the internet. This is from one of +the guys. Basically they are a bunch of gastraders from various firms ( a lot +of producers, some industrials, some small shops and few i--banker types) I +found the test to be mildly amusing. And since I had no idea what 'club no +minors' was-- i was hoping for some insight from you guys. Fortunately, the +lovely Ms. Shipos was able to fill me in. + +Anyway, while occasionally garbage, the discussions do provide insight on +what others are thinking of production, storage and other such matters. And +when I was a marketer, I found a few leads. Finally, since a lot of the +information revolves around gossip about a particular 'super trader' at the +big ENE , i find it amusing that one of the most reserved and modest +individuals I know is so talked about on the internet. + +JF + +" +"arnold-j/all_documents/1028.","Message-ID: <8903928.1075857613985.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:52:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: fund views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +very useful...thx. keep me posted + + + + +Caroline Abramo@ENRON +12/22/2000 11:41 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jennifer +Fraser/HOU/ECT@ECT +cc: Per Sekse/NY/ECT@ECT +Subject: fund views + +Hi- all the funds are trying to figure out what the play is for next year- +major divergence of opinions. Most everyone we talk to takes a macro view. + ++ Dwight Anderson from Tudor thinks anything above $6 is a sale from the +perspective of shut in industrial demand- he believes that between $6-7 no +industrial (basic industry type) can operate. He tracks all the plant +closures similar to what Elena does in Mike Robert's group but it seems on a +more comprehensive level (Jen- it would be good for fundamentals to track +this number- do some scenario analysis on it under various economic +conditions- like recession!!). I will try to find out what his total number +for turned back gas is- just ammonia is a little more than 1/2 Bcf which does +not seem all that meaningful but the total may bring us back into balance for +the summer. + +While he's a seller above $6, he'd also be a buyer of summer at lower levels +He firmly believes in increased production in 02 (still has 1.1 day short) +based on his relationship with the producing community although I personally +think that 1Q02 sees little. I know that the fundamentals group is tracking +these numbers from the producing community and has seen no increase in 3q +over 2q and is doubtful for any in 4q over 3q. + +He really believes theories on products being out of whack- heat/gas, +crude/propane.... + ++ Jim Pulaski is a bull period- he really likes april and may on the 0 +storage scenario- I agree that we try to build storage in April but with the +backwardation out there what is the incentive??? as well, with lower +baseloads for the summer- deliverability should not be an issue. I am torn +on this one. + ++ Catequil- new fund- Paul Touradji - used to be with Tiger- they do the same +analysis as Dwight- just starting up and one of their mandates is to be long +nat gas!! through vol or outright. + ++ Harvard- not really sure of the view yet- they have not been active in gas +just crude/products- they like buying cheap vol- because they do not have MTM +issues- they like to look out in the calendar years. + ++ The other people we are starting relationships with in the new year are: +Moore Capital, Global Advisors, Caxton, Paloma Partners, Kingdon, Renaissance +(program trader) - just so you know the names- as I get to know them better, +I'll try to fwd on thoughts regularly. + +Have a great holiday! I'll be here next week. + +Caroline + + + + + + + + +" +"arnold-j/all_documents/1029.","Message-ID: <29117757.1075857614010.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:52:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: End of the YEar +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx and have fun on vaca + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: End of the YEar + +Hey: +Sorry I didn't get to come by before I left. I have been in London since +12/15.I hope the expiry goes smoothly for you. Also I hope your holliday +season is going well ( however abridged it is by the NYMEX and Enron) + Many of the guys over here asked about nat gas and EOL in the US. I +suggested they visit with you when they are over in the US. In particular, +Chris Mahoney (gasoil trader) will be in Houston the 27 t0 30. I told him he +should come and watch you deal with the AGA number and NX1 at the same time. +Chris is a really good guy. His team loves him and will definitely play a +large role in turning the crude and products group around. + + Anyway you were a great pal over the last 12 months and gave me a lot of +good advice. I do miss listening to the banter on the gas floor (and the +gambling!), but there are a lot of good people in crude and products +(especially in London) and I think we will be able to deliver on the goods. I +think you are wonderful and I'm very happy we had the chance to work together. + +Happy New Year! +Jen + +PS I am coming back on the 6th. Once I finish up the week, I am off to Berlin +for New Year's Eve and then a little trip over to Prague. + +PPS If there is any other info you need let me know. By Jan 15, I should have +about 15 analysts and be able to devote some to special projects. + +PPS A London HOuston Comparison + London HOUSTON +Employee Referral BMW Z3 Maybe 2K, usually a slap on the back +Parking Avail 10 spots 100's +Parking Fee Monthly auction, with 10 top ten bids Set annual, space yours +for your ENE life + winning, lowest of the ten setting + monthly price +Building Across from Buckingham Palace Demilitarized zone +Holiday 5 weeks ???? +Trading Day 8 am - 8:30 pm 6-6:30 +Closest Bar British Pub, one Block Ninfa's Allen Ctr + + + + + + + +John Arnold +26/12/2000 19:03 +To: Jennifer Fraser/HOU/ECT@ECT +cc: +Subject: Re: NG Expiry + +sorry didnt respond to your message. don't know how to do that instant +messenger thing anymore. volume very, very light. most of stated volume in +spreads and TAS. No one seems to want to be in the office this week. +Everyone wants to get this year over with. +Keep pumping in the fundamental info. very good stuff and i'm not getting +it anywhere else. + + + + + + From: Jennifer Fraser 12/26/2000 12:16 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: NG Expiry + +Hey + + + + + + + +" +"arnold-j/all_documents/103.","Message-ID: <7381607.1075849626568.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:18:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: Universal (JPI) sponsorship +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +----- Forwarded by Colleen Koenig/NA/Enron on 12/13/2000 04:18 PM ----- + + Michael Horning@ENRON COMMUNICATIONS + 12/13/2000 04:03 PM + + To: Stewart Seeligson/Enron Communications@Enron Communications + cc: David Cox/Enron Communications@Enron Communications, Edward +Ondarza/Enron Communications@Enron Communications, Colleen +Koenig/NA/Enron@ENRON + Subject: Universal (JPI) sponsorship + +Stewart, + +Per our phone conversation, Universal is looking for sponsorship funds to +grow JPI (Jurassic Park Institute). + +Enron Media has an opportunity (perhaps) to provide advertising risk +management services beyond their Motion Picture Group, to their Music, Home +Video and Recreation Groups. + +There may be an opportunity for EBS to provide bandwidth in lieu of +sponsorship dollars or some other type of arrangement. + +I am trying to reschedule my meeting with their motion picture advertising +team for the second week in January, so I'll stay in touch to see if you +develop an opportunity through their global sourcing group. + +Regards, + +Michael P. Horning +Director +Enron Media Services +Global Media Risk Management +Phone: 713-853-9181 +Fax: 713-646-8436 +Cell: 713-303-0742 +----- Forwarded by Michael Horning/Enron Communications on 12/14/00 04:04 AM +----- + + Colleen Koenig@ENRON + 12/12/00 06:07 PM + + To: Michael Horning/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron + Subject: Universal (JPI) sponsorship + +Mike, +In reference to our conversation today, attached is further information on +the Universal sponsorship and Enron-Universal business opportunities. + +Jurassic Park Institute- A dinosaur-based educational/entertainment resource +targeting children/families. +Sponsorship's Four Components: +JPI Virtual Institute - Global online program (March, 2001) +JPI In-school Program - Grade-specific curriculum (August, 2002) +JPI Museum Tour - Cross-country tour (TBD) +JPI Headquarters - To be located in Universal Hollywood and Japan (2002) + +Sponsorship donations begin at $250K and this could be divided among multiple +business units. + +Enron Opportunities with Universal: +EBS - Content for Blockbuster +EMS +Enron Weather +Enron Credit +Enron Plastics & Petrochemicals + +Colleen Koenig +Analyst, Enron Corp +Global Strategic Sourcing, Business Development +713.345.5326 + + + + + +" +"arnold-j/all_documents/1030.","Message-ID: <24317656.1075857614033.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:50:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: NG YEAR ENd Quiz +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what is this??? + + + + + + From: Jennifer Fraser 12/27/2000 12:19 PM + + +To: Bill Berkeland/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Jennifer +Shipos/HOU/ECT@ECT +cc: +Subject: NG YEAR ENd Quiz + + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 27/12/2000 +18:21 --------------------------- + + +RBrown5658@aol.com@wwwww.aescon.com on 27/12/2000 12:04:03 +Supplemental Bonus question: See no 12---- Is Jeff Shankman's picture there + +Here is your year end NG quiz. Forgive pore spelling please! + +1. On Jan 4, 2000, what was the settle price of the prompt month Nymex +contract? + +2. What caused numerous OTC energy brokerages to consolidate or go out of +business in 2000? + +3. Every 11 years, an astronomical event occurs that correlates with high +energy prics. This is one of those years. What is the event? + +4. What trading company's motto is ""unrelenting thinking?"" + +5. What is intellectual capital? Where was the idea of it conceived? + +6. If a supertrader is wearing a blue shirt with white collar and cuffs, +what is the appropriate foot accesory: red socks, sandals or ""spats""? + +7. On March 31, 2000, what was the settle of the prompt month Nymex +contract? + +8. What is the name of a prominent national weather service that doesn't +provide intra-day Canadian air temp graphics? + +9. What is a ""polar pig""? Who coined the phrase? + +10. What do Nicholas Leeson and Value-at-Risk have in common? + +11. What type of food is served at the restaurant in Houston which houses +the famous bar - ""Club No Minors""? + +12. What is the name of the small town in Texas where the Natural Gas +Traders Hall of Fame is allegedly located? + +13. What is the name of the $1.59 grocery store tabloid that predicted our +current weather on Sept. 12, 2000? + +14. What are the names of the three northern hemisphere weather models used +today? + +15. In the year 2000, what astrological event had a 100% correlation with +counter-trend price moves? + +16. On Feb 3, 2001, what astrological event will occur that some floor +traders say will affect price of NG? + +17. In the year 2000, one Houston oil company paid $160 million to learn the +hard way that OPEC can do what? + +18. What was the highest IFGMR index posted to date? + +19. What city issued warrants for the arrest of several of its gas utility's +executives in 2000? + +20. Who is the president of Enron Online? + +21. During 2000's Shell Open golf tourney, within a 25 cent window what was +the average price of the prompt month Nymex contract? + +22. What weather event struck Ft. Worth, Texas on March 28, 2000? + +23. How many Nobel laureates advised the supertraders at failed Long Term +Capital Management? + +24. What is a ""deal cop""? + +25. The AGA states upon its web page that portion of the gas business that +it represents. Which of the following is that group? Traders, marketers, +pipelines, utilities, home consumers, producers, industrials? + +26. What type of meat product was used to verbally describe AGA's Chris +McGill's reaction to the notion that there would be a shortage of gas supply +this winter? + +27. How many utilities have been rumored to be considering bankruptcy in +California due to high energy prices? + +28. The original design for Alliance pipeline was conceived where and drawn +on what? + +29. Which of the following is considered to be improper to put on a +Philadelphia Gas Works expense account: business mileage, business meals, +business lodging or artworks? + +30. At a late night industry party during Gas Fair this year, two female +brokers were mistakenly hassled by Houston Police as possibly being of what +occupation? + + + + + + + +" +"arnold-j/all_documents/1031.","Message-ID: <13867811.1075857614054.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:43:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: Vegas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wish you guys were going a week earlier. i'm going next weekend. too much +vegas is bad for the soul....and the wallet. + + + + +Jennifer Shipos +12/27/2000 04:28 PM +To: John.arnold@enron.com +cc: +Subject: Vegas + +Come to Vegas with us. (Jan 12-14) If you are going to spend a fortune on +your painting, you should at least see it one more time before you buy it. +What do you think? + +" +"arnold-j/all_documents/1032.","Message-ID: <7229882.1075857614076.JavaMail.evans@thyme> +Date: Thu, 28 Dec 2000 04:42:00 -0800 (PST) +From: john.arnold@enron.com +To: kenneth.thibodeaux@enron.com +Subject: Re: 12/26 and 12/27 Maturity Gap Risk Limit Violation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kenneth Thibodeaux +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The positions went over limits due to the sale of HPL and subsequent unwind +of hedges associated with the transaction. Attempts are being made to +unwind those positions currently + + + + +Kenneth Thibodeaux@ENRON +12/28/2000 09:43 AM +To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Frank +Hayden/Corp/Enron@Enron +cc: +Subject: 12/26 and 12/27 Maturity Gap Risk Limit Violation + + +The PRELIMINARY DPR indicates a Maturity Gap Risk violation for Gas Trading +as follows: + + 12/26 Maturity/Gap Risk: 202 Bcf + 12/27 Maturity/Gap Risk: 205 Bcf + Maturity Gap Risk Limit: 200 Bcf + +Please provide an explanation for the memos. If you have any questions, +please call me at 5-4541. + +Thank you, + +Johnny Thibodeaux + +" +"arnold-j/all_documents/1033.","Message-ID: <12033022.1075857614097.JavaMail.evans@thyme> +Date: Wed, 27 Dec 2000 06:56:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/27/2000 02:55 +PM --------------------------- + + +Jim Schwieger +12/27/2000 02:49 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + +" +"arnold-j/all_documents/1034.","Message-ID: <6454940.1075857614119.JavaMail.evans@thyme> +Date: Tue, 26 Dec 2000 11:35:00 -0800 (PST) +From: john.arnold@enron.com +To: stephanie.sever@enron.com +Subject: Re: ICE +Cc: dutch.quigley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dutch.quigley@enron.com +X-From: John Arnold +X-To: Stephanie Sever +X-cc: Dutch Quigley +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please approve Dutch for ICE + + + + Enron North America Corp. + + From: Dutch Quigley 12/22/2000 10:59 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ICE + +John, + +Can you send an email to Stephanie Sever to approve my access to the ICE +system. + +Dutch +---------------------- Forwarded by Dutch Quigley/HOU/ECT on 12/22/2000 10:58 +AM --------------------------- + + + +From: Stephanie Sever + 12/22/2000 09:34 AM + + + + + +To: Dutch Quigley/HOU/ECT@ECT +cc: +Subject: ICE + +Dutch, + +As John Arnold is not an approver on ICE, please have him send an email +giving his OK for your access. + +Thanks, +Stephanie x33465 + + + +" +"arnold-j/all_documents/1035.","Message-ID: <6710317.1075857614141.JavaMail.evans@thyme> +Date: Tue, 26 Dec 2000 11:34:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Here is the name of an available options trader: +Jeremy Sorkin +VP, Deutsche Bank +713 757 9200 + +Would fit Enron culture, but have had little contact with him professionally. +Might be worth bringing him in. Tell me if you want me to call him." +"arnold-j/all_documents/1036.","Message-ID: <3854545.1075857614164.JavaMail.evans@thyme> +Date: Tue, 26 Dec 2000 11:03:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: NG Expiry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sorry didnt respond to your message. don't know how to do that instant +messenger thing anymore. volume very, very light. most of stated volume in +spreads and TAS. No one seems to want to be in the office this week. +Everyone wants to get this year over with. +Keep pumping in the fundamental info. very good stuff and i'm not getting +it anywhere else. + + + + + + From: Jennifer Fraser 12/26/2000 12:16 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: NG Expiry + +Hey + +" +"arnold-j/all_documents/1037.","Message-ID: <23294326.1075857614185.JavaMail.evans@thyme> +Date: Mon, 25 Dec 2000 13:17:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +asshole + + + + +John J Lavorato@ENRON +12/23/2000 10:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +john + + +I cant' seem to make my gambling problem go away. + +bills +3 250 +denver -7 250 +jack +3 1/2 250 + + +" +"arnold-j/all_documents/1038.","Message-ID: <28194614.1075857614207.JavaMail.evans@thyme> +Date: Mon, 25 Dec 2000 13:16:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +asshole + + + + +John J Lavorato@ENRON +12/24/2000 08:45 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +rams -3.5 +wash -7 +raiders -9 1/2 +balt -5 +bears lions over 37 +eagles bengals under 35 1/2 +pats +4 +vikings +5.5 + + +" +"arnold-j/all_documents/1039.","Message-ID: <11193216.1075857614231.JavaMail.evans@thyme> +Date: Fri, 22 Dec 2000 10:29:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: Plants Shut Down and Sell the Energy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the market had to get to a price whereby these guys shut down. there is just +not enough gas to allow everybody who wants to to burn it. the elasticity of +demand is in the industrial sector. million dollar question is have we +gotten to a high enough price whereby we end the year with gas in the ground +and deliverability to meet a late cold snap. shutdown of processing, +distillate and resid switching, loss of industrial load...maybe we have. +good holidays, +john + + + + +slafontaine@globalp.com on 12/22/2000 07:11:26 AM +To: slafontaine@globalp.com +cc: +Subject: Plants Shut Down and Sell the Energy + + + +Subject: Plants Shut Down and Sell the Energy + + + +Plants Shut Down and Sell the Energy +By Peter Behr +Washington Post Staff Writer +Thursday, December 21, 2000; Page E01 +Kaiser Aluminum Corp. had planned to spend December making aluminum at its +giant smelters in the Pacific Northwest, run by electricity from the +Bonneville Power Administration's Columbia River dams. Then it saw a better +deal. With California desperate for power and electricity prices hitting +unheard-of peaks, Kaiser shut down its two U.S. smelters last week. It is +selling the electricity it no longer needs -- for about 20 times what it +pays Bonneville under long-standing contracts. +It is a measure of this winter's fuel crunch: Some big industrial firms in +energy-intensive sectors such as paper, fertilizers, metals and even +oil-field operations can make more money by selling their electricity or +natural gas than manufacturing their products. The shifts by such large +industrial consumers of energy -- described as unprecedented by analysts -- +will free up more fuel for households and businesses this winter. But they +also are sowing seeds of potential problems next year. Shortages of aluminum +and fertilizer, for example, are likely to give another upward jolt to +consumer prices and further weaken the economy, analysts said. +""The fertilizer picture is particularly worrying us because we don't know +what they're going to use to grow crops with,"" said David Wyss, chief +economist at Standard & Poor's. Some economists have recently increased +their warnings about the damaging impact of this winter's heating bills on +an already weakening economy. Goldman Sachs analysts last week estimated +that gas heating bills will double this winter to more than $1,000 for a +typical U.S. household. +That and higher electricity prices will cost consumers $20 billion in higher +energy costs compared with a year ago, they estimated, cutting the expected +growth in the nation's economic output by one percentage point on an annual +rate in the first three months of next year. ""Overall, the recent energy +price developments have thus added to the risk of a sharp economic +slowdown,"" the Goldman Sachs report concluded. Terra Industries Inc., in +Sioux City, Iowa, has closed three of its six U.S. ammonia plants, which use +natural gas as a main ingredient for fertilizer production. Like Kaiser, the +company realized it would be much more profitable to stop production in +December and sell the natural gas back to the market at current prices, +which are much higher than the price Terra was obligated to pay under its +existing December supply contract, said Mark Rosenbury, chief administrative +officer. +""We looked at these [current] prices and said, 'This is crazy,' "" he said. +Terra hasn't disclosed the profit it will make selling its gas, but +Rosenbury said it would be ""substantial."" In coming months, Terra's good +fortune could be reversed. It usually buys gas a month at a time, and the +prices for January delivery most likely will be well above its break-even +point. That would keep Terra's plants closed, Rosenbury said, but eliminate +the opportunity to sell the natural gas at a profit. ""If this persists,"" +Rosenbury said, ""it's going to be a real problem."" +He estimates that out of a total annual U.S. production capacity of 18 +million tons of ammonia, about 4 million tons of production isn't operating +now. ""Could we be short of fertilizer next spring? It's possible that +farmers will not have as much as they want,"" Rosenbury said. Royster-Clark +Inc., a Norfolk and New York City-based fertilizer manufacturer and +distributor, has shut down its one plant in East Dubuque, Ill., +indefinitely, and 72 production workers will be laid off, beginning next +month. The story is the same -- natural gas prices are too high to justify +continued production. ""We believe it's likely this is a speculative bubble +[in natural gas prices] that will burst and in a few weeks we'll be able to +buy gas at a more reasonable price, but that remains to be seen,"" said Paul +M. Murphy, the company's managing director for financial planning. A +continuation of high natural gas prices would likely shrink production and +raise fertilizer prices to a point that could affect farmers' decisions to +plant feed corn, he said. ""It's sticker shock."" +According to Wyss, if this winter remains unusually cold and natural gas +remains above $7 per million cubic feet -- double the level a year ago -- +farm products could rise significantly a year from now and into 2002. In the +aluminum industry, several smaller producers have joined Kaiser, the +industry's No. 2 manufacturer, in closing down, noted Lloyd O'Carroll, an +analyst with BB&T Capital Markets in Richmond. +Aluminum production in November was 8.3 percent below that of November 1999, +and December's production will be lower still, he said. ""We'll get more +production cut announcements, I think,"" he said. A slowing in the U.S. and +world economies next year could ease the impact of reduced aluminum +supplies. ""But if the world economy doesn't fall completely apart, then +[aluminum] prices are going to rise, and they could rise significantly more +than the current forecast,"" he said. In Kaiser's case, it's an open question +how much of its electric windfall it will keep. Kaiser is contractually +entitled to buy electricity from Bonneville at $22.50 a megawatt per hour, +says spokesman Scott Lamb. That is the power it has sold back to Bonneville +for $550 a megawatt hour for December. +But the Bonneville Authority is pressuring Kaiser to use these and future +profits from power resales to compensate employees at the shut-down plants, +to invest in new electric generating capacity, or even to refund to +Bonneville's other customers, said Bonneville spokesman Ed Mosey. Kaiser and +Bonneville have negotiated a new power purchase deal to take effect after +next October, but the power authority says it intends to reduce deliveries +to Kaiser if the company tries to pocket the electricity sale profits. ""Out +here, a deal is a deal, but it has to be a moral deal. There has to be an +ethical dimension to this and we're not shy in trying to make sure they live +up their advantage in having access to this publicly-owned power,"" Mosey +said. +, 2000 The Washington Post Company + + + + + + + + + + +" +"arnold-j/all_documents/104.","Message-ID: <11949821.1075849626592.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:52:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: Re:FEDEX update: Lawsuit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/13/2000 +04:52 PM --------------------------- +From: John Will on 12/13/2000 04:47 PM +To: Sarah-Joy Hunter/NA/Enron@Enron +cc: + +Subject: Re: Lawsuit + +Sarah-Joy, + +Mike Golden and John Pattillo should be conversing this afternoon. After +this call Chris Gant, Mike Golden, Carmen, Gary Stoop (Strategic Sourcing +Managing Director) and Richard Roberts are to attempt to get together and +discuss. Carmen is working on getting names, titles, and phone numbers and +advising. I'll advise next steps, after we hear how the conversation went +with John and Mike. + +Thanks for your patience. +jw + +----- Forwarded by John Will/NA/Enron on 12/13/2000 02:58 PM ----- + + Carmen Perez + 12/13/2000 10:32 AM + + To: John.Will@enron.com + cc: + Subject: Re: Lawsuit + + +Graham Smith, VP Properties and Facilites 901-434-8960 + +Trying to located the rest for you but they are not coming up. Give me until +this afternoon. + +Edith Kelly Green is not coming up at all and Mike Golden shows to be no +longer +with the company. I am checking, though. + +John.Will@enron.com wrote: + +> Carmen, +> The more I hear about the semantics that the legal council on both sides +> are pursuing the more I am convinced that it is in the best interest of +> both Fed-Ex and Enron to pursue this on a higher plane - on a commercial +> level, and immediately. +> +> Will you be available for a telephone call on Wednesday about 2:15 PM? The +> subject of the call is this: In order for us to pull off this deal, we'll +> need decision makers at the policy level to engage- throwing this back to +> legal is a downward spiral. I'm not saying we don't need legal involved, +> but the direction must come from those that see the commercial picture. +> +> Please provide the telephone numbers for the following people: +> Edith Kelly Green +> Graham Smith +> Mike Golden +> +> Sincerely, +> jw + + +" +"arnold-j/all_documents/1040.","Message-ID: <18242435.1075857614255.JavaMail.evans@thyme> +Date: Thu, 21 Dec 2000 23:26:00 -0800 (PST) +From: john.arnold@enron.com +To: phillip.allen@enron.com +Subject: Plants Shut Down and Sell the Energy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/22/2000 07:25 +AM --------------------------- + + +slafontaine@globalp.com on 12/22/2000 07:11:26 AM +To: slafontaine@globalp.com +cc: +Subject: Plants Shut Down and Sell the Energy + + + +Subject: Plants Shut Down and Sell the Energy + + + +Plants Shut Down and Sell the Energy +By Peter Behr +Washington Post Staff Writer +Thursday, December 21, 2000; Page E01 +Kaiser Aluminum Corp. had planned to spend December making aluminum at its +giant smelters in the Pacific Northwest, run by electricity from the +Bonneville Power Administration's Columbia River dams. Then it saw a better +deal. With California desperate for power and electricity prices hitting +unheard-of peaks, Kaiser shut down its two U.S. smelters last week. It is +selling the electricity it no longer needs -- for about 20 times what it +pays Bonneville under long-standing contracts. +It is a measure of this winter's fuel crunch: Some big industrial firms in +energy-intensive sectors such as paper, fertilizers, metals and even +oil-field operations can make more money by selling their electricity or +natural gas than manufacturing their products. The shifts by such large +industrial consumers of energy -- described as unprecedented by analysts -- +will free up more fuel for households and businesses this winter. But they +also are sowing seeds of potential problems next year. Shortages of aluminum +and fertilizer, for example, are likely to give another upward jolt to +consumer prices and further weaken the economy, analysts said. +""The fertilizer picture is particularly worrying us because we don't know +what they're going to use to grow crops with,"" said David Wyss, chief +economist at Standard & Poor's. Some economists have recently increased +their warnings about the damaging impact of this winter's heating bills on +an already weakening economy. Goldman Sachs analysts last week estimated +that gas heating bills will double this winter to more than $1,000 for a +typical U.S. household. +That and higher electricity prices will cost consumers $20 billion in higher +energy costs compared with a year ago, they estimated, cutting the expected +growth in the nation's economic output by one percentage point on an annual +rate in the first three months of next year. ""Overall, the recent energy +price developments have thus added to the risk of a sharp economic +slowdown,"" the Goldman Sachs report concluded. Terra Industries Inc., in +Sioux City, Iowa, has closed three of its six U.S. ammonia plants, which use +natural gas as a main ingredient for fertilizer production. Like Kaiser, the +company realized it would be much more profitable to stop production in +December and sell the natural gas back to the market at current prices, +which are much higher than the price Terra was obligated to pay under its +existing December supply contract, said Mark Rosenbury, chief administrative +officer. +""We looked at these [current] prices and said, 'This is crazy,' "" he said. +Terra hasn't disclosed the profit it will make selling its gas, but +Rosenbury said it would be ""substantial."" In coming months, Terra's good +fortune could be reversed. It usually buys gas a month at a time, and the +prices for January delivery most likely will be well above its break-even +point. That would keep Terra's plants closed, Rosenbury said, but eliminate +the opportunity to sell the natural gas at a profit. ""If this persists,"" +Rosenbury said, ""it's going to be a real problem."" +He estimates that out of a total annual U.S. production capacity of 18 +million tons of ammonia, about 4 million tons of production isn't operating +now. ""Could we be short of fertilizer next spring? It's possible that +farmers will not have as much as they want,"" Rosenbury said. Royster-Clark +Inc., a Norfolk and New York City-based fertilizer manufacturer and +distributor, has shut down its one plant in East Dubuque, Ill., +indefinitely, and 72 production workers will be laid off, beginning next +month. The story is the same -- natural gas prices are too high to justify +continued production. ""We believe it's likely this is a speculative bubble +[in natural gas prices] that will burst and in a few weeks we'll be able to +buy gas at a more reasonable price, but that remains to be seen,"" said Paul +M. Murphy, the company's managing director for financial planning. A +continuation of high natural gas prices would likely shrink production and +raise fertilizer prices to a point that could affect farmers' decisions to +plant feed corn, he said. ""It's sticker shock."" +According to Wyss, if this winter remains unusually cold and natural gas +remains above $7 per million cubic feet -- double the level a year ago -- +farm products could rise significantly a year from now and into 2002. In the +aluminum industry, several smaller producers have joined Kaiser, the +industry's No. 2 manufacturer, in closing down, noted Lloyd O'Carroll, an +analyst with BB&T Capital Markets in Richmond. +Aluminum production in November was 8.3 percent below that of November 1999, +and December's production will be lower still, he said. ""We'll get more +production cut announcements, I think,"" he said. A slowing in the U.S. and +world economies next year could ease the impact of reduced aluminum +supplies. ""But if the world economy doesn't fall completely apart, then +[aluminum] prices are going to rise, and they could rise significantly more +than the current forecast,"" he said. In Kaiser's case, it's an open question +how much of its electric windfall it will keep. Kaiser is contractually +entitled to buy electricity from Bonneville at $22.50 a megawatt per hour, +says spokesman Scott Lamb. That is the power it has sold back to Bonneville +for $550 a megawatt hour for December. +But the Bonneville Authority is pressuring Kaiser to use these and future +profits from power resales to compensate employees at the shut-down plants, +to invest in new electric generating capacity, or even to refund to +Bonneville's other customers, said Bonneville spokesman Ed Mosey. Kaiser and +Bonneville have negotiated a new power purchase deal to take effect after +next October, but the power authority says it intends to reduce deliveries +to Kaiser if the company tries to pocket the electricity sale profits. ""Out +here, a deal is a deal, but it has to be a moral deal. There has to be an +ethical dimension to this and we're not shy in trying to make sure they live +up their advantage in having access to this publicly-owned power,"" Mosey +said. +, 2000 The Washington Post Company + + + + + + + + + +" +"arnold-j/all_documents/1041.","Message-ID: <13767356.1075857614277.JavaMail.evans@thyme> +Date: Thu, 21 Dec 2000 06:40:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i know + + + + +Jennifer Shipos +12/21/2000 12:45 PM +To: john.arnold@enron.com +cc: +Subject: + +Thanks. You're the best! + +" +"arnold-j/all_documents/1042.","Message-ID: <30157678.1075857614299.JavaMail.evans@thyme> +Date: Wed, 20 Dec 2000 08:56:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: APIs +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Any idea what amount of switching in gas equivalents does the implied demand +of resid equate to? + + + + + + From: Jennifer Fraser 12/20/2000 03:05 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: APIs + +JA: +See note on switching. It is hard to monitor the distiallte because any +switching is being absorbed by the incessant arrival of European cargoes. We +hope to have you guys some better numbers before the end of the week. + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 20/12/2000 +09:00 --------------------------- + + +Alex Mcleish@ENRON +20/12/2000 02:40 +To: London, jennifer.fraser@enron.com, Sarah Mulholland/HOU/ECT@ECT +cc: +Subject: APIs + +PIRA report attached - bit uninspired this week, like the stats. + +Crude went back to the usual pattern and built 2 .4 mbbls, as opposed to an +implied draw (excl SPR) of 2 (although half of this in PADD 5). Perhaps +surprisingly, runs were down again, but most of this was non-CDU, and +gasoline bore the brunt of the output drop as a result. +Distillate demand, the main factor to watch, did fall, but not by much (240 +kbd), and only another weak import showing prevented a build. The cold +weather and switching are definitely having an impact, as this demand is well +above last year's Y2K inflated levels. Most of the draw was in low sulphur +material, but PADD 1 still suffered a 500 kbbls drop in heating oil stocks. +However, it does sems to be building up in PADD 3. +Gasoline stocks did build, but interestingly only in blending components, not +the finished material. Evidence of high gas prices impacting on production? +Stocks rose in PADD 1 by almost the same amount as they fell in PADD 3. +Imports were very strong, however, at 500 kbd. +Again, the real shoker was resid - demand up 57% to 1600 kbd, an incredibly +high number, and clear evidence (if repeated next week) of switching. + + + + + +" +"arnold-j/all_documents/1043.","Message-ID: <20399547.1075857614321.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 08:55:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: Re: confidential employee information-dutch quigley +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx + + + + +Jeanie Slone +12/19/2000 04:51 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: confidential employee information-dutch quigley + +Dutch requested a meeting with me today and I gave him the scoop on the +promotion. I will follow-up with him after our meeting the first week of +Jan. He was ok with everything. let me know if you need anything else. +---------------------- Forwarded by Jeanie Slone/HOU/ECT on 12/19/2000 04:45 +PM --------------------------- + + +Jeanie Slone +12/19/2000 10:09 AM +To: John Arnold/HOU/ECT@ECT +cc: Ted C Bland/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT + +Subject: confidential employee information-dutch quigley + +John, +As we discussed earlier, ENA HR is working with the A/A program to develop a +process for placing sr. spec into associate titles. Unfortunately, that +process has not been finalized and as such, Dutch is not yet an associate. +Ted is finalizing the process this week and it will likely require Dutch to +interview with 4 other commercial managers outside of ENA. + +Additionally, there are two other sr. spec. on the gas trading floor in +similar situations and we will be discussing them at a promotion meeting to +be held the first week of Jan. I would like to handle all of these +consistently and had planned to include Dutch's promotion in this +discussion. I would recommend that we hold on a title change for Dutch until +after this meeting and manage it through the promotions process. + +Per the message attached below, Dutch believes he has already received the +title change. Please clarify the situation with him at your earliest +convenience. If you need my assistance with this please let me know. I +apologize if there was any confusion from our previous discussions. Please +contact me with any questions/concerns. + +---------------------- Forwarded by Jeanie Slone/HOU/ECT on 12/19/2000 09:21 +AM --------------------------- + + +people.finder@ENRON +12/19/2000 09:19 AM +Sent by: Felicia Buenrostro@ENRON +To: Dutch.Quigley@enron.com +cc: Jeanie Slone/HOU/ECT@ECT + +Subject: Re: PeopleFinder Feedback + +Dutch, + +Unfortunately, I cannot make that change for you. + +Please contacct your HR Rep (Jeanne Slone). Your HR Rep can only change your +title. + +Thanks. + +Felicia + + + + +Dutch.Quigley@enron.com on 12/18/2000 08:05:19 AM +To: people.finder@enron.com +cc: + +Subject: PeopleFinder Feedback + + +My job title needs to be updated to ASSOCIATE. + +Dutch + + + + + + + + +" +"arnold-j/all_documents/1044.","Message-ID: <29558783.1075857614342.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 09:19:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you program my steno in the offices like the ones on my desk?" +"arnold-j/all_documents/1045.","Message-ID: <21113482.1075857614365.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 09:08:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Greetings from GARP - Mark your Calendars +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/18/2000 05:04 +PM --------------------------- + + Enron North America Corp. + + From: Frank Hayden @ ENRON 12/14/2000 09:44 AM + + +To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Mike +Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron +cc: +Subject: Greetings from GARP - Mark your Calendars + + +---------------------- Forwarded by Frank Hayden/Corp/Enron on 12/14/2000 +09:42 AM --------------------------- + + + + From: Frank Hayden 12/14/2000 09:36 AM + + +To: alemant@epenergy.com, alex_engles@csi.com, arajpal@coral-energy.com, +arubio@mail.utexas.edu, BABusch@mapllc.com, baris.ertan@ac.com, +bhagelm@ect.enron.com, blake.a.pounds@ac.com, bob_deyoung@yahoo.com, +brysonpa@hal-pc.org, bseyfri@ect.enron.com, cpapousek@eesinc.com, +csen@ngccorp.com, dennis.a.cornwell@usa.conoco.com, edhirs@aol.com, +flwrgbm@msn.com, fred.kuo1@jsc.nasa.gov, GCTMAT@worldnet.att.net, +gkla@dynegy.com, Greg_Wright@csc.com, haylett@tamu.edu, jarvis@shellus.com, +jencooper@mindspring.com, jeremy.l.sonnenburg@ac.com, jeremy_mills@iname.com, +jspicer@eesinc.com, jturner4@csc.com, kck8@cornell.edu, +khannas@pge-energy.com, madcapduet@aol.com, magdasr@texaco.com, +mark_loranc@kne.com, markw@primosystems.com, martin.a.makulski@ac.com, +mbernst@ect.enron.com, merrillpl@aol.com, lima@flash.net, +Mike.sepanski@kmtc.com, nhong@ect.enron.com, ostdiek@rice.edu, +Parker3m@kochind.com, pitbull@wt.net, pmeaux@entergy.com, +pzadoro@ect.enron.com, Rabi@shellus.com, rahim_baig@kne.com, +rayjdunn@aol.com, rw22@usa.net, sama@dynegy.com, sstewart@transenergy.com, +stathis@athena.bus.utexas.edu, tmurphy@ect.enron.com, wchi@dynegy.com, +wjs@thorpecorp.com, wskemble@shellus.com, xxenergy@ix.netcom.com, Sunil +Dalal/Corp/Enron@ENRON, Naveen Andrews/Corp/Enron@ENRON, Vladimir +Gorny/HOU/ECT@ECT, Erik Simpson/HOU/ECT@ECT, meriwether.l.anderson@fpc.com, +Murdocwk@bp.com, kschroeder@kpmg.com, glen_sweetnam@reliantenergy.com, +Cassandra Schultz/NA/Enron@Enron, cjcramer@duke-energy.com, +llbloom@alum.mit.edu, yannie_chen@oxy.com, Chowdrya@kochind.com, +djones2347@aol.com, Vince J Kaminski/HOU/ECT@ECT, hoffmanm@kochind.com, +Bharat Khanna/NA/Enron@Enron, David Port/Market Risk/Corp/Enron@ENRON, Rudi +Zipter/HOU/ECT@ECT +cc: + +Subject: Greetings from GARP + + +GREETINGS FROM GARP! WE ARE HAVING THE NEXT MEETING JANUARY 30th AT ENRON. +TIME 6:30PM UNTIL 8:30PM + +Vince Kaminski will lead a discussion regarding volatility in the energy +markets. + +Please RSVP to Rita Hennessy. Her email address is rita.hennessy@enron.com + + + + + + + + + + +" +"arnold-j/all_documents/1046.","Message-ID: <16187132.1075857614386.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 07:36:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +I just spoke to a guy named Neil Hanover. He is a fund trader for a company +in London. He asked the head EOL marketer to give him a call about setting +him up on the system. Can you help? +his number is 011 44 207 397 0840 + +john" +"arnold-j/all_documents/1047.","Message-ID: <31352678.1075857614408.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 02:57:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: FLU Vaccinations +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please remind me + + + + +Ina Rangel +12/18/2000 10:25 AM +To: Matthew Lenhart/HOU/ECT@ECT, Kenneth Shulklapper/HOU/ECT@ECT, Jay +Reitmeyer/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Randall L +Gay/HOU/ECT@ECT, Patti Sullivan/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, +Monique Sanchez/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike +Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, +Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Dutch +Quigley/HOU/ECT@ECT +cc: +Subject: FLU Vaccinations + +The nurse from the health center will be here on Tuesday, December 19, 2000 +to give flu vaccinations to anyone interested. + + EB3269 + 3:00 PM - 4:00 PM + Tuesday, 12/19/2000 + Cost: - free for Enron employees and $10 for contract employess. + + + +" +"arnold-j/all_documents/1048.","Message-ID: <5673706.1075857614430.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 05:17:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: O COME ALL YE FABULOUS! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just called they're on vacation for two weeks.......that sucks + + + + +""Jennifer White"" on 12/15/2000 12:46:59 PM +To: John.Arnold@enron.com +cc: +Subject: Re: O COME ALL YE FABULOUS! + + +OK, you don't have to twist my arm. + +5 more hours... I can't wait! +Jen + +---- John.Arnold@enron.com wrote: +> +> hey: +> any interest in seeing cirque du soleil saturday? +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/1049.","Message-ID: <29850443.1075857614451.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 03:33:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: O COME ALL YE FABULOUS! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +any interest in seeing cirque du soleil saturday?" +"arnold-j/all_documents/105.","Message-ID: <17381877.1075849626614.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 09:33:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: Plastics & Petrohemicals - Universal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +I just spoke with Lee Jackson, Enron Plastics and Petrochemicals, in regard +to Universal Studios. He did not feel Universal's plastic spend would be in +the range their group would consider for a prospect. Lee said their main +clients are chemical companies/producers. He mentioned a typical usage would +be 1 Billion Lbs/yr in polymers and 5-10 MM Lbs/year in polymers large +users. + +I also briefly mentioned EP&P possibly coming to do an overview training for +us. I mentioned this to Sarah-Joy and she said she would schedule something +through Alan Engberg beginning next year. + +Colleen + + +" +"arnold-j/all_documents/106.","Message-ID: <12323196.1075849626636.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 09:39:00 -0800 (PST) +From: jeff.youngflesh@enron.com +Subject: Lexmark Document/Workflow mgmt intro +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Lexmark Solution Services intro to GSS BD. Gabrielle Herring, District +Services Manager, her 1st line, and possibly John Niegos (Lexmark rep +covering Enron) are interested in establishing themselves w/GSS Bus Dev, in +anticipation of competing for future opportunity. + +Restaurant TBD, hard stop @ 1:00pm. GSS BD attendees possible: J. Medcalf, +C. Koenig, (and maybe) J. Youngflesh" +"arnold-j/all_documents/107.","Message-ID: <18002277.1075849626661.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 11:46:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: RE: EES contact on the PCC Ball Valves deal +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer: + +I talked with John will and he doesn't know what PCC has done with EES. So= +,=20 +I'll wait to hear back from Peter Eichler once he does some investigations= +=20 +into his own company and gets the answer back to us. + +Sarah-Joy +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/13/2000= +=20 +07:45 PM --------------------------- + + +""Peter Eichler"" on 12/13/2000 06:00:29 PM +Please respond to +To: , +cc: ""ENRON John Will"" , =20 + +Subject: RE: EES contact on the PCC Ball Valves deal + +Sarah-Joy... +I just picked up your voice mail... + +I am forwarding Byron Gaddis's e-mail in response to your question of who +PCC is working with at EES. + +Let me stress that I am not working with anyone other than John (and now +hopefully you) at Enron to get PCC Ball Valves approved for international +use at Enron. + +I am providing Byron Gaddis' e-mail address as he is in Portland at Corp HQ= +, +and is familiar with the issue. He may be able to provide a name for you at +EES that PCC is working to conclude an agreement on energy....note that the +activity is covered under a Conf Agreement to protect PCC and its data. In +addition, Byron was curious about your possible need for blades and the +mechanism you go through to acquire them. + +As for me... we would like you to fall in love with our world class ball +valves from PCC Ball Valves (hence putting them on the approved supplier +list) AND also love our Emergency Shutdown Systems for pipelines by our +Barber Industries (again, feeling so smitten that they find their way onto +your approved list)... John has the information packages on both companies +and product lines... + +For me... signing off from Milan Italy...where I have been living and +breathing these ball valves this week. Shipments of 40"" and 48"" units going +to Transgaz on a Romanian/ Russian pipeline as well as 36"" units for a +Turkish pipeline are going out.... + +Pete + +-----Original Message----- +From: Peter Eichler [mailto:peichler@pccflow.com] +Sent: Wednesday, December 13, 2000 12:16 PM +To: Sarah-Joy.Hunter@enron.com +Cc: ENRON John Will; PCC Ball Valves Aldo Bargeri (SMgr); PCC Ball +Valves Roberto Bartolena +Subject: RE: EES contact on the PCC Ball Valves deal + + +Sarah-Joy.... + +The only person I have been working on in Enron about Ball Valves is John +Will. + +For Enron to come to PCC Ball Valves outside Milan Italy for a quality audi= +t +(as proposed by John), the correct people to contact are: + +Roberto Bartolena - Managing Director Phone number 39-02-9379-9127 e-mail +robart@pccbv.it + +Aldo Bargeri - Sales Mgr Phone number same as above... e-mail +abargeri@pccbv.it + +I look forward to PCC BV becoming an approved supplier for your +international work.... + +Pete +-----Original Message----- +From: Sarah-Joy.Hunter@enron.com [mailto:Sarah-Joy.Hunter@enron.com] +Sent: Wednesday, December 13, 2000 7:53 AM +To: peichler@pccflow.com +Subject: Re: EES contact on the PCC Ball Valves deal + + +Pete: + +I work with John Will in Enron Corporation, Global Strategic Sourcing. He +asked me to follow up with you regarding WHO you have been working with in +EES on the PCC Ball Valves deal. Thanks for letting me know! + +Sarah-Joy +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/13/2000 +07:49 AM --------------------------- + +From: John Will on 12/12/2000 08:29 PM + +To: Sarah-Joy Hunter/NA/Enron@Enron +cc: + +Subject: Re: Update (Document link: Sarah-Joy Hunter) + +Pete's number is: 281 775 1694 +Thanks! +jw + + + + + + Sarah-Joy + Hunter To: John Will/NA/Enron@ENRON + cc: + 12/12/2000 Subject: Update + 06:58 AM + + + + + +J + + ""Peter + Eichler"" To: ""ENRON John Will"" + + Subject: Update + + 12/11/00 + 01:23 PM + Please + respond to + peichler + + + + + + + +John.... + +Since we last met, a letter of Intent has been signed by PCC with EES +(Enron Energy Services).... + +I have heard that our=01;Byron Gaddis was trying to reach you=01; about an= +y +ideas you might have for large structural parts (remember out titanium +casting capability for jet engine turbine blades as well as generator +turbine blades).... + +In any case... we definitely want to make sure PCC Ball Valves is your +INTERNATIONAL (non-USA) Project ball valve supplier for gas pipelines... +How are we doing to get that distinction? + +Pete + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/108.","Message-ID: <3964476.1075849626739.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 23:14:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: john.will@enron.com +Subject: December 13 Update - Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: John Will +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thanks, John. If I'm in when the conference call (subsequent to the internal +Fedex meeting) is held, I'd like to join you. Either way, look forward to +staying in the loop. + +Appreciate it. + +Sarah-Joy + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/14/2000 +07:13 AM --------------------------- +From: John Will on 12/14/2000 07:11 AM +To: Sarah-Joy Hunter/NA/Enron@Enron +cc: + +Subject: December 13 Update - Enron + +fyi +jw + +----- Forwarded by John Will/NA/Enron on 12/14/2000 07:10 AM ----- + + Carmen Perez + 12/13/2000 07:44 PM + + To: john.will@enron.com + cc: clint.beard@fedex.com + Subject: December 13 Update - Enron + + +As of today, Richard Roberts, FedEx Senior Attorney, notified me of the +following: + +Billy Mike Golden, Managing Director of Field Facility Management, +received a call from John Patillo. Mr. Golden was in the process of +returning his call at approximately 2:15 p.m. Depending on what the +two discussed will determine if FedEx needs to hold a conference call to +discuss this further. + +If a conference call is needed, it will occur as soon as possible. The +attendees will be FedEx employees. They are as follows: + +Carmen Perez, Corporate Account Executive +Billy M. Golden +Gary Stoops, Managing Director of Supply Chain Management +Richard Roberts + +After FedEx holds the conference call, it will be determined if FedEx +commercial and legal needs to meet with Enron commercial and legal. + +I understand if resolution does not take place prior to December 31, +2000 FedEx may not be Enron's carrier. + +Regards, + +Carmen Perez + + + + + + +" +"arnold-j/all_documents/109.","Message-ID: <25413773.1075849626762.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 23:15:00 -0800 (PST) +From: matt.harris@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Cross-sell opportunity +Cc: dorothy.woster@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dorothy.woster@enron.com +X-From: Matt Harris +X-To: Jennifer Medcalf +X-cc: Dorothy Woster +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Great. + +Thank you for the heads up. + +DW - can you please take a look at these guys and find some background info. + +MH + + + + Jennifer Medcalf@ENRON + 12/13/00 02:37 PM + + To: Matt Harris/Enron Communications@Enron Communications + cc: + Subject: Cross-sell opportunity + +Matt, +I have spoken with Mark who is part of the GSS organization and we are going +to pursue this after the first of the year. Mark has a relationship with the +President of Requisite and we will be having a meeting with him to discuss +opportunity. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 +----- Forwarded by Jennifer Medcalf/NA/Enron on 12/13/2000 04:36 PM ----- + + Mark Hudgens + 12/13/2000 12:36 PM + + To: Jennifer Medcalf/NA/Enron@Enron + cc: John Gillespie/Corp/Enron@ENRON + Subject: Cross-sell opportunity + +We signed a contract with Requisite Technology (http://www.requisite.com) +Monday night to provide electronic cataloging tools for our SAP system +(they're replacing the i2Technologies products currently in place. + +Requisite hosts catalogs for many major companies and digital marketplaces. +They have offices in Westminster, CO and Toronto. John and I discussed the +opportunities Tuesday, and there may be one with EBS. EES is probably less +likely, but it may be worth the investigation. + +I know the VP of Sales, North America, so let me know if you're interested in +pursuing, and when. + +Thanks. + +Mark Hudgens +Enron Global Strategic Sourcing +Director, eCommerce Content Development +713-345-6544 +713-569-7401 (cellular) +mark.hudgens@enron.com + +" +"arnold-j/all_documents/11.","Message-ID: <31039586.1075849624230.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 02:01:00 -0800 (PST) +From: tracy.ramsey@enron.com +To: colleen.koenig@enron.com +Subject: Active International - Action Items +Cc: carrie.blaskowski@enron.com, jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: carrie.blaskowski@enron.com, jennifer.stewart@enron.com +X-From: Tracy Ramsey +X-To: Colleen Koenig +X-cc: Carrie Blaskowski, Jennifer Stewart +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +ACTION ITEMS: +(1) Include additional EES and Enron Corp conferences where trade credits +may be applicable. Identify cash spend estimates for existing and new +spend categories. Assigned: Tracy Ramsey, Carrie Blaskowski and Janelle +Daniel. Date: by 12/7 + +Cash Spend Estimates - Meeting Spend: +Meeting planning represents 20% additional T&E costs +Enron has spent approximately $10M on meetings to date in 2000 +At least one Enron meeting is held offsite every workday of the year + +EES T&E Spend Jan - Aug = 2.9M (Estimated Meeting Planning Spend $580,000) +Corp T&E Spend Jan - Aug = 3.2M (Estimated Meeting Planning Spend $640,000) + +Note: Estimates include food & beverages, golf, spa, etc. + +Please let me know ifyou have any questions. + +Tracy x68311" +"arnold-j/all_documents/110.","Message-ID: <14926222.1075849626786.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 04:55:00 -0800 (PST) +From: james.wininger@enron.com +To: jennifer.medcalf@enron.com +Subject: Brown bag thank you +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: James Wininger +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Dear Jennifer, + +Thank you for hosting a brown bag lunch session yesterday; your presentation +was very informative and I believe it led to greater understanding of +Business Development within GSS. On a personal level, I was very interested +in your Continental deal and would like to read a white paper or postmortems +analysis of the deal after it closes. + +I also thank you for taking an active role in this mornings' brown bag, I +felt like it lent additional credibility to Experience Enron and answered the +inevitable ""what's in it for me"" questions. + +Sincerely, +Jim Wininger" +"arnold-j/all_documents/111.","Message-ID: <12092769.1075849626808.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 04:58:00 -0800 (PST) +From: jerome_alder@dell.com +To: jennifer.medcalf@enron.com +Subject: Dell online order +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jerome_Alder@Dell.com +X-To: jennifer.medcalf@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +> +> +> DELL & ENRON ClickAtHome ORDER CONFIRMATION +> +> Thank you for your Enron ClickAtHome order! Please read and retain this +> e-mail for your records. It contains important information relating to +> your order that should be used in any future communications with Dell. +> +> Your Dell customer number is: 12213206 +> +> Your order number is: 483017901 +> +> Your total ""Out of Pocket"" amount: $565.96 +> The total ""Out of Pocket"" amount includes upgrade costs, shipping and +> taxes. +> +> +> Your Online Sales Point of Contact: +> We are here to assist you with your order if needed. Our office hours are +> Monday- Friday, 8am-7pm Central Standard Time. You can reach our office +> by calling 1-866-220-3355 or through e-mail at: +> US_EPP_Clickathome@dell.com . +> +> Estimated Ship Date: +> We estimate that your order should be shipped on or before 12/29/00. +> Although we do not anticipate a delay in your order, we cannot guarantee +> the shipping date as we occasionally run into unexpected delays in +> manufacturing. Your order is being shipped to you under Dell's terms and +> conditions of sale found at: www.dell.com . +> +> Total Satisfaction Policy: +> If you wish to cancel your order for any reason within 30 days, we'll +> refund amounts paid by you, minus shipping costs, no questions asked. You +> are responsible for the cost of shipping your system back to us. +> +> How to Check Order Status: +> If you would like to check the status of your order, please call Dell's +> automated order status inquiry system at: 1-800-433-9014, or visit Dell's +> Order Status Page at: . +> +> +> You can also register to have Dell e-mail you when your order is shipped, +> by going to: +> . +> +> How to reach a Technical Support Representative: +> Once you have received your equipment, if you need to contact a Dell +> technical support representative, please call 1-866-220-3355, option 3. +> You will be asked to give your ""Service Tag Number"". The ""Service Tag +> Number"" is a five digit alphanumeric number written on the white bar code +> label on the back of the system. Please have this number ready before you +> contact the technical support representative. +> +> +> Thank you for participating in the Dell/ Enron ClickAtHome program. It is +> my pleasure to work with you. +> +> Sincerely, +> +> +> +> Jerome Alder +> Dell Sales Rep. +> EPP +> 1-800-695-8133 +> Ext. 49761 +> Email:Jerome_Alder@Dell.com +> +> " +"arnold-j/all_documents/112.","Message-ID: <3978780.1075849626831.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 05:22:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: UPDATE - Attendees for brown bags (12/13-12/14) +Cc: james.wininger@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: james.wininger@enron.com +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: James Wininger +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +I just noticed I missed Jim, who was, of course, in attendance. +----- Forwarded by Colleen Koenig/NA/Enron on 12/14/2000 01:20 PM ----- + + Colleen Koenig + 12/14/2000 01:19 PM + + To: Jennifer Medcalf/NA/Enron@Enron + cc: James Wininger/NA/Enron@Enron + Subject: Attendees for brown bags (12/13-12/14) + +12/13 - GSS BD Brown Bag +(Jennifer Medcalf) +Jim Wininger +Diane Eckels +Dan Coleman +Bob Johansen +Jim Durbin (EES Capital Corp) +Mark Hudgens +John Gillespie +Norm Stevens +Jim Ischy +Jerry Thomas +Colleen Koenig +Calvin Eakins +Cathy Riley +Karina Prizont +Tom Moore +Sarah-Joy Hunter +Raul Davila +Lisa Honey +Jody Clement +Jeff Yougflesh + +12-14 - Experience Enron +(Carrie Robert) +Jeff Youngflesh +Cathy Riley +Lisa Honey +Jim Wininger +Colleen Koenig +Karina Prizont +Mike Frost +Jody Clement +Ron Smith +David Rinehardt +Jennifer Medcalf +Cheri Sublet +Rick Perkins +Randy Lagrimmi +Norm Stevens +" +"arnold-j/all_documents/113.","Message-ID: <30937188.1075849626853.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 05:26:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: $85K allocation - processed (FYI) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +I just checked with Carolyn on your invoicing for the conference. She +verified the 85K was processed. +Colleen" +"arnold-j/all_documents/114.","Message-ID: <1855654.1075849626879.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 05:53:00 -0800 (PST) +From: karina.prizont@enron.com +To: john.gillespie@enron.com, derryl.cleaveland@enron.com, + robert.johansen@enron.com, calvin.eakins@enron.com, + kelly.higgason@enron.com, drew.ries@enron.com, trang.dinh@enron.com, + jennifer.medcalf@enron.com, george.wasaff@enron.com +Subject: Meeting Minutes - FINAL - 12/11/00 +Cc: kayla.heitmeyer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: kayla.heitmeyer@enron.com +X-From: Karina Prizont +X-To: John Gillespie, Derryl Cleaveland, Robert Johansen, Calvin Eakins, Kelly Noel Higgason, Drew Ries, Trang Dinh, Jennifer Medcalf, George Wasaff +X-cc: Kayla Heitmeyer +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Not attending: Drew Ries, Bob Johansen, Trang Dinh + +George Wasaff +Kelly Higgason accepted a position to work for EES effective Jan. 1. Looking +for a new Asst. Gral. Counsel. +Kim Rizzi validated her resignation last week. For HR needs we will make +contact with Dave Schafer's office. +Ken Smith left the company last week to pursue new opportunities. John to +circulate memo. Position open in Platforms & Processes. +Staffing. Juanita Andrade was the candidate selected for the Sr. Admin. +Asst. position. Leticia Flores to be considered for upgrade in Zhang's group. +People Plan. Meeting today at 10.30 AM with Bob Reimer and Don Miller. +KGW will be off the rest of the year. Derryl to lead next Monday's meeting. +New floor tech. For assistance, call the Resolution Center at 3-1411. + +Derryl Cleaveland +Cynthia Barrows asked Bruce to contact auto makers for options on hybrid +automobiles. +DealBench. e-Commerce conference for construction services will be held this +week. Background on infrastructure GSS can provide needed. John Will to +contact each team to get input. Looking to use DealBench on Nuovo Pignone +Phase V units. Phil Foster in Italy meeting with transport cos. +FreeMarkets. Glen Meaken has started discussions with KGW. +Sonoco. Craig and EES to engage Enron on products Sonoco offers to assist on +improving their operations. Also looking for assistance to improve their +procurement strategy. +Nepco. Opportunities continue. Will meet with Greg again this week. Nepco +Europe willing to help as well. +Analysts revised savings methodology. Met with Rick Buy's group to +incorporate what they use on origination projects. Will also take a look at +a course for analysts on how to look and analyze new deals. +Outlook migration scheduled for Dec. 18 and 19. Notes will need to be +cleaned up. + +John Gillespie +iBuyIt. ETS and Steve Kean's organization (HR, Communications, Govmt. +Affairs, NA) will try it. Will contact Steve to get point person. Active +fronts: EBS, EES, and Global IT. +Andersen Consulting Off Site Re: e-Commerce postponed until after the +holidays. +Peregrine. Will talk with KGW off line. + +Kelly Higgason +Kathy Clark starts today. +Finalized agreements with Corestaff and GE Capital. +Trying to close on Citibank and Cooper Cameron. +Derryl to take a look at Contract Administration on how to manage the area. + +Calvin Eakins +Cathy Riley contacted prime suppliers on 2nd tier. +Progress on mentoring plan. Formed committee. Talked with Tony last week. +Meeting with him and Beth this week Re: Branding and Mentoring Program. +Diversity Task Force. Number one issue on survey is the need to do a better +job on promoting and hiring and retention of women and minorities. If anyone +would like to view the 2000 Diversity Survey results, please stop by Calvin's +office. Diversity Task Force will be merged into the Vision & Values Task +Force. + +Jennifer Medcalf +Will prepare a trip report on trip to Europe. Met with Brian Stanley Re: +Bringing in some of their spend, John Sheriff (asked for periodic e-mail with +update), EBS (will set up conference calls), Shirley McCain Re: Cellular, +Beth Apollo (coming back to the US), Etol. +EBS. Re: BMC, will contact Brad. +Sony Electronics. Final negotiation of confidentiality agreement Re: Energy +consumption. +Compaq. Meeting scheduled. +SAP. Commerce 1 and them had conference call. Nothing for EBS at this point. +Sam Kemp. There might be an opportunity for him to move into GSS or have a +GSS representation in Europe." +"arnold-j/all_documents/115.","Message-ID: <15923908.1075849626902.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 09:01:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: FW: BMC DEAL --- UPDATE --- from Net Works (J Rub) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +I spoke w/Jenny Rub about almost every BMC/EBS issue, except for this one. I +did not know about the issue which Bruce Smith has sent (blue text, below) to +Jenny and Bob McAuliffe. When I spoke w/Jenny, I was unaware of BMC's +retraction. It is new news to me, and at the very least, doesn't seem very +""customer-focused"" on BMC's part. I certainly agree w/Bruce's statement to +the effect that BMC needs to meet w/Philippe about their pricing! + +JKY + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/14/2000 04:39 PM ----- + + Jenny Rub + 12/14/2000 04:21 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: FW: BMC DEAL --- UPDATE + + +----- Forwarded by Jenny Rub/Corp/Enron on 12/14/2000 04:21 PM ----- + + Bruce Smith/ENRON@enronXgate + 12/14/2000 02:50 PM + + To: Bob McAuliffe/ENRON@enronXgate, Jenny Rub/Corp/Enron@Enron + cc: + Subject: FW: BMC DEAL --- UPDATE + +Not that it matters but wanted you to know: +BMC rep left message recanting the fact that we would still have the 45 % +discount if SAP modules were purchased at some other time. He states now +that if not purchased now the discount would only be 10-20 % range at a later +date. + + +Bruce + + -----Original Message----- +From: Smith, Bruce +Sent: Wednesday, December 13, 2000 8:35 PM +To: McAuliffe, Bob; Rub, Jenny +Cc: Robinson, Larry +Subject: BMC DEAL +Importance: High + +Jenny/Bob + +Per the BMC deal, here is where we are with Batch Processing: + +TidalSoft, Sysadmiral +Approx. 90 k ( current quote covers us and GPG and does not include SAP ) +We have added a couple of pieces to this and it could bring the cost to 125 k +worst case. This quote covers consulting and maintenance. They are trying +very hard to get a deal done this year and we could probably get our +additional components at the current quote price if we signed. + +BMC, Control -M +Approx. 325 k This is after we remove the SAP modules and components from +the quote. Quote that was sent over from Jeff Youngflesh (Enron GSS) was for +a total of 628 k + +Hardware for either product is approx. 300 k. + +We have conferred with the SAP team and they are not desperate for us to take +over their scheduling but think it is a good idea to include them in our long +term strategy. They actually do not recommend either of these product's SAP +modules and mentioned a third party product (Autosys) that has connectors +into BMC. We are not sure at this point about a connector into TidalSoft +(Larry if you have info on this please comment). + +Larry's and his team have eval'd both products and although they are leaning +towards Sysadmiral they are satisfied that both products are acceptable. You +guys make the call as to whether the additional 200 k is worth the weight it +will lend to the EBS/BMC deal. FYI - BMC rep said that we still get 45% +discount if we cut the SAP modules. BMC needs to sit down with PB and learn +how over priced their products are ! + +Let me know what you think. If we go TidalSoft I need to push this through +or be advised to let it go till the New Year. + +Thanks +Bruce + + +***** +Also in Quote sent over from Youngflesh : +BMC, Control SA +1.3 M NOT EVALUATED AT THIS TIME - Is a candidate for future +consideration for the Security Admin space but not enough info to speculate +as to whether to try and leverage current deal with EBS. I guess they put +this quote together from info they received from Henry Moreno + + + +" +"arnold-j/all_documents/1157.","Message-ID: <25815211.1075857616816.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Recruiting Expenses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/14/2000 05:25 +PM --------------------------- + + + + From: Beth Miertschin 10/05/2000 10:41 AM + + +To: Purvi Patel/HOU/ECT@ECT, Sheetal Patel/HOU/ECT@ECT, Beau +Ratliff/HOU/EES@EES, Jennifer Reside/HOU/ECT@ECT, Justin Rostant/HOU/ECT@ECT, +Sarah Shimeall/HOU/EES@EES, Cindi To/HOU/EES@EES, Otis +Wathington/HOU/EES@EES, Wes Colwell/HOU/ECT@ECT, Peter Bennett/Enron +Communications@Enron Communications, Bob Butts/GPGFIN/Enron@ENRON, Jeffrey E +Sommers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Edward Coats/Corp/Enron@ENRON, +Kevin M Presto/HOU/ECT@ECT, Sheri Thomas/HOU/ECT@ECT, Mark Wilson/Enron +Communications@Enron Communications, Lisa B Cousino/HOU/ECT@ECT, Faith +Killen/HOU/ECT@ECT, Gary Peng/GPGFIN/Enron@ENRON, Stephen +Schwarzbach/Corp/Enron@Enron, Jefferson D Sorenson/HOU/ECT@ECT, Julie +Goodfriend/Corp/Enron@ENRON, Molly LaFuze/Enron Communications@Enron +Communications, Khristina Griffin/NA/Enron@Enron, Ching Lun/HOU/EES@EES, +Chris Ochoa/NA/Enron@Enron, Heather Alon/HOU/ECT@ECT, Harry +Bucalo/HOU/ECT@ECT, Timothy Coffing/HOU/EES@EES, Colleen +Koenig/NA/Enron@Enron, Michael Kolman/HOU/ECT@ECT, Simone La +Rose/HOU/ECT@ECT, Mark Mixon/NA/Enron@Enron, Paula Rieker/Corp/Enron@ENRON, +Dan Boyle/Corp/Enron@Enron, Edward Coats/Corp/Enron@ENRON, Billy +Lemmons/Corp/Enron@ENRON, Kathy M Lynn/Corp/Enron@Enron, James +Coffey/ENRON@Gateway, Larry Fenstad/OTS/Enron@ENRON, Ryan +Siurek/Corp/Enron@ENRON, Scott Vonderheide/Corp/Enron@ENRON, Ron +Coker/Corp/Enron@Enron, Kevin D Jordan/Corp/Enron@ENRON, Gary +Peng/GPGFIN/Enron@ENRON, Tracey Tripp/Corp/Enron@ENRON, Dixie +Riddle/Corp/Enron@ENRON, Wanda Curry/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, +Georgeanne Hodges/HOU/ECT@ECT, Tommy J Yanowski/HOU/ECT@ECT, Ted C +Bland/HOU/ECT@ECT, Shirley A Hudler/HOU/ECT@ECT, Edith Cross/HOU/ECT@ECT, +Mark Friedman/HOU/ECT@ECT, Carrie Slagle/HOU/ECT@ect, Brandon +Wax/HOU/ECT@ECT, David Oliver/LON/ECT@ECT, John Alvar/HOU/ECT@ECT, Meredith M +Eggleston/HOU/EES@EES, Gayle W Muench/HOU/EES@EES, Patricia A +Lee/HOU/EES@EES, Christina Barthel/HOU/EES@EES, Dara M Flinn/HOU/EES@EES, +Holly Mertins/HOU/EES@EES, Travis Andrews/HOU/EES@EES, Jonathan +Anderson/HOU/EES@EES, Jonathan Anderson/HOU/EES@EES, Tom Baldwin/HOU/EES@EES, +Justin Day/HOU/EES@EES, Michael Krautz/Enron Communications@Enron +Communications, Shelly Friesenhahn/Enron Communications@Enron Communications, +Todd Neugebauer/Enron Communications@Enron Communications, Steven +Batchelder/Enron Communications@Enron Communications, Bucky +Dusek/HOU/EES@EES, Niclas Egmar/HOU/EES@EES, Brad Mauritzen/HOU/EES@EES, +Clifford Nash/HOU/EES@EES, Sara Weaver/HOU/EES@EES, Kyle Etter/HOU/ECT@ECT, +Nick Hiemstra/HOU/ECT@ECT, Heather A Johnson/HOU/ECT@ECT, Binh +Pham/HOU/ECT@ECT, Stanton Ray/HOU/ECT@ECT, Jason R Wiesepape/HOU/ECT@ECT, +Erin Willis/HOU/ECT@ECT, Christa Winfrey/HOU/ECT@ECT, Michelle +Zhang/HOU/ECT@ECT, Dan Feather/SA/Enron@Enron, Ryan Hinze/Corp/Enron@ENRON, +Michael Olsen/NA/Enron@Enron, Ryan Taylor/NA/Enron@Enron, John +Weakly/Corp/Enron@ENRON, Amy Lehnert/Enron Communications@Enron +Communications, Reagan Mathews/Enron Communications@Enron Communications, +Lisa Gillette/HOU/ECT@ECT, Rob Brown/NA/Enron@Enron, Bill +Gathmann/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Donald M- ECT Origination +Black/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Peter Ramgolam/LON/ECT@ECT, +Paul Choi/SF/ECT@ECT, Ron Baker/Corp/Enron@ENRON, Di Mu/Enron +Communications@Enron Communications, Will Chen/Enron Communications@Enron +Communications, Ted Huang/Enron Communications@Enron Communications, Eric +Mason/Enron Communications@Enron Communications, Lena Zhu/Enron +Communications@Enron Communications, Shahid Shah/NA/Enron@Enron, Ravi +Mujumdar/NA/Enron@Enron, David Junus/HOU/EES@EES, Paul Tan/NA/Enron@Enron, +Kristin Quinn/NA/Enron@Enron, Bryan Burnett/HOU/ECT@ECT, Michael W +Bradley/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Thomas A +Martin/HOU/ECT@ECT, Adam Gross/HOU/ECT@ECT, Margaret +Rhee/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Gerardo Benitez/Corp/Enron@Enron, +Hector Campos/HOU/ECT@ECT, Robert Fuller/HOU/ECT@ECT, Dayem +Khandker/NA/Enron@Enron, Sarah Mulholland/HOU/ECT@ECT, Jeffrey +Snyder/Corp/Enron@Enron, Gabriel Chavez/NA/Enron@Enron, Reza +Rezaeian/Corp/Enron@ENRON, Jennifer Fraser/HOU/ECT@ECT, Ozzie +Pagan/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Jeffrey McMahon/HOU/ECT@ECT, +John Arnold/HOU/ECT@ECT, Cheryl Lipshutz/HOU/ECT@ECT, Steve +Venturatos/HOU/ECT@ECT, Michelle Juden/HOU/EES@EES, Christine +Straatmann/HOU/EES@EES, Nicole Alvino/HOU/ECT@ECT, Ashley Dietz/Enron +Communications@Enron Communications, Russell T Kelley/HOU/ECT@ECT, Katie +Stowers/HOU/ECT@ECT, Jason Thompkins/Enron Communications@Enron +Communications, Justyn Thompson/Corp/Enron@Enron, Jodi Thrasher/HOU/EES@EES, +Kim Womack/Enron Communications@Enron Communications, James +Wininger/NA/Enron@Enron, Brian Steinbrueck/AA/Corp/Enron@Enron, Jeffery +Ader/HOU/ECT@ECT, Andy Zipper/Corp/Enron@Enron, Barry +Schnapper/Corp/Enron@Enron, Brian Hoskins/Enron Communications@Enron +Communications, Barry Schnapper/Corp/Enron@Enron +cc: +Subject: Recruiting Expenses + +Below are the instructions and cover sheet for your expense reports and the +form that you need to use for your expenses. Please be sure to follow all of +the instuctions or your report will be sent back to you and your payment +delayed. + +You do not need to code anything! Everything is coded down here so you do +not have to know any numbers except your social security number and your +phone number. Also, tape your receipts to a blank sheet of paper on ALL 4 +SIDES. If you have any questions you can call me at 3-0322. + +FYI - Milage is reimbursed at .325 cents to the mile. +Thank you!! + + +" +"arnold-j/all_documents/116.","Message-ID: <2972773.1075849626926.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 07:34:00 -0800 (PST) +From: dorothy.woster@enron.com +To: matt.harris@enron.com +Subject: Re: Cross-sell opportunity +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Dorothy Woster +X-To: Matt Harris +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +See attached. In September 2000, Requisite filed for a $92 M IPO. +Requisite hosts content for some customers in Denver, but the majority of its +revenues are from licenses and contracts with SAP. Based on negative net +income for the past few years, I am sure that credit would take a big margin +for these guys. I was not able to find anything that mentioned who +Requisite's network provider is. + +Please let me know if you would like more info. + + + +Dorothy Woster +Enron Broadband Services +tel: (503) 886-0364 +cell: (503) 780-9904 + + + + Matt Harris + 12/14/00 07:15 AM + + To: Jennifer Medcalf/NA/Enron@ENRON + cc: Dorothy Woster/Enron Communications@Enron Communications + Subject: Re: Cross-sell opportunity + +Great. + +Thank you for the heads up. + +DW - can you please take a look at these guys and find some background info. + +MH + + + + Jennifer Medcalf@ENRON + 12/13/00 02:37 PM + + To: Matt Harris/Enron Communications@Enron Communications + cc: + Subject: Cross-sell opportunity + +Matt, +I have spoken with Mark who is part of the GSS organization and we are going +to pursue this after the first of the year. Mark has a relationship with the +President of Requisite and we will be having a meeting with him to discuss +opportunity. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 +----- Forwarded by Jennifer Medcalf/NA/Enron on 12/13/2000 04:36 PM ----- + + Mark Hudgens + 12/13/2000 12:36 PM + + To: Jennifer Medcalf/NA/Enron@Enron + cc: John Gillespie/Corp/Enron@ENRON + Subject: Cross-sell opportunity + +We signed a contract with Requisite Technology (http://www.requisite.com) +Monday night to provide electronic cataloging tools for our SAP system +(they're replacing the i2Technologies products currently in place. + +Requisite hosts catalogs for many major companies and digital marketplaces. +They have offices in Westminster, CO and Toronto. John and I discussed the +opportunities Tuesday, and there may be one with EBS. EES is probably less +likely, but it may be worth the investigation. + +I know the VP of Sales, North America, so let me know if you're interested in +pursuing, and when. + +Thanks. + +Mark Hudgens +Enron Global Strategic Sourcing +Director, eCommerce Content Development +713-345-6544 +713-569-7401 (cellular) +mark.hudgens@enron.com + + + +" +"arnold-j/all_documents/117.","Message-ID: <860767.1075849626951.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 02:51:00 -0800 (PST) +From: matt.harris@enron.com +To: sarah-joy.hunter@enron.com +Subject: Re: HP -- confidential internal document +Cc: dale.clark@enron.com, jennifer.medcalf@enron.com, patrick.tucker@enron.com, + peter.goebel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dale.clark@enron.com, jennifer.medcalf@enron.com, patrick.tucker@enron.com, + peter.goebel@enron.com +X-From: Matt Harris +X-To: Sarah-Joy Hunter +X-cc: Dale Clark, Jennifer Medcalf, Patrick Tucker, Peter Goebel +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +This is an excellent update. Thanks for putting this together. + +Dale/Patrick - lets regroup on how we want to move this onward. Seems like +SJ's suggestion of our spending more time with Bill Dwyer is a good one. + +Thanks +Matt + + + + Sarah-Joy Hunter@ENRON + 12/12/00 02:42 PM + + To: Matt Harris/Enron Communications@Enron Communications + cc: Patrick Tucker/Enron Communications@Enron Communications, Peter +Goebel/NA/Enron@Enron, Dale Clark/Enron Communications@Enron Communications, +Jennifer Medcalf/NA/Enron@Enron + Subject: HP -- confidential internal document + +Matt: + +As GSS Business Development transitions the HP relationship for broadband to +your team, there are several issues I wanted to clarify in terms of how the +relationship has been developed and who the contacts have been to date. +Additionally, I outlined the discussion points/action items from this +morning's meeting you held with Jennifer Medcalf and myself. Per your +request, the HP presentation complete with a listing of HP's business +partners was e-mailed to you this morning. + +HP contacts to date: + +Bill Lovejoy, Western Gulf Area Sales Manager +Houston, TX +#(713)-439-5587 +(Gerry Cashiola's boss) + +Gerry Cashiola, sales representative +Houston, TX +#(713)-439-5555 +(To date, HP person coordinating the relationship--seeking a short term play) + +Greg Pyle, Solution Control Manager +Southeast Region +Austin, TX +(#(512)-257-5735 +(Pyle has been playing the business developer role but continues to defer +leadership of the process to Gerry Cashiola) + +Daniel Morgridge, Manager of Internet - E-Services long term alliances +Austin, TX +#(512)-257-5736 +(Interested in E-services/wireless longer term alliances) + +Bill Dwyer, Chief Architect, e-Services Solutions +Cupertino, CA +#(408)-447-5240 +(To date, clearly the most knowledgeable person on HP's business +propositions; strong technical, financial background to craft value +propositions. Gerry Cashiola and Greg Pyle deferred to his judgement in the +11/16th meeting) + +Matt, + +On November 10th, GSS Business Development took HP through a tour of Enron's +trading floor, the gas control center, and the peaking power plant unit +center on the trading floor. This tour was one meeting, amongst several, +held in October and November to provide HP a full overview of Enron's +products and services and introduce them to appropriate contacts at Enron +(EBS, GSS buy side -- Peter Goebel). + +On November 16th GSS Business Development, Patrick Tucker, and Dale Clark +outlined 3 possible EBS/HP focus areas -- connectivity, storage, and +wireless. Three EBS action items were defined in that meeting: + +1) HP was to provide an HP contact on connectivity (to date, Gerry Cashiola +has stalled on providing this). Sarah-Joy will continue to pursue this +information and get a sense from Gerry Cashiola of what he means by short +term opportunity. What is HP's time horizon for short term? + +2) EBS and GSS/BD was to facilitate a conference call on Storage with Ravi to +explore size and potential scope of opportunity (completed 12/8) + +3) GSS/BD was to facilitate a conference call with Peter Goebel, GSS IT +Sourcing Portfolio Leader (set for 12/14) + +In conversations with you, Jennifer Medcalf and myself this morning, several +decisions on forward-looking strategy with HP/EBS were confirmed: + + +Gerry Cashiola has been unable to take control of the process. More +importantly, despite numerous visits to Enron in which he has had overviews +of Enron's products and services; met with Peter Goebel and his team on the +GSS buy side, and participated in an Experience Enron tour, Gerry has been +unable to define an HP business proposition. The coordination between +Cashiola (short term initiative) Morgridge (long term, 12-24 months) has +remained unorganized. These initiatives need to be developed separately. + + +Clearly, the conversations with HP need to be elevated to a more senior +level so EBS can work with HP decision makers who can move the relationship +forward at a strategic level. As the relationship is developed at this +strategic level, shorter term opportunities will crop up along the way. But +Gerry's short term plans will not be the focus of the EBS/HP relationship, +rather a by-product. To facilitate this process of elevating the +relationship, Jennifer Medcalf and I are following up with Bill Lovejoy and +Greg Pyle. Lovejoy's boss is Dan Sytsma, VP of HP's America's Central +Region. + + In the conference call Thursday, 12/14 with Peter Goebel and HP regarding +wireless initiatives, Peter will support the GSS/BD push for the HP/EBS +initiative by reiterating the following two points: + + a) Enron is already an HP customer; the onus is on HP to move forward on +the process of building a strategic relationship (IBM and Lexmark are only +some of the HP competitors who could push them out of the running) + + b) HP's ability to bring the right people to the table will influence HP's +business relationship process with Enron + + Patrick Tucker and Dale Clark could build their relationship with Bill +Dwyer, Chief Architect e-Services Solutions, (met at the meeting 11/16) in +the near term. Perhaps, plan a visit to Cupertino, California to see Dwyer +in person. + + +We look forward to continuing close collaboration with your team on this and +other opportunities. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing - Business Development +#(713)-345-6541 + + + + + +" +"arnold-j/all_documents/118.","Message-ID: <4953672.1075849626975.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 08:56:00 -0800 (PST) +From: matt.harris@enron.com +To: dorothy.woster@enron.com +Subject: Re: Cross-sell opportunity +Cc: jennifer.medcalf@enron.com, mike.rabon@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, mike.rabon@enron.com +X-From: Matt Harris +X-To: Dorothy Woster +X-cc: Jennifer Medcalf, Mike Rabon +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thanks, + +They look like a startup S/W vendor so I'm not sure how big the opportunity +will be. + +Jennifer, can you please keep us in the loop as this progresses. + +Thanks +MH + + + + Dorothy Woster + 12/14/00 03:34 PM + + To: Matt Harris/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@ENRON + Subject: Re: Cross-sell opportunity + +See attached. In September 2000, Requisite filed for a $92 M IPO. +Requisite hosts content for some customers in Denver, but the majority of its +revenues are from licenses and contracts with SAP. Based on negative net +income for the past few years, I am sure that credit would take a big margin +for these guys. I was not able to find anything that mentioned who +Requisite's network provider is. + +Please let me know if you would like more info. + + + +Dorothy Woster +Enron Broadband Services +tel: (503) 886-0364 +cell: (503) 780-9904 + + + + Matt Harris + 12/14/00 07:15 AM + + To: Jennifer Medcalf/NA/Enron@ENRON + cc: Dorothy Woster/Enron Communications@Enron Communications + Subject: Re: Cross-sell opportunity + +Great. + +Thank you for the heads up. + +DW - can you please take a look at these guys and find some background info. + +MH + + + + Jennifer Medcalf@ENRON + 12/13/00 02:37 PM + + To: Matt Harris/Enron Communications@Enron Communications + cc: + Subject: Cross-sell opportunity + +Matt, +I have spoken with Mark who is part of the GSS organization and we are going +to pursue this after the first of the year. Mark has a relationship with the +President of Requisite and we will be having a meeting with him to discuss +opportunity. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 +----- Forwarded by Jennifer Medcalf/NA/Enron on 12/13/2000 04:36 PM ----- + + Mark Hudgens + 12/13/2000 12:36 PM + + To: Jennifer Medcalf/NA/Enron@Enron + cc: John Gillespie/Corp/Enron@ENRON + Subject: Cross-sell opportunity + +We signed a contract with Requisite Technology (http://www.requisite.com) +Monday night to provide electronic cataloging tools for our SAP system +(they're replacing the i2Technologies products currently in place. + +Requisite hosts catalogs for many major companies and digital marketplaces. +They have offices in Westminster, CO and Toronto. John and I discussed the +opportunities Tuesday, and there may be one with EBS. EES is probably less +likely, but it may be worth the investigation. + +I know the VP of Sales, North America, so let me know if you're interested in +pursuing, and when. + +Thanks. + +Mark Hudgens +Enron Global Strategic Sourcing +Director, eCommerce Content Development +713-345-6544 +713-569-7401 (cellular) +mark.hudgens@enron.com + + + + + +" +"arnold-j/all_documents/119.","Message-ID: <7826903.1075849627000.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 00:32:00 -0800 (PST) +From: jennifer.stewart@enron.com +To: jennifer.medcalf@enron.com +Subject: Confirmation for Order #3253472 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jennifer N Stewart +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Hope you are doing well! + +---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/15/2000 +08:33 AM --------------------------- + +12/13/2000 01:03 PM +Janet Warri +Janet Warri +Janet Warri +12/13/2000 01:03 PM +12/13/2000 01:03 PM +To: Jennifer N Stewart/NA/Enron@Enron +cc: + +Subject: Confirmation for Order #3253472 + +Hi there, + +Here are your anytime conf. call set-up numbers. + +Remember, you as the Host /Moderator should retain the Moderator's Code which +is 1998190. + +Janet Warri +Global Strategic Sourcing - Enron Corp. +Ph. (713) 345-6531 +E-mail Janet.Warri@enron.com +----- Forwarded by Janet Warri/NA/Enron on 12/13/2000 12:49 PM ----- + + Reservations Department + 12/07/2000 09:52 AM + + To: janet.warri@enron.com + cc: + Subject: Confirmation for Order #3253472 + +*** ENRON Corporation Confirmation for Order #3253472 *** +(This call is available 24 hours a day, 7 days a week) + + +Customer: Enron Global Strategic Sourcing +Host: Jennifer Medcalf + +The Host (or Moderator) will dial in on 1 (888) 689-5736, enter the +Passcode 6945190, and then enter the Moderator Code 1998190. + +Important: The call will not start until the Host joins the conference with +the Moderator Code. + +20 Participants will be dialing in on 1 (888) 689-5736 and using +Passcode 6945190. + +NOTE: Participants will be given 3 attempts to enter the correct Passcode. +In the event of 3 unsuccessful attempts, the Participant will be prompted to +contact the Host for correct dialing instructions. + +Alternate Dial-In: +International participants should dial: 1 (847) 944-7277 + +Moderator Conference Touch-Tone Commands: +1. Press *0 to speak privately with an operator. (Host and Participants) +2. Press 00 to request an operator to join the conference. (Host and +Participants) +3. Press *5 to mute all lines except the Moderator. (Host only) +4. Press #5 to unmute all lines. (Host only) +5. Press *6 to mute your line. (Host and Participants) +6. Press #6 to unmute your line. (Host and Participants) +7. Press *7 to lock the conference. (Host only) +8. Press #7 to unlock the conference. (Host only) +9. Press *8 to hear the number of participants in the conference. (Host +and Participants) +10.Press ** to play a list of available commands. (Host and Participants) + +------------------------------------------------------------------------------ +Jennifer Medcalf +1 (713) 345-6531 +------------------------------------------------------------------------------ +-- + +Please note that for security reasons, your passcode number is now +different than your confirmation number. + + +If there are any questions, comments, or changes regarding this or any other +conference call please call us at 1 (800) 766-1863 or FAX at 1 (847) 619-6111. +Please refer to confirmation #3253472. Thank You! + + + +This Email Confirmation was sent at 12/07/00 09:51 + + +" +"arnold-j/all_documents/12.","Message-ID: <11573618.1075849624253.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 07:56:00 -0800 (PST) +From: trey.comiskey@enron.com +To: jennifer.medcalf@enron.com +Subject: Agreement of Confidentiality +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Trey Comiskey +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Trey Comiskey/HOU/EES on 11/30/2000 03:55 +PM --------------------------- + + Enron Energy Services + + From: Trey Comiskey 11/28/2000 02:18 PM + Phone No: 713-853-6060 + + + + +To: kenneth.cooper@am.sony.com +cc: +Subject: Agreement of Confidentiality + +Ken - Thanks again for your time yesterday. Here is the C.A. per our +discussion. + +---------------------- Forwarded by Trey Comiskey/HOU/EES on 11/28/2000 02:14 +PM --------------------------- + + +Lori Pinder +11/01/2000 04:37 PM +To: sean.o'brien@am.sony.com +cc: Trey Comiskey/HOU/EES@EES, Bill Rapp/HOU/EES@EES +Subject: LEtter Agreement of Confidentiality + +Please see the attached confidentiality agreement sent at the request of Trey +Comiskey for your review, signature and faxing back to me at 713.853.0528. +Once signed by the appropriate party here, we will have a fully-signed copy +faxed to you for your records. Should you have questions or comments, please +Mr. Comiskey. Thank you. + + + + +" +"arnold-j/all_documents/120.","Message-ID: <13399260.1075849627028.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 22:01:00 -0800 (PST) +From: bob.jordan@compaq.com +To: jennifer.medcalf@enron.com, david.spurlin@compaq.com, jeff.gooden@compaq.com +Subject: Meeting and information +Cc: jerry.earle@compaq.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jerry.earle@compaq.com +X-From: ""Jordan, Bob"" +X-To: ""'Jennifer.Medcalf@enron.com'"" , ""Spurlin, David"" , ""Gooden, Jeff"" +X-cc: ""Earle, Jerry"" +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +Thanks for hosting the meeting yesterday. Sorry I had to leave but I had to +meet with Beth Pearlman. I believe there was a lot of good information +exchanged and that is why we ran so late. I certainly came away with a +different insight to Enron that I did not have before we met. + +Regarding the relationship between Compaq and Enron, I need to make some +things are very clear in our go forward strategy. + +At the end of the day, the account team (Dave Spurlin up through Jeff, +myself and Jerry) own the responsibility for the Enron relationship. If +corporate folks are making deals with Enron, we still have to manage the +account. Peter Blackmore is very clear about that. He was always preserved +the integrity of the account team as being responsible for the customer. +That is why we need to keep Dave focused and knowing what transactions are +taking place within Enron. He isn't the decision maker on deals like the +EBS one, but as you are well aware of, the EBS contract has impaired other +business opportunities within Enron. Dave's sole responsibility is Enron and +making sure that your needs are being met. He will direct and assist in +making sure that we have resolutions for situations that impact the +relationship with Enron. I need your help with all Enron organizations to +make sure that they use Dave as the focal point. If folks continue to go +around him, situations like EBS will continue. He has to have the total +picture of business transactions happening at Enron. He will understand how +those situations can impact the business at and for Enron. + +Secondly, attached is the information that I received regarding contracts +with Enron. Regarding the Power/Gas contact it is a 5-year deal with the +sixth year being optional. The annual outlay is estimated to be $16.1M per +year. I did make an error in using the $97M divided 5 years versus 6 years. +So at 5 years the value is $80.5M. If you have something different, let's +make sure that we are on the same page. I have attached the emails that I +received this data from. + + <> <> + +Regarding the EBS deal, from a business perspective we need to do a level +set very quickly. Compaq wants to get this settled and move on in a positive +light. Compaq will honor it's commitments but we need to make sure that +Enron does the same. The bottom line is there needs to be a resetting of +expectations relative to Compaq's revenue from EBS versus what actually got +booked. Our expectations were $96M a year based on the forecast provided by +EBS, certainly not $14M (based on what we agreed to yesterday). I find it +very difficult in the spirit of partnership to hear that we are being held +accountable for our portion of the deal, when we don't have the revenue to +off set it. Based on what I have heard, both parties had shortcomings based +on expectations that were set. I will speak to Keith and Rob this morning to +see how it was left. I also need to get your perspective on the +transaction. Jennifer, if there is a business opportunity, Compaq certainly +wants to continue in pursuing that with Enron. Provided it's equitable for +both sides. I realized that this is a difficult situation, but we will get +through it. + + +Jennifer, once again I appreciate your efforts in setting the meeting up and +hosting Compaq. I will contact you later today. +Thanks, + + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +Message-ID: +From: ""Earle, Jerry"" +To: ""Fiore, Michael"" +Cc: ""Leach, Renee"" , ""Jordan, Bob"" +, ""Spurlin, David"" , +""Gooden, Jeff"" +Subject: RE: Enron Energy Management Contract - Update. +Date: Tue, 19 Sep 2000 14:29:34 -0600 +Sensitivity: Company-Confidential +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2652.78) +Content-Type: text/plain; charset=""iso-8859-1"" + +Michael and Renee, + This is great news. Thanks to both of you for not only driving this to a +successful conclusion, but for also keeping us informed throughout the +process. Hopefully, this will help our business with Enron. + +Regards, +Jerry + +> -----Original Message----- +> From: Fiore, Michael +> Sent: Friday, September 15, 2000 8:54 AM +> To: Earle, Jerry +> Cc: Leach, Renee +> Subject: Enron Energy Management Contract - Update. +> Importance: High +> Sensitivity: Confidential +> +> Jerry, +> +> Good morning. The Enron contract for Energy Management +> Services was signed yesterday. Below are some highlights of the deal: +> +> I. Sites Included: +> +> California: (Gas & Electricity) +> Massachusetts: +> 19191 Vallco Pkwy , Cupertino 200 Forest Street, +> Marlboro (electric) +> 19333 Vallco Pkwy., Cupertino 165 Dascomb Rd, +> Andover (gas) +> 10100 N Tantau Ave., Cupertino King Street, +> Littleton (gas) +> 10300 N Tantau Ave, Cupertino Taylor St. Bldg.1, +> Littleton (gas) +> 10420 N Tantau Ave, Cupertino Taylor St. Bldg.2, +> Littleton (gas) +> 10432 N Tantau Ave, Cupertino 333 South St., +> Shrewsbury (gas) +> 10435 N Tantau Ave, Cupertino Old-Bolton Rd., Stow +> (gas) +> 10440 N Tantau Ave, Cupertino +> 10501 N Tantau Ave, Cupertino Texas: (Electricity +> only) +> 10400 Ridgeview Crt., Cupertino 10225 Louetta, +> Houston +> 10555 Ridgeview Crt., Cupertino 10251 North Fwy., +> Houston +> 10600 Ridgeview Crt., Cupertino 17111 Jarvis, +> Houston +> 901 Page Ave., Fremont +> 5425 Stevens Creek Blvd, Santa Clara (gas only) +> +> Energy Management Services will include the supply of gas +> and electricity and local utility company bill management services. +> +> +> +> II. Contract Term: +> +> Five (5) year term with the option for Enron to extend for +> and additional one (1) year period. +> +> +> III. Estimated Contract Value: (6years) +> +> Electricity: +> State Term Value +> Massachusetts $13,267,505 +> Texas $49,894,554 +> California $30,170,154 +> +> Gas: +> State Term Value +> Massachusetts $1,727,956 +> California $2,354,178 +> Total Contract Value: $97,414,347 +> +> +> Regards, +> +> Michael Fiore +> General Procurement +> Procurement Manager REOS & Telecom +> Compaq Computer Corporation +> PH: (281) 514-1399 +> Fax: (281) 514-0686 +> michael.fiore@compaq.com +> +> + +Message-ID: <212CC57E84B8D111AD780000F84AA0490985369E@mroexc2.tay.cpqcorp.net> +From: ""Fiore, Michael"" +To: ""Jordan, Bob"" +Cc: ""Leach, Renee"" +Subject: RE: Enron Building Services Novi MI. +Date: Thu, 7 Dec 2000 17:22:25 -0600 +Sensitivity: Company-Confidential +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2652.78) +Content-Type: text/plain; charset=""iso-8859-1"" + +Bob, + +Enron Building Services is currently providing service to Compaq at the +following locations: (the contract expires 28-Feb-03 and we are currently +spending $6.5M per year). Call me if you need additional information. + +SCA - Dallas, TX +OHF - Detroit, MI +ALF - Alpharetta, GA +MRO - Marlboro, MA +LKG - Littleton, MA +SHR - Shrewsbury, MA +OGO - Stow, MA +TAY - Littleton, MA +INI - Indianapolis, IN +UMP - Escanaba, MI +SWO - Midland, MI +KZO - Portage, IN +IXC - Carmel, IN +FSU - Big Rapids, MI +GVS - Allendale, MI +MIL - Lansing, MI +SCH - Schaumburg, IL +CPO - Chicago.IL +BNB - Bannockburn, IL +LPO - Rockford, IL +ILI - Itasca, IL +SEO - WA +LEX - Lexington, MA +CRL - Cambridge, MA +RCH - Rocky Hill, CT +PHH - Blue Bell, PA +PTO - Pittsburgh, PA +OPK - Overland Park, KS +SLO - Salt Lake City, UT +TIG - Salt Lake City, UT +MPO - Bloomington, MN +DLC - Dallas, TX + +Regards, + +Michael Fiore +General Procurement +Procurement Manager REOS & Telecom +Compaq Computer Corporation +PH: (281) 514-1399 +Fax: (281) 514-0686 +michael.fiore@compaq.com + + + + -----Original Message----- + From: Jordan, Bob + Sent: Thursday, December 07, 2000 3:01 PM + To: Fiore, Michael + Subject: RE: Enron Building Services Novi MI. + Sensitivity: Confidential + + Michael, + + I left you a voice message today regarding Enron. I'm doing +a presentation and I would like to get the amount ($) of contracts we +currently have with Enron Services. For example the $97M 5-year contract for +power. I understand that we have contracts in the Northeast and West for +facilities. + + Can you provide me with that kind of data? I would +appreciate it. + + My presentation is on the 14th of December. + + Any questions, please don't hesitate to call. + Regards, + Bob Jordan + Rio Grande Area Director + Compaq Computer Corporation + + Tele #281-927-6350 + Fax #281-514-7220 + Bob.Jordan@Compaq.com + + -----Original Message----- + From: Earle, Jerry + Sent: Monday, October 09, 2000 1:32 PM + To: Fiore, Michael + Cc: Leach, Renee; Jordan, Bob; Blackmore, Peter; +Earle, Jerry + Subject: RE: Enron Building Services Novi MI. + Sensitivity: Confidential + + Michael, + Thanks for the update. I am OK with your decision +not to select Enron (and I also reviewed with Jim Milton). Given that Enron +chose not to rebid, I certainly think this is a reasonable decision. + + It is very important that I (and the Enron account +team) stay informed on all of these issues, so thanks again for keeping us +in the loop. + + Regards, + Jerry + + + -----Original Message----- + From: Fiore, Michael + Sent: Wednesday, October 04, 2000 10:59 AM + To: Earle, Jerry + Cc: Leach, Renee + Subject: Enron Building Services Novi +MI. + Importance: High + Sensitivity: Confidential + + Jerry, + + As part of our continuing communication with +the Compaq/Enron account team, below is an overview of a recent bid +analysis for services at Compaq's Novi, MI site. Enron Building Services +is the current service provider for Office Services related support. The +proposed pricing received by Pitney Bowes is 11.1% or $15,147 lower than the +price provided by Enron. Enron has been given the opportunity to revise +their pricing but has chose not to. The recommendation is to award the +business to Pitney Bowes. Please confirm that you concur with our +recommendation. Thanks. + + + + +---------------------------------------------------------------------------- +---------------------------------------------------------------------------- +------------ + Background: Enron Building Services was +providing a facility manager, shipper receiver, receptionist and admin/help +desk support for Compaq's Novi, MI site. Compaq recently chose to hire the +facility manager as a permanent Compaq employee. Enron Building Services +provided Compaq with revised pricing to reflect the modified scope of work. +The pricing provided by Enron was 11.1% higher than the price received by +Pitney Bowes. The Enron account team has been informed that their pricing +is not competitive and they been given the opportunity to lower their price. +They have opted not to lower the price. The recommendation of both Real +Estate and Procurement is to award the business to Pitney Bowes. + + + Enron Building Services Current Cost: + + Base cost for services was +$190,198.00 + Admin/Help Desk +$44,787.00 + Ship/Rec +$35,521.00 + Receptionist +$38,610.00 + Facilities Manager +$71,280.00 + Mail Van/Car (remote site +support) $13,030.00 + Management Fee +$14,210.00 + Total Cost +$216,438.00 + + Compaq hired the facility manager as a +badged employee. + + Enron Building Services Proposed Cost: + + Base cost for remaining services +$128,071.00 + Admin/Help Desk +$53,940.00 + Ship/Rec +$35,521.00 + Receptionist +$38,610.00 + Mail Van/Car (deleted) + Management Fee +$8,324.00 + Total Cost +$136,395.00 + + + Issue: 20% increase in Admin/Help desk +cost. + + Pitney Bowes has submitted a proposal to +provide Admin/Help Desk coverage, Shipper/Receiver, Receptionist for a total +cost of. $121,248.00 which is 11.1% less than EBS proposal. + + + + Regards, + + Michael Fiore + General Procurement + Procurement Manager REOS & Telecom + Compaq Computer Corporation + PH: (281) 514-1399 + Fax: (281) 514-0686 + michael.fiore@compaq.com + +" +"arnold-j/all_documents/1203.","Message-ID: <26003696.1075857617826.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 08:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Vanderbilt presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/29/2000 03:31 +PM --------------------------- + + + + From: Beth Miertschin 09/29/2000 02:31 PM + + +To: Jeffrey McMahon/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Brian +Steinbrueck/AA/Corp/Enron@Enron, Rick Buy/HOU/ECT@ECT, Barry +Schnapper/Corp/Enron@Enron, Katie Stowers/HOU/ECT@ECT, Nicole +Alvino/HOU/ECT@ECT, Russell T Kelley/HOU/ECT@ECT +cc: Sue Ford/HOU/ECT@ECT +Subject: Vanderbilt presentation + +Open Presentation +Monday, October 2nd - 6:00 PM +Alumni Hall, room 203 + +Please meet in the lobby of the hotel at 5:15 PM or at the room by 5:30 PM so +we can set up and finalize the game plan. +After the presentation we are going to have a dinner for targeted candidates +and also a reception for the people who came to the presentation. You will +be informed about where you need to participate on Monday; for now just keep +the time open. + +Hotel rooms: Lowe's Vanderbilt Plaza Hotel - 615-320-1700 +Nicole Alvino - #6953024 +Brian Steinbrueck - #7964648 +Katie Stowers - #9216151 +Beth Miertschin - #415172 +Rusty Kelley - #414434 + +Thank you for helping out! Please let me know if you need anything else or +have questions. +Beth Miertschin +" +"arnold-j/all_documents/121.","Message-ID: <17578964.1075849627055.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 09:48:00 -0800 (PST) +From: matt.harris@enron.com +To: patrick.tucker@enron.com +Subject: Re: HP -- confidential internal document +Cc: dale.clark@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dale.clark@enron.com, jennifer.medcalf@enron.com +X-From: Matt Harris +X-To: Patrick Tucker +X-cc: Dale Clark, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Good plan. + +I agree re SJ. She is on the ball. + +mh + + + + Patrick Tucker + 12/14/00 04:28 PM + + To: Matt Harris/Enron Communications@Enron Communications + cc: Dale Clark/Enron Communications@Enron Communications + Subject: Re: HP -- confidential internal document + +I agree. Sarah-Joy and I had a detailed follow-on conversation today about +this topic, and we're in agreement as to how things can move forward. I'd +definitely like to have Bill rejoin our conversation with our new overall +commercial contact at HP, whose name Greg Pyle and Bill Lovejoy will supply +in the very near future. I understand that Peter Goebel was quite clear with +HP in today's meetings regarding the imminent nature of his wireless +decision, the breadth of vendors with whom he could conceivably do business, +and the fact that the wireless deal and the Enron sell side are inextricably +linked. Sarah-Joy mentioned that Gerry has not been present in the more +recent conversations, which we're taking to indicate that Bill and Greg +understand that his focus was different than ours. + +Sarah-Joy has brought immense focus and organization to this process. I have +certainly found her involvement invaluable. + +Patrick + + + + + + Matt Harris + 12/14/00 10:51 AM + + To: Sarah-Joy Hunter/NA/Enron@ENRON + cc: Dale Clark/Enron Communications@Enron Communications, Jennifer +Medcalf/NA/Enron@Enron, Patrick Tucker/Enron Communications@Enron +Communications, Peter Goebel/NA/Enron@Enron + Subject: Re: HP -- confidential internal document + +This is an excellent update. Thanks for putting this together. + +Dale/Patrick - lets regroup on how we want to move this onward. Seems like +SJ's suggestion of our spending more time with Bill Dwyer is a good one. + +Thanks +Matt + + + + Sarah-Joy Hunter@ENRON + 12/12/00 02:42 PM + + To: Matt Harris/Enron Communications@Enron Communications + cc: Patrick Tucker/Enron Communications@Enron Communications, Peter +Goebel/NA/Enron@Enron, Dale Clark/Enron Communications@Enron Communications, +Jennifer Medcalf/NA/Enron@Enron + Subject: HP -- confidential internal document + +Matt: + +As GSS Business Development transitions the HP relationship for broadband to +your team, there are several issues I wanted to clarify in terms of how the +relationship has been developed and who the contacts have been to date. +Additionally, I outlined the discussion points/action items from this +morning's meeting you held with Jennifer Medcalf and myself. Per your +request, the HP presentation complete with a listing of HP's business +partners was e-mailed to you this morning. + +HP contacts to date: + +Bill Lovejoy, Western Gulf Area Sales Manager +Houston, TX +#(713)-439-5587 +(Gerry Cashiola's boss) + +Gerry Cashiola, sales representative +Houston, TX +#(713)-439-5555 +(To date, HP person coordinating the relationship--seeking a short term play) + +Greg Pyle, Solution Control Manager +Southeast Region +Austin, TX +(#(512)-257-5735 +(Pyle has been playing the business developer role but continues to defer +leadership of the process to Gerry Cashiola) + +Daniel Morgridge, Manager of Internet - E-Services long term alliances +Austin, TX +#(512)-257-5736 +(Interested in E-services/wireless longer term alliances) + +Bill Dwyer, Chief Architect, e-Services Solutions +Cupertino, CA +#(408)-447-5240 +(To date, clearly the most knowledgeable person on HP's business +propositions; strong technical, financial background to craft value +propositions. Gerry Cashiola and Greg Pyle deferred to his judgement in the +11/16th meeting) + +Matt, + +On November 10th, GSS Business Development took HP through a tour of Enron's +trading floor, the gas control center, and the peaking power plant unit +center on the trading floor. This tour was one meeting, amongst several, +held in October and November to provide HP a full overview of Enron's +products and services and introduce them to appropriate contacts at Enron +(EBS, GSS buy side -- Peter Goebel). + +On November 16th GSS Business Development, Patrick Tucker, and Dale Clark +outlined 3 possible EBS/HP focus areas -- connectivity, storage, and +wireless. Three EBS action items were defined in that meeting: + +1) HP was to provide an HP contact on connectivity (to date, Gerry Cashiola +has stalled on providing this). Sarah-Joy will continue to pursue this +information and get a sense from Gerry Cashiola of what he means by short +term opportunity. What is HP's time horizon for short term? + +2) EBS and GSS/BD was to facilitate a conference call on Storage with Ravi to +explore size and potential scope of opportunity (completed 12/8) + +3) GSS/BD was to facilitate a conference call with Peter Goebel, GSS IT +Sourcing Portfolio Leader (set for 12/14) + +In conversations with you, Jennifer Medcalf and myself this morning, several +decisions on forward-looking strategy with HP/EBS were confirmed: + + +Gerry Cashiola has been unable to take control of the process. More +importantly, despite numerous visits to Enron in which he has had overviews +of Enron's products and services; met with Peter Goebel and his team on the +GSS buy side, and participated in an Experience Enron tour, Gerry has been +unable to define an HP business proposition. The coordination between +Cashiola (short term initiative) Morgridge (long term, 12-24 months) has +remained unorganized. These initiatives need to be developed separately. + + +Clearly, the conversations with HP need to be elevated to a more senior +level so EBS can work with HP decision makers who can move the relationship +forward at a strategic level. As the relationship is developed at this +strategic level, shorter term opportunities will crop up along the way. But +Gerry's short term plans will not be the focus of the EBS/HP relationship, +rather a by-product. To facilitate this process of elevating the +relationship, Jennifer Medcalf and I are following up with Bill Lovejoy and +Greg Pyle. Lovejoy's boss is Dan Sytsma, VP of HP's America's Central +Region. + + In the conference call Thursday, 12/14 with Peter Goebel and HP regarding +wireless initiatives, Peter will support the GSS/BD push for the HP/EBS +initiative by reiterating the following two points: + + a) Enron is already an HP customer; the onus is on HP to move forward on +the process of building a strategic relationship (IBM and Lexmark are only +some of the HP competitors who could push them out of the running) + + b) HP's ability to bring the right people to the table will influence HP's +business relationship process with Enron + + Patrick Tucker and Dale Clark could build their relationship with Bill +Dwyer, Chief Architect e-Services Solutions, (met at the meeting 11/16) in +the near term. Perhaps, plan a visit to Cupertino, California to see Dwyer +in person. + + +We look forward to continuing close collaboration with your team on this and +other opportunities. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing - Business Development +#(713)-345-6541 + + + + + + + + + +" +"arnold-j/all_documents/122.","Message-ID: <2877476.1075849627078.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 02:17:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: john.will@enron.com +Subject: Fedex +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-joy Hunter +X-To: John Will +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +John: + +Good Morning! + +Per our conversation yesterday, you had noted that John Pattillo would be +getting back to you with his decision as to how he would approach FEDEX with +an Enron counteroffer. Any news on this? + +Also, thanks for leaving voicemail/e-mail messages to keep me in the loop +regarding: + +a) John Pattillo's decision 12/14; +b) Carmen's feedback by close of business Monday 12/18 +c) what you finally decide to do before leaving for the holidays 12/22 +d) if you follow up on George Wasaff's offer to fly to Memphis next week if +necessary +and e) if you need to pull back on Enron's contracts with Fedex. + + +Appreciate it. + +Sarah-Joy" +"arnold-j/all_documents/123.","Message-ID: <9817611.1075849627102.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 00:27:00 -0800 (PST) +From: gary.waxman@enron.com +To: matt.harris@enron.com, glenn.surowiec@enron.com +Subject: FW: SAP information for your proposal +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Gary Waxman +X-To: Matt Harris, Glenn Surowiec +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Looks like we are dead in the water based on this message and the one Glenn +got. Let's meet to review this morning. + +------------------------------------------------------------- +Gary Waxman +Director, Enterprise Group +Enron Broadband Services +2100 SW River Parkway +Portland, OR 97201 +Mobile: 503-807-8923 +Desk: 503-886-0196 +Fax: 503-886-0441 +------------------------------------------------------------- +----- Forwarded by Gary Waxman/Enron Communications on 12/15/00 08:32 AM ----- + + curtis.meyer@sap.com + 12/15/00 05:54 AM + + To: Gary Waxman/Enron Communications@Enron Communications + cc: + Subject: FW: SAP information for your proposal + + + +Gary, + FYI.... + +-----Original Message----- +From: Bruder, Dietmar +Sent: Friday, December 15, 2000 6:44 AM +To: Meyer, Curtis +Cc: Lingner, Annett +Subject: RE: SAP information for your proposal + + +Hello Curtis, + +sorry for the late response. +An upgrade from E1 to E3 is not an option for the mentioned locations, for +the foreseeable future. +The 2. proposal is also not an option for us, because we buy bandwidth on +demand and the demands change very dynamically, therefore such a plan would +not fit our requirements. + +best regards Dietmar + +----------------------- + + +-----Original Message----- +From: Meyer, Curtis +Sent: Montag, 11. Dezember 2000 17:22 +To: Bruder, Dietmar +Cc: Gooden, Dennis; Bannon, Michael +Subject: FW: SAP information for your proposal +Importance: High + + +Dietmar, + Attached is a message from Enron Broadband Services on sizing the +proposal back to SAP. +Hopefully his attached message is clear in terms of finding a way to +structure it +for growth based on your needs. This would increase the size of our +arrangement if it +makes good sense for you. Please get back to me with your thoughts. + +-----Original Message----- +From: Gary_Waxman@enron.net [mailto:Gary_Waxman@enron.net] +Sent: Friday, December 08, 2000 2:19 PM +To: Meyer, Curtis +Cc: Glenn_Surowiec@enron.net; Matt_Harris@enron.net +Subject: Re: SAP information for your proposal + + + + +Curtis - following our phone call this morning I met with Matt Harris and +our +structuring person (Glenn Surowiec) to review the deal. After some quick +analysis it looks like we overestimated the opportunity. + +The circuits Dietmar is requesting is a european E1 which equates to a US +T1. +The hub (Wallfdorf) -and-spoke (Hungary, Netherlands, UK) model SAP requires +works out to roughly a $2.09M deal. + +Clearly this is smaller than both parties would prefer.Thus we would like to +know if there are growth plans for one or more of these connections so that +we +can we propose a larger pipe (i.e. European E3/US DS3). + +For example if just one of the connections can be an E3 for the entire +contract +(ten years) it would bump the value up to $8.5M. Please review this and +let's +plan on talking later today. Another model to consider would be to +progressively +bump up the pipe size across all the connections at set intervals (i.e. +years +1-3 = E1, years 4-6 = E2, years 7-10 = E3). + +Please let me know what your thoughts are and let's talk ASAP. + +------------------------------------------------------------- +Gary Waxman +Director, Enterprise Group +Enron Broadband Services +2100 SW River Parkway +Portland, OR 97201 +Mobile: 503-807-8923 +Desk: 503-886-0196 +Fax: 503-886-0441 +------------------------------------------------------------- + + +|--------+-----------------------> +| | curtis.meyer@| +| | sap.com | +| | | +| | 12/08/00 | +| | 09:54 AM | +| | | +|--------+-----------------------> + +>--------------------------------------------------------------------------- +-| + | +| + | To: Gary Waxman/Enron Communications@Enron Communications +| + | cc: dennis.gooden@sap.com, michael.bannon@sap.com +| + | Subject: SAP information for your proposal +| + +>--------------------------------------------------------------------------- +-| + + + +" +"arnold-j/all_documents/124.","Message-ID: <17450211.1075849627126.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 06:12:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: alan.engberg@enron.com, john.nowlan@enron.com, craig.breslau@enron.com, + mark.tawney@enron.com, gary.taylor@enron.com, + larry.gagliardi@enron.com, mark.jeffries@enron.com, + george.wasaff@enron.com, jennifer.medcalf@enron.com, + jeff.youngflesh@enron.com, colleen.koenig@enron.com, + ron.howard@coair.com, lkelln@coair.com, ghartf@coair.com +Subject: Meeting Minutes: Continental and Enron, December 12th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-joy Hunter +X-To: Alan Engberg, John L Nowlan, Craig Breslau, Mark Tawney, Gary Taylor, Larry Gagliardi, Mark Jeffries, George Wasaff, Jennifer Medcalf, Jeff Youngflesh, Colleen Koenig, ron.howard@coair.com@SMTP@enronXgate, lkelln@coair.com@SMTP@enronXgate, ghartf@coair.com@SMTP@enronXgate +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Meeting Attendees from Continental Airlines: +Greg Hartford, Vice President, Fuel Management +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer + +Meeting Attendees from Enron: +Craig Breslau, Vice President, Enron North America +Sarah-Joy Hunter, Manager, Global Strategic Sourcing +John Nowlan, Vice President, Enron Global Markets +Jeff Shankman, President and COO, Enron Global Markets +Mark Tawney, Director, Enron Global Markets +George Wasaff, Managing Director, Global Strategic Sourcing + +MEETING MINUTES: The December 12th meeting addressed three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. + + + +(1) Fuel management (Craig Breslau; John Nowlan) + + -- exchanging call options on crude oil for airline tickets + -- crack spread product to address basis risk + +(2) Weather derivatives (Mark Tawney; Gary Taylor) + -- rebate program + -- insurance product + +(3) Outsourcing antifreeze and plastics risk (Alan Engberg) + + + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +Business Development +#(713)-345-6541 +" +"arnold-j/all_documents/125.","Message-ID: <19970450.1075849627149.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 08:44:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Quest Software/BMC update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +fyi...i meant to copy you, but my system crashed (screen whited out and i had +to reboot), and you didn't get a copy...so here it is... +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 04:39 PM ----- + + Jeff Youngflesh + 12/15/2000 04:17 PM + + To: Douglas Cummins/HOU/ECT@ECT + cc: + Subject: Re: BMC Summary to-date + +Thank you Doug! + +I relayed the update verbally to Jennifer Medcalf, here is the written +version. Expect a copy on a note I'm going to send EBS. + +Jeff + + + + Douglas Cummins@ECT + 12/15/2000 04:14 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: Re: BMC Summary to-date + +Jeff, + +We backed away from Patrol for monitoring - Quest is so far ahead +technology-wise and cheaper. + +My group still considers BMC's Schema Manager tool to be the best and would +purchase it now if the other group was willing to cooperate. I believe Jim +Ogg wants to evaluate more tools and related design tools before making a +decision. + +Regards, +Douglas + + +" +"arnold-j/all_documents/126.","Message-ID: <31926280.1075849627175.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 09:43:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: chaz.vaughan@enron.com, stephen.morse@enron.com +Subject: Re: BMC update, 17:15 +Cc: jennifer.medcalf@enron.com, bob.mcauliffe@enron.com, + douglas.cummins@enron.com, randy.matson@enron.com, jim.ogg@enron.com, + bob.hillier@enron.com, bruce.smith@enron.com, peter.goebel@enron.com, + darin.carlisle@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, bob.mcauliffe@enron.com, + douglas.cummins@enron.com, randy.matson@enron.com, jim.ogg@enron.com, + bob.hillier@enron.com, bruce.smith@enron.com, peter.goebel@enron.com, + darin.carlisle@enron.com +X-From: Jeff Youngflesh +X-To: Chaz Vaughan, Stephen Morse +X-cc: Jennifer Medcalf, Bob McAuliffe, Douglas Cummins, Randy Matson, Jim Ogg, Bob Hillier, Bruce Smith, Peter Goebel, Darin Carlisle +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Chaz and Steve, + +Here's the latest, in a nutshell. Basically, the testing is not fully +completed, even where we might have felt that it was close (because there is +also a financial component which needs to be exercised - the TCO part of the +purchase decision). As you know, both Randy Matson and Bob McAuliffe are out +on vacation, so getting a decision from them is not likely before Christmas. +However, it looks like there has been enough feedback to/through them to +surmise that BMC is not in the driver's seat in either situation. + +In a meeting today, it became apparent that BMC's revenue opportunity with +the Net Works organization is much lower than BMC has projected to you at +EBS. The primary opportunity for BMC in Net Works is for their Schema +Manager tool, and the rest of the opportunities look increasingly dim, +especially given the time constraints imposed in your situation. + +Still, the Net Works team has not completely ruled BMC out as a potential +vendor; but neither is there a commitment (written OR verbal) to make a BMC +purchase at this point. I will be on vacation next week, but will be +checking in on Monday the 18th and Tuesday the 19th. Jennifer or I will keep +you posted if we are able to report opportunity changes in your favor. + +I have sent you a paraphrased version of Doug's most recent communication to +me. The overall message would apply fairly universally to the other Net +Works teams in question: more testing, but looks like BMC's total sales +opportunity to Enron is not going to get to the amount necessary to get your +deal done. The issues mentioned in the other summary update note from +yesterday still apply. + +Thank you, + +Jeff + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 05:15 PM ----- + + Douglas Cummins@ECT + 12/15/2000 04:14 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: Re: BMC Summary to-date + +Jeff, + +We backed away from Patrol for monitoring - we feel that a competitor's +solution is a better one for us. + +My group still considers BMC's Schema Manager tool to be an excellent +product, and would consider it to be a viable option for purchase. I believe +Net Works will still evaluate more similar tools, and related design tools, +before making a decision. + +Regards, +Douglas +" +"arnold-j/all_documents/127.","Message-ID: <16075289.1075849627202.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 00:52:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: FW: FW: Fedex and other cross sells UPDATE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer: + +If you are referring to the Wireless call, I was on the call and actively +participated with Peter G. I had the agenda discussion items and guided the +conversation. The call was brief and enabled HP and Peter G. to discuss +wireless initiatives briefly. Then Peter G. literally read from my notes the +""message"" you gave him about the need for HP to support the process on both +the buy and sell sides. + +The call went well, message was delivered and Darrin will follow up with HP +so they can come in to Enron and present the wireless intiative. + +Greg Pyle and Bill Lovejoy (but not Gerry Cashiola) were on the call. Greg +Pyle made a note of saying that HP realized that they were going to have to +fully support the process on both the buy and sell sides. + +I will still connect back with Greg Pyle by phone. + +SJ + -----Original Message----- +From: Medcalf, Jennifer +Sent: Monday, December 18, 2000 8:40 AM +To: Hunter, Sarah-joy +Subject: Re: FW: Fedex and other cross sells UPDATE + +Sarah-Joy, +I would contact Greg Pyle and find out what took place on the conference call. +Have a Happy and safe Christmas! +Jennifer + + + + + Sarah-joy Hunter/ENRON@enronXgate 12/18/2000 08:40 AM To: Jennifer +Medcalf/NA/Enron@Enron cc: Subject: FW: Fedex and other cross sells UPDATE + + + +Jennifer: + +In my absence, the only issues I expect to arise are the Fedex and HP deals. + +For FEDEX: (cross sell) I will be speaking with Buck McGugan, VP of sales, +Carmen Perez's boss's boss this morning at his office in Chicago. +847-215-4241. This is a follow up call to the calls from different Fedex +business units which I have received. + +(buy side--John Will) I forwarded John's latest update earlier this week +then his note below. First, he had several conference calls with George +Wasaff to John Pattillo. John Pattillo had committed to getting back to John +on Friday (he didn't) with the specifics of ABS' counter offer to FEDEX. +John's e-mail below notes that on Friday 12/15 by noon he heard nothing back +from Pattillo. Second, John is to hear back from Carmen Perez today, Fedex +account rep, on any news from Fedex lawyers and team regarding Fedex's +response to lawsuit issue update. Third, George Wasaff has made himself +available to fly to Memphis with John this week if necessary and if this will +help resolve the lawsuit issue in our favor. Fourth, John has been told to +begin to pull back business from FEDEX in terms of the GSS contractual +relationship. I've asked John to keep us in the loop on the developments +with these four items and what he finally decides to do 12/22 on the Fedex +account. + +HP: Wireless conference call with Peter G. went fine. Peter G. has asked +Darrin to set up a follow up meeting with HP after 1/8/01 when the Enron +wireless team returns from London. This is in progress. EFS/Datawarehouse +equipment meeting set for early Jan. Spoke with Peter G. + +I spoke with Bill Dwyer directly last week and he would welcome the +opportunity to work more closely with Enron but would want to work in concert +with the sales force. My e-mailed question to you was as follows: Do we +just wait to hear back from Greg Pyle given your phone call to him and Peter +G. message delivered to him on 12/14? + + +Kinko's: Connected Mike Rabon to Kinko's CIO via conference call. That +enables the EBS proposition to move forward with Kinko's. Also, connected Ed +Quinn and Chris Charbonneau to VP of purchasing. He is the initial decision +maker. Chris Charbonneau and I got on a follow up conference call with VP of +Purchasing and found that he had already received a business proposition from +EIM Pulp & Paper team 9 months ago. But, the offer was not as competitive as +the options offered by the Kinko's paper mills. Ed and Chris have some +homework to do to improve the offer and get back to the VP of Purchasing. +Once we get past this initial hurdle, I will work with Quinn and Charbonneau +on getting to the CFO's office as necessary. So, both sides are moving +foward here. + +Also, had Ed Quinn meet with Craig Brown and Tracy F. on office automation +(pulled Jeff Youngflesh up to speed as well) since he couldn't attend the +meeting. Ed had some great ideas for the process. + + +Continental: Wasaff will speak briefly with Ron Howard on Wednesday at 1:30 +PM as a follow up thank-you. Meeting minutes sent out. Will be working with +Craig Breslau and T. Ramsey in early Jan. meeting to get info. needed for +airline ticket for fuel mgt. swap deal going. Also, followup up with Tawney, +Taylor, and Engberg (plastics) in early Jan. Plastics will also be coming to +GSS/BD to give educational overview. + +CSC, Sonoco, Instromet followup in Jan. 2001. + +Have a great holiday! I will be checking my work voicemail daily weekdays +(except Christmas day). + +Sarah-Joy + + + + + + + + + -----Original Message----- +From: Will, John +Sent: Friday, December 15, 2000 12:44 PM +To: Hunter, Sarah-joy +Subject: Re: Fedex + +Sarah-Joy, +No news from John Patillo yet. + +jw + + + + + + + Sarah-joy Hunter/ENRON@enronXgate 12/15/00 10:17 AM To: John +Will/NA/Enron@ENRON cc: Subject: Fedex + + + +John: + +Good Morning! + +Per our conversation yesterday, you had noted that John Pattillo would be +getting back to you with his decision as to how he would approach FEDEX with +an Enron counteroffer. Any news on this? + +Also, thanks for leaving voicemail/e-mail messages to keep me in the loop +regarding: + +a) John Pattillo's decision 12/14; +b) Carmen's feedback by close of business Monday 12/18 +c) what you finally decide to do before leaving for the holidays 12/22 +d) if you follow up on George Wasaff's offer to fly to Memphis next week if +necessary +and e) if you need to pull back on Enron's contracts with Fedex. + + +Appreciate it. + +Sarah-Joy + + +" +"arnold-j/all_documents/128.","Message-ID: <30653468.1075849627227.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 03:33:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jennifer.stewart@enron.com +Subject: Re: Compaq Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Godfrey +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +fyi - our position is either pay the $2.5 million termination fee or pay the +$4.1 million toward Compaq future purchases. You will see a bcc of my EMail +to Bob and Rob. My reason for the blind copy is that I want to ensure that +this communication is between Bob and our group. + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 11:35 AM ----- + + Jim Crowder + 12/17/00 07:23 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: Bryan Williams/Enron Communications@Enron Communications, Everett +Plante/Enron Communications@Enron Communications, Marie Thibaut/Enron +Communications@Enron Communications + bcc: + Subject: Re: Compaq Update + + +832k is not going to have a dramatic impact on our business. Stick with the +2.5 number and ensure that Global Sourcing holds the line.c + + + + Kim Godfrey + 12/15/00 09:01 AM + + To: Everett Plante/Enron Communications@Enron Communications, Jim +Crowder/Enron Communications@Enron Communications + cc: Marie Thibaut/Enron Communications@Enron Communications, Bryan +Williams/Enron Communications@Enron Communications + Subject: Compaq Update + + + + + +Everett and Jim, + +I have phone calls into both of you to gain your feedback and support on +appropriate next steps with Compaq. Everett, I am asking for your input as +it is your cost center that purchases the Compaq servers and hence one of the +relationship owners. During the meeting yesterday - the following happened : + a) Keith McAuliffe announced that he is leaving Compaq effective immediately +(his replacement has yet to be named). My perception is that Keith took the +hit for Compaq missing their 4th quarter Server Business Unit sales +projections. EBS is not their only account who did not meet projected +targets. + b) Bob Jordan - Director NA Sales reporting to Jerry Earle will expand his +existing Enron sales relationship to include ownership of the EBS Server +Agreement + c) EBS Server Agreement - Under the agreement Compaq was to buy EBS +Services. For the first two quarters - the Compaq purchase amount was fixed +at $1.72 million and starting with the third month then would be based on an +8% value of the total EBS Server spend for the prior two quarters. EBS sent +Compaq an invoice for $4,134,229 on November 7th. Compaq has not paid the +invoice. Lou Casari's team is handling the delinquency and notifying +Compaq. Compaq ( Keith M.'s stewardship) had agreed to pay. Bob stated that +EBS has not performed to Compaq's satisfaction under the Server Agreement and +Compaq does not believe that Compaq should be accountable to buy any EBS +services (Bob's first negotiation position). + d) EBS and Compaq have different viewpoints on what should be included in +the EBS Server Spend amount. + Compaq (Bob Jordan) value - EBS purchase of $5.1 million for servers and +hardware in 2000 + EBS (added) - EBS purchase value would add an additional $1.0 million +for servers and hardware in 2000 + EBS (added) - EBS purchase of $4.9 million for servers and hardware in +1999 + EBS (added) - EBS purchase of $3.1 million in Compaq professional +services (costs for Server deployment) + + From these viewpoints - if one was to set a Compaq purchase amount then the +following might occur + EBS total is $14.1 million spend for 1999/2000 at 8% would equal a Compaq +purchase amount of $1.128 million (w/out the 2 fixed quarters) + Compaq total is $5.1 million spend at 8% would equal a Compaq purchase +amount of $408,000 + EBS Viewpoint - Per the signed EBS Server Purchase Agreement - the amount +is $4,134,229. (I did not concede) + + e) 2000 income. Per the signed EBS Server Purchase Agreement - Compaq had +to pay for the Compaq Purchase amount before or by Dec 31, 2000 but could +defer identifying the services to be used against the amount until Dec 31, +2002. If Compaq had not used the services by Dec 31, 2002 then they lost the +right to spend against the amount. To gain 2000 income recognition, EBS +worked with Keith M and Rob Senders to invoice for $832,000 to cover EBS +consulting services provided to Compaq. Again, under Keith M's stewardship +- they verbally agreed to pay. + +Now with the above information - my offered next steps : + a) Until everything is done - maintain the ""stick"" of the EBS invoice ($4.1 +million). This is being done. + b) Termination fee - the contract does not state a termination fee. It +does state a value of $2.5 million max for liquidated damages. Prior +conversations have discussed Compaq paying a $2.5 million termination fee +(again with Keith M). This could be recognized as yr 2000 income. + c) Consulting Fee - The recognition of the $832,000 would be a 20% return on +services of $4.1 million. This is a good return for a commodity +transaction. So.... do we accept a lower amount to maintain a healthier +relationship. + + So...... please let me know your thougths. We have countered with the $2.5 +million with the understanding that the lower end would be $832,000. + +Please let me know your thoughts + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354 + +" +"arnold-j/all_documents/129.","Message-ID: <31644258.1075849627250.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 03:42:00 -0800 (PST) +From: darin.carlisle@enron.com +To: jennifer.medcalf@enron.com +Subject: HP +Cc: peter.goebel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: peter.goebel@enron.com +X-From: Darin Carlisle +X-To: Jennifer Medcalf +X-cc: Peter Goebel +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +Can I get a contact from you for a representative at Hewlett-Packard. I am +needing to get in a 15"" and an 18"" LCD monitor to compare to other brands for +the trading floors in the new building. + +Thank you. + +Regards, +Darin Lee Carlisle +Supply Analyst - Global Strategic Sourcing +Enron +713-345-6133 - Office +713-646-6313" +"arnold-j/all_documents/13.","Message-ID: <2761027.1075849624277.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 09:43:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jeffrey.shankman@enron.com +Subject: Continental/Enron meeting, December 11th, 2-3 PM +Cc: jennifer.burns@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.burns@enron.com, jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Jeffrey A Shankman +X-cc: jennifer.burns@enron.com, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Shankman: + +In preparation for the meeting on December 11th with Larry Kellner, CFO, +Continental Airlines I have noted below some background on the +Enron/Continental relationship and the purpose for the meeting. We would +appreciate your answers to a couple of questions below. + +Background: + +Ron Howard, Vice President, Continental Food Services, met earlier this year +with George Wasaff, Managing Director, Enron Corporation Global Strategic +Sourcing and Tracy Ramsey, Sourcing Portfolio Leader, to review the strong +business relationship in fuel management and travel services which Enron has +had with Continental Airlines. Discussions were held as to how this +relationship could be expanded favorably for both companies. + +A subsequent meeting held October 25th enabled decision makers from both +companies to act on these earlier discussions and explore opportunities to +expand beyond the current fuel management and travel initiatives to those in +weather derivatives and plastics hedging. + +December 11th Meeting Purpose: Follow-up from October 25th meeting to +specifically address Larry Kellner (who could not make the October 25th +meeting) on three initiatives in order of $ magnitude: (1) fuel management, +(2) weather derivatives, and (3) plastics hedging -- VaR analysis. + +Location: Larry Kellner's office will be getting back to us regarding his +availability to do a quick tour of the trading floor. If he can make it for +a trading floor tour Kellner would meet at Enron Corporation; otherwise, he +is requesting that Enron Executives meet in his executive offices at 1600 +Smith Street. Is either location fine for you or do you have a specific +preference? + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Mr. Shankman, who would you like to have at the meeting from Enron? To date, +we have coordinated through John Nowlan. At the October 25th meeting, Alan +Engberg and Mark Tawney presented the plastics hedging and weather +derivatives opportunities, respectively. + +Next week, I will be forwarding a short briefing which outlines Enron's +current relationship with Continental in fuel management and the proposed +initiatives in both weather derivatives and plastics hedging. Larry +Gagliardi, Craig Breslau, Alan Engberg, and Gary Taylor are all providing +input on this. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing -- Business Development +#(713)-345-6541 + + +" +"arnold-j/all_documents/130.","Message-ID: <7299879.1075849627274.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 04:17:00 -0800 (PST) +From: john.will@enron.com +To: sarah-joy.hunter@enron.com +Subject: Re: FW: Fedex +Cc: derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +X-From: John Will +X-To: Sarah-joy Hunter +X-cc: Derryl Cleaveland, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Sarah-Joy, +Here is an update per your request. + +Per our conversation yesterday, you had noted that John Pattillo would be +getting back to you with his decision as to how he would approach FEDEX with +an Enron counteroffer. Any news on this? + +I spoke to John briefly this morning. Fed-Ex (Memphis) has not been in +contact with our legal all last week. John supports our move today to begin +moving business to UPS. I have left a message to Carmen to call me ASAP. My +message is to inform her of our movement of significant corporate office +business beginning today. I have every expecation that Carmen will call me +back this afternoon. Since the discussions aren't happening, I doubt that we +will be flying to Memphis, but I'll advise of any changes as they occur. + + +Also, thanks for leaving voicemail/e-mail messages to keep me in the loop +regarding: + +a) John Pattillo's decision 12/14; +b) Carmen's feedback by close of business Monday 12/18 +c) what you finally decide to do before leaving for the holidays 12/22 +d) if you follow up on George Wasaff's offer to fly to Memphis next week if +necessary +and e) if you need to pull back on Enron's contracts with Fedex. + + + + + Sarah-joy Hunter/ENRON@enronXgate + 12/18/2000 08:42 AM + + To: John Will/NA/Enron@ENRON + cc: Jennifer Medcalf/NA/Enron@Enron + Subject: FW: Fedex + +John: + +Since this message Friday at noon, have you heard anything back from John +Pattillo? Please send e-mail updates this week to both me and Jennifer +Medcalf on points a) through e) noted below. + +Thanks. + +Sarah-Joy + + -----Original Message----- +From: Will, John +Sent: Friday, December 15, 2000 12:44 PM +To: Hunter, Sarah-joy +Subject: Re: Fedex + +Sarah-Joy, +No news from John Patillo yet. + +jw + + + + + + Sarah-joy Hunter/ENRON@enronXgate 12/15/00 10:17 AM To: John +Will/NA/Enron@ENRON cc: Subject: Fedex + + +John: + +Good Morning! + +Per our conversation yesterday, you had noted that John Pattillo would be +getting back to you with his decision as to how he would approach FEDEX with +an Enron counteroffer. Any news on this? + +Also, thanks for leaving voicemail/e-mail messages to keep me in the loop +regarding: + +a) John Pattillo's decision 12/14; +b) Carmen's feedback by close of business Monday 12/18 +c) what you finally decide to do before leaving for the holidays 12/22 +d) if you follow up on George Wasaff's offer to fly to Memphis next week if +necessary +and e) if you need to pull back on Enron's contracts with Fedex. + + +Appreciate it. + +Sarah-Joy + + +" +"arnold-j/all_documents/131.","Message-ID: <14075623.1075849627296.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 08:10:00 -0800 (PST) +From: linda.zhou@enron.com +To: jeff.youngflesh@enron.com +Subject: Confirmation of your order +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Linda Zhou +X-To: Jeff Youngflesh +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +This is an automatic confirmation of the order you have placed using IT +Central. + + +Request Number: ECTH-4S5TZN +Order For: Jeff Youngflesh + + + +Compaq iPAQ handheld PC, H3650 Pocket PC. CPQ Item number: 170294-001. +Compaq iPAQ PKT PC Expansion Jacket for H3650. CPQ Item number: 170338-B21. +Compaq iPAQ USB CRADLE. CPQ Item number: 176481-B21. +Sierra wireless modem: ""Aircard 300"". Item # unknown. Enron IT Purchasing" +"arnold-j/all_documents/132.","Message-ID: <10256573.1075849627320.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 08:33:00 -0800 (PST) +From: derryl.cleaveland@enron.com +To: george.wasaff@enron.com, kelly.higgason@enron.com, robert.johansen@enron.com, + calvin.eakins@enron.com, jennifer.medcalf@enron.com, + john.gillespie@enron.com +Subject: NEPCO / GSS Meeting, December 14th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Derryl Cleaveland +X-To: George Wasaff, Kelly Noel Higgason, Robert Johansen, Calvin Eakins, Jennifer Medcalf, John Gillespie +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Please find below our trip report to NEPCO last week. + +Thanks, + +Derryl Cleaveland +Global Strategic Sourcing - Operations +Work: 713.646.7024 +Cell: 713.301.8980 +----- Forwarded by Derryl Cleaveland/NA/Enron on 12/18/2000 04:31 PM ----- + + Roy Hartstein + 12/18/2000 12:32 PM + + To: gregt@NEPCO.com + cc: Derryl Cleaveland/NA/Enron@ENRON, James C +Davis/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, ron.l.smith@enron.com@Enron, +Amanda Becher/NA/Enron@Enron, John Will/NA/Enron@ENRON, Peter +Goebel/NA/Enron@Enron, Shirley Jo Dickens-Wilson/NA/Enron@ENRON, Michael +Kushner/NA/Enron@ENRON, Daniel Coleman/NA/Enron@ENRON, Tracy +Ramsey/EPSC/HOU/ECT@ECT, Bruce Martin/NA/Enron@ENRON, Janet +Lind/ENRON@enronXgate + Subject: NEPCO / GSS Meeting, December 14th + +Greg, + + I really appreciated the time you spent with Derryl and I last week. It was +an excellent start to developing the significant opportunities that will +benefit both GSS and NEPCO. I look forward to continuing to work with you to +deliver value to the NEPCO bottom line. + + I have attached meeting minutes from last Thursday's meeting, including +action items for some of the areas we discussed. One of the action items is +to set a follow up in January for a GSS analytical team to gather data in +your offices, and to begin developing specific supply strategies. I met with +the other SPLs this morning and identified the team members we would plan to +send. At the moment we would like to target January 30th and 31st for our +follow-up. I will work with the team to develop a specific agenda for that +visit and will forward it to you by January 8th. + + Please let me know if you have any additions, deletions or changes to the +attached minutes. + + Happy Holidays, + + Roy Hartstein + Director, Sourcing Portfolio Leader + Global Strategic Sourcing +" +"arnold-j/all_documents/133.","Message-ID: <13118437.1075849627344.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 09:49:00 -0800 (PST) +From: kim.godfrey@enron.com +To: bob.jordan@compaq.com, david.spurlin@compaq.com +Subject: Compaq / EBS Relationship +Cc: jim.crowder@enron.com, everett.plante@enron.com, tracy.prater@enron.com, + derrick.deakins@compaq.com, gil.melman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jim.crowder@enron.com, everett.plante@enron.com, tracy.prater@enron.com, + derrick.deakins@compaq.com, gil.melman@enron.com +X-From: Kim Godfrey +X-To: bob.jordan@compaq.com, david.spurlin@compaq.com +X-cc: Jim Crowder, Everett Plante, Tracy Prater, derrick.deakins@compaq.com, Gil Melman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +David and Bob, + +We look forward to working with you to strengthen the Compaq and EBS +relationship. EBS has identified potential server business opportunities +(storage, streaming media) where our two organizations can work together. +After our meeting on Dec 14th, EBS now understands to utilize David Spurlin +as the point person for these communications. EBS had prior direction from +Compaq to direct our discussions to Derrick Deakins, Rob Senders, Keith +McAuliffe or Kent Major. Tracy Prater and myself look forward to spending +additional time with David to ensure that he is aware of the EBS business +opportunities and issues. + +EBS had invested significant dollars, time and energy with Compaq to develop +the streaming media server solutions. We discussed during the Dec 14th +meeting that there are decisions to be made regarding the existing Product +and Server Supply Agreement that are contingent on those streaming media +solutions. EBS and Compaq have both acted in good faith to achieve the +intent of the Product and Server Supply Agreement in pursuing these +solutions. To that end, EBS has had internal discussions regarding the +appropriate next steps to further our relationship. + +The January 2000 Product and Service Supply Agreement is the legal framework +for our relationship until both parties mutually agree to change. Until +those changes are made: +1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq +was invoiced for the 2000 Minimum Annual Purchase of ECI Services on November +7, 2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice +amount. EBS expects payment for the total invoice as outlined in Section 3.0 +on or before December 31,2000. +2) Potential for Agreement Termination: Prior to the Dec 14th meeting, +Compaq (Keith and Rob) have discussed this with EBS (Jim Crowder, myself). +The understanding between both Parties was that EBS would need a written +notice and payment by Compaq of $2,500,000. The concept to start over with a +new contractual agreement was again discussed during the Dec 14th meeting. +EBS strongly believes in the value of the Compaq and EBS relationship, if +Compaq believes that to start over with a new agreement is necessary then we +look forward to working with Compaq to achieve that goal. + +Again, we look forward to working with yourselves to identify and create +strategic business opportunities for both EBS and Compaq. + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354" +"arnold-j/all_documents/134.","Message-ID: <28964864.1075849627373.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 10:11:00 -0800 (PST) +From: brad.nebergall@enron.com +To: colleen.koenig@enron.com +Subject: Re: Broadband opportunity with Corestaff +Cc: jennifer.medcalf@enron.com, mike.rogala@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +Bcc: jennifer.medcalf@enron.com, mike.rogala@enron.com +X-From: Brad Nebergall +X-To: Colleen Koenig +X-cc: Jennifer Medcalf, Mike Rogala +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Colleen, + +Thanks for the heads up on this. We would be pleased to look into this whe= +n=20 +the time is right from your perspective. Let us know. Please follow-up= +=20 +with Mike Rogala or me. + +FYI - there were some conversations with ProStaff earlier this year around= +=20 +the same topic and I believe the conclusion was that their bandwidth needs = +to=20 +were too small to be interesting. I would recommend that we get some sizi= +ng=20 +info from Corestaff up front so we can determine whether it is worth their= +=20 +time and ours. =20 + +Thanks again, + +Brad + + + + +=09Colleen Koenig@ENRON +=0912/18/00 05:23 PM +=09=09=20 +=09=09 To: Brad Nebergall/Enron Communications@Enron Communications +=09=09 cc: Jennifer Medcalf/NA/Enron@Enron +=09=09 Subject: Broadband opportunity with Corestaff + +Brad, +As you are aware, Enron has recently signed an agreement with Corestaff for= +=20 +temporary staffing services. Our group, Global Strategic Sourcing Business= +=20 +Development, is now working with Corestaff from a cross-sell prospective. = +=20 +Corestaff has a contract with MCI for broadband services that will be comin= +g=20 +up this year for renegotiation. In the coming month, we would like to=20 +facilitate a meeting with the EBS contacts you determine and the Corestaff = +IT=20 +contacts. + +Nationally, Corestaff has 100 offices and its parent company, The Corporate= +=20 +Services Group, has 348 offices located in Great Britain, France and Spain.= + =20 +For your reference, I've also included the original all-Enron e-mail=20 +regarding the Corestaff alliance. =20 + +Colleen Koenig +Analyst +Global Strategic Sourcing, Business Development +713.345.5326=20 + + +----- Forwarded by Colleen Koenig/NA/Enron on 12/18/2000 05:15 PM ----- + +=09Cindy Olson Executive VP Human Resources & Community Relations +=09Sent by: Enron Announcements +=0912/12/2000 06:50 PM +=09=09 +=09=09 To: All Enron Employees United States +=09=09 cc:=20 +=09=09 Subject: Improved Process for Engaging Temporary Workers + Cindy Olson Executive VP + Human Resources & Community Relations =20 + +As you are aware, Enron utilizes temporary staffing services to satisfy=20 +staffing requirements throughout the company. For the past several months,= + a=20 +project team, representing Enron=01,s temporary staffing users, have resear= +ched=20 +and evaluated alternative Managed Services programs to determine which sour= +ce=20 +would best meet our current and future needs in terms of quality, performan= +ce=20 +and cost containment objectives. The Business Unit Implementation Project= +=20 +Team members are:=20 + +Laurie Koenig, Operations Management, EES +Carolyn Vigne, Administration, EE&CC +Linda Martin, Accounting & Accounts Payable, Corporate +Beverly Stephens, Administration, ENA +Norma Hasenjager, Human Resources, ET&S +Peggy McCurley, Administration, Networks +Jane Ellen Weaver, Enron Broadband Services +Paulette Obrecht, Legal, Corporate +George Weber, GSS + +In addition, Eric Merten (EBS), Kathy Cook (EE&CC), Carolyn Gilley (ENA),= +=20 +Larry Dallman (Corp/AP), and Diane Eckels (GSS) were active members of the= +=20 +Selection Project Team. + +As a result of the team=01,s efforts, we are pleased to announce the beginn= +ing=20 +of a strategic alliance with CORESTAFF=01,s Managed Services Group. This g= +roup=20 +will function as a vendor-neutral management entity overseeing all staffing= +=20 +vendors in the program scope. They will also provide a web based online=20 +technology tool that will enhance the ordering and reporting capabilities. = +=20 +The goal of our alliance with CORESTAFF is to make obtaining a temporary=20 +worker with the right skills and experience easier while protecting the bes= +t=20 +interests of the organization.=20 + +We plan to implement Phase I of this improvement effective January 2, 2001.= + =20 +This Phase I of the implementation will encompass administrative/clerical= +=20 +temporary workers at the Houston locations only. If you currently have=20 +administrative/clerical temporary workers in your department, the enhanceme= +nt=20 +will not affect their position. In an effort to preserve relationships, all= +=20 +current staffing vendors will be invited to participate in this enhanced=20 +program. CORESTAFF shares our commitment to minimize any disruptions in=20 +service during this transition.=20 +=20 +We expect to incorporate the administrative/clerical workers in Omaha,=20 +Seattle and Portland in Phase II, which is scheduled for February, 2001. T= +he=20 +scope and timing of any additional phases will be determined after these tw= +o=20 +phases have been completed. + +Realizing the impact that the temporary workforce has in business today, we= +=20 +selected CORESTAFF=01,s Managed Services Group based on their exceptional= +=20 +management team, commitment to quality service, and creative solutions to o= +ur=20 +staffing needs. The relationship promises to offer Enron a cost effective= +=20 +and simple means for obtaining temporary employees. + +In the coming weeks, Enron and CORESTAFF=01,s Managed Services Group will b= +e=20 +communicating to Enron=01,s administrative/clerical temporary staffing vend= +ors=20 +about the new process. =20 + +There are many benefits to this new Managed Services program, which are=20 +outlined on the attached page. More details on how to utilize CORESTAFF=01= +,s=20 +Managed Services program will be announced soon and meetings will be=20 +scheduled to demonstrate the reporting system and to meet the Managed=20 +Services team. + +What is Managed Services? + +CORESTAFF=01,s Managed Services program includes: + +? Vendor-neutral management model +? Equal distribution of staffing orders to all staffing partners +? Web-based application with online ordering, data capture and customized= +=20 +reporting +? Benchmarking and performance measurement for continuous improvement +? Methodologies for accurate skill-matching and fulfillment efficiencies=20 + +Key Benefits + +? More vendors working on each order from the outset =01) faster access to= +=20 +available talent pools +? Standardized mark-ups and fees to manage costs more effectively +? Online access to requisition status for users=20 +? Robust databases offering managers enhanced tracking and reporting of=20 +temporary usage and expenditures +? Standard and customized reporting capabilities -- online +? Tenured, experienced Managed Services team on-site to assist users in=20 +accessing web site, identifying usage trends, preparing specialized reports= +,=20 +etc. =20 + +Corestaff/Managed Services/Staffing + +Joseph Marsh =01) Lead / Operations (josephm@corestaff.com; 713-438-1400) +Amy Binney, Sharon B. Sellers =01) Operations +Cherri Carbonara =01) Marketing / Communications +Cynthia Duhon =01)Staffing Partner management + + + + +" +"arnold-j/all_documents/135.","Message-ID: <4775008.1075849627474.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 05:00:00 -0800 (PST) +From: marketing@sparesfinder.com +To: marketing@sparesfinder.com +Subject: sparesFinder named in Sunday Times top 100 e-League +Cc: brien@sparesfinder.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +Bcc: brien@sparesfinder.com +X-From: ""marketing"" +X-To: ""Marketing"" +X-cc: ""Webster O'Brien"" +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +? +sparesFinder Friends +? +In their quarterly review, The Sunday Times and Bathwick Group have ranked= +=20 +sparesFinder at number 47 of Europe's top 100 e-businesses, dubbed the=20 +""e-League"". We are delighted to be named and to debut more than half way u= +p=20 +the list. (For those of you receiving this message in plain text, you can= +=20 +find the e-League commentary page at=20 +http://www.bathwick.com/ir/eleague/commentary.shtml) +? +Please note the mention we get in paragraph two, as ""a young company with = +a=20 +great concept,"" in the update commentary below. For the full review, just= +=20 +click on the Top 100 and see sparesFinder at 47. You'll also see us in The= +=20 +Sunday Times itself when the e-League is printed in the new year. +? +Coming on the heels of recent reviews from Schroder Salomon Smith Barney a= +nd=20 +Goldman Sachs, this is further good news and endorsement for the=20 +sparesFinder initiative. Thank you for your support and?role in helping ma= +ke=20 +this happen.=20 +? + + + +The Sunday Times +e-League home +in association with +The Bathwick Group + +Click below to view the NEW top 100 + +To Top 100 + + + +E-league Contents- - - - - - - - - - - - - - - - -- Assessment criteria- Ha= +ve=20 +your say- Email subscription + +Previous Rankings- - - - - - - - - - - - - - - - -- Launch - 2 July 2000- 6= +=20 +Aug 2000 + +E-league Sponsors- - - - - - - - - - - - - - - - -CazenoveHewlett PackardKP= +MG +Oracle + +Disclaimer + +Return to Bathwick Investment Research + +[IMAGE] +The e-league is updated on a regular basis. If you would like to receive= +=20 +updates please register today.=20 + +=09 +=09 +=09Brief commentary - October update +=09This update sees one notable exit =01) that of Boxman.com from no.20 la= +st time=20 +(August). Boxman had a good management team, business model, cost control,= +=20 +and customer base, but was a victim of over-ambition and negative investor= +=20 +sentiment in the light of long or lengthening periods of losses. Others=20 +will probably follow over the coming months. +=09 +=09As with the last update, though, there's more good news than bad =01) n= +ew=20 +entries include a number of strong b2b companies, including =20 +Sparesfinder.com, a young company with a great concept for cutting costs f= +or=20 +heavy industries. +=09 +=09On a general note, The standard of companies in the e-league (against w= +hich=20 +all are judged) continues to improve, and scores have been adjusted to=20 +reflect the improving average. +=09 +=09There are still some notable exceptions that warrant a place in the lea= +gue,=20 +but from which we have been so far unable to obtain sufficient data for th= +e=20 +assessment, including many continental European companies such as=20 +Chateauonline, and Mercateo and other UK companies like Medexonline.=20 +=09 +=09Future developments will include more analysis of individual market sec= +tors =20 +and the addition of selected company profiles =01) we will provide more de= +tails=20 +on this site over the next month. +=09 +=09 +=09 +=09The Sunday Times and The Bathwick Group would like to extend their than= +ks to=20 +the sponsors of the e-League +=09 +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] +=09[IMAGE] =20 +=09 +=09 +=09 +=09 +=09=09 +=09=09 +=09=09 +=09=09[IMAGE] +=09=091 +=09=09?band-x.com=20 +=09=092 +=09=09?mondus.com=20 +=09=093 +=09=09?deal4free.com=20 +=09=094 +=09=09?jobserve.com=20 +=09=095 +=09=09?silicon.com=20 +=09=096 +=09=09?wgsn.com=20 +=09=097 +=09=09?beenz.com=20 +=09=098 +=09=09?moreover.com=20 +=09=099 +=09=09?sportal.com=20 +=09=0910 +=09=09?vavo.com=20 +=09=0911 +=09=09?thinknatural.com=20 +=09=0912 +=09=09?europeaninvestor.com=20 +=09=0913 +=09=09?streetsonline.co.uk=20 +=09=0914 +=09=09?blackstar.co.uk=20 +=09=0915 +=09=09?tiss.com=20 +=09=0916 +=09=09?netdoktor.com=20 +=09=0917 +=09=09?sharepeople.com=20 +=09=0918 +=09=09?goindustry.com=20 +=09=0919 +=09=09?peoplesound.com=20 +=09=0920 +=09=09?kelkoo.com=20 +=09=09 +=09=09 +=09=09To view the full Top 100 table click here. =20 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09 +=09=09" +"arnold-j/all_documents/136.","Message-ID: <24917045.1075849627545.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 02:22:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jeff.gooden@compaq.com, david.spurlin@compaq.com, bob.jordan@compaq.com +Subject: RE: Compaq / EBS Relationship +Cc: jim.crowder@enron.com, tracy.prater@enron.com, gil.melman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jim.crowder@enron.com, tracy.prater@enron.com, gil.melman@enron.com +X-From: Kim Godfrey +X-To: Jeff.Gooden@compaq.com, david.spurlin@compaq.com, bob.jordan@compaq.com +X-cc: Jim Crowder, Tracy Prater, Gil Melman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jeff, + +As of Dec 14th, Enron received the message regarding David Spurlin greater +involvement in the EBS relationship. In the past, EBS had included David on +the direction of our relationship and not the details. Our prior direction +was to have Derrick Deakins as our key point of communication. + +In regards to your comment about amending the Agreement. I would like to +fill yourself, David and Bob in on some history. During the meetings in +August 2000, EBS and Compaq reviewed the Agreement line by line and +identified 5 sections to be clarified / amended. There was a group of at +least 8 Compaq attendees (Chris Sweet took extensive notes for Compaq). Both +EBS and Compaq agreed on the methodology to calculate the value of the Compaq +Minimum Annual Spend of EBS Services. Spreadsheets were exchanged between +both Parties and the amounts were agreed upon. A significant amount of time +was spent in this process between August through October. EBS and Compaq +(Derrick Deakins) developed contract language to clarify the outstanding 5 +sections. This contract amendment was sent to Compaq (Rob and Derrick) for +comments in November. EBS has not heard anything regarding the language. +During the course of these discussions, EBS agreed to concede on certain +points of interpretation on the Server Purchase Agreement and Compaq agreed +to work with EBS to achieve revenue recognition in 2000. The EBS +concessions were used by both Parties to develop the methodology to calculate +the Compaq Minimum Spend toward EBS Services. This was reason for the +development of the EBS Consulting Payment ($832,000). + +EBS looks forward to the resolution of these issues and moving forward with +our relationship. + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354 + + + + Jeff.Gooden@compaq.com + 12/18/00 07:58 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: + Subject: RE: Compaq / EBS Relationship + +Kim, + +Thank you for including me in this email...I agree, without question, Dave +Spurlin ""Owns"" the Enron/Compaq relationship, from Compaq's perspective. +All matters should go through Dave...Thank you, this will make your life +easier. + +Although I was not in the entire meeting with yourself, Keith and Rob; My +reaction was that this agreement needs to be amended to protect both Enron +and Compaq. We are both exposed to potential unnecessary pitfalls that are +clearly evident in the original agreement. + +We look forward to resolving this issue, amending this agreement, and moving +forward in the partnership between Enron and Compaq. + +Sincerely, + +Jeff Gooden +Enterprise Sales Manager +Compaq Computer Corporation +(281) 927-3500 + + +-----Original Message----- +From: Kim_Godfrey@enron.net [mailto:Kim_Godfrey@enron.net] +Sent: Monday, December 18, 2000 5:54 PM +To: Gooden, Jeff +Subject: Compaq / EBS Relationship + + + + +Jeff, + +David asked that I include you in future Emails. + +thanks, + +Kim G +----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 05:57 PM +----- +|--------+-----------------------> +| | Kim Godfrey | +| | | +| | 12/18/00 | +| | 05:49 PM | +| | | +|--------+-----------------------> + +>--------------------------------------------------------------------------- +-| + | +| + | To: bob.jordan@compaq.com, david.spurlin@compaq.com +| + | cc: Jim Crowder/Enron Communications@Enron Communications, +| + | Everett Plante/Enron Communications@Enron Communications, Tracy +| + | Prater/Enron Communications@Enron Communications, +| + | derrick.deakins@compaq.com, Gil Melman/Enron Communications@Enron +| + | Communications +| + | Subject: Compaq / EBS Relationship +| + +>--------------------------------------------------------------------------- +-| + + + +David and Bob, + +We look forward to working with you to strengthen the Compaq and EBS +relationship. EBS has identified potential server business opportunities +(storage, streaming media) where our two organizations can work together. +After +our meeting on Dec 14th, EBS now understands to utilize David Spurlin as the +point person for these communications. EBS had prior direction from Compaq +to +direct our discussions to Derrick Deakins, Rob Senders, Keith McAuliffe or +Kent +Major. Tracy Prater and myself look forward to spending additional time +with +David to ensure that he is aware of the EBS business opportunities and +issues. + +EBS had invested significant dollars, time and energy with Compaq to develop +the +streaming media server solutions. We discussed during the Dec 14th meeting +that +there are decisions to be made regarding the existing Product and Server +Supply +Agreement that are contingent on those streaming media solutions. EBS and +Compaq have both acted in good faith to achieve the intent of the Product +and +Server Supply Agreement in pursuing these solutions. To that end, EBS has +had +internal discussions regarding the appropriate next steps to further our +relationship. + +The January 2000 Product and Service Supply Agreement is the legal framework +for +our relationship until both parties mutually agree to change. Until those +changes are made: +1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq +was +invoiced for the 2000 Minimum Annual Purchase of ECI Services on November 7, +2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice +amount. EBS expects payment for the total invoice as outlined in Section +3.0 on +or before December 31,2000. +2) Potential for Agreement Termination: Prior to the Dec 14th meeting, +Compaq +(Keith and Rob) have discussed this with EBS (Jim Crowder, myself). The +understanding between both Parties was that EBS would need a written notice +and +payment by Compaq of $2,500,000. The concept to start over with a new +contractual agreement was again discussed during the Dec 14th meeting. EBS +strongly believes in the value of the Compaq and EBS relationship, if Compaq +believes that to start over with a new agreement is necessary then we look +forward to working with Compaq to achieve that goal. + +Again, we look forward to working with yourselves to identify and create +strategic business opportunities for both EBS and Compaq. + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354 + + +" +"arnold-j/all_documents/137.","Message-ID: <21476230.1075849627569.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 02:26:00 -0800 (PST) +From: kim.godfrey@enron.com +To: bob.jordan@compaq.com, david.spurlin@compaq.com, jeff.gooden@compaq.com +Subject: Server Agreement Amendment Language +Cc: bryan.williams@enron.com, jim.crowder@enron.com, gil.melman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: bryan.williams@enron.com, jim.crowder@enron.com, gil.melman@enron.com +X-From: Kim Godfrey +X-To: bob.jordan@compaq.com, david.spurlin@compaq.com, jeff.gooden@compaq.com +X-cc: Bryan Williams, Jim Crowder, Gil Melman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Bob, David and Jeff, + +Please find the following EMail as a piece of the EBS / Compaq history. +This is the amendment language developed to address the five clarification +points rasied during the EBS / Compaq meetings in August and September +2000. These meetings were held to gain mutual understanding and clearly +identify the requirements of the January 2000 Product and Server Supply +Agreement. + +Bob, I appreciated the honesty and perspective shared between us this +morning. I look forward to resolution of these perspectives. + +thanks, + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 12/19/00 08:42 AM ----- + + Kim Godfrey + 11/30/00 07:16 PM + + To: derrick.deakins@compaq.com + cc: Bryan Williams/Enron Communications@Enron Communications + Subject: Server Agreement Amendment Language + +Derrick, + +Please find attached proposed language for the Amendment to address the four +items that we discussed today in our Conference Call. We believe that this +will achieve discussed changes to the Server Purchase and Product Supply +Agreement. We look forward to resolving this in a timely fashion and thank +you in advance for your assistance. + + + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354" +"arnold-j/all_documents/138.","Message-ID: <5973279.1075849627592.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 06:28:00 -0800 (PST) +From: kim.godfrey@enron.com +To: larry.ciscon@enron.com, jeff.youngflesh@enron.com, steve.pearlman@enron.com, + greg.reynolds@enron.com, jennifer.medcalf@enron.com +Subject: Avaya - Preparation Meeting EB4598A +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Godfrey +X-To: Larry Ciscon, Jeff Youngflesh, Steve Pearlman, Greg Reynolds, Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + + Strategy meeting to prepare for the Avaya discussions on January 8th. + +Jeff - Would you please send out the details for the Weds Jan 10th meeting so +we can plan travel, etc ? + +Greg - We will call you from the phone in the conference room ? + +thanks, Kim " +"arnold-j/all_documents/139.","Message-ID: <29894641.1075849631229.JavaMail.evans@thyme> +Date: Fri, 5 Jan 2001 09:34:00 -0800 (PST) +From: bob.shults@enron.com +To: richard.lewis@enron.com, john.lavorato@enron.com, jeffrey.shankman@enron.com, + paul.mead@enron.com, david.gallagher@enron.com, + gregor.baumerich@enron.com, john.arnold@enron.com, + jim.fallon@enron.com +Subject: EnronOnline Broker Client +Cc: andy.zipper@enron.com, michael.bridges@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: andy.zipper@enron.com, michael.bridges@enron.com +X-From: Bob Shults +X-To: Richard Lewis, John J Lavorato, Jeffrey A Shankman, Paul Mead, David Gallagher, Gregor Baumerich, John Arnold, Jim Fallon +X-cc: Andy Zipper, Michael.bridges@enron.com +X-bcc: +X-Folder: \John_Arnold_Oct2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Recently we signed Letters of Interest (LOI's) with three brokers. The +letters contemplate our interest in providing these brokers with the ability +to execute on behalf of their customers on EnronOnline. Below are the terms +of these transactions as outlined in the LOI's. I have contacted many of the +desk heads prior to entering into the LOI's and outlined the general terms of +these transactions (J Arnold, J Nowlan, K McGowan, U Ek, S Hastings, K +Presto,J Hawthorn). We are also in discussions with the following brokers E +D & F Man (US Gas and US Power), GFI (global gas, power, coal and emissions), +PVM (European Crude and Products), and Prebon (world-wide gas & power). We +would appreciate if you could give us the names of additional brokers we +could talk to that are active in your products. + +Please pay particular attention to the Amerex terms which include the ability +to initiate executions telephonically using website prices. Enrons +obligation to transact telephonically on website prices are good faith only. +This term allows Amerex to get around a exclusivity clause with Altra which +they are trying to negotiate out of. + +Please review the terms and contact me at (ext 3-0397) concerning any +comments or concerns that need to be addressed prior to the execution of +definitive agreements. + +Amerex Natural Gas I, Ltd./Amerex Power, Ltd. + + Products: Worldwide Gas, Power, Crude, Crude Products and Bandwidth + Broker Fee: No fee for transactions executed on EnronOnline (or initiated +with a website price) + Other: Ability to initiate execution telephonically using a website price +with good faith effort by Enron. + License Fee: $250,000 + Term: One year + Liquidated Damages: Payable on broken transactions up to dollar amount of +collateral deposit and accounts payable due to broker. No limit on +Broker fraud or misrepresentation. + +Natsource LLC + + Products: US Gas and US Power + Broker Fee: No fee for transactions executed on EnronOnline + License Fee: $250,000 + Term: One year + Liquidated Damages: Payable on broken transactions up to dollar amount of +collateral deposit and accounts payable due to broker. No limit on +Broker fraud or misrepresentation. + +Power Merchant Group + + Products: Nymex Natural Gas + Broker Fee: No fee for transactions executed on EnronOnline + License Fee: $100,000 + Term: One year + Liquidated Damages: Payable on broken transactions up to dollar amount of +collateral deposit and accounts payable due to broker. No limit on +Broker fraud or misrepresentation. +" +"arnold-j/all_documents/1398.","Message-ID: <1286008.1075863710551.JavaMail.evans@thyme> +Date: Sun, 8 Oct 2000 07:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: mbarksda@ems.jsc.nasa.gov +Subject: RE: (no subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Barksdale, Melanie R."" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please call me at 713 557 3330" +"arnold-j/all_documents/1399.","Message-ID: <4896964.1075863710607.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Premonition? + + + =20 +=09 +=09 +=09From: Jennifer Fraser 10/04/2000 03:01 PM +=09 + +To: John Arnold/HOU/ECT@ECT +cc: =20 +Subject:=20 + British Trader Sentenced to Prison + + +this could be you + +British Trader Sentenced to Prison=20 + + By Jill Lawless + Associated Press Writer + Tuesday, Oct. 3, 2000; 2:07 p.m. EDT + + LONDON =01)=01) A futures trader who bet the wrong way on= + U.S. + unemployment figures, and destroyed a company in 92=20 +minutes, was + sentenced Tuesday to more than three years in jail.=20 + + ""The position got worse and he was just numb,"" a defense= +=20 +attorney said, + comparing the debacle to a bad night at a roulette wheel.= +=20 + + Stephen Humphries, 25, formerly a trader at Sussex Future= +s=20 +Ltd., sank + the company with losses of $1.1 million.=20 + + ""During that afternoon of Friday, Aug. 6, 1999, during a= +=20 +period of one + hour, 32 minutes, the company's hard-earned reputation an= +d=20 +value was + destroyed at a stroke ... by the fraudulent trading=20 +activity of one man, + Stephen Humphries,"" said prosecution lawyer Martin Hicks.= +=20 + + Humphries pleaded guilty to one count of fraudulent=20 +trading. Judge Denis + Levy sentenced him to three years and nine months in=20 +prison.=20 + + Southwark Crown Court heard testimony that Humphries ran = +up=20 +the + losses by trading futures contracts in government bonds,= +=20 +and repeatedly + lied to superiors about his trades.=20 + + When worried colleagues left to summon the firm's senior= +=20 +broker, + Humphries fled the building.=20 + + After the huge one-day loss, the company's creditor banks= +=20 +balked and a + financial regulator was called in. Sussex Futures =01) wh= +ich=20 +employed 70 + brokers =01) ceased trading three months later with losse= +s of=20 +$3.4 million.=20 + + The court was told that Humphries' trading losses began o= +n=20 +the morning of + Aug. 6, wiping out two-thirds of his $25,000 trading=20 +deposit by lunchtime. + + The situation worsened at 1:30 p.m., when U.S. economic= +=20 +figures were + released showing no increase in the unemployment rate. Th= +e=20 +data made + U.S. interest rates more likely to rise and reduced the= +=20 +value of + fixed-interest investments such as British government=20 +bonds.=20 + + Nonetheless, Humphries continued to buy, in quantities th= +at=20 +exceeded his + trading ceiling. Questioned by co-workers about the large= +=20 +trades going + through his account, Humphries said he was in the process= +=20 +of selling out.=20 + + By the time he fled, he held more than 100 times his=20 +trading limit in futures. + + ""In the course of an afternoon ... you ruined not only yo= +ur=20 +own career, but + the career of many others and you caused a prosperous=20 +company, Sussex + Futures Limited, to go into liquidation, causing loss to= +=20 +the company which + trusted you and employed you,"" said the judge.=20 + + Defense lawyer Simon Ward said Humphries had been under= +=20 +intense + financial pressure and was ""deeply sorry.""=20 + + He had lost a previous job when a trading company he work= +ed=20 +for went + under =01) also at the hands of a rogue trader.=20 + + He had taken out large bank loans, amassed a substantial= +=20 +credit-card debt + and had borrowed from his father's life savings. He and h= +is=20 +partner, with + whom he had two children, had a third baby die, a blow th= +at=20 +affected + Humphries' judgment, Ward said.=20 + + ""This is a tragic and very upsetting case,"" said Ward. ""H= +e=20 +was 24, under + intense financial and personal pressure and, in effect,= +=20 +lost his head at the + roulette table.""=20 + + , Copyright 2000 The Associated Press=20 + + Back to the top=20 + +" +"arnold-j/all_documents/14.","Message-ID: <32362089.1075849624300.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 10:13:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: chaz.vaughan@enron.com, stephen.morse@enron.com +Subject: EBS opp'ty w/BMC +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Chaz Vaughan, Stephen Morse +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Chaz & Steve, + +I was able to review our recently completed conference call w/BMC with +Jennifer Medcalf. + +During the call, Bernie Goicoechea and Ann(e?) Munson expressed that during +their last few months of interaction with Enron Net Works, they have +attempted to understand the exact issues and concerns which Net Works has +with regard to selection/use of BMC's products. Bernie voiced that he hasn't +been able to get more detail on the problems or nature of concerns that Net +Works has, beyond what you and I know. The BMC account team feels that +without specifics, they cannot address the issues accurately or in a timely +fashion. + +The Enron Net Works team has expressed concern that various BMC products are +not Windows 2000 certified (at least, not the ones they are focused on, and +not in writing). Net Works also have some other concerns relative to the +(Net Works) team's feelings that the BMC products (in some areas) ""...haven't +kept up with the industry"", and that they (Net Works) have some residual +issues with the BMC account support in general. Bottom Line, expressed by +Net Works, is that there is a low probability of their purchasing enough BMC +software product this year to enable EBS to clinch its deal with BMC. + +You related Jim Crowder's suggestion related to the use of indemnification +and liquidated damages clauses being implemented. Jennifer and I discussed +this situation, and our meetings with your team, in context. We have a +possible alternative for you to consider: perhaps EBS might provide a hedge +for Net Works in the form of ""advance purchase"" of BMC product. + +For example, EBS is poised to buy about $1 million worth of BMC software, but +needs to show BMC a firm purchase commitment for about $3 million in total +Enron purchases from BMC. A way in which you could reach the $3 million mark +with BMC; while also allowing the relationships between Net Works and BMC +time to ""click"" might be this: EBS buys all $3 million worth of BMC +software, but $1 million is used to actually take product now, and the other +$2 million is used as a ""future purchases"" fund, in which EBS buys, but does +not take immediate delivery of, the (remaining $2 million worth of) current +software... + +THEN, future Enron Net Works (and any other ENE business unit) purchases of +BMC software would be executed such that EBS is paid, and the software is +delivered from/by BMC. That way, EBS gets its $2 million back, the other +business units aren't spending any of today's dollars for product which they +seem to have some concerns about (but they can get current/certified product +when they need it in the future). In addition, you secure the business with +BMC right now. I'm sure you could also figure out how to account for the +time value of money in this, so that there is further leverage advantage to +you. + +If all else fails, you may wish to consider something like this...In the +meantime, we will continue along the current path and keep you posted on +progress. + +Thanks, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/all_documents/140.","Message-ID: <28734315.1075849631262.JavaMail.evans@thyme> +Date: Thu, 22 Feb 2001 08:20:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Oct2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +rent tix" +"arnold-j/all_documents/1400.","Message-ID: <27809873.1075863710681.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeannine.peaker@idrc.org +Subject: RE: (no subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeannine Peaker +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am not who you think I am. I have never been in IDRC nor am I in the +profession. +Thx, +John + + + + +Jeannine Peaker on 09/12/2000 02:09:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: (no subject) + + + +We are still showing you as an Active member of IDRC. Do you wish to resign +from the membership? + +-----Original Message----- +From: jarnold@ect.enron.com [mailto:jarnold@ect.enron.com] +Sent: Tuesday, September 12, 2000 1:59 PM +To: Jeannine Peaker +Subject: (no subject) + + +Remove me from your mailing list please. + +" +"arnold-j/all_documents/1401.","Message-ID: <20862905.1075863710704.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 11:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Re Larry May - REVISED +Cc: susan.scott@enron.com, dutch.quigley@enron.com, jeffrey.gossett@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: susan.scott@enron.com, dutch.quigley@enron.com, jeffrey.gossett@enron.com +X-From: John Arnold +X-To: Frank Hayden +X-cc: Susan M Scott, Dutch Quigley, Jeffrey C Gossett +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +Susan Scott, Larry's risk manager, will compile and send you a spreadsheet of +total p&l minus new deal p&l since June 1. Can you review this data and +compare it to the respective VAR numbers for these dates. I think you will +see the VAR numbers way overestimate his p&l volatility. +John + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 07/14/2000 05:17 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re Larry May - REVISED + + +John, +I apologize for the delay in responding, I was in class today. +We are having difficulty backtesting Larry May's VaR. It looks as if during +the month of June, the book administor loaded the spreadsheets into ERMS but +assigned multiple master deal ID's. (the code is ""NG-OPT-XL-PRC"") +For example Larry May is showing the following during the month of June: +June 1st $797 million dollars loss +June 2nd +192 million dollars made +June 5th $300 million dollars made... (etc..) + +This problem makes it impossible to backtest.... + +Second, regarding a different approach, the immediate solution was the +allocation of an additional $5 million dollars of VaR, thereby temporarily +increasing your limit to $45 million. This limit increase is in effect until +July 26th. The game plan is that during this time period, a better solution +can be devised..... + +I hope this helps. +Thanks, +Frank + + + + + + +John Arnold@ECT +07/14/2000 02:33 PM +To: Frank Hayden/Corp/Enron@Enron +cc: + +Subject: + +Frank: +Just following up on two topics. +One: Larry May's book continues to run at a VAR of 2,500,00 despite the fact +his P&L is never close to that. Can you check that his exotics book +positions are being picked up in his VAR calcs. + +Second: Have you looked into applying a band-aid to the understating longer +term Vol problem until we change formulas? + +John + + + + + + +" +"arnold-j/all_documents/141.","Message-ID: <22254176.1075849631289.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: john.arnold@enron.com +To: tom.wilbeck@enron.com +Subject: RE: technical help for interviewing traders +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tom Wilbeck +X-cc: +X-bcc: +X-Folder: \John_Arnold_Oct2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +In regards to gas: +what signals do you for in determining your view? + no right answer. some examples are strength or weakness in financial basis +and index markets, customer flow, cash/futures spread, technical analysis, +storage projections, price action, etc. +what resources do you use to formulate a price view? + goal is to see how much he analyzes the fundamentals of the market + weather - does candidate look at weather models such as american, european, +and canadian operational runs or does he just subscribe to a weather +service + storage - has he built an aga forecasting model or does he just wait for +others to tell him projections + production - has candidate dug into eia production data, company specific +drilling results, or state specific (such as texas railroad commission +reports) + end of season storage number - has candidate built a longer term forecast +of where we end up in storage. +give example of complex transaction you've structured for a customer. +where is storage now relative to history? what is the highest and lowest +level we've been at in past 5 years? +what are your short, medium, and long term views of gas market? +what major basis changes have occured in the market over the past 5 years? +What do you expect in the next 5? +how should a storage operator decide whether or not to inject on any given +day? + +In regards to derivatives in order of difficulty +What are delta/gamma/theta? +if you buy a put spread, is your delta positive, negative, or zero? +Is swap price equal to simple average of futures contracts? +If interest rates go up what happens to option prices all else equal? +what is the value of a european $1 call expiring in 12 months if +corresponding futures are trading $5? +what happens to delta of an option if volatility increase? + + + +From: Tom Wilbeck/ENRON@enronXgate on 04/04/2001 11:20 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: technical help for interviewing traders + +John, +Thanks a million for your input. +I was wondering if you could outline some good responses to these questions. + +With your interpretation of a good response, or points to consider, this will +be a great resource for other interviewers. + +Thanks again, + +Tom Wilbeck +5-7536 + + -----Original Message----- +From: Arnold, John +Sent: Thursday, March 29, 2001 7:11 PM +To: Wilbeck, Tom +Subject: Re: technical help for interviewing traders + +In regards to gas: +what signals do you for in determining your view? +what resources do you use to formulate a price view? +give example of complex transaction you've structured for a customer. +where is storage now relative to history? what is the highest and lowest +level we've been at in past 5 years? +what are your short, medium, and long term views of gas market? +what major basis changes have occured in the market over the past 5 years? +What do you expect in the next 5? +how should a storage operator decide whether or not to inject on any given +day? + +In regards to derivatives in order of difficulty +What are delta/gamma/theta? +if you buy a put spread, is your delta positive, negative, or zero? +Is swap price equal to simple average of futures contracts? +If interest rates go up what happens to option prices all else equal? +what is the value of a european $1 call expiring in 12 months if +corresponding futures are trading $5? +what happens to delta of an option if volatility increase? + + + + +From: Tom Wilbeck/ENRON@enronXgate on 03/23/2001 03:35 PM +To: John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT +cc: +Subject: technical help for interviewing traders + +Jeanie Slone was telling me that you were among the best interviewers in the +trading group. Because of your expertise in this area, I was wondering if +you could help me put some technical questions together that you've found to +be effective in interviewing Gas Traders. + +Norma Hasenjager is in our Omaha office needs this information ASAP in order +to help her screen some candidates. It would be great if you could respond +to this with two or three questions that you've used in the past to select +good Gas Traders. + +Thanks for your help. + +Tom Wilbeck +EWS Training and Development + + + + +" +"arnold-j/all_documents/142.","Message-ID: <28242648.1075849631673.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 04:18:00 -0700 (PDT) +From: julie.pechersky@enron.com +To: john.arnold@enron.com +Subject: Bloomberg contract +Cc: danielle.marcinkowski@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: danielle.marcinkowski@enron.com +X-From: Julie Pechersky +X-To: John Arnold +X-cc: Danielle Marcinkowski +X-bcc: +X-Folder: \John_Arnold_Oct2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +John, +Attached is a Bloomberg contract for Scott Neal, it will have to be executed +by your department as our legal department cant sign off under this name. +I am still waiting for Bloomberg to send the paperwork to transfer yours. + +If you would like for these contracts to be sent to someone else in the +future please let me know. + +Thanks, +Julie + + + +-----Original Message----- +From: ""CONTRACTS ADMINISTRATION"" @ENRON +[mailto:IMCEANOTES-+22CONTRACTS+20ADMINISTRATION+22+20+3CCONTRACT+40bloomberg+ +2Enet+3E+40ENRON@ENRON.com] +Sent: Friday, April 20, 2001 4:44 PM +To: Pechersky, Julie +Subject: Bloomberg Contracts Attached - Urgent + +Dear Bloomberg Subscriber, + Attached please find legal documents that require your prompt +attention, signature and return to facilitate installation of +the BLOOMBERG PROFESSIONAL(TM) or related service(s). + Attached is a PDF file requiring Adobe(R) Acrobat(R)Reader +software. This free software package is publicly available at + http://www.adobe.com/ +*Important: To print the document correctly, please use the +""Shrink To Fit"" or ""Fit To Page"" option in the ""Print"" dialog +box. For assistance call our Contracts Dept. at (212) 318-2540. + + + + + - 785426-H2.pdf" +"arnold-j/all_documents/143.","Message-ID: <13206104.1075849631695.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 04:59:00 -0700 (PDT) +From: mheffner@carrfut.com +To: mike.maggi@enron.com +Subject: margin financing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: MHeffner@carrfut.com +X-To: mike.maggi@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Oct2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +we maybe slow, but we eventually get there,, + +as you know Carr has been trying to get approval from within and from Enron +finance people to create margin financing to execute & clear Nymex (and +e-nymex too) business for Enron. Well we are finally there.. +We would love the opportunity to renew our realtionship of executing and/or +clearing for you again. +We are told (by Sarah) that you would have to talk to your individual +finance person to get the particulars of this, but she told us that we are +basically approved.. If you have any question about this , please call.. +Other than that any assistance we could be to help in this , let us know.. + definitely looking forward to this opportunity to do business again. + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-2205 +Fax: 312-368-2281 +mheffner@carrfut.com +http://www.carrfut.com" +"arnold-j/all_documents/144.","Message-ID: <25980197.1075849631719.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 07:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Options Advisory Committee Meeting - May 31st +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Oct2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 02:21 +PM --------------------------- + + +""Schaefer, Matthew"" on 05/10/2001 10:52:30 AM +To: Brad Banky , David Rosenberg +, George Gero , James +Haupt , Jeff Frase , Jeff Ong +, Jim Adams , John +Arnold , Kayvan Scott Malek , Mel Mullim +, Michael Maggi , Robert Collins +, Russ Knutsen , Sanjiv Khosla +, William Coorsh +cc: +Subject: Options Advisory Committee Meeting - May 31st + + +Please be advised that there will be a meeting of the Options Advisory +Committee on Thursday, May 31, 2001 in Room 1012 on the 10th floor in the +NYMEX building. Video conference facilities will also be set up at the +NYMEX office in Houston for those who wish to participate there. The agenda +is attached. + + <> + + - OPTIONS ADVISORY COMMITTEE May 31, 2001.doc +" +"arnold-j/all_documents/145.","Message-ID: <5352030.1075849631744.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 07:52:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Oct2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +David: +Do you have a simulation set up that will allow me to simulate trades by +pushing a buy or sell button and will move the two way so i can try +simulating actual market cicumstances? + + +From: David Forster/ENRON@enronXgate on 05/08/2001 09:55 AM +To: John Arnold/HOU/ECT@ECT +cc: Savita Puthigai/ENRON@enronXgate +Subject: + + +John, + +You might recall we spoke a few weeks ago about a system with more +intelligence for out-of-hours trading than just leaving the products on Last +Trade is Mid. + +Attached is a suggestion for how such a system might work. It builds on +Offset to Last Trade functionality. + +The simplified description is: It tracks two variables: Intensity(Speed) and +Bias (Buy or Sell emphasis). As Intensity increases, the Spread increases. +As Bias increases, the Offset increases. + +I'll call later to see what you think of the idea. + +Dave + + + +Program Criteria + +The formula which defines the trading decision-making program will need to +work with several criteria/inputs/definitions. These might be: + +Intensity (Speed) - The average time between transaction attempts, regardless +of whether they are buys or sells. Measured as a moving average over the last +[Intensity Factor] transactions by comparing the timestamp of the transaction +Tibco messages for the Product. +Obviously, the lower the Intensity calculation, the higher the transaction +flow. Therefore a high Intensity number indicates low transaction flow. +Intensity Factor - The number of transactions to be included in the moving +average Intensity calculation. A possible value for this might be [4]. +#Buys - The number of Buys which have occurred. +#Sells - The number of Sells which have occured. +Transaction Count - Could be either #Buys or #Sells (whichever last occured).} +Buy Offset - The Offset value which will be applied if a Buy occurs. +Sell Offset - The Offset value which will be applied if a Sell occurs. +Offset Reversion Ratio (ORR)- The amount by which the Buy Offset should be +reduced if a Sell occurs (or amount Sell Offset should be reduced if a Buy +occurs). A possible value for this might be [0.3]. If the application of the +ORR results in a reduction of less than 1, then the reduction shall be 1. +Transaction Reversion Ratio (TRR)- The amount by which #Buys should be +reduced if a Sell occurs (or amount #Sells should be reduced if a Buy +occurs). A possible value for this might be [0.3]. If the application of the +TRR results in a reduction of less than 1, then the reduction shall be equal +to 1. +Spread Minimum - The minimum Spread value allowed. A possible value for this +might be [0.04] +Spread Maximum - The maximum Spread value allowed. A possible value for this +might be [0.50] +Offset Minimum - The minimum Offset allowed for both Buys and Sells. A +possible value for this might be [0]. +Offset Maximum -The maximum offset allowed for both Buys and Sells. A +possible value for this might be [0.50] +Initial Offset - The Buy and Sell Offset used when the program is started +Initial Spread - The Spread used when the program is started +Spread-Offset Minimum - The minimum amount by which Spread must exceed +Offset. Prevents a possible arbitrage opportunity for the customer. A +possible value for this might be [0.01] +Dead Interval - The period of time which must pass before the program will +recalculate the above Criteria, if no transactions have taken place during +the Dead Interval. A possible value for this might be [240] seconds. + +Program Outputs + +The program should output the following variables as a result of combining +the above Criteria in a user-defined Formula: + +Spread (integer) - as per current Stack Manager +Offset (integer) - as per current Stack Manager +Suspension (boolean) - Whether or not the Product should be suspended. +Normally ""False"" + + +Program Interface and Operation Principles + +The user should be provided with a GUI which will allow them to define a +relationship among the above Criteria, which will produce and apply the +Outputs to a particular Product. This relationship would be defined with +Intensity Formulas and Transaction Formulas. + +Every time a Transaction occurs, or a Dead Interval passes, the Criteria will +be recalculated and the user-defined formulas will be reviewed by the +program. If a Dead Interval passes without any transactions taking place, +then Intensity = Intensity +240 and #Buys=#Buys-TRR and #Sells=#Sells-TRR and +Buy Offset = Buy Offset- ORR and Sell Offset = Sell Offset - ORR. + +If the user-defined Formulas (see following) indicate that a change in spread +should occur, then if the Offset is zero (in the case of a trade occurring) +or if no trade has occured (during the passing of a Dead Interval), the +system shall perform a Last Trade is Mid calculation around the last +transaction, adjusting the buy and sell prices according to the new Spread +value. + +Any adjustment to the Spread shall respect the Spread-Offset Minimum. If a +reduction in the Spread should violate the Spread-Offset Minimum, then the +Buy Offset (or Sell Offset, or both as appropriate) shall be reduced +accordingly. Similarly, if the Offset is increased by a Transaction Formula +to a level greater than the Spread, the Spread shall be increased to maintain +the Spread-Offset Minimum. + +GUI/Formulas Example: + +Constants +Intensity Factor: [4] +Dead Interval: [240] +Offset Reversion Ratio (ORR): [0.3] +Transaction Reversion Ratio (TRR): [0.3] +Spread Minimum [0.04] +Spread Maximum [0.50] +Offset Minimum [0] +Offset Maximum [0.49] +Spread-Offset Minimum [0.01] + + INPUTS OUTPUTS +Intensity Formula +Formula # Intensity Spread Offset Suspension +S1 >220 -0.01 n/a F +S2 <30 +0.01 n/a F +S3 <10 +0.02 n/a F + +Transaction Formula +Formula # # Transactions Spread Offset Suspension +V1 <4 n/a -0.01 F +V2 >3 n/a +0.01 F +V3 >5 +0.01 +0.02 F +V4 >10 +0.02 +0.04 F +V5 >15 +0.04 +0.15 F +V6 >20 n/a n/a T + +Note that #Transactions would be #Buys or #Sells, as appropriate. Note also +that #Buys and #Sells are not intended to be an absolute count, but rather +are a moving measure of the number of buys or sells which have recently +occured. + +In this example, all Constants and Formulae are editable by the user through +the GUI. + + +Simulation + +Obviously, if we want to proceed, we will want to conduct several simulations +to prove concepts and evaluate responsiveness. However, to give some idea of +how the above might work when a market starts to run in a particular +direction, please see the attached: + + + + +Additional Features + +System Notifications + +There should be two kinds of notifications for the Robotrader, which will be +similar to Stack Manager Garbage Checks: Warning and Failure levels for both +Offset and Price. The warning levels will trigger a pager message. The +Failure levels will trigger a pager message and the product will be +automatically suspended. The Price checks will be against prices input by the +trader (not relative price movements, but actual price). There should be both +maximum and minimum price checks (e.g. gas is trading at $5.50. The +notification levels could be $8 at the top end and $2 at the bottom end). +Offset checks will only be against a maximum value. + + + + +Dave + + +" +"arnold-j/all_documents/146.","Message-ID: <5857915.1075857570449.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 13:09:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:spreads +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +saw a lot of the bulls sell summer against length in front to mitigate +margins/absolute position limits/var. as these guys are taking off the +front, they are also buying back summer. el paso large buyer of next winter +today taking off spreads. certainly a reason why the spreads were so strong +on the way up and such a piece now. really the only one left with any risk +premium built in is h/j now. it was trading equivalent of 180 on access, +down 40+ from this morning. certainly if we are entering a period of bearish +to neutral trade, h/j will get whacked. certainly understand the arguments +for h/j. if h settles $20, that spread is probably worth $10. H 20 call was +trading for 55 on monday. today it was 10/17. the market's view of +probability of h going crazy has certainly changed in past 48 hours and that +has to be reflected in h/j. + + + + +slafontaine@globalp.com on 12/13/2000 04:15:51 PM +To: slafontaine@globalp.com +cc: John.Arnold@enron.com +Subject: re:spreads + + + +mkt getting a little more bearish the back of winter i think-if we get another +cold blast jan/feb mite move out. with oil moving down and march closer flat +px +wide to jan im not so bearish these sprds now-less bullish march april as +well. + + + +" +"arnold-j/all_documents/147.","Message-ID: <5288406.1075857570489.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 09:15:00 -0800 (PST) +From: slafontaine@globalp.com +To: slafontaine@globalp.com +Subject: re:spreads +Cc: john.arnold@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com +X-From: slafontaine@globalp.com +X-To: slafontaine@globalp.com +X-cc: John.Arnold@enron.com +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +mkt getting a little more bearish the back of winter i think-if we get another +cold blast jan/feb mite move out. with oil moving down and march closer flat +px +wide to jan im not so bearish these sprds now-less bullish march april as +well. +" +"arnold-j/all_documents/148.","Message-ID: <30109787.1075857570510.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:35:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +and they say it was purely coincidental the announcement came today. + +6 is fine. + + + + +""Jennifer White"" on 12/13/2000 01:18:41 PM +To: John.Arnold@enron.com +cc: +Subject: + + +Hmmm... interesting news at Enron today. Should I plan to come to your +place around 6PM? + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/149.","Message-ID: <20807917.1075857570536.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 05:06:00 -0800 (PST) +From: kenny.soignet@enron.com +To: phillip.allen@enron.com, john.arnold@enron.com, berney.aucoin@enron.com, + sandra.brawner@enron.com, janet.dietrich@enron.com, + julie.gomez@enron.com, keith.holst@enron.com, + joseph.hrgovcic@enron.com, calvin.johnson@enron.com, + heather.kendall@enron.com, thomas.martin@enron.com, + jean.mrha@enron.com, scott.neal@enron.com, jim.schwieger@enron.com, + jeffrey.shankman@enron.com, hunter.shively@enron.com, + kenny.soignet@enron.com, colleen.sullivan@enron.com, + chris.foster@enron.com, fred.lagrasta@enron.com, + michael.cowan@enron.com, chris.connelly@enron.com, + matthew.lenhart@enron.com, daniel.diamond@enron.com, + per.sekse@enron.com, lee.papayoti@enron.com, liz.taylor@enron.com, + kenneth.shulklapper@enron.com, marc.horowitz@enron.com, + sunil.dalal@enron.com, clayton.vernon@enron.com, + frank.hayden@enron.com, kimberly.hillis@enron.com, + elsa.piekielniak@enron.com, sachin.gandhi@enron.com, + paul.lucci@enron.com, caroline.abramo@enron.com, + russell.dyk@enron.com, paul.bieniawski@enron.com, + gregory.schockling@enron.com, mog.heu@enron.com +Subject: AGA for 12/8/2000 is -158 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kenny J Soignet +X-To: Phillip K Allen, John Arnold, Berney C Aucoin, Sandra F Brawner, Janet R Dietrich, Julie A Gomez, Keith Holst, Joseph Hrgovcic, Calvin Johnson, Heather Kendall, Thomas A Martin, Jean Mrha, Scott Neal, Jim Schwieger, Jeffrey A Shankman, Hunter S Shively, Kenny J Soignet, Colleen Sullivan, Chris H Foster, Fred Lagrasta, Michael Cowan, Chris Connelly, Matthew Lenhart, Daniel Diamond, Per Sekse, Lee L Papayoti, Liz M Taylor, Kenneth Shulklapper, Marc Horowitz, Sunil Dalal, Clayton Vernon, Frank Hayden, Kimberly Hillis, Elsa Piekielniak, Sachin Gandhi, Paul T Lucci, Caroline Abramo, Russell Dyk, Paul Bieniawski, Gregory Schockling, Mog Heu +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +AGA for 12/8/2000 is (158) + + +Website information: +http://gasfundy.corp.enron.com/gas/framework/default.asp +Drop down Box to ""Storage"" +In-house Analysis +My files are the last three files. + +When the dialog box asks to upadate links click ""NO""." +"arnold-j/all_documents/15.","Message-ID: <25845464.1075849624323.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 11:34:00 -0800 (PST) +From: kim.godfrey@enron.com +To: sarah-joy.hunter@enron.com +Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM + 3 Allen Center 11C1, December 14th +Cc: colleen.koenig@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colleen.koenig@enron.com, jennifer.medcalf@enron.com +X-From: Kim Godfrey +X-To: Sarah-Joy Hunter +X-cc: Colleen Koenig, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Sarah, + +Thanks to you and Jennifer for arranging. I will be in attendance at 3:00 +pm and have asked either Jim Crowder or Everett Plante to also attend. I do +not know their availability yet due to the Enron PRC meeting conflicts. Is +it possible for me to attend starting at 1:00 pm - I have not been through a +complete Experience Enron meeting ? + +thanks again for your help. + +Kim + + + + + Sarah-Joy Hunter@ENRON + 11/30/00 06:16 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron + Subject: invitation to meeting with senior Compaq executives from 1-4PM 3 +Allen Center 11C1, December 14th + +Hi Kim, + +Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to +invite you to a meeting with senior Compaq executives on +December 14th. Though the meeting will start at 1PM, Jennifer is +specifically requesting your presence from 3-4 PM when discussions will focus +on the Compaq/EBS relationship. Other Compaq executives besides ""Keith"" will +be there. + + +An agenda and listing of attendees will be e-mailed to you the week of +December 11th. + +Thanks for confirming back with Jennifer Medcalf your availability, from 3-4 +PM, December 14th. She can be reached at ext.#6-8235. + +Sarah-Joy Hunter +" +"arnold-j/all_documents/150.","Message-ID: <14385583.1075857570566.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 04:37:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remember when you said there is a reason they call them bear spreads? + +bring up a chart of f/g or g/h. +f/g is tighter now than anytime since march 99 when ff1 was worth 2.50 + + +amazing" +"arnold-j/all_documents/151.","Message-ID: <18827315.1075857570587.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:56:00 -0800 (PST) +From: matthew.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Matthew Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remember i bought rams at 3.50 +100 perkins, 100 tony + +do you know where anything is trading (mids)? + +let's go check out that new wine storage place this weekend. + + +" +"arnold-j/all_documents/152.","Message-ID: <12395632.1075857570609.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 00:28:00 -0800 (PST) +From: slafontaine@globalp.com +To: john.arnold@enron.com +Subject: re:f/g again- +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: slafontaine@globalp.com +X-To: John.Arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +weather moderating, enuf switching to offset hdds, cash showing same, i wudnt +touch it ...yet +" +"arnold-j/all_documents/153.","Message-ID: <27479305.1075857570630.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 13:39:00 -0800 (PST) +From: klarnold@flash.net +To: john.arnold@enron.com +Subject: Fwd: christmas list-I'm getting the cheap stuff +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Karen Arnold +X-To: john.arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +>From: Matthew.Arnold@enron.com +>Subject: christmas list +>To: klarnold@flash.net +>Date: Tue, 12 Dec 2000 15:10:39 -0600 +>X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.3 (Intl)|21 +>March 2000) at +> 12/12/2000 03:05:36 PM +> +> +>aren't i easy??? +> +> +> wooden suit hangers +> +> mini-cuisinart +> +>http://www.chefscatalog.com/product.jhtml?sku_id=1494&top_cat_id=2000&cat_id +>=2040 +> +> really heavy le creuset french oven green/blue +> +>http://www.chefscatalog.com/product.jhtml?sku_id=504&top_cat_id=2000&cat_id= +>2074 +> +> wooden shoe tree from Nordstrom +> +> leather treatment for my black leather coat (great stocking stuffer) +> +> knife sharpener +> +>http://www.chefscatalog.com/product.jhtml?sku_id=1243&cat_id=2060&top_cat_id +>=2000 +> +> +> mp3 digital music player +> +>http://athome.compaq.com/store/default.asp?page=config&ProductLineId=443&Fam +>ilyID=692&BaseID=2360 +> +> +> +> +> +> +> +>" +"arnold-j/all_documents/154.","Message-ID: <1477564.1075857570653.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:33:00 -0800 (PST) +From: caroline.abramo@enron.com +To: mike.grigsby@enron.com +Subject: Harvard Mgmt +Cc: john.arnold@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com +X-From: Caroline Abramo +X-To: Mike Grigsby +X-cc: John Arnold +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mike- I have their trader coming into the office tomorrow- they are a macro +fund (they manage Harvard's endowment fund) that trades commodities- mostly +crude and metals. I want to get them into some gas and power trades. +Specifically, I want to get them into the short Rockies trade for the summer +that we have Tudor in. + +Johnny recommended I have you speak to them- can you give me a few minutes +during the day to talk to them about the west in general. + +I have him in all day- we are sitting with Mike Roberts to do the weather +update from 6 am-7:30 - would be great if we could get you between 7:30 and +8:30 am. If not, let me know when is good- Ina will know where I am + +Rgds, +Caroline +cell 917-324 1999" +"arnold-j/all_documents/155.","Message-ID: <3149771.1075857570675.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:17:00 -0800 (PST) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: EDF trades switched to ABN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +come by whenever + + + + +Sarah Wesner@ENRON +12/12/2000 01:31 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: EDF trades switched to ABN + +John - I need to talk to you about this, are you free today? Sarah + +" +"arnold-j/all_documents/156.","Message-ID: <22874825.1075857570696.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:15:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Subscription +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/12/2000 05:15 +PM --------------------------- + + Enron North America Corp. + + From: Stephanie E Taylor 12/12/2000 05:10 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Subscription + + +Dear John, + +We are trying to get all subscriptions managed through eSource on a December +to December rotation. Your subscription to Energy & Power Risk Management +will expire September, 2001. The prorated subscription cost for October - +December, 2001 will be: + + Reg. Subscription Cost With Corp. Discount +Energy & Power Risk Management $93.75 $79.69 + +If you wish to renew this, we will be happy to take care of this for you. We +would appreciate your responding by December 18th. Please include your +Company and Cost Center numbers with your renewal. + +Thank You, +Stephanie E. Taylor +eSource +Houston +713-345-7928 +" +"arnold-j/all_documents/157.","Message-ID: <24064933.1075857570717.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:14:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: HARVARD +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yep + + + + +Caroline Abramo@ENRON +12/12/2000 03:59 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: HARVARD + +J/M- I have Jason Hotra- their trader coming in tomorrow- maybe I can drag +you 2 away for a few minutes after 3. + +see you tomorrow, +ca + +" +"arnold-j/all_documents/158.","Message-ID: <27768889.1075857570739.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:13:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:f/g +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +absolutely agree. the thought is always, even if cash is piece of shit +today...wait until the future. here's my question: what is the environment +whereby f/g is worth $.50. is there a market scenario where this happens? + + + + +slafontaine@globalp.com on 12/12/2000 03:22:07 PM +To: slafontaine@globalp.com +cc: jarnold@enron.com +Subject: re:f/g + + + +if you havent read this yet youl think im brilliant-too bad i didnt short +jan/feb or apr/may! + + + + + +Steve LaFontaine +12/12/2000 07:49 AM + +To: jarnold@enron.com +cc: +Fax to: +Subject: re:f/g + + +other question and reason i dont do anything with jan/feb is whats gona make +the +mkt bearish the feb? perception is stx get titire so inverses grow.. only +thing +i can think of is will they get concerned over this industrial slowdown going +forward and weather going above-i struggle generally tho is weather was still +so +warm last year hard to get overly bearish rest of the winter from a y on y +standpoint + + + +Steve LaFontaine +12/11/2000 09:18 PM + +To: John.Arnold@enron.com +cc: +Fax to: +Subject: re:summer inverses (Document link not converted) + +wish i had a stronger view-my view combined with year end give me just strong +enuf bias not to do anything. its nuts-but you pted out something a while back +is this indistries abilty to keep a contango-we dont have that but they +certainly doing their best. for cash to be at huge premiums and cold weather +up +front like we have nt had in years, 15 dollar ny, 50 socal, 10 buck hub-shit +whats it take, not like theres huge spec lenght left. + i guess to the extent mkt is sooo concerned about running out in +march-they +gonna keep a huge premium in whats left of the winter strip vs summer, and +they +shud. cash loan deals have to keep hedged lenght in mar there fore makes em +strong so long as they stay way below ratchets. other thing worries me about +jan +is cash tite but will steadily get some relief from switching, proocessing +margins negtive , dist, resid, nukes coming up, then on day we come in and +they +say weather going above normal 1 st 10 days of jan... BAM guess they wack it. + +and yes apr/may i think is nuts, mar/apr i dont in part cuz apr whud be a +dog. i +cant figure out how and when best way to short it/hedge my bet + + dont know-im leaving it alone, the cash makes it a jan/feb a compelling but +too many ifs, yes and dec/jan expirey, wud have thot cash wud recverse the +psychology. but not. im pretty lost john and the risks are bigger than i care +to +take till january-spending next cuplpa weeks formulating some long term +strategies in both natgas and oil. and try not to gain anymore weight before +the +new year. + + + + + + + + + + +" +"arnold-j/all_documents/159.","Message-ID: <3130305.1075857570761.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 08:41:00 -0800 (PST) +From: andy.zipper@enron.com +To: john.arnold@enron.com +Subject: ICE physical volumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Andy Zipper +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +FYI on 12/11/00 Intercontinental traded 3.3BCF of physical gas." +"arnold-j/all_documents/16.","Message-ID: <22604803.1075849624347.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 23:40:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: kim.godfrey@enron.com +Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM + 3 Allen Center 11C1, December 14th +Cc: jennifer.medcalf@enron.com, colleen.koenig@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, colleen.koenig@enron.com +X-From: Sarah-Joy Hunter +X-To: Kim Godfrey +X-cc: Jennifer Medcalf, Colleen Koenig +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Kim: + +Glad you can attend. Yes, please join us from 1PM-4PM. + +Colleen, can you add Kim Godfrey to the Experience Enron group? + +Thanks. + +Sarah-Joy +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000 +07:32 AM --------------------------- +From: Kim Godfrey@ENRON COMMUNICATIONS on 11/30/2000 07:34 PM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Colleen Koenig/NA/Enron@Enron, Jennifer Medcalf/NA/Enron@Enron + +Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM 3 +Allen Center 11C1, December 14th + +Sarah, + +Thanks to you and Jennifer for arranging. I will be in attendance at 3:00 +pm and have asked either Jim Crowder or Everett Plante to also attend. I do +not know their availability yet due to the Enron PRC meeting conflicts. Is +it possible for me to attend starting at 1:00 pm - I have not been through a +complete Experience Enron meeting ? + +thanks again for your help. + +Kim + + + + + Sarah-Joy Hunter@ENRON + 11/30/00 06:16 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron + Subject: invitation to meeting with senior Compaq executives from 1-4PM 3 +Allen Center 11C1, December 14th + +Hi Kim, + +Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to +invite you to a meeting with senior Compaq executives on +December 14th. Though the meeting will start at 1PM, Jennifer is +specifically requesting your presence from 3-4 PM when discussions will focus +on the Compaq/EBS relationship. Other Compaq executives besides ""Keith"" will +be there. + + +An agenda and listing of attendees will be e-mailed to you the week of +December 11th. + +Thanks for confirming back with Jennifer Medcalf your availability, from 3-4 +PM, December 14th. She can be reached at ext.#6-8235. + +Sarah-Joy Hunter + + +" +"arnold-j/all_documents/160.","Message-ID: <31247780.1075857570782.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 05:09:00 -0800 (PST) +From: caroline.abramo@enron.com +To: john.arnold@enron.com, mike.maggi@enron.com +Subject: Holiday party +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Caroline Abramo +X-To: John Arnold, Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I know it will be close to impossible to get out but I wanted to invite you +to our Christmas party on Dec 20 here in NYC- we'd love if you came. If not, +in the new year, I hope we can set something up where you meet some of the +new funds we are dealing and have some fun up here. + +I met someone good to work with you guys at this last Super Saturday- David +Larson- Berkeley- good derivatives, trading knowledge, personable. I'll fax +through resume- we are making him an offer for the analyst pool. + +Thanks for all you help always, +Caroline" +"arnold-j/all_documents/161.","Message-ID: <21035552.1075857570805.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 02:03:00 -0800 (PST) +From: russell.dyk@enron.com +To: john.arnold@enron.com +Subject: LNG to California +Cc: jennifer.fraser@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.fraser@enron.com +X-From: Russell Dyk +X-To: John Arnold +X-cc: Jennifer Fraser +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John, +Following up on yesterday, there are two additional considerations. + +First, with regard to the idea of curtailing gas input at the Topock +liquefaction plant, the pipeline bottleneck is actually downstream of the +plant, so that wouldn't help. + +Second, it seems there are more of these ""portable pipeline"" units floating +around than I thought. Besides the inoperable unit in Amarillo, both Transgas +(in Massachusetts) and Minnigasco may have at least one. Moreover, PG&E has +one at the end of a long lateral line on its system just south of Sacramento. +Apparently it uses it mostly to augment linepack. The specs of that unit are +about 4 times higher than the Amarillo one: it puts out 400,000 cubic +feet/hour (about 9.6 mmcf/d or almost one contract) at 150 psi. As I said +yesterday, these units are the only way that you could get gas into the +pipeline system in California. + +This information I got from Jeff Beale, who runs CH-IV, a small-scale LNG +consultant. He said that he'd had some similar calls about LNG, and also that +he'd be willing to help Enron source equipment if we were really interested +in looking further into transporting LNG into California. + +Assuming that we could get a few ""portable pipelines"" and some trucks, there +are five liquefaction plants that could most conveniently supply LNG: + +Location Owner Liquefaction Capacity (gal/day) Capacity (mmcf/d) Storage +(gal) Storage (mmcf) +Topock, AZ ElPaso/ALT 90,000 7.4 100,000 8.2 +LaPlata, CO Williams 20,000 1.64 100,000 8.2 +Sacramento 57,600 4.72 132,000 10.8 +LaBarge, WY Exxon 60,000 4.92 +Evanston, WY Amoco 95,000 7.8 100,000 8.2 + +Totals 26.48 + +Whether these plants have spare LNG to sell us is another question. The +Sacramento plant, which I mentioned yesterday, is supposedly dedicated to +providing methane for laboratory purposes. The others may have contracts with +LNG fleet owners. + +I'll check back with you later today about the outcome of your meeting. " +"arnold-j/all_documents/162.","Message-ID: <15036793.1075857570828.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 23:52:00 -0800 (PST) +From: klarnold@flash.net +To: john.arnold@enron.com +Subject: Fwd: NYTimes.com Article: Suspended Rabbi Quits Seminary Presidency +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Karen Arnold +X-To: john.arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +>Sender: articles-email@ms1.lga2.nytimes.com +>Reply-To: judgergm@swbell.com +>From: judgergm@swbell.com +>To: klarnold@flash.net +>Subject: NYTimes.com Article: Suspended Rabbi Quits Seminary Presidency +>Date: Tue, 12 Dec 2000 00:02:21 -0500 (EST) +> +>This article from NYTimes.com +>has been sent to you by Bob Moss judgergm@swbell.com. +> +>Karen +> +> +> +>Bob Moss +>judgergm@swbell.com +> +>/-------------------- advertisement -----------------------\ +> +> +>LOOKING FOR A TRULY HIGH-SPEED INTERNET EXPERIENCE?Then visit Alcatel.com +>and see what makes us theeworld's leading supplier of DSL +>solutions..Alcatel, world leader in DSL +>solutions..http://www.nytimes.com/ads/email/alcatel/index.html +> +>\----------------------------------------------------------/ +> +>Suspended Rabbi Quits Seminary Presidency +>http://www.nytimes.com/2000/12/07/national/07RABB.html +> +>December 7, 2000 +> +>By GUSTAV NIEBUHR +> +>Rabbi Sheldon Zimmerman, a leading figure in Judaism's Reform +>movement as president of its seminary, has resigned from his job +>after being suspended by the movement's rabbinic organization for +>having entered into ""personal relationships"" in the past that the +>organization said violated its ethical code. +> +> Rabbi Zimmerman, president of Hebrew Union College-Jewish +>Institute of Learning, where he had been considered a charismatic +>and innovative leader, quit that post on Monday, after the Central +>Conference of American Rabbis suspended his rabbinical functions +>for at least two years, college and conference officials said. +> +> In a statement, the college said the suspension followed an +>investigation by the conference into ""personal relationships"" of +>Rabbi Zimmerman, which it did not specify other than to say that +>they predated his appointment as president in January 1996. Rabbi +>Zimmerman was the seventh president of the college, which was +>founded in 1875. +> +> Rabbi Paul J. Menitoff, the conference's executive vice president, +>said its board approved the penalty on Monday, based on a +>recommendation by its ethics committee, which looks into complaints +>about the conference's 1,700 members. +> +> Rabbi Menitoff said that conference rules prevented him from +>discussing the case but that the board decided Rabbi Zimmerman had +>violated a part of the ethics code, paragraph 2A, which deals with +>sexual conduct. +> +> It is included in the section of the code on ""personal +>responsibility,"" which covers such matters as family life, personal +>honesty and finances. It calls on rabbis ""to be scrupulous in +>avoiding even the appearance of sexual misconduct, whether by +>taking advantage of our position with those weaker than ourselves +>or dependent on us or succumbing to the temptations of willing +>adults."" +> +> Hebrew Union, which trains men and women as rabbis and cantors and +>in other graduate and professional fields, has 1,500 students on +>campuses in Cincinnati, Los Angeles, New York and Jerusalem. Before +>becoming president, Rabbi Zimmerman, 58, was senior rabbi of Temple +>Emanu-El in Dallas from 1985 to 1995, and senior rabbi at Central +>Synagogue in New York, from 1972 to 1985. He is married and has +>four children. From 1993 to 1995, he was also the conference's +>president. +> +> Rabbi Zimmerman's resignation was first reported yesterday in The +>Cincinnati Enquirer and The Dallas Morning News. +> +> Efforts to reach him through the college and its officials were +>unsuccessful. The college said it appointed its provost, Norman +>Cohen, as acting president and would search for a permanent +>replacement. +> +> Rabbi Menitoff said the conference followed ""the same process that +>we'd follow with any rabbi in the conference in similar +>circumstances."" He said complaints against a rabbi are referred to +>and investigated by the ethics committee. Depending on that +>committee's findings, the conference may dismiss the complaint, +>privately reprimand or publicly censure a rabbi or suspendn or +>expel a rabbi. +> +> Rabbi Menitoff said the decision to suspend Rabbi Zimmerman was +>""very difficult and painful for everyone involved."" +> +> Rabbi Eric H. Yoffie, president of the Union of American Hebrew +>Congregations, the Reform movement's synagogue organization, said +>Rabbi Zimmerman did not contest the findings or the judgment +>against him but responded to the decision ""with great dignity."" +> +> Rabbi Yoffie said that during his tenure as president, Rabbi +>Zimmerman added younger scholars to the faculty and expanded the +>college's Los Angeles branch so much that it will begin ordaining +>rabbis in 2002. +> +> Another member of the conference, Rabbi A. James Rudin, emeritus +>director of interreligious affairs at the American Jewish +>Committee, said Rabbi Zimmerman's resignation was ""a real loss"" and +>""a shock to the movement."" +> +> Hebrew Union's chairman, Burton Lehman, praised Rabbi Zimmerman as +>""a great, great leader."" Mr. Lehman said that Rabbi Zimmerman's +>resignation would ""have an impact"" but that the college was strong. +> +> ""Transitionally, we'll be fine,"" Mr. Lehman said. ""We have a +>strong faculty that will carry this institution through this +>tribulation."" +> +> +> +> +>The New York Times on the Web +>http://www.nytimes.com +> +>/-----------------------------------------------------------------\ +> +> +>Visit NYTimes.com for complete access to the +>most authoritative news coverage on the Web, +>updated throughout the day. +> +>Become a member today! It's free! +> +>http://www.nytimes.com?eta +> +> +>\-----------------------------------------------------------------/ +> +>HOW TO ADVERTISE +>--------------------------------- +>For information on advertising in e-mail newsletters +>or other creative advertising opportunities with The +>New York Times on the Web, please contact Alyson +>Racer at alyson@nytimes.com or visit our online media +>kit at http://www.nytimes.com/adinfo +> +>For general information about NYTimes.com, write to +>help@nytimes.com. +> +>Copyright 2000 The New York Times Company" +"arnold-j/all_documents/163.","Message-ID: <24955565.1075857570850.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 11:21:00 -0800 (PST) +From: info@amazon.com +To: jarnold@enron.com +Subject: Amazon.com Password Assistance +Cc: info@amazon.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: info@amazon.com +X-From: info@amazon.com +X-To: jarnold@enron.com +X-cc: info@amazon.com +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Greetings from Amazon.com. + +To finish resetting your password jarnold@enron.com, please visit our +site using one of the personalized links below. + +The following link can be used to visit the site using the secure +server: + + +https://www.amazon.com/exec/obidos/pw?t=B0OR3NO4SMLP&r=11&f=11&c= + + +The following link can be used to visit the site using the standard server: + + +http://www.amazon.com/exec/obidos/pw?t=B0OR3NO4SMLP&r=11&f=11&c= + + +It's easy. Simply click on one of the links above to return to our Web +site. If this doesn't work, you may copy and paste the link into your +browser's address window, or retype it there. Once you have returned +to our Web site, you will be given instructions for resetting your +password. + +If you have any difficulty resetting your password, please feel free +to contact us by responding to this e-mail. + +Thank you for visiting Amazon.com! + +------------------------------------------------------------- +Amazon.com +Earth's Biggest Selection +http://www.amazon.com/ +------------------------------------------------------------- " +"arnold-j/all_documents/164.","Message-ID: <31341884.1075857570873.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:12:00 -0800 (PST) +From: john.arnold@enron.com +To: catherine.pernot@enron.com +Subject: Re: EIM Due Diligence: Nymex, Enron Gas Data +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Catherine Pernot +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Catherine: +Sorry it's been so long since I could respond. With the craziness here I am +way behind on everything. +#1. 3 years +#2. volume way down on exchange recently with recent volatility. volume +probably averaging 25000 these days. EOL volume averaging around 14000. +Very high percent of market. Current market conditions shows why our +transactional model of being one side of every trade is superior. +#3. good liquidity first 3 years. okay liquidity years 4-6. +#4. calendar 2004-2008 maybe 1 trade a day. 70% chance Enron is one side. +calendar 2009-2013 very rare that it trades. + + + + +Catherine Pernot@ENRON + +12/01/2000 02:31 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: EIM Due Diligence: Nymex, Enron Gas Data + +Per my voicemail, I've included a list of the Investors' questions and +preliminary answers. The answers are attempts by our group, Bob Crane and +Bryon Hoskins but need confirmation by you. Would you mind giving us some +feedback for #4 as well? I could not find these numbers. These are again +going to be forwarded to Bain Capital, the potential equity investor in the +pulp, paper and steel net works fund. They are in their final stages of due +diligence and are comparing pulp and paper facts with gas. (They are under a +confidentiality agreement). +Please call with any questions +Thank you, +Catherine Rentz Pernot + X57654 + +1. # of years of NYMEX visibility on the typical gas curve. + +3 years + +2. # of daily trades on NYMEX, in total and for Enron specifically. + +102,492 daily trades on NYMEX (11/28/00)and ours amounts to 8,061 per day +(usually around 10% daily NYMEX trades) + +3. length and nature of ""price discovery"" windows past the NYMEX portion of +the gas curve (e.g., 7 years of visibility provided by proprietary market +making past NYMEX, then 10 years of macro / industry average assumptions). + +NYMEX price discovery equates to about 3 years. Liquidity of the market and +proprietary market information equates to about 2 years after that with the +remaining portion coming from more macro industry information. + +4. trade volume data (# of daily trades as well) for each 5 year increment of +the gas curve beyond the NYMEX portion, in total and for Enron specifically. + +?? + +" +"arnold-j/all_documents/165.","Message-ID: <25586591.1075857570894.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:04:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +a couple more thoughts. certainly losing lots of indutrial demand both to +switching and slowdown in economy. Big 3 automakers all temporarily closing +plants for instance. switching is significant and has led to cash in the +gulf expiring weak everyday. gas daily spread to prompt trading at +$1....need some very cold weather to justify that. this seems to be the test +of the next 3-5 days. Will the switching/loss of demand/storage management +keep cash futures spread at reasonable levels or will it blow to $5+. Not too +many years ago we had a $50 print on the Hub. unless we get some crazy +prints, you have to question the steep backwardation in the market. + +funny watching the flies in the front. Bot large chunk of g/h/j at $.50 +friday morning. probably worth 1.30 now. crazy. people have seen each +front spread be weak since forever and are already starting to eye up g/h. + +what's the thoughts on distillates... is it tight enough such that gas +switching is the marginal mmbtu of demand and pulls it up or is the market +too oversupplied to care?" +"arnold-j/all_documents/166.","Message-ID: <238564.1075857570916.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 08:51:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +amazing how with cash futures at $1 and the back such a piece that f/g under +such pressure. month 2 has been the strongest part of the board all year. +will be interesting to see what happens when h/j is prompt. could j actually +be strong? seems like of the spreads on the board the best risk reward is in +f/g. a little worried about having the z/f effect again. that is, all spec +length trying to roll and funds trying to roll at the same time leading to +some ridiculous level at expiry. any thoughts? + + + + +slafontaine@globalp.com on 12/08/2000 12:05:54 PM +To: John.Arnold@enron.com +cc: +Subject: re:summer inverses + + + +i suck-hope youve made more money in natgas last 3 weeks than i have. mkt shud +be getting bearish feb forward-cuz we already have the weather upon us-fuel +switching and the rest shud invert the whole curve not just dec cash to jan +and +feb forward???? have a good weekend john + + + +" +"arnold-j/all_documents/167.","Message-ID: <16574307.1075857570937.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 08:10:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cant handle the pressure of big money?? + + + + +John J Lavorato@ENRON +12/10/2000 09:58 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +minn +3 1/2 +jack -16 1/2 +tenn-cinnci under35 +gb-det under 39 1/2 +tb +2 1/2 +new england +2 1/2 +pitt +3 1/2 +phil-clev under 33 1/2 +seattle +10 +jets +9 1/2 and over 40 1/2 tease + +as discussed. + + +" +"arnold-j/all_documents/168.","Message-ID: <29039422.1075857570959.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 05:27:00 -0800 (PST) +From: russell.dyk@enron.com +To: john.arnold@enron.com +Subject: LNG on the road +Cc: jennifer.fraser@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.fraser@enron.com +X-From: Russell Dyk +X-To: John Arnold +X-cc: Jennifer Fraser +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Re: trucking LNG to California - + +The short answer is that trucking LNG to California is not a feasible option +for endusers other than companies with LNG-fueled vehicle fleets. There are a +couple of reasons for this. + +First, California has a relative abundance of LNG fueling stations but only +two plants capable of regasification. One serves Borrego Springs, a small, +affluent desert community near San Diego. The other is dedicated to military +and industrial supply near Sacramento. I spoke this morning to Applied LNG +Technologies, which is based in Amarillo and has the second largest LNG truck +fleet (after Transgas in Massachusetts). It shouldn't be a surprise that I +was not the first to call regarding this question. While ALT's fleet is +operating at capacity - trucking LNG from liquefaction plants in Wyoming and +Topock, Arizona - it's serving its normal fleet customers in Southern +California and Nevada, and Arizona. The Topock, AZ plant is owned jointly by +ALT and El Paso, and receives gas from El Paso for liquefaction and +subsequent loading onto trucks. + +Second, LNG trucks, unlike LNG tankers, carry an extremely small volume. The +average truck carries 10,000 gallons of LNG, which translates roughly into +820,000 cubic feet. ALT has about 23 vehicles so potentially one could +deliver 18.8 mmcf. However, these trucks don't regasify LNG, they merely +transfer it into storage. + +The only really viable option for putting gas into the pipeline system would +be a portable pipeline unit, of which ALT has the only one (it's under +repair). It can deliver high pressure gas at 1800 cubic feet/minute (2.6 +mmcf/day if it runs 24 hours). It has connections for two LNG trucks at a +time - one live and one backup, so it can operate continuously. In the past, +ALT has used the unit to cover industrials who had a supply outage for some +reason. + +I'm going to continue gathering info on domestic LNG peakshaving plants, etc. +I think the opportunity may lie more in future, more strategically located +peakshaving plants rather than LNG trucking arbitrage. + +Please let me know if you have specific questions. + + + +" +"arnold-j/all_documents/169.","Message-ID: <16358381.1075857570981.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 03:58:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +why does everybody in this company know my p&l?????" +"arnold-j/all_documents/17.","Message-ID: <15650871.1075849624370.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 02:30:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: mike_heggemen@hp.com, gerry_cashiola@hp.com, greg_pyle@hp.com, + dan_morgridge@hp.com, peter.goebel@enron.com +Subject: Hewlett Packard Conference call on Wireless and Handheld + Technologies, December 14th, 1:30-2:30 PM +Cc: jennifer.medcalf@enron.com, bill_lovejoy@hp.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, bill_lovejoy@hp.com +X-From: Sarah-Joy Hunter +X-To: mike_heggemen@hp.com, gerry_cashiola@hp.com, greg_pyle@hp.com, dan_morgridge@hp.com, Peter Goebel +X-cc: Jennifer Medcalf, bill_lovejoy@hp.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Greg Pyle, Gerry Cashiola: + +Per our conversation this morning, the conference call on Wireless and +Handheld Technologies with Peter Goebel will be December 14th from 1:30 - +2:30 PM. Mike Heggamen the HP Solutions architect for wireless and handheld +technologies as well asGerry Cashiola and Greg Pyle will be calling in on the +call. + + +Conference call purpose: HP would outline their wireless and handheld +technology services and capabilities. Both HP and Enron would discuss their +solutions/strategies in this arena. + +Date: December 14th +Time: 1:30-2:30 PM +The call-in number: 1-888-689-5736 +Password number: 6146040 + + +If any questions, don't hesitate to contact me. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing/Business Development +#(713)-345-6541" +"arnold-j/all_documents/170.","Message-ID: <23852945.1075857571004.JavaMail.evans@thyme> +Date: Sun, 10 Dec 2000 22:05:00 -0800 (PST) +From: jennifer.fraser@enron.com +To: russell.dyk@enron.com +Subject: LNG Questions +Cc: john.arnold@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com +X-From: Jennifer Fraser +X-To: Russell Dyk +X-cc: John Arnold +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Russ: + +A couple of questions +1- Check the DOE Northeast Heating season report. There seem to be a lot +of LNG terminal and facilities in the Northeast. How do they work? What are +the logistics of transportation etc... + + +2- Arnold's buddy has been looking into the logistics of trucking LNG to CA. +Is this possible? Can investigate the probability? + + + +Thanks +JF" +"arnold-j/all_documents/171.","Message-ID: <21664242.1075857571025.JavaMail.evans@thyme> +Date: Sat, 9 Dec 2000 11:53:00 -0800 (PST) +From: eleanor.fraser.2002@anderson.ucla.edu +To: john.arnold@enron.com +Subject: wassup +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Eleanor Fraser +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey freak-o! How have you been? I'm just taking a study break (finals, +ick!) and thought I would say hello. What's new? Have you moved into +your place yet? Let me know if I can come and see it--I'll be home (in +college station) a week from Tuesday...am making a pit stop in Tahoe on +my way home...just gotta get thru these pesky exams first! + +Greetings from la-la-land, +eleanor :-) + +-- +Eleanor Fraser +The Anderson School at UCLA, MBA 2002 +Home 310.446.7735 +Mobile 310.963.4474 +" +"arnold-j/all_documents/172.","Message-ID: <11774881.1075857571047.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 07:48:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Burning Fat +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 12/08/2000 03:48 +PM --------------------------- + + + + From: Bill Berkeland @ ENRON 12/08/2000 03:43 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Burning Fat + + +---------------------- Forwarded by Bill Berkeland/Corp/Enron on 12/08/2000 +03:43 PM --------------------------- + + + + From: Jennifer Fraser @ ECT 12/07/2000 02:40 PM + + +To: Sarah Mulholland/HOU/ECT@ECT, Stewart Peter/LON/ECT@ECT, Niamh +Clarke/LON/ECT@ECT, Alex Mcleish/EU/Enron@Enron, Caroline +Abramo/Corp/Enron@Enron, Mark Smith/Corp/Enron@Enron, Vikas +Dwivedi/NA/Enron@Enron, Bill Berkeland/Corp/Enron@Enron +cc: + +Subject: Burning Fat + +Vikas - What's the market in nat gas versus lard and heating oil versus olive +oil +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 12/07/2000 +02:39 PM --------------------------- + + +""Joel K. Gamble"" @wwwww.aescon.com on +12/07/2000 12:33:40 PM +Sent by: owner-natgas@wwwww.aescon.com +To: natgas@wwwww.aescon.com +cc: +Subject: Burning Fat + + + + +Some of our food processing factories in the Midwest which have fuel switching +capability find it profitable at these gas prices to burn rendered animal fat +in +lieu of natural gas. Apparently, the doesn't hurt the boiler machinery. One +of +the guys responsible for this move did a back of the envelope calculation and +found that at $8.00 / Dth NG prices it was even profitable to buy olive oil in +bulk as a heating fuel. They haven't used veggie oil yet but are considering +it. Anyone else hear any stories of end users switching to unusual fuels? + +Regards + + + + + +" +"arnold-j/all_documents/173.","Message-ID: <29956099.1075857571069.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 07:43:00 -0800 (PST) +From: bill.berkeland@enron.com +To: john.arnold@enron.com +Subject: Burning Fat +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Bill Berkeland +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by Bill Berkeland/Corp/Enron on 12/08/2000 +03:43 PM --------------------------- + + + + From: Jennifer Fraser @ ECT 12/07/2000 02:40 PM + + +To: Sarah Mulholland/HOU/ECT@ECT, Stewart Peter/LON/ECT@ECT, Niamh +Clarke/LON/ECT@ECT, Alex Mcleish/EU/Enron@Enron, Caroline +Abramo/Corp/Enron@Enron, Mark Smith/Corp/Enron@Enron, Vikas +Dwivedi/NA/Enron@Enron, Bill Berkeland/Corp/Enron@Enron +cc: + +Subject: Burning Fat + +Vikas - What's the market in nat gas versus lard and heating oil versus olive +oil +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 12/07/2000 +02:39 PM --------------------------- + + +""Joel K. Gamble"" @wwwww.aescon.com on +12/07/2000 12:33:40 PM +Sent by: owner-natgas@wwwww.aescon.com +To: natgas@wwwww.aescon.com +cc: +Subject: Burning Fat + + + + +Some of our food processing factories in the Midwest which have fuel switching +capability find it profitable at these gas prices to burn rendered animal fat +in +lieu of natural gas. Apparently, the doesn't hurt the boiler machinery. One +of +the guys responsible for this move did a back of the envelope calculation and +found that at $8.00 / Dth NG prices it was even profitable to buy olive oil in +bulk as a heating fuel. They haven't used veggie oil yet but are considering +it. Anyone else hear any stories of end users switching to unusual fuels? + +Regards + + + +" +"arnold-j/all_documents/174.","Message-ID: <21467328.1075857571090.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 05:05:00 -0800 (PST) +From: slafontaine@globalp.com +To: john.arnold@enron.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: slafontaine@globalp.com +X-To: John.Arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i suck-hope youve made more money in natgas last 3 weeks than i have. mkt shud +be getting bearish feb forward-cuz we already have the weather upon us-fuel +switching and the rest shud invert the whole curve not just dec cash to jan +and +feb forward???? have a good weekend john +" +"arnold-j/all_documents/175.","Message-ID: <24131626.1075857571115.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 02:31:00 -0800 (PST) +From: hrobertson@hbk.com +To: scrimale.bob@bcg.com, scullion.chuck@bcg.com, jcwwh@aol.com, + holsinger.jill@bcg.com, rudge.lori@bcg.com, pieroni.molly@bcg.com, + vanyo.rebecca@bcg.com, padgett.rebekah@bcg.com, hill.thad@bcg.com, + cox.john@bcg.com, pucket.j@bcg.com, nicol.ron@bcg.com, + balagopal.balu@bcg.com, waddy@earthcareus.com, + david.schaller.wg96@wharton.upenn.edu, karutz.george@bcg.com, + jasonreed@wingatepartners.com, jim@smartprice.com, + varadarajan.raj@bcg.com, jim@smartprice.com, john.arnold@enron.com, + michael.wong@enron.com, sjones@dfw.scaconsulting.com +Subject: Big news! +Cc: rob.robertson@fmr.com, robrob@robrob.net +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: rob.robertson@fmr.com, robrob@robrob.net +X-From: Heather Robertson +X-To: Bob Scrimale , ""Chuck Scullion (E-mail)"" , Jeanie Cox , Jill Holsinger , Lori Rudge , Molly Pieroni , Rebecca Vanyo , Rebekah Padgett , ""Thad Hill (E-mail)"" , cox.john@bcg.com, pucket.j@bcg.com, nicol.ron@bcg.com, ""Balu Balagopal (E-mail)"" , ""Bill Addy (E-mail)"" , ""David Schaller (E-mail)"" , ""George Karutz (E-mail)"" , ""Jason Reed (E-mail)"" , ""Jim McKinley (E-mail)"" , ""Raj Varadarajan (E-mail)"" , Jim McKinley , John.Arnold@enron.com, Michael.Wong@enron.com, Stephanie Jones +X-cc: rob.robertson@fmr.com, robrob@robrob.net +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm not sure if you have heard our fun news yet, but Rob and I are moving to +Boston at the first of the year!! + +I will be working remotely for HBK while looking for something new up there. +Rob is continuing his career with Fidelity, though in a much more convenient +location. The only downside is he will actually have to go into the office +every day! + +We would love to see everybody before we leave, though it may not be +possible with the holidays. I'll be back in Dallas once a week in January +and February, so we could plan to get together during one of those trips. +But before that time, Rob and I will be with a group of friends from HBK at +Martini Ranch on Thursday, December 14th right after work. I'm sure we'll +be there late, given my love of martinis, so please stop by if you can. + +Regardless, I really want to stay in touch with my Texas friends, so make +sure and send me your updated contact information if anything has changed in +the last year. Please pass this on to people who I may have inadvertently +missed or I did not have their current email address. + +Cheers, +Heather Robertson + + + +P.S. +By the way, our house is on the market right now, so if you know of anyone +looking, please tell them about it. The address is 6815 Vivian Avenue, +Dallas, 75223 and can be seen on www.ebby.com. + +" +"arnold-j/all_documents/176.","Message-ID: <7820362.1075857571136.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 07:12:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com, john.lavorato@enron.com, louise.kitchen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley, John J Lavorato, Louise Kitchen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +A funny story: +Because Access was up 75 cents last night, Nymex made a trading limit of +unchanged to +150. After 20 minutes of trading, we were at unchanged and the +exchange stopped trading for an hour. +Rappaport, the exchange president, was standing by to make sure everything +was orderly. Obviously, the locals weren't too happy about the exchange +closing. One yelled at Rappaport... +""Why don't you take your million dollar bonus and go buy Enron stock""" +"arnold-j/all_documents/177.","Message-ID: <4122717.1075857571160.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 02:10:00 -0800 (PST) +From: lydia.cannon@enron.com +To: andy.zipper@enron.com, jay.webb@enron.com, john.arnold@enron.com, + mike.maggi@enron.com, savita.puthigai@enron.com, + teresa.smith@enron.com +Subject: +Cc: mary.weatherstone@enron.com, diana.ovalle@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mary.weatherstone@enron.com, diana.ovalle@enron.com +X-From: Lydia Cannon +X-To: Andy Zipper, Jay Webb, John Arnold, Mike Maggi, Savita Puthigai, Teresa Smith +X-cc: Mary Weatherstone, Diana Ovalle +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please plan on attending the ""Options"" meeting scheduled: + + + DATE: Thursday, December 14, 2000 + + TIME: 4 - 5 pm + + LOCATION: Conference Room + EB2710 + + TOPIC: Options Web Client & End Game + + ATTENDEES: Andy Zipper + Jay Webb + John Arnold + Mike Maggi + Savita Puthigai + Teresa Smith + +If you are unable to attend, contact me at extension 3-9975 + +Lydia" +"arnold-j/all_documents/178.","Message-ID: <607823.1075857571182.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 00:35:00 -0800 (PST) +From: scott.goodell@enron.com +To: john.arnold@enron.com +Subject: Dynegy Direct ID request +Cc: scott.neal@enron.com, dick.jenkins@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: scott.neal@enron.com, dick.jenkins@enron.com +X-From: Scott Goodell +X-To: John Arnold +X-cc: Scott Neal, Dick Jenkins +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John - +Dynegy Direct has you listed as the administrator for their system. Please +set up the following East Desk traders for execute authority. I can +communicate the login id's and passwords to the individual traders when the +process is completed. +Thank You, +Scott + +Scott Neal +Dick Jenkins +Dan Junek +Scott Hendrickson +Susan Pereira +Andy Ring +Jared Kaiser +Tammi Depaolis +Vicki Versen +Judy Townsend +Chris Germany +Scott Goodell + " +"arnold-j/all_documents/179.","Message-ID: <15141453.1075857571203.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:27:00 -0800 (PST) +From: slafontaine@globalp.com +To: john.arnold@enron.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: slafontaine@globalp.com +X-To: John.Arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +they are crazy but mite have to scale in which i have a little and have some +sort of length on,sprd length in the front to hedge weather risk-if ny stays 5 +bucks or so above hub seems hard to think jan /feb gonna fall much. also know +aron and some of them ""pre rolled"" jan/feb goldman rolls not sure if they bot +em +back, start pxing tomorrow.doubt they have much any impact on the sprd. + am a bit worried as are most what we must be doing to industrial +demand,switching at huge px sprds. tend to think ealry mid jan y on y stx gap +will fall do to aforementioned and rationing this mkt gonna fall-who knows +from +what levels?? thots when you have a chance. distillate mkt save for addional +demand it shud be getting from natgas switching wud have been in trouble i +think +so it will stay discount to gas + + + + + +John.Arnold@enron.com on 12/07/2000 06:38:53 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: re:summer inverses + + + + + +seems crazy. if you're willing to ride it for a few cents against you it's +a great trade. who knows where they're going in th eshort term though + + + + +slafontaine@globalp.com on 12/01/2000 09:57:30 AM + +To: John.Arnold@enron.com +cc: +Subject: re:summer inverses + + + +johnnny-you think these inverses ready to get sold yet? to me its all a +timing +issue but aug/oct at 4-5 cts seems rich rich for injection season. only +issue is +when to go? + + + + + + + + +" +"arnold-j/all_documents/18.","Message-ID: <11001823.1075849624394.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 03:57:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Presentations to Compaq manufacturing and treasury executives, + December 14 from 2-3 PM +Cc: colleen.koenig@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colleen.koenig@enron.com +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: Colleen Koenig +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer: + +Can Alan Engberg have an alternate at the meeting? Lee Jackson could do a +great job -- he wrote the recent article on plastics and petrochemicals which +came out in the last Analyst/Associate Encounter newsletter. + +SJ +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000 +11:56 AM --------------------------- + + +Alan Engberg@ECT +12/01/2000 11:53 AM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: + +Subject: Re: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +I have a conflict that day - both Doug and I will be in NYC. Let me know if +you want an alternate, perhaps Lee Jackson. + +Thanks, +Alan + + + +Sarah-Joy Hunter@ENRON +11/30/2000 06:17 PM +To: Alan Engberg/HOU/ECT@ECT +cc: +Subject: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +FYI: A meeting agenda and listing of Compaq attendees will be e-mailed the +week of December 11th! +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 11/30/2000 +06:16 PM --------------------------- + + +Sarah-Joy Hunter +11/30/2000 06:11 PM +To: Bruce Harris/NA/Enron@Enron, Harry Arora/HOU/ECT@ECT, Alan +Engberg/HOU/ECT@ECT +cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron + +Subject: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +Bruce, Harry, Alan: + +Jennifer Stewart Medcalf has asked me to invite you to a meeting with Compaq +executives from their manufacturing and treasury divisions from 2-3 PM on +December 14th in 3 Allen Center 11C1. You would have the opportunity to +present your business propositions to these senior executives -- about 15 +minutes each. + +Please e-mail me your confirmations. We will have an LCD projector so you +can bring your presentations on laptop and just hook up at 2PM. Please feel +free to bring paper copies of your presentations to hand out at the meeting. + +Thanks. + +Sarah-Joy Hunter +713-345-6541 + + + + + +" +"arnold-j/all_documents/180.","Message-ID: <5595491.1075857571225.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 22:02:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: microphone to houston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think it is something we need to do. please set it up + + + + +Caroline Abramo@ENRON +11/14/2000 11:06 AM +To: John Arnold/HOU/ECT@ECT +cc: Per Sekse/NY/ECT@ECT +Subject: microphone to houston + +John- + +What do you think of getting a direct mic from New York to Houston as soon as +possible? We had one at my last employer from NY to London which worked +great. You can tun it on or off but it allows us to communicate without +getting on the darn phone - I am sure its a total annoyance to pick us up. + +The steno is still a phone to me and its not recorded. + +We could keep it between you and Mike. + +We are getting a few more funds to trade now- some program guys among them +who will need quicker execution. I know you and Per have discussed the idea +of them calling you direct but I think, for now, the mic is a better answer. +I can sit down with you when I am down there to discuss and give you an +update of who we are planning to trade with. + +Best Rgds, +Caroline + + + + + +" +"arnold-j/all_documents/181.","Message-ID: <23914835.1075857571247.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 21:38:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:summer inverses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +seems crazy. if you're willing to ride it for a few cents against you it's a +great trade. who knows where they're going in th eshort term though + + + + +slafontaine@globalp.com on 12/01/2000 09:57:30 AM +To: John.Arnold@enron.com +cc: +Subject: re:summer inverses + + + +johnnny-you think these inverses ready to get sold yet? to me its all a timing +issue but aug/oct at 4-5 cts seems rich rich for injection season. only issue +is +when to go? + + + +" +"arnold-j/all_documents/182.","Message-ID: <21661555.1075857571270.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 21:37:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mar/apr +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't know. think a little bit of everyone as the storage guys own it all. + + + + +slafontaine@globalp.com on 12/05/2000 09:37:01 AM +To: jarnold@enron.com +cc: +Subject: mar/apr + + + +im so sick for getting out of that-john who 's getting squeezed on the mar? +hope +its not you. pretty sure it isnt so safe to ask you? + + + +" +"arnold-j/all_documents/183.","Message-ID: <173369.1075857571292.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 21:34:00 -0800 (PST) +From: john.arnold@enron.com +To: jim.schwieger@enron.com +Subject: Re: For What It's Worth. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jim Schwieger +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +Your words of encouragement are greatly appreciated. I've certainly had some +troubles this quarter. I do appreciate your offer but I don't want to take +away from the amazing year you've had so far. Maybe you should come trade +this... +John + + + + +Jim Schwieger +12/06/2000 05:42 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: For What It's Worth. + +Through the year's (Sounds like Im really old) I have learned that the really +great Individuals come down on themselves for circumstances beyond their +control when in fact their performance is far beyond what anyone else could +have done. I believe you are one of those individuals. I appreciate what +you have done with EOL and the burden you have had to take on. This +especially hits home when I see what has happened to you P/L the last 3 +months. You are expected to carry the world without having any NYMEX +liquidity to cover your risk. I would like to offer to transfer $30 million +out of the Storage Book to the Price Book. Without you and EOL I could never +have done what I've done. + + Thanks, + Jim Schwieger + +" +"arnold-j/all_documents/184.","Message-ID: <28137147.1075857571313.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 09:39:00 -0800 (PST) +From: amy.gambill@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Amy Gambill +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey, I meant to check in with you and see how your dinner went at La Columbe +d'Or. I have to admit, I was jealous.... + +Matt fell through as the Christmas party date...so Noel is going (so nice to +have friends who don't mind filling in as last minute dates!). Maybe we'll +see you guys there. + +Had fun hanging out with you at/after the meeting on Friday. I think that's +the most I've ever talked to you in one sitting!! We'll have to do it again +soon.... + +Take care! +Amy" +"arnold-j/all_documents/185.","Message-ID: <18422036.1075857571334.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 05:56:00 -0800 (PST) +From: stephanie.sever@enron.com +To: john.arnold@enron.com +Subject: DynegyDirect Log In +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Stephanie Sever +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John, + +Please be advised that effective Monday, December 4 you will need to access +DynegyDirect with the following log in: + +User ID: JARNOLD +Password: enron1 + +Please note that these are case sensitive. + +Your current log in will no longer be available on Monday. + +Thank you, +Stephanie Sever x33465" +"arnold-j/all_documents/186.","Message-ID: <12426686.1075857571355.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 00:09:00 -0800 (PST) +From: john.arnold@enron.com +To: eric.thode@enron.com +Subject: Re: Photograph for eCompany Now +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eric Thode +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +someone had a foul odor for sure + + + + +Eric Thode@ENRON +11/30/2000 08:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Photograph for eCompany Now + +Thanks for your help with the photographer. I just heard from Ann Schmidt +and Margaret Allen that he was, shall we say, a ""fragrant photographer."" + +" +"arnold-j/all_documents/187.","Message-ID: <12543475.1075857571377.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 03:21:00 -0800 (PST) +From: capstone@texas.net +To: capstone@texas.net +Subject: Nat Gas intraday update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Bob McKinney"" +X-To: ""Capstone"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Attached please find a follow up to today's Natural Gas market analysis. +? +Thanks, +? +Bob + - 11-30-00 Nat Gas intraday update 1.doc" +"arnold-j/all_documents/188.","Message-ID: <29253366.1075857571398.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 10:07:00 -0800 (PST) +From: john.arnold@enron.com +To: frances.ortiz@enron.com +Subject: Re: Hey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frances Ortiz +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll let you know if they invite me this year. + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Hey + +Hey! How are you? +When Is Amerex throwing there yearly Christmas party? + +Thanks Frances + +" +"arnold-j/all_documents/189.","Message-ID: <21787290.1075857571419.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 10:04:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wassup wassup wassup. + +plan drinks for any day early in the week + + + + +Jennifer Shipos +11/09/2000 05:31 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +When do you want your drinks that I owe you? I think it's time to have +another group happy hour. It doesn't seem like you have been your normal +self recently. + +" +"arnold-j/all_documents/19.","Message-ID: <22730219.1075849624418.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 03:50:00 -0800 (PST) +From: larry.ciscon@enron.com +To: jeff.youngflesh@enron.com +Subject: RE: Enron / Avaya meetings: calendar +Cc: jennifer.stewart@enron.com, kim.godfrey@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.stewart@enron.com, kim.godfrey@enron.com +X-From: Larry Ciscon +X-To: Jeff Youngflesh +X-cc: Jennifer Stewart, Kim Godfrey +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thanks. + + -larry + +--------- + +Lawrence A. Ciscon Enron Broadband Services, Inc. +VP Software Architecture 4828 Loop Central Dr. Suite 600, +Phone: (713)669-4020 Houston TX 77081 +larry_ciscon@enron.net + + + + + Jeff Youngflesh@ENRON + 11/29/00 05:07 PM + + To: Larry Ciscon/Enron Communications@ENRON COMMUNICATIONS + cc: Jennifer Stewart/NA/Enron@Enron, Kim Godfrey/Enron Communications@Enron +Communications + Subject: RE: Enron / Avaya meetings: calendar + +Larry, + +Thank you for getting back with me. To answer your question: It is looking +more and more like the week of January 8th. The meetings would be held using +approximately 1.5 days of a 3-day window: the 9th, 10th, and 11th. I have +input from Kim Godfrey, who is driving things on the EBS side, and I have a +tentative OK from Avaya for the window of the 9th - 11th. + +I will want to begin getting headcount of the EBS travelers, and the day(s) +which each would be attending. For example, you would probably attend both +days, while some of your team would be there exclusively for the 2nd day +meetings. I'm not sure Jim Crowder would be at both days, but Kim G. +certainly would, as would members of her origination team, including Systems +Engineer(s). + +I will call you this week to get your input re: who from your team would be +going, and for which days. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + + + Larry Ciscon@ENRON COMMUNICATIONS + 11/27/2000 08:31 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: RE: Enron / Avaya meetings: calendar + +Jeff, + +What's the current plan on this meeting? I agree that January would be a much +better time to meet, but I could also consider the December dates. + + -larry + +--------- + +Lawrence A. Ciscon Enron Broadband Services, Inc. +VP Software Architecture 4828 Loop Central Dr. Suite 600, +Phone: (713)669-4020 Houston TX 77081 +larry_ciscon@enron.net + + + + + Jeff Youngflesh@ENRON + 11/21/00 04:45 PM + + To: Everett Plante/Enron Communications@Enron Communications, Jim +Crowder/Enron Communications@Enron Communications, Larry Ciscon/Enron +Communications@Enron Communications + cc: Jennifer Stewart/NA/Enron@Enron, Nancy Young/Enron Communications@Enron +Communications, Steve Pearlman/Enron Communications@Enron Communications, +thadwhite@avaya.com, Marie Thibaut/Enron Communications@Enron Communications + Subject: RE: Enron / Avaya meetings: calendar + + +Mission/Purpose: Coordinate EBS Executive Calendars +for EBS' trip to Avaya HQ in Basking Ridge, NJ + +This is targeted as a one-day trip for the Enron executives +Daily objectives highlighted in red, further below. + +Individual items per person follow immediately: + +Jim, + +I have spoken w/Nancy Young, and we have penciled in +that you could possibly make the trip on December 19th, +20th, or 21st; OR January 9th, 10th, or 11th. If Larry and Everett +can also join on one of the same days you are penciled in +for, I would like to book your time for the meeting. + +Larry, + +I have left you a voicemail, and this note. Please let me +know ASAP which of the days that I have penciled in for +Jim Crowder's attendance would also work for you. + +Everett, + +I have called Marie Thibaut and left her the information on +her voicemail. Since she's out, I'll send this to you directly, +as well. Will you also let me know which days (above) +work best for you? + +Steve Pearlman, + +You and I have spoken, I have your availability info. Thank you. + + ++++++++++++++++++++++++++++++++++++++++ + +To clarify the purpose of the Avaya trip: the first day (only) +is for executives to investigate the following items -- +1) what value can EBS deliver to Avaya for Avaya internal +use (product/service solutions, financing, etc.) EBS sell +EBS' solutions to Avaya for Avaya internal use +2) ideas for opportunities for Avaya and EBS to enter into +a ""sell through/sell with"" arrangement, whereby some type +of joint marketing efforts could be enjoined. EBS sell with, +and/or through the Avaya sales organization + + +The second day (only) would be for Avaya and EBS +development/technical staff to meet and brainstorm the: +1) results of the executive meetings' output from 1&2 above, +discuss output of day 1 meetings, & technical issues +and opportunities +and 2) what technical hurdles or opportunities exist which +could enable successful EBS efforts to sell EBS solutions + to Avaya and through Avaya or with Avaya's sales & +marketing team. Larry Ciscon may choose to attend both +days due to the nature of his mission. + + +++++++++++++++++++++++++++++++++++++ + +Please let me know as soon as you can which day or +days would work best for you to make the trip. I need to +get things coordinated with my counterpart at Avaya so +he can schedule his executives' time, and their briefing +center facility. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 03:56 PM ----- + + Jeff Youngflesh + 11/21/2000 10:44 AM + + To: thadwhite@avaya.com + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Thad, can you give Barbara a ""hold"" on this until you and I get the +people scheduled? I have just returned from a day off, and don't +have the information I needed yet. It still looks like Jan 8-9 may be +leading date candidates, with the 19/20 or 20/21 of December being +possible alternates... + +Thank you, + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- + + ""Korp, Barbara I (Barbara)"" + 11/20/2000 01:22 PM + + To: ""'jeff.youngflesh@enron.com'"" + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Jeff, + +I'm in the process of booking the Avaya Briefing Center and need to know how +many people from Enron will be visiting our headquarters. I've asked for +the afternoon of December 13th and all day on the 14th. + +Barb + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + + + +" +"arnold-j/all_documents/190.","Message-ID: <33028306.1075857571441.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 09:58:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Nymex Converter for Nov. 20 - 24 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no thanks. + + + + +Andy Zipper@ENRON +11/28/2000 08:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Nymex Converter for Nov. 20 - 24 + +Do you care about seeing this report ? I use it for general benchmarking. Let +me know if you want to see it regularly. +---------------------- Forwarded by Andy Zipper/Corp/Enron on 11/28/2000 +08:23 AM --------------------------- + + + + From: Peter Berzins 11/27/2000 04:23 PM + + +To: Andy Zipper/Corp/Enron@Enron, Rahil Jafry/HOU/ECT@ECT, Savita +Puthigai/NA/Enron@Enron +cc: Torrey Moorer/HOU/ECT@ECT, Matt Motsinger/HOU/ECT@ECT, Simone La +Rose/HOU/ECT@ECT + +Subject: Nymex Converter for Nov. 20 - 24 + + + + +If you have any questions, I would be more than happy to answer them. + +Thanks, +Pete +x5-7597 + + + + +" +"arnold-j/all_documents/191.","Message-ID: <15786643.1075857571462.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 09:56:00 -0800 (PST) +From: john.arnold@enron.com +To: jeff.pesot@verso.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Pesot, Jeff"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +appears as though the time to get in was last wednesday and everybody already +missed their chance to get out + + + + +""Pesot, Jeff"" on 11/28/2000 02:33:21 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: + + + thursday 6 PM Ruggles on main. + Is it time to get into etoys? + +Jeff Pesot +Verso Technologies +(212) 792-4094 - office +(917) 744-6512 - mobile + +mail to : jeff.pesot@verso.com + www.verso.com + + + +" +"arnold-j/all_documents/192.","Message-ID: <11226230.1075857571484.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 09:54:00 -0800 (PST) +From: john.arnold@enron.com +To: david.dupre@enron.com +Subject: Re: New role +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David P Dupre +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +CONGRATULATIONS + + + + +David P Dupre +11/28/2000 09:02 PM +To: Errol McLaughlin/Corp/Enron@ENRON, Dutch Quigley/HOU/ECT@ECT +cc: Mike Maggi/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT +Subject: New role + +As a recent transfer into the analyst program, I have moved to a new group: +EnronCredit.com, based +in London but I will be working here. I will be working mainly with credit +derivative traders. + +I am at the same phone number, 3-3528, and completely enjoyed my role working +with you +in the Nymex checkout function for the past 1 1/2 years. + +Joe Hunter will be taking my place while a replacement is found. + +Best wishes to each of you at Enron. + +David + +" +"arnold-j/all_documents/193.","Message-ID: <2678925.1075857571506.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 08:11:00 -0800 (PST) +From: brian.m.corbman@bofasecurities.com +To: john.arnold@enron.com +Subject: Wrong address +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Corbman, Brian M."" +X-To: ""John Arnold (E-mail)"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John, +I think I have the wrong email address for your brother. Please email me +the correct one when you get a chance. Thanks, +Brian + + +_____________________________________________________________________ +IMPORTANT NOTICES: + This message is intended only for the addressee. Please notify the +sender by e-mail if you are not the intended recipient. If you are not the +intended recipient, you may not copy, disclose, or distribute this message +or its contents to any other person and any such actions may be unlawful. + + Banc of America Securities LLC(""BAS"") does not accept time +sensitive, action-oriented messages or transaction orders, including orders +to purchase or sell securities, via e-mail. + + BAS reserves the right to monitor and review the content of all +messages sent to or from this e-mail address. Messages sent to or from this +e-mail address may be stored on the BAS e-mail system. +" +"arnold-j/all_documents/194.","Message-ID: <28204961.1075857571528.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 10:03:00 -0800 (PST) +From: enron.announcements@enron.com +To: eligible.employees@enron.com +Subject: Deferral Enrollment 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Enron Announcements +X-To: Eligible Employees +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + =20 +The annual deferral program enrollment process is underway. Enron's Bonus= +=20 +Stock Option and Bonus Phantom Stock Programs provide you with an opportuni= +ty=20 +to receive stock options and phantom stock in lieu of all or a portion of t= +he=20 +cash bonus you may receive during 2001. =20 + +To make enrollment even more convenient for you, this year's deferral progr= +am=20 +information is available on eHRonline. To learn more about your deferral= +=20 +program opportunities and to enroll for 2001 deferrals, access eHRonline at= +=20 +http://ehronline.enron.com. (Call the ISC Help Desk at 713-345-4727 if you= +=20 +need your ID or password to access the system.) + +1. Review the program descriptions (attached to the Election Form) before y= +ou=20 +make your elections. +2. If you decide to defer compensation, complete the Election Form before= +=20 +Friday, December 8, 2000, 5:00 p.m. CST (the enrollment deadline). +3. Print your 2001 Election Form and Confirmation Statement right from the= +=20 +web site and you=01,re finished!=20 + +If you would like to attend an employee meeting to learn more about these= +=20 +programs, following is a list of meeting dates, times, and locations: + +Wednesday, November 29 2:00 p.m. - 3:00 p.m. EB 5C2 +Monday, December 4 9:00 a.m. - 10:00 a.m. The Forum (2 Allen Center, 12t= +h=20 +Fl.) +Tuesday, December 5 2:00 p.m. - 3:00 p.m. EB 5C2 +Wednesday, December 6 2:00 p.m. - 3:00 p.m. EB 5C2 + +Since seating is limited, please RSVP (leave a message for Diana Gutierrez= +=20 +(713-345-7077) confirming your name, phone number, and the meeting you wish= +=20 +to attend). + +DEFERRAL ENROLLMENT 2001--ADDED VALUE FOR YOUR FUTURE" +"arnold-j/all_documents/195.","Message-ID: <17324923.1075857571569.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 08:29:00 -0800 (PST) +From: jenwhite7@zdnetonebox.com +To: john.arnold@enron.com +Subject: more about you +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jennifer White"" +X-To: john.arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +A little bird told me about this. Read it when you have time. + +http://www.computerworld.com/cwi/story/0,1199,NAV47_STO54149,00.html + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com" +"arnold-j/all_documents/196.","Message-ID: <28187137.1075857571590.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 07:15:00 -0800 (PST) +From: msagel@home.com +To: jarnold@enron.com +Subject: Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Mark Sagel"" +X-To: ""John Arnold"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +? +Hope you did ok today. As I said yesterday, the poor close Monday should +lead to additional market weakness, which we saw today. +? +You indicated that you would mail the service agreement back to me.? I don't +know if you have the mailing address, so here it is: +? +Psytech Analytics +11604 Greenspring Ave. +Lutherville, MD? 21093 +? +Speak to you soon.? I'll call when I have?the next decent set-up on my work +for natural.? Feel free to buzz me anytime. +? +Mark" +"arnold-j/all_documents/197.","Message-ID: <19754721.1075857571612.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 10:05:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Z/F !!!! wow. Who would have thunk it. Prompt gas at $6+ and Z/F as +wide as last year. Hard to think of a better scenario for it to flip. +Rather, hard to think of any scenario for any z/f to be contango. if it +couldn't do it this year.... +A lot of boys max withdrawing out of storage because that's what the curve +told them to do last bid week. Obviously, more gas trying to come out than +is being burned, so you have to incentivize an economic player, like an +Enron, to inject. Problem is if we stick it in the ground now, we're pulling +it out in G. When you had z/g at 35 back and cash getting priced off g, +cash/z looks awfully weak, thus putting a lot of pressure on z/f. Storage +economics will always dictate this market except maybe latter half of +winter. Buyers of h/j at 70 certainly hope so anyways. +Agree with you that back half of the winter should be strong. storage boys +are withdrawing today and buying that. bottom fishing in f/g yet or is it +going to zero? + + + + +slafontaine@globalp.com on 11/22/2000 06:50:46 AM +To: John.Arnold@enron.com +cc: +Subject: re:mkts + + + +agree on jan/feb-i cudnt resist sold a little yest at 39-will prob end up +buying +em back at +45 and piss away the rest of my month + +fyi-if you ever have a chance to speak on the phone feel free to call-my time +is +busy but managed only by me not paper flow and eol. so i dont bother you with +calls just an occasional email to give you the time to respond when you have +the +time. im also susprised about dec/jan-mad a few bucks trading it both ways but +one cant help wonder given these loads-gass crazy out west-the so called +impact +of husbanding by end users yet the frontn of the curve still cant backwardate +at +all-indeed makes all the sprds look very rich agaon. + also will be curious how these ""loan deals"" by pipes work ouut. man these +guys cud really be getting themselves in trouble-another big reason dec cash +hasnt been able to go over jan-but i think it will make them strong longs in +the +back of the mkt?? ie are they taking the gas back in march, april?? shud keep +that part of the curve very strong agree? + be cool my man-talk later + + + +" +"arnold-j/all_documents/198.","Message-ID: <30060762.1075857571634.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 09:50:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Nat Gas intraday update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please tell me he's not analyzing bollinger bands. +---------------------- Forwarded by John Arnold/HOU/ECT on 11/27/2000 05:42 +PM --------------------------- + + +""Bob McKinney"" on 11/27/2000 09:46:13 AM +To: ""Capstone"" +cc: +Subject: Nat Gas intraday update + + + +Attached please find a follow up to today's Natural Gas market analysis. +? +Thanks, +? +Bob + - 11-27-00 Nat Gas intraday update 1.doc +" +"arnold-j/all_documents/199.","Message-ID: <2150060.1075857571657.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 09:49:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: not good for the under +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +good seats sill available + + + + + Matthew Arnold + + 11/27/2000 12:33:48 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: not good for the under + +guess who is a sponsor of the galleryfurniture.com bowl? tickets available +in the energizer for $8. + +" +"arnold-j/all_documents/2.","Message-ID: <2337923.1075849624006.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 07:51:00 -0800 (PST) +From: colleen.koenig@enron.com +To: carrie.robert@enron.com +Subject: change in date/time for Compaq's Experience ENRON +Cc: jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.stewart@enron.com +X-From: Colleen Koenig +X-To: Carrie A Robert +X-cc: Jennifer Stewart +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Carrie, + +I hope you had a great Thanksgiving! + +We would like to change the date for the Compaq Experience ENRON request I +submitted online. Originally the date was 12/13, we would like to +reschedule for 12/14 for one hour in the afternoon. Jennifer Stewart Medcalf +will give you a call with further details. + +Colleen Koenig +Analyst +Enron Corp +Global Strategic Sourcing +713.345.5326 + + +" +"arnold-j/all_documents/20.","Message-ID: <9587580.1075849624444.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 06:11:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jamest@kinkos.com +Subject: identifying persons to work with us on defining the Enron/Kinko's + value proposition +Cc: mike.rabon@enron.com, chris.charbonneau@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +Bcc: mike.rabon@enron.com, chris.charbonneau@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: jamest@kinkos.com +X-cc: Mike Rabon, Chris Charbonneau, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Thompson: + +Thank-you for your time this morning as we reviewed progress on the=20 +Kinko's/Enron relationship and discussed how we might move forward with the= +=20 +appropriate individuals at Kinko's who could help us define ""value=20 +propositions."" +=20 +As we mentioned, we would like to have a conference call and/or meeting wit= +h=20 +Kinko's ""solutions architects"" who could work with us on further defining = +=20 +broadband and pulp & paper initatives. If these discussions were held befo= +re=20 +the holidays, this would enable us to prepare both for the Experience Enron= +=20 +event which will be held January 5th, 2001 from 9-11 AM and for subsequent= +=20 +executive level meetings. + +For example, someone who could answer questions regarding communication=20 +transit possibilities with kinkos.com and other broadband-related questions= +=20 +would be helpful in this endeavor. Often, this information comes to us=20 +through the IT organization such as a direct report to the CIO or CTO. =20 +Additionally, someone from the Finance organization (direct report to the= +=20 +CFO) could address the following types of questions regarding Kinko's paper= +=20 +usage: + +Of Kinko's overall costs, where does paper rank? +Does Kinko's have long-term (1-7 years), fixed pricing for copy paper? +Can Kinko's pass-through paper price increases on to its customers? + +Mr. Thompson, I have taken the liberty of attaching the Meeting Minutes fro= +m=20 +the October 6th meeting as background information of our discussions. + +Thank-you for your help. I can be reached at: #(713)-345-6541 and look=20 +forward to speaking soon. +=20 + +Sarah-Joy Hunter, Manager +Enron Corporation +Global Strategic Sourcing, Business Development + + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000= +=20 +10:50 AM --------------------------- + + +Sarah-Joy Hunter +10/06/2000 01:56 PM +To: George Wasaff/NA/Enron@Enron, George Weber/Corp/Enron@ENRON, Daniel=20 +Coleman/NA/Enron@ENRON, Jennifer Stewart/NA/Enron@Enron, Colleen=20 +Koenig/NA/Enron@Enron, Jeff Youngflesh/Enron Communications@Enron=20 +Communications, Mike Rabon/Enron Communications@Enron Communications, Dorot= +hy=20 +Woster/Enron Communications@Enron Communications, danth@kinkos.com,=20 +michaelal@kinkos.com, Ed Quinn/HOU/ECT@ECT, k jamest@kinkos.com, Chris=20 +Charbonneau/NA/Enron@ENRON, Sarah-Joy Hunter/NA/Enron@Enron +cc: =20 + +Subject: Kinko's and Enron Meeting Minutes 10/05/00 + + +Meeting Minutes: Kinko's and Enron=20 +Meeting Purpose: Kinko's and Enron (Enron North America -- Industrial=20 +Markets, Global Strategic Sourcing, Enron Broadband Services) explored=20 +business opportunities between the two companies. Discussions were held=20 +regarding a) setting up Enron as a Kinko's national account as Kinko's buil= +ds=20 +its capacity to deliver services in this arena and b) broadband, price risk= +=20 +management , and facilities management services Enron could provide to Kink= +o's +Date: 10/05/00 + +Kinko's Attendees: =20 +James Thompson, Regional Sales Manager +Dan Thies, Sales Engineer +Mike Allen, Account Manager +Enron Industrial Markets Attendees: =20 +Ed Quinn, Director +Chris Charbonneau, Manager, Pulp & Paper +Global Strategic Sourcing Attendees:=20 +Jennifer Stewart, Senior Director +Jeff Youngflesh, Director +Sarah-Joy Hunter, Manager +Daniel Coleman, Sourcing Portfolio Leader +George Weber, Contracts Manager +Enron Broadband Services Attendee:=20 +Michael Rabon, Western Region Sales Manager + +Value propositions discussed: +GSS=01,s goal is to work with Kinko's to build a series of value propositio= +ns=20 +which provide business for both companies such as the following: =20 +(1) Expanding the Kinko's service capability to a national account with Enr= +on + E-mail and overnight service capabilities=20 + Place the Kinko's products and services into the iBuyit platform=20 + Online document capabilities for targeted departments such as HR and= +=20 +government relations +(2) Enron Broadband Services=20 + -- PoP savings (Brownsville, TX vs. Kansas City locations) + -- Voice over IP=20 +(3) Enron Industrial Markets -- hedging Kinko's price risk in a climate of= +=20 +fluctuating pulp and paper prices + + +ACTION ITEMS: Enron deliverables to Kinkos +1) Provide EFS, EES, and other Enron office locations for Mike Allen so th= +at=20 +other Enron business locations can be=20 +included in the Kinko's/Enron contract for setting up a national account=20 +(George Weber) + +2) Follow up with other Enron business units to see if they would be=20 +interested in a Kinkos on-line document program (George Weber) + +3) Speak with John Pattillo about an Enron Building Services play with Kink= +os=20 +(Jennifer Stewart) + +4) Provide Kinko's representatives passwords to Enron clickpaper.com(Chris= +=20 +Charbonneau, Sarah-Joy Hunter) + +5) Work with Mike Allen and Dan Thies to set up an executive level meeting= +=20 +between Kinko's and Enron (Sarah-Joy Hunter) + +ACTION ITEMS: Kinkos deliverables to Enron +1) Contact Kinko's executives (CFO, CIO, CTO, and other decision makers in= +=20 +Kinkos.com) to set up an executive level meeting between Kinko's and Enron= +=20 +(Mike Allen, Dan Thies, James Thompson) + +2) Start the process of establishing a national account for Enron (Mike=20 +Allen) + +3) In addition to invoices and American Express cards, does Kinko's have th= +e=20 +capacity to include other credit cards as a method of payment? (Mike Allen) + + +Follow-up Conference Call (Sarah-Joy Hunter and Mike Allen): Friday, Octob= +er=20 +13th at 11:30AM. + +" +"arnold-j/all_documents/200.","Message-ID: <31490655.1075857571683.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 09:48:00 -0800 (PST) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Service Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The agreement is fine. I'll mail it out. + + + + +""Mark Sagel"" on 11/27/2000 03:16:15 PM +To: ""John Arnold"" +cc: +Subject: Service Agreement + + + +John: +? +Thanks again for the opportunity to provide my technical service.? Attached +is an agreement that covers our arrangement.? Let me know if you have any +questions.? If it's ok, please sign and fax back to me at (410)308-0441.? I +look forward to working with you.? +? +Mark Sagel +Psytech Analytics +(410)308-0245 + - Agree-Enron.doc + +" +"arnold-j/all_documents/201.","Message-ID: <9387097.1075857571705.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 08:16:00 -0800 (PST) +From: msagel@home.com +To: jarnold@enron.com +Subject: Service Agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Mark Sagel"" +X-To: ""John Arnold"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +? +Thanks again for the opportunity to provide my technical service.? Attached +is an agreement that covers our arrangement.? Let me know if you have any +questions.? If it's ok, please sign and fax back to me at (410)308-0441.? I +look forward to working with you.? +? +Mark Sagel +Psytech Analytics +(410)308-0245 + - Agree-Enron.doc" +"arnold-j/all_documents/202.","Message-ID: <29557934.1075857571726.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 05:47:00 -0800 (PST) +From: andrea.richards@enron.com +To: john.arnold@enron.com +Subject: Needs Assessment Form +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Andrea Richards +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Per your request to fill your open Associate position, please complete the +attached Needs Assessment Form and return to me so that I may send out +resumes of candidates that fit your need. + + + + +If you have questions, call me at x36499. + +Thanks! + +Andrea" +"arnold-j/all_documents/203.","Message-ID: <6837511.1075857571754.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 05:22:00 -0800 (PST) +From: ina.rangel@enron.com +To: tom.donohoe@enron.com, kelli.stevens@enron.com, jason.williams@enron.com, + patrice.mims@enron.com, kevin.ruscitti@enron.com, + martin.cuilla@enron.com, geoff.storey@enron.com, + hunter.shively@enron.com, andrew.lewis@enron.com, + sylvia.pollan@enron.com, sandra.brawner@enron.com, + peter.keavey@enron.com, brad.mckay@enron.com, robin.barbe@enron.com, + john.taylor@enron.com, susan.pereira@enron.com, + andrea.ring@enron.com, scott.neal@enron.com, dick.jenkins@enron.com, + scott.hendrickson@enron.com, dan.junek@enron.com, + jared.kaiser@enron.com, tammi.depaolis@enron.com, + judy.townsend@enron.com, chris.germany@enron.com, + jay.reitmeyer@enron.com, kenneth.shulklapper@enron.com, + matthew.lenhart@enron.com, steven.south@enron.com, + jane.tholt@enron.com, monique.sanchez@enron.com, + keith.holst@enron.com, phillip.allen@enron.com, + mike.grigsby@enron.com, carey.metz@enron.com, + stacey.neuweiler@enron.com, liz.bellamy@enron.com, + jim.schwieger@enron.com, thomas.martin@enron.com, + greg.mcclendon@enron.com, elsa.villarreal@enron.com, + daren.farmer@enron.com, lauri.allen@enron.com, + edward.gottlob@enron.com, gary.lamphier@enron.com, + danny.conner@enron.com, john.arnold@enron.com, mike.maggi@enron.com, + larry.may@enron.com +Subject: Implementation of the Gas Message Board Application +Cc: laura.harder@enron.com, kimberly.brown@enron.com, airam.arteaga@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: laura.harder@enron.com, kimberly.brown@enron.com, airam.arteaga@enron.com +X-From: Ina Rangel +X-To: Tom Donohoe, Kelli Stevens, Jason Williams, Patrice L Mims, Kevin Ruscitti, Martin Cuilla, Geoff Storey, Hunter S Shively, Andrew H Lewis, Sylvia S Pollan, Sandra F Brawner, Peter F Keavey, Brad McKay, Robin Barbe, John Craig Taylor, Susan W Pereira, Andrea Ring, Scott Neal, Dick Jenkins, Scott Hendrickson, Dan Junek, Jared Kaiser, Tammi DePaolis, Judy Townsend, Chris Germany, Jay Reitmeyer, Kenneth Shulklapper, Matthew Lenhart, Steven P South, Jane M Tholt, Monique Sanchez, Keith Holst, Phillip K Allen, Mike Grigsby, Carey M Metz, Stacey Neuweiler, Liz Bellamy, Jim Schwieger, Thomas A Martin, Greg McClendon, Elsa Villarreal, Daren J Farmer, Lauri A Allen, Edward D Gottlob, Gary W Lamphier, Danny Conner, John Arnold, Mike Maggi, Larry May +X-cc: Laura Harder, Kimberly Brown, Airam Arteaga +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please see the following instructions for the new messenging board. If you +have any trouble entering into this site, please let me know. Everyone +should now be setup and ready to go. You will have to add this site to one of +your favorites. + +The Gas Message Board application can run on both IE5.0 and IE5.5 now. + +Attached is the URL for user to run the application. + +http://gasmsgboard.dev.corp.enron.com + +Please feel free to forward above URL to people who like to test the +application. + +Here is the steps they should do: + +1) Launch Internet Explorer + +2) Type: http://gasmsgboard.dev.corp.enron.com (or just open this email and +click on above URL) + +3) Users should see the messages if there is any new messages for today. If +they don't see any messages, there are two reasons: + (1) They are not valid users. Their names have not been added into the NT +Web_GasTraders Group yet. Please contact Chrysti Hardy to add their names +into the group. + (2) There is no new messages added yet. + +4) Click on ""Comments"" button to add messages: there will be a popup window +when user clicks on ""comments"" button. There are two ways to send the +messages after typing the +messages into the text box: + (1) just simply press enter to send the message. or + (2) click on ""send"" button to send the message. + +5) After the message has been sent, The message will be displayed on the main +window immediately, the rest people who are online will get the new message +in less than 30 seconds. This time can be reduced to as less as 1 second. +However, I would not recommend to reduce the time interval less than 10 +second. Because each time the browser refreshes the screen, the screen will +be blink. Users don't want the screen blink every second while they read the +messages. + +6) All messages will be cleaned up daily at 6:00PM. If they like to clean +them up later than 6:00PM, please let me know. I can reset the time. + +Note: Right now the application is under test environment. If they like it, I +will move it into production environment soon. + +Let me know any feedbacks. + +Thanks, + +Fangming + + + + +" +"arnold-j/all_documents/204.","Message-ID: <27688281.1075857571775.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 13:13:00 -0800 (PST) +From: klarnold@flash.net +To: john.arnold@enron.com, matthew.arnold@enron.com +Subject: Mom's Itinerary +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Karen Arnold +X-To: john.arnold@enron.com, Matthew.Arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Panama Canal Cruise +Ship: Sun Princess +1-900-225-5744 or +1-800-princess + +Leave: November 29, 2000 +Delta Airlines +DFW to Atlanta +Flt 16, depart 07:35am, arrive 10:39am + +Atlanta to San Jose: +Flt. 464, depart 12:00 noon, arrive 04:36pm + +Return: December 9, 2000 +Continental Airlines +San Jose to Houston +Flt. 723, depart 8:02pm, arrive 09:08pm + +I'll talk with you Tuesday evening before I leave.? Love you.? Your Mom." +"arnold-j/all_documents/205.","Message-ID: <24087299.1075857571797.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 13:01:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +who were you trying to bet on?? + + + + +John J Lavorato@ENRON +11/26/2000 08:55 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +That's cheap + +" +"arnold-j/all_documents/206.","Message-ID: <1027370.1075857571818.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 09:45:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Oak -11 or Atl +11 ???? + +Bet voided + + + + +John J Lavorato@ENRON +11/23/2000 09:42 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +250 per + +New England +6 +Over 37 1/2 NE/DET +Minn -7 1/2 +Buff +3 1/2 +Miami +5 1/2 +Phil +6 1/2 +Clev +16 +Chic +7 +Oak +11 +Jack +3 1/2 +Den -3 +KC -2 +Giants/Ariz over 38 + +Current 3730 + +" +"arnold-j/all_documents/207.","Message-ID: <20033751.1075857571840.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 09:20:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +adams 30 631" +"arnold-j/all_documents/208.","Message-ID: <22095656.1075857571861.JavaMail.evans@thyme> +Date: Sun, 26 Nov 2000 08:56:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +adams bot 1/2 6365" +"arnold-j/all_documents/209.","Message-ID: <14795822.1075857571882.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:34:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Not nice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Hope you're enjoying the Holidays. I don't have your cell phone #, so call +me if you get bored this week. Sorry I didn't return your call Monday. I'll +be in the Big D. You can reach me on my cell or, better yet, at 972 934 3440. +Adios amigos: +John" +"arnold-j/all_documents/21.","Message-ID: <10082549.1075849624531.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 06:44:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: patrick.tucker@enron.com +Subject: Connectivity contact at HP +Cc: matt.harris@enron.com, jennifer.medcalf@enron.com, gerry_cashiola@hp.com, + greg_pyle@hp.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: matt.harris@enron.com, jennifer.medcalf@enron.com, gerry_cashiola@hp.com, + greg_pyle@hp.com +X-From: Sarah-Joy Hunter +X-To: Patrick Tucker +X-cc: Matt Harris, Jennifer Medcalf, gerry_cashiola@hp.com, greg_pyle@hp.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Patrick: + +As we discussed this morning, Greg Pyle, Gerry Cashiola, and I spoke this +morning. Greg Pyle will be getting back to us next week regarding the HP +contact on Connectivity issues discussed at our last meeting. He is well on +the way to identifying the appropriate person who could speak with our EBS +team . + +We'll catch up on the Storage Services conference call December 7th at 10 AM! + +Sarah-Joy Hunter" +"arnold-j/all_documents/210.","Message-ID: <1496210.1075857571903.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:30:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +eat shit + + + + +John J Lavorato@ENRON +11/18/2000 01:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Football bets 200 each + +Minn -9.5 +Buff +2.5 +Phil -7 +Indi -4.5 +Cinnci +7 +Det +6 +clev +16 +Den +9.5 +Dall +7.5 +Jack +3.5 + + +" +"arnold-j/all_documents/211.","Message-ID: <14531913.1075857571925.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:19:00 -0800 (PST) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: FIMAT loan agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i assume means carrying equity positions, which of course the line would not +be used for. +john + + + + +Sarah Wesner@ENRON +11/20/2000 12:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FIMAT loan agreement + +John - the FIMAT loan agreeemnt will prohibit ENE from using loan proceeds as +follows: +No part of the proceeds of any Advance hereunder will be used for +""purchasing"" or ""carrying"" any ""margin stock"" within the respective meanings +of each of the quoted terms under Regulation U of the Board of Governors of +the Federal Reserve System as now and from time to time hereafter in effect. + +Do you know whether you engage in purchasing or carrying margin stock? I +will check with legal as well. + +Sarah + + + +" +"arnold-j/all_documents/212.","Message-ID: <28717626.1075857571947.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 13:16:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: re:mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Haven't had the best of months. Like you had some good positions but others +wiped out everything. Unbelievable how the whole curve moves as one for 6 +months and then separates completely. The z/f/g and f/g/h flies are +amazing. Something definitely out of whack. Hard to believe cash in Z will +be cantango to F and front spread, F/G, will be 40. Spreads definitely +implying we will see some $10+ prints on daily cash at the hub this winter. +Hell, already seeing it in the West. The system is just broken there. +interesting to see if it is a sign of what can come in the east later. +definitely more flexibility in the east so the blowouts won't occur until +latter part of the winter. the inelasticity of demand continues to be +unbelievable. who would have thunk it. Gas can be 3 times what it was one +year ago and not a significant loss of demand. +market definitely trained to buy the dips at this point. continues to be a +very trending market. most days finish on the intraday high or low. +Pira told the boys to hedge jv and cal 2 and the impact has been +significant. i quote bids on term strips 5 times a day. understand they +are changing their view somewhat tomorrow. wait and see if it relieves some +back pressure. very surprised at lack of spec long interest in jv at 4.5 +considering the scenario that's being painted. + + + + +slafontaine@globalp.com on 11/21/2000 01:06:40 PM +To: jarnold@enron.com +cc: +Subject: re:mkts + + + +johnny, hope things re treating you well. this month has been frustrating for +me-generally caught many mkt moves but had 2 postions that nearly cancelled +all +the rest. im finding it really really hard to assess risk now in oil and gas +therefore im taking a step back esp in front of holidays and year end. was +long +mar gas vs backs which worked great but i took profits waayyy too early + flat px i think is pretty clear-if weather stays normal to below we keep a +flaoor at 5.80-6.00 bucks for another 40 days at least. if we have sustained +aboves we drop like a rock in part due to back en d pressure. + + but spreads-what the hell do we do with em?????????? was just saying to +mark +silverman there is a huge opportunity here staring us in the face but i hve no +idea what it is-i have equal arguements for why sprds shud fall or move out. +any +great insites? hope all is well and enjoy the long weeknd-we both deserve it. + guess the curve will stop blowing out when/if we see the back end selling +dry +up?? + + + +" +"arnold-j/all_documents/213.","Message-ID: <10192882.1075857571968.JavaMail.evans@thyme> +Date: Tue, 21 Nov 2000 06:33:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: NY +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +It is the Blue Men Group. Two friends highly recommend it. It's in the +Astor Theatre on Lafayette in the Village. +43rd should be good. I think you woul dhave had more flavor in Harlem though + + + + + +""Jennifer White"" on 11/21/2000 01:54:16 PM +To: john.arnold@enron.com +cc: +Subject: NY + + +I've been tasked with getting tickets to a show. Was it 'Blue Men Group' +that you recommended we see? And Michelle lives on W43rd, so it's not +as bad as you thought. + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/214.","Message-ID: <16396432.1075857571990.JavaMail.evans@thyme> +Date: Mon, 20 Nov 2000 07:57:00 -0800 (PST) +From: john.arnold@enron.com +To: kathie.grabstald@enron.com +Subject: Re: ENSIDE Newsletter +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kathie Grabstald +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm always here so just coordinate with my assistant, Ina Rangle. Thanks, +John + + + + +Kathie Grabstald +11/20/2000 02:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ENSIDE Newsletter + +Good Afternoon, John! + +Thanks for agreeing to be one of the Profile articles in the next issue of +the ENSIDE. Michelle Vitrella assured me that you would be an interesting +topic! Our newsletter is set for publication in February and I am setting my +interview schedule now. I would love to sit down and visit with you for +about 30 minutes in the early part of December. Please let me know a day and +time that is convenient for you. + +I look forward to hearing from you! +Kathie Grabstald +ENA Public Relations +x 3-9610 + +" +"arnold-j/all_documents/215.","Message-ID: <25852399.1075857572013.JavaMail.evans@thyme> +Date: Mon, 20 Nov 2000 06:27:00 -0800 (PST) +From: john.arnold@enron.com +To: ksmalek@aep.com +Subject: Re: Cal02 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ksmalek@aep.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +isn't market making on electronic systems fun??? + + + + +ksmalek@aep.com on 11/20/2000 01:17:35 PM +To: John.arnold@enron.com +cc: +Subject: Cal02 + + +I cant go take a pee w/o you sneaking up on me on ICE, ICE BABY. + + +" +"arnold-j/all_documents/216.","Message-ID: <4941256.1075857572035.JavaMail.evans@thyme> +Date: Sun, 19 Nov 2000 09:34:00 -0800 (PST) +From: jennifer.fraser@enron.com +To: alex.mcleish@enron.com, sarah.mulholland@enron.com, chris.mahoney@enron.com, + david.botchlett@enron.com, john.arnold@enron.com, + chris.gaskill@enron.com, julie.gomez@enron.com, + elizabeth.shim@enron.com +Subject: Fuel Switching +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jennifer Fraser +X-To: Alex Mcleish, Sarah Mulholland, Chris Mahoney, David J Botchlett, John Arnold, Chris Gaskill, Julie A Gomez, Elizabeth Shim +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The attached report contains an analysis of fuel switching capability. It +also details one of the current problems with EIA data. The EIA data +contains FERC form I data. Once generation is sold its fuel consumption is no +longer reported to the DOE. Hence an analysis of the DOE cost and quality of +generation fuels is incomplete becasue of the lack of NUG data. WEFA gets +around this by using 1998 FERC FORM I data. After 1998, there were +significant sales of generation due to the ongoing legislation and +deregulation at the state level. + + + - NGM11_00.pdf" +"arnold-j/all_documents/217.","Message-ID: <485924.1075857572057.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 09:30:00 -0800 (PST) +From: msagel@home.com +To: jarnold@enron.com +Subject: Status +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Mark Sagel"" +X-To: ""John Arnold"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +? +I'm not really sure what happened between us.? I was under the impression +after my visit to Houston that we were about to enter into a trial agreement +for my advisory work.? Somehow,?this never occurred.? Did I say or do +something wrong to screw this up??? +? +I don't know if you've blown this whole thing off, but I still hope you are +interested in trying?to create an arrangement.? As a courtesy, here is my +report from this past weekend.? If you are no longer interested in my work, +please tell me so.??Best wishes, +? +Mark Sagel +Psytech Analytics +(410)308-0245? + - energy2000-1112.doc" +"arnold-j/all_documents/218.","Message-ID: <13208200.1075857572078.JavaMail.evans@thyme> +Date: Thu, 16 Nov 2000 07:50:00 -0800 (PST) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +best GUESS P&L tonight is +7" +"arnold-j/all_documents/219.","Message-ID: <27652712.1075857572101.JavaMail.evans@thyme> +Date: Wed, 15 Nov 2000 10:22:00 -0800 (PST) +From: enron.announcements@enron.com +To: all_ena_egm_eim@enron.com +Subject: Ameriflash Newsletter +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Enron Announcements +X-To: All_ENA_EGM_EIM +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +BUSINESS HIGHLIGHTS + +Coal Trading +The liquidity in trading of the Standard European Coal Agreement has=20 +increased significantly over the last 6 weeks. Many counterparties that=20 +previously opted to stay on the sidelines finally chose to join the game.= +=20 +Since the contract's inception at the beginning of the year, Enron has trad= +ed=20 +a total of 5.3 million tons against the SECA contract, of which 3.8 million= +=20 +tons has been traded via EnronOnline since July 2000. We are 5.3 million= +=20 +tons of a total traded market of 5.8 million tons. + +Principal Investments +Tridium Inc., the leading provider of Internet-based automation=20 +infrastructure solutions, announced the close of a $20 million round of=20 +capital funding. The funds will be used to increase Tridium=01,s sales and= +=20 +technical support offices in North America, expand its operations into Euro= +pe=20 +and Asia, and enhance its technology and products. kRoad Ventures, L.P. and= +=20 +Enron North America each contributed $10 million in venture capital. + +Corporate Development +Allegheny Energy Supply Company, LLC, a wholly owned subsidiary of Alleghen= +y=20 +Energy, Inc., announced the signing of a definitive agreement under which= +=20 +Allegheny Energy Supply will purchase three Enron natural gas-fired merchan= +t=20 +generating facilities. The acquisition is expected to close in the 2nd=20 +quarter of 2001. + +PERFORMANCE REVIEW + +The deadline to provide feedback is Friday, November 17. If you have been= +=20 +selected to provide feedback on one of your fellow employees, please take t= +he=20 +time to fill out an evaluation online at www.pep.enron.com. + +IN THE NEWS + +""Enron Corp., already North America's biggest, buyer and seller of natural= +=20 +gas and electric power is dead serious about its efforts to capture a big= +=20 +slice of the $400 billion global trade in pulp, paper and lumber."" +-Reuters News Service + + +2000 CHAIRMAN=01,S AWARD NOMINEES +Please join us in congratulating the ENA/EIM/EGM/ employees who have been= +=20 +recognized as Chairman=01,s award nominees. + +Congratulations to: + + Irma Alvarez Alan Aronowitz Rick Bergseiker Carol Coats Joya Davis =20 +Rufino Durante + Sue Foust Julie Gomez Barbara Gray Jackie Griffith John Harrison Gerr= +i=20 +Irvine + Kathy Benedict Michael Kelley Mike McConnell Dave Nommensen Ina Norman = +=20 +Juan Padron + Veronica Parra Michael Roberts Rhonda Robinson Kevin Sweeney Helen=20 +Taylor Stacey White + +Extra kudos to BARBARA GRAY, who is a finalist for the 2000 Chairman=01,s= +=20 +Award. Barbara and ten other individuals are flying to San Antonio from=20 +around the world to be honored at Enron=01,s annual Management Conference. = + One=20 +of these finalists will be recognized as the 2000 Chairman=01,s Award winne= +r.=20 + + +WELCOME +New Hires ENA/EIM/EGM +ENA =01) Anil Chandy, Alejandra Chavez +EGM =01) Marty Cates, JoAnne Underwood, Brad Miller + +Transfers to ENA/EIM/EGM +ENA =01) Mark Wadlington, Jennifer Blay-Smith, Georgian Landau, Kathryn Bus= +sell,=20 +John Coleman, Steven Gillespie, Clarissa Garcia, Ina Rangel, Farouk Lalji,= +=20 +Eva Rainer, Chuchu Wang, Smith Day +EGM =01) Gloria Solis, Carmella Jones, Nancy Haralson + + +LEGAL STUFF +The information contained in this newsletter is confidential and proprietar= +y=20 +to Enron Corp. and its subsidiaries. It is intended for internal use only= +=20 +and should not be disclosed outside of Enron." +"arnold-j/all_documents/22.","Message-ID: <7524774.1075849624553.JavaMail.evans@thyme> +Date: Sat, 2 Dec 2000 04:23:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: broadband solutions architect +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer: + +Mike Rabon had just forwarded to me this helpful synopsis of the opportunity +with Kinko's as he sees it. I would like to forward this on to James +Thompson to assist him in targeting the right person for us to work with (and +cc Mike Rabon). Is this a good idea to forward on the e-mail or is it +overkill given the e-mail I sent yesterday? Second, could I mention ""Gary +King"" Mike Rabon's Kinko's contact in the e-mail? + +Thanks for your suggestion! SJ + + + + +Mr. Thompson: + +Here are several ""touchpoints"" identified by Mike Rabon, the Enron Broadband +Services originator, which may facilitate your finding the appropriate +broadband solutions architect at Kinko's. You may recall having met Mike +Rabon in the October 6th meeting. + +Kinko's has an IP network today with access to all branches. Kinko's had +expressed the need to add more hubs to that network and make some changes to +it in the spring 2001 time frame. Enron's goal would be to make a needs +assessment for the desired structure that Kinko's would like to see as it +pertains to: +Near term network planning. +IP Transport - Capacity requirements for Mbps, and burst potential. +IP Transit - Capacity requirements and current contract usage for internet +transit. Kinkos.com in particular has a high potential for IP transit +capacity. +Storage - As the hubs and branch numbers grow, there may be a need for +managed storage. Enron's solution will reduce, or eliminate the need to buy +storage devices. Mike Rabon would like to speak with someone at Kinko's about +your storage strategy and growth. +Collocation - There is a substantial opportunity for Enron to provide the +actual space to be used for the hubs, as well as the IP transport from the +hubs. +Interactive Video - Enron's IPNet Connect product will allow high quality +H.323 video conferencing at bandwidths well above 768K. Utilizing the Enron +IPNet Connect network installed to branches can allow video costs to be +significantly reduced, and allow much higher video quality. Enron's +utilization of IP precedence will allow business traffic, internet traffic +and video traffic to traverse the same network. Mike Rabon would like to +speak to the Video Conferencing product manager. +Risk Management - Enron's expertise in Risk Management needs to be +communicated to the proper person. + + +" +"arnold-j/all_documents/220.","Message-ID: <30248650.1075857572163.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 06:25:00 -0800 (PST) +From: peter.berzins@enron.com +To: david.forster@enron.com, john.arnold@enron.com, dutch.quigley@enron.com +Subject: OTC NG Price Book Trades +Cc: torrey.moorer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: torrey.moorer@enron.com +X-From: Peter Berzins +X-To: David Forster, John Arnold, Dutch Quigley +X-cc: Torrey Moorer +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The EOL Reporting Database treats any distinct deal number as a separate +unique deal. An example would be a deal done with KUKUI Inc. on November +8th, 2000. It is booked as deal numbers Q86409.1, Q86409.2, Q86409.3, and +Q86409.4. These are four separate and unique deal numbers and therefore +count as a total of four deals. + +We understand that the trade desk may consider the deal in this example as +just one large deal with 4 different parts. Unfortunately, the EOL +Reporting Database has no way of telling whether or not these types of deals +are distinct different deals or part of one larger deal. Since this +currently can not be known, the EOL Reporting Database uses the most +conservative approach and counts them all as individual deals. This results +in a higher OTC deal count and thus a lower EOL percentage of all deals. + +If you have any further questions , please don't hesitate to ask. + +Pete Berzins +x57597 + +" +"arnold-j/all_documents/221.","Message-ID: <5875735.1075857572185.JavaMail.evans@thyme> +Date: Tue, 14 Nov 2000 12:18:00 -0800 (PST) +From: mariamarcelle@hotmail.com +To: jarnold@enron.com +Subject: bank wire wsex +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""maria marcelle"" +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dear Mr.. Lavorato, + +The $1500 that you sent to us in October, has not been credited to our +account.If those funds were sent through AM TRADE INTERNATIONAL, you need to +have your bank send an amendment message stating that the respective funds +are intended for final credit to World Sports Exchange/ ACCT # 12307915. + +Most likely, those funds are sitting at the Antigua Overseas Bank. + +2. Another suggestion would be to call back those funds since the +beneficiary is not in receipt of payment, and resend it through the new +instruction as per our website.This method is guaranteed more efficient. + +For any further questions, please call the accounts department at WSEX. + +REGARDS +MARIA. +Accounts Manager +_________________________________________________________________________ +Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. + +Share information about yourself, create your own public profile at +http://profiles.msn.com." +"arnold-j/all_documents/222.","Message-ID: <2795581.1075857572206.JavaMail.evans@thyme> +Date: Sun, 12 Nov 2000 18:13:00 -0800 (PST) +From: adam.r.bayer@vanderbilt.edu +To: john.arnold@enron.com +Subject: How are things in Houston? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Adam Bayer"" +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello Mr. Arnold, + +I hope that things have calmed down in the gas market with the cold weather +finally developing. I have been selected to come to Houston for final round +interviews. Do you know if visitors can come to the trading floor to see +what the operations are like? Also, if you have any hints on approaching +the final round of interviews, I would appreciate them. + +Thank you for your help during the application process, and I hope you have +a good week. + +Cordially, + +Adam Bayer" +"arnold-j/all_documents/223.","Message-ID: <9141370.1075857572227.JavaMail.evans@thyme> +Date: Fri, 10 Nov 2000 10:26:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +get lost" +"arnold-j/all_documents/224.","Message-ID: <26826995.1075857572249.JavaMail.evans@thyme> +Date: Fri, 10 Nov 2000 08:28:00 -0800 (PST) +From: per.sekse@enron.com +To: john.arnold@enron.com +Subject: Potential Junior Trader for you +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Per Sekse +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I had Devon put together a resume for you to get an idea of his experience to +date. He's not our typical MBA Associate, but I feel he has great potential +as a junior trader. I'll call you later to discuss. Per + +---------------------- Forwarded by Per Sekse/NY/ECT on 11/10/2000 04:07 PM +--------------------------- + + Enron Capital & Trade Resources Corp. + + From: Devin_Burnett@PECHINEY.COM 11/10/2000 02:17 +PM + + +To: psekse@ect.enron.com +cc: +Subject: + + + + +hope this is better. +its best if i speak to who ever i need to outside of the office when i can +speak a little more freely ie after 5:30 i stuck my mobile # on it + +(See attached file: DKB CV.doc) + + - DKB CV.doc +" +"arnold-j/all_documents/225.","Message-ID: <10404491.1075857572270.JavaMail.evans@thyme> +Date: Fri, 10 Nov 2000 05:57:00 -0800 (PST) +From: alan_batt@oxy.com +To: john.arnold@enron.com +Subject: RE: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: +X-To: John.Arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John, + +Thanks for the email and the offer to route my resume in the most +expeditious way. I saw only one job that was posted on Enron's website that +looked like a good fit. It was an asset evaluation and integration job for +Enron North America: job # 0000105886. + +My primary strengths are: + +Natural gas asset acquisition and management +Supporting a trading organization by providing excellent futures and +derivatives execution +Trading proprietary books (fixed price or otherwise)where there is a +competitive reason to be in the market, i.e. transportation spreads, +storage, physical presence +Good customer relations/account development +Ability to focus on and analyze a wide range of problems/opportunities +Stong negotiator + +I know that Enron is a big, happening place and it is invaluble to have +someone like you to help me sort out the opportunities. Where I am coming +from is that I have to more valuble to Enron than I am to Oxy because Oxy is +doing frustratingly little to leverage itself and Enron is setting every +trend imaginable in leveraging itself. + +I appreciate any help you can provide. + +Thanks. + +Alan + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Wednesday, November 08, 2000 5:15 PM +To: Alan_Batt@oxy.com +Subject: Re: Resume + + + +Alan: +I received your email. I'll make sure it goes through the proper channels. +It may help if you give specific positions that interest you most as Enron +is such a big place, it will help focus the resume to the right people. +John" +"arnold-j/all_documents/226.","Message-ID: <16149084.1075857572295.JavaMail.evans@thyme> +Date: Thu, 9 Nov 2000 23:53:00 -0800 (PST) +From: fzerilli@powermerchants.com +To: christine_zerilli@lotus.com, ddalessa@sempratrading.com, + eric_carlstrom@ars.aon.com, ecarlst@aol.com, + votruba@worldnet.att.net, lew_g._williams@aep.com, bak2texas@msn.com, + legs1@optonline.net, mzerilli@optonline.net, rvotruba@eliaspress.com, + szerilli@optonline.net, sah51099@cs.com, jarnold@enron.com +Subject: Home Depot +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" +X-To: ""Christine Zerilli (E-mail)"" , ""David D'alessandro (E-mail)"" , ""Eric Carlstrom (E-mail)"" , ""Eric Carlstrom (E-mail 2)"" , ""Jeannine & Rob Votruba (E-mail)"" , ""Lew G. Williams (E-mail)"" , ""Lew G. Williams (E-mail 2)"" , ""Michael Legname (E-mail)"" , ""Mom & Dad Zerilli (E-mail)"" , ""Robert Votruba (E-mail)"" , ""Sharon C. Zerilli (E-mail)"" , ""Stacey & Dave Hoey (E-mail)"" , ""'jarnold@enron.com'"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +This was sent to me from my friend who works at the Home Depot corporate +office.> + + +> >>The stupidity of some people in this world never fails to amaze me. +> >> +> >> This picture is real - not doctored in anyway - and was taken last +week +> >>in +> >> Waldorf, MD by a Transportation Supervisor for a company that +delivers +> >> building materials for 84 Lumber. When he saw it there in the +parking +> >>lot +> >> of IHOP, he went and bought a camera to take pictures. +> >> +> >> The car is still running as can be witnessed by the exhaust. A +woman +is +> >> either asleep or otherwise out in the front seat passenger side. +The +> >>guy +> >> driving it was over jogging up and down on Rt. 925 in the +background. +> >>The +> >> witnesses said their physical state was OTHER than normal and the +police +> >> just shook their heads in amazement. The driver finally came back +after +> >> the police were there and was getting down at the back to cut the +'twine +> >> around the load. They told him to get back until it was taken +off. +> >> +> >> The materials were loaded at Home Depot. Their store manager said +they +> >> had the customer sign a waiver! +> >> +> >> Both back tires are trashed. The back shocks were driven up +through +> >>the +> >> floorboard. In the back seat are 10 bags, 80 lbs. each of +concrete. +> >> On the roof is many 2X4s, 4X4s and OSB sheets of lumber. They +estimated +> >>the +> >> load weight at 3000 lbs. The car is a VW Jetta with FL plates +and +the +> >>guy +> >> said he was headed for Annapolis. +> >> +> >>JUST UNBELIEVABLE!!!! +> >> +> + + + + - stupid.jpg" +"arnold-j/all_documents/227.","Message-ID: <29420978.1075857572316.JavaMail.evans@thyme> +Date: Thu, 9 Nov 2000 07:54:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: ACCESS Trades for 11/09/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 11/09/2000 03:54 +PM --------------------------- + + +""Mancino, Joseph (NY Int)"" on 11/09/2000 08:32:32 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: ACCESS Trades for 11/09/00 + + +Here are the trades executed on ACCESS last night: + +S 50 Z 5350 +S 50 Z 5335 + +B 9 Z 5330 +B 2 Z 5320 +B 4 Z 5322 +B 6 Z 5323 +B 5 Z 5345 +B 10 Z 5355 +B 3 Z 5355 +B 5 Z 5358 + + +B 100 Z 5323 +S 100 F 5369 + + +Joseph Mancino +E.D. & F. Man International +(212)566-9700 + +" +"arnold-j/all_documents/228.","Message-ID: <20274352.1075857572337.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 09:15:00 -0800 (PST) +From: john.arnold@enron.com +To: alan_batt@oxy.com +Subject: Re: Resume +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Alan: +I received your email. I'll make sure it goes through the proper channels. +It may help if you give specific positions that interest you most as Enron is +such a big place, it will help focus the resume to the right people. +John" +"arnold-j/all_documents/229.","Message-ID: <5778838.1075857572359.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 09:10:00 -0800 (PST) +From: john.arnold@enron.com +To: smithf@epenergy.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Smith, Foster"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I almost forget about your debt, but then your BMW 315ia reminded me of it." +"arnold-j/all_documents/23.","Message-ID: <2224044.1075849624577.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 00:49:00 -0800 (PST) +From: jennifer.stewart@enron.com +To: jennifer.medcalf@enron.com +Subject: Vengas venue / Venezuela +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jennifer N Stewart +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/04/2000 +08:45 AM --------------------------- + + + + From: Jim Rountree 12/04/2000 07:50 AM + + +To: Don Hawkins/OTS/Enron@Enron, Jennifer N Stewart/NA/Enron@Enron +cc: + +Subject: Vengas venue / Venezuela + +I want to pass on my sincere appreciation for the excellent work and +assistance from Colleen Koenig during last weeks crisis management program in +Venezuela. Colleen was more than helpful and provided services that I found +invaluable. She was extremely well liked by the senior management of Vengas +and spent a great deal of time with them in creating an environment conducive +to teamwork and productivity. Her language skills, knowledge and personality +provided an incredible resource. Thanks for allowing my program her services +and I look forward to working with her again in the future. + +Jim Rountree +" +"arnold-j/all_documents/230.","Message-ID: <18409618.1075857572380.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 09:07:00 -0800 (PST) +From: john.arnold@enron.com +To: kendrick.brown@eia.doe.gov +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: kendrick.brown@eia.doe.gov +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I am not able to pull up the link for the short term outlook for natural +gas. Can you please make sure the link is updates. +Thanks, +John" +"arnold-j/all_documents/231.","Message-ID: <5032660.1075857572401.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 08:57:00 -0800 (PST) +From: john.arnold@enron.com +To: stephanie.sever@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Stephanie Sever +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stephanie: +Please set up Mike Maggi for trding on Intercontinental Exch. +Thanks, +John" +"arnold-j/all_documents/232.","Message-ID: <26759574.1075857572423.JavaMail.evans@thyme> +Date: Wed, 8 Nov 2000 03:55:00 -0800 (PST) +From: john.arnold@enron.com +To: smithf@epenergy.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Smith, Foster"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +welcome to the world of electronic market making. .. it's fun ,huh? + + + + +""Smith, Foster"" on 11/08/2000 08:44:36 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: + + +Hey dickhead....quit arbing me on ice. When are we going to another +Rocket's game so I can when my fucking money back? + + +****************************************************************** +This email and any files transmitted with it from El Paso +Energy Corporation are confidential and intended solely +for the use of the individual or entity to whom they are +addressed. If you have received this email in error +please notify the sender. +****************************************************************** + +" +"arnold-j/all_documents/233.","Message-ID: <18111482.1075857572444.JavaMail.evans@thyme> +Date: Mon, 6 Nov 2000 07:07:00 -0800 (PST) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yep + + + + +Brian Hoskins@ENRON COMMUNICATIONS +11/06/2000 11:08 AM +To: John Arnold/HOU/ECT@ECT +cc: Fangming Zhu/Corp/Enron@ENRON +Subject: + +John, + +Are you available to install the Enron Messenger application today at 4pm? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + +" +"arnold-j/all_documents/234.","Message-ID: <27437786.1075857572466.JavaMail.evans@thyme> +Date: Mon, 6 Nov 2000 01:46:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 11/6 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 11/06/2000 09:46 +AM --------------------------- + + +SOblander@carrfut.com on 11/06/2000 07:28:53 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 11/6 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude86.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas86.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil86.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded86.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix86.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG86.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL86.pdf + +April Crude http://www.carrfut.com/research/Energy1/CLJ86.pdf + + +" +"arnold-j/all_documents/235.","Message-ID: <8316843.1075857572488.JavaMail.evans@thyme> +Date: Sun, 5 Nov 2000 08:58:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: Re: Final Gas and Power Trading PRC meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Is it possible to reschedule the commercial meeting from Wednesday. +Wednesday is the busiest day of the week for the gas floor. Please advise, +John + + + + +Jeanie Slone +11/02/2000 03:56 PM +To: Fred Lagrasta/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, +Phillip K Allen/HOU/ECT@ECT +cc: +Subject: Final Gas and Power Trading PRC meeting + +Mark you calendars for the Gas and Power Trading PRC meetings to be held +Wed. November 29 (Commercial) and Mon. December 4(Commercial Support) You +will receive specific information regarding times and locations soon. +If you would like additional members of your staff to attend the meeting to +provide feedback, please submit their names to me by November 10. +A formal Gas pre-ranking meeting is not scheduled. However, if you are +interested in conducting a pre-PRC meeting, please contact me by November 10. + + +Best regards, +Jeanie +X5-3847 + + +" +"arnold-j/all_documents/236.","Message-ID: <26977126.1075857572509.JavaMail.evans@thyme> +Date: Sun, 5 Nov 2000 08:43:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: ACCESS Trades 11/03/00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Errol: +I did not write up these access trades from Friday. Please make sure they +are in. +John +---------------------- Forwarded by John Arnold/HOU/ECT on 11/05/2000 04:42 +PM --------------------------- + + +""Mancino, Joseph (NY Int)"" on 11/03/2000 08:26:02 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: ACCESS Trades 11/03/00 + + +Greg asked me send you the ACCESS trades you did last night/this morning. + +B 37 Z 4720 +B 13 Z 4810 +B 5 Z 4815 +S 20 H 4436 + +Thank you. + +Joseph Mancino +E.D. & F. Man International +(212)566-9700 + +" +"arnold-j/all_documents/237.","Message-ID: <17073284.1075857572531.JavaMail.evans@thyme> +Date: Fri, 3 Nov 2000 04:27:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what time did you get in? + + + + +""Jennifer White"" on 11/03/2000 12:22:23 PM +To: john.arnold@enron.com +cc: +Subject: + + +Everything worked out OK. I left your key at the concierge desk. + +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/238.","Message-ID: <26749420.1075857572552.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 01:35:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: NYC rocks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea they were doing spoofs on the rules of business. i'll tell you about it +later. kind of funny. however, it took 2 hours for 30 seconds of film + + +From: Margaret Allen@ENRON on 11/02/2000 08:50 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: NYC rocks + +Without me! I can't believe you... + +Just kidding. What was it for -- the management conference? + +" +"arnold-j/all_documents/239.","Message-ID: <15223526.1075857572573.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 00:29:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: NYC rocks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no actually i was here until 700 ... filming a movie + + +From: Margaret Allen@ENRON on 11/02/2000 08:25 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: NYC rocks + +my, my, my, you must have left early yesterday to just have received my +email. + +Have I told you how much I love it here? I think I need to move back... + +" +"arnold-j/all_documents/24.","Message-ID: <33433900.1075849624600.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 02:05:00 -0800 (PST) +From: george.wasaff@enron.com +To: fernley.dyson@enron.com +Subject: Re: British Airways vs Continental +Cc: colin.bailey@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colin.bailey@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +X-From: George Wasaff +X-To: Fernley Dyson +X-cc: Colin Bailey, Sam Kemp, Tracy Ramsey, Derryl Cleaveland, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Fernley: + +We have a number of key initiatives in process with Continental including +sales of broadband services, weather derivatives and facility management that +have the potential to exceed the savings being offered by British Airways. I +would prefer that we stay the course with Continental plus I am confident +that Continental can either meet or exceed BA's current offer. + +George Wasaff + + + + Fernley Dyson@ECT + 11/21/2000 06:32 AM + + To: George Wasaff/NA/Enron@Enron + cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT + Subject: British Airways vs Continental + +George, + +Enron Europe has negotiated a preferred supplier agreement with British +Airways which will save us circa $3m a year vs Continental Airlines. I know +there are existing and potential links with Continental, so please let me +know if this causes you a problem. Colin Bailey is in Houston next week if +you need or want to know any of the detail. + +Regards + +Fernley +" +"arnold-j/all_documents/240.","Message-ID: <9264166.1075857572595.JavaMail.evans@thyme> +Date: Thu, 2 Nov 2000 00:22:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you think that's a valid excuse? whatever...." +"arnold-j/all_documents/241.","Message-ID: <10279857.1075857572616.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 10:48:00 -0800 (PST) +From: john.arnold@enron.com +To: russell.dyk@enron.com +Subject: Re: Credit Suisse First Boston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Dyk +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +use 380 + + + + + + From: Russell Dyk @ ENRON 11/01/2000 12:06 PM + + +To: Brad McKay/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Caroline +Abramo/Corp/Enron@Enron +cc: +Subject: Credit Suisse First Boston + +CSFB informed us today that their Appalachia hedging deal will likely happen +in the next two weeks. The deal, in short, involves Enron buying an average +volume of 11,500 mmBtu/d at TCO and 5,500 mmBtu/d at CNG for 12 years and 1 +month from Dec00. +CSFB would like to get an idea of where the market is now. I've attached a +spreadsheet that details the volumes, which decline with time. Could you +please provide indicative prices, as of tonight's close. +Thanks, +Russ + + + +" +"arnold-j/all_documents/242.","Message-ID: <1788412.1075857572637.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 08:33:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey podner: +where are you buying me dinner tonight?" +"arnold-j/all_documents/243.","Message-ID: <26629372.1075857572659.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 06:54:00 -0800 (PST) +From: john.arnold@enron.com +To: stinson.gibner@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Stinson Gibner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stinson: +Can we do the meeting today at 4:00?" +"arnold-j/all_documents/244.","Message-ID: <10854526.1075857572681.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 06:36:00 -0800 (PST) +From: john.arnold@enron.com +To: heather.alon@enron.com +Subject: Re: video shoot +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Alon +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that's fine + + + + + Heather Alon + 11/01/2000 12:59 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: video shoot + +Hi John, + John Lavorato needs to leave earlier tonight so we will need to start +shooting a little earlier today, around 5:00. Will this work for you? + +Thanks, +Heather +3-1825 + + +" +"arnold-j/all_documents/245.","Message-ID: <30140921.1075857572702.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 03:21:00 -0800 (PST) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +Can you do the same printout today of children for product #33076 +Thanks +John" +"arnold-j/all_documents/246.","Message-ID: <7200629.1075857572724.JavaMail.evans@thyme> +Date: Wed, 1 Nov 2000 02:17:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Adam Resources +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks + + + + +Andy Zipper@ENRON +11/01/2000 08:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Adam Resources + +FYI +---------------------- Forwarded by Andy Zipper/Corp/Enron on 11/01/2000 +07:59 AM --------------------------- +From: Bob Shults@ECT on 10/31/2000 03:56 PM +To: Andy Zipper/Corp/Enron@Enron +cc: Daniel.Diamond@enron.com + +Subject: Adam Resources + +I talked to Jay Surles and Kenny Policano at Adams Resources and concerning +CATDADDY and POWERTRADE. I informed Jay that it was in violation of their +agreement to ""sell, lease, retransmit, redistribute or provide directly or +indirectly,any portion of the content of the Website to any third party."" +They indicated that they had provided the id to one of their marketers in New +England. They also suggested that they had a broker that watched spreads for +a commission therefore theoretically the broker was an employee of the +company. After all the bull they agreed to have them shut down and they +would refrain from doing it again. + + + +" +"arnold-j/all_documents/247.","Message-ID: <23695382.1075857572746.JavaMail.evans@thyme> +Date: Fri, 27 Oct 2000 09:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: The date +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it just wasn't the same without you. how was el doritos? + + +From: Margaret Allen@ENRON on 10/26/2000 05:33 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: The date + +Oh, I got it -- you must have had a good date. So tell me about it since I +missed it. + +" +"arnold-j/all_documents/248.","Message-ID: <24288846.1075857572767.JavaMail.evans@thyme> +Date: Thu, 26 Oct 2000 10:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: good morning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +very interesting.... i've been looking for new activities. maybe i was born +to be a knight + + + + +""Jennifer White"" on 10/26/2000 12:45:17 PM +To: John.Arnold@enron.com +cc: +Subject: Re: good morning + + +http://www.kofc.org/ (I can find anything!) + +It looks like they are an organization of Catholic men (with 'Vote for +life' on their web site - scarry!). I'm voting at a middle school. +Let's hope I don't get shot. + +---- John.Arnold@enron.com wrote: +> +> my polling location is the knights of columbus hall. +> +> what exactly is a knight of columbus? +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/249.","Message-ID: <32985126.1075857572789.JavaMail.evans@thyme> +Date: Thu, 26 Oct 2000 04:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: good morning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +my polling location is the knights of columbus hall. + +what exactly is a knight of columbus?" +"arnold-j/all_documents/25.","Message-ID: <21051369.1075849624623.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 02:18:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: thadwhite@avaya.com +Subject: Enron/Avaya Meeting in Basking Ridge, wk of Jan 8, '01 +Cc: kroswald@avaya.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: kroswald@avaya.com +X-From: Jeff Youngflesh +X-To: thadwhite@avaya.com +X-cc: kroswald@avaya.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thad, + +Would you please get the calendars of your execs synchronized, and tell us +which 2-day period the week of January 8 - 12, 2001 works best for our mutual +meetings? We were originally looking at the 9th, 10th, or 11th as days to +choose from primarily to avoid having the EBS executives located in the +western U.S. travel from Portland, OR on Sunday for meetings on Monday in +NJ. Consequently, I had asked the EBS executives to pencil in the 9th - 11th +of January, and got the final one to confirm late last week. + +However, Kim Godfrey at EBS may have some new requirements; which is why I +need your help in an expedited way - I'll need to give Kim your executives' +availability during that week, and then we'll get things locked in ASAP.The +meetings would still be scheduled such that the 1st meeting day would be for +the meetings to be held during the 2nd half of that day, from 2-4 hours of +meeting time for the executives (VP & up, primarily) to discuss possible +alignments and opportunities. This would include two primary areas: + +1) EBS-sell-to-Avaya for Avaya internal use: what types of potential +solutions EBS could offer Avaya for Avaya's internal use; and +2) EBS & Avaya join together in a product and/or marketing effort to +determine what kinds of solutions which the could jointly propose to the +(common) markets served: ""sell with"" (each other); and ""sell through"" +(channels type efforts), where either or both Avaya and EBS would act as +sales channels for each other's sales forces. + +These meetings would be followed by the 2nd day's session(s), which would +include primarily development and marketing team members who would discuss +areas in which Avaya and EBS could develop one or more joint value +propositions, such that they would have a ""jumping off point"" for a +go-to-market effort (item #2, above). In addition, the technical aspects of +some of the +""EBS-would-like-to-sell-its-services-to-Avaya-for-Avaya-internal-use"" (item +#1, above) meetings from the Executive session the 1st day could then be +addressed. + +Please let me know which 2-day period looks like the most workable one for +your executives at Avaya HQ during the week of 1/8/01, so that I can get to +Kim to allow her to get the EBS executives' schedules locked into days +synchronized with your executives'. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/all_documents/250.","Message-ID: <28242393.1075857572810.JavaMail.evans@thyme> +Date: Thu, 26 Oct 2000 02:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: good morning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +where's the site that i can sell my vote? + + + + +""Jennifer White"" on 10/26/2000 08:36:29 AM +To: john.arnold@enron.com +cc: +Subject: good morning + + +Here is the site that tells you where to vote: +http://www.co.harris.tx.us/cclerk/elect.htm + +Go Yankees! :) + + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/251.","Message-ID: <8910340.1075857572831.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i didn't say you couldnt come down. just not to expect much + + +From: Margaret Allen@ENRON on 10/25/2000 04:11 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, you get reprieve on this today. But I do have curly hair and high +boots on. + +Have a GREAT (said like Tony Tiger) date, and don't attack her like you did +the last one. MSA + +" +"arnold-j/all_documents/252.","Message-ID: <2655221.1075857572853.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 07:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +careful...i'm having another bad day + + +From: Margaret Allen@ENRON on 10/25/2000 02:42 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Well, well, well... just for that sassy response, I might have to come flirt +with you today! + + + + + John Arnold@ECT + 10/25/2000 02:34 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Don't even think you're getting out of this with the ""for a while"" crap. +Just for that you can add a star to the place we're going. + + +From: Margaret Allen@ENRON on 10/25/2000 01:34 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, while it would be very interesting to see how you act on a date I think +I'll have to pass. My time could be spent in better ways (believe it or +not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's +where you've heard them or of them. + +Since I wouldn't want to play second fiddle, we'll have to postpone it for a +while. Have a good one, Margaret + + + + + John Arnold@ECT + 10/25/2000 12:24 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +The el orbits, eh? i've heard of them but don't remember who they are. +there is a chance i've seen them at satellite i guess. + +my, you are nosey. i have a little date tonight. wanna come along? + + +From: Margaret Allen@ENRON on 10/25/2000 09:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, as much as I would love to be insulted by you for several hours straight +tomorrow night, I have plans...actually, it's an Enron thing. A bunch of +people are going to the Continental Club to hear the El Orbits, which happens +to be my favorite band. You should come. + +What are your plans tonight, since I'm being nosey?! + +Trade them up Johnny, Margarita + + + + + John Arnold@ECT + 10/25/2000 07:34 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/253.","Message-ID: <32468693.1075857572875.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 07:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Don't even think you're getting out of this with the ""for a while"" crap. +Just for that you can add a star to the place we're going. + + +From: Margaret Allen@ENRON on 10/25/2000 01:34 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, while it would be very interesting to see how you act on a date I think +I'll have to pass. My time could be spent in better ways (believe it or +not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's +where you've heard them or of them. + +Since I wouldn't want to play second fiddle, we'll have to postpone it for a +while. Have a good one, Margaret + + + + + John Arnold@ECT + 10/25/2000 12:24 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +The el orbits, eh? i've heard of them but don't remember who they are. +there is a chance i've seen them at satellite i guess. + +my, you are nosey. i have a little date tonight. wanna come along? + + +From: Margaret Allen@ENRON on 10/25/2000 09:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, as much as I would love to be insulted by you for several hours straight +tomorrow night, I have plans...actually, it's an Enron thing. A bunch of +people are going to the Continental Club to hear the El Orbits, which happens +to be my favorite band. You should come. + +What are your plans tonight, since I'm being nosey?! + +Trade them up Johnny, Margarita + + + + + John Arnold@ECT + 10/25/2000 07:34 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + + + + + + + + + + + +" +"arnold-j/all_documents/254.","Message-ID: <5607706.1075857572898.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 05:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Implementation issue on IE5.0/5.5 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea, i'll talk to them. + +who should i call? + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/25/2000 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Implementation issue on IE5.0/5.5 + +John, + +Looks like IT has decided not to install Internet Explorer 5.5 after all. +The program is ready to go as soon as that is installed. Do you want to put +some pressure on them, or would you rather wait to see if they can fix it to +work on IE 5.0? You have 5.5 by the way, so I'm not quite sure what the +problem is. + + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + +----- Forwarded by Brian Hoskins/Enron Communications on 10/25/00 09:08 AM +----- + + John Cheng@ENRON + Sent by: John Cheng@ENRON + 10/24/00 08:52 PM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS + cc: Marlin Gubser/HOU/ECT@ECT + Subject: Re: Implementation issue on IE5.0/5.5 + +Brian, + +We are not good to go here. These are high profile traders and I do not want +to install IE55 just for this chatting application. I would like for +Fangming to resolve whatever the problem is with IE5 first and go from there. + +Again, sorry to be a pain and I understand your situation, but developers +should not develop applications with unsupported dependencies. + +-jkc + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/24/2000 03:44 PM +To: John Cheng/NA/Enron@Enron +cc: +Subject: Re: Implementation issue on IE5.0/5.5 + +John, + +So are we good to go to install IE 5.5? From you email yesterday, I was +under the impression that we were. I understand that you guys need to keep +the integrity of the system, but these guys really need this program ASAP. + +Again, if you need additional support, we can get that for you. Just let me +know what you need to resolve the problem. + +Thanks, +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming Zhu@ENRON + 10/24/00 02:38 PM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS, John +Cheng/NA/Enron@Enron@ENRON COMMUNICATIONS + cc: + Subject: Implementation issue on IE5.0/5.5 + +All, +As John suggested, I have contacted the Microsoft Expert on the IE 5.0/5.5 +issue early this morning. We actually had a conversition over the phone. I +also sent him E-mail to describe the problem. So far I haven't heard anything +from him yet. I adoult if he can solve the problem. In order to solve this +browser issue, I suggest we can have 5-10 traders to install IE5.5 on their +PC. If everything works fine, we can update everyone into IE5.5. It is really +not my decision weather or not to use IE5.0 or 5.5. Right now everything is +ready for users to test the application except the browser issue. + +Let me know when and how we are going to implement the messageboard +application. + +Thanks, + +Fangming + + + + + + + +" +"arnold-j/all_documents/255.","Message-ID: <27878658.1075857572919.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 05:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The el orbits, eh? i've heard of them but don't remember who they are. +there is a chance i've seen them at satellite i guess. + +my, you are nosey. i have a little date tonight. wanna come along? + + +From: Margaret Allen@ENRON on 10/25/2000 09:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hum, as much as I would love to be insulted by you for several hours straight +tomorrow night, I have plans...actually, it's an Enron thing. A bunch of +people are going to the Continental Club to hear the El Orbits, which happens +to be my favorite band. You should come. + +What are your plans tonight, since I'm being nosey?! + +Trade them up Johnny, Margarita + + + + + John Arnold@ECT + 10/25/2000 07:34 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + + + + + + +" +"arnold-j/all_documents/256.","Message-ID: <2526755.1075857572941.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 04:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Your Brother +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/25/2000 11:34 +AM --------------------------- + + +Lauren Urquhart +10/25/2000 11:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Your Brother + +John + +I am the assistant to John Sherriff. + +John mentioned to me yesterday that your brother was going to contact us via +e-mail. + +We have not receieved or heard anything. + +Communication is required here. + +Please have your brother call me on 0207-783 7359 or e-mail me at the above +address on John on john.sherriff@enron.com. + +Thank you! + +Lauren +" +"arnold-j/all_documents/257.","Message-ID: <20820602.1075857572962.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 01:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +lumber" +"arnold-j/all_documents/258.","Message-ID: <26243969.1075857572987.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 00:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts, perpetual gasoline and nat gas strip matrix as hot + links 10/25 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/25/2000 07:34 +AM --------------------------- + + +SOblander@carrfut.com on 10/25/2000 07:02:54 AM +To: soblander@carrfut.com +cc: +Subject: daily charts, perpetual gasoline and nat gas strip matrix as hot +links 10/25 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude72.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas72.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil72.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded72.pdf +Stripmatrix http://www.carrfut.com/research/Energy1/Stripmatrix72.pdf + +Perpetual Gasoline http://www.carrfut.com/research/Energy1/perpetual +gasoline72.pdf + +" +"arnold-j/all_documents/259.","Message-ID: <9389315.1075857573011.JavaMail.evans@thyme> +Date: Wed, 25 Oct 2000 00:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Deathly afraid doesn't even come close to describing it. Busy tonight. How +bout tomorrow? + + +From: Margaret Allen@ENRON on 10/24/2000 06:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Okay, since you are deathly afraid of being nice to me, now about we go to +grab a beer or dinner tomorrow night? Does that work for you? + +" +"arnold-j/all_documents/26.","Message-ID: <12439494.1075849624652.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 02:53:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: FW: BMC/Win2K Certification +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +I hope you are doing well in the U.K., as my clock here says it is probably +about 4:52pm in London...Here is an update on BMC: + +Based on the following, I would say this: + +1) BMC has worked to clear up operational problems experienced by Net Works, +and in one situation, appears to have done so successfully. +2) Net Works has not acknowledged that the results of #1 were desired or +acceptable, and instead offered another pushback (Win2K certif'ctn), therefore +3) BMC doesn't appear to have been given further opportunity to identify +what issues, if any, are still open at Net Works. +4) I don't see evidence (either in these notes OR having come out from any +of the many telephone conversations I've been in) that Net Works has provided +any responses since 11/21 or so...Peter Goebel and I met w/Net Works & EBS on +11/17, and I have had no calls or e-mails responding to my requests for +information relative to ""what are your top 3 problems in this BMC situation, +Net Works?"" from Net Works. +5) So, I feel confident that there are more issues (left off the table by +Net Works) than will be discussed, because +6) Net Works doesn't want any of BMC's solutions. Period. + +7) The Result: EBS is on their own on their deal with BMC, as far as Net +Works' folks are concerned. + +In the ""I don't want any surprises"" mode, I thought I'd give George a +heads-up re: possible fallout around the BMC thing. I told George in this +morning's staff meeting what Jim Crowder said to the EBS origination team (""I +don't see a problem here...""), and what you and I suggested EBS do - buy and +implement $1M of BMC's stuff, pay $2M for ""credit"", which any ENE business +unit could access, etc. I also informed him that the EBS and BMC folks were +likely to encourage Crowder to ""lean on"" Philippe (which I had recommended +against). George said he would take it up w/Jennie Rub. + +If you have any questions, please let me know. +Jeff + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/04/2000 10:32 AM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/04/2000 10:04 AM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Jennifer N Stewart/NA/Enron@ENRON + Subject: FW: Win2K Certification + +FYI, + +Pls see note below from BMC Sales folks. + +Thanks, + +Steve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/04/00 10:07 AM +----- + + Ann_Munson@bmc.com + 11/22/00 11:54 AM + + To: Stephen Morse/Enron Communications@Enron Communications + cc: Chaz Vaughan/Enron Communications@Enron Communications, Joe_Young@bmc.com + Subject: FW: Win2K Certification + + + +Here's the latest communication to Bruce Smith regarding Control-SA and +Control-M Windows 2000 certification, as well as reporting on the testing. +It's in the document, but to point it out, Control-SA is ready for +certification process on Dec of 2000 and Control-M on March 2001. + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + +> -----Original Message----- +> From: Hallberg, Rob +> Sent: Tuesday, November 21, 2000 4:30 PM +> To: 'Bruce.Smith@enron.com' +> Cc: Munson, Ann +> Subject: Win2K Certification +> +> Hi Bruce, +> +> I have attached a document detailing the status of Microsoft +> Certification. We have also summarized our Windows 2000 development and +> certification methodology which is actually a two-phase approach. The +> most critical phase, which ensures Win2K compatibility and support and +> includes customer testing, has been completed. The Win2K Agents are GA +> for both Control-M (scheduling) and Control-SA (security). +> +> The next phase, which is also a key element of our development strategy, +> is to insure the products meet the certification requirements for +> Microsoft Win2K. This phase follows the Win2K initial release as MS +> Certification focuses on meeting certain Microsoft standards and not the +> application's functionality - ability to work correctly in the Control-M +> environment. +> +> Microsoft certification does not necessarily guarantee the performance of +> the application. It is my understanding that one of the reasons Control-M +> is being considered as a replacement for sys*Admiral is due to the +> problems you are experiencing with their MS Certified release. +> +> Earlier this year we met with Philippe Bibi and reviewed BMC's Win2K +> Development Plans. Would it be helpful to set up a similar meeting with +> an executive from our Product Marketing group to discuss these in more +> detail? +> +> One final note. I just received the following update from Rusty Cheves, +> reconfirming that Control-M continues to run smoothly since we made the +> database changes. +> +> Thanks Rob for all the hard work last week. It seems as we have +> finally got this thing running smoothly. After extending the database and +> troubleshooting which log files were filling up we now can eval till out +> hearts content. +> +> Please tell Ronnie thanks for all his help as well +> +> Thanks Again +> +> Rusty +> +> As a next step, could we meet soon after the Thanksgiving Holidays? I +> can arrange to bring an executive from product marketing along if you +> would like to discuss Win2K certification in more detail. +> +> Thanks, +> +> Rob +> +> +M + +> Rob Hallberg +> BMC Software +> Direct: (972) 934-5073 +> Mobile: (214) 695-2840 +> rob_hallberg@bmc.com +> +> +> -----Original Message----- +> From: Bruce.Smith@enron.com [mailto:Bruce.Smith@enron.com] +> Sent: Tuesday, November 21, 2000 7:14 AM +> To: Rob_Hallberg@bmc.com; Larry.Robinson@enron.com +> Subject: RE: Recap +> +> +> Rob - +> +> Where are we with the Win2K issue ? +> +> -----Original Message----- +> From: ""Hallberg, Rob"" @ENRON +> +> [mailto:IMCEANOTES-+22Hallberg+2C+20Rob+22+20+3CRob+5FHallberg+40bmc+2Ecom +> +3E+40ENRON@ENRON.com] +> +> +> Sent: Monday, November 20, 2000 11:20 PM +> To: Robinson, Larry +> Cc: Sapp, Ronnie; Smith, Bruce; Cheves, Rusty +> Subject: RE: Recap +> +> Hi Larry, +> +> Following is Ronnie Sapp's summary of the problem resolution for the +> Control-M installation problems and the reliability and scalability +> results +> attained. It now appears that most of the problems were caused by the +> setup +> of the Oracle database. +> +> Once we left Thursday evening and through the following day, Schedule-M +> worked flawlessly. The new day process was last measured taking less +> than +> five minutes for 960 jobs and we approximated job volumes 14,500 per +> day. +> +> This demonstrates the reliability and scalability of Control-M when +> installed properly. I will give you a call to discuss the results and +> our +> next steps. +> +> Thanks, +> +> Rob +> +> Rob Hallberg +> BMC Software +> Direct: (972) 934-5073 +> Mobile: (214) 695-2840 +> rob_hallberg@bmc.com +> +> > -----Original Message----- +> > From: Sapp, Ronnie +> > Sent: Monday, November 20, 2000 4:16 PM +> > To: Rob Hallberg (E-mail) +> > Subject: FW: Recap +> > +> > Rob, will you please forward this to Larry. +> > +> > +> > Larry, Below is the recap we talked about. +> > +> > Recap: +> > +> > There were 2 outstanding issues. +> > 1) New Day process running 2-5 hrs. +> > 2) Jobs not running, they were all in Blue or White status. +> > +> > Issue number 1 was resolved the day before I arrived by Tech Support +> > working with Rusty. Solution was to increase the Oracle DB from 50mg +> to +> > 300mg. Also the log & stat files were extremely small. These files +> were +> > cleaned out by Rusty, however were never increased or set to truncate +> in +> > Oracle. They will fill up again. These files need to be set to +> truncate +> > by the Oracle DBA or run a set of daily utilities to clean those +> files. +> > We will send a draft of those utilities to be incorporated into the +> daily +> > schedule. +> > +> > Issue number 2 - According to a diagnostic report the agent machine +> lost +> > connection with the NIS server for a greater period of time than what +> the +> > default settings were set. The agent is set to retry every 120 +> seconds up +> > to 12 times. After this period, manual activation is required. I +> signed +> > on as CTMAGENT user and ran ag_menu. Ran option 2 which showed the +> NIS as +> > down. I then signed on as the Control-M user and ran ctm_menu. +> Selected +> > 7 - Agent Status, Selected 2 - List all agent platforms unavailable. +> > Agent on BMC was in unavailable status. Next Selected option 3 - +> Change +> > agent platform to Available status. After doing that, all the jobs +> turned +> > to gray status and started running. +> > +> > Cleaned up 2 erroneous agent names defined to Control-M/Server. +> > +> > I also ran a Trouble Shooting Report which produced a file +> > (/var/home/ctlm00/report.1116001128) from this file we could tell +> when +> > the Log filed filled up and when the Agent stopped. +> > +> > I set up 500 jobs to run daily on BMC with multiple dependencies. +> All +> ran +> > ok. +> > +> > I set up aprox. another 150 cyclic jobs with dependencies to run on +> > OCSDEV-1. They failed due to not using the correct Owner. Rusty +> knows +> > what the correct owner should be. I believed I used CTLM00. +> > +> > New Day process ran for approx. 12 mins. +> > +> > Right before leaving Rusty ran a clean_db script, which resulted in +> > cleaning out the entire database. Fortunately by design, we were +> able +> to +> > demonstrate the recoverability by uploading the tables from ECS to +> the +> > Control-M Server. In less than 5 minutes all was ok. +> > +> > When I left there were approx. 900 jobs running. Of those approx. +> 400 +> > jobs were running cyclic, every 2 minutes. Which meant on a daily +> basis +> > approx. 14,500 jobs ran per day. +> > +> > Larry, I know you asked for some type of hardware recommendations. +> These +> > is something that's very subjective. As with almost any software the +> more +> > memory and faster CPU the better. To do this correctly, we should +> have +> > our Professional Services come in and do some type of assessment of +> your +> > environment and the direction your heading. How many jobs per day, +> today, +> > near future, etc.... How many Users of ECS? How many Servers? +> > +> > In your test environment you should be able to run 2000 jobs without +> a +> > major problem. Your ECS NT box is on the small size, at least in the +> > memory area. So your responses might not be as fast as desired. +> Please +> > remember the out of the box default settings are not tuned to run a +> large +> > number of jobs. Therefore database tuning is always recommended. +> These +> > tuning recommendations are provided by Professional Services. +> > +> > By tomorrow I will send you the daily utilities. +> > +> > Thanks, +> > +> > Ronnie Sapp +> > bmcsoftware +> > INCONTROL Business Unit +> > Software Consultant Manager +> > West Region +> > 972-934-5065 +> > ronnie_sapp@bmc.com +> > +> > +> +> - C.DTF << File: C.DTF >> +" +"arnold-j/all_documents/260.","Message-ID: <33284317.1075857573033.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.dyk@enron.com +Subject: Re: CSFB Columbia/Appalachia Hedging Deal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Dyk +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Certainly encourage CSFP to transact all volumes with us. If they shop the +deal, everyone will front-run the volumes and they won't get a good price on +the deal. +Financial deals settle 5 days after the index has been published. Physical +deals settle much later. My understanding is this is a financial deal. + + + + + + From: Russell Dyk @ ENRON 10/23/2000 12:43 PM + + +To: Paul Radous/Corp/Enron@ENRON +cc: Per Sekse/NY/ECT@ECT, Caroline Abramo/Corp/Enron@Enron, John +Arnold/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, William S +Bradford/HOU/ECT@ECT +Subject: CSFB Columbia/Appalachia Hedging Deal + +The New York office has been speaking to Credit Suisse First Boston for +roughly 6 months about a producer hedging deal that is part of a strucutured +deal they're putting together. It now looks as if it will get done in the +next 3 weeks-1 month so we want to get all the necessary credit issues taken +care of. + +In brief, the deal is a fixed price one, basis TCO (67% of the volumes) and +CNG (33%) with a fixed price Nymex component as well. It will settle against +the Inside FERC indices for both locations. The term of the deal is from +December, 2000 to December 2012. The volumes decline throughout the term from +roughly 22,000 mmBtu/d to 13,000 mmBtu/d. The average daily nominal volume is +17,000 mmBtu/d. As I understand it, these volumes are about 65% of the +producers' total volumes. I've attached a spreadsheet to this message with +more details. + +There are a couple of contractual and credit issues that CSFB wants to +clarify. + +First, there is a question of the monthly cash settlement. CSFB would like +payment to take place on the fifteenth of the month following the date both +the floating and fixed prices are known. As I understand it, for the +December settlement, which would be known in early December, cash payment +would take place on February 15, 2000. + +Second, there is a question of a parent guarantee from Enron Corp. +Apparently, there is an existing credit arrangement in place between ENA and +Credit Suisse First Boston International - the same counterparty that we +would be dealing with here - that has a $15 million guarantee from Enron +Corp. CSFB would like to increase this guarantee to at least $100 million. +(CSFB already has an unlimited guarantee from Enron Corp. for a deal they've +done with us in Europe so in their opinion it should not be an issue). + + There is another minor issue involving centralizing credit discussions with +the aim of securing a similar credit arrangement for CSFB's dealings with +EnronCredit.com - which may be an issue for London rather than Houston. +However, CSFB agreed that this was a secondary issue in relation to this +transaction. + +CSFB would like to do the entire deal through us, rather than having to split +it among one or more counterparties. Per, Caroline Abramo, and I are meeting +with Paul tomorrow to discuss various credit issues, including this one. +Ideally, CSFB would like to have a good idea of where they stand by the end +of this week. + +Please let me know if you have any questions or suggestions. + +Regards, +Russ + + + +" +"arnold-j/all_documents/261.","Message-ID: <23581783.1075857573055.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +not me + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/23/2000 03:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Never mind. Did you do that? + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + +----- Forwarded by Brian Hoskins/Enron Communications on 10/23/00 03:54 PM +----- + + John Cheng@ENRON + Sent by: John Cheng@ENRON + 10/23/00 03:47 PM + + To: John Cheng/NA/Enron@Enron + cc: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS, John +Cheng/NA/Enron@Enron@ENRON COMMUNICATIONS, Fangming +Zhu/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Pablo +Torres/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Don Adam/Corp/Enron@ENRON@ENRON +COMMUNICATIONS, Marlin Gubser/HOU/ECT@ECT, Mark Hall/HOU/ECT + Subject: Re: + +All, + +Sorry for the lengthy thread. A service request has been opened with +Microsoft on the IE5 issues and her application. + +Regards, + +-jkc + + + +John Cheng +10/23/2000 02:41 PM +Sent by: John Cheng +To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS +cc: John Cheng/NA/Enron@Enron@ENRON COMMUNICATIONS, Fangming +Zhu/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Pablo +Torres/Corp/Enron@ENRON@ENRON COMMUNICATIONS, Don Adam/Corp/Enron@ENRON@ENRON +COMMUNICATIONS, Marlin Gubser/HOU/ECT@ECT, Mark Hall/HOU/ECT +Subject: Re: + +Brian, + +I apologize if I didn't make myself clear over the phone. There is a process +that we must follow for software upgrades to ensure compatibility with +existing applications and supportability for the helpdesk staff, even if it +is for a small subset of the population. Furthermore, all applications must +be packaged by Application Integration before it gets rolled out to the +desktops. As you can see, it is more than dispatching desktop support to +install the application itself. + +Have you guys look at other technologies such as NetMeeting? It is installed +with IE5 and provides real time chat. + +I don't mean to be a pain in the neck, but I must advise against IE5.5 at +this time. + +Regards, + +-jkc + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/23/2000 01:25 PM +To: John Cheng/NA/Enron@Enron +cc: Fangming Zhu/Corp/Enron@ENRON, Pablo Torres/Corp/Enron@ENRON, Don +Adam/Corp/Enron@ENRON, Marlin Gubser/HOU/ECT@ECT +Subject: + +John, + +I talked to Fangming, and unfortunately, her program is not compatible with +IE 5.0. Let's proceed with the installation of IE 5.5. This is an extremely +important program that all of the traders will be using. If you need +additional resources, I can arrange for this. Just let me know what you +need. + +These are the people we need to set up with the upgraded version. + +Thanks, +Brian + + + + + + + + + + + +" +"arnold-j/all_documents/262.","Message-ID: <27633077.1075857573077.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't forget you owe me dinner..." +"arnold-j/all_documents/263.","Message-ID: <2232568.1075857573098.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Login ID's needed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +duke8duke + + + + +Ina Rangel +10/24/2000 03:16 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Larry +May/Corp/Enron@Enron, Jay Reitmeyer/HOU/ECT@ECT, Kenneth +Shulklapper/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Paul T +Lucci/NA/Enron@Enron, Tori Kuykendall/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, +Frank Ermis/HOU/ECT@ECT, Steven P South/HOU/ECT@ECT, Jane M +Tholt/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, +Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT +cc: +Subject: Login ID's needed + +The Enron Messaging System is going to be implemented soon and I have been +asked to collect everyone's login ID. Please forward me your login ID and I +will send to the correct people. + +Thanks +-Ina + +" +"arnold-j/all_documents/264.","Message-ID: <8923558.1075857573120.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 10:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Sunday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks...It just seems like all the time. + + + + +Andy Zipper@ENRON +10/24/2000 03:41 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Sunday + +FYI regarding Sunday outages. +---------------------- Forwarded by Andy Zipper/Corp/Enron on 10/24/2000 +03:38 PM --------------------------- +From: Bob Hillier on 10/24/2000 02:22 PM +To: Andy Zipper/Corp/Enron@Enron +cc: David Forster/Corp/Enron@Enron, Jay Webb/HOU/ECT@ECT + +Subject: Re: Sunday + +Andy, Here is what I am aware of regarding availability of EOL for Sunday +Trading. + +The first Sunday that we opened for trading (I believe it was 10/1), we +experienced a shutdown of the entire site late Saturday which, unfortunately +included our monitors, which is why we were not aware of it until just prior +to trading time. Trading was to open at 2:00pm and we had the site up by +aprox 2:15pm. + +I am not aware of any issues on 10/8 and 10/15. + +This past Sunday, 10/22 we had a problem with a release that we pushed out on +Saturday. We are working on our release procedures and will make every +effort to have smoother releases in the future. + +I hope this answers your questions, if not feel free to give me a call. + +3-0305 +bbh + + + + + + Andy Zipper + 10/24/2000 09:04 AM + + To: Bob Hillier/NA/Enron@Enron, David Forster/Corp/Enron@Enron, Jay +Webb/HOU/ECT@ECT + cc: + Subject: sunday + +Can we get to the bottom of this asap. +---------------------- Forwarded by Andy Zipper/Corp/Enron on 10/24/2000 +09:02 AM --------------------------- + + +John Arnold@ECT +10/22/2000 06:23 PM +To: Andy Zipper/Corp/Enron@Enron +cc: + +Subject: + +Andy: +I tried to open EOL at 4 on Sunday, but we had systems problems that delayed +the opening until 6:05. This is the third time in four or five sessions when +EOL had problems on Sunday. Anything you can do to improve reliability would +be appreciated. +John + + + + + + + +" +"arnold-j/all_documents/265.","Message-ID: <23488807.1075857573141.JavaMail.evans@thyme> +Date: Tue, 24 Oct 2000 09:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: tammy.shepperd@enron.com +Subject: Re: Gas Org Chart +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tammy R Shepperd +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Brian Hoskins is an analyst who rotated off the gas floor. +Pete Keavey now reports to Scott Neal + +My aa is Ina Rangel + + + + Enron North America Corp. + + From: Tammy R Shepperd 10/24/2000 08:06 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Org Chart + +John, +Do you have any changes or vacancies? Also who is your administrative +assistant? + + + + +Thanks, +Tammy +x36589 +---------------------- Forwarded by Tammy R Shepperd/HOU/ECT on 10/24/2000 +08:06 AM --------------------------- + + Enron North America Corp. + + From: Tammy R Shepperd 10/23/2000 01:02 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Org Chart + +John, + +Attached is the org chart with updates I have received to date. Please +review your organization and advise if you have changes. + +I'd like to give Dave and John updates this evening. + +Thanks, +Tammy + + + + + +" +"arnold-j/all_documents/266.","Message-ID: <8501133.1075857573164.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 10:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Do you know my hr rep's name? + + + +Jennifer Burns + +10/23/2000 04:09 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +You are such a Shit Head!!!!! + +" +"arnold-j/all_documents/267.","Message-ID: <3783284.1075857573185.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 04:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Create a new NT group +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +pretty much all traders + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/23/2000 10:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Create a new NT group + +John, + +Here is the current list of traders we have for the chat program. Do you +want to include all traders or just desk heads and selected others? + +Brian + + + + + + +" +"arnold-j/all_documents/268.","Message-ID: <8466.1075857573207.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 03:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you just might never get it back + + + + +""Jennifer White"" on 10/23/2000 08:57:44 AM +To: John.Arnold@enron.com +cc: +Subject: Re: + + +Maxwell. I left it at your apartment, so you still have it. + +---- John.Arnold@enron.com wrote: +> +> hey: +> what was the first cd we listened to on Wednesday at my place? +> john +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/269.","Message-ID: <8075586.1075857573228.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 00:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 10/23/2000 07:42 +AM --------------------------- + +Jennifer Burns + +10/23/2000 07:40 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +That's weird......because Jeff and I were talking about Bill on Friday, I +didn't get the picture that Jeff thought he was that great. And Bill hasn't +been up here at all?????? I won't say anything..... + + + +John Arnold +10/23/2000 07:30 AM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +No, i thought you would have known. don't tell shank i told you. + + + +Jennifer Burns + +10/22/2000 07:24 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +WHAT????????? You are shitting me!!!!!! + + + +John Arnold +10/22/2000 06:26 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +i heard he's interviewing to be Shankman's right hand man + + + +Jennifer Burns + +10/20/2000 02:12 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +I saw Bill Perkins today, he was on 33. I heard someone call my name and I +was like hey Bill. Weird huh? + + + + + + + + + + + + +" +"arnold-j/all_documents/27.","Message-ID: <26473849.1075849624675.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 03:01:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: Quotes for the CD's. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +In regard to the costs for the GAM conference, Karen told me the $ 6,695.97 +figure was inclusive of all the items for the conference. However, after +speaking with Shweta, I found out this is not the case. The CDs are not +included in this figure. + +The CD cost will be $2,011.50 + the cost of postage/handling (which is +currently being tabulated). + +Colleen + +----- Forwarded by Colleen Koenig/NA/Enron on 12/04/2000 10:56 AM ----- + + Shweta Sawhney + 12/04/2000 10:54 AM + + To: Colleen Koenig/NA/Enron@Enron + cc: + Subject: Quotes for the CD's. + +Hi, + +This is the original quote for this project and it did not include the +postage. As soon as I have the details from the vendor, I'll forward those to +you. +Please call me if you have any questions. + +Thanks, +Shweta. +----- Forwarded by Shweta Sawhney/NA/Enron on 12/04/2000 10:52 AM ----- + + Shweta Sawhney + 10/30/2000 05:53 PM + + To: Karina Prizont/NA/Enron@Enron + cc: Karen Hunter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT + Subject: Quotes for the CD's. + +Hi, + +We have recieved the quotes from the vendors and the details are: + +1 . 150 Cd's with Black printing and the plastc jewel cases - $ 886.50 +2 . The distribution cost (minimum for 500 CD's) - $ 355.00 + This will include the padded envelope, the address labels, the packing +and deliver to the post office, but the postage is not included. +3 . The time for Coordination, Artwork and the inserts output and trimming - +$ 770.00 + +So the total amount is approx. $2,011.50. The total time would be about 8 +days. These are approximate figures only. + +If you have any questions you can call Karen Hunter at X56228. or I can be +reached at X55706. + +Thanks, +Shweta. +" +"arnold-j/all_documents/270.","Message-ID: <32255158.1075857573250.JavaMail.evans@thyme> +Date: Mon, 23 Oct 2000 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +No, i thought you would have known. don't tell shank i told you. + + + +Jennifer Burns + +10/22/2000 07:24 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +WHAT????????? You are shitting me!!!!!! + + + +John Arnold +10/22/2000 06:26 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +i heard he's interviewing to be Shankman's right hand man + + + +Jennifer Burns + +10/20/2000 02:12 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +I saw Bill Perkins today, he was on 33. I heard someone call my name and I +was like hey Bill. Weird huh? + + + + + + + +" +"arnold-j/all_documents/271.","Message-ID: <7053123.1075857573272.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +what was the first cd we listened to on Wednesday at my place? +john" +"arnold-j/all_documents/272.","Message-ID: <27584492.1075857573293.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: wsx@wsx.wsex.com +Subject: Re: (no subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: wsx@wsx.wsex.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +still have not received credit for funds wired 11/16. Please advise. + + + + +World Sports Exchange on 10/19/2000 06:15:50 AM +Please respond to wsx@wsx.wsex.com +To: jarnold@ect.enron.com +cc: +Subject: Re: (no subject) + + +Hi, + +If you sent a bank wire on Monday then it should take about 2-3 days to +be credited to your account, but sometimes it takes one or two days +longer. So, if you don't see it today, please give us a call at 888 304 +2206 and ask for either Maria or Juliette in the accounts department and +they will assist you. + +Thanks, + +WSEX + +jarnold@ect.enron.com wrote: + +> Hello: +> I have not yet received credit for a $1500 wired on Monday for account +> ""Lavorato"" + + +" +"arnold-j/all_documents/273.","Message-ID: <24527899.1075857573314.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i heard he's interviewing to be Shankman's right hand man + + + +Jennifer Burns + +10/20/2000 02:12 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +I saw Bill Perkins today, he was on 33. I heard someone call my name and I +was like hey Bill. Weird huh? + +" +"arnold-j/all_documents/274.","Message-ID: <24204716.1075857573335.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 11:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +I tried to open EOL at 4 on Sunday, but we had systems problems that delayed +the opening until 6:05. This is the third time in four or five sessions when +EOL had problems on Sunday. Anything you can do to improve reliability would +be appreciated. +John" +"arnold-j/all_documents/275.","Message-ID: <28287329.1075857573357.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 10:52:00 -0700 (PDT) +From: john.arnold@enron.com +To: adam.r.bayer@vanderbilt.edu +Subject: Re: How are you today +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Adam Bayer"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Adam: +Hope your interview goes well. Things are going crazy in the gas market so, +unfotunately, I'm stuck at my desk and can't go up for interviews. + +As far as the interview goes, my advise would be the same as any interview. +Be confident. Answer the question asked. Don't be afraid to say you don't +know but don't make excuses. Express interest in why you find Enron +appealing compared to the other 100 companies interviewing. + +The trading training program is still in the works. Few people outside the +trading area are even aware of its existence at this point so I wouldn't ask +any questions about it in the interviews. If you receive an offer, it would +probably be for a normal analyst position with the opportunity to enter the +training program when you arrive. Not sure about that last statement +though. The training program is geared towards our two most mature and pure +trading business areas: gas and power. There are still a large number of +other trading spots in our developing commodities side that would not fall +under the program. That's a function of the program being developed by the +head of these two businesses. Not ready to take it corporate-wide yet. + +Write me about how your interviews went. +Good luck: +John + + + + +""Adam Bayer"" on 10/19/2000 03:28:57 PM +To: +cc: +Subject: How are you today + + +Hi John, + +How are you today? You must be pleased with Enron's most recent numbers. +Could you tell me a little more about the trading training program? You +mentioned you wanted to expand it to two years, but what does the extra year +entail? I have been selected for an interview next Monday, and I look +forward to seeing you again. Do you have any tips on approaching the +interview process? I have poured over the company website, and if you have +any tips I would love to hear them. + +Thanks for your time, and I hope to see you Monday. + +Cordially, + +Adam Bayer + + +" +"arnold-j/all_documents/276.","Message-ID: <25959278.1075857573380.JavaMail.evans@thyme> +Date: Sun, 22 Oct 2000 10:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: rgcurry@mihc.com.mx +Subject: Re: Mexico Industrial +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Rick Curry @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I received this by mistake. + + + + +Rick Curry on 10/21/2000 05:45:42 PM +To: Jennifer Stewart Arnold +cc: +Subject: Mexico Industrial + + +> MIHC is a consulting firm with offices in Mexico City and +> Los Angeles. We specialize in assisting foreign national +> corporations with regard to their real estate interest in +> Mexico. +> +> Currently our M,xico City office is representing a client + regarding the disposition of their surplus corporate assets in +country. +> +> They have three properties which may be might be of +> interest. +> +> 1. Light to Heavy Industrial building in Tula, Hidalgo (a +> well-populated industrial valley roughly 50 miles north of +> Mexico City). Deluxe all brick and concrete building is +> approximately 98,500 square feet with clear span ceiling +> height in excess of 30 ft. The site includes adjacent land, +> which would allow more than doubling the size of facility. +> Located in front of the PEMEX Hidalgo refinery / +> petrochemical plant and a Thermoelectric power generating +> station. Factory is equipment ready and could be in full +> production quickly. +> +> 2. Housing complex built for the Tula factory supervisory +> personnel consists of 32 three-bedroom garden style +> townhouse apartments and an independent eight bedroom +> extended stay dormitory for engineers. In a separately +> enclosed compound is a 3,800 square foot deluxe residence +> with 4-car garage designed for the plant manager or visiting +> officials. The property contains appropriate recreational +> and sports areas for families. It is entirely gated and +> fully secured. +> +> 3. Development site City of Puebla. This highly visible 8.7 +> acres of flat land fronts the Puebla-Mexico City +> superhighway at a formal exit. It is at the entrance corner +> to an industrial area of other trans-national manufactures. +> Site is located approximately 5.5 miles north of the +> Volkswagen assembly plant. +> +> Prefer selling items 1 & 2 as a package, but will entertain +> separate offers. Would also consider long term lease with a +> creditworthy corporate tenant. +> +> With respect to item 3, a build to suit, again a +> long-term lease with a credit worthy corporate tenant is +> possible. +> +> All properties are surplus assets and therefore very +> aggressively priced. Factory and housing offered at +> substantially below replacement cost. +> +> For more information on these items and other services we +> provide in Mexico please visit our web site. +> +> http://www.MIHC.com.mx +> +> In the US: +> +> Rick Curry +> General Counsel +> MIHC - Los Angeles +> PH 213-308-0300 +> email to: RGCurry@MIHC.com.mx +> +> In Mexico: +> +> Ari Feldman, CCIM, SIOR, CIPS +> Director General +> MIHC - Mexico City +> Phone from the US (011) (52) 5286-3458 +> email to: AFeldman@MIHC.com.mx + +" +"arnold-j/all_documents/277.","Message-ID: <22874866.1075857573401.JavaMail.evans@thyme> +Date: Fri, 20 Oct 2000 08:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +6 months severence minus any errors + + + + +Jennifer Shipos +10/20/2000 03:22 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +How about 6 months severance? Do you think you can work that out for me? + +" +"arnold-j/all_documents/278.","Message-ID: <24746667.1075857573439.JavaMail.evans@thyme> +Date: Thu, 19 Oct 2000 02:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +if only i didn't have a position today I'd be ok" +"arnold-j/all_documents/279.","Message-ID: <10055438.1075857573460.JavaMail.evans@thyme> +Date: Thu, 19 Oct 2000 01:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: Look at what I found +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +think you're pretty clever, don't you? + + + + +""Jennifer White"" on 10/18/2000 04:03:59 PM +To: john.arnold@enron.com +cc: +Subject: Look at what I found + + +http://www.fortune.com/fortune/fastest/stories/0,7127,CS|52390-2,00.html + + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/28.","Message-ID: <14216757.1075849624699.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 03:08:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: daniel.coleman@enron.com +Subject: Re: Vulcan Signs +Cc: craig.brown@enron.com, colleen.koenig@enron.com, jennifer.medcalf@enron.com, + sarah-joy.hunter@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: craig.brown@enron.com, colleen.koenig@enron.com, jennifer.medcalf@enron.com, + sarah-joy.hunter@enron.com +X-From: Jeff Youngflesh +X-To: Daniel Coleman +X-cc: Craig H Brown, Colleen Koenig, Jennifer Medcalf, Sarah-Joy Hunter +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Dan, +Thank you for the opportunity. I am open today until 2:30 (I have meetings +from 3:00 - 5:00), or tomorrow before noon, and after 4:00. Wednesday also +looks good (you pick)! + +Thanks! + +Jeff + + + + Daniel Coleman + 12/04/2000 10:52 AM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Craig H Brown/NA/Enron@Enron + Subject: Vulcan Signs + +Jeff, +Please review the note below, and let's discuss at your convenience. + +Daniel Coleman, C.P.M. +Enron Global Strategic Sourcing +Sourcing Portfolio Leader - Construction Services +(713) 646-7028 + + + + +----- Forwarded by Daniel Coleman/NA/Enron on 12/04/2000 10:51 AM ----- + + Bob Hamlin + 11/02/2000 04:26 PM + + To: ""'daniel.coleman@enron.com'"" + cc: + Subject: Change Places + + +Hello + +I hear from Leonard that he had a very good meeting with you last week in +Houston. We are hearing from quite a few people and the business is +beginning to flow. On that subject Leonard did pass on to me that the +signed contract is ""on the way"". + +The purpose of this e-mail is inquire about Enron's ability to +provide/supply natural gas to our company. We consume quite a bit of +natural gas relatively speaking in our aluminum furnace. I believe last +year we spent about $500,000. + +As we both know the price of natural gas is rising. It never hurts to check +and see if better deals are out there. If this is of any interest, please +pass on to the appropriate person/group who would handle. The can contact +me first and then I will turn over to our person here. Thanks + +Bob Hamlin +Vice President +Vulcan Utility Signs & Products +800-426-1314 + + +" +"arnold-j/all_documents/280.","Message-ID: <21632770.1075857573482.JavaMail.evans@thyme> +Date: Thu, 19 Oct 2000 00:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: rajib.saha@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Rajib Saha +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +rajib: +The following are my bids for the asian option: +GQ 1 : .41 +GQ 2 : .63 +GQ 3 : .57" +"arnold-j/all_documents/281.","Message-ID: <19696414.1075857573504.JavaMail.evans@thyme> +Date: Wed, 18 Oct 2000 02:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +34 + + + + +michael.byrne@americas.bnpparibas.com on 10/18/2000 08:21:15 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year +42 +Last Week +62 + +Thanks, +Michael Byrne +BNP PARIBAS Commodity Futures + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/all_documents/282.","Message-ID: <23174591.1075857573525.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 14:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you find out if the tech group has scheduled installation of a dsl line +in my apartment?" +"arnold-j/all_documents/283.","Message-ID: <29064146.1075857573548.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 12:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +It's funny the spreads in gas. First, in gas, you can play the seasonality +game. Does anybody want to buy M/N at 1 back. No, of course not. But in +crude, m/n at .10 back is normal. definitely a game as you try to keep month +on month spreads somewhat within reason while preserving year on year spreads +and creating equilibrium for where cal 2 on back hedging and spec demand is. +that's why cal 2 is as high as it is. +when was the last time the most bullish part of the nat gas curve was prompt +month. i can't remember w/o looking at charts. it's always the mentality +of: if it's tight now what about July or what about winter. i think that's +why the winter spreads are a piece. the z/f/g fly is interesting. i think +z/f can and will settle backw. just a high prob it goes cantango first. +Still seeing sellside interest in term. definitely a result of pira. will +probably get absorbed in the next two weeks as everybody forgets about them +and watches the front of the curve. previous to that conference, the +producers just didnt want to sell anything. tired of writing us a big check +every month. +so not only am i in on weekends, but they just put a computer in my house so +i can work at home at night. it's really my only time to sit and think +without the phones and eol going crazy. they better pay me for the decline +in my lifestyle . + + + + +slafontaine@globalp.com on 10/15/2000 09:26:31 PM +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +what is a young pup like you doing working on saturday? yea ill check again +the +numbers but pretty sure they said +3 bcf by dec. ill let you know/its been +along week/weekend of partying in ny so my memory mite be failing me. i know +this isnt same as crude-less mature but getting there so im always wondering +if/when the mentality will start to go more that way-ie inverses shud be for +only 1 reason-that supply/demand balance will get less tite than it is today. + some length has gotten out of winter sprds but i know from a few i talk +too +they still in-im out even slitely short not much cuz i think growing +deliverabilty if it occurs is bearish the sprds-and 30 cts inverses will be +hard +to maintain unless we have crazy weather. we're only 2 weeks from withdrawel +period so unitl i see cash backwardate im not gonna be bullish these sprds +until +all the length bails. + your rite on the mkt-the anticipation is in the mkt-you gotta have flat px +to make money,my approach in the short term as well. that said everyone at +pira +including pira all bull bull the winter-will be good i think for a +win/sum01/win02 inverse play even tho its not cheap. + fyi-pira also bearish crude-not saying they rite but will have impact on +natgas producers sentiment short term-esp as mideast starts to fiad. for you +be +careful of the politics effecting heating oil, natgas watching too. there will +be some action in my opinion next 4 weeks by govt that cud impact ho futs +negatively and therefore may roll to natgas-ie if ho goes a big discount to +natgas before any major cold-gas will get hit i think. if i hear anything on +oil +side ill be happy to pass it on-apprec comment on producers not that im +surpirsed, wonder if they start going out further esp with forward sparks +getting hit lately?? + good luck man-talk soon. pira was good. you go next year ill set up you +some +interesting people,good to network cuz we never know where we'll end up. + by the way-you bullish sum 02/win 02 or are you rolling a short? non of my +biz but i was on the other side-ill add if it narrows more. inkjections next +summer will be huge albeit from low stx-curve will mean revert eventually. + + + +" +"arnold-j/all_documents/284.","Message-ID: <29244616.1075857573570.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 11:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Video for Enron Management Conference +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please call her and schedule +---------------------- Forwarded by John Arnold/HOU/ECT on 10/17/2000 06:52 +PM --------------------------- +MARGE +NADASKY +10/17/2000 08:53 AM + +To: Danny McCarty/ET&S/Enron@Enron, Shelley Corman/ET&S/Enron@ENRON, Bill +Cordes/ET&S/Enron@ENRON, John Arnold/HOU/ECT@ECT, Janet R +Dietrich/HOU/ECT@ECT, Gene Humphrey/HOU/ECT@ECT, Michael Kopper/HOU/ECT@ECT, +Paul Racicot/Enron Communications@Enron Communications, Ed Smida/Enron +Communications@Enron Communications, Mark Palmer/Corp/Enron@ENRON, Dan +Leff/HOU/EES@EES, Elizabeth Tilney/HOU/EES@EES, Marty Sunde/HOU/EES@EES, +Charlene Jackson/Corp/Enron@ENRON, Kirk +McDaniel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT +cc: Terrie James/Enron Communications@Enron Communications +Subject: Video for Enron Management Conference + +We need you -- for the Management Conference video + +We are working with the Office of the Chairman in preparing a video that +celebrates how Enron has reinvented itself many times over in the last 15 +years, which is the theme of this year's Enron Management Conference. We +will be videotaping members of the Enron Executive Committee this week who +will be sharing and swapping stories with each other about Enron's past. +Then we will fast forward to today -- that's where you come in. We want each +of you to talk about what you and your group are doing right now that +represent how Enron continues to change and reinvent itself. + +We will be videotaping October 24 and 25 in EB-50M05. Please call or e-mail +Marge Nadasky on Ext. 36631 as soon as possible to schedule a time that works +best for you on either of these days. We expect the taping will only take 20 +minutes or so. + +Again, your comments will help make this video fun and informative. Thanks +for your participation. + + + +" +"arnold-j/all_documents/285.","Message-ID: <8954535.1075857573591.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 11:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: congrats +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We both thank you + + + + + + From: Jennifer Fraser 10/17/2000 06:12 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: congrats + +Dutch ( as you know ) is great. +I am very happy for him and you +JF + +" +"arnold-j/all_documents/286.","Message-ID: <7248072.1075857573613.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 10:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: Hi +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +So, what is it? And by the way, don't start with the excuses. You're +expected to be a full, gourmet cook. + +Kisses, not music, makes cooking a more enjoyable experience. + + + + +""Jennifer White"" on 10/17/2000 04:19:20 PM +To: jarnold@enron.com +cc: +Subject: Hi + + +I told you I have a long email address. + +I've decided what to prepare for dinner tomorrow. I hope you aren't +expecting anything extravagant because my culinary skills haven't been +put to use in a while. My only request is that your stereo works. Music +makes cooking a more enjoyable experience. + +Watch the debate if you are home tonight. I want a report tomorrow... +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/287.","Message-ID: <15766141.1075857573634.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 10:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Thursday meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure, stop by and we'll arrange a place to meet. If you come by during +trading hours though, I can only say hi for a couple seconds. + + + + +""Mark Sagel"" on 10/17/2000 05:20:14 PM +To: +cc: +Subject: Re: Thursday meeting + + +That sounds fine. Would you like to meet at your office and go from there? +By the way, I will be in your office earlier in the afternoon for a meeting. +Perhaps I can stop over to say hello. ----- Original Message ----- +From: +To: +Sent: Tuesday, October 17, 2000 5:53 PM +Subject: Re: Thursday meeting + + + +how about 6:00 for drinks + + + + + +""Mark Sagel"" on 10/17/2000 04:34:56 PM + +To: ""John Arnold"" +cc: +Subject: Thursday meeting + + + +Hey John: + +When you have a chance, let me know what time works for us to get together +Thursday. Thanks, + +Mark Sagel +Psytech Analytics + + + + + + +" +"arnold-j/all_documents/288.","Message-ID: <2192648.1075857573657.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 09:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Thursday meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about 6:00 for drinks + + + + + +""Mark Sagel"" on 10/17/2000 04:34:56 PM +To: ""John Arnold"" +cc: +Subject: Thursday meeting + + + +Hey John: +? +When you have a chance, let me know what time works for us to get together +Thursday.? Thanks, +? +Mark Sagel +Psytech Analytics + +" +"arnold-j/all_documents/289.","Message-ID: <9071243.1075857573678.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 07:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I've got a ""strategy"" mtg from 3:00 - 5:00. It's very important. I've got +to strategize about things. Not sure about exactly what. Just things. + + +From: Margaret Allen@ENRON on 10/17/2000 01:13 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Other than the fact that we desparately need your unbelieveably +marketing-savvy person up here - no. What's going on in the trading world? +Maybe I'll have to mosey on down there later today. Is it busy? + +" +"arnold-j/all_documents/29.","Message-ID: <33481796.1075849624722.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 03:12:00 -0800 (PST) +From: jennifer.stewart@enron.com +To: jennifer.medcalf@enron.com +Subject: Vengas venue / Venezuela +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jennifer N Stewart +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/04/2000 +11:09 AM --------------------------- + + +Don Hawkins +12/04/2000 10:51 AM +To: Jennifer N Stewart/NA/Enron@Enron +cc: George Wasaff/NA/Enron@Enron + +Subject: Vengas venue / Venezuela + +Jennifer, thanks for making Colleen available to Jim, She did an excellent +job. + +Don +---------------------- Forwarded by Don Hawkins/OTS/Enron on 12/04/2000 10:51 +AM --------------------------- + + + + From: Jim Rountree 12/04/2000 07:50 AM + + +To: Don Hawkins/OTS/Enron@Enron, Jennifer N Stewart/NA/Enron@Enron +cc: + +Subject: Vengas venue / Venezuela + +I want to pass on my sincere appreciation for the excellent work and +assistance from Colleen Koenig during last weeks crisis management program in +Venezuela. Colleen was more than helpful and provided services that I found +invaluable. She was extremely well liked by the senior management of Vengas +and spent a great deal of time with them in creating an environment conducive +to teamwork and productivity. Her language skills, knowledge and personality +provided an incredible resource. Thanks for allowing my program her services +and I look forward to working with her again in the future. + +Jim Rountree + + +" +"arnold-j/all_documents/290.","Message-ID: <22600797.1075857573700.JavaMail.evans@thyme> +Date: Tue, 17 Oct 2000 05:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +anything new in the world of marketing?" +"arnold-j/all_documents/291.","Message-ID: <15437458.1075857573721.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 06:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea, how about 3:30? + + + + +Sarah Wesner@ENRON +10/16/2000 10:21 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines + +Are you around today? I need to talk to you about some things. Sarah + +" +"arnold-j/all_documents/292.","Message-ID: <14497168.1075857573743.JavaMail.evans@thyme> +Date: Mon, 16 Oct 2000 05:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: John Arnold's PC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about 4:00? + + + + +Ina Rangel +10/16/2000 11:03 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: John Arnold's PC + +John, +When would be a good time for you. After work maybe? + +Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 10/16/2000 11:02 AM +--------------------------- +DON ADAM @ +ENRON +10/16/2000 10:06 AM + +To: Ina Rangel/HOU/ECT@ECT +cc: +Subject: John Arnold's PC + +Ina, + +Could you please have John email you the directions to his house and when +would be a good time to come by and install the equipment? Thanks. + +Don + + + +" +"arnold-j/all_documents/293.","Message-ID: <15187431.1075857573765.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Executive Reports Viewer: NEW LOCATION +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I can't get into this....any ideas? +---------------------- Forwarded by John Arnold/HOU/ECT on 10/14/2000 05:12 +PM --------------------------- + + +Christa Winfrey +10/06/2000 06:00 PM +To: Chris Abel/HOU/ECT@ECT, Darin Talley/Corp/Enron@ENRON, Alisa +Green/HOU/ECT@ECT, Eugenio Perez/HOU/ECT@ECT, Faith Killen/HOU/ECT@ECT, Gary +Hickerson/HOU/ECT@ECT, Gary Stadler/Enron Communications@Enron +Communications, Greg Whalley/HOU/ECT@ECT, Cliff Baxter/HOU/ECT@ECT, John J +Lavorato/Corp/Enron@Enron, John Sherriff/LON/ECT@ECT, Kevin Hannon/Enron +Communications@Enron Communications, Kimberly Hillis/HOU/ECT@ect, Kevin M +Presto/HOU/ECT@ECT, Michael Benien/Corp/Enron@ENRON, Mark Frank/HOU/ECT@ECT, +Mark E Haedicke/HOU/ECT@ECT, Michael E Moscoso/HOU/ECT@ECT, Patricia +Anderson/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Rick Buy/HOU/ECT@ECT, Rudi +Zipter/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, Shona Wilson/NA/Enron@Enron, Tim +Belden/HOU/ECT@ECT, Trey Hardy/HOU/ECT@ect, Tammy R Shepperd/HOU/ECT@ECT, +Veronica Valdez/HOU/ECT@ECT, William S Bradford/HOU/ECT@ECT, Wes +Colwell/HOU/ECT@ECT, Bjorn Hagelmann/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, +David W Delainey/HOU/ECT@ECT, Mark Frevert/NA/Enron@Enron, Jeffrey A +Shankman/HOU/ECT@ECT, Cassandra Schultz/NA/Enron@Enron, Daniel +Falcone/Corp/Enron@ENRON, Frank Hayden/Corp/Enron@Enron, Frank +Prejean/HOU/ECT@ECT, James New/LON/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Kevin +Beasley/Corp/Enron@ENRON, Kevin Sweeney/HOU/ECT@ECT, Liz M +Taylor/HOU/ECT@ECT, Minal Dalia/HOU/EES@EES, Nelson Bibby/LON/ECT@ECT, Scott +Earnest/HOU/ECT@ECT, Scott Tholan/Corp/Enron@Enron, Thomas Myers/HOU/ECT@ECT, +George McClellan/HOU/ECT@ECT, Eric Groves/HOU/ECT@ECT, John +Massey/HOU/ECT@ECT, Jeff Smith/HOU/ECT@ECT, Kevin McGowan/Corp/Enron@ENRON, +Mason Hamlin/HOU/ECT@ECT, Kenneth Lay/Corp/Enron@ENRON, Joseph W +Sutton@Enron, Jeffrey K Skilling@Enron, LaCrecia Davenport/Corp/Enron@Enron, +Rebecca Phillips/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Stacey W +White/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Daniel Reck/HOU/ECT@ECT, Sunil +Dalal/Corp/Enron@ENRON, Fletcher J Sturm/HOU/ECT@ECT, Gabriel +Monroy/HOU/ECT@ECT, Robin Rodrigue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, +Christopher F Calger/PDX/ECT@ECT, Cheryl Dawes/CAL/ECT@ECT, W David +Duran/HOU/ECT@ECT, Georgeanne Hodges/HOU/ECT@ECT, Jim Coffey/HOU/ECT@ECT, +Janet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Julie A +Gomez/HOU/ECT@ECT, Jill Louie/CAL/ECT@ECT, Jean Mrha/NA/Enron@Enron, Jere C +Overdyke/HOU/ECT@ECT, Jody Pierce/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, +Kathryn Corbally/Corp/Enron@ENRON, Laura E Scott/CAL/ECT@ECT, Michael S +Galvan/HOU/ECT@ECT, Michael Miller/EWC/Enron@ENRON, Mark Tawney/HOU/ECT@ECT, +Paula McAlister/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Rodney +Malcolm/HOU/ECT@ECT, Rob Milnthorp/CAL/ECT@ECT, Scott Josey/Corp/Enron@ENRON, +Andrea V Reed/HOU/ECT@ECT, Brenda F Herod/HOU/ECT@ECT, Chris +Komarek/Corp/Enron@Enron, Cris Sherman/HOU/ECT@ECT, David Leboe/HOU/ECT@ECT, +Gail Tholen/HOU/ECT@ECT, Greg Whiting/Corp/Enron@ENRON, Herman +Manis/Corp/Enron@ENRON, Hope Vargas/HOU/ECT@ECT, Lon Draper/CAL/ECT@ECT, Mary +Lynne Ruffer/HOU/ECT@ECT, Stanley Farmer/Corp/Enron@ENRON, Stephen +Wolfe/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, +Jonathan McKay/CAL/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Mike +Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, +Thomas A Martin/HOU/ECT@ECT, Andrew, Andrew R Conner/HOU/ECT@ECT, Bob +Crane/HOU/ECT@ECT, John Jacobsen/HOU/ECT@ECT, Matthew Adams/Corp/Enron@ENRON, +Steven Kleege/HOU/ECT@ECT, Tracy Beardmore/NA/Enron@Enron, Robert +Richard/Corp/Enron@ENRON, Timothy M Norton/HOU/ECT@ECT, Michael +Nguyen/HOU/ECT@ECT, D Todd Hall/HOU/ECT@ECT, Eric Moon/HOU/ECT@ECT, Jenny +Latham/HOU/ECT@ECT, Valarie Sabo/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT, Vince +J Kaminski/HOU/ECT@ECT +cc: Vern Vallejo/HOU/ECT@ECT, Sally Chen/NA/Enron@Enron, Annemieke +Slikker/NA/Enron@Enron, Kristin Walsh/HOU/ECT@ECT +Subject: Executive Reports Viewer: NEW LOCATION + + + + +As of midnight, Saturday, October 7th, the Executive Reports Viewer will no +longer be accessible at its current location, due to IT modifications. The +system has been redesigned to allow access via Internet Explorer (you cannot +use Netscape). The new location is http://ersys.corp.enron.com. +This change will ONLY affect the viewing of the reports; it will NOT impact +the publishing of the reports. + +A shortcut icon can be created by dragging the Internet Explorer Logo +(located in the address field next to the URL) to the desktop. + +If you have any questions, please do not hesitate to call Kristin Walsh at +3-9510 or myself at 3-9307. + +Thank you for your understanding, +Christa Winfrey + +" +"arnold-j/all_documents/294.","Message-ID: <6595539.1075857573787.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: savita.puthigai@enron.com +Subject: Re: Sunday Trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Savita Puthigai +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Savita: +A couple of issues: + +1. I'm having trouble setting a syncopated basis child of a syncopated basis +child (grandchild). Is this not currently allowed by the system? + +2. I have a lot of counterparties whom click on hub gas daily when they +meant to trade nymex. Although I would like the nymex filter to bring gas +dailies, is there anyway to separate them a little more clearly. Eventually +I would like to run all my products in parallel with gas daily, but I'm +restricted right now by issue #1. + +Please advise, +John" +"arnold-j/all_documents/295.","Message-ID: <20946946.1075857573809.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Oh yea, I always get those two places confused. + + +From: Margaret Allen@ENRON on 10/13/2000 04:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Last night + +I thought we agreed to Denny's tonight after Rick's?! + +" +"arnold-j/all_documents/296.","Message-ID: <2221567.1075857573830.JavaMail.evans@thyme> +Date: Sat, 14 Oct 2000 10:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +pira's certainly got the whole market wound up. I've seen a wave of producer +selling for the first time in two months over the past two days. Most +selling Cal 1 off the back of Pira. Pira certainly commands a lot of respect +these days. Too much, probably. +The problem with all these bull spreads (ie F-H) is the thought process in +natty is that if Jan is strong, just think what happens when you get to March +and run out of gas. The spread game is very different than playing crude. +These spreads haven't moved for the past 1000 point runup. You know there +were guys bullish this market trying to play it with spreads and haven't made +a penny. +Just to clarify, Pira said 3 bcf y on y for Z1? That seems hard to believe. + + + + +slafontaine@globalp.com on 10/13/2000 09:42:43 AM +To: jarnold@enron.com +cc: +Subject: mkts + + + +cmon give me some credit-you think ive been doing this this long w/out know +who's doing what! im i ny for the pira conference-thyre pretty bearish cal 01 +and 02-will be interesting to see if/when the producers start to take that to +heart. here's one for you to think about... of pira's rite-ie production gonna +be up 1-1.5 bcf by year end. does increased deliverabilty mean these winter +sprds in producing areas-ie jan-apr and the fact the mkts gonna be more +concerened about running out in march than in jan suggest big invererese will +not be sustainable but will happen only on a weather event??? be curoius your +thots-i maybe thinking too much but makes some sense to me-have a good weekend +johnny. +pira says decm 01 prod up 3 bcf y on y! + + + +" +"arnold-j/all_documents/297.","Message-ID: <25350828.1075857573852.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 09:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +of course... + +just kidding. Aldo's next week. you're done. Open up your checkbook baby. + + +From: Margaret Allen@ENRON on 10/13/2000 03:45 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Last night + +am i being ignored? + +" +"arnold-j/all_documents/298.","Message-ID: <30751168.1075857573873.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 05:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jerk + + + + + + From: Jeffrey A Shankman 10/13/2000 08:49 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + Give me a C + Give me an N + Give me an R + Give me an S + +What do you have? A Quarter! + + +" +"arnold-j/all_documents/299.","Message-ID: <29530444.1075857573894.JavaMail.evans@thyme> +Date: Fri, 13 Oct 2000 05:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Lady, c'mon...you're just one of the guys! Wanna go to Treasures tonight? + + +From: Margaret Allen@ENRON on 10/13/2000 08:39 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Last night + +Hey Buster John, + +Despite the X's you received last night for your ill behavior, I wanted to +thank you for dinner because I had a great time. Although, I do take +personal offense to being flipped off at least 5 times in the course of +dinner. Watch your manners when your with a lady! + +I hope you have a great Friday and today is one of your top 5 too! + +MSA + +" +"arnold-j/all_documents/3.","Message-ID: <1239622.1075849624031.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 08:56:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.stewart@enron.com +Subject: RE: Avaya mtgs +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, I'm not so territorial that fire hydrants and trees are on my +priority list, but I thought that I was doing my job OK on this. If I read +Crowder's FWD to Kim in a certain ""tone"", it appears to me that they feel I +am overstepping. I'm sure there is a better way for me to coordinate and +facilitate these meetings, and do so in such a ""tone"" that Jim doesn't react +the way I sense he did, so I'll be coming to you to discuss, OK? + +On a lighter note (I hope), I hope your NY trip went well, and I'll see you +tomorrow! + +Thank you, + +Jeff + +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/27/2000 04:49 PM ----- + + Kim Godfrey@ENRON COMMUNICATIONS + 11/27/2000 08:41 AM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: RE: Enron / Avaya meetings: calendar + +Please include me on these EMails. + +thanks, + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 11/27/00 08:44 AM ----- + + Jim Crowder + 11/22/00 11:59 AM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: + Subject: RE: Enron / Avaya meetings: calendar + +again, you should be driving this. let's discuss next week. +----- Forwarded by Jim Crowder/Enron Communications on 11/22/00 09:58 AM ----- + + Jeff Youngflesh@ENRON + 11/21/00 02:45 PM + + To: Everett Plante/Enron Communications@Enron Communications, Jim +Crowder/Enron Communications@Enron Communications, Larry Ciscon/Enron +Communications@Enron Communications + cc: Jennifer Stewart/NA/Enron@Enron, Nancy Young/Enron Communications@Enron +Communications, Steve Pearlman/Enron Communications@Enron Communications, +thadwhite@avaya.com, Marie Thibaut/Enron Communications@Enron Communications + Subject: RE: Enron / Avaya meetings: calendar + + +Mission/Purpose: Coordinate EBS Executive Calendars +for EBS' trip to Avaya HQ in Basking Ridge, NJ + +This is targeted as a one-day trip for the Enron executives +Daily objectives highlighted in red, further below. + +Individual items per person follow immediately: + +Jim, + +I have spoken w/Nancy Young, and we have penciled in +that you could possibly make the trip on December 19th, +20th, or 21st; OR January 9th, 10th, or 11th. If Larry and Everett +can also join on one of the same days you are penciled in +for, I would like to book your time for the meeting. + +Larry, + +I have left you a voicemail, and this note. Please let me +know ASAP which of the days that I have penciled in for +Jim Crowder's attendance would also work for you. + +Everett, + +I have called Marie Thibaut and left her the information on +her voicemail. Since she's out, I'll send this to you directly, +as well. Will you also let me know which days (above) +work best for you? + +Steve Pearlman, + +You and I have spoken, I have your availability info. Thank you. + + ++++++++++++++++++++++++++++++++++++++++ + +To clarify the purpose of the Avaya trip: the first day (only) +is for executives to investigate the following items -- +1) what value can EBS deliver to Avaya for Avaya internal +use (product/service solutions, financing, etc.) EBS sell +EBS' solutions to Avaya for Avaya internal use +2) ideas for opportunities for Avaya and EBS to enter into +a ""sell through/sell with"" arrangement, whereby some type +of joint marketing efforts could be enjoined. EBS sell with, +and/or through the Avaya sales organization + + +The second day (only) would be for Avaya and EBS +development/technical staff to meet and brainstorm the: +1) results of the executive meetings' output from 1&2 above, +discuss output of day 1 meetings, & technical issues +and opportunities +and 2) what technical hurdles or opportunities exist which +could enable successful EBS efforts to sell EBS solutions + to Avaya and through Avaya or with Avaya's sales & +marketing team. Larry Ciscon may choose to attend both +days due to the nature of his mission. + + +++++++++++++++++++++++++++++++++++++ + +Please let me know as soon as you can which day or +days would work best for you to make the trip. I need to +get things coordinated with my counterpart at Avaya so +he can schedule his executives' time, and their briefing +center facility. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 03:56 PM ----- + + Jeff Youngflesh + 11/21/2000 10:44 AM + + To: thadwhite@avaya.com + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Thad, can you give Barbara a ""hold"" on this until you and I get the +people scheduled? I have just returned from a day off, and don't +have the information I needed yet. It still looks like Jan 8-9 may be +leading date candidates, with the 19/20 or 20/21 of December being +possible alternates... + +Thank you, + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- + + ""Korp, Barbara I (Barbara)"" + 11/20/2000 01:22 PM + + To: ""'jeff.youngflesh@enron.com'"" + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Jeff, + +I'm in the process of booking the Avaya Briefing Center and need to know how +many people from Enron will be visiting our headquarters. I've asked for +the afternoon of December 13th and all day on the 14th. + +Barb + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + +" +"arnold-j/all_documents/30.","Message-ID: <20726771.1075849624745.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 09:22:00 -0800 (PST) +From: fernley.dyson@enron.com +To: george.wasaff@enron.com +Subject: Re: British Airways vs Continental +Cc: michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +X-From: Fernley Dyson +X-To: George Wasaff +X-cc: Michael R Brown, Sam Kemp, Tracy Ramsey, Derryl Cleaveland, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +George, + +Happy to work for the greater good, but would welcome your help in nailing a +deal with Continental quickly, as my understanding is that they have been +unresponsive to date. + +Thanks + +Fernley + + + + +George Wasaff@ENRON +04/12/2000 16:05 +To: Fernley Dyson/LON/ECT@ECT +cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy +Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer +Medcalf/NA/Enron@Enron + +Subject: Re: British Airways vs Continental + +Fernley: + +We have a number of key initiatives in process with Continental including +sales of broadband services, weather derivatives and facility management that +have the potential to exceed the savings being offered by British Airways. I +would prefer that we stay the course with Continental plus I am confident +that Continental can either meet or exceed BA's current offer. + +George Wasaff + + + + Fernley Dyson@ECT + 11/21/2000 06:32 AM + + To: George Wasaff/NA/Enron@Enron + cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT + Subject: British Airways vs Continental + +George, + +Enron Europe has negotiated a preferred supplier agreement with British +Airways which will save us circa $3m a year vs Continental Airlines. I know +there are existing and potential links with Continental, so please let me +know if this causes you a problem. Colin Bailey is in Houston next week if +you need or want to know any of the detail. + +Regards + +Fernley + + + +" +"arnold-j/all_documents/300.","Message-ID: <14583270.1075857573916.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 10:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.hickerson@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Hickerson +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Gary: +Just checking to see if the Trader's Roundtable includes us gas boys. I +would certainly be interested in attending. +John" +"arnold-j/all_documents/301.","Message-ID: <19458180.1075857573937.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 10:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea, problem is I left at noon to catch my flight, but Marc had a later +flight because NY is closer to Columbus than here. Right after I left, the +market got very busy and Marc decided to stay at work and not go. So that +sucked. + + + +Jennifer Burns + +10/12/2000 04:09 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I think I would be a little disappointed after traveling so far.......I guess +it was nice to see your ""buddies"". + + + +John Arnold +10/12/2000 04:06 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: Re: + +Sounds as if you went to a better show than I did. The game was very +sloppy. They tied 0-0. Not too exciting. + + + + +Jennifer Burns + +10/12/2000 03:43 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Well......IT WAS GREAT!!!!!! Live was actually better than Counting Crows +(Shocking). How was the Soccer Game? I owe you dinner. Thanks again for +the tickets. + + + +John Arnold +10/12/2000 03:38 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: + +how was the concert? + + + + + + + + + + +" +"arnold-j/all_documents/302.","Message-ID: <12145543.1075857573959.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 09:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: SMUD deal Asian options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure + + +To: John Arnold/HOU/ECT@ECT, Timothy M Norton/HOU/ECT@ECT, John +Griffith/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT +cc: +Subject: Re: SMUD deal Asian options + +John, + +Thank you for your flexibility regarding the asian option we purchased from +you (average Feb-Aug GD HH settle). Unfortunately, our customer would like +to settle on 7 days, using the preceding day for any day for which Gas Daily +is not published (i.e., Friday prices would be used for Saturday and Sunday) +- so I know it's not your preference, but I need to take advantage of your +offer. + +Regards, +Gary +x31511 + + + + + +John Arnold +10/08/2000 02:05 PM +To: Gary Taylor/HOU/ECT@ECT +cc: +Subject: Re: SMUD deal Asian options + +I can do it either way but would much rather just make it the simple average +of prices, 5 per week. + + + + + + + From: Gary Taylor 10/05/2000 07:25 PM + + +To: John Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron +cc: +Subject: SMUD deal Asian options + +John(s), + +How will the Asian options we purchased from the gas desk settle with respect +to weekends... will the average of every day's gas daily settle mean the +average of only the days on which Gas Daily is published? or will it triple +count each Friday's or Monday's price to account for the weekend (with a +similar calculation on weekends). I assume it is the former, not the +latter. Is this correct? Are you indifferent if we want to switch to the +latter? Intuitively, it would seem to me that at this point, it wouldn't +matter (because Friday or Monday prices are just as likely to be above the +average as below the average), but you're wearing the risk, not us - so let +me know. + +Frankly, we don't have a preference as a desk, except that we need the +settlement to be consistent with the deal we are entering into with SMUD. +SMUD has questioned our calculation and I need to know how much I need to +argue for one or the other. + +Regards, +Gary +x31511 + + + + + + + +" +"arnold-j/all_documents/303.","Message-ID: <18544570.1075857573981.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 09:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sounds as if you went to a better show than I did. The game was very +sloppy. They tied 0-0. Not too exciting. + + + + +Jennifer Burns + +10/12/2000 03:43 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Well......IT WAS GREAT!!!!!! Live was actually better than Counting Crows +(Shocking). How was the Soccer Game? I owe you dinner. Thanks again for +the tickets. + + + +John Arnold +10/12/2000 03:38 PM +To: Jennifer Burns/HOU/ECT@ECT +cc: +Subject: + +how was the concert? + + + + +" +"arnold-j/all_documents/304.","Message-ID: <25032385.1075857574004.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 08:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how was the concert?" +"arnold-j/all_documents/305.","Message-ID: <13830414.1075857574025.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 08:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Follow - Up +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thx, +I do not have high speed service yet. + + + + +Ina Rangel +10/12/2000 10:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Follow - Up + +John, + +I just wanted to update you on some of the things that you wanted me to do: + +1. I have ordered your computer and accessories for home use. Once it comes +in Jay Webb and Don Adams of IT and EOL will make sure that everything you +need will be programmed on your computer. + +2. I I have ordered your t.v for the office + +3. I am working with telerate department on how you will be able to access it +from your home. + +4. Polycom is installed in your office + +5. I am still investigating different cellular phone companies + + +I will get back to when everything is completed. + +And one question, do you all ready have DSL or any king of internet service +at home? + + +Ina + + + +" +"arnold-j/all_documents/306.","Message-ID: <16218530.1075857574047.JavaMail.evans@thyme> +Date: Thu, 12 Oct 2000 08:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: Re: Popup Text +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sounds good + + + + +David Forster@ENRON +10/12/2000 01:32 PM +To: Savita Puthigai/NA/Enron@Enron, Andy Zipper/Corp/Enron@Enron, Kal +Shah/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT +Subject: Popup Text + + +I would like to put the following text into a popup box which will appear +once to all users of EnronOnline. If you have any comments, please pass them +back to me by this afternoon. + +Thanks, + +Dave + + +Special Bulletin: Nymex Trading every Sunday on EnronOnline + +Starting Sunday, October 15 and continuing every Sunday until further +notice, Nymex US Gas Swaps will be available for trading from 4:00 p.m. to +7:00 p.m. Central Time. + +" +"arnold-j/all_documents/307.","Message-ID: <22183751.1075857574068.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 03:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +82 + + + + +michael.byrne@americas.bnpparibas.com on 10/11/2000 08:17:21 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year +49 +Last Week +78 + +Thanks, +Michael Byrne +BNP PARIBAS Commodity Futures + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/all_documents/308.","Message-ID: <19015318.1075857574090.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 03:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: airam.arteaga@enron.com +Subject: Re: Var, Reporting and Resources Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Airam Arteaga +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I will not be able to attend + + + + Enron North America Corp. + + From: Airam Arteaga 10/11/2000 09:17 AM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Vladimir +Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kay Chapman/HOU/ECT@ECT +Subject: Var, Reporting and Resources Meeting + +REMINDER - Please see below. +---------------------- Forwarded by Airam Arteaga/HOU/ECT on 10/11/2000 09:14 +AM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 10/04/2000 02:23 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Ted +Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura +Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli +Romero/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect +Subject: Var, Reporting and Resources Meeting + +Please plan to attend the below Meeting: + + + Topic: Var, Reporting and Resources Meeting + + Date: Wednesday, October 11th + + Time: 2:30 - 3:30 + + Location: EB30C1 + + + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + + + + + + + + +" +"arnold-j/all_documents/309.","Message-ID: <18049911.1075857574112.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 03:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +I hope you know we were just kidding with you yesterday. We don't get many +strangers on the floor so we have to harass them when we do. + +I think I am a couple of the ""we are not"" attributes in your book. Is that +going to cause me any problems going forward? +John" +"arnold-j/all_documents/31.","Message-ID: <26289120.1075849624769.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 03:58:00 -0800 (PST) +From: george.wasaff@enron.com +To: fernley.dyson@enron.com +Subject: Re: British Airways vs Continental +Cc: derryl.cleaveland@enron.com, jennifer.medcalf@enron.com, + michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: derryl.cleaveland@enron.com, jennifer.medcalf@enron.com, + michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com +X-From: George Wasaff +X-To: Fernley Dyson +X-cc: Derryl Cleaveland, Jennifer Medcalf, Michael R Brown, Sam Kemp, Tracy Ramsey +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Fernley: + +Consider it done. Tracey Ramsey will take the lead in getting a deal done. + +George Wasaff + + + + Fernley Dyson@ECT + 12/04/2000 11:22 AM + + To: George Wasaff/NA/Enron@ENRON + cc: Michael R Brown/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy +Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer +Medcalf/NA/Enron@Enron + Subject: Re: British Airways vs Continental + +George, + +Happy to work for the greater good, but would welcome your help in nailing a +deal with Continental quickly, as my understanding is that they have been +unresponsive to date. + +Thanks + +Fernley + + + +George Wasaff@ENRON +04/12/2000 16:05 +To: Fernley Dyson/LON/ECT@ECT +cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy +Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer +Medcalf/NA/Enron@Enron + +Subject: Re: British Airways vs Continental + +Fernley: + +We have a number of key initiatives in process with Continental including +sales of broadband services, weather derivatives and facility management that +have the potential to exceed the savings being offered by British Airways. I +would prefer that we stay the course with Continental plus I am confident +that Continental can either meet or exceed BA's current offer. + +George Wasaff + + + + Fernley Dyson@ECT + 11/21/2000 06:32 AM + + To: George Wasaff/NA/Enron@Enron + cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT + Subject: British Airways vs Continental + +George, + +Enron Europe has negotiated a preferred supplier agreement with British +Airways which will save us circa $3m a year vs Continental Airlines. I know +there are existing and potential links with Continental, so please let me +know if this causes you a problem. Colin Bailey is in Houston next week if +you need or want to know any of the detail. + +Regards + +Fernley + + + + + +" +"arnold-j/all_documents/310.","Message-ID: <32792189.1075857574133.JavaMail.evans@thyme> +Date: Wed, 11 Oct 2000 02:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I've got your tix. Just two though. I left them in my car. Can you walk +down with me around 11:45-12:00?" +"arnold-j/all_documents/311.","Message-ID: <6784633.1075857574156.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 06:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: sheetal.patel@enron.com +Subject: Re: Offers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sheetal Patel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +No 0-jun 1 indicative offer is 4.85 + + + + +Sheetal Patel +10/10/2000 01:03 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: Charles H Otto/HOU/ECT@ECT +Subject: Offers + +John & Mike, + +Could you please fill out the attach spreadsheet COB today? There is one +swap term and one collar term. + +It looks like we are getting close to a finance deal and are working with +John Thompson in the finance group. The outline quotes would be a buy out of +existing deals on Enron's books. + + +Thanks, + +Sheetal +x36740 + + +" +"arnold-j/all_documents/312.","Message-ID: <11376664.1075857574178.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 06:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Substantiation for EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how's 3:00? + + +From: Margaret Allen@ENRON on 10/10/2000 12:08 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Substantiation for EOL + +Oh, I have a meeting with four people at 3:30. Can I come before or after +that? If no other time works, I can probably change it. Just let me know, +MSA + + + +" +"arnold-j/all_documents/313.","Message-ID: <14449168.1075857574199.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 05:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Substantiation for EOL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Absolutely. Come by around 3:30?? + + +From: Margaret Allen@ENRON on 10/10/2000 10:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Substantiation for EOL + +Hi, + +I was hoping that you could give me a few minutes after trading hours to help +me substantiate the EOL commercial. ABC is threatening not to run it if I +don't prove that ""Enron has created the First Internet Global Commodities +Market."" I can easily prove we are the largest, but I'm having a hard time +with first. I know we were, but I have to have it in writing. + +Give me a call or email me and let me know when you have a second or two. +Thanks, Margaret + +" +"arnold-j/all_documents/314.","Message-ID: <13742567.1075857574220.JavaMail.evans@thyme> +Date: Tue, 10 Oct 2000 04:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Admin Issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about 4:45? + + + + + + From: Jennifer Fraser 10/10/2000 10:52 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Admin Issues + +JA; +Got any time say around 4 pm today .. I need 5 minutes to discuss some +potential poaching on my part +Thansk +JF + +" +"arnold-j/all_documents/315.","Message-ID: <16179775.1075857574242.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 08:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +Please call Lavorato's secretary, Kim, and schedule a time to talk with John +ASAP. +Thanks, +John" +"arnold-j/all_documents/316.","Message-ID: <8367663.1075857574263.JavaMail.evans@thyme> +Date: Mon, 9 Oct 2000 04:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: Hmmmmm........ +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea, I'm picking up 2 tix today....hopefully. +John + + + +Jennifer Burns + +10/09/2000 10:38 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Hmmmmm........ + +J. Arnold- + +Hey - It's me! Any luck with the tickets????? Just curious if there any way +I can get four tickets instead of two? I know I'm asking alot but I really +appreciate it. You know how much I love the Counting Crows and last time +they were in town someone was going to take me but the plans fell +through..........Thanks!!!!!!! + +Jennifer + +" +"arnold-j/all_documents/317.","Message-ID: <8698361.1075857574285.JavaMail.evans@thyme> +Date: Sun, 8 Oct 2000 07:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.presto@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin M Presto +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I was long 4000 X @ 4902, then I switched it from X to F at the same price. +I switched it at 5000, but it puts me into the F at a price basis of 4902. +Sorry for the confusion. + + + + Enron North America Corp. + + From: Kevin M Presto 10/05/2000 10:12 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +My book indicates you have 4000F (Jan 01) at $5.00. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 10/05/2000 +09:41 AM --------------------------- + + Enron North America Corp. + + From: Jenny Latham 10/05/2000 09:23 AM + + +To: Kevin M Presto/HOU/ECT@ECT +cc: +Subject: Re: + +He has 4000F (Jan01) in your book at 5000. + + + + Enron North America Corp. + + From: Kevin M Presto 10/05/2000 08:30 AM + + +To: Stacey W White/HOU/ECT@ECT, Jenny Latham/HOU/ECT@ECT +cc: +Subject: + +Please confirm Arnold's position by sending me an e-mail. +---------------------- Forwarded by Kevin M Presto/HOU/ECT on 10/05/2000 +08:13 AM --------------------------- + + +John Arnold +10/04/2000 04:01 PM +To: Kevin M Presto/HOU/ECT@ECT +cc: +Subject: + +Hey: +I just want to confirm the trades I have in your book. +Trade #1. I sell 4000 X @ 4652 + +Trade #2. I buy 4000 X @ 4652 + I sell 4000 X @ 4902 + +Trade #3 I buy 4000 X @ 5000 + I sell 4000 F @ 5000 + + +Net result: I have 4000 F in your book @ 4902. +Thanks, +John + + + + + + + + +" +"arnold-j/all_documents/318.","Message-ID: <30255481.1075857574307.JavaMail.evans@thyme> +Date: Sun, 8 Oct 2000 07:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: SMUD deal Asian options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I can do it either way but would much rather just make it the simple average +of prices, 5 per week. + + + + + + + From: Gary Taylor 10/05/2000 07:25 PM + + +To: John Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron +cc: +Subject: SMUD deal Asian options + +John(s), + +How will the Asian options we purchased from the gas desk settle with respect +to weekends... will the average of every day's gas daily settle mean the +average of only the days on which Gas Daily is published? or will it triple +count each Friday's or Monday's price to account for the weekend (with a +similar calculation on weekends). I assume it is the former, not the +latter. Is this correct? Are you indifferent if we want to switch to the +latter? Intuitively, it would seem to me that at this point, it wouldn't +matter (because Friday or Monday prices are just as likely to be above the +average as below the average), but you're wearing the risk, not us - so let +me know. + +Frankly, we don't have a preference as a desk, except that we need the +settlement to be consistent with the deal we are entering into with SMUD. +SMUD has questioned our calculation and I need to know how much I need to +argue for one or the other. + +Regards, +Gary +x31511 + +" +"arnold-j/all_documents/319.","Message-ID: <20012653.1075857574329.JavaMail.evans@thyme> +Date: Fri, 6 Oct 2000 08:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: adam.r.bayer@vanderbilt.edu +Subject: Re: Thank you for dinner last night +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Bayer, Adam Ryan"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Adam: +Good question. The exchange, NYMEX, and I, Enron Online, offer a nearly +identical product. The fight is over which execution model is superior. I +would argue that technology will make open outcry exchanges extinct. It's +happened in Europe already. The largest commodity exchange in Europe, the +LIFFE, went with a parallel electronic system to open outcry. Within weeks, +the floor was deserted and virtually all trading occurred electronically. I +still trade on the exchange because we have credit issues with individuals +and certain hedge funds that limit the trading we can do with them direct. +The exchange still provides a credit intermediation function that is useful. +It is certainly an issue that we are trying to address. +John + + + + +""Bayer, Adam Ryan"" on 10/03/2000 01:23:01 PM +To: John.Arnold@enron.com +cc: +Subject: Thank you for dinner last night + + +Dear Mr. Arnold, + + It was nice to meet you yesterday at the +information session. Thank you for the dinner last night. +I had a great time getting to know Enron and its people in +a more relaxed setting. + + During out conversation yesterday, I was confused +about a point you made. You stated that you spent most of +your time on the phone with Traders in New York. When +you talk to the traders, do you try to steer them towards +Enron Online, or are you doing trading outside of Enron +Online? I think the underlying question that I am asking, +is: Is Enron Online meant to facilitate a gas trader's job, +or is it meant to bypass traders completely. + +Thanks again for your time and for dinner. I look forward +to talking with you again when you come to campus for +interviews. + +Cordially, + +Adam +----------------------------------------------------------------- +Bayer, Adam Ryan +Vanderbilt University +Email: adam.r.bayer@Vanderbilt.Edu + + +" +"arnold-j/all_documents/32.","Message-ID: <30038366.1075849624792.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 04:46:00 -0800 (PST) +From: colleen.koenig@enron.com +To: rsaltiel@enron.com +Subject: Request for Enron Spend Data +Cc: jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.stewart@enron.com +X-From: Colleen Koenig +X-To: rsaltiel@enron.com +X-cc: Jennifer Stewart +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Rob, +Per Jennifer Stewart Medcalf's request, attached are files containing Enron +spends between $5MM-500K, for 1999 and Q1Q2 2000. + + + + + +Colleen Koenig +Analyst +Global Strategic Sourcing +713.345.5326 " +"arnold-j/all_documents/320.","Message-ID: <3035910.1075857574351.JavaMail.evans@thyme> +Date: Fri, 6 Oct 2000 05:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Demo +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 06:28 PM +To: John Arnold/HOU/ECT@ECT@ENRON +cc: +Subject: Re: Demo + +4pm? + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + John Arnold@ECT + 10/05/00 06:05 PM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS@ENRON + cc: + Subject: Re: Demo + +Oops, I hadn't gotten to this one yet. Can we do it any later? + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 04:52 PM +To: Fangming.Zhu@enron.com +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Demo + +Let's plan on meeting between 3 and 3:30pm on Wednesday. I'll call you on +Wednesday. + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming.Zhu@enron.com + 10/05/00 03:39 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: + Subject: Re: Demo + + +Let me know when will be good for both you and John on next Wednesday +afternoon. Right now only you and myself have been added into the NT group. +After the demo, if both of you think it is a great tool, then I am going to +add all traders into the NT group, so they can use it. + +Fangming + + + + + Brian_Hoskins + + @enron.net To: +Fangming.Zhu@enron.com + + cc: +John_Arnold@ECT.enron.net + + 10/05/2000 Subject: Re: +Demo + + 03:18 +PM + + + + + + + + + + + +Fangming, + +I am out of town until tomorrow so will not be able to see the demo today. +Wednesday afternoon looks good for me if you'd like to do it then. John, +does +this work for you? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + +|--------+-----------------------> +| | Fangming.Zhu@| +| | enron.com | +| | | +| | 10/05/00 | +| | 09:17 AM | +| | | +|--------+-----------------------> + > +----------------------------------------------------------------------------| + + | +| + | To: Brian Hoskins/Enron Communications@Enron Communications +| + | cc: Allen.Elliott@enron.com +| + | Subject: Demo +| + > +----------------------------------------------------------------------------| + + + + +Hi, Brian: +Let me know if you have time for the messageboard application demo today. I +am planning to take vacation on Friday and coming Monday. I will not be +available to show you the demo until next Wednesday if you can't see it +today. + +Let me know your schedule. + +Thanks, + +Fangming + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/321.","Message-ID: <21818510.1075857574373.JavaMail.evans@thyme> +Date: Fri, 6 Oct 2000 05:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.pruner@enron.com +Subject: Re: options information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Pruner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +We spend a tremendous amount of resources and money collecting information. +Further, the flow we see gives us an advantage in the market. We have +little interest in distributing this info outside of the building. I hope +you understand. Good luck to your brother. + + + + +David Pruner@AZURIX +10/06/2000 09:03 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: options information + +I run the structuring group at Azurix, but I am emailing you in reference to +my brother-in-law, Scott Adams, who is based in New York City. Since +graduating from Brown University he has traded options on the floor in New +York as a local for the last 8 years. He trades natural gas options and is +looking to occassionally do an information exchange with someone where he can +discuss the OTC market versus what he sees going on in the ring. If this +would be of interest or not let me know and I will hook you two up. Thanks +for your time. +Dave Pruner 713-646-8329 + +" +"arnold-j/all_documents/322.","Message-ID: <20870096.1075857574396.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 11:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Demo +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Oops, I hadn't gotten to this one yet. Can we do it any later? + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 04:52 PM +To: Fangming.Zhu@enron.com +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Demo + +Let's plan on meeting between 3 and 3:30pm on Wednesday. I'll call you on +Wednesday. + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming.Zhu@enron.com + 10/05/00 03:39 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: + Subject: Re: Demo + + +Let me know when will be good for both you and John on next Wednesday +afternoon. Right now only you and myself have been added into the NT group. +After the demo, if both of you think it is a great tool, then I am going to +add all traders into the NT group, so they can use it. + +Fangming + + + + + Brian_Hoskins + + @enron.net To: +Fangming.Zhu@enron.com + + cc: +John_Arnold@ECT.enron.net + + 10/05/2000 Subject: Re: +Demo + + 03:18 +PM + + + + + + + + + + + +Fangming, + +I am out of town until tomorrow so will not be able to see the demo today. +Wednesday afternoon looks good for me if you'd like to do it then. John, +does +this work for you? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + +|--------+-----------------------> +| | Fangming.Zhu@| +| | enron.com | +| | | +| | 10/05/00 | +| | 09:17 AM | +| | | +|--------+-----------------------> + > +----------------------------------------------------------------------------| + + | +| + | To: Brian Hoskins/Enron Communications@Enron Communications +| + | cc: Allen.Elliott@enron.com +| + | Subject: Demo +| + > +----------------------------------------------------------------------------| + + + + +Hi, Brian: +Let me know if you have time for the messageboard application demo today. I +am planning to take vacation on Friday and coming Monday. I will not be +available to show you the demo until next Wednesday if you can't see it +today. + +Let me know your schedule. + +Thanks, + +Fangming + + + + + + + + + + + + +" +"arnold-j/all_documents/323.","Message-ID: <19241695.1075857574417.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 11:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: Demo +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea ... the later the better. + + + + +Brian Hoskins@ENRON COMMUNICATIONS +10/05/2000 03:18 PM +To: Fangming.Zhu@enron.com +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Demo + +Fangming, + +I am out of town until tomorrow so will not be able to see the demo today. +Wednesday afternoon looks good for me if you'd like to do it then. John, +does this work for you? + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming.Zhu@enron.com + 10/05/00 09:17 AM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: Allen.Elliott@enron.com + Subject: Demo + +Hi, Brian: +Let me know if you have time for the messageboard application demo today. I +am planning to take vacation on Friday and coming Monday. I will not be +available to show you the demo until next Wednesday if you can't see it +today. + +Let me know your schedule. + +Thanks, + +Fangming + + + + + +" +"arnold-j/all_documents/324.","Message-ID: <31121800.1075857574439.JavaMail.evans@thyme> +Date: Thu, 5 Oct 2000 08:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: aug/sep +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sorry for not responding. I don't look at my email constantly through the +day. Don't have much to do in Q/U still it widens back out. +Thanks, +John + + + + +slafontaine@globalp.com on 10/05/2000 01:05:27 PM +To: jarnold@enron.com +cc: +Subject: aug/sep + + + +i think your selling the whole curve-if your interested im .005 bid for 300 +aug/sep ngas. let me know if your interested. dont let silverman get you into +too much trouble tonite + + + +" +"arnold-j/all_documents/325.","Message-ID: <17612079.1075857574460.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: hunter.shively@enron.com, jonathan.mckay@enron.com +Subject: RE: WEFA's Outlook for Natural Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Hunter S Shively, Jonathan McKay +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Something to take a look at +---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:17 +PM --------------------------- + + + + From: Jennifer Fraser 10/04/2000 11:10 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 10/04/2000 +11:08 AM --------------------------- + + +""Goyburu, Alfredo"" on 10/04/2000 10:52:58 AM +To: +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +Thank you for your interest in Ron Denhardt's comments on Natural Gas. + +If you have any difficulty opening or using the file, please write to me or +give me a call. + +Al Goyburu +Electric Power +WEFA Energy +610-490-2648 + + <> + + - NAPC--Oct 2000.ppt + + +" +"arnold-j/all_documents/326.","Message-ID: <22579824.1075857574482.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: WEFA's Outlook for Natural Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks + + + + + + From: Jennifer Fraser 10/04/2000 11:10 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 10/04/2000 +11:08 AM --------------------------- + + +""Goyburu, Alfredo"" on 10/04/2000 10:52:58 AM +To: +cc: +Subject: RE: WEFA's Outlook for Natural Gas + + +Thank you for your interest in Ron Denhardt's comments on Natural Gas. + +If you have any difficulty opening or using the file, please write to me or +give me a call. + +Al Goyburu +Electric Power +WEFA Energy +610-490-2648 + + <> + + - NAPC--Oct 2000.ppt + + + +" +"arnold-j/all_documents/327.","Message-ID: <32031969.1075857574504.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: requirement document +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you handle this. Please forward all names on the daily P&L sheet. I get +a copy every day if you need. +---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:11 +PM --------------------------- + + +Brian Hoskins@ENRON COMMUNICATIONS +10/04/2000 11:55 AM +To: Ina Rangel/HOU/ECT@ECT +cc: Fangming Zhu/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT +Subject: Re: requirement document + +Ina, + +We're setting up a secure message board for all the traders on the floor. +Can you please provide Fangming with our current list of gas traders? + +Thanks, +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + +----- Forwarded by Brian Hoskins/Enron Communications on 10/04/00 12:01 PM +----- + + Fangming Zhu@ENRON + 10/03/00 11:14 AM + + To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS + cc: + Subject: Re: requirement document + +Brian, +Please provide the list of user's NT loginID and their full name whoever +will use this application. I am going to set up the security for them while I +am buiding the application. +Thanks, +Fangming + + + + Brian Hoskins@ENRON COMMUNICATIONS + 09/28/2000 02:31 PM + + To: Fangming Zhu/Corp/Enron@ENRON + cc: Allen Elliott/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT + Subject: Re: requirement document + +Fangming, + +Looks good. That's exactly what we're looking for. John, please comment if +there are any additional features you'd like to add. + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming Zhu@ENRON + 09/28/00 02:23 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: Allen Elliott/HOU/ECT@ECT + Subject: requirement document + +Hi, Brian: + +Please review attached requirement document and reply this message with any +comments. Once you approve it, I am going to build the application. + + + +Thanks, + +Fangming + + + + + +" +"arnold-j/all_documents/328.","Message-ID: <14008830.1075857574526.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mark: +We are still on for drinks on the 19th. You have called the market very well +since you started sending me updates. Unfortunately for both of us, a couple +of good calls does not a soothsayer make. Thus, keep sending me your updates +so I can at least get a little broader judgment of your abilities. In terms +of my trading style, I take positions to make $.25-$1, not $.05. Too much +noise in this market to trade differently for me. + + + + +""Mark Sagel"" on 10/04/2000 02:55:41 PM +To: +cc: +Subject: Re: Natural update + + +John: + +I hope you know I was just fishing for a reaction on the phone before. I +assumed we would discuss a potential relationship when I'm in Houston on the +19th. We're still on for drinks after work, right? By then, you should +have a comfort level with the quality of my work. I think the analysis I've +given you has been quite accurate as to market turns and price behavior. It +would be helpful if I had some idea of how you trade/view the market. Are +you mainly day-trading or do you hold positions for several days/weeks? +That way I can structure my comments in order to best serve your interests. +Let me know. Thanks, +----- Original Message ----- +From: +To: +Sent: Wednesday, October 04, 2000 9:14 AM +Subject: Re: Natural update + + + +Mark: +Let's keep the present system for the short-term. I would like to continue +looking at your work for another couple weeks. We'll talk later, +John + + + + +""Mark Sagel"" on 10/03/2000 02:29:47 PM + +To: ""John Arnold"" +cc: +Subject: Natural update + + + +John: + +The price behavior of the past couple days has been disappointing. My +short-term market patterns suggested a more robust price rally and natural +appears to be waning at present. Volume on this rally is poor, +particularly since yesterday was a decent day to the upside. The market +appears to be using a lot of its energy but spinning its wheels. If we +are at these same price levels in another two weeks, that would be +extremely bullish. Right here, the risk/reward to being long is not so +great. Recommend a neutral stance short-term on natural. Bigger picture +is still very bullish. However, this market needs another 1-2 weeks of +what I would call horizontal price action to set the stage for a big move +to the upside. + +Let me know if this stuff is useful for you. I certainly don't want to +waste your time. In addition, if you prefer I call when I have something +to pass along, let me know. I don't know how often you check/see your +e-mail. Thanks, + +Mark Sagel + + + + + + +" +"arnold-j/all_documents/329.","Message-ID: <28526764.1075857574548.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 09:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.presto@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin M Presto +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +I just want to confirm the trades I have in your book. +Trade #1. I sell 4000 X @ 4652 + +Trade #2. I buy 4000 X @ 4652 + I sell 4000 X @ 4902 + +Trade #3 I buy 4000 X @ 5000 + I sell 4000 F @ 5000 + + +Net result: I have 4000 F in your book @ 4902. +Thanks, +John" +"arnold-j/all_documents/33.","Message-ID: <28389732.1075849624815.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 05:58:00 -0800 (PST) +From: jeff.leath@enron.com +To: jennifer.medcalf@enron.com +Subject: Strategic Sourcing Conference +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Leath +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +----- Forwarded by Jeff Leath/NA/Enron on 12/04/2000 01:57 PM ----- + + ""Johnson, Beverly"" + 12/04/2000 01:48 PM + + To: ""'jeff.leath@enron.com'"" + cc: ""Wallin, Kelli"" , ""Hudson, Coleman"" + + Subject: Strategic Sourcing Conference + + +ENRON STRATEGIC SOURCING +FOLIO # 336135 +10/8-11/00 +MR. JEFF LEATH +PHONE: 713-646-6165 +FAX: 713-646-6313 + +Jeff, + +Per our conversation this morning, I will list the items in question. I am +also forwarding this to Kelli Wallin in our accounting department to follow +up on as well. + +* ACCOUNTING: Please see that all service charges were posted as 18%, +per contract +* JEFF: I will fax you the comp ticket showing the 1 hour reception +posted to The Woodlands House account. +* ACCOUNTING: Please fax Jeff the back up for the package handling +charges. $451.35 +* ACCOUNTING: Please adjust (1) wireless mouse charge for a total of +$156.41 +* JEFF: In regards to the lunch charges, we charged a day guest rate +to include lunch in The Woodlands Dining Room @ $57.00 for 40 day +attendees. You had 80 persons on the Complete Meeting Package. However, +when coordinating with Tracey Kozadinos, she ordered and guaranteed 100 box +lunches @ $5.50 per person surcharge for the golf. Thus, 80+40=120 - 100 +(box lunches) would leave 20 persons permitted to have lunch in The +Woodlands Dining Room. We billed you for the total amount of persons over +the 20 permitted in the Woodlands Dining Room. +* JEFF: Breakout charges were for (2) rooms. Enron had a guarantee of +120 attendees. We allow (1) breakout per 40 attendees. This particular +day, (5) breakouts were ordered. The audio visual in the additional +breakouts is based on a-la-carte pricing and is not included in the package. +Only av is included in the rooms that are part of the allocation. + +Jeff, I will see that the adjustments are forwarded to you as soon as +possible in order to remit for payment. Please feel free to call me should +you have further questions. Thank you for your business! + + +Beverly J. Johnson +Conference Planning Manager +The Woodlands Resort & Conference Center +(281) 364-6234 -- Direct Dial +(281) 364-6338 -- Fax +" +"arnold-j/all_documents/330.","Message-ID: <23601506.1075857574569.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 03:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: zyft02@yahoo.com +Subject: Re: TEST +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: zyft02@yahoo.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Received + + + + +z on 10/04/2000 08:48:55 AM +Please respond to zyft02@yahoo.com +To: john.arnold@enron.com +cc: +Subject: TEST + + +This is a test from Yahoo email. Please reply if +received. + +Don Adam +Team Lead, Trader Support + +__________________________________________________ +Do You Yahoo!? +Yahoo! Photos - 35mm Quality Prints, Now Get 15 Free! +http://photos.yahoo.com/ + +" +"arnold-j/all_documents/331.","Message-ID: <23580308.1075857574590.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 01:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: ABN +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Credit lines are like bandwidth. Create the capacity and we'll find a way to +use it. + + + + +Sarah Wesner@ENRON +10/03/2000 09:58 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ABN + +John - Enron maxed out its facility with ABN on 9/18/00. I am going for an +increase to $50 million. Do you see increasing your trade flow? I do not +want to ask for interest free money if Enron will not use it. + + +Sarah + +" +"arnold-j/all_documents/332.","Message-ID: <2851155.1075857574612.JavaMail.evans@thyme> +Date: Wed, 4 Oct 2000 01:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mark: +Let's keep the present system for the short-term. I would like to continue +looking at your work for another couple weeks. We'll talk later, +John + + + + +""Mark Sagel"" on 10/03/2000 02:29:47 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +John: +? +The price behavior of the past couple days has been disappointing.? My +short-term market patterns suggested a more robust price rally and natural +appears to be waning at present.? Volume on this rally is poor, particularly +since yesterday was a decent day to the upside.? The market appears to be +using a lot of its energy but spinning its wheels.? If we are at these same +price levels in another two weeks, that would be extremely bullish.? Right +here, the risk/reward to being long is not so great.? Recommend a neutral +stance short-term on natural.? Bigger picture is still very bullish.? +However, this market needs another 1-2 weeks of what I would call horizontal +price action to set the stage for a big move to the upside. +? +Let me know if this stuff is useful for you.? I certainly don't want to +waste your time.? In addition, if you prefer I call when I have something to +pass along, let me know.? I don't know how often you check/see your e-mail.? +Thanks, +? +Mark Sagel + +" +"arnold-j/all_documents/333.","Message-ID: <3642140.1075857574634.JavaMail.evans@thyme> +Date: Tue, 3 Oct 2000 06:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://ecthou-webcl1.nt.ect.enron.com/research/Weather/WeatherMain.htm" +"arnold-j/all_documents/334.","Message-ID: <10163565.1075857574657.JavaMail.evans@thyme> +Date: Mon, 2 Oct 2000 05:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: +Cc: larry.may@enron.com, mike.maggi@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: larry.may@enron.com, mike.maggi@enron.com +X-From: John Arnold +X-To: John Griffith +X-cc: Larry May, Mike Maggi +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: +I have asked Mike and Larry to spend half an hour each talking to you about +opportunities on the gas floor. Please advise if the following schedule is +unacceptable. I will be leaving today at 2:15. +Larry 4:00-4:30 +Mike 4:30-5:00 + +Thanks, +John" +"arnold-j/all_documents/335.","Message-ID: <26990234.1075857574679.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 10:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com +Subject: small ventures usa +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Russell: +I think I should give you a little background on small ventures. Bill +Perkins and I have a strong personal and professional relationship. He is an +extremely creative individual. Whalley actually commented on him today as +someone ""who thinks outside the box"". Bill actually sat in a bar four years +and said the next tradeable market would be bandwidth. He has been +successful in the gas business when he has had someone to filter his ideas. +As such he provides an informal consulting role to Enron. He throws out +ideas and, every once in a while, he comes up with a great one. He pointed +out an anomalous pricing occurence in the options market, a market I normally +don't follow closely, that I translated into a multimillion dollar trade for +Enron. In return, I have agreed to have Enron intermediate his trades within +reason. I want to emphasize that continuing this relationship should be +considered a high priority. I am willing to accept some of the credit risk +exposure as a cost of doing business. Bill understands his role as an +independent in the market and performs the right risk/reward trades for +someone with finite capital. I place very high confidence in Bill not +conducting high risk trades. Having said that, we certainly need to monitor +his credit exposure and continue to require LC's. Just understand that he is +at a different level of sophistication that any other non-investment grade +counterparty. + +I understand there was some concern in regards to the Transco Z6 spread +option he traded. He was absolutely right about the valuation and we, on the +trading desk, knew it as well. There are a couple isolated products that +Enron does not do a good job of valuing because of systems limtations. This +was one product. Our spread options are booked in Excel using option pricing +models created by the research group. The problem with these models is that +they are strictly theoretical and don't take into account gas fundamental +price limitations. For instance, it is less probable, though not impossible, +for a transport spread from a production area to a market area to go within +variable cost than the models predict. Thus it is necessary to apply a +correlation skew curve on top of the overlying correlation used. Obviously, +we have this function in our pricing models. I was not aware this +methodology had not been transferred to the valuation models. This has since +been changed. Fortunately these incidents tend to be extremely rare as very +few non-investment grade companies trade these types of products. + +Finally, on Friday Bill wanted to do a trade that reduced his exposure to +Enron. I gave Mike Maggi the go ahead to do the trade without consulting +credit. I do not believe that I acted out of line in approving this trade +considering the circumstances. If you believe differently, please advise. +Thanks, +John" +"arnold-j/all_documents/336.","Message-ID: <2506295.1075857574701.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 09:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Nigel Patterson +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you swap me with Fletch. Try to make all of my interviews as late as +possible. +Thx +John +---------------------- Forwarded by John Arnold/HOU/ECT on 09/29/2000 04:55 +PM --------------------------- + + Enron North America Corp. + + From: Kimberly Hillis 09/29/2000 09:52 AM + + +To: John Arnold/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, +John J Lavorato/Corp/Enron@Enron, David W Delainey/HOU/ECT@ECT, Greg +Whalley/HOU/ECT@ECT +cc: Ina Rangel/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT, Felicia +Doan/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, +Jessica Ramirez/HOU/ECT@ECT +Subject: Nigel Patterson + + +Below please find a copy of the resume and the itinerary for Nigel +Patterson. + +If you have any questions, please do not hesitate to call me or John Lavorato. + +Thanks for you help. + +Kim +x30681 + +12:30 - 1:00 Rogers Herndon (EB3320) + +1:00 - 1:30 Kevin Presto (EB3320) + +1:30 - 2:00 Dana Davis (EB3320) + +2:00 - 2:30 Dave Delainey (EB3314) + +2:30 - 3:00 John Arnold (EB3320) + +3:15 - 4:00 Greg Whalley (EB2801) + +4:00 - 4:30 Fletch Sturm (EB3320) + + +" +"arnold-j/all_documents/337.","Message-ID: <12490813.1075857574722.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 09:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just an update: Today I set up a front month fixed price gas daily product +priced at parity to NYMEX. I thought the response was tremendous. It really +shows that we might have an angle to put out more of the curve and become the +predominant benchmark for the industry rather than the exchange. + +One problem I had was linking 2 syncopated basis products. I set up a new +product for the prompt that was Nov GD/D Henry Hub that was a syncopated +basis of 0/0 to the Nov Nymex. However, since Dec Nymex is a syncopated +basis to Nov Nymex, I could not set up a syncopated basis link around the Dec +Nymex. Any ideas?" +"arnold-j/all_documents/338.","Message-ID: <16572848.1075857574744.JavaMail.evans@thyme> +Date: Fri, 29 Sep 2000 06:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +Anything ever happen with Pedron? +John" +"arnold-j/all_documents/339.","Message-ID: <4532190.1075857574765.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com, errol.mclaughlin@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley, Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Boys: +I'm sorry you were not able to attend last night. I do appreciate your +efforts to make this book as successful as it has been. It's not quite the +same as being in my company, but take your respective wives, or swap, I don't +care, out this weekend on me. Try to keep it under $300 per couple. Keep up +the good work, +John" +"arnold-j/all_documents/34.","Message-ID: <2215248.1075849624838.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 04:46:00 -0800 (PST) +From: brien@am.sony.com +To: kenneth.cooper@am.sony.com +Subject: FW: Agreement of Confidentiality +Cc: jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.stewart@enron.com +X-From: ""O'Brien, Sean"" +X-To: ""Cooper, Kenneth"" +X-cc: jennifer.stewart@enron.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Dear Ken, + +Attached, please find an Agreement of Confidentiality that was sent to me. +I cannot tell for sure if you were copied on this so I decided to send it to +you for execution. If there is anything that I can do to assist you with +this process, please do not hesitate to contact me directly. + +In closing, thank you very much for the effort that you have expended on +this project thus far and I hope that the end result will be a benefit to +Sony. + +Sincerely, + +Sean A. O'Brien +Vice President +Technology Partnerships +Business Solutions Company +Sony Electronics Inc. +T 858-942-7740 +C 858-775-4627 + + + - pic18588.pcx + - Sony Electronics.doc" +"arnold-j/all_documents/340.","Message-ID: <3961189.1075857574787.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +What design are you talking about? Do I have pink elephants on all my emails +or something? + +I'm very enthused that I have the skillset to be an advertising critic when I +grow up. It's something I've always wanted to do. + + +PS. I'm a little sarcastic as well. + + +From: Margaret Allen@ENRON on 09/27/2000 01:45 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Commercials + +John, John, John....very impressive analysis! The first two commercials were +supposed to be idealistic spots announcing Enron as an innovative company, +while the next four are proof points to our innovation by showing the +businesses we have created. + +I know you were elated to get an email from me this morning, thus proving +that I had not been kidnapped and all those important things I work on would +continue to be completed. Oh and that certainly is a pretty design you add +to your emails. Very masculine! + +Smile, Margaret + +ps, i hope you can read my sarcasm over email -- if you knew me better, you +would understand it completely since it is rare that i'm in a totally serious +mood. hope you don't take offense! + + + + + + John Arnold@ECT + 09/27/2000 12:29 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Commercials + +I really liked the commercials about specifics (i.e. weather, EOL, +bandwidth). The metal man was definitely at a different philosophical level +than where my brain operates. Still not quite sure what was going on there. +Ode was a bit too idealistic. The campaign in general was very different +than previous. But I guess you know that and that's the point. Again, I +think the commercials that showed why we are the most innovative were very +impressive. Just telling people we are innovative made less of an impact. + +Sorry I ruined your run. At least you weren't molested by the River Oaks car +thief. + + +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + + + + + + + +" +"arnold-j/all_documents/341.","Message-ID: <3724384.1075857574809.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: kori.loibl@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kori Loibl +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +As far as lunch, it's a done deal. I need names of people who should be +allowed. It is not for the whole floor, but rather for people who need to +stay at their desk during the day. Please advise, +John + + + + Enron North America Corp. + + From: Kori Loibl 09/28/2000 02:24 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Just wanted to say ""thank-you"" for dinner last night. It's unfortunate Errol +and Dutch didn't make it, they are the ones who do all the work for you. + +Are you going to hook me up on the lunch police? + +Thanks again, + +Kori. + +" +"arnold-j/all_documents/342.","Message-ID: <16711226.1075857574831.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: requirement document +Cc: allen.elliott@enron.com, fangming.zhu@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: allen.elliott@enron.com, fangming.zhu@enron.com +X-From: John Arnold +X-To: Brian Hoskins +X-cc: Allen Elliott, Fangming Zhu +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Looks good. I'm a little confused as to how many users can be on. The +system needs to be able to handle 50+ users at one time, each being able to +post messages any time. + + + + +Brian Hoskins@ENRON COMMUNICATIONS +09/28/2000 02:31 PM +To: Fangming Zhu/Corp/Enron@ENRON +cc: Allen Elliott/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +Subject: Re: requirement document + +Fangming, + +Looks good. That's exactly what we're looking for. John, please comment if +there are any additional features you'd like to add. + +Brian + + +Brian T. Hoskins +Enron Broadband Services +713-853-0380 (office) +713-412-3667 (mobile) +713-646-5745 (fax) +Brian_Hoskins@enron.net + + + + + + Fangming Zhu@ENRON + 09/28/00 02:23 PM + + To: Brian Hoskins/Enron Communications@Enron Communications + cc: Allen Elliott/HOU/ECT@ECT + Subject: requirement document + +Hi, Brian: + +Please review attached requirement document and reply this message with any +comments. Once you approve it, I am going to build the application. + + + +Thanks, + +Fangming + + + +" +"arnold-j/all_documents/343.","Message-ID: <14991752.1075857574853.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 10:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: PIRA Annual Seminar Preview +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thank you for sending this. If only you sent it a couple hours earlier. +Just kidding. T Boone must have heard this because he sold everything +today. 9000 contracts. +John + + + + + + From: Jennifer Fraser 09/28/2000 03:35 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: PIRA Annual Seminar Preview + +Hey JA: +I was at PIRA today and got a preview of their presenation on Oct 11-12 for +their client seminars. +(Greg Shuttlesworth) +Summary: +They have turned a little bearish becuase +They believe that distillates will cap gas ( get some to graph HO, CL, NY +No.6 1% and TZ6 Index and NX3) the picture is very convincing +Supply is increasing at a faster pace (1Bcf/d more in Q4 and expect +incremental 2 BCF/d next summer) +Canadian production is increasing +Deep water GOm is increasing +Lastly, Shallow water GOM is also improving after years of decline + +Demand +modest in 01/02 +more efficient gas turbine +economic moderation + +Near term +Yes it looks a little ugly this winter +Possibility of shocks in the shoulder ( low storage and early summer heat in +Apr-May 01) + +Call me or write if you call for more details. I am also faxing you their +fuel substitution slide---- it looks at up to 5 BCF/d being put back into the +supply chain. + + +Thanks +JF + +" +"arnold-j/all_documents/344.","Message-ID: <6159749.1075857574874.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +home.enron.com + +this is home.enron.com." +"arnold-j/all_documents/345.","Message-ID: <11479033.1075857574896.JavaMail.evans@thyme> +Date: Thu, 28 Sep 2000 02:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: jim.schwieger@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jim Schwieger +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +I apologize for the comment after your order. I knew you didn't like the +market last night so I was surprised when you were an buyer this morning. +It's not your style to change views quickly as you tend to trade with a +longer term view. I was out of line with the comment and it won't happen +again. +John" +"arnold-j/all_documents/346.","Message-ID: <23691808.1075857574917.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 11:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hi: +Can you get me subscriptions to the following magazines: +The Economist +Energy Risk Management +Havard Business Review +Thanks, +John" +"arnold-j/all_documents/347.","Message-ID: <31335795.1075857574938.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 10:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: pfse@dynegy.com +Subject: Re: Evening +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: pfse@dynegy.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I am John Arnold. I believe you're looking for Jeff Arnold. + + + + + +pfse@dynegy.com on 09/27/2000 05:30:27 PM +To: Jeff.Arnold@enron.com +cc: +Subject: Re: Evening + + +jeff, + +thanks for the directions - i have already forwarded them home. + +tonight is not good for me but perhaps one day we will finally connect now +that +we are closer! + +i've been thinking about sunday and hope you have a deck of cards to play with +(perhaps 2 decks of uno cards). + + + +" +"arnold-j/all_documents/348.","Message-ID: <23905236.1075857574960.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 08:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 03:26 +PM --------------------------- +From: Margaret Allen@ENRON on 09/27/2000 01:45 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Commercials + +John, John, John....very impressive analysis! The first two commercials were +supposed to be idealistic spots announcing Enron as an innovative company, +while the next four are proof points to our innovation by showing the +businesses we have created. + +I know you were elated to get an email from me this morning, thus proving +that I had not been kidnapped and all those important things I work on would +continue to be completed. Oh and that certainly is a pretty design you add +to your emails. Very masculine! + +Smile, Margaret + +ps, i hope you can read my sarcasm over email -- if you knew me better, you +would understand it completely since it is rare that i'm in a totally serious +mood. hope you don't take offense! + + + + + + John Arnold@ECT + 09/27/2000 12:29 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Commercials + +I really liked the commercials about specifics (i.e. weather, EOL, +bandwidth). The metal man was definitely at a different philosophical level +than where my brain operates. Still not quite sure what was going on there. +Ode was a bit too idealistic. The campaign in general was very different +than previous. But I guess you know that and that's the point. Again, I +think the commercials that showed why we are the most innovative were very +impressive. Just telling people we are innovative made less of an impact. + +Sorry I ruined your run. At least you weren't molested by the River Oaks car +thief. + + +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + + + + + + +" +"arnold-j/all_documents/349.","Message-ID: <28093080.1075857574982.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 05:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I really liked the commercials about specifics (i.e. weather, EOL, +bandwidth). The metal man was definitely at a different philosophical level +than where my brain operates. Still not quite sure what was going on there. +Ode was a bit too idealistic. The campaign in general was very different +than previous. But I guess you know that and that's the point. Again, I +think the commercials that showed why we are the most innovative were very +impressive. Just telling people we are innovative made less of an impact. + +Sorry I ruined your run. At least you weren't molested by the River Oaks car +thief. + + +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + + +" +"arnold-j/all_documents/35.","Message-ID: <19821983.1075849624861.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 04:46:00 -0800 (PST) +From: brien@am.sony.com +To: jennifer.stewart@enron.com +Subject: FW: Enron Media Contacts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""O'Brien, Sean"" +X-To: jennifer.stewart@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Dear Jennifer, + +My apologies, I thought that I had forwarded this information to you last +month. + +Sean + +-----Original Message----- +From: George_Leon@spe.sony.com [mailto:George_Leon@spe.sony.com] +Sent: Tuesday, November 07, 2000 11:58 AM +To: O'Brien, Sean +Subject: Re: FW: Enron Media Contacts + + +Sean, how are you? +Here's the requested information: + The absolute correct person for them to meet and who will make the media + buying decision would be Ms. Cherie Crane. + +Would you like for me to place a call and find out what's going on? Let me +know. + +=G + + + + + +""O'Brien, Sean"" on 11/07/2000 08:57:53 AM + +To: George Leon/LA/SPE@SPE +cc: ""Ellis, Bryan"" + +Subject: FW: Enron Media Contacts + + + +Dear George, + +I hope all is going well for you there. I need your help. Listed below is +an email from my contact person at Enron Media Services. They are planning +to offer media in a trading environment (like a commodity) and need to know +who the ""right"" contact at SPE would be. As you can see, they have met with +several people but are unsure who makes the media decisions at SPE. Can you +please help me direct them to the right person? If they have already met +with the right person, can you identify them so that I can follow up and +determine SPE's interest in their proposal. Thanks for the help. + +Sincerely, +Sean A. O'Brien +Vice President +Technology Partnerships +Business Solutions Company +Sony Electronics Inc. +T 858-942-7740 +C 858-775-4627 + + +-----Original Message----- +From: Jennifer.Stewart@enron.com [mailto:Jennifer.Stewart@enron.com] +Sent: Friday, October 27, 2000 2:51 PM +To: Sean.O'Brien@am.sony.com +Cc: Michael_Horning@enron.net +Subject: Enron Media Contacts + + +Sean, +The following are the contacts that have been made by Enron Media Services +with Enron Picture. The initial meeting, Enron Media Services was +represented by Mike Horning, Edward Ondarza and Steve Crumley. +We met with the following personnel from SPE: + +- Allan Dick, VP Corporate Procurement +- Cherie Crane, SVP Media +- Joseph Foley, SVP Marketing +- Kathleen Shane, VP Finance +- Jennie Angelos, Director Business Planning +- Peter LaBrida, Manager Corporate Procurement + +Mike has provided Allan with today's one-year fixed price swap for spot TV +media in NY, LA and Houston. Mike expects feedback from Allan today on the +pricing and the Sony attendees from meeting. The next meeting that Mike is +having is +11/1 with Allan Dick. + +Could you do some investigation and find out what the feel is for the Enron +Media Services product offering and possible communicate to Sony Pictures +that there are revenue opportunities for Sony also. + +Please give me a call when you have an opportunity. + +Jennifer + + + +" +"arnold-j/all_documents/350.","Message-ID: <15991248.1075857575005.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 05:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: joseph.deffner@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Joseph Deffner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Joe: +I just wanted to run this past you... +John +---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 12:05 +PM --------------------------- +To: John Arnold/HOU/ECT@ECT +cc: Joseph Deffner/HOU/ECT@ECT, Tim DeSpain/HOU/ECT@ECT +Subject: Re: + +John: + +I don't mind cleaning up their books at quarter end. However,at year end I +will want to keep the debt off of my books. As we approach year-end this +year could you please coordinate with Joe Deffner so that we take advantage +of the margin lines we have available in order to minimize the debt on our +books. + +Thanks, + +Ben + + + +John Arnold +09/26/2000 07:12 PM +To: Ben F Glisan/HOU/ECT@ECT +cc: +Subject: + +Ben: +Jeff Shankman gave me your name. I have assumed Jeff's old responsibilities +as head of the natural gas derivatives trading group. Our broker, EDF MAN, +supplies us with $50 million of margin financing every night. They are +trying to clean up their books for end of quarter and/or year on Sep 30. +They have asked if we can post the $50 million overnight on the 30th. We did +this last year as well. Please advise, +John + + + +" +"arnold-j/all_documents/351.","Message-ID: <27471978.1075857575027.JavaMail.evans@thyme> +Date: Wed, 27 Sep 2000 04:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Commercials +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 11:12 +AM --------------------------- +From: Margaret Allen@ENRON on 09/27/2000 08:24 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Commercials + +So, what did you think?! Don't lie or stretch the truth either -- you won't +hurt my feelings, I promise. + +By the way, by the time I arrived home it was completely dark so I went for a +three mile run this morning. Not fun, but I'm definitely awake right now! +BUT, it's all your fault I couldn't go last night....he!he! + +Trade well, MSA + + +" +"arnold-j/all_documents/352.","Message-ID: <12556706.1075857575049.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Stress Test +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm not sure what is happening on my position. It may have to do with how +you shaped the forward vol and price curves at each level. My VAR is so +dependent on spread levels and vols that a small change in the Jan vols could +produce that effect. +The results certainly provide evidence of a need for higher VAR going into +the winter. +John + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 09/15/2000 06:32 PM + + +To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT, Sunil Dalal/Corp/Enron@ENRON +Subject: Stress Test + +The below file shows the results of the two stress test requested. Under the +$7 dollar stress, NYMEX curve was shifted to $7 dollars with all other price +curves proportionally shifted. Under the $9 dollar test, not only were the +price curves shifted, but volatilites were stressed as well with NYMEX +volatility going to 100% and all other vol locations being raised accordingly. + + +Key findings include: +$7 dollar stress only raised VaR by 79% +$9 dollar stress raised VaR by 134% + + + +It is interesting to note that with the seven dollar stress, VaR on the +financial desk actually decreased. This would seem to imply that up to the +seven dollar strike, the financial desk is long gamma (which overall reduces +risk). But between the seven dollar and nine dollar strike, it appears that +the desk becomes short gamma, thereby acceralatering the amount of risk and +increasing VaR by 74%. Does this make sense or is something else happening? + +Frank + + + + + + +---------------------- Forwarded by Frank Hayden/Corp/Enron on 09/15/2000 +03:43 PM --------------------------- + + + + From: Sunil Dalal 09/15/2000 02:54 PM + + +To: Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +cc: + +Subject: Lavo/Arnold Stresses + +Attached below are the $7 and $9 stresses that were run at the request of +Lavo ($7) and Arnold ($9). I ran the results against the AGG-IV portfolio. + + + + + + +" +"arnold-j/all_documents/353.","Message-ID: <16738931.1075857575071.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: eleanor.fraser.2002@anderson.ucla.edu +Subject: Re: ?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eleanor Fraser @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey freak: +So we finally had LA type weather here for the past two days. Highs in the +mid-70's. Beautiful. Life's just cruising along. Nothing new. I put a bid +in for a condo in a new mid-rise building going up in West U that they +accepted. If all goes as expected I'll move in next X-Mas. So are you +adjusting to the big city. Got yourself a big Hollywood actor boyfriend yet? +John " +"arnold-j/all_documents/354.","Message-ID: <10862387.1075857575093.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: RE: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +It's getting harder and harder to root, root, root for the home team. + + + + +Heather Robertson on 09/25/2000 06:09:01 PM +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +I KNOW!!! I was even in San Francisco ...!! How humiliating... +Apparently, you were not cheering hard enough. + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Monday, September 25, 2000 5:23 PM +To: hrobertson@hbk.com +Subject: RE: Young John? + + + +What'd you do to my Cowboys? + + + + +Heather Robertson on 09/01/2000 09:02:04 AM + +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +Just read it...great article! + +Have fun in Costa Rica... I hear it is amazing. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 4:10 PM +To: hrobertson@hbk.com +Subject: RE: Young John? + + + +The Fortune article is about grassroots change within a company. It is +written about the lady who started EOL, but I'm in it a little. Chief of +natural gas derivatives...I'm not really sure what that means. I run the +Nymex book now but not the floor..just the derivatives desk of five people. + +I'm actually going to Costa Rica tomorrow morn thru Monday. Never been +but heard it's beautiful. Next time you're in we'll go out. +J + + + + +Heather Robertson on 08/31/2000 01:20:05 PM + +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +What do you mean? I'm serious! + +So what Fortune article? I only saw you in Time... Pretty freaky to see +someone you know like that! What the heck is a ""chief"" of natural gas +derivatives?! Skilling's old job? + +Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my +friends were in the press lately (i.e. YOU, as well as all my HBS buddies), +so the guys on the trading floor thought this would be funny. The best +part +is that someone thought they were serious and started in on the +conversation!! I do investor relations for a hedge fund in Dallas, so +that's why they are talking about my IR/selling skills... but it's not +exactly your typical corporate IR position considering our investor base. + +I'm going to be in your neck of the woods tomorrow. I'm visiting friends +in +Houston on Friday & Saturday, then going to my sister's house in Bay City +on +Sat. night. No firm plans, just getting out of Dallas. Are you going to +be +around? + +I thought about you the night after I saw the article because I was in +Snuffers, drinking a strawberry daiquiri... =) do you remember why?? +I +think about that every time I go there.... + +Take care and make money! + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 11:48 AM +To: hrobertson@hbk.com +Subject: Re: Young John? + + + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but +I think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM + +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + + + + + + + + + + +" +"arnold-j/all_documents/355.","Message-ID: <28042494.1075857575115.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: sunil.dalal@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sunil Dalal +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks. This is exactly what I wanted. +John + + + + Enron North America Corp. + + From: Sunil Dalal @ ENRON 09/20/2000 04:05 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Frank Hayden/Corp/Enron@Enron +Subject: Re: + +John, the matrix that was sent to you includes YTD P&L for all the traders in +the matrix. Trader P&L contribution to desk P&L, however, was not backed out +on that particular matrix. That matrix effectively shows one trader's +correlation to all others. What is does not show is one trader's P&L to the +desk P&L. I have included a spreadsheet with each trader's P&L backed out of +AGG-GAS P&L to demonstrate their relationship. Please call Frank or myself +if you have questions. Thanks. + + + + + + + + From: Frank Hayden 09/19/2000 06:42 PM + + +To: Sunil Dalal/Corp/Enron@ENRON +cc: + +Subject: Re: + +questions and answers? +---------------------- Forwarded by Frank Hayden/Corp/Enron on 09/19/2000 +06:42 PM --------------------------- + + +John Arnold@ECT +09/19/2000 05:33 PM +To: Frank Hayden/Corp/Enron@ENRON +cc: + +Subject: Re: + +Thx for the spreadsheet. 2 questions : What time frame does this entail and +does the correlation between the trader and AGG GAS include that trader's +contribution to the floor's P&L. In other words, is my P&L correlated with +the floor or is it correlated to the rest of the floor absent me? + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 09/19/2000 02:41 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + + + + + + + + + + +" +"arnold-j/all_documents/356.","Message-ID: <4660236.1075857575137.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 12:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: ben.glisan@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ben F Glisan +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ben: +Jeff Shankman gave me your name. I have assumed Jeff's old responsibilities +as head of the natural gas derivatives trading group. Our broker, EDF MAN, +supplies us with $50 million of margin financing every night. They are +trying to clean up their books for end of quarter and/or year on Sep 30. +They have asked if we can post the $50 million overnight on the 30th. We did +this last year as well. Please advise, +John" +"arnold-j/all_documents/357.","Message-ID: <8555856.1075857575160.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 11:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mark: +You've called it right thus far. + +Let's plan to get a drink after work on the 19th. +Thanks, +John + + + + +""Mark Sagel"" on 09/26/2000 10:23:06 AM +To: ""John Arnold"" +cc: +Subject: natural update + + + +John: +? +I wish I had a lot to pass along, but not much has changed on my work.? All +the analysis is still very bullish and expecting higher levels.? I am +receiving hourly ""9"" type strength patterns, which means the up move must +consistently continue from here.? Any drop under today's lows is a negative +for natural.? On my daily work, natural will see a new type of strength +pattern today.? It is not a ""9"" type topping pattern, but one that normally +comes out along the way as price moves higher.? This would suggest a +potential short-term high over the next 2-3 days, but nothing of major +importance. +? +I have tentative plans to be in Houston on Thursday, October 19.? Are you +interested in meeting so that I may show in much greater detail what the +work is doing and how it can enhance your activity?? Let me know if that day +works for you.? Thanks, +? +Mark Sagel +Psytech Analytics +(410)308-0245 +msagel@home.com +? + +" +"arnold-j/all_documents/358.","Message-ID: <17533365.1075857575181.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 11:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: james_naughton@em.fcnbd.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: James_Naughton@em.fcnbd.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm sorry but I have plans for Thursday already. Maybe next time. +John + + + + +James_Naughton@em.fcnbd.com on 09/26/2000 01:45:42 PM +To: ""John Arnold"" +cc: +Subject: + + + + +John, +I have tentative plans to be in Houston on Thursday. If, as we +discussed yesterday, you have time to get out after work, I'd like to +get together. Please let me know if this works for you and I'll confirm +my plans to be there. +Thanks, +Jim Naughton + + + +" +"arnold-j/all_documents/359.","Message-ID: <8244656.1075857575203.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 11:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Screen shots +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hi: +The big money making floor? I don't think I like that. Too much +pressure...what happens if we screw up? + +I went to the website and clicked on the link but all I got was a mess of +characteres and symbols. Any ideas how I fix it? +John + + +From: Margaret Allen@ENRON on 09/26/2000 03:30 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Screen shots + +Hey John, + +Did you check out the new spots?!!! They are posted on the Intranet +(home.enron.com). Let me know what you think! Hope all is well down there +on the 'big money making' floor. + +Have a good one, Margaret + +" +"arnold-j/all_documents/36.","Message-ID: <19678044.1075849624884.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 09:10:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: 12/04 Conference Call with Universal for JPI +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +After the Universal-Enron conference call with Elyse Kalmans and Misha +Siegel, we discovered the following: + +The majority of the JPI is for-profit and therefore Community Relations +cannot be a sponsoring party. +Elyse recommended I contact Mark Palmer to discuss the sponsorship and the +value tied to EMS, Weather, Plastics & Credit. +Universal was hesitant to comment on dollar amounts for the sponsorship but +noted $250K would be the lowest amount for the JPI Virtual Institute. + +I wanted to consult your advice as to what tactics would be best at this +point. Is Mark Palmer definitely the correct contact? Would you prefer to +contact him on this front? + +Thanks. +Colleen" +"arnold-j/all_documents/360.","Message-ID: <21684516.1075857575224.JavaMail.evans@thyme> +Date: Tue, 26 Sep 2000 04:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Mario De La Ossa +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you please add this +---------------------- Forwarded by John Arnold/HOU/ECT on 09/26/2000 11:03 +AM --------------------------- + + Enron North America Corp. + + From: Molly Magee 09/25/2000 06:28 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Mario De La Ossa + +John: John Nowlan, Dave Botchlett, Jim Goughray and several others met with +Mario last week. They were all favorably impressed. Jeff Shankman had +asked to meet with him, and their appointment is scheduled for Thursday, +9/28, at 1:30 pm. Jeff had also asked that you spend some time with him so +that a decision could be made as to whether or not to make him an offer. +Would you have some time available on Thursday afternoon to see Mario? + +Thanks, +Molly +x34804 +" +"arnold-j/all_documents/361.","Message-ID: <16980407.1075857575247.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 10:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: RE: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +What'd you do to my Cowboys? + + + + +Heather Robertson on 09/01/2000 09:02:04 AM +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +Just read it...great article! + +Have fun in Costa Rica... I hear it is amazing. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 4:10 PM +To: hrobertson@hbk.com +Subject: RE: Young John? + + + +The Fortune article is about grassroots change within a company. It is +written about the lady who started EOL, but I'm in it a little. Chief of +natural gas derivatives...I'm not really sure what that means. I run the +Nymex book now but not the floor..just the derivatives desk of five people. + +I'm actually going to Costa Rica tomorrow morn thru Monday. Never been +but heard it's beautiful. Next time you're in we'll go out. +J + + + + +Heather Robertson on 08/31/2000 01:20:05 PM + +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +What do you mean? I'm serious! + +So what Fortune article? I only saw you in Time... Pretty freaky to see +someone you know like that! What the heck is a ""chief"" of natural gas +derivatives?! Skilling's old job? + +Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my +friends were in the press lately (i.e. YOU, as well as all my HBS buddies), +so the guys on the trading floor thought this would be funny. The best +part +is that someone thought they were serious and started in on the +conversation!! I do investor relations for a hedge fund in Dallas, so +that's why they are talking about my IR/selling skills... but it's not +exactly your typical corporate IR position considering our investor base. + +I'm going to be in your neck of the woods tomorrow. I'm visiting friends +in +Houston on Friday & Saturday, then going to my sister's house in Bay City +on +Sat. night. No firm plans, just getting out of Dallas. Are you going to +be +around? + +I thought about you the night after I saw the article because I was in +Snuffers, drinking a strawberry daiquiri... =) do you remember why?? +I +think about that every time I go there.... + +Take care and make money! + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 11:48 AM +To: hrobertson@hbk.com +Subject: Re: Young John? + + + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but +I think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM + +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + + + + + + + +" +"arnold-j/all_documents/362.","Message-ID: <9258260.1075857575268.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 10:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: eric.thode@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eric Thode +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Eric: +I passed the customer on to Jennifer Fraser and Fred Lagrasta. Please +coordinate with them. +Thanks, +John" +"arnold-j/all_documents/363.","Message-ID: <11677334.1075857575290.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: sept 29th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Steve: +Sorry for the delay. I was actually out of the office Thursday and +Friday...some Enron management training seminar bs. Count me as a probably +for dinner on Friday. I know JP well. +Darcy Carrol's number is 713-646-4930. +See you this wknd +John + + + + + +slafontaine@globalp.com on 09/21/2000 12:19:40 PM +To: slafontaine@globalp.com +cc: jarnold@enron.com +Subject: Re: sept 29th + + + +silverman cant even get an email address rite. trying this again + + + + +Steve LaFontaine +09/21/2000 11:19 AM + +To: jarnol1@enron.com, Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: sept 29th + +hi johnny, still waiting for you to return my call. know your tied up these +days +with the online stuff. shudda been in today cuz the site just went down. +anyway +two things: + +im coming in for the vitol party the 28th and going to go oout to dinner +friday +the 29th with john paul of cms and a cupla of other trader/friends. if you +dont +have plans would be great to have you join. let me know if youre interested. + +also, i have a good friend ex cargill that joined enron. he's in i think your +brazil office-biz development. was wondering if you cud help me get either his +phone number or an email address or both. would appreciate it. + +things going well for me in the new digs-making good money and enjoying +boston. +still pretty active in natgas. when i let you outta those feb/mar a month or +so +ago i told mark silverman that there were only two people i wud let out of a +trade. thats the truth. hope all is well and hope to talk to you soon.also +781-398-4332, cell 617-320-4332 + + + + + +" +"arnold-j/all_documents/364.","Message-ID: <1089052.1075857575312.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 09:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: FW: The today show!!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/25/2000 04:50 +PM --------------------------- + + +""Zerilli, Frank"" on 09/21/2000 02:46:05 PM +To: ""Christine Zerilli (E-mail)"" , ""David +D'alessandro (E-mail)"" , ""Eric Carlstrom +(E-mail)"" , ""Eric Carlstrom (E-mail 2)"" +, ""Jason D'alessandro (E-mail)"" , +""Jeannine & Rob Votruba (E-mail)"" , ""josh Faber +(E-mail)"" , ""Karen Brennan (E-mail)"" +, ""Lew G. Williams (E-mail)"" , +""Lew G. Williams (E-mail 2)"" , ""Mark Creem (E-mail)"" +, ""Mom & Dad Zerilli (E-mail)"" , ""Pat +Creem (E-mail)"" , ""Robert Votruba (E-mail)"" +, ""Sean Jacobs (E-mail)"" , +""Sharon C. Zerilli (E-mail)"" , ""Stacey & Dave Hoey +(E-mail)"" , ""'jarnold@enron.com'"" +cc: +Subject: FW: The today show!!!!! + + + + + +You should be able to view this with Windows Media Player. Keep your +eyes +peeled. + +Chris + + +> use care +> +> Uncut version of today show +> +> +> <> + + - flash4.asf +" +"arnold-j/all_documents/365.","Message-ID: <16543612.1075857575333.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 09:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: kori.loibl@enron.com +Subject: Re: Desk Dinner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kori Loibl +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +see you there + + + + Enron North America Corp. + + From: Kori Loibl 09/25/2000 03:19 PM + + +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Brian Hoskins/Enron +Communications@Enron Communications, Dutch Quigley/HOU/ECT@ECT, Errol +McLaughlin/Corp/Enron@ENRON, Sherry Dawson/NA/Enron@Enron, Laura +Vargas/Corp/Enron@ENRON +cc: +Subject: Desk Dinner + +I have made reservations for 8:00 Wednesday evening at Fogo de Chao. For +those of us who haven't been there, the address is 8250 Westheimer, between +Hillcroft and Fondren on the north side of the road. + +If you are not able to attend, please let me know. + +K. + +" +"arnold-j/all_documents/366.","Message-ID: <16472652.1075857575355.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 07:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Electricity and Natural Gas hedging +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/25/2000 02:18 +PM --------------------------- +To: John Arnold/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT +cc: Chris H Foster/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT +Subject: Re: Electricity and Natural Gas hedging + +I suggest that we initially cover this person out of the Portland office. +One of our middle marketers can easily get up to meet with this guy. +Depending on the magnitude and complexity o their power and gas needs are we +will then pull in the appropriate people. Phillip and John, let me know if +this works for you. + + + +Eric Thode@ENRON +09/22/2000 07:28 AM +To: John Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: Electricity and Natural Gas hedging + +John and Tim -- + +I believe this one is for both of you. Thanks. + +Eric + +---------------------- Forwarded by Eric Thode/Corp/Enron on 09/22/2000 09:29 +AM --------------------------- + + +Lisa.M.Feener@enron.com on 09/21/2000 11:31:32 AM +To: eric.thode@enron.com +cc: + +Subject: Electricity hedging + + + +---------------------- Forwarded by Lisa M Feener/ENRON_DEVELOPMENT on +09/21/2000 11:30 AM --------------------------- + + +""Holbrook, Doug"" on 09/21/2000 10:26:32 AM + +To: ""'lfeener@enron.com'"" +cc: +Subject: Electricity hedging + + +I work for the Airport Authority for Seattle-Tacoma International Airport +in +Seattle, Washington and I am responsible for Managing the Utilities. We are +interested in hedging our Electricity and Natural Gas supplies. Can I get +some information on Enron's services in this area? + +Douglas C. Holbrook +Manager, Business & Utilities Management +Port of Seattle +Seattle-Tacoma International Airport +PO Box 68727 +Seattle, WA. 98168 +Phone: 206-433-4600 +Fax: 206-988-5515 +holbrook.d@portseattle.org + + + + + + + + + +" +"arnold-j/all_documents/367.","Message-ID: <31811685.1075857575377.JavaMail.evans@thyme> +Date: Mon, 25 Sep 2000 00:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Electricity and Natural Gas hedging +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/25/2000 07:23 +AM --------------------------- + + +Eric Thode@ENRON +09/22/2000 09:28 AM +To: John Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT +cc: +Subject: Electricity and Natural Gas hedging + +John and Tim -- + +I believe this one is for both of you. Thanks. + +Eric + +---------------------- Forwarded by Eric Thode/Corp/Enron on 09/22/2000 09:29 +AM --------------------------- + + +Lisa.M.Feener@enron.com on 09/21/2000 11:31:32 AM +To: eric.thode@enron.com +cc: + +Subject: Electricity hedging + + + +---------------------- Forwarded by Lisa M Feener/ENRON_DEVELOPMENT on +09/21/2000 11:30 AM --------------------------- + + +""Holbrook, Doug"" on 09/21/2000 10:26:32 AM + +To: ""'lfeener@enron.com'"" +cc: +Subject: Electricity hedging + + +I work for the Airport Authority for Seattle-Tacoma International Airport +in +Seattle, Washington and I am responsible for Managing the Utilities. We are +interested in hedging our Electricity and Natural Gas supplies. Can I get +some information on Enron's services in this area? + +Douglas C. Holbrook +Manager, Business & Utilities Management +Port of Seattle +Seattle-Tacoma International Airport +PO Box 68727 +Seattle, WA. 98168 +Phone: 206-433-4600 +Fax: 206-988-5515 +holbrook.d@portseattle.org + + + + + + +" +"arnold-j/all_documents/368.","Message-ID: <2687100.1075857575399.JavaMail.evans@thyme> +Date: Wed, 20 Sep 2000 03:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com, jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato, Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +COO's: +Do either of you have an objection to using Cantor as an OTC broker?" +"arnold-j/all_documents/369.","Message-ID: <31384721.1075857575420.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 10:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: We need your feedback regarding the demonstrations you attended. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +You're not done yet big boy. +---------------------- Forwarded by John Arnold/HOU/ECT on 09/19/2000 05:34 +PM --------------------------- + + +Julie Pechersky +09/19/2000 02:31 PM +To: John Arnold/HOU/ECT@ECT, Brian Hoskins/HOU/ECT@ECT, John L +Nowlan/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT, David J +Vitrella/HOU/ECT@ECT, Selena Gonzalez/HOU/ECT@ECT, Madhur Dayal/HOU/ECT@ECT, +Reza Rezaeian/Corp/Enron@ENRON, Rogers Herndon/HOU/ECT@ect, Anna +Santucci/NA/Enron@Enron, David J Botchlett/HOU/ECT@ECT +cc: +Subject: We need your feedback regarding the demonstrations you attended. + +We really appreciate your attendance of the demonstrations of Reuters, Bridge +and Globalview software. Please take a minute +to fill out the attached feedback form so that we will know what you thought +of each application. Return the completed form to me. + + +Thanks again for you time! + +Julie +39225 + + + + +" +"arnold-j/all_documents/37.","Message-ID: <16412273.1075849624907.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 23:08:00 -0800 (PST) +From: craig.brown@enron.com +To: heidi.smith@enron.com +Subject: Re: Vulcan Signs +Cc: jeff.youngflesh@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jeff.youngflesh@enron.com, jennifer.medcalf@enron.com +X-From: Craig H Brown +X-To: Heidi Smith +X-cc: Jeff Youngflesh, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Heidi: + +Please outline the Vulcan contract for Jeff and Jennifer. They also have +development questions as to their market capability of metals. Please call +Lenard at Vulcan and see what is the type, grade and volumes they purchase. +We may be able to provide additional leverage to their purchases. + +Thanks, + +Craig +----- Forwarded by Craig H Brown/NA/Enron on 12/05/2000 07:03 AM ----- + + Jennifer Medcalf + 12/05/2000 12:00 AM + + To: Jeff Youngflesh/NA/Enron + cc: Colleen Koenig/NA/Enron@Enron, Craig H Brown/NA/Enron@Enron, Daniel +Coleman/NA/Enron@Enron, Sarah-Joy Hunter/NA/Enron@Enron + Subject: Re: Vulcan Signs + +Jeff, +Please investigate this company and see if there are additional Enron +products and services like metals that might be of interest. They are a +pretty small gas user but there might be greater prospects in other areas. +What is the value of the contract that we have entered with them? +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235" +"arnold-j/all_documents/370.","Message-ID: <7335577.1075857575442.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 10:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thx for the spreadsheet. 2 questions : What time frame does this entail and +does the correlation between the trader and AGG GAS include that trader's +contribution to the floor's P&L. In other words, is my P&L correlated with +the floor or is it correlated to the rest of the floor absent me? + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 09/19/2000 02:41 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + + +" +"arnold-j/all_documents/371.","Message-ID: <10073709.1075857575463.JavaMail.evans@thyme> +Date: Tue, 19 Sep 2000 05:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +Man is looking for money again to hold them over for yearend. Who do I need +to talk to? +john" +"arnold-j/all_documents/372.","Message-ID: <26723054.1075857575485.JavaMail.evans@thyme> +Date: Mon, 18 Sep 2000 10:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm in all day mtgs on Thursday and Friday. I'm free Wednesday afternoon + + + + +Sarah Wesner@ENRON +09/18/2000 08:31 AM +To: John Arnold/HOU/ECT@ECT +cc: Joseph Deffner/HOU/ECT@ECT +Subject: Re: Margin Lines project + +Let's do this on Tuesday at 4:00 at EB 2868. + + + +John Arnold@ECT +09/15/2000 07:16 AM +To: Sarah Wesner/Corp/Enron@ENRON +cc: + +Subject: Re: Margin Lines project + +yep...i'm always here + + + +Sarah Wesner@ENRON +09/14/2000 10:37 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines project + +John - I will be out of the office on 9/15 and also from 9/21-9/30. Are you +available during 9/18-9/20 as I want to go through the information before +October. Let's arrange something early next week. + +Sarah + + + + + + + +" +"arnold-j/all_documents/373.","Message-ID: <8296729.1075857575513.JavaMail.evans@thyme> +Date: Mon, 18 Sep 2000 08:52:00 -0700 (PDT) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Greg: +The guy from MG whom I spoke to about clearing was Alfred Pennisi, VP of +Operations. He's out of NY. He indicated his clearing costs were $3.10 +versus the $4.50-5.00 I'm paying now." +"arnold-j/all_documents/374.","Message-ID: <24472013.1075857575537.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 10:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +A couple things about the limit orders: + +1: When a customer opens up the limit order box, I think the time open +should default to 12 hours. We want the orders open as long as possible. +Now, it is more work to keep the order open for 12 hours than for 1 hour. +Traditionally, limit orders are a day order, good for the entire trading +session unless specified otherwise. + +2. Today Pete had 13,000/ day on his bid because he was hit for small size. +When I tried to place a limit order, the quantity had to be in 5,000 +increments of 13,000 (i.e. 3000, 8000, 18000...). I could not overwrite the +quantity to be 15,000. + +3. Everytime a limit order is placed, an error message occurs on the system +saying error trade, price not available. + +4. Is there a way to modify a limit order, such as changing the price, +without canceling it and resubmitting a new one? If not, this would be a +valuable feature. + +Thx, +John" +"arnold-j/all_documents/375.","Message-ID: <24452547.1075857575559.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 10:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jnathan@nacore.com +Subject: Re: Don't Forget +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jason Nathan"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please remove me from your mailing list + + + + +""Jason Nathan"" on 09/15/2000 09:47:12 AM +To: +cc: +Subject: Don't Forget + + +Tuesday, September 19, 2000 + +NACORE Houston Chapter Luncheon Meeting + +An excellent opportunity to learn +and network with your corporate real estate peers. + +Topic: THE DOWNTOWN ARENA + +Place: The Houston City Club + Nine Greenway Plaza + 1 City Club Drive, Houston, TX + +Cost: $25.00 (includes buffet luncheon) + +RSVP using the attached form +or call Tammy Mullins at 713-739-7373 x 115 + + + + - Notice91300.doc + +" +"arnold-j/all_documents/376.","Message-ID: <32832592.1075857575580.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 10:10:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I spoke to Alfred Pennisi from MG today. MG clears their own trades and +maybe some for other customers. He indicated that his cost for clearing is +$3.05 round turn. If this is accurate, we need to evaluate whether clearing +ourselves and issuing cp every night is less expensive than paying a higher +clearing rate and getting access to financing. This is a question I hope +your analysis of the true cost of clearing will answer. + +Also, fyi, over the past two days I have done two 6,000 lot EFP's with El +Paso under the same structure I explained to you previously whereby long +futures are transferred from his account to mine to lower initial margin +costs. " +"arnold-j/all_documents/377.","Message-ID: <14754729.1075857575601.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 03:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +if you have a minute sometime today, please stop by. +john" +"arnold-j/all_documents/378.","Message-ID: <15489493.1075857575623.JavaMail.evans@thyme> +Date: Fri, 15 Sep 2000 00:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines project +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yep...i'm always here + + + + +Sarah Wesner@ENRON +09/14/2000 10:37 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines project + +John - I will be out of the office on 9/15 and also from 9/21-9/30. Are you +available during 9/18-9/20 as I want to go through the information before +October. Let's arrange something early next week. + +Sarah + +" +"arnold-j/all_documents/379.","Message-ID: <16630243.1075857575645.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: efraser@anderson.ucla.edu +Subject: Re: ?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eleanor Fraser @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm actually trying to go through all my email from the week. What a pain in +the ass. As soon as I finish one, another appears in my inbox. So how's +life at ucla? + + + + +Eleanor Fraser on 09/14/2000 06:07:11 PM +To: John.Arnold@enron.com +cc: +Subject: Re: ?? + + +I think Yelena put a hit out on me all the way from Chicago +for sending those pictures! I had no idea they would open +right away--they were supposed to be attachments. Oops. I +thought they were quite cute. + +How are ya? And what are you doing at work--I thought you +gas guys all left at 3! +:-) elf + +On Thu, 14 Sep 2000 John.Arnold@enron.com wrote: + +> +> why would i be??? +> +> +> +> +> Eleanor Fraser on 09/14/2000 06:02:57 PM +> +> To: john.arnold@enron.com +> cc: +> Subject: ?? +> +> +> So--are you really pissed at me? +> +> :-) eleanor +> +> +> +> +> +> + + +" +"arnold-j/all_documents/38.","Message-ID: <23649802.1075849624930.JavaMail.evans@thyme> +Date: Tue, 5 Dec 2000 00:18:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: craig.brown@enron.com +Subject: Re: Vulcan Signs +Cc: heidi.smith@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: heidi.smith@enron.com, jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Craig H Brown +X-cc: Heidi Smith, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Craig, + +It will be interesting to see what volumes of metal they +purchase/use...especially steel, given my meeting results from yesterday's +meeting w/Tim Battaglia and Art Bieser of Enron Industrial Markets (Steel +Industry origination). Heidi, thank you for helping us out! + +I look forward to working with your team on this. + +Thank you, + +Jeff + + + + Craig Brown + Sent by: Craig H Brown + 12/05/2000 07:08 AM + + To: Heidi Smith/NA/Enron@Enron + cc: Jeff Youngflesh/NA/Enron@ENRON, Jennifer Medcalf/NA/Enron@Enron + Subject: Re: Vulcan Signs + +Heidi: + +Please outline the Vulcan contract for Jeff and Jennifer. They also have +development questions as to their market capability of metals. Please call +Lenard at Vulcan and see what is the type, grade and volumes they purchase. +We may be able to provide additional leverage to their purchases. + +Thanks, + +Craig +----- Forwarded by Craig H Brown/NA/Enron on 12/05/2000 07:03 AM ----- + + Jennifer Medcalf + 12/05/2000 12:00 AM + + To: Jeff Youngflesh/NA/Enron + cc: Colleen Koenig/NA/Enron@Enron, Craig H Brown/NA/Enron@Enron, Daniel +Coleman/NA/Enron@Enron, Sarah-Joy Hunter/NA/Enron@Enron + Subject: Re: Vulcan Signs + +Jeff, +Please investigate this company and see if there are additional Enron +products and services like metals that might be of interest. They are a +pretty small gas user but there might be greater prospects in other areas. +What is the value of the contract that we have entered with them? +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + +" +"arnold-j/all_documents/380.","Message-ID: <29633254.1075857575667.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: louise.kitchen@enron.com +Subject: Re: .exe file - infomercial +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Louise Kitchen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Agree completely. In that context, it looks good. + + + + +Louise Kitchen +09/14/2000 06:20 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: .exe file - infomercial + +It was something for the web-site but we are thinking its a bit arrogant for +our counterparts so probably just use it internally or trade shows. + + + +John Arnold +14/09/2000 16:24 +To: Louise Kitchen/HOU/ECT@ECT +cc: + +Subject: Re: .exe file - infomercial + +Who's the target audience and how is it being distributed? + + + +Louise Kitchen +09/14/2000 11:50 AM +To: Hunter S Shively/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, John +Arnold/HOU/ECT@ECT +cc: Andy Zipper/Corp/Enron@Enron, gwhalle@enron.com +Subject: .exe file - infomercial + +Just wondering what you think of this? + + + + + + + + + + +" +"arnold-j/all_documents/381.","Message-ID: <31228081.1075857575688.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: follow up request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + + + + From: Gary Taylor 09/14/2000 06:12 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: follow up request + +John, + +I know this gets nit-picky - but we're about to close. + +regards, +Gary +x31511 + + + +" +"arnold-j/all_documents/382.","Message-ID: <25496415.1075857575711.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: scrumbling@houstonballet.org +Subject: Re: Volunteer Tutor Program +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Crumbling, Sharon"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I will not be able to attend the meeting but do have interest in being a +tutor in any math subjects. Please advise, +John + + + + +""Crumbling, Sharon"" on 09/14/2000 03:44:35 PM +To: ""'John.Arnold@enron.com'"" +cc: ""'David.P.Dupre@enron.com'"" , +""'Cheryl.Aruijo@enron.com'"" , ""'amiles@enron.com'"" +, ""'Molly.Hellerman@enron.com'"" +, ""'jtrask@azurix.com'"" , +""'Jennifer.Baker@enron.com'"" , +""'Cheryl.Collins@enron.com'"" , +""'Eduardo.Bonitos@enron.com'"" , +""'Elizabeth.Lauterbach@enron.com'"" , +""'Chris.Herron@enron.com'"" , +""'Randall.Hicks@enron.com'"" , +""'Andrew.Willis@enron.com'"" , +""'Susan.Scott@enron.com'"" , ""Power, Shelly"" + +Subject: Volunteer Tutor Program + + +Dear all interested volunteer tutors, + +There will be an informational meeting on Tuesday September 19th at +5:30pm. This will be a brief meeting to discuss the tutor program and to +match tutors with students in subject areas. The meeting will be here at +the Houston Ballet Academy in the large conference room. + +So far we have students who will need tutors in the subjects of: +art, sociology, spanish, geometry, english, earth science, history +(government and world history), women's literature, and algebra II. + +Please let me know if you will be able to attend the meeting, as well as +what subject area that you would like to tutor in. If you will not be +able to attend the meeting, but are still interested in being a tutor +please let me know as soon as possible. + +The Houston Ballet is located at 1921 W. Bell. The Houston Ballet +Academy faces W. Grey and is inbetween Waugh and Shepherd (next to +Kroger). If you need specific directions please call 713.523.6300. You +may reach me at 713.535.3205 or email me at: +SCrumbling@houstonballet.org If you have any questions please do not +hesitate to contact me. + +Thank you for your interest and I look forward to meeting you. + +Sharon Crumbling +Student Counselor +Houston Ballet Academy + + +" +"arnold-j/all_documents/383.","Message-ID: <28166221.1075857575733.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: kristin.gandy@enron.com +Subject: Re: Vanderbilt Presentation and Golf Tournament +Cc: ina.rangel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ina.rangel@enron.com +X-From: John Arnold +X-To: Kristin Gandy +X-cc: Ina Rangel +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I would like to participate in the Enron presentation at Vandy. +John + + + + +Kristin Gandy@ENRON +09/11/2000 09:30 AM +To: Mark Koenig/Corp/Enron@ENRON, Kevin Garland/Enron Communications@Enron +Communications, Jonathan Davis/HOU/ECT@ECT, Jian +Miao/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ed Wood/HOU/ECT@ECT, Jun Wang/Enron +Communications@Enron Communications, Miguel Vasquez/HOU/ECT@ECT, Lee +Jackson/HOU/ECT@ECT, Amber Hamby/Corp/Enron@Enron, Jay Hawthorn/Enron +Communications@Enron Communications, Joe Gordon/Corp/Enron@Enron, Susan +Edison/Enron Communications@Enron Communications, Vikas +Dwivedi/NA/Enron@Enron, Mark Courtney/HOU/ECT@ECT, Monica Rodriguez/Enron +Communications@enron communications +cc: Seung-Taek Oh/NA/Enron@ENRON, John Arnold/HOU/ECT@ECT, Andy +Zipper/Corp/Enron@Enron, George McClellan/HOU/ECT@ECT, David +Oxley/HOU/ECT@ECT +Subject: Vanderbilt Presentation and Golf Tournament + +Hello Vandy Recruiting Team, + +Well it is almost time for the corporate presentation on campus (September +26th at 5:30pm) and the MBA golf tournament (September 30th at 12pm). I need +to know as soon as possible the members who are available to participate in +either of these events. We only need two participants for the golf +tournament but we will need at least 6 to 8 members for the presentation. +Reserve your spot now before its too late! + +Thank you and if you have any questions feel free to contact me at x 53214. + +Kristin Gandy +Associate Recruiter + + +" +"arnold-j/all_documents/384.","Message-ID: <3751487.1075857575754.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 11:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: efraser@anderson.ucla.edu +Subject: Re: ?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eleanor Fraser @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +why would i be??? + + + + +Eleanor Fraser on 09/14/2000 06:02:57 PM +To: john.arnold@enron.com +cc: +Subject: ?? + + +So--are you really pissed at me? + +:-) eleanor + + +" +"arnold-j/all_documents/385.","Message-ID: <2465886.1075857575776.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 10:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Tony Harris +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Come talk to me sometime after 4:00 + + + + + + From: Jennifer Fraser 09/11/2000 07:15 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Tony Harris + +JA; +Six months ago we spoke about Tony moving to a commercial role. He followed +your advice and has gained some experience in structuring. He approached me +about joining the middle marketing group. I think he would an asset. I think +we would bring him as an associate with the hope that he would move up to +manager in 6 months. + +Please let me know your thoughts. I would like to use you as a reference with +Fred and Craig. +Thanks +JF + +" +"arnold-j/all_documents/386.","Message-ID: <4422763.1075857575797.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 10:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: gary.taylor@enron.com +Subject: Re: quotes for gas hedge for SMUD +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i filled in the spreadsheet + + + + + + From: Gary Taylor 09/14/2000 05:24 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: quotes for gas hedge for SMUD + +John, + +Please keep in mind that the option we are looking for is the average of the +daily Gas Daily Henry Hub settles from 2/1 - 8/31. + +If you have any questions, please call me at x31511. + +Regards, +Gary + + + + + +" +"arnold-j/all_documents/387.","Message-ID: <10326126.1075857575819.JavaMail.evans@thyme> +Date: Thu, 14 Sep 2000 09:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: louise.kitchen@enron.com +Subject: Re: .exe file - infomercial +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Louise Kitchen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Who's the target audience and how is it being distributed? + + + + +Louise Kitchen +09/14/2000 11:50 AM +To: Hunter S Shively/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, John +Arnold/HOU/ECT@ECT +cc: Andy Zipper/Corp/Enron@Enron, gwhalle@enron.com +Subject: .exe file - infomercial + +Just wondering what you think of this? + + + + +" +"arnold-j/all_documents/388.","Message-ID: <7693477.1075857575840.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 08:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Margin Lines +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about 4:00? + + + + +Sarah Wesner@ENRON +09/12/2000 06:00 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Margin Lines + +John - we could be ready by Thursday. What time does your market close (what +is the earliest in the afternoon you can meet?) + +" +"arnold-j/all_documents/389.","Message-ID: <19058047.1075857575864.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 07:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Sales Practices and Anti-Manipulation Training +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can yuo set me up for the 4:00 mtg +---------------------- Forwarded by John Arnold/HOU/ECT on 09/13/2000 02:58 +PM --------------------------- + + +Mark Frevert@ENRON +09/08/2000 10:09 AM +Sent by: Nicki Daw@ENRON +To: Alonzo Williams/HOU/ECT@ECT, Andrea Ring/HOU/ECT@ECT, Andrew H +Lewis/HOU/ECT@ECT, Andrew R Conner/HOU/ECT@ECT, Ashton +Soniat/Corp/Enron@ENRON, Bhavna Pandya/HOU/ECT@ECT, Bill +Berkeland/Corp/Enron@Enron, Bill Rust/HOU/ECT@ECT, Bob Crane/HOU/ECT@ECT, +Brad McKay/HOU/ECT@ECT, Brian O'Rourke/HOU/ECT@ECT, Bruce +Hebert/GCO/Enron@ENRON, Caroline Abramo/Corp/Enron@Enron, Chad +Starnes/Corp/Enron@Enron, Charles H Otto/HOU/ECT@ECT, Charlie +Jewell/HOU/ECT@ECT, Chris Gaskill/Corp/Enron@Enron, Chris +Germany/HOU/ECT@ECT, Chris Lenartowicz/Corp/Enron@ENRON, Clint +Dean/Corp/Enron@Enron, Colleen Sullivan/HOU/ECT@ECT, Corry +Bentley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Cyril Price/HOU/ECT@ECT, Dan +Junek/HOU/ECT@ECT, Daniel Diamond/HOU/ECT@ECT, Daniel Reck/HOU/ECT@ECT, +Darren Delage/HOU/ECT@ECT, David J Vitrella/HOU/ECT@ECT, David +Ryan/Corp/Enron@ENRON, David Zaccour/HOU/ECT@ECT, Dean Laurent/HOU/ECT@ECT, +Diana Allen/Corp/Enron@ENRON, Dick Jenkins/HOU/ECT@ECT, Don +Baughman/HOU/ECT@ECT, Douglas Miller/ECF/Enron@ENRON, ITH/ENRON@Gateway, Ed +Smith/HOU/ECT@ECT, Edward D Baughman/HOU/ECT@ECT, Elsa +Piekielniak/Corp/Enron@Enron, Eric Saibi/Corp/Enron@ENRON, Erik +Serio/Corp/Enron@Enron, Fletcher J Sturm/HOU/ECT@ECT, Frank +Ermis/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, +Geoff Storey/HOU/ECT@ECT, George Hopley/HOU/ECT@ect, George +McClellan/HOU/ECT@ECT, George N Gilbert/HOU/ECT@ECT, George +Wood/Corp/Enron@Enron, Gerald Gilbert/HOU/ECT@ECT, Greg +Trefz/Corp/Enron@ENRON, Greg Whalley/HOU/ECT@ECT, Greg Woulfe/HOU/ECT@ECT, +Gretchen Lotz/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, James E +Terrell/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Janel +Guerrero/Corp/Enron@Enron, Janelle Scheuer/HOU/ECT@ECT, Jared +Kaiser/HOU/ECT@ECT, Jason Choate/Corp/Enron@ENRON, Jason +Crawford/Corp/Enron@Enron, Jay Reitmeyer/HOU/ECT@ECT, Jay +Wills/Corp/Enron@ENRON, Jeff King/Corp/Enron@Enron, Jeff +Kinneman/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Jennifer +Fraser/HOU/ECT@ECT, Jennifer Shipos/HOU/ECT@ECT, Jim Homco/HOU/ECT@ECT, Joe +Errigo/Corp/Enron@Enron, Corp/Enron@Enron, Joe Parks/Corp/Enron@ENRON, Joe +Stepenovitch/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, John +Berger/HOU/ECT@ECT, John Craig Taylor/HOU/ECT@ECT, John D Suarez/HOU/ECT@ECT, +John Grass/Corp/Enron@ENRON, John Greene/HOU/ECT@ECT, John +Kinser/HOU/ECT@ECT, John Llodra/Corp/Enron@ENRON, John M +Singer/Corp/Enron@ENRON, John Zufferli/HOU/ECT@ECT, John Zurita/HOU/EES@EES, +Juan Hernandez/Corp/Enron@ENRON, Judy Townsend/HOU/ECT@ECT, Kate +Fraser/HOU/ECT@ECT, Kayne Coulter/HOU/ECT@ECT, Keith +Comeaux/Corp/Enron@Enron, Keith Holst/HOU/ECT@ect, Keller +Mayeaux/Corp/Enron@Enron, Kelli Stevens/HOU/ECT@ECT, Kevin +Cline/Corp/Enron@Enron, Kevin M Presto/HOU/ECT@ECT, Kevin +McGowan/Corp/Enron@ENRON, Kyle Schultz/HOU/ECT@ECT, Larry +Jester/Corp/Enron@ENRON, Larry May/Corp/Enron@Enron, Larry +Valderrama/HOU/ECT@ECT, Laura Podurgiel/HOU/ECT@ECT, Lawrence +Clayton/Corp/Enron@Enron, Lisa Burnett/Corp/Enron@Enron, Lisa +Lees/HOU/ECT@ECT, Lloyd Will/HOU/ECT@ECT, Lucy Ortiz/HOU/ECT@ECT, Madhup +Kumar/Corp/Enron@ENRON, l/HOU/ECT@ECT, Marc Bir/Corp/Enron@ENRON, Maria +Valdes/Corp/Enron@Enron, Mark Anthony Rodriguez/HOU/ECT@ECT, Mark Dana +Davis/HOU/ECT@ECT, Mark Smith/Corp/Enron@Enron, Mark Symms/Corp/Enron@ENRON, +Martin Cuilla/HOU/ECT@ECT, Matt Lorenz/HOU/ECT@ECT, Matthew +Arnold/HOU/ECT@ECT, Matthew Goering/HOU/ECT@ECT, Maureen Smith/HOU/ECT@ECT, +Michael W Bradley/HOU/ECT@ECT, Michelle D Cisneros/HOU/ECT@ECT, Mike +Carson/Corp/Enron@Enron, Mike Curry/HOU/ECT@ECT, Mike +Fowler/Corp/Enron@ENRON, Mike Grigsby/HOU/ECT@ECT, Mike +Maggi/Corp/Enron@Enron, Mitch Robinson/Corp/Enron@Enron, Nelson +Ferries/Corp/Enron@ENRON, Patrice L Mims/HOU/ECT@ECT, Patrick +Hanse/HOU/ECT@ECT, Paul Pizzolato/HOU/ECT@ECT, Per Sekse/NY/ECT@ECT, Peter F +Keavey/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Pushkar Shahi/HOU/ECT@ECT, +Randall L Gay/HOU/ECT@ECT, Richard Hrabal/HOU/ECT@ect, Robert +Benson/Corp/Enron@ENRON, Robin Barbe/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, +Ronald Acevedo/LON/ECT@ECT, Sandra F Brawner/HOU/ECT@ECT, Scott +Goodell/Corp/Enron@ENRON, Scot, t Hendrickson/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Steve Olinde/Corp/Enron@Enron, Steven Kleege/HOU/ECT@ECT, +Steven P South/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, Susan +Wood/HOU/ECT@ECT, Sylvia S Pollan/HOU/ECT@ECT, Sylvia S Pollan/HOU/ECT@ECT, +Tammi DePaolis/Corp/Enron@ENRON, Terri Clynes/HOU/ECT@ECT, Theresa +Branney/HOU/ECT@ECT, Todd DeCook/Corp/Enron@Enron, Tom Donohoe/HOU/ECT@ECT, +Tom Dutta/HOU/ECT@ECT, Tom May/Corp/Enron@Enron, Tom Mcquade/HOU/ECT@ECT, +Tori Kuykendall/HOU/ECT@ECT, Troy Black/Corp/Enron@ENRON, Wayne +Herndon/Corp/Enron@ENRON, William Patrick Lewis/HOU/ECT@ECT, William +Stuart/HOU/ECT@ECT +cc: Janette Elbertson/HOU/ECT@ECT, Taffy Milligan/HOU/ECT@ECT +Subject: Sales Practices and Anti-Manipulation Training + +Sales Practices and Anti-Manipulation Training has been scheduled for +Thursday, September 14, 2000 and Friday, September 15, 2000. Attendance at +this training is mandatory. The sessions will run about 2 hours. Since each +session can only accommodate 50 people, please call Taffy Milligan at (713) +345-7373 to reserve a seat. + + Session 1 Thursday, Sept. 14 2:00 p.m. + Session 2 Thursday, Sept. 14 4:00 p.m. + Session 3 Friday, Sept. 15 9:00 a.m. + Session 4 Friday, Sept. 15 2:00 p.m. + +Location details will be forwarded upon registration. + +If you have any questions, please contact Mark Taylor at (713) 853-7459. + +Mark Frevert / Mark Haedicke" +"arnold-j/all_documents/39.","Message-ID: <29991115.1075849624955.JavaMail.evans@thyme> +Date: Tue, 5 Dec 2000 09:15:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: rebende@earthlink.net, jimgriffeth@compuserve.com, + kevinfinnan@compuserve.com +Subject: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes +Cc: anthony.gilmore@enron.com, roy.hartstein@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: anthony.gilmore@enron.com, roy.hartstein@enron.com, + jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Bender Rob , JimGriffeth@compuserve.com, KevinFinnan@compuserve.com +X-cc: Anthony Gilmore, Roy Hartstein, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Meeting Minutes: Bristol Babcock, Pagosa Energy/Well Master, EBS, and GSS +Meeting Purpose: Business overview, solutions identification/brainstorming +Date: 12/1/00 + +Enron + +EBS Attendee: +Anthony Gilmore +Global Strategic Sourcing Attendee: +Jeff Youngflesh + +Bristol Babcock +Kevin Finnan +Jim Griffeth + +Pagosa Energy/Well Master +Rob Bender + + +DISCUSSION POINTS: + +1) Bristol and Well Master feel that there is significant opportunity, with +placement of enough BBI TeleFlow devices (integrated flow computer, +corrector, recorder and controller/RTU) in North America that the data +transmission needs would generate enough bandwidth demand that it would be of +interest to EBS to provide some of its solutions to Bristol & Pagosa Energy +""unified solutions"" (quotes are mine - JKY) for the gas industry. NOTE: +this could take a longer term to reach the necessary ""critical status"", due +to the need for a very large hardware install base since each TeleFlow +generates only about 11 - 12,000 bytes of data per day in its report bursts. +1a) In this scenario, the EBS opportunity would be primarily driven by sales +of product solutions by BBI and Pagosa, which would include EBS network +capacity. (a ""sell-through"" effect for EBS) + +2) There could also be enough demand for bandwidth- or related EBS solutions +to Bristol by including Bristol's own internal I/T bandwidth consumption that +a near-term solutions engagement would be desirable. NOTE: this could +accelerate to the necessary ""critical status"", bringing to EBS more solutions +demand due to the addition of ""sell-to"". The ""sell-through"" effect would be +present with Bristol/Pagosa selling solutions which use EBS' solutions (a +sales ""channel""), as well as EBS ""sell-to"" BBI & Pagosa for their own +internal consumption of bandwidth. +____________________________________________________________________ + + +ACTION ITEMS: +1) Bristol will provide Anthony (Tony) Gilmore of Enron Broadband Services +the necessary contact information for the appropriate people in FKI's +(Bristol's parent co.) Info/Technology area. + +2) Enron GSS contacts (J Youngflesh) will attempt to ascertain if there would +be value to Enron (GPG?) and/or its customers if they had the ability to +execute nomination control all the way to the ground (upstream of gas +well-head). + +3) EBS (Tony Gilmore) will begin working on the I/T discovery process, +attempting to aggregate total Bandwidth demand: (usage patterns/volume/etc.) +at Bristol and/or Pagosa. +3a) Per Rob Bender, Tony Gilmore should be contacting Al Freimeyer (sp?) at +Pagosa to understand the volum of data from their daily batches from +well-to-vendor. Rob provided Tony Al's telephone number on 12/1. + +4) Enron GSS to contact Ron Smith - waterSCADA.com - to investigate parallel +opportunity (gas / water analog). + +5) EBS and BBI/Pagosa will begin (internal efforts) to figure out ways of +getting the TeleFlow CDPD data onto the EBS ""Enron Intelligent Network"" + +Next Meeting: TBD + +Please let me know if I've missed anything. + + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + + + Bender Rob + 12/05/2000 08:50 AM + + To: jeff.youngflesh@enron.com + cc: Anthony_Gilmore@enron.net + Subject: Meeting 12-1-00 + +Dear Jeff: + +It was a pleasure meeting with you last Friday with Jim Griffith and +Kevin Finnan of Bristol Babcock. Perhaps by now you have had an +opportunity to review the http://wells.pagosaenergy.com web site and +look at aspects of the ""demo"" section. This is a very dynamic program +with changes, upgrades, and customization taking place all the time to +meet the individual needs of our customers. + +There may well be a good fit here as we are seeking ever faster means of +communication and will be requiring a substantial infrastructure not +only for communications but for data base hosting as well. While yet in +its infancy we have received very positive feedback and interest from +numerous oil and gas companies in the industry. An alliance with Enron +to help us on the road to becoming the ""Microsoft"" of oil and gas well +automation would be a very alluring prospect. I would like to keep a +dialog going between us to scope out areas of mutual benefit for our two +companies where such an alliance would make sense. + +I hope to hear from you soon. + +Sincerely, +Rob Bender, +President - PagosaEnergy.com +rob@pagosaenergy.com + + + + +" +"arnold-j/all_documents/390.","Message-ID: <31552617.1075857575885.JavaMail.evans@thyme> +Date: Wed, 13 Sep 2000 07:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: confirm +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/13/2000 02:56 +PM --------------------------- + + +David P Dupre +09/13/2000 02:41 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: confirm + +I've got you at 5pm in their calendar for Thursday Sep 14. + +Al Pennisi and Craig Young from MG NY + +David 3-3528 Steno 275 +" +"arnold-j/all_documents/391.","Message-ID: <10595827.1075857575907.JavaMail.evans@thyme> +Date: Mon, 11 Sep 2000 08:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: dmb +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you're right....they're full + + + + + Matthew Arnold + + 09/11/2000 02:26:50 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: dmb + +tuesday night? + +" +"arnold-j/all_documents/392.","Message-ID: <10702514.1075857575929.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take care of this +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:25 +PM --------------------------- + + Enron North America Corp. + + From: Steven Vu 08/29/2000 02:11 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Stephanie Sever/HOU/ECT@ECT +Subject: + +John: + + +Hate to bother you about this again, since you have done it once already. +Please approve me (via Stephanie Sever) to trade Nymex contracts through EOL +on behalf of the Weather Derivatives book. + +Thanks + + +Steven + +" +"arnold-j/all_documents/393.","Message-ID: <25397886.1075857575951.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: coopers@epenergy.com +Subject: Re: PAB Deleted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Cooper, Sean"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm here... + + + + +""Cooper, Sean"" on 08/29/2000 01:27:32 PM +To: +cc: +Subject: PAB Deleted + + +My PAB file, or for the non technical among you, my Outlook Personal Address +Book was accidently deleted this week in an upgrade to Windows 2000 NT. +I have restored an old one, but it is several months, if not a whole year +out of date. +This is the first message to confirm the current address I have for you is +still active. +Please reply confirming you recieved it. +A second message will follow to try and replace some of the address's I know +I have lost. +Thanks for your help +Sean. + + + +****************************************************************** +This email and any files transmitted with it from El Paso +Energy Corporation are confidential and intended solely +for the use of the individual or entity to whom they are +addressed. If you have received this email in error +please notify the sender. +****************************************************************** + +" +"arnold-j/all_documents/394.","Message-ID: <16357010.1075857575972.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: celeste.roberts@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Celeste Roberts +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please schedule me for 10/10 from 3:00-5:00. + + + + +Celeste Roberts +08/29/2000 06:21 PM +To: Celeste Roberts/HOU/ECT@ECT +cc: (bcc: John Arnold/HOU/ECT) +Subject: + +URGENT + +The Associate and Analyst Recruiting Department will be conducting a number +of two hour workshops to review our recruiting and interview process for the +fall on-campus recruiting effort. Critical information regarding our +on-campus interview process, revised evaluation forms and program structure +will be reviewed during these two hours sessions. + +It is mandatory that all team members attend these workshops. All team +members must attend in order to articulate and demonstrate the Enron +recruiting process. Knowing how busy schedules are, we have made +arrangements to present these workshops in two hours sessions for a total of +40 workshops that will run during the last week of August, through the month +of September and end at mid October. + +Listed below are the dates, location and times for each session. Please +select a date and time and e-mail this information to my assistant, Dolores +Muzzy. We can accommodate 25 participants at a time. Dolores will take +dates and times on a first come, first serve basis. We have scheduled enough +sessions to accommodate every member of both the Associate and Analyst +recruiting teams. + +In order to participate in the recruiting process, you must attend one of +these sessions. We will be tracking participation. CPE credits will also be +given for attending this workshop. + + + +" +"arnold-j/all_documents/395.","Message-ID: <815013.1075857575995.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: concord Crash +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:15 +PM --------------------------- + + +""Zerilli, Frank"" on 09/06/2000 06:46:47 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: concord Crash + + + + + concord + + - concord.jpg +" +"arnold-j/all_documents/396.","Message-ID: <7721018.1075857576017.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +all you big boy... +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:14 +PM --------------------------- + + + Invitation +Chairperson: Julie Pechersky + +Start: 09/12/2000 04:30 PM +End: 09/12/2000 05:30 PM + +Description: 3-DAY MEETING TO EVALUATE MARKET DATA FRONT END APPLICATION + + + +This meeting repeats starting on (if the date occurs on a weekend the +meeting ). +Meeting Dates: + + + +John Arnold/HOU/ECT +Hunter S Shively/HOU/ECT +Phillip K Allen/HOU/ECT +Thomas A Martin/HOU/ECT +Scott Neal/HOU/ECT +John Sieckman/Corp/Enron + +Detailed description: +Please plan to attend a one hour demonstration of Globalview's product on +Tuesday,September 12, Reuter's product + on Wednesday, September 13, and Bridge's product on Thursday, September 14. +Your participation in this project is + essential in choosing the application that you and others on your floor will +utilize in the future. Each day, your group's demo will + take place from 4:30-5:30. I will send a reminder email with the location. +If for some reason there is a day that you +can not attend, please work to find someone else to come in your place. + Please contact me with any questions at x-39225 + + + +" +"arnold-j/all_documents/397.","Message-ID: <12174172.1075857576039.JavaMail.evans@thyme> +Date: Thu, 7 Sep 2000 10:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take care of +---------------------- Forwarded by John Arnold/HOU/ECT on 09/07/2000 05:13 +PM --------------------------- + + +Enron-admin@FSDDataSvc.com on 09/07/2000 11:51:29 AM +To: John.Arnold@enron.com +cc: +Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey + + +Executive Impact & Influence Program +* IMMEDIATE ACTION REQUIRED - Do Not Delete * + +As part of the Executive Impact and Influence Program, each participant +is asked to gather input on the participant's own management styles and +practices as experienced by their immediate manager, each direct report, +and up to eight peers/colleagues. + +You have been requested to provide feedback for a participant attending +the next program. Your input (i.e., a Self assessment, Manager assessment, +Direct Report assessment, or Peer/Colleague assessment) will be combined +with the input of others and used by the program participant to develop an +action plan to improve his/her management styles and practices. + +It is important that you complete this assessment +NO LATER THAN CLOSE OF BUSINESS Thursday, September 14. + +Since the feedback is such an important part of the program, the participant +will be asked to cancel his/her attendance if not enough feedback is +received. Therefore, your feedback is critical. + +To complete your assessment, please click on the following link or simply +open your internet browser and go to: + +http://www.fsddatasvc.com/enron + +Your unique ID for each participant you have been asked to rate is: + +Unique ID - Participant +EMP74A - Phillip Allen + +If you experience technical problems, please call Dennis Ward at +FSD Data Services, 713-942-8436. If you have any questions about this +process, +you may contact Debbie Nowak at Enron, 713-853-3304, or Christi Smith at +Keilty, Goldsmith & Company, 858-450-2554. + +Thank you for your participation. +" +"arnold-j/all_documents/398.","Message-ID: <29951964.1075857576061.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 11:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: craig.breslau@enron.com +Subject: concord Crash +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Craig Breslau +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 09/06/2000 06:59 +PM --------------------------- + + +""Zerilli, Frank"" on 09/06/2000 06:46:47 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: concord Crash + + + + + concord + + - concord.jpg +" +"arnold-j/all_documents/399.","Message-ID: <19070318.1075857576082.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 10:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: Happy Hour +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Next Wednesday.... + + + + +Jennifer Shipos +09/06/2000 05:07 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Happy Hour + +Should we have a kick-off happy hour next week? Sandra told me to start +working on it. + +" +"arnold-j/all_documents/4.","Message-ID: <30595405.1075849624055.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 09:45:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.stewart@enron.com +Subject: FedEx Strategic Sourcing & Supply Contacts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer: + +I am planning a trip with Carmen to Memphis to meet these FedEx +representatives and build the cross sell. + +SJ +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 11/27/2000 +05:44 PM --------------------------- + + +Carmen Perez on 11/27/2000 05:24:40 PM +To: shunter2@enron.com, john.will@enron.com +cc: clint.beard@fedex.com, carmen.perez@fedex.com + +Subject: FedEx Strategic Sourcing & Supply Contacts + +Good afternoon! I hope everyone had an excellent holiday. Now, it is +time to prepare for the next. Oh, boy, I am glad that stairmaster is +still working! + +As follow-up to our 11-11-00 conference call, Clint Beard provided an +update to Ms. Hunter via telephone today. The update referenced the +lawsuit avoidance between FedEx and a division of Enron. Per Ms. +Hunter, she feels satisfied with what information FedEx provided. A +follow-up conference call is scheduled for December 11, 2000 at 10 a.m. +Complete agenda, attendees and phone number will be announced at a later +date. + +In addition, FedEx Strategic Sourcing & Supply Contacts are listed +below. +Names, titles and phone numbers are attached. I will assist Ms. Hunter +in facilitating initial meetings. + +Chris Bolen, Manager Supply Chain +FedEx Strategic Sourcing & Supply +Dept.: Fuel +2600 Nonconnah Ste 301 +Memphis, TN 38132 +901-922-5442 +901-922-4595 fax +(Jet fuel) + +Steve Mattman +VP for Strategic Sourcing & Supply +Dept.: Shared Services +2600 Nonconnah Ste 301 +Memphis, TN 38132 +901- 224-5078 +(Enron energy services in CA and TX) + +Bryan Wright +Managing Director for IT Supply Chain Management +or +Dane Bachelor +FedEx Strategic Sourcing & Supply +Dept.: IT +2600 Nonconnah Ste 301 +Memphis, TN 38132 +901- 263-6857 (Bryan Wright) +901-263-6846 (Dane Bachelor) +(Enron Broadband Services) + +Finally, rates were proposed to Enron November 14, 2000. I am looking +forward to discussing these further will the Enron board who will decide +who will be Enron's primary carrier. + +I am excited about our growing partnership. Thank you! + + + + +" +"arnold-j/all_documents/40.","Message-ID: <6003302.1075849624979.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 01:23:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: bob.mcauliffe@enron.com +Subject: Thank You, (again) +Cc: jennifer.medcalf@enron.com, peter.goebel@enron.com, jenny.rub@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, peter.goebel@enron.com, jenny.rub@enron.com +X-From: Jeff Youngflesh +X-To: Bob McAuliffe +X-cc: Jennifer Medcalf, Peter Goebel, Jenny Rub +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Bob, + +Thank you for your reply. I know you are doubly busy with your being on the +road this week, just prior to a vacation. Your answer below is perfect! +Bob, you and your team have been very supportive of our efforts to assist EBS +with BMC, and you have done all that we could have asked! I wanted you to +know that we really appreciate your support (I especially do, as a ""late +arrival"" to this situation)! Thank you again for all of the help! + +Jeff + + + + Bob McAuliffe/ENRON@enronXgate + 12/05/2000 06:56 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Randy Matson/Corp/Enron@ENRON, Bruce Smith/ENRON@enronXgate, Douglas +Cummins/HOU/ECT@ECT, Jenny Rub/Corp/Enron@Enron + Subject: RE: Update + +Jeff, + +Assuming that either Randy or Doug were to decide that BMC was a viable +solution for their areas of responsibility, we would certainly support +purchasing the appropriate products from BMC. + +Bob. + + -----Original Message----- +From: Youngflesh, Jeff +Sent: Tuesday, December 05, 2000 5:34 PM +To: McAuliffe, Bob +Cc: Matson, Randy; Smith, Bruce; Cummins, Douglas +Subject: Update + +Bob, + +I understand from Thais that you're on the road for Enron, but soon you'll be +""on the road for Bob"" - a well-deserved vacation coming up! In light of your +impending vacation, I wanted to do a quick follow-up check. + +If we could somehow, without causing an undesirable state in your +organization, facilitate the ability to purchase BMC solution product for Net +Works, would you support that? + +I have spoken with Bruce Smith, Randy Matson, and Doug Cummins in followup +calls from the November 17th meeting in EB 22C1. IF Randy and Doug were +likely to make a pro-BMC decision (instead of for a competitor's product), +and IF there was a way to painlessly (for Net Works) enable the funds to +become available to make a purchase of BMC product (by Net Works), would that +be something you would support? I am searching for a way to help EBS without +impacting Net Works in any negative way...but ultimately, I will abide +whatever you demand here. + +I hope to hear from you, either by telephone/voicemail, or e-mail; if you +could do so prior to your vacation. + +Thank you again for your help, + +Jeff Youngflesh + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 +" +"arnold-j/all_documents/400.","Message-ID: <2907139.1075857576103.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 08:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yea...can you come by around 5:30? + + + + +Sarah Wesner@ENRON +09/06/2000 03:29 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Progress is good. Do you want to meet up today? + + + +John Arnold@ECT +09/06/2000 11:51 AM +To: Sarah Wesner/Corp/Enron@Enron +cc: + +Subject: + +just checking up on the status of the margin project.... + + + + +" +"arnold-j/all_documents/401.","Message-ID: <5033779.1075857576125.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 07:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: jobopps@idrc.org +Subject: Re: Job Opportunities from IDRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: JobOpps@idrc.org @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Take me off your mail list + + + + +JobOpps@idrc.org on 09/05/2000 03:37:13 PM +To: jarnold@ei.enron.com +cc: +Subject: Job Opportunities from IDRC + + + +IDRC Job Opportunity Posting + +DATE RECEIVED: September 05, 2000 + +POSITION: Property Director +COMPANY: Regus Business Centre Corp. +LOCATION: Northeast USA + +For complete details go to: +http://site.conway.com/jobopps/jobdetail.cfm?ID=83 +To see all job postings go to: http://site.conway.com/jobopps/jobresult.cfm + +" +"arnold-j/all_documents/402.","Message-ID: <12007448.1075857576147.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 05:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jobopps@idrc.org +Subject: Re: Job Opportunities from IDRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: JobOpps@idrc.org @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +take me off your mailing list + + + + +JobOpps@idrc.org on 09/05/2000 01:57:01 PM +To: jarnold@ei.enron.com +cc: +Subject: Job Opportunities from IDRC + + + +IDRC Job Opportunity Posting + +DATE RECEIVED: September 05, 2000 + +POSITION: Real Estate Manager +COMPANY: Sony Corporation of America +LOCATION: New York City NY, USA + +For complete details go to: +http://site.conway.com/jobopps/jobdetail.cfm?ID=82 +To see all job postings go to: http://site.conway.com/jobopps/jobresult.cfm + +" +"arnold-j/all_documents/403.","Message-ID: <12828521.1075857576169.JavaMail.evans@thyme> +Date: Wed, 6 Sep 2000 04:51:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just checking up on the status of the margin project...." +"arnold-j/all_documents/404.","Message-ID: <21728785.1075857576190.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 05:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: cliff.baxter@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Cliff Baxter +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Cliff: +I have 4 tix to the Black Crowes for you, third row center. Where's your +office now? I'll come up and say hello this afternoon if you have a minute. +John " +"arnold-j/all_documents/405.","Message-ID: <22817238.1075857576212.JavaMail.evans@thyme> +Date: Tue, 5 Sep 2000 02:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jgreen@aedc.org +Subject: Re: data standards +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Green @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take me off your email list + + + + +Jennifer Green on 09/01/2000 02:50:03 PM +To: ""AEDC Members"":; +cc: +Subject: data standards + + +Dear AEDC Member, + +One of the most interesting developments in the economic development arena +is the creation of the AEDC/CUED/EDAC Site Selection Data Standard. This +standard, long in the making, provides an opportunity for economic +developers and their customers to have one common means of presenting and +examining data. Adoption of the standard promises real time savings and +more effective economic development decisions as communities will be more +comparable than ever before. + +A copy of the standards is attached so that you can take a look at it to +see how the data standards can be made to work for you. There are 25 +tables in the standard presented in an excel format. The tabs at the +bottom of the page will access the additional tables. + +You can assemble your own data for the data standard tables or you can use +the services of ACN, the American Community Network. AEDC has entered into +a strategic partnership with ACN to provide much of the data necessary for +the standards. ACN will provide data and provide future updates of the +standard to AEDC members at a discounted rate. It is your call as to which +approach works best for you. + +Adoption of the standards promises great changes for the economic +development profession. They should be of particular advantage to the many +areas that have great economic development opportunities but which haven't +received the consideration they deserve. The standards are a great way to +tell their story. + +If you'd like more information on the use of the standards, look for +notices of upcoming courses offered with AEDC's National Seminars on the +standards and their use. + +Paul Lawler +AEDC + + - SSDSTF Datatables 97 June 00.xls + +" +"arnold-j/all_documents/406.","Message-ID: <29281115.1075857576235.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 09:10:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: RE: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The Fortune article is about grassroots change within a company. It is +written about the lady who started EOL, but I'm in it a little. Chief of +natural gas derivatives...I'm not really sure what that means. I run the +Nymex book now but not the floor..just the derivatives desk of five people. + +I'm actually going to Costa Rica tomorrow morn thru Monday. Never been but +heard it's beautiful. Next time you're in we'll go out. +J + + + + +Heather Robertson on 08/31/2000 01:20:05 PM +To: John.Arnold@enron.com +cc: +Subject: RE: Young John? + + +What do you mean? I'm serious! + +So what Fortune article? I only saw you in Time... Pretty freaky to see +someone you know like that! What the heck is a ""chief"" of natural gas +derivatives?! Skilling's old job? + +Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my +friends were in the press lately (i.e. YOU, as well as all my HBS buddies), +so the guys on the trading floor thought this would be funny. The best part +is that someone thought they were serious and started in on the +conversation!! I do investor relations for a hedge fund in Dallas, so +that's why they are talking about my IR/selling skills... but it's not +exactly your typical corporate IR position considering our investor base. + +I'm going to be in your neck of the woods tomorrow. I'm visiting friends in +Houston on Friday & Saturday, then going to my sister's house in Bay City on +Sat. night. No firm plans, just getting out of Dallas. Are you going to be +around? + +I thought about you the night after I saw the article because I was in +Snuffers, drinking a strawberry daiquiri... =) do you remember why?? I +think about that every time I go there.... + +Take care and make money! + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 31, 2000 11:48 AM +To: hrobertson@hbk.com +Subject: Re: Young John? + + + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but +I think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM + +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + + + + +" +"arnold-j/all_documents/407.","Message-ID: <18409513.1075857576256.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 05:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I have a membership to the Body Shop downstairs. Can you cancel that please? +J" +"arnold-j/all_documents/408.","Message-ID: <3275803.1075857576278.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 04:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: hrobertson@hbk.com +Subject: Re: Young John? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Heather Robertson @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Glad to see you're having so much fun with this. I've been here 5.5 years +with nothing and then in one week I'm in Fortune and Time. Pretty funny. +Things are going well here . The big E just chugging along, bringing the +stock price with it. Wish I could tell you everything new in my life, but I +think I just did. +Your long lost buddy, +John + + + + +Heather Robertson on 08/31/2000 10:10:09 AM +To: john.arnold@enron.com +cc: +Subject: Young John? + + +Is this ""the 26-year-old chief of natural-gas derivatives""? If so, you +should write me back after you complete your ""nine hours and $1 billion in +trades"" today!! Does this mean I have to start calling you ""Mr. John""?! +It was great to see you're doing so well.... +Your long lost buddy, +Heather + +Heather Lockhart Robertson +HBK Investments LP +Personal: +214.758.6161 Phone +214.758.1261 Fax +Investor Relations: +214.758.6108 Phone +214.758.1208 Fax + + + + +" +"arnold-j/all_documents/409.","Message-ID: <27168848.1075857576299.JavaMail.evans@thyme> +Date: Thu, 31 Aug 2000 01:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Did you get the magazines I sent you? + + + + +Karen Arnold on 08/30/2000 09:16:53 PM +To: John Arnold/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT +cc: +Subject: + + + +Don't look at Power until it goes up again.....today was not a good day. + +I have a job interview tomorrow night! Yes, ME! I don't know if I will +take it if it is offered to me. It's for only 4 days/week!!!! + +" +"arnold-j/all_documents/41.","Message-ID: <32885986.1075849625004.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 02:29:00 -0800 (PST) +From: craig.brown@enron.com +To: john.bone@enron.com +Subject: Re: Nitrogen +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Craig H Brown +X-To: John Bone +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +John: + +Thank you for your information. We will have discussions with Praxair and +Air Liquide later today and early next week for your Oxygen and Nitrogen +requirements. + +Regards, + +Craig Brown +713-345-5701 + + + + John Bone + 12/06/2000 10:11 AM + + To: Craig H Brown/NA/Enron@Enron + cc: + Subject: Nitrogen + +Details of Nitrogen Pressures and volumes. For a new scheme we would want +100 psi, to suit the nitrogen ring main. Current supply pressures from BOC +are not relevant. Volume is 28-29,000 rm3/hr at Wilton and total of approx +45,900rm3/hr when the other sites are included. This issue of supply to +the other sites could be a problem as BOC are physically entrenched in the +piped supply arrangements. + + +Respect====>Integrity====>Communication====>Excellence + + +The information contained in this e-mail and any files transmitted with it is +confidential and intended for the addressee only. If you have received this +e-mail in error, please notify the originator or telephone 01642 459955. +This e-mail and any attachments have been scanned for viruses prior to +leaving Enron Teesside Operations Limited (ETOL). ETOL will not be liable for +any losses as a result of any viruses being passed on. + +Enron Teesside Operations Limited. Registered in England +Reg. No. 3647087. Registered Office: ETOL HQ, PO Box 1985, Wilton +International, Middlesbrough, TS90 8WS + +" +"arnold-j/all_documents/410.","Message-ID: <18124720.1075857576320.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 09:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Attached are settles tonight for seasons and years for next 10 years. +Dutch is working on getting historical curves. He should have it by tomorrow +morning. +John" +"arnold-j/all_documents/411.","Message-ID: <15043364.1075857576343.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:32:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: URGENT NOTICE: Executive Impact & Influence 9/21-22 Program - FSD + Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can you handle this please? +---------------------- Forwarded by John Arnold/HOU/ECT on 08/30/2000 03:31 +PM --------------------------- + + Enron North America Corp. + + From: Debbie Nowak @ ENRON 08/30/2000 02:12 PM + + +To: Jeffery Ader/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Harry Arora/HOU/ECT@ECT, Hap Boyd/EWC/Enron@Enron, Shawn +Cumberland/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mark Dobler/NA/Enron@Enron, +Joe Hartsoe/Corp/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, John +Lamb/EWC/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, Jeff +Messina/HOU/EES@EES, Bob Miele/EFS/EES@EES, Jean Mrha/NA/Enron@Enron, MACK +SHIVELY/ENRON@Gateway, Jude Tatar/ENRON@Gateway, john.thompson@enron.com, Tim +Underdown/Stockton/TS/ECT@ECT +cc: Claudette Harvey/HOU/ECT@ect, Ina Rangel/HOU/ECT@ECT, Barbara +Lewis/HOU/ECT@ECT, Sheila Petitt/EWC/Enron@ENRON, Shimira +Jackson/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Katherine +Padilla/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stephanie +Boothe/Houston/Eott@Eott, Bernadette Hawkins/Corp/Enron@ENRON, Lysa +Akin/PDX/ECT@ECT, Julie Delahay/EWC/Enron@ENRON, Kimberly Hillis/HOU/ECT@ect, +Karen Myer/GPGFIN/Enron@ENRON, Judy Falcon/HOU/EES@EES, Doreen +Bowen/EFS/EES@EES, Melissa Jones/NA/Enron@ENRON, Airam Arteaga/HOU/ECT@ECT, +Jan Dobernecker/HOU/EES@EES, Elisabeth Edwards/LON/ECT@ECT, Richard +Amabile/HR/Corp/Enron@ENRON, ""Christi Smith"" +Subject: URGENT NOTICE: Executive Impact & Influence 9/21-22 Program - FSD +Request + + + + +You will be receiving (if you haven't already) an e-mail from ""Dennis"" + requesting you to complete +an attached form. His request states ""Immediate Action Required"". + +It has come to our attention that you may not be familiar with FSD which is +the data service processing partner to Keilty Goldsmith. They +are responsible for sending out the Team Selection Forms to all of our +participants. I wanted to reconfirm that Dennis' e-mail attachment is your +Team Selection Form which must be completed and forwarded back to FSD for +processing by 12:00 noon, Thursday, August 31st. + +To Assitant of Participant. If your manager is out of town, please let me +know and I will get a form to you so that you can +hopefully fax it to his/her destination. I will work with you in any way +possible to adhere to the timeline. Thanks! + +Should you have any questions, please do not hesitate in contacting me. + +Debbie Nowak +Executive Development +713 853.3304 +" +"arnold-j/all_documents/412.","Message-ID: <1175846.1075857576365.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: athomas1@dellnet.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Andrew Thomas"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +She's out no bitch + + + + +""Andrew Thomas"" on 08/28/2000 01:42:25 PM +To: +cc: +Subject: Re: + + +you know i have a picture of you blown up on my wall, don't you? So when +does the fortune story come out? (lemme guess, sep 11?) + +----- Original Message ----- +From: +To: +Sent: Sunday, August 27, 2000 12:49 PM +Subject: Re: + + + +You didnt realize I was such a fucking bigshot did ya? Check out the Sep +11 Fortune page 182 for more of the mojo. + + + + + +""Andrew Thomas"" on 08/25/2000 02:02:59 PM + +To: , +cc: +Subject: + + + +""You can't turn away for a minute or you get picked off."" Damn!! I'm +minding my own business sitting on the dooker reading Time, and sure +enough i get picked off! Sheeeeeeeeeet. Friggin celebrities. Can I have +your autograph? :) + +Nice work, dood. + +Fellas, I believe the new job is almost here--i was told yesterday that I +got the job and am just waiting for the phone offer (supposed to happen +this afternoon). If it comes through, I'll be covering the +internet--should be pretty solid. Who knows, if EnronOnline gets spun off +(obv, not gonna happen) I might even get to cover it... what a mock! +Anyway, thought I'd drop you two a line. Hope things are going well... + +can't wait for football... lemme know when you boys come back out here... + +Andy + + + + + + + +" +"arnold-j/all_documents/413.","Message-ID: <32447956.1075857576387.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 08:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: suzanne.nicholie@enron.com +Subject: Re: Meeting to discuss 2001 direct expense plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Suzanne Nicholie +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please contact John Lavorato. He will be in charge of these budgetary issues. +Thanks, +John + + + + + + From: Suzanne Nicholie @ ENRON 08/29/2000 05:11 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Paula Harris/HOU/ECT@ECT +Subject: Meeting to discuss 2001 direct expense plan + +Hi John, + +Since Jeff has left I am assuming that you will be responsible for the plan +for your cost center - 105894. Please correct me if I am wrong. + +I have scheduled a meeting tomorrow at 4pm with you to discuss the 2001 +direct expense plan for Financial Gas trading. I will have a schedule that +details your 2000 plan, 2000 estimate based on the first 6 months of 2000 and +a template for the 2001 plan. + +I will be mostly interested in getting the following information from you +tomorrow: + +1) Are you expecting an increase in headcount? If so, what level of person? +2) What percentage increase in salaries for 2001? +3) Will you increase the # of analyst and associates used in this cost center? +4) What special pays, sign on bonuses, employee agreement, etc. do you want +to plan for? +5) Are you expecting any promotions? +6) If you increase headcount, would this person(s) come from placement +agencies? Would we need to plan relocation costs for them? +7) Do you expect to use any consulting firms or outside temporaries? +8) Will you have any employee offsites or customer meetings that we should +plan for? If so, how much and where? +9) Will you have any large capital expenditures other than computers, +monitors and software? +10) Do you anticipate any other changes in this cost center that we should +plan for (ie, opening of another office, etc.) + +My last day in this group is Thursday so I was trying to get this finished +before Paula Harris took over. She will be coming to the meeting with me. +Please let me know if you need any additional information prior to the +meeting. + +Thanks! +Suzanne + + + + + +" +"arnold-j/all_documents/414.","Message-ID: <26183901.1075857576408.JavaMail.evans@thyme> +Date: Wed, 30 Aug 2000 00:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: commissions saved +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Fine with me + + + + +Andy Zipper@ENRON +08/29/2000 06:55 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: commissions saved + +Fair enough, though for basis swaps and other non NYMEX stuff I thought the +numbers were a little higher. We are going to use $7.50 per 10,000 unless you +have objection. + +" +"arnold-j/all_documents/415.","Message-ID: <6450470.1075857576430.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 05:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +How do Sep basis positions roll off? +John" +"arnold-j/all_documents/416.","Message-ID: <32237131.1075857576451.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 03:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: mary.cook@enron.com +Subject: Re: Soc Gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mary Cook +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +And you wonder why America is the most productive country in the world. + + + + +MARY COOK +08/29/2000 08:12 AM +To: Sarah Wesner/Corp/Enron@ENRON +cc: John Arnold/HOU/ECT@ECT +Subject: Re: Soc Gen + +Ah, the European holiday tradition! + + + + Sarah Wesner@ENRON + 08/28/2000 07:25 PM + + To: John Arnold/HOU/ECT@ECT, Mary Cook/HOU/ECT@ECT + cc: + Subject: Soc Gen + +Warren Tashnek called to say that the documents for the credit line will not +be available until next week. It seems that all of Soc Gen's Paris office is +on holiday for the month of August so the credit proposal for the Enron +facility is gathering dust on someone's desk until they return. + +Mary Cook is working on t he brokerage agreement between Fimat and Enron. +That should be done in about a week. + + + + + + + +" +"arnold-j/all_documents/417.","Message-ID: <6060595.1075857576472.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 03:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: commissions saved +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just FYI, whether it matters or not, but commissions in gas average $3-4 a +contract. Not sure about power. + + + + +Andy Zipper@ENRON +08/28/2000 04:10 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: commissions saved + +While we are putting this card together I thougth you guys might like to see +some of the imputed commission numbers.......I thought we would cut it off at +$100,000 saved. I'm using an average rate of $10 per 10,000 mmbtu gas and +power equivalent. + + + + +" +"arnold-j/all_documents/418.","Message-ID: <22731960.1075857576494.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 00:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: rahil.jafry@enron.com +Subject: Re: EnronOnline +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Rahil Jafry +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Rahil: +I have never commented favorably nor unfavorably about Kase's newsletter. I +think publishing independent market evaluations could be beneficial. The +more interesting content that is published, the better. + + + + + +From: Rahil Jafry + 08/28/2000 07:48 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: EnronOnline + +Hey John, + +We'd briefly spoken on the phone last week, but I haven't been able to come +by and talk to you like I'd promised. Louise had mentioned you did not like +Cynthia Kase's newsletter and may not want us to put Cynthia's weekly +summaries on EnronOnline. + +Since Fred (Lagrasta) and his group think publishing her summaries on +EnronOnline will attract more of the smaller customers, would you have any +objection over us publishing the Kase newsletters. + +Pls. let me know ASAP so we can proceed with this further. + +Regds., +Rahil +x. 3-3206 + + +" +"arnold-j/all_documents/419.","Message-ID: <5293872.1075857576516.JavaMail.evans@thyme> +Date: Tue, 29 Aug 2000 00:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: fletcher.sturm@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher J Sturm +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Under the alternative ""bumping"" method, if the market is 3.75/5.25 and our +EOL and ICE market's are both 4/5 in that case, would we pay brokerage if +someone executes on ICE rather than EOL? + +Fletch + +" +"arnold-j/all_documents/42.","Message-ID: <6169620.1075849625027.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 03:04:00 -0800 (PST) +From: michael.kushner@enron.com +To: lisa.herman@citicorp.com +Subject: Enron's P-Card Program +Cc: barry.proud@enron.com, peter.goebel@enron.com, jennifer.stewart@enron.com, + bruce.martin@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: barry.proud@enron.com, peter.goebel@enron.com, jennifer.stewart@enron.com, + bruce.martin@enron.com +X-From: Michael Kushner +X-To: Lisa.Herman@citicorp.com +X-cc: Barry.Proud@Enron.com, Peter Goebel, Jennifer Stewart, Bruce Martin +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Lisa, +Barry Proud at ETOL in England is interested in setting-up a P-Card program +at his facility. Please contact Barry directly to initiate the program. + +Regards, +Mike" +"arnold-j/all_documents/420.","Message-ID: <21322219.1075857576537.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: ted.murphy@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ted Murphy +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks + + + + + +From: Ted Murphy +08/28/2000 01:36 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: John J Lavorato/Corp/Enron@Enron, Frank Hayden, Sunil +Dalal/Corp/Enron@ENRON, Vladimir Gorny/HOU/ECT@ECT +Subject: Re: + +John, +Delainey asked Buy and Skilling to extend it for the next two weeks. +Consider it extended thru 9/12/00. +Ted + +" +"arnold-j/all_documents/421.","Message-ID: <1210331.1075857576558.JavaMail.evans@thyme> +Date: Mon, 28 Aug 2000 06:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: ted.murphy@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ted Murphy +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ted: +Lavorato wanted me to check on the $5,000,000 VAR extension. Is it possible +to get this extended indefinitely until the west basis market settles down? +We will have a good percentage of the west position rolling off over the next +week as well as indices get published. Please advise ASAP. +John" +"arnold-j/all_documents/422.","Message-ID: <8050748.1075857576580.JavaMail.evans@thyme> +Date: Sun, 27 Aug 2000 06:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +Just a reminder, can you send me a list of grandchildren to my products. +Also, is it possible to systems-wise deny grandchildren to a specific product +to ensure that the rule is enforced? +John" +"arnold-j/all_documents/423.","Message-ID: <17458440.1075857576601.JavaMail.evans@thyme> +Date: Sun, 27 Aug 2000 06:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: fletcher.sturm@enron.com, scott.neal@enron.com, hunter.shively@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher J Sturm, Scott Neal, Hunter S Shively +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just some feedback on our EOL discussion. Whalley had similar thoughts about +how to address the ICE issue. His thoughts are that if we are 4/5 on EOL, we +post 1/8 on ICE. If someone betters the bid to 1.5, a logic server +automatically bumps up our bid to 1.75. If someone betters that to 2 bid, we +immediately go 2.25 bid. So we are always the best market on ICE so long as +it is not inside our EOL 2-way. Thus the only way our best market shows on +ICE is if without us the market is 3.75/5.25, at which point our 4/5 market +gets shown. If the 3.75 bid pulls out, so does our 4 bid. Our proposal was +that if EOL was 4/5 we would always show ICE 3.75/5.25. Think about which +system you like better. + +Whalley loved Fletch's idea of running tally of brokerage saved and that will +be implemented shortly. + +I am going to call another EOL meeting for everyone on the gas floor managing +a product this week. The purpose will be to communicate about the importance +of winning the electronic commerce game through a combination of improving +2-ways and killing the broker markets. " +"arnold-j/all_documents/424.","Message-ID: <24051747.1075857576623.JavaMail.evans@thyme> +Date: Sun, 27 Aug 2000 05:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: athomas1@dellnet.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Andrew Thomas"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +You didnt realize I was such a fucking bigshot did ya? Check out the Sep 11 +Fortune page 182 for more of the mojo. + + + + + +""Andrew Thomas"" on 08/25/2000 02:02:59 PM +To: , +cc: +Subject: + + + +""You can't turn away for a minute or you get picked off.""? Damn!!? I'm +minding my own business sitting on the dooker reading Time, and sure enough +i get picked off!? Sheeeeeeeeeet.? Friggin celebrities.? Can I have your +autograph?? :)? +? +Nice work, dood. +? +Fellas, I believe the new job is almost here--i was told yesterday that I +got the job and am just waiting for the phone offer (supposed to happen this +afternoon).? If it comes through, I'll be covering the internet--should be +pretty solid.? Who knows, if EnronOnline gets spun off (obv, not gonna +happen) I might even get to cover it...? what a mock!? Anyway, thought I'd +drop you two a line.? Hope things are going well... +? +can't wait for football...? lemme know when you boys come back out here... +? +Andy +? + +" +"arnold-j/all_documents/425.","Message-ID: <7482581.1075857576646.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 07:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Can you send me the file that you produced of those names so I can shrink it +down a little? +Thanks, +John" +"arnold-j/all_documents/426.","Message-ID: <31283797.1075857576667.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 07:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.redmond@enron.com +Subject: Re: Long Term Volatility +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Redmond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about Tuesday at either 6:45 am or 2:15 pm my time. + + + + +David Redmond +08/25/2000 07:26 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, John +Disturnal/CAL/ECT@ECT +cc: Richard Lewis/LON/ECT@ECT, Peter Crilly/LON/ECT@ECT +Subject: Long Term Volatility + +John, Mike, + +As you may know I recently moved from the Calgary office to the London +office. The vol curve here is marked very similarly to the Nymex curve at the +front but drops off to a much lower level at the back. Richard Lewis, who is +in charge of UK Gas and Power trading, would like to discuss the rationale +behind the longer end of the NG curves, both vol and price. + +Could we all get on the phone sometime next week (Monday is a holiday here) +perhaps before the open or shortly after the close? (The Nymex closes at 8pm +UK time.) + +Thanks, + +Dave + +" +"arnold-j/all_documents/427.","Message-ID: <22384829.1075857576688.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 04:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Did you find out the info on the ENA management committee> +John" +"arnold-j/all_documents/428.","Message-ID: <9542199.1075857576710.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 04:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: w.duran@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: W David Duran +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +I was thinking about our conversation yesterday. If El Paso, absent this +power deal, were to give us physical gas for 8 years discounted at their WACC +in exchange for an upfront cash payment from ENE, is that transaction a +mark-to-market gain for us? If not, what's the difference in paying them +with an asset rather than cash. If it is a mark-to-market gain, isn't this a +way to generate false P&L? +John" +"arnold-j/all_documents/429.","Message-ID: <19115492.1075857576731.JavaMail.evans@thyme> +Date: Fri, 25 Aug 2000 02:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.dupre@enron.com +Subject: Re: Tickets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David P Dupre +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks, have a good time but no interest.. +John + + + + +David P Dupre +08/24/2000 05:00 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: Tickets + +Every now and then, I receive complimentary tickets to Astros games at Enron +field from various brokers or other contacts. +If you would be interested in receiving them, let me know-- + +David +3-3528 +Steno: 275 + +" +"arnold-j/all_documents/43.","Message-ID: <9618750.1075849625052.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 05:23:00 -0800 (PST) +From: rositza.smilenova@enron.com +To: randy.bissey@enron.com, craig.brown@enron.com, michael.frost@enron.com, + roy.hartstein@enron.com, mfielde@cooper-energy-services.com, + tracy.ramsey@enron.com, john.will@enron.com, + shirley.wilson@enron.com, jennifer.stewart@enron.com, + durrm@camerondiv.com, kuehlerr@ccvalve.com, + maalfre@cooper-energy-services.com, heidi.smith@enron.com, + lisa.honey@enron.com +Subject: Joint Strategic Sourcing Action Items Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rositza Smilenova +X-To: randy.bissey@enron.com, Craig H Brown, Michael Frost, Roy Hartstein, mfielde@cooper-energy-services.com, Tracy Ramsey, John Will, Shirley Jo Wilson, Jennifer Stewart, durrm@camerondiv.com, kuehlerr@ccvalve.com, maalfre@cooper-energy-services.com, Heidi Smith, Lisa Honey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Hello everybody, + +The date of our next meeting is approaching fast, and I wanted to make sure +that we have not forgot about the action items that need to happen before +January 4th. Please let me know your specific plan and target dates, by +which each action item will be accomplished. It is very important that we +stay on schedule. I will do my best to help any of you make things happen by +January 4th. + +Regards, +Rositza Smilenova +Supply Specialist +713-646-7418 +----- Forwarded by Rositza Smilenova/NA/Enron on 12/06/2000 01:13 PM ----- + + Rositza Smilenova + 11/13/2000 07:05 PM + + To: randy.bissey@enron.com, Craig H Brown/NA/Enron@Enron, Michael +Frost/NA/Enron@Enron, Roy Hartstein/NA/Enron@Enron, +mfielde@cooper-energy-services.com, Tracy Ramsey/EPSC/HOU/ECT@ECT, Rositza +Smilenova/NA/Enron@ENRON, John Will/NA/Enron@ENRON, Shirley Jo +Wilson/NA/Enron@ENRON, Jennifer Stewart/NA/Enron@Enron, durrm@camerondiv.com, +kuehlerr@ccvalve.com, maalfre@cooper-energy-services.com, Heidi +Smith/NA/Enron@Enron, Lisa Honey/NA/Enron@ENRON + cc: + Subject: Joint Strategic Sourcing Meeting Notes 11-09-00 + +Please find attached the notes from our recent meeting. I will appreciate if +we can attach specific dates to all of the action items. Thank you for the +participation. + + + +Thanks, +Rositza Smilenova +Supply Specialist +713-646-7418" +"arnold-j/all_documents/430.","Message-ID: <23954568.1075857576753.JavaMail.evans@thyme> +Date: Thu, 24 Aug 2000 04:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: fzerilli@optonline.net +Subject: Re: Vacation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Frank F. Zerilli"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Must be nice to be a Wall Street executive + + + + +""Frank F. Zerilli"" on 08/23/2000 10:11:35 PM +To: jarnold@enron.com +cc: +Subject: Vacation + + +John, + +I will be out of the office vacationing up in Martha's Vineyard with the +family through Labor Day. Good Luck with Debby...talk to you in Sep. + + +" +"arnold-j/all_documents/431.","Message-ID: <18353366.1075857576775.JavaMail.evans@thyme> +Date: Wed, 23 Aug 2000 00:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +So I was thinking about your NY problem...I might have an answer. The site +http://www.bestfares.com/internet_charts/hotel_internet.htm +lists cheap hotel specials. The problem is they won't list them until the +Wednesday before the weekend. Check it out though. They have some +reasonable deals. +John" +"arnold-j/all_documents/432.","Message-ID: <32693803.1075857576796.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 09:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks. This is a project we should have done 5 years ago. +John + + + + +Sarah Wesner@ENRON +08/22/2000 11:10 AM +To: John Arnold/HOU/ECT@ECT +cc: Dutch Quigley/HOU/ECT@ECT +Subject: Re: + +Futures' information - will work with Dutch, may take several days + +Margin Financing Agreement terms: + + +Warren Tashnek left me a message today saying that the Soc Gen documents were +coming. + + + + + + +John Arnold@ECT +08/22/2000 07:04 AM +To: Sarah Wesner/Corp/Enron@Enron +cc: Dutch Quigley/HOU/ECT@ECT + +Subject: + +Sarah: +Can you create a spreadsheet summarizing Enron's open futures interest broken +down by commodity and broker, including maintenance and initial margin for +all commodities (including rates, currencies, gas, crude, etc). +Also, can you create a list of all margin financing agreements in place and +the rates we pay. +Thanks, +John + + + + +" +"arnold-j/all_documents/433.","Message-ID: <30929842.1075857576819.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 09:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: ENA Fileplan Project - Needs your approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Fine + + + + +Ina Rangel +08/22/2000 02:08 PM +To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Thomas +A Martin/HOU/ECT@ECT +cc: Kimberly Brown/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Becky +Young/NA/Enron@Enron, Laura Harder/Corp/Enron@Enron +Subject: ENA Fileplan Project - Needs your approval + +Carolyn Gilley who is a department head in our records management group has +hired the firm, Millican & Assoicates to come in and compile all of our +current and archived files into a more suitable fileplan. Enron has given +permission for this firm to handle this, but they need further approval from +each one of you to deal with your backoffice people and with your assistants +in compiling this information to complete their project. Below is a more +detailed letter from the firm explaining their work here. + +Please respond to me that I have your approval to give for them to complete +your project. + +Thank You, + +Ina Rangel +---------------------- Forwarded by Ina Rangel/HOU/ECT on 08/22/2000 01:56 PM +--------------------------- + + +Sarah Bolken@ENRON +08/22/2000 08:17 AM +Sent by: Sara Bolken@ENRON +To: Ina Rangel/HOU/ECT@ECT +cc: +Subject: ENA Fileplan Project + +Ina, here is information concerning the scope and purpose of our project: + +We are records and information management consultants from Millican & +Associates, who have been hired by Carolyn Gilley, ENA's Records Manager, to +formulate a Fileplan for all of ENA's business records. The approach we're +taking to develop this Fileplan is to perform a generic inventory of each +ENA organization's records. Now, we generally meet with an executive (usually +a vice president, director or manager) within each group to first explain +this project and seek permission to perform the inventory. We'll then ask +that executive to designate someone within his/her area to serve as our +working contact. The contact is usually someone who is very familiar with +their department's record, and can be a manager or support staff. + +There are a number of reasons we are working on this ENA Fileplan Project. +Enron, as I am sure you know, creates volumes of paper and electronic +records--much of it has never been captured on a records retention schedule. +Many departments are keeping records well beyond their legal retention +requirements, taking up valuable and expensive office space. The Fileplan, +once completed, will document what is being created, who has responsibility +for it, and how long it must be maintained. + +Enron has also invested in a software product called Livelink. Livelink is an +imaging system whereby you can scan your documents into it, index them, and +then use the ""imaged"" document viewable from your computer as the working +copy. After scanning, the paper can either be destroyed or transferred to +offsite storage, depending upon its retention requirements. + +During our inventory we will attempt to capture both paper and electronic +records. We'll also try to identify any computer systems your area uses, i.e. +MSA, SAP, etc.. The inventory itself is painless and non-invasive, in that we +do not open or look into file cabinets or desk drawers. It's simply an +interview process where the contact answers a few easy, simple questions. + + If you have any additional questions, please feel free to give me a call. +Thank you. + +Sara Bolken +X35150 + + +" +"arnold-j/all_documents/434.","Message-ID: <12595767.1075857576841.JavaMail.evans@thyme> +Date: Tue, 22 Aug 2000 00:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: +Cc: dutch.quigley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dutch.quigley@enron.com +X-From: John Arnold +X-To: Sarah Wesner +X-cc: Dutch Quigley +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sarah: +Can you create a spreadsheet summarizing Enron's open futures interest broken +down by commodity and broker, including maintenance and initial margin for +all commodities (including rates, currencies, gas, crude, etc). +Also, can you create a list of all margin financing agreements in place and +the rates we pay. +Thanks, +John" +"arnold-j/all_documents/435.","Message-ID: <2156659.1075857576862.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.milligan@enron.com +Subject: Re: stock option grant agreement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Milligan +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jennifer: +I'll be here, 3221F, tomorrow from 7:00 - 8:00 and 8:30-9:00 am. +Thanks +John + + + + +Jennifer Milligan +08/21/2000 11:15 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: stock option grant agreement + +John, + +I am a new generalist on your Human Resources team and I would like to +deliver your Stock Option Grant Agreement. We are required to deliver these +documents in person, so please email me with your current EB location or call +me with a convenient delivery time. + +Thanks, +Jennifer +X35272 + +" +"arnold-j/all_documents/436.","Message-ID: <8191511.1075857576884.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 09:10:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +And I'm expecting the same from you. + + + + +Brian Hoskins +08/21/2000 12:52 PM +To: John Arnold/HOU/ECT@ECT +cc: Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Peter F +Keavey/HOU/ECT@ECT +Subject: Re: + +John, + +I trust you have set a good example for all of us to follow by contributing +20% of your gross income. Don't let us down. + +Brian + + + + + +John Arnold +08/21/2000 12:49 PM +To: Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Peter F +Keavey/HOU/ECT@ECT, Brian Hoskins/HOU/ECT@ECT +cc: +Subject: + +Dear fellows, +Please remember to fill out your pledge card for United Way (even if you +don't plan on contributing) if you haven't done so thus far. +Thanks, +John + + + + +" +"arnold-j/all_documents/437.","Message-ID: <901712.1075857576905.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, larry.may@enron.com, peter.keavey@enron.com, + brian.hoskins@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, Larry May, Peter F Keavey, Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dear fellows, +Please remember to fill out your pledge card for United Way (even if you +don't plan on contributing) if you haven't done so thus far. +Thanks, +John" +"arnold-j/all_documents/438.","Message-ID: <22026334.1075857576927.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Bi-weekly Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +1. Vacation is fine. +2. Please put meeting below on calendar. +3. I am going to analyst presentation at Vanderbilt. Find out when it is and +put on calendar. +4. Can you find out who is on the ENA management committee meeting I went to +along with their title and responsibilities. +5. Can you schedule a meeting for Tuesday or Wednesday late afternoon with +Phillip, Hunter, and Fletch about EOL +Thanks. +---------------------- Forwarded by John Arnold/HOU/ECT on 08/21/2000 12:26 +PM --------------------------- + + Enron North America Corp. + + From: Airam Arteaga 08/18/2000 05:26 PM + + +To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Sally Beck/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, +Ted Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT +cc: Rita Hennessy/NA/Enron@Enron, Cherylene R Westbrook/HOU/ECT@ECT, Patti +Thompson/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Laura Harder/Corp/Enron@Enron, +Kimberly Brown/HOU/ECT@ECT +Subject: Bi-weekly Meeting + +Please mark your calendars for the following Bi-Weekly Meeting, on Tuesdays, +starting on August, 29th. + + Date: Tuesday, August 29 + + Time: 3:00 pm - 4:00 pm + + Location: EB32C2 + + Topic: Var, Reporting and Resources Meeting + + If you have any questions/conflicts, please feel free to call me. + +Thanks, +Rain +x.31560 + + +" +"arnold-j/all_documents/439.","Message-ID: <24113703.1075857576949.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.thomas@enron.com +Subject: Re: trading the dots time again? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Buckner Thomas +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +does the arnolds' worldwide notoriety surprise you? + + + + +John Buckner Thomas +08/21/2000 12:20 PM +To: John Arnold/HOU/ECT@ECT +cc: Matthew Arnold/HOU/ECT@ECT +Subject: Re: trading the dots time again? + + +season started saturday. ends in may. i'm pretty open..... bring it. +arsenal v liverpool tonite. + +me and hugh grant are neighbors (notting hill)... and he's been asking about +the arnolds... + +or something. + + + + +John Arnold +21/08/2000 18:16 +To: John Buckner Thomas/LON/ECT@ECT +cc: + +Subject: Re: trading the dots time again? + +when are we invited?? + + + +John Buckner Thomas +08/21/2000 11:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: trading the dots time again? + + + +when are you and your brother coming over to watch some premier league? + + + + + + + +" +"arnold-j/all_documents/44.","Message-ID: <30633169.1075849625075.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 06:35:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: ali.khoja@enron.com, kathy.shaps@enron.com +Subject: Your ""Bridge"" corp./contract info request +Cc: kim.godfrey@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: kim.godfrey@enron.com, jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Ali Khoja, Kathy Shaps +X-cc: Kim Godfrey, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Ali, + +The ""Bridge"" you referred to in your voice message to me is not the one you +want, I believe. You referred to a $5MM spend by Enron w/ ""Bridge"". That +spend data comes from the pre-SAP era, and may not be as accurate as one +might hope. In addition, you will find that the product/service category is +""Hardware"". I am not sure that is the ""Bridge"" which Kathy Shaps is looking +for the contract information (if any) on. + +That Bridge (Kathy's target, I believe) is the one which EBS has done a deal +with (Bridge/Savvis/EBS, early summer '00; for WebFN)...Jeannette Busse & +Greg Reynolds are intimately familiar with that customer relationship, but +perhaps not at the contract level. If it is and EBS-only relationship, EBS +may have the only contract. The EBS contracts contact would be Ray Stelly, +who reports to Pat Weatherspoon (Ray is out until Monday the 11th, though). +You might also check with Richard Weeks, who could direct you to the right +person in EBS purchasing, if it's a ""buy on PO"" situation. + +http://www.bridge.com/ + +http://www.webfn.com/cgi-bin/core.dll?i9=267&s144=index.txt&sfront=1&slogin=0& +sframeBust=undefined + +Please check the URLs above, and if they take you to the company with the +""Enron relationship"" you're referring to, I'll have a better idea what to +look for. In the meantime, I am looking into our contracts area to see what, +if any, contracts that GSS has active (for any part of Enron) with any +company called ""Bridge"", whether it is Bridge Information Systems, or some +other ""Bridge"". When I have more information, I'll call and/or e-mail you +with an update. I'll also copy Kathy and Kim. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/all_documents/440.","Message-ID: <8590206.1075857576970.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 05:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.thomas@enron.com +Subject: Re: trading the dots time again? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Buckner Thomas +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +when are we invited?? + + + + +John Buckner Thomas +08/21/2000 11:51 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: trading the dots time again? + + + +when are you and your brother coming over to watch some premier league? + +" +"arnold-j/all_documents/441.","Message-ID: <24439238.1075857576991.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 04:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Is that hugs or kisses? + + + + +John J Lavorato@ENRON +08/21/2000 10:42 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +XXXX XXX + +" +"arnold-j/all_documents/442.","Message-ID: <10476134.1075857577015.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 01:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: phillip.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Phillip K Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Due to VAR reasons, you and I both need to sell today. Vol and price are +going up, implying Enron can carry fewer contracts today than Friday. Have +your desk net sell 400 today. +John" +"arnold-j/all_documents/443.","Message-ID: <12293696.1075857577036.JavaMail.evans@thyme> +Date: Mon, 21 Aug 2000 01:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Had Carlos Franco just shot a 49 yesterday instead of a 70, you would have +won." +"arnold-j/all_documents/444.","Message-ID: <25525912.1075857577058.JavaMail.evans@thyme> +Date: Sun, 20 Aug 2000 23:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey, +Can you add Whalley and/or Andy Zipper to Pedrone's interview schedule. He +can come in earlier if necessary. + +If you need to talk to him, he is staying at the Omni and his cell number is +917-699-2222. + +John" +"arnold-j/all_documents/445.","Message-ID: <20605820.1075857577079.JavaMail.evans@thyme> +Date: Fri, 18 Aug 2000 00:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I had a dream that you were laid off yesterday, the day before your deal. + +Just checking on Saturday with third eye blind..." +"arnold-j/all_documents/446.","Message-ID: <6729744.1075857577100.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 08:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +If J. Franco wins, you win $2425 +If he loses, you lose $75" +"arnold-j/all_documents/447.","Message-ID: <28372671.1075857577122.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 07:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: FW: Bumping into the husband.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/17/2000 02:20 +PM --------------------------- + +08/17/2000 02:12 PM +Brenda Flores-Cuellar@ENRON +Brenda Flores-Cuellar@ENRON +Brenda Flores-Cuellar@ENRON +08/17/2000 02:12 PM +08/17/2000 02:12 PM +To: Jeffrey A Shankman/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: FW: Bumping into the husband.... + +This is too funny. + +-Bren + + + - hyundai.mpeg + + +" +"arnold-j/all_documents/448.","Message-ID: <17450142.1075857577144.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 06:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: louise.kitchen@enron.com, andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Louise Kitchen, Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Web server noticeably slow today. I'm getting a lot of bad failed trades +(2-3 seconds behind when I change a price). +Not necessarily slower than yesterday, but definitely slower than a month +ago." +"arnold-j/all_documents/449.","Message-ID: <18812867.1075857577166.JavaMail.evans@thyme> +Date: Thu, 17 Aug 2000 04:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +z/f trading 4" +"arnold-j/all_documents/45.","Message-ID: <26023022.1075849625099.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 06:52:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: fernley.dyson@enron.com +Subject: relationship with Continental Airlines +Cc: nicole.scott@enron.com, jennifer.medcalf@enron.com, tracy.ramsey@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: nicole.scott@enron.com, jennifer.medcalf@enron.com, tracy.ramsey@enron.com +X-From: Sarah-Joy Hunter +X-To: Fernley Dyson +X-cc: Nicole Scott, Jennifer Medcalf, Tracy Ramsey +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Dyson: + +Jennifer Medcalf asked me to forward to you the following brief overview of +Enron's relationship with Continental. Please feel free to contact Tracy +Ramsey directly at #(713)-646-8311 with any further questions regarding +Enron's buy side relationship with Continental. Ramsey is the Global +Strategic Sourcing, Portfolio Leader, who manages the Continental +relationship. + +Enron Buy Side with Continental: + +Current Enron US spend on Continental airline tickets was approximately $40 +million in FY 1999 and $17.5 million for the first six months of 2000. + +Enron Sell Side with Continental: + +Additionally, Enron has a strong relationship with Continental's Fuel +Management company. Specifically, Enron has been hedging Continental's crude +oil over the past 2+ years. Value to Enron has been over $9 million; value +to Continental has been over $45 million since 1999. Enron Global Markets is +currently exploring several other business propositions with Continental +Airlines in the following areas of financial risk management: weather +derivatives, plastics hedging, and on-line jet swaps. Enron Energy Services +is exploring an energy (electric commodity) deal with Continental as well. + +Mr. Dyson, please don't hesitate to call if I can be of further assistance +regarding these sell side opportunities. + +Sarah-Joy Hunter +Manager, Global Strategic Sourcing Business Development +Enron Corporation +#(713)-345-6541" +"arnold-j/all_documents/450.","Message-ID: <4459624.1075857577187.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 05:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks...anxiously awaiting + + + + +Andy Zipper@ENRON +08/16/2000 09:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Yeah yeah I know.... + +The roll out for phase II EOL is (for now) 8/28/00. Options are qeued next +after that. Unfortu ately I wish I could give you a hard date, but it is out +of my hands and in Jay Webb's shop. I am pushing as hard as I can but Louise +has set phase II as the priority. I know this sounds like a lame excuse, but +I don't know what else to say. The application is built, it just needs to be +tested. Please don't get too frustrated and keep the pressure up on us. + +Andy + + + +" +"arnold-j/all_documents/451.","Message-ID: <25864451.1075857577209.JavaMail.evans@thyme> +Date: Wed, 16 Aug 2000 00:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Just checking on the options. Any idea on rollout date? +John" +"arnold-j/all_documents/452.","Message-ID: <6166063.1075857577230.JavaMail.evans@thyme> +Date: Sat, 12 Aug 2000 05:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Congrats on your new job.." +"arnold-j/all_documents/453.","Message-ID: <16948003.1075857577252.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: john.arnold@enron.com +To: dave.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: dave forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +Can you modify the code that disallows at choice market. Sometimes the +system will allow me to make a choice market by lowering my offer, sometimes +it won't. The system will never allow me to raise a bid to make a choice +market. I use this feature when + +The sytem should continue to disallow inverted markets, a market where the +bid is greater than the offer." +"arnold-j/all_documents/454.","Message-ID: <1525385.1075857577274.JavaMail.evans@thyme> +Date: Thu, 10 Aug 2000 11:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: soblander@carrfut.com +Subject: Re: daily charts 8/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: SOblander@carrfut.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Scott: +Congrats on some great tech analysis of late. You've called it near +perfectly over the past month. + +John + + + + +SOblander@carrfut.com on 08/10/2000 07:04:53 AM +To: soblander@carrfut.com +cc: +Subject: daily charts 8/10 + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now in the most recent version of Adobe Acrobat 4.0 and they +should print clearly from Adobe Acrobat Reader 3.0 or higher. Adobe Acrobat +Reader 4.0 may be downloaded for FREE from www.adobe.com. + +(See attached file: ngas.pdf)(See attached file: crude.pdf) + - ngas.pdf + - crude.pdf + +" +"arnold-j/all_documents/455.","Message-ID: <1570951.1075857577295.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 10:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: susan.wood@enron.com +Subject: suicide at press conference +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Susan Wood +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/09/2000 05:47 +PM --------------------------- + + +""Zerilli, Frank"" on 08/09/2000 08:49:34 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: suicide at press conference + + + + + suicide + + - suicide.avi +" +"arnold-j/all_documents/456.","Message-ID: <29192280.1075857577317.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 07:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: pamela.sonnier@enron.com +Subject: Re: Carr Futures Presentation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Pamela Sonnier +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I will not be able attend but Errol will be there in my place. +Thanks, +John + + +PAMELA +SONNIER +08/09/2000 10:27 AM + +To: David P Dupre/HOU/ECT@ECT, Larry Joe Hunter/HOU/ECT@ECT, Dutch +Quigley/HOU/ECT@ECT, Errol McLaughlin/Corp/Enron@ENRON, Dart +Arnaez/HOU/ECT@ECT, DeMarco Carter/Corp/Enron@ENRON, Aneela +Charania/HOU/ECT@ECT, Theresa T Brogan/HOU/ECT@ECT, Shifali +Sharma/NA/Enron@Enron, Bob Bowen/HOU/ECT@ECT, John Weakly/Corp/Enron@ENRON, +Curtis Smith/HOU/ECT@ECT, Jeremy Wong/HOU/ECT@ECT, Jennifer K +Longoria/HOU/ECT@ECT, Patricia Bloom/HOU/ECT@ECT, Bob Klein/HOU/ECT@ECT, +Gerri Gosnell/HOU/ECT@ECT, Spencer Vosko/HOU/ECT@ECT, John +Wilson/NA/Enron@ENRON, John Arnold/HOU/ECT@ECT +cc: Jefferson D Sorenson/HOU/ECT@ECT, Maria Sandoval/HOU/ECT@ECT +Subject: Carr Futures Presentation + +Your attendance is requested for this Carr presentation Friday, August 11th +in 32C2 at 11:30a. + +Jeff Koehler, Senior VP of Global Client Services along with Scott Oblander, +Assistant VP, Energy Division and Hamilton Fonseca, VP, Customer Support +will be in our office on Friday. +These gentlemen will be here to demonstrate Carr's electronic clearing +capabilities. +This presentation is for Enron's mid/back office and IT personnel that are +involved in exchange traded futures and options. The presentation is real +time via the internet and takes approximately 1 1/2 to 2 hours depending on +the number of questions that are raised. +Lunch will be served and we look forward to seeing each of you present. If +for any reason you are unable to attend please inform me that I might order +lunch accordingly. + +Thank You. + +Pamela Sonnier +(x3 7531) + +" +"arnold-j/all_documents/457.","Message-ID: <1758352.1075857577338.JavaMail.evans@thyme> +Date: Wed, 9 Aug 2000 04:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx + + + + +Liz M Taylor +08/09/2000 08:54 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hi Johnny, + +I was out yesterday and did not receive your message until now. However, I +did not have any tickets. I'll make it up to you. Let me know when you +would like to attend a game. + +Liz + + + +John Arnold +08/08/2000 01:45 PM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: + +Hey: +Do you have any extras for tonight's game? +John + + +PS. How's you bowl + + + + +" +"arnold-j/all_documents/458.","Message-ID: <24727432.1075857577360.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 10:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: Forward-forward Vol Implementation Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello, +Just checking to see if things are progressing as scheduled. +Thanks, +John + + + + + + From: Vladimir Gorny 07/31/2000 06:35 PM + + +To: John J Lavorato/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Debbie R Brackett/HOU/ECT@ECT, Frank +Hayden/Corp/Enron@Enron, Stephen Stock/HOU/ECT@ECT +cc: +Subject: Forward-forward Vol Implementation Plan + +Plan of action for implementation of the VaR methodology change related to +forward-forward volatilities: + +1. Finalize the methodology proposed (Research/Market Risk) - Done + +2. Testing of the new methodology for the Natural Gas Desk in Excel (Market +Risk) - Done + +3. Get approval for the methodology change from Rick Buy (see draft of the +memo attached) - John Lavorato and John Sherriff - by 8/7/00 + + + + - John Lavorato, any comments on the memo? + - Would you like to run this by John Sherriff or should I do it? + +4. Develop and implement the new methodology in a stage environment +(Research/IT) - by 8/14/00 + +5. Test the new methodology (Market Risk, Traders) - by 8/27/00 + +6. Migrate into production (Research/IT) - 8/28/00 + +Please let me know if this is reasonable and meets everyone's expectations. +Vlady. + +" +"arnold-j/all_documents/459.","Message-ID: <22318688.1075857577383.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 10:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Reuters Story on E-Exchange +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/08/2000 05:54 +PM --------------------------- + + +""Zerilli, Frank"" on 08/08/2000 08:17:19 AM +To: ""David D'alessandro (E-mail)"" , +""'jarnold@enron.com'"" +cc: ""Glynn,Kevin"" , ""Wolkwitz, Rick"" +, ""Kelly, Joseph"" +Subject: Reuters Story on E-Exchange + + +By Fiona O'Brien + LONDON, Aug 8 (Reuters) - The head of the largest yet Internet +exchange for energy products said it will combine traditional anonymity +with transparency to give traders a better overview of market activity. + The InterContinentalExchange (ICE), an Atlanta-based venture +initiated by seven major oil companies and banks is due to launch August +24 for trade in precious metals swaps, with energy products trade to go +live soon afterwards. + While market transparency will increase as dealers used to +over-the-counter (OTC) telephone-based market trade on a screen, users +of the ICE will remain nameless up until the point of trade, Jeffrey +Sprecher, ICE's chief executive officer told Reuters in an interview. + ""As soon as you hit the deal, the system reveals both +counterparties,"" he said. ""The real strength is that you (still) get the +ability to manage your own counterparties. + ""You can list all of the people you want to do business with and put +in the credit terms under which you will do business."" + This information will then be processed by what Sprecher called a +""giant matrix"" within the system. + ""(At the moment) people in the over-the-counter market aren't sure +they have ever seen the entire market,"" he said. + ""(On the ICE), deals you can do will appear in white and deals you +can't do will be in grey, but you can see the entire market."" + Giving players a fuller complement of figures than they are currently +aware of in a telephone-dominated market should increase market +transparency, as they can keep abreast of the activities of dealers who +fall outside their own trading criteria, Sprecher said. + The exchange is expected to function in real time around the clock +and will be accessible via the public internet or a private network +connection. + Initial liquidity will be provided by founder members BP Amoco +, Deutsche Bank , Goldman Sachs , Morgan Stanley +Dean Witter , Royal Dutch/Shell , Societe Generale + and TotalfinaElf . + Shell runs the industry's largest international oil trading operation +and Goldman Sachs' J.Aron commodities arm last year was dominant +internationally in unregulated OTC oil derivatives. + Late in July the original cast was joined by six gas and power +companies, American Electric Power Utilicorp's Aaquila Energy + Duke Energy El Paso Energy , Reliant Energy + and Southern Company Energy Marketing . + Sprecher said continued liquidity would be ensured by the fact that +the founding members will pay fees even if they do not trade and will +face additional penalties if they fail to live up to their commitment to +trade a minimum volume. + + TRADERS STILL TO DO OWN CLEARING + As well as increasing awareness of market moves, Sprecher believes +trading over the Internet could boost trading profits. +""The economics (of the system) will be driven by the fact that a +paperless back office can really save a lot of money,"" he said. + However such savings on trading the ICE appear some way off given +that dealers will initially have to continue using their own clearing +systems, as they do in current OTC systems. + Under the ICE, once a deal has been struck both counterparties will +receive an electronic deal ticket which will then go through those +players' own risk management systems. + But the exchange is eager to look at ways of introducing its own +clearing system. + ""No one really knows how at the moment,"" Sprecher said. ""There might +be some hybrid between traditional exchange clearing and what now exists +peer to peer."" + In terms of participation costs, no membership fees will be incurred +except those associated with trading. Membership is open to any +commercial market participant. + Each product will have its own published commission schedule, which +Sprecher assessed at ""slightly below the best prices someone would pay +in the voice broker business"". ((London newsroom +44 20 7542 7930) + +For related news, double click on one of the following codes: +[O] [E] [ACD] [U] [ELE] [ELN] [UKI] [EMK] [MD] [CRU] [PROD] [ELG] [NGS] +[WWW] [US] [GB] [FR] [DE] [BNK] [DRV] [EUROPE] [WEU] [MEAST] [LEN] +[RTRS] +[BPA.L\c] [DBKGn.DE\c] [GS.N\c] [MWD.N\c] [SHEL.L\c] [SOGN.PA\c] + +For related price quotes, double click on one of the following codes: + + +Tuesday, 8 August 2000 13:24:31 +RTRS [nL08439249] + + +" +"arnold-j/all_documents/46.","Message-ID: <20470834.1075849625122.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 08:32:00 -0800 (PST) +From: craig.brown@enron.com +To: sarah-joy.hunter@enron.com +Subject: Sonoco Conference Update +Cc: jennifer.medcalf@enron.com, derryl.cleaveland@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, derryl.cleaveland@enron.com +X-From: Craig H Brown +X-To: Sarah-Joy Hunter +X-cc: Jennifer Medcalf, Derryl Cleaveland +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Sarah-Joy: + +Here is the update from the conference I attended. + + + + + + +I would like to put together a task force to address the Enron/Sonoco +opportunities exclusive of what EES is doing and make the proposal to Sonoco +before year end. + + +Regards, + +Craig" +"arnold-j/all_documents/460.","Message-ID: <5208243.1075857577405.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 07:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: george.ellis@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: george.ellis@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +67 + + + + +george.ellis@americas.bnpparibas.com on 08/08/2000 09:32:47 AM +To: george.ellis@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Weekly AGA Survey + + + + + +Good Morning, + +Here are this week's stats: + +AGA Last Year +45 +5 yr AVG +67 +Lifetime High +80 1996 +Lifetime Low +45 1999 +Gas in STGE 1920 +5yr AVG 2132 ++/- to 1999 -386 ++/- to 5yr AVG -212 + + +Please have your estimates in by Noon (11:00 CST) tomorrow. Thanks. + +(Embedded image moved to file: pic24924.pcx) + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + + - pic24924.pcx + +" +"arnold-j/all_documents/461.","Message-ID: <24991202.1075857577427.JavaMail.evans@thyme> +Date: Tue, 8 Aug 2000 06:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Do you have any extras for tonight's game? +John + + +PS. How's you bowl" +"arnold-j/all_documents/462.","Message-ID: <26311855.1075857577448.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 03:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: Re: HeHub Basis Sep00 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yes, I managed it while she was on vacation. + + + + +David Forster@ENRON +08/07/2000 10:01 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: HeHub Basis Sep00 + +I note that Sandra Brawner is managing this product today, but your ID had it +Friday night. + +Does this sound right? + +Dave + +---------------------- Forwarded by David Forster/Corp/Enron on 08/07/2000 +10:01 AM --------------------------- + + +David Forster +08/04/2000 08:18 PM +To: John Arnold/HOU/ECT@ECT +cc: + +Subject: HeHub Basis Sep00 + +Was live as of 8:15 this evening. + +I suspended it. + +Dave + + + +" +"arnold-j/all_documents/463.","Message-ID: <9490489.1075857577469.JavaMail.evans@thyme> +Date: Mon, 7 Aug 2000 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: jpotieno@cmsenergy.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: jpotieno@cmsenergy.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +JP: +Hope things are going well. +I'm trying to get the email address of your new partner, Tracy. +If you have, can you forward? +Thx, +John" +"arnold-j/all_documents/464.","Message-ID: <22433663.1075857577491.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 09:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Houston Street +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Although I would prefer to see the counterparty name for failed transactions, +it is not of great importance and I certainly understand a third party system +not supplying us with that info. + + + + +Andy Zipper@ENRON +07/31/2000 01:51 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Houston Street + +John, + +As you are probably aware we did a click through deal with Houston Street, +whereby EOL prices would be posted on their platform. The initial thought was +that this would be transparent to the trading desks; they wouldn't care +whether the trade came from Houston Street, True Quote or EOL (although we +could make the platform name available to you if you so desired.) This still +will be the case except for one problem: Houston Street does not want us to +reveal the counterparty name to the trader in the event of a failed +transaction. I don't know whether this is an issue for you or not, but I +would like to know. We will probably run into this issue with any platform we +deal with for obvious anonymity reasons. I would really appreciate your +thoughts/concerns. + +-Andy + +" +"arnold-j/all_documents/465.","Message-ID: <24990970.1075857577513.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 09:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: phil.clifford@enron.com +Subject: Re: west africa +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Phil Clifford +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thx + + + + +Phil Clifford +08/02/2000 04:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: west africa + + +thought you might find this interesting. looks like heavy tropical wave +moving off the coast. + +http://www.intellicast.com/Tropical/World/UnitedStates/AtlanticLoop/ + +" +"arnold-j/all_documents/466.","Message-ID: <22419196.1075857577535.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 09:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: barbara.lewis@enron.com +Subject: Re: SCHEDULE - Stephen Bennett +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Barbara Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am leaving early on Friday. If they want I'll try to talk to the kid for +15 minutes around lunch. +John +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 03:55 +PM --------------------------- + + +Kevin G Moore +08/01/2000 01:22 PM +To: Toni Graham/Corp/Enron@ENRONVince J Kaminski/HOU/ECT@ECT, Mike A +Roberts/HOU/ECT@ECT, Jose Marquez/Corp/Enron@ENRON, Shirley +Crenshaw/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Kimberly Hillis/HOU/ECT@ectBETTY CONEWAY +cc: +Subject: Re: SCHEDULE - Stephen Bennett + +Hello, +I have several changes. + +Vince Kaminski 9:00-10:00 Conf.EB19C1 + +Toni Graham 10:00-11:00 Conf.EB32C2 + +Mike Roberts and Jose Marquez - Lunch + +Mark Tawney 1:00-1:30 Conf.EB32C2 + +Grant Masson 1:45-2:10 Conf.EB19C1 + +Stinson Gibner 2:15-2:30 Conf.EB19C1 + +Maureen Raymond 2:30-2:45 Conf.EB19C1 + +Hunter Shively 3:00-3:15 EB3241 + +Jeff Shankman 3:15-3:30 EB3241 + +John Arnold 3:30-3:45 EB3241 + + +Please call me at x34710 with any questions or new information. + + + Thanks + Kevin +Moore +" +"arnold-j/all_documents/467.","Message-ID: <16716984.1075857577556.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 08:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: mailreply@idrc.org +Subject: Re: Sydney Olympics & IDRC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: mailreply @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take me off email list. + + + + +mailreply on 08/03/2000 09:15:53 AM +To: jarnold@ei.enron.com +cc: +Subject: Sydney Olympics & IDRC + + +Planning to attend the Olympics in Sydney, Australia? + +Here is a networking opportunity for our international IDRC visitors to +experience some warm Aussie hospitality. + +The Sydney Chapter would love to offer our international IDRC members an +opportunity to combine the Olympics with a real Aussie Bush Barbeque in one +of our National Parks close to Sydney. + +The Chapter has set aside Thursday, 14 September 2000 for an IDRC +International ""Wine & Wisdom"" event in the form of a Bush BBQ. The time is +4:00 - 6:00 pm for a BBQ, a little informal information sharing, and some +warm Aussie hospitality. + +Just let us know who you are, how we can contact you, your particular social +or business interest, and we will be in touch with more detail. It's then up +to you! + +Contact John Fox, IDRC Australia Regional Director, tel (612) 9977 0732, +email: john.fox@idrc.org + +Regards, + +Bruce Richards +Australia Regional Council Chair + +John Fox +Australia Regional Director + +Visit our website for news and information www.idrc.org + +" +"arnold-j/all_documents/468.","Message-ID: <11102637.1075857577578.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 08:51:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The following is a summary of the trades EES did today: + + # buys # sells +Sep 5 / day 5 / day +Oct 4 / day +Nov-Mar 3 / day 2 / day +Apr-Oct 1.5 / day 2.5 / day + +Total contracts traded = 2045 + +Thought you should know... +John" +"arnold-j/all_documents/469.","Message-ID: <5834560.1075857577599.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 08:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com, david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster, David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +There is one feature that has not been transferred to the new stack manager. +When I sort by both counterparty and product at the bottom of the screen, the +position summary does not sort by both product and counterparty, just by +product. It would be very useful if you can replace this. +Thanks, +John" +"arnold-j/all_documents/47.","Message-ID: <19730870.1075849625148.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 10:39:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: ravi.thuraisingham@enron.com, patrick.tucker@enron.com, + matt.harris@enron.com, gerry_cashiola@hp.com, chris_roberson@hp.com, + randy_smith@hp.com, moe.barbarawi@enron.com, peter.goebel@enron.com, + jeff.youngflesh@enron.com +Subject: Hewlett Packard/Enron Conference call regarding STORAGE SERVICES + 12/7 at 10 AM CST CANCELLED +Cc: jennifer.medcalf@enron.com, sally.slaughter@enron.com, greg_pyle@hp.com, + bill_lovejoy@hp.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, sally.slaughter@enron.com, greg_pyle@hp.com, + bill_lovejoy@hp.com +X-From: Sarah-Joy Hunter +X-To: Ravi Thuraisingham, Patrick Tucker, Matt Harris, gerry_cashiola@hp.com, chris_roberson@hp.com, randy_smith@hp.com, Moe Barbarawi, Peter Goebel, Jeff Youngflesh +X-cc: Jennifer Medcalf, Sally Slaughter, greg_pyle@hp.com, bill_lovejoy@hp.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Conference call participants: + +At Ravi Thuraisingham's request due to an unanticipated business trip, the +conference call regarding storage initiatives set for 12/7 at 10 AM CST has +been cancelled. As soon as Ravi proposes an alternative time, we will +reschedule the conference call. + +Sarah-Joy Hunter +#(713)-345-6541 +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/06/2000 +06:36 PM --------------------------- + + +Sarah-Joy Hunter +11/30/2000 05:45 PM +To: Ravi Thuraisingham/Enron Communications@Enron Communications, Patrick +Tucker/Enron Communications@Enron Communications, Matt Harris/Enron +Communications@Enron Communications, gerry_cashiola@hp.com, +chris_roberson@hp.com, randy_smith@hp.com, Moe Barbarawi/Enron +Communications@Enron Communications, Peter Goebel/NA/Enron@Enron, Jeff +Youngflesh/NA/Enron@ENRON +cc: Jennifer Medcalf/NA/Enron@Enron, Sally Slaughter/Enron +Communications@Enron Communications, greg_pyle@hp.com, bill_lovejoy@hp.com + +Subject: Hewlett Packard/Enron Conference call regarding STORAGE SERVICES +12/7 at 10 AM CST + + +A conference call regarding STORAGE SERVICES will be held Thursday, December +7th from 10-11AM CST. Please note the conference call in and passcode +numbers below. + + Ravi Thuraisingham, Director, Enron Broadband Services (EBS) will lead +discussions regarding EBS' storage initiatives and Chris Roberson, Hewlett +Packard Storage Solutions Architect, will lead HP storage solutions +discussions. Matt Harris, Vice President, EBS and Patrick Tucker, Manager, +EBS are leading the origination efforts between HP and Enron. + +Conference Call Dial Up Number: 1-800-991-9019 +Passcode #: 6835918 # (Note: the # sign must be input after the passcode) + + +Subsequent to the conference call, future meetings and strategy on Enron/HP +storage initiatives will be decided. +Please call if any questions or agenda changes + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing, Business Development +#(713)-345-6541. +" +"arnold-j/all_documents/470.","Message-ID: <15414367.1075857577620.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 02:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +z/f 10/12" +"arnold-j/all_documents/471.","Message-ID: <29064380.1075857577642.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: coopers@epenergy.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: coopers@epenergy.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Do you have JP's email address? + +John" +"arnold-j/all_documents/472.","Message-ID: <33169839.1075857577664.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: sgtcase@aol.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sgtcase@aol.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:34 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/all_documents/473.","Message-ID: <12152922.1075857577686.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: brian.hoskins@enron.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Brian Hoskins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:31 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/all_documents/474.","Message-ID: <8347008.1075857577707.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:24 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/all_documents/475.","Message-ID: <30648265.1075857577729.JavaMail.evans@thyme> +Date: Thu, 3 Aug 2000 00:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: fzerilli@powermerchants.com +Subject: wv love story +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: fzerilli@powermerchants.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/03/2000 07:22 +AM --------------------------- + +Matthew Arnold + +08/02/2000 06:46 PM + +To: John Arnold/HOU/ECT@ECT, Tom Mcquade/HOU/ECT@ECT +cc: +Subject: wv love story + + +---------------------- Forwarded by Matthew Arnold/HOU/ECT on 08/02/2000 +06:44 PM --------------------------- + + +Jonathon Pielop +07/31/2000 07:55 AM +To: Mo Bawa/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Brian +O'Rourke/HOU/ECT@ECT +cc: +Subject: + + + + +" +"arnold-j/all_documents/476.","Message-ID: <11316017.1075857577750.JavaMail.evans@thyme> +Date: Wed, 2 Aug 2000 09:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.dupre@enron.com +Subject: Re: Guest +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David P Dupre +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +That is fine...Just make sure you ensure the confidentiality of the floor is +not compromised. Do not let him see any EOL entry screens. +Thanks, +John + + + + +David P Dupre +08/02/2000 02:09 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guest + +I have a friend at Prudential Securities who is interested in visiting the +trading floors this week. + +He is in my capacity (back office) at Pru. + +Please let me know, + +Thanks +David +3-3528 +Steno: 275 + +" +"arnold-j/all_documents/477.","Message-ID: <1788523.1075857577772.JavaMail.evans@thyme> +Date: Wed, 2 Aug 2000 03:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: baby +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/02/2000 10:46 +AM --------------------------- + + +""Zerilli, Frank"" on 08/01/2000 02:58:03 PM +To: ""Kelly, Joseph"" , ""Marcotte, Tom"" +, ""Lynch, Justin"" , +""Fioriello, John"" , ""Dennis, Robert"" +, ""Glynn,Kevin"" , +""Leo, Andre"" , ""Sergides, Melissa"" +, ""Bill Horton (E-mail)"" , +""Lew G. Williams (E-mail)"" , ""Lew G. Williams +(E-mail 2)"" , ""Christine Zerilli (E-mail)"" +, ""Sharon C. Zerilli (E-mail)"" +, ""Stacey & Dave Hoey (E-mail)"" , +""Jeannine & Rob Votruba (E-mail)"" , ""Pat Creem +(E-mail)"" , ""josh Faber (E-mail)"" +, ""Jason D'alessandro (E-mail)"" , +""David D'alessandro (E-mail)"" , ""Eric Carlstrom +(E-mail)"" , ""Sean Jacobs (E-mail)"" + +cc: ""'jarnold@enron.com'"" +Subject: baby + + + + + baby + + - baby.mpg +" +"arnold-j/all_documents/478.","Message-ID: <28502302.1075857577794.JavaMail.evans@thyme> +Date: Wed, 2 Aug 2000 01:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily crude & nat gas charts and nat gas strip matrix 8/2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/02/2000 08:02 +AM --------------------------- + + +SOblander@carrfut.com on 08/02/2000 06:41:29 AM +To: soblander@carrfut.com +cc: +Subject: daily crude & nat gas charts and nat gas strip matrix 8/2 + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now in the most recent version of Adobe Acrobat 4.0 and they +should print clearly from Adobe Acrobat Reader 3.0 or higher. Adobe Acrobat +Reader 4.0 may be downloaded for FREE from www.adobe.com. + +Mike Heffner will be on vacation the rest of this week. No charts until +Monday. + +(See attached file: Stripmatrix.pdf)(See attached file: ngas.pdf)(See +attached file: crude.pdf) + - Stripmatrix.pdf + - ngas.pdf + - crude.pdf +" +"arnold-j/all_documents/479.","Message-ID: <15132885.1075857577815.JavaMail.evans@thyme> +Date: Tue, 1 Aug 2000 08:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: barbara.lewis@enron.com +Subject: Re: SCHEDULE - Stephen Bennett +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Barbara Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 08/01/2000 03:34 +PM --------------------------- + + +Kevin G Moore +08/01/2000 01:22 PM +To: Toni Graham/Corp/Enron@ENRONVince J Kaminski/HOU/ECT@ECT, Mike A +Roberts/HOU/ECT@ECT, Jose Marquez/Corp/Enron@ENRON, Shirley +Crenshaw/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, +Kimberly Hillis/HOU/ECT@ectBETTY CONEWAY +cc: +Subject: Re: SCHEDULE - Stephen Bennett + +Hello, +I have several changes. + +Vince Kaminski 9:00-10:00 Conf.EB19C1 + +Toni Graham 10:00-11:00 Conf.EB32C2 + +Mike Roberts and Jose Marquez - Lunch + +Mark Tawney 1:00-1:30 Conf.EB32C2 + +Grant Masson 1:45-2:10 Conf.EB19C1 + +Stinson Gibner 2:15-2:30 Conf.EB19C1 + +Maureen Raymond 2:30-2:45 Conf.EB19C1 + +Hunter Shively 3:00-3:15 EB3241 + +Jeff Shankman 3:15-3:30 EB3241 + +John Arnold 3:30-3:45 EB3241 + + +Please call me at x34710 with any questions or new information. + + + Thanks + Kevin +Moore +" +"arnold-j/all_documents/48.","Message-ID: <31850976.1075849625171.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 00:05:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: broadband solutions architect _hurray! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer: + +Hope the London trip is going well! Thanks for the suggestion below which +was perfect. Mr. Thompson called yesterday to confirm that he would be +working with me to schedule a conference call with the two Kinko's contacts +early next week. I'm glad I came in last Friday to send out those e-mails to +him. + +Thanks again for the suggestion. + +SJ +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 +08:03 AM --------------------------- + + +JENNIFER MEDCALF +12/04/2000 11:46 PM +To: Sarah-Joy Hunter/NA/Enron +cc: + +Subject: Re: broadband solutions architect + +Sarah-Joy, +I would hold this info and let Mr. Thompson determine if he needs more info. +He will get back to you for clarification if he has a hard time. You can +also use this information when Mr. Thompson tells you who is the right person +you can verify by asking questions from the information below. +Jennifer + + + + Sarah-Joy Hunter + 12/02/2000 12:23 PM + + To: Jennifer Medcalf/NA/Enron@Enron + cc: + Subject: broadband solutions architect + + +Jennifer: + +Mike Rabon had just forwarded to me this helpful synopsis of the opportunity +with Kinko's as he sees it. I would like to forward this on to James +Thompson to assist him in targeting the right person for us to work with (and +cc Mike Rabon). Is this a good idea to forward on the e-mail or is it +overkill given the e-mail I sent yesterday? Second, could I mention ""Gary +King"" Mike Rabon's Kinko's contact in the e-mail? + +Thanks for your suggestion! SJ + + + + +Mr. Thompson: + +Here are several ""touchpoints"" identified by Mike Rabon, the Enron Broadband +Services originator, which may facilitate your finding the appropriate +broadband solutions architect at Kinko's. You may recall having met Mike +Rabon in the October 6th meeting. + +Kinko's has an IP network today with access to all branches. Kinko's had +expressed the need to add more hubs to that network and make some changes to +it in the spring 2001 time frame. Enron's goal would be to make a needs +assessment for the desired structure that Kinko's would like to see as it +pertains to: +Near term network planning. +IP Transport - Capacity requirements for Mbps, and burst potential. +IP Transit - Capacity requirements and current contract usage for internet +transit. Kinkos.com in particular has a high potential for IP transit +capacity. +Storage - As the hubs and branch numbers grow, there may be a need for +managed storage. Enron's solution will reduce, or eliminate the need to buy +storage devices. Mike Rabon would like to speak with someone at Kinko's about +your storage strategy and growth. +Collocation - There is a substantial opportunity for Enron to provide the +actual space to be used for the hubs, as well as the IP transport from the +hubs. +Interactive Video - Enron's IPNet Connect product will allow high quality +H.323 video conferencing at bandwidths well above 768K. Utilizing the Enron +IPNet Connect network installed to branches can allow video costs to be +significantly reduced, and allow much higher video quality. Enron's +utilization of IP precedence will allow business traffic, internet traffic +and video traffic to traverse the same network. Mike Rabon would like to +speak to the Video Conferencing product manager. +Risk Management - Enron's expertise in Risk Management needs to be +communicated to the proper person. + + + + + + +" +"arnold-j/all_documents/480.","Message-ID: <29374467.1075857577837.JavaMail.evans@thyme> +Date: Tue, 1 Aug 2000 04:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fyi +jan red jan 32/33 with sep @392" +"arnold-j/all_documents/481.","Message-ID: <10312496.1075857577859.JavaMail.evans@thyme> +Date: Mon, 31 Jul 2000 08:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlade: +I have not heard back from you. What is the schedule for changing the VAR +process? +Please reply, +John" +"arnold-j/all_documents/482.","Message-ID: <13492728.1075857577880.JavaMail.evans@thyme> +Date: Mon, 31 Jul 2000 05:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fyi: +Jan Red Jan trading 28.5 with Sep @ 381" +"arnold-j/all_documents/483.","Message-ID: <11434710.1075857577901.JavaMail.evans@thyme> +Date: Mon, 31 Jul 2000 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +What's the update on Larry May's VAR issues. Again, this is a priority as +we will lose Lavorato's VAR soon. +Thanks, +John" +"arnold-j/all_documents/484.","Message-ID: <16952913.1075857577922.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: ALS Charity - It's Time to Collect +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Liz: +Come by anytime... +Thanks, +John + + + + +Liz M Taylor +07/25/2000 05:22 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ALS Charity - It's Time to Collect + +John, + +Thank you for sponsoring me for ALS (Lou Gehrig's disease). I need to turn +all funds in by Wednesday, July 26. Please make your check payable to +""MDA."" (Cash is also accepted.) Call me when ready and I'll come collect or +send to EB2801e. + +Many Thanks, + +Liz Taylor x31935 +EB2801e + +John Arnold $100.00 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/485.","Message-ID: <16939942.1075857577944.JavaMail.evans@thyme> +Date: Wed, 26 Jul 2000 00:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: Re: FW: trading with Campbell +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: FW: trading with Campbell + +FYI. I spoke with Steve. Seems like they have not been successful with plan +A, i.e. to get their investors to give them authority to trade OTC as well as +futures. They have moved on to plan B which is to take one of their domestic +funds (approx. $500mm under mgt) off the floor (futures only) and into OTC +trading. Still has the rating problem with Enron, but I am trying to get him +to arrange a conference call with their CFO so I can discuss ways around it. +He will try to do so this week. Mind you, I left it at this point the last +time I spoke with him a couple of months ago and it seemed to stall. I'll +keep chasing it. Per + + + + +John Arnold +07/07/2000 08:50 AM +To: Per Sekse/NY/ECT@ECT +cc: +Subject: Re: FW: trading + +Per: +I've talked to him several times in the past. I told him that you would call +because of your experience with setting up funds. They have two main +problems. One is setting up their internal systems. Second, they have +credit problems with a BBB+. +Please call and introduce yourself. +Thanks, +john + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: FW: trading + +John, did you answer him or should I respond? Per + + + +John Arnold +06/26/2000 05:18 PM +To: Per Sekse/NY/ECT@ECT +cc: +Subject: FW: trading + + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/26/2000 04:17 +PM --------------------------- + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List + + + + + + + + + + + + +" +"arnold-j/all_documents/486.","Message-ID: <252170.1075857577968.JavaMail.evans@thyme> +Date: Mon, 24 Jul 2000 08:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: barbara.lewis@enron.com +Subject: Schedule Interview for Stephen Bennett +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Barbara Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 07/24/2000 03:16 +PM --------------------------- + + +Kevin G Moore +07/24/2000 01:09 PM +To: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Jose +Marquez/Corp/Enron@ENRON, Shirley Crenshaw/HOU/ECT@ECT, Jeffrey A +Shankman/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, +Barbara Lewis/HOU/ECT@ECT, Kimberly Hillis/HOU/ECT@ect +cc: +Subject: Schedule Interview for Stephen Bennett + +Friday , August 4,2000 + +Interview begins at 9:00 a.m. + + +9:00 a.m. Vince Kaminski - EB1962 + +10:00 a.m. John Lavarato - No Interview + +11:15 a.m. Mike Roberts / Jose Marquez + (Luncheon Interview) +3:00 p.m. Hunter Shively - EB32C2 + +3: 15 p.m. Jeff Shankman - EB32C2 + +3:30 p.m. John Arnold - EB32C2 + +3:45 p.m. Toni Graham- + +Itinerary and Resume will follow ...... + + + Thanks + Kevin Moore +Please note: DO NOT OFFER Mr. Bennett a position without JOHN LAVARATO +APPROVAL +" +"arnold-j/all_documents/487.","Message-ID: <10363810.1075857577994.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Stress Testing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +One of the most likely scenarios for a VAR blowout would be a severe cold +front hitting the country in the middle to latter part of the winter. In +such a circumstance, cash may separate from prompt futures similar to how +Midwest power traded $5000+ on specific days last year while prompt futures +were $200. The correlation between prompt and cash is normally very strong, +and is indicated by the small VAR associated with a spread position +currently. But in the winter that may change. +Another thing to keep in mind while developing this scenario is the +assymetric risk presented by having a spread position on. Assuming we enter +the winter with normal to below normal storage levels, a position of long +cash, short prompt futures has a long tail only on the positive p&l side. +While such a trade in an efficient market has expected payout of 0, the +payout probabilities may look like the following: + +20% $ -.05 +40% $ -.02 +20% $ 0 +19% $ .03 +1% $ 1 + + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 07/20/2000 02:12 PM + + +To: Fletcher J Sturm/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: Stress Testing + +RAC is working on developing some ""canned"" stress tests regarding VaR. For +example, one test could be called ""hurricane"", were the prompt month is +""stressed"" on both price and vols, holding all other inputs constant. + +Anyway, I would like to know of any likely/realistic stress scenarios you can +think of.... + +Let me know, +Frank + +" +"arnold-j/all_documents/488.","Message-ID: <3505066.1075857578016.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: VaR Methodology Change +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlady: +The plan looks good. Can you please attach a time schedule to the different +steps and send it back. +Thanks, +John + + + + + + From: Vladimir Gorny 07/17/2000 07:30 PM + + +To: John J Lavorato/Corp/Enron@Enron, Ted Murphy/HOU/ECT@ECT, Vince J +Kaminski/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: VaR Methodology Change + +Gentlemen, + +Below is a plan of action for moving along with the VaR methodology change +related to forward-forward volatility: + +1. Finalize the methodology proposed (Research/Market Risk) + + - determine the time period used to calculated forward-forward vols vs. +correlations (20 days vs. 60 days) + - stabilize the calculation for curves and time periods where the curve does +not change based on historical prices, implying volatility of 0% + +2. Get approval for the methodology change from Rick Buy (see draft of the +memo attached) - John Lavorato and John Sherriff + + + +3. Develop and implement the new methodology in a stage environment +(Research/IT) + +4. Test the new methodology (Market Risk, Traders) + +5. Migrate into production (Research/IT) + +Please let me know if this is reasonable and meets everyone's expectations. +Vlady. + +" +"arnold-j/all_documents/489.","Message-ID: <21632148.1075857578038.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: debbie.flores@enron.com +Subject: Re: FALL RECRUITING TEAM LISTINGS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Debbie Flores +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +VP +ENA +Nat Gas Trading +3-3230 + + + + + + Debbie Flores + 07/18/2000 09:01 AM + +To: James Armstrong/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: FALL RECRUITING TEAM LISTINGS + + + + +I am needing to update the following information for Beth Miertschin's Fall +Recruiting team listings. + +Please forward me the following: + +Title +Company +Business Unit/Function +Extension +Location + +Your response is greatly appreciated. + +Debbie Flores +Recruiting Coordinator +Analyst Program + + + +" +"arnold-j/all_documents/49.","Message-ID: <25516467.1075849625194.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:53:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +I had forgotten to invite Roy, but I did tell him about the meeting, and he +was OK w/getting the notes after the fact. I also told him I would not +forget to keep him in the loop and invited to any future meetings. + +As for Ron Smith, I really have egg on my face. I totally forgot about Ron +(I was thinking only Instromet, and S-J was running with that). I think that +in my excitement and effort to get this meeting put together, I overlooked a +few important details. I will certainly do a better job next time! + +Thanks for the reminder! + +JY +p.s. I was unable to get w/George during the day yesterday, but I did catch +him at about 6:35pm. I gave him my update on the latest BMC/EBS activities +(Crowder is going to meet w/Philippe today). He gave me some good feedback, +and I think that for the most part, I'm on the right track. The only thing +I've done which I feel could provide (potential) negative exposure, based on +feedback from George; is discussing w/BMC the idea that perhaps EBS could do +the buy/take $1MM, and pay/keep credit of $2MM...I wasn't admonished, but KGW +felt that I would have been better off not discussing that w/BMC...You and I +can talk, though, because I'm not so sure that it was a bad thing, in this +case. But next time, there won't be a next time - so that won't be an issue +anyway! + + + + Jennifer Medcalf@ECT + 12/07/2000 08:45 AM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: Re: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes + +Jeff, +The meeting minutes look great and that it was a very beneficial meeting for +all parties. Was Roy or Ron invited? If not let's make sure that they are +at the next meeting so we do not get any static from them. +Jennifer +" +"arnold-j/all_documents/490.","Message-ID: <9250864.1075857578059.JavaMail.evans@thyme> +Date: Sun, 23 Jul 2000 04:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: mary.cook@enron.com +Subject: Re: Give Up Agreements: Banc One +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mary Cook +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mary: +These agreements are acceptable. Please sign the give up agreements with +Banc One. +John + + + + +MARY COOK +07/19/2000 02:30 PM +To: John Arnold/HOU/ECT@ECT, Sarah Wesner/Corp/Enron@Enron +cc: +Subject: Give Up Agreements: Banc One + +I have received the executed counterparts of the Give Up Agreements from Banc +One for our signature contemplating several executing brokers. It is my +understanding that trades were recently pulled from Banc One and therefore, +these agreements may not now be warranted. John, please advise me regarding +whether you will want to sign these agreements with Banc One or not. Thank +you. Mary Cook ENA Legal + +" +"arnold-j/all_documents/491.","Message-ID: <21595480.1075857578080.JavaMail.evans@thyme> +Date: Fri, 21 Jul 2000 03:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.hodge@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey T Hodge +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +In regards to the antitrust training, can you please schedule that at least +one of the sessions starts at 3:00 or later to ensure participation by all. +Thanks, +John" +"arnold-j/all_documents/492.","Message-ID: <30497067.1075857578102.JavaMail.evans@thyme> +Date: Thu, 20 Jul 2000 00:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com +Subject: Re: New Counterparty Transaction +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Russell: +My risk group frequently uses the New Counterparty label for internal +counterparties that do not have a trading book. This transaction was a hedge +for the acquisition of the paper plant we announced recently. I'm not sure +who the internal group is that did the transaction. Dutch Quigley should be +able to help. +John. + + + + + +From: Russell Diamond + 07/19/2000 05:22 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: New Counterparty Transaction + +John + +A trade came across our morning report listed as a 'New Counterparty'. It +was about 17BCF Swap from Sep ""00 - Aug '07. Can you give me some details +on the counterparty. + +Thank you, + +Russell +Credit + + + +" +"arnold-j/all_documents/493.","Message-ID: <20263860.1075857578123.JavaMail.evans@thyme> +Date: Wed, 19 Jul 2000 03:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks. + + + + +Andy Zipper@ENRON +07/19/2000 08:27 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +By the version of EOL do you mean the new version of stack manager ? If you +do, we should have finished testing by today. That means we will roll out +today or tomorrow, but Louise wants a more developed roll out plan, so that +might slow things down a bit. Not to make excuses, but we have had some +serious technical problems with the new release and have had to redesign +whole parts of the back end of the system. The problem is around how many +things can be linked to a single product and stack manager performance, +obviously a serious issue. It has taken us, obviously, a lot longer than we +thought to fix it. I think there are still some minor issues that we should +discuss, but they should not get in the way of release. + +If you mean by new version, the phase II website version with sexy content, +we are scheduled (cum grano salis) to roll that out in mid august. + +any questions please feel free to call. + +-andy + +" +"arnold-j/all_documents/494.","Message-ID: <30777153.1075857578146.JavaMail.evans@thyme> +Date: Tue, 18 Jul 2000 08:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Is the new version of EOL coming out soon. I'm waiting to put new products +on until it comes... +John" +"arnold-j/all_documents/495.","Message-ID: <30045108.1075857578168.JavaMail.evans@thyme> +Date: Tue, 18 Jul 2000 01:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: ""Strike Out"" ALS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I think you're cheating trying to get a fixed amount.... I'll give $1 per +pin. +Good luck, +John + + + + +Liz M Taylor +07/17/2000 03:57 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: ""Strike Out"" ALS + +John, +Please a flat amount. Don't hold me to pins. Everyone is giving a flat +amount. I'm NOT a bowler. + +Liz + + + +John Arnold +07/17/2000 03:56 PM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: Re: ""Strike Out"" ALS + +Is it per game or point or what? + + + +Liz M Taylor +07/17/2000 02:33 PM +To: John J Lavorato/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Stephen R Horn/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT, Paul Racicot/Enron Communications@Enron +Communications, Jean Mrha/NA/Enron@Enron +cc: +Subject: ""Strike Out"" ALS + +Enron/MDA +Beach Bowl 2000 +To Benefit ALS Research + +I'm bowling to help ""strike out"" ALS (Lou Gehrig's disease). If you have not +sponsored someone else, I would very much like for you to sponsor me. The +event takes place on July 29. I will need all donations by July 26. + +Any donation is greatly appreciated and matched by Enron. + +Many Thanks, + +Liz + + + + + + + + +" +"arnold-j/all_documents/496.","Message-ID: <7489788.1075857578190.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 08:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: ""Strike Out"" ALS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Is it per game or point or what? + + + + +Liz M Taylor +07/17/2000 02:33 PM +To: John J Lavorato/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT, Kevin M +Presto/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Stephen R Horn/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Mark +E Haedicke/HOU/ECT@ECT, Paul Racicot/Enron Communications@Enron +Communications, Jean Mrha/NA/Enron@Enron +cc: +Subject: ""Strike Out"" ALS + +Enron/MDA +Beach Bowl 2000 +To Benefit ALS Research + +I'm bowling to help ""strike out"" ALS (Lou Gehrig's disease). If you have not +sponsored someone else, I would very much like for you to sponsor me. The +event takes place on July 29. I will need all donations by July 26. + +Any donation is greatly appreciated and matched by Enron. + +Many Thanks, + +Liz + + +" +"arnold-j/all_documents/497.","Message-ID: <18198845.1075857578211.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 02:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: james_naughton@em.fcnbd.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: james_naughton@em.fcnbd.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +The list I gave you is a list of brokers that can clear through you, NOT +brokers that you clear exclusively. You do not clear any of my brokers +exclusively. All trades that clear through you will be done on discretionary +trade-by trade basis. You MUST have your floor personnel reverse everything +they they told my brokers this morning. + +I am not happy. + +John" +"arnold-j/all_documents/498.","Message-ID: <19344316.1075857578233.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 00:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: james_naughton@em.fcnbd.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: james_naughton@em.fcnbd.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jim: +The following are the authorized floor brokers to accept trades from: +Man +Paribas +SDI +Refco +Carr +the old Fimat group (don't know what their name is now) +Flatt Futures +ABN + +Thanks, +John" +"arnold-j/all_documents/499.","Message-ID: <11036969.1075857578254.JavaMail.evans@thyme> +Date: Mon, 17 Jul 2000 00:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +The $5,000,000 extra VAR disappears in about a week. There MUST be a +band-aid to the term VAR curve before this expires. Again, the back of the +board is realizing 35-60% vol and it's being credited with 15% vol. +Thanks, +John" +"arnold-j/all_documents/5.","Message-ID: <28863984.1075849624078.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 03:28:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.stewart@enron.com, sarah-joy.hunter@enron.com, + jeff.youngflesh@enron.com +Subject: Universal sponsorship conference call 12/4 4PM CST +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Stewart, Sarah-Joy Hunter, Jeff Youngflesh +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +A conference call has been scheduled 12/4 4PM CST between Universal and +Enron's Community Relations to discuss the Jurassic Park Institute +sponsorship. Universal will do a brief overview of the sponsorship and +Community Relations will ask prelimary questions. If the sponsorship meets +Community Relation's standards, GSS will proceed with developing the value +propositions on both sides (EMS, Weather, Platics and Credit). + +Attendees are as follows: +Enron +Elyse Kalmans +Misha Siegel +Colleen Koenig + +Universal +Glenn Dietz +Dee Stokes +Erik Thompson (possibly)" +"arnold-j/all_documents/50.","Message-ID: <29620896.1075849625218.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 02:35:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: colleen.koenig@enron.com, jennifer.medcalf@enron.com +Subject: Re: Presentations to Compaq December 14 from 2-3 PM CONFIRMED + PRESENTERS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Colleen Koenig, Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, Colleen: + +To date, Kim Godfrey, George Zivic (in Bruce Harris' absence), and Lee +Jackson (in Alan Engberg's absence) have confirmed their participation. + +SJ +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 +10:34 AM --------------------------- + + +Lee Jackson@ECT +12/07/2000 09:46 AM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Alan Engberg/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT + +Subject: Re: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +Wanted to confirm I will present to Compaq on Dec. 14. + +Lee Jackson +" +"arnold-j/all_documents/500.","Message-ID: <9443488.1075857578275.JavaMail.evans@thyme> +Date: Sat, 15 Jul 2000 06:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: spower@houstonballet.org +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: spower@houstonballet.org +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +A recent posting on the Enron bulletin board indicated that you are looking +for academic tutors. I may be available to help at nights in math. Can you +please respond with details about the program, how old the kids are, the +commitment required, etc. +Thanks, +John Arnold" +"arnold-j/all_documents/501.","Message-ID: <4242418.1075857578297.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 10:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: Market Opinion about AGA's +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Interesting observation...but I'm not sure I agree. I think consensus +opinion is that anything under 2.7 TCF is very dangerous entering the +winter. A month ago, analysts were predicting we would end the injection +season with around 2.6 - 2.7 in the ground. With the most recent AGA, those +projections seem to be closer to 2.7. With supply of gas very inelastic to +price in the short and medium term, you must look at the demand side of the +equation. The market is trying to price out the right amount of demand +(mostly through lost industrial load and fuel switching) such that supplies +will be stored rather than burned. Each AGA number is another data point as +to whether nat gas is high enough to price out enough demand to reach a +comfortable level in storage entering the winter. A low AGA number +indicates we haven't priced out enough demand and the market must go up. +Certainly, the 97 throws a curve in the bull argument, but the number may be +a function of very mild weather, a four day holiday weekend, and reporting +noise rather than indicative of a structural shift in the supply/demand +equilibrium. We'll know a lot more as the next two weeks' numbers come out. +If we get two low injections, watch out. + + + + Enron North America Corp. + + From: Frank Hayden @ ENRON 07/12/2000 04:39 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Market Opinion about AGA's + + + + +John, +I think the AGA's are not as important to bulls as to bears. In the +beginning of the season, AGA's were very important in framing the bull +case. The current expectation is that we will go into the winter under +stored. I don't believe any additional AGA news can significantly change +that expectation. + +However, I believe Bears, as evidenced today, will feed more heavily off of +bearish AGA news, than bulls will off bullish AGA news. + +At this juncture, I believe that the most potent bullish news has to come +from the physical market and weather. + +I hope you don't mind me expressing my view point on this issue. + +Thanks, +Frank + + + + + +" +"arnold-j/all_documents/502.","Message-ID: <32716032.1075857578336.JavaMail.evans@thyme> +Date: Fri, 14 Jul 2000 07:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Frank: +Just following up on two topics. +One: Larry May's book continues to run at a VAR of 2,500,00 despite the fact +his P&L is never close to that. Can you check that his exotics book +positions are being picked up in his VAR calcs. + +Second: Have you looked into applying a band-aid to the understating longer +term Vol problem until we change formulas? + +John" +"arnold-j/all_documents/503.","Message-ID: <1888915.1075857578359.JavaMail.evans@thyme> +Date: Thu, 13 Jul 2000 05:44:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Screen shots +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Margaret: +As you can imagine, most information and procedures on the floor are +extremely confidential. We look at the gas market uniquely and using +different tools than anybody else. It is one of our competitive advantages. +I'm hesistant to approve the use of any documents for external purposes. +If you provide more information about what you're trying to show, who the +target audience is, and what format it will be presented, I may be able to +help you. +John + + + + +Margaret Allen@ENRON +07/13/2000 11:09 AM +To: Ann M Schmidt/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT +cc: +Subject: Screen shots + +Did you get this? My computer registered that it didn't go....delete if you +already did. + +---------------------- Forwarded by Margaret Allen/Corp/Enron on 07/13/2000 +11:03 AM --------------------------- + + +Margaret Allen +07/13/2000 10:45 AM +To: Ann M Schmidt/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT +cc: + +Subject: Screen shots + +John, + +Please look over this file and let me know if it is okay for us to use it as +the screen shot that is on all the monitors in the commercial. Please +include Ann on your response, as she will be passing it through legal since +I'm out of the office. + +Ann, +Once he gets this back to you, please run it by Mark Taylor. If he is okay +with it, email the final version back to me, because the crew in Toyko needs +it ASAP. + +Thanks! Margaret + +---------------------- Forwarded by Margaret Allen/Corp/Enron on 07/13/2000 +10:35 AM --------------------------- + + + + From: Kal Shah @ ECT 07/13/2000 09:17 AM + + +To: Margaret Allen/Corp/Enron@ENRON +cc: + +Subject: Screen shots + +Margaret -- It's critical that you get John Arnold's permission before using +the attached spreadsheet and graphs. They contain curves through July 12th. +Also, you may want to get legal permission from Mark Taylor. + +kal + +---------------------- Forwarded by Kal Shah/HOU/ECT on 07/13/2000 09:12 AM +--------------------------- + + + Heather Alon + 07/13/2000 09:08 AM + +To: Kal Shah/HOU/ECT@ECT +cc: +Subject: Screen shots + +Hi Kal, + Here are some screen shots, let me know if they will work for you. I think +we may need to double check with John Arnold- the trader- before using them +for sure. But I was told they would be okay. + + + +Heather + + + + + + + +" +"arnold-j/all_documents/504.","Message-ID: <4505424.1075857578384.JavaMail.evans@thyme> +Date: Wed, 12 Jul 2000 04:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: coopers@epenergy.com +Subject: Re: El Paso Energy Corporation Reports Record Second Quarter + Earnings Per Share +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Cooper, Sean"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Good job....I've got 10% of my portfolio in CGP. Keep up the good work. + + + + +""Cooper, Sean"" on 07/11/2000 08:03:41 PM +To: +cc: +Subject: El Paso Energy Corporation Reports Record Second Quarter Earnings +Per Share + + +http://biz.yahoo.com/prnews/000711/tx_el_paso_2.html + +Tuesday July 11, 5:42 pm Eastern Time +Company Press Release +SOURCE: El Paso Energy Corporation +El Paso Energy Corporation Reports Record Second Quarter Earnings Per Share +HOUSTON, July 11 /PRNewswire/ -- El Paso Energy Corporation (NYSE: EPG + - news ) today +announced second quarter 2000 adjusted diluted earnings per share of $0.69, +an increase of 73 percent over second quarter 1999 adjusted diluted earnings +per share of $0.40. The second quarter 2000 results exclude $0.13 per share +of one-time merger-related items. Diluted average common shares outstanding +for the second quarter 2000 totaled 242 million. Consolidated adjusted +earnings before interest expense and income taxes (EBIT) for the second +quarter increased by 55 percent to $408 million, compared with $263 million +in the year-ago period. +EBIT from the company's non-regulated businesses more than tripled in the +quarter to $246 million, and represented 60 percent of consolidated EBIT. +``Outstanding growth in Merchant Energy and continued strong performance in +our other non-regulated segments produced these record results,'' said +William A. Wise, president and chief executive officer of El Paso Energy +Corporation. ``Reflecting our long-standing strategy of building a portfolio +of flexible gas and power assets, Merchant Energy's earnings continued to +accelerate in the second quarter.'' +For the first six months of 2000, adjusted diluted earnings per share +increased 84 percent to $1.40 per share, compared with $0.76 for the first +six months of 1999. Consolidated EBIT for the six months, excluding +non-recurring items, increased 55 percent to $798 million compared with $515 +million in the year-ago period. +Second Quarter Business Segment Results +The Merchant Energy segment reported record EBIT of $152 million in the +second quarter 2000, compared with $6 million in the same period last year +and $50 million in the first quarter 2000. The physical and financial gas +and power portfolio developed over the past several years is creating +significant value in the current volatile energy environment. Enhanced +trading opportunities around our asset positions, continued strong wholesale +customer business, and management fees from Project Electron (the company's +off-balance sheet vehicle for power generation investments) all contributed +to the record second-quarter performance. +The Production segment reported a 30-percent increase in second quarter EBIT +to $52 million compared with $40 million a year ago, reflecting higher +realized gas and oil prices and lower operating costs following the +reorganization of its business in 1999. Weighted average realized prices for +the quarter were $2.26 per million cubic feet (MMcf) of natural gas and +$19.21 per barrel of oil, up 12 percent and 29 percent, respectively, from +the year-ago levels. Average natural gas production totaled 512 MMcf per day +and oil production averaged 14,275 barrels per day. +The Field Services segment reported second quarter EBIT of $30 million, +nearly double an adjusted $16 million in 1999. The increase was due +primarily to higher realized gathering and processing margins, together with +the acquisition of an interest in the Indian Basin processing plant in March +2000. Second quarter gathering and treating volumes averaged 4.1 trillion +Btu per day (TBtu/d), while processing volumes averaged 1.1 TBtu/d. +Coming out of one of the warmest winters on record, the Natural Gas +Transmission segment reported second quarter EBIT of $190 million compared +with an adjusted $187 million a year ago, reflecting the realization of cost +savings from the Sonat merger. Overall system throughput averaged 11.3 +TBtu/d. During the quarter, Southern Natural Gas received Federal Energy +Regulatory Commission approval of its comprehensive rate case settlement +filed in March. +The International segment reported second quarter EBIT of $12 million +compared with $16 million in 1999. Higher equity income from projects in +Brazil and Argentina largely offset lower equity earnings from the company's +investment in the Philippines. +Telecom Update +``We have made substantial progress in the development of our +telecommunications business, El Paso Global Networks,'' said William A. +Wise. ``Reflecting our market-centric approach to developing new businesses, +we have named Greg G. Jenkins, the current president of El Paso Merchant +Energy, to head our telecommunications business. Our expertise in building +businesses in rapidly commoditizing markets, as demonstrated by our Merchant +Energy success, provides us with a key competitive entry point in the +telecommunications marketplace.'' +Quarterly Dividend +The Board of Directors declared a quarterly dividend of $0.206 per share on +the company's outstanding common stock. The dividend will be payable October +2, 2000 to shareholders of record as of the close of business on September +1, 2000. There were 237,786,853 outstanding shares of common stock entitled +to receive dividends as of June 30, 2000. +With over $19 billion in assets, El Paso Energy Corporation provides +comprehensive energy solutions through its strategic business units: +Tennessee Gas Pipeline Company, El Paso Natural Gas Company, Southern +Natural Gas Company, El Paso Merchant Energy Company, El Paso Energy +International Company, El Paso Field Services Company, and El Paso +Production Company. The company owns North America's largest natural gas +pipeline system, both in terms of throughput and miles of pipeline, and has +operations in natural gas transmission, merchant energy services, power +generation, international project development, gas gathering and processing, +and gas and oil production. On May 5, the stockholders of both El Paso +Energy and The Coastal Corporation overwhelmingly voted in favor of merging +the two organizations. The combined company will have assets of $35 billion +and be one of the world's leading integrated energy companies. The merger is +expected to close in the fourth quarter of this year, concurrent with the +completion of regulatory reviews. Visit El Paso Energy's web site at +www.epenergy.com . +Cautionary Statement Regarding Forward-Looking Statements +This release includes forward-looking statements and projections, made in +reliance on the safe harbor provisions of the Private Securities Litigation +Reform Act of 1995. The company has made every reasonable effort to ensure +that the information and assumptions on which these statements and +projections are based are current, reasonable, and complete. However, a +variety of factors could cause actual results to differ materially from the +projections, anticipated results or other expectations expressed in this +release. While the company makes these statements and projections in good +faith, neither the company nor its management can guarantee that the +anticipated future results will be achieved. Reference should be made to the +company's (and its affiliates') Securities and Exchange Commission filings +for additional important factors that may affect actual results. + EL PASO ENERGY CORPORATION + + CONSOLIDATED STATEMENT OF INCOME + (In Millions, Except per Share Amounts) + (UNAUDITED) + + + Second Quarter Ended Six Months Ended + June 30, June 30, + 2000 1999 2000 1999 + + Operating revenues $4,227 $2,597 $7,333 $4,875 + Operating expenses + Cost of gas and other products 3,451 1,949 5,829 3,590 + Operation and maintenance 226 223 436 469 + Merger related costs + and asset impairment charges 46 131 46 135 + Ceiling test charges --- --- --- 352 + Depreciation, depletion, + and amortization 148 141 293 289 + Taxes, other than income taxes 36 36 77 76 + 3,907 2,480 6,681 4,911 + + Operating income (loss) 320 117 652 (36) + + Equity earnings and other income 42 64 100 113 + + Earnings before interest expense, + income taxes, and other charges 362 181 752 77 + + Interest and debt expense 127 110 250 212 + Minority interest 27 4 49 8 + + Income (loss) before income + taxes and other charges 208 67 453 (143) + + Income tax expense (benefit) 68 23 142 (52) + + Preferred stock dividends + of subsidiary 6 6 12 12 + + Income (loss) before extraordinary + items and cumulative effect + of accounting change 134 38 299 (103) + + Extraordinary Items, net + of income taxes --- --- 89 --- + + Cumulative effect of accounting + change, net of income taxes --- --- --- (13) + + Net income (loss) $134 $38 $388 $(116) + + Diluted earnings (loss) + per common share: + + Adjusted diluted earnings + per common share (a) $0.69 $0.40 $1.40 $0.76 + Extraordinary items --- --- 0.37 --- + Cumulative effect + of accounting change --- --- --- (0.06) + Merger related costs, + asset impairment, and other + non-recurring charges (0.13) (0.36) (0.13) (0.36) + Ceiling test charges --- --- --- (0.94) + Gain on sale of assets --- 0.05 --- 0.05 + Resolution of regulatory issues --- 0.08 --- 0.08 + Proforma diluted earnings (loss) + per common share $0.56 $0.17 $1.64 +$(0.47)(b) + + Reported diluted earnings (loss) + per common share $0.56 $0.17 $1.64 +$(0.51)(b) + + Basic average common shares + outstanding (000's) 229,539 226,877 229,064 226,471 + + Diluted average common shares + outstanding (000's) 241,710 237,955 240,117 237,161 + + (a) Adjusted diluted earnings per common share represents diluted +earnings + per share before the impact of certain non-recurring charges. +Second + quarter 2000 results exclude merger related charges of $(46) million + pretax, or $(31) million aftertax. Second quarter 1999 results + exclude merger related charges of $(131) million pretax, or + $(86) million aftertax, a gain on sale of assets of $19 million + pretax, or $12 million aftertax, and the resolution of regulatory + issues of $30 million pretax, or $20 million aftertax. Year-to-date + 2000 results exclude the extraordinary gain on the sale of the East + Tennessee and Sea Robin systems of $89 million aftertax and merger + related charges of $(46) million pretax, or $(31) million aftertax. + Year-to-date 1999 results exclude the cumulative effect of an + accounting change of $(13) million aftertax, merger related charges +of + $(135) million pretax, or $(86) million aftertax, ceiling test +charges + of $(352) million pretax, or $(222) million aftertax, a gain on sale + of assets of $19 million pretax, or $12 million aftertax, and the + resolution of regulatory issues of $30 million pretax, or $19 +million + aftertax. + (b) Proforma diluted loss per common share reflects reported diluted + earnings per share but assumes dilution. Reported diluted loss per + common share does not assume dilution because dilution would reduce + the amount of loss per share. +SOURCE: El Paso Energy Corporation + + + +****************************************************************** +This email and any files transmitted with it from El Paso +Energy Corporation are confidential and intended solely +for the use of the individual or entity to whom they are +addressed. If you have received this email in error +please notify the sender. +****************************************************************** + +" +"arnold-j/all_documents/505.","Message-ID: <23867863.1075857578406.JavaMail.evans@thyme> +Date: Tue, 11 Jul 2000 01:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Per: +Can you give the Campbell fund read-only access to EOL. It may speed up the +process if they see they can trade pre-market. +John" +"arnold-j/all_documents/506.","Message-ID: <3946420.1075857578428.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I spoke to Vlady this afternoon regarding the alternative VAR methodologies. +I think changing to a Riskmetrics historical VAR system is more defendable +and objective, will provide more consistent results, and will create more +realistic results. I understand Vince has a similar opinion. +John." +"arnold-j/all_documents/507.","Message-ID: <23937782.1075857578449.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 09:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: gregory.carraway@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gregory Carraway +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +8 pm to 2 am + + + + +Gregory Carraway@ENRON +07/10/2000 04:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +What time do the festivities begin? + +" +"arnold-j/all_documents/508.","Message-ID: <4669146.1075857578471.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 08:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Greg's always on vacation. You need to teach him some work habits. Next +Tuesday will work. +John + + + + +Liz M Taylor +07/10/2000 02:57 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Hi John! + +Greg and Mary are on vacation this week in Germany. May I put you on the +calendar for Tuesday of next week? Greg will travel to Philly on Monday. + +Liz + + + +John Arnold +07/10/2000 12:36 PM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: + +Hey, +Can Greg fit me in for about 30 minutes tomorrow afternoon? + +--- Your secret admirer + + + + +" +"arnold-j/all_documents/509.","Message-ID: <24084559.1075857578492.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 07:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: gregory.carraway@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gregory Carraway +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'll send 2 invites up. What's your location? + + + + +Gregory Carraway@ENRON +07/10/2000 02:36 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Thank you for the invitation. I would love to attend. I would like to invite +my wife, if that would be ok. Also, could you tell me where the Mercantile +bar is located? Thank you!!! + +" +"arnold-j/all_documents/51.","Message-ID: <24854817.1075849625248.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 02:38:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: lee.jackson@enron.com +Subject: Re: Presentations to Compaq manufacturing and treasury executives, + December 14 from 2-3 PM +Cc: colleen.koenig@enron.com, alan.engberg@enron.com, douglas.friedman@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colleen.koenig@enron.com, alan.engberg@enron.com, douglas.friedman@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Lee Jackson +X-cc: Colleen Koenig, Alan Engberg, Douglas S Friedman, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Great, Lee. Thanks. We will be sure to get you the Agenda and any necessary +details early next week. + +Sarah-Joy + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 +10:35 AM --------------------------- + + +Lee Jackson@ECT +12/07/2000 09:46 AM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Alan Engberg/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT + +Subject: Re: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +Wanted to confirm I will present to Compaq on Dec. 14. + +Lee Jackson +" +"arnold-j/all_documents/510.","Message-ID: <22071398.1075857578514.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 07:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: Forward-forward Vol +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'm free from 4:00-5:00 today + + + + + + From: Vladimir Gorny 07/10/2000 02:14 PM + + +To: John Arnold/HOU/ECT@ECT +cc: Tanya Tamarchenko/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron +Subject: Forward-forward Vol + +John, + +Per your and Jeff's request, Research and Market Risk Groups have conducted +an extensive analysis of the forward-forward vol methodology used in the +Value-at-Risk calculation. + +We analyzed and compared two methodologies: + + the existing methodology - based on forward (implied) vols + an alternative methodology - based on historical vols + +I would like to schedule about 30 minutes to walk you through the pros and +cons of each methodology and get your input. + +Vlady. + +" +"arnold-j/all_documents/511.","Message-ID: <9749527.1075857578535.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 07:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com, gregory.carraway@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond, Gregory Carraway +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello, +Bill Perkins of Small Ventures USA is having a party this Saturday at the +Mercantile bar downtown. He has rented out the place, has a band, open +bar... usually pretty fun. He asked me to give both of you an invite in +appreciation of the work you've done for him. If you have interest, ccmail +me with whether you need one or two invites each. +John" +"arnold-j/all_documents/512.","Message-ID: <14016524.1075857578557.JavaMail.evans@thyme> +Date: Mon, 10 Jul 2000 05:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey, +Can Greg fit me in for about 30 minutes tomorrow afternoon? + +--- Your secret admirer" +"arnold-j/all_documents/513.","Message-ID: <23622619.1075857578578.JavaMail.evans@thyme> +Date: Fri, 7 Jul 2000 00:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: Re: FW: trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Per: +I've talked to him several times in the past. I told him that you would call +because of your experience with setting up funds. They have two main +problems. One is setting up their internal systems. Second, they have +credit problems with a BBB+. +Please call and introduce yourself. +Thanks, +john + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: FW: trading + +John, did you answer him or should I respond? Per + + + +John Arnold +06/26/2000 05:18 PM +To: Per Sekse/NY/ECT@ECT +cc: +Subject: FW: trading + + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/26/2000 04:17 +PM --------------------------- + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List + + + + + + +" +"arnold-j/all_documents/514.","Message-ID: <9326172.1075857578600.JavaMail.evans@thyme> +Date: Thu, 6 Jul 2000 00:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +world cup 2006 -- Germany + + +BOO!" +"arnold-j/all_documents/515.","Message-ID: <12223631.1075857578621.JavaMail.evans@thyme> +Date: Wed, 5 Jul 2000 08:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dinner tonite....birthday boy???" +"arnold-j/all_documents/516.","Message-ID: <22334921.1075857578643.JavaMail.evans@thyme> +Date: Wed, 5 Jul 2000 08:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please top level the following P&L out of my book because the market settled +limit down. + + End of day position Amount settle was off in my estimation Total amount + +V0 -1700 -.035 595,000 +X0 6400 -.025 -1,6000,000 +Z0 -1450 -.020 290,000 +F1 4750 -.015 -712,500 + --------------- + -1,427,500" +"arnold-j/all_documents/517.","Message-ID: <9598455.1075857578665.JavaMail.evans@thyme> +Date: Wed, 5 Jul 2000 00:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options and other stuff +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about 4:00 ?? + + + + +Andy Zipper@ENRON +06/30/2000 05:02 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: options and other stuff + +Pick a time on Wednesday to come by and take a look at the Options manager. + +Have a good 4th. + +-andy + +" +"arnold-j/all_documents/518.","Message-ID: <25082312.1075857578686.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 06:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options and other stuff +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Sorry...I was on vacation last week and fell behind my email. Anytime you +want to talk is fine. I'll be around today if it works for you. +john + + + + +Andy Zipper@ENRON +06/16/2000 11:48 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: options and other stuff + +john, +I'd like the chance to review some assumptions re: options manager ( yes, we +are still on schedule) with you as well as discuss some other issues related +to putting Enron's prices on other platforms. some time on monday would work +best for me. Let me know. +andy + +" +"arnold-j/all_documents/519.","Message-ID: <14099531.1075857578708.JavaMail.evans@thyme> +Date: Fri, 30 Jun 2000 06:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: slist@campbell.com +Subject: Re: FW: trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Steve List @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Steve: +Good hearing from you. Hope all is going well. I gave your name to Per +Sekse in our New York office. He deals with a couple hedge funds we +currently do business with and has addressed some of the obstacles that we +face with other counterparties. He is on vacation this week but will call +next week. If you have any problems or concerns, feel free to call. +John + + + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List + +" +"arnold-j/all_documents/52.","Message-ID: <15801039.1075849625271.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 02:46:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jeff.youngflesh@enron.com +Subject: Re: Your ""Bridge"" corp./contract info request +Cc: ali.khoja@enron.com, jennifer.medcalf@enron.com, kathy.shaps@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ali.khoja@enron.com, jennifer.medcalf@enron.com, kathy.shaps@enron.com +X-From: Kim Godfrey +X-To: Jeff Youngflesh +X-cc: Ali Khoja, Jennifer Medcalf, Kathy Shaps +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jeff, + +The value that we are looking for is the annual spend from ENA (trading +floor) to have each trader access the Bridge Information System or Bridge +Terminal. We believe that Enron would get this backbone connectivity from +Savvis. This information is supplied by Bridge and has nothing to do with +the WebFN transaction done by EBS. Any thoughts on where we can find the +annunal spend by ENA to gain access to the Bridge Terminals and their +information - we thought that GSS might have the annual spend numbers. + +thanks for your help, + +Kim " +"arnold-j/all_documents/520.","Message-ID: <9423570.1075857578729.JavaMail.evans@thyme> +Date: Thu, 29 Jun 2000 00:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +euro 2004 in portugal" +"arnold-j/all_documents/521.","Message-ID: <5027275.1075857578751.JavaMail.evans@thyme> +Date: Wed, 28 Jun 2000 10:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: World Phone +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey Liz, +Thanks for letting me use the phone. A real life-saver. + +My brother had a Nokia world phone on the trip and it seemed to work +better. It got reception some places where mine did not and is more +user-friendly. + +On a different topic...Greg talked me into upgrading to first class for a +flight in December to Australia. He talked me into it by agreeing to pay for +half. Cliff found it funny and agreed to pay for the other half. I haven't +expensed it yet so I'm having Barbara send it on. +Thanks, +John + + + + +Liz M Taylor +06/28/2000 09:27 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: World Phone + +John, + +We are testing the Nextel phone for company usage. What did you think of the +phone? + +Liz + +" +"arnold-j/all_documents/522.","Message-ID: <3366944.1075857578772.JavaMail.evans@thyme> +Date: Mon, 26 Jun 2000 09:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: per.sekse@enron.com +Subject: FW: trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Per Sekse +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/26/2000 04:17 +PM --------------------------- + + +Steve List on 06/26/2000 12:32:02 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: FW: trading + + + + +> -----Original Message----- +> From: Steve List +> Sent: Monday, June 26, 2000 1:26 PM +> To: 'jarnol1@ect.enron.com' +> Subject: trading +> +> +> John, +> +> I hope all is well down in Houston, though it would seem your baseball +> team is, well, terrible. +> We may be close to resolving our internal issues as our CEO indicated on +> Friday. We are awaiting some +> confirmation but it seems we are close. How is the credit standing for +> Enron? +> Is there a chance of upgrade or well, you can tell me the status. +> +> Thanks +> +> Steve List +" +"arnold-j/all_documents/523.","Message-ID: <15470713.1075857578794.JavaMail.evans@thyme> +Date: Fri, 16 Jun 2000 00:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: PLEASE,PLEASE,PLEASE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thank you very,very much. +Love you, +John + + + + +Liz M Taylor +06/15/2000 10:19 AM +To: Ina Rangel/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT +Subject: Re: PLEASE,PLEASE,PLEASE + +Ina, + +Because Johnny is my favorite trader, he can use my world phone. What time +is he leaving tomorrow? How long will he be gone? I'll get everything to +you late this afternoon. + +Many Thanks, + +Liz + + + +Ina Rangel +06/15/2000 09:41 AM +To: Liz M Taylor/HOU/ECT@ECT +cc: +Subject: PLEASE,PLEASE,PLEASE + +I NEED YOUR HELP IF AT ALL POSSIBLE. JOHN ARNOLD IS TRAVELING TO EUROPE +TOMMORROW AND HAS ASKED ME TO GET HIM A WORLD PHONE. I CALLED NEXTEL, +HOUSTON CELLULAR AND GTE. NOONE CAN HELP ME WITH THIS BY TOMMORROW. IF I +REMEMBER YOU SAID YOU TURNED OFF THE PHONES YOU HAD. DO YOU HAVE ANY +SUGGESTIONS? ANY ADVICE? + +-INA + + + + +" +"arnold-j/all_documents/524.","Message-ID: <2991498.1075857578815.JavaMail.evans@thyme> +Date: Wed, 14 Jun 2000 02:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: PARIBAS Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +84 + + + + +michael.byrne@americas.bnpparibas.com on 06/14/2000 07:02:32 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: PARIBAS Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year +63 + + + +Thanks, +Michael Byrne +Paribas Futures + + + + +----------------------------------------------------------------------------- +This message is confidential; its contents do not constitute a +commitment by BNP PARIBAS except where provided for in a written agreement +between you and BNP PARIBAS. Any unauthorised disclosure, use or +dissemination, either whole or partial, is prohibited. If you are not +the intended recipient of the message, please notify the sender +immediately. + +Ce message est confidentiel ; son contenu ne represente en aucun cas un +engagement de la part de BNP PARIBAS sous reserve de tout accord conclu par +ecrit entre vous et BNP PARIBAS. Toute publication, utilisation ou +diffusion, meme partielle, doit etre autorisee prealablement. Si vous +n'etes pas destinataire de ce message, merci d'en avertir immediatement +l'expediteur. + +" +"arnold-j/all_documents/525.","Message-ID: <13582742.1075857578837.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 01:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlady: +Can I add 3 more portfolios: + +1. +1000 July 2003 Chicago Basis + - 1000 July 2003 Panhandle Basis + +2. +1000 June Henry Hub Cash + +3. +1000 June Henry Hub Cash + - 1000 July Futures + +Thanks, +John + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +John, + +2. Do you assume at-the-money straddles? If not, please give us deltas and +gammas. See you at 5:30 tomorrow. Vlady. + + + + +John Arnold +06/12/2000 08:47 AM +To: Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: + +Vlady: +In preparation for our discussion tomorrow, can you run VAR numbers for some +mini-portfolios: + +Portfolio 1. +1000 November Nymex + -1000 December Nymex + + 2. -1000 July Nymex Straddles + + 3. +1000 July 2002 Nymex + + 4. +1000 July 2002 Nymex + - 1000 August 2002 Nymex + + 5. +1000 July Socal Basis + + 6. +1000 July Chicago Basis + -1000 July Michcon Basis + + 7. +1000 July Henry Hub Index + + 8. +1000 July 2003 Chicago Basis + +Again, these are separate portfolios. I'm trying to check that the VAR +numbers make logical sense. +Thanks, +John + + + + + +" +"arnold-j/all_documents/526.","Message-ID: <14346367.1075857578859.JavaMail.evans@thyme> +Date: Tue, 13 Jun 2000 00:52:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +John, + +2. Do you assume at-the-money straddles? If not, please give us deltas and +gammas. See you at 5:30 tomorrow. Vlady. + + + + +John Arnold +06/12/2000 08:47 AM +To: Vladimir Gorny/HOU/ECT@ECT +cc: +Subject: + +Vlady: +In preparation for our discussion tomorrow, can you run VAR numbers for some +mini-portfolios: + +Portfolio 1. +1000 November Nymex + -1000 December Nymex + + 2. -1000 July Nymex Straddles + + 3. +1000 July 2002 Nymex + + 4. +1000 July 2002 Nymex + - 1000 August 2002 Nymex + + 5. +1000 July Socal Basis + + 6. +1000 July Chicago Basis + -1000 July Michcon Basis + + 7. +1000 July Henry Hub Index + + 8. +1000 July 2003 Chicago Basis + +Again, these are separate portfolios. I'm trying to check that the VAR +numbers make logical sense. +Thanks, +John + + + + + +" +"arnold-j/all_documents/527.","Message-ID: <30809491.1075857578880.JavaMail.evans@thyme> +Date: Mon, 12 Jun 2000 01:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Vlady: +In preparation for our discussion tomorrow, can you run VAR numbers for some +mini-portfolios: + +Portfolio 1. +1000 November Nymex + -1000 December Nymex + + 2. -1000 July Nymex Straddles + + 3. +1000 July 2002 Nymex + + 4. +1000 July 2002 Nymex + - 1000 August 2002 Nymex + + 5. +1000 July Socal Basis + + 6. +1000 July Chicago Basis + -1000 July Michcon Basis + + 7. +1000 July Henry Hub Index + + 8. +1000 July 2003 Chicago Basis + +Again, these are separate portfolios. I'm trying to check that the VAR +numbers make logical sense. +Thanks, +John " +"arnold-j/all_documents/528.","Message-ID: <3133196.1075857578902.JavaMail.evans@thyme> +Date: Fri, 9 Jun 2000 05:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com, matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold, Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Tickets requisitioned for England/Germany. $1500!!!!!! +" +"arnold-j/all_documents/529.","Message-ID: <12734256.1075857578923.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: john.arnold@enron.com +To: dave.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: dave forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +A couple of issues: + +1. We continue to have a number of transactions that fail because of credit +exposure. These are companies that have excellent credit, such as Duke, +Dynegy, Equitable, Mieco, etc, but have a fixed credit line on EOL that they +blow through periodically. They get a failed trade and it often takes 5-10 +minutes to rectify the problem, at which time we've lost the trade. We need +the major counterparties to have unlimited credit on EOL, just as they have +in normal trading. + +2. As a corrallary, I am under the impression that when a trade fails +because of credit, the counterparty does not get an explanatory error message +describing what happened and what to do. When a credit failure happens, the +counterparty will often keep clicking on the same product, getting the same +error message" +"arnold-j/all_documents/53.","Message-ID: <18295626.1075849625294.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 04:03:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: Universal/Vivendi +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +Due to the Vivendi merger, the Universal deal has taken on a whole new +scope. On a lead from Jeff Y., I contacted Kim Monk, Dr. Corp. Alliances, +who reports to Nebergall. Kim was interested in discussing this further and +working on best leveraging BU strategies. We are to catch up when she +returns to Houston, but this is what we discussed in our quick phone call +today: + +Vivendi +Enron delivered an MOU to Vivendi (Kim may forward) +Currently 5-6 initiatives including: +Vivendi overall - bandwidth, co-location, dark fiber, PAN European network, +cable +Havas (Viviendi subsidiary) - discussions with Havas CEO for distance +learning, bandwidth, ASP and streaming initiatives +Initiatives in other subsidiaries including: Canal Plus, Digitel + +Blockbuster +Due to restructuring of Vivendi/Universal, EBS to work on Blockbuster's +year-end (Phase I) initiatives first and then (Phase II & III) 3Q next year +Cox speaking with Universal in LA as content and distribution partner +(although this is Blockbuster's obligation, Enron is also working as a third +party to secure) + +Enron-Vivendi Relationship +Vivendi sees Enron as both a competitor and partner depending upon the segment" +"arnold-j/all_documents/530.","Message-ID: <14479698.1075857578945.JavaMail.evans@thyme> +Date: Wed, 7 Jun 2000 01:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: Re: using new FF vols +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 06/07/2000 08:43 +AM --------------------------- + + +Tanya Tamarchenko +06/07/2000 08:33 AM +To: John Arnold/HOU/ECT@ECT +cc: Grant Masson/HOU/ECT@ECT +Subject: Re: using new FF vols + +Hi, John, +following up the discussion with you on Friday we talked with Risk Control +people who are not excited to use that FF vol curve +you sent to me. Also in order to use your curves we would have to have them +for all the locations. +The suggested alternative solution was to calculate the Forward Forward vol +curves from historical data. +I implemented this solution based on 18 last business days forward price +curves for NG and +all basis locations. I used exponential weights with 0.97 decay factor. +I enclose these curves in the spreadsheet below. And here are the VAR numbers +based on these curves: + + 5/30/00 5/31/00 +AGG-STORAGE (production) 3,027,000 4,516,000 +AGG-STORAGE (test, 0.97) 2,858,543 3,011,761 +AGG-GAS (production) 36,627,200 40,725,685 +AGG-GAS (test, 0.97) 29,439,969 31,207,225 + +You see that the numbers are stable, lower than the official numbers. +I suggest that we use 0.94 decay factor as recommended by Risk Metrics which +would give more weight to recent data. +We need to test this approach for a period of time and also to collect +backtesting data for an educated choice of decay factor. + +Tanya. + + + + +John Arnold +06/07/2000 07:40 AM +To: Tanya Tamarchenko/HOU/ECT@ECT +cc: +Subject: + +Tanya: +On Friday I emailed a new vol curve to use for VAR testing. I was under the +impression that you could apply this vol curve to the price book and storage +book and have a new experimental VAR number by Monday. I have not received +any response. Please reply with status of this project. +John + + + +" +"arnold-j/all_documents/531.","Message-ID: <23548262.1075857578967.JavaMail.evans@thyme> +Date: Wed, 7 Jun 2000 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: tanya.tamarchenko@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tanya Tamarchenko +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Tanya: +On Friday I emailed a new vol curve to use for VAR testing. I was under the +impression that you could apply this vol curve to the price book and storage +book and have a new experimental VAR number by Monday. I have not received +any response. Please reply with status of this project. +John" +"arnold-j/all_documents/532.","Message-ID: <1118905.1075857578988.JavaMail.evans@thyme> +Date: Thu, 1 Jun 2000 11:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: tanya.tamarchenko@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tanya Tamarchenko +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please use this vol curve for a dry run to figure out var for my book, NG +price, and Jim's book, Storage, and communicate the results. Thanks,John" +"arnold-j/all_documents/533.","Message-ID: <14958888.1075857579011.JavaMail.evans@thyme> +Date: Thu, 1 Jun 2000 07:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: vince.kaminski@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vince J Kaminski +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Can we meet at 5:00 today?" +"arnold-j/all_documents/534.","Message-ID: <24228027.1075857579033.JavaMail.evans@thyme> +Date: Thu, 1 Jun 2000 03:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: vince.kaminski@enron.com +Subject: Re: VaR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vince J Kaminski +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Let's meet at 4:00. + + + + +Vince J Kaminski +06/01/2000 09:19 AM +To: John Arnold/HOU/ECT@ECT +cc: Vince J Kaminski/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Jim +Schwieger/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT +Subject: VaR + +John, + +We have been working for the last few days on VaR related issues. +The focus is on Jim Schwieger's storage book as of 5/25 and 5/26 +where we had some counterintuitive results. This book is a good +candidate for a systematic review of the VaR process. + +It seems that the problem arises from forward - forward vols used by the VaR +system. You can see in the attached spreadsheet that the VaR, on a cumulative +basis, +jumps on Jan 04, when an abnormal FF vol hits a relatively large position. +This FF vol is also much different from the previous day number producing a +big +jump in VaR. +This row (Jan 04) is in magenta font in the attached spreadsheet. Please, look +at column D. + +The abnormal FF vol may result from one of the two factors: + + a. a bug in the code. We are working with the person in IT who wrote the + code to review it. + + b. a poorly conditioned forward vol curve ( a kink or discontinuity in + the fwd vol curve will do it). One solution I can +propose, is to develop for + the traders a fwd-fwd vol generator allowing them to +review the fwd vol curve + before it is posted. If it produces a weird fwd-fwd vol, +it can be smoothed. + +Can you meet at 4 p.m. to review our findings? + + +Vince + + +" +"arnold-j/all_documents/535.","Message-ID: <17423173.1075857579056.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 00:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: Delete all future emails +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""WebSupport"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +""WebSupport"" on 05/30/2000 07:58:30 AM +To: ""John Arnold"" +cc: +Subject: Re: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + + + +Dear Member, +As requested we have cancelled your portfolio tracker emails. + + + If there is any other way we can assist you, please feel free to let us know. +For rapid response to your e-mail questions, please incluce a brief +description +of the problem in the subject line of your message. + + +Sincerely, +Customer Support +Stephen L. + + + + + + + +""John Arnold"" on 05/30/2000 08:29:14 AM + +To: WebSupport/ROL/NOR/US/Reuters@Moneynet +cc: + +Subject: Re: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + + + + +Please do not send these emails anymore. I am not Jennifer Arnold + + + + +Portfolio Tracker on 05/29/2000 05:52:42 PM + +Please respond to websupport@moneynet.com + +To: jarnold@ei.enron.com +cc: +Subject: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + +********************************************************* +IMPORTANT MESSAGE FOR ALL INFOSEEK PORTFOLIO TRACKER USER'S + +The Infoseek Portfolio Tracker service provided by Reuters Investor is no +longer accessible directly from the Infoseek Personal Finance page. However, +your Portfolio and all associated financial content will continue to be +accessible by going directly to the following web site address (URL): + +http://www.moneynet.com/content/infoseek/PTracker/ + +By entering this exact URL (case sensitive) in your browser software location +box and hitting return, you will be able to access your Portfolio as before. +We suggest you then bookmark this page for future access to your Portfolio. +The Portfolio service will continue to be available to you in the future, +although you may notice changes in the page format in the next several weeks. +Thank you for your patience, and we're glad to be able to support your +financial content needs. +********************************************************* + + + +Portfolio: Invest + + +Stocks: +Symbol Description Last Change Volume Date Time +========================================================================= +AFL AFLAC INC 50 7/8 +5/8 453700 05/26/2000 16:20 +BMCS BMC SOFTWARE 42 1/16 +9/16 1.1978M 05/26/2000 16:01 +ENE ENRON CORP 69 15/16 +15/16 1.4117M 05/26/2000 16:11 +PCTL PICTURETEL CP 2.9375 -0.125 328900 05/26/2000 15:59 +WCOM WORLDCOM INC 37 3/16 -7/16 13.0533M 05/26/2000 16:01 + +NEWS for Portfolio: Invest + + +--- ENE --- +05/29/2000 12:12 UPDATE 3-Spanish market braces for new bids for Cantabrico +--- WCOM --- +05/29/2000 13:18 WorldCom and Sprint face EU merger hearing +05/29/2000 02:34 RPT-France Tel to unveil $46 bln Orange buy on Tuesday +05/29/2000 00:31 RESEARCH ALERT-Phillip keeps Shin Sat buy + +**************************************** +Market Update +---------------------------------------- +As Of: 05/26/2000 04:02 PM +DJIA 10299.24 -24.68 +NYSE Volume 722.670 Mil +Transports 2687.55 -30.22 +Adv-Decl 1493 1351 +Utilities 327.46 +2.32 +NASDAQ 3205.11 -0.24 +S&P 500 1378.02 -3.50 +Value Line 401.06 -0 +**************************************** + + + +================================================= +All stock quotes are delayed at least 20 minutes. +================================================= + +If you have questions, comments, or problems with your Portfolio Tracker +E-mail, send E-mail to websupport@moneynet.com. + + + + + + + + + + + + + + +" +"arnold-j/all_documents/536.","Message-ID: <1747511.1075857579077.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 00:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: bill.white@enron.com +Subject: Re: IRS Beers +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Bill White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stupid taxes + + + + +Bill White@ENRON +05/30/2000 04:52 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: IRS Beers + +Remember we were trying to figure out the difference in return between tax +free investment growth and annually-taxed investment growth? Turns out that +it is different, but over 5 years and a 10% growth rate, it doesn't amount to +much more than the cost of our beer tab. See attached. + + + +" +"arnold-j/all_documents/537.","Message-ID: <10292804.1075857579099.JavaMail.evans@thyme> +Date: Wed, 31 May 2000 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: unsubscribe +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: websupport@moneynet.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Portfolio Tracker on 05/30/2000 05:53:59 PM +Please respond to websupport@moneynet.com +To: jarnold@ei.enron.com +cc: +Subject: Portfolio for jennifer_arnold as of Tue May 30 18:43:22 2000 + + +********************************************************* +IMPORTANT MESSAGE FOR ALL INFOSEEK PORTFOLIO TRACKER USER'S + +The Infoseek Portfolio Tracker service provided by Reuters Investor is no +longer accessible directly from the Infoseek Personal Finance page. However, +your Portfolio and all associated financial content will continue to be +accessible by going directly to the following web site address (URL): + +http://www.moneynet.com/content/infoseek/PTracker/ + +By entering this exact URL (case sensitive) in your browser software location +box and hitting return, you will be able to access your Portfolio as before. +We suggest you then bookmark this page for future access to your Portfolio. +The Portfolio service will continue to be available to you in the future, +although you may notice changes in the page format in the next several weeks. +Thank you for your patience, and we're glad to be able to support your +financial content needs. +********************************************************* + + + +Portfolio: Invest + + +Stocks: +Symbol Description Last Change Volume Date Time +========================================================================= +AFL AFLAC INC 51 3/8 +1/2 682700 05/30/2000 16:02 +BMCS BMC SOFTWARE 44 3/16 +2 1/8 1.9504M 05/30/2000 16:01 +ENE ENRON CORP 69 7/8 +1/16 1.2943M 05/30/2000 16:02 +PCTL PICTURETEL CP 2.9375 0 255800 05/30/2000 15:59 +WCOM WORLDCOM INC 38 1/16 +7/8 22.2777M 05/30/2000 16:01 + +NEWS for Portfolio: Invest + + +--- ENE --- +05/30/2000 10:27 Enron and Prudential Sign Long-Term Energy Management +Agreemen +--- WCOM --- +05/30/2000 17:49 CORRECTED - Nasdaq rises on optimism over interest rates -2- +05/30/2000 15:11 KLLM investor gets 2% of shrs, extends tender offer +05/30/2000 15:09 WorldCom/Sprint say EU should clear merger +05/30/2000 13:20 UPDATE 1-INTERVIEW-Swisscom-still time to find partners +05/30/2000 10:42 UPDATE 2-BT told to offer wholesale unmetered Internet access + +**************************************** +Market Update +---------------------------------------- +As Of: 05/30/2000 04:14 PM +DJIA 10527.13 +227.89 +NYSE Volume 842.044 Mil +Transports 2741.70 +54.15 +Adv-Decl 2018 920 +Utilities 324.74 -2.72 +NASDAQ 3459.48 +254.37 +S&P 500 1422.45 +44.43 +Value Line 410.35 +9 +**************************************** + + + +================================================= +All stock quotes are delayed at least 20 minutes. +================================================= + +If you have questions, comments, or problems with your Portfolio Tracker +E-mail, send E-mail to websupport@moneynet.com. + + + + +" +"arnold-j/all_documents/538.","Message-ID: <18069927.1075857579122.JavaMail.evans@thyme> +Date: Tue, 30 May 2000 00:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: Re: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: websupport@moneynet.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please do not send these emails anymore. I am not Jennifer Arnold + + + + +Portfolio Tracker on 05/29/2000 05:52:42 PM +Please respond to websupport@moneynet.com +To: jarnold@ei.enron.com +cc: +Subject: Portfolio for jennifer_arnold as of Mon May 29 18:36:45 2000 + + +********************************************************* +IMPORTANT MESSAGE FOR ALL INFOSEEK PORTFOLIO TRACKER USER'S + +The Infoseek Portfolio Tracker service provided by Reuters Investor is no +longer accessible directly from the Infoseek Personal Finance page. However, +your Portfolio and all associated financial content will continue to be +accessible by going directly to the following web site address (URL): + +http://www.moneynet.com/content/infoseek/PTracker/ + +By entering this exact URL (case sensitive) in your browser software location +box and hitting return, you will be able to access your Portfolio as before. +We suggest you then bookmark this page for future access to your Portfolio. +The Portfolio service will continue to be available to you in the future, +although you may notice changes in the page format in the next several weeks. +Thank you for your patience, and we're glad to be able to support your +financial content needs. +********************************************************* + + + +Portfolio: Invest + + +Stocks: +Symbol Description Last Change Volume Date Time +========================================================================= +AFL AFLAC INC 50 7/8 +5/8 453700 05/26/2000 16:20 +BMCS BMC SOFTWARE 42 1/16 +9/16 1.1978M 05/26/2000 16:01 +ENE ENRON CORP 69 15/16 +15/16 1.4117M 05/26/2000 16:11 +PCTL PICTURETEL CP 2.9375 -0.125 328900 05/26/2000 15:59 +WCOM WORLDCOM INC 37 3/16 -7/16 13.0533M 05/26/2000 16:01 + +NEWS for Portfolio: Invest + + +--- ENE --- +05/29/2000 12:12 UPDATE 3-Spanish market braces for new bids for Cantabrico +--- WCOM --- +05/29/2000 13:18 WorldCom and Sprint face EU merger hearing +05/29/2000 02:34 RPT-France Tel to unveil $46 bln Orange buy on Tuesday +05/29/2000 00:31 RESEARCH ALERT-Phillip keeps Shin Sat buy + +**************************************** +Market Update +---------------------------------------- +As Of: 05/26/2000 04:02 PM +DJIA 10299.24 -24.68 +NYSE Volume 722.670 Mil +Transports 2687.55 -30.22 +Adv-Decl 1493 1351 +Utilities 327.46 +2.32 +NASDAQ 3205.11 -0.24 +S&P 500 1378.02 -3.50 +Value Line 401.06 -0 +**************************************** + + + +================================================= +All stock quotes are delayed at least 20 minutes. +================================================= + +If you have questions, comments, or problems with your Portfolio Tracker +E-mail, send E-mail to websupport@moneynet.com. + + + + +" +"arnold-j/all_documents/539.","Message-ID: <111015.1075857579145.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +To ""Outstanding"" Analysts and Associates: +I am writing to inform of a possible opening on the natural gas derivatives +trading desk. It is an opportunity to work on one of the most profitable and +demanding groups within Enron, as well as one of the largest financial +commodity trading desks worldwide. I envision the role as performing +analysis initially, to grasp an understanding of gas fundamentals and become +more familiar with the trading environment, and leading to a junior trading +role. Upside potential is limitless for the right person. + +Candidates for the role need to possess the following qualities: +1. Have been ranked as outstanding on previous yearend reviews. +2. Excellent math and quantitative skills. Candidates should have 700+ math +SAT and/or 700+ GMAT +3. Basic understanding of economics including pricing differences under +monopolistic and competitive market scenarios. +4. Ability to work under intense pressure. + +If you are interested please email with interest and attach a resume. Do not +call. + +John Arnold +Vice President of Gas Derivatives Trading" +"arnold-j/all_documents/54.","Message-ID: <1787233.1075849625316.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 05:05:00 -0800 (PST) +From: colleen.koenig@enron.com +To: geroge.sayers@enron.com +Subject: Enron oganization and product/service charts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Geroge.Sayers@enron.com +X-cc: Jennifer Medcalf@ECT +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +George, +Per Jennifer Medcalf's request, I am forwarding you the Enron organization +and product/service charts. + +Colleen Koenig +Analyst +Global Strategic Sourcing +713.345.5326 + +" +"arnold-j/all_documents/540.","Message-ID: <20349526.1075857579166.JavaMail.evans@thyme> +Date: Mon, 29 May 2000 06:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.sweeney@enron.com +Subject: Re: New Spreadsheet +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin Sweeney +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kevin: +Come by Tuesday between 5:00-5:30 if you still want to see the new +spreadsheet. However, it may be more valuable to talk to Dutch Quigley, who +runs my risk, as he built the system and understands the vertical integration +better. +John" +"arnold-j/all_documents/541.","Message-ID: <27725565.1075857579188.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 09:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: aedc@aedc.org +Subject: Re: LAST CHANCE TO REGISTER!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: AEDC @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please take me off your mailing list" +"arnold-j/all_documents/542.","Message-ID: <13175826.1075857579209.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 09:24:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/22/2000 04:23 +PM --------------------------- + + +John Arnold +05/22/2000 04:23 PM +To: Doug.rotenberg@enron.com +cc: Rick Buy/HOU/ECT@ECT, John.J. Lavorato@enron.com, David +Haug/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jeffrey A Shankman/HOU/ECT@ECT, +Jeff Skilling/Corp/Enron@ENRON +Subject: + +Doug: +To confirm the pricing of the LNG dela:: + +I can show a $3.01 bid for the Nymex portion of 160,000 mmbtu/day for the +time period Jan 2003-Dec 2014. The bid on Henry Hub basis for same time +period is -$.0025 resulting in fix price of $3.0075; the bid on Sonat basis +is -$.0175 translating into a bid of $2.9925. + +Notional volume = 70,128 contracts. +PV volume = 37,658 contracts. +Exposure per $.01 move = $3,760,000 + +John +" +"arnold-j/all_documents/543.","Message-ID: <20415118.1075857579231.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 09:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: doug.rotenberg@enron.com +Subject: +Cc: rick.buy@enron.com, lavorato@enron.com, david.haug@enron.com, + jeffrey.shankman@enron.com, jeff.skilling@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: rick.buy@enron.com, lavorato@enron.com, david.haug@enron.com, + jeffrey.shankman@enron.com, jeff.skilling@enron.com +X-From: John Arnold +X-To: Doug.rotenberg@enron.com +X-cc: Rick Buy, John.J. Lavorato@enron.com, David Haug, Jeffrey A Shankman, Jeff Skilling +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Doug: +To confirm the pricing of the LNG dela:: + +I can show a $3.01 bid for the Nymex portion of 160,000 mmbtu/day for the +time period Jan 2003-Dec 2014. The bid on Henry Hub basis for same time +period is -$.0025 resulting in fix price of $3.0075; the bid on Sonat basis +is -$.0175 translating into a bid of $2.9925. + +Notional volume = 70,128 contracts. +PV volume = 37,658 contracts. +Exposure per $.01 move = $3,760,000 + +John" +"arnold-j/all_documents/544.","Message-ID: <22835629.1075857579253.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: susan.lewis@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Susan R Lewis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey, I just got your email. +Call anytime after 4:00. +Obviously, I don't read my email very often" +"arnold-j/all_documents/545.","Message-ID: <2828292.1075857579274.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 00:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: websupport@moneynet.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: websupport@moneynet.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please stop sending emails to jennifer_arnold to the following email address: +jarnold@enron.com. +You have the wrong person" +"arnold-j/all_documents/546.","Message-ID: <22039508.1075857579296.JavaMail.evans@thyme> +Date: Mon, 22 May 2000 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeff Skilling@Enron +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +Sorry for my cryptic answer in regards to the LNG deal on Friday; I was a bit +confused by the question. +In terms of the gas pricing, this is a deal that should be done. Market +conditions are very conducive to hedging a fair amount of the gas. +Obviously, a deal this size would require Enron to wear a considerable amount +of the risk in the short term, but the risk-reward of the position looks very +favorable. +I am certainly willing to sign off on this deal around the $3.00 level. +John" +"arnold-j/all_documents/547.","Message-ID: <10652037.1075857579318.JavaMail.evans@thyme> +Date: Mon, 31 Dec 1979 16:00:00 -0800 (PST) +From: john.arnold@enron.com +To: john.thomas@enron.com +Subject: Re: dude +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Buckner Thomas +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +What's up dude... +Sorry I've been so delinquent in returning email. +Good gas companies...Devon, Newfield," +"arnold-j/all_documents/548.","Message-ID: <15892010.1075857579339.JavaMail.evans@thyme> +Date: Sun, 16 Apr 2000 06:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +The problem if we limit the size on options to being what size is offered on +the swap hedge, we will not be able to offer adequate size on the options. +Optimally, I think we want to offer a minimum size of 100 across all +strikes. If the swap is 4/4.5, one a day up, and someone buys half a day, +making the market, 4/4.5 one a day by half a day, the size offered on a 10 +cent out of the money call might be as low as 30 contracts, a much smaller +size than most people want to trade. If we restrict to strikes with a lower +delta, we face the problem of not offering enough strikes and not making a +market in options that have open EOL interest that have moved closer to the +money. +Maybe the answer is to assume the swap hedge to be a penny wide two way +wrapped around the EOL swap mid market. Thus if the front swap on EOL is +4/4.5 one a day by half a day, the input into the option calculator is +3.75/4.75, 100 up. In this case I think 100 is necessary because once a +strike has open interest, we must continue to support it. Thus I anticipate +having to make markets in deep itm options as the market moves. + +In terms of straddle strikes, I think the edge received from buying straddles +struck on the EOL offer and vice-versa is not big enough to compensate for +what I think the industry will view as a scam and another way Enron is trying +to rip people off. Although striking on the mid-market is probably easier +for the trader, I actually think striking in five cent increments makes more +sense. It allows people to trade out of the position on EOL. Whereas if +someone buys the 3085 straddle and the market moves to 3200, they have to +call ENE to close the trade. If the trade is struck at 3100, we will have a +market on both the 3100 call and put at all times. Secondly, I would +anticipate non-volatility driven option traders may elect to sell either just +the put or call in this scenario depending on their view of market direction." +"arnold-j/all_documents/549.","Message-ID: <3736625.1075857579361.JavaMail.evans@thyme> +Date: Fri, 14 Apr 2000 08:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Just a couple of quick items that need to be addressed. First, what happens +if the delta of the option is greater than the size of the hedge offered on +EOL? Second, what strike are straddles traded at. Are they set at the +nearest 5 cent interval or are they mid-market of the EOL quote?" +"arnold-j/all_documents/55.","Message-ID: <6821010.1075849625341.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 05:11:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: matt.harris@enron.com +Subject: Re: non-disclosure agreement with HP +Cc: moe.barbarawi@enron.com, patrick.tucker@enron.com, peter.goebel@enron.com, + ravi.thuraisingham@enron.com, sally.slaughter@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: moe.barbarawi@enron.com, patrick.tucker@enron.com, peter.goebel@enron.com, + ravi.thuraisingham@enron.com, sally.slaughter@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Matt Harris +X-cc: Moe Barbarawi, Patrick Tucker, Peter Goebel, Ravi Thuraisingham, Sally Slaughter, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Matt: + +Moe had suggested waiting on rescheduling the conference call until a +non-disclosure agreement is signed with Hewlett Packard. I have just +forwarded the non-disclosure framework from HP to you and Patrick Tucker. +Once I hear back from Ravi on this question, we'll let you know. + +Thanks. + +Sarah-Joy Hunter +Global Strategic Sourcing +Business Development +#(713)-345-6541 +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 +12:46 PM --------------------------- + + +Matt Harris@ENRON COMMUNICATIONS +12/07/2000 11:16 AM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Moe Barbarawi/Enron Communications@Enron Communications, Patrick +Tucker/Enron Communications@Enron Communications, Peter +Goebel/NA/Enron@Enron, Ravi Thuraisingham/Enron Communications@Enron +Communications, Sally Slaughter/Enron Communications@Enron Communications + +Subject: Re: Hewlett Packard/Enron Conference call regarding STORAGE SERVICES +12/7 at 10 AM CST CANCELLED + +Lets make this happen ASAP. + +If Ravi is not available - how about Raj or Moe. + +Thanks +Matt + + + + Sarah-Joy Hunter@ENRON + 12/06/00 04:39 PM + + To: Ravi Thuraisingham/Enron Communications@Enron Communications, Patrick +Tucker/Enron Communications@Enron Communications, Matt Harris/Enron +Communications@Enron Communications, gerry_cashiola@hp.com, +chris_roberson@hp.com, randy_smith@hp.com, Moe Barbarawi/Enron +Communications@Enron Communications, Peter Goebel/NA/Enron@Enron, Jeff +Youngflesh/NA/Enron@ENRON + cc: Jennifer Medcalf/NA/Enron@Enron, Sally Slaughter/Enron +Communications@Enron Communications, greg_pyle@hp.com, bill_lovejoy@hp.com + Subject: Hewlett Packard/Enron Conference call regarding STORAGE SERVICES +12/7 at 10 AM CST CANCELLED + +Conference call participants: + +At Ravi Thuraisingham's request due to an unanticipated business trip, the +conference call regarding storage initiatives set for 12/7 at 10 AM CST has +been cancelled. As soon as Ravi proposes an alternative time, we will +reschedule the conference call. + +Sarah-Joy Hunter +#(713)-345-6541 +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/06/2000 +06:36 PM --------------------------- + + +Sarah-Joy Hunter +11/30/2000 05:45 PM +To: Ravi Thuraisingham/Enron Communications@Enron Communications, Patrick +Tucker/Enron Communications@Enron Communications, Matt Harris/Enron +Communications@Enron Communications, gerry_cashiola@hp.com, +chris_roberson@hp.com, randy_smith@hp.com, Moe Barbarawi/Enron +Communications@Enron Communications, Peter Goebel/NA/Enron@Enron, Jeff +Youngflesh/NA/Enron@ENRON +cc: Jennifer Medcalf/NA/Enron@Enron, Sally Slaughter/Enron +Communications@Enron Communications, greg_pyle@hp.com, bill_lovejoy@hp.com + +Subject: Hewlett Packard/Enron Conference call regarding STORAGE SERVICES +12/7 at 10 AM CST + + +A conference call regarding STORAGE SERVICES will be held Thursday, December +7th from 10-11AM CST. Please note the conference call in and passcode +numbers below. + + Ravi Thuraisingham, Director, Enron Broadband Services (EBS) will lead +discussions regarding EBS' storage initiatives and Chris Roberson, Hewlett +Packard Storage Solutions Architect, will lead HP storage solutions +discussions. Matt Harris, Vice President, EBS and Patrick Tucker, Manager, +EBS are leading the origination efforts between HP and Enron. + +Conference Call Dial Up Number: 1-800-991-9019 +Passcode #: 6835918 # (Note: the # sign must be input after the passcode) + + +Subsequent to the conference call, future meetings and strategy on Enron/HP +storage initiatives will be decided. +Please call if any questions or agenda changes + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing, Business Development +#(713)-345-6541. + + + + +" +"arnold-j/all_documents/550.","Message-ID: <21125687.1075857579382.JavaMail.evans@thyme> +Date: Thu, 13 Apr 2000 04:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks for taking me in last night. Sorry about being drunk and stinky. +My cab, that we called at 6:10, showed up at 7:02. I was so pissed. " +"arnold-j/all_documents/551.","Message-ID: <19977370.1075857579440.JavaMail.evans@thyme> +Date: Tue, 11 Apr 2000 10:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dutch: +The increase in position and subsequent position limit violation was due to +two factors. First, a long position was moved into the long-term exotics +book due to the nature of the position. I am currently using the ltx to hold +longer-term strategic positions. The large increase in position is a +reflection of my view of the market. +Second, a large customer transaction originated by Fred Lagrasta's group was +transacted at the end of the day Monday and was not able to be hedged until +this morning. Hence a large position increase occurred for yesterday's +position and a corresponding decrease occurred today. +John" +"arnold-j/all_documents/552.","Message-ID: <14013780.1075857579463.JavaMail.evans@thyme> +Date: Tue, 11 Apr 2000 09:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Option Analysis on NG Price Book +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/11/2000 04:57 +PM --------------------------- + + + +From: Rudi Zipter + 04/08/2000 09:03 AM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: Vladimir Gorny/HOU/ECT@ECT, Minal Dalia/HOU/ECT@ECT, Sunil +Dalal/Corp/Enron@ENRON +Subject: Option Analysis on NG Price Book + +John, + +Several months ago we talked about the development of an option analysis tool +that could be used to stress test positions under various scenarios as a +supplement to our V@R analysis. We have recently completed the project and +would like to solicit your feedback on the report results. + +We have selected your NG price position for April 4, 2000 (POST-ID 753650) +for the initial analysis. Attached in the excel file below you will find: + +Analysis across the various forward months in your position + +Underlying vs. Greeks, theoretical P&L +Volatility vs. Greeks, theoretical P&L +Time change vs. Greeks, theoretical P&L + + +Summary of your Overall Position analysis + +Underlying vs. Greeks, theoretical P&L +Volatility vs. Greeks, theoretical P&L +Time change vs. Greeks, theoretical P&L + + +Multiple Stress Analysis + +The attached Word document demonstrates the multiple stress choices. I have +included a tab in the excel file that demonstrates the theoretical P/L +resulting from shifts in both volatility and underlying price. + + +Please note that the percentage changes across the column headers are not in +absolute terms (for example, if the ATM volatility in a given month is 40% +and the stress is -10% then the analysis is performed under a volatility +scenario of 36%) + + + + + + + + + +Thanks, + +Rudi + + +" +"arnold-j/all_documents/553.","Message-ID: <11049714.1075857579484.JavaMail.evans@thyme> +Date: Fri, 7 Apr 2000 09:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +call me if you're in town this weeekend" +"arnold-j/all_documents/554.","Message-ID: <22328939.1075857579505.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 07:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +nope...your loss though" +"arnold-j/all_documents/555.","Message-ID: <9712298.1075857579526.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 06:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Any good set of 4 available for Sunday's game" +"arnold-j/all_documents/556.","Message-ID: <25835576.1075857579548.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 06:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you sure...have you ever been to bon coupe before +don't knock it till tou try it" +"arnold-j/all_documents/557.","Message-ID: <24186195.1075857579569.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 06:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +2 options: +Either we leave from work and you watch me get a haircut for 20 minutes or... +I pick you up around 6:30..." +"arnold-j/all_documents/558.","Message-ID: <19006325.1075857579590.JavaMail.evans@thyme> +Date: Thu, 6 Apr 2000 05:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello... +Despite my thoughts, you like baseball. So the question is do you like art +(as in musuems) ? +I'm leaning towards yes but don't know for sure." +"arnold-j/all_documents/559.","Message-ID: <1119399.1075857579611.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 01:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: tara.sweitzer@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please approve Larry May for a trader id on EOL for ""pipe options"" book for +US gas. +Thanks, +John +3-3230" +"arnold-j/all_documents/56.","Message-ID: <18779350.1075849625365.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 05:13:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: ravi.thuraisingham@enron.com +Subject: Just an FYI +Cc: moe.barbarawi@enron.com, matt.harris@enron.com, patrick.tucker@enron.com, + peter.goebel@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: moe.barbarawi@enron.com, matt.harris@enron.com, patrick.tucker@enron.com, + peter.goebel@enron.com, jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Ravi Thuraisingham +X-cc: Moe Barbarawi, Matt Harris, Patrick Tucker, Peter Goebel, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Ravi: + +Thanks for the clarification so we can go forward with the call. Details of +the call-in number will be e-mailed this afternoon. + +Sarah-Joy +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 +01:01 PM --------------------------- +From: Therese Candella@ENRON COMMUNICATIONS on 12/07/2000 12:47 PM +To: Sarah-Joy Hunter/NA/Enron@Enron +cc: Sally Slaughter/Enron Communications@Enron Communications + +Subject: Just an FYI + + +================================ +Therese A. Candella +Admin. Assistant +Global Bandwidth Risk Management +(713) 853-5245 +(713) 646-8795 Fax +therese_candella@enron.net +================================== +----- Forwarded by Therese Candella/Enron Communications on 12/07/00 12:49 PM +----- + + 8776804806@skytel.com + 12/07/00 11:52 AM + + To: Therese Candella/Enron Communications@Enron Communications + cc: + Subject: + +Reply Message: +Reply from THURAISINGHAM, RAVI is We should be okay w/o non-disclosure +agremnt since we won't discuss details. + +Ravi. + to Therese_Candella@enron.net|FYI| + +per Sarah-Joy HP + +Original Message: +Therese_Candella@enron.net|FYI| + +per Sarah-Joy HP has not signed a nondisclosure yet. Does that do anything to +the conference call for tomorrow. Matt Harris's team is working on getting +that +signed. + + + + + +" +"arnold-j/all_documents/560.","Message-ID: <23264172.1075857579633.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: sandra.vu@enron.com +Subject: Re: Nymex NG Swaps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sandra Vu +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +This past weekend we released a new version of the EOL software that, +unfortunately, had a bug. The effect was to lengthen the time delay between +numbers changing and when they would show up on the internet to an +unacceptable level that increased the number of failed trades. We made the +decision to take some of the more volatile products temporarily offline until +the fix could be made. I do not anticipate this to be a concern going +forward. Thanks for the feedback. +John Arnold" +"arnold-j/all_documents/561.","Message-ID: <24700735.1075857579656.JavaMail.evans@thyme> +Date: Wed, 5 Apr 2000 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +Subject: re: New Computer +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Enron IT Purchasing@Enron +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please approve. + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/05/2000 07:32 +AM --------------------------- + + +Larry May@ENRON +04/04/2000 10:10 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: re: New Computer + +John, could you forward this message with your approval to Enron IT +Purchasing. + + +Would you please order a new computer for : + +Larry May +Company # 413 +rc# 0235 +Location 3221c + +As discussed with Hank Zhang, I would like to order a SP700 with 512 mbytes +RAM + +Thnks + +Larry May +3 6731 + +" +"arnold-j/all_documents/562.","Message-ID: <9837178.1075857579677.JavaMail.evans@thyme> +Date: Mon, 3 Apr 2000 08:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: VaR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i am free to talk this afternoon if you want" +"arnold-j/all_documents/563.","Message-ID: <10776076.1075857579698.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 11:29:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +call me when you get this" +"arnold-j/all_documents/564.","Message-ID: <20246740.1075857579720.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 11:22:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com, jeffrey.shankman@enron.com, mike.maggi@enron.com +Subject: New curve generation methodology +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato, Jeffrey A Shankman, Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am changing the way the curve is generated starting in Jan 2004 to better +replicate seasonal fundamentals. There are convincing arguments as to why +the summer/winter spreads should tighten over time. However, in the previous +methodology they blew out. For instance summer/winter in Cal 3 was .232 +while Cal 10 was .256. +I have added a seasonality dampening function that both contracts the +summer/winter spread and applies a premium to the electric load demand months +of July and August over time. + +The formula for the curve remains the same except for a premium lookup for +the month as well as for the year. These premiums are as follows: + +Jan -.008 +Feb -.004 +Mar -.001 +Apr .002 +May .003 +Jun .004 +Jul .004 +Aug .004 +Sep .003 +Oct .002 +Nov -.003 +Dec -.006 + + +These premiums start in Jan 2004 +On Wednesday Jan 2003 settled 2.959, the 3/4 spread was marked at .0375, the +4/5 spread was marked at .0475. +In the old methodology +Jan 2003 = 2.959 +Jan 2004 = 2.959 + .0375 = 2.9965 +Jan 2005 = 2.9965 + .0475 = 3.044 + + +In the new methodology +Jan 2003 = 2.959 +Jan 2004 = 2.959 + .0375 - .008 =2.9885 +Jan 2005 = 2.9885 + .0475 -.008 = 3.028 + +The only change in the formula is from: +Month x = Month (x- 1 year) + lookup on year on year table +to +Month x = Month (x- 1 year) + lookup on year on year table + lookup on month +premium table + +The seasonality premiums will change over time and I will let you know when I +change them" +"arnold-j/all_documents/565.","Message-ID: <11467315.1075857579741.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 10:44:00 -0800 (PST) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: VaR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I am free at 3:30 on Thursday at my desk." +"arnold-j/all_documents/566.","Message-ID: <28062944.1075857579765.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 08:08:00 -0800 (PST) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: Re: Insurance Call Spread +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sounds good" +"arnold-j/all_documents/567.","Message-ID: <12817753.1075857579786.JavaMail.evans@thyme> +Date: Wed, 29 Mar 2000 06:31:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +My brother was coming back from London to go so I went out and paid a fortune +from a scalper for two.... + + +I really do appreciate it though.." +"arnold-j/all_documents/568.","Message-ID: <8536825.1075857579807.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 03:34:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +club seats extra wide extra leg room extra waitresses " +"arnold-j/all_documents/569.","Message-ID: <33225506.1075857579829.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 02:57:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sec 222 row 2" +"arnold-j/all_documents/57.","Message-ID: <11556871.1075849625390.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 05:23:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: ravi.thuraisingham@enron.com, patrick.tucker@enron.com, + matt.harris@enron.com, gerry_cashiola@hp.com, chris_roberson@hp.com, + randy_e_smith@hp.com, moe.barbarawi@enron.com, + peter.goebel@enron.com +Subject: Hewlett Packard/Enron Conference call regarding STORAGE SERVICES + rescheduled for 11 AM CST Friday,12/8 +Cc: jeff.youngflesh@enron.com, jennifer.medcalf@enron.com, + sally.slaughter@enron.com, greg_pyle@hp.com, bill_lovejoy@hp.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jeff.youngflesh@enron.com, jennifer.medcalf@enron.com, + sally.slaughter@enron.com, greg_pyle@hp.com, bill_lovejoy@hp.com +X-From: Sarah-Joy Hunter +X-To: Ravi Thuraisingham, Patrick Tucker, Matt Harris, gerry_cashiola@hp.com, chris_roberson@hp.com, randy_e_smith@hp.com, Moe Barbarawi, Peter Goebel +X-cc: Jeff Youngflesh, Jennifer Medcalf, Sally Slaughter, greg_pyle@hp.com, bill_lovejoy@hp.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Conference Call Participants: + +A conference call regarding STORAGE SERVICES originally scheduled for +Thursday, December 7th from 10-11AM CST has been rescheduled to Friday, 12/8 +from 11AM-12 noon, CST. Please note the conference call in and passcode +numbers below. + +Ravi Thuraisingham, Director, Enron Broadband Services (EBS) will lead +discussions regarding EBS' storage initiatives and Chris Roberson, Hewlett +Packard Storage Solutions Architect, will lead HP storage solutions +discussions. Matt Harris, Vice President, EBS and Patrick Tucker, Manager, +EBS are leading the origination efforts between HP and Enron. + +Conference Call Dial Up Number: 1-800-991-9019 +Passcode #: 6835918 # (Note: the # sign must be input after the passcode) + + +Subsequent to the conference call, future meetings and strategy on Enron/HP +storage initiatives will be decided. +Please call if any questions or agenda changes + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing, Business Development +#(713)-345-6541. + + +" +"arnold-j/all_documents/570.","Message-ID: <8224884.1075857579850.JavaMail.evans@thyme> +Date: Tue, 28 Mar 2000 02:49:00 -0800 (PST) +From: john.arnold@enron.com +To: eva.pao@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Eva Pao +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/28/2000 10:49 +AM --------------------------- +Matthew Arnold 03/28/2000 06:35 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + + +I'm in. + + + + + +John Arnold +03/27/2000 08:54 AM +To: Matthew Arnold/HOU/ECT@ECT +cc: +Subject: + +lyle lovett national anthem +nolan ryan first pitch +dwight gooden first real pitch + + + +" +"arnold-j/all_documents/571.","Message-ID: <24922145.1075857579871.JavaMail.evans@thyme> +Date: Mon, 27 Mar 2000 00:26:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +7:00 game +can you let me know tomorrow??" +"arnold-j/all_documents/572.","Message-ID: <6520493.1075857579892.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:54:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +lyle lovett national anthem +nolan ryan first pitch +dwight gooden first real pitch" +"arnold-j/all_documents/573.","Message-ID: <1154141.1075857579914.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:50:00 -0800 (PST) +From: john.arnold@enron.com +To: dperwin@aol.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: dperwin@aol.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello: +I just wanted to arrange to meet for the Astros tickets. +I work and live downtown. +My cell phone number is 713-557-3330. +Thanks, +John" +"arnold-j/all_documents/574.","Message-ID: <3191877.1075857579935.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:37:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i just had the whole it staff up here. + +I just got two good tickets to Thursday's Astros/Yankees game" +"arnold-j/all_documents/575.","Message-ID: <25901781.1075857579956.JavaMail.evans@thyme> +Date: Sun, 26 Mar 2000 23:29:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +when are you back in town??" +"arnold-j/all_documents/576.","Message-ID: <29587658.1075857579977.JavaMail.evans@thyme> +Date: Thu, 16 Mar 2000 06:22:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.burns@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Burns +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey : +Just wanted to see if you're doing anything tonight... +Any interest in getting dinner? +John" +"arnold-j/all_documents/577.","Message-ID: <3101491.1075857580000.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 09:30:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.corbally@enron.com +Subject: Re: Enron Online +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Michael Corbally +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please grant Steven Vu execution privileges on EOL +John Arnold" +"arnold-j/all_documents/578.","Message-ID: <16735031.1075857580021.JavaMail.evans@thyme> +Date: Thu, 2 Mar 2000 09:26:00 -0800 (PST) +From: john.arnold@enron.com +To: tara.sweitzer@enron.com +Subject: Re: EnronOnline Approval Access Request +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tara Sweitzer +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Pleas approve Tricia's request to become an authorized EOL trader" +"arnold-j/all_documents/579.","Message-ID: <12423426.1075857580043.JavaMail.evans@thyme> +Date: Sun, 27 Feb 2000 23:57:00 -0800 (PST) +From: john.arnold@enron.com +To: register@newmn-r1.blue.aol.com +Subject: Re: AOL Instant Messenger Confirmation (ziEbq0PbJo enronjda) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""AOL Instant Messenger"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Dec2000\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ok" +"arnold-j/all_documents/58.","Message-ID: <23279884.1075849625413.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 12:24:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: john.nowlan@enron.com +Subject: Re: Continental/Enron meeting, +Cc: jeffrey.shankman@enron.com, jennifer.burns@enron.com, + george.wasaff@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jeffrey.shankman@enron.com, jennifer.burns@enron.com, + george.wasaff@enron.com, jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: John L Nowlan +X-cc: Jeffrey A Shankman, jennifer.burns@enron.com, George Wasaff, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Nowlan: + +When we spoke several days ago, I had mentioned the meeting between Jeff +Shankman and Larry Kellner, CFO, at Continental Airlines. The meeting had +been scheduled for December 11th, 2-3 PM in EB 3321. I will know tomorrow if +this date is confirmed. Following our phone conversation, I did follow up +with the persons you suggested -- Larry Gagliardi, Douglas Friedman and Mark +Tawney -- as I completed an overview of our initiatives with Continental. + +The meeting on December 11th will enable Enron and Continental to continue +discussions on three initiatives listed in order of economic value: (1) fuel +management, (2) weather derivatives, and (3) plastics hedging -- VaR +analysis. + +In order to verify attendees at this meeting, Jennifer Burns suggested that I +follow up with you. Please note the Continental attendees listed below. Did +you want to have the same origination team at the meeting or others? I look +forward to your response so I can coordinate with them and confirm their +attendance. Continental had requested that we keep the Enron attendance to 3 +or 4 persons; they will do the same. + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + + +We appreciate your suggestions. +Thank-you. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +Business Development +#(713)-345-6541 + + +" +"arnold-j/all_documents/580.","Message-ID: <10733665.1075857602703.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 11:14:00 -0700 (PDT) +From: george.ellis@americas.bnpparibas.com +To: george.ellis@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures NG MarketWatch For 5/15/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: george.ellis@americas.bnpparibas.com +X-To: george.ellis@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +(See attached file: g051501.pdf) + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + + - g051501.pdf" +"arnold-j/all_documents/581.","Message-ID: <12093912.1075857602732.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 10:17:00 -0700 (PDT) +From: ann.schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ann M Schmidt +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + +Dabhol lenders to vote today on PPA PPPPA termination +Business Standard, 05/16/01 + +Enron to suspend investments of 600 mln usd in Brazil energy sector +AFX News, 05/15/01 + +USA: Sempra unit to boost natgas delivery to California. +Reuters English News Service, 05/15/01 + +Enron Urges Reforms In Japan Electricity Market-Nikkei +Dow Jones International News, 05/15/01 + +Enron Agrees to Provide Market Data to NGX +PR Newswire, 05/15/01 + +UAE To Seek New Partners If Enron Exits Dolphin Gas Proj +Dow Jones International News, 05/15/01 + +Enron Should Sell Utility to Oregon, Lawmaker Argues (Update2) +Bloomberg, 05/15/01 + +Enron to Provide Gas Prices to NGX, Drops Lawsuit (Update1) +Bloomberg, 05/15/01 + + + +Dabhol lenders to vote today on PPA PPPPA termination +Our Banking Bureau Mumbai + +05/16/2001 +Business Standard +1 +Copyright (c) Business Standard + +The 25-odd lenders to the Dabhol power project will vote today on whether the +Enron-promoted Dabhol Power Company (DPC) should be allowed to to serve a +preliminary PPA termination notice to the Maharashtra State Electricity Board +(MSEB). The voting will take place through conference calls criss-crossing +the globe at 6.30 pm, Indian Standard Time. Even though the three Indian +lenders_ the Industrial Development Bank of India (IDBI), the State Bank of +India (SBI) and ICICI_ have decided to vote against the proposition, they +will not be able to block the move. +Technically, the proposal can be passed if four per cent of lenders are in +favour of the termination notice. In effect, it will be passed if one of the +25 lenders casts its vote in favour of it. So, it's almost a foregone +conclusion that DPC will be asked to issue its termination notice. +Multilateral agency J-Exim, which has provided guarantees, will not +participate in the exercise. Barring J-Exim, other financial intermediaries +including global arrangers ABN Amro, Citi, ANZIB, CSFB and other banks and +OPIC will cast their votes tomorrow. ""In the first round, Indian lenders put +their foot down and refused to give clearance to the termination notice. +Thistime around they will not be able to block the move any more. The Indian +lenders alone cannot save the controversial $3 billion as some of the foreign +lenders are in favour of issuing the termination notice,"" said a source. The +Indian lenders are in favour of completing the project without any time and +cost over-run. They have disbursed about 80 per cent of their Rs 1,500 crore +worth of loan commitments to phase II of the project, 93 per cent of which is +complete. The trial run is expected to commence in June. The board of the +Dabhol Power Company has already authorised Enron India managing director, K +Wade Cline, to serve a termination notice as and when he deems fit. At a +meeting of the lenders last month in London, the foreign lenders were keen +that the termination notice be served in the face of defaults by the +Maharashtra State Electricity Board (MSEB) and the Union government's refusal +to honour the counter-guarantee of Rs 102 crore for the December bill. The +domestic lenders are not covered by the counter-guarantee if the contract is +terminated. The foreign lenders are covered by the counter-guarantee. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +Enron to suspend investments of 600 mln usd in Brazil energy sector + +05/15/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +SAO PAULO (AFX) - Enron Corp will suspend investments of 600 mln usd in the +Brazilian energy sector, news agency JB Online quoted Enron vice-president +and Eletricidade e Servicos SA Elektro chairman Orlando Gonzales as saying. +Of the total investment, 500 mln usd was to be assigned to the expansion of +the thermoelectric plant Cuiaba II in the state of Mato Grosso, and in the +construction of Rogen in the state of Rio de Janeiro, with the remainder to +be invested in unit Elektro, it said. +""There are no clear regulations for the sector. Regulatory issues are holding +back investments,"" JB Online quoted Gonzales as saying. +Gonzales said the decision to suspend the investments may be reconsidered if +the energy sector regulator Aneel establishes clearer regulations. +mg/as +For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +USA: Sempra unit to boost natgas delivery to California. + +05/15/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +SAN FRANCISCO, May 15 (Reuters) - Southern California Gas Co. (SCG) said in a +statement on Tuesday it will add around 200 million cubic feet a day, or +about six percent, to its pipeline system by the end of the year in order to +meet the surge in demand for gas-fired power generation. +Today's announcement comes two months after SCG, a unit of Sempra Energy , +proposed to increase capacity on its system by 175 mmcfd, or five percent. +Both projects will add around 11 percent of new gas capacity to its +transmission system this year, the company said in a statement. +In its latest proposal, called the Kramer Junction Interconnect, SCG said it +would build a 32-mile pipeline link to the Kern-Mojave pipeline system that +will allow it to deliver around 200 mmcfd into its system. +The new capacity would be enough to drive three 500-megawatt power plants or +enough gas to serve 1.4 million residential customers a day, the statement +said. +SCG, the nation's largest gas utility with more 18 million consumers in +central and Southern California, said utilization of its intrastate +transmission system in the past nine months had jumped from 75 percent to +over 95 percent, due largely to the rise in gas-fired power generation. +The company's announcement is the latest in several proposals to expand gas +pipeline capacity to California, where demand for gas is expected to jump +because of the number of gas-fired power plants being built or scheduled for +construction. +Gas is already used to generate about a third of California's electricity. +And since April 1999, the state has approved 13 major gas-fired power plant +projects with a combined generation capacity of more than 8,900 megawatts. +Nine gas-fired power plants, with a total generation capacity of more than +6,000 megawatts, are under construction. +Over the past two months plans to build or expand gas lines serving +California have been announced by Enron unit Transwestern, Williams Cos' Kern +River Transmission, El Paso Corp. units El Paso Natural Gas Co. and Mohave +Pipeline Co., Pacific Gas & Electric Corp. unit National Energy Group, +Questar Corp. , Calpine Corp. , and Kinder Morgan . + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron Urges Reforms In Japan Electricity Market-Nikkei + +05/15/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +TOKYO (Nikkei)--Asserting that cuts in electricity prices will help Japanese +companies save as much as Y4 trillion, major U.S. energy firm Enron Corp. +(ENE) on Tuesday urged Japanese power firms to revamp the electricity market +by separating operations such as power generation, transmission and +distribution, The Nihon Keizai Shimbun reported. +Enron's 10-point proposal also calls for the construction of more power +plants and full-scale deregulation of retail electricity, including sales to +households. If such measures are carried out and electricity prices fall to +match the levels of other industrialized nations, Japan's industrial sector +could trim its costs by Y4 trillion, Enron said. +At a seminar on power industry deregulation hosted by Enron, the company +asserted that Japan's deregulation in such areas as wholesale electricity +auctions in 1996 and bulk retail sales last year has not brought significant +benefits to end-users. +New suppliers entering the market only account for a combined 0.4% of the +entire electricity sector, Enron said, criticizing the fact that power plant +facilities are mainly concentrated among electric power companies. +Regarding prices, an official representing operators of power generation +facilities asserted that ""industrial-use electricity prices in Japan are +stuck at a high level at around Y13 per kilowatt, compared with Y5 in the +U.S., Y3 in Canada, Y9 in Germany and Y4-Y8 in Southeast Asia."" +In fact, department store operator Takashimaya Co. (8233 or J.TKA), which +last November switched to new market entrants for part of its electricity +supply, was able to cut costs by Y450 million in the first year, said a +company official. +Enron hopes to generate competition by urging Japanese electric utilities to +spin off different operations, analysts say. If the number of power +generation facility operators increases, this will help bolster Japan's +electricity trading market, an area in which Enron has a strong business +interest. +Splitting electricity operations into generation, transmission and +distribution is expected to open the electric utility network to new +entrants. This will boost transparency in the fees that electric power +companies charge for transmitting power on behalf of the operators of power +generation facilities, Enron says. +Citing the power shortage in California, however, Japan's electricity sector +has strongly opposed such spin-offs, stating that generation and distribution +must be part of a single continuum to ensure a stable supply. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron Agrees to Provide Market Data to NGX + +05/15/2001 +PR Newswire +(Copyright (c) 2001, PR Newswire) + +CALGARY, May 15 /PRNewswire/ - NGX Canada Inc. (NGX), a wholly owned +subsidiary of OM AB (OM), today announced that an arrangement has been made +with Enron Canada Corp., a wholly owned subsidiary of Enron Corp. (Enron), +whereby trading data from certain contracts listed on Enron's online trading +system, EnronOnline will be included in the computation of three Alberta Gas +Price Indices. +NGX acquired the AECO ""C"" & NIT Daily Spot, One-Month Spot, and Bid-Week Spot +gas price indices (Alberta Gas Price Indices) from Canadian Enerdata Ltd. +last September. Subsequent to the acquisition of the Alberta Gas Price +Indices, NGX has provided real-time information to its customers on the +establishment of the weighted average price indices based on transactions +conducted through NGX's trading system. Canadian Enerdata Limited continues +to publish the Alberta Gas Price Indices in the Canadian Gas Price Reporter. +Peter Krenkel, President of NGX, stated, ""We believe that inclusion of data +from EnronOnline will serve to make our price indices among the best in North +America. The industry has been very supportive of the visibility and +integrity we are able to bring to the Alberta Gas Price Indices, which +removes the guesswork around gas price index methodology. However, after +reviewing the matter with Enron and other industry participants, we +recognized that Enron had legitimate concerns and the industry felt that +""more is better"". The inclusion of data from the highly liquid EnronOnline +system should improve the quality of our price indices even further."" +Rob Milnthorp, President and CEO of Enron Canada commented, ""We are very +pleased to have EnronOnline transactions included in the Alberta Gas Price +Indices. This will provide industry participants with a more comprehensive +source of data and a better opportunity to manage risk around these price +indices as they are now assured that all their transactions on EnronOnline +will be included in the computation of the Alberta Price Indices."" +The inclusion of EnronOnline data satisfies the principal claims made by +Enron in their legal action against NGX, Canadian Enerdata Ltd., OM and +Richard Zarzeczny and Enron has agreed to discontinue the legal action +against those parties with the conclusion of this arrangement. +NGX and Enron are planning to implement the necessary system changes by +August 1, 2001 but in any event will provide at least thirty days notice to +the industry. Once in operation, data from transactions in the relevant +contracts listed on EnronOnline will be fed to NGX in real-time. The +methodology for computing the Alberta Gas Price Indices will continue to be +on a weighted-average basis. +NGX will engage independent auditors to insure full compliance with the Index +Methodology Guide. This guide is available on NGX's website at www.ngx.com. +NGX located in Calgary, Canada provides electronic trading and clearing +services to natural gas buyers and sellers at seven markets in Canada. Over +the past six years, NGX has grown to serve over 120 customers with trading +activity averaging 225,000 TJ's per month. NGX is owned 100% by OM +(www.om.com). +OM is a leader in providing products and services in the field of transaction +technology. The company, with assets exceeding CDN $700 million, operates +exchanges in Calgary, London and Stockholm and develops technology that +increases the efficiency of financial and energy markets throughout the +world. OM is listed on Stockholmsborsen (ticker symbol ""OM""). +Enron Corp. is one of the world's leading electricity, natural gas and +communications companies. The company, with revenues of U.S. $101 billion in +2000, markets electricity and natural gas, delivers physical commodities and +financial risk management services to customers around the world, and has +developed an intelligent network platform to facilitate online business. +Fortune magazine has named Enron ""America's Most Innovative Company"" for six +consecutive years. Enron's Internet address is www.enron.com. The stock is +traded under the ticker symbol ""ENE"". +Canadian Enerdata Ltd. (www.enerdata.com) located in Markham Ontario has been +providing information services to the North American energy industry for over +17 years. Enerdata publishes the Canadian Gas Price Reporter, PriceLine +Daily, Natural Gas Market Report and Canadian Energy Trends. Enerdata also +sponsors GasFair & Power, Canada's largest natural gas and electricity market +conference and trade show, now in its 11th year. SOURCE NGX Canada Inc. + + +/CONTACT: Enron Corp. - Mr. Eric Thode, Director of Public Relations, +713-853-9053; NGX Canada Inc.- Mr. Peter Krenkel, President, 403-974-1705; OM +- Ms. Anna Eriksson - Vice President Corporate Communications, +46 (8) 405 66 +12; Canadian Enerdata Ltd. - Mr. Richard Zarzeczny, President, 905-479-9697/ +11:17 EDT + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +UAE To Seek New Partners If Enron Exits Dolphin Gas Proj + +05/15/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +DUBAI -(Dow Jones)- If U.S.-based Enron Corp. (ENE) pulls out of the $3.5 +billion Dolphin gas project, in which the company holds a 24.5% stake, the +U.A.E. Offsets Group, or UOG, will consider other companies to replace it, a +United Arab Emirates industry source close to the project said Tuesday. +Industry sources Monday said Enron is considering withdrawing from the +project because it doesn't believe it will be profitable. +Dolphin, an agreement signed two years ago by UOG and Qatar Petroleum, plans +to bring 2 billion cubic feet a day of natural gas from Qatar's offshore +North Field to Abu Dhabi and onward to Dubai. +Enron and TotalFinaElf (TOT) each hold a 24.5% stake in the project, while +UOG owns the remaining 51%. +Enron is set to focus on the midstream part of the project - gas +transportation - which requires building a 350-kilometer pipeline from a +processing plant in Ras Laffan, Qatar, to the Taweelah terminal in Abu Dhabi +and the Jebel Ali terminal in Dubai. +The U.A.E. source said originally, it was thought that the U.A.E. government +would fund the pipeline, which is estimated to cost around $1 billion. +However, more recently, the source said the U.A.E. suggested that Enron put +up the money itself. +Other industry sources said Enron and TotalFinaElf also had to pay +significant fees to join the project. TotalFinaElf will +operate the upstream part of the project, which includes developing +natural gas reserves in two blocks of the North Field. First wells are +scheduled to be drilled in the second half of 2001 and come onstream in +2005. + +Last week, the Middle East Economic Survey reported that the foreign partners +haven't yet agreed on the precise details of their working relationship or on +the price of the pipeline. +Qatar Petroleum and Dolphin Energy Ltd., a subsidiary of UOG, signed an +initial agreement in March for the upstream section of the project. A full +agreement is expected to be concluded in September, the source said. +-By Dyala Sabbagh, Dow Jones Newswires; 9714 331 4260; +dyala.sabbagh@dowjones.com + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron Should Sell Utility to Oregon, Lawmaker Argues (Update2) +2001-05-15 16:35 (New York) + +Enron Should Sell Utility to Oregon, Lawmaker Argues (Update2) + + (Updates with closing share prices.) + + Washington, May 15 (Bloomberg) -- Enron Corp. should sell +Portland General Electric Co. to Oregon so state consumers can be +insulated from soaring electricity prices, a congressman said. + ``Purchasing PGE would give Oregon ratepayers more control by +keeping its assets in Oregon, accountable solely to Oregonians,'' +U.S. Representative Peter DeFazio, a Democrat from Springfield, +Oregon, said in a letter to Governor John Kitzhaber. + The governor is considering DeFazio's proposal, said +Kitzhaber spokesman Kevin Smith. + Last month, Houston-based Enron, the biggest energy trader, +agreed to cancel the $3.1 billion sale of Portland General, a +utility with more than 700,000 Oregon customers, to Sierra Pacific +Resources of Reno, Nevada. + Enron and Sierra Pacific blamed laws spawned by high power +prices and electricity shortages in the West for the sale's +collapse. + ``We are pleased to keep Portland General in our asset +portfolio because it's a solid earnings performer,'' Enron +spokeswoman Karen Denne said. ``If approached by a buyer who +recognizes its value, we'd consider selling it.'' She declined to +comment on a potential bid by Oregon. + The state should act swiftly, DeFazio said, citing press +reports that the U.K.'s Scottish Power Plc, owner of PacifiCorp, +the largest utility in the U.S Northwest, may bid for Portland +General. + Scottish Power, based in Glasgow, Scotland, would have more +than 70 percent of Oregon electricity customers if it added +Portland General, raising ``serious regulatory concerns about +market power,'' he said. + + Bond Issue + + Oregon could issue bonds to purchase Portland General, using +the utility's profits to pay the debt, DeFazio said. The state +might run it as a public utility or a cooperative, he said. + Enron and Sierra Pacific called off the Portland General sale +because of laws passed by Nevada and California legislators that +slow the deregulation of their wholesale power markets. + California and Nevada have blocked sales of power plants by +utilities. Sierra Pacific had to sell a stake in a Nevada power +plant that sells power to California to win regulatory approval of +the Portland General purchase. + Average power prices on the California-Oregon border this +year have soared ninefold to $296.34 a megawatt hour over the year- +earlier period. A megawatt hour can light 750 average California +homes for an hour. + Shares of Enron fell $1.76 to $$56.99. They've fallen 31 +percent this year. + Sierra Pacific rose 9 cents to $16.09. Scottish Power rose 9 +pence to 492 ($7) in London. + + + +Enron to Provide Gas Prices to NGX, Drops Lawsuit (Update1) +2001-05-15 16:26 (New York) + +Enron to Provide Gas Prices to NGX, Drops Lawsuit (Update1) + + (Adds closing share price.) + + Houston, May 15 (Bloomberg) -- Enron Corp., the world's +biggest energy trader, agreed to provide natural-gas pricing +information to NGX Canada Inc. and drop a C$100 million +($64.7 million) suit against the Canadian gas exchange. + Enron sued NGX in November after the Internet exchange, a +unit of the company that owns the Stockholm Stock Exchange, +changed providers of its gas-pricing data and didn't include +trades on EnronOnline, Enron's Internet exchange, when calculating +gas-price indexes. + Calgary-based NGX agreed to include EnronOnline trades in +calculating its Alberta Gas Price Indices by August, Enron +spokesman Eric Thode said. + NGX, owned by Stockholm's OM Gruppen AB, is used by about 90 +percent of Canadian gas traders, and many traders use EnronOnline +to sell gas from western Canada, the biggest supplier of the +cleaner-burning fuel to the U.S. + Houston-based Enron fell $1.76 to $56.99." +"arnold-j/all_documents/582.","Message-ID: <23188656.1075857602755.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 09:36:00 -0700 (PDT) +From: frank.hayden@enron.com +To: john.arnold@enron.com +Subject: FW: COB 05.15.01 PNL Estimate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Frank Hayden +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + -----Original Message----- +From: Hayden, Frank +Sent: Tuesday, May 15, 2001 4:35 PM +To: Lavorato, John; Kitchen, Louise +Cc: Port, David; Gorny, Vladimir +Subject: COB 05.15.01 PNL Estimate + +The gas desk lost $13MM. West desk made $56MM, financial desk lost $45MM. + +East Power lost 10MM +West power lost approx 5MM + + +Frank" +"arnold-j/all_documents/583.","Message-ID: <30574890.1075857603112.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 08:53:00 -0700 (PDT) +From: lydia.cannon@enron.com +To: john.arnold@enron.com, jay.webb@enron.com, savita.puthigai@enron.com +Subject: RE: Meeting - UPDATE +Cc: andy.zipper@enron.com, mary.weatherstone@enron.com, ina.rangel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: andy.zipper@enron.com, mary.weatherstone@enron.com, ina.rangel@enron.com +X-From: Lydia Cannon +X-To: John Arnold, Jay Webb, Savita Puthigai +X-cc: Andy Zipper, Mary Weatherstone, Ina Rangel +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Tomorrow's meeting will be held in EB2711 (Andy's office). + +Lydia Cannon +Assistant to Andy Zipper +713-853-9975 +713-408-6267 cell +Lydia.Cannon@enron.com + + -----Original Message----- +From: Cannon, Lydia +Sent: Friday, May 11, 2001 1:20 PM +To: Arnold, John; Webb, Jay; Puthigai, Savita +Cc: Zipper, Andy; Weatherstone, Mary; Rangel, Ina +Subject: Meeting + +Andy Zipper would like for you to attend a meeting regarding: "" Linking +Auto-Hedge"" on Wednesday, May 16, 2001 at 4:00 pm., location to be +determine. Contact me if you are unable to attend or have any questions. + +Thanks + +Lydia Cannon +Assistant to Andy Zipper +713-853-9975 +713-408-6267 cell +Lydia.Cannon@enron.com" +"arnold-j/all_documents/584.","Message-ID: <19616638.1075857603136.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 08:53:00 -0700 (PDT) +From: christie.patrick@enron.com +To: margaret.allen@enron.com +Subject: Re: Guggenheim/Enron Attendee list for May 17 +Cc: edward.ondarza@enron.net, marchris.johnson@enron.com, per.sekse@enron.com, + john.campbell@enron.com, gregory.t.adams@enron.com, + marla.thompson@enron.com, kimberly.friddle@enron.com, + christie_patrick@enron.com, john.arnold@enron.com, + steve.montovano@enron.com, janel.guerrero@enron.com, + jim.lowe@enron.com, douglas.clifford@enron.com, + john.haggerty@enron.com, john.ovanessian@enron.com, + wendy.king@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: edward.ondarza@enron.net, marchris.johnson@enron.com, per.sekse@enron.com, + john.campbell@enron.com, gregory.t.adams@enron.com, + marla.thompson@enron.com, kimberly.friddle@enron.com, + christie_patrick@enron.com, john.arnold@enron.com, + steve.montovano@enron.com, janel.guerrero@enron.com, + jim.lowe@enron.com, douglas.clifford@enron.com, + john.haggerty@enron.com, john.ovanessian@enron.com, + wendy.king@enron.com +X-From: Christie Patrick +X-To: Margaret Allen +X-cc: edward.ondarza@enron.net@ENRON, marchris.johnson@enron.com@ENRON, Per Sekse, john.campbell@enron.com@ENRON, gregory.t.adams@enron.com@ENRON, Marla Thompson, kimberly.friddle@enron.com@ENRON, christie_patrick@enron.com@ENRON, John Arnold, steve.montovano@enron.com@ENRON, Janel Guerrero, Jim Lowe, douglas.clifford@enron.com@ENRON, John Haggerty, John Ovanessian, Wendy King +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Margy...I'm also planning to attend, along with 6 people from NYU Stern +School of business, 4 people from Columbia, and I may bring a guest. + +Thanks! + +--Christie." +"arnold-j/all_documents/585.","Message-ID: <24552436.1075857603159.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 08:44:00 -0700 (PDT) +From: jim.cole@enron.com +To: chris.gaskill@enron.com, martin.cuilla@enron.com, john.arnold@enron.com +Subject: St. Croix refinery +Cc: jennifer.fraser@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.fraser@enron.com +X-From: Jim Cole +X-To: Chris Gaskill, Martin Cuilla, John Arnold +X-cc: Jennifer Fraser +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jennifer asked me to explain about the effect of the refinery fire. + +The St. Croix refinery has their reformer offline. The reformer is used to +convert straight-run naphtha into a high octane blending component called +reformate as well as some butane and lighter gases. The effect would not +really be a reduction in gasoline, but a reduction in a high quality blending +component which would make it harder to make RFG. + +As of this writing, the fire is out. If you have any further questions, feel +free to contact me. + +Jim +36970" +"arnold-j/all_documents/586.","Message-ID: <403064.1075857603181.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 09:43:00 -0700 (PDT) +From: iceoperations@intcx.com +To: icehelpdesk@intcx.com, internalmarketing@intcx.com +Subject: The WTI Bullet swap contracts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ICE Operations +X-To: **ICEHELPDESK <**ICEHELPDESK@intcx.com>, **Internal Marketing <**InternalMarketing@intcx.com> +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + Hi, + + + Following the e-mail you have received yesterday concerning +the new WTI bullet swap contracts, we would like to summarize what we have +done on the ICE system yesterday evening: + + -Deleted WTI monthly time spreads + -Deleted WTI/Brent monthly diff spreads (spread with +legging) + -Deleted 1% NYH Harbor Fuel Oil Crack monthly (spread with +legging) + + -Added WTI/Brent monthly diff spreads (spread with NO +legging) + -Added 1% NYH Harbor Fuel Oil Crack monthly (spread with NO +legging) + + Unfortunately the WTI/Brent and the 1% NYH Fuel Oil Crack contracts +(with the legging functionality) have been removed from your portfolios. You +will need to add the first four nearby months' contracts to your +portfolios by going to Admin / Manage Portfolios / Edit your portfolio.... + + Please do not hesitate to contact us is you have any question: + Helpdesk on +1 770 738 2101 (US) + Stephanie Trabia: +44 207 484 5546 (UK) + + Regards, + + Stephanie Trabia + Marketing Manager + IntercontinentalExchange + Tel +44 207 484 5546 + Fax +44 207 484 5100 + Mob +44 77 33 261 268 + stephanie.trabia@intcx.com" +"arnold-j/all_documents/587.","Message-ID: <29867899.1075857603202.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 08:34:00 -0700 (PDT) +From: kim.ward@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Ward +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thanks for making me work out yesterday AND making me do sit ups! And for +helping me clean up the other day - very nice!! Anyway, I was going to go +tonight to prepare for my trip to Mexico BUT, when I called, they said I +should wait until I get back. So, I am thinking that Tuesday, may 29th is +the day!" +"arnold-j/all_documents/588.","Message-ID: <15478895.1075857603225.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 05:53:00 -0700 (PDT) +From: margaret.allen@enron.com +To: edward.ondarza@enron.net, marchris.johnson@enron.com, per.sekse@enron.com, + john.campbell@enron.com, gregory.t.adams@enron.com, + marla.thompson@enron.com, kimberly.friddle@enron.com, + christie_patrick@enron.com, john.arnold@enron.com, + steve.montovano@enron.com, janel.guerrero@enron.com, + jim.lowe@enron.com, douglas.clifford@enron.com, + john.haggerty@enron.com, john.ovanessian@enron.com, + wendy.king@enron.com +Subject: Guggenheim/Enron Attendee list for May 17 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Margaret Allen +X-To: edward.ondarza@enron.net, marchris.johnson@enron.com, Per Sekse, john.campbell@enron.com, gregory.t.adams@enron.com, Marla Thompson, kimberly.friddle@enron.com, christie_patrick@enron.com, John Arnold, steve.montovano@enron.com, Janel Guerrero, Jim Lowe, douglas.clifford@enron.com, John Haggerty, John Ovanessian, Wendy King +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello all, + +Several of you have inquired who would be attending the May 17 Guggenheim +event on our behalf, whether Enron employees or guests. While this list is +always in motion, this should give you a good idea. + +I'm glad that each of you will be attending and hope that both you and your +guests enjoy. Please call me on my cell phone at 713-515-9208 if you need +anything. Otherwise, I will see you on the 17th at the Guggenheim. + +Take care, Margaret Allen + + + +" +"arnold-j/all_documents/589.","Message-ID: <6284705.1075857603248.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 03:28:00 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com, mike.maggi@enron.com +Subject: Guggenheim Event +Cc: per.sekse@enron.com, russell.dyk@enron.com, robyn.zivic@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: per.sekse@enron.com, russell.dyk@enron.com, robyn.zivic@enron.com +X-From: Caroline Abramo +X-To: John Arnold, Mike Maggi +X-cc: Per Sekse, Russell Dyk, Robyn Zivic +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John/Mike- Hi.. this is the list of people attending on thursday night.. the +event starts at 9 pm so we are likely to take our guests to dinner before +(around 6:30-7)- will send details today. + +Friday- so far, we have you seeing: +SAC Cap- coming to office after close Friday +Catequil- we will pop over Friday +Global Advisors- Danny Masters stopping by + +1) Per and Jean Sekse (Enron) +2) Russ Dyk and Caroline Abramo (Enron) +3) Jason Mraz and guest (Tudor Investments) +4) Andrew Suckling and guest (Tudor Investments) +5) Danny Masters and guest (Global Advisors UK) +6) Steve Schmitz and guest (SAC Capital) +7) Brian Copp and guest (SAC Capital) +8) Andreas Hommert and guest (Catequil Asset Management) +9) Rob Ellis and guest (Catequil Asset Management) +10) Jason Hotra and guest (Harvard Management Company, Inc.) + +In addition, I'd like to get tickets for the additional parties below: + +1) Jennifer Fraser and guest (Enron) +2) Robyn and George Zivic (Enron) +3) Paul Touradji and guest (Catequil Asset Management) +4) William Callanan and guest (Duquesne Capital Management) - please advise +on whether I can have this many tickets + + + + +" +"arnold-j/all_documents/59.","Message-ID: <20341591.1075849625437.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 01:12:00 -0800 (PST) +From: trey.comiskey@enron.com +To: kenneth.cooper@am.sony.com +Subject: Re: Confidentiality Agreement +Cc: brien@am.sony.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: brien@am.sony.com, jennifer.medcalf@enron.com +X-From: Trey Comiskey +X-To: ""Cooper, Kenneth"" @ ENRON +X-cc: ""O'Brien, Sean"" @ENRON, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Ken - +If we can change the term of confidentiality to 3 years (we proposed 1, you +proposed 5) then we are ready to accept all the changes, execute and move on +to the next steps. +Trey + + + + + + +""Cooper, Kenneth"" on 12/06/2000 03:37:42 PM +To: ""'Trey Comiskey'"" +cc: ""O'Brien, Sean"" +Subject: Confidentiality Agreement + + +Attached please find two files: one a redlined copy of the agreement and +the other a clean copy. Please let me know your comments. MaryAlice +Budakian, Esq. handled this for me. Her telephone number is (201)930-7520. + <> <> + + - Enron Confidentiality (redline).doc + - Enron Confidentiality (clean copy).doc + +" +"arnold-j/all_documents/590.","Message-ID: <31253135.1075857603269.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 00:19:00 -0700 (PDT) +From: kristin.gandy@enron.com +To: jarnold@enron.com +Subject: Vandy Team - Get Together +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Kristin Gandy"" +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Reminder - Reminder - Reminder + +Remember that the Vanderbilt team get together is taking place this Thursday +from 5:30pm to 7:00pm at the Front Porch Pub on Gray. +I hope to see you there. +----------------------------------------------- +For reference, your link to this Invite is: +http://evite.citysearch.com/r?iid=EWFPZQLYXVCWYUZGPPNX + + + +To see this invite -- and all of your invites -- click to your personal 'My +Evite' page. +http://evite.citysearch.com/tour?file=homepage/startPage/unreg.html&li=egi5 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +48484848" +"arnold-j/all_documents/591.","Message-ID: <10376105.1075857603291.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 01:13:00 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: option candlesticks 5/15 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: SOblander@carrfut.com +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks42.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com" +"arnold-j/all_documents/592.","Message-ID: <8815550.1075857603322.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 01:09:00 -0700 (PDT) +From: ann.schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ann M Schmidt +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hawk vote for California firm unanimous +Houston Chronicle, 05/15/01 + +INTERNATIONAL ECONOMY: Enron may cut stake in Gulf gas project +Financial Times; May 15, 2001 + +JAPAN: Enron says high power rates costing Japan. +Reuters English News Service, 05/15/01 + +Japan Must Speed Up Pwr Sector Dereg To Lower Rates-Indus +Dow Jones Energy Service, 05/15/01 + +SINGAPORE: ANALYSIS-No Asia fallout seen from Enron's India woes. +Reuters English News Service, 05/15/01 + +Saudi Won't Announce Winners Of Gas Projs Tue - Report +Dow Jones Energy Service, 05/15/01 + +MSEB refutes allegations by Enron, DPC +The Economic Times, 05/15/01 + +Saudi Supreme Petrol Council meeting to decide on huge gas project bids +Business Recorder, 05/15/01 + + + + + + + +May 15, 2001 +Houston Chronicle +Hawk vote for California firm unanimous +Montgomery Watson pegged for water plant +By MARY FLOOD +Copyright 2001 Houston Chronicle +The Houston Area Water Corp. voted unanimously Monday to grant a $92 million +contract to a California-based firm to design, build and operate a Lake +Houston water plant. +City Council soon will receive the contract for its approval. The +administration of Mayor Lee Brown was believed to have favored Montgomery +Watson's chief competitor, Azurix Corp., an arm of local energy giant Enron +Corp. +The water corporation, known as ""the Hawk,"" voted 5-0 to grant the contract. +If approved by City Council, the contract would give the company 2 1/2 years +to get the plant up and treating raw lake water. +It was initially expected that the plant, which will be designed to handle 40 +million gallons of water daily, could cost as much as $150 million to build. +The Hawk board asked the vying companies to modify their bids several times, +and that caused the competitors to lower their prices. +The contract calls for the Hawk to pay a monthly operating fee of $157,000 +when the plant is working. And Montgomery Watson could be required to +construct, at the Hawk's option, an additional 40 million-gallon-a-day plant +expansion for $32 million. +But the details of how the plant will be financed have not been determined. +The Hawk board discussed borrowing money using the city's credit rating on a +short-term basis until it could develop long-term financing by selling bonds +itself. +The initial customer for the water is the city of Houston, which would repay +the Hawk the cost of producing the treated water. The hope is that the plant +eventually will provide water to other entities in the area as well. This +plant is part of an area plan for the treatment of surface water that could +cost about $2 billion to implement. +City Councilman Carroll Robinson, who heads the council infrastructure +committee, said he expects to hold two hearings about the contract. One would +focus on how the Hawk board picked Montgomery Watson. A series of three +recommendations from City Hall staff recommended Azurix. +Hawk board members said Montgomery Watson's prices were lower by millions and +that Azurix plans to sell Azurix North America, the body that would oversee +this contract. +The second City Council hearing will focus on financing, Robinson said. ""In +my mind, how the city will pay for this construction is as important as who +will do it,"" Robinson said. +The Hawk board, appointed by Brown and approved by City Council, has been +heavily lobbied by the contenders for the job. +Because City Council does not have to follow the Hawk recommendation, new +pressure has begun at City Hall. The third bidder, U.S. Filter Operating +Services, part of a French company, has been heavily lobbying some council +members to switch the contract to it. +Some members of the Azurix team -- people at companies that would have gotten +work had Azurix gotten the job -- have written letters complaining about the +Hawk procedures as well. +John M. Stokes, president and chief executive officer of Azurix, penned the +first such distressed missive. In April, he wrote to Hawk board Chairman +David Berg complaining of the ""deleterious economic effect"" on Azurix of the +board's decision to negotiate with Montgomery Watson. He requested that Berg +answer a series of questions in writing explaining why Azurix didn't get the +job. Berg didn't do so. +Although that letter had a threatening tone, Amanda Martin, president of +Azurix North America, said no threat was intended and the letter simply +indicated how upset the team was when it first learned Azurix wasn't chosen. +Azurix was the rumored front-runner for months. + + + + + + + + INTERNATIONAL ECONOMY: Enron may cut stake in Gulf gas project +Financial Times; May 15, 2001 +By ROBIN ALLEN + + There are growing fears that Enron, the US power company, may withdraw or +sharply reduce its stake in the Gulf's Dollars 10bn Dolphin gas export +scheme, one of the most ambitious of its kind in the region. + Enron officials have refused to comment on reports that the company is +reconsidering its position as a minority shareholder in Dolphin Energy, in +which France's TotalFinaElf (TFE) also has 24.5 per cent. + However, one industry specialist said yesterday Enron was talking of +""selling"" at least part of its shareholding. + The threat raises critical issues for western companies seeking to profit +from accessing state-owned oil and gas in the Gulf. + The project was launched two years ago by Abu Dhabi, the wealthiest of the +United Arab Emirates, to promote energy security for the Gulf. But Abu +Dhabiis seen as a prime example of a state where prestige and opaque domestic +political considerations can be as important as profitability in such a +large-scale project, especially in the early stages. + Dolphin's majority owner is UAE's Offsets Group (UOG), an offshoot of Abu +Dhabi's defence procurement industry. In March, Dolphin, a relative newcomer +on Abu Dhabi's energy scene, signed a Dollars 3.5bn agreement with Qatar to +exploit and pipe up to 2bn cubic feet a day of gas from Qatar's prolific +North Field to Abu Dhabi. + Qatari gas is the source of Abu Dhabi's long-term energy strategy, and Enron +'s role was to develop, at a profit, the downstream section, primarily to +construct and lay the 350km pipeline from Qatar to Abu Dhabi. + Enron is not a specialist in energy production or pipeline fabrication, but +one of its main aims, according to one analyst, was to gain access to the gas +accruing to it from the Qatar deal and then trade it on. Sheikh Zayed Bin +Sultan al-Nahyan, Abu Dhabi's ruler, disapproves of commodity trading. + ""If the Qatar-UAE gas deal was going to be profitable"" for western energy +majors, asked one senior western diplomat, ""then why are the serious US +energy majors not involved?"" For more reports see www.ft.com/globaleconomy + Copyright: The Financial Times Limited + + + + + +JAPAN: Enron says high power rates costing Japan. + +05/15/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +TOKYO, May 15 (Reuters) - A senior executive of U.S. energy giant Enron Corp +said on Tuesday that Japan could save an estimated four trillion yen ($32.45 +billion) in annual costs if electricity rates were cut to the average of +members of the Organisation for Economic Cooperation and Development (OECD). +""If you were to pare Japanese industrial electric rates to the OECD +average...savings to all...customers would be about four trillion yen per +year,"" Enron Corp Vice President Steven Kean told a seminar in Tokyo. +Speaking at a seminar on electric power deregulation, Kean said that +indigenous factors such as steep land prices and a lack of natural energy +resources were often blamed for Japan's high electricity rates. +But he said these factors were not sufficient to explain Japan's high +electricity rates. +A report commissioned by Enron Japan Corp showed that in 1998 Japan's +electricity rates for industrial users were 16.81 yen per kilowatt hour (kWh) +compared to a second highest rate of 12.44 yen in Italy. +Japan's business sector has expressed concern at the nation's high +electricity rates, saying that it blunts their competitive edge on the +international market. +Kean also drew parallels between Japan, in the midst of deregulation, and +California which has been suffering from a power shortage since deregulating +its market in 1998. +These included the length of time that authorities in Japan took to issue +permits to allow the construction of new power plants, he said. +""The regulatory structure in Japan is very strict...just like in California,"" +Kean said. +North America's biggest buyer and seller of electricity, Enron gained its +first foothold in Japan in 1999 when it established affiliate E Power Corp. +In April of last year, it set up subsidiary Enron Japan Corp. +Kean urged Japan to step up measures to open up its power market, a process +he said held many benefits. +Japan is in the process of deregulating its power market. Since March last +year, large-lot consumers have been free to chose their suppliers. The +measure liberalised an estimated 30 percent of the power market and ended +Japan's 10 power utilities regional monopoly. +However, industry watchers note that there have been very few new entrants +and that further deregulation measures must be taken for rates to fall. The +Japanese government is due to review the process in 2003. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Japan Must Speed Up Pwr Sector Dereg To Lower Rates-Indus + +05/15/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +TOKYO -(Dow Jones)- Japan should accelerate the ongoing electric power sector +deregulation to fully liberalize the retail market, in order to bring down +the country's high power rates while ensuring stable power supply, experts +said at an industry seminar Tuesday. +The pressure is mounting for Japan's 10 power utilities, which have long +enjoyed regional monopolies until a year ago, to become cost- effective and +performance-conscious after the government partially liberalized the retail +power market in March 2000. +However, the current scheme has so far failed to lure a large number of +potential entrants because of the high transmission fees they must pay to +conventional power companies. +""What happened in overseas (power industries) suggest that the liberalization +in Japan wouldn't only lower power rates but would also contribute to stable +power supply significantly,"" said Tatsuo Hatta, professor of economics at the +University of Tokyo. +Compared with the U.S., Japanese electricity charges are typically twice as +much for households and three times higher for industrial users. +""There is a large discrepancy (in rates), and that is why we should hurriedly +implement the liberalization,"" Hatta said. +He said Japan's steep seasonal peak-load curve - one of the reasons the power +companies cite as the cause of high power rates in Japan - can be altered +once the prices are liberalized. ""If power rates are set higher during those +peak hours following the liberalization, users would refrain from using +electricity."" +Steven Kean, executive vice president of the U.S. energy major, Enron Corp. +(ENE), told the same seminar that Japan's power costs remain on the upward +trend despite cost reductions in Europe and the U.S. +He said Japan could achieve a cost-saving of Y4 trillion a year if its power +prices fall to levels in Organization for Economic Cooperation and +Development countries following the liberalization. +Hatta and Kean were speaking at the seminar called ""Reassessing Power +Deregulation,"" which was co-sponsored by the Houston-based Enron. + +Hatta of the University of Tokyo said ""it's very wise"" that Japan has begun +the deregulation with the ""bilateral supply, or trade"" system under which +suppliers and users clinch deals directly. +Under the current reforms, the sector for high-volume, large-lot industrial +and commercial users - which represents only 30% of the Y15 trillion market - +is opened to free competition. The government is to review the partial +deregulation by 2003 for further deregulation. +Japan should then introduce spot electricity trading such as futures and +derivatives to alleviate risks of complicated price volatility for power +providers, Hatta said. +Hatta and other experts attending the seminar said further deregulation +should destroy the systems that have supported the country's high power rates +- regional monopolies and the fair rate return method, under which all costs +are levied on prices. +""There is absolutely no need to set the same (power) prices"" nationwide, +Hatta said. Power companies should make the opaque transmission fees +transparent and set them accordingly with regional demand, he said. +Yoshinori Omuro, vice president of Takashimaya Co.'s (J.TKA or 8233) +management department, acknowledged the slow progress of the deregulation. +Takashimaya, a major department store operator, has shifted to Diamond Power +Corp., a wholly-owned subsidiary of Mitsubishi Corp. (J.MIB or 8058) as its +power supplier at two of its 18 stores, with ""strong back-up"" from the +Ministry of Economy, Trade and Industry. +""Despite the deregulation, the situation isn't where we can negotiate with +power utilities to reduce (electricity costs). We have no choice but select +independent power providers,"" Omuro said. +-By Maki Aoto, Dow Jones Newswires; 813-5255-2929; maki.aoto@dowjones.com + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +SINGAPORE: ANALYSIS-No Asia fallout seen from Enron's India woes. +By Cameron Dueck + +05/15/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +SINGAPORE, May 15 (Reuters) - A bitter payment battle between U.S. energy +giant Enron Corp and authorities in India will serve as a reminder to foreign +investors of the risks of putting money into emerging markets, analysts and +bankers say. +But it is unlikely to deter the flow of money into Asian electricity projects. +The pace of power privatisation and deregulation varies too greatly from +country to country for the controversy in India to chill investment activity +across Asia, they say. +It does, however, underline the risks companies take despite some security +offered by government payment guarantees. +""Independant power producers (IPPs) will see Enron and Dabhol as an +illustration of the dangers and possible risks of investing in an emerging +market, but it would be going too far to say that other markets will be +adversely affected because of it,"" said Philip Jackson, a banker with JP +Morgan Chase in Hong Kong. +Enron is on the verge of bailing out of an almost completed $2.9 billion +power project because of a decade-long dispute with the troubled Maharashtra +State Electricity Board (MSEB) over pricing and unpaid bills. +MSEB has fallen about six months behind in paying for electricity supplied by +Dabhol Power Co, the Indian unit of Houston-based Enron. +The utility said last month that it had repaid about $28.6 million of the +$48.2 million outstanding. +The board of Dabhol has authorised the management to stop selling power to +MSEB if the dispute is not resolved. Local media reports earlier in May said +Enron was pulling executives out of India and relocating them elsewhere. +Dabhol has invoked payment guarantees issued by the state and federal +governments, but neither has stepped forward to foot the bill. +GOVERNMENT GUARANTEES +Banks often demand sponsor or host government guarantees to lessen risk +before financing energy projects, which have long lead times and high capital +expenditure. +Governments are keen to provide guarantees to attract foreign investment. +Guarantees may cover shortfalls in production, default of customer payment or +even changes in market conditions. +But such guarantees do not always provide the desired safety net and analysts +said the legal systems in many emerging nations are simply not efficient +enough to back these agreements. +Enron's experience in India highlighted the risks of power investment in +emerging countries and the unpredictability of government guarantees, they +said. +""Guarantees like that are painful for companies and for polititicians they're +even more so,"" said John Vautrain, vice president at Purvin & Gertz in +Singapore. +""If the call is substantial, it's going to be bad."" +Robert Booth, director of the Bardak Group in West Perth, Australia, was more +pessimistic and reckoned some companies might take a lead from Enron and shy +away from emerging Asian nations. +""Investors will pull back from these countries until they see that there is a +properly functioning legal system that gives them assurance if they have to +call in a government guarantee,"" Booth said. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Saudi Won't Announce Winners Of Gas Projs Tue - Report + +05/15/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +MANAMA, Bahrain -(Dow Jones)- Saudi Arabia's supreme petroleum council is +expected to hold a meeting Tuesday evening, but it's unlikely to declare its +choice of international oil companies to participate in downstream gas +projects, Arabic al-Hayat newspaper reported. +The newspaper quoted sources at the government's technical committee +overseeing the proposed projects as saying that the committee hasn't +completed its final report concerning the oil companies' offers. +""Studies and recommendations haven't been completed yet and they need some +time in order to present the project at its final structure, attached with +recommendations from the technical committee,"" the sources said, according to +the newspaper. +However, the oil council ""might endorse some balances concerning the offers,"" +the newspaper said but didn't elaborate further. +Sources in Saudi Arabia have said the oil companies were expected to be +notified soon on whether they have been selected to participate in the gas +projects. +Saudi Arabia invited international oil companies in October 1998 to +participate in proposals for downstream gas projects and upstream gas +enhancement. +After a series of meetings between the negotiating committee and the oil +companies in the past year, several companies were shortlisted for each +project. +The companies shortlisted for Core Venture 1, the $15 billion South Ghawar +Area Development were Royal Dutch/Shell Group (RD), BP PLC (BP), Exxon Mobil +Corp. (XOM), Chevron Corp. (CHV), Total Fina Elf S.A. (TOT) and ENI SpA (E). +For Core Venture 2, the Red Sea Development, Enron Corp. (ENE) and Occidental +Petroleum Corp. (OXY) are bidding jointly and Exxon Mobil, Total Fina Elf, +Marathon Oil Canada Inc. (T.M), Shell and Conoco Inc. (COCA) were +shortlisted. +And for Core Venture 3, the Shaybah area, Total Fina Elf, Conoco, Phillips +Petroleum (P), Enron and Occidental, Exxon Mobil, Shell and Marathon Oil were +shortlisted. +-By Abdulla Fardan, Dow Jones Newswires; 973-530758; +abdullah.fardan@dowjones.com + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +MSEB refutes allegations by Enron, DPC +Girish Kuber + +05/15/2001 +The Economic Times +Copyright (C) 2001 The Economic Times; Source: World Reporter (TM) + +MUMBAI +THE MAHARASHTRA State Electricity Board on Monday in a letter to Enron +refuted all allegations made against it by the company while invoking the +political force majeure. +Enron-promoted Dabhol Power Company on April 9 had invoked the political +force majeure clause. DPC had indicated it was not in a position to fulfil +its contractual obligations to MSEB because of political circumstances beyond +its control. +MSEB in a reply on Monday denied Enron's allegation of 'political +circumstances' and said there was no reason why it should have felt insecure. +""Such a step was necessary under the Power Purchase Agreement and related +security documents to notify the board of 'certain events and to enforce our +rights',"" DPC had said. However, according to MSEB, such a step by DPC was +uncalled for. +For DPC, invoking the force majeure clause was necessary as 'certain events +occurred that are beyond the reasonable control of the affected party (DPC)'. +MSEB has expressed surprise in a letter on Monday. +The energy major had dispatched the notice to MSEB, as an affected party, +which had been subjected to ""concerted, deliberate and politically motivated +actions of state government, the Government of India and the Board, which +will have a material and adverse effect on DPC's ability to perform +obligations under PPA"". +""Given the cumulative effect of these political actions, DPC determined that +the political force majeure declaration is an appropriate mechanism for +providing that notice, and that is an appropriate and necessary step in +protecting DPC and its stakeholders' rights,"" the statement added. +However, for MSEB this was 'yet another move' from Enron to avoid paying Rs +402 crore penalty the MSEB has slapped on it for failing to supply +electricity as per the agreement. +MSEB, in today's letter, reiterated its suggestion to adjust December 2000 +and Januray 2001 bills, against the Rs 800 crore penalty it has slapped on +Enron for not supplying electricity as per demand. +MSEB has refused to pay DPC's December 2000 and January 2001 bills worth Rs +213 crore. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Saudi Supreme Petrol Council meeting to decide on huge gas project bids + +05/15/2001 +Business Recorder +Copyright (C) 2001 Business Recorder; Source: World Reporter (TM) + +RIYADH : Saudi Arabia's Supreme Petroleum Council (SPC) is holding meetings +on bids by 12 foreign oil majors for three giant gas projects and should take +a decision shortly, a top oil official said on Monday. ""The SPC has been +discussing recommendations by the negotiating committee about the bids, and +the meetings will continues executive president of the committee Abdulrahman +al-Suhaibani told AFP. +""It is not clear yet when the discussions will be completed and wham a final +decision will be issued,"" added Suhaibani, who expected it to be soon. The +meetings began two weeks ago. +A senior foreign oil executive in the kingdom expected an answer to his +firm's bid by the end of this week or the start of next week. +""The SPC is holding a crucial meeting today (Monday) and tomorrow. bin were +told we would get an answer to our proposals either this weekend or early +next week,"" the executive told AFP. +The negotiating committee made detailed recommendations after meeting with +the representative of 12 international oil companies (IOCs) which are bidding +for the three multi-billion projects, the executive said. +The committee, comprising ministers who are also SPC members, is headed by +Foreign Minister Prince Saud al-Faisal. +The gas projects, which would be the first foreign investment +in the kingdom's energy sector since nationalisation in 1961, are located in +the South Ghawar field near Al-Hufuf in the Eastern Province, Shaybah in the +Empty Quarter desert, and the northern Red Sea area. +They cover 440,000 square kilometres (176,000 square miles), making it the +world's largest area for hydrocarbon investment. +US majors Enron and Occidental in a joint bid, as well as Chevron, +Conocokilometres, ExxonMobil, Marathon, Phillips and Texaco have been +shortlisted for the Saudi projects. Rounding out the list are European firms +BP Amoco, Eni, Royal Dutch Shell and TotalFinaElf. +ExxonMobil, Shell and TotalFinaElf are in the bidding for all three ventures. +The investment involves gas exploration and production, setting up +petrochemical industries and power and water desalination plants. +The projects, called the natural gas initiative, are to be carried out +simultaneously by consortia of two to three firms in cooperation with Aramco, +the national oil company, on long-term basis for up to 30 years, the +executive said. +Aramco has been working to double the Saudi gas network's capacity from the +current 3.5 billion cubic feet (105 million cubic metres) per day to seven +billion cubic feet (210 million metres) daily in 2004. +Saudi Arabia, which sits on top of the world's biggest oil reserves, has +proven natural gas reserves of 220 trillion cubic feet (6.6 trillion cubic +metres).-AFP + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. " +"arnold-j/all_documents/593.","Message-ID: <20139517.1075857603345.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 00:36:00 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 5/15 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: SOblander@carrfut.com +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude42.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas42.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil42.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded42.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG42.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG42.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL42.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com" +"arnold-j/all_documents/594.","Message-ID: <21311256.1075857603366.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 00:31:00 -0700 (PDT) +From: capstone@texas.net +To: capstone@texas.net +Subject: Nat Gas market analysis for 5-15-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" +X-To: ""Capstone"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Attached please find the Natural Gas market analysis for today. +? +Thanks, +? +Bob McKinney + - 5-15-01 Nat Gas.doc" +"arnold-j/all_documents/595.","Message-ID: <18288872.1075857603388.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 23:59:00 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts and matrices as hot links 5/15 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: SOblander@carrfut.com +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Distillate and unleaded charts to follow. + + +Crude http://www.carrfut.com/research/Energy1/crude42.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas42.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG42.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG42.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL42.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com" +"arnold-j/all_documents/596.","Message-ID: <22484181.1075857603410.JavaMail.evans@thyme> +Date: Tue, 15 May 2001 04:46:00 -0700 (PDT) +From: andrew.fairley@enron.com +To: john.arnold@enron.com +Subject: Long term Gas Curve +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Andrew Fairley +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John + +Hope you're well. + +We are doing some work here on the long term curve for UK natural gas and +would value your views on the long term NYMEX Nat gas curve. +By long term I am talking 7-20 years. + +Our thinking is that beyond the traded period of 5-10 years forward, UK +prices would at least partially reflect the long run marginal cost of LNG in +a ""globalised"" market provided US prices were not significantly above. + +As we are currently working on some long term structured deals it would be +great to get your input on this. + +Many thanks + +Andy +" +"arnold-j/all_documents/597.","Message-ID: <1618109.1075857603431.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 16:03:00 -0700 (PDT) +From: epao@mba2002.hbs.edu +To: john.arnold@enron.com +Subject: RE: Defense +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Eva Pao"" +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i am open to any of your wonderful ideas. new orleans..1..2...out + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Monday, May 14, 2001 10:01 PM +To: epao@mba2002.hbs.edu +Subject: Re: Defense + + + +maine impossible to get to .. next idea? + +" +"arnold-j/all_documents/598.","Message-ID: <16474883.1075857603474.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 14:48:00 -0700 (PDT) +From: klarnold@flash.net +To: john.arnold@enron.com, matthew.arnold@enron.com +Subject: Mothers Day +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Karen Arnold +X-To: john.arnold@enron.com, Matthew.Arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thank you for the beautiful flowers!? They arrived late Friday and Vic +emptied the refrigerator and stored them in there.? There were very fresh +this morning.? The aroma is so strong that you smell them upon just entering +my office.? It's those lilies that they used.? It really is a very pretty +arrangement.? Thank you so much. + +Uncle Elmer & Rosa are not coming this week as they have an illness in the +family.? + +I am busy emptying the kitchen...they start Wed. morning. + +See you Saturday!? Love, Your Mom" +"arnold-j/all_documents/599.","Message-ID: <2194249.1075857603496.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 14:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Defense +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: epao@mba2002.hbs.edu +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maine impossible to get to .. next idea? +" +"arnold-j/all_documents/6.","Message-ID: <20567969.1075849624103.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 04:50:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.stewart@enron.com +Subject: RE: Enron / Avaya mtgs, from Serge's AA +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +I hope James is getting the treatment he needs to get on the way back to +normal! + +As you can see below from the reply from Serge Minassian's AA, it would +appear that the note I +sent to Thad on the 21st hadn't been used to successfully transfer the info +to Barbara...I will +now call Kim Godfrey back (I was waiting on this response from Ms. Korp, so I +could better know +the Avaya Execs' calendars' status). + +I'll talk w/you later... + +Jeff + +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/28/2000 12:44 PM ----- + + ""Korp, Barbara I (Barbara)"" + 11/28/2000 07:59 AM + + To: ""'jeff.youngflesh@enron.com'"" + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Jeff, + +Thanks for the message and especially for letting me know that the meeting +will not be held on December 13th and 14th. I already reserved the Avaya +Briefing Center, but will be sure to cancel it this morning. + +If I can be of further assistance, do not hesitate to contact me. + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + +-----Original Message----- +From: jeff.youngflesh@enron.com [mailto:jeff.youngflesh@enron.com] +Sent: Tuesday, November 28, 2000 8:49 AM +To: bkorp@avaya.com +Cc: thadwhite@avaya.com; Jennifer.Stewart@enron.com +Subject: RE: Enron / Avaya meetings in Basking Ridge +Importance: High + + +Barbara, + +I do not know if you received a ""heads-up"" on this, +but since you are working with Executive calendars and the +Briefing Center resource, I wanted to make sure you had it. +Better safe than sorry, especially with the recent holidays. + +Thad White and I agreed that in order to properly simplify +the communications channels between our organizations, +that he and I should be the primary points of interconnection +for this particular project and these meetings. I apologize that +I do not have the calendar availability of the various Enron +Broadband Services executives, but given the opportunities +of having meetings in Basking Ridge either: (for 1.5 days of a +3 day period) December 19 - 21, 2000 or January 9 - 11, 2001; +the (tentative) preference leanings are toward rescheduling +the currently proposed dates of December 13/14 to the +January 2001 dates. + +I will keep Thad posted, and he will keep you posted. I +apologize for any delays or confusion, if any, but I will +periodically check in with you as well, to make sure we're +all on the same path. My primary communication focus will +be Thad, however, in order to minimize any confusion. + +Thank you, + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/28/2000 07:39 AM ----- + + + Jeff + + Youngflesh To: thadwhite@avaya.com + + cc: + + 11/21/2000 Subject: RE: Enron / Avaya +meetings in Basking Ridge + 10:44 AM + + + + + + + + +Thad, can you give Barbara a ""hold"" on this until you and I get the +people scheduled? I have just returned from a day off, and don't +have the information I needed yet. It still looks like Jan 8-9 may be +leading date candidates, with the 19/20 or 20/21 of December being +possible alternates... + +Thank you, + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- + + + ""Korp, + + Barbara I To: +""'jeff.youngflesh@enron.com'"" + (Barbara)"" cc: + + + + + + 11/20/2000 + + 01:22 PM + + + + + + + + +Jeff, + +I'm in the process of booking the Avaya Briefing Center and need to know +how +many people from Enron will be visiting our headquarters. I've asked for +the afternoon of December 13th and all day on the 14th. + +Barb + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + +-----Original Message----- +From: jeff.youngflesh@enron.com [mailto:jeff.youngflesh@enron.com] +Sent: Thursday, November 16, 2000 6:50 PM +To: bkorp@avaya.com; thadwhite@avaya.com; Kim_Godfrey@enron.net; +Larry.Ciscon@enron.com; Steve_Pearlman@enron.net; +Jennifer.Stewart@enron.com; Leslie.Scher@enron.com; kroswald@avaya.com; +davjohnson@avaya.com +Subject: RE: Enron / Avaya meetings in Basking Ridge +Importance: High + + + +Barbara, et. al.: + +After a flurry of phone calls, in which both Jennifer Stewart +and I have spoken with Serge Minassian, the following dates +look like the most likely targets: for the 1st day (half-day session), +Wednesday, December 13. For the 2nd day (full-day session), +Thursday, December 14th. + +Serge has indicated his availability for a 2-hour block of time, +on the 13th in the afternoon. That meeting would be essentially +an executive overview and strategy session for the appropriate +Avaya executives and the Enron Broadband Services exec- +utives. The bulk of that meeting would be EBS' presentation +of their Value Proposition for the potential EBS/Avaya efforts. + +The second day would be for members of Avaya's engineering +and development organizations, and possibly marketing; to +have a full day to meet with the equivalent EBS team. Both +software/firmware and product platform-type of concepts would +be examined, and any other area in which EBS and Avaya +development folks felt that there were possible synergies for +a solution or solutions for the following 2 primary areas: + +1) ""sell to"": EBS solutions to Avaya for internal use, and +2) ""sell through & sell with"": EBS and Avaya possibly +developing a solution for bringing to market in a similar +fashion to the Avaya/Siebel Systems' efforts. + +By way of copying this to the EBS team, I am asking that +they will coordinate with me whom they would be sending, +and to make sure that the 13th/14th of December fit into +the appropriate calendars. If there are any Avaya questions +related to development/engineering efforts, I would coordinate +as well, and most likely route to Larry Ciscon, or other EBS +engineering/development executive(s), as appropriate. + +Thank you again for your help, and we look forward to the +opportunity! + + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + + + + ""Korp, + + Barbara I To: ""White, Thad (Thad)"" +, + (Barbara)"" ""'jeff.youngflesh@enron.com'"" + + Subject: RE: Enron +Organization + + + + 11/15/2000 + + 02:55 PM + + + + + + + + +Jeff & Thad, + +I spoke with Serge this afternoon. He definitely wants to meet with Enron +as soon as possible, but only for a maximum of two hours. Two members of +his team will participate, Wayne Sam and Edward Chang. I will coordinate a +date with them and send a message of available days and times. + +If you have any questions, do not hesitate to call or write. + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + + + + + + + + + + +" +"arnold-j/all_documents/60.","Message-ID: <28568193.1075849625460.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 02:14:00 -0800 (PST) +From: jennifer.stewart@enron.com +To: jennifer.medcalf@enron.com +Subject: American Express +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jennifer N Stewart +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/08/2000 +10:16 AM --------------------------- + + +Lesley M Lambert +12/08/2000 09:51 AM +To: Tracy Ramsey/EPSC/HOU/ECT@ECT +cc: Barry Proud/ETOL/EU/Enron@ENRON, Jennifer N Stewart/NA/Enron@Enron, Peter +Goebel/NA/Enron@Enron + +Subject: American Express + +Hi Tracy, + +On Wednesday of this week we had a visit from Jennifer and Peter, and we +highlighted a number of problem areas that we are experiencing with Amex +Travel Management. They suggested we inform you of the problems, in the hope +that you would be able to take it to a higher level on our behalf. + +Up until a year ago American Express were based on the Wilton Site. They +migrated to Newcastle (about 50 miles away) and migrated again some six +months later to Edinburgh ( about 120 miles away). Each time they have moved +the level of service we have received has deteriorated. + +Some six weeks ago we had a meeting with Lisa McKenzie (Area Manager) from +the Edinburgh office, at which we detailed our concerns to her. She said +that she valued our business and promised to take these concerns away and to +rectify all problems. In reality nothing improved, to the extent that we had +another meeting with George Blues (Account manager) last week, and informed +him that we had not seen any changes for the better. We also told him that +if things did not improve within the next six weeks, we would consider taking +our business elsewhere. We have actually made contact with a local company +and are using them in conjunction with Amex for the next six weeks. + +Typical problems are:- + +Communications - trying to contact people in Edinburgh is difficult. +Response when we do contact them is not forthcoming. Not being able to speak +to the same person twice. Promises of return calls do not materialise. + +Invoices - difficulty in resolving disputes. + +Car Hire - not negotiating the best deal with regards to rates. We +negotiated better rates with Avis ourselves. + +Hotel Bookings - not using Enrons preferential rates on hotels with reserved +rooms. + +Rail Travel - lack of detail on tickets. + +We feel that they are paying lip service to what we are saying and making +general excuses in the non performance of their obligations. + +We hope you can assist us in getting a better level of service than that +which we are currently receiving. + +Regards + +Lesley + + + + + + + +Respect====>Integrity====>Communication====>Excellence + + +The information contained in this e-mail and any files transmitted with it is +confidential and intended for the addressee only. If you have received this +e-mail in error, please notify the originator or telephone 01642 459955. +This e-mail and any attachments have been scanned for viruses prior to +leaving Enron Teesside Operations Limited (ETOL). ETOL will not be liable for +any losses as a result of any viruses being passed on. + +Enron Teesside Operations Limited. Registered in England +Reg. No. 3647087. Registered Office: ETOL HQ, PO Box 1985, Wilton +International, Middlesbrough, TS90 8WS + +" +"arnold-j/all_documents/600.","Message-ID: <2429545.1075857603517.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 14:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maine impossible to get to...next option?" +"arnold-j/all_documents/601.","Message-ID: <31177461.1075857603538.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 11:47:00 -0700 (PDT) +From: george.ellis@americas.bnpparibas.com +To: george.ellis@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures NG MarketWatch For 5/14/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: george.ellis@americas.bnpparibas.com +X-To: george.ellis@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +(See attached file: g051401.pdf) + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + + - g051401.pdf" +"arnold-j/all_documents/602.","Message-ID: <13579522.1075857603561.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 06:50:00 -0700 (PDT) +From: michael.gapinski@ubspainewebber.com +To: john.arnold@enron.com +Subject: Additional offerings to round out your portfolio +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Gapinski, Michael"" +X-To: ""Arnold John (E-mail)"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John - + +I left a message about this last week, but wanted to follow-up with +additional information for your review. We have three offerings currently +available (or coming soon) that I feel would compliment the small/mid cap +and fixed income exposure you already have through Redwood, Sequoia, and +Willow. + +Quantitative Allocation, LLC: Integrates four quantitative investment models +to drive aggressive (and potentially leveraged) asset allocation decisions. +Generates exposure to stock and bond markets through indexing techniques and +futures transactions. Portfolio market exposures can range from +325% to +-175% of net assets. This is clearly different from the largely +non-leveraged stock-picker funds you already own. I would consider this to +be a predominately large-cap investment (I think of it as an index fund with +a brain and on steroids - call me and I'll explain that comment in more +detail). + +Juniper Crossover Fund, LLC: Managed by OrbiMed Advisors, and focused on +global biotech and pharma. Up to 30% participation in private equity. This +could be a way to get you some private equity exposure with a world-class +manager. + +Tamarack International Fund, LLC: Long/short stock-picker fund focused on +the international mid-cap market. I feel this fund is very similar in style +to the managers you already own, but would give you exposure to the +international markets that you currently lack. This is a new fund and the +first closing will probably be in June. + +Of course, the summaries above are for information purposes only and do not +constitute an offer to sell or solicitation of an offer to buy interests in +these funds. Please call me if you're interested in any of the strategies +outlined above, and I'll have the appropriate offering memorandum sent to +you. + +Thanks, +> Michael Gapinski +> Account Vice President +> Emery Financial Group +> PaineWebber, Inc. +> 713-654-0365 +> 800-553-3119 x365 +> Fax: 713-654-1281 +> Cell: 281-435-0295 +> + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees." +"arnold-j/all_documents/603.","Message-ID: <27342469.1075857603585.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 04:39:00 -0700 (PDT) +From: margaret.allen@enron.com +To: jeffrey.shankman@enron.com, edward.ondarza@enron.netedward.ondarza, + marchris.johnson@enron.com, per.sekse@enron.com, + john.campbell@enron.com, gregory.t.adams@enron.com, + marla.thompson@enron.com, kimberly.friddle@enron.com, + christie_patrick@enron.com, john.arnold@enron.com, + per.sekse@enron.com, steve.montovano@enron.com, + janel.guerrero@enron.com, jim.lowe@enron.com, + douglas.clifford@enron.com, john.haggerty@enron.com, + john.ovanessian@enron.com, wendy.king@enron.com +Subject: Guggenheim Survey +Cc: ina.rangel@enron.com, caroline.abramo@enron.com, angela.williams@enron.com, + bridget.fraser@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ina.rangel@enron.com, caroline.abramo@enron.com, angela.williams@enron.com, + bridget.fraser@enron.com +X-From: Margaret Allen +X-To: Jeffrey A Shankman, edward.ondarza@enron.netedward.ondarza@enron.net, marchris.johnson@enron.com, Per Sekse, john.campbell@enron.com, gregory.t.adams@enron.com, Marla Thompson, kimberly.friddle@enron.com, christie_patrick@enron.com, John Arnold, Per Sekse, steve.montovano@enron.com, Janel Guerrero, Jim Lowe, douglas.clifford@enron.com, John Haggerty, John Ovanessian, Wendy King +X-cc: Ina Rangel, Caroline Abramo, Angela Williams, Bridget Fraser +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello all, + +Please complete our preliminary feedback form so that we can track the value +of our investment in the Enron/Guggenheim event(s). We will use your input to +shape our future business development opportunities. + +Thank you in advance for providing this valuable information. Please fax +your response to me at 713-853-6790. + + + + +" +"arnold-j/all_documents/604.","Message-ID: <16933083.1075857603607.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 02:54:00 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Friday Staff Meeting - Conference Bridge Number +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John, + +You can call in for the staff meeting on Friday, 5/18. Here is the +information on it. +-Ina + + + +I have arranged a conference bridge number for the Friday staff meeting for +the individuals that might have difficulty with video conference equipment or +will be on travel status and not available at the office. + +As a reminder the staff meeting is scheduled at 2:30 pm Central time. + +The conference bridge number is: + +Domestic 1-800-713-8600 +International 1-801-983-4017 + +Pass Number 03151 + +If you have any questions, please let me know! + +k + + + +" +"arnold-j/all_documents/605.","Message-ID: <19189634.1075857603655.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 01:30:00 -0700 (PDT) +From: ann.schmidt@enron.com +Subject: Enron Mentions - 05/12/01 - 05/13/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ann M Schmidt +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +As Final Exams Begin, Power Is a Big Question +The New York Times, 05/13/01 + +British Telecom +The Times of London, 05/12/01 + +Houston needs to think small about future technology +Houston Chronicle, 05/13/01 + +Panel plots new course for area's future / Education, economics, quality of +life top group's list of needed improvements +Houston Chronicle, 05/13/01 + +MSEB not to pick up 15 pc in DPC after phase II completion +Press Trust of India Limited, 05/13/01 + +Enron plans to pull out of Gulf gas project: MEED +Agence France-Presse, 05/13/01 + +SMALL BUSINESS / Pleasure cruisin' / Yacht fleet owner offers customers what +amounts to limo service on the lake +Houston Chronicle, 05/13/01 + +More power to reform agenda +The Economic Times, 05/13/01 + +India Power Min: New Power Deal With Enron Unit Possible +Dow Jones International News, 05/12/01 + +India: Talks begin on Dabhol issue +Business Line (The Hindu), 05/12/01 + +India to allow 3rd party sale if DPC, MSEB jointly approach +Press Trust of India Limited, 05/12/01 + +DEFAZIO CALLS FOR STATE TO BUY PGE TO PROTECT RATES +Portland Oregonian, 05/12/01 + +Congressman suggests state buy PGE +Associated Press Newswires, 05/11/01 + + + +National Desk; Section 1 +As Final Exams Begin, Power Is a Big Question +By JODI WILGOREN + +05/13/2001 +The New York Times +Page 16, Column 4 +c. 2001 New York Times Company + +For final exams, prepared students pack extra pens, calculators, bottled +water, granola bars. And, at the University of California's Berkeley campus +this year, a flashlight. +As state officials and utilities struggle to maintain the power supply during +California's continuing energy shortage, administrators and professors at the +31,000-student campus are planning for the possibility that rolling blackouts +may disrupt exams, which began on Friday and run through next Saturday. +''People here are used to interruptions,'' Sara Abbas, 21, a senior +communications major, said with a shrug as she studied in a cafe near campus. +''People walking in, people running around buck naked and whatnot. People +have cut the power lines. They just reschedule.'' +In an e-mail message sent Wednesday, the executive vice chancellor, Paul R. +Gray, advised instructors to use ''individual discretion to decide the +disposition of their examinations once the exam has started.'' Among the +options: delay the test until the lights return; postpone it until a +Saturday; grade the incomplete test; or cancel the exam altogether. +Professors are also encouraged to check a Web site to see if their exam rooms +have windows. ''In some classrooms,'' Mr. Gray noted, ''students may have +sufficient natural light.'' +The rolling blackouts could hit most of the campuses of the University of +California and California State University. The two systems are embroiled in +a legal dispute with Enron Energy Services, a Houston-based company that, in +February, cut short a four-year contract to provide electricity directly to +the universities. For now, the two systems -- among the largest energy +consumers in the state -- are being supplied by Pacific Gas and Electric and +Southern California Edison. +Though several medical centers and the Davis, Los Angeles and Riverside +campuses of the University of California system are exempt from the +blackouts, the rest of the campuses have been put on alert. +At Berkeley, the warning from Mr. Gray only heightened pre-exam stress +levels. +''Stopping in the middle of a final would be detrimental to my grade because +I save the hardest questions until the end,'' said Heidi West, 20, a +sophomore majoring in political science. +Aaron Chung, a senior studying cognitive science, said it would be unfair to +grade half-finished exams because he often circled answers instinctively, +planning to return later with more care. ''The only thing I don't have a +problem with is if the professors give everyone A's,'' Mr. Chung, 23, said. +''You have to be under a lot of duress for that to happen.'' +Gary L. Firestone, a biology professor, said he would move his 500-member +class out into the sunshine and tell students to spread their blue books on +the grass. But Jeff Good, a graduate student who teaches Introduction to +Syntax and Semantics, said he would probably cancel the exam because the +final counts for only 20 percent of the grade. +That is what Michelle Chen, a junior linguistics major in Mr. Good's class, +is hoping for. +''I would love a blackout,'' Ms. Chen said. ''I'm going to turn on my +air-conditioner. My toaster, too.'' + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Business +British Telecom +Patience Wheatcroft + +05/12/2001 +The Times of London +News International +Final 4 +55 +(Copyright Times Newspapers Ltd, 2001) + +BRITISH TELECOM has inflicted enough damage on itself in the past year. But +others are still lining up to put the boot in. Hours after the company +announced a Pounds 5.9 billion rights issue and the separation of cash-hungry +BT Wireless, Moody's Investors Service lowered BT's credit rating. This +thumbs-down will cost BT an extra Pounds 35 million a year on existing loans +as well as making future working capital more expensive. +The timing is odd. One of the two other main agencies presented with the same +BT proposals maintained its rating and the other edged it down so little that +change-of-rating clauses were not triggered. In the meantime, the market +prices of BT debt have been rising. The Enron Cost of Credit, which measures +the overall risk premium on BT borrowing, has halved since mid February. Such +costly inconsistencies must focus more critical attention on the agencies, +whose power has grown out of proportion to their accountability. +Moody's verdict is, however, peanuts compared with the cost to BT of the +whims of Stephen Byers and the UK competition authorities. Moody's will no +doubt be aghast to learn that Yell could be worth Pounds 1 billion less as a +result. +In 1996 the Monopolies and Mergers Commission found that BT's Yellow Pages +had an 85 per cent monopoly of its market and made it sign undertakings to +cut prices by 2 per cent a year in real terms. The Office of Fair Trading has +reviewed this report; predictably, it has found that the enforced price cuts +have kept competition down and kept Yell's market share up. +The reasoning behind OFT advice that annual real price cuts should be doubled +is closed to scrutiny until Mr Byers has a new BT undertaking. But it appears +to argue that the market is still a monopoly, so Yell must be charging too +much, so prices should fall further. +The result, according to those formerly eager to buy Yell, is that a growth +business has been turned into a stagnant one, losing all momentum. This +sounds typical of the dead hand of UK regulation. It must strengthen the +resolve of BT's new leaders to remodel what the authorities so hate to the +greater advantage of shareholders. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +OUTLOOK +Outlook +Houston needs to think small about future technology +WILLIAM DYLAN POWELL + +05/13/2001 +Houston Chronicle +2 STAR +4 +(Copyright 2001) + +OK, it's test time - sort of like a breakfast-time Rorschach test for Outlook +readers. Here we go: What's the first thing that comes to mind when someone +mentions Houston? +Time's up. Your answers may have been energy, medicine or seemingly random +acts of highway closure. But how about something very, very small? While +Houston may not exactly be synonymous with all things tiny, we may want to +start giving more mind share to the world of the miniature. As technology +advances, Houston may owe a great deal to the study of small substances. +Nanotechnology is the study of creating functional structures on a molecular +scale (the prefix ""nano"" means one billionth, or 10 to the ninth power +numerically). Its theories and practices give scientists the means to +construct useful entities using the smallest known particle of unaltered +matter. +Before your eyes glaze over in a terminology-induced science class flashback, +you should hear some of the possibilities that this technology could afford +residents of the Bayou City and their respective commercial enterprises. The +possibilities give the works of science fiction author Ray Bradbury a run for +their money, and include producing computers the size of viruses or factories +that could fit neatly on your desk. Cancer-destroying robots could roam a +patient's innards like mounted police at a spring break celebration. +Eventually, all diseases and mutations could be eliminated. And all +manufacturing processes would become waste-free, both in terms of the +environment and from a business process standpoint. +Sound like science fiction? Maybe, but truth is rapidly catching up with +fiction. A team of university researchers recently figured out how to make a +functional switch out of a single organic molecule. Discoveries such as these +have spawned several branch fields of study including nanobiotics, NEMS +(nanoelectromechanical systems) and nanomedicine. +This technology would surely change the world. But it would especially affect +Houston. Applications for nanotechnology are a great fit for Houston's +economic landscape. The chemical industry already has begun conducting +research in small-sizing certain chemical compounds. And the energy industry, +still our darling, has great interest in the power management possibilities +of nanotech. This could be Houston's next great vehicle for economic +development. +Nay-sayers have expressed caution regarding progress in this field on two +separate fronts. First on how distant potential commercial offerings remain; +and secondly on the potential dangers of combining genetic engineering, +nanotechnology and robotics (for fear of creating self-assembling intelligent +machines as often portrayed in science-fiction movies). But too much +technological progress is happening at once for the possibilities not to whet +the appetites of the entire scientific and business communities. +Already, developmental overtures have been heard from Houston's little sister +to the north. The Dallas-Fort Worth region and its growing base of +semiconductor, light assembly and defense industries are keeping a close eye +on developments in small science. In March, a private-sector company donated +$2.5 million to the University of Texas at Dallas for nanotech research. And +a handful of Dallas-area groups have been quietly conducting research of +their own. This money augments the federal government's nearly half-billion +dollar allotment of 2001 research funding for nanotechnology. Houston has its +own projects, but they receive far less publicity. +Houston's public nanoscience efforts have been centered mostly on Rice +University's grand Turks of academia. Pushing the envelope of academic +excellence as usual, Rice's heavyweight research barons continue to generate +and distribute knowledge on the many potential applications of this exciting +technology. But as successful as they are, they receive far less publicity +and support than other less commercially significant disciplines. +On May 29, leaders from the energy, medical and technology sectors will +converge at the Houston Technology Forum to discuss various technology trends +that will affect Houston's future. Will the keynote speakers (chief +executives from Compaq, the Texas Medical Center and Enron) address the issue +of what Houston is doing to prepare for advances in nanotechnology and its +potential economic impact on the region? +I certainly hope so. Energy, medicine and technology are the terra firma of +Houston's economy. Each of these industry sectors could reap profound +benefits by bringing nanotechnology's concepts to light. +Sure, the fruits of this nascent science are still a long way off. But it's +going to become remarkably important sooner than we think. So while +Houstonians are well known for our love of largeness, it's time to think +small. Let's take a careful evaluation of what this technology could mean to +our city and its economic development. + +Drawing + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +A +Panel plots new course for area's future / Education, economics, quality of +life top group's list of needed improvements +MIKE SNYDER +Staff + +05/13/2001 +Houston Chronicle +4 STAR +33 +(Copyright 2001) + +A group of prominent business executives, worried that Houston's reputation +as an unpleasant place to live imperils its future, is developing a plan to +transform the city's educational system, urban design and economic base. +The work of the Center for Houston's Future, a nonprofit group affiliated +with the Greater Houston Partnership, reflects growing concern that Houston +must reposition itself as a vibrant, desirable destination if it is to +compete in an economic climate that empowers skilled workers to live wherever +they choose. +Creating such a ""livable city,"" leaders of the effort say, would in turn +enrich the lives of every Houstonian. +""The interests of the business community are fully aligned with the interests +of the community at large,"" said Eugene H. Vaughan, a money management +executive and board chairman of the Center for Houston's Future. +A report prepared for the organization by a business-based task force +recommends that local leaders challenge long-held assumptions that have +discouraged meaningful land-use planning. It sketches a vision of Houston 20 +years from now in which technology and other tools have revolutionized public +education, ""livable city centers"" have changed the physical landscape and +current civic leaders have groomed a new, more diverse generation of +successors. +The report argues that the business community's traditional leadership role +in Houston's civic affairs should continue. But it suggests the models of +business influence that prevailed in ""the old days"" should be re-examined. +""Those were the days when oil was king, and Houston was the energy capital of +the world - the days when a handful of `big' leaders, including CEOs of major +corporations, could meet in a room together and decide on the future of +Houston,"" the report states. +""But times have changed, and there is far less tolerance in Houston's highly +diverse, egalitarian society for a hidden oligarchy to run things, no matter +how benevolent those leaders might be."" +The center's board includes top executives of some of Houston's most +successful and influential companies, including Enron Chairman Ken Lay; Ned +Holmes, chairman and CEO of Parkway Investments/Texas Inc.; James Royer, +president and CEO of Turner, Collie & Braden Inc.; William White, president +and CEO of WEDGE Group Inc.; and Jim Kollaer, president and CEO of the +Greater Houston Partnership. +Vaughan said the stature of the board members is an indication that the group +is not likely to generate plans that will simply sit on a shelf. +""They've got so many demands on their time that they're not going to fool +around with something that is ill-conceived,"" he said. +Rice University sociology professor Stephen Klineberg, one of the experts who +advised the task force that generated the report, agreed that the center's +work could be very influential. +""This is the first time there's been a systematic, coordinated effort on the +part of the business community"" to improve Houston's quality of life, +Klineberg said. +The Center for Houston's Future was created in the early 1990s primarily as a +source of research information for the partnership, Houston's premier +business organization. But its role changed about two years ago, Vaughan +said, when Holmes became chairman of the partnership and encouraged the +center to take an aggressive approach to planning for the region's future. +Last summer, the center organized three workshops attended by 36 people +representing a cross section of the business community. These 10-day, +seven-night events, led by professional facilitators and featuring various +guest speakers, produced a report outlining four possible future Houston +scenarios. +James D. Calaway, a member of the center's board, said the details outlined +in the four scenarios are intended to be ""illustrative"" and are not +necessarily the actions the organization ultimately will recommend. However, +they provide insight into the direction of the group's thinking, he said. +In the first scenario, based on the assumption that local planning and +decision-making proceed much as they have in the past, the workshop +participants speculate that tension between the city and suburbs increases to +the point that the Legislature strips Houston of its annexation power. +Development is greatly restricted because of failure to meet clean-air +standards, property values plummet and the City Council must pass a large tax +rate increase. +Houston becomes a stronghold of low-wage, service-sector employment, and the +gap between rich and poor widens: ""For many who live there, it's simply a +large urban sprawl, adrift in the global economy, or it's a three-year +hardship post on the way to something more desirable."" +Scenario two suggests that Houston's leaders transform the educational system +by developing a ""Teacher Network"" that delivers Internet-based educational +resources into every classroom and teacher's home in the region. This in turn +leads to a communitywide electronic educational network, with every home in +the Houston area connected to the Internet by 2007. +These efforts, combined with universal, full-day preschool care, lead to +state-of-the-art local schools by 2010, with almost universal high school +graduation rates and 75 percent of these graduates going on to college or +technical training programs. +The report does not estimate the cost of these measures or identify how they +would be funded. Potential sources, Calaway said, include local, state and +federal tax money, private grants and reallocation of funds now being spent +on more traditional educational programs. +In scenario three, local leaders take bold steps to overcome Houston's +reputation for sprawl, dirty air and lack of green space - perceptions that +hamper efforts to attract the talent needed to keep the region economically +competitive. +These leaders develop a vision of Houston based on the creation of ""livable +city centers"" - major activity centers targeted for redesign and +redevelopment - and the connection of these centers through ""personal and +public transport in corridors that delight the eye."" +Within the centers, streets are reconstructed to better accommodate +pedestrians. Financial incentives prompt developers to provide a wide range +of housing styles, including substantial affordable housing. The Main Street +light rail line is built, succeeds spectacularly and is followed by more rail +lines extending in various directions. +To accomplish these goals, the report states, local leaders must overcome +their ""ingrained suspicion of planning,"" and the City Council must adopt +""new, more prescriptive development standards"" within the livable city +centers. Early successes lead to a public referendum authorizing the +expenditure of $8 billion over 20 years to create the ""livable city."" +Scenario four focuses on making Houston a ""crossroads of the world economy."" +The city's business leadership becomes broader and more diverse, and it turns +its energy toward diversifying the economy. +The energy industry, adapting to the new economic climate, transforms its +business model and creates new, high-tech enterprises. Space, nanotechnology +and biotechnology research help launch hundreds of companies that quickly +become significant global players. +The workshop participants concluded that Houston must accomplish key elements +of scenarios two, three and four if it is to become a ""true world-class city +in which to live and conduct business."" +Calaway and Vaughan said the next steps will include designating committees +to develop specific recommendations in each of the broad areas studied, such +as education and quality of life. Working groups then will be established to +begin translating these ideas into policy, they said. +Although the center is focused on the long term, they said, it must produce +results as soon as possible. +""If we do not get serious about this, 20 years from now we're going to be a +low-wage environment, putting people in very, very dead- end jobs,"" Calaway +said during a recent presentation on the group's work to members of the +nonprofit Gulf Coast Institute. +""We've got to get the quality of life right, but we've also got to make sure +that we educate these kids for our future."" + +Mugs: 1. Ken Lay (p. 45); 2. Ned Holmes (p. 45); 3. James Royer (p. 45); 4. +Jim Kollaer (p. 45) + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +MSEB not to pick up 15 pc in DPC after phase II completion + +05/13/2001 +Press Trust of India Limited +(c) 2001 PTI Ltd. + +Mumbai, May 13 (PTI) Maharashtra State Electricity Board (MSEB) has decided +not to pick up the remaining 15 per cent equity in Enron-promoted Dabhol +Power Company (DPC), which it was earlier supposed to, after the complete +construction of the entire USD three billion power project in Dabhol. +""It is true that we had promised to take the 15 per cent, translating into +infusion of around USD 65 million and given the serious financial stress the +board is facing, it is not going to be possible for us to participate in the +phase II of the project"", a senior MSEB official told PTI here Sunday. +Currently, Enron International owns 65 per cent, MSEB -15 per cent, General +Electric and Bechtel 10 per cent each. +However, MSEB is yet to send an official intimation to DPC in this regard, +the official said adding the board would inform the company soon after the +completion of the project. +DPC's USD 1.87 billion phase II would be fired on June seven, 2001, thus +marking completion of the 2,184 MW project. +DPC, which received a Foreign Investment and Promotion Board clearance in +last December for its 10.83 billion foreign Direct Investment, has not been +able to scout an alternative fifth partner for MSEB's equity. +The company had decided to off load the 15 per cent of its current holding of +65 per cent to a new entity, as according to the company's global +debt-consolidation it needed to maintain its stake at 50 per cent in DPC +after its completion. +In order to avoid any delay, Enron had agreed to meet up with the equity +shortfall as per the former's agreement with its lenders. +(THROUGH ASIA PULSE) 13-05 2001 + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron plans to pull out of Gulf gas project: MEED + +05/13/2001 +Agence France-Presse +(Copyright 2001) + +DUBAI, May 13 (AFP) - Enron Corp. of the United States plans to pull out of a +project to deliver Qatari gas to the United Arab Emirates (UAE), Middle East +Economic Digest (MEED) reported on Sunday. +Enron is a partner in the Dolphin Energy project along with the +Franco-Belgian company TotalFinaElf and the Abu Dhabi government- owned UAE +Offsets Group (UOG). Its role is to build a pipeline under the Gulf between +Qatar and Abu Dhabi. +""The profit margin for Enron would be low. At present, the Dolphin project is +being developed primarily as an upstream venture,"" an industry source told +MEED. +Another industry publication, Middle East Economic Survey (MEES), reported +last week that the two other partners regarded Enron's estimated cost for +constructing and laying the 350-kilometre (220- mile) undersea pipeline as +too high. +""There is talk of new partners,"" a source with TotalFinaElf, whose role is to +develop a block in Qatar's giant North Field, told MEED. ""But whatever +happens, we are staying."" +On March 14, Qatar and the UAE inked a 25-year term sheet agreement on the +project, setting the volume at two billion cubic feet (20 million cubic +metres) of natural gas per day. +Differences over pricing and volumes had put back the signing of the +agreement for two years after a first statement of principle for Dolphin was +inked by Qatar and UOG in March 1999. +According to MEES, Qatar Petroleum and UOG have finally agreed on a gas price +formula of 1.3 dollars per million BTU (British thermal units) following +""high-level political intervention from Qatar and Abu Dhabi"". +TotalFinaElf and Enron are strategic partners in the multi- billion-dollar +project, each holding a 24.5 percent share in Dolphin Energy Limited (DEL), +with UOG retaining a controlling 51 percent stake. +From Abu Dhabi, the gas is to be distributed inside the emirate and on to +Dubai and Oman. An extension to Pakistan through an undersea pipeline is also +planned, as part of a regional gas network. +hc/rp + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +BUSINESS +SMALL BUSINESS / Pleasure cruisin' / Yacht fleet owner offers customers what +amounts to limo service on the lake +CAROL RUST +Special to the Chronicle + +05/13/2001 +Houston Chronicle +2 STAR +1 +(Copyright 2001) + +KEMAH - Tom Lober trundled home from second grade with a three- tiered wooden +box he'd made at school. +""This is my houseboat,"" he told his mother 35 years ago. ""When I grow up, I'm +going to live on a boat."" +His practical-minded mother put the ""boat"" to work as a patio plant stand +until it finally rotted from a decade of exposure. +On a recent evening, Lober stood on the bow of one of his four charter +yachts, enjoying the sunset-tinted water and a mild breeze as the 100-foot +luxury boat moved quietly from Clear Lake into Galveston Bay. +""This is what I love,"" Lober said, scanning a horizon dotted with distant +boats. ""The others are here to party, but this is it for me."" +The founder and owner of Star Fleet Entertainment Yachts spoke calmly against +the din of a mini-Mardi Gras heating up on middeck, where bead-clad +executives were letting their hair down at their annual appreciation party +for a major customer. A Mae West look- alike hired for the event meandered +among them, handing out cigars and sultry comments in her mermaid-cut white +dress studded with faux pearls and a white feather boa twirled about her +neck. +In the eight and one-half years since the 42-year-old Lober started Star +Fleet, he's seen everything from fire-eaters to hula dancers as entertainment +on the hundreds of custom cruises his staff of 70 puts together each year. +Last year, the company booked 400 cruises, which translated into $2.3 million +in gross sales, in events ranging from Gulf Coast versions of company picnics +to a bat mitzvah with a Gilligan's Island theme. One guy recently plunked +down $2,000 to charter an entire boat for a date. +One of Lober's seven captains is, handily, a licensed minister for weddings. +Star Fleet staff recently added squirt guns, Hula Hoops and limbo sticks as +regular on-board equipment. +""It's a bizarre business,"" Lober said. ""Nothing seems unusual anymore."" +Nearly all Star Fleet's cruises include dinner. His kitchen staff does the +prep work for hors d'oeuvres and main courses on land near the marina, +transferring them to a generous galley on board before customers arrive. The +galley crew does the final cooking. +Star Fleet Entertainment Yachts is one of about a dozen businesses of its +size in the country that provides strictly private charter yacht cruises, but +Lober has hundreds of competitors locally. +""I'm competing with caterers, hotels, restaurants - anyone in the eating, +drinking and party business,"" he said. ""People say there are two things +you're never supposed to own: a boat and a restaurant. I put a restaurant on +a boat."" +Last month, he launched what he believes is the first-ever water limousine, a +30-foot yacht complete with wet bar, sound system, leather couches, TV and +VCR that takes small groups to waterfront restaurants and bars, just like a +limo does on land. +Sometimes, his clients hop off and dine at one of the restaurants on the +Kemah Boardwalk while the limo is anchored beside it. In other cases, waiters +deliver the food to the boat, equipped with removable dining tables that can +seat 14, and the customers dine while cruising Clear Lake. +Lober was a natural shoo-in for a career on the water. His father owned a +supply boat business in Houston and a fleet of shrimp boats based in +Trinidad. He eventually became president of his dad's supply boat business +after getting a master's degree in maritime management from Texas A&M +Maritime Academy in Galveston in 1981. +But he still had that idea from second grade that grew from living on a boat +to providing exclusive entertainment on the water. +In 1986, he joined the Passenger Vessel Association, a national group of +vessel owners that provides public or private cruises for gaming, ecotourism +or other entertainment. He attended seminars, talked to boat owners, +researched trends in the industry and tried to figure out what it would take +to float his idea. +Lober drew up plans for a boat big enough to accommodate up to 150 +passengers, but with a three-foot draft to keep from running aground in the +notoriously shallow Clear Lake and Galveston Bay. +""I wanted to be able to take that boat anywhere on the lake,"" which is five +feet deep in places, he said. +Bankers were skeptical when he approached them for a loan. +""This was a new business in Houston that had never been done before,"" Lober +said. ""They had no confidence. +""I finally got to the point where I'd just take my business plan into a bank +and say, `I know I'm not going to get a loan - just look at what I've got and +tell me what it needs,' "" he said. +Even without a loan in place, Lober began hands-on research. During the week, +he still worked at his father's supply boat business, but flew to Fort +Lauderdale, Fla., on weekends to work as a deck hand and food server for a +charter yacht company to learn the business from the bottom up. +After a year of loan seeking, he found a lender at the Passenger Vessel +Association's annual meeting. Caterpillar Finance agreed to lend him 60 +percent of the $950,000 in construction costs if he installed Caterpillar +engines on the boat. +Construction took a year, during which Lober continued his research, serving +drinks on weekends aboard a charter boat on the Detroit River and Lake St. +Clair. +Finally, Lober launched Star Gazer in October 1993. +The maritime academy might have taught him how to navigate by the stars, but +it didn't prepare him for marketing. +""I didn't know what I was doing,"" Lober said. ""The first year, I spent +$125,000 in marketing blunders,"" including a $50,000 mass mail campaign that +he called ""a total flop."" +Marketing was twice as expensive as he thought it would be and took twice as +long for potential customers to understand the concept he was trying to sell, +he said. Meanwhile, his boat sat in the stall for up to three weeks at a +time. +Lober had a $30,000 monthly overhead in debt service, office rental, +insurance and slip fees, and ""I still had to pay it if the boat didn't leave +once,"" he said. +Panicked, he joined the Greater Houston Partnership to seek out ideas, and he +got one: target marketing. +He and his small staff scrutinized every detail about the people who used the +boat and set out to find more like them. He set his sights on the corporate +client, which makes up about 70 percent of his business today. Corporate +customers include Enron, Exxon Mobil, Shell, Continental Airlines and Katy +Mills mall. +""We have had our party with Star Fleet every year for five years,"" said Ravi +Lal, director of ethylene division of Technip, based in San Dimas, Calif. +""The first year, I wanted to do something special that I hadn't seen before. +Everybody likes it, and everybody wants to come back."" +Business slowly began to build, and word spread. Lober added the 90-foot Star +Cruiser in 1997, the 74-foot Star Spirit in 1999, and brought in a fourth, +the Lake Limo, last month. Also in 1999, he bought 6 acres with 600 feet of +waterfront and built Star Fleet Marina. While part of that land is still +undeveloped, it eventually will become a parking lot for 500 cars when Lober +adds a fifth large yacht, Star Ship, sometime in the future. +""We plan to add Star Ship when we're turning down enough business from the +other boats,"" he said. +After more than eight years, Lober has yet to take home a salary, putting +everything back into the business. +The more he puts back, the more business he can accommodate. +But Lober and his staff still keep close tabs on their customers. +""We track everything - which individuals, what type of event, whether they +prefer sit-down dinners, how they heard about us - you name it,"" he said. +It's a lot of details. He knows that blackout shades, pull-down projector +screens and multiple microphone jacks are needed for presentations, and that +some clients like to be picked up at one of the Galveston hotels or other +locations on the Houston Ship Channel. +If a customer hires a deejay, a crewmember provides padding to put underneath +the CD player on the bandstand because dancing on the steel dance floor +causes the player to bounce. +Lober's three full-time cruise consultants handle charter buses to and from +the marina, limos, menus, photographers and decorations. They work with Star +Fleet's in-house florist and theme designer to provide floral arrangements +for sit-down dinners and Hawaiian leis of fresh orchids and hibiscus for a +major retailer's party, for which the florist helped transform the boat's +stanchions into palm trees. +And consultants have their own suggestions, such as bestowing captains' hats +instead of the usual corsages to employees with top sales who were being +honored at a recent floating awards banquet. +Lober believes his company's custom service brings customers back. +""They handle all the details once, and after customers go on that first +cruise, they're sold on the concept,"" he said. ""People love something +different. We provide a different kind of party. If they do it once, they +usually want to do it again."" +But cruises aren't limited to parties, Lober said. Customers have chartered +boats for banquets, retreats, new product introductions, incentive awards +dinners and for scattering loved ones' ashes. +About 60 percent of Star Fleet's business is repeat and referral. The recent +corporate party featuring the Mae West look-alike was the fifth the company +has chosen to have with Star Fleet. +Part of Lober's initial marketing problem - which continues today - is that +Houstonians just don't realize how close to the water they are. +""It's not like Fort Lauderdale, where water is part of the landscape,"" he +said. ""In Houston, there's no high-visibility location to see the water, just +one spot on Loop 610 that overlooks the Port of Houston. Even in Clear Lake, +there are only one or two places when you drive around the lake that you can +actually see the water. We don't have a San Francisco Bay or New York Harbor. +So people have to be reminded."" +He also has to deal with the misconception that only the very rich can afford +cruises, Lober said. +""Some people think they can't afford a luxury yacht, but when they compare +our complete package with upscale restaurants, hotel banquet facilities, +country clubs and wedding manors, we are quite competitive,"" he said. ""And +our food is gourmet quality. Just like a five-star hotel, we never cut +corners."" +Event cruises start at $40 per guest including food, bar, entertainment, tax +and gratuities. +Lober depends heavily on customer surveys to develop the service he and his +crew provide. And customers informally give Star Fleet staff new ideas with +some of the extras they bring aboard, such as the squirt guns, Mardi Gras +beads, Hula Hoops and limbo sticks. +""We learn a lot from our customers,"" he said. ""We see what they do, take the +best and give it back to them."" +Because customer surveys indicate that about 20 percent of Star Fleet's +business comes from being seen on the water, Lober and his captains make +their crafts as visible as possible whenever they take them out. The real +opportunity for hot-dogging comes when a customer charters two or three +boats, and they raft up to become the Star Fleet flotilla, with customers +moving from one boat to another. A three-boat charter can handle up to 375 +guests. +But one boat can still do a lot of advertising. +At the recent corporate party, Mae West joined the other revelers who were +slinging Mardi Gras beads at al fresco diners as Capt. Tony DeFore edged Star +Gazer close to the Kemah waterfront. They may not have known it, but they +were doing a little of Lober's public relations work for him. +As the boat pulled back into the Star Fleet Marina, Lober pointed out a barge +under construction. When it is finished - by the end of the year, he hopes - +the bottom floor will be a galley for food preparation, the second the Star +Fleet office and the third floor an 1,800-square-foot apartment. +It will kind of resemble that three-tiered wooden box he brought home from +school years ago, Lober says. +And he's going to live at the top. + + +Photos: 1-2. Left: Star Gazer, first of the Star Fleet Entertainment Yachts, +launched in 1993, sets sail for Southshore Harbor earlier this month. From +left to right are bartender Bridget Byous, server Leona Clark, Cruise +Director Edith Mitchell and President Tom Lober. Below: Cruise Director Edith +Mitchell unties the Star Gazer's bow line (color); 3. Star Fleet +Entertainment yachts President Tom Lober watches server Leona Clark polish +silverware for a buffet dinner aboard the Star Gazer. Last year, the company +booked more than 400 cruises, generating $2.3 million (color, p. 4) + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +More power to reform agenda +Soma Banerjee + +05/13/2001 +The Economic Times +Copyright (C) 2001 The Economic Times; Source: World Reporter (TM) + +THE electricity industry is often identified as the black sheep in the +infrastructure sector which has continued to lag behind despite an overdose +of government support. +Despite being one of the earlier industries to be opened up, private +investments in this sector have failed to take off. +Worse, the only sizeable project which was something to write home about +Enrons Dabhol Power plant in Maharashtra is currently a under cloud with its +promoters involved in a legal battle with the state entity and its sole +consumer for non-payment of bills. Policy makers and investors in the energy +sector are still groping to find ways and means to improve the performance of +this key industry. +Although private investments were expected to come in a big way in creating +new capacities, policy uncertainties and above all the poor financial health +of the consumer, in most cases the SEBs, have posed major problems for power +plant developers. +After about ten years of liberalisation, the private sector has to its credit +only about 5000 MW and according to projections by experts investments in +greenfield projects are unlikely before four to five years. +The factors that have been taken into consideration in the current projection +are almost inbuilt into the system. For one, there is a general agreement +that stressing on generation alone without doing much on the distribution +front has eroded the financial health of most SEBs. +``Private power developers cannot be expected to invest in projects till they +are assured that they will be paid for the energy produced, experts say. +But like the recent Montek Singh Ahluwalia report maintains, such reforms +cannot be done overnight and will require minimum five to seven years before +they break even. +The sector has already seen major exits like Cogentrix and Powergen and if +the current trends are anything to go by it would not be long before Enron +too says Sayonara India, claim sources in the power industry. +IPPAI, an association for private power investments, feels that the flip-flop +by the government as far as power policies are concerned have made it +difficult for investors to take decisions. +``Take this as an example at one time there were more than 200 MoUs signed up +for private power projects, the government provided counter guarantees for +eight projects, of which only three have taken off. Of this the Enron project +is already facing problems of nonpayment, says a senior source. +According to estimates drawn up by financial institutions like Power Finance +Corporation an organisation responsible for monitoring the financial health +of the SEBs and helping them with their reform programmes almost all the SEBs +have registered a negative turnover. Which is why the financing or +escrowability of SEBs across the country has been reduced to zero. +According to Union power minister Suresh Prabhu, the states are now +responsive to changes and reforms and the recent drive initiated by the +Centre to work with the state governments was expected to yield results. +But this sector has seen far too many committees which have failed to yield +much hope and it is only sheer determination of SEBs and political will that +can help this backbencher. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +India Power Min: New Power Deal With Enron Unit Possible +By Himendra Kumar +Of DOW JONES NEWSWIRES + +05/12/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW DELHI -(Dow Jones)- India is hopeful the Maharashtra State Electricity +Board's power purchase agreement with the U.S. energy company Enron Corp.'s +(ENE) Indian unit Dabhol Power Co. can be renegotiated and the DPC's dispute +over payments be settled, the country's federal Power Minister Suresh Prabhu +said. +In a weekend interview with Dow Jones Newswires, Prabhu said the very fact +that the DPC had come to the negotiating table for discussions on its power +price was an indication that Enron was keen to save its India project. +A special panel, set up by the Maharashtra state government, met with +representatives of the DPC, for the first time Friday and agreed to another +meeting May 23. +Friday's meeting lasted for more than two hours. +""I am of the view that a negotiated settlement is possible since the first +meeting of DPC with the Maharahtra state expert panel went off well. There +has been a positive response both from the DPC and the MSEB after the +meeting. The central government will also reciprocate by participating in a +meaningful dialogue. The next meeting will really decide on how it all goes,"" +Prabhu said. +Earlier this week, in an e-mail to Dow Jones Newswires from Houston, Enron +Vice President John Ambler however, said, ""While we have constantly +maintained that we are open to continuing a dialogue towards resolving +issues, this (Friday) meeting should in no manner be construed as an open +offer from DPC to renegotiate the terms of the contract."" +The Maharashtra state government contends that the price paid for electricity +from the Dabhol power plant, India's biggest-ever foreign investment at $2.9 +billion, is ""unaffordable"" and seeks to renegotiate tariffs. +A recent committee appointed by the government, the Godbole panel, +recommended that the power purchase agreement be renegotiated. +Dabhol has come under fire because of the relatively high cost of its power. +Critics object to Dabhol charging 7.1 rupees ($1=INR46.8825) a kilowatt-hour +for its power, compared with INR1.5/kwh charged by other suppliers. +The 2,184-megawatt DPC project in Maharashtra has been mired in financial +disputes after the Maharashtra State Electricity Board, its main customer, +failed to pay the December 2000 and January bills. The Godbole panel is +working toward lowering the DPC's power tariff and allowing the sale of +excess power to the federal government or its utilities. A restructuring of +the DPC's stakeholding may also be on the agenda. +The Maharashtra government has asked the committee to try to negotiate a +revised agreement within a month. The DPC currently operates a 740-megawatt +naphtha plant contributing about 0.7% to India's installed capacity. Enron +has maintained that work will be completed by the year-end in the second +phase of the Dabhol project that will add 1,444 MW to its capacity. The plant +will switch from naphtha to liquefied natural gas as a fuel source in 2002. +Texas-based Enron has a 65% stake in the DPC and is the project's largest +shareholder. Other shareholders include the MSEB with 15%, and General +Electric Co. (GE) and Bechtel Enterprises (X.BTL) with 10% each. +-By Himendra Kumar, Dow Jones Newswires; 91-11-461-9427; +himendra.kumar@dowjones.com + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +India: Talks begin on Dabhol issue + +05/12/2001 +Business Line (The Hindu) +Copyright (C) 2001 Kasturi & Sons Ltd (KSL); Source: World Reporter (TM) - +Asia Intelligence Wire + +MUMBAI, May 11. OFFICIALS of Enron India today met the expert committee +headed by Dr Madhav Godbole to discuss the fate of Enron's Dabhol Power +Company. +Mr A.V. Gokak, Union Government representative, who was appointed only last +night, could not attend the meeting due to the short notice. +Lenders to the project who were to attend the meeting stayed away. +Instead, Mr A.G. Karkhanis, former Executive Director, Industrial Development +Bank of India, attended as observer on behalf of foreign and Indian lenders, +Mr Vinay Mohan Lal, Energy Secretary, told reporters here after the meeting. +When asked about Enron's reluctance to renegotiate, Mr Lal said: ""They are +coming again on May 23. What does that mean?"" +Though none of those present at the meeting was willing to give more details, +senior State Government officials had earlier told Business Line that the +State would be willing to discuss phase II only after a decision on the +rebate slapped on DPC. +""Basically our strategy will be to bring the Rs 401- crore rebate payable by +DPC to the centre-stage,"" the official said. ""The company has not mentioned a +single word about the rebate in any of their letters to either the MSEB or +the State. And we, on the other hand, have discussed anything but the rebate +in our letters to DPC,"" he said. +Mr Wade Cline, Managing Director, Enron India, did not comment on whether the +company would issue the preliminary termination notice. +The Maharashtra State Electricity Board (MSEB) Chairman, Mr Vinay Bansal, and +Mr Lal had last evening briefed the Democratic Front constituents about their +stand vis-a-vis Enron. +They are understood to have told the political brass of the State that MSEB +does not need the second phase of the Dabhol power project. +They categorically said MSEB would not buy power from DPC-phase II, it is +learnt. +MSEB also reiterated its stand that DPC should adjust the dues owed by it +against the non-performance penalty. +Senior MSEB officials said the board had replied to the arbitration notice +issued by DPC and made its position clear. The board is of the opinion that +DPC should adjust Rs 213 crore - the December and January bills - against the +Rs 401 crore penalty for performance default. +The State Government also has backed the MSEB in its replies to the three +arbitration notices served on it. It has said that since MSEB does not accept +the charges - non-compliance with the power purchase agreement (PPA) - +leveled against it, the State is not bound to pay. +The Centre too is understood to have backed MSEB in its preliminary reply to +the conciliation notice from DPC. +Today's meeting was attended by Mr Cline, Mr Neil McGregor, President, DPC, +Mr Mukesh Tyagi, Vice-President, DPC, and Mr Sanjeev Khandekar, VP, DPC, and +Mr Mohan Gurunath, Chief Financial Officer, DPC. +Among the renegotiation panel members, Mr Deepak Parekh, Mr E A S Sarma and +Mr Kirit Parikh were also unable to attend. The next meeting is scheduled on +May 23, Mr Lal said. +Gokak nominated to panel: The Government has nominated former fertiliser and +telecom secretary, Mr A.V. Gokak, to the arbitration committee involving +Dabhol Power Company (DPC). +The Power Ministry had earlier mooted the additional solicitor general, Mr +Harish Salve's candidature for the job. +The conciliation process, however, has been hanging fire as the third +conciliator is yet to be appointed. Dabhol Power Company had written to the +Centre last month seeking six names for selection of a mutually acceptable +conciliator to kick- start the conciliation process. +DPC's letter to the Finance Ministry was seen in the context of the +substantial delay between the initiation of the conciliation process three +weeks ago and the finalisation of the conciliators. Soon after the +conciliation process was initiated, DPC decided to invoke political force +majeure and moved in for arbitration - a prelude to termination of the +project. +Our Bureau + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +India to allow 3rd party sale if DPC, MSEB jointly approach + +05/12/2001 +Press Trust of India Limited +(c) 2001 PTI Ltd. + +Mumbai, May 12 (PTI) The Federal Government will allow sale of power to a +""willing buyer"" if the Enron-promoted Dabhol Power Company (DPC) and +Maharashtra State Electricity Board (MSEB) will together approach the power +ministry with a concrete proposal for their 2,184 mw project in Dabhol. +""I will give whatever status they want, including a mega project one, if DPC +and MSEB jointly approach the Centre (Federal Government) for the same"", +Indian Power Minister Suresh Prabhu told reporters here Saturday. +He said the Indian Government would extend its cooperation to the Maharashtra +government (western state) ""in every way"" to resolve the imbroglio between +MSEB and DPC. +When pointed out that both the state government and DPC were of the opinion +that federal power utility National Thermal Power Corporation (NTPC) should +buy the power, Prabhu said NTPC cannot do so as it was power selling entity +and not buying one. +""There is no question of NTPC buying power from the project since long term +power purchase agreements (PPAs) have been signed by NTPC with the buying +states"", he reiterated. +Prabhu said the Indian Government would also try and find out potential +buyers of DPC power ""if other states were willing to buy the same"". +Earlier in his meeting with state chief minister Vilasrao Deshmukh, the +latter had suggested that NTPC sell the excess power over and above the +300-400 MW needed for the state from the 740 MW phase-I and soon to be +commissioned phase-II of 1,444 MW, to other needy states. +(THROUGH ASIA PULSE) 12-05 2001 + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +LOCAL STORIES +DEFAZIO CALLS FOR STATE TO BUY PGE TO PROTECT RATES +DAVE HOGAN AND JEFF MAPES of the Oregonian Staff + +05/12/2001 +Portland Oregonian +SUNRISE +C01 +(Copyright (c) The Oregonian 2001) + +Summary: The suggestion generates little enthusiasm and critics suspect it's +motivated by the lawmaker's possible race for governor +""I believe this is an extraordinary opportunity and a way that we can +insulate almost a quarter of our population and a core of Oregon's business +community from the craziness that is going on in the energy wholesale +markets."" -- U.S. REP. PETER DeFAZIO D-ORE. +The state of Oregon should consider buying investor-owned Portland General +Electric to help protect Oregonians from gyrations in the electricity market, +U.S. Rep. Peter DeFazio declared Friday. +Gov. John Kitzhaber reacted politely and said he'll explore the idea, but +others said it's a long shot because of political, financial and timing +factors. +Critics said the proposal appeared aimed more at attracting attention to +DeFazio's potential candidacy for governor than anything else. +Several companies already are considering buying the utility, but DeFazio +said state ownership could help keep PGE customers' electricity rates low and +generate profits that could help the rest of Oregon. +""I believe this is an extraordinary opportunity and a way that we can +insulate almost a quarter of our population and a core of Oregon's business +community from the craziness that is going on in the energy wholesale +markets,"" said DeFazio, D-Ore. +PGE serves about 725,000 retail customers, mostly in the Portland area, and +is owned by Houston-based Enron Corp. PGE's sale to Nevada's Sierra Pacific +Resources for $3.1 billion officially fell apart last month. Other possible +buyers include Northwest Natural and ScottishPower, which owns PacifiCorp. +While Enron and PGE officials declined to comment Friday, legislative leaders +showed no particular enthusiasm for DeFazio's idea. +""I appreciate his efforts, but I don't think it's the right idea at this +time,"" said House Speaker Mark Simmons, R-Elgin. He said the state already +has a package of bills aimed at spurring more energy production and +conservation. +Senate President Gene Derfler, R-Salem, said he'd be willing to sit down and +talk with DeFazio. ""I would not just shut the door,"" he said, but he doesn't +plan to devote much work to the proposal. Derfler questioned whether state +government could run a utility as efficiently as a business. +DeFazio said a PGE purchase would offer several benefits. State ownership +would put control of PGE in local hands instead of those of a faraway +corporation such as ScottishPower. For PGE customers, state ownership would +provide some protection and stability in electricity rates. It also would be +a good investment that would pay for itself and perhaps pump revenue back +into the state's coffers. +The purchase could be financed with tax-exempt bonds sold by the state. +DeFazio said state Treasurer Randall Edwards had told him the idea was ""in +the realm of possibility."" +DeFazio's idea is an intriguing one and could provide some benefits, said Bob +Jenks, executive director of the Citizens' Utility Board, which represents +customers of investor-owned utilities such as PGE. +Jenks said the primary benefit would be that, if the state bought PGE, the +utility would be able to buy lower-priced electricity from the Bonneville +Power Administration, which is required to sell power at lower rates to +publicly owned utilities. However, a publicly owned PGE wouldn't be able to +buy the lower-priced BPA power for about five years because of electricity +sales contracts that already are in place. +And even if PGE were able to buy lower-priced BPA power, that wouldn't +necessarily translate to lower electricity bills for PGE customers, Jenks +said. In addition, he said it could increase rates for other publicly owned +utilities because the BPA has a shortage of cheap hydropower. +The state Public Utility Commission would have to approve any sale of PGE, +but outgoing PUC Chairman Ron Eachus criticized DeFazio's proposal, saying it +had the potential to increase rates both for PGE customers and for publicly +owned utilities. He also said it seemed designed to get political attention +for DeFazio's potential candidacy. +""I think we're in the political season where people are proposing grandiose +schemes that aren't very well thought out, and this seems to be one of +those,"" Eachus said. +DeFazio conceded that a high-profile proposal focused on a Portland-area +issue such as the ownership of PGE would be a good way for a candidate to +build support for a run for governor, but he said that had nothing to do with +his plan. +You can reach Dave Hogan at 503-221-8531 or by e-mail at +davehogan@news.oregonian.com. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Congressman suggests state buy PGE +By CHARLES E. BEGGS +Associated Press Writer + +05/11/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +SALEM, Ore. (AP) - Congressman Peter DeFazio on Friday proposed that the +state buy Portland General Electric as a way to hold down power costs. +The Democrat outlined his plan after presenting it to Gov. John Kitzhaber, +who said he would ask his energy advisers to analyze it. +PGE is Oregon's biggest electric utility, serving more than 700,000 +customers. DeFazio said a state purchase of the company could insulate many +Oregonians from ""the craziness in power markets."" +DeFazio said the state could buy the company by issuing revenue bonds and +have the utility operate as a public power entity. +He said the purchase would give the state a diverse mix of transmission +rights along with hydropower, gas, coal and renewable energy sources. +""While I have not exhaustively researched the proposal, it does appear to be +feasible,"" said DeFazio, an opponent of electric deregulation. +Enron Corp., the Texas-based owner of PGE, is trying to sell the utility. +Sierra Pacific last month abandoned its plan to buy PGE for $3.1 billion, +citing increasing difficulties in the current market and the political +environment in the West. +Kitzhaber said he's not opposed to the idea of the state buying a private +utility, as long as it would benefit consumers. +DeFazio said PGE has been a profitable company, and putting it in public +ownership could give it preference over private utilities for the Bonneville +Power Administration's hydropower. +The congressman's suggestion wasn't welcomed by the Legislature. +""Thanks, but no thanks,"" said House Speaker Mark Simmons. +""Philosophically, I think it's the wrong approach,"" he said. ""We have a +bipartisan package of bills dealing with the issue."" +Among those are his measure to delay partial electric deregulation for large +businesses and a bill to speed up the process for siting temporary generating +plants. +Senate President Gene Derfler didn't reject the idea, but said the +Legislature doesn't have enough time in the current session to take on a job +like a utility purchase. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. " +"arnold-j/all_documents/606.","Message-ID: <28542290.1075857603706.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 01:29:00 -0700 (PDT) +From: ann.schmidt@enron.com +Subject: Enron Mentions - 05/14/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ann M Schmidt +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Saudis Set to Select Firms for Gas Projects +The Wall Street Journal, 05/14/01 + +Cheney task force seeks input from interest groups +Associated Press Newswires, 05/14/01 + +COMPANIES & FINANCE UK: Independents drill deep to strike rich seams: A new +generation of smaller oil companies is emerging; a group that has discovered +how to be competitive, writes David Buchan: Financial Times; May 14, 2001 + +Bush energy team covers all the bases +Chicago Tribune, 05/14/01 + +QATAR: UAE's Dolphin may seek new partners if Enron exits. +Reuters English News Service, 05/14/01 + +UAE: UPDATE 1-Saudi expected to name gas race winners on Tuesday. +Reuters English News Service, 05/14/01 + +Saudi Oil Council To Meet Tue On Gas Projects -Sources +Dow Jones Energy Service, 05/14/01 + +RFID chip will help speed up business +The New Straits Times, 05/14/01 + +India: Godbole panel report may suggest MSEB bifurcation +Business Line, 05/14/01 + +Tertiary will be primary +Business Standard, 05/14/01 +Acegas shares, potential for growth (Acegas, le potenzialita di crescita del +titolo) +La Repubblica, 05/14/01 +Roundabout to the Oval Office +The Washington Post, 05/14/01 +Largest LNG 13 Conference Opens Today +Korea Times, 05/14/01 + + + +International +Saudis Set to Select Firms for Gas Projects +By Bhushan Bahree +Staff Reporter of The Wall Street Journal + +05/14/2001 +The Wall Street Journal +A16 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -- After more than two years of talks, Saudi Arabia is about to +announce its choice of international oil companies for three huge natural-gas +projects that will mark a reopening of the kingdom's energy sector to Western +investment, a quarter century after it was nationalized. +But the announcement, and the signing of memorandums of understanding early +next month, will mark only the beginning of serious negotiations on terms for +the three ventures, which together will need investment of some $25 billion. +It will be months before final agreements are signed. +""We expect to have an agreement -- a final agreement -- signed somewhere at +the end of the year, or, hopefully, the first quarter of next year,"" said +Saudi Oil Minister Ali Naimi in an interview last week. +Saudi Arabia's 11-member Supreme Petroleum Council is expected to meet today +to endorse the companies recommended by a ministerial committee led by +Foreign Minister Prince Saud al-Faisal. In the following week, Saudi Arabia +is expected to communicate its decision to the oil companies from both sides +of the Atlantic that have been vying for a role in the three projects. By the +end of the month, the chosen consortium members and Saudi officials are +expected to agree on which three companies will lead the projects. This will +be a prestigious role in a country that is the world's largest oil exporter, +has more than a quarter of the world's oil reserves and has the fifth-largest +reserves of natural gas. +As with any negotiations for such huge projects, industry rumors abound. All +three so-called oil supermajors -- Exxon Mobil Corp., Royal Dutch/Shell Group +and BP PLC -- have been mentioned as project leaders, particularly for the +plum Ghawar project, named after the world's largest onshore oil field, whose +environs are expected to yield large volumes of gas. The Ghawar project, +known as Core Venture 1, is projected to require about $15 billion in +investment. Core Venture 2 is on the Red Sea coast. The third project is in +Shaybah, a recently developed oil field in the kingdom's Empty Quarter, a +southeastern region bordering the United Arab Emirates. +The companies say they have no idea who will be named to the consortia, or +who the Saudis will choose from a short list of 11 companies -- Exxon Mobil, +Shell, BP, Chevron Corp., TotalFinaElf SA, ENI SpA, Enron Corp., Occidental +Petroleum Corp., Marathon Oil Canada Inc., Conoco Inc. and Phillips Petroleum +Corp. -- to lead each project. But they all have their hopes. +""We would be very disappointed if we are not the lead operator"" for the +Shaybah project, said Archie Dunham, Conoco's chairman and chief executive. +Since Saudi Crown Prince Abdullah invited major oil companies to return to +the kingdom in October 1998, negotiations have focused on such broad issues +as the scope of the projects and their integrated nature -- from exploration +and production of gas to the making of petrochemicals and electricity -- as +well as the notion that the companies will need adequate returns on their +investment. +Soon, the project leaders will have to start the bargaining on such issues as +the roles to be played by national champions Aramco and petrochemicals +company Saudi Basic Industries Corp. +--- +Alexei Barrionuevo in Houston contributed to this article. +--- Population Pressure + +Saudi Arabia is opening up its energy sector, in a bid to bolster the +economy as population grows + +-- Population +21.3 million (growing over 3.5% per year) + +-- Unemployment rate* +27%-35% of males + +-- Real GDP Growth Rate +7.6% + +-- Oil Production +9.3 million barrels per day + +-- Natural-Gas Reserves +204.5 trillion cubic feet + +-- Natural-Gas Production/Consumption +1.68 trillion cubic feet + +*Unofficial estimate for 1999 + +Note: Figures are estimates for 2000 except natural-gas production, +which is for 1999 + +Source: U.S. Energy Information Administration + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +Cheney task force seeks input from interest groups +By SHARON THEIMER +Associated Press Writer + +05/14/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +WASHINGTON (AP) - The White House team developing a national energy plan has +met with more than 130 interest groups, from environmentalists and unions +often at odds with Republicans to major Bush supporters given private +sessions with Vice President Dick Cheney. +The vice president, Cabinet secretaries and others on a special task force +have solicited ideas behind closed doors, hoping the privacy would encourage +a free exchange of ideas. +The White House has declined to provide names of participants - even to +Congress. +But interviews with participants detail a massive outreach where diverse +interests have met with task force executive director Andrew Lundquist. +Cheney's time has been reserved for meetings with more select participants +such as power wholesaler Enron Corp. and the Edison Electric Institute, both +GOP donors. +Houston-based Enron is the world's top buyer and seller of natural gas and +electricity. +""The way the task force is set up, they don't have the staff or time to have +a huge host of companies come through the door. They have told us to work +through our associations to the extent we can,"" said Don Duncan, vice +president of government relations for Phillips Petroleum Co. +Participants said the meetings, typically 20 minutes to 45 minutes, included +about a dozen to 100 interest group members and a few task force members and +staff. +No details were disclosed. Instead, administration representatives summarized +the nation's energy problems or listened as groups briefly offered background +and proposals. Many sent detailed materials to the task force outlining their +priorities. +At a half-hour meeting in late March with White House strategist Karl Rove +and Bush economic adviser Larry Lindsey, nuclear energy executives tried to +make sure the two knew about the production records the industry has set over +the past few years. At one point, Rove asked if anyone was looking to build a +nuclear power plant. An executive with Exelon replied that his company was +thinking about it, meeting participants said. +Energy Secretary Spencer Abraham has attended several meetings, including one +with Teamsters President James Hoffa and an hourlong session in California +with Democratic Gov. Gray Davis, who contends the administration has done +little to help the power-strapped state. +Like other governors, Davis was asked to provide one page on the state's +power crisis, including a description of the problem, an anecdote about it +and possible solutions. +""They're asking for a one-page memo on possibly the biggest crisis ever +affecting the state, with a massive ripple effect for the nation,"" Davis +spokesman Steve Maviglio said. ""I think it demands more attention than a +one-page memo."" +Cheney spokeswoman Juleanna Glover Weiss said the task force has been +studying the California problem almost daily. +At a meeting between Abraham and about 100 coal industry representatives in +late April, task force staffers handed out a briefing packet that outlined +national energy needs, and then they listened to industry proposals. +""I thought the purpose was one, to reassure people in the coal industry that +coal was going to play a large role in the energy mix, and essentially when +the plan is unveiled that they're going to be looking to people to help +martial this through Congress,"" said Bill Banig, a lobbyist for the United +Mineworkers Union. +White House officials said the meetings are not designed to encourage +lobbying and that task force members were carefully instructed on what was +permissible under federal law. +Cheney's meetings included Enron, Edison Electric Institute, California +Republicans, and the senators from Nevada, home to the proposed Yucca +Mountain federal nuclear waste site. The vice president plans to meet with +the renewable-energy industry this week. +Enron ranked among Bush's top 10 presidential campaign contributors, giving +more than $110,000, and helped sponsor a $7 million party fund-raiser last +month. +The Edison Electric Institute gave Republican candidates more than two-thirds +of its $193,000 in contributions last year. Edison International, whose +holdings include the Southern California Edison electric utility, is also a +major donor, giving $535,000 to Republicans last year and $330,000 to +Democrats. +Enron spokesman Mark Palmer said Cheney met with Enron executives because the +power wholesaler is a respected member of the industry, not because it was a +contributor. Enron wants the administration's energy plan to ease electricity +transmission bottlenecks, give companies incentives to invest in new +transmission and make the wholesale power market as open as possible, he +said. +Tom Kuhn, the institute's president, said it is ""totally ludicrous"" to think +political donations played a role. +Cheney's meeting with Edison board members, held at the institute's +invitation, lasted 15 minutes to 20 minutes. Cheney spoke about the task +force process, Kuhn said. He said Cheney's remarks were consistent with the +vice president's public statements. +Edison wants to see new generation and transmission systems built, including +coal, natural gas and nuclear and hydroelectric power, Kuhn said. +Democrats in Congress sought a list of participants in the meetings, but +Cheney's office responded by only listing broad categories and no names. That +has left fodder for political attack. +""You can't just take advice from one interest group or set of interest groups +when you do these things,"" said Dave Albersworth of the Wilderness Society, +whose group has met with Lundquist but was denied its request to talk with +Cheney. +Weiss countered that the energy task force has collected information from +more than 130 groups since January in an ""almost Herculean effort"" to draw +input from all sides. +""People deserve the right to petition their government and not expect a full +laundry list of who's called to be announced,"" she said. +Enron spokesman Palmer said he is not seeking such privacy. ""I'm happy to +tell people what we're advocating for. I'd rather be talking about policy +than about politics,"" he said. +--- +On the Net: +White House Energy Task Force: +http://www.whitehouse.gov/news/usbudget/blueprint/bud10.html + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + + + + + + COMPANIES & FINANCE UK: Independents drill deep to strike rich seams: A new +generation of smaller oil companies is emerging; a group that has discovered +how to be competitive, writes David Buchan: Financial Times; May 14, 2001 +By DAVID BUCHAN + + The UK's listed small oil companies may have dwindled in number. But they can +rightly say, echoing Mark Twain's words, that reports of their collective +demise are exaggerated. + Indeed, many in the UK-based exploration and production companies, dubbed +""independents"" in the sense of being untied to any refining and marketing, +believe they have more of a role than when their kind first started operating +in the North Sea 30 years ago. + After the takeovers in recent years of Lasmo, Monument and British Borneo, +there may only be about a dozen significant UK-based ""independents"" left. Yet +they amount to virtually the entire European E&P sector: the only significant +exception being Lundin Oil of Sweden. + Many of the UK independents began life as local partners of US companies in +the 1970s when the Labour government of the period gave preference to +consortia with a local flavour. + But this rationale disappeared when the Thatcher government took a more +free-for-all approach to letting anyone develop the North Sea - though at the +same time it did create the biggest UK independent by floating off British +Gas' oil interests as Enterprise Oil. Enterprise is the only UK independent +that is more than a niche or regional player. As such its E&P assets would be +a significant addition to an oil major, hence the persistently rumoured +interest in taking it over. + As the North Sea became more competitive and difficult, some of the UK-based +independents began to look elsewhere. ""Unlike US independents which have +always tended to be less interested in drilling outside North America, those +in the UK have always tended to be more sympathetic to exotic parts of the +world"", says Mark Redway of Teather and Greenwood. + Unfortunately, the obvious exotic new province that happened to open up in +the early 1990s was the former Soviet Union. One company, Ramco Energy, +dipped in and out very successfully, recently selling its 2 per cent stake in +the Azerbaijan International Oil Consortium for Dollars 150m (Pounds 104.8m). + Other UK independents - Aminex, Soco and Dana Petroleum - ventured into +Russia and got stuck. While Aminex finds it hard to downplay Russia (because +it has little elsewhere), Soco these days stresses its Mongolia and Vietnam +operations. Another UK independent, JKX Oil & Gas, went into Ukraine, a +country notorious for non-payment of energy bills. With diplomatic help from +Tony Blair, the prime minister, JKX has just survived a legal attempt to rob +it of its Ukraine assets. + Two other independents have sunk more fruitful roots in Asia. ""Cairn Energy +now has as big a stake in Bangladesh's gas production as Shell, and it would +be left, if Enron (the US energy company) were to quit India, as the biggest +foreign player in India,"" says Iain Reid of UBS Warburg. Premier Oil is now a +substantial Asian gas company, with production in Burma, Indonesia and +Pakistan and long term contracts in Thailand and Singapore. + But there are risks in these Asian ties. The obvious political one concerns +Burma. Last year the UK government asked Premier to quit Burma because its +presence was helping the military regime. Premier refused, and said it would +carry on. + The other risk, according to Mr Redway, is economic and it applies also to +Cairn. Because there is no real world market for gas, Cairn and Premier are +""very dependent on the strength of the local economies"". But then, Mr Redway +is an analyst who believes that independents' competitive edge lies in +exploration rather than production. He therefore rates Fusion Oil & Gas +highly as ""the purest exploration investment opportunity in the E&P sector"". + Dana similarly vaunts its exploration expertise, but to a different end. Its +goal, according to Tom Cross, chief executive, is to find oil and then swap +exploration for production assets. ""This avoids the expensive development +stage of building platforms and pipelines and so on"". Then at the other end +of the spectrum are production-focused companies, such as Paladin, Tullow Oil +or Venture Production. Roy Franklin, Paladin's chief executive, makes no +bones about his company's scavenger strategy, spotting rich pickings +overlooked by the majors. + The majors are not always ready to sell, particularly recently when the oil +price rise has widened the gap in price expectations between buyers and +sellers. + But Paladin was last year able to buy PetroCanada's assets in Norway, and is +this year interested in bidding for some of what the Norwegian state is +selling off. + As its name suggests, Venture Production, a private Aberdeen-based company +with North Sea and Trinidad operations, is focused on extraction, not +exploration. And so are other private companies such as Intrepid, Consort +Energy and Highland Energy, formed in the past three or four years. This new +generation of company tends to be more cautious than the older one. +""Exploration has probably been the best way to destroy shareholder value,"" +says one executive. + The other risk the new oilmen want to avoid is the vagaries of the stock +market. ""By focusing on production, the new companies are more predictable in +terms of cash flow and earnings,"" says Mike Wagstaff, Venture's finance +director. + Copyright: The Financial Times Limited + + + + + + +News +Bush energy team covers all the bases +Sharon Theimer, Associated Press + +05/14/2001 +Chicago Tribune +North Sports Final ; N +13 +(Copyright 2001 by the Chicago Tribune) + +The White House team developing a national energy plan has met with more than +130 interest groups, from environmentalists and unions often at odds with +Republicans to major Bush supporters. +Vice President Dick Cheney, Cabinet secretaries and others have solicited +ideas behind closed doors, hoping the privacy would encourage a free exchange +of ideas. +The White House has declined to provide names of participants even to +Congress. +But interviews with participants detail an outreach program where diverse +interests have met with task force executive director Andrew Lundquist. +Cheney's time has been reserved for meetings with more select participants +such as power wholesaler Enron Corp. and the Edison Electric Institute, both +GOP donors. +""The way the task force is set up, they don't have the staff or time to have +a huge host of companies come through the door. They have told us to work +through our associations to the extent we can,"" said Don Duncan, vice +president of government relations for Phillips Petroleum Co. +Participants said the meetings, typically 20 minutes to 45 minutes, included +a dozen to 100 interest group members and a few task force members and staff. +No details were disclosed. Instead, administration representatives summarized +the nation's energy problems or listened as groups briefly offered background +and proposals. Many sent detailed materials to the task force outlining +priorities. +Energy Secretary Spencer Abraham has attended several meetings, including one +with Teamsters President James Hoffa and an hourlong session in California +with Democratic Gov. Gray Davis, who contends the administration has done +little to help the power-strapped state. +Like other governors, Davis was asked to provide one page on the state's +power crisis, including a description of the problem, an anecdote about it +and possible solutions. +""They're asking for a one-page memo on possibly the biggest crisis ever +affecting the state, with a massive ripple effect for the nation,"" Davis +spokesman Steve Maviglio said. ""I think it demands more attention than a +one-page memo."" +Cheney spokeswoman Juleanna Glover Weiss said the task force has been +studying the California problem almost daily. +At a meeting between Abraham and 100 coal industry representatives in late +April, task force staffers handed out a briefing packet that outlined +national energy needs, and then they listened to industry proposals. +""I thought the purpose was one, to reassure people in the coal industry that +coal was going to play a large role in the energy mix, and essentially when +the plan is unveiled that they're going to be looking to people to help +marshal this through Congress,"" said Bill Banig, a lobbyist for the United +Mineworkers Union. +White House officials said the meetings are not designed to encourage +lobbying. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + + +QATAR: UAE's Dolphin may seek new partners if Enron exits. +By Kedar Sharma + +05/14/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +DOHA, May 14 (Reuters) - Dolphin Energy Ltd (DEL) may invite new foreign +investors to join its project to route Qatari gas to the United Arab Emirates +as U.S. Enron Corp looks set to bow out, industry sources said on Monday. +""New partners are a possibility,"" Khaldoun al-Mubarak, project manager for +DEL, majority owned by the UAE's Offsets Group (UOG), told Reuters. +""But at the moment we are in the midst of finalising the formal (development +and production sharing) agreement with Qatar which should be done by +September at the latest."" +Qatar and DEL in March signed a ""commercial term sheet agreement"" which +outlined the conditions of the upstream agreement for the long-awaited $3.5 +billion project. +UOG currently owns 51 percent of DEL, with the remainder held equally by +France's TotalFinaElf and Enron. +""Enron is going through major global restructuring,"" Mubarak said. ""(But) +they haven't officially notified us about their intention to pull out."" +Enron officials declined comment. +Mubarak said interest in DEL was running high. +""Everyone is asking for a stake,"" he said. +The gas deal would entitle DEL to develop a tract of Qatar's giant North +Field and produce up to two billion cubic feet per day (cfd) of gas. +UOG is to invest $2 billion in developing the North Field tract, drilling and +setting up production facilities. +The remaining $1.5 billion would be invested to lay a pipeline and set up +receiving terminals at Dubai's Jebel Ali and Taweelah in Abu Dhabi. +First gas is targeted to reach the UAE capital Abu Dhabi by late 2004 or +early 2005. About one billion to 1.5 billion cfd of Qatari gas would be +consumed by utilities in Abu Dhabi with the remainder supplied to Dubai. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +UAE: UPDATE 1-Saudi expected to name gas race winners on Tuesday. +By Peg Mackey + +05/14/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +DUBAI, May 14 (Reuters) - Saudi Arabia's Supreme Petroleum Council (SPC) is +expected to meet on Tuesday and announce the oil majors chosen for its +multi-billion dollar gas investment opening, industry sources familiar with +the negotiations said on Monday. +The sources said the SPC is expected to name ExxonMobil and Royal Dutch/Shell +as lead players in three so-called core projects involving the kingdom's +upstream gas sector - off-limits to foreign oil firms since nationalisation +in 1975. +Signing of memoranda of understanding (MOUs) would most probably take place +in early June, the sources said. +The anticipated announcement would mark the biggest advance in the kingdom's +gas initiative, valued at an initial $25 billion, since Riyadh unveiled its +energy investment opening over two years ago. +But the hard work has yet to start on the opening of Saudi Arabia's gas +sector, the world's fourth biggest. ""The fiscal regime and regulatory details +have not been developed,"" said one source. +FINAL CUT +Riyadh is expected to trim back its original shortlist of 11 potential +foreign investors revealed last summer. Those companies had been grouped +under three core venture consortia - South Ghawar, Red Sea and Shaybah. +For ExxonMobil and Royal Dutch/Shell, securing the lead role in Saudi +Arabia's core ventures would entitle them to operate the package and get the +biggest slice of the projects, analysts said. +Other industry sources said ExxonMobil, the world's biggest energy company, +was tipped for the top slot in core venture 1 (South Ghawar) as well as in +core venture 2 (Red Sea). +Royal Dutch/Shell was in pole position for core venture 3 (Shaybah), the +sources added. +Both oil supermajors already have significant foreign investment in the +kingdom and feature as top customers of Saudi oil, the analysts said. +ENERGY DRIVERS +An urgent need to create jobs and grow the economy are driving Saudi Arabia's +landmark energy opening. +And analysts said big oil companies were prepared to help the kingdom achieve +those aims even if the return on their investment was relatively low. +""Major oil companies just cannot miss this opportunity,"" a source said. ""The +gas projects will show profits."" +But just how much revenue oil companies will generate by selling water and +electricity in the Saudi domestic market remains to be seen. +On paper, at least, the kingdom's domestic gas sector looks set for +impressive growth. +Domestic gas demand, now running at about 3.4 billion cubic feet per day, is +forecast to grow at more than seven percent a year over the coming decade. +Saudi Arabia has meanwhile made clear that its prized oil sector, the world's +biggest, remains off limits. +Even so, oil companies still hold out hope for eventual involvement in oil, +the kingdom's lifeblood. +""The companies are just as happy with gas, but oil remains the ultimate +objective,"" a regional analyst said. +""Saudi Aramco is still putting up strong defence barriers, but eventually +they could open up the oil sector once they feel comfortable working with the +majors."" +The Saudi gas initiative seeks foreign oil companies' help in developing the +kingdom's known gas reserves as well as investment in downstream projects fed +by gas supplies, such as power and desalination. +The following companies have been shortlisted for the gas projects: +Core venture 1 (South Ghawar Area) - ExxonMobil, Royal Dutch/Shell, BP , +TotalFinaElf , Chevron and ENI . +Core venture 2 (Red Sea Area) - TotalFinaElf, ExxonMobil, Marathon , Enron +/Oxy , Conoco , Royal Dutch/Shell. +Core venture 3 (Shaybah Area) - Royal Dutch/Shell, ExxonMobil, Marathon, +Conoco, TotalFinaElf, Phillips and Enron/Oxy. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Saudi Oil Council To Meet Tue On Gas Projects -Sources + +05/14/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +DUBAI -(Dow Jones)- International oil companies vying for a stake in Saudi +Arabia's downstream gas projects, expect to be notified soon on whether they +have been selected to participate, industry sources in the kingdom said +Monday. +Saudi Arabia's Supreme Petroleum Council is set to meet Tuesday and shortly +after, announce its final selection for each of the three core ventures on +offer, the sources said. +The Saudi Arabian committee negotiating with international oil companies on +the Gas Initiative, submitted its proposals for consortium members and +leaders to the country's Ministerial Council in April. These were then passed +on to the SPC for final approval. +Saudi Arabia's Crown Prince Abdullah, who heads the SPC, is in Bahrain Monday +attending a Gulf Cooperation Council leaders' summit along with Saudi +Arabia's foreign minister, Saud Al Faisal, who heads the gas negotiating +committee. +Saudi Arabia invited international oil companies in October 1998 to +participate in proposals for downstream gas projects and upstream gas +enhancement. +After a series of meetings between the negotiating committee and IOC's in the +past year, the following companies were shortlisted for each project. +Royal Dutch/Shell Group (RD), BP PLC (BP), Exxon Mobil Corp. (XOM), Chevron +Corp. (CHV), Total Fina Elf S.A. (TOT) and ENI SpA (E) for Core Venture 1, +the $15 billion South Ghawar Area Development. +For Core Venture 2, the Red Sea Development, Enron Corp. (ENE) and Occidental +Petroleum Corp. (OXY) are bidding jointly and Exxon Mobil, Total Fina Elf, +Marathon Oil Canada Inc. (T.M), Shell and Conoco Inc. (COCA) were listed. +And for Core Venture 3, the Shaybah area, Total Fina Elf, Conoco, Phillips +Petroleum (P), Enron and Occidental, Exxon Mobil, Shell and Marathon Oil were +listed. + +With all those shortlisted expected to play some role, the immediate and +essential question for each of the IOC's is whether they will be selected to +lead and operate a project, with Core Venture 1 the most sought after, +industry sources said. +Exxon Mobil and Shell have been tipped as frontrunners for this venture. +The operator's role will be more crucial than ever here as it will be +responsible for directing further negotiations on the projects at hand which +will lead to final deals probably by year end. +Also, operators are expected to decide and direct how the project's +individual and large components will be developed, details the Saudis haven't +finalized, sources said. +The three ventures have been estimated at a combined value of about $25 +billion. +-By Dyala Sabbagh, Dow Jones Newswires; 9714-331-4260; +dyala.sabbagh@dowjones.com + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Business +RFID chip will help speed up business + +05/14/2001 +The New Straits Times +Main/Lifestyle; 2* +26 +(Copyright 2001) + +THE combination of recently developed ""stick-on"" Radio Frequency +Identification (RFID) chip technology with a global positioning system (GSP) +will transform and quicken the pace of doing business in the oil and gas +industry. +And Malaysia must adapt to this shift to maintain her global positioning. +Global management and technology consultant Global Energy Strategy Practice +which is working in partnership with Accenture Sdn Bhd wants to promote this +idea locally. +Global Energy Strategy Practice partner Paul Spence said that applying this +latest combined technology, car owners can fill up a petrol tank without +resorting to human contact or to the use of a credit card. +Relevant personal data embedded in the RFID chip would be machine read and +the required quantity of petrol delivered, as if right out of a science +fiction movie. +This surreal development is made possible through the application of +ubiquitous-commerce (u-commerce) whereby computers and machines communicate +with each other to affect an impression of an omnipresent intelligence. +Such technology is economically available today. ""There are technology +suppliers who are offering these capabilities."" +The technology also has applications outside the oil and gas industry. +Communications between machines can now allow or deny access of individuals +to restricted zones. +In an interview in Petaling Jaya recently, Spence said: ""A lot of my clients +now are asking, whether that same technology can be used to restrict access +into hazardous areas, plants or production sites. +""Can a warning alarm be fitted to the individual or to an assistant? There +are lots of safety, health and environment applications around that."" +""Guru in the field"" is another potential application where a combination of +RFID chips, video cameras, personal digital assistants (PDA) and personal +computers can deliver distant technical advice on- site. +""An industry client operating in the North Sea oil fields has a prototype +mounted on a workman's helmet which sends snap-shots to experts on the other +side of the world. +""The effect of this new combined technology on global financial and commodity +markets is to lock them in tighter correlation. +""The days of being able to arbitrage for profits between geographical markets +are shortening within the energy industry. Enron which is the biggest oil +trader in the US is now hedging on weather derivatives."" +Accenture partner Lim Beng Choon said that to compete globally, the oil and +gas industry in Malaysia would have to implement this new technology to +remain connected to global markets. + +Caption: Lim ... connected. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +India: Godbole panel report may suggest MSEB bifurcation + +05/14/2001 +Business Line (The Hindu) +Copyright (C) 2001 Kasturi & Sons Ltd (KSL); Source: World Reporter (TM) - +Asia Intelligence Wire + +MUMBAI, May 13. THE second part of the Dr Madhav Godbole committee report is +expected to be submitted to the State Government on May 15. +While the first part of the report recommended renegotiation of the power +purchase agreement with Enron's Dabhol Power Company, the second part is +expected to suggest bifurcation of the Maharashtra State Electricity Board, +sources said. The committee, which has been given the mandate to negotiate +with Enron officials to make DPC power more acceptable, had a marathon +meeting on May 11 to finalise the second half of the report. +""The committee has been considering the bifurcation of MSEB,"" a source said. +""The idea is to try and separate the distribution from generation and +transmission."" While generation and transmission can be controlled by the +State, there may be a suggestion to privatise the distribution arm. Over 1.5 +lakh MSEB employees had gone on a strike to oppose a Bill to unbundle the +board into three divisions - generation, transmission and distribution - due +to fear of privatisation. +MSEB, the State's leading power company, has been facing huge losses due to +delay in payments and theft of power. The second part of the report is +expected to address the problem in detail. +Part one of the report submitted on April 10 had said: ""...none of the +solutions espoused for independent power producers, in general, and DPC, in +particular, is tenable without the reforms of MSEB, especially its +distribution business, which it shall address in part II of the report."" +The report is expected to ""suggest appropriate measures to ensure that the +interests of the State, MSEB and electricity consumers of the State of +Maharashtra are properly and adequately considered, evaluated and +safeguarded,"" according to the terms of reference laid down when forming the +committee. +The committee originally consisted of Dr Madhav Godbole, Mr Deepak Parekh, Dr +E.A.S. Sarma, Dr Rajendra Pachauri and the State Energy Secretary, Mr Vinay +Mohan Lal. The MSEB Chairman, Mr Vinay Bansal, has been inducted as part of +the panel after the submission of the first part and before the beginning of +negotiations with Enron. +Archana Chaudhary + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +The Smart Investor +Tertiary will be primary +Indira Vergis + +05/14/2001 +Business Standard +2 +Copyright (c) Business Standard + +These are volatile times for world business. There are increasing jitters +that a slowing US economy could dampen prospects for the global economies. +Many developing regions, especially in Asia, are bracing themselves for a +bout of slightly lower growth. +But two countries, India and China which together account for about half the +region's gross domestic product (GDP_ will still continue to see their GDP +grow at six per cent, forecasts the Asian Development Bank. +Many Indian economists agree with ADB's projections. In fact, they view the +prediction of a six per cent growth in India's GDP as benign. Nearly 54 per +cent of India's GDP is delivered by its services sector and a modest +performance by this sector, some economists say, will be enough to hold up +the GDP at six per cent. There are others who hope that better agricultural +performance could prompt the economy to hand in a better scorecard. +However, the Indian industry remains trapped in the doldrums, suffering from +a lack of consumer confidence and investments. Very few economists expect to +see signs of recovery sprouting any time soon. +An interest rate cut is considered vital by many to energise the sector. And, +they argue, there are certain economic indicators that encourage such a move. +Inflation is running at very low levels and the nation's foreign exchange +reserves are currently high enough to provide a strong defence to the Indian +currency. Surprisingly, our trade balance, which threatened to spiral out of +control by surging oil prices last year, has been contained. Since then, oil +prices have retreated and are expected to remain subdued. While a rate cut +may go some way in reviving sentiment and activity in the industrial sector, +stirring up consumer demand will still hinge on a normal monsoon. +Rain, rain, come again +For many economists, the prediction of India clinging to its current GDP +level is heavily contingent on a normal spell of monsoon this year. +""According to our assessment, we believe the Indian economy will grow by +around 6.5 per cent this fiscal year,"" says Chetan Ahya, vice president at J +M Morgan Stanley Securities. +In 2000-01, agricultural growth withered under a poor monsoon and a +subsequent drought in many parts of the country. For the second year in a +row, growth in the sector sank below one per cent. It stood at 0.9 per cent +compared with 0.7 per cent the previous year. While agriculture accounts for +only 24 per cent of GDP, it remains the most keenly-watched sector by +economists. ""The performance of the agricultural sector is important because +of its linkages to the economy both on the supply side and on the consumption +side,"" says Mohan Nagarajan, chief economist at Credit Analysis and Research +Ltd (CARE). ""It would lead to a better performance of agro-based industries,"" +he adds. +More significantly, roughly 60 per cent of Indians still depend on +agriculture for their livelihood. ""A good crop means that demand for +everything, from everyday use goods like toothpaste to larger items like +tractors will pick up,"" says Nagarajan. Economists are hoping that a good +monsoon will budge growth in the sector to around 1.5 to 2.5 per cent. +In service of the economy +Another key sector economists will be watching out for will be services. +India's services sector ranging from finance, insurance, hospitality to +transportation and communication slowed its pace in 2000-01. With growth +weakening by a whole per cent to 8.4 in 2000-01, sluggishness in this +important sector has been blamed for dragging down the overall GDP. Most +economists expect the sector to post either relatively flat growth or edge +slightly higher this year. But, it's performance will be vital to ensure that +overall GDP holds at six per cent. ""Even if the agriculture and industry +numbers fall again but services sees even seven to eight per cent growth, it +will be enough to keep the GDP around six per cent,"" says Nagarajan. +Construction activity a services component that includes housing, roads and +other infrastructure projects demonstrated surprisingly good growth of 8.7 +per cent and is expected to maintain the pace. Road construction is tipped to +show increasing levels of activity as work on the ambitious highway linking +Mumbai, Delhi, Chennai and Calcutta intensifies. +Chiming in will be the housing industry, benefiting in recent years from tax +reliefs and attractive financing schemes, and which have encouraged more +people to buy houses. +Another segment slated to witness good growth will be IT-enabled services, +says Morgan Stanley's Ahya. ""We are emerging as the services workshop of the +world,"" he says. IT-enabled services like call centres and data processing, +though currently generating tiny revenues, are slated to turn into big money +spinners in the years ahead. +The telecommunications industry will also see improving levels of investment. +""The penetration of services is so low, that it has an intrinsic high growth +rate,"" says Ahya. For a taste of the market, consider this: out of the 100 +Indians, only one uses the Internet and less than three own a telephone. +A good home show +And there could be a pleasant surprise in store for industry amid all the +gloom over its performance. +Adequate liquidity conditions are spurring expectations of a cut in interest +rates. Broad money(M3) a gauge of total money available in the economy +increased 16.2 per cent in 2000-01 against 14.6 per cent last year. +While the Reserve Bank of India had cut the bank rate in March, the belief is +that a further cut of 50 basis points is imminent. The bank rate the rate at +which the central bank lends to commercial banks currently stands at seven +per cent. Aiding the cause is the inflation data which shows the wholesale +price index at a tame 5.84 per cent. With economists betting that oil prices +will remain in the $24-28 a barrel range, inflation is not expected to +exhibit the oil price-inspired gyrations of last year. A cut could coax the +industry to step up activity, though admittedly, much would still depend on +rural demand. +Neighbours' envy +And while many Asian countries watch with increasing nervousness the impact +of an American downturn on their economies, India and China can afford to +remain relatively placid about global developments. That's because they are +less dependent on the US for their own economic health. That is expected to +shield them somewhat from being blown off-course like some other Asian +nations by the ill-wind of an American slump in demand. +With exports making up less than 10 per cent of India's GDP, its economy is +clearly not export-driven. In contrast, nearly 35 per cent of Indonesia's GDP +comes from exports, 57 per cent for Thailand, and 50 per cent for the +Philippines. +Yet, despite claiming only a small percentage of GDP, India's exports +remained a bright spot amid some gloomy economic data. Exports raced ahead 20 +per cent to $44.1 billion in 2000-01. It was the second consecutive year of +good exports growth. On the flip side, imports rose, too, during the same +period to Rs $49.1 billion. But non-oil imports, however, declined 15 per +cent to $34.2 billion. That helped narrow the trade gap to $5.74 billion from +$12.79 billion the previous year. +Still, India can ill-afford to ignore completely the risks of an American +slump in demand. The US is India's largest trading partner and, in 2000-01, a +quarter of its exports headed to that nation. Besides, by taking in nearly 70 +per cent of India's software exports, it is also India's most important +software exports destination. +Booming software exports accompanied by remittances by Indians living +overseas have been the primary factors exerting a calming influence on +India's balance of payments of position, especially in times of economic +turbulence. For example, last year, while a surging oil import bill +threatened to rattle the nation's trade gap, inflows from +invisibles(including income from software and Indians living abroad) came to +the rescue helping India limit its overall current account deficit. +It's a sobering realisation that has compelled the National Association of +Software and Service Companies(NASSCOM) to lower its exports forecast to +between $8.5 billion to $9 billion from its previous figure of $9.5 billion. +Earlier, it had also revised estimates for 2000-01 lower to $6.2 billion from +$6.3 billion. Still, observers say it isn't a cause for depression. +""They are still talking about growth. It is a decline in the growth rate and +not an actual downturn itself,"" points out John Band, chief executive +officer, ASK-Raymond James and Associates. And remittances look set to +maintain their pace as well. ""Most remittances are still from Indians who +live in the Middle East, and I don't see any slowdown from this segment,"" +says CARE's Nagarajan. Remittances totalled $9.8 billion in the nine months +to December 2000. Software exports brought in $4.6 billion during the same +period. +Foreign institutions support +Another recent 'feel-good' sign has been evident in the stock markets too. +Between January and April 2001, eigners poured in Rs 7,368 crore into India's +equity markets - a phenomenal 15 per cent more than what they invested in the +whole of calendar 2000. +Yet, experts aren't reading too much into it. In the past few months, +investors have been fleeing from a shower of profit warnings in the US and +seeking cover in alternative investments. As they rejuggle their portfolios, +some money will inevitably flow into India and other countries, experts say. +Because it isn't affected so much by what's happening externally, they see +India as some kind of a safe haven,"" says ASK's Band. +Yet some hesitation +Recently, gunning for more foreign direct investments (FDI), the government +opened more sectors for foreign and private participation, including +pharmaceuticals, hotels, banking and astonishingly, even defence. However, +tempting FDI has always been a vexing issue for India. +In 2000-01, FDI did improve slightly, moving 26 per cent higher than the +previous year to $2.4 billion. Yet, China a market India is frequently +compared with in terms of size and potential attracted 20 times more FDI in +the same period. Economists now shrug off FDI as a tool to kick-start +investment in the country. ""It's a pittance and it probably will remain +stagnant,"" says an economist at a foreign research house. +The reasons are not hard to find. Foreigners seeking to invest in India have +many fences to cross. Frequent changes in sector policies, chaotic +infrastructure facilities and nightmarish bureaucratic redtape have often +left foreigners tired and wary of doing business in India. +The stress of investing in India is most clearly visible in the recurring +concerns that have stubbornly dogged US energy giant Enron's 2,148 MW power +project in Dabhol in Maharashtra. After being forced to renegotiate a power +supply deal in 1995 after concluding it in 1992, Enron has hit the headlines +once again. +This time, an almost bankrupt state electricity board (SEB) refuses to pay +its dues for power received and the state government refuses to honour its +commitment to pay in case the SEB defaults.It's led to intense speculation +that, after suffering repeated snags for nearly a decade, Enron might simply +pull out of the project altogether. A disturbing turn of events, since, till +recently, Enron Corp was the biggest foreign investor in India. +It will not be the first time that exasperation will have egged on a foreign +investor to pull out of a project. Earlier, US-based Cogentrix Energy had +also walked out of its $1.5 billion 1,000 MW Mangalore power project citing +endless bureaucratic hurdles. +And there has also been some disappointment over India's much-hyped 300 +million middle class which was supposed to be growing rapidly. Many +international firms, inspired by this figure, had scrambled to set up +operations to conquer a huge chunk of this market. Now many are struggling to +break even and still learning to adapt to local tastes a key ingredient for +success. That's why despite all its attempts to open up various sectors, +India still remains a tough sell. +Outlook +With a little help from the rains, India could notch up a growth rate of six +per cent. Many economists have also pointed out that a reforms-studded budget +could also inject some enthusiasm in the patient that is the economy. Strong +measures include plans to reform labour laws and government employment. These +are expected to boost the economy's development, though in the long run. +The recent opening up of various sectors could also revive sentiment, +although whether this will translate into FDI flows is arguable. Still, every +bit helps. The fact remains that it will have to persist in trying to +accelerate the pace of growth if its ambitions of turning into an economic +powerhouse are to be realised. After all, for the second most populous nation +in the world with one of the biggest markets, its economic power is still +nowhere near the figure its size suggests. + +Acegas shares, potential for growth (Acegas, le potenzialita di crescita del +titolo) + +05/14/2001 +La Repubblica +41 +Copyright (C) 2001 Abstracted from La Repubblica in Italian; Source: World +Reporter (TM) + +Italian brokers Rasfin SIM have indicated the potential for growth in the +shares of Acegas, the former municipal utility of the Italian city of +Trieste. Acegas closed the first quarter of this year with turnover of L137bn +(+45 per cent). Results attributed in part to the start of production of +Estenergy, a consortium of the utilities of Udine, Trieste, Gorizia and Enron +of the US, which supplies energy and services to parts of Friuli. +Also significant, according to Rasfin, were investments over the period, +which totalled L43bn. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + +A Section +IN THE LOOP Al Kamen +Roundabout to the Oval Office +Al Kamen + +05/14/2001 +The Washington Post +FINAL +A19 +Copyright 2001, The Washington Post Co. All Rights Reserved + +Sometimes even Cabinet officers can lose their way in the White House. So +there was Health and Human Services Secretary Tommy G. Thompson, clearly lost +Friday at a fork in a corridor near White House spokesman Ari Fleischer's +office. +""How do you get to the Oval Office?"" he asked a group of reporters and was +directed to the right door, according to a wire report. +Fleischer, though, told reporters that was the wrong answer. +""How do you get to the Oval Office? First you win the Iowa caucus, then you +lose the New Hampshire primary, then you make a comeback in South Carolina,"" +he quipped as he recalled President Bush's early primary campaign last year. +Passport, Please +Meanwhile, folks at Thompson's HHS may be taking to calling him ""Tightwad +Tommy."" Seems a memo went out March 15 undermining Alaska and Hawaii's claims +to be part of the United States. +Employees ""must clear . . . international travel"" with the office of the +deputy chief of staff for operations, said the memo from the deputy chief, Ed +Sontag. To clarify, ""HHS employees seeking to travel outside the continental +U.S."" for meetings and conferences, must get permission and then file trip +reports within two weeks. +This sent officials calling around, asking whether trips to those states were +to go through the international travel approval system just as if they were +going to Russia or the Congo. +Apparently so. The edict would appear to include even the nearby Virgin +Islands and practically next-door Puerto Rico as well. Loop Fans can only +hope this outrage doesn't spread to other agencies. It would make for some +cold winters. +Chewing Out on the Bush Beat +Speaking of Fleischer, the usually affable spokesman is not reluctant to get +tough with reporters when he believes they've stepped out of line. +Sheriff Fleischer was on duty Thursday and upset with Houston Chronicle +reporter Bennett Roth. Bush that morning urged parents to talk more to their +kids about the dangers of drugs. +Roth, at Fleischer's daily briefing, asked: ""Ari, the president talked about +parental involvement today. How much has he talked to his own daughters about +both drugs and drinking? And given the fact that his own daughter was cited +for underage drinking, isn't that a sign that there's only so much effect +that a parent can have on their children's behavior?"" +Fleischer responded brusquely: ""No, I think, frankly, there are some issues +where I think it's very important for you all in the press corps to recognize +that he is the president of the United States; he's also a father. And the +press corps has been very respectful in the past of treating family matters +with privacy, and I'm certain that you're going to do so again. I hope so."" +Fleischer later called Roth to chastise him, telling him his question had +been ""noted in the building."" +Competing to Oversee the Corps +Former Mississippi representative Mike Parker, a Democrat-turned-Republican +who lost a gubernatorial bid a couple of years back, had been seen as the +pick to be assistant secretary of the Army for civil works, overseeing the +Army Corps of Engineers. +Parker, a former undertaker, had support from the barge industry, the various +corps constituencies and fellow Mississippian Trent Lott, the majority leader +of the Senate. +But the Pentagon's choice was Lawrence Izzo, recently retired president of +Enron Engineering and Construction Co. who has been in the mix for several +jobs. Izzo, a West Point grad, had 23 years at the Corps before going to +Enron, former home of Army secretary-designate Thomas White. +The majority leader was said to be most unhappy. The latest word is Parker's +getting the job. +Ex-Reporters Move On +Kenneth J. Klein, a former reporter who has worked for 17 years for Florida +Sen. Bob Graham (D), most recently as chief of staff, is joining the Outdoor +Advertising Association of America as executive vice president for government +relations. +Former Washington Post colleague Thomas W. Lippman, a 33-year national, +foreign and financial reporter and author who became vice president of +communications at the World Wildlife Fund in 1999, is moving next month to be +managing director at communications consulting firm Chlopak, Leonard, +Schechter & Associates. +Confirmation Countdown +Staff writer Michael Grunwald contributed to this report. + +http://www.washingtonpost.com + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Largest LNG 13 Conference Opens Today + +05/14/2001 +Korea Times +Copyright (C) 2001 Korea Times; Source: World Reporter (TM) + +The largest-ever International Conference and Exhibition on liquefied natural +gas (LNG 13) opens today for a four-day run at the Convention and Exhibition +Center (COEX) in southern Seoul. +A total of 125 companies and organizations represented by 2,500 delegates and +exhibitors from 50-odd countries, including Japan, the United States, Britain +and Australia, are participating in the international event, co- organized by +the Korea Gas Union and the Korea Gas Corp. (KOGAS). +Commerce, Industry and Energy Minister Chang Che-shik will be delivering +congratulatory remarks on behalf of Prime Minister Lee Han-dong who is +currently on an official trip to the Middle East. There will be a visual +presentation from Lee during the opening ceremony. +``We have spent more than a year preparing for this international event which +is the largest in terms of the number of participants and exhibitors,'' said +Lee Seung-hwan, chairman of the Korean National Organizing Committee. +LNG 13 is 15 percent larger than the conference and exhibition held in +Australia back in 1998 which reflects the growth of the industry, Lee +explained, adding that the demand for LNG has been increasing rapidly here in +Korea. +A wide range of topics will be presented during the four days of conferences +and exhibitions, helping to showcase the importance of the LNG industry. +Among the numerous papers to be presented at the triennial event are ``Old +World, New World, Tomorrow's World: How LNG Has Changed Since LNG 12'' and +``The Next Generation of LNG Plants.'' +``Hosting this meaningful event in Korea will help elevate Korea's image in +the international market, particularly with the sheer scale and size of LNG +13,'' said Kim Myung-kyu, president and CEO of KOGAS and chairman of the +Korea gas Union. +The conference will include paper sessions, workshops, poster sessions and +film presentations while exhibitors will demonstrate their exclusive +technologies for the exploration and production of LNG as well as plant +construction. +The official sponsors of LNG 13 are the International Gas Union, the Gas +Technology Institute and the International institute of Refrigeration while +the major sponsors are Shell Gas and Power, KOGAS, LG-Caltex, SK-Enron, the +Qatari Group, TotalFinaElf, British Petroleum and Exxon Mobile. +In addition to the conference and exhibition, there will be a technical visit +to the Inchon LNG Receiving Terminal in Inchon, about 50 kilometers west of +Seoul, on Friday. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. " +"arnold-j/all_documents/607.","Message-ID: <16110219.1075857603731.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 00:51:00 -0700 (PDT) +From: steve.lafontaine@bankofamerica.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Lafontaine, Steve"" +X-To: John.Arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think thats rite -think curve flattens somewhat.back end the overvalued +part for now. i think we more consolidate sideways choppy for a few sessions +but if the present rate of injections continue the end users/utilties will +have to stop buying cuz of real phys limitations to take the gas into +storage. funds short but only 6% of open int and have covered later part of +last week. + think vol comes in again too.i think it sale 4.50 scale up-talked to some +others to o thinking it cant go below 4.00 so i actually think more the +suprise in the short term for a break of 4.00!! so who knows/cud work the +other way. + agree-disappointed at lack of producer selling-we had one deal come thur +but its been worked for months so not price relevant. + when are you in town next? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 6:34 PM +To: LaFontaine, Steve +Subject: Re: + + + + + + + + + +most bullish thing at this point is moving closer to everyone's +psychological $4 price target and that everybody and their dog is still +short. next sellers need to be from producer community. saw a little this +week with williams hedging the barrett transaction but wouldnt say thats +indicative of the rest of the e&p community. short covering rallies will +get more common here. velocity of move down has slowed significantly for +good (except maybe in bid week). my concern is if we go to $4 and people +want to cover some shorts, who's selling it to them? might feel a lot like +it did when we were trying to break $5. + +" +"arnold-j/all_documents/608.","Message-ID: <13749818.1075857603753.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 00:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: msagel@home.com +Subject: Re: Natural gas update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Mark Sagel"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +mark: +what are your thoughts on crude and gasoline? + + + + +""Mark Sagel"" on 05/13/2001 09:23:02 PM +To: ""John Arnold"" +cc: +Subject: Natural gas update + + + +Latest natural report + - ng051301.doc + +" +"arnold-j/all_documents/609.","Message-ID: <3819100.1075857603775.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 01:31:00 -0700 (PDT) +From: articles-email@ms1.lga2.nytimes.com +To: john.arnold@enron.com +Subject: NYTimes.com Article: Energy Industry Raises Production at a Record + Pace +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: articles-email@ms1.lga2.nytimes.com +X-To: john.arnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +This article from NYTimes.com +has been sent to you by pkeavey@ect.enron.com. + + + +/-------------------- advertisement -----------------------\ + + +Looking for better IT solutions? + +Toshiba is uniting digital, mobile and network innovations +in a bold new vision of Information Technology for today +and tomorrow. Take a closer look at life in the new Digital Age. +And imagine how good IT can be. Visit Toshiba.com for more details. + +http://www.nytimes.com/ads/toshiba/index.html + + +\----------------------------------------------------------/ + +Energy Industry Raises Production at a Record Pace + + +By JOSEPH KAHN and JEFF GERTH + +The energy industry is drilling for natural gas, building gas +pipelines and constructing power plants at an unprecedented pace as +companies respond to high energy prices by significantly boosting +investment. + +http://www.nytimes.com/2001/05/13/politics/13ENER.html?ex=990843468&ei=1&en=ea +3f7def0d7bb148 + +/-----------------------------------------------------------------\ + + +Visit NYTimes.com for complete access to the +most authoritative news coverage on the Web, +updated throughout the day. + +Become a member today! It's free! + +http://www.nytimes.com?eta + + +\-----------------------------------------------------------------/ + +HOW TO ADVERTISE +--------------------------------- +For information on advertising in e-mail newsletters +or other creative advertising opportunities with The +New York Times on the Web, please contact Alyson +Racer at alyson@nytimes.com or visit our online media +kit at http://www.nytimes.com/adinfo + +For general information about NYTimes.com, write to +help@nytimes.com. + +Copyright 2001 The New York Times Company +" +"arnold-j/all_documents/61.","Message-ID: <15256425.1075849625483.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 03:36:00 -0800 (PST) +From: gary.waxman@enron.com +To: jennifer.stewart@enron.com +Subject: Re: Enron SAP Meeting +Cc: matt.harris@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: matt.harris@enron.com +X-From: Gary Waxman +X-To: Jennifer Stewart +X-cc: Matt Harris +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer - just wanted to give you a quick SAP update - we have some traction +still with them. We are going to provide them with a proposal for the +4-eurpoean cities mentioned during the last conference call. On the low-end +it is a $2.09M deal with the high-end (lower probability) could be $8M-plus. + +We hope to have firms numbers to them late next week. We also had a conf-call +with Commerce One that did not go well with respect to bandwidth, however we +are still going to pursue the reseller potential with them for next quarter. + + +------------------------------------------------------------- +Gary Waxman +Director, Enterprise Group +Enron Broadband Services +2100 SW River Parkway +Portland, OR 97201 +Mobile: 503-807-8923 +Desk: 503-886-0196 +Fax: 503-886-0441 +-------------------------------------------------------------" +"arnold-j/all_documents/610.","Message-ID: <31540533.1075857603796.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 00:21:00 -0700 (PDT) +From: capstone@texas.net +To: capstone@texas.net +Subject: Nat Gas market analysis for 5-14-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" +X-To: ""Capstone"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Attached please find the Natural Gas market analysis for today. +? +Thanks, +? +Bob McKinney + - 5-14-01 Nat Gas.doc" +"arnold-j/all_documents/611.","Message-ID: <8833459.1075857603818.JavaMail.evans@thyme> +Date: Mon, 14 May 2001 00:18:00 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts and matrices as hot links 5/14 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: SOblander@carrfut.com +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude41.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas41.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil41.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded41.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG41.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG41.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL41.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com" +"arnold-j/all_documents/612.","Message-ID: <19142778.1075857603839.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 15:23:00 -0700 (PDT) +From: msagel@home.com +To: jarnold@enron.com +Subject: Natural gas update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Mark Sagel"" +X-To: ""John Arnold"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Latest natural report + - ng051301.doc" +"arnold-j/all_documents/613.","Message-ID: <12784120.1075857603861.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: steve.lafontaine@bankofamerica.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: steve.lafontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's +psychological $4 price target and that everybody and their dog is still +short. next sellers need to be from producer community. saw a little this +week with williams hedging the barrett transaction but wouldnt say thats +indicative of the rest of the e&p community. short covering rallies will +get more common here. velocity of move down has slowed significantly for +good (except maybe in bid week). my concern is if we go to $4 and people +want to cover some shorts, who's selling it to them? might feel a lot like +it did when we were trying to break $5. + + + +" +"arnold-j/all_documents/614.","Message-ID: <13688661.1075857603882.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: stevelafontaine@bankofamerica.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: stevelafontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's +psychological $4 price target and that everybody and their dog is still +short. next sellers need to be from producer community. saw a little this +week with williams hedging the barrett transaction but wouldnt say thats +indicative of the rest of the e&p community. short covering rallies will +get more common here. velocity of move down has slowed significantly for +good (except maybe in bid week). my concern is if we go to $4 and people +want to cover some shorts, who's selling it to them? might feel a lot like +it did when we were trying to break $5. + + +" +"arnold-j/all_documents/615.","Message-ID: <16147620.1075857603905.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea + + + + +""Eva Pao"" on 05/13/2001 03:50:42 PM +Please respond to +To: +cc: +Subject: RE: waiting + + +nevermind. are you at work? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:42 PM +To: epao@mba2002.hbs.edu +Subject: RE: waiting + + + +huh? + + + + +""Eva Pao"" on 05/13/2001 03:32:22 PM + +Please respond to + +To: +cc: +Subject: RE: waiting + + +No english? i got the math. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:24 PM +To: epao@mba2002.hbs.edu +Subject: RE: waiting + + + + probability * +payout = +1 heads .5 0 = 0 + tails 2 heads .25 1 += .25 + tails 3 heads .125 2 += .25 + tails 4 heads .0625 4 += .25 + tails 5 heads .03125 8 += .25 + + + + +""Eva Pao"" on 05/13/2001 03:23:47 PM + +Please respond to + +To: +cc: +Subject: RE: waiting + + +which game is that? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:16 PM +To: epao@mba2002.hbs.edu +Subject: Re: waiting + + + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * +8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM + +Please respond to + +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/616.","Message-ID: <4810278.1075857603926.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 10:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: stevelafontaine@bankofamerica.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: stevelafontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's +psychological $4 price target and that everybody and their dog is still +short. next sellers need to be from producer community. saw a little this +week with williams hedging the barrett transaction but wouldnt say thats +indicative of the rest of the e&p community. short covering rallies will +get more common here. velocity of move down has slowed significantly for +good (except maybe in bid week). my concern is if we go to $4 and people +want to cover some shorts, who's selling it to them? might feel a lot like +it did when we were trying to break $5. +" +"arnold-j/all_documents/617.","Message-ID: <13719372.1075857603948.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +huh? + + + + +""Eva Pao"" on 05/13/2001 03:32:22 PM +Please respond to +To: +cc: +Subject: RE: waiting + + +No english? i got the math. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:24 PM +To: epao@mba2002.hbs.edu +Subject: RE: waiting + + + + probability * +payout = +1 heads .5 0 = 0 + tails 2 heads .25 1 += .25 + tails 3 heads .125 2 += .25 + tails 4 heads .0625 4 += .25 + tails 5 heads .03125 8 += .25 + + + + +""Eva Pao"" on 05/13/2001 03:23:47 PM + +Please respond to + +To: +cc: +Subject: RE: waiting + + +which game is that? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:16 PM +To: epao@mba2002.hbs.edu +Subject: Re: waiting + + + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * +8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM + +Please respond to + +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + + + + + + + +" +"arnold-j/all_documents/618.","Message-ID: <28985928.1075857603969.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: lafontaine@bankofamerica.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Steve LaFontaine@bankofamerica.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +most bullish thing at this point is moving closer to everyone's psychological +$4 price target and that everybody and their dog is still short. next +sellers need to be from producer community. saw a little this week with +williams hedging the barrett transaction but wouldnt say thats indicative of +the rest of the e&p community. short covering rallies will get more common +here. velocity of move down has slowed significantly for good (except maybe +in bid week). my concern is if we go to $4 and people want to cover some +shorts, who's selling it to them? might feel a lot like it did when we were +trying to break $5." +"arnold-j/all_documents/619.","Message-ID: <23249397.1075857603991.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Defense +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't make me type the math on the computer pooks + + + + +""Eva Pao"" on 05/13/2001 03:05:12 PM +Please respond to +To: +cc: +Subject: Defense + + +What's your defense for you bid 0 for the company? Why was the info +assymetry at 100%??? +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:54 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +have you taken any finance courses yet? what's good? + + +" +"arnold-j/all_documents/62.","Message-ID: <25332262.1075849625506.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 05:47:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: ron.howard@coair.com +Subject: Continental/Enron meeting rescheduled from December 11th to + December 12th from 1:30-3:00 PM in Enron Building 3321 +Cc: svaute@coair.com, jennifer.burns@enron.com, jennifer.medcalf@enron.com, + george.wasaff@enron.com, john.nowlan@enron.com, + jeffrey.shankman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: svaute@coair.com, jennifer.burns@enron.com, jennifer.medcalf@enron.com, + george.wasaff@enron.com, john.nowlan@enron.com, + jeffrey.shankman@enron.com +X-From: Sarah-Joy Hunter +X-To: ron.howard@coair.com +X-cc: svaute@coair.com, jennifer.burns@enron.com, Jennifer Medcalf, George Wasaff, John L Nowlan, Jeffrey A Shankman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Ron Howard: + +I just confirmed back with Shirley Vauter that 1:30 PM -3:00 PM on Tuesday, +December 12th is fine for the meeting between Larry Kellner, Jeff Shankman, +and their teams. Thank-you for your flexibility in rescheduling this meeting +from December 11th to December 12th per Jeff Shankman's request. + +I will follow up shortly with logistical details. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +(713)-345-6541 +" +"arnold-j/all_documents/620.","Message-ID: <11259647.1075857604015.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + probability * payout = +1 heads .5 0 = 0 + tails 2 heads .25 1 = .25 + tails 3 heads .125 2 = .25 + tails 4 heads .0625 4 = .25 + tails 5 heads .03125 8 = .25 + + + + +""Eva Pao"" on 05/13/2001 03:23:47 PM +Please respond to +To: +cc: +Subject: RE: waiting + + +which game is that? + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 5:16 PM +To: epao@mba2002.hbs.edu +Subject: Re: waiting + + + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * +8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM + +Please respond to + +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/all_documents/621.","Message-ID: <27460663.1075857604038.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think it's 100 + + + + +""Eva Pao"" on 05/13/2001 03:01:23 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +fill in +$ ____2_ per/share + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:54 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +fill in +$ _____ per/share + + + + +""Eva Pao"" on 05/13/2001 02:39:23 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +what's my bid for what?? +ps +don't no crap me. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:30 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +no crap, what's your bid? + + + + +""Eva Pao"" on 05/13/2001 12:48:23 AM + +Please respond to + +To: +cc: +Subject: Extra credit + + +break even on info ass-symetry is 100%, any project above that level is +profitable to Pooks&Co. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 1:04 AM +To: epao@mba2002.hbs.edu +Subject: RE: try this one... + + + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM + +Please respond to + +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/622.","Message-ID: <23706578.1075857604060.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: waiting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Expected value of game = 1/2 * 0 + 1/4 * 1 + 1/8 *2 + 1/16 *4 +1/32 * 8+.... + = 0 +.25 +.25 +.25 +.25 +... + = infinity + + + + + +""Eva Pao"" on 05/13/2001 03:11:46 PM +Please respond to +To: +cc: +Subject: waiting + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + +" +"arnold-j/all_documents/623.","Message-ID: <11136840.1075857604082.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 09:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Constellation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think its a jv with the trading side mostly staffed by goldman folks + + + + +""Eva Pao"" on 05/13/2001 03:06:01 PM +Please respond to +To: +cc: +Subject: Constellation + + +so, its a goldman co, but it also controls Duquesne and BGE? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:58 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +yes + + + + +""Eva Pao"" on 05/13/2001 03:03:17 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +is constellation energy a goldman company? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:55 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + + + + + + + +" +"arnold-j/all_documents/624.","Message-ID: <10264027.1075857604104.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: am i right??? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no + + + + +""Eva Pao"" on 05/13/2001 03:02:45 PM +Please respond to +To: +cc: +Subject: am i right??? + + +wait, of course i am. i always am. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:55 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/all_documents/625.","Message-ID: <4179037.1075857604125.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +""Eva Pao"" on 05/13/2001 03:03:17 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +is constellation energy a goldman company? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:55 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/all_documents/626.","Message-ID: <7654755.1075857604148.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: 2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you prepared to defend your answer? + + + + +""Eva Pao"" on 05/13/2001 03:01:04 PM +Please respond to +To: +cc: +Subject: 2 + + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:54 PM +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit + + + +and your offer? + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM + +Please respond to + +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + + + + + + + +" +"arnold-j/all_documents/627.","Message-ID: <5787136.1075857604170.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +me thinks you missed a 9 + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + +" +"arnold-j/all_documents/628.","Message-ID: <23666617.1075857604191.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +have you taken any finance courses yet? what's good?" +"arnold-j/all_documents/629.","Message-ID: <10609357.1075857604214.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fill in +$ _____ per/share + + + + +""Eva Pao"" on 05/13/2001 02:39:23 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +what's my bid for what?? +ps +don't no crap me. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:30 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +no crap, what's your bid? + + + + +""Eva Pao"" on 05/13/2001 12:48:23 AM + +Please respond to + +To: +cc: +Subject: Extra credit + + +break even on info ass-symetry is 100%, any project above that level is +profitable to Pooks&Co. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 1:04 AM +To: epao@mba2002.hbs.edu +Subject: RE: try this one... + + + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM + +Please respond to + +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/63.","Message-ID: <20701506.1075849625529.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 09:38:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: carrie.robert@enron.com +Subject: Experience Enron -- brief tour 2:30-3:00 PM December 12th following + the meeting from 1:30-2:30 PM +Cc: jennifer.medcalf@enron.com, jennifer.burns@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, jennifer.burns@enron.com +X-From: Sarah-Joy Hunter +X-To: Carrie A Robert +X-cc: Jennifer Medcalf, jennifer.burns@enron.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Carrie: + +Thanks for facilitating a brief Experience Enron tour for 15 minutes each in +two areas (30 minutes total): + + a) the gas trading floor on EB 32 with Craig Taylor + b) Enron Online tour on EB 27 + +If it becomes necessary to replace b) with a tour of the gas control room, +we'll follow up with you. + +Additionally, thanks for getting us the 4 Enron overview marketing brochures +for the Continental attendees. + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Carrie, we appreciate your working with us on such short notice! + +Sarah-Joy +ext. 5-6541" +"arnold-j/all_documents/630.","Message-ID: <3213634.1075857604236.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +and your offer? + + + + +""Eva Pao"" on 05/13/2001 02:58:28 PM +Please respond to +To: +cc: +Subject: RE: Extra credit + + +1.99999999999999999999999999999999999 + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 4:37 PM +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit + + + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's +you bid/offer on playing this game? (would you pay $.5 to play? $1? $2? +what you charge me play against you?) + + +" +"arnold-j/all_documents/631.","Message-ID: <22480806.1075857604258.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +rules to a game: +You flip a coin. If you get tails you win 0. if you get heads, i give you +$1. Keep flipping until you get a tails, at which point you walk away with +the money. however, each heads you get after the first you double your +money. So if you flip heads 3 times and then tails, you get $4. What's you +bid/offer on playing this game? (would you pay $.5 to play? $1? $2? what +you charge me play against you?)" +"arnold-j/all_documents/632.","Message-ID: <12010438.1075857604281.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: Extra credit +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no crap, what's your bid? + + + + +""Eva Pao"" on 05/13/2001 12:48:23 AM +Please respond to +To: +cc: +Subject: Extra credit + + +break even on info ass-symetry is 100%, any project above that level is +profitable to Pooks&Co. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, May 13, 2001 1:04 AM +To: epao@mba2002.hbs.edu +Subject: RE: try this one... + + + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM + +Please respond to + +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + + + + + + + +" +"arnold-j/all_documents/633.","Message-ID: <29536998.1075857604302.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 08:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i need significant lead time to prepare for boots day. please advise earlier +next time. + + +From: Margaret Allen@ENRON on 05/11/2001 06:09 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I'll be here until tomorrow afternoon, then off to Waco to see my mom. I +just got back to my desk after being in meetings all day. Who knows how long +I'll be here tonight and I have a shit load of work to do tomorrow. Why do I +work here again? + +What's up with you? I bought some guest to your floor today but you weren't +around. And I have on boots with curly hair. + +Take care, MSA + +Oh, let's chat about Guggenheim next week. Are you going on the 17th too? + + + + John Arnold@ECT + 05/11/2001 11:58 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +you in town this weekend? + + + +" +"arnold-j/all_documents/635.","Message-ID: <921545.1075857604348.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 07:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: kimberly.hillis@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kimberly Hillis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kim: +I will not be at the may 18 management mtg as I will be in NY on business." +"arnold-j/all_documents/636.","Message-ID: <19817084.1075857604370.JavaMail.evans@thyme> +Date: Sun, 13 May 2001 07:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: myrtle beach +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Appreciate the offer but I won't be able to get out of work, + + + + +""Piasio, Stephen [FI]"" on 05/10/2001 11:23:18 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: myrtle beach + + +do you or any one of your colleagues at the mighty Enron want to join us at +our annual golf outing in Myrtle Beach. You pay the air, we've got the +rest. +Only 4 rules: + no cologne + no top button buttoned on the golf shirt + not permitted to break 100 + no cameras +reminder: + Friday June 1 2 rounds + Saturday, June 2 1 round/poolside + Sunday, June 3 1 round + +Enron has an open invite. Please let me know. + +" +"arnold-j/all_documents/637.","Message-ID: <4441011.1075857604393.JavaMail.evans@thyme> +Date: Sat, 12 May 2001 17:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: try this one... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +For extra credit.... +If the company is worth 150% more under management A rather than 50% more, +does your answer change? + + + + +""Eva Pao"" on 05/11/2001 05:13:59 PM +Please respond to +To: +cc: +Subject: RE: try this one... + + +will you do all of my homework? + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 11, 2001 8:41 AM +To: epao@mba2002.hbs.edu +Subject: Re: try this one... + + + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM + +Please respond to + +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very +viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under +either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company +A, +and so on. + + The board of directors of Company A has asked you to determine the +price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration +project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price +offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + + + + + + + +" +"arnold-j/all_documents/638.","Message-ID: <15031425.1075857604415.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 12:20:00 -0700 (PDT) +From: thanks@amazon.com +To: jarnold@ect.enron.com +Subject: Free Shipping for Your Amazoniversary +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Amazon.com"" +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +[IMAGE] + +[IMAGE] + + + + + + +? + +Dear Amazon Customer, + +What's an Amazoniversary? Three years ago this month, you placed your very +first order (using this e-mail address) with Amazon.com. To remind you how +much there is to experience here, we're offering you free shipping (up to +$10) on your next order of $50 or more. + +So celebrate any way you like: with a bestselling book, a new DVD +release, or a CD player--it's up to you. But be sure to take advantage of +this exclusive free shipping offer before May 31. (See details below.) + +We look forward to all your Amazoniversaries to come! + + Sincerely, + +[IMAGE] + +David Risher +Senior VP and Amazon Customer of Five Years (and Counting) +Amazon.com + + +? + + + +[IMAGE] + + + +[IMAGE] + +[IMAGE]Books + +[IMAGE]Electronics + +[IMAGE]Music + +[IMAGE]DVD + +[IMAGE]Software + +[IMAGE]Toys + +[IMAGE]Kitchen + +[IMAGE]Tools & Hardware + +[IMAGE]Outdoor Living + + + + +? + + + + + +We hope you enjoyed receiving this message. However, if you'd rather not +receive future e-mails of this sort from Amazon.com, please visit your +Amazon.com account page. Under the Your Account Settings heading, click the +""Update your communication preferences"" link. + +Don't delete. This is your promotional certificate for free shipping (up to +$10) on your order of $50 or more. (See restrictions below.) + +Offer: Up to $10 worth of free shipping on your order of $50 or more. +Claim Code: 3A2C-FFYXUJ-W785CM +Expires: May 31, 2001 + +To redeem your free shipping, simply: + +1. Go to Amazon.com. + +2. Select the items you want, totaling $50 or more, and add them to your +Shopping Cart. + +3. Click the ""Proceed to checkout"" button. At the Ship section of the +progress bar, you must select the Standard Shipping method and the ""Wait +until the entire order is ready before shipping"" preference. At the Pay +section of the progress bar, you'll see a box on the lower part of the page +that says, ""Do you have a gift certificate or promotional claim code?"" + +4. Enter your claim code in the space provided to redeem your promotional +certificate. Then click Continue and complete the order form. + +5. You'll know you have placed your order when you reach a screen that +says, ""Thank you for your order. We will send you an e-mail confirmation +shortly."" If you want to review the details of your order, click the +appropriate links in the ""Managing your order"" box, or the Your Account link +in the upper right corner of the page. + + The fine print: + + For the fine print, please follow the link to our free shipping offer. + + + +Please note that this message was sent to the following e-mail address: +jarnold@ect.enron.com" +"arnold-j/all_documents/639.","Message-ID: <1850493.1075857604448.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 08:56:00 -0700 (PDT) +From: outlook.team@enron.com +To: aimee.shek@enron.com, albino.lopez@enron.com, andrea.williams@enron.com, + anitha.mathis@enron.com, antonette.concepcion@enron.com, + bernard.rhoden@enron.com, deborah.kallus@enron.com, + diane.taylor@enron.com, gardenia.sullivan@enron.com, + ginger.sinclair@enron.com, janice.priddy@enron.com, + jeanne.seward@enron.com, lloyd.whiteurst@enron.com, + monique.criswell@enron.com, monique.mcfarland@enron.com, + pauline.sanchez@enron.com, rena.lo@enron.com, shawn.simon@enron.com, + valley.confer@enron.com, cynthia.barrow@enron.com, + deborah.guillory@enron.com, dinah.sultanik@enron.com, + georgia.fogo@enron.com, ginger.mccain@enron.com, + iris.jimenez@enron.com, jennifer.mendez@enron.com, + john.cevilla@enron.com, joshua.wooten@enron.com, + karla.dobbs@enron.com, kayla.ruiz@enron.com, lee.wright@enron.com, + maria.mitchell@enron.com, mikie.rath@enron.com, + robin.hosea@enron.com, sandy.huseman@enron.com, + sheri.jordan@enron.com, tashia.hayes@enron.com, + donna.greif@enron.com, eric.gonzales@enron.com, + jared.kaiser@enron.com, jonathan.whitehead@enron.com, + omar.aboudaher@enron.com, paul.omasits@enron.com, + shahnaz.lakho@enron.com, troy.denetsosie@enron.com, + william.giuliani@enron.com, zionette.vincent@enron.com, + adrial.boals@enron.com, albert.escamilla@enron.com, + amber.ebow@enron.com, avril.forster@enron.com, + bernice.rodriguez@enron.com, bill.hare@enron.com, + brian.heinrich@enron.com, cheryl.johnson@enron.com, + christopher.hargett@enron.com, dejoun.windless@enron.com, + donna.consemiu@enron.com, donna.everett@enron.com, + gloria.roberson@enron.com, james.scribner@enron.com, + jason.moore@enron.com, jean.killough@enron.com, jeff.klotz@enron.com, + jenny.helton@enron.com, john.harrison@enron.com, + julissa.marron@enron.com, karen.lambert@enron.com, + kathryn.pallant@enron.com, kelly.lombardi@enron.com, + kevin.richardson@enron.com, lisa.woods@enron.com, + marilyn.colbert@enron.com, michelle.laurant@enron.com, + remi.otegbola@enron.com, ruby.kyser@enron.com, + samuel.schott@enron.com, stacie.guidry@enron.com, + steve.venturatos@enron.com, suzanne.nicholie@enron.com, + tammie.huthmacher@enron.com, willie.harrell@enron.com, + alexandra.villarreal@enron.com, daniel.quezada@enron.com, + dutch.quigley@enron.com, ina.rangel@enron.com, jason.panos@enron.com, + jesus.hernandez@enron.com, john.arnold@enron.com, + john.griffith@enron.com, kimberly.hardy@enron.com, + larry.may@enron.com, mike.maggi@enron.com, steve.dailey@enron.com +Subject: 4-URGENT - OWA Please print this now. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Outlook Migration Team +X-To: Aimee Shek, Albino Lopez, Andrea Williams, Anitha Mathis, Antonette Concepcion, Bernard Rhoden, Deborah Kallus, Diane Taylor, Gardenia Sullivan, Ginger Sinclair, Janice Priddy, Jeanne Seward, Lloyd Whiteurst, Monique Criswell, Monique McFarland, Pauline Sanchez, Rena Lo, Shawn Simon, Valley Confer, Cynthia Barrow, Deborah Guillory, Dinah Sultanik, Georgia Fogo, Ginger McCain, Iris Jimenez, Jennifer Mendez, John Cevilla, Joshua Wooten, Karla Dobbs, Kayla Ruiz, Lee Wright, Maria Mitchell, Mikie Rath, Robin Hosea, Sandy Huseman, Sheri Jordan, Tashia Hayes, Donna Greif, Eric Gonzales, Jared Kaiser, Jonathan Whitehead, Omar Aboudaher, Paul Omasits, Shahnaz Lakho, Troy Denetsosie, William Giuliani, Zionette Vincent, Adrial Boals, Albert Escamilla, Amber Ebow, Avril Forster, Bernice Rodriguez, Bill D Hare, Brian Heinrich, Cheryl Johnson, Christopher Hargett, Dejoun Windless, Donna Consemiu, Donna Everett, Gloria Roberson, James Scribner, Jason Moore, Jean Killough, Jeff Klotz, Jenny Helton, John Howard Harrison, Julissa Marron, Karen Lambert, Kathryn Pallant, Kelly Lombardi, Kevin Richardson, Lisa Woods, Marilyn Colbert, Michelle Laurant, Remi Otegbola, Ruby Kyser, Samuel Schott, Stacie Guidry, Steve Venturatos, Suzanne Nicholie, Tammie Huthmacher, Willie Harrell, Alexandra Villarreal, Daniel Quezada, Dutch Quigley, Ina Rangel, Jason Panos, Jesus A Hernandez, John Arnold, John Griffith, Kimberly Hardy, Larry May, Mike Maggi, Steve Dailey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Current Notes User: + +REASONS FOR USING OUTLOOK WEB ACCESS (OWA) + +1. Once your mailbox has been migrated from Notes to Outlook, the Outlook +client will be configured on your computer. +After migration of your mailbox, you will not be able to send or recieve mail +via Notes, and you will not be able to start using Outlook until it is +configured by the Outlook Migration team the morning after your mailbox is +migrated. During this period, you can use Outlook Web Access (OWA) via your +web browser (Internet Explorer 5.0) to read and send mail. + +PLEASE NOTE: Your calendar entries, personal address book, journals, and +To-Do entries imported from Notes will not be available until the Outlook +client is configured on your desktop. + +2. Remote access to your mailbox. +After your Outlook client is configured, you can use Outlook Web Access (OWA) +for remote access to your mailbox. + +PLEASE NOTE: At this time, the OWA client is only accessible while +connecting to the Enron network (LAN). There are future plans to make OWA +available from your home or when traveling abroad. + +HOW TO ACCESS OUTLOOK WEB ACCESS (OWA) + +Launch Internet Explorer 5.0, and in the address window type: +http://nahou-msowa01p/exchange/john.doe + +Substitute ""john.doe"" with your first and last name, then click ENTER. You +will be prompted with a sign in box as shown below. Type in ""corp/your user +id"" for the user name and your NT password to logon to OWA and click OK. You +will now be able to view your mailbox. + + + +PLEASE NOTE: There are some subtle differences in the functionality between +the Outlook and OWA clients. You will not be able to do many of the things +in OWA that you can do in Outlook. Below is a brief list of *some* of the +functions NOT available via OWA: + +Features NOT available using OWA: + +- Tasks +- Journal +- Spell Checker +- Offline Use +- Printing Templates +- Reminders +- Timed Delivery +- Expiration +- Outlook Rules +- Voting, Message Flags and Message Recall +- Sharing Contacts with others +- Task Delegation +- Direct Resource Booking +- Personal Distribution Lists + +QUESTIONS OR CONCERNS? + +If you have questions or concerns using the OWA client, please contact the +Outlook 2000 question and answer Mailbox at: + + Outlook.2000@enron.com + +Otherwise, you may contact the Resolution Center at: + + 713-853-1411 + +Thank you, + +Outlook 2000 Migration Team" +"arnold-j/all_documents/64.","Message-ID: <4317913.1075849625552.JavaMail.evans@thyme> +Date: Sun, 10 Dec 2000 23:53:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: derryl.cleaveland@enron.com +Subject: GE persons visiting Friday, the 8th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Derryl Cleaveland +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Derryl: + +Thanks for pulling me in to meet John Schroeder, Account Manager (whom I had +met earlier with Graham Gebbie) and Marco Arcelli, Sales Manager, Pipelines. +Look forward to keeping in touch on this if any buy side opportunities are +evenutally pursued. + +Thanks again. + +Sarah-Joy" +"arnold-j/all_documents/640.","Message-ID: <29837873.1075857604480.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 08:56:00 -0700 (PDT) +From: outlook.team@enron.com +To: aimee.shek@enron.com, albino.lopez@enron.com, andrea.williams@enron.com, + anitha.mathis@enron.com, antonette.concepcion@enron.com, + bernard.rhoden@enron.com, deborah.kallus@enron.com, + diane.taylor@enron.com, gardenia.sullivan@enron.com, + ginger.sinclair@enron.com, janice.priddy@enron.com, + jeanne.seward@enron.com, lloyd.whiteurst@enron.com, + monique.criswell@enron.com, monique.mcfarland@enron.com, + pauline.sanchez@enron.com, rena.lo@enron.com, shawn.simon@enron.com, + valley.confer@enron.com, cynthia.barrow@enron.com, + deborah.guillory@enron.com, dinah.sultanik@enron.com, + georgia.fogo@enron.com, ginger.mccain@enron.com, + iris.jimenez@enron.com, jennifer.mendez@enron.com, + john.cevilla@enron.com, joshua.wooten@enron.com, + karla.dobbs@enron.com, kayla.ruiz@enron.com, lee.wright@enron.com, + maria.mitchell@enron.com, mikie.rath@enron.com, + robin.hosea@enron.com, sandy.huseman@enron.com, + sheri.jordan@enron.com, tashia.hayes@enron.com, + donna.greif@enron.com, eric.gonzales@enron.com, + jared.kaiser@enron.com, jonathan.whitehead@enron.com, + omar.aboudaher@enron.com, paul.omasits@enron.com, + shahnaz.lakho@enron.com, troy.denetsosie@enron.com, + william.giuliani@enron.com, zionette.vincent@enron.com, + adrial.boals@enron.com, albert.escamilla@enron.com, + amber.ebow@enron.com, avril.forster@enron.com, + bernice.rodriguez@enron.com, bill.hare@enron.com, + brian.heinrich@enron.com, cheryl.johnson@enron.com, + christopher.hargett@enron.com, dejoun.windless@enron.com, + donna.consemiu@enron.com, donna.everett@enron.com, + gloria.roberson@enron.com, james.scribner@enron.com, + jason.moore@enron.com, jean.killough@enron.com, jeff.klotz@enron.com, + jenny.helton@enron.com, john.harrison@enron.com, + julissa.marron@enron.com, karen.lambert@enron.com, + kathryn.pallant@enron.com, kelly.lombardi@enron.com, + kevin.richardson@enron.com, lisa.woods@enron.com, + marilyn.colbert@enron.com, michelle.laurant@enron.com, + remi.otegbola@enron.com, ruby.kyser@enron.com, + samuel.schott@enron.com, stacie.guidry@enron.com, + steve.venturatos@enron.com, suzanne.nicholie@enron.com, + tammie.huthmacher@enron.com, willie.harrell@enron.com, + alexandra.villarreal@enron.com, daniel.quezada@enron.com, + dutch.quigley@enron.com, ina.rangel@enron.com, jason.panos@enron.com, + jesus.hernandez@enron.com, john.arnold@enron.com, + john.griffith@enron.com, kimberly.hardy@enron.com, + larry.may@enron.com, mike.maggi@enron.com, steve.dailey@enron.com +Subject: 3 - URGENT - TO PREVENT LOSS OF INFORMATION +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Outlook Migration Team +X-To: Aimee Shek, Albino Lopez, Andrea Williams, Anitha Mathis, Antonette Concepcion, Bernard Rhoden, Deborah Kallus, Diane Taylor, Gardenia Sullivan, Ginger Sinclair, Janice Priddy, Jeanne Seward, Lloyd Whiteurst, Monique Criswell, Monique McFarland, Pauline Sanchez, Rena Lo, Shawn Simon, Valley Confer, Cynthia Barrow, Deborah Guillory, Dinah Sultanik, Georgia Fogo, Ginger McCain, Iris Jimenez, Jennifer Mendez, John Cevilla, Joshua Wooten, Karla Dobbs, Kayla Ruiz, Lee Wright, Maria Mitchell, Mikie Rath, Robin Hosea, Sandy Huseman, Sheri Jordan, Tashia Hayes, Donna Greif, Eric Gonzales, Jared Kaiser, Jonathan Whitehead, Omar Aboudaher, Paul Omasits, Shahnaz Lakho, Troy Denetsosie, William Giuliani, Zionette Vincent, Adrial Boals, Albert Escamilla, Amber Ebow, Avril Forster, Bernice Rodriguez, Bill D Hare, Brian Heinrich, Cheryl Johnson, Christopher Hargett, Dejoun Windless, Donna Consemiu, Donna Everett, Gloria Roberson, James Scribner, Jason Moore, Jean Killough, Jeff Klotz, Jenny Helton, John Howard Harrison, Julissa Marron, Karen Lambert, Kathryn Pallant, Kelly Lombardi, Kevin Richardson, Lisa Woods, Marilyn Colbert, Michelle Laurant, Remi Otegbola, Ruby Kyser, Samuel Schott, Stacie Guidry, Steve Venturatos, Suzanne Nicholie, Tammie Huthmacher, Willie Harrell, Alexandra Villarreal, Daniel Quezada, Dutch Quigley, Ina Rangel, Jason Panos, Jesus A Hernandez, John Arnold, John Griffith, Kimberly Hardy, Larry May, Mike Maggi, Steve Dailey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Critical Migration Information: + +1. Your scheduled Outlook Migration Date is THE EVENING OF : May 15th +2. You need to press the ""Save My Data"" button (only once) to send us your +pre-migration information. +3. You must be connected to the network before you press the button. +4. If a POP-UP BOX appears, prompting you to ""ABORT, CANCEL OR TRUST SIGNER"" +please select TRUST SIGNER. +5. Any information you Add to your Personal Address Book, Journal or calendar +after you click on the button will need to be manually re-added into Outlook +after you have been migrated. +6. Clicking this button does not complete your migration to Outlook. Your +migration will be completed the evening of your migration date. + + + + Failure to click on the button means you WILL NOT get your Calendar, +Contacts, Journal and ToDo information imported into Outlook the day of your +migration and could result in up to a 2 week delay to restore this +information. + +If you encounter any errors please contact the resolution center @ +713-853-1411 " +"arnold-j/all_documents/641.","Message-ID: <14153645.1075857604513.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 08:56:00 -0700 (PDT) +From: outlook.team@enron.com +To: aimee.shek@enron.com, albino.lopez@enron.com, andrea.williams@enron.com, + anitha.mathis@enron.com, antonette.concepcion@enron.com, + bernard.rhoden@enron.com, deborah.kallus@enron.com, + diane.taylor@enron.com, gardenia.sullivan@enron.com, + ginger.sinclair@enron.com, janice.priddy@enron.com, + jeanne.seward@enron.com, lloyd.whiteurst@enron.com, + monique.criswell@enron.com, monique.mcfarland@enron.com, + pauline.sanchez@enron.com, rena.lo@enron.com, shawn.simon@enron.com, + valley.confer@enron.com, cynthia.barrow@enron.com, + deborah.guillory@enron.com, dinah.sultanik@enron.com, + georgia.fogo@enron.com, ginger.mccain@enron.com, + iris.jimenez@enron.com, jennifer.mendez@enron.com, + john.cevilla@enron.com, joshua.wooten@enron.com, + karla.dobbs@enron.com, kayla.ruiz@enron.com, lee.wright@enron.com, + maria.mitchell@enron.com, mikie.rath@enron.com, + robin.hosea@enron.com, sandy.huseman@enron.com, + sheri.jordan@enron.com, tashia.hayes@enron.com, + donna.greif@enron.com, eric.gonzales@enron.com, + jared.kaiser@enron.com, jonathan.whitehead@enron.com, + omar.aboudaher@enron.com, paul.omasits@enron.com, + shahnaz.lakho@enron.com, troy.denetsosie@enron.com, + william.giuliani@enron.com, zionette.vincent@enron.com, + adrial.boals@enron.com, albert.escamilla@enron.com, + amber.ebow@enron.com, avril.forster@enron.com, + bernice.rodriguez@enron.com, bill.hare@enron.com, + brian.heinrich@enron.com, cheryl.johnson@enron.com, + christopher.hargett@enron.com, dejoun.windless@enron.com, + donna.consemiu@enron.com, donna.everett@enron.com, + gloria.roberson@enron.com, james.scribner@enron.com, + jason.moore@enron.com, jean.killough@enron.com, jeff.klotz@enron.com, + jenny.helton@enron.com, john.harrison@enron.com, + julissa.marron@enron.com, karen.lambert@enron.com, + kathryn.pallant@enron.com, kelly.lombardi@enron.com, + kevin.richardson@enron.com, lisa.woods@enron.com, + marilyn.colbert@enron.com, michelle.laurant@enron.com, + remi.otegbola@enron.com, ruby.kyser@enron.com, + samuel.schott@enron.com, stacie.guidry@enron.com, + steve.venturatos@enron.com, suzanne.nicholie@enron.com, + tammie.huthmacher@enron.com, willie.harrell@enron.com, + alexandra.villarreal@enron.com, daniel.quezada@enron.com, + dutch.quigley@enron.com, ina.rangel@enron.com, jason.panos@enron.com, + jesus.hernandez@enron.com, john.arnold@enron.com, + john.griffith@enron.com, kimberly.hardy@enron.com, + larry.may@enron.com, mike.maggi@enron.com, steve.dailey@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL 5-15-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Outlook Migration Team +X-To: Aimee Shek, Albino Lopez, Andrea Williams, Anitha Mathis, Antonette Concepcion, Bernard Rhoden, Deborah Kallus, Diane Taylor, Gardenia Sullivan, Ginger Sinclair, Janice Priddy, Jeanne Seward, Lloyd Whiteurst, Monique Criswell, Monique McFarland, Pauline Sanchez, Rena Lo, Shawn Simon, Valley Confer, Cynthia Barrow, Deborah Guillory, Dinah Sultanik, Georgia Fogo, Ginger McCain, Iris Jimenez, Jennifer Mendez, John Cevilla, Joshua Wooten, Karla Dobbs, Kayla Ruiz, Lee Wright, Maria Mitchell, Mikie Rath, Robin Hosea, Sandy Huseman, Sheri Jordan, Tashia Hayes, Donna Greif, Eric Gonzales, Jared Kaiser, Jonathan Whitehead, Omar Aboudaher, Paul Omasits, Shahnaz Lakho, Troy Denetsosie, William Giuliani, Zionette Vincent, Adrial Boals, Albert Escamilla, Amber Ebow, Avril Forster, Bernice Rodriguez, Bill D Hare, Brian Heinrich, Cheryl Johnson, Christopher Hargett, Dejoun Windless, Donna Consemiu, Donna Everett, Gloria Roberson, James Scribner, Jason Moore, Jean Killough, Jeff Klotz, Jenny Helton, John Howard Harrison, Julissa Marron, Karen Lambert, Kathryn Pallant, Kelly Lombardi, Kevin Richardson, Lisa Woods, Marilyn Colbert, Michelle Laurant, Remi Otegbola, Ruby Kyser, Samuel Schott, Stacie Guidry, Steve Venturatos, Suzanne Nicholie, Tammie Huthmacher, Willie Harrell, Alexandra Villarreal, Daniel Quezada, Dutch Quigley, Ina Rangel, Jason Panos, Jesus A Hernandez, John Arnold, John Griffith, Kimberly Hardy, Larry May, Mike Maggi, Steve Dailey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. Double Click on document to put it in ""Edit"" mode. When you finish, +simply click on the 'Reply With History' button then hit 'Send' Your survey +will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: + +Login ID: + +Extension: + +Office Location: + +What type of computer do you have? (Desktop, Laptop, Both) + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: To: + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): +" +"arnold-j/all_documents/642.","Message-ID: <12950005.1075857604534.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 05:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: in +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you dont like my ideas + + + + +""Eva Pao"" on 05/09/2001 05:06:50 PM +Please respond to +To: +cc: +Subject: RE: in + + +i'll call + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, April 29, 2001 8:15 PM +To: epao@mba2002.hbs.edu +Subject: + + +pookie: +check this out: +www.sailmainecoast.com/index.html + + +" +"arnold-j/all_documents/643.","Message-ID: <16698426.1075857604560.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 04:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you in town this weekend?" +"arnold-j/all_documents/644.","Message-ID: <1178502.1075857604582.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 04:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, larry.may@enron.com +Subject: PG&E Energy Trading +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, Larry May +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/11/2001 11:53 +AM --------------------------- +From: Jason R Williams/ENRON@enronXgate on 05/11/2001 10:50 AM +To: Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S +Shively/ENRON@enronXgate, Thomas A Martin/ENRON@enronXgate, John +Arnold/HOU/ECT@ECT +cc: William S Bradford/ENRON@enronXgate, Tanya Rohauer/ENRON@enronXgate, +Russell Diamond/ENRON@enronXgate +Subject: PG&E Energy Trading + +Phillip, Scott, Hunter, Tom and John - + +Just to reiterate the new trading guidelines on PG&E Energy Trading: + + +1. Both financial and physical trading are approved, with a maximum tenor of +18 months + +2. Approved entities are: PG&E Energy Trading - Gas Corporation + PG&E Energy Trading - Canada Corporation + + NO OTHER PG&E ENTITIES ARE APPROVED FOR TRADING + +3. Both EOL and OTC transactions are OK + +4. Please call Credit (ext. 31803) with details on every OTC transaction. +We need to track all new positions with PG&E Energy Trading on an ongoing +basis. Please ask the traders and originators on your desks to notify us +with the details on any new transactions immediately upon execution. For +large transactions (greater than 2 contracts/day or 5 BCF total), please call +for approval before transacting. + + +Thanks for your assistance; please call me (ext. 53923) or Russell Diamond +(ext. 57095) if you have any questions. + + +Jay +" +"arnold-j/all_documents/645.","Message-ID: <9984262.1075857604604.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 00:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Question? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +Ina Rangel +05/10/2001 05:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Question? + +John, + +Do you think we need to see about sending an IT Tech for you and Maggi on +Friday to make sure everything is working okay? If we do, we would have to +pay for their travel expenses. + +It would be beneficial to you instead of having to be on the phone with IT +for any problems. + +Let me know. + +-Ina + +" +"arnold-j/all_documents/646.","Message-ID: <33338077.1075857604626.JavaMail.evans@thyme> +Date: Fri, 11 May 2001 00:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: try this one... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll pay a grand total of 0 + + + + +""Eva Pao"" on 05/10/2001 05:15:59 PM +Please respond to +To: +cc: +Subject: try this one... + + + Please read the following problem very carefully, and write in a number at +the end. You should be ready to defend your answer. Only a number is +allowed, not an algebraic equation. + +Acquiring a Company + + In the following exercise you will represent Company A (the acquirer), +which is currently considering acquiring Company T (the target) by means of +a tender offer. You plan to tender in cash for 100% of Company T's shares +but are unsure how high a price to offer. The main complication is this: +the value of Company T depends directly on the outcome of a major oil +exploration project it is currently undertaking. Indeed, the very viability +of Company T depends on the exploration outcome. If the project fails, the +company under current management will be worth nothing--$0/share. But if +the project succeeds, the value of the company under current management +could be as high as $100/share. All share values between $0 and $100 are +considered equally likely. By all estimates, the company will be worth +considerably more in the hands of Company A than under current management. +In fact, whatever the ultimate value under current management, the company +will be worth fifty percent more under the management of A than under +Company T. If the project fails, the company is worth $0/share under either +management. If the exploration project generates a $50/share value under +current management, the value under Company A is $75/share. Similarly, a +$100/share value under Company T implies a $150/share value under Company A, +and so on. + + The board of directors of Company A has asked you to determine the price +they should offer for Company T's shares. This offer must be made now, +before the outcome of the drilling project is known. From all indications, +Company T would be happy to be acquired by Company A, provided it is at a +profitable price. Moreover, Company T wishes to avoid, at all cost, the +potential of a takeover bid by any other firm. You expect Company T to +delay a decision on your bid until the results of the project are in, then +accept or reject your offer before the news of the drilling results reaches +the press. + + Thus, you (Company A) will not know the results of the exploration project +when submitting your price offer, but Company T will know the results when +deciding whether or not to accept your offer. In addition, Company T will +accept any offer by Company A that is greater than the (per share) value of +the company under current management. Thus, if you offer $50/share, for +instance, Company T will accept if the value of the company to Company T is +anything less than $50. + + As the representative of Company A, you are deliberating over price offers +in the range of $0/share (this is tantamount to making no offer at all) to +$150/share. What price offer per share would you tender for Company T's +stock? + + $______ per/share + + +" +"arnold-j/all_documents/647.","Message-ID: <21160903.1075857604649.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 10:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: RE: in +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +newport?? + + + + +""Eva Pao"" on 05/09/2001 05:06:50 PM +Please respond to +To: +cc: +Subject: RE: in + + +i'll call + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, April 29, 2001 8:15 PM +To: epao@mba2002.hbs.edu +Subject: + + +pookie: +check this out: +www.sailmainecoast.com/index.html + + +" +"arnold-j/all_documents/648.","Message-ID: <7887612.1075857604670.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 08:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: ticketwarehouse@aol.com +Subject: Re: eBay End of Auction - Item # 1236142249 (DAVE MATTHEWS TICKETS + HOUSTON 4TH ROW 5/12) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ticketwarehouse@aol.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +199.99+ $18 o/n shipping = 217.99 + +Visa 4128 0033 2341 1978 exp 8/02 + +shipping and billing address : +John Arnold +909 Texas Ave #1812 +Houston, TX 77002 +713-557-3330 + + + + +Ticketwarehouse@aol.com on 05/10/2001 01:20:57 AM +To: +cc: +Subject: Re: eBay End of Auction - Item # 1236142249 (DAVE MATTHEWS TICKETS +HOUSTON 4TH ROW 5/12) + + +Pay Patrick Kenne, ticketwarehouse@aol.com, at paypal.com or bidpay.com, bid +plus $12 for Fed-Ex Saver, or $18 for Fed-Ex overnight shipping. Put shipping +info in note section. If you want Fed-Ex c.o.d., get a money order for bid +plus $25 to Paula Fowler ready to give to fed-ex and e-mail me your shipping +address. If you want to use paypal, add 1% to total, they charge me 2.3% +now!! If you are sending a money order, send to Patrick Kenne 2879 Timber +Range Court Columbus, Ohio 43231. Please include auction # and all shipping +info. Thanks, Pat 614-891-9707 + +" +"arnold-j/all_documents/649.","Message-ID: <27097999.1075857604692.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 07:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Option Advisory Committee Meeting May 31 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 02:21 +PM --------------------------- + + +""Schaefer, Matthew"" on 05/10/2001 01:26:57 PM +To: Brad Banky , David Rosenberg +, James Haupt , Jeff Frase +, Jeff Ong , Jim Adams +, John Arnold , Kayvan Scott +Malek , Michael Maggi , Robert Collins +, Russ Knutsen , Sanjiv Khosla +, William Coorsh +cc: +Subject: Option Advisory Committee Meeting May 31 + + +Please be advised that the Option Advisory Committee meeting will be at 4:00 +eastern time, May 31, 2001. + + +Matthew Schaefer +New York Mercantile Exchange +212.299.2612 + + +" +"arnold-j/all_documents/65.","Message-ID: <26489193.1075849625578.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 00:35:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jeffrey.shankman@enron.com +Subject: Continental Briefing for Enron/Continental meeting December 12th + from 1:30-2:30/trading floor tour 2:30-3:00 +Cc: jennifer.burns@enron.com, george.wasaff@enron.com, mike.mcconnell@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.burns@enron.com, george.wasaff@enron.com, mike.mcconnell@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Jeffrey A Shankman +X-cc: jennifer.burns@enron.com, George Wasaff, Mike McConnell, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Shankman: + +In preparation for the meeting on December 12th with Larry Kellner, CFO, +Continental Airlines, I have noted below some background on the +Enron/Continental relationship and the purpose for the meeting. Mr. +Shankman, please advise if you would like me to distribute this to the +attendees. + +EXECUTIVE SUMMARY: + +Over the past several years Enron has been hedging Continental's crude oil. +The relationship has been beneficial to both sides. As a result, since 1999 +Enron has made over $9 million and Continental has saved over $45 million. + +The purpose for the December 12th meeting is to address three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. Several new initiatives being +proposed to Continental include the following: + +exchanging call options on crude oil for airline tickets (Craig Breslau, +Originator) +transacting financial swaps on line (Larry Gagliardi, Originator) +creating a weather derivative product for the airline industry (Mark Tawney +and Gary Taylor, Originators) +outsourcing Continental's antifreeze and plastics risks by hedging these +products with Enron (Alan Engberg, Originator) + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Meeting Attendees from Enron: +Jeff Shankman, President and COO, Enron Global Markets +John Nowlan, Vice President, Enron Global Markets +Craig Breslau, Vice President, Enron North America +Mark Tawney, Director, Enron Global Markets (tentative) + +DISCUSSION: +(Developed through conversations with Alan Engberg, Larry Gagliardi, Gary +Taylor, Craig Breslau, Tracy Ramsey and Lucy Ortiz.) + +Enron Buy Side with Continental: + +Current Enron verifiable spend on Continental airline tickets was +approximately $40 million in FY 1999 and $17.5 million for the first six +months of 2000. + +Enron Sell Side with Continental: + +(1) FUEL MANAGEMENT: + +Current Business: Over the past 2 years, Craig Breslau and others have been +managing a strong relationship with Greg Hartford, VP, Continental Fuel +Management, hedging Continental's crude oil. The first transaction was on +January 14, 1998 -- a one month Forward on Kero. Since then, Enron has +completed 29 transactions with two commodities: KERO and Crude. Current +business consists of three crude call options, settling in December 2000 +($31.00) and January, 2001 ($34.00 and $35.00) + +Value to Enron: Enron has earned $9,682,084 (1999-October 6, 2000) + +Value to Continental: Continental has saved $45,001,744 (1999-October 6, +2000) + +Possible next steps: (a) A transaction where Enron exchanges call options +on crude oil for airline tickets. + +(b) Financial jet swaps on line: Larry Gagliardi has already spoken with +Rick Pressly, Director, Continental Fuel Management, regarding financial jet +swaps on line. At the time, Pressly was not interested in pursuing this +product offering. + +Value to Continental for (b): a more perfect hedge as opposed to hedging +with crude oil since hedging jet fuel with jet is a more perfect hedge. +Enron could offer services for the whole year and explore multi-year options +as well both with financial and physical jet fuel. + +Possible next steps: Would Larry Kellner be interested in (a) or (b)? Enron +could also supply Continental with jet fuel physical in the following +locations such as the US Gulf Coast, New York harbor, the US West Coast, and +Europe. (Enron is doing this now with Delta airlines in New York harbor). +If so, Gagliardi could provide a guest password and Enron Online +identification number if Kellner's office wanted to review the product. + +(2) WEATHER DERIVATIVE PRODUCT: + +Business proposition: Create a basket of weather related risks - such that +aggregate bad weather above a tolerable level would result in payment from +Enron to Continental. + +Continental Airlines clearly has exposure to weather as indicated in their +annual reports and periodic press releases - particularly those discussing +earnings. It is extremely difficult to envision the perfect weather hedge +for all of Continental's weather related exposure. However, it is not +difficult to envision simple ways to reduce a large portion of it. +Continental has hubs in Houston, Newark, and Cleveland. The weather +conditions that create delays and increased costs in these areas include - +rainfall above certain amounts, snowfall above certain amounts, temperatures +below freezing (de-icing costs), winds above a certain speed, etc. + +Value to us: Create value by designing a basket of these risks. + +Value to them: Creation of a weather hedge to protect Continental's exposure. + +Possible next steps: Upper management would need to issue a directive to +various groups within Continental to describe what weather conditions affect +the bottom line, how much they affect the bottom line, and then ask each +group to attach a ""confidence level"" to each of their estimates - Continental +could start a weather risk management program by only hedging a weighted +average of their exposure x their confidence level - or some portion thereof. + +Exposure areas would be categorized according to the following: + +Clear exposure. Quantifiable. +Clear exposure. Difficult to quantify +Potential exposure. Quantifiable +Potential exposure. Difficult to quantify + +For each of the above categories, Enron would also need an indication of +whether Continental has historical cost data against which we can regress +historical weather data. + +Enron's weather derivatives team could then sit down with Kirk Rummel, +Director and Airport Services Division Controller, and some of his team (or +others designated by Kellner) and brainstorm about different types of weather +that cause increased cost to Continental. (Gary Taylor made a brief +presentation to Rummel on November 6th; no follow up action with Enron has +taken place to date) + +(3) PLASTICS: + +Business proposition: Alan Engberg proposed that Continental outsource +their antifreeze risk (ethylene glycol / propylene glycol) and plastics (high +impact polystyrene, polyethylene) by hedging those products with Enron. + +Value to Continental: Cost/Budget certainty (assuming a perfect hedge whereby +their purchase contracts are linked to the index used for hedging) and +associated reduction in volatility of cash flows + +Value to Enron: The value is approximately $2 million notional value if they +hedged 100% of their 4 million pound polystyrene exposure. Since Continental +has not yet shared the size of their antifreeze buy, Engberg cannot comment +on the potential value to Enron though he is fairly certain it would be much +larger than $2 million. + +Possible next steps +This proposition is being considered by Ron Howard's team at Continental. +Continental needs to share their antifreeze spend with Enron. Enron could +then develop a proposal to Continental that includes perceived benefits of +outsourcing their commodity risk to Enron. Could a follow-up meeting with +Ron Howard's team and Larry Kellner's designated contact be arranged to +facilitate this process? + +Alan Engberg also recommends working with Continental on a strategic approach +to modelling their overall exposures using VaR may prove extremely powerful +and rewarding to both companies. David Port is already (x-39823) looking at +ways to outsource Enron's expertise in this area. Continental could be a +pioneer in the effort. Factors to model would +include jet fuel, natural gas, electricity, currency, interest rates, +plastics, antifreeze, paper, and, metal." +"arnold-j/all_documents/651.","Message-ID: <831944.1075857604735.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 02:18:00 -0700 (PDT) +From: jpesot@gaoptions.com +To: jarnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jeff Pesot"" +X-To: ""John Arnold"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + Did you ever get the check I sent? + And where is the article you owe me? + Click the link!!! + +Jeff Pesot +GA Options,LLC +212 947 3337 +212 947 3339 fax +646 522 2528 cell +jpesot@gaoptions.com +www.gaoptions.com" +"arnold-j/all_documents/652.","Message-ID: <23840678.1075857604759.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 01:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: (01-154) Implementation of New NYMEX Rule 9.11A (Give-Up Trades) + IMPORTANT MEMO +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 08:18 +AM --------------------------- + + +SOblander@carrfut.com on 05/10/2001 07:50:19 AM +To: soblander@carrfut.com +cc: +Subject: (01-154) Implementation of New NYMEX Rule 9.11A (Give-Up Trades) +IMPORTANT MEMO + + + +Notice # 01-154 +May 7, 2001 + +TO: +All NYMEX Division Members and Member Firms + +FROM: +Neal L. Wolkoff, Executive Vice President + +RE: +Implementation of New NYMEX Rule 9.11A (""Give-Up Trades"") + +DATE: +May 7, 2001 +=========================================================== +Please be advised that beginning on the trade date of Friday, June 1, 2001, +new NYMEX Rule 9.11A (""Give-Up Trades"") will go into effect. + +! In the absence of an applicable give-up agreement, new Rule 9.11A will +define the respective responsibilities/obligations to an order of executing +brokers, customers and Clearing Members. + +! The term ""executing broker"" as used in Rule 9.11A refers to the +registered billing entity, Member Firm or Floor Broker to whom the order is +transmitted. + +! Rule 9.11 will provide that, in the absence of an applicable give-up +agreement, a Clearing Member may reject a trade only if: (1) the trade +exceeds trading limits established by the Clearing Member for that customer +that have been communicated to the executing broker as provided by the rule +or (2) the trade is an error for which the executing broker is responsible. + +! The new rule also places affirmative obligations on executing brokers +to confirm Clearing Member authorization for an account. For example, +prior to an executing broker accepting and executing an initial order for +any new customer account, such executing broker must confirm with the +Clearing Member by telephonic, electronic or written means, that: +(a) the customer has a valid account with the Clearing Member; +(b) the account number; +(c) the brokerage rate; +(d) the customer is authorized by the Clearing Member to place orders with +the executing broker for that account; and +(e) a listing or summary of persons authorized to place orders for that +account. +Moreover, the executing broker must retain a copy of the authorization or +the specifics of the telephonic confirmation, which includes: opposite +party, date, time, and any other relevant information. The Compliance +Department will conduct periodic audits of such records, and falsification +of such information shall be the basis for disciplinary action. + + +If you have any questions concerning this new rule, please contact Bernard +Purta, Senior Vice President, Regulatory Affairs and Operations, at (212) +299- 2380; Thomas LaSala, Vice President, NYMEX Compliance Department, at +(212) 299-2897; or Arthur McCoy, Vice President, Financial Surveillance +Section, NYMEX Compliance Department, at (212) 299-2928, + +NEW RULE 9.11A (""Give-Up Trades"") + +(Entire rule is new.) + +Rule 9.11A Give-Up Trades + +In the absence of a give-up agreement whose terms and conditions govern the +responsibilities/obligations of executing brokers, customers and Clearing +Members, the following rules shall define the respective +responsibilities/obligations of those parties to an order. The ""executing +broker"", as used in this rule, is the registered billing entity, Member +Firm or Floor Broker to whom the order is transmitted. + +(A) Responsibilities/Obligations of Clearing Members + +(1). Limits Placed by Clearing Member. A Clearing Member may, in its +discretion, place trading limits on the trades it will accept for give-up +for a customer's account from an executing broker, provided however, that +the executing broker receives prior written or electronic notice from the +Clearing Member of the trading limits on that account. Notice must be +received by the executing broker in a timely manner. A copy of such notice +shall be retained by the Clearing Member. + +(2). Trade Rejection. A Clearing Member may reject (""DK"") a trade only if: +(1) the trade exceeds the trading limits established under Section I(A) of +this rule for that customer and it has been communicated to the executing +broker as described in Subsection (A); or (2) the trade is an error for +which the executing broker is responsible. If a Clearing Member has a +basis for rejecting a trade, and chooses to do so in accordance with the +provisions of Rule 2.21(B), it must notify the executing broker promptly. + +(3). Billing. A Clearing Member will pay all floor brokerage fees incurred +for all transactions executed by the executing broker for the customer and +subsequently accepted by the Clearing Member by means of the ATOM system. +Floor brokerage fees will be agreed upon in advance among the Clearing +Member, customer and the executing broker. + +(B) Responsibilities/Obligations of Executing Brokers + +(1) Customer Order Placement. An executing broker will be responsible for +determining that all orders are placed or authorized by the customer. Once +an order has been accepted, a broker or the broker's clerk must: + +(a) confirm the terms of the order with the customer; +(b) accurately execute the order according to its terms; +(c) confirm the execution of the order to the customer as soon as +practicable; and +(d) transmit such executed order to the Clearing Member as soon as +practicable in accordance with Exchange Rules and procedures. + +2. Use of Other Persons. Unless otherwise agreed in writing, the +executing broker is allowed to use the services of another broker in +connection with the broker's obligations under these rules. The executing +broker remains responsible to the customer and Clearing Member under these +rules. + +3. Executing Broker Responsibility for Verifying Clearing Member +Authorization. Prior to a broker accepting and executing an initial order +for any new customer account, the executing broker must confirm with the +Clearing Member by telephonic, electronic or written means, that: +(f) the customer has a valid account with the Clearing Member; +(g) the account number; +(h) the brokerage rate; +(i) the customer is authorized by the Clearing Member to place orders with +the executing broker for that account; and +(j) a listing or summary of persons authorized to place orders for that +account. +The executing broker must retain a copy of the authorization or the +specifics of the telephonic confirmation, which includes: opposite party, +date, time, and any other relevant information. The falsification of such +information shall be the basis for disciplinary action. + +4. Rejection of Customer Order. Where an executing broker has confirmed +Clearing Member authorization to execute orders on behalf of a customer in +accordance with this Rule 9.11A, the broker may, in the broker's +discretion, reject an order that the customer transmits to the broker for +execution. The broker shall promptly notify the customer and the Clearing +Member(s) of any such rejection. + + + + + + + + + + + Carr Futures + 150 S. Wacker Dr., Suite 1500 + Chicago, IL 60606 USA + Tel: 312-368-6149 + Fax: 312-368-2281 + soblander@carrfut.com + http://www.carrfut.com + +" +"arnold-j/all_documents/653.","Message-ID: <16805446.1075857604782.JavaMail.evans@thyme> +Date: Thu, 10 May 2001 01:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: russell.diamond@enron.com +Subject: FW: details for long term flat price swap on Nat Gas Houston Ship + Channel Inside FERC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Russell Diamond +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Russell: +Just fyi, they're willing to take us for 20 years. +---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 08:17 +AM --------------------------- +From: Eric Bass/ENRON@enronXgate on 05/10/2001 07:42 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: details for long term flat price swap on Nat Gas Houston Ship +Channel Inside FERC + +John, +Attached are the volumes associated with the 20 yr Soc Gen deal we talked +about. I have yet to hear from credit. I will let you know the status as it +becomes available. + +Eric + + -----Original Message----- +From: Alexander.WERNER@us.socgen.com@ENRON +[mailto:IMCEANOTES-Alexander+2EWERNER+40us+2Esocgen+2Ecom+40ENRON@ENRON.com] +Sent: Thursday, May 10, 2001 7:34 AM +To: Bass, Eric +Subject: details for long term flat price swap on Nat Gas Houston Ship +Channel Inside FERC + +Hi Eric, + + +Please find below the detailed terms of a possible deal that we have been +talking about during our phone conversation this morning. + + +Nature of deal : If the transaction takes place, Societe Generale would sell a +financial fixed price swap (flat price, not basis differential) to Enron. The +monthly settlement would be financial. There would not be any exchange of +physical product. + + +Period of the deal : June 1st, 2001 to January 31st, 2021. + + +Used Reference : Natural Gas-Houston Ship Channel Index Inside FERC , monthly +settlement. + + + +Volumes of the financial swap transaction : Please find below the volumes +given +month by month in MMBTU. + +(See attached file: volumes-10-5-01-for-Enron.xls) + +Since there is a tiny chance that the deal trades today, could you please +check +if you have credit with SG for this period. +If not, could you find out how much time it approximately takes to get the +credit. +In terms of credit, SG is good with Enron for this period. + +Thank you, + +Alexander Werner + + + ************************************************************************** +The information contained herein is confidential and is intended solely +for the addressee(s). It shall not be construed as a recommendation to +buy or sell any security. Any unauthorized access, use, reproduction, +disclosure or dissemination is prohibited. + +Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates +shall assume any legal liability or responsibility for any incorrect, +misleading or altered information contained herein. + ************************************************************************** + + +************************************************************************** +The information contained herein is confidential and is intended solely +for the addressee(s). It shall not be construed as a recommendation to +buy or sell any security. Any unauthorized access, use, reproduction, +disclosure or dissemination is prohibited. +Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates +shall assume any legal liability or responsibility for any incorrect, +misleading or altered information contained herein. +************************************************************************** + + - volumes-10-5-01-for-Enron.xls +" +"arnold-j/all_documents/654.","Message-ID: <21488201.1075857604804.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 14:16:00 -0700 (PDT) +From: execed@wharton.upenn.edu +To: jarnold@enron.com +Subject: Request For Additional Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: execed@wharton.upenn.edu +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + Thank you for requesting additional information on Creating Value Through +Financial Management. + You can download this information by going to the following link. + **If the link spans more than one line, please paste the entire link into +your browser window.** + +http://wh-execed.wharton.upenn.edu/cfmtesting/prog_info.cfm?program=OE%20%20%2 +DFM&pcode=51 + " +"arnold-j/all_documents/655.","Message-ID: <5854839.1075857604825.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 10:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: reminder -pira dinner sund may 13 th 7.45 pm st regis +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think the velocity of the down move will be much less severe from here. +still dont think this is equilibrium. need to see aga coming in lower than +expectations for a couple weeks signaling that we've moved down the demand +curve. think a lot of spec shorts are looking to take profits as we get +close to the psychological 400 target. market needs producer selling to get +us through there. have seen some as williams is starting to hedge barrett : +hence the weakness in the back of the curve recently. still going lower but +it will be a tougher move from here. + + +From: Jennifer Fraser/ENRON@enronXgate on 05/09/2001 02:12 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: reminder -pira dinner sund may 13 th 7.45 pm st regis + +what do you think now? +see you sunday + + +" +"arnold-j/all_documents/656.","Message-ID: <20687908.1075857604847.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 07:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe they're for more sophisticated palates + + +From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:27 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +I pawned them off on my unsuspecting coworker - Phil. He liked them!! + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, May 09, 2001 2:27 PM +To: Ward, Kim S. +Subject: Re: + +it's an aquired taste + + +From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +those things are TERRIBLE!!!! + + + + +" +"arnold-j/all_documents/657.","Message-ID: <10657876.1075857604868.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 07:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hot like wasabi when I bust rhymes +Big like Leann Rimes +Because I'm all about value" +"arnold-j/all_documents/658.","Message-ID: <13373190.1075857604889.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 07:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it's an aquired taste + + +From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +those things are TERRIBLE!!!! + +" +"arnold-j/all_documents/659.","Message-ID: <15631241.1075857604910.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 03:08:00 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Suite at Enron Field +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John: + +Enron has a couple of suites reserved strictly for Enron use. Each one holds +21 people and the cost would be $2550 without food. If we needed another +suite then, Enron Field would charge us $100 per person as long as one of +their suites is available. + +-Ina" +"arnold-j/all_documents/66.","Message-ID: <3677363.1075849625602.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 01:05:00 -0800 (PST) +From: trey.comiskey@enron.com +To: brien@am.sony.com, jennifer.medcalf@enron.com +Subject: SNE / ENE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Trey Comiskey +X-To: Sean.O'Brien@am.sony.com, Jennifer.Medcalf@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Trey Comiskey/HOU/EES on 12/11/2000 09:04 +AM --------------------------- + + Enron Energy Services + + From: Trey Comiskey 12/11/2000 09:04 AM + Phone No: 713-853-6060 + + + + +To: ""Cooper, Kenneth"" @ ENRON +cc: +Subject: RE: Confidentiality Agreement + + +Good. I will FedEx two signed copies to you overnight. Please send one back +after executing. + +How is the energy spend information gathering initiative progressing ? + + + + +""Cooper, Kenneth"" on 12/08/2000 04:49:45 PM +To: ""'tcomisk@enron.com'"" +cc: +Subject: RE: Confidentiality Agreement + + +Trey: Three years is acceptable. Ken + +-----Original Message----- +From: tcomisk@enron.com [mailto:tcomisk@enron.com] +Sent: Friday, December 08, 2000 10:12 AM +To: Kenneth.Cooper@am.sony.com +Cc: Sean.O'Brien@am.sony.com; Jennifer.Medcalf@enron.com +Subject: Re: Confidentiality Agreement + + + + +Ken - +If we can change the term of confidentiality to 3 years (we proposed 1, you +proposed 5) then we are ready to accept all the changes, execute and move +on to the next steps. +Trey + + + + + + +""Cooper, Kenneth"" on 12/06/2000 03:37:42 PM + +To: ""'Trey Comiskey'"" +cc: ""O'Brien, Sean"" +Subject: Confidentiality Agreement + + +Attached please find two files: one a redlined copy of the agreement and +the other a clean copy. Please let me know your comments. MaryAlice +Budakian, Esq. handled this for me. Her telephone number is +(201)930-7520. + <> <> + +(See attached file: Enron Confidentiality (redline).doc) +(See attached file: Enron Confidentiality (clean copy).doc) + + + + + +" +"arnold-j/all_documents/660.","Message-ID: <16624470.1075857604933.JavaMail.evans@thyme> +Date: Wed, 9 May 2001 01:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i couldnt do it. it took 13 minutes for my alarm to wake me up." +"arnold-j/all_documents/661.","Message-ID: <33281819.1075857604954.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 10:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: chris.gaskill@enron.com +Subject: gas message board access +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +is there a password or just knowing the address +---------------------- Forwarded by John Arnold/HOU/ECT on 05/08/2001 05:08 +PM --------------------------- +From: Alex Mcleish/ENRON@enronXgate on 05/08/2001 10:40 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: gas message board access + +John, is access to the board on a password basis now? If so, when you get a +chance could you authorise access for myself and Andew Hill (a colleague in +crude fundamentals) please? A similar board for crude and products should be +ready within a couple of weeks. Thanks + +Alex +" +"arnold-j/all_documents/662.","Message-ID: <15158106.1075857604976.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 10:07:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'm just kidding. i'm getting a haircut from 530-600. i'll call you when i +get out. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:49 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +I guess that's fair - considering the deal you worked out with Dean. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 4:48 PM +To: Ward, Kim S. +Subject: RE: + +you i guess. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +so who are the drinks on until I do ? . . . . . + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:25 PM +To: Ward, Kim S. +Subject: RE: + +drinks on tickleknees if you do + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +you're killing me!!! I WILL close two of the three!!! and I predict that I +will make $500,000 - on two tiny little gas deals. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:04 PM +To: Ward, Kim S. +Subject: RE: + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + + + + + + + + + + +" +"arnold-j/all_documents/663.","Message-ID: <17048845.1075857605000.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 09:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you i guess. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +so who are the drinks on until I do ? . . . . . + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:25 PM +To: Ward, Kim S. +Subject: RE: + +drinks on tickleknees if you do + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +you're killing me!!! I WILL close two of the three!!! and I predict that I +will make $500,000 - on two tiny little gas deals. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:04 PM +To: Ward, Kim S. +Subject: RE: + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + + + + + + + +" +"arnold-j/all_documents/664.","Message-ID: <18648977.1075857605021.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 07:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +drinks on tickleknees if you do + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +you're killing me!!! I WILL close two of the three!!! and I predict that I +will make $500,000 - on two tiny little gas deals. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 2:04 PM +To: Ward, Kim S. +Subject: RE: + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + + + + +" +"arnold-j/all_documents/665.","Message-ID: <1421191.1075857605043.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 07:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe we need a closer in that seat + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +he's a cheapskate - I am just sitting here on the edge of my seat with three +customers that won't pull the trigger! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:53 PM +To: Ward, Kim S. +Subject: RE: + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + + + + +" +"arnold-j/all_documents/666.","Message-ID: <28760197.1075857605064.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 06:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about we celebrate the near completion of your deal and have tickleless +pay for it. + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +push the summer down about $.03-.04 so I can get one of my deals done and we +could celebrate! + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + +" +"arnold-j/all_documents/667.","Message-ID: <21052687.1075857605086.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 06:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +is that with or without two snoozes? + + +From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:24 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +and get up at 5:07 a.m.? + + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, May 08, 2001 1:07 PM +To: Ward, Kim S. +Subject: + +wanna get sauced after work? + +" +"arnold-j/all_documents/668.","Message-ID: <1035112.1075857605107.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 06:06:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wanna get sauced after work?" +"arnold-j/all_documents/669.","Message-ID: <15947110.1075857605131.JavaMail.evans@thyme> +Date: Tue, 8 May 2001 02:55:00 -0700 (PDT) +From: david.forster@enron.com +To: john.arnold@enron.com +Subject: +Cc: savita.puthigai@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: savita.puthigai@enron.com +X-From: David Forster +X-To: John Arnold +X-cc: Savita Puthigai +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John, + +You might recall we spoke a few weeks ago about a system with more +intelligence for out-of-hours trading than just leaving the products on Last +Trade is Mid. + +Attached is a suggestion for how such a system might work. It builds on +Offset to Last Trade functionality. + +The simplified description is: It tracks two variables: Intensity(Speed) and +Bias (Buy or Sell emphasis). As Intensity increases, the Spread increases. +As Bias increases, the Offset increases. + +I'll call later to see what you think of the idea. + +Dave + + + +Program Criteria + +The formula which defines the trading decision-making program will need to +work with several criteria/inputs/definitions. These might be: + +Intensity (Speed) - The average time between transaction attempts, regardless +of whether they are buys or sells. Measured as a moving average over the last +[Intensity Factor] transactions by comparing the timestamp of the transaction +Tibco messages for the Product. +Obviously, the lower the Intensity calculation, the higher the transaction +flow. Therefore a high Intensity number indicates low transaction flow. +Intensity Factor - The number of transactions to be included in the moving +average Intensity calculation. A possible value for this might be [4]. +#Buys - The number of Buys which have occurred. +#Sells - The number of Sells which have occured. +Transaction Count - Could be either #Buys or #Sells (whichever last occured).} +Buy Offset - The Offset value which will be applied if a Buy occurs. +Sell Offset - The Offset value which will be applied if a Sell occurs. +Offset Reversion Ratio (ORR)- The amount by which the Buy Offset should be +reduced if a Sell occurs (or amount Sell Offset should be reduced if a Buy +occurs). A possible value for this might be [0.3]. If the application of the +ORR results in a reduction of less than 1, then the reduction shall be 1. +Transaction Reversion Ratio (TRR)- The amount by which #Buys should be +reduced if a Sell occurs (or amount #Sells should be reduced if a Buy +occurs). A possible value for this might be [0.3]. If the application of the +TRR results in a reduction of less than 1, then the reduction shall be equal +to 1. +Spread Minimum - The minimum Spread value allowed. A possible value for this +might be [0.04] +Spread Maximum - The maximum Spread value allowed. A possible value for this +might be [0.50] +Offset Minimum - The minimum Offset allowed for both Buys and Sells. A +possible value for this might be [0]. +Offset Maximum -The maximum offset allowed for both Buys and Sells. A +possible value for this might be [0.50] +Initial Offset - The Buy and Sell Offset used when the program is started +Initial Spread - The Spread used when the program is started +Spread-Offset Minimum - The minimum amount by which Spread must exceed +Offset. Prevents a possible arbitrage opportunity for the customer. A +possible value for this might be [0.01] +Dead Interval - The period of time which must pass before the program will +recalculate the above Criteria, if no transactions have taken place during +the Dead Interval. A possible value for this might be [240] seconds. + +Program Outputs + +The program should output the following variables as a result of combining +the above Criteria in a user-defined Formula: + +Spread (integer) - as per current Stack Manager +Offset (integer) - as per current Stack Manager +Suspension (boolean) - Whether or not the Product should be suspended. +Normally ""False"" + + +Program Interface and Operation Principles + +The user should be provided with a GUI which will allow them to define a +relationship among the above Criteria, which will produce and apply the +Outputs to a particular Product. This relationship would be defined with +Intensity Formulas and Transaction Formulas. + +Every time a Transaction occurs, or a Dead Interval passes, the Criteria will +be recalculated and the user-defined formulas will be reviewed by the +program. If a Dead Interval passes without any transactions taking place, +then Intensity = Intensity +240 and #Buys=#Buys-TRR and #Sells=#Sells-TRR and +Buy Offset = Buy Offset- ORR and Sell Offset = Sell Offset - ORR. + +If the user-defined Formulas (see following) indicate that a change in spread +should occur, then if the Offset is zero (in the case of a trade occurring) +or if no trade has occured (during the passing of a Dead Interval), the +system shall perform a Last Trade is Mid calculation around the last +transaction, adjusting the buy and sell prices according to the new Spread +value. + +Any adjustment to the Spread shall respect the Spread-Offset Minimum. If a +reduction in the Spread should violate the Spread-Offset Minimum, then the +Buy Offset (or Sell Offset, or both as appropriate) shall be reduced +accordingly. Similarly, if the Offset is increased by a Transaction Formula +to a level greater than the Spread, the Spread shall be increased to maintain +the Spread-Offset Minimum. + +GUI/Formulas Example: + +Constants +Intensity Factor: [4] +Dead Interval: [240] +Offset Reversion Ratio (ORR): [0.3] +Transaction Reversion Ratio (TRR): [0.3] +Spread Minimum [0.04] +Spread Maximum [0.50] +Offset Minimum [0] +Offset Maximum [0.49] +Spread-Offset Minimum [0.01] + + INPUTS OUTPUTS +Intensity Formula +Formula # Intensity Spread Offset Suspension +S1 >220 -0.01 n/a F +S2 <30 +0.01 n/a F +S3 <10 +0.02 n/a F + +Transaction Formula +Formula # # Transactions Spread Offset Suspension +V1 <4 n/a -0.01 F +V2 >3 n/a +0.01 F +V3 >5 +0.01 +0.02 F +V4 >10 +0.02 +0.04 F +V5 >15 +0.04 +0.15 F +V6 >20 n/a n/a T + +Note that #Transactions would be #Buys or #Sells, as appropriate. Note also +that #Buys and #Sells are not intended to be an absolute count, but rather +are a moving measure of the number of buys or sells which have recently +occured. + +In this example, all Constants and Formulae are editable by the user through +the GUI. + + +Simulation + +Obviously, if we want to proceed, we will want to conduct several simulations +to prove concepts and evaluate responsiveness. However, to give some idea of +how the above might work when a market starts to run in a particular +direction, please see the attached: + + + + +Additional Features + +System Notifications + +There should be two kinds of notifications for the Robotrader, which will be +similar to Stack Manager Garbage Checks: Warning and Failure levels for both +Offset and Price. The warning levels will trigger a pager message. The +Failure levels will trigger a pager message and the product will be +automatically suspended. The Price checks will be against prices input by the +trader (not relative price movements, but actual price). There should be both +maximum and minimum price checks (e.g. gas is trading at $5.50. The +notification levels could be $8 at the top end and $2 at the bottom end). +Offset checks will only be against a maximum value. + + + + +Dave" +"arnold-j/all_documents/67.","Message-ID: <31734334.1075849625626.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 01:21:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jeffrey.shankman@enron.com, craig.breslau@enron.com, mark.tawney@enron.com, + john.nowlan@enron.com +Subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. + Experience Enron trading floor tour 2:30-3:00 PM +Cc: george.wasaff@enron.com, jennifer.medcalf@enron.com, carrie.robert@enron.com, + larry.gagliardi@enron.com, jennifer.burns@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: george.wasaff@enron.com, jennifer.medcalf@enron.com, carrie.robert@enron.com, + larry.gagliardi@enron.com, jennifer.burns@enron.com +X-From: Sarah-Joy Hunter +X-To: Jeffrey A Shankman, Craig Breslau, Mark Tawney, John L Nowlan +X-cc: George Wasaff, Jennifer Medcalf, Carrie A Robert, Larry Gagliardi, Jennifer.Burns@enron.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + + This e-mail confirms the date, time, and location for the meeting between +Enron and Continental. + + +DATE: Tuesday, December 12th + +TIME: 1:30-2:30 PM + +LOCATION: Enron Building 50 M03 + +TOUR (gas trading floor EB 32 and Enron Online EB 27): 2:30-3:00 PM + +The purpose for the December 12th meeting is to address three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. " +"arnold-j/all_documents/670.","Message-ID: <23830298.1075857605155.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 08:50:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.walker@enron.com +Subject: Re: RISK Magazine Interview +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Walker +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jennifer: +I don't think we have much interest in doing this interview since it +primarily pertains to our views of the market. I would speak in such +generalities that it probably wouldn't be a good interview. +John + + + + + +Jennifer Walker@ENRON +05/07/2001 08:57 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RISK Magazine Interview + +John: +Kevin Foster with Risk Magazine is working on an article for the June issue +regarding Gas Markets in the U.S. Basically, he is interested in Enron's +opinion of: + +1. Physical Supply/Demand of gas and how this is affecting financial trades +2. Where do we anticipate gas prices going over the summer? +3. The state of the industry--any major issues that may affect the market? + +If this sounds like a story we would be interested in doing, please let me +know and I will coordinate a short phone interview with Kevin Foster. I know +it usually works best for your schedule to do this after 4pm, so please let +me know if Tuesday after 4 would be good for you. + +Thanks for your help and please call me with any questions. + +Jennifer Walker +Public Relations +x3-9964 + + +" +"arnold-j/all_documents/671.","Message-ID: <10128824.1075857605177.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 01:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: steve.lafontaine@bankofamerica.com +Subject: RE: you shudda been in vegas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Lafontaine, Steve"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that night i had so much brain damage i couldnt function. + +as opposed to ???? + + + + +""Lafontaine, Steve"" on 05/07/2001 +06:29:44 AM +To: John.Arnold@enron.com +cc: +Subject: RE: you shudda been in vegas + + +was a great time-sat at bo collins dinner table spoke briefly. by that nite +i had so much brain damage i couldnt function. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, May 04, 2001 11:31 AM +To: LaFontaine, Steve +Subject: Re: its never gonna break + + + +your guys are probably seeing this as well, but, 50 cents higher our +customer biz was 95/5 from buy side. now it's 50/50. can almost smell +blood among the producers. only problem is trade is sooooo short they cant +see straight. were the market still not so fundamentally overvalued right +now i'd be looking for a 25 cent move up. just can't see that happening at +this level though. + + +********************Legal Disclaimer************************** +This email may contain confidential information and is + only for the use of the intended or named recipient. It +has been prepared solely for informational purposes +from sources believed to be reliable, and is not a +solicitation, commitment or offer. All information is +subject to change without notice, and is provided +without warranty as to its completeness or accuracy. If + you are not the intended recipient, you are hereby +notified that any review, dissemination, distribution, +copying or other use of this email and its attachments +(if any) is strictly prohibited and may be a violation of +law. If you have received this email in error, please +immediately delete this email and all copies of it from +your system (including any attachments), destroy any +hard copies of it, and notify the sender. Thank you. + +" +"arnold-j/all_documents/672.","Message-ID: <13526217.1075857605199.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 01:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: ng +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i guess i have to keep my 395 price target. just nothing bullish in the near +term except crude. and that's not enough now. need to get to a new price +regime to pick up more demand quickly. + + +From: Jennifer Fraser/ENRON@enronXgate on 05/06/2001 05:47 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng + +what do you think this week and next 3 weeks-----june expiry 4.20? + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 25, 2001 7:00 PM +To: Fraser, Jennifer +Subject: Re: please fill in--i lost the scrap of paper + +my numbers from mar 15. would raise jun-augy by 10 cents because of the +supportive weather we had from mar 15-apr 15 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: please fill in--i lost the scrap of paper + + + + arnold +May-01 455 +Jun-01 395 +Jul-01 370 +Aug-01 350 +Sep-01 350 +Oct-01 360 +Nov-01 360 +Dec-01 325 +Jan-02 280 + + + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/all_documents/673.","Message-ID: <3858990.1075857605221.JavaMail.evans@thyme> +Date: Mon, 7 May 2001 01:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +none + + +From: John J Lavorato/ENRON@enronXgate on 05/07/2001 07:46 AM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Harry +Arora/ENRON@enronXgate, Berney C Aucoin/HOU/ECT@ECT, Edward D +Baughman/ENRON@enronXgate, Tim Belden/ENRON@enronXgate, Christopher F +Calger/ENRON@enronXgate, Derek Davies/CAL/ECT@ECT, Mark Dana +Davis/HOU/ECT@ECT, Joseph Deffner/ENRON@enronXgate, Paul Devries/TOR/ECT@ECT, +W David Duran/HOU/ECT@ECT, Chris H Foster/ENRON@enronXgate, Chris +Gaskill/ENRON@enronXgate, Doug Gilbert-Smith/Corp/Enron@ENRON, Rogers +Herndon/HOU/ECT@ect, Ben Jacoby/HOU/ECT@ECT, Scott Josey/ENRON@enronXgate, +Kyle Kitagawa/CAL/ECT@ECT, Fred Lagrasta/ENRON@enronXgate, John J +Lavorato/ENRON@enronXgate, Eric LeDain/CAL/ECT@ECT, Laura +Luce/Corp/Enron@Enron, Thomas A Martin/ENRON@enronXgate, Jonathan +McKay/CAL/ECT@ECT, Ed McMichael/HOU/ECT@ECT, Don Miller/ENRON@enronXgate, +Michael L Miller/ENRON@enronXgate, Rob Milnthorp/CAL/ECT@ECT, Jean +Mrha/ENRON@enronXgate, Scott Neal/HOU/ECT@ECT, David Parquet/SF/ECT@ECT, +Kevin M Presto/HOU/ECT@ECT, Brian Redmond/ENRON@enronXgate, Hunter S +Shively/ENRON@enronXgate, Fletcher J Sturm/HOU/ECT@ECT, ""Swerzbin, Mike"" +@SMTP@enronXgate, C John Thompson/ENRON@enronXgate, +Carl Tricoli/Corp/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Frank W +Vickers/NA/Enron@Enron, Lloyd Will/HOU/ECT@ECT, Greg Wolfe/ENRON@enronXgate, +Max Yzaguirre/NA/Enron@ENRON, John Zufferli/CAL/ECT@ECT +cc: +Subject: + +I asked everyone for their A/A needs and received very little feedback. +Please respond promptly. + + +Thanks + +John + +" +"arnold-j/all_documents/674.","Message-ID: <30883911.1075857605243.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: steve.lafontaine@bankofamerica.com +Subject: Re: its never gonna break +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Lafontaine, Steve"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +your guys are probably seeing this as well, but, 50 cents higher our customer +biz was 95/5 from buy side. now it's 50/50. can almost smell blood among +the producers. only problem is trade is sooooo short they cant see +straight. were the market still not so fundamentally overvalued right now +i'd be looking for a 25 cent move up. just can't see that happening at this +level though. " +"arnold-j/all_documents/675.","Message-ID: <12397991.1075857605264.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +only if you promise to post regular updates on the trucking market. + +call chris gaskill to get the password. + + +From: Matthew Arnold/ENRON@enronXgate on 05/04/2001 10:22 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + + sign me up for the gas message board + +" +"arnold-j/all_documents/676.","Message-ID: <22355.1075857605286.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:26:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +will see you there (most probably) + + +From: Kim Ward/ENRON@enronXgate on 05/04/2001 10:18 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +My floor looks good - now i just have to paint. Have fun in San Antonio. +Monday morning? + + -----Original Message----- +From: Arnold, John +Sent: Friday, May 04, 2001 9:38 AM +To: Ward, Kim S. +Subject: Re: + +i like that feeling...as long as someone doesnt punch you in the gut. i'm +going to san antonio at lunch today to play soccer so i just took the day +off. catching up on 2 weeks of email. i know how to relax don't i + + +From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Every single muscle in my stomach is sore. + + + + + +" +"arnold-j/all_documents/677.","Message-ID: <6635126.1075857605307.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:19:00 -0700 (PDT) +From: john.arnold@enron.com +To: adam.r.bayer@vanderbilt.edu +Subject: Re: Hi +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Bayer, Adam Ryan"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey Adam: +sorry for the delay. just been very busy. congrats on joining enron. think +you made the right chioce. i would recommend structuring. it's a good way +to understand how enron works, how we look at and manage risk, and you get +close to the trading component. a friend of mine, ed mcmichael runs the gas +structuring group. try emiling him probably at emcmich@enron.com. keep in +touch, +john + + + + +""Bayer, Adam Ryan"" on 04/10/2001 03:06:34 PM +To: John.Arnold@enron.com +cc: +Subject: Hi + + +Hi John, + +I hope your gas markets are moving nicely this week. Its +been a long time since we talked, but a lot has happened. +But the most important thing has been my decision to join +Enron. At this point, I am looking around for a rotation, +and I have received a lot of advice pointing me towards +Gas/Power Structuring and RAC rotations. I am wondering if +you know some people in these areas who might be looking +for analysts. I have heard that traders work closely with +the structured finance and RAC guys, true? If you have +time please let me know if you know of anything. + +Thanks, + +Adam Bayer + + +" +"arnold-j/all_documents/678.","Message-ID: <15189399.1075857605329.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: <> - Quigley050401 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +this is my idea of vacation..." +"arnold-j/all_documents/679.","Message-ID: <6121748.1075857605350.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 03:04:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Fimat (Soc Gen Line) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes i will + + +From: Sarah Wesner/ENRON@enronXgate on 05/04/2001 09:50 AM +To: John Arnold/HOU/ECT@ECT +cc: Joseph Deffner/ENRON@enronXgate +Subject: Fimat (Soc Gen Line) + +John - I got a call from Warren Tashnek today. He is concerned about the +usage of the Fimat line because the trading volume is not covering its +costs. He wanted to know how to increase business with Enron. I referred +him to you. As you know, he is so nice and not trying to start a fight with +us but needs more trades to justify the cost of the line. Will you please +address this with him? + +Thanks, Sarah + + + + +" +"arnold-j/all_documents/68.","Message-ID: <11260135.1075849625653.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 01:21:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com, peter.goebel@enron.com +Subject: Product Quotes and Software License Agreement (BMC / EBS info) +Cc: glenn.lewis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: glenn.lewis@enron.com +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf, Peter Goebel +X-cc: Glenn Lewis +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer and Peter, welcome back...! + +Attached are the notes from the EBS team and BMC organization regarding the +proposals to EBS and Net Works (etc.) from BMC. + +I am curious, Peter (or Glenn), if it is reasonable of BMC to make the +statement to the effect that, ""...the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place..."". Is that cutting it +close on the restraint of trade issue? + +Bob McAuliffe has informed me in a note that if his people (Matson & Cumming) +choose the BMC product at testing conclusion, he would support their +decision. Smith and Ogg have given ""no go"" indications. I have received +that information from Bruce Smith in a telephone conversation, but Jim Ogg's +lack of communication with me is what I have used to draw a similar +conclusion for his situation... + +BMC and EBS both, I believe, are wanting GSS to do the contract work for this +deal. It is my understanding, Peter, that the timing of that request might +be a problem for your guys...Perhaps we should have a quick, informal pow-wow +about this? + +Thanks, +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/07/2000 05:55 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications + Subject: Product Quotes and Software License Agreement + +Jeff, + +Attached are all the outstanding deal proposals from BMC. Lets push for some +addl discounts so we can get each of these guys a ""win"". I have asked our +BMC contacts to reduce these quotes already due to our partnership but I am +sure you know how to handle this best. + +We need your help Jeff, we cant do it without you. + +Thanks, + +STeve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/07/00 05:55 PM +----- + + Ann_Munson@bmc.com + 12/07/00 10:13 AM + + To: Stephen Morse/Enron Communications@Enron Communications + cc: Chaz Vaughan/Enron Communications@Enron Communications, +Bernie_Goicoechea@bmc.com + Subject: Product Quotes and Software License Agreement + + + +Hi Steve, + +It was nice talking to you. Included here are the Product quotes that we +sent to the groups. The Incontrol has multiple spreadsheets for Bruce +Smith's projects. Real Media is for Everett. The other two are self +explanatory. + +The concern that we have is that there is still not a quote for Jim Ogg and +therefore it is not a quantified amount for the deal we're doing together. +That is significant because it effects discounts, volume, and certainly the +more BMC product that Enron targets the better for this deal. + +As mentioned in the phone call, I'll send you a soft copy of the Enron Corp +(which includes EBS) software license agreement with BMC if I can get it for +you. Otherwise it will be a hard copy when you come over today. It +includes the terms of liability, warranty, etc. + +I look forward to seeing you today. + +Best regards, +Ann + <> <> +<> <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - Enron RealMedia KM Order 2.xls + - Enron - Doug Cummins team.xls + - Enron - Randy Matson team.xls + - Enron INCONTROL Product Order Form 11-28-00.xls + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 02:46 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: The EBS Enron agreement + +Hi Jeff, + +I hope you are doing well. There have been some interesting developments on +the way to the Enron Broadband/BMC agreement since we last spoke. +Apparently, it is extremely important to Jim Crowder to get this agreement +in place by December 15. As a result of the conversation between Jim +Crowder and Jeff Hawn, BMC Exec., I have been directed to help Steve Morse +and Chaz Vaughan in leveraging the best deal possible for the various +projects that Enron is considering with BMC. As you are aware, we have +already proposed several individual deals. In addition to those we are +including some deals in which there has been an expressed interest so that +Enron can take advantage of the pricing that this partnership will bring to +you. + +The purpose of this e-mail is to give you a heads up on the acceleration of +timing that we have been directed to work towards and to let you know that +we have already agreed to bring our price down in order to make the price +more attractive to Enron. We would very much appreciate your help in +expediting the process of bringing this agreement to closure. In my next +e-mail I will send you a list of all the outstanding BMC proposals to Enron. + +Best regards, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 03:34 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: BMC Projects at Enron + + +Hi Jeff, + +Here's the attachments I told you that I would send you. The Incontrol +contains two spreadsheets. + + <> <> +<> <> <> <> <> + +Taker care, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - Enron - Doug Cummins team.xls + - Enron - Randy Matson team.xls + - Enron - Ogg's DBs.xls + - Enron INCONTROL Products.xls + - Enron Wholesale UNIX - Storage.xls + - EBS-Storage1.doc + - Enron RealMedia KM Order 2.xls +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:36 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: Application of the Discount + +Hi Jeff, + +I'm sure you already realize this, but for the sake of clarification, it's +important to make sure that I state that the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place. + +Best regards, +Ann + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:55 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'Chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" + Subject: Please Use this Attachment... + + +....to replace the Word Document that I sent you previously. As per my +voice mail to you. + + <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - EBS Backoffice - Storage.xls" +"arnold-j/all_documents/680.","Message-ID: <10331484.1075857605372.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:46:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.disturnal@enron.com, john.griffith@enron.com, mike.maggi@enron.com +Subject: option candlesticks technical paper +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Disturnal, John Griffith, Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/04/2001 09:40 +AM --------------------------- + + +SOblander@carrfut.com on 05/04/2001 09:31:27 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks technical paper + + +Several people have asked how to read the Carr Futures option candlestick +charts. +Attached is a research note discussing tracking and trading option +volatility. + +(See attached file: Tracking and Trading Nat Gas Vols.pdf) + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + - Tracking and Trading Nat Gas Vols.pdf +" +"arnold-j/all_documents/681.","Message-ID: <30636520.1075857605394.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: <> - Quigley050401 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +do you know what my user id and password are? +---------------------- Forwarded by John Arnold/HOU/ECT on 05/04/2001 09:33 +AM --------------------------- + + +eserver@enron.com on 05/04/2001 10:37:18 AM +To: ""john.arnold@enron.com"" +cc: +Subject: <> - Quigley050401 + + +The following expense report is ready for approval: + +Employee Name: Henry Quigley +Status last changed by: Automated Administrator +Expense Report Name: Quigley050401 +Report Total: $107.45 +Amount Due Employee: $107.45 + + +To approve this expense report, click on the following link for Concur +Expense. +http://xms.enron.com + +" +"arnold-j/all_documents/682.","Message-ID: <15233102.1075857605416.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:38:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i like that feeling...as long as someone doesnt punch you in the gut. i'm +going to san antonio at lunch today to play soccer so i just took the day +off. catching up on 2 weeks of email. i know how to relax don't i + + +From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Every single muscle in my stomach is sore. + + +" +"arnold-j/all_documents/683.","Message-ID: <2435575.1075857605437.JavaMail.evans@thyme> +Date: Fri, 4 May 2001 02:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: kevin.mcgowan@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin McGowan +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +absolutely...though i'm not sure how you do it. call chris gaskill and he +should be abl to help. + + +From: Kevin McGowan/ENRON@enronXgate on 05/04/2001 09:33 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +John, + +Could I get access to the gas message board? + +KJM + +" +"arnold-j/all_documents/684.","Message-ID: <31870616.1075857605459.JavaMail.evans@thyme> +Date: Thu, 3 May 2001 08:55:00 -0700 (PDT) +From: kristin.gandy@enron.com +To: jarnold@enron.com +Subject: Vandy Team - Get Together +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Kristin Gandy"" +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kristin Gandy has sent you an Evite Invite! + +To view your Invite, simply click the following Web address: +http://evite.citysearch.com/r?iid=EWFPZQLYXVCWYUZGPPNX + + + +This Evite Invite is covered by Evite's privacy policy*. +To view this privacy policy, click here: +http://evite.citysearch.com/privacy + + + + +******************************** +Workin' for the weekend? - With only two days to call your +own, you've got to make them count. The Citysearch Weekend Guide makes +workin' for the weekend worth it. +http://weekend.citysearch.com?cslink=nsltr-evite-invite + +Need some help? See below! +********************************* + + + + + + + + +Perhaps your E-mail program doesn't recognize the Web address as an active +link. No problem! You can copy and paste the Web address into your Web +browser. + +Here are instructions on how to copy and paste: +a. With your mouse, highlight the *entire* Web address above +b. Select the EDIT menu and choose COPY +c. Go to your Web browser and *click inside* the window where +you normally type a Web address to visit +d. Select the EDIT menu and choose PASTE +e. Now hit ENTER on your keyboard to take you to the Web address + +It's that easy! :-) + +If you would like further assistance, we're happy to help - please send +E-mail to support@evite.citysearch.com + +* Updated 01/09/01." +"arnold-j/all_documents/685.","Message-ID: <20061364.1075857605486.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 09:29:00 -0700 (PDT) +From: john.lavorato@enron.com +To: phillip.allen@enron.com, john.arnold@enron.com, harry.arora@enron.com, + edward.baughman@enron.com, sally.beck@enron.com, + tim.belden@enron.com, christopher.calger@enron.com, + remi.collonges@enron.com, wes.colwell@enron.com, + derek.davies@enron.com, mark.davis@enron.com, + joseph.deffner@enron.com, glen.devries@enron.com, + paul.devries@enron.com, w.duran@enron.com, chris.foster@enron.com, + doug.gilbert-smith@enron.com, orlando.gonzalez@enron.com, + mark.haedicke@enron.com, rogers.herndon@enron.com, + ben.jacoby@enron.com, scott.josey@enron.com, joe.kishkill@enron.com, + kyle.kitagawa@enron.com, fred.lagrasta@enron.com, + john.lavorato@enron.com, eric.ledain@enron.com, laura.luce@enron.com, + thomas.martin@enron.com, jonathan.mckay@enron.com, + don.miller@enron.com, michael.miller@enron.com, + rob.milnthorp@enron.com, jean.mrha@enron.com, scott.neal@enron.com, + david.oxley@enron.com, david.parquet@enron.com, + beth.perlman@enron.com, kevin.presto@enron.com, + brian.redmond@enron.com, hunter.shively@enron.com, + fletcher.sturm@enron.com, mike.swerzbin@enron.com, + c.thompson@enron.com, carl.tricoli@enron.com, + barry.tycholiz@enron.com, frank.vickers@enron.com, + brett.wiggs@enron.com, greg.wolfe@enron.com, max.yzaguirre@enron.com, + john.zufferli@enron.com +Subject: +Cc: louise.kitchen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: louise.kitchen@enron.com +X-From: John J Lavorato +X-To: Phillip K Allen, John Arnold, Harry Arora, Edward D Baughman, Sally Beck, Tim Belden, Christopher F Calger, Remi Collonges, Wes Colwell, Derek Davies, Mark Dana Davis, Joseph Deffner, Glen Devries, Paul Devries, W David Duran, Chris H Foster, Doug Gilbert-Smith, Orlando Gonzalez, Mark E Haedicke, Rogers Herndon, Ben Jacoby, Scott Josey, Joe Kishkill, Kyle Kitagawa, Fred Lagrasta, John J Lavorato, Eric LeDain, Laura Luce, Thomas A Martin, Jonathan McKay, Don Miller, Michael L Miller, Rob Milnthorp, Jean Mrha, Scott Neal, David Oxley, David Parquet, Beth Perlman, Kevin M Presto, Brian Redmond, Hunter S Shively, Fletcher J Sturm, Mike Swerzbin, C John Thompson, Carl Tricoli, Barry Tycholiz, Frank W Vickers, Brett R Wiggs, Greg Wolfe, Max Yzaguirre, John Zufferli +X-cc: Louise Kitchen +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello everyone. + +In December we decided to kill our planned offsite due to market volatility. +Louise and I would like to get everyone together offsite, probably in late +June (once Louise is back from holiday (just kidding)). I think it's time to +go have a little fun with the group driving Enron's success. + +I would like suggestions as to: + +1) Where to go. + +2) What should be the focus of the business meetings. + +3) Should we have business meetings or should we do something else (ie. +climb a mountain)? I'm not a strong bid on climbing a mountain. + +4) And any other ideas you have. + +In addition I would like to start having staff meetings about once a month. +The first one will be Friday May 11th at 2:30 p.m. Please add this to your +schedule. I have invited everyone who has P/L responsibility. Portland, +Calgary and Toronto will have to be on Video or Phone conference. + +Regards + +John" +"arnold-j/all_documents/686.","Message-ID: <16422148.1075857605507.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 07:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jeff: +To explain the P&L of -349,000 : +We executed the trade when you gave the order (the delta anyway), first thing +in the morning. The market rallied 8 cents from the morning, with the back +rallying about 2.5 cents. On 904 PV contracts, curve shift was -226,000. +The balance, $123,000, is almost exactly $.01 bid/mid, which I think is +pretty fair considering the tenor of the deal and that it included price and +vol. Cal 3 straddles, for instance, are $1.39 / $1.45. + +Looking out for you bubbeh: +John +" +"arnold-j/all_documents/687.","Message-ID: <21840990.1075857605530.JavaMail.evans@thyme> +Date: Wed, 2 May 2001 01:48:00 -0700 (PDT) +From: bob.lee@enron.com +To: mike.maggi@enron.com +Subject: Vol Skew No-Arbitrage Constraints +Cc: john.arnold@enron.com, vince.kaminski@enron.com, zimin.lu@enron.com, + stinson.gibner@enron.com, savita.puthigai@enron.com, + john.griffith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com, vince.kaminski@enron.com, zimin.lu@enron.com, + stinson.gibner@enron.com, savita.puthigai@enron.com, + john.griffith@enron.com +X-From: Bob Lee +X-To: Mike Maggi +X-cc: John Arnold, Vince J Kaminski, Zimin Lu, Stinson Gibner, Savita Puthigai, John Griffith +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +The attached note lists conditions that can be used to verify that a given +vol skew curve does not generate arbitrage opportunities in a strip of option +prices. + +If you have questions or want to discuss implementation, please give me a +call. + +Bob Lee +x35163 " +"arnold-j/all_documents/688.","Message-ID: <29597694.1075857605553.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 09:31:00 -0700 (PDT) +From: laura.luce@enron.com +To: john.arnold@enron.com +Subject: Re: +Cc: john.lavorato@enron.com, hunter.shively@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, hunter.shively@enron.com +X-From: Laura Luce +X-To: John Arnold +X-cc: John J Lavorato, Hunter S Shively +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Following are the working transactions in the Central Region/Gas that include +utility/producer outsourcing: + +3rd Quarter + +Peoples Energy Production Company +PEPC is a wholly owned subsidiary of Peoples Energy/Chicago. Transaction +consists of back-office, risk management and production management for their +Production company. Currently performing due diligence and will be making +proposal (in conjunction with Jean Mrha's group). Total volume of 30,000 +MMbtu/d oil/gas equivalent for 3 years. 50% probability for closure. + +4th Quarter + +MGU-Michigan Gas Utilities +MGU is wholly owned subsidiary of Utilicorp. Transaction is a complete +outsourcing for the utility (28 BCF/year) for a term of 3 years beginning +October 2001. MGU will choose a singular counter-party to proceed to +structure/negotiations in the next few weeks. We have received very positive +feedback from MGU and place our success rate at > 50%. Original transaction +priced as Michigan Index trade, but effort was to determine their choice +counterparty. Initial indications are that the final structure will consist +of a basket of index Daily/FOM and fixed price. Russell Murrell and I have +been working closely with the decision makers at MGU to ensure success. + +SEMCO (Project Pluto) +Utility based in Port Huron, Michigan with sales load of approximately 37 +BCF/year. Portfolio currently outsourced to TransCanada (4/1/1999-3/31/2002) +and has been extremely beneficial to SEMCO. TransCanada (See Gas Daily +4/30/01) currently holds all fixed priced risk for load following and +management at around $3.60 and SEMCO was the only Michigan utility who +effectively managed the arrangements the Michigan utilities negotiated with +their commission. Bids are due in August and a counterparty will be chosen +3rd/4th quarter 2001 for a 3 year transaction commencing 4/1/2002. Visited +their office with Sylvia Pollan on 4/11 and our risk is removing the +incumbent, TransCanada. SEMCO will be proposing a fixed price structure to +Michigan commission. + +On MGU and SEMCO, the Michigan commission will play a significant role in +dictating final structures. If Enron is not successful, these utilities will +be managed by other 3rd parties and we will keep you abreast of structure +outcomes. + +Thanx, +Laura + + + + + + + John J Lavorato/ENRON@enronXgate + 04/25/2001 05:48 PM + + To: Jean Mrha/ENRON@enronXgate, Barry Tycholiz/NA/Enron@ENRON, Frank W +Vickers/NA/Enron@Enron, Laura Luce/Corp/Enron@Enron + cc: John Arnold/HOU/ECT@ECT + Subject: + +John Aronld was curious about the outsourcing deals we were pursuing. Could +you please update him on the deals we are getting close on. + +John +" +"arnold-j/all_documents/689.","Message-ID: <4000444.1075857605575.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 08:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.roberts@enron.com +Subject: Re: No Cracks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike A Roberts +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +almost forgot about you.... +will take care of . we'll keep you guys together close to the traders. + + + + + + From: Mike A Roberts 05/01/2001 09:48 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: No Cracks + + +Johnny, + +Please don't let my group fall through the cracks! + +We'd like to be as close to your desk in the new building as possible (8 +seats) + +unless you think we should focus on one of the geographical desks + +- Mike + + + +" +"arnold-j/all_documents/69.","Message-ID: <2108309.1075849625676.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 02:30:00 -0800 (PST) +From: craig.brown@enron.com +To: heidi.smith@enron.com, jennifer.medcalf@enron.com +Subject: Invitation: Doug Bloss- Armstrong 3AC 18C1 (Dec 13 01:00 PM CST) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Craig H Brown +X-To: Heidi Smith, Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Meeting w/Armstrong Services to see what opportunities are available to enter +into a joint capital venture percentage for mutually beneficial partnership." +"arnold-j/all_documents/690.","Message-ID: <25942658.1075857605596.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 05:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: soblander@carrfut.com +Subject: Re: Please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: SOblander@carrfut.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no + + + + +SOblander@carrfut.com on 05/01/2001 11:44:40 AM +To: soblander@carrfut.com +cc: +Subject: Please respond + + +Carr is hosting an enymex presentation at our office in New York this +Monday, May 7th from 2-4 PM. We are double checking our head count to make +sure that we will be ready for the people attending the presentation. +If you would, please reply to this email with a yes or a no to indicate +your intentions of attending this enymex presentation. +Thank you. + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + +" +"arnold-j/all_documents/691.","Message-ID: <11980082.1075857605618.JavaMail.evans@thyme> +Date: Tue, 1 May 2001 01:11:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.disturnal@enron.com, john.griffith@enron.com +Subject: option candlesticks as a hot link +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Disturnal, John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 05/01/2001 08:10 +AM --------------------------- + + +SOblander@carrfut.com on 05/01/2001 07:51:18 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks48.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/692.","Message-ID: <22659923.1075857605640.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 14:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Stranger: +Any interest in getting a drink or dinner Tuesday? havent seen you in +forever." +"arnold-j/all_documents/693.","Message-ID: <2530191.1075857605663.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:58:00 -0700 (PDT) +From: john.arnold@enron.com +To: jean.mrha@enron.com +Subject: RE: Your note +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jean Mrha +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +my email as far as i know is jarnold@enron.com. not on msn though. +i made space for your 8 people as well as ferries, roberts, and the other +person (??) you requested. Come down tomorrow and i'll show you the layout +again. +john + + +From: Jean Mrha/ENRON@enronXgate on 04/30/2001 08:34 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: Your note + +Arnold, + +I am trying to talk via MSN messenger service and it will not accept +jarnold@enron.com or any other reasonable email path. What is your official +email path? I am assuming that you are using Outlook. I am here at work +trying to close a deal. + +I will forward your message to Grass, but I want to visually see the layout +of the floor. I will end up having spots on five and six. Also, Nelson +Ferries' and Linda Roberts' location are very important to the +Wellhead/Ecommerce effort. And yes, John will need room to grow. + +What did you think of the article? + +Mrha + + + + -----Original Message----- +From: Arnold, John +Sent: Monday, April 30, 2001 8:23 PM +To: Mrha, Jean +Subject: + +Jean: +I think the location i talked about before is actually better for you. The +area towards the edge of the building borders the northeast gas group, +long-term originators, and mid-market orig group. not exactly who you need +to be around. the location in the center is much closer to the east gulf +group, specifically sandra, and the same distance to the central and texas +trading groups. most importantly, it provides room for both your group and +the trading group to expand. call me if you want to talk further.... +thanks for the article. +john + +" +"arnold-j/all_documents/694.","Message-ID: <11461640.1075857605685.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Advisory invoice +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you take care of this... +---------------------- Forwarded by John Arnold/HOU/ECT on 04/30/2001 08:26 +PM --------------------------- + + +""Mark Sagel"" on 04/27/2001 10:14:42 AM +To: ""John Arnold"" +cc: +Subject: Advisory invoice + + + +John: +? +Attached is the invoice covering the current period. +? +Hope all is well. No changes on analysis.? Market will have occasional +rallies (not significant) but all evidence shows lower levels to be seen.? +Most bearish case shows decline until late May or first two weeks of June.? +Prices from 420 - 380. + - invoice enron 9943.doc +" +"arnold-j/all_documents/695.","Message-ID: <33354656.1075857605707.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:22:00 -0700 (PDT) +From: john.arnold@enron.com +To: jean.mrha@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jean Mrha +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Jean: +I think the location i talked about before is actually better for you. The +area towards the edge of the building borders the northeast gas group, +long-term originators, and mid-market orig group. not exactly who you need +to be around. the location in the center is much closer to the east gulf +group, specifically sandra, and the same distance to the central and texas +trading groups. most importantly, it provides room for both your group and +the trading group to expand. call me if you want to talk further.... +thanks for the article. +john" +"arnold-j/all_documents/696.","Message-ID: <31373953.1075857605728.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 13:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: edie.leschber@enron.com +Subject: Re: March 2001/1Q 2001 Reporting Package +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Edie Leschber +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +would like to meet to review to make sure i understand. may only take a +couple minutes. are you free at 330 on tuesday? + + +From: Edie Leschber/ENRON@enronXgate on 04/30/2001 10:28 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: March 2001/1Q 2001 Reporting Package + +John, +I have the reporting package for March 2001 and 1Q 2001 for the Financial +Team for you. +Would you like to meet to review or would you prefer that I just deliver it +to you for your review? + +Thank you, +Edie Leschber +X30669 + +" +"arnold-j/all_documents/697.","Message-ID: <27687807.1075857605750.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 10:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: pulaski +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remind jim how the h/j/k spread acted this year. granted it won't behave +that way again until close to expiry, but i like the j/k outright much moreso +than the condor. + + + + +Caroline Abramo@ENRON +04/30/2001 12:24 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: pulaski + + +---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/30/2001 +01:23 PM --------------------------- + + +Jim Pulaski on 04/30/2001 12:17:09 PM +To: ""Caroline. Abramo (E-mail)"" +cc: + +Subject: + + +btw, that wasnt me buying the f-g/j-k on friday at 4 + + + +" +"arnold-j/all_documents/698.","Message-ID: <16120781.1075857605771.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 02:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/30/2001 09:30 +AM --------------------------- + + +""Mark Sagel"" on 04/29/2001 06:50:29 PM +To: ""John Arnold"" +cc: +Subject: natural update + + + +Latest comments FYI + - ng042901.doc +" +"arnold-j/all_documents/699.","Message-ID: <23497393.1075857605793.JavaMail.evans@thyme> +Date: Mon, 30 Apr 2001 01:25:00 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ina Rangel +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +John, + +Her name is Erin E. McGarry. Her number is 305-674-5774. She is the direct +contact that Becky has been using. + +-Ina + + + + +John Arnold +04/29/2001 07:45 PM +To: Ina Rangel/HOU/ECT@ECT +cc: +Subject: + +can you get me the number of our contact at the Delano. I have a personal +favor to ask them. +john + +" +"arnold-j/all_documents/7.","Message-ID: <8112173.1075849624135.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 00:12:00 -0800 (PST) +From: matt.harris@enron.com +To: jennifer.stewart@enron.com +Subject: Re: SAP Update +Cc: gary.waxman@enron.com, paula.austin@enron.com, dale.clark@enron.com, + patrick.tucker@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: gary.waxman@enron.com, paula.austin@enron.com, dale.clark@enron.com, + patrick.tucker@enron.com +X-From: Matt Harris +X-To: Jennifer Stewart +X-cc: Gary Waxman, Paula Austin, Dale Clark, Patrick Tucker +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Hi All, + +I think we should play hard ball with these guys. They want a great deal +more business, and we are going to have to see something in return for us to +pull this trigger this year or early next year. Lets have them help us find +opportunity. Also - Gary's idea of longer term is a good one. Especially +for a company of this size. + +Re Rex, all BW deals go through EBS so we are accountable for the BW +opportunity. + +Couple things + +1. Dale/Patrick - can you guys please get involved here. Gary has done a +good job bringing in a live deal. We need some focus to make it happen. +2. Paula - can you please setup a conf call for Thurs, 11/30, morn. Gary, +Jennifer S, Dale, Tucker, and myself should be on the call. + +Thanks! + +MH + + + + Jennifer Stewart@ENRON + 11/29/00 05:11 AM + + To: Gary Waxman/Enron Communications@ENRON COMMUNICATIONS + cc: Matt Harris/Enron Communications@Enron Communications + Subject: Re: SAP Update + +Gary, +On the Rex issue, I think that we need to talk to him. I am under the +impression that he does not get compensated for broadband but I might be +wrong. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + Gary Waxman@ENRON COMMUNICATIONS + 11/28/2000 07:05 PM + + To: Matt Harris/Enron Communications@Enron Communications, Jennifer +Stewart/NA/Enron@ENRON + cc: + Subject: SAP Update + +Spoke with Curtis today: + +- he is still waiting for Dietmar to provide us the international cities etc +so that we can size the opportunity +- reiterated what we learned on the call -- their is no storage opporunity +since they self-serve +- told him we doubted that their network is at 60-70% utilization and there +may be some intermediation opp yet to be discovered +- we talked extensively about EBS' concern that the size of this deal appears +small, my comment was that we can create a larger deal by extending the terms +to 10-years (or something greater than 2 years) with bi-annual renewals, this +also ensures the two companies pro-actively work with each other +- Curits keeps asking me about deal size and I stated that if we don't get +specific requirements from SAP we can not place a value on the deal so there +is no use trying to pull a number out of thin air. +- Curtis asked about Rex and whether he gets comped for broadband - he is +concerned about cutting Rex out since they were his first contact, I need +help on this -- Anyone? + +Bottom Line - ball is in their court to provide us details so we can take +something to structuring and size the opportunity. + + +------------------------------------------------------------- +Gary Waxman +Director, Enterprise Group +Enron Broadband Services +2100 SW River Parkway +Portland, OR 97201 +Mobile: 503-807-8923 +Desk: 503-886-0196 +Fax: 503-886-0441 +------------------------------------------------------------- + + +" +"arnold-j/all_documents/70.","Message-ID: <880742.1075849625699.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 04:14:00 -0800 (PST) +From: walton.agnew@enron.com +To: jennifer.medcalf@enron.com, sarah-joy.hunter@enron.com +Subject: Dell and Continental Status +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Walton Agnew +X-To: Jennifer Medcalf, Sarah-Joy Hunter +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +After our meeting with Dell on 10/27, I sent a request to Charlie Ball (works +for Kip) for detailed power data from TXU. Charlie delegated the task of +getting this data to Randy Don Carlos, who has yet to return any of my calls +to update the status of the request. + +Charlie Ball left me a message this morning indicating that Randy Don Carlos +was leaving Dell at the end of the month. He indicated that he will get the +information to me as soon as he can. I'm not sure, but it seems that no one +has sent the request to TXU yet. TXU generally will send out data within 1-2 +weeks of a request. It has now been 6 weeks since we asked Dell for the data. +Assuming Charlie actually gets someone to send the data request to TXU, we +should get something by the end of the year. + +Similarly, Continental has not yet sent over data that they were to request +from HL&P. I talked with someone in Mark's group on 12/4, and she indicated +that they had the data, but their real estate group wanted to review it +before they sent it to us. On this one also, it is unlikely that any +transaction will get done in this calendar year. + +Please call if you have any questions." +"arnold-j/all_documents/700.","Message-ID: <18589095.1075857605814.JavaMail.evans@thyme> +Date: Sun, 29 Apr 2001 12:45:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you get me the number of our contact at the Delano. I have a personal +favor to ask them. +john" +"arnold-j/all_documents/701.","Message-ID: <1613962.1075857605835.JavaMail.evans@thyme> +Date: Sun, 29 Apr 2001 12:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: epao@mba2002.hbs.edu +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +pookie: +check this out: +www.sailmainecoast.com/index.html" +"arnold-j/all_documents/702.","Message-ID: <13892734.1075857605857.JavaMail.evans@thyme> +Date: Fri, 27 Apr 2001 08:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +212 836 5030" +"arnold-j/all_documents/703.","Message-ID: <23444954.1075857605878.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 10:32:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +kimberly: +any interest in accompanying me to maggi's bd party sat nite?" +"arnold-j/all_documents/704.","Message-ID: <9650499.1075857605900.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 07:28:00 -0700 (PDT) +From: jean.mrha@enron.com +To: john.arnold@enron.com +Subject: Outsourcing Deals +Cc: john.lavorato@enron.com, john.grass@enron.com, frank.vickers@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, john.grass@enron.com, frank.vickers@enron.com +X-From: Jean Mrha +X-To: John Arnold +X-cc: John J Lavorato, John Grass, Frank W Vickers +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Arnold, + +John Grass and myself would be happy to update you on the status of Enron's +Producer One deals. In addition to the three deals listed below, we have a +substantial ""pipeline"" of transactions that are being evaluated and are in +different stages. Besides John Grass, our distribution channels for producer +ecommerce deals are driven by Producer Services (Gary Bryan, Jill Zivley, +Linda Roberts and Jennifer Martinez), Nelson Ferries, Production Offshore as +well as ECR. Enron has just recently completed a nine city road show +targeting the producer community. + +John Grass is also managing the Wellhead desk. + +Regards, Mrha + -----Original Message----- +From: Grass, John +Sent: Thursday, April 26, 2001 12:58 PM +To: Mrha, Jean +Subject: RE: + +We are close to closing the following deals. + +Ocean Energy - 400,000 MMBtu/d, Duke has the supply until October 2001 +Peoples Energy Production - 30,000 MMBtu/d, Highland has the supply for 60 to +90 days after close. +Andex - 30,000 MMBtu/d, ENA upstream will get the supply 60 to 90 days after +close. + + -----Original Message----- +From: Mrha, Jean +Sent: Thursday, April 26, 2001 9:38 AM +To: Grass, John +Subject: FW: + +We should talk about this. + + -----Original Message----- +From: Lavorato, John +Sent: Wednesday, April 25, 2001 5:49 PM +To: Mrha, Jean; Tycholiz, Barry; Vickers, Frank; Luce, Laura +Cc: Arnold, John +Subject: + +John Aronld was curious about the outsourcing deals we were pursuing. Could +you please update him on the deals we are getting close on. + +John" +"arnold-j/all_documents/705.","Message-ID: <27373740.1075857605922.JavaMail.evans@thyme> +Date: Thu, 26 Apr 2001 04:12:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: PIRA +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure + + +From: Jennifer Fraser/ENRON@enronXgate on 04/26/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: PIRA + +They are coming in Sunday night obviously ( the 13th of May) +We may do a dinner around 8pm -- if this is a yes --are you in you? wanna +pick their brains with a one on one? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/all_documents/706.","Message-ID: <5637282.1075857605943.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 12:08:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +may be looking to sell some naked calls soon. can you check that i would be +approved to sell 200 of either 65 or 70's expiring somewhere between jul-jan. + also, if i sell naked calls with a tenor of more than one year that expire +worthless, do the gains get counted as LT cap gains?" +"arnold-j/all_documents/707.","Message-ID: <21641283.1075857605965.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 12:02:00 -0700 (PDT) +From: john.arnold@enron.com +To: jonathan.whitehead@enron.com +Subject: Re: LNG +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jonathan Whitehead +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure, how about thursday at 3:30? would like to get update on ENE's lng +projects as well. + + +Jonathan Whitehead @ ENRON 04/24/2001 07:28 AM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: LNG + +John, I have just arrived in Houston, and will be running the LNG Trading & +Shipping business. I worked for Louise for many years, and took over the +European Gas business from her when she came over here a few years ago. I'd +like to meet you and discuss a few issues. Do you have any time over the next +few days? + +Thanks, +Jonathan + + +" +"arnold-j/all_documents/708.","Message-ID: <28569545.1075857605987.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: please fill in--i lost the scrap of paper +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +my numbers from mar 15. would raise jun-augy by 10 cents because of the +supportive weather we had from mar 15-apr 15 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: please fill in--i lost the scrap of paper + + + + arnold +May-01 455 +Jun-01 395 +Jul-01 370 +Aug-01 350 +Sep-01 350 +Oct-01 360 +Nov-01 360 +Dec-01 325 +Jan-02 280 + + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/all_documents/709.","Message-ID: <4435824.1075857606011.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: PIRA Global Oil and Natural Outlooks- Save these dates. +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are we first? if not, when does the road show start and/or when does the +basic theme get distributed around the industry? + + +From: Jennifer Fraser/ENRON@enronXgate on 04/20/2001 09:10 AM +To: Cathy Phillips/HOU/ECT@ECT, Mark Frevert/ENRON@enronXgate, Mike +McConnell/HOU/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Doug +Arnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Alan Aronowitz/HOU/ECT@ECT, +Pierre Aury/LON/ECT@ECT, Sally Beck/HOU/ECT@ECT, Rick +Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stephen H +Douglas/ENRON@enronXgate, Shanna Funkhouser/ENRON@enronXgate, Eric +Gonzales/LON/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Vince J +Kaminski/HOU/ECT@ECT, Larry Lawyer/ENRON@enronXgate, Chris +Mahoney/LON/ECT@ECT, George Mcclellan/ENRON@enronXgate, Thomas +Myers/ENRON@enronXgate, John L Nowlan/HOU/ECT@ECT, Beth +Perlman/ENRON@enronXgate, Brent A Price/ENRON@enronXgate, Daniel +Reck/ENRON@enronXgate, Cindy Skinner/ENRON@enronXgate, Stuart +Staley/LON/ECT@ECT, Mark Tawney/ENRON@enronXgate, Scott +Tholan/ENRON@enronXgate, Lisa Yoho/NA/Enron@Enron, Neil +Davies/ENRON@enronXgate, Per Sekse/NY/ECT@ECT, Stephen H +Douglas/ENRON@enronXgate, Scott Vonderheide/Corp/Enron@ENRON, Jonathan +Whitehead/AP/Enron@Enron, Michael K Patrick/ENRON@enronXgate, Chris +Gaskill/ENRON@enronXgate, John Arnold/HOU/ECT@ECT +cc: Nicki Daw/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, DeMonica +Lipscomb/ENRON@enronXgate, Yvonne Francois/ENRON@enronXgate, Angie +Collins/ENRON@enronXgate, Donna Baker/ENRON@enronXgate, Helen Marie +Taylor/HOU/ECT@ECT, Chantelle Villanueva/ENRON@enronXgate, Betty J +Coneway/ENRON@enronXgate, Patti Thompson/HOU/ECT@ECT, Cherylene +Westbrook/ENRON@enronXgate, Candace Parker/LON/ECT@ECT, Sharon +Purswell/ENRON@enronXgate, Gloria Solis/ENRON@enronXgate, Brenda J +Johnston/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Susan McCarthy/LON/ECT@ECT, +Paula Forsyth/ENRON@enronXgate, Shirley Crenshaw/HOU/ECT@ECT, Kathleen D +Hardeman/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stuart +Cichosz/ENRON@enronXgate, Judy Zoch/NA/Enron@ENRON, Sunita +Katyal/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cherry Mont/NY/ECT@ECT, Lydia +Reeves/HOU/ECT@ECT, Kristy Armstrong/ENRON@enronXgate, Nita +Garcia/NA/Enron@Enron, Christina Brandli/ENRON@enronXgate, Yolanda +Martinez/Corp/Enron@ENRON, Michele Beffer/ENRON@enronXgate, Shimira +Jackson/ENRON@enronXgate +Subject: PIRA Global Oil and Natural Outlooks- Save these dates. + + +PIRA is coming in May to do their semi-annual energy outlook. + +Greg Shuttlesworth- North American Natural Gas --- May 14th 3-5 pm (30 C1) +? New Production Outlook +? Price Direction +? Demand Fundamentals + +Dr. Gary Ross - World Oil Outlook --- May 16th 7-8:30 am --32C2 +? OIl/ Demand/ supply Outlook +? Regional balances +? OPEC Rhetoric + +Jen Fraser +34759 + +" +"arnold-j/all_documents/71.","Message-ID: <5131541.1075849625722.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 04:35:00 -0800 (PST) +From: jim.meyer@enron.com +To: jennifer.stewart@enron.com, shirley.wilson@enron.com +Subject: Spending Reports 99/00 OEC Central Purchasing +Cc: mark.dobler@enron.com, thomas.callaghan@enron.com, ross.newlin@enron.com, + jim.kirkpatrick@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mark.dobler@enron.com, thomas.callaghan@enron.com, ross.newlin@enron.com, + jim.kirkpatrick@enron.com +X-From: Jim Meyer +X-To: Jennifer Stewart, Shirley Jo Wilson +X-cc: Mark Dobler, Thomas Callaghan, Ross Newlin, Jim.Kirkpatrick@enron.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer & Shirley Jo + +As per our earlier conversations, Jim Kirkpatrick (buyer) and I formulated +the attached two (2) spreadsheets regarding OEC Central Purchasing's spending +habits over the past two (2) years. +I have only listed vendors/contractors where we have received in access of +$5k per month and who I feel should be approached about a purchasing +agreement that would benefit all Enron Divisions. +If you have any questions feel free to call. + +Sincerely, +Jim Meyer + +ps I know Roy Hartstein and Michael Frost in your group are interest in this +also. + + + " +"arnold-j/all_documents/710.","Message-ID: <28512610.1075857606033.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Understanding the natural view +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +1. don't know. some industrial shutdown is not gas price dependent. some +will not come back at the same prices it went off. residential conservation +i think is underestimated and has a severe lag effect that will not come back +as prices fall. as far as switching i dont think #2 is the floor some people +think it is. maybe #6 is the floor. +2. you know my outlook for xh, with slightly above normal weather jan goes +out at 2.75 and that is not constrained by a #6 floor. next jv, too far away +to really run the numbers but think natty reestablishes itself as a +$2.50-3.50 commodity. +3. the obvious +4. yes. believe if we end at 2.6 in the ground, the current nymex forward +curve may be fairly priced. my belief is that at the current prices we will +end up with much more than 2.6 and that $5 is not value if we have 2.8 in the +ground and gaining y on y. circular argument that leads to my belief that +prices must fall. +5. not necessarily. will loss of demand with normal weather cancel the fact +that there will be much less demand destruction. probably. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/22/2001 05:54 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Understanding the natural view + + +1- The above spreadsheet looks at HO-NG seasonally. It gives perspective on +'normal relationships'. + +Things I need to clarify about your ng view +1- As gas plummets are you assuming that it regains all demand (industrial +shutdowns and fuel switchers)? +2-What is your outlook for Nov-Mar 01 and Ap-oct 02 +3- How does your view change with a normal, cold or warm winter ? +4- Is your view predicated on getting to 2.6 is easy and that world did not +end this past winter a storage level of 2.6? +5- Do you believe that we will need to price some demand out again this +winter? + + +Thanks + +" +"arnold-j/all_documents/711.","Message-ID: <20605443.1075857606055.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 11:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Sixth Floor Layout +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you send jean a list of her seat numbers +---------------------- Forwarded by John Arnold/HOU/ECT on 04/25/2001 06:38 +PM --------------------------- +From: Jean Mrha/ENRON@enronXgate on 04/18/2001 03:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Sixth Floor Layout + + + +John, + +I heard from Wes Colwell that you had been appointed by Lavorato to layout +the sixth floor for gas. This morning I spoke to Wes regarding the placement +of the Upstream/Ecommerce desk on six. I have taken 6 spaces but I need two +more. The two I would like to use (e29 & e30) are currently being occupied +by the Central Region. I would like to move these individuals to two spots +right across from their current location (e35 & e36). + + +For your information, the current six spots that I have are : e17, e18, e21, +e22, e23 and e24. + +Please call when you can. Good luck trading... + +Regards, Mrha +" +"arnold-j/all_documents/712.","Message-ID: <401120.1075857606076.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 10:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks a lot" +"arnold-j/all_documents/713.","Message-ID: <30749785.1075857606097.JavaMail.evans@thyme> +Date: Wed, 25 Apr 2001 07:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +awfully close......" +"arnold-j/all_documents/715.","Message-ID: <18493120.1075857606140.JavaMail.evans@thyme> +Date: Tue, 24 Apr 2001 04:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Power Group +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +Ina Rangel +04/23/2001 05:04 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Power Group + +John, + +Have you cleared everything with Presto about having to move over one row to +make room for Fred's group? + +-Ina + +" +"arnold-j/all_documents/716.","Message-ID: <32724052.1075857606164.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 05:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.griffith@enron.com, john.disturnal@enron.com +Subject: option candlesticks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Griffith, John Disturnal +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/23/2001 12:53 +PM --------------------------- + + +SOblander@carrfut.com on 04/23/2001 10:15:27 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks51.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/718.","Message-ID: <15285951.1075857606208.JavaMail.evans@thyme> +Date: Mon, 23 Apr 2001 00:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: bartonbarile113@cutey.com +Subject: Re: Overwhelmed By Debt? [qenld] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: bartonbarile113@cutey.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +1sm2qs1@msn.com on 04/23/2001 10:48:39 AM +Please respond to bartonbarile113@cutey.com +To: tv7hmcd5@msn.com +cc: +Subject: Overwhelmed By +Debt? [qenld] + + +Debt got you down? +You're not alone.... + +Consumer debt is at an all-time high. + +If you are in debt more that $10,000, please read on. + +Whether your debt dilemma is the result of illness, +unemployment, or overspending, it can all seem overwhelming. + +Don't despair. + +We can help you regain your financial foothold. + +We invite you to find out what thousands +before you have already discovered. Fill out +our simplified form below for your free +consultation and see how much you can save! +Let us show you how to become debt free without +borrowing or filing bankruptcy. + +[][][][][][][][][][][][][][][][][][][][][][][][][] + + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size($10,000 Min): + +(No information ever provided to any third party sources) + +[][][][][][][][][][][][][][][][][][][][][][][][][] + +This request is totally risk free. +No obligation or costs are incurred. + +Thank you for your time. + +To unsubscribe please hit reply and send a message with remove in the subject. + +" +"arnold-j/all_documents/719.","Message-ID: <18262941.1075857606229.JavaMail.evans@thyme> +Date: Fri, 20 Apr 2001 08:17:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: Henry ""scuba"" called +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +do you mind if i go out with the boys from work tonight?" +"arnold-j/all_documents/72.","Message-ID: <10920700.1075849625746.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 05:51:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jennifer.stewart@enron.com +Subject: Computer Associates - Meeting Notes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Godfrey +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +fyi + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 12/11/00 01:55 PM ----- + + Ali Khoja + 12/07/00 01:14 PM + + To: Kim Godfrey/Enron Communications@Enron Communications, Anthony +Gilmore/Enron Communications@Enron Communications + cc: + Subject: Computer Associates - Meeting Notes + +Stephen Down and I met with Computer Associates in Toronto yesterday. Here +are some of my thoughts on how it went. + +We met with Julia in the morning -- went to CA's Toronto office, where we +made presentation on EBS. Later Julia made a presentation on Computer +Associates, their Sales manager talked about their ""security suit of +products"", we were given a demonstration of their UniCenter TNG software, and +then taken to lunch. At lunch, we were joined by the President of Worldwide +Online Corporation (a Canadian startup). + +About Computer Associates: +Computer Associates is a highly centralized organization run by its founders. +The company is the third largest independent software manufacturing business +in the world. It offers more then 800 software products. Like other companies +in their space, their stock has taken a beating this year losing more then +half its value (Jan 00: ~ $70, now ~$27) + +Julia Ruslys, is part of their ""Strategic Alliances"" team -- their mandate is +to manage: +Strategic Business Alliances +Development Partner Program +eForce technology unit +Analyst relations + +CA's APPROACH +Computer Associates sees EBS as a potential ""development partner"". Their +interest seems to be in a long-term alliance with EBS, where they can package +their software with a bundled network offering (from EBS) for their clients. +They claim that their main product UniCenter TNG has a 30% market share of IT +infrastructure management market. It is a cutting software package that can +manage all LANs or remote networks for an Enterprise. With a stunning graphic +interface, the software can be configured to manage: +All networks within an Enterprise +Each computer connected to a node within the enterprise can be monitored and +managed remotely (software installation etc.) +Their is a plethora of add-ons to the basic UniCenter package including some +advanced ""Asset Management"" tools that can predict future utilization through +a neural network architecture. + +She commented that with UniCenter TNG, our clients have ""full control and +flexibility over their whole network"" EXCEPT THEIR BANDWIDTH NEEDS. EBS's +flexible and intelligent BOS, if integrated with UniCenter TNG, can provide +an enterprise complete control over their IT infrastructure with exceptional +flexibility. Similarly they have a keen interesting in developing and +expanding their storage solutions. + +They seem to be interested in expanding their market opportunity and +increasing revenues through increasing the number of ""CA certifications"" and +joint selling initiatives. In other words, they would like EBS's network to +be CA-certified by developing compatibility between UniCenter TNG and IPNet +Connect. They currently have 1500 partners, including almost all top names in +IT infrastructure space. + +EBS APPROACH CONVEYED +Although I think we have conveyed EBS's approach of ""looking at specific +quick and clear opportunities"", CA does not seem like a lean-mean +organization. Furthermore, the people that we met with, did not seem to have +an appreciation of the financial structuring and risk management capabilities +-- instead seemed to be disconnected with the corporate financial goals of +their organization. For example, when Steve Dowd talked about financial risk +management tools, their sales manager started talking about how they help +enterprises manage risk through their ""security software packages."" + +WORLDWIDE ONLINE CORP. +Worldwide Online Corp. is a startup (with less then $2M revenues) that claims +to have good connections with CBC (Canadian Broadcasting Corp.) They were in +contact with Brad Sims' group out of Portland. That group, at some point lost +interest in Worldwide because Worldwide are looking for video streaming +services. Being a start-up with no credit, it is understandable why they were +abandoned by us. Steve made it clear that he knows nothing about the deal and +he may give Brad a call. I personally do not see anything for us in the next +two quarters or so even though the company has been promised many sports +broadcast opportunities by CBC. + +It is interesting that Worldwide Online is a small client of CA. Julia went +out of her way to convince us to meet with Worldwide Online. At one point, I +almost thought as if her main goal was to promote a dialogue between EBS and +Worldwide online. + +NEXT STEPS: +Steve and I made it clear that it will be important for us to look at some +specific short to medium-term opportunity with CA. Julia is going to identify +the people in her organization whom we can have constructive dialogue with +regards to IP connectivity needs of CA (their network infrastructure +procurement team.) At the same time, we had to show an interest in bringing +her team together with our product development people to see if any +integration opportunities exist between UniCenter TNG and IPNet Connect +BOS/Storage etc. + +-Ali." +"arnold-j/all_documents/720.","Message-ID: <22863177.1075857606251.JavaMail.evans@thyme> +Date: Fri, 20 Apr 2001 00:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: wine@bassins.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: wine@bassins.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hello, I noticed you carried several of the 98 Zoom Zins. Any chance you +have the 33 year old vines version? Please advise, +John" +"arnold-j/all_documents/721.","Message-ID: <29619125.1075857606272.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 09:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: please fill in--i lost the scrap of paper +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you think i'm going to put this in ellectronic form? no way. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: please fill in--i lost the scrap of paper + + + + arnold +May-01 +Jun-01 +Jul-01 +Aug-01 +Sep-01 +Oct-01 +Nov-01 +Dec-01 +Jan-02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/all_documents/722.","Message-ID: <28636437.1075857606595.JavaMail.evans@thyme> +Date: Thu, 19 Apr 2001 04:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.griffith@enron.com, john.disturnal@enron.com +Subject: option candlesticks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Griffith, John Disturnal +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/19/2001 11:28 +AM --------------------------- + + +SOblander@carrfut.com on 04/19/2001 10:50:12 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks25.pdf + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/723.","Message-ID: <21382646.1075857606618.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 14:13:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mike: +Please resend the forms needed although I may have sent the necessary docs +with the courier that delivered the check. Do not believe we've seen the +worst yet. + +Will not be looking to put more money to work on the long only side for a +while. Even with the rally today I do not believe we've seen the worst yet. + + + + + +""Gapinski, Michael"" on 04/17/2001 +08:48:53 AM +To: ""'John.Arnold@enron.com'"" +cc: ""Herrera, Rafael J."" +Subject: RE: Receipt of Hedge Fund Information + + +John - + +Yes, we received your check and forms. The check has been deposited and the +forms have been processed. The actual debits for hedge fund subscriptions +will begin on April 24th. + +As for naked options, I believe we sent the paperwork for naked options to +you in February, but I don't believe we got it back. Also, I'm concerned +about the margin requirements for naked options interfering with funds +available for the hedge fund subscriptions on April 24th. + +I also have an ACCESS manager portfolio presentation for you to review +concerning the long-stock portion of your portfolio. I'm thinking we could +knock out the paperwork, discuss protecting your liquidity for the hedge +funds vs. naked option margin requirements, and walk you through the ACCESS +manager proposal in about 30-45 minutes if you're available around 5 PM +tonight or tomorrow night. With regards to the marginable equity for naked +options question, are the stocks at Fidelity held in joint name? + +Thanks, +Mike + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Monday, April 16, 2001 3:59 PM +To: Gapinski, Michael +Subject: RE: Receipt of Hedge Fund Information + + + +mike: +just want to confirm you received my money and forms. +also, checking to see if i am set up to sell naked calls on ENE. may be +looking to do something this week. probably 100-200 contracts. +john + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/all_documents/724.","Message-ID: <10168971.1075857606640.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 14:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: julie.pechersky@enron.com +Subject: Re: FW: bloomberg +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Julie Pechersky +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please send it to me. +john + + +From: Julie Pechersky/ENRON@enronXgate on 04/17/2001 09:33 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: bloomberg + +John, +We are trying to transfer your bloomberg account and need to know who within +Enron North America can sign-off on this +contract. Would that be you? Or do you have a legal department that we +should forward it to? We initially changed the +name on it and had it signed under Enron Corp which is where the majority of +our Bloomberg contracts lie, but because +you can actually execute trades from the system that you are now using, it +has to be under your departments name +and we need someone to sign the contract. + +Let me know. + +Thanks, +Julie + + -----Original Message----- +From: ""ALLYSON FELLER, BLOOMBERG/ NEW YORK"" @ENRON +[mailto:IMCEANOTES-+22ALLYSON+20FELLER+2C+20BLOOMBERG_+20NEW+20YORK+22+20+3CAF +ELLER+40bloomberg+2Enet+3E+40ENRON@ENRON.com] +Sent: Monday, April 16, 2001 12:03 PM +To: JPECHER@ENRON.COM +Subject: bloomberg + +Hi Julie. I noticed the contracts have been received. However, ""North +America"" +has been crossed off the contract. That is the name it was signed under and +still the current trading name for Emissions and Natural gas. Not sure if it +was a mistake or not. Anyway - please get back to me when you can. I am going +to try to set up a meeting with the gas guys for tomorrow 4/17. Thanks + + + +" +"arnold-j/all_documents/725.","Message-ID: <17175076.1075857606664.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 14:05:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: 2- SURVEY/INFORMATION EMAIL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/18/2001 09:03 +PM --------------------------- + + +Outlook Migration Team@ENRON +04/17/2001 12:52 PM +To: Brandi Morris/HOU/ECT@ECT, Brian Vass/HOU/ECT@ECT, Carlos +Gorricho/Enron@EnronXGate, Christine Drummond/HOU/ECT@ECT, John +Enerson/HOU/ECT@ECT, Lesley Ayers/Corp/Enron@ENRON, L'Sheryl +Hudson/HOU/ECT@ECT, Maria LeBeau/HOU/ECT@ECT, Mark Meier/Corp/Enron@Enron, Mo +Bawa/NA/Enron@ENRON, Patrick Johnson/HOU/ECT@ECT, Richard +Lydecker/Corp/Enron@Enron, Stacie Mouton/NA/Enron@Enron, Akasha R +Bibb/Corp/Enron@Enron, Bethanne Slaughter/NA/Enron@Enron, Bruce +Harris/NA/Enron@Enron, Cecilia Rodriguez/Enron@EnronXGate, Chetan +Paipanandiker/HOU/ECT@ECT, Craig Chaney/HOU/ECT@ECT, George +Zivic/HOU/ECT@ECT, Gillian Johnson/HOU/EES@EES, Jacquelyn +Jackson/ENRON@enronXgate, Kim Detiveaux/ENRON@enronXgate, Kimberly +Friddle/NA/Enron@ENRON, Lynn Tippery/Enron@EnronXGate, Seung-Taek +Oh/NA/Enron@ENRON, Tom Doukas/NA/Enron@ENRON, Vincent Wagner/NA/Enron@Enron, +Daniel Quezada/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT, Ina +Rangel/HOU/ECT@ECT, Jason Panos/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, John +Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron, Kimberly +Hardy/Corp/Enron@ENRON, Larry May/Corp/Enron@Enron, Mike +Maggi/Corp/Enron@Enron, Andrea Crump/NA/Enron@Enron, Ashu +Tewari/NA/Enron@Enron, Bryan Deluca/NA/Enron@Enron, Cecil +John/Corp/Enron@ENRON, Clinton Anderson/HOU/ECT@ECT, Dale Neuner/HOU/ECT@ECT, +Danny Lee/Corp/Enron@Enron, Fraisy George/NA/Enron@Enron, Frank L +Davis/HOU/ECT@ECT, Gary Nelson/HOU/ECT@ECT, James Wylie/NA/Enron@Enron, +Joshua Meachum/NA/Enron@ENRON, Kathy M Moore/HOU/ECT@ECT, Keith +Clark/Corp/Enron@Enron, Mary Griff Gray/HOU/ECT@ECT, Michael +Guillory/NA/Enron@ENRON, Nicole Hunter/NA/Enron@Enron, Sunil +Abraham/NA/Enron@Enron, Lohit Datta-Barua/OTS/Enron@Enron, Michael +Woodson/GCO/Enron@ENRON, Paul Powell/GCO/Enron@ENRON, Randy +Belyeu/OTS/Enron@ENRON, Richard D Lee/OTS/Enron@ENRON, Susan +Brower/ET&S/Enron@ENRON, Alex Wong/Corp/Enron@Enron, James +Skelly/Corp/Enron@ENRON +cc: +Subject: 2- SURVEY/INFORMATION EMAIL + +Current Notes User: + +To ensure that you experience a successful migration from Notes to Outlook, +it is necessary to gather individual user information prior to your date of +migration. Please take a few minutes to completely fill out the following +survey. When you finish, simply click on the 'Reply' button then hit 'Send' +Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. + +Thank you. + +Outlook 2000 Migration Team + +------------------------------------------------------------------------------ +-------------------------------------------------------------- + +Full Name: + +Login ID: + +Extension: + +Office Location: + +What type of computer do you have? (Desktop, Laptop, Both) + +Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, +Jornada) + +Do you have permission to access anyone's Email/Calendar? + If yes, who? + +Does anyone have permission to access your Email/Calendar? + If yes, who? + +Are you responsible for updating anyone else's address book? + If yes, who? + +Is anyone else responsible for updating your address book? + If yes, who? + +Do you have access to a shared calendar? + If yes, which shared calendar? + +Do you have any Distribution Groups that Messaging maintains for you (for +mass mailings)? + If yes, please list here: + +Please list all Notes databases applications that you currently use: + +In our efforts to plan the exact date/time of your migration, we also will +need to know: + +What are your normal work hours? From: To: + +Will you be out of the office in the near future for vacation, leave, etc? + If so, when? From (MM/DD/YY): To (MM/DD/YY): + + +" +"arnold-j/all_documents/726.","Message-ID: <26282341.1075857606686.JavaMail.evans@thyme> +Date: Wed, 18 Apr 2001 04:49:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +jeanie: +i really need the docs on both phantom stock and options. +please +please +please + +john" +"arnold-j/all_documents/727.","Message-ID: <16771736.1075857606707.JavaMail.evans@thyme> +Date: Tue, 17 Apr 2001 14:14:00 -0700 (PDT) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7081781&tid=ene&sid=708178 +1&mid=11711" +"arnold-j/all_documents/728.","Message-ID: <25338545.1075857606730.JavaMail.evans@thyme> +Date: Tue, 17 Apr 2001 14:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +7:2 at 2:1 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/17/2001 05:42 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +new odds + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Monday, April 16, 2001 7:44 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +i'll take 10:1 this morning + + +From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +thats pleasant + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Sunday, April 15, 2001 3:29 PM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +eat my shorts + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + + +3:1 and your on +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Thursday, April 12, 2001 11:04 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + + + + + + + + + + +" +"arnold-j/all_documents/729.","Message-ID: <25643944.1075857606753.JavaMail.evans@thyme> +Date: Tue, 17 Apr 2001 00:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: epao@mba2002.hbs.edu +Subject: Re: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler + Auditorium! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +That's what I'm talking ABOUT !!!! + + + + +""Eva Pao"" on 04/16/2001 09:35:14 PM +Please respond to +To: +cc: +Subject: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium! + + + +? +-----Original Message----- +From: owner-mbaevents@listserv.hbs.edu +[mailto:owner-mbaevents@listserv.hbs.edu]On Behalf Of David Margalit +Sent: Monday, April 16, 2001 10:38 PM +To: mbaevents@listserv.hbs.edu +Subject: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium! + + +You've read?the Innovator's Dilemma.? Now learn?the latest.?? + +Clay??Christensen? +?How can I know in advance if something is a high-potential disruptive +market opportunity? +? +3:30pm,?Wednesday,?April?18th +Spangler Auditorium + +Come watch?Clay Christensenshare his?most recent?thoughts on?disruption, +innovation?and business. + + + + +Part of the HBS Student Association's Thought Leadership Speaker Series +Be sure not to miss: + +Michael Porter:??Strategy: New Learnings:?3:30pm,??Tuesday, +April?17th?Spangler Auditorium +Tom Eisenmann: Get Big Fast? Promise and Peril on the Path to the Evernet +3:00pm, Thursday, April 19th Aldrich 110 +Rosabeth Moss Kanter: Evolve!: Succeeding in the Digital Culture of Tomorrow +4:30pm, Thursday, April 19th Aldrich 109 + + +" +"arnold-j/all_documents/73.","Message-ID: <1465359.1075849625769.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 07:21:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: Universal-EMS Conference Call 12/13 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +Please let me know if you want/are able to attend. + +Universal-EMS Conference Call +Date/Time: Wednesday, December 13 9:30 AM CST, Call-in number to be forwarded +Purpose: Introduce EMS and Universal + +Attendees +Enron: +Mike Horning, Director, Origination, EMS +Colleen Koenig, Analyst, Global Strategic Sourcing + +Universal: +Daphne Harvey, Sr. Director, Strategic Sourcing (Media and Post Production)" +"arnold-j/all_documents/730.","Message-ID: <24656056.1075857606774.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 08:59:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +mike: +just want to confirm you received my money and forms. +also, checking to see if i am set up to sell naked calls on ENE. may be +looking to do something this week. probably 100-200 contracts. +john" +"arnold-j/all_documents/731.","Message-ID: <30658919.1075857606796.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 07:53:00 -0700 (PDT) +From: john.arnold@enron.com +To: chris.abel@enron.com +Subject: Re: Loss Limit Notification for April 11th and 12th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Abel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the 14 mm loss was due to a booking mistake that could not be corrected +before the books were posted and is being corrected tonight + + + + +Chris Abel +04/16/2001 01:08 PM +To: Mike Grigsby/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: Frank Hayden/Enron@EnronXGate, Kenneth Thibodeaux/Enron@EnronXGate, Shona +Wilson/NA/Enron@Enron +Subject: Loss Limit Notification for April 11th and 12th + +Mike, can you please provide an explanation for the $71mm loss on the 11th +and the $31mm loss on the 12th, for reporting purposes? + +John, can you please provide an explanation for the $14mm loss on the 12th, +for reporting purposes? + +Thanks, + +Chris Abel +Manager, Risk Controls and Consolidated Risk Reporting + +" +"arnold-j/all_documents/732.","Message-ID: <22603797.1075857606818.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 04:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: francielou3224@comic.com +Subject: Re: Pay all bills with just 1 monthly payment! [y5i64] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: francielou3224@comic.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + + on 04/16/2001 11:09:55 AM +Please respond to francielou3224@comic.com +To: uo2fnw@msn.com +cc: +Subject: Pay all bills with just 1 monthly +payment! [y5i64] + + + Got debt? We can help using Debt Consolidation! + +If you owe $10,000 USD or more, consolidate your debt +into just 1 payment and let us handle the rest! +Wouldn't it be nice to have to worry about just 1 +fee instead of half a dozen? We think so too. + +- You do not have to own a home +- You do not need another loan +- No credit checks required +- Approval within 3 business days +- Available to all US citizens + +For a FREE, no obligation, consultation, please fill +out the form below and return it to us. Paying bills +should not be a chore, and your life should be as easy +and simple as possible. So take advantage of this +great offer! + + +-=-=-=-=-=-=-=-=-=-=- + +(All fields are required) + +Full Name : +Address : +City : +State : +Zip Code : +Home Phone : +Work Phone : +Best Time to Call : +E-Mail Address : +Estimated Debt Size : + + +-=-=-=-=-=-=-=-=-=-=- + + +Thank You + + +To receive no further offers from our company regarding +this matter or any other matter, please reply to this +e-mail with the word 'Remove' in the subject line. + + + +" +"arnold-j/all_documents/733.","Message-ID: <32299824.1075857606841.JavaMail.evans@thyme> +Date: Mon, 16 Apr 2001 00:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll take 10:1 this morning + + +From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +thats pleasant + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Sunday, April 15, 2001 3:29 PM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +eat my shorts + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + + +3:1 and your on +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Thursday, April 12, 2001 11:04 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + + + + + + + +" +"arnold-j/all_documents/734.","Message-ID: <19554455.1075857606862.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 13:36:00 -0700 (PDT) +From: john.arnold@enron.com +To: cwomack@rice.edu +Subject: Re: EnronOnline competitor questionnaire +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +schedule 30 min to sit down with me either mon or tues after 430. if you +want to get info, sending out an email survey is not the right way. much +easier to respond to a question in voice rather than typing it out. + + + + + on 04/09/2001 04:17:59 PM +To: jarnold@enron.com +cc: cwomack@rice.edu +Subject: EnronOnline competitor questionnaire + + +Hello Mr. Arnold, + +Thank you for speaking with me today with Kenneth Parkhill. Unfortunately, +none of my teammates are available to meet with you today. Would you please +review our questionnaire and reply back to me with your comments about the +questionnaire and answers to any questions that apply to your work. + +We will follow up with you later this week if we have questions. Thank you +for your help. + +Charles Womack +2002 Rice MBA Candidate +281-413-8147 +cwomack@rice.edu + + + + - Questionnaire.doc + +" +"arnold-j/all_documents/735.","Message-ID: <19622531.1075857606885.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:29:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +eat my shorts + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + + +3:1 and your on +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Thursday, April 12, 2001 11:04 AM +To: Fraser, Jennifer +Subject: RE: ng views + wager + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + + + + +" +"arnold-j/all_documents/736.","Message-ID: <22934105.1075857606906.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:21:00 -0700 (PDT) +From: john.arnold@enron.com +To: leehouse211@asia.com +Subject: Re: I need your phone # to help your debt problem. [h7gmu] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: leehouse211@asia.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +239b3989d@msn.com on 04/14/2001 05:42:02 AM +Please respond to leehouse211@asia.com +To: 6na10@msn.com +cc: +Subject: I need your phone # to help your debt +problem. [h7gmu] + + +How would you like to take all of your debt, reduce +or eliminate the interest, pay less per month,and +pay them off sooner? + +We have helped over 20,000 people do just that. + +If you are interested, we invite you request our free +information by provide the following information. + + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size: + + (All information is kept securely and never + provided to any third party sources) + + This request is totally risk free. + No obligation or costs are incurred. + + To unsubscribe please hit reply and send a message with + remove in the subject. + +" +"arnold-j/all_documents/737.","Message-ID: <13743055.1075857606929.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: korydegan4034@publicist.com +Subject: Re: Need help with your bills this month? [swbij] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: korydegan4034@publicist.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +8aya1r@msn.com on 04/15/2001 07:41:06 AM +Please respond to korydegan4034@publicist.com +To: fb753z@msn.com +cc: +Subject: Need help with your bills this +month? [swbij] + + + Are you behind in bills? + Late on a payment? + + Let us help you get out of debt NOW! + + If you are interested, we invite you to request free + information at the end of this form. + + What we can do to help YOU! + + * Stop harrassment by creditors. + * Reduce your principal balance up to 50% + * Consolidate your debts into one low monthly payment + * Improve your credit rating + * Lower your monthly payments by 40% - 60% + + Things to keep in mind: + + * There is no need to own property + * There is no need to own any equity + * This is not a loan + + This is a program that has helped thousands just like YOU! + + If you are interested, we invite you to read our free + information please provide the following information: + + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size: + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + + (All information is kept securely and never + provided to any third party sources) + + To unsubscribe please hit reply and send a message with + remove in the subject. + + +This request is totally risk free. +No obligation or costs are incurred. + +" +"arnold-j/all_documents/738.","Message-ID: <24381853.1075857606950.JavaMail.evans@thyme> +Date: Sun, 15 Apr 2001 08:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: annamaedicastro2195@witty.com +Subject: Re: Stop harrassment by creditors, today! [amfos] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: annamaedicastro2195@witty.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you + + + + +y6qa@msn.com on 04/15/2001 07:41:11 AM +Please respond to annamaedicastro2195@witty.com +To: bib28@msn.com +cc: +Subject: Stop harrassment by creditors, +today! [amfos] + + + Are you behind in bills? + Late on a payment? + + Let us help you get out of debt NOW! + + If you are interested, we invite you to request free + information at the end of this form. + + What we can do to help YOU! + + * Stop harrassment by creditors. + * Reduce your principal balance up to 50% + * Consolidate your debts into one low monthly payment + * Improve your credit rating + * Lower your monthly payments by 40% - 60% + + Things to keep in mind: + + * There is no need to own property + * There is no need to own any equity + * This is not a loan + + This is a program that has helped thousands just like YOU! + + If you are interested, we invite you to read our free + information please provide the following information: + + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + Full Name: + Address: + City: + State: + Zip Code: + Home Phone: + Work Phone: + Best Time to Call: + E-Mail Address: + Estimated Debt Size: + -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- + + (All information is kept securely and never + provided to any third party sources) + + To unsubscribe please hit reply and send a message with + remove in the subject. + + +This request is totally risk free. +No obligation or costs are incurred. + +" +"arnold-j/all_documents/739.","Message-ID: <19096259.1075857606972.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 06:01:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i dont remember if we fixed these yet. +---------------------- Forwarded by John Arnold/HOU/ECT on 04/12/2001 01:00 +PM --------------------------- + + +herve.duteil@americas.bnpparibas.com on 04/10/2001 04:05:06 PM +To: john.arnold@enron.com +cc: +Subject: + + + + +John, + +Sorry again... my last 2 trades (EOL # 1112587 & 1112596 - I sell 1/2 day +twice +@5.55 on May) were done again by mistake on US Gas Daily instead of NYMEX. + +I have called your help desk to try to remove US Gas Daily from my NYMEX +screen +which we cannot do so far unless I select each quote individually. However +this +would run the additional problem of not showing up new tenors you may +introduce +over time. + +Thank you and best regards, + +Herve + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ +" +"arnold-j/all_documents/74.","Message-ID: <32896633.1075849625792.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 07:25:00 -0800 (PST) +From: bob.jordan@compaq.com +To: jennifer.medcalf@enron.com +Subject: RE: FW: December 14th meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jordan, Bob"" +X-To: ""'Jennifer.Medcalf@enron.com'"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +ESM - Enterprise Sales Manager +PS- Dave Bennett Area Professional Services Manager + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +-----Original Message----- +From: Jennifer.Medcalf@enron.com [mailto:Jennifer.Medcalf@enron.com] +Sent: Monday, December 11, 2000 3:08 PM +To: Jordan, Bob +Subject: Re: FW: December 14th meeting + + + +Bob, +I am not sure what PS, ESM are and I need titles for the name badges. +Could you please forward these to me. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + + ""Jordan, Bob"" + + + + cc: + + 12/11/2000 Subject: FW: December 14th +meeting + 12:59 PM + + + + + + + + + + + +> Jennifer, +> +> Per our conversation this past week, here is a list of folks from Compaq +> that will be attending our meeting: +> +> Jerry Earle, RVP +> Keith McAuliffe, VP +> Bob Jordan, Director +> Rob Sender, tentative +> Derrick Deakins, NA Finance +> Barry Medlock, Compaq Capital +> Jeff Gooden. ESM +> Dave Bennett, PS +> Dave Spurlin, Acct Manager +> +> +> I am planning on doing a Corp Org Chart Overview plus a level set on +> Compaq business with Enron. Should take at most 15 minutes. +> +> I would really like to see if you can get Jenny Rub and Beth Pearlman to +> this meeting. They need to understand what Compaq has to offer. +> +> I will call you early in the week. +> +> I hope your husband is doing better. +> +> Regards, +> +> Bob Jordan +> Rio Grande Area Director +> Compaq Computer Corporation +> +> Tele #281-927-6350 +> Fax #281-514-7220 +> Bob.Jordan@Compaq.com +> +" +"arnold-j/all_documents/740.","Message-ID: <2693061.1075857606997.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 04:03:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views + wager +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the implied market on that from put spreads is 5.3:1. I'll take 4:1. +that's all the juice i'll pay. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + wager + +Most import - the wager - I will take the over on May NG (4.95). 2:1 is +okay--- $5 per penny okay? + +Agree - Products +Rally is not different for products. 92% of heating oil is made ondemand +(storage is not as important as in nat gas) Heat will get ugly this October +and then give it up (unless we have 7 blizzzards in the Northeast very +early). +SOme things to consider : +1- in the next 3-4 weeks we will finish the very heavy maintenance season and +be in full blown gasoline season. +- yields will be preferentially shifted for HU +3- nobody will pay any attention to HO +2-HO will have incremental demand due to utlity switching and will quietly +build slower than last year +4- therefore by September everyone will freak out +5- After the OCtober contract expires (HO) , everyone will realize (similar +to NG) that the world will not end. + +Where does this get us: +1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind +will have been taken out of HU sails - plus you can do it month +avg--therefore less noise) +2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng +puts nov-jan + +Ng-Disagree: +I think prices stay high through June. The big drop off come some where in +July 15 to Aug 15 and downhill from there. (Looks like 1998) + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 10:41 PM +To: Fraser, Jennifer +Subject: Re: ng views + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/all_documents/741.","Message-ID: <30912153.1075857607019.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 03:18:00 -0700 (PDT) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: SUNRISE CAPITAL +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Average volume is 35,000-40,000 on nymex of which about half is spreads. So +around 20,000 outrights trade. We trade more than that on EOL. Today's +conditions 1000 lot market would be 3-4 cents wide. have executed trades as +large as 10,000 across a longer term and 1000 lot clips in the front +frequently. + + + + +Caroline Abramo@ENRON +04/12/2001 06:48 AM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: SUNRISE CAPITAL + +John/ Mike- could you give me a sense of the below on nat gas.. + +thanks, +ca +---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/12/2001 +07:46 AM --------------------------- + + +Caroline Abramo +04/11/2001 12:22 PM +To: Russell Dyk/Corp/Enron@ENRON, Robyn Zivic/NA/Enron@Enron, Mog +Heu/NA/Enron@Enron, Stephen Plauche/Corp/Enron +cc: Per Sekse/NY/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT + +Subject: SUNRISE CAPITAL + +This is a program trader in San Diego with about 1 Billion in Capital. They +concentrate on front month trading- both swaps and options. they are looking +for liquidity and want to know: + +1. size of the financial markets- what is the daily trading volume like? +2. bid/offer on size.. like 10,000 to start and then 5,000..1,000 - only for +the front month on swaps and options? +3. what kind of size we have seen go through directly from anyone? + +They want to know this for nat gas: I can talk to John and Mike on this +Rus- can you please get this on WTI, heat, and unleaded. + +I want to try to get this to them today... we'll be getting a lot of these +inquiries. + +Also, they trade through Carr futures, Merrill, Morgan Stanley, and +JPM/Chase.. What they want to do is trade with us and then we'll give-up the +trades to the above counterparties.. in effect, we will not have any credit +exposure..I can explain this in our meeting. + +Thanks, +CA + + + + + + +" +"arnold-j/all_documents/742.","Message-ID: <17298975.1075857607040.JavaMail.evans@thyme> +Date: Thu, 12 Apr 2001 01:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Dave: +I need a favor. I'm trying to create an internal only Cal 2002 product for +our power guys. Product controls is saying it will take a week from monday +to get it created. any way to speed it up?" +"arnold-j/all_documents/743.","Message-ID: <28277788.1075857607062.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 15:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the only change that's happened to my long term outlook has been that the +weather in the short term has been more bullish and we'll have 30 or so bcf +less storage than i was anticpating in two weeks. so yea, my curve is a +touch higher, but it doesnt change my longer term view. most of the move +this week was a short sqeeze of spec shorts combined with a strong heat +market. a little concerned about heat, but also saw products very strong +going into the season this past winter only to stage a huge failure. not +convinced this rally in products is different. + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/all_documents/744.","Message-ID: <33377952.1075857607083.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 15:35:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what kind of odds. the market is saying it's 8:1 chance. I'm saying there +is a much better chance than that. i think it's 2:1 + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:11 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + +wanna wager on that? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 3:57 PM +To: Fraser, Jennifer +Subject: Re: ng views + +may = 495 the rest is the same + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/all_documents/745.","Message-ID: <20256116.1075857607105.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 15:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +2.75 ... but yea + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:00 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: ng views + +2.50 fir jan02? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, April 11, 2001 3:57 PM +To: Fraser, Jennifer +Subject: Re: ng views + +may = 495 the rest is the same + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + + + + +" +"arnold-j/all_documents/746.","Message-ID: <1278112.1075857607126.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 08:56:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: ng views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +may = 495 the rest is the same + + +From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ng views + +where's your curve now? +MAy +June +Jul +Aug +Sep +Oct +Nov +Dec Jan 02 + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/all_documents/747.","Message-ID: <6399529.1075857607149.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 07:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +looks good to me. have you sent for materials yet? + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I found a good place - Bay Area Sailing. When you have time, go to their +website - www.bayareasailing.com and let me know what you think. + + + +John Arnold +04/11/2001 08:43 AM +To: Kim Ward/HOU/ECT@ECT +cc: +Subject: Re: + +australia definitely sounds cool. might be a little tough though. +i'd be in for keemah if you want to do that + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I'm still going to do it. I found out about one trip/lessons - 7 days in +Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA +certified at the end. In other words, you could rent a sailboat anywhere in +the world when you are done. However, as fun and as cool as it sounds - it +may not be doable. + +Also, got the name of a guy in Keemah that my friends took lessons from a few +years ago. I might give him a call - he may be expensive - they had their +own boat. + +I will keep you posted - + + + +John Arnold +04/08/2001 08:15 PM +To: Kim Ward/HOU/ECT@ECT +cc: +Subject: + +hey: +just wondering if you're still up for sailing lessons and if you've found out +anything??? + + + + + + + + + + + +" +"arnold-j/all_documents/748.","Message-ID: <14940685.1075857607171.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 03:48:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: tonight +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i went to get the tix this morn and couldnt get them. i'll probably go to +dinner. sorry + + + + +""Jennifer White"" on 04/11/2001 08:42:45 AM +To: john.arnold@enron.com +cc: +Subject: tonight + + +So do your plans for tonight involve business or pleasure? + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/749.","Message-ID: <20282982.1075857607193.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 03:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +australia definitely sounds cool. might be a little tough though. +i'd be in for keemah if you want to do that + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +I'm still going to do it. I found out about one trip/lessons - 7 days in +Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA +certified at the end. In other words, you could rent a sailboat anywhere in +the world when you are done. However, as fun and as cool as it sounds - it +may not be doable. + +Also, got the name of a guy in Keemah that my friends took lessons from a few +years ago. I might give him a call - he may be expensive - they had their +own boat. + +I will keep you posted - + + + +John Arnold +04/08/2001 08:15 PM +To: Kim Ward/HOU/ECT@ECT +cc: +Subject: + +hey: +just wondering if you're still up for sailing lessons and if you've found out +anything??? + + + + + +" +"arnold-j/all_documents/75.","Message-ID: <17346579.1075849625816.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:08:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: kroswald@avaya.com, bkorp@avaya.com, kim.godfrey@enron.com, + jennifer.medcalf@enron.com +Subject: RE: Enron / Avaya meetings in Basking Ridge, Jan 2001 +Cc: peter.goebel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: peter.goebel@enron.com +X-From: Jeff Youngflesh +X-To: kroswald@avaya.com, bkorp@avaya.com, Kim Godfrey, Jennifer Medcalf +X-cc: Peter Goebel +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Karen, + +Thank you for the update. It looks like we'll plan on having the EBS/Avaya +meetings on January 10th and 11th, 2001. The first day will be a full day, +the second will be 1/2 day, a.m. session. You have asked me to provide a +list of Enron attendees, titles, which day(s) they would likely attend, and +some background information on the meeting(s) purposes. An explanation of +the meetings' proposed focus and probable attendees is in the attached +meeting notes. + +The notes are from the November meeting which we coordinated and held for +Enron Broadband Services and Dave Johnson. By copy of this note to Kim +Godfrey, we'll update the EBS executives on the meetings, and work on +arranging their calendar availability. So far, we have had the EBS execs' +calendars penciled in for the time slot of January 9-11. At this point, I +would expect that the EBS attendee list would look something like this: + +Jim Crowder, VP, Enterprise Services; Enron Broadband Services - day 2 +Everett Plante, VP and CIO, Enron Broadband Services - day 2 +Larry Ciscon, VP Software Architecture, EBS - day 1&2 + (selected team members of Larry's organization - individuals TBD by Larry) +- day 1 +Steve Pearlman, VP, Strategic Development, EBS - day 2 and/or day 1 +Kim Godfrey, Director, East Origination, EBS - day 1&2 +Jeff Youngflesh, Director, Business Development, Enron Global Strategic +Sourcing - day 1&2 + (others as suggested by Kim Godfrey or other EBS executive) + +From Avaya, the EBS team would like to meet with Dave Johnson, Serge +Minassian, John Stephenson, and their selected Avaya team members. + +Per my conversation with you earlier today, the Enron Broadband Services +meetings w/Avaya will need to be scheduled such that the overall agenda will +""flip-flop"" day 1 with day 2. Originally, the first day was going to be a +half-day executive strategizing meeting in the p.m. (allowing for travel to +NJ), and the 2nd day to be more a product- or solutions-focused effort, with +a full day's agenda. Based on the fact that Dave Johnson will only be +available the morning of the 11th, the meeting schedule will be reversed, +such that the ""full day/products/solutions"" meetings will precede the +half-day executive strategy sessions. I have checked w/Barbara Korp, and +Serge Minassian and John Stephenson are both available on the 11th, as well +(John Stephenson would have a hard stop at 10:30). + + +Thank you, + +Jeff Youngflesh +713-345-5968 + + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 01:29 PM ----- + + ""Oswald, Karen R (Karen)"" + 12/11/2000 11:32 AM + + To: jeff.youngflesh@enron.com + cc: + Subject: Preliminary dates + +Jeff, + +So far these are the dates that associates in New Jersey are available - +January 10 (full day) and January 11 (half day). + +Dave Johnson is only available on Thursday, January 11 in the morning. + +Please send the agenda and the list of participants so that I can forward +that to Dave's office. + +Thank you, + +Karen Oswald +" +"arnold-j/all_documents/750.","Message-ID: <16618913.1075857607214.JavaMail.evans@thyme> +Date: Wed, 11 Apr 2001 01:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://gasmsgboard.corp.enron.com/msgframe.asp" +"arnold-j/all_documents/751.","Message-ID: <6986831.1075857607236.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com, john.griffith@enron.com +Subject: option candlesticks as a hot link 4/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:30 +AM --------------------------- + + +SOblander@carrfut.com on 04/10/2001 07:28:36 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link 4/10 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks77.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/752.","Message-ID: <20716881.1075857607258.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: Henry Hub instead of NYMEX... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:27 +AM --------------------------- + + +herve.duteil@americas.bnpparibas.com on 04/10/2001 07:20:32 AM +To: john.arnold@enron.com +cc: +Subject: Henry Hub instead of NYMEX... + + + + +Hi John ! + +My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL +#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX. + +Could you change it to NYMEX ? + +Thank you and sorry again, + +Herve + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ +" +"arnold-j/all_documents/753.","Message-ID: <27834010.1075857607280.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: herve.duteil@americas.bnpparibas.com +Subject: Re: Henry Hub instead of NYMEX... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: herve.duteil@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes + + + + +herve.duteil@americas.bnpparibas.com on 04/10/2001 07:20:32 AM +To: john.arnold@enron.com +cc: +Subject: Henry Hub instead of NYMEX... + + + + +Hi John ! + +My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL +#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX. + +Could you change it to NYMEX ? + +Thank you and sorry again, + +Herve + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/all_documents/754.","Message-ID: <23872664.1075857607302.JavaMail.evans@thyme> +Date: Tue, 10 Apr 2001 00:09:00 -0700 (PDT) +From: john.arnold@enron.com +To: calvinniggemann1511@bikerider.com +Subject: Re: Increase Sales, Accept Credit Cards! [139qu] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: calvinniggemann1511@bikerider.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fuck you" +"arnold-j/all_documents/756.","Message-ID: <11058341.1075857607345.JavaMail.evans@thyme> +Date: Sun, 8 Apr 2001 15:15:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey: +just wondering if you're still up for sailing lessons and if you've found out +anything???" +"arnold-j/all_documents/757.","Message-ID: <33101523.1075857607367.JavaMail.evans@thyme> +Date: Sun, 8 Apr 2001 12:00:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: RE: Monday Conference Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Took the wrong checkbook to work Friday. Will call your courier on Monday +hopefully. +John" +"arnold-j/all_documents/758.","Message-ID: <4825527.1075857607388.JavaMail.evans@thyme> +Date: Sun, 8 Apr 2001 11:42:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what's your view of crude from here over next 1-4 weeks?" +"arnold-j/all_documents/759.","Message-ID: <1570970.1075857607410.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 05:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: john.griffith@enron.com +Subject: option candlesticks as a hot link +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Griffith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:57 +PM --------------------------- + + +SOblander@carrfut.com on 04/06/2001 08:36:38 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks65.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/76.","Message-ID: <23052637.1075849625839.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:10:00 -0800 (PST) +From: bob.jordan@compaq.com +To: jennifer.medcalf@enron.com +Subject: RE: FW: December 14th meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jordan, Bob"" +X-To: ""'Jennifer.Medcalf@enron.com'"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Great!! + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +-----Original Message----- +From: Jennifer.Medcalf@enron.com [mailto:Jennifer.Medcalf@enron.com] +Sent: Monday, December 11, 2000 5:10 PM +To: Jordan, Bob +Subject: RE: FW: December 14th meeting + + + +Bob, +I will be sending you an email with the agenda tomorrow. We will meet in +the Enron Building at 1:00PM at the Security Desk because the tour will +start there. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + + ""Jordan, Bob"" + + + + cc: + + 12/11/2000 Subject: RE: FW: December 14th +meeting + 03:25 PM + + + + + + + + + +Jennifer, + +ESM - Enterprise Sales Manager +PS- Dave Bennett Area Professional Services Manager + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +-----Original Message----- +From: Jennifer.Medcalf@enron.com [mailto:Jennifer.Medcalf@enron.com] +Sent: Monday, December 11, 2000 3:08 PM +To: Jordan, Bob +Subject: Re: FW: December 14th meeting + + + +Bob, +I am not sure what PS, ESM are and I need titles for the name badges. +Could you please forward these to me. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + + ""Jordan, Bob"" + + + + cc: + + 12/11/2000 Subject: FW: December 14th +meeting + 12:59 PM + + + + + + + + + + + +> Jennifer, +> +> Per our conversation this past week, here is a list of folks from Compaq +> that will be attending our meeting: +> +> Jerry Earle, RVP +> Keith McAuliffe, VP +> Bob Jordan, Director +> Rob Sender, tentative +> Derrick Deakins, NA Finance +> Barry Medlock, Compaq Capital +> Jeff Gooden. ESM +> Dave Bennett, PS +> Dave Spurlin, Acct Manager +> +> +> I am planning on doing a Corp Org Chart Overview plus a level set on +> Compaq business with Enron. Should take at most 15 minutes. +> +> I would really like to see if you can get Jenny Rub and Beth Pearlman to +> this meeting. They need to understand what Compaq has to offer. +> +> I will call you early in the week. +> +> I hope your husband is doing better. +> +> Regards, +> +> Bob Jordan +> Rio Grande Area Director +> Compaq Computer Corporation +> +> Tele #281-927-6350 +> Fax #281-514-7220 +> Bob.Jordan@Compaq.com +> + + +" +"arnold-j/all_documents/760.","Message-ID: <29519229.1075857607432.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 05:57:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: option candlesticks as a hot link +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:56 +PM --------------------------- + + +SOblander@carrfut.com on 04/06/2001 08:36:38 AM +To: soblander@carrfut.com +cc: +Subject: option candlesticks as a hot link + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks65.pdf + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/761.","Message-ID: <27412267.1075857607454.JavaMail.evans@thyme> +Date: Fri, 6 Apr 2001 00:55:00 -0700 (PDT) +From: john.arnold@enron.com +To: kristi.tharpe@intcx.com +Subject: Re: Deal Cancellation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kristi Tharpe @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +agree + + + + +Kristi Tharpe on 04/06/2001 07:41:11 AM +To: ""'john.arnold@enron.com'"" , +""'jnnelson@duke-energy.com'"" +cc: +Subject: Deal Cancellation + + +Please reply to this correspondence to cancel deal id 131585680 between +John Neslon of Duke Energy Trading and Marketing LLC and John Arnold of +Enron North America Corp. + +Product: NG Fin, FP for LD1 Henry Hub tailgate - Louisiana +Strip: May01-Oct01 +Quantity: 2,500 MMBtus daily +Total Quantity: 460,000 MMBtus +Price/Rate: 5.57 USD / MMBtu +Effective Date: May 1, 2001 +Termination Date: October 31, 2001 + +Please call the ICE Help Desk at 770.738.2101 with any questions. + +Thanks, + + Kristi Tharpe + IntercontinentalExchange, LLC + 2100 RiverEdge Parkway, Fourth Floor + Atlanta, GA 30328 + Phone: 770-738-2101 + ktharpe@intcx.com + +" +"arnold-j/all_documents/762.","Message-ID: <15621636.1075857607475.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 07:54:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: NY hotels +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +good to me. get prices for the different types of rooms + + + + +""Jennifer White"" on 04/05/2001 12:19:52 PM +To: john.arnold@enron.com +cc: +Subject: NY hotels + + +Look what I found: http://www.60thompson.com/ + +There aren't many photos, but it sounds nice. Travelocity.com shows +cheaper, promotional rates. And I'll find out from Paula where she made +her reservations. + +I'm done. It's all up to you now. +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/763.","Message-ID: <22970122.1075857607496.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 06:20:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: NY hotels +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +got tix for tonight" +"arnold-j/all_documents/764.","Message-ID: <15113866.1075857607518.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 00:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +assume we're driving the 328 up to mom this friday after work" +"arnold-j/all_documents/765.","Message-ID: <11709921.1075857607539.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 00:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +assuming we're driving the car to dallas tomorrow after work..." +"arnold-j/all_documents/766.","Message-ID: <11901809.1075857607561.JavaMail.evans@thyme> +Date: Thu, 5 Apr 2001 00:30:00 -0700 (PDT) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +liz: +are the diamonds still available for tonight's game?" +"arnold-j/all_documents/767.","Message-ID: <15750823.1075857607583.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:43:00 -0700 (PDT) +From: john.arnold@enron.com +To: jenwhite7@zdnetmail.com +Subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: jenwhite7@zdnetmail.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 10:40 +PM --------------------------- + + +sandra delgado on 03/30/2001 04:27:11 PM +To: JOHN.ARNOLD@ENRON.COM +cc: +Subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED + + + AGENT SS/SS BOOKING REF +YFRJLU + + WHITE/JENNIFER + + + ENRON + 1400 SMITH + HOUSTON TX 77002 + ATTN: JOHN ARNOLD + + + DATE: MAR 30 2001 ENRON + +SERVICE DATE FROM TO DEPART +ARRIVE + +CONTINENTAL AIRLINES 12APR HOUSTON TX NEW YORK NY 335P 817P +CO 1700 V THU G.BUSH INTERCO LA GUARDIA + TERMINAL C TERMINAL M + SNACK NON STOP + RESERVATION CONFIRMED 3:42 DURATION + AIRCRAFT: BOEING 737-300 + SEAT 14E NO SMOKING CONFIRMED +WHITE/JENNIFER + +CONTINENTAL AIRLINES 15APR NEWARK NJ HOUSTON TX 1100A 139P +CO 209 Q SUN NEWARK INTL G.BUSH INTERCO + TERMINAL C TERMINAL C + SNACK NON STOP + RESERVATION CONFIRMED 3:39 DURATION + AIRCRAFT: MCDONNELL DOUGLAS DC-10 ALL SERIES + SEAT 29L NO SMOKING CONFIRMED +WHITE/JENNIFER + + AIR FARE 248.37 TAX 27.13 TOTAL USD +275.50 + + INVOICE TOTAL USD +275.50 + +PAYMENT: CCVI4128003323411978/0801/A234211 + +RESERVATION NUMBER(S) CO/OMMLDH + +WHITE/JENNIFER TICKET:CO/ETKT 005 7026661562 + +**CONTINENTAL RECORD LOCATOR: OMMLDH +THIS IS A TICKETLESS RESERVATION. PLEASE HAVE A +PICTURE ID AVAILABLE AT THE AIRPORT. THANK YOU +********************************************** +NON-REFUNDABLE TKT MINIMUM $100.00 CHANGE FEE + THANK YOU FOR CALLING VITOL TRAVEL + + +__________________________________________________ +Do You Yahoo!? +Get email at your own domain with Yahoo! Mail. +http://personal.mail.yahoo.com/?.refer=text +" +"arnold-j/all_documents/768.","Message-ID: <13173488.1075857607604.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:41:00 -0700 (PDT) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Friday?? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +arrive some time friday night. +leave some time sunday. + + + + +Karen Arnold on 04/04/2001 09:36:32 PM +To: john.arnold@enron.com, Matthew.Arnold@enron.com +cc: +Subject: Friday?? + + +Fax or email me your itinerary for the weekend. Fax 972-690-5151! Mom + +" +"arnold-j/all_documents/769.","Message-ID: <14678198.1075857607626.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:40:00 -0700 (PDT) +From: john.arnold@enron.com +To: fzerilli@powermerchants.com +Subject: Re: Jarnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Zerilli, Frank"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +do you still have the magazine and if so can you send it to me? + + + + +""Zerilli, Frank"" on 03/23/2001 12:05:51 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Jarnold + + + + + Jarnold + + - Jarnold.jpg + +" +"arnold-j/all_documents/77.","Message-ID: <26200205.1075849625862.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 00:03:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: Todays Meeting -- Dale Clark's email to HP following Ravi's storage + conferenc call 12/8 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +08:03 AM --------------------------- + + +Patrick_Tucker@enron.net on 12/08/2000 04:39:50 PM +To: shunter2@enron.com +cc: + +Subject: Todays Meeting + + + + +----- Forwarded by Patrick Tucker/Enron Communications on 12/08/00 02:42 PM +----- +|--------+-----------------------> +| | Dale Clark | +| | | +| | 12/08/00 | +| | 11:10 AM | +| | | +|--------+-----------------------> + +>----------------------------------------------------------------------------| + +| | + | To: daniel_morgridge@hp.com, +gerry_cashiola@hp.com | + | cc: Patrick Tucker/Enron Communications@Enron +Communications, | + | Matt Harris/Enron Communications@Enron +Communications | + | Subject: Todays Meeting + | + +>----------------------------------------------------------------------------| + + + + +Gentlemen: + +Thank you for your time this morning. Patrick and I feel this call swayed a +bit +off track, and would like to make some corrections to the messages that were +delivered today. + +Enron is looking for a much deeper and more strategic relationship with HP +than +a quick storage trade. We see value in working to define a big picture which +both HP and Enron find rewarding. Ravi did a great job explaining our trading +model, so now you understand the role of the trading desk. Our job is to +uncover +how best to use the trading desk in whatever strategic structure we build +together. + +As we are both Fortune 20 companies, we feel there is a world of opportunity +for +us together. Your internal initiative of ""always on"", fits well with our +bandwidth and storage on demand initiatives. We look forward to working with +you +to figure out the best way to put them all together. + +*********************************************************** + +Dale Clark +Manager: Enterprise Marketplace Solutions +Phone: (503) 886-0493 +Fax: (503) 886-0441 +Cell: (503) 708-6909 +dale_clark@enron.net + + + + + +" +"arnold-j/all_documents/770.","Message-ID: <4302704.1075857607649.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: Incremental Fuel Switching For Distillate-- Summer Estimate +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i read this as though 1.5 bcf/d of more switching takes place in the summer +versus today. is that because of the forward curves are backwardated for 2 +and contango for natty? + + +From: Jennifer Fraser/ENRON@enronXgate on 03/27/2001 06:55 PM +To: John Arnold/HOU/ECT@ECT +cc: Alex Mcleish/EU/Enron@Enron, Richard Lassander/ENRON@enronXgate +Subject: Incremental Fuel Switching For Distillate-- Summer Estimate + +Given the shape of the curve, my guess for incremental substitution is +1.5Bcf/d for No2 oil. +So for the period May-Sep01 an extra 1.5Bcf/d will be put back into the +system due to No2 oil usage. + + + + +Futures Settlements Mar27-01 + NG CL BRT HO GSL HU PN + $/Mmbtu $/BBL $/BBL Cts/Gal $/ MT Cts/Gal Cts/gal +APR1 5.621 27.75 25.40 0.7794 216.25 0.9395 0.5375 +MAY1 5.661 27.84 25.50 0.737 213.75 0.9306 0.5375 +JUN1 5.703 27.66 25.39 0.7235 212.25 0.9111 0.5400 +JUL1 5.738 27.40 25.26 0.724 212.50 0.8853 0.5425 +AUG1 5.753 27.12 25.09 0.727 213.00 0.8558 0.5450 +SEP1 5.713 26.85 24.91 0.7325 213.00 0.819 0.5475 +OCT1 5.708 26.58 24.73 0.739 213.50 0.7765 0.5575 +NOV1 5.813 26.31 24.53 0.745 214.25 0.7525 0.5600 +DEC1 5.913 26.03 24.27 0.7490 215.00 0.739 0.5600 + + + + + + + +Futures Settlements DIFFS VS NG (USD/ MMBTU) (CDTY- +NG) + NG CL BRT HO GSL HU PN + $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu +APR1 0.00 -0.86 -1.29 0.00 -0.64 2.19 0.28 +MAY1 0.00 -0.88 -1.32 -0.35 -0.74 2.08 0.24 +JUN1 0.00 -0.95 -1.38 -0.49 -0.81 1.87 0.22 +JUL1 0.00 -1.03 -1.43 -0.52 -0.84 1.62 0.22 +AUG1 0.00 -1.10 -1.48 -0.51 -0.84 1.36 0.23 +SEP1 0.00 -1.10 -1.47 -0.43 -0.80 1.10 0.41 +OCT1 0.00 -1.14 -1.50 -0.38 -0.79 0.75 0.44 +NOV1 0.00 -1.30 -1.63 -0.44 -0.88 0.45 #REF! +DEC1 0.00 -1.44 -1.78 -0.51 -0.96 0.23 0.23 + +Date 27-03 + +Legend +NG NYMEX Nat Gas +CL NYMEX Crude Oil +BRT IPE Brent +HO NYMEX Heating Oil +GSL IPE Gasoil +HU NYMEX Gasoline +PN 1 BBL = 42 Gal + + + + +Date 27-03 + +Conversions +NG 1 BBL = 5.825 MMBtu +CL +BRT +HO 1 BBL = 42 Gal +GSL 1 BBL =0.134 MT +HU 1 BBL = 42 Gal +PN 1 BBL = 42 Gal + + + + + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + +" +"arnold-j/all_documents/771.","Message-ID: <5757544.1075857607671.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 15:23:00 -0700 (PDT) +From: john.arnold@enron.com +To: michael.gapinski@ubspainewebber.com +Subject: Re: Monday Conference Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mike: +Two questions regarding fees: +1. What will you charge for placement fee on a 750,000-1,000,000 type +investment into the hedge funds? +2. I understand your cost structure is a little higher than Fidelity. +However, I was charged over $1,000 on my option trade for a transaction that +Fidelity charges $147.50. Is there any justification? + +Please understand that my basis for developing an account with Paine Webber +is dependent upon an agressive fee structure. I don't want to see my +above-market returns compromised by high fees. +Thanks, +John" +"arnold-j/all_documents/772.","Message-ID: <29619849.1075857607693.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:39:00 -0700 (PDT) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: Guggenheim/Enron Event May 24th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +planning on going. which night are you inviting guys for? + +also, heard there were some issues about contract negotiations. don't know +specifics but if you want to discuss give me a call. might be able to +mediate this a little bit if you want. + + + + +Caroline Abramo@ENRON +03/30/2001 03:37 PM +To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron +cc: +Subject: Guggenheim/Enron Event May 24th + +I think you guys need to attend +---------------------- Forwarded by Caroline Abramo/Corp/Enron on 03/30/2001 +04:37 PM --------------------------- + + + + From: Per Sekse @ ECT 03/30/2001 12:02 PM + + +To: Caroline Abramo/Corp/Enron@Enron, Russell Dyk/Corp/Enron@ENRON +cc: + +Subject: Guggenheim/Enron Event May 24th + +I'm asking for 20 tickets, possibly 40 depending on whether they have spouces +attending. Make a note for the calander. I'm thinking we can use this to get +people like Paul Tudor Jones, Louis Bacon, etc. to attend an Enron function, +while also gving the traders an opportunity to go as well. + +Per +---------------------- Forwarded by Per Sekse/NY/ECT on 03/30/2001 02:10 PM +--------------------------- +From: Margaret Allen@ENRON on 03/29/2001 02:40 PM CST +To: Michael L Miller/NA/Enron@Enron, Alan Engberg/HOU/ECT@ECT, George +McClellan/HOU/ECT@ECT, Mark Tawney/Enron@EnronXGate, Tim +Battaglia/Enron@EnronXGate, John Arnold/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, Eric Holzer/ENRON@enronXgate, Lauren +Iannarone/NY/ECT@ECT, Kimberly Friddle/NA/Enron@ENRON, Peggy +Mahoney/HOU/EES@EES, Suzanne Rhodes/HOU/EES@EES, Edward Ondarza/Enron +Communications@Enron Communications, Rick +Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Eric Gonzales/LON/ECT@ECT, +per.sekse@enron.com, Christie Patrick/HOU/ECT@ECT, Raymond +Bowen/enron@enronxgate, Jeffrey A Shankman/Enron@EnronXGate, Randal +Maffett/HOU/ECT@ECT +cc: Dennis Vegas/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Yvette +Simpson/Corp/Enron@ENRON, Margaret Allen/Corp/Enron@ENRON +Subject: Guggenheim/Enron Event + +Hello all, + +Over the last few weeks correspondence has been disseminated to you in +regards to opportunities with the Guggenheim Museum in New York. We need to +get a more accurate head count if we would like to have a private Enron event +at the Frank Gehry Exhibit. Tentatively, we have May 24th on hold and Frank +Gehry has agreed to be in attendance, which is an added-value. The event +would be a formal dinner with approximately 150-200 people, including Enron +executives and their potential/existing customers. Again, the attendance +list is created through your requests but Enron Corporate covers the cost of +the event (excluding travel arrangements). + +We need to make a firm commitment to the Guggenheim by Monday. Please let me +know approximately how many people you would like to bring by tomorrow. Feel +free to call me at 39056 or email me if you have any questions. + +Thanks, Margaret + + + + + +" +"arnold-j/all_documents/773.","Message-ID: <7253161.1075857607715.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:37:00 -0700 (PDT) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: credit facility...finally +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +good to hear. met john galperin today. give me a call soon to dicuss how +to most effectively use the line. + + + + +""Piasio, Stephen [FI]"" on 03/30/2001 03:42:08 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: credit facility...finally + + +Did the Palestinians settle with the Israelis? No. Did Dan Reeves settle +with John Elway? No. Did Anna Nicole Smith settle with her in-laws? No. + +But Salomon Smith Barney and Enron have settled all the issues and have +agreed to the $50 million credit facility. The documents are in Mary Cook's +capable hands and should be completed next week. + +In addition, I hope that Jon Davis' cooling demand presentation on Wednesday +(3:15) will be valuable for your trading endeavors. John Galperin (on our +desk) will introduce Jon. Try to stay awake during John's introduction. + + +" +"arnold-j/all_documents/774.","Message-ID: <641546.1075857607738.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st + Quarter 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please add +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:32= +=20 +PM --------------------------- +From: Debbie Nowak/ENRON@enronXgate on 04/03/2001 02:33 PM +To: Jeffery Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime=20 +Alatorre/NA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Phillip K= +=20 +Allen/HOU/ECT@ECT, Ramon Alvarez/Ventane/Enron@Enron, John=20 +Arnold/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Jarek=20 +Astramowicz/WAR/ECT@ECT, Mike Atkins/HOU/EES@EES, Philip=20 +Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT, Wilson=20 +Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES, Edward D= +=20 +Baughman/ENRON@enronXgate, Kenneth Bean/HOU/EES@EES, Kevin=20 +Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20 +Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,= +=20 +Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,= +=20 +Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20 +Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,= +=20 +Riccardo Bortolotti/LON/ECT@ECT, Dan Boyle/Corp/Enron@Enron, William S=20 +Bradford/HOU/ECT@ENRON, Michael Brown/ENRON@enronXgate, William E=20 +Brown/ENRON@enronXgate, Harold G Buchanan/HOU/EES@EES, Don=20 +Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob Butts/GPGFIN/Enron@ENRON,= +=20 +Christopher F Calger/PDX/ECT@ECT, Eduardo Camara/SA/Enron@Enron, Nigel=20 +Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cary M=20 +Carrabine/Corp/Enron@Enron, Rebecca Carter/Corp/Enron@ENRON, Lou Casari/Enr= +on=20 +Communications@Enron Communications, Chee Ken Chew/SIN/ECT@ECT, Craig=20 +Childers/HOU/EES@EES, Paul Chivers/LON/ECT@ECT, Larry Ciscon/Enron=20 +Communications@Enron Communications, Edward Coats/ENRON@enronXgate, Remi=20 +Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT@ENRON, Deborah=20 +Culver/HOU/EES@EES, Greg Curran/CA/Enron@Enron +cc: =20 +Subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st=20 +Quarter 2001=20 + +The March 30th Executive Forum has been moved to Friday, April 20th from 3:= +00=20 +p.m. to 4:30 p.m. + +If your calendar permits and you would like to attend, please RSVP to the= +=20 +undersigned no later than April 18th. =20 + +Thanks very much! + +Debbie Nowak +Executive Development +Houston, TX +Tel. 713.853.3304 +Fax: 713.646.8586 + + -----Original Message----- +From: Debbie Nowak =20 +Sent: Wednesday, March 07, 2001 8:35 PM +To:=20 +Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001 + +The Office of the Chairman would like to invite you to participate at an=20 +Enron Executive Forum. This invitation is extended to +anyone who attended an Executive Impact and Influence Program within the pa= +st=20 +two years. These informal, interactive forums +will be 90 minutes in length and held several times per year. + +Most of the participants in the Executive Impact and Influence program have= +=20 +indicated a strong desire to express opinions, share +ideas, and ask questions to the Office of the Chairman. Although not=20 +mandatory to attend, the forums are designed to address those issues. They= +=20 +also afford the Office of the Chairman opportunities to speak directly to i= +ts=20 +executive team, describe plans and initiatives, do =01&reality checks=018, = +create a=20 +=01&rallying point=018 and ensure Enron=01,s executive management is on the= + =01&same=20 +page=018 about where Enron is going---and why. + +To accommodate anticipated demand, we currently have two sessions: + +Choice: (Please rank in order of preference 1 or 2 for a session below. Yo= +u=20 +will attend only one session.) + +______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M + +______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M =20 + + +The Office of the Chairman will host the forum. Here=01,s how it will work: +? Each session will have approximately 20 participants. +? The format will be honest, open, interactive dialogue. +? This will be your forum. Don=01,t expect to simply sit and listen to=20 +presentations.=20 +? This will not be the place for anonymity. You can safely ask your own=20 +questions and express your own opinions. +? You can submit questions/issues in advance or raise them during the forum= +. +? Some examples of topics you might want to discuss include, but are not=20 +limited to: the direction of Enron, business goals/results, M&A activitie= +s,=20 +projects/initiatives, culture, leadership, management practices, diversity,= +=20 +values, etc. + +Because the forum will work only if everyone actively participates, we=20 +encourage you to accept this invitation only if you=20 +intend to have something to say and if you are willing to allow others to d= +o=20 +the same. For planning purposes, it is essential that=20 +you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20 +Nowak, or via fax 713.646.8586. =20 + +Once we have ensured an even distribution of participants throughout these= +=20 +sessions, we will confirm with you, in writing, +as to what session you will attend. We will try to honor requests for firs= +t=20 +choices as much as possible. =20 + +Should you have any questions or concerns, please notify Gerry Gibson by=20 +e-mail (gerry.gibson@enron.com). Gerry can also be reached at 713.345.6806= +. + +Thank you. + +" +"arnold-j/all_documents/775.","Message-ID: <11506711.1075857607821.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:33:00 -0700 (PDT) +From: john.arnold@enron.com +To: sarah.mulholland@enron.com +Subject: Re: us fuel 4/2/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Mulholland +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe. hydro situation dire in west. think water levels are at recent +historical lows. problem is from gas standpoint, west is an island right +now. every molecle that can go there is. so will provide limited support to +prices in east. hydro in east is actually very healthy. would assume your +markets are targeting eastern u.s. so i dont know if hydro problem in west is +that relevant. + + + + +Sarah Mulholland +04/04/2001 08:09 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: us fuel 4/2/01 + +interesting comment from singapore........ + +hope things are going well up there. +---------------------- Forwarded by Sarah Mulholland/HOU/ECT on 04/04/2001 +08:08 AM --------------------------- + + +Hans Wong +04/04/2001 08:05 AM +To: Sarah Mulholland/HOU/ECT@ECT +cc: Niamh Clarke/LON/ECT@ECT, Stewart Peter/LON/ECT@ECT, Caroline +Cronin/EU/Enron@Enron, Angela Saenz/ENRON@enronXgate +Subject: Re: us fuel 4/2/01 + +i was reading something interesting last week somewhere on states coping with +the coming summer---the report was on the amount of ice -not huge enough from +this winter to provide enough water for hydroelectricity during +summer.farmers were encouraged to cultivate crops that consume less water-the +first thing i can think of is low sul fueloil as natgas will be well +supported-thus european lsfo will be arbg to the states.just my +thought-hi/low play worth watching + + + +" +"arnold-j/all_documents/776.","Message-ID: <19109967.1075857607842.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Miami +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i talked to fred today. i think he's in so lets assume it's a go. when is +the last day to cancel and get our money back? + + + + +Ina Rangel +04/04/2001 11:14 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Miami + +John, + +It looks like Fred is not going to do the Miami trip after all. Do you still +want me to book it for the Financial group? If not, I will cancel the +reservations that are on hold. + +-Ina + +" +"arnold-j/all_documents/777.","Message-ID: <31756825.1075857607865.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 13:28:00 -0700 (PDT) +From: john.arnold@enron.com +To: sharad.agnihotri@enron.com +Subject: Re: Gas Implied Volatility Smile +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sharad Agnihotri +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +unfortunately, mathematical analysis of skew is extremely hard to do. the +question is why does skew exist and does the market do a proper job of +correcting for violations of the black scholes model. in my mind, there are +three big reasons for skew. one is that the assumption of stochastic +volatility as a function of price level gets violated. commodities tend to +have long range trading ranges that exist due to the economics of supply and +elasticity of the demand curve. nat gas tends to be relatively stable when +we are in that historical pricing environment. however, moving to a +different pricing regime tends to bring volatility. an options trader wants +to be long vol outside the trading range, believing that a breakout of the +range leads to volatility while trying to find new equilibrium. supports a +vol smile theory. in addition, in some commodities realized vol is a +function of price level. nat gas historically is more volatile at $5 than at +$4 and more volatile at $4 than $3. thus there has been a tendency for all +calls to have positive skew and all puts except weenies to have negative +skew. the market certainly trades this way as vol has a tendency to come off +in a declining market and increase in a rising market. to test, regress 15 +day realized vol versus price level and see if there is any correlation. +second reason is heptocurtosis, fatter tails than lognormal distribution +predicts. supports vol smile theory. easy to test how your market compares +by plotting historical one day lognormal returns versus expected +distribution. +third, is just supply and demand. in a market where spec players are +bearish, put skew tends to get bid as vol players require more insurance +premium to add incremetal risk to the book. if you have a neutral view +towards market, or believe that market will come off but in an orderly +fashion, enron can take advantage of our risk limits by selling more +expensive insurance. crude market tends to have strong put skew and weak +call skew as customer business in options is nearly all one way: producer +fences. if you believe vol is stochastic in the region of prices where the +fence strikes are, can be profitable to take other side of trade. +if you want to discuss further give me a call 4-6 pm houston time. hope this +helps, +john + + + + +Sharad Agnihotri +04/04/2001 12:44 PM +To: Mike Maggi/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Implied Volatility Smile + +John, Mike + +I work for the London Research team and am looking at +some option pricing problems for the UK gas desk. +Dave Redmond the options trader told me that you had done +some fundamental research regarding +the gas implied volatility smiles and may be able to help. + +I would be grateful if you tell me +what you have done or suggest +someone else that I could ask. + +Regards +Sharad Agnihtori + + +" +"arnold-j/all_documents/779.","Message-ID: <4428353.1075857607910.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 12:47:00 -0700 (PDT) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: moving on +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Congrats, thought you were headed to aig. how long til you get to short +natty again? + + + + +slafontaine@globalp.com on 04/04/2001 02:05:52 PM +To: slafontaine@globalp.com +cc: +Subject: moving on + + + +i ve resigned from global today. it is a difficult decision from the stand +point +that I have been very happy in the short time I've been here. I wil still be +in +the energy business doing very much the same as i am doing now. I felt that +the +oportunity which came up was the best thing for my career and family in the +long +term. I look forward to speaking to all of you in the future and I'll contact +you as soon as i get set up in the next couple of weeks. +home phone 508-893-6043 +home email oakley2196@aol.com +regards,steve + + + +" +"arnold-j/all_documents/78.","Message-ID: <12045796.1075849625888.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 00:58:00 -0800 (PST) +From: peter.goebel@enron.com +To: jeff.youngflesh@enron.com +Subject: Re: Product Quotes and Software License Agreement (BMC / EBS info) +Cc: glenn.lewis@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: glenn.lewis@enron.com, jennifer.medcalf@enron.com +X-From: Peter Goebel +X-To: Jeff Youngflesh +X-cc: Glenn Lewis, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jeff, + +Two points: 1) We do not want to tie the deals together in any form of +written communication. We must be very careful going down this path. Your +comment below is very valid. 2) Having said that, we can certainly help +facilitate putting together an agreement with the understanding that I will +not put my people through a fire drill. We need total buy in from all the +parties. GSS has already wasted a lot of time on this process. Let us know +the next step and Glenn and I will be happy to help with the agreement. + +Cheers! + +Peter L. Goebel +Director, Sourcing Portfolio Leader - IT & Utilities +Global Strategic Sourcing +Work: 713-646-7810 +Cell: 713-851-5673 + + + + + + Jeff Youngflesh + 12/11/2000 09:21 AM + + To: Jennifer Medcalf/NA/Enron@Enron, Peter Goebel/NA/Enron@Enron + cc: Glenn Lewis/NA/Enron@ENRON + Subject: Product Quotes and Software License Agreement (BMC / EBS info) + +Jennifer and Peter, welcome back...! + +Attached are the notes from the EBS team and BMC organization regarding the +proposals to EBS and Net Works (etc.) from BMC. + +I am curious, Peter (or Glenn), if it is reasonable of BMC to make the +statement to the effect that, ""...the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place..."". Is that cutting it +close on the restraint of trade issue? + +Bob McAuliffe has informed me in a note that if his people (Matson & Cumming) +choose the BMC product at testing conclusion, he would support their +decision. Smith and Ogg have given ""no go"" indications. I have received +that information from Bruce Smith in a telephone conversation, but Jim Ogg's +lack of communication with me is what I have used to draw a similar +conclusion for his situation... + +BMC and EBS both, I believe, are wanting GSS to do the contract work for this +deal. It is my understanding, Peter, that the timing of that request might +be a problem for your guys...Perhaps we should have a quick, informal pow-wow +about this? + +Thanks, +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/07/2000 05:55 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications + Subject: Product Quotes and Software License Agreement + +Jeff, + +Attached are all the outstanding deal proposals from BMC. Lets push for some +addl discounts so we can get each of these guys a ""win"". I have asked our +BMC contacts to reduce these quotes already due to our partnership but I am +sure you know how to handle this best. + +We need your help Jeff, we cant do it without you. + +Thanks, + +STeve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/07/00 05:55 PM +----- + + Ann_Munson@bmc.com + 12/07/00 10:13 AM + + To: Stephen Morse/Enron Communications@Enron Communications + cc: Chaz Vaughan/Enron Communications@Enron Communications, +Bernie_Goicoechea@bmc.com + Subject: Product Quotes and Software License Agreement + + + +Hi Steve, + +It was nice talking to you. Included here are the Product quotes that we +sent to the groups. The Incontrol has multiple spreadsheets for Bruce +Smith's projects. Real Media is for Everett. The other two are self +explanatory. + +The concern that we have is that there is still not a quote for Jim Ogg and +therefore it is not a quantified amount for the deal we're doing together. +That is significant because it effects discounts, volume, and certainly the +more BMC product that Enron targets the better for this deal. + +As mentioned in the phone call, I'll send you a soft copy of the Enron Corp +(which includes EBS) software license agreement with BMC if I can get it for +you. Otherwise it will be a hard copy when you come over today. It +includes the terms of liability, warranty, etc. + +I look forward to seeing you today. + +Best regards, +Ann + <> <> +<> <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - Enron RealMedia KM Order 2.xls + - Enron - Doug Cummins team.xls + - Enron - Randy Matson team.xls + - Enron INCONTROL Product Order Form 11-28-00.xls + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 02:46 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: The EBS Enron agreement + +Hi Jeff, + +I hope you are doing well. There have been some interesting developments on +the way to the Enron Broadband/BMC agreement since we last spoke. +Apparently, it is extremely important to Jim Crowder to get this agreement +in place by December 15. As a result of the conversation between Jim +Crowder and Jeff Hawn, BMC Exec., I have been directed to help Steve Morse +and Chaz Vaughan in leveraging the best deal possible for the various +projects that Enron is considering with BMC. As you are aware, we have +already proposed several individual deals. In addition to those we are +including some deals in which there has been an expressed interest so that +Enron can take advantage of the pricing that this partnership will bring to +you. + +The purpose of this e-mail is to give you a heads up on the acceleration of +timing that we have been directed to work towards and to let you know that +we have already agreed to bring our price down in order to make the price +more attractive to Enron. We would very much appreciate your help in +expediting the process of bringing this agreement to closure. In my next +e-mail I will send you a list of all the outstanding BMC proposals to Enron. + +Best regards, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 03:34 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: BMC Projects at Enron + + +Hi Jeff, + +Here's the attachments I told you that I would send you. The Incontrol +contains two spreadsheets. + + <> <> +<> <> <> <> <> + +Taker care, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + + + + + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:36 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: Application of the Discount + +Hi Jeff, + +I'm sure you already realize this, but for the sake of clarification, it's +important to make sure that I state that the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place. + +Best regards, +Ann + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:55 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'Chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" + Subject: Please Use this Attachment... + + +....to replace the Word Document that I sent you previously. As per my +voice mail to you. + + <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + + +" +"arnold-j/all_documents/780.","Message-ID: <3599780.1075857607931.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 04:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +txu buy 200 u @5255" +"arnold-j/all_documents/781.","Message-ID: <2863167.1075857607953.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 04:34:00 -0700 (PDT) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: Transcanada Trade... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 11:33 +AM --------------------------- + + +""Zerilli, Frank"" on 04/04/2001 11:09:21 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: Transcanada Trade... + + +Just to confirm this trade: + +Enron buys futures and sells LD swaps in the following months. EFP +posting price is NYMEX settlement price on 4/30/01. + +Jul '01-176 lots +Aug'01-157 lots +Sep'01-443 lots +Nov'01-132 lots +Jan'02-233 lots +Feb'02-283 lots +Mar'02-607 lots + + +Counter Party is Transcanada and they are posting with Man South. + +Thanks again.. + + +" +"arnold-j/all_documents/782.","Message-ID: <4206221.1075857607976.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 01:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:31 +AM --------------------------- + + Enron North America Corp. + + From: Dutch Quigley 04/04/2001 07:46 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +http://gasmsgboard.corp.enron.com/msgframe.asp +" +"arnold-j/all_documents/783.","Message-ID: <28334405.1075857608002.JavaMail.evans@thyme> +Date: Wed, 4 Apr 2001 01:31:00 -0700 (PDT) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 4/4 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:30 +AM --------------------------- + + +SOblander@carrfut.com on 04/04/2001 07:21:04 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 4/4 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude38.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas38.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil38.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded38.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG38.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG38.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL38.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/784.","Message-ID: <11851627.1075857608024.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 05:27:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you in for the game?" +"arnold-j/all_documents/785.","Message-ID: <11195921.1075857608045.JavaMail.evans@thyme> +Date: Tue, 3 Apr 2001 01:16:00 -0700 (PDT) +From: john.arnold@enron.com +To: kim.ward@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kim Ward +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i've realized i'm too old to stay up til 1 on a school night" +"arnold-j/all_documents/786.","Message-ID: <30145423.1075857608067.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 07:32:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no not necessarily... just sick of her at the moment, + + +From: Margaret Allen@ENRON on 04/02/2001 01:32 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +what a pisser -- i'm still in austin so i can't go. what about your +girlfriend? is she on her way out? + + + + + John Arnold@ECT + 04/02/2001 12:25 PM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +i may have some u2 tix for tonight, wanna go? + + + +" +"arnold-j/all_documents/787.","Message-ID: <15766858.1075857608093.JavaMail.evans@thyme> +Date: Mon, 2 Apr 2001 05:25:00 -0700 (PDT) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i may have some u2 tix for tonight, wanna go?" +"arnold-j/all_documents/788.","Message-ID: <14241691.1075857608114.JavaMail.evans@thyme> +Date: Fri, 30 Mar 2001 04:19:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you're right though...it seems like bo and i are always on the opposite side +of each other. " +"arnold-j/all_documents/789.","Message-ID: <16345695.1075857608136.JavaMail.evans@thyme> +Date: Fri, 30 Mar 2001 04:05:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fyi : bo is a big put buyer and fence seller today. though he is trying to +defend j. + + + + +slafontaine@globalp.com on 03/29/2001 09:22:15 PM +To: John.Arnold@enron.com +cc: +Subject: Re: power gen + + + +agree on view. as u cud tell i got a little less bearish for a bit so i delta +hedged and day traded to keep from losing a ton, let go og the delta after aga +number which was exactly on my forecast still implying 7.5 bcf swing(i +actually +thot it could have been worse so my range pre was 5-12 basis past cupla weeks +aga. that said i with you took my lumps. having a very good month in petro +helped me hold on to natgas shit p&l. got most of it back now tho.trying to be +more patient. + think we hold 5.20's for another week or so-must be plenty chopped up +traders mite mean we lose some momentum for a bit. + what the hell was going on today between you and bo(seems i see this more +and more)? how come he always seems to be fighting you on this stuff. if he +would go the same way as you(and i) this mkt would just crap. either way im +unwinding-gonna be making a jump soon(thats p&c for the moment). will keep u +informed of course. + power gen up 3% last week and cal rate hikes the kiss of death for demand in +cal this summer i think + + + + + +John.Arnold@enron.com on 03/29/2001 07:45:02 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: power gen + + + + + +Wow, what a week so far. Beauty of a short squeeze early on. Even some of +the biggest bears I know were covering to reestablish when the market lost +its upward momentum. Unfortunately, my boat is too big to play that way. +Takes too long to put the size of the position I manage on or off to play +that game. just had to sit back and take my lumps. couldnt have been a +more bearish aga # in my opinion. got one more decent one and then watch +out below. amazing that we've had more demand destruction recently. the +economy is the 800 pound gorilla that is sitting on nat gas and it aint +getting up. + + + + + + +" +"arnold-j/all_documents/79.","Message-ID: <19809412.1075849625911.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 04:51:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: gerry_cashiola@hp.com +Subject: +Cc: jennifer.medcalf@enron.com, peter.goebel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, peter.goebel@enron.com +X-From: Sarah-Joy Hunter +X-To: gerry_cashiola@hp.com +X-cc: Jennifer Medcalf, Peter Goebel +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Gerry: + +Per your voicemail, your suggestion to kick off the conference call at 1PM +with Peter and have Mike Hegeman join the call at 1:30 PM is fine. + +Sarah-Joy" +"arnold-j/all_documents/790.","Message-ID: <11977228.1075857608175.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 11:10:00 -0800 (PST) +From: john.arnold@enron.com +To: tom.wilbeck@enron.com +Subject: Re: technical help for interviewing traders +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tom Wilbeck +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +In regards to gas: +what signals do you for in determining your view? +what resources do you use to formulate a price view? +give example of complex transaction you've structured for a customer. +where is storage now relative to history? what is the highest and lowest +level we've been at in past 5 years? +what are your short, medium, and long term views of gas market? +what major basis changes have occured in the market over the past 5 years? +What do you expect in the next 5? +how should a storage operator decide whether or not to inject on any given +day? + +In regards to derivatives in order of difficulty +What are delta/gamma/theta? +if you buy a put spread, is your delta positive, negative, or zero? +Is swap price equal to simple average of futures contracts? +If interest rates go up what happens to option prices all else equal? +what is the value of a european $1 call expiring in 12 months if +corresponding futures are trading $5? +what happens to delta of an option if volatility increase? + + + + +From: Tom Wilbeck/ENRON@enronXgate on 03/23/2001 03:35 PM +To: John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT +cc: +Subject: technical help for interviewing traders + +Jeanie Slone was telling me that you were among the best interviewers in the +trading group. Because of your expertise in this area, I was wondering if +you could help me put some technical questions together that you've found to +be effective in interviewing Gas Traders. + +Norma Hasenjager is in our Omaha office needs this information ASAP in order +to help her screen some candidates. It would be great if you could respond +to this with two or three questions that you've used in the past to select +good Gas Traders. + +Thanks for your help. + +Tom Wilbeck +EWS Training and Development + +" +"arnold-j/all_documents/791.","Message-ID: <8235097.1075857608196.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:57:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you set up a 5 minute mtg with me and all of the assistants and runners +in regards to what we discussed this week" +"arnold-j/all_documents/792.","Message-ID: <28804340.1075857608218.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:51:00 -0800 (PST) +From: john.arnold@enron.com +To: tom.moran@enron.com +Subject: Re: ICE Trading Platform - Financial Gas Counterparties +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Tom Moran +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks + + +From: Tom Moran/ENRON@enronXgate on 03/29/2001 02:43 PM +To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT +cc: +Subject: ICE Trading Platform - Financial Gas Counterparties + +John/Dutch + +There are currently 3 counterparties which would like to have the ability to +trade financial gas with Enron but that credit has closed on the ICE platform. + +AES NewEnergy, Inc. No Master +Trafigura Derivatives Limited Poor credit quality +e prime, inc. Poor credit quality + + +Regards, +tm + +" +"arnold-j/all_documents/793.","Message-ID: <24763433.1075857608240.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:46:00 -0800 (PST) +From: john.arnold@enron.com +To: sales@cortlandtwines.com +Subject: Re: Cortlandt Wines.Spirits Invoice - Thank you for your order! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sales@cortlandtwines.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I understand you are out of one of the wines. Please fill remaining order. +thanks, john + + + + +sales@cortlandtwines.com on 03/25/2001 06:16:00 PM +To: jarnold@enron.com +cc: +Subject: Cortlandt Wines.Spirits Invoice - Thank you for your order! + + +Thank you for your order. +Your order is number 35257 placed on 3/25/2001. +Here are the items you selected: + +SKU | Qty | Producer | Product Name | Price | Extended Price +-------------------------------------------------------------------- + +5711 | 4 | Matanzas Creek Merlot | $49.99 | $199.96 + +5353 | 4 | Matanzas Creek Merlot | $59.99 | $239.96 + +6035 | 4 | Altesino Super Tuscan | $35.00 | $140.00 + +Total Shipping: +Total Tax: $0.00 + +The total for your order: $579.92 + +Here is the contact information we have for you: +-------------------------------------------------------------------- + Customer ID: ArnJoh35263 + Password: cowboy + +Please make a note of your Customer ID and Password for future purchases. + + Name: John Arnold + Address: 909 Texas Ave #1812 + Houston, TX 77002 + USA + Email: jarnold@enron.com + Phone: 713 229 9278 + +APPROPRIATE SALES TAX WILL BE APPLIED. +SHIPPING CHARGES WILL BE ADDED TO ORDER SEPARATELY. + +If there is a problem, please call us. + +Thank you. + +Cortlandt Wines.Spirits +447 Albany Post Rd +Croton on Hudson, NY 10520 +Sales: 914.271.7788 +Fax: 914.271.4414 +Email: sales@cortlandtwines.com +WWW: http://www.cortlandtwines.com/ + + +" +"arnold-j/all_documents/794.","Message-ID: <23409033.1075857608262.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:45:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Wow, what a week so far. Beauty of a short squeeze early on. Even some of +the biggest bears I know were covering to reestablish when the market lost +its upward momentum. Unfortunately, my boat is too big to play that way. +Takes too long to put the size of the position I manage on or off to play +that game. just had to sit back and take my lumps. couldnt have been a more +bearish aga # in my opinion. got one more decent one and then watch out +below. amazing that we've had more demand destruction recently. the economy +is the 800 pound gorilla that is sitting on nat gas and it aint getting up. " +"arnold-j/all_documents/795.","Message-ID: <9905502.1075857608283.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:38:00 -0800 (PST) +From: john.arnold@enron.com +To: clayton.vernon@enron.com +Subject: Re: ? about turf +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Clayton Vernon +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +As long as I own Enron stock, the desks are my colleagues. Feel free to +share the info with Hunter and Chris. + + + + + Clayton Vernon @ ENRON + 03/26/2001 03:45 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: ? about turf + +John- + +My name is Clayton Vernon, and I am the Manager for Models and Forecasts for +East Power Trading, reporting to Lloyd Will. + +I'm helping Research (and Toim Barkley) with a data visualization tool for +EOL trades, and I wanted for you to know I'd like to make this product +helpful for you. + +In doing so, I'd like to also let my colleagues Chris Gaskill/Hunter Shively +avail themsevles of this tool. But, I need to find out if the desks are your +colleagues or, as things shape up, your competitors, since some trades are +between Enron desks. + +Can Chris/Hunter see synopses of all of our EOL gas trades, after the fact? + +Clayton Vernon + +" +"arnold-j/all_documents/796.","Message-ID: <18250270.1075857608305.JavaMail.evans@thyme> +Date: Thu, 29 Mar 2001 10:36:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: Astro's Baseball Season Tickets +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kim: +Can I get 4 tix for the following games: +Apr 21 or 22 vs. St Louis +Jun 15 vs Texas +Jun 17 vs Texas +Thanks, +John + + +From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/27/2001 09:45 AM +Sent by: Kimberly Hillis/ENRON@enronXgate +To: Phillip K Allen/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Joseph +Deffner/ENRON@enronXgate, Brian Redmond/HOU/ECT@ECT, Colleen +Sullivan/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, +John Arnold/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Hunter S +Shively/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Rogers +Herndon/HOU/ECT@ect, Barry Tycholiz/NA/Enron@ENRON, Dana +Davis/ENRON@enronXgate, Fred Lagrasta/HOU/ECT@ECT, Thomas A +Martin/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Edward D +Baughman/ENRON@enronXgate, Harry Arora/ENRON@enronXgate, Don +Miller/HOU/ECT@ECT, Ozzie Pagan/ENRON@enronXgate, Michael L +Miller/NA/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Jim +Schwieger/HOU/ECT@ECT, Carl Tricoli/Corp/Enron@Enron, Frank W +Vickers/NA/Enron@Enron, Mark Whitt/NA/Enron@Enron, Ed McMichael/HOU/ECT@ECT, +Jesse Neyman/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Douglas +Clifford/NY/ECT@ECT, Michael J Miller/Enron Communications@Enron +Communications, Allan Keel/ENRON@enronXgate, Scott Josey/ENRON@enronXgate, +Bruce Sukaly/ENRON@enronXgate, Julie A Gomez/HOU/ECT@ECT, Jean +Mrha/NA/Enron@Enron, C John Thompson/ENRON@enronXgate, Steve +Pruett/ENRON@enronXgate, Gil Muhl/Corp/Enron@ENRON, Michelle +Parks/ENRON@enronXgate, Brad Alford/NA/Enron@Enron, Robert Greer/HOU/ECT@ECT +cc: Louise Kitchen/HOU/ECT@ECT, Tammie Schoppe/HOU/ECT@ECT +Subject: Astro's Baseball Season Tickets + +The 2001 Astro's season is about to kick-off and Enron Americas Office of the +Chairman has four tickets to each game available for customer events. + +If you are interested in using the tickets, please call Kim Hillis at x30681. + + + + + + + + +" +"arnold-j/all_documents/797.","Message-ID: <11239564.1075857608327.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 23:20:00 -0800 (PST) +From: john.arnold@enron.com +To: trademup@yahoo.com +Subject: Re: missing a couple jumbos? +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher Sturm @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thanks, i'll check it out + + + + +Fletcher Sturm on 03/28/2001 08:41:40 PM +To: john.arnold@enron.com +cc: +Subject: missing a couple jumbos? + + + + +johnny, + +my new deal p/l from yesterday (tue) looked a little on the high side,?so i +asked my?guy to double check my deals.? he checked them today and said they +all checked out.? but, i re-checked?my new gas deals and saw that you filled +me on 100 n-q at 4.32 instead of 5.32.? i'll have my boy fix it so it'll show +up tomorrow (thur).? $2 jumbos from me to you! + +fletch + +p.s.? thanks for all your help with our gas business.?it gives us a +tremendous advantage against our rivals. you're the king even if you don't +notice a $2 million error on one trade. + + + +Do You Yahoo!? +Yahoo! Mail Personal Address - Get email at your own domain with Yahoo! Mail. + +" +"arnold-j/all_documents/798.","Message-ID: <25460285.1075857608349.JavaMail.evans@thyme> +Date: Wed, 28 Mar 2001 10:16:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://gasfundy.corp.enron.com/gas/framework/default.asp" +"arnold-j/all_documents/799.","Message-ID: <24899370.1075857608370.JavaMail.evans@thyme> +Date: Tue, 27 Mar 2001 23:36:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Devon +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +will call you tonight + + + + +Karen Arnold on 03/27/2001 08:09:06 PM +To: john.arnold@enron.com +cc: +Subject: Devon + + +Why did you sell Devon Energy???? I still own it. should I sell? +Any decision regarding your return? +It is cold and rainy here, high today was 45!!! + + +" +"arnold-j/all_documents/8.","Message-ID: <9649952.1075849624160.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 05:16:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: bob.mcauliffe@enron.com, peter.goebel@enron.com, bruce.smith@enron.com, + randy.matson@enron.com, jim.ogg@enron.com +Subject: Calendar Availability for 11/30, 12/1? (BMC/EBS update) +Cc: stephen.morse@enron.com, peter.bennett@enron.com, chaz.vaughan@enron.com, + jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: stephen.morse@enron.com, peter.bennett@enron.com, chaz.vaughan@enron.com, + jennifer.stewart@enron.com +X-From: Jeff Youngflesh +X-To: Bob McAuliffe, Peter Goebel, Bruce Smith, Randy Matson, Jim Ogg +X-cc: Stephen Morse, Peter Bennett, Chaz Vaughan, Jennifer Stewart +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +All, + +In our meeting on the 17th of November, the NetWorks team explained their +position(s) relative to possible upcoming purchases of software, in which BMC +might be selected as the vendor. There were several issues and concerns +which were voiced, mostly related to BMC's lack of support and suboptimal +application capability (that is the ""net"", understated version). + +Bob, you and I spoke briefly after the meeting regarding what, if anything, +BMC could do to ""fix their problem"". I relayed the gist of our brief +conversation to EBS. + +As discussed in the meeting, EBS has a near-term opportunity to get a deal +done with BMC, and it would be of optimum benefit to execute this year. One +of the outcomes of our November 17 meeting is that EBS has been pressing BMC +for a BMC commitment to Enron's overall customer satisfaction. Per a +voicemail to me from EBS, it appears that BMC have provided a response to EBS. + +I would like to schedule a meeting for the addressees of this note for either +November 30th, or December 1st. The purpose is to get an update from the +NetWorks team on the BMC application testing that was underway, and for EBS +to explain what BMC has proposed. This meeting should take an hour. + +Please let me know if you can meet tomorrow or Friday. I'll book a room and +time that works for the majority, and confirm with a Notes ""Meeting +Invitation"". + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/all_documents/80.","Message-ID: <9713597.1075849625935.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 05:56:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: eric.merten@enron.com, tom.moore@enron.com +Subject: EBS Professional Services Agreement +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Eric Merten, Tom O Moore +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Eric, + +Thank you very much for taking the time to speak with Tom Moore and me. +Attached is the (only) contract which I have received from the EBS +origination team trying to close a deal with BMC Software. Steve Morse and +Chaz Vaughan report to Brad Nebergall (VP, Central Origination, EBS), who +reports to Jim Crowder (VP, Enterprise Services, EBS). + +Please review, and provide your feedback to me, the EBS origination team +(Chaz, Steve, and Brad Nebergall), and Tom Moore. + +If there are any other EBS deals/contracts on the table involving BMC, I +would like to do whatever I could to help them close on this. Please let me +know if I can do anything else for you! You can reach me at (x55968) or Tom +at (x55552). The origination team is at (Chaz: x58815, Steve: x37137, Brad: +x34714). On a final note, the originators have repeatedly driven home the +point that they must have this deal closed with BMC by end-of-day this +Friday, December 15. I am focused on helping them win the business however I +can. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/12/2000 01:46 PM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/11/2000 03:20 PM + + To: Chaz Vaughan/Enron Communications@Enron Communications + cc: Jeff Youngflesh/NA/Enron@ENRON + Subject: EBS Professional Services Agreement + + +Chaz, + +I assume Jeff is running with this. The contract needs to be in place by +Thurs. 6pm CST in coordination with the EBS agreement. + +Thanks, + +Steve + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/11/00 03:24 PM +----- + + Jeremy_Aber@bmc.com + 12/08/00 03:35 PM + + To: Stephen Morse/Enron Communications@Enron Communications, Chaz +Vaughan/Enron Communications@Enron Communications + cc: Ann_Munson@bmc.com, Joe_Young@bmc.com, Tari_Hoekel@bmc.com + Subject: EBS Professional Services Agreement + + + +At the request of Ann Munson, attached is a revised draft of the Enron +Broadband Services Professional Services agreement. + +This draft should replace any previous drafts sent. + + + <> + +Jeremy Aber +Senior Legal Counsel +BMC Software, Inc. +Tel: 713/918-3743 +Fax: 713/918-7306 +jeremy_aber@bmc.com + +The information contained in and transmitted with this e-mail is (a) Subject +to attorney/client privilege; (b) Attorney work product; and (c) +Confidential. + + + - Enron Broadband Services Agreement 120800.doc +" +"arnold-j/all_documents/800.","Message-ID: <26394777.1075857608392.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:57:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com, errol.mclaughlin@enron.com +Subject: Still Getting Involiced for Your Deal #258505 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley, Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/26/2001 02:56 +PM --------------------------- + + +""Piazza, Perry A [CORP]"" on 03/26/2001 02:46:53 PM +To: ""'john.arnold@enron.com'"" +cc: +Subject: Still Getting Involiced for Your Deal #258505 + + +John - Could you please alert your back office that they are still invoicing +us on a Nov-Mar strip that was traded on June 20, 2000 at $4.105. That deal +was cancelled per our discussion and rebooked for half the volume in +November (I beleive it was November). Your deal number on the rebook is +QF9221.1 I beleive. I beleive Dutch Quigley on your end was involved when +we originally discussed the deal. + +Thanks and call if you have any questions. + +Perry A. Piazza +Citibank/Salomon Smith Barney +Global Commodities +390 Greenwich Street, 5th Floor +New York, NY 10013-2375 +Phone: (212) 723-6912 / (212) 723-6979 +Fax: (212) 723-8556 +E-Mail: perry.a.piazza@ssmb.com + +" +"arnold-j/all_documents/801.","Message-ID: <27429882.1075857608414.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:56:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: power gen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +where are you getting those numbers? + + + + +slafontaine@globalp.com on 03/26/2001 12:56:07 PM +To: jarnold@enron.com +cc: +Subject: power gen + + + +while we're stroking each other on the bear stuff-you notice the weekly y on y +power gen /demand numbers have fallen from double digit increases each week to +now nearly flat to +2% ish each week depstie cold east and hot west. + + + +" +"arnold-j/all_documents/802.","Message-ID: <9687316.1075857608435.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 06:17:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: easter weekend +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes +i dont know. both have their merits + + + + +""Jennifer White"" on 03/26/2001 01:41:38 PM +To: john.arnold@enron.com +cc: +Subject: easter weekend + + +Jen and Paula are definitely going to NYC for the long weekend. Think +about what you want to do, and I'll call you tonight to discuss: + +Do you want to spend the long weekend with me or do your own thing? +If you want to spend it with me, would you rather go to the beach or +to NYC? + + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/803.","Message-ID: <8621538.1075857608457.JavaMail.evans@thyme> +Date: Mon, 26 Mar 2001 03:08:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mike: +which one of the hedge funds closes today?" +"arnold-j/all_documents/804.","Message-ID: <14162099.1075857608479.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 13:25:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: distillates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea, i think the two dumps in the market are when everybody realizes the +loss of demand, which is in the first 4 inj numbers. customer buying and +fear about the summer will keep may at a decent level. if my theory holds, +eventually that wont be enough to hold the market up and m pukes. second +puke is in the winter when 4th quarter production is 4-5% on y/y basis, +demand still weak (economic weakness isn't a 3 month problem), industry +realizes that not only is it ok to get to 500-700 bcf in march but you +should, and early winter weather will not match 2000. we develop large y/y +surplus in x and z. z futures hold up because some risk premium still exists +for rest of winter. by late december, just trying to find a home for gas. +think decent chance f futures finish with a 2 handle. + + + + +slafontaine@globalp.com on 03/25/2001 08:16:26 PM +To: John.Arnold@enron.com +cc: +Subject: Re: distillates + + + +f puts?? you mean january? u mean june and january??? + + + + +John.Arnold@enron.com on 03/25/2001 07:30:38 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: distillates + + + + + +just when i'm turning really bearish you're starting to turn bullish on me. +weather to me relatively unimportant. yes, it will leave us with 30 bcf or +so less in storage than if we had mild weather. i think it is masking a +major demand problem. think what the aga numbers would be with moderate +weather. when we get into injections, i think we'll see a big push down. +spec and trade seem bearish but hesitant to get short. customer buying +still strong. thus even with the demand picture becoming clearer, we +haven't moved down. however i think when the picture becomes clearer (i.e. +-when we start beating last year's injections by 20 bcf a week), trade will +get short. customers very unsophistocated. the story they keep telling us +is we're coming out 400 bcf less than last year, thus the summer has to be +strong. when we start inj, customers will start seeing other side of +story. pira finally came out this week and said stop buying. to me, the +mrkt just a timing issue. i want to be short before the rest of the idiots +get short. i continue buying m,f puts. projecting k to settle 450 and m +400. + + + + +slafontaine@globalp.com on 03/23/2001 01:44:10 PM + +To: jarnold@enron.com +cc: +Subject: distillates + + + +this strength cud persist awhile-is a little bullish ngas demand since we +now +above parity in some places. shit theres so many things shaking my faith on +the +short bias of this thing. weather hot /west cold est, hydo, califronia,mkt +talking new engl shortages.oil demand cont to show stellar y on y and curve +recoveriung, opec hawkish stance for px support. + i think we close the y on y gap still significantly but im starting to +question how when,how much and how long prices come off in apr-jun? +thanks god i can trade oil cuz i have made anything in ngas to speak of. +short +term still sort of neutral ngas-beleive we range bound. u prob know this +but +hearing texas rr data coming out pretty bearish prodcution-good news . +regards + + + + + + + + + + + +" +"arnold-j/all_documents/805.","Message-ID: <20815766.1075857608502.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 10:30:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: distillates +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just when i'm turning really bearish you're starting to turn bullish on me. +weather to me relatively unimportant. yes, it will leave us with 30 bcf or +so less in storage than if we had mild weather. i think it is masking a +major demand problem. think what the aga numbers would be with moderate +weather. when we get into injections, i think we'll see a big push down. +spec and trade seem bearish but hesitant to get short. customer buying still +strong. thus even with the demand picture becoming clearer, we haven't moved +down. however i think when the picture becomes clearer (i.e.-when we start +beating last year's injections by 20 bcf a week), trade will get short. +customers very unsophistocated. the story they keep telling us is we're +coming out 400 bcf less than last year, thus the summer has to be strong. +when we start inj, customers will start seeing other side of story. pira +finally came out this week and said stop buying. to me, the mrkt just a +timing issue. i want to be short before the rest of the idiots get short. i +continue buying m,f puts. projecting k to settle 450 and m 400. + + + + +slafontaine@globalp.com on 03/23/2001 01:44:10 PM +To: jarnold@enron.com +cc: +Subject: distillates + + + +this strength cud persist awhile-is a little bullish ngas demand since we now +above parity in some places. shit theres so many things shaking my faith on +the +short bias of this thing. weather hot /west cold est, hydo, califronia,mkt +talking new engl shortages.oil demand cont to show stellar y on y and curve +recoveriung, opec hawkish stance for px support. + i think we close the y on y gap still significantly but im starting to +question how when,how much and how long prices come off in apr-jun? +thanks god i can trade oil cuz i have made anything in ngas to speak of. short +term still sort of neutral ngas-beleive we range bound. u prob know this but +hearing texas rr data coming out pretty bearish prodcution-good news . +regards + + + +" +"arnold-j/all_documents/806.","Message-ID: <12087574.1075857608524.JavaMail.evans@thyme> +Date: Sun, 25 Mar 2001 07:44:00 -0800 (PST) +From: john.arnold@enron.com +To: frank.hayden@enron.com +Subject: Re: FW: Rick Buy Report Tomorrow--Your comments needed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Frank Hayden +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We ahave not initiated a 24/7 gas product yet but are creating the +capabilities to launch at some point in the near future + + +From: Frank Hayden/ENRON@enronXgate on 03/22/2001 10:49 AM +To: Geoff Storey/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT +cc: +Subject: FW: Rick Buy Report Tomorrow--Your comments needed + +I received this email and they are inquiring as to the new gas 24/7 +electronic trading. Has this taken off? Who is managing it and are there +any positions associated with it? + +Thanks, +Frank + + + -----Original Message----- +From: Tongo, Esther +Sent: Tuesday, March 20, 2001 3:29 PM +To: Hayden, Frank; +Cc: +Subject: Rick Buy Report Tomorrow--Your comments needed + +The weekly Rick Buy update this week is on Thursday morning, so we will +report trading results as of and for the 5 days ended Tuesday, March 20th. +Please prepare comments on your area's positions and P/L - one to two +sentences - and e-mail them to me, with a copy to Cassandra Schultz, Veronica +Valdez and Matthew Adams, no later than noon, Houston time, Wednesday, March +21st (Tomorrow). + + +Those of you who have sub-limits not reflected on the consolidated DPR +(George in Global Products), and also the new gas 24/7 trader, please provide +trading results on those as well, including the 5-day and YTD P/L and current +NOP and VaR on George (Products EOL trading) - and also on _____ whatever +we're calling the EOL NA Gas auto trader. + +Thank you, + +Esther +x52456 + +" +"arnold-j/all_documents/807.","Message-ID: <17336539.1075857608548.JavaMail.evans@thyme> +Date: Fri, 23 Mar 2001 04:32:00 -0800 (PST) +From: john.arnold@enron.com +To: sandra.brawner@enron.com +Subject: Here is the Article---no picture though... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sandra F Brawner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/23/2001 12:32 +PM --------------------------- + + +""Zerilli, Frank"" on 03/23/2001 08:10:05 AM +To: ""'jarnold@enron.com'"" +cc: +Subject: Here is the Article---no picture though... + + +Warming Up To Green + +BY ERIC ROSTON + +Breathe in. Hold it. Hold it. O.K., now breathe out. + +Unless you're outdoors in the midst of a cold snap, chances are you +can't see +your breath. And no one would ever ask you to drop a quarter in a tin +box for the +right to free this invisible spirit from your lungs. Yet last November, +Murphy Oil +Corp., based in El Dorado, Ark., voluntarily shelled out several hundred +thousand dollars for the right to cough out carbon dioxide, the same +stuff you +exhaled three sentences ago. + +The reason it did so is closely related to events that occurred that +same autumn +day, half a world away, at the Hague. Thousands of policymakers and +scientists +from all over the world had gathered, hoping to dot the i's, cross the +zeds and +umlaut the o's on the 1997 Kyoto Protocol to the U.N. Framework +Convention on +Climate Change. The protocol was devised to curb the industrial emission +of six +gases, CO2 among them, that are slowly--actually quickly in geological +terms--turning the earth into a hothouse. But no final accord was +reached. + +In this context, Murphy's purchase of options on 210,000 metric tons of +carbon +(the equivalent of annual exhaust from approximately 27,800 cars) from a +Canadian company that was itself trying to help meet a national target +seems a +bit odd. The market for this kind of trade hasn't been established, and +there isn't +even a global agreement on how carbon dioxide should be valued. Indeed +there +isn't even unanimity on global warming itself. + +Yet the transaction is emblematic of industry on the verge of an +environmental +transition. Congress may have snubbed the Kyoto accord, and global +bureaucrats may be stumbling over the details of a carbon-emissions +trading +system. But corporations, against the run of play, are beginning to +confront the +climate conundrum the best way they know how--as a business opportunity. +John Browne, CEO of BP Amoco, and Mark Moody-Stuart, chairman of Royal +Dutch/Shell Group, have both responded to the global-warming threat and +set up +internal systems that exceed goals put forth in Kyoto. Shell and BP have +vowed +to cut their greenhouse-gas emissions 10% each--nearly twice the Kyoto +target--Shell by 2002, BP by 2010. ""This isn't an act of altruism,"" says +Aidan +Murphy of Shell. ""It's a fundamental strategic issue for our business."" + +And not theirs alone. A growing number of corporations, from IBM to your +neighborhood Kinko's, are reducing their greenhouse footprints. DuPont +is +pledging to knock its emissions 65% below 1990 levels by 2010. ""There's +been a +shift in the center of gravity in the U.S. corporate community since +Kyoto,"" says +Alden Meyer of the Union of Concerned Scientists. ""Now the view is that +climate +change is serious and we ought to do something about it."" + +There are a few ways of doing that: invest in renewable energy sources +and ""cap +and trade"" emissions. That is, set ceilings for worldwide greenhouse-gas +emission +and let nations either sell emission credits if they emit below their +allowance or +buy credits if they exceed permitted levels. The theory is that the +pursuit of +greenbacks will fuel greener business. ""Whenever you turn a pollution +cut into a +financial asset,"" says Joseph Goffman, an attorney at Environmental +Defense, +""people go out and make lots of pollution cuts."" + +Even where green fervor is of a paler shade, corporations are viewing +the +potential for global regulation as a business risk they need to +consider. Witness +Claiborne Deming, Murphy's CEO, who doesn't see the science of global +warming +as solid enough yet to cry havoc. But Deming hears shareholders +clamoring and +the bureaucrats buzzing. Someone may ask his company to put more than a +quarter in that box when it wants to exhale more than its allotted +amount of CO2. + +Breathe in. Hold it. You know the drill. + +How much CO2 did you just exhale? Tricky question. Yet that's analogous +to the +one businesses are struggling with on a massive scale. Until they figure +it out, +companies interested in trading will be on their own to determine 1) how +you +buy the right to emit a gas that has no standard of measurement and 2) +how to do +so when no nation currently assigns a CO2 property right. ""It's risky as +hell,"" says +Deming. + +Many groups are working to mitigate that risk. The World Resources +Institute +and others are road-testing a system that would make trading less risky +by +creating universal carbon-accounting practices. And four +companies--Arthur +Andersen, Credit Lyonnais, Natsource and Swiss Re--are developing an +exchange +where companies can trade, even in an embryonic market devoid of +legislative +standards. ""They're trying to nail down something that will be useful +under laws +that are not yet defined,"" says Garth Edward, a broker at Natsource, an +energy-trading firm. + +The U.S. struggled to introduce a cap-and-trade system into the Kyoto +Protocol, +and achieved it by agreeing to a tough, many say impossible, target: +bringing +emissions 7% below 1990 levels from 2008 to 2012. The irony of the +current +situation is that the Europeans, reluctant to accept trading at first, +have become +its champion; Britain next month will become the first country to embark +on a +national trading system. + +Another practice, still hotly debated, is to assign credits for +sequestering carbon +in growing forests. Trees soak up limited amounts of CO2, release oxygen +into the +air and turn carbon into wood. + +The Kyoto mechanisms will evaporate without global ratification, thus +setting up +an early environmental test for President Bush, who campaigned against +the +document. But Secretary of State Colin Powell has already heard +preliminary +briefings on the matter as the U.S. preps for the next round of talks, +to be held in +Bonn in mid-July. Bush the First helped pioneer credit trading in 1990, +when he +signed legislation that capped power plants' sulfur dioxide +emissions--the main +ingredient in acid rain--but allowed the plants to swap credits. And +Houston-based Enron, an energy trader whose chairman, Ken Lay, was a +prominent W. campaign adviser, stands to be a huge player in any such +market. +So if it's good for business, Bush the ex-businessman won't need that +big a push. + +With him or without him, the monetization of carbon emissions--green for +greed's sake, if nothing else--is gaining momentum. So breathe easy. For +you, it's +still free. But for many companies, the carbon meter will be running +soon. In the +very near future, pollution is going to be either a cost to them or an +opportunity. + +" +"arnold-j/all_documents/808.","Message-ID: <22084880.1075857608569.JavaMail.evans@thyme> +Date: Fri, 23 Mar 2001 03:00:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: today +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe a drink after work... + + + + +Caroline Abramo@ENRON +03/23/2001 07:29 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: today + +can i grab you for a few minutes after the close to update you on fund stuff. +also, if you do not have plans tonight.. jen fraser and i were thinking of +having a little bbq (i am staying with her).. your presence is requested!! +if not, we are up for a few drinks after work,... + +" +"arnold-j/all_documents/809.","Message-ID: <1460214.1075857608591.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 09:51:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: CONFIRMATION: March 30, 2001 Executive Forum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +please add +---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 05:51 +PM --------------------------- + + Enron North America Corp. + + From: Debbie Nowak @ ENRON 03/21/2001 12:57 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: CONFIRMATION: March 30, 2001 Executive Forum + + +---------------------- Forwarded by Debbie Nowak/HR/Corp/Enron on 03/21/2001 +12:56 PM --------------------------- + + + + From: Debbie Nowak 03/20/2001 09:02 AM + + +To: David Shields/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Peter +Styles/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Kathleen E +Magruder/HOU/EES@EES, Steve Pruett/Corp/Enron, George W Posey/HOU/EES@EES, +Matt Harris/Enron Communications@Enron Communications, Richard L +Zdunkewicz/HOU/EES@EES, Jeffrey T Hodge/HOU/ECT@ECT, Cheryl +Lipshutz/HOU/EES@EES, Marty Sunde/HOU/EES@EES, Jesse Neyman/HOU/ECT@ECT, +Scott Josey/Corp/Enron +cc: + +Subject: CONFIRMATION: March 30, 2001 Executive Forum + + +This is to confirm your attendance for the Friday, March 30, 2001 Executive +Forum to be hosted by The Office of the Chairman. The Forum will begin at +2:30 p.m. and ends at 4:00 p.m. in the Enron Building 50M. + +If you have any additional questions, please feel free to give me a call. + +Thank you. + +Debbie Nowak +Executive Development +713.853.3304 + + + +" +"arnold-j/all_documents/81.","Message-ID: <14123942.1075849625957.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 06:19:00 -0800 (PST) +From: trang.dinh@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Benefits +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Trang Dinh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Done. + + + + +JENNIFER MEDCALF@ENRON +12/11/2000 05:30 PM +To: Trang Dinh/HOU/ECT@ECT +cc: +Subject: Re: Benefits + +I am sending the documents now. +Jennifer + + + + Trang Dinh@ECT + 12/11/2000 03:43 PM + + To: Jennifer Medcalf/NA/Enron@ENRON + cc: + Subject: Re: Benefits + +Fax: (713) 646-2113 + + + +JENNIFER MEDCALF@ENRON +12/11/2000 03:08 PM +To: Trang Dinh/HOU/ECT@ECT +cc: +Subject: Re: Benefits + +Trang, +What is your fax number? +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + Trang Dinh@ECT + 12/11/2000 02:10 PM + + To: Jennifer Medcalf/NA/Enron@ENRON + cc: + Subject: Re: Benefits + +If you have the copies of the paperwork, please forward it to me. I will go +to benefits w/ it to see why the changes have not been made. Thanks! + + + +JENNIFER MEDCALF@ENRON +12/11/2000 10:06 AM +To: Trang Dinh/HOU/ECT@ECT +cc: +Subject: Re: Benefits + +Trang, +I am having a very difficult time getting the right Employee Term Life and +Accidental Death and Dismemberment in my 2001 Confirmation Statement. I have +sent the appropriate paperwork to Johnny but nothing changes. What can we do +to make the changes happen? +Jennifer + + + + + + + + + + + +" +"arnold-j/all_documents/810.","Message-ID: <13542936.1075857608613.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 08:17:00 -0800 (PST) +From: john.arnold@enron.com +To: herve.duteil@americas.bnpparibas.com +Subject: Re: Cancellation of EOL Deal #1025253 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: herve.duteil@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +confirm + + + + +herve.duteil@americas.bnpparibas.com on 03/21/2001 03:02:06 PM +To: John.arnold@enron.com +cc: anthony.lonardo@americas.bnpparibas.com, +carmen.martinez@americas.bnpparibas.com, +ranjeet.bhatia@americas.bnpparibas.com +Subject: Cancellation of EOL Deal #1025253 + + + + +John, + +Further to our telephone conversation today, this is to confirm in writing +that +you agreed to kill EOL Deal #1025253 @ 2:03 PM. This trade was not confirmed +to +me by EOL, neither reported into ""Today's transaction"" section. (Therefore I +entered into a duplicate trade on EOL @ 2:06 PM which we agree on) + +Thank you for you cooperation, and best regards, + +Herve P.E. Duteil + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/all_documents/811.","Message-ID: <16423181.1075857608636.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 08:16:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Guggenheim Museum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Recounted...Can I get 50-60 invites and would need formal invites for +Friday?????? + + +From: Margaret Allen@ENRON on 03/19/2001 05:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Guggenheim Museum + +There will be a corporate lounge for you to congregate in. Does that sound +good? No problem on the thrity tickets. I will hold them for you. Let me +know if you don't think yo uwill be needing all of them. I can also get you +the formal invitations to send out if you would like. + + + + + John Arnold@ECT + 03/19/2001 11:22 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Guggenheim Museum + +On Friday, will there be a private reception or area for us or will our +customers get lost in the crowd? +Probably thinking 30 invites for Friday. Is that ok? + + +From: Margaret Allen@ENRON on 03/16/2001 10:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guggenheim Museum + +Hey Buster, + +Hope you had a great time in Cabo! I'm so jealous. I need a vacation +desperately! + +I'm trying to get a commitment on numbers from the different groups for the +Guggenheim events. Will you look over this document and tell me which ones +you would like to attend and how many people you would like to bring to each? +Of course, I need it ASAP -- what's new, right?!! + +Thanks honey! Margaret + + + + + + + + +" +"arnold-j/all_documents/812.","Message-ID: <5647927.1075857608658.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 07:58:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes but getting haircut until 700. is it too dark then? + + + + +""Jennifer White"" on 03/21/2001 03:29:37 PM +To: john.arnold@enron.com +cc: +Subject: + + +Do you have any interest in going roller blading with me after work? + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/813.","Message-ID: <32775699.1075857608680.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 03:15:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: From a recent milk carton +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 11:15 +AM --------------------------- + + +""Zerilli, Frank"" on 03/21/2001 10:59:27 AM +To: ""Eric Carlstrom (E-mail)"" , ""Guardian, The +(E-mail)"" , ""John Arnold (E-mail)"" +, ""Stacey Hoey (E-mail)"" , ""Lew +Williams (E-mail 2)"" +cc: ""'sharonzerilli@yahoo.com'"" , +""'mzerilli@optonline.net'"" +Subject: From a recent milk carton + + + + +----- +> +> A little lost girl has recently been found. Her name is Jessica. She +does +> not know who her daddy is or where she last saw her mom. Please take a +> look +> and see if you recognize her so that we might locate her parents. +> +> +> + + - C.DTF +" +"arnold-j/all_documents/814.","Message-ID: <31631030.1075857608702.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 03:00:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: fundamentals thought dimensions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +sure + + +From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 10:52 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: fundamentals thought dimensions + +today sucks--friday after the close? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, March 21, 2001 10:33 AM +To: Fraser, Jennifer +Subject: Re: fundamentals thought dimensions + +how bout today at 400 + + +From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: fundamentals thought dimensions + +when can i come by and have a detailed discussion with you re fundamentals--i +am very interested in your opinions and i dont get here them in the TR meeting + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 20, 2001 8:36 PM +To: Fraser, Jennifer +Subject: Re: FW: LNG Weekly Update + +Looks good. certainly an area we need more focus on. Obviously the most +important aspect of lng is how much gas is coming in, what is that relative +to last year, and what new capacity is coming longer term. +As an aside, nat gas trades as a funciton of the storage spread to last year +and five year averages. It would be very useful if all fundamental analysis +were geared the same way. The fact that lng shipments are x this week is +meaningless. the fact that they are y delta of last year is extremely +useful. if you noticed in the fundies meeting, i was trying to move +discussion that way. what's switching vis a vis last year. whats +production relative to last year. it simplifies the fundamental analysis. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: LNG Weekly Update + + + +An initial effort--please comment + + + + << File: LNG20010312.pdf >> + + + + + + + + + + +" +"arnold-j/all_documents/815.","Message-ID: <19864998.1075857608724.JavaMail.evans@thyme> +Date: Wed, 21 Mar 2001 02:33:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: fundamentals thought dimensions +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how bout today at 400 + + +From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: fundamentals thought dimensions + +when can i come by and have a detailed discussion with you re fundamentals--i +am very interested in your opinions and i dont get here them in the TR meeting + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 20, 2001 8:36 PM +To: Fraser, Jennifer +Subject: Re: FW: LNG Weekly Update + +Looks good. certainly an area we need more focus on. Obviously the most +important aspect of lng is how much gas is coming in, what is that relative +to last year, and what new capacity is coming longer term. +As an aside, nat gas trades as a funciton of the storage spread to last year +and five year averages. It would be very useful if all fundamental analysis +were geared the same way. The fact that lng shipments are x this week is +meaningless. the fact that they are y delta of last year is extremely +useful. if you noticed in the fundies meeting, i was trying to move +discussion that way. what's switching vis a vis last year. whats +production relative to last year. it simplifies the fundamental analysis. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: LNG Weekly Update + + + +An initial effort--please comment + + + + << File: LNG20010312.pdf >> + + + + + + + +" +"arnold-j/all_documents/816.","Message-ID: <4424717.1075857608746.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 13:38:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Re: Guggenheim Museum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Do you have interest in having a semi formal party at the guggenheim for our +ny counterparties? was thinking it might be a good pr move. +---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 09:35 +PM --------------------------- +From: Margaret Allen@ENRON on 03/19/2001 05:23 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Guggenheim Museum + +There will be a corporate lounge for you to congregate in. Does that sound +good? No problem on the thrity tickets. I will hold them for you. Let me +know if you don't think yo uwill be needing all of them. I can also get you +the formal invitations to send out if you would like. + + + + + John Arnold@ECT + 03/19/2001 11:22 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: Guggenheim Museum + +On Friday, will there be a private reception or area for us or will our +customers get lost in the crowd? +Probably thinking 30 invites for Friday. Is that ok? + + +From: Margaret Allen@ENRON on 03/16/2001 10:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guggenheim Museum + +Hey Buster, + +Hope you had a great time in Cabo! I'm so jealous. I need a vacation +desperately! + +I'm trying to get a commitment on numbers from the different groups for the +Guggenheim events. Will you look over this document and tell me which ones +you would like to attend and how many people you would like to bring to each? +Of course, I need it ASAP -- what's new, right?!! + +Thanks honey! Margaret + + + + + + + +" +"arnold-j/all_documents/817.","Message-ID: <9599442.1075857608770.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 13:34:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: SCS Daily Volatility Report as of 3/19/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +seeing no increase in physical demand from industrials. however, they cant= +=20 +buy enough paper. energy customer deal flow has a conspicuous habit of=20 +buying high and selling low. seeing virtually no producer selling. strip= +=20 +will continue to be well supported through early spring. last year custome= +rs=20 +sold all the way up, transferring their price risk to marketers and specs. = +=20 +market for most part was very orderly move up during the summer. volatilit= +y=20 +was in the pukes because everybody was long. now, customers are all buying= +. =20 +move down should be orderly as is met with a lot of short covering from tra= +de=20 +and volatility should come from short covering moves like today's. =20 +market waiting to see those first two injection numbers. if we are beating= +=20 +last year by 20 bcf, lights out. move down may also scare producers to do= +=20 +some term selling, putting pressure on whole curve. =20 + + + + +slafontaine@globalp.com on 03/20/2001 03:21:41 PM +To: John.Arnold@enron.com +cc: =20 +Subject: Re: SCS Daily Volatility Report as of 3/19/01 + + + +maybe yur rite but 47% for sep still over valued. ive ve been buying deep= +=20 +otm +(jun and july 4.00 strikeputs as well. collpse in oil curve gives me a litt= +le +more confidence eventually we follow.but agree its a little early.i say we= +=20 +draw +this week 30 ish, lhand next week a small draw then builds-and if im rite s= +hud +be substantial from there. i was long twice near 5 bucks but saw no rally s= +o i +sold for nothing-shit-no patience + any indication industrial demand on the rise from the cxustomer side? +certainly numbers /withdrawels suggest not.. the weather has been lousy for= +=20 +the +shotrs-cudnt be more construcictve-cold east hot west-terrific. but while t= +he +ranks are bullis/concerned over californication-those fukkers are outta gas= +=20 +and +power anyway shud be more of an east west issue than anything-they conitue +ultimate px/economy destruction-in a way bearish. +think mite be worth going long straddles in a week or so +regards + + + + + +John.Arnold@enron.com on 03/20/2001 04:06:55 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: SCS Daily Volatility Report as of 3/19/01 + + + + + +heffner how? +was pretty long coming into today just playing the range. sold everything +on the way up. will be s scale up seller probably through options. +certainly a short squeeze in trade today and i don;t think anything changes +tomorrow except maybe trade gets more confident in the short at the higher +level and if cash rejects higher prices. +will be buying lots of puts on the way up so i guess for me vol is not too +high. i was short vol and covered it all this morn. think we could be in +for some turbulence here + + + + +slafontaine@globalp.com on 03/20/2001 10:48:43 AM + +To: jarnold@enron.com +cc: +Subject: SCS Daily Volatility Report as of 3/19/01 + + + +vol seems rich here for ngas no/ what do we do here with flat price? how +was +cabo? +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/20/2001 +11:48 AM --------------------------- + + +Scsotc@aol.com on 03/20/2001 08:18:54 AM + +To: Scsotc@aol.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: SCS Daily Volatility Report as of 3/19/01 + + + + +The attached report will be downloaded into microsoft word. + +Have a nice day. + +Regards, + +SCS + + + + + S.C.S. Straddle Report for CL as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 2200 1 159.2 + STD APR01 2650 40 50.0 2674 +OTMC 2700 10 55.5 + +OTMP 2500 45 39.5 + STD MAY01 2700 228 37.2 2692 +OTMC 2900 43 37.4 + +OTMP 2450 66 38.9 + STD JUN01 2700 315 36.4 2699 +OTMC 3000 57 36.2 + +OTMP 2450 87 36.9 + STD JUL01 2700 370 35.3 2698 +OTMC 3100 63 36.1 + +OTMP 2400 99 36.6 + STD AUG01 2700 423 34.9 2683 +OTMC 3150 72 35.6 + +OTMP 2350 108 36.7 + STD SEP01 2650 458 34.4 2664 +OTMC 3200 75 35.0 + +OTMP 2300 116 36.7 + STD OCT01 2600 488 33.8 2642 +OTMC 3200 83 34.2 + +OTMP 2300 131 36.0 + STD NOV01 2600 512 33.7 2620 +OTMC 3200 90 34.2 + +OTMP 2250 131 35.3 + STD DEC01 2600 527 32.6 2597 +OTMC 3200 94 33.3 + +OTMP 2200 130 34.9 + STD JAN02 2600 570 33.5 2574 +OTMC 3000 139 32.9 + +OTMP 2200 140 33.7 + STD FEB02 2550 535 30.3 2551 + +OTMP 2100 148 31.5 + STD JUN02 2450 560 28.6 2456 +OTMC 3300 84 30.4 + +OTMP 2000 163 28.7 + STD DEC02 2350 612 27.9 2328 +OTMC 3000 115 27.4 + +OTMP 1900 174 25.1 + STD DEC03 2250 628 24.9 2198 + + + S.C.S. Straddle Report for HO as of 3/19/2001 + Option Future + Month Strike Set Vol Set + STD APR01 7000 368 41.8 7038 +OTMC 7400 80 47.4 + + STD MAY01 7000 645 35.9 6885 +OTMC 7500 128 38.4 + + STD JUN01 7000 816 34.2 6870 +OTMC 7700 134 34.2 + +OTMP 6800 425 33.9 + STD JUL01 6900 988 34.1 6910 +OTMC 8000 188 37.4 + +OTMP 6800 462 33.6 + STD AUG01 7000 1105 33.9 6965 +OTMC 8200 209 36.4 + +OTMP 6600 409 33.9 + STD SEP01 7000 1236 33.9 7040 +OTMC 8900 184 37.8 + +OTMP 6600 431 33.9 + STD OCT01 7100 1348 33.9 7110 +OTMC 8800 251 37.3 + + + S.C.S. Straddle Report for HU as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 8400 97 42.6 + STD APR01 8700 467 42.7 8743 +OTMC 9200 84 44.3 + + + S.C.S. Straddle Report for NG as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 4750 46 47.8 + STD APR01 5000 305 48.4 5035 +OTMC 5250 76 50.1 + +OTMP 4600 122 48.1 + STD MAY01 5050 612 47.0 5062 +OTMC 5750 95 47.9 + +OTMP 4550 178 47.5 + STD JUN01 5100 802 46.3 5092 +OTMC 5950 147 48.0 + +OTMP 4500 219 47.2 + STD JUL01 5150 990 47.4 5132 +OTMC 6200 192 49.3 + +OTMP 4450 241 46.1 + STD AUG01 5150 1118 46.7 5152 +OTMC 6500 195 48.6 + +OTMP 4400 291 47.1 + STD SEP01 5150 1267 47.7 5132 +OTMC 6500 256 49.4 + +OTMP 4250 281 47.5 + STD OCT01 5150 1393 48.7 5137 +OTMC 6000 434 50.7 + +OTMP 4500 379 47.1 + STD NOV01 5250 1470 48.2 5257 +OTMC 7500 284 54.4 + +OTMP 4500 388 47.0 + STD DEC01 5450 1661 48.4 5377 +OTMC 6750 451 50.8 + + STD SEP02 2700 2003 42.2 4519 + + STD DEC02 2950 2131 44.4 4730 + +OTMP 2700 141 37.6 + STD MAR03 2750 1928 37.6 4459 +OTMC 4750 410 48.2 + + + +=0F: + + + + + + + + + + + + +" +"arnold-j/all_documents/818.","Message-ID: <8121116.1075857608879.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:46:00 -0800 (PST) +From: john.arnold@enron.com +To: debbie.nowak@enron.com +Subject: Re: Your Invitation to Enron's Executive Forum - 1st Quarter 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Debbie Nowak +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Debbie: +If you have availability for either session, please sign me up. I was unsu= +re=20 +I would be able to attend until now, hence the late notice. +Thanks, +John + + + =20 +=09Enron North America Corp. +=09 +=09From: Debbie Nowak @ ENRON 03/07/2001 02:35 P= +M +=09 + +To: Paul Adair/Corp/Enron@Enron, Jeffery Ader/HOU/ECT@ECT, James A=20 +Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, Joao Carlos=20 +Albuquerque/SA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Ramon=20 +Alvarez/Ventane/Enron@Enron, John Arnold/HOU/ECT@ECT, Alan=20 +Aronowitz/HOU/ECT@ECT, Jarek Astramowicz/WAR/ECT@ECT, Mike=20 +Atkins/HOU/EES@EES, Philip Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT,= +=20 +Wilson Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES,=20 +Edward D Baughman/HOU/ECT@ECT, Kenneth Bean/HOU/EES@EES, Kevin=20 +Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20 +Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,= +=20 +Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,= +=20 +Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20 +Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,= +=20 +Riccardo Bortolotti/LON/ECT@ECT, David J Botchlett/HOU/ECT@ECT, Hap=20 +Boyd/EWC/Enron@Enron, Dan Boyle/Corp/Enron@Enron, William S Bradford/HOU/EC= +T,=20 +Michael Brown/NA/Enron@Enron, William E Brown/ET&S/Enron, Harold G=20 +Buchanan/HOU/EES@EES, Don Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob= +=20 +Butts/GPGFIN/Enron@ENRON, Christopher F Calger/PDX/ECT@ECT, Eduardo=20 +Camara/SA/Enron@Enron, Nigel Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,= +=20 +Cary M Carrabine/Corp/Enron@Enron, Rick L Carson/HOU/ECT, Rebecca=20 +Carter/Corp/Enron@ENRON, Lou Casari/Enron Communications@Enron=20 +Communications, Chee Ken Chew/SIN/ECT@ECT, Craig Childers/HOU/EES@EES, Paul= +=20 +Chivers/LON/ECT@ECT, Larry Ciscon/Enron Communications@Enron Communications= +,=20 +Edward Coats/Corp/Enron, Remi Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT,= +=20 +Deborah Culver/HOU/EES@EES, Les Cunningham/HOU/EES@EES, Greg=20 +Curran/CA/Enron@Enron, Wanda Curry/HOU/EES@EES, Mike=20 +Dahlke/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Hardie Davis/Corp/Enron, Anthon= +y=20 +Dayao/AP/Enron@Enron, Michel Decnop/LON/ECT@ECT, Joseph Deffner/HOU/ECT,=20 +David W Delainey/HOU/EES@EES, Tim DeSpain/HOU/ECT@ECT, Timothy J=20 +Detmering/HOU/ECT@ECT, Janet R Dietrich/HOU/EES@EES, Richard DiMichele/Enro= +n=20 +Communications@Enron Communications, Andy Dingsdale/EU/Enron@ENRON, Mark=20 +Dobler/HOU/EES@EES +cc: =20 +Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001 + +The Office of the Chairman would like to invite you to participate at an=20 +Enron Executive Forum. This invitation is extended to +anyone who attended an Executive Impact and Influence Program within the pa= +st=20 +two years. These informal, interactive forums +will be 90 minutes in length and held several times per year. + +Most of the participants in the Executive Impact and Influence program have= +=20 +indicated a strong desire to express opinions, share +ideas, and ask questions to the Office of the Chairman. Although not=20 +mandatory to attend, the forums are designed to address those issues. They= +=20 +also afford the Office of the Chairman opportunities to speak directly to i= +ts=20 +executive team, describe plans and initiatives, do =01&reality checks=018, = +create a=20 +=01&rallying point=018 and ensure Enron=01,s executive management is on the= + =01&same=20 +page=018 about where Enron is going---and why. + +To accommodate anticipated demand, we currently have two sessions: + +Choice: (Please rank in order of preference 1 or 2 for a session below. Yo= +u=20 +will attend only one session.) + +______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M + +______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M + + +The Office of the Chairman will host the forum. Here=01,s how it will work: +? Each session will have approximately 20 participants. +? The format will be honest, open, interactive dialogue. +? This will be your forum. Don=01,t expect to simply sit and listen to=20 +presentations.=20 +? This will not be the place for anonymity. You can safely ask your own=20 +questions and express your own opinions. +? You can submit questions/issues in advance or raise them during the forum= +. +? Some examples of topics you might want to discuss include, but are not=20 +limited to: the direction of Enron, business goals/results, M&A activitie= +s,=20 +projects/initiatives, culture, leadership, management practices, diversity,= +=20 +values, etc. + +Because the forum will work only if everyone actively participates, we=20 +encourage you to accept this invitation only if you=20 +intend to have something to say and if you are willing to allow others to d= +o=20 +the same. For planning purposes, it is essential that=20 +you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20 +Nowak, or via fax 713.646.8586. =20 + +Once we have ensured an even distribution of participants throughout these= +=20 +sessions, we will confirm with you, in writing, +as to what session you will attend. We will try to honor requests for firs= +t=20 +choices as much as possible. =20 + +Should you have any questions or concerns, please notify Gerry Gibson by=20 +e-mail (gerry.gibson@enron.com). Gerry can also be reached at 713.345.6806= +. + +Thank you. + + +" +"arnold-j/all_documents/819.","Message-ID: <25732235.1075857608963.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:43:00 -0800 (PST) +From: john.arnold@enron.com +To: ted.bland@enron.com +Subject: Dinner Invitation - April 10, 2001 (For Trading Track) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ted C Bland +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i rsvp +---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 08:40 +PM --------------------------- +From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/15/2001 05:41 PM +Sent by: Kimberly Hillis/ENRON@enronXgate +To: Louise Kitchen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K +Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Thomas A +Martin/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, Karen +Buckley/ENRON@enronXgate, Chuck Ames/NA/Enron@Enron, Bilal +Bajwa/NA/Enron@Enron, Russell Ballato/NA/Enron@Enron, Steve +Gim/NA/Enron@Enron, Mog Heu/NA/Enron@Enron, Juan Padron/NA/Enron@Enron, Vladi +Pimenov/NA/Enron@Enron, Denver Plachy/NA/Enron@Enron, Paul +Schiavone/ENRON@enronXgate, Elizabeth Shim/Corp/Enron@ENRON, Matt +Smith/NA/Enron@ENRON, Joseph Wagner/NA/Enron@Enron, Jason +Wolfe/NA/Enron@ENRON, Virawan Yawapongsiri/NA/Enron@ENRON +cc: Ted C Bland/ENRON@enronXgate +Subject: Dinner Invitation - April 10, 2001 (For Trading Track) + + + +You are cordially invited to attend cocktails and dinner on April 10, 2001 at +La Colombe d'Or restaurant located at 3410 Montrose Blvd (a map can be found +at www.lacolombedor.com). Cocktail hour will start at 7:00 pm with dinner to +follow. + +Please note: this dinner is for the Trading Track Program. + +Please RSVP to Ted Bland at extension 3-5275 before April 6, 2001. + + + +" +"arnold-j/all_documents/82.","Message-ID: <17041336.1075849625981.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 06:30:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: bob.mcauliffe@enron.com +Subject: Update on BMC/EBS situation +Cc: jennifer.medcalf@enron.com, peter.goebel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, peter.goebel@enron.com +X-From: Jeff Youngflesh +X-To: Bob McAuliffe +X-cc: Jennifer Medcalf, Peter Goebel +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Bob, + +I want to make sure I keep you in the loop on the EBS/BMC/NetWorks/Global +Strategic Sourcing interactions. + +EBS has worked out an additional 25% discount, which brings the total +discount structure to Enron to a 45%-off pricing level, if EBS and Enron +aggregate their spend opportunity. This should come as good news to anyone +at Net Works who might be about to implement a BMC solution. + +Also, there is additional flexibility in the situation, in that BMC will be +willing to work with Enron business units with regard to the timing of their +software purchases as it relates to applicability in EBS' deal. For example, +if Randy Matson's team chose the BMC solution at the conclusion of their +current testing, they could lock in the discount at 45% by sending an e-mail +(or other form of written communication) committing to the purchase in 2001 +(the preference would be to get the ""buy"" done by end of 1st Qtr, if +possible). This would be sufficient commitment for BMC to go forward with +their purchases of EBS' solutions currently proposed to BMC. + +I'm going to contact your leads (Randy, Bruce, et. al.) to let them know of +the additional possible discount and the relative ease of securing it...and +to also help make sure that what BMC is pricing out to all is the correct +application solution in each instance. + +Thank you for your help and cooperation, + +Jeff Youngflesh" +"arnold-j/all_documents/820.","Message-ID: <32169724.1075857608985.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:36:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: FW: LNG Weekly Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Looks good. certainly an area we need more focus on. Obviously the most +important aspect of lng is how much gas is coming in, what is that relative +to last year, and what new capacity is coming longer term. +As an aside, nat gas trades as a funciton of the storage spread to last year +and five year averages. It would be very useful if all fundamental analysis +were geared the same way. The fact that lng shipments are x this week is +meaningless. the fact that they are y delta of last year is extremely +useful. if you noticed in the fundies meeting, i was trying to move +discussion that way. what's switching vis a vis last year. whats +production relative to last year. it simplifies the fundamental analysis. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: FW: LNG Weekly Update + + + +An initial effort--please comment + + + + + + + + +" +"arnold-j/all_documents/821.","Message-ID: <13994218.1075857609009.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 12:22:00 -0800 (PST) +From: john.arnold@enron.com +To: andrew.fairley@enron.com +Subject: Re: Trip to Houston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andrew Fairley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Good to hear. There continue to be a proliferation of new systems coming +online in the US; two more start in the next two months. We are pretty close +to finalizing a plan to open our system to everyone in terms of accepting +limit orders and posting best bid/offer regardless of whose it is. In this +framework, Enron would sleeve credit for free should two third parties be +matched on our system. However, we would hold the book, getting to see what +everyone was doing at all times. The idea is that if we can move the +industry's order flow from 30-40% EOL to 60% EOL, we get a huge information +advantage in addition to a couple trading advantages, namely we have first +priority on all numbers even if we are joining a limit bid posted by a +counterparty before us and second, we posess a proprietary stack manager that +will allow us to transact on attractive limit orders faster than our +competitors. Still working on technical issues. The decision to open EOL +markets would be done on a product by product basis. Give me a call if you +want to discuss. + + + + +Andrew Fairley +03/13/2001 11:14 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Trip to Houston + + +John + +Redmond & I have now had a few weeks to implement some of your advice with +regard to EOL for UK gas. +We have managed to double our average daily volumes, and are capturing a +considerably greater share of the market. (We estimate 50% now). +Spectron are getting about 20-30% of the number of trades we do. There are +still some counterparties who insist on paying through our numbers and paying +brokerage so they do not show us what we are doing! As far as we are +concerned we only use SpectronLive on UK gas when we are executing the +strategy you mentioned below. + +Once again, thanks for your help +All the best, + +Andy + + + + + +John Arnold +21/02/2001 04:26 +To: Andrew Fairley/LON/ECT@ECT +cc: + +Subject: Re: Trip to Houston + +Andy: +Enjoyed meeting with you. + +One more thing I did not address. My ultimate goal is to move all volume to +EOL. However, in addition to the NYMEX, we have about 6 other viable +electronic trading systems. We make it a point to never support these if +possible. We will only trade if the other system's offer is at or greater +than our bid. For instance, if we are 6/8 but have a strong inclination to +buy and another system is at 7, I will simultaneously lift their 7's and move +my market to 7/9. The lesson the counterparty gets is he will only get the +trade if I'm bidding 7 and he will only get executed when it is a bad trade +to him. People have learned fairly quickly not to leave numbers on the other +systems because they will just get picked off. If they don't post numbers on +the other systems, the systems get no liquidity and die. + +I mention this because I have heard that Enron is a fairly large trader on +Spectron's system. I don't know whether it is in regards to gas, power, or +metals. Just something to think about and maybe talk about with the other +traders. +John + + + +Andrew Fairley +02/20/2001 11:15 AM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, +Keith Holst/HOU/ECT@ect +cc: David Gallagher/LON/ECT@ECT +Subject: Trip to Houston + + +Thank you so much for your time last week. + +David and I found the time especially valuable. We have spotted several +issues helpful for our own market. +This should certainly help in the growth of our markets here in Europe. We +trust it won't be too long before we see similarly impressive results from +our side of the pond. + +Best regards + + +Andy + + + + + + + + + + + + +" +"arnold-j/all_documents/822.","Message-ID: <17817601.1075857609033.JavaMail.evans@thyme> +Date: Tue, 20 Mar 2001 07:06:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: SCS Daily Volatility Report as of 3/19/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +heffner how? +was pretty long coming into today just playing the range. sold everything = +on=20 +the way up. will be s scale up seller probably through options. certainly= + a=20 +short squeeze in trade today and i don;t think anything changes tomorrow=20 +except maybe trade gets more confident in the short at the higher level and= +=20 +if cash rejects higher prices. =20 +will be buying lots of puts on the way up so i guess for me vol is not too= +=20 +high. i was short vol and covered it all this morn. think we could be in= +=20 +for some turbulence here + + + + +slafontaine@globalp.com on 03/20/2001 10:48:43 AM +To: jarnold@enron.com +cc: =20 +Subject: SCS Daily Volatility Report as of 3/19/01 + + + +vol seems rich here for ngas no/ what do we do here with flat price? how wa= +s +cabo? +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/20/2001 +11:48 AM --------------------------- + + +Scsotc@aol.com on 03/20/2001 08:18:54 AM + +To: Scsotc@aol.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: SCS Daily Volatility Report as of 3/19/01 + + + + +The attached report will be downloaded into microsoft word. + +Have a nice day. + +Regards, + +SCS + + + + + S.C.S. Straddle Report for CL as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 2200 1 159.2 + STD APR01 2650 40 50.0 2674 +OTMC 2700 10 55.5 + +OTMP 2500 45 39.5 + STD MAY01 2700 228 37.2 2692 +OTMC 2900 43 37.4 + +OTMP 2450 66 38.9 + STD JUN01 2700 315 36.4 2699 +OTMC 3000 57 36.2 + +OTMP 2450 87 36.9 + STD JUL01 2700 370 35.3 2698 +OTMC 3100 63 36.1 + +OTMP 2400 99 36.6 + STD AUG01 2700 423 34.9 2683 +OTMC 3150 72 35.6 + +OTMP 2350 108 36.7 + STD SEP01 2650 458 34.4 2664 +OTMC 3200 75 35.0 + +OTMP 2300 116 36.7 + STD OCT01 2600 488 33.8 2642 +OTMC 3200 83 34.2 + +OTMP 2300 131 36.0 + STD NOV01 2600 512 33.7 2620 +OTMC 3200 90 34.2 + +OTMP 2250 131 35.3 + STD DEC01 2600 527 32.6 2597 +OTMC 3200 94 33.3 + +OTMP 2200 130 34.9 + STD JAN02 2600 570 33.5 2574 +OTMC 3000 139 32.9 + +OTMP 2200 140 33.7 + STD FEB02 2550 535 30.3 2551 + +OTMP 2100 148 31.5 + STD JUN02 2450 560 28.6 2456 +OTMC 3300 84 30.4 + +OTMP 2000 163 28.7 + STD DEC02 2350 612 27.9 2328 +OTMC 3000 115 27.4 + +OTMP 1900 174 25.1 + STD DEC03 2250 628 24.9 2198 + + + S.C.S. Straddle Report for HO as of 3/19/2001 + Option Future + Month Strike Set Vol Set + STD APR01 7000 368 41.8 7038 +OTMC 7400 80 47.4 + + STD MAY01 7000 645 35.9 6885 +OTMC 7500 128 38.4 + + STD JUN01 7000 816 34.2 6870 +OTMC 7700 134 34.2 + +OTMP 6800 425 33.9 + STD JUL01 6900 988 34.1 6910 +OTMC 8000 188 37.4 + +OTMP 6800 462 33.6 + STD AUG01 7000 1105 33.9 6965 +OTMC 8200 209 36.4 + +OTMP 6600 409 33.9 + STD SEP01 7000 1236 33.9 7040 +OTMC 8900 184 37.8 + +OTMP 6600 431 33.9 + STD OCT01 7100 1348 33.9 7110 +OTMC 8800 251 37.3 + + + S.C.S. Straddle Report for HU as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 8400 97 42.6 + STD APR01 8700 467 42.7 8743 +OTMC 9200 84 44.3 + + + S.C.S. Straddle Report for NG as of 3/19/2001 + Option Future + Month Strike Set Vol Set +OTMP 4750 46 47.8 + STD APR01 5000 305 48.4 5035 +OTMC 5250 76 50.1 + +OTMP 4600 122 48.1 + STD MAY01 5050 612 47.0 5062 +OTMC 5750 95 47.9 + +OTMP 4550 178 47.5 + STD JUN01 5100 802 46.3 5092 +OTMC 5950 147 48.0 + +OTMP 4500 219 47.2 + STD JUL01 5150 990 47.4 5132 +OTMC 6200 192 49.3 + +OTMP 4450 241 46.1 + STD AUG01 5150 1118 46.7 5152 +OTMC 6500 195 48.6 + +OTMP 4400 291 47.1 + STD SEP01 5150 1267 47.7 5132 +OTMC 6500 256 49.4 + +OTMP 4250 281 47.5 + STD OCT01 5150 1393 48.7 5137 +OTMC 6000 434 50.7 + +OTMP 4500 379 47.1 + STD NOV01 5250 1470 48.2 5257 +OTMC 7500 284 54.4 + +OTMP 4500 388 47.0 + STD DEC01 5450 1661 48.4 5377 +OTMC 6750 451 50.8 + + STD SEP02 2700 2003 42.2 4519 + + STD DEC02 2950 2131 44.4 4730 + +OTMP 2700 141 37.6 + STD MAR03 2750 1928 37.6 4459 +OTMC 4750 410 48.2 + + +=0F: + + + + +" +"arnold-j/all_documents/823.","Message-ID: <20676594.1075857609116.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 23:20:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 3/20 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 07:19 +AM --------------------------- + + +SOblander@carrfut.com on 03/20/2001 07:05:45 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 3/20 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Please look at the improved natural gas matrices. + +Crude http://www.carrfut.com/research/Energy1/crude33.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas33.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil33.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded33.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG33.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG33.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL33.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/824.","Message-ID: <21819566.1075857609138.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 08:30:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +wanna bring me back to work? + + + +Matthew Arnold + +03/19/2001 03:25 PM + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + + +halleleujah. want to bring it by later? + + + + + +John Arnold +03/19/2001 03:23 PM +To: Matthew Arnold/HOU/ECT@ECT +cc: +Subject: + +you'll be happy to know i get my car back today + + + + +" +"arnold-j/all_documents/825.","Message-ID: <5059917.1075857609161.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 07:23:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: Re: Receipt of Hedge Fund Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just got it today. thanks + + + + +""Gapinski, Michael"" on 03/15/2001 03:54:42 +PM +To: ""Arnold John (E-mail)"" +cc: +Subject: Receipt of Hedge Fund Information + + +John - + +I had our Alternative Investments Group ship the offering materials for 4 +different hedge funds to your office, and I wanted to confirm that you +received them. Please let me know. + +Thanks, +> Michael Gapinski +> Account Vice President +> Emery Financial Group +> PaineWebber, Inc. +> 713-654-0365 +> 800-553-3119 x365 +> Fax: 713-654-1281 +> Cell: 281-435-0295 +> + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/all_documents/826.","Message-ID: <15108026.1075857609182.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 07:23:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you'll be happy to know i get my car back today" +"arnold-j/all_documents/827.","Message-ID: <14210883.1075857609204.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 06:22:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +dinner this week? i'm free mon-wed" +"arnold-j/all_documents/828.","Message-ID: <1867130.1075857609225.JavaMail.evans@thyme> +Date: Mon, 19 Mar 2001 03:22:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: Guggenheim Museum +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +On Friday, will there be a private reception or area for us or will our +customers get lost in the crowd? +Probably thinking 30 invites for Friday. Is that ok? + + +From: Margaret Allen@ENRON on 03/16/2001 10:23 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Guggenheim Museum + +Hey Buster, + +Hope you had a great time in Cabo! I'm so jealous. I need a vacation +desperately! + +I'm trying to get a commitment on numbers from the different groups for the +Guggenheim events. Will you look over this document and tell me which ones +you would like to attend and how many people you would like to bring to each? +Of course, I need it ASAP -- what's new, right?!! + +Thanks honey! Margaret + + + +" +"arnold-j/all_documents/829.","Message-ID: <7462368.1075857609248.JavaMail.evans@thyme> +Date: Sun, 18 Mar 2001 10:56:00 -0800 (PST) +From: john.arnold@enron.com +To: shirley.sklar@idrc.org +Subject: Re: Attached Invitation from IDRC Houston Chapter +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Shirley Sklar @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remove me from your email list + + + + +Shirley Sklar on 03/15/2001 01:13:13 PM +To: stshouston@mailman.enron.com +cc: Ed Jarboe , Shirley Sklar +Subject: Attached Invitation from IDRC Houston Chapter + + +Attached is an invitation from the IDRC Houston Chapter. + + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: HOUSTON41001.doc + Date: 15 Mar 2001, 13:59 + Size: 71680 bytes. + Type: Unknown + + - HOUSTON41001.doc + +" +"arnold-j/all_documents/83.","Message-ID: <26666094.1075849626006.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 08:40:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: tracy.ramsey@enron.com, jeff.leath@enron.com +Subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. + Experience Enron trading floor tour 2:30-3:00 PM +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Tracy Ramsey, Jeff Leath +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Tracy: + +FYI: Yet another important milestone in the relationship between Enron and +Continental. Specific opportunities to expand the fuel management +relationship were explored between Jeff Shankman and Larry Kellner this +afternoon. Note the details below. Also, a tour of the Enron trading floor +was given to our guests. + +Thanks again for your help in initially working with us to establish the +relationship! + +Sarah-Joy Hunter + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +04:37 PM --------------------------- + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +09:10 AM --------------------------- + + +Sarah-Joy Hunter +12/11/2000 09:21 AM +To: Jeffrey A Shankman/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Mark +Tawney/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT +cc: George Wasaff/NA/Enron@Enron, Jennifer Medcalf/NA/Enron@Enron, Carrie A +Robert/NA/Enron@Enron, Larry Gagliardi/Corp/Enron@Enron, +Jennifer.Burns@enron.com + +Subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. Experience +Enron trading floor tour 2:30-3:00 PM + + + This e-mail confirms the date, time, and location for the meeting between +Enron and Continental. + + +DATE: Tuesday, December 12th + +TIME: 1:30-2:30 PM + +LOCATION: Enron Building 50 M03 + +TOUR (gas trading floor EB 32 and Enron Online EB 27): 2:30-3:00 PM + +The purpose for the December 12th meeting is to address three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Meeting Attendees from Enron: +Jeff Shankman, President and COO, Enron Global Markets +John Nowlan, Vice President, Enron Global Markets +Craig Breslau, Vice President, Enron North America +Mark Tawney, Director, Enron Global Markets (tentative) +" +"arnold-j/all_documents/830.","Message-ID: <27108226.1075857609269.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 01:57:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: hub cash? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cash goes out trading +1 to +3 j/k a piece + + + + +slafontaine@globalp.com on 03/15/2001 08:31:31 AM +To: John.Arnold@enron.com +cc: +Subject: Re: hub cash? + + + +hey i cant get eol on my hotel int connection. cud u tell me what delta for +hub +cash was yest am and this am??? thanks + +ps also saw u in fortune magazine-back of your head. your famous dude. + + + + + +John.Arnold@enron.com on 03/15/2001 09:27:09 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: utilites? + + + + + +so argument more switching than outright lost demand? where are petro +prices on a comparable equivalence? + + + + +slafontaine@globalp.com on 03/15/2001 08:17:02 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to +recover esp with failing econ growth. the one thing concerns me about bear +side +is implied demand for us petro products is huge. doesnt seem to suggest an +econmic impact on that side. having said that absulte px for petro much +much +lower relative to natgas + + + + + + + + + + + +" +"arnold-j/all_documents/831.","Message-ID: <5877685.1075857609291.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:36:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: hub cash? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i have a very pretty back of the head + +cash went out around 2-4 back yesterday. +today it is 3 back right now +bo trying to sell j/k at 4.5 on the open + + + + +slafontaine@globalp.com on 03/15/2001 08:31:31 AM +To: John.Arnold@enron.com +cc: +Subject: Re: hub cash? + + + +hey i cant get eol on my hotel int connection. cud u tell me what delta for +hub +cash was yest am and this am??? thanks + +ps also saw u in fortune magazine-back of your head. your famous dude. + + + + + +John.Arnold@enron.com on 03/15/2001 09:27:09 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: utilites? + + + + + +so argument more switching than outright lost demand? where are petro +prices on a comparable equivalence? + + + + +slafontaine@globalp.com on 03/15/2001 08:17:02 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to +recover esp with failing econ growth. the one thing concerns me about bear +side +is implied demand for us petro products is huge. doesnt seem to suggest an +econmic impact on that side. having said that absulte px for petro much +much +lower relative to natgas + + + + + + + + + + + +" +"arnold-j/all_documents/832.","Message-ID: <2020577.1075857609312.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:27:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +so argument more switching than outright lost demand? where are petro +prices on a comparable equivalence? + + + + +slafontaine@globalp.com on 03/15/2001 08:17:02 AM +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to +recover esp with failing econ growth. the one thing concerns me about bear +side +is implied demand for us petro products is huge. doesnt seem to suggest an +econmic impact on that side. having said that absulte px for petro much much +lower relative to natgas + + + +" +"arnold-j/all_documents/833.","Message-ID: <2759036.1075857609334.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:08:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +heffner a little bullish, eh?" +"arnold-j/all_documents/834.","Message-ID: <32448269.1075857609355.JavaMail.evans@thyme> +Date: Thu, 15 Mar 2001 00:08:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +agree with contango story . cash to futures pretty bullish but a picture +where agressive inj now are bearish later. so curve should flatten. also +back of curve (cal2,3) under a lot of pressure now. customers will be buying +all the way down and will get fucked just like last year. contango has been +under considerable pressure even with the front falling...any rally should +result in those snapping in to 4. good scalp in my opinion. +definitely seeing your side on the $5 level. surprised we havent gotten more +demand back as we sit at these lower levels. +off to cabo today for a long weekend. kind of exhausted at work right now so +a much needed break. + + + + +slafontaine@globalp.com on 03/15/2001 07:50:59 AM +To: John.Arnold@enron.com +cc: +Subject: Re: utilites? + + + +i wud think apr shud also start to find support from contangos, storage +players, +ie pretty attractive contangos given the bullsih mkt sentiment, and spec a +little short will eventually roll. i bullspd a little little at 5.5 just for a +scalp. if cash converges which it shud as we fall in px then shud see sprds +find +support at the 5-6 ct level/month? ? + other than that-im still bearish-5 bucks not sustainable longer term and +nothing yet telling me otherwise. economy and oil curve also not going to help +ngas. buying 4.00 summer puts + thanks for comments on utilites-i'll bet they buy all the way down but i +think +theyll have so much gas coming at em if we stay at these levels the mkt will +ultiamtely force em to back down. + in ny yest and today-saw the red hot chili peppers last nite , was awsome, +small place about 1000 fans,maybe for a charity. also here for some of those +covert operations we talked about a while back. wkup. + + + +" +"arnold-j/all_documents/835.","Message-ID: <31435300.1075857609377.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 23:28:00 -0800 (PST) +From: john.arnold@enron.com +To: peter.keavey@enron.com +Subject: Yahoo! Sports Tournament Pick'em +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Peter F Keavey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/15/2001 07:28 +AM --------------------------- + + +""jfk51272@yahoo.com"" +Date: Wed, 14 Mar 2001 09:17:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Yahoo! Sports Tournament Pick'em +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/14/2001 05:16 +PM --------------------------- + + +""jfk51272@yahoo.com"" +Date: Wed, 14 Mar 2001 08:52:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: how are your broker relationships? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +houston would be easy ireland kinda tough + + +From: Jennifer Fraser/ENRON@enronXgate on 03/13/2001 12:51 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: how are your broker relationships? + + +what is the probability of you procuring some U2 tickets? We would dearly +love to attend the concert in ireland at slane castle in august....I couldn't +dial fast enough to get them +Jen Fraser + +713-853-4759 + + +" +"arnold-j/all_documents/838.","Message-ID: <27088758.1075857609443.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 01:40:00 -0800 (PST) +From: john.arnold@enron.com +To: george.ellis@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: george.ellis@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +71 + + + + +george.ellis@americas.bnpparibas.com on 03/14/2001 08:18:25 AM +To: george.ellis@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year -31 +Last Week -73 + +Thank You, +George Ellis +BNP PARIBAS Commodity Futures, Inc. + + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/all_documents/839.","Message-ID: <14224117.1075857609465.JavaMail.evans@thyme> +Date: Wed, 14 Mar 2001 01:39:00 -0800 (PST) +From: john.arnold@enron.com +To: ann.schmidt@enron.com +Subject: Re: Question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ann M Schmidt +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Sorry, have no idea. + + +From: Ann M Schmidt@ENRON on 03/14/2001 08:43 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Question + +Hi John, + +I work in Corp. PR and Eric Thode recommended that I drop you and email with +respect to a question I have about specific trade types that no one seems to +know the answer to. I wanted to know if you knew what ST and MLT trades are +and just so you know, in case it makes a difference, these are in context to +French power trading. I know you are extremely busy but if you get a chance +I would greatly appreciate your comments. + +Thanks, Ann +x54694 + + +" +"arnold-j/all_documents/84.","Message-ID: <24049587.1075849626031.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 08:42:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: matt.harris@enron.com +Subject: HP -- confidential internal document +Cc: patrick.tucker@enron.com, peter.goebel@enron.com, dale.clark@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: patrick.tucker@enron.com, peter.goebel@enron.com, dale.clark@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Matt Harris +X-cc: Patrick Tucker, Peter Goebel, Dale Clark, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Matt: + +As GSS Business Development transitions the HP relationship for broadband to +your team, there are several issues I wanted to clarify in terms of how the +relationship has been developed and who the contacts have been to date. +Additionally, I outlined the discussion points/action items from this +morning's meeting you held with Jennifer Medcalf and myself. Per your +request, the HP presentation complete with a listing of HP's business +partners was e-mailed to you this morning. + +HP contacts to date: + +Bill Lovejoy, Western Gulf Area Sales Manager +Houston, TX +#(713)-439-5587 +(Gerry Cashiola's boss) + +Gerry Cashiola, sales representative +Houston, TX +#(713)-439-5555 +(To date, HP person coordinating the relationship--seeking a short term play) + +Greg Pyle, Solution Control Manager +Southeast Region +Austin, TX +(#(512)-257-5735 +(Pyle has been playing the business developer role but continues to defer +leadership of the process to Gerry Cashiola) + +Daniel Morgridge, Manager of Internet - E-Services long term alliances +Austin, TX +#(512)-257-5736 +(Interested in E-services/wireless longer term alliances) + +Bill Dwyer, Chief Architect, e-Services Solutions +Cupertino, CA +#(408)-447-5240 +(To date, clearly the most knowledgeable person on HP's business +propositions; strong technical, financial background to craft value +propositions. Gerry Cashiola and Greg Pyle deferred to his judgement in the +11/16th meeting) + +Matt, + +On November 10th, GSS Business Development took HP through a tour of Enron's +trading floor, the gas control center, and the peaking power plant unit +center on the trading floor. This tour was one meeting, amongst several, +held in October and November to provide HP a full overview of Enron's +products and services and introduce them to appropriate contacts at Enron +(EBS, GSS buy side -- Peter Goebel). + +On November 16th GSS Business Development, Patrick Tucker, and Dale Clark +outlined 3 possible EBS/HP focus areas -- connectivity, storage, and +wireless. Three EBS action items were defined in that meeting: + +1) HP was to provide an HP contact on connectivity (to date, Gerry Cashiola +has stalled on providing this). Sarah-Joy will continue to pursue this +information and get a sense from Gerry Cashiola of what he means by short +term opportunity. What is HP's time horizon for short term? + +2) EBS and GSS/BD was to facilitate a conference call on Storage with Ravi to +explore size and potential scope of opportunity (completed 12/8) + +3) GSS/BD was to facilitate a conference call with Peter Goebel, GSS IT +Sourcing Portfolio Leader (set for 12/14) + +In conversations with you, Jennifer Medcalf and myself this morning, several +decisions on forward-looking strategy with HP/EBS were confirmed: + + +Gerry Cashiola has been unable to take control of the process. More +importantly, despite numerous visits to Enron in which he has had overviews +of Enron's products and services; met with Peter Goebel and his team on the +GSS buy side, and participated in an Experience Enron tour, Gerry has been +unable to define an HP business proposition. The coordination between +Cashiola (short term initiative) Morgridge (long term, 12-24 months) has +remained unorganized. These initiatives need to be developed separately. + + +Clearly, the conversations with HP need to be elevated to a more senior +level so EBS can work with HP decision makers who can move the relationship +forward at a strategic level. As the relationship is developed at this +strategic level, shorter term opportunities will crop up along the way. But +Gerry's short term plans will not be the focus of the EBS/HP relationship, +rather a by-product. To facilitate this process of elevating the +relationship, Jennifer Medcalf and I are following up with Bill Lovejoy and +Greg Pyle. Lovejoy's boss is Dan Sytsma, VP of HP's America's Central +Region. + + In the conference call Thursday, 12/14 with Peter Goebel and HP regarding +wireless initiatives, Peter will support the GSS/BD push for the HP/EBS +initiative by reiterating the following two points: + + a) Enron is already an HP customer; the onus is on HP to move forward on +the process of building a strategic relationship (IBM and Lexmark are only +some of the HP competitors who could push them out of the running) + + b) HP's ability to bring the right people to the table will influence HP's +business relationship process with Enron + + Patrick Tucker and Dale Clark could build their relationship with Bill +Dwyer, Chief Architect e-Services Solutions, (met at the meeting 11/16) in +the near term. Perhaps, plan a visit to Cupertino, California to see Dwyer +in person. + + +We look forward to continuing close collaboration with your team on this and +other opportunities. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing - Business Development +#(713)-345-6541 + + + +" +"arnold-j/all_documents/840.","Message-ID: <22971991.1075857609486.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 23:30:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: utilites? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +very funny today...during the free fall, couldn't price jv and xh low enough +on eol, just kept getting cracked. when we stabilized, customers came in to +buy and couldnt price it high enough. winter versus apr went from +23 cents +when we were at the bottom to +27 when april rallied at the end even though +it should have tightened theoretically. however, april is being supported +just off the strip. getting word a lot of utilities are going in front of +the puc trying to get approval for hedging programs this year. + + + + +slafontaine@globalp.com on 03/13/2001 11:07:13 AM +To: jarnold@enron.com +cc: +Subject: utilites? + + + +hey johnny. hope all is well. what u think hrere? utuilites buying this break +down? charts look awful but 4.86 ish is next big level. +jut back from skiing in co, fun but took 17 hrs to get home and a 1.5 days to +get there cuz of twa and weather. + + + +" +"arnold-j/all_documents/841.","Message-ID: <12973556.1075857609508.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:13:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ooops.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what are you doing tonight?" +"arnold-j/all_documents/842.","Message-ID: <9858758.1075857609529.JavaMail.evans@thyme> +Date: Tue, 13 Mar 2001 08:11:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +what are you doing tonight" +"arnold-j/all_documents/843.","Message-ID: <4367395.1075857609551.JavaMail.evans@thyme> +Date: Fri, 9 Mar 2001 06:27:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ooops.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +how about benjys?" +"arnold-j/all_documents/844.","Message-ID: <19265015.1075857609572.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 05:22:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just a vicious rumor... my birthday's not till next year. + + + + +Jennifer Shipos +03/08/2001 12:22 PM +To: john.arnold@enron.com +cc: +Subject: + +Tomorrow, eh! How old are you going to be... 20? + +" +"arnold-j/all_documents/845.","Message-ID: <20395776.1075857609594.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 03:53:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ooops.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it was almost worth buying a ticket + + + + +""Jennifer White"" on 03/08/2001 07:30:39 AM +To: john.arnold@enron.com +cc: +Subject: ooops.... + + +Someone did win the lottery. Perhaps I shouldn't watch the news on mute +if I want to get the story straight. + +Also...another La Strada brunch this Sunday. Will it ever end??? + +---- ""Jennifer Brugh"" wrote: +> Hi everyone! +> +> It's that time again, yep La Strada time! On Sunday, March 11th we +> are +> meeting at La Strada on Westheimer at 11:00 to wish farewell to Courtney. +> +> Let me know if you can make it! +> +> Jennifer +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/846.","Message-ID: <33292389.1075857609625.JavaMail.evans@thyme> +Date: Thu, 8 Mar 2001 01:47:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/08/2001 09:46= +=20 +AM --------------------------- +From: Ann M Schmidt@ENRON on 03/08/2001 08:11 AM +To: Ann M Schmidt/Corp/Enron@ENRON +cc: (bcc: John Arnold/HOU/ECT) +Subject: Enron Mentions + +Family Holding +Forbes, 03/19/01 + +The New Forecast For Meteorologists: It's Raining Job Offers --- Energy=20 +Trading Firms Snap Up Grads of an Inexact Science; No Blow-Dryer? No Proble= +m +The Wall Street Journal, 03/08/01 + +ENRON PROVIDES TRADING SERVICES TO MANX ELECTRICITY UNDER NETA +CRL, 03/08/01 + +Energy Trading Companies Pay Big for Weather Talent, WSJ Says +Bloomberg, 03/08/01 + +ENRON FAILS TO ATTRACT BIDS FOR 30 PCT STAKE IN INDIAN OIL FIELD +Asia Pulse, 03/07/01 + +SINGAPORE: PetroChina plans five gas, products lines by 2005. +Reuters English News Service, 03/07/01 + + + + +Companies People Ideas +Family Holding +BY Phyllis Berman + +03/19/2001 +Forbes +102 +Copyright 2001 Forbes Inc. + +Lemuel Green, a flour mill owner, took the excess power from the water-turn= +ed=20 +generator at his mill in 1908 and sold it between dusk and midnight to=20 +anybody in Alton, Kan. who knew what to do with it. Soon he quit the millin= +g=20 +business and started stringing transmission lines across the western part o= +f=20 +the state. Before his death in 1930 he had built a utility that lit 56 Kans= +as=20 +communities.=20 +Kansas City's UtiliCorp United is perhaps the only fourth-generation=20 +family-controlled electric utility in the country. Today the outfit, once= +=20 +called Missouri Public Service, is headed by Lemuel Green's two=20 +great-grandsons. +Richard Green, 46, took over as chief executive in 1985, three years after= +=20 +his father's death. At the time Missouri Public Service served 200,000=20 +customers in two states and had $245 million in revenues. Richard's brother= +=20 +Robert, now 39, joined him three years later.=20 +Standing pat was not an option. Deregulation was in the air, and the rules= +=20 +were changing. The brothers remade the company. They spent $4 billion buyin= +g=20 +utilities in other parts of the U.S., Canada, Australia and New Zealand.=20 +UtiliCorp now serves 4 million customers in seven states and four countries= +.=20 +More important, they veered off into other parts of the energy business. In= +=20 +1986 they acquired gas properties from Peoples Natural Gas of Omaha and got= + a=20 +two-person gas-trading operation as part of the deal. That little trading= +=20 +operation, now a subsidiary called Aquila, turned into something almost as= +=20 +valuable as all the rest of the company, with its 4,500 megawatts of power= +=20 +generated in some 22 power plants around the country.=20 +""My brother and I received strong advice that we would never be able to be= +=20 +competitive in this business,"" says Bob Green. Oh, yeah? Aquila has 1,100= +=20 +employees and competes with the likes of Duke, Dynegy and Enron. According = +to=20 +Natural Gas Week, Aquila was the fourth-largest power-and-gas marketer in t= +he=20 +country last year. Aquila trades a host of other products as well-everythin= +g=20 +from weather-condition hedges to bandwidth.=20 +Problem: Trading operations require capital just as power plants do. The=20 +solution, until now, has been what brother Bob calls ""our 'asset lite'=20 +strategy. We want to control the capacity, not own it."" So Aquila may provi= +de=20 +the gas to power a so-called merchant plant, one that produces electricity = +to=20 +sell in the market, in return for a claim on its production. But so far=20 +Aquila has not been a big player in the most profitable parts of the=20 +business-taking on big risk in larger transactions, the way Enron and Dyneg= +y=20 +do.=20 +What to do? In mid-December UtiliCorp announced that it would offer 19.9% o= +f=20 +Aquila to the public, raising capital while creating a market value for its= +=20 +trading operation, just as competitors Constellation Energy and Southern=20 +Company are doing. The hope is that the new entity will garner a multiple o= +f=20 +20 to 45 times earnings. Then, if all were to go as planned, UtiliCorp woul= +d=20 +spin off the rest of the operation in a tax-free distribution.=20 +The timing looks good. Aquila has no material exposure in the California=20 +market. Furthermore, the volatility in that market has been a bonanza for= +=20 +many firms that trade power, including Aquila. Its trading subsidiary is th= +e=20 +reason UtiliCorp's earnings were up 28% last year, to $206 million, on $29= +=20 +billion in sales. UtiliCorp's shares doubled in the past year to $30.=20 +But will the California crisis nonetheless poison the market for an Aquila= +=20 +stock offering? It might. And UtiliCorp cannot afford to hold its breath in= +=20 +the capital markets forever. Even with its ""asset-lite"" strategy, the compa= +ny=20 +is far more leveraged than most utilities, with debt at 56% of capital,=20 +versus the 50% norm for electric utilities. The offering is supposed to rai= +se=20 +$425 million or so that could be used to pay down a bit of the parent's $2.= +9=20 +billion in debt.=20 +If Bob Green is walking a financial tightrope, you could never tell it by= +=20 +talking to him. ""We see this company as our heritage,"" he says confidently.= +=20 +This despite the fact that after seven equity offerings the family's share = +of=20 +UtiliCorp is now 4%, down from 15% when Richard took over.=20 +Might the Greens lose their heirloom in a takeover battle? They might, but= +=20 +they might come out ahead anyway. Look at the family history. Lemuel sold= +=20 +some of his utility assets for $6.6 million in 1927 and diversified into=20 +California orange groves. The assets were resold to Samuel Insull, the=20 +midwestern electricity magnate who came to a bad end when his pyramid of=20 +holding companies collapsed during the Depression. Years later, after=20 +Congress reacted with a law that busted up multistate electric utilities, B= +ob=20 +and Rick's grandfather bought back Lemuel Green's utility properties for a= +=20 +song. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + + + +The New Forecast For Meteorologists: It's Raining Job Offers --- Energy=20 +Trading Firms Snap Up Grads of an Inexact Science; No Blow-Dryer? No Proble= +m +By Chip Cummins +Staff Reporter of The Wall Street Journal + +03/08/2001 +The Wall Street Journal +A1 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Two years ago, Bradley Hoggatt was heading for an academic career in=20 +meteorology, intent on discovering more about how hurricanes form. But just= +=20 +before he started working on a doctorate, a very different opportunity blew= +=20 +in.=20 +Now Mr. Hoggatt forecasts weather for a floor full of M.B.A.s who trade=20 +billions of dollars in weather-sensitive energy commodities such as natural= +=20 +gas and electricity for Aquila Inc., the trading subsidiary of a big Midwes= +t=20 +utility. +With no business background himself, Mr. Hoggatt is also trading complex=20 +financial contracts based on his predictions. ""I'm putting my money where m= +y=20 +mouth is,"" says the tall, square-shouldered 28-year-old.=20 +Weathermen and women have become a hot commodity in the exploding=20 +energy-trading business. While off-target forecasts on television may=20 +frustrate parents and schools and embarrass politicians, as they did this= +=20 +week on the East Coast, they can lose bundles for electricity and natural-g= +as=20 +traders. So as trading has boomed, so has demand for trained meteorologists= +,=20 +a profession that traditionally hasn't paid all that well and is often the= +=20 +butt of jokes.=20 +From Wall Street to Houston's Louisiana Street, where many energy companies= +=20 +have set up shop, recent graduates are earning twice what they would earn a= +t=20 +the National Weather Service or in academia. ""The appetite for weather is= +=20 +insatiable,"" says James L. Gooding, director of meteorology at Duke Energy= +=20 +Corp. A former NASA scientist, Dr. Gooding will be adding a fourth forecast= +er=20 +to his Houston team in the next year.=20 +Enron Corp., an energy-trading giant based in Houston, has more than double= +d=20 +its staff of weather forecasters to nine in the past three years, plucking= +=20 +talent from places like the Weather Channel. Williams Cos., a Tulsa, Okla.,= +=20 +competitor, is endowing university fellowships to lure meteorology students= +.=20 +And since 1999, Aquila, which is owned by UtiliCorp United Inc., of Kansas= +=20 +City, Mo., has hired two other meteorologists from Mr. Hoggatt's alma mater= +,=20 +the University of Wisconsin, plus another scientist with a Ph.D. in=20 +climatology.=20 +That hiring paid off a bit during this week's winter storm in the Northeast= +.=20 +While many on the East Coast were getting miscues from TV weathermen on a= +=20 +pending, possibly historic blizzard that fizzled in New York and other=20 +cities, traders at Aquila simply looked to Mr. Hoggatt.=20 +Last Friday, Scott Macrorie, an electricity trader for the Mid-Atlantic=20 +region at Aquila, stopped by to see how the storm was progressing. Mr.=20 +Hoggatt's team told him temperatures in his region of interest would be low= +er=20 +because of the storm, though the snowfall forecast on TV seemed a little=20 +high. Sure enough, temperatures fell and snowfall in many cities was less= +=20 +than predicted, lifting electricity prices and making Mr. Macrorie a profit= +=20 +that he says was in the tens of thousands of dollars.=20 +About 500 university students in the U.S. graduate each year with bachelor'= +s=20 +degrees in meteorology, according to the American Meteorological Society. A= +n=20 +additional 300 or so graduate with masters degrees or doctorates. Until jus= +t=20 +a few years ago, those graduates didn't typically have many options: TV for= +=20 +those who had the blow-dried look, back-office jobs with the government or = +a=20 +handful of private consultants for those who didn't. Research was an option= +.=20 +And some airlines and utilities kept a few meteorologists on staff to help= +=20 +position airplanes or power-line repair trucks during storms.=20 +Now, deep-pocketed trading companies are offering many meteorologists with= +=20 +graduate degrees salaries ranging from $60,000 to $90,000. Performance and= +=20 +trading bonuses can double or even triple the figure. That compares with th= +e=20 +roughly $33,000 the National Weather Service pays a junior forecaster with = +a=20 +graduate degree.=20 +""It's a bit unusual for meteorologists to have the prospect of lucrative=20 +employment after graduation,"" says John Nielsen-Gammon, a professor of=20 +atmospheric sciences at Texas A&M University. ""This is a bit of a switch.""= +=20 +So far, there has been no dearth of meteorological talent available, partly= +=20 +because the National Weather Service wrapped up a big expansion project in= +=20 +the mid-1990s and slowed hiring. It hires only to replace people who leave,= +=20 +about 30 to 50 meteorologists a year.=20 +And the high-pressure world of billion-dollar commodity bets isn't for=20 +everyone. When Carl Altoe graduated from Penn State, one of the nation's to= +p=20 +meteorology programs, he got a heavy sales pitch from Enron. ""It's quite an= +=20 +impressive place,"" he says of Enron's trading floor, but he wasn't sure=20 +forecasting skills alone would be enough to make the grade. ""I would be=20 +afraid that if money wasn't made in a hurry, I'd be tossed,"" says Mr. Altoe= +,=20 +who accepted a position with the National Weather Service in Marquette, Mic= +h.=20 +For others, having forecasts count puts a new thrill in the old art. After= +=20 +two years as a manager at the Weather Channel's Latin American division in= +=20 +Atlanta, Jose Marquez posted his resume on an Internet job site run by the= +=20 +American Meteorological Society. Enron called.=20 +""Have you heard about Enron?"" Mr. Marquez remembers being asked. ""And I sai= +d,=20 +honestly, `No.'""=20 +During a visit, Mr. Marquez, a 33-year-old Navy-trained meteorologist, foun= +d=20 +Enron's trading floor exhilarating. Enron courted Mr. Marquez heavily,=20 +tracking him down three times during his Christmas vacation in Puerto Rico.= +=20 +Mr. Marquez decided the sprawling trading floor was just the sort of active= +=20 +work place he was looking for. Also, he'd be getting a 10% to 15% boost ove= +r=20 +his Weather Channel salary, before potential bonuses from Enron.=20 +""I'm getting more money than I would anywhere else,"" he says.=20 +Weather has long affected prices of everything from grain at Chicago's earl= +y=20 +commodity markets to the stocks of retail companies on Wall Street. Jon=20 +Davis, a meteorologist for Salomon Smith Barney in Chicago, started=20 +forecasting the weather for agriculture traders back in 1985.=20 +But volatile energy prices have raised the stakes for forecasters who are= +=20 +able to gauge air-conditioning use in the summer or natural-gas demand duri= +ng=20 +the winter heating season. Meanwhile, all sorts of companies are turning to= +=20 +energy traders and Wall Street for ""weather derivatives,"" complex contracts= +=20 +used to hedge financial risks associated with the weather. ""With every=20 +passing year, you do more energy and more energy,"" Mr. Davis says.=20 +Despite big advances in data collection and modeling, betting millions of= +=20 +dollars on weather forecasts can still be tricky business. Short-term=20 +forecasts are pretty good. Predicting weather two weeks from now is chancy.= +=20 +Most meteorologists get their data from the government, particularly the=20 +National Weather Service. Many then tweak it with their own interpretations= +=20 +or forecasting models.=20 +Disappointed last year by poor long-term forecasts from 11 private=20 +consultants, Aquila has a contest offering $100,000 to the meteorologist or= +=20 +team that can best predict temperatures in 13 major U.S. cities over the=20 +course of a year. ""I call it the forecast bakeoff,"" says Mr. Hoggatt.=20 +The high stakes also mean more pressure on forecasters. WSI Corp., a=20 +Billerica, Mass., weather-forecasting firm, started an energy service last= +=20 +year, and Jeffrey A. Shorter, a WSI vice president, says energy clients can= +=20 +be less forgiving than his other clients in TV and aviation, especially whe= +n=20 +the forecasts are wrong. But, he adds, ""presumably, more often than not,=20 +we're right."" + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + +ENRON PROVIDES TRADING SERVICES TO MANX ELECTRICITY UNDER NETA +2001-03-08 08:43 (New York) + + + (The following is a reformatted version of a press release issued +by Enron and received via electronic mail. The release was not confirmed +by the sender.) + +ENRON AND MANX ELECTRICITY ANNOUNCE POWER TRADING AGREEMENT + + London, March 8 -- Enron announced today that it has concluded a +long-term power trading agreement with the Manx Electricity Authority +(MEA), representing one of the first deals with an embedded generator +specifically designed for the New Electricity Trading Arrangements +(NETA). Under the agreement Enron will provide 24-hour trading services +to MEA under NETA in an innovative deal structured to maximise the value +of the electricity interconnector between the Isle of Man and UK +mainland. + The =01A45 million interconnector runs between Bispham in Lancashire +and Douglas on the Isle of Man and is capable of carrying 40MW in each +direction. At 105km it is the longest AC interconnector cable in the +world. + ""The development costs of the interconnector to the UK placed us +under pressure to put the link to the highest and best economic use and +we feel our relationship with Enron has accomplished this"" said Mike +Proffitt, Chief Executive of MEA. + ""Our commitment to reducing the price of electricity on the Isle of +Man is firmly embedded in MEA's five year plan and our trading +partnership with Enron will greatly assist us in achieving this goal."" + Richard Lewis, Managing Director of UK gas and power at Enron, +commented: ""This is a great transaction for both parties and fits well +into Enron's trading portfolio. MEA will benefit from Enron's expertise +as one of the UK's leading energy traders and will provide us with their +skills as operators of their generation plant and the interconnector. It +is significant in that we believe it is one of the first embedded +generation transactions specially tailored for the new trading +arrangements."" + +Media Contacts: + +Alex Parsons +Enron +Tel: 020 7783 2394 + +Alison Cottier +Manx Electricity +Tel: 01624 687798 + + +(db)LO + -END- +-0- (CRL) Mar/08/2001 13:43 GMT + + +Energy Trading Companies Pay Big for Weather Talent, WSJ Says +2001-03-08 06:47 (New York) + + + Kansas City, March 8 (Bloomberg) -- The growth of energy +trading floors in the past several years has made meteorology a +glamour profession, even for forecasters who never even intended +to predict the weather on television, the Wall Street Journal +reported. + Weather affects commodities trading and determines +electricity and natural gas supply and demand. That's why large +energy trading companies like Enron Corp., Williams Cos. and +UtiliCorp United Inc. recruit top weather-forecasting talent, the +paper said. Meteorologists with graduate degrees can command +$60,000 to $90,000 a year, far higher than the $33,000 the +National Weather Service pays a junior staffer. + Energy traders use in-house weather forecasts to make quick +bets on the direction of electricity and natural gas prices. Fast +and accurate predictions can earn huge profits, the paper said. + Many meteorologists say they like the pace and action of the +trading floor. While some in the profession work in broadcasting, +most meteorologists labor in the less visible and action-oriented +worlds of academia or government research, the paper said. + +(Wall Street Journal 3-8 A1) + + + +ENRON FAILS TO ATTRACT BIDS FOR 30 PCT STAKE IN INDIAN OIL FIELD + +03/08/2001 +Asia Pulse +(c) Copyright 2001 Asia Pulse PTE Ltd. + +NEW DELHI, March 8 Asia Pulse - US energy major Enron Corporation's bid to= +=20 +sell its 30 per cent stake in Panna-Mukta and Tapti oil and gas field has m= +et=20 +with lukewarm response primarily due to inherent problems with the project.= +=20 +Several glitches in the joint venture agreement and disputes with other=20 +partners in the joint venture, Oil and Natural Gas Corporation (ONGC) and= +=20 +Reliance, have kept away international oil giants like Royal Dutch Shell,= +=20 +British Petroleum and BHP of Australia, industry sources said. +While Enron is believed to have pegged the sale price of its stake in the= +=20 +Indian venture at US$700 million, independent evaluations by various domest= +ic=20 +and international companies have discounted the figure between US$250 to=20 +US$380 million factoring several pending agreements and unresolved issues,= +=20 +sources said.=20 +ONGC, which holds 40 per cent stake in the US$900 million venture, Reliance= +,=20 +having 30 per cent interest in the gas fields, and Indian Oil Corporation= +=20 +(IOC) are among the 4-5 companies that are left in the fray for acquiring= +=20 +Enron Oil and Gas India Ltd (EOGIL's) stake in Panna-Mukta and Tapti fields= +.=20 +Inspite of over three years of operation, Panna oilfield's processing tarif= +f=20 +has not yet been fixed with ONGC and the promoters have not yet reached a= +=20 +final agreement on gas transportation cost from Tapti, sources said.=20 +Besides, delivery point for Panna has not been determined which has resulte= +d=20 +in a 10 per cent revenue loss which the government deducts from the total g= +as=20 +revenue of the company.=20 +(PTI) 08-03 1002 + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + + + + +SINGAPORE: PetroChina plans five gas, products lines by 2005. +By Chen Aizhu + +03/07/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +SINGAPORE, March 8 (Reuters) - PetroChina has mapped out plans for a massiv= +e=20 +pipeline gridwork to be in place by 2005 and to ship huge hydrocarbon=20 +reserves in China's west to its thriving east, government and industry=20 +officials said on Thursday.=20 +""A total of five pipelines are planned in the 10th five-year plan=20 +(2001-2005), four gas and one for refined oil products,"" a senior industry= +=20 +official told Reuters by telephone from Beijing. +Officials estimated total cost of the projects at 50 billion yuan ($6=20 +billion) at least.=20 +Topping the agenda and the largest of the five projects is the 4,200-km gas= +=20 +trunk line winding eastwards from China's central Asian region Xinjiang to= +=20 +the Yangtze River Delta.=20 +Construction of the $4.8-billion project is set to start later this year.= +=20 +Officials said construction would begin with the 1,600-km eastern section= +=20 +from Jinbian in northwest Shaanxi province to Shanghai, where initial gas= +=20 +supply is expected to land in 2003.=20 +The longer western section connecting Tarim to Jinbian is slated for=20 +completion by 2005, officials said.=20 +PetroChina aims to move between 12 and 20 billion cubic metres (bcm) of gas= +=20 +through the trunkline in 2005.=20 +HUGE UNTAPPED RESERVES=20 +Officials estimated about 720 bcm of recoverable gas reserves remain in the= +=20 +Shan-Gan-Ning and Tarim basins. PetroChina's most recent big discovery in t= +he=20 +Sulige field in the northern Ordos basin has proven reserves of 220 bcm.=20 +PetroChina is hoping to lure foreign firms to invest in the project,=20 +including top three oil majors ExxonMobil , Royal/Dutch Shell Group and BP= +=20 +Amoco .=20 +Also under planning is a three bcm-per-year gas pipeline from Jinbian to=20 +Beijing, Hebei and Shandong. Sources said Shell and PetroChina were jointly= +=20 +studying the project.=20 +A third gas line is planned from Zhongxian in the gas-rich southwest Sichua= +n=20 +to Wuhan and Hunan provinces in central China, officials said.=20 +U.S. gas and electricity firm Enron Corp is a joint developer in the Sichan= +=20 +gas block, which will send supplies via the proposed 740-km line.=20 +Sichuan, which produced 7.995 bcm of gas in 2000, is presently China's top= +=20 +gas producer, according to official data.=20 +The fourth gas pipe, stretching 953-km eastwards from Qaidam basin to Lanzh= +ou=20 +in the northwest, is expected to be operational in May with an annual=20 +capacity of two bcm, according to Beijing-based industry newsletter China= +=20 +OGP.=20 +The project, which targets PetroChina's subsidiary refineries in Lanzhou,= +=20 +will cost 2.25 billion yuan, China OGP said.=20 +LONGEST PRODUCTS LINE TO MOVE OIL SOUTH=20 +PetroChina also is set to build a 1,247-km refined products pipeline from= +=20 +Lanzhou to oil-thirsty Sichuan to move surplus products out of the remote= +=20 +northwest region.=20 +A feasibility study for the line, which would be the longest products=20 +pipeline in China, was approved recently, a senior official with the State= +=20 +Development Planning Commission told Reuters from Beijing.=20 +Officials said the project would replace rail transport and eventually cut= +=20 +PetroChina's oil distribution cost.=20 +""The railway system has a bottleneck which only allows a limited oil flow a= +t=20 +one time, and it's much more expensive (than pipeline),"" said a Beijing-bas= +ed=20 +PetroChina official.=20 +When built in 2005, PetroChina would be supplying five million tonnes a yea= +r=20 +of mostly gasoline and diesel to Sichuan, one of China's most populous=20 +province and which buys most of its oil by rail or ship from neighbouring= +=20 +provinces.=20 +($1=3D8.277 yuan). + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved.=20 + + + +" +"arnold-j/all_documents/847.","Message-ID: <25043552.1075857609915.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 23:36:00 -0800 (PST) +From: john.arnold@enron.com +To: stephenc@edfman.com +Subject: Fw: ETKT Confirmation - +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: stephenc@edfman.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/08/2001 07:36 +AM --------------------------- + + +""Tony Policastro \(Elite Brokers\)"" on 03/07/2001 +11:55:29 AM +Please respond to ""Tony Policastro \(Elite Brokers\)"" +To: +cc: +Subject: Fw: ETKT Confirmation - + + + +----- Original Message ----- +From: ""Crystal Schwartz"" +To: +Sent: Wednesday, March 07, 2001 11:43 AM +Subject: ETKT Confirmation - + + +> SALES AGT: CS/YCSIZM +> +> ARNOLD/JOHN +> +> +> TONY POLICASTRO +> +> +> +> +> +> DATE: MAR 07 2001 PERSONAL +> +> SERVICE DATE FROM TO DEPART ARRIVE +> +> CONTINENTAL AIRLINES 16MAR HOUSTON TX SAN JOSE CABO 1145A 135P +> CO 1237 Y FRI G.BUSH INTERCO LOS CABOS +> EQP: BOEING 737-300 +> SEAT 07E CONFIRMED +> ***MIDDLE SEAT ONLY PLEASE CHECK AT AIRPORT +> +> CONTINENTAL AIRLINES 18MAR SAN JOSE CABO HOUSTON TX 214P 550P +> CO 1236 H SUN LOS CABOS G.BUSH INTERCO +> EQP: BOEING 737-300 +> SEAT 14F CONFIRMED +> +> AIR FARE 1281.00 TAX 71.23 TOTAL USD 1352.23 +> SVC FEE USD 15.00 +> +> INVOICE TOTAL USD 1367.23 +> +> +> +> RESERVATION NUMBER(S) CO/I7R7SX +> +> ARNOLD/JOHN TICKET:CO/ETKT 005 7025570376 +> ARNOLD/JOHN MCO: 890 8108674936 +> +> *********************************************** +> THIS IS A TICKETLESS RESERVATION. PLEASE HAVE A +> PICTURE ID AVAILABLE AT THE AIRPORT. THANK YOU +> *********************************************** +> NON-REFUNDABLE TKT MINIMUM $100.00 CHANGE FEE +> ********************************************** +> THANK YOU FOR CALLING VITOL TRAVEL +> +> +> ===== +> Vitol Travel Services +> 1100 Louisiana Suite 3230 +> Houston, Texas 77002 +> Phone - 713-759-1444 +> Fax - 713-759-9006 +> +> __________________________________________________ +> Do You Yahoo!? +> Get email at your own domain with Yahoo! Mail. +> http://personal.mail.yahoo.com/ +> + +" +"arnold-j/all_documents/848.","Message-ID: <188378.1075857609937.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 23:23:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 3/8 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/08/2001 07:23 +AM --------------------------- + + +SOblander@carrfut.com on 03/08/2001 07:05:03 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 3/8 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude88.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas88.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil88.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded88.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG88.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG88.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL88.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/849.","Message-ID: <11968721.1075857609959.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 02:01:00 -0800 (PST) +From: john.arnold@enron.com +To: george.ellis@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: george.ellis@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +67 + + + + +george.ellis@americas.bnpparibas.com on 03/07/2001 09:39:04 AM +To: george.ellis@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year -37 +Last Week -101 + +Thanks, +George Ellis +BNP PARIBAS Commodity Futures, Inc. + + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/all_documents/85.","Message-ID: <4733367.1075849626056.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 08:43:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: stephen.morse@enron.com, chaz.vaughan@enron.com +Subject: BMC Update +Cc: jennifer.medcalf@enron.com, brad.nebergall@enron.com, eric.merten@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, brad.nebergall@enron.com, eric.merten@enron.com +X-From: Jeff Youngflesh +X-To: Stephen Morse, Chaz Vaughan +X-cc: Jennifer Medcalf, Brad Nebergall, Eric Merten +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Steve/Chaz - + +I have taken your EBS Professional Services contract through our contracts +folks, and we have ended up with it now being in EBS' contracts dept w/one of +your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten +(PDX) early this afternoon, and he now has the contract. EBS may have some +Intellectual Property issues related to ownership of BMC Consultant-developed +materials (while being paid by Enron). Eric is in the driver's seat with the +contract at this point. + +I have sent notes to all of the Net Works directors currently engaged in one +form or another with BMC product and/or personnel. In it, they have been +requested to help us understand our opportunity from a number of angles: +Application(s) considered, attractiveness of the new pricing, attractiveness +of the BMC flexibility w/regard to ""purchase commitment"", etc. In addition, +I have re-iterated the time urgency. + +I have followed up the note w/telephone calls & messages to all of them: +Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am +meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have +me in their voicemailbox, Cummins was in a meeting and he said he would call +me back. + +Would either one of you please let me know what BMC wants EBS to do for +them: how much do they want you to guarantee them in BMC revenue? Are you +still looking at a $13MM TCV over 5 years? Have I properly conveyed the +""accepable-to-BMC method"" of proving purchase commitment from Enron? Your +note re: getting the Prof'nl Svcs contract signed says it has to be done by +6pm the 14th...what if you don't get it until the morning of the 15th? + +I will call you to follow up on this note. + +Thank you, + +Jeff Youngflesh" +"arnold-j/all_documents/850.","Message-ID: <33032734.1075857609982.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 01:42:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: rebuttal +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +confused... what are you disagreeing with me in regards to demand destruction? + + +From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 08:55 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: rebuttal + +I am definitely a bigger fan of the crude complex for the next few months. +Agree the defcon 5 bubble has burst for natgas. Disagree about the demand +destruction. +? I think some demand is just permanently gone ( i.3. cheaper BTUs in ASIA- +Pacific and plants just wont run here anymore). But I think that we are +underestimating the structural changes in energy demand. Just as the economy +is less dependent on heavy industry for its health, energy demand is +changing. Since just about everyone missed the boat on the increased power +demand as a result of Silicon Valley, I think we don't have a good handle on +what the drivers of the new power generation really are.So what i'm saying +is that industrial demand will weaken, demand in service based industries +will increase. Also energy is a much smaller component of the cost structure +in service industries. +? Also I think in 2000, people had sticker shock-- they couldn't have +imagined 10$ gas, but now that volatility and higher prices are firmly +entrenched in their minds --- they will find ways of running their factories. +Also they will budget for these prices instead of $2.50 +? See NG Week (3/5/01) Nevada power price hikes affecting casinos --- +increases of 20%. When asked the implication for missed earnings and their +plans for demand conservation, one casino official replied 'We're in the +bright lights business' +? I don't believe the economic doom and gloom + First of all no one wants a repeat of the 1990 recession ( which was much +worse outside of the US) Every central bank in the G7 has or will cut rates +this week. The US will follow suit or it will have a very expensive dollar +which will blow exports. With all of the monetary slack, consumer credit will +not tighten and thus buying will continue ( witness the lack of destruction +in big ticket items purchasing). Heavy manufacturing is contracting but this +is not everything. Productivity gains are strong. The economy is becoming +more service based and traditional industrial barometers are not telling the +whole story. +? Finally, I am London and it is not doom and gloom over here. + +well there's my 2 cents. + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, March 07, 2001 2:31 PM +To: Fraser, Jennifer +Subject: RE: + +i think jv strip prices to where we price out enough demand to get to 2.8. +whther that price level is 425 or 725 is arguable. i think it's close to +here. but when we get to november and we have 2.8 and don;'t repeat the +weather of this past winter and we have 2.5 bcf more supply and people +realize that we have 2.3 bcf to withdraw before there are any +problems...bombs away. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Why do you think nov mar is worth $3.75? +Also whats your schedule looking like next week----care to meet for a +beverage? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 06, 2001 5:03 PM +To: Fraser, Jennifer +Subject: Re: + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + + + + + + + +" +"arnold-j/all_documents/851.","Message-ID: <23089984.1075857610006.JavaMail.evans@thyme> +Date: Wed, 7 Mar 2001 00:31:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think jv strip prices to where we price out enough demand to get to 2.8. +whther that price level is 425 or 725 is arguable. i think it's close to +here. but when we get to november and we have 2.8 and don;'t repeat the +weather of this past winter and we have 2.5 bcf more supply and people +realize that we have 2.3 bcf to withdraw before there are any +problems...bombs away. + + +From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Why do you think nov mar is worth $3.75? +Also whats your schedule looking like next week----care to meet for a +beverage? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 06, 2001 5:03 PM +To: Fraser, Jennifer +Subject: Re: + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + + + + +" +"arnold-j/all_documents/852.","Message-ID: <16361228.1075857610028.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 13:04:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +http://sokolin.com/1998's.htm + +1998 monbousquet" +"arnold-j/all_documents/853.","Message-ID: <4600964.1075857610050.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 08:40:00 -0800 (PST) +From: john.arnold@enron.com +To: chris.gaskill@enron.com +Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/06/2001 04:40 +PM --------------------------- + + +""Piasio, Stephen [FI]"" on 02/23/2001 08:09:13 AM +To: +cc: +Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call + + + + +> <<...OLE_Obj...>> +> +> 2001 Natural Gas Production and Price Outlook Conference Call +> +> +> <<...OLE_Obj...>> Salomon Smith Barney <<2001 Natural Gas Conference +> Call.doc>> +> Energy Research Group +> Analyst Access Conference Call +> +> 2001 Natural Gas Production and Price Outlook +> Hosted by: +> Bob Morris and Michael Schmitz +> Oil and Gas Exploration & Production Analysts +> +> Date & Time: +> FRIDAY (February 23rd) +> 11:00 a.m. EST +> +> Dial-in #: +> US: 800-229-0281 International: 706-645-9237 +> +> Replay #: (Reservation: x 819361) +> US: 800-642-1687 International: 706-645-9291 +> +> Accessing Presentation: +> * Go to https://intercallssl.contigo.com +> * Click on Conference Participant +> * Enter Event Number: x716835 +> * Enter the participant's Name, Company Name & E-mail address +> * Click Continue to view the first slide of the presentation +> +> Key Points: +> 1. Natural gas storage levels appear to be on track to exit March at +> roughly 700-800 Bcf, compared with just over 1,000 Bcf last year at the +> end of the traditional withdrawal season. +> 2. Meanwhile, domestic natural gas production should rise 3.0-5.0% this +> year, largely dependent upon the extent of the drop in rig efficiency, or +> production added per rig. +> 3. Nonetheless, under most scenarios, incorporating numerous other +> variables such as the pace of economic expansion, fuel switching and +> industrial plant closures, it appears that storage levels at the beginning +> of winter will be near or below last year's 2,800 Bcf level. +> 4. Thus, it appears likely that the ""heat"" will remain on natural gas +> prices throughout 2001. +> 5. Consequently, we believe that many E&P shares will post solid gains +> again this year, spurred largely by mounting confidence in the +> sustainability of strong natural gas prices. +> +> + + - 2001 Natural Gas Conference Call.doc +" +"arnold-j/all_documents/854.","Message-ID: <18991969.1075857610072.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 07:08:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: eia power demand +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +any reaction to this? + + + + +slafontaine@globalp.com on 03/06/2001 01:16:41 PM +To: jarnold@enron.com +cc: +Subject: eia power demand + + + + + (Recasts, adds details) + WASHINGTON, March 6 (Reuters) - U.S. electricity demand +will grow by about 2.3 percent in 2001, down from 3.6 percent +growth last year due to the nation's slowing economy, the U.S. +Energy Information Administration said on Tuesday. + Natural gas demand will also grow at about 2.3 percent this +year, the EIA said in its monthly supply and demand report. +Natural gas is the third most popular fuel used by U.S. +electricity generating plants after nuclear and coal. + U.S. electricity demand in the first quarter of 2001 was +forecast at about 896 billion kilowatt hours (kwh), the EIA +said. That is slightly higher than the 895.8 billion kwh +forecast by the agency last month. + For the entire winter heating season of October through +March, electricity demand was forecast to rise by 4.6 percent +from the previous year, the EIA said. The increase was driven +by the residential and commercial sectors, which were forecst +to be higher by 8 and 4 percent, respectively. + More electricity plants were expected to switch from +natural gas back to fuel oil as oil prices drift lower, the +government report said. + ""This trend is expected to continue through the first +quarter 2001,"" the EIA said. ""Although the favorable price +differential for oil relative to gas is expected to continue +through the forecast period, by the second half of 2001, +expected increases in gas-fired capacity are expected to keep +gas demand for power generation growing."" + The monthly report also said that mild weather has eased +natural gas prices in California, but the state still faces gas +supply and deliverability bottlenecks affecting its electricity +plants. + California has been fighting all winter to maintain + + + + + +" +"arnold-j/all_documents/855.","Message-ID: <28266735.1075857610094.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 04:05:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Re: Greg's Bill +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i dont know sounds good to me + + + + +Greg Whalley +02/28/2001 05:32 PM +Sent by: Liz M Taylor +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Greg's Bill + +Johnny, + +What does Greg owe you for the champagne? Is it $896.00? + + +Liz +" +"arnold-j/all_documents/856.","Message-ID: <15374725.1075857610116.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 03:42:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i loved them in that i thought they were going to go up...i think they still +might + + 3 weeks ago now +short term very bullish neutral +medium term neutral neutral +longer term neutral bearish + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 11:34 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +what changed your mind re 02 and 03 --2 weeks ago you told me you loved +them....why are bearish out the back? + +Jen Fraser +Enron Global Markets Fundamentals +713-853-4759 + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, March 06, 2001 5:03 PM +To: Fraser, Jennifer +Subject: Re: + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + + + + +" +"arnold-j/all_documents/857.","Message-ID: <337332.1075857610138.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 03:02:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + + What it's trading what I think it's really worth +apr oct 540 500 +nov mar 547 375 +cal 2 491 400 +cal 3 460 325 + +Obviously most bearish the further out you go. However, the game right now +is not sell and hold...although it will be soon. The game is where will it +be tomorrow and next week and next month. The market is structurally short +term gas thanks to our friends from california. where ca is buying power, +williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500 +or 525. irrelevant. so term is not going down in the short term unless the +front comes into the 400's and scares some producers to start hedging or we +or el paso can find fixed price lng to the tune of 250,000 a day for 10 years. + + + +From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +what are your thoughts on + +ap-oct +nov-mar +02 +03 + + +price levels and outlooks + thanks +Jen Fraser +713-853-4759 + + + + +" +"arnold-j/all_documents/858.","Message-ID: <32395401.1075857610162.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 02:28:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: contangos vs winter putspds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +theres only one thing i can think of... storage field turning around gives +cash market completely different feel. instead of utilities looking to sell +gas everday, they look to buy it. huge difference in feel of mrket. not so +much actual gas but completely different economics of how marginal mmbtu gets +priced. tightening cash market causes cash players to buy futures... hence +the tendency for a spring rally every year. read heffner today...even he +talks about it + + + + +slafontaine@globalp.com on 03/06/2001 10:22:18 AM +To: John.Arnold@enron.com +cc: +Subject: Re: contangos vs winter putspds + + + +so let me ask you-if they dont buy flat px wfrom here with mega cold east +weather, cash contangos,px only 25 cts from lows, after huge apr/oct +buying-what +would take us to much higher levels?? ie whats the risk of being short today? +clueless and confused + + + + + +John.Arnold@enron.com on 03/06/2001 10:51:13 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: contangos vs winter putspds + + + + + +no real bias today positive numbers sell negative numbers buy... +looking into other stuff + + + + +slafontaine@globalp.com on 03/06/2001 09:15:40 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: contangos vs winter putspds + + + +agreewith all, im mega bear summer 2nd q but for the time being weather and +as u +said uncertainy likely to lend itself so little downside until either +weather +gets warm or injections get big. i dont see the flow as you know but i talk +to a +cupla utitlities and the bias same as you menioned. ive neutralized bear +book a +bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up +sell +next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie +records + aug/oct-yes-low risk-wasnt substantially more inverted when we were 4 +bucks +higher-low risk but not a great reward. oct/nov-yea-wont make much for +another +few months on that so it range trades but ill cont to bersd it cuz if end +summer +that strong im always always more bullish the front of winter. + other thing i wonder is how wide these summer contangos cud get-as +everyone so +bullish futs for the next few weeks at least. + weather here sucks to day-tree almost fell on me driving into work-close +one,sahud be about 2 ft of white stuff when its said and done. dunno how +long i +can stay but doesnt look all that great for me getting out to steamboat +manana!! + +heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5 +to +5.0 today, do you guys think that we can see a substantial demand recovery +if +prices dont retreat? my ffeeling is no for at least another 90 days or +more.thots? + any thots on flat px today-im slitely long vs bearsds? + + + + + + + + + + + +" +"arnold-j/all_documents/859.","Message-ID: <15292278.1075857610184.JavaMail.evans@thyme> +Date: Tue, 6 Mar 2001 01:51:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: contangos vs winter putspds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no real bias today positive numbers sell negative numbers buy... +looking into other stuff + + + + +slafontaine@globalp.com on 03/06/2001 09:15:40 AM +To: John.Arnold@enron.com +cc: +Subject: Re: contangos vs winter putspds + + + +agreewith all, im mega bear summer 2nd q but for the time being weather and +as u +said uncertainy likely to lend itself so little downside until either weather +gets warm or injections get big. i dont see the flow as you know but i talk +to a +cupla utitlities and the bias same as you menioned. ive neutralized bear book +a +bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up +sell +next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie +records + aug/oct-yes-low risk-wasnt substantially more inverted when we were 4 bucks +higher-low risk but not a great reward. oct/nov-yea-wont make much for another +few months on that so it range trades but ill cont to bersd it cuz if end +summer +that strong im always always more bullish the front of winter. + other thing i wonder is how wide these summer contangos cud get-as everyone +so +bullish futs for the next few weeks at least. + weather here sucks to day-tree almost fell on me driving into work-close +one,sahud be about 2 ft of white stuff when its said and done. dunno how long +i +can stay but doesnt look all that great for me getting out to steamboat +manana!! + +heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5 to +5.0 today, do you guys think that we can see a substantial demand recovery if +prices dont retreat? my ffeeling is no for at least another 90 days or +more.thots? + any thots on flat px today-im slitely long vs bearsds? + + + +" +"arnold-j/all_documents/86.","Message-ID: <29709809.1075849626079.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 08:54:00 -0800 (PST) +From: don.hawkins@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Nepco Europe contact +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Don Hawkins +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thanks for the assistance. + +Don + + + + +JENNIFER MEDCALF +12/12/2000 11:32 AM +To: Don Hawkins/OTS/Enron@Enron +cc: Phil Lowry/OTS/Enron@ENRON, Derryl Cleaveland/NA/Enron@ENRON + +Subject: Nepco Europe contact + +Don, +The person that you need to contact is George Sayers at 011-44-1642-718309 +and just let him know that you have spoken with me. +Good Luck! +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + +" +"arnold-j/all_documents/860.","Message-ID: <23938059.1075857610219.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:43:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Enron Mentions - 03-04-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 03/06/2001 07:48 +AM --------------------------- +From: Ann M Schmidt@ENRON on 03/05/2001 08:23 AM +To: Ann M Schmidt/Corp/Enron@ENRON +cc: (bcc: John Arnold/HOU/ECT) +Subject: Enron Mentions - 03-04-01 + +Utility Deregulation: Square Peg, Round Hole? +The New York Times, 03/04/01 + +3 Executives Considered to Head Military +Los Angeles Times, 03/04/01 + +Bush leaning toward execs for military +The Seattle Times, 03/04/01 + +Enron's Chief Denies Role as Energy Villain / Critics regard Kenneth Lay as +deregulation opportunist +The San Francisco Chronicle, 03/04/01 + +Enron boss says he's not to blame for profits in energy crisis +Associated Press Newswires, 03/04/01 + +The Stadium Curse? / Some stocks swoon after arena deals +The San Francisco Chronicle, 03/04/01 + + + +Money and Business/Financial Desk; Section 3 +ECONOMIC VIEW +Utility Deregulation: Square Peg, Round Hole? +By JOSEPH KAHN + +03/04/2001 +The New York Times +Page 4, Column 6 +c. 2001 New York Times Company + +WASHINGTON -- IN the forensic pursuit of what caused California's power +failure, the Bush administration, the energy industry and many analysts have +granted immunity to deregulation. +Robert Shapiro, a managing director of Enron, the giant electricity marketer, +says the California mess should in no way affect deregulation in other +states, ''because California didn't really deregulate.'' Spencer Abraham, the +new energy secretary, said Californians simply goofed, setting up a +''dysfunctional'' system. It is the way California deregulated, not +deregulation itself, that should take the blame, they say. +Yet some economists argue that California's troubles should inform the debate +about whether -- not just how -- to deregulate. Among them is Alfred E. Kahn, +the Cornell University economist who helped oversee the creation of free +markets in the rail, trucking and airline industries. +''I am worried about the uniqueness of electricity markets,'' Mr. Kahn said. +He is still studying whether the design flaws in California's market explain +the whole problem. But he is sounding a note of skepticism. +''I've always been uncertain about eliminating vertical integration,'' he +said, referring to the old ways of allowing a single, heavily regulated power +company to produce, transmit and distribute electricity. ''It may be one +industry in which it works reasonably well.'' +Mr. Kahn's comments might sound a little heretical. When this former Carter +administration official was pushing deregulation, it was still a novel and +politically risky concept. Today, getting government out of most businesses +is part of the Washington economic canon. +Moreover, few people believe that California, the first state to overhaul its +electricity sector from top to bottom, has proved a good laboratory. To +satisfy interest groups, the markets were designed in an awkward way, which +soured some deregulation experts on California before the first electron went +on the auction block. +Among the quirks: The state required utilities to buy nearly all their power +on daily spot markets, rather than arranging long-term contracts that might +have allowed them to hedge risk. Consumer prices were also fixed, making it +impossible for utilities to pass on higher wholesale costs. +Paul L. Joskow, an expert on electricity markets at the Massachusetts +Institute of Technology and a former student of Mr. Kahn's, remains hopeful +that the kinks can be ironed out. +In New England and the the Middle Atlantic states, as well in as Britain, +Chile and Argentina, all places that have restructured electricity markets, +regulators have had to adjust market rules to correct flaws. They have found +ways to check the tendency of power sellers to exploit infant markets and +charge high prices, Mr. Joskow said. +Regulators have also had to establish new markets that, through price +signals, encourage power companies to build enough generating capacity so +that they have reserves for peak hours. During peak hours, shortages and +price spikes can substantially raise average prices. +''If they can do it in Britain, Chile and Argentina, then I think we can do +it here,'' Mr. Joskow said. +Still, he warns that proper regulation requires tough political choices. +Allowing high prices to pass through to consumers is one. Making sure +Nimbyism does not prevent the construction of power plants is another. +''The political system must rise to the task,'' Mr. Joskow said, or the ''old +way might be the best we can do.'' +Mr. Kahn knows a bit about the old way. In the mid-1970's, he headed the New +York Public Service Commission, which oversaw electricity and other regulated +industries. The drawbacks were legendary. Local utilities had an endemic +tendency to overestimate demand to justify new power plants, for which +consumers paid through steady rate increases. Nearly everyone assumed that +competition would slash prices. +But though free markets do a better job managing rail, phone and airline +prices, they have yet to match regulators' ability to juggle the complexities +of electricity, Mr. Kahn said. +Regulators tended to apply heavy political pressure on utilities to keep +prices as low as possible and profit margins steady but thin. The vertical +integration of electricity monopolies may have also had advantages, Mr. Kahn +said. Engineers coordinated power plants and transmission lines in ideal +ways. Planners who saw the need for new plants helped find a place for them +to be built. ''The players all depended on one another,'' he said. +California has probably not derailed deregulation efforts. But it has made +people wonder anew whether market forces work for kilowatts as they do for +widgets. + +Photo: Alfred E. Kahn + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +National Desk +3 Executives Considered to Head Military +From Associated Press + +03/04/2001 +Los Angeles Times +Home Edition +A-25 +Copyright 2001 / The Times Mirror Company + +WASHINGTON -- Three corporate executives are under consideration to lead the +Air Force, Army and Navy, administration officials said Saturday. +The three have been interviewed by Defense Secretary Donald H. Rumsfeld, and +the White House was expected to announce this week that it will send their +names to the Senate for confirmation, the Washington Times reported, quoting +unidentified sources. +Gordon R. England, 63, who retired recently from General Dynamics Corp., +would be nominated as Navy secretary; James G. Roche, 61, a vice president at +Northrop Grumman Corp., is the pick to head the Air Force; and the choice to +head the Army is Thomas E. White, 57, a retired Army general and an executive +with Enron Corp. White also once worked as an assistant to Colin L. Powell, +Bush's secretary of State. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +News +Bush leaning toward execs for military +The Associated Press + +03/04/2001 +The Seattle Times +Sunday +A9 +(Copyright 2001) + +WASHINGTON--Three corporate executives are under consideration to lead the +Air Force, Army and Navy, administration officials said yesterday. +The three men have been interviewed by Defense Secretary Donald Rumsfeld, and +the White House was expected to announce next week that it will send their +names to the Senate for confirmation, The Washington Times reported +yesterday, quoting unidentified sources. +But two Bush administration sources, speaking on condition of anonymity, told +The Associated Press that President Bush has not made a decision and that the +nominations were not a certainty. +The Times said Gordon England, 63, who retired last week as a vice president +at General Dynamics, would be nominated as Navy secretary. England was +responsible for the company's information systems and international programs. +The newspaper also said James Roche, 61, a vice president at Northrop +Grumman, was the pick to head the Air Force. Roche, a retired Navy captain, +worked in the State Department during the Reagan administration and later was +Democratic staff director for the Senate Armed Services Committee. +The nominee for Army secretary was said to be Thomas White, 57, a retired +Army general and an executive with Enron, a Houston-based energy company. +White was executive assistant to Secretary of State Colin Powell when Powell +was chairman of the Joint Chiefs of Staff. + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +NEWS +Enron's Chief Denies Role as Energy Villain / Critics regard Kenneth Lay as +deregulation opportunist +David Lazarus +Chronicle Staff Writer + +03/04/2001 +The San Francisco Chronicle +FINAL +A1 +(Copyright 2001) + +Kenneth Lay is one of the energy ""pirates"" accused by California's governor +of fleecing consumers. As chairman of Enron Corp., the world's largest energy +trader, Lay is arguably the biggest, baddest buccaneer of them all. +But that's not how he wants to be seen. And he certainly doesn't like taking +knocks from Gov. Gray Davis for having contributed to California's energy +mess. +""It's very unfair,"" Lay said, his brown eyes taking on a puppy- dog quality. +""He's trying to vilify us. But we didn't make the rules in California. We had +nothing to do with creating the problem."" +He gazed out from his plush, 50th-floor office. Houston's downtown +skyscrapers jutted like sharp teeth against the overcast sky. +""Everyone played by the rules,"" Lay said. ""Now our reputations are being +maligned."" +In a sense, he's right. The ultimate blame does rest with California +policymakers for deregulating the state's electricity market in such a +ham-fisted way that power giants like Enron cleaned up by exploiting +loopholes in the system. +But Enron was no innocent bystander during the restructuring process. +""Enron and Ken Lay were one of the major players behind the push for +deregulation in California,"" said Janee Briesemeister, senior policy analyst +in the Austin office of Consumers Union. ""A lot of what's happening in +California was their idea."" +Those familiar with the state's deregulation efforts said Enron was +especially eager to ensure that a newly created Power Exchange, where +wholesale power would be bought and sold, was separate from the Independent +System Operator, which would oversee the electricity grid. +""This fragmented the wholesale market, making it harder to monitor,"" said +John Rozsa, an aide to state Sen. Steve Peace, D-El Cajon, widely regarded as +the godfather of California's bungled deregulation measures. +""Enron isn't in the business of making markets work,"" Rozsa said. ""They're in +the business of making a buck."" +In an ironic twist, however, Enron now could play a pivotal role in helping +the state remedy past errors and find its energy footing. The company has +that much clout. +SEEKING LAY'S BLESSING +Thus, as the governor pushes ahead with a scheme to purchase the transmission +lines of California's cash-strapped utilities, he didn't hesitate to call +recently seeking Lay's personal blessing for the plan. +This must have been a sweet moment for the man who just weeks earlier had +been castigated by Davis in the governor's State of the State speech. +""I told him we couldn't support it,"" Lay said, a hint of a smile playing +across his lips. ""It will lead to an even less efficient transmission grid +and, longer term, it could make things worse."" +Why would Davis swallow his pride and court favor with Enron's big cheese? +Simple: Davis will need the Bush administration's backing to make the +power-line sale fly, and, many believe, there's no faster way to reach the +new president than via the Houston office of his leading corporate patron. +Lay, 58, and his company have donated more than $500,000 to Bush's various +political campaigns in recent years, and he placed Enron's private jet at +Bush's disposal during the presidential race. +So great is Lay's influence with the president that some insist he is now +serving effectively as shadow energy secretary, shaping U.S. energy policy as +he sees fit. +""There's a long history of Enron pulling the levers of its political +relationships to get what it wants,"" said Craig McDonald, director of Texans +for Public Justice, a watchdog group. ""What Ken Lay thinks energy policy +should be isn't very different from what George Bush and Dick Cheney think it +should be."" +ANOTHER VIEWPOINT +Lay, of course, sees things differently. At the mere mention of his close +rapport with the president, his eyes glazed over and he mechanically recited +the words he has repeated numerous times in recent months. +""I have known the president and his family for many years,"" Lay said. ""I've +been a strong supporter of his. I believe in him and I believe in his +policies."" +He insisted that reports of his having sway over Bush on energy matters are +""grossly exaggerated."" +Still, it is striking that Bush's quick decision after taking office to limit +federal assistance in solving California's energy woes virtually mirrored +Lay's own thoughts on the situation. So, too, with the administration's +hands-off approach to resolving the crisis. +Whatever else, California's power woes have been very kind to Enron's bottom +line. The company's revenues more than doubled to $101 billion last year. +They haven't hurt Lay, either. According to company records, his pay package +more than tripled last year to $18.3 million. +Lay and other Enron officials steadfastly refuse to break out the company's +California earnings from other worldwide business activities. But Lay +conceded that Enron's profit from California energy deals last year was ""not +inconsequential."" +""We benefit from the volatility,"" he said. +CAPTIVE MARKETPLACE +That's putting it mildly. It could be said that California's energy mess was +tailor-made for Enron, which is almost uniquely positioned to prosper from a +captive marketplace in which electricity and natural gas prices are +simultaneously soaring skyward. +To understand why that is, one must look closely at Enron's complex business +model. The company is much more than just a middleman in brokering energy +deals. +Lay, with a doctorate in economics and a background as a federal energy +regulator, set about completely reinventing Enron in 1985 after taking over +what was then an unexceptional natural-gas pipeline operator. +As he saw it, the real action was not in distribution or generation of +energy, but in transacting lightning-fast deals wherever electricity or gas +is needed -- treating energy like a tradable commodity for the first time. +Enron is now the leader in this fast-growing field, and uses that advantage +to consolidate its position as the market-maker of choice for energy buyers +and sellers throughout the country. +It also exploits its size and trading sophistication to structure unusually +creative deals. For example, if electricity prices are down but natural gas +prices up, Enron might cut a deal to meet a utility's power needs in return +for taking possession of the gas required to run the utility's plants. +Enron could then turn around and sell that gas elsewhere, using part of the +proceeds to purchase low-priced electricity from another provider, which it +ships back to the original utility. +""We do best in competitive markets,"" Lay said. ""These are sustainable +markets."" +TRADING FRENZY +Enron's trading floors buzz all day long with frantic activity as mostly +young, mostly male employees scan banks of flat-panel displays in search of +the best deals. Rock music blares from speakers, giving the scene an almost +frat-party atmosphere. +The company's trading volume skyrocketed last year with the advent of an +Internet-based bidding system, which logged 548,000 trades valued at $336 +billion, making Enron by far the world's single biggest e-commerce entity. +Kevin Presto, who oversees Enron's East Coast power trades, called up the +California electricity market on his computer. With a few quick mouse clicks, +he showed that Enron at that moment was buying power in the Golden State at +$250 per megawatt hour and selling it at $275. +""Some days we're at $250, some days $300 and some days $500,"" Presto said +over the steady thump-thump of the trading floor's rock 'n' roll soundtrack. +""There's truly a problem out there."" +This is a recurring theme among Enron officials: California's electricity +market is broken and Enron would prefer it if things just settled down. As +Lay himself put it, ""The worst thing for us is a dysfunctional marketplace."" +In reality, California's dysfunctional marketplace means Enron isn't just +making piles of money, it's seeing profits both coming and going. +LOTS OF BUSINESS IN CALIFORNIA +The company's energy services division, which handles the complete energy +needs of large institutions, counts among its clients the University of +California and California State school systems, Oakland's Clorox Co., and +even the San Francisco Giants and Pac Bell Park. +Enron purchases electricity on behalf of these clients from Pacific Gas and +Electric Co., which by law must keep its rates frozen below current market +values. At the same time, Enron sells power to PG&E at sky-high wholesale +levels. +In other words, Enron is buying back its own electricity from PG&E for just a +fraction of the price it charges the utility. +""These guys are the pariahs of the power system,"" said Nettie Hoge, executive +director of The Utility Reform Network in San Francisco. ""Why do we need +middlemen? They don't do anything except mark up the cost."" +To be fair, energy marketers such as Enron can help stabilize an efficient +marketplace by promoting increased competition between buyers and sellers. +This has proven the case in Pennsylvania, where Enron actively trades among +about 200 market participants. +But in an inefficient market such as California, a company like Enron can +easily exacerbate things by exploiting loopholes in the state's ill-conceived +regulatory framework. +Sylvester Turner, a Houston lawmaker who serves as vice chairman of the state +committee that oversees Texas utilities, said he can't blame Enron and other +power companies for pursuing profits in California. +""California set up some bad rules, and these companies played by the rules +California set up,"" he said. ""At the end of the day, they will behave to +enhance their bottom lines."" +But as Texas proceeds toward deregulation of its own electricity market next +year, Turner said he has learned from California's experience -- and is +taking steps to prevent Texas' power giants from shaking down local +consumers. +LESSONS FROM GOLDEN STATE +He has written a bill intended to give the Texas Public Utility Commission +more authority in cracking down on market abuses. The power companies are +fighting the legislation as hard as they can. +Not least among Turner's worries is that Texas will see what California +officials believe happened in their state: A deliberate withholding of power +by leading providers until surging demand had pushed prices higher. +""I have that concern,"" he said. ""I don't necessarily take these companies at +their word."" +For his part, Lay insists that Enron has never deliberately manipulated +electricity prices. +""I don't know of any of that,"" he said. ""It's so easy to conjure up +conspiracy theories."" +As a sign of Enron's commitment to solving California's energy troubles, Lay +said he supported Davis when the state began negotiating long-term power +contracts on behalf of utilities. +So how many contracts has Enron signed? +Suddenly, the hurt, puppyish expression vanished from Lay's face, and a +harder, more steely look glinted from his eyes. +""None,"" he said. ""We won't be signing until we're certain about recovering +our costs."" +Consider this a shot across California's bow. + +PHOTO; Caption: Chairman Kenneth Lay said Enron had ""nothing to do with +creating the (energy) problem."" + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + + +Enron boss says he's not to blame for profits in energy crisis + +03/04/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +SAN FRANCISCO (AP) - Yes, his business has profited handsomely from +California's energy crisis, but Enron Corp. Chairman Kenneth Lay says he +shouldn't be a scapegoat in California's energy crisis. +That hasn't swayed Gov. Gray Davis, who has skewered energy companies such as +Houston-based Enron for selling expensive power to California. +""Never again can we allow out-of-state profiteers to hold Californians +hostage,"" Davis warned in his State of the State address. +More recently, however, Davis called Lay to discuss negotiations as the state +looks to buy power transmission lines from troubled utilities. +""I told him we couldn't support it,"" Lay told the San Francisco Chronicle in +an interview at his Houston office. ""It will lead to an even less efficient +transmission grid and, longer term, it could make things worse."" +Lay is not just any private-sector energy czar - Enron Corp. is the world's +largest energy trader and Lay is a close friend of President George Bush. Lay +and his corporation have donated more than $500,000 to Bush's various +political campaigns in recent years and he offered Bush use of Enron's +private jet during the presidential race. +But Lay said it's economics, not politics, that matter in California's energy +crisis. And he thinks it unfair that Davis has blamed out-of-state energy +brokers for the protracted problems. +""We didn't make the rules in California,"" Lay said. ""We had nothing to do +with creating the problem."" +The problem, many analysts agree, began with the state's deregulation of the +power industry in 1996. Enron encouraged deregulation, and the state's +ensuing power crisis has been lucrative for the corporation. +Enron's stock jumped 86 percent in 2000 and its revenues more than doubled to +$101 billion. Lay, 58, was compensated accordingly - he received nearly $16 +million in stock and cash beyond his $1.3 million salary last year, compared +with less than $4 million in bonuses in 1999. +Lay refused to say how much Enron has made off California's crisis, though he +conceded the profit was ""not inconsequential."" +""We benefit from the volatility,"" said Lay, who took over Enron in 1985 and +has helped turn the corporation into a major player in the trading of +electricity as a commodity. +But Lay rejected suggestions that Enron has manipulated prices upward by +insisting California pay dearly for last-minute power that has helped keep +the lights on in recent months. +""I don't know of any of that,"" he said. ""It's so easy to conjure up +conspiracy theories."" + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +BUSINESS +NET WORTH +The Stadium Curse? / Some stocks swoon after arena deals +Kathleen Pender + +03/04/2001 +The San Francisco Chronicle +FINAL +B1 +(Copyright 2001) + +Is buying the name of a big-league stadium the kiss of death for a company, +or does it only seem that way? +From Network Associates Coliseum in Oakland to the unfinished CMGI Field +outside Boston, the nation is dotted with sports venues named after companies +whose stocks have been sacked. +The Super Bowl champion Baltimore Ravens play in a stadium named after +PSINet, whose stock has fallen 92 percent to $1.25 a share since it bought +naming rights. +The problem names are not all tech. +The owners of the TWA Dome in St. Louis and Pro Player Stadium in Miami are +looking for new corporate sponsors because their current ones are bankrupt. +TWA is an airline. Pro Player was part of underwear-maker Fruit of the Loom. +The home of the Anaheim Angels could be in the market for a new name if +Edison International, parent of electric utility Southern California Edison, +runs out of juice. +Of course, these companies were not in trouble when they promised to pay tens +or hundreds of millions of dollars to have their names plastered on a +ballpark or arena. +In fact, many were at their peak. +Which begs the question: Should investors get worried when a company in which +they own stock puts its name up among the floodlights? +Brian Pears, head of equity trading with Wells Capital Management, wonders if +companies are susceptible to some weird strain of the ""Sports Illustrated +curse."" It seems as if any athlete who is pictured on the cover of SI +magazine invariably loses his next game or pulls a groin muscle. +Business celebrities suffer from a similar phenomenon: Amazon.com Chief +Executive Officer Jeff Bezos was named Time magazine's 1999 person of the +year just before his company's stock price tanked. +Don Hinchey, who advises buyers and sellers in naming-rights deals, doesn't +think the curse holds true in stadium and arena deals. +""You can make a case that a company is doing well when it acquires a naming +rights sponsorship, but you can't necessarily say it corresponds with a peak +in its business,"" says Hinchey, director of creative services for the Bonham +Group in Denver. +TRACKING NAMING FIRMS +To find out if Hinchey is right, I tracked the stock market performance of +publicly held companies since they bought naming rights to 47 big-league +sports venues in North America. +I excluded facilities named after subsidiaries of larger companies, including +Miller Park in Milwaukee (Miller Brewing is part of Philip Morris) and Pac +Bell Park in San Francisco (Pacific Bell is owned by SBC Communications, +which is putting its own name on an arena in San Antonio). +I used the announcement date as a starting point because stadium naming deals +are, after all, marketing endeavors. The announcement of a deal generates +tons of publicity, which is considered positive, even if the publicity is +negative and even if the stadium won't open for several years. +Then I compared each company's stock market performance with the Standard & +Poor's 500 index during the same period. +The bottom line: 29 of the 47 companies that bought stadium or arena names +are trading at a higher stock price today than when the deals were announced, +according to data from FactSet Research Systems. (Two companies each bought +two names and were counted twice.) +But -- and this is a big but -- only 13 of them beat the S&P 500 during the +period since their respective deals were announced. +So buying a stadium name might not be a curse, but it's no guarantee the +company will beat the market. +WINNERS, LOSERS +The companies that have done best since buying a name come from a wide +variety of industries. +The biggest winner is Qualcomm, a wireless telecommunications company. +Although its stock is down 65 percent from its peak, it's still up 746 +percent since it agreed to slap its name on a San Diego stadium. +The next-biggest winners include Target (discount stores), Ericsson (telecom +equipment), Coors (beer), Fleet Financial (banking), Pepsi (soft drinks) and +Enron (energy). +The biggest losers are TWA, PSINet (Internet service provider), CMGI +(Internet incubator), Savvis Communications (telecom services) and Network +Associates (network security software). +Network Associates' stock peaked about three months after it bought naming +rights to the Oakland Coliseum in September 1998. Since then, it has suffered +a string of setbacks. After the Securities and Exchange Commission questioned +its accounting practices, it restated its financial results for 1997 and +1998. Its CEO resigned in December. +Network Associates is paying slightly more than $1 million per year for the +coliseum name. It can get out of its 10-year deal after five years. +The company ""has been paying us,"" says Deena McClain, general counsel with +the Oakland-Alameda County Coliseum Authority. ""We haven't had any +discussions with them"" about changing the contract. +Most naming-rights contracts have ""out clauses that allow the parties to +extricate themselves if they want, can or need to in the event of financial +difficulties or if a team moves,"" says Hinchey. +Although nobody likes to be associated with a loser, stadium owners may +benefit if a troubled company cuts out of a deal early. +That's because stadium name prices have skyrocketed since the mid- 1990s, +when $1 million a year -- give or take -- was average. +In 1999, FedEx agreed to pay $205 million over 27 years to be named home of +the Washington Redskins. +In 2000, CMGI agreed to pay $114 million over 15 years to have its name on +the new home of the New England Patriots. It's questionable what kind of +shape CMGI will be in when the stadium opens next year. +The ""10-gallon hat of naming rights deals,"" says Hinchey, is in Houston, +where Reliant Energy will pay $300 million over 32 years to name the +Astrodome and a new football stadium after itself. +Some customers of Reliant's utility subsidiary were outraged when the deal +was announced because the company was also raising electricity rates. +Some shareholders also get perturbed when their company spends money on a +stadium instead of a new plant or stock dividends. +But Jim Grinstead, editor of Revenues from Sports Venues, says, ""you have to +look at the (stadium) purchase in light of total marketing budget. It sounds +like big money, but frequently it's over 20 to 30 years. If you take out +things the company might buy anyway, like tickets and luxury suites, it's +small potatoes."" +WHAT A DEAL IS WORTH +The main benefit of a stadium deal is the exposure a company gets when a game +is broadcast on TV or radio or mentioned in print. +""This is the biggest bang for your buck in terms of branding,"" says Jennifer +Keavney, a Network Associates vice president who negotiated the stadium deal. +She says the cost of her deal, about $1 million a year, ""won't even buy you a +Super Bowl ad. It will buy five commercials on a nationally televised +football game, maybe."" +The Coliseum, perched beside Interstate 880, also acts like a giant billboard +for the company, which frequently gets mentioned in traffic reports. +Hinchey says most naming deals also include tickets and luxury boxes; on-site +exposure through signage and kiosks; premium nights when the sponsor might +offer samples at the park; and inclusion in programs, tickets and flyers. +Most companies that strike stadium deals want to become a household name +because they sell consumer products or services. +But not always. +3Com sold nothing but corporate networking gear when it bought the name to +Candlestick Park in San Francisco in 1995. +""It was a good move for them,"" says Jim Grinstead, editor of Revenues from +Sports Venues. ""They got the employees they were looking for, the visibility +they were looking for. At the time, they were a player in a crowded field, +and they wanted to look like a fun place to work."" +Last April, 3Com extended its original 4-year contract for two more years. +The biggest risk companies run is that the team that plays in their facility +will be a loser. +""Companies invest in an entity that can enhance their brand, their sales and +hospitality efforts. Certainly that loses its luster if the team is not +performing well,"" Hinchey says. ""But corporations realize the team's success +on the field fluctuates. It could be a champion one year, next year in the +dumps."" +The same can be said about the corporate sponsors, which is something stadium +owners -- be they taxpayers or business tycoons -- must realize when they +sell a name. + + +PHOTO; Caption: Rich Gannon of the Oakland Raiders scored in Oakland's +Network Associates Coliseum last year. / Frederic Larson/The Chronicle 2000 + +Copyright , 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + + +" +"arnold-j/all_documents/861.","Message-ID: <9325736.1075857610242.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:15:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: ecommerce +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hard to believe , huh + + + + +slafontaine@globalp.com on 03/05/2001 11:31:02 AM +To: John.Arnold@enron.com +cc: +Subject: Re: ecommerce + + + +just saw your picture ion that magazine-one would never imagione that smart +guy +was doing the "" rerun"" dance at the edf man pary just over a year ago!!! + + + +" +"arnold-j/all_documents/862.","Message-ID: <4893415.1075857610264.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:08:00 -0800 (PST) +From: john.arnold@enron.com +To: sales@popswine.com +Subject: RE: Pops Order Number 20267 John Arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sales@popswine.com (Pops wine Sales) @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I ordered 3 different things...I thought your ""wine inventory listings are +updated DAILY"" ??? + + + + +sales@popswine.com (Pops wine Sales) on 03/05/2001 02:28:38 PM +To: +cc: +Subject: RE: Pops Order Number 20267 John Arnold + + +Thank You for your on-line order! + +The item(s) you ordered are currently out-of-stock. You will be +automatically notified when they become available. + +Thanks!! + +Pop's Wines & Spirits +256 Long Beach Road +Island Park, New York 11558 + +516.431.0025 +516.432.2648, fax + +sales@popswine.com +www.popswine.com + + + + +" +"arnold-j/all_documents/863.","Message-ID: <1723090.1075857610285.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 23:06:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: RE: Pops Order Number 20267 John Arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Not impressive +---------------------- Forwarded by John Arnold/HOU/ECT on 03/06/2001 07:06 +AM --------------------------- + + +sales@popswine.com (Pops wine Sales) on 03/05/2001 02:28:38 PM +To: +cc: +Subject: RE: Pops Order Number 20267 John Arnold + + +Thank You for your on-line order! + +The item(s) you ordered are currently out-of-stock. You will be +automatically notified when they become available. + +Thanks!! + +Pop's Wines & Spirits +256 Long Beach Road +Island Park, New York 11558 + +516.431.0025 +516.432.2648, fax + +sales@popswine.com +www.popswine.com + + + +" +"arnold-j/all_documents/864.","Message-ID: <2506443.1075857610307.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:30:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes...please change griffith to trading. +thanks, +john" +"arnold-j/all_documents/865.","Message-ID: <14977986.1075857610328.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 05:04:00 -0800 (PST) +From: john.arnold@enron.com +To: gary.hickerson@enron.com +Subject: Re: CANCELLED - Trader's Roundtable +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Hickerson +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +probably because jeff's out,, but let's go ahead and have it + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: CANCELLED - Trader's Roundtable + +Yes, I'm around all week and, I don't know why the Tuesday meeting was +cancelled. + +Gary + +" +"arnold-j/all_documents/866.","Message-ID: <9673772.1075857610349.JavaMail.evans@thyme> +Date: Mon, 5 Mar 2001 02:56:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +dinner or drinks tonight?" +"arnold-j/all_documents/867.","Message-ID: <15873806.1075857610371.JavaMail.evans@thyme> +Date: Sun, 4 Mar 2001 08:31:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: contangos vs winter putspds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +So my point shown a little bit right now.. Weather a little cooler for this +week. Overall normal for 6-10. JV up 12 cents. Think just as customers got +totally fucked last year selling into the rally, they are going to buy all +the way down. Differnence is last year trade very happy to take in all the +length. This year trade not ready to get really short. Not until healthy +inj in April anyways. I think money from here will be made being short, +just question of what and when. Think there'll be enough hedging demand to +keep curve very strong unless phys market just totally rejects price level. +With amount of inj capacity available, hard to believe phys market is going +to dictate prices for next couple months. I think it will be spec and +hedgers dictating. Spec staying on sidelines right now and hedgers buying. +Leads to more upside potential in short term. +My point in V/X was that jv would be strong and cal2 hedging was from sell +side leading to pressure on those spreads. The california term power sales +have totally changed that. Before, the only thing customers were selling was +cal 2. Now, customer interest much more from buyside in cal 2,3 solely from +california. Now turning neutral v/x and x/z. You have very valid points. +i like q/v more though. I think you could have 10 cents of upside in that +with little downside. Thoughts?" +"arnold-j/all_documents/868.","Message-ID: <33334721.1075857610395.JavaMail.evans@thyme> +Date: Sat, 3 Mar 2001 12:10:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: friday +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +so according to your analysis, had we been at $2.5 gas and we were not +bordering on a recession, we would have had the highest AGA number of +recorded history for this week, last week, or next week by 15 bcf? seems a +little far fetched to me. Our analysis is saying: gas at 2.50 we would have +had 4.5 bcf a day more demand. that includes commercial residential +industrial switching processing... +as far as 2 bcf/d power gen demand- that counts the fact that last year was +extremely mild versus expectation of normal summer this year, west will be +running every gas unit virtually all hours as power demand is growing maybe +5% still and hydro way down. every molecule that can will flow west from +waha this summer versus little last year. east power prices really havent +reached point of priceing out demand and heat rates healthy enough to where +gas can go up without raising power prices to cut demand. some concern of +more efficient replacing less but hard to quantify. we're trying to build +the stack now to estimate. +frac margins now positive for all but most inefficient processors. will +continue coming back. a little concerned about 2 oil prices. bordering +right there now for places like florida and actually saw fl demand rise +100,000 last week as gas got to parity. +let me look into inj capability. definitely bigger when field is empty from +engineering standpoint so any problems really wont arise until fall when gen +demand low and inj capacity lower...my initial thoughts. +bo seems as neutral as everyone else in the market right now. really +inactive. +to clarify, not raging bull. i like everybody want to see what the inj +numbers in april look like. nobody putting a position on until that starts +to clarify. just think that hedging demand is making market a little short +right now making next move up more likely. would be scale up seller though +not really sure why cash trades at 10-15 back. doesnt make any sense. +however as more fields start turning around throughout month, the stg arb to +great in my opinion to keep spread there. must close one way or the other. +notice that spread tightened to 6-8 towards end of trading friday? +in general think that gas is reaching the elasticity stage right here. 50 +cents lower and no switching, no processing, and gain back some demand. +market needs to see some big stg numbers first. +i think the best play right now is to start buying longer term put spreads. +Jan 4/3.5 look great to me. if we get back to 2.8 and don't match last +year's early weather, bombs away. + + + + +slafontaine@globalp.com on 03/03/2001 07:03:14 AM +To: jarnold@enron.com +cc: +Subject: friday + + + +this doesnt allow for new generation demand-which is unclear cuz it requires +power px, also doesnt accrue for more eficient gen replacing inneficient, +weather of course. but 2bcf/d sounds hi-esp shudnt happen until loads peak in +july-shud be marginal in apr-jun + if you notice im not alot diff than your guys-4.6 demand destruction is +implied but im including a factor for R/C energy conservation-ie poor guys +like +me turning lites off and thermostat down-its making a difference- that will be +less factor in shoulder demand months-reason why i think y on y s&d swing will +be closer to 5 bcf apr-jun, if px doesnt fall and electricity spikes i think +we'll see conservation return cuz i wont turn on my air cnditioner + now rember the 7.4 is vs gas at sub 6.00 ie february which is approx +where +we are today + all that being said yes some demand has come back-but it is as i consider +extraordinary demand destruction-those things which never really have occured +before-like the level for fuel switching in jan and fractionation margins(ie +liquids) which were all non existent a year ago save for residual fuel. some +ammonia/fert prod has come back as well. but when you get down to 2 -3 bcf/d +industrial in the more i think of it-may not be destruction anymore as mucha +unction of an economic slowdown. + anyway -i think i only know two guys that are bearish-me and one of your +big +fund customers(ospraie). we'll see. is collins bullish as well-he seems +quieter +in the mkt lately. + heres another one-what you guys think the industry capacity for injection is +on a weekly basis? we sud test it...in other words if the max is say 105 then +means the basis will uttery colpase on daily cuz mkt will keep futs too hi and +be unable to inject all the gas available? thots + also, you any idea why cash at the hub alway seems to hold a 10-15 ct +discount lately daily vs next month futs? why not 5 or 30 cts? i dont get it +bt +wondering if its transportation or storage cost related. + have a good weekdn my man + +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/03/2001 +07:38 AM --------------------------- + +From: Steve LaFontaine on 03/01/2001 05:01 PM + +To: sulliacd@bc.edu, Terry Sullivan/GlobalCo@GlobalCo +cc: +Fax to: +Subject: friday + +i think you are done with hhd/cdd stuff -ie did you complete the cdds vs +utilites demand? also monthly hdds vs residential and commercial +demand?(combined)?, cdds vs total stock change?? + if all these are done add them to the summary sheet in usable formula +form-ill +show you what i mean + +then we start our price data base from bloom berg + +check this out-using the regression you did for nov-march 99/00 came to a draw +of 155 with 195 gw hdds, i decreased the draw by the amount i beleive is the +y +on y supply demand swing. ie 1.5 bcf prod + 1.1 bcf./d import + 3 bcf/d industrial + 1.16 fuel switching + .5 ngl neg processing + 1.3 r/c conservation + +--------------------------------- + +=7.4* 7=103 aga came in at 101, so excellant, back testing vs the week prior +cam +to 81, vs aga 81!!! +nt bad-is a very bearish s&d is this continues cuz says injections will be +enoromous in the spring + + + + + +" +"arnold-j/all_documents/869.","Message-ID: <31859961.1075857610417.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 08:23:00 -0800 (PST) +From: john.arnold@enron.com +To: gary.hickerson@enron.com +Subject: CANCELLED - Trader's Roundtable +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Gary Hickerson +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Are you around next Tuesday? +---------------------- Forwarded by John Arnold/HOU/ECT on 03/02/2001 04:22 +PM --------------------------- +From: Jennifer Burns/ENRON@enronXgate on 03/02/2001 03:29 PM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Michael +Bradley/HOU/EES@EES, Jennifer Fraser/ENRON@enronXgate, Mike +Grigsby/HOU/ECT@ECT, Adam Gross/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, +Kevin McGowan/Corp/Enron@ENRON, Vince J Kaminski/HOU/ECT@ECT, John L +Nowlan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, +Hunter S Shively/HOU/ECT@ECT, Bill White/NA/Enron@Enron, Gary +Hickerson/HOU/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, John J +Lavorato/ENRON@enronXgate +cc: Ina Rangel/HOU/ECT@ECT, Judy Zoch/NA/Enron@ENRON, Gloria +Solis/ENRON@enronXgate, Helen Marie Taylor/HOU/ECT@ECT, Tamara Jae +Black/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, +Kimberly Hillis/ENRON@enronXgate +Subject: CANCELLED - Trader's Roundtable + +The trader's roundtable meeting for Tuesday, March 6 at 4:00PM has been +cancelled. + +Thanks! +Jennifer +" +"arnold-j/all_documents/87.","Message-ID: <9266694.1075849626102.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:03:00 -0800 (PST) +From: colleen.koenig@enron.com +To: jennifer.medcalf@enron.com +Subject: Mike Horning's pre-conference call comments +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Colleen Koenig +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +I gave Mike Horning a call I received his e-mail. He is following up with +Cox directly to find out what is happening on the broadband side +(negotiations with Blockbuster). + +I reviewed Universal's request for a sponsorship (of JPI). He was also +asking dollar amounts for the sponsorship. It looks like Mike is going to +probe Daphne Harvey (Universal) for the technical knowledge he needs in order +to make the best pitch to Universal. It looks like he will also feel out the +organizational structure to see if his contacts are the right ones. + +Colleen + + +----- Forwarded by Colleen Koenig/NA/Enron on 12/12/2000 04:46 PM ----- + + Michael Horning@ENRON COMMUNICATIONS + 12/13/2000 04:22 PM + + To: Colleen Koenig/NA/Enron@ENRON + cc: + Subject: Confidential + +Colleen, + +As part of my strategy, I want to glean information. Hopefully it will +give me an understanding of their process and goals, so that I may be more +effective in my discussions with their media group. + +Following are a few questions I will ask Daphne (I don't expect Daphne to +have all the answers): + +1) Help me understand how Universal wants to save money on advertising? +2) Who at Universal is driving that process? (Names, Titles, etc.) +3) What are the saving targets? (% or $ amount) +4) Where do they want to save in regards to advertising? (Spot TV, Network +TV, Cable, Radio, NP, etc.) +5) What is their annual advertising budget? (Per film? Metric? Per media, +etc.) +6) How much does she understand about media buying? (GRP's, CPM's, Demos, +Dayparts, Reach & Frequency, etc.) +7) What is her role in this process? + +I'm sure I will have a few more questions, as we speak with each other. + +Regards, + +Michael P. Horning +Director +Enron Media Services +Global Media Risk Management +Phone: 713-853-9181 +Fax: 713-646-8436 +Cell: 713-303-0742 + + + + Colleen Koenig@ENRON + 12/12/00 02:31 PM + + To: Michael Horning/Enron Communications@Enron Communications + cc: + Subject: Universal/EMS Conference Call 12/13 1:30 PM + +Mike, + +Please find below information for tomorrow's conference call. Do you want to +quickly recap strategy before the call? + +Universal-EMS Conference Call +Date/Time: Wednesday, December 13, 1:30 PM CST ( 11:30 AM PST) +Dial-in Number: 1 (888) 689-5736, passcode= 6045380# + +Attendees +Enron: +Mike Horning, Director, Origination, Enron Media Services +Colleen Koenig, Analyst, Global Strategic Sourcing, Business Development +Universal: +Daphne Harvey, Sr. Director, Strategic Sourcing (Media and Post Production) + + +__________________________________________ +Colleen Koenig +Analyst, Global Strategic Sourcing, Business Development +713.345.5326 + + + + +" +"arnold-j/all_documents/870.","Message-ID: <8740496.1075857610440.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 08:22:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: silverman +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I think you need to check your AGA model. 7.2 bcf/d seems awfully high. +That's saying that had gas been at $2.5, the AGA for the week would have been +151. Look at the AGA history for last week, this week and next week. + + 94 95 96 97 98 99 00 01 +3rd week of Feb -64 -46 -64 -63 -77 -97 -136 -81 +4th week of Feb -132 -118 -62 -76 -47 -128 -74 -101 +1st week of Mar -27 -132 -118 -57 -54 -69 -37 ?? + +Do you really think the # would have been 151 with no demand destruction? It +wasn't even really cold. That would have been the highest AGA # of the three +weeks by 15 bcf. +Our guys are thinking 4.5 bcf/d. Pira is saying that Feb as a whole averages +3.5-4 bcf/d. That's just destruction and does not include new production, if +any. Further Pira estimates that March destruction will be about half of +Feb. Assuming that gets to equilibrium: 2 bcf/d demand destruction, 2 bcf/d +more production, 2 bcf/d more gas generation demand. Start with a 400 b +deficit and 200 injection days gets you to flat against last years storage in +current price environment. I think we are fairly priced fundamentally, but +with huge customer imbalance for hedging from buy side, surprises in the +market right now are to the upside in my view. Course hard to imagine $6 for +J. Just sell vol. + + + + + +slafontaine@globalp.com on 03/02/2001 10:54:14 AM +To: John.Arnold@enron.com +cc: +Subject: Re: silverman + + + +my next aga number is 75-sllitely more than pira and assumes 7.2 bcf/d y on y +s&d swing-the higher prices now the uglier it'll be later. +contmaplating buying some 4.00 puts for lat 2nd q or early 3q for a few +pennies. +so whaen we go above last years stx in may!! + +beleive it or not pero been worse chop fest than gas-all i know is going to +steamboat co skiing next wed-sunday with mans refined prod groups next week so +taking postion down to the stuff i really like, dont have to worry too much +about. + + + + + +John.Arnold@enron.com on 03/02/2001 11:44:50 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: silverman + + + + + +i think this is the biggest chopfest in nat gas history. scale up seller, +scale down buyer. +reviewing my aga model and assumptions later today. i'll see if i have any +new inspirations. + + + + +slafontaine@globalp.com on 03/02/2001 10:25:45 AM + +To: John.Arnold@enron.com +cc: +Subject: Re: silverman + + + +he will be if we cut him off for a week i bet he gets some inspiration. +have a +good weekdn. any view here? i think short term range stuff-med-longer term +you +know what i think. + sprds/front to backs range-bear em at -2 bull em at -5 till they go +prompt. + + + + + +John.Arnold@enron.com on 03/02/2001 11:22:30 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: silverman + + + + + +ok. +i would not describe him as the hardest working man in the energy business. + + + + +slafontaine@globalp.com on 03/02/2001 08:54:44 AM + +To: jarnold@enron.com +cc: +Subject: silverman + + + +i say we make a pact, next time silver man calls in sick on a friday after +a +typical nite out you and i cut him off for the entire next week. deal? + + + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/871.","Message-ID: <213044.1075857610461.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:45:00 -0800 (PST) +From: john.arnold@enron.com +To: chris.gaskill@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Chris Gaskill +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +are you free at 3:00 today to go over the aga model?" +"arnold-j/all_documents/872.","Message-ID: <23867545.1075857610483.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:44:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: silverman +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think this is the biggest chopfest in nat gas history. scale up seller, +scale down buyer. +reviewing my aga model and assumptions later today. i'll see if i have any +new inspirations. + + + + +slafontaine@globalp.com on 03/02/2001 10:25:45 AM +To: John.Arnold@enron.com +cc: +Subject: Re: silverman + + + +he will be if we cut him off for a week i bet he gets some inspiration. have a +good weekdn. any view here? i think short term range stuff-med-longer term you +know what i think. + sprds/front to backs range-bear em at -2 bull em at -5 till they go prompt. + + + + + +John.Arnold@enron.com on 03/02/2001 11:22:30 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: silverman + + + + + +ok. +i would not describe him as the hardest working man in the energy business. + + + + +slafontaine@globalp.com on 03/02/2001 08:54:44 AM + +To: jarnold@enron.com +cc: +Subject: silverman + + + +i say we make a pact, next time silver man calls in sick on a friday after +a +typical nite out you and i cut him off for the entire next week. deal? + + + + + + + + + + + +" +"arnold-j/all_documents/873.","Message-ID: <32157277.1075857610504.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:22:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: silverman +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ok. +i would not describe him as the hardest working man in the energy business. + + + + +slafontaine@globalp.com on 03/02/2001 08:54:44 AM +To: jarnold@enron.com +cc: +Subject: silverman + + + +i say we make a pact, next time silver man calls in sick on a friday after a +typical nite out you and i cut him off for the entire next week. deal? + + + +" +"arnold-j/all_documents/874.","Message-ID: <6123293.1075857610526.JavaMail.evans@thyme> +Date: Fri, 2 Mar 2001 02:21:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: thanks/ follow up +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +maybe cal 2. + + + + +Caroline Abramo@ENRON +03/02/2001 08:00 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: thanks/ follow up + +Thanks for talking to Catequil... + +any chance we get 02 and 03 on-line soon? + +" +"arnold-j/all_documents/875.","Message-ID: <2753321.1075857610547.JavaMail.evans@thyme> +Date: Wed, 28 Feb 2001 03:15:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +freak show. cash started -7 then to -15 then -7 ended -15." +"arnold-j/all_documents/876.","Message-ID: <3519571.1075857610569.JavaMail.evans@thyme> +Date: Wed, 28 Feb 2001 02:50:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: cash mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +freak show. started at -7. went to -15 then -7 then finishing out -15 + + + + +slafontaine@globalp.com on 02/28/2001 08:32:27 AM +To: John.Arnold@enron.com +cc: +Subject: Re: cash mkts + + + +john wud you mind terrbly telling me how hen hub and east etc cash mkts are +this +am as a delta to the screen? im working from home and my connection too slow +to +get eol??? appreciate it alot-i bot some apr/jul (bulls sprd) for a short +term +play. + + + +" +"arnold-j/all_documents/877.","Message-ID: <30535609.1075857610592.JavaMail.evans@thyme> +Date: Wed, 28 Feb 2001 00:23:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +industrial demand the scary thing. no question there are some steel mills +and auto factories and plastics plants that were on last november that arent +coming up now and its not due to gas prices. the economy sucks and it will +affect ind demand. + + + + +slafontaine@globalp.com on 02/28/2001 08:03:43 AM +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +at least a myn dollars-need to talk to pira on that. excellant point. need to +do +some margin analyses . having said all that look at corporate earnings from +last +year to this year regardless of natgas costs as a feed industrials will be +running slower and consumers just now feeling the pinch as rate increases have +only just recently gotten approved and passed to the likes of us and people +less +fortunate than us. + + + + + +John.Arnold@enron.com on 02/27/2001 11:05:40 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: mkts + + + + + +but that's my point. the demand destruction roared its ugly head beginning +of Jan. The price level was $9. Of course there is a lag. Let's make up +a lag time...say one month. On Dec 1 cash was trading $6.70. Probably a +similar lag on the way down. Cash is $5.20 today. How much lost demand +will there be in a month if we're still $5.2? million dollar question if +you can answer that. + + + + +slafontaine@globalp.com on 02/27/2001 08:12:32 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day +swing y +on y too much, to buy this level you need to take the view that industrial +america and residential and end users will be able to get back on their +feet and +recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes +as +current. very little if any dist fuel switching. i think the answer is +no-not +unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q. + remember the demand destruction and industrial shit really just started +only 6 +weeks ago-me thinks it will take longer than that to get back into full +swing. +we all trade the y on y gap...all things remaining equal(ie term px for the +summer), starting april we'll have a surplus the other way by july barring +a +greenhouse in the ohio valley + good to hear your view pt as always-even if it is wrong!!! ha + + + + + + +John.Arnold@enron.com on 02/27/2001 08:23:22 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: mkts + + + + + +Good to hear from you. +After a great F, had an okay G. Held a lot of term length on the +risk/reward play. Figured if we got no weather, all the customer and +generator buying would be my stop. It was. Amazing that for the drop in +price in H, the strips have really gone nowhere. just a big chop fest. +i here your arguments, but think they are way exagerated. Agree with 1.5-2 +bcf/d more supply. Call it 2 with LNG. Imports from Canada should be +negligible. Now let's assume price for the summer is $4. No switching, +full liquids extraction, methanol and fertilizer running. Electric +generation demand, considering problems in west and very low hydro, around +1.5 bcf/d greater this year with normal weather. Means you have to price 2 +bcf/d out of market. Don't think $4 does that. What level did we start +really losing demand last year? It was higher than 4. concerned about +recession in industrial sector thats occuring right now. +Think gas is fairly valued here. Dont think we're going to 7. But I think +fear of market considering what happened this past year will keep forward +curve very well supported through spring. we're already into storage +economics so the front goes where the forward curve wants to go. + + + + +slafontaine@globalp.com on 02/26/2001 04:48:06 PM + +To: jarnold@enron.com +cc: +Subject: mkts + + + +its been a while-hope all is well. not a great few weeks for me in ngas-not +awful just nothing really working for me and as you know got in front of +march/apr a cupla times, no disasters. + well im bearish-i hate to be so after a 4 buck drop but as i said a +month ago +to you-and now pira coming around. 5.00 gas is a disaster for the natgas +demand. +now production up strongly y on y...you guys agree on the production side? + i know youve been bullish the summer-think im stll in the minority-but +here +you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day +y on +y swing . then i submit as we started to see due huge rate increases R/C +demandd +energy conservation will be even more dramatic this summer which will +effect +utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan +for +this factor i say it cud be bigger this summer as ute loads increase, power +pxes +rise and consumers become poorer. there will be more demand flexibilty in +the +summer part in the midcon and north as AC is more of a luxury item than +heat. i +say 5-6% lower use in residentail/utilty power consumption due rationing is +another .7/1bcf/d loss. + put all this together we wud build an addional 1284 apr thru oct on top +of +last years 1715 build basis last year temps and todays prices. takes us to +3.6 +tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to +restore demand??? thots. + +as far as that other thing, the p&c its still alive, shud know more soon +and ill +keep you posted. + + + + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/878.","Message-ID: <30502158.1075857610615.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 23:20:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +94 + + + + +michael.byrne@americas.bnpparibas.com on 02/28/2001 07:13:22 AM +To: michael.byrne@americas.bnpparibas.com +cc: +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey + + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY. + +Last Year -74 +Last Week -81 + +Thanks, +Michael Byrne +BNP PARIBAS Commodity Futures + + + + +______________________________________________________________________________ +_______________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis +a l'intention exclusive de ses destinataires et sont confidentiels. Si vous +recevez ce message par erreur, merci de le detruire et d'en avertir +immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute +diffusion ou toute publication, totale ou partielle, est interdite, sauf +autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS +(et ses filiales) decline(nt) toute responsabilite au titre de ce message, +dans l'hypothese ou il aurait ete modifie. + +------------------------------------------------------------------------------ +---- +This message and any attachments (the ""message"") are intended solely for the +addressees and are confidential. If you receive this message in error, please +delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, +either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS +(and its subsidiaries) shall (will) not therefore be liable for the message +if modified. +______________________________________________________________________________ +_______________________________________________________ + +" +"arnold-j/all_documents/879.","Message-ID: <5163163.1075857610636.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 22:54:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Invoice for advisory work +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you get this paid on a rush basis? +thanks,john +---------------------- Forwarded by John Arnold/HOU/ECT on 02/28/2001 06:53 +AM --------------------------- + + +""Mark Sagel"" on 02/02/2001 10:39:38 AM +To: ""John Arnold"" +cc: +Subject: Invoice for advisory work + + + +Attached is an invoice that covers the three-month trial period.? Hope all +is well. +? +Mark Sagel + - invoice enron 9938.doc +" +"arnold-j/all_documents/88.","Message-ID: <19221399.1075849626124.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 09:04:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: HP -- confidential internal document +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +Thank-you for stepping in on this and guiding the process! +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +05:03 PM --------------------------- +From: Patrick Tucker@ENRON COMMUNICATIONS on 12/12/2000 02:52 PM PST +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: + +Subject: Re: HP -- confidential internal document + +Sarah-Joy, thanks for your excellent recap of progress to date. I really +appreciate the organization and order you have brought to this process. It's +great to work with you again after all of this time! + +Patrick + +" +"arnold-j/all_documents/880.","Message-ID: <5528095.1075857610661.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 14:05:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +but that's my point. the demand destruction roared its ugly head beginning +of Jan. The price level was $9. Of course there is a lag. Let's make up a +lag time...say one month. On Dec 1 cash was trading $6.70. Probably a +similar lag on the way down. Cash is $5.20 today. How much lost demand will +there be in a month if we're still $5.2? million dollar question if you can +answer that. + + + + +slafontaine@globalp.com on 02/27/2001 08:12:32 PM +To: John.Arnold@enron.com +cc: +Subject: Re: mkts + + + +off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day swing +y +on y too much, to buy this level you need to take the view that industrial +america and residential and end users will be able to get back on their feet +and +recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes as +current. very little if any dist fuel switching. i think the answer is no-not +unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q. + remember the demand destruction and industrial shit really just started only +6 +weeks ago-me thinks it will take longer than that to get back into full swing. +we all trade the y on y gap...all things remaining equal(ie term px for the +summer), starting april we'll have a surplus the other way by july barring a +greenhouse in the ohio valley + good to hear your view pt as always-even if it is wrong!!! ha + + + + + + +John.Arnold@enron.com on 02/27/2001 08:23:22 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: mkts + + + + + +Good to hear from you. +After a great F, had an okay G. Held a lot of term length on the +risk/reward play. Figured if we got no weather, all the customer and +generator buying would be my stop. It was. Amazing that for the drop in +price in H, the strips have really gone nowhere. just a big chop fest. +i here your arguments, but think they are way exagerated. Agree with 1.5-2 +bcf/d more supply. Call it 2 with LNG. Imports from Canada should be +negligible. Now let's assume price for the summer is $4. No switching, +full liquids extraction, methanol and fertilizer running. Electric +generation demand, considering problems in west and very low hydro, around +1.5 bcf/d greater this year with normal weather. Means you have to price 2 +bcf/d out of market. Don't think $4 does that. What level did we start +really losing demand last year? It was higher than 4. concerned about +recession in industrial sector thats occuring right now. +Think gas is fairly valued here. Dont think we're going to 7. But I think +fear of market considering what happened this past year will keep forward +curve very well supported through spring. we're already into storage +economics so the front goes where the forward curve wants to go. + + + + +slafontaine@globalp.com on 02/26/2001 04:48:06 PM + +To: jarnold@enron.com +cc: +Subject: mkts + + + +its been a while-hope all is well. not a great few weeks for me in ngas-not +awful just nothing really working for me and as you know got in front of +march/apr a cupla times, no disasters. + well im bearish-i hate to be so after a 4 buck drop but as i said a +month ago +to you-and now pira coming around. 5.00 gas is a disaster for the natgas +demand. +now production up strongly y on y...you guys agree on the production side? + i know youve been bullish the summer-think im stll in the minority-but +here +you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day +y on +y swing . then i submit as we started to see due huge rate increases R/C +demandd +energy conservation will be even more dramatic this summer which will +effect +utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan +for +this factor i say it cud be bigger this summer as ute loads increase, power +pxes +rise and consumers become poorer. there will be more demand flexibilty in +the +summer part in the midcon and north as AC is more of a luxury item than +heat. i +say 5-6% lower use in residentail/utilty power consumption due rationing is +another .7/1bcf/d loss. + put all this together we wud build an addional 1284 apr thru oct on top +of +last years 1715 build basis last year temps and todays prices. takes us to +3.6 +tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to +restore demand??? thots. + +as far as that other thing, the p&c its still alive, shud know more soon +and ill +keep you posted. + + + + + + + + + + + + +" +"arnold-j/all_documents/881.","Message-ID: <32033598.1075857610682.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 11:25:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Forgot, I'm leaving town tomorrow afternoon. Will be back Thursday morn. +We'll do it some other time." +"arnold-j/all_documents/882.","Message-ID: <7826436.1075857610705.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 11:23:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: mkts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Good to hear from you. +After a great F, had an okay G. Held a lot of term length on the risk/reward +play. Figured if we got no weather, all the customer and generator buying +would be my stop. It was. Amazing that for the drop in price in H, the +strips have really gone nowhere. just a big chop fest. +i here your arguments, but think they are way exagerated. Agree with 1.5-2 +bcf/d more supply. Call it 2 with LNG. Imports from Canada should be +negligible. Now let's assume price for the summer is $4. No switching, full +liquids extraction, methanol and fertilizer running. Electric generation +demand, considering problems in west and very low hydro, around 1.5 bcf/d +greater this year with normal weather. Means you have to price 2 bcf/d out +of market. Don't think $4 does that. What level did we start really losing +demand last year? It was higher than 4. concerned about recession in +industrial sector thats occuring right now. +Think gas is fairly valued here. Dont think we're going to 7. But I think +fear of market considering what happened this past year will keep forward +curve very well supported through spring. we're already into storage +economics so the front goes where the forward curve wants to go. + + + + +slafontaine@globalp.com on 02/26/2001 04:48:06 PM +To: jarnold@enron.com +cc: +Subject: mkts + + + +its been a while-hope all is well. not a great few weeks for me in ngas-not +awful just nothing really working for me and as you know got in front of +march/apr a cupla times, no disasters. + well im bearish-i hate to be so after a 4 buck drop but as i said a month +ago +to you-and now pira coming around. 5.00 gas is a disaster for the natgas +demand. +now production up strongly y on y...you guys agree on the production side? + i know youve been bullish the summer-think im stll in the minority-but here +you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day y +on +y swing . then i submit as we started to see due huge rate increases R/C +demandd +energy conservation will be even more dramatic this summer which will effect +utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan for +this factor i say it cud be bigger this summer as ute loads increase, power +pxes +rise and consumers become poorer. there will be more demand flexibilty in the +summer part in the midcon and north as AC is more of a luxury item than heat. +i +say 5-6% lower use in residentail/utilty power consumption due rationing is +another .7/1bcf/d loss. + put all this together we wud build an addional 1284 apr thru oct on top of +last years 1715 build basis last year temps and todays prices. takes us to +3.6 +tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to +restore demand??? thots. + +as far as that other thing, the p&c its still alive, shud know more soon and +ill +keep you posted. + + + + +" +"arnold-j/all_documents/883.","Message-ID: <5548553.1075857610727.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 10:58:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: Re: Suspend switch +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Would prefer a stand alone button as sometimes the problem is I can't operate +stack manager. I need the ability to force everybody out of the website so +people don't try to click numbers that are old. + +On a similar topic, what's the status of the out of credit message? Still a +very frustrating problem for both counterparties and me. + +Do I need to follow up with Bradford about lowering sigma? + +Grab me Thursday afternoon to talk. + + +From: Andy Zipper/ENRON@enronXgate on 02/27/2001 06:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Suspend switch + +I asked them to permission on your stack manager this function. You might +want to have it as a stand alone icon on your desktop in case you can't +operate stack manager. + +When you have a second I'd like to talk about the broker EOL product and ED F +Man. + +Congrats on a big day. Total EOL gas volume was 425BcF (!!). + +" +"arnold-j/all_documents/884.","Message-ID: <6768513.1075857610749.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 10:53:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com, dutch.quigley@enron.com +Subject: EnronOnline Spreads Information Session +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi, Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/27/2001 06:51 +PM --------------------------- + + Enron North America Corp. + + From: Savita Puthigai @ ENRON 02/27/2001 04:43 PM + + +To: John Nowlan@enron.com, Hunter.Shivley@enron.com, phillip.allen@enron.com, +thomas.martin@enron.com, John Arnold/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT, +Scott.Neal@enron.com +cc: +Subject: EnronOnline Spreads Information Session + +We have scheduled an information session regarding the new spreads +functionality . + +Date Time Location +2/28/01 4.00 - 5.00 p.m. 27C2 + +I would appreciate it if you could forward this message to all the traders on +your desk. + +Thanks + +Savita +" +"arnold-j/all_documents/885.","Message-ID: <8880129.1075857610771.JavaMail.evans@thyme> +Date: Tue, 27 Feb 2001 07:26:00 -0800 (PST) +From: john.arnold@enron.com +To: jeanie.slone@enron.com +Subject: Re: john griffith +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeanie Slone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +true + + + + +Jeanie Slone +02/27/2001 10:06 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: john griffith + +true or false-John Griffith should be moved into your cost center with the +same salary, same title effective Feb. 01. + +" +"arnold-j/all_documents/886.","Message-ID: <31772482.1075857610793.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:38:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.white@oceanenergy.com +Subject: Re: when are you free for scuba next week? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""White, J. (Jennifer)"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'm free all week right now. prefer early in the week + + + + +""White, J. (Jennifer)"" on 02/26/2001 +02:57:45 PM +To: ""'john.arnold@enron.com'"" +cc: +Subject: when are you free for scuba next week? + + +I just talked to Henry about another pool session. What evenings are you +available next week so that we can coordinate with Jeff (instructor)? + + + + +The information contained in this communication is confidential and +proprietary information intended only for the individual or entity to whom +it is addressed. Any unauthorized use, distribution, copying, or disclosure +of this communication is strictly prohibited. If you have received this +communication in error, please contact the sender immediately. If you +believe this communication is inappropriate or offensive, please contact +Ocean Energy`s Human Resources Department. + + + +" +"arnold-j/all_documents/887.","Message-ID: <14881202.1075857610814.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:33:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Drift Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/26/2001 08:31 +PM --------------------------- + + +Shirley Tijerina@ENRON +02/26/2001 09:53 AM +To: Wes Colwell/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, John +Arnold/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Harry Arora/HOU/ECT, Joseph +Deffner/HOU/ECT +cc: Anita DuPont/NA/Enron@ENRON, Ina Rangel/HOU/ECT@ECT, Judy +Zoch/NA/Enron@ENRON, Barbara Lewis/HOU/ECT, Megan Angelos/NA/Enron +Subject: Drift Meeting + +The above mentioned meeting has been scheduled as requested on Wednesday, +2/28 from 3:30 - 4:30pm in EB3321. + +If you have any questions, please call me at X58113. + +Thanks. +" +"arnold-j/all_documents/888.","Message-ID: <27188837.1075857610836.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:33:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: FW: ""Chinese Wall"" Classroom Training +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/26/2001 08:30= +=20 +PM --------------------------- +From: Mark Frevert/ENRON@enronXgate on 02/23/2001 01:12 PM +To: Jeffery Ader/HOU/ECT@ECT, Berney C Aucoin/HOU/ECT@ECT, Edward D=20 +Baughman/HOU/ECT@ECT, Dana Davis/ENRON@enronXgate, Doug=20 +Gilbert-Smith/Corp/Enron@ENRON, Rogers Herndon/HOU/ECT@ect, Ben=20 +Jacoby/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT,=20 +Fletcher J Sturm/HOU/ECT@ECT, Bruce Sukaly/Corp/Enron@Enron, Lloyd=20 +Will/HOU/ECT@ECT, Mark Tawney/ENRON@enronXgate, George McClellan/HOU/ECT@EC= +T,=20 +Fred Lagrasta/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT,= +=20 +Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Thomas A=20 +Martin/HOU/ECT@ECT +cc: =20 +Subject: FW: ""Chinese Wall"" Classroom Training + + +Chinese Wall training of one hour has been scheduled on the dates listed=20 +below. The training is mandatory and allows EWS to continue operating all= +=20 +its businesses including equity trading without violating the securities la= +ws. + +Please register for one of the four one-hour sessions listed below. Each= +=20 +session is tailored to a particular commercial group, and it would be=20 +preferable if you could attend the session for your group. (Your particula= +r=20 +group is the one highlighted in bold on the list below.) =20 + + Monday, March 5, 2001, 10:00 a.m. =01) Resource Group + Monday, March 5, 2001, 11:00 a.m. =01) Origination/Business Development + Monday, March 5, 2001, 3:30 p.m. =01) Financial Trading Group + Monday, March 5, 2001, 4:30 p.m. =01) Heads of Trading Desks + +Each of the above sessions will be held at the downtown Hyatt Regency Hotel= +=20 +in Sandalwood Rooms A & B. Alternatively, two make-up sessions are schedul= +ed=20 +for Tuesday, March 13, 2001 at 3:30 p.m. and 4:30 p.m. Location informatio= +n=20 +for the make-up sessions will be announced later. + +Please confirm your attendance at one of these sessions with Brenda Whitehe= +ad=20 +by e-mailing her at brenda.whitehead@enron.com or calling her at extension= +=20 +3-5438. + +Mark Frevert and Mark Haedicke + +=20 + + +" +"arnold-j/all_documents/889.","Message-ID: <18544714.1075857610884.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 12:30:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Buying back calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gapinski, Michael"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +How about drinks at 5:30 on Thursday. I try not to interrupt work with +personal business. + + + + +""Gapinski, Michael"" on 02/25/2001 03:13:29 +PM +To: ""'John.Arnold@enron.com'"" +cc: +Subject: RE: Buying back calls + + +John - + +I completely understand your point of view. PaineWebber knows affluent +investors such as yourself want access to alternative investments such as +private equity and hedge funds. Our group has also found that high net +worth individuals prefer a consultative relationship where we help you +structure a complete asset allocation based on your objectives. We then +provide you with access to, and help you select, third-party institutional +money managers to make the day-to-day investment decisions. We also provide +the ongoing performance monitoring of those managers, including correlations +to the appropriate indices. + +I believe you will find our approach to be appreciably different from your +previous contacts with financial advisors, where you have felt the advisor +was 'pushing' a house fund or stock du jour. If your schedule permits, I +would like to meet with you on Thursday afternoon to discuss this in more +detail. How does 4 PM sound? + +- Mike + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Saturday, February 24, 2001 10:41 AM +To: michael.gapinski@painewebber.com +Subject: RE: Buying back calls + + + +Michael: +Thanks for putting the paperwork together. + +I would have interest in meeting if you can present unique investment +opportunities that I don't have access to now. Most of my contact with +financial advisors in the past has consisted of them suggesting a mutual +fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass +off their banks' biased research reports as something valuable. The above +services provide no value to me personally. If you can present +opportunities such as access to private equity or hedge funds, or other +ideas with strong growth potential and low correlation to the S@P, I'd +listen. + +John + + + + + +""Michael Gapinski"" on 02/21/2001 +08:23:04 AM + +To: ""'John.Arnold@enron.com'"" +cc: ""'Rafael Herrera'"" +Subject: RE: Buying back calls + + +John - + +We'll get the paperwork together and sent to you for naked options. At +some point, I'd like to talk about the diversification strategy in more +detail -- perhaps over dinner or a quick meeting after the markets close? + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + +-----Original Message----- +From: John.Arnold@enron.com [SMTP:John.Arnold@enron.com] +Sent: Tuesday, February 20, 2001 10:14 PM +To: michael.gapinski@painewebber.com +Subject: Re: Buying back calls + + +Michael: +Appreciate the idea. However, with my natural long, I'm not looking to +really trade around the position. I believe ENE will continue to be range +bound, but in case it is not, I don't want to forgo 50% of my option +premium. +I have price targets of where I would like to lighten up exposure to ENE +and will use calls to implement the stategy. To that regards, I noticed I +was not approved to sell naked calls. I would like that ability in order +to hedge some exposure I have of unexercised vested options. Please look +into that for me. +John. + + + + +""Michael Gapinski"" on 02/20/2001 +06:28:27 PM + +To: ""'Arnold, John'"" +cc: +Subject: Buying back calls + + +John - + +I was looking at the recent pullback in ENE and thinking it might be an +opportunity to buy back the calls you sold. Of course, you would then be +in a position to sell calls again if the stock makes a bounce. I'm not +sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're +interested. + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + + + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/all_documents/89.","Message-ID: <25543369.1075849626148.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 10:07:00 -0800 (PST) +From: colleen.koenig@enron.com +To: michael.horning@enron.com +Subject: Universal (JPI) sponsorship +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Colleen Koenig +X-To: Michael Horning +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mike, +In reference to our conversation today, attached is further information on +the Universal sponsorship and Enron-Universal business opportunities. + +Jurassic Park Institute- A dinosaur-based educational/entertainment resource +targeting children/families. +Sponsorship's Four Components: +JPI Virtual Institute - Global online program (March, 2001) +JPI In-school Program - Grade-specific curriculum (August, 2002) +JPI Museum Tour - Cross-country tour (TBD) +JPI Headquarters - To be located in Universal Hollywood and Japan (2002) + +Sponsorship donations begin at $250K and this could be divided among multiple +business units. + +Enron Opportunities with Universal: +EBS - Content for Blockbuster +EMS +Enron Weather +Enron Credit +Enron Plastics & Petrochemicals + +Colleen Koenig +Analyst, Enron Corp +Global Strategic Sourcing, Business Development +713.345.5326 + + + +" +"arnold-j/all_documents/890.","Message-ID: <27459946.1075857610906.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 04:12:00 -0800 (PST) +From: john.arnold@enron.com +To: sean.cooper@elpaso.com +Subject: Re: New email address +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Cooper, Sean"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Who cares?????? + + + + +""Cooper, Sean"" on 02/26/2001 08:51:13 AM +To: ""Cooper, Sean"" +cc: +Subject: New email address + + +Please note that effective immediately my email address has changed to + Sean.Cooper@ElPaso.com + + +" +"arnold-j/all_documents/891.","Message-ID: <11659898.1075857610928.JavaMail.evans@thyme> +Date: Mon, 26 Feb 2001 00:51:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +He just rescheduled to Wednesday. How about dinner on Wednesday after that ? + + +From: John J Lavorato/ENRON@enronXgate on 02/26/2001 07:31 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Your buddy Beau invited me. How about prior to that or after that on Tuesday. + + -----Original Message----- +From: Arnold, John +Sent: Sunday, February 25, 2001 7:10 PM +To: Lavorato, John +Subject: RE: + +not really... + +already have plans on thursday . + +are you going to the NYMEX candidate cocktail hour Tuesday? + + +From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +oh god is there an agenda. + +Would dinner Thursday work instead. + + + +-----Original Message----- +From: Arnold, John +Sent: Sun 2/25/2001 6:42 PM +To: Lavorato, John +Cc: +Subject: + + + + + + + + +" +"arnold-j/all_documents/892.","Message-ID: <10031038.1075857610949.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 11:10:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +not really... + +already have plans on thursday . + +are you going to the NYMEX candidate cocktail hour Tuesday? + + +From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM +To: John Arnold/HOU/ECT@ECT +cc: =20 +Subject: RE: + +oh god is there an agenda. +=01; +Would dinner Thursday work instead. +=01; +=01; + +-----Original Message-----=20 +From: Arnold, John=20 +Sent: Sun 2/25/2001 6:42 PM=20 +To: Lavorato, John=20 +Cc:=20 +Subject:=20 + + +=01; + + +" +"arnold-j/all_documents/893.","Message-ID: <14191739.1075857610976.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 10:42:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Just a reminder about drinks Monday night.." +"arnold-j/all_documents/894.","Message-ID: <15671372.1075857610999.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 10:30:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/25/2001 06:28 +PM --------------------------- + + +""Mark Sagel"" on 02/25/2001 06:26:01 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +Latest natural update + - ng022601.doc +" +"arnold-j/all_documents/895.","Message-ID: <20020174.1075857611021.JavaMail.evans@thyme> +Date: Sun, 25 Feb 2001 08:58:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: WINE SPECTATOR +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yes i did + + + + +Karen Arnold on 02/24/2001 02:55:05 PM +To: john.arnold@enron.com +cc: +Subject: WINE SPECTATOR + + + Did you ever receive the wine spectator magazine? I had some +correspondence from them and I will toss if you are receiving it. If not, +I need to contact them. + +" +"arnold-j/all_documents/896.","Message-ID: <28780162.1075857611043.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 05:03:00 -0800 (PST) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: FW: 2001 Natural Gas Production and Price Outlook Conference + Call +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Appreciate the opportunity to listen in. I was unable to view the slide show +though. Can you either email or mail it to me. +Thanks, +John + + + + +""Piasio, Stephen [FI]"" on 02/23/2001 08:09:13 AM +To: +cc: +Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call + + + + +> <<...OLE_Obj...>> +> +> 2001 Natural Gas Production and Price Outlook Conference Call +> +> +> <<...OLE_Obj...>> Salomon Smith Barney <<2001 Natural Gas Conference +> Call.doc>> +> Energy Research Group +> Analyst Access Conference Call +> +> 2001 Natural Gas Production and Price Outlook +> Hosted by: +> Bob Morris and Michael Schmitz +> Oil and Gas Exploration & Production Analysts +> +> Date & Time: +> FRIDAY (February 23rd) +> 11:00 a.m. EST +> +> Dial-in #: +> US: 800-229-0281 International: 706-645-9237 +> +> Replay #: (Reservation: x 819361) +> US: 800-642-1687 International: 706-645-9291 +> +> Accessing Presentation: +> * Go to https://intercallssl.contigo.com +> * Click on Conference Participant +> * Enter Event Number: x716835 +> * Enter the participant's Name, Company Name & E-mail address +> * Click Continue to view the first slide of the presentation +> +> Key Points: +> 1. Natural gas storage levels appear to be on track to exit March at +> roughly 700-800 Bcf, compared with just over 1,000 Bcf last year at the +> end of the traditional withdrawal season. +> 2. Meanwhile, domestic natural gas production should rise 3.0-5.0% this +> year, largely dependent upon the extent of the drop in rig efficiency, or +> production added per rig. +> 3. Nonetheless, under most scenarios, incorporating numerous other +> variables such as the pace of economic expansion, fuel switching and +> industrial plant closures, it appears that storage levels at the beginning +> of winter will be near or below last year's 2,800 Bcf level. +> 4. Thus, it appears likely that the ""heat"" will remain on natural gas +> prices throughout 2001. +> 5. Consequently, we believe that many E&P shares will post solid gains +> again this year, spurred largely by mounting confidence in the +> sustainability of strong natural gas prices. +> +> + + - 2001 Natural Gas Conference Call.doc + +" +"arnold-j/all_documents/897.","Message-ID: <21060122.1075857611066.JavaMail.evans@thyme> +Date: Sat, 24 Feb 2001 02:40:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: RE: Buying back calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Michael Gapinski"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Michael: +Thanks for putting the paperwork together. + +I would have interest in meeting if you can present unique investment +opportunities that I don't have access to now. Most of my contact with +financial advisors in the past has consisted of them suggesting a mutual +fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass +off their banks' biased research reports as something valuable. The above +services provide no value to me personally. If you can present opportunities +such as access to private equity or hedge funds, or other ideas with strong +growth potential and low correlation to the S@P, I'd listen. + +John + + + + + +""Michael Gapinski"" on 02/21/2001 08:23:04 +AM +To: ""'John.Arnold@enron.com'"" +cc: ""'Rafael Herrera'"" +Subject: RE: Buying back calls + + +John - + +We'll get the paperwork together and sent to you for naked options. At some +point, I'd like to talk about the diversification strategy in more detail -- +perhaps over dinner or a quick meeting after the markets close? + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + +-----Original Message----- +From: John.Arnold@enron.com [SMTP:John.Arnold@enron.com] +Sent: Tuesday, February 20, 2001 10:14 PM +To: michael.gapinski@painewebber.com +Subject: Re: Buying back calls + + +Michael: +Appreciate the idea. However, with my natural long, I'm not looking to +really trade around the position. I believe ENE will continue to be range +bound, but in case it is not, I don't want to forgo 50% of my option +premium. +I have price targets of where I would like to lighten up exposure to ENE +and will use calls to implement the stategy. To that regards, I noticed I +was not approved to sell naked calls. I would like that ability in order +to hedge some exposure I have of unexercised vested options. Please look +into that for me. +John. + + + + +""Michael Gapinski"" on 02/20/2001 +06:28:27 PM + +To: ""'Arnold, John'"" +cc: +Subject: Buying back calls + + +John - + +I was looking at the recent pullback in ENE and thinking it might be an +opportunity to buy back the calls you sold. Of course, you would then be +in a position to sell calls again if the stock makes a bounce. I'm not +sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're +interested. + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + + + + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/all_documents/898.","Message-ID: <25334488.1075857611087.JavaMail.evans@thyme> +Date: Fri, 23 Feb 2001 02:22:00 -0800 (PST) +From: john.arnold@enron.com +To: kimberly.hillis@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kimberly Hillis +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Kim: +2 tix for Rent this Sat night will be waiting for you at will call at the +theatre. Bring ID. +If you have any problems call the ticket agency at 212 302 1643 or me at 713 +557 3330. +Have fun, +John" +"arnold-j/all_documents/899.","Message-ID: <24553416.1075857611109.JavaMail.evans@thyme> +Date: Thu, 22 Feb 2001 23:28:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Smith Barney +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll call + + + + +Karen Arnold on 02/22/2001 07:57:57 PM +To: john.arnold@enron.com +cc: +Subject: Smith Barney + + +You must be on the net because you don't answer the phone. Andy Rowe never +invested that $8000 into the commodity account. Do you talk with him on a +regular basis? Should I call? Please advise.. + +" +"arnold-j/all_documents/9.","Message-ID: <18180836.1075849624184.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 06:46:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: colleen.koenig@enron.com +Subject: Update of EES List +Cc: jennifer.stewart@enron.com, jeff.youngflesh@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.stewart@enron.com, jeff.youngflesh@enron.com +X-From: Sarah-Joy Hunter +X-To: Colleen Koenig +X-cc: Jennifer Stewart, Jeff Youngflesh +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +FYI: + + + +" +"arnold-j/all_documents/90.","Message-ID: <12014681.1075849626171.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 11:33:00 -0800 (PST) +From: eric.letke@enron.com +To: jennifer.medcalf@enron.com, william.bradford@enron.com +Subject: Urgent - Sony +Cc: james.wood@enron.com, john.woodman@enron.com, greg.sharp@enron.com, + robert.greer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: james.wood@enron.com, john.woodman@enron.com, greg.sharp@enron.com, + robert.greer@enron.com +X-From: Eric Letke +X-To: Jennifer Medcalf, William S Bradford +X-cc: James M Wood, John Woodman, Greg Sharp, Robert Greer +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Bill, were you able to talk with Sony's Treasurer today? As you know, we +have a Friday deadline that is fast approaching. We have a call with the San +Diego team tomorrow and I would like to have an update ready for them. +Please page me at 888-766-4103 to give me an update. + +Not sure if you were aware of 2 items that Jennifer passed on to me: 1.) We +as EES have recently signed a confidentiality agreement with Sony. 2.) +Sony's web site has alot of financial numbers (I don't know if they are +broken-out). + +Also, we are preparing for alternative S-T solutions. How many months are +you willing to allow at this point (we are coming off a 4 month deal) and if +we do a PX plus basis deal (reduced market exposure) does that change our +position at all?" +"arnold-j/all_documents/901.","Message-ID: <32451775.1075857611153.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 23:06:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Monday it is + + +From: John J Lavorato/ENRON@enronXgate on 02/21/2001 06:27 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +Yes + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, February 21, 2001 5:41 PM +To: Lavorato, John +Subject: + +Are you free for drinks either Monday or Wednesday? + +" +"arnold-j/all_documents/902.","Message-ID: <23254404.1075857611175.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 09:40:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Are you free for drinks either Monday or Wednesday?" +"arnold-j/all_documents/903.","Message-ID: <28313937.1075857611196.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 04:26:00 -0800 (PST) +From: john.arnold@enron.com +To: ksmalek@aep.com +Subject: Re: question +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ksmalek@aep.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +that's not nice + + + + +ksmalek@aep.com on 02/21/2001 11:13:20 AM +To: John.Arnold@enron.com +cc: +Subject: question + + +does larry chaffe people at your shop as much as he does ours? + + +" +"arnold-j/all_documents/904.","Message-ID: <3390271.1075857611218.JavaMail.evans@thyme> +Date: Wed, 21 Feb 2001 00:20:00 -0800 (PST) +From: john.arnold@enron.com +To: bill.white@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Bill White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I think so in a month or so. Problem now is that there is so much customer +buying on any pullbacks and selling on rallies that the market, with such a +flat curve, is going nowhere. That will change, but it's going to take a +while. I like it eventually. + + + + +Bill White@ENRON +02/21/2001 05:39 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Don't know about the front 2 months, but gut feel is that april thru oct at +approximately 50% seems like something to own (although I hate flat vol +curves). What do you think (long, flat, or short)? + + + + + +John Arnold@ECT +14/02/2001 21:59 +To: Bill White/NA/Enron@Enron +cc: + +Subject: + + + + + + +" +"arnold-j/all_documents/905.","Message-ID: <4865752.1075857611240.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 14:26:00 -0800 (PST) +From: john.arnold@enron.com +To: andrew.fairley@enron.com +Subject: Re: Trip to Houston +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andrew Fairley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Enjoyed meeting with you. + +One more thing I did not address. My ultimate goal is to move all volume to +EOL. However, in addition to the NYMEX, we have about 6 other viable +electronic trading systems. We make it a point to never support these if +possible. We will only trade if the other system's offer is at or greater +than our bid. For instance, if we are 6/8 but have a strong inclination to +buy and another system is at 7, I will simultaneously lift their 7's and move +my market to 7/9. The lesson the counterparty gets is he will only get the +trade if I'm bidding 7 and he will only get executed when it is a bad trade +to him. People have learned fairly quickly not to leave numbers on the other +systems because they will just get picked off. If they don't post numbers on +the other systems, the systems get no liquidity and die. + +I mention this because I have heard that Enron is a fairly large trader on +Spectron's system. I don't know whether it is in regards to gas, power, or +metals. Just something to think about and maybe talk about with the other +traders. +John + + + + +Andrew Fairley +02/20/2001 11:15 AM +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott +Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, +Keith Holst/HOU/ECT@ect +cc: David Gallagher/LON/ECT@ECT +Subject: Trip to Houston + + +Thank you so much for your time last week. + +David and I found the time especially valuable. We have spotted several +issues helpful for our own market. +This should certainly help in the growth of our markets here in Europe. We +trust it won't be too long before we see similarly impressive results from +our side of the pond. + +Best regards + + +Andy + + + + + + +" +"arnold-j/all_documents/906.","Message-ID: <6555985.1075857611262.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 14:15:00 -0800 (PST) +From: john.arnold@enron.com +To: sheri.thomas@enron.com +Subject: Re: ICE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sheri Thomas +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Thank you. + + + + + +From: Sheri Thomas + 02/20/2001 05:20 PM + + + + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: ICE + +Attached below is the complete list of users on ICE by company. Let me know +if you have any questions. + +Per Andy, we are removing your access. + +Sheri + +---------------------- Forwarded by Sheri Thomas/HOU/ECT on 02/20/2001 01:07 +PM --------------------------- + + + +From: Stephanie Sever + 02/20/2001 11:30 AM + + + + + +To: Sheri Thomas/HOU/ECT@ECT +cc: +Subject: Re: ICE + +ENA + + + +ECC + + + +EPMI + + + +Here is everyone. + +Thanks, +Stephanie + + + + + + + + + +---------------------- Forwarded by Sheri Thomas/HOU/ECT on 02/20/2001 09:50 +AM --------------------------- +From: Andy Zipper/ENRON@enronXgate on 02/15/2001 03:18 PM +To: Sheri Thomas/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT +Subject: ICE + +John Arnold would like to terminate his ID on the ICE, in addition he would +like a list of who all the other ID's are. Can you please let me know. + +Thanks +Andy + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/907.","Message-ID: <27255446.1075857611284.JavaMail.evans@thyme> +Date: Tue, 20 Feb 2001 14:14:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.gapinski@painewebber.com +Subject: Re: Buying back calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Michael Gapinski"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Michael: +Appreciate the idea. However, with my natural long, I'm not looking to +really trade around the position. I believe ENE will continue to be range +bound, but in case it is not, I don't want to forgo 50% of my option premium. +I have price targets of where I would like to lighten up exposure to ENE and +will use calls to implement the stategy. To that regards, I noticed I was +not approved to sell naked calls. I would like that ability in order to +hedge some exposure I have of unexercised vested options. Please look into +that for me. +John. + + + + +""Michael Gapinski"" on 02/20/2001 06:28:27 +PM +To: ""'Arnold, John'"" +cc: +Subject: Buying back calls + + +John - + +I was looking at the recent pullback in ENE and thinking it might be an +opportunity to buy back the calls you sold. Of course, you would then be in +a position to sell calls again if the stock makes a bounce. I'm not sure +that ENE @ 75 is the place, but maybe @ 73. Call me if you're interested. + +Michael Gapinski +Account Vice President +Emery Financial Group +PaineWebber, Inc. +713-654-0365 +800-553-3119 x365 +Fax: 713-654-1281 +Cell: 281-435-0295 + + + +Notice Regarding Entry of Orders and Instructions: Please +do not transmit orders and/or instructions regarding your +PaineWebber account(s) by e-mail. Orders and/or instructions +transmitted by e-mail will not be accepted by PaineWebber and +PaineWebber will not be responsible for carrying out such orders +and/or instructions. Notice Regarding Privacy and Confidentiality: +PaineWebber reserves the right to monitor and review the content of +all e-mail communications sent and/or received by its employees. + +" +"arnold-j/all_documents/908.","Message-ID: <30744346.1075857611306.JavaMail.evans@thyme> +Date: Mon, 19 Feb 2001 09:11:00 -0800 (PST) +From: john.arnold@enron.com +To: kevin.meredith@enron.com +Subject: Re: US Spread Product +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Kevin Meredith +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Looks good except for settlement period. Industry standard and for ease to +Enron, a spread trade is treated as two separate trades. Therefore, there +will be two settlement periods for the respective legs of the transaction. +The file below states settlement period is 5 days after both legs have been +set. Please change to 2 settlement periods, 5 days after each respective leg +has been set. +John + + + + Enron North America Corp. + + From: Kevin Meredith @ ENRON 02/16/2001 10:24 AM + + +To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT, Peter F +Keavey/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT +cc: Robert B Cass/HOU/ECT@ECT, Savita Puthigai/NA/Enron@Enron +Subject: US Spread Product + +The attached spread product description has been created using a Nymex +financial gas spread as the example. Possible permutations to this product +have been listed below the description. Please review the product +description and provide any suggestions, improvements, and/or additional +permutations that have not been considered. + +Thank you. +Kevin + + + +" +"arnold-j/all_documents/909.","Message-ID: <15538750.1075857611327.JavaMail.evans@thyme> +Date: Mon, 19 Feb 2001 07:14:00 -0800 (PST) +From: john.arnold@enron.com +To: john.lavorato@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John J Lavorato +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We've started breaking out separate P&L's. It's been a very difficult +process so far for a number of reasons. The last processes will be +separating out the P&L on the executive reports and on VAR. That will happen +this week. Meanwhile, the P&L will be retroactive to the start of the year +and we are going through all the positions such that the total skew is zero +or an adjustment will be made to get it there. At the end of the year there +will be a number next to Maggi's name that he will not dispute. His +contribution to the fixed side when I'm on vacations or in meetings will +continue to be a subjective process. + + +From: John J Lavorato/ENRON@enronXgate on 02/19/2001 10:19 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +John + +I don't see Maggie's line on the P/L + +Lavo + +" +"arnold-j/all_documents/91.","Message-ID: <172410.1075849626196.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 10:50:00 -0800 (PST) +From: enron.announcements@enron.com +To: all.states@enron.com +Subject: Improved Process for Engaging Temporary Workers +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Enron Announcements +X-To: All Enron Employees United States +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +As you are aware, Enron utilizes temporary staffing services to satisfy=20 +staffing requirements throughout the company. For the past several months,= + a=20 +project team, representing Enron=01,s temporary staffing users, have resear= +ched=20 +and evaluated alternative Managed Services programs to determine which sour= +ce=20 +would best meet our current and future needs in terms of quality, performan= +ce=20 +and cost containment objectives. The Business Unit Implementation Project= +=20 +Team members are:=20 + +Laurie Koenig, Operations Management, EES +Carolyn Vigne, Administration, EE&CC +Linda Martin, Accounting & Accounts Payable, Corporate +Beverly Stephens, Administration, ENA +Norma Hasenjager, Human Resources, ET&S +Peggy McCurley, Administration, Networks +Jane Ellen Weaver, Enron Broadband Services +Paulette Obrecht, Legal, Corporate +George Weber, GSS + +In addition, Eric Merten (EBS), Kathy Cook (EE&CC), Carolyn Gilley (ENA),= +=20 +Larry Dallman (Corp/AP), and Diane Eckels (GSS) were active members of the= +=20 +Selection Project Team. + +As a result of the team=01,s efforts, we are pleased to announce the beginn= +ing=20 +of a strategic alliance with CORESTAFF=01,s Managed Services Group. This g= +roup=20 +will function as a vendor-neutral management entity overseeing all staffing= +=20 +vendors in the program scope. They will also provide a web based online=20 +technology tool that will enhance the ordering and reporting capabilities. = +=20 +The goal of our alliance with CORESTAFF is to make obtaining a temporary=20 +worker with the right skills and experience easier while protecting the bes= +t=20 +interests of the organization.=20 + +We plan to implement Phase I of this improvement effective January 2, 2001.= + =20 +This Phase I of the implementation will encompass administrative/clerical= +=20 +temporary workers at the Houston locations only. If you currently have=20 +administrative/clerical temporary workers in your department, the enhanceme= +nt=20 +will not affect their position. In an effort to preserve relationships, all= +=20 +current staffing vendors will be invited to participate in this enhanced=20 +program. CORESTAFF shares our commitment to minimize any disruptions in=20 +service during this transition.=20 +=20 +We expect to incorporate the administrative/clerical workers in Omaha,=20 +Seattle and Portland in Phase II, which is scheduled for February, 2001. T= +he=20 +scope and timing of any additional phases will be determined after these tw= +o=20 +phases have been completed. + +Realizing the impact that the temporary workforce has in business today, we= +=20 +selected CORESTAFF=01,s Managed Services Group based on their exceptional= +=20 +management team, commitment to quality service, and creative solutions to o= +ur=20 +staffing needs. The relationship promises to offer Enron a cost effective= +=20 +and simple means for obtaining temporary employees. + +In the coming weeks, Enron and CORESTAFF=01,s Managed Services Group will b= +e=20 +communicating to Enron=01,s administrative/clerical temporary staffing vend= +ors=20 +about the new process. =20 + +There are many benefits to this new Managed Services program, which are=20 +outlined on the attached page. More details on how to utilize CORESTAFF=01= +,s=20 +Managed Services program will be announced soon and meetings will be=20 +scheduled to demonstrate the reporting system and to meet the Managed=20 +Services team. + +What is Managed Services? + +CORESTAFF=01,s Managed Services program includes: + +? Vendor-neutral management model +? Equal distribution of staffing orders to all staffing partners +? Web-based application with online ordering, data capture and customized= +=20 +reporting +? Benchmarking and performance measurement for continuous improvement +? Methodologies for accurate skill-matching and fulfillment efficiencies=20 + +Key Benefits + +? More vendors working on each order from the outset =01) faster access to= +=20 +available talent pools +? Standardized mark-ups and fees to manage costs more effectively +? Online access to requisition status for users=20 +? Robust databases offering managers enhanced tracking and reporting of=20 +temporary usage and expenditures +? Standard and customized reporting capabilities -- online +? Tenured, experienced Managed Services team on-site to assist users in=20 +accessing web site, identifying usage trends, preparing specialized reports= +,=20 +etc. =20 + +Corestaff/Managed Services/Staffing + +Joseph Marsh =01) Lead / Operations (josephm@corestaff.com; 713-438-1400) +Amy Binney, Sharon B. Sellers =01) Operations +Cherri Carbonara =01) Marketing / Communications +Cynthia Duhon =01)Staffing Partner management" +"arnold-j/all_documents/910.","Message-ID: <5632105.1075857611349.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 06:51:00 -0800 (PST) +From: john.arnold@enron.com +To: sgtcase@aol.com +Subject: Enjoy Bud +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: sgtcase@aol.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/15/2001 02:51 +PM --------------------------- + + +Rory McCauley on 02/12/2001 01:47:46 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Enjoy Bud + + + - Jerky Boys - Prank Call to Chinese Restaurant.mp3 +" +"arnold-j/all_documents/911.","Message-ID: <1739258.1075857611370.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 06:40:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com, david.forster@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper, David Forster +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +We will open EOL 4-7 on Monday for everyone's trading pleasure." +"arnold-j/all_documents/912.","Message-ID: <5805512.1075857611392.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 05:39:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +both. i have it on dutch's machine just in case something ever pops up but +it rarely does + + +From: Andy Zipper/ENRON@enronXgate on 02/15/2001 01:25 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: RE: + +I will send you the list. Are you having it removed because there is nothing +on it, or because you don't want ot support them ? + + -----Original Message----- +From: Arnold, John +Sent: Thursday, February 15, 2001 12:43 PM +To: Zipper, Andy +Subject: + +Andy: +Can you remove ICE from mine and Mike Maggi's computer. +Also, do we have a list of who has it installed. I hate supporting our +competition. +John + +" +"arnold-j/all_documents/913.","Message-ID: <30520586.1075857611413.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 04:43:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +Can you remove ICE from mine and Mike Maggi's computer. +Also, do we have a list of who has it installed. I hate supporting our +competition. +John" +"arnold-j/all_documents/914.","Message-ID: <12892671.1075857611435.JavaMail.evans@thyme> +Date: Thu, 15 Feb 2001 04:41:00 -0800 (PST) +From: john.arnold@enron.com +To: steve.c.lengkeekjr@conectiv.com +Subject: Re: Swaps for EFPS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Lengkeek Jr, Steve C"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I would do that. I tried calling but got your voicemail. Try me at 713 853 +3230 + + + + +""Lengkeek Jr, Steve C"" on 02/15/2001 +08:26:54 AM +To: ""'john.arnold@enron.com'"" +cc: +Subject: Swaps for EFPS + + +I am long 800 futures short swaps any interest. + + +Steven Lengkeek +Conectiv +302-452-6930 + +" +"arnold-j/all_documents/915.","Message-ID: <26165203.1075857611456.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 23:42:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you get a small drink refrigerator for the office stocked with: +Water (lots) +Diet Coke +Coke +Dr. Pepper +Diet Pepsi +Various Fruit Drinks + +Thanks, +John" +"arnold-j/all_documents/916.","Message-ID: <27743806.1075857611478.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 23:33:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com, n@enron.com +Subject: Deal# 863626 from 2001-02-07 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin, n +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please change as indicated +---------------------- Forwarded by John Arnold/HOU/ECT on 02/14/2001 07:32 +AM --------------------------- + + +""Gencheva, Daniela"" on 02/13/2001 11:06:52 AM +To: ""'jarnold@enron.com'"" +cc: ""Liszewski, Pete"" +Subject: Deal# 863626 from 2001-02-07 + + +John, + +During a telephone conversation with Pete Liszewski, at 2.12 pm on February +7th, you agreed that the price for deal#863626 - NYMEX nat gas swap for +15,000 Apr 01 should have been $5.815 NOT $5.83 as you system wrongfully +indicated. +Would you correct the price in your system or inform your contract +administrator of the correction. +If you have any questions please feel free to contact Pete Liszweski at +405-553-6430. + + +Daniela Gencheva +Energy Trading Analyst II +OGE Energy Resources +TEL: 405-553-6486 +FAX: 405-553-6498 +" +"arnold-j/all_documents/917.","Message-ID: <17771616.1075857611500.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 23:32:00 -0800 (PST) +From: john.arnold@enron.com +To: genchedi@er.oge.com +Subject: Re: Deal# 863626 from 2001-02-07 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Gencheva, Daniela"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Will change + + + + +""Gencheva, Daniela"" on 02/13/2001 11:06:52 AM +To: ""'jarnold@enron.com'"" +cc: ""Liszewski, Pete"" +Subject: Deal# 863626 from 2001-02-07 + + +John, + +During a telephone conversation with Pete Liszewski, at 2.12 pm on February +7th, you agreed that the price for deal#863626 - NYMEX nat gas swap for +15,000 Apr 01 should have been $5.815 NOT $5.83 as you system wrongfully +indicated. +Would you correct the price in your system or inform your contract +administrator of the correction. +If you have any questions please feel free to contact Pete Liszweski at +405-553-6430. + + +Daniela Gencheva +Energy Trading Analyst II +OGE Energy Resources +TEL: 405-553-6486 +FAX: 405-553-6498 + +" +"arnold-j/all_documents/918.","Message-ID: <19563099.1075857611522.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 03:43:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: credit card +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i'll check + + + + +""Jennifer White"" on 02/13/2001 08:24:35 AM +To: john.arnold@enron.com +cc: +Subject: credit card + + +Any chance you might have found my credit card at your place? I last +had it in my jeans pocket on Sunday night, but it isn't there anymore. + + +I'll get to your internet research requests this afternoon. + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/919.","Message-ID: <30682148.1075857611544.JavaMail.evans@thyme> +Date: Tue, 13 Feb 2001 03:36:00 -0800 (PST) +From: john.arnold@enron.com +To: mattc@elitebrokers.net +Subject: Enjoy Bud +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: mattc@elitebrokers.net +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/13/2001 11:36 +AM --------------------------- + + +Rory McCauley on 02/12/2001 01:47:46 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Enjoy Bud + + + - Jerky Boys - Prank Call to Chinese Restaurant.mp3 +" +"arnold-j/all_documents/92.","Message-ID: <12017921.1075849626274.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 11:57:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: mike.rabon@enron.com +Subject: Re: presentation for Kinko's conference call +Cc: dorothy.woster@enron.com, chris.charbonneau@enron.com, ed.quinn@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dorothy.woster@enron.com, chris.charbonneau@enron.com, ed.quinn@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Mike Rabon +X-cc: Dorothy Woster, Chris Charbonneau, Ed Quinn, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mike: + +The presentation is a great idea! Per our conversations tonight, let's keep +the EBS slides to 4-5 pages maximum; I have spoken to Chris Charbonneau and +he will have an even briefer discussion on EIN's pulp & paper initiative. +The purpose of the call is to introduce you to Kinko's decision makers who +can understand a brief overview of your questions then provide the phone +numbers of the appropriate Kinko's contact who could work with you on your +value proposition definition. Subsequent to the call, you would then follow +up with meetings as you deemed appropriate. This is not a call for +details! + +Since you'll need additional time and we don't want to waste the time of the +other Enron participants (Chris Charbonneau and Ed Quinn), they will present +first then leave you with the balance of the time. You noted that you'd be +forwarding your overview to me later this evening. Thanks. I'll look +forward to receiving it. Tomorrow, I'll add EIN's(Enron Industrial Markets) +piece then cc:mail you on what I send to James Thompson. + +Thanks again for the excellent suggestion. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +Business Development +#(713)-345-6541 + + + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +07:41 PM --------------------------- + + +Mike Rabon@ENRON COMMUNICATIONS +12/12/2000 06:10 PM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Dorothy Woster/Enron Communications@Enron Communications + +Subject: Re: Conference Call with Kinko's confirmed for 11 AM CST regarding +Kinko's/Enron Value Proposition + +Sarah-Joy, +Dorothy and I have assembled a short PPT that is currently in Matt's hands +for review. Once finalized we will forward it to Chris Chabonneau who will +add Pulp and Paper slides. Total length to be around 12 - 15 slides. I spoke +to James Thompson who recommended this approach. We will have the +presentation to James by noon Wednesday. He will ensure that the Kinko's +participants have the presentation before the call. + +Comments/concerns? + +Michael Rabon +Director, Western Region Origination +Enron Broadband Services +mike_rabon@enron.net +303-256-8009 v +303-810-2376 c + + + + Sarah-Joy Hunter@ENRON + 12/12/00 09:00 AM + + To: Matt Harris/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Mike Rabon/Enron Communications@Enron +Communications + Subject: Conference Call with KINKO's confirmed for 11 AM CST regarding +Kinko's/Enron Value Proposition + +FYI: Per our meeting this morning, I have noted the Kinko's participants on +the conference call scheduled for Thursday, 12/14. Fred Herczeg is the +broadband contact. + + +Ross Waddell - Vice President of Purchasing +Fred Herczeg - Senior VP & CIO +James Thompson - Regional Sales Manager +Dan Thies - Regional Technology Specialist +Mike Allen - Corporate Account Manager + +Sarah-Joy Hunter + + + + + + + + + + + + + +" +"arnold-j/all_documents/920.","Message-ID: <10356740.1075857611565.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 23:46:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Yesterday, Aquilla sold March at 5.77 and 5.76 for HeHub. Please change it +to Nymex" +"arnold-j/all_documents/921.","Message-ID: <18892840.1075857611586.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 09:27:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Enjoy Bud +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/12/2001 05:22 +PM --------------------------- + + +Rory McCauley on 02/12/2001 01:47:46 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: Enjoy Bud + + + - Jerky Boys - Prank Call to Chinese Restaurant.mp3 +" +"arnold-j/all_documents/922.","Message-ID: <6380940.1075857611608.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 07:18:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: h/j/k +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +it's one of those theoretically great trades, but those don't always work. +Still, I'll put it on and win 7 times out of 10. just so hard for the market +to rally the backwardation is so weak. can easily see h going under if no +weather appears. + + + + +slafontaine@globalp.com on 02/12/2001 09:41:04 AM +To: jarnold@enron.com +cc: +Subject: h/j/k + + + + wish i had let you buy all of them-cash supriingly weak to me. so i bailed on +the postion lost about 7 cts-not a disaster but a disappointment. +flat px looks like a pig here depite my not being overly bearish the +fundamentals. we hold or they take it down more?? + + + +" +"arnold-j/all_documents/923.","Message-ID: <4503674.1075857611629.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 06:55:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: dinner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i am free for drinks after work but have dinner plans + + + + +Caroline Abramo@ENRON +02/12/2001 01:28 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: dinner + +ok- no wednesday night- ha ha + +could you do thursday?? + +" +"arnold-j/all_documents/924.","Message-ID: <28012934.1075857611652.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 06:46:00 -0800 (PST) +From: john.arnold@enron.com +To: vladimir.gorny@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Vladimir Gorny +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +the end of the season is typically the best month to hold. Even if the first +part of the summer is weak, people will be hesistant to sell the back half. +Same with the winter. That's why I'm long H2. It has good correlation with +the front on up moves and tends to hold value on the down move. + + + + + + From: Vladimir Gorny 02/12/2001 02:44 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +Why Oct-01 and not any other Winter month? Vlady. + +" +"arnold-j/all_documents/925.","Message-ID: <11148666.1075857611673.JavaMail.evans@thyme> +Date: Mon, 12 Feb 2001 06:44:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Liz: +I have 4 tickets for Destiny's child for you. They're pretty good seats. +I'll put these on hold while I still try to get a box... +John" +"arnold-j/all_documents/926.","Message-ID: <7683099.1075857611695.JavaMail.evans@thyme> +Date: Sun, 11 Feb 2001 23:40:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: I know it's a week away +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Cast +John Arnold +Bill Perkins +Dean Theriot (trainer) + +Dean: What's your favorite restaurant? +John: Why, are you trying to make Valentine's Day plans? +Dean : No. I'm ready. I've already bought a Valentine's card. +Bill : John's ready too. He already has his Valentine's hickey." +"arnold-j/all_documents/927.","Message-ID: <12399283.1075857611716.JavaMail.evans@thyme> +Date: Sun, 11 Feb 2001 23:29:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/12/2001 07:29 +AM --------------------------- + + +""Mark Sagel"" on 02/11/2001 08:00:51 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +FYI + - ng2001-0211.doc +" +"arnold-j/all_documents/928.","Message-ID: <21730697.1075857611738.JavaMail.evans@thyme> +Date: Sun, 11 Feb 2001 11:14:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Ina: +Can you change my meeting with Sheriff's boys to Tueday after 3:00 from +Monday. +Also, stick me on thedistribution for the Enron press pack that has all the +articles in which Enron is mentioned. +Thanks" +"arnold-j/all_documents/929.","Message-ID: <21389649.1075857611760.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 07:22:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: Super Bowl +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you send it through lavo. he's suppose to pay for it. +thanks, +john + + + + +Liz M Taylor +02/09/2001 09:16 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Super Bowl + +Hi Johnnie, + +I think you may have encrypted your reply about the reimbursement of the air +fare from the Super Bowl. I was unable to read your response. Please send +again. + +Liz + +" +"arnold-j/all_documents/93.","Message-ID: <21073708.1075849626298.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:38:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: chaz.vaughan@enron.com, stephen.morse@enron.com +Subject: Re: BMC Update, clarification +Cc: jennifer.medcalf@enron.com, brad.nebergall@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, brad.nebergall@enron.com +X-From: Jeff Youngflesh +X-To: Chaz Vaughan, Stephen Morse +X-cc: Jennifer Medcalf, Brad Nebergall +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thanks, Chaz, for the response. What I am looking for in question #3 +(purchase commitment) is did I convey the info correctly re: what BMC will +accept from Enron to allow the EBS deal to close? From notes to the Net +Works directors and Bob McAuliffe, I have copied the following statements +into the space below: + +""1) The pricing is applicable if EBS gets their deal done, and you are +willing to provide some form of commitment (at least in writing, either +e-mail or letterhead) to purchasing a BMC product in 2001... For example, if +Randy Matson's team chose the BMC solution at the conclusion of their current +testing, they could lock in the discount at 45% by sending an e-mail (or +other form of written communication) committing to the purchase in 2001 (the +preference would be to get the ""buy"" done by end of 1st Qtr, if possible). +This would be sufficient commitment for BMC to go forward with their +purchases of EBS' solutions currently proposed to BMC."" Is this correct the +way I have presented it to NetWorks? Will their replies work for you if +completed as requested above? + +I didn't want to put you in a bind when I told the NetWorks teams what BMC +would feel is acceptable proof-of-commitment, nor did I want to have to go +back to the Net Works group and change the requirements. + +I've got another note to send you in a minute or so, from Doug Cummins. + +Thank you, +Jeff + + + + + + Chaz Vaughan@ENRON COMMUNICATIONS + 12/12/2000 07:29 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Stephen Morse/Enron Communications@Enron Communications + Subject: Re: BMC Update + +Jeff, + +Thank you for your efforts on the BMC deal. We are making real progress. +Here are the answers to your questions: + +1. How much do they want you to guarantee them in BMC revenue? +$4 MM in software and $2.4 MM in maintenance and professional services +2. Are you still looking at a $13MM TCV over 5 years? +No, our current TCV over 5 years is $10 MM +3. Have I properly conveyed the ""accepable-to-BMC method"" of proving +purchase commitment from Enron? +Not sure what you mean here +4. Your note re: getting the Prof'nl Svcs contract signed says it has to be +done by 6pm the 14th...what if you don't get it until the morning of the 15th? +We prefer the 14th, but if we can't get it until the 15th, that will work + + +Please let me know if you have any other questions. I will call you tomorrow +to touch base. + +Thanks, + +Chaz Vaughan +Enron Broadband Services +1400 Smith Street +Houston, TX 77002 +Ph: 713-345-8815 +Cell: 713-444-3074 +Fax: 713-853-7354 +Chaz_Vaughan@enron.net + + + + Jeff Youngflesh@ENRON + 12/12/00 04:43 PM + + To: Stephen Morse/Enron Communications@Enron Communications, Chaz +Vaughan/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Brad Nebergall/Enron +Communications@Enron Communications, Eric Merten/Enron Communications@Enron +Communications + Subject: BMC Update + +Steve/Chaz - + +I have taken your EBS Professional Services contract through our contracts +folks, and we have ended up with it now being in EBS' contracts dept w/one of +your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten +(PDX) early this afternoon, and he now has the contract. EBS may have some +Intellectual Property issues related to ownership of BMC Consultant-developed +materials (while being paid by Enron). Eric is in the driver's seat with the +contract at this point. + +I have sent notes to all of the Net Works directors currently engaged in one +form or another with BMC product and/or personnel. In it, they have been +requested to help us understand our opportunity from a number of angles: +Application(s) considered, attractiveness of the new pricing, attractiveness +of the BMC flexibility w/regard to ""purchase commitment"", etc. In addition, +I have re-iterated the time urgency. + +I have followed up the note w/telephone calls & messages to all of them: +Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am +meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have +me in their voicemailbox, Cummins was in a meeting and he said he would call +me back. + +Would either one of you please let me know what BMC wants EBS to do for +them: how much do they want you to guarantee them in BMC revenue? Are you +still looking at a $13MM TCV over 5 years? Have I properly conveyed the +""accepable-to-BMC method"" of proving purchase commitment from Enron? Your +note re: getting the Prof'nl Svcs contract signed says it has to be done by +6pm the 14th...what if you don't get it until the morning of the 15th? + +I will call you to follow up on this note. + +Thank you, + +Jeff Youngflesh + +" +"arnold-j/all_documents/930.","Message-ID: <27213762.1075857611782.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 07:21:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: ....what happens at La Strada STAYS at La Strada!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +imagine you have a gas well in the middle of west texas and you only have one +pipeline running to your well. the guy who owns the pipeline can fuck you +because you have no choice but to flow your gas that way. split connect +means you have at least 2 options to flow your gas so the price the producer +receives is more competitive and if anything happens to one pipeline you +don't have to shut your gas in because you move it to another pipe. + +i'm going out with my brother and sime guys from work tonight. are you free +saturday day and night? + + + + +""Jennifer White"" on 02/09/2001 11:42:51 AM +To: john.arnold@enron.com +cc: +Subject: Re: ....what happens at La Strada STAYS at La Strada!!! + + +'Split connect' isn't in my petroleum industry dictionary. I'm counting +on you for a definition. + +Do you have plans tonight? + + +---- ""Jennifer Brugh"" wrote: +> Hey gang, +> +> We are set for brunch on Sunday at La Strada on Westheimer at 1:00. +> Please, +> please, please be there by 1:00 or we lose the table, remember what +> happened last time! +> +> Looking forward to it! +> +> Jennifer +> +> + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/931.","Message-ID: <1239756.1075857611803.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 06:40:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Gas Message Board +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +yea + + + + +Ina Rangel +02/09/2001 02:03 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Gas Message Board + +John, + +Is it okay to set up these guys on the gas message board? + +-Ina +---------------------- Forwarded by Ina Rangel/HOU/ECT on 02/09/2001 02:02 PM +--------------------------- + + Enron Capital & Trade Resources + Canada Corp. + + From: Ryan Watt 02/09/2001 02:03 PM + + +To: Ina Rangel/HOU/ECT@ECT +cc: +Subject: Gas Message Board + +Hi Ina, +the following need access to this please: + +John McKay jmckay1 +Chris Lambie clambie +John Disturnal jdistur +Mike Cowan mcowan1 +Ryan Watt rwatt +Chad Clark cclark5 +Lon Draper ldraper +Jeff Pearson jpearso3 +Jai Hawker jhawker + +Thanks! +Ryan + + + + +" +"arnold-j/all_documents/932.","Message-ID: <32843604.1075857611825.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 04:33:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you change #23 and #375 to Nymex" +"arnold-j/all_documents/933.","Message-ID: <32051799.1075857611846.JavaMail.evans@thyme> +Date: Fri, 9 Feb 2001 00:16:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com, dutch.quigley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin, Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +can you change deal 27 (paribas) today to NYMEX from gas daily" +"arnold-j/all_documents/934.","Message-ID: <11748634.1075857611867.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 23:41:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +hey hon: +had a great time last night. you're one ok chick. +john" +"arnold-j/all_documents/935.","Message-ID: <25016205.1075857611889.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 07:36:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think taking a cab is more convenient assuming we can find one on the way +back. + + +From: Margaret Allen@ENRON on 02/08/2001 01:27 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Kim and I are going from here. We were debating sharing a cab, or taking the +bus from Enron Field. Any preference? + + + + + John Arnold@ECT + 02/08/2001 10:25 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: Re: + +cute girlfriends.... I'm in + + +From: Margaret Allen@ENRON on 02/08/2001 09:38 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Oh, I was going to tell you that your invitation gives you the ability to +invite a guest so if you wanted to bring Jennifer, you can. But, I do have +cute girlfriends going with me, so if you just want to go with us -- that +will be fun! I'm planning on leaving here around 6 -- you want to go with +me?? + + + + + John Arnold@ECT + 02/08/2001 09:29 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +cute girlfriends.... I'm in + + + + + + + + +" +"arnold-j/all_documents/936.","Message-ID: <10331761.1075857611911.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 03:53:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: spreads +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think we would rally if march were the only thing traded. Problem is +summer and on out so weak. trade scale up seller of jv as it gets close to +600. some customer selling in cal 2. so h/j and j/k need to blow out +because no other spread is moving. i'm a seller of j/k so h/j needs to +blow. all other trade is scale up seller of that so it can move but slowly. +it's a struggle each penny at this point. at least one spread needs to break +if we're going to run and i don't see that happening. + + + + + +slafontaine@globalp.com on 02/08/2001 11:20:40 AM +To: John.Arnold@enron.com +cc: +Subject: Re: spreads + + + +i think we rally a little from here this pm-that said i dont think mar/may +gonna +movre up much unless we see cash start to improve.. any thots on east cash? +its +a pig-of course no loads. whats gonna be the driver for march/apr from here +you +think? + + + +" +"arnold-j/all_documents/937.","Message-ID: <1725547.1075857611932.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 02:25:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cute girlfriends.... I'm in + + +From: Margaret Allen@ENRON on 02/08/2001 09:38 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +Oh, I was going to tell you that your invitation gives you the ability to +invite a guest so if you wanted to bring Jennifer, you can. But, I do have +cute girlfriends going with me, so if you just want to go with us -- that +will be fun! I'm planning on leaving here around 6 -- you want to go with +me?? + + + + + John Arnold@ECT + 02/08/2001 09:29 AM + + To: Margaret Allen/Corp/Enron@ENRON + cc: + Subject: + +cute girlfriends.... I'm in + + + +" +"arnold-j/all_documents/938.","Message-ID: <10239194.1075857611961.JavaMail.evans@thyme> +Date: Thu, 8 Feb 2001 01:29:00 -0800 (PST) +From: john.arnold@enron.com +To: margaret.allen@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Margaret Allen +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cute girlfriends.... I'm in" +"arnold-j/all_documents/939.","Message-ID: <23014745.1075857611983.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 23:26:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: EarthSAT UPDATE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +we need one more good shot of cool air to ensure complete and utter chaos for +the next 10 months. hopefully this is it. +you gotta love heffner...'if we take out the jan 31 low there is NO WAY +anything bullish can happen' + + + + + +slafontaine@globalp.com on 02/08/2001 05:28:02 AM +To: jarnold@enron.com +cc: +Subject: EarthSAT UPDATE + + + +thats what we wanna hear +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/08/2001 +06:27 AM --------------------------- + + +""Matt Rogers"" on 02/08/2001 03:46:47 AM + +To: mrogers@earthsat.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: EarthSAT UPDATE + + + + +This morning's 6-10 day forecast models are showing somewhat better +agreement. All three models move the main cold trough axis to the Great +Lakes area by the last half of the period. This shift allows for cold +Polar/Arctic air to pour into the Midwest and Northeastern states by +days 9 and 10 (as early as day 8 on the American). The Canadian and +European continue more troughing in the southern branch in the +Southwestern states, keeping that area cool, but also forcing continued +ridging in the Southern states--from Texas to the Southeast--keeping +them warmer and away from the cold. The American eliminates this +southern branch cold air protection early (by day 8), while the Canadian +breaks it down by day 10, implying that even the South would see cold +weather at the beginning of the 11-15 day period. The European appears +to hold out the longest in bringing cold air to the South. In all cases, +the West Coast should see some gradual warming by late in the period. +All three models also continue a very amplified flow pattern in Canada +with a plentiful supply of strong, cold air. + +More details, including early information from the ensembles, will be +available with the 6:30am ET release. + +-Matt Rogers + + + + + +" +"arnold-j/all_documents/94.","Message-ID: <18792578.1075849626321.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:43:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com, brad.nebergall@enron.com +Subject: 1 response recv'd re: BMC purchase intent from NetWorks (more + similar yet to come) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf, Brad Nebergall +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/13/2000 10:41 AM ----- + + Douglas Cummins@ECT + 12/12/2000 06:37 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications, Stephen +Morse/Enron Communications@Enron Communications + Subject: Re: Urgent - Please Read - BMC question + +Jeff, + +Honestly and for your (Enron) eyes only - attached is the modified +spreadsheet of what my group is seriously looking at purchasing. Basically, +we like their Change Management tools but not really interested in Patrol +(monitoring). + +We will have a more definitive answer by Thursday. We DBA's (eCommerce, +Corp, and London) are trying to make a joint decision, but the other two +groups are dragging out their evaluations... + + + +Regards, +Douglas + +" +"arnold-j/all_documents/940.","Message-ID: <26892235.1075857612006.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 09:03:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: continental-delta article +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +split connect" +"arnold-j/all_documents/941.","Message-ID: <33157388.1075857612028.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 06:32:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: weather pop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you fucker that's my trade. i was trying to buy nines the last 20 minutes. +all i got was scraps. 50-100. i think it's a great trade. + + + + +slafontaine@globalp.com on 02/07/2001 01:41:44 PM +To: John.Arnold@enron.com +cc: +Subject: Re: weather pop + + + +that is nuts-good sale-im gonna sell jun or july otm calls at some point + + + +" +"arnold-j/all_documents/942.","Message-ID: <4219496.1075857612049.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 06:18:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: weather pop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +this is the move i was talking about. v/x implicitly trading 5.5 right now +because cal 2 is weak. some sell side deal got done there but jv is strong" +"arnold-j/all_documents/943.","Message-ID: <16569720.1075857612071.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 05:34:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: weather pop +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +just sold 500 q/u at .05 that was the pop i'm looking for" +"arnold-j/all_documents/944.","Message-ID: <19059041.1075857612092.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 02:16:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: Destiny's Child +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you will have 4 tix. make your plans + + + + +Liz M Taylor +02/07/2001 09:08 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Destiny's Child + +John, + +Any word on the tickets? If I can get just four that would be just fine. If +not, please no worries. Many Thanks, Liz + +" +"arnold-j/all_documents/945.","Message-ID: <14705918.1075857612113.JavaMail.evans@thyme> +Date: Wed, 7 Feb 2001 02:12:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: continental-delta article +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +but what's a pig? + + + + +""Jennifer White"" on 02/07/2001 08:43:52 AM +To: john.arnold@enron.com +cc: +Subject: continental-delta article + + +http://cnnfn.cnn.com/2001/02/03/deals/wires/delta_wg/index.htm + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/946.","Message-ID: <434110.1075857612135.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:43:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: diff topic +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i think you're absolutely right about q/u. again just a question of when to +put it on. Seems as if I'm always on the offer of that spread. yesterday i +had a 4.5 offer all day and i think i got 50 or so. i can almost leg it +better by buying winter and selling summer and the j/q spread. i would like +to see it widen another penny before stepping in and i think with the +weakness in the winter and relative weakness of cal 2, on any rally that +could happen. + +was that you on the q/u/v fly yesterday?" +"arnold-j/all_documents/947.","Message-ID: <14789735.1075857612160.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:30:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: diff topic +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ok. + + + + +slafontaine@globalp.com on 02/05/2001 08:18:35 PM +To: John.Arnold@enron.com +cc: +Subject: Re: diff topic + + + +thats my approach-i know youre doing well but i have no idea how well. let me +put it to you this way completely between you and me. i have every expectation +of making myself about a a myn this year(dont want to jinx myself). ive herd +suggestions that this new deal cud be better cuz of the guarantees + bonus. i +dont know yet, hasnt been offered or even discussed directly. but if it does +and +its very good they gonna need a ngas guy in houston. i think we could put +together a hell of a us team. ill let you know if/when i find out more if that +interests you. wouldnt be alot different from the job role you are currently +in.. + + + +" +"arnold-j/all_documents/948.","Message-ID: <33407102.1075857612182.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 23:27:00 -0800 (PST) +From: john.arnold@enron.com +To: begone@cliffhanger.com +Subject: remove from email list +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: begone@cliffhanger.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +remove from email list" +"arnold-j/all_documents/949.","Message-ID: <6867100.1075857612204.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 05:15:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: daily charts and matrices as hot links 2/6 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +don't care about the front. i think its vulnerable to a good short squeeze +like we saw on thruday and friday. trade is getting short in here with cash +such a piece. if weather ever changes, which the weather boys are saying it +might in 2 weeks, the cash players are going to be big buyers. don't really +want to carry length on the way down waiting for that to happen though. +Backs are crazy stong. cal 3 traded as high as +10. everybody a buyer as +california trying to buy any fixed price energy they can find + + + + +slafontaine@globalp.com on 02/06/2001 11:19:45 AM +To: John.Arnold@enron.com +cc: +Subject: Re: daily charts and matrices as hot links 2/6 + + + +that made me laugh-good point. any strong view on ngas flat px? cuz i dont-but +seems hard so see it rally much with cash such a dog. + + + + +John.Arnold@enron.com on 02/06/2001 11:59:31 AM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: daily charts and matrices as hot links 2/6 + + + + + + +he sends me his stuff... i like him because he's willing to take a stand. +so many technicians bullshit their way ""support at 5400-5600 but if it +breaks that look for 5250"". if every technician put specific trades on a +sheet with entry and exit points and published them every day, a lot of +people would be unemployed. + + + + +slafontaine@globalp.com on 02/06/2001 07:24:43 AM + +To: jarnold@enron.com +cc: +Subject: daily charts and matrices as hot links 2/6 + + + +you mite already get this, if not ill be happy to forward so let me know. +interesting comments on both gas and crude for the timing of seasonal lows +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/06/2001 +08:23 AM --------------------------- + + +SOblander@carrfut.com on 02/06/2001 07:55:39 AM + +To: soblander@carrfut.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: daily charts and matrices as hot links 2/6 + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude12.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas12.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil12.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded12.pdf +Spot Natural Gas http://www.carrfut.com/research/Energy1/spotngas12.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix12.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG12.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL12.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + + + + + + + + +" +"arnold-j/all_documents/95.","Message-ID: <32550386.1075849626348.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 08:56:00 -0800 (PST) +From: lb_electronic_orders@dell.com +To: jennifer.medcalf@enron.com +Subject: Dell Order Confirmation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Dell Computer Corp."" +X-To: ""jennifer.medcalf@enron.com"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Dear JENNIFER S MEDCALF, + +Thank you for your order. We are currently reviewing for completeness and +accuracy. +A separate email with your Dell Order number(s) will be sent to you after the +order is processed. + +A recap of your order is provided at the end of this message for your +reference. +We encourage you to verify, print, and retain the information on this page +for your records. + +Date Submitted: 12/13/00 10:51:00 AM + + + +If at any time you have questions regarding your order please contact your +Dell Sales Representative: + +Name: EPP Sales +Email: US_EPP_Clickathome@dell.com +Phone: 866-220-3355 + + +Again, thank you for your order. We appreciate you buying from Dell and using +your Dell Premier Pages Service. + +Sincerely, +Dell Premier Pages Service + +Shopping cart includes 1 unique item(s) +Total Price: $547.00 + +Item Detail#:1 +Dell Inspiron 3800 Notebook--Intel® Celeron™ processor, 600 MHz, +12.1"" SVGA Display + +Memory: 64MB, SDRAM, 1 DIMM +Color Choice/Pointing Option: Tahoe Blue, 12.1"" Dual Pointing +Keyboard +Primary Hard Drive: 10GB Ultra ATA Hard Drive +Floppy Drive: Removable modular floppy drive +Operating System Software: Microsoft® Windows® 2000 +Network Adapter: Xircom® CardBus Ethernet II +10/100 PC Card +Analog Modem: Internal Modem V.90 56K Modem +Optical Device: Modular 24X Max CD-ROM +Bundled Software: Microsoftc Office 2000 Small +Business Edition w/Bookshelf +Norton Antivirus: Norton Antivirus® 2000 +Primary Battery: Intelligent Lithium-Ion Battery with +ExpressCharge™ +Carrying Cases: Nylon Carrying Case,Dual Compartment +Hardware Support Services: 3Yrs Parts & Labor (Next Business +Day, International) + CompleteCare +Software and Peripherals: Program Management Services + +Single Item Cost: $547.00 +Quantity: 1 +Sub-Total for Item: $547.00 +___________________ + +** END OF ORDER ** + + + +" +"arnold-j/all_documents/950.","Message-ID: <21664145.1075857612227.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 02:59:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: daily charts and matrices as hot links 2/6 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +he sends me his stuff... i like him because he's willing to take a stand. so +many technicians bullshit their way ""support at 5400-5600 but if it breaks +that look for 5250"". if every technician put specific trades on a sheet with +entry and exit points and published them every day, a lot of people would be +unemployed. + + + + +slafontaine@globalp.com on 02/06/2001 07:24:43 AM +To: jarnold@enron.com +cc: +Subject: daily charts and matrices as hot links 2/6 + + + +you mite already get this, if not ill be happy to forward so let me know. +interesting comments on both gas and crude for the timing of seasonal lows +---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/06/2001 +08:23 AM --------------------------- + + +SOblander@carrfut.com on 02/06/2001 07:55:39 AM + +To: soblander@carrfut.com +cc: (bcc: Steve LaFontaine/GlobalCo) +Fax to: +Subject: daily charts and matrices as hot links 2/6 + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude12.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas12.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil12.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded12.pdf +Spot Natural Gas http://www.carrfut.com/research/Energy1/spotngas12.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix12.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG12.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL12.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + + +" +"arnold-j/all_documents/951.","Message-ID: <10156157.1075857612249.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 02:44:00 -0800 (PST) +From: john.arnold@enron.com +To: diana.mclaughlin@enron.com, dutch.quigley@enron.com +Subject: swaps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Diana McLaughlin, Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/06/2001 10:44 +AM --------------------------- + + +Parker Drew on 02/06/2001 09:58:41 AM +Please respond to Parker.Drew@msdw.com +To: john.arnold@enron.com, Kenneth E Girdy +cc: +Subject: swaps + + +Deals #852287, 851654, 851191 unintentionally were traded as Gas Daily +swaps instead of last day average swaps. Could you see to it that they +are switched. Thank you. Parker + +" +"arnold-j/all_documents/952.","Message-ID: <3148587.1075857612270.JavaMail.evans@thyme> +Date: Tue, 6 Feb 2001 02:44:00 -0800 (PST) +From: john.arnold@enron.com +To: parker.drew@msdw.com +Subject: Re: swaps +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Parker.Drew@msdw.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +will do + + + + +Parker Drew on 02/06/2001 09:58:41 AM +Please respond to Parker.Drew@msdw.com +To: john.arnold@enron.com, Kenneth E Girdy +cc: +Subject: swaps + + +Deals #852287, 851654, 851191 unintentionally were traded as Gas Daily +swaps instead of last day average swaps. Could you see to it that they +are switched. Thank you. Parker + + +" +"arnold-j/all_documents/953.","Message-ID: <2971923.1075857612292.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 09:11:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: FW: A crossroads we have all been at ... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 05:11 +PM --------------------------- + + +slafontaine@globalp.com on 02/03/2001 01:45:57 PM +To: dwight.anderson@tudor.com, jarnold@enron.com, +julian.barrowcliffe@bankamerica.com, scipa@aol.com, coxjgc@cs.com, +cdownie@carrfut.com, bob.jonke@db.com, morse_leavenworth@cargill.com, +jlynch@powermerchants.com, gajewsM@er.oge.com, rick_mcconn@reliantenergy.com, +jason.mraz@tudor.com, smurray@carrfut.com, bill.overton@williams.com, +jpotieno@cmsenergy.com, mjw@vitol.com, dwolfert@cinergy.com, +wormsb@kochind.com, hazagaria@equiva.com +cc: +Subject: FW: A crossroads we have all been at ... + + + +but we all know ourselves which way we turned most often + + + + + - Crossroads.jpg +" +"arnold-j/all_documents/954.","Message-ID: <20124784.1075857612314.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 09:10:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: diff topic +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +probably not. it would have to have a lot of upside. never hurts to listen +though + + + + +slafontaine@globalp.com on 02/05/2001 07:45:28 AM +To: John.Arnold@enron.com +cc: +Subject: Re: diff topic + + + +i was in ny friday-had an interesting conversation with a company. would there +ver be a cirmcumstanbce in which you would consider leaving your currant +situation? dont have to say on this and this is purely preliminary but you +came +to mind . just a yes or no at this stage would do. ill let you more later on +phone. + + + +" +"arnold-j/all_documents/955.","Message-ID: <8583678.1075857612335.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 05:00:00 -0800 (PST) +From: john.arnold@enron.com +To: fletcher.sturm@enron.com, larry.may@enron.com +Subject: re: options +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Fletcher J Sturm, Larry May +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Mr Sturm: +Due to the California power crisis, Enron Gas Trading is unable to extend +sell authorization on options to Enron Power Trading. Please call if you +should desire to sell any options and credit will be extended on a +trade-by-trade basis. We apologize for any inconvience. +Sincerely: +John Arnold +Vice President, Gas Trading +Enron North America +---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 12:55 +PM --------------------------- + + +Larry May@ENRON +02/05/2001 12:51 PM +To: Stephanie Sever/HOU/ECT@ECT +cc: John Arnold/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT +Subject: re: options + +Please enable Flecther Sturm to sell options +" +"arnold-j/all_documents/956.","Message-ID: <15382761.1075857612357.JavaMail.evans@thyme> +Date: Mon, 5 Feb 2001 03:43:00 -0800 (PST) +From: john.arnold@enron.com +To: neal.wood@usa.conoco.com +Subject: Re: APR01-MAR02 Strip, varying monthly volumes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Wood, Neal"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Neal: +Referencing Apr-Oct 5315/35 and Nov-Mar 534/536, on the following volumes I +am 533/536. Feel free to call to transact. 713-853-3230 + + + + +""Wood, Neal"" on 02/05/2001 11:33:51 AM +To: ""'john.arnold@enron.com'"" +cc: +Subject: APR01-MAR02 Strip, varying monthly volumes + + +John, + +I am interested in purchasing the following APR01-MAR02 NYMEX strip: + +APR 2001 US Gas Swap NYMEX 86,650 MMBtu per month +MAY 2001 US Gas Swap NYMEX 69,018 +JUN 2001 US Gas Swap NYMEX 38,820 +JUL 2001 US Gas Swap NYMEX 36,927 +AUG 2001 US Gas Swap NYMEX 41,019 +SEP 2001 US Gas Swap NYMEX 49,938 +OCT 2001 US Gas Swap NYMEX 76,252 +NOV 2001 US Gas Swap NYMEX 103,140 +DEC 2001 US Gas Swap NYMEX 113,696 +JAN 2002 US Gas Swap NYMEX 119,015 +FEB 2002 US Gas Swap NYMEX 105,902 +MAR 2002 US Gas Swap NYMEX 110,769 + 950,146 MMBtu Total + +If interested, please indicate Enron's offer as well as where you're +offering the summer and winter strips online at the time. + +Thanks in advance, + +Neal Wood +Conoco Inc. +281-293-1975 + +" +"arnold-j/all_documents/957.","Message-ID: <1177767.1075857612380.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 23:31:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: v/x +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no... i went with matt thurell from koch. they've got some corporate +townhouse out there. very nice. good to see the old days of waste aren't +completely gone yet. + + + + +slafontaine@globalp.com on 02/05/2001 06:59:36 AM +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +did you happen too meet my friend dwight anderson down there? a good guy. im +gonna take a wild gues since he was there and you were there and hes an enron +customer there is a good chance you guys were in the same place!! i got to +stay +at one of those swanky enron beaver creek chalets a few years ago so i know +whats up. + this weather disappoints again. + + + + +John.Arnold@enron.com on 02/04/2001 10:13:24 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: v/x + + + + + +i actually started writing this on thursday. got distracted and left late +morning to go to Vail. Apparently I missed a little craziness. My point +on v/x is that forward spreads, months 3/4 and back, don't necessarily +trade on value, they trade on drawing a forward curve that makes +equilibrium between hedging and spec demand. Look at k/m... do you think k +cash will average 3 cents above m. i don't really see that scenario. yet +that's what it is worth because the market says jv is worth $x and to get +there k/m=3. The same argument applies to v/x. i think this summer will +be exceptionally strong as we try to inject 2 bcf/d more gas than last +year. But cal 2 will lag the move. It's the main thing customers are +selling right now because every equity analyst and even Pira are telling +their customers that cal 2 will average 3.50. so either the v/x and x/z +spreads come in or f/g g/h h/j blow out. After this winter, who in there +right mind wants to buy f/g or g/h again. my thought is that the primary +juice will be h/j but v/x and x/z will be under some pressure. i'm a +seller at 9 and buyer at 5-6. Not much in it either way though. + + + + +slafontaine@globalp.com on 01/31/2001 04:47:22 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med +longer +term. we inject like mad early summer-economy stays crappy the frot of the +curve +gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep + scenario 2-they dont enject what they want-oct /nov wil stay tite +between say +3-and 10 cts like this year but man after this winter they will panic at +some +point and buy the hell out of the winter strip and blow out oct /nov to 30 +cts +cuz they panic. to me if that one was to ever backwardate it was this +summer-low +low stx and injections and they still blew out cuz they panicked about +winter-as +we see this winter now for good reason..?? capeche? i thinkit a win win + + you still in the damn mar/apr-i only sold a little prenumber-cant beleive +how +this got killed after-what changed?? from 1:30 to 2:05 + + + + +John.Arnold@enron.com on 01/31/2001 05:41:45 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: v/x + + + + + +quit pressuring them i want to sell some too. actually sold a few at 9 +on the close + + + + +slafontaine@globalp.com on 01/31/2001 12:40:07 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it +keeps +coming in. ill tell you why later + + + + + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/958.","Message-ID: <31176620.1075857612402.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 23:30:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 2/5 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 07:30 +AM --------------------------- + + +SOblander@carrfut.com on 02/05/2001 07:11:21 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 2/5 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude11.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas11.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil11.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded11.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix11.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG11.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL11.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/959.","Message-ID: <33007933.1075857612424.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 13:15:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: Natural update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 02/04/2001 09:12 +PM --------------------------- + + +""Mark Sagel"" on 02/04/2001 09:03:25 PM +To: ""John Arnold"" +cc: +Subject: Natural update + + + +? + - ng2001-0204.doc +" +"arnold-j/all_documents/96.","Message-ID: <2886307.1075849626372.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 03:05:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: carmen.perez@fedex.com +Subject: [Fwd: Enron] +Cc: john.will@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.will@enron.com, jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: carmen.perez@fedex.com +X-cc: John Will, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Carmen: + +Thanks for forwarding this. Pleasure to have spoken with you yesterday. In +future, please cc: me on these e-mails . + + +Thanks. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +Business Development +713-345-6541 +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +06:54 AM --------------------------- +From: John Will on 12/11/2000 06:59 PM +To: Sarah-Joy Hunter/NA/Enron@Enron +cc: + +Subject: [Fwd: Enron] + +fyi +jw + +----- Forwarded by John Will/NA/Enron on 12/11/00 06:55 PM ----- + + Carmen Perez + 12/11/00 02:55 PM + + To: john.will@enron.com + cc: + Subject: [Fwd: Enron] + + +John, please forward to Ms. Hunter. + +Sara-Joy: + +Looks like Buck sent us back to Jim Vines. +If you remember, JimVines referred us to the contacts that have already +called you. + +Please feel free to e-mail Mr. McGugan for further assistance. + +Return-Path: +Delivered-To: fgs.fedex.com%carmen.perez@fgs.fedex.com +Received: (cpmta 22209 invoked from network); 11 Dec 2000 11:55:39 -0800 +Received: from inet02.mail.fedex.com (146.18.57.237) by smtp.c017.sfo.cp.net +(209.228.12.208) with SMTP; 11 Dec 2000 11:55:39 -0800 +X-Received: 11 Dec 2000 19:55:39 GMT +Received: from entpm2.prod.fedex.com (lotsrv02.prod.fedex.com [199.81.9.77]) +by inet02.mail.fedex.com (8.9.1a/8.9.1) with ESMTP id NAA20072; Mon, 11 Dec +2000 13:55:17 -0600 (CST) +Received: from fedex.com ([199.81.112.156]) by entpm2.prod.fedex.com +(Lotus Domino Release 5.0.2a (Intl)) with ESMTP id +2000121113551531:13854 ; Mon, 11 Dec 2000 13:55:15 -0600 +Message-ID: <3A35340A.8C5B9C15@fedex.com> +Date: Mon, 11 Dec 2000 14:07:38 -0600 +From: Buck McGugan +X-Mailer: Mozilla 4.7 [en] (Win98; U) +X-Accept-Language: en,pdf +MIME-Version: 1.0 +To: JIM VINES , Chris GANT +CC: Carmen Perez , BUCK MCGUGAN + +Subject: Re: Enron +References: <3A3504FB.DBD5E4FF@fedex.com> +X-MIMETrack: Itemize by SMTP Server on ENTPM2/FEDEX(Release 5.0.2a (Intl)|23 +November 1999) at 12/11/2000 01:55:16 PM, Serialize by Router on +ENTPM2/FEDEX(Release 5.0.2a (Intl)|23 November 1999) at 12/11/2000 01:55:20 +PM, Serialize complete at 12/11/2000 01:55:20 PM +Content-Type: multipart/mixed; +boundary=""------------009754F305D7E55BCFB1E94E"" + +Jim, can you assist me with this customer. Based on the attached email, we +have not put this customer in touch with the proper person in purchasing. +This is a good account; I need your help to make sure we provide them the +proper contact. + +Please have the proper person call Carmen and also let me know they followed +up. + +Thx, Buck + +Carmen Perez wrote: + +> Need a favor. Can you give Sara-Joy Hunter a call at Enron? +> +> Reason: This is a potential 6 million dollar account I have been +> working on for 5 months. Final negotiations are underway. Hope to +> bring them on by Jan 15. She is responsible for selling Enron services +> to suppliers. +> +> I had her speak to MD's in FedEx Strategic Sourcing but they were +> unable to help her. She then, after two weeks of playing phone tag with +> Memphis, found out they were not the contacts she was looking for. This +> is one of the determining factors in getting the account---getting her +> to the right people to make Enron a true partner. +> +> All I need from you is to call her at 713-345-6541. She will be +> available all day except lunch hour and 4-5 pm. She does not believe I +> put her in touch with the right contacts. She feels better calling a VP +> of Sales and hearing from a VP of Sales that Memphis is the way to go +> (services/products are purchased through the contacts and Memphis.) +> Clint Beard already spoke to her, too. +> +> Please, please. +> +> Will not ask for anything else until I close this account :)))))!!!! +> Promise. +> +> She has already spoken to the following FedEx Memphis contacts: +> +> Bryan Wright, MD IT Sourcing +> Chris Bolen, Jet Fuel purchaser +> Reynard Rudolph, energy services +> +> They want to sell---broadband services, jet fuel and electricity + + + + + +" +"arnold-j/all_documents/960.","Message-ID: <8915649.1075857612446.JavaMail.evans@thyme> +Date: Sun, 4 Feb 2001 13:13:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: v/x +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i actually started writing this on thursday. got distracted and left late +morning to go to Vail. Apparently I missed a little craziness. My point on +v/x is that forward spreads, months 3/4 and back, don't necessarily trade on +value, they trade on drawing a forward curve that makes equilibrium between +hedging and spec demand. Look at k/m... do you think k cash will average 3 +cents above m. i don't really see that scenario. yet that's what it is +worth because the market says jv is worth $x and to get there k/m=3. The +same argument applies to v/x. i think this summer will be exceptionally +strong as we try to inject 2 bcf/d more gas than last year. But cal 2 will +lag the move. It's the main thing customers are selling right now because +every equity analyst and even Pira are telling their customers that cal 2 +will average 3.50. so either the v/x and x/z spreads come in or f/g g/h h/j +blow out. After this winter, who in there right mind wants to buy f/g or g/h +again. my thought is that the primary juice will be h/j but v/x and x/z will +be under some pressure. i'm a seller at 9 and buyer at 5-6. Not much in it +either way though. + + + + +slafontaine@globalp.com on 01/31/2001 04:47:22 PM +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med +longer +term. we inject like mad early summer-economy stays crappy the frot of the +curve +gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep + scenario 2-they dont enject what they want-oct /nov wil stay tite between +say +3-and 10 cts like this year but man after this winter they will panic at some +point and buy the hell out of the winter strip and blow out oct /nov to 30 cts +cuz they panic. to me if that one was to ever backwardate it was this +summer-low +low stx and injections and they still blew out cuz they panicked about +winter-as +we see this winter now for good reason..?? capeche? i thinkit a win win + + you still in the damn mar/apr-i only sold a little prenumber-cant beleive how +this got killed after-what changed?? from 1:30 to 2:05 + + + + +John.Arnold@enron.com on 01/31/2001 05:41:45 PM + +To: Steve LaFontaine/GlobalCo@GlobalCo +cc: +Fax to: +Subject: Re: v/x + + + + + +quit pressuring them i want to sell some too. actually sold a few at 9 +on the close + + + + +slafontaine@globalp.com on 01/31/2001 12:40:07 PM + +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it +keeps +coming in. ill tell you why later + + + + + + + + + + + +" +"arnold-j/all_documents/961.","Message-ID: <24788638.1075857612468.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:43:00 -0800 (PST) +From: john.arnold@enron.com +To: jerryrice@israd.2ndmail.com +Subject: Remove +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: John Arnold +X-To: jerryrice@israd.2ndmail.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +jerryrice@israd.2ndmail.com on 01/29/2001 03:23:57 PM +Please respond to jerryrice@israd.2ndmail.com +To: +cc: =20 +Subject: Direct your own XXX movie! 15956 + + + + + +NEW NEW SEX Thing!!!=20 + +Become Director of Your Own Movie!=20 + +For all those who love sex, crazy ideas, and games=20 +we have thought up something new for you.=20 + +Every day you can pick from our range of over thirty models, which are=20 +changed=20 +every month, and become a screenwriter and director of your own film.=20 + +Like the idea? So why not take part?=20 + +All you have to do is write a two-minute film script, choose your cast=20 +(combinations of up to six people, regardless of sex) and send it off to us= +.=20 +Within 2 days we will send you the completed film. It sounds so promising= +=20 +and easy, and it really is!=20 + +After paying a membership fee we will be ready at your beck and call=20 +to act out your screenplay.=20 + +You can combine your models any way you want - they are all bisexual=20 +and do anything, including extreme S&M.=20 + +Films are delivered electronically. You will recieve email with link to=20 +download the movie. Sample of the scripts are in free section on our pages= +=20 +www.xmoviedirector.com=20 + +You can see the movies and compare with the scripts. There are other free= +=20 +videos (every week new five small videos) and galleries with S=02?pictures.= +=20 + +visit us at our website www.xmoviedirector.com=20 + +#######################################################################=20 +To discontinue receipt of further notice and to be removed from our databas= +e,=20 +please=20 +reply with the word Remove in subject. Or call us at #954/340/1628 leave yo= +ur=20 +email=20 +address for removal from the database and future mailings. Any attempts to= +=20 +disrupt=20 +the removal email address etc., will not allow us to be able to retrieve an= +d=20 +process=20 +the remove requests.=20 +####################################################################### + +? + + +? + +? + +? + +" +"arnold-j/all_documents/962.","Message-ID: <10826316.1075857612513.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 08:41:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: v/x +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +quit pressuring them i want to sell some too. actually sold a few at 9 on +the close + + + + +slafontaine@globalp.com on 01/31/2001 12:40:07 PM +To: John.Arnold@enron.com +cc: +Subject: Re: v/x + + + +i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it keeps +coming in. ill tell you why later + + + +" +"arnold-j/all_documents/963.","Message-ID: <25775135.1075857612535.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 04:28:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: h/j +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +agree guys are short h/j. hard to see a big move with cash/futures trading +flat. agree that it has some squeeze potential though. Started moving today +as, simultaneously, march started running up and j aron won a big customer +deal. customer, maybe a hedge fund, bot 1000+ jv 450 puts. weather +frustrating me too. a little long but it's in the backs so I haven't been +hurt. Sure would be nice to get some more weather and have this thing start +going crazy again. Seen liquids processing come back on at these levels. +Would guess more than 50% has from peak. Industrial demand different story. +industrial economy just so weak that many petchems and others are burning +less because of their markets, not fuel costs. Chrystler is a prime +example. Any switching back to gas from industrial or switching back to +domestic production from overseas muted by weak economy. + + + + +slafontaine@globalp.com on 01/31/2001 10:46:50 AM +To: jarnold@enron.com +cc: +Subject: h/j + + + +ive been short side just reversed in case weather-plus i think everyone and +his +brother short h/j agree? mite take a loss on it but seems low risk next day or +two from 45 cts. this weather pissing me off tho. you see much industrial +demand +and changeover in fuel switching t this feb -mar px level? my sources saying +yes. hope all is well. talk soon + + + +" +"arnold-j/all_documents/964.","Message-ID: <14983066.1075857612557.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 02:58:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: Re: Sherry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +we have 4 do you want them? + + + + +Errol McLaughlin@ENRON +01/31/2001 08:56 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: Sherry + +thanks + +" +"arnold-j/all_documents/965.","Message-ID: <27944993.1075857612578.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 00:44:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: Re: Sherry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i got 2 for tomorrow." +"arnold-j/all_documents/966.","Message-ID: <10127834.1075857612599.JavaMail.evans@thyme> +Date: Wed, 31 Jan 2001 00:24:00 -0800 (PST) +From: john.arnold@enron.com +To: errol.mclaughlin@enron.com +Subject: Re: Sherry +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Errol McLaughlin +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i will try to get tomorrow. if not, is another day okay? + + + + +Errol McLaughlin@ENRON +01/31/2001 07:46 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Sherry + +John, + +Could you do me a big favor. Sherry has been really working hard and doing a +good job. Do you think that you could talk with one of your contacts and get +her a pair of Rockets tickets. I know they are a playing the Clippers +tommorrow night. I know that no one else wants to see the Clippers, but +she's never been to a game and would really appreciate it. + +Thanks, + +Errol, X5-8274 + +" +"arnold-j/all_documents/967.","Message-ID: <30434366.1075857612621.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 09:46:00 -0800 (PST) +From: john.arnold@enron.com +To: caroline.abramo@enron.com +Subject: Re: smith barney AAA +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Caroline Abramo +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Contact Andy Rowe at 713 966 2107. +They are a medium term fundamental energy player. They have never indicated +any interest in anything besides nymex or hub gas daily, but that may +change. They have interest in trading on EOL but have not gotten approval +yet. + + + + +Caroline Abramo@ENRON +01/28/2001 03:37 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: smith barney AAA + +John- can you give me the name of your business line contact there, job +function and phone number? Also, whatever you know about their trading +style- are they macro, program, technical? Would they be interested in the +same service we give Tudor, i.e do they want a salesperson to bring them +ideas from our various trading groups?? Do they want to trade on-line or are +they already?? + +Based on what you come back with, I'll give a call over there and see how I +can resurrect the ISDA negotiations and get them trading... + +Talk to you Monday, +CA + +" +"arnold-j/all_documents/968.","Message-ID: <6633444.1075857612644.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 09:39:00 -0800 (PST) +From: john.arnold@enron.com +To: ampaez@earthlink.net +Subject: Re: Girlie Magazines +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Angelica Paez @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +thank you four you're note. i am only twelv years old so i wont bid anymore. +i am sorry. + + + + +Angelica Paez on 01/25/2001 09:35:23 PM +To: +cc: +Subject: Girlie Magazines + + +Since you are my high bidder on the girlie magazines, it is of utmost +importance that you be of 21 years of age or older due to graphic material. +If scantily clad gals offend you or you are of a religious nature, please do +not bid further. On the other hand, if you like it, bid on! Thank you. +-- +--- +Angelica M. Paez + + + +" +"arnold-j/all_documents/969.","Message-ID: <20476558.1075857612665.JavaMail.evans@thyme> +Date: Tue, 30 Jan 2001 05:05:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Re: Access training - please respond +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +check with mike and dutch. can they come any earlier? + + + + +Ina Rangel +01/30/2001 12:31 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Access training - please respond + +John, + +The guy from Nymex can not come until next week, Thursday 2/8/01 at 4:00. +It will last at a minimum of three hours and a maximum of 4 hours (which is +unlikely). + There is nothing on your calendar for that day. Will this day and time work +for you? Let me know and then I will send an email out to the desk to make +arrangements to attend the meeting that day. + +-Ina + + +" +"arnold-j/all_documents/97.","Message-ID: <24008056.1075849626396.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 03:25:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: douglas.cummins@enron.com +Subject: Thank you, Doug! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Douglas Cummins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Douglas, + +A HUGE THANK YOU from me to you! This is exactly what I was hoping for (even +if the amount of purchase is not what some folks might have been wishing for, +the reply is critically important)! I really appreciate your having taken +the time to help out by providing this information. + +I will check back with you on Thursday, if I haven't heard from you by then, +to see about the ""commitment letter""! + +Thank you again, + +Jeff +p.s. I will be forwarding your note to Randy Matson and Bob Martinez, to see +if it would help them in their efforts. I'll also copy you on that one. + + + + Douglas Cummins@ECT + 12/12/2000 06:37 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications, Stephen +Morse/Enron Communications@Enron Communications + Subject: Re: Urgent - Please Read - BMC question + +Jeff, + +Honestly and for your (Enron) eyes only - attached is the modified +spreadsheet of what my group is seriously looking at purchasing. Basically, +we like their Change Management tools but not really interested in Patrol +(monitoring). + +We will have a more definitive answer by Thursday. We DBA's (eCommerce, +Corp, and London) are trying to make a joint decision, but the other two +groups are dragging out their evaluations... + + + +Regards, +Douglas + + +" +"arnold-j/all_documents/970.","Message-ID: <15264802.1075857612687.JavaMail.evans@thyme> +Date: Mon, 29 Jan 2001 08:06:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you're done + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Re: + +does this mean that you are a seller at 70% of the number you put in your +retail column?? If so.... + +i will take + +PJ Fluer +Dom +La Grande Dame + +the cristal looks a little pricey @ 200, but @ 140 i'll take that too. + + + + +John Arnold +01/22/2001 09:37 PM +To: Greg Whalley/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT +cc: +Subject: + +Gentlemen: +The following champagne is available at 70% of approximate retail price. Also +have interest in trading for red wine. Retail prices derived from Spec's +website or Winesearcer.com. Wine has been stored at temperature controlled +private wine storage facility. + + +Quan Vintage Wine Retail +3 1990 Perrier Jouet Brut Fleur de Champagne 110 +1 1988 Piper Heidsek Reserve 65 +2 1990 Dom Perignon 125 +1 1990 Veuve Cliquot Ponsardin La Grande Dame 100 +1 1988 Taittenger Millesine Brut 85 +1 1992 Jacquart Millesine 29 +3 1990 Roederer Cristal 200 + +Any interest?? + + + + +" +"arnold-j/all_documents/971.","Message-ID: <31910975.1075857612709.JavaMail.evans@thyme> +Date: Fri, 26 Jan 2001 04:07:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Eloy Escobar Review +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Please respond to Jennifer +---------------------- Forwarded by John Arnold/HOU/ECT on 01/26/2001 12:06 +PM --------------------------- + + + + From: Jennifer Fraser 01/26/2001 11:04 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Eloy Escobar Review + +Are you going to do this? I am happy to--- I just need you to print the +forms--- i'll do it and we can jointly sign and keep everyone happy. IF it's +okay with you I am going to give him his numbers +JF +" +"arnold-j/all_documents/972.","Message-ID: <27274357.1075857612731.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:54:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Andy: +I just briefed Lavorato on the credit issues. His comment was that Bradford +is going through defcom 3 over California right now and to give him a week +when things start to get sorted out there. +John" +"arnold-j/all_documents/973.","Message-ID: <13037466.1075857612752.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:51:00 -0800 (PST) +From: john.arnold@enron.com +To: andy.zipper@enron.com, jay.webb@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Andy Zipper, Jay Webb +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Guys: +We are going to run EOL on Sunday from 2-4 pm due to the big game. Can you +post a message on EOL to that respect. +Thx, +John" +"arnold-j/all_documents/974.","Message-ID: <10259920.1075857612774.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:49:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Greg: +Somehow I talked Lavo into it. Can you reserve your jet for this Sunday +around midnight? +Thanks, +John" +"arnold-j/all_documents/975.","Message-ID: <2259188.1075857612795.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 09:47:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.fraser@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Fraser +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +huh? + + + + + + From: Jennifer Fraser 01/24/2001 01:57 PM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: + +have you considered GD vs HO daily (HH vs NYHO) + +" +"arnold-j/all_documents/976.","Message-ID: <20124322.1075857612821.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 01:48:00 -0800 (PST) +From: john.arnold@enron.com +To: dutch.quigley@enron.com +Subject: KCS VPP +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Dutch Quigley +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/24/2001 09:52 +AM --------------------------- + + + + From: Ross Prevatt 01/24/2001 08:19 AM + + +To: John Arnold/HOU/ECT@ECT +cc: +Subject: KCS VPP + + +" +"arnold-j/all_documents/977.","Message-ID: <815168.1075857612842.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 01:23:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +make that 450 @ 11.75" +"arnold-j/all_documents/978.","Message-ID: <10321114.1075857612863.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 01:22:00 -0800 (PST) +From: john.arnold@enron.com +To: matthew.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Matthew Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +you bot 475 at 11.75" +"arnold-j/all_documents/979.","Message-ID: <24107484.1075857612885.JavaMail.evans@thyme> +Date: Wed, 24 Jan 2001 00:07:00 -0800 (PST) +From: john.arnold@enron.com +To: michael.byrne@americas.bnpparibas.com +Subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: michael.byrne@americas.bnpparibas.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +83" +"arnold-j/all_documents/98.","Message-ID: <11365972.1075849626419.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 04:27:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: RE: EES contact on the PCC Ball Valves deal +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/13/2000= +=20 +12:27 PM --------------------------- + + +""Peter Eichler"" on 12/13/2000 12:15:35 PM +Please respond to +To: +cc: ""ENRON John Will"" , ""PCC Ball Valves Aldo Bargeri=20 +\(SMgr\)"" , ""PCC Ball Valves Roberto Bartolena""=20 +=20 + +Subject: RE: EES contact on the PCC Ball Valves deal + +Sarah-Joy.... + +The only person I have been working on in Enron about Ball Valves is John +Will. + +For Enron to come to PCC Ball Valves outside Milan Italy for a quality audi= +t +(as proposed by John), the correct people to contact are: + +Roberto Bartolena - Managing Director Phone number 39-02-9379-9127 e-mail +robart@pccbv.it + +Aldo Bargeri - Sales Mgr Phone number same as above... e-mail +abargeri@pccbv.it + +I look forward to PCC BV becoming an approved supplier for your +international work.... + +Pete +-----Original Message----- +From: Sarah-Joy.Hunter@enron.com [mailto:Sarah-Joy.Hunter@enron.com] +Sent: Wednesday, December 13, 2000 7:53 AM +To: peichler@pccflow.com +Subject: Re: EES contact on the PCC Ball Valves deal + + +Pete: + +I work with John Will in Enron Corporation, Global Strategic Sourcing. He +asked me to follow up with you regarding WHO you have been working with in +EES on the PCC Ball Valves deal. Thanks for letting me know! + +Sarah-Joy +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/13/2000 +07:49 AM --------------------------- + +From: John Will on 12/12/2000 08:29 PM + +To: Sarah-Joy Hunter/NA/Enron@Enron +cc: + +Subject: Re: Update (Document link: Sarah-Joy Hunter) + +Pete's number is: 281 775 1694 +Thanks! +jw + + + + + + Sarah-Joy + Hunter To: John Will/NA/Enron@ENRON + cc: + 12/12/2000 Subject: Update + 06:58 AM + + + + + +J + + ""Peter + Eichler"" To: ""ENRON John Will"" + + Subject: Update + + 12/11/00 + 01:23 PM + Please + respond to + peichler + + + + + + + +John.... + +Since we last met, a letter of Intent has been signed by PCC with EES +(Enron Energy Services).... + +I have heard that our=01;Byron Gaddis was trying to reach you=01; about an= +y +ideas you might have for large structural parts (remember out titanium +casting capability for jet engine turbine blades as well as generator +turbine blades).... + +In any case... we definitely want to make sure PCC Ball Valves is your +INTERNATIONAL (non-USA) Project ball valve supplier for gas pipelines... +How are we doing to get that distinction? + +Pete + + + + + + + + + + + + + + + +" +"arnold-j/all_documents/980.","Message-ID: <4728931.1075857612907.JavaMail.evans@thyme> +Date: Tue, 23 Jan 2001 23:13:00 -0800 (PST) +From: john.arnold@enron.com +To: mike.maggi@enron.com +Subject: daily charts and matrices as hot links 1/24 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Mike Maggi +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/24/2001 07:12 +AM --------------------------- + + +SOblander@carrfut.com on 01/24/2001 06:25:43 AM +To: soblander@carrfut.com +cc: +Subject: daily charts and matrices as hot links 1/24 + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. , 2000 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Crude http://www.carrfut.com/research/Energy1/crude13.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas13.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil13.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded13.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/Stripmatrix13.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG13.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL13.pdf + + + + + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + +" +"arnold-j/all_documents/981.","Message-ID: <22256518.1075857612932.JavaMail.evans@thyme> +Date: Tue, 23 Jan 2001 00:10:00 -0800 (PST) +From: john.arnold@enron.com +To: bill.white@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Bill White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Any interest in King Biscuit after work??" +"arnold-j/all_documents/982.","Message-ID: <505232.1075857612954.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 13:37:00 -0800 (PST) +From: john.arnold@enron.com +To: greg.whalley@enron.com, peter.keavey@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Greg Whalley, Peter F Keavey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Gentlemen: +The following champagne is available at 70% of approximate retail price. Also +have interest in trading for red wine. Retail prices derived from Spec's +website or Winesearcer.com. Wine has been stored at temperature controlled +private wine storage facility. + + +Quan Vintage Wine Retail +3 1990 Perrier Jouet Brut Fleur de Champagne 110 +1 1988 Piper Heidsek Reserve 65 +2 1990 Dom Perignon 125 +1 1990 Veuve Cliquot Ponsardin La Grande Dame 100 +1 1988 Taittenger Millesine Brut 85 +1 1992 Jacquart Millesine 29 +3 1990 Roederer Cristal 200 + +Any interest??" +"arnold-j/all_documents/983.","Message-ID: <2178425.1075857612977.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 13:30:00 -0800 (PST) +From: john.arnold@enron.com +To: jennifer.shipos@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jennifer Shipos +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Hey: +Sorry I've taken a few days to respond. Just the more I think about it, the +worse of an idea it seems for both of us. There is nothing good that can +come of it either professionally or personally. I still regard you as a good +friend. Nothing has changed that nor do I think we need to act weird around +each other going forward. Something I think we both wanted to try and we +did. Maybe best left there though. +John" +"arnold-j/all_documents/984.","Message-ID: <4918911.1075857613017.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 10:57:00 -0800 (PST) +From: john.arnold@enron.com +To: sarah.wesner@enron.com +Subject: Re: Fimat +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Sarah Wesner +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +fine + + +From: Sarah Wesner/ENRON@enronXgate on 01/22/2001 03:17 PM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Fimat + +John - do you mind sharing your Fimat line with the crude traders? Current +usage is about $6 million. Also Warren thought that he might be able to +change the variation limit from about $10 million to $6 million. This change +would allow us to use the line for $14 million for original margin (they have +a good rate.) Warren is going to call you about it. Sarah + +" +"arnold-j/all_documents/985.","Message-ID: <27577764.1075857613039.JavaMail.evans@thyme> +Date: Mon, 22 Jan 2001 06:32:00 -0800 (PST) +From: john.arnold@enron.com +To: thomas.white@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Thomas E White +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Tom: +My assistant spoke to Judy Smith about myself and my partner grabbing an +extra seat on the jet to Tampa. + +My partner and I were invited to the game by a couple of gentlemen from New +York that I do business with. Unfortunately, since I run the nat gas +derivatives desk and February expiration is next Monday, the only way we +could go is if the jet were coming back Sunday night. No commercial flights +would get us back in time. + +Judy indicated it was fine if we caught a ride on the way back, so my +contacts in NY booked the trip, including buying game tickets. I am now +hearing that you may be leaving early Sunday night. I was just wondering if +your plans had firmed up. Obviously, it would be tremendously helpful to me +if the plane were leaving after the game. + +Please advise, +John" +"arnold-j/all_documents/986.","Message-ID: <12122627.1075857613061.JavaMail.evans@thyme> +Date: Thu, 18 Jan 2001 02:41:00 -0800 (PST) +From: john.arnold@enron.com +To: jeffrey.shankman@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Jeffrey A Shankman +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +jeff: +checking to see if you're still on for dinner. wine room at aldo's at 7:00. +drinks at your place before? + +john" +"arnold-j/all_documents/987.","Message-ID: <2495423.1075857613085.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:11:00 -0800 (PST) +From: john.arnold@enron.com +To: cacio@copergas.com.br +Subject: Re: A SUPER 2001(from BRAZIL) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +cacio, +try jshankm@enron.com +john + + + + +""Cacio P. Carvalho"" on 01/17/2001 12:21:11 PM +Please respond to +To: +cc: +Subject: A SUPER 2001(from BRAZIL) + + + + +Dear John, + +First of all, congratulations. You have made headlines in Brazil. +Whenever you come to our country, let me know, so I can provide you with +assitance. + +When convenient, please let me know Jeff Shenkman's(Enron Global Markets) +email, so I can get in contact. + +All the best, + +Cacio Carvalho + + +____________________________________________________ + +Dear Jeff, +After reading a series of reports on Enron Global Markets, I decided to get +in contact. +I live in Brazil and had a chance to meet Jim Ballantine whom was(until +recently) heading Enron's operations in Brazil. +Currently, I work as an Strategic Planning Manager at Copergas, a Natural +Gas Distributor located in Northeast Brazil (partly owned by Enron). +Jim once mentioned that EOL intends to come to Brazil. According to the +press, Enron Global Markets will be responsable for expanding the EOL +platform worldwide. +I want you to know that my professional background includes IT, Government, +Marketing and Business Development. When Enron Global Markets decides to +expand into Brazil, let me know. I will be more than happy to join such an +outstanding team. +My best and a SUPER 2001, +Cacio Carvalho + + + +" +"arnold-j/all_documents/988.","Message-ID: <31095377.1075857613107.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:07:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: Spring Recruiting at Vanderbilt +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/17/2001 07:03 +PM --------------------------- + + + + From: Beth Miertschin 01/16/2001 03:21 PM + + +To: Nicole Alvino/HOU/ECT@ECT, Brian Steinbrueck/AA/Corp/Enron@Enron, Katie +Stowers/HOU/ECT, James Wininger/NA/Enron, Ashley Dietz/Enron +Communications@Enron Communications, John Arnold/HOU/ECT@ECT, Jodi +Thrasher/HOU/EES@EES, Russell T Kelley/HOU/ECT@ECT, Cheryl +Lipshutz/HOU/ECT@ECT, Steve Venturatos/HOU/ECT@ECT, Michelle +Juden/HOU/EES@EES, Christine Straatmann/HOU/EES@EES +cc: Jeffrey McMahon/HOU/ECT@ECT, Sue Ford/HOU/ECT +Subject: Spring Recruiting at Vanderbilt + +Hello Vanderbilt Team! + +First, Congratulations on a wonderful Fall! Of the 13 offers extended, we +have 3 declines, 3 outstanding, and 7 acceptances! + +Now its time for Summer Intern recruiting. Jeff McMahon and I met to +finalize the schedule and assigned each of you a time to participate. If you +are unable to attend the event for which you are scheduled, please find a +replacement and let me know as soon as possible. I will assume that everyone +is attending their assigned event unless I am told otherwise. + +Jan. 22, 7:00 PM - Outstanding and Accepted Offer Dinner - Nicole Alvino, +Brian Steinbrueck, Katie Stowers, Jim Wininger, Ashley Dietz +Jan. 23, 1 - 5 PM - Intern Career Fair - Jim Wininger, Ashley Dietz, Brian +Steinbrueck +Jan. 23, TBD - Enron Research Fellows Interviews - Nicole Alvino, Katie +Stowers + +Jan. 31, 7:00 PM - Open Presentation - Jeff McMahon, John Arnold, Jodi +Thrasher, Rusty Kelley +Jan. 31, 8:00 PM - Dinner with Research Fellows - Jeff McMahon, John Arnold, +Jodi Thrasher, Rusty Kelley + +Feb. 11, 7:00 PM - Pre-Interview Reception - Cheryl Lipshutz, Steve +Venturatos, Michelle Juden, Christine Straatman +Feb. 12, 8 - 4 - First Round Interviews - Cheryl Lipshutz, Steve Venturatos, +Michelle Juden, Christine Straatman +Feb. 13, Second Round Interviews - Jeff McMahon, Jeff Ader, Andy Zipper + +If any of you have any questions or need additional information, please call +me at 3-0322 or Shawna Johnson at 5-8369. You will receive detailed event +sheets as we get closer to each event. Thanks again to everyone who helped +make this Fall so successful! +Beth +" +"arnold-j/all_documents/989.","Message-ID: <9735687.1075857613128.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:05:00 -0800 (PST) +From: john.arnold@enron.com +To: soblander@carrfut.com +Subject: Re: Dinner this Thursday night? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: SOblander@carrfut.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +scott: +we'll do it next time you're in town. +thanks, +john + + + + +SOblander@carrfut.com on 01/16/2001 04:39:46 PM +To: John.Arnold@enron.com +cc: +Subject: Dinner this Thursday night? + + +John, +Thomas Carroll and I would like to know if you would be available for +dinner this Thursday night the 18th? +Possibly 7 PM? +Let me know. +Scott + +Carr Futures +150 S. Wacker Dr., Suite 1500 +Chicago, IL 60606 USA +Tel: 312-368-6149 +Fax: 312-368-2281 +soblander@carrfut.com +http://www.carrfut.com + + +" +"arnold-j/all_documents/99.","Message-ID: <2526398.1075849626476.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 04:36:00 -0800 (PST) +From: mark.hudgens@enron.com +To: jennifer.medcalf@enron.com +Subject: Cross-sell opportunity +Cc: john.gillespie@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.gillespie@enron.com +X-From: Mark Hudgens +X-To: Jennifer Medcalf +X-cc: John Gillespie +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\All documents +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +We signed a contract with Requisite Technology (http://www.requisite.com) +Monday night to provide electronic cataloging tools for our SAP system +(they're replacing the i2Technologies products currently in place. + +Requisite hosts catalogs for many major companies and digital marketplaces. +They have offices in Westminster, CO and Toronto. John and I discussed the +opportunities Tuesday, and there may be one with EBS. EES is probably less +likely, but it may be worth the investigation. + +I know the VP of Sales, North America, so let me know if you're interested in +pursuing, and when. + +Thanks. + +Mark Hudgens +Enron Global Strategic Sourcing +Director, eCommerce Content Development +713-345-6544 +713-569-7401 (cellular) +mark.hudgens@enron.com" +"arnold-j/all_documents/990.","Message-ID: <16291294.1075857613152.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:05:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: Vanguard +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +no thx +i'll send them soon + + + + +Karen Arnold on 01/16/2001 09:29:13 PM +To: john.arnold@enron.com +cc: +Subject: Vanguard + + +I finished your 1999 Vanguard statements. Do you want me to return them to +you? +Now I need your 2000 year end statements. Please forward as soon as possible. +Thank you once again for George Foreman. +Love, Mom + + +" +"arnold-j/all_documents/991.","Message-ID: <3629284.1075857613173.JavaMail.evans@thyme> +Date: Wed, 17 Jan 2001 11:02:00 -0800 (PST) +From: john.arnold@enron.com +To: liz.taylor@enron.com +Subject: Re: Destiny's Child +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Liz M Taylor +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +of course. i think you have a few favors in the bank with me. do you need 4 +or 8? + + + + +Liz M Taylor +01/17/2001 11:49 AM +To: John Arnold/HOU/ECT@ECT +cc: +Subject: Destiny's Child + +Hi John, + +Destiny's Child is performing at the LiveStock & Rodeo Show on Sunday, Feb. +18. I have two little nieces who are huge fans. I would love to take them +to the show. + +I was wondering if you could use your broker contacts for some really great +seats( 4 to 8)(indivdual or in a suite) I'm more than willing to pay for the +tickets. + +I'll take care of you down the road w/Rockets, Astros and Texan ticket! + +Liz + +" +"arnold-j/all_documents/992.","Message-ID: <28984564.1075857613195.JavaMail.evans@thyme> +Date: Sat, 13 Jan 2001 12:58:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: PLEASE NOTE THAT THE DATE FOR THE 1ST MEETING IS JANUARY 16 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +---------------------- Forwarded by John Arnold/HOU/ECT on 01/13/2001 08:54 +PM --------------------------- + +Jennifer Burns + +01/12/2001 12:46 PM + +To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Michael W +Bradley/HOU/ECT@ECT, Jennifer Fraser/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, +Adam Gross/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, John J +Lavorato/Corp/Enron@Enron, Kevin McGowan/Corp/Enron@ENRON, Vince J +Kaminski/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, +Fletcher J Sturm/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Bill +White/NA/Enron@Enron +cc: Jeffrey A Shankman/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT +Subject: PLEASE NOTE THAT THE DATE FOR THE 1ST MEETING IS JANUARY 16 + +As mentioned during the fourth quarter, Gary and I would like to begin +regular meetings of our Trader's Roundtable. The ideas generated from this +group should be longer term trading opportunities for Enron covering the +markets we manage. In addition, this forum will provide for cross commodity +education, insight into many areas of Enron's businesses, and promote +aggressive ideas. + +Each week, we'll summarize commodity trading activity, and provide an open +forum for discussion. Your input is valuable, and we've limited this group +to our most experienced traders, and would appreciate regular participation. +Our first meeting will be Tuesday, January 16 at 4:00pm in EB3321. +" +"arnold-j/all_documents/993.","Message-ID: <333578.1075857613217.JavaMail.evans@thyme> +Date: Sat, 13 Jan 2001 12:58:00 -0800 (PST) +From: john.arnold@enron.com +To: vince.kaminski@enron.com +Subject: Re: Tiger Team meeting Jeff Shankman's office +Cc: ina.rangel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ina.rangel@enron.com +X-From: John Arnold +X-To: Vince J Kaminski +X-cc: Ina Rangel +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +I'll be there + + + + +Vince J Kaminski +01/12/2001 04:41 PM +To: Fletcher J Sturm/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Louise +Kitchen/HOU/ECT@ECT +cc: Vince J Kaminski/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Christie +Patrick/HOU/ECT@ECT +Subject: Tiger Team meeting Jeff Shankman's office + +I would like to invite you to a meeting with Jeff Shankman on Tuesday +January 16, 3:30 p.m. at Jeff Shankman's office. + +We are meeting to plan the agenda for the Tiger Team, a group of about 20 +Wharton School +students visiting Enron. A Wharton tiger team works through a semester on a +special project, proposed by +a corporation. The team sponsored by Enron works on project regarding the +impact of +electronic trading on the energy markets. The semester long project will +result in a report that +will be submitted to Enron for review and evaluation. I hope that you will +find this report useful. + + We have invited our tiger team to visit Enron. The students will arrive on +Thursday, +January 18, and will spend Friday at Enron. I would appreciate if you could +find 30 minutes +on Friday to talk to the students. + +The meeting with Jeff on Tuesday should not last longer than 10-15 minutes. + +Vince + +" +"arnold-j/all_documents/994.","Message-ID: <2855304.1075857613239.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 15:29:00 -0800 (PST) +From: john.arnold@enron.com +To: ina.rangel@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Ina Rangel +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +ina +telerate on my computer at home is not working. can you get fixed? +john" +"arnold-j/all_documents/995.","Message-ID: <6266832.1075857613260.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 15:24:00 -0800 (PST) +From: john.arnold@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +speed on eol +message for monday +how to move to algorithms +dave or tom moran" +"arnold-j/all_documents/996.","Message-ID: <32839695.1075857613282.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 15:20:00 -0800 (PST) +From: john.arnold@enron.com +To: klarnold@flash.net +Subject: Re: okey dokey +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: Karen Arnold @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i don't ask...i think he think he'll jinx it if he talks about it. + + + + +Karen Arnold on 01/11/2001 08:19:05 PM +To: john.arnold@enron.com +cc: +Subject: okey dokey + + +You are having dinner with the two of them of Friday?? You must give me a +full report!!!! +Do you hear anything more about Matthew being transferred overseas? + +" +"arnold-j/all_documents/997.","Message-ID: <33461575.1075857613304.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 12:20:00 -0800 (PST) +From: john.arnold@enron.com +To: jenwhite7@zdnetonebox.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Jennifer White"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +i said i'm a vp and run natural gas derivatives trading and she asked if she +could eliminate derivatives because then she'd have to write two more +sentences about what that was. + + + + +""Jennifer White"" on 01/11/2001 01:13:11 PM +To: john.arnold@enron.com +cc: +Subject: + + +There is no John Taylor at Ocean, and I don't remember the other name +you mentioned on the phone. Whoever you were talking to last night was +confused. + +I found the article in the Baltimore Sun. Since when are you VP of natural +gas trading? + +I'm meeting the girls at Saba tonight in the event you don't have plans +and want to join us. + +Jen + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com + + +" +"arnold-j/all_documents/998.","Message-ID: <16420683.1075857613326.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 12:16:00 -0800 (PST) +From: john.arnold@enron.com +To: slafontaine@globalp.com +Subject: Re: ngas and economy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: slafontaine@globalp.com @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +a couple of observations from here: +cash/futures getting whacked. whereas last weekend cash traded $1 over G, +this weekend will probably trade $.15 over. the lack of weather giving the +market time to regroup. good thing because another week of cold and the +system was going to break. certainly still has that chance in feb. saw +utilities recently staying on a verystrict withdrawal schedule and meeting +any extra demand through spot market. in effect, they said we're not +withdrawing anymore so we'll buy marketers storage. they had to encourage +marketers to sell it to them, so cash was extremely strong in periods of even +normal demand and should continue to be if/when any weather comes again. +this week demand so low that utilities can meet demand without buying much in +mkt. g/h getting whacked in sympathy. +probably priced 25 term deals through broker market and own originators in +past two days. 24 were from the buy side. it's as if pira came in and told +everyone term was cheap. however, they've got the opposite view. customers +just seeing gas at $4 anytime as being okay now. don't see any let up in +back support for a while. +front spreads the hardest call right now. g/h h/j j/k ??? can't decide what +to do with them and from the volatility in them, appears neither can anybody +else. almost think best play is taking feb gas daily against march, hoping +for a cold spell that breaks the system and get a couple $20+ prints in +cash. probably as likely to happen in g as h and g/h has much less +downside. + +doing well here. actually having the best month ever 11 days in. played +front short against term length. got out of front shorts today. probably +early but gas has a history of getting off the canvas when least expected. +will keep term length meanwhile. i've hated summer backwardation forever. +agree about u/h. a little less crazy about the trade now because i think +the easy money was made over the past two days. unbelievable spec demand for +next winter over past week kept summer winter spread constant on rally up and +crushed on move down. jv/xh went from 22 to 3.5 in 5 days while front +virtually unchanged. + +don't know what to think of this summer longer term. certainly not as easy +as it was last summer when it was obvious $3 was not equilibrium for gas. +now $6 for this summer, i don't know. we're gonna have to inject the hell +out of gas and keep some demand priced out for a long time. but we will feel +production increase hit the market. just buy vol. + + + + +slafontaine@globalp.com on 01/11/2001 04:48:32 PM +To: slafontaine@globalp.com +cc: jarnold@enron.com +Subject: Re: ngas and economy + + + +im getting really bullish mar/may-deliverabulty ayt these propective stx gonna +be hampered big time-thyre expensive but im not sure the mkt has a feeling for +what gas can do yet with normal weather and implications on the economy-as a +real estate owner getting a little scared. ngas is going to wreck morot +gasoline +now-watch it go next then maybe heating oil + +you doing alrite? + + + +" +"arnold-j/all_documents/999.","Message-ID: <30777631.1075857613348.JavaMail.evans@thyme> +Date: Thu, 11 Jan 2001 11:43:00 -0800 (PST) +From: john.arnold@enron.com +To: stephen.piasio@ssmb.com +Subject: Re: credit facility +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Arnold +X-To: ""Piasio, Stephen [FI]"" @ ENRON +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents +X-Origin: Arnold-J +X-FileName: Jarnold.nsf + +Glad to hear progress is being made. +I went to Vandy but a little later... 1992-5. + + + + +""Piasio, Stephen [FI]"" on 01/11/2001 01:27:20 PM +To: ""'jarnold@enron.com'"" +cc: +Subject: credit facility + + +Significant progress was recently made between Enron's and Salomon Smith +Barney's counsels. We have offered Enron a $50 million facility that can be +used for both original and variation margin. With these elevated NYMEX +margins, I am sure it will help your P/L. + +Our counsel, Bob Klein is meeting with Citibank's attorneys to discuss some +of the small issues where we both share some exposure. + +Citibank is one of your lead commercial banks while SSB is one of your lead +investment banks. The relationship is so sound, we will work out the +wrinkles. I'll be in touch. + +P.S. Someone told me you went to Vanderbilt..any chance 1988-1992ish? + + +" +"arnold-j/avaya/1.","Message-ID: <31599077.1075849627629.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 08:56:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.stewart@enron.com +Subject: RE: Avaya mtgs +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Avaya +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, I'm not so territorial that fire hydrants and trees are on my +priority list, but I thought that I was doing my job OK on this. If I read +Crowder's FWD to Kim in a certain ""tone"", it appears to me that they feel I +am overstepping. I'm sure there is a better way for me to coordinate and +facilitate these meetings, and do so in such a ""tone"" that Jim doesn't react +the way I sense he did, so I'll be coming to you to discuss, OK? + +On a lighter note (I hope), I hope your NY trip went well, and I'll see you +tomorrow! + +Thank you, + +Jeff + +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/27/2000 04:49 PM ----- + + Kim Godfrey@ENRON COMMUNICATIONS + 11/27/2000 08:41 AM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: RE: Enron / Avaya meetings: calendar + +Please include me on these EMails. + +thanks, + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 11/27/00 08:44 AM ----- + + Jim Crowder + 11/22/00 11:59 AM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: + Subject: RE: Enron / Avaya meetings: calendar + +again, you should be driving this. let's discuss next week. +----- Forwarded by Jim Crowder/Enron Communications on 11/22/00 09:58 AM ----- + + Jeff Youngflesh@ENRON + 11/21/00 02:45 PM + + To: Everett Plante/Enron Communications@Enron Communications, Jim +Crowder/Enron Communications@Enron Communications, Larry Ciscon/Enron +Communications@Enron Communications + cc: Jennifer Stewart/NA/Enron@Enron, Nancy Young/Enron Communications@Enron +Communications, Steve Pearlman/Enron Communications@Enron Communications, +thadwhite@avaya.com, Marie Thibaut/Enron Communications@Enron Communications + Subject: RE: Enron / Avaya meetings: calendar + + +Mission/Purpose: Coordinate EBS Executive Calendars +for EBS' trip to Avaya HQ in Basking Ridge, NJ + +This is targeted as a one-day trip for the Enron executives +Daily objectives highlighted in red, further below. + +Individual items per person follow immediately: + +Jim, + +I have spoken w/Nancy Young, and we have penciled in +that you could possibly make the trip on December 19th, +20th, or 21st; OR January 9th, 10th, or 11th. If Larry and Everett +can also join on one of the same days you are penciled in +for, I would like to book your time for the meeting. + +Larry, + +I have left you a voicemail, and this note. Please let me +know ASAP which of the days that I have penciled in for +Jim Crowder's attendance would also work for you. + +Everett, + +I have called Marie Thibaut and left her the information on +her voicemail. Since she's out, I'll send this to you directly, +as well. Will you also let me know which days (above) +work best for you? + +Steve Pearlman, + +You and I have spoken, I have your availability info. Thank you. + + ++++++++++++++++++++++++++++++++++++++++ + +To clarify the purpose of the Avaya trip: the first day (only) +is for executives to investigate the following items -- +1) what value can EBS deliver to Avaya for Avaya internal +use (product/service solutions, financing, etc.) EBS sell +EBS' solutions to Avaya for Avaya internal use +2) ideas for opportunities for Avaya and EBS to enter into +a ""sell through/sell with"" arrangement, whereby some type +of joint marketing efforts could be enjoined. EBS sell with, +and/or through the Avaya sales organization + + +The second day (only) would be for Avaya and EBS +development/technical staff to meet and brainstorm the: +1) results of the executive meetings' output from 1&2 above, +discuss output of day 1 meetings, & technical issues +and opportunities +and 2) what technical hurdles or opportunities exist which +could enable successful EBS efforts to sell EBS solutions + to Avaya and through Avaya or with Avaya's sales & +marketing team. Larry Ciscon may choose to attend both +days due to the nature of his mission. + + +++++++++++++++++++++++++++++++++++++ + +Please let me know as soon as you can which day or +days would work best for you to make the trip. I need to +get things coordinated with my counterpart at Avaya so +he can schedule his executives' time, and their briefing +center facility. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 03:56 PM ----- + + Jeff Youngflesh + 11/21/2000 10:44 AM + + To: thadwhite@avaya.com + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Thad, can you give Barbara a ""hold"" on this until you and I get the +people scheduled? I have just returned from a day off, and don't +have the information I needed yet. It still looks like Jan 8-9 may be +leading date candidates, with the 19/20 or 20/21 of December being +possible alternates... + +Thank you, + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- + + ""Korp, Barbara I (Barbara)"" + 11/20/2000 01:22 PM + + To: ""'jeff.youngflesh@enron.com'"" + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Jeff, + +I'm in the process of booking the Avaya Briefing Center and need to know how +many people from Enron will be visiting our headquarters. I've asked for +the afternoon of December 13th and all day on the 14th. + +Barb + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + +" +"arnold-j/avaya/2.","Message-ID: <19697374.1075849627656.JavaMail.evans@thyme> +Date: Tue, 28 Nov 2000 04:50:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.stewart@enron.com +Subject: RE: Enron / Avaya mtgs, from Serge's AA +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Avaya +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +I hope James is getting the treatment he needs to get on the way back to +normal! + +As you can see below from the reply from Serge Minassian's AA, it would +appear that the note I +sent to Thad on the 21st hadn't been used to successfully transfer the info +to Barbara...I will +now call Kim Godfrey back (I was waiting on this response from Ms. Korp, so I +could better know +the Avaya Execs' calendars' status). + +I'll talk w/you later... + +Jeff + +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/28/2000 12:44 PM ----- + + ""Korp, Barbara I (Barbara)"" + 11/28/2000 07:59 AM + + To: ""'jeff.youngflesh@enron.com'"" + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Jeff, + +Thanks for the message and especially for letting me know that the meeting +will not be held on December 13th and 14th. I already reserved the Avaya +Briefing Center, but will be sure to cancel it this morning. + +If I can be of further assistance, do not hesitate to contact me. + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + +-----Original Message----- +From: jeff.youngflesh@enron.com [mailto:jeff.youngflesh@enron.com] +Sent: Tuesday, November 28, 2000 8:49 AM +To: bkorp@avaya.com +Cc: thadwhite@avaya.com; Jennifer.Stewart@enron.com +Subject: RE: Enron / Avaya meetings in Basking Ridge +Importance: High + + +Barbara, + +I do not know if you received a ""heads-up"" on this, +but since you are working with Executive calendars and the +Briefing Center resource, I wanted to make sure you had it. +Better safe than sorry, especially with the recent holidays. + +Thad White and I agreed that in order to properly simplify +the communications channels between our organizations, +that he and I should be the primary points of interconnection +for this particular project and these meetings. I apologize that +I do not have the calendar availability of the various Enron +Broadband Services executives, but given the opportunities +of having meetings in Basking Ridge either: (for 1.5 days of a +3 day period) December 19 - 21, 2000 or January 9 - 11, 2001; +the (tentative) preference leanings are toward rescheduling +the currently proposed dates of December 13/14 to the +January 2001 dates. + +I will keep Thad posted, and he will keep you posted. I +apologize for any delays or confusion, if any, but I will +periodically check in with you as well, to make sure we're +all on the same path. My primary communication focus will +be Thad, however, in order to minimize any confusion. + +Thank you, + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/28/2000 07:39 AM ----- + + + Jeff + + Youngflesh To: thadwhite@avaya.com + + cc: + + 11/21/2000 Subject: RE: Enron / Avaya +meetings in Basking Ridge + 10:44 AM + + + + + + + + +Thad, can you give Barbara a ""hold"" on this until you and I get the +people scheduled? I have just returned from a day off, and don't +have the information I needed yet. It still looks like Jan 8-9 may be +leading date candidates, with the 19/20 or 20/21 of December being +possible alternates... + +Thank you, + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- + + + ""Korp, + + Barbara I To: +""'jeff.youngflesh@enron.com'"" + (Barbara)"" cc: + + + + + + 11/20/2000 + + 01:22 PM + + + + + + + + +Jeff, + +I'm in the process of booking the Avaya Briefing Center and need to know +how +many people from Enron will be visiting our headquarters. I've asked for +the afternoon of December 13th and all day on the 14th. + +Barb + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + +-----Original Message----- +From: jeff.youngflesh@enron.com [mailto:jeff.youngflesh@enron.com] +Sent: Thursday, November 16, 2000 6:50 PM +To: bkorp@avaya.com; thadwhite@avaya.com; Kim_Godfrey@enron.net; +Larry.Ciscon@enron.com; Steve_Pearlman@enron.net; +Jennifer.Stewart@enron.com; Leslie.Scher@enron.com; kroswald@avaya.com; +davjohnson@avaya.com +Subject: RE: Enron / Avaya meetings in Basking Ridge +Importance: High + + + +Barbara, et. al.: + +After a flurry of phone calls, in which both Jennifer Stewart +and I have spoken with Serge Minassian, the following dates +look like the most likely targets: for the 1st day (half-day session), +Wednesday, December 13. For the 2nd day (full-day session), +Thursday, December 14th. + +Serge has indicated his availability for a 2-hour block of time, +on the 13th in the afternoon. That meeting would be essentially +an executive overview and strategy session for the appropriate +Avaya executives and the Enron Broadband Services exec- +utives. The bulk of that meeting would be EBS' presentation +of their Value Proposition for the potential EBS/Avaya efforts. + +The second day would be for members of Avaya's engineering +and development organizations, and possibly marketing; to +have a full day to meet with the equivalent EBS team. Both +software/firmware and product platform-type of concepts would +be examined, and any other area in which EBS and Avaya +development folks felt that there were possible synergies for +a solution or solutions for the following 2 primary areas: + +1) ""sell to"": EBS solutions to Avaya for internal use, and +2) ""sell through & sell with"": EBS and Avaya possibly +developing a solution for bringing to market in a similar +fashion to the Avaya/Siebel Systems' efforts. + +By way of copying this to the EBS team, I am asking that +they will coordinate with me whom they would be sending, +and to make sure that the 13th/14th of December fit into +the appropriate calendars. If there are any Avaya questions +related to development/engineering efforts, I would coordinate +as well, and most likely route to Larry Ciscon, or other EBS +engineering/development executive(s), as appropriate. + +Thank you again for your help, and we look forward to the +opportunity! + + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + + + + ""Korp, + + Barbara I To: ""White, Thad (Thad)"" +, + (Barbara)"" ""'jeff.youngflesh@enron.com'"" + + Subject: RE: Enron +Organization + + + + 11/15/2000 + + 02:55 PM + + + + + + + + +Jeff & Thad, + +I spoke with Serge this afternoon. He definitely wants to meet with Enron +as soon as possible, but only for a maximum of two hours. Two members of +his team will participate, Wayne Sam and Edward Chang. I will coordinate a +date with them and send a message of available days and times. + +If you have any questions, do not hesitate to call or write. + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + + + + + + + + + + +" +"arnold-j/avaya/3.","Message-ID: <5747001.1075849627682.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 03:50:00 -0800 (PST) +From: larry.ciscon@enron.com +To: jeff.youngflesh@enron.com +Subject: RE: Enron / Avaya meetings: calendar +Cc: jennifer.stewart@enron.com, kim.godfrey@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.stewart@enron.com, kim.godfrey@enron.com +X-From: Larry Ciscon +X-To: Jeff Youngflesh +X-cc: Jennifer Stewart, Kim Godfrey +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Avaya +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thanks. + + -larry + +--------- + +Lawrence A. Ciscon Enron Broadband Services, Inc. +VP Software Architecture 4828 Loop Central Dr. Suite 600, +Phone: (713)669-4020 Houston TX 77081 +larry_ciscon@enron.net + + + + + Jeff Youngflesh@ENRON + 11/29/00 05:07 PM + + To: Larry Ciscon/Enron Communications@ENRON COMMUNICATIONS + cc: Jennifer Stewart/NA/Enron@Enron, Kim Godfrey/Enron Communications@Enron +Communications + Subject: RE: Enron / Avaya meetings: calendar + +Larry, + +Thank you for getting back with me. To answer your question: It is looking +more and more like the week of January 8th. The meetings would be held using +approximately 1.5 days of a 3-day window: the 9th, 10th, and 11th. I have +input from Kim Godfrey, who is driving things on the EBS side, and I have a +tentative OK from Avaya for the window of the 9th - 11th. + +I will want to begin getting headcount of the EBS travelers, and the day(s) +which each would be attending. For example, you would probably attend both +days, while some of your team would be there exclusively for the 2nd day +meetings. I'm not sure Jim Crowder would be at both days, but Kim G. +certainly would, as would members of her origination team, including Systems +Engineer(s). + +I will call you this week to get your input re: who from your team would be +going, and for which days. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + + + Larry Ciscon@ENRON COMMUNICATIONS + 11/27/2000 08:31 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: RE: Enron / Avaya meetings: calendar + +Jeff, + +What's the current plan on this meeting? I agree that January would be a much +better time to meet, but I could also consider the December dates. + + -larry + +--------- + +Lawrence A. Ciscon Enron Broadband Services, Inc. +VP Software Architecture 4828 Loop Central Dr. Suite 600, +Phone: (713)669-4020 Houston TX 77081 +larry_ciscon@enron.net + + + + + Jeff Youngflesh@ENRON + 11/21/00 04:45 PM + + To: Everett Plante/Enron Communications@Enron Communications, Jim +Crowder/Enron Communications@Enron Communications, Larry Ciscon/Enron +Communications@Enron Communications + cc: Jennifer Stewart/NA/Enron@Enron, Nancy Young/Enron Communications@Enron +Communications, Steve Pearlman/Enron Communications@Enron Communications, +thadwhite@avaya.com, Marie Thibaut/Enron Communications@Enron Communications + Subject: RE: Enron / Avaya meetings: calendar + + +Mission/Purpose: Coordinate EBS Executive Calendars +for EBS' trip to Avaya HQ in Basking Ridge, NJ + +This is targeted as a one-day trip for the Enron executives +Daily objectives highlighted in red, further below. + +Individual items per person follow immediately: + +Jim, + +I have spoken w/Nancy Young, and we have penciled in +that you could possibly make the trip on December 19th, +20th, or 21st; OR January 9th, 10th, or 11th. If Larry and Everett +can also join on one of the same days you are penciled in +for, I would like to book your time for the meeting. + +Larry, + +I have left you a voicemail, and this note. Please let me +know ASAP which of the days that I have penciled in for +Jim Crowder's attendance would also work for you. + +Everett, + +I have called Marie Thibaut and left her the information on +her voicemail. Since she's out, I'll send this to you directly, +as well. Will you also let me know which days (above) +work best for you? + +Steve Pearlman, + +You and I have spoken, I have your availability info. Thank you. + + ++++++++++++++++++++++++++++++++++++++++ + +To clarify the purpose of the Avaya trip: the first day (only) +is for executives to investigate the following items -- +1) what value can EBS deliver to Avaya for Avaya internal +use (product/service solutions, financing, etc.) EBS sell +EBS' solutions to Avaya for Avaya internal use +2) ideas for opportunities for Avaya and EBS to enter into +a ""sell through/sell with"" arrangement, whereby some type +of joint marketing efforts could be enjoined. EBS sell with, +and/or through the Avaya sales organization + + +The second day (only) would be for Avaya and EBS +development/technical staff to meet and brainstorm the: +1) results of the executive meetings' output from 1&2 above, +discuss output of day 1 meetings, & technical issues +and opportunities +and 2) what technical hurdles or opportunities exist which +could enable successful EBS efforts to sell EBS solutions + to Avaya and through Avaya or with Avaya's sales & +marketing team. Larry Ciscon may choose to attend both +days due to the nature of his mission. + + +++++++++++++++++++++++++++++++++++++ + +Please let me know as soon as you can which day or +days would work best for you to make the trip. I need to +get things coordinated with my counterpart at Avaya so +he can schedule his executives' time, and their briefing +center facility. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 03:56 PM ----- + + Jeff Youngflesh + 11/21/2000 10:44 AM + + To: thadwhite@avaya.com + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Thad, can you give Barbara a ""hold"" on this until you and I get the +people scheduled? I have just returned from a day off, and don't +have the information I needed yet. It still looks like Jan 8-9 may be +leading date candidates, with the 19/20 or 20/21 of December being +possible alternates... + +Thank you, + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- + + ""Korp, Barbara I (Barbara)"" + 11/20/2000 01:22 PM + + To: ""'jeff.youngflesh@enron.com'"" + cc: + Subject: RE: Enron / Avaya meetings in Basking Ridge + +Jeff, + +I'm in the process of booking the Avaya Briefing Center and need to know how +many people from Enron will be visiting our headquarters. I've asked for +the afternoon of December 13th and all day on the 14th. + +Barb + +Barbara Korp +Avaya Inc. +Assistant to Serge Minassian +908-953-3771 +908-953-3772 (fax) +bkorp@avaya.com + + + + +" +"arnold-j/avaya/4.","Message-ID: <20191343.1075849627705.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 02:18:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: thadwhite@avaya.com +Subject: Enron/Avaya Meeting in Basking Ridge, wk of Jan 8, '01 +Cc: kroswald@avaya.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: kroswald@avaya.com +X-From: Jeff Youngflesh +X-To: thadwhite@avaya.com +X-cc: kroswald@avaya.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Avaya +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thad, + +Would you please get the calendars of your execs synchronized, and tell us +which 2-day period the week of January 8 - 12, 2001 works best for our mutual +meetings? We were originally looking at the 9th, 10th, or 11th as days to +choose from primarily to avoid having the EBS executives located in the +western U.S. travel from Portland, OR on Sunday for meetings on Monday in +NJ. Consequently, I had asked the EBS executives to pencil in the 9th - 11th +of January, and got the final one to confirm late last week. + +However, Kim Godfrey at EBS may have some new requirements; which is why I +need your help in an expedited way - I'll need to give Kim your executives' +availability during that week, and then we'll get things locked in ASAP.The +meetings would still be scheduled such that the 1st meeting day would be for +the meetings to be held during the 2nd half of that day, from 2-4 hours of +meeting time for the executives (VP & up, primarily) to discuss possible +alignments and opportunities. This would include two primary areas: + +1) EBS-sell-to-Avaya for Avaya internal use: what types of potential +solutions EBS could offer Avaya for Avaya's internal use; and +2) EBS & Avaya join together in a product and/or marketing effort to +determine what kinds of solutions which the could jointly propose to the +(common) markets served: ""sell with"" (each other); and ""sell through"" +(channels type efforts), where either or both Avaya and EBS would act as +sales channels for each other's sales forces. + +These meetings would be followed by the 2nd day's session(s), which would +include primarily development and marketing team members who would discuss +areas in which Avaya and EBS could develop one or more joint value +propositions, such that they would have a ""jumping off point"" for a +go-to-market effort (item #2, above). In addition, the technical aspects of +some of the +""EBS-would-like-to-sell-its-services-to-Avaya-for-Avaya-internal-use"" (item +#1, above) meetings from the Executive session the 1st day could then be +addressed. + +Please let me know which 2-day period looks like the most workable one for +your executives at Avaya HQ during the week of 1/8/01, so that I can get to +Kim to allow her to get the EBS executives' schedules locked into days +synchronized with your executives'. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/avaya/5.","Message-ID: <19944536.1075849627729.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:08:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: kroswald@avaya.com, bkorp@avaya.com, kim.godfrey@enron.com, + jennifer.medcalf@enron.com +Subject: RE: Enron / Avaya meetings in Basking Ridge, Jan 2001 +Cc: peter.goebel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: peter.goebel@enron.com +X-From: Jeff Youngflesh +X-To: kroswald@avaya.com, bkorp@avaya.com, Kim Godfrey, Jennifer Medcalf +X-cc: Peter Goebel +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Avaya +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Karen, + +Thank you for the update. It looks like we'll plan on having the EBS/Avaya +meetings on January 10th and 11th, 2001. The first day will be a full day, +the second will be 1/2 day, a.m. session. You have asked me to provide a +list of Enron attendees, titles, which day(s) they would likely attend, and +some background information on the meeting(s) purposes. An explanation of +the meetings' proposed focus and probable attendees is in the attached +meeting notes. + +The notes are from the November meeting which we coordinated and held for +Enron Broadband Services and Dave Johnson. By copy of this note to Kim +Godfrey, we'll update the EBS executives on the meetings, and work on +arranging their calendar availability. So far, we have had the EBS execs' +calendars penciled in for the time slot of January 9-11. At this point, I +would expect that the EBS attendee list would look something like this: + +Jim Crowder, VP, Enterprise Services; Enron Broadband Services - day 2 +Everett Plante, VP and CIO, Enron Broadband Services - day 2 +Larry Ciscon, VP Software Architecture, EBS - day 1&2 + (selected team members of Larry's organization - individuals TBD by Larry) +- day 1 +Steve Pearlman, VP, Strategic Development, EBS - day 2 and/or day 1 +Kim Godfrey, Director, East Origination, EBS - day 1&2 +Jeff Youngflesh, Director, Business Development, Enron Global Strategic +Sourcing - day 1&2 + (others as suggested by Kim Godfrey or other EBS executive) + +From Avaya, the EBS team would like to meet with Dave Johnson, Serge +Minassian, John Stephenson, and their selected Avaya team members. + +Per my conversation with you earlier today, the Enron Broadband Services +meetings w/Avaya will need to be scheduled such that the overall agenda will +""flip-flop"" day 1 with day 2. Originally, the first day was going to be a +half-day executive strategizing meeting in the p.m. (allowing for travel to +NJ), and the 2nd day to be more a product- or solutions-focused effort, with +a full day's agenda. Based on the fact that Dave Johnson will only be +available the morning of the 11th, the meeting schedule will be reversed, +such that the ""full day/products/solutions"" meetings will precede the +half-day executive strategy sessions. I have checked w/Barbara Korp, and +Serge Minassian and John Stephenson are both available on the 11th, as well +(John Stephenson would have a hard stop at 10:30). + + +Thank you, + +Jeff Youngflesh +713-345-5968 + + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 01:29 PM ----- + + ""Oswald, Karen R (Karen)"" + 12/11/2000 11:32 AM + + To: jeff.youngflesh@enron.com + cc: + Subject: Preliminary dates + +Jeff, + +So far these are the dates that associates in New Jersey are available - +January 10 (full day) and January 11 (half day). + +Dave Johnson is only available on Thursday, January 11 in the morning. + +Please send the agenda and the list of participants so that I can forward +that to Dave's office. + +Thank you, + +Karen Oswald +" +"arnold-j/bmc/1.","Message-ID: <32597035.1075849627754.JavaMail.evans@thyme> +Date: Wed, 29 Nov 2000 05:16:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: bob.mcauliffe@enron.com, peter.goebel@enron.com, bruce.smith@enron.com, + randy.matson@enron.com, jim.ogg@enron.com +Subject: Calendar Availability for 11/30, 12/1? (BMC/EBS update) +Cc: stephen.morse@enron.com, peter.bennett@enron.com, chaz.vaughan@enron.com, + jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: stephen.morse@enron.com, peter.bennett@enron.com, chaz.vaughan@enron.com, + jennifer.stewart@enron.com +X-From: Jeff Youngflesh +X-To: Bob McAuliffe, Peter Goebel, Bruce Smith, Randy Matson, Jim Ogg +X-cc: Stephen Morse, Peter Bennett, Chaz Vaughan, Jennifer Stewart +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +All, + +In our meeting on the 17th of November, the NetWorks team explained their +position(s) relative to possible upcoming purchases of software, in which BMC +might be selected as the vendor. There were several issues and concerns +which were voiced, mostly related to BMC's lack of support and suboptimal +application capability (that is the ""net"", understated version). + +Bob, you and I spoke briefly after the meeting regarding what, if anything, +BMC could do to ""fix their problem"". I relayed the gist of our brief +conversation to EBS. + +As discussed in the meeting, EBS has a near-term opportunity to get a deal +done with BMC, and it would be of optimum benefit to execute this year. One +of the outcomes of our November 17 meeting is that EBS has been pressing BMC +for a BMC commitment to Enron's overall customer satisfaction. Per a +voicemail to me from EBS, it appears that BMC have provided a response to EBS. + +I would like to schedule a meeting for the addressees of this note for either +November 30th, or December 1st. The purpose is to get an update from the +NetWorks team on the BMC application testing that was underway, and for EBS +to explain what BMC has proposed. This meeting should take an hour. + +Please let me know if you can meet tomorrow or Friday. I'll book a room and +time that works for the majority, and confirm with a Notes ""Meeting +Invitation"". + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/bmc/10.","Message-ID: <26121023.1075849627976.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:38:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: chaz.vaughan@enron.com, stephen.morse@enron.com +Subject: Re: BMC Update, clarification +Cc: jennifer.medcalf@enron.com, brad.nebergall@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, brad.nebergall@enron.com +X-From: Jeff Youngflesh +X-To: Chaz Vaughan, Stephen Morse +X-cc: Jennifer Medcalf, Brad Nebergall +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Thanks, Chaz, for the response. What I am looking for in question #3 +(purchase commitment) is did I convey the info correctly re: what BMC will +accept from Enron to allow the EBS deal to close? From notes to the Net +Works directors and Bob McAuliffe, I have copied the following statements +into the space below: + +""1) The pricing is applicable if EBS gets their deal done, and you are +willing to provide some form of commitment (at least in writing, either +e-mail or letterhead) to purchasing a BMC product in 2001... For example, if +Randy Matson's team chose the BMC solution at the conclusion of their current +testing, they could lock in the discount at 45% by sending an e-mail (or +other form of written communication) committing to the purchase in 2001 (the +preference would be to get the ""buy"" done by end of 1st Qtr, if possible). +This would be sufficient commitment for BMC to go forward with their +purchases of EBS' solutions currently proposed to BMC."" Is this correct the +way I have presented it to NetWorks? Will their replies work for you if +completed as requested above? + +I didn't want to put you in a bind when I told the NetWorks teams what BMC +would feel is acceptable proof-of-commitment, nor did I want to have to go +back to the Net Works group and change the requirements. + +I've got another note to send you in a minute or so, from Doug Cummins. + +Thank you, +Jeff + + + + + + Chaz Vaughan@ENRON COMMUNICATIONS + 12/12/2000 07:29 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Stephen Morse/Enron Communications@Enron Communications + Subject: Re: BMC Update + +Jeff, + +Thank you for your efforts on the BMC deal. We are making real progress. +Here are the answers to your questions: + +1. How much do they want you to guarantee them in BMC revenue? +$4 MM in software and $2.4 MM in maintenance and professional services +2. Are you still looking at a $13MM TCV over 5 years? +No, our current TCV over 5 years is $10 MM +3. Have I properly conveyed the ""accepable-to-BMC method"" of proving +purchase commitment from Enron? +Not sure what you mean here +4. Your note re: getting the Prof'nl Svcs contract signed says it has to be +done by 6pm the 14th...what if you don't get it until the morning of the 15th? +We prefer the 14th, but if we can't get it until the 15th, that will work + + +Please let me know if you have any other questions. I will call you tomorrow +to touch base. + +Thanks, + +Chaz Vaughan +Enron Broadband Services +1400 Smith Street +Houston, TX 77002 +Ph: 713-345-8815 +Cell: 713-444-3074 +Fax: 713-853-7354 +Chaz_Vaughan@enron.net + + + + Jeff Youngflesh@ENRON + 12/12/00 04:43 PM + + To: Stephen Morse/Enron Communications@Enron Communications, Chaz +Vaughan/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Brad Nebergall/Enron +Communications@Enron Communications, Eric Merten/Enron Communications@Enron +Communications + Subject: BMC Update + +Steve/Chaz - + +I have taken your EBS Professional Services contract through our contracts +folks, and we have ended up with it now being in EBS' contracts dept w/one of +your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten +(PDX) early this afternoon, and he now has the contract. EBS may have some +Intellectual Property issues related to ownership of BMC Consultant-developed +materials (while being paid by Enron). Eric is in the driver's seat with the +contract at this point. + +I have sent notes to all of the Net Works directors currently engaged in one +form or another with BMC product and/or personnel. In it, they have been +requested to help us understand our opportunity from a number of angles: +Application(s) considered, attractiveness of the new pricing, attractiveness +of the BMC flexibility w/regard to ""purchase commitment"", etc. In addition, +I have re-iterated the time urgency. + +I have followed up the note w/telephone calls & messages to all of them: +Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am +meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have +me in their voicemailbox, Cummins was in a meeting and he said he would call +me back. + +Would either one of you please let me know what BMC wants EBS to do for +them: how much do they want you to guarantee them in BMC revenue? Are you +still looking at a $13MM TCV over 5 years? Have I properly conveyed the +""accepable-to-BMC method"" of proving purchase commitment from Enron? Your +note re: getting the Prof'nl Svcs contract signed says it has to be done by +6pm the 14th...what if you don't get it until the morning of the 15th? + +I will call you to follow up on this note. + +Thank you, + +Jeff Youngflesh + +" +"arnold-j/bmc/11.","Message-ID: <23406737.1075849628002.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 02:43:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com, brad.nebergall@enron.com +Subject: 1 response recv'd re: BMC purchase intent from NetWorks (more + similar yet to come) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf, Brad Nebergall +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/13/2000 10:41 AM ----- + + Douglas Cummins@ECT + 12/12/2000 06:37 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications, Stephen +Morse/Enron Communications@Enron Communications + Subject: Re: Urgent - Please Read - BMC question + +Jeff, + +Honestly and for your (Enron) eyes only - attached is the modified +spreadsheet of what my group is seriously looking at purchasing. Basically, +we like their Change Management tools but not really interested in Patrol +(monitoring). + +We will have a more definitive answer by Thursday. We DBA's (eCommerce, +Corp, and London) are trying to make a joint decision, but the other two +groups are dragging out their evaluations... + + + +Regards, +Douglas + +" +"arnold-j/bmc/12.","Message-ID: <4872638.1075849628024.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 03:25:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: douglas.cummins@enron.com +Subject: Thank you, Doug! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Douglas Cummins +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Douglas, + +A HUGE THANK YOU from me to you! This is exactly what I was hoping for (even +if the amount of purchase is not what some folks might have been wishing for, +the reply is critically important)! I really appreciate your having taken +the time to help out by providing this information. + +I will check back with you on Thursday, if I haven't heard from you by then, +to see about the ""commitment letter""! + +Thank you again, + +Jeff +p.s. I will be forwarding your note to Randy Matson and Bob Martinez, to see +if it would help them in their efforts. I'll also copy you on that one. + + + + Douglas Cummins@ECT + 12/12/2000 06:37 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications, Stephen +Morse/Enron Communications@Enron Communications + Subject: Re: Urgent - Please Read - BMC question + +Jeff, + +Honestly and for your (Enron) eyes only - attached is the modified +spreadsheet of what my group is seriously looking at purchasing. Basically, +we like their Change Management tools but not really interested in Patrol +(monitoring). + +We will have a more definitive answer by Thursday. We DBA's (eCommerce, +Corp, and London) are trying to make a joint decision, but the other two +groups are dragging out their evaluations... + + + +Regards, +Douglas + + +" +"arnold-j/bmc/13.","Message-ID: <21622015.1075849628049.JavaMail.evans@thyme> +Date: Wed, 13 Dec 2000 06:47:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: BMC Update, 2:30pm 12/13 - changes noted +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +This is apparently the type of deal flip-flop which BMC has been blessing EBS +with. In the note from Doug Cummins which contained his updated spend +projections, he had the ""Professional Services"" highlighted with a bunch of +question marks. It is at the bottom of his sheet, and lists a qty of 30 @ +$2000 per = $60,000 --- I assume that's $2K/hour or per day. Either way, +it's not something that appears palatable to them (Net Works). I'll be going +over there in a few minutes, and will try to check w/each of the guys. I'll +keep you posted. + +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/13/2000 02:41 PM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/13/2000 02:10 PM + + To: Chaz Vaughan/Enron Communications@Enron Communications + cc: Jeff Youngflesh/NA/Enron@ENRON, Brad Nebergall/Enron +Communications@Enron Communications + Subject: Re: BMC Update + +Clarification on the below. + +Point #1 our position has been $3MM on software (they are saying they need +$4MM to get the deal done.) + +Additionally, they want Maintenance and professional services to go with the +dollar amount. $2.4MM is their position here. I need your help to clarify +with each group who is on board with maintenance and profesional services. +BMC's #2 guy Jeff Hawn told Jim Crowder this was critical for them. + +Thanks, + +Steve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net + + + + Chaz Vaughan + 12/12/00 07:29 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Stephen Morse/Enron Communications@Enron Communications + Subject: Re: BMC Update + +Jeff, + +Thank you for your efforts on the BMC deal. We are making real progress. +Here are the answers to your questions: + +1. How much do they want you to guarantee them in BMC revenue? +$4 MM in software and $2.4 MM in maintenance and professional services +2. Are you still looking at a $13MM TCV over 5 years? +No, our current TCV over 5 years is $10 MM +3. Have I properly conveyed the ""accepable-to-BMC method"" of proving +purchase commitment from Enron? +Not sure what you mean here +4. Your note re: getting the Prof'nl Svcs contract signed says it has to be +done by 6pm the 14th...what if you don't get it until the morning of the 15th? +We prefer the 14th, but if we can't get it until the 15th, that will work + + +Please let me know if you have any other questions. I will call you tomorrow +to touch base. + +Thanks, + +Chaz Vaughan +Enron Broadband Services +1400 Smith Street +Houston, TX 77002 +Ph: 713-345-8815 +Cell: 713-444-3074 +Fax: 713-853-7354 +Chaz_Vaughan@enron.net + + + + Jeff Youngflesh@ENRON + 12/12/00 04:43 PM + + To: Stephen Morse/Enron Communications@Enron Communications, Chaz +Vaughan/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Brad Nebergall/Enron +Communications@Enron Communications, Eric Merten/Enron Communications@Enron +Communications + Subject: BMC Update + +Steve/Chaz - + +I have taken your EBS Professional Services contract through our contracts +folks, and we have ended up with it now being in EBS' contracts dept w/one of +your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten +(PDX) early this afternoon, and he now has the contract. EBS may have some +Intellectual Property issues related to ownership of BMC Consultant-developed +materials (while being paid by Enron). Eric is in the driver's seat with the +contract at this point. + +I have sent notes to all of the Net Works directors currently engaged in one +form or another with BMC product and/or personnel. In it, they have been +requested to help us understand our opportunity from a number of angles: +Application(s) considered, attractiveness of the new pricing, attractiveness +of the BMC flexibility w/regard to ""purchase commitment"", etc. In addition, +I have re-iterated the time urgency. + +I have followed up the note w/telephone calls & messages to all of them: +Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am +meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have +me in their voicemailbox, Cummins was in a meeting and he said he would call +me back. + +Would either one of you please let me know what BMC wants EBS to do for +them: how much do they want you to guarantee them in BMC revenue? Are you +still looking at a $13MM TCV over 5 years? Have I properly conveyed the +""accepable-to-BMC method"" of proving purchase commitment from Enron? Your +note re: getting the Prof'nl Svcs contract signed says it has to be done by +6pm the 14th...what if you don't get it until the morning of the 15th? + +I will call you to follow up on this note. + +Thank you, + +Jeff Youngflesh + + +" +"arnold-j/bmc/14.","Message-ID: <6715329.1075849628073.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 09:01:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: FW: BMC DEAL --- UPDATE --- from Net Works (J Rub) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +I spoke w/Jenny Rub about almost every BMC/EBS issue, except for this one. I +did not know about the issue which Bruce Smith has sent (blue text, below) to +Jenny and Bob McAuliffe. When I spoke w/Jenny, I was unaware of BMC's +retraction. It is new news to me, and at the very least, doesn't seem very +""customer-focused"" on BMC's part. I certainly agree w/Bruce's statement to +the effect that BMC needs to meet w/Philippe about their pricing! + +JKY + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/14/2000 04:39 PM ----- + + Jenny Rub + 12/14/2000 04:21 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: FW: BMC DEAL --- UPDATE + + +----- Forwarded by Jenny Rub/Corp/Enron on 12/14/2000 04:21 PM ----- + + Bruce Smith/ENRON@enronXgate + 12/14/2000 02:50 PM + + To: Bob McAuliffe/ENRON@enronXgate, Jenny Rub/Corp/Enron@Enron + cc: + Subject: FW: BMC DEAL --- UPDATE + +Not that it matters but wanted you to know: +BMC rep left message recanting the fact that we would still have the 45 % +discount if SAP modules were purchased at some other time. He states now +that if not purchased now the discount would only be 10-20 % range at a later +date. + + +Bruce + + -----Original Message----- +From: Smith, Bruce +Sent: Wednesday, December 13, 2000 8:35 PM +To: McAuliffe, Bob; Rub, Jenny +Cc: Robinson, Larry +Subject: BMC DEAL +Importance: High + +Jenny/Bob + +Per the BMC deal, here is where we are with Batch Processing: + +TidalSoft, Sysadmiral +Approx. 90 k ( current quote covers us and GPG and does not include SAP ) +We have added a couple of pieces to this and it could bring the cost to 125 k +worst case. This quote covers consulting and maintenance. They are trying +very hard to get a deal done this year and we could probably get our +additional components at the current quote price if we signed. + +BMC, Control -M +Approx. 325 k This is after we remove the SAP modules and components from +the quote. Quote that was sent over from Jeff Youngflesh (Enron GSS) was for +a total of 628 k + +Hardware for either product is approx. 300 k. + +We have conferred with the SAP team and they are not desperate for us to take +over their scheduling but think it is a good idea to include them in our long +term strategy. They actually do not recommend either of these product's SAP +modules and mentioned a third party product (Autosys) that has connectors +into BMC. We are not sure at this point about a connector into TidalSoft +(Larry if you have info on this please comment). + +Larry's and his team have eval'd both products and although they are leaning +towards Sysadmiral they are satisfied that both products are acceptable. You +guys make the call as to whether the additional 200 k is worth the weight it +will lend to the EBS/BMC deal. FYI - BMC rep said that we still get 45% +discount if we cut the SAP modules. BMC needs to sit down with PB and learn +how over priced their products are ! + +Let me know what you think. If we go TidalSoft I need to push this through +or be advised to let it go till the New Year. + +Thanks +Bruce + + +***** +Also in Quote sent over from Youngflesh : +BMC, Control SA +1.3 M NOT EVALUATED AT THIS TIME - Is a candidate for future +consideration for the Security Admin space but not enough info to speculate +as to whether to try and leverage current deal with EBS. I guess they put +this quote together from info they received from Henry Moreno + + + +" +"arnold-j/bmc/15.","Message-ID: <20994708.1075849628095.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 08:44:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Quest Software/BMC update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +fyi...i meant to copy you, but my system crashed (screen whited out and i had +to reboot), and you didn't get a copy...so here it is... +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 04:39 PM ----- + + Jeff Youngflesh + 12/15/2000 04:17 PM + + To: Douglas Cummins/HOU/ECT@ECT + cc: + Subject: Re: BMC Summary to-date + +Thank you Doug! + +I relayed the update verbally to Jennifer Medcalf, here is the written +version. Expect a copy on a note I'm going to send EBS. + +Jeff + + + + Douglas Cummins@ECT + 12/15/2000 04:14 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: Re: BMC Summary to-date + +Jeff, + +We backed away from Patrol for monitoring - Quest is so far ahead +technology-wise and cheaper. + +My group still considers BMC's Schema Manager tool to be the best and would +purchase it now if the other group was willing to cooperate. I believe Jim +Ogg wants to evaluate more tools and related design tools before making a +decision. + +Regards, +Douglas + + +" +"arnold-j/bmc/16.","Message-ID: <33209767.1075849628120.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 09:43:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: chaz.vaughan@enron.com, stephen.morse@enron.com +Subject: Re: BMC update, 17:15 +Cc: jennifer.medcalf@enron.com, bob.mcauliffe@enron.com, + douglas.cummins@enron.com, randy.matson@enron.com, jim.ogg@enron.com, + bob.hillier@enron.com, bruce.smith@enron.com, peter.goebel@enron.com, + darin.carlisle@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, bob.mcauliffe@enron.com, + douglas.cummins@enron.com, randy.matson@enron.com, jim.ogg@enron.com, + bob.hillier@enron.com, bruce.smith@enron.com, peter.goebel@enron.com, + darin.carlisle@enron.com +X-From: Jeff Youngflesh +X-To: Chaz Vaughan, Stephen Morse +X-cc: Jennifer Medcalf, Bob McAuliffe, Douglas Cummins, Randy Matson, Jim Ogg, Bob Hillier, Bruce Smith, Peter Goebel, Darin Carlisle +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Chaz and Steve, + +Here's the latest, in a nutshell. Basically, the testing is not fully +completed, even where we might have felt that it was close (because there is +also a financial component which needs to be exercised - the TCO part of the +purchase decision). As you know, both Randy Matson and Bob McAuliffe are out +on vacation, so getting a decision from them is not likely before Christmas. +However, it looks like there has been enough feedback to/through them to +surmise that BMC is not in the driver's seat in either situation. + +In a meeting today, it became apparent that BMC's revenue opportunity with +the Net Works organization is much lower than BMC has projected to you at +EBS. The primary opportunity for BMC in Net Works is for their Schema +Manager tool, and the rest of the opportunities look increasingly dim, +especially given the time constraints imposed in your situation. + +Still, the Net Works team has not completely ruled BMC out as a potential +vendor; but neither is there a commitment (written OR verbal) to make a BMC +purchase at this point. I will be on vacation next week, but will be +checking in on Monday the 18th and Tuesday the 19th. Jennifer or I will keep +you posted if we are able to report opportunity changes in your favor. + +I have sent you a paraphrased version of Doug's most recent communication to +me. The overall message would apply fairly universally to the other Net +Works teams in question: more testing, but looks like BMC's total sales +opportunity to Enron is not going to get to the amount necessary to get your +deal done. The issues mentioned in the other summary update note from +yesterday still apply. + +Thank you, + +Jeff + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 05:15 PM ----- + + Douglas Cummins@ECT + 12/15/2000 04:14 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: Re: BMC Summary to-date + +Jeff, + +We backed away from Patrol for monitoring - we feel that a competitor's +solution is a better one for us. + +My group still considers BMC's Schema Manager tool to be an excellent +product, and would consider it to be a viable option for purchase. I believe +Net Works will still evaluate more similar tools, and related design tools, +before making a decision. + +Regards, +Douglas +" +"arnold-j/bmc/2.","Message-ID: <15168578.1075849627778.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 10:13:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: chaz.vaughan@enron.com, stephen.morse@enron.com +Subject: EBS opp'ty w/BMC +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Chaz Vaughan, Stephen Morse +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Chaz & Steve, + +I was able to review our recently completed conference call w/BMC with +Jennifer Medcalf. + +During the call, Bernie Goicoechea and Ann(e?) Munson expressed that during +their last few months of interaction with Enron Net Works, they have +attempted to understand the exact issues and concerns which Net Works has +with regard to selection/use of BMC's products. Bernie voiced that he hasn't +been able to get more detail on the problems or nature of concerns that Net +Works has, beyond what you and I know. The BMC account team feels that +without specifics, they cannot address the issues accurately or in a timely +fashion. + +The Enron Net Works team has expressed concern that various BMC products are +not Windows 2000 certified (at least, not the ones they are focused on, and +not in writing). Net Works also have some other concerns relative to the +(Net Works) team's feelings that the BMC products (in some areas) ""...haven't +kept up with the industry"", and that they (Net Works) have some residual +issues with the BMC account support in general. Bottom Line, expressed by +Net Works, is that there is a low probability of their purchasing enough BMC +software product this year to enable EBS to clinch its deal with BMC. + +You related Jim Crowder's suggestion related to the use of indemnification +and liquidated damages clauses being implemented. Jennifer and I discussed +this situation, and our meetings with your team, in context. We have a +possible alternative for you to consider: perhaps EBS might provide a hedge +for Net Works in the form of ""advance purchase"" of BMC product. + +For example, EBS is poised to buy about $1 million worth of BMC software, but +needs to show BMC a firm purchase commitment for about $3 million in total +Enron purchases from BMC. A way in which you could reach the $3 million mark +with BMC; while also allowing the relationships between Net Works and BMC +time to ""click"" might be this: EBS buys all $3 million worth of BMC +software, but $1 million is used to actually take product now, and the other +$2 million is used as a ""future purchases"" fund, in which EBS buys, but does +not take immediate delivery of, the (remaining $2 million worth of) current +software... + +THEN, future Enron Net Works (and any other ENE business unit) purchases of +BMC software would be executed such that EBS is paid, and the software is +delivered from/by BMC. That way, EBS gets its $2 million back, the other +business units aren't spending any of today's dollars for product which they +seem to have some concerns about (but they can get current/certified product +when they need it in the future). In addition, you secure the business with +BMC right now. I'm sure you could also figure out how to account for the +time value of money in this, so that there is further leverage advantage to +you. + +If all else fails, you may wish to consider something like this...In the +meantime, we will continue along the current path and keep you posted on +progress. + +Thanks, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/bmc/3.","Message-ID: <25283265.1075849627805.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 02:53:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: FW: BMC/Win2K Certification +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +I hope you are doing well in the U.K., as my clock here says it is probably +about 4:52pm in London...Here is an update on BMC: + +Based on the following, I would say this: + +1) BMC has worked to clear up operational problems experienced by Net Works, +and in one situation, appears to have done so successfully. +2) Net Works has not acknowledged that the results of #1 were desired or +acceptable, and instead offered another pushback (Win2K certif'ctn), therefore +3) BMC doesn't appear to have been given further opportunity to identify +what issues, if any, are still open at Net Works. +4) I don't see evidence (either in these notes OR having come out from any +of the many telephone conversations I've been in) that Net Works has provided +any responses since 11/21 or so...Peter Goebel and I met w/Net Works & EBS on +11/17, and I have had no calls or e-mails responding to my requests for +information relative to ""what are your top 3 problems in this BMC situation, +Net Works?"" from Net Works. +5) So, I feel confident that there are more issues (left off the table by +Net Works) than will be discussed, because +6) Net Works doesn't want any of BMC's solutions. Period. + +7) The Result: EBS is on their own on their deal with BMC, as far as Net +Works' folks are concerned. + +In the ""I don't want any surprises"" mode, I thought I'd give George a +heads-up re: possible fallout around the BMC thing. I told George in this +morning's staff meeting what Jim Crowder said to the EBS origination team (""I +don't see a problem here...""), and what you and I suggested EBS do - buy and +implement $1M of BMC's stuff, pay $2M for ""credit"", which any ENE business +unit could access, etc. I also informed him that the EBS and BMC folks were +likely to encourage Crowder to ""lean on"" Philippe (which I had recommended +against). George said he would take it up w/Jennie Rub. + +If you have any questions, please let me know. +Jeff + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/04/2000 10:32 AM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/04/2000 10:04 AM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Jennifer N Stewart/NA/Enron@ENRON + Subject: FW: Win2K Certification + +FYI, + +Pls see note below from BMC Sales folks. + +Thanks, + +Steve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/04/00 10:07 AM +----- + + Ann_Munson@bmc.com + 11/22/00 11:54 AM + + To: Stephen Morse/Enron Communications@Enron Communications + cc: Chaz Vaughan/Enron Communications@Enron Communications, Joe_Young@bmc.com + Subject: FW: Win2K Certification + + + +Here's the latest communication to Bruce Smith regarding Control-SA and +Control-M Windows 2000 certification, as well as reporting on the testing. +It's in the document, but to point it out, Control-SA is ready for +certification process on Dec of 2000 and Control-M on March 2001. + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + +> -----Original Message----- +> From: Hallberg, Rob +> Sent: Tuesday, November 21, 2000 4:30 PM +> To: 'Bruce.Smith@enron.com' +> Cc: Munson, Ann +> Subject: Win2K Certification +> +> Hi Bruce, +> +> I have attached a document detailing the status of Microsoft +> Certification. We have also summarized our Windows 2000 development and +> certification methodology which is actually a two-phase approach. The +> most critical phase, which ensures Win2K compatibility and support and +> includes customer testing, has been completed. The Win2K Agents are GA +> for both Control-M (scheduling) and Control-SA (security). +> +> The next phase, which is also a key element of our development strategy, +> is to insure the products meet the certification requirements for +> Microsoft Win2K. This phase follows the Win2K initial release as MS +> Certification focuses on meeting certain Microsoft standards and not the +> application's functionality - ability to work correctly in the Control-M +> environment. +> +> Microsoft certification does not necessarily guarantee the performance of +> the application. It is my understanding that one of the reasons Control-M +> is being considered as a replacement for sys*Admiral is due to the +> problems you are experiencing with their MS Certified release. +> +> Earlier this year we met with Philippe Bibi and reviewed BMC's Win2K +> Development Plans. Would it be helpful to set up a similar meeting with +> an executive from our Product Marketing group to discuss these in more +> detail? +> +> One final note. I just received the following update from Rusty Cheves, +> reconfirming that Control-M continues to run smoothly since we made the +> database changes. +> +> Thanks Rob for all the hard work last week. It seems as we have +> finally got this thing running smoothly. After extending the database and +> troubleshooting which log files were filling up we now can eval till out +> hearts content. +> +> Please tell Ronnie thanks for all his help as well +> +> Thanks Again +> +> Rusty +> +> As a next step, could we meet soon after the Thanksgiving Holidays? I +> can arrange to bring an executive from product marketing along if you +> would like to discuss Win2K certification in more detail. +> +> Thanks, +> +> Rob +> +> +M + +> Rob Hallberg +> BMC Software +> Direct: (972) 934-5073 +> Mobile: (214) 695-2840 +> rob_hallberg@bmc.com +> +> +> -----Original Message----- +> From: Bruce.Smith@enron.com [mailto:Bruce.Smith@enron.com] +> Sent: Tuesday, November 21, 2000 7:14 AM +> To: Rob_Hallberg@bmc.com; Larry.Robinson@enron.com +> Subject: RE: Recap +> +> +> Rob - +> +> Where are we with the Win2K issue ? +> +> -----Original Message----- +> From: ""Hallberg, Rob"" @ENRON +> +> [mailto:IMCEANOTES-+22Hallberg+2C+20Rob+22+20+3CRob+5FHallberg+40bmc+2Ecom +> +3E+40ENRON@ENRON.com] +> +> +> Sent: Monday, November 20, 2000 11:20 PM +> To: Robinson, Larry +> Cc: Sapp, Ronnie; Smith, Bruce; Cheves, Rusty +> Subject: RE: Recap +> +> Hi Larry, +> +> Following is Ronnie Sapp's summary of the problem resolution for the +> Control-M installation problems and the reliability and scalability +> results +> attained. It now appears that most of the problems were caused by the +> setup +> of the Oracle database. +> +> Once we left Thursday evening and through the following day, Schedule-M +> worked flawlessly. The new day process was last measured taking less +> than +> five minutes for 960 jobs and we approximated job volumes 14,500 per +> day. +> +> This demonstrates the reliability and scalability of Control-M when +> installed properly. I will give you a call to discuss the results and +> our +> next steps. +> +> Thanks, +> +> Rob +> +> Rob Hallberg +> BMC Software +> Direct: (972) 934-5073 +> Mobile: (214) 695-2840 +> rob_hallberg@bmc.com +> +> > -----Original Message----- +> > From: Sapp, Ronnie +> > Sent: Monday, November 20, 2000 4:16 PM +> > To: Rob Hallberg (E-mail) +> > Subject: FW: Recap +> > +> > Rob, will you please forward this to Larry. +> > +> > +> > Larry, Below is the recap we talked about. +> > +> > Recap: +> > +> > There were 2 outstanding issues. +> > 1) New Day process running 2-5 hrs. +> > 2) Jobs not running, they were all in Blue or White status. +> > +> > Issue number 1 was resolved the day before I arrived by Tech Support +> > working with Rusty. Solution was to increase the Oracle DB from 50mg +> to +> > 300mg. Also the log & stat files were extremely small. These files +> were +> > cleaned out by Rusty, however were never increased or set to truncate +> in +> > Oracle. They will fill up again. These files need to be set to +> truncate +> > by the Oracle DBA or run a set of daily utilities to clean those +> files. +> > We will send a draft of those utilities to be incorporated into the +> daily +> > schedule. +> > +> > Issue number 2 - According to a diagnostic report the agent machine +> lost +> > connection with the NIS server for a greater period of time than what +> the +> > default settings were set. The agent is set to retry every 120 +> seconds up +> > to 12 times. After this period, manual activation is required. I +> signed +> > on as CTMAGENT user and ran ag_menu. Ran option 2 which showed the +> NIS as +> > down. I then signed on as the Control-M user and ran ctm_menu. +> Selected +> > 7 - Agent Status, Selected 2 - List all agent platforms unavailable. +> > Agent on BMC was in unavailable status. Next Selected option 3 - +> Change +> > agent platform to Available status. After doing that, all the jobs +> turned +> > to gray status and started running. +> > +> > Cleaned up 2 erroneous agent names defined to Control-M/Server. +> > +> > I also ran a Trouble Shooting Report which produced a file +> > (/var/home/ctlm00/report.1116001128) from this file we could tell +> when +> > the Log filed filled up and when the Agent stopped. +> > +> > I set up 500 jobs to run daily on BMC with multiple dependencies. +> All +> ran +> > ok. +> > +> > I set up aprox. another 150 cyclic jobs with dependencies to run on +> > OCSDEV-1. They failed due to not using the correct Owner. Rusty +> knows +> > what the correct owner should be. I believed I used CTLM00. +> > +> > New Day process ran for approx. 12 mins. +> > +> > Right before leaving Rusty ran a clean_db script, which resulted in +> > cleaning out the entire database. Fortunately by design, we were +> able +> to +> > demonstrate the recoverability by uploading the tables from ECS to +> the +> > Control-M Server. In less than 5 minutes all was ok. +> > +> > When I left there were approx. 900 jobs running. Of those approx. +> 400 +> > jobs were running cyclic, every 2 minutes. Which meant on a daily +> basis +> > approx. 14,500 jobs ran per day. +> > +> > Larry, I know you asked for some type of hardware recommendations. +> These +> > is something that's very subjective. As with almost any software the +> more +> > memory and faster CPU the better. To do this correctly, we should +> have +> > our Professional Services come in and do some type of assessment of +> your +> > environment and the direction your heading. How many jobs per day, +> today, +> > near future, etc.... How many Users of ECS? How many Servers? +> > +> > In your test environment you should be able to run 2000 jobs without +> a +> > major problem. Your ECS NT box is on the small size, at least in the +> > memory area. So your responses might not be as fast as desired. +> Please +> > remember the out of the box default settings are not tuned to run a +> large +> > number of jobs. Therefore database tuning is always recommended. +> These +> > tuning recommendations are provided by Professional Services. +> > +> > By tomorrow I will send you the daily utilities. +> > +> > Thanks, +> > +> > Ronnie Sapp +> > bmcsoftware +> > INCONTROL Business Unit +> > Software Consultant Manager +> > West Region +> > 972-934-5065 +> > ronnie_sapp@bmc.com +> > +> > +> +> - C.DTF << File: C.DTF >> +" +"arnold-j/bmc/4.","Message-ID: <2524224.1075849627829.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 01:23:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: bob.mcauliffe@enron.com +Subject: Thank You, (again) +Cc: jennifer.medcalf@enron.com, peter.goebel@enron.com, jenny.rub@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, peter.goebel@enron.com, jenny.rub@enron.com +X-From: Jeff Youngflesh +X-To: Bob McAuliffe +X-cc: Jennifer Medcalf, Peter Goebel, Jenny Rub +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Bob, + +Thank you for your reply. I know you are doubly busy with your being on the +road this week, just prior to a vacation. Your answer below is perfect! +Bob, you and your team have been very supportive of our efforts to assist EBS +with BMC, and you have done all that we could have asked! I wanted you to +know that we really appreciate your support (I especially do, as a ""late +arrival"" to this situation)! Thank you again for all of the help! + +Jeff + + + + Bob McAuliffe/ENRON@enronXgate + 12/05/2000 06:56 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Randy Matson/Corp/Enron@ENRON, Bruce Smith/ENRON@enronXgate, Douglas +Cummins/HOU/ECT@ECT, Jenny Rub/Corp/Enron@Enron + Subject: RE: Update + +Jeff, + +Assuming that either Randy or Doug were to decide that BMC was a viable +solution for their areas of responsibility, we would certainly support +purchasing the appropriate products from BMC. + +Bob. + + -----Original Message----- +From: Youngflesh, Jeff +Sent: Tuesday, December 05, 2000 5:34 PM +To: McAuliffe, Bob +Cc: Matson, Randy; Smith, Bruce; Cummins, Douglas +Subject: Update + +Bob, + +I understand from Thais that you're on the road for Enron, but soon you'll be +""on the road for Bob"" - a well-deserved vacation coming up! In light of your +impending vacation, I wanted to do a quick follow-up check. + +If we could somehow, without causing an undesirable state in your +organization, facilitate the ability to purchase BMC solution product for Net +Works, would you support that? + +I have spoken with Bruce Smith, Randy Matson, and Doug Cummins in followup +calls from the November 17th meeting in EB 22C1. IF Randy and Doug were +likely to make a pro-BMC decision (instead of for a competitor's product), +and IF there was a way to painlessly (for Net Works) enable the funds to +become available to make a purchase of BMC product (by Net Works), would that +be something you would support? I am searching for a way to help EBS without +impacting Net Works in any negative way...but ultimately, I will abide +whatever you demand here. + +I hope to hear from you, either by telephone/voicemail, or e-mail; if you +could do so prior to your vacation. + +Thank you again for your help, + +Jeff Youngflesh + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 +" +"arnold-j/bmc/5.","Message-ID: <11831527.1075849627855.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 01:21:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com, peter.goebel@enron.com +Subject: Product Quotes and Software License Agreement (BMC / EBS info) +Cc: glenn.lewis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: glenn.lewis@enron.com +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf, Peter Goebel +X-cc: Glenn Lewis +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer and Peter, welcome back...! + +Attached are the notes from the EBS team and BMC organization regarding the +proposals to EBS and Net Works (etc.) from BMC. + +I am curious, Peter (or Glenn), if it is reasonable of BMC to make the +statement to the effect that, ""...the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place..."". Is that cutting it +close on the restraint of trade issue? + +Bob McAuliffe has informed me in a note that if his people (Matson & Cumming) +choose the BMC product at testing conclusion, he would support their +decision. Smith and Ogg have given ""no go"" indications. I have received +that information from Bruce Smith in a telephone conversation, but Jim Ogg's +lack of communication with me is what I have used to draw a similar +conclusion for his situation... + +BMC and EBS both, I believe, are wanting GSS to do the contract work for this +deal. It is my understanding, Peter, that the timing of that request might +be a problem for your guys...Perhaps we should have a quick, informal pow-wow +about this? + +Thanks, +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/07/2000 05:55 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications + Subject: Product Quotes and Software License Agreement + +Jeff, + +Attached are all the outstanding deal proposals from BMC. Lets push for some +addl discounts so we can get each of these guys a ""win"". I have asked our +BMC contacts to reduce these quotes already due to our partnership but I am +sure you know how to handle this best. + +We need your help Jeff, we cant do it without you. + +Thanks, + +STeve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/07/00 05:55 PM +----- + + Ann_Munson@bmc.com + 12/07/00 10:13 AM + + To: Stephen Morse/Enron Communications@Enron Communications + cc: Chaz Vaughan/Enron Communications@Enron Communications, +Bernie_Goicoechea@bmc.com + Subject: Product Quotes and Software License Agreement + + + +Hi Steve, + +It was nice talking to you. Included here are the Product quotes that we +sent to the groups. The Incontrol has multiple spreadsheets for Bruce +Smith's projects. Real Media is for Everett. The other two are self +explanatory. + +The concern that we have is that there is still not a quote for Jim Ogg and +therefore it is not a quantified amount for the deal we're doing together. +That is significant because it effects discounts, volume, and certainly the +more BMC product that Enron targets the better for this deal. + +As mentioned in the phone call, I'll send you a soft copy of the Enron Corp +(which includes EBS) software license agreement with BMC if I can get it for +you. Otherwise it will be a hard copy when you come over today. It +includes the terms of liability, warranty, etc. + +I look forward to seeing you today. + +Best regards, +Ann + <> <> +<> <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - Enron RealMedia KM Order 2.xls + - Enron - Doug Cummins team.xls + - Enron - Randy Matson team.xls + - Enron INCONTROL Product Order Form 11-28-00.xls + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 02:46 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: The EBS Enron agreement + +Hi Jeff, + +I hope you are doing well. There have been some interesting developments on +the way to the Enron Broadband/BMC agreement since we last spoke. +Apparently, it is extremely important to Jim Crowder to get this agreement +in place by December 15. As a result of the conversation between Jim +Crowder and Jeff Hawn, BMC Exec., I have been directed to help Steve Morse +and Chaz Vaughan in leveraging the best deal possible for the various +projects that Enron is considering with BMC. As you are aware, we have +already proposed several individual deals. In addition to those we are +including some deals in which there has been an expressed interest so that +Enron can take advantage of the pricing that this partnership will bring to +you. + +The purpose of this e-mail is to give you a heads up on the acceleration of +timing that we have been directed to work towards and to let you know that +we have already agreed to bring our price down in order to make the price +more attractive to Enron. We would very much appreciate your help in +expediting the process of bringing this agreement to closure. In my next +e-mail I will send you a list of all the outstanding BMC proposals to Enron. + +Best regards, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 03:34 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: BMC Projects at Enron + + +Hi Jeff, + +Here's the attachments I told you that I would send you. The Incontrol +contains two spreadsheets. + + <> <> +<> <> <> <> <> + +Taker care, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - Enron - Doug Cummins team.xls + - Enron - Randy Matson team.xls + - Enron - Ogg's DBs.xls + - Enron INCONTROL Products.xls + - Enron Wholesale UNIX - Storage.xls + - EBS-Storage1.doc + - Enron RealMedia KM Order 2.xls +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:36 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: Application of the Discount + +Hi Jeff, + +I'm sure you already realize this, but for the sake of clarification, it's +important to make sure that I state that the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place. + +Best regards, +Ann + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:55 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'Chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" + Subject: Please Use this Attachment... + + +....to replace the Word Document that I sent you previously. As per my +voice mail to you. + + <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - EBS Backoffice - Storage.xls" +"arnold-j/bmc/6.","Message-ID: <8920066.1075849627881.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 00:58:00 -0800 (PST) +From: peter.goebel@enron.com +To: jeff.youngflesh@enron.com +Subject: Re: Product Quotes and Software License Agreement (BMC / EBS info) +Cc: glenn.lewis@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: glenn.lewis@enron.com, jennifer.medcalf@enron.com +X-From: Peter Goebel +X-To: Jeff Youngflesh +X-cc: Glenn Lewis, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jeff, + +Two points: 1) We do not want to tie the deals together in any form of +written communication. We must be very careful going down this path. Your +comment below is very valid. 2) Having said that, we can certainly help +facilitate putting together an agreement with the understanding that I will +not put my people through a fire drill. We need total buy in from all the +parties. GSS has already wasted a lot of time on this process. Let us know +the next step and Glenn and I will be happy to help with the agreement. + +Cheers! + +Peter L. Goebel +Director, Sourcing Portfolio Leader - IT & Utilities +Global Strategic Sourcing +Work: 713-646-7810 +Cell: 713-851-5673 + + + + + + Jeff Youngflesh + 12/11/2000 09:21 AM + + To: Jennifer Medcalf/NA/Enron@Enron, Peter Goebel/NA/Enron@Enron + cc: Glenn Lewis/NA/Enron@ENRON + Subject: Product Quotes and Software License Agreement (BMC / EBS info) + +Jennifer and Peter, welcome back...! + +Attached are the notes from the EBS team and BMC organization regarding the +proposals to EBS and Net Works (etc.) from BMC. + +I am curious, Peter (or Glenn), if it is reasonable of BMC to make the +statement to the effect that, ""...the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place..."". Is that cutting it +close on the restraint of trade issue? + +Bob McAuliffe has informed me in a note that if his people (Matson & Cumming) +choose the BMC product at testing conclusion, he would support their +decision. Smith and Ogg have given ""no go"" indications. I have received +that information from Bruce Smith in a telephone conversation, but Jim Ogg's +lack of communication with me is what I have used to draw a similar +conclusion for his situation... + +BMC and EBS both, I believe, are wanting GSS to do the contract work for this +deal. It is my understanding, Peter, that the timing of that request might +be a problem for your guys...Perhaps we should have a quick, informal pow-wow +about this? + +Thanks, +Jeff +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/07/2000 05:55 PM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: Chaz Vaughan/Enron Communications@Enron Communications + Subject: Product Quotes and Software License Agreement + +Jeff, + +Attached are all the outstanding deal proposals from BMC. Lets push for some +addl discounts so we can get each of these guys a ""win"". I have asked our +BMC contacts to reduce these quotes already due to our partnership but I am +sure you know how to handle this best. + +We need your help Jeff, we cant do it without you. + +Thanks, + +STeve + + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/07/00 05:55 PM +----- + + Ann_Munson@bmc.com + 12/07/00 10:13 AM + + To: Stephen Morse/Enron Communications@Enron Communications + cc: Chaz Vaughan/Enron Communications@Enron Communications, +Bernie_Goicoechea@bmc.com + Subject: Product Quotes and Software License Agreement + + + +Hi Steve, + +It was nice talking to you. Included here are the Product quotes that we +sent to the groups. The Incontrol has multiple spreadsheets for Bruce +Smith's projects. Real Media is for Everett. The other two are self +explanatory. + +The concern that we have is that there is still not a quote for Jim Ogg and +therefore it is not a quantified amount for the deal we're doing together. +That is significant because it effects discounts, volume, and certainly the +more BMC product that Enron targets the better for this deal. + +As mentioned in the phone call, I'll send you a soft copy of the Enron Corp +(which includes EBS) software license agreement with BMC if I can get it for +you. Otherwise it will be a hard copy when you come over today. It +includes the terms of liability, warranty, etc. + +I look forward to seeing you today. + +Best regards, +Ann + <> <> +<> <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + - Enron RealMedia KM Order 2.xls + - Enron - Doug Cummins team.xls + - Enron - Randy Matson team.xls + - Enron INCONTROL Product Order Form 11-28-00.xls + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 02:46 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: The EBS Enron agreement + +Hi Jeff, + +I hope you are doing well. There have been some interesting developments on +the way to the Enron Broadband/BMC agreement since we last spoke. +Apparently, it is extremely important to Jim Crowder to get this agreement +in place by December 15. As a result of the conversation between Jim +Crowder and Jeff Hawn, BMC Exec., I have been directed to help Steve Morse +and Chaz Vaughan in leveraging the best deal possible for the various +projects that Enron is considering with BMC. As you are aware, we have +already proposed several individual deals. In addition to those we are +including some deals in which there has been an expressed interest so that +Enron can take advantage of the pricing that this partnership will bring to +you. + +The purpose of this e-mail is to give you a heads up on the acceleration of +timing that we have been directed to work towards and to let you know that +we have already agreed to bring our price down in order to make the price +more attractive to Enron. We would very much appreciate your help in +expediting the process of bringing this agreement to closure. In my next +e-mail I will send you a list of all the outstanding BMC proposals to Enron. + +Best regards, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 03:34 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: BMC Projects at Enron + + +Hi Jeff, + +Here's the attachments I told you that I would send you. The Incontrol +contains two spreadsheets. + + <> <> +<> <> <> <> <> + +Taker care, + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + + + + + + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:36 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'stephen_morse@enron.net'"" , +""'chaz_vaughan@enron.net'"" , ""Goicoechea, Bernie"" + + Subject: Application of the Discount + +Hi Jeff, + +I'm sure you already realize this, but for the sake of clarification, it's +important to make sure that I state that the 45% discount is applied only if +we have the EBS Enron Partnership agreement in place. + +Best regards, +Ann + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM ----- + + ""Munson, Ann"" + 12/08/2000 05:55 PM + + To: ""'jeff_youngflesh@enron.com'"" + cc: ""'Chaz_vaughan@enron.net'"" , +""'stephen_morse@enron.net'"" + Subject: Please Use this Attachment... + + +....to replace the Word Document that I sent you previously. As per my +voice mail to you. + + <> + +Ann M. Munson +Senior Sales Representative +BMC Software +713-918-4569 Direct +713-918-8001 Fax +amunson@bmc.com + + + + +" +"arnold-j/bmc/7.","Message-ID: <31903951.1075849627905.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 05:56:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: eric.merten@enron.com, tom.moore@enron.com +Subject: EBS Professional Services Agreement +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Eric Merten, Tom O Moore +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Eric, + +Thank you very much for taking the time to speak with Tom Moore and me. +Attached is the (only) contract which I have received from the EBS +origination team trying to close a deal with BMC Software. Steve Morse and +Chaz Vaughan report to Brad Nebergall (VP, Central Origination, EBS), who +reports to Jim Crowder (VP, Enterprise Services, EBS). + +Please review, and provide your feedback to me, the EBS origination team +(Chaz, Steve, and Brad Nebergall), and Tom Moore. + +If there are any other EBS deals/contracts on the table involving BMC, I +would like to do whatever I could to help them close on this. Please let me +know if I can do anything else for you! You can reach me at (x55968) or Tom +at (x55552). The origination team is at (Chaz: x58815, Steve: x37137, Brad: +x34714). On a final note, the originators have repeatedly driven home the +point that they must have this deal closed with BMC by end-of-day this +Friday, December 15. I am focused on helping them win the business however I +can. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + +----- Forwarded by Jeff Youngflesh/NA/Enron on 12/12/2000 01:46 PM ----- + + Stephen Morse@ENRON COMMUNICATIONS + 12/11/2000 03:20 PM + + To: Chaz Vaughan/Enron Communications@Enron Communications + cc: Jeff Youngflesh/NA/Enron@ENRON + Subject: EBS Professional Services Agreement + + +Chaz, + +I assume Jeff is running with this. The contract needs to be in place by +Thurs. 6pm CST in coordination with the EBS agreement. + +Thanks, + +Steve + +Steve Morse +Enron Broadband Services +713-853-7137-work +713-569-7912-cell +email: stephen_morse@enron.net +----- Forwarded by Stephen Morse/Enron Communications on 12/11/00 03:24 PM +----- + + Jeremy_Aber@bmc.com + 12/08/00 03:35 PM + + To: Stephen Morse/Enron Communications@Enron Communications, Chaz +Vaughan/Enron Communications@Enron Communications + cc: Ann_Munson@bmc.com, Joe_Young@bmc.com, Tari_Hoekel@bmc.com + Subject: EBS Professional Services Agreement + + + +At the request of Ann Munson, attached is a revised draft of the Enron +Broadband Services Professional Services agreement. + +This draft should replace any previous drafts sent. + + + <> + +Jeremy Aber +Senior Legal Counsel +BMC Software, Inc. +Tel: 713/918-3743 +Fax: 713/918-7306 +jeremy_aber@bmc.com + +The information contained in and transmitted with this e-mail is (a) Subject +to attorney/client privilege; (b) Attorney work product; and (c) +Confidential. + + + - Enron Broadband Services Agreement 120800.doc +" +"arnold-j/bmc/8.","Message-ID: <9886073.1075849627928.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 06:30:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: bob.mcauliffe@enron.com +Subject: Update on BMC/EBS situation +Cc: jennifer.medcalf@enron.com, peter.goebel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, peter.goebel@enron.com +X-From: Jeff Youngflesh +X-To: Bob McAuliffe +X-cc: Jennifer Medcalf, Peter Goebel +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Bob, + +I want to make sure I keep you in the loop on the EBS/BMC/NetWorks/Global +Strategic Sourcing interactions. + +EBS has worked out an additional 25% discount, which brings the total +discount structure to Enron to a 45%-off pricing level, if EBS and Enron +aggregate their spend opportunity. This should come as good news to anyone +at Net Works who might be about to implement a BMC solution. + +Also, there is additional flexibility in the situation, in that BMC will be +willing to work with Enron business units with regard to the timing of their +software purchases as it relates to applicability in EBS' deal. For example, +if Randy Matson's team chose the BMC solution at the conclusion of their +current testing, they could lock in the discount at 45% by sending an e-mail +(or other form of written communication) committing to the purchase in 2001 +(the preference would be to get the ""buy"" done by end of 1st Qtr, if +possible). This would be sufficient commitment for BMC to go forward with +their purchases of EBS' solutions currently proposed to BMC. + +I'm going to contact your leads (Randy, Bruce, et. al.) to let them know of +the additional possible discount and the relative ease of securing it...and +to also help make sure that what BMC is pricing out to all is the correct +application solution in each instance. + +Thank you for your help and cooperation, + +Jeff Youngflesh" +"arnold-j/bmc/9.","Message-ID: <27247185.1075849627952.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 08:43:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: stephen.morse@enron.com, chaz.vaughan@enron.com +Subject: BMC Update +Cc: jennifer.medcalf@enron.com, brad.nebergall@enron.com, eric.merten@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, brad.nebergall@enron.com, eric.merten@enron.com +X-From: Jeff Youngflesh +X-To: Stephen Morse, Chaz Vaughan +X-cc: Jennifer Medcalf, Brad Nebergall, Eric Merten +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bmc +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Steve/Chaz - + +I have taken your EBS Professional Services contract through our contracts +folks, and we have ended up with it now being in EBS' contracts dept w/one of +your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten +(PDX) early this afternoon, and he now has the contract. EBS may have some +Intellectual Property issues related to ownership of BMC Consultant-developed +materials (while being paid by Enron). Eric is in the driver's seat with the +contract at this point. + +I have sent notes to all of the Net Works directors currently engaged in one +form or another with BMC product and/or personnel. In it, they have been +requested to help us understand our opportunity from a number of angles: +Application(s) considered, attractiveness of the new pricing, attractiveness +of the BMC flexibility w/regard to ""purchase commitment"", etc. In addition, +I have re-iterated the time urgency. + +I have followed up the note w/telephone calls & messages to all of them: +Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am +meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have +me in their voicemailbox, Cummins was in a meeting and he said he would call +me back. + +Would either one of you please let me know what BMC wants EBS to do for +them: how much do they want you to guarantee them in BMC revenue? Are you +still looking at a $13MM TCV over 5 years? Have I properly conveyed the +""accepable-to-BMC method"" of proving purchase commitment from Enron? Your +note re: getting the Prof'nl Svcs contract signed says it has to be done by +6pm the 14th...what if you don't get it until the morning of the 15th? + +I will call you to follow up on this note. + +Thank you, + +Jeff Youngflesh" +"arnold-j/bridge/1.","Message-ID: <12136805.1075849628146.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 06:35:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: ali.khoja@enron.com, kathy.shaps@enron.com +Subject: Your ""Bridge"" corp./contract info request +Cc: kim.godfrey@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: kim.godfrey@enron.com, jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Ali Khoja, Kathy Shaps +X-cc: Kim Godfrey, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bridge +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Ali, + +The ""Bridge"" you referred to in your voice message to me is not the one you +want, I believe. You referred to a $5MM spend by Enron w/ ""Bridge"". That +spend data comes from the pre-SAP era, and may not be as accurate as one +might hope. In addition, you will find that the product/service category is +""Hardware"". I am not sure that is the ""Bridge"" which Kathy Shaps is looking +for the contract information (if any) on. + +That Bridge (Kathy's target, I believe) is the one which EBS has done a deal +with (Bridge/Savvis/EBS, early summer '00; for WebFN)...Jeannette Busse & +Greg Reynolds are intimately familiar with that customer relationship, but +perhaps not at the contract level. If it is and EBS-only relationship, EBS +may have the only contract. The EBS contracts contact would be Ray Stelly, +who reports to Pat Weatherspoon (Ray is out until Monday the 11th, though). +You might also check with Richard Weeks, who could direct you to the right +person in EBS purchasing, if it's a ""buy on PO"" situation. + +http://www.bridge.com/ + +http://www.webfn.com/cgi-bin/core.dll?i9=267&s144=index.txt&sfront=1&slogin=0& +sframeBust=undefined + +Please check the URLs above, and if they take you to the company with the +""Enron relationship"" you're referring to, I'll have a better idea what to +look for. In the meantime, I am looking into our contracts area to see what, +if any, contracts that GSS has active (for any part of Enron) with any +company called ""Bridge"", whether it is Bridge Information Systems, or some +other ""Bridge"". When I have more information, I'll call and/or e-mail you +with an update. I'll also copy Kathy and Kim. + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716" +"arnold-j/bridge/2.","Message-ID: <5894066.1075849628168.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 02:46:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jeff.youngflesh@enron.com +Subject: Re: Your ""Bridge"" corp./contract info request +Cc: ali.khoja@enron.com, jennifer.medcalf@enron.com, kathy.shaps@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ali.khoja@enron.com, jennifer.medcalf@enron.com, kathy.shaps@enron.com +X-From: Kim Godfrey +X-To: Jeff Youngflesh +X-cc: Ali Khoja, Jennifer Medcalf, Kathy Shaps +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bridge +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jeff, + +The value that we are looking for is the annual spend from ENA (trading +floor) to have each trader access the Bridge Information System or Bridge +Terminal. We believe that Enron would get this backbone connectivity from +Savvis. This information is supplied by Bridge and has nothing to do with +the WebFN transaction done by EBS. Any thoughts on where we can find the +annunal spend by ENA to gain access to the Bridge Terminals and their +information - we thought that GSS might have the annual spend numbers. + +thanks for your help, + +Kim " +"arnold-j/bristol_babcock/1.","Message-ID: <8889821.1075849628194.JavaMail.evans@thyme> +Date: Tue, 5 Dec 2000 09:15:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: rebende@earthlink.net, jimgriffeth@compuserve.com, + kevinfinnan@compuserve.com +Subject: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes +Cc: anthony.gilmore@enron.com, roy.hartstein@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: anthony.gilmore@enron.com, roy.hartstein@enron.com, + jennifer.medcalf@enron.com +X-From: Jeff Youngflesh +X-To: Bender Rob , JimGriffeth@compuserve.com, KevinFinnan@compuserve.com +X-cc: Anthony Gilmore, Roy Hartstein, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bristol babcock +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Meeting Minutes: Bristol Babcock, Pagosa Energy/Well Master, EBS, and GSS +Meeting Purpose: Business overview, solutions identification/brainstorming +Date: 12/1/00 + +Enron + +EBS Attendee: +Anthony Gilmore +Global Strategic Sourcing Attendee: +Jeff Youngflesh + +Bristol Babcock +Kevin Finnan +Jim Griffeth + +Pagosa Energy/Well Master +Rob Bender + + +DISCUSSION POINTS: + +1) Bristol and Well Master feel that there is significant opportunity, with +placement of enough BBI TeleFlow devices (integrated flow computer, +corrector, recorder and controller/RTU) in North America that the data +transmission needs would generate enough bandwidth demand that it would be of +interest to EBS to provide some of its solutions to Bristol & Pagosa Energy +""unified solutions"" (quotes are mine - JKY) for the gas industry. NOTE: +this could take a longer term to reach the necessary ""critical status"", due +to the need for a very large hardware install base since each TeleFlow +generates only about 11 - 12,000 bytes of data per day in its report bursts. +1a) In this scenario, the EBS opportunity would be primarily driven by sales +of product solutions by BBI and Pagosa, which would include EBS network +capacity. (a ""sell-through"" effect for EBS) + +2) There could also be enough demand for bandwidth- or related EBS solutions +to Bristol by including Bristol's own internal I/T bandwidth consumption that +a near-term solutions engagement would be desirable. NOTE: this could +accelerate to the necessary ""critical status"", bringing to EBS more solutions +demand due to the addition of ""sell-to"". The ""sell-through"" effect would be +present with Bristol/Pagosa selling solutions which use EBS' solutions (a +sales ""channel""), as well as EBS ""sell-to"" BBI & Pagosa for their own +internal consumption of bandwidth. +____________________________________________________________________ + + +ACTION ITEMS: +1) Bristol will provide Anthony (Tony) Gilmore of Enron Broadband Services +the necessary contact information for the appropriate people in FKI's +(Bristol's parent co.) Info/Technology area. + +2) Enron GSS contacts (J Youngflesh) will attempt to ascertain if there would +be value to Enron (GPG?) and/or its customers if they had the ability to +execute nomination control all the way to the ground (upstream of gas +well-head). + +3) EBS (Tony Gilmore) will begin working on the I/T discovery process, +attempting to aggregate total Bandwidth demand: (usage patterns/volume/etc.) +at Bristol and/or Pagosa. +3a) Per Rob Bender, Tony Gilmore should be contacting Al Freimeyer (sp?) at +Pagosa to understand the volum of data from their daily batches from +well-to-vendor. Rob provided Tony Al's telephone number on 12/1. + +4) Enron GSS to contact Ron Smith - waterSCADA.com - to investigate parallel +opportunity (gas / water analog). + +5) EBS and BBI/Pagosa will begin (internal efforts) to figure out ways of +getting the TeleFlow CDPD data onto the EBS ""Enron Intelligent Network"" + +Next Meeting: TBD + +Please let me know if I've missed anything. + + +Thank you, + +Jeff + +Jeff Youngflesh +Director, Business Development +Global Strategic Sourcing +Enron Corp. +333 Clay Street, 11th Floor +Houston, TX 77002 +t: 713-345-5968 +f: 713-646-2450 +c: 713-410-6716 + + + + + Bender Rob + 12/05/2000 08:50 AM + + To: jeff.youngflesh@enron.com + cc: Anthony_Gilmore@enron.net + Subject: Meeting 12-1-00 + +Dear Jeff: + +It was a pleasure meeting with you last Friday with Jim Griffith and +Kevin Finnan of Bristol Babcock. Perhaps by now you have had an +opportunity to review the http://wells.pagosaenergy.com web site and +look at aspects of the ""demo"" section. This is a very dynamic program +with changes, upgrades, and customization taking place all the time to +meet the individual needs of our customers. + +There may well be a good fit here as we are seeking ever faster means of +communication and will be requiring a substantial infrastructure not +only for communications but for data base hosting as well. While yet in +its infancy we have received very positive feedback and interest from +numerous oil and gas companies in the industry. An alliance with Enron +to help us on the road to becoming the ""Microsoft"" of oil and gas well +automation would be a very alluring prospect. I would like to keep a +dialog going between us to scope out areas of mutual benefit for our two +companies where such an alliance would make sense. + +I hope to hear from you soon. + +Sincerely, +Rob Bender, +President - PagosaEnergy.com +rob@pagosaenergy.com + + + + +" +"arnold-j/bristol_babcock/2.","Message-ID: <26899281.1075849628217.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 01:53:00 -0800 (PST) +From: jeff.youngflesh@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jeff Youngflesh +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Bristol babcock +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, +I had forgotten to invite Roy, but I did tell him about the meeting, and he +was OK w/getting the notes after the fact. I also told him I would not +forget to keep him in the loop and invited to any future meetings. + +As for Ron Smith, I really have egg on my face. I totally forgot about Ron +(I was thinking only Instromet, and S-J was running with that). I think that +in my excitement and effort to get this meeting put together, I overlooked a +few important details. I will certainly do a better job next time! + +Thanks for the reminder! + +JY +p.s. I was unable to get w/George during the day yesterday, but I did catch +him at about 6:35pm. I gave him my update on the latest BMC/EBS activities +(Crowder is going to meet w/Philippe today). He gave me some good feedback, +and I think that for the most part, I'm on the right track. The only thing +I've done which I feel could provide (potential) negative exposure, based on +feedback from George; is discussing w/BMC the idea that perhaps EBS could do +the buy/take $1MM, and pay/keep credit of $2MM...I wasn't admonished, but KGW +felt that I would have been better off not discussing that w/BMC...You and I +can talk, though, because I'm not so sure that it was a bad thing, in this +case. But next time, there won't be a next time - so that won't be an issue +anyway! + + + + Jennifer Medcalf@ECT + 12/07/2000 08:45 AM + + To: Jeff Youngflesh/NA/Enron@ENRON + cc: + Subject: Re: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes + +Jeff, +The meeting minutes look great and that it was a very beneficial meeting for +all parties. Was Roy or Ron invited? If not let's make sure that they are +at the next meeting so we do not get any static from them. +Jennifer +" +"arnold-j/colleen_koenig/1.","Message-ID: <17358368.1075849628240.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 00:49:00 -0800 (PST) +From: jennifer.stewart@enron.com +To: jennifer.medcalf@enron.com +Subject: Vengas venue / Venezuela +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jennifer N Stewart +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Colleen koenig +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/04/2000 +08:45 AM --------------------------- + + + + From: Jim Rountree 12/04/2000 07:50 AM + + +To: Don Hawkins/OTS/Enron@Enron, Jennifer N Stewart/NA/Enron@Enron +cc: + +Subject: Vengas venue / Venezuela + +I want to pass on my sincere appreciation for the excellent work and +assistance from Colleen Koenig during last weeks crisis management program in +Venezuela. Colleen was more than helpful and provided services that I found +invaluable. She was extremely well liked by the senior management of Vengas +and spent a great deal of time with them in creating an environment conducive +to teamwork and productivity. Her language skills, knowledge and personality +provided an incredible resource. Thanks for allowing my program her services +and I look forward to working with her again in the future. + +Jim Rountree +" +"arnold-j/colleen_koenig/2.","Message-ID: <19867444.1075849628263.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 03:12:00 -0800 (PST) +From: jennifer.stewart@enron.com +To: jennifer.medcalf@enron.com +Subject: Vengas venue / Venezuela +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jennifer N Stewart +X-To: Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Colleen koenig +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/04/2000 +11:09 AM --------------------------- + + +Don Hawkins +12/04/2000 10:51 AM +To: Jennifer N Stewart/NA/Enron@Enron +cc: George Wasaff/NA/Enron@Enron + +Subject: Vengas venue / Venezuela + +Jennifer, thanks for making Colleen available to Jim, She did an excellent +job. + +Don +---------------------- Forwarded by Don Hawkins/OTS/Enron on 12/04/2000 10:51 +AM --------------------------- + + + + From: Jim Rountree 12/04/2000 07:50 AM + + +To: Don Hawkins/OTS/Enron@Enron, Jennifer N Stewart/NA/Enron@Enron +cc: + +Subject: Vengas venue / Venezuela + +I want to pass on my sincere appreciation for the excellent work and +assistance from Colleen Koenig during last weeks crisis management program in +Venezuela. Colleen was more than helpful and provided services that I found +invaluable. She was extremely well liked by the senior management of Vengas +and spent a great deal of time with them in creating an environment conducive +to teamwork and productivity. Her language skills, knowledge and personality +provided an incredible resource. Thanks for allowing my program her services +and I look forward to working with her again in the future. + +Jim Rountree + + +" +"arnold-j/compaq/1.","Message-ID: <11990974.1075849628287.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 02:26:00 -0800 (PST) +From: kim.godfrey@enron.com +To: bob.jordan@compaq.com, david.spurlin@compaq.com, jeff.gooden@compaq.com +Subject: Server Agreement Amendment Language +Cc: bryan.williams@enron.com, jim.crowder@enron.com, gil.melman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: bryan.williams@enron.com, jim.crowder@enron.com, gil.melman@enron.com +X-From: Kim Godfrey +X-To: bob.jordan@compaq.com, david.spurlin@compaq.com, jeff.gooden@compaq.com +X-cc: Bryan Williams, Jim Crowder, Gil Melman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Bob, David and Jeff, + +Please find the following EMail as a piece of the EBS / Compaq history. +This is the amendment language developed to address the five clarification +points rasied during the EBS / Compaq meetings in August and September +2000. These meetings were held to gain mutual understanding and clearly +identify the requirements of the January 2000 Product and Server Supply +Agreement. + +Bob, I appreciated the honesty and perspective shared between us this +morning. I look forward to resolution of these perspectives. + +thanks, + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 12/19/00 08:42 AM ----- + + Kim Godfrey + 11/30/00 07:16 PM + + To: derrick.deakins@compaq.com + cc: Bryan Williams/Enron Communications@Enron Communications + Subject: Server Agreement Amendment Language + +Derrick, + +Please find attached proposed language for the Amendment to address the four +items that we discussed today in our Conference Call. We believe that this +will achieve discussed changes to the Server Purchase and Product Supply +Agreement. We look forward to resolving this in a timely fashion and thank +you in advance for your assistance. + + + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354" +"arnold-j/compaq/10.","Message-ID: <1271988.1075849628508.JavaMail.evans@thyme> +Date: Fri, 1 Dec 2000 03:57:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jennifer.medcalf@enron.com +Subject: Re: Presentations to Compaq manufacturing and treasury executives, + December 14 from 2-3 PM +Cc: colleen.koenig@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colleen.koenig@enron.com +X-From: Sarah-Joy Hunter +X-To: Jennifer Medcalf +X-cc: Colleen Koenig +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer: + +Can Alan Engberg have an alternate at the meeting? Lee Jackson could do a +great job -- he wrote the recent article on plastics and petrochemicals which +came out in the last Analyst/Associate Encounter newsletter. + +SJ +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000 +11:56 AM --------------------------- + + +Alan Engberg@ECT +12/01/2000 11:53 AM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: + +Subject: Re: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +I have a conflict that day - both Doug and I will be in NYC. Let me know if +you want an alternate, perhaps Lee Jackson. + +Thanks, +Alan + + + +Sarah-Joy Hunter@ENRON +11/30/2000 06:17 PM +To: Alan Engberg/HOU/ECT@ECT +cc: +Subject: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +FYI: A meeting agenda and listing of Compaq attendees will be e-mailed the +week of December 11th! +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 11/30/2000 +06:16 PM --------------------------- + + +Sarah-Joy Hunter +11/30/2000 06:11 PM +To: Bruce Harris/NA/Enron@Enron, Harry Arora/HOU/ECT@ECT, Alan +Engberg/HOU/ECT@ECT +cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron + +Subject: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +Bruce, Harry, Alan: + +Jennifer Stewart Medcalf has asked me to invite you to a meeting with Compaq +executives from their manufacturing and treasury divisions from 2-3 PM on +December 14th in 3 Allen Center 11C1. You would have the opportunity to +present your business propositions to these senior executives -- about 15 +minutes each. + +Please e-mail me your confirmations. We will have an LCD projector so you +can bring your presentations on laptop and just hook up at 2PM. Please feel +free to bring paper copies of your presentations to hand out at the meeting. + +Thanks. + +Sarah-Joy Hunter +713-345-6541 + + + + + +" +"arnold-j/compaq/11.","Message-ID: <4129141.1075849628531.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 23:40:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: kim.godfrey@enron.com +Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM + 3 Allen Center 11C1, December 14th +Cc: jennifer.medcalf@enron.com, colleen.koenig@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, colleen.koenig@enron.com +X-From: Sarah-Joy Hunter +X-To: Kim Godfrey +X-cc: Jennifer Medcalf, Colleen Koenig +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Kim: + +Glad you can attend. Yes, please join us from 1PM-4PM. + +Colleen, can you add Kim Godfrey to the Experience Enron group? + +Thanks. + +Sarah-Joy +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000 +07:32 AM --------------------------- +From: Kim Godfrey@ENRON COMMUNICATIONS on 11/30/2000 07:34 PM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Colleen Koenig/NA/Enron@Enron, Jennifer Medcalf/NA/Enron@Enron + +Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM 3 +Allen Center 11C1, December 14th + +Sarah, + +Thanks to you and Jennifer for arranging. I will be in attendance at 3:00 +pm and have asked either Jim Crowder or Everett Plante to also attend. I do +not know their availability yet due to the Enron PRC meeting conflicts. Is +it possible for me to attend starting at 1:00 pm - I have not been through a +complete Experience Enron meeting ? + +thanks again for your help. + +Kim + + + + + Sarah-Joy Hunter@ENRON + 11/30/00 06:16 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron + Subject: invitation to meeting with senior Compaq executives from 1-4PM 3 +Allen Center 11C1, December 14th + +Hi Kim, + +Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to +invite you to a meeting with senior Compaq executives on +December 14th. Though the meeting will start at 1PM, Jennifer is +specifically requesting your presence from 3-4 PM when discussions will focus +on the Compaq/EBS relationship. Other Compaq executives besides ""Keith"" will +be there. + + +An agenda and listing of attendees will be e-mailed to you the week of +December 11th. + +Thanks for confirming back with Jennifer Medcalf your availability, from 3-4 +PM, December 14th. She can be reached at ext.#6-8235. + +Sarah-Joy Hunter + + +" +"arnold-j/compaq/12.","Message-ID: <7923462.1075849628554.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 11:34:00 -0800 (PST) +From: kim.godfrey@enron.com +To: sarah-joy.hunter@enron.com +Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM + 3 Allen Center 11C1, December 14th +Cc: colleen.koenig@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colleen.koenig@enron.com, jennifer.medcalf@enron.com +X-From: Kim Godfrey +X-To: Sarah-Joy Hunter +X-cc: Colleen Koenig, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Sarah, + +Thanks to you and Jennifer for arranging. I will be in attendance at 3:00 +pm and have asked either Jim Crowder or Everett Plante to also attend. I do +not know their availability yet due to the Enron PRC meeting conflicts. Is +it possible for me to attend starting at 1:00 pm - I have not been through a +complete Experience Enron meeting ? + +thanks again for your help. + +Kim + + + + + Sarah-Joy Hunter@ENRON + 11/30/00 06:16 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron + Subject: invitation to meeting with senior Compaq executives from 1-4PM 3 +Allen Center 11C1, December 14th + +Hi Kim, + +Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to +invite you to a meeting with senior Compaq executives on +December 14th. Though the meeting will start at 1PM, Jennifer is +specifically requesting your presence from 3-4 PM when discussions will focus +on the Compaq/EBS relationship. Other Compaq executives besides ""Keith"" will +be there. + + +An agenda and listing of attendees will be e-mailed to you the week of +December 11th. + +Thanks for confirming back with Jennifer Medcalf your availability, from 3-4 +PM, December 14th. She can be reached at ext.#6-8235. + +Sarah-Joy Hunter +" +"arnold-j/compaq/13.","Message-ID: <25647860.1075849628577.JavaMail.evans@thyme> +Date: Mon, 27 Nov 2000 07:51:00 -0800 (PST) +From: colleen.koenig@enron.com +To: carrie.robert@enron.com +Subject: change in date/time for Compaq's Experience ENRON +Cc: jennifer.stewart@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.stewart@enron.com +X-From: Colleen Koenig +X-To: Carrie A Robert +X-cc: Jennifer Stewart +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Carrie, + +I hope you had a great Thanksgiving! + +We would like to change the date for the Compaq Experience ENRON request I +submitted online. Originally the date was 12/13, we would like to +reschedule for 12/14 for one hour in the afternoon. Jennifer Stewart Medcalf +will give you a call with further details. + +Colleen Koenig +Analyst +Enron Corp +Global Strategic Sourcing +713.345.5326 + + +" +"arnold-j/compaq/2.","Message-ID: <4383620.1075849628312.JavaMail.evans@thyme> +Date: Tue, 19 Dec 2000 02:22:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jeff.gooden@compaq.com, david.spurlin@compaq.com, bob.jordan@compaq.com +Subject: RE: Compaq / EBS Relationship +Cc: jim.crowder@enron.com, tracy.prater@enron.com, gil.melman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jim.crowder@enron.com, tracy.prater@enron.com, gil.melman@enron.com +X-From: Kim Godfrey +X-To: Jeff.Gooden@compaq.com, david.spurlin@compaq.com, bob.jordan@compaq.com +X-cc: Jim Crowder, Tracy Prater, Gil Melman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jeff, + +As of Dec 14th, Enron received the message regarding David Spurlin greater +involvement in the EBS relationship. In the past, EBS had included David on +the direction of our relationship and not the details. Our prior direction +was to have Derrick Deakins as our key point of communication. + +In regards to your comment about amending the Agreement. I would like to +fill yourself, David and Bob in on some history. During the meetings in +August 2000, EBS and Compaq reviewed the Agreement line by line and +identified 5 sections to be clarified / amended. There was a group of at +least 8 Compaq attendees (Chris Sweet took extensive notes for Compaq). Both +EBS and Compaq agreed on the methodology to calculate the value of the Compaq +Minimum Annual Spend of EBS Services. Spreadsheets were exchanged between +both Parties and the amounts were agreed upon. A significant amount of time +was spent in this process between August through October. EBS and Compaq +(Derrick Deakins) developed contract language to clarify the outstanding 5 +sections. This contract amendment was sent to Compaq (Rob and Derrick) for +comments in November. EBS has not heard anything regarding the language. +During the course of these discussions, EBS agreed to concede on certain +points of interpretation on the Server Purchase Agreement and Compaq agreed +to work with EBS to achieve revenue recognition in 2000. The EBS +concessions were used by both Parties to develop the methodology to calculate +the Compaq Minimum Spend toward EBS Services. This was reason for the +development of the EBS Consulting Payment ($832,000). + +EBS looks forward to the resolution of these issues and moving forward with +our relationship. + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354 + + + + Jeff.Gooden@compaq.com + 12/18/00 07:58 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: + Subject: RE: Compaq / EBS Relationship + +Kim, + +Thank you for including me in this email...I agree, without question, Dave +Spurlin ""Owns"" the Enron/Compaq relationship, from Compaq's perspective. +All matters should go through Dave...Thank you, this will make your life +easier. + +Although I was not in the entire meeting with yourself, Keith and Rob; My +reaction was that this agreement needs to be amended to protect both Enron +and Compaq. We are both exposed to potential unnecessary pitfalls that are +clearly evident in the original agreement. + +We look forward to resolving this issue, amending this agreement, and moving +forward in the partnership between Enron and Compaq. + +Sincerely, + +Jeff Gooden +Enterprise Sales Manager +Compaq Computer Corporation +(281) 927-3500 + + +-----Original Message----- +From: Kim_Godfrey@enron.net [mailto:Kim_Godfrey@enron.net] +Sent: Monday, December 18, 2000 5:54 PM +To: Gooden, Jeff +Subject: Compaq / EBS Relationship + + + + +Jeff, + +David asked that I include you in future Emails. + +thanks, + +Kim G +----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 05:57 PM +----- +|--------+-----------------------> +| | Kim Godfrey | +| | | +| | 12/18/00 | +| | 05:49 PM | +| | | +|--------+-----------------------> + +>--------------------------------------------------------------------------- +-| + | +| + | To: bob.jordan@compaq.com, david.spurlin@compaq.com +| + | cc: Jim Crowder/Enron Communications@Enron Communications, +| + | Everett Plante/Enron Communications@Enron Communications, Tracy +| + | Prater/Enron Communications@Enron Communications, +| + | derrick.deakins@compaq.com, Gil Melman/Enron Communications@Enron +| + | Communications +| + | Subject: Compaq / EBS Relationship +| + +>--------------------------------------------------------------------------- +-| + + + +David and Bob, + +We look forward to working with you to strengthen the Compaq and EBS +relationship. EBS has identified potential server business opportunities +(storage, streaming media) where our two organizations can work together. +After +our meeting on Dec 14th, EBS now understands to utilize David Spurlin as the +point person for these communications. EBS had prior direction from Compaq +to +direct our discussions to Derrick Deakins, Rob Senders, Keith McAuliffe or +Kent +Major. Tracy Prater and myself look forward to spending additional time +with +David to ensure that he is aware of the EBS business opportunities and +issues. + +EBS had invested significant dollars, time and energy with Compaq to develop +the +streaming media server solutions. We discussed during the Dec 14th meeting +that +there are decisions to be made regarding the existing Product and Server +Supply +Agreement that are contingent on those streaming media solutions. EBS and +Compaq have both acted in good faith to achieve the intent of the Product +and +Server Supply Agreement in pursuing these solutions. To that end, EBS has +had +internal discussions regarding the appropriate next steps to further our +relationship. + +The January 2000 Product and Service Supply Agreement is the legal framework +for +our relationship until both parties mutually agree to change. Until those +changes are made: +1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq +was +invoiced for the 2000 Minimum Annual Purchase of ECI Services on November 7, +2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice +amount. EBS expects payment for the total invoice as outlined in Section +3.0 on +or before December 31,2000. +2) Potential for Agreement Termination: Prior to the Dec 14th meeting, +Compaq +(Keith and Rob) have discussed this with EBS (Jim Crowder, myself). The +understanding between both Parties was that EBS would need a written notice +and +payment by Compaq of $2,500,000. The concept to start over with a new +contractual agreement was again discussed during the Dec 14th meeting. EBS +strongly believes in the value of the Compaq and EBS relationship, if Compaq +believes that to start over with a new agreement is necessary then we look +forward to working with Compaq to achieve that goal. + +Again, we look forward to working with yourselves to identify and create +strategic business opportunities for both EBS and Compaq. + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354 + + +" +"arnold-j/compaq/3.","Message-ID: <23535214.1075849628336.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 09:49:00 -0800 (PST) +From: kim.godfrey@enron.com +To: bob.jordan@compaq.com, david.spurlin@compaq.com +Subject: Compaq / EBS Relationship +Cc: jim.crowder@enron.com, everett.plante@enron.com, tracy.prater@enron.com, + derrick.deakins@compaq.com, gil.melman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jim.crowder@enron.com, everett.plante@enron.com, tracy.prater@enron.com, + derrick.deakins@compaq.com, gil.melman@enron.com +X-From: Kim Godfrey +X-To: bob.jordan@compaq.com, david.spurlin@compaq.com +X-cc: Jim Crowder, Everett Plante, Tracy Prater, derrick.deakins@compaq.com, Gil Melman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +David and Bob, + +We look forward to working with you to strengthen the Compaq and EBS +relationship. EBS has identified potential server business opportunities +(storage, streaming media) where our two organizations can work together. +After our meeting on Dec 14th, EBS now understands to utilize David Spurlin +as the point person for these communications. EBS had prior direction from +Compaq to direct our discussions to Derrick Deakins, Rob Senders, Keith +McAuliffe or Kent Major. Tracy Prater and myself look forward to spending +additional time with David to ensure that he is aware of the EBS business +opportunities and issues. + +EBS had invested significant dollars, time and energy with Compaq to develop +the streaming media server solutions. We discussed during the Dec 14th +meeting that there are decisions to be made regarding the existing Product +and Server Supply Agreement that are contingent on those streaming media +solutions. EBS and Compaq have both acted in good faith to achieve the +intent of the Product and Server Supply Agreement in pursuing these +solutions. To that end, EBS has had internal discussions regarding the +appropriate next steps to further our relationship. + +The January 2000 Product and Service Supply Agreement is the legal framework +for our relationship until both parties mutually agree to change. Until +those changes are made: +1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq +was invoiced for the 2000 Minimum Annual Purchase of ECI Services on November +7, 2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice +amount. EBS expects payment for the total invoice as outlined in Section 3.0 +on or before December 31,2000. +2) Potential for Agreement Termination: Prior to the Dec 14th meeting, +Compaq (Keith and Rob) have discussed this with EBS (Jim Crowder, myself). +The understanding between both Parties was that EBS would need a written +notice and payment by Compaq of $2,500,000. The concept to start over with a +new contractual agreement was again discussed during the Dec 14th meeting. +EBS strongly believes in the value of the Compaq and EBS relationship, if +Compaq believes that to start over with a new agreement is necessary then we +look forward to working with Compaq to achieve that goal. + +Again, we look forward to working with yourselves to identify and create +strategic business opportunities for both EBS and Compaq. + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354" +"arnold-j/compaq/4.","Message-ID: <16702980.1075849628364.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 03:33:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jennifer.stewart@enron.com +Subject: Re: Compaq Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Godfrey +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +fyi - our position is either pay the $2.5 million termination fee or pay the +$4.1 million toward Compaq future purchases. You will see a bcc of my EMail +to Bob and Rob. My reason for the blind copy is that I want to ensure that +this communication is between Bob and our group. + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 11:35 AM ----- + + Jim Crowder + 12/17/00 07:23 PM + + To: Kim Godfrey/Enron Communications@Enron Communications + cc: Bryan Williams/Enron Communications@Enron Communications, Everett +Plante/Enron Communications@Enron Communications, Marie Thibaut/Enron +Communications@Enron Communications + bcc: + Subject: Re: Compaq Update + + +832k is not going to have a dramatic impact on our business. Stick with the +2.5 number and ensure that Global Sourcing holds the line.c + + + + Kim Godfrey + 12/15/00 09:01 AM + + To: Everett Plante/Enron Communications@Enron Communications, Jim +Crowder/Enron Communications@Enron Communications + cc: Marie Thibaut/Enron Communications@Enron Communications, Bryan +Williams/Enron Communications@Enron Communications + Subject: Compaq Update + + + + + +Everett and Jim, + +I have phone calls into both of you to gain your feedback and support on +appropriate next steps with Compaq. Everett, I am asking for your input as +it is your cost center that purchases the Compaq servers and hence one of the +relationship owners. During the meeting yesterday - the following happened : + a) Keith McAuliffe announced that he is leaving Compaq effective immediately +(his replacement has yet to be named). My perception is that Keith took the +hit for Compaq missing their 4th quarter Server Business Unit sales +projections. EBS is not their only account who did not meet projected +targets. + b) Bob Jordan - Director NA Sales reporting to Jerry Earle will expand his +existing Enron sales relationship to include ownership of the EBS Server +Agreement + c) EBS Server Agreement - Under the agreement Compaq was to buy EBS +Services. For the first two quarters - the Compaq purchase amount was fixed +at $1.72 million and starting with the third month then would be based on an +8% value of the total EBS Server spend for the prior two quarters. EBS sent +Compaq an invoice for $4,134,229 on November 7th. Compaq has not paid the +invoice. Lou Casari's team is handling the delinquency and notifying +Compaq. Compaq ( Keith M.'s stewardship) had agreed to pay. Bob stated that +EBS has not performed to Compaq's satisfaction under the Server Agreement and +Compaq does not believe that Compaq should be accountable to buy any EBS +services (Bob's first negotiation position). + d) EBS and Compaq have different viewpoints on what should be included in +the EBS Server Spend amount. + Compaq (Bob Jordan) value - EBS purchase of $5.1 million for servers and +hardware in 2000 + EBS (added) - EBS purchase value would add an additional $1.0 million +for servers and hardware in 2000 + EBS (added) - EBS purchase of $4.9 million for servers and hardware in +1999 + EBS (added) - EBS purchase of $3.1 million in Compaq professional +services (costs for Server deployment) + + From these viewpoints - if one was to set a Compaq purchase amount then the +following might occur + EBS total is $14.1 million spend for 1999/2000 at 8% would equal a Compaq +purchase amount of $1.128 million (w/out the 2 fixed quarters) + Compaq total is $5.1 million spend at 8% would equal a Compaq purchase +amount of $408,000 + EBS Viewpoint - Per the signed EBS Server Purchase Agreement - the amount +is $4,134,229. (I did not concede) + + e) 2000 income. Per the signed EBS Server Purchase Agreement - Compaq had +to pay for the Compaq Purchase amount before or by Dec 31, 2000 but could +defer identifying the services to be used against the amount until Dec 31, +2002. If Compaq had not used the services by Dec 31, 2002 then they lost the +right to spend against the amount. To gain 2000 income recognition, EBS +worked with Keith M and Rob Senders to invoice for $832,000 to cover EBS +consulting services provided to Compaq. Again, under Keith M's stewardship +- they verbally agreed to pay. + +Now with the above information - my offered next steps : + a) Until everything is done - maintain the ""stick"" of the EBS invoice ($4.1 +million). This is being done. + b) Termination fee - the contract does not state a termination fee. It +does state a value of $2.5 million max for liquidated damages. Prior +conversations have discussed Compaq paying a $2.5 million termination fee +(again with Keith M). This could be recognized as yr 2000 income. + c) Consulting Fee - The recognition of the $832,000 would be a 20% return on +services of $4.1 million. This is a good return for a commodity +transaction. So.... do we accept a lower amount to maintain a healthier +relationship. + + So...... please let me know your thougths. We have countered with the $2.5 +million with the understanding that the lower end would be $832,000. + +Please let me know your thoughts + +Kim Godfrey +Director, Enterprise Services +Enron Broadband Services +phone : 713 345 8813 +cell : 713 501 8105 +fax: 713 853 7354 + +" +"arnold-j/compaq/5.","Message-ID: <10623423.1075849628392.JavaMail.evans@thyme> +Date: Thu, 14 Dec 2000 22:01:00 -0800 (PST) +From: bob.jordan@compaq.com +To: jennifer.medcalf@enron.com, david.spurlin@compaq.com, jeff.gooden@compaq.com +Subject: Meeting and information +Cc: jerry.earle@compaq.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jerry.earle@compaq.com +X-From: ""Jordan, Bob"" +X-To: ""'Jennifer.Medcalf@enron.com'"" , ""Spurlin, David"" , ""Gooden, Jeff"" +X-cc: ""Earle, Jerry"" +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +Thanks for hosting the meeting yesterday. Sorry I had to leave but I had to +meet with Beth Pearlman. I believe there was a lot of good information +exchanged and that is why we ran so late. I certainly came away with a +different insight to Enron that I did not have before we met. + +Regarding the relationship between Compaq and Enron, I need to make some +things are very clear in our go forward strategy. + +At the end of the day, the account team (Dave Spurlin up through Jeff, +myself and Jerry) own the responsibility for the Enron relationship. If +corporate folks are making deals with Enron, we still have to manage the +account. Peter Blackmore is very clear about that. He was always preserved +the integrity of the account team as being responsible for the customer. +That is why we need to keep Dave focused and knowing what transactions are +taking place within Enron. He isn't the decision maker on deals like the +EBS one, but as you are well aware of, the EBS contract has impaired other +business opportunities within Enron. Dave's sole responsibility is Enron and +making sure that your needs are being met. He will direct and assist in +making sure that we have resolutions for situations that impact the +relationship with Enron. I need your help with all Enron organizations to +make sure that they use Dave as the focal point. If folks continue to go +around him, situations like EBS will continue. He has to have the total +picture of business transactions happening at Enron. He will understand how +those situations can impact the business at and for Enron. + +Secondly, attached is the information that I received regarding contracts +with Enron. Regarding the Power/Gas contact it is a 5-year deal with the +sixth year being optional. The annual outlay is estimated to be $16.1M per +year. I did make an error in using the $97M divided 5 years versus 6 years. +So at 5 years the value is $80.5M. If you have something different, let's +make sure that we are on the same page. I have attached the emails that I +received this data from. + + <> <> + +Regarding the EBS deal, from a business perspective we need to do a level +set very quickly. Compaq wants to get this settled and move on in a positive +light. Compaq will honor it's commitments but we need to make sure that +Enron does the same. The bottom line is there needs to be a resetting of +expectations relative to Compaq's revenue from EBS versus what actually got +booked. Our expectations were $96M a year based on the forecast provided by +EBS, certainly not $14M (based on what we agreed to yesterday). I find it +very difficult in the spirit of partnership to hear that we are being held +accountable for our portion of the deal, when we don't have the revenue to +off set it. Based on what I have heard, both parties had shortcomings based +on expectations that were set. I will speak to Keith and Rob this morning to +see how it was left. I also need to get your perspective on the +transaction. Jennifer, if there is a business opportunity, Compaq certainly +wants to continue in pursuing that with Enron. Provided it's equitable for +both sides. I realized that this is a difficult situation, but we will get +through it. + + +Jennifer, once again I appreciate your efforts in setting the meeting up and +hosting Compaq. I will contact you later today. +Thanks, + + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +Message-ID: +From: ""Earle, Jerry"" +To: ""Fiore, Michael"" +Cc: ""Leach, Renee"" , ""Jordan, Bob"" +, ""Spurlin, David"" , +""Gooden, Jeff"" +Subject: RE: Enron Energy Management Contract - Update. +Date: Tue, 19 Sep 2000 14:29:34 -0600 +Sensitivity: Company-Confidential +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2652.78) +Content-Type: text/plain; charset=""iso-8859-1"" + +Michael and Renee, + This is great news. Thanks to both of you for not only driving this to a +successful conclusion, but for also keeping us informed throughout the +process. Hopefully, this will help our business with Enron. + +Regards, +Jerry + +> -----Original Message----- +> From: Fiore, Michael +> Sent: Friday, September 15, 2000 8:54 AM +> To: Earle, Jerry +> Cc: Leach, Renee +> Subject: Enron Energy Management Contract - Update. +> Importance: High +> Sensitivity: Confidential +> +> Jerry, +> +> Good morning. The Enron contract for Energy Management +> Services was signed yesterday. Below are some highlights of the deal: +> +> I. Sites Included: +> +> California: (Gas & Electricity) +> Massachusetts: +> 19191 Vallco Pkwy , Cupertino 200 Forest Street, +> Marlboro (electric) +> 19333 Vallco Pkwy., Cupertino 165 Dascomb Rd, +> Andover (gas) +> 10100 N Tantau Ave., Cupertino King Street, +> Littleton (gas) +> 10300 N Tantau Ave, Cupertino Taylor St. Bldg.1, +> Littleton (gas) +> 10420 N Tantau Ave, Cupertino Taylor St. Bldg.2, +> Littleton (gas) +> 10432 N Tantau Ave, Cupertino 333 South St., +> Shrewsbury (gas) +> 10435 N Tantau Ave, Cupertino Old-Bolton Rd., Stow +> (gas) +> 10440 N Tantau Ave, Cupertino +> 10501 N Tantau Ave, Cupertino Texas: (Electricity +> only) +> 10400 Ridgeview Crt., Cupertino 10225 Louetta, +> Houston +> 10555 Ridgeview Crt., Cupertino 10251 North Fwy., +> Houston +> 10600 Ridgeview Crt., Cupertino 17111 Jarvis, +> Houston +> 901 Page Ave., Fremont +> 5425 Stevens Creek Blvd, Santa Clara (gas only) +> +> Energy Management Services will include the supply of gas +> and electricity and local utility company bill management services. +> +> +> +> II. Contract Term: +> +> Five (5) year term with the option for Enron to extend for +> and additional one (1) year period. +> +> +> III. Estimated Contract Value: (6years) +> +> Electricity: +> State Term Value +> Massachusetts $13,267,505 +> Texas $49,894,554 +> California $30,170,154 +> +> Gas: +> State Term Value +> Massachusetts $1,727,956 +> California $2,354,178 +> Total Contract Value: $97,414,347 +> +> +> Regards, +> +> Michael Fiore +> General Procurement +> Procurement Manager REOS & Telecom +> Compaq Computer Corporation +> PH: (281) 514-1399 +> Fax: (281) 514-0686 +> michael.fiore@compaq.com +> +> + +Message-ID: <212CC57E84B8D111AD780000F84AA0490985369E@mroexc2.tay.cpqcorp.net> +From: ""Fiore, Michael"" +To: ""Jordan, Bob"" +Cc: ""Leach, Renee"" +Subject: RE: Enron Building Services Novi MI. +Date: Thu, 7 Dec 2000 17:22:25 -0600 +Sensitivity: Company-Confidential +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2652.78) +Content-Type: text/plain; charset=""iso-8859-1"" + +Bob, + +Enron Building Services is currently providing service to Compaq at the +following locations: (the contract expires 28-Feb-03 and we are currently +spending $6.5M per year). Call me if you need additional information. + +SCA - Dallas, TX +OHF - Detroit, MI +ALF - Alpharetta, GA +MRO - Marlboro, MA +LKG - Littleton, MA +SHR - Shrewsbury, MA +OGO - Stow, MA +TAY - Littleton, MA +INI - Indianapolis, IN +UMP - Escanaba, MI +SWO - Midland, MI +KZO - Portage, IN +IXC - Carmel, IN +FSU - Big Rapids, MI +GVS - Allendale, MI +MIL - Lansing, MI +SCH - Schaumburg, IL +CPO - Chicago.IL +BNB - Bannockburn, IL +LPO - Rockford, IL +ILI - Itasca, IL +SEO - WA +LEX - Lexington, MA +CRL - Cambridge, MA +RCH - Rocky Hill, CT +PHH - Blue Bell, PA +PTO - Pittsburgh, PA +OPK - Overland Park, KS +SLO - Salt Lake City, UT +TIG - Salt Lake City, UT +MPO - Bloomington, MN +DLC - Dallas, TX + +Regards, + +Michael Fiore +General Procurement +Procurement Manager REOS & Telecom +Compaq Computer Corporation +PH: (281) 514-1399 +Fax: (281) 514-0686 +michael.fiore@compaq.com + + + + -----Original Message----- + From: Jordan, Bob + Sent: Thursday, December 07, 2000 3:01 PM + To: Fiore, Michael + Subject: RE: Enron Building Services Novi MI. + Sensitivity: Confidential + + Michael, + + I left you a voice message today regarding Enron. I'm doing +a presentation and I would like to get the amount ($) of contracts we +currently have with Enron Services. For example the $97M 5-year contract for +power. I understand that we have contracts in the Northeast and West for +facilities. + + Can you provide me with that kind of data? I would +appreciate it. + + My presentation is on the 14th of December. + + Any questions, please don't hesitate to call. + Regards, + Bob Jordan + Rio Grande Area Director + Compaq Computer Corporation + + Tele #281-927-6350 + Fax #281-514-7220 + Bob.Jordan@Compaq.com + + -----Original Message----- + From: Earle, Jerry + Sent: Monday, October 09, 2000 1:32 PM + To: Fiore, Michael + Cc: Leach, Renee; Jordan, Bob; Blackmore, Peter; +Earle, Jerry + Subject: RE: Enron Building Services Novi MI. + Sensitivity: Confidential + + Michael, + Thanks for the update. I am OK with your decision +not to select Enron (and I also reviewed with Jim Milton). Given that Enron +chose not to rebid, I certainly think this is a reasonable decision. + + It is very important that I (and the Enron account +team) stay informed on all of these issues, so thanks again for keeping us +in the loop. + + Regards, + Jerry + + + -----Original Message----- + From: Fiore, Michael + Sent: Wednesday, October 04, 2000 10:59 AM + To: Earle, Jerry + Cc: Leach, Renee + Subject: Enron Building Services Novi +MI. + Importance: High + Sensitivity: Confidential + + Jerry, + + As part of our continuing communication with +the Compaq/Enron account team, below is an overview of a recent bid +analysis for services at Compaq's Novi, MI site. Enron Building Services +is the current service provider for Office Services related support. The +proposed pricing received by Pitney Bowes is 11.1% or $15,147 lower than the +price provided by Enron. Enron has been given the opportunity to revise +their pricing but has chose not to. The recommendation is to award the +business to Pitney Bowes. Please confirm that you concur with our +recommendation. Thanks. + + + + +---------------------------------------------------------------------------- +---------------------------------------------------------------------------- +------------ + Background: Enron Building Services was +providing a facility manager, shipper receiver, receptionist and admin/help +desk support for Compaq's Novi, MI site. Compaq recently chose to hire the +facility manager as a permanent Compaq employee. Enron Building Services +provided Compaq with revised pricing to reflect the modified scope of work. +The pricing provided by Enron was 11.1% higher than the price received by +Pitney Bowes. The Enron account team has been informed that their pricing +is not competitive and they been given the opportunity to lower their price. +They have opted not to lower the price. The recommendation of both Real +Estate and Procurement is to award the business to Pitney Bowes. + + + Enron Building Services Current Cost: + + Base cost for services was +$190,198.00 + Admin/Help Desk +$44,787.00 + Ship/Rec +$35,521.00 + Receptionist +$38,610.00 + Facilities Manager +$71,280.00 + Mail Van/Car (remote site +support) $13,030.00 + Management Fee +$14,210.00 + Total Cost +$216,438.00 + + Compaq hired the facility manager as a +badged employee. + + Enron Building Services Proposed Cost: + + Base cost for remaining services +$128,071.00 + Admin/Help Desk +$53,940.00 + Ship/Rec +$35,521.00 + Receptionist +$38,610.00 + Mail Van/Car (deleted) + Management Fee +$8,324.00 + Total Cost +$136,395.00 + + + Issue: 20% increase in Admin/Help desk +cost. + + Pitney Bowes has submitted a proposal to +provide Admin/Help Desk coverage, Shipper/Receiver, Receptionist for a total +cost of. $121,248.00 which is 11.1% less than EBS proposal. + + + + Regards, + + Michael Fiore + General Procurement + Procurement Manager REOS & Telecom + Compaq Computer Corporation + PH: (281) 514-1399 + Fax: (281) 514-0686 + michael.fiore@compaq.com + +" +"arnold-j/compaq/6.","Message-ID: <4739610.1075849628416.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 09:10:00 -0800 (PST) +From: bob.jordan@compaq.com +To: jennifer.medcalf@enron.com +Subject: RE: FW: December 14th meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jordan, Bob"" +X-To: ""'Jennifer.Medcalf@enron.com'"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Great!! + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +-----Original Message----- +From: Jennifer.Medcalf@enron.com [mailto:Jennifer.Medcalf@enron.com] +Sent: Monday, December 11, 2000 5:10 PM +To: Jordan, Bob +Subject: RE: FW: December 14th meeting + + + +Bob, +I will be sending you an email with the agenda tomorrow. We will meet in +the Enron Building at 1:00PM at the Security Desk because the tour will +start there. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + + ""Jordan, Bob"" + + + + cc: + + 12/11/2000 Subject: RE: FW: December 14th +meeting + 03:25 PM + + + + + + + + + +Jennifer, + +ESM - Enterprise Sales Manager +PS- Dave Bennett Area Professional Services Manager + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +-----Original Message----- +From: Jennifer.Medcalf@enron.com [mailto:Jennifer.Medcalf@enron.com] +Sent: Monday, December 11, 2000 3:08 PM +To: Jordan, Bob +Subject: Re: FW: December 14th meeting + + + +Bob, +I am not sure what PS, ESM are and I need titles for the name badges. +Could you please forward these to me. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + + ""Jordan, Bob"" + + + + cc: + + 12/11/2000 Subject: FW: December 14th +meeting + 12:59 PM + + + + + + + + + + + +> Jennifer, +> +> Per our conversation this past week, here is a list of folks from Compaq +> that will be attending our meeting: +> +> Jerry Earle, RVP +> Keith McAuliffe, VP +> Bob Jordan, Director +> Rob Sender, tentative +> Derrick Deakins, NA Finance +> Barry Medlock, Compaq Capital +> Jeff Gooden. ESM +> Dave Bennett, PS +> Dave Spurlin, Acct Manager +> +> +> I am planning on doing a Corp Org Chart Overview plus a level set on +> Compaq business with Enron. Should take at most 15 minutes. +> +> I would really like to see if you can get Jenny Rub and Beth Pearlman to +> this meeting. They need to understand what Compaq has to offer. +> +> I will call you early in the week. +> +> I hope your husband is doing better. +> +> Regards, +> +> Bob Jordan +> Rio Grande Area Director +> Compaq Computer Corporation +> +> Tele #281-927-6350 +> Fax #281-514-7220 +> Bob.Jordan@Compaq.com +> + + +" +"arnold-j/compaq/7.","Message-ID: <410566.1075849628438.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 07:25:00 -0800 (PST) +From: bob.jordan@compaq.com +To: jennifer.medcalf@enron.com +Subject: RE: FW: December 14th meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jordan, Bob"" +X-To: ""'Jennifer.Medcalf@enron.com'"" +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, + +ESM - Enterprise Sales Manager +PS- Dave Bennett Area Professional Services Manager + +Bob Jordan +Rio Grande Area Director +Compaq Computer Corporation + +Tele #281-927-6350 +Fax #281-514-7220 +Bob.Jordan@Compaq.com + + +-----Original Message----- +From: Jennifer.Medcalf@enron.com [mailto:Jennifer.Medcalf@enron.com] +Sent: Monday, December 11, 2000 3:08 PM +To: Jordan, Bob +Subject: Re: FW: December 14th meeting + + + +Bob, +I am not sure what PS, ESM are and I need titles for the name badges. +Could you please forward these to me. +Jennifer Stewart Medcalf +Senior Director, Business Development +Global Strategic Sourcing +(713) 646-8235 + + + + + ""Jordan, Bob"" + + + + cc: + + 12/11/2000 Subject: FW: December 14th +meeting + 12:59 PM + + + + + + + + + + + +> Jennifer, +> +> Per our conversation this past week, here is a list of folks from Compaq +> that will be attending our meeting: +> +> Jerry Earle, RVP +> Keith McAuliffe, VP +> Bob Jordan, Director +> Rob Sender, tentative +> Derrick Deakins, NA Finance +> Barry Medlock, Compaq Capital +> Jeff Gooden. ESM +> Dave Bennett, PS +> Dave Spurlin, Acct Manager +> +> +> I am planning on doing a Corp Org Chart Overview plus a level set on +> Compaq business with Enron. Should take at most 15 minutes. +> +> I would really like to see if you can get Jenny Rub and Beth Pearlman to +> this meeting. They need to understand what Compaq has to offer. +> +> I will call you early in the week. +> +> I hope your husband is doing better. +> +> Regards, +> +> Bob Jordan +> Rio Grande Area Director +> Compaq Computer Corporation +> +> Tele #281-927-6350 +> Fax #281-514-7220 +> Bob.Jordan@Compaq.com +> +" +"arnold-j/compaq/8.","Message-ID: <21739961.1075849628462.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 02:38:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: lee.jackson@enron.com +Subject: Re: Presentations to Compaq manufacturing and treasury executives, + December 14 from 2-3 PM +Cc: colleen.koenig@enron.com, alan.engberg@enron.com, douglas.friedman@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colleen.koenig@enron.com, alan.engberg@enron.com, douglas.friedman@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Lee Jackson +X-cc: Colleen Koenig, Alan Engberg, Douglas S Friedman, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Great, Lee. Thanks. We will be sure to get you the Agenda and any necessary +details early next week. + +Sarah-Joy + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 +10:35 AM --------------------------- + + +Lee Jackson@ECT +12/07/2000 09:46 AM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Alan Engberg/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT + +Subject: Re: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +Wanted to confirm I will present to Compaq on Dec. 14. + +Lee Jackson +" +"arnold-j/compaq/9.","Message-ID: <9327517.1075849628484.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 02:35:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: colleen.koenig@enron.com, jennifer.medcalf@enron.com +Subject: Re: Presentations to Compaq December 14 from 2-3 PM CONFIRMED + PRESENTERS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-Joy Hunter +X-To: Colleen Koenig, Jennifer Medcalf +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Compaq +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Jennifer, Colleen: + +To date, Kim Godfrey, George Zivic (in Bruce Harris' absence), and Lee +Jackson (in Alan Engberg's absence) have confirmed their participation. + +SJ +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 +10:34 AM --------------------------- + + +Lee Jackson@ECT +12/07/2000 09:46 AM +To: Sarah-Joy Hunter/NA/Enron@ENRON +cc: Alan Engberg/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT + +Subject: Re: Presentations to Compaq manufacturing and treasury executives, +December 14 from 2-3 PM + +Wanted to confirm I will present to Compaq on Dec. 14. + +Lee Jackson +" +"arnold-j/computer_associates/1.","Message-ID: <23364717.1075849628602.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 05:51:00 -0800 (PST) +From: kim.godfrey@enron.com +To: jennifer.stewart@enron.com +Subject: Computer Associates - Meeting Notes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kim Godfrey +X-To: Jennifer Stewart +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Computer associates +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +fyi + +Kim +----- Forwarded by Kim Godfrey/Enron Communications on 12/11/00 01:55 PM ----- + + Ali Khoja + 12/07/00 01:14 PM + + To: Kim Godfrey/Enron Communications@Enron Communications, Anthony +Gilmore/Enron Communications@Enron Communications + cc: + Subject: Computer Associates - Meeting Notes + +Stephen Down and I met with Computer Associates in Toronto yesterday. Here +are some of my thoughts on how it went. + +We met with Julia in the morning -- went to CA's Toronto office, where we +made presentation on EBS. Later Julia made a presentation on Computer +Associates, their Sales manager talked about their ""security suit of +products"", we were given a demonstration of their UniCenter TNG software, and +then taken to lunch. At lunch, we were joined by the President of Worldwide +Online Corporation (a Canadian startup). + +About Computer Associates: +Computer Associates is a highly centralized organization run by its founders. +The company is the third largest independent software manufacturing business +in the world. It offers more then 800 software products. Like other companies +in their space, their stock has taken a beating this year losing more then +half its value (Jan 00: ~ $70, now ~$27) + +Julia Ruslys, is part of their ""Strategic Alliances"" team -- their mandate is +to manage: +Strategic Business Alliances +Development Partner Program +eForce technology unit +Analyst relations + +CA's APPROACH +Computer Associates sees EBS as a potential ""development partner"". Their +interest seems to be in a long-term alliance with EBS, where they can package +their software with a bundled network offering (from EBS) for their clients. +They claim that their main product UniCenter TNG has a 30% market share of IT +infrastructure management market. It is a cutting software package that can +manage all LANs or remote networks for an Enterprise. With a stunning graphic +interface, the software can be configured to manage: +All networks within an Enterprise +Each computer connected to a node within the enterprise can be monitored and +managed remotely (software installation etc.) +Their is a plethora of add-ons to the basic UniCenter package including some +advanced ""Asset Management"" tools that can predict future utilization through +a neural network architecture. + +She commented that with UniCenter TNG, our clients have ""full control and +flexibility over their whole network"" EXCEPT THEIR BANDWIDTH NEEDS. EBS's +flexible and intelligent BOS, if integrated with UniCenter TNG, can provide +an enterprise complete control over their IT infrastructure with exceptional +flexibility. Similarly they have a keen interesting in developing and +expanding their storage solutions. + +They seem to be interested in expanding their market opportunity and +increasing revenues through increasing the number of ""CA certifications"" and +joint selling initiatives. In other words, they would like EBS's network to +be CA-certified by developing compatibility between UniCenter TNG and IPNet +Connect. They currently have 1500 partners, including almost all top names in +IT infrastructure space. + +EBS APPROACH CONVEYED +Although I think we have conveyed EBS's approach of ""looking at specific +quick and clear opportunities"", CA does not seem like a lean-mean +organization. Furthermore, the people that we met with, did not seem to have +an appreciation of the financial structuring and risk management capabilities +-- instead seemed to be disconnected with the corporate financial goals of +their organization. For example, when Steve Dowd talked about financial risk +management tools, their sales manager started talking about how they help +enterprises manage risk through their ""security software packages."" + +WORLDWIDE ONLINE CORP. +Worldwide Online Corp. is a startup (with less then $2M revenues) that claims +to have good connections with CBC (Canadian Broadcasting Corp.) They were in +contact with Brad Sims' group out of Portland. That group, at some point lost +interest in Worldwide because Worldwide are looking for video streaming +services. Being a start-up with no credit, it is understandable why they were +abandoned by us. Steve made it clear that he knows nothing about the deal and +he may give Brad a call. I personally do not see anything for us in the next +two quarters or so even though the company has been promised many sports +broadcast opportunities by CBC. + +It is interesting that Worldwide Online is a small client of CA. Julia went +out of her way to convince us to meet with Worldwide Online. At one point, I +almost thought as if her main goal was to promote a dialogue between EBS and +Worldwide online. + +NEXT STEPS: +Steve and I made it clear that it will be important for us to look at some +specific short to medium-term opportunity with CA. Julia is going to identify +the people in her organization whom we can have constructive dialogue with +regards to IP connectivity needs of CA (their network infrastructure +procurement team.) At the same time, we had to show an interest in bringing +her team together with our product development people to see if any +integration opportunities exist between UniCenter TNG and IPNet Connect +BOS/Storage etc. + +-Ali." +"arnold-j/continental_airlines/1.","Message-ID: <3288721.1075849628625.JavaMail.evans@thyme> +Date: Thu, 30 Nov 2000 09:43:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jeffrey.shankman@enron.com +Subject: Continental/Enron meeting, December 11th, 2-3 PM +Cc: jennifer.burns@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.burns@enron.com, jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Jeffrey A Shankman +X-cc: jennifer.burns@enron.com, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Shankman: + +In preparation for the meeting on December 11th with Larry Kellner, CFO, +Continental Airlines I have noted below some background on the +Enron/Continental relationship and the purpose for the meeting. We would +appreciate your answers to a couple of questions below. + +Background: + +Ron Howard, Vice President, Continental Food Services, met earlier this year +with George Wasaff, Managing Director, Enron Corporation Global Strategic +Sourcing and Tracy Ramsey, Sourcing Portfolio Leader, to review the strong +business relationship in fuel management and travel services which Enron has +had with Continental Airlines. Discussions were held as to how this +relationship could be expanded favorably for both companies. + +A subsequent meeting held October 25th enabled decision makers from both +companies to act on these earlier discussions and explore opportunities to +expand beyond the current fuel management and travel initiatives to those in +weather derivatives and plastics hedging. + +December 11th Meeting Purpose: Follow-up from October 25th meeting to +specifically address Larry Kellner (who could not make the October 25th +meeting) on three initiatives in order of $ magnitude: (1) fuel management, +(2) weather derivatives, and (3) plastics hedging -- VaR analysis. + +Location: Larry Kellner's office will be getting back to us regarding his +availability to do a quick tour of the trading floor. If he can make it for +a trading floor tour Kellner would meet at Enron Corporation; otherwise, he +is requesting that Enron Executives meet in his executive offices at 1600 +Smith Street. Is either location fine for you or do you have a specific +preference? + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Mr. Shankman, who would you like to have at the meeting from Enron? To date, +we have coordinated through John Nowlan. At the October 25th meeting, Alan +Engberg and Mark Tawney presented the plastics hedging and weather +derivatives opportunities, respectively. + +Next week, I will be forwarding a short briefing which outlines Enron's +current relationship with Continental in fuel management and the proposed +initiatives in both weather derivatives and plastics hedging. Larry +Gagliardi, Craig Breslau, Alan Engberg, and Gary Taylor are all providing +input on this. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing -- Business Development +#(713)-345-6541 + + +" +"arnold-j/continental_airlines/10.","Message-ID: <27596463.1075849628843.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 01:21:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jeffrey.shankman@enron.com, craig.breslau@enron.com, mark.tawney@enron.com, + john.nowlan@enron.com +Subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. + Experience Enron trading floor tour 2:30-3:00 PM +Cc: george.wasaff@enron.com, jennifer.medcalf@enron.com, carrie.robert@enron.com, + larry.gagliardi@enron.com, jennifer.burns@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: george.wasaff@enron.com, jennifer.medcalf@enron.com, carrie.robert@enron.com, + larry.gagliardi@enron.com, jennifer.burns@enron.com +X-From: Sarah-Joy Hunter +X-To: Jeffrey A Shankman, Craig Breslau, Mark Tawney, John L Nowlan +X-cc: George Wasaff, Jennifer Medcalf, Carrie A Robert, Larry Gagliardi, Jennifer.Burns@enron.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + + This e-mail confirms the date, time, and location for the meeting between +Enron and Continental. + + +DATE: Tuesday, December 12th + +TIME: 1:30-2:30 PM + +LOCATION: Enron Building 50 M03 + +TOUR (gas trading floor EB 32 and Enron Online EB 27): 2:30-3:00 PM + +The purpose for the December 12th meeting is to address three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. " +"arnold-j/continental_airlines/11.","Message-ID: <24399742.1075849628866.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 08:40:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: tracy.ramsey@enron.com, jeff.leath@enron.com +Subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. + Experience Enron trading floor tour 2:30-3:00 PM +Cc: jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Tracy Ramsey, Jeff Leath +X-cc: Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Tracy: + +FYI: Yet another important milestone in the relationship between Enron and +Continental. Specific opportunities to expand the fuel management +relationship were explored between Jeff Shankman and Larry Kellner this +afternoon. Note the details below. Also, a tour of the Enron trading floor +was given to our guests. + +Thanks again for your help in initially working with us to establish the +relationship! + +Sarah-Joy Hunter + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +04:37 PM --------------------------- + +---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 +09:10 AM --------------------------- + + +Sarah-Joy Hunter +12/11/2000 09:21 AM +To: Jeffrey A Shankman/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Mark +Tawney/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT +cc: George Wasaff/NA/Enron@Enron, Jennifer Medcalf/NA/Enron@Enron, Carrie A +Robert/NA/Enron@Enron, Larry Gagliardi/Corp/Enron@Enron, +Jennifer.Burns@enron.com + +Subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. Experience +Enron trading floor tour 2:30-3:00 PM + + + This e-mail confirms the date, time, and location for the meeting between +Enron and Continental. + + +DATE: Tuesday, December 12th + +TIME: 1:30-2:30 PM + +LOCATION: Enron Building 50 M03 + +TOUR (gas trading floor EB 32 and Enron Online EB 27): 2:30-3:00 PM + +The purpose for the December 12th meeting is to address three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Meeting Attendees from Enron: +Jeff Shankman, President and COO, Enron Global Markets +John Nowlan, Vice President, Enron Global Markets +Craig Breslau, Vice President, Enron North America +Mark Tawney, Director, Enron Global Markets (tentative) +" +"arnold-j/continental_airlines/12.","Message-ID: <17759704.1075849628891.JavaMail.evans@thyme> +Date: Fri, 15 Dec 2000 06:12:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: alan.engberg@enron.com, john.nowlan@enron.com, craig.breslau@enron.com, + mark.tawney@enron.com, gary.taylor@enron.com, + larry.gagliardi@enron.com, mark.jeffries@enron.com, + george.wasaff@enron.com, jennifer.medcalf@enron.com, + jeff.youngflesh@enron.com, colleen.koenig@enron.com, + ron.howard@coair.com, lkelln@coair.com, ghartf@coair.com +Subject: Meeting Minutes: Continental and Enron, December 12th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Sarah-joy Hunter +X-To: Alan Engberg, John L Nowlan, Craig Breslau, Mark Tawney, Gary Taylor, Larry Gagliardi, Mark Jeffries, George Wasaff, Jennifer Medcalf, Jeff Youngflesh, Colleen Koenig, ron.howard@coair.com@SMTP@enronXgate, lkelln@coair.com@SMTP@enronXgate, ghartf@coair.com@SMTP@enronXgate +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Meeting Attendees from Continental Airlines: +Greg Hartford, Vice President, Fuel Management +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer + +Meeting Attendees from Enron: +Craig Breslau, Vice President, Enron North America +Sarah-Joy Hunter, Manager, Global Strategic Sourcing +John Nowlan, Vice President, Enron Global Markets +Jeff Shankman, President and COO, Enron Global Markets +Mark Tawney, Director, Enron Global Markets +George Wasaff, Managing Director, Global Strategic Sourcing + +MEETING MINUTES: The December 12th meeting addressed three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. + + + +(1) Fuel management (Craig Breslau; John Nowlan) + + -- exchanging call options on crude oil for airline tickets + -- crack spread product to address basis risk + +(2) Weather derivatives (Mark Tawney; Gary Taylor) + -- rebate program + -- insurance product + +(3) Outsourcing antifreeze and plastics risk (Alan Engberg) + + + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +Business Development +#(713)-345-6541 +" +"arnold-j/continental_airlines/2.","Message-ID: <9393297.1075849628650.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 02:05:00 -0800 (PST) +From: george.wasaff@enron.com +To: fernley.dyson@enron.com +Subject: Re: British Airways vs Continental +Cc: colin.bailey@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: colin.bailey@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +X-From: George Wasaff +X-To: Fernley Dyson +X-cc: Colin Bailey, Sam Kemp, Tracy Ramsey, Derryl Cleaveland, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Fernley: + +We have a number of key initiatives in process with Continental including +sales of broadband services, weather derivatives and facility management that +have the potential to exceed the savings being offered by British Airways. I +would prefer that we stay the course with Continental plus I am confident +that Continental can either meet or exceed BA's current offer. + +George Wasaff + + + + Fernley Dyson@ECT + 11/21/2000 06:32 AM + + To: George Wasaff/NA/Enron@Enron + cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT + Subject: British Airways vs Continental + +George, + +Enron Europe has negotiated a preferred supplier agreement with British +Airways which will save us circa $3m a year vs Continental Airlines. I know +there are existing and potential links with Continental, so please let me +know if this causes you a problem. Colin Bailey is in Houston next week if +you need or want to know any of the detail. + +Regards + +Fernley +" +"arnold-j/continental_airlines/3.","Message-ID: <33102240.1075849628675.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 09:22:00 -0800 (PST) +From: fernley.dyson@enron.com +To: george.wasaff@enron.com +Subject: Re: British Airways vs Continental +Cc: michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com, + derryl.cleaveland@enron.com, jennifer.medcalf@enron.com +X-From: Fernley Dyson +X-To: George Wasaff +X-cc: Michael R Brown, Sam Kemp, Tracy Ramsey, Derryl Cleaveland, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +George, + +Happy to work for the greater good, but would welcome your help in nailing a +deal with Continental quickly, as my understanding is that they have been +unresponsive to date. + +Thanks + +Fernley + + + + +George Wasaff@ENRON +04/12/2000 16:05 +To: Fernley Dyson/LON/ECT@ECT +cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy +Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer +Medcalf/NA/Enron@Enron + +Subject: Re: British Airways vs Continental + +Fernley: + +We have a number of key initiatives in process with Continental including +sales of broadband services, weather derivatives and facility management that +have the potential to exceed the savings being offered by British Airways. I +would prefer that we stay the course with Continental plus I am confident +that Continental can either meet or exceed BA's current offer. + +George Wasaff + + + + Fernley Dyson@ECT + 11/21/2000 06:32 AM + + To: George Wasaff/NA/Enron@Enron + cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT + Subject: British Airways vs Continental + +George, + +Enron Europe has negotiated a preferred supplier agreement with British +Airways which will save us circa $3m a year vs Continental Airlines. I know +there are existing and potential links with Continental, so please let me +know if this causes you a problem. Colin Bailey is in Houston next week if +you need or want to know any of the detail. + +Regards + +Fernley + + + +" +"arnold-j/continental_airlines/4.","Message-ID: <16868267.1075849628699.JavaMail.evans@thyme> +Date: Mon, 4 Dec 2000 03:58:00 -0800 (PST) +From: george.wasaff@enron.com +To: fernley.dyson@enron.com +Subject: Re: British Airways vs Continental +Cc: derryl.cleaveland@enron.com, jennifer.medcalf@enron.com, + michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: derryl.cleaveland@enron.com, jennifer.medcalf@enron.com, + michael.brown@enron.com, sam.kemp@enron.com, tracy.ramsey@enron.com +X-From: George Wasaff +X-To: Fernley Dyson +X-cc: Derryl Cleaveland, Jennifer Medcalf, Michael R Brown, Sam Kemp, Tracy Ramsey +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Fernley: + +Consider it done. Tracey Ramsey will take the lead in getting a deal done. + +George Wasaff + + + + Fernley Dyson@ECT + 12/04/2000 11:22 AM + + To: George Wasaff/NA/Enron@ENRON + cc: Michael R Brown/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy +Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer +Medcalf/NA/Enron@Enron + Subject: Re: British Airways vs Continental + +George, + +Happy to work for the greater good, but would welcome your help in nailing a +deal with Continental quickly, as my understanding is that they have been +unresponsive to date. + +Thanks + +Fernley + + + +George Wasaff@ENRON +04/12/2000 16:05 +To: Fernley Dyson/LON/ECT@ECT +cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy +Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer +Medcalf/NA/Enron@Enron + +Subject: Re: British Airways vs Continental + +Fernley: + +We have a number of key initiatives in process with Continental including +sales of broadband services, weather derivatives and facility management that +have the potential to exceed the savings being offered by British Airways. I +would prefer that we stay the course with Continental plus I am confident +that Continental can either meet or exceed BA's current offer. + +George Wasaff + + + + Fernley Dyson@ECT + 11/21/2000 06:32 AM + + To: George Wasaff/NA/Enron@Enron + cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT + Subject: British Airways vs Continental + +George, + +Enron Europe has negotiated a preferred supplier agreement with British +Airways which will save us circa $3m a year vs Continental Airlines. I know +there are existing and potential links with Continental, so please let me +know if this causes you a problem. Colin Bailey is in Houston next week if +you need or want to know any of the detail. + +Regards + +Fernley + + + + + +" +"arnold-j/continental_airlines/5.","Message-ID: <3580500.1075849628722.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 06:52:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: fernley.dyson@enron.com +Subject: relationship with Continental Airlines +Cc: nicole.scott@enron.com, jennifer.medcalf@enron.com, tracy.ramsey@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: nicole.scott@enron.com, jennifer.medcalf@enron.com, tracy.ramsey@enron.com +X-From: Sarah-Joy Hunter +X-To: Fernley Dyson +X-cc: Nicole Scott, Jennifer Medcalf, Tracy Ramsey +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Dyson: + +Jennifer Medcalf asked me to forward to you the following brief overview of +Enron's relationship with Continental. Please feel free to contact Tracy +Ramsey directly at #(713)-646-8311 with any further questions regarding +Enron's buy side relationship with Continental. Ramsey is the Global +Strategic Sourcing, Portfolio Leader, who manages the Continental +relationship. + +Enron Buy Side with Continental: + +Current Enron US spend on Continental airline tickets was approximately $40 +million in FY 1999 and $17.5 million for the first six months of 2000. + +Enron Sell Side with Continental: + +Additionally, Enron has a strong relationship with Continental's Fuel +Management company. Specifically, Enron has been hedging Continental's crude +oil over the past 2+ years. Value to Enron has been over $9 million; value +to Continental has been over $45 million since 1999. Enron Global Markets is +currently exploring several other business propositions with Continental +Airlines in the following areas of financial risk management: weather +derivatives, plastics hedging, and on-line jet swaps. Enron Energy Services +is exploring an energy (electric commodity) deal with Continental as well. + +Mr. Dyson, please don't hesitate to call if I can be of further assistance +regarding these sell side opportunities. + +Sarah-Joy Hunter +Manager, Global Strategic Sourcing Business Development +Enron Corporation +#(713)-345-6541" +"arnold-j/continental_airlines/6.","Message-ID: <14381658.1075849628746.JavaMail.evans@thyme> +Date: Thu, 7 Dec 2000 12:24:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: john.nowlan@enron.com +Subject: Re: Continental/Enron meeting, +Cc: jeffrey.shankman@enron.com, jennifer.burns@enron.com, + george.wasaff@enron.com, jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jeffrey.shankman@enron.com, jennifer.burns@enron.com, + george.wasaff@enron.com, jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: John L Nowlan +X-cc: Jeffrey A Shankman, jennifer.burns@enron.com, George Wasaff, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Nowlan: + +When we spoke several days ago, I had mentioned the meeting between Jeff +Shankman and Larry Kellner, CFO, at Continental Airlines. The meeting had +been scheduled for December 11th, 2-3 PM in EB 3321. I will know tomorrow if +this date is confirmed. Following our phone conversation, I did follow up +with the persons you suggested -- Larry Gagliardi, Douglas Friedman and Mark +Tawney -- as I completed an overview of our initiatives with Continental. + +The meeting on December 11th will enable Enron and Continental to continue +discussions on three initiatives listed in order of economic value: (1) fuel +management, (2) weather derivatives, and (3) plastics hedging -- VaR +analysis. + +In order to verify attendees at this meeting, Jennifer Burns suggested that I +follow up with you. Please note the Continental attendees listed below. Did +you want to have the same origination team at the meeting or others? I look +forward to your response so I can coordinate with them and confirm their +attendance. Continental had requested that we keep the Enron attendance to 3 +or 4 persons; they will do the same. + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + + +We appreciate your suggestions. +Thank-you. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +Business Development +#(713)-345-6541 + + +" +"arnold-j/continental_airlines/7.","Message-ID: <19954786.1075849628770.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 05:47:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: ron.howard@coair.com +Subject: Continental/Enron meeting rescheduled from December 11th to + December 12th from 1:30-3:00 PM in Enron Building 3321 +Cc: svaute@coair.com, jennifer.burns@enron.com, jennifer.medcalf@enron.com, + george.wasaff@enron.com, john.nowlan@enron.com, + jeffrey.shankman@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: svaute@coair.com, jennifer.burns@enron.com, jennifer.medcalf@enron.com, + george.wasaff@enron.com, john.nowlan@enron.com, + jeffrey.shankman@enron.com +X-From: Sarah-Joy Hunter +X-To: ron.howard@coair.com +X-cc: svaute@coair.com, jennifer.burns@enron.com, Jennifer Medcalf, George Wasaff, John L Nowlan, Jeffrey A Shankman +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Ron Howard: + +I just confirmed back with Shirley Vauter that 1:30 PM -3:00 PM on Tuesday, +December 12th is fine for the meeting between Larry Kellner, Jeff Shankman, +and their teams. Thank-you for your flexibility in rescheduling this meeting +from December 11th to December 12th per Jeff Shankman's request. + +I will follow up shortly with logistical details. + +Sarah-Joy Hunter +Enron Corporation +Global Strategic Sourcing +(713)-345-6541 +" +"arnold-j/continental_airlines/8.","Message-ID: <3541143.1075849628793.JavaMail.evans@thyme> +Date: Fri, 8 Dec 2000 09:38:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: carrie.robert@enron.com +Subject: Experience Enron -- brief tour 2:30-3:00 PM December 12th following + the meeting from 1:30-2:30 PM +Cc: jennifer.medcalf@enron.com, jennifer.burns@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.medcalf@enron.com, jennifer.burns@enron.com +X-From: Sarah-Joy Hunter +X-To: Carrie A Robert +X-cc: Jennifer Medcalf, jennifer.burns@enron.com +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Carrie: + +Thanks for facilitating a brief Experience Enron tour for 15 minutes each in +two areas (30 minutes total): + + a) the gas trading floor on EB 32 with Craig Taylor + b) Enron Online tour on EB 27 + +If it becomes necessary to replace b) with a tour of the gas control room, +we'll follow up with you. + +Additionally, thanks for getting us the 4 Enron overview marketing brochures +for the Continental attendees. + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Carrie, we appreciate your working with us on such short notice! + +Sarah-Joy +ext. 5-6541" +"arnold-j/continental_airlines/9.","Message-ID: <23989057.1075849628819.JavaMail.evans@thyme> +Date: Mon, 11 Dec 2000 00:35:00 -0800 (PST) +From: sarah-joy.hunter@enron.com +To: jeffrey.shankman@enron.com +Subject: Continental Briefing for Enron/Continental meeting December 12th + from 1:30-2:30/trading floor tour 2:30-3:00 +Cc: jennifer.burns@enron.com, george.wasaff@enron.com, mike.mcconnell@enron.com, + jennifer.medcalf@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: jennifer.burns@enron.com, george.wasaff@enron.com, mike.mcconnell@enron.com, + jennifer.medcalf@enron.com +X-From: Sarah-Joy Hunter +X-To: Jeffrey A Shankman +X-cc: jennifer.burns@enron.com, George Wasaff, Mike McConnell, Jennifer Medcalf +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Continental airlines +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Mr. Shankman: + +In preparation for the meeting on December 12th with Larry Kellner, CFO, +Continental Airlines, I have noted below some background on the +Enron/Continental relationship and the purpose for the meeting. Mr. +Shankman, please advise if you would like me to distribute this to the +attendees. + +EXECUTIVE SUMMARY: + +Over the past several years Enron has been hedging Continental's crude oil. +The relationship has been beneficial to both sides. As a result, since 1999 +Enron has made over $9 million and Continental has saved over $45 million. + +The purpose for the December 12th meeting is to address three initiatives in +order of economic value: (1) fuel management, (2) weather derivatives, and +(3) plastics hedging -- VaR analysis. Several new initiatives being +proposed to Continental include the following: + +exchanging call options on crude oil for airline tickets (Craig Breslau, +Originator) +transacting financial swaps on line (Larry Gagliardi, Originator) +creating a weather derivative product for the airline industry (Mark Tawney +and Gary Taylor, Originators) +outsourcing Continental's antifreeze and plastics risks by hedging these +products with Enron (Alan Engberg, Originator) + +Meeting Attendees from Continental Airlines: + +Ron Howard, Vice President, Food Services +Larry Kellner, Chief Financial Officer +Greg Hartford, Vice President, Fuel Management Company +Jeff Misner, Vice President and Treasurer (tentative) + +Meeting Attendees from Enron: +Jeff Shankman, President and COO, Enron Global Markets +John Nowlan, Vice President, Enron Global Markets +Craig Breslau, Vice President, Enron North America +Mark Tawney, Director, Enron Global Markets (tentative) + +DISCUSSION: +(Developed through conversations with Alan Engberg, Larry Gagliardi, Gary +Taylor, Craig Breslau, Tracy Ramsey and Lucy Ortiz.) + +Enron Buy Side with Continental: + +Current Enron verifiable spend on Continental airline tickets was +approximately $40 million in FY 1999 and $17.5 million for the first six +months of 2000. + +Enron Sell Side with Continental: + +(1) FUEL MANAGEMENT: + +Current Business: Over the past 2 years, Craig Breslau and others have been +managing a strong relationship with Greg Hartford, VP, Continental Fuel +Management, hedging Continental's crude oil. The first transaction was on +January 14, 1998 -- a one month Forward on Kero. Since then, Enron has +completed 29 transactions with two commodities: KERO and Crude. Current +business consists of three crude call options, settling in December 2000 +($31.00) and January, 2001 ($34.00 and $35.00) + +Value to Enron: Enron has earned $9,682,084 (1999-October 6, 2000) + +Value to Continental: Continental has saved $45,001,744 (1999-October 6, +2000) + +Possible next steps: (a) A transaction where Enron exchanges call options +on crude oil for airline tickets. + +(b) Financial jet swaps on line: Larry Gagliardi has already spoken with +Rick Pressly, Director, Continental Fuel Management, regarding financial jet +swaps on line. At the time, Pressly was not interested in pursuing this +product offering. + +Value to Continental for (b): a more perfect hedge as opposed to hedging +with crude oil since hedging jet fuel with jet is a more perfect hedge. +Enron could offer services for the whole year and explore multi-year options +as well both with financial and physical jet fuel. + +Possible next steps: Would Larry Kellner be interested in (a) or (b)? Enron +could also supply Continental with jet fuel physical in the following +locations such as the US Gulf Coast, New York harbor, the US West Coast, and +Europe. (Enron is doing this now with Delta airlines in New York harbor). +If so, Gagliardi could provide a guest password and Enron Online +identification number if Kellner's office wanted to review the product. + +(2) WEATHER DERIVATIVE PRODUCT: + +Business proposition: Create a basket of weather related risks - such that +aggregate bad weather above a tolerable level would result in payment from +Enron to Continental. + +Continental Airlines clearly has exposure to weather as indicated in their +annual reports and periodic press releases - particularly those discussing +earnings. It is extremely difficult to envision the perfect weather hedge +for all of Continental's weather related exposure. However, it is not +difficult to envision simple ways to reduce a large portion of it. +Continental has hubs in Houston, Newark, and Cleveland. The weather +conditions that create delays and increased costs in these areas include - +rainfall above certain amounts, snowfall above certain amounts, temperatures +below freezing (de-icing costs), winds above a certain speed, etc. + +Value to us: Create value by designing a basket of these risks. + +Value to them: Creation of a weather hedge to protect Continental's exposure. + +Possible next steps: Upper management would need to issue a directive to +various groups within Continental to describe what weather conditions affect +the bottom line, how much they affect the bottom line, and then ask each +group to attach a ""confidence level"" to each of their estimates - Continental +could start a weather risk management program by only hedging a weighted +average of their exposure x their confidence level - or some portion thereof. + +Exposure areas would be categorized according to the following: + +Clear exposure. Quantifiable. +Clear exposure. Difficult to quantify +Potential exposure. Quantifiable +Potential exposure. Difficult to quantify + +For each of the above categories, Enron would also need an indication of +whether Continental has historical cost data against which we can regress +historical weather data. + +Enron's weather derivatives team could then sit down with Kirk Rummel, +Director and Airport Services Division Controller, and some of his team (or +others designated by Kellner) and brainstorm about different types of weather +that cause increased cost to Continental. (Gary Taylor made a brief +presentation to Rummel on November 6th; no follow up action with Enron has +taken place to date) + +(3) PLASTICS: + +Business proposition: Alan Engberg proposed that Continental outsource +their antifreeze risk (ethylene glycol / propylene glycol) and plastics (high +impact polystyrene, polyethylene) by hedging those products with Enron. + +Value to Continental: Cost/Budget certainty (assuming a perfect hedge whereby +their purchase contracts are linked to the index used for hedging) and +associated reduction in volatility of cash flows + +Value to Enron: The value is approximately $2 million notional value if they +hedged 100% of their 4 million pound polystyrene exposure. Since Continental +has not yet shared the size of their antifreeze buy, Engberg cannot comment +on the potential value to Enron though he is fairly certain it would be much +larger than $2 million. + +Possible next steps +This proposition is being considered by Ron Howard's team at Continental. +Continental needs to share their antifreeze spend with Enron. Enron could +then develop a proposal to Continental that includes perceived benefits of +outsourcing their commodity risk to Enron. Could a follow-up meeting with +Ron Howard's team and Larry Kellner's designated contact be arranged to +facilitate this process? + +Alan Engberg also recommends working with Continental on a strategic approach +to modelling their overall exposures using VaR may prove extremely powerful +and rewarding to both companies. David Port is already (x-39823) looking at +ways to outsource Enron's expertise in this area. Continental could be a +pioneer in the effort. Factors to model would +include jet fuel, natural gas, electricity, currency, interest rates, +plastics, antifreeze, paper, and, metal." +"arnold-j/cooper_cameron/1.","Message-ID: <20677353.1075849628915.JavaMail.evans@thyme> +Date: Wed, 6 Dec 2000 05:23:00 -0800 (PST) +From: rositza.smilenova@enron.com +To: randy.bissey@enron.com, craig.brown@enron.com, michael.frost@enron.com, + roy.hartstein@enron.com, mfielde@cooper-energy-services.com, + tracy.ramsey@enron.com, john.will@enron.com, + shirley.wilson@enron.com, jennifer.stewart@enron.com, + durrm@camerondiv.com, kuehlerr@ccvalve.com, + maalfre@cooper-energy-services.com, heidi.smith@enron.com, + lisa.honey@enron.com +Subject: Joint Strategic Sourcing Action Items Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rositza Smilenova +X-To: randy.bissey@enron.com, Craig H Brown, Michael Frost, Roy Hartstein, mfielde@cooper-energy-services.com, Tracy Ramsey, John Will, Shirley Jo Wilson, Jennifer Stewart, durrm@camerondiv.com, kuehlerr@ccvalve.com, maalfre@cooper-energy-services.com, Heidi Smith, Lisa Honey +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Cooper cameron +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Hello everybody, + +The date of our next meeting is approaching fast, and I wanted to make sure +that we have not forgot about the action items that need to happen before +January 4th. Please let me know your specific plan and target dates, by +which each action item will be accomplished. It is very important that we +stay on schedule. I will do my best to help any of you make things happen by +January 4th. + +Regards, +Rositza Smilenova +Supply Specialist +713-646-7418 +----- Forwarded by Rositza Smilenova/NA/Enron on 12/06/2000 01:13 PM ----- + + Rositza Smilenova + 11/13/2000 07:05 PM + + To: randy.bissey@enron.com, Craig H Brown/NA/Enron@Enron, Michael +Frost/NA/Enron@Enron, Roy Hartstein/NA/Enron@Enron, +mfielde@cooper-energy-services.com, Tracy Ramsey/EPSC/HOU/ECT@ECT, Rositza +Smilenova/NA/Enron@ENRON, John Will/NA/Enron@ENRON, Shirley Jo +Wilson/NA/Enron@ENRON, Jennifer Stewart/NA/Enron@Enron, durrm@camerondiv.com, +kuehlerr@ccvalve.com, maalfre@cooper-energy-services.com, Heidi +Smith/NA/Enron@Enron, Lisa Honey/NA/Enron@ENRON + cc: + Subject: Joint Strategic Sourcing Meeting Notes 11-09-00 + +Please find attached the notes from our recent meeting. I will appreciate if +we can attach specific dates to all of the action items. Thank you for the +participation. + + + +Thanks, +Rositza Smilenova +Supply Specialist +713-646-7418" +"arnold-j/corestaff/1.","Message-ID: <1035828.1075849628939.JavaMail.evans@thyme> +Date: Tue, 12 Dec 2000 10:50:00 -0800 (PST) +From: enron.announcements@enron.com +To: all.states@enron.com +Subject: Improved Process for Engaging Temporary Workers +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Enron Announcements +X-To: All Enron Employees United States +X-cc: +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Corestaff +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +As you are aware, Enron utilizes temporary staffing services to satisfy=20 +staffing requirements throughout the company. For the past several months,= + a=20 +project team, representing Enron=01,s temporary staffing users, have resear= +ched=20 +and evaluated alternative Managed Services programs to determine which sour= +ce=20 +would best meet our current and future needs in terms of quality, performan= +ce=20 +and cost containment objectives. The Business Unit Implementation Project= +=20 +Team members are:=20 + +Laurie Koenig, Operations Management, EES +Carolyn Vigne, Administration, EE&CC +Linda Martin, Accounting & Accounts Payable, Corporate +Beverly Stephens, Administration, ENA +Norma Hasenjager, Human Resources, ET&S +Peggy McCurley, Administration, Networks +Jane Ellen Weaver, Enron Broadband Services +Paulette Obrecht, Legal, Corporate +George Weber, GSS + +In addition, Eric Merten (EBS), Kathy Cook (EE&CC), Carolyn Gilley (ENA),= +=20 +Larry Dallman (Corp/AP), and Diane Eckels (GSS) were active members of the= +=20 +Selection Project Team. + +As a result of the team=01,s efforts, we are pleased to announce the beginn= +ing=20 +of a strategic alliance with CORESTAFF=01,s Managed Services Group. This g= +roup=20 +will function as a vendor-neutral management entity overseeing all staffing= +=20 +vendors in the program scope. They will also provide a web based online=20 +technology tool that will enhance the ordering and reporting capabilities. = +=20 +The goal of our alliance with CORESTAFF is to make obtaining a temporary=20 +worker with the right skills and experience easier while protecting the bes= +t=20 +interests of the organization.=20 + +We plan to implement Phase I of this improvement effective January 2, 2001.= + =20 +This Phase I of the implementation will encompass administrative/clerical= +=20 +temporary workers at the Houston locations only. If you currently have=20 +administrative/clerical temporary workers in your department, the enhanceme= +nt=20 +will not affect their position. In an effort to preserve relationships, all= +=20 +current staffing vendors will be invited to participate in this enhanced=20 +program. CORESTAFF shares our commitment to minimize any disruptions in=20 +service during this transition.=20 +=20 +We expect to incorporate the administrative/clerical workers in Omaha,=20 +Seattle and Portland in Phase II, which is scheduled for February, 2001. T= +he=20 +scope and timing of any additional phases will be determined after these tw= +o=20 +phases have been completed. + +Realizing the impact that the temporary workforce has in business today, we= +=20 +selected CORESTAFF=01,s Managed Services Group based on their exceptional= +=20 +management team, commitment to quality service, and creative solutions to o= +ur=20 +staffing needs. The relationship promises to offer Enron a cost effective= +=20 +and simple means for obtaining temporary employees. + +In the coming weeks, Enron and CORESTAFF=01,s Managed Services Group will b= +e=20 +communicating to Enron=01,s administrative/clerical temporary staffing vend= +ors=20 +about the new process. =20 + +There are many benefits to this new Managed Services program, which are=20 +outlined on the attached page. More details on how to utilize CORESTAFF=01= +,s=20 +Managed Services program will be announced soon and meetings will be=20 +scheduled to demonstrate the reporting system and to meet the Managed=20 +Services team. + +What is Managed Services? + +CORESTAFF=01,s Managed Services program includes: + +? Vendor-neutral management model +? Equal distribution of staffing orders to all staffing partners +? Web-based application with online ordering, data capture and customized= +=20 +reporting +? Benchmarking and performance measurement for continuous improvement +? Methodologies for accurate skill-matching and fulfillment efficiencies=20 + +Key Benefits + +? More vendors working on each order from the outset =01) faster access to= +=20 +available talent pools +? Standardized mark-ups and fees to manage costs more effectively +? Online access to requisition status for users=20 +? Robust databases offering managers enhanced tracking and reporting of=20 +temporary usage and expenditures +? Standard and customized reporting capabilities -- online +? Tenured, experienced Managed Services team on-site to assist users in=20 +accessing web site, identifying usage trends, preparing specialized reports= +,=20 +etc. =20 + +Corestaff/Managed Services/Staffing + +Joseph Marsh =01) Lead / Operations (josephm@corestaff.com; 713-438-1400) +Amy Binney, Sharon B. Sellers =01) Operations +Cherri Carbonara =01) Marketing / Communications +Cynthia Duhon =01)Staffing Partner management" +"arnold-j/corestaff/2.","Message-ID: <27965428.1075849629019.JavaMail.evans@thyme> +Date: Mon, 18 Dec 2000 10:11:00 -0800 (PST) +From: brad.nebergall@enron.com +To: colleen.koenig@enron.com +Subject: Re: Broadband opportunity with Corestaff +Cc: jennifer.medcalf@enron.com, mike.rogala@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +Bcc: jennifer.medcalf@enron.com, mike.rogala@enron.com +X-From: Brad Nebergall +X-To: Colleen Koenig +X-cc: Jennifer Medcalf, Mike Rogala +X-bcc: +X-Folder: \John_Arnold_Nov2001\Notes Folders\Corestaff +X-Origin: ARNOLD-J +X-FileName: jarnold.nsf + +Colleen, + +Thanks for the heads up on this. We would be pleased to look into this whe= +n=20 +the time is right from your perspective. Let us know. Please follow-up= +=20 +with Mike Rogala or me. + +FYI - there were some conversations with ProStaff earlier this year around= +=20 +the same topic and I believe the conclusion was that their bandwidth needs = +to=20 +were too small to be interesting. I would recommend that we get some sizi= +ng=20 +info from Corestaff up front so we can determine whether it is worth their= +=20 +time and ours. =20 + +Thanks again, + +Brad + + + + +=09Colleen Koenig@ENRON +=0912/18/00 05:23 PM +=09=09=20 +=09=09 To: Brad Nebergall/Enron Communications@Enron Communications +=09=09 cc: Jennifer Medcalf/NA/Enron@Enron +=09=09 Subject: Broadband opportunity with Corestaff + +Brad, +As you are aware, Enron has recently signed an agreement with Corestaff for= +=20 +temporary staffing services. Our group, Global Strategic Sourcing Business= +=20 +Development, is now working with Corestaff from a cross-sell prospective. = +=20 +Corestaff has a contract with MCI for broadband services that will be comin= +g=20 +up this year for renegotiation. In the coming month, we would like to=20 +facilitate a meeting with the EBS contacts you determine and the Corestaff = +IT=20 +contacts. + +Nationally, Corestaff has 100 offices and its parent company, The Corporate= +=20 +Services Group, has 348 offices located in Great Britain, France and Spain.= + =20 +For your reference, I've also included the original all-Enron e-mail=20 +regarding the Corestaff alliance. =20 + +Colleen Koenig +Analyst +Global Strategic Sourcing, Business Development +713.345.5326=20 + + +----- Forwarded by Colleen Koenig/NA/Enron on 12/18/2000 05:15 PM ----- + +=09Cindy Olson Executive VP Human Resources & Community Relations +=09Sent by: Enron Announcements +=0912/12/2000 06:50 PM +=09=09 +=09=09 To: All Enron Employees United States +=09=09 cc:=20 +=09=09 Subject: Improved Process for Engaging Temporary Workers + Cindy Olson Executive VP + Human Resources & Community Relations =20 + +As you are aware, Enron utilizes temporary staffing services to satisfy=20 +staffing requirements throughout the company. For the past several months,= + a=20 +project team, representing Enron=01,s temporary staffing users, have resear= +ched=20 +and evaluated alternative Managed Services programs to determine which sour= +ce=20 +would best meet our current and future needs in terms of quality, performan= +ce=20 +and cost containment objectives. The Business Unit Implementation Project= +=20 +Team members are:=20 + +Laurie Koenig, Operations Management, EES +Carolyn Vigne, Administration, EE&CC +Linda Martin, Accounting & Accounts Payable, Corporate +Beverly Stephens, Administration, ENA +Norma Hasenjager, Human Resources, ET&S +Peggy McCurley, Administration, Networks +Jane Ellen Weaver, Enron Broadband Services +Paulette Obrecht, Legal, Corporate +George Weber, GSS + +In addition, Eric Merten (EBS), Kathy Cook (EE&CC), Carolyn Gilley (ENA),= +=20 +Larry Dallman (Corp/AP), and Diane Eckels (GSS) were active members of the= +=20 +Selection Project Team. + +As a result of the team=01,s efforts, we are pleased to announce the beginn= +ing=20 +of a strategic alliance with CORESTAFF=01,s Managed Services Group. This g= +roup=20 +will function as a vendor-neutral management entity overseeing all staffing= +=20 +vendors in the program scope. They will also provide a web based online=20 +technology tool that will enhance the ordering and reporting capabilities. = +=20 +The goal of our alliance with CORESTAFF is to make obtaining a temporary=20 +worker with the right skills and experience easier while protecting the bes= +t=20 +interests of the organization.=20 + +We plan to implement Phase I of this improvement effective January 2, 2001.= + =20 +This Phase I of the implementation will encompass administrative/clerical= +=20 +temporary workers at the Houston locations only. If you currently have=20 +administrative/clerical temporary workers in your department, the enhanceme= +nt=20 +will not affect their position. In an effort to preserve relationships, all= +=20 +current staffing vendors will be invited to participate in this enhanced=20 +program. CORESTAFF shares our commitment to minimize any disruptions in=20 +service during this transition.=20 +=20 +We expect to incorporate the administrative/clerical workers in Omaha,=20 +Seattle and Portland in Phase II, which is scheduled for February, 2001. T= +he=20 +scope and timing of any additional phases will be determined after these tw= +o=20 +phases have been completed. + +Realizing the impact that the temporary workforce has in business today, we= +=20 +selected CORESTAFF=01,s Managed Services Group based on their exceptional= +=20 +management team, commitment to quality service, and creative solutions to o= +ur=20 +staffing needs. The relationship promises to offer Enron a cost effective= +=20 +and simple means for obtaining temporary employees. + +In the coming weeks, Enron and CORESTAFF=01,s Managed Services Group will b= +e=20 +communicating to Enron=01,s administrative/clerical temporary staffing vend= +ors=20 +about the new process. =20 + +There are many benefits to this new Managed Services program, which are=20 +outlined on the attached page. More details on how to utilize CORESTAFF=01= +,s=20 +Managed Services program will be announced soon and meetings will be=20 +scheduled to demonstrate the reporting system and to meet the Managed=20 +Services team. + +What is Managed Services? + +CORESTAFF=01,s Managed Services program includes: + +? Vendor-neutral management model +? Equal distribution of staffing orders to all staffing partners +? Web-based application with online ordering, data capture and customized= +=20 +reporting +? Benchmarking and performance measurement for continuous improvement +? Methodologies for accurate skill-matching and fulfillment efficiencies=20 + +Key Benefits + +? More vendors working on each order from the outset =01) faster access to= +=20 +available talent pools +? Standardized mark-ups and fees to manage costs more effectively +? Online access to requisition status for users=20 +? Robust databases offering managers enhanced tracking and reporting of=20 +temporary usage and expenditures +? Standard and customized reporting capabilities -- online +? Tenured, experienced Managed Services team on-site to assist users in=20 +accessing web site, identifying usage trends, preparing specialized reports= +,=20 +etc. =20 + +Corestaff/Managed Services/Staffing + +Joseph Marsh =01) Lead / Operations (josephm@corestaff.com; 713-438-1400) +Amy Binney, Sharon B. Sellers =01) Operations +Cherri Carbonara =01) Marketing / Communications +Cynthia Duhon =01)Staffing Partner management + + + + +" +"arnold-j/deleted_items/1.","Message-ID: <8956362.1075852688278.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 13:13:23 -0700 (PDT) +From: frank.hayden@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Hayden, Frank +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Sounds like tomm. +Let me know time you'll be heading over + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 04, 2001 3:12 PM +To: Hayden, Frank +Subject: RE: + +going to the game. I'll be at the front porch tomorrow... + + -----Original Message----- +From: Hayden, Frank +Sent: Thursday, October 04, 2001 3:09 PM +To: Arnold, John +Subject: + +Beers tonight?" +"arnold-j/deleted_items/10.","Message-ID: <11596285.1075852688491.JavaMail.evans@thyme> +Date: Mon, 24 Sep 2001 05:26:53 -0700 (PDT) +From: msagel@home.com +To: jarnold@enron.com +Subject: Natural +Cc: mmaggi@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mmaggi@enron.com +X-From: ""Mark Sagel"" @ENRON +X-To: John Arnold +X-cc: Mike Maggi +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +FYI + - energy092301.doc " +"arnold-j/deleted_items/100.","Message-ID: <30914712.1075852692077.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 11:08:06 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: The Exchange anticipates resuming regular trading hours beginning + on Monday,november 5th +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +cant u do something about this + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 11:53 AM +To: Fraser, Jennifer +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +they're giving away a porsche boxster or a cardboard boxcutter? + + -----Original Message----- +From: Fraser, Jennifer +Sent: Monday, October 08, 2001 10:50 AM +To: Arnold, John +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +that means nothing..uk is giving away boxter for new employees ans slicing 10% at same time + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 11:48 AM +To: Fraser, Jennifer +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +no way. we're still paying $5000 for new employee referrals + + -----Original Message----- +From: Fraser, Jennifer +Sent: Monday, October 08, 2001 10:18 AM +To: Arnold, John +Subject: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +YA HEARING ANYTHING ON THIS + +GEORGE DOWN--CRUDE FLOOR EVACUATED AND BROUGHT BACK" +"arnold-j/deleted_items/101.","Message-ID: <26740788.1075852692112.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 20:00:47 -0700 (PDT) +From: no.address@enron.com +Subject: The Source +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: eSource@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +THE SOURCE +The eSource Bulletin October 2001 +COMPANY INFORMATION +? Looking for a company's?.? +Business Description Executives/Bios Financials +Facilities Competitors Subsidiaries +SIC Codes Government/SEC Filings Lawsuits +Global Securities Public Records Commodity Pricing +Technical Publications Intellectual Property News +Credit Reports Economic Analysis Global Industries +Market Research Reports Analyst Reports Strategic Alliances/JVs +Global Credit Ratings Mergers & Acquisitions Syndicated Loans +Restructures Corporate Governance Venture Capital + +Information is available for public, foreign and private companies on a real-time, historical and forecast basis. +? Where do I look for general information on a company? Company website, Hoovers, Dow Jones Interactive, Nexis-Company Dossier, Yahoo market guide +? Where are corporate financials or equity information? SEC filings (10-K, 10-Q), Analyst reports, Global Disclosure, Dunn & Bradstreet*, Million Dollar Database*, Bloomberg*, Firstcall*, investex*, Multex* +? Where can I find a company's credit rating? Standard & Poors' , Moody's and Fitch +? I cannot find any information on a company, why not? +1. Check the spelling of the company name +2. The company is a subsidiary and/or its parent is a foreign entity (non US) +3. It may be a Private Company (information is not readily available) +4. Contact eSource (http://esource.enron.com/RequestSearch.asp) with your detailed request. + Web Sources Proprietary Databases +General: Bloomberg +www.yahoo.com Dialog +www.fool.com Dun & Bradstreet +www.redherring.com FactSet +www.corporateinformation.com FirstCall +www.allbusiness.com FIS Online +www.moneycentral.msn.com Global Access +General (need password): Hoover's +www.hoovers.com Investex +www.djinteractive.com MillionDollarDatabase +www.nexis.com Moody's +Financial: Multex +www.areport.com SDC +www.sec.gov Standard & Poors +www.financials.com Skyminder +www.tenkwizzard.com LiveEdgar +www.usatoday.com + +*Fee-based, available through eSource: 713-853-7877 +Check out these and other great web sources at http://esource.enron.com" +"arnold-j/deleted_items/102.","Message-ID: <4368219.1075852692135.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 18:45:02 -0700 (PDT) +From: klarnold@flash.net +To: john.arnold@enron.com, matthew.arnold@enron.com +Subject: It's a fake! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Karen Arnold @ENRON +X-To: Arnold, John , Arnold, Matthew +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hey Guys, that picture is a fake! How did the camera survive? If you saw +a plane coming straight at you, would you take a picture or run for your +life? Ha Ha." +"arnold-j/deleted_items/103.","Message-ID: <33129214.1075852692164.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 18:03:52 -0700 (PDT) +From: continental_airlines_inc@coair.rsc01.com +To: jarnold@ect.enron.com +Subject: OnePass Member continental.com Specials for john arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Continental Airlines, Inc."" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +continental.com Specials for john arnold +Tuesday, October 9, 2001 +**************************************** +EARN DOUBLE MILES THAT APPLY TOWARD ELITE STATUS + +We're offering double miles to OnePass members traveling between October 2 and November 15, 2001 on Continental Airlines, Continental Express and Continental code-share flights. In addition, these double miles will apply toward 2002 Elite status. + +Visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EV +to register and for complete details. + + +TOOLS FOR THE MOBILE TRAVELER + +You can conveniently manage your travel planning and OnePass account with Continental's wireless services when and where you want. We make it easy for you to get the information you need. + +* Check real-time flight status +* View Continental schedules +* View current eTicketed itineraries +* Check seat availability for a Continental flight +* Check OnePass Mileage Balance +* View Continental contact information +* Check Ticket Office and Presidents Club Locations and Numbers + +Visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EU +and get connected + + +**************************************** +TABLE OF CONTENTS +1. This Week's Destinations +2. Westin Hotels & Resorts, Sheraton Hotels & Resorts, Four Points by Sheraton, St. Regis, The Luxury Collection and W Hotels +3. Hilton Hotel Offers +4. Alamo Rent A Car Offers +5. National Car Rental Offers + +**************************************** +1. THIS WEEK'S DESTINATIONS + +Depart Saturday, October 13 and return on either Monday, October 15 or Tuesday, October 16, 2001. Please see the Terms and Conditions listed at the end of this e-mail. + +For OnePass members, here are special opportunities to redeem miles for travel to the following destinations. As an additional benefit, OnePass Elite members can travel using the miles below as the only payment necessary. The following are this week's OnePass continental.com Specials. + +To use your OnePass miles (as listed below) to purchase continental.com Specials, you must call 1-800-642-1617. + +THERE WILL NOT BE AN ADDITIONAL $20 CHARGE WHEN REDEEMING ONEPASS MILES FOR CONTINENTAL.COM SPECIALS THROUGH THE TOLL FREE RESERVATIONS NUMBER. + +If you are not using your OnePass miles, purchase continental.com Specials online until 11:59pm (CST) Friday at +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EW +You can also purchase continental.com Specials for an additional cost of $20 per ticket through our telephone service at 1-800-642-1617. + + +**************************************** +TRAVEL MAY ORIGINATE IN EITHER CITY +**************************************** +****Roundtrip BETWEEN CLEVELAND, OH and: + +$29 + 10,000 Miles or $109 - Chicago, IL (Midway only) +$29 + 12,500 Miles or $119 - Louisville, KY +$29 + 12,500 Miles or $129 - Milwaukee, WI +$29 + 12,500 Miles or $129 - New York, NY (LaGuardia only) + +****Roundtrip BETWEEN HOUSTON, TX and: + +$29 + 10,000 Miles or $109 - Austin, TX +$29 + 10,000 Miles or $109 - Brownsville/South Padre Island, TX +$29 + 10,000 Miles or $109 - Gulfport/Biloxi, MS + +****Roundtrip BETWEEN NEW YORK/NEWARK and: + +$29 + 10,000 Miles or $109 - Portland, ME +$29 + 12,500 Miles or $119 - West Palm Beach, FL + + +**************************************** +2. CONTINENTAL.COM SPECIALS LAST-MINUTE WEEKEND RATES FROM WESTIN HOTELS & RESORTS, SHERATON HOTELS & RESORTS, FOUR POINTS BY SHERATON, ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS + +Visit our site for booking these and other Last-Minute Weekend Rates for this weekend October 12 - October 16, 2001. +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EX + +-------------------------------------- +Florida - Pompano Beach - Four Points by Sheraton Pompano Beach - $75.00 + +Illinois - Arlington Heights - Sheraton Chicago Northwest - $65.00 +Illinois - Chicago - Sheraton Chicago Hotel and Towers - $130.00 +Illinois - Chicago - The Westin Michigan Avenue Chicago - $136.00 +Illinois - Chicago - The Westin Chicago River North - $119.00 +Illinois - Elk Grove Village - Sheraton Suites Elk Grove Village - $71.00 +Illinois - Oakbrook Terrace - Four Points by Sheraton Oakbrook - $64.00 + +Maine - South Portland - Sheraton South Portland Hotel - $116.00 + +New Jersey - East Rutherford - Sheraton Meadowlands Hotel and Conference Center - $99.00 +New Jersey - Elizabeth - Four Points by Sheraton Newark Airport - $71.00 +New Jersey - Iselin - Sheraton at Woodbridge Place Hotel - $71.00 +New Jersey - Parsippany - Sheraton Parsippany Hotel - $70.00 +New Jersey - Piscataway - Four Points by Sheraton Somerset/Piscataway - $65.00 +New Jersey - Weehawken - Sheraton Suites on the Hudson - $109.00 + +New York - New York - Sheraton Russell Hotel - $179.00 +New York - New York - Sheraton New York Hotel and Towers - $169.00 +New York - New York - Essex House - A Westin Hotel - $185.00 + +Ohio - Cuyahoga Falls - Sheraton Suites Akron/Cuyahoga Falls - $99.00 +Ohio - Independence - Four Points by Sheraton Cleveland South - $65.00 + +Texas - Houston - Sheraton Houston Brookhollow Hotel - $45.00 +Texas - Houston - The Westin Galleria Houston - $64.00 +Texas - Houston - The Westin Oaks - $70.00 + +Wisconsin - Brookfield - Sheraton Milwaukee Brookfield Hotel - $49.00 + +For complete details on these offers, please refer to the terms and conditions below. + +**************************************** +3. CONTINENTAL.COM SPECIALS FROM HILTON HOTELS AND RESORTS + +The following rates are available October 13 - October 15, 2001 and are priced per night. +-------------------------------------- +Austin, TX - Doubletree Hotel Austin - $99 +Austin, TX - Hilton Austin North - $99 + +Chicago, IL - Doubletree Guest Suites Downers Grove, Downers Grove, IL - $129 +Chicago, IL - Embassy Suites Hotel Chicago-Downtown/Lakefront - $179 +Chicago, IL - Hilton Garden Inn Chicago Downtown North - $159 +Chicago, IL - Hilton Oak Lawn, Oak Lawn, IL - $109 + +Cleveland, OH - Hilton Cleveland East/Beachwood, Beachwood, OH - $109 + +Houston, TX - Hilton Houston Hobby Airport - $109 +Houston, TX - Hilton Houston Southwest - $109 +Houston, TX - Hilton Houston Westchase and Towers - $149 + +New York, NY - Hilton Times Square, New York, NY - $189 +New York, NY/Newark, NJ - Hilton Hasbrouck Heights, Hasbrouck Heights, NJ - $149 +New York, NY/Newark, NJ - Hilton Parsippany, Parsippany, NJ - $89 + +Palm Beach, FL - Doubletree Hotel Palm Beach Gardens - $79 +Palm Beach, FL - Hilton Palm Beach Airport - $86 + +Portland, ME - Doubletree Hotel Portland - $89 + +To book this week's special rates for Hilton Family Hotels, visit and book at +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EY +Special rates apply only for the dates listed at each hotel and are subject to availability. Check hilton.com for specific dates at each Hilton Family Hotel. Or call at 1-800-774-1500 and ask for Value Rates. Restrictions apply to these rates. + +******************************** +4. CONTINENTAL.COM SPECIALS FROM ALAMO RENT A CAR + +Rates listed below are valid on compact class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, October 13 with returns Monday, October 15 or Tuesday, October 16, 2001. +------------------------------- +$20 a day in: Austin, TX (AUS) +$23 a day in: Cleveland, OH (CLE) +$26 a day in: Newark, NJ (EWR) +$18 a day in: Houston, TX (IAH) +$26 a day in: Chicago, IL (MDW) +$18 a day in: Milwaukee, WI (MKE) +$26 a day in: West Palm Beach, FL (PBI) +$20 a day in: Portland, ME (PWM) + + +To receive special continental.com Specials discounted rates, simply make advance reservations and be sure to request ID # 596871 and Rate Code 33. Book your reservation online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EZ +or contact Alamo at 1-800 GO ALAMO. + +*If you are traveling to a city or a different date that is not listed, Alamo offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EA +For complete details on these offers, please refer to Alamo's terms and conditions below. + + +**************************************** +5. CONTINENTAL.COM SPECIALS FROM NATIONAL CAR RENTAL + +Rates listed below are valid on intermediate class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, October 13 with returns Monday, October 15 or Tuesday, October 16, 2001. +------------------------------------------ +$23 a day in: Austin, TX (AUS) +$26 a day in: Cleveland, OH (CLE) +$29 a day in: Newark, NJ (EWR) +$21 a day in: Gulfport/Biloxi, MS (GPT) +$21 a day in: Houston, TX (IAH) +$47 a day in: New York, NY (LGA) +$29 a day in: Chicago, IL (MDW) +$24 a day in: Milwaukee, WI (MKE) +$29 a day in: West Palm Beach, FL (PBI) +$23 a day in: Portland, ME (PWM) +$47 a day in: Louisville, KY (SDF) + + +To receive your continental.com Specials discounted rates, simply make your reservations in advance and be sure to request Product Code COOLUS. To make your reservation, contact National at 1-800-CAR-RENT (1-800-227-7368), or book your reservation online at +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EB +Please enter COOLUS in the Product Rate Code field, and 5037126 in the Contract ID field to ensure you get these rates on these dates. + +* If you are traveling to a city or a different date that is not listed, National offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EC +For complete details on these offers, please refer to National's terms and conditions below. + + +**************************************** +CONTINENTAL.COM SPECIALS RULES: +Fares include a $37.20 fuel surcharge. Passenger Facility Charges, up to $18 depending on routing, are not included. Up to $2.75 per segment federal excise tax, as applicable, is not included. Applicable International and or Canadian taxes and fees up to $108, varying by destination, are not included and may vary slightly depending on currency exchange rate at the time of purchase. For a complete listing of rules please visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUT + + +ALAMO RENT A CAR'S TERMS AND CONDITIONS: +Taxes (including VLF taxes up to US$1.89 per day in California and GST), other governmentally-authorized or imposed surcharges, license recoupment fees, fuel, additional driver fee, drop charges and optional items (such as CDW Waiver Savers(R) up to US$18.99 a day,) are extra. Renter must meet standard age, driver and credit requirements. Rates higher for drivers under age 25. Concession recoupment fees may add up to 14% to the rental rate at some on-airport locations. Up to 10.75% may be added to the rental rate if you rent at an off-airport location and exit on our shuttle bus. Weekly rates require a 5-day minimum rental or daily rates apply. For weekend rates, the vehicle must be picked up after 9 a.m. on Thursday and returned before midnight on Monday or higher daily rates apply. 24-hour advance reservation required. May not be combined with other discounts. Availability is limited. All vehicles must be returned to the country of origin. Offer not valid in San Jose, CA. + +NATIONAL CAR RENTAL TERMS AND CONDITIONS: +Customer must provide Contract ID# at the time of reservation to be eligible for discounts. Offer valid at participating National locations in the US and Canada. Minimum rental age is 25. This offer is not valid with any other special discount or promotion. Standard rental qualifications apply. Subject to availability and blackout dates. Advance reservations required. Geographic driving restrictions may apply. + +TERMS AND CONDITIONS FOR WESTIN, SHERATON, FOUR POINTS, +ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS: +Offer is subject to availability. Advance Reservations required and is based on single/double occupancy. Offer not applicable to group travel. Additional Service charge and tax may apply. The discount is reflected in the rate quoted. Offer valid at participating hotel only. Offer valid for stays on Fri - Mon with a Friday or Saturday night arrival required. Rate available for this coming weekend only. Offer available only by making reservations via the internet. A limited number of rooms may be available at these rates. + +--------------------------------------- +This e-mail message and its contents are copyrighted and are proprietary products of Continental Airlines, Inc. Any unauthorized use, reproduction, or transfer of the message or its content, in any medium, is strictly prohibited. + +**************************************** +UNFORTUNATELY MAIL SENT TO THIS ADDRESS CANNOT BE ANSWERED. +If you need assistance please visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUV + + +This e-mail was sent to: jarnold@ect.enron.com +You registered with OnePass Number: AK772745 + +View our privacy policy at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUU + + +TO UNSUBSCRIBE: +We hope you will find continental.com Specials a valuable source of information. However, if you prefer not to take advantage of this opportunity, please let us know by visiting the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUX + +TO SUBSCRIBE: +Please visit the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUW + + + + + + +" +"arnold-j/deleted_items/104.","Message-ID: <464015.1075852692188.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 04:45:36 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/9 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude32.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas32.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil32.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded32.pdf + +Nov WTI/Brent Spread http://www.carrfut.com/research/Energy1/clxqox.pdf +Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Jan/Feb Heat http://www.carrfut.com/research/Energy1/hofhog.pdf +Gas/Heat Spread http://www.carrfut.com/research/Energy1/huxhox.pdf +Nov/Mar Unlead http://www.carrfut.com/research/Energy1/huxhuh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG32.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG32.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL32.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/105.","Message-ID: <14078449.1075852692211.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 05:16:21 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-9-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-9-01 Nat Gas.doc " +"arnold-j/deleted_items/106.","Message-ID: <24206864.1075852692235.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 05:24:08 -0700 (PDT) +From: mike.maggi@enron.com +To: john.arnold@enron.com +Subject: FW: Gas Options Trader +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Maggi, Mike +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +I know a set up when I see one + -----Original Message----- +From: ""Adrian Clark"" @ENRON [mailto:IMCEANOTES-+22Adrian+20Clark+22+20+3CAClark+40firstcallassociates+2Ecom+3E+40ENRON@ENRON.com] +Sent: Wednesday, October 03, 2001 4:29 PM +To: Maggi, Mike +Subject: Gas Options Trader + +Mike, + +Hello. My name is Adrian Clark and I am an executive recruiter in the +energy industry. One of my industry sources told me you are a successful +Gas Options Trader. My firm, First Call Associates, is currently doing a +search for some clients of ours, one of which is retained, which are looking +to hire high-quality Gas Options Traders. If you, or someone you know, has +an interest in learning more about these opportunities, please contact me. +If the timing is not right for you at this time, I've included my contact +information for future reference. + +You can find more information about us at www.firstcallassociates.com. The +founders of our firm came from the energy business themselves, having spent +more than 10 years trading energy (both gas and power). Because of their +experience, we have been able to form relationships with some of the leading +energy companies in the country enabling us to present qualified employees +for their consideration. + +Be assured that any information we discuss will be completely confidential. +My apologies for sending this to your email at work but I have not been able +to get you by telephone during business hours. + + + +Adrian Clark +Director +First Call Associates, Inc. +8 Andrew Dr. +Canton, CT 06019 +860-693-4122 +860-693-4118 (fax) +AClark@firstcallassociates.com + + - winmail.dat " +"arnold-j/deleted_items/107.","Message-ID: <30841424.1075852692264.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 05:54:06 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Northwest Natural Buys Enron Unit For $1.9 Billion in Cash and Stock +The Wall Street Journal, 10/09/01 +NORTHWEST NATURAL GAS ANNOUNCES DEAL WITH ENRON +The New York Times, 10/09/01 +COMPANIES & FINANCE THE AMERICAS - Enron to sell utility - NEWS DIGEST. +Financial Times (U.K. edition), 10/09/01 +COMPANIES & FINANCE UK: Budge digs deep and saves Hatfield Colliery +Financial Times; Oct 9, 2001 + +Enron Sells Oregon Utility +The Washington Post, 10/09/01 + +Enron Seals deal to sell Portland General utility +Houston Chronicle, 10/09/01 + +United States +The Globe and Mail, 10/09/01 +CoalPower buy +The Independent - London, 10/09/01 +NW Natural Gas Chmn & CEO +CNNfn: Street Sweep, 10/08/01 + +CHINA: PetroChina to boost gas output in southwest. +Reuters English News Service, 10/09/01 + + +Northwest Natural Buys Enron Unit For $1.9 Billion in Cash and Stock +By Robin Sidel +Staff Reporter of The Wall Street Journal + +10/09/2001 +The Wall Street Journal +A4 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Enron Corp., as expected, agreed to sell its Portland General Electric utility to Northwest Natural Gas Co. for nearly $1.9 billion in cash and stock in a transaction that will unite the largest gas and electric utilities in Oregon. +Northwest Natural also is expected to assume $1.1 billion in debt. For Enron, the move comes about five years after it bought Portland General as part of a plan to break into the nation's deregulating power markets. Since then, Enron has backed away from that strategy, in part because of the California energy crisis. Enron agreed to sell the utility to Sierra Pacific Resources, of Reno, Nev., for about $2 billion in 1999, but that transaction fell apart this year. +Meanwhile, little-known Northwest Natural, of Portland, Ore., is betting that buying Portland General's operations will give it more muscle on its home turf. The combined company, with $5 billion in assets, will have more than 1.25 million electric and gas customers and will own more than 2,000 megawatts of generation, 26,000 miles of electric transmission and distribution lines, as well as 12,000 miles of gas lines. Northwest Natural supplies natural gas to more than 500,000 residential and business customers in Oregon and Vancouver, Wash. Portland General is an electric utility serving more than 1.4 million customers in Oregon. +Terms of the transaction call for Enron to receive $1.55 billion in cash, $200 million in Northwest Natural preferred stock, and $50 million in Northwest Natural common stock. Enron has agreed to hold the securities for at least 2 1/2 years. The common equity stake will give Enron voting rights amounting to 4.9% of the total number of Northwest Natural shares outstanding. Enron, a Houston energy-trading concern, also will receive as many as two seats on Northwest Natural's board, which has 12 members and the authority to boost that number to 13. It isn't clear if Enron would seek two seats. +""This sale is consistent with our overall objective of selling assets that are not strategic to our wholesale and retail energy business,"" said Kenneth L. Lay, Enron's chairman and chief executive. +The cash portion of the transaction will be raised through loans arranged by Merrill Lynch & Co. , of New York, and Credit Suisse First Boston, a unit of Switzerland's Credit Suisse Group. Enron was advised by Credit Suisse First Boston, and Northwest Natural's financial adviser was Merrill Lynch. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Business/Financial Desk; Section C +COMPANY NEWS +NORTHWEST NATURAL GAS ANNOUNCES DEAL WITH ENRON +AP + +10/09/2001 +The New York Times +Page 4, Column 1 +c. 2001 New York Times Company + +As expected, Northwest Natural Gas said yesterday that it would buy Portland General Electric from the Enron Corporation for $1.55 billion in cash and $350 million in securities in a deal to combine the largest natural gas and electric utilities in Oregon. Northwest Natural said it expected to close the purchase late next year, pending approval by regulators and its shareholders. An undetermined number of jobs will be cut. + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +COMPANIES & FINANCE THE AMERICAS - Enron to sell utility - NEWS DIGEST. +By SHEILA MCNULTY. + +10/09/2001 +Financial Times (U.K. edition) +(c) 2001 Financial Times Limited . All Rights Reserved + +Enron, the US energy giant, has agreed to sell electricity utility Portland General Electric to Northwest Natural Gas for $1.88bn. NW Natural, a regional utility, will also assume about $1.1bn in PG debt and preferred stock. Enron had been seeking to dispose of the utility for some time because it is no longer core. It is also attempting to dispose of up to $5bn in other assets - primarily international infrastructure projects in developing countries where Enron believes there is little chance of building its wholesale and retail business around them. Sheila McNulty, Houston. +(c) Copyright Financial Times Ltd. All rights reserved. +http://www.ft.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +COMPANIES & FINANCE UK: Budge digs deep and saves Hatfield Colliery +Financial Times; Oct 9, 2001 +By ANDREW TAYLOR + +Brian Wilson, energy minister, yesterday welcomed the decision to restart coal production at Hatfield Colliery following the mine's rescue by Richard Budge, former chief executive of UK Coal. The Coal Authority, responsible for licensing mining, formally approved the takeover of Hatfield by Mr Budge's new company, Coal Power, paving the way for production to restart next month. Mr Budge, who earlier this year was ousted as UK Coal's chief executive, beat his former company and Enron, the US energy group, to buy Hatfield for about Pounds 5m. He was last month named preferred bidder for the colliery which went into liquidation in August. The government, in a bid to keep the pit alive, provided Pounds 6.69m of aid. +Hatfield is estimated to have coal reserves of 15m-23m tonnes. Recent rises in gas prices with more competitive electricity trading have encouraged generators to switch to more flexible coal-fired plant. Sales of domestically produced coal had risen by 20 per cent in each of the past three years, while prices paid by power stations had risen from Pounds 22.50 a tonne 18 months ago to about Pounds 35, said Mr Budge. + +Financial +Lehman Buys N.Y. Building + +10/09/2001 +The Washington Post +FINAL +E02 +Copyright 2001, The Washington Post Co. All Rights Reserved + +Enron Sells Oregon Utility +Enron agreed to sell Portland General Electric to Northwest Natural Gas for $2.9 billion in cash, stock and assumed debt, ending a more than two-year effort to shed its Oregon utility. Enron no longer needs Portland General to sell electricity in the West and wants to spend its money on more promising businesses, chief executive Ken Lay said. + +http://www.washingtonpost.com +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Oct. 9, 2001 +Houston Chronicle +Enron seals deal to sell Portland General utility +By LAURA GOLDBERG +Copyright 2001 Houston Chronicle +Investors reacted positively to Enron Corp.'s announcement Monday that it sealed a deal to sell utility Portland General Electric for almost $1.9 billion. +Shares in the Houston-based energy traded finished the day up $1.72 at $33.45. +""It's definitely an important catalyst for the stock,"" said Raymond Niles, an analyst who follows Enron for Salomon Smith Barney. +Northwest Natural Gas Co. agreed to buy Portland General from the Houston-based energy trader, which has been trying to sell the utility for months. +Under the deal, Enron is to receive $1.55 billion in cash, $200 million in NW Natural preferred stock and $50 million in NW Natural common stock. +NW Natural will take over Enron's $75 million balance toward consumer rate cuts Enron agreed to when it bought Portland General in 1997. +In addition, NW Natural, based in Portland, Ore., will assume about $1.1 billion in Portland General debt and preferred stock. +The common equity stake in NW Natural will give Enron voting rights limited to 4.9 percent. Enron, which has agreed to hold its securities in NW Natural for at least 2 1/2 years, also will receive up to two board seats. +The deal, subject to regulatory approvals, is expected to close by the fourth quarter of 2002. +It's the second time Enron reached a deal to sell Portland General. Nevada-based Sierra Pacific Resources agreed to buy the utility in November 1999. +The deal, valued at about $2 billion plus assumption of $1.1 billion debt and preferred stock, was officially called off in April, although it had been considered dead months before. +Sierra Pacific planned to sell some of its Nevada assets to raise cash for the deal, but Nevada's move to electricity deregulation was delayed and Sierra couldn't carry out the sales. +NW Natural is Oregon's largest natural gas utility, with more than 525,000 customers in northwest Oregon and southwest Washington. +Portland General serves more than 730,000 customers and owns 2,015 megawatts of electricity generation. +Enron is moving away from owning large physical assets so it can focus on trading and making markets in a variety of commodities. +""This sale is consistent with our overall objective of selling assets that are not strategic to our wholesale and retail energy business,"" Ken Lay, Enron's chairman and chief executive, said in a statement. +Enron bought the utility in 1997 in a deal worth $2 billion, plus it assumed $1.1 billion in debt and preferred stock. +The NW Natural deal represents ""a break-even transaction from a gain-loss standpoint,"" Enron spokeswoman Karen Denne said. +Enron could use the proceeds to pay down debt, repurchase stock or invest in the company's high-growth businesses, she said. +Enron, when the deal gets closer to completion, must assure investors that the money will be invested in a higher-return opportunity to avoid earnings dilution, said Carol Coale, an analyst with Prudential Securities in Houston. +Investor confidence in Enron suffered after CEO Jeff Skilling, citing personal reasons, unexpectedly resigned in August. Even before then, Enron's stock had come under pressure for a variety of reasons. +The Portland General deal ""should add one notch in management's credibility belt,"" Coale said, adding: ""They have several notches to go."" + + +Report on Business: The Wall Street Journal +WHAT'S NEWS +United States +Wall Street Journal + +10/09/2001 +The Globe and Mail +Metro +B15 +""All material Copyright (c) Bell Globemedia Publishing Inc. and its licensors. All rights reserved."" + +Enron Corp. agreed to sell its Portland General Electric utility to Northwest Natural Gas Co. for nearly $1.9-billion (U.S.) in cash and stock in a transaction that will unite the largest gas and electric utilities in Oregon. Northwest Natural is also expected to assume $1.1-billion in debt. For Enron, the move comes about five years after it bought Portland General as part of a plan to break into deregulating U.S. power markets. Since then, Enron has backed away from that strategy, in part due to the California energy crisis. + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Business +CoalPower buy + +10/09/2001 +The Independent - London +FOREIGN +21 +(Copyright 2001 Independent Newspapers (UK) Limited) + +COALPOWER, THE company set up by the former chief executive of RJB Mining, Richard Budge, has bought and reopened the Hatfield coal mine in South Yorkshire, four weeks after it was mothballed. ""The mine has re-opened and we have got men underground now,"" said CoalPower. CoalPower, which was named the preferred bidder by the Government a month ago, beat Enron and UK Coal to buy Hatfield. + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Business +NW Natural Gas Chmn & CEO +Susan Lisovicz + +10/08/2001 +CNNfn: Street Sweep +(c) Copyright Federal Document Clearing House. All Rights Reserved. + +SUSAN LISOVICZ, CNNfn ANCHOR, STREET SWEEP: As we told you earlier Enron (URL: http://.www.enron.com/) has agreed to sell its Portland General Electric unit to Northwest Natural Gas (URL: http://www.gasco.com/) for $1.9 billion. Richard Reiten is chairman and CEO of Northwest Natural Gas. He joins us from Portland, Oregon to discuss the deal. Welcome and congratulations. +RICHARD REITEN, CHMN & CEO, NORTHWEST NAT. GAS: Thank you. +LISOVICZ: Well the investors have spoken and so far it`s negative. Your stock is down about 40 cents. Why do you think the market`s not thrilled about what they`ve heard so far? +REITEN: Well I don`t think being down 40 cents is really any indication in a market like today. In fact we`ve got a great transaction. Good for us, Northwest Natural Gas and certainly good for Enron. We`re able to create a five billion asset company headquartered here in Oregon. It`s going to have great growth as well as great shareholder value for Northwest National shareholders. So it`s a combination gas and electric company being created. Really we`re very excited about it. +LISOVICZ: $1.9 billion in cash and stock. Fair price? +REITEN: Yes. Fair for us and fair for Enron. It gives us great cash flow, great accretion to our earnings in the first year, a transaction that I think really benefits both parties. +LISOVICZ: Will it be accretive to the bottom line in the first year? +REITEN: Yes it will. +LISOVICZ: OK. Tell me what shareholders can expect immediately if anything. +REITEN: Well it`ll take a year for regulatory approval, nine to 12 months anyway. And then our first year as a combined company will most likely be 2003. We made it clear to our investors and shareholders that the transaction will be accretive in the first year even applying the old accounting rules amortizing good will. Without the good will amortization it`s double digit accretive. So it`s a very good transaction for us and our shareholders. +LISOVICZ: How did gas prices play into this? Did they speed up or did -did they influence at all how these talks proceeded? +REITEN: No they did not. You know gas prices have been declining rather dramatically over the last three months from highs over the previous year. But they`re coming down now and will be more moderate we think out over the next year but didn`t play any role in this. We passed through the gas cost without margin to our customers as most local gas distribution utilities do. They will play a real role because we could bring the gas supply asset storage and so on of our company to Portland General Electric`s gas-fired generation. So the combination of those assets are really a powerful set. +LISOVICZ: What was most attractive about this property? +REITEN: Well I think you have a almost total overlap of geography. Eighty percent of Portland General Electric`s customers are located inside Northwest Natural Gas service territory. Ninety five percent of the assets are all in Oregon. We have a small gas distribution property in southwest Washington. But there`s terrific overlap, a lot of savings for customers as we move forward to bring the companies together and certainly the accretion for our shareholders as well. +LISOVICZ: OK. Richard Reiten, the chairman and CEO of Northwest Natural Gas. Congratulations. Thanks for joining us. +REITEN: Thank you very much. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +CHINA: PetroChina to boost gas output in southwest. + +10/09/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +BEIJING, Oct 9 (Reuters) - China's oil major PetroChina has made three natural gas discoveries this year in the southwest Sichuan Basin and aims to boost output in the area by 50 percent, company officials said on Tuesday. +Natural gas output in the Sichuan Basin was expected to rise to 12 billion cubic metres (bcm) in 2005 from 8.0 bcm in 2000, an official of PetroChina's subsidiary, Southwest Oil and Gas Co, said from the Sichuan capital of Chengdu. +To fulfil this target, the southwest company would add an annual gas production capacity of 4.2 bcm over the next four years, which would be focus on the Datianchi and Baimamiao gas fields, the official told Reuters. +""The gas recovery rate in Sichuan basin was not very high. We will try hard to incease our production capacity in the coming years,"" he said. +The Sichuan Basin is PetroChina's biggest gas producing area. +The three discoveries PetroChina made so far this year in Sichuan had a combined possible gas reserves of 25.2 bcm, another official said. +The Nanchong structure in central Sichuan had a gas reserve of 17.8 bcm, the Jinzhuping structure in the east contained 2.88 bcm of reserves and the Longquan structure in the west had 5.5 bcm, the official said. +The three structures cover a total area of 447 square km (172.6 sq miles), he said. +Experts have predicted gas reserves in the Sichuan Basin were likely to be one trillion cubic metres by 2005. +PetroChina has also speeded up construction of several natural gas purification plants in Sichuan, including one in the Zhongxian county of Chongqing, where a planned gas pipeline to the neighbouring province of Hubei starts, he said. +Gas purification capacity in the basin would rise to 9.0 bcm in 2004 from 5.5 bcm in 2000. +GAS PIPELINES +PetroChina is at the preparation stage of the Zhongxian-Hubei pipeline, China's first joint venture gas pipeline. +The Chinese company holds a 55 percent stake in $400 million project and U.S. energy firm Enron the remainder. +The two companies, which finished a feasibility study and got state approval for building the pipeline last year, were busy doing a market survey, the official said. +The 680 km (420 mile) pipeline, designed to transfer 3.0 bcm of natural gas a year, may be extended to the province of Hunan later, he said. +The Southwest Oil and Gas Co is cooperating with French firm Sofregas to upgrade more than 1,000 km of gas pipelines in Sichuan. +The $230 million upgrade, including repairs, cleaning and extending pipelines, would enable the trunk lines to transfer 8.0 million cubic metres per day upon completion in mid-2003, the official said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +" +"arnold-j/deleted_items/108.","Message-ID: <2952075.1075852692288.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 06:06:04 -0700 (PDT) +From: matthew.arnold@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Arnold, Matthew +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +which brian? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 9, 2001 7:38 AM +To: Arnold, Matthew +Subject: + +what's brian's last name?" +"arnold-j/deleted_items/109.","Message-ID: <22076152.1075852692315.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 06:15:23 -0700 (PDT) +From: a..shankman@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Shankman, Jeffrey A. +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +he's not coming. + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 6:37 PM +To: Shankman, Jeffrey A.; Nowlan Jr., John L. +Subject: + +Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work. " +"arnold-j/deleted_items/11.","Message-ID: <14629433.1075852688515.JavaMail.evans@thyme> +Date: Thu, 20 Sep 2001 09:55:39 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: ICE +Cc: robyn.zivic@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: robyn.zivic@enron.com +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: Zivic, Robyn +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +hi.. + +Noted that ICE is competition.. I am not interested in us supporting that product at all.. I am still pushing Campbell and others to use an alternate solution that gives us the advantage of seeing flow first hand in a discrete way. + +An ICE solution more foils my attempts to build liquidity for the crude desk than gas. Currently ICE has a much better market share on crude and the addition of program funds would further frustrate our efforts to ever build a flow business. + +On the flip side, ICE will not solve Campbell's problems on gas (prob not on crude either) because there is no certainty they will get a tight market.. the very reason they are still talking to us.. so I guess I am not worried. + +I am just pissed that these ""solutions"" keep popping up that keep Campbell and others from making decisions NOW. I still like the Deutsche solution and am talking to them again next week.. should have some comment from Campbell by then too.. + +I am still looking for a system that can also accommodate credit constraints as well.. you know.. our lines are pretty full with all the banks who would be able to give us more flow..Deutsche system could help this too. + +will keep you informed.. +c + +on a side note.. have been trying still to educate EOL (Bob Shultz) on these considerations.. they are still debating whether we should have a clearing arrangement with someone.. that won't get around the CFTC issue.. + + + + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, September 19, 2001 7:24 PM +To: Abramo, Caroline +Subject: RE: ICE + +Hey: +1. Theoretically we could agree upon a trade and cross it on ICE after hours when the risk that someone else gets inside is remote. This is a prearranged trade and is illegal on Nymex, but it is my understanding it will be legal on ICE assuming ICE uses the IPE clearing platform, where prearranged trading is legal. Agree about liquidity. I dont think this really helps ICE's volumes, nor liquidity. Funds want liquidity so they will not flock to ICE in the current state. +2. My guess is not intercommodity, but maybe intracommodity. For instance, a gas daily swap against front month futures may have lower margin than the 2 trades additive. + +Important Note: ICE is our competition and I am very,very wary to support their system, unless absolutely necessary. + + + -----Original Message----- +From: Abramo, Caroline +Sent: Tuesday, September 18, 2001 2:00 PM +To: 'doug@campbell.com' +Cc: Zivic, Robyn +Subject: ICE + +Hi.. +I hope you are all ok.. I am sorry for any losses that may have touched your friends and family.. + +I looked at the ICE/LCH announcements. + +I have a few questions: +1. Will ICE be able to work as a deal entry system as well as mechanism to post markets? + +My concern here is that under the Deutsche proposal we would be able to do a deal with you over the phone and then post it to their system.. and no other market participant would be able to see that transaction.. it would then go straight to the clearing. + +Currently, I'd say that only 2% of the time ICE has a tighter market than EOL.. this because they do not have the liquidity (and likely will not). + +There is not a high probability we would ever contribute to this liquidity over our own system (Enron online) so the ability to deal directly with you in still imperative. + +2. Can margin at LCH be netted across products? + +Looking forward to speaking. +Thanks and Regards, +Caroline" +"arnold-j/deleted_items/110.","Message-ID: <22548494.1075852692338.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 06:16:03 -0700 (PDT) +From: a..shankman@enron.com +To: john.arnold@enron.com +Subject: RE: +Cc: johnny.palmer@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: johnny.palmer@enron.com +X-From: Shankman, Jeffrey A. +X-To: Arnold, John +X-cc: Palmer, Johnny +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I'll set it up as orig. + +Johnny, can you set this up? + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 6:37 PM +To: Shankman, Jeffrey A.; Nowlan Jr., John L. +Subject: + +Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work. " +"arnold-j/deleted_items/111.","Message-ID: <8793017.1075852692363.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 06:50:43 -0700 (PDT) +From: savita.puthigai@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Puthigai, Savita +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hi John, + +We are taking a look at that as well as orders for options. Will let you know when that can be available. + +Savita + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 8:24 AM +To: Puthigai, Savita +Subject: + +Savita: +Any chance we can introduce limit orders to spreads?" +"arnold-j/deleted_items/112.","Message-ID: <10531652.1075852692386.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 06:54:42 -0700 (PDT) +From: c10mkf@msn.com +To: ddrxbri@msn.com +Subject: Increase Sales, Accept Credit Cards! + [3ut1b] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: c10mkf@msn.com@ENRON +X-To: ddrxbri@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +We provide businesses of ALL types an opportunity to have their +own no hassle Credit Card Merchant Account with NO setup fees. +Good credit, bad credit, no credit -- not a problem! 95% approval +rate! + +You will be able to accept all major credit cards including Visa, +MasterCard, American Express and Discover, as well as debit cards, +ATM and check guarantee services. You will have the ability to +accept E-checks over the Internet with a secure server. To insure +that you wont miss a sale, you will be able to accept checks by +Phone or Fax. We can handle ANY business and client type! + +If you already have a merchant account we can lower your rates +substantially with the most competitive rates in the industry and +state of the art equipment and software. We will tailor a program +to fit your budget and you wont pay a premium for this incredible +service! + +If you are a U.S. citizen and are interested in finding out +additional information or to speak with one of our reps, reply to +this email and include the following contact information: Your +Name, Phone Number (with Area/Country code), and if possible, a +best time to call. One of our sales reps will get back to you +shortly. Thank you for your time. + + + +If you wish to be removed from our mailing list, please reply to +this email with the subject ""Remove"" and you will not receive +future emails from our company. + + + +c10mkf" +"arnold-j/deleted_items/113.","Message-ID: <5861415.1075852692410.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 07:56:48 -0700 (PDT) +From: bryan.robins@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Robins, Bryan +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I got the negative today, but if you're in tomorrow I could probably work it. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 9:53 AM +To: Robins, Bryan +Subject: + +going to the game?" +"arnold-j/deleted_items/114.","Message-ID: <30546656.1075852692433.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 08:39:20 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I don't think Brian can go - but can I extend the offer to him? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:37 AM +To: Allen, Margaret +Subject: RE: + +I've 2 extra tix if you anybody we like. + + -----Original Message----- +From: Allen, Margaret +Sent: Tuesday, October 09, 2001 10:36 AM +To: Arnold, John +Subject: RE: + +I'm here - my 11 got cancelled. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:34 AM +To: Allen, Margaret +Subject: + +are you there?" +"arnold-j/deleted_items/115.","Message-ID: <14854050.1075852692458.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 08:36:21 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I'm here - my 11 got cancelled. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:34 AM +To: Allen, Margaret +Subject: + +are you there?" +"arnold-j/deleted_items/116.","Message-ID: <7048325.1075852692484.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 08:54:17 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Oh know- my sister is canceling her plans now...do we have one left? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:54 AM +To: Allen, Margaret +Subject: RE: + +I just found a taker. Sorry. + + -----Original Message----- +From: Allen, Margaret +Sent: Tuesday, October 09, 2001 10:50 AM +To: Arnold, John +Subject: RE: + +He can't go - I didn't think he could. I'm trying to find my sister (she just moved to town), but I can't find her anywhere. Any other suggestions? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:45 AM +To: Allen, Margaret +Subject: RE: + +yea + + -----Original Message----- +From: Allen, Margaret +Sent: Tuesday, October 09, 2001 10:39 AM +To: Arnold, John +Subject: RE: + +I don't think Brian can go - but can I extend the offer to him? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:37 AM +To: Allen, Margaret +Subject: RE: + +I've 2 extra tix if you anybody we like. + + -----Original Message----- +From: Allen, Margaret +Sent: Tuesday, October 09, 2001 10:36 AM +To: Arnold, John +Subject: RE: + +I'm here - my 11 got cancelled. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:34 AM +To: Allen, Margaret +Subject: + +are you there?" +"arnold-j/deleted_items/117.","Message-ID: <14059935.1075852692507.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 08:50:01 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +He can't go - I didn't think he could. I'm trying to find my sister (she just moved to town), but I can't find her anywhere. Any other suggestions? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:45 AM +To: Allen, Margaret +Subject: RE: + +yea + + -----Original Message----- +From: Allen, Margaret +Sent: Tuesday, October 09, 2001 10:39 AM +To: Arnold, John +Subject: RE: + +I don't think Brian can go - but can I extend the offer to him? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:37 AM +To: Allen, Margaret +Subject: RE: + +I've 2 extra tix if you anybody we like. + + -----Original Message----- +From: Allen, Margaret +Sent: Tuesday, October 09, 2001 10:36 AM +To: Arnold, John +Subject: RE: + +I'm here - my 11 got cancelled. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:34 AM +To: Allen, Margaret +Subject: + +are you there?" +"arnold-j/deleted_items/118.","Message-ID: <15024076.1075852692530.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 08:38:28 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Really? I can ask a girlfriend of mine - and/or my sister. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:37 AM +To: Allen, Margaret +Subject: RE: + +I've 2 extra tix if you anybody we like. + + -----Original Message----- +From: Allen, Margaret +Sent: Tuesday, October 09, 2001 10:36 AM +To: Arnold, John +Subject: RE: + +I'm here - my 11 got cancelled. + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 10:34 AM +To: Allen, Margaret +Subject: + +are you there?" +"arnold-j/deleted_items/119.","Message-ID: <12549113.1075852692552.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 15:49:45 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: BIG CITY +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I called them today and they will be there tommorrow Wednesday 10/10/01. They forgot to dispatch someone to your house (kinda scary). I will stay on top of it and make sure they show up. + +-Ina" +"arnold-j/deleted_items/12.","Message-ID: <23561483.1075852688539.JavaMail.evans@thyme> +Date: Mon, 17 Sep 2001 21:43:20 -0700 (PDT) +From: 40enron@enron.com +Subject: Update Yourself Now +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Cindy Olson- EVP HR & Community Relations@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Have any of the following changed recently? + + Home address or work location + Home or business phone number + Fax number + E-mail address + Your last name + + +If the answer to any of these items is ""yes,"" then go to eHRonline to update your personal record. That way you won't miss a single piece of Enron mail (news, benefits info, etc.) at home or at the office. + +To update your personal record now go to http://ecteur-wwhr1p.enron.co.uk if you work location is London, for all other locations go to http://ehronline.enron.com. + +Remember, only you can make changes to your personal data. Update yourself now. " +"arnold-j/deleted_items/120.","Message-ID: <23352925.1075852692574.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 15:47:14 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Thursday 10/11/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John: + +I would like to take a vacation day this Thursday. I have to go to court and am having some work done to my house. I will still logon from home and can be reached by cell. + + +-Ina" +"arnold-j/deleted_items/121.","Message-ID: <6432421.1075852692597.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 16:06:25 -0700 (PDT) +From: 5z33t95as@msn.com +To: kzgnpar@msn.com +Subject: Have tax problems? + [8jhpp] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: 5z33t95as@msn.com@ENRON +X-To: kzgnpar@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Have tax problems? Do you owe the IRS money? If your debt is +$10,000 US or more, we can help! Our licensed agents can help +you with both past and present tax debt. We have direct contacts +with the IRS, so once your application is processed we can help +you immediately without further delay. + +Also, as our client we can offer you other services and help with +other problems. Our nationally recognized tax attorneys, +paralegals, legal assistants and licensed enrolled agents can +help you with: + +- Tax Preparation +- Audits +- Seizures +- Bank Levies +- Asset Protection +- Audit Reconsideration +- Trust Fund Penalty Defense +- Penalty Appeals +- Penalty Abatement +- Wage Garnishments +.. and more! + +To receive FREE information on tax help, please fill out the +form below and return it to us. There are no obligations, and +supplied information is kept strictly confidential. Please note +that this offer only applies to US citizens. Application +processing may take up to 10 business days. + +Note: For debt size please also include any penalties or interest + +********** + +Full Name: +State: +Phone Number: +Time to Call: +Estimated Tax Debt Size: + +********** + +Thank you for your time. + + + +Note: If you wish to receive no further advertisements regarding +this matter or any other, please reply to this e-mail with the +word REMOVE in the subject. + + + + +5z33t95as" +"arnold-j/deleted_items/122.","Message-ID: <30884829.1075852692620.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 15:24:43 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/09/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/09/2001 is now available for viewing on the website." +"arnold-j/deleted_items/123.","Message-ID: <27824454.1075852692659.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 14:17:30 -0700 (PDT) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, scott.neal@enron.com, s..shively@enron.com, + k..allen@enron.com, f..calger@enron.com, david.duran@enron.com, + brian.redmond@enron.com, john.thompson@enron.com, + rob.milnthorp@enron.com, wes.colwell@enron.com, sally.beck@enron.com, + david.oxley@enron.com, joseph.deffner@enron.com, + shanna.funkhouser@enron.com, eric.gonzales@enron.com, + j.kaminski@enron.com, larry.lawyer@enron.com, + chris.mahoney@enron.com, thomas.myers@enron.com, l..nowlan@enron.com, + beth.perlman@enron.com, a..price@enron.com, daniel.reck@enron.com, + cindy.skinner@enron.com, scott.tholan@enron.com, + gary.taylor@enron.com, heather.purcell@enron.com, + jeff.andrews@enron.com, lucy.ortiz@enron.com, + josey'.'scott@enron.com, kevin.mcgowan@enron.com, + cathy.phillips@enron.com, georganne.hodges@enron.com, + deb.korkmas@enron.com, kay.young@enron.com, laurie.mayer@enron.com, + stanley.cocke@enron.com, larry.gagliardi@enron.com, + jean.mrha@enron.com, a..gomez@enron.com, s..friedman@enron.com, + kathie.grabstald@enron.com, d..baughman@enron.com, + tricoli'.'carl@enron.com, ward'.'charles@enron.com, + crook'.'jody@enron.com, arnell'.'doug@enron.com, + alan.aronowitz@enron.com, neil.davies@enron.com, + ellen.fowler@enron.com, gary.hickerson@enron.com, + david.leboe@enron.com, randal.maffett@enron.com, + george.mcclellan@enron.com, stuart.staley@enron.com, + mark.tawney@enron.com, m..presto@enron.com, karin.williams@enron.com +Subject: We Need News! +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Neal, Scott , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +We need BUSINESS HIGHLIGHTS AND NEWS for this week's EnTouch +Newsletter. + +Please submit your news by noon Wednesday. + + +Thanks! +Kathie Grabstald +x 3-9610 + + +" +"arnold-j/deleted_items/124.","Message-ID: <31036344.1075852692682.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 10:35:40 -0700 (PDT) +From: john.griffith@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Griffith, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +i'll be there + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 7:28 AM +To: Quigley, Dutch; Maggi, Mike; Griffith, John; Zipper, Andy; May, Larry +Subject: + +Eddie Gaetchens (?), Marty, and Kevin from Man are coming down Wednesday if anybody is up for dinner or drinks" +"arnold-j/deleted_items/125.","Message-ID: <24198915.1075852692705.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 10:21:30 -0700 (PDT) +From: melissa.ginocchio@idrc.org +To: idrc.houston.chapter@mailman.enron.com +Subject: IDRC Texas, World Congress - Chapter Reception Center +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Melissa Ginocchio @ENRON +X-To: IDRC.Houston.Chapter@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Please see your attachment for your invitation to the Texas World +Congress - Reception Center. Thank you + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Houstoninvited3.doc + Date: 9 Oct 2001, 13:16 + Size: 26112 bytes. + Type: Unknown + + - Houstoninvited3.doc " +"arnold-j/deleted_items/126.","Message-ID: <31453218.1075852692730.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 10:16:37 -0700 (PDT) +From: reiscast__wave_two.um.a.1013.218@reis-reports.unitymail.net +To: reiscast__wave_two@reis-reports.unitymail.net +Subject: Metro Briefs & Inside Real Estate +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Reis Client Services"" @ENRON +X-To: Reiscast Wave Two +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +[IMAGE]=20 +=09[IMAGE]=09[IMAGE]=09=09 +[IMAGE] =09[IMAGE] [IMAGE]=09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [= +IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] =09[IMAGE]=09 + +[IMAGE] +=09=09[IMAGE]=09=09=09 +=09=09[IMAGE]=09=09[IMAGE]=09 + [IMAGE] [IMAGE] =09[IMAGE]=09[IMAGE] [IMAGE] ReisCast October 9, 2001 = + Reis - America's Source for Real Estate Investing Welcome to ReisCast= +, our weekly email newsletter. This week's edition highlights are: Insi= +de Real Estate Metro Briefs More Great News for Reis SE Subscribers [= +IMAGE] [IMAGE] 1. Inside Real Estate The Post-Attack Economic Outl= +ook Wars are fought as much on an economic front as a military one, a poi= +nt underscored by the terrorists' choice of the World Trade Towers to initi= +ate their villainous attack on the continental US...On the economic front, = +we are in for a fight... Although the markets have since rallied somewhat..= +.the US economy will close out this year in recession. Reis's senior edit= +or Sam Truitt spoke with Mark M. Zandi -- chief economist and co-founder of= + financial information site Economy.com who is regularly cited in The Wall = +Street Journal, the New York Times, Business Week and Fortune -- to gauge j= +ust how deep and how long this recession is likely to be and where it is mo= +st likely to be felt. To read the entire article, go to: Inside Real Esta= +te at http://www.reis.com/learning/insights_inside_re_art.cfm [IMAGE]= + 2. Metro Briefs A Charmed Life Baltimore Retail Market - Second Qua= +rter 2001 Having emerged as a cultural, educational and economic center in= + its own right, the ""Charm City"" of Baltimore continues to win over employe= +rs, residents, tourists and convention planners with its Super Bowl XXXV ch= +ampion Ravens football team, award-winning Inner Harbor tourist area, and w= +orld-famous Johns Hopkins University... But just how far could D.C.'s ""unde= +rachieving stepbrother"" go without a homegrown high-tech presence? In ligh= +t of recent events in the dot-com and high-tech sectors, their relative abs= +ence from the Baltimore economic landscape may have proven to be a blessing= +... To get the entire market excerpt as well as an opportunity to buy the= + full Reis Observer report, go to www.reis.com/learning/insights_metro_spo= +tlight1.cfm Small Market: Big Reach Fort Lauderdale Industrial Market = +- Second Quarter 2001 Even as other industrial metros struggle during the = +current economic slowdown, the Ft. Lauderdale industrial market is capitali= +zing on its role as a global marketplace. Located in Broward County, the = +metro's 72-million-square-foot industrial market, according to Reis's estim= +ate, is modest by comparison with other Florida industrial markets, but it = +continues to draw foreign and domestic investors eager to capitalize on the= + area's low costs, favorable business climate and expanded transportation i= +nfrastructure... To get the entire market excerpt as well as an opportu= +nity to buy the full Reis Observer report, go to www.reis.com/learning/ins= +ights_metro_spotlight1.cfm#two [IMAGE] [IMAGE] 3. More Great Ne= +ws for Reis SE Subscribers Reis SE -- our revolutionary information sou= +rce designed to help real estate professionals make more informed investmen= +t decisions -- has even more great news for subscribers and corporate accou= +nt users... Coming next week, get the latest trends on those hard-to-gath= +er secondary US markets with Reis's enhanced reporting on 30 expansion metr= +os for office and apartment markets as well as vital rent comps in these ne= +w markets with Reis's MetroStats and SubmarketStats reports. Just when you = +need a competitive edge, too -- since secondary market trends and rent comp= + information aren't available from any other standardized, timely source. = + And don't forget...beginning next week you can also get class-cut distinc= +tions for the 50 top US Office and Apartment markets with Reis's new MetroT= +rend Class Cuts and SubTrend Class Cuts reports. To become a REIS SE sub= +scriber or corporate account user and get access to the same investment dec= +ision-support information used by thousands of professionals among leading = +commercial banks, lenders, appraisers, owner/developers, REITs and mortgage= + bankers, call us today for a DEMO at 1(800) 366-REIS, or email us at INFO@= +reis.com . From Wall Street to Main Street, our clients rely on Reis for = +comprehensive and proven transaction support. As always, we welcome your = +comments and suggestions. [IMAGE] You are receiving the email because= + you have subscribed to this list. If you would like to remove yourself fr= +om this list, please click here and you will be removed immediately! Thank= + you! [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] ?2001 Reis, Inc. All = +rights reserved. =09[IMAGE]=09[IMAGE] [IMAGE] [IMAGE] =09 +" +"arnold-j/deleted_items/127.","Message-ID: <17725786.1075852692813.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 09:07:22 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,040.26[I= +MAGE]27.68-0.30% NASDAQ1,573.79[IMAGE]32.16-2.00% S?5001,055.91[IMAGE]6.53-= +0.61% 30 Yr53.53[IMAGE]0.380.71% Russell409.29[IMAGE]2.89-0.70%- - - - - MO= +RE [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] = + [IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/11 Export= + Prices ex-ag. 10/11 Import Prices ex-oil 10/11 Initial Claims 10/12 Core P= +PI 10/12 PPI - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAGE]Qcharts =09[I= +MAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 Every crowd has a silver lining.= +: P.T. Barnum =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/09/2001 13:04 = +ET Symbol Last Change % Chg [IMAGE] CPHD7.37[IMAGE]2.9767.50%[IMAGE] BLM= +2.57[IMAGE]1.0771.33%[IMAGE] ORBT2.90[IMAGE]0.9649.48%[IMAGE] GNSC4.00[IMAG= +E]1.1037.93%[IMAGE] AMZ8.55[IMAGE]230.53%[IMAGE] PVAT2.57[IMAGE]0.6030.45%[= +IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. otherwis= +e.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of the Day! = +Q. Bob Schmekowitz asks, ""What is premarket or after hours trading?""After h= +ours trading is essentially the buying and selling of stocks during the hou= +rs........ MORE [IMAGE] Do you have a financial question? Ask our editor = + - - - - - VIEW Archive [IMAGE] [IMAGE] [IMAGE]=09 =09=09=09=09[IMAGE]= + [IMAGE] Market Outlook Great Expectations By:Adam Martin Stocks = +remain lower in early trading, but linger not far below opening levels afte= +r the denial if Microsoft's request to have their case heard by the supreme= + court and news about Afghanistan. On traders' minds this morning is the m= +ilitary action undertaken by the United States and Great Britain, primarily= +, and the costs of the ongoing war on terrorism. Also weighing on the mark= +et are lingering fears of domestic terrorist actions, as well as the recent= + flurry of layoffs in numerous sectors. Traders will be looking for hope f= +rom a variety of sources, and they've gotten a bit of it from Microchip Tec= +hnology which said it expects earnings to come in at the high end of expect= +ations. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]= +=09 + + + =09 [IMAGE] Today's Feature - Tuesday [IMAGE] Wanna know what exper= +ts are saying about the most important stocks...yours? Get the latest ins= +ide info from Wall Street Analysts and people just like you who really *kno= +w* about your stocks. Click here to check out Raging Bull. [IMAGE] [IMA= +GE]=09 =09 [IMAGE] Stocks to Watch Court Declines Microsoft Appeal = + The Supreme Court said Tuesday it will not grant Microsoft Corp. another c= +hance to avoid punishment for antitrust violations associated with its wide= +ly used Windows computer software. Shell strikes deal that clears ChevTex m= +erger Oil companies Shell and Saudi Aramco on Tuesday agreed to buy out pa= +rtner Texaco from a three-way U.S. gasoline venture, clearing the decks for= + a merger that will create a fifth global corporate energy superpower. Toys= + R Us says attaks to increase quarterly loss Toys R Us Inc. (NYSE:TOY), th= +e No. 1 U.S. toy chain, on Tuesday said its third-quarter loss would be mor= +e than double analysts' expectations as the Sept. 11 attacks worsened an al= +ready-weak environment in the toy-selling market. Terex plans more plant co= +nsolidation, staff cuts Terex Corp. (NYSE:TEX), a capital equipment maker= + serving the recycling, construction, infrastructure and mining industries,= + on Tuesday announced further staff cuts and other steps to save about $40 = +million a year by consolidating operations of recently acquired CMI Corp. M= +icrochip sees Q2 results at high end of forecast Microchip Technology Inc = +(NASDAQ:MCHP), a specialty semiconductor maker, on Monday said fiscal secon= +d-quarter sales and earnings would be at the high end of its previous guida= +nce. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News CPHD News U.S. stocks slum= +p; military action, earnings worries weigh Reuters: 10/09/2001 12:54 ET Ce= +pheid shares soar as anthrax attack fears set in Reuters: 10/09/2001 11:01= + ET Before The Bell - Futures mixed; Myriad soars Reuters: 10/09/2001 09:1= +0 ET - - - - - MORE [IMAGE] BLM News BLIMPIE INTERNATIONAL INC FILES FORM= + 8-K (*US:BLM) EDGAR Online: 10/09/2001 09:37 ET UPDATE 1-Investor group t= +o privatize sandwich maker Blimpie Reuters: 10/08/2001 17:53 ET CORRECTED-= +OTC RESUMED (AMEX:BLM) Reuters: 10/08/2001 17:24 ET - - - - - MORE [IMAGE]= + ORBT News Orbit International Corp. Receives New Order for Design of EL = +Display for Aegis Class Destroyers BusinessWire: 10/09/2001 10:02 ET Orbit= + International Corp. Receives New Orders in Support of Federal Aviation Adm= +inistration BusinessWire: 09/25/2001 10:01 ET Orbit International Corp. Po= +wer Unit Segment Receives New Orders BusinessWire: 09/05/2001 12:38 ET - = +- - - - MORE [IMAGE] GNSC News Genaissance says inks Pfizer genetic info = +deal Reuters: 10/09/2001 11:06 ET Genaissance Pharmaceuticals Signs Pharma= +cogenomics Agreement with Pfizer Inc PR Newswire: 10/09/2001 07:05 ET Pasc= +al Borderies, M.D. Named Executive Director, Commercial Development and Mar= +keting at Genaissance Pharmaceuticals PR Newswire: 09/28/2001 07:32 ET - -= + - - - MORE [IMAGE] AMZ News American Medical Security ups 3rd-quarter gu= +idance Reuters: 10/08/2001 16:22 ET AMS Third Quarter Earnings to Exceed E= +xpectations, Company Raises Full-Year 2001 Guidance, Sets Initial 2002 Esti= +mates PR Newswire: 10/08/2001 16:04 ET American Medical Security Launches = +eAMS.com to Support Independent Agent Channel PR Newswire: 09/26/2001 16:0= +3 ET - - - - - MORE [IMAGE] PVAT News Paravant Subsidiary Receives $1.2 M= +illion Order; Company Cites Increase in Overall Business Activity PR Newsw= +ire: 10/09/2001 08:33 ET Paravant Elects David P. Molfenter to Board of Dir= +ectors PR Newswire: 08/31/2001 07:31 ET Paravant Inc. Receives $1.56 Milli= +on Order PR Newswire: 08/23/2001 11:43 ET - - - - - MORE [IMAGE] [IMA= +GE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/128.","Message-ID: <21051537.1075852692925.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 08:24:27 -0700 (PDT) +From: cabramo@bloomberg.net +To: john.arnold@enron.com +Subject: BR saying that they will look to hedge HTR acq over the next +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""CAROLINE ABRAMO, ENRON CORP"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +BR saying that they will look to hedge HTR acq over the next +12m...just fyi for u and john + +BR= BURLINGTON RESOURCES, HTR= CANADIAN HUNTER + +" +"arnold-j/deleted_items/129.","Message-ID: <15264908.1075852692948.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 07:04:25 -0700 (PDT) +From: l..nowlan@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Nowlan Jr., John L. +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +agree, with the additional caveat that if he was half way decent he would have lasted longer at credit lyon or bp . think he leveraged a decent crt experience into a couple of jobs where he failed. tks for taking the time. + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 6:37 PM +To: Shankman, Jeffrey A.; Nowlan Jr., John L. +Subject: + +Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work. " +"arnold-j/deleted_items/13.","Message-ID: <21996872.1075852688562.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 05:01:21 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts and matrices as hot links 10/5 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude34.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas34.pdf + +Distillate and Unleaded charts to follow. + +Nov WTI/Brent Spread http://www.carrfut.com/research/Energy1/clxqox.pdf +Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Jan/Feb Heat http://www.carrfut.com/research/Energy1/hofhog.pdf +Gas/Heat Spread http://www.carrfut.com/research/Energy1/huxhox.pdf +Nov/Mar Unlead http://www.carrfut.com/research/Energy1/huxhuh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG34.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG34.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL34.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/130.","Message-ID: <135721.1075852692975.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 06:53:38 -0700 (PDT) +From: matthew.arnold@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Arnold, Matthew +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +robins + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 9, 2001 8:13 AM +To: Arnold, Matthew +Subject: RE: + +bad mormon brian + + -----Original Message----- +From: Arnold, Matthew +Sent: Tuesday, October 09, 2001 8:06 AM +To: Arnold, John +Subject: RE: + +which brian? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 9, 2001 7:38 AM +To: Arnold, Matthew +Subject: + +what's brian's last name?" +"arnold-j/deleted_items/131.","Message-ID: <32928771.1075852692999.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 11:06:36 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas intraday update for 10-9-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find a follow up to today's Natural Gas market analysis. + +Thanks, + +Bob McKinney + + - 10-9-01 Nat Gas intraday update.doc " +"arnold-j/deleted_items/132.","Message-ID: <20622710.1075852693023.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 11:34:38 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: Ospraie swaption +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +thanks again.. seems like swaptions always get messed up - according to fred (and gas dailies according to me).. will figure out a better procedure.. how we (marketers) can keep track of process and prevent errors... to me its a just lost $ to enron....we are all responsible. + +on the eog confo call now... +think prices bottom in 4Q.. looking to lift hedges. see recovery in CY02 +4Q- 40-50% hedged now; CY02- 20%... + +on shut ins- rigs went from51 to current 41.. look for it to be 35 + +company very healthy.. organic growth.. reduced debt / equity from 55%- when they split from ENE (which was second worst in peer group) to 29% now which is best. + +will continue to buy back shares. + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 7:47 PM +To: Abramo, Caroline +Subject: RE: Ospraie swaption + + +sounds like it's clean from your side. I HATE SWAPTIONS!! + +-----Original Message----- +From: Abramo, Caroline +Sent: Sunday, October 07, 2001 11:36 PM +To: Arnold, John +Cc: Dyk, Russell; Zivic, Robyn +Subject: FW: Ospraie swaption + + +hi.. just so you know exactly what happened here.. + +ospraie sold us a 4.70 swaption.. exercisable into a swap.. expiry 3/27/01.. 5/month cal02 +on 3/27/01.. market close is 4.78.. +we called Mike Maggi.. asked if he was exercising swap.. yes, he was +we asked if we had to do anything in the system.... no was the reply. +we call ospraie.. tell them we exercised the swap. +reconciling position report with ospraie for the hundreth time this month.. notice we are out 5/month on swaps... we had not previously been pulling deals from the system... just going by deal tickets. +we go through system for a week.. can not find deal.. that is where we are now. +deal needs to be found or recreated. + + +if you have some time (or if you like slow torture).. read my other note.. +better news coming.. promise. + + + + +-----Original Message----- +From: Abramo, Caroline +Sent: Sun 10/7/2001 9:32 AM +To: Bailey, Derek; Nelson, Michelle +Cc: Dyk, Russell; Zivic, Robyn +Subject: Ospraie swaption + + +Errol- A swap between Enron and Tudor for Cal02 at 4.70 must be booked as soon as we figure out that there is no possibility it is in the system. + +Derek/Michelle- this deal not being included in the system should be throwing off Ospraie's MTM. This swap is at 4.70.. they are short 60 contracts..currently Cal02 is around $3.. which should result in $1M more positive P&L for Ospraie and $1M less for us. + +This must be settled first thing Monday. +Caroline + + " +"arnold-j/deleted_items/133.","Message-ID: <22159791.1075852693046.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 17:03:58 -0700 (PDT) +From: info@investments.foliofn.com +To: jarnold@enron.com +Subject: Concerned about market fluctuations? We'll waive our fee. + (KMM2051C0KM) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""FOLIOfn"" @ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dear John Arnold, + +We recognize that many investors are concerned about their investments +especially in light of recent market fluctuations. As a FOLIOfn +customer, you probably realize that diversification is an important +strategy to minimize your risk over time. And, by keeping your fees, +expenses and taxes under control, you can improve your overall returns. + +Because we value you as a customer, we want to help you even more during +the current market conditions. That's why we are offering you a new +pricing plan that actually takes the ups and downs of the market into +account. + +It's simple: + +- With our new ""No Gain? No Pay!"" monthly pricing plan, for each month +the S&P 500 market index falls, we will waive your next monthly fee! + +That's right - all of our tools, research and premium services, +including your window trades*- FREE! + +You can sign up for this new service for a flat-fee of just $39.95 a +month - only $10 more than our basic monthly fee. + +With our new ""No Gain? No Pay!"" pricing plan, you can rest assured that +if the market goes down, you'll get your next month free. This is just +another way we are trying to offer you a little more control and peace +of mind during the current market fluctuations. + +To learn more and take advantage of this offer please visit +http://www.foliofn.com/content/retailcontent/ngnp_monthly.shtml +or call 1-877-MY-FOLIO. + +We want you to hold firmly to your vision of your financial future. At +FOLIOfn, we remain ready to help you achieve it. + +Sincerely, + +Steve Wallman +Founder and CEO, FOLIOfn Investments, Inc. + +* FOLIOfn's membership fee covers 500 commission-free window trades per +month. Additional window trades cost $1 per security. Direct trades are +$14.95. + +FOLIOfn Investments, Inc. Member NASD, SIPC." +"arnold-j/deleted_items/134.","Message-ID: <18970418.1075852693070.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 16:29:43 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/09/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/09/2001 is now available for viewing on the website." +"arnold-j/deleted_items/135.","Message-ID: <1618629.1075852693101.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 14:50:14 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +STOCKWATCH Enron higher after Merrill Lynch's cautious upgrade to 'buy' +AFX News, 10/09/01 +USA: RESEARCH ALERT-Merrill Lynch upgrades Enron. +Reuters English News Service, 10/09/01 +Upgrades & Downgrades: Changes For CVS, Enron +CNNfn: Market Coverage - Morning, 10/09/01 +ARGENTINA: Azurix withdraws from Buenos Aires water contract. +Reuters English News Service, 10/09/01 +Power providers cry foul over fees / State is accused of improper billing +The San Francisco Chronicle, 10/09/01 +Trammell Crow Company Names Rebecca McDonald to Board of Directors +Business Wire, 10/09/01 +Enron Corp. Raised to Long-Term `Buy' at Merrill +2001-10-09 06:00 (New York) +Northwest to Buy Portland General +CBS MarketWatch.com, 10/8/2001=20 + + + +STOCKWATCH Enron higher after Merrill Lynch's cautious upgrade to 'buy' + +10/09/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +NEW YORK (AFX) - Shares of Enron Corp were higher in morning trade after Me= +rrill Lynch issued a cautiously optimistic note upgrading the stock to 'buy= +' from 'accumulate' following Enron's sale of certain US and Indian assets,= + dealers said. At 11.35 am, Enron gained 36 cents, or 1.08 pct, to 33.81 us= +d.=20 +The Dow Jones Utility Average (DUX) declined 4.26 points to 316.05.=20 +On the broader indices, DJIA lost 16.26 points to 9,051.68, the S&P=20 +500 fell 3.50 to 1,058.90, while the Nasdaq composite dropped 23.21 +points lower to 1,583.53.=20 + +In a note issued early this morning, Merrill Lynch analyst Donato Eassey sa= +id, the agreement to sell Portland General and its India oil and gas intere= +st, has positioned the company to focus on its more profitable core busines= +ses, while substantially reducing its debt load by the end of 2002. +The sale of Portland General is expected to add 1.88 bln usd of cash to the= + company coffers at the close of the transaction fourth-quarter of 2002. Th= +e deal will also bring 1.1 bln usd of debt relief.=20 +Meanwhile, the sale of Indian oil and gas assets should bring in 388 mln us= +d.=20 +Eassey expects more asset sales by the company in the near future.=20 +The divestiture of the troubled Dabhol power facility in India along with s= +maller international gas assets could provide the company with additional l= +iquidity, he said.=20 +""Enron could ultimately (in the next 3 years) raise another 1.8 bln usd or = +so from Dabhol and other non-core international assets.""=20 +The Dabhol plant is 65 pct owned by Enron, making it the biggest investment= + in India by a non-Indian company.=20 +The company's partner, Maharashtra State Electricity Board (MSEB), owns 15 = +pct. MSEB owes Enron 48 mln usd for past power bills, but claims the power = +is too expensive and says it cannot absorb it all. The plant has lied idle = +since.=20 +Many questions, however, remain unanswered, said Eassey, noting that despit= +e the upgrade he is remaining cautious.=20 +""While Enron has a menu of assets to draw upon to raise capital, reduce deb= +t and improve its earnings prospects in the process, the primary question c= +entres on timing,"" he said.=20 +""Will the asset sales line up with an expected balance sheet clean up (with= + prospective gains offsetting losses)?=20 +""Can Enron sell its interest in Dabhol anytime soon, given the current war = +environment?=20 +""What impact will the weakening economies of South America such as Brazil a= +nd Argentina, not too mention the negative economic sentiment here in the U= +S, have on Enron's and other internationally diverse companies' earnings ou= +tlook?""=20 +These issues, along with the earnings drag from about 967 mln usd invested = +in its broadband unit and the viability of its 3.5 bln usd of goodwill, wil= +l likely continue to weigh on the stock near-term, explained Eassey.=20 +Reflecting the above uncertainties, Eassey said he is ""cautiously lightenin= +g"" his 3-year growth outlook from the 20 pct range to 16-17 pct a year. Ear= +nings per share estimates for 2001 stand at 2.10 usd, while the 2003 foreca= +st is 2.45 usd.=20 +Accordingly, Eassey's 'long-term' price objective now stands at 44 usd, or = +31 pct above its current price with an upgrade on the shares to buy from ac= +cumulate.=20 +blms/lj For more information and to contact AFX: www.afxnews.com and www.af= +xpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +USA: RESEARCH ALERT-Merrill Lynch upgrades Enron. + +10/09/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 9 (Reuters) - Merrill Lynch said on Tuesday analyst Donato Ea= +ssey has upgraded Enron Corp. to ""long-term buy"" from ""accumulate,"" explain= +ing some of the big power marketers' clouds have cleared with the agreement= +s to sell Portland General Electric and its India oil and gas interests.=20 +Stating Enron is well on its way to resharpening its focus on its more prof= +itable core businesses while substantially reducing its debt load by the en= +d of 2002, the analyst said: ""We still expect more in the way of asset sale= +s such as the Dabhol power facility along with smaller international gas as= +sets."" +While Enron has a host of assets to draw upon to raise capital, reduce debt= +, and improve its earnings prospects in the process, the primary question c= +enters on timing, Eassey said. ""What impact will the weakening economies of= + South America such as Brazil and Argentina, not too mention the negative e= +conomic sentiment here in the United States, have on Enron's and other inte= +rnationally diverse companies' earnings outlook?""=20 +He said these issues, along with the earnings drag from about $967 million = +invested in its broadband unit and viability of its $3.5 billion of goodwil= +l, will likely continue to weigh on the stock in the near term. ""Reflecting= + the above uncertainties, we are cautiously lightening our three-year growt= +h outlook from the 20 percent range to 16 percent to 17 percent per annum.""= +=20 +In Tuesday morning trading, Enron shares were up 30 cents to $33.75 after e= +arly buying carried Monday's $1.72 advance as high as $34.07. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Business +Upgrades & Downgrades: Changes For CVS, Enron +Rhonda Schaffler + +10/09/2001 +CNNfn: Market Coverage - Morning +(c) Copyright Federal Document Clearing House. All Rights Reserved. + +RHONDA SCHAFFLER, CNNfn ANCHOR, MARKET CALL: Time now for ""Upgrades & Downg= +rades"": Lehman Brothers is cutting CVS (URL: http://www.cvs.com/) to a buy = +from a strong buy. Lehman says the weak economy combined with increased ret= +ail competition and high expenses could hurt CVS in the near-term.=20 +ABN Amro downgrades Micron (URL: http://www.micron.com/) to a hold from an = +add, to match its underweight recommendation of the semiconductor sector. T= +he brokerage firms sees some problems for the D-Ram business. +Goldman Sachs is cutting Sempra Energy (URL: http://www.sempra.com) to mark= +et outperform from its U.S. recommended list and cutting its price target b= +y $7, to $29. Goldman says it sees limited upside potential for the stock.= +=20 +And finally, Merrill Lynch is raising Enron (URL: http://.www.enron.com/) t= +o a buy from an accumulate. Merrill says Enron is off to a great start in g= +etting its financial health in order.=20 +Let`s see how these stocks are trading so far; You can see the group is mos= +tly lower, except for Enron. It is up.=20 +""Market Call"" will be right back after this break.=20 + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +ARGENTINA: Azurix withdraws from Buenos Aires water contract. + +10/09/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +BUENOS AIRES, Argentina, Oct 9 (Reuters) - Water company Azurix, a unit of = +energy company Enron Corp. , said on Tuesday it had withdrawn from its cont= +ract to distribute drinking water in Buenos Aires province after ongoing di= +sputes with the provincial government.=20 +""Azurix Buenos Aires SA ... officially notified the government of its withd= +rawl from the concession contract due to serious breaches on the part of th= +e province of Buenos Aires,"" the company said in a statement without provid= +ing further details. +In recent months, Azurix has accused the province - Argentina's largest and= + most indebted - of not complying with certain conditions in the concession= +, a 30-year deal for which the company paid $439 million in late 1999.=20 +Azurix provides water services to 2.5 million people in 71 cities in the pr= +ovince, which says it has met all conditions of the contract,. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +NEWS +Power providers cry foul over fees / State is accused of improper billing +Bernadette Tansey +Chronicle Staff Writer + +10/09/2001 +The San Francisco Chronicle +FINAL +A.13 +(Copyright 2001) + +Electricity suppliers long accused of manipulating California's energy mark= +et are turning the tables on the state, saying its independent grid manager= + is forcing them to make up the cost of bad energy deals signed by Gov. Gra= +y Davis' administration.=20 +The power traders accuse the Independent System Operator -- which is legall= +y required to act as an impartial market manager -- of improperly helping s= +tate power buyers spread out the cost of high- priced electricity contracts= +. +Energy firms as well as municipal utility systems have complained about mys= +terious charges on their accounts with the grid agency, said Jan Smutney-Jo= +nes of the Independent Energy Producers Association, which represents such = +industry giants as Enron, Dynegy, Williams and Reliant.=20 +The charges showed up around the time the state Department of Water Resourc= +es was forced to start selling excess electricity it had purchased at an av= +erage of $69 per megawatt hour for as little as $1 per megawatt hour.=20 +""The ISO seems to be following specific instructions the Department of Wate= +r Resources is giving them,"" Smutney-Jones said.=20 +An industry source said NRG Energy Inc. and other suppliers were preparing = +a formal complaint to the Federal Energy Regulatory Commission, which could= + order the state to issue refunds to generators if it finds they have been = +improperly charged.=20 +The commission has ordered an unprecedented operational audit of the grid m= +anagement agency.=20 +State officials bought power under long-term contracts when it appeared Cal= +ifornia could suffer serious power shortages over the summer. Instead, the = +state had more than enough power, and electricity available on the spot mar= +ket suddenly cost half as much as the energy California had bought.=20 +Gary Ackerman of the Western Power Trading Forum, an industry group, said t= +he grid operator was using a combination of power scheduling and billing pr= +actices to ""bury"" some of the cost of power purchased by the state in the a= +ccounts of other generators.=20 +""The state is the biggest buyer and seller of electricity, and they control= + the governing board of the ISO,"" Ackerman said.=20 +The governor's spokesman, Steve Maviglio, called the power firms' accusatio= +ns ""absolutely false"" and said the generators were trying to whip up sentim= +ent in Washington to interfere with the state's affairs.=20 +""The generators know they'll get a much better deal at FERC headquarters in= + Washington than they will in Sacramento,"" Maviglio said. ""It shouldn't be = +a surprise that they make these accusations here to get federal involvement= +.""=20 +Oscar Hidalgo, a spokesman for the Department of Water Resources, said gene= +rators could hardly cast themselves as victims in California's energy crisi= +s.=20 +""I don't feel sorry for them one bit,"" Hidalgo said. ""They had one heck of = +a year.""=20 +Gregg Fishman, spokesman for the ISO said the agency was preparing a respon= +se to the accusations.=20 +Energy trade organizations said they suspected the ISO of using several mec= +hanisms to charge suppliers for state contract costs.=20 +The extra expense is sometimes tacked on to suppliers' bills for ISO operat= +ing costs, which all electricity sellers in California share, Ackerman said= +.=20 +Some firms say they have tried to buy cheap spot market electricity for res= +ale, only to find later that the grid manager has charged them for more exp= +ensive state power. Others say the grid operator orders them to activate st= +and-by power units on too-short notice. When they can't comply, they say, t= +he ISO brings high-priced state power on line and bills them for the extra = +cost.=20 +The accusations are part of a struggle for control of California's grid. In= + January, Davis disbanded the ISO's 26-member governing board, which was ch= +aired by Smutney-Jones, after some critics said it was too cozy with indust= +ry. Davis appointed his own five-member board.=20 +In February, then-FERC Chairman Curt Hebert said the new board had become ""= +a political arm of the governor."" The commission is trying to get Californi= +a to turn over its grid to a multistate transmission organization.=20 +Davis has warned Washington to ""keep its hands off"" the ISO. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + +Trammell Crow Company Names Rebecca McDonald to Board of Directors + +10/09/2001 +Business Wire +(Copyright (c) 2001, Business Wire) + +DALLAS--(BUSINESS WIRE)--Oct. 9, 2001--Trammell Crow Company (NYSE: TCC) to= +day announced the appointment of Rebecca A. McDonald to its Board of Direct= +ors.=20 +McDonald's appointment is effective October 1, 2001, and her initial term e= +xpires at the Company's annual meeting of stockholders in 2002. +McDonald is currently President of the Houston Museum of Natural Science, o= +ne of the nation's premier museums. She formerly served as Chairman and Chi= +ef Executive Officer of Enron Global Assets and was responsible for all of = +Enron's global energy asset portfolio, including numerous power plants, pip= +elines, gas and electricity distribution centers throughout Asia, Africa, t= +he Caribbean Basin and South America.=20 +Prior to joining Enron, McDonald served as President and Chief Executive Of= +ficer of Amoco Energy Development Company, where she was responsible for de= +veloping equity interests in international exploration and production opera= +tions. She also led the company's participation in and expansion of interna= +tional commercial transactions, privatizations and capitalizations. Additio= +nally, McDonald was responsible for establishing Amoco's North American tra= +ding operations.=20 +Prior to joining Amoco, McDonald served as president of Tenneco Energy Serv= +ices and held various management positions with Panhandle Trading Company, = +Panhandle Eastern pipeline, and Trunkline Gas.=20 +J. McDonald Williams, Chairman of the Board for Trammell Crow Company, said= + ""With her background in leading large scale organizations in international= + business, Rebecca brings a perspective and set of business experiences tha= +t will be invaluable as we continue to build our international real estate = +services capabilities.""=20 +McDonald currently serves on the Advisory Committee of the Export-Import Ba= +nk of the United States and was a founding member of the Mercosur Council. = +She also serves as an outside director for Granite Construction Company in = +California and Eagle Global Logistics in Houston, Texas.=20 +McDonald joins board members J. McDonald Williams, Chairman, Trammell Crow = +Company; Robert E. Sulentic, President & CEO, Trammell Crow Company; H. Pry= +or Blackwell, President, Development and Investment Group, Trammell Crow Co= +mpany; William F. Concannon, President, Global Services Group, Trammell Cro= +w Company; James R. Erwin, retired, former Vice Chairman, Bank of America; = +Henry J. Faison, Executive Vice President, Trammell Crow Company; Curtis F.= + Feeny, Managing Director, Voyager Capital; Jeffrey M. Heller, Vice Chairma= +n, EDS; and Rowland T. Moriarty, President & CEO, Cubex Corporation.=20 + +Founded in 1948, Trammell Crow Company is one of the largest diversified co= +mmercial real estate services companies in the United States. In offices th= +roughout the United States and Canada, Trammell Crow Company is organized t= +o deliver management services, transaction services and development and pro= +ject management services to both investors in and users of commercial real = +estate. The company's Global Services Group delivers all management, transa= +ction and project management services domestically and internationally. Dev= +elopment and investment activities are conducted through the Development an= +d Investment Group. The company has international service delivery in Europ= +e and Asia through its strategic alliance with Savills plc, a leading prope= +rty services company based in the United Kingdom, and the jointly owned out= +sourcing company Trammell Crow Savills Limited. In addition, the company ha= +s offices in Chile, Argentina, Brazil and Mexico. Trammell Crow Company is = +traded on the New York Stock Exchange under the ticker symbol ""TCC"" and is = +located on the World Wide Web at www.trammellcrow.com + + +CONTACT: Trammell Crow Company Barbara Bower, 214/863-3020=20 +08:43 EDT OCTOBER 9, 2001=20 +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + +Enron Corp. Raised to Long-Term `Buy' at Merrill +2001-10-09 06:00 (New York) + + Princeton, New Jersey, Oct. 9 (Bloomberg Data) -- Enron Corp. (ENE US) +was raised to long-term ``buy'' from long-term ``accumulate'' by analyst +Donato J. Eassey at Merrill Lynch. The near-term rating was maintained +``neutral.'' + + +Northwest to Buy Portland General +CBS MarketWatch.com +10/8/2001 7:44:00 PM=20 +PORTLAND, Ore., Oct 08, 2001 (AP Online via COMTEX) -- Northwest Natural Ga= +s Co. is buying another Oregon utility from Enron Corp. for $1.8 billion, c= +ombining the state's largest natural gas and electric utilities in a merger= + that may save ratepayers money but could also bring some job losses. +Richard G. ""Dick"" Reiten, chairman and CEO of Northwest Natural, said Monda= +y the gas company is buying Portland General Electric Co. after the Houston= +-based energy giant gave up on its expansion into the Pacific Northwest. +""We're extremely pleased that the acquisition will return PGE to local owne= +rship,"" Reiten said at a news conference. +Bob Jenks, executive director of the Citizens Utility Board, said he was co= +ncerned the combination could encourage Northwest Natural to bypass state r= +egulators by using its business clout to lobby the Legislature and governor= +'s office when rate increases are needed. +""If that's going to happen, and PGE rate cases are fought out in the Legisl= +ature and the governor's office, then I don't think that's going to be in t= +he interest of PGE customers,"" Jenks said. +Northwest Natural was founded in 1859, the year Oregon became a state, usin= +g gas extracted from coal to light downtown street lamps. +PGE was founded in 1889 with a hydroelectric generator at Willamette Falls = +that anchored the nation's first long-distance electric transmission line w= +hen it was connected to the city, 14 miles to the north. The plant still op= +erates, generating 16 megawatts of electricity. +Reiten said the Northwest Natural board of directors has rejected buyout of= +fers itself in recent years in hopes that an opportunity like the PGE deal = +would come along. +""It was a conscious choice to remain independent and build assets rather th= +an sell out of state,"" Reiten said. ""That patience has paid off."" +He said the deal will create a $5 billion utility that can cut costs by com= +bining repair crews, equipment, service centers and billing in their overla= +pping service area. +Portland General has about 733,000 customers in northwestern Oregon and Nor= +thwest Natural has about 530,000 customers in roughly the same area, includ= +ing some in southwestern Washington state. Their headquarters are just a fe= +w blocks apart on the same downtown street. +Federal and state regulatory approval, along with shareholder approval, is = +expected to take about a year. +Some job cuts were expected, but Reiten said he hoped most would come throu= +gh attrition and retirement, rather than layoffs. +He said regulators have looked favorably on recent mergers of gas and elect= +ric utilities because they generally have saved money for ratepayers. Combi= +ned utilities already serve about two thirds of the nation, he added. +Enron purchased PGE in 1997 for about $3.2 billion, including assumption of= + debt, hoping to tap into energy trading along the entire West Coast, from = +California to Washington state. But the Texas company found the pace of der= +egulation in Oregon too slow at a time when the California energy crisis wa= +s unfolding. +Enron has a history of buying and selling smaller companies as it searches = +for the best position in the constantly shifting energy market, said Mike H= +eim, an A.G. Edwards & Sons analyst who follows the Texas company. +""It's really more a strategic move,"" Heim said. +Enron will receive $1.55 billion cash and $350 million in securities for PG= +E. +Enron stock closed at $33.45 on Monday, up $1.72 per share. Northwest Natur= +al was at $22.99, down 42 cents a share. +--- +" +"arnold-j/deleted_items/136.","Message-ID: <25218462.1075852693367.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 10:46:00 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: Back office issues +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +WE ARE HAVING A MEETING WITH FRED AND MICHELLE/ DEREK TODAY.. +WILL LET YOU KNOW IF I NEED HELP +THANKS FOR YOUR SUPPORT + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 7:49 PM +To: Abramo, Caroline +Subject: RE: Back office issues + + +If these problems are not being addressed as they should be, call me and I'll get on it. This is unacceptable. + +-----Original Message----- +From: Abramo, Caroline +Sent: Sunday, October 07, 2001 11:22 PM +To: Lagrasta, Fred +Cc: Dyk, Russell; Zivic, Robyn +Subject: Back office issues + + + +Fred- + +There are a number of issues we need to address with back office procedures immediately. We are losing money on avoidable problems and gaining a bad reputation in the market. Lets get Derek and Michelle together Tuesday afternoon. + +2 of our counterparties are writing letters of complaint.. here's a sample of some of the quotes we have heard from the 10 counterparties we have added in the last 6 months. + +""I shouldn't have to spend my time decomposing the invoices and confirmations you send out"" +""It has been 10 days since we traded and we haven't received a shred of paper to give us the details of the trade"" +""We are being told in a confirm something different than we are being invoiced for"" +""We did not trade 300 contracts per day, it was per month - do you guys even think before you type"" +""I am a CFO and an accountant and I can't decipher what you are trying to confirm here"" + + +From a business dinner where a client of ours was speaking casually to large industrials and endusers. One, upon the mentioning of B2B exchanges said ""they WILL NOT ever trade on EOL again because the backoffice procedure was such a nightmare.. they couldn't rely on the accuracy or timeliness of the confirm. This was a captive client who and needs to trade... who will not show us their flow again. + +The latest is the most disturbing: + +""we just want to do a small trade to test your system. We have heard it is a nightmare but want to see for ourselves - I mean how difficult can it be to book the purchase of 50 lots of crude"" And still 5 days later they do not have one paper to show the details, not one phone call to confirm the trade...nothing. We even warned the BO that this was a new customer and to make best eforts to make sure the process runs smoothly and efficiently. Well, clearly we failed + +We do not understand what is going on in the back office. Is it that they are too disconnected from our daily operations to understand how integral their accurracy is to our business? Is there too much turnover? How are they trained? Who is in charge of the ""backoffice""? There seems to be a different manager for every step of the process.. who co-ordinates all their efforts? Does anyone care? Ok.. I'll stop.. For our part, we have Michelle coming up to NY for a week in December (we wanted this to happen as soon as she started but did not work for her). + +We have to stop this before we lose clients (which we will). + +All the problems are being caused by the following: + +1. Our inability to generate an accurate position report for our clients. This has already cost us money this year. Our clients do 10 trades a day.. they are constantly in and out of positions.. it is imperative that we get these right. As well, this report is our ONLY check to make sure deals are entered and entered correctly into the system. + +There are hundreds of books at Enron. We have postions on with dozens of them. We currenttly do not have an automated mechanism to pull deals from every book in one shot. We have to select books one by one.. this method will always result in books being ommmitted given our deal flow. + +Michelle is in charge of this process. We need a IT person on this yesterday. Michelle is spending most of her day verifying the validity of the report she generates. Robyn, Russell, and I check it everyday.. there are always mistakes. + +2. There is a breakdown in the backoffice functions after Michelle collects the tickets we write and verbally confirms them. There is no check after they have been imput. There are ALWAYS imput errors. Michelle needs to check every deal after its entered into the system going forward. + +We also have NO set procedures for the bookings of deals. We have no idea where our job ends and the book admin's starts.. for non standard deals like gas dailies and swaptions we need to know the exact process from start to finish. + +2a. Confirms are sent immediately after deals are entered.. what if deals are imput incorrectly? the confirm goes out anyway resulting in mass confusion at the client. Going forward, confirms need to be delayed until we can confirm that everything about the deal is correct. + +2b. Invoicing.. there have been dozens of occassions where the amounts we are invoicing do not match the deals done.. + +3. EOL- We are pushing hard to get counterparties on here.. we have signed Renaissance up (a 10B program fund) but I shudder to see how EOL will fair at these tasks. + +4. Credit- All of our clients are margined. If deals are in the system incorrectly, the wrong MTM goes to the client.. another mis-match. We work closely with credit since we need to collect initial margin from some clients.. this amount changes daily- we need someone who can get on the phone with clients and explain these numbers through.. again, we are doing this now. + + + + + + + + " +"arnold-j/deleted_items/137.","Message-ID: <20671206.1075852693390.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 07:23:43 -0700 (PDT) +From: scott.tanner@truequote.com +To: john.arnold@enron.com +Subject: APB +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Scott Tanner @ENRON +X-To: john.arnold@enron.com; +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Please click on the link below for a Happy Hour invitation from APB and True Quote + +http://www.truequote.com/news/happyhour.htm" +"arnold-j/deleted_items/138.","Message-ID: <31930685.1075852693414.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 05:01:58 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +no need to eliminate specialization but there is a huge amount of duplication.. (for the record i am not weaseling my way into the chief fundamentalist role)..i think the specialization could remain but teh information should be commonly housed and centrallly disseminated) For example, why dio we need 4 stack models..it would be better to concentrate our effort and knowledge on making on great one +also in terms of headcount, elimination of dupplication means reduced costs....do we really need to be hiring 100 analysts a year.......? where are we going to put them all +let's keep the strongest and ditch the rest + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 7:46 PM +To: Fraser, Jennifer +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +maybe, some specialization is beneficial though. + + -----Original Message----- +From: Fraser, Jennifer +Sent: Monday, October 08, 2001 10:56 AM +To: Arnold, John +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +porsche boxster (maybe the bmw one) instead or 5000 they raffle a car...hahahaha johnny..only exempt group is egm crude and products which keeps hiring and hiring + +also dont you think it was about time there was one fundamentals group where all information was shared and disseminated to trading + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 11:53 AM +To: Fraser, Jennifer +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +they're giving away a porsche boxster or a cardboard boxcutter? + + -----Original Message----- +From: Fraser, Jennifer +Sent: Monday, October 08, 2001 10:50 AM +To: Arnold, John +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +that means nothing..uk is giving away boxter for new employees ans slicing 10% at same time + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 11:48 AM +To: Fraser, Jennifer +Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +no way. we're still paying $5000 for new employee referrals + + -----Original Message----- +From: Fraser, Jennifer +Sent: Monday, October 08, 2001 10:18 AM +To: Arnold, John +Subject: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT + +YA HEARING ANYTHING ON THIS + +GEORGE DOWN--CRUDE FLOOR EVACUATED AND BROUGHT BACK" +"arnold-j/deleted_items/139.","Message-ID: <22994957.1075852693440.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 20:39:13 -0700 (PDT) +From: no.address@enron.com +Subject: Please Register to Attend the Enron Management Conference +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ken Lay- Chairman of the Board@ENRON +X-To: VP's and Above- Enron Management Conference List@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +As you know, the Enron Management Conference will be held Wednesday through Friday, November 14-16, 2001, at the Westin La Cantera Resort in San Antonio, Texas. + +This has been an eventful and challenging year for Enron. Now, more than ever, it is fitting to bring Enron's leaders together. After all, it is up to our management team to lead our company through these challenging times. Together, we will define Enron's character and determine Enron's destiny. + +We have a great program planned for this year's conference. I'm delighted that General Norman Schwarzkopf will join us as a keynote speaker on leadership. I'm equally pleased to welcome back Gary Hamel, who will help us process the past year and prepare for future success. As I've said before, we are a company that continues to look to the future, and there are many exciting things in store for us. + +I look forward to seeing you at this very important meeting. + +Regards, +Ken Lay + +NOTE: This year, registration for the Management Conference will be conducted electronically. Below is a link to the online registration website along with instructions for navigating the site. Everyone must register by Friday, November 2. + +http://www.mplanners.com/enron + +When you access the Management Conference online registration website, enter your eMail Address and Password (password: enron) in the specified boxes. The first time you access the site, you will be prompted to enter your First Name and Last Name. Once completed, click Submit. + +On the next page, click Sign Up Now to register. You will be prompted to enter your basic information and make selections for your hotel room, travel and preferred activity. In the scroll box to the right, you can review and print the conference agenda, a list of activities, as well as travel arrangements and other general information. + +After you have entered the necessary information, you can Review Your Registration or simply Log Out. Your registration information will be automatically submitted. + +Once registered, you can reaccess the site at any time to review or change previous elections. When reentering the site, you only need to enter your eMail Address and Password. + +If you experience any problems accessing the site, please contact Marge Nadasky at 713-853-6631." +"arnold-j/deleted_items/14.","Message-ID: <32259460.1075852688586.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 01:31:17 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: RE: right about now dont u think u otta sell some calls against yr + 36.88s +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +becuase we are overvalued .... jan01 37.50 2.90 bid + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 04, 2001 10:25 PM +To: Fraser, Jennifer +Subject: RE: right about now dont u think u otta sell some calls against yr 36.88s + +because we're $10 off the lows or because you think we're overvalued? + + -----Original Message----- +From: Fraser, Jennifer +Sent: Thursday, October 04, 2001 11:23 AM +To: Arnold, John +Subject: right about now dont u think u otta sell some calls against yr 36.88s +" +"arnold-j/deleted_items/140.","Message-ID: <29859114.1075852693473.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 14:14:25 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +stl -14 200 + +stl det over 49.5 200" +"arnold-j/deleted_items/141.","Message-ID: <2046077.1075852693496.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 13:16:54 -0700 (PDT) +From: karen.buckley@enron.com +To: john.arnold@enron.com +Subject: where do you want to eat. +Cc: felicia.solis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: felicia.solis@enron.com +X-From: Buckley, Karen +X-To: Arnold, John +X-cc: Solis, Felicia +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +John L said you were going to select the restaurant for the TT dinner next week. Pls let me know where you want to go so it can be booked. + +thx. Karen B." +"arnold-j/deleted_items/142.","Message-ID: <28693806.1075852693521.JavaMail.evans@thyme> +Date: Sun, 7 Oct 2001 16:21:35 -0700 (PDT) +From: msagel@home.com +To: jarnold@enron.com +Subject: Market update +Cc: mmaggi@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mmaggi@enron.com +X-From: ""Mark Sagel"" @ENRON +X-To: John Arnold +X-cc: Mike Maggi +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Hey John: + +I shot myself in the foot Friday when I sent you the email update. I wrote a line saying that if Nov. gas broke under 238, it was short-term bearish. I decided to remove it at the very last moment. Would have looked a bit smarter, but that's life. Here is this week's comment. + - energy100701.doc " +"arnold-j/deleted_items/143.","Message-ID: <12503851.1075852693544.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 10:14:31 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: FW: Restaurants +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +PICK A RESTAURANT FOR THIS MAKE SURE IT HAS A PRIVATE ROOM. + -----Original Message----- +From: Buckley, Karen +Sent: Wednesday, October 03, 2001 5:04 PM +To: Lavorato, John +Subject: FW: Restaurants + + +John, Interested in any of the below for your TT dinner ? + +Thanks,karen. + + +Mark's +1658 Westheimer (subject to numbers have to have at least 30 people here!.). + +Morton's of Chicago +5000 Westheimer, ste. 190 +across from the Galleria + +Ruth Chris Steakhouse +6213 Richmond Ave. +Nominated: Best Steak - 2000! + +Canyon Cafe +Galleria Area + +" +"arnold-j/deleted_items/144.","Message-ID: <820703.1075852693568.JavaMail.evans@thyme> +Date: Wed, 3 Oct 2001 16:52:36 -0700 (PDT) +From: karen.buckley@enron.com +To: h..lewis@enron.com, andy.zipper@enron.com, robert.benson@enron.com, + m..presto@enron.com, john.arnold@enron.com, j..sturm@enron.com, + s..shively@enron.com, mike.grigsby@enron.com, a..martin@enron.com, + scott.neal@enron.com, dana.davis@enron.com, + doug.gilbert-smith@enron.com, harry.arora@enron.com, + track.dl-ena@enron.com, frank.ermis@enron.com +Subject: Trading Track Dinner - 16th October +Cc: louise.kitchen@enron.com, john.lavorato@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: louise.kitchen@enron.com, john.lavorato@enron.com +X-From: Buckley, Karen +X-To: Lewis, Andrew H. , Zipper, Andy , Benson, Robert , Presto, Kevin M. , Arnold, John , Sturm, Fletcher J. , Shively, Hunter S. , Grigsby, Mike , Martin, Thomas A. , Neal, Scott , Davis, Mark Dana , Gilbert-smith, Doug , Arora, Harry , DL-ENA Trading Track , Ermis, Frank +X-cc: Kitchen, Louise , Lavorato, John +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +All, + +You are invited to attend an ENA Trading Track Dinner, Tuesday, October 16th ( location details to be confirmed ). + +Please RSVP your attendance. + +Regards, + +Karen Buckley +x54667" +"arnold-j/deleted_items/145.","Message-ID: <2687451.1075852693591.JavaMail.evans@thyme> +Date: Wed, 3 Oct 2001 13:43:08 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: <> - Quigley 100301 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following expense report is ready for approval: + +Employee Name: Henry H. Quigley +Status last changed by: Automated Administrator +Expense Report Name: Quigley 100301 +Report Total: $100.32 +Amount Due Employee: $100.32 + + +To approve this expense report, click on the following link for Concur Expense. +http://expensexms.enron.com" +"arnold-j/deleted_items/146.","Message-ID: <3739525.1075852693614.JavaMail.evans@thyme> +Date: Wed, 3 Oct 2001 06:35:51 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com +Subject: FW: Urban Legends Reference Pages Rumors of War +Cc: lew_g._williams@aep.com, raturturice@aep.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: lew_g._williams@aep.com, raturturice@aep.com +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John , 'John.Corcoran@ubsw.com' +X-cc: 'Lew_G._williams@aep.com', 'raturturice@aep.com' +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + + + http://www.snopes2.com/rumors/rumors.htm" +"arnold-j/deleted_items/147.","Message-ID: <2748982.1075852693637.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 09:11:39 -0700 (PDT) +From: kathy.mayfield@enron.com +Subject: United Way Young Leaders +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Mayfield, Kathy +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +As an Enron employee who is a member of the United Way Young Leaders, please join other young leaders throughout Houston for a celebration on October 10. The attached invitation provides all the details. With Enron having the second largest campaign in Houston raising a total of $6 million dollars with the corporate match, it would be great if we could have Enron represented in a big way. The RSVP deadline has been extended to Monday, October 8, so if you pland to attend, please send a response to youngleaders@uwtgc.org or call 713/685-2306. Thank you and we look forward to seeing you there. + + " +"arnold-j/deleted_items/148.","Message-ID: <31245214.1075852693663.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 20:12:52 -0700 (PDT) +From: chairman.office@enron.com +Subject: 2001 Chairman's Award Deadline Extension +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Office of the Chairman, +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Many of you have requested more time in which to submit your nominations for the 2001 Chairman's Award. In response to your requests, the deadline has been extended to Friday, October 12. + +Please take this extended opportunity to nominate that special individual who is your everyday hero and a role model who exemplifies Enron's core values of Respect, Integrity, Communication and Excellence. + +This award represents how important Enron's core values are to the company. The success of this award program is determined by Enron's most valuable asset, you, the employee. Employees at any level can nominate fellow employees from anywhere within the Enron family - from the top down or the bottom up. All of those employees who have been nominated in the past are eligible to be nominated again this year and there is no limit to the number of nominations you may submit. Simply complete a nomination form and submit it by Friday, October 12, 2001. Forms can be obtained by visiting your intranet site or at home.enron.com and in Houston they are available in the elevator lobbies. In addition, this year we have a new way you can nominate that everyday Enron hero. Simply pick up the phone and dial 713-345-2492, follow the simple and quick instructions and leave your nomination by phone. + +The finalists for the award, the Chairman's Roundtable, and the Chairman's Award winner will be honored at Enron's Management Conference in San Antonio on November 15. + +Thank you for your participation." +"arnold-j/deleted_items/149.","Message-ID: <11464798.1075852693685.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 05:26:52 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-10-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-10-01 Nat Gas.doc " +"arnold-j/deleted_items/15.","Message-ID: <12246659.1075852688610.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 22:02:55 -0700 (PDT) +From: 40enron@enron.com +Subject: New Legal Team to Assist RAC +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rick Buy and Mark Haedicke@ENRON +X-To: All Enron Worldwide Special@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + In order to bring better legal coordination and standardization to Enron's Risk Assessment and Control (RAC) group, we have formed a new legal group, which will initially include Lisa Mellencamp (Finance), Marcus Nettelton (Power Trading), Carol St. Clair (Broadband/Power Trading), Mary Cook (Financial Swaps), Peter Keohane (Canada), Ed Essandoh (Retail), Paul Darmitzel (Retail) and Elizabeth Sager (Power Trading) (Team Leader). This group will focus on, among other things, managing Enron's exposures with bankrupt counterparties, working out credit solutions with distressed counterparties and standardizing our overall credit practices. The initial members in this group have been drawn from Enron's numerous legal groups in order to gain a broader perspective. Each of these members will provide support to this new group in addition to their current responsibilities. + + Within RAC, Michael Tribolet will focus on distressed counterparties, in conjunction with Bill Bradford, who continues to manage the Credit Risk Management group. + + Please join us in supporting the efforts of this new group. +" +"arnold-j/deleted_items/150.","Message-ID: <19315208.1075852693709.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 05:21:20 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude31.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas31.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil31.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded31.pdf + +Nov WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clx-qox.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG31.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG31.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL31.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/151.","Message-ID: <25130040.1075852693732.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 04:29:51 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/10 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude31.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas31.pdf + +Distillate and Unleaded charts to follow. + +Nov WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clx-qox.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG31.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG31.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL31.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/152.","Message-ID: <10962124.1075852693755.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 05:50:45 -0700 (PDT) +From: daryl.dworkin@americas.bnpparibas.com +To: daryl.dworkin@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: daryl.dworkin@americas.bnpparibas.com@ENRON +X-To: daryl.dworkin@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST). + +Last Year +62 +Last Week +66 + + +Thank You, +Daryl Dworkin +BNP PARIBAS Commodity Futures, Inc. + + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/153.","Message-ID: <26586736.1075852693782.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 21:03:50 -0700 (PDT) +From: no.address@enron.com +Subject: Security Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Steve Kean@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Enron has been increasing security at its facilities around the world. Som= +e of the changes took effect immediately (e.g. additional security personne= +l) and some are phasing in. While not all of the changes will be visible, = +there are a few that will have an impact on everyday activities. In all th= +e steps we take and recommendations we make, we will be making our faciliti= +es and systems more secure and endeavoring to increase your sense of securi= +ty, while doing our best to minimize disruption to our day-to-day business. + +Primary responsibility for Enron Corp. Security resides in our business con= +trols organization. You can contact this organization through their websit= +e (), by phone (713-345-2804), or by email = +(CorporateSecurity@enron.com ). John B= +rindle, Senior Director, Business Controls, leads this organization. Pleas= +e feel free to provide John and his team with your comments and questions, = +or to report security threats. + +We have two areas to update you on: changes in the access procedures for t= +he Enron Center Campus in Houston and changes to our travel advisory. + +Access to the Enron Center + +Over the next few days, the following access control procedures will be ins= +tituted at the Enron Center (and other facilities where practical): + +?=09As employees swipe their badges at the card readers to enter the Enron = +Center, a guard will match the photo on the badge to the bearer. + +?=09Employees and contractors who forget their badges must present a valid = +picture ID to obtain access to the Enron Center (U.S. driver's license, U.S= +. or foreign passport, or some form of U.S. federal, state or local identif= +ication).=20 + +?=09Visitors to the Enron Center must produce a valid photo ID when signing= + in at the lobby reception desk and must completely fill out the visitor ca= +rd. Adult visitors without a valid photo ID (U.S. driver's license, U.S. o= +r foreign passport, or some form of U.S. federal, state or local identifica= +tion) will not be allowed access to the Enron Center. + +?=09Visitors to Enron facilities must be escorted by an Enron employee or b= +adged contractor at all times. + +?=09Visitors to the Enron Center will be met in the lobby by an Enron emplo= +yee or badged contractor, signed into a visitor's log at the lobby receptio= +n area by the employee or badged contractor, and escorted to their appointm= +ent. At the conclusion of the appointment, the visitor will be escorted to= + the lobby by an employee or badged contractor, the visitor badge collected= +, and the visitor signed out in the log at the plaza reception area by the = +escorting employee or badged contractor. + +?=09Employees are also being asked to participate in the security of their = +workplace by following these guidelines; report suspicious activity to Secu= +rity (phone 3-6300), do not open secured doors for individuals unknown to y= +ou or hold doors open, allowing ""tail gating"" by others. + +These will be the first in a series of new security procedures to be instit= +uted at Enron. We ask that all employees be patient during congested times= + in the lobby. As we proceed and obtain increased guard personnel and equi= +pment, we expect the inconvenience to decrease. We hope you understand the= +se measures are being instituted for the security of all our employees. =09 + + +Travel Advisory Update + +With the beginning of retaliatory strikes, we have two important recommenda= +tions: + +?=09While the retaliatory strikes are ongoing, corporate security recommend= +s that travel through or to the Middle East be avoided. We continue to str= +ongly recommend that all travel during this time to Afghanistan, Yemen, Pak= +istan, Indonesia, Iran, Iraq, Sudan, Somalia, Tajikistan, Turkmenistan, Geo= +rgia, and the Kyrgyz Republic be canceled. In addition, we recommend that = +planned travel to Egypt, Israel, Gaza/West Bank, Jordan, Lebanon, Saudi Ara= +bia, Syria, and Algeria be very carefully considered. + +?=09For non-U.S. citizens traveling in the United States, corporate securit= +y recommends that you carry documentation. There have been several recent = +reports of non-U.S. citizens who reside in the United States being question= +ed and asked for documentation when boarding U.S. domestic flights. As a re= +sult, we suggest that all non-U.S. citizens who currently reside in the Uni= +ted States - and who do not have Permanent Resident Alien status - carry th= +eir passport, Form I-94 and Form I-797 at all times. We would also suggest= + that Permanent Resident Aliens carry their Permanent Resident (Green) Card= + as proof of their status as a precautionary measure. It appears that Immi= +gration Officials may be applying a section of the Immigration and National= +ity Act that requires individuals over the age of 18 to carry his/her ""regi= +stration"" documentation with them at all times. This can include a Permanen= +t Resident Card, Form I-94 card, Employment Authorization Card, Border Cros= +sing Card, or a Temporary Resident Card. Immigration Officials have not his= +torically been asking domestic travelers for ""registration"" documentation, = +but in light of the heightened security measures and current atmosphere, it= + would be best to be prepared with all of your documentation proving your c= +urrent lawful status. + +We will keep you apprised of new information and developments on the Corpor= +ate Security website and by e-mail, as appropriate. + +" +"arnold-j/deleted_items/154.","Message-ID: <32462213.1075852693880.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 11:25:33 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE] [IMAGE] +" +"arnold-j/deleted_items/155.","Message-ID: <30909246.1075852693903.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 08:30:32 -0700 (PDT) +From: bryan.robins@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Robins, Bryan +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +are you up for todays game? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 9:53 AM +To: Robins, Bryan +Subject: + +going to the game?" +"arnold-j/deleted_items/156.","Message-ID: <1992044.1075852693926.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 16:16:12 -0700 (PDT) +From: webmaster@newsletter.ussoccer.com +To: alluserstext@newsletter.ussoccer.com +Subject: Arena to Discuss Korea/Japan 2002 in Live Online Chat on Thursday + at 1 p.m. ET +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""webmaster@newsletter.ussoccer.com"" +X-To: AllUsersText@newsletter.ussoccer.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +ARENA TO DISCUSS KOREA/JAPAN 2002 IN LIVE ONLINE CHAT ON THURSDAY AT 1 p.m. ET + +CHICAGO (Tuesday, October 9, 2001) - U.S. Men's National Team head coach Bruce Arena will participate in the first-ever live, online chat on U.S. Soccer's newly re-designed website, www.ussoccer.com, on Thursday at 1 p.m. ET. Arena will discuss the USA's historic 2-1 win against Jamaica as well as look ahead to next eight months leading up to Korea/Japan 2002. + +Fans from across the United States can log on to www.ussoccer.com or www.ussoccerfan.com and register on-line to ask Arena a question. Only registered members of ussoccerfan.com can ask questions. + +Arena owns a career record of 23-11-11 and has posted an 8-4-3 record in his first trip through World Cup qualifying. With the win on Sunday, the U.S. has now qualified for four consecutive World Cups for the first time in U.S. Soccer history. + +The chat will be the first live, interactive chat on the new U.S. Soccer web site. Fans will be able to log on to ussoccerfan.com just prior to 1 p.m. ET and will then be able to enter questions to ask Coach Arena. Beginning at 1 p.m. ET, Arena will be online reading and answering questions, and fans will be able to read his answers as he responds. + +---------------------------------------------------------------------------- +To end your membership in ussoccerfan.com, please visit http://membership.ussoccer.com/member/unsubscribe.sps?msmid=1 and fill out an unsubscribe request. Thank you for supporting U.S. Soccer!" +"arnold-j/deleted_items/157.","Message-ID: <26519546.1075852693949.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 09:03:21 -0700 (PDT) +From: daryl.dworkin@americas.bnpparibas.com +To: daryl.dworkin@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures AGA Survey......RESULTS!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: daryl.dworkin@americas.bnpparibas.com@ENRON +X-To: daryl.dworkin@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Here are this week's survey results. + +AVG +71 +AVG w/o High & Low +71 +Median +73 +Standard Deviation 9 +# of Responses 55 +High +92 +Low +44 +Last Year +62 + +Thank You! + +Daryl Dworkin +BNP PARIBAS + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/158.","Message-ID: <10498764.1075852693972.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 11:19:36 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: AGA Weekly Data +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent AGA working gas storage data. + +Thanks, +Mark + - 10-10-01 AGA.doc " +"arnold-j/deleted_items/159.","Message-ID: <23537880.1075852693996.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 09:34:25 -0700 (PDT) +From: bryan.robins@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Robins, Bryan +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +piss off you should thank me. i'll call you later + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 11:34 AM +To: Robins, Bryan +Subject: RE: + +sorry, just got your msg. cant go today. +by the way, you're a lousy friend. + + -----Original Message----- +From: Robins, Bryan +Sent: Wednesday, October 10, 2001 10:31 AM +To: Arnold, John +Subject: RE: + +are you up for todays game? + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 9:53 AM +To: Robins, Bryan +Subject: + +going to the game?" +"arnold-j/deleted_items/16.","Message-ID: <6728565.1075852688633.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 22:19:36 -0700 (PDT) +From: info@winebid.com +To: september2001@lists.winebid.com +Subject: Hot values and new releases at winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: September2001 +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Please remember that our current auction begins closing Sunday, Oct. 7, at 9 +p.m. US Eastern Time. So you still have plenty of time to bid on our +extraordinary wines. + +Hunting for values? Browse through lots without bids. With holiday season +just around the corner you especially may want to consider bidding on +vintage port, champagne and dessert wine. We have: Margaux 1970, $100; +Haut-Brion 1996, $150; Latour 1998, $150; Opus One 1987, $170; Dom Perignon +1964, $250; PlumpJack Reserve Two Pack 1997, $260; Barbaresco (Gaja) 1993, +$280; Turley Cellars Zinfandel 1997, a 7-bottle horizontal, $390; Petrus +1997, $500; Fonseca 1997, a 12-bottle case, $720; Harlan Estate 1997 (a +Parker 100 point wine), a 6-bottle case, $2,900; and Screaming Eagle 1997 +(another Parker perfect 100), 3-bottle case, $3,600. +Find these and other terrific values here: +http://www.winebid.com/lwb/lwb13.shtml + +Take a look also at some of the hot new releases in Winery Direct. These +limited-production wines come straight from the boutique California wineries +that make them. In this auction we feature Hengehold Family Vineyards Merlot +1999, a new release and a great buy at $25 a bottle. Also offered is Paul +Hobbs Richard Dinner Vineyard Agustina Chardonnay 1997 in +never-before-released 3- and 5-liter bottles. Robert M. Parker Jr. rated +this wine at 92 points and called it ""a blockbuster Chardonnay."" We also +have Spottswoode Cabernet Sauvignon 1998 and Stag's Leap Wine Cellars +Cabernet Sauvignon 1997. +Find them here: http://www.winebid.com/home/spotlight6.shtml + +Finally, taste California winemaking history in our Beaulieu Vineyard +Georges de Latour Private Reserve verticals. Admired for more than 50 years +for its grand Cabernet Sauvignons, BV Georges de Latour was one of the first +vineyards in California to make truly great wines. We offer the full range +of Private Reserve vintages from 1958 to 1997. As an example of the life of +this producer's wine, James Laube awarded 98 points to the 1958 vintage and +noted several years ago that ""wine doesn't get much better."" +http://www.winebid.com/home/spotlight1.shtml + +If you click on a link in this email and it doesn't open properly in your +browser, try copying and pasting the link directly into your browser's +address or location field. + +Forget your password?: +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml + + + +" +"arnold-j/deleted_items/160.","Message-ID: <27955223.1075852694022.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 12:09:55 -0700 (PDT) +From: mailbox@mailzilla.net +To: jarnold@ei.enron.com +Subject: Kinetic Clippings October-November 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kinetic Workplace @ENRON +X-To: JARNOLD@EI.ENRON.COM +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Kinetic Clippings October-November 2001 + +This eNewsletter brings you the latest information on the emerging workplace, +prepared by the friendly folks at Kinetic Workplace. Our goal is to provide +you with a quick look at trends in the new workplace, to help you improve the +performance of your company's people, technology and space. + +Clips in this issue: + +1. Discipline Above All Else! +2. Officing Alternatives Getting a Second Look in the Aftermath +3. Should Employees Pay to Work from Home? +4. Think Global +5. RSI: Politicians Argue ""Is There a Link to Computer Use?"" +6. Is ""Big Brother"" such a bad thing when it comes to home safety? +7. Free High-Speed Wireless Net Access? +8. More Trouble for DSL +9. Tech Talk for Your Home Office + +KineticNEWS + +Kinetic Workplace Partners with Teltone to provide telework solutions +http://www.kineticworkplace.com/html/oct0201.htm + +-------------- +Clip summaries are below, along with a link you can click on to get to the +full article. If you can't click on the link, copy and paste it into your web +browser. See below to unsubscribe from this newsletter. + +-------------- +PRACTICES + +1. Discipline above all else! + +Now that technological advances and the globalization of the economy have +assured virtual teaming a place of permanence in today's business world, the +task at hand is to make this brand of teamwork as effective as possible. +Authors Jon Katzenbach and Douglas Smith emphasize discipline as the key to +virtual team success. This article outlines a number of helpful suggestions +from their latest book, ""The Discipline of Teams,"" including establishing +clear goals, setting measurable objectives, and agreeing upon specific work +rules. + +http://www.kinetic-clippings.com/clippings/1001/clip1.htm + +2. Officing Alternatives Getting a Second Look in the Aftermath + +""Necessity is the mother of invention."" It may also be the mother of +acceptance-prompting people who might otherwise disregard the new or the +different to give it a try when there are few other alternatives. While +Telework and other Alternative Office concepts are not new by any means, many +employers and employees alike, affected by world-changing events like the +terrible tragedies of September 11th are looking for creative strategies to +get people back to work until they can get back to their offices. + +http://www.kinetic-clippings.com/clippings/1001/clip2.htm + +3. Should Employees Pay to Work from Home? + +For employers who make the commitment to develop and deploy a Telework +program for their employees, the costs associated with adequately equipping +remote workers may be slightly higher than for their in-office counterparts. +However, in contrast to the costs of providing office space, these expenses +are truly insignificant. This article is an example of how Siemen's decided +to disburse home office allowances. + +http://www.kinetic-clippings.com/clippings/1001/clip3.htm + +4. Think Global + +In Fortune Magazine's Sept. 3rd Edition, IDRC presented an in-depth look at +the value of an ""integrated workplace""; one that supports technology, +services and people, in a changing economy. Check out this feature to learn +more, and to see results from Kinetic Workplace's State of the Industry +survey. + +http://www.kinetic-clippings.com/clippings/1001/clip4.htm + + +-------------- +DESIGN + +5. RSI: Politicians argue, ""Is there a link to computer use?"" + +As politicians continue the battle over federal ergonomic regulations in the +workplace, scientists are waging their own fight over the cause of the +repetitive stress injuries (RSI), whose incidence such regulations are aimed +at reducing. Some researchers argue that, contrary to popular belief, there +is not a link between heavy computer use and RSI, particularly carpal tunnel +syndrome. Other researchers point to a large body of research documenting +such a link. This article reviews evidence on both sides of the issue. + +http://www.kinetic-clippings.com/clippings/1001/clip5.htm + +6. Is ""Big Brother"" such a bad thing when it comes to home safety? + +While many companies that allow telework focus on the safety and security of +their networks and data, the issue of the worker's physical safety in the +home office is often overlooked. The lines of responsibility are not clear, +leaving workers uncertain about what they need to do and companies fearful of +being perceived as being ""Big Brother"" if they intrude too much into their +worker's homes. + +Jeff Zbar points out the need to ensure that your Home Office is safe and +secure, and provides a security check list for the home office, and a short +questionnaire to test your home office's security and safety. These three +articles underscore the need for teleworkers to have a formalized policy that +clearly outlines both their and their employer's responsibilities in +providing a safe and secure home office. Addressing these issues up front and +in writing eliminates any uncertainty. + +http://www.kinetic-clippings.com/clippings/1001/clip6.htm + + +-------------- +TECHNOLOGY + +7. Free High-Speed Wireless Net Access? +With the demise of Ricochet, the high-speed wireless access carrier, some +bandwidth junkies have turned to free wireless networks. These ""freenets"" are +set up by users via the Wi-Fi standard and cable or DSL modem sharing. Cable +carriers call them illegal, while users say it's a solution to the last mile +problem. + +http://www.kinetic-clippings.com/clippings/1001/clip7.htm + +8. More Trouble for DSL +With the demise of several providers, the DSL equipment market is shrinking, +pushing users towards lower cost cable modems provided by more stable +companies. This may impact which DSL equipment provider you choose for your +remote access solution, as there may be other vendors exiting the market +should the downturn continue. + +http://www.kinetic-clippings.com/clippings/1001/clip8.htm + +9. Tech talk for your home office + +This article takes a look at the types of technologies companies are +providing their teleworkers in order to create a high tech office at home. +Check out this article for the cost implications of outfitting home offices +and discover some of the pros and cons of tools, dial-up services and +security solutions. + +http://www.kinetic-clippings.com/clippings/1001/clip9.htm + + +---------------- +UNSUBSCRIBE + +We hope you enjoyed receiving this newsletter and found the content valuable, +but if you would rather not receive Kinetic Clippings, please FORWARD this +entire email to remove@mailzilla.net and you will automatically be removed +from the list. + +---------------- +ABOUT KINETIC CLIPPINGS + +This newsletter provides links to articles and resources we believe will help +you as you implement any new workplace strategy. However, no endorsement is +implied by these links. For more information, send email to +info@kineticworkplace.com or visit our website. + +---------------- +ABOUT KINETIC WORKPLACE +http://www.kineticworkplace.com/ + +Kinetic Workplace helps companies develop Telecommuting, Virtual Officing, +Hoteling and Alternative Officing solutions. With over seven years of Best +Practice R&D and client implementation experience, Kinetic Workplace brings +together the disciplines of HR, IT and Real Estate to develop integrated +solutions. This integrated approach is critical to the success of any +workplace initiative. + +Kinetic Workplace, Kinetic Clippings and this newsletter are copyright and +trademarks of Kinetic Workplace. All other trademarks/content are the +property of the respective owner, including all content on the externally +linked to sites. + +Kinetic Workplace: We Change the Way People Work + +See you in two months! +#---------------------------------------------------------------------------# +This message delivered to you by www.Mailzilla.net - A leader in opt-in email list management services and marketing. +#---------------------------------------------------------------------------# + + +#-------------------------- REMOVAL INSTRUCTIONS ---------------------------# +To be removed from this list, forward this +message in its entirety to: remove@mailzilla.net +#---------------------------------------------------------------------------# + + + + + + + + + + + + + + + + + + + +#----------------------- DO NOT EDIT BELOW THIS LINE -----------------------# +&&[[13742]]&& +&&{{JARNOLD@EI.ENRON.COM}}&& +#---------------------------------------------------------------------------#" +"arnold-j/deleted_items/161.","Message-ID: <14279204.1075852694046.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 13:59:30 -0700 (PDT) +From: vance.meyer@enron.com +To: john.arnold@enron.com +Subject: Thanks and sorry +Cc: ina.rangel@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ina.rangel@enron.com +X-From: Meyer, Vance +X-To: Arnold, John +X-cc: Rangel, Ina +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John -- + +I appreciate your allowing us to use your enclosed office for Ken Lay video applications. In testing the equipment today, I realized for the first time that our fiber feed involved that big black box that you've undoubtedly noticed. I was unaware that that would be necessary. We really view this as temporary because we are planning to move all video activity to the new building before the end of the year. However, if you would prefer, I can request to have the box moved out and a fixture put in your wall. + +Thanks again, John. + +Vance Meyer" +"arnold-j/deleted_items/162.","Message-ID: <9292216.1075852694073.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 14:15:11 -0700 (PDT) +From: millie.smaardyk@ourclub.com +To: jarnold@enron.com +Subject: The Downtown Club Upcoming Events +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Millie.Smaardyk@ourclub.com@ENRON +X-To: JOHN ARNOLD +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + Contact membership at + 713.652.0700 or 713.890.8823 + for Information on a Special Initiation Fee Offer + for New Members Through October 31, 2001. + The Downtown Club's Customary Initiation Fee will be Satisfied with a + Donation to the + New York Police & Fire Widows' & Children's Benefit Fund + + Thursday, October 11 + Murder Mystery Dinner + Plaza Club + 6:00 - 9:00 p.m. + Join in the Fun and Find Out Who Did It! + For more information and for reservations, contact: + Sandra Barker, 713 -225-3257 + + + + Friday, October 12, & 26 + Friday, November 2 + Learn Basic Salsa, Merengue, Cha-Cha and Mambo + with Gerald Morris + Two-Time World Dance Champion and Ten-Year Year Studio Owner + Center Club + Six Two-Hour Sessions (Come for One or Come for All) + $300.00/couple $60.00/class + $150.00/singles $30.00/class + Happy Hour with Complimentary Draft Beer, Wine and Snacks + Gerald Morris will teach couples two-step, polka, and waltz + Reservations: Kelley in Athletics 712-654-0877 + + + Tuesday, October 16 + Fashion Show & Luncheon + The Met + Karen McCullough, a national speaker on women, career, and fashion will + discuss + Tips to Better Bottom-Line Dressing + How to Get the Most out of What You Already Have + Ten Best Fashion Pieces for Fall 2001 + List of Great Bargain Places to Shop in Houston + Hair & Make-Up Trends, Must Haves, and Makeover Magic + $22.00 per person + Seating is Limited + 713-571-9216 for Reservations + + + Tuesday, October 23 + Special Day of Golf + At Houston Area Golf Courses + All Proceeds Benefit + The New York Police & Fire Widows' and Children's Benefit Fund + Visit or Call the Club for More Details + + + Thursday, October 25 + Chef Russell's Cooking Class + Center Club + 6:00 p.m. + Reservations: Rudy, 713-654-0877 + + + Thursday, October 25 + Budget, Balance, & Beautify + The Met + 7:00 p.m. + Food Demonstration & Tasting + Reservations Required + 713-652-0700 + Menu + Soup + Garden Fresh Cauliflower and Roasted Garlic Soup + Cinnamon Scented Roasted Butternut Squash Soup + Salad + Crisp Cucumber and Vine Ripe Roma Tomatoes + With Bermuda Onions + Tossed in Fresh Lemon-Dill Vinaigrette + Entree + Herb Rubbed Lemon-pepper Breast of Chicken + Wrapped in Whole Wheat Phyllo Dough + Hand-Selected Fresh Field Greens + Tossed in Raspberry Vinaigrette + Fresh Grilled Halibut Fillet + Orange Chili Pepper Glaze + Garden Vegetable Cous Cous + Accompaniments + Ripe Mango Salsa + + + Saturday, October 27 + Halloween Party + The Met + 8:00 - 12:00 p.m. + Food, Costumes, Awards, Music Drink Specials + $10.00 Cash at the Door + For more information and for reservations, contact: + Sandra Barker, 713 -225-3257 + + + Saturday, October 27 + Sky Dive + Meet at the City Club (by Compaq Center) + 7:30 a.m. + Sky Dive Spaceland + Rosharon, TX (30 Minutes) + One Hour of Training, Then You + JUMP + Tandem, with a 1 minute ""free-fall"" + Join Members from The Downtown Club, City Club + and University Club for This Great Opportunity + For more information and for reservations, contact: + Kristin Hawkinson @ City Club + 713-840-9001 + + + + + St. Luke's Life Enhancement Program + For More Information, Times or Reservations, Call: 713-791-8680 + + Life-Long Weight Management Class + Thursday, October 11 (Met) + 5:45 p.m. - 7:45 p.m. + Thursday Nights for 6 weeks + + + Blood Screenings + November 15 (Met) + December 13 (Plaza Club) + Choice of: cholesterol* (with or without glucose), thyroid screen, full + wellness profile* (basic chemistry, cholesterol, glucose, complete blood + court + thyroid, cancer screens, hepatitis panel, HIV screen, blood type + *12-hour fast required for these tests + + + Downtown Blood Drive + November 7 (Plaza Club) + December 19 (Met) + Participants receive a free T-shirt plus drink and cookies. + Blood type & total cholesterol reading will be sent via mail. + + + + Mobile Mammography + October 30 (Plaza Club) + December 7 (Met) +This program requires advance registration & doctor's orders for women aged + 35 +. + Please have your paper work into St. Luke's two weeks prior to your + appointment. + Insurance will be accepted (when approved by your plan) + + + Osteoporosis Heel Scan + October 17 (Met) + November 4 (Plaza Club) + For men or women ages 25 +. + + + CPR Certification Training + October 26 (Plaza Club) + Adult Infant/Child + + Also available... + Smoking Cessation Program + Wellness/Nutrition Counseling (by registered nutritionist and/or RN) + Personal Wellness Profiles + Fitness Screens + Infra-red Body Fat Testing + + Bella Rinova Day Spa + New Hours + Closed Mondays (Massages available by appointment) + Tuesday - Wednesday, 11 a.m. - 8 p.m. + Thursday - Friday, 9 a.m. - 8 p.m. + Saturday, 9 a.m. - 4 p.m. + + Complimentary Fall Updates Available + Choose New Make-Up Colors to Enhance Your New Wardrobe + Call 713-571-9216 to schedule your complimentary fall update and + application. + + Tuesday, October 16 + Fashion Show & Luncheon + The Met + $22.00 per person + Seating is Limited + 713-571-9216 for Reservations + + +When you're headed for the game, don't forget... + + Pre-Game Nights for the Astros For All Home Games + Pre-Game Astros Nights in the Game Room of the Center Club + Come Meet your Friends before the Game + Drinks and Dining Specials + $1.50 Draft Beers + $2.00 Frozen Margaritas + Stadium Style Foods + Game Room Open Monday -- Friday, 11:30 a.m.- 8:00 p.m. + +For those mid-week blues, try... + +Squash Night -- Margarita Mixers +Every Wednesday night is squash and margarita night at the Met! + All Members and their guests are welcome. + 6:00 - 8:00 p.m. + $10.00 Entry Fee + + +And Mark Your Calendar for These Upcoming Events ... + + Thursday, November 1 + Wine Committee + 6:00 p.m. + Houston Center Club + + + Friday, November 2, 3, 4 + Squash Classic + The Met + + Saturday, November 10 + Paintball Vs. City Club and U-Club + Contact: Jennifer Mangini + 713-654-0877 + + Thursday, November 15 + Annual Nouveau Beaujolais Wine + Cocktail Party + Plaza + 5:30 p.m. - 7:30 p.m. + + Monday, November 19 + Order Turkeys To Go + Houston Center Club + Pick-Up by 5:00 p.m. + Wednesday, November 21 + 713-654-0877 + + Thursday, November 22 + Thanksgiving Brunch + Plaza Club + 11-2 p.m. + 713-225-3257 + + +(See attached file: cycle studio-a 2001.doc) (See attached file: +multipurpose studio C 2001.doc) (See attached +file: soft studio -b 2001.doc) (See attached file: october +center club schedule.doc) + + + + - cycle studio-a 2001.doc + - multipurpose studio C 2001.doc + - soft studio -b 2001.doc + - october center club schedule.doc " +"arnold-j/deleted_items/163.","Message-ID: <11958623.1075852694098.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 12:53:27 -0700 (PDT) +From: karen.buckley@enron.com +To: scott.neal@enron.com, m..presto@enron.com, frank.ermis@enron.com, + m..forney@enron.com, s..shively@enron.com, j..sturm@enron.com, + doug.gilbert-smith@enron.com, k..allen@enron.com, + harry.arora@enron.com, john.arnold@enron.com, h..lewis@enron.com, + dana.davis@enron.com +Subject: Telephone Interviews: Trading Track +Cc: john.lavorato@enron.com, adrianne.engler@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, adrianne.engler@enron.com +X-From: Buckley, Karen +X-To: Neal, Scott , Presto, Kevin M. , Ermis, Frank , Forney, John M. , Shively, Hunter S. , Sturm, Fletcher J. , Gilbert-smith, Doug , Allen, Phillip K. , Arora, Harry , Arnold, John , Lewis, Andrew H. , Davis, Mark Dana +X-cc: Lavorato, John , Engler, Adrianne +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Guys, + +You have been selected to complete the telephone screening of external candidates for second and final round. Each candidate will be screened by two traders to ensure agreement on quality of candidates. (these resumes have already been selected from c. 200 resumes by some of the ENA Traders). + +As in the previous Trading Track recruiting event, you will be given a few days to complete this. The candidates will be expecting your call, there is no set interview time therefore allowing you flexibility to call in the evening from home if necessary. Resumes, telephone numbers etc will reach your desk tomorrow morning. All phone screens to be completed by Tuesday pm: 16th October. + +Any questions please call myself or Adrianne Engler. + +Thanks, + + Karen. +x54667" +"arnold-j/deleted_items/164.","Message-ID: <31095424.1075852694121.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 13:13:05 -0700 (PDT) +From: a..shankman@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Shankman, Jeffrey A. +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +when is brian tracy coming to town? or does he use eol too, and we'll never see him again. + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 6:44 PM +To: Shankman, Jeffrey A. +Subject: + +that was pretty funny. Do not still have the double date thing. + +I need a favor in return for interviewing your boys. Remember Mark Findsen. He's looking to get back into the business, possibly from the trading side. I actually think he might make a better orig guy. He has been in the crude and products markets for 10+ years. Has no experiece in trading energy but has been day trading equities for past year. He asked if he could get a round of interviews at Enron. Could you set up a round for him?" +"arnold-j/deleted_items/165.","Message-ID: <10513011.1075852694149.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 12:17:23 -0700 (PDT) +From: karen.buckley@enron.com +To: k..allen@enron.com, john.arnold@enron.com, harry.arora@enron.com, + robert.benson@enron.com, f..brawner@enron.com, mike.carson@enron.com, + martin.cuilla@enron.com, dana.davis@enron.com, frank.ermis@enron.com, + m..forney@enron.com, doug.gilbert-smith@enron.com, + mike.grigsby@enron.com, keith.holst@enron.com, jeff.king@enron.com, + h..lewis@enron.com, mike.maggi@enron.com, a..martin@enron.com, + larry.may@enron.com, brad.mckay@enron.com, jonathan.mckay@enron.com, + scott.neal@enron.com, m..presto@enron.com, jim.schwieger@enron.com, + s..shively@enron.com, geoff.storey@enron.com, j..sturm@enron.com, + john.suarez@enron.com, andy.zipper@enron.com, + adrianne.engler@enron.com +Subject: ENA Trading Track - Interviews October +Cc: john.lavorato@enron.com, louise.kitchen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, louise.kitchen@enron.com +X-From: Buckley, Karen +X-To: Allen, Phillip K. , Arnold, John , Arora, Harry , Benson, Robert , Brawner, Sandra F. , Carson, Mike , Cuilla, Martin , Davis, Mark Dana , Ermis, Frank , Forney, John M. , Gilbert-smith, Doug , Grigsby, Mike , Holst, Keith , King, Jeff , Lewis, Andrew H. , Maggi, Mike , Martin, Thomas A. , May, Larry , Mckay, Brad , Mckay, Jonathan , Neal, Scott , Presto, Kevin M. , Schwieger, Jim , Shively, Hunter S. , Storey, Geoff , Sturm, Fletcher J. , Suarez, John , Zipper, Andy , Engler, Adrianne +X-cc: Lavorato, John , Kitchen, Louise +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +All, + +Please mark you calendars, you have been selected to participate in the ENA Trading Track recruiting event Monday, October 29th , 3 pm - 7 pm. If you are unable to interview on this date please advise. + +A selection of you will telephone screen 18 external candidates, and decide whether or not they should proceed to the final round on the above date. A separate e:mail will be sent in relation to this. + +Any questions let me know. + +Regards, + +Karen +x54667" +"arnold-j/deleted_items/166.","Message-ID: <28097519.1075852694172.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 09:00:39 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: THANKS! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Thanks you so much for taking Kim and I to the game yesterday! We both had the BEST time! It seems like it has been forever since we have hung out - I miss that! + +I'll bring you stew later today - so you will definitely get nourishment tonight. Take care! MSA" +"arnold-j/deleted_items/167.","Message-ID: <23485243.1075852694195.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 08:41:12 -0700 (PDT) +From: ricky.collier@enron.com +To: john.arnold@enron.com +Subject: Follow up for Hardware Request.... +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Collier, Ricky +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Just emailing to verify that there are no problems with the desktop unit that was deployed to your location on 10-2-01... + +Hardware Deployment, + +Ricky Collier" +"arnold-j/deleted_items/168.","Message-ID: <15710112.1075852694218.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 08:33:48 -0700 (PDT) +From: johnny.palmer@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Palmer, Johnny +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +I haven't received a call from Mark as of yet. Do you have a list of interviewers in mind? + +Thanks, +Johnny + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 8:18 AM +To: Palmer, Johnny +Subject: FW: + +Johnny: +I'll get Mark Findsen to call you. Can you have at least 1 trader interview him as well. +Thanks, +John + + -----Original Message----- +From: Shankman, Jeffrey A. +Sent: Tuesday, October 09, 2001 8:16 AM +To: Arnold, John +Cc: Palmer, Johnny +Subject: RE: + +I'll set it up as orig. + +Johnny, can you set this up? + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 6:37 PM +To: Shankman, Jeffrey A.; Nowlan Jr., John L. +Subject: + +Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work. " +"arnold-j/deleted_items/169.","Message-ID: <32351.1075852694240.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 07:22:56 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Done! + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 8:40 AM +To: Rangel, Ina +Subject: + +can you make a reservation for 8 at vallones at 6:30 today." +"arnold-j/deleted_items/17.","Message-ID: <8560106.1075852688658.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 21:52:10 -0700 (PDT) +From: jaydonahue@globalofficelink.com +To: jarnold@ei.enron.com +Subject: US Corporate Sublease Space and Global Office Link +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: jaydonahue@globalofficelink.com@ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Global Office Link (www.globalofficelink.com) is an e-business platform +for corporate real estate. Built by KPMG Consulting, our platform serves +companies with diverse needs on a worldwide basis. Our listings include +corporate properties for lease or sublease, properties for sale, and +requirements for companies that need space. + +One of our clients has a number of quality office properties available +for lease or sublease in the US. These corporate offices are partially +or fully fitted out and are available for occupancy either immediately +on in the near future. Some offices may be subdividable into smaller +sizes. + +The enclosed hyperlinks summarize each listing: + +Alpharetta, GA - 13,000 sq. ft. +http://www.globalofficelink.com/promo/georgia-alpharetta.html + +Atlanta, GA - 11,000 sq. ft. +http://www.globalofficelink.com/promo/georgia-atlanta.html + +Atlanta, GA - 27,000 sq. ft. +http://www.globalofficelink.com/promo/georgia-atlanta.html + +Norcross, GA - 4,000 sq. ft. +http://www.globalofficelink.com/promo/georgia-atlanta.html + +Bedford, MA - 33,000 sq. ft. +http://www.globalofficelink.com/promo/massachusetts-bedford.html + +Framingham, MA - 18,000 sq. ft. +http://www.globalofficelink.com/promo/massachusetts-framingham.html + +Fort Lee, NJ - 8,000 sq. ft. +http://www.globalofficelink.com/promo/newjersey-fortlee.html + +Princeton, NJ - 18,000 sq. ft. +http://www.globalofficelink.com/promo/newjersey-princeton.html + +Charlotte, NC - 37,000 sq. ft. +http://www.globalofficelink.com/promo/nocarolina-charlotte.html + +Independence, OH - 17,000 sq. ft. +http://www.globalofficelink.com/promo/ohio-independence.html + +Blue Bell, PA - 23,000 sq. ft. +http://www.globalofficelink.com/promo/pennsylvania-bluebell.html + +Plymouth Meeting, PA - 31,000 sq. ft. +http://www.globalofficelink.com/promo/pennsylvania-plymouthmeeting.html + +Radnor, PA - 12,000 sq. ft. +http://www.globalofficelink.com/promo/pennsylvania-radnor.html + +Plano-Dallas, TX - 149,000 sq. ft. +http://www.globalofficelink.com/promo/texas-plano.html + +Richmond, VA (Glen Allen) - 26,000 sq. ft. +http://www.globalofficelink.com/promo/virginia-richmond.html + +We invite you to access the detailed listings, and directly contact +the company, through Global Office Link (registration as a corporate +user is required under ""Login"" - there is no registration fee). We will +offer corporate users other value-added services, and more US +property listings, in the near future. Please contact us if you +have any questions about our services or web site. + +Best regards, + +Jay Donahue +President & CEO +Global Office Link +101 Federal Street, Suite 1900 +Boston, MA 02110 USA +(1)-617-443-4433 + +Note: Should you wish not to receive future updates, please reply to this email by entering the word ""remove"" on the subject line. + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +160" +"arnold-j/deleted_items/170.","Message-ID: <6854708.1075852694266.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 14:49:07 -0700 (PDT) +From: john.griffith@enron.com +To: caroline.abramo@enron.com +Subject: RE: Back office issues +Cc: dutch.quigley@enron.com, fred.lagrasta@enron.com, john.arnold@enron.com, + mike.maggi@enron.com, russell.dyk@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: dutch.quigley@enron.com, fred.lagrasta@enron.com, john.arnold@enron.com, + mike.maggi@enron.com, russell.dyk@enron.com +X-From: Griffith, John +X-To: Abramo, Caroline +X-cc: Quigley, Dutch , Lagrasta, Fred , Arnold, John , Maggi, Mike , Dyk, Russell +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I am faxing you a copy of the procedures. I think it would be a useful for any of the commercial people to call Errol to make sure he is aware whenever something is exercised into swaps or physical gas. Let me know what you think. + +Thanks + +John + +-----Original Message----- +From: Abramo, Caroline +Sent: Tuesday, October 09, 2001 3:27 PM +To: Quigley, Dutch; Griffith, John +Subject: RE: Back office issues + + +WE NEED TO KNOW WHAT THE PROCEDURES ARE UP HERE.. ANY HELP APPRECIATED.. + +-----Original Message----- +From: Quigley, Dutch +Sent: Tuesday, October 09, 2001 4:23 PM +To: Abramo, Caroline; Griffith, John +Subject: RE: Back office issues + + +here it is plain and simple +the problem is that the procedures that are in place are not followed +follow the procedures and there is no problem + + + +-----Original Message----- +From: Abramo, Caroline +Sent: Tuesday, October 09, 2001 3:22 PM +To: Griffith, John; Quigley, Dutch +Subject: FW: Back office issues + + +JUST SO YOU KNOW.... WE WANT TO HELP THE PROCES... + -----Original Message----- +From: Abramo, Caroline +Sent: Tuesday, October 09, 2001 1:46 PM +To: Arnold, John +Subject: RE: Back office issues + + +WE ARE HAVING A MEETING WITH FRED AND MICHELLE/ DEREK TODAY.. +WILL LET YOU KNOW IF I NEED HELP +THANKS FOR YOUR SUPPORT + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 7:49 PM +To: Abramo, Caroline +Subject: RE: Back office issues + + +If these problems are not being addressed as they should be, call me and I'll get on it. This is unacceptable. + +-----Original Message----- +From: Abramo, Caroline +Sent: Sunday, October 07, 2001 11:22 PM +To: Lagrasta, Fred +Cc: Dyk, Russell; Zivic, Robyn +Subject: Back office issues + + + +Fred- + +There are a number of issues we need to address with back office procedures immediately. We are losing money on avoidable problems and gaining a bad reputation in the market. Lets get Derek and Michelle together Tuesday afternoon. + +2 of our counterparties are writing letters of complaint.. here's a sample of some of the quotes we have heard from the 10 counterparties we have added in the last 6 months. + +""I shouldn't have to spend my time decomposing the invoices and confirmations you send out"" +""It has been 10 days since we traded and we haven't received a shred of paper to give us the details of the trade"" +""We are being told in a confirm something different than we are being invoiced for"" +""We did not trade 300 contracts per day, it was per month - do you guys even think before you type"" +""I am a CFO and an accountant and I can't decipher what you are trying to confirm here"" + + +From a business dinner where a client of ours was speaking casually to large industrials and endusers. One, upon the mentioning of B2B exchanges said ""they WILL NOT ever trade on EOL again because the backoffice procedure was such a nightmare.. they couldn't rely on the accuracy or timeliness of the confirm. This was a captive client who and needs to trade... who will not show us their flow again. + +The latest is the most disturbing: + +""we just want to do a small trade to test your system. We have heard it is a nightmare but want to see for ourselves - I mean how difficult can it be to book the purchase of 50 lots of crude"" And still 5 days later they do not have one paper to show the details, not one phone call to confirm the trade...nothing. We even warned the BO that this was a new customer and to make best eforts to make sure the process runs smoothly and efficiently. Well, clearly we failed + +We do not understand what is going on in the back office. Is it that they are too disconnected from our daily operations to understand how integral their accurracy is to our business? Is there too much turnover? How are they trained? Who is in charge of the ""backoffice""? There seems to be a different manager for every step of the process.. who co-ordinates all their efforts? Does anyone care? Ok.. I'll stop.. For our part, we have Michelle coming up to NY for a week in December (we wanted this to happen as soon as she started but did not work for her). + +We have to stop this before we lose clients (which we will). + +All the problems are being caused by the following: + +1. Our inability to generate an accurate position report for our clients. This has already cost us money this year. Our clients do 10 trades a day.. they are constantly in and out of positions.. it is imperative that we get these right. As well, this report is our ONLY check to make sure deals are entered and entered correctly into the system. + +There are hundreds of books at Enron. We have postions on with dozens of them. We currenttly do not have an automated mechanism to pull deals from every book in one shot. We have to select books one by one.. this method will always result in books being ommmitted given our deal flow. + +Michelle is in charge of this process. We need a IT person on this yesterday. Michelle is spending most of her day verifying the validity of the report she generates. Robyn, Russell, and I check it everyday.. there are always mistakes. + +2. There is a breakdown in the backoffice functions after Michelle collects the tickets we write and verbally confirms them. There is no check after they have been imput. There are ALWAYS imput errors. Michelle needs to check every deal after its entered into the system going forward. + +We also have NO set procedures for the bookings of deals. We have no idea where our job ends and the book admin's starts.. for non standard deals like gas dailies and swaptions we need to know the exact process from start to finish. + +2a. Confirms are sent immediately after deals are entered.. what if deals are imput incorrectly? the confirm goes out anyway resulting in mass confusion at the client. Going forward, confirms need to be delayed until we can confirm that everything about the deal is correct. + +2b. Invoicing.. there have been dozens of occassions where the amounts we are invoicing do not match the deals done.. + +3. EOL- We are pushing hard to get counterparties on here.. we have signed Renaissance up (a 10B program fund) but I shudder to see how EOL will fair at these tasks. + +4. Credit- All of our clients are margined. If deals are in the system incorrectly, the wrong MTM goes to the client.. another mis-match. We work closely with credit since we need to collect initial margin from some clients.. this amount changes daily- we need someone who can get on the phone with clients and explain these numbers through.. again, we are doing this now. + + + + + + + + " +"arnold-j/deleted_items/171.","Message-ID: <14724696.1075852694290.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 12:15:59 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: Physical RFP Requests- for nOV 01 - mAR 02 (nIPSCO, PIEDMONT AND + WEST kY SYSTEMS) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +please SEND TO to correct individuals + +-----Original Message----- +From: Pamela_Edwards@dom.com [mailto:Pamela_Edwards@dom.com] +Sent: Tuesday, October 09, 2001 3:05 PM +To: undisclosed-recipients +Subject: + + + + +Dear Supplier: + +Dominion Energy Consulting is the Fuel Manager and Agent for E.R. Carpenter Co.. +We are soliciting supply offers from your company on the attached load profiles +for the term period November 1, 2001 through March 31, 2002. We understand +each supplier cannot serve all locations, so bid only on those where you are +competitive. + +Your offers should include Full Firm Requirements NYMEX basis to the City Gate. +The location and LDC is included with each plant" +"arnold-j/deleted_items/172.","Message-ID: <14034514.1075852694313.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 14:28:42 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: THANKS! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Oh, I was actually thinking four months. Smart ass. + +-----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 4:26 PM +To: Allen, Margaret +Subject: RE: THANKS! + + +your welcome. It was really good to see you again. Maybe we can so something again before 2 months + +-----Original Message----- +From: Allen, Margaret +Sent: Wednesday, October 10, 2001 11:01 AM +To: Arnold, John +Subject: THANKS! + + +Thanks you so much for taking Kim and I to the game yesterday! We both had the BEST time! It seems like it has been forever since we have hung out - I miss that! + +I'll bring you stew later today - so you will definitely get nourishment tonight. Take care! MSA" +"arnold-j/deleted_items/173.","Message-ID: <23977793.1075852694356.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 06:19:30 -0700 (PDT) +From: johnny.palmer@enron.com +To: john.arnold@enron.com, a..shankman@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Palmer, Johnny +X-To: Arnold, John , Shankman, Jeffrey A. +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Consider it done. + +Thanks, +Johnny + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 8:18 AM +To: Palmer, Johnny +Subject: FW: + +Johnny: +I'll get Mark Findsen to call you. Can you have at least 1 trader interview him as well. +Thanks, +John + + -----Original Message----- +From: Shankman, Jeffrey A. +Sent: Tuesday, October 09, 2001 8:16 AM +To: Arnold, John +Cc: Palmer, Johnny +Subject: RE: + +I'll set it up as orig. + +Johnny, can you set this up? + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 6:37 PM +To: Shankman, Jeffrey A.; Nowlan Jr., John L. +Subject: + +Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work. " +"arnold-j/deleted_items/174.","Message-ID: <6051423.1075852694379.JavaMail.evans@thyme> +Date: Mon, 8 Oct 2001 23:46:06 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 5 +" +"arnold-j/deleted_items/175.","Message-ID: <2798247.1075852694401.JavaMail.evans@thyme> +Date: Wed, 27 Jun 2001 13:49:57 -0700 (PDT) +From: jenwhite7@zdnetonebox.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Jennifer White"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I assume you no longer plan to come to Belize, but in case you might +be wavering, I've made slightly different plans. I'm going to San Pedro/Ambergris +Caye where there is more activity (http://ambergriscaye.com/). And if +you want to come but are hesitant because of me, then don't be. I would +simply enjoy your company diving. + +And if you are definately not coming, then you owe me a birthday dinner +before I leave :) + +Jen + + + + + + + + + + +___________________________________________________________________ +To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, +all in one place - sign up today at http://www.zdnetonebox.com" +"arnold-j/deleted_items/176.","Message-ID: <20389936.1075852694425.JavaMail.evans@thyme> +Date: Tue, 3 Jul 2001 08:58:55 -0700 (PDT) +From: mfindsen@houston.rr.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""mfindsen"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Great to hear from you, an Astros game and or a drink would be great-I will +be out of town until about the 15th myself. Will talk to you soon. Marc +713-528-7441 + + -----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Monday, July 02, 2001 7:04 AM +To: mfindsen@houston.rr.com +Subject: RE: + +Hey: +Haven't spoken to you in a while. Let's get a drink sometime soon. I'm +taking a week and a half off starting July 4 but after that, maybe we can +go a Astros game. + +Congrats on Connor. Hope everything is well. + +909 Texas Ave #1812 +Houston, TX 77002 + + -----Original Message----- + From: ""mfindsen"" @ENRON + +[mailto:IMCEANOTES-+22mfindsen+22+20+3Cmfindsen+40houston+2Err+2Ecom+3E+40EN +RON@ENRON.com] + + + Sent: Tuesday, June 19, 2001 3:51 PM + To: Andy Weathers; Nan Curtis; Bruce Calvin; John Arnold; KEVIN + CASEY; Les Szabo; Lane Neville; Matt Arnold + Subject: + + Hey!!! My wife Beth delivered a beautiful baby boy- Connor McIntosh. + Please send me your address so that I can send out a birth + announcement. + Thanks, Marc + + - winmail.dat << File: winmail.dat >>" +"arnold-j/deleted_items/177.","Message-ID: <2245747.1075852694450.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 14:01:27 -0700 (PDT) +From: knowledge@wharton.upenn.edu +To: jarnold@enron.com +Subject: K@W Newsletter October 10-23, 2001: What's Hot: In Bush's Economic + Stimulus Package, Timing is Key +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: knowledge@wharton.upenn.edu@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Knowledge@Wharton Newsletterhttp://knowledge.wharton.upenn.edu +October 10-23, 2001 +What's Hot +In Bush's Economic Stimulus Package, Timing Is Key +As the U.S. economy continues to feel the aftershocks of the terrorist attacks on Sept. 11, the focus now is on how to turn around the ensuing recession. The effect of President Bush's recently proposed economic stimulus package is difficult to gauge given that consumer and corporate spending remain so unpredictable. Experts agree, however, that the timing of the stimulus will have a major impact on its success or failure.http://knowledge.wharton.upenn.edu/whatshot.cfm +Finance and Investment +Japan's Economic Outlook Remains Gloomy But Opportunities Exist for Investors +Japan's stock market - and its economy - have been in a dismal state since the beginning of the 1990s. The Sept. 11 terrorist attacks in New York and Washington made matters worse, pushing the country into what analysts say is Japan's fourth recession in a decade. But Wharton faculty and outside market analysts add that some sectors of the Japanese economy should be attractive for long-term investors.http://knowledge.wharton.upenn.edu/articles.cfm?catid=1&articleid=445 +Strategic Management +What Webvan Could Have Learned from Tesco +Webvan, the ambitious online grocer, once bragged that it would set a new standard for Internet retailing. As most people now know, for all its hubris the company has turned out to be one of the dot-com economy's most spectacular failures. After burning its way through $1.2 billion in capital, it declared bankruptcy in July. But does Webvan's collapse mean that shoppers dislike buying groceries online? For a part of the answer, look across the Atlantic to a Britain-based supermarket chain called Tesco. Its online arm, Tesco.com, will probably have revenues of $420 million this year.http://knowledge.wharton.upenn.edu/articles.cfm?catid=7&articleid=448 +Finance and Investment +Is Behavioral Finance a Growth Industry? +Can psychology really help us understand financial markets? Yes, say many academics. The subdiscipline of behavioral finance - which argues that investors are not as rational as traditional theory assumes and that their biases can affect asset prices - has gained ground over the past five years. Although behavioral finance attracts powerful criticism - and at times is clearly been oversold -- it seems to be growing up. Experts at Wharton and other business schools provide some perspectives.http://knowledge.wharton.upenn.edu/articles.cfm?catid=1&articleid=444 +Health Economics +Prescription Drug Coverage for Seniors Faces Uncertain Future +Less than a year ago, in the heat of the presidential campaign, it seemed almost certain that Medicare would undergo a major transformation that would provide prescription drug coverage to the program's 40 million seniors. But that was before an economic slowdown and the Sept. 11 terrorist attacks. Now there are new, more urgent priorities and it's unclear just when the debate over drug coverage will again get underway.http://knowledge.wharton.upenn.edu/articles.cfm?catid=6&articleid=442 +Public Policy and Management +Are Government Bailouts Bad Business? +Even the most cold-hearted free-marketer would concede the airlines got a tough break in the two-day grounding after the terrorist attacks. No manager could have been expected to anticipate events on the scale of Sept. 11, or to set aside enough money to cover the revenue shortfalls that followed. So a government bailout is a reasonable response, right? Not necessarily, say those who have studied past examples of government bailouts.http://knowledge.wharton.upenn.edu/articles.cfm?catid=9&articleid=446 +Finance and Investment +The Man Who Made Wall Street Finally Gets Credit +When a book is entitled The Man Who Made Wall Street, you just don''t expect the sub-title to read: Anthony J. Drexel and the Rise of Modern Finance. Yet according to author Dan Rottenberg, the much more famous J. Pierpont Morgan never made a move without consulting Drexel, a Philadelphia banker who was as publicity-shy as he was shrewd. The way Rottenberg sees it, there''s no limit to how much you can accomplish, if you don''t care who gets the credit.http://knowledge.wharton.upenn.edu/articles.cfm?catid=1&articleid=441 +------------------------------------------------------------------------------- +Links from Knowledge@Wharton Sponsors +GE Capital: +Sales-Leasebacks: Benefits and Challenges +Today CFOs must negotiate their way through a weakened economy. But even as they search for new ways to generate revenue and conserve capital, CFOs from a variety of industries are discovering the value of one strategy -- sale-leasebacks -- that for many years was primarily focused on real estate transactions. Sale-leasebacks are generally structured to unlock the equity a business has in its assets (like machinery and equipment), converting that equity into cash.http://www.gecfo.com/resources/wharton.html?n=Wharton&c=September&t=email +GE Capital: +Maximizing Your Trucking Fleet in Tough Times +Tough times have hit the trucking industry as shippers evaluate the best way to move goods around the country: Lease or buy? For-hire truckers or private fleet? The queries arise as a glut of used trucks comes on the market and some shippers evaluate how long they can stretch existing leases. Learn how to maximize your trucking fleet in tough times from the experts at Wharton and GE Capital.http://www.getrucking.com/resources/wharton.html?c=Wharton&n=Sept&t=email +------------------------------------------------------------------------------- +Help Spread Knowledge +Do you know people who might be interested in these research studies and +more? If you do, please forward this e-mail message to them. +The Knowledge@Wharton Newsletter is a free service of The Wharton School +(http://www.wharton.upenn.edu/ ) of the University of Pennsylvania. Its +companion web site, Knowledge@Wharton, includes full details of the +stories listed here. To read these stories, go tohttp://knowledge.wharton.upenn.edu/ +To comment on these stories, go to:http://knowledge.wharton.upenn.edu/feedback.cfm +To unsubscribe from this newsletter, visit:http://knowledge.wharton.upenn.edu/unsubscribe.cfm " +"arnold-j/deleted_items/178.","Message-ID: <29101146.1075852694477.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 15:19:42 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/10/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/10/2001 is now available for viewing on the website." +"arnold-j/deleted_items/179.","Message-ID: <13567308.1075852694512.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 14:59:10 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +UK: Enron to shed metals staff, part of wider cuts. +Reuters English News Service, 10/10/01 +Enron Plans to Trim as Many as 500 Jobs in Europe (Update2) +Bloomberg, 10/10/01 + +Northeast Officials Seek Delay In Unifying Power Market +Dow Jones Energy Service, 10/10/01 +INDIA: Reliance plan could sour BG's Indian deal. +Reuters English News Service, 10/10/01 +USA: El Paso shares advance after favorable ruling. +Reuters English News Service, 10/10/01 +UK: UPDATE 1-ScotiaMocatta seen to axe LME ring trade from Friday. +Reuters English News Service, 10/10/01 +UNDERSEA PIPELINE PLAN FACES SCRUTINY ; HEARING SLATED ON ENRON PLAN TO IMPORT GAS +South Florida Sun-Sentinel, 10/10/01 + +Reliance Bids to Run Indian Oil Fields, Challenging BG Plan +Bloomberg, 10/10/01 + +LME Says Scotiamocatta to End Open-Outcry Floor Trade (Update2) +Bloomberg, 10/10/01 + +Bin Laden 'look alike' arrested in India +BBC News, 10/10/01 + + + + +UK: Enron to shed metals staff, part of wider cuts. +By Andy Blamey + +10/10/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 10 (Reuters) - Commodities trader Enron Metals plans to shed jobs as part of a Europe-wide staff reduction programme which should see the Enron Group cut 250 to 500 European jobs in total, the company said. +""We have around 5,000 employees in Europe and we are seeking to cut our headcount here by between five and 10 percent,"" John Sherriff, president and CEO of Enron Europe, said in a statement. +Enron Metals employees in London were told at a meeting on Tuesday that staff cuts of 10 percent to 20 percent would be required, trade sources said. +The company is seeking volunteers to take redundancy, but if sufficient voluntary slots have not been filled by a deadline of October 19, Enron will opt for compulsory cuts, they added. +An Enron spokeswoman declined to elaborate on the official statement. +""Enron's business continues to grow in Europe in terms of traded volumes and numbers of transactions, but like any company we are constantly seeking ways to do more with less in order to maintain earnings growth,"" Sherriff said in the statement. +""It is prudent for us to keep both a close eye on our costs and to continually review the skills and resources that are available to use to ensure that they are deployed in a way which will maximise earnings,"" he added. +Market sources were not surprised by the move, citing testing conditions facing the metals trading sector as a whole. +""At the moment you have low volumes of customer interest combined with difficult trading conditions and high operating costs,"" said one. +""Even if they're making money from EnronOnline, they've got far too many people there."" +U.S.-based Enron Corp became a major player in the metals trade in May last year when it acquired MG plc, a leading independent international metals dealing firm in London which had previously absorbed fellow LME ring-dealers Rudolf Wolff & Co and Billiton Metals Ltd. +The number of LME ring dealers trading on the exchange's open-outcry floor has dwindled from a peak of 30 in the mid-1980s to the current 12. +This could drop to 11 this week if ScotiaMocatta, a subsidiary of Canada's Bank of Nova Scotia , exits floor trading from Friday. +In an interview with Reuters in August, Enron Metals President Joe Gold reiterated the company's commitment to the LME ring. +""We send our No 1 trader and No 2 trader down on the (LME) floor every day, which is not a statement everyone can make. Wherever the most trading is during that day, that's where we'll be,"" Gold said. +SCREEN TRADING +Enron has also become a major player in metals screen trading since July last year, when the company announced the first physical metals transaction on its internet trading platform EnronOnline (www.enrononline.com). +The system differs from the screen trading systems operated by the London Metal Exchange (LME) and UK-based metals and energy broker Spectron in that the trading platform is open to a broad range of users but Enron is the sole counter-party in each transaction. +At the end of August the company amended EnronOnline to make markets for selected clients only in three months copper and aluminium for maximum 200-lot transactions, compared with the standard 20-lot markets on the system. +In addition to metals, EnronOnline trades a range of products, from oil to plastics and emission allowances to credit derivatives. Enron announced the one millionth transaction on the system in May of this year. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron Plans to Trim as Many as 500 Jobs in Europe (Update2) +2001-10-10 16:08 (New York) + +Enron Plans to Trim as Many as 500 Jobs in Europe (Update2) + + (Updates with closing share price in last paragraph.) + + Houston, Oct. 10 (Bloomberg) -- Enron Corp., the largest +energy trader, plans to eliminate as many as 500 jobs in Europe, +or as much as 10 percent of the workforce there, to reduce costs +and boost profit. + + The company has 5,000 workers in Europe, and it plans to trim +jobs by 5 percent to 10 percent, Enron said in a statement. The +company wants to make reductions through ``voluntary severance,'' +the statement said. + + Houston-based Enron expanded European commodities trading in +2000 when it bought London-based MG Plc, the largest copper +marketer, for $448 million. Jeffrey Skilling, who resigned as +Enron's chief executive in August, told investors in July to +expect ``great things from Europe in the future.'' + + ``There is still a lot of growth for them in Europe,'' said +Louis Gagliardi, an analyst at John S. Herold Inc. ``They're not +giving up, they're just taking an analysis of each unit.'' + +Gagliardi doesn't own Enron shares. John S. Herold doesn't issue +investment recommendations. + + Enron Europe is based in London and has offices in nine other +countries. Along with trading, it has interests in power plants in +Italy, Poland, Spain, Turkey and the U.K. It didn't say where the +job cuts would be. + + Shares of Enron rose $1.81 to $35.20. They have fallen 58 +percent this year. + + + +Northeast Officials Seek Delay In Unifying Power Market +By Kristen McNamara +Of DOW JONES NEWSWIRES + +10/10/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -(Dow Jones)- Officials in Maryland and New York have urged federal energy regulators to slow down plans to merge the three existing wholesale power markets along the Eastern Seaboard into a single market for the entire Northeast. +Citing concerns that rushing to consolidate the markets could create instability, reduce liquidity and inflate prices, the New York Independent System Operator and the Maryland Public Service Commission have separately asked the Federal Energy Regulatory Commission to study its plan before implementing it. +""There's no need to do this in a hasty manner,"" said Steve Sullivan, spokesman for the New York ISO, which runs that state's power market and transmission system. ""Our markets are not broken."" +FERC is pushing utilities across the country to put their high-voltage transmission systems - the wholesale power market's equivalent of the interstate highway system - under the control of independent regional operators. The commission says the handoff is critical to the establishment of competitive power markets, as utilities with positions in the market are seen as unlikely to allow competitors equal access to the grid. +Power traders like Enron Corp. (ENE) support the effort, while some utilities and state regulators have opposed the assertion of federal authority. +In an effort to jump-start the sluggish process, FERC has outlined a plan to divide up control of the country's power grids among four regional operators - one each in the Northeast, Southeast, Midwest and West. +But while utilities still control much of the grid elsewhere in the country, transmission systems in the Northeast are already run by three independent wholesale market operators. FERC has told those operators to merge, and has indicated a preference for modeling the new market on that run by Mid-Atlantic operator PJM Interconnection LLC. +A unified Northeast power market would be the world's largest - processing $9 billion in energy sales a year, handling 110,000 megawatts of electricity and serving a population of 54 million, according to the New York ISO. +Seeking Other Options + +The Maryland Public Service Commission, along with regulators from Virginia and the District of Columbia, filed motions in August to stay FERC's order, saying the commission had overstepped its authority. +The Maryland regulators will ask a federal court to block FERC if it moves forward with its plans to consolidate the three market operators - New York ISO, ISO New England Inc. and PJM - said Robert Harris, the commission's assistant manager of external affairs. +The commission last week asked U.S. Senator Barbara Mikulski. D-Md., to require FERC to explore options to ease the flow of power between markets short of a forced consolidation. +""This proposal is unnecessary, reckless and risky,"" the PSC wrote. +The PSC held public hearings on a unified Northeast power market Oct. 3 and 4, and plans to send the comments it received to FERC next week. +The New York ISO and ISO New England said they aren't opposed to a consolidated market, as long as it incorporates the best practices from each of the three existing markets. +The New York ISO, along with ISO New England, also wants each of the three regional markets to have equal representation on the board governing the merged market. +New York's market operator also questioned whether centralizing control of a Northeast power market with one operator in one location would increase its vulnerability to electronic or other attacks by terrorists. +FERC will hold a series of workshops next week to discuss issues related to the development of independent transmission operators across the country, including the need to clear bottlenecks and guard against attempts to manipulate the market. +As reported, new FERC Chairman Pat Wood III said the commission will spend a day listening to the concerns of state regulators. The commission has also agreed to study its contention that consolidating markets will pay off for consumers, Wood said. +Mirant Corp. (MIR) recently commissioned a study that showed a combined Northeast power market could save consumers $440 million a year. +-By Kristen McNamara, Dow Jones Newswires; 201-938-2061; kristen.mcnamara@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +INDIA: Reliance plan could sour BG's Indian deal. +By Sriram Ramakrishnan + +10/10/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +BOMBAY, Oct 10 (Reuters) - India's Reliance Industries Ltd wants to become the operator of three oil and gas fields off the country's west coast, complicating U.K.-based BG Plc's proposed acquisition of a 30 percent stake in the fields, an industry source told Reuters on Wednesday. +Reliance, which owns a 30 percent stake in the fields, has applied to the government to be appointed the operator, said the source, who declined to be identified. +That could potentially derail the deal BG announced last week to buy U.S.-based Enron Corp's 30 percent stake in the offshore Indian energy fields for $388 million. +Numerous reports in the Indian media have said that the deal may be contingent on operatorship of the fields being transferred from Enron, the current operator, to BG. +A spokesman for BG in London said on Wednesday that the company was ""continuing discussions with the other parties"" and until the matter was resolved, it had no further comment to make. +Indian state-run driller ONGC, which owns the remaining 40 percent stake in the Panna, Mukta and Tapti fields, has already said it wants to take over the operatorship. +The source said Reliance Industries, India's leading petrochemicals maker and flagship company of the country's largest business group, is also pursuing management control. +Panna, Mukta and Tapti lie off India's western coast, and are considered among the more promising recent finds in the country. +Panna and Mukta produce 29,000 barrels of oil and 2.5 million cubic metres of gas per day. +The Mukta field produced 1,974 million cubic metres of gas in the year ended March 2001. +BG said it wants a stake in the fields to complement its Indian interests in gas distribution and liquefied natural gas (LNG). +Enron wants to leave the venture as a part of its move to focus on the high-growth energy trading business. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: El Paso shares advance after favorable ruling. + +10/10/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 10 (Reuters) - A favorable regulatory ruling sent El Paso Corp's undervalued shares soaring on Wednesday, leading the utility group higher in morning trading. +After the close of trading Tuesday, a U.S. Federal Energy Regulatory Commission law judge ruled there was no clear evidence that El Paso exercised market power in an attempt to raise California natural gas prices and recommended dismissal of the issue in the case pending before the full commission. +This was ""not a clean sweep"" for the big gas pipeline company, UBS Warburg analyst Ronald Barone said, noting Judge Wagner believes there was affiliate abuse - or collusion - between El Paso's pipeline and marketing segments during California's power crisis late last year and early this year. +But Barone believes ""the net outcome from his decisions are a substantial positive for El Paso and have significantly reduced the company's limited exposure to this highly politicized California mess."" +In active morning trading, El Paso shares traded between $51 and $51.69 - their best prices since Sept. 17, the first day of trading following the interruption caused by the Sept. 11 attack on the World Trade Center. +After two hours, El Paso was up $2.50, or 5.13 percent, to $51.25 on composite trading of 1.8 million shares. +Following it higher were the stocks of several other companies that had dropped on news of California's problems - Calpine Corp. , up 4.14 percent; Enron Corp. , up 3.26 percent, and Dynegy Inc. , up 2.4 percent. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +UK: UPDATE 1-ScotiaMocatta seen to axe LME ring trade from Friday. +By Martin Hayes + +10/10/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 10 (Reuters) - London Metal Exchange (LME) ring-dealer ScotiaMocatta Metals is to scale back its operations, and will no longer execute business on the market's open-outcry floor after Friday, trade sources said on Wednesday. +ScotiaMocatta is a unit of Canada's Bank of Nova Scotia , who informed metal traders of the move at a meeting held yesterday in the LME trader's London offices. Voluntary redundancies were also asked for, sources at the meeting said. +""They said they are restructuring the business, and will no longer execute trades on the floor after Friday,"" one said. +This implies that ScotiaMocatta, which is one of 12 ring-dealing members (RDMs) on the LME, could relinquish this status, although sources at the meeting said this was not made clear. +No-one from ScotiaMocatta in London was available to comment on Wednesday. +Separately, Enron Group said its commodities trader Enron Metals would also lose jobs as part of a Europe-wide staff reduction programme. +On Tuesday, Bank of Nova Scotia said in Toronto it was scaling back its base metals trading desk and laying off traders, transforming ScotiaMoccata into a ""niche player"", due to the economic downturn. +The bank said the decision does not affect its precious metals division. +Bank of Nova Scotia purchased Mocatta Metals as it was known in September 1997. It is also one of the five members of the twice-daily London gold fix - it is the oldest bullion dealing house in the world, dating back to 1671. +""We are still staying in the base metals business, but it will be more focused as a niche player in structural products,"" Scotiabank spokeswoman, Diane Flanagan told Reuters in Toronto. +Flanagan confirmed there would be layoffs at the bank's base metals desk, but refused to say how many employees would be affected. +If ScotiaMoccatta were to give up RDM status, it would bring LME ring-dealing numbers down to 11. The RDMs are the only firms entitled to trade on the open-outcry floor. +In the LME's tiered membership, associate broker clearing members (ABCMs) are the second tier of membership - they have all the rights and privileges of LME membership, but cannot trade during the open-outcry trading sessions. +LME director of corporate affairs Jonathan Haslam said on Wednesday that any announcement about a firm's membership status would have to come from the company concerned. +DOWNTURN IN METALS BUSINESS HITTING HARD +Trading conditions in base metals have deteriorated this year, with prices, volumes and revenues all falling, against a background of a global economic slowdown, worsened by the September 11 attacks on the U.S. +This climate has hit all trading companies, and ScotiaMocatta's business has declined markedly, sources said. +""They have gone from a position of being on the acquisition front to becoming a niche player. That highlights the way their business has declined in the last six months,"" a source close to the company said. +There had been persistent talk that ScotiaMoccata had been looking to acquire other LME RDMs. In 2000, it sought to buy RDM Rudolf Wolff, a unit of Canada's Noranda. Wolff was eventually purchased by MG Trading, now known as Enron Metals +This year it was said to be negotiating to buy another RDM, although that ultimately came to nothing. +LME RING DEALING NUMBERS CONTINUE TO FALL +LME ring-dealership numbers have declined since the mid-1980s, when there were some 30 companies on the floor. This is partly due to consolidation, but also due to some firms relinquishing their status in the wake of the Sumitomo Corp copper scandal in 1996. +Now, there are significantly more ABCMs and the trend towards consolidation and contraction is likely to continue, as their costs are much lower than being a ring-dealer. +To run a floor operation, with telecommunications and associated staff charges, probably costs between one and two million stg a year. +(With additional reporting by the Toronto Newsroom). + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +LOCAL +UNDERSEA PIPELINE PLAN FACES SCRUTINY ; HEARING SLATED ON ENRON PLAN TO IMPORT GAS +David Fleshler Staff Writer + +10/10/2001 +South Florida Sun-Sentinel +Broward Metro +1B +(Copyright 2001 by the Sun-Sentinel) + +State environmental regulators have raised sharp questions about Enron Corp.'s plans to construct an undersea natural gas pipeline from the Bahamas to South Florida. +The pipeline would threaten coral reefs, travel through a popular state park and face a series of hazards in the commercial bustle of Port Everglades, according to a memorandum by the Department of Environmental Protection's southeast district staff. +The Houston-based company wants to bring natural gas from a plant in Freeport, Grand Bahama, to Fort Lauderdale. With more gas-fueled power plants in the works, the company thinks it would find a market in Florida. +El Paso Corp. and AES Corp. also have proposed undersea pipeline projects, although Enron's Calypso project has moved the furthest in the approval process. Judging from the state's comments on Enron's proposal, all three projects will face difficult questions over their safety and environmental impact. +Just before it reaches land, for example, the pipeline would pass through Port Everglades, a busy center of commerce that could be full of peril for a high-pressure gas pipeline. +""The pipeline will be routed through an area that has experienced chronic disturbances such as dredging, ship groundings, high ship traffic entering and leaving Port Everglades and storm events,"" states the memo, prepared by Jayne Bergstrom, an environmental specialist who prepared a series of questions for the company. +""Large vessels have caused significant damage to Broward County reefs in recent years, including a 506-foot cargo ship, a freighter driven ashore during a February 1998 storm, a 348-foot Panamanian vessel that washed ashore a month later, and incredibly, a 360-foot nuclear-powered sub, the USS Memphis, in February 1993. Is this the safest route for a high-pressure gas pipeline?"" +Enron spokesman John Ambler said the pipeline probably would be 30 to 40 feet below the sea floor in the port, well protected even if a ship sank or ran aground directly over it. Just outside the port, the pipeline would ascend to 3 feet below the floor, but that would be in a rocky area that's closed to ships, he said. +""We're in the process of developing a response to all of these questions,"" he said. ""We're in an ongoing dialogue, and we're optimistic about being able to resolve these concerns in a way that will allow the project to move forward."" +The Federal Energy Regulatory Commission will conduct a public hearing tonight on the environmental impact of the Enron project. The public will be allowed to make comments or ask questions of the agency's staff. +The meeting will be at 7 p.m. at the I.T. Parker Community Center, 901 NE Third St., Dania Beach. +As the pipeline approaches Broward County's coastline, it would pass through bands of coral reefs, important habitats for marine life. The company plans to drill horizontally under the reefs to avoid harming them. But it also would drag pipes over them in two areas before inserting them through the holes, according to the state. +""Coral reefs deserve protection for their intrinsic natural value,"" the memo states. ""In addition, the economic, tourism, fishing and recreational resources of South Florida depend on healthy coral reef ecosystems. Calypso staff and engineers have not sufficiently demonstrated to staff that the project cannot be redesigned to avoid sensitive marine resources."" +While the company has stated that the impact would be both temporary and insignificant, the memo states that the company has not explained how this could be so. The state estimated that the project would have an impact on about 15 acres of coral reefs and adjacent habitats. +Given the damage the reefs already have suffered from pollution and other sources, the memo questions whether any pipelines should be routed directly to southeast Florida. Instead, it says it may be better to route them to the north, through areas without reefs, then connect to the pipeline system on land. +Ambler said that the company was trying to find ways to avoid dragging the pipes along the reefs. +All three pipeline projects will be reviewed by a series of federal, state and local agencies. +David Fleshler can be reached at dfleshler@sun-sentinel.com or 954- 356-4535. + +MAP; Caption: Staff graphic/Renee Kwok Map: (color) Fort Lauderdale - Enron's proposed pipeline would run from Freeport through Port Everglades. +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Reliance Bids to Run Indian Oil Fields, Challenging BG Plan +2001-10-10 11:34 (New York) + +Reliance Bids to Run Indian Oil Fields, Challenging BG Plan + + Mumbai, Oct. 10 (Bloomberg) -- Reliance Industries Ltd., +India's biggest private company, said it claimed the right to run +three offshore oil and gas projects, challenging a bid from the +U.K.'s BG Group Plc. + + BG has said a plan to buy out Enron Corp.'s 30 percent of the +projects is contingent on winning the right to oversee the +developments. Reliance and Oil & Natural Gas Corp., India's +biggest oil producer, together own 70 percent of the exploration +company and have an option to decide the operator after Enron +quits, Reliance spokesman Yogesh Desai said. + + The purchase would gave BG a 30 percent stake in the Tapti +and Panna-Mukta oil and gas fields, as well as 63 percent of an +untapped deposit on the west coast of India. The assets hold more +than 170 million barrels of oil and gas. BG declined to comment. + + BG will invest ``hundreds of millions'' of dollars to double +production in the Tapti field by 2004 if the other two partners in +the venture contribute as well, Nigel Shaw, chief executive +officer of BG India Pvt. told reporters last week. ONGC has +already claimed its right to operate the fields. + + Before agreeing with BG, Enron rejected bids from its Indian +venture partners, ONGS and Reliance, as well as from the nation's +biggest refiner, Indian Oil Corp. + + India's gas production fell 11 percent to 1999 from 1997 as +Oil & Natural Gas Corp., the state explorer, made no significant +discoveries in 15 years. Insufficient supplies of gas have hurt +growth in the country's fertilizer and chemicals industries and +hampered upgrading of its power plants, still mostly coal-fed. + + The government expects a gas deficit to triple in the next +six years unless new wells are drilled or existing fields expand +sales. + + Domestic bureaucracy has already thwarted efforts in India by +Electricite de France and Cogetrix Energy Inc., which have pulled +out, while Enron is locked in a price dispute with authorities. +The government is the sole buyer of gas and power from producers +and the sole seller to distributors. + + +LME Says Scotiamocatta to End Open-Outcry Floor Trade (Update2) +2001-10-10 11:59 (New York) + +LME Says Scotiamocatta to End Open-Outcry Floor Trade (Update2) + + + (Adds bank quotes in second, fifth paragraphs.) + + London, Oct. 10 (Bloomberg) -- The London Metal Exchange said +Scotiamocatta, a metals-trading unit of the Bank of Nova Scotia, +will cease open-outcry transactions on the LME floor. + + It was not immediately clear when the company will end floor +trading, said Caoimhe Buckley, a spokeswoman for the exchange, the +world's biggest metals-trading bourse. The bank is planning to cut +about 20 base metals staff in London, said Pam Agnew, a +spokeswoman in Toronto, though its floor dealing is unaffected for +now. ``At this time, it's business as usual,'' she said. + + Scotiamocatta is the latest defection from the LME, whose +number of floor traders has more than halved to 11 in the past +decade because of declining margins. This year, the price of +copper has dropped 23 percent and aluminum has declined 17 percent +as slowing economies cut demand and reduce trading commissions. + + ``It detracts from (the LME's) standing as a marketplace +because it's another one gone,'' said Richard Starsmeare, head of +commodity and trade finance at Raiffeisen Zentralbank in London. + + The bank's decision to cut its London metals staff is related +to the ``downturn in the economy,'' Agnew said. + + The LME's director of corporate affairs, Jonathan Haslam, +later said the exchange couldn't officially comment on +Scotiamocatta's role at the exchange. + + ``The LME wishes to make clear that it has made no formal +statement about the position of the Bank of Nova Scotia,'' Haslam +said in a statement. ``Any statements about their future trading +must come from them.'' + + The LME's other floor-trading members, or ``ring dealers'' +include Enron Metals Ltd. and Refco Overseas Ltd. + + +Bin Laden 'look alike' arrested in India +BBC News +October 9, 2001 +By Frances Harrison in Delhi +Indian police detained a bearded man in the western border area of Rajasthan on suspicion that he might be the world's most wanted man, Osama Bin Laden. +The man was released after two hours of questioning which established that he was in fact a Hindu and also worked for an American company. +Police in the town of Jaisalmer bordering Pakistan said they saw a man with a flowing beard and black scarf driving along the national highway in a jeep. +They chased the man, took him to the police station and politely asked who he was - clearly concerned they might have apprehended Osama Bin Laden fleeing Aghanistan via Pakistan. +US company +The bearded man told the police he was an engineer working with the American company Enron on a wind energy project in the area. +A telephone call to the company confirmed this and one policeman told the man that he should be thankful he wasn't living in the United States because he would have definitely been shot so strong was his resemblance to Osama Bin Laden. +The man, who turned out to be a Hindu and not a Muslim, was freed immediately. +But not before a crowd of curious villagers had gathered outside the police station eager to catch a glimpse of the man who's been dominating the news. +" +"arnold-j/deleted_items/18.","Message-ID: <21865018.1075852688684.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 18:39:58 -0700 (PDT) +From: herthateng4882@excite.com +Subject: When will you accept Credit Cards? wugiptuyduicmw +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Blondy"" @ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +HOW TO SUBSTANTIALLY INCREASE SALES: +Message-Id: <200110042136812.SM00207@gmgfbljvm.networksolutions.com> +Date: Thu, 4 Oct 2001 21:39:51 -0400 + +Easily accept major credit cards right away! + +If you would like to speak to someone right now +we would be more +then happy to answer any questions you might have +please provide: + +Name: +Your Phone Number: +Best time to call: + +Merchant Status will help you increase sales by an +incredible 50% to 100%. Stop losing valuable sales! + +With one phone call you can be: + +Accepting all major credit cards! +Accepting checks over the net or by Fax! +Accepting real time processing for member sites! +Gaining customer loyalty and trust! + +Close the sale now. No more wondering if ""The check +is in the mail"" + +We specialize in helping businesses who +are just starting out with no credit +poor credit +or +even if you have great credit. + +Almost everyone is approved! + +(All information is kept securely and will never be shared with +a third party) + +If you wish to be removed from our mailing list +please reply to +this email with the subject ""Remove"" and you will not receive +future emails from our company. + +Thank You for your Time. + + +HOW TO SUBSTANTIALLY INCREASE SALES: + +Easily accept major credit cards right away! + +If you would like to speak to someone right now +we would be more +then happy to answer any questions you might have +please provide: + +Name: +Your Phone Number: +Best time to call: + +Merchant Status will help you increase sales by an +incredible 50% to 100%. Stop losing valuable sales! + +With one phone call you can be: + +Accepting all major credit cards! +Accepting checks over the net or by Fax! +Accepting real time processing for member sites! +Gaining customer loyalty and trust! + +Close the sale now. No more wondering if ""The check +is in the mail"" + +We specialize in helping businesses who +are just starting out with no credit +poor credit +or +even if you have great credit. + +Almost everyone is approved! + +(All information is kept securely and will never be shared with +a third party) + +If you wish to be removed from our mailing list +please reply to +this email with the subject ""Remove"" and you will not receive +future emails from our company. + +Thank You for your Time. + + +HOW TO SUBSTANTIALLY INCREASE SALES: + +Easily accept major credit cards right away! + +If you would like to speak to someone right now +we would be more +then happy to answer any questions you might have +please provide: + +Name: +Your Phone Number: +Best time to call: + +Merchant Status will help you increase sales by an +incredible 50% to 100%. Stop losing valuable sales! + +With one phone call you can be: + +Accepting all major credit cards! +Accepting checks over the net or by Fax! +Accepting real time processing for member sites! +Gaining customer loyalty and trust! + +Close the sale now. No more wondering if ""The check +is in the mail"" + +We specialize in helping businesses who +are just starting out with no credit +poor credit +or +even if you have great credit. + +Almost everyone is approved! + +(All information is kept securely and will never be shared with +a third party) + +If you wish to be removed from our mailing list +please reply to +this email with the subject ""Remove"" and you will not receive +future emails from our company. + +Thank You for your Time. + + +HOW TO SUBSTANTIALLY INCREASE SALES: + +Easily accept major credit cards right away! + +If you would like to speak to someone right now +we would be more +then happy to answer any questions you might have +please provide: + +Name: +Your Phone Number: +Best time to call: + +Merchant Status will help you increase sales by an +incredible 50% to 100%. Stop losing valuable sales! + +With one phone call you can be: + +Accepting all major credit cards! +Accepting checks over the net or by Fax! +Accepting real time processing for member sites! +Gaining customer loyalty and trust! + +Close the sale now. No more wondering if ""The check +is in the mail"" + +We specialize in helping businesses who +are just starting out with no credit +poor credit +or +even if you have great credit. + +Almost everyone is approved! + +(All information is kept securely and will never be shared with +a third party) + +If you wish to be removed from our mailing list +please reply to +this email with the subject ""Remove"" and you will not receive +future emails from our company. + +Thank You for your Time. + + +HOW TO SUBSTANTIALLY INCREASE SALES: + +Easily accept major credit cards right away! + +If you would like to speak to someone right now +we would be more +then happy to answer any questions you might have +please provide: + +Name: +Your Phone Number: +Best time to call: + +Merchant Status will help you increase sales by an +incredible 50% to 100%. Stop losing valuable sales! + +With one phone call you can be: + +Accepting all major credit cards! +Accepting checks over the net or by Fax! +Accepting real time processing for member sites! +Gaining customer loyalty and trust! + +Close the sale now. No more wondering if ""The check +is in the mail"" + +We specialize in helping businesses who +are just starting out with no credit +poor credit +or +even if you have great credit. + +Almost everyone is approved! + +(All information is kept securely and will never be shared with +a third party) + +If you wish to be removed from our mailing list +please reply to +this email with the subject ""Remove"" and you will not receive +future emails from our company. + +Thank You for your Time. + + + + +qgll +t everyone is " +"arnold-j/deleted_items/180.","Message-ID: <23383636.1075852694539.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 08:59:02 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: FW: Daily Energy News Update, 10 October: BPA and Kaiser Reach + Agreement on Power +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +What about this one? Do you find it helpful or interesting? It focuses more= + on Policy, so it might not apply as much...MSA +=20 +-----Original Message----- +From: Enron Forum [mailto:EnronForum@enronforum.com] +Sent: Wednesday, October 10, 2001 6:58 AM +Subject: Daily Energy News Update, 10 October: BPA and Kaiser Reach Agreeme= +nt on Power + + + =09 + =09 + October 10, 2001=09 + + +=09 + =09 + +United States-Energy:=20 +Senate Panel Discusses Multi-Pollutant Plan +United States-Energy:=20 +Entergy Supports Delaying Arkansas Deregulation +United Kingdom-Energy:=20 +AEP to Acquire Edison's UK Power +Canada-Energy:=20 +Burlington Resources to Buy Canadian Hunter for $2.1 Billion +Pakistan-Diplomacy:=20 +Report: Pakistan Cuts Ties with Taliban +South/Southeast Asia-Politics:=20 +ASEAN Signals Caution on War Against Afghanistan =20 + +United States-Energy:=20 +BPA and Kaiser Reach Agreement on Power (IB) +Kaiser Aluminum and the Bonneville Power Administration (BPA) reached an ag= +reement on a five-year power delivery deal that has been the source of conf= +lict between the two parties for almost a year. Kaiser Aluminum closed its = +smelting operations in the Pacific Northwest in late 2000, choosing to rese= +ll contracted power from the BPA on the spot market. According to the Spoke= +sman Review, ""Kaiser netted more than $460 million from the sales."" Other a= +luminum companies reselling power from BPA reached agreements during spring= + 2001 with Bonneville. Under these agreements, the companies agreed to keep= + smelters off line to keep power supplies ample in the region, and BPA agre= +ed, in return, to give the smelters, when they restarted operations, a $20 = +per megawatt-hour (MWh) credit for obtaining power from sources other than = +BPA. Months of wrangling produced a contract between Kaiser and the BPA tha= +t negates a ""take-or-pay"" clause that would require Kaiser to pay for the f= +ederal power whether used or not. BPA said, ""Under the agreement signed tod= +ay, Kaiser will avoid the possibility of paying damages if it does not take= + all the power under the contract...And if [BPA] can't resell it, we are no= +t going to hold [Kaiser] liable for the difference,"" Clearing Up reported. = +As a concession for the elimination of the ""take-or-pay"" clause, Kaiser wil= +l receive interruptible service from the BPA on some of its 240 MW load. Ka= +iser received criticism from union groups who claimed that the company was = +using the money it had gained reselling power ""to pay down long-term debt, = +rebuild a refinery in Louisiana and reward executives with excessive bonuse= +s,"" rather than splitting the money between workers that had been laid off,= + the BPA, and building generation, AP reported. More... =20 + + + +United States-Energy:=20 +CA Power Authority Names CEO (IB) +The California Consumer Power and Conservation Financing Authority named La= +ura Doll its new chief executive officer on 5 October. Texan Doll ""had prev= +iously worked for several communications and consulting firms,"" and will be= + receiving a salary of $200,000 as the power authority's CEO, according to = +the San Francisco Chronicle. S. David Freeman, the authority's chair, will = +retain his post. Freeman said he will ""handle fewer administrative duties,""= + and will ""be able to devote more time to reaching out to interest groups s= +uch as the Legislature and consumer groups,"" The Chronicle reported. Accord= +ing to a 7 October report in the Orange County Register, consumer groups, b= +usinesses, and the legislature have questioned the recent actions of the po= +wer authority, which has vowed to secure nearly 3,000 megawatts (MW) of pow= +er by summer 2002 to avoid power shortages. The power authority, which was = +created by Governor Gray Davis and the state Legislature in May 2001, can i= +ssue up to $5 billion in bonds to bolster the state's power supply through = +financing new renewable generation or peaker projects. The Register said th= +at businesses and consumer groups are worried that higher electricity rates= + could be the result of the power authority initiative to bring 1,000 MW of= + green power and 2,000 MW of peaker generation on line by summer 2002. The = +state's Joint Legislative Audit Committee would look into the authority's p= +lanned purchases, according to the committee chair, Assembly member Fred Ke= +eley. Keeley said ""it's appropriate early and often to review their work in= + a public venue and have them held accountable for compliance of the law,"" = +the Register reported. More... + +United States-Energy:=20 +FERC Refunds Ordered (IB) +On 5 October, the Federal Energy Regulatory Commission (FERC) ordered four = +power marketers to provide refunds for July sales that exceeded a federally= + mandated price limit. Dynegy Corp., Mirant Corp., Williams Cos., and Relia= +nt Energy were the companies specifically mentioned. Under a 19 June FERC o= +rder, price limits were established in 11 Western states to help tame the v= +olatile electricity spot market. The June order stated that companies charg= +ing in excess of the mitigated price had seven days past the end of the mon= +th in question to file justifications for their overcharges. The 5 October = +order said that the aforementioned companies filed justifications, but all = +were rejected, and that other companies that overcharged during July, but d= +id not file justifications, would also be subject to ordered refunds. Altho= +ugh FERC did not release specific figures, the California Independent Syste= +m Operator said that total overcharges for the month amounted to $260,000, = +The Los Angeles Times reported. The commission's order explained the reject= +ion of cost justifications for the four companies. The explanations by Mira= +nt and Dynegy, filed more than seven days after July ended, were ""untimely = +and...neither company supported in detail its actual costs for its transact= +ions,"" according to the document. Reliant's filing was ""not consistent with= + the requirements of the June 19 Order,"" and Willams ""did not provide any c= +ost support for its transactions beyond restating general objections to the= + commission's pricing methodology,"" the commissioners wrote. A Mirant spoke= +sman told Reuters that ""his company was ordered to refund $33,800,"" while a= + Williams spokesman told the LA Times ""$30,000 worth of electricity sales a= +re subject to the FERC rebate for both June and July."" More... =20 + +=20 + + =09 =09 +United States-Security: Role of Homeland Defense Czar +North America-Energy: Texas Faces Transmission Line Shortages +=09 + =09 + =09 + =09 + +" +"arnold-j/deleted_items/181.","Message-ID: <19264426.1075852694650.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 23:20:08 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 6 +" +"arnold-j/deleted_items/182.","Message-ID: <10504594.1075852694673.JavaMail.evans@thyme> +Date: Tue, 9 Oct 2001 11:28:57 -0700 (PDT) +From: kimberly.banner@enron.com +To: john.arnold@enron.com +Subject: How are you +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Banner, Kimberly +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +today? I have felt better. I'm really glad that Teresa's birthday is over. I think that we have been celebrating since Friday but of course you know that. I apologize for any strange behavior last night that I might have exhitbited. (ie...having you make food for me at a very late hour, singing and whatever else) Just wanted to check on you and make sure that you aren't sleeping at your desk. Afterall, you only have to say ""buy"" or ""sell"" all day. How difficult could that be? + +Kim" +"arnold-j/deleted_items/183.","Message-ID: <20850728.1075852694696.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 12:34:29 -0700 (PDT) +From: bob.shiring@rweamericas.com +To: john.arnold@enron.com +Subject: hello +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Bob Shiring"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hi John, + +Just started over here at RWE Trading Americas, Inc last Friday. Not +sure whether or not you've heard of them before but they are the largest +utility in Germany with natural gas, crude and products, power and coal +trading in Europe. They own 80 % of Consol, which is the largest coal +producer in the world, and 100% of Nukem, which has or is supplying +uranium to all the US nuclear power plants. They also have +approximately 130 mmcfd of Appalachian gas which, unfortunately, is +under contract with AEP as of this moment. Additionally, they've +budgeted to make a significant acquisition in the US next year. Overall, +they've got a good story to tell. Anyway, I just wanted to let you know +the latest and would like to buy you dinner the 16th or 17th of this +month to catch up on things. + +Let me know." +"arnold-j/deleted_items/184.","Message-ID: <29255959.1075852694720.JavaMail.evans@thyme> +Date: Wed, 26 Sep 2001 16:28:52 -0700 (PDT) +From: jennifer.white@oceanenergy.com +To: john.arnold@enron.com +Subject: FW: RaceCarClub 2001 Party - Friday October 5 - www.racecarclub.n + et +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""White, J. (Jennifer)"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hope you can make it + + +-----Original Message----- +From: qpinfo@quieropisco.com [mailto:qpinfo@quieropisco.com]On Behalf Of +Jessica Rossman +Sent: Friday, September 07, 2001 1:20 PM +To: info +Subject: RaceCarClub 2001 Party - Friday October 5 - www.racecarclub.net + + +Rev up your engines and prepare for an evening built for speed... + +The RaceCarClub and QUIERO PISCO invite you to the third annual RaceCarClub +party co-hosted for the first time with the Texaco/Havoline Grand Prix, +Friday, October 5, 2001, from 8:00 p.m. until 1:00 a.m. at the historic Rice +Lofts. + +Celebrate Houston's 2001 Texaco/Havoline Grand Prix with the velocity for +which the RaceCarClub is known, as QUIERO PISCO and a revved up roster of +Houston's own social racing hosts steer the RaceCarClub fun at the Rice that +evening. + +The Empire Room will feature Houston's own and 2001 Houston Press Best New +Artist nominee Arthur Yoria (www.arthuryoria.com), along with the El Orbits +on the balcony and a plethora of some of downtown's hottest DJ's in the +Crystal Ballroom and five open bars with free flowing bottomless cocktails +featuring Houston hottest new Latin import, QUIERO PISCO. + +Fashionable attire is a requisite, along with your all-inclusive entrance +fee ($35 pre-sale on-line or Market Price as available at the door). To +help those effected by the bearish economy, this year we are offering a +reduced price of $25 for the first 500 tickets sold - so act fast and save a +few bucks. + +A portion of the evening's proceeds will be donated to the Muscular +Dystrophy Association. + +To make your evening and pocket stretch a little further, this year your +RaceCarClub pass waives the cover charge at the following downtown bars the +evening of the event: + + * Club 511 * Grasshopper * Prague + * 410 Shot Bar * Mercury Room * Spy + +To buy your tickets or for more information, please visit our web site at +www.racecarclub.net. If you have any questions and/or comments please feel +free to contact Martin Productions, Inc. at info@martinproductions.com or +713-223-9500. Please forward this email along to others that might enjoy the +evening. + +RaceCarClub is brought to you by QUIERO PISCO, Houston's newest spirit +imported from Latin America for your partying pleasure. + +----------------------------------------- +To unsubscribe send an email to: +requests@quieropisco.com +with +UNSUBSCRIBE QPINFO +in the BODY of the message. + + + +The information contained in this communication is confidential and +proprietary information intended only for the individual or entity to whom +it is addressed. Any unauthorized use, distribution, copying, or disclosure +of this communication is strictly prohibited. If you have received this +communication in error, please contact the sender immediately. If you +believe this communication is inappropriate or offensive, please contact +Ocean Energy`s Human Resources Department. +" +"arnold-j/deleted_items/185.","Message-ID: <31822863.1075852694744.JavaMail.evans@thyme> +Date: Mon, 24 Sep 2001 12:29:13 -0700 (PDT) +From: gcaspy@mba2002.hbs.edu +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Gad Caspy"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dear Mr. Arnold: + +Please let me know if I can call you this week at your convenient. + +Sincerely, +Gad Caspy + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, September 13, 2001 8:02 PM +To: gcaspy@mba2002.hbs.edu +Subject: RE: Potential employment opportunities with Enron + + +Gad: +Sorry for the extremely late response. Despite the fact that Eva referred +you, we would have interest in meeting with you about emplyment opps. I was +planning on going to NY in a couple weeks but at this point, I don't know. +I would highly recommend that you follow the formal recruitment program in +addition to any talks we have. Although I can recommend to make you an +offer, it is much easier if it is done in parallel with the associate +recruitment program. After the current events calm down, we can talk via +phone about my experience here and why I think there are some good +opportunities here. + + -----Original Message----- + From: ""Gad Caspy"" @ENRON + +[mailto:IMCEANOTES-+22Gad+20Caspy+22+20+3Cgcaspy+40mba2002+2Ehbs+2Eedu+3E+40 +ENRON@ENRON.com] + + + Sent: Tuesday, September 04, 2001 5:29 PM + To: jarnold@enron.com + Subject: Potential employment opportunities with Enron + + Dear Mr. Arnold: + + I was referred to you by Ms. Eva Pao. I am a second year MBA student at + Harvard Business School, writing to express interest in exploring + potential + employment opportunities with Enron. In particularly, I am interested + in + derivatives trading. + + I have attached my resume for your convenience. As you can see, my + professional experience has been in a variety of roles within financial + institutions and specifically, managing a currency trading-desk, before + starting my MBA. + + I would appreciate an opportunity to meet with you or with one of your + colleagues, on a formal or informal basis, who might be in the Boston or + NYC + areas in the next few months. + + Thank you for your time and consideration. + + Sincerely, + + Gad Caspy + + 24 Peabody Terrace # 1801 + Cambridge, MA 02138 + H (617) 876 2306 + + Harvard Business School + MBA 2002 + + - Gad_Caspy_Resume.doc << File: Gad_Caspy_Resume.doc >> + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"arnold-j/deleted_items/186.","Message-ID: <22773344.1075852694767.JavaMail.evans@thyme> +Date: Fri, 21 Sep 2001 13:39:45 -0700 (PDT) +From: steve.lafontaine@bankofamerica.com +To: jarnold@enron.com +Subject: whats up young man? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Lafontaine, Steve"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +johnny hope all is well. is ok here. new york a little stranger than normal +for obvious reasons.. wwe're trying to get back to normal. pretty stressful +cupla weeks. business has been pretty good(trading anyway) in natgas and +oil. certainly have been some changes in natgas fundamentals but too littl +too late im afraid to get bullish . market sucks and the newest shock to +macr economics im starting to think are mitigating what mite have been some +postive bullish changes like gas/oil relationship and gas shut ins. looks +shitty i think. im not as short as ive been but starting to think this witer +is waaay too high priced. just funtction timing i guess. i sold a few march +aprils again. just doesnt fit the curve and i think 80% probabitly we end +march with over 1.3 tcf in the ground. wud keep things ugle for awhile. + anyway curious your thots as always. also wanted to say hi.have a good +weekend" +"arnold-j/deleted_items/187.","Message-ID: <29752686.1075852694790.JavaMail.evans@thyme> +Date: Fri, 21 Sep 2001 13:35:15 -0700 (PDT) +From: ed.mcmichael@enron.com +To: john.arnold@enron.com, dutch.quigley@enron.com +Subject: FW: Project Cuba Status +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McMichael Jr., Ed +X-To: Arnold, John , Quigley, Dutch +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +FYI + -----Original Message----- +From: Quick, Joan +Sent: Friday, September 21, 2001 10:39 AM +To: Boyt, Eric; Schroeder Jr., Don; Rollins, Don; Proffitt, Tim; Diamond, Russell; Zivley, Jill T.; Haas, Merrill W. +Cc: Cook, Diane H.; Spence, Tricia; McMichael Jr., Ed; Fox, Craig A.; Robinson, Charles; Hudler, Shirley A. +Subject: Project Cuba Status + + +As you know, we submitted our bid this past Wednesday. Lehman did call Marshall late yesterday, and we answered their questions. They said they were going to get together with Cuba all day Monday, and will make their decision late Monday, and notify the company on Tuesday. Apparently Lehman's view is that prices are going to $1.50, and then mentioned several times that they would want to hurry up and close, before prices fall further. + +They have also called again this am to ask more questions. + +joan " +"arnold-j/deleted_items/188.","Message-ID: <25255261.1075852694813.JavaMail.evans@thyme> +Date: Fri, 21 Sep 2001 13:32:53 -0700 (PDT) +From: alex.hernandez@enron.com +To: john.arnold@enron.com +Subject: AK Steel Quotes +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Hernandez, Alex +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +John - + +Attached please find the quote sheets for AK Steel: + + + +Santiago and I are coming up now to discuss. + +Regards, + +Alex Hernandez +Enron North America +Gas Structuring +713-345-4059" +"arnold-j/deleted_items/189.","Message-ID: <1612014.1075852694837.JavaMail.evans@thyme> +Date: Thu, 13 Sep 2001 17:07:25 -0700 (PDT) +From: tim.o'rourke@enron.com +To: yevgeny.frolov@enron.com +Subject: RE: +Cc: donald.l.barnhart@accenture.com, kmcdani@enron.com, + sheri.a.righi@accenture.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: donald.l.barnhart@accenture.com, kmcdani@enron.com, + sheri.a.righi@accenture.com +X-From: O'rourke, Tim +X-To: 'mery.l.brown@accenture.com', pallen@enron.com, Arnold, John , Frolov, Yevgeny , tim.orourke@enron.com +X-cc: donald.l.barnhart@accenture.com, kmcdani@enron.com, sheri.a.righi@accenture.com +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +This looks about right. + +-----Original Message----- +From: mery.l.brown@accenture.com [mailto:mery.l.brown@accenture.com] +Sent: Friday, September 07, 2001 9:52 AM +To: pallen@enron.com; Arnold, John; Frolov, Yevgeny; +tim.orourke@enron.com +Cc: donald.l.barnhart@accenture.com; kmcdani@enron.com; +sheri.a.righi@accenture.com +Subject: + + +We have begun working on our first deliverables for the Risk Management +Simulation project. The first thing we need your sign-off on is the Target +Audience Analysis. We have defined the key characteristics of our target +audience in order to help us maintain focus as we design the simulation. + +I would appreciate it if you could review the attached document and respond +by end of day Monday, the 10th, with either your revisions or your +sign-off. Please let me know if you have any questions. + +Thank you. +Mery + +(See attached file: Target Audience.doc) +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited." +"arnold-j/deleted_items/19.","Message-ID: <30773915.1075852688707.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 16:38:41 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/04/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/04/2001 is now available for viewing on the website." +"arnold-j/deleted_items/190.","Message-ID: <14696625.1075852694862.JavaMail.evans@thyme> +Date: Thu, 30 Aug 2001 07:10:41 -0700 (PDT) +From: mrodriguez@nymex.com +To: jarnold@enron.com +Subject: Beta Test User ID +Cc: lee-kauer@enron.com, slee-kauer@nymex.com, dagistino@enron.com, + rdagistino@nymex.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: lee-kauer@enron.com, slee-kauer@nymex.com, dagistino@enron.com, + rdagistino@nymex.com +X-From: ""Rodriguez, Mildred"" @ENRON +X-To: 'jarnold@enron.com' +X-cc: Lee-Kauer, Suzy , Dagistino, Robert +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dear Mr. Arnold: + +For the ACCESS 2001 Beta Testing please log onto the ACCESS 2001 Beta +Testing web-site at http://www.nymexaccess.com + +User Name: John Arnold +User Login ID: e96 +User Password: betatest + +Please see the attached documents for instructions and information. If you +have any questions please direct them to the BETA Test Lab at 212-299-2819 +or the NCSCC at 1-800-438-8616. Thank you for your participation. + +Regards, +Mildred Rodriguez +212-299-2654 + + <> <> <> + + - AUGUST Access 2001 Client Machine Configuration0823.doc + - AUGUST NYMEX ACCESS FAQ's SYS USERS 8-23-02_.doc + - Citrix Login Memo aug22.doc " +"arnold-j/deleted_items/191.","Message-ID: <12015143.1075852694886.JavaMail.evans@thyme> +Date: Mon, 27 Aug 2001 08:09:21 -0700 (PDT) +From: steve.lafontaine@bankofamerica.com +To: john.arnold@enron.com +Subject: RE: rumours +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Lafontaine, Steve"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +i nailed this mother. unfort reduced my short on the f#$% aga and didnt +replace enuf shorts. more lost opportunity than anything. but gamma long and +vol length worked well. i called the break out luckily but conservatively. + not much hope i dont think-need hurricane shutins to avoid phys problems. +i think the phys problem come a bit earlier. last half sep when we get over +2.8 tcf. ratchets shud come in to impact by then. i hope we get to 2.50 or +less on spot-then have a n unbeleivably cold winter so next summer has a +chance. cuz man if its warm nov and dec-natgas gonna suck for alonfg time. +but then thatll help my petro positions at least. + i think the downside put shorts shud be gettiung very very nervous. and +ther eshud be alot of them + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Sunday, August 26, 2001 10:38 PM +To: LaFontaine, Steve +Subject: RE: rumours + + +wow, i missed this move. didnt realize one number meant a 30%+ swing in +the price of natty. then again, i don't know why i'm surpirsed. this is +one market that can overreact. trade extremely bearish here. have a hard +time seeing a strong bidweek. i'm looking for a bull case and having a +hard time finding one. think we have physical problems in oct? + + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"arnold-j/deleted_items/192.","Message-ID: <7941183.1075852694910.JavaMail.evans@thyme> +Date: Thu, 2 Aug 2001 11:31:35 -0700 (PDT) +From: hrobertson@cloughcapital.com +To: john.arnold@enron.com +Subject: RE: Hello! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Robertson, Heather"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Aren't you used to me popping in every few years by now?? And are you +calling me wacky?? =) + +Basically, I just started working for a new-ish hedge fund in Boston with +Chuck Clough, the former Chief Investment Strategist for Merrill. I got a +random phone call yesterday from a woman who is just starting a hedge fund +here in Boston. She had heard I was in town and has been trying to get a +hold of me to help her start her hedge fund. She finally got my number from +someone, who told her I had already started working with Chuck. I'm not +sure why she called me anyway, but she basically tried to convince me what a +great opportunity it would be to work with her and her ""team."" + +The only person on her ""team"" that she described was Jeff Gossett. She said +that she and her husband had hired him out of Southwest Texas undergrad and +he had stayed with her first fund for four years (which she subsequently +sold) until Enron recruited him away. The stories of the recruitment seemed +a bit wild, like using private jets to fly him to Europe. Anyway, she said +that he had quit Enron two weeks ago to join her in this new hedge fund. +Having never heard of him and thinking she seemed to be a bit of a crackpot, +I was wondering if it was true. I would never leave this opportunity, even +if she offered me the world, but I have friends who really want to break +into hedge funds, so I was doing some due diligence on their behalf. + +Does it sound like the same guy? + + + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Thursday, August 02, 2001 12:58 PM +To: HRobertson@cloughcapital.com +Subject: RE: Hello! + + +Hey, +Surprised to hear from you. jeff is in charge of nat gas operations and +reports to sally beck who is in charge of all back office ops. as of this +morn, he is still here. i've heard some wacky enron rumors before but +this one is pretty good. where'd you hear this? + + -----Original Message----- + From: ""Robertson, Heather"" @ENRON + +[mailto:IMCEANOTES-+22Robertson+2C+20Heather+22+20+3CHRobertson+40cloughcapi +tal+2Ecom+3E+40ENRON@ENRON.com] + + + Sent: Wednesday, August 01, 2001 1:57 PM + To: Arnold, John + Subject: Hello! + + > How are ya?! + > + > Question: ever hear of a guy named Jeff Gossett (sp?) at Enron? + Supposed + > to be high up, but quit two weeks ago? Maybe even reported to + Skilling? + > Lemme know what you know... + > + > We should catch up, eh? =) + > + > + > Heather Lockhart Robertson + > Clough Capital Partners, LP + > 260 Franklin Street + > Boston, MA 02110 + > P: 617-204-3409 + > F: 617-204-3434 + > + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"arnold-j/deleted_items/193.","Message-ID: <21493244.1075852694933.JavaMail.evans@thyme> +Date: Tue, 4 Sep 2001 15:28:52 -0700 (PDT) +From: gcaspy@mba2002.hbs.edu +To: jarnold@enron.com +Subject: Potential employment opportunities with Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Gad Caspy"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dear Mr. Arnold: + +I was referred to you by Ms. Eva Pao. I am a second year MBA student at +Harvard Business School, writing to express interest in exploring potential +employment opportunities with Enron. In particularly, I am interested in +derivatives trading. + +I have attached my resume for your convenience. As you can see, my +professional experience has been in a variety of roles within financial +institutions and specifically, managing a currency trading-desk, before +starting my MBA. + +I would appreciate an opportunity to meet with you or with one of your +colleagues, on a formal or informal basis, who might be in the Boston or NYC +areas in the next few months. + +Thank you for your time and consideration. + +Sincerely, + +Gad Caspy + +24 Peabody Terrace # 1801 +Cambridge, MA 02138 +H (617) 876 2306 + +Harvard Business School +MBA 2002 + + - Gad_Caspy_Resume.doc " +"arnold-j/deleted_items/194.","Message-ID: <23497898.1075852694956.JavaMail.evans@thyme> +Date: Thu, 5 Jul 2001 12:56:41 -0700 (PDT) +From: sarah.mulholland@enron.com +To: jennifer.fraser@enron.com +Subject: RE: coal and gas calculations +Cc: john.arnold@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com +X-From: Mulholland, Sarah +X-To: Fraser, Jennifer +X-cc: Arnold, John +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +As for Fuel Oil, it doesn't seem to be working to hold the switching demand like we thought it would. Prices are coming off but with Natty not moving much in the past few days it has made little effect. On Mon seeing FP&L selling almost 500,000 bbls of NYh 1% in Aug and Sep. Mirant has been out the whole week buying and the utilities are also long Cal 02, Cal 03 but have yet to dump it. Seeing utilities switch in the NYC region, even though prices are slowly coming off. Woudl expect if you get heat to see some utilities use their storage and burn some fuel but unless Natty goes back up to 4 ish I think we may be off the mrkt for a little bit here. Watchign for signs that may come back on after summer. Additional issue being that demand as a whole is very weak, so even w/o Natty at such low levels, we would be just a weak. As of tonight: + +NYH Jul 19.00/bbl = 3.025 (w/o taxes and transport, right off the barge) + + -----Original Message----- +From: Fraser, Jennifer +Sent: Thursday, July 05, 2001 2:37 PM +To: Arnold, John +Cc: Mulholland, Sarah +Subject: coal and gas calculations + +coal (EAST +45$/t + 10$ freight = 55$ +12,000btu/lb +therefore 55/(12*2)= 2.29/ MMBTU + +heat rate 10 +therfore 22.90/MWH + + +nagural gas (NYMEX) +3.14 + +most efficient new gen heat rate 7.0 + +therefore 21.98/mwh + + +all back of the envelope--but when we get heat will gens increase coal (push limits)--or will gas become more of the baseload +" +"arnold-j/deleted_items/195.","Message-ID: <27075580.1075852694981.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 16:01:27 -0700 (PDT) +From: ravi.thuraisingham@enron.com +To: john.arnold@enron.com +Subject: RE: Neural Networks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Thuraisingham, Ravi +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, I can cover that time frame. I will call you around 3:30 or just drop by if its okay with you. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 5:58 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +Any time tomorrow afternoon around 3 or 4:45 to discuss? + + -----Original Message----- +From: Thuraisingham, Ravi +Sent: Wednesday, October 03, 2001 6:29 PM +To: Arnold, John +Subject: RE: Neural Networks + +John, here is a power point slide that provides a draft outline of the problem at hand. It is very draft in nature but I wanted to get the working version over to you ASAP. I wanted to get this discussion going via written format so that I (or others who may implement this) can stay focused on what you want and not get into broader research, etc.... + +I think I can put a model together if we can define what parameters, the interface (levers) and model (transfer functions) to use that would be useful for you as phase I product. + +I will fire off updates to this document as I make them. If you have a spec doc or ideas that you want to hand write on a print out, please do so and I will update the document. + +I will like to make sure that I am on the same page before beginning to code the program and to start linking to additional moths (month 2, 3, ..) and different curves, etc. + +My Job search has gone well with the Crude desk and I am waiting compensation indication from them to make my decision. Also, Kevin Presto feels that I could potentially help his power group with new market or spread trading. John Suarez is a director who came from the power desk to EBS is going back to work for Kevin Presto. I may have an opportunity to build the southeast market by supporting John. + +I am very grateful that I met you and other key Enron traders during this job search. + + + << File: Neural Ideas.ppt >> + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 01, 2001 3:47 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +not necessarily looking for predictive power. that's a 3 year project. just for market making skillset. The work that Dave Forster did was just for front month. That creates month 1. Then, similar logic has to create a month 1/month 2 spread to create a month 2 outright market. Same for month 2/ month 3 to create month 3. There might be 24-36 individual markets to create a forward curve. Sometimes month 1 has correlation to the month 1/ month 2 spread. Sometimes it does not. Must create a system that is mechanical but very easy for a human to add bias. + + -----Original Message----- +From: Thuraisingham, Ravi +Sent: Monday, October 01, 2001 10:20 AM +To: Arnold, John +Subject: Neural Networks + +John, I just wanted to give you heads up that I did look into the subject system to learn from what your trading activities and then figure ways to automate some aspects of you daily activities. I will try to send you a few power point slides showing my initial thoughts on the system. + +It appears that neutral network (AI is a subset of this class of learning systems) type of model that takes input from all available sources (including actual market feedback, weather and other fundamentals) and uses curve building functions and other existing tools as transfer functions, along with your own thinking (your processing functions that your neurons are wired up to do), could help the neural network to learn and eventually provide the necessary predictive power. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com" +"arnold-j/deleted_items/196.","Message-ID: <27624071.1075852695009.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 20:53:38 -0700 (PDT) +From: no.address@enron.com +Subject: GMAT Review available at Enron +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: The Princeton Review@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +GMAT REVIEW AT ENRON + +The next GMAT review course at Enron will begin the week of October 15th. +Two schedules are being offered: + Course # 7129-00: Tuesdays, Oct 16 - Dec 11 (no class Nov 20) + Course # 7129-01: Thursdays, Oct 18 - Dec 13 (no class Nov 22) +PLEASE NOTE that the two schedules are not interchangeable; employees should +enroll in their preferred schedule and stick to that schedule. + +Course details: + - Class is held at Enron in room ECN560 and is restricted to Enron employees + - Each course is limited to eight students + - Meets once a week for eight weeks + - Hours are 6:00-9:00 PM (first session will run til 10:00 pm to + include initial exam) + - Expect 4-5 hours of homework per week + - Course includes a total of four practice GMAT exams + - Ends the second week of December, allowing employees to take the + GMAT in December and meet a January application deadline. + - Special discount of $200 off the regular Princeton Review tuition +Enron has allowed this program to be hosted in the Enron Building for convenience of its employees. Individuals are responsible for paying their own fees. Financial support from Enron is at manager's discretion and is subject to the usual tuition reimbursement constraints around budget and relevance to organizational performance. + + +HOW TO ENROLL: + 1. Print out the attached registration form. + 2. Complete the form, but please note the following + SPECIFIC INSTRUCTIONS: + A. Fill out the student information completely, including + your email address. + B. In the Enrollment section, where it says ""Please enroll + me in GMAT Class Size-8 Course # _________"", + please indicate either course #7129-00 (Tuesdays) or # 7129-01 (Thursdays). +If you wish, you may indicate one course as your first choice and the other as your second choice. + C. In the Payment section: For the course at Enron, the + tuition is discounted by $200, to $899. + FULL PAYMENT of this amount by credit or debit card is required on the registration form. + Be sure to indicate complete cardholder information. + 3. Fax the completed form to Princeton Review at (713) 688-4746. + +Faxes are time-stamped by the receiving fax machine at Princeton Review. +The first eight valid registration forms received for each course will be honored. +Registrations received after the first eight will be placed on awaiting list for the course or courses indicated. +Enrollments and waitlists will be confirmed by email. + +Employees who are not able to take the course at Enron can take a course at +the Princeton Review office at the same $200 discount. +The next courses at the Princeton Review office start the week of October 20. +Call (800)2REVIEW to register or for future schedules. + +IMPORTANCE OF THE GMAT: + The GMAT score is a critical part of your application to business +school. Indeed, in many cases, it is the single most decisive statistic +that admissions offices use in evaluating applicants. While work +experience, GPA, essays, and interviews are all important components of your +application, the GMAT is the one objective factor that you can substantially +improve in a short period of time. + +THE TEXAS MBA TOUR: + All interested Enron employees are invited to attend the Texas MBA +Tour, which will be in Houston on Wednesday, January 23. The Texas MBA Tour, +of which The Princeton Review is a partner, is a group of six business +schools that host a joint MBA panel discussion and admissions fair. The +participating schools are Texas, Rice, SMU, Baylor, TCU, and Texas A&M. The +Princeton Review has agreed to handle registration for the event, so call +(800) 2REVIEW to register. + +http://home.enron.com:84/messaging/gmatregform.pdf" +"arnold-j/deleted_items/197.","Message-ID: <18643775.1075852695043.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 05:24:24 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts 10/11 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude30.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas30.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil30.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded30.pdf + +Nov WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clx-qox.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG30.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG30.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL30.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/198.","Message-ID: <14642393.1075852695077.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 05:56:42 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +COMPANIES & FINANCE INTERNATIONAL - Enron to axe 500 in attempt to boost profits. +Financial Times (U.K. edition), 10/11/01 +Houston Chronicle Jim Barlow Column +KRTBN Knight-Ridder Tribune Business News: Houston Chronicle - Texas, 10/11/01 +India: Greenfield Shipping rejects German bailout offer +Business Line (The Hindu), 10/11/01 +CM rejects NCP plea for probe into Enron dispute +The Times of India, 10/11/01 + +Former Enron Broadband Services Asia CEO Joins Droplets Board +Bloomberg, 10/11/01 + +AEP Puts Wholesale Operation Behind Growth Targets +Dow Jones Energy Service, 10/10/01 + + + + +COMPANIES & FINANCE INTERNATIONAL - Enron to axe 500 in attempt to boost profits. +By JULIE EARLE. + +10/11/2001 +Financial Times (U.K. edition) +(c) 2001 Financial Times Limited . All Rights Reserved + +Enron, the US energy group and trader, yesterday confirmed it would cut 500 jobs, or 10 per cent of its European workforce, in an attempt to improve profits. +Ken Lay, Enron's chairman, is under pressure to restore the company's share price, which has slid more than 60 per cent in the past 12 months. +The cuts, flagged last week, will scale back operations Mr Lay had previously said would be critical to the company's future growth. John Sherriff, Enron Europe's president, said business continued to grow in Europe in terms of traded volumes and numbers of transactions, but the company was ""seeking ways to do more with less in order to maintain earnings growth"". +Enron Europe has 5000 employees. Mr Sherriff said the headcount would be cut by between 5 and 10 per cent, and the company hoped to achieve this through voluntary severance. +Gordon Howald, an energy analyst at Credit Lyonnais Securities in New York, said Enron had been criticised over its strategy to increase cash flows. +""They are trying to slash their workforce and are selling Portland General Electric. This is good timing. When financials are under pressure, it probably makes good sense,"" he said, adding there had been rumours of US job cuts, outside of the previously announced Broadband division job cuts in July. +Enron yesterday denied there were further job cuts planned in the US. +Last week Enron said it had agreed to sell the electricity utility Portland General Electric to Northwest Natural Gas for $1.8bn, a disposal it had been planning for some time. +Enron shares closed $1.81, or 5.4 per cent, higher at $35.20 in New York yesterday. +(c) Copyright Financial Times Ltd. All rights reserved. +http://www.ft.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Houston Chronicle Jim Barlow Column +Jim Barlow + +10/11/2001 +KRTBN Knight-Ridder Tribune Business News: Houston Chronicle - Texas +Copyright (C) 2001 KRTBN Knight Ridder Tribune Business News; Source: World Reporter (TM) + +In college, they call it grading on the curve. In business, it's known as forced ranking. +In both cases, regardless of performance, someone's going to fail. The practices reward those who perform better than their peers. That's the American way. +But they also can punish those doing good work -- just not as good as others. In college, grading on the curve means failing a course despite learning the material and either being forced to repeat it or flunking out. In business, forced ranking means that every year some arbitrary number -- often 10 percent -- get put on notice that they must improve. Or sometimes they get fired. +Traditionally, business has used competency-based evaluations of employees. That is, can they do the work? Forced ranking sets up a totem pole. Everyone has a place on that pole, from the top to the bottom. +And the pole gets chopped off from the bottom. +About 20 percent of American companies use forced ranking, according to an article on the subject in the Harvard Management Update, a newsletter from the publishing arm of the business school. +Some companies used forced ranking only for top managers. Others use the system for all managers, or all exempt employees who are not on hourly wages. +Some of the most admired companies use the process -- General Electric, for example. Here in Houston, Enron uses a five-point scale with 15 percent in the bottom ranking. +Proponents of forced ranking say it makes managers confront a perennial problem: that of low-performing managers and employees. +Not only do the low performers cause problems now. If they neither improve nor leave, they block promotion for people who might do a better job. +Productivity and morale sag. Fewer top people want to join the company. The best performers leave. +In what seems to be the endless American cycle of hiring and layoffs, forced ranking also gives managers some objective criteria to use when it's once again time to let people go. +But forced ranking also can raise the usual cries of discrimination that any ranking system brings. At Microsoft, an African-American plaintiff sued, claiming his low ranking came because of his race. At Ford Motor Co., which has dropped forced ranking, the charges of discrimination came from middle-aged white males. +Forced ranking has provided a much-needed boost at some companies -- ones that have not confronted performance problems of managers over the years. +Still, after a few cycles of forced ranking, companies must decide what's next. So you've weeded out the slackers. You've helped those who needed help to improve their performance. Overall, the company is doing a much better job of getting the products or services out the door. +Inevitably, companies will reach a point of diminishing returns. If every manager or exempt employee is at least competent at his or her job, is it really worth it to rate and arbitrarily fire 10 percent or so of them every year? +Sure, that's going to keep everyone on their toes as they scramble to keep their jobs. But it may not be all that good in encouraging teamwork. +And, as France's army found in World War I, the practice of decimation -- arbitrarily shooting 10 percent of your own troops to encourage the others to fight harder -- does not tend to raise morale. +Forced ranking also seems to me to be based on the wrong premise -- that is, that companies need to be filled with high-performance people from top to bottom to succeed. +That may not necessarily be true. Every organization really needs a mix of people. For example, organizations need a leavening of malcontents. They stir up things, get people thinking, challenge assumptions. Yet an organization composed of nothing but malcontents won't work. +Sure, every company needs top performers. They are the yeast that causes the organization to rise. But companies also need the steady and the sturdy and people with limited imagination to take care of the millions of details that must be faced every day. +It's the equivalent of taking out the trash. It's not inspiring work, but unless it gets done, it gets smelly. +Comments? Telephone 713-220-2000 and touch code 1000. Send e-mail to jim.barlow-chron.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +India: Greenfield Shipping rejects German bailout offer + +10/11/2001 +Business Line (The Hindu) +Fin. Times Info Ltd-Asia Africa Intel Wire. Business Line (The Hindu) Copyright (C) 2001 Kasturi & Sons Ltd. All Rights Res'd + +NEW DELHI, Oct. 10 IN a fresh twist to the crisis facing the $220-million LNG shipping deal for Dabhol Power Company, German-based KG Finance Group has made a proposal to the promoters of Greenfield Shipping Company to bail out the project. +""The promoters of Greenfield Shipping Company, however, rejected the proposal ab initio,"" sources familiar with the developments told Business Line. +The bailout proposal was made by the German agency during discussions held in London recently between the representatives of the three promoters (Mitsui O.S.K. Lines, SCI and Atlantic Commercial Inc) and the lending consortium led by ANZ Investment Bank. +As per the offer, the KG Finance Group would facilitate the completion of the 137,000-cubic-metre capacity tanker to be used for transporting LNG from Oman to Enron's power plant at Dabhol. +The LNG carrier would be converted into a German asset by bringing it under a special purpose vehicle (SPV) registered in Germany. The tanker would be operated by German crew. +The Greenfield Shipping Company is registered in the Cayman Islands and would fly a Maltese flag. The German entity had also proposed to tie up finances for the entire arrangement through a mix of public and private funding. +KG Finance Group was of the view that the Greenfield Shipping Company had paid an ""unbelievably higher price"" for the LNG tanker by contracting it a rate of $220 million. In its reckoning, the vessel building price was at least $15 to 20 million higher than the market price prevailing then. +Against this backdrop, KG Finance Group had told the representatives of the Greenfield Shipping Company assembled in London that the tanker would fetch not more than $65,000 per day as charter hire rates, the sources said. This was against the charter hire rate of $98,600 per day agreed with Dabhol Power Company. +The German agency had also said that it would charge a commission of 3 per cent for finalising the deal. +The proposal was turned down by the promoters of Greenfield Shipping Company on the grounds that transferring the asset from a Maltese flag to a German flag would deprive the tanker of depreciation benefits. +""Besides, the project will not break even at a charter hire rate of $65,000 per day,"" the sources said. +The offer made by KG Finance Group comes in the wake of a crisis facing the promoters of the LNG shipping project after the lenders suspended the last tranche of the project loan of $55 million, citing an event of default. +The project promoters will not be able to take possession of the LNG carrier if the remaining project cost of $55 million is not paid to the shipbuilding yard. The crisis has been compounded by the fact that Enron is planning to exit from the project by selling its 20 per cent stake in the venture. +While various permutations and combinations have been discussed between the joint venture partners, nothing has taken a concrete shape so far, dragging the venture into deeper uncertainty. +While making its offer, the German entity had drawn attention to the not-so-rosy LNG market globally. The LNG vessel prices are now ruling at about $165 million. +""Besides, about 24 LNG vessels are lying idle world- over. Even two new vessels delivered recently are lying idle without any commitment to charter,"" the sources said, pointing to the bleak scenario prevailing at the moment which has steeply driven down the charter hire rates for LNG ships. +P. Manoj + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +CM rejects NCP plea for probe into Enron dispute + +10/11/2001 +The Times of India +Copyright (C) 2001 The Times of India; Source: World Reporter (TM) + +MUMBAI: Maharashtra chief minister Vilasrao Deshmukh has rejected a demand by the Nationalist Congress party (NCP) for reconsideration of a judicial probe being set up into the Enron controversy. +Mr Deshmukh told a press conference here on Wednesday, ``As far as we are concerned, the issue of a judicial probe into Enron is over.'' +Deputy chief minister Chhagan Bhujbal, sitting adjacent to him, kept mum when Mr Deshmukh's attention was drawn to the demand by the NCP, the principal partner of the ruling Democratic Front. +NCP president Sharad Pawar had stated at a public meeting last week that his party would not be responsible if the state had to pay arbitration costs to Enron running into hundreds of crores of rupees. Similarly, NCP spokesman Vasant Chavan had alleged that the decision to institute the judicial probe needed to be reconsidered. +Mr Deshmukh's outright rejection of the demand could be another reason for tension between the Congress and the NCP, sources said. +Hiking of water supply charges by the DF government is another major issue that has been hanging fire. Maharashtra Pradesh Congress committee president Govindrao Adik and other leaders had attacked the government's decision to the hike. When Mr Deshmukh was asked to state the government's response, he announced that the matter would be referred to the DF coordination committee. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Former Enron Broadband Services Asia CEO Joins Droplets Board +2001-10-11 08:30 (New York) + +Former Enron Broadband Services Asia CEO Joins Droplets Advisory +Board + +Sanjay Bhatnagar Brings Extensive International And Infrastructure +Experience + +NEW YORK, NY -- (INTERNET WIRE) -- 10/11/01 -- Droplets, a leading +Internet software platform and solutions company, today announced the +appointment of Sanjay Bhatnagar to its Board of Advisors. He joins +current and former technology and management authorities from AT&T +(NYSE: T), Hanseatic Corp., McKinsey & Co. and Philips Consumer +Electronics (NYSE: PHG). + +As CEO of Enron Broadband Services (NYSE: ENE) for the Middle East and +Asia, Bhatnagar was responsible for developing Enron's +telecommunication businesses in the region, including bandwidth +trading, optical fiber networks, Internet data centers and the +on-demand video and entertainment businesses. + +""IT managers worldwide are looking for ways to reduce costs while +business managers are looking for ways to maintain and enhance +customer relationships and experience,"" said Sanjay Bhatnagar. +""Technology solutions from companies like Droplets can play a +significant role in helping both revolutionize the business customer +relationship and help customers transact speedily and cost +effectively on the Internet. I am most excited to be part of +Droplets, one of the companies leading the transformation of the +Internet in its second phase."" + +Bhatnagar gained recognition for his efforts, as Chairman and CEO of +Enron South Asia, when the Government of Maharashtra in India +cancelled a $2.8 billion LNG power plant with Enron. Bhatnagar +worked with the Government, lenders and other stakeholders to +resuscitate the project and led the $2 billion financing for the +second phase of the Dabhol Power Plant, which eventually became the +topic of a Harvard Business School case study. + +""Sanjay has a unique perspective which we think will have a tremendous +impact on Droplets,"" said Philip Brittan, Droplet, Inc. President and +CEO. ""He has extensive experience with large corporate +infrastructure installations and knows first hand what companies, +particularly in emerging markets, are facing as they create and +extend Internet applications to customers, employees and suppliers."" + +Prior to Enron, Bhatnagar worked for Schlumberger (NYSE: SLB) as an +engineer and manager in several Southeast Asian countries including +Brunei, Singapore, Thailand, Philippines, Malaysia and Indonesia. +Sanjay received an MBA from Harvard University, a Master's degree in +Petroleum Engineering from Stanford University and a Bachelor's +degree in Mechanical Engineering with distinction from the Indian +Institute of Technology. + +Bhatnager will be joining the Droplets business development team at +Forrester's Executive Strategy Forum, ""The X Internet: The Next +Voyage,"" November 7-9 in Boston, Massachusetts. For more information +on Forrester Research and the X Internet, visit +www.forrester.com/Events/Overview/0,5158,309,00.html + +About Droplets + +Droplet, Inc. (""Droplets"") is a software platform company that enables +software vendors, developers and consulting firms to create +Internet-based applications with full desktop software functionality, +while maintaining central server administration and control. Droplets +feature a more intuitive, responsive user interface, and can be +distributed and accessed through email, from a Web page or desktops. +Enterprises license Droplets solutions, or write Droplets in Java and +C++. For more information, visit www.droplets.com + +Contact: Bill Power +Phone: 212-691-0080, x140 +Email: bpower@droplets.com + + + +AEP Puts Wholesale Operation Behind Growth Targets +By Jon Kamp +Of DOW JONES NEWSWIRES + +10/10/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +COLUMBUS, Ohio -(Dow Jones)- Top officials from American Electric Power Co. (AEP) outlined the utility's growth objectives in a conference with financial analysts Wednesday, emphasizing its plan to lean on wholesale operations for future growth. +AEP also noted how a planned corporate separation plan, expected to wrap up by the end of 2001 pending regulatory approval, will help by separating and clearly defining the company's unregulated operations. +""That is clearly going to be the major growth driver for AEP,"" said Henry Fayne, executive vice president at AEP and the newly-named head of the company's regulated operations. Fayne is also the outgoing chief financial officer at AEP. +AEP officials said the company is targeting 8% earnings per share growth on a year-to-year basis for an undefined period. Because regulated utility operations are typically a slow-growth business, AEP expects wholesale operations to increase their contribution to earnings by at least 10% each year going forward. +On a shorter term basis, Fayne reiterated AEP's guidance for 2001 earnings in the $3.50 to $3.60 a diluted share range. A poll of 12 analysts by Thomson Financial/First Call, by comparison, shows the company earning $3.59 a diluted share for the year. +AEP also maintained its 2002 earnings guidance, though it said a planned power plant acquisition announced this week should boost results by at least six cents. The company said Monday that it plans to buy two 2,000 megawatt coal-fired power plants in the U.K. from Edison International's (EIX) Edison Mission Energy unit for $960 million. +With that deal, 2002 earnings should fall into the $3.80 to $3.90 a diluted share range, Fayne said. A Thomson Financial/First Call poll of 13 analysts puts 2002 earnings at $3.88 a diluted share. +To achieve its longer term targets, AEP plans to lean heavily on its expanding wholesale trading operations. Currently, the company is the second largest wholesale electricity trader in the U.S. after Enron Corp. (ENE), and it ranks in the top ten in natural gas trading. +The company expects to become a top-five natural gas trader as early as the fourth quarter this year, and to continue expanding electricity trading as the market evolves. And the company's aggressive growth plans shouldn't be deterred by current weakness in natural gas prices, or by wholesale power prices that are barely above generation costs in key U.S. markets, said Eric van der Walde, executive vice president of marketing and trading at AEP. +The company continues to move into new markets and to use sophisticated analysis to devise market strategies, and because it isn't simply trying to sell electricity above cost, it isn't held back by sluggish markets, van der Walde said. +""It's not negative for us to have markets where the prices are declining,"" he said. +Fayne also noted that the performance at AEP's fleet continues to improve, which effectively adds more megawatts to its portfolio. Power plants in the company's eastern Midwest base, where it operates nearly 24,000 megawatts of power, ran at 91.8% capacity in 2001, up from 87.6% capacity a year ago. The company expects continued improvement for 2001. +Aside from the U.K. power plant acquisition plan announced this week, AEP said it remains open to other future power plant purchases. Though the company doesn't believe it needs to always own power plants in areas where it markets power, like the West Coast, owning assets in those areas can still be helpful, said E. Linn Draper, AEP's president and chief executive. +""We would be open to the idea of trading something here for something somewhere else,"" Draper said. ""Nothing is sacred in terms of the portfolio. Anything is fair game."" +The company does plan in the near term to hold on to its large Cook nuclear plant, a 2,110-megawatt generator in Michigan that regained full operations at the beginning of 2001 after a three-year outage, Draper said. But because there has been so much consolidation in the nuclear power industry, the company is open to considering some method of outside management that might allow it to share resources with other nuclear utilities. +-By Jon Kamp, Dow Jones Newswires; 312-750-4129; jon.kamp@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/199.","Message-ID: <6497866.1075852695101.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 05:31:54 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-11-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-11-01 Nat Gas.doc " +"arnold-j/deleted_items/2.","Message-ID: <4407907.1075852688300.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 11:34:12 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Roadrunner +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Has anyone contacted you yet regarding installing your roadrunner service? Let me know so I can get a definite schedule time today. + +-Ina" +"arnold-j/deleted_items/20.","Message-ID: <9183989.1075852688747.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 15:59:06 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/04/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/04/2001 is now available for viewing on the website." +"arnold-j/deleted_items/200.","Message-ID: <23517174.1075852695125.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 06:57:07 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +i am planning on it + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 11, 2001 9:46 AM +To: Abramo, Caroline +Subject: + +If you have blackberry, keep me informed about pira" +"arnold-j/deleted_items/201.","Message-ID: <15496164.1075852695149.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 06:58:36 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +its in 10 minutes.. the gas piece + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 11, 2001 9:46 AM +To: Abramo, Caroline +Subject: + +If you have blackberry, keep me informed about pira" +"arnold-j/deleted_items/202.","Message-ID: <28090120.1075852695172.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:32:06 -0700 (PDT) +From: melissa.ginocchio@idrc.org +To: idrc.houston.chapter@mailman.enron.com +Subject: Dallas World Congress-Houston Chapter Reception Center +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Melissa Ginocchio @ENRON +X-To: IDRC.Houston.Chapter@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Please see the attachment for the IDRC Texas World Congress - +Houston Chapter Reception Center. Thank you and hope to see +you there. + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: Houstoninvited3.doc + Date: 11 Oct 2001, 11:20 + Size: 26112 bytes. + Type: Unknown + + - Houstoninvited3.doc " +"arnold-j/deleted_items/203.","Message-ID: <33356119.1075852695200.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 09:45:41 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09Log In | Sign Up | Account Mgt. | Insight Center = +=09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAGE]= +=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE]The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,386.65[I= +MAGE]145.791.57% NASDAQ1,678.35[IMAGE]52.093.20% S?5001,093.99[IMAGE]131.20= +% 30 Yr53.62[IMAGE]0.090.16% Russell430.20[IMAGE]8.542.02%- - - - - MORE [= +IMAGE][IMAGE] Enter multiple symbols separated by a space[IMAGE] [IMAG= +E]=09 =09 [IMAGE] Economic Calendar Date Release 10/11 Export Price= +s ex-ag. 10/11 Import Prices ex-oil 10/12 Core PPI 10/12 PPI 10/12 Retail S= +ales - - - - -MORE [IMAGE][IMAGE] [IMAGE][IMAGE]Qcharts =09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 There are three ingredients in the = +good life: learning, earning and yearning.: Christopher Morley =09[IMAGE]= +=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/11/2001 12:05 = +ET Symbol Last Change % Chg [IMAGE] SSTI8.56[IMAGE]2.2836.30%[IMAGE] GEN= +XY2.44[IMAGE]0.6838.63%[IMAGE] CMGI1.59[IMAGE]0.4640.70%[IMAGE] CFLO1.64[IM= +AGE]0.3527.13%[IMAGE] TXCC4.54[IMAGE]0.9626.81%[IMAGE] TRMB17.55[IMAGE]3.86= +28.19%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. o= +therwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of th= +e Day! Q. Linda Yoos asks, ""How do I make sure I pick a broker with a good = +reputation and credentials?""It's definitely a good idea to take some time i= +n selecting a........ MORE [IMAGE] Do you have a financial question?Ask ou= +r editor - - - - -VIEW Archive [IMAGE][IMAGE] [IMAGE]=09 =09=09=09=09[= +IMAGE] [IMAGE] Market Outlook Time Heals By:Adam Martin The indexes= + continue to soar as the trading day continues as both the DJIA and the NAS= +DAQ are adding on substantial gains to yesterday's rally one month after th= +e terrorist attacks on Washington DC and New York. The good news from corp= +orate America continues to trickle in, as does reports of success on this f= +ifth day of bombing raids on Afghanistan. Traders liked what they heard fr= +om companies such as Etrade and Genentech, and although Yahoo! made some gl= +oomy comments about the market and announced layoffs, they did meet Wall St= +reet expectations for earnings. Traders also like the economic stimulus pr= +ogram in the works, and seem confident that steps being taken will help bri= +ng recovery sooner rather than later. After a substantial decline in the w= +ake of the tragedy on September 11th, stocks have made their way back to le= +vels approaching pre-attack prices. Still, some analysts remain cautious t= +hat we're not out of the woods just yet, and some discouraging earnings new= +s may yet dampen traders spirits in the coming sessions. - - - - -MORE Brea= +king News [IMAGE][IMAGE] [IMAGE]=09[IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Thursday Take a Breath and Review Y= +our SituationEven in the absence of disaster, very few people know where al= +l their assets are invested, what insurance they have, what debt they owe a= +nd what they spend. While for everyone such knowledge is important, in time= + of tragedy it is crucial.More [IMAGE] [IMAGE]=09 =09 [IMAGE] Stoc= +ks to Watch Akamai posts loss, to cut 25 pct of staff Internet content d= +istributor Akamai Technologies Inc. (NASDAQ:AKAM) posted Thursday a narrowe= +r-than-expected third-quarter loss, boosted by a 57 percent surge in revenu= +e and significant cost controls. GE's 3rd-quarter net up 3 percent; revenue= +s fall General Electric Co. (NYSE:GE), a global powerhouse whose operations= + include aerospace, finance and broadcasting, on Thursday posted a 3 percen= +t rise in third-quarter profits as its power systems business helped offset= + the effect of a weak economy on other divisions. Ford cuts dividend for fi= +rst time since '91 Ford Motor Co. (NYSE:F) cut its dividend for the first = +time in a decade on Wednesday, highlighting what its top executives called = +the ""many difficult challenges"" for the company amid economic fallout from = +the Sept. 11 attacksGenentech third-quarter earnings rise 22 pct Genentech = +Inc. (NYSE:DNA), the world's second-largest biotechnology company, on Wedne= +sday posted a 22 percent increase in third-quarter earnings before charges,= + at the upper end of Wall Street estimates, driven by higher sales of its a= +ntibody-based cancer drugs.E-Trade Q3 operating profit up 29 pct Online bro= +kerage E-Trade Group Inc. (NYSE:ET) on Wednesday said its third-quarter ope= +rating profit rose 29 percent, beating Wall Street estimates, as tight cost= + controls helped offset the effect of sharply lower customer stock trading.= +- - - - -MORE Breaking News [IMAGE][IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News SSTI News Hot stocks highl= +ights - Oct. 11 Reuters: 10/11/2001 09:50 ET UPDATE 1- After The Bell - E-T= +rade, Yahoo! lead gains Reuters: 10/10/2001 18:05 ET Silicon Storage says Q= +3 earnings to beat estimates Reuters: 10/10/2001 16:34 ET- - - - -MORE [IMA= +GE] GENXY News Genset spikes up on equity funding talk Reuters: 10/10/200= +1 11:37 ET Daniel Cohen is Named Director General of Scientific Strategy o= +f Genset S.A. BusinessWire: 09/24/2001 02:15 ET Daniel Cohen Is Named Direc= +tor General Of Scientific Strategy of Genset S.A PR Newswire: 09/24/2001 01= +:01 ET- - - - -MORE [IMAGE] CMGI News NetTrends: Will Internet advertisin= +g business ever recover? Reuters: 10/10/2001 12:43 ET uBid Reports Record G= +rowth; Continued Increases in Major Site Metrics and New Programming Interf= +ace Strongly Position Company for Upcoming Holiday Season BusinessWire: 10/= +09/2001 10:03 ET Engage Targets L90 and Real Media Customers with Promotion= + to Migrate to Engage AdManager or AdBureau BusinessWire: 10/04/2001 13:09 = +ET- - - - -MORE [IMAGE] CFLO News CacheFlow Furthers Leadership with Secu= +re Content Delivery for the Enterprise; cIQ Architecture Offers Advanced Se= +curity Features for Enterprise CDNs BusinessWire: 09/26/2001 08:40 ET REPEA= +T/Ingrian Networks and Netegrity Partner to Deliver the First Secure Conten= +t Networking Platform With Complete Authentication and Access Control Busin= +essWire: 09/21/2001 13:54 ET Ingrian Networks and Netegrity Partner to Deli= +ver the First Secure Content Networking Platform With Complete Authenticati= +on and Access Control BusinessWire: 09/18/2001 09:04 ET- - - - -MORE [IMAGE= +] TXCC News UPDATE 1 After The Bell - Techs steady, Lam up Reuters: 10/09= +/2001 18:57 ET After The Bell - Lam, American Express gain Reuters: 10/09/2= +001 16:57 ET TranSwitch sets new broadband alliance with Samsung Reuters: 1= +0/09/2001 16:45 ET- - - - -MORE [IMAGE] TRMB News Trimble Navigation rais= +es Q3 profit forecast Reuters: 10/11/2001 07:22 ET Trimble Announces Signif= +icantly Better than Expected Preliminary Fiscal Third Quarter Earnings PR N= +ewswire: 10/11/2001 06:32 ET Advisory: Trimble to Host Webcast of Third Qua= +rter 2001 Financial Results PR Newswire: 10/04/2001 16:44 ET- - - - -MORE [= +IMAGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.comU N S U= + B S C R I B EThe Daily Quote is the free daily newsletter for Lycos Financ= +e Members.To UNSUBSCRIBE--------------------------------To stop receiving t= +his newsletter, send an e-mail to:cancel-Quote@mailbox.lycos.com . Please i= +ncludeonly your email address in the subject line of the email.You can also= + change your subscription status here: http://ldbauth.lycos.com/cgi-bin/may= +aRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE--------------------------------If = +you've received this e-mail from a friend andwish to be on the Daily Quote = +mailing list,please go to http://finance.lycos.com and registerto become a= + Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University.Privacy Policy - = +Terms & Conditions " +"arnold-j/deleted_items/204.","Message-ID: <22408424.1075852695322.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 11:57:06 -0700 (PDT) +From: adrianne.engler@enron.com +To: scott.neal@enron.com, m..presto@enron.com, frank.ermis@enron.com, + m..forney@enron.com, s..shively@enron.com, j..sturm@enron.com, + doug.gilbert-smith@enron.com, k..allen@enron.com, + harry.arora@enron.com, john.arnold@enron.com, h..lewis@enron.com, + dana.davis@enron.com +Subject: RE: Telephone Interviews: Trading Track +Cc: john.lavorato@enron.com, karen.buckley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, karen.buckley@enron.com +X-From: Engler, Adrianne +X-To: Neal, Scott , Presto, Kevin M. , Ermis, Frank , Forney, John M. , Shively, Hunter S. , Sturm, Fletcher J. , Gilbert-smith, Doug , Allen, Phillip K. , Arora, Harry , Arnold, John , Lewis, Andrew H. , Davis, Mark Dana +X-cc: Lavorato, John , Buckley, Karen +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +All - + +Please confirm you received the folders for the phone screens I gave to your assistants yesterday afternoon. + +Please feel free to call me with any questions! + +Kind regards, + +Adrianne +x57302 + + -----Original Message----- +From: Buckley, Karen +Sent: Wednesday, October 10, 2001 2:53 PM +To: Neal, Scott; Presto, Kevin M.; Ermis, Frank; Forney, John M.; Shively, Hunter S.; Sturm, Fletcher J.; Gilbert-smith, Doug; Allen, Phillip K.; Arora, Harry; Arnold, John; Lewis, Andrew H.; Davis, Mark Dana +Cc: Lavorato, John; Engler, Adrianne +Subject: Telephone Interviews: Trading Track + +Guys, + +You have been selected to complete the telephone screening of external candidates for second and final round. Each candidate will be screened by two traders to ensure agreement on quality of candidates. (these resumes have already been selected from c. 200 resumes by some of the ENA Traders). + +As in the previous Trading Track recruiting event, you will be given a few days to complete this. The candidates will be expecting your call, there is no set interview time therefore allowing you flexibility to call in the evening from home if necessary. Resumes, telephone numbers etc will reach your desk tomorrow morning. All phone screens to be completed by Tuesday pm: 16th October. + +Any questions please call myself or Adrianne Engler. + +Thanks, + + Karen. +x54667" +"arnold-j/deleted_items/205.","Message-ID: <3452018.1075852695350.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 10:25:20 -0700 (PDT) +From: houston <.ward@enron.com> +To: john.arnold@enron.com +Subject: RE: FW: Forward Warning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: Ward, Kim S (Houston) +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +only you would know of a website that contradicts this! do you have too mu= +ch time on your hands? I sent the website to my friend. Let's see what she= + has to say! + + -----Original Message----- +From: =09Arnold, John =20 +Sent:=09Thursday, October 11, 2001 12:19 PM +To:=09Ward, Kim S (Houston) +Subject:=09RE: FW: Forward Warning + +you goofball + +go to www.snopes2.com , click on rumors of war, and then go to the first en= +try about halloween. + + -----Original Message----- +From: =09Ward, Kim S (Houston) =20 +Sent:=09Thursday, October 11, 2001 12:04 PM +To:=09Angie Conner (E-mail); Ann Sutton (E-mail); Brad Fagan (E-mail); Cath= +y Pocock (E-mail); Chris Todd (E-mail); Christopher Smith (E-mail); Cindy T= +arsi (E-mail); Dave Breish (E-mail); David Hutchens (E-mail); David Payne (= +E-mail); Elizabeth Jordan (E-mail); Eric Strickland (E-mail); Gayleen Barre= +tt (E-mail); Ginger& Michael Brown (E-mail); Harriet Turk (E-mail); Herman = +Green (E-mail); Slone, Jeanie; Jerry Ward (E-mail); John Schilke (E-mail); = +Kathy Wright (E-mail); Karla Dailey (E-mail); Linda Ward Elam (E-mail); Lis= +a Rosenberg (E-mail); Melissa Reese (E-mail); Matt Mitten (E-mail); Mike & = +Rosalia Nolan (E-mail); Mike Wardell (E-mail); Monica Padilla (E-mail); Nat= +alie & Bret Boehmer (E-mail); Sally McElroy (E-mail); Scott Connelly (E-mai= +l); Shawn McElmoyl (E-mail); Stanton Scott (E-mail); Susie Lejune (E-mail);= + Theresa Cline (E-mail); Tina lovett (E-mail); Wayne Brown (E-mail); Wes Ke= +rsey (E-mail); Yonnie Waller (E-mail); Olinger, Kimberly S.; Brewer, Stacey= + J.; 'wenderachels@aol.com'; Semperger, Cara; Fuller, Dave; Lucci, Paul T.;= + Nemec, Gerald; Vann, Suzanne; Heintzelman, Pete; McDonald, Rob; Vint, Pete= +r; Foster, Chris H.; Mainzer, Elliot; Wente, Laura; Platter, Phillip; 'ssca= +stle@srpnet.com'; Gerard, Camille; 'jana.morse@dynegy.com'; Cross, Edith EE= +S; 'george.denos@neg.pge.com'; 'brad.king@usa.conoco.com'; 'lawrence.pope@h= +aliburton.com'; Arnold, John; 'lisabarnwell1@yahoo.com'; 'kward1@houston.rr= +.com'; Miller, Stephanie; 'tomd1966@yahoo.com'; 'antlulu2@aol.com'; Kennedy= +, Susan L.; 'ilandman@verizon.net' +Subject:=09FW: FW: Forward Warning + + + + I received this email today from a very good friend of mine who has a lot = +of close friends from India. This letter is to one of those close friends.= + I don't know if I should pass it around but I want everyone I know to be = +aware. + +Kim +> > +> >This is worth forwarding, just incase. . . +> > +> >=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= +=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= +=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D +> >=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= +=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D +> > +> >PLEASE READ! +> >Subject: Malls on 10/31 +> > +> >Hey guys..I dont want to scare anyone..but its better safe than sorry, +> >right?? This is not just a foward I recieved..Its from one of my +> >colleages at JPMorgan. It's been sent around within the firm, I wanted +> >to pass it on just in case. +> >Hi All - +> >I think you all know that I don't send out hoaxes and don't +> >do the reactionary thing and send out anything that crosses my +> >path. +> >This one, however, is a friend of a friend and I've given it +> >enough credibility in my mind that I'm writing it up and sending it out +> >to all of you. +> >My friend's friend was dating a guy from Afghanistan up until a month +> >ago. She had a date with him around 9/6 and was stood up. She was +> >understandably upset and went to his home to find it completely emptied. +> >On 9/10, she received a letter from her boyfriend explaining that +> >he +> >wished he could tell her why he had left and that he was sorry it +> >had to be like that. The part worth mentioning is that he BEGGED her +> >not to get on any commercial airlines on 9/11 and to not to go any malls +> >on Halloween. +> >As soon as everything happened on the 11th, she called the FBI and has +> >since turned over the letter. This is not an email that I've received +> >and decided to pass on. This came from a phone conversation with a +> >long-time friend of mine last night. +> >I may be wrong, and I hope I am. However, with one of his warnings +> >being correct and devastating, I'm not willing to take the chance on the +> >second and wanted to make sure that people I cared about had the same +> >information that I did. +> >Laura Katsis +> >Implementation Specialist +> >714/921-5424 +> >lkatsis@volt.com +> >OpsVolt_Track@volt.com +> > +> > +> > +> >-------------------------------------------------------------- +> >Reminder: E-mail sent through the Internet is not secure. +> >Do not use e-mail to send us confidential information +> >such as credit card numbers, changes of address, PIN +> >numbers, passwords, or other important information. +> >Do not e-mail orders to buy or sell securities, transfer +> >funds, or send time sensitive instructions. We will not +> >accept such orders or instructions. This e-mail is not +> >an official trade confirmation for transactions executed +> >for your account. Your e-mail message is not private in +> >that it is subject to review by the Firm, its officers, +> >agents and employees. +> >-------------------------------------------------------------- +> > +> > +> >********************************************************************** +> >This e-mail is the property of Enron Corp. and/or its relevant affiliate +> >and may contain confidential and privileged material for the sole use of +> >the intended recipient (s). Any review, use, distribution or disclosure +by +> >others is strictly prohibited. If you are not the intended recipient (or +> >authorized to receive for the recipient), please contact the sender or +> >reply to Enron Corp. at enron.messaging.administration@enron.com and +delete +> >all copies of the message. This e-mail (and any attachments hereto) are +not +> >intended to be an offer (or an acceptance) and do not create or evidence +a +> >binding and enforceable contract between Enron Corp. (or any of its +> >affiliates) and the intended recipient or any other party, and may not b= +e +> >relied on by anyone as the basis of a contract by estoppel or otherwise. +> >Thank you. +> >********************************************************************** +> +> +> _________________________________________________________________ +> Get your FREE download of MSN Explorer at http://explorer.msn.com/intl.as= +p +> +>" +"arnold-j/deleted_items/206.","Message-ID: <2468593.1075852695455.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 10:04:27 -0700 (PDT) +From: houston <.ward@enron.com> +To: e-mail <.angie@enron.com>, e-mail <.ann@enron.com>, e-mail <.brad@enron.com>, + e-mail <.cathy@enron.com>, e-mail <.chris@enron.com>, + e-mail <.christopher@enron.com>, e-mail <.cindy@enron.com>, + e-mail <.dave@enron.com>, e-mail <.david@enron.com>, + e-mail <.david@enron.com>, e-mail <.elizabeth@enron.com>, + e-mail <.eric@enron.com>, e-mail <.gayleen@enron.com>, + e-mail <.ginger&@enron.com>, e-mail <.harriet@enron.com>, + e-mail <.herman@enron.com>, jeanie.slone@enron.com, + e-mail <.jerry@enron.com>, e-mail <.john@enron.com>, + e-mail <.kathy@enron.com>, e-mail <.karla@enron.com>, + e-mail <.linda@enron.com>, e-mail <.lisa@enron.com>, + e-mail <.melissa@enron.com>, e-mail <.matt@enron.com>, + e-mail <.mike@enron.com>, e-mail <.mike@enron.com>, + e-mail <.monica@enron.com>, e-mail <.natalie@enron.com>, + e-mail <.sally@enron.com>, e-mail <.scott@enron.com>, + e-mail <.shawn@enron.com>, e-mail <.stanton@enron.com>, + e-mail <.susie@enron.com>, e-mail <.theresa@enron.com>, + e-mail <.tina@enron.com>, e-mail <.wayne@enron.com>, + e-mail <.wes@enron.com>, e-mail <.yonnie@enron.com>, + s..olinger@enron.com, j..brewer@enron.com, dave.fuller@enron.com, + t..lucci@enron.com, gerald.nemec@enron.com, suzanne.vann@enron.com, + pete.heintzelman@enron.com, rob.mcdonald@enron.com, + peter.vint@enron.com, h..foster@enron.com, elliot.mainzer@enron.com, + laura.wente@enron.com, phillip.platter@enron.com +Subject: FW: FW: Forward Warning +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ward, Kim S (Houston) +X-To: Angie Conner (E-mail) , Ann Sutton (E-mail) , Brad Fagan (E-mail) , Cathy Pocock (E-mail) , Chris Todd (E-mail) , Christopher Smith (E-mail) , Cindy Tarsi (E-mail) , Dave Breish (E-mail) , David Hutchens (E-mail) , David Payne (E-mail) , Elizabeth Jordan (E-mail) , Eric Strickland (E-mail) , Gayleen Barrett (E-mail) , Ginger& Michael Brown (E-mail) , Harriet Turk (E-mail) , Herman Green (E-mail) , Slone, Jeanie , Jerry Ward (E-mail) , John Schilke (E-mail) , Kathy Wright (E-mail) , Karla Dailey (E-mail) , Linda Ward Elam (E-mail) , Lisa Rosenberg (E-mail) , Melissa Reese (E-mail) , Matt Mitten (E-mail) , Mike & Rosalia Nolan (E-mail) , Mike Wardell (E-mail) , Monica Padilla (E-mail) , Natalie & Bret Boehmer (E-mail) , Sally McElroy (E-mail) , Scott Connelly (E-mail) , Shawn McElmoyl (E-mail) , Stanton Scott (E-mail) , Susie Lejune (E-mail) , Theresa Cline (E-mail) , Tina lovett (E-mail) , Wayne Brown (E-mail) , Wes Kersey (E-mail) , Yonnie Waller (E-mail) , Olinger, Kimberly S. , Brewer, Stacey J. , 'wenderachels@aol.com', Semperger, Cara , Fuller, Dave , Lucci, Paul T. , Nemec, Gerald , Vann, Suzanne , Heintzelman, Pete , McDonald, Rob , Vint, Peter , Foster, Chris H. , Mainzer, Elliot , Wente, Laura , Platter, Phillip , 'sscastle@srpnet.com', Gerard, Camille , 'jana.morse@dynegy.com', Cross, Edith EES , 'george.denos@neg.pge.com', 'brad.king@usa.conoco.com', 'lawrence.pope@haliburton.com', Arnold, John , 'lisabarnwell1@yahoo.com', 'kward1@houston.rr.com', Miller, Stephanie , 'tomd1966@yahoo.com', 'antlulu2@aol.com', Kennedy, Susan L. , 'ilandman@verizon.net' +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + I received this email today from a very good friend of mine who has a lot of close friends from India. This letter is to one of those close friends. I don't know if I should pass it around but I want everyone I know to be aware. + +Kim +> > +> >This is worth forwarding, just incase. . . +> > +> >======================================================================== +> >=============================================== +> > +> >PLEASE READ! +> >Subject: Malls on 10/31 +> > +> >Hey guys..I dont want to scare anyone..but its better safe than sorry, +> >right?? This is not just a foward I recieved..Its from one of my +> >colleages at JPMorgan. It's been sent around within the firm, I wanted +> >to pass it on just in case. +> >Hi All - +> >I think you all know that I don't send out hoaxes and don't +> >do the reactionary thing and send out anything that crosses my +> >path. +> >This one, however, is a friend of a friend and I've given it +> >enough credibility in my mind that I'm writing it up and sending it out +> >to all of you. +> >My friend's friend was dating a guy from Afghanistan up until a month +> >ago. She had a date with him around 9/6 and was stood up. She was +> >understandably upset and went to his home to find it completely emptied. +> >On 9/10, she received a letter from her boyfriend explaining that +> >he +> >wished he could tell her why he had left and that he was sorry it +> >had to be like that. The part worth mentioning is that he BEGGED her +> >not to get on any commercial airlines on 9/11 and to not to go any malls +> >on Halloween. +> >As soon as everything happened on the 11th, she called the FBI and has +> >since turned over the letter. This is not an email that I've received +> >and decided to pass on. This came from a phone conversation with a +> >long-time friend of mine last night. +> >I may be wrong, and I hope I am. However, with one of his warnings +> >being correct and devastating, I'm not willing to take the chance on the +> >second and wanted to make sure that people I cared about had the same +> >information that I did. +> >Laura Katsis +> >Implementation Specialist +> >714/921-5424 +> >lkatsis@volt.com +> >OpsVolt_Track@volt.com +> > +> > +> > +> >-------------------------------------------------------------- +> >Reminder: E-mail sent through the Internet is not secure. +> >Do not use e-mail to send us confidential information +> >such as credit card numbers, changes of address, PIN +> >numbers, passwords, or other important information. +> >Do not e-mail orders to buy or sell securities, transfer +> >funds, or send time sensitive instructions. We will not +> >accept such orders or instructions. This e-mail is not +> >an official trade confirmation for transactions executed +> >for your account. Your e-mail message is not private in +> >that it is subject to review by the Firm, its officers, +> >agents and employees. +> >-------------------------------------------------------------- +> > +> > +> >********************************************************************** +> >This e-mail is the property of Enron Corp. and/or its relevant affiliate +> >and may contain confidential and privileged material for the sole use of +> >the intended recipient (s). Any review, use, distribution or disclosure +by +> >others is strictly prohibited. If you are not the intended recipient (or +> >authorized to receive for the recipient), please contact the sender or +> >reply to Enron Corp. at enron.messaging.administration@enron.com and +delete +> >all copies of the message. This e-mail (and any attachments hereto) are +not +> >intended to be an offer (or an acceptance) and do not create or evidence +a +> >binding and enforceable contract between Enron Corp. (or any of its +> >affiliates) and the intended recipient or any other party, and may not be +> >relied on by anyone as the basis of a contract by estoppel or otherwise. +> >Thank you. +> >********************************************************************** +> +> +> _________________________________________________________________ +> Get your FREE download of MSN Explorer at http://explorer.msn.com/intl.asp +> +>" +"arnold-j/deleted_items/207.","Message-ID: <16377223.1075852695494.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 14:40:34 -0700 (PDT) +From: no.address@enron.com +Subject: Weekend Outage Report for 10-12-01 through 10-14-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 12, 2001 5:00pm through October 15, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +EES: +Impact: EES +Time: Fri 10/12/2001 at 5:00:00 PM CT thru Fri 10/12/2001 at 6:00:00 PM CT + Fri 10/12/2001 at 3:00:00 PM PT thru Fri 10/12/2001 at 4:00:00 PM PT + Fri 10/12/2001 at 11:00:00 PM London thru Sat 10/13/2001 at 12:00:00 AM London +Outage: PCCS IE5.5 Upgrade +Environments Impacted: EES +Purpose: Required to make the PCCS application compatible with new browser version being rolled out. +Backout: Restore prior ASP pages and determine issues. +Contact(s): Burt Bailey 713 853-9164 888-886-7432 + Robert Lamberson 713-345-3350 + Suchitra Narra + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: +Impact: CORP +Time: Sat 10/13/2001 at 9:00:00 AM CT thru Sat 10/13/2001 at 2:00:00 PM CT + Sat 10/13/2001 at 7:00:00 AM PT thru Sat 10/13/2001 at 12:00:00 PM PT + Sat 10/13/2001 at 3:00:00 PM London thru Sat 10/13/2001 at 8:00:00 PM London +Outage: Replacement of Printer 3com Hubs w/ Cisco Switches +Environments Impacted: Printers +Purpose: Cisco 2820 switches are manageable, 3com hubs are not +Backout: For any reason the printers do not connect to the printer network after the change, I will change every back to the original state. +Contact(s): Mark Trevino 713-345-9954 + +Impact: ECN 6 +Time: Sat 10/13/2001 at 9:00:00 AM CT thru Sat 10/13/2001 at 2:00:00 PM CT + Sat 10/13/2001 at 7:00:00 AM PT thru Sat 10/13/2001 at 12:00:00 PM PT + Sat 10/13/2001 at 3:00:00 PM London thru Sat 10/13/2001 at 8:00:00 PM London +Outage: Cisco 2820 Replacement +Environments Impacted: ECN 6 +Purpose: 2924 Cisco switches are a better switch. +Backout: +Contact(s): Mark Trevino 713-345-9954 + +Impact: EBS +Time: Sat 10/13/2001 at 11:00:00 AM CT thru Sat 10/13/2001 at 12:00:00 PM CT + Sat 10/13/2001 at 9:00:00 AM PT thru Sat 10/13/2001 at 10:00:00 AM PT + Sat 10/13/2001 at 5:00:00 PM London thru Sat 10/13/2001 at 6:00:00 PM London +Outage: Converting EBS to Corp Network +Environments Impacted: EBS +Purpose: Incorporating EBS and CORP network +Backout: +Contact(s): George Nguyen 713-853-0691 + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: +Impact: Napdx-msmbx01v +Time: Fri 10/12/2001 at 6:30:00 PM CT thru Sat 10/13/2001 at 1:30:00 AM CT + Fri 10/12/2001 at 4:30:00 PM PT thru Fri 10/12/2001 at 11:30:00 PM PT + Sat 10/13/2001 at 12:30:00 AM London thru Sat 10/13/2001 at 7:30:00 AM London +Outage: upgrade Napdx-msmbx01v +Environments Impacted: Users on Napdx-msmbx01v +Purpose: In order to standardize all E2k servers. +Backout: Restore from Backup +Contact(s): David Lin 713-345-1619 + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: +Impact: CORP +Time: Sat 10/13/2001 at 6:00:00 PM CT thru Sun 10/14/2001 at 6:00:00 AM CT + Sat 10/13/2001 at 4:00:00 PM PT thru Sun 10/14/2001 at 4:00:00 AM PT + Sun 10/14/2001 at 12:00:00 AM London thru Sun 10/14/2001 at 12:00:00 PM London +Outage: Croaker general maintenance. +Environments Impacted: Custom Logs (CEI) +Purpose: Monthly general maintenance schedule. +Backout: Back out patches and reboot. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/13/2001 at 6:00:00 PM CT thru Sun 10/14/2001 at 6:00:00 AM CT + Sat 10/13/2001 at 4:00:00 PM PT thru Sun 10/14/2001 at 4:00:00 AM PT + Sun 10/14/2001 at 12:00:00 AM London thru Sun 10/14/2001 at 12:00:00 PM London +Outage: General maintenance for charon. +Environments Impacted: OPM +Purpose: Test/Dev monthly maintenance schedule. +Backout: Backout the patches +reboot the server +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/13/2001 at 10:00:00 PM CT thru Sun 10/14/2001 at 10:00:00 AM CT + Sat 10/13/2001 at 8:00:00 PM PT thru Sun 10/14/2001 at 8:00:00 AM PT + Sun 10/14/2001 at 4:00:00 AM London thru Sun 10/14/2001 at 4:00:00 PM London +Outage: Maintenance and upgrades for adcupalpha. +Environments Impacted: SAP / Project Sunrise +Purpose: Maintenance and upgrades to enhance performance and stability. +Backout: Restore from backup. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/13/2001 at 6:00:00 PM CT thru Sun 10/14/2001 at 6:00:00 PM CT + Sat 10/13/2001 at 4:00:00 PM PT thru Sun 10/14/2001 at 4:00:00 PM PT + Sun 10/14/2001 at 12:00:00 AM London thru Mon 10/15/2001 at 12:00:00 AM London +Outage: Maintenance, New disk layout and cpu upgrades for adcupbravo. +Environments Impacted: SAP / Project Sunrise +Purpose: Maintenance and upgrades to enhance performance and stability. +Backout: Restore from backup. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/13/2001 at 1:00:00 PM CT thru Sat 10/13/2001 at 3:00:00 PM CT + Sat 10/13/2001 at 11:00:00 AM PT thru Sat 10/13/2001 at 1:00:00 PM PT + Sat 10/13/2001 at 7:00:00 PM London thru Sat 10/13/2001 at 9:00:00 PM London +Outage: Maintenance for server refraction. +Environments Impacted: DPR +Purpose: Check seating of new cpu modules. +Backout: None +Contact(s): Malcolm Wells 713-345-3716 + +SITARA: +Impact: Sitara/CPR +Time: Sat 10/13/2001 at 7:00:00 PM CT thru Sun 10/14/2001 at 7:00:00 AM CT + Sat 10/13/2001 at 5:00:00 PM PT thru Sun 10/14/2001 at 5:00:00 AM PT + Sun 10/14/2001 at 1:00:00 AM London thru Sun 10/14/2001 at 1:00:00 PM London +Outage: Sitara/CRP impact due to Solar Migration +Environments Impacted: All +Purpose: New hardware migration to done by Enterprise Storage Team +Backout: +Contact(s): SitaraonCall 713-288-0101 + CPRonCall 713-284-4175 + +Impact: Production Reporting +Time: Sat 10/13/2001 at 12:00:00 PM CT thru Sun 10/14/2001 at 7:00:00 AM CT + Sat 10/13/2001 at 10:00:00 AM PT thru Sun 10/14/2001 at 5:00:00 AM PT + Sat 10/13/2001 at 6:00:00 PM London thru Sun 10/14/2001 at 1:00:00 PM London +Outage: Sitara Reports +Environments Impacted: Corp +Purpose: Hardware upgrade +Backout: Reverting back to Moe +Contact(s): SitaraonCall 713-288-0101 + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: +Impact: +Time: Sat 10/13/2001 at 10:00:00 PM CT thru Sun 10/14/2001 at 12:00:00 AM CT + Sat 10/13/2001 at 8:00:00 PM PT thru Sat 10/13/2001 at 10:00:00 PM PT + Sun 10/14/2001 at 4:00:00 AM London thru Sun 10/14/2001 at 6:00:00 AM London +Outage: Monthly Maintenance - Lucent CMS & Conversant Full Back-up +Environments Impacted: Call Centers +Purpose: Monthly Maintenance +Backout: +Contact(s): Cynthia Siniard 713-853-0558 + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +----------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"arnold-j/deleted_items/208.","Message-ID: <4990847.1075852695522.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 15:01:35 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +OUTLOOK Enron Q3 EPS 43 cents vs 34 +AFX News, 10/11/01 +UK: UPDATE 1-Rothschild exits base metals, precious unaffected. +Reuters English News Service, 10/11/01 +INDIA: London court gives Enron India unit respite in row. +Reuters English News Service, 10/11/01 +ECUADOR: Three firms accept Ecuador oil contracts at WTI-$6.97. +Reuters English News Service, 10/11/01 +UK: Asian clean tanker freight seen falling - brokers. +Reuters English News Service, 10/11/01 +JOBS +South Florida Sun-Sentinel, 10/11/01 + + + +OUTLOOK Enron Q3 EPS 43 cents vs 34 + +10/11/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +NEW YORK (AFX) - Enron Corp is expected to report next Tuesday third-quarter earnings per share of 43 cents, compared with 34 cents a year earlier, according to the First Call/Thomson Financial consensus of 17 brokers. +The integrated energy company is expected to meet near-consensus results driven by its wholesale services division, analysts said. +Montgomery Securities analyst Daniel Tulis is calculating third-quarter EPS of 42 cents, 1 cent below consensus. +Full-year EPS stands at 1.85. +Enron's third quarter was marked by the unexpected departure of chief executive Jeff Skilling, for personal reasons, with Chairman Ken Lay reassuming the key position. +Lay is likely to remain in the position until it is filled within 12-18 months, Tulis said. +The company remains embroiled in arbitration proceedings in India after its 2.9 bln usd Dabhol power plant in India was closed. The plant's sole client, the Maharashtra State Electricity Board (MSEB), failed - and later refused - to pay bills that now total about 45 mln usd. +blms/gc For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +UK: UPDATE 1-Rothschild exits base metals, precious unaffected. +By Andy Blamey + +10/11/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 11 (Reuters) - Blue-blooded banker N M Rothschild & Sons Ltd said on Thursday it would shut down its base metals trading operations except in Australia - the third base metals trader this week to announce cutbacks. +Rothschild remains firmly committed to its precious metals activity, however, company managing director and group treasurer Geoffrey Spice told Reuters. +The company, the merchant banking arm and UK branch of the Rothschild family's financial empire, chairs the twice-daily benchmark price-setting London gold fix. +""In light of difficult trading conditions in the base metals markets, we have concluded that our limited base metals operation is no longer viable,"" company Chairman Sir Evelyn de Rothschild said in a statement. +""We've been reviewing the situation for quite some time. We've found that trading conditions (in base metals) have been difficult and opportunities have been limited,"" Spice said. +Rothschild would not be taking on any new positions in base metals but would see existing positions on its books through to fruition, according to clients' wishes, he said. +Rothschild is a category 2 (associate broker clearing) member of the London Metal Exchange (LME); the company would maintain its LME membership while existing positions run their course and would review it in due course, Spice said. +The move to exit base metals will involve the closure of Rothschild's metals sales desk in New York and a number of redundancies in the London and New York trading, sales and support areas, the company said. +Employees were informed of the decision on Thursday afternoon; around 20 Rothschild staff in total would be affected by the move, Spice said. +The company's Australian base metals activities would continue as normal, however, he added. +""Australia has a very strong franchise and will continue to operate in the base metals market,"" he said. +The Rothschild move follows news this week that the Bank of Nova Scotia will scale back its base metals trading desk and that Enron Metals plans to cut around 10 percent of staff as a part of a Europe-wide job cut programme. +Base metals traders have been struggling in recent months in the face of falling business volumes and sagging metals prices as continuing economic gloom and uncertainty after the September 11 attacks on the United States leave buyers sidelined. +PRECIOUS METALS STRONG +Spice stressed, however, that the company's precious metals operations would continue as normal. +""We have a very strong position in precious metals which will not be affected in any way,"" he said. +""N M Rothschild remains strongly committed to our core business in precious metals and continues to be at the forefront of spot, forward and option bullion markets and a leading member of the London Bullion Market Association,"" the company statement said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +INDIA: London court gives Enron India unit respite in row. + +10/11/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +BOMBAY, Oct 11 (Reuters) - The Indian unit of U.S. energy major Enron Corp . said on Thursday it had obtained a ruling from a London court preventing a provincial government from legally challenging international arbitration proceedings. +Enron's Indian unit, Dabhol Power Company, has taken a local Indian utility to the International Court of Arbitration in London for a breach of contract. +The utility, the Maharashtra State Electricity Board, had signed a contract to buy the output from Dabhol's $2.9 billion power plant on the western coast of India. It later said it did not need all the power from the 2,184 MW plant, and that it was too expensive. +But a local regulatory authority, the Maharashtra State Electricity Commission, said the power company's dispute with the utility fell within its ambit, and that Dabhol could not proceed with the arbitration. This sparked a round of litigation, which is now at a stage where the Bombay High Court must decide whether Dabhol can take the dispute to London. +In order to prevent more litigation, Enron obtained an injunction from the Commercial Court in London which restrains the government of Maharashtra, which owns the utility, from also filing a suit in India challenging the international arbitration proceedings. +""Over the past few months, the government of Maharashtra and other government entities have taken actions to avoid complying with their contractual obligations,"" Dabhol said in a statement received late on Thursday. ""This has frustrated the rights of international investors that were legally agreed to by the relevant parties several years ago."" +Government officials were not be reached for comment. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +ECUADOR: Three firms accept Ecuador oil contracts at WTI-$6.97. + +10/11/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +QUITO, Ecuador, Oct 11 (Reuters) - Anglo Energy, Enron and Rio Energy agreed to match the price of $6.97 below West Texas Intermediate (WTI) for Ecuador crude contracts for November, a Petroecuador official said Thursday. +Petroecuador last week retendered eight three-month crude contracts, each for 12,000 barrels per day (bpd), following a price dispute with former contract holders that led Ecuador's state oil company to break the contracts. +The company awarded Coastal Petroleum two contracts on Friday at WTI minus $6.97, with a floor price for WTI at $20 per barrel, and offered other interested companies the chance to match this price for November. +Petroecuador will set the price of Ecuador's crude for December and January. +Anglo Energy will take two contracts while Enron and Rio Energy will take one contract each, the official said on the condition of anonymity. +It was not immediately clear what would happen to two crude contracts sought by Glencore. Glencore had yet to respond to the offer on Thursday, the source said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +UK: Asian clean tanker freight seen falling - brokers. + +10/11/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 11 (Reuters) - Asian petroleum product trades are likely to benefit from falling freight costs next week, as a raft of surplus tankers makes its way towards Singapore, tanker brokers said on Thursday. +""There's a lot of ships ballasting down from Japan, arriving from the middle of next week onwards,"" said a Singapore broker. ""From October 15 to 20 there will be eight to 10 ships in the area. Rates will fall further."" +He said that intra-Asian freight rates had already started to slide from a spike that topped W280 at the start of the week to W260 on Thursday ($17.52 per tonne). +He said that transpacific trade, which often serves to tighten up the intra-Asian market, was dead. +""The only arbs that are open are gasoline to Singapore from Europe and jet going the other way,"" he said. ""Cargill did 35,000 tonnes from Malacca to UK-Cont on the High Challenge: we're guessing jet."" +London brokers said Enron had also booked a ship, the Teekay Freighter, to shift 70,000 tonnes of gasoil from Jamnagar, India to Europe. +Brokers said that the Mideast Gulf trade, which occasionally sucks surplus ships out of Asia, was also quiet. Glencore booked two tankers for 40,000 tonne clean cargoes from Yanbu to East Coast India at W235, down 15 points on week-ago levels. +""Long Range trades from the Gulf are quiet,"" said a London broker. ""Nothing's happening so it's difficult to know where rates stand, but basically it's going down."" +A panel of brokers from London's Baltic Exchange pegged the naphtha trade on 75,000 tonners from the Gulf to Japan at W189 late on Wednesday, following a fall of eight points from week-ago levels. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +LOCAL +DANIA RESIDENTS POKE HOLES IN PIPELINE PLAN +David Fleshler Staff Writer + +10/11/2001 +South Florida Sun-Sentinel +Broward Metro +3B +(Copyright 2001 by the Sun-Sentinel) + +A proposal to build a natural gas pipeline from the Bahamas to Broward County drew harsh reviews Wednesday from an audience in Dania Beach. +Not a single speaker spoke in favor of the project, although one or two were neutral, during a public workshop held by the Federal Energy Regulatory Commission at the I.T. Parker Community Center. +""It is totally insane to put a high-pressure natural gas pipeline through such a densely populated area,"" said Susan Epps, of Oakland Park. ""The loss of life and property if there would be an accident would be catastrophic."" +The commission is preparing an environmental impact statement for the project. More workshops will be held once a draft is ready. The process is expected to take several months. +Enron Corp. of Houston proposed the pipeline as a way to meet the state's growing demand for natural gas, a relatively clean and increasingly popular fuel for power plants. Two other companies have made similar proposals. +Enron's representatives say construction of the pipeline would do minimal damage to the coral reefs in its path. And it is an extremely safe way to transport natural gas. +But few people in the audience saw it that way. +Dan Clark, a member of a Broward County group that monitors the health of coral reefs, said that the company's representatives painted too rosy a picture of the project's impact on coral reefs by claiming that drilling a path under the reefs would leave them unharmed. +""What they failed to tell you is that they're going to have to assemble the pipe across the second reef and drag it across the second reef,"" he said. ""At a time when we're losing these habitats, we don't want to lose any more, willingly."" +Some speakers questioned the wisdom of bringing in another source of fossil fuels, however clean it may be, rather than putting more effort in conservation and renewable energy. +""Why don't we regulate people's use of energy?"" asked Judy Kuchta, of North Beach in Hollywood. ""Why do people have to waste energy playing stupid video games and watching mindless TV?"" +Several speakers worried about the project's effects on John U. Lloyd State Park, a popular beachfront park under which the pipeline would run. +""The park simply can't sustain the additional degradation of pipeline construction and operation,"" said Sara Case, speaking for Save Our Shoreline, a Hollywood conservation group. ""The beach is one of Broward County's most important sea turtle nesting areas. Shore birds are attracted to the park. We simply find it difficult to believe that significant environmental damage is not inevitable from this monumental project."" +David Fleshler can be reached at dfleshler@sun-sentinel.com or 954- 356-4535. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +BUSINESS +JOBS +Bloomberg News + +10/11/2001 +South Florida Sun-Sentinel +Broward Metro +3D +(Copyright 2001 by the Sun-Sentinel) + +Enron Corp., the largest energy trader, plans to cut as many as 500 jobs in Europe, or as much as 10 percent of its work force there, to reduce costs and boost profit. +The company has 5,000 workers in Europe and plans to trim jobs by 5 percent to 10 percent. ""Business continues to grow in terms of traded volumes and numbers of transactions, but like any company, we are constantly seeking ways to do more with less,"" John Sherriff, chief executive of Enron Europe, said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +" +"arnold-j/deleted_items/209.","Message-ID: <28641838.1075852695546.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 16:11:19 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/11/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/11/2001 is now available for viewing on the website." +"arnold-j/deleted_items/21.","Message-ID: <4918883.1075852688770.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 17:07:34 -0700 (PDT) +From: ussoccerfan@ussoccer.org +To: ussoccerfan_tx@maillist.ussoccer.org +Subject: Philips / U.S. Soccer Stadium Chant Unveiled at www.ussoccer.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""ussoccerfan.com"" @ENRON +X-To: U.S. Soccer Fan - Texas +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Official Philips / U.S. Soccer Stadium Chant to Debut on October 7 at World Cup Qualifier +CHICAGO (Thursday, October 4, 2001) - U.S. Soccer fans will come together in one voice to show their national pride and rally the U.S. Men's National Soccer Team in their important World Cup qualifier against Jamaica at Foxboro Stadium on Oct. 7. As they wave their flags and support the red, white and blue, U.S. Soccer fans will have - for the first time ever - an official chant to unite them in pride and support for their team. As part of a new American tradition, the official Philips / U.S. Soccer Stadium Chant will be debuted by the fans and revealed to the nation during the crucial qualifying match just outside Boston. +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2473 + + + --- +You are currently subscribed to ussoccerfan_tx as: jarnold@enron.com. +To modify your registration, please visit http://www.ussoccerfan.com/ +For more information on U.S. Soccer, please visit http://www.ussoccer.com/ " +"arnold-j/deleted_items/210.","Message-ID: <11495270.1075852695569.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 15:43:25 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/11/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/11/2001 is now available for viewing on the website." +"arnold-j/deleted_items/211.","Message-ID: <28143733.1075852695595.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 09:05:48 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: RE: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Low is seen ie 1.83 but contango needs to come out of curve so q1 has more downside from current but no lower than e seen in NGV1 + +Further out - will fax u price target slide, +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/212.","Message-ID: <28453319.1075852695621.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 15:34:16 -0700 (PDT) +From: felicia.solis@enron.com +To: h..lewis@enron.com, andy.zipper@enron.com, robert.benson@enron.com, + m..presto@enron.com, john.arnold@enron.com, j..sturm@enron.com, + s..shively@enron.com, mike.grigsby@enron.com, a..martin@enron.com, + scott.neal@enron.com, dana.davis@enron.com, + doug.gilbert-smith@enron.com, harry.arora@enron.com, + frank.ermis@enron.com, track.dl-ena@enron.com +Subject: ENA Trading Track Dinner +Cc: ina.rangel@enron.com, alexandra.villarreal@enron.com, jae.black@enron.com, + louise.kitchen@enron.com, john.lavorato@enron.com, + tammie.schoppe@enron.com, karen.buckley@enron.com, + adrianne.engler@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: ina.rangel@enron.com, alexandra.villarreal@enron.com, jae.black@enron.com, + louise.kitchen@enron.com, john.lavorato@enron.com, + tammie.schoppe@enron.com, karen.buckley@enron.com, + adrianne.engler@enron.com +X-From: Solis, Felicia +X-To: Lewis, Andrew H. , Zipper, Andy , Benson, Robert , Presto, Kevin M. , Arnold, John , Sturm, Fletcher J. , Shively, Hunter S. , Grigsby, Mike , Martin, Thomas A. , Neal, Scott , Davis, Mark Dana , Gilbert-smith, Doug , Arora, Harry , Ermis, Frank , DL-ENA Trading Track +X-cc: Rangel, Ina , Villarreal, Alexandra , Black, Tamara Jae , Kitchen, Louise , Lavorato, John , Schoppe, Tammie , Buckley, Karen , Engler, Adrianne +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Below are the details to the ENA Trading Track Dinner + +When: Tuesday, October 16, 2001 + +Location: Grappino's Wine Room - above Nino's Restaurant + 2817 West Dallas + 713-522-5120 + +Time: 6:00 p.m. Mix & Mingle with drinks + 6:45 p.m. Dinner + +For those of you who have not confirmed, please do so as soon as possible. + + +Thank You, + +Felicia L. Solis +Enron Wholesale Services +713-853-4776" +"arnold-j/deleted_items/213.","Message-ID: <30726688.1075852695648.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 13:46:33 -0700 (PDT) +From: hotdeals@800.com +To: jarnold@ect.enron.com +Subject: Polk Audio is Here. Anniversary Sale. Save up to 70%. +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""hotdeals@800.com"" @ENRON +X-To: JARNOLD@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + October 2001 Vol. 53 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] 800.com proudly welcomes Polk Audio. Combining innovatio= +n and design, Polk Audio produces world-class speaker systems at affordable= + prices. Shop Polk Audio at 800.com ! We're celebrating our anniversary = +with savings throughout the store! Shop the Anniversary Sale now ! 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[IMAGE] [IMAGE] All Featured Special Edi= +tion DVDs on Sale! Extras, extras, and more extras! Find the deleted scene= +s, making-of features, and more that you won't find elsewhere. We have Tomb= + Raider ($18.94), A Knight's Tale ($19.94), and many more! [IMAGE] [IMAGE]= + Complete Your Collection with DVDs Under $10 This is your chance to work= + on your DVD library or save on a few new titles, like Basic Instinct ($6.9= +5), Drop Dead Gorgeous ($9.94), The Man Who Knew Too Little ($9.94), and mo= +re! [IMAGE] [IMAGE] [IMAGE] Stay Up Late with our Cult Classics! Whether= + you want to die laughing, screaming, or both, we've got Carrie: Special Ed= +ition ($13.94), Exorcist III ($9.94), American Werewolf in London ($20.44),= + and more to help you on your way. [IMAGE] [IMAGE] Get the Best with Box= + Sets! We have The Grateful Dead's The Golden Road 1965-1973 ($126.95), Bi= +llie Holiday's Lady Day: The Complete Billie Holiday On Columbia (1933-1944= +) ($143.95), Neil Diamond's In My Lifetime ($33.95) and more! [IMAGE] [IMA= +GE] Top 10 Music Did your favorite CD make this week's list? Check out ou= +r Top 10 best-selling titles . [IMAGE] [IMAGE] Prices and availabil= +ity are subject to change without notice. Quantities on some items may be l= +imited. Copyright 2001, 800.com, Inc. ALL rights reserved. This email wa= +s sent to: JARNOLD@ECT.ENRON.COM If you prefer not to receive any future m= +ailings from 800.com, simply send email to: unsubscribe@800.com . We love = +to hear ALL comments, suggestions, and questions. Send them to: support@800= +.com . [IMAGE] =09 +" +"arnold-j/deleted_items/214.","Message-ID: <20737501.1075852695726.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:59:31 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Thinks LNG pprt problems more of a problem for resid and diesel not arriving on time to NE demand- need to build those fuel inventories so prepared but - enough NG to satisfy? +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/215.","Message-ID: <5305840.1075852695749.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:27:19 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Thinks pwr suppliers in Calif shud be worried abt getting paid the long term contracts rates +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/216.","Message-ID: <21128935.1075852695772.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:27:08 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Sees NG lows in place +Producers reacting to price mgmt +Coal swithcing to NG and power guys stimulating demand +But thinks jan feb neds to come of + +Bull spead +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/217.","Message-ID: <7469984.1075852695796.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 20:53:12 -0700 (PDT) +From: 402075.16792233.1@1.americanexpress.com +To: jarnold@ei.enron.com +Subject: Help the Sept. 11 disaster relief effort +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Membership Rewards @ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +--------------------------------------------------------------------------------- +MEMBERSHIP REWARDS EMAIL UPDATE + +October 11, 2001 +--------------------------------------------------------------------------------- + + +We send this e-mail every month to tell you about special rewards +and bonus points opportunities. If you do not wish to receive +these e-mails, please refer to the instructions at the bottom of +this message. + +------------------------------------------------------------------------------------------------- +Redeem MEMBERSHIP REWARDS points to support the September 11th disaster relief +effort. +------------------------------------------------------------------------------------------------- + +Now you can help those affected by the September 11th tragedies +by redeeming MEMBERSHIP REWARDS points to assist organizations like the +American Red Cross, The Salvation Army and The September 11th Fund. + +For every 1,000 MEMBERSHIP REWARDS points you redeem with one of our +charity partners, a $10 contribution will be made -- $5 from points you redeem +and an additional $5 matched by American Express. You can redeem points with one +of our charity partners at any time you wish. However, now through December 31st, 2001 +American Express has committed to a total match donation of up to $200,000 to +further support relief efforts. + +To donate now, copy and paste this URL into your browser: +http://tm0.com/sbct.cgi?s=16792233&i=402075&d=1888211 + +On behalf of our charity partners, we thank you for your generosity. + +To find out what relief groups are doing and what you can do to help, visit +American Red Cross at www.redcross.org +The Salvation Army at www.salvationarmy.org. +The September 11th Fund at www.september11fund.org + + +---------------------------------------------------------------------------------- +For more MEMBERSHIP REWARDS program information, visit our Web site +at http://tm0.com/sbct.cgi?s=16792233&i=402075&d=1888212 +If the link above is not active, simply cut and paste it into your +Web browser. +--------------------------------------------------------------------------------- + +TO UNSUBSCRIBE: This email was sent to . If you +were sent this e-mail in error or you wish to unsubscribe to this +newsletter, please use this address in your communication to us. If +you do not want to receive this monthly publication, please click +the reply button and type the word ""remove"" in the subject line of +your response. This option will not affect any preferences you may +have previously expressed with respect to other American Express +e-mails. Please visit the American Express Privacy Statement at +http://tm0.com/sbct.cgi?s=16792233&i=402075&d=1888213 to set, +review or change preferences regarding the type of e-mail offers +you want to receive. + +--------------------------------------------------------------------------------- + +? 2001 American Express" +"arnold-j/deleted_items/218.","Message-ID: <20904952.1075852695819.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 19:50:19 -0700 (PDT) +From: tz3qu@msn.com +To: zeu3rk@msn.com +Subject: Got Debt? [tsomk] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: tz3qu@msn.com@ENRON +X-To: zeu3rk@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + Got debt? We can help using Debt Consolidation! + +If you owe $4,000 USD or more, consolidate your debt into +just 1 payment and let us handle the rest! Wouldn't it be +nice to have to worry about just 1 fee instead of half a +dozen? We think so too. + +- You do not have to own a home +- You do not need another mortgage +- No credit checks required +- Approval within 10 business days +- Available to all US citizens + +For a FREE, no obligation, consultation, please fill out +the form below and return it to us. Paying bills should +not be a chore, and your life should be as easy and +simple as possible. So take advantage of this great offer! + +Please note that we deal in unsecured debt, so mortgages +and car loans etc. cannot apply. Please enter 'N/A' where +appropriate. Work phone can be a secondary/cell number. + +-=-=-=-=-=-=-=-=-=-=- + +Full Name : +Address : +City : +State : +Zip Code : +Home Phone : +Work Phone : +Best Time to Call : +E-Mail Address : +Estimated Debt Size : + +-=-=-=-=-=-=-=-=-=-=- + +Thank You + + +To receive no further offers from our company regarding +this matter or any other matter, please reply to this +e-mail with the word 'Remove' in the subject line. + + + + + +tz3qu" +"arnold-j/deleted_items/219.","Message-ID: <1083560.1075852695842.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:22:26 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Ignore previous - forecasts: +Cinergy novdec 25.75 )al 02 30.75 +Cal 03 38.51 + +Pjm novdec 27.31 cal 02 35.14. Cal 03 39.12 + +Problem with pwr overbuild of capacity - longer cycle than NG- the oversupply takes longer to fix - price will fix +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/22.","Message-ID: <27110320.1075852688794.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 22:07:54 -0700 (PDT) +From: 40enron@enron.com +Subject: Video Message from Ken Lay on Up Front +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Ken Lay has a video message for you about the Chairman's Award on ""Up Front."" Please go to ""Up Front"" at http://home.enron.com/upfront/ to access it. An audio option and transcript are available for employees who cannot access the video. + +""Up Front"" will feature open, honest and timely video messages from the Office of the Chairman and Enron management about what's going on around the company. + +If you encounter technical difficulties, please contact your IT technical support representative." +"arnold-j/deleted_items/220.","Message-ID: <24905227.1075852695865.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:22:14 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +By end of oct 02 if have normal winter, = 1.3 end of mar 02 + 2.5 this yrs inj rate + 0.4 with inc hydro gen = 3.8 - can't happen so needprice low - shocks to industry to stop to inc demand +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/221.","Message-ID: <24182160.1075852695887.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:11:05 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Cdn alberta prod = mature GOM, need to see prod sustain - don't think happen - need LNG + +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/222.","Message-ID: <18287914.1075852695910.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:10:56 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Supply side is the side that changed- medium term - +Expect cal 02 avg 2.45 nymex +Q1 2.20 q2 2.30 q3 2.57 q4 2.73 +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/223.","Message-ID: <6387539.1075852695933.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 16:39:41 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/10/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/10/2001 is now available for viewing on the website." +"arnold-j/deleted_items/224.","Message-ID: <14747145.1075852695956.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 16:24:14 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/10/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/10/2001 is now available for viewing on the website. + +(Revision: 2)" +"arnold-j/deleted_items/226.","Message-ID: <3541921.1075852696004.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 05:27:30 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-12-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-12-01 Nat Gas.doc " +"arnold-j/deleted_items/227.","Message-ID: <3509421.1075852696027.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 05:45:56 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +THANKS - I'LL LOOK AT IT. + + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 11, 2001 7:01 PM +To: Lavorato, John +Subject: + +The y/y spreads have come in decently over the past week and a half. The 2/10 spread has moved from 104 to 94. It may be a good time to move the 3-10 to a cal 2 trade. Pira just gave their seasonal conference in NY and they are very bullish long term gas. + Pira's + forecast Nymex +Cal 2 2.45 2.99 +Cal 3 3.00 3.31 +Cal 4 3.70 3.40 +Cal 5 4.00 3.48 +Cal 6 4.10 3.57 +Cal 7 4.20 3.66 +Cal 8 4.30 3.75 +Cal 9 3.60 3.84 (TransAlaska Highway Pipeline) +Cal 10 3.80 3.93 +3-10 3.84 3.59 + +Regardless of what you think of Pira and long term price forecasts, the rest of the market does listen. They have a tremendous amount of respect in the industry and affect how customers and producers hedge. The flow, which has been buyers over for the way backs, I think will get more pronounced, especially if the front goes down. + +In the past week, I've sold Duke 40,000/d Cal 6-10 and 25,000/d Cal 7-10. I've sold PGE maybe 30,000 day Cal 4-5. The only seller has been El Paso whom I believe is hedging production. He is trying to pressure the y/y spreads as a spec trade that I think was/is being done to front run the corp hedges. I've used it as an opportunity to put a lot of spreads away for inventory down the road. If you want to buy this strip back in the next 6 months, I think it's going to be much easier/cheaper to roll it closer. " +"arnold-j/deleted_items/228.","Message-ID: <27710416.1075852696050.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 06:00:44 -0700 (PDT) +From: frank.hayden@enron.com +To: john.arnold@enron.com, mike.maggi@enron.com, larry.may@enron.com +Subject: New Power +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Hayden, Frank +X-To: Arnold, John , Maggi, Mike , May, Larry +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +For your radar screen, I'm hearing that New Power Company may want to hedge out exposure today. I'm unclear if it will be NYMEX, options or pipe options (T'CO) +Details are sketchy, once I know I'll pass it on + +Frank" +"arnold-j/deleted_items/229.","Message-ID: <27009654.1075852696082.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 06:08:42 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +UK: UK Coalpower keen for 500MW station at Hatfield. +Reuters English News Service, 10/12/01 +Enron's Azurix faces damages claim if rescinds Buenos Aires water contract +AFX News, 10/12/01 +Enron backs away from Coburg plant +Associated Press Newswires, 10/12/01 +UK Crt Blocks Challenge To Intl Arbitration In Enron Spat +Dow Jones International News, 10/12/01 +London court blocks challenge to international arbitration in Enron dispute +Associated Press Newswires, 10/12/01 +INDIA PRESS:State Govt Restrained From Challenging Dabhol +Dow Jones International News, 10/12/01 +India: Enron may seek $30 m to exit Greenfield +Business Line (The Hindu), 10/12/01 +India: Dabhol gets restraint order from UK court +Business Line (The Hindu), 10/12/01 +USA: Sempra's fiber/natgas technology could begin in Dec. +Reuters English News Service, 10/11/01 + + + + +UK: UK Coalpower keen for 500MW station at Hatfield. + +10/12/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 12 (Reuters) - Coalpower, the company set up by former RJB Mining chief Richard Budge, says it would like to build a coal-fired power station near its newly acquired Hatfield colliery in South Yorkshire, northern England. +""We are keen to build a 500 megawatt clean coal power plant and are talking to various people"", Budge told Reuters on Thursday, adding the chances of such a station coming to fruition would be closely linked to the outcome of Britain's current review of its energy needs to 2050. +""Let's see what comes out of the energy review - if it's positive for coal gasification it will not just be our plant that will be built, others will be."" +Coalpower acquired the Hatfield coal mine on Monday, beating off competition from U.S. energy group Enron and UK Coal (formerly RJB Mining) and is spending about five million pounds ($8.4 million) to restart production. +Budge said Hatfield has the potential to become a long-life pit with its 100 million tonnes of contiguous coal reserves and he is looking for output in excess of 500,000 tonnes a year. +""Hatfield is the optimum site for a coal gasification combined cycle plant"", said Budge, adding Britain needed coal generation to maintain a balanced and diverse energy portfolio. +The government has said it is concerned about Britain's projected dependence on imported natural gas. +Conventional coal burning power stations are high in fossil fuel emissions, which many scientists believe contribute to global warming. But gasification combined cycle technology converts coal to a gaseous fuel from which most of the impurities are removed prior to combustion. +Supporters of coal say the clean coal technology can address many of the environmental concerns of burning coal. +Coal mining in Britain has been in decline for decades, but the fuel still accounts for about a third of its power generation and recent signs point to the industry enjoying a mini revival. +A doubling in the price of British natural gas over the last year has led to a rise in coal demand as electricity generators seek out the cheapest fuel in a highly competitive market. The increased demand for coal has propelled prices to about 35 pounds a tonne compared with 22.50 #18 months ago. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron's Azurix faces damages claim if rescinds Buenos Aires water contract + +10/12/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +BUENOS AIRES (AFX) - Enron Corp water and sewage unit Azurix Buenos Aires SA faces a claim for compensation unless it reverses plans to rescind its concession to provide the province's water and sewage services, financial daily Buenos Aires Economico reported. +The damages claim would be filed by public prosecutor Ricardo Szelagowski, the newspaper cited provincial secretary for public services, Eduardo Sicaro, as saying. +Azurix said earlier this week it will rescind the concession on Jan 2, but continue operating the service ""until the provincial authorities, or the operator it designates, take charge of assets and operations"". +jms For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron backs away from Coburg plant + +10/12/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +COBURG, Ore. (AP) - Enron will not be a partner in a proposed natural gas power plant here, the project's managing director said Thursday. +But Gary Marcus, who owns Coburg Power, said losing the Texas-based conglomerate will not stop the project. +""Enron never drove this deal,"" he said. ""I invited Enron into the deal."" +Marcus said Enron's participation improved the quality of the plant's design but slowed the decision-making process. Marcus predicted he will find a new backer in less than six months and will have a license to build the project within a year. +Enron backed out because the project did not meet its market strategy, Marcus said. +Enron officials couldn't be reached for comment. +Enron's departure will do little to appease local residents, who fear that the power plant will harm ground water and air quality. +""I don't think it'll ever be built,"" said Kent Johnston of Coburg, a project opponent. ""If the people of Coburg and Eugene have anything to say about it, it won't be."" +Added Joey Gayles, a committee chairman in the residents' opposition group, ""We're going to fight (Marcus) tooth and nail."" +The proposed 40-acre site north of Coburg meets all criteria for construction of a 300-megawatt plant on 12 acres of the site, Marcus said. The remainder of the site would be used for buffer area and wetlands mitigation. +An additional eight acres will be required for the 600-megawatt plant that Coburg Power wants to build, he said. The larger plant would require additional permits that might delay the project. +Expanding the existing natural gas pipeline that runs under the site also would add to the plant's cost. The larger plant would generate the equivalent of all power currently consumed in Lane County. +Marcus estimated the cost of the larger plant at $300 million to $400 million. The smaller plant would cost about $180 million, he said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +UK Crt Blocks Challenge To Intl Arbitration In Enron Spat + +10/12/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +BOMBAY (AP)--A Commercial Court in London has restrained an Indian state government from blocking international arbitration proceedings by the U.S. power giant Enron to recover claims of up to $5 billion, a company statement said Friday. +""The injunction facilitates a timely and impartial review by the international arbitration panel of the dispute between the Dabhol Power Company and the Maharashtra state government,"" said the statement issued in Bombay, India's financial capital. +Wednesday's court injunction in London is expected to block the state government's move to settle the dispute in India through the state-owned Maharashtra Electricity Regulatory Commission. +Enron said the original contract for the disputed Dabhol power project required international arbitration. The company accused the state government of using a delaying tactic by trying to halt the international arbitration in favor of a settlement procedure in India. +Enron has a 65% stake in the Dabhol Power Co. Its 2,184-megawatt power project is India's biggest foreign investment. In phase one of the project, Enron supplied electricity from naphtha for its sole customer, the Maharashtra State Electricity Board, which has said it can't afford the prices negotiated seven years ago. +The contract included a federal government guarantee to cover any nonpayment. Enron has said guarantee hasn't been met, despite two notices to the federal government. +The second part of the project, more than 90% complete, involves building a new plant to produce electricity from liquefied natural gas, and a container ship port to import it. +Houston-based Enron says it has halted construction for the second phase and it was costing hundreds of millions of dollars. +Enron wants to pull out of India and recover its entire investment and that of its partners, General Electric and Bechtel Corp. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +London court blocks challenge to international arbitration in Enron dispute + +10/12/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +BOMBAY, India (AP) - A Commercial Court in London has restrained an Indian state government from blocking international arbitration proceedings by the U.S. power giant Enron to recover claims of up to dlrs 5 billion, a company statement said Friday. +""The injunction facilitates a timely and impartial review by the international arbitration panel of the dispute between the Dabhol Power Company and the Maharashtra state government,"" said the statement issued in Bombay, India's financial capital. +Wednesday's court injunction in London is expected to block the state government's move to settle the dispute in India through the state-owned Maharashtra Electricity Regulatory Commission. +Enron said that the original contract for the disputed Dabhol power project required international arbitration. The company accused the state government of using a delaying tactic by trying to halt the international arbitration in favor of a settlement procedure in India. +Enron has a 65 percent stake in the Dabhol Power Co. Its 2,184-megawatt power project is India's biggest foreign investment. In phase one of the project, Enron supplied electricity from naphtha for its sole customer, the Maharashtra State Electricity Board, which has said it can't afford the prices negotiated seven years ago. +The contract included a federal government guarantee to cover any nonpayment. Enron has said that guarantee has not been met, despite two notices to the federal government. +The second part of the project, more than 90 percent complete, involves building a new plant to produce electricity from liquefied natural gas, and a container ship port to import it. +Houston-based Enron says that it has halted construction for the second phase and it was costing hundreds of millions of dollars. +Enron wants to pull out of India and recover its entire investment and that of its partners, General Electric and Bechtel Corp. +(stg/aks/lak) + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +INDIA PRESS:State Govt Restrained From Challenging Dabhol + +10/12/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW DELHI -(Dow Jones)- The Commercial Court of London has restrained India's Maharashtra state government from filing a suit in India challenging the international arbitration proceedings initiated by Dabhol Power Co., reports the Hindu Business Line. +Dabhol Power is an Indian unit of U.S.-based energy company Enron Corp. (ENE). +The newspaper says Dabhol obtained the court order Thursday, and the state government has 23 days to respond. +Dabhol is locked in a long-standing payment dispute with its sole buyer, Maharashtra State Electricity Board. +Dabhol is a 2,184-megawatt power project located in the western Indian state of Maharashtra. Enron holds a controlling 65% stake in Dabhol. Costing $2.9 billion, the project is the single largest foreign investment in India to date. Newspaper Web site: www.thehindubusinessline.com + +-By Himendra Kumar; Dow Jones Newswires; 91-11-461-9426; himendra.kumar@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +India: Enron may seek $30 m to exit Greenfield + +10/12/2001 +Business Line (The Hindu) +Fin. Times Info Ltd-Asia Africa Intel Wire. Business Line (The Hindu) Copyright (C) 2001 Kasturi & Sons Ltd. All Rights Res'd + +NEW DELHI, Oct. 11 ENRON is looking at a price of about $30 million for exiting from Greenfield Shipping Company, in which one of its affiliates, Atlantic Commercial Inc, is a 20 per cent equity partner. +While Enron's 20 per cent stake in the $220-million LNG venture for Dabhol Power Company comes to $11 million, the Houston-based company is understood to have put up a price of $30 million for exiting from Greenfield, bankers familiar with the developments told Business Line. +The $30 million price pegged by Enron for its 20 per cent stake comprises $11 million for equity and $19 million for swapping the company's share of the loan liabilities, the sources said. +Though Atlantic Commercial Inc is yet to make an official statement on pulling out of the LNG shipping deal, it is understood to have conveyed to the project lenders led by ANZ Investment Bank that such a decision was imminent in view of Enron's plan to exit from Dabhol Power Company. +The State-run Shipping Corporation of India (SCI) is a 20 per cent partner in Greenfield, while the remaining 60 per cent equity in the joint venture consortium is held by Japan's Mitsui O.S.K.Lines. +In view of the controversy surrounding the power plant, the lenders to the LNG shipping deal have declared an event of default and suspended the last tranche of the project loan worth $55 million. The ANZ Investment Bank-led consortium has already pumped in $110 million out of a total loan commitment of $165 million for the 137,000 cubic metre capacity tanker being build at Mitsubishi's yard in Japan. +The three promoters will now have to put in additional investments to the tune of $55 million to take possession of the vessel on the scheduled delivery date of November 15. +The board of SCI has not been able to come to a conclusion on putting in extra funds in the project despite discussing the issue several times. A board meet held on Tuesday to discuss the issue again ended in stalemate, Government sources said. +SCI's dilemma on making extra investments in the project also centre around the fate of Enron's equity in the deal. In the event of Enron pulling out of the LNG shipping project, its 20 per cent equity would have to be taken over by the two remaining partners. Besides, these two partners would also have to pool-in the additional investments of $55 million amongst themselves in proportion to their revised equity holdings. +""However, there is a great question mark over whether Mitsui and SCI should agree to take over the equity of Enron"", the sources said. +During discussions held in London recently, Mitsui had clearly told the lenders that it was not in favour of putting in extra funds to salvage the LNG shipping deal. +Moreover, with the consortium now looking at a charter hire rate of $60,000 to $65,000 per day as against the rate of $98,600 per day agreed with Dabhol Power Company, both SCI and Mitsui feels that the revised charter hire rates would render their investments unviable. +According to estimates, at a charter hire rate of $60,000 per day, Greenfield is expected to earn about $22 million per annum. Out of this, $4-$5 million will be spent on operating expenses of the tanker. +The remaining $17-18 million will fetch an internal rate of return (IRR) of 7-8 per cent for Mitsui at an equity stake of 60 per cent. +""Mitsui feels that an IRR of this level was not sufficient for their investments"", the sources said. +Whereas, for SCI, the investments would fetch a return of 4-4.5 per cent. ""This will be far below the Government norm of 12 per cent IRR for projects involving State-funding,"" the sources said. +P. Manoj + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +India: Dabhol gets restraint order from UK court + +10/12/2001 +Business Line (The Hindu) +Fin. Times Info Ltd-Asia Africa Intel Wire. Business Line (The Hindu) Copyright (C) 2001 Kasturi & Sons Ltd. All Rights Res'd + +MUMBAI, Oct. 11 THE Commercial Court of London has given an ex parte order restraining the Maharashtra Government from filing a suit in India challenging the international arbitration proceedings initiated by Dabhol Power Company (DPC). +The Enron-promoted DPC obtained the order today and the State has 23 days to respond. Maharashtra has been restrained from ""commencing or prosecuting or continuing or taking any steps in or otherwise participating in proceedings in any court or tribunal in India in restraint of or otherwise relating to the three arbitrations"", the order said. The three arbitrations relate to State guarantees to the project. +A DPC spokesman said now ""the arbitration process in London would continue as originally contemplated and agreed by the State Government and DPC. This has no bearing on the on-going proceedings involving DPC, MSEB and MERC before the Mumbai High Court and Supreme Court"". +He also said Maharashtra is not a party to any of the on-going proceedings before the Mumbai High Court and the Supreme Court. ""Over the past few months, the State Government and other Government entities have taken actions to avoid complying with their contractual obligations. +This has frustrated the rights of international investors that were legally agreed to by the relevant parties several years ago. The injunction facilitates the timely and impartial review by the international arbitration panel of the dispute between DPC and the State,"" the company said. +The arbitration panel had been constituted sometime ago and proceedings were expected to begin any time. +However, the proceedings could not take off as a dispute over the jurisdiction of the Maharashtra State Electricity Regulatory Commission had dragged on to the Mumbai High Court and then the Supreme Court. +Both courts had restrained DPC from continuing international arbitration pending resolution of the MERC jurisdiction issue. The State Government was expected to file a civil suit in the Mumbai High Court accusing the company of fraud and misrepresentation. Internal differences in the Government and the legal team over proving ""fraud"" had led to the resignation of the State counsel. +Our Bureau + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: Sempra's fiber/natgas technology could begin in Dec. + +10/11/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +SAN FRANCISCO, Oct 11 (Reuters) - A Sempra Energy unit said on Thursday its new system for running fiber-optic cable through natural gas pipelines, in turn leaving city streets intact, could begin commercial service in December. +Putting fiber-optic lines in existing natural gas pipelines - which already have cleared rights-of-way - could tackle the telecommunications industry's ""last mile"" problem of connecting end users to outlying fiber-optic cable networks without tearing up roadways. +A surge in demand for high-speed Internet access has led telecommunications companies to pour billions of dollars into vast nationwide fiber-optic systems that carry data to computers, phones and screens faster than traditional copper wires. +Sempra Fiber Links, a unit of San Diego-based Sempra Energy, made the announcement after its first installation of the technology in the gas distribution system of Frontier Energy, a Sempra Energy unit in North Carolina. +Sempra's technology involves encasing fiber-optic cable in a protective polyethylene conduit before inserting it through the same local gas lines serving utility customers. +The company said installing the cable would not prevent a utility from servicing its gas lines or keeping them safe. +Jennifer Andrews, a Sempra Fiber Links spokeswoman, said the company was discussing its fiber-in-gas system with gas utilities throughout the United States. +SAVINGS +Andrews said companies using the technology could save from 30 percent to 50 percent on last mile costs compared with traditional trenching and installation methods. +Sempra Energy unit Southern California Gas Co., one of the largest gas utilities in the U.S. with about 18 million customers, plans to use fiber-in-gas technology in its system as soon as it is approved by the California Public Utilities Commission. +Energy companies that have ventured into the fiber-optic business by building infrastructure and/or through bandwidth trade, include Williams Cos ., El Paso Corp. ., Enron Corp. , Dynegy Inc. , Duke Energy , Consolidated Edison Inc. and Montana Power Co. . +In March 2000, Montana Power announced plans to divest its energy business and invest the proceeds into its broadband and telecommunications unit Touch America. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/23.","Message-ID: <7516849.1075852688817.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 18:36:22 -0700 (PDT) +From: invest@kg21.net +To: jarnold@ei.enron.com +Subject: kyonggi investment guide +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: @ENRON +X-To: Jennifer Stewart Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +=09=09[IMAGE]=09 +=09 Dear Sir/Madam : Jennifer Stewart Arnold Please accept our sincere gra= +titude for your continued interest in Kyonggi Province. It is= + a privilege for us to provide you with Kyonggi Province's Newsletter = + via email. By receiving issues of Kyonggi Province's Newsletter, you= + have access to the most current investment information from th= +is dynamic region of South Korea. We hope that you find it bot= +h informative and useful. Currently we are updating our subscription list= +s. If you wish to discontinue your free subscription to Kyonggi= + Province's Newsletter, Please respond ti this message with the= + word ""UNSUBSCRIBE"" in the subject line. We will then remove yo= +u from our lists. If you wish to continue receiving this informative publ= +ication, no action is required. It will be our pleasure to main= +tain your free subscription. As always, your questions and co= +mments are most welcome. Please direct any inquiries to this em= +ail address, and we will do our best to address them. Thank y= +ou again for your continued support. Sincerely, Donald Valiant Investme= +nt Promotion Division Kyonggi Provincial Goverment =09=09 +=09=092001. 10. 05 =09 + +[IMAGE]" +"arnold-j/deleted_items/230.","Message-ID: <26912286.1075852696106.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 22:35:57 -0700 (PDT) +From: yahoo-delivers@yahoo-inc.com +To: jarnold@ect.enron.com +Subject: Yahoo! Personals -- 1st month free +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Yahoo! Delivers@ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +[IMAGE] +Yahoo! Delivers + Bringing you updates on special offers, promotions and Yahoo! features unsubscribe + + +[IMAGE] + + + + You received this email because your account information indicates that you wish to be contacted about special offers, promotions and Yahoo! features. If you do not want to receive further mailings from Yahoo! Delivers, unsubscribe by clicking here or by replying to this email. You may also modify your delivery options at any time. To learn more about Yahoo!'s use of personal information, including the use of web beacons in HTML-based email, please read our Privacy Policy . Yahoo! is not responsible for the advertisers' content and makes no warranties or guarantees about the products or services advertised. +" +"arnold-j/deleted_items/231.","Message-ID: <1055268.1075852696133.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 12:21:52 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,240.44[I= +MAGE]170.01-1.80% NASDAQ1,668.12[IMAGE]33.35-1.96% S?5001,079.02[IMAGE]18.4= +1-1.67% 30 Yr54.09[IMAGE]0.110.20% Russell424.70[IMAGE]6.34-1.47%- - - - - = +MORE [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] = + [IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/12 Core= + PPI 10/12 Retail Sales 10/12 Retail Sales ex-auto 10/12 Mich Sentiment-Pre= +l. 10/15 Business Inventories - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IM= +AGE]Qcharts =09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 Eighty percent of success is sho= +wing up.: Woody Allen =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/12/2001 12:03 = +ET Symbol Last Change % Chg [IMAGE] CPHD6.08[IMAGE]0.6111.15%[IMAGE] THE= +RN/AN/A0.00%[IMAGE] ORCH3.82[IMAGE]0.7223.22%[IMAGE] PWAV13.58[IMAGE]3.0829= +.33%[IMAGE] WSTL1.52[IMAGE]0.2923.57%[IMAGE] AATK2.60[IMAGE]0.0481.88%[IMAG= +E]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. otherwise.- = +- - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of the Day! Q. A= +ndrea Wang asks, ""Why do companies do revere splits? And what's a reverse s= +plit of 10 to 1 instead of 2 to 1?""Reverse splits (and splits, for that mat= +ter) have to do with the number of outstanding........ MORE [IMAGE] Do you= + have a financial question? Ask our editor - - - - - VIEW Archive [IMAGE= +] [IMAGE] [IMAGE]=09 =09=09=09=09[IMAGE] [IMAGE] Market Outlook = + The Bears are Back In Town By:Adam Martin Stocks remain in the red as th= +e trading day continues, though the NASDAQ has briefly visited positive ter= +ritory and remains near the flatline. The consumer confidence index announ= +ced at 10am Eastern showed a bit more strength than expected in the wake of= + the September 11th tragedy, a show of strength which could help offset oth= +er news weighing the market down this morning. The producer's price index = +showed wholesale prices rising higher than expected, increasing fears of in= +flation at the wholesale level, and retail sales are down for the month of = +September. There was something of a continuation of yesterday's good news = +from corporate America as Juniper Networks reported earnings that beat the = +street, but analysts feel that the combination of weak economic data and so= +me profit taking ahead of the weekend will likely mean some losses today. = +- - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Friday The Wisdom of Don Carnage C= +arnage on the real price of petty theft, roller coasters, and self help aut= +hors, help thyselves! [IMAGE] [IMAGE]=09 =09 [IMAGE] Stocks to Wat= +ch DaimlerChrysler Unit To Cut 2,700 Jobs DaimlerChrysler AG said Frida= +y it would cut 2,700 jobs at its troubled Freightliner truck subsidiary and= + close three plants in a plan meant to return the division to profitability= + by 2003. Boeing to cut 1,500 services jobs Boeing Co. (NYSE:BA) said o= +n Friday it would cut 1,500 in its shared services unit by December 14, in = +addition to cuts of 10,500 workers in its world-leading commercial jet unit= +. SunGard to buy Comdisco services unit for $825 mln Computer leasing comp= +any Comdisco Inc. (NYSE:CDO) said on Friday it would sell its technology se= +rvices business to SunGard Data Systems Inc. (NYSE:SDS) for $825 million a= +fter the financial services software company topped an earlier offer by Hew= +lett-Packard Co.(NYSE:HWP). Juniper 3rd quarter results beat Street Netwo= +rking equipment maker Juniper Networks Inc. (NASDAQ:JNPR) on Thursday repor= +ted third-quarter results that beat Wall Street expectations and said it ha= +d focused on finances in a tough environment. DoubleClick expects to cut 1= +00 jobs in 4th quarter No. 1 online advertising firm DoubleClick Inc.'s (-= + - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News CPHD News MaverickTrader.C= +om Announces Investment Opinion: Rally Ahead? BusinessWire: 10/10/2001 20:= +28 ET UPDATE 1-Nanogen, AVANT stock rises on attack fears Reuters: 10/10/2= +001 17:35 ET Audio:Biological warfare investment plays ON24: 10/10/2001 16= +:04 ET - - - - - MORE [IMAGE] THER News Therasense debuts; 2nd IPO after = +long drought Reuters: 10/12/2001 11:37 ET TheraSense, Inc. Announces Initi= +al Public Offering PR Newswire: 10/12/2001 09:02 ET DIARY - Today in U.S. = +Equities - Oct. 12 Reuters: 10/12/2001 07:17 ET - - - - - MORE [IMAGE] OR= +CH News Audio:Spotlight: Orchid BioSciences ON24: 10/12/2001 11:35 ET Orc= +hid and Ellipsis Announce SNP and Pharmacogenomics Collaboration PR Newswi= +re: 10/10/2001 07:03 ET Orchid and Hitachi Software's MiraiBio Announce Glo= +bal Marketing Agreement for SNPstream(R) MT PR Newswire: 10/08/2001 07:03 = +ET - - - - - MORE [IMAGE] PWAV News Audio:Analysts: Powerwave showed good= + expense control in Q3 ON24: 10/12/2001 09:18 ET Audio:Analyst: Powerwave = +showed good expense contril in Q3 ON24: 10/11/2001 20:49 ET Audio:Powerwav= +e sees shares rise despite missing EPS estimates ON24: 10/11/2001 19:04 ET= + - - - - - MORE [IMAGE] WSTL News Westell Technologies Announces Distribu= +tion Agreement with Telmar Network Technology BusinessWire: 10/10/2001 13:= +02 ET Westell Technologies Appoints Roger L. Plummer To Board Of Directors = + BusinessWire: 10/08/2001 16:03 ET WESTELL TECHNOLOGIES INC FILES FORM DEF = +14A (*US:WSTL) EDGAR Online: 10/04/2001 16:36 ET - - - - - MORE [IMAGE] A= +ATK News UPDATE 1-Nanogen, AVANT stock rises on attack fears Reuters: 10/= +10/2001 17:35 ET Detection, vaccine firms benefit from attack fears Reuter= +s: 10/10/2001 12:50 ET UPDATE 1- Cepheid shares soar as anthrax attack fear= +s set in Reuters: 10/09/2001 16:42 ET - - - - - MORE [IMAGE] [IMAGE]= +=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. 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Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/232.","Message-ID: <19154177.1075852696252.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 10:25:13 -0700 (PDT) +From: citibank@info.citibankcards.com +To: jarnold@enron.com +Subject: News from Cardmember Central +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Citibank"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +=09[IMAGE]=09 October 2001=09 + + +=09 Cardmember Central Newsletter=09 + + +[IMAGE]=09This monthly newsletter will help you get the most from yo= +ur online experience with us, and keep you informed of the latest fe= +atures of Citi + online products and services. To find out more, visit Cardmember = + Central . =09=09[IMAGE]=09 In this issue: ? Stop = + Receiving Paper Statements in the Mail and Get a $5 Statement Credit* = +? Sort Your Transactions ?View Your Unbilled Transactions an= +d Statement Activity ! Your Way ? #2 ranking by Go= +mez for Top Internet Credit Card Sites =09 + + +=09=09 +=09=09 +=09=09 +=09=09 +[IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 Stop Receiving Paper Statement= +s in the Mail and Get a $5 Statement Credit With the free All-Electronic o= +ption, you can stop getting a paper statement in the mail each month an= +d be notified by email when your latest statement is available for online v= +iewing. After enrolling, you're on your way to earning a $5 statement c= +redit. This offer expires November 30, 2001.* Once you've received your em= +ail statement notice, sign?on to Cardmember Central from any comput= +er, anywhere, and securely view your stat! ement in its entirety. Yo= +u can then choose to download it, file it, or print a copy. Even if = +your computer crashes, your information is safely stored in our netw= +ork and will not be affected. What makes this option so appealing is the = +ability to click on an individual transaction to view the details be= +hind it. In the paper world, you?d have to pick up the phone and cal= +l us to get the same information. Opting for All?Electronic also mea= +ns that you have the power of paying online with Click?to?Pay +. Not only does your paper statement stop, but the traditional paper= + check, envelope and stamp disappear too. It takes just a few minut= +es to enroll. Sign-on to Cardmember Central. From the Manage My Acc= +ount Menu, go to Stop! Paper Statements. This no-cost service will b= +ecome effective at the beginning of the next billing cycle. All-Elec= +tronic is the perfect way to manage your Citi credit card accounts o= +n the Internet. Return to the Top Sort Your Transactions?V= +iew Your Unbilled Transactions and Statement Activity Your Way. The advant= +ages of viewing your statement through Account Online keep adding up= +. Now you can sort your unbilled and statemented transactions in any= + order that meets your needs. Simply click on what you want to sort = +by and it does it automatically. Sort and view all account activity = +in ascending or descending order by: ! Transaction date P= +osting date Merchant name or description Amount To se= +e how it works, sign-on and view an online statement or your unbill= +ed activity. Return to the Top # 2 Ranking by Gomez for T= +op Internet Credit Card Sites. Based on our newly designed Interne= +t site, Cardmember Central at citicards.com rose to the # 2 overall= + ranking by Gomez for Top Int! ernet Credit Card Sites. We also ranked #1 = +for Ease of Use and #1 in Relationship Services! It?s through your feedbac= +k that we?re able to provide the best online experience available. A= + big ""Thank You"" for your comments about Cardmember Central! Feel fr= +ee to contact us with your views concerning this newsletter, through= + the Help/Contact Us menu at Cardmember Central . Return to the Top = +=09 + + + =09 *If! you have already registered for the All-Electronic option, y= +ou are not eligible for the $5 statement credit. You must enroll b= +y November 30, 2001 in order to qualify. In addition, you must be = +enrolled in All-Electronic for four consecutive months to be eligi= +ble. No statement credits will be awarded to accounts enrolled in = +All-Electronic for less than four consecutive months. Your statem= +ent credit will be posted on your March 2002 statement. Your account mus= +t remain open and in good standing per your Citibank Cardmember Agreement a= +t the time of fulfillment to qualify. If you have difficulty linking to= + any of the above URLs, simply cut and paste this URL into your browser: = + http://info.citibankcards.com/cgi-bin/gx.cgi/mcp?p=3D036$v036_i4RFMP= +012000m9Puc9P$t Notice: If you do not wish to receive future email updates= + about the exciting offers and s! ervices available to you as a Ci= +tibank cardmember, go to: unsubscribe This message is for inform= +ation purposes only. Please understand that we cannot respond to= + individual messages through this email address. It is not secure = +and should not be used for credit card account related questions. For cred= +it card account related questions, sign-on to Cardmember Central = + and use the Write to Customer Care feature under the Help/Contact Us menu.= + ? 2001 Citibank (South Dakota), N.A. Member FDIC All rights reserved. Ci= +tibank is a registered service mark of Citicorp. =09 + +[IMAGE]" +"arnold-j/deleted_items/233.","Message-ID: <3046299.1075852696334.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 11:11:18 -0700 (PDT) +From: ina.rangel@enron.com +To: dutch.quigley@enron.com, john.arnold@enron.com, mike.maggi@enron.com, + larry.may@enron.com, john.griffith@enron.com, andy.zipper@enron.com +Subject: Marisa Dinardo +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Quigley, Dutch , Arnold, John , Maggi, Mike , May, Larry , Griffith, John , Zipper, Andy +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I called the church that Marisa Dinardo's service is to be held at tommorrow and they are not accepting flowers. Instead the family is asking that a donation be sent to the following: + +Marisa's Children's Fund +PO Box 77 +Rowayton, CT 06853" +"arnold-j/deleted_items/234.","Message-ID: <28641930.1075852696358.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 12:54:10 -0700 (PDT) +From: gamma@concentric.net +To: john.arnold@enron.com +Subject: Re: Yahoo - GE Lighting Launches National Energy Program ... + Commits to Major Produ +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Bill Perkins"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I will see you there + +++++++CONFIDENTIALITY NOTICE+++++ The information in this email may be +confidential and/or privileged ++++++CONFIDENTIALITY NOTICE+++++ The +information in this email may be confidential and/or privileged. This email +is intended to be reviewed by only the individual or organization named +above. If you are not the intended recipient or an authorized representative +of the intended recipient, you are hereby notified that any review, +dissemination or copying of this email and its attachments, if any, or the +information contained herein is prohibited. If you have received this email +in error, please immediately notify the sender by return email and delete +this email from your system. Thank You +----- Original Message ----- +From: +To: +Sent: Friday, October 12, 2001 2:53 PM +Subject: RE: Yahoo - GE Lighting Launches National Energy Program ... +Commits to Major Produ + + +> +> [Arnold, John] We're working out today at 4:30 +> +> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +> ********************************************************************** +>" +"arnold-j/deleted_items/235.","Message-ID: <13048867.1075852696381.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 12:54:47 -0700 (PDT) +From: kimberly.banner@enron.com +To: john.arnold@enron.com +Subject: hey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Banner, Kimberly +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +How's it going? I think that I may have left something very valuable at your house. My necklace. Actually, it's not really that valuable but I do want it back unless of course you are wearing it. It's not urgent so just let me know when you have time to get it to me. + +Kim" +"arnold-j/deleted_items/236.","Message-ID: <547046.1075852696404.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 15:47:24 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/12/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/12/2001 is now available for viewing on the website." +"arnold-j/deleted_items/238.","Message-ID: <9727668.1075852696451.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 15:00:51 -0700 (PDT) +From: info@winebid.com +To: october2001@lists.winebid.com +Subject: California Cabs for the holidays at winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: October2001 +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Welcome to winebid.com's newest auction, which includes a special +auction of outstanding California Cabernet Sauvignons. Both auctions +begin closing Sunday Oct. 21 at 9 p.m. US Eastern Time. + +Cabernet Sauvignon is king in California, and for this special event we have +assembled an extraordinary and deep collection of classic and cult Cabs. +Look for terrific values in this auction. With the holidays right around the +corner now is a great time to restock your cellar with everyone's favorite +elite cabs, including these: Abreu 1994, $250; Beringer Private Reserve +1997, a 6-bottle case, $425; Bryant Family 1997, (100 points from Robert M. +Parker Jr.), $530; Harlan Estate 1997, (another 100 pointer from Parker), +$460; Dalla Valle 1994, $85; Dominus Napanook 1992, $70; Dunn Howell +Mountain 1997, $75; Quintessa 1995, $50; Silver Oak Alexander 1997, $60; and +Spottswoode 1992, $45. +Find them here: http://www.winebid.com/home/spotlight1.shtml + +If you'd rather serve Bordeaux for the holidays, we have full cases of 1998 +Bordeaux, all of which were recently released and imported directly from +Bordeaux. All earned at least 90 points from Robert M. Parker Jr. and Wine +Spectator. We offer full cases of Ausone, Ducru-Beaucaillou, and +Leoville-Las-Cases. +Find them here: http://www.winebid.com/home/spotlight6.shtml + +Other treats include seductive Italians that win rave reviews from the +critics. Here we offer Guado Al Tasso (P. Antinori) 1997. Wine Spectator +rated it at 96 points and placed it No. 12 of the 100 top wines of 2000. How +about Ornellaia (L. Antinori) 1997, Spectator?s No. 9 wine for 2000? And +listen to Wine Spectator rave about Tignanello (P. Antinori) 1997: ""A +fabulous Tuscan red, young and racy."" +Find them here: http://www.winebid.com/home/spotlight4.shtml . + +If you click on a link in this email and it doesn't open properly in your +browser, try copying and pasting the link directly into your browser's +address or location field. + +Forget your password?: +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml +" +"arnold-j/deleted_items/239.","Message-ID: <15737103.1075852696474.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 14:51:02 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/12/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/12/2001 is now available for viewing on the website." +"arnold-j/deleted_items/24.","Message-ID: <3251287.1075852688855.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 05:24:49 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/5 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude34.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas34.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil34.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded34.pdf + +Nov WTI/Brent Spread http://www.carrfut.com/research/Energy1/clxqox.pdf +Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Nov/Jan Nat Gas http://www.carrfut.com/research/Energy1/ngxngf.pdf +Jan/Feb Heat http://www.carrfut.com/research/Energy1/hofhog.pdf +Gas/Heat Spread http://www.carrfut.com/research/Energy1/huxhox.pdf +Nov/Mar Unlead http://www.carrfut.com/research/Energy1/huxhuh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG34.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG34.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL34.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/240.","Message-ID: <17470875.1075852696500.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 14:19:20 -0700 (PDT) +From: no.address@enron.com +Subject: Supplemental Weekend Outage Report for 10-12-01 through 10-14-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 12, 2001 5:00pm through October 15, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +EES: + +Impact: EES +Time: Sat 10/13/2001 at 2:00:00 PM thru Sat 10/13/2001 at 5:00:00 PM +Outage: Netfinity upgrade on EES Lotus Notes - Server name EESHOU-LN11 & EESHOU-LN12 +Disruption: Intermittent Disruption of Service +Environments Impacted: EES +Purpose: +Backout: Uninstall monitoring tools. +Contact(s): Animesh Solanki 713-853-5147 + Roderic H Gerlach + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: SEE ORIGINAL REPORT + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: SEE ORIGINAL REPORT + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: SEE ORIGINAL REPORT + +SITARA: SEE ORIGINAL REPORT + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: SEE ORIGINAL REPORT + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +----------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"arnold-j/deleted_items/241.","Message-ID: <31730442.1075852696534.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 15:00:07 -0700 (PDT) +From: bear@specsonline.com +To: jarnold@ect.enron.com +Subject: SPEC's EVENTS and GREAT 1997 CABERNET VALUE +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Bear Dalton (Spec's)"" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Click Here for Last Mailing: http://204.128.208.250/docs/mailings/20011012.txt + + +GREAT 1997 CABERNET VALUE +RH PHILLIPS Toasted Head CABERNET SAUVIGNON/SYRAH, CALIFORNIA, 1997 +12x750ml $13.99 per bottle (cash) $154.91 per case (Cash) +A blend of 55% Mendocino County Cabernet Sauvignon with 45% Dunnigan +Hills (Yolo County) Syrah this is a juicy, ripe, well-focused, +flavorful Cabernet-blend that exemplifies the excellent 1997 vintage. +Alive with flavor, it offeres black cherry, blackberry, and black +raspberry fruit along with notes cedar, black pepper, tobacco, and +leather. It has a great medium-weight feel and a supple texture. +It is alive, vibrant, and elegant in the mouth. Not complex but +super delicious. I almost don't want to give it the score it +deserves because I'm afraid no one will believe me; it tastes like +it cost much more and comes from a much fancier appellation. +Excellent. SPEC's Score: 92+ points. (Due to the fact that only +22 cases of this 1997 are available, this item will be sold at +SPEC's 2410 Smith Street Warehouse Store only.) + +THE GREAT UNKNOWN: Wine From Off the Well-Worn Path + Whether you're a wine adventurer or you're just tired of drinking the +same old thing, this is the class for you. On THURSDAY, OCTOBER 18TH at +7:00pm, SPEC's and the Wine School at l'Alliance Francaise will offer a +class and tasting entitled THE GREAT UNKNOWN: Wine from Off the Well-Worn +Path. This class will look at and taste twelve very-good-to-great wines +from lesser-known wine growing areas in France, Spain, and Portugal. The +class will focus on how the wines are made, the grapes used to make them, +and the land they come from as well as how they match-up with food. Twelve +wines representing a range of styles including both red and white wines +will be tasted. THE GREAT UNKNOWN: Wine from Off the Well-Worn Path will +cost$46.00 ""cash"" per person ($48.42 regular) with a $10.00 discount +available for 1000 SPEC's Key points. For directions, reservations, +or more information on this class, please call SPEC's at +713-526-8787. This class will be held at l'Alliance Francaise. +L?Alliance Fran?aise, the French cultural organization in Houston, +is located at 427 Lovett Boulevard (on the southeast corner of Lovett +and Whitney, one block south of Westheimer).PLEASE SEE WINE SCHOOL +CANCELLATION POLICY AT BOTTOM. + +THUNDER IN TUSCANY: Fontodi and Felsina Chianti Dinner at Simposio +Please join SIMPOSIO Chef Alberto Baffoni and SPEC's Italian wine +buyer Joseph Kemble for the premier dinner at Simposio featuring +the newly released 1999 Chiantis from both Fontodi and Felsina. Be +among the first in Texas to hear the thunder coming from Tuscany. +Chef Baffoni's Menu starts with Tuna carpaccio marinated in a lemon +dressing with calamata olives and red onion dressing served with +Pra Soave Classico Superiore 2000. Then comes Spinach and potato +gnocchi in a gorgonzola cheese sauce served with Felsina Chinati +Classico 1998 followed by Grilled wild boar sausage with baby +spinach salad in a balsamic tomato vinaigrette served with Fontodi +Chianti Classico 1998. The main course is a Duck leg confit with +sauteed swiss chard and sweet and sour shallot sauce served with +Fontodi Chianti Classico 1999. A Cheese platter with fruit and +walnut will be served with Felsina Chianti Classico 1999. Thunder +in Tuscany is $79.00 per person plus tax and gratituity and will +take place at Simposio Restaurant, 5591 Richmond Avenue at Chimney +Rock, at 7:00 PM on Tuesday, October 16, 2001. For more information +or reservations, please call Simposio at 713-532-0550 or e-mail +simposio@pdq.net + +OUISIE?S TABLE MORGAN VINEYARDS OCTOBER WINE PAIRING DINNER +Ouisie?s Table at 3939 San Felipe Road is hosting their last wine +pairing dinner of the year on Wednesday, October 31, 2001 (Halloween). +The evening will begin at 6:45p.m with a cocktail reception. The +guests will enjoy a multi-course meal along with wines from the +Morgan Winery produced out of the Santa Lucia Highlands appellation +and Monterey County in California. Dan and Donna Lee founded Morgan +Winery in 1982, with a goal of creating the finest wines possible +by obtaining the highest quality fruit. The Lee's named the ranch +the Double L, short for Double Luck, for their identical twin +daughters, Annie and Jackie, who were 5 years old at the time. +The Double L is farmed organically, the only organic vineyard in +the Santa Lucia Highlands. The tariff for the dinner is $85.00 per +person plus tax and gratuity. For reservations please call Ouisie's +713-528-2264 Tuesday through Saturday. Any questions regarding the +menu or wines may be directed to a Ouisie's manager. + +OTHER UPCOMING EVENTS (Details to be Announced) +10/25/01 (Thursday, 7pm) - 1999 Zinfandel: Round II +10/30/01 (Tuesday, 7pm) - Ch. Haut Brion Dinner at Four Seasons Hotel +11/07/01 (Wednesday, 7pm) - Oysters and Fevre Chablis Dinner +11/13/01 (Tuesday, 7pm) - Rhone Valley Wines Class and Tasting +11/14/01 (Wednesday, 7pm) - BV Georges de Latour Cabernet + Sauvignon Reserve 1998 Release Party + +WINE SCHOOL CANCELLATION POLICY +If for any reason you need to cancel a reservation for a class, +dinner, or other event, please let us know at 713-526-8787 as soon +as possible. Reservations canceled before 4pm on the last business +day before the event (usually 27 hours) will not be charged. +Cancellations received after 4pm on the business day before the +event will be charged unless those seats can be resold. All +no-shows will be charged. + +" +"arnold-j/deleted_items/242.","Message-ID: <12961670.1075852696563.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 14:37:40 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +USA: INTERVIEW-Enron impatient at power deregulation pace. +Reuters English News Service, 10/12/01 +UK: Enron's European electricity trading volumes soar. +Reuters English News Service, 10/12/01 + +Northwest Natural Picks Merrill, CSFB to Arrange $2.1 Bln Loan +Bloomberg, 10/12/01 + +UK: INTERVIEW-Metals screen trade set to evolve - Spectron. +Reuters English News Service, 10/12/01 +USA: Citizen wins two Petroecuador oil contracts. +Reuters English News Service, 10/12/01 + +British Court Blocks Indian State's Enron Challenge, AP Says +Bloomberg, 10/12/01 + + + +USA: INTERVIEW-Enron impatient at power deregulation pace. +By Chris Baltimore + +10/12/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +WASHINGTON, Oct 12 (Reuters) - Nearly 10 years after Congress passed the Energy Policy Act in 1992 to promote competition in the nation's $220 billion wholesale power market, Enron Corp is growing impatient. +From the U.S. Supreme Court to Congress and the Federal Energy Regulatory Commission, the Houston-based energy and commodities trading giant has spread its open-market gospel. +""Five years ago we clearly thought we would be much farther along than we are now,"" Rick Shapiro, Enron's managing director of government affairs, told Reuters in an interview on Friday. +""Finishing the job of making wholesale markets work across the U.S. is our number one objective,"" Shapiro said. +Enron has a large stake in the regulatory debate. With wide-ranging commodity positions from lumber to pulp to bandwidth, oil and natural gas, its strategy hinges on the ability to transfer those products from buyer to seller more cheaply and quickly than its competitors. +For the power market, that means Enron needs easy access to electric transmission lines, the interstate highway system that allows it to wheel supplies between regions and capitalize on short-term price imbalances. +UTILITIES BLOCK COMPETITION +Enron's big problem? Traditional utilities own transmission lines and have shaped the rules to block new entrants and favor their own generation, Shapiro said. +""Vertically integrated monopolies have been very effective in delaying wholesale competition across the board,"" he said. +In its pleas to Supreme Court justices and regulators, Enron has tried to empower federal regulators to force utilities to open their wires to competition. +The Supreme Court last week heard oral arguments in a case that could be a watershed for the U.S. power industry and decide whether FERC has the right to drive competition on state transmission networks. +In a classic battle of state versus federal jurisdictional turf, Enron wants the court to give FERC more authority to compel states to open their transmission grids to competitors. +Meanwhile, New York has brought a companion case that says FERC has gone too far and the court should give control of transmission wires back to the states. +""This is an example of an agency that has overstepped its bounds,"" Lawrence Malone, general counsel for the New York State Public Service Commission, said at the oral argument. +New York wants the court to revoke FERC's authority to regulate retail sales, contending electricity involved in such sales stays within state boundaries and is not subject to federal legislation. +""I think a victory for New York would be absolutely disastrous for consumers across the country,"" Shapiro said. +""FERC has jurisdiction. All they need to do is exercise it,"" Shapiro said, echoing Enron lawyers' case to Supreme Court justices that existing laws give FERC the power to do Enron's will. +Enron does not see a recent congressional push for energy legislation as key to its plans, Shapiro said. ""FERC is doing its job on the electricity front. I'm not sure that legislation is required on that front."" +FERC SHOWS PROMISING SIGNS +With new Chairman Pat Wood at the helm, FERC is moving in the right direction to drive competition, Shapiro said. ""It's early in his tenure,"" Shapiro said of Wood. ""Many of the signs are promising."" +Wood has made so-called regional transmission organizations a high priority and set aggressive agency rules to drive utilities to join them. +RTOs establish common rules that allow utilities to smoothly trade bulk electricity across the borders of their own local transmission systems. Enron sees RTOs as a positive step toward competition. +In what he called a ""carrots and sticks"" approach, Wood signaled in late September that utilities must either join RTOs or face losing the right to sell power in wholesale markets. +FERC will hold a week-long meeting on RTOs beginning Monday. +Enron is skeptical that carrots are useful, and is a bigger fan of sticks, Shapiro said. +Utilities have ""gotten quite fat over the last nine or 10 years,"" Shapiro said, and will shrug off FERC's incentives. ""I'm not sure there are a sufficient number of carrots in the world right now to incentivize these companies,"" Shapiro said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +UK: Enron's European electricity trading volumes soar. + +10/12/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 12 (Reuters) - U.S. energy group Enron on Friday said it traded five times as much wholesale electricity in continental Europe during the first half of this year as in the same period last year. +Continental power trading director Gregor Baeumerich told Reuters the company traded 523 terawatt hours in the first half - roughly equivalent to annual German power demand - up from 93 terawatt hours in the first half of 2000. +""On average we are now doing around 200 deals a day with about 300 counterparties,"" he said. +Liquidity in Germany, Europe's biggest power market, had risen partly due to more trading by municipal utilities, he said. +Baeumerich said volumes in the French power market had risen sharply in recent weeks after Electricite de France last month auctioned off access to 1,200 megawatts of it generation capacity. +He said annual contracts for physical baseload power for 2002 were trading daily. Up to 30 companies participated in the French market. +""Utilities from across the continent are trading the French market,"" said Baeumerich. +Much of the trading took place on France's borders with neighbouring countries, he said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Northwest Natural Picks Merrill, CSFB to Arrange $2.1 Bln Loan +2001-10-12 13:05 (New York) + +Northwest Natural Picks Merrill, CSFB to Arrange $2.1 Bln Loan + + New York, Oct. 12 (Bloomberg) -- Northwest Natural Gas Co. +picked Merrill Lynch & Co. and Credit Suisse First Boston to +arrange a $2.1 billion loan to help finance its acquisition of +Portland General Electric, said bankers familiar with the loan. + + The high-yield loan, the largest announced since the +terrorist attacks of Sept. 11, will include $450 million of +working capital. Another $450 million will be replaced by a junk +bond of the same size, the bankers said. + + Merrill, which advised Northwest on its acquisition, will +manage the bond sale. Credit Suisse advised Enron Corp. on the +sale of Portland for $2.9 billion in cash, stock and assumed debt +to Northwest. + + Portland, Oregon-based Northwest also plans to issue $150 +million of common equity once the acquisition is closed, according +to Chief Executive Richard Reiten. The company expects a nine- +month to 12-month regulatory approval period, Reiten said. + + Northwest is forming a holding company to take on the debt +needed to finance the transaction. Standard & Poor's said that the +debt at the holding company is expected to be rated below +investment grade. The utilities -- Northwest Natural and Portland +General -- are expected to keep their investment-grade ratings, +S&P said. + + + +UK: INTERVIEW-Metals screen trade set to evolve - Spectron. +By Andy Blamey + +10/12/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 12 (Reuters) - Electronic trading of base metals futures has established a firm foothold in the market but the nature of online trading platforms looks set to evolve further, says Gavin Gross, head of LME metals at Spectron Futures Ltd. +UK-based energy and commodities broker Spectron's electronic platform for the trading of London Metal Exchange (LME) contracts has become required viewing for traders alongside the LME's own system LME Select and the Enron Group's EnronOnline. +""I think we've proved that people will trade LME derivatives contracts online, because there are some great advantages to doing so,"" Gross told Reuters in a telephone interview. +""And unlike the physical markets, where things haven't really taken off online, all three platforms are pretty much indispensable to the market."" +Both Spectron and LME Select are neutral platforms in which Category 1 and Category 2 LME members trade with each other, while EnronOnline is open to a wider membership but has Enron itself as the sole counterparty in each transaction. +This leaves a gap in the market for a multi-party trading system open to industry participants beyond the immediate trading community, Gross suggested. +""I think the clear trend for metals derivatives trading for the future is for open platforms which would allow dealers and clients in the market to interact with each other online,"" he said. +Direct access for clients to an electronic trading environment could mean changes in the role of the broker, he said. +""Clients will have the advantage of more control, more visibility and more transparency in what they do. However, they'll have to pay for services,"" Gross said. +""You could see a situation where dealers specialise in different areas - certain dealers would provide credit functions, certain institutions would provide clearing, others would provide execution and certain companies would provide market-making."" +DIFFICULT CONDITIONS +Difficult market conditions are already forcing metals traders to rethink their activities; this week alone has seen N.M. Rothschild & Sons exit base metals trading and both Bank of Nova Scotia and Enron looking to scale back. +""On the LME now you've got low volumes, falling volatilities, falling prices and we're in the grips of a bear market. It's very, very poor for business in general,"" Gross said. +""There are too many dealers around chasing a shrinking amount of business...Each company is going to have to look very carefully at their business and their staffing levels."" +Spectron has not been immune from declining volumes. +""Our volumes for the first 12 months of operation were fantastic, way beyond what we had expected. However, our volumes have fallen in the recent quarter,"" Gross said. +""That's due to two factors: first, the overall market activity is lower, and second LME Select has managed to attract some of the business that we would previously have had 100 percent of."" +The company is now looking at ways to further develop its trading platform. +""We're beginning to investigate ways to add certain features and do things differently. That might involve creating an alternative platform where clients could access prices and thereby widen the service,"" Gross said. +But, he stressed, ""we have to keep the interests of our dealer clients foremost."" +UNCERTAINTY +In the current environment, the LME's refusal to throw its weight behind either open-outcry floor trade or its new screen system - the exchange has taken pains not to express any preference and to ""allow the market to decide"" - may prove to be counterproductive, Gross said. +""By having two systems running side by side ... the exchange is almost moving in two totally different directions,"" he said. +""There's a feeling that the ring is doomed, which doesn't do anything to encourage its use, while the reluctance to fully back electronic trading means that you're still only seeing a trickle of business going through Select in terms of overall volumes."" +While preferences vary in different sectors of the market, the current uncertainty is helping no-one, he said: +""Metals traders just want to trade. They just want to know with some kind of certainty how the market will be structured in future so they can structure their business to support that and make money."" + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: Citizen wins two Petroecuador oil contracts. + +10/12/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 12 (Reuters) - Oil firm Citizen won the remaining two of Ecuador's crude oil contracts by matching the price differential of $6.97 below West Texas Intermediate (WTI) set by another bider, Petroecuador said Friday. +Petroecuador awarded U.S.-based Citizen two contracts, each of 12,000 barrels per day (bpd), for three months after matching Coastal Petroleum's bid of $6.97 under WTI, with a floor price for WTI at $20 per barrel. +Petroecuador last week retendered eight three-month crude lots, each for 12,000 bpd, following a price dispute with former contract holders that led Ecuador's state oil company to break the deals. +Enron Corp. and Rio Energy were awarded earlier this week one 12,000 bpd contract each, while Anglo Energy and Coastal each will take two contracts. +The new contract holders will start loading their first cargo during the first half of November, a Petroecuador official said. +Petroecuador will set the price of Ecuador's crude for December and January based on market values. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +British Court Blocks Indian State's Enron Challenge, AP Says +2001-10-12 12:25 (New York) + + + Mumbai, Oct. 12 (Bloomberg) -- Enron Corp.'s bid for +international arbitration over its Dabhol Power Co. project to +recover claims of as much as $5 billion can't be delayed with +legal action by an Indian state government, a Commercial Court in +London ruled, the Associated Press reported. + + The injunction prevents the Indian state of Maharashtra from +initiating legal action that would delay arbitration of disputes +over the Houston-based power company's project, AP said, citing +Enron. + + The injunction obtained Wednesday is separate from a case +pending before the state-owned Maharashtra Regulatory Commission, +AP said. The Maharashtra State Electricity Board has said it can't +afford the energy prices negotiated seven years ago. + + An Indian court has ordered a stay until a decision is +reached on whether the commission has jurisdiction in the matter. +Enron has a 65 percent stake in 2,184-megawatt power project, +India's biggest foreign investment, AP said. The company wants to +pull out of India and recover its investment and that of its +partners, General Electric Co. and closely held Bechtel Group. + +" +"arnold-j/deleted_items/243.","Message-ID: <11427064.1075852696667.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 15:12:05 -0700 (PDT) +From: bob.ambrocik@enron.com +To: aaron.adams@enron.com, ana.agudelo@enron.com, billie.akhave@enron.com, + bob.ambrocik@enron.com, bridgette.anderson@enron.com, + aaron.armstrong@enron.com, bryan.aubuchon@enron.com, + c..aucoin@enron.com, ashraf.ayyat@enron.com, bilal.bajwa@enron.com, + briant.baker@enron.com, arun.balasundaram@enron.com, + andres.balmaceda@enron.com, angela.barnett@enron.com, + andreas.barschkis@enron.com, amit.bartarya@enron.com, + bryce.baxter@enron.com, antoinette.beale@enron.com, + angeles.beltri@enron.com, aaron.berutti@enron.com, + amy.bundscho@enron.com, bryan.burch@enron.com, + aliza.burgess@enron.com, andrew.burns@enron.com, + adam.caldwell@enron.com, anthony.campos@enron.com, + brenda.cassel@enron.com, amy.cavazos@enron.com, betty.chan@enron.com, + aneela.charania@enron.com, alejandra.chavez@enron.com, + angela.chen@enron.com, benjamin.chi@enron.com, andy.chun@enron.com, + r..conner@enron.com, audrey.cook@enron.com, barbara.cook@enron.com, + brooklyn.couch@enron.com, beth.cowan@enron.com, bob.crane@enron.com, + bryan.critchfield@enron.com, bernard.dahanayake@enron.com, + andrea.dahlke@enron.com, brian.davis@enron.com, + bryan.deluca@enron.com, bali.dey@enron.com, + ajit.dhansinghani@enron.com, amitava.dhar@enron.com, + bradley.diebner@enron.com, m..docwra@enron.com, bill.doran@enron.com, + alan.engberg@enron.com, brian.eoff@enron.com, brian.evans@enron.com, + ahmad.farooqi@enron.com, brian.fogarty@enron.com, + brian.fogherty@enron.com, allan.ford@enron.com, + bill.fortney@enron.com, bridget.fraser@enron.com, + bryant.frihart@enron.com, alex.fuller@enron.com, alok.garg@enron.com, + brenda.giddings@enron.com, brian.gillis@enron.com, + amita.gosalia@enron.com, bill.greenizan@enron.com, + alisha.guerrero@enron.com, r..guillen@enron.com, amie.ha@enron.com, + bjorn.hagelmann@enron.com, ahmed.haque@enron.com, d..hare@enron.com, + bruce.harris@enron.com, andrew.hawthorn@enron.com, + brian.hendon@enron.com, f..herod@enron.com, andrew.hill@enron.com, + anthony.hill@enron.com, alton.honore@enron.com, brad.horn@enron.com, + bryan.hull@enron.com, alton.jackson@enron.com, aaron.jang@enron.com, + brent.johnston@enron.com, amy.jones@enron.com, + bill.kefalas@enron.com, bilal.khaleeq@enron.com, + akhil.khanijo@enron.com, basem.khuri@enron.com, + bob.kinsella@enron.com, alexios.kollaros@enron.com, + amanda.krcha@enron.com, arvindh.kumar@enron.com, + beverly.lakes@enron.com, amit.lal@enron.com, + andrea.langfeldt@enron.com, bryan.lari@enron.com, + brian.larkin@enron.com, h..lewis@enron.com, angela.liknes@enron.com, + ben.lockman@enron.com, a..lopez@enron.com, albert.luc@enron.com, + anita.luong@enron.com, anthony.macdonald@enron.com, + 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craig.joplin@enron.com, + carol.kowdrysh@enron.com, connie.kwan@enron.com, + chad.landry@enron.com, biral.raja@enron.com, brooke.reid@enron.com, + brant.reves@enron.com, beatrice.reyna@enron.com, + brad.richter@enron.com, bryan.rivera@enron.com, + bernice.rodriguez@enron.com, brad.romine@enron.com, + bruce.rudy@enron.com, blair.sandberg@enron.com, + barbara.sargent@enron.com, bruce.smith@enron.com, + brad.snyder@enron.com, brian.spector@enron.com, + brian.steinbrueck@enron.com, bobbi.tessandori@enron.com, + brent.tiner@enron.com, barry.tycholiz@enron.com, + beth.vaughan@enron.com, brandi.wachtendorf@enron.com, + brandon.wax@enron.com, barbara.weidman@enron.com, + brian.wesneske@enron.com, bill.white@enron.com, + britt.whitman@enron.com, beverley.whittingham@enron.com, + xtrain01@enron.com, xtrain02@enron.com, xtrain03@enron.com, + xtrain04@enron.com, xtrain05@enron.com, xtrain06@enron.com, + xtrain07@enron.com, xtrain08@enron.com, xtrain09@enron.com, + xtrain10@enron.com, dipak.agarwalla@enron.com, + darrell.aguilar@enron.com, diana.andel@enron.com, + derek.anderson@enron.com, diane.anderson@enron.com, + derek.bailey@enron.com, don.bates@enron.com, don.baughman@enron.com, + david.baumbach@enron.com, dennis.benevides@enron.com, + david.berberian@enron.com, don.black@enron.com, + r..brackett@enron.com, daniel.brown@enron.com, + daniel.castagnola@enron.com, diana.cioffi@enron.com, + danny.clark@enron.com, david.coleman@enron.com, + dustin.collins@enron.com, david.cox@enron.com, + daniele.crelin@enron.com, dan.cummings@enron.com, + derek.davies@enron.com, dana.davis@enron.com, + darren.delage@enron.com, david.delainey@enron.com, + christian.lebroc@enron.com, calvin.lee@enron.com, + cam.lehouillier@enron.com, christy.lobusch@enron.com, + chris.luttrell@enron.com, chris.mallory@enron.com, + carey.mansfield@enron.com, ciby.mathew@enron.com, + courtney.mcmillian@enron.com, christina.mendoza@enron.com, + carl.mitchell@enron.com, castlen.moore@enron.com, + 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gina.zambrano@enron.com, john.allario@enron.com, + john.allison@enron.com, jason.althaus@enron.com, + john.alvar@enron.com, jeff.andrews@enron.com, + james.armstrong@enron.com, john.arnold@enron.com, + j.bagwell@enron.com, john.ballentine@enron.com, r..barker@enron.com, + james.batist@enron.com, jan-erland.bekeng@enron.com, + joel.bennett@enron.com, john.best@enron.com, jason.biever@enron.com, + jeremy.blachman@enron.com, jay.blaine@enron.com, e.bowman@enron.com, + jim.brysch@enron.com, john.buchanan@enron.com, jd.buss@enron.com, + a..casas@enron.com, john.cassidy@enron.com, n.chen@enron.com, + john.chismar@enron.com, jae.cho@enron.com, jason.choate@enron.com, + joon.choe@enron.com, jesse.cline@enron.com, jeff.cobb@enron.com, + julie.cobb@enron.com, jim.cole@enron.com, justin.cornett@enron.com, + john.coyle@enron.com, jody.crook@enron.com, + jennifer.cutaia@enron.com, jarrod.cyprow@enron.com, + justin.day@enron.com, john.defenbaugh@enron.com, + janet.dietrich@enron.com, john.disturnal@enron.com, + jad.doan@enron.com, jatinder.dua@enron.com, joe.errigo@enron.com, + javier.espinoza@enron.com, jim.fallon@enron.com, + juana.fayett@enron.com, julie.ferrara@enron.com, + jason.fischer@enron.com, m..forney@enron.com, + jennifer.fraser@enron.com, m..galan@enron.com, + jeff.gamblin@enron.com, jason.garvey@enron.com, + john.godbold@enron.com, joe.gordon@enron.com, jim.goughary@enron.com, + john.grass@enron.com, john.greene@enron.com, john.griffith@enron.com, + jaime.gualy@enron.com, julie.guan@enron.com, jesus.guerra@enron.com, + jason.harding@enron.com, john.hayes@enron.com, + jonathan.heinlen@enron.com, jenny.helton@enron.com, + jon.henderlong@enron.com, john.henderson@enron.com, + judy.hernandez@enron.com, jurgen.hess@enron.com, p.hewes@enron.com, + joseph.hirl@enron.com, john.hodge@enron.com, jonathan.hoff@enron.com, + jim.homco@enron.com, jill.hopson@enron.com, jonathan.horne@enron.com, + jeff.huff@enron.com, james.hungerford@enron.com, + julia.hunter@enron.com, joe.hunter@enron.com, + karima.husain@enron.com, jeffrey.jackson@enron.com, + john.jacobsen@enron.com, john.jahnke@enron.com, + jaimie.jessop@enron.com, jie.ji@enron.com, jamey.johnston@enron.com, + jay.jordan@enron.com, jane.joyce@enron.com, jared.kaiser@enron.com, + jason.kaniss@enron.com, junaid.khanani@enron.com, + jason.kilgo@enron.com, jona.kimbrough@enron.com, jeff.king@enron.com, + john.kinser@enron.com, jay.knoblauh@enron.com, + john.kratzer@enron.com, jenny.latham@enron.com, + jennifer.lee@enron.com, jonathan.lennard@enron.com, + johnson.leo@enron.com, jeff.lewis@enron.com, + jozef.lieskovsky@enron.com, jim.liu@enron.com, jeff.lyons@enron.com, + ingrid.martin@enron.com, jabari.martin@enron.com, + john.massey@enron.com, jonathan.mckay@enron.com, + jason.mcnair@enron.com, john.mcpherson@enron.com, + jana.mills@enron.com, jeffrey.molinaro@enron.com, + thomas.moore@enron.com, jana.morse@enron.com, jean.mrha@enron.com, + john.munoz@enron.com, jim.newgard@enron.com, + jennifer.nguyen@enron.com, h..nguyen@enron.com, + joseph.nieten@enron.com, jeff.nogid@enron.com, ina.norman@enron.com, + l..nowlan@enron.com, john.oljar@enron.com, john.paliatsos@enron.com, + jeffery.parker@enron.com, joe.parks@enron.com, + jessie.patterson@enron.com, julie.pechersky@enron.com, + ingrid.petri@enron.com, james.post@enron.com, joe.quenet@enron.com, + ina.rangel@enron.com, jeanette.reese@enron.com, + jay.reitmeyer@enron.com, y..resendez@enron.com, + jeff.richter@enron.com, jennifer.riley@enron.com, + jim.robertson@enron.com, isaac.rodriguez@enron.com, + jeff.royed@enron.com, jane.saladino@enron.com, + julie.sarnowski@enron.com, john.scarborough@enron.com, + jeff.skilling@enron.com, imran.syed@enron.com +Subject: Solar Migration - Final Notice +Cc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, pamela.brown@enron.com, + paige.cox@enron.com, russell.servat@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, pamela.brown@enron.com, + paige.cox@enron.com, russell.servat@enron.com +X-From: Ambrocik, Bob +X-To: Adams, Aaron , Agudelo, Ana , Akhave, Billie , Ambrocik, Bob , Anderson, Bridgette , Armstrong, Aaron , Aubuchon, Bryan , Aucoin, Berney C. , Ayyat, Ashraf , Bajwa, Bilal , Baker, Briant , Balasundaram, Arun , Balmaceda, Andres , Barnett, Angela , Barschkis, Andreas , Bartarya, 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Rivas, George , Rogers, Glenn , Saluja, Gurdip , Savage, Gordon , Schockling, Gregory , Sharp, Gregory R (EGM) , Shively, Hunter S. , Shore, Geraldine , Simpson, George , Snyder, Horace , Solis, Gloria , Stadler, Gary , Steagall, Gregory , Storey, Geoff , Subramaniam, Gopalakrishnan , Tan, Gladys , Taylor, Gary , Tholen, Gail , Trefz, Greg , Tripp, Garrett , Whalley, Greg , Woloszyn, Gina , Wong, Hans , Woulfe, Greg , Yu, Hong , Zambrano, Gina , Allario, John , Allison, John , Althaus, Jason , Alvar, John , Andrews, Jeff , Armstrong, James , Arnold, John , Bagwell, Jennifer J , Ballentine, John , Barker, James R. , Batist, James , Bekeng, Jan-Erland , Bennett, Joel , Best, John , Biever, Jason , Blachman, Jeremy , Blaine, Jay , Bowman, John E , Brysch, Jim , Buchanan, John , Buss, JD , Casas, Joe A. , Cassidy, John , Chen, James N , Chismar, John , Cho, Jae , Choate, Jason , Choe, Joon , Cline, Jesse , Cobb, Jeff , Cobb, Julie , Cole, Jim , Cornett, Justin , Coyle, John , Crook, Jody , Cutaia, Jennifer , Cyprow, Jarrod , Day, Justin , Defenbaugh, John , Dietrich, Janet , Disturnal, John , Doan, Jad , Dua, Jatinder , Errigo, Joe , Espinoza, Javier , Fallon, Jim , Fayett, Juana , Ferrara, Julie , Fischer, Jason , Forney, John M. , Fraser, Jennifer , Galan, Joseph M. , Gamblin, Jeff , Garvey, Jason , Godbold, John , Gordon, Joe , Goughary, Jim , Grass, John , Greene, John , Griffith, John , Gualy, Jaime , Guan, Julie , Guerra, Jesus , Harding, Jason , Hayes, John , Heinlen, Jonathan , Helton, Jenny , Henderlong, Jon , Henderson, John , Hernandez, Judy , Hess, Jurgen , Hewes, Joanna P , Hirl, Joseph , Hodge, John , Hoff, Jonathan , Homco, Jim , Hopson, Jill , Horne, Jonathan , Huff, Jeff , Hungerford, James , Hunter, Julia , Hunter, Larry Joe , Husain, Karima , Jackson, Jeffrey , Jacobsen, John , Jahnke, John , Jessop, Jaimie , Ji, Jie , Johnston, Jamey , Jordan, Jay , Joyce, Jane , Kaiser, Jared , Kaniss, Jason , Khanani, Junaid , Kilgo, Jason , Kimbrough, Jona , King, Jeff , Kinser, John , Knoblauh, Jay , Kratzer, John , Latham, Jenny , Lee, Jennifer , Lennard, Jonathan , Leo, Johnson , Lewis, Jeff , Lieskovsky, Jozef , Liu, Jim , Lyons, Jeff , Martin, Ingrid , Martin, Jabari , Massey II, John , Mckay, Jonathan , Mcnair, Jason , McPherson, John , Mills, Jana , Molinaro, Jeffrey , Moore, Jerry Thomas , Morse, Jana , Mrha, Jean , Munoz, John , Newgard, Jim , Nguyen, Jennifer , Nguyen, John H. , Nieten, Joseph , Nogid, Jeff , Norman, Ina , Nowlan Jr., John L. , Oljar, John , Paliatsos, John , Parker, Jeffery , Parks, Joe , Patterson, Jessie , Pechersky, Julie , Petri, Ingrid , Post, James , Quenet, Joe , Rangel, Ina , Reese, Jeanette , Reitmeyer, Jay , Resendez, Isabel Y. , Richter, Jeff , Riley, Jennifer , Robertson, Jim , Rodriguez, Isaac , Royed, Jeff , Saladino, Jane , Sarnowski, Julie , Scarborough, John , Skilling, Jeff , Syed, Imran +X-cc: Bhagat, Sanjay , Blanco, Alicia , Coles, Frank , Croucher Jr., Mike , DeRidder, Adam , Goebel, Jon , James, Matthew , Morehead, Lee , Rimoldi, Anthony , Rockwell, Jason , Uribe, Carlos , Wang, John , Wolf, Mark , Brown, Pamela , Cox, Paige , Servat, Russell +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + FINAL NOTICE -- FINAL NOTICE -- FINAL NOTICE -- FINAL NOTICE + +The Enterprise Storage Team will be migrating UNIX home directories and applications to new hardware on October 13 and 14, 2001. The migration will begin on Saturday the 13th at 7:00 PM and will be completed by 1:00 AM on Sunday, October 14, 2001. + +The migration requires a total system outage; so home directories and applications will not be available during the above time period. Please log off before you leave for the weekend. +Development teams members will test migrated applications on Sunday, October 14, 2001. + +If you encounter or observe abnormal behavior with any application used in your normal course of business, please contact the resolution center at 713-853-1411. The resolution center can escalate to the appropriate resource. + + + +Enterprise Storage Team" +"arnold-j/deleted_items/244.","Message-ID: <22664844.1075852696695.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 14:21:56 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: did you like the stew? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +just for that - you have to go get a beer with me. asshole. + +-----Original Message----- +From: Arnold, John +Sent: Friday, October 12, 2001 4:22 PM +To: Allen, Margaret +Subject: RE: did you like the stew? + + +I hated it + +-----Original Message----- +From: Allen, Margaret +Sent: Friday, October 12, 2001 4:00 PM +To: Arnold, John +Subject: did you like the stew? + + + " +"arnold-j/deleted_items/245.","Message-ID: <18136977.1075852696718.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 06:54:29 -0700 (PDT) +From: frank.hayden@enron.com +To: john.arnold@enron.com +Subject: RE: New Power +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Hayden, Frank +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +We recommending they buy puts, (something about storage gas used as lending collateral needing protection) +I'm thinking that although New Power agrees, decision will come slowly + +FYI we are bumping against our business units limits and we are over our Corp limits. Port is looking for Greg to discuss increasing Corp limits. I doubt Greg will want to increase business unit, but it would be nice to increase both lock stepped. stay tuned + + + -----Original Message----- +From: Arnold, John +Sent: Friday, October 12, 2001 8:20 AM +To: Hayden, Frank +Subject: RE: New Power + +which way? + + -----Original Message----- +From: Hayden, Frank +Sent: Friday, October 12, 2001 8:01 AM +To: Arnold, John; Maggi, Mike; May, Larry +Subject: New Power + +For your radar screen, I'm hearing that New Power Company may want to hedge out exposure today. I'm unclear if it will be NYMEX, options or pipe options (T'CO) +Details are sketchy, once I know I'll pass it on + +Frank" +"arnold-j/deleted_items/246.","Message-ID: <19728049.1075852696742.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 06:24:02 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts 10/12 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude31.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas31.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil31.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded31.pdf + +Nov WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clx-qox.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG31.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG31.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL31.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/247.","Message-ID: <17985508.1075852696765.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 06:09:40 -0700 (PDT) +From: n..gilbert@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Gilbert, George N. +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Becky will pass out itineraries this morning. We have flights out at about 8:30, departing Dallas around 2:30. + + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 11, 2001 6:38 PM +To: Gilbert, George N. +Subject: + +what is our flight schedule for monday?" +"arnold-j/deleted_items/248.","Message-ID: <24124609.1075852696790.JavaMail.evans@thyme> +Date: Sun, 14 Oct 2001 22:04:29 -0700 (PDT) +From: no.address@enron.com +Subject: EWS Brown Bag +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ENA Public Relations@ENRON +X-To: All_ENA_EGM_EIM@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +MARK YOUR LUNCH CALENDARS NOW ! + +You are invited to attend the EWS Brown Bag Lunch Series + +Featuring: THE MAP GUYS +Keith Fraley and Peter Hoyt + +Topic: Visualizing your Data and Marketplace + +Enhance your market analysis and decision-making capabilities with our commodity-specific geographic information and customized applications. + +Thursday, October 18, 2001 +11:30 a.m. - 12:30 p.m. +EB 5C2 + +You bring your lunch, RSVP email to +We provide drinks and dessert. Kathie Grabstald + or call x 3-9610 +" +"arnold-j/deleted_items/249.","Message-ID: <24109936.1075852696823.JavaMail.evans@thyme> +Date: Sun, 14 Oct 2001 18:35:14 -0700 (PDT) +From: client@admission.com +To: jarnold@enron.com +Subject: Confirmation - Ticket purchase +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: client@admission.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dear Customer, + +Thank you for purchasing your tickets through the Admission Network Web site. + +This message confirms your purchase, as follows: +Event: FRI DRALION +Venue: CIRQUE DU SOLEIL - HOUSTON +Date: January 25, 2002 +Time: 9:00 PM +Number of tickets: 2 +Starting at seat: Level SECT., Section 101, Row B, Seat 5-6 +Your Delivery Choice (see note below): Mail +Confirmation number: 75-19232 + +The amount of $333.65 USD has already been charged to your Visa credit card. + +The charge will appear as Admission / Tickets on your monthly credit card statement. + +Mail Delivery : Please allow us at least a delay of two +weeks. +However, if you still have not received your tickets the day before the event, please call (514)528-2828 and ask for a customer service supervisor. + + + + + + +" +"arnold-j/deleted_items/25.","Message-ID: <17766388.1075852688878.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 05:33:09 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-5-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-5-01 Nat Gas.doc " +"arnold-j/deleted_items/250.","Message-ID: <12385263.1075852696846.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 04:51:42 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts and matrices as hot links 10/15 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude29.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas29.pdf + +Distillate and Unleaded charts to follow. + +Nov WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clx-qox.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG29.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG29.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL29.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/251.","Message-ID: <20982045.1075852696869.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 05:17:04 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-15-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-15-01 Nat Gas.doc " +"arnold-j/deleted_items/252.","Message-ID: <21711681.1075852696910.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 05:29:24 -0700 (PDT) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, scott.neal@enron.com, s..shively@enron.com, + k..allen@enron.com, f..calger@enron.com, david.duran@enron.com, + brian.redmond@enron.com, john.thompson@enron.com, + rob.milnthorp@enron.com, wes.colwell@enron.com, sally.beck@enron.com, + david.oxley@enron.com, joseph.deffner@enron.com, + shanna.funkhouser@enron.com, eric.gonzales@enron.com, + j.kaminski@enron.com, larry.lawyer@enron.com, + chris.mahoney@enron.com, thomas.myers@enron.com, l..nowlan@enron.com, + beth.perlman@enron.com, a..price@enron.com, daniel.reck@enron.com, + cindy.skinner@enron.com, scott.tholan@enron.com, + gary.taylor@enron.com, heather.purcell@enron.com, + jeff.andrews@enron.com, lucy.ortiz@enron.com, + josey'.'scott@enron.com, kevin.mcgowan@enron.com, + cathy.phillips@enron.com, georganne.hodges@enron.com, + deb.korkmas@enron.com, kay.young@enron.com, laurie.mayer@enron.com, + stanley.cocke@enron.com, larry.gagliardi@enron.com, + jean.mrha@enron.com, a..gomez@enron.com, s..friedman@enron.com, + kathie.grabstald@enron.com, d..baughman@enron.com, + tricoli'.'carl@enron.com, ward'.'charles@enron.com, + crook'.'jody@enron.com, arnell'.'doug@enron.com, + alan.aronowitz@enron.com, neil.davies@enron.com, + ellen.fowler@enron.com, gary.hickerson@enron.com, + david.leboe@enron.com, randal.maffett@enron.com, + george.mcclellan@enron.com, stuart.staley@enron.com, + mark.tawney@enron.com, m..presto@enron.com, karin.williams@enron.com +Subject: News Deadline +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Neal, Scott , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +If your team would like to contribute to this week's newsletter, please submit your BUSINESS HIGHLIGHT OR NEWS by noon Wednesday, October 17. + +Thank you! + +Kathie Grabstald +x 3-9610 +" +"arnold-j/deleted_items/253.","Message-ID: <3785766.1075852696934.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 05:25:06 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/15 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude29.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas29.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil29.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded29.pdf + +Nov WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clx-qox.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG29.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG29.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL29.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/254.","Message-ID: <8174785.1075852696957.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 06:28:56 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: CFTC Commitment of Traders - Natural Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent CFTC Commitment of Traders data for Natural Gas. + +Thanks, +Mark + - CFTC-NG-10-15-01.doc " +"arnold-j/deleted_items/255.","Message-ID: <21779293.1075852696988.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 06:14:05 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions - 10-15-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +COMPANIES & FINANCE INTERNATIONAL: Energy groups' earnings likely to be hit hard +Financial Times; Oct 15, 2001 + +COMPANIES & FINANCE INTERNATIONAL: Tata in talks to buy Enron power plant +Financial Times; Oct 15, 2001 +Base Metals Traders Struggle In Tough Trading Conditions +Dow Jones International News, 10/15/01 +INDIA: Tata Power Q2 net seen down 8.5 pct yoy. +Reuters English News Service, 10/15/01 +India: FDI: Suffering from sectoral infirmities +Business Line (The Hindu), 10/15/01 +International: Indian Enron looks for way out of Greenfield Shipping +Lloyd's List International, 10/15/01 + + + +COMPANIES & FINANCE INTERNATIONAL: Energy groups' earnings likely to be hit hard +Financial Times; Oct 15, 2001 +By JULIE EARLE + +Disintegrating oil and gas prices are set to weigh on third-quarter earnings for US energy companies due this week. +Oil drillers, which have been pummelled in recent months as energy companies scale back on drilling and exploration in response to lower commodity prices and the terrorist attacks, are likely to report sharply lower third-quarter earnings and could issue further profits warnings, analysts said. +Oil prices have slumped to Dollars 26.50 a barrel, from Dollars 31.58 a barrel in the year-ago quarter and natural gas prices slid in the third quarter to Dollars 2.63 MMBtu (million British thermal units) from Dollars 4.31 MMBtu in the same quarter a year ago, and from Dollars 4.19 MMBtu at the start of 2001. +A slowdown in activity in the gas-rich Gulf of Mexico following the September 11 terrorist attacks is also likely to hit offshore drillers' earnings in the next six months. +Global Marine, which is being acquired by Sante Fe International to create the second-biggest offshore drilling contractor, is due to report today. Consensus estimates were for 33 cents a share. Sante Fe International is also due to report today. +Salomon Smith Barney expects North American spending on drilling to fall by 20 per cent in 2002, with spending outside North America to rise by 10 per cent to 15 per cent. +Mark Urness, an SSB analyst, said earnings estimates for most drillers remained too high for the fourth quarter and needed to be cut. ""We are expecting them to provide lower guidance for 2002 as third quarter earnings are reported,"" he said. +On the exploration and production front, Bill Featherstone, a UBS analyst, said fourth-quarter results for companies including Devon and Apache would also be hit by weak oil and gas prices. ""Obviously fourth- quarter results will trend down for the sector given reduced oil and natural gas prices,"" he said. +Companies will need to show financial discipline and outline policies of keeping their spending in line with operating cash flow. Analysts are likely to look closely at capital expenditure budgets. +Energy trader Dynegy also reports today, followed by rivals Enron and Duke Energy tomorrow. +Copyright: The Financial Times Limited + + + +COMPANIES & FINANCE INTERNATIONAL: Tata in talks to buy Enron power plant +Financial Times; Oct 15, 2001 +By SHEILA MCNULTY and KHOZEM MERCHANT + +Tata, the Indian conglom-erate, has held exploratory talks to buy a controversial power plant from Enron, the US energy giant. +Tata Power, part of the Bombay-based industrial group, has written to the Indian government expressing interest in the plant, which is India's biggest foreign investment. However, it said any deal would have to address the high tariff structure and interest rate burden on the project. +Kenneth Lay, Enron's chief executive and chairman, told the Financial Times in August that Enron and its partners wanted to retrieve the Dollars 1bn incurred building the now-defunct Dabhol plant. +It is understood that Enron is considering an offer price of about 80 cents to the dollar. +Enron declined on Friday to confirm it was in talks with Tata, but said the best solution would be for the Indian government, or one of its Indian financial backers, to take on Dabhol. +Tata Power recently held talks with Indian financial institutions involved with the project. Officials from Dabhol Power Company, Enron's Indian arm, also attended. +About 70 per cent of the Dabhol plant was funded by debt, with Indian financial institutions providing Dollars 1.4bn and foreign lenders the balance. Enron's Indian unit defaulted in September on interest payments to international lenders, blaming stopped payments by the Maharashtra State Electricity Board (MSEB), the plant's sole client. +Analysts favour a quick sale. ""Tata would be a faster exit and resolve it once and for all,"" said Ronald Barone of UBS Warburg. ""It is better to take a small loss and move along. Dabhol periodically becomes a problem and an issue, and it depresses the stock."" +Analysts said the fit between Tata and its putative target would be complementary, though it would probably stretch the company's balance sheet. +The Tata group is already committed to a heavy capital expenditure of some Rs30bn (Dollars 625m) on power-related projects over the next three years. +A further Rs9bn is slated for telecommunications and broadband projects. +Copyright: The Financial Times Limited + + +Base Metals Traders Struggle In Tough Trading Conditions +By Wong Chia Peck +Of DOW JONES NEWSWIRES + +10/15/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +SYDNEY -(Dow Jones)- The spate of decisions by big-name participants to scale down or quit base metals trading last week didn't surprise participants in Asia, given the market's tough trading conditions, they said. +In fact, should the current dismal conditions prevail for the next six months, more such announcements are likely, they added. +Their comments follow the recent decisions by prominent members of the London Metal Exchange to either downsize their base metals trading divisions or quit entirely. +""Clearly, they, like us, are victims of reduced volumes,"" said a senior LME trader in Sydney, adding that all market participants are suffering from the declining throughputs and trade volumes. +Figures from the LME's Web site show that the trading volumes for aluminum, copper, lead, nickel, tin and zinc fell a total 10.6% to 41,027,075 contracts for the first nine months of this year from the same period last year. +""We're just seeing the beginning of it,"" a senior trader with a big U.S.-based trading house in Tokyo told Dow Jones Newswires Monday. +Last week, N M Rothschild & Sons Ltd. said it would cease base metals trading except for its Australian business. +Chairman Evelyn de Rothschild said in a statement, ""In light of difficult trading conditions in the base metals markets, we have concluded that our limited base metals operations are no longer viable."" +ScotiaMocatta, the base metals trading unit of Toronto-based Bank of Nova Scotia (T.BNS), said it would cut staff as well as exit LME ring dealing. +With ScotiaMocatta's exit, there will be 11 LME ring dealing members. These members have the exclusive right to trade in the open-outcry ring. +Earlier, Houston-based Enron Metals said it would cut staff by 10%-20% in Europe, while associate broker clearing member Mitsui Bussan Commodities Ltd. in July ceased its market-making activities to focus on clearing and broking. +The senior trader said he wasn't surprised by these developments and ominously projected more to come should the difficult trading conditions continue in the next six months. +Market Not Pricing Future Demand + +""People are really not pricing any future demand"" into their positions, he said. +One indication is the lack of forward pricing in LME's base metals contracts despite the current depressed prices, he said. +With LME three-month copper and aluminum prices around 25% down from their levels at the start of the year, he would have expected to see forward buying following previous experience. +""But if everybody's restructuring, you don't even know if you are going to be here into 2002, 2003,"" he said. +Despite having tumbled to very low levels, analysts and market participants project further downside for base metals prices as they push back forecasts of a price recovery following the Sept. 11 terrorist attacks on the U.S. +One of Japan's trading giants, Marubeni Corp. (J.MRB), said Monday that the attacks have pushed back the timing of the aluminum market's recovery by two to three months. +It also cut its forecasts for this year's trading range of the LME three-month aluminum contract to $1,250-$1,450 a metric ton, compared with last year's $1,451-$1,730/ton range. +Indeed, the past few years have thrown base metals into extremely difficult trading conditions, traders said. +Just as the Asian markets were recovering from the 1997 financial crisis, the U.S. economy sputtered to a halt, they said. The terrorist attacks Sept. 11 and the subsequent retaliation threw a spanner in the works, they added. +The bellwether copper and aluminum contracts last week fell to their lowest levels in 28 months, while zinc prices also notched 14-year lows. Tin prices are at their lowest levels in 20 years. +A prominent casualty is the world's largest combined lead and zinc producer, Australia's Pasminco Ltd. (A.PAS). +Having to compete for business in such a tough environment, brokers have had to cut their commissions, said the Tokyo-based trader. +Another Tokyo-based trader said buying interest has been thin, as buyers prefer to wait for lower prices. +""There are buyers in the market, but their (price) targets are lower,"" he said. +He added that the company he is with stopped trading for a week after hearing talk that Rothschild was scaling down its operations. +At 1010 GMT, LME three-month copper was at $1,401/ton; three-month aluminum was at $1,302/ton; three-month zinc was at $791.50/ton and three-month tin was at $3,800/ton. +-By Wong Chia Peck, Dow Jones Newswires; 612-8235-2957; chia-peck.wong@dowjones.com -0- 15/10/01 10-40G + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +INDIA: Tata Power Q2 net seen down 8.5 pct yoy. + +10/15/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +BOMBAY, Oct 15 (Reuters) - Tata Power Company, India's largest private utility, is expected to report profit for the past quarter fell 8.5 percent on year, squeezed by higher interest costs and slower sales, analysts say. +The company, which is negotiating to buy U.S. energy giant Enron Corp's stake in its troubled Indian unit, reports results for the July-September second quarter on Tuesday. +""I expect profit to be hit by higher interest costs on new projects such as transmission and telecoms, and sales growth to be affected by the absence of supplies to BSES Ltd this year,"" said Pranav Securities analyst Rohita Sharma. +She said the sale of power to BSES Ltd , a rival producer and leading distributor of power to Bombay, was a major factor in boosting sales in the year-earlier quarter. +""I see operating margins falling to 19.05 percent from 19.85 percent,"" Sharma added. +A Reuters poll of 14 brokerages, released last week, forecast net profit would drop to a median 1.27 billion rupees ($26.4 million) from a year earlier, on a 8.45 percent rise in sales to 10.11 billion rupees. +Tata Power generates thermal and hydroelectric power and distributes electricity across the western Indian state of Maharashtra, including its capital Bombay. +As part of its new initiatives, the company commissioned a broadband optic fibre cable network in Bombay in late August. +Jaideep Goswami, head of research at UTI Securities, said profit would be flat, helped by extraordinary income from the sale of its stake in Tata Liebert, a maker of air-conditioning equipment and UPS, or uninterrupted power supply, for computers. +Tata Power sold the stake for 765 million rupees in September. +""Other income will be a crucial factor with power sales struggling as a result of the slowdown in the economy,"" he said, adding it could benefit from some businesses like captive units. +Tata Power runs captive power units for India's largest private steel producer Tata Iron and Steel Company (TISCO) and the country's second largest cement maker Associated Cement Companies . +An independent power project, in Belgaum, in southern India, went on stream in March. +SHARES WATCH ENRON +Goswami said the possible buyout of Enron's 65 percent stake in Dabhol Power Company could be the major driver for the stock. +""At this point it's by no means certain the deal will happen, but if it does, a lot would depend on how it is structured and the cost of the project,"" he said. +""It's definitely a big booster for sentiment as Enron's unit supplies to areas contiguous to Tata Power's,"" he said. ""But there are concerns about how its cash flows will be impacted."" +Shares in Tata Power were little changed at 97.50 rupees in afternoon trade while the Bombay benchmark index was up 0.7 percent. +Tata Power managing director Adi Engineer told Reuters earlier this month that he had held preliminary talks with Enron to buy the American firm's stake in the $2.9 billion Dabhol unit. +""Everyone knows some solution has to be found for Dabhol...we will go ahead with this only if it makes sense from the consumers' angle and the stakeholders' angle,"" he said. +Dabhol was forced to shut its 740 MW plant on the west coast of India, after its sole customer, a state-owned loss-ridden Indian utility, stopped buying power. +The utility, the Maharashtra State Electricity Board, earlier defaulted on payments. +The shutdown has stalled an expansion programme, which was almost complete and would have taken the capacity to 2,184 MW. ($1 = 48 Indian rupees). + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +India: FDI: Suffering from sectoral infirmities + +10/15/2001 +Business Line (The Hindu) +Fin. Times Info Ltd-Asia Africa Intel Wire. Business Line (The Hindu) Copyright (C) 2001 Kasturi & Sons Ltd. All Rights Res'd + +THE exit of Enron and AES from the Indian power scene has generated worry. For, more than affecting power generation, this might have a lasting impact on the prospects of foreign direct investment in India. This is because the US is the biggest investor in India, and power generation was seen as one of the most attractive areas. But, then, this did not happen suddenly, and the portents were visible from ever since Cogentrix pulled out. +But despite such fears, FDI increased substantially in 2000. On an approval basis, it increased 27.5 per cent in 2000 (from $6,750 million in 1999 to $8,610 million in 2000). American investments rose 14.6 per cent (from $851.2 million in 1999 to $975.6 million in 2000). +What then is the fallacy? One reason why the flows were not affected is that, overall, the FDI trend in India is not affected by any sector, no matter how important it is. Presently, the policy constraints to foreign investment are confined to select sectors, and sectoral policies are emerging the determinants of the FDI flow trend. The policies in some sectors such as power, telecommunications and oil may not be conducive, but in others, particularly manufacturing, they are comparable to any other countrys. +Even after a decade of liberalisation, independent power producers are finding it difficult to set up operations, with the State electricity boards in financial straits. Thus, of the 50,000 MW projects approved in the private sector, only 3,000 MW were added during 1991-99. Non-transparent policies in basic, cellular and wireless local loop services are preventing foreign investors from coming into the telecom and oil refining sector sin a big way. Nothing is as yet clear about the dismantling of Administrative Price Mechanism in the petroleum sector that is scheduled for April 1, 2002. +However, this is not true for other sectors. In automotive or in electrical/electronic industries, no MNC has so far pulled out. Instead, more players are coming in. As a result, the actual flow of foreign investments has been in automobile and electrical/electric equipment sectors though FDI was approved largely in power and telecommunications. +For instance, in 2000 nearly 30 per cent of the actual total flow of FDI was in the transport sector, mainly automobiles and electrical equipment industries against only 15 per cent flow in power, oil refinery and telecommunication. In contrast, 36 per cent of FDI was approved in transport and electrical industries against 41 per cent approved in power, oil refinery and telecommunication during 2000. The automotive sector attracted a $1.2-billion in FDI in the 1990s and grew at 20 per cent from 1991-99; the result of the flow of foreign investment and its impact on the industry. +Further, contradicting the fear hyped over the foreign investment prospect due to the Enron exit, a recent study by the American Chamber of Commerce reflected the US investors positive perception of Indias vast potential. According to the study, the country has the potential to attract FDI of $100 million over the next five years, if certain improvements are made in the regulatory measures and to the sectoral policies that are acting as barriers to foreign investors. +A study by the RBI unveiled a glorified result of the business performance of foreign-invested firms in India. The study, covering 334 firms, revealed that their average return on equity was 12.5-13 per cent during 1998-99 and 1999-2000, which, in terms of global standards, is lucrative. The interesting part of the study is that the rate of return on equity in case of US-invested firms was as high as 12 per cent. Japanese and British firms, however, recorded higher returns on equity 22 per cent and 18 per cent, respectively. +Further, these high rates of return on equity were reaped up mostly from domestic sales, and the firms had to exert less to export, and area where competition is intensifying by the day. The study revealed that the ratio of export intensity of sales was 4-6 per cent during 1998-99 and 1999-2000. That is, these firms are garnering higher returns by selling more than 95 per cent of their production in the domestic market. In terms of industry, the RBI study revealed that not only the return on equity, but also the growth rate of returns were high in automobile and electrical industries. Thus, the attraction of these sectors and the consequent large actual flows of FDI. The return on equity in the auto industry was 14.6 per cent in 1999-2000 the second highest after pharmaceutical and the growth rate in return was 27 per cent over the previous years. +The return for the electrical equipment industry was 10.5 per cent in 1999-2000 and growth rate in return as high as 40 per cent over the previous year. Therefore, the barriers often highlighted for the slow pace of FDI are not strictly related to the countrys overall policy. The FDI gets bogged down because of sectoral policy constraints, each different from the other. +The American Chambers study admits that such macro-level factors as inflexible labour laws and poor infrastructure play a relatively less important role in encouraging foreign investment than the sectoral policy constraints. +It is difficult to offer an ideal investment policy. But, certainly, the country has inherent strengths such as skilled manpower, huge domestic market and a stable democratic government that are conducive to attracting foreign investments. The RBI study confirms this. It only remains to tap this potential. +S. Majumder + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +International: Indian Enron looks for way out of Greenfield Shipping +SHIRISH NADKARNI IN MUMBAI + +10/15/2001 +Lloyd's List International +5 +Copyright (C) 2001 LLoyds List; Source: World Reporter (TM) + +AMERICAN energy major Enron is looking at a price of around Dollars 30m to exit from Greenfield Shipping Company, in which its affiliate Atlantic Commercial is a 20% equity partner. +The desire to exit is part of Enron's move to pull out of all its projects in India. +The other two partners in the three-member consortium are Mitsui OSK Lines (MOL), which has 60% equity, and Indian national carrier Shipping Corporation of India (SCI), with a 20% stake. +Greenfield Shipping had commissioned the construction of a 137,000 cu m capacity LNG tanker at Mitsubishi Shipyard in Japan. +The vessel, christened LNG Lakshmi, will be ready for delivery on November 15 this year. +It will be used for ferrying LNG from the Middle East to Enron's 2,184 mw mega-power plant at Dabhol, near Ratnagiri in southern Maharashtra. +Although no official statement has come from Enron, a source at ANZ Investment Bank, which leads the lending consortium of banks, revealed that Enron would seek the return of Dollars 11m as its share of the paid-up equity of Dollars 55m, plus Dollars 19m for swapping the company's share of the loan component. +The highly publicised imbroglio between Enron and Maharashtra State Electricity Board over the tariff to be charged for power induced Enron to seek an exit from the project. +This has induced the lending consortium to be extra cautious after having disbursed Dollars 110m of the aggregate loan component of Dollars 165m. It has asked the promoters to bring in this amount. +The intransigence of the lenders has left MOL and SCI with the difficult task of not only paying Enron off, but also bringing in the Dollars 55m debt amount, if they are to take delivery of the vessel on the scheduled date next month. +The SCI board has had extensive discussions on the subject, but failed to come to a consensus on putting in the extra funds. And during discussions held in London recently, MOL had clearly told the lenders it was not in favour of putting in extra funds to salvage the LNG shipping deal. +MOL feels the economics do not justify the extra expenditure. The consortium is now facing a charter hire rate of Dollars 60,000-Dollars 65,000 per day, compared with the rate of Dollars 98,600 initially negotiated with the Dabhol Power Company. +If one took a daily charter hire rate of Dollars 60,000, Greenfield would earn around Dollars 22m per annum, of which Dollars 4-Dollars 5m would be spent on operating expenses of the tanker. +That would leave Dollars 17-Dollars 18m, yielding an internal rate of return (IRR) of just 7%-8% for MOL on its 60% equity stake. This would be unacceptable for the Japanese line. +For SCI, the IRR would be even lower - 4%-4.5%, far below the Indian government norm of 12% for projects involving state funding. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/256.","Message-ID: <32843607.1075852697022.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 06:13:44 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions - 10-13-01 - 10-14-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Tata in talks to buy Enron's Dabhol power plant - FT +AFX News, 10/14/01 +Qatar, Dolphin to sign final mega gas deal ""shortly"" +Agence France-Presse, 10/14/01 +NATURAL GAS BIG IN STATE'S FUTURE > NEW PIPELINES ARE PROPOSED TO FILL NEEDS +South Florida Sun-Sentinel, 10/14/01 +Debt load smothers Polaroid; Bankruptcy filing pointing to sale, firings +Boston Herald. 10/13/01 +WORLD NEWS - Enron wins court injunction - NEWS DIGEST. +Financial Times (U.K. edition), 10/13/01 + + + +Tata in talks to buy Enron's Dabhol power plant - FT + +10/14/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +TOKYO (AFX-ASIA) - Tata has held exploratory talks to buy Enron's power plant in Dabhol, India, the Financial Times reported. +Tata Power has written to the Indian government expressing interest in the plant, though any deal would have to address the high tariff structure and interest rate burden on the project, the newspaper said. +It is understood that Enron is considering an offer price of about 80 cents to the dollar, it said. +Enron declined on Friday to confirm it was in talks with Tata, but said the best solution would be for the Indian government, or one of its Indian financial backers, to take on Dabhol. +Tata Power recently held talks with Indian financial institutions involved with the project. Officials from Dabhol Power Company, Enron's Indian arm, also attended. +About 70 pct of the Dabhol plant was funded by debt, with Indian financial institutions providing 1.4 bln usd and foreign lenders the balance. +Enron's Indian unit defaulted in September on interest payments to international lenders, blaming stopped payments by the Maharashtra State Electricity Board, the plant's sole client. +tb/pb For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Qatar, Dolphin to sign final mega gas deal ""shortly"" + +10/14/2001 +Agence France-Presse +(Copyright 2001) + +ABU DHABI, Oct 14 (AFP) - Qatar and Dolphin Energy will sign the final development and production sharing agreement (DPSA) for a multi- billion-dollar project to deliver Qatari gas abroad ""shortly"", the UAE Offsets Group (UOG) said Sunday. +""The development and production sharing agreement (DPSA) with Qatar Petroleum (QP) is due to be signed shortly,"" UOG said in a statement. +The state-run UOG added that Dolphin Energy will select by early next year an oil major to become a strategic partner in the project. +""Over the coming weeks, the international oil companies will be given additional data and invited to submit their offers by late December. One of them is scheduled to be selected in early 2002,"" UOG said. +UOG held separate negotiations last week with five shortlisted oil majors -- Conoco, ExxonMobil and Occidental Petroleum of the United States, BP International and the Anglo-Dutch firm Shell -- to replace the US firm Enron Corp., which withdrew from the venture in May and transferred its 24.5 percent stake to UOG. +Enron's role was to build a 350-kilometre (220-mile) pipeline under the Gulf between Qatar and Abu Dhabi. +The Dolphin project aims to create a regional grid taking gas from Qatar to Abu Dhabi, Dubai, Oman and eventually Pakistan. +In a project estimated at an overall cost of up to 10 billion dollars, the gas is to be transported by undersea pipeline from Qatar to the Abu Dhabi coast. +The gas will be distributed inside Abu Dhabi and neighbouring Dubai through existing networks and will be transported between the two through a pipeline for which technical bids have already been submitted. +The pipeline will then continue overland to Oman and from there to Pakistan through an undersea pipeline. The extension to Pakistan is expected to cost up to an additional three billion dollars. +lp/dab + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +BUSINESS & TECHNOLOGY +NATURAL GAS BIG IN STATE'S FUTURE > NEW PIPELINES ARE PROPOSED TO FILL NEEDS +Antonio Fins Business Writer + +10/14/2001 +South Florida Sun-Sentinel +Broward Metro +1H +(Copyright 2001 by the Sun-Sentinel) + +Prodded by rules requiring cleaner air and bolstered by a series of competing pipeline proposals, natural gas is set to become a major player in Florida's energy grid. +The state Public Service Commission projects that by the end of the decade, natural gas will account for 44 percent of the fuel used by Florida utilities, up from about 18 percent now. Utility companies use 85 percent of the natural gas burned in Florida. +As energy companies bid for the right to drill for oil and gas 100 miles off Florida's coast, other businesses are betting big dollars on natural gas. +Gulfstream Natural Gas System is already building a pipeline from Mississippi and Alabama across the Gulf of Mexico and into the Tampa area. Enron Corp. of Houston is proposing to spend as much as $400 million to build a pipeline from the Bahamas Port Everglades. +Enron's proposal is drawing rivals. El Paso Corp., also in Houston, wants to build a Bahamas to South Florida pipeline that comes ashore in West Palm Beach. And AES Corp. has purchased Ocean Cay, a speck of an island near Bimini in the Bahamas for an energy complex that will include a power plant and a gas pipeline to Port Everglades. +The proposals are receiving scrutiny from county officials and environmental groups. Ultimately, federal regulators must give their approval before a pipeline can be constructed. +Still, electric companies, which are proposing to build more than 80 new power plants in Florida through 2010, are looking to make heavy use of natural gas. +""Practically all the new units are going to burn natural gas,"" said Michael Haff, an engineer at the PSC. ""That's the reason for the large increase"" in projections of natural gas usage. +All this is quite a change for Florida's electric utilities. For decades, power suppliers have found it easier to cart coal and ship oil to burn in Florida's power plants than to pipe in natural gas. +Nor has there been much of a popular mandate for natural gas in Florida. Most users are small factories, public laundries and restaurants, where chefs prefer natural gas over electricity because it's easier to control the heat. With little need for heating homes in winter, residential use has generally been limited to barbecues, water heaters and stoves. +Consequently, Florida uses far less natural gas than many states. Household use of natural gas is less than one-fifth of what some households in other parts of the country use. +The motive for the switch comes from a combination of factors. The federal Clean Air act, signed into law in 1990, is forcing utilities across the country to reduce their dependence on coal and oil and to find cleaner sources of fuel to power their generators. +Natural gas is one of those options. +Alvaro Linero, the administrator who reviews power plants for the state Department of Environmental Protection, said natural gas emits no particulate matter, the tiny particles that can lodge in lungs and aggravate respiratory conditions. Unlike oil or coal, it gives off no sulfur dioxide, which causes acid rain. It is also easier to control nitrogen oxide emissions, a key component of smog, when natural gas is the fuel rather than oil or coal. +Florida Power & Light Co., the largest of the electric companies, has already heavily invested in natural gas generators -- 21 of its 29 non-nuclear power plants are able to run on natural gas. +FPL said it turns to natural gas occasionally to save customers money, but the utility, regulators and industry groups could not say how much money is saved by the switch. +Another factor behind the projected rise in usage of natural gas is its growing availability. By 2005, natural gas supplies are expected to surge after one pipeline, which will run gas across the Gulf of Mexico, is finished. Local government and industry officials also expect the Federal Energy Regulatory Commission will give the green light to one of the Bahamas-to-Florida pipeline projects as well. +Still, some environmental groups say that, while they want cleaner energy, they worry that the push to natural gas raises other fears. +One concern voiced by civic activists is that the gas pipeline project will create safety hazards at local ports and parks. Enron, which applied to build a Bahamas-to-Florida pipeline, said it has taken steps to make sure it is safe. But Broward officials and a conservationist group, Hollywood-based Save Our Shores, have expressed reservations in filings before the Federal Energy Regulatory Commission, which must approve the pipeline project before construction begins. +The safety of natural gas pipelines has received more attention recently. After a pipeline exploded in Carlsbad, N.M., last year, killing 12 people, the federal government moved to tighten regulations and require annual testing. +And the massive increase in natural gas use by the electric companies dismays some natural gas advocates. +They insist the best way to employ it is by piping it directly into homes for water heaters, stoves and even gas-run air conditioning units -- a more efficient and cost-effective use of natural gas than running electric generators, they argue. +But state regulators and industry officials say that it is too costly to hook up homes in established neighborhoods because of the expenses in construction and re-landscaping, so expecting large numbers of people to convert from electric to gas appliances is unrealistic. +Disagreements aside, the consensus is that the state's power utilities and consumers will soon have another fuel and energy option. +""We don't expect [natural gas usage] to decline. If anything, we may see an increase,"" said Lance Horton, marketing director for People's Gas Co. ""At the end of the day, the customer is going to have another choice that was not there before."" +Staff Writer David Fleshler contributed to this report. +Antonio Fins can be reached at afins@sun-sentinel.com 954-356- 4669. + +PHOTO MAPS 2; Caption: Staff file photo/Carl Seibert Pipeline view: Enron proposes a natural gas pipeline from the Bahamas that would have a terminal in the foreground, just south of I-595, after passing under Port Everglades in the background. It is one of several proposals, so far, to bring more clean energy to Florida. PIPELINE DREAMS: Two of the proposed pipeline projects that would bring energy under the Atlantic Ocean and into South Florida: Staff graphic/ Renee Kwok Enron's proposed pipeline would run from Freeport through Port Everglades. Staff graphic Ocean Cay AES Corp. has proposed constructing pipeline and power plant +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +FINANCE +Debt load smothers Polaroid; Bankruptcy filing pointing to sale, firings +GREG GATLIN + +10/13/2001 +Boston Herald +All Editions +020 +(Copyright 2001) + +Polaroid Corp., one of Massachusetts' most-storied innovators, sought bankruptcy protection yesterday in a Delaware court to reorganize its business and will seek to hasten a sale of the company. +The highly anticipated move capped a rocky period under Chief Executive Gary DiCamillo and marked an extraordinary fall for the 64- year-old Cambridge instant-photography legend. +The company that helped define Route 128 as America's Technology Highway, slashed thousands of jobs since its peak in 1978, when it employed nearly 21,000. +It has local operations in Bedford, Cambridge, New Bedford, Norton, Norwood, Waltham and Wayland. +Polaroid already announced plans this year to cut 3,000 jobs and reduce its work force to 5,500. Yesterday, the company said it will cut more. +It's been crushed by huge debt and battered by a sharp drop in demand for its mainstay instant film amid a shift to digital technologies and a weak economy. +""How such a place, with so much success and so much technology, could lose that much money and get into so much debt, I don't understand,"" said Lloyd Taylor, a retired Polaroid chemist who has also consulted for the company. ""A lot of people I've known, both retirees and some that are still there, are just totally demoralized."" +Polaroid, founded by visionary Edwin H. Land in 1937, said it will remain open for business and continue to make and ship its core instant-film products, even as it ""accelerates and intensifies"" its search for a buyer under bankruptcy court protection. +But it will slash operations, with an unspecified number of job cuts expected. Anything that's not part of its core business - products that rely on instant film - is subject to sale or elimination. +That includes the company's sunglass division, its photo- identification business, and others. Polaroid, already selling off real estate and other assets, will seek to sell more and will shutter plants. +Spokesman Skip Colcord would not provide specifics regarding closings or job cut plans. ""I think everything's on the table,"" he said. +Polaroid confirmed it terminated its retiree health and life insurance plans as well as severance payments to former U.S. employees. +A federal bankruptcy judge authorized $13.1 million until Monday for employee wages and checks outstanding, said Polaroid lawyer Gregg Galardi. It will seek approval to continue employee health care benefit payments as well, and to honor service warranties on products. +In its filing, Polaroid listed $1.81 billion in assets and $948.4 million in debt. Top creditors include Enron Energy Services, Tad Resources International and Dupont Teijin Films US, all with multi- million dollar claims. +As expected, Polaroid said it had obtained a commitment for $50 million in so-called debtor-in-possession financing from a bank group led by J.P. Morgan Chase & Co. Polaroid will seek court approval to use $40 million of that loan Monday to meet obligations, including paying suppliers on or after yesterday's filing. Lawyers also said Polaroid had a $33 million offer for its identification business. +Crushed by the weight of its debt, including about $600 million owed to bondholders and $335 in bank loans, Polaroid had teetered on the edge of bankruptcy for months, and received a series of waivers on terms of its lending agreements, while it sought a buyer for some or all of its assets. +Its once-mighty instant-film business was turned into a cash generator to fund development of new digital-imaging technologies. Earlier this year, Polaroid unveiled new digital printing technology, code-named Opal and Onyx, designed to let consumers and businesses instantly develop prints taken with digital cameras. +Some say Polaroid lost a step with the departure of Land, its founder and visionary, who stepped down as chief executive in 1980 and as chairman in 1982. Land died in 1991. +A Harvard University dropout and son of a scrap-metal dealer, Land began to research light polarization in the 1920s, focusing on sunglasses, desk lamps and reducing car headlight glare, before turning to instant film. +As legend has it, Land took a picture of his young daughter on a vacation in Santa Fe, N.M., and she asked why she couldn't see the picture right away. Land set to work on the problem immediately, and before long was applying for patents. +By 1988, Polaroid was trying to fight off a hostile takeover bid. Financier Stanley Gold's Shamrock Holdings had offered $3 billion for Polaroid, or about $45 a share. Company management eventually rebuffed Shamrock, but spent millions in legal fees and racked up a massive debt to block the takeover bid, from which it has yet to recover. +Graphic: Historic developments (photo/text graphic) +** 1937 -- Edwin H. Land forms Polaroid Corp. Develop products from polarizer technology he patented in 1929, including day glasses and desk lamps. +** 1947 -- Land demonstrates instant film. +** 1948 -- Polaroid introduces Land Camera and instant roll film. Net sales: $2,481,372. Net loss ($865,255). +** 1950 -- Company makes one million rolls of instant film. +** 1963 -- Instant color film introduced. +** 1976 -- Polaroid files suit against Eastman Kodak for patent infringement. +** 1977 -- The OneStep becomes the best-selling camera in the United States - instant or conventional - for more than four years. +** 1980 -- Land steps down as CEO, continues as chairman and assumes new position of consulting director of basic research in Land photography. +** 1984 -- Net sales: $1.3 billion. Net earnings: $26 million. Employees: 13,402. +** 1986 -- Federal appeals court upholds a 1985 decision by district court, ruling that Eastman Kodak violated Polaroid patent rights in its manufacture of instant cameras and film. +** 1988 -- Shamrock Holdings, Inc. begins attempted hostile takeover. +**1989 -- Shamrock Holdings, Inc. agrees to terminate its takeover attempt. Net sales: $1.9 million. Net earnings: $145 million. Employees: 11,441. +** 1991 -- Mac Booth named chairman. Edwin H. Land, Polaroid founder, dies at 81. Suit with Eastman Kodak settled; Kodak pays Polaroid $925 million. +** 1995 -- Gary T. DiCamillo, the first ""outsider"" to head the company, succeeds retiring chairman and CEO Mac Booth. +** 1998 -- Polaroid introduces more than 25 new products in an attempt to find new markets including 35mm cameras and PopShots single-use film and camera system. Net sales: $1.8 billion. Net loss: $51 million. Employees: 9,274 +** 2000 -- DiCamillo unveils strategy to recreate Polaroid as a digital imaging company. +** 2001 -- Polaroid lays out plans to cut 3,000 jobs, about half in Massachusetts. It defaults on more than $26 million in interest payments to bondholders. Stock plunges to pennies per share. +Caption: BACK TO BASICS: Despite its bankruptcy filing, Polaroid, based in Cambridge, said it will continue to make and ship its core instant-film products. AP FILE PHOTO + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +WORLD NEWS - Enron wins court injunction - NEWS DIGEST. +By KHOZEM MERCHANT. + +10/13/2001 +Financial Times (U.K. edition) +(c) 2001 Financial Times Limited . All Rights Reserved + +Enron wins court injunction +Enron, which is poised to pull out of the largest foreign direct investment in India, has won an injunction from a court in London preventing the regional government of Maharashtra from challenging arbitration proceedings launched by the US power company. +Enron's opponents say the court decision, which is confined to appeals in India, significantly reduces legal defences for Maharashtra, where the 2,184MW power plant is located, and is likely to raise the stakes in the Houston-based company's increasingly messy attempt to withdraw from India with full compensation. +Officials at Enron's Indian arm, Dabhol Power, say the legal move was designed to prevent Maharashtra from trying to stall arbitration through endless legal obstacles. This is what has happened between Enron and its sole Indian client, Maharashtra State Electricity Board. Khozem Merchant, Bombay. +(c) Copyright Financial Times Ltd. All rights reserved. +http://www.ft.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/257.","Message-ID: <32100119.1075852697061.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 08:30:53 -0700 (PDT) +From: veronica.espinoza@enron.com +To: r..brackett@enron.com, s..bradford@enron.com, r..conner@enron.com, + genia.fitzgerald@enron.com, patrick.hanse@enron.com, + ann.murphy@enron.com, s..theriot@enron.com, + christian.yoder@enron.com, j..miller@enron.com, steve.neal@enron.com, + s..olinger@enron.com, h..otto@enron.com, david.parquet@enron.com, + w..pereira@enron.com, beth.perlman@enron.com, s..pollan@enron.com, + a..price@enron.com, daniel.reck@enron.com, leslie.reeves@enron.com, + andrea.ring@enron.com, sara.shackleton@enron.com, + a..shankman@enron.com, s..shively@enron.com, d..sorenson@enron.com, + p..south@enron.com, k..allen@enron.com, a..allen@enron.com, + john.arnold@enron.com, c..aucoin@enron.com, d..baughman@enron.com, + bob.bowen@enron.com, f..brawner@enron.com, greg.brazaitis@enron.com, + craig.breslau@enron.com, brad.coleman@enron.com, + tom.donohoe@enron.com, michael.etringer@enron.com, + h..foster@enron.com, sheila.glover@enron.com, jungsuk.suh@enron.com, + legal <.taylor@enron.com>, m..tholt@enron.com, jake.thomas@enron.com, + fred.lagrasta@enron.com, janelle.scheuer@enron.com, + n..gilbert@enron.com, jennifer.fraser@enron.com, + lisa.mellencamp@enron.com, shonnie.daniel@enron.com, + n..gray@enron.com, steve.van@enron.com, mary.cook@enron.com, + gerald.nemec@enron.com, mary.ogden@enron.com, carol.st.@enron.com, + nathan.hlavaty@enron.com, craig.taylor@enron.com, j..sturm@enron.com, + geoff.storey@enron.com, keith.holst@enron.com, f..keavey@enron.com, + mike.grigsby@enron.com, h..lewis@enron.com, + debra.perlingiere@enron.com, maureen.smith@enron.com, + sarah.mulholland@enron.com, r..barker@enron.com, + b..fleming@enron.com, e..dickson@enron.com, j..ewing@enron.com, + r..lilly@enron.com, j..hanson@enron.com, kevin.bosse@enron.com, + william.stuart@enron.com, y..resendez@enron.com, + w..eubanks@enron.com, sheetal.patel@enron.com, + john.lavorato@enron.com, martin.o'leary@enron.com, + souad.mahmassani@enron.com, john.singer@enron.com, + jay.knoblauh@enron.com, gregory.schockling@enron.com, + dan.mccairns@enron.com, ragan.bond@enron.com, ina.rangel@enron.com, + lisa.gillette@enron.com, hpl/aep.bywaters@enron.com, + ron.green@enron.com, jennifer.blay@enron.com, audrey.cook@enron.com, + teresa.seibel@enron.com, dennis.benevides@enron.com, + tracy.ngo@enron.com, joanne.harris@enron.com, paul.tate@enron.com, + christina.bangle@enron.com, tom.moran@enron.com, + tim'.'weithman@enron.com, lester.rawson@enron.com, m.hall@enron.com, + bryce.baxter@enron.com, bernard.dahanayake@enron.com, + richard.deming@enron.com, derek.bailey@enron.com, + diane.anderson@enron.com, joe.hunter@enron.com, + ellen.wallumrod@enron.com, bob.bowen@enron.com, lisa.lees@enron.com, + stephanie.sever@enron.com, joni.fisher@enron.com, + meredith'.'eggleston@enron.com, vladimir.gorny@enron.com, + russell.diamond@enron.com, angelo.miroballi@enron.com, + k..ratnala@enron.com, credit <.williams@enron.com>, + cyndie.balfour-flanagan@enron.com, stacey.richardson@enron.com, + s..bryan@enron.com, kathryn.bussell@enron.com, l..mims@enron.com, + lee.jackson@enron.com, b..boxx@enron.com, l..hernandez@enron.com, + randy.otto@enron.com, daniel.quezada@enron.com, bryan.hull@enron.com, + gregg.penman@enron.com, dana.smith@enron.com, + clinton.anderson@enron.com, lisa.valderrama@enron.com, + yuan.tian@enron.com, raiford.smith@enron.com, + denver.plachy@enron.com, eric.moon@enron.com, ed.mcmichael@enron.com, + jabari.martin@enron.com, kelli.little@enron.com, + george.huan@enron.com, jonathan.horne@enron.com, + alex.hernandez@enron.com, maria.garza@enron.com, + santiago.garcia@enron.com, loftus.fitzwater@enron.com, + darren.espey@enron.com, louis.dicarlo@enron.com, + steven.curlee@enron.com, mark.breese@enron.com, eric.boyt@enron.com, + l..kelly@enron.com, cynthia.franklin@enron.com, + dayem.khandker@enron.com, judy.thorne@enron.com, + louis.dicarlo@enron.com, jennifer.jennings@enron.com, + rebecca.phillips@enron.com, john.grass@enron.com, + nelson.ferries@enron.com, andrea.ring@enron.com, + lucy.ortiz@enron.com, a..martin@enron.com, tana.jones@enron.com, + t..lucci@enron.com, gerald.nemec@enron.com, tiffany.smith@enron.com, + jeff.stephens@enron.com, dutch.quigley@enron.com, t..hodge@enron.com, + scott.goodell@enron.com, mike.maggi@enron.com, + john.griffith@enron.com, larry.may@enron.com, + chris.germany@enron.com, vladi.pimenov@enron.com, + judy.townsend@enron.com, scott.hendrickson@enron.com, + kevin.ruscitti@enron.com, trading <.williams@enron.com>, + matthew.lenhart@enron.com, monique.sanchez@enron.com, + chris.lambie@enron.com, jay.reitmeyer@enron.com, l..gay@enron.com, + j..farmer@enron.com, eric.bass@enron.com, tanya.rohauer@enron.com, + sherry.pendegraft@enron.com, shauywn.smith@enron.com, + jim.willis@enron.com, l..dinari@enron.com, t..muzzy@enron.com, + stephanie.stehling@enron.com +Subject: Credit Watch List--Week of 10/15/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Espinoza, Veronica +X-To: Brackett, Debbie R. , Bradford, William S. , Conner, Andrew R. , Fitzgerald, Genia , Hanse, Patrick , Murphy, Melissa Ann , Theriot, Kim S. , Yoder, Christian , Miller, Mike J. , Neal, Steve , Olinger, Kimberly S. , Otto, Charles H. , Parquet, David , Pereira, Susan W. , Perlman, Beth , Pollan, Sylvia S. , Price, Brent A. , Reck, Daniel , Reeves, Leslie , Ring, Andrea , Shackleton, Sara , Shankman, Jeffrey A. , Shively, Hunter S. , Sorenson, Jefferson D. , South, Steven P. , Allen, Phillip K. , Allen, Thresa A. , Arnold, John , Aucoin, Berney C. , Baughman, Edward D. , Bowen, Bob , Brawner, Sandra F. , Brazaitis, Greg , Breslau, Craig , Coleman, Brad , Donohoe, Tom , Etringer, Michael , Foster, Chris H. , Glover, Sheila , Suh, Jungsuk , Taylor, Mark E (Legal) , Tholt, Jane M. , Thomas, Jake , Lagrasta, Fred , Scheuer, Janelle , Gilbert, George N. , Fraser, Jennifer , Mellencamp, Lisa , Daniel, Shonnie , Gray, Barbara N. , Van Hooser, Steve , Cook, Mary , Nemec, Gerald , Ogden, Mary , St. Clair, Carol , Hlavaty, Nathan , Taylor, Craig , Sturm, Fletcher J. , Storey, Geoff , Holst, Keith , Keavey, Peter F. , Grigsby, Mike , Lewis, Andrew H. , Perlingiere, Debra , Smith, Maureen , Mulholland, Sarah , Barker, James R. , Fleming, Matthew B. , Dickson, Stacy E. , Ewing, Linda J. , Lilly, Kyle R. , Hanson, Kristen J. , Bosse, Kevin , Stuart III, William , Resendez, Isabel Y. , Eubanks Jr., David W. , Patel, Sheetal , Lavorato, John , O'Leary, Martin , Mahmassani, Souad , Singer, John , Knoblauh, Jay , Schockling, Gregory , McCairns, Dan , Bond, Ragan , Rangel, Ina , Gillette, Lisa , Bywaters, Candy HPL/AEP , Green, Ron , Blay, Jennifer , Cook, Audrey , Seibel, Teresa , Benevides, Dennis , Ngo, Tracy , Harris, JoAnne , Tate, Paul , Bangle, Christina , Moran, Tom , 'Weithman, Tim' , Rawson, Lester , Hall, Bob M , Baxter, Bryce , Dahanayake, Bernard , Deming, Richard , Bailey, Derek , Anderson, Diane , Hunter, Larry Joe , Wallumrod, Ellen , Bowen, Bob , Lees, Lisa , Sever, Stephanie , Fisher, Joni , 'Eggleston, Meredith' , Gorny, Vladimir , Diamond, Russell , Miroballi, Angelo , Ratnala, Melissa K. , Williams, Jason R (Credit) , Balfour-Flanagan, Cyndie , Richardson, Stacey , Bryan, Linda S. , Bussell l, Kathryn , Mims, Patrice L. , Jackson, Lee , Boxx, Pam B. , Hernandez, Elizabeth L. , Otto, Randy , Quezada, Daniel , Hull, Bryan , Penman, Gregg , Smith, Dana , Anderson, Clinton , Valderrama, Lisa , Tian, Yuan , Smith, Raiford , Plachy, Denver , Moon, Eric , McMichael Jr., Ed , Martin, Jabari , Little, Kelli , Huan, George , Horne, Jonathan , Hernandez, Alex , Garza, Maria , Garcia, Santiago , Fitzwater, Loftus , Espey, Darren , Dicarlo, Louis , Curlee, Steven , Breese, Mark , Boyt, Eric , Kelly, Katherine L. , Franklin, Cynthia , Khandker, Dayem , Thorne, Judy , Dicarlo, Louis , Jennings, Jennifer , Phillips, Rebecca , Grass, John , Ferries, Nelson , Ring, Andrea , Ortiz, Lucy , Martin, Thomas A. , Jones, Tana , Lucci, Paul T. , Nemec, Gerald , Smith, Tiffany , Stephens, Jeff , Quigley, Dutch , Hodge, Jeffrey T. , Goodell, Scott , Maggi, Mike , Griffith, John , May, Larry , Germany, Chris , Pimenov, Vladi , Townsend, Judy , Hendrickson, Scott , Ruscitti, Kevin , Williams, Jason (Trading) , Lenhart, Matthew , Sanchez, Monique , Lambie, Chris , Reitmeyer, Jay , Gay, Randall L. , Farmer, Daren J. , Bass, Eric , Rohauer, Tanya , Pendegraft, Sherry , Smith, Shauywn , Willis, Jim , Dinari, Sabra L. , Muzzy, Charles T. , Stehling, Stephanie +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached is a revised Credit Watch listing for the week of 10/15/01. Please note that Bethlehem Steel Corporation was placed on ""NO TRADES"". Progas, Inc. and Sanchez Oil & Gas Corporation were placed on ""Call Credit"". +If there are any personnel in your group that were not included in this distribution, please insure that they receive a copy of this report. +To add additional people to this distribution, or if this report has been sent to you in error, please contact Veronica Espinoza at x6-6002. +For other questions, please contact Jason R. Williams at x5-3923, Veronica Espinoza at x6-6002 or Darren Vanek at x3-1436. + + " +"arnold-j/deleted_items/258.","Message-ID: <18558607.1075852697086.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 08:05:39 -0700 (PDT) +From: officeofthechairman2@enron.com +Subject: Enron All-Employee Meeting Notice +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Office of the Chairman, +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +To: All Enron Employees: + +Please join us at an all-employee meeting at 10 a.m. Houston time, Tuesday, October 23, in the Hyatt Regency Houston's Imperial Ballroom. We will review third quarter financial and operating highlights and action steps we're taking based on the results of the Lay It On the Line survey. We welcome your questions. Please send them to Courtney Votaw by e-mail (Courtney.votaw@enron.com), fax (713-853-6790), or interoffice mail (EB 4704B). We look forward to seeing you there. + +Ken, Greg and Mark + + +Accessing the Meeting via Streaming Video/Audio + +If you are a Houston-based employee and can't attend the meeting, or if you are located in London, Calgary, Toronto, Omaha, New York or Portland (ENA), you can access the live event at http://home.enron.com/employeemeeting. Enron Europe employees will receive a follow-up message from their Public Relations team concerning online access to the meeting. + + +Video Teleconferencing + +The meeting will be made available by video teleconference to employees in Sao Paulo, Buenos Aires, Dubai, Rio de Janeiro, Bothell, Wash. and Chicago, IL. If your location would like to participate by video teleconference, please contact Yvonne Francois at (713) 345-8725. + + +Audio Via Telephone + +For those of you who cannot view the live event by video stream or video teleconferencing, you can access the meeting via telephone by dialing the following numbers: +* The host will ask you what call or event you will be connecting to, reply Enron. + +United States: (888) 400-7918 + +International: +1 (952) 556-2844 + + + +If you encounter technical difficulties, please contact your IT help desk. +" +"arnold-j/deleted_items/259.","Message-ID: <26069119.1075852697110.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 07:07:47 -0700 (PDT) +From: dsanchez@tradespark.com +To: sanchez@enron.com, dsanchez@tradespark.com +Subject: Fwd: TradeSpark Power Cash Products Functional + 1 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Sanchez, Deborah"" @ENRON +X-To: Sanchez, Deborah +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +ATTENTION: Intra month cash traders on TRADESPARK + +Cash Products for all Power locations will be intermittently brought up +throughout the morning of Monday, October 15th. Beginning Tuesday, October +16th, 100% of the cash products for all power locations will be functional +and available for trading. At this time, PJM is fully functional for all +cash products. + +Please make sure you have the subscribed to the desired cash products you +wish to trade. + +Regards, +The TradeSpark Team + +Contacts for assistance: +TradeSpark Sales +Pam Anderson 713-426-6593 +Jeff Linn 713-655-5095 +Buck LaPoint 713-655-5005 + +TradeSpark Help Desk: +713-556-3386 +713-556-3322 +713-556-3314 +713-556-3338 + + + + + +CONFIDENTIAL: This e-mail, including its contents and attachments, if any, are confidential. If you are not the named recipient please notify the sender and immediately delete it. You may not disseminate, distribute, or forward this e-mail message or disclose its contents to anybody else. Copyright and any other intellectual property rights in its contents are the sole property of Tradespark, Inc. + E-mail transmission cannot be guaranteed to be secure or error-free. The sender therefore does not accept liability for any errors or omissions in the contents of this message which arise as a result of e-mail transmission. If verification is required please request a hard-copy version. + Although we routinely screen for viruses, addressees should check this e-mail and any attachments for viruses. We make no representation or warranty as to the absence of viruses in this e-mail or any attachments. Please note that to ensure regulatory compliance and for the protection of our customers and business, we may monitor and read e-mails sent to and from our server(s). + +For further important information, please see http://www.tradespark.com/full-disclaimer.html" +"arnold-j/deleted_items/26.","Message-ID: <32362025.1075852688902.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 02:18:23 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: FW: Enron Europe Organization Announcement- VOLUNTARY LAYOFFS +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Enron has had a very good year to date and we at Enron Europe have played our part in this. However, if we are to maintain growth levels, we need to focus very closely on our cost base and create more efficiencies in the current round of Enron Corp. budget reviews. + +We are analysing much more closely exactly which businesses we derive our earnings from and concentrating our resources on those areas. We will be taking decisions to put some projects on the ""back burner""and reduce the scope of others. + +This will inevitably mean that we need to reduce our headcount both in commercial and commercial support groups as we seek to identify the best mix of skills to keep us on our earnings growth track. To this end we will be seeking to cut our headcount in Europe by between five and ten percent, but we will aim as far as possible to achieve this through a program of voluntary severance. Details of this program will be made available by Monday 8th October. We hope to complete this exercise and communicate the outcome as quickly as possible in October so that everyone knows where they stand. + +Please feel free to contact either of us, but also talk to your supervisor about any specific concerns you may have and remember that you can also make use of the LifeWorks confidential counselling service that is available on 0800 169 1920. + +We firmly believe that if we work hard together now to achieve these short term goals, we will create a stronger, more flexible team at Enron which will be better placed than ever to grow our business in Europe. + +John Sherriff and Michael Brown" +"arnold-j/deleted_items/260.","Message-ID: <23472491.1075852697133.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 06:50:43 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: I want my two dollars! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Name the movie. " +"arnold-j/deleted_items/261.","Message-ID: <2704386.1075852697157.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 09:23:55 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: I want my two dollars! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +ha!ha! aren't you funny. looking. + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 15, 2001 11:23 AM +To: Allen, Margaret +Subject: RE: I want my two dollars! + + +What money? I don't know what you're talking about + +-----Original Message----- +From: Allen, Margaret +Sent: Monday, October 15, 2001 11:18 AM +To: Arnold, John +Subject: RE: I want my two dollars! + + +loser. it's 'better off dead' with John Cusack - popular when we were kids. unfortunately you were a dork and didn't play with the other kids your age, so you missed it. great line but means nothing if you haven't seen the movie. + +can i come collect my $ from you today? i owe it to the box (it's a long story, i'll tell you later.) MSA + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 15, 2001 11:15 AM +To: Allen, Margaret +Subject: RE: I want my two dollars! + + +no clue. not a movie buff. + +-----Original Message----- +From: Allen, Margaret +Sent: Monday, October 15, 2001 8:51 AM +To: Arnold, John +Subject: I want my two dollars! + + +Name the movie. " +"arnold-j/deleted_items/262.","Message-ID: <19919322.1075852697183.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 09:17:33 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: I want my two dollars! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +loser. it's 'better off dead' with John Cusack - popular when we were kids. unfortunately you were a dork and didn't play with the other kids your age, so you missed it. great line but means nothing if you haven't seen the movie. + +can i come collect my $ from you today? i owe it to the box (it's a long story, i'll tell you later.) MSA + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 15, 2001 11:15 AM +To: Allen, Margaret +Subject: RE: I want my two dollars! + + +no clue. not a movie buff. + +-----Original Message----- +From: Allen, Margaret +Sent: Monday, October 15, 2001 8:51 AM +To: Arnold, John +Subject: I want my two dollars! + + +Name the movie. " +"arnold-j/deleted_items/263.","Message-ID: <11479046.1075852697210.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 12:48:23 -0700 (PDT) +From: econdev@txed.state.tx.us +Subject: Economic Development Tool Chest +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""EconDev"" @EES +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Texas Economic Development - Marketing the Lone Star State + +Dear TEDC Member: + +Texas Economic Development (TxED) is pleased to introduce three new items to add to your economic development tool chest. The State Comparison Database, Texas Country Information, and NAFTA Center web sites are all designed to assist local economic development efforts. These products and other demographic and economic data can be found on our award-winning Business and Industry Data web site at www.bidc.state.tx.us. + +With an ever-increasing emphasis on global trade opportunities and the ability to compete in world markets, information on other countries and our existing relationship with those countries is vital. The Texas Country Information and NAFTA Center web sites are designed to help you easily access important international information. + +On a more domestic front, The State Comparison web site shows comparative information on how Texas stacks-up to the other 49 states on over 200 economic and demographic variables. + +These new products were developed to complement the wealth of resources provided by Texas Economic Development on our award-winning web site. The attached brochure provides more details on the toolbox of resources currently available on the TxED web site. + +As always, if we can assist you with your information needs, please contact the Business and Industry Data Center at 1-800-888-0511 or by e-mail at: bidc@tded.state.tx.us. + +Sincerely, + +Michael West +Director, Market Texas Clearinghouse +512-936-0292 + +Texas Economic Development markets Texas for tourism and business. +P.O. Box 12728 ? 1700 North Congress Avenue ? Austin, Texas 78711 + +This is a news update from the Texas Department of Economic Development. + +If you would like your name removed from EconDev Update, reply to this message with the word ""Remove"" in the subject line. + +Thanks for your continued support of the Texas Department of Economic Development, for more information go to our web address at: http://www.txed.state.tx.us" +"arnold-j/deleted_items/264.","Message-ID: <23909511.1075852697233.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 12:48:27 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + -----Original Message----- +From: Lavorato, John +Sent: Monday, October 15, 2001 2:48 PM +To: Belden, Tim +Subject: + +Although I haven't forebid people from trading on other screens like ICE I have discouraged it. A couple weeks ago, on his own, Presto pulled all their accounts. The 20 trades or so that we are doing on ICE in Power are all coming from Portland. On October 11th, Richter 8, Motley 5, Fischer 3, Crandall 3. The reason we have been successful with EOL is because in November of 99 the whole industry felt like they could pick us off. Sooner or later they were hooked. I don't want us to get hooked on ICE. Please help. +" +"arnold-j/deleted_items/265.","Message-ID: <32839918.1075852697256.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 12:30:13 -0700 (PDT) +From: nmw-att1@launchfax.com +To: jarnold@ei.enron.com +Subject: NMW Wants to Welcome You with a Chance to Win! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""National Manufacturing Week"" +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Dear Jennifer: +Customer ID#: 4421625 +Label Code: EN01 +As a past registrant of National Manufacturing Week, you recently received a postcard in the mail. As a reminder, we want to welcome you to Club NMW -- a community of professionals who understands the importance of coming face to face with the latest innovations in manufacturing. +Registering for the 2002 Show is easier than ever as a Club NMW member. +Click on the following link and enter your Customer ID # above to access your personal registration form. www.clubnmw.com +Do so, and you'll have the opportunity to receive e-mails with chances to win $1,000 and other great prizes each month. +Register now and save the $50 on-site entrance fee. Click www.clubnmw.com . + +Sign Up Early for the Best Hotels and Travel Discounts +Registering now means getting the choicest hotel rooms ? lowest rental car and airline fares ? and prime seating at the city's finest restaurants. Visit our Web site, manufacturingweek.com, and click on the tab marked ""Travel"" for complete information. +Now's the Time to Rally for Manufacturing +We've all been urged to get ""back to business."" There's no better way to bolster the industry than to join your colleagues at the nation's #1 event for the entire manufacturing community! +Examine products for yourself, question the creators and compare performance. +Discuss business trends and challenges with your peers. +Visit an all-new Career Fair offering unique opportunities to take your career to the next level. + +We look forward to welcoming you and your Club NMW colleagues to manufacturing's meeting place? National Manufacturing Week, March 18-21, 2002, McCormick Place, Chicago, IL. Click on www.clubnmw.com to register now! +If you no longer wish to receive email communication from National Manufacturing Week, REC-US or other companies in your industry, please click here http://www.recusprivacy.com and take a moment to provide the information requested." +"arnold-j/deleted_items/266.","Message-ID: <3665608.1075852697285.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 11:18:22 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,327.69[I= +MAGE]19.93-0.21% NASDAQ1,701.80[IMAGE]5.490.32% S?5001,090.70[IMAGE]0.720.0= +6% 30 Yr53.49[IMAGE]0.30-0.55% Russell431.40[IMAGE]1.310.30%- - - - - MORE = + [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] [I= +MAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/16 Capacity = +Utilization 10/17 Building Permits 10/17 Housing Starts 10/18 Initial Claim= +s 10/18 Philadelphia Fed - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAGE]Q= +charts =09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 A good new chairman of the Feder= +al Reserve Bank is worth a $10 billion tax cut.: Paul H. Douglas =09[IMAG= +E]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/16/2001 13:05 = +ET Symbol Last Change % Chg [IMAGE] VIFL3.03[IMAGE]0.7432.31%[IMAGE] BCR= +X4.60[IMAGE]1.0931.05%[IMAGE] PRTN5.92[IMAGE]1.369330.09%[IMAGE] CRGO12.55[= +IMAGE]2.599526.12%[IMAGE] OSIS13.11[IMAGE]2.6124.85%[IMAGE] BREL27.38[IMAGE= +]5.3724.39%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 m= +in. otherwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question = +of the Day! Q. When you buy and sell stocks in a 401k (retirement account) = +the profits should be tax free until you take the funds out. Do you still h= +ave to report the transactions to the IRS?This is one instance where the al= +mighty IRS is unable to get their paws on your........ MORE [IMAGE] Do you= + have a financial question? Ask our editor - - - - - VIEW Archive [IMAGE= +] [IMAGE] [IMAGE]=09 =09=09=09=09[IMAGE] [IMAGE] Market Outlook = + The Good News Is There's No Bad news By:Adam Martin Stocks are in a rang= +e this afternoon, with the NASDAQ dancing back and forth across the flatlin= +e and the DJIA trading in a range in shallow negative territory. It's a wa= +iting game with traders anxious to see some big earnings news tonight as IB= +M and Intel are scheduled to report in after the close. Till then, traders= + seem to be a bit wary after weeks of gains and nothing really positive in = +terms of trading impetus. There were neither major earnings shocks today n= +or lowering of guidance, and that alone is enough to apply some upward pres= +sure on the heels of yesterday's late surge. It doesn't take much to creat= +e a sense of optimism, as any shred of good news is expected to bring the b= +uyers out after analysts have predicted this to be the worst earnings seaso= +n in a decade. Wall Street may be looking ahead to quarters to come, as we= +ll, and there is a sense that the economy is on the road to recovery. Anal= +ysts feel that over the next two quarters economic weakness will be dissipa= +ting, and there will be a rebound in earnings by the second quarter of 2002= +. It may be a choppy road ahead, however, as Wall Street continues to feel= + the pressure of a growing anthrax scare and the ongoing military action in= + Afghanistan. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[= +IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Tuesday [IMAGE] Wanna know what exper= +ts are saying about the most important stocks...yours? Get the latest ins= +ide info from Wall Street Analysts and people just like you who really *kno= +w* about your stocks. Click here to check out Raging Bull. [IMAGE] [IMA= +GE]=09 =09 [IMAGE] Stocks to Watch United Technologies to Shed Jobs= + United Technologies Corp., which includes jet engine builder Pratt & Whit= +ney, said Tuesday it plans to cut some 5,000 jobs, or about 3.2 percent of = +its work force, because of the impact that the Sept. 11 attacks are having = +on the aerospace industry. Biogen sees higher than expected Avonex sales B= +iotech firm Biogen Inc. (NASDAQ:BGEN) said on Tuesday it expects flagship p= +roduct Avonex, which treats multiple sclerosis, to post 2001 sales higher t= +han originally expected. Raytheon requests bids for aircraft-integration u= +nit-WSJ Raytheon Co (NYSE:RTN), renewing efforts to sell its aircraft-in= +tegration business, last week sought bids from Boeing Co. (NYSE:BA), L-3 Co= +mmunications Holdings Inc. (NYSE:LLL) and others, the Wall Street Journal = +said on Tuesday, citing people familiar with the process. Enron third-quart= +er earnings rise Energy trading giant Enron Corp. (NYSE:ENE) said on Tuesd= +ay its third-quarter earnings rose as its core wholesale marketing and trad= +ing division delivered strong returns. J&J profits rise, driven by medical= + devices, drugs Diversified health-care giant Johnson & Johnson (NYSE:JNJ)= + on Tuesday said third-quarter profits rose nearly 16 percent, spurred by h= +igher sales of medical devices and continued growth of key prescription dru= +gs. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News VIFL News Food Technology = +Service, Inc. Reports Continued Profits BusinessWire: 10/10/2001 13:08 ET= + FOOD TECHNOLOGY SERVICE INC FILES FORM 10QSB (*US:VIFL) EDGAR Online: 10/= +10/2001 11:55 ET Food Technology Service, Inc. Announces New President/CEO= +; Food Irradiation Movement Gains Support As Former State Health Official = +Becomes CEO BusinessWire: 09/04/2001 09:30 ET - - - - - MORE [IMAGE] BCRX= + News Linux NetworX Cluster Aids BioCryst in Developing Innovative Treatme= +nts for Disease PR Newswire: 10/09/2001 07:47 ET BioCryst Provides Update = +on Oral Influenza Neuraminidase Inhibitor Program PR Newswire: 08/13/2001 = +08:35 ET BIOCRYST PHARMACEUTICALS INC FILES FORM 10-Q (NASDAQ:BCRX) EDGAR = +Online: 08/07/2001 08:06 ET - - - - - MORE [IMAGE] PRTN News Proton Energ= +y team gets Navy fuel cell contract Reuters: 10/15/2001 16:02 ET Proton En= +ergy Systems Signs Contract for Advanced Fuel Cell Development Worth Up to = +$6.2 Million PR Newswire: 10/15/2001 15:20 ET Dr. Frano Barbir Joins Proto= +n Energy Systems, Inc. as Director of Fuel Cell Technology and Chief Scient= +ist PR Newswire: 09/06/2001 12:40 ET - - - - - MORE [IMAGE] CRGO News Bi= +g Movers in the Stock Market AP Online: 10/16/2001 12:52 ET Union Pacific = +truck unit buys Motor Cargo Reuters: 10/15/2001 17:56 ET MOTOR CARGO INDUS= +TRIES INC FILES FORM 425 (*US:CRGO) EDGAR Online: 10/15/2001 17:33 ET - - = +- - - MORE [IMAGE] OSIS News Osi Systems sees quarterly profit instead of= + loss Reuters: 10/16/2001 08:03 ET OSI Systems Announces First Quarter Fis= +cal 2002 Earnings to be Better than Expected BusinessWire: 10/16/2001 07:5= +1 ET OSI SYSTEMS INC FILES FORM DEF 14A (*US:OSIS) EDGAR Online: 10/12/200= +1 17:26 ET - - - - - MORE [IMAGE] BREL News UPDATE 1-Cepheid shares rise = +after latest anthrax scares Reuters: 10/15/2001 20:28 ET UPDATE 1-BioRelia= +nce expects third qtr to beat estimates Reuters: 10/15/2001 19:53 ET BioRe= +liance expects third qtr to beat estimates Reuters: 10/15/2001 18:58 ET - = +- - - - MORE [IMAGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/267.","Message-ID: <1952814.1075852697406.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 06:20:11 -0700 (PDT) +From: swl@winelibrary.com +To: jarnold@enron.com +Subject: Opus One and more . . . +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Wine Library"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +To Place an order . . . +PLEASE CALL 973-376-0005 ask for Order Dept.www.winelibrary.com +or e-mail us at swl@winelibrary.com +1. #13794 - Opus One 1998 - $117.99 a bottle - On Sale +Limit 2 bottles per customer please!! +Well here it is again,the 1998 Opus One. Not much you can say here, except- keep those verticals going! +2. #15427 - Corzano 1998 ""I Tre Borri"" Chianti - $30.99 a bottle - (Only $24.79 when you buy a case) +93 Points - Gary Vaynerchuk - Wine Library +This wine comes in 6-pack cases +""This wine could go down as 1 of the top 5 wines I have had this year. I have always been impressed by this winery and the Reserva Chianti is amoung the best ever produced. The Riserva is 100% Sangiovese, from the oldest vines, with the best exposure. Vinfied in barrel, this silky, explosively aromatic Chianti is the best wine Corzano e Paterno has ever produced. Aljosha feels it best represents the wonderful vineyards of Corzano e Paterno. ""Gary V - Wine Library Have your own tasting notes? Post your own review of this wine on Wine Library.com! +3. #13554 - Babcock 1999 Black Label Syrah - $54.99 a bottle - (Only $43.99 when you buy a case) +This wine comes in 6-pack cases +This wine is huge in every respect. It really typifies one of Babcock's favorite themes in winemaking-- the integration of amplitude and balance. In contrast to the 1997 Black Label Cuvee, this wine is a little more compact, achieving the same riveting intensity, but at a lower finished alcohol. The result-- a concentrated, teeth-staining wine, with elegance. Parker has now put this wine on the map,and Babcock has taken it to even a higher level with this massive effort ! Have your own tasting notes? Post your own review of this wine on Wine Library.com! +4. #13918 - La Fleur De Bouard 1998 Lalande de Pomerol - $27.99 a bottle - (Only $22.39 when you buy a case) +Featured in last week's Wall Street Journal! Limited Supply Avail! +""An outstanding effort . . . this 98 from Pomerol displays a brilliant nose and a deep, dark color. The fruit just seems to last and last throughout the palate leading you to a tremendously smooth finish. Limited Supply! ""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +5. #15875 - Bollini 2000 Pinot Grigio - $8.99 a bottle - (Only $7.19 when you buy a case) +""Clear, yellowish-straw color, with fresh white grape aromas and a distinct floral fruit found typical of Pinot Grigio. Citric acidity and crisp flavors, full-bodied and round, clean and fresh. If you like Santa Margherita you will never drink it again after tasting this wine!""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +6. #16144 - Manzone 2000 Dolcetto D'Alba - $11.99 a bottle - (Only $9.59 when you buy a case) +Manzone is one of Piedmonte's superstars. The 2000 version of this Dolcetto is a very explosive wine and an outstanding value. The dark fruit and complexity on both the finish and the mid-palate is very exciting. If you are looking for a wine to drink with a steak or lamb I couldn't think of a better combo than this. Have your own tasting notes? Post your own review of this wine on Wine Library.com! +7. #11869 - Joel Gott 2000 Zinfandel - $14.99 a bottle - (Only $11.99 when you buy a case) +90 Points - Rob Hunter - Wine Library +This lush fruit driven red explodes on the palate, ripe bright raspberries and subtle cherry flavors come forth right from the beginning. Slight hints of pepper and spice intermingle on the palate. A true pleasure to drink, try this with your holiday meals. This also has a lasting finish that really rounds out this wonderful wine. Have your own tasting notes? Post your own review of this wine on Wine Library.com! +8. #13003 - Cline 1999 California Syrah - $8.79 a bottle - On Sale +Dollar for dollar this may be the best value in the shop ! Cline has always made great wine and this 1999 Syrah is an explosive fruit bomb. If you have been a fan of the Shiraz grape from Australia you will find this to be an amazing wine. Cherry is the dominate flavor in this wine and the finish is almost overwhelming. Don't miss this wine ! Have your own tasting notes? Post your own review of this wine on Wine Library.com! " +"arnold-j/deleted_items/268.","Message-ID: <4718295.1075852697431.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 09:31:16 -0700 (PDT) +From: reiscast__wave_two.um.a.1013.228@reis-reports.unitymail.net +To: reiscast__wave_two@reis-reports.unitymail.net +Subject: Crossroads +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Reiscast Wave Two"" @ENRON +X-To: Reiscast Wave Two +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +[IMAGE]=20 +=09[IMAGE]=09[IMAGE]=09=09 +[IMAGE] =09[IMAGE] [IMAGE]=09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [= +IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] =09[IMAGE]=09 + +[IMAGE] +=09=09[IMAGE]=09=09=09 +=09=09[IMAGE]=09=09[IMAGE]=09 + [IMAGE] [IMAGE] =09[IMAGE]=09[IMAGE] [IMAGE] ReisCast October 16, 2001 = + Reis - America's Source for Real Estate Investing Welcome to ReisCast, = +our weekly email newsletter. This week's edition highlights are: Crossr= +oads Special Introductory Offer Available Through Reis SE! [IMAGE] = + [IMAGE] 1. Crossroads Tough Times Hit Texas Just nine months ago, Tex= +as real estate seemed on top of the world. With energy prices seemingly on = +an unceasing upward spiral, burgeoning trade with Mexico and its former gov= +ernor ensconced in the White House, the Lone Star State seemed poised to be= +come a stellar performer at the onset of the new century. Yet even before= + the events of 9-11 and the launching of a war in Central Asia, there was g= +rowing concern about the future of President Bush's home state... some of t= +he state's hottest markets, the Dallas Telecom Corridor and Austin, have su= +ffered grievously from the high-tech slowdown. And even in Houston, which r= +emains the strongest of the state's major markets, concerns over oil prices= + and a weakening national economy have dimmed the recent gusher of optimism= +... To get the whole article, go to: http://www.reis.com/learning/insig= +hts_crossroads_art.cfm?art=3D1 [IMAGE] 2. Special Introductory O= +ffer Available Through Reis SE! As a Reis SE user, you've already experie= +nced the power of Reis's revolutionary transaction support info. Now with F= +REE MetroStats and SubmarketStats reports, the power of Reis SE is even str= +onger... For a limited time, Reis SE subscribers and corporate account us= +ers can get FREE MetroStats and SubmarketStats reports with second quarter = +2001 data. With this newest series of reports, available October 18, you'l= +l get secondary market trends -- not available from any other standardized,= + timely source -- for office and apartment markets in our 30 expansion metr= +os. But remember, this offer is limited to Reis SE users and expires wit= +h the release of our third quarter 2001 update in November. So don't delay= +. Download your FREE MetroStats and SubmarketStats reports, per second qua= +rter 2001, this week. Take advantage of this special introductory offer and= + discover how Reis SE is making it even easier to get the latest trends and= + hard-to-gather data on secondary US markets! To become a Reis SE subsc= +riber or corporate account user and get access to the same investment decis= +ion-support information -- and now, great FREE reports -- used by leading r= +eal estate professionals like you, call us today for a Reis SE DEMO at 1(80= +0) 366-REIS, or email us at INFO@reis.com . (Don't forget...beginning thi= +s week, Reis SE users will also be able to get class-cut distinctions for t= +he 50 top US office and apartment markets by purchasing Reis's new MetroTre= +nd Class Cuts and SubTrend Class Cuts reports.) From Wall Street to Main= + Street, our clients rely on Reis for comprehensive and proven transaction = +support. As always, we welcome your comments and suggestions www.reis.com= + . [IMAGE] You are receiving the email because you have subscribed to t= +his list. If you would like to remove yourself from this list, please clic= +k here and you will be removed immediately! Thank you! [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] ?2001 Reis, Inc. All rights reserved. =09[IM= +AGE]=09[IMAGE] [IMAGE] [IMAGE] =09 +" +"arnold-j/deleted_items/269.","Message-ID: <11270739.1075852697498.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 08:54:24 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas intraday update for 10-16-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find a follow up to today's Natural Gas market analysis. + +Thanks, + +Bob McKinney + + - 10-16-01 Nat Gas intraday update.doc " +"arnold-j/deleted_items/27.","Message-ID: <24768766.1075852688925.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 01:32:15 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: RE: ENE is a Buy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +that possibility is slim to none..... + +-----Original Message----- +From: Arnold, John +Sent: Thursday, October 04, 2001 9:14 PM +To: Fraser, Jennifer +Subject: RE: ENE is a Buy + + +depends on the legal outcome. thhere is still a possibility we get all of our money back, although a roe of 0% for 10 years. Still, a better roe than broadband investments + +-----Original Message----- +From: Fraser, Jennifer +Sent: Thursday, October 04, 2001 8:33 AM +To: Arnold, John +Subject: ENE is a Buy + + +dabhol will be written down before it is sold. + + + <<00021579.PDF.pdf>> " +"arnold-j/deleted_items/270.","Message-ID: <12556264.1075852697521.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 08:09:45 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: Monthly DOE Production & Gas Rig Counts +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find this months summary of the most recent DOE Natural Gas production data and Baker-Hughes Rig Counts. + +Thanks, +Mark + - Sep DOE Nat Gas production.doc " +"arnold-j/deleted_items/271.","Message-ID: <9318378.1075852697548.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 07:03:20 -0700 (PDT) +From: newsletter@bizsites.com +To: jarnold@ees.enron.com +Subject: October/November 2001 Bizsites E-zine +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: newsletter@bizsites.com@EES +X-To: jarnold@ees.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + [IMAGE] a service from Plants Sites & Parks October 16 2001 [IMAGE] = + Welcome to Bizsites Update. This is an HTML e-mail message. If the graphic= +s in this message do not appear, then your e-mail client does not support H= +TML. We recommend changing your e-mail software delivery format to plain te= +xt or upgrading the program you use to read your e-mail. Newsletter Spon= +sor: The Roanoke Valley Click for The Roanoke Valley View The 2001-= +2002 Business Location Sourcebook Now Online! Register Help us impro= +ve Bizsites.com Take our user survey! EXECUTIVE NEWSFLASH U.S. Off= +ice and Plant Deals Kellogg to build distribution centers in Illinois, Ge= +orgia BATTLE CREEK, Mich.-Kellogg Co. is constructing two new distribution= + centers in Minooka, Ill., and Atlanta, Ga., that will total more than 1.9 = +million square feet and are expected to cost more than $90 million. Site wo= +rk has begun on the 1 million-square-foot building in Illinois, which will = +have multiple shipping and receiving docks, automated inventory control sys= +tems and miles of conveyor systems and storage area for breakfast foods. Th= +e Georgia facility, which will also distribute breakfast foods, will be 900= +,000 square feet and is scheduled to begin construction this month. Complet= +ion of both projects is scheduled for 2003. Source: Business Wire, Oct. 11,= + 2001 Boise Cascade to open manufacturing plant in Washington ELMA, Wash.-= +Boise Cascade is constructing a $65 million wood-plastic composite manufact= +uring plant in Elma that will employ nearly 200 workers. The facility is be= +ing built on the site of the former Energy Northwest nuclear power plant th= +at shut down in 1996. Four buildings, each approximately 45,000 square feet= +, are being retrofitted to accommodate a process line being relocated from = +Germany. Construction will be completed by May 2002. The plant will turn re= +covered plastic and urban wood waste into home siding and other nonstructur= +al products. Source: Business Wire, Oct. 10, 2001 More stories available i= +n Bizsites Monitor International Office and Plant Deals Candy maker bu= +ilding factory in Mexico LINARES, Mexico-Chicago-based Brach & Brock Confec= +tions Inc. has begun construction on a new $50 million, 350,000-square-foot= + confections plant in Linares, Nuevo Leon, Mexico. The new facility is taki= +ng over Brach's seasonal candy line from its plant in Chicago, which is bei= +ng phased out. Construction is scheduled for completion in August 2003. Sou= +rce: Business Wire, Oct. 15, 2001 Mouse maker points and clicks in Hong = +Kong HONG KONG-Fremont, Calif.-based Logitech, the world's largest mouse ma= +nufacturer, has opened its Asia-Pacific sales and marketing headquarters in= + Hong Kong. ""Hong Kong is the best communications bridge between the East a= +nd the West in the region, and Logitech will make use of Hong Kong's compet= +itive advantages in information gathering, telecommunications network, mark= +eting expertise and transportation advancements,"" says Logitech vice presid= +ent Gavin Wu. As of May 2001, more than 3,000 foreign companies have establ= +ished regional headquarters in Hong Kong. Source: Xinhua Economic News Serv= +ice, Oct. 11, 2001 More stories available in Global Monitor Tax and Fina= +nce of Site Selection Merck subsidiary wins incentives for HQ, plant in No= +rth Carolina DURHAM COUNTY, N.C.-Durham County commissioners have unanimou= +sly approved $2 million in incentives for a $260 million pharmaceutical fac= +ility. It may be the largest single investment in the county's history. Dur= +ham is among four sites that EMD Pharmaceuticals Inc., the North American s= +ubsidiary of Merck KGaA, is considering for a headquarters and manufacturin= +g plant that would employ about 1,200 workers. Company officials say the in= +centive package, to be paid out in a series of reimbursements for job train= +ing and infrastructure improvements, would be a key factor in their decisio= +n. EMD's board is expected to make a final decision near the end of October= +.2122 Source: Associated Press, Oct. 9, 2001 Rolls-Royce seeks FTZ statu= +s for Indianapolis plants INDIANAPOLIS-Rolls-Royce Corp. is asking the fede= +ral government to include three of its Indianapolis factories in the area's= + Foreign Trade Zone (FTZ). The designation would allow the jet engine maker= + to import parts, assemble them and export the products without paying duti= +es, thus lowering its costs. The Rolls-Royce Allison plants are expected to= + cover 3.7 million square feet on 415 acres. The Sept. 10 application to th= +e FTZ Board could be approved by February, says Kent Ebbing, general manage= +r of the Indianapolis zone.2121 Source: The Indianapolis Star, Oct. 9, 2001= + More stories available in Tax and Finance New issue now available on= +line November 2001 October/November Cover COVER STORY - CBD POWER O= +nce again, central business districts are gathering places for people and a= +ssets. Some of the most successful CBDs promote flexible zoning and renovat= +ion of existing properties. [IMAGE]Features Cities Pushing Industrial = +Redevelopment At last count, more than 80,000 acres of urban brownfields a= +cross the United States were available for redevelopment. What's the lowdow= +n on brownfields? Brownfield Incentives Redevelopment projects advance m= +ost quickly when plenty of financial incentives are available. Industry Ou= +tlook: Food processors test their latest recipe for success: a mix of con= +solidation, new products and improved service. [IMAGE]Departments Publ= +isher's Note Insites Breathe-easy buildings l fast factories l high-te= +ch warehouses l Calgary l OSHA inspections In the Numbers Measuring in de= +grees: U.S. college grads Utilities Dealing with blackouts Supply & = +Distribution Secondary locations for hubs? Global Monitor Business proj= +ects abroad Global Market Assessing risk in emerging markets Import/= +Export Middle East & Africa: Business challenges abound Bizsites Monitor= + Top 25 U.S. business projects, based on new jobs Work Place Technology= + Work force training incentives exist in nearly every state. [IMAGE]Sta= +te & Regional Reviews West North Central Business climate reflects pract= +ical, real-world strengths.Kansas ;Minnesota ;Nebraska ;Iowa ;North Dakota = +;South Dakota ;Missouri West South Central Economic EvolutionTexas ;Lou= +isiana ;Oklahoma ;Arkansas [IMAGE]WTC WebXtras From the October/Novemb= +er 2001 Issue of PS&PWhat Lies Ahead? From the October/November 2001 Issu= +e of PS&PSite Security: One part of a business continuity plan Building = +Security Becomes Top Concern New Data Security Trends Emerge in the WTC A= +ftermath Replacing Space in Downtown Manhattan [IMAGE]Bizsites WebXtr= +as Biotech companies are finding a development space bonanza in central Ma= +ssachusetts. See Biotech Boom West of Boston Looking for a competitive e= +dge? Consider the inner city-no longer viewed as a dark, dismal location. S= +ee Inner City Revival [IMAGE]Bizsites Updates The Senate approves new = +safety standards for Mexican trucks crossing the U.S. border. See Senate O= +Ks Tougher Rules for Mexican Trucks A glut of telecom space remains afte= +r demand dies. See Telecom Space Stands Empty [IMAGE]Bizsites Spotlight = + Take a look at the economic benefits of synthetic-lease transactions. See= + Saving Costs with Synthetic Leases Brownfields are no longer ""pariahs o= +f the real estate market."" See Blue Skies for Brownfields Improved transp= +ortation and communications infrastructure is benefiting warehouse operati= +ons in Mexico. See Warehouse Expansion in Mexico If you'd like to un= +subscribe or change your e-mail delivery format, click here , enter your e= +-mail address and select ""HTML or Text"". Copyright 2001 Cahners Business = +Information . All rights reserved. =09 +" +"arnold-j/deleted_items/272.","Message-ID: <15449964.1075852697662.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 05:13:27 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily chars and matrices as hot links 10/16 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude28.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas28.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil28.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded28.pdf + +Nov WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clx-qox.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG28.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG28.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL28.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/273.","Message-ID: <23358656.1075852697685.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 05:05:16 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-16-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-16-01 Nat Gas.doc " +"arnold-j/deleted_items/274.","Message-ID: <2084002.1075852697709.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 18:51:42 -0700 (PDT) +From: buy.com@enews.buy.com +To: jarnold@enron.com +Subject: Win A 2002 Porsche Boxster!!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""buy.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE] =09 + [IMAGE] [IMAGE] [IMAGE] Dear John, No, you're not dreaming. buy.com= + really has the ""Lowest Prices on Earth!"" We've reduced prices dramatically= + in all of our departments. For the best deals on computers, software, elec= +tronics and much more, go directly to buy.com! As always, we thank you f= +or choosing buy.com. Sincerely, Robert R. Price President, buy.com [= +IMAGE] [IMAGE] [IMAGE] Linksys 11Mbps Wireless PC Card $79.95 [IMAGE]= +more info SAVE 58%! [IMAGE] Palm M125 Handheld Organizer $244.95 [IMAGE]= +more info FREE SHIPPING! [IMAGE] LG Electronics 19"" Monitor $199.95 [IMA= +GE]more info [IMAGE] Nikon CoolPix 995 $738.00 [IMAGE]more info $100 m= +ail-in rebate [IMAGE] Microsoft Windows XP Pro Upgrade $199.00 [IMAGE]m= +ore info PRE-ORDER TODAY! [IMAGE] Symantec Norton Ghost 2002 $52.95 [IMA= +GE]more info $20 REBATE OFFER! [IMAGE] Sampo DVD/MP3 Player with CF Card = +Reader $229.99 [IMAGE]more info $50 REBATE OFFER! [IMAGE] JBL Cinema Pro= +Pack 600 8-Piece Home Cinema System $999.95 [IMAGE]more info FREE SHIPPIN= +G! [IMAGE] In addition to computer and software products, buy.com al= +so offers top-of-the-line electronics , best-selling books , videos , music= + and much more. [IMAGE] - I would like to unsubscribe to this eMail - I w= +ould like to visit buy.com now - I would like to view my account - I woul= +d like to contact customer support All prices and product availability= + subject to change without notice. Unless noted, prices do not include ship= +ping and applicable sales taxes. Product quantities limited. Savings per= +centage refers to manufacturer's suggested retail price, which may be diff= +erent than actual selling prices in your area. Please visit us at buy.com = +or the links above for more information including latest pricing, availabil= +ity, and restrictions on each offer. ""buy.com"" and ""Lowest Prices on Earth""= + are trademarks of BUY.COM Inc. ? BUY.COM Inc. 2001. All rights reserved. = + =09 + + [IMAGE]" +"arnold-j/deleted_items/275.","Message-ID: <28560083.1075852697755.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 17:19:16 -0700 (PDT) +From: info@winebid.com +To: october2001@lists.winebid.com +Subject: Reds Wines for Fall from winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: October2001 +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Winebid.com's current auction is underway and there are still hot buys on +wines that so far have no bids. Our current auction includes a special +auction of California Cabernet Sauvignon. The auction begins closing Sunday, +Oct. 21, at 9 p.m. US Eastern Time. + +Take a look: + +Opus One 1990, $110, 93 points from Robert M. Parker Jr.: +http://www.winebid.com/os/itemhtml/ht709515.shtml?709515 + +Phelps Insignia 1996, magnum, $180, 93 points from Wine Spectator: +http://www.winebid.com/os/itemhtml/ht709564.shtml?709564 + +Silver Oak Napa Valley 1995, magnum, $180, 95 points from Parker: +http://www.winebid.com/os/itemhtml/ht709672.shtml?709672 + +Penfolds Grange (Hermitage) 1989, $150, 96 points from Wine Spectator: +http://www.winebid.com/os/itemhtml/ht712482.shtml?712482 + +Stag's Leap Wine Cellars Fay Vineyard 1997, $95, 93 points from Wine +Spectator: http://www.winebid.com/os/itemhtml/ht709690.shtml?709690 + +Araujo Estate Eisele Vineyard 1994, $220, 96 points from Wine Spectator: +http://www.winebid.com/os/itemhtml/ht709167.shtml?709167 + +If you click on a link in this email and it doesn't open properly in your +browser, try copying and pasting the link directly into your browser's +address or location field. + +Forget your password?: +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml +" +"arnold-j/deleted_items/276.","Message-ID: <13180413.1075852697783.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 18:07:23 -0700 (PDT) +From: continental_airlines_inc@coair.rsc01.com +To: jarnold@ect.enron.com +Subject: OnePass Member continental.com Specials for john arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Continental Airlines, Inc."" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +continental.com Specials for john arnold +Tuesday, October 16, 2001 +**************************************** + +LATIN AMERICA & EUROPE FARE SALE + +Let Continental take you to exciting destinations in Latin America and Europe for some of our lowest fares of the season. + +Hurry, you must purchase your tickets at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EU +by October 17, 2001. + + +OUT WITH PAPER - AND IN WITH BONUS MILES + +Earn 1,000 OnePass miles by signing up to receive your OnePass statements online. You'll have one less folder in your filing cabinet and 1,000 more bonus miles in your account. + +Visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EV +and tap into all the advantages of online statements. + + +**************************************** +TABLE OF CONTENTS +1. This Week's Destinations +2. Westin Hotels & Resorts, Sheraton Hotels & Resorts, Four Points by Sheraton, St. Regis, The Luxury Collection and W Hotels +3. Hilton Hotel Offers +4. Alamo Rent A Car Offers +5. National Car Rental Offers + +**************************************** +1. THIS WEEK'S DESTINATIONS + +Depart Saturday, October 20 and return on either Monday, October 22 or Tuesday, October 23, 2001. Please see the Terms and Conditions listed at the end of this e-mail. + +For OnePass members, here are special opportunities to redeem miles for travel to the following destinations. As an additional benefit, OnePass Elite members can travel using the miles below as the only payment necessary. The following are this week's OnePass continental.com Specials. + +To use your OnePass miles (as listed below) to purchase continental.com Specials, you must call 1-800-642-1617. + +THERE WILL NOT BE AN ADDITIONAL $20 CHARGE WHEN REDEEMING ONEPASS MILES FOR CONTINENTAL.COM SPECIALS THROUGH THE TOLL FREE RESERVATIONS NUMBER. + +If you are not using your OnePass miles, purchase continental.com Specials online until 11:59pm (CST) Friday at +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EW +You can also purchase continental.com Specials for an additional cost of $20 per ticket through our telephone service at 1-800-642-1617. + + +**************************************** +TRAVEL MAY ORIGINATE IN EITHER CITY +**************************************** +****Roundtrip BETWEEN CLEVELAND, OH and: + +$29 + 12,500 Miles or $129 - Milwaukee, WI + +****Roundtrip BETWEEN HOUSTON, TX and: + +$29 + 10,000 Miles or $109 - Alexandria, LA +$29 + 12,500 Miles or $129 - El Paso, TX +$29 + 12,500 Miles or $119 - Midland/Odessa, TX +$29 + 15,000 Miles or $149 - New York (LaGuardia only) +$29 + 12,500 Miles or $129 - Pensacola, FL + +****Roundtrip BETWEEN NEW YORK/NEWARK and: + +$29 + 15,000 Miles or $149 - Greenville/Spartanburg, SC +$29 + 12,500 Miles or $129 - Norfolk, VA +$29 + 10,000 Miles or $109 - Providence, RI + + +**************************************** +2. CONTINENTAL.COM SPECIALS LAST-MINUTE WEEKEND RATES FROM WESTIN HOTELS & RESORTS, SHERATON HOTELS & RESORTS, FOUR POINTS BY SHERATON, ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS + +Visit our site for booking these and other Last-Minute Weekend Rates for this weekend October 19 - October 23, 2001. +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EX + +-------------------------------------- +Connecticut - Stamford - The Westin Stamford - $84.00 +Connecticut - Stamford - Sheraton Stamford Hotel - $77.00 + +Massachusetts - Boston - Sheraton Boston Hotel - $159.00 +Massachusetts - Needham - Sheraton Needham Hotel - $113.00 + +New Jersey - East Rutherford - Sheraton Meadowlands Hotel and Conference Center - $99.00 +New Jersey - Elizabeth - Four Points by Sheraton Newark Airport - $77.00 +New Jersey - Iselin - Sheraton at Woodbridge Place Hotel - $71.00 +New Jersey - Parsippany - Sheraton Parsippany Hotel - $70.00 +New Jersey - Piscataway - Four Points by Sheraton Somerset/Piscataway - $65.00 +New Jersey - Weehawken - Sheraton Suites on the Hudson - $109.00 + +New York - New York City - Sheraton Russell Hotel - $179.00 +New York - New York City - Sheraton New York Hotel and Towers - $169.00 +New York - New York City - Essex House - A Westin Hotel - $228.00 + +Ohio - Cuyahoga Falls - Sheraton Suites Akron/Cuyahoga Falls - $99.00 +Ohio - Independence - Four Points by Sheraton Cleveland South - $65.00 + +Rhode Island - Providence - The Westin Providence - $136.00 +Rhode Island - Warwick - Sheraton Providence Airport Hotel - $89.00 + +Texas - Houston - Sheraton Houston Brookhollow Hotel - $45.00 +Texas - Houston - The Westin Galleria Houston - $64.00 +Texas - Houston - The Westin Oaks - $70.00 +Texas - Houston - Sheraton Suites Houston Near The Galleria - $71.00 + +Wisconsin - Brookfield - Sheraton Milwaukee Brookfield Hotel - $49.00 + +For complete details on these offers, please refer to the terms and conditions below. + +**************************************** +3. CONTINENTAL.COM SPECIALS FROM HILTON HOTELS AND RESORTS + +The following rates are available October 20 - October 22, 2001 and are priced per night. +-------------------------------------- +Cleveland, OH - Hilton Cleveland East/Beachwood, Beachwood, OH. - $109 + +Houston, TX - Hilton Houston Westchase and Towers - $149 +Houston, TX - Hilton Houston Hobby Airport - $109 +Houston, TX - Hilton Houston Southwest - $99 +Houston, TX - Doubletree Guest Suites Houston - $179 + +Midland, TX - Hilton Midland and Towers - $79 + +New York, NY & Newark, NJ - Doubletree Club Norwalk, Norwalk, CT. - $119 +New York, NY & Newark, NJ - Hilton Hasbrouck Heights, Hasbrouck Heights, NJ. - $149 +New York, NY & Newark, NJ - The Waldorf Astoria, New York, NY. - $219 +New York, NY & Newark, NJ - The Waldorf Towers(TM), New York, NY. - $339 +New York, NY & Newark, NJ - Hilton New York, New York, NY. - $179 +New York, NY & Newark, NJ - Doubletree Club Suites Jersey City, Jersey City, NJ. - $129 + +To book this week's special rates for Hilton Family Hotels, visit and book at +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EY +Special rates apply only for the dates listed at each hotel and are subject to availability. Check hilton.com for specific dates at each Hilton Family Hotel. Or call at 1-800-774-1500 and ask for Value Rates. Restrictions apply to these rates. + +******************************** +4. CONTINENTAL.COM SPECIALS FROM ALAMO RENT A CAR + +Rates listed below are valid on compact class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, October 20 with returns Monday, October 22 or Tuesday, October 23, 2001. +------------------------------- +$26 a day in: Newark, NJ (EWR) +$18 a day in: Houston, TX (IAH) +$26 a day in: Providence, RI (PVD) +$26 a day in: Cleveland, OH (CLE) +$26 a day in: Pensacola, FL (PNS) +$18 a day in: Milwaukee, WI (MKE) + +To receive special continental.com Specials discounted rates, simply make advance reservations and be sure to request ID # 596871 and Rate Code 33. Book your reservation online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EZ +or contact Alamo at 1-800 GO ALAMO. + +*If you are traveling to a city or a different date that is not listed, Alamo offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EA +For complete details on these offers, please refer to Alamo's terms and conditions below. + + +**************************************** +5. CONTINENTAL.COM SPECIALS FROM NATIONAL CAR RENTAL + +Rates listed below are valid on intermediate class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, October 20 with returns Monday, October 22 or Tuesday, October 23, 2001. +------------------------------------------ +$28 a day in: Alexandria, LA (AEX) +$29 a day in: Newark, NJ (EWR) +$21 a day in: Houston, TX (IAH) +$23 a day in: Midland/Odessa, TX (MAF) +$21 a day in: Norfolk, VA (ORF) +$29 a day in: Cleveland, OH (CLE) +$19 a day in: El Paso, TX (ELP) +$29 a day in: Pensacola, FL (PNS) +$24 a day in: Milwaukee, WI (MKE) +$23 a day in: Greenville/Spartanburg, SC (GSP) +$47 a day in: New York, NY (LGA) + +To receive your continental.com Specials discounted rates, simply make your reservations in advance and be sure to request Product Code COOLUS. To make your reservation, contact National at 1-800-CAR-RENT (1-800-227-7368), or book your reservation online at +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EB +Please enter COOLUS in the Product Rate Code field, and 5037126 in the Contract ID field to ensure you get these rates on these dates. + +* If you are traveling to a city or a different date that is not listed, National offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EC +For complete details on these offers, please refer to National's terms and conditions below. + + +**************************************** +CONTINENTAL.COM SPECIALS RULES: +Fares include a $37.20 fuel surcharge. Passenger Facility Charges, up to $18 depending on routing, are not included. Up to $2.75 per segment federal excise tax, as applicable, is not included. Applicable International and or Canadian taxes and fees up to $108, varying by destination, are not included and may vary slightly depending on currency exchange rate at the time of purchase. For a complete listing of rules please visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EUT + + +ALAMO RENT A CAR'S TERMS AND CONDITIONS: +Taxes (including VLF taxes up to US$1.89 per day in California and GST), other governmentally-authorized or imposed surcharges, license recoupment fees, fuel, additional driver fee, drop charges and optional items (such as CDW Waiver Savers(R) up to US$18.99 a day,) are extra. Renter must meet standard age, driver and credit requirements. Rates higher for drivers under age 25. Concession recoupment fees may add up to 14% to the rental rate at some on-airport locations. Up to 10.75% may be added to the rental rate if you rent at an off-airport location and exit on our shuttle bus. Weekly rates require a 5-day minimum rental or daily rates apply. For weekend rates, the vehicle must be picked up after 9 a.m. on Thursday and returned before midnight on Monday or higher daily rates apply. 24-hour advance reservation required. May not be combined with other discounts. Availability is limited. All vehicles must be returned to the country of origin. Offer not valid in San Jose, CA. + +NATIONAL CAR RENTAL TERMS AND CONDITIONS: +Customer must provide Contract ID# at the time of reservation to be eligible for discounts. Offer valid at participating National locations in the US and Canada. Minimum rental age is 25. This offer is not valid with any other special discount or promotion. Standard rental qualifications apply. Subject to availability and blackout dates. Advance reservations required. Geographic driving restrictions may apply. + +TERMS AND CONDITIONS FOR WESTIN, SHERATON, FOUR POINTS, +ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS: +Offer is subject to availability. Advance Reservations required and is based on single/double occupancy. Offer not applicable to group travel. Additional Service charge and tax may apply. The discount is reflected in the rate quoted. Offer valid at participating hotel only. Offer valid for stays on Fri - Mon with a Friday or Saturday night arrival required. Rate available for this coming weekend only. Offer available only by making reservations via the internet. A limited number of rooms may be available at these rates. + +--------------------------------------- +This e-mail message and its contents are copyrighted and are proprietary products of Continental Airlines, Inc. Any unauthorized use, reproduction, or transfer of the message or its content, in any medium, is strictly prohibited. + +**************************************** +UNFORTUNATELY MAIL SENT TO THIS ADDRESS CANNOT BE ANSWERED. +If you need assistance please visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EUV + + +This e-mail was sent to: jarnold@ect.enron.com +You registered with OnePass Number: AK772745 + +View our privacy policy at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EUU + + +TO UNSUBSCRIBE: +We hope you will find continental.com Specials a valuable source of information. However, if you prefer not to take advantage of this opportunity, please let us know by visiting the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EUX + +TO SUBSCRIBE: +Please visit the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUTAEqHkghsKFLJmDLgkhgDJhtE0EUW + + + + + + +" +"arnold-j/deleted_items/277.","Message-ID: <30399963.1075852697806.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 16:44:29 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/15/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/15/2001 is now available for viewing on the website." +"arnold-j/deleted_items/278.","Message-ID: <32411715.1075852697830.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 15:40:50 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/15/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/15/2001 is now available for viewing on the website." +"arnold-j/deleted_items/279.","Message-ID: <21055937.1075852697871.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 14:44:08 -0700 (PDT) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, scott.neal@enron.com, s..shively@enron.com, + k..allen@enron.com, f..calger@enron.com, david.duran@enron.com, + brian.redmond@enron.com, john.thompson@enron.com, + rob.milnthorp@enron.com, wes.colwell@enron.com, sally.beck@enron.com, + david.oxley@enron.com, joseph.deffner@enron.com, + shanna.funkhouser@enron.com, eric.gonzales@enron.com, + j.kaminski@enron.com, larry.lawyer@enron.com, + chris.mahoney@enron.com, thomas.myers@enron.com, l..nowlan@enron.com, + beth.perlman@enron.com, a..price@enron.com, daniel.reck@enron.com, + cindy.skinner@enron.com, scott.tholan@enron.com, + gary.taylor@enron.com, heather.purcell@enron.com, + jeff.andrews@enron.com, lucy.ortiz@enron.com, + josey'.'scott@enron.com, kevin.mcgowan@enron.com, + cathy.phillips@enron.com, georganne.hodges@enron.com, + deb.korkmas@enron.com, kay.young@enron.com, laurie.mayer@enron.com, + stanley.cocke@enron.com, larry.gagliardi@enron.com, + jean.mrha@enron.com, a..gomez@enron.com, s..friedman@enron.com, + kathie.grabstald@enron.com, d..baughman@enron.com, + tricoli'.'carl@enron.com, ward'.'charles@enron.com, + crook'.'jody@enron.com, arnell'.'doug@enron.com, + alan.aronowitz@enron.com, neil.davies@enron.com, + ellen.fowler@enron.com, gary.hickerson@enron.com, + david.leboe@enron.com, randal.maffett@enron.com, + george.mcclellan@enron.com, stuart.staley@enron.com, + mark.tawney@enron.com, m..presto@enron.com, karin.williams@enron.com +Subject: We Need News! +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Neal, Scott , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E , Weatherford, April +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +LAST CALL for BUSINESS HIGHLIGHTS AND NEWS for this week's EnTouch +Newsletter. + +Please submit your news by noon Wednesday. + + +Thanks! +Kathie Grabstald +x 3-9610 +" +"arnold-j/deleted_items/280.","Message-ID: <22104218.1075852697897.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 15:05:17 -0700 (PDT) +From: no.address@enron.com +Subject: Questionable Mail/Suspicious Packages +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: John Brindle- SR Director Security@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The potential use of biological agents such as Anthrax in a terrorist attack continues to raise concerns worldwide. Here at Enron, the mail center and Business Controls/Corporate Security have already implemented safeguards so that all mail entering the Enron buildings will be screened in accordance with procedures for identifying suspicious packages. We are also in touch with the U.S. Postal Service and the Centers for Disease Control to ensure we have the most complete and up-to-date guidance for handling any possible Anthrax exposures. + +However, should you receive an envelope or package that you do not feel comfortable opening, please contact Corporate Security at extension 3-6200 and we will screen it again. + +To provide Enron employees with a better understanding of Anthrax and the potential danger it poses, we have posted a bulletin on the Corporate Security intranet site http://home.enron.com:84/security/002_bull_001.html that includes links to the CDC and USPS resources." +"arnold-j/deleted_items/281.","Message-ID: <24488294.1075852697939.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 14:55:18 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +USA: UPDATE 1-Energy casts some light in gloomy profit season. +Reuters English News Service, 10/16/01 +USA: Energy permits some light in gloomy profit season. +Reuters English News Service, 10/16/01 +USA: INTERVIEW-Enron says may partner or sell broadband business. +Reuters English News Service, 10/16/01 +USA: UPDATE 6-Enron posts loss after taking $1 bln in charges. +Reuters English News Service, 10/16/01 +Enron Has Third-Quarter Loss After Expansion Fails (Update9) +Bloomberg, 10/16/01 + + +USA: UPDATE 1-Energy casts some light in gloomy profit season. +By Per Jebsen + +10/16/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 16 (Reuters) - Energy and mining companies have provided a few glimmers of light but otherwise third-quarter results on Monday and Tuesday are helping to fulfill expectations for the worst quarter in 10 years. +Technology bellwethers Intel Corp. and International Business Machines Corp. , which reported sharply lower profits, did little to buck the downward trend. +FirstEnergy Corp. , an owner of electric utilities in northern Ohio and western Pennsylvania, on Tuesday reported a better-than-expected 18 percent increase in earnings, citing increased electricity sales and lower costs. Mining company Freeport-McMoRan Copper & Gold Inc. reported a third-quarter profit that reversed a year-earlier loss, due to higher gold production. +Yet such good news is proving more the exception than the rule. Top chipmaker Intel said on Tuesday after the close of exchanges that profits tumbled 77 percent as it suffered from slowing global economies and weak personal computer sales. PC maker IBM announced its first quarterly earnings decline since the end of 1999 as weak sales continued to weigh on profits. +Energy giant Enron Corp. posted a quarterly loss after taking $1.01 billion in charges. Companies from a range of industries reported profit shortfalls, including Caterpillar Inc. , the world's largest maker of construction equipment, and Unisys Corp. , a computer company. +""The earnings season is one that the market has digested and in some cases predigested as being just ugly, and therefore horrible or ugly results are not met with surprise at this point,"" said Michael Holland, who runs the $65 million Holland Balanced Fund. +FOCUS NOT ON EARNINGS +""The focus (for investors) has been and continues to be outside of earnings, that is, the war on terrorism specifically,"" he said. +Dynegy Inc. , a natural gas and power marketer and trader, on Monday said third-quarter earnings rose 62 percent as its backbone wholesale energy business nearly doubled its returns. While Enron posted a loss, it reported that its profit excluding charges rose 35 percent due to strong performance in its core energy business. +""Energy companies manage to earn pretty good money even when prices are down,"" said Jon Burnham, portfolio manager for the $170 million Burnham Fund. ""These are good, well-financed companies."" +Caterpillar helped to lead a litany of earnings woes. The Peoria, Illinois-based company on Tuesday said its third-quarter earnings fell 5 percent because of higher expenses and less efficient manufacturing. +The company also said it expects fourth-quarter revenues to be down slightly from the year-ago quarter, with full-year profit down 10 percent to 15 percent. It blamed economic uncertainty in the wake of last month's attacks for the expected shortfall, but added that 2002 sales will be at least flat to up slightly from 2001 levels. +Unisys on Monday reported its third-quarter profits plunged by 50 percent due to weakening demand for high-end server computers and systems integration work. It said it would cut 3,000 jobs and slashed its fourth-quarter outlook. +TAKING GRIM TIDINGS IN STRIDE +Other companies that have reported profit drops include Novellus Systems Inc. , a maker of semiconductor production equipment, and Charles Schwab Corp. , the top U.S. discount brokerage. Schwab said Tuesday that quarterly earnings fell 51 percent as customers avoided stocks all summer, although a surge in September trading pointed to better times ahead. +Money managers are taking the grim profit tidings in stride. +""Most of these earnings situations are in these stocks,"" said Burnham. ""Barring unforeseens in the national and international situation, the market should work its way higher over the next 6 to 9 months."" +""Whatever earnings are in this quarter isn't going to matter too much, except in cases where they're considerably better than expected or worse,"" he said. +This week is the busiest for earnings with 15 Dow Jones industrial average and 180 Standard & Poor's 500 Index companies scheduled to report. +Profits for the companies in the index are expected to shrink by 22.8 percent, according to market research firm First Call/Thomson Financial, making it the worst quarter since the second quarter of 1991. That's down from an expected 6.2 percent decline at the beginning of the quarter, and a 14.7 percent drop expected on Sept. 10, said First Call analyst Joe Cooper. +Some 85 S&P 500 companies so far have reported quarterly results. Of these, 50 companies have beaten the most recent, often lowered Wall Street expectations while 26 have matched and nine have missed forecasts. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: Energy permits some light in gloomy profit season. +By Per Jebsen + +10/16/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 16 (Reuters) - Energy and mining companies provided a few glimmers of light but otherwise third-quarter results on Monday and Tuesday are helping to fulfill expectations for the worst quarter in 10 years. +FirstEnergy Corp., an owner of electric utilities in northern Ohio and western Pennsylvania, on Tuesday reported a better-than-expected 18 percent increase in earnings, citing increased electricity sales and lower costs. Mining company Freeport-McMoRan Copper & Gold Inc. reported a third-quarter profit that reversed a year-earlier loss, due to higher gold production. +Yet such good news is proving more the exception than the rule. Energy giant Enron Corp..ENE) posted a quarterly loss after taking $1.01 billion in charges. Companies from a range of industries reported profit shortfalls, including Caterpillar Inc., the world's largest maker of construction equipment, and Unisys Corp., a computer company. +""The earnings season is one that the market has digested and in some cases predigested as being just ugly, and therefore horrible or ugly results are not met with surprise at this point,"" said Michael Holland, who runs the $65 million Holland Balanced Fund. +""The focus (for investors) has been and continues to be outside of earnings, that is, the war on terrorism specifically,"" he said. +Investors are likely to pay attention to the earnings reports from tech bellwethers International Business Machines Corp., a computer maker, and chipmaker Intel Corp.. These are scheduled to be released on Tuesday after the close of trading. +Dynegy Inc., a natural gas and power marketer and trader, on Monday said third-quarter earnings rose 62 percent as its backbone wholesale energy business nearly doubled its returns. While Enron posted a loss, it reported that its profit excluding charges rose 35 percent due to strong performance in its core energy business. +""Energy companies manage to earn pretty good money even when prices are down,"" said Jon Burnham, portfolio manager for the $170 million Burnham Fund. ""These are good, well-financed companies."" +Caterpillar helped to lead a litany of earnings woes. The Peoria, Illinois-based company on Tuesday said its third-quarter earnings fell 5 percent because of higher expenses and less efficient manufacturing. +The company also said it expects fourth-quarter revenues to be down slightly from the year-ago quarter, with full-year profit down 10 percent to 15 percent. It blamed economic uncertainty in the wake of last month's attacks for the expected shortfall, but added that 2002 sales will be at least flat to up slightly from 2001 levels. +Unisys on Monday reported its third-quarter profits plunged by 50 percent due to weakening demand for high-end server computers and systems integration work. It said it would cut 3,000 jobs and slashed its fourth-quarter outlook. +Other companies that have reported profit drops include Novellus Systems Inc., a maker of semiconductor production equipment, and Charles Schwab Corp., the top U.S. discount brokerage. Schwab said Tuesday that quarterly earnings fell 51 percent as customers avoided stocks all summer, although a surge in September trading pointed to better times ahead. +Money managers are taking the grim profit tidings in stride. +""Most of these earnings situations are in these stocks,"" said Burnham. ""Barring unforeseens in the national and international situation, the market should work its way higher over the next 6 to 9 months."" +""Whatever earnings are in this quarter isn't going to matter too much, except in cases where they're considerably better than expected or worse,"" he said. +This week is the busiest for earnings with 15 Dow Jones industrial average and 180 Standard & Poor's 500 Index .SPX) companies scheduled to report. +Profits for the companies in the index are expected to shrink by 22.8 percent, according to market research firm First Call/Thomson Financial, making it the worst quarter since the second quarter of 1991. That's down from an expected 6.2 percent decline at the beginning of the quarter, and a 14.7 percent drop expected on Sept. 10, said First Call analyst Joe Cooper. +Some 85 S&P 500 companies so far have reported quarterly results. Of these, 50 companies have beaten the most recent, often lowered Wall Street expectations while 26 have matched and nine have missed forecasts. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: INTERVIEW-Enron says may partner or sell broadband business. + +10/16/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +HOUSTON, Oct 16 (Reuters) - Energy giant Enron Corp. said on Tuesday it is reviewing strategic options for its loss-making broadband telecommunications business, which could involve selling the business or finding a partner. +""In addition to us looking at our business on a standalone business, we clearly have entertained some discussions on other possibilities,"" Chief Executive Officer Ken Lay told Reuters in a telephone interview. +Earlier on Tuesday, Enron reported that one-time charges of $1.01 billion for broadband and other businesses outside its core energy operations pushed the company to a third-quarter net loss of $638 million, its first quarterly loss in more than four years. +Future options for the broadband business include ""sale, partnership, all kinds of possibilities"" he said. +""We still think over time that it will be a valuable business,"" Lay said, but for now the broadband market is in a ""total meltdown"", he added. +Enron's broadband unit, which owns an 18,000 mile network, posted a loss of $80 million for the third quarter, but Lay said losses should be smaller in subsequent quarters. +Enron launched its broadband business last year, predicting that network capacity would one day be traded like natural gas or electricity, but it has recently admitted that it overestimated the market's early potential and has scaled down its operations. +Enron's stock rose by 87 percent last year, driven by enthusiasm for the broadband plans and the success of the EnronOnline Internet energy and commodity trading platform. +But the stock has fallen some 59 percent so far this year as sentiment toward the broadband project soured, CEO Jeff Skilling resigned after only six months in the job and wrangling continued over Enron's stalled Dabhol power plan project in India. +Enron shares on Tuesday closed up 67 cents, or 2.02 percent, at $33.84. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: UPDATE 6-Enron posts loss after taking $1 bln in charges. +By C. Bryson Hull + +10/16/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +WASHINGTON, Oct 16 (Reuters) - Enron Corp. on Tuesday reported its first loss in more than four years after taking $1.01 billion in charges on ill-fated investments, including water and telecommunications services, which it said have clouded the strength of its core energy businesses. +Enron, North America's biggest marketer and trader of natural gas and power, said the charges were an attempt to put its house in order after a tumultuous year in which a new chief executive suddenly resigned and the company's stock lost two-thirds of its value as once enthusiastic investors lost faith in the company. +""What we've tried to do here is clean up anything that we thought needed cleaning up to get these distractions out of the way,"" Chief Executive Officer Ken Lay said in a conference call. +Lay reassumed the CEO mantle at Enron after his successor, Jeff Skilling, resigned in August after only six months at the helm. +Houston-based Enron reported a third-quarter net loss of $638 million, or 84 cents a share, compared with net income of $271 million, or 34 cents a share, in the same period of 2000. It was Enron's first loss since the second quarter of 1997. +The charges covered the company's loss-making broadband telecommunications business, its troubled water affiliate Azurix, and New Power Co., Enron's retail electricity joint-venture with AOL/Time Warner and IBM. +Commerzbank Securities analyst Andre Meade said it would probably take Enron a few more quarters to rebuild confidence in the company which was a Wall Street favorite just 12 months ago. +""They do a couple of things very well and if they stick to their knitting, they're a solid company, but they have stumbled when they strayed further afield,"" said Meade. +Enron's stock closed 67 cents higher at $33.84 on Tuesday, but for the year it is down about 59 percent, underperforming the Standard & Poor's utilities index .SPU), which has fallen some 23 percent over the same period. +ILL-FATED BUSINESSES +Originally a natural gas pipeline operator, Enron seized on opportunities created by the deregulation of U.S. energy markets to become the nation's dominant wholesale marketer and trader of natural gas and electricity. +The company moved into the water services business in 1998 by acquiring Britain's Wessex Water and forming Azurix, a unit which Enron took public in 1999 but had to buy back this year after it failed to meet performance targets and its stock price tumbled. +Enron helped set up New Power Co. and take it public last year but its stock has since fallen from about $28 per share to less than $2 as companies have found it hard to make a profit in deregulated U.S. residential electricity markets. +Enron also launched a broadband telecommunications business last year, predicting that network capacity would one day be traded like natural gas or electricity, but it has recently admitted that it overestimated the market's early potential. +Enron's stock soared past sector peers last year when it posted a gain of 87 percent, driven by enthusiasm for the broadband plans and the success of its EnronOnline Internet energy and commodity trading platform. +But the stock has fallen sharply this year as broadband sentiment soured, Skilling resigned and wrangling continued over Enron's stalled Dabhol power plan project in India. +Enron's third-quarter earnings before one-time charges rose to $393 million, or 43 cents a share, from $292 million, or 34 cents a share, meeting analysts' expectations of 42 to 45 cents a share, according to Thomson Financial/First Call. +The company reaffirmed its previously stated earnings targets of 45 cents a share for the fourth quarter, $1.80 for all of 2001 and $2.15 for all of 2002. +DEBT ON CREDIT REVIEW +Rating agency Moody's Investors Service on Tuesday said it had placed all of Enron's long-term debt obligations on review for a possible downgrade. The writedowns would reduce Enron's equity base, increase its nominal financial leverage and materially impact its earnings, Moody's said. +Enron's third-quarter earnings report showed that income at its wholesale marketing and trading division, the company's backbone moneymaker, grew 28 percent. +The division, which deals primarily in electricity and natural gas, saw pretax income rise to $754 million from $589 million in the third quarter of 2000. +All of the income growth in the segment came from Enron's gas and power trading and marketing operations in the Americas, where income grew to $701 million from $536 million last year. +The European segment, which includes gas and power operations there and other commodity sales like metals, coal and crude oil, remained flat at $53 million amid lower volatility. +The latest earnings report marked the first time that Enron has provided a financial breakdown of the European and Americas wholesale operations. +In doing so, Lay delivered on a promise he made after Skilling's departure: that he would make Enron's financial reporting more transparent. Many analysts and investors had grumbled about a lack of clarity from Enron. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron Has Third-Quarter Loss After Expansion Fails (Update9) +2001-10-16 16:29 (New York) + +Enron Has Third-Quarter Loss After Expansion Fails (Update9) + + (Adds in sixth paragraph that losses are equal to 70 percent +of Enron's profits over the last four quarters. Closes shares.) + + Houston, Oct. 16 (Bloomberg) -- Enron Corp., the largest +energy trader, had a $618 million loss in the third quarter after +expansion into water, telecommunications and retail-energy sales +cost the company $1.01 billion. + + The loss was 84 cents a share after payment of preferred +dividends, Enron said. Net income a year earlier was $292 million, +or 34 cents. Revenue rose 59 percent to $47.6 billion. + + Investors have sent Enron stock down 60 percent this year on +concern about investments outside energy trading and natural-gas +pipelines. Some investors praised Kenneth Lay, Enron's chairman +and chief executive officer, for acknowledging the failure of the +new businesses. Others said they're not confident all the bad news +is out. + + ``What is disconcerting is that they didn't do this sooner,'' +said Donald Coxe, manager of the $352 million Harris Insight +Equity Fund. ``If you kill one cockroach in the kitchen, it +doesn't mean there aren't more.'' + + Investors have questioned Enron's financial reporting in the +past year, especially after Jeffrey Skilling's resignation as CEO +in August. Skilling, who helped Lay transform Enron from a gas- +pipeline company into the top competitor in energy trading, said +he left for personal reasons. Investors said they weren't +confident Enron was detailing all its problems. + + Failed Businesses + + The $1.01 billion in losses, which total $1.11 a share, are +equal to 70 percent of Enron's $1.45 billion in profits over the +past four quarters. + + Included were $544 million for losses on investments in New +Power Co., a venture formed with AOL Time Warner Inc. and +International Business Machines Corp. New Power competes for +energy sales in states that allow consumers to choose power and +gas suppliers as they do long-distance phone companies. + + The $544 million also includes losses from the Enron unit +that trades space, known as bandwidth, on fiber-optic networks, as +well as for the ``early termination of certain structured finance +arrangements'' with an undisclosed ``entity.'' Enron wouldn't be +more specific. + + Enron said restructuring the fiber-optic unit would cost +another $180 million, including severance pay to 500 fired +workers. The business collapsed this year along with the fortunes +of the dot-com companies that were expected to be some off its +biggest customers. + + The declining value of assets owned by Azurix Corp., its +water and sewage treatment business, will cost $287 million, Enron +said. + + Enron might take a first-quarter ``adjustment'' of less than +$200 million because of accounting changes related to goodwill, +Lay said in an interview. ``If we thought there were any other +significant concerns, we would have taken care of them today,'' +Lay said. + + Excluding Losses + + Minus the losses, Enron would have earned $393 million, or 43 +cents a share, up 35 percent from the year-earlier period. That +matched the average estimate of analysts surveyed by Thomson +Financial/First Call. + + Enron has averaged quarterly profit increases of 31 percent +for the past year. Its wholesale services business, which includes +energy trading, had income before interest, minority interests and +taxes of $754 million, up 28 percent from a year earlier. + Shares of Enron rose 67 cents to $33.84. Earlier, the stock +had risen as much as 5.2 percent to $34.90. + + ``There's a sigh of relief that Enron's core businesses, its +energy merchant businesses, are OK,'' said Roger Hamilton, who +helps manage John Hancock's Value funds, which own 600,000 shares. + + Enron said it still expects to earn 45 cents a share in the +fourth quarter, $1.80 for the full year and $2.15 in 2002. + + `Ridiculous Investments' + + At one time, Enron pinned high hopes on the businesses that +contributed to the $1.01 billion in losses. + + Enron spent $2.8 billion in 1998 for the U.K.'s Wessex Water, +from which Azurix emerged. Enron sold shares to the public in +1999, and then bought back the company this year after Azurix +failed in its strategy of buying up water companies and winning +large projects. In August, Enron agreed to sell Azurix's North +American business to American Water Works Inc. for $150 million. + + In February 2000, Lay said trading bandwidth could become the +company's fastest-growing business. In the latest quarter, the +bandwidth unit's loss before interest, minority interests and +taxes widened to $80 million from $20 million a year earlier. + +Revenue plunged to $4 million from $162 million. + + ``You can make the case that Jeff Skilling leaving was for +the best,'' John Hancock's Hamilton said. ``Under him, they built +the best trading operation while also making all these ridiculous +investments.'' + + While admitting its poor choices, Enron also supplied more +information this quarter about how it makes money. The company +gave results of individual commodity-trading desks, including +coal, forest products and steel. + + ``I liked that they broke out the different commodities,'' +Hamilton said. ``I think Lay has gotten the message loud and +clear, and that the effort is there.'' + +" +"arnold-j/deleted_items/282.","Message-ID: <29663150.1075852697964.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 11:59:55 -0700 (PDT) +From: johnny.palmer@enron.com +To: john.arnold@enron.com +Subject: Marc Findsen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Palmer, Johnny +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +I've spoken with Mark and I have received his resume. Before I bring him in I just wanted to confirm that he is to interview with Crude and Products originators as well as one trader. Please advise. + +Thanks, +Johnny +" +"arnold-j/deleted_items/283.","Message-ID: <30375249.1075852697990.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 08:06:20 -0700 (PDT) +From: felicia.solis@enron.com +To: louise.kitchen@enron.com, scott.neal@enron.com, harry.arora@enron.com, + frank.ermis@enron.com, russell.ballato@enron.com, + chuck.ames@enron.com, virawan.yawapongsiri@enron.com, + seung-taek.oh@enron.com, dana.davis@enron.com, m..presto@enron.com, + john.arnold@enron.com, h..lewis@enron.com, bilal.bajwa@enron.com, + biliana.pehlivanova@enron.com, denver.plachy@enron.com, + bryce.schneider@enron.com, joseph.wagner@enron.com, + john.lavorato@enron.com, robert.benson@enron.com, + a..martin@enron.com, mike.grigsby@enron.com, + doug.gilbert-smith@enron.com, elizabeth.shim@enron.com, + punit.rawal@enron.com, darren.espey@enron.com, mog.heu@enron.com, + matt.smith@enron.com +Subject: REMINDER: ENA Trading Track Dinner - TONIGHT! +Cc: karen.buckley@enron.com, adrianne.engler@enron.com, ina.rangel@enron.com, + jae.black@enron.com, alexandra.villarreal@enron.com, + kimberly.hillis@enron.com, kimberly.bates@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: karen.buckley@enron.com, adrianne.engler@enron.com, ina.rangel@enron.com, + jae.black@enron.com, alexandra.villarreal@enron.com, + kimberly.hillis@enron.com, kimberly.bates@enron.com +X-From: Solis, Felicia +X-To: Kitchen, Louise , Neal, Scott , Arora, Harry , Ermis, Frank , Ballato, Russell , Ames, Chuck , Yawapongsiri, Virawan , Oh, Seung-Taek , Davis, Mark Dana , Presto, Kevin M. , Arnold, John , Lewis, Andrew H. , Bajwa, Bilal , Pehlivanova, Biliana , Plachy, Denver , Schneider, Bryce , Wagner, Joseph , Lavorato, John , Benson, Robert , Martin, Thomas A. , Grigsby, Mike , Gilbert-smith, Doug , Shim, Elizabeth , Rawal, Punit , Espey, Darren , Heu, Mog , Smith, Matt +X-cc: Buckley, Karen , Engler, Adrianne , Rangel, Ina , Black, Tamara Jae , Villarreal, Alexandra , Hillis, Kimberly , Bates, Kimberly +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Below are the details to the ENA Trading Track Dinner + +When: Tuesday, October 16, 2001 + +Location: Grappino's Wine Room - above Nino's Restaurant + 2817 West Dallas + 713-522-5120 + +Time: 6:00 p.m. Mix & Mingle with drinks + 6:45 p.m. Dinner + + +Thank You, + +Felicia L. Solis +Human Resources +Enron Wholesale Services +713-853-4776" +"arnold-j/deleted_items/284.","Message-ID: <19689611.1075852698019.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 07:25:35 -0700 (PDT) +From: no.address@enron.com +Subject: Third Quarter Earnings Results +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Office of the Chairman-@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Today, we announced our third quarter earnings results, which were right on target with analysts estimates for recurring earnings per diluted share of $0.43. This marks a 26 percent increase over the third quarter of last year, which is due to the strong performance of our core wholesale and retail energy businesses and our natural gas pipelines. In addition, we also announced that we are on track for our earnings target of $0.45 for the fourth quarter ($1.80 for 2001) and $2.15 for 2002. + +We made a commitment to you that we would provide you with timely information about Enron's business strategy and performance, so this email is intended to provide an explanation about our earnings this quarter. + +Over the past few months, we have met with analysts to discuss Enron's performance. We received considerable feedback from investors and analysts that we needed to expand our financial reporting to include details for more of our business units. In response to that feedback, we have provided results separately for several of our business units. For example, while we have provided volume figures for North America and Europe, this is the first quarter we have provided financials separately for Enron Americas and for Europe and Other Commodities. In addition, information about our global assets had previously been included in our numbers for Wholesale Services. This quarter they are reported separately. Finally, even though our broadband business is now part of Enron Wholesale Services, we are continuing to report that business separately. + +Following are the highlights of our businesses: + +Wholesale Services: Total income before interest, minority interests and taxes (IBIT) increased 28% to $754 million in the third quarter. Total wholesale physical volumes increased 65% to 88.2 trillion British thermal units equivalent per day (Tbtue/d). +Americas: IBIT increased 31% to $701 million. Natural gas volumes increased 6% to 26.7 Tbtu/d, and power volumes increased 77% to 290 million megawatt hours (MWh). +Europe and Other Commodity Markets: IBIT remained unchanged at $53 million as compared to last year. While physical gas and power volumes increased, low volatility in these markets caused profitability to remain flat. + +Retail Services: Enron Energy Services reported IBIT of $71 million, compared to $27 million a year ago. So far this year, EES has completed more than 50 transactions with large customers and more than 95,000 deals with small business customers. + + +Transportation and Distribution: + Natural Gas Pipelines: IBIT increased slightly to $85 million in the third quarter. +Portland General: We reported an IBIT loss of $(17) million this quarter compared to IBIT of $74 million a year ago. This loss is due to power contracts PGE entered into at prices that were significantly higher than actual settled prices during the third quarter. Last week, we announced an agreement to sell PGE to Northwest Natural. This transaction is expected to close next year. +Global Assets: This segment includes Elektro, Dabhol, TGS, Azurix and Enron Wind. Third quarter IBIT remained unchanged at $19 million compared to last year. + +Broadband Services: IBIT losses were $(80) million in the current quarter compared to a $(20) million loss last year. This quarter's results include significantly lower investment-related income and lower operating costs. + +Corporate and other: This segment includes the unallocated expenses associated with general corporate functions. This segment reported an IBIT loss of $(59) million compared to $(106) million a year ago. + +In addition, this quarter we announced one-time charges of $1.01 billion. Over the past few quarters, we have conducted a thorough review of our businesses and have decided to take certain charges to clear away issues that have clouded the performance and earnings potential of our core businesses. These charges include: +? A $287 million write-down of Azurix Corp. +? $183 million associated with the restructuring of Broadband Services. This includes severance costs, a loss on the sale of inventory like servers and routers, and a write-down of the value of our content services contracts due to the bankruptcy of a number of customers. +? $544 million related to losses from certain investments, primarily Enron's interest in The New Power Company, broadband and technology investments and early termination of a structured finance arrangement. + +With our announcements this quarter we accomplished three things: 1) we showed continued strong earnings and earnings growth in our core businesses, 2) we cleared away those things that were clouding this superb performance in our core businesses, and 3) We expanded our reporting of financial results to increase transparency for our investors. To read the full earnings press release, go to www.enron.com/corp/pressroom/releases." +"arnold-j/deleted_items/285.","Message-ID: <9483847.1075852698057.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 05:07:53 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +USA: UPDATE 1-Enron third-quarter earnings rise. +Reuters English News Service, 10/16/01 +Enron Has Loss of 84 Cents a Share in Third Quarter (Update2) +Bloomberg, 10/16/01 + +OUTLOOK Enron Q3 EPS 43 cents vs 34 +AFX News, 10/16/01 + +Reliant Hires Merrill to Find Buyer for Dutch Power Producer +Bloomberg, 10/16/01 + +India: IDBI signals SOS for Rs 3,000-cr equity +Business Line (The Hindu), 10/16/01 +INDIA: Tata Power Q2 net up 74 pct, beats f'cast. +Reuters English News Service, 10/16/01 + + + +USA: UPDATE 1-Enron third-quarter earnings rise. + +10/16/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +HOUSTON, Oct 16 (Reuters) - Energy trading giant Enron Corp. said on Tuesday its third-quarter earnings rose as its core wholesale marketing and trading division delivered strong returns. +The company said earnings rose to $393 million, or 43 cents per share, from $292 million, or 34 cents per share, a year earlier. The company reported a share loss of 84 cents after $1.01 billion of nonrecurring charges. +""After a thorough review of our businesses, we have decided to take these charges to clear away issues that have clouded the performance and earnings potential of our core energybusinesses,"" said Kenneth Lay, Enron chairman and chif executive officer. +Enron's non-recurring charges included $287 million related to the write-down of its troubled water venture, Azurix, as well as $544 million writedown related to various investments including its retail electricity provider New Power Co. and $180 million related to restructuring of its broadband operations. +Analysts polled by Thomson Financial/First Call had expected earnings of 42 cents to 45 cents per share, with a mean estimate of 43 cents. +The results met expectations for a rocky quarter that included the surprise departure of President and Chief Executive Jeff Skilling in August, after just six months at the helm. +Enron shares closed on Monday at $33.17, down $2.64 or 7.3 percent on the New York Stock Exchange. So far this year, the stock has fallen some 60 percent, far worse than the 25 percent loss of the Standard & Poor's utilities index . + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron Has Loss of 84 Cents a Share in Third Quarter (Update2) +2001-10-16 07:45 (New York) + +Enron Has Loss of 84 Cents a Share in Third Quarter (Update2) + + (Adds profit excluding charges in fourth paragraph.) + + Houston, Oct. 16 (Bloomberg) -- Enron Corp., the largest +energy trader, said it had a third-quarter loss after taking +$1.01 billion in charges for restructuring, investment losses, and +the planned sale of a water business. + + The loss was $618 million, or 84 cents a share after +preferred-dividend payments, Houston-based Enron said in a +statement. A year earlier, Enron had net income of $292 million, +or 34 cents. Revenue rose 59 percent to $47.6 billion from +$30 billion. + + The charges totaled $1.11 a share. They included $287 million +for asset impairments by water company Azurix Corp., $180 million +to restructure the company's unit that trades fiber-optic +bandwidth and $544 million for losses on investments including New +Power Co., a retail energy-sales venture. + + Excluding the charges, Enron said it would have earned +$393 million, or 43 cents a share. That matched the average +estimate of analysts surveyed by Thomson Financial/First Call. + + Enron said it still expects to earn 45 cents a share in the +fourth quarter, $1.80 for the full year and $2.15 in 2002. + + (Enron will hold a conference call to discuss third-quarter +earnings at 10 a.m. New York time. Log on at http://www.enron.com +and follow the directions to the ``Investors'' section.) + + + +OUTLOOK Enron Q3 EPS 43 cents vs 34 + +10/16/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +NEW YORK (AFX) - Enron Corp is expected to report later today third-quarter earnings per share of 43 cents, compared with 34 cents a year earlier, according to the First Call/Thomson Financial consensus of 17 brokers. +The integrated energy company is expected to meet near-consensus results driven by its wholesale services division, analysts said. +Montgomery Securities analyst Daniel Tulis is calculating third-quarter EPS of 42 cents, 1 cent below consensus. +Full-year EPS stands at 1.85. +Enron's third quarter was marked by the unexpected departure of chief executive Jeff Skilling, for personal reasons, with Chairman Ken Lay reassuming the key position. +Lay is likely to remain in the position until it is filled within 12-18 months, Tulis said. +The company remains embroiled in arbitration proceedings in India after its 2.9 bln usd Dabhol power plant in India was closed. The plant's sole client, the Maharashtra State Electricity Board (MSEB), failed - and later refused - to pay bills that now total about 45 mln usd. +blms/gc For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Reliant Hires Merrill to Find Buyer for Dutch Power Producer +2001-10-16 05:45 (New York) + +Reliant Hires Merrill to Find Buyer for Dutch Power Producer + + Amsterdam, Oct. 16 (Bloomberg) -- Reliant Energy Inc., the +owner of Houston's utility, said it hired Merrill Lynch & Co. to +find a buyer for its Dutch power-generation business, two years +after acquiring the company from the government for $2.3 billion. + + Reliant has already been approached by possible buyers, said +Clyde Moerlie, a spokesman for Reliant Energy Europe. The unit, +which doesn't have any household customers, earned $9 million in +the second quarter compared with $26 million a year earlier. + + The U.S. company may struggle to get the price it paid for +the Utrecht-based unit, formerly known as UNA, analysts said, on +expectations heightened competition will erode profit further and +as utilities increasingly seek customers as well as power plants. + + In the Dutch generation market, ``there aren't many +opportunities, but prices will fall to much lower levels as +growing competition pushes down tariffs,'' said Steven de Proost, +an analyst at Delta Lloyd Securities in Antwerp. + + Houston-based Reliant paid 2.9 times sales for UNA in 1999, +while Electrabel SA, Belgium's dominant power provider, paid 2.7 +times sales for Epon, the biggest utility in the Netherlands. E.ON +AG of Germany paid 1.6 times sales the same year for the generator +NV Electriciteitsbedrijf Zuid-Holland, or EZH. + + Reliant joins rivals TXU Corp. and Edison International in +reassessing its European business amid disappointing earnings. +Reliant in July tied the second-quarter profit drop in Europe to +increased competition and falling margins in the Dutch market. + + Enron Cuts + + Enron Corp. said last week it will cut 10 percent of its +European workforce, while Edison Mission Energy agreed to sell two +U.K. power plants to American Electric Power Co. on Monday. + + The U.S. utility said last month it was considering a sale of +the Dutch business after it was contacted ``by a number of parties +who have expressed an interest'' in its European assets, and as it +reallocates capital to fulfill ``growth objectives.'' + + Merrill already advised the Dutch state on the original sale +of UNA to Reliant, the only time a U.S. company has taken control +of a continental European utility. This year, Merrill ranks sixth +in advising on transactions involving a European utilities target, +with $6.9 billion worth of mergers and acquisitions. + + Potential buyers for UNA, which provides about 20 percent of +the Netherlands' electricity, are likely to be companies already +present in the Dutch market, such as Nuon NV, Eneco, or Spain's +Endesa SA, analysts said. UNA may also attract generation +companies including Mirant Corp. and International Power Plc. + + Atlanta-based Mirant and International Power predecessor +National Power Plc both bid for UNA when it was first put up for +sale. Central and Northern Europe are ``areas we're interested +in,'' said Aarti Singhal, an International Power spokeswoman. + + ``We're looking at all options,'' said Fransce Verdeuzeldonk, +a spokeswoman for Nuon, in an interview. + + Spanish Interest + + Endesa, Spain's largest power producer, agreed to buy Remu +NV, the No. 4 electric utility in the Netherlands, for 1.5 billion +euros last December. The completion of the transaction has been +held up by the Dutch government, which wants at least 51 percent +of utility company shares to remain in the hands of public +authorities until at least 2004. + + An Endesa spokeswoman declined to comment on whether the +company would be interested in UNA. Endesa said in July its +purchase of an Italian generator was enough to meet its goal of +having 8,000 megawatts of capacity in Europe outside Spain. + + Based in Utrecht in central Netherlands, UNA is one of the +four main power generation companies in Holland, operating six +power plants. It had 1998 sales of about $800 million and is one +of the only generation companies in the market up for grabs. + + Germany's E.ON owns EZH, Belgium's Electrabel controls Epon, +while EPZ, another big power producer, is owned by Essent NV. + + + + +India: IDBI signals SOS for Rs 3,000-cr equity + +10/16/2001 +Business Line (The Hindu) +Fin. Times Info Ltd-Asia Africa Intel Wire. Business Line (The Hindu) Copyright (C) 2001 Kasturi & Sons Ltd. All Rights Res'd + +NEW DELHI, Oct. 15. INDUSTRIAL Development Bank of India (IDBI), the country's largest development financial institution, appears to be heading for some serious trouble. +A revised set of figures placed by the institution to the Ministry of Finance has indicated a cash requirement of Rs 7,000 crore over the next three years, much of which it is finding difficult to tie up. Besides, it has also placed a request for a Rs 3,000-crore equity infusion from the Government. +The revised financial projections were placed before the Finance Ministry last week by an IDBI team headed by the Chairman, Mr P.P. Vora. The meeting was attended by the Advisor, Ministry of Finance, Dr Rakesh Mohan, the Additional Secretary, Capital Markets Division, Mr S.K. +Purakayastha, and the Deputy Governor, Reserve Bank of India (RBI), Mr G.P. Muniappan. +At a meeting on October 5, IDBI had placed its capital infusion requirement at Rs 2,500 crore and immediate fund requirement at about Rs 5,500 crore. +Officials have been particularly concerned over IDBI's admission that it has been struggling to raise resources from the market due to the rating downgrade in August despite its massive requirements. It has also admitted to the Ministry that it may be heading for losses during the current fiscal. According to sources, the institution has admitted that the losses could spill over to the subsequent year unless assistance comes at an appropriate time. +IDBI has said the capital infusion of Rs 3,000 crore is being sought to write off a portion of the institution's huge portfolio of non-performing assets (NPAs), which at the end of fiscal 2000-01 stood at over Rs 9,000 crore in gross terms. +The institution has argued that only a massive NPA write-off would enable it to get back its rating, thereby allowing it to tie up the funds requirement from the market. IDBI's rating was downgraded by Crisil from AAA to AA+ recently. +IDBI, which was directed by the Government to submit a three-year cash flow statement during the October 5 meeting, has said the additional cash requirement for the three years alone stands at Rs 7,000 crore. +Of the cash requirement, the immediate need includes a Rs 2,200-crore repayment arising out of the institution's decision to exercise the call option on its earlier bonds series. The repayment would be due in March 2002. +Moreover, the institution also wants to keep itself ready in the event that Enron, the promoters of Dabhol Power Company, invokes its guarantee of about Rs 1,800 crore. +Sarbajeet K. Sen + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +INDIA: Tata Power Q2 net up 74 pct, beats f'cast. + +10/16/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +BOMBAY, Oct 16 (Reuters) - Tata Power Company, India's largest private utility, on Tuesday reported net profit for the July-September quarter rose 74 percent over a year earlier, far above analysts' expectations. +The company, which is negotiating to buy Enron Corp's stake in a troubled Indian unit, said net profit rose to 2.42 billion rupees ($50.42 million) from 1.39 billion a year earlier on sales that rose 17.54 percent to 10.99 billion rupees. +The performance was boosted by a profit of 660 million rupees from sale of long term investments in the quarter, against 210 million a year earlier. +A Reuters poll of 14 brokerages released last week forecast net profit for the quarter would drop to a median 1.27 billion rupees from a year earlier, on an 8.45 percent rise in sales to 10.11 billion rupees. +Tata Power generates thermal and hydro-electric power, and distributes electricity across the western state of Maharashtra, including its capital Bombay. +Ahead of the results, its shares closed down 0.62 percent at 96.65 rupees while the Bombay benchmark index ended 0.54 percent higher. (US$1=47.99 Indian rupees). + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/286.","Message-ID: <11466178.1075852698093.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 18:23:43 -0700 (PDT) +From: no.address@enron.com +Subject: Organizational Announcement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Office of the Chairman-@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +As we continue to address a number of issues facing Enron, it is critical that the company remain focused on attracting, motivating and retaining a diverse and talented workforce. We strongly believe that our workforce is world-class -- the best in any industry, so we will continue to develop and reward this tremendous talent base. + +Because the lasting strength of our company is determined by the strength of our workforce, we are elevating the role employee-focused functions play within Enron. We are pleased to announce that effective immediately Human Resources, Employee Responsibility, and Executive and Corporate Compensation will report directly to the Office of the Chairman. + +David Oxley, Vice President, will continue to oversee Enron's Global HR function. The lead HR representatives for the individual business units will report to David in addition to their respective Office of the Chairman. Besides managing Recruiting, Staffing, Training, Compensation and the Performance Evaluation Process, David will also add Payroll and Labor Relations to his list of responsibilities. + +Cindy Olson, Executive Vice President, will have responsibility for Employee Relations and Corporate Responsibility, which includes Social Responsibility, Community Relations, Diversity, Employee Relations, Redeployment, Alumni Relations, Employee Events and Programs, Benefits, Wellness, and Worklife. + +Mary Joyce, Vice President, will continue to have responsibility for Executive and Corporate Compensation in addition to Global Employee Information Management and Reporting and Analysis. + +David, Cindy and Mary will each report to the Office of the Chairman. A detailed organizational chart is attached. Please join me in congratulating David, Cindy and Mary on their new responsibilities. + +http://home.enron.com:84/messaging/hrorgchart18.ppt" +"arnold-j/deleted_items/287.","Message-ID: <8965465.1075852698116.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 12:25:27 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +current 185 + +200 over 37 dallas/wash" +"arnold-j/deleted_items/288.","Message-ID: <23185088.1075852698138.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 10:15:24 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +plus 50 for the minni bet 185 + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 15, 2001 11:16 AM +To: Lavorato, John +Subject: RE: + + +5-3-2 ++255 - 120 = 135 your way + +-----Original Message----- +From: Lavorato, John +Sent: Saturday, October 13, 2001 9:25 AM +To: Arnold, John +Subject: + + +i owe you 120 - wow + +all 150 + +balt -1 +tb +3 +chic/ariz over 39.5 +car +5 +giants +11 +sd +3 +sf -3 +miami -3 +seattle +6.5 +oak +3.5 + " +"arnold-j/deleted_items/289.","Message-ID: <4166673.1075852698163.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 15:53:32 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/16/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/16/2001 is now available for viewing on the website." +"arnold-j/deleted_items/290.","Message-ID: <1184589.1075852698190.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 18:05:00 -0700 (PDT) +From: bear@specsonline.com +To: jarnold@ect.enron.com +Subject: SPEC's EVENTS and OCTOBER 2001 12-UNDER-$12 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Bear Dalton (Spec's)"" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Click Here for Last Mailing: http://204.128.208.250/docs/mailings/20011016.txt + + +SPEC's EVENTS +THE GREAT UNKNOWN: Wine From Off the Well-Worn Path + Whether you're a wine adventurer or you're just tired of drinking the +same old thing, this is the class for you. On THURSDAY, OCTOBER 18TH at +7:00pm, SPEC's and the Wine School at l'Alliance Francaise will offer a +class and tasting entitled THE GREAT UNKNOWN: Wine from Off the Well-Worn +Path. This class will look at and taste twelve very-good-to-great wines +from lesser-known wine growing areas in France, Spain, and Portugal. The +class will focus on how the wines are made, the grapes used to make them, +and the land they come from as well as how they match-up with food. Twelve +wines representing a range of styles including both red and white wines +will be tasted. THE GREAT UNKNOWN: Wine from Off the Well-Worn Path will +cost $46.00 ""cash"" per person ($48.42 regular) with a $10.00 discount +available for 1000 SPEC's Key points. For directions, reservations, +or more information on this class, please call SPEC's at 713-526-8787. +This class will be held at l'Alliance Francaise. L?Alliance Fran?aise, +the French cultural organization in Houston, is located at 427 Lovett +Boulevard (on the southeast corner of Lovett and Whitney, one block +south of Westheimer).PLEASE SEE WINE SCHOOL CANCELLATION POLICY AT BOTTOM. + +A SECOND LOOK AT 1999 ZINFANDEL + On Thursday, October 25th at 7:00pm, please join the Wine School +at l'Alliance Francaise and SPEC's wine manager Bear Dalton for +A SECOND LOOK AT 1999 ZINFANDEL. This is the second in a series where +we'll look at a dozen of the best 1999 Zins released to date. We'll +talk about how and when Zinfandel got to the US and the changes in +winemaking that have brought us to the styles we drink today, the +emergence of terroir as a factor in Zinfandel, and where Zin is headed +in the future. We'll taste 13 wines. The anticipated lineup includes +Karly Warrior Fires Zinfandel 1999, Fife Red Head 1999, Elyse Rutherford +1999, Deloach Estate Bottled 1999, Ridge Lytton Station 1999, Ridge +Pagani 1999, Ridge Paso Robles 1999, Ridge Lytton Springs 1999, Ridge +Geyseville 1999, Turley Dogtown 1999, Turley Pringle 1999, Turley +Moore-Earthquake 1999, Turley Hayne 1999. The wines should prove to +be excellent. A SECOND LOOK AT 1998 ZINFANDEL will cost $65.00 per +person (cash) with a $10.00 discount available for 1,000 SPEC's KEY +Points. For directions, reservations, or more information on this +class, please call SPEC's at 713-526-8787. This class will be held +at l'Alliance Francaise, 427 Lovett Boulevard (on the southeast +corner of Lovett and Whitney, one block south of Westheimer). +PLEASE SEE WINE SCHOOL CANCELLATION POLICY AT BOTTOM. + +CHATEAU HAUT BRION Tasting & Dinner at Four Seasons Hotel + On Tuesday, October 30th at 7pm, please Join SPEC's Wine Manager +Bear Dalton, Stacole proprietor Chris Lano, and Ch. Haut Brion's +father-and-son management team Jean and Jean Phillipe Delmas for a +tasting and dinner featuring the wines of Ch. Haut Brion, Ch. La Mission +Haut Brion, and Ch. Latour Haut Brion (all adjacent properties owned +by the Dillon family). The tasting will feature three white wines and +nine red wines. Another three white wines and five red wines will be +served with dinner. The white tasting lineup is Plantiers du Haut Brion +1998 (the white second wine of both Laville Haut Brion and Ch. Haut Brion +Blanc), Laville Haut Brion 1997 (the white wine of Ch. La Mission Haut +Brion), and Ch. Haut Brion Blanc 1997. The red line-up is Bahans Haut +Brion 1997 (the 2nd wine of Ch. Haut Brion), Ch. La Mission Haut Brion +1997, Ch. Haut Brion 1997, Bahans Haut Brion 1998, Ch. Latour Haut Brion +1998, Ch. La Mission Haut Brion 1998, Ch. Haut Brion 1998, Ch. Haut Brion +1996, and Ch. Haut Brion 1989. Four Seasons Chef Tim Keating is still +working on the dinner menu but the first course will be served with +Laville Haut Brion 1998 and Ch. Haut Brion Blanc 1998 followed by another +course to be served with Ch. Haut Brion Blanc 1990. The next course +will be served with La Chapelle de la Mission Haut Brion 1998 and Ch. +La Mission Haut Brion 1996. The entree will be served with Ch. Haut Brion +1995 and Ch. Haut Brion 1990. A cheese course will be served with the +final wine, the classic Ch. Haut Brion 1982. As soon as the menu is +available, it will be posted to Spec's web sight at www.specsonline.com. +The CHATEAU HAUT BRION Tasting & Dinner will cost $460.00 per person +(Cash). Please note that the high price is due entirely to the cost +of the extraordinairy wines we are serving. For reservations or more +information on this one-of-a-kind event, please call SPEC's at +713-526-8787. PLEASE SEE WINE SCHOOL CANCELLATION POLICY AT BOTTOM. + +OUISIE'S TABLE MORGAN VINEYARDS OCTOBER WINE PAIRING DINNER +Ouisie's Table at 3939 San Felipe Road is hosting their last wine +pairing dinner of the year on Wednesday, October 31, 2001 (Halloween). +The evening will begin at 6:45p.m with a cocktail reception. The +guests will enjoy a multi-course meal along with wines from the +Morgan Winery produced out of the Santa Lucia Highlands appellation +and Monterey County in California. Dan and Donna Lee founded Morgan +Winery in 1982, with a goal of creating the finest wines possible +by obtaining the highest quality fruit. The Lee's farm the only +organic vineyard in the Santa Lucia Highlands. The tariff for the +dinner is $85.00 per person plus tax and gratuity. For reservations +please call Ouisie's 713-528-2264 Tuesday through Saturday. Any +questions regarding the menu or wines may be directed to a Ouisie's +manager. + +OTHER UPCOMING EVENTS (Details to be Announced) +11/07/01 (Wednesday, 7pm) - Oysters and Fevre Chablis Dinner +11/14/01 (Wednesday, 7pm) - BV Georges de Latour Cabernet + Sauvignon Reserve 1998 Release Party +WINE SCHOOL CANCELLATION POLICY +If for any reason you need to cancel a reservation for a class, +dinner, or other event, please let us know at 713-526-8787 as soon +as possible. Reservations canceled before 4pm on the last business +day before the event (usually 27 hours) will not be charged. +Cancellations received after 4pm on the business day before the +event will be charged unless those seats can be resold. All +no-shows will be charged. + +OCTOBER 2001 TWELVE-UNDER-$12 +STERLING Sauvignon Blanc, North Coast (California), 2000 +12x750ML $10.21 $112.42 Here's a well-balanced, medium-weight +Sauvignon Blanc offering classic grass, pear, melon, and lemon-drop +aromas and flavor and a nice bit of malo-lactic richness (but has +ample fruit and acidity to keep it fresh and lively). Long in the +mouth with good Sauvignon fruit to the end. Clean and refreshing - +quite tasty. Fine. SPEC's Score: 88 points. + +LOUIS LATOUR Pinot Noir, Bourgogne Rouge, 1999 +12x750ML $7.87 $86.58 Here's a super, bargain-priced Burgundy +featuring lots of juicy dark-cherry fruit with hints of cola and +chocolate and good earth notes. Long and focused, it really lasts +in the mouth. It has enough tannin to offer some weight and +chewiness but not so much that it overwhelms the wine. Serve +cool (55-60?). Fine. SPEC's Score: 88 points. + +TOAD HOLLOW Chardonnay, California, 2000 +12x750ML $10.99 $121.08 A blend of 50% Sonoma County Chardonnay +and 50% Mendocino County Chardonnay all grown in cooler areas and +fermented in stainless steel tanks with full malolactic +fermentations, the result is a lovely, balanced, pure, juicy, +ripe Chardonnay offering lots of fruit in the banana and pear range +with good richness and no ""splinters"" (of oak). Finishes fresh and +clean. Fine. SPEC's Score: 89 points. + +GOATS DO ROAM Red, Western Cape (South Africa), NV +12x750ML $7.61 $83.78 A blend of 33% Pinotage, 22% Syrah, +13% Cinsault, 13% Grenache 10% Carignan, 5% Gamay, and +4% Mourvedre, this Cotes du Rhone-style (get it?) red shows good +richness and plenty of dark grapy fruit with notes of spice and +pepper. The texture is nicely chewy with good weight in the mouth +and a good feel. This is a solidly enjoyable, quite versatile, +everyday drinking red. Very Good+. SPEC's Score: 87+ points. + +LA VIS Pinot Nero, Trentino (Italy), 2000 +12x750ML $10.71 $117.30 Unusual fresh, lively, red-berry and +red-cherry fruit-oriented Pinot Noir (Nero) from the Trentino +region of northeastern Italy featuring a hint of cola and fresh +crushed berry tannins. Spicy and alive with flavor and character. +Medium weight with just a touch of chewiness. Moves toward black +cherry as it develops in the glass. Quite refreshing. Serve +cool (50-55?). Very Good. SPEC's Score: 87 points. + +PIERRE BONIFACE Rousette de Savoie ""les Rocailles"" (France), 2000 +12x750ml $9.41 $104.26 This delightful, off-the-beaten-path, +balanced, super-fruity, fresh, dry white features a nose that is +initially a little closed but the palate reveals plenty of mixed +tree fruit (peach, yellow cherry, etc.) and wildflower perfume. +It has a lovely refreshing texture and feel in the mouth with a +thrilling balance. The super-long finish hints at lemon drops at +the end. Wonderful as an aperitif. Delicious and Excellent. SPEC's +Score: 91 Points. (This was an email special in July that got such +a great response we decided to buy more so that we could offer it +in the Twelve-Under-$12) + +PAOLO SARACCO Moscato d'Asti (Italy), 2000 +12x750ML $11.82 $130.90 This delicious, half-sparkling, juicy, +ripe, naturally low-alcohol (7%), white is bursting with aromatic +fruit in the classic Muscat range: lemon drop, honeysuckle, cirtus +zest, and apricot. The palate is light, thrilling, and super +refreshing and offers pure pleasure. Lasts and lasts in the +mouth; finishes tingly clean. Excellent. SPEC's Score: 91 points. + +LE FAUX FROG Chardonnay, Limoux - Vin de Pays d'Oc (France), 1999 +12x750ML $6.76 $74.46 Also from Todd Williams of Sonoma County?s +Toad Hollow, this is a juicy, low-acid, pineapple fruit oriented +Chardonnay made in the style of a clean Aussie Chard. It has a +good balance and feel with a nice richness but is not tarted up +with oak chips and sugar like so many ""value-priced"" (cheap) +Chardonnays. Finishes dry and clean. Very Good. +SPEC's Score: 86+ points. + +FOREST GLEN Merlot, California, 1999 +12x750ML $6.88 $76.61 Here's a balanced, juicy, ripe cherry +fruit-oriented Merlot with a fine medium-weight style and a nice +texture. Dry and mouth-filling with hints of earth and wood that +compliment and round out the juicy fruit. Very Good. +SPEC's Score: 86 points. + +PENFOLD's Koonunga Hill Shiraz-Cabernet Sauvignon, South Australia, +1999 12x750ML $8.46 $93.11 This blend of 74% Syrah and +26% Cabernet Sauvignon features lots of ripe, earthy, black +raspberry and blackberry fruit with plenty of white pepper +character, a nice note of cassis, and a touch of tobacco. Quite +spicy in the mouth. Fine length. Very Good+. +SPEC's Score: 87 points. + +ALAMOS RIDGE Cabernet Sauvignon, Mendoza (Argentina), 1999 +12x750ML $9.27 $101.57 Quite tasty, very juicy, classically +Argentine Cabernet Sauvignon with lots of blackberry fruit layerd +over a core of dusty oak and earthy terroir. It has a somewhat +rustic character with a nicely chewy texture. Long and dry with +a fine, perfumed berry note that really lingers. Fine. +SPEC's Score: 88+ points. + +JEWEL Viognier, California, 200O +12x750ML $10.23 $113.33 Lovely, aromatic, juicy Viognier with +crisp fruit in the peach-apricot-and-ripe-pear range with a +solid honeysuckle note and a hint of Gewurztraminer-like hops +character. Fresh, refreshing, and lively but with a soft texture. +Long, perfumed finish. A real deal on a Viognier this good. Fine. +SPEC's Score: 88+ points. + +SPECIAL for SPEC?s KEY holders: + Buy a mixed case consisting of one 750ml bottle of each of our +OCTOBER 2001 12-UNDER-$12 selections for only $101.28, a savings +of $8.94 over SPEC?s already low cash bottle price. +UPC: 00000788265 (Special price good 10/4/01 thru 10/31/01). + The ""12x750ml"" means the wine comes in 750ml bottles packed +12 to the case. The first price listed for each selection is the +cash discounted bottle price. The second price listed is the cash +discounted case price. + ""Spec's"" is a service mark of the Spec's Family Partners, Ltd. +and is registered with the State of Texas. Prices are subject to +change without notice. Prices listed include SPEC's famous 5% +discount for cash.""Cash"" includes US currency checks and debit +cards when you enter your PIN#. Prices listed in 12-UNDER-$12 +are good at all SPEC's locations. + + + +" +"arnold-j/deleted_items/291.","Message-ID: <11612570.1075852698214.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 15:58:39 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/16/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/16/2001 is now available for viewing on the website." +"arnold-j/deleted_items/292.","Message-ID: <19890720.1075852698238.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 20:21:42 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +awesome call on cash.. it does not get any better than that.. you picked the bottom- i am getting it slowly.. lots of calls today from people i do not speak to every day.. not too much panic from guys who are short.. most looking to put more on.. selling dec01 outright or buying gas daily puts on dec and jan... except pulaski who pared down dec01 short with us from 4000 to 1000.. do not think he's got on alot elsewhere. no one has anything on longer dated.. no one can figure out economy... + +questions: +1. why would any of the discretionary storage operators withdraw gas in the winter based on the current curve? +2. where do you think index gets set this month? i am thinking that utilities will overestimate loads for Nov01 and buy more during bidweek.. index gets set high and depending on Nov weather.. it could come back onto the market weakening cash again.. +3. do you have a view on eastern power for the winter? i do not understand the market drivers in the winter. + +thanks very much, +c " +"arnold-j/deleted_items/293.","Message-ID: <528330.1075852698273.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 20:13:12 -0700 (PDT) +From: no.address@enron.com +Subject: World Markets Regulatory Analysis and Telecom +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: eSource@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + +In addition to World Markets Energy information + and Country Analysis and Forecasting, + +eSource now offers free access to World Markets - Regulatory Analysis + + + +World Markets Regulatory Analysis offers: + + Daily Reports - Legal, regulatory and policy developments in 185 countries. Comprehensive monitoring of legislative, regulatory and policy + changes for each country + Email Alerts - Automatic daily email alerts of current and impending legal, regulatory and policy changes affecting the development of markets + Daily Analysis - Same-day in-depth assessment of the impact of legal developments by in-house analysts. Features detailed analysis of key legal + changes written exclusively for Regulatory Analysis by a unique network of legal experts in more than 180 countries + Country Reports - Assessments of the legal systems in 185 countries, including rules on establishing a business and restrictions on foreign investors + + Access World Markets Regulatory Analysis: http://esource.enron.com/worldmarket_regulatory.asp + + *** + + + For additional new products and reports, visit eSource's Hot Topics page at http://esource.enron.com/hot_topics.asp" +"arnold-j/deleted_items/294.","Message-ID: <21288810.1075852698296.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 08:41:50 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com, hoey'.'guardian@enron.com +Subject: Dancing George Bush +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John , 'John.Corcoran@ubsw.com', 'sharonzerilli@yahoo.com', 'Votruba' , 'Guardian, The (RVotruba@EliasPress.com)', 'patcreem@aol.com', 'mzerilli@optonline.net', 'Stacey A. Hoey' , 'czerilli@lotus.com', 'Lew_G._williams@aep.com' +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + + http://www.5starweb.co.uk/fun/bush.htm " +"arnold-j/deleted_items/295.","Message-ID: <10130086.1075852698325.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 14:24:47 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: RE: I want my two dollars! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Thanks! Good luck at your meetings!!! MSA + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 15, 2001 11:25 AM +To: Allen, Margaret +Subject: RE: I want my two dollars! + + +I'll get it at lunch. + +-----Original Message----- +From: Allen, Margaret +Sent: Monday, October 15, 2001 11:24 AM +To: Arnold, John +Subject: RE: I want my two dollars! + + +ha!ha! aren't you funny. looking. + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 15, 2001 11:23 AM +To: Allen, Margaret +Subject: RE: I want my two dollars! + + +What money? I don't know what you're talking about + +-----Original Message----- +From: Allen, Margaret +Sent: Monday, October 15, 2001 11:18 AM +To: Arnold, John +Subject: RE: I want my two dollars! + + +loser. it's 'better off dead' with John Cusack - popular when we were kids. unfortunately you were a dork and didn't play with the other kids your age, so you missed it. great line but means nothing if you haven't seen the movie. + +can i come collect my $ from you today? i owe it to the box (it's a long story, i'll tell you later.) MSA + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 15, 2001 11:15 AM +To: Allen, Margaret +Subject: RE: I want my two dollars! + + +no clue. not a movie buff. + +-----Original Message----- +From: Allen, Margaret +Sent: Monday, October 15, 2001 8:51 AM +To: Arnold, John +Subject: I want my two dollars! + + +Name the movie. " +"arnold-j/deleted_items/296.","Message-ID: <1179593.1075852698348.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 11:07:43 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: im back for 2 days anyway +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +34759 or 713 628 7881 + -----Original Message----- +From: Arnold, John +Sent: Monday, September 24, 2001 7:38 AM +To: Fraser, Jennifer +Subject: RE: hum......free fall in wti started a little early + +yea, that was for oct a couple hours before expiry. dont have a whole lot of interest being fundamentally long crude. maybe for a scalp buy if we get overdone which we might be this morn. T Boone how? + + -----Original Message----- +From: Fraser, Jennifer +Sent: Monday, September 24, 2001 7:26 AM +To: Arnold, John +Subject: RE: hum......free fall in wti started a little early + + +also didnt you have a limit order in..for about 200..im assuming this was withdrawn + -----Original Message----- +From: Arnold, John +Sent: Monday, September 24, 2001 1:16 PM +To: Fraser, Jennifer +Subject: RE: hum......free fall in wti started a little early + +wow...how did our guys do? + + -----Original Message----- +From: Fraser, Jennifer +Sent: Monday, September 24, 2001 7:16 AM +To: Arnold, John +Subject: hum......free fall in wti started a little early +" +"arnold-j/deleted_items/297.","Message-ID: <28309932.1075852698371.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 19:39:29 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: lot size eol/renaissance/other funds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +hi.... is there any way for you to put the same number of lots on the lot size product as you have on the standard MMBtu per day product? + +You have 10 lots out there now for Nov01 and 20,000/ day on the standard... can you offer 60 contracts (20,000*30) on the lots size.. the people that the product was meant for can just click their one or two lots.. its going to be the same price as the standard Nov01 contract right? + +The physical standard is a limitation for funds.. all of them trade lots.. no one wants to sit there and figure out the contracts however easy it is. + +I think I can get at least 4 more funds on EOL if you can do just this..these are people outside the Campbell types who can not trade OTC. EOL is great for funds like Ren whose traders get buy/sell orders at the beginning of the trade day (I assume they get signals on close) and have discretion on how to execute through the day. Versus Campbell who gets a signal and executes orders immediately regardless of liquidity.. its all to do with the way they view slipage + +Liz at Renaissance was not giving you the whole picture on how much they trade.. they are an 8 Billion fund. + +Last year they traded: +156,000 crude contracts- most in one day.. 6,000 contracts +85,000 nat gas- 6,000 highest one day +40,000 Nickel-1,000 highest one day +120,000 Ali- 6,000 +52,000 Cu- 5,000 +24,000 Zn- 2,000 + +The only other energy counterparty they have is Goldman (this is the case with a lot of the program traders).. they tried MS, but said they were terrible.. + + + + + " +"arnold-j/deleted_items/298.","Message-ID: <3188413.1075852698395.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 08:06:28 -0700 (PDT) +From: johnny.palmer@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Palmer, Johnny +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +No word from Mark yet. Do you have a number for him? + +Thanks, +Johnny + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 09, 2001 8:18 AM +To: Palmer, Johnny +Subject: FW: + +Johnny: +I'll get Mark Findsen to call you. Can you have at least 1 trader interview him as well. +Thanks, +John + + -----Original Message----- +From: Shankman, Jeffrey A. +Sent: Tuesday, October 09, 2001 8:16 AM +To: Arnold, John +Cc: Palmer, Johnny +Subject: RE: + +I'll set it up as orig. + +Johnny, can you set this up? + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 08, 2001 6:37 PM +To: Shankman, Jeffrey A.; Nowlan Jr., John L. +Subject: + +Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work. " +"arnold-j/deleted_items/299.","Message-ID: <1236239.1075852698420.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 21:08:45 -0700 (PDT) +From: no.address@enron.com +Subject: EWS Brown Bag +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ENA Public Relations@ENRON +X-To: En Touch Newsletter List@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +MARK YOUR LUNCH CALENDARS NOW ! + +You are invited to attend the EWS Brown Bag Lunch Series + +Featuring: THE MAP GUYS +Keith Fraley and Peter Hoyt + +Topic: Visualizing your Data and Marketplace + +Enhance your market analysis and decision-making capabilities with our commodity-specific geographic information and customized applications. + +Thursday, October 18, 2001 +11:30 a.m. - 12:30 p.m. +EB 5C2 + +You bring your lunch, RSVP email to +We provide drinks and dessert. Kathie Grabstald + or call x 3-9610" +"arnold-j/deleted_items/3.","Message-ID: <29074689.1075852688324.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 09:36:39 -0700 (PDT) +From: styarger@hotmail.com +To: john.arnold@enron.com +Subject: Re: astros tix +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Stephen Yarger"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I will close the auction at noon as I advertised, if nobody buys them by +then, I'll sell them to you for $300. I know what you mean, the combo of +Bonds getting walked all the time and the Stros getting killed really sucks. + + +----- Original Message ----- +From: +To: +Sent: Thursday, October 04, 2001 10:18 AM +Subject: RE: astros tix + + +> I would pay $300 for the tix tonight. I feel ripped off for the crappy +> game I had to sit through tuesday. +> +> -----Original Message----- +> From: ""Stephen Yarger"" @ENRON +> +[mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+4 +0ENRON@ENRON.com] +> +> +> Sent: Tuesday, October 02, 2001 1:24 PM +> To: Arnold, John +> Subject: Re: astros tix +> +> OK, I'll give you a call around 3:15 or so, I'll be driving a dark +green +> Land Cruiser. +> +> +> ----- Original Message ----- +> From: +> To: +> Sent: Tuesday, October 02, 2001 12:07 PM +> Subject: RE: astros tix +> +> +> > Sounds good. I have cash. I work at the old Enron building. Just +> give +> me +> > a call when you're close and I'll meet you on the street right in +> front of +> > the building. +> > +> > -----Original Message----- +> > From: ""Stephen Yarger"" @ENRON +> > +> +[mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+4 +> 0ENRON@ENRON.com] +> > +> > +> > Sent: Tuesday, October 02, 2001 1:07 PM +> > To: Arnold, John +> > Subject: Re: astros tix +> > +> > I get off work at 3:00 so I could bring them by your office at say +> 3:30 +> > if +> > you could meet me at the ground floor (I'm assuming you work at +one +> of +> > the +> > Enron buildings). I'm new to this whole Ebay thing so I'm not +sure +> what +> > all +> > the payment options are, but I'm thinking the easiest would be +> cash, +> but +> > if +> > you want to put it on credit card through Billpoint on Ebay that +is +> fine +> > also. +> > +> > Good luck on catching the million dollar ball. +> > +> > +> > +> > +> > ----- Original Message ----- +> > From: ""Arnold, John"" +> > To: +> > Sent: Tuesday, October 02, 2001 11:43 AM +> > Subject: astros tix +> > +> > +> > Hello: +> > Wondering if we can meet to pick up the tix. I work and live in +> > downtown. Please advise or call me at 713-557-3330. +> > +> > +> > +> ********************************************************************** +> > This e-mail is the property of Enron Corp. and/or its relevant +> affiliate +> > and +> > may contain confidential and privileged material for the sole use +> of +> the +> > intended recipient (s). Any review, use, distribution or +disclosure +> by +> > others is strictly prohibited. If you are not the intended +> recipient +> (or +> > authorized to receive for the recipient), please contact the +sender +> or +> > reply +> > to Enron Corp. at enron.messaging.administration@enron.com and +> delete +> > all +> > copies of the message. This e-mail (and any attachments hereto) +are +> not +> > intended to be an offer (or an acceptance) and do not create or +> evidence +> > a +> > binding and enforceable contract between Enron Corp. (or any of +its +> > affiliates) and the intended recipient or any other party, and may +> not +> > be +> > relied on by anyone as the basis of a contract by estoppel or +> otherwise. +> > Thank you. +> > +> ********************************************************************** +> > +> > +> > +> +>" +"arnold-j/deleted_items/30.","Message-ID: <28935295.1075852688998.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 17:05:29 -0700 (PDT) +From: ussoccerfan@ussoccer.org +To: turnuson@maillist.ussoccer.org +Subject: U.S. Soccer Television Update (Thursday, October 4, 2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""ussoccerfan.com"" @ENRON +X-To: U.S. Soccer Television Announcements +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +THIS WEEK'S LINEUP:=20 +Sunday, October 7:=20 + U.S. Men's National Team vs. Jamaica (World Cup Qualifying)=20 + ABC=20 + 2 p.m. ET / 1 p.m. CT / 12 p.m. MT / 11 a.m. PT=20 +REYNA, O'BRIEN RETURN TO 23-MAN ROSTER FOR MUST-WIN QUALIFIER AT FOXBORO: U= +.S. Men's National Team head coach Bruce Arena named a 23-man squad that wi= +ll train for the team's upcoming qualifier against Jamaica on Sunday (Oct. = +7) at Foxboro Stadium. Matchday 9 of final round qualifying will kickoff a= +t 2 p.m. ET, and the match will be broadcast live on ABC, as well as the Fu= +tbol de Primera radio network. ""We have said from the beginning that quali= +fication was going to be a long process, and we feel confident going into t= +his match knowing our destiny is in our own hands,"" said Arena. Midfielder = +Claudio Reyna returns to captain the side after missing the last three qual= +ifiers to suspension and injury. Also returning from injury is Ajax-based = +midfielder John O'Brien, out of the U.S. lineup since July. Arena has calle= +d on 13 players from MLS squads, 10 of whom are currently involved in the M= +LS playoff race. The United States holds a 4-3-1 record in final round qual= +ifying play, their 13 points equal with Mexico in third position in the He= +xagonal. Jamaica currently sits in fifth place, posting a 2-4-2 record. Th= +e USA has never lost to the Reggae Boyz, holding an unblemished 5-0-5 all-t= +ime record in the series. The teams battled to a scoreless draw in the fir= +st leg of the series June 16 at the National Stadium in Kingston. On 13 poi= +nts, the United States controls its own qualifying destiny. Costa Rica has= + already secured one of the three places reserved for CONCACAF by collectin= +g 19 points. With second-place Honduras (14 pts.) and Mexico (13 pts.) fac= +ing a head-to-head meeting on the final matchday, the USA can clinch a bert= +h in the World Cup finals by earning all six points in its final two matche= +s. The complete 23-man roster follows:=20 +Goalkeepers (3): Brad Friedel, Kasey Keller, Zach Thornton;=20 +Defenders (7): Jeff Agoos, Carlos Bocanegra, Steve Cherundolo, Robin Fraser= +, Eddie Pope, David Regis, Greg Vanney;=20 +Midfielders (8): Chris Armas, Cobi Jones, Manny Lagos, John O'Brien, Preki = +Radosavljevic, Claudio Reyna, Tony Sanneh, Richie Williams;=20 +Forwards (5): Landon Donovan, Jovan Kirovski, Joe-Max Moore, Ante Razov, Ea= +rnie Stewart.=20 +U.S. OPEN CUP FINAL TO BE HELD AT TITAN STADIUM: The 2001 Lamar Hunt U.S. O= +pen Cup final between the New England Revolution and Los Angeles Galaxy wil= +l be played at Titan Stadium on the campus of Cal State Fullerton on Saturd= +ay, October 27, at 5:00 p.m. (ET) and will be televised live on Fox Sports = +World and Fox Sports World Espa?ol. The showdown between the Galaxy and Re= +volution will crown a new Open Cup Champion as both MLS squads are making t= +heir first-ever appearance in the tournament final.=20 +The Galaxy defeated the Nashville Metros (A-League), the Seattle Sounders S= +elect (PDL), the San Jose Earthquakes (quarterfinals) and the Chicago Fire = +(semifinals) to advance to the championship match. Head Coach Sigi Schmid's= + team played all but one match (the quarterfinal) at Titan Stadium. The Rev= +olution advanced against the Mid Michigan Bucks (PDL), Charleston Battery (= +A-League), the Columbus Crew (quarterfinals) and D.C. United (semifinals), = +having played every match in the friendly confines of Foxboro Stadium.=20 +MARK THESE KEY DATES ON YOUR CALENDAR:=20 +Sunday, October 21:=20 + MLS Cup 2001=20 + ABC=20 + 1:30 p.m. ET / 12:30 p.m. CT / 11:30 a.m. MT / 10:30 a.m. PT=20 +Saturday, October 27:=20 + Los Angeles Galaxy vs. New England Revolution (U.S. Open Cup Final)= +=20 + Fox Sports World, FSWE=20 + 5 p.m. ET / 4 p.m. CT / 3 p.m. MT / 2 p.m. PT=20 +Sunday, November 11:=20 + U.S. Men's National Team @ Trinidad & Tobago (World Cup Qualifying)= +=20 + ABC=20 + 2 p.m. ET / 1 p.m. CT / 12 p.m. MT / 11 a.m. PT=20 + =20 + --- +You are currently subscribed to turnuson as: jarnold@enron.com. +To modify your registration, please visit http://www.ussoccerfan.com/ +For more information on U.S. Soccer, please visit http://www.ussoccer.com/" +"arnold-j/deleted_items/300.","Message-ID: <7288867.1075852698454.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 21:10:06 -0700 (PDT) +From: no.address@enron.com +Subject: To: All Domestic Employees who Participate in the Enron Corp. + Savings Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Corporate Benefits@ENRON +X-To: All Enron Employees United States Group@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Mark your calendar-- + the Enron Corp. Savings Plan is moving to a new administrator! + +In preparation, here are a few things you need to remember. + +For All Savings Plan participants, Friday, October 19 at 3:00pm CST will be the last day to: +? Request a loan or a loan payoff so that funds can be allocated or distributed in time. +? Request a withdrawal (In-service or Hardship). + +For SDA Participants, Friday, October 19 at 3:00pm CST will be your last day to: +? Make trades in your Schwab SDA brokerage account so that we can move your holdings in-kind. +? Re-invest any Schwab mutual funds into your choice of funds - the default will be your money market fund. + +Other transactions, such as Contribution Rate Changes and Investment Fund Transfers, will continue until 3:00pm CST on October 26. + +EnronBenefits... keeping pace with your lifestyle." +"arnold-j/deleted_items/301.","Message-ID: <30323531.1075852698488.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 01:46:59 -0700 (PDT) +From: editor@theb2bvoice.com +To: jarnold@ect.enron.com +Subject: money back on your trade-ins, and great hp lease deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""editor@theb2bvoice.com"" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + If you wish to unsubscribe please CLICK HERE. If you received this ema= +il by error, please reply to: unsubscribe@theb2bvoice.com =09 + =09 + =09 + =09 + [IMAGE] [IMAGE] [IMAGE] hp business solutions [IMAGE] get aheadhp invent= + www.buy.hp.com/sbso/special [IMAGE] [IMAGE]hp [IMAGE] [IMAGE] life in t= +he fast lane: win a trip to Skip Barber Racing School[IMAGE] Register to wi= +n two 3-day passes to Skip Barber Racing School (plus $4,000 for travel ex= +penses) when you save money and get down to business faster at our new pro= +ducts site. win a trip to Skip Barber Racing School [IMAGE] [IMAGE] spe= +cial deals [IMAGE] [IMAGE] [IMAGE] equal opportunity savings: money back= + on hp and non-hp trade-ins[IMAGE] With the new HP Trade-In program, you'll= + get money back on your HP purchases when you trade in HP or even non-HP = +equipment. Enter as a ""guest member"" to quickly check your trade-in values= +. money back on HP and non-HP trade-ins [IMAGE] [IMAGE] as good as it g= +ets: walk-away lease deals on color hp LaserJets [IMAGE] Lease any color H= +P LaserJet printer at a 36-month rate and walk away penalty free in 18 mon= +ths with the purchase or lease of a next-generation color HP LaserJet. wa= +lk-away lease deals on color LaserJets [IMAGE] [IMAGE] movin' on up: pri= +me time for big savings on hp LaserJet printers [IMAGE] Get rebates of up t= +o $2,000 - or a free HP Jornada color pocket PC - when you purchase qualif= +ying HP LaserJet and color LaserJet printers, or trade in qualifying print= +ers. prime time for big savings on hp LaserJet printers [IMAGE] [IMAGE= +] one size fits all: great deals for all businesses, big or small Stop = +by HP's new one-stop PC, notebook, and server promotion site for big savin= +gs, lease specials, and free equipment with purchase. [IMAGE] great deal= +s [IMAGE] [IMAGE] the odds are in your favor: get 31 chances to win a di= +gital camera You'll get a chance to win one of ten HP PhotoSmart C500xi = + digital cameras when you subscribe to any one of HP's free monthly e-news= +letters. Then, if you tell your friends and colleagues about HP e-newslett= +ers, you'll get three additional sweepstakes entries for each one of them = +that subscribes (for up to 10 people). If ten of your friends subscribe, = +that's up to 30 additional chances for you to win. [IMAGE] get 31 chance= +s to win a digital camera [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] All offers are for a limited time only, have certain restrictions = +and are subject to change without notice. Please see individual special off= +er websites for details. =09 + =09 + =09 + =09 + You are receiving this message because you opted in to receive online pro= +motions.=09 +" +"arnold-j/deleted_items/302.","Message-ID: <22877265.1075852698541.JavaMail.evans@thyme> +Date: Sun, 14 Oct 2001 23:15:14 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 11 +" +"arnold-j/deleted_items/303.","Message-ID: <31515905.1075852698564.JavaMail.evans@thyme> +Date: Sat, 13 Oct 2001 07:24:56 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +i owe you 120 - wow + +all 150 + +balt -1 +tb +3 +chic/ariz over 39.5 +car +5 +giants +11 +sd +3 +sf -3 +miami -3 +seattle +6.5 +oak +3.5 + " +"arnold-j/deleted_items/304.","Message-ID: <31106461.1075852698587.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 04:41:30 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: RE: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +beliefs + +-----Original Message----- +From: Arnold, John +Sent: Thursday, October 11, 2001 7:44 PM +To: Zivic, Robyn +Subject: RE: Pira + + +any substance to their argument or just their beliefs. + +-----Original Message----- +From: Zivic, Robyn +Sent: Thursday, October 11, 2001 10:27 AM +To: Arnold, John +Subject: Pira + + +Thinks pwr suppliers in Calif shud be worried abt getting paid the long term contracts rates +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/305.","Message-ID: <28250477.1075852698610.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 04:48:24 -0700 (PDT) +From: robyn.zivic@enron.com +To: john.arnold@enron.com +Subject: RE: Pira +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zivic, Robyn +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +agreed- thks- i recall a few mths ago when this was being discussed by the west desk - they thought it would not be surprising but no confirmation of the rumours..... + + + +-----Original Message----- +From: Arnold, John +Sent: Wednesday, October 17, 2001 7:44 AM +To: Zivic, Robyn +Subject: RE: Pira + + +it's the one thing that could really hit the market. There are a lot of gas hedges on against those trades. If they are torn up, a lot of gas in the back gets sold off hard. Plus, The dynegys of the world lose $1 on their hedges. + +-----Original Message----- +From: Zivic, Robyn +Sent: Wednesday, October 17, 2001 6:42 AM +To: Arnold, John +Subject: RE: Pira + + +beliefs + +-----Original Message----- +From: Arnold, John +Sent: Thursday, October 11, 2001 7:44 PM +To: Zivic, Robyn +Subject: RE: Pira + + +any substance to their argument or just their beliefs. + +-----Original Message----- +From: Zivic, Robyn +Sent: Thursday, October 11, 2001 10:27 AM +To: Arnold, John +Subject: Pira + + +Thinks pwr suppliers in Calif shud be worried abt getting paid the long term contracts rates +-------------------------- +Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)" +"arnold-j/deleted_items/306.","Message-ID: <10561450.1075852698634.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 04:57:28 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: lot size eol/renaissance/other funds +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +thanks smart ass.. let me know when this changes.. + +-----Original Message----- +From: Arnold, John +Sent: Tuesday, October 16, 2001 11:55 PM +To: Abramo, Caroline +Subject: RE: lot size eol/renaissance/other funds + + +Will be able to do the lot size at some point in the future. It requires a change in the eol system that when someone buys 30 of the 60 offered, it reduces the offer from 20,000 to 10,000. Right now it has no effect on the daily volumes, thus, I am limited to what size to put out else someone can buy infinite amount at same price until I manually change the price. +Meanwhile, I'll give them a calculator to divide by 333. + +-----Original Message----- +From: Abramo, Caroline +Sent: Tue 10/16/2001 9:39 PM +To: Arnold, John +Cc: +Subject: lot size eol/renaissance/other funds + + +hi.... is there any way for you to put the same number of lots on the lot size product as you have on the standard MMBtu per day product? + +You have 10 lots out there now for Nov01 and 20,000/ day on the standard... can you offer 60 contracts (20,000*30) on the lots size.. the people that the product was meant for can just click their one or two lots.. its going to be the same price as the standard Nov01 contract right? + +The physical standard is a limitation for funds.. all of them trade lots.. no one wants to sit there and figure out the contracts however easy it is. + +I think I can get at least 4 more funds on EOL if you can do just this..these are people outside the Campbell types who can not trade OTC. EOL is great for funds like Ren whose traders get buy/sell orders at the beginning of the trade day (I assume they get signals on close) and have discretion on how to execute through the day. Versus Campbell who gets a signal and executes orders immediately regardless of liquidity.. its all to do with the way they view slipage + +Liz at Renaissance was not giving you the whole picture on how much they trade.. they are an 8 Billion fund. + +Last year they traded: +156,000 crude contracts- most in one day.. 6,000 contracts +85,000 nat gas- 6,000 highest one day +40,000 Nickel-1,000 highest one day +120,000 Ali- 6,000 +52,000 Cu- 5,000 +24,000 Zn- 2,000 + +The only other energy counterparty they have is Goldman (this is the case with a lot of the program traders).. they tried MS, but said they were terrible.. + + + + + " +"arnold-j/deleted_items/307.","Message-ID: <3354143.1075852698658.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 15:18:19 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: <> - Zipper 101501 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following expense report is ready for approval: + +Employee Name: Andrew A. Zipper +Status last changed by: Automated Administrator +Expense Report Name: Zipper 101501 +Report Total: $108.90 +Amount Due Employee: $108.90 + + +To approve this expense report, click on the following link for Concur Expense. +http://expensexms.enron.com" +"arnold-j/deleted_items/308.","Message-ID: <1652211.1075852698681.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 05:34:42 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: Natural Gas Market Analysis +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find the Natural Gas Market Analysis for today. + +Thanks, +Mark + - 10-17-01 Nat Gas.doc " +"arnold-j/deleted_items/309.","Message-ID: <19205792.1075852698704.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 05:22:43 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/17-resend +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude27.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas27.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil27.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded27.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG27.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG27.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL27.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/31.","Message-ID: <11131345.1075852689069.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 19:39:55 -0700 (PDT) +From: peter@libation.com +To: newsletter@libation.com +Subject: Libation.com Newsletter - October 4, 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Peter Hicks +X-To: newsletter@libation.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dear customers and friends, + +We had intended to send a newsletter out weeks ago but the tragedy that +happened in the eastern United States set us back just like all of +America. We have so many customers in NY and the East Coast including +many who worked at the World Trade Center. Our sincerest regret and +hope go out to all people in this country and the world but especially +those who have family or friends who were victims of the terrorist acts. + +One of our dearest employees Ed Campbell grew up in Queens and all of us +at Libation have a strong connection with the people of NYC. As I told +Ed the other day, all Americans are New Yorkers now. We have wanted to +call many of you but feel that this is not the time. If you live in NYC +(or anywhere else) please take the time to drop us a line and let us +know how you are faring. Best wishes to you all. + +Now to the wines. It's that time of the year when some of California's +perennial favorites are released. Feel free to give us a call toll free +at 877-LIBATION (877 542-2846). + +Caymus 1998 Special Selection Cabernet Sauvignon $120/bottle + +Caymus 1998 Cabernet Sauvignon $65/bottle + Rich and exotic, with layers of currant, black cherry, espresso, mocha, + mineral and herb. Turns supple, all the while maintaining its firm and + youthful tannic structure. + Drink now through 2009. 18,000 cases made. + Wine Spectator July 31, 2001 +to order or for more info on our website click on the link. +http://www.libation.com/cgi-bin/wine/55624 + +Caymus 2000 Conundrum $24/bottle + There is no doubt that this is our hottest selling wine by far for the + last two months. If you have not tried it, order a few bottles and see + what the excitement is all about! +to order or/ for more info on our website click on the link. +http://www.libation.com/cgi-bin/wine/61379 + +Dominus Estate 1998 Meritage $98/bottle + Cellar Selection. Earthy, elegant and refined Cabernet blend, + delivering layers of currant, tar, black cherry, cedar, coffee and anise, + all sharply focused and framed by just the right amount of tannin. + Drink now through 2009. 6,000 cases made. + Wine Spectator July 31, 2001 +to order or/ for more info on our website click on the link. +http://www.libation.com/cgi-bin/wine/29097 + + +Dominus Estate 1998 Meritage Napanook $36/bottle +to order or/ for more info on our website click on the link. +http://www.libation.com/cgi-bin/wine/28198 + +Mondavi / Rothchild Opus One 1998 $130/bottle + + +Here are a few gems from our cellar at OUTSTANDING prices, + +Arrowood 1990 Cabernet Sauvignon Sonoma County 1.5 Liter $120/bottle + +Heitz 1994 Cabernet Sauvignon Trailside Vineyard 1.5 Liter $130/bottle + + You'll find that our pricing is very competitive. These prices are + subject to change in the upcoming weeks. Availability is fairly + limited. + +Peace, love and cheers, +Curt Chrestman +Libation.com + +-- +Libation.com - A Fine Wine Shop featuring rare and top selling wines +from California and the Globe. +toll free 877 LIBATION (877 542 2846) +http://www.libation.com +761 8th Street - Suite D +Arcata, CA 95521 +707 825 7596" +"arnold-j/deleted_items/310.","Message-ID: <31680117.1075852698727.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 05:18:52 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/17 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude27.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas27.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil27.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded27.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG27.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG27.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL27.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/311.","Message-ID: <6010457.1075852698751.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 06:29:25 -0700 (PDT) +From: daryl.dworkin@americas.bnpparibas.com +To: daryl.dworkin@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: daryl.dworkin@americas.bnpparibas.com@ENRON +X-To: daryl.dworkin@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST). + +Last Year +29 +Last Week +65 + + +Thank You, +Daryl Dworkin +BNP PARIBAS Commodity Futures, Inc. + + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/312.","Message-ID: <18926019.1075852698773.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 11:51:22 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: AGA Weekly Data +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent AGA working gas storage data. + +Thanks, +Mark + - 10-17-01 AGA.doc " +"arnold-j/deleted_items/313.","Message-ID: <27157097.1075852698801.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 12:16:42 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,340.29[I= +MAGE]43.94-0.46% NASDAQ1,691.20[IMAGE]30.87-1.79% S?5001,089.71[IMAGE]7.83-= +0.71% 30 Yr53.15[IMAGE]0.32-0.59% Russell428.96[IMAGE]5.57-1.28%- - - - - M= +ORE [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] = + [IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/17 Build= +ing Permits 10/18 Initial Claims 10/18 Philadelphia Fed 10/19 CPI 10/19 Cor= +e CPI - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAGE]Qcharts =09[IMAGE]= +=09 +=09=09 =09 Quote of the Day =09=09=09 The only thing that saves us fro= +m the bureaucracy is its inefficiency.: Eugene McCarthy =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/17/2001 13:08 = +ET Symbol Last Change % Chg [IMAGE] HYGS4.46[IMAGE]1.8973.54%[IMAGE] PDY= +N3.33[IMAGE]1.2157.07%[IMAGE] FLDR2.00[IMAGE]0.5033.33%[IMAGE] XLA2.51[IMAG= +E]0.7139.44%[IMAGE] MTIC2.16[IMAGE]0.5735.84%[IMAGE] CFLO2.23[IMAGE]0.5028.= +90%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. othe= +rwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of the D= +ay! Q. Phyllis A. McDermitt asks, ""Just what is a Value Stock?""A value stoc= +k, or value investing, is an investing strategy that tries to pick good....= +.... MORE [IMAGE] Do you have a financial question? Ask our editor - - -= + - - VIEW Archive [IMAGE] [IMAGE] [IMAGE]=09 =09=09=09=09[IMAGE] [I= +MAGE] Market Outlook Dow +33, Nasdaq -3, S?+1.59: As Of: Oct 17 2001 1= +1:30AM ET Although volume is continuing at a solid pace, the market averag= +es have changed relatively little over the last hour or so as the Dow holds= + a modest gain while the Nasdaq Composite drifts near unchanged. Biggest d= +rags on the Nasdaq this morning are semiconductor and biotech. The Greenspa= +n testimony is still going on but his comments have focused on working thro= +ugh of uncertainties as the system absorbs the shocks; sees weak pace of bu= +siness investment as the most in need of stimulus but must remain wary of t= +he impact that this would have on long term rates. Market internals are no= +w slightly favorable in terms of the A/D line, up/down volume and the new h= +igh/low ratios... MORE [IMAGE] - - - - - MORE Breaking News [IMAGE] [IMA= +GE] [IMAGE]=09[IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Wednesday From Amazon.com, week of = +October 14, 2001 ChangeWave Investing 2.0: Picking the Next Monster Stock= +s While Protecting Your Gains in a Volatile Market by Tobin Smith [IMAGE= +] [IMAGE] [IMAGE]=09 =09 [IMAGE] Stocks to Watch As Of: Oct 17 = +2001 11:11AM ET Pfizer vs Intel : Since yesterday's close, a plethora of c= +ompanies have reported their earnings results for the September quarter. Tw= +o companies, in particular, that have caught Briefing.com's attention are d= +rug maker, Pfizer (PFE 41.70 +0.60), and semiconductor maker, Intel (INTC 2= +5.81 +0.8.. MORE [IMAGE] As Of: Oct 17 2001 10:08AM ET AOL Time Warner (A= +OL) 31.47 -2.03: This morning, AOL reported third quarter numbers that exc= +eeded previously reduced estimates. Total revenue rose 6% to $9.3 billion e= +xceeding the consensus of $9.2 billion. .. MORE [IMAGE] - - - - - MORE Br= +eaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News HYGS News Hydrogenics stoc= +k soars on GM fuel-cell alliance Reuters: 10/17/2001 10:36 ET GM, Hydrogen= +ics Team Up for Fuel Cell Development PR Newswire: 10/17/2001 07:56 ET UPD= +ATE 1-GM (NYSE:GM), Suzuki to cooperate on fuel-cell cars Reuters: 10/17/2= +001 01:03 ET - - - - - MORE [IMAGE] PDYN News TABLE-Paradyne (NASDAQ:PDYN= +) posts third-quarter pro forma profit Reuters: 10/16/2001 16:29 ET Parady= +ne Reports Positive Earnings in Third Quarter; Paradyne Exceeds Expectation= +s - Earning $0.05 Per Share and Continuing to Improve Cash Position Busin= +essWire: 10/16/2001 16:08 ET Paradyne Announces Third Quarter 2001 Conferen= +ce Call; Tuesday, Oct. 16, 2001, at 5:30 p.m. ET BusinessWire: 10/09/2001 = +17:47 ET - - - - - MORE [IMAGE] FLDR News FLANDERS CORP FILES FORM 10-Q (= +NASDAQ:FLDR) EDGAR Online: 08/20/2001 16:36 ET Flanders Corporation Report= +s Second Quarter 2001 Results BusinessWire: 08/15/2001 17:29 ET FLANDERS = +CORP FILES FORM NT 10-Q (NASDAQ:FLDR) EDGAR Online: 08/14/2001 18:25 ET - = +- - - - MORE [IMAGE] XLA News ASG Technologies completes private placemen= +t for up to C$15,000,000 PR Newswire: 10/17/2001 06:58 ET Mirror Image Ann= +ounces Management Changes BusinessWire: 10/12/2001 19:11 ET Xcelera Receiv= +es Favorable Arbitration Decision BusinessWire: 09/28/2001 18:15 ET - - - = +- - MORE [IMAGE] MTIC News MTI Unveils New Infinity Tape Libraries: Highe= +st Density Enterprise Backup Solutions on the Market PR Newswire: 10/16/20= +01 08:42 ET Vivant Storage Solutions by MTI Technology Demonstrate Function= +ality At Oracle iCenter PR Newswire: 10/09/2001 08:47 ET MTI Delivers SAN = +Hardware Investment Protection With Four Way Scalability Of Vivant Storage = +Platform PR Newswire: 10/08/2001 08:47 ET - - - - - MORE [IMAGE] CFLO Ne= +ws SAFECO, an Insurance and Financial Powerhouse, Picks Websense To Manage= + Employee Web Use Across 30 Locations Nationwide BusinessWire: 10/16/2001= + 08:21 ET Secure Computing and CacheFlow Provide Internet Management Soluti= +on for 33,000 Users At Johnson Controls BusinessWire: 10/16/2001 08:20 ET = +CacheFlow Furthers Leadership with Secure Content Delivery for the Enterpri= +se; cIQ Architecture Offers Advanced Security Features for Enterprise CDNs = + BusinessWire: 09/26/2001 08:40 ET - - - - - MORE [IMAGE] [IMAGE]=09 = +=09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/314.","Message-ID: <21953831.1075852698908.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 13:07:03 -0700 (PDT) +From: buy.com@enews.buy.com +To: jarnold@enron.com +Subject: Thump! There go the prices! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""buy.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE] =09 + [IMAGE] [IMAGE] [IMAGE] Dear John, The rumors are true: buy.com has= + the ""Lowest Prices on Earth!"" Now's the time to snap up the newest release= +s on DVD and video, CDs, and books. They're the best prices you'll find any= +where! As always, we thank you for choosing buy.com. Sincerely, Robe= +rt R. Price President, buy.com [IMAGE] [IMAGE] [IMAGE] [IMAGE] $50= + REBATE OFFER! [IMAGE] Sampo DVD/MP3 Player with CF Card Reader [IMAGE] $22= +9.99[IMAGE]more info FREE SHIPPING! [IMAGE] JBL Cinema ProPack 600 8-Pie= +ce Home Cinema System [IMAGE] $899.95[IMAGE]more info [IMAGE] [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] Cuttin' Heads: John Mellencamp $11.95 [IMAGE= +]more info You Save 27% [IMAGE] Cats & Dogs (VHS) $14.99 [IMAGE]more inf= +o You Save 35% [IMAGE] Star Wars Episode I: Phantom Menace (DVD) $18.95 [= +IMAGE]more info You Save 35% [IMAGE] How I Play Golf by Tiger Woods $20.9= +7 [IMAGE]more info You Save 40% [IMAGE] Get Ready: New Order $12.99 [I= +MAGE]more info You Save 30% [IMAGE] Good to Great: Why Some Companies M= +ake the Leap... $17.99 [IMAGE]more info You Save 36% [IMAGE] Fawlty Tow= +ers (Complete Series) (DVD) $39.49 [IMAGE]more info You Save 35% [IMAGE] = + Cieli De Toscana: Andrea Bocelli $11.95 [IMAGE]more info You Save 27% = + [IMAGE] Don't be afraid! Stock up and save in our Halloween Store. click = +here ! [IMAGE] - I would like to unsubscribe to this eMail - I would like = +to visit buy.com now - I would like to view my account - I would like to = +contact customer support [IMAGE] All prices and product availability = +subject to change without notice. Unless noted, prices do not include shipp= +ing and applicable sales taxes. Product quantities limited. Savings perc= +entage refers to manufacturer's suggested retail price, which may be diffe= +rent than actual selling prices in your area. Please visit us at buy.com o= +r the links above for more information including latest pricing, availabili= +ty, and restrictions on each offer. ""buy.com"" and ""Lowest Prices on Earth"" = +are trademarks of BUY.COM Inc. ? BUY.COM Inc. 2001. All rights reserved. = + =09 + + [IMAGE]" +"arnold-j/deleted_items/315.","Message-ID: <13504042.1075852698956.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 09:05:16 -0700 (PDT) +From: daryl.dworkin@americas.bnpparibas.com +To: daryl.dworkin@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures AGA Survey......RESULTS!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: daryl.dworkin@americas.bnpparibas.com@ENRON +X-To: daryl.dworkin@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Here are this week's survey results. + +AVG +52 +AVG w/o High & Low +51 +Median +51 +Standard Deviation 11 +# of Responses 55 +High +92 +Low +35 +Last Year +29 + +Thank You! + +Daryl Dworkin +BNP PARIBAS + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/317.","Message-ID: <15640069.1075852699005.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 13:44:48 -0700 (PDT) +From: mfindsen@houston.rr.com +To: jarnold@ect.enron.com +Subject: interviews +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""mfindsen"" @ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, thanks for setting me up with Enron interviews. Your hr group is +very switched on. Thanks again, Marc + + - winmail.dat " +"arnold-j/deleted_items/318.","Message-ID: <30779726.1075852699027.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 09:49:40 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Here is your fill on 270 Nov 02 vs. Jun 03 spreads + +Futures were executed and cleared through Paribas. + + + +You bought 135 June '03 at $3.33 +You bought 135 June '03 at $3.32 + +You sold 270 Nov '02 at $3.275 LD Swapsto Smith Barney Tony Annunziato + " +"arnold-j/deleted_items/319.","Message-ID: <6190371.1075852699051.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 15:10:59 -0700 (PDT) +From: bob.shults@enron.com +To: john.arnold@enron.com +Subject: Specialist Term Sheet +Cc: brad.richter@enron.com, greg.piper@enron.com, marc.eichmann@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: brad.richter@enron.com, greg.piper@enron.com, marc.eichmann@enron.com +X-From: Shults, Bob +X-To: Arnold, John +X-cc: Richter, Brad , Piper, Greg , Eichmann, Marc +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +We are meeting with Bo this Thursday in New York. Attached is a Specialist Term Sheet that we will use for our discussion. We will also be incorporating a technology term sheet in our discussions. Please review the attached and let me know of any comments you have. Thanks. + + + +Bob Shults +EnronOnline LLC +Houston, Texas 77002-7361 +713 853-0397 +713 825-6372 cell +713 646-2126 +bob.shults@enron.com" +"arnold-j/deleted_items/32.","Message-ID: <18557889.1075852689175.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 15:45:18 -0700 (PDT) +From: bob.ambrocik@enron.com +To: aaron.adams@enron.com, ana.agudelo@enron.com, billie.akhave@enron.com, + bob.ambrocik@enron.com, bridgette.anderson@enron.com, + aaron.armstrong@enron.com, bryan.aubuchon@enron.com, + c..aucoin@enron.com, ashraf.ayyat@enron.com, bilal.bajwa@enron.com, + briant.baker@enron.com, arun.balasundaram@enron.com, + andres.balmaceda@enron.com, angela.barnett@enron.com, + andreas.barschkis@enron.com, amit.bartarya@enron.com, + bryce.baxter@enron.com, antoinette.beale@enron.com, + angeles.beltri@enron.com, aaron.berutti@enron.com, + amy.bundscho@enron.com, bryan.burch@enron.com, + aliza.burgess@enron.com, andrew.burns@enron.com, + adam.caldwell@enron.com, anthony.campos@enron.com, + brenda.cassel@enron.com, amy.cavazos@enron.com, betty.chan@enron.com, + aneela.charania@enron.com, alejandra.chavez@enron.com, + angela.chen@enron.com, benjamin.chi@enron.com, andy.chun@enron.com, + r..conner@enron.com, audrey.cook@enron.com, barbara.cook@enron.com, + brooklyn.couch@enron.com, beth.cowan@enron.com, bob.crane@enron.com, + bryan.critchfield@enron.com, bernard.dahanayake@enron.com, + andrea.dahlke@enron.com, brian.davis@enron.com, + bryan.deluca@enron.com, bali.dey@enron.com, + ajit.dhansinghani@enron.com, amitava.dhar@enron.com, + bradley.diebner@enron.com, m..docwra@enron.com, bill.doran@enron.com, + alan.engberg@enron.com, brian.eoff@enron.com, brian.evans@enron.com, + ahmad.farooqi@enron.com, brian.fogarty@enron.com, + brian.fogherty@enron.com, allan.ford@enron.com, + bill.fortney@enron.com, bridget.fraser@enron.com, + bryant.frihart@enron.com, alex.fuller@enron.com, alok.garg@enron.com, + brenda.giddings@enron.com, brian.gillis@enron.com, + amita.gosalia@enron.com, bill.greenizan@enron.com, + alisha.guerrero@enron.com, r..guillen@enron.com, amie.ha@enron.com, + bjorn.hagelmann@enron.com, ahmed.haque@enron.com, d..hare@enron.com, + bruce.harris@enron.com, andrew.hawthorn@enron.com, + brian.hendon@enron.com, f..herod@enron.com, andrew.hill@enron.com, + anthony.hill@enron.com, alton.honore@enron.com, brad.horn@enron.com, + bryan.hull@enron.com, alton.jackson@enron.com, aaron.jang@enron.com, + brent.johnston@enron.com, amy.jones@enron.com, + bill.kefalas@enron.com, bilal.khaleeq@enron.com, + akhil.khanijo@enron.com, basem.khuri@enron.com, + bob.kinsella@enron.com, alexios.kollaros@enron.com, + amanda.krcha@enron.com, arvindh.kumar@enron.com, + beverly.lakes@enron.com, amit.lal@enron.com, + andrea.langfeldt@enron.com, bryan.lari@enron.com, + brian.larkin@enron.com, h..lewis@enron.com, angela.liknes@enron.com, + ben.lockman@enron.com, a..lopez@enron.com, albert.luc@enron.com, + anita.luong@enron.com, anthony.macdonald@enron.com, + buddy.majorwitz@enron.com, amanda.martin@enron.com, + arvel.martin@enron.com, bob.mccrory@enron.com, + angela.mcculloch@enron.com, brad.mckay@enron.com, + adriana.mendez@enron.com, angela.mendez@enron.com, + anthony.mends@enron.com, adam.metry@enron.com, + andrew.miles@enron.com, bruce.mills@enron.com, brad.morse@enron.com, + andrew.moth@enron.com, brenna.neves@enron.com, + brandon.oliveira@enron.com, bianca.ornelas@enron.com, + ann.osire@enron.com, banu.ozcan@enron.com, bhavna.pandya@enron.com, + k..patton@enron.com, barry.pearce@enron.com, + biliana.pehlivanova@enron.com, agustin.perez@enron.com, + bo.petersen@enron.com, adriana.peterson@enron.com, + binh.pham@enron.com, adam.plager@enron.com, al.pollard@enron.com, + andrew.potter@enron.com, brian.potter@enron.com, a..price@enron.com, + battista.psenda@enron.com, aparna.rajaram@enron.com, + anand.ramakotti@enron.com, v..reed@enron.com, andrea.ring@enron.com, + araceli.romero@enron.com, angela.saenz@enron.com, + anna.santucci@enron.com, m..schmidt@enron.com, + amanda.schultz@enron.com, anthony.sexton@enron.com, + anteneh.shimelis@enron.com, asif.siddiqi@enron.com, + alicia.solis@enron.com, adam.stevens@enron.com, + alex.tartakovski@enron.com, alfonso.trabulsi@enron.com, + alexandru.tudor@enron.com, adam.tyrrell@enron.com, + adarsh.vakharia@enron.com, andy.walker@enron.com, + alex.wong@enron.com, ashley.worthing@enron.com, + alan.wright@enron.com, angie.zeman@enron.com, andy.zipper@enron.com, + chris.abel@enron.com, cella.amerson@enron.com, + cyndie.balfour-flanagan@enron.com, chengdi.bao@enron.com, + chelsea.bardal@enron.com, corbett.barr@enron.com, + chris.behney@enron.com, chrishelle.berell@enron.com, + craig.breslau@enron.com, charles.brewer@enron.com, + chad.bruce@enron.com, clara.carrington@enron.com, + carol.carter@enron.com, cecilia.cheung@enron.com, + carol.chew@enron.com, craig.childers@enron.com, + celeste.cisneros@enron.com, chad.clark@enron.com, + christopher.cocks@enron.com, 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jim.newgard@enron.com, + jennifer.nguyen@enron.com, h..nguyen@enron.com, + joseph.nieten@enron.com, jeff.nogid@enron.com, ina.norman@enron.com, + l..nowlan@enron.com, john.oljar@enron.com, john.paliatsos@enron.com, + jeffery.parker@enron.com, joe.parks@enron.com, + jessie.patterson@enron.com, julie.pechersky@enron.com, + ingrid.petri@enron.com, james.post@enron.com, joe.quenet@enron.com, + ina.rangel@enron.com, jeanette.reese@enron.com, + jay.reitmeyer@enron.com, y..resendez@enron.com, + jeff.richter@enron.com, jennifer.riley@enron.com, + jim.robertson@enron.com, isaac.rodriguez@enron.com, + jeff.royed@enron.com, jane.saladino@enron.com, + julie.sarnowski@enron.com, john.scarborough@enron.com, + jeff.skilling@enron.com, imran.syed@enron.com +Subject: Solar Migration - Third Notice - Time Change!!!!! +Cc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, + richard.burchfield@enron.com, clement.charbonnet@enron.com, + randy.matson@enron.com, bob.mcauliffe@enron.com, jim.ogg@enron.com, + wilford.stevens@enron.com, mable.tang@enron.com, + malcolm.wells@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, + richard.burchfield@enron.com, clement.charbonnet@enron.com, + randy.matson@enron.com, bob.mcauliffe@enron.com, jim.ogg@enron.com, + wilford.stevens@enron.com, mable.tang@enron.com, + malcolm.wells@enron.com +X-From: Ambrocik, Bob +X-To: Adams, Aaron , Agudelo, Ana , Akhave, Billie , Ambrocik, Bob , Anderson, Bridgette , Armstrong, Aaron , Aubuchon, Bryan , Aucoin, Berney C. , Ayyat, Ashraf , Bajwa, Bilal , Baker, Briant , Balasundaram, Arun , Balmaceda, Andres , Barnett, Angela , Barschkis, Andreas , Bartarya, Amit , Baxter, Bryce , Beale, Antoinette , Beltri, Angeles , Berutti, Aaron , Bundscho, Amy , Burch, Bryan , Burgess, Aliza , Burns, Andrew , Caldwell, Adam , Campos, Anthony , Cassel, Brenda , Cavazos, Amy , Chan, Betty , Charania, Aneela , Chavez, Alejandra , Chen, Angela , Chi, Benjamin , Chun, Andy , Conner, Andrew R. , Cook, Audrey , Cook, Barbara , Couch, Brooklyn , Cowan, Beth , Crane, Bob , Critchfield, Bryan , Dahanayake, Bernard , Dahlke, Andrea , Davis, Brian , Deluca, Bryan , Dey, Bali , Dhansinghani, Ajit , Dhar, Amitava , Diebner, Bradley , Docwra, Anna M. , Doran, Bill , Engberg, Alan , Eoff, Brian , Evans, Brian , Farooqi, Ahmad , Fogarty, Brian , Fogherty, Brian , Ford, Allan , Fortney, Bill , Fraser, Bridget , Frihart, Bryant , Fuller, Alex , Garg, Alok , Giddings, Brenda , Gillis, Brian , Gosalia, Amita , Greenizan, Bill , Guerrero, Alisha , Guillen, Andrea R. , Ha, Amie , Hagelmann, Bjorn , Haque, Ahmed , Hare, Bill D. , Harris, Bruce , Hawthorn, Andrew , Hendon, Brian , Herod, Brenda F. , Hill, Andrew , Hill, Anthony , Honore, Alton , Horn, Brad , Hull, Bryan , Jackson, Alton , Jang, Aaron , Johnston, Brent , Jones, Amy , Kefalas, Bill , Khaleeq, Bilal , Khanijo, Akhil , Khuri, Basem , Kinsella, Bob , Kollaros, Alexios , Krcha, Amanda , Kumar, Arvindh , Lakes, Beverly , Lal, Amit , Langfeldt, Andrea , Lari, Bryan , Larkin, Brian , Lewis, Andrew H. , Liknes, Angela , Lockman, Ben , Lopez, Blanca A. , Luc, Albert , Luong, Anita , Macdonald, Anthony , Majorwitz, Buddy , Martin, Amanda , Martin, Arvel , McCrory, Bob , McCulloch, Angela , Mckay, Brad , Mendez, Adriana , Mendez, Angela , Mends, Anthony , Metry, Adam , Miles, Andrew , Mills, Bruce , Morse, Brad , Moth, Andrew , Neves, Brenna , Oliveira, Brandon , Ornelas, Bianca , Osire, Ann , Ozcan, Banu , Pandya, Bhavna , Patton, Anita K. , Pearce, Barry , Pehlivanova, Biliana , Perez, Agustin , Petersen, Bo , Peterson, Adriana , Pham, Binh , Plager, Adam , Pollard, Al , Potter, Andrew , Potter, Brian , Price, Brent A. , Psenda, Battista , Rajaram, Aparna , Ramakotti, Anand , Reed, Andrea V. , Ring, Andrea , Romero, Araceli , Saenz, Angela , Santucci, Anna , Schmidt, Ann M. , Schultz, Amanda , Sexton, Anthony , Shimelis, Anteneh , Siddiqi, Asif , Solis, Alicia , Stevens, Adam , Tartakovski, Alex , Trabulsi, Alfonso , Tudor, Alexandru , Tyrrell, Adam , Vakharia, Adarsh , Walker, Andy , Wong, Alex , Worthing, Ashley , Wright, Alan , Zeman, Angie , Zipper, Andy , Abel, Chris , Amerson, Cella , Balfour-Flanagan, Cyndie , Bao, Chengdi , Bardal, Chelsea , Barr, Corbett , Behney, Chris , Berell, Chrishelle , Breslau, Craig , Brewer, Charles , Bruce, Chad , Carrington, Clara , Carter, Carol , Cheung, Cecilia , Chew, Carol , Childers, Craig , Cisneros, Celeste , Clark, Chad , Cocks, Christopher , Connelly, Chris , Connolly, Christopher , Constantine, Chris , Daniel, Christopher , Dawes, Cheryl , De La Torre, Cathy , Dean, Clint , Dinh, Christine , Dunnett, Claire , Emrich, Chuck , Essig, Carol , Evans, Casey , Figueroa, Chris , Foster, Charlie , Fox, Craig A. , Frank, Carole , Fricker, Charlene , Funk, Christopher , Garcia, Clarissa , Gaskill, Chris , Gawiuk, Carlee , Germany, Chris , Gilley, Carolyn , Glaas, Chris , Godward, Christopher , Gramlich, Chad , Gunn, Cephus , Henriquez, Cybele , Herring, Coreen , Hoang, Charlie , Holt, Chris , Horn, Cindy , Hudler, Cindy , Hyde, Crystal , Ihrig, Chad , Irvin, Cindy , Jackson, Colin , Jiang, Charlie , Joplin, Craig , Kowdrysh, Carol , Kwan, Connie , Landry, Chad , Raja, Biral , Reid, Brooke , Reves, Brant , Reyna, Beatrice , Richter, Brad , Rivera, Bryan , Rodriguez, Bernice , Romine, Brad , Rudy, Bruce , Sandberg, Blair , Sargent, Barbara , Smith, Bruce , Snyder, Brad , Spector, Brian , Steinbrueck, Brian , Tessandori, Bobbi , Tiner, Brent , Tycholiz, Barry , Vaughan, Beth , Wachtendorf, Brandi , Wax, Brandon , Weidman, Barbara , Wesneske, Brian , White, Bill , Whitman, Britt , Whittingham, Beverley , XTrain01 , XTrain02 , XTrain03 , XTrain04 , XTrain05 , XTrain06 , XTrain07 , XTrain08 , XTrain09 , XTrain10 , Agarwalla, Dipak , Aguilar, Darrell , Andel, Diana , Anderson, Derek , Anderson, Diane , Bailey, Derek , Bates, Don , Baughman Jr., Don , Baumbach, David , Benevides, Dennis , Berberian, David , Black, Don , Brackett, Debbie R. , Brown, Daniel , Castagnola, Daniel , Cioffi, Diana , Clark, Danny , Coleman, David , Collins, Dustin , Cox, David , Crelin, Daniele , Cummings, Dan , Davies, Derek , Davis, Dana , Delage, Darren , Delainey, David , LeBroc, Christian , Lee, Calvin , LeHouillier, Cam , Lobusch, Christy , Luttrell, Chris , Mallory, Chris , Mansfield, Carey , Mathew, Ciby , McMillian, Courtney , Mendoza, Christina , Mitchell, Carl , Moore, Castlen , Moses, Cassy , Mulcahy, Christopher , Muzzy, Charles T. , Nguyen, Carla , O'Hare, Christine , Oishi, Craig , Olson, Cindy , Ong, Chuan , Ordway, Chris , Paipanandiker, Chetan , Pendergrass, Cora , Pham, Christine , Plotkin, Chad , Potter, Chris , Rabon, Chance , Reister, Curtis , Rivers, Cynthia , Rondeau, Clayton , Sanchez, Christina , Schultz, Cassandra , Schweigart, Christopher , Seigle, Clayton , Shoup, Cynthia , Slagle, Carrie , Sloan, Chris , Smith, Dale , Sonneborn, Chris , South, Chad , Southard, Carrie , Spears, Christopher , Sprowls, Cathy , Stark, Caron , Story, S. Craig , Sullivan, Colleen , Supatgiat, Chonawee , Tackney, Conal , Torres, Carlos , Training User ID #23 , Training User ID #24 , Training User ID #25 , Training User ID #26 , Training User ID #28 , Training User ID #29 , Training User ID #30 , Unger, Chris , Vernon, Clayton , Viejou, Claire , Waingortin, Carolina , Walker, Chris , Wang, Cathy , Watts, Christopher , Wiebe, Chris , Wilkinson, Chuck , Willis, Cory , Winfrey, Christa , Wright, Claire , Yoder, Christian , Diamond, Daniel , Dietrich, Dan , Dumayas, Danthea - EI , Easterby, David , Eichinger, David , Espey, Darren , Fairley, David , Falcone, Daniel , Fisher, David , Fraylon, Damon , Fuentes, Daryll , Furey, Denise , Garrett, David - Nepco , Giron, Darron C. , Graham, Darryn , Graves, Donald , Gray, Dortha , Greenlee, Debny , Hall, Donnie , Hanslip, David , Hardy, David , Haynes, Daniel , Henson, Daniel , Hornbuckle, Danial , Hyslop, Daniel , Johnson, Doyle , Kang, Daniel , Karr, David , Kendrick, Darryl , Kenne, Dawn C. , Khandker, Dayem , Kistler, Dave , Krishnamurthy, Deepak , Leach, Doug , Lisk, Daniel , Long, Deborah , Loosley, David , Mally, David , Maxwell, David , McAllister, Debbie , McCaffrey, Deirdre , McCairns, Dan , McCauley, Damon , McGough, Dennis , McNair, Darren , Merril, Deborah , Metts, Dan , Michels, David , Miller, Douglas , Moseley, Debbie , Muthucumarana, Dishni , Myers, Donnie , Nelson, Doug , Neuner, Dale , Nicholls, Debbie , Nicholson, Desrae , Oliver, David , Paddack, Donald , Perlingiere, Debra , Plachy, Denver , Presley, Daniel , Prudenti, Dan , Quigley, Dutch , Reck, Daniel , Ricafrente, David , Ripley, Dianne , Adamo, Emily , Aucoin, Evelyn , Bass, Eric , Betzer, Evan , Boyt, Eric , Brady, Edward , Breen, Erika , Castro, Edgar , Chilkina, Elena , Cross, Edith EES , Eng, Wang Moi , Escobar, Eloy , Feitler, Eric , Garcia, Erica , Groves, Eric , Hernandez, Elizabeth L. , Hokmark, Erik , Howley, Elizabeth , Inglis, Elspeth , Kanouff, Erin , Katz, Elliott , Lenci, Enrique , Letke, Eric , Lew, Elsie , McLaughlin Jr., Errol , McMichael Jr., Ed , Metoyer, Evelyn , Moon, Eric , Navarro, Elizabeth , Neyra-Helal, Emily , Nguyen, Elaine , Obayagbona, Edosa , Perez, Eugenio , Piekielniak, Elsa , Ray, Edward , Rice, Erin A. , Sacerdote, Dean , Sacks, Edward , Saibi, Eric , Salcido, Diane , Samuelson, David , Saucier, Darla , Sawant, Darshana , Schield, Elaine , Schmidt, Darin , Scholtes, Diana , Schroeder Jr., Don , Scott, Donna , Seib, Dianne , Sewell, Doug , Showers, Digna , Simmons, Daniel , Smith, Dana , Stadnick, David , Stephens, Danielle , Surbey, Dale , Sutton, Donald , Swiber, Dianne J , Talley, Darin , Taylor, Deana G. , Taylor, Dimitri , Teague, Darrell , Tran, Dung , Truong, Dat , Umbower, Denae , Vanek, Darren , Vitrella, David J. , Watkins, Darrel , Wile, David , Williamson, Darrell , Wilson, Derek , Yuan, Ding , Zaccour, David , Adams, Gregory T. , Aley, Graham , Allen, Geoffrey , Arana, Guillermo , Ashmore, Garrett , Babbar, Gaurav , Barkowsky, Gloria G. , Brazaitis, Greg , Breen, George , Bui, Francis , Calvert, Gray , Carlson, Greg , Caudell, Greg , Cernosek Jr., Frank , Chang, Fran , Chapa, George , Cohagan, Fred , Couch, Greg , Dayvault, Guy , Dillingham, Geynille , Dunbar, Graham , Economou, Frank , Emesih, Gerald , Ermis, Frank , Fortunov, Gallin , Freshwater, Guy , George, Fraisy , Gilbert, George N. , Gilbert, Gerald , Gilmour, Grant , Gonzales, Francis , Gonzalez, Gabriel , Grant, George , Guenther, Geoff , Guo, Gloria , Gupta, Gautam , Hayden, Frank , Hickerson, Gary , Hogan, Irena D. , Hoogendoorn, Frank , Hopley, George , Huan, George , Johnson, Greg , Justice, Gary , Karbarz, Frank , Kettenbrink, Gail , Kubove, George , Kudhail, Gurmeet , Lagrasta, Fred , Landau, Georgi , LaVallee, Gina , Law, Gary , Lind, Gregory , Mithani, Farid , Mitro, Fred , Negrete, Flavia , Newman, Frank G. , Prejean, Frank , Presentation, Gas Control , Qavi, Faheem , Rank, Sabina , Scott, Eric , Shaw, Eddie , Shim, Elizabeth , Simpson, Erik , Su, Ellen , Taylor, Fabian , Tow, Eva , Vicens, Emilio , Wallumrod, Ellen , Watts, Ebony , Webb, Elizabeth , Wetterstroem, Eric , Willis, Erin , Zoes, Florence , Alon, Heather , Amiry, Homan , Arora, Harry , Benjelloun, Hicham , Bertram, Hal , Chen, Hai , Connett, Hugh , Cooke, Ian , Cubillos-Uejbe, Humberto , Daryanani, Honey , Dunton, Heather , Elrod, Hal , Estrada, Israel , Gerry, Heidi , Goh, Han , Greig, Iain , Hameed, Harris , Hendrickson, Hollis , Hickman, Harold , Jathanna, Hans , Kendall, Heather , Kroll, Heather , Lin, Homer , Lindley, Hilda , Liu, Ivan , Loh, Huan-Chiew , Lotz, Gretchen , Lynn, Garland , Mack III, Hillary , Mack, Iris , Maltz, Ivan , Martin, Greg , Matthys, Glenn , Mcclellan, George , Mccormick, George , McCumber, Gary , McKinney, Hal , Mendoza, Genaro , Mirza, Husnain , Monroy, Gabriel , Moreira, Hugo , Nemec, Gerald , Nguyen, George , Ogunbunmi, Hakeem , Oo, Hla Myint , Padavala, Giri , Patterson, Grant , Pentakota, Govind , Purcell, Heather , Rivas, George , Rogers, Glenn , Saluja, Gurdip , Savage, Gordon , Schockling, Gregory , Sharp, Gregory R (EGM) , Shively, Hunter S. , Shore, Geraldine , Simpson, George , Snyder, Horace , Solis, Gloria , Stadler, Gary , Steagall, Gregory , Storey, Geoff , Subramaniam, Gopalakrishnan , Tan, Gladys , Taylor, Gary , Tholen, Gail , Trefz, Greg , Tripp, Garrett , Whalley, Greg , Woloszyn, Gina , Wong, Hans , Woulfe, Greg , Yu, Hong , Zambrano, Gina , Allario, John , Allison, John , Althaus, Jason , Alvar, John , Andrews, Jeff , Armstrong, James , Arnold, John , Bagwell, Jennifer J , Ballentine, John , Barker, James R. , Batist, James , Bekeng, Jan-Erland , Bennett, Joel , Best, John , Biever, Jason , Blachman, Jeremy , Blaine, Jay , Bowman, John E , Brysch, Jim , Buchanan, John , Buss, JD , Casas, Joe A. , Cassidy, John , Chen, James N , Chismar, John , Cho, Jae , Choate, Jason , Choe, Joon , Cline, Jesse , Cobb, Jeff , Cobb, Julie , Cole, Jim , Cornett, Justin , Coyle, John , Crook, Jody , Cutaia, Jennifer , Cyprow, Jarrod , Day, Justin , Defenbaugh, John , Dietrich, Janet , Disturnal, John , Doan, Jad , Dua, Jatinder , Errigo, Joe , Espinoza, Javier , Fallon, Jim , Fayett, Juana , Ferrara, Julie , Fischer, Jason , Forney, John M. , Fraser, Jennifer , Galan, Joseph M. , Gamblin, Jeff , Garvey, Jason , Godbold, John , Gordon, Joe , Goughary, Jim , Grass, John , Greene, John , Griffith, John , Gualy, Jaime , Guan, Julie , Guerra, Jesus , Harding, Jason , Hayes, John , Heinlen, Jonathan , Helton, Jenny , Henderlong, Jon , Henderson, John , Hernandez, Judy , Hess, Jurgen , Hewes, Joanna P , Hirl, Joseph , Hodge, John , Hoff, Jonathan , Homco, Jim , Hopson, Jill , Horne, Jonathan , Huff, Jeff , Hungerford, James , Hunter, Julia , Hunter, Larry Joe , Husain, Karima , Jackson, Jeffrey , Jacobsen, John , Jahnke, John , Jessop, Jaimie , Ji, Jie , Johnston, Jamey , Jordan, Jay , Joyce, Jane , Kaiser, Jared , Kaniss, Jason , Khanani, Junaid , Kilgo, Jason , Kimbrough, Jona , King, Jeff , Kinser, John , Knoblauh, Jay , Kratzer, John , Latham, Jenny , Lee, Jennifer , Lennard, Jonathan , Leo, Johnson , Lewis, Jeff , Lieskovsky, Jozef , Liu, Jim , Lyons, Jeff , Martin, Ingrid , Martin, Jabari , Massey II, John , Mckay, Jonathan , Mcnair, Jason , McPherson, John , Mills, Jana , Molinaro, Jeffrey , Moore, Jerry Thomas , Morse, Jana , Mrha, Jean , Munoz, John , Newgard, Jim , Nguyen, Jennifer , Nguyen, John H. , Nieten, Joseph , Nogid, Jeff , Norman, Ina , Nowlan Jr., John L. , Oljar, John , Paliatsos, John , Parker, Jeffery , Parks, Joe , Patterson, Jessie , Pechersky, Julie , Petri, Ingrid , Post, James , Quenet, Joe , Rangel, Ina , Reese, Jeanette , Reitmeyer, Jay , Resendez, Isabel Y. , Richter, Jeff , Riley, Jennifer , Robertson, Jim , Rodriguez, Isaac , Royed, Jeff , Saladino, Jane , Sarnowski, Julie , Scarborough, John , Skilling, Jeff , Syed, Imran +X-cc: Bhagat, Sanjay , Blanco, Alicia , Coles, Frank , Croucher Jr, Mike , DeRidder, Adam , Goebel, Jon , James, Matthew , Morehead, Lee , Rimoldi, Anthony , Rockwell, Jason , Uribe, Carlos , Wang, John , Wolf, Mark , Burchfield, Richard , Charbonnet, Clement , Matson, Randy , McAuliffe, Bob , Ogg, Jim , Stevens, Wilford , Tang, Mable , Wells, Malcolm +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + During the weekend of October 6 and 7, 2001 the Enterprise Storage Team will be migrating all production users off the current hardware (Solar) that houses their home and application directories (no production databases are affected, but client software will be) to new hardware. + + This migration requires a total system outage of approximately 6 hours. The outage will occur Saturday night - beginning at 7:00 PM and will last until Sunday morning at 1:00 AM. All users will need to be logged off during this time period. + In order to validate the migration, production users need to test access to their home directories and applications on Sunday, October 7, 2001. If you do you experience any difficulties after the migration with access to home directories or applications, please call the resolution center at 713 853-1411. The resolution center will notify the appropriate resources. + + The following attachment is a list of the mount points affected. + + +Bob Ambrocik +Enterprise Storage Team +EB 3429F +x5-4577 +bob.ambrocik@enron.com" +"arnold-j/deleted_items/320.","Message-ID: <22842527.1075852699074.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 07:55:51 -0700 (PDT) +From: ravi.thuraisingham@enron.com +To: john.arnold@enron.com +Subject: RE: Neural Networks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Thuraisingham, Ravi +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, I dropped by yesterday and it looked like your meeting went over. I can drop by after market today or monday. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 5:58 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +Any time tomorrow afternoon around 3 or 4:45 to discuss? +" +"arnold-j/deleted_items/321.","Message-ID: <18098632.1075852699098.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 14:11:52 -0700 (PDT) +From: ravi.thuraisingham@enron.com +To: john.arnold@enron.com +Subject: RE: Neural Networks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Thuraisingham, Ravi +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Yes, I can come by your floor around 5. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 17, 2001 4:08 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +do you have any time today around 5? + + -----Original Message----- +From: Thuraisingham, Ravi +Sent: Friday, October 12, 2001 9:56 AM +To: Arnold, John +Subject: RE: Neural Networks + +John, I dropped by yesterday and it looked like your meeting went over. I can drop by after market today or monday. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 5:58 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +Any time tomorrow afternoon around 3 or 4:45 to discuss? +" +"arnold-j/deleted_items/322.","Message-ID: <12787075.1075852699120.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 14:07:34 -0700 (PDT) +From: jeanie.slone@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Slone, Jeanie +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +better get used to it. its our world, you're just renting space and paying bills. + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 17, 2001 4:06 PM +To: Slone, Jeanie +Subject: RE: + +me, me, me....you girls are all the same + + -----Original Message----- +From: Slone, Jeanie +Sent: Tuesday, October 16, 2001 4:58 PM +To: Arnold, John +Subject: + +hey stupid-it is almost yr-end. please do your mid-year reviews or i'm never going to squeeze limes for you again. + + i can't believe i've been reduced to pathetic begging and empty threats. you're killing me." +"arnold-j/deleted_items/323.","Message-ID: <29790773.1075852699158.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 14:39:11 -0700 (PDT) +From: courtney.votaw@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Votaw, Courtney +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +USA: Enron seen facing long road to restore confidence. +Reuters English News Service, 10/17/01 +USA: UPDATE 1-RTO seen key to boosting New England power supply. + Reuters English News Service, 10/17/01 + +Enron Seeks Replacement For AGA's Gas Storage Report +Dow Jones Energy Service, 10/17/01 + +Financial Post: News +Earnings: A Few Bright Spots in the Shadows Yesterday's earnings +National Post, 10/17/01 + +Bush to Nominate Kelliher to Open FERC Seat, White House Says +Bloomberg, 10/17/01 + +Energy Regulators May Loosen Price Caps on Western Power Sales +Bloomberg, 10/17/01 + +Enron Faces Questions Over Limited Partnerships, WSJ Reports +Bloomberg, 10/17/01 + +USA: Enron seen facing long road to restore confidence. +By Andrew Kelly + +10/17/2001 +Reuters English News Service +(C) Reuters Limited 2001. +HOUSTON, Oct 17 (Reuters) - Enron Corp. moved in the right direction by releasing more detailed financial data and tackling problems at peripheral businesses, but the energy giant still has a way to go to make Wall Street happy, analysts said Wednesday. +Enron, North America's biggest buyer and seller of natural gas and electricity, reported its first quarterly loss in more than four years on Tuesday. The company took $1.01 billion in charges and writedowns on ill-fated investments, measures Enron executives said credit rating agencies were comfortable with. +UBS Warburg analyst Ronald Barone said on Wednesday he was ""not thrilled"" by the announcement during a conference call to discuss third-quarter earnings. And for good reason. +Moody's Investors Service subsequently issued a statement saying it had placed all of Enron's long-term debt obligations on review for a possible downgrade. +""There appears to be much more work ahead before the lingering credibility issues that have vexed this company in the past are fully resolved,"" Barone said. +The writedowns on poorly performing assets and a more detailed breakdown of the company's operations went some way to appeasing Wall Street after a tumultuous year in which Enron's stock lost about two-thirds of its value, but analysts said they were not about to let Enron off the hook just yet. +Bear Stearns analyst Robert Winters said he remained concerned about Enron's quality of earnings and cash flow. +Winters said he believed Enron would have liked to take even bigger charges and writedowns, but was unable to do so without putting its credit ratings at risk, which could adversely affect some of the company's financing arrangements. +""Problem assets and overvalued assets on the balance sheet remain, particularly overseas,"" he said. +One such asset is Enron's 65 percent stake, valued at $1 billion, in the Dabhol power plant project in India, which has been stalled because of a long-running payments dispute with its only customer, a local utility company. +Enron's stock closed down $1.64, or 4.85 percent, at $32.20 on Wednesday. +For the year to date the stock is down about 61 percent, underperforming the Standard & Poor's utilities index , which has fallen some 24 percent over the same period. +Enron was a Wall Street favorite last year when its stock posted a gain of 87 percent, driven by enthusiasm for the company's broadband plans and the success of its EnronOnline Internet energy and commodity trading platform. +But the stock has fallen sharply this year as sentiment toward broadband soured, new chief executive Jeff Skilling resigned after just six months in the job and wrangling continued over the Dabhol power plant project. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: UPDATE 1-RTO seen key to boosting New England power supply. +By Scott DiSavino + +10/17/2001 +Reuters English News Service +(C) Reuters Limited 2001. +NEW YORK, Oct 17 (Reuters) - Energy companies said the future development of new power plants and transmission lines in the U.S. Northeast hinges, in part, on setting up a Northeast Regional Transmission Organization (RTO). +RTOs are predominantly for-profit groups established to bring all of a region's high-voltage transmission lines under central control while ensuring equal access to the lines to all power suppliers seeking to market their goods across the grid. +The Federal Energy Regulatory Commission (FERC), which oversees the interstate wholesale power market, believes RTOs will benefit consumers by enhancing competition among power providers, in turn improving service and driving down rates. +""If FERC can drive the Northeast RTO to closure in a reasonable period of time, it will accelerate the development of new transmission and generation,"" Enron Corp.'s managing director of global government affairs, Rick Shapiro, told Reuters. +Houston-based Enron is the nation's top energy marketer. +""How and when the RTO gets implemented will radically impact the market. It's crucial to the development of the market in New England,"" Mirant Corp. spokesman Ray Long told Reuters. +Energy provider Mirant, of Atlanta, has 1,400 megawatts (MW) of generation in New England. The company is currently adding another 700 MW to its Canal station in Massachusetts. +""Once we get the permits for Canal, we will reassess whether to proceed with the project. A big part of that assessment will depend on the RTO process,"" Long said. +THE NORTHEAST RTO +FERC wants to see four super-regional RTOs created in the U.S. - in the Northeast, Midwest, Southeast and West. +Several regions have taken long strides toward developing RTOs, including a not-for-profit model proposed in the Midwest and rival for-profit plans vying for FERC approval in the West. +FERC Chairman Patrick Wood, seeking to spur the development of RTOs, favors giving utilities until Dec. 15 to join one or forfeit their right to sell electricity in the wholesale market, though the commission has not voted on this plan. +The Northeast RTO will include New England, New York, the Pennsylvania-New Jersey-Maryland (PJM) region and possibly parts of eastern Canada. +FERC said it wants the Northeast RTO to be built on the PJM market platform and to include the best practices of the New England and New York markets. +PJM Interconnection, which operates the power grid in parts of Pennsylvania, New Jersey, Maryland, Delaware, Virginia and Washington, D.C., is the nation's only fully functioning RTO. +""The process FERC set in place to establish one RTO in PJM, New York and New England is going to get us where we need to be in terms of having a vibrant wholesale market,"" Long said. +Long said Mirant determined a single Northeast RTO would save more than $440 million annually by eliminating the ""artificial borders that now exist between New York, New England and PJM."" +An administrative law judge, acting as a mediator for FERC, considered three proposals for creating the Northeast RTO. +The three plans were proposed by interested parties, including Mirant and Enron, and the region's grid operators - the New York Independent System Operator (ISO) in New York, ISO New England in New England and PJM. +Last month, the judge asked the FERC to decide who will govern the Northeast RTO and what the timetable is to put the plan in place. The judge favored a plan put forward by the New York ISO and ISO New England. +""If FERC implements the RTO plan proposed by PJM in 2003, consumers could save $1.5 billion ... $440 million a year ... over the New York/New England plan, which would not be implemented until 2006,"" Long said. +Under the PJM plan, PJM would overlay its current market model across the entire region, while adopting some of the best practices of the other markets. +""Although nothing is perfect, PJM is widely accepted as the best market in the region. New York and New England, which are younger markets, are still works in progress with some bugs to work out,"" Enron's Shapiro said. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron Seeks Replacement For AGA's Gas Storage Report + +10/17/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) +HOUSTON -(Dow Jones)- Enron Corp. (ENE), the nation's largest natural gas trading company, isn't ready to let the regular report on U.S. natural gas storage inventory die, a company executive said Tuesday. +Because the American Gas Association has said it will discontinue its weekly gas storage report at the end of the year, Enron would like to see another organization take over the report, said John Lavorato, president and chief executive of the company's Americas Wholesale Services unit. +Speaking at a meeting with analysts, Lavorato said the storage report is important for the gas industry to keep track of industry fundamentals. +Without a regular report on storage gas inventory, the gas industry can expect less frequent but greater price changes than seen in the past, he said. +The Department of Energy's Energy Information Administration publishes monthly data on gas storage, but the information isn't as timely as data the AGA reports each Wednesday. +The EIA issued its latest gas storage report Oct. 9. It showed the amount of gas in storage at the end of July. The data comes from reports filed by operators of gas storage facilities. +It also showed estimates of the amount of gas in storage at the end of August and September. Those estimates are generated by a computer model. +Wednesday's weekly storage report from the AGA will show estimated inventory as of Oct. 12. The AGA estimate is based on reports from gas storage facilities. That data is then run through an AGA computer model to generate the report. +Lavorato said he would like to see the EIA, the Interstate Natural Gas Association of America or consultants like PIRA Energy Group, an international energy consulting firm, take over reports on storage inventory. +INGAA is an industry trade group representing gas pipeline companies in the U.S., Canada and Mexico. They manage many of the gas storage facilities. +Lavorato would like to see a new report based on data that could be audited, he said. +He said he thinks the AGA has found itself ""in the middle of something it didn't want to be in."" Originally intended for use within the gas industry, the weekly AGA report has become high-profile, and is even watched by equity markets, he said. +Some industry participants have criticized the AGA report, wondering whether it can be manipulated by companies that supply data to the AGA. Many of those companies also trade physical gas and gas futures. +When the AGA has revised storage figures from previous reports, gas prices have sometimes reacted wildly. + +-By Michael Rieke, Dow Jones Newswires; 713-547-9207; michael.rieke@dowjones.com + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +Financial Post: News +Earnings: A Few Bright Spots in the Shadows +Yesterday's earnings +National Post + +10/17/2001 +National Post +National +FP2 +(c) National Post 2001. All Rights Reserved. +Maytag Corp. reported a third-quarter net loss of US$29.7-million yesterday, but said sales of its Maytag and Amana home appliances exceeded forecasts. Net income excluding charges was US45 cents a share. +Delphi Automotive Systems Corp. said third-quarter profit fell 82%. Third-quarter profit was US$26-million, (US5 cents), a drop from US$148-million (US26 cents) in the third quarter of 2000. Revenue was US$6.23-billion, down 6%. +Enron Corp. posted a third-quarter net loss as it chopped away at a tangled balance sheet with US$1.01-billion in charges, offsetting strong returns from its core wholesale trading and marketing division. Before charges profit was up 35%. Enron reported a net loss of US$638-million (US84 cents), compared with year-earlier net income of US$271-million, (US34 cents). +Netgraphe Inc., a Montreal-based Internet company, reported higher revenue and a reduced operating loss for its first quarter. But its net loss, which included depreciation, unusual items and amortization of goodwill related to acquisitions, rose to $11.7-million, up from $10.97-million. Netgraphe is the online division of Quebecor Inc. +Tellabs Inc., a telecommunications equipment maker, reported a third-quarter plunge as revenue fell by half. The Illinois-based company's results, including charges of US$60-million, fell to a loss of US$49.47-million (US12 cents), compared with a profit of US$187.3-million (US45 cents) last year. +Cott Corp., the world's largest supplier of store-brand soft drinks, reported a 40% rise in third-quarter profit, as beverage volumes soared nearly 25%. For the quarter ended Sept. 29, Toronto-based Cott, with annual sales of nearly US$1-billion last year, said it made a profit of US$11.1-million (US16 cents) up from a profit of US$7.9-million (US12 cents) in the previous year's quarter. Sales during the quarter rose 15% to US$302.5-million from US$263.5-million in the year-ago period. +Kraft Foods Inc. saw earnings rise 24% in the third quarter, its second as a public company. It earned US$522-million (US30 cents), compared with US$420-million (US24 cents) on a pro-forma basis, a year ago. Revenue slipped to US$8.06-billion from US$8.11-billion a year earlier. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +Bush to Nominate Kelliher to Open FERC Seat, White House Says +2001-10-17 16:09 (New York) + +Bush to Nominate Kelliher to Open FERC Seat, White House Says + + Washington, Oct. 17 (Bloomberg) -- President George W. Bush +will nominate Joseph Kelliher, a policy adviser to U.S. Energy +Secretary Spencer Abraham, to fill the open seat on the Federal +Energy Regulatory Commission, the White House said. + +If the Senate approves Kelliher, a former Republican counsel +for the House Energy and Commerce Committee, the commission will +have its full five members for the first time since Pat Wood, +Bush's first FERC appointee, became chairman Sept. 1. + +``I hope they speed him through the process,'' said +Commissioner Nora Brownell, a Republican who was appointed by Bush +earlier this year. ``He is a thoughtful person who knows how to +work through issues.'' + +Kelliher's nomination comes as the commission has pledged to +closely monitor and investigate abuses in the electricity and +natural gas markets and promote competition. In the next month or +so, it is due to choose which groups will run the electric power +grid around the country, an important step in deregulating the +nation's power markets. + +A former power industry lobbyist, Kelliher would fill the +opening left by the departure of Curt Hebert, a Republican +appointed by President Bill Clinton and named chairman by Bush. +Hebert left the commission Aug. 31 to join Entergy Corp. after the +White House made it clear Bush planned to make Wood the chairman. +With Kelliher, FERC will have three Republicans and two Democrats. + +``Kelliher will be a valuable final addition to the team now +working actively to finish the transition to truly competitive and +dynamic power markets,'' said the Electric Power Supply +Association, which represents competitive power sellers such as +Enron Corp. + +The commission is responsible for ensuring fair wholesale +electricity and natural gas prices. + + + +Energy Regulators May Loosen Price Caps on Western Power Sales +2001-10-17 14:59 (New York) + +Energy Regulators May Loosen Price Caps on Western Power Sales + + Washington, Oct. 17 (Bloomberg) -- Federal regulators are +considering changes to wholesale price caps on electricity in +California and 10 Western states, which power producers hope will +allow them to charge more when supplies in the region are tight. + +The Federal Energy Regulatory Commission plans a public +conference Oct. 29 to discuss altering the pricing formula. The +commission established caps in April and June, after skyrocketing +electricity costs led to insolvency for California's largest +utilities, units of PG&E Corp. and Edison International. + + ``We have heard and understand that people do think the +solution was very California-centric, and it was,'' FERC Chairman +Pat Wood said, indicating changes in the formula are likely. ``But +California's needs were very urgent at the time.'' + + While commissioners declined to say what they would be +willing to change about the pricing formula, they want to fine- +tune the caps before the winter, which is the peak period of +demand and may yet cause another jump in prices, Wood said. +Changes could be made next month. + + The current pricing formula is based on the most-expensive +power generated in California. Enron Corp., Sierra Pacific +Resources and other sellers of power to California want the +formula to consider costs from all generators in the region. + + Enron blamed the formula for a July 2 blackout in Nevada, +when sellers withheld supply because local prices were too low +based on the highest cost of supply then being offered in +California. + + Lower Power Costs + + Though the cost of wholesale power in California has dropped +since the commission ordered the first emergency cap on April 25, +Wood said the Western states may face another shortage of power +and high prices this winter. + + The Pacific Northwest depends on hydropower for much of its +energy needs, and rainfall has been below normal this year. Part +of the shortfall in power last year and early this year was the +result of a drought that reduced power available from dams. + + ``I remain concerned about that part of the country,'' Wood +said. ``It has not been raining a whole lot out there.'' + + The average price for a megawatt-hour at the California- +Oregon border in September was $24.91, down from $313.70 in April. +A megawatt-hour is enough electricity to power about 750 average +California homes for an hour. + + On the agenda for this month's conference is a proposal to +link the formula to the price of natural gas, a fuel used in many +generating plants. + + ``I'm not predisposed for or against specific changes,'' said +FERC Commissioner Nora Brownell. The Oct. 29 conference will help +the commission determine aspects of the price control that the +parties involved agree are working and those that are not, she +said. + + Surcharge + + In a related matter, the commission also may halt the 10 +percent surcharge it permits generators to charge in California to +cover the costs of collecting bad debt. The insolvent California +utilities now have plans to pay off their debts. + + For power sellers in the West, the current price caps often +require utilities to sell their excess power at a loss, Enron, +Sierra Pacific and other marketers said in statements to the +commission. They said the price they sometimes pay for power is +higher than the cost of supply from the most-expensive producer in +California. + + ``The determination of the proxy price should not be limited +to California generators,'' Enron said in a government filing. It +should be ``determined by the least-efficient generator in the +entire West.'' + + Power marketers also should be allowed to recover +``justifiable costs above the proxy prices,'' Enron wrote. + + California officials had demanded the price controls after +PG&E's Pacific Gas & Electric and Edison's Southern California +Edison racked up more than $14 billion in power-buying losses. + + The caps were extended to other Western states -- Oregon, +Washington, Arizona, Nevada, Wyoming, New Mexico, Colorado, +Montana, Idaho and Utah -- in June because some said generators in +the West could simply get around the cap by selling outside +California when prices were higher elsewhere. The caps don't +expire until Sept. 30, 2002, though they can be changed. + + California said before the price cap was extended to other +states that it sometimes had to outbid buyers in neighboring +states at prices above the caps to buy enough electricity to avoid +blackouts. + + On July 2, Sierra Pacific cut supplies to 10,000 customers +for 45 minutes when temperatures soared and three power plants +were idled. It couldn't buy 50 megawatts of power in the spot +market, partly because of suppliers' concerns with the federal +cap, company spokesman Paul Heagan said at the time. + + +Enron Faces Questions Over Limited Partnerships, WSJ Reports +2001-10-17 10:11 (New York) + + + Houston, Oct. 17 (Bloomberg) -- Enron Corp. is facing +questions over agreements with two limited partnerships run by its +chief financial officer, Andrew Fastow, the Wall Street Journal +reported. + + Fastow set up LJM Cayman LP and LJM2 Co-Investment LP with +the approval of Enron's board. The partnerships have engaged in +billions of dollars of complex hedging transactions with Enron +involving company assets and Enron stock, the paper said. It isn't +clear from U.S. Securities and Exchange Commission filings what +Enron received in return. + + Enron said about $35 million of its $1.01 billion charge +reported yesterday was connected with the partnerships and +involves the ``early termination ... of certain structured finance +arrangements,'' the paper said. Chief Executive Officer Kenneth +Lay said in an earlier interview that related transactions +involving top managers aren't unusual, the paper said. + + According to the arrangement, the general partner, made up of +Fastow and at least one other Enron employee, received a +management fee of as much as 2 percent annually of the total +amount invested, the paper said, citing the LJM2 offering +document. Fastow declined to comment, the paper said. +" +"arnold-j/deleted_items/324.","Message-ID: <27852151.1075852699183.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 19:08:43 -0700 (PDT) +From: wall_street_journal@xmr3.com +To: jarnold@ect.enron.com +Subject: Special Thank You Opportunity From The Wall Street Journal +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: The Wall Street Journal @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + =20 + +[IMAGE] Dear John Arnold, You have been a loyal subscriber to The Wall= + Street Journal and we appreciate your continued interest. We would like to= + express our appreciation with a special 50% savings offer on Barron's, our= + leading business and financial weekly. We are providing this additional va= +lue to your Wall Street Journal subscription to say ""Thank You!"" To take a= +dvantage of this special offer visit: http://subscribe.wsj.com/uptofifty = + You'll save Up To 50% on: 13 Weeks for $29.50 (save 35% vs. $45.50 news= +stand price) 52 Weeks for $91 (save 50% vs. $182 newsstand price) Barr= +on's single-minded purpose is to leave readers prepared to cope with the ma= +rket's twists and turns and poised to profit from them. Coming soon will b= +e a new pullout section called Technology Week, which will provide readers = +with an intense focus on this all important market sector. In the coming we= +eks, Barron's will produce a number of special features including: Mutual = +Funds Quarterly Report Best Web Sites For Investors Investing in the Vi= +rtual Office Hottest New Stocks of 2001 For its readership, Barron's is = +""News Before The Market Knows"". Every subscription comes with a money back = +guarantee. Regardless of your decision, we look forward to continuing to se= +rve your business, financial and investment needs for many years to come. = +Sincerely, Thomas G. Hetzel Vice President, Circulation [IMAGE] =09 + + +This message is being sent by The Wall Street Journal. +You received this e-mail as a valued subscriber of The Wall Street Journal.= + Occasionally, we use e-mail for fast, paperless communications with our cu= +stomers. If you do not wish to receive these notices in the future, pleas= +e visit our Web site at:=20 +http://subscribe.wsj.com/cgi-bin/go.cgi?ID=3DEJ&A=3D022498725121=20 +and indicate your preferences." +"arnold-j/deleted_items/325.","Message-ID: <26780664.1075852699227.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 16:43:20 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/17/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/17/2001 is now available for viewing on the website." +"arnold-j/deleted_items/326.","Message-ID: <3478400.1075852699254.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 15:25:35 -0700 (PDT) +From: quicken_team@email.quicken2002.com +To: jarnold@ees.enron.com +Subject: Financial Tools for Today's Economy +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Quicken Team @EES +X-To: JENNIFER ARNOLD +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + [IMAGE] [IMAGE] [IMAGE] =09 + [IMAGE] Dear JENNIFER ARNOLD, If you're like many of us, economic sec= +urity is now more important than ever. Quicken + 2002 Deluxe delivers new features designed to help you continue working t= +oward your financial goals in the current economy. We know you're busy, so= + we designed them to be easy-to-learn and time-saving to use. Upgrade toda= +y and shipping and handling is FREE. Plus, you'll save $20.00 off the reg= +ular price of $59.95 with the special previous-user, mail-in rebate coupon= + included in your software shipment.* To order today, go to www.shopquic= +ken.com/savings and enter your Preferred Customer Priority Code 1593331 o= +n the ""Billing and Shipping"" page. New account-management features help y= +ou build a financial cushion. Careful monitoring of income and expenses = +can help you increase your savings. New Automatic Categorization improves = + your tracking efficiency by categorizing your transactions automatically = +as you enter them. You can then run even more accurate reports to analyze = +your spending patterns. With the new Step-by-Step Budgeting tool, you can = +quickly create a budget based on past transactions or build one from scra= +tch to help you control your household spending. And features like the = +improved One Step Update** and Automatic Reconcile** of your online accoun= +ts save you time and give you a fast and accurate read on your financial = +situation. New tax tools feature the new tax laws and are updated with th= +is year's tax rates. It's important to upgrade now because tax rates in = +earlier versions of Quicken are, of course, obsolete due to the new tax la= +ws -- and saving money on taxes depends on careful planning with up-to-da= +te tools. Quicken 2002 includes the latest rates and supports the new laws= +. The new Tax Implications View gives you insight into how different inve= +stment holding periods could impact your taxes and the improved Capital Ga= +ins Estimator now covers loss-carryovers, employee stock options and purch= +ase plans. Improved tax forecasting, Tax Withholding Estimator, and trans= +fer of Quicken data to TurboTax + are included. Assess your asset mix so you can take action. The new Po= +rtfolio Analyzer helps you evaluate where your portfolio stands and what s= +teps you could take to optimize it. You'll get helpful advice you can act = +on for your holdings, performance, asset allocation and more -- all in one= + easy step. Also, now Quicken 2002 Deluxe makes it easier to set up inves= +tment accounts, supports decimal-based pricing and includes improved supp= +ort for bonds, short sales, and other alternatives to stocks. Plus, you'l= +l find over 90 performance indicators in the Portfolio View, one-click acc= +ess to investment research, as well as valuable investment alerts via e-ma= +il or wireless Web.** Quicken 2002 Deluxe brings together more of the too= +ls you need to respond to the changing economic landscape. Don't wait, use= + your Preferred Customer Priority Code to order online and get Quicken 20= +02 Deluxe for Windows for only $39.95 after your previous-user, mail-in re= +bate.* Order today and shipping and handling is FREE! Place your order t= +oday at www.shopquicken.com/savings and enter your Preferred Customer Pri= +ority Code 1593331 on the ""Billing and Shipping"" page. Sincerely, The Q= +uicken Team *Rebate is for previous Quicken users only. Complete rebate d= +etails can be found by clicking the link above. Offer valid through Nove= +mber 30, 2001. **NOTE: Terms, conditions, pricing, special offers, featur= +es and service options subject to change without notice. Internet access = +required for all online features. Service fees may apply. Online banking a= +nd online bill pay are subject to application approval; services and fees,= + if any, may vary by participating financial institutions. ? 2001 Intuit= + Inc. Quicken and Intuit are registered trademarks of Intuit Inc. Quicken.= +com is a trademark of Intuit Inc. All other trademarks are the sole proper= +ty of their respective owners. Need help in placing your order? Call 1-8= +00-366-0543 Monday through Friday, from 6 am-6 pm, Pacific Time, and menti= +on Priority Code 1593331. =09 + [IMAGE] [IMAGE] IMPORTANT: Intuit respects the personal nature of e-mai= +l communication. Every effort is made to offer only information that may be= + of value to you or your business. If you do not wish to receive marketing= + e-mail from Intuit in the future, please click here . If you would like = +to change your e-mail address in our database, please click here . This e-= +mail was sent to the following address: jarnold@ees.enron.com DLXF [IMA= +GE] =09 +" +"arnold-j/deleted_items/327.","Message-ID: <9663777.1075852699331.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 15:14:28 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/17/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/17/2001 is now available for viewing on the website." +"arnold-j/deleted_items/328.","Message-ID: <15652123.1075852699353.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 05:28:16 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: Natural Gas Market Analysis for 10-18-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find the Natural Gas Market Analysis for today. + +Thanks, +Mark + - 10-18-01 Nat Gas.doc " +"arnold-j/deleted_items/329.","Message-ID: <32044450.1075852699377.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 05:17:09 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts and matrices as hot links 10/18 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude26.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas26.pdf + +Distillate and Unleaded to follow. + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG26.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG26.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL26.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/33.","Message-ID: <14010884.1075852689211.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 14:53:21 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron to Scale Back European Operations, But Says It Won't Cut U.S. Payrolls +Dow Jones Business News, 10/04/01 +Enron Seeks To Cut Staff In Europe By 5%-10% +Dow Jones Energy Service, 10/04/01 +Acquisition Speeds Select Energy's Northeast Growth-Exec +Dow Jones Energy Service, 10/04/01 +Pacific NW Lawmakers Gear Up To Oppose FERC RTO Mandate +Dow Jones Energy Service, 10/04/01 +USA: NewPower signs up 50,000 new electric users in Texas. +Reuters English News Service, 10/04/01 +States protest federal involvement in electricity competition, deregulation +Associated Press Newswires, 10/04/01 + + + +Enron to Scale Back European Operations, But Says It Won't Cut U.S. Payrolls + +10/04/2001 +Dow Jones Business News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Christina Cheddar +Dow Jones Newswires +NEW YORK -- Although Enron Corp. plans to scale back its European operations, the Houston energy-trading company isn't looking to pare U.S. payrolls. +""There's nothing out of (the) ordinary planned for the rest of the business,"" said company spokeswoman Karen Denne. ""We are continuing to hire in the businesses most rapidly growing."" +Those growing businesses include Enron Wholesale Services, she said. +Earlier Thursday, Dow Jones Newswires reported the company would cut between 5% to 10% of its European staff, or as many as 500 workers. +This past summer, the energy company announced staff reductions at its Enron Broadband Services division. The number of employees affected by this decision wasn't immediately available, Ms. Denne said. +Before Thursday's announcement, the company's shares were trading lower on the New York Stock Exchange. But in afternoon trading today, shares of Enron (ENE) were up $1.11, or 3.3% to $34.60. With these latest gains, the stock is now up about 40% from the three-year low of $24.46 set a week ago. +For several months, Enron shares have been under pressure as investors struggled to assess the impact of a number of negative developments, including declining energy prices, the recent and sudden departure of its chief executive, disappointing performance of its broadband unit and difficulties at its Indian power plant project. +The stock has made steady progress this week as investors shopped for bargains or were encouraged by progress Enron made in its plan to divest itself of some overseas assets. +On Wednesday, Enron announced the sale of some Indian oil and gas assets to BG Group PLC (BRG), a United Kingdom oil and gas company. +J.P. Morgan analyst Anatol Feygin said the stock also received further support by the reaffirmation of earnings forecasts at rivals Dynegy Inc. (DYN) and Aquila Inc. (ILA) in recent days. +- Write to Christina Cheddar at christina.cheddar@dowjones.com +Copyright (c) 2001 Dow Jones & Company, Inc. +All Rights Reserved + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron Seeks To Cut Staff In Europe By 5%-10% + +10/04/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +LONDON -(Dow Jones)- Enron Corp. (ENE) is looking to cut its workforce in Europe by up to 10%, or around 500 jobs, Enron Europe Chief Executive John Sherriff said Thursday. +""We have around 5,000 employees in Europe and we are seeking to cut our headcount here by between 5% and 10%, but we will aim as far as possible to achieve this through a program of voluntary severance,"" Sherriff replied in a written response to questions by Dow Jones Newswires. +The cuts are the first significant retrenchment by Enron since it arrived in Europe in 1989. Enron has been the most aggressive U.S. energy company to expand into Europe's deregulating markets, but its core energy trading businesses have been held back by the slow and piecemeal progress toward market liberalization in the E.U. +The company declined to be more specific about how far it will scale back individual product lines or coverage of certain geographical businesses. + +Enron's product range in Europe has mushroomed over the past year, continually giving rise to market talk, notably among its competitors, of overstretching itself prematurely in underdeveloped markets. +""Enron's business continues to grow in Europe in terms of traded volumes and numbers of transactions, but like any company we are constantly seeking ways to do more with less in order to maintain earnings growth,"" Sherriff said. +""It is prudent for us to keep both a close eye on our costs and to continually review the skills and resources that are available to use, to ensure that they are deployed in a way to maximize earnings,"" he added. +While trading volumes have exploded in core markets such as U.K. power trading since wholesale market reforms were introduced in March, liquidity in other products such as bandwidth, monomers and credit risk, is understood to have developed more slowly and restricted the volume growth needed to justify Enron's pure trading strategy. +Enron has been among the most prominent exponents of a new philosophy in energy markets that places far more emphasis on risk management skills than the physical ownership of assets, a radical change from the asset-heavy approach to energy that prevailed in Europe before the E.U.'s deregulation directive came into effect in 1999. +As such, it has in the last 18 months disposed of assets such as its stake in Sutton Bridge power station in England and has conspicuously refrained from buying 'brownfield' physical assets in markets such as Italy and Germany. +However, it has pursued various greenfield independent power projects and the acquisition of gas trading licenses in markets such as Spain and Italy. +-By Geoffrey T. Smith, Dow Jones Newswires; (+44 20) 7842 9260; geoffrey.smith@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Acquisition Speeds Select Energy's Northeast Growth-Exec +By Kristen McNamara +Of DOW JONES NEWSWIRES + +10/04/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -(Dow Jones)- Select Energy Inc.'s planned purchase of Niagara Mohawk Energy Marketing Inc. will speed up by a year or two the company's plans to expand its business beyond New England to the entire Northeast, Select's president said. +The acquisition stengthens Select Energy's position in New York and the Mid-Atlantic, boosting its efforts to become a regional leader in the business of managing energy supply for industrial and commercial customers and trading electricity in the region. +""We want to be the dominant player here,"" President William Schivley said in an interview with Dow Jones Newswires. ""By being the dominant player in the Northeast, we'll be considered a national player."" +Select, a unit of Berlin, Connecticut-based Northeast Utilities (NU), faces competition from national heavyweights like Enron Corp. (ENE), Duke Energy (DUK), AES Corp. (AES) and Exelon Corp. (EXC). +Select Energy announced an agreement Tuesday to purchase the wholesale and retail energy sales unit of Syracuse, New York-based Niagara Mohawk Holdings Inc. (NMK), which is active in the Mid-Atlantic and New York power markets. +Integration plans aren't firm, but Select Energy will work with Niagara Mohawk executives to identify best practices from both companies, Schivley said. +The companies aim to have a transition plan ready by the time federal energy regulators rule on the combination. Select Energy has said it plans to keep Niagara Mohawk's Syracuse office open. +The company won't release the terms of the deal until it closes, which is expected in late November. +Select has annual revenues of about $2.5 billion. Niagara Mohawk Energy Marketing had revenues of $635 million in 2000. +Select Energy is still looking at further acquisitions of trading operation and generating assets in New York and the Mid-Atlantic, Schivley said. +""This is more than just window shopping,"" Schivley said. ""We are actively seeking out hard assets."" +The company isn't interested, however, in the two other unregulated units Niagara Mohawk is looking to sell in advance of its acquisition by National Grid Group PLC (NGG), he added. +Within the next three to five years, more and more large companies are likely to start outsourcing management of their energy needs, especially as those needs become more complicated, Schivley said. Energy, along with labor and raw materials, are companies' three biggest expenses, he said. +""We're trying to grow this business by leaps and bounds,"" Schivley said. ""We've taken a giant step in New York. All the products we offer will be expanded dramatically and increased to a number that, without the acquisition, would have taken us a year or two to get to."" +-By Kristen McNamara, Dow Jones Newswires; 201-938-2061; kristen.mcnamara@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Pacific NW Lawmakers Gear Up To Oppose FERC RTO Mandate +By Bryan Lee + +10/04/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +OF DOW JONES NEWSWIRES + +WASHINGTON -(Dow Jones)- Members of the Pacific Northwest congressional delegation are gearing up in opposition to the U.S. Federal Energy Regulatory Commission's mandate for consolidation of power-grid assets in the region. +The House Northwest Energy Caucus held an informal hearing late Wednesday to air concerns of utilities and industrial consumers in the region about FERC's effort to establish a regional transmission organization, or RTO. +The lawmakers plan to follow up the hearing with a letter to FERC voicing the concerns, which largely revolve around skepticism that the RTO will result in cost savings for the region's consumers. +FERC shouldn't force an RTO on the region without first conducting a cost-benefit analysis, said Rep. Peter DeFazio, D-Ore., who is spearheading the effort. +Speaking with reporters prior to Wednesday's hearing, DeFazio complained that ""a bunch of bureaucrats"" at FERC are embracing the national power-grid agenda of Enron Corp. (ENE) without assessing the costs and regardless of ""what it does for local reliability."" +DeFazio's complaints were echoed in the testimony presented at Wednesday's hearing. +The region already enjoys an open and competitive transmission network, thanks to the federally owned Bonneville Power Administration, according to hearing testimony expressing concern that RTO West, as the RTO proposed for the region is called, will cost more to implement than it will provide in benefits. +""We are troubled that RTO West will not achieve any net benefit for end-use consumers in the Northwest,"" the Public Power Council testified. ""Although work is beginning on a cost-benefit study, we are troubled that a transmission system that has served us all well for so long will be disassembled because FERC has announced that RTOs, by definition, are good."" +""Regional transmission organizations may be necessary to remedy the transmission ills in other regions of the country, but not in the Northwest,"" declared a group of transmission-dependent utilities. +""The 'balkanization' and isolation of transmission systems that characterize most other regions is simply not present in the Northwest. For this reason, the economic power-side benefits of an RTO will be relatively small,"" said a group of aluminum producers. +Similar cost-benefit concerns have been voiced by state utility regulators in the Eastern U.S. who oppose FERC's effort to consolidate grid assets under large RTOs in the Southeast and Northeast. +'RTO Week' + +FERC Chairman Pat Wood III acknowledged the complaints Thursday, adding that he expected to address the concerns of regulators and industry during ""RTO Week"" Oct. 15, when the commission will hold five days of hearings on the commission's RTO mandate. +""I think I need the decisionmakers at the table. We've had the lawyers in the suits arguing about it for eight years now,"" Wood said at an ""energy community"" forum sponsored by Enron in Arlington, Va. +Wood told Dow Jones Newswires following his remarks at the Enron forum that FERC answered the complaints about the lack of a cost-benefit analysis at its Sept. 26 meeting. +The commission agreed to undertake a comprehensive analysis in support of its claim that RTOs will bring about operational efficiencies that will translate into consumer savings. +Wood also noted a study by Mirant Corp. (MIR), which concluded that combining the three independent system operators in the Northeast into a single RTO would produce $440 million in annual consumer benefits. +During the Enron forum, Edward Meyers, a regulator with the District of Columbia Public Service Commission, urged Wood to seek out the input of affected state regulators. +Meyers noted that he is in the minority among regulators in the region in supporting the Northeast RTO grid-consolidation, while most others oppose the effort as ""economically dangerous."" +Arnetta McRae, chairman of the Delaware Public Service Commission, told Wood that her fellow state regulators aren't so much opposed to grid regionalization but the lack of consultation by FERC. +The state regulators want ""an opportunity to be at the table,"" McRae said. If such a process were offered, there would be a lot less opposition, she predicted. +FERC is reaching out to address the concerns of state regulators, Wood said, adding that he was ""blindsided"" by the opposition among state regulators to FERC's grid-consolidation mandate. +Later in the day, Wood told reporters that ""RTO Week"" will feature an entire hearing devoted to the concerns of state regulators. +At the Enron forum, Wood defended the commission's RTO policy, which calls for carving up the nation's interconnected electricity system under the control of four or five large RTOs, as necessary to jump-start the overly long transition from regulation to competition. +""This process needs to be goosed,"" said Wood, calling FERC's RTO orders ""an external catalyst"" to get the process moving. +""If I'm wrong, I'd love to find a better way around that,"" he said. +-By Bryan Lee, Dow Jones Newswires; 202-862-6647; Bryan.Lee@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: NewPower signs up 50,000 new electric users in Texas. + +10/04/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 4 (Reuters) - The New Power Co. said Thursday the electricity grid operator in Texas is processing requests from over 50,000 residential customers who have chosen New Power as their new electricity provider. +The Electric Reliability Council of Texas (ERCOT) is responsible for processing the requests to switch customers for all utilities and competitive retail electric service providers during the state's deregulation pilot program, NewPower said in a statement. +The switching process could take anywhere from two weeks to two months before consumers will actually begin to receive power from a competitive retail electricity provider. +New Power said it has captured more than half of the customers who decided to switch to new providers from the Reliant Energy HL&P and TXU Corp. markets. +The New Power Co., a subsidiary of NewPower Holdings, Inc. , is the first national provider of electricity and natural gas to residential and small commercial customers in deregulated power markets in the United States. +The Texas pilot power deregulation program began on July 31 after it was delayed two months due to computer problems. +The entire state is slated to begin full retail competition on Jan. 1, 2002. +A spokesman for the Public Utility Commission of Texas told Reuters previously that about 120,000 residential customers had signed up for the pilot program. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +States protest federal involvement in electricity competition, deregulation +By H. JOSEF HEBERT +Associated Press Writer + +10/04/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +WASHINGTON (AP) - North Carolina and several other states told the Supreme Court the government went too far when it ordered electric utilities to open their power lines to competitors and spurred a movement toward deregulation. +But one of the country's largest power marketers, Enron, argued before the court Wednesday that the Federal Energy Regulatory Commission should have gone even further to help companies like Enron get equal access to power grids. +During the hourlong hearing, the justices gave little indication of how they will decide on a case that could dramatically affect management of the nation's power grids and the future of electricity competition. +At one point, Justice Stephen Breyer said FERC, which regulates wholesale power markets and interstate transmission of power, was being ""whipsawed"" from both directions. +The commission's 1996 decision, which for the first time required traditional utilities to open their transmission lines to competing power merchants, triggered a movement toward wholesale electricity competition and led numerous states to end monopolies in retail power markets. +But utility regulators in nine states, led by New York, filed suit arguing that the FERC order amounts to a federal agency attempting to regulate retail sales, usurping a traditional state function. +At the same time, Enron's lawsuit charged that FERC violated federal law because it did not require access to transmission lines when utilities continued to keep transmission and retail sales as one operation - as remains the case in many states that have yet to allow competition. +In June 2000, an appellate court essentially upheld FERC's regulation, prompting appeals from both Enron and the state regulators. +""It's an example of where an agency has overstepped its bounds,"" Lawrence Malone, general counsel for the New York State Public Service Commission, told the justices at Wednesday's hearing. The other states party to the lawsuit are Florida, Idaho, New Jersey, North Carolina, Virginia, Washington, Vermont and Wyoming. +Malone, appearing on behalf of all nine states, argued that FERC's order pre-empts state authority to regulate retail sales and set rates. +""This case isn't about rates,"" countered Louis Cohen, representing Enron Power Marketing Inc. before the court. ""What we're concerned about is getting onto the (grid) system."" +Cohen said that under the current access rules a dominant utility in a state that has not moved to competition may still ""hog"" the lines and keep Enron and similar marketers from moving power across a region. +The Justice Department, representing FERC before the court, argued that the commission only sought to strike a balance between the need to give competitors equal access to power lines and leaving retail market issues to the states. +Edwin Kneedler, deputy solicitor general, told the court that FERC, in his view, could have gone further, as Enron has argued. But, he said, to do so it would first have had to order all utilities to separate retail sales and transmission, something it chose to leave to the states. +The case, which is not expected to be decided until sometime next year, comes at a time of growing concern about electricity competition and power grid reliability in light of recent power problems in California. +About half of the states have taken some steps toward retail electricity competition. +Many power industry experts as well as the FERC commissioners have emphasized that a truly competitive electricity market will be difficult to achieve without smooth and efficient flow of electricity across large regions, if not nationally. And that, argue companies like Enron who want to compete with traditional utilities, will require more open access to transmission. +In an attempt to smooth the flow of power, FERC has embarked on a campaign to establish four large, regional transmission organizations to manage the national power grid. A court decision rolling back some of FERC's authority over open access to transmission lines could affect that effort. +Uncertainty over how far the federal government will be allowed to go in requiring transmission access also could affect state decisions on whether to embrace electricity competition, according to some industry experts. +--- +On the Net: +Federal Energy Regulatory Commission: http://www.ferc.fed.us/ +Enron: http://www.enron.com/corp/ + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/330.","Message-ID: <22442527.1075852699399.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 23:23:01 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 14 +" +"arnold-j/deleted_items/331.","Message-ID: <6193957.1075852699423.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 19:49:42 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +john- thank you.. what do you mean by storage adjusted prices? and also comment on non-discretionary stg at peak times.. why in producing region? + +-----Original Message----- +From: Arnold, John +Sent: Tue 10/16/2001 11:03 PM +To: Abramo, Caroline +Cc: +Subject: RE: market + + +Thanks. +Surprised your shorts are still so confident. Trade shorts are quickly losing confidence based upon cash, shape of curve, and momentum. I think curve flattens a little more and then comes down in parallel shift down. +1. jan and feb are highest storage adjusted prices on curve. For market area sales, add on basis and dec and march are next. Question is whether there is enough non-discretionary stg to meet load at other times and in the producing region. A lot of stg has to come out either for tariff or engineering reasons. Million dollar question. +2. Think Nov bidweek will be weak. Don't know who baseload buyers are unless trade gets bullish. Nov is a relatively flat month as far as injections. stg operators dont have room to buy baseload gas and I think utilities will be planning to meet load using stg. At current prices, producers apply more pressure to wells, lng doesnt get diverted again, lose some load to resid, lose any momentum of industrial load coming back. Dont think gas market can handle that. +3. No clue. + +-----Original Message----- +From: Abramo, Caroline +Sent: Tue 10/16/2001 10:21 PM +To: Arnold, John +Cc: +Subject: market + + +awesome call on cash.. it does not get any better than that.. you picked the bottom- i am getting it slowly.. lots of calls today from people i do not speak to every day.. not too much panic from guys who are short.. most looking to put more on.. selling dec01 outright or buying gas daily puts on dec and jan... except pulaski who pared down dec01 short with us from 4000 to 1000.. do not think he's got on alot elsewhere. no one has anything on longer dated.. no one can figure out economy... + +questions: +1. why would any of the discretionary storage operators withdraw gas in the winter based on the current curve? +2. where do you think index gets set this month? i am thinking that utilities will overestimate loads for Nov01 and buy more during bidweek.. index gets set high and depending on Nov weather.. it could come back onto the market weakening cash again.. +3. do you have a view on eastern power for the winter? i do not understand the market drivers in the winter. + +thanks very much, +c " +"arnold-j/deleted_items/332.","Message-ID: <16002252.1075852699447.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 10:10:26 -0700 (PDT) +From: dow.jones.newswiresnewswires@dowjones.com +To: djn_futures@lists.dowjonesnewswires.com +Subject: Dow Jones Newsletters' Rebuilding Wall Street +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Dow.Jones.Newswiresnewswires@dowjones.com@ENRON +X-To: Futures Professionals +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dow Jones Newsletters' Rebuilding Wall Street + +For the past couple of weeks, Dow Jones Newsletters has distributed copies +of its Rebuilding Wall Street Newsletter to all of our email subscribers. +Although we are no longer sending copies of the newsletter, it's easy to +subscribe by visiting www.djnewswires.com/rebuilding. Once you subscribe, +a link to the latest edition of Rebuilding Wall Street will be sent to you +every Wednesday. + +Highlights from this issue include a feature which takes a look at the +importance of Jersey City's sophisticated fiber-optic infrastructure, the +difficulties being faced by Muslim brokers since the September 11th +attacks as well as a profile on Consolidated Edison, Inc. as they begin +reconstructing lower Manhattan's electrical transmission system. + +Don't miss out, subscribe to Rebuilding Wall Street today. + +For more information, Dow Jones Newswires can be contacted at +1-800-223-2274 or email us at newswires@dowjones.com. + +--- +You are currently subscribed to djn_futures as: jarnold@ect.enron.com +To unsubscribe send a blank email to leave-djn_futures-4190602V@lists.dowjonesnewswires.com" +"arnold-j/deleted_items/333.","Message-ID: <11080423.1075852699476.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 07:20:07 -0700 (PDT) +From: thestreet@offers2.mail-thestreet.com +To: jarnold@ect.enron.com +Subject: Steve Forbes: Opportunities and Safe Havens in Today's Market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: thestreet@offers2.mail-thestreet.com@ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +--001nevereditthisline002 +Content-transfer-encoding: 7bit +Content-type: text/plain; charset=""US-ASCII"" + +----------------------------------------------------------- +This advertisement has been sent to you by TheStreet.com +because you are currently or within the last year have been +a subscriber (either free-trial or paid) to one of our web sites, +www.thestreet.com or www.realmoney.com. If you are not +a current or former subscriber, and you believe you received +this message in error, please forward this message to +members@thestreet.com, or call our customer service +department at 1-800-562-9571. Please be assured that we +respect the privacy of you, our subscribers, and that we have +not disclosed your name or any other information about you +to the advertiser or any other third party. +----------------------------------------------------------- + + +FREE REPORT +AVAILABLE ONLINE NOW! + +Dear Investor, + +Despite the tragic events of September 11th, America remains +strong and resolute. But in the weeks ahead, the challenges +for individual investors will be daunting. + +This is no time to go it alone. And that's why I want you to +have FREE ONLINE ACCESS to Forbes' latest investment report, +Opportunities and Safe Havens in Today's Market. Just click here: +http://offer.wd10.com/cgi-bin/mail.dll?H329 or copy and paste +this URL into your browser. + +Forbes financial editors -- Laszlo Birinyi Jr., David Dreman, +Kenneth L. Fisher, Richard Lehman, and Marc Robins -- have +identified some special profit opportunities, as well as some +high- yielding safe havens... + + * DEMAND FOR MISSILE GUIDANCE AND NIGHT VISION + +Marc Robins weighs in with this red-hot company destined to help +us WIN THE WAR. They make carbon dioxide laser systems using +infrared light -- essential for our military's missile guidance +and night vision systems. Access your FREE REPORT! +http://offer.wd10.com/cgi-bin/mail.dll?H329 + + +* SURPRISING SAFETY IN HIGH-YIELD PREFERREDS + +Our income securities advisor, Richard Lehman, explains today's +more sophisticated preferred stocks, offering higher yields and +LOWER RISKS than past counterparts. Discover the best, yielding +from 8.5% to 11.1%, in your FREE REPORT! +http://offer.wd10.com/cgi-bin/mail.dll?H329 + + +* TIMELY VALUES IN QUALITY STOCKS + +Value pro, David Dreman, has uncovered GREAT BARGAINS...in one of +the best managed oil giants, with reserves of 4 barrels per share. +In a tobacco leaf processor benefiting from strong overseas demand. +And in this overlooked pharmaceutical, in great shape for 2002. +See your FREE REPORT! http://offer.wd10.com/cgi-bin/mail.dll?H329 + + +* TECH FAVORITE POISED FOR FAST REBOUND + +Laszlo Birinyi Jr. sees SUBSTANTIAL GROWTH in 2002 for this quality +tech bluechip, all the more attractive because of its current +oversold price. Get the details in your FREE REPORT! +http://offer.wd10.com/cgi-bin/mail.dll?H329 + + +That's just a small sampling of the insights and opportunities +you'll find in your FREE REPORT. And all of the details, including +company names and stock symbols, are AVAILABLE ONLINE RIGHT NOW! + +Simply click here: http://offer.wd10.com/cgi-bin/mail.dll?H329 +for immediate access to your Forbes FREE REPORT, Opportunities and +Safe Havens in Today's Market. It's your money. Do it now! + +Yours truly, + +Steve Forbes +Chairman + +----------------------------------------------------------- +This advertisement has been supplied by a third party and has +been sent to you by TheStreet.com for informational purposes +only. We are not responsible for and have not independently +authenticated in whole or in part the accuracy of the information +provided in the advertisement. No such information should be +relied upon without consulting the advertiser. This advertisement +does not imply and endorsement by us. + +TheStreet.com, Inc. is not registered as a securities broker-dealer +or an investment adviser either with the U.S. Securities and +Exchange Commission or with any state securities regulatory +authority. No information on any of the Sites or dissemination of +advertising material is intended as securities brokerage, +investment, tax, accounting or legal advice by us, as an offer or +solicitation by us of an offer to sell or buy, or as an endorsement, +recommendation or sponsorship of any service, newsletter, +company, security, or fund. We cannot and do not assess, verify +or guarantee the adequacy, accuracy or completeness of any +information, the suitability or profitability of any particular investment, +or the potential value of any investment or informational source. +You bear sole responsibility for your own investment research and +decisions, and should seek the advice of a qualified securities +professional before making any investment or purchase of +investment advice. Any sale or purchase of products or services, +or of securities or ownership interest that results from information +presented on the Sites or disseminated in advertising material will +be on a negotiated basis between the parties without any +additional participation by or remuneration to TheStreet.com, Inc. + +If you would prefer not to receive these types of offers from us in +the future, please reply to thestreet@offers2.mail-thestreet.com +with REMOVE in the subject line. + +To view our privacy policy, please click here: +http://www.thestreet.com/tsc/about/privacy.html +----------------------------------------------------------- + +--001nevereditthisline002 +Content-transfer-encoding: 7bit +Content-type: text/html; charset=""US-ASCII"" + + +
+This advertisement has been sent to you by TheStreet.com +because you are currently or within the last year have been +a subscriber (either free-trial or paid) to one of our web sites, +www.thestreet.com or www.realmoney.com. If you are not +a current or former subscriber, and you believe you received +this message in error, please forward this message to +members@thestreet.com, or call our customer service +department at 1-800-562-9571. Please be assured that we +respect the privacy of you, our subscribers, and that we have +not disclosed your name or any other information about you +to the advertiser or any other third party. +

+ + + + Forbes: Free Report Available Online Now! + + + + + + + + + + + + + + + + + + + + + + + + + + +
FREE REPORT
AVAILABLE ONLINE NOW!
+ + + + +
+
+ Dear Investor,

+ Despite the tragic events of September 11th, America remains strong and resolute. But in the weeks ahead, the challenges for individual investors will be daunting.


+ + + + + + + +
 This is no time to go it alone. And that's why I want you to have FREE ONLINE ACCESS to Forbes' latest investment report, Opportunities and Safe Havens in Today's Market. Just click here. 
+

+ Forbes financial editors -- Laszlo Birinyi Jr., David Dreman, Kenneth L. Fisher, Richard Lehman, and Marc Robins -- have identified some special profit opportunities, as well as some high-yielding safe havens...


+
Demand for missile guidance and night vision

+ Marc Robins weighs in with this red-hot company destined to help us WIN THE WAR. They make carbon dioxide laser systems using infrared light -- essential for our military's missile guidance and night vision systems. Access your FREE REPORT!


+
Surprising safety in high-yield preferreds

+ Our income securities advisor, Richard Lehman, explains today's more sophisticated preferred stocks, offering higher yields and LOWER RISKS than past counterparts. Discover the best, yielding from 8.5% to 11.1%, in your FREE REPORT!


+
Timely values in quality stocks

+ Value pro, David Dreman, has uncovered GREAT BARGAINS...in one of the best managed oil giants, with reserves of 4 barrels per share. In a tobacco leaf processor benefiting from strong overseas demand. And in this overlooked pharmaceutical, in great shape for 2002. See your FREE REPORT!


+
Tech favorite poised for fast rebound

+ Laszlo Birinyi Jr. sees SUBSTANTIAL GROWTH in 2002 for this quality tech bluechip, all the more attractive because of its current oversold price. Get the details in your FREE REPORT!



+ That's just a small sampling of the insights and opportunities you'll find in your FREE REPORT. And all of the details, including company names and stock symbols, are AVAILABLE ONLINE RIGHT NOW!

+ + + + + +
Simply click here for immediate access to your Forbes FREE REPORT, Opportunities and Safe Havens in Today's Market. It's your money. Do it now!
+



+    Yours truly,

+    

+    Steve Forbes
+    Chairman
+
+
 
+ + +

+This advertisement has been supplied by a third party and has +been sent to you by TheStreet.com for informational purposes +only. We are not responsible for and have not independently +authenticated in whole or in part the accuracy of the information +provided in the advertisement. No such information should be +relied upon without consulting the advertiser. This advertisement +does not imply and endorsement by us. + +TheStreet.com, Inc. is not registered as a securities broker-dealer +or an investment adviser either with the U.S. Securities and +Exchange Commission or with any state securities regulatory +authority. No information on any of the Sites or dissemination of +advertising material is intended as securities brokerage, +investment, tax, accounting or legal advice by us, as an offer or +solicitation by us of an offer to sell or buy, or as an endorsement, +recommendation or sponsorship of any service, newsletter, +company, security, or fund. We cannot and do not assess, verify +or guarantee the adequacy, accuracy or completeness of any +information, the suitability or profitability of any particular investment, +or the potential value of any investment or informational source. +You bear sole responsibility for your own investment research and +decisions, and should seek the advice of a qualified securities +professional before making any investment or purchase of +investment advice. Any sale or purchase of products or services, +or of securities or ownership interest that results from information +presented on the Sites or disseminated in advertising material will +be on a negotiated basis between the parties without any +additional participation by or remuneration to TheStreet.com, Inc.
+
+If you would prefer not to receive these types of offers from us in +the future, please reply to thestreet@offers2.mail-thestreet.com with REMOVE in the +subject line.
+
+To view our privacy policy, please click here: +http://www.thestreet.com/tsc/about/privacy.html +
+ +

+ + + + +--001nevereditthisline002-- +" +"arnold-j/deleted_items/334.","Message-ID: <1574473.1075852699500.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 07:18:44 -0700 (PDT) +From: editor@theb2bvoice.com +To: jarnold@ect.enron.com +Subject: money back on your trade-ins, and great hp lease deals +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""editor@theb2bvoice.com"" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +If you wish to unsubscribe please CLICK HERE: http://63.209.151.41/nmail/click?id=GGCCPBCHAAFFPCJHJE +if you received this email by error, please reply to: unsubscribe@theb2bvoice.com + +================================================================ + +get ahead in business - quickly +with hp technology + +life in the fast lane: win a trip to Skip Barber Racing School +Register to win two 3-day passes to Skip Barber Racing School (plus $4,000 for travel expenses) when you save money and get down to business faster at our new products site. +http://63.209.151.41/nmail/click?id=GGCCPBCHAAFFPCJHJF + +special deals + +equal opportunity savings: money back on hp and non-hp trade-ins +With the new HP Trade-In program, you'll get money back on your HP purchases when you trade in HP or even non-HP equipment. Enter as a ""guest member"" to quickly check your trade-in values. +http://63.209.151.41/nmail/click?id=GGCCPBCHAAFFPCJHJG + +as good as it gets: walk-away lease deals on color hp LaserJets +Lease any color HP LaserJet printer at a 36-month rate and walk away penalty free in 18 months with the purchase or lease of a next-generation color HP LaserJet. +http://63.209.151.41/nmail/click?id=GGCCPBCHAAFFPCJHJH + +movin' on up: prime time for big savings on hp LaserJet printers +Get rebates of up to $2,000 - or a free HP Jornada color pocket PC - when you purchase qualifying HP LaserJet and color LaserJet printers, or trade in qualifying printers. +http://63.209.151.41/nmail/click?id=GGCCPBCHAAFFPCJHJI + +one size fits all: great deals for all businesses, big or small +Stop by HP's new one-stop PC, notebook, and server promotion site for big savings, lease specials, and free equipment with purchase. +http://63.209.151.41/nmail/click?id=GGCCPBCHAAFFPCJHJJ + +the odds are in your favor: get 31 chances to win a digital camera +You'll get a chance to win one of ten HP PhotoSmart C500xi digital cameras when you subscribe to any one of HP's free monthly e-newsletters. Then, if you tell your friends and colleagues about HP e-newsletters, you'll get three additional sweepstakes entries for each one of them that subscribes (for up to 10 people). If ten of your friends subscribe, that's up to 30 additional chances for you to win. +http://63.209.151.41/nmail/click?id=GGCCPBCHAAFFPCJIAA + +All offers are for a limited time only, have certain restrictions and are subject to change without notice. Please see individual special offer websites for details. + +================================================================ + +You are receiving this message because you opted in to receive online promotions." +"arnold-j/deleted_items/335.","Message-ID: <21288963.1075852699526.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 13:49:31 -0700 (PDT) +From: courtney.votaw@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Votaw, Courtney +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron cuts shareholder equity by 1.2 bln usd due to partnership deal +AFX News, 10/18/01 + +Calif Energy Panel OKs First Step For 1160MW In Projects +Dow Jones Energy Service, 10/18/01 + +USA: Enron's stock slides as equity reduction digested. +Reuters English News Service, 10/18/01 + +Brazil's Copene, Elektro Plan to Sell 820 Mln Reais of Bonds +Bloomberg, 10/18/01 + +Enron cuts shareholder equity by 1.2 bln usd due to partnership deal + +10/18/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd +LONDON (AFX) - Enron Corp said it has reduced its shareholder equity by 1.2 bln usd as the company decided to repurchase 55 mln of its shares that it had issued as part of a series of complex transactions with an investment vehicle connected to its chief financial officer, Andrew Fastow, the Wall Street Journal reported in its online edition. +Enron did not disclose the big equity reduction in its earnings release issued on Tuesday, when the Houston-based energy giant announced a 1.01 bln usd charge to third-quarter earnings that produced a 618 mln usd loss. +However, the company briefly mentioned it in a subsequent call with security analysts and confirmed it in response to questions yesterday. As a result of the reduction, Enron's shareholder equity dropped to 9.5 bln usd, the company said. +In an interview, Enron Chairman Kenneth Lay said about 35 mln usd of the 1.01 bln usd charge to earnings was related to transactions with LJM2 Co-Investment LP, a limited partnership created and run by Fastow. +In a conference call yesterday with investors, Lay said 55 mln shares had been repurchased by Enron, as the company ""unwound"" its participation in the transactions. In the third quarter, the company's average number of shares outstanding was 913 mln. +According to Rick Causey, Enron's chief accounting officer, these shares were contributed to a ""structured finance vehicle"" set up about two years ago in which Enron and LJM2 were the only investors. In exchange for the stock, the entity provided Enron with a note. +The aim of the transaction was to provide hedges against fluctuating values in some of Enron's broadband telecommunications and other technology investments. Causey did not elaborate on what form those hedges took. +Subsequently, both the value of Enron's stock and the value of the broadband investments hedged by the entity dropped sharply, the report said. As a result, Enron decided essentially to dissolve the financing vehicle and reacquire the shares. When Enron reacquired the shares, it also canceled the note it had received from the entity. +Given all the complexities of the LJM-related financing vehicle and the questions it raised outside the company, ""the confusion factor wasn't worth the trouble of trying to continue this,"" Causey said. +Mark Palmer, an Enron spokesman, described the capital reduction ""as just a balance-sheet issue"" and therefore was not deemed ""material"" for disclosure purposes. +gc For more information and to contact AFX: www.afxnews.com and www.afxpress.com + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Calif Energy Panel OKs First Step For 1160MW In Projects + +10/18/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) +LOS ANGELES -(Dow Jones)- The California Energy Commission has accepted as ""data adequate"" applications to build a 900-megawatt power plant and two peaker plants totaling 260 megawatts, a press release said. +The data adequacy vote means an application has been accepted as having sufficient information to proceed with the commission's approval process. +Enron Corp.'s (ENE) Roseville Energy Facility LLC unit has proposed building a 900-MW natural gas-fired plant in Sacramento, Calif., to be online by the fourth quarter of 2004. The construction cost will be $350-$450 million for the combined-cycle project, which will undergo a 12-month review process by the commission. +GWF Energy LLC has applied to build the 169-MW Tracy Peaker Project, a simple cycle plant in the San Joaquin Valley, Calif., that would be online by July 2002. Peaker plants operate during times of high electricity demand. +The company also applied to build the 91-MW Henrietta Peaker Project, 20 miles south of Hanford, Calif., which would consist of two turbine generators and come on line by June 2002. +Electricity generated from the two peaker projects will be sold to the state's Department of Water Resources under a 10-year contract. +-By Jessica Berthold, Dow Jones Newswires; 323-658-3872; jessica.berthold@dowjones.com + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: Enron's stock slides as equity reduction digested. + +10/18/2001 +Reuters English News Service +(C) Reuters Limited 2001. +HOUSTON, Oct 18 (Reuters) - Enron Corp. stock fell sharply on Thursday as investors digested news of a $1.2 billion reduction in the energy giant's shareholder equity that attracted little attention when it was first disclosed earlier this week. +In afternoon trading Enron's stock was off $2.96 or, 9.2 percent at $29.24 per share. +Enron reported its first quarterly loss in over four years on Tuesday after taking charges of $1.01 billion against earnings to cover expenses and writedowns on investments that fall outside its core wholesale energy operations. +The reduction in shareholder equity was not mentioned in the company's earnings statement but was discussed by Chairman and Chief Executive Ken Lay in an earnings conference call with analysts and investors on Tuesday. +""Confidence has been shaken by the incremental disclosure. This is an extremely widely held stock and to assume that everybody listened to the conference call is probably asking too much,"" said one analyst who asked not to be identified. +The reduction in equity was prominently reported in the Wall Street journal on Thursday, bringing it to the attention of a wider audience, analysts said. +Lay said the equity writedown and a corresponding reduction in the number of Enron shares outstanding were related to the early termination of structured finance arrangements which had drawn criticism from some Wall Street analysts. +As a result of the operation, Enron's debt to total capitalization ratio will rise to about 50 percent, but the company expects the proceeds of asset sales to reduce the ratio to around 40 percent by the end of next year, Lay said. +Moody's Investor Service said earlier this week that it had placed all of Enron's long-term debt obligations on review for a possible downgrade because writedowns and charges had substantially reduced valuations for several Enron businesses. +Some of Enron's financing arrangements require the company to maintain investment grade credit ratings. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + + + + +Brazil's Copene, Elektro Plan to Sell 820 Mln Reais of Bonds +2001-10-18 13:53 (New York) + + + Rio de Janeiro, Oct. 18 (Bloomberg) -- Two Brazilian +companies have asked securities regulators for permission to sell +820 million reais ($279 million) of bonds, raising the amount of +pending local market bond sales to 7.5 billion reais. + + Brazil's Copene-Petroquemica do Nordeste SA, a Petrochemical +company, has asked Brazil's government for permission to sell 625 +million reais of bonds according to the country's security and +exchange regulator, the CVM. Banco Citibank SA, the Brazilian unit +of Citigroup Inc., will manage the sale. + + Elektro Eletricidade e Servicos SA, an electricity utility +controlled by U.S.-based Enron Corp. that distributes electricity +in Sao Paulo state, has asked for permission to sell 195 million +reais of bonds, according to a CVM filing. + + No further details about the sales was immediately available. + Brazilian companies have scrambled to sell debt at home as +the local currency, the real, plunges against the dollar, making +dollar-denominated debt expensive and causing losses to mount as +the local currency value of dollar debts soars. + + So far this year, about 9.1 billion reais of local market +debt has been sold. Meanwhile corporate bond sales in euros or +dollars has slipped by almost two thirds to $1.7 billion in the +third quarter from $4.5 billion in the second, not including sales +through offshore subsidiaries, according to Bloomberg data." +"arnold-j/deleted_items/336.","Message-ID: <12692891.1075852699550.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 12:47:30 -0700 (PDT) +From: info@winebid.com +To: october2001@lists.winebid.com +Subject: Hot Lots Without Bids at winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: October2001 +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +A quick reminder that winebid.com's current auction, including our +special auction of California Cabernet Sauvignon, begins closing Sunday, +Oct. 21, at 9 p.m. US Eastern Time. + +Browse our lots without bids for these hot buys: +1996 Caymus Cabernet Sauvignon, magnum, $100 +1996 PlumpJack Founders Reserve, magnum, $120 +1998 Haut-Brion (Parker 93 points), $130 +1982 Margaux (Wine Spectator 95 points), $320 +1996 Beringer Private Reserve Cab, 6-bottle case, $340 +1983 Petrus (Broadbent 5 stars), $350 +1981 Haut-Brion, 12-bottle case, $960 +1998 Lafite-Rothschild, (Parker 92-94 points) imperial, $1,200 + +And for the holidays: +1990 Comtes de Champagne Blanc de Blancs (Tattinger), $100 +1993 Veuve Clicquot La Grand Dame, 6-bottle case, $550 +1994 Warre Vintage Port, (Wine Spectator 95 points) 12-bottle case, $480 + +Find these and other terrific values at lots without bids: +http://www.winebid.com/lwb/lwb1.shtml + +In our special auction of California Cabs, classic and cult, we offer the +pride of California's winemaking country. Find Cabs for every palette in +this extraordinary collection: +http://www.winebid.com/home/spotlight1.shtml + +If la dolce vita is more your style, take a look at our alluring Italians. +We offer Guado Al Tasso (P. Antinori) 1997, available in 750 ml and magnum +format. Wine Spectator rated it at 96 points and placed it No. 12 of the 100 +top wines of 2000. How about Ornellaia (L. Antinori) 1997, Spectator's No. 9 +wine for 2000? Prefer something French? We have Chateau d'Yquem Sauternes +1981 and a rare 1959, awarded 97 points by Wine Spectator. +Find them here: http://www.winebid.com/home/spotlight4.shtml + +Rhone wine fans, you may be interested in Tablas Creek Vineyard Reserve +Cuvee 1999, a Rhone-style red made in California by a partnership part owned +by the owners of Chateau de Beaucastel. +Find it here: http://www.winebid.com/home/spotlight5.shtml + +If you click on a link in this email and it doesn't open properly in your +browser, try copying and pasting the link directly into your browser's +address or location field. + +Forget your password?: +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml +" +"arnold-j/deleted_items/337.","Message-ID: <23905154.1075852699573.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 12:48:31 -0700 (PDT) +From: dfeehan@apexprop.com +To: jarnold@ei.enron.com +Subject: APEX Principal Ownership +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: dfeehan@apexprop.com@ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09 New Solution to Like-Kind Exchange Timing Restriction =09 +=09 Dear Jennifer: APEX Property Exchange is the premier provider of L= +ike-Kind Exchange (LKE) Consulting, Qualified Intermediary (QI), and Parki= +ng Services for Real Estate, Aircraft, and Personal Property in the countr= +y. Our latest groundbreaking structure, APEX Principal OwnershipSM, is des= +igned for companies that cannot meet the 45-day and 180-day timing constra= +ints of the new reverse exchange rules. APEX Principal Ownership, combin= +ed with other LKE strategies, is vital to successful capital recycling pro= +grams. For most companies employing LKE strategies is no longer an option,= + it is a requirement. APEX's LKE programs, including APEX Principal Owners= +hip, give our clients the flexibility they need to get the results they wa= +nt. APEX partners with your tax and legal advisors to deliver the best so= +lutions. In 2000, APEX closed in excess of $25 Billion in transactions for= + our clients. In 2000, APEX closed in excess of $25 Billion in transaction= +s for our clients. Please call me at 781.871.6800 to discuss how APEX's so= +lutions fit into your company's goals. Visit our Web site at www.apexprop.= +com for additional information on our services or to download our brochur= +e . Sincerely, =09 +=09[IMAGE]=09 +=09 Dan Feehan VP Advisory Services APEX Property Exchange, Inc. 781.871.68= +00 www.apexprop.com =09 +=09 APEX. Comprehensive solutions for corporate and institutional Like-Ki= +nd Exchange programs. =09 +=09 If you prefer not to receive future e-mails about APEX services, plea= +se click here . =09 +" +"arnold-j/deleted_items/338.","Message-ID: <26710704.1075852699615.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 10:38:59 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +You sold 1000 TAS futures using Paribas floor given up to EDF MAN account #05055 +You bought 1000 LD Swaps at 10/18 SP from JARON + +Thanks" +"arnold-j/deleted_items/339.","Message-ID: <2068951.1075852699637.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 07:29:16 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +You sold 1000 TAS futures with Paribas andI gave them up to EDF MAN account #05055 +You bought 1000 LD swaps @ 10/18 SP from SempraDave D. + +THanks" +"arnold-j/deleted_items/34.","Message-ID: <29491546.1075852689236.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 05:41:32 -0700 (PDT) +From: jeff.andrews@enron.com +To: john.arnold@enron.com +Subject: RE: morning gas views +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Andrews, Jeff +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +Sorry to have missed you--I didn't get to my e-mail in time. + +Dutch filled me in on exactly what I was looking for--thanks very much. + +Jeff + +-----Original Message----- +From: Arnold, John +Sent: Thursday, October 04, 2001 3:17 PM +To: Andrews, Jeff +Subject: RE: morning gas views + + +can we meet at 4:00 instead? + +-----Original Message----- +From: Andrews, Jeff +Sent: Thursday, October 04, 2001 7:35 AM +To: Arnold, John +Subject: RE: morning gas views + + +John, + +Thanks very much. + +Would 4:45ish be alright with you? + + + +-----Original Message----- +From: Arnold, John +Sent: Wednesday, October 03, 2001 5:46 PM +To: Andrews, Jeff +Subject: RE: morning gas views + + +come on up tomorrow afternoon. + +-----Original Message----- +From: Andrews, Jeff +Sent: Tuesday, October 02, 2001 8:35 AM +To: Arnold, John +Cc: Fraser, Jennifer +Subject: morning gas views + + +John, + +We have developed a ""morning briefing"" for Gary Hickerson that includes primarily views on the crude and products markets. Recently, Gary has asked that we include a brief overview on Nat Gas in this packet. We have worked with Chris Gaskill to get the morning briefing that he puts together for you and your traders and find it very helpful. + +However, I am interested in going a step further and would like to talk with you or one of your traders on a regular basis in order to get a more trading-centric view on this morning packet. Specifically, I want to ask the question, ""What do you view as most important in this information"" so we can develop our own ""value added"" information for Gary's group. + +Is there one of your traders who I might be able to meet with (after market close, of course) to discuss? + +Thanks, John. + +Jeff" +"arnold-j/deleted_items/340.","Message-ID: <10479476.1075852699663.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 06:33:25 -0700 (PDT) +From: swl@winelibrary.com +To: jarnold@enron.com +Subject: 95 Pointer and more!!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Wine Library"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +To Place an order . . . +PLEASE CALL 973-376-0005 ask for Order Dept.www.winelibrary.com +or e-mail us at swl@winelibrary.com +1. #16063 - Rotllan Torra 1997 Tirant - $89.99 (Only $71.99 when you buy a case) +95 points Wine Spectator / Wine Library Super Tasting Star ! +""Powerful and intense, this Spanish red is as ripe and rich as young Vintage Port, bursting with flavors of black cherries and blueberries, chocolate and coffee, supported by muscular yet round tannins. An impressive achievement in an age of blockbuster wines. Best after 2003. 500 cases made. (500 cases produced)."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +2. #15993 - Cerro 1998 Manero ( Tuscan ) - $28.99 on sale +92 points Stephen Tanzer +Limit 2 6-packs per customer, this is a limited offer !!! +""Virtually impenetrable blackish-ruby. Potent, deep nose melds plum and berry fruit, oak spices and vanilla. Super-dense, powerful and mouthfilling; really coats the palate with flavor. Firm tannins add to the impression of structure. Long and sumptuous on the back end."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +3. #16345 - Louis Bernard 1999 Chatenauf Du pape $26.99 (Only $21.59 when you buy a case) +92 Points Wine Spectator / Best Chat-Du-Pape buy in a long time +""Soft and smooth, a full-bodied, low-acidity beauty that coats the palate with its seductive flavors, cascading with roasted game, toasted coconut, ripe plum and blackberry complexity. Stunning red. Best from 2005 through 2020. 5,000 cases made."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +4. #15827 - Dominus 1998 Red - $84.99 On sale +91 Points Wine Spectator / Wine Library Super Tasting Star ! +""Earthy, elegant and refined Cabernet blend, delivering layers of currant, tar, black cherry, cedar, coffee and anise, all sharply focused and framed by just the right amount of tannin. Drink now through 2009. 6,000 cases made."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +5. #14175 Behrens & Hitchcock 1999 Oakville ""Fortuna"" Merlot $65.99 (Only $52.79 when you buy a case) +90-92 Points Robert Parker +""(500 cases of 100% Merlot) is a dense, very chewy merlot with oodles of smoky blackberry and cherry fruit. The wine is unctuously-textured, with plenty of glycerin, and a heady, concentrated finish. It will be delicious when released, and age well for at least 10-12 years."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +6. #15236 - Pepper Bridge 1998 Cabernet Sauvignon $63.99 (Only $51.19 when you buy a case) +The day after the ""Super Tasting"" people were calling like crazy for a few wines, however none more then this spectacular wine form Washington State. The 1998 pepper bridge is a massive, explosive, ripe fruit bomb. The 1998 vintage is one of the great in the Pacific North West's history. This wine is very limited so please act quickly if you were looking for it ! Have your own tasting notes? Post your own review of this wine on Wine Library.com! +***************************** +Hot Best Buy`s - Give these outstanding whites a try! +1. #16151 - Defaix 1998 Chablis Petite $12.99 on sale - reg. $19.99 +Wow! This Petit Chablis is a stunning value, something not to be missed! Medium bodied with nice fruit . . . very easy drinking . . . an absolute steal for the money.If you are a chardonnay fan you will be blown away by this steal ! Have your own tasting notes? Post your own review of this wine on Wine Library.com! +2. #16149 - Defaix 1997 Chablis ""Cote De Lechet"" $19.99 On Sale - Reg $29.99 +89 Points Robert Parker +""The sea breeze and lemon scented Chablis Cote de Lechet is a fat, ripe, medium to full bodied wine with richly strewn layers of pears, stones, and flint-like flavors. This lively wine was aged in 15% new oak barrels, and yet there are no traces of wood in either its aromas of character."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +3. #16148 - Herve Seguin 2000 Pouill Fume $14.99 on sale - Reg $19.99 +This wine made from 100% Sauvignon Blanc is clean, crisp and very well balanced. Tasted recently by our Wine Library staff and brought in based on it's lively flavor and value. If you enjoy wine to go with shell fish or salmon this is a great example of a super match ! Have your own tasting notes? Post your own review of this wine on Wine Library.com! " +"arnold-j/deleted_items/341.","Message-ID: <1339646.1075852699696.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 14:26:44 -0700 (PDT) +From: no.address@enron.com +Subject: Weekend Outage Report for 10-19-01 through 10-21-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 19, 2001 5:00pm through October 22, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +SCHEDULED SYSTEM OUTAGES: + +ECS power outage + +A power outage will occur in Enron Center South on Saturday, October 20, 2001 to complete repairs to the electrical riser system required to correct issues resulting from Tropical Storm Allison. + +IDF's and thus network resident applications and data will be off line on all ECS floors 3 through 6 from 10:00 a.m. Saturday until 8:00 a.m. Sunday. + +Trading floors 3, 4, 5 and 6 desktop power will be off beginning 2:00 p.m. Saturday until 12:00 noon Sunday. + +Avaya telephony phone system will be unaffected. However, the turret system will be offline starting 11:00 a.m. Saturday until 1:00 p.m. Sunday. + +Additionally, during this power outage the cooling system will be upgraded. This upgrade may take up to 2 hours. Occupants in the building may experience as much as a five degree rise in temperature. + +Contacts: Stuart Fieldhouse 713-853-5699 + Lance Jameson 713-345-4423 + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: +Impact: EBS +Time: Fri 10/19/2001 at 5:00:00 PM CT thru Fri 10/19/2001 at 5:30:00 PM CT + Fri 10/19/2001 at 3:00:00 PM PT thru Fri 10/19/2001 at 3:30:00 PM PT + Fri 10/19/2001 at 11:00:00 PM London thru Fri 10/19/2001 at 11:30:00 PM London +Outage: Decommission PROWLER firewall +Environments Impacted: EBS +Purpose: Migration of EBS internal network to Corp +Backout: +Contact(s): Chris Shirkoff 713-853-1111 + +Impact: 3AC +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Fri 10/19/2001 at 10:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Fri 10/19/2001 at 8:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sat 10/20/2001 at 4:00:00 AM London +Outage: Migrate 3AC 8th and 9th Floor to Corp IP space +Environments Impacted: All +Purpose: EBS Consolidation +Backout: In the event of a failure, I will put the original links and switches back in place, putting 8 and 9 back on EBS IP space. +Contact(s): Micah Staggs 713-345-1696 + +Impact: CORP +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Fri 10/19/2001 at 7:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Fri 10/19/2001 at 5:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sat 10/20/2001 at 1:00:00 AM London +Outage: Change internal routing to EIN +Environments Impacted: All +Purpose: EBS Integration +Backout: Remove static route, go back through EBS environment on 44 +Contact(s): Dennis McGough 713-345-3143 + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +HR: +Impact: HR +Time: Sat 10/20/2001 at 7:30:00 AM CT thru Sat 10/20/2001 at 3:30:00 PM CT + Sat 10/20/2001 at 5:30:00 AM PT thru Sat 10/20/2001 at 1:30:00 PM PT + Sat 10/20/2001 at 1:30:00 PM London thru Sat 10/20/2001 at 9:30:00 PM London +Outage: Memory Upgrade for HR-DB-1, 4, and 5 +Environments Impacted: All +Purpose: More memory is need on these servers for additional databases. +Backout: Restore to previous configuration. +Contact(s): Brandon Bangerter 713-345-4904 + Mark Calkin 713-345-7831 + Raj Perubhatla 713-345-8016 281-788-9307 + +MESSAGING: +Impact: EES +Time: Fri 10/19/2001 at 8:30:00 PM CT thru Fri 10/19/2001 at 11:30:00 PM CT + Fri 10/19/2001 at 6:30:00 PM PT thru Fri 10/19/2001 at 9:30:00 PM PT + Sat 10/20/2001 at 2:30:00 AM London thru Sat 10/20/2001 at 5:30:00 AM London +Outage: EES Notes Server Reboots +Environments Impacted: All users on any of the mailservers listed below +Purpose: Scheduled @ 2 week interval on 1st and the 3rd Friday of each month. +Backout: +Contact(s): Dalak Malik 713-345-8219 + +Impact: Corp Notes +Time: Fri 10/19/2001 at 9:00:00 PM CT thru Sat 10/20/2001 at 1:00:00 AM CT + Fri 10/19/2001 at 7:00:00 PM PT thru Fri 10/19/2001 at 11:00:00 PM PT + Sat 10/20/2001 at 3:00:00 AM London thru Sat 10/20/2001 at 7:00:00 AM London +Outage: cNotes Server Reboots +Environments Impacted: All users on any of the mailservers listed below +Purpose: Scheduled @ 2 week interval +Backout: Make sure server comes up. +Contact(s): Trey Rhodes (713) 345-7792 + +Impact: EI +Time: Fri 10/19/2001 at 9:00:00 PM CT thru Sat 10/20/2001 at 1:00:00 AM CT + Fri 10/19/2001 at 7:00:00 PM PT thru Fri 10/19/2001 at 11:00:00 PM PT + Sat 10/20/2001 at 3:00:00 AM London thru Sat 10/20/2001 at 7:00:00 AM London +Outage: EI Notes Server Maintenance +Environments Impacted: EI Local/Domestic/Foreign Sites +Purpose: Scheduled @ 2 week interval +Backout: N/A +Contact(s): David Ricafrente 713-646-7741 + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: +Impact: SAP +Time: Fri 10/19/2001 at 8:00:00 PM CT thru Sun 10/21/2001 at 8:00:00 AM CT + Fri 10/19/2001 at 6:00:00 PM PT thru Sun 10/21/2001 at 6:00:00 AM PT + Sat 10/20/2001 at 2:00:00 AM London thru Sun 10/21/2001 at 2:00:00 PM London +Outage: Sombra upgrade and maintenance for ACTA server adcupkilo. +Environments Impacted: ACTA +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug. Reconfigure the disk layout. +Backout: +Fall back to old cpus +Restore the disk layout restore to old configuration +Contact(s): Malcolm Wells 713-345-3716 + +Impact: SAP +Time: Fri 10/19/2001 at 8:00:00 PM thru Sun 10/21/2001 at 8:00:00 AM + Fri 10/19/2001 at 6:00:00 PM PT thru Sun 10/21/2001 at 6:00:00 AM PT + Sat 10/20/2001 at 2:00:00 AM London thru Sun 10/21/2001 at 2:00:00 PM London +Outage: Sombra upgrade and maintenance for ACTA server adcupklima. +Environments Impacted: ACTA +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug. Reconfigure the disk layout. +Backout: Fall back to old cpus +Restore the disk layout restore to old configuration +Contact(s): Malcolm Wells 713-345-3716 +Impact: CORP +Time: Sat 10/20/2001 at 1:00:00 PM CT thru Sat 10/20/2001 at 5:00:00 PM CT + Sat 10/20/2001 at 11:00:00 AM PT thru Sat 10/20/2001 at 3:00:00 PM PT + Sat 10/20/2001 at 7:00:00 PM London thru Sat 10/20/2001 at 11:00:00 PM London +Outage: Patching and reboot of app server quark. +Environments Impacted: EnLighten +Purpose: Patching and reboot needed to address file system automount issues. +Backout: No back out. Task has to be completed. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/20/2001 at 12:00:00 PM CT thru Sat 10/20/2001 at 6:00:00 PM CT + Sat 10/20/2001 at 10:00:00 AM PT thru Sat 10/20/2001 at 4:00:00 PM PT + Sat 10/20/2001 at 6:00:00 PM London thru Sun 10/21/2001 at 12:00:00 AM London +Outage: Sombra cpu upgrade for server neptune. +Environments Impacted: TAGG +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug. +Backout: regress to old boards +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sun 10/21/2001 at 10:00:00 AM CT thru Sun 10/21/2001 at 2:00:00 PM CT + Sun 10/21/2001 at 8:00:00 AM PT thru Sun 10/21/2001 at 12:00:00 PM PT + Sun 10/21/2001 at 4:00:00 PM London thru Sun 10/21/2001 at 8:00:00 PM London +Outage: Memory upgrade for server emerald. +Environments Impacted: CAS +Purpose: Add resources for growth and performance. +Backout: Pull new memory and reboot under the old configuration. +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/20/2001 at 6:00:00 PM CT thru Sat 10/20/2001 at 9:00:00 PM CT + Sat 10/20/2001 at 4:00:00 PM PT thru Sat 10/20/2001 at 7:00:00 PM PT + Sun 10/21/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 3:00:00 AM London +Outage: Sombra cpu upgrade for server spectre. +Environments Impacted: BOND / Global Products +Purpose: Improve reliability with the new mirrored cache cpu module and protect against ecache parity bug +Backout: regress to old boards +Contact(s): Malcolm Wells 713-345-3716 + +Impact: CORP +Time: Sat 10/20/2001 at 6:00:00 PM CT thru Sun 10/21/2001 at 6:00:00 AM CT + Sat 10/20/2001 at 4:00:00 PM PT thru Sun 10/21/2001 at 4:00:00 AM PT + Sun 10/21/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 12:00:00 PM London +Outage: Test/Dev maintenance for multiple servers. +Environments Impacted: All ENW test and dev environments +Purpose: General maintenance window for ENW Test and Development servers. See the list below. +Backout: roll back to any original configuration. +Contact(s): Malcolm Wells 713-345-3716 + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: +Impact: CORP +Time: Sat 10/20/2001 at 11:00:00 AM CT thru Sat 10/20/2001 at 12:00:00 PM CT + Sat 10/20/2001 at 9:00:00 AM PT thru Sat 10/20/2001 at 10:00:00 AM PT + Sat 10/20/2001 at 5:00:00 PM London thru Sat 10/20/2001 at 6:00:00 PM London +Outage: Telephony Apps IP Switch Replacement +Environments Impacted: All +Purpose: Replace old 2924 switch (Token Ring config) with 2 new 2948s to minimize the exposure to critical telephony applications in the event of IP switch failure. New switches can also be added to the Paging System. Critical telephony applications currently sharing 1 switch include all voice mail. Loss of network connectivity would prevent anyone from accessing their messages. +Backout: Revert to old switches. +Contact(s): Rebecca Sutherland 713-345-7192 + Bruce Mikulski 713-853-7409 + George Nguyen 713-853-0691 +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +SCHEDULED SYSTEM OUTAGES: LONDON +Impact: CORP +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Sat 10/20/2001 at 9:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Sat 10/20/2001 at 7:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 3:00:00 AM London +Outage: Complete Powerdown of the London Office +Environments Impacted: All +Purpose: To complete the final works and testing to install a third generator in Enron House +Backout: Switch all equipment back on once power has been restored. +Contact(s): Tracy Pearson 830-34238 London Tie Line + +----------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"arnold-j/deleted_items/342.","Message-ID: <406723.1075852699730.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 14:26:00 -0700 (PDT) +From: ravi.thuraisingham@enron.com +To: john.arnold@enron.com +Subject: RE: Neural Networks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Thuraisingham, Ravi +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, just a reminder, please send a sample gapping data when you get a chance. + + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + " +"arnold-j/deleted_items/343.","Message-ID: <24245343.1075852699753.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 12:18:13 -0700 (PDT) +From: eric.scott@enron.com +To: john.arnold@enron.com +Subject: PIRA Gas Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Scott, Eric +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Shuttlesworth just called me again regarding Enron's feelings to a PIRA gas storage survey. I gave him your number and told him to call you directly. + +Eric" +"arnold-j/deleted_items/344.","Message-ID: <6471701.1075852699777.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 07:27:22 -0700 (PDT) +From: kislince@er.oge.com +To: jarnold@enron.com +Subject: Enron Deal from 17-Oct-01 +Cc: schurman.ii@enron.com, schurmgr@er.oge.com, burrows@enron.com, + burrowpw@er.oge.com, mercer@enron.com, mercerds@er.oge.com, + gencheva@enron.com, genchedi@er.oge.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: schurman.ii@enron.com, schurmgr@er.oge.com, burrows@enron.com, + burrowpw@er.oge.com, mercer@enron.com, mercerds@er.oge.com, + gencheva@enron.com, genchedi@er.oge.com +X-From: ""Kisling, Cynthia E"" @ENRON +X-To: 'jarnold@enron.com' +X-cc: Schurman II, Rankin , Burrows, Phil W , Mercer, Donna S , Gencheva, Daniela I +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John Arnold, + +Per our conversation on Wednesday, October 17, 2001, you would be executing +the following transaction over-the-counter on October 17: + +Selling US Gas Swap Nymex Dec01 USD/MM-L 100 @ $2.96125 +Buying US Gas Swap Nymex Jan02 USD/MM-L 100 @ $3.13875 + + +The trades above will be used to offset the following trades from 17-Oct-01: + +Enron # = 2032181 +Buying US Gas Swap Nymex Dec-01 USD/MM-L 100 @ $2.96125 + +Enron # = 2032182 +Selling US Gas Swap Nymex Jan-02 USD.MM-L 100 @ $3.13875 + +If you have any questions, please contact me at (405) 553-6475. + +Thanks, +Cindy Kisling +OGE Energy Resources +(405) 553-6475 - voice +(405) 553-6498 - fax +Kislince@er.oge.com" +"arnold-j/deleted_items/345.","Message-ID: <19965433.1075852699800.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 05:44:06 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/18 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude26.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas26.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil26.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded26.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG26.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG26.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL26.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/346.","Message-ID: <14720465.1075852699823.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 05:47:09 -0700 (PDT) +From: msagel@home.com +To: jarnold@enron.com +Subject: Crude update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Mark Sagel"" @ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Continue to look for setup to go long crude. For today, ET generates a buy signal if December trades under 2187 and closes over 2210. For the January contract, it must trade below 2203 and close over 2225. If crude does not close up on the day, then a buy signal can occur tomorrow by trading above today's high. Will update any new parameters as necessary." +"arnold-j/deleted_items/347.","Message-ID: <10037162.1075852699847.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 05:39:58 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com +Subject: RE: market +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +thx + +-----Original Message----- +From: Arnold, John +Sent: Thursday, October 18, 2001 8:28 AM +To: Abramo, Caroline +Subject: RE: market + + +stg adjusted means factoring in cost of carry and taxes +stg curve looks more realistic in market areas when you add basis on. + +-----Original Message----- +From: Abramo, Caroline +Sent: Wednesday, October 17, 2001 9:50 PM +To: Arnold, John +Subject: RE: market + + +john- thank you.. what do you mean by storage adjusted prices? and also comment on non-discretionary stg at peak times.. why in producing region? + +-----Original Message----- +From: Arnold, John +Sent: Tue 10/16/2001 11:03 PM +To: Abramo, Caroline +Cc: +Subject: RE: market + + +Thanks. +Surprised your shorts are still so confident. Trade shorts are quickly losing confidence based upon cash, shape of curve, and momentum. I think curve flattens a little more and then comes down in parallel shift down. +1. jan and feb are highest storage adjusted prices on curve. For market area sales, add on basis and dec and march are next. Question is whether there is enough non-discretionary stg to meet load at other times and in the producing region. A lot of stg has to come out either for tariff or engineering reasons. Million dollar question. +2. Think Nov bidweek will be weak. Don't know who baseload buyers are unless trade gets bullish. Nov is a relatively flat month as far as injections. stg operators dont have room to buy baseload gas and I think utilities will be planning to meet load using stg. At current prices, producers apply more pressure to wells, lng doesnt get diverted again, lose some load to resid, lose any momentum of industrial load coming back. Dont think gas market can handle that. +3. No clue. + +-----Original Message----- +From: Abramo, Caroline +Sent: Tue 10/16/2001 10:21 PM +To: Arnold, John +Cc: +Subject: market + + +awesome call on cash.. it does not get any better than that.. you picked the bottom- i am getting it slowly.. lots of calls today from people i do not speak to every day.. not too much panic from guys who are short.. most looking to put more on.. selling dec01 outright or buying gas daily puts on dec and jan... except pulaski who pared down dec01 short with us from 4000 to 1000.. do not think he's got on alot elsewhere. no one has anything on longer dated.. no one can figure out economy... + +questions: +1. why would any of the discretionary storage operators withdraw gas in the winter based on the current curve? +2. where do you think index gets set this month? i am thinking that utilities will overestimate loads for Nov01 and buy more during bidweek.. index gets set high and depending on Nov weather.. it could come back onto the market weakening cash again.. +3. do you have a view on eastern power for the winter? i do not understand the market drivers in the winter. + +thanks very much, +c " +"arnold-j/deleted_items/348.","Message-ID: <16467642.1075852699870.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 14:56:27 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: From Pros Revenue Mgmt +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +This guy has been trying to get in touch with you the last few days and I have been intercepting his calls. I told him to email me the correspondance and I would make sure you received it. Is this anything that would be of interest to you? + +-Ina + +-----Original Message----- +From: Mark Sullivan [mailto:msullivan@prosrm.com] +Sent: Wednesday, October 17, 2001 4:47 PM +To: Rangel, Ina +Subject: PROS Revenue Management: Energy Profit Optimization Workshop + + +Dear Ina, + +Please forward the following to John Armold: + +John, my name is Mark Sullivan with PROS Revenue Management and we are the +world's leader in revenue management technology for the airline and energy +industries, among others. On Monday, November 5, in Houston we will be +holding an Energy Profit Optimization Workshop which will demonstrate how +you can use revenue optimization technology to increase your revenues by +10-25% in EACH of your Trading, Transportation and Storage operations while +also reducing your operating costs. This workshop has proven to be a +significant career enhancing event for people in the energy field, +particularly at the Senior Trader level, and I strongly encourage you to +attend. I would be happy to tell you more about it if you would call me +back at 713-335-5812 or you can visit our website at www.prosrm.com which +provides more information, directions and free registration. + +Best regards, +Mark + +Mark F. Sullivan +Director Business Development +PROS Revenue Management, Inc. +email: msullivan@prosrm.com +Ph: (713) 335-5812, Fax: (713) 335-8144 + + +--------- +This e-mail is for the designated recipient only and may contain privileged +or confidential information. If you have received it in error, please notify +the sender immediately and delete the original. Any other use of this e-mail +is prohibited." +"arnold-j/deleted_items/349.","Message-ID: <14712490.1075852699896.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 15:33:31 -0700 (PDT) +From: hotdeals@800.com +To: jarnold@ect.enron.com +Subject: FREE Shipping on ALL Digital Cameras! SanDisk Memory on Sale! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""hotdeals@800.com"" @ENRON +X-To: JARNOLD@ECT.ENRON.COM +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + October 2001 Vol. 53 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] = +[IMAGE] [IMAGE] 4.0 and 5.0 MP models are here! Choose from top brands a= +t prices from $699.94. And regardless of resolution, get FREE shipping with= + ANY digital camera purchase! But not for long. Click here to learn more . = + Special offer on all new wireless phone activations. 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This email wa= +s sent to: JARNOLD@ECT.ENRON.COM If you prefer not to receive any future m= +ailings from 800.com, simply send email to: unsubscribe@800.com . We love = +to hear ALL comments, suggestions, and questions. Send them to: support@800= +.com . [IMAGE] =09 +" +"arnold-j/deleted_items/35.","Message-ID: <31910860.1075852689277.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 05:57:09 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Northwest Natural In Talks With Enron Over Portland Utility +The Wall Street Journal, 10/05/01 + +NW NATURAL CONFIRMS TALKS REGARDING PORTLAND GENERAL ELECTRIC +PR Newswire, 10/05/01 + +Enron in Talks to Sell Oregon Utility to Northwest Natural Gas +Bloomberg, 10/05/01 + +UK: Enron in talks to sell Portland to Northwest-WSJ. +Reuters English News Service, 10/05/01 +Enron in talks to sell Portland General to Northwest Natural - report +AFX News, 10/05/01 +Enron Considers Selling Utility Unit to Northwest Natural for $1.8 Billion +Dow Jones Business News, 10/05/01 +Enron May Sell Portland for $2.8 Billion, WSJ Says (Update3) +Bloomberg, 10/05/01 + +USA: Northwest Natural increases quarterly common div. +Reuters English News Service, 10/05/01 +Enron to eliminate 500 jobs in Europe +Houston Chronicle, 10/05/01 +UK's BG Says Purchase Of Enron India Assets In Jeopardy +Dow Jones International News, 10/05/01 +INDIA PRESS: Enron Offshore Field Sale To BG May Fail +Dow Jones Energy Service, 10/05/01 +British Gas unlikely to get operatorship +Financial Express, 10/05/01 +INDIA: India Tata to finalise Enron bid in 3 wks - papers. +Reuters English News Service, 10/05/01 +INDIA PRESS: BSES Won't Buy Enron's Stake In Dabhol +Dow Jones International News, 10/05/01 +Tata Power seeks 3 weeks to firm up Dabhol offer +Business Standard, 10/05/01 +Tata Power, Enron set for time-bound talks on DPC stake sale +Financial Express, 10/05/01 +Moody's Modi on Tata Power Plan to Buy Enron Unit: Comment +Bloomberg, 10/05/01 + +UK: Enron to cut up to 10 pct of European workers-WSJ. +Reuters English News Service, 10/04/01 + + + + + + +Northwest Natural In Talks With Enron Over Portland Utility +By Wall Street Journal staff reporters Robin Sidel, Rebecca Smith and Nikhil Deogun + +10/05/2001 +The Wall Street Journal +B2 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Enron Corp. is in advanced discussions to sell its Portland General Electric utility unit to Northwest Natural Gas Co. for about $1.8 billion in cash and stock in a highly leveraged transaction that would eventually give Enron a minority stake in Northwest, according to people familiar with the matter. +The discussions are at a very delicate stage, and some important points need to be finalized, these people caution. The current environment could also make financing such a transaction quite difficult, and board approval isn't a certainty. However, should the two sides agree to terms, a deal could be announced in the next few days. Northwest Natural is also expected to assume roughly $1 billion in debt. +Enron and Northwest Natural declined to comment. +If a transaction is consummated, it would come nearly six months after the collapse of Enron's agreement to sell the utility to Sierra Pacific Resources. That transaction fell apart in part because of the California energy crisis. +A purchase of Portland General would be a very big bite for Northwest Natural, which has a market capitalization of just $650 million and supplies natural gas to more than 500,000 residential and business customers in Oregon and Vancouver, Wash. Portland General is an electric utility serving more than 1.4 million customers in Oregon. +The deal would bring together two Oregon utilities whose executives and employees know each other well. Richard G. Reiten, Northwest's chairman and chief executive, was president and chief operating officer of Portland General between 1989 and 1996, and also served on its board. +By buying a utility, Northwest would hope to have more bargaining power in its gas purchases, enabling it to buy more product and store it when prices are cheap. A deal would be accretive to Northwest's earnings, people familiar with the matter say. And the financial risk for Northwest Natural is somewhat muted because Enron is helping to facilitate and finance the transaction by agreeing to take common stock and convertible preferred stock in Northwest Natural in addition to cash. Northwest Natural would finance the transaction with debt and equity offerings. +Shares of Northwest Natural were trading up $1.04 at $25.99 in 4 p.m. composite trading on the New York Stock Exchange, while Enron stock was down 39 cents a share at $33.10. +For Enron, a deal with Northwest Natural would be the latest twist in a five-year ordeal that was supposed to help the nation's biggest energy trader break into California's deregulating electricity market. But the utility business proved less valuable than anticipated when Enron was prevented from selling off utility contracts that enabled it to buy electricity cheaply. And California's market developed serious problems last year that made it a less attractive place for Enron to do business. +Enron, which also owns a major gas-transmission pipeline system, has a history of buying assets and businesses, learning what it can from them, and then selling off the bulk of physical assets so it can reinvest capital elsewhere. +It isn't clear where Enron will put the capital to work that it garners from the sale. Its broadband telecommunications business is in the doldrums and it recently said it would invest $250 million in it this year, down from a formerly projected $750 million. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +NW NATURAL CONFIRMS TALKS REGARDING PORTLAND GENERAL ELECTRIC +2001-10-05 08:39 (New York) + + +(The following is a reformatted version of a press release issued by NW Natural +and received via fax. The release was confirmed by the sender.) + +October 5, 2001 + +NW NATURAL CONFIRMS DISCUSSIONS REGARDING PORTLAND GENERAL ELECTRIC + +PORTLAND, Ore. - Northwest Natural Gas Company (NYSE: NWN) (""NW Natural""), in +response to press reports, today confirmed that it is engaged in discussions +with Enron Corp. (NYSE: ENE) regarding a potential acquisition by NW Natural of +Enron's wholly-owned subsidiary, Portland General Electric Company (PGE). There +can be no assurances that any transaction will result from these discussions, +NW Natural does not intend to make any additional comments regarding this matter +unless and until a formal agreement has been reached. + + + +Enron in Talks to Sell Oregon Utility to Northwest Natural Gas +2001-10-05 08:37 (New York) + + + Houston, Oct. 5 (Bloomberg) -- Enron Corp., the largest +energy trader, is in talks to sell its Portland General Electric +utility to Northwest Natural Gas Co., more than five months after +a planned sale to Sierra Pacific Resources collapsed. + + Northwest didn't give a price in a faxed statement. The Wall +Street Journal put the potential price at $2.8 billion in cash, +stock and assumed debt, citing unidentified people familiar with +the matter. Enron spokesman Mark Palmer declined to comment. + + +UK: Enron in talks to sell Portland to Northwest-WSJ. + +10/05/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 5 (Reuters) - U.S. energy group Enron Corp is in advanced talks to sell its Oregon-based Portland General utility to Northwest Natural Gas Co for $1.8 billion, the Wall Street Journal's online edition reported. +Citing people familiar with the matter, it said talks were at a delicate stage and financing could be a problem for Northwest, which has a market value of only about $650 million. +But a deal could be announced in the next few days with Northwest assuming also some $1 billion of debt, it said. +Earlier this year, Enron's plans to sell Portland to Sierra Pacific Resources Corp broke down amid the California power crisis. +In the aftermath of that deal's collapse, industry sources said Britain's Scottish Power Plc , which owns another Oregon-based utility PacifiCorp, had also held talks to buy Portland. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron in talks to sell Portland General to Northwest Natural - report + +10/05/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +NEW YORK (AFX) - Enron Corp is in advanced discussions to sell its Portland General Electric utility unit to Northwest Natural Gas Co for about 1.8 bln usd in cash and stock, the Wall Street Journal reported, citing people familiar with the matter. +The highly leveraged transaction, under which Northwest Natural is also expected to assume roughly 1 bln usd in debt, would eventually give Enron a minority stake in Northwest. +The discussions are at a very delicate stage. The current environment could make financing such a transaction quite difficult, and board approval is not a certainty. +But should the two sides agree to terms, a deal could be announced in the next few days, the Journal said. +Enron and Northwest Natural declined to comment. +jms For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron Considers Selling Utility Unit to Northwest Natural for $1.8 Billion + +10/05/2001 +Dow Jones Business News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Enron Corp. is in advanced discussions to sell its Portland General Electric utility unit to Northwest Natural Gas Co. for about $1.8 billion in cash and stock in a highly leveraged transaction that would eventually give Enron a minority stake in Northwest, people familiar with the matter told The Wall Street Journal. +The discussions are at a very delicate stage, and some important points need to be finalized, these people caution. The current environment could also make financing such a transaction quite difficult, and board approval isn't a certainty. However, should the two sides agree to terms, a deal could be announced in the next few days. Northwest Natural (NWN) is also expected to assume roughly $1 billion in debt. +Enron (ENE) and Northwest Natural declined to comment. +If a transaction is consummated, it would come nearly six months after the collapse of Enron's agreement to sell the utility to Sierra Pacific Resources. That transaction fell apart in part because of the California energy crisis. +A purchase of Portland General would be a very big bite for Northwest Natural, which has a market capitalization of just $650 million and supplies natural gas to more than 500,000 residential and business customers in Oregon and Vancouver, Wash. Portland General is an electric utility serving more than 1.4 million customers in Oregon. +The deal would bring together two Oregon utilities whose executives and employees know each other well. Richard G. Reiten, Northwest's chairman and chief executive, was president and chief operating officer of Portland General between 1989 and 1996, and also served on its board. +By buying a utility, Northwest would hope to have more bargaining power in its gas purchases, enabling it to buy more product and store it when prices are cheap. A deal would be accretive to Northwest's earnings, people familiar with the matter say. And the financial risk for Northwest Natural is somewhat muted because Enron is helping to facilitate and finance the transaction by agreeing to take common stock and convertible preferred stock in Northwest Natural in addition to cash. Northwest Natural would finance the transaction with debt and equity offerings. +For Enron, a deal with Northwest Natural would be the latest twist in a five-year ordeal that was supposed to help the nation's biggest energy trader break into California's deregulating electricity market. But the utility business proved less valuable than anticipated when Enron was prevented from selling off utility contracts that enabled it to buy electricity cheaply. And California's market developed serious problems last year that made it a less attractive place for Enron to do business. +Shares of Northwest Natural were trading up $1.04 at $25.99 in 4 p.m. composite trading on the New York Stock Exchange, while Enron stock was down 39 cents a share at $33.10. +Copyright (c) 2001 Dow Jones & Company, Inc. +All Rights Reserved. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron May Sell Portland for $2.8 Billion, WSJ Says (Update3) +2001-10-05 06:34 (New York) + +Enron May Sell Portland for $2.8 Billion, WSJ Says (Update3) + + (Adds sale of oil field in India in sixth paragraph.) + + Houston, Oct. 5 (Bloomberg) -- Enron Corp., the largest +energy trader, is in advanced talks to sell its Portland General +Electric utility unit to Northwest Natural Gas Co. for about $2.8 +billion in cash, stock and assumed debt, the Wall Street Journal +said, citing unidentified people familiar with the matter. + + Houston-based Enron ``is getting close to another +transaction'' involving Portland General, Chief Executive Kenneth +Lay said at a conference in New York last month. Enron spokesman +Mark Palmer wasn't immediately available to comment. + + Enron has been trying to sell the utility for more than a +year as it focuses on trading. A $3.1 billion sale to Sierra +Pacific Resources collapsed in April because the California power +crisis made it hard to win approval. Northwest Natural Gas serves +more than half a million Oregon and Washington residents. + + Enron shares declined as much as 2.5 euros, or 6.6 percent, +35.5 ($33) in Germany. They've have fallen 60 percent this year +and dropped 1.2 percent to $33.10 in U.S. trading yesterday. + + Some terms of the transaction, which includes about $1.5 +billion in assumed debt, still need to be completed, the newspaper +said. An agreement on the sale of the Portland, Oregon-based +utility may be announced in the next few days, the Journal said. + + Shift in Focus + + Enron earlier this week agreed to sell oil and natural-gas +fields in India to U.K.'s BG Group Plc for $388 million as it +moves away from owning assets such as power plants and pipelines +to concentrate on trading and brokering energy and other +commodities. + + At a price of $2.8 billion, Portland General would fetch 1.2 +times sales for Enron, less than the average of four times revenue +paid for U.S. utilities this year, Bloomberg data show. + + Mergers and acquisitions in the energy industry surged at the +start of the year as electricity and natural-gas prices reached a +record high. Since then, prices of power and gas have slumped, in +turn deterring companies from making purchases. + + U.S. natural-gas prices, after reaching a record high at the +end of last year, have since plunged 76 percent to $2.413 for each +million British thermal units on the New York Mercantile Exchange. + + Portland General, which Enron bought in 1997 as a platform to +sell power into California's deregulating market, has 725,027 +customers in 51 cities, according to the company's Web site. +Portland, Oregon-based Northwest Natural said in July second- +quarter profit more than doubled to $4.3 million amid cooler +weather and customer growth. + + +USA: Northwest Natural increases quarterly common div. + +10/05/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +PORTLAND, Ore., Oct 5 (Reuters) - Northwest Natural Gas Co. , a utility serving Oregon and Washington, on Friday said its board has increased the company's quarterly dividend on its common stock to 31.5 cents from 31 cents a share. +All dividends, including regular quarterly dividends on the company's outstanding series of preferred and preference stock, will be paid Nov 15 to shareholders of record on Oct 31, Northwest Natural said in a statement. +Chairman and Chief Executive Richard Reiten said the higher dividend is supported by the company's positive financial outlook including solid customer growth, additional earnings potential from the natural gas storage and electric generation markets, and continuing cost savings. +The Wall Street Journal's online edition, citing people familiar with the matter, reported on Friday that energy group Enron Corp. is in advanced talks to sell its Oregon-based Portland General utility to Northwest Natural for $1.8 billion. +A spokesman for Northwest Natural, which serves about 530,000 customers in western Oregon and southwest Washington, could not be immediately reached for comment. +Shares of Northwest Natural climbed $1.04, or 4.17 percent, to $25.99 on Thursday. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Oct. 5, 2001 +Houston Chronicle +Briefs: City & State +Enron to eliminate 500 jobs in Europe +LONDON -- Enron Corp. plans to cut 500 jobs in Europe, about 10 percent of its work force there, according to the company's chief executive in Europe, John Sherriff. +The cuts are the first significant retrenchment by Houston-based Enron since it arrived in Europe in 1989. Enron has been the most aggressive U.S. energy company to expand into Europe's deregulating markets, but its core energy trading businesses have been held back by the slow progress toward market liberalization in the European Union. + + + +UK's BG Says Purchase Of Enron India Assets In Jeopardy + +10/05/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +LONDON -(Dow Jones)- U.K. oil and gas company BG Group PLC (BRG) Friday said a disagreement has broken out that threatens to scuttle its $388 million acquisition of the Indian upstream assets of Enron Corp. (ENE), the U.S. energy group. +Company spokesperson Nicole McMahon said BG's goal of acquiring Enron's operatorship of the offshore Tapti gas field and the Panna/Mukti oil and gas field was being challenged by the fields' two other partners - state-owned Oil & Natural Gas Corp. (P.ONG) and Reliance Industries Ltd.(P.REL) - which jointly hold a 70% stake in the assets. +The Indian government wants ONGC and Reliance to have first option on operatorship, which was being pursued by both companies, an Indian newspaper reported Friday. +When the transaction was announced Wednesday, BG made it clear it would walk away from the deal if it didn't get outright operatorship. +McMahon said negotiations are continuing with ONGC and Reliance who ""have both expressed interest in being the operator of both fields."" +""We believe we have the relevant skills and experience to be the operator,"" she said. She didn't, however, confirm that BG will pull out of the deal if didn't inherit Enron's operatorship of both Tapti and Panna/Mukti fields, located off India's west coast. +""We would have to assess the reasons and the outcomes and consider our options,"" she said +She said a decision will be made by the end of October. +BG has portrayed the purchase of Enron Oil and Gas Ltd., or EOGIL, as significant, both boosting the group's global hydrocarbon production by up to 7%, and diversifying its distribution and pipeline interests in the fast-growing Indian energy market. +About 1018 GMT, BG Group shares were flat at 272.75 pence. +-By Michael Wang, Dow Jones Newswires; +44-20-7842-9386; michael.wang@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +INDIA PRESS: Enron Offshore Field Sale To BG May Fail + +10/05/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW DELHI -(Dow Jones)- U.S.-based Enron Corp.'s (ENE) plan to sell its 30% stake in two offshore oil and natural gas fields to British Gas India Pvt. Ltd. may fall through, the Economic Times reports. +British Gas India is a unit of U.K.-based oil and natural gas company BG Group PLC (BRG). +According to the report, the Indian government has made it clear that the existing equity holders - Oil & Natural Gas Corp. (P.ONG) and Reliance Industries Ltd. (P.REL) - will have the option to decide on the operatorship of the field once Enron exits. +ONGC and Reliance together hold a 70% stake in the joint venture exploration project and have claimed operatorship rights over the Panna-Mukta and Tapti oil and gas fields located in India's western coast. +But British Gas India, which Wednesday announced its plans to take over Enron's offshore interests for $388 million, has made it clear that the deal would fall through if it didn't get the operatorship. +""The governments role is restricted to that of a facilitator. Enron has written to us regarding their decision to exit and the new deal struck with British Gas,"" the report says, quoted India's Petroleum and Natural Gas Minister Ram Naik. +""However, it is for ONGC and Reliance who are existing equity holders to take a decision on the operatorship,"" Naik said. +Naik said BG and Enron have struck the deal keeping in mind the existing condition and the possible consequences. ""It is for them to find a solution,"" Naik said, according to the report. +Newspaper Web site: www.economictimes.com + +-By Himendra Kumar; Dow Jones Newswires; 91-11-461-9426; himendra.kumar@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +British Gas unlikely to get operatorship + +10/05/2001 +Financial Express +Copyright (C) 2001 Indian Express Newspapers (Bombay) Ltd.; Source: World Reporter (TM) + +New Delhi, Oct 4: BRITISH Gas, which has bought Enrons stake in Panna-Mukta-Tapti oil and gas fields for a consideration of $388 million, is unlikely to get operatorship rights of the Panna, Mukta and Tapti oil and gas fields. +The whole deal may then fall apart as transfer of the operatorship rights for these fields was set as a major condition precedent by British Gas for acquiring Enrons 30 per cent stake in the oil venture. +Speaking to newspersons, petroleum minister Ram Naik said that British Gas would not have the first claim of becoming operator of Panna-Mukta-Tapti fields by just buying out Enrons stake. Enron is one of the partners in the in the joint venture oil property along +with Reliance Industries and +Oil and Natural Gas Corporation (ONGC). +\""Even before the deal was clinched, all the three joint venture partners i.e., ONGC, Reliance and Enron had entered into an agreement according to which, if the operator company quits the +joint venture, the first right of refusal lies with the other two partners. +Therefore, the option of becoming operator in the oil property is with the remaining two partners in the joint venture,\"" Mr Naik said. +British Gas India CEO Nigel Shaw told The Financial Express that the company would not accept anything short of full operatorship right. On being asked whether rotatory operatorship would be acceptable to the company, he said, \""No. It is too messy.\"" +Mr Shaw had stated on Wednesday that the deal with Enron, to be transacted by October end, would fall through if it was not given the operatorship of these oil and gas field. +Mr Naik said that ONGC, which holds a 40-per cent stake in these fields had staked its claims in these fields much before the deal was sealed between Enron and British Gas. +Asked on the role of the government in the controversy, Mr Naik said that the Centre will act as a facilitator to help the joint venture companies reach an agreement. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +INDIA: India Tata to finalise Enron bid in 3 wks - papers. + +10/05/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +BOMBAY, Oct 5 (Reuters) - India's Tata Power Co will finalise a bid in three weeks for U.S. energy giant Enron Corp's 65-percent stake in troubled Dabhol Power Co, newspapers said on Friday. +Officials at Tata Power , India's largest private utility, were not immediately available for comment. +Earlier this week, Tata managing director Adi Engineer told Reuters the company was in preliminary talks to buy Enron's controlling stake in Dabhol Power, which runs a $2.9 billion power project on India's west coast. +A Dabhol spokesman said he had no comment. +Dabhol's 740-MW generator in Maharashtra has been shut since June after its sole buyer, a loss-making local utility, stopped purchasing power and defaulted on payments. +Enron then stopped work on a near-complete second phase generation unit that would have increased production capacity to 2,184 MW. +The Financial Express said Indian lenders, who have an exposure of $1.4 billion to the project, will also finalise a revival package in three weeks. +On Thursday representatives from the Industrial Development Bank of India (IDBI) , the largest lender to the project, met finance ministry officials. +Tata Power shares were down 3.16 percent at 93.60 rupees in early afternoon trade while the Bombay index was off 0.27 percent. +The Hindu Business Line said the government had agreed in principle to a set of concessions suggested by the lenders to make the project viable. +It said these included allotting special distribution zones which would buy at least half the power generated by the project's 1,444 MW second phase. +The daily said this would involve ending the state-owned National Thermal Power Corporation's 1,400 MW sale of power to Maharashtra. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +INDIA PRESS: BSES Won't Buy Enron's Stake In Dabhol + +10/05/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW DELHI -(Dow Jones)- India's BSES Ltd. (P.BSX) won't buy U.S. energy company Enron Corp.'s (ENE) 65% stake in Dabhol Power Co., reports the Business Standard. +BSES told the Bombay Stock Exchange it has no interest in the 2,184-megawatt Dabhol due to the ""uneconomical parameters of the project,"" the newspaper said. +Costing $2.9 billion, Dabhol, located in the western Indian state of Maharashtra, is the single largest foreign investment in India to date. Newspaper Web site: www.business-standard.com + +-By Himendra Kumar; Dow Jones Newswires; 91-11-461-9426; himendra.kumar@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Tata Power seeks 3 weeks to firm up Dabhol offer +Our Economy Bureau NEW DELHI + +10/05/2001 +Business Standard +1 +Copyright (c) Business Standard + +Tata Power is expected to firm up its offer for buying foreign equity in Dabhol Power Company in three weeks. +The Indian lenders to the project, which will meet the Centre after three weeks, have asked for a heavy discount on the equity besides several concessions for taking over the $2.9 billion power project, government officials said. +Tata Power had earlier informed the lenders that it would require four weeks from the time discussions were initiated with Enron for buying its equity in Dabhol. +At a meeting with the finance and power ministry officials here today, Indian financial institutions led by Industrial Development Bank of India (IDBI) said that payment by the prospective buyer for 85 per cent held by Enron, GE and Bechtel be made in instalments. +Enron had earlier proposed to sell the foreign equity to domestic lenders in three instalments of 40 per cent, 50 per cent and 10 per cent extending up to January 1, 2003. Indian institutions have an exposure of over Rs 6,000 crore to the 2,184 mega watt project. +Indian lenders have said that the dispute between all the stakeholders should be resolved before the sale of foreign equity. They have also suggested that the new promoter be provided relief like lowering the interest rate on borrowings, according DPC mega power project status and tax concessions. IDBI chairman PP Vora said after the three-hour long meeting that the lenders have been asked to explore alternatives and revert to the Centre after three weeks. Sources said that during the period, Indian lenders would prepare the roadmap for revival of the project. Negotiations with other possible suitors would also be initiated, they added. +The institutions have said that the sale of equity be directly negotiated between Enron and the prospective buyers. While BSES has finally decided not to go ahead with its plans to take over DPC, National Thermal Power Corporation has said the project was not economically viable for it. Akin to Godbole Committee recommendations, the institutions have also recommended conversion of dollar-denominated debt to rupee loans to prevent tariff escalation. With DPC having already initiated arbitration proceedings against Maharashtra State Electricity Board (MSEB), the Indian lenders would also look at the legality of sale while the issue was sub-judice. +Today's meeting, convened by finance secretary Ajit Kumar, was attended by power secretary A K Basu, Vora and other senior executives from IDBI, ICICI, IDFC and State Bank of India apart from government officials. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Tata Power, Enron set for time-bound talks on DPC stake sale + +10/05/2001 +Financial Express +Copyright (C) 2001 Indian Express Newspapers (Bombay) Ltd.; Source: World Reporter (TM) + +Mumbai, Sept 28: Tata Power and Enron are understood to be close to an agreement on entering into time-bound negotiations for Tata Power to buy Enrons stake in the troubled Dabhol Power Company (DPC). A time-frame is being talked about in this connection, wherein no other party would be talked to and discussions would take place only between the two sides. +Industry sources said the Industrial Development Bank of India (IDBI), which is acting as a major facilitator to the stake sale, is a key player in the agreement between Tata Power and Enron. Discussions on the sale of the equity would directly take place between Tata Power and Enron, the sources said. +Tata Power managing director Adi Engineer confirmed his meeting with the Enron India managing director K Wade Cline in the presence of IDBI chairman PP Vora on Thursday. ""We have had a preliminary meeting where both the parties were apprised of the situation. We will have to wait for further developments,"" he added. +According to sources, a time-bound agreement between Enron and Tata Power would provide an easy access to the various deals which Enron had struck at the time of commencment of work on the 2,184 mw Dabhol project. Tata Power would have to look into over 500 documents related to the Dabhol project and do the due deligence before giving a concrete offer to Enron. +Tata Power, in a bid to expand its presence across the state, is also keen to hold hard, bargaining over the ""acceptable"" tariff of the project which would have to be restructured. Investment banking major JM Morgan Stanley, which is understood to be advising the Tatas on the deal, has already swung into action and has started collecting necessary back-up information from various sources including the Maharashtra State Electricity Board, for Tata Power. +While no comment was available from Enron on the issue, financial institution sources said: ""Tata Power is interested in talks. It is a good thing if things work out between the two sides."" JM Morgan boss Nimesh Kampani had no comments to offer to The Financial Express when asked about the developments. +The FIs, led by IDBI, had been keen that they would play the role of facilitator in the sale of the Enron stake in DPC, since huge sums of money are stuck in the project for the borrowers. While even BSES Ltd was being mentioned earlier as one of the contenders, the company does not seem inclined to proceed with it now. That leaves Tata Power as the chief contender for the stake sale. +The FIs are also expected to play a role in roping in a partner for the LNG facility which is to be hived off. The names of some of the gas majors like British Gas, BP, Shell, Reliance in addition to the state-run Gas Authority of India (Gail) are being mentioned as potential partners in this connection, the sources said. The FIs are clear that any discussion on the LNG facility will have to include the new sponsor of the project. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Moody's Modi on Tata Power Plan to Buy Enron Unit: Comment +2001-10-05 06:20 (New York) + + + Mumbai, Oct. 5 (Bloomberg) -- Chetan Modi, an analyst with +Moody's Investor's Services in London, speaks on plans by Tata +Power Ltd. to bid for Enron Corp's India unit, Dabhol Power Co. + + Tata Power is India's biggest power producer and has bonds +worth $240 million trading overseas. The bonds are rated at two +levels below investment grade by Moody's, at ``Ba2'' or same as +the country's sovereign rating. + + ``Its inevitable for Tata Power to be interested in buying +Dabhol. Power is their core business and they have the expertise. +I'd be surprised if they weren't interested. + + ``Tata Power management told us they've indicated an interest +but have had no formal discussions with Enron. + + ``We will look at the deal holistically if -- and that's a +big if -- Tata decides to buy Dabhol and its implications on the +company's finances, its debt levels. + + ``We don't see a need to flag (Tata's) bonds as nothing has +happened yet. Dabhol is a big project and the problem will take a +long time to resolve. There are a number of players involved and +all are adamant not to take a haircut. + + ``From Tata Power's point of view the tariff has to be +adjusted to a level that's accepted by its customers without +external supports. The project must stand on its feet.'' + + Enron wants to sell Dabhol because of a payment dispute with +the Maharashtra State Electricity Board, its sole customer. MSEB +stopped buying the power in May, saying it was too expensive. It +owes Dabhol $64 million in unpaid bills. + Dabhol unit is India's biggest foreign direct investment. + + + +UK: Enron to cut up to 10 pct of European workers-WSJ. + +10/04/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 5 (Reuters) - Enron Corp N) is looking to cut its work force in Europe by up to 10 percent, or around 500 jobs, in a move to cut costs and maintain earnings growth, the Wall Street Journal reported on Friday. +""We have around 5,000 employees in Europe and we are seeking to cut our headcount here by between 5 percent and 10 percent, but we will aim as far as possible to achieve this through a program of voluntary severance,"" John Sherriff, chief executive of Enron Europe told the newspaper. +The cuts are the first significant retrenchment by Enron since it arrived in Europe in 1989. +Enron has been the most aggressive U.S. energy company to expand into Europe's deregulating markets, but its core energy-trading businesses have been held back by the slow and piecemeal progress toward market liberalisation in the European Union, the paper reported. +The company declined to be more specific about how far it would scale back individual product lines or coverage of certain geographical areas, the Wall Street Journal said. +""Enron's business continues to grow in Europe in terms of traded volumes and numbers of transactions, but like any company we are constantly seeking ways to do more with less in order to maintain earnings growth,"" Sherriff told the paper. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/350.","Message-ID: <10216439.1075852699979.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 15:37:27 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/18/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/18/2001 is now available for viewing on the website." +"arnold-j/deleted_items/351.","Message-ID: <9674676.1075852700004.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 15:30:00 -0700 (PDT) +From: dutch.quigley@enron.com +To: ravi.thuraisingham@enron.com +Subject: RE: Neural Networks +Cc: john.arnold@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com +X-From: Quigley, Dutch +X-To: Thuraisingham, Ravi +X-cc: Arnold, John +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Here is the EOL information + + +Dutch + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 18, 2001 5:21 PM +To: Quigley, Dutch +Subject: FW: Neural Networks + +This guy is working on an EOL project for me right now. Can you send him a file with our EOL trades for today or yesterday with product, price, buy/sell, and timestamp but counterparty names deleted + + -----Original Message----- +From: Thuraisingham, Ravi +Sent: Thursday, October 18, 2001 4:26 PM +To: Arnold, John +Subject: RE: Neural Networks + +John, just a reminder, please send a sample gapping data when you get a chance. + + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + " +"arnold-j/deleted_items/352.","Message-ID: <31070223.1075852700027.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 17:07:34 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/18/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/18/2001 is now available for viewing on the website." +"arnold-j/deleted_items/353.","Message-ID: <23173985.1075852700050.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 15:25:58 -0700 (PDT) +From: liz.taylor@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Liz +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +Are you kidding! I'm lonely as hell up here. When Greg is out, I have no one to talk too. Missing those trading floor days. Stop by any time and check out the view from here. Greg will be back in the office tomorrow. I'm sure he'd welcome a friendly face after two days with those brutal analysts! + +-Liz + + + -----Original Message----- +From: Arnold, John +Sent: Thursday, October 18, 2001 5:19 PM +To: Taylor, Liz +Subject: + +Liz: +Just wanted to thank you for the astros playoff tix. Thanks for thinking of me. Maybe you'll invite me up to see your new digs before the move.... +John" +"arnold-j/deleted_items/354.","Message-ID: <18880417.1075852700074.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 06:36:36 -0700 (PDT) +From: bob.shiring@rweamericas.com +To: john.arnold@enron.com +Subject: RE: wednesday +Cc: randy.aucoin@rweamericas.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: randy.aucoin@rweamericas.com +X-From: ""Bob Shiring"" @ENRON +X-To: Arnold, John +X-cc: Randy Aucoin +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +OK. See you at 7 PM. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Monday, October 15, 2001 6:34 AM +To: Bob Shiring +Subject: RE: wednesday + + +How about 7:00 + + -----Original Message----- + From: ""Bob Shiring"" @ENRON + Sent: Monday, October 15, 2001 8:09 AM + To: Arnold, John + Cc: Randy Aucoin + Subject: wednesday + + See you wednesday at Sambuca. What time? Randy Aucoin will be +joining + us. Really look forward to seeing you. + + Bob + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of +the intended recipient (s). Any review, use, distribution or disclosure +by others is strictly prohibited. If you are not the intended recipient +(or authorized to receive for the recipient), please contact the sender +or reply to Enron Corp. at enron.messaging.administration@enron.com and +delete all copies of the message. This e-mail (and any attachments +hereto) are not intended to be an offer (or an acceptance) and do not +create or evidence a binding and enforceable contract between Enron +Corp. (or any of its affiliates) and the intended recipient or any other +party, and may not be relied on by anyone as the basis of a contract by +estoppel or otherwise. Thank you. +**********************************************************************" +"arnold-j/deleted_items/355.","Message-ID: <32469653.1075852700179.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 08:58:42 -0700 (PDT) +From: bob.ambrocik@enron.com +To: aaron.adams@enron.com, ana.agudelo@enron.com, billie.akhave@enron.com, + bob.ambrocik@enron.com, bridgette.anderson@enron.com, + aaron.armstrong@enron.com, bryan.aubuchon@enron.com, + c..aucoin@enron.com, ashraf.ayyat@enron.com, bilal.bajwa@enron.com, + briant.baker@enron.com, arun.balasundaram@enron.com, + andres.balmaceda@enron.com, angela.barnett@enron.com, + andreas.barschkis@enron.com, amit.bartarya@enron.com, + bryce.baxter@enron.com, antoinette.beale@enron.com, + angeles.beltri@enron.com, aaron.berutti@enron.com, + amy.bundscho@enron.com, bryan.burch@enron.com, + aliza.burgess@enron.com, andrew.burns@enron.com, + adam.caldwell@enron.com, anthony.campos@enron.com, + brenda.cassel@enron.com, amy.cavazos@enron.com, betty.chan@enron.com, + aneela.charania@enron.com, alejandra.chavez@enron.com, + angela.chen@enron.com, benjamin.chi@enron.com, andy.chun@enron.com, + r..conner@enron.com, audrey.cook@enron.com, barbara.cook@enron.com, + brooklyn.couch@enron.com, beth.cowan@enron.com, bob.crane@enron.com, + bryan.critchfield@enron.com, bernard.dahanayake@enron.com, + andrea.dahlke@enron.com, brian.davis@enron.com, + bryan.deluca@enron.com, bali.dey@enron.com, + ajit.dhansinghani@enron.com, amitava.dhar@enron.com, + bradley.diebner@enron.com, m..docwra@enron.com, bill.doran@enron.com, + alan.engberg@enron.com, brian.eoff@enron.com, brian.evans@enron.com, + ahmad.farooqi@enron.com, brian.fogarty@enron.com, + brian.fogherty@enron.com, allan.ford@enron.com, + bill.fortney@enron.com, bridget.fraser@enron.com, + bryant.frihart@enron.com, alex.fuller@enron.com, alok.garg@enron.com, + brenda.giddings@enron.com, brian.gillis@enron.com, + amita.gosalia@enron.com, bill.greenizan@enron.com, + alisha.guerrero@enron.com, r..guillen@enron.com, amie.ha@enron.com, + bjorn.hagelmann@enron.com, ahmed.haque@enron.com, d..hare@enron.com, + bruce.harris@enron.com, andrew.hawthorn@enron.com, + brian.hendon@enron.com, f..herod@enron.com, andrew.hill@enron.com, + anthony.hill@enron.com, alton.honore@enron.com, brad.horn@enron.com, + bryan.hull@enron.com, alton.jackson@enron.com, aaron.jang@enron.com, + brent.johnston@enron.com, amy.jones@enron.com, + bill.kefalas@enron.com, bilal.khaleeq@enron.com, + akhil.khanijo@enron.com, basem.khuri@enron.com, + bob.kinsella@enron.com, alexios.kollaros@enron.com, + amanda.krcha@enron.com, arvindh.kumar@enron.com, + beverly.lakes@enron.com, amit.lal@enron.com, + andrea.langfeldt@enron.com, bryan.lari@enron.com, + brian.larkin@enron.com, h..lewis@enron.com, angela.liknes@enron.com, + ben.lockman@enron.com, a..lopez@enron.com, albert.luc@enron.com, + anita.luong@enron.com, anthony.macdonald@enron.com, + buddy.majorwitz@enron.com, amanda.martin@enron.com, + arvel.martin@enron.com, bob.mccrory@enron.com, + angela.mcculloch@enron.com, brad.mckay@enron.com, + adriana.mendez@enron.com, angela.mendez@enron.com, + anthony.mends@enron.com, adam.metry@enron.com, + andrew.miles@enron.com, bruce.mills@enron.com, brad.morse@enron.com, + andrew.moth@enron.com, brenna.neves@enron.com, + brandon.oliveira@enron.com, bianca.ornelas@enron.com, + ann.osire@enron.com, banu.ozcan@enron.com, bhavna.pandya@enron.com, + k..patton@enron.com, barry.pearce@enron.com, + biliana.pehlivanova@enron.com, agustin.perez@enron.com, + bo.petersen@enron.com, adriana.peterson@enron.com, + binh.pham@enron.com, adam.plager@enron.com, al.pollard@enron.com, + andrew.potter@enron.com, brian.potter@enron.com, a..price@enron.com, + battista.psenda@enron.com, aparna.rajaram@enron.com, + anand.ramakotti@enron.com, v..reed@enron.com, andrea.ring@enron.com, + araceli.romero@enron.com, angela.saenz@enron.com, + anna.santucci@enron.com, m..schmidt@enron.com, + amanda.schultz@enron.com, anthony.sexton@enron.com, + anteneh.shimelis@enron.com, asif.siddiqi@enron.com, + alicia.solis@enron.com, adam.stevens@enron.com, + alex.tartakovski@enron.com, alfonso.trabulsi@enron.com, + alexandru.tudor@enron.com, adam.tyrrell@enron.com, + adarsh.vakharia@enron.com, andy.walker@enron.com, + alex.wong@enron.com, ashley.worthing@enron.com, + alan.wright@enron.com, angie.zeman@enron.com, andy.zipper@enron.com, + chris.abel@enron.com, cella.amerson@enron.com, + cyndie.balfour-flanagan@enron.com, chengdi.bao@enron.com, + chelsea.bardal@enron.com, corbett.barr@enron.com, + chris.behney@enron.com, chrishelle.berell@enron.com, + craig.breslau@enron.com, charles.brewer@enron.com, + chad.bruce@enron.com, clara.carrington@enron.com, + carol.carter@enron.com, cecilia.cheung@enron.com, + carol.chew@enron.com, craig.childers@enron.com, + celeste.cisneros@enron.com, chad.clark@enron.com, + christopher.cocks@enron.com, chris.connelly@enron.com, + christopher.connolly@enron.com, chris.constantine@enron.com, + christopher.daniel@enron.com, cheryl.dawes@enron.com, + cathy.de@enron.com, clint.dean@enron.com, christine.dinh@enron.com, + claire.dunnett@enron.com, chuck.emrich@enron.com, + carol.essig@enron.com, casey.evans@enron.com, + chris.figueroa@enron.com, charlie.foster@enron.com, a..fox@enron.com, + carole.frank@enron.com, charlene.fricker@enron.com, + christopher.funk@enron.com, clarissa.garcia@enron.com, + chris.gaskill@enron.com, carlee.gawiuk@enron.com, + chris.germany@enron.com, carolyn.gilley@enron.com, + chris.glaas@enron.com, christopher.godward@enron.com, + chad.gramlich@enron.com, cephus.gunn@enron.com, + cybele.henriquez@enron.com, coreen.herring@enron.com, + charlie.hoang@enron.com, chris.holt@enron.com, cindy.horn@enron.com, + cindy.hudler@enron.com, crystal.hyde@enron.com, chad.ihrig@enron.com, + cindy.irvin@enron.com, colin.jackson@enron.com, + charlie.jiang@enron.com, craig.joplin@enron.com, + carol.kowdrysh@enron.com, connie.kwan@enron.com, + chad.landry@enron.com, biral.raja@enron.com, brooke.reid@enron.com, + brant.reves@enron.com, beatrice.reyna@enron.com, + brad.richter@enron.com, bryan.rivera@enron.com, + bernice.rodriguez@enron.com, brad.romine@enron.com, + bruce.rudy@enron.com, blair.sandberg@enron.com, + barbara.sargent@enron.com, bruce.smith@enron.com, + brad.snyder@enron.com, brian.spector@enron.com, + brian.steinbrueck@enron.com, bobbi.tessandori@enron.com, + brent.tiner@enron.com, barry.tycholiz@enron.com, + beth.vaughan@enron.com, brandi.wachtendorf@enron.com, + brandon.wax@enron.com, barbara.weidman@enron.com, + brian.wesneske@enron.com, bill.white@enron.com, + britt.whitman@enron.com, beverley.whittingham@enron.com, + xtrain01@enron.com, xtrain02@enron.com, xtrain03@enron.com, + xtrain04@enron.com, xtrain05@enron.com, xtrain06@enron.com, + xtrain07@enron.com, xtrain08@enron.com, xtrain09@enron.com, + xtrain10@enron.com, dipak.agarwalla@enron.com, + darrell.aguilar@enron.com, diana.andel@enron.com, + derek.anderson@enron.com, diane.anderson@enron.com, + derek.bailey@enron.com, don.bates@enron.com, don.baughman@enron.com, + david.baumbach@enron.com, dennis.benevides@enron.com, + david.berberian@enron.com, don.black@enron.com, + r..brackett@enron.com, daniel.brown@enron.com, + daniel.castagnola@enron.com, diana.cioffi@enron.com, + danny.clark@enron.com, david.coleman@enron.com, + dustin.collins@enron.com, david.cox@enron.com, + daniele.crelin@enron.com, dan.cummings@enron.com, + derek.davies@enron.com, dana.davis@enron.com, + darren.delage@enron.com, david.delainey@enron.com, + christian.lebroc@enron.com, calvin.lee@enron.com, + cam.lehouillier@enron.com, christy.lobusch@enron.com, + chris.luttrell@enron.com, chris.mallory@enron.com, + carey.mansfield@enron.com, ciby.mathew@enron.com, + courtney.mcmillian@enron.com, christina.mendoza@enron.com, + carl.mitchell@enron.com, castlen.moore@enron.com, + cassy.moses@enron.com, christopher.mulcahy@enron.com, + t..muzzy@enron.com, carla.nguyen@enron.com, + christine.o'hare@enron.com, craig.oishi@enron.com, + cindy.olson@enron.com, chuan.ong@enron.com, chris.ordway@enron.com, + chetan.paipanandiker@enron.com, cora.pendergrass@enron.com, + christine.pham@enron.com, chad.plotkin@enron.com, + chris.potter@enron.com, chance.rabon@enron.com, + curtis.reister@enron.com, cynthia.rivers@enron.com, + clayton.rondeau@enron.com, christina.sanchez@enron.com, + cassandra.schultz@enron.com, christopher.schweigart@enron.com, + clayton.seigle@enron.com, cynthia.shoup@enron.com, + carrie.slagle@enron.com, chris.sloan@enron.com, dale.smith@enron.com, + chris.sonneborn@enron.com, chad.south@enron.com, + carrie.southard@enron.com, christopher.spears@enron.com, + cathy.sprowls@enron.com, caron.stark@enron.com, + craig.story@enron.com, colleen.sullivan@enron.com, + chonawee.supatgiat@enron.com, conal.tackney@enron.com, + carlos.torres@enron.com, #23.training@enron.com, + #24.training@enron.com, #25.training@enron.com, + #26.training@enron.com, #28.training@enron.com, + #29.training@enron.com, #30.training@enron.com, + chris.unger@enron.com, clayton.vernon@enron.com, + claire.viejou@enron.com, carolina.waingortin@enron.com, + chris.walker@enron.com, cathy.wang@enron.com, + christopher.watts@enron.com, chris.wiebe@enron.com, + chuck.wilkinson@enron.com, cory.willis@enron.com, + christa.winfrey@enron.com, claire.wright@enron.com, + christian.yoder@enron.com, daniel.diamond@enron.com, + dan.dietrich@enron.com, ei.dumayas@enron.com, + david.easterby@enron.com, david.eichinger@enron.com, + darren.espey@enron.com, david.fairley@enron.com, + daniel.falcone@enron.com, david.fisher@enron.com, + damon.fraylon@enron.com, daryll.fuentes@enron.com, + denise.furey@enron.com, nepco.garrett@enron.com, c..giron@enron.com, + darryn.graham@enron.com, donald.graves@enron.com, + dortha.gray@enron.com, debny.greenlee@enron.com, + donnie.hall@enron.com, david.hanslip@enron.com, + david.hardy@enron.com, daniel.haynes@enron.com, + daniel.henson@enron.com, danial.hornbuckle@enron.com, + daniel.hyslop@enron.com, doyle.johnson@enron.com, + daniel.kang@enron.com, david.karr@enron.com, + darryl.kendrick@enron.com, c..kenne@enron.com, + dayem.khandker@enron.com, dave.kistler@enron.com, + deepak.krishnamurthy@enron.com, doug.leach@enron.com, + daniel.lisk@enron.com, deborah.long@enron.com, + david.loosley@enron.com, david.mally@enron.com, + david.maxwell@enron.com, debbie.mcallister@enron.com, + deirdre.mccaffrey@enron.com, dan.mccairns@enron.com, + damon.mccauley@enron.com, dennis.mcgough@enron.com, + darren.mcnair@enron.com, deborah.merril@enron.com, + dan.metts@enron.com, david.michels@enron.com, + douglas.miller@enron.com, debbie.moseley@enron.com, + dishni.muthucumarana@enron.com, donnie.myers@enron.com, + doug.nelson@enron.com, dale.neuner@enron.com, + debbie.nicholls@enron.com, desrae.nicholson@enron.com, + david.oliver@enron.com, 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elaine.nguyen@enron.com, edosa.obayagbona@enron.com, + eugenio.perez@enron.com, elsa.piekielniak@enron.com, + edward.ray@enron.com, a..rice@enron.com, dean.sacerdote@enron.com, + edward.sacks@enron.com, eric.saibi@enron.com, + diane.salcido@enron.com, david.samuelson@enron.com, + darla.saucier@enron.com, darshana.sawant@enron.com, + elaine.schield@enron.com, darin.schmidt@enron.com, + diana.scholtes@enron.com, don.schroeder@enron.com, + donna.scott@enron.com, dianne.seib@enron.com, doug.sewell@enron.com, + digna.showers@enron.com, daniel.simmons@enron.com, + dana.smith@enron.com, david.stadnick@enron.com, + danielle.stephens@enron.com, dale.surbey@enron.com, + donald.sutton@enron.com, j.swiber@enron.com, darin.talley@enron.com, + g..taylor@enron.com, dimitri.taylor@enron.com, + darrell.teague@enron.com, dung.tran@enron.com, dat.truong@enron.com, + denae.umbower@enron.com, darren.vanek@enron.com, + j..vitrella@enron.com, darrel.watkins@enron.com, + david.wile@enron.com, 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h..nguyen@enron.com, + joseph.nieten@enron.com, jeff.nogid@enron.com, ina.norman@enron.com, + l..nowlan@enron.com, john.oljar@enron.com, john.paliatsos@enron.com, + jeffery.parker@enron.com, joe.parks@enron.com, + jessie.patterson@enron.com, julie.pechersky@enron.com, + ingrid.petri@enron.com, james.post@enron.com, joe.quenet@enron.com, + ina.rangel@enron.com, jeanette.reese@enron.com, + jay.reitmeyer@enron.com, y..resendez@enron.com, + jeff.richter@enron.com, jennifer.riley@enron.com, + jim.robertson@enron.com, isaac.rodriguez@enron.com, + jeff.royed@enron.com, jane.saladino@enron.com, + julie.sarnowski@enron.com, john.scarborough@enron.com, + jeff.skilling@enron.com, imran.syed@enron.com +Subject: Solar Migration - October 13-14, 2001 - Second Notice +Cc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, pamela.brown@enron.com, + paige.cox@enron.com, russell.servat@enron.com, + richard.burchfield@enron.com, clement.charbonnet@enron.com, + randy.matson@enron.com, bob.mcauliffe@enron.com, jim.ogg@enron.com, + wilford.stevens@enron.com, mable.tang@enron.com, + malcolm.wells@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, pamela.brown@enron.com, + paige.cox@enron.com, russell.servat@enron.com, + richard.burchfield@enron.com, clement.charbonnet@enron.com, + randy.matson@enron.com, bob.mcauliffe@enron.com, jim.ogg@enron.com, + wilford.stevens@enron.com, mable.tang@enron.com, + malcolm.wells@enron.com +X-From: Ambrocik, Bob +X-To: Adams, Aaron , Agudelo, Ana , Akhave, Billie , Ambrocik, Bob , Anderson, Bridgette , Armstrong, Aaron , Aubuchon, Bryan , Aucoin, Berney C. , Ayyat, Ashraf , Bajwa, Bilal , Baker, Briant , Balasundaram, Arun , Balmaceda, Andres , Barnett, Angela , Barschkis, Andreas , Bartarya, Amit , Baxter, Bryce , Beale, Antoinette , Beltri, Angeles , Berutti, Aaron , Bundscho, Amy , Burch, Bryan , Burgess, Aliza , Burns, Andrew , Caldwell, Adam , Campos, Anthony , Cassel, Brenda , Cavazos, Amy , Chan, Betty , Charania, Aneela , Chavez, Alejandra , Chen, Angela , Chi, Benjamin , Chun, Andy , Conner, Andrew R. , Cook, Audrey , Cook, Barbara , Couch, Brooklyn , Cowan, Beth , Crane, Bob , Critchfield, Bryan , Dahanayake, Bernard , Dahlke, Andrea , Davis, Brian , Deluca, Bryan , Dey, Bali , Dhansinghani, Ajit , Dhar, Amitava , Diebner, Bradley , Docwra, Anna M. , Doran, Bill , 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Letke, Eric , Lew, Elsie , McLaughlin Jr., Errol , McMichael Jr., Ed , Metoyer, Evelyn , Moon, Eric , Navarro, Elizabeth , Neyra-Helal, Emily , Nguyen, Elaine , Obayagbona, Edosa , Perez, Eugenio , Piekielniak, Elsa , Ray, Edward , Rice, Erin A. , Sacerdote, Dean , Sacks, Edward , Saibi, Eric , Salcido, Diane , Samuelson, David , Saucier, Darla , Sawant, Darshana , Schield, Elaine , Schmidt, Darin , Scholtes, Diana , Schroeder Jr., Don , Scott, Donna , Seib, Dianne , Sewell, Doug , Showers, Digna , Simmons, Daniel , Smith, Dana , Stadnick, David , Stephens, Danielle , Surbey, Dale , Sutton, Donald , Swiber, Dianne J , Talley, Darin , Taylor, Deana G. , Taylor, Dimitri , Teague, Darrell , Tran, Dung , Truong, Dat , Umbower, Denae , Vanek, Darren , Vitrella, David J. , Watkins, Darrel , Wile, David , Williamson, Darrell , Wilson, Derek , Yuan, Ding , Zaccour, David , Adams, Gregory T. , Aley, Graham , Allen, Geoffrey , Arana, Guillermo , Ashmore, Garrett , Babbar, Gaurav , Barkowsky, Gloria G. , Brazaitis, Greg , Breen, George , Bui, Francis , Calvert, Gray , Carlson, Greg , Caudell, Greg , Cernosek Jr., Frank , Chang, Fran , Chapa, George , Cohagan, Fred , Couch, Greg , Dayvault, Guy , Dillingham, Geynille , Dunbar, Graham , Economou, Frank , Emesih, Gerald , Ermis, Frank , Fortunov, Gallin , Freshwater, Guy , George, Fraisy , Gilbert, George N. , Gilbert, Gerald , Gilmour, Grant , Gonzales, Francis , Gonzalez, Gabriel , Grant, George , Guenther, Geoff , Guo, Gloria , Gupta, Gautam , Hayden, Frank , Hickerson, Gary , Hogan, Irena D. , Hoogendoorn, Frank , Hopley, George , Huan, George , Johnson, Greg , Justice, Gary , Karbarz, Frank , Kettenbrink, Gail , Kubove, George , Kudhail, Gurmeet , Lagrasta, Fred , Landau, Georgi , LaVallee, Gina , Law, Gary , Lind, Gregory , Mithani, Farid , Mitro, Fred , Negrete, Flavia , Newman, Frank G. , Prejean, Frank , Presentation, Gas Control , Qavi, Faheem , Rank, Sabina , Scott, Eric , Shaw, Eddie , Shim, Elizabeth , Simpson, Erik , Su, Ellen , Taylor, Fabian , Tow, Eva , Vicens, Emilio , Wallumrod, Ellen , Watts, Ebony , Webb, Elizabeth , Wetterstroem, Eric , Willis, Erin , Zoes, Florence , Alon, Heather , Amiry, Homan , Arora, Harry , Benjelloun, Hicham , Bertram, Hal , Chen, Hai , Connett, Hugh , Cooke, Ian , Cubillos-Uejbe, Humberto , Daryanani, Honey , Dunton, Heather , Elrod, Hal , Estrada, Israel , Gerry, Heidi , Goh, Han , Greig, Iain , Hameed, Harris , Hendrickson, Hollis , Hickman, Harold , Jathanna, Hans , Kendall, Heather , Kroll, Heather , Lin, Homer , Lindley, Hilda , Liu, Ivan , Loh, Huan-Chiew , Lotz, Gretchen , Lynn, Garland , Mack III, Hillary , Mack, Iris , Maltz, Ivan , Martin, Greg , Matthys, Glenn , Mcclellan, George , Mccormick, George , McCumber, Gary , McKinney, Hal , Mendoza, Genaro , Mirza, Husnain , Monroy, Gabriel , Moreira, Hugo , Nemec, Gerald , Nguyen, George , Ogunbunmi, Hakeem , Oo, Hla Myint , Padavala, Giri , Patterson, Grant , Pentakota, Govind , Purcell, Heather , Rivas, George , Rogers, Glenn , Saluja, Gurdip , Savage, Gordon , Schockling, Gregory , Sharp, Gregory R (EGM) , Shively, Hunter S. , Shore, Geraldine , Simpson, George , Snyder, Horace , Solis, Gloria , Stadler, Gary , Steagall, Gregory , Storey, Geoff , Subramaniam, Gopalakrishnan , Tan, Gladys , Taylor, Gary , Tholen, Gail , Trefz, Greg , Tripp, Garrett , Whalley, Greg , Woloszyn, Gina , Wong, Hans , Woulfe, Greg , Yu, Hong , Zambrano, Gina , Allario, John , Allison, John , Althaus, Jason , Alvar, John , Andrews, Jeff , Armstrong, James , Arnold, John , Bagwell, Jennifer J , Ballentine, John , Barker, James R. , Batist, James , Bekeng, Jan-Erland , Bennett, Joel , Best, John , Biever, Jason , Blachman, Jeremy , Blaine, Jay , Bowman, John E , Brysch, Jim , Buchanan, John , Buss, JD , Casas, Joe A. , Cassidy, John , Chen, James N , Chismar, John , Cho, Jae , Choate, Jason , Choe, Joon , Cline, Jesse , Cobb, Jeff , Cobb, Julie , Cole, Jim , Cornett, Justin , Coyle, John , Crook, Jody , Cutaia, Jennifer , Cyprow, Jarrod , Day, Justin , Defenbaugh, John , Dietrich, Janet , Disturnal, John , Doan, Jad , Dua, Jatinder , Errigo, Joe , Espinoza, Javier , Fallon, Jim , Fayett, Juana , Ferrara, Julie , Fischer, Jason , Forney, John M. , Fraser, Jennifer , Galan, Joseph M. , Gamblin, Jeff , Garvey, Jason , Godbold, John , Gordon, Joe , Goughary, Jim , Grass, John , Greene, John , Griffith, John , Gualy, Jaime , Guan, Julie , Guerra, Jesus , Harding, Jason , Hayes, John , Heinlen, Jonathan , Helton, Jenny , Henderlong, Jon , Henderson, John , Hernandez, Judy , Hess, Jurgen , Hewes, Joanna P , Hirl, Joseph , Hodge, John , Hoff, Jonathan , Homco, Jim , Hopson, Jill , Horne, Jonathan , Huff, Jeff , Hungerford, James , Hunter, Julia , Hunter, Larry Joe , Husain, Karima , Jackson, Jeffrey , Jacobsen, John , Jahnke, John , Jessop, Jaimie , Ji, Jie , Johnston, Jamey , Jordan, Jay , Joyce, Jane , Kaiser, Jared , Kaniss, Jason , Khanani, Junaid , Kilgo, Jason , Kimbrough, Jona , King, Jeff , Kinser, John , Knoblauh, Jay , Kratzer, John , Latham, Jenny , Lee, Jennifer , Lennard, Jonathan , Leo, Johnson , Lewis, Jeff , Lieskovsky, Jozef , Liu, Jim , Lyons, Jeff , Martin, Ingrid , Martin, Jabari , Massey II, John , Mckay, Jonathan , Mcnair, Jason , McPherson, John , Mills, Jana , Molinaro, Jeffrey , Moore, Jerry Thomas , Morse, Jana , Mrha, Jean , Munoz, John , Newgard, Jim , Nguyen, Jennifer , Nguyen, John H. , Nieten, Joseph , Nogid, Jeff , Norman, Ina , Nowlan Jr., John L. , Oljar, John , Paliatsos, John , Parker, Jeffery , Parks, Joe , Patterson, Jessie , Pechersky, Julie , Petri, Ingrid , Post, James , Quenet, Joe , Rangel, Ina , Reese, Jeanette , Reitmeyer, Jay , Resendez, Isabel Y. , Richter, Jeff , Riley, Jennifer , Robertson, Jim , Rodriguez, Isaac , Royed, Jeff , Saladino, Jane , Sarnowski, Julie , Scarborough, John , Skilling, Jeff , Syed, Imran +X-cc: Bhagat, Sanjay , Blanco, Alicia , Coles, Frank , Croucher Jr, Mike , DeRidder, Adam , Goebel, Jon , James, Matthew , Morehead, Lee , Rimoldi, Anthony , Rockwell, Jason , Uribe, Carlos , Wang, John , Wolf, Mark , Brown, Pamela , Cox, Paige , Servat, Russell , Burchfield, Richard , Charbonnet, Clement , Matson, Randy , McAuliffe, Bob , Ogg, Jim , Stevens, Wilford , Tang, Mable , Wells, Malcolm +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + Second Notice ---- Second Notice ---- Second Notice ---- Second Notice + + The Enterprise Storage Team will be migrating UNIX home directories and applications to new hardware on October 13 and 14, 2001. The migration will begin on Saturday the 13th at 7:00 PM and will be completed by 1:00 AM on Sunday, October 14, 2001. + + The migration requires a total system outage; so home directories and applications will not be available during the above time period. Please log off before you leave for the weekend. + Development teams members will test migrated applications on Sunday, October 14, 2001. + + If you encounter or observe abnormal behavior with any application used in your normal course of business, please contact the resolution center at 713-853-1411. The resolution center can escalate to the appropriate resource. + +Bob Ambrocik +Enterprise Storage Team +EB 3429F +x5-4577 +bob.ambrocik@enron.com" +"arnold-j/deleted_items/356.","Message-ID: <21745840.1075852700218.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 07:25:19 -0700 (PDT) +From: a..roberts@enron.com +To: ragan.bond@enron.com, home.greg@enron.com, brad.horn@enron.com, + jay.knoblauh@enron.com, dan.mccairns@enron.com, + gregory.schockling@enron.com, stephane.brodeur@enron.com, + chad.clark@enron.com, mike.cowan@enron.com, john.disturnal@enron.com, + chris.dorland@enron.com, lon.draper@enron.com, + carlee.gawiuk@enron.com, mya.johnsen@enron.com, + lisa.mcisaac@enron.com, jonathan.mckay@enron.com, + home.mike@enron.com, home.ryan@enron.com, lee.fascetti@enron.com, + robin.rodrigue@enron.com, james.simpson@enron.com, + richard.tomaski@enron.com, jeff.andrews@enron.com, + bill.white@enron.com, caroline.abramo@enron.com, + david.hoog@enron.com, larry.marcus@enron.com, + trena.mcfarland@enron.com, per.sekse@enron.com, + robyn.zivic@enron.com, preston.roobaert@enron.com, + mike.barry@enron.com, jeff.nielsen@enron.com, + john.pritchard@enron.com, tim.belden@enron.com, + owen.jennifer@enron.com, nordt.kevin@enron.com, + miller.kurt@enron.com, schilmoeller.michael@enron.com, + lyman.peter@enron.com, yildirok.val@enron.com, todd.decook@enron.com, + andy.pace@enron.com, david.ryan@enron.com, dean.sacerdote@enron.com, + f..briggs@enron.com, phil.clifford@enron.com, mario.de@enron.com, + jim.goughary@enron.com, l..wilson@enron.com, steve.bennett@enron.com, + tony.hamilton@enron.com, j.kaminski@enron.com, + jose.marquez@enron.com, g..moore@enron.com, a..roberts@enron.com, + william.smith@enron.com, adam.stevens@enron.com, + joseph.del@enron.com, burnham.steve@enron.com, home.a@enron.com, + home.allen@enron.com, bernardo.andrews@enron.com, + home.andy@enron.com, zipper.andy@enron.com, john.arnold@enron.com, + mckay.com.brad@enron.com, weldon.charlie@enron.com, + chris.germany@enron.com, home.chris@enron.com, + katherine.dong@enron.com, jennifer.fraser@enron.com, + mike.grigsby@enron.com, home.grigsby@enron.com, john.hodge@enron.com, + james.simpson@enron.com, home.jim@enron.com, home.joe@enron.com, + home.john@enron.com, f..keavey@enron.com, home.keavey@enron.com, + home.larry@enron.com, richard.lassander@enron.com, + john.lavorato@enron.com, mike.maggi@enron.com, home.martin@enron.com, + #2.martin@enron.com, a..martin@enron.com, home.martin@enron.com, + mike@enron.com, home.mike@enron.com, home.mike@enron.com, + home.mims@enron.com, jean.mrha@enron.com, scott.neal@enron.com, + home.pereira@enron.com, kevin.ruscitti@enron.com, + jim.schwieger@enron.com, home.scott@enron.com, eric.scott@enron.com, + home.shively@enron.com, s..shively@enron.com, home.tim@enron.com, + home.tom@enron.com, home.vince@enron.com, home.vladislav@enron.com, + home.williams@enron.com +Subject: FW: houston severe weather information +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Roberts, Mike A. +X-To: Bond, Ragan , Greg Schockling @ home , Horn, Brad , Knoblauh, Jay , McCairns, Dan , Schockling, Gregory , Brodeur, Stephane , Clark, Chad , Cowan, Mike , Disturnal, John , Dorland, Chris , Draper, Lon , Gawiuk, Carlee , Johnsen, Mya , McIsaac, Lisa , Mckay, Jonathan , Mike Cowan @ Home , Ryan Watt @ Home , Fascetti, Lee , Rodrigue, Robin , Simpson, James , Tomaski, Richard , Andrews, Jeff , White, Bill , Abramo, Caroline , Hoog, David , Marcus, Larry , Mcfarland, Trena , Sekse, Per , Zivic, Robyn , Roobaert, Preston , Barry, Mike , Nielsen, Jeff , Pritchard, John , Belden, Tim , Jennifer Owen , Kevin Nordt , Kurt Miller , Michael Schilmoeller , Peter Lyman , Val Yildirok , Decook, Todd , Pace, Andy , Ryan, David , Sacerdote, Dean , Briggs, Bill F. , Clifford, Phil , De La Ossa, Mario , Goughary, Jim , Wilson, John L. , Bennett, Steve , Hamilton, Tony , Kaminski, Vince J , Marquez, Jose , Moore, Kevin G. , Roberts, Mike A. , Smith, William , Stevens, Adam , Del Moral, Joseph , Steve Burnham , A South at home , Allen, Phil @ Home , Andrews, Bernardo , Andy Lewis @ Home , Andy Zipper , Arnold, John , Brad McKay.com , Charlie Weldon , Germany, Chris , Chris Germany@ Home , Dong, Katherine , Fraser, Jennifer , Grigsby, Mike , Grigsby, Mike @ Home , Hodge, John , Simpson, James , Jim Schwieger @ Home , Joe Parks @ Home , John Disturnal @ home , Keavey, Peter F. , Keavey, Peter @ Home , Larry May @ home , Lassander, Richard , Lavorato, John , Maggi, Mike , Martin Cuilla @ Home , Martin Cuilla @ Home #2 , Martin, Thomas A. , Martin, Thomas A. @ Home , Mike , Mike @ Home , Mike Maggi @ home , Mims, Patricia @ Home , Mrha, Jean , Neal, Scott , Pereira, Susan @ Home , Ruscitti, Kevin , Schwieger, Jim , Scott Neal @ Home , Scott, Eric , Shively, Hunter @ Home , Shively, Hunter S. , Tim Belden @ home , Tom Donohoe @ home , Vince aminski @ home , Vladislav @ Home , Williams @ Home +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +New feature added to Research page for severe weather.... + + -----Original Message----- +From: Bennett, Steve +Sent: Thursday, October 11, 2001 9:24 AM +To: Roberts, Mike A. +Subject: houston severe weather information + +Can now be found on the research web page: + +http://fundamentals.corp.enron.com/commodityWebs/ENA/Research/Weather/portal/mainWeather.asp + +Click Under: + +""SPECIAL WEATHER ALERT"" + +steve" +"arnold-j/deleted_items/357.","Message-ID: <7467321.1075852700244.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 06:50:04 -0700 (PDT) +From: ravi.thuraisingham@enron.com +To: john.arnold@enron.com +Subject: RE: Neural Networks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Thuraisingham, Ravi +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I'll drop by shortly after 4:30 pm. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 6:06 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +I've got a mtg from 4-4:30ish so either before or after + + -----Original Message----- +From: Thuraisingham, Ravi +Sent: Wednesday, October 10, 2001 6:01 PM +To: Arnold, John +Subject: RE: Neural Networks + +John, I can cover that time frame. I will call you around 3:30 or just drop by if its okay with you. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 10, 2001 5:58 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +Any time tomorrow afternoon around 3 or 4:45 to discuss? + + -----Original Message----- +From: Thuraisingham, Ravi +Sent: Wednesday, October 03, 2001 6:29 PM +To: Arnold, John +Subject: RE: Neural Networks + +John, here is a power point slide that provides a draft outline of the problem at hand. It is very draft in nature but I wanted to get the working version over to you ASAP. I wanted to get this discussion going via written format so that I (or others who may implement this) can stay focused on what you want and not get into broader research, etc.... + +I think I can put a model together if we can define what parameters, the interface (levers) and model (transfer functions) to use that would be useful for you as phase I product. + +I will fire off updates to this document as I make them. If you have a spec doc or ideas that you want to hand write on a print out, please do so and I will update the document. + +I will like to make sure that I am on the same page before beginning to code the program and to start linking to additional moths (month 2, 3, ..) and different curves, etc. + +My Job search has gone well with the Crude desk and I am waiting compensation indication from them to make my decision. Also, Kevin Presto feels that I could potentially help his power group with new market or spread trading. John Suarez is a director who came from the power desk to EBS is going back to work for Kevin Presto. I may have an opportunity to build the southeast market by supporting John. + +I am very grateful that I met you and other key Enron traders during this job search. + + + << File: Neural Ideas.ppt >> + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com + + -----Original Message----- +From: Arnold, John +Sent: Monday, October 01, 2001 3:47 PM +To: Thuraisingham, Ravi +Subject: RE: Neural Networks + +not necessarily looking for predictive power. that's a 3 year project. just for market making skillset. The work that Dave Forster did was just for front month. That creates month 1. Then, similar logic has to create a month 1/month 2 spread to create a month 2 outright market. Same for month 2/ month 3 to create month 3. There might be 24-36 individual markets to create a forward curve. Sometimes month 1 has correlation to the month 1/ month 2 spread. Sometimes it does not. Must create a system that is mechanical but very easy for a human to add bias. + + -----Original Message----- +From: Thuraisingham, Ravi +Sent: Monday, October 01, 2001 10:20 AM +To: Arnold, John +Subject: Neural Networks + +John, I just wanted to give you heads up that I did look into the subject system to learn from what your trading activities and then figure ways to automate some aspects of you daily activities. I will try to send you a few power point slides showing my initial thoughts on the system. + +It appears that neutral network (AI is a subset of this class of learning systems) type of model that takes input from all available sources (including actual market feedback, weather and other fundamentals) and uses curve building functions and other existing tools as transfer functions, along with your own thinking (your processing functions that your neurons are wired up to do), could help the neural network to learn and eventually provide the necessary predictive power. + +Ravi Thuraisingham, CFA +Director, Storage Trading +Enron Broadband Services +p 713.853.3057 +c 713.516.5440 +pg 877.680.4806 +ravi.thuraisingham@enron.com" +"arnold-j/deleted_items/358.","Message-ID: <9702868.1075852700269.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 20:56:20 -0700 (PDT) +From: no.address@enron.com +Subject: Workstation Upgrade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: DL-Technology Architecture@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +What: Workstation upgrade for security enhancements and standardization efforts +When: Schedule as below +How: Small updates will be performed at login; other larger updates can be performed at your convenience. + + +This message box will be presented at the end of the upgrade process and provides important information for the larger updates. + + +If you have any question or issues with this update, ETS users should call the ETS Solution Center at 5-4745 and all others should contact the Resolution Center at 3-1411. + +Desktop Architecture + +Tentative schedule for update: + +Houston Floors Begin after 12:00 noon on +ECN 1 - 10 (except 6) Thursday, October 11 +ECN 11 - 15 (except 14) Monday, October 15 +ECN 16 - 20 Wednesday, October 17 +ECN 21 - 28 (except 24) Friday, October 19 +ECN 33 - 38 Monday, October 22 +ECN 39 - 43 (except Gas Control) Wednesday, October 24 +ECN 46 - 50 Monday, November 5 +All (including trading floors) Wednesday, November 7 +" +"arnold-j/deleted_items/359.","Message-ID: <1579051.1075852700302.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 09:13:45 -0700 (PDT) +From: mike.maggi@enron.com +To: john.arnold@enron.com +Subject: FW: Hello from David Hsu +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Maggi, Mike +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + -----Original Message----- +From: ""David HSU"" @ENRON +Sent: Wednesday, October 17, 2001 10:35 AM +To: mmaggi@enron.com +Subject: Hello from David Hsu + +Mike, + +It was nice to meet you last night. At PanCanadian, I'm the gas options +trader, where much of my work is focused on clearing stuff for customer +business. If you have the opportunity, let me know of any new options +products you guys are working on that I might be able to sell to our +producer, pipeline, and LDC customers for hedging. + +David Hsu + + - David_Hsu.vcf " +"arnold-j/deleted_items/36.","Message-ID: <25351532.1075852689302.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 07:56:38 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: option candlesticks as a hot link 10/5 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks34.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/360.","Message-ID: <31110727.1075852700328.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 03:08:56 -0700 (PDT) +From: news@real-net.net +To: jarnold@ei.enron.com +Subject: Put the fun back on your desktop - FREE! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: RealArcade News @ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Unsubscribe at bottom[IMAGE] + [IMAGE] [IMAGE] Click here to download RealArcade. [IMAGE] [IMAGE] Experience the Internet's first personal game arcade! [IMAGE] Discover the best games in every category and genre [IMAGE] Acquire games easily and reliably [IMAGE] Play games with greater ease and knowledge [IMAGE] Click here to download RealArcade. + remove me privacy policy You are receiving this e-mail because you downloaded RealPlayer(R) or RealJukebox(R) from Real.com(TM) and indicated a preference to receive product news, updates, and special offers from RealNetworks(R). If you do not wish to receive e-mails from us in the future, click on the ""remove me"" link above. RealPlayer(R), RealJukebox(R), Real.com(TM), RealArcade(TM) and RealNetworks(R) are trademarks or registered trademarks of RealNetworks, Inc. All other companies or products listed herein are trademarks or registered trademarks of their respective owners. +" +"arnold-j/deleted_items/361.","Message-ID: <32839750.1075852700355.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 19:06:49 -0700 (PDT) +From: millie.smaardyk@ourclub.com +To: jarnold@enron.com +Subject: The Downtown Club Events +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Millie.Smaardyk@ourclub.com@ENRON +X-To: JOHN ARNOLD +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Members You can participate in the tradition of membership by sponsoring a +new member into the club and having your name put into the drawing for +great giveaways. To name a few, ""a year of complimentary dues; a day at +Bella Rinova Spa"" + The next drawing will be at the Traditional Member Holiday Party on + December 3, 2001 @ The Met + + + Contact membership at + 713.652.0700 or 713.890.8823 + for Information on a Special Initiation Fee Offer + for New Members Through October 31, 2001. + The Downtown Club's Customary Initiation Fee will be Satisfied with a + Donation to the + New York Police & Fire Widows' & Children's Benefit Fund + + + + Friday, October 12, & 26 + Friday, November 2 + Learn Basic Salsa, Merengue, Cha-Cha and Mambo + with Gerald Morris + Two-Time World Dance Champion and Ten-Year Year Studio Owner + Center Club + Six Two-Hour Sessions (Come for One or Come for All) + $300.00/couple $60.00/class + $150.00/singles $30.00/class + Happy Hour with Complimentary Draft Beer, Wine and Snacks + Gerald Morris will teach couples two-step, polka, and waltz + Reservations: Kelley in Athletics 712-654-0877 + + + + Tuesday, October 23 + Special Day of Golf + At Houston Area Golf Courses + All Proceeds Benefit + The New York Police & Fire Widows' and Children's Benefit Fund + Visit or Call the Club for More Details + + + Thursday, October 25 + Chef Russell's Cooking Class + Center Club + 6:00 p.m. + Reservations: Rudy, 713-654-0877 + + + Thursday, October 25 + Budget, Balance, & Beautify + The Met + 7:00 p.m. + Food Demonstration & Tasting + Reservations Required + 713-652-0700 + Menu + Soup + Garden Fresh Cauliflower and Roasted Garlic Soup + Cinnamon Scented Roasted Butternut Squash Soup + Salad + Crisp Cucumber and Vine Ripe Roma Tomatoes + With Bermuda Onions + Tossed in Fresh Lemon-Dill Vinaigrette + Entree + Herb Rubbed Lemon-pepper Breast of Chicken + Wrapped in Whole Wheat Phyllo Dough + Hand-Selected Fresh Field Greens + Tossed in Raspberry Vinaigrette + Fresh Grilled Halibut Fillet + Orange Chili Pepper Glaze + Garden Vegetable Cous Cous + Accompaniments + Ripe Mango Salsa + + + Saturday, October 27 + Halloween Party + The Met + 8:00 - 12:00 p.m. + Food, Costumes, Awards, Music Drink Specials + $10.00 Cash at the Door + Benefits ""Small Steps"" + A center for at risk inner city children + For more information and for reservations, contact: + Keith Robinson 713 -652-0700 + + + Saturday, October 27 + Sky Dive + Meet at the City Club (by Compaq Center) + 7:30 a.m. + Sky Dive Spaceland + Rosharon, TX (30 Minutes) + One Hour of Training, Then You + JUMP + Tandem, with a 1 minute ""free-fall"" + Join Members from The Downtown Club, City Club + and University Club for This Great Opportunity + For more information and for reservations, contact: + Kristin Hawkinson @ City Club + 713-840-9001 + + + LUNCH SEMINAR + ""THE FUTURE OF INVESTMENT and ESTATE PLANNING"" + Presented by: + + Laurie A. McRay, CPA,RIA + Principal Investment Officer ? McRay Money Management, L.L.C. +Ms. McRay will cover investment planning topics, retirement planning under + the new tax act, state of the economy and where + to invest now. + + Scott A. Morrison, JD + Estate Tax Attorney ? Brown McCarroll, L.L.P. + Mr. Morrison will discuss estate planning topics + under the new tax act, education planning with 529 + plans, estate and gift tax planning + plus more informative topics + + Date & Time: + Tuesday, October 30, 2001 at 11:30 a.m. + + Where: + The Downtown Club at the MET + + RSVP + 713-652-0700 + 281-788-0817 or 713-861-8253 + Limited seating available. Please feel free to bring a friend. + Luncheon cost is $20.00 per person + 1 hour of CLE/CPE credit provided + + + St. Luke's Life Enhancement Program + For More Information, Times or Reservations, Call: 713-791-8680 + + + + Blood Screenings + November 15 (Met) + December 13 (Plaza Club) + Choice of: cholesterol* (with or without glucose), thyroid screen, full + wellness profile* (basic chemistry, cholesterol, glucose, complete blood + court + thyroid, cancer screens, hepatitis panel, HIV screen, blood type + *12-hour fast required for these tests + + + Downtown Blood Drive + November 6 (Plaza Club) + December 19 (Met) + Participants receive a free T-shirt plus drink and cookies. + Blood type & total cholesterol reading will be sent via mail. + + + + Mobile Mammography + October 30 (Plaza Club) + December 7 (Met) +This program requires advance registration & doctor's orders for women aged + 35 +. + Please have your paper work into St. Luke's two weeks prior to your + appointment. + Insurance will be accepted (when approved by your plan) + + + Osteoporosis Heel Scan + November 4 (Plaza Club) + For men or women ages 25 +. + + + CPR Certification Training + October 26 (Plaza Club) + Adult Infant/Child + + Also available... + Smoking Cessation Program + Wellness/Nutrition Counseling (by registered nutritionist and/or RN) + Personal Wellness Profiles + Fitness Screens + Infra-red Body Fat Testing + + Bella Rinova Day Spa + New Hours + Closed Mondays (Massages available by appointment) + Tuesday - Wednesday, 11 a.m. - 8 p.m. + Thursday - Friday, 9 a.m. - 8 p.m. + Saturday, 9 a.m. - 4 p.m. + + Complimentary Fall Updates Available + Choose New Make-Up Colors to Enhance Your New Wardrobe + Call 713-571-9216 to schedule your complimentary fall update and + application. + + +For those mid-week blues, try... + +Squash Night -- Margarita Mixers +Every Wednesday night is squash and margarita night at the Met! + All Members and their guests are welcome. + 6:00 - 8:00 p.m. + $10.00 Entry Fee + + +And Mark Your Calendar for These Upcoming Events ... + + Thursday, November 1 + Wine Committee + 6:00 p.m. + Houston Center Club + + + Friday, November 9, 10, 11 + Squash Classic + The Met + + Saturday, November 10 + Paintball Vs. City Club and U-Club + Contact: Jennifer Mangini + 713-654-0877 + + Thursday, November 15 + Annual Nouveau Beaujolais Wine + Cocktail Party + Plaza + 5:30 p.m. - 7:30 p.m. + + Monday, November 19 + Order Turkeys To Go + Houston Center Club + Pick-Up by 5:00 p.m. + Wednesday, November 21 + 713-654-0877 + + Thursday, November 22 + Thanksgiving Brunch + Plaza Club + 11-2 p.m. + 713-225-3257 + + +(See attached file: cycle studio-a 2001.doc) (See attached file: +multipurpose studio C 2001.doc) (See attached +file: soft studio -b 2001.doc) (See attached file: october +center club schedule.doc) + + + - cycle studio-a 2001.doc + - multipurpose studio C 2001.doc + - soft studio -b 2001.doc + - october center club schedule.doc " +"arnold-j/deleted_items/362.","Message-ID: <830478.1075852700378.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 23:26:20 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 15 +" +"arnold-j/deleted_items/363.","Message-ID: <32757098.1075852700401.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 05:27:17 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/19 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude25.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas25.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil25.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded25.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG25.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG25.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL25.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/364.","Message-ID: <20990234.1075852700424.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 05:20:25 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: Natural Gas Market Analysis for 10-19-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find the Natural Gas Market Analysis for today. + +Thanks, +Mark + - 10-19-01 Nat Gas.doc " +"arnold-j/deleted_items/365.","Message-ID: <25134617.1075852700451.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 09:53:25 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,093.33[I= +MAGE]69.89-0.76% NASDAQ1,632.37[IMAGE]20.35-1.23% S?5001,059.05[IMAGE]9.56-= +0.89% 30 Yr53.36[IMAGE]0.250.47% Russell420.40[IMAGE]0.66-0.15%- - - - - MO= +RE [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] = + [IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/19 Core C= +PI 10/19 Trade Balance 10/22 Leading Indicators 10/24 Fed's Beige Book 10/2= +5 Durable Orders - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAGE]Qcharts = +=09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 Love of money is either the chie= +f or a secondary motive at the bottom of everything the Americans do.: Alex= +is de Tocqueville =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/19/2001 12:05 = +ET Symbol Last Change % Chg [IMAGE] QLTI22.46[IMAGE]4.0822.19%[IMAGE] IC= +CC4.75[IMAGE]0.398.94%[IMAGE] SFA20.21[IMAGE]3.0117.50%[IMAGE] ZRAN23.74[IM= +AGE]3.220115.69%[IMAGE] GNSS38.38[IMAGE]4.9814.91%[IMAGE] ITRI26.25[IMAGE]3= +.3014.37%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min= +. otherwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of= + the Day! Q. Phyllis A. McDermitt asks, ""Just what is a Value Stock?""A valu= +e stock, or value investing, is an investing strategy that tries to pick go= +od........ MORE [IMAGE] Do you have a financial question? Ask our editor = + - - - - - VIEW Archive [IMAGE] [IMAGE] [IMAGE]=09 =09=09=09=09[IMAGE]= + [IMAGE] Market Outlook Dow , Nasdaq , S?: As Of: Oct 19 2001 9:10= +AM ET The pre-market bias remains negative. S?futures at 1069, trade two = +points below fair value while the Nasdaq 100 pre-market indicator is lower = +by 5.7 points. Last night, software giant Microsoft (MSFT) posted first qu= +arter earnings of $0.43 per share excluding charges, exceeding the consensu= +s estimate by four cents. On the conference call, management indicated PC d= +emand has deteriorated further, especially in the consumer PC market. .. M= +ORE [IMAGE] - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IM= +AGE]=09 + + + =09 [IMAGE] Today's Feature - Friday The Wisdom of Don Carnage C= +arnage on the real price of petty theft, roller coasters, and self help aut= +hors, help thyselves! [IMAGE] [IMAGE]=09 =09 [IMAGE] Stocks to Wat= +ch As Of: Oct 19 2001 9:15AM ET Stocks To Watch : The pre-market tone = +is weaker but off the worst levels of the morning as the market sifts throu= +gh the barrage of earnings news. The always highly anticipated report from = +Microsoft (MSFT +0.66) has elicited a modestly favorable reaction as the co= +mpany beat by $0.04 for the Sep qtr but guided down slightly for the Dec qt= +r. While XP and Xbox success are eventually anticipated by the company, wea= +ker consumer demand has put a damper on the roll out enthusiasm. Also in th= +e software sector we have PeopleSoft (PSFT +1.4.. MORE [IMAGE] - - - - - = +MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News QLTI News Visudyne(TM) the= +rapy reimbursement in U.S. expanded to include patients with occult form of= + wet age-related macular degeneration PR Newswire: 10/19/2001 03:55 ET QLT= + says Visudyne sales normalized after attacks Reuters: 10/11/2001 08:36 ET= + QLT announces Visudyne(TM) sales for third quarter of 2001 PR Newswire: 1= +0/11/2001 03:03 ET - - - - - MORE [IMAGE] ICCC News IMMUCELL CORP /DE/ FI= +LES FORM 4 (*US:ICCC) EDGAR Online: 10/04/2001 10:39 ET IMMUCELL CORP /DE/= + FILES FORM 4 (*US:ICCC) EDGAR Online: 10/04/2001 10:38 ET IMMUCELL CORP /= +DE/ FILES FORM 10-Q (NASDAQ:ICCC) EDGAR Online: 08/14/2001 17:43 ET - - - = +- - MORE [IMAGE] SFA News Scientific-Atlanta stock soars on cost controls= + Reuters: 10/19/2001 11:50 ET U.S. stocks slump, investors struggle with c= +loudy outlook Reuters: 10/19/2001 11:36 ET U.S. stocks slip on murky earni= +ngs outlook, anthrax Reuters: 10/19/2001 10:44 ET - - - - - MORE [IMAGE] = +ZRAN News Hot stocks highlights -- Oct. 19 Reuters: 10/19/2001 10:19 ET Z= +oran sees 10-15 pct fourth-quarter revenue growth Reuters: 10/18/2001 16:4= +2 ET Zoran Corporation Reports Third Quarter 2001 Results With Record Reven= +ues And Units Sold PR Newswire: 10/18/2001 16:02 ET - - - - - MORE [IMAGE]= + GNSS News U.S. stocks slump, investors struggle with cloudy outlook Reu= +ters: 10/19/2001 11:36 ET U.S. stocks slip on murky earnings outlook, anthr= +ax Reuters: 10/19/2001 10:44 ET Hot stocks highlights -- Oct. 19 Reuters:= + 10/19/2001 10:19 ET - - - - - MORE [IMAGE] ITRI News Hot stocks highligh= +ts -- Oct. 19 Reuters: 10/19/2001 10:19 ET Itron results boosted by automa= +tic meter readers Reuters: 10/18/2001 17:02 ET Itron Reports Record Third = +Quarter Financial Results; Revenues For The Quarter And Year-To-Date Were = +Up 45% And 19%, Respectively Over Last Year BusinessWire: 10/18/2001 16:0= +0 ET - - - - - MORE [IMAGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/366.","Message-ID: <20773909.1075852700551.JavaMail.evans@thyme> +Date: Sat, 20 Oct 2001 06:04:07 -0700 (PDT) +From: yahoo-delivers@yahoo-inc.com +To: jarnold@ect.enron.com +Subject: Yahoo! Newsletter, October 2001 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Yahoo! Delivers@ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +[IMAGE] + [IMAGE][IMAGE] [IMAGE] Market Coverage and World News Live Yahoo! Fin= +anceVision brings you the latest from Washington, New York, and across the = +globe. Coverage is live and interactive, including news conferences with = +the President, the Pentagon, and the FBI. Guests and analysts answer your q= +uestions. View continuous financial updates from the New York Stock Exchan= +ge and the NASDAQ Marketsite. No television in your office? No problem. Wa= +tch FinanceVision at your desk. Movies in Your Mailbox Find out what's n= +ew at the movies via email updates from Yahoo! Movies. Local showtimes, inf= +ormation about new releases, and the latest buzz from Hollywood -- delive= +red direct to your inbox. Subscribe for free today. Take Control of Your = +Remote Tune in to Yahoo! TV for what 's new on the tube. Survivor is back= +, and so is our popular Survivor Pick'em Game . Play with a group of frie= +nds, family, or co-workers, or join a public group to compete with fans acr= +oss the United States. For an opinionated look at this year's TV lineup, do= +n't miss the Fall TV Guide . Make a Personal Connection Looking for someon= +e special? A new friend to hang out with? Millions of people use Yahoo! Per= +sonals -- the person you're looking for might be on Yahoo! looking for you= +! Search the ads or post your own for free. Then connect for less than $20= + per month. Take advantage of this special for new members: Join ClubConn= +ect now and get your first month free. Offer available until November 30, 2= +001. More Great Ways to Yahoo! Short Takes * Take the Court - = +Basketball season is just around the corner. Get in on the action with Yaho= +o! Sports Fantasy NBA . Run your own team of real National Basketball Asso= +ciation players from the season's opening tip to the final battles in Apri= +l. * My Red, White, and Blue Yahoo! - Update your personalized My Yahoo!= + page with a custom theme. Choose from Stars & Stripes, Old Glory, Pink Rib= +bons, your favorite NBA team theme, Sanrio's Hello Kitty, or Yahoo!Delic, a= + perennial favorite. * Yahoo! Travel - Find easy air, hotel, and renta= +l car reservations, vacation and cruise packages, and the latest resources = + for travelers. * Yahoo! Finance Bond Center - Everything you need to k= +now about bonds and their increasing popularity among investors in today's = +uncertain markets. * Make Yahoo! Your Home Page - If your browser lived = +here , you'd be home now . Cool Stuff * Halloween Central - Shop f= +or costumes, decorations, candy, and treats for the spookiest day of the ye= +ar. * Bobbing for Bargains - Bid on scary stuff in the Halloween Showcase= + from Yahoo! Auctions. * Can't Wait to Read? - Try an ebook -- a digital = +version of a print book that you can download and read. We've got your fav= +orites, from Nora Roberts to Stephen King (Riding the Bullet -- only $2).= + * Yahoo! Photos - Need more room for your digital pictures? Sign up f= +or 50MB more photo storage -- only $29.95 per year. * Sit Courtside With S= +pike Lee - Bid for the chance to watch Michael Jordan and the Wizards batt= +le the Knicks in New York on October 30. To support the families of those= + most affected by the tragic events of September 11th, all proceeds from th= +e winning bid will be donated to the UFA Widows and Children Fund. Co= +pyright ? 2001 Yahoo! Inc. =09 + + + =09 + You received this email because your account information indicates that = +you wish to be contacted about special offers, promotions and Yahoo! featur= +es. If you do not want to receive further mailings from Yahoo! Delivers, u= +nsubscribe by clicking here or by replying to this email. You may also mo= +dify your delivery options at any time. To learn more about Yahoo!'s use= + of personal information, including the use of web beacons in HTML-based e= +mail, please read our Privacy Policy . \ =09 +" +"arnold-j/deleted_items/367.","Message-ID: <13231643.1075852700619.JavaMail.evans@thyme> +Date: Sat, 20 Oct 2001 00:12:40 -0700 (PDT) +From: ls2fd8x@msn.com +To: 5e8nx4it@msn.com +Subject: Do you owe money? + [pdp10a] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ls2fd8x@msn.com@ENRON +X-To: 5e8nx4it@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + Do you owe money? Is it getting troublesome keeping track +of all those bills and whom you owe how much and when? Would +it not be easier if you could just make 1 monthly payment +instead of several? We can help! + + If your debts are $4,000 US or more and you are a United +States citizen, you can consolidate your debt into just one +easy payment! You do not have to own a home, nor do you need +to take out a loan. Credit checks are not required! + + To receive more information regarding our services, please +fill out the form below and return it to us, or provide the +necessary information in your response. There are absolutely +no obligations. All the fields below are required for your +application to be processed. + +********** + +Full Name : +Address : +City : +State : +Zip Code : +Home Phone : +Work Phone : +Best Time to Call : +E-Mail Address : +Estimated Debt Size : + +********** + +Please allow upto ten business days for application +processing. + +Thank You + + +Note: If this e-mail arrived to you by error, or you wish +to never receive such advertisements from our company, +please reply to this e-mail with the word REMOVE in the +e-mail subject line. We apologize for any inconveniences + + + + + +ls2fd8x" +"arnold-j/deleted_items/368.","Message-ID: <19017584.1075852700643.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 17:50:44 -0700 (PDT) +From: cortwine@aol.com +To: cortwine@aol.com +Subject: [Cortlandtwines.com] New WebSite Items +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: CortWine@aol.com +X-To: Multiple recipients of CortlandtWines.com-list - Sent by +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hello + +Just a note to let you know that I put up quite a few new items on our web site this past week. + +Check it out at +www.cortlandtwines.com + +Cheers, +Patrick Cipollone, President +Cortlandt Wines.Spirits + + +*************************************************************************** +You received this email because you are subscribed to cortlandtwines.com list. +To be removed from this list email +*************************************************************************** + + + " +"arnold-j/deleted_items/369.","Message-ID: <22570687.1075852700666.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 15:45:32 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/19/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/19/2001 is now available for viewing on the website." +"arnold-j/deleted_items/37.","Message-ID: <9021511.1075852689326.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 10:14:18 -0700 (PDT) +From: 40enron@enron.com +Subject: Email Retention Policy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Global Technology@ENRON +X-To: All Enron Employees N America@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +This is a reminder of Enron's Email retention policy. The Email retention policy provides as follows: + +Message Location - Maximum Retention +Inbox - 30 days +Sent Mail Folder - 30 days +Trash/Deleted Items - Rollover from Inbox for one day +Folders - All Email messages placed in folders will be destroyed after one calendar year. This includes public folders in Outlook. + + +Furthermore, it is against policy to store Email outside of your Outlook Mailbox and/or your Public Folders. Please do not copy Email onto floppy disks, zip disks, CDs or the network. Such actions are prohibited and will not be supported by the IT Department. + +There will be no exceptions to this policy." +"arnold-j/deleted_items/370.","Message-ID: <12687290.1075852700704.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 14:40:56 -0700 (PDT) +From: no.address@enron.com +Subject: SUPPLEMENTAL Weekend Outage Report for 10-19-01 through 10-21-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 19, 2001 5:00pm through October 22, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +SCHEDULED SYSTEM OUTAGES: + +ECS power outage + +A power outage will occur in Enron Center South on Saturday, October 20, 2001 to complete repairs to the electrical riser system required to correct issues resulting from Tropical Storm Allison. + +IDF's and thus network resident applications and data will be off line on all ECS floors 3 through 6 from 10:00 a.m. Saturday until 8:00 a.m. Sunday. + +Trading floors 3, 4, 5 and 6 desktop power will be off beginning 2:00 p.m. Saturday until 12:00 noon Sunday. + +Avaya telephony phone system will be unaffected. However, the turret system will be offline starting 11:00 a.m. Saturday until 1:00 p.m. Sunday. + +Additionally, during this power outage the cooling system will be upgraded. This upgrade may take up to 2 hours. Occupants in the building may experience as much as a five degree rise in temperature. + +Contacts: Stuart Fieldhouse 713-853-5699 + Lance Jameson 713-345-4423 + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: No Scheduled Outages. + +EES: +Impact: EES +Outage: EESHOU-DBPCCS - Sat 8-10am CT +EESTEST-DBPCCS - Sun 9:30-11:30 am CT +EESTEST-WBPCCS - Sun 10am-12pm CT +EESHOU-EEIS - Fri 6-8pm CT +EESHOU-WBPCCS - Sun 8:30-10:35am CT +EESHOU-DBRPS3 - Sat 9-10am CT +EESHOU-OMS01 - Fri 5:30-7:30pm CT +Environments Impacted: EES +Purpose: Install monitoring tools. +Backout: Uninstall +Contact(s): David DeVoll 713-345-8970 + Animesh Solanki 713-853-5147 + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: ALSO SEE ORIGINAL REPORT +Impact: ECN 46 +Time: Sat 10/20/2001 at 9:00:00 AM CT thru Sat 10/20/2001 at 4:00:00 PM CT + Sat 10/20/2001 at 7:00:00 AM PT thru Sat 10/20/2001 at 2:00:00 PM PT + Sat 10/20/2001 at 3:00:00 PM London thru Sat 10/20/2001 at 10:00:00 PM London +Outage: Telecom Closet Clean Up ECN 46 +Environments Impacted: ECN 46 +Purpose: IDF and port management +Backout: +Contact(s): Mark Trevino 713-345-9954 + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +HR: SEE ORIGINAL REPORT + +MESSAGING: SEE ORIGINAL REPORT + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: ALSO SEE ORIGINAL REPORT +Impact: nahou-wwirf01t nahou-wwirf01d nahou-wwjrn01d nahou-wwjrn01tnahou-wwiwn01d +Time: Thu 10/18/2001 at 5:00:00 PM CT thru Fri 10/19/2001 at 7:00:00 PM CT + Thu 10/18/2001 at 3:00:00 PM PT thru Fri 10/19/2001 at 5:00:00 PM PT + Thu 10/18/2001 at 11:00:00 PM London thru Sat 10/20/2001 at 1:00:00 AM London +Outage: SP2 Hotfix 301625 WINS-DNS update +Environments Impacted: Developers and Testers of the server listed below +Purpose: This is our new standard for ALL Web and App servers in our group. +Backout: Rollback SP2 Hot Fix and put old WINS and DNS entries back +Contact(s): Clint Tate 713-345-4256 + +Impact: CORP +Time: Sun 10/21/2001 at 6:00:00 AM CT thru Sun 10/21/2001 at 6:00:00 PM CT + Sun 10/21/2001 at 4:00:00 AM PT thru Sun 10/21/2001 at 4:00:00 PM PT + Sun 10/21/2001 at 12:00:00 PM London thru Mon 10/22/2001 at 12:00:00 AM London +Outage: RMSPROD table/index reorg +Environments Impacted: Corp +Purpose: reduce fragmentation and increase performance. +Backout: Disable restricted session. +Contact(s): Emmett Cleveland 713-345-3873 + +SITARA: +Impact: Production +Time: Sat 10/20/2001 at 7:00:00 PM CT thru Sun 10/21/2001 at 7:00:00 AM CT + Sat 10/20/2001 at 5:00:00 PM PT thru Sun 10/21/2001 at 5:00:00 AM PT + Sun 10/21/2001 at 1:00:00 AM London thru Sun 10/21/2001 at 1:00:00 PM London +Outage: New Hardware - Trinity +Environments Impacted: Corp +Purpose: Improve Sitara performance with Hardware enhancement. +Backout: revert to Madrid as primary. +Contact(s): SitaraonCall 713-288-0101 + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: SEE OIGINAL REPORT + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +SCHEDULED SYSTEM OUTAGES: LONDON +Impact: CORP +Time: Fri 10/19/2001 at 6:00:00 PM CT thru Sat 10/20/2001 at 9:00:00 PM CT + Fri 10/19/2001 at 4:00:00 PM PT thru Sat 10/20/2001 at 7:00:00 PM PT + Sat 10/20/2001 at 12:00:00 AM London thru Sun 10/21/2001 at 3:00:00 AM London +Outage: Complete Powerdown of the London Office +Environments Impacted: All +Purpose: To complete the final works and testing to install a third generator in Enron House +Backout: Switch all equipment back on once power has been restored. +Contact(s): Tracy Pearson 830-34238 London Tie Line + +---------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"arnold-j/deleted_items/371.","Message-ID: <30422201.1075852700727.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 14:46:23 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/19/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/19/2001 is now available for viewing on the website." +"arnold-j/deleted_items/372.","Message-ID: <3502356.1075852700750.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 12:57:07 -0700 (PDT) +From: reminder@reply.myfamilyinc.com +To: jarnold@ees.enron.com +Subject: Notice Regarding Arnold Family Web Site at MyFamily.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""MyFamily.com"" @EES +X-To: jarnold@ees.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +This is an important notice regarding your site, Arnold Family Web Site, on MyFamily.com. + +*************************** +Please DO NOT reply to this message. Your reply will not be received by MyFamily.com. +*************************** + +You are currently a member of Arnold Family Web Site, a free site at MyFamily.com. This site has not been visited in more than 90 days. + +As you are likely aware, MyFamily.com allows members to share photos, news, family trees, and more on a private, interactive website. + +Your site is scheduled to be deleted to make room for other sites on Friday, November 16. If you wish your site to be deleted, please DO NOTHING. + +If you wish to continue to use this free site at MyFamily.com, please visit the following link. Visiting your site will let us know you do not want your site deleted. That is all you need to do. +>>> http://www.MyFamily.com/exec?c=Site&att=YX9QgFCymlfYvpFMJquAEK%2ACvPQbX8%2ACLNHI&htx=Main&siteid=wVAC&memberid=ZWZT9P&_ref=%5CReminders%5CDeadSiteNotify + +Please DO NOT reply to this message. Replies will not be received by MyFamily.com. + +Thank You, +MyFamily.com + +------------------------------------ +Forget your username or password? Click here. +>>> http://www.MyFamily.com/exec?c=Member&att=YX9QgFCymlfYvpFMJquAEK%2ACvPQbX8%2ACLNHI&htx=ChangeUsrPwd&siteid=wVAC&memberid=ZWZT9P&_ref=%5CReminders%5CDeadSiteNotify + + +" +"arnold-j/deleted_items/373.","Message-ID: <9624641.1075852700773.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 07:23:22 -0700 (PDT) +From: jeb.ligums@enron.com +To: john.arnold@enron.com +Subject: Discussion Time +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ligums, Jeb +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, +Please let me know what time to come up this afternoon. Thanks-Jeb x-5-3609" +"arnold-j/deleted_items/374.","Message-ID: <28993303.1075852700805.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 14:17:12 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron Shares Fall on Concern Over CFO's Partnerships (Update4) +Bloomberg, 10/19/01 + +USA: UPDATE 1-Enron stock sustains further heavy losses. +Reuters English News Service, 10/19/01 +Enron Corp. Cut to `Hold' at A.G. Edwards +Bloomberg, 10/19/01 + +BANDWIDTH BEAT: Enron Broadband Unit Takes A Beating +Dow Jones Energy Service, 10/19/01 +Dynegy Chief: Bandwidth Growth Won't Wait For Trading +Dow Jones Energy Service, 10/19/01 +UK: Jobs in base metals down but definitely not out. +Reuters English News Service, 10/19/01 +New Power Hldg Sees Meeting 3Q Loss Estimate +Dow Jones News Service, 10/19/01 + + + + + +Enron Shares Fall on Concern Over CFO's Partnerships (Update4) +2001-10-19 16:24 (New York) + +Enron Shares Fall on Concern Over CFO's Partnerships (Update4) + + (Updates with Chief Financial Officer Fastow didn't +immediately return a call for comment in fifth paragraph.) + + Houston, Oct. 19 (Bloomberg) -- Enron Corp.'s shares have +fallen 26 percent in the past three days on concern the biggest +energy trader's dealings with partnerships run by its chief +financial officer contributed to investment losses. + + Enron's stock dropped 10 percent today. Enron's board cost +the company at least $35 million by allowing Chief Financial +Officer Andrew Fastow to manage LJM Cayman and LJM2 Co-Investment, +partnerships that bought Enron assets, a shareholder alleged +Wednesday in a lawsuit. + + The lawsuit came the day after Enron reported $1.01 billion +in third-quarter losses from failed investments. The Wall Street +Journal reported $35 million of the losses were connected with the +two limited partnerships. Enron also reduced shareholders' equity +by $1.2 billion when it bought back 55 million shares from the +partnerships, the paper reported yesterday. + + ``It looks sleazy,'' said Roger Hamilton, a manager at John +Hancock's Value funds, which own 600,000 shares. ``If you are +someone who invests in a company's management, it's almost time to +punt with Enron.'' + + Enron spokeswoman Karen Denne didn't return calls or written +requests seeking comment. Fastow didn't immediately return a +telephone call for comment. + + Fastow and a handful of associates made more than $7 million +last year in management fees and about $4 million in capital +increases on an investment of about $3 million in one of the +partnerships, the Journal reported today. + + Buying Enron Assets + + Fastow is involved in 17 other similar companies and +partnerships that appear to have ties to Houston-based Enron, +based on filings with the Texas secretary of state. + + The foreign business corporations and limited liability +companies have directors, officers or managers whose address is +listed as 1400 Smith Street in Houston, Enron's corporate address, +according to Texas records. + + Fastow is listed as a director, officer or managing member in +each one. At least one of the companies bought and sold Enron +assets, including foreign power plants. + + Whitewing Management, which lists Fastow as its managing +member, received $807 million from the sale of Enron debt last +year. + + Under the terms of the debt sale, Whitewing is allowed to use +the proceeds to buy power plants from Enron or make other +``permitted investments.'' Whitewing has bought 14 Enron plants or +companies since 1999 and sold four. + + Enron's Denne has not responded to written requests about +Fastow's role at Whitewing or whether he used his knowledge of the +value of Enron assets to benefit outside investors or company +executives at Enron's expense. + + Shares of Enron fell $2.95 to $26.05. They have fallen +69 percent this year. + +--Russell Hubbard in the Princeton newsroom, 609-750-4651 or +rhubbard2@bloomberg.net, and Jim Kennett in Houston, +(713) 353-4871 or jkennett@bloomberg.net/pjm/alp/pjm + + +USA: UPDATE 1-Enron stock sustains further heavy losses. + +10/19/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +(New first paragraph, adds additional analyst comment) +By Andrew Kelly +HOUSTON, Oct 19 (Reuters) - Enron Corp. stock sustained further heavy losses on Friday as investor confidence in the former Wall Street favorite was rocked by reports about the company's relationship with a limited partnership that was run until recently by Enron's chief financial officer. +The energy giant's stock closed down $2.95 or 10.2 percent at $26.05 per share, making a cumulative loss of 27 percent for a week in which Enron reported a third-quarter loss of $638 million, its first quarterly loss in over four years. +Analysts said confidence was shaken by several articles in the Wall Street Journal this week alleging possible conflicts of interest on the part of Chief Financial Officer Andrew Fastow, who until recently ran a limited partnership that bought assets worth hundreds of millions of dollars from Enron. +""I don't think this thing passes the smell test,"" said one analyst who spoke on condition of anonymity. ""I think the CFO should be out of there right now. In the interest of the stockholders, that CFO should be gone,"" he said. +Enron has rejected the suggestion that there was anything improper about the arrangements, but Fastow severed his ties with the LJM2 partnership earlier this year to allay concerns raised by investors and analysts about his dual responsibilities. +POOR JUDGMENT? +Analysts said that at the very least, the arrangement showed poor judgment by senior managers at Enron, which recently pledged to be more open with investors and analysts following a series of high-profile stumbles that culminated with the shock resignation of new chief executive officer Jeff Skilling in August. +""For a company that had a lot of question marks around it already, these questions about financial dealings are really worrisome for investors,"" said Commerzbank Securities analyst Andre Meade. ""It points to poor decision-making on behalf of the board and top management at Enron,"" he said. +Enron, North America's biggest buyer and seller of natural gas and electricity, was one of Wall Street's high flyers last year, when its stock posted a gain of 87 percent. +The stock's ascent was driven by enthusiasm for the company's plans to build a broadband telecommunications business and the success of its EnronOnline Internet energy trading platform. +This year Enron's shares have fallen 69 percent as sentiment toward broadband and the Internet soured, Skilling resigned after only six months as CEO, and the company's Dabhol power plant project in India became mired in a payments dispute. +Moody's Investors Service said earlier this week that it had placed all of Enron's long-term debt obligations on review for a possible downgrade after Enron took $1.01 billion in write-downs and charges that substantially reduced valuations for several non-core businesses, including broadband and water services. +Some of Enron's financing arrangements require the company to maintain investment grade credit ratings. +Analysts said Enron's credibility has been severely damaged and the recent reports about the LJM2 partnership had raised concerns that more unpleasant surprises may lie ahead. +""What don't we know that went on at that company? Where's the credibility?"" asked one frustrated analyst. ""We don't know if it's limited to this,"" he said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +Enron Corp. Cut to `Hold' at A.G. Edwards +2001-10-19 16:27 (New York) + + Princeton, New Jersey, Oct. 19 (Bloomberg Data) -- Enron Corp. (ENE US) +was downgraded to ``hold'' from ``buy'' by analyst Michael C Heim at A.G. +Edwards & Sons Inc. + + + +BANDWIDTH BEAT: Enron Broadband Unit Takes A Beating +By Michael Rieke + +10/19/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +A Dow Jones Newswires Column + +HOUSTON -(Dow Jones)- Early last year, Enron Corp.'s (ENE) hype and skyrocketing share price enticed a number of other energy companies into the telecommunications business. +Now investors are wondering whether Enron is leading the charge out of telecom. +The company announced Oct. 16 that its broadband unit lost $80 million before interest and taxes in the third quarter on revenue of $4 million. In the third quarter of last year, the unit lost $20 million on revenue of $162 million. +Enron also recorded a $180 million non-recurring charge for restructuring its broadband unit in the third quarter of this year. That amount included severance costs for cutting 400-500 jobs, loss on sale of inventory and the reduced value of Enron's content services. +At an analysts meeting Oct. 16, Enron Chairman and Chief Executive Ken Lay said the broadband business is ""not that robust"" right now. Industry revenue is low and there's substantial overcapacity in the bandwidth market, ""more than even we anticipated,"" Lay said. +The company still has a problem finding creditworthy counterparties for bandwidth trading. Consolidation in the telecom sector has also eliminated potential trading partners. +""A year ago it looked like an excellent business to get into,"" he said. ""Others thought so, too."" +Looking back, Enron could have gotten into the broadband business with less capital, Lay said. It spent ""too much too soon."" +An Ominous Comparison + +He compared Enron's move into telecom with its move into the water business with its Azurix unit. That comparison probably won't be good news to those who still have broadband jobs at Enron. +Azurix caused Enron to take a bigger writedown - $287 million - than broadband in the third quarter. The water business has been a bigger and longer-lasting headache than broadband. +Maybe Enron's surviving broadband employees will feel better knowing that Lay told analysts the company is exploring alternatives to preserve its play in telecom at a reasonable price so it will be ready when the business recovers. +It's trying to reduce general and administrative costs in broadband to $40 million a quarter and is on track to reach that goal next year, he said. It could cut those costs even more in order to sustain the business. +Meanwhile, the company is trying to determine which parts of the telecom business it wants to be in, he said. +Enron President and Chief Operating Officer Greg Whalley told analysts the company needs to determine how much network and hardware it needs. +At one time, they had thought that they wanted to use physical network assets as a springboard, Whalley said. Now they ""wouldn't want to forever be in the network business."" +Both executives mentioned the possibility of joint ventures in telecom. Lay said other companies are asking Enron to do them. Whalley said the company has talked about exchanging fiber and other assets. +The one part of the telecom business Enron still seems committed to is broadband intermediation. ""Intermediation"" is a term the company uses in most of its commodity businesses, said an Enron spokeswoman. It's a combination of trading and deal origination - wholesale and enterprise customers. +More Bad News Expected + +Rebecca Followill, a research analyst for Howard, Weil, Labouisse, Friedrichs Inc., she had expected a larger writedown in broadband for the third quarter. +""If you look at how much the stocks of their peers in broadband have fallen, you've got to figure that their assets' values have fallen similarly,"" Followill told Bandwidth Beat. ""I was expecting more like an 80% writedown in broadband."" +Another analyst, who didn't want to be identified, said he also expects more broadband writedowns from Enron. ""To the extent that they can take more writedowns, I think it would make eminently good sense to do it."" +He predicted ""a $200 million haircut"" in the first quarter of next year because of a goodwill valuation issue. +And that might not be the end of it. Enron had a net of $948 million of broadband property, plant and equipment at the end of last year, he said. They had another $600 million of risk management asset receivables, inventories and working capital items. +Followill doesn't see much future in broadband for Enron. +""I think the business will shrink to the point where it won't be shown as a key sector in their reporting,"" she said. +Enron might keep a small broadband group in case the market rebounds, she said. Her investor clients don't expect broadband to contribute to Enron's earnings within the next three years. +She thinks Enron is looking for an exit strategy. +The other analyst said Enron is trying to preserve some value in broadband. ""It doesn't look like there's any right now, to be honest,"" he said. ""They'll carry the trading operation to some degree."" +-By Michael Rieke, Dow Jones Newswires; 713-547-9207; michael.rieke@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Dynegy Chief: Bandwidth Growth Won't Wait For Trading +By Erwin Seba +Of DOW JONES NEWSWIRES + +10/19/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +HOUSTON -(Dow Jones)- Dynegy Inc. (DYN) Chairman and Chief Executive Chuck Watson understands why some think he is mistaken in believing the bandwidth sector has reached its bottom and is recovering. +But those critics don't understand his bandwidth business, Watson told Dow Jones Newswires in an exclusive interview. They don't understand how the business world has changed since the Sept. 11 terrorist attacks, he said. +In announcing third-quarter results for Dynegy Monday, Watson said the bottom in bandwidth demand was reached on Sept. 11 and that the market would begin recovery in the fourth quarter of this year. +Businesses are reassessing where to store data and how to distribute operations to avoid losing everything in a sudden catastrophic event, be it of natural or human origin. That's what's driving the recovery, he said. +Also, businesses will avoid travel, he said, relying instead on video conferencing. +Enron Corp. (ENE) Chairman Kenneth Lay said Tuesday that he hasn't seen any signs of recovery in telecom. The bandwidth market is suffering, in part, because there are few creditworthy companies to trade with, he said. +""They're trying to find trading partners for broadband,"" Watson said. ""That's going to be tough to do."" Dynegy isn't concentrating on bandwidth trading because there isn't ""a realistic model"" for it yet, he said. ""I said two years ago it was at least two years away. I still think it's probably at least two years away, before we actually call it a trading commodity."" +The metro-area infrastructure that Dynegy and other companies are building will create connections between networks, which are needed in order to trade bandwidth as a commodity, Watson said. +It's unfortunate that Enron's model for bandwidth as a traded commodity is the dominant image for the entire market, Watson said. Dynegy's model includes telecom contracts, negotiated directly with customers for long-term supply of bandwidth. +Dynegy's bandwidth trading desk is staffed by four people. For the past several months, they have been buying bandwidth for Dynegy's customers. The goal has been to build a customer base. ""We're looking at being an intermediary, and really looking at the same customers that we feed energy today."" +Since Dynegy lit its 16,000 route-mile network two weeks ago, the trading desk has been trying to fill the company's network instead of buying bandwidth from others. ""I'm trying to find enterprises that have communication requirements,"" Watson said. +He pointed to ChevronTexaco Corp. (CHX) as a target for those services. ""They have offices that never talked to each before,"" he said. ""Now they've got to talk to each other. I would say that the credit quality of Chevron and Texaco is pretty reasonable."" +ChevronTexaco owns about 26% of Dynegy, said a Dynegy spokesman. Dynegy and ChevronTexaco already have a large energy trading relationship which includes natural gas and gas liquids. +The average burn rate of Dynegy Global Communications, the corporation's telecommunications unit, is $20 million to $25 million a quarter, Watson said. In the third quarter, it lost $15 million, down from $20 million in the second quarter. +Dynegy predicts that Global Communications will break even or record a small loss before interest and taxes in the fourth quarter. +""If we can get to (income of) $10 million per month - that's what we need really,"" he said. ""If we can get there by the end of next year, I'll be very happy. I think by '03, this market will have righted itself."" +Watson believes telecommunications has the potential to transform Dynegy. +""Dynegy is an energy company,"" he said. ""Our energy merchant company is doing very well and business is growing like a weed...(Telecommunications) is not our core business by any stretch right now. But I'd love to be able to tell you it's going to be. I'd love to be able to tell you it is someday."" +-By Erwin Seba, Dow Jones Newswires; 713-547-9214; erwin.seba@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +UK: Jobs in base metals down but definitely not out. +By Amanda Cooper + +10/19/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 18 (Reuters) - Dismal industrial demand and the fickleness of hedge funds seduced by more volatile markets have slashed London Metal Exchange members' profits over the past year and set off a gathering wave of job cuts. +The decline and fall of base metal prices in the past year and a half has prompted a series of high-profile companies to withdraw from the market, casting a pall over next week's yearly LME Week industry gathering in London. +Jobs have gone from front office to back in trading houses and banks, raising questions about the prospects for those now seeking work. +""Good people can always be placed. As long as there is a job to fill and the company has a budget to hire,"" Sarah Gilley of London-based recruitment group Exchange Consulting said. +""Where the situation starts to get difficult is where everyone is cutting budgets, people are not being replaced when they leave and there have been an awful lot of redundancies."" +Last week, ScotiaMocatta, a subsidiary of the Bank of Nova Scotia and a key ring dealing member, unveiled its decision to give up open outcry trading on the LME floor, prompting around 25 job losses among traders, phone jockeys and clerks. +Then blue-blooded banker N.M. Rothschild & Sons closed its London and New York base metals units. It left its core precious metals business intact, but 20 base metals staff were laid off in the process. +In the same week, the LME's largest floor trader, Enron Metals, said it planned to cut 10 to 20 percent of its metals staff as part of an exercise to cut 250 to 500 jobs in the Enron Group . +SECURITY +With three big market players and several major banks with commodities divisions slashing jobs at the same time, competition in the labour market will intensify and those in work are becoming wary about job security. +""What we're finding at the moment is that there is still demand for traders with a track record, which is possibly increasing because people are nervous about their jobs and so they're keen to stay put,"" Gilley said. +""So whereas someone who might be a big money-spinner with a track record would have previously stayed in their job for two to three years, they are now staying for three to five years. +""They probably feel that they're reasonably safe where they are, they're well recognised and not going to stick their necks out,"" she said. +BONUS FEARS +October has never traditionally been a strong month for the the jobs market in base metals as players are often distracted by LME week functions and conferences +Also, traders tend to be looking towards their annual performance-linked bonuses, which are usually announced at the end of the year. +""Those who are in work at the moment are sticking. Often at this time of year, people are hanging on for their bonuses. But I don't think any of them are anticipating good bonuses. They're probably just happy to have a job,"" Sian Griffiths of Exchange Consulting said. +LME volumes traded have been fallen over the past 18 months as the powerful hedge funds that once took a shine to the metals swarmed into areas such as hi-tech and telecomms stocks. +Metals traders who handled the large volume of fund activity have begun to focus again on moree traditional clients, and this may yet prove a boon for the jobs market. +Companies are seeking to fill a shortage of staff schooled in the traditional practices of trading physical metal. +""A lot of companies who had sidelined the traditional physical business are now re-aligning their focus and need poeple who understand the physical market and know how to set up a hedge and manage it, "" Gilley said. +""The other area where demand has markedly increased in comparison to a few years ago is marketing,"" she added. +As for morale in the industry, individuals' confidence in their future is seemingly undimmed. +""Just because I've lost my job doesn't mean I'm going to sell my Porsche,"" one trader said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +New Power Hldg Sees Meeting 3Q Loss Estimate + +10/19/2001 +Dow Jones News Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +PURCHASE, N.Y. -(Dow Jones)- New Power Holding Inc. (NPW) expects to meet its prior third quarter loss estimates; and said it has revised an agreement with Enron Corp. (ENE), lowering the collateral New Power must post under a master netting agreement. +In a press release Friday, New Power said the amendment to the Enron pact and cost-cutting efforts will allow the company to continue to conduct business until it secures ongoing asset-backed financing. +The company reiterated its earlier expectations of a third quarter loss of $65 million to $70 million, or $1.12 to $1.20 a share. +Analysts put the company's third quarter loss at $1.16 a share, according to Thomson Financial/First Call. +Third quarter revenue will be ""slightly lower"" than the $60 million to $65 million forecast in August, New Power said. + +In the year-ago third quarter New Power lost $1.23 a share on revenue of $18.19 million. +The amendment to the master netting agreement with Enron North America Corp., Enron Energy Services Inc. and Enron Power Marketing Inc. affects the master cross-product netting, setoff, and security agreement, and expands through Jan. 4 the types of collateral that New Power is permitted to post to the Enron units. +Under the amended pact, the first $70 million of posted collateral must be in the form of cash, while amounts in excess of $70 million may consist of not more than $40 million of eligible receivables and inventory of New Power, valued at discounts specified in the amendment, and subject to a $25 million limit for October 2001. +Shares of New Power traded recently on the New York Stock Exchange at $1.67, up 1 cent, or 0.6%, on early composite volume of 7,900 shares. Average daily volume is 223,800 shares. +-Bill Platt; Dow Jones Newswires; 201-938-5400 + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +" +"arnold-j/deleted_items/375.","Message-ID: <12985920.1075852700830.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 05:00:37 -0700 (PDT) +From: trytb910@msn.com +To: i3ytqktw@msn.com +Subject: Do you owe the IRS money? + [2a994] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: trytb910@msn.com@ENRON +X-To: i3ytqktw@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Have tax problems? Do you owe the IRS money? If your debt is +$10,000 US or more, we can help! Our licensed agents can help +you with both past and present tax debt. We have direct contacts +with the IRS, so once your application is processed we can help +you immediately without further delay. + +Also, as our client we can offer you other services and help with +other problems. Our nationally recognized tax attorneys, +paralegals, legal assistants and licensed enrolled agents can +help you with: + +- Tax Preparation +- Audits +- Seizures +- Bank Levies +- Asset Protection +- Audit Reconsideration +- Trust Fund Penalty Defense +- Penalty Appeals +- Penalty Abatement +- Wage Garnishments +.. and more! + +To receive FREE information on tax help, please fill out the +form below and return it to us. There are no obligations, and +supplied information is kept strictly confidential. Please note +that this offer only applies to US citizens. Application +processing may take up to 10 business days. + +Note: For debt size please also include any penalties or interest + +********** + +Full Name: +State: +Phone Number: +Time to Call: +Estimated Tax Debt Size: + +********** + +Thank you for your time. + + + +Note: If you wish to receive no further advertisements regarding +this matter or any other, please reply to this e-mail with the +word REMOVE in the subject. + + + + +trytb910" +"arnold-j/deleted_items/376.","Message-ID: <16339166.1075852700868.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 04:18:58 -0700 (PDT) +From: specs@wineisit.com +To: jarnold@ect.enron.com +Subject: GREAT SAVINGS FROM Spec's Wines, Spirits & Finer Foods! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""WINEISIT"" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +WineISIT.com - Member E-mail + + + + + + + + + +
+ + + + + + + + +
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Store
Member:
Spec's Wines, Spirits & Finer Foods
+ +
+ + + + + + + + + + + + + + +
Members > E-mail
+ + +
+ + + + + +
+Hi JOHN, +

+Spec's Wines, Spirits & Finer Foods and WineISIT.com have teamed up to offer you some great savings on your favorite wines and spirits. +

+We hope you enjoy these WineISIT.com specials. +

+5% discount is available for those not using credit cards. Use of debit cards +earns the 5% cash discount. +

+Both regular and cash discount prices are listed. Specials available at all +locations. +

+E-mail any questions or comments about these special offers to:

+sales@specsonline.com

+ +Spec's largest and most famous location is at 2400 Smith St. on the south edge of +downtown. 16 other locations are around Houston. +

+Spec's is famous for providing customers more wine, liquor, beer and specialty foods and at lower prices than anyone in Texas. +

+Store Hours:
+All stores are open from
+10AM to 9PM Monday +through Saturday. +

+Charge Cards Honored:
+American Express, Mastercard, Visa, Discover cards. +

+To arrange delivery, call order department at 713-526-8787 OR TOLL FREE 888-526-8787 +

+Spec's, for the good stuff.
+

+

+Spec's is not responsible for mis-prints or typographical errors. All customers must be at least 21 years old. +

+ +
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+ + +
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
Monthly Specials:October, 2001
Valid 10/8 thru 11/3
+ + + + + +
+

Turning Leaf Cabernet Sauvignon 750 ml. +

This wine expresses itself with dark plum and black currant flavors layered with spicy oak and a slight chocolate finish. The wine is full bodied with structured tannins providing balance and elegance for a pleasurable drinking experience.

+
Cash Price: $5.79     Regular Price: $6.09

+ + +
+

Torresella 2000 Pinot Grigio 750ml. +

Aromas of fresh fruit, apple and melon; crisp and clean flavors; dry and beautifully balanced. An excellent complement to soups, antipasti, prosciutto, melon and light fish and pastas.

+
Cash Price: $6.49     Regular Price: $6.83

+ + +
+

Bella Sera Pinot Grigio 1.5 L +

The new Bella Sera Pinot Grigio is clean, crisp and refreshing. Utilizing fruit from the Tre Venezie region and subtle winemaker influence, Bella Sera captures the essence of the Pinot Grigio varietal and is a wine that is ""true to the grape"". The 1999 Pinot Grigio has a clear, straw color and a pleasant nose with delicate aromas of apricot and tropical fruit. This wine is refreshing and crisp with a light to medium body that will allow it to pair well with dishes of all types. Particularly good pairings include grilled vegetables, light pasta dishes and seafood. The refreshing style of the wine makes it a must for hot summer months.

+
Cash Price: $7.99     Regular Price: $8.41

+ + +
+

Bella Sera Merlot 1.5L +

The new Bella Sera Merlot clearly attests to the rising notoriety of Merlot in general, and Italian Merlot in particular, by offering a full flavored style without the more astringent tannins found in Cabernet Sauvignon. Ruby red in color, with aromas of currants and cherries, Bella Sera Merlot offers supple plum and blackberry flavors on the palate, and a ripe, rich finish. The vibrant fruit flavors and good acidity of this Merlot make it an excellent match with a wide range of foods, including tomato-based pasta dishes, grilled meats and poultry.

+
Cash Price: $7.99     Regular Price: $8.41

+ + +
+

Tosti Asti 750 ml. +

Tosti was founded in 1820 and is located in Canelli, Italy in the heart of the Asti region. Produced from the Moscato grape, it has a pale straw color with golden highlights. The sparkle is soft, lively with a delicate, aromatic nose and a trace of pear and fruit with a sweet flavor.

Enjoy Tosti Asti whenever you feel like enjoying a great glass of wine.

+
Cash Price: $7.69     Regular Price: $8.09

+ + +
+

Ecco Domani Pinot Grigio
750 ml.
+

This Pinot Grigio has a clear, straw color and a pleasant nose with delicate aromas of apricot and tropical fruit. The wine displays crisp subtle flavors with excellent balance and a snappy finish. With its harmonious flavors and crisp acidity, this wine is an excellent match with seafood, poultry, pasta and vegetarian dishes.

+
Cash Price: $7.88     Regular Price: $8.29

+ + +
+

Ecco Domani Merlot 750 ml. +

Ecco Domani Merlot displays a deep red color tinged with ruby-red reflections. Aromas of blueberry and blackberry are evident, with a hint of jam on the nose. This wine is well-balanced, soft and harmonic wine on the palate. Our Merlot is a perfect match for a wide range of foods, particularly tomato-based pasta dishes, poultry and grilled meats.

+
Cash Price: $7.99     Regular Price: $8.41

+ + +
+

Lockwood 1998 Cabernet Sauvignon, Monterey 750 ml. +

All of the grapes used in this 1998 Cabernet Sauvignon came from Lockwood's San Lucas vineyard. Two percent Cabernet Franc and a touch of Merlot enhance its complexity. This is a powerful wine that beams with bright, jammy fruit and rich layers of cocoa, eucalyptus, and leather that will soften and grow more elegant over the next 5-7 years.

+
Cash Price: $9.99     Regular Price: $10.52

+ + +
+

Monthaven Coastal 1998 Cabernet Sauvignon
750 ml.
+

Monthaven Coastal wines are produced using fruit grown along California's Central Coast. A region best known for its warm, sunny days, foggy evenings, and cool ocean breezes, the Central Coast's mild climate and longer growing season enhance the grapes' varietal characteristics and allow the rich, complex and decidedly distinctive flavors to show themselves in each and every bottle of Monthaven Coastal.

+
Cash Price: $8.99     Regular Price: $9.46

+ + +
+

Monthaven Coastal 1998 Chardonnay 750 ml. +

Monthaven Coastal wines are produced using fruit grown along California's Central Coast. A region best known for its warm, sunny days, foggy evenings, and cool ocean breezes, the Central Coast's mild climate and longer growing season enhance the grapes' varietal characteristics and allow the rich, complex and decidedly distinctive flavors to show themselves in each and every bottle of Monthaven Coastal.

+
Cash Price: $8.99     Regular Price: $9.46

+ + +
+

E & J Cask & Cream
Liqueur 34? 750 ml.
+

""? a smooth, easy-to-drink cream liqueur made from blending E&J - and rich, imported cream to give it a uniquely delicious flavor. The brandy provides lingering delights of vanilla and butterscotch, which are enriched with velvety, Dutch cream.""

Gregory Hill, Brandymaster

+
Cash Price: $9.99     Regular Price: $10.52

+ + +
+

Moskovskaya Vodka
80? 1 L.
+

From Moscow's famous Cristall Distillery, makers of Stolichnaya and known worldwide for exceptional quality, this is the top-selling vodka in Russia. Virtually identical to Stoli (except the label is green, not red) at a bargain price!

+
Cash Price: $12.99     Regular Price: $13.67

+ + +
+

Bacardi 8 Yr Rum 80?
750 ml.
+

From its origins in Cuba in 1862, Bacardi has always been considered one of the world's finest rums. It has a slight hint of banana in the nose, with a warm, syrupy palate.

+
Cash Price: $16.99     Regular Price: $17.88

+ + +
+

J?germeister 70? 750 ml. +

Named after Germany's patron saint of hunting, this unique herbal liqueur is made with 56 different spices for a pleasantly bitter taste. It's enjoyed cold (some bars feature it on tap with a chiller that keeps it at 4 degrees!) or in mixed drinks such as the German Chocolate Cake (1/2 oz. each Jagermeister and chocolate liqueur, with splashes of coconut rum and butterscotch schnapps).

+
Cash Price: $16.99     Regular Price: $17.88

+ + +
+

Amaretto Di Saronno 56?
750 ml.
+

When Bernardino Luini painted a fresco of the Madonna in 1525, his model, a young inkeeper, fell in love with him and created this liqueur as a gift of her love. It's still made according to that original recipe, from the highest quality natural ingredients - alcohol, burnt sugar and the pure essence of 17 selected herbs and fruits soaked in apricot kernel oil. The sweet almond flavors have notes of honey, chocolate and orange.

+
Cash Price: $17.99     Regular Price: $18.94

+ + +
+

Remy Martin VSOP Cognac 80? 750ml. +

The flagship of the brand. One bottle alone contains hundreds of blend components, ranging from four to 15 years in age. The brand itself is a Fine Champagne Cognac taken from the two best crus. It has a golden amber color (old pale), great smoothness and complexity; balanced and perfectly mature.

+
Cash Price: $27.99     Regular Price: $29.46

+ + +
+

Covey Run Cab-Merlot 750 ml. +

Founded in 1982, Covey Run has established itself as a leading producer of outstanding varietal wines from Washington state's fertile Yakima Valley. Year after year, wine lovers and critics continue to recognize the unmatched quality and value found in Covey Run wines, honoring them with growing popularity and acclaim.

+
Cash Price: $6.99     Regular Price: $7.36

+ + +
+

Rancho Zabaco 1998 Sonoma Heritage Vines Zinfandel
750 ml.
+

One of the outstanding brands being produced at the Gallo of Sonoma winery, created to showcase the bold, intense varietals of the best Sonoma areas. They're best known for their Zinfandels, and this one captures the essence of the grape's character-lush berry fruit flavors and moderate tannins. It's great for everyday drinking.

+
Cash Price: $8.99     Regular Price: $9.46

+ + +
+

Vermeer Dutch Chocolate Cream 34? 750 ml. +

Winner of the GOLD MEDAL for taste and the BEST OF SHOW Award from the American Tasting Institute. VERMEER is a superior tasting liqueur made from real Dutch chocolate, premium vodka, and fresh dairy cream. This holiday season, treat your friends and family to VERMEER Dutch Chocolate Cream. Enjoy it straight up or on the rocks.

+
Cash Price: $18.49     Regular Price: $19.46

+ + + +
+ +
WineISIT.com Member E-mail is a special service for WineISIT.com members. If you wish to unsubscribe to this E-mail, simply click here and update your preferences on our E-mail preferences page. We'll remove you from our member E-mail list as quickly as possible. +
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+ +
+" +"arnold-j/deleted_items/377.","Message-ID: <2903156.1075852700895.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 11:10:17 -0700 (PDT) +From: savita.puthigai@enron.com +To: traders.eol@enron.com, traders.eol@enron.com +Subject: EnronOnline- Change to Autohedge +Cc: houston.product@enron.com, center.eol@enron.com, group.enron@enron.com, + teresa.mandola@enron.com, angela.connelly@enron.com, + brad.richter@enron.com, mark.pickering@enron.com, + greg.piper@enron.com, lindsay.renaud@enron.com, + leonardo.pacheco@enron.com, carl.carter@enron.com, + kevin.meredith@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +Bcc: houston.product@enron.com, center.eol@enron.com, group.enron@enron.com, + teresa.mandola@enron.com, angela.connelly@enron.com, + brad.richter@enron.com, mark.pickering@enron.com, + greg.piper@enron.com, lindsay.renaud@enron.com, + leonardo.pacheco@enron.com, carl.carter@enron.com, + kevin.meredith@enron.com +X-From: Puthigai, Savita +X-To: EOL Non North America Traders , EOL North America Traders +X-cc: Product Control - Houston , EOL Call Center , Enron London - EOL Product Control Group , Mandola, Teresa , Connelly, Angela , Richter, Brad , Pickering, Mark , Piper, Greg , Renaud, Lindsay , Pacheco, Leonardo , Carter, Carl , Meredith, Kevin +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Effective Monday, October 22, 2001 the following changes will be made to the Autohedge functionality on EnronOnline. + +The volume on the hedge will now respect the minimum volume and volume increment settings on the parent product. See rules below: + +? If the transaction volume on the child is less than half of the parent's minimum volume no hedge will occur. +? If the transaction volume on the child is more than half the parent's minimum volume but less than half the volume increment on the parent, the hedge will volume will be the parent's minimum volume. +? For all other volumes, the same rounding rules will apply based on the volume increment on the parent product. + +Please see example below: + +Parent's Settings: +Minimum: 5000 +Increment: 1000 + +Volume on Autohedge transaction Volume Hedged +1 - 2499 0 +2500 - 5499 5000 +5500 - 6499 6000" +"arnold-j/deleted_items/378.","Message-ID: <5210341.1075852700918.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 23:17:03 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 18 + +Owner: Andrew A Zipper +Report Name: Zipper 101501 +Days In Mgr. Queue: 6 +" +"arnold-j/deleted_items/379.","Message-ID: <26697068.1075852700953.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 04:29:14 -0700 (PDT) +From: no.address@enron.com +Subject: All-Employee Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ken Lay@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I want to remind you about our All-Employee Meeting this Tuesday, Oct. 23, at 10 a.m. Houston time at the Hyatt Regency. We obviously have a lot to talk about. Last week we reported third quarter earnings. We have also been the subject of media reports discussing transactions with LJM, a related party previously managed by our chief financial officer. Today, we announced that we received a request for information from the Securities and Exchange Commission regarding related party transactions. + +I know you will have a number of questions about these issues and events, which I will address. As usual, I will be as candid as I can. I will do my best to provide answers and talk about where we go from here. I encourage each of you to attend or tune in tomorrow." +"arnold-j/deleted_items/38.","Message-ID: <25622175.1075852689349.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 09:58:39 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: resend-(01-333) Trading Hours Through November 2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +NOTICE # 01-333 +October 4, 2001 + +TO: All Exchange Members + All Exchange Member Firms + +FROM: J. Robert Collins, Jr., President + +RE: Trading Hours Through November 2 + + +The New York Mercantile Exchange, Inc., today announced that it will abide +by the following trading hours, beginning Monday, October 8, through +Friday, +November 2: + +OPEN OUTCRY SESSIONS +COMEX Division futures and options contracts: + +Contract Time +Copper 9:00 AM to 1:00 PM +Aluminum 9:05 AM to 1:05 PM +Gold 9:05 AM to 1:05 PM +Silver 9:10 AM to 1:10 PM +Eurotop 100 + and 300 + futures 8:45 AM to 11:00 AM + +NYMEX Division futures and options contracts: + +Contract Time +Palladium Futures 8:40 AM to 1:00 PM +Platinum 8:45 AM to 1:05 PM +Propane Futures 9:20 AM to 1:10 PM +Natural Gas 10:00 AM to +2:30 PM +Brent Crude Oil 9:45 AM to 2:30 PM +Light, Sweet Crude Oil 10:00 AM to 2:30 PM +Heating Oil 10:05 AM to +2:30 PM +Unleaded Gasoline 10:05 AM to +2:30 PM +Crack Spread Options 10:05 AM to +2:30 PM +Brent/WTI Spread Options 10:00 AM to 2:30 PM +Coal Futures 10:30 AM to +2:00 PM + +NYMEX ACCESS + TRADING +Internet-based NYMEX ACCESS + will be available from 7:00 PM Sunday night +and +3:15 PM Monday through Thursday until 8:00 AM for the next morning for +metals futures and 9:00 AM the next morning for all energy futures +contracts +other than propane. Propane will be traded on the system from 5:00 PM to +7:00 PM Monday through Thursday. + +There will be a 20-minute pre-opening session for orders to be entered +immediately prior to each evening session. + +FUTURE _PLANS +The Exchange anticipates resuming regular trading hours beginning on +Monday, +November 5. Please stay posted for further information. + + +" +"arnold-j/deleted_items/380.","Message-ID: <7765521.1075852700975.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 05:10:56 -0700 (PDT) +From: andy.zipper@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Zipper, Andy +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +That would be great. +" +"arnold-j/deleted_items/381.","Message-ID: <21939378.1075852701000.JavaMail.evans@thyme> +Date: Sun, 21 Oct 2001 12:30:14 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +DENVER -3 +ARIZ +2.5 +MINN +3.5 +PHILI +9 UNDER 41.5 TEASE + +ALL 150 + + " +"arnold-j/deleted_items/382.","Message-ID: <5474020.1075852701023.JavaMail.evans@thyme> +Date: Sat, 20 Oct 2001 15:47:56 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +early games 150 + +indi -10.5 +carolina -3.5 +chicago +1 +tb -4.5 +detroit/tenn under 39" +"arnold-j/deleted_items/383.","Message-ID: <29158434.1075852701046.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 05:19:26 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-22-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-22-01 Nat Gas.doc " +"arnold-j/deleted_items/384.","Message-ID: <3326358.1075852701071.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 04:55:34 -0700 (PDT) +From: no.address@enron.com +Subject: All-Employee Meeting +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Public Relations@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The All-Employee Meeting will be held Tuesday, Oct. 23, at 10 a.m. Houston time at the Hyatt Regency Houston Imperial Ballroom. + +As one of the enhanced security measures we have recently employed, we will be checking employee badges at the entrance to the ballroom. All employees will be required to present a valid Enron badge with a photo. If you do not currently have a photo on your badge, please go to the badge office on the third floor of the Enron Building and have your photo added to your badge. We also suggest allowing a bit more time in getting to the Hyatt and we request your patience, as these security measures may create some backup at the entrance to the ballroom. + +Accessing the Meeting via Streaming Audio/Video +If you are a Houston-based employee and can't attend the meeting, or if you are located in London, Calgary, Toronto, Omaha, New York or Portland (ENA), you can access the live event at . Enron Europe employees will receive a follow-up message from their Public Relations team concerning online access to the meeting. + +Video Teleconferencing +The meeting will be made available by video teleconference to employees in Sao Paulo, Buenos Aires, Dubai, Rio de Janeiro, Bothell, Wash., Denver, San Ramon, Calif., and Chicago. If your location would like to participate by video teleconference, please contact Yvonne Francois at (713) 345-8725. + +" +"arnold-j/deleted_items/385.","Message-ID: <4421785.1075852701118.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 05:50:42 -0700 (PDT) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, scott.neal@enron.com, s..shively@enron.com, + k..allen@enron.com, f..calger@enron.com, david.duran@enron.com, + brian.redmond@enron.com, john.thompson@enron.com, + rob.milnthorp@enron.com, wes.colwell@enron.com, sally.beck@enron.com, + david.oxley@enron.com, joseph.deffner@enron.com, + shanna.funkhouser@enron.com, eric.gonzales@enron.com, + j.kaminski@enron.com, larry.lawyer@enron.com, + chris.mahoney@enron.com, thomas.myers@enron.com, l..nowlan@enron.com, + beth.perlman@enron.com, a..price@enron.com, daniel.reck@enron.com, + cindy.skinner@enron.com, scott.tholan@enron.com, + gary.taylor@enron.com, heather.purcell@enron.com, + jeff.andrews@enron.com, lucy.ortiz@enron.com, + josey'.'scott@enron.com, kevin.mcgowan@enron.com, + cathy.phillips@enron.com, georganne.hodges@enron.com, + deb.korkmas@enron.com, kay.young@enron.com, laurie.mayer@enron.com, + stanley.cocke@enron.com, larry.gagliardi@enron.com, + jean.mrha@enron.com, a..gomez@enron.com, s..friedman@enron.com, + kathie.grabstald@enron.com, d..baughman@enron.com, + tricoli'.'carl@enron.com, ward'.'charles@enron.com, + crook'.'jody@enron.com, arnell'.'doug@enron.com, + alan.aronowitz@enron.com, neil.davies@enron.com, + ellen.fowler@enron.com, gary.hickerson@enron.com, + david.leboe@enron.com, randal.maffett@enron.com, + george.mcclellan@enron.com, stuart.staley@enron.com, + mark.tawney@enron.com, m..presto@enron.com, karin.williams@enron.com +Subject: NEWS Deadline +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Neal, Scott , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E , Weatherford, April , Ervin, Lorna +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +If your team would like to contribute to this week's newsletter, please submit your BUSINESS HIGHLIGHT OR NEWS by noon Wednesday, October 24. + +Thank you! + +Kathie Grabstald +x 3-9610 +" +"arnold-j/deleted_items/386.","Message-ID: <27432545.1075852701143.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 06:22:25 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I almost bet all the underdog - wouldn't been 11-1. Instead bet mostly favorites. Yadda Yadda + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 22, 2001 7:12 AM +To: Lavorato, John +Subject: RE: + + +3-5 + +-----Original Message----- +From: Lavorato, John +Sent: Sunday, October 21, 2001 2:30 PM +To: Arnold, John +Subject: + + +DENVER -3 +ARIZ +2.5 +MINN +3.5 +PHILI +9 UNDER 41.5 TEASE + +ALL 150 + + " +"arnold-j/deleted_items/387.","Message-ID: <20904368.1075852701166.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 06:49:50 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: CFTC Commitment of Traders Data - Natural Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent CFTC Commitment of Traders data for Natural Gas. + +Thanks, +Mark + - CFTC-NG-10-22-01.doc " +"arnold-j/deleted_items/388.","Message-ID: <24824543.1075852701204.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 08:50:58 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: Cash fo r leaving ENE +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +calculate your london package + + + +http://home.enron.co.uk/vr/vr_calculator.xls" +"arnold-j/deleted_items/389.","Message-ID: <10288745.1075852701227.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 07:53:36 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: resend - ALL daily charts and matrices as hot links 10/22 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude24.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas24.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil24.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded24.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG24.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG24.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL24.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/39.","Message-ID: <27885851.1075852689455.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 10:55:41 -0700 (PDT) +From: bob.ambrocik@enron.com +To: aaron.adams@enron.com, ana.agudelo@enron.com, billie.akhave@enron.com, + bob.ambrocik@enron.com, bridgette.anderson@enron.com, + aaron.armstrong@enron.com, bryan.aubuchon@enron.com, + c..aucoin@enron.com, ashraf.ayyat@enron.com, bilal.bajwa@enron.com, + briant.baker@enron.com, arun.balasundaram@enron.com, + andres.balmaceda@enron.com, angela.barnett@enron.com, + andreas.barschkis@enron.com, amit.bartarya@enron.com, + bryce.baxter@enron.com, antoinette.beale@enron.com, + angeles.beltri@enron.com, aaron.berutti@enron.com, + amy.bundscho@enron.com, bryan.burch@enron.com, + aliza.burgess@enron.com, andrew.burns@enron.com, + adam.caldwell@enron.com, anthony.campos@enron.com, + brenda.cassel@enron.com, amy.cavazos@enron.com, betty.chan@enron.com, + aneela.charania@enron.com, alejandra.chavez@enron.com, + angela.chen@enron.com, benjamin.chi@enron.com, andy.chun@enron.com, + r..conner@enron.com, audrey.cook@enron.com, barbara.cook@enron.com, + brooklyn.couch@enron.com, beth.cowan@enron.com, bob.crane@enron.com, + bryan.critchfield@enron.com, bernard.dahanayake@enron.com, + andrea.dahlke@enron.com, brian.davis@enron.com, + bryan.deluca@enron.com, bali.dey@enron.com, + ajit.dhansinghani@enron.com, amitava.dhar@enron.com, + bradley.diebner@enron.com, m..docwra@enron.com, bill.doran@enron.com, + alan.engberg@enron.com, brian.eoff@enron.com, brian.evans@enron.com, + ahmad.farooqi@enron.com, brian.fogarty@enron.com, + brian.fogherty@enron.com, allan.ford@enron.com, + bill.fortney@enron.com, bridget.fraser@enron.com, + bryant.frihart@enron.com, alex.fuller@enron.com, alok.garg@enron.com, + brenda.giddings@enron.com, brian.gillis@enron.com, + amita.gosalia@enron.com, bill.greenizan@enron.com, + alisha.guerrero@enron.com, r..guillen@enron.com, amie.ha@enron.com, + 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john.jahnke@enron.com, + jaimie.jessop@enron.com, jie.ji@enron.com, jamey.johnston@enron.com, + jay.jordan@enron.com, jane.joyce@enron.com, jared.kaiser@enron.com, + jason.kaniss@enron.com, junaid.khanani@enron.com, + jason.kilgo@enron.com, jona.kimbrough@enron.com, jeff.king@enron.com, + john.kinser@enron.com, jay.knoblauh@enron.com, + john.kratzer@enron.com, jenny.latham@enron.com, + jennifer.lee@enron.com, jonathan.lennard@enron.com, + johnson.leo@enron.com, jeff.lewis@enron.com, + jozef.lieskovsky@enron.com, jim.liu@enron.com, jeff.lyons@enron.com, + ingrid.martin@enron.com, jabari.martin@enron.com, + john.massey@enron.com, jonathan.mckay@enron.com, + jason.mcnair@enron.com, john.mcpherson@enron.com, + jana.mills@enron.com, jeffrey.molinaro@enron.com, + thomas.moore@enron.com, jana.morse@enron.com, jean.mrha@enron.com, + john.munoz@enron.com, jim.newgard@enron.com, + jennifer.nguyen@enron.com, h..nguyen@enron.com, + joseph.nieten@enron.com, jeff.nogid@enron.com, ina.norman@enron.com, + l..nowlan@enron.com, john.oljar@enron.com, john.paliatsos@enron.com, + jeffery.parker@enron.com, joe.parks@enron.com, + jessie.patterson@enron.com, julie.pechersky@enron.com, + ingrid.petri@enron.com, james.post@enron.com, joe.quenet@enron.com, + ina.rangel@enron.com, jeanette.reese@enron.com, + jay.reitmeyer@enron.com, y..resendez@enron.com, + jeff.richter@enron.com, jennifer.riley@enron.com, + jim.robertson@enron.com, isaac.rodriguez@enron.com, + jeff.royed@enron.com, jane.saladino@enron.com, + julie.sarnowski@enron.com, john.scarborough@enron.com, + jeff.skilling@enron.com, imran.syed@enron.com +Subject: Solar Migration - DATE CHANGE - VERY IMPORTANT +Cc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, paige.cox@enron.com, + russell.servat@enron.com, richard.burchfield@enron.com, + clement.charbonnet@enron.com, randy.matson@enron.com, + bob.mcauliffe@enron.com, jim.ogg@enron.com, + wilford.stevens@enron.com, mable.tang@enron.com, + malcolm.wells@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: sanjay.bhagat@enron.com, alicia.blanco@enron.com, frank.coles@enron.com, + mike.croucher@enron.com, adam.deridder@enron.com, + jon.goebel@enron.com, matthew.james@enron.com, + lee.morehead@enron.com, anthony.rimoldi@enron.com, + jason.rockwell@enron.com, carlos.uribe@enron.com, + john.wang@enron.com, mark.wolf@enron.com, paige.cox@enron.com, + russell.servat@enron.com, richard.burchfield@enron.com, + clement.charbonnet@enron.com, randy.matson@enron.com, + bob.mcauliffe@enron.com, jim.ogg@enron.com, + wilford.stevens@enron.com, mable.tang@enron.com, + malcolm.wells@enron.com +X-From: Ambrocik, Bob +X-To: Adams, Aaron , Agudelo, Ana , Akhave, Billie , Ambrocik, Bob , Anderson, Bridgette , Armstrong, Aaron , Aubuchon, Bryan , Aucoin, Berney C. , Ayyat, Ashraf , Bajwa, Bilal , Baker, Briant , Balasundaram, Arun , Balmaceda, Andres , Barnett, Angela , Barschkis, Andreas , Bartarya, Amit , Baxter, Bryce , Beale, Antoinette , Beltri, Angeles , Berutti, Aaron , Bundscho, Amy , Burch, Bryan , Burgess, Aliza , Burns, Andrew , Caldwell, Adam , Campos, Anthony , Cassel, Brenda , Cavazos, Amy , Chan, Betty , Charania, Aneela , Chavez, Alejandra , Chen, Angela , Chi, Benjamin , Chun, Andy , Conner, Andrew R. , Cook, Audrey , Cook, Barbara , Couch, Brooklyn , Cowan, Beth , Crane, Bob , Critchfield, Bryan , Dahanayake, Bernard , Dahlke, Andrea , Davis, Brian , Deluca, Bryan , Dey, Bali , Dhansinghani, Ajit , Dhar, Amitava , Diebner, Bradley , Docwra, Anna M. , Doran, Bill , Engberg, Alan , Eoff, Brian , Evans, Brian , Farooqi, Ahmad , Fogarty, Brian , Fogherty, Brian , Ford, Allan , Fortney, Bill , Fraser, Bridget , Frihart, Bryant , Fuller, Alex , Garg, Alok , Giddings, Brenda , Gillis, Brian , Gosalia, Amita , Greenizan, Bill , Guerrero, Alisha , Guillen, Andrea R. , Ha, Amie , Hagelmann, Bjorn , Haque, Ahmed , Hare, Bill D. , Harris, Bruce , Hawthorn, Andrew , Hendon, Brian , Herod, Brenda F. , Hill, Andrew , Hill, Anthony , Honore, Alton , Horn, Brad , Hull, Bryan , Jackson, Alton , Jang, Aaron , Johnston, Brent , Jones, Amy , Kefalas, Bill , Khaleeq, Bilal , Khanijo, Akhil , Khuri, Basem , Kinsella, Bob , Kollaros, Alexios , Krcha, Amanda , Kumar, Arvindh , Lakes, Beverly , Lal, Amit , Langfeldt, Andrea , Lari, Bryan , Larkin, Brian , Lewis, Andrew H. , Liknes, Angela , Lockman, Ben , Lopez, Blanca A. , Luc, Albert , Luong, Anita , Macdonald, Anthony , Majorwitz, Buddy , Martin, Amanda , Martin, Arvel , McCrory, Bob , McCulloch, Angela , Mckay, Brad , Mendez, Adriana , Mendez, Angela , Mends, Anthony , Metry, Adam , Miles, Andrew , Mills, Bruce , Morse, Brad , Moth, Andrew , Neves, Brenna , Oliveira, Brandon , Ornelas, Bianca , Osire, Ann , Ozcan, Banu , Pandya, Bhavna , Patton, Anita K. , Pearce, Barry , Pehlivanova, Biliana , Perez, Agustin , Petersen, Bo , Peterson, Adriana , Pham, Binh , Plager, Adam , Pollard, Al , Potter, Andrew , Potter, Brian , Price, Brent A. , Psenda, Battista , Rajaram, Aparna , Ramakotti, Anand , Reed, Andrea V. , Ring, Andrea , Romero, Araceli , Saenz, Angela , Santucci, Anna , Schmidt, Ann M. , Schultz, Amanda , Sexton, Anthony , Shimelis, Anteneh , Siddiqi, Asif , Solis, Alicia , Stevens, Adam , Tartakovski, Alex , Trabulsi, Alfonso , Tudor, Alexandru , Tyrrell, Adam , Vakharia, Adarsh , Walker, Andy , Wong, Alex , Worthing, Ashley , Wright, Alan , Zeman, Angie , Zipper, Andy , Abel, Chris , Amerson, Cella , Balfour-Flanagan, Cyndie , Bao, Chengdi , Bardal, Chelsea , Barr, Corbett , Behney, Chris , Berell, Chrishelle , Breslau, Craig , Brewer, Charles , Bruce, Chad , Carrington, Clara , Carter, Carol , Cheung, Cecilia , Chew, Carol , Childers, Craig , Cisneros, Celeste , Clark, Chad , Cocks, Christopher , Connelly, Chris , Connolly, Christopher , Constantine, Chris , Daniel, Christopher , Dawes, Cheryl , De La Torre, Cathy , Dean, Clint , Dinh, Christine , Dunnett, Claire , Emrich, Chuck , Essig, Carol , Evans, Casey , Figueroa, Chris , Foster, Charlie , Fox, Craig A. , Frank, Carole , Fricker, Charlene , Funk, Christopher , Garcia, Clarissa , Gaskill, Chris , Gawiuk, Carlee , Germany, Chris , Gilley, Carolyn , Glaas, Chris , Godward, Christopher , Gramlich, Chad , Gunn, Cephus , Henriquez, Cybele , Herring, Coreen , Hoang, Charlie , Holt, Chris , Horn, Cindy , Hudler, Cindy , Hyde, Crystal , Ihrig, Chad , Irvin, Cindy , Jackson, Colin , Jiang, Charlie , Joplin, Craig , Kowdrysh, Carol , Kwan, Connie , Landry, Chad , Raja, Biral , Reid, Brooke , Reves, Brant , Reyna, Beatrice , Richter, Brad , Rivera, Bryan , Rodriguez, Bernice , Romine, Brad , Rudy, Bruce , Sandberg, Blair , Sargent, Barbara , Smith, Bruce , Snyder, Brad , Spector, Brian , Steinbrueck, Brian , Tessandori, Bobbi , Tiner, Brent , Tycholiz, Barry , Vaughan, Beth , Wachtendorf, Brandi , Wax, Brandon , Weidman, Barbara , Wesneske, Brian , White, Bill , Whitman, Britt , Whittingham, Beverley , XTrain01 , XTrain02 , XTrain03 , XTrain04 , XTrain05 , XTrain06 , XTrain07 , XTrain08 , XTrain09 , XTrain10 , Agarwalla, Dipak , Aguilar, Darrell , Andel, Diana , Anderson, Derek , Anderson, Diane , Bailey, Derek , Bates, Don , Baughman Jr., Don , Baumbach, David , Benevides, Dennis , Berberian, David , Black, Don , Brackett, Debbie R. , Brown, Daniel , Castagnola, Daniel , Cioffi, Diana , Clark, Danny , Coleman, David , Collins, Dustin , Cox, David , Crelin, Daniele , Cummings, Dan , Davies, Derek , Davis, Dana , Delage, Darren , Delainey, David , LeBroc, Christian , Lee, Calvin , LeHouillier, Cam , Lobusch, Christy , Luttrell, Chris , Mallory, Chris , Mansfield, Carey , Mathew, Ciby , McMillian, Courtney , Mendoza, Christina , Mitchell, Carl , Moore, Castlen , Moses, Cassy , Mulcahy, Christopher , Muzzy, Charles T. , Nguyen, Carla , O'Hare, Christine , Oishi, Craig , Olson, Cindy , Ong, Chuan , Ordway, Chris , Paipanandiker, Chetan , Pendergrass, Cora , Pham, Christine , Plotkin, Chad , Potter, Chris , Rabon, Chance , Reister, Curtis , Rivers, Cynthia , Rondeau, Clayton , Sanchez, Christina , Schultz, Cassandra , Schweigart, Christopher , Seigle, Clayton , Shoup, Cynthia , Slagle, Carrie , Sloan, Chris , Smith, Dale , Sonneborn, Chris , South, Chad , Southard, Carrie , Spears, Christopher , Sprowls, Cathy , Stark, Caron , Story, S. Craig , Sullivan, Colleen , Supatgiat, Chonawee , Tackney, Conal , Torres, Carlos , Training User ID #23 , Training User ID #24 , Training User ID #25 , Training User ID #26 , Training User ID #28 , Training User ID #29 , Training User ID #30 , Unger, Chris , Vernon, Clayton , Viejou, Claire , Waingortin, Carolina , Walker, Chris , Wang, Cathy , Watts, Christopher , Wiebe, Chris , Wilkinson, Chuck , Willis, Cory , Winfrey, Christa , Wright, Claire , Yoder, Christian , Diamond, Daniel , Dietrich, Dan , Dumayas, Danthea - EI , Easterby, David , Eichinger, David , Espey, Darren , Fairley, David , Falcone, Daniel , Fisher, David , Fraylon, Damon , Fuentes, Daryll , Furey, Denise , Garrett, David - Nepco , Giron, Darron C. , Graham, Darryn , Graves, Donald , Gray, Dortha , Greenlee, Debny , Hall, Donnie , Hanslip, David , Hardy, David , Haynes, Daniel , Henson, Daniel , Hornbuckle, Danial , Hyslop, Daniel , Johnson, Doyle , Kang, Daniel , Karr, David , Kendrick, Darryl , Kenne, Dawn C. , Khandker, Dayem , Kistler, Dave , Krishnamurthy, Deepak , Leach, Doug , Lisk, Daniel , Long, Deborah , Loosley, David , Mally, David , Maxwell, David , McAllister, Debbie , McCaffrey, Deirdre , McCairns, Dan , McCauley, Damon , McGough, Dennis , McNair, Darren , Merril, Deborah , Metts, Dan , Michels, David , Miller, Douglas , Moseley, Debbie , Muthucumarana, Dishni , Myers, Donnie , Nelson, Doug , Neuner, Dale , Nicholls, Debbie , Nicholson, Desrae , Oliver, David , Paddack, Donald , Perlingiere, Debra , Plachy, Denver , Presley, Daniel , Prudenti, Dan , Quigley, Dutch , Reck, Daniel , Ricafrente, David , Ripley, Dianne , Adamo, Emily , Aucoin, Evelyn , Bass, Eric , Betzer, Evan , Boyt, Eric , Brady, Edward , Breen, Erika , Castro, Edgar , Chilkina, Elena , Cross, Edith EES , Eng, Wang Moi , Escobar, Eloy , Feitler, Eric , Garcia, Erica , Groves, Eric , Hernandez, Elizabeth L. , Hokmark, Erik , Howley, Elizabeth , Inglis, Elspeth , Kanouff, Erin , Katz, Elliott , Lenci, Enrique , Letke, Eric , Lew, Elsie , McLaughlin Jr., Errol , McMichael Jr., Ed , Metoyer, Evelyn , Moon, Eric , Navarro, Elizabeth , Neyra-Helal, Emily , Nguyen, Elaine , Obayagbona, Edosa , Perez, Eugenio , Piekielniak, Elsa , Ray, Edward , Rice, Erin A. , Sacerdote, Dean , Sacks, Edward , Saibi, Eric , Salcido, Diane , Samuelson, David , Saucier, Darla , Sawant, Darshana , Schield, Elaine , Schmidt, Darin , Scholtes, Diana , Schroeder Jr., Don , Scott, Donna , Seib, Dianne , Sewell, Doug , Showers, Digna , Simmons, Daniel , Smith, Dana , Stadnick, David , Stephens, Danielle , Surbey, Dale , Sutton, Donald , Swiber, Dianne J , Talley, Darin , Taylor, Deana G. , Taylor, Dimitri , Teague, Darrell , Tran, Dung , Truong, Dat , Umbower, Denae , Vanek, Darren , Vitrella, David J. , Watkins, Darrel , Wile, David , Williamson, Darrell , Wilson, Derek , Yuan, Ding , Zaccour, David , Adams, Gregory T. , Aley, Graham , Allen, Geoffrey , Arana, Guillermo , Ashmore, Garrett , Babbar, Gaurav , Barkowsky, Gloria G. , Brazaitis, Greg , Breen, George , Bui, Francis , Calvert, Gray , Carlson, Greg , Caudell, Greg , Cernosek Jr., Frank , Chang, Fran , Chapa, George , Cohagan, Fred , Couch, Greg , Dayvault, Guy , Dillingham, Geynille , Dunbar, Graham , Economou, Frank , Emesih, Gerald , Ermis, Frank , Fortunov, Gallin , Freshwater, Guy , George, Fraisy , Gilbert, George N. , Gilbert, Gerald , Gilmour, Grant , Gonzales, Francis , Gonzalez, Gabriel , Grant, George , Guenther, Geoff , Guo, Gloria , Gupta, Gautam , Hayden, Frank , Hickerson, Gary , Hogan, Irena D. , Hoogendoorn, Frank , Hopley, George , Huan, George , Johnson, Greg , Justice, Gary , Karbarz, Frank , Kettenbrink, Gail , Kubove, George , Kudhail, Gurmeet , Lagrasta, Fred , Landau, Georgi , LaVallee, Gina , Law, Gary , Lind, Gregory , Mithani, Farid , Mitro, Fred , Negrete, Flavia , Newman, Frank G. , Prejean, Frank , Presentation, Gas Control , Qavi, Faheem , Rank, Sabina , Scott, Eric , Shaw, Eddie , Shim, Elizabeth , Simpson, Erik , Su, Ellen , Taylor, Fabian , Tow, Eva , Vicens, Emilio , Wallumrod, Ellen , Watts, Ebony , Webb, Elizabeth , Wetterstroem, Eric , Willis, Erin , Zoes, Florence , Alon, Heather , Amiry, Homan , Arora, Harry , Benjelloun, Hicham , Bertram, Hal , Chen, Hai , Connett, Hugh , Cooke, Ian , Cubillos-Uejbe, Humberto , Daryanani, Honey , Dunton, Heather , Elrod, Hal , Estrada, Israel , Gerry, Heidi , Goh, Han , Greig, Iain , Hameed, Harris , Hendrickson, Hollis , Hickman, Harold , Jathanna, Hans , Kendall, Heather , Kroll, Heather , Lin, Homer , Lindley, Hilda , Liu, Ivan , Loh, Huan-Chiew , Lotz, Gretchen , Lynn, Garland , Mack III, Hillary , Mack, Iris , Maltz, Ivan , Martin, Greg , Matthys, Glenn , Mcclellan, George , Mccormick, George , McCumber, Gary , McKinney, Hal , Mendoza, Genaro , Mirza, Husnain , Monroy, Gabriel , Moreira, Hugo , Nemec, Gerald , Nguyen, George , Ogunbunmi, Hakeem , Oo, Hla Myint , Padavala, Giri , Patterson, Grant , Pentakota, Govind , Purcell, Heather , Rivas, George , Rogers, Glenn , Saluja, Gurdip , Savage, Gordon , Schockling, Gregory , Sharp, Gregory R (EGM) , Shively, Hunter S. , Shore, Geraldine , Simpson, George , Snyder, Horace , Solis, Gloria , Stadler, Gary , Steagall, Gregory , Storey, Geoff , Subramaniam, Gopalakrishnan , Tan, Gladys , Taylor, Gary , Tholen, Gail , Trefz, Greg , Tripp, Garrett , Whalley, Greg , Woloszyn, Gina , Wong, Hans , Woulfe, Greg , Yu, Hong , Zambrano, Gina , Allario, John , Allison, John , Althaus, Jason , Alvar, John , Andrews, Jeff , Armstrong, James , Arnold, John , Bagwell, Jennifer J , Ballentine, John , Barker, James R. , Batist, James , Bekeng, Jan-Erland , Bennett, Joel , Best, John , Biever, Jason , Blachman, Jeremy , Blaine, Jay , Bowman, John E , Brysch, Jim , Buchanan, John , Buss, JD , Casas, Joe A. , Cassidy, John , Chen, James N , Chismar, John , Cho, Jae , Choate, Jason , Choe, Joon , Cline, Jesse , Cobb, Jeff , Cobb, Julie , Cole, Jim , Cornett, Justin , Coyle, John , Crook, Jody , Cutaia, Jennifer , Cyprow, Jarrod , Day, Justin , Defenbaugh, John , Dietrich, Janet , Disturnal, John , Doan, Jad , Dua, Jatinder , Errigo, Joe , Espinoza, Javier , Fallon, Jim , Fayett, Juana , Ferrara, Julie , Fischer, Jason , Forney, John M. , Fraser, Jennifer , Galan, Joseph M. , Gamblin, Jeff , Garvey, Jason , Godbold, John , Gordon, Joe , Goughary, Jim , Grass, John , Greene, John , Griffith, John , Gualy, Jaime , Guan, Julie , Guerra, Jesus , Harding, Jason , Hayes, John , Heinlen, Jonathan , Helton, Jenny , Henderlong, Jon , Henderson, John , Hernandez, Judy , Hess, Jurgen , Hewes, Joanna P , Hirl, Joseph , Hodge, John , Hoff, Jonathan , Homco, Jim , Hopson, Jill , Horne, Jonathan , Huff, Jeff , Hungerford, James , Hunter, Julia , Hunter, Larry Joe , Husain, Karima , Jackson, Jeffrey , Jacobsen, John , Jahnke, John , Jessop, Jaimie , Ji, Jie , Johnston, Jamey , Jordan, Jay , Joyce, Jane , Kaiser, Jared , Kaniss, Jason , Khanani, Junaid , Kilgo, Jason , Kimbrough, Jona , King, Jeff , Kinser, John , Knoblauh, Jay , Kratzer, John , Latham, Jenny , Lee, Jennifer , Lennard, Jonathan , Leo, Johnson , Lewis, Jeff , Lieskovsky, Jozef , Liu, Jim , Lyons, Jeff , Martin, Ingrid , Martin, Jabari , Massey II, John , Mckay, Jonathan , Mcnair, Jason , McPherson, John , Mills, Jana , Molinaro, Jeffrey , Moore, Jerry Thomas , Morse, Jana , Mrha, Jean , Munoz, John , Newgard, Jim , Nguyen, Jennifer , Nguyen, John H. , Nieten, Joseph , Nogid, Jeff , Norman, Ina , Nowlan Jr., John L. , Oljar, John , Paliatsos, John , Parker, Jeffery , Parks, Joe , Patterson, Jessie , Pechersky, Julie , Petri, Ingrid , Post, James , Quenet, Joe , Rangel, Ina , Reese, Jeanette , Reitmeyer, Jay , Resendez, Isabel Y. , Richter, Jeff , Riley, Jennifer , Robertson, Jim , Rodriguez, Isaac , Royed, Jeff , Saladino, Jane , Sarnowski, Julie , Scarborough, John , Skilling, Jeff , Syed, Imran +X-cc: Bhagat, Sanjay , Blanco, Alicia , Coles, Frank , Croucher Jr, Mike , DeRidder, Adam , Goebel, Jon , James, Matthew , Morehead, Lee , Rimoldi, Anthony , Rockwell, Jason , Uribe, Carlos , Wang, John , Wolf, Mark , Cox, Paige , Servat, Russell , Burchfield, Richard , Charbonnet, Clement , Matson, Randy , McAuliffe, Bob , Ogg, Jim , Stevens, Wilford , Tang, Mable , Wells, Malcolm +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + The migration of UNIX home directories and applications (Solar) scheduled for this weekend has been moved to the weekend of October 13 and 14, 2001. + + Further information as to times and problem escalation procedures will be posted early next week. + +Bob Ambrocik +Enterprise Storage Team +EB 3429F +x5-4577 +bob.ambrocik@enron.com" +"arnold-j/deleted_items/390.","Message-ID: <16958390.1075852701265.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 09:36:48 -0700 (PDT) +From: veronica.espinoza@enron.com +To: r..brackett@enron.com, s..bradford@enron.com, r..conner@enron.com, + genia.fitzgerald@enron.com, patrick.hanse@enron.com, + ann.murphy@enron.com, s..theriot@enron.com, + christian.yoder@enron.com, j..miller@enron.com, steve.neal@enron.com, + s..olinger@enron.com, h..otto@enron.com, david.parquet@enron.com, + w..pereira@enron.com, beth.perlman@enron.com, s..pollan@enron.com, + a..price@enron.com, daniel.reck@enron.com, leslie.reeves@enron.com, + andrea.ring@enron.com, sara.shackleton@enron.com, + a..shankman@enron.com, s..shively@enron.com, d..sorenson@enron.com, + p..south@enron.com, k..allen@enron.com, a..allen@enron.com, + john.arnold@enron.com, c..aucoin@enron.com, d..baughman@enron.com, + bob.bowen@enron.com, f..brawner@enron.com, greg.brazaitis@enron.com, + craig.breslau@enron.com, brad.coleman@enron.com, + tom.donohoe@enron.com, michael.etringer@enron.com, + h..foster@enron.com, sheila.glover@enron.com, jungsuk.suh@enron.com, + legal <.taylor@enron.com>, m..tholt@enron.com, jake.thomas@enron.com, + fred.lagrasta@enron.com, janelle.scheuer@enron.com, + n..gilbert@enron.com, jennifer.fraser@enron.com, + lisa.mellencamp@enron.com, shonnie.daniel@enron.com, + n..gray@enron.com, steve.van@enron.com, mary.cook@enron.com, + gerald.nemec@enron.com, mary.ogden@enron.com, carol.st.@enron.com, + nathan.hlavaty@enron.com, craig.taylor@enron.com, j..sturm@enron.com, + geoff.storey@enron.com, keith.holst@enron.com, f..keavey@enron.com, + mike.grigsby@enron.com, h..lewis@enron.com, + debra.perlingiere@enron.com, maureen.smith@enron.com, + sarah.mulholland@enron.com, r..barker@enron.com, + b..fleming@enron.com, e..dickson@enron.com, j..ewing@enron.com, + r..lilly@enron.com, j..hanson@enron.com, kevin.bosse@enron.com, + william.stuart@enron.com, y..resendez@enron.com, + w..eubanks@enron.com, sheetal.patel@enron.com, + john.lavorato@enron.com, martin.o'leary@enron.com, + souad.mahmassani@enron.com, john.singer@enron.com, + jay.knoblauh@enron.com, gregory.schockling@enron.com, + dan.mccairns@enron.com, ragan.bond@enron.com, ina.rangel@enron.com, + lisa.gillette@enron.com, ron.green@enron.com, + jennifer.blay@enron.com, audrey.cook@enron.com, + teresa.seibel@enron.com, dennis.benevides@enron.com, + tracy.ngo@enron.com, joanne.harris@enron.com, paul.tate@enron.com, + christina.bangle@enron.com, tom.moran@enron.com, + lester.rawson@enron.com, m.hall@enron.com, bryce.baxter@enron.com, + bernard.dahanayake@enron.com, richard.deming@enron.com, + derek.bailey@enron.com, diane.anderson@enron.com, + joe.hunter@enron.com, ellen.wallumrod@enron.com, bob.bowen@enron.com, + lisa.lees@enron.com, stephanie.sever@enron.com, + joni.fisher@enron.com, vladimir.gorny@enron.com, + russell.diamond@enron.com, angelo.miroballi@enron.com, + k..ratnala@enron.com, credit <.williams@enron.com>, + cyndie.balfour-flanagan@enron.com, stacey.richardson@enron.com, + s..bryan@enron.com, kathryn.bussell@enron.com, l..mims@enron.com, + lee.jackson@enron.com, b..boxx@enron.com, randy.otto@enron.com, + daniel.quezada@enron.com, bryan.hull@enron.com, + gregg.penman@enron.com, clinton.anderson@enron.com, + lisa.valderrama@enron.com, yuan.tian@enron.com, + raiford.smith@enron.com, denver.plachy@enron.com, + eric.moon@enron.com, ed.mcmichael@enron.com, jabari.martin@enron.com, + kelli.little@enron.com, george.huan@enron.com, + jonathan.horne@enron.com, alex.hernandez@enron.com, + maria.garza@enron.com, santiago.garcia@enron.com, + loftus.fitzwater@enron.com, darren.espey@enron.com, + louis.dicarlo@enron.com, steven.curlee@enron.com, + mark.breese@enron.com, eric.boyt@enron.com, l..kelly@enron.com, + cynthia.franklin@enron.com, dayem.khandker@enron.com, + judy.thorne@enron.com, jennifer.jennings@enron.com, + rebecca.phillips@enron.com, john.grass@enron.com, + nelson.ferries@enron.com, andrea.ring@enron.com, + lucy.ortiz@enron.com, a..martin@enron.com, tana.jones@enron.com, + t..lucci@enron.com, gerald.nemec@enron.com, tiffany.smith@enron.com, + jeff.stephens@enron.com, dutch.quigley@enron.com, t..hodge@enron.com, + scott.goodell@enron.com, mike.maggi@enron.com, + john.griffith@enron.com, larry.may@enron.com, + chris.germany@enron.com, vladi.pimenov@enron.com, + judy.townsend@enron.com, scott.hendrickson@enron.com, + kevin.ruscitti@enron.com, trading <.williams@enron.com>, + matthew.lenhart@enron.com, monique.sanchez@enron.com, + chris.lambie@enron.com, jay.reitmeyer@enron.com, l..gay@enron.com, + j..farmer@enron.com, eric.bass@enron.com, tanya.rohauer@enron.com, + sherry.pendegraft@enron.com, shauywn.smith@enron.com, + jim.willis@enron.com, l..dinari@enron.com, t..muzzy@enron.com, + stephanie.stehling@enron.com, sean.riordan@enron.com, + thomas.mcfatridge@enron.com +Subject: Credit Watch List--Week of 10/22/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Espinoza, Veronica +X-To: Brackett, Debbie R. , Bradford, William S. , Conner, Andrew R. , Fitzgerald, Genia , Hanse, Patrick , Murphy, Melissa Ann , Theriot, Kim S. , Yoder, Christian , Miller, Mike J. , Neal, Steve , Olinger, Kimberly S. , Otto, Charles H. , Parquet, David , Pereira, Susan W. , Perlman, Beth , Pollan, Sylvia S. , Price, Brent A. , Reck, Daniel , Reeves, Leslie , Ring, Andrea , Shackleton, Sara , Shankman, Jeffrey A. , Shively, Hunter S. , Sorenson, Jefferson D. , South, Steven P. , Allen, Phillip K. , Allen, Thresa A. , Arnold, John , Aucoin, Berney C. , Baughman, Edward D. , Bowen, Bob , Brawner, Sandra F. , Brazaitis, Greg , Breslau, Craig , Coleman, Brad , Donohoe, Tom , Etringer, Michael , Foster, Chris H. , Glover, Sheila , Suh, Jungsuk , Taylor, Mark E (Legal) , Tholt, Jane M. , Thomas, Jake , Lagrasta, Fred , Scheuer, Janelle , Gilbert, George N. , Fraser, Jennifer , Mellencamp, Lisa , Daniel, Shonnie , Gray, Barbara N. , Van Hooser, Steve , Cook, Mary , Nemec, Gerald , Ogden, Mary , St. Clair, Carol , Hlavaty, Nathan , Taylor, Craig , Sturm, Fletcher J. , Storey, Geoff , Holst, Keith , Keavey, Peter F. , Grigsby, Mike , Lewis, Andrew H. , Perlingiere, Debra , Smith, Maureen , Mulholland, Sarah , Barker, James R. , Fleming, Matthew B. , Dickson, Stacy E. , Ewing, Linda J. , Lilly, Kyle R. , Hanson, Kristen J. , Bosse, Kevin , Stuart III, William , Resendez, Isabel Y. , Eubanks Jr., David W. , Patel, Sheetal , Lavorato, John , O'Leary, Martin , Mahmassani, Souad , Singer, John , Knoblauh, Jay , Schockling, Gregory , McCairns, Dan , Bond, Ragan , Rangel, Ina , Gillette, Lisa , Green, Ron , Blay, Jennifer , Cook, Audrey , Seibel, Teresa , Benevides, Dennis , Ngo, Tracy , Harris, JoAnne , Tate, Paul , Bangle, Christina , Moran, Tom , Rawson, Lester , Hall, Bob M , Baxter, Bryce , Dahanayake, Bernard , Deming, Richard , Bailey, Derek , Anderson, Diane , Hunter, Larry Joe , Wallumrod, Ellen , Bowen, Bob , Lees, Lisa , Sever, Stephanie , Fisher, Joni , Gorny, Vladimir , Diamond, Russell , Miroballi, Angelo , Ratnala, Melissa K. , Williams, Jason R (Credit) , Balfour-Flanagan, Cyndie , Richardson, Stacey , Bryan, Linda S. , Bussell l, Kathryn , Mims, Patrice L. , Jackson, Lee , Boxx, Pam B. , Otto, Randy , Quezada, Daniel , Hull, Bryan , Penman, Gregg , Anderson, Clinton , Valderrama, Lisa , Tian, Yuan , Smith, Raiford , Plachy, Denver , Moon, Eric , McMichael Jr., Ed , Martin, Jabari , Little, Kelli , Huan, George , Horne, Jonathan , Hernandez, Alex , Garza, Maria , Garcia, Santiago , Fitzwater, Loftus , Espey, Darren , Dicarlo, Louis , Curlee, Steven , Breese, Mark , Boyt, Eric , Kelly, Katherine L. , Franklin, Cynthia , Khandker, Dayem , Thorne, Judy , Jennings, Jennifer , Phillips, Rebecca , Grass, John , Ferries, Nelson , Ring, Andrea , Ortiz, Lucy , Martin, Thomas A. , Jones, Tana , Lucci, Paul T. , Nemec, Gerald , Smith, Tiffany , Stephens, Jeff , Quigley, Dutch , Hodge, Jeffrey T. , Goodell, Scott , Maggi, Mike , Griffith, John , May, Larry , Germany, Chris , Pimenov, Vladi , Townsend, Judy , Hendrickson, Scott , Ruscitti, Kevin , Williams, Jason (Trading) , Lenhart, Matthew , Sanchez, Monique , Lambie, Chris , Reitmeyer, Jay , Gay, Randall L. , Farmer, Daren J. , Bass, Eric , Rohauer, Tanya , Pendegraft, Sherry , Smith, Shauywn , Willis, Jim , Dinari, Sabra L. , Muzzy, Charles T. , Stehling, Stephanie , Riordan, Sean , McFatridge, Thomas +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached is a revised Credit Watch listing for the week of 10/22/01. Please note that US Steel Corporation was placed on ""Call Credit"" this week. +If there are any personnel in your group that were not included in this distribution, please insure that they receive a copy of this report. +To add additional people to this distribution, or if this report has been sent to you in error, please contact Veronica Espinoza at x6-6002. +For other questions, please contact Jason R. Williams at x5-3923, Veronica Espinoza at x6-6002 or Darren Vanek at x3-1436. + + + " +"arnold-j/deleted_items/392.","Message-ID: <7095710.1075852701317.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 04:59:03 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts and matrices as hot links 10/22 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude24.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas24.pdf + +Distillate and Unleaded charts to follow. + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG24.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG24.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL24.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/393.","Message-ID: <5156151.1075852701340.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 11:30:30 -0700 (PDT) +From: f..brawner@enron.com +To: john.arnold@enron.com +Subject: FW: Apology +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Brawner, Sandra F. +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + -----Original Message----- +From: Brawner, Sandra F. +Sent: Monday, October 22, 2001 12:38 PM +To: Herndon, Rogers; Schwieger, Jim; Martin, Thomas A.; Arnold, John +Cc: Brawner, Sandra F. +Subject: Apology + +Where do I begin? I guess I could start with several excuses or reasons to justify my behavior on Friday, but the truth is there aren't any. I only am left with total humiliation and embarrassment for my actions, words, and behavior. Please accept my sincere apology. + +Sandra" +"arnold-j/deleted_items/394.","Message-ID: <21894351.1075852701363.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 10:37:38 -0700 (PDT) +From: f..brawner@enron.com +To: rogers.herndon@enron.com, jim.schwieger@enron.com, a..martin@enron.com, + john.arnold@enron.com +Subject: Apology +Cc: f..brawner@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: f..brawner@enron.com +X-From: Brawner, Sandra F. +X-To: Herndon, Rogers , Schwieger, Jim , Martin, Thomas A. , Arnold, John +X-cc: Brawner, Sandra F. +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Where do I begin? I guess I could start with several excuses or reasons to justify my behavior on Friday, but the truth is there aren't any. I only am left with total humiliation and embarrassment for my actions, words, and behavior. Please accept my sincere apology. + +Sandra" +"arnold-j/deleted_items/395.","Message-ID: <20466620.1075852701388.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 12:04:11 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: (01-349) Unleaded Gasoline, Heating Oi, and Natural Gas Options E + xpiration Operational Procedures +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +PLEASE NOTE SPECIAL HOURS + + +Notice No. 01-349 +October 22, 2001 + + + +TO: All NYMEX Members/Member Firms + All NYMEX Clearing Members + All NYMEX Floor Traders + All NYMEX Operations Managers + +FROM: George Henderson, Vice President + +RE: Options Expiration Operational Procedures for the Trading +Floor and Clearing Members - Revised Hours +________________________________________________________________ + +The expiration date for the November 2001 options contract for Unleaded +Gasoline (GOX1), Heating Oil (OHX1) and Natural Gas (ONX1) is Friday, +October 26, 2001. + + +GENERAL OPERATIONAL PROCEDURES + +All Clearing Members and Qualified Floor Traders that carried an options +position as of the close of business day prior to the expiration day, or +engaged in trading activity on Expiration Day in the expiring options +contract will be required to have a knowledgeable, duly authorized +representative present at their normal work station promptly at 4:40 p.m. +until released by the Exchange staff as specified below. All adjustments +and/or corrections, must be accompanied by relevant supporting +documentation +prior to being incorporated into expiration processing, in essence making +the expiration processing an extension of the afternoon trade resolution +procedures. All input to the NYMEX Clearing Department will conclude no +later than 30 minutes after floor representatives are released. + +Exchange Clearing (299-2110), Floor Trade Processing (299-2068 and +299-2169) +personnel, as well as a representative of the Floor Committee will be +available to assist with the processing of notices of Exercise and +Abandonment, position transfers, trade corrections and other questions or +problems you may have. + + + +CLEARING DEPARTMENT OPERATIONAL PROCEDURES + +The Option Expiration process is a screen based process for which all +information is provided on the screens on C21 terminals. No Option +Expiration Reports will be provided. The following screens will assist you +through the Option Expiration process: + +MEMBER TRADE INQUIRY +Contains real-time top day trade information, trade information for the +previous 4 business days and trade=s adjusted for the previous 4 business +days by adjustment date. + +SINGLE POSITION MAINTENANCE +Contains a real-time snapshot for each option series from the start of day +position to the projected end of day position. + +REVIEW ACCEPT REJECT TRANSFERS +Contains all trade and position transfers TO your firm and the status of +each transfer. + +REVIEW SUBMITTED TRANSFERS +Contains all trade and position transfer FROM your firm and the status of +each transfer. + +EXERCISE NOTICE SUBMISSION +Contains your available long position and an input field to enter the +number +of long positions you wish to exercise. + +DO NOT EXERCISE SUBMISSION +Contains your available long position and an input field to enter the +number +of long positions you wish to abandon. + +POSITION CHANGE SUBMISSION +PCS may be submitted either by manual input or by electronic transmission. +Any PCS input on a Clearing 21 terminal will be the input processed by the +system. This input may be made at any time prior to 5:55 p.m. Any PCS +input via transmission for that contract series will be disregarded. + +ALL POSITIONS ARE DEEMED FINAL +Upon completion of all PCS input, all positions will be deemed final. + +EXERCISE/ASSIGNMENT INFORMATION +Will be available to you on the Single Position Maintenance window by +contract series or the Assignment List window which contains all your +Assignments on one window. You will be notified of its availability by C21 +E-Mail and by Fast Facts. This should occur within 1 hour of the last PCS +input. + +All Clearing Members are required to have an authorized representative(s) +at +their C21 workstations in preparation for any communication during the +expiration process. + +FAST FACTS +Clearing Members should call the Fast Facts information service 301-4871, +access code 700 for event messages advising Members of the event status. + +E-MAIL +Clearing Members should read their C21 E-Mail messages immediately to be +aware of event status. + +The standard event Fast Facts and/or E-Mail messages and the sequence in +which they will be announced are: + +STANDARD EVENT APPROXIMATE TIME USUAL FAST +FACTS(F) + MESSAGES OF MESSAGE EVENT TIME +E-MAIL (E) + AVAILABILITY +BOTH (B) + +Announce Out-of-the 4:45PM 4:45PM F +Money Exercise and In-the-Money +Do Not Exercise Submissions + +Announce Final Input to C21 5:40PM 5:55PM E +Cutoff Time + +All positions are deemed final 6:30PM 5:55PM F + +Announce Exercise/Assignment 7:15PM 7:15PM B +Information Available on the Single +Position Maintenance Windows + +All Report Distribution is 11:30PM 11:30PM F +completed + +The times appearing in the Usual Event Time column are based on normal +operational conditions and could vary. + +If you have any questions concerning these procedures, please contact +Anthony Di Benedetto at 299-2152 or John Ramos at 299-2142 prior to the +expiration date. + + <> + +(See attached file: EXPFORMSPEC.XLS) + + - EXPFORMSPEC.XLS " +"arnold-j/deleted_items/396.","Message-ID: <16012148.1075852701411.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 12:10:28 -0700 (PDT) +From: stephen.piasio@ssmb.com +To: jarnold@enron.com +Subject: ene +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Piasio, Stephen [FI]"" @ENRON +X-To: 'enron/john arnold' +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I just bought ENE at 20.20. I think its called ""opportunity""." +"arnold-j/deleted_items/397.","Message-ID: <9630335.1075852701449.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 15:03:38 -0700 (PDT) +From: courtney.votaw@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Votaw, Courtney +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Stocks Close Higher As Investors Cheer Earnings News +Dow Jones Business News- 10/22/01 +Enron Faces Holder Suit From Fincl Chief Pacts +Dow Jones News Service- 10/22/01 +Shapiro Haber & Urmy Files Class Action on Behalf of Purchasers of Enron Corporation Stock (NYSE: ENE) in The Period From July 13, 2001 Through October 16, 2001 +PR Newswire- 10/22/01 +Enron Board Approved Partnerships Run by Chief Financial Officer +PR Newswire- 10/22/01 +USA: UPDATE 3-SEC looks into Enron deals, stock slides 20 pct. +Reuters English News Service- 10/22/01 +Enron shares plunge 20 percent after acknowledging SEC inquiry +Associated Press Newswires- 10/22/01 +STOCKWATCH Enron lower after SEC questions transactions; AG Edwards downgrades +AFX News- 10/22/01 +Enron Corp. Information requested by SEC. +Regulatory News Service- 10/22/01 +Enron Shares Slide as SEC Seeks Information on Deals With CFO's Partnership +Dow Jones Business News- 10/22/01 +Enron Says SEC Asks About Related-Party Transactions (Update8) +Bloomberg- 10/22/01 +UniPrime Signs Letter of Intent for Wind Energy Park Project +Business Wire- 10/22/01 + + +Stocks Close Higher As Investors Cheer Earnings News +By Peter Edmonston + +10/22/2001 +Dow Jones Business News +(Copyright (c) 2001, Dow Jones & Company, Inc.) +The Wall Street Journal Online +Stocks rallied sharply Monday despite the widening anthrax scare, as a batch of better-than-expected quarterly earnings reports cheered investors. +The Dow Jones Industrial Average gained 172.92, or 1.9%, to close at 9377.03 after gaining 40.89 points Friday. The Nasdaq Composite Index rose 36.75, or 2.2%, to 1708.06 after climbing 18.59 points in the previous session. +Other major stock indexes gained ground Monday. The Standard & Poor's 500-stock index added 16.42 to 1089.90, the New York Stock Exchange Composite Index rose 7.13 to 561.45, and the Russell 2000 Index gained 4.80 to 430.50. +Bonds were mixed and the dollar strengthened. +The stock market's gains were tempered briefly by news that a postal worker in Washington, D.C., was diagnosed with anthrax contracted by inhalation. Additionally, two other postal workers in Washington have died and their deaths are being investigated to determine if they died of that same ailment. +But stocks took the anthrax reports in stride, suggesting a new and surprising level of confidence among market participants, some analysts said Monday. ""The market is really shrugging off this news,"" said Mark Donahoe, a managing director at U.S. Bancorp Piper Jaffray. +Upbeat earnings news from American Express, released Monday afternoon, seemed to give stocks an additional lift. +Investors may be shifting their focus away from concerns about anthrax exposure and U.S. military maneuvers in Afghanistan to take a closer look at quarterly earnings results, said Steven Kroll Sr., managing director at Monness, Crepsi & Hardt. +The uncertainty on the global front ""looks like it is going to be a long, drawn-out affair,"" Mr. Kroll said. ""I think stocks will revert back to being earnings-driven."" +Although dismal by ordinary standards, last week's flood of quarterly earnings reports got a reasonably upbeat reception from investors, who seem to have approached them with extremely low expectations. ""The markets acted pretty well last week in light of some very ugly earnings,"" said Mr. Donahoe of U.S. Bancorp. That resilience might be giving hope to investors this week, he added. +Still, investors will be carefully sifting through quarterly results in the coming week to get a fix on how the fourth quarter is shaping up, Mr. Kroll argued. +Third-quarter earnings showed several pockets of strength on Monday, with big companies such as Minnesota Mining and Manufacturing and U.S. Steel posting results that met or topped analysts' estimates. +The Dow industrials got an additional boost shortly after 2 p.m. EDT when index component American Express reported earnings that, excluding certain items, beat Wall Street previously lowered estimates. +The financial-services concern posted net income of $298 million, or 22 cents a share, down 60% from $737 million, or 54 cents a share, a year earlier. Excluding charges related to a corporate restructuring and the September 11 attacks, American Express said it would have earned $595 million, or 45 cents a share, for the latest quarter. Analysts had been expecting earnings of 30 cents a share, according to Thomson Financial/First Call. +Shares of American Express surged after the quarterly earnings release, closing up 3.4% at $30.32. +Chip stocks helped lead the Nasdaq composite higher, with the Philadelphia semiconductor index gaining 5.4%. The rally seemed to be a continuation of Friday's gains in the sector, sparked by positive earnings news from KLA-Tencor. +U.S. Steel, the nation's No. 1 steelmaker, said it swung to a third-quarter loss from a profit a year earlier, hurt by oversupply and a weak economy. But excluding charges related to the closure of one mill and damage at another, U.S. Steel said its loss was much narrower than what was forecast by analysts surveyed by Thomson Financial/First Call. Shares of U.S. Steel rose 9.7% to $14.74. +Investors also sent 3M shares nearly 5% higher after the maker of chemical and adhesive products squeaked by Wall Street estimates, despite a 21% decline in net income. And oil producers Conoco and USX-Marathon Group handily beat analysts' forecasts. +But not all the earnings news was cheery. Local phone company SBC Communications recorded net income that was slightly below estimates. Shares of SBC, a component of the Dow industrials, fell 5.1% to $41.40. +Meanwhile, the outlook for corporate profits in the fourth quarter seems discouraging, some analysts noted. On Monday, 3M guided Wall Stret's earnings expectations lower for the upcoming quarter, and a top executive at U.S. Steel told analysts that the company's fourth quarter would be ""difficult."" +Companies ""are meeting third quarter expectations, but they are talking down the fourth quarter,"" said Mr. Kroll of Monness Crespi & Hardt. He said that some of the rise in Monday's markets might be a carryover from Friday's buying activity related to the expiration of U.S. stock option and index option contracts, an event known as ""double witching."" +One of the hardest-hit stocks on Monday was Enron, an energy concern that said that the Securities and Exchange Commission was seeking information about certain complex transactions it undertook with a limited partnership organized by its chief financial officer. Shares of Enron plunged 21% to $20.65. +Overseas, stocks closed higher. London's Financial Times-Stock Exchange 100-Share Index gained 1.1%, while Frankfurt's Xetra DAX index rose 2%. Earlier in the day, Japan's Nikkei 225 average closed with a gain of 0.3%, but Hong Kong's Hang Seng Index ended 0.3% lower. +In economic news, the Conference Board reported that its index of leading indicators for the month fell 0.5% in September, matching the estimates of economists surveyed by Thomson Global Markets. The index -- a composite of measurements aimed at forecasting likely changes in the economy -- included some data gathered after the Sept. 11 attacks. +The decline, which was the index's largest one-month drop since January 1996, confirmed that the widespread weakness in the U.S. economy is deepening, the Conference Board said. Falling stock prices and rising initial unemployment claims were two of the index components that contributed most negatively to the September reading. +In August, the leading-indicators index slipped 0.1%, less than the previous estimate of a 0.3% decline. Even so, the back-to-back declines paint a bleak economic picture, said Conference Board economist Ken Goldstein. +The two-month decline in the index suggests that the already-weak economy is likely to remain weak into next year, Mr. Goldstein said. The overall reading from these numbers indicates that manufacturing and services are experiencing a significant slowdown. +In major U.S. market action: +Stocks rose. On the Big Board, where 1.09 billion shares were traded, 1,813 stocks rose and 1,291 fell. On the Nasdaq, 1.49 billion shares changed hands. +Bonds were mixed. The 10-year Treasury note rose less than 1/16 point Monday, or 62.5 cents for each $1,000 invested. The yield, which moves inversely to its price, fell to 4.618%. The 30-year bond fell 1/16 point to yield 5.364%. +The dollar rose. The dollar bought 122.56 yen, compared with 121.20 yen late Friday. The euro traded at 89.18 U.S. cents, down from 89.84 cents late Friday. +Copyright (c) 2001 Dow Jones & Company, Inc. +All Rights Reserved. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +Enron Faces Holder Suit From Fincl Chief Pacts + +10/22/2001 +Dow Jones News Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) +NEW YORK -(Dow Jones)- A shareholder of Enron Corp. (ENE) filed a derivative suit in Texas court alleging that Enron's board breached their fiduciary duties to the company by allowing Chief Financial Officer Andrew Fastow to create and run certain limited partnerships. +In a press release Monday, a law firm representing the unnamed shareholder said that Enron's board lost over $35 million by allowing Fastow to run these partnerships, which engaged in transactions with Enron and presented a conflict of interest. +The suit alleges that the limited partnerships bought Enron assets, permitting Fastow to use his inside knowledge of the company's financial condition to earn millions of dollars. +On Oct. 16, Enron announced that it will take a $35 million charge relating to the limited partnerships and revealed that the company had to repurchase 55 million of its shares in order to unwind its involvement in the partnerships, thereby reducing the company's shareholder equity by $1.2 billion. +On Monday, Enron said the Securities and Exchange Commission recently requested additional information regarding the limited partnerships. +On Oct. 19, The Wall Street Journal reported that Fastow, and possibly a handful of partnership associates, realized more than $7 million last year in management fees and about $4 million in capital increases on an investment of nearly $3 million in the partnership, which was set up in Dec. 1999 principally to do business with Enron. +Fastow has been finance chief of Enron since 1997 and has been with the firm 11 years, which included extensive work setting up and managing company investments. +Enron's New York Stock Exchange listed shares fell to a 52-week low on Monday following news that the SEC requested additional information. +A spokeswoman from Enron said the company has not seen the lawsuit and it does not comment on pending litigation. +-Thomas Gryta; Dow Jones Newswires; 201-938-5400 + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +Shapiro Haber & Urmy Files Class Action on Behalf of Purchasers of Enron Corporation Stock (NYSE: ENE) in The Period From July 13, 2001 Through October 16, 2001 + +10/22/2001 +PR Newswire +(Copyright (c) 2001, PR Newswire) +BOSTON, Oct. 22 /PRNewswire/ -- The law firm of Shapiro Haber & Urmy LLP has filed a class action suit alleging securities fraud in the United States District Court for the Southern District of Texas (Houston Division), 515 Rusk Ave., Houston, Texas 77002, against Enron Corporation (""Enron"") (NYSE: ENE) and certain of its officers and directors. +The case was filed on behalf of all purchasers of the common stock of Enron during the period from July 13, 2001 through October 16, 2001, inclusive (the ""Class Period""). +The complaint alleges that the defendants violated section 10(b) of the Securities Exchange Act of 1934 (""the Exchange Act""), and Rule 10b-5 promulgated thereunder, and that defendants' wrongful conduct artificially inflated the price of Enron common stock during the Class Period. The complaint charges that the defendants misrepresented and concealed material facts concerning the Company's financial transactions with two partnerships established by Enron's Chief Financial Officer, which resulted in substantial losses to Enron and a reduction in shareholders' equity of over $1 billion. The price of Enron's common stock plummeted over 20% in just three trading days following disclosure of the financial losses resulting from Enron's dealings with these partnerships. +Plaintiff seeks to recover damages suffered by class members and is represented by the law firm of Shapiro Haber & Urmy LLP, which has successfully prosecuted numerous securities class actions on behalf of defrauded investors. More information about the firm and its qualifications is available on the firm's website at www.shulaw.com. +If you are a member of the class described above, you may wish to join the action. You may move the court to serve as a lead plaintiff no later than December 21, 2001. +If you would like a copy of the complaint, would like to discuss joining this action as a lead plaintiff, or would like to inform us that you are a member of the proposed class, please contact Thomas G. Shapiro, Esq. or Liz Hutton, paralegal, Shapiro Haber & Urmy LLP, 75 State Street, Boston, MA 02109, (800) 287-8119, fax at (617) 439-0134, or e-mail at cases@shulaw.com. +MAKE YOUR OPINION COUNT - Click Here +http://tbutton.prnewswire.com/prn/11690X66791593 + +/CONTACT: Thomas G. Shapiro, Esq. or Liz Hutton, paralegal, Shapiro Haber & Urmy LLP, +1-800-287-8119, cases@shulaw.com/ 16:54 EDT + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +Enron Board Approved Partnerships Run by Chief Financial Officer + +10/22/2001 +PR Newswire +(Copyright (c) 2001, PR Newswire) +NEW YORK, Oct. 22 /PRNewswire/ -- An Enron (NYSE: ENE) shareholder has filed a derivative suit in Texas state court which charges that Enron's board of directors breached their fiduciary duties to the Company by allowing its CFO, Andrew Fastow to create and run certain limited partnerships. The Enron board lost the Company over $35 million by allowing Fastow to run these partnerships, which engaged in transactions with Enron and presented a clear conflict of interest for the Enron CFO. +In addition to other transactions, the limited partnerships bought Enron assets, permitting Fastow to use his inside knowledge of the Company's financial condition to earn millions of dollars for himself and the limited partnerships. On October 16, 2001 the Company announced that it would take a $35 million charge relating to the limited partnerships. It was also revealed that the Company had to repurchase 55 million of its shares in order to unwind its involvement in the partnerships, thereby reducing the Company's shareholder equity by $1.2 billion. +On October 22, 2001, the Company announced that the SEC recently requested additional information regarding these limited partnerships. +If you would like additional information regarding this lawsuit, you may contact Murielle Steven Walsh at Pomerantz Haudek Block Grossman & Gross LLP, New York, New York, 888-476-6529 ((888) 4-POMLAW) or mjsteven@pomlaw.com. +MAKE YOUR OPINION COUNT - Click Here +http://tbutton.prnewswire.com/prn/11690X60348122 + +/CONTACT: Murielle Steven Walsh, Esq. of Pomerantz Haudek Block Grossman & Gross LLP, +1-888-476-6529 (+1-888-4-POMLAW), mjsteven@pomlaw.com/ 15:41 EDT + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +USA: UPDATE 3-SEC looks into Enron deals, stock slides 20 pct. +By David Howard Sinkman + +10/22/2001 +Reuters English News Service +(C) Reuters Limited 2001. +NEW YORK, Oct 22 (Reuters) - Shares of Enron Corp. slumped more than 20 percent on Monday after it said U.S. regulators are looking into company transactions, another blow to a company whose chief executive resigned in August. +A spokesman for North America's biggest buyer and seller of natural gas and electricity declined to discuss an inquiry by the U.S. Securities Exchange Commission, but said it was cooperating. The SEC also declined to outline details of its inquiry. +Investor confidence in the company has been rocked by reports from The Wall Street Journal about its relationship with two limited partnerships that were run until recently by Enron's chief financial officer, Andrew Fastow. The company also reported last week its first quarterly loss in more than four years, and took $1.01 billion in charges and writedowns on ill-fated investments. +Problems at Enron surfaced two months ago when CEO Jeff Skilling resigned after only six months at the helm. +Enron shares declined $5.49, or 21 percent, to $20.56 in Monday afternoon trade on the New York Stock Exchange, shaving off almost $4.2 billion of its market capitalization. The stock, the biggest decliner by percentage loss on the NYSE, fell as much as 22.8 percent on Monday, when it opened at its lowest level since September 1998. +Shares declined 23 percent last week after the Journal ran its first story about the limited partnerships on Wednesday. +Enron declined to comment on whether the SEC's inquiry into ""certain related party transactions"" involved the partnerships. +""Related party transactions"" is the heading used by Enron in its 1999 and 2000 annual reports to discuss dealings with its limited partnerships, LJM Cayman LP and the larger LJM2 Co-Investment LP, which engaged in complex hedging transactions involving company assets worth hundreds of millions of dollars. +Fastow severed his ties to the partnerships in June. LJM was set up in June 1999 for energy-related investments, and LJM2 in December 1999 for energy-and communication-related investments. +The Journal reported $35 million of its third-quarter loss of $638 million were connected with the limited partnerships +Curt Launer, an analyst at Credit Suisse First Boston, said investors should question Enron's use of real value accounting when the value of certain assets, ""most notably in telecommunications,"" have declined precipitously. +""Investors have had several opportunities to question Enron's credibility and at each of those turns the share price has declined,"" Launer said. +Some analysts, though, cautioned against assuming fire when there might only be smoke. +""This is an inquiry, not an investigation, and I cannot imagine Enron's attorneys or accountants would allow it do to something illegal,"" said Merrill Lynch analyst Donato Eassey. +""It's easy for the market to kick a company when its down, but these challenges do not last for a solid company, and we think Enron is one."" +Shares in the company are down 75 percent this year. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +Enron shares plunge 20 percent after acknowledging SEC inquiry + +10/22/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. +HOUSTON (AP) - Shares of Enron Corp. plunged more than 20 percent Monday after the energy trading giant said the Securities and Exchange Commission had sought information company's transactions with limited partnerships, which were managed by an Enron senior officer. +In a statement, Enron said it had provided the regulatory agency with information in response to an inquiry last week. +""We welcome this request,"" Enron chairman and chief executive officer Kenneth L. Lay said in a statement Monday. ""We will cooperate fully with the SEC and look forward to the opportunity to put any concern about these transactions to rest."" +Investors were upset by the news, however, sending shares of Enron down dlrs 5.30 to dlrs 20.75 in heavy trading on the New York Stock Exchange. +The transactions took place in 1999 and 2000, according to Houston-based Enron's 2000 annual report. They resulted in a dlrs 16 million pre-tax gain to Enron in 1999 and a dlrs 36 million loss in 2000. +Enron officials declined to provide details about the transactions or name the limited partnerships, instead referring questions to a section of the annual report on related party transactions. +""Enron entered into transactions with (limited partnerships) to hedge certain merchant investments and other assets,"" according to the section in the annual report. +Enron spokesman Mark Palmer said the SEC first contacted Enron last week and described the request is an ""informal inquiry."" +""This is not an investigation,"" he said. ""We see the request as an opportunity to put this issue behind us."" +SEC spokesman John Heine said he could not comment on the filings. ""We can't confirm or deny that type of activity,"" Heine said. +The electricity marketer and natural gas provider says both internal and external auditors and attorneys reviewed the related party arrangements, the company's board was fully informed of and approved the arrangements, and they were disclosed in the company's SEC filings. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +STOCKWATCH Enron lower after SEC questions transactions; AG Edwards downgrades + +10/22/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd +NEW YORK (AFX) - Shares of Enron Corp were down sharply in late morning trade, after the Securities and Exchange Commission requested the company to provide information on certain related-party transactions, prompting AG Edwards to downgrade the stock to 'hold' from 'buy', dealers said. +At 11.10 am, Enron was down 4.29 usd, or 16.47 pct, at 21.76. The DJIA was up 57.57 points at 9,261.68, and the S&P 500 composite index was up 5.57 points at 1,079.05. +In a statement this morning, Enron confirmed that the SEC had requested documents, and said it would ""cooperate fully"" with the commission. +However, the company did not give any details of the transactions concerned or of the reasons behind the SEC's request. +According to AG Edwards analyst Mike Heim, Enron ""significantly reduced"" its equity to unroll a partnership arrangement with a partially-owned subsidiary formerly run by Enron's chief financial officer. +""This arrangement, which was not discussed in past SEC filings, has led to a growing distrust of the company by the financial community. +""In our opinion, the market is most likely overreacting to the news being disseminated over the last few days. +""However, we can give no assurances that all the problems at Enron have been fully disclosed,"" Heim said. +In its statement this morning, Enron said although its internal and external auditors and attorneys have reviewed the related-party arrangements, adding that the Board was ""fully informed of and approved these arrangements"", which were disclosed in the company's SEC filings. +""We believe everything that needed to be considered and done in connection with these transactions was considered and done,"" said chief executive Kenneth Lay. +ng/gc For more information and to contact AFX: www.afxnews.com and www.afxpress.com + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +Enron Corp. Information requested by SEC. + +10/22/2001 +Regulatory News Service +(C) 2001 +INTNTH 22 October 2001 +ENRON ANNOUNCES SEC REQUEST, PLEDGES COOPERATION +HOUSTON - Enron Corp. (NYSE: ENE) announced today that the Securities and Exchange Commission has requested that Enron voluntarily provide information regarding certain related party transactions. +""We welcome this request,"" said Kenneth L. Lay, Enron chairman and CEO. ""We will cooperate fully with the SEC and look forward to the opportunity to put any concern about these transactions to rest. In the meantime, we will continue to focus on our core businesses and on serving our customers around the world."" +Enron noted that its internal and external auditors and attorneys reviewed the related party arrangements, the Board was fully informed of and approved these arrangements, and they were disclosed in the company's SEC filings. ""We believe everything that needed to be considered and done in connection with these transactions was considered and done,"" Lay said. +Enron is one of the world's leading energy, commodities and services companies. The company markets electricity and natural gas, delivers energy and other physical commodities, and provides financial and risk management services to customers around the world. Enron's Internet address is www.enron.com. The stock is traded under the ticker symbol ""ENE."" +END +'MSCEAFEAALXFFFE. + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron Shares Slide as SEC Seeks Information on Deals With CFO's Partnership + +10/22/2001 +Dow Jones Business News +(Copyright (c) 2001, Dow Jones & Company, Inc.) +HOUSTON -- Shares of Enron Corp. slumped Monday after the energy-trading concern said the Securities and Exchange Commission has asked for information about ""certain related party transactions,"" including those between Enron and a limited partnership organized by its chief financial officer. +Enron promised to cooperate fully with the SEC request and said in a prepared statement that it ""welcomes"" the request and looks forward to put ""any concern about these transactions to rest."" +In 4 p.m. EDT trading on the New York Stock Exchange, Enron (ENE) shares fell $5.40, or 21%, to $20.65. +Last week The Wall Street Journal reported that a limited partnership organized by Andrew Fastow, Enron's chief financial officer, made millions in profits in transactions with the firm. The story cited information reported in an internal partnership document. +Enron also said last week it will repurchase up to 55 million shares that it had issued as part of transactions with LJM2 CO-Investment LP, the limited partnership created by Mr. Fastow. +In addition, Enron took a $1.01 billion charge in the third quarter, mostly connected with write-downs of bad investments, producing a loss of $618 million, or 84 cents a share. Excluding charges, income was $393 million, or 43 cents a share, in the quarter. +The charge covers a wide range of items including costs related to the limited partnerships that were, until recently, by Mr. Fastow. +The company said the costs connected with the partnerships total $35 million and involve the early termination of ""certain structured finance arrangements."" +The partnerships were set up two years ago, and while the company maintains that they are perfectly proper, some have suggested that it is a conflict of interest for Enron's chief financial officer to be involved in a partnership that was looking to purchase Enron assets, the Journal reported. +The energy company said its auditors reviewed the arrangements and its board was fully informed and approved the deals, which were disclosed in SEC filings. +""We believe everything that needed to be considered and done in connection with these transactions was considered and done,"" Enron Chairman and Chief Executive Kenneth Lay said on Monday. +Separately, an Enron shareholder filed a derivative lawsuit in Texas court alleging Enron's board breached its fiduciary duties to the company by allowing Mr. Fastow to create and run certain limited partnerships. +A law firm representing the unnamed shareholder said in a prepared statement that Enron's board lost over $35 million by allowing Mr. Fastow to run these partnerships, which engaged in transactions with Enron and presented a conflict of interest. +The suit alleges that the limited partnerships bought Enron assets, permitting Mr. Fastow to use his inside knowledge of the company's financial condition to earn millions of dollars. +-- Bill Platt of Dow Jones Newswires contributed to this report. +Copyright (c) 2001 Dow Jones & Company, Inc. +All Rights Reserved. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + + +Enron Says SEC Asks About Related-Party Transactions (Update8) +2001-10-22 17:10 (New York) + +Enron Says SEC Asks About Related-Party Transactions (Update8) + + (Adds in sixth paragraph that analyst estimates dissolving +affiliated companies would cost $3 billion.) + + Houston, Oct. 22 (Bloomberg) -- Enron Corp.'s shares fell 21 +percent after the Houston-based company said the Securities and +Exchange Commission requested information on partnerships run by +Chief Financial Officer Andrew Fastow and other executives. + + Enron, the largest energy trader, created partnerships and +other affiliated companies to buy and sell assets such as power +plants to lower the debt on its books. An investor sued Enron's +board Wednesday, saying two partnerships cost the company $35 +million and Fastow's leadership of them was a conflict of +interest. + + Investors today said they were concerned that Enron may be +forced to dismantle the affiliated companies by paying off the +owners in cash or stock. Chief Executive Ken Lay said last week he +may be have to ``unravel'' agreements that created the companies +if Enron's debt ratings fall too far. + + ``We need confidence their long-term credit rating won't go +below investment grade,'' said Roger Hamilton, an analyst at John +Hancock's value funds, which own 600,000 Enron shares. + + Enron reduced shareholders' equity by $1.2 billion when it +repurchased 55 million shares of two such partnerships controlled +by Fastow, LJM Cayman and LMJ2 Co-Investment, the Wall Journal +reported last week. + + Dismantling more of the affiliated companies and partnerships +would cost Enron or its shareholders as much as $3 billion, Ray +Niles, a Salomon Smith Barney analyst, wrote in a report to +investors today. + + Enron shares fell $5.40 to $20.65. They touched $19.67 during +the day's trading, the lowest level since Jan. 15, 1998. + + Shares Plunge + + The stock has fallen 75 percent this year amid concerns about +failed investments in trading of space on fiber-optic +communications networks and a water company, and the resignation +of Jeff Skilling as CEO in August after seven months on the job. + + While Skilling said he resigned for personal reasons, +investors say his departure led them to question whether the +company was concealing problems, including possible liabilities +from affiliated companies. + + On Tuesday, Enron surprised many investors when it reported a +$618 million third-quarter loss, the result of writing off $1.01 +billion in failed investments. + + Moody's Investors Service placed the company's debt on watch +for possible downgrade. The company's debt is rated at investment +grade by Fitch, Standard & Poor's and Moody's. + + The company received a faxed request for information from the +SEC on Wednesday asking for information, spokesman Mark Palmer +said, and will respond ``as soon as possible.'' + + ``We will cooperate fully with the SEC and look forward to +the opportunity to put any concern about these transactions to +rest,'' Lay, who is also Enron's chairman, said in a statement. + + Dilution Fears + + Enron has formed at least 18 companies to serve as financing +vehicles for its projects, based on filings with the Texas +secretary of state. Fastow and other Enron executives are named as +the controlling partners or the board members in the companies. + + Some have bought Enron assets such as power plants, removing +the debt for those projects from Enron's books. That allows Enron +to keep cash earned from the main trading business from supporting +what it views as secondary businesses, Standard & Poor's debt +analyst Todd Shipman said. + + Enron brokers trades of electricity, natural gas and other +commodities as well as owns power plants and natural-gas +pipelines. + + Dismantling the affiliates would be costly. Whitewing +Management, an affiliated company that has bought 14 Enron power +plants and lists Fastow as managing director, holds 250,000 +preferred shares of Enron. + + Enron may have to convert the preferred shares to common +stock if share prices fall below a certain level and the credit +rating drops below investment grade, according to company filings. +That would dilute the value of common shareholders' investment. + + ``The concern is how many of these dilutive structures are +out there?'' Shipman said. ``Investors are worried they might have +to share their Enron earnings with a lot more people than they +originally thought.'' + + Worrisome Financing + + Enron's auditors and attorneys reviewed the company's +``related party arrangements,'' the board approved them, and they +were disclosed in SEC filings, Enron said in its statement. + + That hasn't eased concerns. The reduction of shareholder +equity by $1.2 billion from the LJM partnerships is reason to +worry about Enron's other financing vehicles, wrote Niles, the +Salomon analyst. Enron also may take another $2.4 billion in +losses from investments in the Dabhol power plant in India and +projects in South America, he wrote. + + Enron's 8 percent coupon bonds due in 2005 fell $34 per +$1,000 face value to be offered at $1,022 today from $1,056 on +Friday, traders said. Yield on the debt rose to 7.33 percent from +6.33 percent. + + Based on Bloomberg composite ratings, most of Enron's long- +term debt is rated at BBB2 and BBB1, two or three levels above +investment grade. + + Fastow continues to work, and Enron hasn't punished him, +Palmer said. Fastow declined to be interviewed, spokeswoman Karen +Denne said. SEC spokesman John Heine declined to comment on the +agency's request to Enron. + + ``We believe everything that needed to be considered and done +in connection with these transactions was considered and done,'' +Lay said in the statement. + + +UniPrime Signs Letter of Intent for Wind Energy Park Project + +10/22/2001 +Business Wire +(Copyright (c) 2001, Business Wire) +APACHE JUNCTION, Ariz.--(BUSINESS WIRE)--Oct. 22, 2001--UniPrime Capital Corporation Inc. (NQB:UPRC) announced today that it has signed a Letter of Intent (LOI) with Jessel Enterprises Inc. of Los Angeles for a partial interest in a wind park ground lease. +This ground lease, owned by Enron Wind Development Corp., a subsidiary of Enron Corp. (NYSE:ENE), represents in excess of 3,000 acres of prime natural land in the Tehachapi Valley, possessing an extremely high-quality wind source. The output at this particular location is rated at approximately 64 megawatts, and can service roughly 40,000 residential customers. Revenue generation from the Jessel Enterprises wind park is estimated to be $96 million per year. +UniPrime Capital Corporation president and CEO Randy Russo stated, ""We are very pleased to have this opportunity to assist in providing a clean, environmentally favored alternative power supply to California consumers, especially in view of the recent crisis condition that many west coast markets have been experiencing."" +Additional information about this particular wind park project, and the industry in general, can be found at the American Wind Energy Association's website at http://www.awea.org. UniPrime Capital Corporation is a publicly traded investment holding company trading under the symbol UPRC. + +Statements contained in this document that are not historical in nature are forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are subject to risks and uncertainties that may cause future results to differ materially from those set forth in such forward-looking statements. UniPrime Capital Corporation undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date hereof. Such risks and uncertainties with respect to UniPrime Capital Corporation include, but are not limited to, its ability to successfully implement internal performance goals, performance issues with suppliers, regulatory issues, competition, the effect of weather, exposure to environmental issues and liabilities, variations in material costs and general and specific economic conditions." +"arnold-j/deleted_items/398.","Message-ID: <24018823.1075852701474.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 16:00:16 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/22/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/22/2001 is now available for viewing on the website." +"arnold-j/deleted_items/399.","Message-ID: <24549792.1075852701498.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 15:30:37 -0700 (PDT) +From: ibuyit@enron.com +Subject: eProcurement Shopping Cart Approval Required +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ibuyit@enron.com (IBUYIT)@ENRON +X-To: undisclosed-recipients:;@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +You are receiving this message because an eProcurement purchase request +requires your action. You are identified as an Approver based on the +reporting structure of your organization and monetary approval limits. +Please review, and approve or reject the items in your eProcurement +Inbox by logging into eProcurement at +http://spr5wb02.enron.com/scripts/wgate/bbpstart/!?%7Elanguage=en + +Tip: User ID & Password are your PID & Password (same as +your eHRonline and Payables logon information). Your initial +Password is Enron1 or your birth date YYYYMMDD. + +Access quick reference cards and step-by-step documentation from +http://isc.enron.com/site/doclibrary/user/default.asp +Access online, interactive eProcurement courses from +http://iscedcenter.enron.com +For help, call ISC Customer Care at 713-345-4727" +"arnold-j/deleted_items/4.","Message-ID: <5121053.1075852688348.JavaMail.evans@thyme> +Date: Thu, 4 Oct 2001 08:25:15 -0700 (PDT) +From: administration.enron@enron.com +Subject: ELM Course Offering +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Messaging Administration +X-To: All Enron Houston Special@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Good morning, + +ENW Global Messaging would like to apologize for the previous version of the mailing. Below is the intended version. + + +Signature Service: The Key To Customer Satisfaction ( Wilson Learning) + +Come join us and learn more about what it means to provide Excellent Service! +(2 Classes have been scheduled with 20 slots available for each date.) +October 18-19; November 1-2 + in EB 560 Cost: $740.00 +8:00 a.m.-5:00 p.m. (1st day) +8:00 am - 12 noon (2nd day) + +Topics Covered Include: +Discovering the Opportunities in Customer Satisfaction +Managing Myself +Opening the Interaction +Determining Needs and Expectations +Managing the Interaction +Satisfying Customers in Comfortable & Indecisive Conditions +Satisfying Customers in the Insistent & Irate Conditions + +Please log onto http://elm.enron.com to sign up for the class of your choice. The class is listed under ""By Invitation"" Category. If you have problems registering or have any questions, please call 713-853-0357. " +"arnold-j/deleted_items/40.","Message-ID: <22751220.1075852689484.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 12:00:35 -0700 (PDT) +From: feedback@intcx.com +To: iceuserslist@list.intcx.com +Subject: IntercontinentalExchange Index Swaps +Cc: sales@intcx.com, icehelpdesk@intcx.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +Bcc: sales@intcx.com, icehelpdesk@intcx.com +X-From: IntercontinentalExchange +X-To: iceuserslist@list.intcx.com +X-cc: sales@intcx.com, icehelpdesk@intcx.com +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Today, IntercontinentalExchange launched financial swaps settling against o= +ur Power and Natural Gas indices. Two new products, NG Fin Sw Swap, FP for= + ICE and Fin Swap-Peak, FP for ICE are now listed for the Henry Hub in Natu= +ral Gas and for Cinergy and PJM-West in Power. Please include these new ma= +rkets in your portfolios. + + + + + + + + + + + = + = + = + = + = + = + = + = + = + = + = + = + = + " +"arnold-j/deleted_items/400.","Message-ID: <23066342.1075852701523.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 15:15:55 -0700 (PDT) +From: buy.com@enews.buy.com +To: jarnold@enron.com +Subject: We've dropped prices! Come see. +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""buy.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE] =09 + [IMAGE] [IMAGE] [IMAGE] Dear John, Save even more on computer acc= +essories and electronics at buy.com. We've lowered prices, not standards, = +on many of our top selling items! Take advantage of great rebate offers, to= +o!As always, we thank you for choosing buy.com. Robert R. Price President, = +buy.com [IMAGE] [IMAGE] [IMAGE] Microsoft Windows XP Pro Upgra= +de with FREE SHIPPING $199.00 [IMAGE]more info Free Shipping! [IMAGE] = +Windows XP Home Upgrade with FREE SHIPPING $99.00 [IMAGE]more info Free S= +hipping! [IMAGE] [IMAGE] [IMAGE] [IMAGE] Franklin Electronics= + eBookMan EBM-911 $211.95 [IMAGE]more info BEFORE $50 REBATE OFFER! [= +IMAGE] Canon CanoScan D660U $117.95 [IMAGE]more info SAVE $11.05 [= +IMAGE] Iomega 100MB Zip ATAPI Drive $74.99 [IMAGE]more info [IMAGE]= + Sony 12x/8x/32x External FireWire CD-RW $215.95 [IMAGE]more info REBA= +TE OFFER! [IMAGE] Roxio Easy CD Creator $73.99 ($43.99 after $30 re= +bate) [IMAGE]more info $30 REBATE w/ purchase of Windows XP! [IMAGE] S= +ony KV-36FV26 36"" FD Trinitron=20 + WEGA? Television $1,599.95 [IMAGE]more info SAVE 24% [IMAGE] Son= +y DVP-NS400D DVD/CD Player $199.95 [IMAGE]more info SAVE 14% [IMAGE= +] Sony 12-Device Universal Remote with LCD Touch Screen $149.99 [IMAGE]= +more info SAVE 17% [IMAGE] In addition to computer and software = +products, buy.com also offers top-of-the-line electronics , best-selling bo= +oks , videos , music and much more. [IMAGE] - I would like to unsubscrib= +e to this eMail - I would like to visit buy.com now - I would like to vie= +w my account - I would like to contact customer support All prices an= +d product availability subject to change without notice. Unless noted, pric= +es do not include shipping and applicable sales taxes. Product quantities = +limited. List price refers to manufacturer's suggested retail price and m= +ay be different than actual selling prices in your area. Please visit us a= +t buy.com or the links above for more information including latest pricing,= + availability, and restrictions on each offer. ""buy.com"" and ""The Internet= + Superstore"" are trademarks of BUY.COM Inc. ? BUY.COM Inc. 2001. All right= +s reserved. =09 + +[IMAGE]" +"arnold-j/deleted_items/401.","Message-ID: <21664106.1075852701572.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 14:21:53 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/22/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/22/2001 is now available for viewing on the website." +"arnold-j/deleted_items/402.","Message-ID: <9494119.1075852701594.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 09:22:11 -0700 (PDT) +From: jhdiv@binswanger.com +To: jarnold@ei.enron.com +Subject: Corporate RE Online +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Holmes Davis @ENRON +X-To: Jennifer Stewart Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Currently there is a greater emphasis being placed on programs and projects that lower a company's cost structure; eliminate low value or non-strategic work; accelerate the extraction of capital from assets for redeployment in the business; use of vendors for value add work in which their fees are attached to performance; and the like. + +Originally posted to cbb.com in March 2001, ""A Sampling of Trends in the Corporate Services Industry"" holds more truth now than ever before. John Dues and Clive Mendelow of Binswanger/CBB's Advisory Group discuss current trends in real estate that corporations should be considering right now. Click here to read the full article: http://www.cbb.com/CorporateREOnline + " +"arnold-j/deleted_items/403.","Message-ID: <16343401.1075852701617.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 05:28:17 -0700 (PDT) +From: greg.piper@enron.com +To: john.arnold@enron.com +Subject: Re: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Piper, Greg +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I think it went well. I am in Florida today and Argentina until Thursday so I will have Richter give you an update. GP +Greg Piper" +"arnold-j/deleted_items/404.","Message-ID: <6964322.1075852701641.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 09:22:06 -0700 (PDT) +From: darren.vanek@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Vanek, Darren +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John- +Have you had the chance to speak to Louise about individuals trading on EOL? + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 17, 2001 4:41 PM +To: Vanek, Darren +Subject: + +Darren: +I think Dutch Quigley spoke to you about an individual who is trying to get set up with EOL for his personal account. The person is Tony Annunziata from the Smith Barney AAA fund. He meets the suitability tests as far as net worth and knowledgable investor. He is also willing to post via LC or wire. I gave him your number. I would appreciate if you could expedite his credit application. + +Thanks, +John" +"arnold-j/deleted_items/405.","Message-ID: <11501880.1075852701665.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 06:30:37 -0700 (PDT) +From: johnny.palmer@enron.com +To: john.arnold@enron.com +Subject: FW: Final Schedule - Thursday, October 18, 2001 - Marc Findsen +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Palmer, Johnny +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Fyi + +Thanks, +Johnny + + -----Original Message----- +From: South, Chad +Sent: Friday, October 19, 2001 8:29 AM +To: Delgado, Lydia; Palmer, Johnny +Subject: RE: Final Schedule - Thursday, October 18, 2001 - Marc Findsen + + + +Let me know if you have any questions. + +Chad + + -----Original Message----- +From: Delgado, Lydia +Sent: Wednesday, October 17, 2001 11:02 AM +To: Shankman, Jeffrey A.; Arnold, John; Friedman, Douglas S.; South, Chad; O'Neal, Timothy; White, Bill +Cc: Palmer, Johnny; Weatherford, April; Taylor, Helen Marie +Subject: Final Schedule - Thursday, October 18, 2001 - Marc Findsen +Importance: High + +Attached please find the following documents: + + + << File: Marc Findsen - Interview Schedule.doc >> << File: Evaluation Form - Johnny Palmer.xls >> << File: Marc Findsen - resume.doc >> + + +Thank you, + +Lydia Delgado + +x3-9338" +"arnold-j/deleted_items/406.","Message-ID: <5020012.1075852701711.JavaMail.evans@thyme> +Date: Fri, 19 Oct 2001 06:04:10 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron CFO's Partnership Had Millions in Profit +The Wall Street Journal, 10/19/01 +Enron CFO Profited From Partnerships With Company, WSJ Reports +Bloomberg, 10/19/01 + +The New Power Company Revises Its Netting Agreement With Enron; Provides Fo= +r Receivables and Inventory Financing +Business Wire, 10/19/01 + +The Five Dumbest Things on Wall Street This Week +TheStreet.com, 10/19/01 + +K Street's Top 10: The Shifting Lineup +National Journal, 10/20/01 +Houston entrepreneurs added to Texas Business Hall of Fame +Houston Chronicle, 10/20/01 +Recession, Budget Cuts, Travel Fears To Subdue LME Week +Dow Jones Commodities Service, 10/19/01 +HC to hear DPC's plea +The Times of India, 10/19/01 + + + + +Enron CFO's Partnership Had Millions in Profit +By Rebecca Smith and John R. Emshwiller +Staff Reporters of The Wall Street Journal + +10/19/2001 +The Wall Street Journal +C1 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +A limited partnership organized by Enron Corp.'s chief financial officer, A= +ndrew S. Fastow, realized millions of dollars in profits in transactions it= + did with Enron, according to an internal partnership document.=20 +The partnership, in some instances, benefited from renegotiating the terms = +of existing deals with the Houston energy company in ways that improved the= + partnership's financial positions or reduced its risk of losses. +Mr. Fastow, and possibly a handful of partnership associates, realized more= + than $7 million last year in management fees and about $4 million in capit= +al increases on an investment of nearly $3 million in the partnership, whic= +h was set up in December 1999 principally to do business with Enron.=20 +The profits from the deals were disclosed in a financial report to investor= +s in the partnership, LJM2 Co-Investment LP, that was signed by Mr. Fastow = +as the general partner and dated April 30. In one case, the report indicate= +s the partnership was able to improve profits by terminating a transaction = +early.=20 +The LJM2 arrangement has become controversial for Enron, as shareholders an= +d analysts have raised questions about whether it posed a conflict by putti= +ng the company's chief financial officer, who has a fiduciary duty to Enron= + shareholders, in a position of reaping financial rewards for representing = +LJM2 investors in business deals with Enron. Investors in LJM2 include Wach= +ovia Corp., General Electric Co.'s General Electric Capital Corp. and Credi= +t Suisse Group's Credit Suisse First Boston.=20 +Attention has focused on Mr. Fastow's partnership activities at a tumultuou= +s time for Enron, which over the past decade grew enormously by becoming th= +e nation's biggest energy-trading company.=20 +This year, though, it has been hit by a string of troubles, from soured bus= +iness initiatives to executive departures. On Tuesday, Enron announced a $6= +18 million third-quarter loss, because of a $1.01 billion write-off on inve= +stments in broadband telecommunications, retail energy services and Azurix = +Corp., a water company. A small chunk of that write-off, about $35 million,= + was attributed to ending certain LJM2-related transactions. That terminati= +on also produced a $1.2 billion reduction in Enron shareholder equity as th= +e company decided to repurchase 55 million shares that had been part of LJM= +2 deals.=20 +At 4 p.m. in New York Stock Exchange composite trading, Enron was down 9.9%= +, or $3.20, to $29 a share. Within the past year, the stock had topped $80 = +a share.=20 +Enron officials didn't have any comment about the LJM2 partnership document= +. Enron has consistently said its dealings with LJM2 have been proper. They= + said the LJM2 deals, like ones done with other parties, were aimed at help= +ing hedge against fluctuating market values of its assets and adding source= +s of capital.=20 +Mr. Fastow has declined several requests for an interview about LJM2. In la= +te July, he formally severed his ties with LJM2, as a result of what Enron = +officials said was growing unease by Wall Street analysts and major shareho= +lders. Mr. Fastow has been finance chief of Enron since 1997 and has been w= +ith the firm 11 years, which included extensive work setting up and managin= +g company investments.=20 +Michael Kopper, a former Enron executive who an Enron spokesman said is now= + helping to operate LJM2, declined to comment. He also wouldn't describe hi= +s relation to LJM2.=20 +In his April 30 report, Mr. Fastow said the partnership, which raised $394 = +million, had invested in several Enron-related deals involving power plants= + and other assets as well as company stock. The document said LJM2 sought a= + 29% internal rate of return. That was down from a 48% targeted rate of ret= +urn at the end of 2000, which the document said was due in part to a declin= +e in the value of LJM2's investment in New Power Co., an Enron-related ener= +gy retailer. In some transactions, LJM2 did much better than the 29% target= +, though this sometimes involved renegotiating individual deals.=20 +In September 2000, the partnership invested $30 million in ""Raptor III,"" wh= +ich involved writing put options committing LJM2 to buy Enron stock at a se= +t price for six months. Four months into this deal, LJM2 approached Enron t= +o settle the investment early, ""causing LJM2 to receive its $30 million cap= +ital invested plus $10.5 million in profit,"" the report said. The renegotia= +tion was before a decline in Enron's stock price, which could have forced L= +JM2 to buy Enron shares at a loss of as much as $8 each, the document indic= +ated. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + +Enron CFO Profited From Partnerships With Company, WSJ Reports +2001-10-19 01:00 (New York) + + + Houston, Oct. 18 (Bloomberg) -- Enron Corp.'s Chief Financial +Officer Andrew Fastow realized profits through a limited +partnership that did business with Enron, the Wall Street Journal +reported, citing an internal partnership document. + + LJM2 Co-Investment LP, of which Fastow is a general partner, +made millions of dollars on transactions with Enron, the paper +said. Fastow and possibly a handful of partnership associates made +$7 million last year in management fees and about $4 million in +capital increases on an investment of about $3 million in the +partnership, the paper said. + + Enron shareholder Fred Greenberg filed a lawsuit yesterday, +alleging that Enron's board cost the company at least $35 million +by allowing Fastow to manage partnerships that bought Enron +assets. Enron reported $1.01 billion in third-quarter losses from +failed investments. + + +The Five Dumbest Things on Wall Street This Week +By K.C. Swanson +Staff Reporter +TheStreet.com +10/19/2001 06:59 AM EDT +URL: + +1. Bayer Fighting the Bears? +One beneficiary of the anthrax scare has been Bayer AG (BAYZY:OTC BB ADR - = +news - commentary) , the German chemical maker, which has seen its share pr= +ice gain 10.4% since the terrorist attacks. But investors bidding up the st= +ock might be getting ahead of themselves.=20 +Bayer makes Cipro, a leading treatment for anthrax. But while the demand fo= +r Cipro is high, sales from the drug are only a small portion of the compan= +y's overall revenue, which totaled 30.9 billion euros last year (and, accor= +ding to analysts, will increase even more this year, due to its acquisition= + of Aventis CropScience, a crop protection and production company). To put = +the demand for Cipro in context, J.P. Morgan expects U.S. sales of the drug= + to be approximately 1.2 billion euros for 2001.=20 +Even emergency purchases of Cipro probably won't add that much to Bayer's o= +verall revenues. The president has asked for $643 million for antibiotics t= +o combat bioterrorist attacks. While it's possible that sum will be increas= +ed, not all the money would be spent on Cipro.=20 +Besides, it's not even clear that Bayer will remain the only producer of Ci= +pro. Though the company holds the patent for the drug, there's some pressur= +e in Congress for the government to purchase a generic version from other m= +anufacturers.=20 +On another front, Bayer is currently battling a class-action lawsuit relate= +d to an anti-cholesterol drug implicated in a number of deaths. It was forc= +ed to withdraw the drug from the market.=20 +Bayer may offer protection against anthrax, but that doesn't mean it's a re= +fuge for investors.=20 +2. Losses at Twice the Price +You know things are bad for a company when its losses per share are double = +the price of the shares themselves. That's the case for i2 Technologies (IT= +WO:Nasdaq - news - commentary) , the supply-chain software maker. After mar= +ket close on Tuesday, the company posted losses under generally accepted ac= +counting principles that amounted to $5.5 billion, or $13.25 per share, for= + the latest quarter, including all charges.=20 +In other words, i2's losses were more than twice the value of its share pri= +ce, which closed at $5.69 before the announcement.=20 +Much of the huge writedown reflects amortized goodwill from the purchase of= + Aspect Development in March 2000.=20 +To be fair, investors in companies that have made big acquisitions like i2 = +typically focus on pro forma earnings, which exclude charges and extraordin= +ary items. By that measure, i2's losses didn't look quite so bad: The compa= +ny met analysts' consensus expectations with a loss of $55.3 million, or 13= + cents per share.=20 +Still, investors met i2's earnings with disapproval, knocking the stock dow= +n 25% the day after they were reported.=20 +3. Microsoft's Bag of Tricks +In times like these, there's comfort in knowing business goes on as usual a= +t many U.S. companies. Just like the old days, Microsoft (MSFT:Nasdaq - new= +s - commentary) is in the hot seat for its sharklike behavior toward a comp= +etitor.=20 +It stands accused of sending 3,000 fake cereal boxes emblazoned with the wo= +rds ""Microsoft Server Crunch"" to customers of rival server software maker N= +ovell. The boxes, according to Novell, contained ""a number of false and mis= +leading statements"" intended as putdowns of Novell products.=20 +Among the attempted insults were some not-so-clever plays on packaged food.= + For example, in a reference to Novell's flagship software product, a line = +on the Microsoft boxes read: ""What's the expiration date on that NetWare pl= +atform?"" (A round of applause, please, for those gut-splittingly funny engi= +neers.)=20 +The boxes also said Novell is shifting its focus from software to consultin= +g services, which Novell says isn't true.=20 +Microsoft spokesman Jim Desler said the cereal boxes were primarily intende= +d to advertise Microsoft services, not to slight Novell. ""It was all in the= + theme of a mock cereal box,"" he said. ""It was a modest campaign.""=20 +In response to Novell's complaints, he says Microsoft sent out a letter in = +September to recipients of the boxes to clarify some of its statements, and= + it's just agreed to send another letter to appease the company. For the re= +cord, Novell said it's not calling off its lawsuit for unspecified money da= +mages.=20 +4. AMD's Feisty Pledge +CEOs don't get their jobs by being eloquent, and it probably would be too m= +uch to expect them to sound statesmanlike. But sometimes their oratorical r= +ough edges cross the line into embarrassing.=20 +Case in point: Comments from Jerry Sanders, the CEO of Advanced Micro Devic= +es (AMD:NYSE - news - commentary) , which earlier this week reported a loss= + for the first time in almost three years. The company, facing harsh pricin= +g competition from Intel (INTC:Nasdaq - news - commentary) , said its reven= +ue was down 22% from a year ago and it expects a likely operating loss for = +the fourth quarter.=20 +Given recent declines in consumer confidence, the downturn is likely to be = +extended by several quarters, Sanders admitted. But in a conference call, h= +e indulged in some spirited fist-shaking. Citing the company's so-called ""H= +ammer"" architecture for processors, Sanders declared, ""We feel that when th= +e upturn comes, we're going to kick ---.""=20 +Does this guy carry around a surfboard in his car or what? Mr. Sanders, mee= +t Mr. Reeves.=20 +OK, so we actually kind of admire Sanders' never-capitulate spirit. But his= + comment seems a little redundant, because just about everybody will look b= +etter when the economy turns around. Because that may not be anytime soon, = +what matters is how companies weather the interim -- feisty pledges notwith= +standing.=20 +5. Enron's Rabbit-From-a-Hat Style +Analysts have complained for some time about Enron's (ENE:NYSE - news - com= +mentary) rabbit-from-a-hat style accounting, with which the company produce= +d results that wowed investors without making it quite clear where they cam= +e from. Now that its business has taken a sour turn, that tendency has gott= +en even more unsettling.=20 +To cap off its disappointing earnings results this week -- Enron posted a s= +teep loss after taking a $1.01 billion charge -- the company let drop that = +its shareholder equity had decreased by $1.2 billion.=20 +In a conference call, CEO Kenneth Lay attributed the reduction in equity to= + the ""removal of an obligation to issue a number of shares."" According to a= + report in The Wall Street Journal, Enron repurchased 55 million shares iss= +ued through a series of transactions involving LJM Capital, a partnership t= +hat until recently was headed up by Enron's CFO.=20 +TSC's Peter Eavis has written that it appears Enron lent LJM money to buy E= +nron stock.=20 +Ironically, the company boasted in its earnings release this week that it h= +ad expanded reporting of its financial results, presumably to quiet its acc= +ounting critics.=20 +Enron's transactions have been so labyrinthine that it's hard to identify e= +xactly if or how they were inappropriate. But the latest revelation, to say= + the least, does nothing to bolster the company's credibility. Enron, whose= + CEO resigned unexpectedly in August, had seen its stock fall 59% for the y= +ear leading up to its latest earnings release. Since then, it's dropped ano= +ther 12.6%=20 + + +The New Power Company Revises Its Netting Agreement With Enron; Provides Fo= +r Receivables and Inventory Financing + +10/19/2001 +Business Wire +(Copyright (c) 2001, Business Wire) + +PURCHASE, N.Y.--(BUSINESS WIRE)--Oct. 19, 2001--The New Power Company (""New= +Power""), a wholly owned subsidiary of NewPower Holdings, Inc. (NYSE: NPW) t= +oday filed a Form 8-K with the Securities and Exchange Commission reporting= + that it has revised its master netting agreement with Enron North America = +Corp., Enron Energy Services, Inc., and Enron Power Marketing, Inc. (togeth= +er, the ""Enron Subsidiaries"").=20 +The amendment affects the Master Cross-Product Netting, Setoff, and Securit= +y Agreement (the ""Master Netting Agreement"") among NewPower and the Enron S= +ubsidiaries, and expands through January 4, 2002, the types of collateral t= +hat NewPower is permitted to post to the Enron Subsidiaries. +The effect of the amendment is to reduce, through January 4, 2002, the amou= +nt of cash collateral that NewPower is required to post to the Enron Subsid= +iaries. Under the amended Master Netting Agreement, the first $70 million o= +f posted collateral must be in the form of cash, while amounts in excess of= + $70 million may consist of not more than $40 million of eligible receivabl= +es and inventory of NewPower, valued at discounts specified in the amendmen= +t, and subject to a $25 million limit for October 2001. Pledging receivable= +s and inventory is consistent with NewPower's previously announced intentio= +n to secure asset-backed financing.=20 +With the amendment and NewPower's cost reduction efforts, and absent a simi= +lar rate of decline in commodity prices or other significant events, NewPow= +er believes that it has sufficient financial resources to conduct its busin= +ess until it secures ongoing asset-backed financing, which will be necessar= +y upon the expiration of the amendment. NewPower has been and is actively s= +eeking to arrange asset-backed financing with other parties, although to da= +te no such arrangements have been secured.=20 +The Company expects to meet its previous estimate of net loss and loss per = +basic and diluted share for the third quarter ended September 30, 2001. How= +ever, customer count and revenues are expected to be slightly lower than pr= +eviously forecast.=20 +The Company will provide revised guidance for the fourth quarter 2001 and a= +n outlook for 2002 on its third quarter conference call scheduled for Thurs= +day, November 8.=20 + +Cautionary Statement=20 + +This press release contains certain forward-looking statements within the m= +eaning of the Private Securities Litigation Reform Act of 1995, Section 27A= + of the Securities Act of 1933, and Section 21E of the Securities Exchange = +Act of 1934. These statements involve risks and uncertainties and may diffe= +r materially from actual future events or results. Although we believe that= + our expectations are based on reasonable assumptions, we can give no assur= +ance that our goals will be achieved. The Company undertakes no obligation = +to publicly release any revisions to these forward-looking statements to re= +flect events or circumstances after the date hereof or to reflect the occur= +rence of unanticipated events. Important factors that could cause actual re= +sults to differ from estimates or projections contained in the forward-look= +ing statements include our limited operating history; delays or changes in = +the rules for the restructuring of the electric and natural gas markets; ou= +r ability to attract and retain customers; our ability to manage our energy= + requirements and sell energy at a sufficient margin given the volatility i= +n prices for electricity and natural gas; the effect of commodity volatilit= +y on collateral requirements and liquidity; our dependence on third parties= + to provide critical functions to us and to our customers; and conditions o= +f the capital markets affecting the availability of capital. Readers are re= +ferred to the Company's Annual Report on Form 10-K for the year ending Dece= +mber 31, 2000 and our Registration Statement on Form S-1 (No. 333.41412) on= + file with the Securities and Exchange Commission for a discussion of facto= +rs that could cause actual results to differ materially from these forward-= +looking statements.=20 + +About NewPower Holdings, Inc.=20 + +NewPower Holdings, Inc. (NYSE: NPW), through its subsidiary, The New Power = +Company, is the first national provider of electricity and natural gas to r= +esidential and small commercial customers in the United States. The Company= + offers consumers in restructured retail energy markets competitive energy = +prices, pricing choices, improved customer service and other innovative pro= +ducts, services and incentives. + + +CONTACT: The New Power Company Investors Kathryn Corbally, 914/697-2444 Kat= +hryn.Corbally@newpower.com Patrick McCoy, 914/697-2431 Manager, Investor Re= +lations pmccoy@newpower.com Media Gael Doar, 914/697-2451 gdoar@newpower.co= +m Terri Cohen, 914/697-2457 Terri.Cohen@newpower.com=20 +08:32 EDT OCTOBER 19, 2001=20 +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + + +LOBBYING +K Street's Top 10: The Shifting Lineup +Shawn Zeller + +10/20/2001 +National Journal +Copyright 2001 by National Journal Group Inc. All rights reserved. + +How do the Washington lobbying firms with the heftiest incomes put themselv= +es in the upper echelon of K Street practitioners? Van Scoyoc Associates In= +c. does it by signing up a stable of smaller clients and working hard to re= +tain them. Quinn Gillespie & Associates doesn't have a long client list, bu= +t it is at the top of the heap in terms of average fee per client. Greenber= +g Traurig, meanwhile, lured away a rival firm's top rainmaker-and his lucra= +tive book of clients.=20 +These are just some of the business strategies revealed in National Journal= +'s survey of the 10 Washington lobbying firms with the highest fee income f= +rom January 1 to June 30. The four top firms at midyear 2001 are the same o= +nes as a year earlier: perennial powerhouses Cassidy & Associates Inc.; Pat= +ton Boggs; Akin, Gump, Strauss, Hauer & Feld; and Verner, Liipfert, Bernhar= +d, McPherson and Hand. +But two new players-boasting huge growth rates-are among the firms nipping = +at the heels of these top dogs.=20 +Greenberg Traurig, which came in at No. 5 in National Journal's midyear 200= +1 rankings, had never before been in the top tier of Washington lobbying fi= +rms. According to PoliticalMoneyLine, which compiles a comprehensive annual= + list of all lobbying firms, Greenberg Traurig had the 35th-highest income = +during the first six months of last year.=20 +And No. 7 in the midyear 2001 rankings is Quinn Gillespie, another first-ti= +me member of the top 10. Formed just a year and a half ago by former Clinto= +n White House Counsel Jack Quinn and Ed Gillespie-a one-time adviser to Hou= +se Majority Leader Dick Armey, R-Texas-the firm has seen its fortunes rocke= +t upward. Quinn Gillespie was No. 13 in the first six months of 2000.=20 +In between these two newcomers is Van Scoyoc Associates, ranked at No. 6. T= +here has been a steady rise for Van Scoyoc, which was No. 28 in fee income = +at the end of 1996, the year in which the 1995 Lobbying Disclosure Act firs= +t took effect.=20 +Rounding out the top 10 at midyear 2001 are stalwarts Williams & Jensen; Wa= +shington Council Ernst & Young; and Barbour Griffith & Rogers.=20 +National Journal ranks the top-10 lobbying firms every six months by tallyi= +ng the fees that firms report to the House and Senate as required under the= + 1995 legislation. National Journal tabulates total fees for only the 25 to= +p firms in PoliticalMoneyLine's comprehensive annual survey.=20 +With its $16.68 million in fees for the first six months of the year, Cassi= +dy & Associates continued to blow away the competition. The last time any f= +irm reported a six-month total larger than Cassidy's was during the first h= +alf of 1998, when Verner, Liipfert led the way. During the first six months= + of this year, Cassidy & Associates received a massive fee of $1 million fr= +om the Taiwan Studies Institute, a think tank with close ties to the Taiwan= +ese government; Boeing Co. paid Cassidy & Associates $600,000; and Tiffany = +& Co. paid it $400,000 to lobby on legislation that would bar diamonds mine= +d in conflict-ridden areas of the world from entering the global market.=20 +Despite the economic downturn and the terrorist threat, lobbying goes on, c= +ompany Chairman Gerald S.J. Cassidy said. ""During difficult times, people c= +ome to Washington with their problems. During more-robust times, they come = +seeking opportunities.""=20 +But the biggest story at midyear was the rise of Greenberg Traurig. The fir= +m, which posted just $1.71 million in lobbying fees during the first half o= +f 2000, saw that amount more than quadruple to nearly $8.7 million this yea= +r. Much of the credit goes to Jack Abramoff, the conservative K Street move= +r and shaker who is an ally of House Majority Whip Tom DeLay, R-Texas. Last= + year, Abramoff left his old firm, Preston Gates Ellis & Rouvelas Meeds, an= +d brought $3 million in business with him to Greenberg Traurig. Preston Gat= +es, which was ranked in the top five during Abramoff's tenure, dropped out = +of National Journal's rankings this year. The lobbying firm's fees fell by = +nearly 50 percent.=20 +Abramoff continued to make rain at Greenberg Traurig, billing $860,000 to t= +he Mississippi Band of Choctaw Indians, $500,000 to the Commonwealth of the= + Northern Mariana Islands, and $300,000 to garment manufacturers that opera= +te in that U.S. territory. A few new clients also forked over big bucks: th= +e Coushatta Tribe of Louisiana ($440,000); Voor Huisen Project Management, = +a homebuilder with international operations ($300,000); and the American In= +ternational Center ($100,000). Despite initial concerns among some Greenber= +g Traurig partners about whether Abramoff would fit in, Abramoff insists th= +at his team of lobbyists has been ""totally integrated"" into the firm.=20 +But Abramoff wasn't the only one responsible for Greenberg Traurig's higher= + earnings. Ronald W. Kleinman, a former State Department lawyer, persuaded = +Congress with the help of several Greenberg Traurig colleagues to pass Sect= +ion 2002 of the 2000 Victims of Trafficking and Violence Protection Act. Th= +is section of the law ordered the Treasury Secretary to use Cuban governmen= +t funds that are frozen in U.S. banks to compensate the families of three m= +en who had won multimillion-dollar judgments against Cuba under a 1996 amen= +dment to the Foreign Sovereignty Immunities Act. The amendment allows victi= +ms of terrorism or their families to sue states that are on the U.S. list o= +f state sponsors of terrorism.=20 +Greenberg Traurig represented the families of Armando Alejandre, Carlos Alb= +erto Costa, and Mario M. de la Pena-three members of Brothers to the Rescue= +, a Cuban-American group that rescues Cubans in the waters off Florida. The= + three men died when their plane was shot down over international waters on= + February 24, 1996. The families sued Cuba and were awarded $96.7 million i= +n damages by a U.S. District Court judge in 1997. The State Department oppo= +sed payment, but President Clinton signed the trafficking bill. Greenberg T= +raurig reported a fee of $4 million.=20 +Fred W. Baggett, the chair of Greenberg Traurig's governmental practice gro= +up, said this was a one-time fee, but he added that the Cuban case ""establi= +shed a platform so that the firm can support undertaking those one-time eff= +orts in the future,"" and noted, ""We have a few coming down the pipeline.""= +=20 +Baggett said the firm has cases involving an American killed in Jerusalem b= +y the Palestinian group Hamas, and Americans who were used as human shields= + in Iraq during the Persian Gulf War. None of the Americans was killed, and= + all were eventually released.=20 +Taking the flip side of the mega-fee approach was Van Scoyoc Associates, wh= +ich reported receiving no fee above $180,000. Nonetheless, the firm continu= +ed its steady rise. A key reason, said firm President H. Stewart Van Scoyoc= +, was the ability to recruit and retain clients. The firm signed up 34 clie= +nts between January 1 and June 30, while only nine out of 159 clients termi= +nated contracts during the period.=20 +""We work hard at defining the relationship with a client before we sign a c= +ontract,"" said Van Scoyoc. ""We make sure we're clear on the goals and objec= +tives, and in a typical relationship, we don't guarantee that we can do eve= +rything."" The firm's $6.24 million total for the first half of 2001 was 23 = +percent higher than its fees for the same period last year.=20 +Quinn Gillespie's ascent into the top 10 was more along the lines of Greenb= +erg Traurig's. Quinn Gillespie's billings were almost $6.09 million at midy= +ear 2001, a 71 percent rise over the same period last year. The firm has on= +ly 34 paying clients, but the average fee per client-$180,000-is the highes= +t among the top 10. During the six months, the British Columbia Lumber Trad= +e Council paid a fee of $540,000 to Quinn Gillespie, while Enron Corp. paid= + $525,000. The Canadian group hoped its high-powered lobbyists would win gr= +eater access for Canadian lumber in the United States, but U.S. tariffs wer= +e reinstated earlier this year. Lobbying for Enron focused on energy deregu= +lation, particularly in California. Enron is a major creditor of Southern C= +alifornia Edison, the utility whose financial woes resulted in power shorta= +ges in California last summer.=20 +Quinn Gillespie's staff has grown from nine at the time of the founding to = +nearly 30 today. ""We like to think we have a toolbox here-people who may be= + Republicans or Democrats but who also have different skills that benefit t= +he client,"" Quinn said.=20 +Patton Boggs had fees of $10.26 million in the first six months of 2001, bu= +t that was just a 5 percent rise over the same period in 2000. Still, the f= +irm leapfrogged over Verner, Liipfert to capture the No. 2 ranking. Patton = +Boggs earned $360,000 from Russia's government-owned NTV television network= +, which was at the center of a controversy earlier this year when the gover= +nment took over the independent network and ousted its staff.=20 +Akin, Gump also jumped past Verner, Liipfert to No. 3 in the rankings, post= +ing $9.48 million in fees-a 16 percent increase over a year earlier. Akin, = +Gump's biggest client was the troubled tire manufacturer Bridgestone/Firest= +one Inc., which paid just over $1.5 million in fees. Akin, Gump also earned= + big money from AT&T ($800,000) and the Gila River Indian Community ($620,0= +00).=20 +At No. 4, Verner, Liipfert saw the biggest drop in fees, taking in $8.84 mi= +llion in the first six months of 2001-down 16 percent from the same period = +in 2000. Verner, Liipfert lost lucrative contracts with Puerto Rico after t= +he government there changed hands last year. (See this issue, p. 3273.)=20 +Rounding out the top-10 rankings, Williams & Jensen at No. 8 billed $5.68 m= +illion, a 12 percent increase over the first half of 2000, while Washington= + Council Ernst & Young saw its fees drop 11 percent to $5.5 million. The fi= +rm fell four places to No. 9 in the rankings. Barbour Griffith & Rogers's f= +ee income was up 7 percent to $5.48 million, putting the firm at No. 10.=20 +Falling out of the midyear top-10 rankings were Preston Gates-No. 6 at midy= +ear 2000-and PricewaterhouseCoopers, No. 7 last year. PricewaterhouseCooper= +s's billings were $5 million for the period, a 6 percent drop from the firs= +t half of 2000. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Oct. 19, 2001 +Houston Chronicle +Houston entrepreneurs added to Texas Business Hall of Fame=20 +By TOM FOWLER=20 +Copyright 2001 Houston Chronicle=20 +The Texas Business Hall of Fame's annual awards ceremony Thursday night hon= +ored four Houston business leaders.=20 +The event at the George R. Brown Convention Center put the spotlight on Wei= +ngarten Realty Investors Chairman Stanford Alexander; Compaq Computer found= +er and former Chief Executive Officer Rod Canion; retired Reliant Energy Ch= +airman and CEO Don Jordan; and Dynegy Chairman and CEO Chuck Watson.=20 +This is the 19th year the nonprofit Texas Business Hall of Fame Foundation = +has honored the state's business leaders with a dinner and induction event.= +=20 +As chairman of Weingarten Realty Investors, Stanford Alexander built the co= +mpany into one of the nation's largest publicly traded real estate companie= +s.=20 +After serving in the U.S. Air Force, Alexander joined J. Weingarten, a Hous= +ton-based chain of 87 supermarkets. He later became an executive with Weing= +arten Markets Realty Co., an affiliated real estate firm that developed fre= +e-standing supermarket stores.=20 +The firm later changed its name to Weingarten Realty. The Houston-based com= +pany is now publicly traded on the New York Stock Exchange.=20 +Weingarten owns shopping centers, warehouses and other property in 17 state= +s from coast to coast.=20 +Weingarten's notable developments in Houston include the upscale Village Ar= +cade near Rice University and the Centre at Post Oak, across from the Galle= +ria.=20 +Rod Canion came up with the idea behind Compaq in 1982 after a trip to a lo= +cal ComputerLand store. Along with colleagues from Texas Instruments, Jim H= +arris and industrial designer Ted Papajohn, Canion envisioned a portable co= +mputer that ran all the programs that operated on the IBM PC.=20 +By the next year, the company was producing the original Compaq luggable co= +mputer, a move that essentially created the modern PC industry. By 1987, it= +s fifth year, the company made business history by breaking $1 billion in s= +ales, the fastest pace ever for a corporate startup.=20 +Canion left Compaq in October 1991 but continued to be active in other vent= +ures. In 1992, he founded Insource Technology Group, a consulting services = +and network engineering firm, and continues to serve as chairman.=20 +Don Jordan has been in the forefront of Houston business and society for de= +cades. And even though he retired from the post of chairman and chief execu= +tive at Reliant Energy in late 1999, he has remained active in the city's g= +rowth and development.=20 +Jordan was with Reliant and its predecessor Houston Industries for 44 years= + and helped position the company for its eventual split between the company= +'s regulated businesses, such as HL&P and Entex, and unregulated business t= +hat is now called Reliant Resources.=20 +Jordan, along with his corporate rival Ken Lay of Enron, was instrumental i= +n the successful campaign last year to convince voters to approve the use o= +f public funds to build a new arena downtown for the Houston Rockets.=20 +Jordan has spent a lot of time on the Houston Livestock Show & Rodeo board = +and many other civic groups.=20 +Chuck Watson has built Dynegy into one of Houston's leading energy companie= +s, but he is more well-known for his forays into the world of sports.=20 +Watson established NGC Corp., Dynegy's predecessor, in 1985 and served as p= +resident until becoming chairman and chief executive officer in 1989.=20 +Recently Watson was revealed to be the largest investor in the limited part= +nership assembled to put together the Texans, Houston's National Football L= +eague franchise. It begins playing next year.=20 +Watson also owns the Aeros, Houston's American Hockey League team.=20 +Watson's support was also pivotal to getting voters last year to approve th= +e use of public funds for the new downtown arena. Watson had opposed an ear= +lier deal to use public money to build the facility.=20 +Watson has also been a strong supporter of Houston's bid to land the 2012 O= +lympic Games.=20 +To date, the foundation has awarded more than $1.8 million in scholarships = +to students pursuing business degree at Texas colleges and universities.=20 + +Recession, Budget Cuts, Travel Fears To Subdue LME Week +By Mark Long +Of DOW JONES NEWSWIRES + +10/19/2001 +Dow Jones Commodities Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +LONDON -(Dow Jones)- The many travails of the metals industry will dampen t= +he spirits of those who make it to the annual round of meetings and parties= + at London Metal Exchange Week, which starts Monday.=20 +In what is expected to be a much smaller group of delegates than usual, con= +versations will be dominated by fears of global recession smothering alread= +y-lousy demand, the increasingly pressing need for production cuts, and the= + exit of several important participants from the metals business. +Cuts in companies' travel budgets and fears of flying are keeping many of t= +he usual attendees away from London this year, dealers and analysts said.= +=20 +""Sentiment is going to be bearish, and we've just heard in the past few day= +s of people who were previously going to come along not coming, largely on = +their companies' advice,"" said Adam Rowley, an analyst at MacQuarie Bank in= + London.=20 +Indeed, a representative at another major bank said fully half of the guest= +s expected at its satellite activities have canceled.=20 +Forecasts for base metals demand and average prices have been widely revise= +d downward in the past few weeks, particularly since the impact of the Sept= +. 11 terror attacks accelerated the world economic slowdown.=20 +Just this week, Standard Bank ratcheted its expectations lower, with LME ca= +sh copper - a bellwether for the complex that's especially sensitive to ind= +ustrial productivity - seen at $1,350 a metric ton in December 2001, down f= +rom an actual year-to-date average in 2001 of $1,619/ton.=20 +Producers are reluctant to cut copper output, and declining Chinese imports= + and weak demand in the west mean there is still further downside potential= + for copper, Standard Bank analyst Robin Bhar said.=20 +With demand for base metals slumping so sharply, eyes have been turning to = +the producers to make moves on the supply side.=20 +In copper, analysts say U.S. producers are the most likely to cut back, as = +the recent strength in the dollar hits their bottom line the hardest. Howev= +er, a recent slump in energy prices has kept the wolves from the door so fa= +r for some producers in an industry that's energy-intensive.=20 +Elsewhere, zinc is suffering from a supply glut that recently pressured the= + LME three-month price to a 17-year low of $766 a metric ton.=20 +The troubles of Australian zinc producer Pasminco Ltd. (A.PAS) will surely = +be a hot topic, following the company's move to voluntary administration du= +e to its large debt load, dealers said.=20 +But aside from all the market concerns, the most worrisome topic will likel= +y be the recent succession of companies bailing out of or reducing their co= +mmitment to the metals business, market participants said.=20 +In the past week, N.M. Rothschild & Sons Ltd. quit the base metals business= + and ScotiaMocatta - the metals trading arm of the Bank of Nova Scotia (T.B= +NS) - removed itself from open-outcry ring trade at the LME. Earlier this m= +onth, Enron Metals said it would cut staff by 10%-20% in Europe, and all th= +ese moves follow Mitsui Bussan Commodities Ltd. ditching its market-making = +activities in the metals business earlier this year.=20 +Who's next?=20 +""It could be anyone,"" is the refrain from nearly all market participants su= +rveyed.=20 +-By Mark Long, Dow Jones Newswires; +44 (0)20 7842 9356; mark.long@dowjones= +.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +HC to hear DPC's plea + +10/19/2001 +The Times of India +Copyright (C) 2001 The Times of India; Source: World Reporter (TM) + +MUMBAI: The Bombay high court will, on December 11, begin hearing a petitio= +n filed by Enron-promoted Dhabol Power Company (DPC), challenging the juris= +diction of the Maharashtra Electricity Regulatory Commission (MERC) to adju= +dicate the US-based multinational's dispute with Maharashtra State Electric= +ity Board (MSEB).=20 +A division bench headed by Justice Ajit Shah decided to hear the matter at = +a stretch for a week beginning from December 11. The court permitted MERC m= +embers P. Subrahmanyam and Venkat Chary to be impleaded as respondents. The= +y have been asked to file affidavits by November 9. +The multinational power giant had levelled certain allegations of bias agai= +nst an MERC member Jayant Deo. Mr Deo urged the court that he would like to= + recluse himself from the proceedings.=20 +DPC was allowed to amend its main petition in view of the allegations level= +led against Mr Deo and were asked to amend it within week.=20 +In his affidavit replying to allegations of bias by the DPC, Mr Deo said he= + was neutral in his stand as a MERC member.=20 +The court has made it clear that when the hearing in the case commences, tw= +o intervening parties, US Exim Bank and a consortium of 11 offshore lenders= + of DPC would not be allowed to make any pleadings. The court, however, sai= +d they would be permitted to assist the court by making oral submissions. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 +" +"arnold-j/deleted_items/407.","Message-ID: <15513330.1075852702183.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 13:34:34 -0700 (PDT) +From: eric.scott@enron.com +To: john.arnold@enron.com +Subject: Shuttlesworth +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Scott, Eric +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Greg Shuttlesworth +212 686 6808" +"arnold-j/deleted_items/408.","Message-ID: <14617073.1075852702206.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 13:44:09 -0700 (PDT) +From: adrianne.engler@enron.com +To: m..presto@enron.com, mike.grigsby@enron.com, doug.gilbert-smith@enron.com, + john.arnold@enron.com, frank.ermis@enron.com, m..forney@enron.com, + dana.davis@enron.com +Subject: Reminder - Phone Interviews +Cc: karen.buckley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: karen.buckley@enron.com +X-From: Engler, Adrianne +X-To: Presto, Kevin M. , Grigsby, Mike , Gilbert-smith, Doug , Arnold, John , Ermis, Frank , Forney, John M. , Davis, Mark Dana +X-cc: Buckley, Karen +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +All - + +Please wrap up the phone interviews ASAP. + +If you are having trouble getting a hold of anyone, please let me know so that I may try to reach them. + +Please call me if you have any questions. + +Thank you, + +Adrianne +x57302" +"arnold-j/deleted_items/409.","Message-ID: <17152504.1075852702230.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 14:30:28 -0700 (PDT) +From: adrianne.engler@enron.com +To: john.arnold@enron.com, frank.ermis@enron.com, m..forney@enron.com, + dana.davis@enron.com, doug.gilbert-smith@enron.com +Subject: Phone Interview Results +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Engler, Adrianne +X-To: Arnold, John , Ermis, Frank , Forney, John M. , Davis, Dana , Gilbert-smith, Doug +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Good Afternoon! + +Please send me the results of your phone interviews. + +I need to begin to contact these candidates to arrange their transportation to Houston. + +Please e-mail a yes or no for your candidates. + +John Arnold - Michael Scarlata/Donald Timpanaro/Jeffrey Zaun +John Forney/Frank Ermis - Brandon Cochran/Ruben Lorenzo/Nicholas Watson +Dana Davis - Carl Zavaretti/Sam Zhou/Yvan Go +Doug Gilbert-Smith - Augustin Leon/Brian McNamara/Zoya Raynes + +Thank you!!! + +Adrianne +x57302 + " +"arnold-j/deleted_items/41.","Message-ID: <27015733.1075852689524.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 07:32:53 -0700 (PDT) +From: webmaster@newsletter.ussoccer.com +To: allolduserstext@newsletter.ussoccer.com +Subject: Welcome to the new ussoccerfan.com! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""webmaster@newsletter.ussoccer.com"" +X-To: AllOldUsersText@newsletter.ussoccer.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +U.S. Soccer Fans, +We've added lots of new features to ussoccerfan.com as part of our +recent redesign of the U.S. Soccer online community. In order to take +advantage of these new offerings, please visit +http://www.ussoccerfan.com/ and update your user preferences using the +registration form. + +Here is an overview of some of the exciting new features: +* Wallpaper - Decorate your desktop with images from U.S. Soccer events. +Show off the pride you have in your National Teams. +* E-Postcards - ussoccerfan.com members can send e-postcards of the U.S. +National Teams to their friends and family. +* Special Promotions / Ticket Offers - As a member, you'll have +exclusive opportunities to buy tickets for select matches before they go +on sale to the general public and win prizes from us and our partners. +* Live Chat - This is the place where we give our fans the opportunity +to interact with their favorite U.S. Soccer personalities. +* Center Circle - Center Circle is U.S. Soccer's brand new monthly +e-zine giving fans a look at the personalities that make up your +National Teams. + +As a member, you'll have access to more information on your favorite +U.S. National Teams than ever before and if you sign up to our +ussoccerfan.com news subscriptions, the latest news will be delivered +directly to you via e-mail. With a click of your mouse, you can register +to receive regular updates and news regarding the national teams of your +choice. + +The following U.S. Soccer News Services are available for +ussoccerfan.com members to receive via e-mail: +* General News - Our weekly U.S. Soccer Wire overviews what has been +happening in and around U.S. Soccer and what to keep your eye out for in +the upcoming weeks. +* Open Cup News - Keep up-to-date on the latest happenings in U.S. +Soccer Federation's National Championship tournament. +* TV Announcements - We'll let you know when to ""Turn U.S. On"" for +national television broadcasts of the U.S. National Teams and other U.S. +Soccer events, including our affiliated leagues and partners. +* MNT News - Follow the Men's National Team with schedule announcements, +rosters, training camp notes and match reports. +* WNT News - Find out which players April Heinrichs has her eye on as +she prepares the Women's National Team to defend its Women's World Cup +title in China in 2003. +* YNT News - Catch a glimpse at the future stars of U.S. Soccer as they +work their way up the ranks with the Youth National Teams. +* State-Specific Announcements - Occasionally we'll have something +special to offer to fans who live in a specific part of the country. For +example, at last month's Nike U.S. Women's Cup match in Chicago, fans +from Illinois, Indiana, Wisconsin and Michigan had the opportunity to +win a ""Weekend with the Team"" from a Chicago radio station. + +All of the members will be contacted via e-mail when we have a +ussoccerfan.com feature to introduce - a guest being scheduled for a +Live Chat session, a special ticket offer, a promotion from one of our +partners, the latest issue of Center Circle - or any other special +opportunity that we don't want you to miss out on. + +You'll need to go to the http://www.ussoccerfan.com/ registration form +to update your preferences, reserve a chat alias, and let us know which +of the newsletters you'd like to receive. After your registration is +complete, you'll also gain access to the members-only areas of +ussoccerfan.com. + +Our ultimate goal is to bring fans together as part of our soccer +family, and to bring them closer to the teams and personalities they +love. We're always looking for feedback from our fans so feel free to +share your thoughts with us using the feedback form on the web site - +http://www.ussoccer.com/feedback/default.sps. + +Thank you for supporting U.S. Soccer! + +---------------------------------------------------------------------------- +To end your membership in ussoccerfan.com, please visit http://membership.ussoccer.com/member/unsubscribe.sps?msmid=1 and fill out an unsubscribe request. Thank you for supporting U.S. Soccer!" +"arnold-j/deleted_items/410.","Message-ID: <16021367.1075852702253.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 10:18:01 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: ng: z1,f2.g2,h2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +any thoughts?" +"arnold-j/deleted_items/411.","Message-ID: <30363955.1075852702279.JavaMail.evans@thyme> +Date: Thu, 18 Oct 2001 15:10:12 -0700 (PDT) +From: no.address@enron.com +Subject: UPDATE - Supported Internet Email Addresses +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Global Technology@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Earlier this week, Enron Global Technology announced the plan to decommission the use of all non-standard Internet Email address formats. As mentioned in the previous communication, this was the first of several communications to be sent by the Enron Global Technology group and we will continue to provide more details in the coming weeks regarding this significant but necessary change to our Email environment. + +We are working toward a cut-off date of January 14, 2002, at which time we will no longer support Email addresses that do not follow the standard format of firstname.lastname@enron.com (or firstname.middleinitial.lastname@enron.com if your name in Lotus Notes or Outlook has a middle initial in it). We understand that it will take time to make the necessary arrangements to begin using the standard Email address format, but it is important to begin making the change now. + +If you have questions, please send an Email to Enron.Messaging.Administration@enron.com. + +Thank you for your support. + +Enron Global Technology + + + +-----Original Message----- +From: Enron Announcements/Corp/Enron@ENRON on behalf of Enron Messaging Administration +Sent: Mon 10/15/2001 9:15 PM +To: All Enron Worldwide@ENRON +Cc: +Subject: Supported Internet Email Addresses + + + +Enron Global Technology is in the process of decommissioning the support for all non-standard Internet Email address formats. The only Internet Email address format that will be supported, once this effort is completed, is firstname.lastname@enron.com. We will no longer support Internet Email address formats such as name@enron.com, name@ect.enron.com, name@ei.enron.com (where ""name"" is an abbreviation, acronym or alternative to an employees firstname and/or lastname). Every Enron employee has an Internet Email address of firstname.lastname@enron.com and must begin making the necessary arrangements to start using this Internet address format if they are not using it already. + +Any new/existing application systems or business cards that reference a non-supported Internet Email address will need to be changed to reference the only supported firstname.lastname@enron.com Internet address format. It is important to remember to also notify any external contacts who are currently sending Internet email to any non-supported Internet Email addresses. + +To determine what your supported Internet Email address is, take your name as it appears in Outlook or Lotus Notes and replace any ""spaces"" that appear in your name with periods and append @enron.com. For example in Outlook, Alan Smith, Robert (firstname = Robert, Lastname = Alan Smith) will have a supported Internet Email address of robert.alan.smith@enron.com. + +IMPORTANT : If you need to update your business card(s) to reflect your supported Internet Email address, please ensure you test & confirm the delivery of Internet email to your supported email address prior to updating your business cards. If you experience any issues with delivery of Internet email to your supported Internet email address, please contact the Resolution Center. + +We will communicate further details, including the cut-off date, in the coming weeks. Meanwhile, it is imperative that you begin making the necessary arrangements to change over to using the firstname.lastname@enron.com Internet Email address format. If you have questions regarding this email, send an Email to enron.messaging.administration@enron.com. + +Thank you for participation, cooperation and support. + +Enron Messaging Administration" +"arnold-j/deleted_items/412.","Message-ID: <31206348.1075852702316.JavaMail.evans@thyme> +Date: Wed, 17 Oct 2001 10:12:02 -0700 (PDT) +From: adrianne.engler@enron.com +To: k..allen@enron.com, john.arnold@enron.com, harry.arora@enron.com, + robert.benson@enron.com, f..brawner@enron.com, mike.carson@enron.com, + martin.cuilla@enron.com, dana.davis@enron.com, frank.ermis@enron.com, + m..forney@enron.com, doug.gilbert-smith@enron.com, + mike.grigsby@enron.com, keith.holst@enron.com, jeff.king@enron.com, + h..lewis@enron.com, mike.maggi@enron.com, a..martin@enron.com, + larry.may@enron.com, brad.mckay@enron.com, jonathan.mckay@enron.com, + scott.neal@enron.com, m..presto@enron.com, jim.schwieger@enron.com, + s..shively@enron.com, geoff.storey@enron.com, j..sturm@enron.com, + john.suarez@enron.com, andy.zipper@enron.com +Subject: ENA Trading Track - Interviews November +Cc: alexandra.villarreal@enron.com, jae.black@enron.com, ina.rangel@enron.com, + kimberly.bates@enron.com, kimberly.hillis@enron.com, + john.lavorato@enron.com, louise.kitchen@enron.com, + karen.buckley@enron.com, felicia.solis@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: alexandra.villarreal@enron.com, jae.black@enron.com, ina.rangel@enron.com, + kimberly.bates@enron.com, kimberly.hillis@enron.com, + john.lavorato@enron.com, louise.kitchen@enron.com, + karen.buckley@enron.com, felicia.solis@enron.com +X-From: Engler, Adrianne +X-To: Allen, Phillip K. , Arnold, John , Arora, Harry , Benson, Robert , Brawner, Sandra F. , Carson, Mike , Cuilla, Martin , Davis, Mark Dana , Ermis, Frank , Forney, John M. , Gilbert-smith, Doug , Grigsby, Mike , Holst, Keith , King, Jeff , Lewis, Andrew H. , Maggi, Mike , Martin, Thomas A. , May, Larry , Mckay, Brad , Mckay, Jonathan , Neal, Scott , Presto, Kevin M. , Schwieger, Jim , Shively, Hunter S. , Storey, Geoff , Sturm, Fletcher J. , Suarez, John , Zipper, Andy +X-cc: Villarreal, Alexandra , Black, Tamara Jae , Rangel, Ina , Bates, Kimberly , Hillis, Kimberly , Lavorato, John , Kitchen, Louise , Buckley, Karen , Solis, Felicia +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +All - + +The below interviews have been rescheduled from Monday, October 29 to Thursday, November 1 in the afternoon (2:00 pm onward). + +Please mark your calendars accordingly. + +Let me know if you have any questions. + +Kind regards, + +Adrianne +x57302" +"arnold-j/deleted_items/413.","Message-ID: <29325748.1075852702339.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 14:58:28 -0700 (PDT) +From: jeanie.slone@enron.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Slone, Jeanie +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +hey stupid-it is almost yr-end. please do your mid-year reviews or i'm never going to squeeze limes for you again. + + i can't believe i've been reduced to pathetic begging and empty threats. you're killing me." +"arnold-j/deleted_items/414.","Message-ID: <30350699.1075852702362.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 13:39:48 -0700 (PDT) +From: ding.yuan@enron.com +To: john.arnold@enron.com +Subject: Trader Performance Report +Cc: frank.hayden@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: frank.hayden@enron.com +X-From: Yuan, Ding +X-To: Arnold, John +X-cc: Hayden, Frank +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John: + +Attached please find the September MTD, YTD Trader Performance Report for your desk. The ranking was against the whole north America natural gas trader pool. + +If you have any questions, please call Frank Hayden or me. + +Thanks, + " +"arnold-j/deleted_items/415.","Message-ID: <9738823.1075852702385.JavaMail.evans@thyme> +Date: Thu, 11 Oct 2001 23:26:26 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 8 +" +"arnold-j/deleted_items/417.","Message-ID: <31126620.1075852702431.JavaMail.evans@thyme> +Date: Wed, 10 Oct 2001 23:23:23 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 7 +" +"arnold-j/deleted_items/418.","Message-ID: <31521621.1075852702459.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 07:00:30 -0700 (PDT) +From: adrianne.engler@enron.com +To: scott.neal@enron.com, m..presto@enron.com, frank.ermis@enron.com, + m..forney@enron.com, s..shively@enron.com, j..sturm@enron.com, + doug.gilbert-smith@enron.com, k..allen@enron.com, + harry.arora@enron.com, john.arnold@enron.com, h..lewis@enron.com, + dana.davis@enron.com +Subject: RE: Telephone Interviews: Trading Track +Cc: john.lavorato@enron.com, karen.buckley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, karen.buckley@enron.com +X-From: Engler, Adrianne +X-To: Neal, Scott , Presto, Kevin M. , Ermis, Frank , Forney, John M. , Shively, Hunter S. , Sturm, Fletcher J. , Gilbert-smith, Doug , Allen, Phillip K. , Arora, Harry , Arnold, John , Lewis, Andrew H. , Davis, Mark Dana +X-cc: Lavorato, John , Buckley, Karen +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +All - + +Thank you for your participation in the phone screen process. + +As all the screens should be completed by tomorrow evening, please let me know if you are having any difficulties I might assist you with. + +Please e-mail Karen or me with feedback as to whether or not you think the candidates you screened should be brought in for an interview. + +Thanks, + +Adrianne +x57302 + -----Original Message----- +From: Buckley, Karen +Sent: Wednesday, October 10, 2001 2:53 PM +To: Neal, Scott; Presto, Kevin M.; Ermis, Frank; Forney, John M.; Shively, Hunter S.; Sturm, Fletcher J.; Gilbert-smith, Doug; Allen, Phillip K.; Arora, Harry; Arnold, John; Lewis, Andrew H.; Davis, Mark Dana +Cc: Lavorato, John; Engler, Adrianne +Subject: Telephone Interviews: Trading Track + +Guys, + +You have been selected to complete the telephone screening of external candidates for second and final round. Each candidate will be screened by two traders to ensure agreement on quality of candidates. (these resumes have already been selected from c. 200 resumes by some of the ENA Traders). + +As in the previous Trading Track recruiting event, you will be given a few days to complete this. The candidates will be expecting your call, there is no set interview time therefore allowing you flexibility to call in the evening from home if necessary. Resumes, telephone numbers etc will reach your desk tomorrow morning. All phone screens to be completed by Tuesday pm: 16th October. + +Any questions please call myself or Adrianne Engler. + +Thanks, + + Karen. +x54667" +"arnold-j/deleted_items/419.","Message-ID: <26526946.1075852702483.JavaMail.evans@thyme> +Date: Mon, 15 Oct 2001 23:18:52 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Henry H Quigley +Report Name: Quigley 100301 +Days In Mgr. Queue: 12 +" +"arnold-j/deleted_items/42.","Message-ID: <28417693.1075852689549.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 13:22:38 -0700 (PDT) +From: kirk.mcdaniel@enron.com +Subject: SME Meetings Status +Cc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: tim.o'rourke@enron.com, yevgeny.frolov@enron.com +X-From: McDaniel, Kirk +X-To: SME@ENRON +X-cc: O'rourke, Tim , Frolov, Yevgeny +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Team +We are doing much better with interviews (See below). Thanks & keep up the good work. Please complete assignments on time. In addition, we need each SME as a minimum to allot 4 hours a week towards this project, which will significantly increase the potential for the end product to ""Exceed the Mark & Expectations."" + +Quote for this week: ""One should always bloom, where one is planted."" + +Have a great weekend and I hope to see all of you on the Oct 24th Boat Ride. + +Thanks for your great efforts thus far. + +Cheers +Kirk +---------------------- Forwarded by Kirk McDaniel/HOU/EES on 10/05/2001 03:04 PM --------------------------- + + +laura.a.de.la.torre@accenture.com on 10/05/2001 10:37:27 AM +To: kmcdani@enron.com +cc: monica.l.brown@accenture.com +Subject: SME Meetings + + + Meetings Completed Future Meetings Scheduled +Phillip Allen 8 2 + +John Arnold* 0 0 + +Dutch Quigley 5 0 + +Berney Aucoin 5 1 + +Andy Lewis* 3 1 + +Ed McMichael 8 1 + +Mark Reese 6 2 + +Jeff Gossett 1 0 + +*John will engage once content is being produced. +*Andy did not show up for his 10/4 mtg. so he did not learn how to use the +electronic content workbook for the Knowledge System + +Hours By Week +Name 8/27-9/4 9/5-9/7 9/10-9/14 9/17-9/21 9/24-9/28 10/1-10/5 Total + +Phillip Allen 0 2 4 1 4 3 14 + +John Arnold 0 0 0 0 0 0 0 + +Dutch Quigley 0 0 2 2 2 4 10 + +Berney Aucion 0 0 2 2 1 2 7 + +Andy Lewis 0 2 2 2 0 0 6 + +Ed McMichael 2 0 0 4 4 4 14 + +Mark Reese 0 0 2 2 3 3 10 + + + + +Laura de la Torre +Accenture +Resources +Houston, Texas +Direct Dial 713.837.2133 +Octel 83 / 72133 + + +This message is for the designated recipient only and may contain +privileged or confidential information. If you have received it in error, +please notify the sender immediately and delete the original. Any other +use of the email by you is prohibited. + +" +"arnold-j/deleted_items/420.","Message-ID: <650736.1075852702506.JavaMail.evans@thyme> +Date: Fri, 12 Oct 2001 09:11:00 -0700 (PDT) +From: margaret.allen@enron.com +To: john.arnold@enron.com +Subject: NYMEX +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Allen, Margaret +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hey hon- + +I'm gonna be in NY on Oct 29- Nov 2. Can you get us into NYMEX to take pictures? Let me know if I can do anything to help facilitate it. THANK YOU!!!!! + +What's up with you this weekend? I'm meeting my sister for drinks right after work. MSA" +"arnold-j/deleted_items/421.","Message-ID: <31730607.1075852702532.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 20:28:00 -0700 (PDT) +From: no.address@enron.com +Subject: To: All Domestic Employees who Participate in the Enron Corp + Savings Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Corporate Benefits@ENRON +X-To: All Enron Employees United States Group@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +October 26 is fast approaching! + +Mark your calendar-- + as the Enron Corp. Savings Plan moves to a new administrator! + +As a Savings Plan Participant, Friday, October 26 at 3:00pm CST will be your last day to: + +? Transfer Investment Fund Balances and make Contribution Allocation Changes +? Change your Contribution Rate for the November 15th payroll deductions +? Enroll if you were hired before October 1 + +TWO important reminders: + +? Vanguard Lifestrategy investment options are being replaced with Fidelity Freedom funds and; +? Your funds will remain invested in the funds chosen as of 3:00pm CST until 8:00 am November 20. + +At 8:00 am CST, November 20 the Savings Plan system re-opens with great new features. + +Should you need assistance during the transition period, call ext. 3-7979 and press Option 6. This option will be available from 8:00am CST October 29 until 5:00pm CST November 19. + +Enron Benefits... keeping pace with your lifestyle. + + +" +"arnold-j/deleted_items/422.","Message-ID: <15732987.1075852702565.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 05:02:56 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/23 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude23.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas23.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil23.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded23.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG23.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG23.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL23.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/423.","Message-ID: <15395825.1075852702588.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 22:09:19 -0700 (PDT) +From: newsletter@winecommune.com +To: jarnold@enron.com +Subject: WineCommune Fee Update +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: newsletter@winecommune.com (WineCommune Newsletter)@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +October 22, 2001 + +Dear WineCommune Member, + +The WineCommune community has grown over the past three years from an informal message board for buying and selling wine, to an impressive worldwide exchange with a user base of over 10,000 members. Since 1999, we have been proud to offer you free membership and no-cost usership. WineCommune now has the second largest membership base and it is the third largest Internet wine auction company by volume. We have built a business that is secure and reputable, with a client base of loyal users whose participation and feedback have helped us become what we are today. + +We want to go further and provide you with an even better place on the Internet to buy and sell wine. We want to add more features, make the site faster, and make it more secure. In order to do that, however, we have to begin charging a modest commission. Beginning with lots posted on Monday, November 5, 2001, sellers will be charged a 3% commission for all successful auctions. Bidding and buying will remain free - fees only apply to the seller. The new fees are the lowest in the wine auction industry - online or offline. Other wine auctions charge as much as 12% to the buyer AND 12% to the seller. + +What are we going to do with the commission? Over the next several months look for the following new services: + +1. Increased advertising to attract new members +2. Enhanced customer service +3. Platinum Seller Program - a way to reward sellers with proven track records +4. Greater protection for buyers +5. New ways to buy and sell + +We believe the new charge to sellers is competitive and fair, and hope you agree. With this change, we are committed to providing you with the fastest and easiest method for selling and buying wine. Please continue to provide us with comments and suggestions on ways of enhancing our service. We value your membership and are grateful for your continued patronage and support. Thank you for helping us make WineCommune the #1 wine auction community. + +If you have any questions, do not hesitate to contact us at contact@winecommune.com. + +The WineCommune Staff +" +"arnold-j/deleted_items/424.","Message-ID: <19408894.1075852702611.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 05:19:17 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-23-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-23-01 Nat Gas.doc " +"arnold-j/deleted_items/425.","Message-ID: <22661530.1075852702634.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 08:29:45 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas intraday update for 10-23-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find a follow up to today's Natural Gas market analysis. + +Thanks, + +Bob McKinney + + - 10-23-01 Nat Gas intraday update.doc " +"arnold-j/deleted_items/426.","Message-ID: <29547969.1075852702660.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 08:21:06 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: (01-349) CORRECTED: Unleaded Gasoline, Heating Oil, and Natural Gas + Options Expiration Operational Procedures +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +PLEASE NOTE SPECIAL HOURS + + +Notice No. 01-349 +October 23, 2001 + + + +TO: All NYMEX Members/Member Firms + All NYMEX Clearing Members + All NYMEX Floor Traders + All NYMEX Operations Managers + +FROM: George Henderson, Vice President + +RE: CORRECTED: Options Expiration Operational Procedures for the +Trading Floor and Clearing Members - Revised Hours +________________________________________________________________ + +The expiration date for the November 2001 options contract for Unleaded +Gasoline (GOX1), Heating Oil (OHX1) and Natural Gas (ONX1) is Friday, +October 26, 2001. + + +GENERAL OPERATIONAL PROCEDURES + +All Clearing Members and Qualified Floor Traders that carried an options +position as of the close of business day prior to the expiration day, or +engaged in trading activity on Expiration Day in the expiring options +contract will be required to have a knowledgeable, duly authorized +representative present at their normal work station promptly at 4:40 p.m. +until released by the Exchange staff as specified below. All adjustments +and/or corrections, must be accompanied by relevant supporting +documentation +prior to being incorporated into expiration processing, in essence making +the expiration processing an extension of the afternoon trade resolution +procedures. All input to the NYMEX Clearing Department will conclude no +later than 30 minutes after floor representatives are released. + +Exchange Clearing (299-2110), Floor Trade Processing (299-2068 and +299-2169) +personnel, as well as a representative of the Floor Committee will be +available to assist with the processing of notices of Exercise and +Abandonment, position transfers, trade corrections and other questions or +problems you may have. + + + +CLEARING DEPARTMENT OPERATIONAL PROCEDURES + +The Option Expiration process is a screen based process for which all +information is provided on the screens on C21 terminals. No Option +Expiration Reports will be provided. The following screens will assist you +through the Option Expiration process: + +MEMBER TRADE INQUIRY +Contains real-time top day trade information, trade information for the +previous 4 business days and trade=s adjusted for the previous 4 business +days by adjustment date. + +SINGLE POSITION MAINTENANCE +Contains a real-time snapshot for each option series from the start of day +position to the projected end of day position. + +REVIEW ACCEPT REJECT TRANSFERS +Contains all trade and position transfers TO your firm and the status of +each transfer. + +REVIEW SUBMITTED TRANSFERS +Contains all trade and position transfer FROM your firm and the status of +each transfer. + +EXERCISE NOTICE SUBMISSION +Contains your available long position and an input field to enter the +number +of long positions you wish to exercise. + +DO NOT EXERCISE SUBMISSION +Contains your available long position and an input field to enter the +number +of long positions you wish to abandon. + +POSITION CHANGE SUBMISSION +PCS may be submitted either by manual input or by electronic transmission. +Any PCS input on a Clearing 21 terminal will be the input processed by the +system. This input may be made at any time prior to 5:55 p.m. Any PCS +input via transmission for that contract series will be disregarded. + +ALL POSITIONS ARE DEEMED FINAL +Upon completion of all PCS input, all positions will be deemed final. + +EXERCISE/ASSIGNMENT INFORMATION +Will be available to you on the Single Position Maintenance window by +contract series or the Assignment List window which contains all your +Assignments on one window. You will be notified of its availability by C21 +E-Mail and by Fast Facts. This should occur within 1 hour of the last PCS +input. + +All Clearing Members are required to have an authorized representative(s) +at +their C21 workstations in preparation for any communication during the +expiration process. + +FAST FACTS +Clearing Members should call the Fast Facts information service 301-4871, +access code 700 for event messages advising Members of the event status. + +E-MAIL +Clearing Members should read their C21 E-Mail messages immediately to be +aware of event status. + +The standard event Fast Facts and/or E-Mail messages and the sequence in +which they will be announced are: + +STANDARD EVENT APPROXIMATE TIME USUAL FAST +FACTS(F) + MESSAGES OF MESSAGE EVENT TIME +E-MAIL (E) + AVAILABILITY +BOTH (B) + +Announce Out-of-the 4:45PM 4:45PM F +Money Exercise and In-the-Money +Do Not Exercise Submissions + +Announce Final Input to C21 5:40PM 5:55PM E +Cutoff Time + +All positions are deemed final 7:00PM 7:00PM F + +Announce Exercise/Assignment 7:30PM 7:30PM B +Information Available on the Single +Position Maintenance Windows + +All Report Distribution is 10:00PM 10:00PM F +completed + +The times appearing in the Usual Event Time column are based on normal +operational conditions and could vary. + +If you have any questions concerning these procedures, please contact +Anthony Di Benedetto at 299-2152 or John Ramos at 299-2142 prior to the +expiration date. + + <> + + +(See attached file: EXPFORMSPEC.XLS) + + - EXPFORMSPEC.XLS " +"arnold-j/deleted_items/427.","Message-ID: <7123715.1075852702684.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 07:20:33 -0700 (PDT) +From: feedback@intcx.com +To: iceuserslist@list.intcx.com +Subject: New Power Products +Cc: sales@intcx.com, icehelpdesk@intcx.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +Bcc: sales@intcx.com, icehelpdesk@intcx.com +X-From: IntercontinentalExchange +X-To: iceuserslist@list.intcx.com +X-cc: sales@intcx.com, icehelpdesk@intcx.com +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +New Power Products on ICE!! + +On Friday, October 26 IntercontinentalExchange will launch Hourly Power as = +well as 2nd, 3rd, 4th Week strips. The Hourly Power will be offered for al= +l the West Power hubs and for PJM in the East. These new markets will have= + to be manually added to portfolios. The 2nd, 3rd, 4th Week strips will be= + available for all Power hubs currently available on the Exchange and will = +be automatically added to portfolios containing the Next Day strip for a pa= +rticular hub. + +Credit must be set under the Financial Power credit filter for the PJM Hour= +ly and under the Power credit filter for the West Hourly markets. Hourly P= +ower markets can be arranged in chronological order in the Portfolio Editor= + window. Please call your ICE representative if assistance is needed. + +Any other questions or concerns should be directed to our 24 hour Help Desk= + at 770-738-2101. + + + + + + + + = + = + = + = + = + = + = + = + = + = + = + = + = + =20 + + + + = + = + = + = + = + = + = + = + = + = + = + = + = + " +"arnold-j/deleted_items/428.","Message-ID: <6066785.1075852702741.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 07:12:38 -0700 (PDT) +From: adrianne.engler@enron.com +To: john.arnold@enron.com +Subject: ENA External Interviews +Cc: karen.buckley@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: karen.buckley@enron.com +X-From: Engler, Adrianne +X-To: Arnold, John +X-cc: Buckley, Karen +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Good Morning John - + +Below is the result of Harry Aurora's conversations with the candidates... + +Please respond if you agree/disagree or other comments.... + +Michael Scarlata - MAYBE + +Donald Timpanaro - NO + +Jeffrey Zaun - YES + +Thank you, + +Adrianne +x57302" +"arnold-j/deleted_items/429.","Message-ID: <26101630.1075852702765.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 07:02:02 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: option candlesticks as a hot link 10/23 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + +Option Candlesticks +http://www.carrfut.com/research/Energy1/candlesticks.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/43.","Message-ID: <2382435.1075852689577.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 12:54:20 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,113.61[I= +MAGE]52.730.58% NASDAQ1,600.00[IMAGE]2.690.16% S?5001,070.31[IMAGE]0.690.06= +% 30 Yr53.15[IMAGE]0.120.22% Russell415.02[IMAGE]2.02-0.48%- - - - - MORE = +[IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] [IM= +AGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/05 Average Wo= +rkweek 10/05 Hourly Earnings 10/05 Unemployment Rate 10/05 Consumer Credit = +10/10 Wholesale Inventories - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAG= +E]Qcharts =09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 Achievements is largely the prod= +uct of steadily raising one?s levels of aspiration and expectation.: Jack N= +icklaus =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/05/2001 15:52 = +ET Symbol Last Change % Chg [IMAGE] DKEY4.32[IMAGE]1.0833.33%[IMAGE] INM= +T3.58[IMAGE]0.7024.30%[IMAGE] DRVR1.25[IMAGE]0.2525.00%[IMAGE] REGI1.60[IMA= +GE]0.3528.00%[IMAGE] LSPN1.57[IMAGE]0.2720.76%[IMAGE] MCTR1.56[IMAGE]0.2519= +.08%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. oth= +erwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of the = +Day! Q. Ron Schulz asks: ""Could you tell me about candlesticking?""Candlest= +ick charting was originally developed in Japan, only recently gaining popul= +arity........ MORE [IMAGE] Do you have a financial question? Ask our edito= +r - - - - - VIEW Archive [IMAGE] [IMAGE] [IMAGE]=09 =09=09=09=09[IMA= +GE] [IMAGE] Market Outlook Stocks like White Elephants By:Adam Mar= +tin As we start the last hour of trading, stocks are back in the green and= + rising as traders seem to have shifted to a bargain hunting mode heading i= +nto the weekend in spite of some bad news which has dominated the session. = + After yesterday's closing bell, Gateway announced revised third quarter ex= +pectations that were far short of Wall Street estimates, blaming a falloff = +in demand after the Sept. 11th terrorist attack. Combined with some downgr= +ades in various tech sectors, that is sapping the enthusiasm we saw yesterd= +ay for tech stocks. Reports of weak earnings and layoffs at Sun Microsyste= +ms from their conference call this morning are adding to the air of gloom a= +nd doom of today's session. But foremost on traders' minds today is the un= +employment rate announced at 5:30 Eastern Time. It held steady at 4.9% ins= +tead of creeping up to 5% as was expected, but that number, does not reflec= +t the full impact of nearly 200,000 layoffs last month, and analysts feel t= +he truth is much worse than the number indicates. Nonetheless, the indexes= + are rising, and analysts speculate that this could be due to a growing con= +fidence among traders that the economy is in good hands and on the road to = +recovery. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAG= +E]=09 + + + =09 [IMAGE] Today's Feature - Friday The Wisdom of Don Carnage C= +arnage on the real price of petty theft, roller coasters, and self help aut= +hors, help thyselves! [IMAGE] [IMAGE]=09 =09 [IMAGE] Stocks to Wat= +ch Cablevision cuts 2001 earnings outlook Cable television operator and= + sports team owner Cablevision Systems Corp. (NYSE:CVC) cut its 2001 earnin= +gs expectations on Friday, citing lower advertising revenue following the S= +ept. 11 attacks. Xerox changes main accountants as probe continues Office= + equipment company Xerox Corp. (NYSE:XRX), under investigation for alleged = +accounting irregularities stemming from its Mexican operations, said on Fri= +day it has replaced KPMG LLP with PricerwaterhouseCoopers LLP as its princi= +pal independent accounting firm. Agere repays $1 bln debt, amends credit f= +acility Agere Systems Inc. (NYSE:AGR.A), a maker of semiconductors and op= +tical components, said on Friday that it paid back $1 billion of the $2.5 b= +illion of debt it took on. GE, Viacom still interested in Telemundo NBC = +and Viacom Inc. (NYSE:VIA) are both still interested in acquiring Spanish-l= +anguage television company Telemundo Communications Group Inc., although no= +t at the $3 billion-plus price tag being sought by its principal owners, th= +e Wall Street Journal said in its online edition on Friday. Sun lowers reve= +nue outlook, expects wider loss Sun Microsystems Inc. (NASDAQ:SUNW) warned= + on Friday that it expects to have an operating loss of 5 cents to 7 cents = +a share in its fiscal first quarter ended Sept. 30, wider than the Wall Str= +eet consensus, citing the weak economy and uncertainties related to the Sep= +t. 11 attacks. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[= +IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News DKEY News DATAKEY INC FILE= +S FORM SC 13D/A (*US:DKEY) EDGAR Online: 10/03/2001 11:47 ET Datakey CIP I= +Sign Approved as Fully Identrus(TM) Compliant PR Newswire: 10/03/2001 10:0= +3 ET Five Additional Firms Join Fargo Technology Alliance; Will Present Eff= +ective Smart Card Solutions At Second Fargo Technology Showcase Sunday, Sep= +tember 30 BusinessWire: 09/30/2001 08:16 ET - - - - - MORE [IMAGE] INMT = +News INTERMET to Webcast Third-Quarter 2001 Earnings Briefing PR Newswire:= + 10/02/2001 10:37 ET Intermet slashes third-quarter expectations Reuters: = +09/21/2001 15:22 ET INTERMET Third-Quarter Sales and Earnings Expectations = +Lower PR Newswire: 09/21/2001 15:00 ET - - - - - MORE [IMAGE] DRVR News = +Farmers Alliance Signs Three-Year Agreement to Use Innovative driversshield= +.com CRM Solution for Auto Collision Claims PR Newswire: 09/19/2001 11:39 = +ET Code Technologies Chooses Paradigm as Location Based Service Technology = +Provider BusinessWire: 09/04/2001 11:07 ET driversshield.com Announces Ter= +mination of Letter of Intent PR Newswire: 08/31/2001 17:35 ET - - - - - MO= +RE [IMAGE] REGI News Renaissance Worldwide Signs Definitive Agreement to = +be Acquired by Aquent and Terminates Management Buyout BusinessWire: 10/05= +/2001 09:30 ET RENAISSANCE WORLDWIDE INC FILES FORM PRER14A (NASDAQ:REGI) = +EDGAR Online: 08/29/2001 08:05 ET Renaissance Worldwide Announces Unsolicit= +ed Proposal BusinessWire: 08/28/2001 09:03 ET - - - - - MORE [IMAGE] LSPN= + News Email Marketing Leader, OnMercial.com, Adds New Clients to Growing R= +oster; New Features Enhance Permission-based Email Marketing Tools, Allow E= +mail Campaigns to be Managed On the Web BusinessWire: 09/28/2001 08:13 ET = +Lightspan Signs Multi-Year, Million Dollar Internet Subscription Contract W= +ith Texas School District PR Newswire: 09/27/2001 12:21 ET Lightspan Boost= +s Contract, Increases Presence in Key Urban Market PR Newswire: 09/17/2001= + 16:32 ET - - - - - MORE [IMAGE] MCTR News Mercator to Issue Third Quarte= +r Financial Results On October 30 BusinessWire: 10/05/2001 09:07 ET Mercat= +or Releases Integration Broker Version 6.0; Single, Enterprise-Level Integr= +ation Technology Platform for Web, EDI & Vertical Application Requirements = +Now Available BusinessWire: 10/03/2001 08:36 ET MERCATOR SOFTWARE INC FILE= +S FORM 8-K (*US:MCTR) EDGAR Online: 10/01/2001 15:59 ET - - - - - MORE [IM= +AGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/430.","Message-ID: <33020259.1075852702792.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 08:47:21 -0700 (PDT) +From: adrianne.engler@enron.com +To: john.arnold@enron.com +Subject: RE: ENA External Interviews +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Engler, Adrianne +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Thankyou! + +-----Original Message----- +From: Arnold, John +Sent: Tuesday, October 23, 2001 10:47 AM +To: Engler, Adrianne +Subject: RE: ENA External Interviews + + +I had yes to Zaun and no to the others + +-----Original Message----- +From: Engler, Adrianne +Sent: Tuesday, October 23, 2001 9:13 AM +To: Arnold, John +Cc: Buckley, Karen +Subject: ENA External Interviews + + +Good Morning John - + +Below is the result of Harry Aurora's conversations with the candidates... + +Please respond if you agree/disagree or other comments.... + +Michael Scarlata - MAYBE + +Donald Timpanaro - NO + +Jeffrey Zaun - YES + +Thank you, + +Adrianne +x57302" +"arnold-j/deleted_items/431.","Message-ID: <14745312.1075852702819.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 09:13:14 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,356.76[I= +MAGE]20.27-0.21% NASDAQ1,720.60[IMAGE]12.520.73% S?5001,089.98[IMAGE]0.080.= +00% 30 Yr53.77[IMAGE]0.240.44% Russell429.94[IMAGE]0.56-0.13%- - - - - MORE= + [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] [= +IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/24 Fed's Be= +ige Book 10/25 Durable Orders 10/25 Employment Cost Index 10/25 Initial Cla= +ims 10/25 Existing Home Sales - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IM= +AGE]Qcharts =09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 You know you?re right when the o= +ther side starts to shout.: I.A. O?Shaughnessy =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/23/2001 12:09 = +ET Symbol Last Change % Chg [IMAGE] ADTK5.25[IMAGE]1.9458.61%[IMAGE] AXY= +X4.52[IMAGE]1.4748.19%[IMAGE] VIFL4.38[IMAGE]0.9929.20%[IMAGE] GTTLB1.37[IM= +AGE]0.3028.03%[IMAGE] SHLR15.44[IMAGE]3.4428.66%[IMAGE] MCEL5.83[IMAGE]1.22= +26.46%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. o= +therwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of th= +e Day! Q. Joann Kozak asks, ""Is the price of an ADR and the underlying fore= +ign stock the same?""First let's talk a little bit about ADR's and their pur= +pose in the grand scheme of........ MORE [IMAGE] Do you have a financial q= +uestion? Ask our editor - - - - - VIEW Archive [IMAGE] [IMAGE] [IMAGE= +]=09 =09=09=09=09[IMAGE] [IMAGE] Market Outlook A Bull in a Mine F= +ield By:Adam Martin Stocks have leveled at this hour afer posting some ga= +ins in early trading as traders seem to have gotten past, for the moment, l= +ingering fears of bioterrorism and the ongoing military action. Techs are = +showing strength today, leading stocks on an upward rise. Traders like wha= +t they see this morning as earnings from the likes of Lucent and Daimler Ch= +rysler, while certainly not as strong as one might hope, at least offered n= +o surprises. Analysts feel that as long as earnings continue to come in no= + worse than predicted, meeting forecasts no matter how deeply cut, Wall Str= +eet could enjoy a continuation of yesterday's rally. Alan Greenspan's enco= +uraging comments about the economy and the buoyancy of American spirit are = +surely adding lift to the market as well. - - - - - MORE Breaking News [I= +MAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Tuesday [IMAGE] Wanna know what exper= +ts are saying about the most important stocks...yours? Get the latest ins= +ide info from Wall Street Analysts and people just like you who really *kno= +w* about your stocks. Click here to check out Raging Bull. [IMAGE] [IMA= +GE]=09 =09 [IMAGE] Stocks to Watch AT&T to Cut 2,400 Jobs AT&T Cor= +p. is cutting an additional 2,400 jobs, meaning the telecommunications gian= +t will have cut more than 8,000 jobs, or more than 6 percent of its work fo= +rce, this year, The Wall Street Journal reported Tuesday. Exxon Mobil quart= +erly earnings fall Exxon Mobil Corp. (NYSE:XOM), the No. 1 U.S. oil compan= +y, on Tuesday posted lower third-quarter earnings, with a downturn in deman= +d, as well as overproduction by the OPEC cartel, contributing to falling pr= +ices for crude oil. DaimlerChrysler Q3 profit beats expectations German au= +to giant DaimlerChrysler AG (NYSE:DCX) posted third quarter results on Tues= +day which clearly beat market expectations but said full year profit would = +be at the lower end of its forecast range. Lucent loss widens, takes $8 bln= + charge Telecommunications equipment maker Lucent Technologies Inc. (NYSE:= +LU) on Tuesday posted a fourth-quarter operating loss and took an $8 billio= +n charge as it restructured amid the gloomy telecom slowdown. Agere posts $= +3.4 billion quarterly loss Telecommunications component maker Agere System= +s Inc. (NYSE:AGR.A), on Tuesday posted a $3.4 billion net loss for the four= +th quarter as revenues collapsed and it took large charges, and it warned o= +f lower first-quarter revenues as well. - - - - - MORE Breaking News [IMAG= +E] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News ADTK News JDS Uniphase sig= +ns development deal with Adept Tech Reuters: 10/23/2001 09:05 ET Adept Tec= +hnology and JDS Uniphase Form Automation Alliance PR Newswire: 10/23/2001 = +08:33 ET Adept Technology Announces First-Quarter 2002 Earnings Conference = +Call Wednesday, October 24, 2001, at 5:00 p.m. ET / 2 p.m. PST BusinessWir= +e: 10/19/2001 12:08 ET - - - - - MORE [IMAGE] AXYX News Axonyx Compounds = +Provided to U.S. Army for Testing Against Sarin Gas and Other Agents Busin= +essWire: 10/23/2001 09:28 ET Axonyx Announces Completion of Treatment Segme= +nt of Phase II Alzheimer's Trial With Phenserine BusinessWire: 10/02/2001 = +09:20 ET Axonyx CEO to Present At the UBS Warburg Global Life Sciences Conf= +erence BusinessWire: 09/10/2001 14:22 ET - - - - - MORE [IMAGE] VIFL New= +s Food Technology Service, Inc. Reports Continued Profits BusinessWire: 1= +0/10/2001 13:08 ET FOOD TECHNOLOGY SERVICE INC FILES FORM 10QSB (*US:VIFL) = + EDGAR Online: 10/10/2001 11:55 ET Food Technology Service, Inc. Announces= + New President/CEO; Food Irradiation Movement Gains Support As Former Stat= +e Health Official Becomes CEO BusinessWire: 09/04/2001 09:30 ET - - - - - = +MORE [IMAGE] GTTLB News Group Telecom appoints new Chairman and provides = +fourth quarter update PR Newswire: 10/03/2001 19:32 ET Moody's may cut 17 = +telecoms, billions in debt Reuters: 10/03/2001 19:24 ET GT GROUP TELECOM I= +NC FILES FORM F-3/A (*US:GTTLB) EDGAR Online: 09/26/2001 17:04 ET - - - - = +- MORE [IMAGE] SHLR News UPDATE 1-D.R. Horton to buy Schuler for $653 mil= +lion Reuters: 10/23/2001 09:20 ET D.R. Horton to buy Schuler for $653 mill= +ion Reuters: 10/23/2001 09:01 ET D.R. Horton, Inc. and Schuler Homes, Inc.= + Announce $1.2 Billion Merger PR Newswire: 10/23/2001 08:47 ET - - - - - M= +ORE [IMAGE] MCEL News MILLENNIUM CELL INC FILES FORM POS AM (*US:MCEL) E= +DGAR Online: 10/12/2001 11:38 ET Millennium Cell to Demonstrate Fuel System= + With New Ballard ""Nexa"" Fuel Cell At Hydrogen Expo in Germany BusinessWir= +e: 09/27/2001 23:10 ET Millennium Cell Provides Ford With Prototype Hydroge= +n On Demand Fuel System for Evaluation BusinessWire: 09/17/2001 10:46 ET -= + - - - - MORE [IMAGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/432.","Message-ID: <24980680.1075852702936.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 09:30:29 -0700 (PDT) +From: reiscast__wave_two.um.a.1013.241@reis-reports.unitymail.net +To: reiscast__wave_two@reis-reports.unitymail.net +Subject: Metro Briefs +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Reis Client Services"" @ENRON +X-To: Reiscast Wave Two +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +[IMAGE]=20 +=09[IMAGE]=09[IMAGE]=09=09 +[IMAGE] =09[IMAGE] [IMAGE]=09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [= +IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] =09[IMAGE]=09 + +[IMAGE] +=09=09[IMAGE]=09=09=09 +=09=09[IMAGE]=09=09[IMAGE]=09 + [IMAGE] [IMAGE] =09[IMAGE]=09[IMAGE] [IMAGE] ReisCast October 23, 2001 = + Reis - America's Source for Real Estate Investing Welcome to ReisCas= +t, our weekly email newsletter. This week's edition highlights are: Met= +ro Briefs Now Underway -- Reis SE's Special Offer -- FREE MetroStats & Sub= +marketStats 2Q01 Reports! [IMAGE] [IMAGE] 1. Metro Briefs Still = +""King of the Hill - Top of the Heap"" - New York Apartment Market - Second Q= +uarter 2001 Just six months ago, a ""new gilded age"" was permeating New Yor= +k. According to Reis, as well as other market observers, the market was ch= +aracterized as having an all-time low unemployment rate, an expanding finan= +cial industry, and a vibrant, though volatile, ""Silicon Alley"". Now recove= +ring from the wounds left by the events of September 11, the city's busines= +s and political leaders are faced with the daunting task of revamping secur= +ity and rebuilding the city, including the reconstruction of its communicat= +ion and transportation infrastructure, office market, and more importantly,= + healing public confidence...Yet even now, New York's 128,000-unit apartmen= +t market continues to show tremendous staying power... To get the enti= +re market excerpt as well as an opportunity to buy the full Reis Observer r= +eport, go to http://www.reis.com/learning/insights_metro_spotlight1.cfm#o= +ne Midwest Heavyweight Keeps Swinging - Chicago Retail Market - Second= + Quarter 2001 Ducking the punches thrown by today's sluggish retailing env= +ironment, the city with broad shoulders is slugging it out with a tough, tw= +o-fisted challenger-consumer apprehension and economic recession. Already = +showing signs of wear, regional malls have been hit with a crippling combo = +of departures by JC Penney, Sears, Roebuck and Co., and Montgomery Ward. F= +ortunately, Chicago has been able to ""keep its dukes up"" thus far,...reposi= +tioning itself to survive by relying more on big-box, value-oriented retail= +ers and community and neighborhood shopping centers... To get the enti= +re market excerpt as well as an opportunity to buy the full Reis Observer r= +eport, http://www.reis.com/learning/insights_metro_spotlight1.cfm#two = + [IMAGE] 2. Now Underway -- Reis SE's Special Offer -- FREE MetroStat= +s & SubmarketStats 2Q01 Reports! Just a reminder ... you can still get FR= +EE MetroStats and SubmarketStats reports with market trends, per second qua= +rter 2001, for office and apartment markets in our 30 expansion metros. B= +ut remember, this offer is limited to Reis SE and corporate account users a= +nd expires with the release of our third quarter 2001 update in November. = +So don't delay....download your FREE MetroStats and SubmarketStats 2Q01 rep= +orts this week. Not a Reis SE subscriber or corporate account user yet? W= +hat are you waiting for? Reis SE is very affordably priced to custom-fit yo= +ur US metro needs--be that one market or one hundred! So call now for a Re= +is SE Demo at 1(800) 366-REIS, or email us at INFO@reis.com . As always= +, we welcome your comments and suggestions. www.reis.com [IMAGE] You a= +re receiving the email because you have subscribed to this list. If you wo= +uld like to remove yourself from this list, please click here and you will= + be removed immediately! Thank you! [IMAGE] [IMAGE] [IMAGE] [IMAGE] [I= +MAGE] ?2001 Reis, Inc. All rights reserved. =09[IMAGE]=09[IMAGE] [IMAG= +E] [IMAGE] =09 +" +"arnold-j/deleted_items/433.","Message-ID: <17240235.1075852703002.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 14:07:34 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: <> - Rangel +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following expense report is ready for approval: + +Employee Name: Ina R. Rangel +Status last changed by: Automated Administrator +Expense Report Name: Rangel +Report Total: $35,818.66 +Amount Due Employee: $35,818.66 + + +To approve this expense report, click on the following link for Concur Expense. +http://expensexms.enron.com" +"arnold-j/deleted_items/434.","Message-ID: <14123903.1075852703025.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 06:55:02 -0700 (PDT) +From: john.lavorato@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Lavorato, John +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +4-5 + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 22, 2001 7:12 AM +To: Lavorato, John +Subject: RE: + + +3-5 + +-----Original Message----- +From: Lavorato, John +Sent: Sunday, October 21, 2001 2:30 PM +To: Arnold, John +Subject: + + +DENVER -3 +ARIZ +2.5 +MINN +3.5 +PHILI +9 UNDER 41.5 TEASE + +ALL 150 + + " +"arnold-j/deleted_items/435.","Message-ID: <16393216.1075852703048.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 17:57:55 -0700 (PDT) +From: 6gc86@msn.com +To: qq1173@msn.com +Subject: Are you in debt? + [j9s72] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: 6gc86@msn.com@ENRON +X-To: qq1173@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Are you in debt? Having trouble paying it off? We can help! +We can consolidate your bills into just one monthly payment +and help achieve the following: + +- Save you a lot of money by eliminating late fees +- Settle your accounts for a substantially reduced amount +- Stop creditors calling you on the phone +- Help avoid bankruptcy +- And more! + +By first reducing, and then completely removing your debts, +you will be able to start fresh. Why keep dealing with the +stress, headaches, and wasted money, when you can +consolidate your debts and pay them off much sooner! To +obtain more information, with no obligations or costs, +please reply to this email, fill out the form below, and +return it to us. Your submission will be processed within +10 business days and you will be shortly contacted by one +of our informed staff. Thank you! + +Full Name : +Address : +City : +State : +Zip Code : +Home Phone : +Work Phone : +Best Time to Call : +E-Mail Address : +Estimated Debt Size : + + + +********** +If this e-mail arrived to you by error, or you wish to +never receive such advertisements from our company, +please reply to this e-mail with the word REMOVE in the +e-mail subject line. We apologize for any inconveniences + + + + + +6gc86" +"arnold-j/deleted_items/436.","Message-ID: <5350267.1075852703071.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 15:45:06 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/23/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/23/2001 is now available for viewing on the website." +"arnold-j/deleted_items/437.","Message-ID: <29621798.1075852703094.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 15:22:45 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/23/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/23/2001 is now available for viewing on the website." +"arnold-j/deleted_items/438.","Message-ID: <6460562.1075852703119.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 06:35:40 -0700 (PDT) +From: swl@winelibrary.com +To: jarnold@enron.com +Subject: Tons of new Parker 90+ Pointers!!!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Wine Library"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +To Place an order . . . +PLEASE CALL 973-376-0005 ask for Order Dept.www.winelibrary.com +or e-mail us at swl@winelibrary.com +1. #14146 - La Palazzola 1999 Rubino - $35.99 On Sale +93 Points - Robert Parker +A Wine Library Super Selection!!!!! - This is a tremendous effort, don't miss it! +""A cask-aged, unfined, unfiltered blend of 80% Cabernet Sauvignon and 20% Merlot. It exhibits a smoky, chocolatey bouquet with hints of cassis, tobacco, and toasty new oak. With superb definition, moderate tannin, excellent structure, and exceptional concentration as well as overall purtiy, this full-bodied, blockbuster effort can be drunk now or cellared for 10-12 years. There are approximately 1,000 cases of the Merlot and 2,000 cases of the Rubino""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +2. #16358 - Tommaso Bussola 1997 Amarone TB - $71.99 (Only $57.59 when you buy a case) +92 Points - Robert Parker +""The 1997 Amarone is a broad, expansive, muscular, dense, full-bodied, pure effort offering aromas and flavors of melted asphalt, black plums, cherries, and earth. This concentrated Amarone cuts a large swath across the palate. Drink it over the next 10-15 years.""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +3. #16411 - Collosorbo 1999 Laurus IGT - $22.99 (Only $18.39 when you buy a case) +92 Points - Robert Parker +""The 1999 Laurus, an intriguing, explosively scented and flavored blend of equal parts Sangiovese and Cabernet Sauvignon, aged in new oak, is a Tuscan fruit bomb. It possesses a deep purple color, dazzling levels of plum, black cherry, and currant fruit, and a voluptous, opulent, thick, rich personality. Drink it during its first 6-7 years to take advantage of its exuberance and lavishly fruited qualities.""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +4. #15936 - Falesco 1999 Montiano IGT - $39.99 On Sale +95 Points - Robert Parker +""The profound, dense ruby/purple-colored 1999 Montiano (2,500 cases of 100% Merlot aged in 100% new French oak, and bottled unfined and unfiltered) offers a smorgasbord of aromas,including melted chocolate, with terrific purity, a multilayered texture, and suprising freshness for a wine of such depth, it can be drunk young, or cellared for 10-15 years. For technicians who care about such things, it has a whopping 37 grams per liter of dry extract.""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +5. #11466 - Morgante 1999 Don Antonio - $28.99 (Only $23.19 when you buy a case) +92 Points - Robert Parker +""The finest wine I have ever tasted from the Nero d'Avola grape is Morgante's 1999 Don Antonio, a cuvee of 100% Nero d'Avola aged in 100% new French oak, and bottled without filtration. Maloactic fermentation was also done in barrel. This exquisite effort boasts and opaque purple/blue color as well as an extraordinary bouquet of creamy new oak intertwined with blackberry liqueur, flowers, and cassis. This ripe, full-bodied beauty possesses great intensity, explosive richness, and a finish that lasts for over 35 seconds. This is a revolutionary example from a varietal indigneous to Sicily. Moreover, it should drink well for a decade or more. Wow!""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +6. #16405 - Dry Creek 1999 Zinfandell Heritage Clone - $12.99 On Sale +90 Points - Robert Parker +""It boasts a dense purple color as well as a sweet nose of blackberries, licorice, pepper, and minerals. There is a terrific mid-palate, beautiful harmony, and well-integrated acidity, tannin, and oak. Drink this opulently-styled, pure, classic Zinfandel over the next 4-5 years.""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +7. #16237 - Dry Creek 1999 Zinfandel Old Vines - $15.99 On Sale +90 Points - Robert Parker +""The similarly-styled, opaque purple-colored 1999 Zinfandel Old Vines offers gorgeously sweet aromas of black cherries, raspberries, and currants. Multi-layered, powerful, and rich, with more muscle as well as structure than the Heritage Clone cuvee, it is a top flight, balanced, concentrated yet harmonious Zinfandel to enjoy over the next 4-6 years.""Have your own tasting notes? Post your own review of this wine on Wine Library.com! " +"arnold-j/deleted_items/439.","Message-ID: <532823.1075852703178.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 15:52:32 -0700 (PDT) +From: courtney.votaw@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Votaw, Courtney +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Cauley Geller Bowman & Coates, LLP Announces Class Action Lawsuit Against E= +nron Corp. on Behalf of Investors +PR Newswire- 10/23/01 + +Heading up --- Trade body to go ahead with conference in Qatar +The Toronto Star- 10/23/01 + +Inside Money +SEC INQUIRY OF ENRON RATTLES STOCK +Orlando Sentinel- 10/23/01 + +Enron Keeps Analysts Happy as Investors Flee: Call of the Day +Bloomberg- 10/23/01 + + +Enron Asks Citigroup for $750 Mln Loan, People Say (Update1) +Bloomberg- 10/23/01 + + +How Enron Blew It +Texas Monthly- November 2001 Edition + +Enron Fails to Smooth Things Over +TheStreet.com- 10/23/01 + +Stocks=20 +More Static For Enron=20 +Forbes.com- 10/23/01 + +AES Says Indian State Interfering In Ops, Complains To PM +Dow Jones International News- 10/23/01 + +U.S.-based AES Corp. complains about harassment from Indian state governmen= +t +Associated Press Newswires- 10/23/01 + + + +Cauley Geller Bowman & Coates, LLP Announces Class Action Lawsuit Against E= +nron Corp. on Behalf of Investors + +10/23/2001 +PR Newswire +(Copyright (c) 2001, PR Newswire) +LITTLE ROCK, Ark., Oct. 23 /PRNewswire/ -- The Law Firm of Cauley Geller Bo= +wman & Coates, LLP announced today that a class action has been filed in th= +e United States District Court for the Southern District of Texas, Houston = +Division on behalf of purchasers of Enron Corp. (""Enron"" or the ""Company"") = +(NYSE: ENE) common stock during the period between January 18, 2000 and Oct= +ober 17, 2001, inclusive (the ""Class Period""). A copy of the complaint file= +d in this action is available from the Court, or can be viewed on the firm'= +s website at http://www.classlawyer.com/pr/enron.pdf .=20 +The complaint charges that Enron and certain of its officers and directors = +violated Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, a= +nd Rule 10b-5 promulgated thereunder, by issuing a series of material misre= +presentations to the market between January 18, 2000 and October 17, 2001, = +thereby artificially inflating the price of Enron common stock. Specificall= +y, the complaint alleges that Enron issued a series of statements concernin= +g its business, financial results and operations which failed to disclose (= +i) that the Company's Broadband Services Division was experiencing declinin= +g demand for bandwidth and the Company's efforts to create a trading market= + for bandwidth were not meeting with success as many of the market particip= +ants were not creditworthy; (ii) that the Company's operating results were = +materially overstated as a result of the Company failing to timely write- d= +own the value of its investments with certain limited partnerships which we= +re managed by the Company's chief financial officer; and (iii) that Enron w= +as failing to write-down impaired assets on a timely basis in accordance wi= +th GAAP. On October 16, 2001, Enron surprised the market by announcing that= + the Company was taking non-recurring charges of $1.01 billion after-tax, o= +r ($1.11) loss per diluted share, in the third quarter of 2001, the period = +ending September 30, 2001. Subsequently, Enron revealed that a material por= +tion of the charge related to the unwinding of investments with certain lim= +ited partnerships which were controlled by Enron's chief financial officer = +and that the Company would be eliminating more than $1 billion in sharehold= +er equity as a result of its unwinding of the investments. As this news beg= +an to be assimilated by the market, the price of Enron common stock dropped= + significantly. During the Class Period, Enron insiders disposed of over $7= +3 million of their personally-held Enron common stock to unsuspecting inves= +tors. +If you bought Enron common stock between January 18, 2000 and October 17, 2= +001, inclusive, and you wish to serve as lead plaintiff, you must move the = +Court no later than December 21, 2001. If you are a member of this class, y= +ou can join this class action online at http://www.classlawyer.com/sign_up.= +html . Any member of the purported class may move the Court to serve as lea= +d plaintiff through Cauley Geller Bowman & Coates, LLP or other counsel of = +their choice, or may choose to do nothing and remain an absent class member= +.=20 +Cauley Geller Bowman & Coates, LLP has substantial experience representing = +investors in securities fraud class action lawsuits such as this. The firm = +has offices in Florida, Arkansas and California, but represents investors t= +hroughout the nation. If you have any questions about how you may be able t= +o recover for your losses, or if you would like to consider serving as one = +of the lead plaintiffs in this lawsuit, you are encouraged to call or e-mai= +l the Firm or visit the Firm's website at www.classlawyer.com . CAULEY GELL= +ER BOWMAN & COATES, LLP=20 +Investor Relations Department:=20 +Jackie Addison, Sue Null or Charlie Gastineau=20 +P.O. Box 25438=20 +Little Rock, AR 72221-5438=20 +Toll Free: 1-888-551-9944=20 +E-mail: info@classlawyer.com=20 +Contacts: (for media)=20 +Charlie Gastineau or Sue Null=20 +1-888-551-9944=20 +MAKE YOUR OPINION COUNT - Click Here=20 +http://tbutton.prnewswire.com/prn/11690X34851784 + +/CONTACT: Charlie Gastineau or Sue Null of Cauley Geller Bowman & Coates, L= +LP, +1-888-551-9944/ 11:37 EDT=20 + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +BUSINESS +Heading up --- Trade body to go ahead with conference in Qatar +FROM THE STAR'S WIRE SERVICES; AP PHOTO + +10/23/2001 +The Toronto Star +Ontario +E02 +Copyright (c) 2001 The Toronto Star +World Trade Organization chief Mike Moore says the 142-country body will go= + ahead with a key conference in Qatar from Nov. 9-13 that he hopes will giv= +e a major boost to the ailing global economy.=20 +The announcement at a news briefing yesterday in Doha, Qatar, ended weeks o= +f uncertainty over the meeting's venue, which had been thrown into question= + by security fears, mounting international concern over terrorism and a sur= +ge of anti-Western feeling in Muslim countries since the start of U.S. atta= +cks on Afghanistan. +""If something seismic or catastrophic happens, we will reconsider, but we a= +re planning to come here in just over two weeks' time,"" Moore said.=20 +The focus of the conference will be efforts to launch a new round of negoti= +ations among all member countries to remove many of the remaining barriers = +to free global trade.=20 +3M's profit sags=20 +Minnesota Mining & Manufacturing Co. says third-quarter profit fell 21 per = +cent as a slumping global economy reduced sales and workforce cuts increase= +d expenses.=20 +Profit fell to $394 million (U.S.), or 99 cents a share, from $499 million,= + or $1.25, in the year-ago quarter. Sales fell 7.1 per cent to $3.97 billio= +n from $4.27 billion, the company added in a statement yesterday.=20 +3M, which makes products that range from Post-It Notes to circuit boards, h= +as been eliminating 5,000 workers and cutting costs to cope with slowing sa= +les.=20 +Copper plunges=20 +Copper fell in London yesterday, nearing the lowest price in almost 15 year= +s, on expectations for slowing demand from users such as electronics makers= + and construction companies.=20 +Copper for delivery in three months fell as much as $8 (U.S.) to $1,366 a t= +onne on the London Metal Exchange, where prices are down 25 per cent this y= +ear. A move through the 1999 intraday low of $1,365 will mark the lowest pr= +ice since February, 1987.=20 +Enron information sought=20 +Houston-based energy-trading giant Enron Corp. says the U.S. Securities and= + Exchange Commission has sought information on company transactions with li= +mited partnerships that were managed by an Enron senior officer.=20 +In a statement yesterday, Enron said it will provide the federal regulatory= + agency with information in response to an inquiry last week.=20 +The transactions to ""hedge certain merchant investments and other assets"" t= +ook place in 1999 and 2000, according to Enron's 2000 annual report, and re= +sulted in a $16 million (U.S.) pre-tax gain to Enron in 1999 and a $36 mill= +ion loss in 2000.=20 +Enron officials declined to provide details about the transactions or name = +the limited partnerships.=20 +Upset investors sent shares of Enron down $5.40 more than 20 per cent to cl= +ose at$20.65 in heavy trading in New York.=20 +Moulinex takeover okayed=20 +A court in the Paris suburb of Nanterre has approved a takeover offer by ho= +usehold-appliance maker Groupe SEB SA for troubled rival Moulinex SA.=20 +SEB is expected to retain nearly 3,500 jobs at Moulinex, about half of them= + in France, the court said yesterday. Moulinex has 8,800 employees worldwid= +e, almost 5,600 of them in France.=20 +SEB was to disclose financial details of its offer at a news conference tod= +ay.=20 +Small jets seen on rise=20 +Bombardier Inc. chief executive Robert Brown says use of the company's regi= +onal jets is actually increasing, even though air traffic is down in North = +America a crushing 30 per cent since the terrorist attacks in the United St= +ates.=20 +Brown said yesterday he has ""anecdotal evidence"" that airlines are flying t= +he company's 50-seat jets more often and on more routes because the planes = +are more efficient than large planes to fly when traffic is light.=20 +The trend has not brought new sales, Brown said, but has helped firm up ord= +ers for the aircraft that typically take up to more than a year from the da= +te of purchase to delivery.=20 +He was speaking at an opening ceremony for Bombardier's vast new aircraft-a= +ssembly plant in Mirabel, Que.=20 +Aliant shedding jobs=20 +Aliant Telecom Inc. plans to reduce its non-unionized workforce by 140 peop= +le, the Atlantic region's largest phone company said yesterday.=20 +A statement said that 70 of those people will receive retirement packages, = +but did not indicate when the other 70 employees in Nova Scotia, New Brunsw= +ick, Prince Edward Island and Newfoundland would lose their jobs or what se= +verance they'd receive. + +Swissair planes stand on the tarmac at Zurich's Kloten Airport yesterday as= + Switzerland's government announced a rescue package totalling 4.24 billion= + Swiss francs, or about $4 billion (Canadian).=20 + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +MONEY +Inside Money +SEC INQUIRY OF ENRON RATTLES STOCK +Associated Press + +10/23/2001 +Orlando Sentinel +METRO +B5 +(Copyright 2001 by The Orlando Sentinel) +HOUSTON -- Shares of Enron Corp. plunged Monday after the energy trading gi= +ant said the Securities and Exchange Commission had sought information abou= +t the company's transactions with limited partnerships, which were managed = +by an Enron senior officer.=20 +In a statement, Enron said it had provided the regulatory agency with infor= +mation in response to an inquiry last week. +""We welcome this request,"" Enron chairman and chief executive officer Kenne= +th L. Lay said Monday. ""We will cooperate fully with the SEC and look forwa= +rd to the opportunity to put any concern about these transactions to rest.""= +=20 +Investors were upset by the news, however, sending shares of Enron down $5.= +40 to close at $20.65 on the New York Stock Exchange.=20 +The transactions took place in 1999 and 2000, according to Houston- based E= +nron's 2000 annual report. They resulted in a $16 million pre- tax gain to = +Enron in 1999 and a $36 million loss in 2000.=20 +Enron officials would not provide details about the transactions or identif= +y the limited partnerships, instead referring questions to a section of the= + annual report on related party transactions.=20 +""Enron entered into transactions with [limited partnerships] to hedge certa= +in merchant investments and other assets,"" according to the section.=20 +Enron spokesman Mark Palmer said the SEC first contacted Enron last week an= +d described the request is an ""informal inquiry.""=20 +""This is not an investigation,"" he said. ""We see the request as an opportun= +ity to put this issue behind us.""=20 +SEC spokesman John Heine said he could not comment on the filings.=20 +The electricity marketer and natural gas provider says both internal and ex= +ternal auditors and attorneys reviewed the arrangements, the company's boar= +d was fully informed of and approved them, and they were disclosed in the c= +ompany's SEC filings. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + +Enron Keeps Analysts Happy as Investors Flee: Call of the Day +2001-10-23 17:08 (New York) + +Enron Keeps Analysts Happy as Investors Flee: Call of the Day + + New York, Oct. 23 (Bloomberg) -- Over lunch in a conference +room at Boston's Four Seasons Hotel last Thursday, Enron Corp. +Chairman Kenneth Lay tried to convince analysts and investors that +the company has no more surprises. + + With the analysts, he apparently succeeded. Enron remains one +of Wall Street's most highly rated stocks, even after the largest +energy trader acknowledged that transactions with partnerships run +by its chief financial officer led to a writedown of $1.2 billion +in shareholder equity. + + Lay wasn't so successful with investors, who have abandoned +Enron shares, slashing their value 42 percent in a week. + + ``You've got a lot of people lining up to say the emperor has +no clothes,'' said Richard Gross of Lehman Brothers Inc., who +today repeated his ``strong buy'' rating on Enron. Analysts at +Credit Suisse First Boston, Goldman, Sachs & Co. and other firms +have also kept their highest ratings on Enron. + + Gross still likes the look of Enron's finery. ``The core +franchise here is very valuable,'' he said, and the stock's +decline more than reflects the ``worst case'' for the company. + + In Boston and at similar meetings in Houston and New York, +Lay had to explain the unwinding of the partnerships. He and other +Enron executives assured investors the company has no more +surprises in store, according to Greg Phelps, who manages $1.1 +billion at John Hancock Advisers Inc., and attended the Boston +session. + + The partnerships functioned somewhat like private equity +funds, according to analysts and investors, and included +investments that lost money. The Securities and Exchange +Commission has asked for more information about them, Enron said +yesterday. + + One Hold, One Sell + + While two analysts have cut their Enron ratings after +learning about the partnerships, they only dented the company's +popularity on Wall Street. + + Michael Heim of A.G. Edwards & Sons Inc. in St. Louis lowered +his rating to ``hold'' from ``buy'' on Friday. He said he has been +looking for discussion of the partnerships in Enron's SEC filings +and is only seeing ``vague references'' that don't leave him with +a ``good comfort level.'' + + With Heim's rating change, Enron went from being the second +most highly rated stock in the Standard & Poor's 500 Index to the +10th, according to Thomson Financial/First Call. + + Today, Zach Wagner at Edward Jones & Co. in St. Louis cut +Enron to ``reduce'' from ``accumulate.'' Ratings by Edward Jones, +which caters to individual investors rather than institutions, +aren't tracked by First Call. + + First Call translates analyst ratings into numbers, with +``strong buy'' a one, ``buy'' a two, and so on, then averages the +ratings to rank a company's Wall Street popularity. The most +highly rated stock is Tyco International Ltd., which has fallen 12 +percent this year. + + Enron shares fell 86 cents to $19.79 today. + + Remaining Skeptical + + However highly brokerage analysts rate the stock, ``I have to +remain skeptical,'' said Barry Borak, energy analyst at David L. +Babson & Co., which manages $60 billion in Cambridge, +Massachusetts. + + ``There's been a huge loss of management credibility at +Enron,'' Borak said, because of the partnerships and the +unexpected departure in August of Jeffrey Skilling, who had held +the post of chief executive officer for six months and was heir +apparent to Lay. ``Nobody I've talked to thinks (Skilling's +departure) is for personal reasons,'' Borak said. + + Skilling helped transform Enron from a gas pipeline company +into the biggest energy trading company. Enron also owns power +plants in deregulated markets. + + Borak said Babson doesn't own Enron shares and won't be a +buyer ``until I can get better, more thorough information about +what else might pop up in the future.'' + + Borak and other investors said Enron has a reputation for not +providing enough information about its businesses, and they said +this makes the positive view of the company on Wall Street more +difficult to understand. + + After Skilling resigned, Lay said the company would be more +open about its businesses. A bullet point in his talk in Boston +was ``increased transparency of financial and operating results,'' +according to a handout provided at the Boston meeting. + + Amazed, Dismayed + + Prudential Securities Inc. analyst Carol Coale wrote in a +note to clients last week that she was ``amazed at the willingness +of Enron's management to break out earnings and expenses to the +degree that it disclosed in the third quarter.'' + + Coale also wrote that she was ``dismayed by the apparent +`disguise' of the additional $1.2 billion equity hit that was not +disclosed in (Enron's) press release and was briefly mentioned in +the earnings conference call.'' Coale kept her rating on Enron at +``buy.'' + + Phelps at John Hancock said that his ``cynical side'' +believes that investment banking business has helped keep Wall +Street recommending Enron stock. ``They provide some good +underwriting business,'' he said. + + Credit Suisse First Boston managed a secondary sale of 12 +million Enron shares in 1999, with Lehman Brothers acting +as co-manager. Credit Suisse has also managed bond sales for +Enron this year. + + + +Enron Asks Citigroup for $750 Mln Loan, People Say (Update1) +2001-10-23 16:38 (New York) + +Enron Asks Citigroup for $750 Mln Loan, People Say (Update1) + + (Updates with closing share price in sixth paragraph.) + + New York, Oct. 23 (Bloomberg) -- Enron Corp., the biggest +energy trader, has asked Citigroup Inc. to arrange a $750 million +loan, ensuring access to credit if the company is cut off from +money markets, say people familiar with the matter. + + Enron's shares and bonds plunged yesterday after the company +said the Securities and Exchange Commission was investigating its +finances. The company depends on a $3 billion commercial paper, or +short-term debt, program to finance day-to-day operations. + + Moody's Investors Service last week placed all $13 billion of +the company's long-term debt securities on watch for possible +downgrade. Any drop in the rating may cut off Enron from the +commercial paper market, raising the costs of short-term debt. + + ``We understand that our credit rating is critical to both +the capital markets and our counterparties,'' Enron's Chief +Financial Officer Andrew Fastow said on a conference call today. +He said Enron has $3.5 billion available on bank credit lines, +giving it enough cash to operate normally. + + Dan Noonan, a spokesman for Citigroup's Citibank NA unit, +declined to comment. Mark Palmer, a spokesman for Enron, also +wouldn't comment. + + Shares of Enron, based in Houston, fell 86 cents to $19.79. +They have fallen 76 percent this year. + + Complex Financing + + An investor sued Enron last week, saying dealings with two +partnerships run by Fastow, LJM Cayman and LJM2 Co-Investment, +cost the company $35 million. The suit also calls Fastow's +leadership of the partnerships, set up to remove debt from Enron's +books, a conflict of interest. + + Enron bought back 62 million shares to unwind positions in +some partnerships run by Fastow, said Chief Executive Officer Ken +Lay on the conference call with investors today. + + The number of shares differs from a Wall Street Journal +report on Thursday that said Enron had bought back 55 million +shares. The buyback reduced shareholder equity by $1.2 billion, +the Journal said. + + The company set up the partnerships and other affiliated +companies to buy Enron assets such as power plants. The +partnerships allow Enron to take debt off its books, letting it +borrow to invest in its main business of commodities trading, +Enron said. Enron trades electricity, natural gas, oil, coal and +other commodities. + + ```They have complex off-balance sheet financing,'' said +Commerzbank analyst Andre Mead. ``It's difficult to ascertain the +full impact on shareholders.'' + + The SEC has asked Enron about partnerships and affiliated +companies headed by Fastow. The company has at least $3 billion in +such ``off-the-books'' financing in affiliated companies, Ray +Niles, a Salomon Smith Barney analyst, wrote in a report to +investors. + + Depends on Asset Sales + + One partnership, Whitewing Management, owns 250,000 preferred +shares that Enron may have to convert to common stock. Whitewing +partners can demand their preferred shares be converted if Enron +common stock falls below a certain price or if Enron's credit +rating drops under investment grade. + + Whitewing and other Enron partnerships and trusts include +company executives as officers and directors, according to records +from the Texas secretary of state. + + ``Over the life of these trust structures, Enron has in fact +issued a sizable amount of equity,'' Enron Treasurer Ben Gilsan +said. Most of that was shares issued to Enron executives as part +of a deferred compensation plan, Gilsan said. + + The Whitewing partnership was financed with $1.4 billion in +bonds sold last year. The partnership used some of the proceeds to +buy Enron power plants and plans to retire the debt by selling +them, officials said on the conference call. Other company +partnerships operate with the same strategy. + + ``Some investors are worried the asset sales won't cover the +full amount (borrowed), and Enron will have to furnish support to +the detriment of shareholders,'' said Commerzbank analyst Meade. + + Commercial Paper Rates + + Enron was paying 3.15 percent to issue commercial paper until +Oct. 31, which is as much as 15 basis points more than companies +with the same ``A2/P2'' short-term credit ratings that are not on +credit watch. Enron's short-term debt is not on review for a +possible downgrade. + + Based on Bloomberg composite ratings, most of Enron's long- +term debt is rated at BBB2 and BBB1, two or three levels above +investment grade. Fitch, Standard & Poor's and Moody's rate the +company's debt at investment grade. + + Enron has previously turned to Citigroup for finance and +advice. In 1999, Citigroup's Salomon Smith Barney unit advised the +company on its $1.45 billion acquisition of three natural gas- +fired power plants from Cogen Technologies Inc. Citibank, along +with J.P. Morgan Chase & Co., this year arranged a $1.75 billion +loan. + + + +How Enron Blew It +Texas Monthly +November 2001 + +Less than a year ago, the Houston-based energy behemoth had everything: mon= +ey, power, glitz, smarts, new ideas, and a CEO who wanted to make it the mo= +st important company in the world. Now its stock is down, wall street is be= +arish, and the CEO is gone. What went wrong? + +by Mimi Swartz +=20 +THE ENRON SKYSCRAPER NEAR THE SOUTH END OF HOUSTON'S DOWNTOWN feels like th= +e international headquarters of the best and the brightest. The lobby in no= + way resembles the hushed, understated entryways of the old-fashioned oil c= +ompanies, like Shell and Texaco nearby. Enron, in contrast, throbs with mod= +ernity. The people hustling in and out of the elevators are black, white, b= +rown; Asian, Middle Eastern, European, African, as well as American-born. T= +hey are young, mostly under 35, and dressed in the aggressively casual unif= +orm of the tech industry-the guys wear khakis, polo shirts, and Banana Repu= +blic button-downs. Almost preposterously fit, they move through the buildin= +g intently, like winners. Enron is nothing if not energetic: A Big Brother-= +size TV screen frantically reports on the stock market near a bank of eleva= +tors, while another hefty black television relaying the same news greets pe= +ople entering from the garage. A sculpture of the corporate symbol, an E ti= +pped at a jaunty angle, radiates colors as it spins frenetically on its axi= +s; a Starbucks concession on the ground floor keeps everyone properly caffe= +inated. Multicolored, inspirational flags hang from the ceiling, congratula= +ting Enron on its diversity and its values; one more giant banner between e= +levator banks declares Enron's simple if grandiose goal: ""From the World's = +Leading Energy Company to . . . The World's Leading Company!"" + +For a while, that future seemed guaranteed, as Enron transformed itself fro= +m a stodgy, troubled pipeline company in 1985 to a trading colossus in 2000= +. It was a Wall Street darling, with a stock price that increased 1,700 per= +cent in that sixteen-year period, with revenues that increased from $40 bil= +lion to $100 billion. ""The very mention of the company in energy circles th= +roughout the world creates reactions ranging from paralyzing fear to envy,""= + notes a 2001 report from Global Change Associates, a firm that provides ma= +rket intelligence to the energy business. + +This Enron was largely the creation of Jeff Skilling, a visionary determine= +d to transform American business. Hired sixteen years ago as a consultant b= +y then-CEO Ken Lay, Skilling helped build a company that disdained the old = +formula of finding energy in the ground, hauling it in pipelines, and then = +selling it to refineries and other customers. Instead, it evolved into a co= +mpany that could trade and market energy in all its forms, from natural gas= + to electricity, from wind to water. If you had a risky drilling venture, E= +nron would fund it for a piece of the action. If you wanted your megacorpor= +ation's energy needs analyzed and streamlined, Enron could do the job. If y= +ou were a Third World country with a pitiful infrastructure and burgeoning = +power needs, Enron was there to build and build. Basically, if an idea was = +new and potentially-and fantastically-lucrative, Enron wanted the first cra= +ck. And with each success, Enron became ever more certain of its destiny. T= +he company would be the bridge between the old economy and the high-tech wo= +rld, and in February of this year, Skilling reaped his reward when he succe= +eded Lay as chief executive officer. Enron, says Skilling, ""was a great mar= +riage of the risk-taking mentality of the oil patch with the risk-taking me= +ntality of the financial markets."" + +The Enron story reflects the culture that drove American business at the en= +d of the twentieth century. Like the high-tech companies it emulated, Enron= + was going to reinvent the American business model and, in turn, the Americ= +an economy. Maybe it was natural that this Brave New World also produced a = +culture that was based on absolutes: not just the old versus the new, but t= +he best versus the mediocre, the risk takers versus the complacent-those wh= +o could see the future versus those who could not. The key was investing in= + the right kind of intellectual capital. With the best and the brightest, a= + company couldn't possibly go wrong. + +Or could it? Today Enron's stock trades at around $35, down from a high of = +$80 in January. The press cast Enron as the archvillain of California's ene= +rgy crisis last spring, and Skilling caught a blueberry pie in the face for= + his relentless defense of the free market. A long-troubled power plant pro= +ject in India threatened the company's global ambitions. Telecommunications= +, in which Enron was heavily invested, imploded. Wall Street analysts who o= +nce touted the company questioned its accounting practices. Some of the cha= +nge in Enron's fortunes can be attributed to the economic downturn in uncer= +tain times that has afflicted all of American business. But the culture tha= +t the company created and lived by cannot escape blame. + +ENRON, JEFF SKILLING SAYS, HAD ""a totally different way of thinking about b= +usiness-we got it."" At Enron, in fact, you either ""got it"" or you were gone= +-it was as simple as black and white. It is not coincidental, then, that th= +e color scheme of Skilling's River Oaks mansion mirrors the corporation he = +once headed. Here, the living room's white walls shimmer against the mahoga= +ny floors. Black leather trims the edge of snowy carpets. Billowy sofas set= + off the jet-black baby grand. In the entry, white orchids cascade from a b= +lack vase on a black pedestal table that in turn pools onto cold, white mar= +ble. There is only one off-color note: After almost twenty years, Jeff Skil= +ling is no longer associated with Enron, having resigned abruptly after jus= +t six months as CEO. Once, Skilling was hailed as the next Jack Welch (Gene= +ral Electric's masterful CEO), as one of Worth magazine's best CEO's in Ame= +rica (anointed in 2001), and even as a daredevil who hosted the kind of unc= +hained adventure junkets in which, a friend told BusinessWeek, ""someone cou= +ld actually get killed."" Today, he sounds more like Ebenezer Scrooge on Chr= +istmas morning. ""I had no idea what I'd let go of,"" Skilling says of all th= +e personal sacrifices he made while retooling Enron.=20 + +From a black chair in the white library, across from a huge black and white= + photograph of his daughter and two sons, Skilling clarifies. The demands o= +f working 24-7 for Enron caused him to ignore his personal finances. Divorc= +ed, he lived in a 2,200-square-foot house without a microwave or a dishwash= +er. He almost missed his brother's wedding. ""Learning a foreign language-I = +never learned a foreign language!"" he exclaims. He never once took his youn= +gest son to school. ""I'm interested in the kids. You don't do kids in fifte= +en-minute scheduling."" Travel: ""You can't go to Africa for a week and get a= +nything out of it!"" Skilling includes the study of architecture and design = +on his list of missed opportunities, then he stops and sighs. ""I'm not sure= + that fulfillment in life is compatible with a CEO's job,"" he says, finally= +. Then his eyes lock on mine, and his voice, which had softened, regains it= +s pragmatic edge. ""It would have been easy to stay,"" he says. ""But that wou= +ld not have been good for me.""=20 + +He's a smallish, ruddy-faced man who keeps himself at fighting weight, hand= +some in the way of corporate titans, with piercing cheekbones and that assi= +duously stolid gaze. But the impatience Skilling once reserved for cautious= + underlings and dull-witted utility company executives is now targeted at r= +eporters who have labeled his resignation ""bizarre"" and associates who are = +bitterly skeptical of his need for family time. His shrug stretches the lim= +its of his shimmering blue button-down, and his matching blue eyes look put= + upon. ""I'm surprised,"" he says, ""that people have so much trouble understa= +nding this."" + +PEOPLE WHO PASSED THROUGH DOWNTOWN HOUSTON in the late eighties or early ni= +neties couldn't help but notice a funny and, for its time, novel scene unfo= +lding throughout the workday at the base of the Enron Building. From nine t= +o five and before and after, you could see people slipping out of the prist= +ine silver skyscraper to smoke. They perched on the chrome banisters or lur= +ked near the glass doors at the entry, puffing like mad. They always looked= + hurried and furtive, even ashamed. Whatever people knew about Enron in tho= +se days (and most people didn't know much), it was often associated with th= +at scene: Enron boasted one of the first nonsmoking corporate headquarters = +in Houston, and there couldn't have been clearer evidence of its break with= + the energy world of the past. What macho engineer would have put up with s= +uch humiliation? + +But this company was a child of another time, that period in the mid-eighti= +es when chaos enveloped the gas business. Federal deregulation of natural g= +as turned a steady, secure industry, in which gas pipeline companies freque= +ntly enjoyed a monopoly in portions of the areas that they served, into a v= +olatile free-for-all. The situation was compounded five years later by fede= +ral deregulation of the pipeline business. So it happened that a gentlemanl= +y gas pipeline company, Houston Natural Gas (HNG) found itself under attack= + from Coastal Corporation, Oscar Wyatt's less than gentlemanly firm. HNG wa= +s then run by Lay, a sturdy, taciturn former economics professor and Transc= +o chief operating officer who had a passion for military strategy. (His doc= +toral thesis at the University of Houston was on supply and demand in the V= +ietnam War.) Lay, who was from Missouri and never succumbed-at least outwar= +dly-to Texas brashness, had done well enough: Thanks to canny expansions, H= +NG's pipelines stretched from Florida to California and throughout the stat= +e of Texas. + +HNG fended off Coastal, but to protect the company from other takeover atte= +mpts, Lay nimbly engineered the sale of HNG in 1985 to a friendly Nebraska = +pipeline concern called InterNorth, one of the largest pipeline companies i= +n the country at the time. Then, a funny thing happened: HNG started acting= + in a way that would characterize the company for years to come-a lot like = +Coastal. What the Nebraskans blithely labeled ""the purchase"" was being call= +ed ""the merger"" back in Houston, and before long, following some particular= +ly brutal politicking between Omaha and Houston, the company's center of gr= +avity started shifting toward Texas, and shortly after that, Ken Lay was ru= +nning a new company called Enron. ""Over time it became clear that Lay had a= + better vision of the future,"" says one person associated with Enron at tha= +t time. ""He never fought change. He embraced change."" + +Lay had won, but what exactly did that mean? Enron was saddled with massive= + debt from the takeover attempt, and thanks to deregulation, no longer had = +exclusive use of its pipelines. Without new ideas-for that matter, a whole = +new business plan-the company could be finished before it really even got s= +tarted.=20 + +LIKE MANY PEOPLE WHO TEAMED UP WITH ENRON IN THE EIGHTIES, Jeff Skilling ha= +d spent a lot of time in the Midwest, and he was self-made-at fourteen he h= +ad been the chief production director at a start-up TV station in Aurora, I= +llinois. (His mother would drop him off there every day after school.) ""I l= +iked being successful when I was working, and I was smart,"" he told Busines= +sWeek earlier this year. But unlike many of his Enron colleagues, Skilling = +wasn't deliberate and soft-spoken and happy to go home at five o'clock; he = +was anxious and excitable, and nothing, but nothing excited him more than w= +hat he would come to call ""intellectual capital."" He loved being smart, and= + he loved being surrounded by smart people. He graduated from Southern Meth= +odist University, went into banking-assets and liability management-and too= +k on Harvard Business School, where he graduated in the top 5 percent of hi= +s class. Then Skilling took the next step on what was then the new, souped-= +up path to American success: He joined Manhattan's McKinsey and Company as = +a business consultant, and that is where Ken Lay found him in 1985.=20 + +It is often said of Lay that his instincts for hiring the best are flawless= +, and his choice of Skilling probably saved the company. Skilling was above= + all an expert at markets and how they worked. While everyone else was worr= +ying about the gluts and the shortages that defined the gas industry, he al= +one saw the parallels between gas and other businesses. And so in a world w= +here credit was nearly impossible to come by, Skilling came up with what he= + called the Gas Bank, which contractually guaranteed both the supply and th= +e price of gas to a network of suppliers and consumers. Enron would not be = +a broker but a banker. It would buy and sell the gas itself and assume the = +risk involved. And Enron would make money on transactions, much like an inv= +estment bank would. + +Skilling worked up some numbers and found them ""absolutely compelling."" The= +n the McKinsey consultant took the idea to a meeting of about 25 Enron exec= +utives. He had a one-page presentation. ""Almost to a person,"" Skilling says= +, ""they thought it was stupid."" Almost. After Skilling left the meeting dej= +ected, he walked Ken Lay to an elevator and apologized. Lay listened and th= +en said, ""Let's go."" + +The Gas Bank was not an overnight success. For months Skilling woke up in a= + cold sweat, sure he had ruined not only his career but the careers of doze= +ns of colleagues who had assisted him. In fact, he had come upon one of tho= +se divides that seem to define his life: ""I believed this whole world would= + be different, a huge breakthrough"" is the way Skilling puts it today, and = +even if he is typically immodest, he was right. Fairly soon after launching= +, the company sold $800 million worth of gas in a week. True to Skilling's = +character, success turned out to be a matter of old versus new: He says the= + joke around Enron was that if a company's CEO was under fifty, ""We were in= +."" And he was in too: In 1990 Skilling finally left McKinsey and joined Enr= +on as the head of Enron Finance Corporation, a new division created just fo= +r him. In 1991 that company closed a deal that earned $11 million in profit= +. After that, says Skilling, ""we never looked back."" + +Skilling and Lay also realized that the Gas Bank couldn't work unless it ha= +d a trading component. Myriad trades were needed to build the market that w= +ould make the project go. But by buying and selling enormous quantities of = +gas, Enron not only constructed a market but almost instantly came to domin= +ate it. The company had the best contacts, the best intelligence, and the b= +est access to supplies. That, in turn, attracted more customers who wanted = +to be part of the play. With so many customers in its pocket, Enron could b= +etter predict the direction of the market and could use that knowledge to m= +ake trades for its own benefit-Enron could in effect bet on which way the p= +rice of gas would go, as one might do with pork bellies or soybeans, but wi= +th startling accuracy, thereby generating profits higher than anyone could = +have ever imagined. + +THIS CHANGE COULD NEVER HAVE OCCURRED without another change Skilling had m= +ade: He created, within Enron, a new culture to match its new trading busin= +ess. The idea was to build a ""knowledge-based business,"" which demanded a s= +kill set not exactly prized by Enron's employees from the old HNG days. Mos= +t were deliberate, cautious, responsible, somewhat defensive people, most o= +f them men, of course-the kind of people you'd expect to find working in an= + industry regulated by the federal government. But now the company needed b= +older people for its bold new era: that included anyone who wanted to make = +money-lots of money-for themselves and for the company. ""Enron was going to= + create a niche for itself or die,"" one former executive explains. ""The peo= +ple who had narrow views eventually were forced out, because if they had na= +rrow views about other things, they had narrow views about the market."" +Skilling wanted smart people but not just any smart people. He wanted the s= +martest people from schools like Harvard, Stanford, and maybe, Rice. And be= +cause his firm was now acting more like a bank than a pipeline company, he = +wanted to draw from the pool of recruits that would be attracted to the big= +gest and best investment banks, like Merrill Lynch or Credit Suisse First B= +oston. In addition to being smart, Enron people were also supposed to be ""a= +ggressive."" You were right for Enron if you didn't want to wait until you w= +ere thirty to close your own deals or move up in an organization.=20 +You could see what he was looking for on ""Super Saturdays"" at the Houston h= +eadquarters: eight fifty-minute interviews with ten minute breaks in betwee= +n-the company might herd as many as four hundred people through in just one= + day. They were scored from 1 to 5 on their smarts, their problem-solving a= +bility, their passion for hard work, and what at Enron was called ""a sense = +of urgency."" People who scored less than 2.5 were scratched. The shrewdest = +candidates knew how to work Enron before they were even hired: These were t= +he types that automatically turned down the company's first offer, knowing = +Enron would come back with more. The starting salary was around $80,000. Ma= +ybe it wasn't a fortune-yet-but the signing bonus, about $20,000, was more = +than enough for a lease on the obligatory Porsche Boxster or one of the lof= +ts being renovated close to downtown. (Enron people didn't live in far-flun= +g suburbs. Suburbs were uncool and too far from the office.) +For the lucky winners, Enron offered the corporate equivalent of a gifted-a= +nd-talented program. New associates learned the latest techniques for struc= +turing energy deals, and there were rotations at Enron offices around the g= +lobe. The hours were long, but every possible need was taken care of. A com= +pany concierge handled all the things important people couldn't be bothered= + with: picking up dry cleaning or prescriptions, shining shoes, cleaning th= +e house, planning a vacation. Of course, a lot of people who worked for Enr= +on never got to take vacations-they were too busy making money-but they cou= +ld use the company gym and the company's personal trainers. If they were ov= +erweight or wanted to quit smoking, they could join Enron's Wellness Progra= +m. Massages were offered six days a week, from seven in the morning until t= +en at night. ""They were so cutting edge,"" rhapsodizes someone involved with= + the company health care program at the time. ""They really thought about th= +e psychology and what it took to keep these people going."" +Skilling handed out titles analogous to those at Wall Street firms-analysts= +, associates, directors, and managing directors-but everyone knew that thos= +e titles didn't really matter. Money did. Instead of competitive salaries a= +nd decent bonuses, Enron offered competitive salaries and merit-based bonus= +es-with no cap. ""If you really worked hard and delivered results, you could= + make a lot of money,"" says Ken Rice, who stayed with Enron for 21 years un= +til resigning recently as the head of the company's faltering broadband div= +ision. Or, as the saying goes, you got to eat what you killed. Gas traders = +with two or three years of experience could wind up with a $1 million bonus= +. And the more you produced, the closer you got to Jeff: Real hot dogs join= +ed him glacier hiking in Patagonia, Land Cruiser racing in Australia, or of= +f-road motorcycling in a re-creation of the Baja 1,000 race, ending at a sp= +ectacular Mexican villa. ""Every time he'd speak, I'd believe everything he'= +d say,"" one loyalist says.=20 +And why not? By 1995 Enron had become North America's largest natural-gas m= +erchant, controlling 20 percent of the market. But at a company where the b= +uzzword was ""aggressive,"" that was no place to stop: Skilling and Lay belie= +ved the Gas Bank model could easily be applied to the electricity business.= + Firmly committed to the notion that a deregulated market meant better serv= +ice at lower prices for consumers (and untold profits for Enron), they bega= +n barnstorming the country, pressing their case with entrenched power compa= +ny presidents (who, with their multimillion-dollar salaries and monopoly se= +rvice areas, had little incentive to change) and energy regulators (who wer= +e somewhat more receptive, thanks in part to Enron's generous lobbying effo= +rts). +But the biggest winner of all was probably Jeff Skilling. In 1997 Ken Lay m= +ade him the president and chief operating officer of the company. By then, = +the division known as Enron Capital and Trade Resources was the nations lar= +gest wholesale buyer and seller of natural gas and electricity. The divisio= +n had grown from two hundred to two thousand employees, and revenues from $= +2 billion to $7 billion. ""Mr. Skilling's experience so far with the turmoil= + in the industry has convinced him that he is on the right track,"" the New = +York Times noted. Everyone would certainly have thought so: Enron and Skill= +ing had totally transformed one industry and were well on their way to tran= +sforming another. +""FIRING UP AN IDEA MACHINE; Enron Is Encouraging the Entrepreneurs Within,""= + sang the New York Times in 1999. ""In the staid world of regulated utilitie= +s and energy companies, Enron Corp is that gate-crashing Elvis,"" crowed For= +tune in 2000. Wall Street was demanding tech-size growth on a tech timetabl= +e, and Enron, in 2000, obliged with second quarter earnings of $289 million= +, up 30 percent from the previous year. That year the company seemed to dis= +cover a market a minute: Under Skilling, Enron was trading coal, paper, ste= +el, and even weather. No one blinked when a London wine bar became an Enron= + client. People drank more in warm weather than cold, so why not buy a hedg= +e against the usual winter downturn? +But most exciting to the financial world was Enron's entry into high-tech c= +ommunications. Because of the company's marketing dominance, EnronOnline be= +came another overnight success, handling $335 billion in commodity trades o= +nline in 2000. Enron, as usual, made its money on the spread between the bi= +d price and the asking price. Then there was the broadband business: To Enr= +on, trading excess capacity in large, high-speed fiber-optic networks (empt= +y lanes on the fabled information highway) wasn't that different from tradi= +ng the capacity of natural gas pipelines. So Enron created a market for wha= +t the industry calls bandwidth. Soon after, it also announced a twenty-year= + deal with Blockbuster to deliver movies on demand electronically to people= + in their homes. Enron looked like a company that couldn't lose. ""Its strat= +egy of building businesses, shedding hard assets, and trading various commo= +dities can help it do well even in an uncertain market,"" BusinessWeek insis= +ted. +There was, however, another reason Enron did so well in such a short time: = +the company's hard-nosed approach toward its customers. The old notion of c= +ustomer service was based on the long haul-you had to nurse and coddle cust= +omers to keep them. But Enron had new markets and new ideas-customers had t= +o come to it. Over time, the company stopping referring to its business cli= +ents as customers and began calling them ""counterparties."" +Skilling wanted the biggest profits on the shortest timetable: Gains were m= +aximized by creating, owning, and then abandoning a market before it became= + overtaxed and overregulated. So if you wanted to launch a high-risk ventur= +e quickly-such as Zilkha Energy's new high-tech approach to drilling for oi= +l-you got your financing from Enron because a bank would take forever to un= +derwrite the project, if it ever would. But because Enron invented its mark= +ets and subsequently dominated them, Enron could set the terms of its deals= +, from the timeline to the method of accounting to whether the deal happene= +d at all.=20 +While many businesses used what was known in the industry as ""mark-to-marke= +t accounting,"" for instance, Enron used it on an unprecedented scale. The c= +ompany priced their deals at current market value-but it was always Enron's= + idea of the market value; companies that balked at their pricing didn't ge= +t deals. And while old-fashioned companies spread their profits out like an= +nuities over a period of years, Enron took most of its profit up-front. How= +ever many millions would be made on a deal that covered several years, they= + went on the books in the current year. If a few analysts thought there mig= +ht be something fishy about what they called ""subjective accounting,"" inves= +tors didn't particularly care as long as the profits rolled in. As the mark= +et fluctuated and the landscape changed, the company might abandon a projec= +t that had been in the works for months because its profit margins weren't = +going to be high enough. ""Enron is known for leaving people at the altar,"" = +says one former employee. Winning the highest possible profits for the comp= +any could even extend to Enron's attitude toward charity. When a fundraiser= + for the Houston READ Commission, a literacy group, called on Enron for a c= +ontribution, it was suggested that he start raising money for Enron's compe= +ting literacy charity: ""Even the person who was supposed to give money away= + for Enron was supposed to make money for Enron,"" he says. +As Enron became more and more successful, the culture Skilling had created = +took on a dark side: The competition turned inward. As one member of the En= +ron family put it, ""It became a company full of mercenaries."" The change st= +arted at the bottom. As Enron's domination of the energy market grew, most = +of the recruiting frills fell away. New associates were treated much like t= +he commodities the company traded. Global Change's Enron spies reported ove= +rhearing orders like ""I need a smart person-go buy me one"" or ""Buy me an in= +telligent slave, quick."" Enron had never been the kind of place where peopl= +e sang to you on your birthday, but now the workaholism bordered on self-pa= +rody: A Random Acts of Kindness program lasted only a few months. It was to= +o disruptive. People couldn't get their work done. +And, of course, Enron had a program for institutionalizing creative tension= +. The Performance Review Committee, which had initially been installed by S= +killing in the Capital group, became known as the harshest forced ranking s= +ystem in the country. Employees were rated on a scale of one to five, and t= +hose with fives were usually gone within six months. (The PRC's nickname qu= +ickly became ""rank and yank."") It was a point of pride that Skilling's divi= +sion replaced 15 percent of its workforce every year. As one Skilling assoc= +iate put it, ""Jeff viewed this like turning over the inventory in a grocery= + store."" Skilling's approach to business-get in and get out-had become Enro= +n's attitude toward its workers. In time, it would become many workers' att= +itude toward the company. Teamwork, never that valuable in a trading cultur= +e, went the way of the eyeshade and the abacus. If protocol required an Enr= +on higher-up to come from Europe to help with a project in the Third World,= + he might help-or he might not, depending on whether another, potentially m= +ore lucrative project was pending elsewhere. +Everyone felt the pressure to perform on a massive scale at massive speed: = +""They were so goal oriented toward immediate gratification that they lost s= +ight of the future,"" says one former employee. Anyone who couldn't close de= +als within a quarter was punished with bad PRC scores, as were the higher-u= +ps who had backed them. Past errors and old grudges were dredged up so ofte= +n as new ammunition in PRC meetings that the phrase ""No old tapes"" became a= +n Enron clich?. ""People went from being geniuses to idiots overnight,"" says= + one former Enron executive. +In such a hothouse, paranoia flowered. New contracts contained highly restr= +ictive confidentiality agreements about anything pertaining to the company.= + E-mail was monitored. A former executive routinely carried two laptops, on= +e for the company and one for himself. People may have been rich at Enron, = +but they weren't necessarily happy. One recruiter described the culture thi= +s way: ""They roll you over and slit your throat and watch your eyes while y= +ou bleed to death."" +BEFORE JEFF SKILLING COULD TRANSFORM ENRON from the world's leading energy = +company into the world's leading company, he had to make one more change: J= +ust as he had done ten years before, Skilling had to purge the company of i= +ts remaining old order. Where Enron once prized cautious executives who dea= +lt with tangible assets like pipelines, it now valued bold executives who d= +ealt with intangible assets. Pipelines, power plants-they may have been Enr= +on's pride, but Skilling wanted them gone. Expensive, long-term building pr= +ojects had no place when Wall Street was devoted to quick profits and enorm= +ous returns on investment capital, and Skilling knew it. ""It wasn't the tim= +e for long-term approaches,"" an Enron executive says of Wall Street's mood.= + ""It was the technology era."" +To rid Enron of the last vestiges of its past, Skilling had to take on Rebe= +cca Mark, long considered his rival for the CEO's job. Mark was for many ye= +ars the poster child for the Enron way: Young, attractive, aggressive-her n= +ickname was Mark the Shark-she came from sturdy Midwestern stock but had th= +e requisite Harvard MBA. Mark was largely responsible for the success of En= +ron International, the asset-heavy side of the company where she developed = +$20 billion worth of gas and power plants, which accounted for 40 percent o= +f Enron's profits in 1998. For this she reaped breathtaking compensation-on= +e Enron executive estimated $10 million-and adoring press clips, including = +two appearances on Fortune's list of the fifty most powerful women in corpo= +rate America. +But then Mark ran into trouble with a gas-fired power plant in Dabhol, Indi= +a, one of the largest ever constructed. She had played the game the Enron w= +ay: Taking Enron into a new market, she had finagled low import taxes (20 p= +ercent instead of the usual 53) and hung in through 24 lawsuits and three c= +hanges in government. But the time and expense needed to make India and oth= +er Enron plants around the globe successful did not mesh with Enron's goals= +, and Skilling's impatience with Mark grew. +Forcing Mark out, however, was no easy matter. Key executives left, divisio= +ns were dismantled, but she remained. The truth was Enron didn't mind firin= +g lower-level employees, but it hated to fire the kind of aggressive, relen= +tless people it tended to promote. The company preferred humiliation-keepin= +g a director in his cubicle, say, but failing to include him in the glamour= + deals, or kicking someone upstairs with a fancy title. (One particularly d= +ifficult executive won a few years at graduate school, gratis.) A company a= +s smart as Enron could probably deduce too that dispatching one of the most= + visible businesswomen in the country would provoke a public-relations disa= +ster. So Lay and Skilling did something classically Enronian: They gave Mar= +k her own company. Despite Skilling's contempt for asset-heavy businesses, = +Enron spent more than $2 billion to buy a run-of-the-mill British water uti= +lity that could serve as Enron's entry into the emerging world of water pri= +vatization. Mark was put in charge of making Enron, yes, the world's greate= +st water company. Azurix, as the new business was called, looked like anoth= +er sure thing: Its IPO in 1999 raised $695 million.=20 +But Mark had to succeed on Enron's increasingly abbreviated timetable in a = +business fraught with political and emotional complexities. Water is not li= +ke gas or electricity-owners and governments are a lot less willing to give= + it up, even for lots of money. The company stumbled, layoffs commenced, an= +d confidence evaporated. By August 2000 the stock price, which had started = +out at $19, had fallen to $5. Mark's resignation followed, and Azurix, much= + diminished, was folded into Enron. ""I think it's best for Rebecca to start= + afresh,"" Lay, who had been a mentor to Mark, told the Wall Street Journal.= + Or as one critic put it, ""They were more interested in destroying the old = +culture than running a business.""=20 +As 2000 drew to a close, Skilling was in total command. In December Ken Lay= + announced the inevitable: ""The best time for the succession to occur is wh= +en the company is doing well,"" he told the press. ""Enron is doing extremely= + well now."" In February 2001 Jeff Skilling took over the CEO's job. +ALMOST IMMEDIATELY THE TROUBLE STARTED. Enron's domination of the electric-= +power market made it an instant target in the California deregulation debac= +le. Both PBS's Frontline and the New York Times took on Enron, portraying t= +he company as a heartless colossus that used its influence in Washington (L= +ay and Enron's political action committee are the top contributors to Georg= +e W. Bush) to force old people on fixed incomes to choose between buying fo= +od or electricity. Skilling and Lay appeared on camera singing belligerent = +anthems to the free market, while another memorable scene juxtaposed one of= + the company's jackallike traders against a hapless state employee in Calif= +ornia, as both tried to buy power online. The Times reported that Lay had t= +ried to persuade a new federal commissioner to change his views on energy d= +eregulation. The bad press was, to say the least, ironic: Just as the media= + was pounding Enron for its omnipotence, Wall Street was discovering its we= +aknesses. By late March the stock price had slid to $50 a share from $80 in= + January. +Within Enron, the asset-based divisions took the rap for the decline. (The = +India plant continued to be enormously costly, at least in part because of = +constant turnover within Enron's management team.) But the California situa= +tion was more visible and therefore more damaging, despite Enron's claim th= +at the state had never built enough power plants to service its population = +and never properly managed those it had. ""For three months Gray Davis did a= + very good job of blaming us,"" says Mark Palmer, a vice president for corpo= +rate communications. ""We were a Texas company. There was a Texan in the Whi= +te House. California was a state that didn't put him in office, and his big= +gest contributor was a Texas energy company. Performance is going to take c= +are of our stock price. The truth will take care of Gray Davis."" (Californi= +a utilities still owe Enron $500 million, another reason stockholders might= + be panicky.) But more problematic than the crisis itself was Skilling's al= +l too apparent lack of contrition. Facing down his critics, he cracked a jo= +ke comparing California with the Titanic. (""At least the Titanic went down = +with its lights on."") +But the biggest problem was Enron's telecommunications division, which had = +been responsible for at least one third of its heady stock price. Investors= + believed that Enron could revolutionize high-speed communications, just as= + it had revolutionized gas and power. Enron estimated the global market for= + buying and selling space over fiber-optic cable would grow from $155 billi= +on in 2001 to $383 billion by 2004-but then the tech bubble burst. So too d= +id the much-hyped movies-on-demand deal with Blockbuster. For the first tim= +e in its confoundingly successful life, Enron had nothing new to take to ma= +rket. Like the popular high school girl who suddenly packs on a few pounds,= + Enron suddenly looked less alluring to Wall Street. +Skilling launched a campaign to keep Enron's most important cheerleaders, t= +he stock analysts, in the tent, but he wasn't cut out to be a supplicant. D= +uring the reporting of first quarter profits, he called an analyst who chal= +lenged Enron's financial reporting an ""asshole."" When the company reported = +hefty second quarter profits, many analysts questioned whether those profit= +s had come from the generation of new business or from the sale of old asse= +ts. Ignoring the growing chorus critical of Enron's accounting, Skilling pr= +omised, as he always had, that innovations were just around the corner. ""Th= +ere wasn't any positive news,"" Carol Coale, of Prudential Financial, says n= +ow. ""Basically, he talked me out of a downgrade."" +The business press, so generous in the past, turned surly. Fortune had aske= +d in March whether Enron was overpriced. (""Start with a pretty straightforw= +ard question: How exactly does Enron make its money?"") The routine cashing = +in of stock options that were about to expire by key executives was portray= +ed in the media as a fire sale. (Skilling had sold $33 million worth, Ken L= +ay and Ken Rice close to four times that amount.) Then the Wall Street Jour= +nal reported on a fund run by the CFO that had been a source of strife with= +in the company. (It was essentially risk management against Enron's possibl= +e failures.) Every negative story seemed to produce a concurrent drop in th= +e stock price: By late August it had fallen below $40. Enron, so institutio= +nally unforgiving, finally got a taste of its own medicine. ""When Wall Stre= +et is in love with a stock, they're forgiving of something like accounting,= +"" says Carol Coale. ""When a company falls out of favor, all these issues ca= +rry more weight."" +This fact was not lost on people inside the company, who suddenly started e= +xperiencing an attack of conscience. Those who had looked the other way as = +the most powerful Enron executives dumped their wives and married their sec= +retaries or carried on flagrant interoffice affairs now saw the error of th= +eir ways. ""It just created an attitude,"" one executive still at Enron says.= + ""If senior people are doing that, why are we held to a higher standard? Th= +ere was a real culture of 'We're above everyone else.'""=20 +Loyalty had never been prized at Enron, so there was no reason to expect it= + now. An old-fashioned, slow-moving company like Exxon could demand hardshi= +p duty in Baku with the promise of greater rewards down the road. ""But,"" as= + one Houston oilman explains, ""if you have to negotiate a hardship duty wit= +h someone who doesn't have loyalty and has money, then you have a corporati= +on that's better suited for good times than bad."" +As it turned out, that description applied to Jeff Skilling too. As the sto= +ck price stubbornly refused to ascend, he made no secret of his unhappiness= + and frustration. Then, after a trip to visit the families of three employe= +es killed at a plant in England, he had an epiphany: Life was short; for hi= +m, Enron was over. Ever stoic, Ken Lay returned to the CEO's office, named = +a new president, arranged a trip to New York to calm analysts and investors= +, and promised a kinder, gentler Enron in the future. Trading anything and = +everything was out. The company, Lay says, will still innovate but ""innovat= +e much closer to our core."" As for the culture: ""Things like the Performanc= +e Review Committee, I think we could have applied better. By trying to cate= +gorize people into so many different categories, you ended up creating a mo= +rale problem."" +That Skilling's supposedly brilliant colleagues were as shocked at the news= + of his departure as the rest of the business community may be testament to= + their lack of emotional intelligence. Despite Skilling's lengthy tenure wi= +th Enron, he'd always been contemptuous of the long haul; he'd always belie= +ved in cutting losses and moving on. But now that he was abandoning them wh= +en the company was in trouble, it was different. ""Even Jeff's biggest detra= +ctors wouldn't have wanted him to walk out the door,"" one loyalist admits. +But on the day we meet, Skilling is looking forward, not back. ""Look,"" he s= +ays with finality, ""ninety percent of my net worth is in Enron. Were my int= +erests aligned with the shareholders? Absolutely."" +Free of falling stock prices and shareholder pressures, he is nestling hims= +elf back into the world of ideas. His eyes flash as he talks about new tech= +nologies. ""The first wave never gets it right,"" he says. ""The stand-alone d= +ot-coms didn't work, but the technological applications will create a secon= +d wave that will change the world."" Houston, he promises, will become the w= +orld's center of commodity trading, and he intends to be a part of it. In f= +act, he is already shopping for office space. +""This is the second wave, and Enron's got it,"" he says, almost breathless. = +""There are thousands of people running around the streets of Houston that g= +et it."" + + + +Enron Fails to Smooth Things Over +By Peter Eavis +Senior Columnist +TheStreet.com +10/23/2001 01:07 PM EDT +URL: + +Enron (ENE:NYSE - news - commentary) held a special conference call Tuesday= + to address investor concerns that have weighed heavily on its stock.=20 +But worries may persist after the energy trader offered few new details and= + the CEO publicly sparred with a gadfly investor over a shadowy off-balance= + sheet transaction.=20 +The transaction that has drawn most attention in the past week is a complex= + financing that Enron entered into with a partnership called LJM2, which wa= +s led by Enron's finance chief Andrew Fastow. Terminating this arrangement = +led to a $1.2 billion equity reduction in the third quarter. Monday, Enron = +stock plunged 20% after the company said the Securities and Exchange Commis= +sion is probing ""related party transactions."" Executives declined to respon= +d to questions about Fastow's role in the LJM2 partnership on the Tuesday c= +all.=20 +Another key issue is the impact of the equity reduction. The company said o= +n the call that its share count would decline by 60 million in the fourth q= +uarter, due to the termination of the LJM2 financing. But CEO Ken Lay said = +the company wouldn't be increasing its earnings guidance of $1.80 a share f= +or 2001 and $2.15 for 2002.=20 +When a share count drops, earnings per share should normally increase, assu= +ming the earnings number stays constant. The 60 million shares are equivale= +nt to about 6.5% of the company's diluted total in the third quarter. As a = +result, Enron should have raised its per-share profits forecast by about th= +at much, assuming constant earnings.=20 +When asked on the call if earnings per share guidance would be increasing, = +CEO Lay replied that the company had previously increased its guidance for = +this year. He then affirmed the 2002 number.=20 +Now, to be fair, Enron may not be forecasting lower earnings. The planned r= +eduction in shares may simply bring the total share count back close to a l= +evel in the fourth quarter and 2002 that analysts had originally expected. = +Notably, the share count in the third quarter jumped by 20 million, meaning= + a fourth-quarter reduction might not change matters that much. Alternative= +ly, Enron may beat fourth-quarter estimates by 6.5%; perhaps the company ha= +s simply chosen not to increase guidance at this stage, given uncertainties= + in the economy. In any case, more clarity on this matter is clearly needed= +.=20 +Calls to Enron weren't immediately returned. The stock edged up 2% Tuesday = +after falling nearly 40% since last week amid worries about complex off-bal= +ance sheet deals.=20 +The call, arranged after Enron's Monday plunge, contained a lot of queries = +about two trusts, called Marlin II and Whitewing, against which Enron borro= +wed some $3.4 billion. Lay became testy after questioning by Richard Grubma= +n of Boston-based hedge fund Highfields Capital Management. Grubman, who wa= +s called an ""a--hole"" by Enron's former CEO Jeff Skilling on an April confe= +rence call, was trying to find out the value of water assets held by Marlin= + II. The optimal way of paying back money borrowed through the trust is to = +sell the water assets.=20 +Grubman's line of questioning implied that the Marlin assets were worth onl= +y about $100 million, meaning Enron would have to find about $900 million t= +o pay off the Marlin II-related debt. Grubman arrived at $100 million after= + factoring in what he saw as the effects of a third-quarter writedown to wa= +ter assets, some of which are included in Marlin II.=20 +Lay disputed the $100 million number. At one point, he accused Grubman of d= +riving Enron's stock down and monopolizing the Tuesday conference call. In = +the middle of Grubman's comments, Lay told the call operator to go to the n= +ext caller.=20 +Grubman didn't immediately return a call seeking comment.=20 +If Enron has to find $900 million, this can be done by issuing stock or rai= +sing cash on its balance sheet. If the latter route is taken, Enron says it= +'s likely to use asset sales to generate the cash. Enron executives said li= +quidity would be sufficient and detailed at least $3.35 billion in availabl= +e credit lines.=20 +But if Enron's debt-to-capital ratio exceeds 65%, the covenants on some of = +those lines are broken. After the $1.2 billion equity writedown and other c= +harges taken in the third quarter, that ratio is probably about 50%-55% (En= +ron hasn't released a third-quarter balance sheet to arrive at an exact cal= +culation). It would take $3 billion in further writedowns or charges to pus= +h Enron's debt-to-capital ratio up to 65%.=20 + +Stocks=20 +More Static For Enron=20 +Forbes.com staff, Forbes.com +10.23.01, 11:15 AM ET=20 + +NEW YORK - Enron scrambled again to reassure investors this morning, after = +it disclosed yesterday that the U.S. Securities and Exchange Commission had= + asked for information on partnerships run by Chief Financial Officer Andre= +w Fastow and other executives.=20 + +Enron (nyse: ENE ) last week reported a third-quarter loss of $638 million = +after taking $1.01 billion in charges on ill-fated investments. The market = +took that in stride until media reports parsed the earnings announcement an= +d disclosed that $35 million of those losses were connected with the two li= +mited partnerships run by Fastow. Enron shares, which plunged 23% last week= +, nosedived another 21% yesterday. Enron bounced back slightly in morning t= +rading.=20 +The turmoil makes it clearer than ever that the energy trader's problems we= +ren't solved by the recent departure of Chief Executive Jeffrey Skilling.= +=20 + + +AES Says Indian State Interfering In Ops, Complains To PM + +10/23/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) +NEW DELHI (AP)--After Enron Corp. it is the turn of U.S.-based AES Corp. to= + seek the Indian prime minister's help to settle its grievances with a stat= +e government.=20 +In a letter to Atal Bihari Vajpayee, AES Corp.'s President Dennis W. Bakke = +said his company's determination to continue in India was being tested by t= +he government of eastern Orissa state. +The letter, a copy of which was made available to the Associated Press Tues= +day, was dated Oct. 1 and appeared to have been faxed to the office of Prim= +e Minister Atal Bihari Vajpayee.=20 +The Virginia-based energy company operates two power plants in Orissa, hold= +s 49% of the Orissa Power Generation Corp. and manages the main power distr= +ibution company in the state.=20 +AES Corp. is the other major American power company besides Enron Corp. to = +have made big investments in India after the government allowed foreign inv= +estment in the power sector in the early 1990s.=20 +In his letter, Bakke drew Vajpayee's attention to the ""expropriation, repea= +ted contract violations, intimidation ... and direct interference with day-= +to-day management"" by the state government and its agencies. The letter als= +o complained about government-run agencies failing to pay 2.1 billion rupee= +s ($1=3DINR47.985) in bills.=20 +""If the situation faced by AES is not remedied urgently, it will undermine = +the trust and confidence of foreign investors in India,"" Bakke wrote. ""Whil= +e AES still remains committed to India as a country it would very much like= + to serve, our determination to continue is being tested.""=20 +The prime minister's office said it wasn't ready to comment on the report. = +Officials of the Orissa state government weren't available to respond to Ba= +kke's charges in view of a Hindu festival.=20 +AES Corp. has already offered to withdraw from the distribution company - k= +nown as the Central Electricity Supply Company of Orissa. However, it has s= +aid that the company will continue with its interests in electricity genera= +tion.=20 +If AES Corp. decides to pull out completely, it will the third American com= +pany to do so.=20 +Cogentrix Inc. quit a power project in southern India before it was started= +, while Houston-based Enron is in the process of withdrawing from the Dabho= +l Power Project in western Maharashtra state, India's biggest ever foreign = +investment project.=20 +On Sept. 14, Enron Corp. Chairman Kenneth L. Lay wrote a letter to Vajpayee= + threatening legal action to pursue claims of up to $5 billion relating to = +the Dabhol Power Co. dispute and questioned India's ability to honor its co= +ntracts.=20 +Lay had also warned that India may find it hard to attract foreign investor= +s in the future because of the payment dispute with the Dabhol project, whi= +ch stopped production and construction in May. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +U.S.-based AES Corp. complains about harassment from Indian state governmen= +t +By RAJESH MAHAPATRA +Associated Press Writer + +10/23/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. +NEW DELHI, India (AP) - The U.S.-based operator of two Indian power plants = +is seeking the help of Prime Minister Atal Bihari Vajpayee in its battle ag= +ainst alleged corporate intimidation leveled by local government authoritie= +s.=20 +AES Corp. President Dennis W. Bakke addressed the concerns in an Oct. 1 let= +ter to Vajpayee, obtained Tuesday by the Associated Press. +In the letter, the Virginia-based energy company cited the ""expropriation, = +repeated contract violations, intimidation ... and direct interference with= + day-to-day management"" by the local government in the Indian state of Oris= +sa.=20 +AES operates two power plants in Orissa, holds 49 percent of the Orissa Pow= +er Generation Corp. and manages the main power distribution company in the = +state.=20 +The complaint follows a similar appeal made to Vajpayee on Sept. 14 by Enro= +n Corp., the only other major U.S. power company to make big investments in= + India after the government allowed foreign investment in the power sector = +in the early 1990s.=20 +In that case, Enron Chairman Kenneth L. Lay threatened legal action to purs= +ue claims of up to dlrs 5 billion over a dispute with the Dabhol Power Co.,= + and questioned India's ability to honor contracts.=20 +The prime minister's office said it was not ready to comment AES's complain= +t. Officials of the Orissa state government were not available to respond t= +o Bakke's charges.=20 +""If the situation faced by AES is not remedied urgently, it will undermine = +the trust and confidence of foreign investors in India,"" Bakke wrote. ""Whil= +e AES still remains committed to India as a country it would very much like= + to serve, our determination to continue is being tested.""=20 +AES Corp. has already offered to withdraw from the power distribution compa= +ny - known as the Central Electricity Supply Company of Orissa.=20 +If AES Corp. decides to pull out completely, it will the third American com= +pany to do so.=20 +Cogentrix Inc. quit a power project in southern India before it was started= +, while Houston-based Enron is in the process of withdrawing from the Dabho= +l Power Project in western Maharashtra state, India's biggest ever foreign = +investment project.=20 +(rkm/lak/hg)" +"arnold-j/deleted_items/44.","Message-ID: <11161868.1075852689722.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 14:03:57 -0700 (PDT) +From: sally.beck@enron.com +To: dana.davis@enron.com, robert.benson@enron.com, joe.quenet@enron.com, + j..broderick@enron.com, gautam.gupta@enron.com, + paul.thomas@enron.com, joe.stepenovitch@enron.com, + larry.campbell@enron.com, peter.makkai@enron.com, + william.phillips@enron.com, benjamin.rogers@enron.com, + j..sturm@enron.com, russell.ballato@enron.com, + erik.simpson@enron.com, matt.lorenz@enron.com, + don.baughman@enron.com, john.kinser@enron.com, joe.errigo@enron.com, + maria.valdes@enron.com, mike.carson@enron.com, + juan.hernandez@enron.com, miguel.garcia@enron.com, + dean.laurent@enron.com, laura.podurgiel@enron.com, + doug.gilbert-smith@enron.com, jeff.king@enron.com, + m..forney@enron.com, paul.schiavone@enron.com, eric.saibi@enron.com, + harry.arora@enron.com, robert.stalford@enron.com, + steve.wang@enron.com, jaime.gualy@enron.com, hai.chen@enron.com, + lloyd.will@enron.com, tom.may@enron.com, jeffrey.miller@enron.com, + kayne.coulter@enron.com, clint.dean@enron.com, + gerald.gilbert@enron.com, lisa.burnett@enron.com, + jason.choate@enron.com, gretchen.lotz@enron.com, + patrick.hansen@enron.com, bill.rust@enron.com, + corry.bentley@enron.com, l..day@enron.com, w..white@enron.com, + a..allen@enron.com, casey.evans@enron.com, wayne.vinson@enron.com, + andrea.dahlke@enron.com, tim.carter@enron.com, tom.chapman@enron.com, + warrick.franklin@enron.com, michael.mattox@enron.com, + israel.estrada@enron.com, martha.stevens@enron.com, + trang.le@enron.com, patricia.rivera@enron.com, + juana.fayett@enron.com, kim.durham@enron.com, m..grace@enron.com, + jae.black@enron.com, lisa.shoemake@enron.com, + sonia.hennessy@enron.com, claudia.guerra@enron.com, + lisa.kinsey@enron.com, brian.wesneske@enron.com, + cora.pendergrass@enron.com, daniel.haynes@enron.com, + kevin.brady@enron.com, kirk.lenart@enron.com, + margie.straight@enron.com, l..schrab@enron.com, + tammy.gilmore@enron.com, wes.dempsey@enron.com, m.hall@enron.com, + robert.superty@enron.com, chris.ordway@enron.com, + christina.sanchez@enron.com, dan.prudenti@enron.com, + joann.collins@enron.com, meredith.homco@enron.com, + robert.ramirez@enron.com, l..dinari@enron.com, + tamara.carter@enron.com, victor.lamadrid@enron.com, + michael.olsen@enron.com, t..muzzy@enron.com, george.smith@enron.com, + jesse.villarreal@enron.com, lisa.trofholz@enron.com, + daniel.lisk@enron.com, p..adams@enron.com, jan.sutherland@enron.com, + shannon.groenewold@enron.com, shelly.mendel@enron.com, + j..brewer@enron.com, suzanne.christiansen@enron.com, + ted.evans@enron.com, walter.spiegelhauer@enron.com, + alejandra.chavez@enron.com, sladana-anna.kulic@enron.com, + anne.bike@enron.com, bruce.mills@enron.com, + errol.mclaughlin@enron.com, jeff.royed@enron.com, + c..gossett@enron.com, joey.taylor@enron.com, kam.keiser@enron.com, + mog.heu@enron.com, monte.jones@enron.com, d..winfree@enron.com, + m..love@enron.com, scott.palmer@enron.com, john.lavorato@enron.com, + louise.kitchen@enron.com, h..lewis@enron.com, geoff.storey@enron.com, + s..shively@enron.com, trading <.williams@enron.com>, + martin.cuilla@enron.com, l..mims@enron.com, tom.donohoe@enron.com, + brad.mckay@enron.com, f..keavey@enron.com, f..brawner@enron.com, + scott.hendrickson@enron.com, scott.neal@enron.com, + andy.zipper@enron.com, dutch.quigley@enron.com, + john.arnold@enron.com, john.griffith@enron.com, larry.may@enron.com, + mike.maggi@enron.com, fred.lagrasta@enron.com, j..farmer@enron.com, + david.baumbach@enron.com, eric.bass@enron.com, + jim.schwieger@enron.com, joe.parks@enron.com, a..martin@enron.com, + frank.ermis@enron.com, jay.reitmeyer@enron.com, + keith.holst@enron.com, l..gay@enron.com, k..allen@enron.com, + alex.saldana@enron.com, brandee.jackson@enron.com, + ina.rangel@enron.com, d..hogan@enron.com, kimberly.bates@enron.com, + heather.choate@enron.com, john.swinney@enron.com, + shifali.sharma@enron.com, frank.prejean@enron.com, + joel.bennett@enron.com, jason.harding@enron.com, + sheila.glover@enron.com, clara.carrington@enron.com, + reno.casimir@enron.com, todd.hall@enron.com, sheri.thomas@enron.com, + daniel.reck@enron.com, matthew.arnold@enron.com, + christopher.kravas@enron.com, john.ashman@enron.com, + jason.beckstead@enron.com, mike.arendes@enron.com, + mike.perun@enron.com, brad.carey@enron.com, sandy.olitsky@enron.com, + valerie.landry@enron.com, chevondra.auzenne@enron.com, + george.mcclellan@enron.com, chad.pennix@enron.com, + john.massey@enron.com, juan.pazos@enron.com, kevin.mcgowan@enron.com, + lenny.hochschild@enron.com, martin.sonesson@enron.com, + marc.wharton@enron.com, eric.groves@enron.com, + jonathan.whitehead@enron.com, ted.robinson@enron.com, + frank.economou@enron.com, larry.gagliardi@enron.com, + mario.de@enron.com, jim.goughary@enron.com, philip.berry@enron.com, + sarah.mulholland@enron.com, john.wilson@enron.com, + patrick.danaher@enron.com, robert.fuller@enron.com, + lee.jackson@enron.com, wade.hicks@enron.com, craig.story@enron.com, + robert.bogucki@enron.com, lisa.vitali@enron.com, + adam.metry@enron.com, m..elliott@enron.com, j..weaver@enron.com, + alan.engberg@enron.com, l..nowlan@enron.com, + christian.lebroc@enron.com, tomas.tellez@enron.com, + bill.white@enron.com, david.loosley@enron.com, chad.south@enron.com, + j..gasper@enron.com, ina.norman@enron.com, audry.o'toole@enron.com, + valarie.rambin@enron.com, james.posway@enron.com, + mark.tawney@enron.com, elsa.piekielniak@enron.com, + steven.vu@enron.com, sandeep.ramachandran@enron.com, + eduardo.gil@enron.com, michael.nguyen@enron.com, + claudio.ribeiro@enron.com, huy.dinh@enron.com, bob.crane@enron.com, + mike.tamm@enron.com, clinton.comeaux@enron.com, r..conner@enron.com, + john.daniel@enron.com, erik.deadwyler@enron.com, + jay.epstein@enron.com, robert.richard@enron.com, + greg.hermans@enron.com, kevin.o'donnell@enron.com, + sean.keenan@enron.com, shari.mao@enron.com, chad.ihrig@enron.com, + wesley.wilder@enron.com, tim.asterman@enron.com, + lori.haney@enron.com, l..morris@enron.com, jerry.newton@enron.com, + nick.zacouras@enron.com +Subject: Enron Center South (ECS) Move Back-up Plan +Cc: greg.piper@enron.com, mark.pickering@enron.com, andrew.parsons@enron.com, + r..harrington@enron.com, martin.bucknell@enron.com, + jenny.rub@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: greg.piper@enron.com, mark.pickering@enron.com, andrew.parsons@enron.com, + r..harrington@enron.com, martin.bucknell@enron.com, + jenny.rub@enron.com +X-From: Beck, Sally +X-To: Davis, Dana , Benson, Robert , Quenet, Joe , Broderick, Paul J. , Gupta, Gautam , Thomas, Paul , Stepenovitch, Joe , Campbell, Larry , Makkai, Peter , Phillips, William , Rogers, Benjamin , Sturm, Fletcher J. , Ballato, Russell , Simpson, Erik , Lorenz, Matt , Baughman Jr., Don , Kinser, John , Errigo, Joe , Valdes, Maria , Carson, Mike , Hernandez, Juan , Garcia, Miguel , Laurent, Dean , Podurgiel, Laura , Gilbert-smith, Doug , King, Jeff , Forney, John M. , Schiavone, Paul , Saibi, Eric , Arora, Harry , Stalford, Robert , Wang, Steve , Gualy, Jaime , Chen, Hai , Will, Lloyd , May, Tom , Miller, Jeffrey , Coulter, Kayne , Dean, Clint , Gilbert, Gerald , Burnett, Lisa , Choate, Jason , Lotz, Gretchen , Hansen, Patrick , Rust, Bill , Bentley, Corry , Day, Smith L. , White, Stacey W. , Allen, Thresa A. , Evans, Casey , Vinson, Donald Wayne , Dahlke, Andrea , Carter, Tim , Chapman, Tom , Franklin, Warrick , Mattox, Michael , Estrada, Israel , Stevens, Martha , Le, Trang , Rivera, Patricia , Fayett, Juana , Durham, Kim , Grace, Rebecca M. , Black, Tamara Jae , Shoemake, Lisa , Hennessy, Sonia , Guerra, Claudia , Kinsey, Lisa , Wesneske, Brian , Pendergrass, Cora , Haynes, Daniel , Brady, Kevin , Lenart, Kirk , Straight, Margie , Schrab, Mark L. , Gilmore, Tammy , Dempsey, Wes , Hall, Bob M , Superty, Robert , Ordway, Chris , Sanchez, Christina , Prudenti, Dan , Collins, Joann , Homco, Meredith , Ramirez, Robert , Dinari, Sabra L. , Carter, Tamara , Lamadrid, Victor , Olsen, Michael , Muzzy, Charles T. , Smith, George , Villarreal, Jesse , Trofholz, Lisa , Lisk, Daniel , Adams, Jacqueline P. , Sutherland, Jan , Groenewold, Shannon , Mendel, Shelly , Brewer, Stacey J. , Christiansen, Suzanne , Evans, Ted , Spiegelhauer, Walter , Chavez, Alejandra , Kulic, Sladana-Anna , Bike, Anne , Mills, Bruce , McLaughlin Jr., Errol , Royed, Jeff , Gossett, Jeffrey C. , Taylor, Joey , Keiser, Kam , Heu, Mog , Jones, Monte , Winfree, O'Neal D. , Love, Phillip M. , Palmer, B. Scott , Lavorato, John , Kitchen, Louise , Lewis, Andrew H. , Storey, Geoff , Shively, Hunter S. , Williams, Jason (Trading) , Cuilla, Martin , Mims, Patrice L. , Donohoe, Tom , Mckay, Brad , Keavey, Peter F. , Brawner, Sandra F. , Hendrickson, Scott , Neal, Scott , Zipper, Andy , Quigley, Dutch , Arnold, John , Griffith, John , May, Larry , Maggi, Mike , Lagrasta, Fred , Farmer, Daren J. , Baumbach, David , Bass, Eric , Schwieger, Jim , Parks, Joe , Martin, Thomas A. , Ermis, Frank , Reitmeyer, Jay , Holst, Keith , Gay, Randall L. , Allen, Phillip K. , Saldana, Alex , Jackson, Brandee , Rangel, Ina , Hogan, Irena D. , Bates, Kimberly , Choate, Heather , Swinney, John , Sharma, Shifali , Prejean, Frank , Bennett, Joel , Harding, Jason , Glover, Sheila , Carrington, Clara , Casimir, Reno , Hall, D. Todd , Thomas, Sheri , Reck, Daniel , Arnold, Matthew , Kravas, Christopher , Ashman, John , Beckstead, Jason , Arendes, Mike , Perun, Mike , Carey, Brad , Olitsky, Sandy , Landry, Valerie , Auzenne, Chevondra , Mcclellan, George , Pennix, Chad , Massey II, John , Pazos, Juan , Mcgowan, Kevin , Hochschild, Lenny , Sonesson, Martin , Wharton, Marc , Groves, Eric , Whitehead, Jonathan , Robinson, Ted , Economou, Frank , Gagliardi, Larry , De La Ossa, Mario , Goughary, Jim , Berry, Philip , Mulholland, Sarah , Wilson, John , Danaher, Patrick , Fuller, Robert , Jackson, Lee , Hicks, W. Wade , Story, S. Craig , Bogucki, Robert , Vitali, Lisa , Metry, Adam , Elliott, Steven M. , Weaver, Vickie J. , Engberg, Alan , Nowlan Jr., John L. , LeBroc, Christian , Tellez, Tomas , White, Bill , Loosley, David , South, Chad , Gasper, Michael J. , Norman, Ina , O'toole, Audry , Rambin, Valarie , Posway, James , Tawney, Mark , Piekielniak, Elsa , Vu, Steven , Ramachandran, Sandeep , Gil, Eduardo , Nguyen, Michael , Ribeiro, Claudio , Dinh Le, Huy , Crane, Bob , Tamm, Mike , Comeaux, Clinton , Conner, Andrew R. , Daniel, John , Deadwyler, Erik , Epstein, Jay , Richard, Robert , Hermans, Greg , O'Donnell, Kevin , Keenan, Sean , Mao, Shari , Ihrig, Chad , Wilder, Wesley , Asterman, Tim , Haney, Lori , Morris, Stella L. , Newton, Jerry , Zacouras, Nick +X-cc: Piper, Greg , Pickering, Mark , Parsons, Andrew , Harrington, Stephen R. , Bucknell, Martin , Rub, Jenny +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + +A backup seat and a backup computer have been assigned to you. Please read this communication in detail. + + +Purpose: Net Works has developed a backup plan for possible work stoppages after moving to the new building. A wider business continuity plan will be rolled out next year. + +Location: Large areas of the 30th and 31st floors of the current building, Enron Center North, will be set aside for recovery purposes. Your name has been put on the list and you will be notified once the seat assignments are finalized. Locations will also be posted at the entryways on the 30th and 31st floors. + +Timing. Through November, backup seats assignments will be announced as each trading group moves to the new building. The backup seats will be available at least to January 1st. + +Testing. Test times to try the backup PC and to familiarize yourself with your backup location will be announced by the IT team as the locations are finished. + +Telephones. Only regular phones will be available. For those with speed dial phones, the IT team will download the numbers and leave them on a piece of paper at your seat assignment. Because the numbers change frequently, we ask that you rely on keeping track of the numbers yourself and use the number lists as a last resort. + +Other supplies. The IT team is not responsible for non-technical or special needs. If you rely on hard copy forms, address books, etc, you will need to be sure to leave appropriate supplies when you test the computer, or bring supplies along if you are asked to move to your backup seat. + +Limited Access. The backup floor is not meant as a backup day-to-day work environment. To keep the equipment functioning and secure, we plan to limit access except for test times and if we need to invoke the plan because of a work stoppage. + +Escalation Procedures. The plan will be as follows: + +I. During regular business hours + +A. Announcement. You will be notified via the PA system if you need to move to the backup location. + +-OR- + +B. No Announcement. If an obvious problem like a fire or power shutdown occurs, for example, all personnel with a seat assignment will be expected to make their way to their backup seat without notification. + + +II. After hours + +For after hours issues, greeters will announce the move to the backup location as people arrive to work. E-mails and voice mails will also be distributed. + +" +"arnold-j/deleted_items/440.","Message-ID: <29692221.1075852704059.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 19:27:26 -0700 (PDT) +From: partner-news@amazon.com +To: jarnold@ei.enron.com +Subject: Save $5 on Business & Investing e-Book Downloads +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Amazon.com"" @ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE] + + +[IMAGE] + + + As someone who's purchased Business & Investing books at Amazon.com, you're invited to save $5 the first time you download any e-book--including hundreds of insightful Business & Investing titles--using Microsoft Reader 2.0. It's quick. It's easy. And best of all, you can be reading in minutes. Get started now . Download and activate Microsoft Reader 2.0 for free. And get $5 off your first e-book. [IMAGE] [IMAGE] [IMAGE] + + + We hope you enjoyed receiving this message. However, if you'd rather not receive future e-mails of this sort from Amazon.com, please visit your Amazon.com account page . Under the Your Account Settings heading, click the ""Update your communication preferences"" link. + + +Please note this e-mail was sent to the following address: jarnold@ei.enron.com + + + " +"arnold-j/deleted_items/441.","Message-ID: <15660844.1075852704081.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 07:21:33 -0700 (PDT) +From: amy.cavazos@enron.com +To: john.arnold@enron.com +Subject: RE: Vacation.....Cancellation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Cavazos, Amy +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Well, that was a quick vacation! Monday is NX1, for some reason I was thinking NX1 was Friday....will reschedule. Thanks. + +-----Original Message----- +From: Arnold, John +Sent: Monday, October 22, 2001 11:22 PM +To: Cavazos, Amy +Subject: RE: Vacation + + +okey-dokey + +-----Original Message----- +From: Cavazos, Amy +Sent: Mon 10/22/2001 3:48 PM +To: Arnold, John +Cc: +Subject: Vacation + + + +Since I still have 3 weeks vacation remaining, I've scheduled 2 days vacation for Monday and Tuesday (Oct 29 and 30), and I'll take 3 more days before the end of the year and just rollover 2 weeks into next year. I'll inform the appropriate parties. Thanks! + +P.S......still averaging between 0-2 changes per month!!! " +"arnold-j/deleted_items/442.","Message-ID: <10842460.1075852704104.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 15:55:32 -0700 (PDT) +From: karen.buckley@enron.com +To: john.arnold@enron.com, m..forney@enron.com, frank.ermis@enron.com +Subject: Trading Track Interviews +Cc: adrianne.engler@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: adrianne.engler@enron.com +X-From: Buckley, Karen +X-To: Arnold, John , Forney, John M. , Ermis, Frank +X-cc: Engler, Adrianne +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John/John/Frank + +As we are approaching the November 1st Trading Track interview dates, we need to finalize the reminder of the external candidate's initial screen. + +Can you please provide me with your feedback/status. If we need to re-assign your candidates to other traders please let me know by return. + +Thanks, + +Karen +x54667" +"arnold-j/deleted_items/443.","Message-ID: <28673463.1075852704130.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 16:19:17 -0700 (PDT) +From: karen.buckley@enron.com +To: k..allen@enron.com, john.arnold@enron.com, c..aucoin@enron.com, + don.black@enron.com, corry.bentley@enron.com, dana.davis@enron.com, + chris.gaskill@enron.com, c..gossett@enron.com, + mike.grigsby@enron.com, rogers.herndon@enron.com, + a..martin@enron.com, jim.meyn@enron.com, ed.mcmichael@enron.com, + scott.neal@enron.com, m..presto@enron.com, jim.schwieger@enron.com, + s..shively@enron.com, j..sturm@enron.com, robert.superty@enron.com, + lloyd.will@enron.com +Subject: Trading Track (ENA) +Cc: john.lavorato@enron.com, louise.kitchen@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.lavorato@enron.com, louise.kitchen@enron.com +X-From: Buckley, Karen +X-To: Allen, Phillip K. , Arnold, John , Aucoin, Berney C. , Black, Don , Bentley, Corry , Davis, Mark Dana , Gaskill, Chris , Gossett, Jeffrey C. , Grigsby, Mike , Herndon, Rogers , Martin, Thomas A. , Meyn, Jim , McMichael Jr., Ed , Neal, Scott , Presto, Kevin M. , Schwieger, Jim , Shively, Hunter S. , Sturm, Fletcher J. , Superty, Robert , Will, Lloyd +X-cc: Lavorato, John , Kitchen, Louise +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +All, + +We have 16 internal and 8 external candidates been interviewed for the ENA Trading Track November 1st. Please advise if you would like to make any final recommendations on internal candidates to be interviewed. + + +Internal Candidates: + +Benke Terrell +Burt, Bart +Freeman, Scott +Giron, Gustavo +Hamlin Mason +Huang Jason +Hull Bryan +Jennaro Jason +Lenart Kirk +Lieskovsky Jozef +Ordway Chris +Pan Steve +Royed Jeff +Saavas Leonidas +Schlesenger Laura +Sell, Max + +Total: 16 + + + +External Candidates: +Fred Baloutch +Randy Hebert +Ferando Leija +Agustin leon +Zoya Raynes +Carl Zavattieri +Eric Moncada +Gabe Weinart + +Total: 8 + +NB: Awaiting feedback from 3 traders on 6 remaining external candidates. +" +"arnold-j/deleted_items/444.","Message-ID: <6142844.1075852704154.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 15:24:22 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Trading Track Contact +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Adrianne Engler" +"arnold-j/deleted_items/445.","Message-ID: <29361292.1075852704187.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 10:22:28 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron Asks Citigroup for $750 Mln Loan, People Say (Update1) +Bloomberg, 10/23/01 + +Enron Corp. Cut to `Reduce' at Edward Jones +Bloomberg, 10/23/01 + +Enron CFO: Company Has Sufficient Liquidity +Dow Jones News Service, 10/23/01 +Enron says shareholders' 'best interests' were sought in all LJM dealings +AFX News, 10/23/01 +US class action suit filed against Enron for misleading statements +AFX News, 10/23/01 +Word of SEC probe puts Enron into deep dive: Problems mount +National Post, 10/23/01 +City - SEC inquiry sparks Enron share fall. +The Daily Telegraphm 10/23/01 +Shares of Enron Plummet 21% Energy: SEC requests information from company on series of unusual financial deals tied to executive. +Los Angeles Times, 10/23/01 + + + +Enron Asks Citigroup for $750 Mln Loan, People Say (Update1) +2001-10-23 10:11 (New York) + +Enron Asks Citigroup for $750 Mln Loan, People Say (Update1) + + (Adds comment from CFO Fastow in fourth paragraph, Enron's +short-term borrowing rates in seventh paragraph.) + + New York, Oct. 23 (Bloomberg) -- Enron Corp., the biggest +energy trader, has asked Citigroup Inc. to arrange a $750 million +loan, ensuring access to credit if the embattled company is cut +off from money markets, say people familiar with the matter. + + Enron's shares and bonds plunged yesterday after the company +said the Securities and Exchange Commission was probing its +finances. The Houston-based business, whose stock has fallen 75 +percent this year amid concerns about failed investments, depends +on a $3 billion commercial paper, or short-term debt, program to +finance day-to-day operations. + + Earlier this month, Moody's Investors Service placed all $13 +billion of the company's long-term debt securities on watch for +possible downgrade. As a second-tier commercial paper borrower, +any drop in its rating may cut off Enron from the commercial paper +market and raise the costs of short-term debt. + + ``We understand that our credit rating is critical to both +the capital markets and our counterparties,'' Enron's Chief +Financial Officer Andrew Fastow said on a conference call today. +He said Enron has $3.5 billion available on bank credit lines, +giving it enough cash to operate normally. + + Enron shares rose as much as 12.6 percent during the call to +$23.25. They pared the gain to $21.80, up $1.15. + + Dan Noonan, a spokesman for Citigroup's Citibank NA unit, +declined to comment. Mark Palmer, a spokesman for Enron, declined +to comment. + + Commercial Paper Rates + + Enron was paying 3.15 percent to issue commercial paper until +Oct. 31, which is as much as 15 basis points more than companies +with the same ``A2/P2'' short-term credit ratings that are not on +credit watch. Enron's short-term debt is not on review for a +possible downgrade. + + Enron has previously turned to Citigroup for finance and +advice. In 1999, Citigroup's Salomon Smith Barney unit advised the +company on its $1.45 billion acquisition of three natural gas- +fired power plants from Cogen Technologies Inc. Citibank, along +with J.P. Morgan Chase & Co., this year arranged a $1.75 billion +loan. + + Earlier this week, an investor sued Enron, saying two +partnerships cost the company $35 million and Fastow's leadership +of them was a conflict of interest. + + The SEC has asked Enron about partnerships and affiliated +companies headed by Fastow. Dismantling some of the partnerships +would cost Enron or its shareholders as much as $3 billion, Ray +Niles, a Salomon Smith Barney analyst, wrote in a report to +investors. + + Enron created partnerships and affiliated companies to buy +and sell assets such as power plants to lower the debt on its +books. + + Investors said they were concerned that Enron may be forced +to dismantle the affiliated companies by paying off the owners in +cash or stock. Chief Executive Ken Lay said last week he may have +to ``unravel'' agreements that created the companies if Enron's +debt ratings fall too far. + +--Mark Lake in the New York newsroom (212) 893-5989 or + + +Enron Corp. Cut to `Reduce' at Edward Jones +2001-10-23 11:42 (New York) + + Princeton, New Jersey, Oct. 23 (Bloomberg Data) -- Enron Corp. (ENE US) +was downgraded to ``reduce'' from ``accumulate'' by analyst Zach Wagner at +Edward Jones. + +--Michael O. Donohue in Princeton, New Jersey, (+1)609-279-3756. + + + +Enron CFO: Company Has Sufficient Liquidity +By Christina Cheddar +Of DOW JONES NEWSWIRES + +10/23/2001 +Dow Jones News Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -(Dow Jones)- Enron Corp. (ENE) Chairman and Chief Executive Kenneth Lay said the company had procedures in place to avoid conflicts of interest in dealings between Enron and partnerships that were set up and run by its chief financial officer, Andrew Fastow. +Last week, the Securities and Exchange Commission asked the Houston energy trading company to provide additional information about the partnerships, which Enron said were off-balance sheet financing vehicles used to hedge against fluctuations in the market. +In a conference call held Monday to discuss investor concerns about the SEC investigation and related matters, Lay said there was a ""Chinese wall"" in place to protect the interest of Enron shareholders. +The procedures were ""rigorously followed,"" Lay said. +In previous filings with the SEC, Enron said the terms of the transactions with the partnerships were ""reasonable compared to those which could have been negotiated with unrelated third parties."" +Fastow resigned from the partnerships, which were known as LJM Cayman LP and LJM2 Co-Investments LP in late July. +The company also is involved in other off-balance sheet financing vehicles, including Marlin Water Trust II and Whitewing. +During the conference call, investors said they were frustrated by the complex nature of the trusts, and asked for more information. +Lay said the company would be providing a list of ""Frequently Asked Questions"" on its Web site later Tuesday that may provide more details. +After Enron disclosed the SEC investigation Monday, the company's stock sunk to its lowest level in 52 weeks, $19.67. Enron shares were recently trading up 47 cents, or 2.3%, at $21.12, in brisk volume that has already surpassed its average daily turnover of 6.3 million shares. +Lay said he was ""extremely disappointed"" in the current stock price. +""Our businesses are performing very well and we are continuing to conduct business,"" he said. + +During the conference call, Enron officials declined to specify Fastow's role in the partnership, citing the ongoing SEC investigation and a derivative lawsuit filed against Enron that alleges its board breached its fiduciary duties by allowing Fastow to create and run the partnerships. +Enron officials also addressed concerns that investors had about the potential need to issue additional Enron stock. +Under certain circumstances, for example, if both Enron's stock and credit rating fall to certain levels, the company would need to issue additional shares to the partnerships, diluting the holdings of current shareholders. +Enron officials declined to say how much dilution would occur under a ""worst-case scenario."" +However, the officials said they doubted there would be a need to issue the additional stock because the company plans to work with the credit-rating agencies to prevent such an event. +Moody's put Enron on watch for a downgrade of its long-term debt last week after the company announced a $1 billion third-quarter write-off that produced a $618 million loss. +According to Lay, Enron's debt rating would need to fall several notches to below investment grade in order to trigger the need to issue more stock. +""We are committed to maintaining our ratings,"" Lay said. ""Moody's said they would work with us,"" he added. +Furthermore, Fastow said, Enron expects to have ""sufficient liquidity"" to meet all its capital requirements. + +Enron's efforts to unwind the LJM partnerships contributed to a reduction of $1.2 billion in shareholder equity. However, Enron's Lay said the lower number of shares outstanding wouldn't affect the company's earnings outlook. +Enron has said it expects to earn $1.80 a share in 2001 and $2.15 a share in 2002. The numbers are in line with the consensus estimates reported by Thomson Financial/First Call. +""Despite the economy going softer, we think we can meet that,"" Lay said. +-By Christina Cheddar, Dow Jones Newswires; 201-938-5166; christina.cheddar@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron says shareholders' 'best interests' were sought in all LJM dealings + +10/23/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +NEW YORK (AFX) - Enron Corp said it sought the ""best interests"" of its shareholders in all its dealings with LJM Cayman LP and LJM2 Co-Investment LP, two partnerships which were set-up and run until recently by Enron chief financial officer Andrew Fastow. +""The board (of Enron) was fully aware and kept a real Chinese wall between Enron and LJM. Enron's shareholders best interests were sought in all LJM dealings,"" said Enron chief executive officer Kenneth Lay, in a conference call with analysts. +The company scheduled the call after Enron's stock slid 21 pct yesterday, when it revealed the Securities and Exchange Commission asked the company to provide information on certain related-party transactions. +Overnight, two class action lawsuits were launched by shareholders against Enron and its officers, alleging that operating results were also ""materially overstated"" as a result of the company failing to timely write-down the value. +In its third-quarter results last week, Enron announced a charge of 1.01 bln usd, of 1.11 usd per share, and an incremental 1.2 bln usd reduction in stockholders' equity, related to the unwinding of investments with the LJM partnerships. +According to the Wall Street Journal, Fastow resigned from the partnerships in July, due to growing suspicion over potential conflicts of interests. +During the call, Lay said that he, and Enron's board of directors, have ""the highest faith and confidence in (Fastow)."" +Lay also said the company remained confident that its current liquidity position allows it to meet all its obligations, and is confident of the outlook for its corporate rating. +Analysts have raised the possibility that, should Enron's credit rating and stock price continue to fall, the company may be obligated to issue millions of new shares to meet obligations with other entities it deals with. +ng/cml For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +US class action suit filed against Enron for misleading statements + +10/23/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +NEW YORK (AFX) - Milberg Weiss Bershad Hynes & Lerach LLP law firm said it filed a class action lawsuit yesterday against Enron Corp alleging that it issued misleading statements between Jan 18, 2000 and Oct 17, 2001, thereby inflating the company's share price artificially. +The suit was filed on behalf of Enron shareholders between the above period and is pending in the US District Court in Houston against Enron Corp, Enron CEO Kenneth Lay, former Enron CEO Jeffrey Skilling, who resigned recently, and Enron chief financial officer Andrew Fastow. +The suit claims that Enron issued statements which failed to disclose that the company was experiencing a declining demand for bandwidth and that its efforts to create a trading market for bandwidth failed because many market participants were not creditworthy. +The company's operating results were also ""materially overstated as result of the company failing to timely write-down the value of its investments with certain limited partnerships"" managed by the company's CFO. The suit additionally alleges that Enron was failing to write-down impaired assets on a timely basis in accordance with GAAP. +On Oct 16, Enron announced unexpectedly that it was taking third quarter non-recurring charges of 1.01 bln after-tax, or 1.11 usd per share, which it later revealed was due largely to the unwinding of investments with certain limited partnerships controlled by Enron's chief financial officer. Enron also announced it was cutting shareholder equity by 1.2 bln usd. +Enron's share price consequently fell sharply. During the class period, Enron insiders disposed of 73 mln usd of personally-held Enron common stock. +Holders of Enron stock between the class period in question may request appointment as a lead plaintiff no later than Dec 21, Milberg Weiss said. +Yesterday, Enron announced that the Securities and Exchange Commission has requested that it provide information regarding certain related party transactions. +jkm/shw For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Financial Post: News +Word of SEC probe puts Enron into deep dive: Problems mount +David Howard Sinkman +Reuters + +10/23/2001 +National Post +National +FP2 +(c) National Post 2001. All Rights Reserved. + +NEW YORK - Shares of Enron Corp. slumped more than 20% yesterday after it said U.S. regulators are looking into company transactions, another blow to a company whose chief executive resigned in August. +A spokesman for North America's biggest buyer and seller of natural gas and electricity declined to discuss an inquiry by the U.S. Securities Exchange Commission, but said it was cooperating. +The SEC also declined to outline details of its inquiry. +Investor confidence in the company has been rocked by reports from The Wall Street Journal about its relationship with two limited partnerships that were run until recently by Enron's chief financial officer, Andrew Fastow. +The company also reported last week its first quarterly loss in more than four years, and took US$1.01-billion in charges and writedowns on ill-fated investments. +Problems at Enron surfaced two months ago when CEO Jeff Skilling resigned after six months at the helm. +Enron shares declined US$5.49, or 21%, to US$20.56 in afternoon trade on the New York Stock Exchange yesterday, shaving off almost US$4.2-billion of its market capitalization. +The stock, the biggest decliner by percentage loss on the NYSE, fell as much as 22.8% yesterday, when it opened at its lowest level since September 1998. +Enron declined to comment on whether the SEC's inquiry into ""certain related-party transactions"" involved the partnerships. +""Related-party transactions"" is the heading used by Enron in its 1999 and 2000 annual reports to discuss dealings with its limited partnerships, LJM Cayman LP and the larger LJM2 Co-Investment LP, which engaged in complex hedging transactions involving company assets worth hundreds of millions of dollars. +Mr. Fastow severed his ties with the partnerships in June. LJM was set up in June 1999 for energy-related investments, and LJM2 in December 1999 for energy- and communication-related investments. +The Journal reported US$35-million of its third-quarter loss of US$638-million were connected with the limited partnerships +Curt Launer, an analyst at Credit Suisse First Boston, said investors should question Enron's use of real value accounting when the value of certain assets, ""most notably in telecommunications,"" have declined precipitously. +""Investors have had several opportunities to question Enron's credibility and at each of those turns the share price has declined,"" Launer said. +Some analysts, though, cautioned against assuming fire when there might only be smoke. +""This is an inquiry, not an investigation, and I cannot imagine Enron's attorneys or accountants would allow it do to something illegal,"" said Merrill Lynch analyst Donato Eassey. +""It's easy for the market to kick a company when its down, but these challenges do not last for a solid company, and we think Enron is one."" +The price of shares in the company is down 75% this year. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +City - SEC inquiry sparks Enron share fall. +By Simon English. + +10/23/2001 +The Daily Telegraph +P31 +(c) Telegraph Group Limited, London, 2001 + +in New York +ENRON, the American power giant, saw its shares slump by a fifth yesterday after it revealed that the top financial watchdog is delving into firms managed by chief financial officer Andrew Fastow. +The Securities and Exchange Commission is requesting details of deals between the company and limited partnerships with which Mr Fastow has, or had, links. +Enron chairman Kenneth Lay said in a statement: ""We welcome this request. We will co-operate fully and look forward to the opportunity to put any concern about these transactions to rest."" +Questions were raised last week on Wall Street after the company announced a write-down of more than $1 billion due to failed investments in telecoms and other businesses. +The disclosure alarmed investors and sent the already battered shares down 23pc. Yesterday they fell another $5.30 ( #3.80) to $20.75 in early trading. +According to the annual report the ""related party transactions"", as Enron describes them, took place in 1999 and 2000, resulting in losses of $16m and $36m respectively. +Mr Lay said that auditors approved the deals, but would not give further details of what they were. +They are understood to have been hedging transactions against Enron shares and other assets made by partnerships called LJM Cayman LP and LJM2 Co-Investment JP. +""We believe everything that needed to be considered and done in connection with these transactions was considered and done,"" added Mr Lay. +The relationship between the investment losses and the SEC probe is not clear, though the inquiry seems to focus on the partnerships responsible for the hedging transactions. +Enron owns Teesside Power Station and Wessex Water in Britain and is the largest trader of natural gas in the US. Investors are concerned that the probe and the continued uncertainty about the extent of the problem will harm the company's credit rating. +An Enron spokesman said Mr Fastow continues to work and is not under any suspicion. +The SEC inquiry is ""informal"", says the company. The watchdog contacted Enron last Wednesday, the day of the results announcement. The SEC declined to comment. +Enron made a loss of $638m in the third quarter, its first in over four years. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Business; Financial Desk +Shares of Enron Plummet 21% Energy: SEC requests information from company on series of unusual financial deals tied to executive. +NANCY RIVERA BROOKS +TIMES STAFF WRITER + +10/23/2001 +Los Angeles Times +Home Edition +C-1 +Copyright 2001 / The Times Mirror Company + +Shares of Enron Corp. set a 52-week low Monday on word that the Securities and Exchange Commission had asked for information about a complex series of financial transactions between the Houston-based energy giant and an investment partnership tied to a company executive. +Enron, the world's largest energy trader, said it had voluntarily provided information on ""certain related-party transactions"" that had been previously disclosed to the SEC. +""We welcome this request,"" said Kenneth L. Lay, Enron chairman and chief executive. +""We will cooperate fully with the SEC and look forward to the opportunity to put any concern about these transactions to rest,"" he said. +The SEC request is the latest in a parade of bad news for Enron, which has seen investments sour in telecommunications, retail electricity sales and water. +Investors have battered the company's stock, which once sold for nearly $85 a share in the last year, and many have criticized Enron's stingy meting out of financial information. But several Wall Street analysts remain upbeat on the stock, noting that the bulk of its businesses continue to thrive despite the growing economic downturn. +In August, Enron Chief Executive Jeffrey K. Skilling, one of the main architects of the company's strategy of shedding physical assets in search of trading profit, stunned Wall Street by resigning. +Skilling cited personal, family-related reasons, but later he acknowledged that the precipitous plunge in the company's stock price contributed to his departure. +On Monday, Enron shares plunged $5.40, or nearly 21%, to close at $20.65 on the New York Stock Exchange. +Enron's stock has lost nearly 40% of its value in the last week since it reported a surprise third-quarter loss of $618 million after $1.01 billion in charges reflecting the costs of recent failed investments. +But the charge also included $35 million related to what Enron described only as the ""early termination during the third quarter of certain structured finance arrangements with a previously disclosed entity."" +In a conference call with securities analysts about the earnings, the company mentioned that it had repurchased 55 million shares as part of the dissolution of its participation in the transactions. +But investors were stunned when stories last week in the Wall Street Journal detailed that the transactions were with a limited partnership organized by Andrew S. Fastow, Enron's chief financial officer, and that Enron had whittled $1.2 billion off its shareholder equity as it repurchased the shares and canceled a $1.2-billion note it had received from the partnership. Shareholder equity now stands at $9.5 billion. +The limited partnership, called LJM2, and Fastow reaped millions of dollars of profit through complex hedging transactions that involved Enron assets and stock, the Journal reported. +Lay said the transactions were reviewed by auditors and lawyers inside and outside the company and that the company board was fully informed. +A shareholder lawsuit charging that Enron's directors violated their fiduciary duty already has been filed in Texas state court. +Many companies set up limited partnerships for tax purposes, but it is unusual to allow company executives to run them, analyst say. +Investors also are upset by the unusually zealous way that Enron has guarded financial information, making it difficult to analyze the company's complex web of businesses. +And many are not confident that all the bad news has been released. +Analyst M. Carol Coale, who follows Enron and other energy companies for Prudential Securities in Houston, downgraded Enron to a ""hold"" from a ""buy"" rating Monday out of such frustration. +Coale said she has been getting misinformation or no information out of Enron. +But Bob Christensen, energy analyst with First Albany Corp., said that despite Enron's recent difficulties, the bulk of the business remains strong. +""I continue to tell investors that 70% of this company's business is growing at a 26% rate, and that was in the third quarter when this country had a very sharp economic slowdown going on,"" he said. +Investors are panicking because of a ""bad news story that doesn't reflect reality,"" said Jon Kyle Cartwright, senior energy analyst with the Raymond James & Associates brokerage firm in St. Petersburg, Fla. +""They are the world's largest energy trader, and they are very good at that,"" Cartwright said. +""The reality is that everything is fine here,"" although more charges, perhaps $500 million worth, are expected in the next few quarters, related to businesses that Enron is selling. + +GRAPHIC: Losing Its Spark / Los Angeles Times; +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/446.","Message-ID: <23771274.1075852704211.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 05:50:09 -0700 (PDT) +From: daryl.dworkin@americas.bnpparibas.com +To: daryl.dworkin@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: daryl.dworkin@americas.bnpparibas.com@ENRON +X-To: daryl.dworkin@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Good Morning, + +Just a reminder to get your AGA estimates in by Noon EST (11:00 CST). + +Last Year +71 +Last Week +63 + + +Thank You, +Daryl Dworkin +BNP PARIBAS Commodity Futures, Inc. + + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/447.","Message-ID: <24749355.1075852704234.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 05:32:54 -0700 (PDT) +From: bill.white@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: White, Bill +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I wanted to see how they would handle themselves - glad i did. I guess Schweig did all the yelling for everyone.... + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 23, 2001 8:23 AM +To: White, Bill +Subject: + +do you want to go to learn what happened or do you want to go yell at those guys/see those guys get yelled at?" +"arnold-j/deleted_items/448.","Message-ID: <21679798.1075852704272.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 05:22:33 -0700 (PDT) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, scott.neal@enron.com, s..shively@enron.com, + k..allen@enron.com, f..calger@enron.com, david.duran@enron.com, + brian.redmond@enron.com, john.thompson@enron.com, + rob.milnthorp@enron.com, wes.colwell@enron.com, sally.beck@enron.com, + david.oxley@enron.com, joseph.deffner@enron.com, + shanna.funkhouser@enron.com, eric.gonzales@enron.com, + j.kaminski@enron.com, larry.lawyer@enron.com, + chris.mahoney@enron.com, thomas.myers@enron.com, l..nowlan@enron.com, + beth.perlman@enron.com, a..price@enron.com, daniel.reck@enron.com, + cindy.skinner@enron.com, scott.tholan@enron.com, + gary.taylor@enron.com, heather.purcell@enron.com, + jeff.andrews@enron.com, lucy.ortiz@enron.com, + josey'.'scott@enron.com, kevin.mcgowan@enron.com, + cathy.phillips@enron.com, georganne.hodges@enron.com, + deb.korkmas@enron.com, kay.young@enron.com, laurie.mayer@enron.com, + stanley.cocke@enron.com, larry.gagliardi@enron.com, + jean.mrha@enron.com, a..gomez@enron.com, s..friedman@enron.com, + kathie.grabstald@enron.com, d..baughman@enron.com, + tricoli'.'carl@enron.com, ward'.'charles@enron.com, + crook'.'jody@enron.com, arnell'.'doug@enron.com, + alan.aronowitz@enron.com, neil.davies@enron.com, + ellen.fowler@enron.com, gary.hickerson@enron.com, + david.leboe@enron.com, randal.maffett@enron.com, + george.mcclellan@enron.com, stuart.staley@enron.com, + mark.tawney@enron.com, m..presto@enron.com, karin.williams@enron.com +Subject: We need news! +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Neal, Scott , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E , Weatherford, April , Ervin, Lorna +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +LAST CALL for BUSINESS HIGHLIGHTS AND NEWS for this week's EnTouch +Newsletter. + +Please submit your news by noon today. + + +Thanks! +Kathie Grabstald +x 3-9610 + +" +"arnold-j/deleted_items/449.","Message-ID: <4788330.1075852704296.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 05:14:05 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/24 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude22.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas22.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil22.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded22.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG22.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG22.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL22.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606" +"arnold-j/deleted_items/45.","Message-ID: <28249874.1075852689747.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 13:48:44 -0700 (PDT) +From: postmaster@oceanenergy.com +To: john.arnold@enron.com +Subject: Undeliverable: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: System Administrator @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Your message + + To: jenniferwhite@oceanenergy.com + Subject: + Sent: Fri, 5 Oct 2001 15:45:46 -0500 + +did not reach the following recipient(s): + +c=US;a= ;p=Corporate;o=Houston;dda:SMTP=jenniferwhite@oceanenergy.com; on +Fri, 5 Oct 2001 15:51:34 -0500 + The recipient name is not recognized + The MTS-ID of the original message is: c=US;a= +;p=Corporate;l=HOUEXCH10110052051T8405ZDS + MSEXCH:IMS:Corporate:Houston:HOUEXCH1 0 (000C05A6) Unknown Recipient + + + +Message-ID: <31738B46B7BD864080808A19977D9F752263CD@NAHOU-MSMBX03V.corp.enron.com> +From: ""Arnold, John"" +To: jenniferwhite@oceanenergy.com +Subject: +Date: Fri, 5 Oct 2001 15:45:46 -0500 +MIME-Version: 1.0 +X-Mailer: Internet Mail Service (5.5.2448.0) +X-MS-Embedded-Report: +Content-Type: text/plain; charset=""iso-8859-1"" + +you doing anything tonight? + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate and +may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +**********************************************************************" +"arnold-j/deleted_items/450.","Message-ID: <13939138.1075852704319.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 05:03:54 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-24-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-24-01 Nat Gas.doc " +"arnold-j/deleted_items/451.","Message-ID: <31610036.1075852704344.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 22:44:36 -0700 (PDT) +From: no.address@enron.com +Subject: eSource Presents Briefings with Senior Industry Analysts - Energy + and Telecom/Broadband +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: eSource@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +A Dialogue with Frost & Sullivan's Senior Industry Analyst, Energy Markets + & + Industry Analyst and Program Lead, Telecom and Bandwidth Services +Thursday, November 1st +eSource is pleased to host our first Analyst Summit to share insights into the Energy and Telecom/Bandwidth Markets + +Please join + +Patti Harper-Slaboszewicz, Senior Industry Analyst, Energy Markets +& + Rod Woodward, Industry Analyst, Telecom Services & Program Lead, Wholesale Services +He has authored a report on U.S. Bandwidth Services (Trading/Brokering/Online Exchanges) +Download report for free at http://esource.enron.com/hot_topics.asp + + +at 3:30 - 5:30 PM EB 5C2 + Each presentation will last 35 minutes with 20 minutes Q&A +Agenda - Energy 3:30-4:30 +? Frost & Sullivan capabilities - 10 minutes +? Energy speaker: New Region Challenges for Retail Electric Providers - 25 minutes + Development of transactional capability + Acquiring customers + Quick survey of offers online in ERCOT region + Rate offerings will be limited by current meter capabilities + ERCOT Retail Providers + Forecasting load +? Questions & Answers - 20 minutes + + Agenda - Telecom/Broadband 4:30-5:30 +? Frost & Sullivan capabilities - 10 minutes +? Telecom/Broadband speaker: Industry Insights - 25 minutes +Role of ""Utilicom""/Energy providers in telecom +Overall wholesale market perspective +Overview of data services market +Insight and update on bandwidth trading services +? Questions & Answers 20 minutes + + +Please RSVP to Stephanie E. Taylor at 5-7928 " +"arnold-j/deleted_items/452.","Message-ID: <2555806.1075852704369.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 21:18:29 -0700 (PDT) +From: no.address@enron.com +Subject: Invitaton: An Evening of Hope and Healing +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Community Relations@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +You're invited to join community and national experts as they discuss your most pressing concerns about September 11th and the ongoing issues we face as a nation. + +Operation Hope: Reclaiming Our Future +One Step at a Time + +A cooperative community effort to provide a free evening of information, for the entire family (ages 5 and up) + +An evening of hope and healing and a blueprint on how to adapt to these challenging times! + +Sponsored by Enron + +Date: Thursday, October 25, 2001 +Time: Registration from 6:15 PM - 6:50 PM + Program from 7:00 PM - 9:00 PM +Place: JW Marriott across from the Galleria on Westheimer + + +Admission is free, but by RSVP only because of limited space + +To RSVP and for more information, please call 713-303-3966 +Or Log On to +www.enronoperationhope.com" +"arnold-j/deleted_items/453.","Message-ID: <5773208.1075852704402.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 08:55:11 -0700 (PDT) +From: daryl.dworkin@americas.bnpparibas.com +To: daryl.dworkin@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures AGA Survey......RESULTS!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: daryl.dworkin@americas.bnpparibas.com@ENRON +X-To: daryl.dworkin@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Here are this week's survey results. + +AVG +50 +AVG w/o High & Low +50 +Median +50 +Standard Deviation 8 +# of Responses 54 +High +74 +Low +30 +Last Year +71 + +Thank You! + +Daryl Dworkin +BNP PARIBAS + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/454.","Message-ID: <24446090.1075852704426.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 07:11:24 -0700 (PDT) +From: bill.white@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: White, Bill +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +as well as could be expected given the circumstances. however, there is no way to explain away the underlying conflict of interest and error in judgment of the fastow thing. + + -----Original Message----- +From: Arnold, John +Sent: Wednesday, October 24, 2001 8:26 AM +To: White, Bill +Subject: RE: + +schweiger's been preparing for that mtg since wednesday. how do you think lay/whalley did? + + -----Original Message----- +From: White, Bill +Sent: Wednesday, October 24, 2001 7:33 AM +To: Arnold, John +Subject: RE: + +I wanted to see how they would handle themselves - glad i did. I guess Schweig did all the yelling for everyone.... + + -----Original Message----- +From: Arnold, John +Sent: Tuesday, October 23, 2001 8:23 AM +To: White, Bill +Subject: + +do you want to go to learn what happened or do you want to go yell at those guys/see those guys get yelled at?" +"arnold-j/deleted_items/455.","Message-ID: <24970201.1075852704449.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 14:22:13 -0700 (PDT) +From: webmaster@newsletter.ussoccer.com +To: alluserstext@newsletter.ussoccer.com +Subject: Clavijo to Discuss Open Cup Final on ussoccerfan.com Live Chat This + Thursday +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""webmaster@newsletter.ussoccer.com"" +X-To: AllUsersText@newsletter.ussoccer.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +CLAVIJO TO DISCUSS OPEN CUP FINAL ON LIVE CHAT AT ussoccerfan.com THIS THURSDAY AT 1 P.M. ET + +CHICAGO (Tuesday, October 23, 2001) - New England Revolution head coach and former U.S. National Team defender Fernando Clavijo will be available for a Live Chat event at ussoccerfan.com this Thursday, October 25 at 1 p.m. ET, to discuss the Revolution's match against MLS Cup 2001 runners-up Los Angeles Galaxy in the Lamar Hunt U.S. Open Cup Final this Saturday In order to participate in the Live Chat, fans must be registered members of ussoccerfan.com. Once signed into ussoccerfan.com, participants can join the chat by selecting ""Live Chat"" under ""Interact"" on the ussoccerfan.com navigation menu. + +The 2001 Lamar Hunt U.S. Open Cup Final will crown a new champion on Saturday, October 27, at Titan Stadium in Fullerton, Calif. The championship final will be televised live at 2 p.m. PT (5 p.m. ET) on Fox Sports World and Fox Sports World Espa?ol. + +Clavijo, 45, became the head coach of the New England Revolution before the 2000 season, guiding the team to its most successful season ever and leading the side to its first-ever playoff victory during the 2000 season. Clavijo had a stellar career as a player for both club and country, earning 61 caps with the United States. A part of the World Cup roster in 1994, he started and played the full 90 minutes in the USA's historic 2-1 win against Colombia. A 12-time All-Star, he was named the player of the 80's for the Major Indoor Soccer League. + +Dating back to 1914, the 88-year-old U.S. Open Cup is the oldest soccer cup competition in the United States and is among the oldest in the world. In Saturday's match, the Galaxy will play in their third championship game of the year having previously claimed the CONCACAF Championship in January before losing 2-1 in overtime to the San Jose Earthquakes in the 2001 MLS Cup. Los Angeles is the first U.S. team to play in a Regional Championship, a Division I Championship and the U.S. Open Cup Final in the same calendar year. The New England Revolution, after going winless in two previous tournament appearances, will now play their first-ever tournament final in club history. + +---------------------------------------------------------------------------- +To end your membership in ussoccerfan.com, please visit http://membership.ussoccer.com/member/unsubscribe.sps?msmid=1 and fill out an unsubscribe request. Thank you for supporting U.S. Soccer!" +"arnold-j/deleted_items/456.","Message-ID: <8889741.1075852704476.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 09:43:36 -0700 (PDT) +From: daryl.dworkin@americas.bnpparibas.com +To: daryl.dworkin@americas.bnpparibas.com +Subject: BNP PARIBAS Commodity Futures AGA Survey......RESULTS!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: daryl.dworkin@americas.bnpparibas.com@ENRON +X-To: daryl.dworkin@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +---------------------- Forwarded by Daryl DWORKIN on 10/24/2001 12:43:01 PM +--------------------------- + + 10/24/2001 11:55 + AM Daryl DWORKIN + BNP PARIBAS + + 10/24/2001 11:55 + AM + --------------------------------------------------- + + + + +To: Daryl DWORKIN + +cc: + +bcc: + + +Subject: BNP PARIBAS Commodity Futures AGA Survey......RESULTS!! + +Here are this week's survey results. + +AVG +50 +AVG w/o High & Low +50 +Median +50 +Standard Deviation 8 +# of Responses 54 +High +74 +Low +30 +Last Year +71 + +Thank You! + +Daryl Dworkin +BNP PARIBAS + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/457.","Message-ID: <25561023.1075852704500.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 08:31:31 -0700 (PDT) +From: john.griffith@enron.com +To: brad.mckay@enron.com, andy.zipper@enron.com, mike.maggi@enron.com, + john.arnold@enron.com, dutch.quigley@enron.com, + craig.taylor@enron.com +Subject: FW: Why Palestenians throw rocks +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Griffith, John +X-To: Mckay, Brad , Zipper, Andy , Maggi, Mike , Arnold, John , Quigley, Dutch , Taylor, Craig , 'mattc@elitebrokers.net' +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + -----Original Message----- +From: Moon, Eric +Sent: Wednesday, October 24, 2001 10:28 AM +To: Griffith, John +Subject: FW: Why Palestenians throw rocks + + + + -----Original Message----- +From: ""Tami, Eric and Jake Moon"" @ENRON +Sent: Wednesday, October 24, 2001 9:58 AM +To: Julie Turner; Papa; Moon, Eric; Granny; Frank Jimenez +Subject: Fw: Why Palestenians throw rocks + +Subject: FW: Why Palestenians throw rocks + + +> -------------------------------------------------------------------------- +-- +> --- <> <> +> + + - ATT279523.txt + - WHYPALES.MPE " +"arnold-j/deleted_items/458.","Message-ID: <6736096.1075852704525.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 09:09:34 -0700 (PDT) +From: knowledge@wharton.upenn.edu +To: jarnold@enron.com +Subject: K@W Newsletter Oct. 24-Nov 6, 2001: What's Hot - How Swissair + Landed in Trouble +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: knowledge@wharton.upenn.edu@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Knowledge@Wharton Newsletterhttp://knowledge.wharton.upenn.edu +October 24-November 6, 2001 +What's Hot +How Swissair Landed in Trouble +The problems of Swissair clearly multiplied after the September 11 terrorist attack and subsequent plunge in ticket sales. But industry experts say the company's woes run deeper, involving management missteps that could occur at any corporation as well as troubles rooted in the economics, politics and culture of Europe.http://knowledge.wharton.upenn.edu/whatshot.cfm +Finance and Investment +A New Approach to Valuing Biotech Stocks +Now that the U.S. faces a bioterrorist attack in the shape of anthrax, stocks of biotechnology companies are soaring. But while these companies have promising technologies, they are years away from profits. The boomlet shows, however, how hard it is to value biotech stocks. Analysts often use proxy drivers such as the number of patents or the dollar value of partnerships to value such companies, but these drivers fail to show if the companies will be able to turn their research into marketable products. Research by Karl Ulrich, a Wharton professor of operations and information management, and other colleagues offers insights into a new approach to value biotech companies. Hint: Look at how the company's drug discovery process is organized.http://knowledge.wharton.upenn.edu/articles.cfm?catid=1&articleid=454 +Finance and Investment +James J. Cramer Finds Truth and Inspiration in the Shopping Habits of Americans +When James J. Cramer, co-founder of Smart Money and TheStreet.com and analyst on CNBC, wants to know where the U.S. economy is headed, he looks at the performance of major retailers. That, and his observations on everything from gasoline to telecom to Winston Churchill, formed the basis for an optimistic economic outlook he recently shared with participants at the Wharton Investment Management Conference.http://knowledge.wharton.upenn.edu/articles.cfm?catid=1&articleid=456 +Finance and Investment +Should Hong Kong Worry When China Joins the WTO? +As Frederick Lau sees it, what's good for China is good for Hong Kong. Lau, chief representative of the Hong Kong Monetary Authority's New York office, talked about China's entry into the World Trade Organization - and other events that will have an impact on Hong Kong's future - during a meeting earlier this month with the Wharton Asia Club.http://knowledge.wharton.upenn.edu/articles.cfm?catid=1&articleid=449 +Managing Technology +Behind the Telecom Meltdown: Too Much Money, Too Little Foresight +While investors in the late 1990s remained oblivious to signs of trouble, it is clear in hindsight that the telecommunications bubble could not possibly have lasted, according to a panel of telecom experts at the October 12 Wharton Finance Conference. They cite a number of reasons for the unraveling of the industry, and point to Europe and Asia as the real leaders in telecom.http://knowledge.wharton.upenn.edu/articles.cfm?catid=14&articleid=451 +Finance and Investment +Citigroup CFO Sees Economic Recovery in Mid-2002 +""It is going to be a very, very tough next couple of quarters,"" is how Todd S. Thomas, CFO of Citigroup, described the near-term economic outlook to an audience at the Wharton Finance Conference on Oct. 12. But longer-term, Thomson was more optimistic, predicting that increased government spending and/or tax cuts would stimulate a recovery. He also suggested that the financial markets must learn to adapt to the reality of ""continued minor terrorism.""http://knowledge.wharton.upenn.edu/articles.cfm?catid=1&articleid=450 +Managing Technology +An Insider's Scathing Look at E-commerce Excesses +As a manager in an Old Economy firm, Brian Ross naturally felt defensive when proselytizers of the New Economy preached that the Internet ""had changed everything"" and folks (like him) who ""just didn't get it"" would soon be by-passed by competitors who did. Well, Ross has done more than survive; he has written a book entitled, When the Caffeine Wears Off: De-Hyping the New Economy, in which he cheerfully kicks 'em while they're down.http://knowledge.wharton.upenn.edu/articles.cfm?catid=14&articleid=452 +------------------------------------------------------------------------------- +Links from Knowledge@Wharton Sponsors +GE Capital: +Sales-Leasebacks: Benefits and Challenges +Today CFOs must negotiate their way through a weakened economy. But even as they search for new ways to generate revenue and conserve capital, CFOs from a variety of industries are discovering the value of one strategy -- sale-leasebacks -- that for many years was primarily focused on real estate transactions. Sale-leasebacks are generally structured to unlock the equity a business has in its assets (like machinery and equipment), converting that equity into cash.http://www.gecfo.com/resources/wharton.html?c=Wharton&n=September&t=email +GE Capital: +Maximizing Your Trucking Fleet in Tough Times +Tough times have hit the trucking industry as shippers evaluate the best way to move goods around the country: Lease or buy? For-hire truckers or private fleet? The queries arise as a glut of used trucks comes on the market and some shippers evaluate how long they can stretch existing leases. Learn how to maximize your trucking fleet in tough times from the experts at Wharton and GE Capital.http://www.getrucking.com/resources/wharton.html?c=Wharton&n=Sept&t=email +------------------------------------------------------------------------------- +Help Spread Knowledge +Do you know people who might be interested in these research studies and +more? If you do, please forward this e-mail message to them. +The Knowledge@Wharton Newsletter is a free service of The Wharton School +(http://www.wharton.upenn.edu/ ) of the University of Pennsylvania. Its +companion web site, Knowledge@Wharton, includes full details of the +stories listed here. To read these stories, go tohttp://knowledge.wharton.upenn.edu/ +To comment on these stories, go to:http://knowledge.wharton.upenn.edu/feedback.cfm +To unsubscribe from this newsletter, visit:http://knowledge.wharton.upenn.edu/unsubscribe.cfm " +"arnold-j/deleted_items/459.","Message-ID: <918521.1075852704548.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 11:15:46 -0700 (PDT) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: AGA Weekly Data +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent AGA working gas storage data. + +Thanks, +Mark + - 10-24-01 AGA.doc " +"arnold-j/deleted_items/46.","Message-ID: <431031.1075852689773.JavaMail.evans@thyme> +Date: Sun, 7 Oct 2001 06:58:22 -0700 (PDT) +From: caroline.abramo@enron.com +To: john.arnold@enron.com, dutch.quigley@enron.com +Subject: FW: Shut In Now and Generate Cash Flow +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Abramo, Caroline +X-To: Arnold, John , Quigley, Dutch +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +forgot to send this last week.. +hope you had a good wknd.. +ca + +-----Original Message----- +From: Abramo, Caroline +Sent: Wed 10/3/2001 9:14 AM +To: Gomez, Julie A.; Lagrasta, Fred +Cc: +Subject: FW: Shut In Now and Generate Cash Flow + + + +Morning.. this was produced by our marking desk in Houston who deals with small to midsize independent E&Ps who are small and predominately unhedged + +The idea originated from statements by Mark Pappa at EOG.. that EOG could possibly shut in some production at certain price levels. It is a response to their intent NOT a suggestion. + +This is not Enron's TRADING view.. we do not think there will be shut-ins the near term because: + +The producers are looking to shut in at $1.75 levels.. this would have to occur for several months.. cash is currently at this level but contangos are at all time highs..Nov01 is 42 cents above this level, Dec01 is 83 cents above this level. CY02..$1.05 and CY03 $1.525!!! + +so.. no one is shutting in now. as soon as we hear of anyone doing so, we will let you know.. + +So from a trading perspective we still advocate being short Nov, Dec, and 1st 6 months of CY02.. + +Please call me with questions.. I am in Houston this week (713-853-4759) and can set up discussions with John Arnold, Julie Gomez (our fundy specialist) or Jim Schweiger our Texas storage operator. + +Coming... Rockies/ Canadian shut in thoughts.. + + + + + + +<> " +"arnold-j/deleted_items/460.","Message-ID: <2559753.1075852704571.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 11:05:03 -0700 (PDT) +From: louise.kitchen@enron.com +To: john.arnold@enron.com +Subject: Don't need to call me back +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Kitchen, Louise +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Sorry I completely forgot it was Wednesday" +"arnold-j/deleted_items/461.","Message-ID: <4992907.1075852704596.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 12:16:49 -0700 (PDT) +From: buy.com@enews.buy.com +To: jarnold@enron.com +Subject: New Products, Low Prices! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""buy.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE] =09 + [IMAGE] [IMAGE] [IMAGE] Dear John, It's time to stock up on your = +favorite music, movies, books and more at buy.com! We just got in a number= + of new releases, and at just the right prices, too!As always, we thank you= + for choosing buy.com. Robert R. Price President, buy.com [IMAGE] [IM= +AGE] [IMAGE] Sony KV-36FV26 36"" FD Trinitron=20 + WEGA? Television $1,599.95 [IMAGE]more info You save 24% [IMAGE] Son= +y DVP-NS400D DVD/CD Player $199.95 [IMAGE]more info SAVE 14% [IMAGE] = + [IMAGE] [IMAGE] [IMAGE] Sopranos (Complete 2nd Season VHS) $73.= +99 [IMAGE]more info SAVE 26% [IMAGE] Shrek (Special Edition VHS) $1= +5.99 [IMAGE]more info SAVE 37% [IMAGE] Lara Croft - Tomb Raider (Spe= +cial Collector's Edition DVD) $18.49 [IMAGE]more info SAVE 39% [IMA= +GE] Legally Blonde (DVD) $19.99 [IMAGE]more info SAVE 25% [IMAGE] = + Harry Potter Boxed Set: #1-4 $49.95 [IMAGE]more info SAVE 31% [IMAG= +E] Britney: Britney Spears $11.95 [IMAGE]more info SAVE 38% [IMAGE= +] Invincible: Michael Jackson $13.99 [IMAGE]more info SAVE 27% [IMA= +GE] Lenny: Lenny Kravitz $12.95 [IMAGE]more info SAVE 27% [IMAGE] = + In addition to computer and software products, buy.com also offers top-o= +f-the-line electronics , best-selling books , videos , music and much more= +. [IMAGE] - I would like to unsubscribe to this eMail - I would like to = +visit buy.com now - I would like to view my account - I would like to con= +tact customer support [IMAGE] All prices and product availability sub= +ject to change without notice. Unless noted, prices do not include shipping= + and applicable sales taxes. Product quantities limited. List price refe= +rs to manufacturer's suggested retail price and may be different than actua= +l selling prices in your area. Please visit us at buy.com or the links abo= +ve for more information including latest pricing, availability, and restric= +tions on each offer. ""buy.com"" and ""The Internet Superstore"" are trademark= +s of BUY.COM Inc. ? BUY.COM Inc. 2001. All rights reserved. =09 + +[IMAGE]" +"arnold-j/deleted_items/462.","Message-ID: <29708775.1075852704644.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 16:29:14 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/24/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/24/2001 is now available for viewing on the website." +"arnold-j/deleted_items/463.","Message-ID: <25448466.1075852704669.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 15:48:29 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com=09 Log In| Sign Up| Account Mgt.| Insight Center=09[IMA= +GE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] Find Symbol =09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Boards = +| Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow 9,345.62 = +[IMAGE]5.54 0.05% NASDAQ 1,731.54 [IMAGE]27.10 1.58% S?500 1,085.20 [IMAGE]= +0.42 0.03% 30 Yr 53.17 [IMAGE]0.64 -1.18% Russell 427.65 [IMAGE]0.28 0.06% = +- - - - - MORE[IMAGE][IMAGE] Enter multiple symbols separated by a space = +[IMAGE] [IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10= +/24 Fed's Beige Book 10/25 Durable Orders 10/25 Employment Cost Index 10/25= + Initial Claims 10/25 Existing Home Sales - - - - - MORE[IMAGE] [IMAGE] = +[IMAGE] [IMAGE]Qcharts=09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 I always know we are very close = +to a rally when I start to question my own work.: Elaine Garzarelli =09[I= +MAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/24/2001 18:41 = +ET Symbol Last Change % Chg [IMAGE] BCON 1.74 [IMAGE]0.72 70.58% [IMA= +GE] SURE 15.41 [IMAGE]4.71 44.01% [IMAGE] PEGA 4.01 [IMAGE]1.21 43.21% = + [IMAGE] HOMS 6.50 [IMAGE]1.95 42.85% [IMAGE] ANX 2.05 [IMAGE]0.53 34.8= +6% [IMAGE] VYSI 30.26 [IMAGE]7.26 31.56% [IMAGE] NYSE & AMEX quotes d= +elayed at least 20 min. At least 15 min. otherwise. - - - - - Personalize = +The Daily Quote: [IMAGE] [IMAGE] Question of the Day! Q. Thur= +l Moore asks, ""How much money do you need to get started? How do you get st= +arted?"" If you want to get started in investing, the first thing you need = +to do is sit down........MORE[IMAGE] Do you have a financial question? Ask= + our editor - - - - - VIEW Archive[IMAGE] [IMAGE] [IMAGE]=09 =09=09=09= +=09[IMAGE] [IMAGE] Market Outlook Down Bear, Down By:Adam Martin St= +ocks finished narrowly higher after a fairly uneventful trasing day. Both s= +pent the session in a narrow range today, as market forces seemed fairly ba= +lanced. Rumors were circulating this morning before the bell that Osama Bin= + Laden had fallen victim to a coalition bomb, pushing futures up, but those= + rumors turned out to be false, and stocks slipped back down in early tradi= +ng. Traders are buying into companies who met or exceeded expectations, and= + getting out of those that fell short, focusing on short-term returns in th= +e face of long term uncertainty. Three DJIA stocks reported today, and alth= +ough they met or exceeded lowered earnings expectations, Wall Street is sti= +ll feeling the pressure of a slumping economy and ever growing concerns abo= +ut anthrax and the war on terrorism. - - - - - MORE Breaking News[IMAGE] [= +IMAGE] [IMAGE]=09[IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Wednesday From Amazon.com, week of = +October 21, 2001 Fooled by Randomness: The Hidden Role of Chance in the M= +arkets and Life by Nassim Nicholas Taleb [IMAGE] [IMAGE] [IMAGE]=09 = +=09 [IMAGE] Stocks to Watch Abbott buys genetic test firm Vysis for = +$355 million Drugmaker Abbott Laboratories Inc. (NYSE:ABT) said on Wednesda= +y it has agreed to acquire laboratory products maker Vysis Inc. (NASDAQ:VYS= +I) in a stock deal worth about $355 million that is aimed at strengthening = +Abbott's position in the market for diagnosing diseases. Kodak quarterly pr= +ofit falls Eastman Kodak Co. (NYSE:EK), the No. 1 maker of photographic fil= +m, on Wednesday said its third-quarter profits fell sharply, hurt by slumpi= +ng consumer demand for its film and camera products. DuPont quarterly earni= +ngs drop on weak demand DuPont Co.(NYSE:DD), the No. 1 U.S. chemical compan= +y, on Wednesday posted a sharp drop in third-quarter earnings, citing tough= + economic conditions and weaker demand for its chemicals and plastics. Hone= +ywell's 3rd-Quarter Ongoing Net Income Is $360 Million - EPS $0.44 Honeywel= +l (NYSE:HON) said today third-quarter ongoing net income was $360 million o= +r $0.44 per share, excluding $668 million (after-tax) in repositioning and = +other charges. Reported third-quarter loss per share was ($0.38). A leaner = +Sears seen cutting jobs, product lines Sears, Roebuck and Co. (NYSE:S), wil= +l likely emerge from a wide-ranging review of its retail operations as a le= +aner company that works harder to wring profits from its suppliers and has = +fewer corporate employees and product lines, analysts said. - - - - - MORE = +Breaking News[IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News BCON News Cox Communicatio= +ns Installs Beacon Power's Flywheel Energy Technology to Supply Back-Up Pow= +er At Remote Terminal Installation BusinessWire: 10/24/2001 11:18 ET Beacon= + Power Corporation to Announce Third-Quarter Financial Results On October 3= +0, 2001; Company to Host Webcast Conference Call Live Over the Internet Bus= +inessWire: 10/23/2001 09:13 ET Mechanical Technology President Cites Techno= +logical Advancements At Power 2001 Conference PR Newswire: 10/02/2001 17:46= + ET - - - - - MORE[IMAGE] SURE News Paul Kangas' Wall Street Wrap Up Nigh= +tly Business Report: 10/18/2001 21:07 ET Titan reports lower third-quarter = +income before items Reuters: 10/17/2001 17:14 ET SureBeam reports 3rd Qtr p= +ro forma loss Reuters: 10/17/2001 16:39 ET - - - - - MORE[IMAGE] PEGA New= +s Pegasystems Reports Third Consecutive Quarter of Increased Earnings and R= +evenue BusinessWire: 10/23/2001 19:36 ET PEGASYSTEMS INC FILES FORM 10-Q (*= +US:PEGA) EDGAR Online: 10/23/2001 16:45 ET Carreker sees revenues off due t= +o injunction Reuters: 10/22/2001 12:41 ET - - - - - MORE[IMAGE] HOMS News= + Upside in Store for Homestore.com Worldly Investor News: 10/23/2001 12:45 = +ET Record Traffic to Homestore(TM) Network Earns Spot Among Top 25 Most Vis= +ited Web Destinations PR Newswire: 10/15/2001 08:57 ET HOMESTORE COM INC FI= +LES FORM 8-K (*US:HOMS) EDGAR Online: 10/09/2001 16:13 ET - - - - - MORE[IM= +AGE] ANX News ANTEX BIOLOGICS INC FILES FORM S-3/A (*US:ANX) EDGAR Online= +: 10/24/2001 10:38 ET Antex Completes Department of Defense Vaccine Grant P= +R Newswire: 10/17/2001 08:56 ET ANTEX BIOLOGICS INC FILES FORM S-3 (AMEX:AN= +X) EDGAR Online: 08/30/2001 14:45 ET - - - - - MORE[IMAGE] VYSI News VYSI= +S INC FILES FORM SC14D9C (*US:VYSI) EDGAR Online: 10/24/2001 15:53 ET UPDAT= +E 1-Abbott to buy lab products firm Vysis for $355 mln Reuters: 10/24/2001 = +11:34 ET Hot stocks highlights -- Oct. 24 Reuters: 10/24/2001 11:21 ET - - = +- - - MORE[IMAGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com. P= +lease include only your email address in the subject line of the email. You= + can also change your subscription status here: http://ldbauth.lycos.com/c= +gi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE -----------------------= +--------- If you've received this e-mail from a friend and wish to be on th= +e Daily Quote mailing list, please go to http://finance.lycos.comand regist= +er to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]=09Site Map| Help| Feedback| About Terra Lycos| Jobs| Advertise| Bus= +iness Development Copyright? 2001 Lycos, Inc. All Rights Reserved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy- T= +erms & Conditions=09 +" +"arnold-j/deleted_items/464.","Message-ID: <27581928.1075852704784.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 14:24:59 -0700 (PDT) +From: members@realmoney.com +To: members@realmoney.com +Subject: Want to find out how risky your portfolio is? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: @ENRON +X-To: members@realmoney.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + +----------------------------------------------------------------- +Click below for your FREE two-week trial to RiskGrades, +and see if your current portfolio meets your expectations! +http://www.riskgrades.com/clients/thestreet/index.cgi?DedEX +------------------------------------------------------------------ + +Dear Investor, + +It's essential that you take an active role managing +your portfolio. TheStreet.com is continually working to +make this a quick, inexpensive, and convenient process for you. +In order to make smarter decisions that result in a higher +degree of profitability, you need an exhaustive arsenal of +research, analysis, company information and fresh investing ideas +at your disposal. TheStreet.com has all of this to offer +you, and more. + +TheStreet.com and RiskMetrics have recently teamed up to offer +you a new product called RiskGrades. RiskGrades is an amazing new +tool that allows you to effectively analyze and assess your +portfolio by helping you to identify, measure and manage your risks. + +-------------------------------------------------------------------- +Click on the link below for your FREE two-week trial to RiskGrades: +http://www.riskgrades.com/clients/thestreet/index.cgi?DedEX +-------------------------------------------------------------------- + +In three simple steps, RiskGrades allows you to thoroughly analyze +your personal portfolio, and will provide you with the guidance that +you need to make smarter decisions today! + +Step 1: Identify Your Risks +You just need to enter your portfolio picks into the ""My Portfolio"" +function. Then check the RiskGrade Measure of each asset entered +to see just how risky it is! + +Step 2: Measure Your Risks +After identifying the amount of risk within your portfolio, see +whether or not it falls within your risk tolerance level. You can +even compare your own investment strategies to those of other +investors by entering their portfolio picks. + +Step 3: Manage Your Risk +The ""What If"" function allows you to see the impact of buying or +selling different investments, giving you the final bottom line of +each decision that you are considering. + +Don't wait another day to start building your most rewarding +portfolio ever! + +Get your FREE two-week trial today at: +http://www.riskgrades.com/clients/thestreet/index.cgi?DedEX + +------------------------------------------- +Brought to you by TheStreet.com +www.thestreet.com +------------------------------------------- +This email has been sent to you by TheStreet.com because +you are a current or former subscriber (either free-trial +or paid) to one of our web sites, http://www.thestreet.com/or +http://www.realmoney.com/. If you would prefer not to receive +these types of emails from us in the future, please click here: +http://www.thestreet.com/z/unsubscribe.jhtml?Type=M If you are +not a current or former subscriber, and you believe you received +this message in error, please forward this message to +members@realmoney.com, or call our customer service +department at 1-800-562-9571. + +Please be assured that we respect the privacy of our +subscribers. To view our privacy policy, please +click here: http://www.thestreet.com/tsc/about/privacy.html" +"arnold-j/deleted_items/465.","Message-ID: <14991021.1075852704807.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 15:26:03 -0700 (PDT) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: <> - JRostant 10/24/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following expense report is ready for approval: + +Employee Name: Justin K. Rostant +Status last changed by: Automated Administrator +Expense Report Name: JRostant 10/24/01 +Report Total: $125.01 +Amount Due Employee: $125.01 + + +To approve this expense report, click on the following link for Concur Expense. +http://expensexms.enron.com" +"arnold-j/deleted_items/466.","Message-ID: <27421961.1075852704842.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 13:50:19 -0700 (PDT) +From: no.address@enron.com +Subject: Jeff McMahon Named CFO +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Ken Lay- Chairman of the Board@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Today we announced the appointment of Jeff McMahon as Enron's chief financial officer. In my continued discussions with the financial community yesterday and today, it became clear that this move was required to restore investor confidence. Jeff has unparalleled qualifications and a deep and thorough understanding of Enron. He is already on the job and hard at work on the issues before us. Andy Fastow will be on a leave of absence from the company. + +Jeff had been serving as chairman and CEO of Enron Industrial Markets. He joined Enron in 1994 and spent three years in the London office as chief financial officer for Enron's European operations. Upon returning to the U.S., Jeff was executive vice president of finance and treasurer for Enron Corp. In 2000, he was named president and chief operating officer of Enron Net Works. + +I know all of you are concerned about the continuing decline in our share price. I am too, and we are working very hard to turn it around. Appointing Jeff as CFO is one important step in that process. But most of the solution involves just continuing to do our jobs with excellence. The fundamentals of our business are strong, and I think the market will begin to see that as we continue to perform. + +Please join me in giving Jeff your full support, and thank you for all of your continued hard work." +"arnold-j/deleted_items/467.","Message-ID: <10781524.1075852704866.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 13:44:32 -0700 (PDT) +From: frank.hayden@enron.com +To: john.arnold@enron.com +Subject: FW: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Hayden, Frank +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +-----Original Message----- +From: Davenport, Lacrecia +Sent: Wednesday, October 24, 2001 3:34 PM +To: Hayden, Frank +Subject: FW: + + +-----Original Message----- +From: Paraschos, Nick +Sent: Wednesday, October 24, 2001 3:32 PM +To: Lebrocq, Wendi; Wilhite, Jane; Valdez, Veronica; Davenport, Lacrecia; Figueroa, Xochitl +Subject: +Enron Names Jeff McMahon Chief Financial Officer + +HOUSTON, Oct 24, 2001 /PRNewswire via COMTEX/ -- Enron Corp. (NYSE: ENE) announced today that it has named Jeff McMahon chief financial officer. McMahon had been serving as chairman and CEO of Enron's Industrial Markets group. From 1998 to 2000, McMahon was Enron's treasurer. +""Jeff has unparalleled qualifications and a deep and thorough understanding of Enron,"" said Kenneth L. Lay, Enron chairman and CEO. ""He has the trust and confidence of our investors and financial institutions."" +Andrew Fastow, previously Enron's CFO, will be on a leave of absence from the company. ""In my continued discussions with the financial community, it became clear to me that restoring investor confidence would require us to replace Andy as CFO,"" Lay said. +McMahon, 40, joined Enron in 1994 and spent three years in the London office as chief financial officer for Enron's European operations. Upon returning to the United States, McMahon was executive vice president of finance and treasurer for Enron Corp. In 2000, he was named president and chief operating officer of Enron Net Works, where he had responsibility for Enron's e-commerce activities. +McMahon has a bachelor's degree in business from the University of Richmond in Virginia. He is a Certified Public Accountant, SFA registered and is a member of the American Institute of Public Accountants and Association of Corporate Treasurers. +Enron is one of the world's leading energy, commodities and services companies. The company markets electricity and natural gas, delivers energy and other physical commodities, and provides financial and risk management services to customers around the world. Enron's Internet address is www.enron.com . The stock is traded under the ticker symbol ""ENE"". + Mark Palmer + (713) 853-4738 + " +"arnold-j/deleted_items/468.","Message-ID: <11145091.1075852704911.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 06:13:18 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron May Issue More Stock to Cover Obligations +The Wall Street Journal, 10/24/01 +Enron Tries To Dismiss Finance Doubts +The New York Times, 10/24/01 +Surge in Optimism Prompts Straddles In Enron and Cisco +The Wall Street Journal, 10/24/01 +Lay tries to assure Enron investors +Houston Chronicle, 10/24/01 +OBSERVER - Busy signal. +Financial Times (U.K. edition), 10/24/01 +USA: Enron mulls ways to cover portfolio shortfalls-WSJ. +Reuters English News Service, 10/24/01 +Enron May Issue More Stock to Cover Obligations +Dow Jones Business News, 10/24/01 +IN BRIEF / ENERGY Enron Asks Citigroup for $750-Million Loan +Los Angeles Times, 10/24/01 +United States +The Globe and Mail, 10/24/01 +Everest Re, St. Paul and Providian Drop, but Markets Stay Resilient +The Wall Street Journal, 10/24/01 +U.S. Energy Giant Weighs a Move To Pull Out of India +The Asian Wall Street Journal, 10/24/01 +UK: LNG delays could spawn shipping crisis - analysts. +Reuters English News Service, 10/24/01 +INDIA PRESS:British Gas Seeks ONGC Deal For Field Control +Dow Jones International News, 10/24/01 +BG Offers ONGC Brazilian Assets to Get Managing Rights in India +Bloomberg, 10/24/01 + +House stimulus bill would give billions to huge companies; Senate Democrats present alternative +Associated Press Newswires, 10/23/01 +Wechsler Harwood Halebian & Feffer LLP Announces Class Periods +PR Newswire, 10/23/01 +Stock Analysis/Call In +CNNfn: Markets Impact, 10/23/01 + + + +Economy +Enron May Issue More Stock to Cover Obligations +By Rebecca Smith and John R. Emshwiller +Staff Reporters of The Wall Street Journal + +10/24/2001 +The Wall Street Journal +A2 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Enron Corp. might have to come up with several hundred million dollars or more during the next 20 months to cover potential shortfalls in investment vehicles it created. Covering such shortfalls could involve issuing additional Enron shares, diluting the position of current shareholders. +However, Enron Treasurer Ben Glisan said in an interview yesterday that the company believes it can repay about $3.3 billion in notes that were sold by those investment vehicles without having to resort to issuing more stock. The notes were sold to investors during recent years by several entities -- known as the Marlin Water Trust II, the Marlin Water Capital Corp. II, the Osprey Trust and Osprey I, Inc. The notes are coming due during the next 20 months. +Mr. Glisan said assets from the entities could be sold to pay off some of the notes. Also, Enron is selling other assets. Proceeds from those transactions also could go toward repaying the notes, which ultimately are guaranteed by Enron. +He said it appears that asset sales will raise at least $2.2 billion by the end of next year. This amount includes cash proceeds of $1.55 billion from the previously announced sale of Enron's Portland General Electric utility unit. Enron hopes to complete that sale by the end of 2002. +""There are a number of other assets we believe will raise sufficient proceeds"" to repay the notes, Mr. Glisan said. ""But if we are wrong, we will issue equity."" Mr. Glisan said a worst-case scenario would involve issuing as much as $1 billion in stock. Enron said it has about 850 million shares outstanding. +Making up any shortfall with equity has become more expensive because of the drop in Enron's share price. In 4 p.m. New York Stock Exchange composite trading, Enron shares were down 86 cents to $19.79. The stock was once again one of the most actively traded with about 27 million shares changing hands. Early this year, Enron stock was more than $80 a share. +During the past week, shares of the energy-trading giant have dropped more than 40%. Early last week, Enron reported a $618 million third-quarter loss, resulting from $1.01 billion in write-offs. The company also disclosed a $1.2 billion reduction in shareholder equity for the quarter as a result of terminating certain transactions related to a partnership that for a time was headed by Enron Chief Financial Officer Andrew S. Fastow. In July, Mr. Fastow ended his connection to the partnership in the face of growing concerns by analysts and major investors. On Monday, Enron disclosed that the Securities and Exchange Commission was looking into the transactions related to Mr. Fastow. Enron has said its dealings with the partnership were proper. +The turmoil of the past several days prompted Enron to schedule a conference call yesterday morning with Wall Street analysts and others in an effort to reassure investors. Enron Chairman and Chief Executive Kenneth Lay said while ""we are extremely disappointed with our stock price . . . our businesses are performing very well."" Mr. Lay and other executives said Enron has adequate liquidity to meet its needs. +Mr. Fastow, the chief financial officer, took part in the conference call. But neither he nor Mr. Lay would answer any questions concerning the Fastow-related partnership, which was known as LJM2 Co-Investment LP. Mr. Lay said the SEC was in the midst of an inquiry concerning that partnership arrangement, which has raised conflict-of-interest questions among analysts and others. Mr. Lay cited shareholder suits filed recently as another reason not to discuss the partnership questions. Mr. Lay said he was ""very concerned about the way Andy's character has been loosely tossed about."" He added ""we continue to have the highest faith and confidence in Andy."" +Internal LJM2 documents indicate that Mr. Fastow and perhaps a handful of fellow Enron officials made millions of dollars in management fees and capital increases from running the partnership. Billions of dollars of Enron assets and stock were involved in LJM2-related transactions, according to Enron SEC filings. +During the conference call, analysts -- even some who have been longtime Enron fans -- challenged executives about the Fastow partnership arrangement and the company's often opaque financial reports. ""There's the appearance you are hiding something,"" said Goldman Sachs analyst David Fleischer. ""You need to do everything in your power to demonstrate to investors that your dealings are above board."" +Mr. Lay responded, ""We're trying to be as transparent as we can."" + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Business/Financial Desk; Section C +Enron Tries To Dismiss Finance Doubts +By FLOYD NORRIS + +10/24/2001 +The New York Times +Page 1, Column 5 +c. 2001 New York Times Company + +Enron has ample access to cash, the company's chief executive said yesterday as he assured investors that there was no need for additional write-offs stemming from unusual financing activities. +In a conference call with investors that was hastily scheduled after Enron's stock plunged on Monday, the chief executive, Kenneth W. Lay, strongly defended the company's chief financial officer and said there was no conflict of interest involved in transactions that the Securities and Exchange Commission was looking into. +But he refused to go into detail on the transaction that Enron made with partnerships run by Andrew S. Fastow, the chief financial officer. In addition, Mr. Fastow, while declaring that Enron ''expects to continue to have sufficient liquidity to meet normal obligations,'' declined to answer any questions about it. +The conference call, which began just as trading opened on the New York Stock Exchange, at first seemed to be reassuring investors. Within minutes of the beginning of the call, the share price rallied to $23.25. But it soon began falling, and ended the day down 86 cents, at $19.79. The day's low of $19.62 was the lowest since Jan. 12, 1998, and was down 78 percent from the high set by the stock in the summer of 2000. +Until recently, most investors focused on the company's reported operating earnings, which showed good results as it became a leading player in energy markets. But the focus has shifted to a series of transactions, some involving off-balance-sheet financing. One, involving partnerships controlled by Mr. Fastow, led to a $1.2 billion reduction in shareholder equity that raised concern last week and led to S.E.C. inquiries that the company disclosed on Monday. +One of the company's strongest supporters has been David Fleischer, an analyst at Goldman, Sachs. But he told Mr. Lay on the call yesterday that Enron had to be more forthcoming with information. ''There is an appearance that you are hiding something,'' he said. +After the call, Mr. Fleischer expressed disappointment. ''They've engaged in a number of transactions that one wonders about, and that are hard to understand,'' he said in an interview. ''They have not been as forthcoming in explaining them'' as is needed, he said. But he said he was still recommending the stock. ''I don't think accountants and auditors would have allowed total shenanigans,'' he said. ''In the absence of total shenanigans going on at this company, there is tremendous value here.'' +Mr. Lay cited the S.E.C. inquiries as a reason for not discussing details on the transactions involving the partnerships that were controlled by Mr. Fastow. But he emphasized that both he and the company's board ''continue to have the highest faith and confidence in Andy.'' +Mr. Lay said that auditors from Arthur Andersen had carefully reviewed Enron's reporting in conjunction with another off-balance-sheet vehicle, called Marlin. That company owns one-third of Azurix, an Enron subsidiary that owns Wessex, a British water utility. The auditors ''have determined there is no write-down required,'' he said under questioning by Richard Grubman of Highfields Capital Management, a money management firm. +Mr. Grubman said that Marlin owed almost $1 billion on debt that was guaranteed by Enron but had no assets other than the Azurix stake. Noting that Enron had paid about $300 million to buy a third of Azurix from public shareholders and had since taken write-downs on its investment in Azurix, Mr. Grubman asked why the company was not setting up reserves to cover its exposure on that debt, which under a complicated arrangement could end up being satisfied through the issuance of Enron shares. +Mr. Lay said that no action was needed but declined to address details. Eventually he cut off Mr. Grubman. ''I know you're trying to drive the stock price down, and you've done a pretty good job of it,'' Mr. Lay said. ''But let's move on to the next question.'' +Mr. Fastow said the company was having no problem issuing commercial paper and had $1.85 billion in such debt outstanding. He said it was backed by $3.35 billion in bank lines of credit, of which $1.75 billion will expire next May if it is not renewed. +Mr. Lay said he was sorry about ''the misunderstanding'' that resulted when his brief mention of the $1.2 billion reduction in shareholder equity in a conference call last week was not noticed by some analysts. That reduction would have been apparent if the company had released its balance sheet with the earnings report, but it did not. He said the company would consider releasing balance sheets with earnings reports in the future, but made no promises. +The large reduction in shareholder equity did not affect reported earnings, and so was not in the earnings release. But it raised concerns that some of the sophisticated financing techniques used by the company might be effectively keeping losses off the earnings statement. The S.E.C. is expected to look into whether the accounting for that transaction was correct. +After one questioner on the call said it would be easier to understand Enron if it released financial statements for the special purpose vehicles that were set up to enter into such transactions as Marlin, Mr. Lay said the company ''will look into providing'' such statements. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Options Report +Surge in Optimism Prompts Straddles In Enron and Cisco +By Kopin Tan +Dow Jones Newswires + +10/24/2001 +The Wall Street Journal +C14 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -- Bullish calls traded heavily early as investors, encouraged by the ability of stocks to shrug off anthrax scares, bought calls to replace stock holdings and to ride any rallies. +At one point, the ratio of equity calls traded to puts at the Chicago Board Options Exchange fell to 0.28, compared with 0.68 Friday and Monday's three-month closing low of 0.42. +The surge of optimism -- also evident in the CBOE market-volatility index, or VIX -- prompted traders to begin covering the downside, just as the widely watched stock indexes began to retreat. Contrarians believe the CBOE equity put/call ratio sends a bearish signal when it is below 0.40. By the session's end, the ratio was at 0.49. +Buyers drove robust call trading in Cisco Systems, a maker of Internet switching equipment, and the implied volatility also rose, noted a trader at Letco, the CBOE specialist for Cisco options. One investor bought thousands of January 20 calls, paying about $115 a contract for the right to buy 100 shares of the stock at $20 a share until mid-January. At 4 p.m. in Nasdaq Stock Market trading, Cisco was down 42 cents at $16.41. The January 20 calls fell 10 cents to 90 cents on CBOE volume of 27,048 contracts, while 6,861 contracts traded at the Pacific Exchange. +The implied volatility of Enron's near-month options remains high, even as the energy concern's executives sought to calm investors and address their concerns, following news that the Securities and Exchange Commission is looking at the Houston company. +The volatility spike makes Enron a viable candidate for investors looking to sell straddles -- selling calls and puts with the same strike price and expiration. In particular, Enron's at-the-money January 20 straddles offer rich premiums, said Lillian Seidman of the Seidman/Skupp options team at Miller Tabak & Co., of New York. With Enron down 86 cents at $19.79 in New York Stock Exchange composite trading, selling January 20 straddles would earn an investor about $750 a straddle -- a rich premium that could offset the cost of buying stock. +To be sure, selling straddles can be risky and the losses significant if the stock, which already had fallen about 38% in a week, makes a big move in either direction before the straddles expire. Investors typically buy straddles if they expect a big move in the underlying stock, while sellers pocket premium and hope the stock remains in a tight trading range. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Oct. 24, 2001, 12:05AM +Houston Chronicle +Lay tries to assure Enron investors +Company's credibility questioned +By LAURA GOLDBERG +Copyright 2001 Houston Chronicle +Enron had safeguards in place to protect shareholder interests while its chief financial officer ran two investment partnerships that did business with Enron, the company's chief executive officer said Tuesday. +The Houston-based energy trader has been caught in a storm of criticism over Chief Financial Officer Andrew Fastow's former role with two partnerships, LJM Cayman and LJM2 Co-Investment, that entered into complex financing and hedging arrangements with Enron. +Enron disclosed Monday that the Securities and Exchange Commission opened an ""informal inquiry"" into transactions between Enron and the two partnerships. +It declined to say if the SEC is looking into other transactions. +After the disclosure, Enron's stock fell almost 21 percent Monday. Tuesday it dropped another 86 cents to close at $19.79. +The news brought to the forefront ongoing complaints from some on Wall Street that some of Enron's financial mechanisms are difficult to understand and that Enron doesn't provide detailed enough financial data about its performance. +Tuesday morning, Enron Chairman and CEO Ken Lay held a conference call for investors and analysts, aimed at addressing their concerns. +It remains to be seen whether he succeeded, but based on the tenor of questions during the call, it's doubtful he achieved that result. +David Fleischer, a Goldman Sachs analyst, told Lay that the company's credibility was being severely questioned and called on him to do everything in his power to explain to investors that Enron's dealings are aboveboard. +""I, for one, find the disclosure is not complete enough for me to understand and explain all the intricacies of all those transactions,"" he said. +Lay told callers he was limited in speaking about the LJM partnerships because of the SEC inquiry. +He did say Enron was aware an ""inherent conflict of interest"" would result from its chief financial officer running investment partnerships doing business with Enron. +In response, Enron set up procedures, which Lay said were rigorously followed, to ensure shareholder interests wouldn't be compromised. +""There was a Chinese Wall between LJM and Enron,"" he said, adding that Enron wasn't obligated to do deals with the LJM entities and did so when it was in Enron's best interest. +Lay and Enron's board continue to have the ""highest faith and confidence"" in Fastow, he added. +Fastow resigned his roles with the LJM entities in June after criticism from Wall Street. +Enron ended its financial relationships with the partnerships. +It took a $35 million charge in the third quarter and reduced shareholders' equity by $1.2 billion as a result. +During the call Enron executives also addressed other issues. +They stressed that Enron expects to continue having sufficient liquidity to carry out normal operations and took questions about two financing vehicles, Whitewing and the Atlantic Water Trust, that it set up so it could invest in certain assets without issuing debt or Enron shares at the time of the investments. +If Enron should lose its current investment-grade quality debt rating, commitments made as part of those financing vehicles could trigger steps that would cause the value of Enron's current outstanding shares to become diluted. +Jeff Dietert, an analyst with Simmons & Co. International in Houston who follows Enron, was among those on the call. He said afterward he received some new information about Enron's lines of credit. +""I had hoped to get a little bit more out of the call,"" he said. + + +OBSERVER - Busy signal. + +10/24/2001 +Financial Times (U.K. edition) +(c) 2001 Financial Times Limited . All Rights Reserved + +Busy signal +Enron should know plenty about bandwidth. +Through Enron Broadband Services, the giant energy company boasts about ""developing an open and efficient market for bandwidth that provides liquidity, reliability, price transparency and guaranteed service levels"". +But there were no guarantees about service levels yesterday, when Enron held a conference call to ""address investor concerns"" about its financial dealings. +Despite the bandwidth expertise, the call - the first time that Andrew Fastow, chief financial officer, has faced questions about the transactions from analysts - was available to just 300 lucky telephone diallers. A live webcast of the call was accessible on Enron's website, but without the chance to grill Enron brass. +Those investors and journalists who did make it through (some waited 20 minutes for their place at the party; others found their lines dropped mid-stream) heard volatile exchanges between analysts and company executives. An analyst chided for his part in lowering the company's share price was told by Ken Lay, Enron's chairman, that his question quota was up and it was time to move on. +(c) Copyright Financial Times Ltd. All rights reserved. +http://www.ft.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: Enron mulls ways to cover portfolio shortfalls-WSJ. + +10/24/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 24 (Reuters) - Enron Corp. Treasurer Ben Glisan said the company thinks it can repay about $3.3 billion in notes sold by investment vehicles it created without having to issue more stock, the Wall Street Journal reported in its online edition on Wednesday. +Enron may need to come up with funds to cover potential shortfalls in those investment vehicles, which could involve issuing additional shares, thereby diluting the position of current shareholders, the report said. +The report, which cites a Tuesday interview with Glisan, said the notes were sold to investors during recent years by several entities and are coming due during the next 20 months. The entities are known as the Marlin Water Trust II, the Marlin Water Capital Corp. II, the Osprey Trust and Osprey I Inc, the report said. +According to the report, Glisan said assets from those entities could be sold to pay off some of the notes. Enron is selling other assets, the report said. According to the newspaper, proceeds from those sales could go toward repaying the notes, which are ultimately guaranteed by Enron. +Glisan, according to the report, said it looks like asset sales will raise at least $2.2 billion by the end of 2002. +""There are a number of other assets we believe will raise sufficient proceeds"" to repay the notes, Glisan said, according to the report. ""But if we are wrong, we will issue equity."" +According to the report, Glisan said a worst-case scenario would involve issuing as much as $1 billion in stock. +Enron held a conference call on Tuesday, seeking to assuage investor concerns after U.S. regulators said they were looking into transactions involving the company's chief financial officer and its stock shed more than $10 billion in value over the past week. +Enron said on the call it can tap $3.35 billion from a credit line, suggesting it has enough liquidity to operate its core trading and marketing business, which can experience wide swings in cash flow, depending on commodity prices and market hedges. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Enron May Issue More Stock to Cover Obligations + +10/24/2001 +Dow Jones Business News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Enron Corp. might have to come up with several hundred million dollars or more during the next 20 months to cover potential shortfalls in investment vehicles it created, Wednesday's Wall Street Journal reported. +Covering such shortfalls could involve issuing additional Enron (ENE) shares, diluting the position of current shareholders. +However, Enron Treasurer Ben Glisan said in an interview yesterday that the company believes it can repay about $3.3 billion in notes that were sold by those investment vehicles without having to resort to issuing more stock. The notes were sold to investors during recent years by several entities -- known as the Marlin Water Trust II, the Marlin Water Capital Corp. II, the Osprey Trust and Osprey I, Inc. The notes are coming due during the next 20 months. +Mr. Glisan said assets from the entities could be sold to pay off some of the notes. Also, Enron is selling other assets. Proceeds from those transactions also could go toward repaying the notes, which ultimately are guaranteed by Enron. +He said it appears that asset sales will raise at least $2.2 billion by the end of next year. This amount includes cash proceeds of $1.55 billion from the previously announced sale of Enron's Portland General Electric utility unit. Enron hopes to complete that sale by the end of 2002. +""There are a number of other assets we believe will raise sufficient proceeds"" to repay the notes, Mr. Glisan said. ""But if we are wrong, we will issue equity."" Mr. Glisan said a worst-case scenario would involve issuing as much as $1 billion in stock. Enron said it has about 850 million shares outstanding. +Making up any shortfall with equity has become more expensive because of the drop in Enron's share price. In 4 p.m. New York Stock Exchange composite trading, Enron shares were down 86 cents to $19.79. The stock was once again one of the most actively traded with about 27 million shares changing hands. Early this year, Enron stock was more than $80 a share. +Copyright (c) 2001 Dow Jones & Company, Inc. +All Rights Reserved. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Business; Financial Desk +IN BRIEF / ENERGY Enron Asks Citigroup for $750-Million Loan +Bloomberg News + +10/24/2001 +Los Angeles Times +Home Edition +C-2 +Copyright 2001 / The Times Mirror Company + +Enron Corp., the biggest energy trader, has asked Citigroup Inc. to arrange a $750-million loan, ensuring access to credit if the beleaguered company is cut off from money markets, say people familiar with the matter. +Enron's shares and bonds plunged after the firm said the Securities and Exchange Commission was probing its finances. +The Houston-based business, whose stock has fallen 75% this year amid concerns about failed investments, depends on a $3-billion commercial paper, or short-term debt, program to finance day-to-day operations. +As a second-tier commercial paper borrower, any ratings drop may cut off Enron from the commercial paper market and raise costs of short-term debt. +Enron shares dropped 86 cents to close at $19.79 on the New York Stock Exchange. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Report on Business: The Wall Street Journal +What's News +United States +Wall Street Journal + +10/24/2001 +The Globe and Mail +Metro +B9 +""All material Copyright (c) Bell Globemedia Publishing Inc. and its licensors. All rights reserved."" + +Enron Corp. might have to come up with several hundred million dollars over the next 18 months to cover potential shortfalls in investment vehicles it created, treasurer Ben Glisan said. The possible shortfall related to about $3.2-billion (U.S.) in notes that related entities sold to investors since 1999, he said. Proceeds from those notes were invested in various Enron assets. Mr. Glisan said those notes come due over the next 18 months and Enron still hopes to sell enough assets to fully repay the notes. However, making up any shortfall with funds raised by selling stock has become more expensive as Enron's share price has plunged. Over the past week, shares of the energy trading giant have fallen more than 40 per cent. + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Abreast of the Market +Everest Re, St. Paul and Providian Drop, but Markets Stay Resilient +By Robert O'Brien +Dow Jones Newswires + +10/24/2001 +The Wall Street Journal +C2 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -- Stocks ended only slightly lower as the recently resilient market largely withstood the effects of dismal corporate profit statements. +Shares of drug maker Pharmacia fell $4.37, or 13%, to $38.39, after the company issued third-quarter results that topped Wall Street's forecasts, but also issued 2002 profit projections that left some analysts disappointed. +In fact, several drug companies saw their stock prices fall as investors responded to their quarterly profit statements. Shares of Bristol-Myers Squibb, for example, gave up 1.68, or 2.8%, to 58.02, American Home Products lost 1.40, or 2.3%, to 58.90, and Schering-Plough eased 74 cents, or 1.9%, to 38.17. +Shares of several insurance and reinsurance providers also pulled back in reaction to profit statements, with Everest Re falling 6.40, or 8.4%, to 69.50, and St. Paul dropping 93 cents, or 1.9%, to 49.25. +Power utility Exelon, Chicago, was set back 3.42, or 7.7%, to 41.08, after its third-quarter results topped forecasts, but drew critical comments from several analysts. +Nevertheless, even with the grim earnings outlook, investors showed continued reluctance to throw in the towel. +""Institutional investors are busy trying to gauge the sentiment in the market,"" Richard Cripps, market strategist at Legg Mason, said. ""Their fear is that the market makes a four or five percent upside run very quickly, which is eminently possible, and they can't afford to miss it."" +Some seasonal factors also have played a role in supporting stock prices recently. For many mutual funds, for example, their fiscal year concludes at the end of October. Some are doing what is called window dressing -- buying stocks that their investment disciplines say should be in their portfolio -- while others need to boost their overall exposure to the equities market. +Whatever the reason, the market has been making some big moves when prices have risen, and modest moves when they have declined. The Dow Jones Industrial Average, which ran up 172.92 points Monday, declined 36.95 points yesterday, a loss of 0.39%, to 9340.08. +The Nasdaq Composite Index declined 3.64 points, or 0.21%, to 1704.44. Volume levels showed some improvement over Monday's rather sluggish pace. +Investors haven't completely rolled over. In a handful of the situations in which their ire has been raised, they have lashed those stocks repeatedly. Shares of SBC Communications, one of Monday's disappointments, got punished again, falling 2.62, or 6.3%, to 38.78, and fell back in range of a 52-week low of 38.20, set June 26. +Consumer lender Providian Financial got sent to a fresh 52-week low, off 41 cents, or 8.3%, to 4.55. Enron, which has fallen on concerns about conflicts of interest in dealings among the company, a power marketer, and partnerships that were set up and run by its chief financial officer, dropped an additional 86 cents, or 4.2%, to 19.79, hitting a 52-week low intraday. +There were some winning profit statements. Shares of CSX, for example, rose 2.45, or 7.5%, to 35.19, after the Richmond, Va., rail-freight concern reported third-quarter earnings that, while they fell short of year-ago performance, nevertheless managed to top Wall Street's forecasts. +Vitesse Semiconductor (Nasdaq), a Camarillo, Calif., maker of integrated circuits used in high-bandwidth communications networks, added 43 cents, or 4.5%, to 9.99, even though the company's losses for its fiscal fourth quarter proved sharper than expected. +NetIQ (Nasdaq) dropped 4.23, or 14%, to 26.17, even though the Santa Clara, Calif., developer of networking software posted fiscal first-quarter results late Monday that topped what analysts had been looking for. +Chartered Semiconductor (Nasdaq) advanced 40 cents, or 2.1%, to 19.10. The Singapore chip foundry reported third-quarter results that showed a loss for the period, but nevertheless proved to be a little more encouraging than analysts had projected. +Shares of several cable-television operators moved higher. Charter Communications added 59 cents, or 4.5%, to 13.62, Comcast gained 40 cents, or 1.1%, to 36.82, and Cox Communications rose 44 cents, or 1.1%, to 40.15. Thomas Weisel Partners said that cable operators should benefit from SBC Communications' decision, revealed Monday with its quarterly results, to scale back the growth of its digital subscriber line service offering. +EarthLink (Nasdaq) slid 2.51, or 14%, to 14.85. The Atlanta Internet service provider issued stronger-than-expected third-quarter results, but also signaled that its customer growth had slowed. +AT&T Wireless increased 1.26, or 9.7%, to 14.20. The Redmond, Wash., provider of wireless communications services reported third-quarter results that topped what analysts had been looking for. +Several steelmakers moved higher following a ruling late Monday by the U.S. Trade Commission, which said it determined that domestic steelmakers have been significantly harmed by cheap imports; the ruling could lead to the erection of barriers limiting steel imports. USX-U.S. Steel Group gained 28 cents, or 1.9%, to 15.02, Nucor rose 1.05, or 2.5%, to 42.87, and AK Steel improved 41 cents, or 4.6%, to 9.31. +McKesson advanced 1.56, or 4.2%, to 38.95. The San Francisco drug distributor and health-care information technology provider posted stronger-than-expected fiscal second-quarter results. +Watson Pharmaceuticals fell 3.05, or 6%, to 48.11. UBS Warburg reduced its rating on the Corona, Calif., drug maker, and lowered its earnings projections for the company. +Furniture Brands dropped 2.04, or 8.9%, to 20.96. UBS Warburg cut its rating on the St. Louis furniture manufacturer, saying it believes the company has lost market share to rival manufacturers. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +International News +U.S. Energy Giant Weighs a Move To Pull Out of India +Associated Press + +10/24/2001 +The Asian Wall Street Journal +9 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW DELHI -- Following Enron Corp. U.S. energy company AES Corp. has turned to the Indian prime minister for help in settling its grievances with a state government. +In a letter to Atal Bihari Vajpayee, AES Corp.'s President Dennis W. Bakke said his company's determination to continue in India is being tested by the government of eastern Orissa state. +A copy of the letter, dated Oct. 1, was made available to the Associated Press. +AES operates two power plants in Orissa, holds 49% of the Orissa Power Generation Corp. and manages the main power distribution company in the state. +AES and Enron are the only major American power companies to make big investments in India since the government allowed foreign investment in the sector in the early 1990s. +In his letter, Mr. Bakke drew Mr. Vajpayee's attention to the ""expropriation, repeated contract violations, intimidation . . . and direct interference with day-to-day management"" by the state government and its agencies. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +UK: LNG delays could spawn shipping crisis - analysts. +By Pete Harrison + +10/24/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +LONDON, Oct 24 (Reuters) - The transport chain supporting the global LNG industry will be finely poised in coming years between profitability and a crisis of oversupply if projects miss their deadlines, shipping analysts warn. +More LNG tankers than ever before are being constructed in the shipyards of the Far East, many of them ordered speculatively against anticipated demand, which might emerge later than scheduled. +""The issue is timing,"" Jarle Sjo, shipping equity analyst at Oslo-based investment bank First Securities told Reuters. +""Historically, LNG projects have been delayed - you can estimate at about six months - and if that happens it will probably get ugly in the short term,"" he added. +The world fleet of LNG tankers currently numbers 123, but will have swollen by about 37 percent by the end of 2004, according to shipping database Fairplay. +Gas industry analysts expect some LNG projects to be delayed as a result of the economic downturn, excess capacity at existing plants in Asia and a sharp fall in U.S. natural gas prices this year. +Svein Erik Amundsen, Managing Director of Norwegian shipping group Bergesen, said that a sustained economic downturn could have ""consequences."" +""I wouldn't be surprised by project delays,"" he told Reuters. ""This could result in some tonnage coming out of the yards without immediate employment."" +""I think you can say we're still optimistic, but more cautiously optimistic than before,"" he added. Bergesen has three new LNG ships on order, two of which have already been contracted out to Belgian gas distributor Distrigas. +STOP AND THINK +The world's largest and only pure LNG shipping player, Golar LNG, historically bullish in its outlook, has also been forced to stop and consider the problem. +Golar has six ships locked into long-term contracts, but four more are under construction at South Korea's Daewoo and Hyundai yards and do not yet have firm future employment. +""There is a reasonable balance between the production coming onstream and the amount of ships ordered,"" Golar Executive VP Sveinung Stohle told Reuters, ""The only risk is things might be delayed."" +Stohle said that contracting out the new ships remained an option, but it was also developing an LNG trading arm, which might have a use for some of them. +Golar's closest competitor in terms of size, Exmar, is taking a more traditional approach. It has six ships on order and said it would leave as little as possible to chance. +""We've chartered out all of them except the Samsung ship, which is under offer for the (Qatari) RasGas tender,"" Managing Director Nicolas Saverys told Reuters. Four are booked out to El Paso and one to Enron. +He said that until all the upcoming projects had their Supply Production Agreements in place, it would be too risky for companies to place fresh ship orders. +""It's a good time to wait,"" said Saverys. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +INDIA PRESS:British Gas Seeks ONGC Deal For Field Control + +10/24/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW DELHI -(Dow Jones)- British Gas has offered India's Oil & Natural Gas Corp. (P.ONG) equity in its exploration acreage in Brazil and a cash settlement in lieu of operatorship of the Tapti Panna and Mukta oil fields, the Economic Times reported Wednesday. +ONGC and Reliance Industries Ltd. (P.REL) are claiming operatorship of the Tapti Panna and Mukta oil fields following Enron Oil & Gas India Ltd.'s 30% stake sale to BG, according to the report. +State-owned ONGC holds a 40% stake in the Panna-Mukta and Tapti fields and Reliance owns 30%. +The Enron Oil & Gas stake sale will fall through if BG isn't given the operatorship of the oil fields, Nigel Shaw, vice president of BG India said in the report. +Shaw said the equity partners are in discussions on the issue of operatorship, the report said. +British Gas is a unit of BG Group PLC (BRG). Enron Oil & Gas is a unit of Enron Corp. (ENE). + +Newspaper Web site: http://www.economictimes.com + +-By Dow Jones Newswires; 91-11-461-9426; ruchira.singh@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +BG Offers ONGC Brazilian Assets to Get Managing Rights in India +2001-10-24 01:12 (New York) + + + Mumbai, Oct. 24 (Bloomberg) -- BG Group Plc has offered Oil & +Natural Gas Corp. a stake in exploration projects in Brazil if +India's biggest oil producer allows BG to run the oil fields it +bought from Enron Corp. in India, the Economic Times reported, +without citing any officials. + + BG's purchase of Enron's 30 percent stake in the three oil +and gas areas in India is contingent on winning the right to +manage the developments. Reliance and ONGC, which together own 70 +percent of the exploration venture, have both claimed rights to +run the oil and gas fields. + + BG has asked ONGC to waive its right to decide the operator +after Enron quits in return for a stake in its oil and gas sites +in Brazil, the paper said. It didn't give details on the Brazilian +interests BG may offer ONGC. BG has set Oct. 31 as a deadline to +resolve the ownership dispute, the paper said. + + The purchase from Enron would give BG a 30 percent stake in +the Tapti and Panna-Mukta oil and gas fields, as well as 63 +percent of an untapped deposit on the west coast of India. The +assets hold more than 170 million barrels of oil and gas. + + Before agreeing with BG, Enron rejected bids from its Indian +partners, ONGC and Reliance, as well as from the nation's biggest +refiner, Indian Oil Corp. + + +House stimulus bill would give billions to huge companies; Senate Democrats present alternative +By CURT ANDERSON +AP Tax Writer + +10/23/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +WASHINGTON (AP) - General Motors, IBM and Kmart are among corporations that would receive billions of dollars in tax refunds under a $100 billion House Republican economic stimulus package. Democrats say it is far too generous to companies and does too little for individuals. +Seven companies would get a total of $3.3 billion in refunds of alternative minimum taxes they paid as far back as 1986. The tax, which the House legislation also would repeal outright, is intended to ensure a basic minimum income tax is paid by companies and individuals that claim numerous deductions and credits. +IBM would get a $1.4 billion refund, according to the nonpartisan Congressional Research Service, while GM would get $832 million, Kmart $102 million and General Electric $671 million. Others specified for big refunds include energy giant Enron, at $254 million; U.S. Steel, $39 million; and grocery chain Kroger, $9 million. +In addition, the study found that Ford Motor Co. would get a refund that could total $2.3 billion, while Chevron's could reach $314 million. +Counting repeal of the tax, corporations would get more than $25 billion in tax relief from these minimum tax provisions in 2002 alone. In addition, the bill would make permanent a temporary tax break for financial services firms doing a lot of overseas business, providing them $21 billion in tax relief over 10 years. +The generous corporate tax breaks are among the most contentious items in the House GOP measure, scheduled for a floor vote Wednesday. Democrats say the measure is certain to change once it reaches the Senate; the Bush administration also has signaled that $100 billion is too costly. +""It's clear the House bill cannot pass the Senate as it is,"" said Sen. John Breaux, D-La. +For individuals, the House legislation includes a new round of tax rebate checks for workers who didn't get them this summer and a cut in the current 27 percent income tax rate to 25 percent in 2002, four years earlier than under the just-enacted tax cut. The measure also reduces capital gains rates from 20 percent to 18 percent for most taxpayers, enhances business equipment write-offs and allows companies to deduct current losses against taxes paid five years earlier. +The primary sponsor, Ways and Means Committee Chairman Bill Thomas, said in a newspaper opinion piece published Tuesday in USA Today that the legislation ""is a shot of adrenaline"" that will help restart the economy while not triggering inflation. +""Businesses generate jobs, and jobs are the core of a strong economy,"" wrote Thomas, R-Calif. +While bipartisan support backs some of the House items, Senate Democrats have been pushing for expanded unemployment benefits and help for workers who lose health insurance. Sen. Max Baucus, chairman of the Senate Finance Committee, presented a $70 billion proposal Tuesday that would extend unemployment benefits by 13 weeks, provide a 50 percent federal match for COBRA health insurance policies and allow more workers to qualify for Medicaid. +The legislation also includes rebate checks and some business items similar to the House bill but not the capital gains reduction or the alternative minimum tax relief. Tax cuts in the Baucus measure would total $35 billion in 2002, far below the House GOP level. +""This proposal appropriately responds to the sign of the times, helping this nation get back to work and recover quickly,"" said Baucus, D-Mont. +Other Democrats were working on spending programs. Senate Appropriations Committee Chairman Robert Byrd, D-W.Va., said he was putting together a $20 billion package that included hiring extra customs and border agents and food inspectors, augmented security at nuclear plants and purchase of more vaccines. +Sen. Charles Grassley, R-Iowa, said President Bush does not want the stimulus bill laden with additional spending. +""Everything in this package needs to be stimulative,"" Grassley said. ""There needs to be more done on the investment side."" +--- +On the Net: House members: http://www.house.gov/house/MemberWWW.html + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Wechsler Harwood Halebian & Feffer LLP Announces Class Periods + +10/23/2001 +PR Newswire +(Copyright (c) 2001, PR Newswire) + +DQE, Inc. (DQE); Enron Corp. (ENE) +NEW YORK, Oct. 23 /PRNewswire/ -- Notice to persons who transacted in the following securities and respective class periods: CORPORATION CLASS PERIOD DUE DATE +DQE, Inc. 12/06/00-04/30/01 12/05/01 +(NYSE: DQE) +Enron Corp. 01/18/00-10/17/01 12/21/01 +(NYSE: ENE) +Wechsler Harwood Halebian & Feffer LLP (""Wechsler Harwood"") (http://www.whhf.com) has been retained to investigate claims or filed class action complaints involving the securities of the above companies on behalf of investors. +Wechsler Harwood has extensive experience representing shareholders in class actions and has served as lead counsel on behalf of shareholders in many such actions. The reputation and expertise of this firm in shareholder and other class actions has repeatedly been recognized by the courts. +If you wish to discuss these actions, or have any questions concerning this notice or your rights or interests with respect to these matters, please contact Wechsler Harwood Halebian & Feffer LLP, 488 Madison Avenue, New York, New York 10022, by calling toll free 877-935-7400 or by contacting: Patricia Guiteau +Wechsler Harwood Shareholder Relations Department; DQE, Inc.: +pguiteau@whhf.com or whhfus@yahoo.com. +Ramon Pinon, IV +Wechsler Harwood Shareholder Relations Department; Enron Corp.: +rpinoniv@whhf.com or whhfus@yahoo.com. +MAKE YOUR OPINION COUNT - Click Here +http://tbutton.prnewswire.com/prn/11690X72542557 + + +/CONTACT: For DQE - Patricia Guiteau, pguiteau@whhf.com, or For Enron - Ramon Pinon, IV, rpinoniv@whhf.com, both of Wechsler Harwood Shareholder Relations Department, whhfus@yahoo.com/ 18:37 EDT +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Business +Stock Analysis/Call In +Bruce Francis, Kathleen Hays + +10/23/2001 +CNNfn: Markets Impact +(c) Copyright Federal Document Clearing House. All Rights Reserved. + +KATHLEEN HAYS, CNNfn ANCHOR, MARKETS IMPACT: Both the Dow and the Nasdaq lost ground today after another big round of earnings news. +FRANCIS: Lets go to Keith in Alaska with a quick question for Don and Don let`s give us a zippy answer to. +LUSKIN: All right. +CALLER: Hey Don I like to know as far as Enron (URL: http://.www.enron.com/) is concerned, how representative of the energy sector is this because I`ve been watching as a small investor that`s kind of brand new, watching it just kind of plummet. So and I`m only investing a little bit every month in it but you think that`s pretty wise idea just kind of keep on doing small investments? +LUSKIN: Well as a general investing strategy yes but Enron is a special case where we have a company that`s in bad trouble. We had a CEO who basically left without explanation a couple of months ago, then yesterday the CFO has been accused of some pretty strange looking self dealing issues. We don`t know how that`s going to resolve but this is a company under a cloud so you might want to hold off on your buying program until that cloud lifts a little bit. +FRANCIS: All right Don, thank you very much; we appreciate it. Don Luskin. +LUSKIN: All right. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/469.","Message-ID: <14713766.1075852704937.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 08:14:01 -0700 (PDT) +From: msagel@home.com +To: jarnold@enron.com +Subject: Natural update +Cc: mmaggi@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mmaggi@enron.com +X-From: ""Mark Sagel"" @ENRON +X-To: John Arnold +X-cc: Mike Maggi +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Just a followup to our phone call earlier this morning. Have begun to see short-term intraday topping patterns. Natural has reached its mid-range of price objectives. See no rationale for holding significant length here. Winter months seem especially high and most vulnerable to correction. The first hour's negative close produced a sell signal against today's high. Still too early to ascertain if this is the end of entire up move. Have targets into early next week, but mkt. has reached where it needed to." +"arnold-j/deleted_items/47.","Message-ID: <30140129.1075852689796.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 23:10:23 -0700 (PDT) +From: statements@investments.foliofn.com +To: jarnold@enron.com +Subject: FOLIOfn Monthly Statement +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""FOLIOfn Statements"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Dear FOLIOfn Member, + +You have a new monthly statement in your filing cabinet. + +Please review it as soon as possible to make sure it is +accurate. Also, please print out a copy for your records +because monthly statements are deleted from your filing +cabinet after six months. + +To view your monthly statement, please follow these steps: + +1. Visit our Web site at http://www.foliofn.com +and log in with your user name and password. +2. View your filing cabinet by clicking on the filing cabinet +icon at the top of the My Accounts page. Or, you can select +""View Filing Cabinet"" in the drop-down box for your account. +3. Once you're in your filing cabinet, please click on your +monthly statement at the bottom of the page. + +If you have any questions, please reply to this email or call +us toll-free at 1-888-973-7890, 24 hours a day, seven days a +week. + +Thank you for using FOLIOfn. + +Sincerely, + +The FOLIOfn Team +FOLIOfn Investment, Inc. +Member NASD and SIPC" +"arnold-j/deleted_items/470.","Message-ID: <31661383.1075852704960.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 06:33:37 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: RE: ng: z1,f2.g2,h2 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +JA: +I concur. +Producer shutins are BS- they have not felt any pain +Economic recovery is a no show +Im trying to understand next summer a little better + +still owe u my notes on FP&L and AEP --will do when i Get back on Thursday + +u still long GD? great job this month! + +-----Original Message----- +From: Arnold, John +Sent: Mon 10/22/2001 11:25 PM +To: Fraser, Jennifer +Cc: +Subject: RE: ng: z1,f2.g2,h2 + + +bearish still but a matter of timing. current rally a function of reshaping the curve with incremental stg still available to ecourage economic withdraws come december. think recent increase in bullish fundamental situation is more a result of price (1.80 in bid week) than anything else. Think that with this bidweek being, as we stand now, above resid and above the coal stack, fundamentals worsen considerably to the point where price must go down. Still very bearish first half '02. + +-----Original Message----- +From: Fraser, Jennifer +Sent: Mon 10/22/2001 12:18 PM +To: Arnold, John +Cc: +Subject: ng: z1,f2.g2,h2 + + + +any thoughts? " +"arnold-j/deleted_items/471.","Message-ID: <26697429.1075852705017.JavaMail.evans@thyme> +Date: Tue, 23 Oct 2001 06:05:33 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +SEC Seeks Information on Enron Dealings With Partnerships Recently Run by F= +astow +The Wall Street Journal, 10/23/01 +Where Did the Value Go at Enron? +New York Times, 10/23/01 +FRONT PAGE - FIRST SECTION: SEC probes Enron over financial dealings=20 +Financial Times; Oct 23, 2001 +COMPANIES & FINANCE THE AMERICAS: Group full of surprises after failing to = +open up=20 +Financial Times; Oct 23, 2001 +Enron Discloses SEC Inquiry=20 +The Washington Post, Oct 23, 2001 + +Enron Suffers After Unclear Disclosure, New York Times Says +Bloomberg, 10/23/01 + +SEC asks Enron for investing data +Houston Chronicle, 10/23/01 + +Minnesota Mining and GM Climb In a Rally That Builds Late in Day +The Wall Street Journal, 10/23/01 +WORLD STOCK MARKETS: Wall St bargain hunters counter earnings gloom AMERICA= +S=20 +Financial Times; Oct 23, 2001 +Milberg Weiss Announces Class Action Suit Against Enron Corp. +Business Wire, 10/22/01 +Enron To Host Conference Call Tues 9:30 am EDT +Dow Jones News Service, 10/22/01 +Janus Had Biggest Enron Stake at End of 2nd-Quarter (Update1) +Bloomberg, 10/22/01 + +Enron Says SEC Asks About Related-Party Transactions (Update9) +Bloomberg, 10/22/01 + +Trusts Keeping Enron Off Balance +TheStreet.com, 10/22/01 + +Why Enron's Writedown Unnerves Some Investors +TheStreet.com, 10/22/01 + + + + +SEC Seeks Information on Enron Dealings With Partnerships Recently Run by F= +astow +By Rebecca Smith and John R. Emshwiller +Staff Reporters of The Wall Street Journal + +10/23/2001 +The Wall Street Journal +A3 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Enron Corp. said it has been contacted by the Securities and Exchange Commi= +ssion seeking information on the energy giant's controversial dealings with= + partnerships that were set up and run until recently by its chief financia= +l officer, Andrew S. Fastow.=20 +Following Enron's announcement yesterday morning of the SEC inquiry, the co= +mpany's stock took another big slide, falling more than 20% in New York Sto= +ck Exchange trading. As of 4 p.m., Enron shares were trading at $20.65, off= + $5.40, knocking about $4 billion off Enron's market capitalization. Volume= + topped the Big Board's most-active list at about 36 million shares. A week= + ago, Enron stock was trading at about $33 a share. Subsequently, the compa= +ny announced a $1.01 billion third-quarter write-off that produced a $618 m= +illion loss. +Analysts also voiced concerns yesterday about possible other bad news lurki= +ng amid Enron's vast and extremely complex operations. The company has deal= +ings with a number of related entities. Under certain circumstances, if Enr= +on's credit rating and stock price fall far enough, the company would be ob= +ligated to issue tens of millions of additional shares to these entities, d= +iluting the holdings of current shareholders.=20 +Enron has previously acknowledged the provisions but said its business is s= +trong and it feels confident that there will be no defaults.=20 +In a statement, Enron Chairman and Chief Executive Kenneth Lay said the com= +pany ""will cooperate fully"" with the SEC inquiry and ""look(s) forward to th= +e opportunity to put any concern about these transactions to rest."" Enron h= +as consistently said that it believes its dealings with the Fastow-related = +partnerships were proper and properly disclosed. The company has said it pu= +t billions of dollars of assets and stock into partnership-related transact= +ions as a way to hedge against fluctuating market conditions.=20 +The SEC inquiry came from the agency's Fort Worth, Texas, regional office. = +According to a person familiar with the matter, this would indicate that th= +e inquiry comes from the SEC's enforcement arm, as opposed to its corporate= +-finance section. The participation of the enforcement branch would indicat= +e that the agency is looking into whether there were possible violations of= + securities law. However, enforcement-branch inquiries often don't produce = +any allegations of wrongdoing. It also appears that the SEC hasn't yet take= +n the step of launching a formal investigation, which would be a sign that = +the agency believes securities laws might have been violated. The SEC decli= +ned to comment.=20 +Certainly, there have been questions and concerns about those partnership t= +ransactions, which contributed to a $1.2 billion reduction in shareholder e= +quity last week as part of Enron's efforts to unwind the deals. Mr. Fastow,= + who has declined repeated interview requests, resigned from the partnershi= +ps, known as LJM Cayman LP and LJM2 Co-Investment LP, in late July in the f= +ace of rising conflict-of-interest concerns by Wall Street analysts and maj= +or company investors.=20 +Since then, internal partnership documents have shown that Mr. Fastow and p= +erhaps a handful of Enron associates made millions of dollars last year in = +fees and capital increases as general partner of the LJM2, the larger of th= +e two partnerships.=20 +Mr. Fastow's partnership arrangement caused some unhappiness inside Enron, = +according to people familiar with the matter. For instance, these people sa= +y, sometime after the creation of the partnerships in 1999, Enron Treasurer= + Jeffrey McMahon went to company president Jeffrey Skilling and complained = +about potential conflicts of interest posed by Mr. Fastow's activities. Mr.= + Skilling didn't share Mr. McMahon's concern, these people say, and Mr. McM= +ahon requested and received reassignment to another post.=20 +Mr. Skilling resigned as Enron president and chief executive in mid-August,= + citing personal reasons and the fall in Enron's stock price, which peaked = +at about $90 a share last year. Mr. McMahon and Mr. Skilling haven't respon= +ded to repeated interview requests.=20 +Investors are also concerned about potential problems arising in Enron's de= +alings with other related entities. In some cases, Enron could be required = +to issue large amounts of stock to noteholders in some of the entities if c= +ertain so-called double trigger provisions occur.=20 +For example, last July Enron helped create the Marlin Water Trust II, which= + sold $915 million in notes that are due July 15, 2003. However, Enron can = +be considered in default, in advance of that date, if its stock price falls= + below $34.13 for three trading days and its senior debt is downgraded to b= +elow investment grade by either Moody's Investors Service or Standard & Poo= +r's.=20 +Currently, Enron debt is still investment-grade at both ratings agencies an= +d would have to be lowered by several notches to fall into a noninvestment = +grade category. Last week, Moody's put Enron on review for a possible downg= +rade. However, observers believe that even if Moody's lowers Enron's rating= +, the company will still be investment-grade. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +October 23, 2001 +Where Did the Value Go at Enron? +By FLOYD NORRIS +New York Times +What really went on in some of the most opaque transactions with insiders e= +ver seen? +Wall Street has been puzzling over that since Enron (news/quote ) released its quarterly earnings a week= + ago. Yesterday shares in Enron plunged $5.40, to $20.65, after the company= + said that the Securities and Exchange Commission was looking into the tran= +sactions. +The reaction was in some ways puzzling. Given the questions that have been = +raised since the earnings announcement - some of them prominently featured = +in The Wall Street Journal - it was likely that the S.E.C. would begin a pr= +eliminary inquiry. +Whether it will go farther than that is not clear, but if nothing else the = +slide in Enron shares over the last week shows the hazards that can confron= +t a company that allows word of a major reduction in its balance sheet valu= +e to dribble out. Enron's shares rose 67 cents, to $33.84, last Tuesday, as= + investors first reacted to the earnings announcement. But since then they = +have fallen $13.19, or 39 percent. +The $1.2 billion reduction in shareholders' equity was not mentioned in a n= +ews release Enron issued on its quarterly earnings last Tuesday. It was bri= +efly mentioned in a conference call with analysts, but many of the listener= +s seem to have not noticed that, wrongly thinking Kenneth L. Lay, Enron's c= +hairman and chief executive, was referring to a $1 billion write-off that w= +as disclosed in the earnings release. +When questions were asked in the following days, the explanations were less= + than thorough. Enron explained that the reduction in shareholders' equity = +was related to the termination of ""structured finance vehicles"" involving p= +artnerships that had been controlled by the company's chief financial offic= +er. +""Both the debt and the equity people are looking for more clarity about how= + the company goes about its business,"" said Ralph Pellecchia, a credit anal= +yst at Fitch Investors Service. He added that the issue of the company's ""c= +redibility related to this transaction really seems to have a life of its o= +wn."" +Enron declined yesterday to allow any officials to be interviewed about its= + financial reports. But last night it said Mr. Lay would hold another confe= +rence call with investors at 9:30 a.m. today.=20 +The company's earlier disclosures regarding the partnerships baffled many a= +nalysts. They referred to such things as ""share settled costless collar arr= +angements"" and ""derivative instruments which eliminated the contingent natu= +re of existing restricted forward contracts."" The disclosures said the comp= +any entered into the transactions ""to hedge certain merchant investments an= +d other assets."" +It appears that Enron was able to report profits from them, even though the= + underlying assets included investments that declined in value. The Wall St= +reet Journal, citing reports the partnerships made to institutional investo= +rs, has reported the partnerships did well enough to make large cash distri= +butions to their investors. Enron officials in recent days have refused to = +discuss the arrangements in any detail. +One of the questions that the S.E.C. may look into is whether the terminati= +on of those transactions should have been treated as a balance sheet item, = +or whether it should have been taken as a loss that affected reported earni= +ngs. An S.E.C. spokesman declined to comment. +Under accounting rules, a company's transactions in its own shares cannot p= +roduce profits or losses, whatever the effect on cash flow. So a company th= +at sells its shares for $10 each, and buys them back at $50, or at $1, will= + report no earnings effect. Enron said that the reduction to shareholders e= +quity, and a related reduction in notes receivable, ""is the result of Enron= +'s termination of previously recorded contractual obligations to deliver En= +ron shares in future periods."" +Stephen Moore, an analyst with Moody's Investors Service who has put Enron'= +s debt on review for a possible downgrade, said that while some of the deta= +ils were not clear, ""Essentially, Enron's promise was that a certain amount= + of Enron's shares would be worth $1 billion. The shares plummeted, and the= +y were not"" worth that much. +Enron emphasizes its own version of earnings, which leaves out some expense= +s, and directs attention away from its balance sheet, which is disclosed on= +ly in S.E.C. filings, not in the earnings news release. The reduction in sh= +areholders' equity would be shown only on the third-quarter balance sheet, = +which has yet to be released. +Earlier this year, Jeffrey Skilling, then Enron's chief executive, reacted = +strongly when a questioner on a conference call challenged the failure to p= +rovide balance sheet numbers when earnings were released. He called the que= +stioner a common vulgarity that surprised many listeners. Mr. Skilling late= +r resigned for what he said were personal reasons and Mr. Lay, the chairman= + and former chief executive, took back the latter title. +While Enron was riding high, its often difficult-to-understand reports were= + generally seen as not being a problem. The company appeared to be the domi= +nant force in the business of energy trading, and to be able to produce phe= +nomenal profits. When Mr. Lay was reported as having played an important ro= +le in formulating the Bush administration's energy policies, the aura was o= +nly enhanced. In January, the shares traded for $84. +But now, with some of the company's ventures clearly having run into proble= +ms, it appears that investors are growing less willing to accept the compan= +y's reports. That the partnership transactions were disclosed at all was be= +cause of the involvement of the chief financial officer, and some have wond= +ered if there might have been similar deals with others. +Mr. Lay has promised to make the company's financial reports easier to unde= +rstand, and last week's report was at first praised by some analysts for do= +ing just that. +In a news release yesterday, Mr. Lay said the company welcomed the S.E.C.'s= + request for information. ""We will cooperate fully with the S.E.C. and look= + forward to the opportunity to put any concern about these transactions to = +rest,"" he said. + +FRONT PAGE - FIRST SECTION: SEC probes Enron over financial dealings=20 +Financial Times; Oct 23, 2001 +By JULIE EARLE, JOHN LABATE and SHEILA MCNULTY + +Enron, the US energy giant, disclosed yesterday that the Securities and Exc= +hange Commission had asked it to provide financial information at the start= + of an informal inquiry.=20 +The announcement follows a rapid sell-off in the stock in reaction to Enron= +'s surprise revelation last week of a Dollars 1.2bn charge to equity to eli= +minate the dilutive effects of closing one of its controversial financing v= +ehicles.=20 +In revealing the SEC call for more detailed information ""regarding certain = +related party transactions"", Enron hopes to counter growing criticism that = +it should be more transparent. ""We welcome this request,"" said Kenneth Lay,= + Enron chairman and chief executive officer. ""We will co-operate fully with= + the SEC and look forward to the opportunity to put any concern about these= + transactions to rest.""=20 +The SEC probe into Enron's financial dealings is an informal one at this st= +age, according to the company, and the request for documents is voluntary. = +However, SEC probes often begin lightly as investigators gather information= + on an issue.=20 +Such a probe could turn into a formal investigation at any time. In that ca= +se, regulators would be armed with subpoena powers and could demand certain= + documents be handed over. The SEC would not confirm or deny the existence = +of the Enron probe.=20 +Mr Lay did not say which transactions the SEC was reviewing, although analy= +sts believe they relate to Andrew Fastow, Enron chief financial officer, wh= +o has been reported to have run a limited partnership that bought assets va= +lued at hundreds of millions of dollars from Enron.=20 +Analysts say the transactions, while controversial because of Mr Fastow's l= +inks to the company, have been disclosed. What concerns them, however, is h= +ow Enron valued the assets involved. www.ft.com/energy=20 +Copyright: The Financial Times Limited + +COMPANIES & FINANCE THE AMERICAS: Group full of surprises after failing to = +open up=20 +Financial Times; Oct 23, 2001 +By SHEILA MCNULTY + +Ronald Barone joked he would have to get plenty of rest ahead of Enron's re= +sults last week, noting the US energy company's reputation for producing wh= +at some analysts say is the most complicated of earnings reports.=20 +The UBS Warburg analyst was, nevertheless, as ill-prepared as his peers for= + the announcement of a Dollars 1.2bn charge to equity to eliminate the dilu= +tive effects of closing one of its controversial financing vehicles.=20 +The news overshadowed Enron's on-target 26 per cent increase in third-quart= +er earnings per share, sending the stock plunging.=20 +The Securities and Exchange Commission's subsequent request for more inform= +ation about Enron's financial activities has reinforced analyst perceptions= + that the company should have been more transparent in its reporting.=20 +Curt Launer, of Credit Suisse First Boston, says expectations for more disc= +losure had built up over the past two months. Kenneth Lay, Enron chairman, = +had promised to be more forthcoming when he resumed the duties of chief exe= +cutive following the resignation of Jeff Skilling in August.=20 +While Mr Lay did improve Enron's disclosure by creating headings for new bu= +siness segments and providing more detail within each of them, the Dollars = +1.2bn charge still caught the market off guard.=20 +""It came as a surprise to us,"" said Stephen Moore, of Moody's Investors Ser= +vice. ""We should have been informed that it was there.""=20 +Mr Barone found it disturbing that Enron disclosed the charge in ""a fleetin= +g comment"" during its conference call with analysts and did not mention it = +in its nine-page news release.=20 +""Despite progress in other areas, there appears to be much more work ahead = +before the lingering credibility issues that have vexed this company in the= + past are fully resolved,"" he said.=20 +Enron contends that ""we did disclose it in the conference call, and it was = +one of the first points raised in the Q and A session (on the conference ca= +ll)"".=20 +Mr Lay has pledged to co-operate with the SEC's request, which appears to b= +e part of an informal inquiry rather than an official investigation. In the= + meantime, he adds, Enron will focus on its core businesses.=20 +That is something analysts say Enron has strayed too far away from. Ray Nil= +es of Salomon Smith Barney says the company's core franchise - its wholesal= +e business - is doing well. Most of Enron's problems have arisen from stepp= +ing out of this area.=20 +""They need to come clean on the financial effects of all of their off-balan= +ce sheet financing,"" Mr Niles says. ""Investors want to see clear, easy-to-u= +nderstand financial information."" Moody's has placed Enron's Dollars 13bn i= +n debt securities on review for possible downgrade and Mr Moore believes th= +ere is potential for more write-offs.=20 +Enron is embroiled in a legal dispute with an Indian state electricity boar= +d over a power project and is one of several energy traders facing question= +s in California over accusations of a manipulation of power prices - a char= +ge it denies.=20 +Analysts say its UK businesses are not seeing big multiples, and Enron says= + it only expects to take Dollars 200m in ""goodwill"" versus Dollars 5.7bn on= + its books.=20 +Copyright: The Financial Times Limited + + +Enron Discloses SEC Inquiry=20 +Information Request Involves Ties to Money-Losing Partnerships=20 +Washington Post +By Peter Behr +Washington Post Staff Writer +Tuesday, October 23, 2001; Page E03=20 +Enron Corp. shares sank more than 20 percent yesterday after the Houston en= +ergy company disclosed a Securities and Exchange Commission request for inf= +ormation about Enron's ties to outside investment partnerships set up by th= +e company's chief financial officer. +The SEC would not comment on its action, which Enron spokesman Mark Palmer = +called an ""informal inquiry,"" not an investigation. ""We welcome this reques= +t,"" said Kenneth L. Lay, chairman and chief executive of the Houston-based = +company. +But the announcement jarred investors' confidence in the giant energy-tradi= +ng company, already hurt by the unexpected resignation of chief executive J= +effrey K. Skilling in August, and heavy losses from investments in broadban= +d Internet and other technology ventures. +""A lot of people threw in the towel today,"" said Anatol Feygin, an analyst = +with J.P. Morgan in New York. +The SEC request was made privately last Wednesday, the day after Enron repo= +rted a $1 billion write-off of investment losses and restructuring charges = +from unsuccessful technology ventures and other operations. The write-offs = +left Enron with a $618 million loss in the third quarter (84 cents a share)= +. +The Wall Street Journal reported last week that $35 million of the write-of= +f was tied to losses at limited partnerships established by Enron's chief f= +inancial officer, Andrew Fastow, and run by him until July. +Enron told investment analysts last week that it had repurchased 55 million= + shares of its stock held by the partnerships that Fastow had directed, red= +ucing shareholder equity by $1.2 billion. +According to the Wall Street Journal, Fastow set up several investment part= +nerships with the approval of Enron's board. The partnerships engaged in bi= +llions of dollars in complex financial transactions involving Enron and mad= +e major investments in power plants and other assets alongside Enron. +An Enron shareholder has filed suit in Texas state court alleging that Enro= +n's board violated its duty to the company by permitting the chief financia= +l officer to engage in the outside transactions that allegedly earned milli= +ons of dollars in fees for himself and other investors in the partnerships.= + What Enron received from the relationships is not clear. +Feygin said that the company had informed analysts about the limited partne= +rships, which offered Enron a way to take positions in strategic but uncert= +ain technology ventures without detailing the outcomes in its public financ= +ial statements.=20 +""In hindsight, that was an error in judgment. I don't think it was an error= + in principle,"" the analyst said. +Enron could have revealed the SEC inquiry last week but did not disclose it= + until yesterday, and for many investors, that was the last straw, Feygin s= +aid. +The stock closed yesterday at $20.65, down $5.40, as 36 million shares chan= +ged hands. +Staff researcher Richard Drezen contributed to this report. + + +Enron Suffers After Unclear Disclosure, New York Times Says +2001-10-23 06:31 (New York) + + + Houston, Oct. 23 (Bloomberg) -- The U.S. Securities and +Exchange Commission's decision to look into some Enron Corp. +transactions and the company's recent decline in value show what +can happen when a company lets a major reduction in its balance +sheet dribble out, Floyd Norris of the New York Times reported in +his column, citing analysts. + + Investors are concerned as to how Enron reduced shareholders' +equity by $1.2 billion and why this was not mentioned in a news +release the company issued with its quarterly earnings last +Tuesday, the paper said. + + Enron Corp.'s shares fell 21 percent yesterday after the +Houston-based company said the Securities and Exchange Commission +requested information on partnerships run by Chief Financial +Officer Andrew Fastow and other executives. Enron created +partnerships and other affiliated companies to buy and sell assets +such as power plants to lower the debt on its books. + + ``Both the debt and the equity people are looking for more +clarity about how the company goes about its business,'' said +Ralph Pellecchia, a credit analyst at Fitch Investors Service, +according to the Times. + +(New York Times 10-23 1) + + +Oct. 23, 2001 +Houston Chronicle +SEC asks Enron for investing data=20 +Stock price declines as regulators seek details on partnerships=20 +By LAURA GOLDBERG=20 +Copyright 2001 Houston Chronicle=20 +Shares in Enron Corp. fell almost 21 percent Monday after the company discl= +osed federal securities regulators asked for details on investment partners= +hips formerly run by its chief financial officer.=20 +The request covers transactions between Enron and two private partnerships,= + LJM Cayman and LJM2 Co-Investment, that did business with Enron.=20 +The partnerships entered into complex financing and hedging arrangements wi= +th Enron.=20 +Enron declined to say if the SEC's request -- which it called voluntary and= + said represents an ""informal inquiry"" -- included other issues.=20 +The SEC request, made by fax Wednesday to Enron and followed up with a call= + Thursday, comes as the Houston-based energy trader was already fighting to= + put a series of problems behind it and regain credibility with investors a= +nd analysts.=20 +""It's further bad news, further question marks related to Enron in general = +and this transaction specifically,"" Andre Meade, an analyst with Commerzban= +k Securities in New York, said of the SEC request.=20 +Some investors prefer to sit on the sidelines until the issue clears up, Me= +ade said, adding: ""The level of uncertainty with this stock has gotten pret= +ty high.""=20 +An SEC spokesman declined comment.=20 +Enron's Chief Financial Officer, Andrew Fastow, managed both of the LJM par= +tnerships, according to SEC filings made by Enron last year.=20 +Both partnerships are described as investment companies that primarily buy = +or invest in businesses involved in energy and communications.=20 +Fastow resigned his roles with the LJM partnerships in June amid criticism = +and questions from some on Wall Street about a potential conflict of intere= +st.=20 +Investors worried Monday that Fastow's duty to Enron shareholders competed = +with his duties to LJM, Meade said.=20 +In a written statement Monday, Ken Lay, Enron's chairman and chief executiv= +e officer, said the company welcomed the SEC's request.=20 +""We will cooperate fully with the SEC and look forward to the opportunity t= +o put any concern about these transactions to rest,"" said Lay, who reassume= +d the duties of CEO after Jeff Skilling resigned unexpectedly in August.=20 +Enron said its external and internal auditors and attorneys reviewed the ar= +rangements, its board was fully informed of and approved the arrangements, = +which were disclosed in Enron's SEC filings.=20 +The issue drew renewed interest from investors and analysts after Enron rel= +eased third-quarter earnings last Tuesday.=20 +During the quarter, Enron took $1.01 billion in one-time charges to reflect= + losses in its broadband, retail electricity and water investments.=20 +The amount also included $35 million related to ""early termination"" of Enro= +n's relationships with the LJM partnerships.=20 +During a call with analysts the same day, Enron said it recorded a $1.2 bil= +lion reduction to shareholder equity, or the shareholders' ownership stake = +in the company, as part of the LJM termination.=20 +Enron declined to answer questions Monday about the LJM entities, including= + those about their relationship with Enron or Fastow's role with them.=20 +The day after Enron's third-quarter earnings release, the Wall Street Journ= +al ran the first of three articles highlighting the LJM partnerships, Fasto= +w and Enron.=20 +The Journal's Friday report said LJM2 ""realized millions of dollars in prof= +its in transactions it did with Enron,"" and that ""Fastow, and possibility a= + handful of partnership associates, realized more than $7 million last year= + in management fees.""=20 +Shares in Enron, which closed last Tuesday at $33.84, ended the day Friday = +at $26.05. Then Monday, shares in Enron dropped by $5.40 to close at $20.65= +.=20 +Anatol Feygin, an analyst with J.P. Morgan in New York, believes there were= + no improprieties surrounding LJM.=20 +""From inception, the LJM situation was obviously one that would raise eyebr= +ows,"" said Feygin, adding Enron anticipated that and made sure proper legal= + structures were in place.=20 +The LJM entities are what's known as off-balance sheet financing vehicles, = +he said. Generally, they allow a corporation to take on financial obligatio= +ns without having to report them as liabilities.=20 +Feygin also said it appeared Enron intended to give Fastow an ""opportunity = +to participate in the upside from these entities"" to reward him.=20 +Even though the LJM transactions have been disclosed by Enron, Meade noted = +that they are complicated, difficult to follow and their implications tough= + to understand.=20 +In transactions detailed in an SEC filing made by Enron last year, LJM Caym= +an received shares of Enron common stock and LJM2 acquired assets from Enro= +n.=20 +Another filing last year said LJM Cayman and/or LJM2 acquired various debt = +and equity securities of certain Enron subsidiaries and affiliates.=20 +Investors are also concerned about potential shareholder lawsuits as well a= +s equity commitments facing Enron from two other financing vehicles called = +Whitewing and Marlin, Jeff Dietert, an analyst with Simmons & Co. Internati= +onal in Houston, wrote in a research note Monday.=20 +If Enron should lose its current investment-grade quality debt rating, thos= +e equity commitments from Whitewing and Marlin could trigger steps that wou= +ld cause the value of Enron's current outstanding shares to become diluted.= +=20 +At least two shareholders have already sued Enron's board in state district= + court, while two law firms filed suit on behalf of Enron shareholders Mond= +ay in federal court seeking class-action status.=20 +Carol Caole, an analyst with Prudential Securities in Houston, downgraded E= +nron from a buy to a hold Monday primarily because of issues surrounding th= +e credibility of Enron's management.=20 +Several times over the past six months, Caole asked specific questions of s= +enior Enron executives, she said. They denied problems existed, but six wee= +ks to two months later it was revealed there were, indeed, issues, she said= +.=20 +Coale recently asked about an SEC investigation and was told there wasn't o= +ne. But, she said, it turns out it's an ""inquiry,"" not an investigation.=20 + + +Abreast of the Market +Minnesota Mining and GM Climb In a Rally That Builds Late in Day +By Robert O'Brien +Dow Jones Newswires + +10/23/2001 +The Wall Street Journal +C2 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -- During yesterday's Wall Street rally, investors responded with = +accommodation toward the release of third-quarter earnings results and four= +th-quarter forecasts.=20 +Shares of Minnesota Mining & Manufacturing added $5.22, or 5.1%, to $107.39= + after the manufacturing company released third-quarter earnings, which nar= +rowly edged out analysts' projections, and spoke frankly of the challenges = +the company continues to face this quarter in light of economic weakness. +Despite this kind of hesitation about the economy's outlook, investors grav= +itated toward some of the manufacturing and capital-equipment stocks that t= +end to struggle during periods of weak economic activity. Shares of General= + Motors, for example, added 1.21, or 2.9%, to 42.57, Alcoa gained 1.16, or = +3.7%, to 32.83, and Fluor, an engineering and construction company, rose 1.= +79, or 4.2%, to 44.77.=20 +Stock averages initially struggled for direction, reflecting some skepticis= +m about the sustainability of the market's recent success, before turning f= +irmly higher in the final two hours of trading. Trading levels thinned out,= + as well; on the New York Stock Exchange, less than 1.1 billion shares chan= +ged hands, compared with 1.2 billion shares Friday, an options-expiration s= +ession.=20 +Nevertheless, market averages posted impressive gains. The Dow Jones Indust= +rial Average improved 172.92 points, or 1.88%, to 9377.03. The Nasdaq Compo= +site Index gained 36.77 points, or 2.2%, to 1708.08.=20 +""We had another one of those days where there is a lack of liquidity, so an= +y moves, in either direction, just get exaggerated,"" Bob Basel, senior trad= +er at Salomon Smith Barney, said yesterday.=20 +Shares of semiconductor companies, including makers of both chips and chip-= +making equipment, rose sharply after a spending forecast from Intel, the le= +ading chip maker, proved less grim than some experts had anticipated. The c= +ompany said its capital spending could be cut 10% to 20% in 2002 from this = +year's levels; that wouldn't be as severe as some chip industry experts had= + forecast.=20 +Shares of Applied Materials advanced 2.22, or 6.8%, to 34.77 on Nasdaq, whi= +le KLA-Tencor gained 2.74, or 7.5%, to 39.25, and Lam Research improved 1.3= +6, or 7.8%, to 18.80, all on Nasdaq. Among chip makers, Analog Devices rose= + 2.57, or 7.1%, to 38.74, LSI Logic gained 89 cents, or 5.6%, to 16.83, and= + Texas Instruments tacked on 1.17, or 4.2%, to 28.91. For its part, Intel r= +ose 1.15, or 4.8%, to 25.30 on Nasdaq.=20 +Shares of Lexmark International dropped 5.58, or 11%, to 44.77. The Lexingt= +on, Ky., maker of computer printers reported third-quarter results that mat= +ched Wall Street's forecasts, but warned that it continues to face sluggish= + demand in the fourth quarter.=20 +SBC Communications declined 2.24, or 5.1%, to 41.40. The telecommunications= + service provider reported third-quarter earnings that fell short of analys= +ts' forecasts, and warned that the company won't show ""meaningful growth"" n= +ext year.=20 +Citrix Systems fell 4.14, or 16%, to 21.08 on Nasdaq. Dain Rauscher reduced= + its rating on the Fort Lauderdale, Fla., maker of computer networking prod= +ucts, saying the company faces competitive pressures from products introduc= +ed by rival vendors.=20 +Jabil Circuit eased 16 cents, or 0.7%, to 22.90. The St. Petersburg, Fla., = +contract electronics maker adopted a so-called shareholder rights plan, whi= +ch is aimed at preventing an acquirer from gaining control of the company.= +=20 +EMC advanced 68 cents, or 5.9%, to 12.19. The Hopkinton, Mass., maker of da= +ta-storage systems signed what was described as a multibillion-dollar enter= +prise storage agreement with Dell Computer. Dell improved 50 cents, or 2.1%= +, to 24.55 on Nasdaq.=20 +SeaChange International advanced 88 cents, or 3.6%, to 25.03 on Nasdaq, boo= +sted by an upbeat research note from Dain Rauscher, which said the Maynard,= + Mass., provider of video-on-demand technology figures to have posted an up= +beat quarter.=20 +Lucent Technologies declined 20 cents, or 2.8%, to 6.90. UBS Warburg, in a = +research note, expressed some caution about the outlook for the telecommuni= +cations equipment maker's quarterly results.=20 +Emerson Electric gained 1.38, or 2.8%, to 50.27, even though the St. Louis = +manufacturer, which makes electronics and telecommunications products, amon= +g other product lines, reduced its earnings guidance for fiscal 2001.=20 +Enron lost 5.40, or 21%, to 20.65, setting a 52-week low. The Houston energ= +y trader, whose stock has weakened since recent articles in The Wall Street= + Journal raised questions about the company's relationship with two limited= + partnerships organized by its chief financial officer, said it had receive= +d a request for information on Wednesday from the Securities and Exchange C= +ommission regarding some of its transactions with those partnerships. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + +WORLD STOCK MARKETS: Wall St bargain hunters counter earnings gloom AMERICA= +S=20 +Financial Times; Oct 23, 2001 +By MARY CHUNG + +US equities rose sharply yesterday with bargain hunting in technology stock= +s countering a slew of mostly disappointing corporate earnings and more ant= +hrax scares.=20 +Gains accelerated late in the session as the Dow Jones Industrial Average s= +urged 172.92 to close at at 9,377.03 while the S&P 500 index added 16.42 at= + 1,089.90. The Nasdaq Composite rose 36.78 at 1,708.09. Volume remained lig= +ht with 1.1bn trades in the NYSE.=20 +Investors were upbeat in spite of a lack of positive news, suggesting under= +lying strength in the market and optimism for a rebound, some analysts said= +. The indices were slightly rattled after news that two postal workers in W= +ashington died after suffering symptoms consistent with anthrax, but the ma= +rket quickly regained its footing.=20 +""The market is acting very well. It's come an awful long way in a short tim= +e and had to deal with anthrax,"" said Alfred Goldman, chief market strategi= +st at AG Edwards. ""The message is that investors and consumers and the coun= +try are in a recovery mode.""=20 +Semiconductor stocks showed strength with Intel up 4.7 per cent at Dollars = +25.30 and Advanced Micro Devices 4.2 per cent at Dollars 9.58.=20 +Microsoft rose 3.9 per cent at Dollars 60.16 before the launch this week of= + its Windows XP operating system. Lexmark dropped 11 per cent at Dollars 44= +.77 after the company reported third-quarter results that met estimates, bu= +t warned of a fourth-quarter revenue shortfall. Applied Digital Solutions g= +ained 66 per cent at 58 cents after the company said it had formed a subsid= +iary to develop and market its ThermoLife thermoelectric generator product = +powered by body heat.=20 +3M gave a lift to Dow components, up 5.1 per cent at Dollars 107.39 after t= +he maker of Post-it notes said quarterly earnings beat expectations by a pe= +nny a share. The company forecast fourth-quarter profit would be in line wi= +th analyst estimates.=20 +SBC Communications was the biggest decliner within the Dow, down 5.1 per ce= +nt to Dollars 41.40 after it said earnings failed to meet Wall Street conse= +nsus estimates.=20 +American Express gained 3.4 per cent to Dollars 30.32 despite reporting a 6= +0 per cent drop in third-quarter earnings.=20 +Dow components Citigroup and JP MorganChase tacked on 2.5 per cent and 4.2 = +per cent respectively. Shares in Alcoa were up 3.7 per cent at Dollars 32.8= +3 and ExxonMobil 1.4 per cent at Dollars 41.12.=20 +Enron fell 20.7 per cent at Dollars 20.65 after the energy trading company = +said the Securities and Exchange Commission requested it voluntarily provid= +e information regarding certain transactions.=20 +In Toronto the S&P 300 composite index fell just 0.08 per cent to 6,905.21 = +at the close.=20 +Copyright: The Financial Times Limited + + + +Milberg Weiss Announces Class Action Suit Against Enron Corp. + +10/22/2001 +Business Wire +(Copyright (c) 2001, Business Wire) + +NEW YORK--(BUSINESS WIRE)--Oct. 22, 2001--The law firm of Milberg Weiss Ber= +shad Hynes & Lerach LLP announces that a class action lawsuit was filed on = +October 22, 2001, on behalf of purchasers of the common stock of Enron Corp= +. (""Enron"" or the ""Company"") (NYSE:ENE) between January 18, 2000 and Octobe= +r 17, 2001, inclusive. A copy of the complaint filed in this action is avai= +lable from the Court, or can be viewed on Milberg Weiss' website at: http:/= +/www.milberg.com/enron/=20 +The action, numbered H013630, is pending in the United States District Cour= +t for the Southern District of Texas, Houston Division, located at 515 Rusk= + Street, Houston TX 77002, against defendants Enron, Kenneth Lay, Jeffrey K= +. Skilling and Andrew Fastow. The Honorable Melinda Harmon is the Judge pre= +siding over the case. +The Complaint alleges that defendants violated Sections 10(b) and 20(a) of = +the Securities Exchange Act of 1934, and Rule 10b-5 promulgated thereunder,= + by issuing a series of material misrepresentations to the market between J= +anuary 18, 2000 and October 17, 2001, thereby artificially inflating the pr= +ice of Enron common stock. Specifically, the complaint alleges that Enron i= +ssued a series of statements concerning its business, financial results and= + operations which failed to disclose (i) that the Company's Broadband Servi= +ces Division was experiencing declining demand for bandwidth and the Compan= +y's efforts to create a trading market for bandwidth were not meeting with = +success as many of the market participants were not creditworthy; (ii) that= + the Company's operating results were materially overstated as result of th= +e Company failing to timely write-down the value of its investments with ce= +rtain limited partnerships which were managed by the Company's chief financ= +ial officer; and (iii) that Enron was failing to write-down impaired assets= + on a timely basis in accordance with GAAP. On October 16, 2001, Enron surp= +rised the market by announcing that the Company was taking non-recurring ch= +arges of $1.01 billion after-tax, or ($1.11) loss per diluted share, in the= + third quarter of 2001, the period ending September 30, 2001. Subsequently,= + Enron revealed that a material portion of the charge related to the unwind= +ing of investments with certain limited partnerships which were controlled = +by Enron's chief financial officer and that the Company would be eliminatin= +g more than $1 billion in shareholder equity as a result of its unwinding o= +f the investments. As this news began to be assimilated by the market, the = +price of Enron common stock dropped significantly. During the Class Period,= + Enron insiders disposed of over $73 million of their personally-held Enron= + common stock to unsuspecting investors.=20 +If you bought the common stock of Enron between January 18, 2000 and Octobe= +r 17, 2001, you may, no later than December 21, 2001, request that the Cour= +t appoint you as lead plaintiff. A lead plaintiff is a representative party= + that acts on behalf of other class members in directing the litigation. In= + order to be appointed lead plaintiff, the Court must determine that the cl= +ass member's claim is typical of the claims of other class members, and tha= +t the class member will adequately represent the class. Under certain circu= +mstances, one or more class members may together serve as ""lead plaintiff.""= + Your ability to share in any recovery is not, however, affected by the dec= +ision whether or not to serve as a lead plaintiff. You may retain Milberg W= +eiss Bershad Hynes & Lerach LLP, or other counsel of your choice, to serve = +as your counsel in this action.=20 + +Milberg Weiss Bershad Hynes & Lerach LLP, a 190-lawyer firm with offices in= + New York City, San Diego, San Francisco, Los Angeles, Boca Raton, Seattle = +and Philadelphia, is active in major litigations pending in federal and sta= +te courts throughout the United States. Milberg Weiss has taken a leading r= +ole in many important actions on behalf of defrauded investors, consumers, = +and companies, as well as victims of World War II and other human rights vi= +olations, and has been responsible for more than $30 billion in aggregate r= +ecoveries. The Milberg Weiss Web site (http://www.milberg.com) has more inf= +ormation about the firm.=20 + +If you wish to discuss this action with us, or have any questions concernin= +g this notice or your rights and interests with regard to the case, please = +contact the following attorneys:=20 + +Steven G. Schulman or Samuel H. Rudman One Pennsylvania Plaza, 49th fl. New= + York, NY, 10119-0165=20 + +Phone number: (800) 320-5081 Email: Enroncase@milbergNY.com Website: http:/= +/www.milberg.com=20 + +William S. Lerach or Darren J. Robbins 600 West Broadway1800 One America Pl= +azaSan Diego, CA 92101-3356 Phone number: (800) 449-4900 + + +CONTACT: Milberg Weiss Bershad Hynes & Lerach LLP Steven G. Schulman or Sam= +uel H. Rudman 800/320-5081 Email: Enroncase@milbergNY.com Website: http://w= +ww.milberg.com or William S. Lerach or Darren J. Robbins 800/449-4900=20 +19:16 EDT OCTOBER 22, 2001=20 +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Enron To Host Conference Call Tues 9:30 am EDT + +10/22/2001 +Dow Jones News Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +HOUSTON -(Dow Jones)- Enron Corp. (ENE) will hold a conference call at 9:30= + a.m. EDT Tuesday to address investor concerns, the company said in a press= + release Monday.=20 +Earlier Monday, a shareholder filed a derivative lawsuit against Enron alle= +ging the board breached their fiduciary duties by allowing Chief Financial = +Officer Andrew Fastow to create and run certain limited partnerships. +Last week, Enron said it received a request for information about ""certain = +related party transactions"" from the Securities and Exchange Commission.=20 +On Oct. 16, Enron announced that it would take a $35 million charge relatin= +g to the limited partnerships and revealed that the company had to repurcha= +se 55 million of its shares in order to unwind its involvement in the partn= +erships, thereby reducing the company's shareholder equity by $1.2 billion.= +=20 +Shares of Enron closed Monday at $20.65, down $5.40, or 20.7%, on New York = +Stock Exchange volume of 36.4 million shares. Average daily volume is 5.8 m= +illion shares. In intraday trading, the shares reached a 52-week low of $19= +.67. The previous 52-week low was $24.46, reached on Sept. 27. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + +Janus Had Biggest Enron Stake at End of 2nd-Quarter (Update1) +2001-10-22 18:04 (New York) + +Janus Had Biggest Enron Stake at End of 2nd-Quarter (Update1) + + (Adds Stilwell shares at bottom.) + + Denver, Oct. 22 (Bloomberg) -- Janus Capital Corp., whose +stock funds have lost more than a third of their value this year, +may get another jolt from Enron Corp. + + As of June 30, Denver-based Janus was the biggest +institutional holder of Enron, owning 42.8 million shares, or a +5.71 percent stake in the largest U.S. energy trading company, +according to Thomson Financial/Carson. + + Enron shares have fallen 39 percent over the past four days +on concern that the company's dealings with partnerships run by +its chief financial officer contributed to investment losses. The +Securities and Exchange Commission has asked for information on +the partnerships, Enron said. + + Janus, which boosted its Enron stake in the past year in an +effort to diversify its technology-heavy stock funds, is among a +handful of firms including Putnam Investments, Alliance Capital +Management, Barclays Global Investors and Fidelity Investments +that owned more than 2 percent of the Houston-based company as of +June 30, according to Bloomberg data. + + ``It was definitely a real growth darling,'' said Christine +Benz, a senior analyst at Chicago-based fund tracker Morningstar +Inc. ``In a year like 2000, when almost nothing was working for +growth managers, Enron emerged as a story that a lot of growth +managers could like.'' + + Fund Holdings + + According to Thomson Financial, 1,187 mutual funds, or 15.4 +percent of all U.S. stock funds, owned a combined 207.9 million +Enron shares as of June 30. Combined losses on the holdings amount +to $2.7 billion since Tuesday. + + According to the latest available data compiled by Thomson, +the biggest fund holders of Enron were: Janus Fund, with 2.15 +percent; Janus Twenty Fund, with 1.19 percent; Alliance Premier +Growth Fund, with 1.14 percent; American Century Ultra Fund, with +1.01 percent; Janus Mercury Fund, with 0.88 percent; Vanguard 500 +Index Fund, with 0.82 percent; Fidelity Magellan Fund, with 0.73 +percent; AIM Value Fund, with 0.6 percent; CREF Stock Account, +with 0.58 percent; and, Putnam Investors Fund, with 0.52 percent. + + Janus Fund has lost 33.2 percent this year through Friday, +while Janus Twenty Fund has lost 33.4 percent and Janus Mercury +Fund has fallen 34 percent. A Janus spokeswoman wasn't immediately +available to comment. + + Morningstar's Benz said she suspects Janus fund managers have +already begun trimming their Enron positions. + + Enron shares had fallen 59 percent this year before last +week's news on concerns about financial reporting and money-losing +investments outside energy trading, such as trading space on +broadband telecommunications networks and building water treatment +plants. + + The stock fell $5.40, or 21 percent, to $20.65 in New York +trading today. + + ``Anecdotal evidence that I'm hearing from the fund managers +there is that they had been trimming pretty aggressively,'' said +Benz. She added that it's ``difficult to make the assertion that +they are in the clear.'' + + Janus Capital is owned by Kansas City, Missouri-based +Stilwell Financial Inc., whose shares gained 73 cents today to +$22.52. Stilwell shares have fallen 43 percent this year. + + +Enron Says SEC Asks About Related-Party Transactions (Update9) +2001-10-22 18:30 (New York) + +Enron Says SEC Asks About Related-Party Transactions (Update9) + + (Adds information on conference call in 26th paragraph.) + + Houston, Oct. 22 (Bloomberg) -- Enron Corp.'s shares fell 21 +percent after the Houston-based company said the Securities and +Exchange Commission requested information on partnerships run by +Chief Financial Officer Andrew Fastow and other executives. + + Enron, the largest energy trader, created partnerships and +other affiliated companies to buy and sell assets such as power +plants to lower the debt on its books. An investor sued Enron's +board Wednesday, saying two partnerships cost the company $35 +million and Fastow's leadership of them was a conflict of +interest. + + Investors today said they were concerned that Enron may be +forced to dismantle the affiliated companies by paying off the +owners in cash or stock. Chief Executive Ken Lay said last week he +may be have to ``unravel'' agreements that created the companies +if Enron's debt ratings fall too far. + + ``We need confidence their long-term credit rating won't go +below investment grade,'' said Roger Hamilton, an analyst at John +Hancock's value funds, which own 600,000 Enron shares. + + Enron reduced shareholders' equity by $1.2 billion when it +repurchased 55 million shares of two such partnerships controlled +by Fastow, LJM Cayman and LMJ2 Co-Investment, the Wall Journal +reported last week. + + Dismantling more of the affiliated companies and partnerships +would cost Enron or its shareholders as much as $3 billion, Ray +Niles, a Salomon Smith Barney analyst, wrote in a report to +investors today. + + Shares Plunge + + Enron shares fell $5.40 to $20.65. They touched $19.67 during +the day's trading, the lowest level since Jan. 15, 1998. + + The stock has fallen 75 percent this year amid concerns about +failed investments in trading of space on fiber-optic +communications networks and a water company, and the resignation +of Jeff Skilling as CEO in August after seven months on the job. + + While Skilling said he resigned for personal reasons, +investors say his departure led them to question whether the +company was concealing problems, including possible liabilities +from affiliated companies. + + On Tuesday, Enron surprised many investors when it reported a +$618 million third-quarter loss, the result of writing off $1.01 +billion in failed investments. + + Moody's Investors Service placed the company's debt on watch +for possible downgrade. The company's debt is rated at investment +grade by Fitch, Standard & Poor's and Moody's. + + The company received a faxed request for information from the +SEC on Wednesday asking for information, spokesman Mark Palmer +said, and will respond ``as soon as possible.'' + + ``We will cooperate fully with the SEC and look forward to +the opportunity to put any concern about these transactions to +rest,'' Lay, who is also Enron's chairman, said in a statement. + + Dilution Fears + + Enron has formed at least 18 companies to serve as financing +vehicles for its projects, based on filings with the Texas +secretary of state. Fastow and other Enron executives are named as +the controlling partners or the board members in the companies. + + Some have bought Enron assets such as power plants, removing +the debt for those projects from Enron's books. That allows Enron +to keep cash earned from the main trading business from supporting +what it views as secondary businesses, Standard & Poor's debt +analyst Todd Shipman said. + + Enron brokers trades of electricity, natural gas and other +commodities as well as owns power plants and natural-gas +pipelines. + + Dismantling the affiliates would be costly. Whitewing +Management, an affiliated company that has bought 14 Enron power +plants and lists Fastow as managing director, holds 250,000 +preferred shares of Enron. + + Enron may have to convert the preferred shares to common +stock if share prices fall below a certain level and the credit +rating drops below investment grade, according to company filings. +That would dilute the value of common shareholders' investment. + + ``The concern is how many of these dilutive structures are +out there?'' Shipman said. ``Investors are worried they might have +to share their Enron earnings with a lot more people than they +originally thought.'' + + Worrisome Financing + + Enron's auditors and attorneys reviewed the company's +``related party arrangements,'' the board approved them, and they +were disclosed in SEC filings, Enron said in its statement. + + That hasn't eased concerns. The reduction of shareholder +equity by $1.2 billion from the LJM partnerships is reason to +worry about Enron's other financing vehicles, wrote Niles, the +Salomon analyst. Enron also may take another $2.4 billion in +losses from investments in the Dabhol power plant in India and +projects in South America, he wrote. + + Bonds Fall + + Enron's 8 percent coupon bonds due in 2005 fell $34 per +$1,000 face value to be offered at $1,022 today from $1,056 on +Friday, traders said. Yield on the debt rose to 7.33 percent from +6.33 percent. + + Based on Bloomberg composite ratings, most of Enron's long- +term debt is rated at BBB2 and BBB1, two or three levels above +investment grade. + + Fastow continues to work, and Enron hasn't punished him, +Palmer said. Fastow declined to be interviewed, spokeswoman Karen +Denne said. SEC spokesman John Heine declined to comment on the +agency's request to Enron. + + ``We believe everything that needed to be considered and done +in connection with these transactions was considered and done,'' +Lay said in the statement. + + Enron will hold a conference call to discuss investors' +concerns at 9:30 a.m. New York time Tuesday. The call may be +accessed through the ``Investors'' section of Enron's Web site at +http://www.enron.com. + +--Russell Hubbard in the Princeton newsroom at 609-750-4651, or at +rhubbard2@Bloomberg.net and Mark Johnson in the Princeton newsroom +at (609) 750-4662, or mjohnson7@bloomberg.net, with reporting by +Terry Flanagan/slb/alp/pjm/slb/*atr/alp/taw + + +Trusts Keeping Enron Off Balance +By Peter Eavis +Senior Columnist +TheStreet.com +10/22/2001 07:15 AM EDT +URL: + +Enron (ENE:NYSE - news - commentary) stock plunged 20% last week after the = +energy giant revealed that a complex financing deal caused a $1.2 billion h= +it to its equity. But other big deals that have yet to receive much public = +scrutiny could further damage the company's balance sheet.=20 +In the spotlight last week were transactions done with investment partnersh= +ips called LJM2 and LJM Cayman. An examination of the LJM2-related equity w= +ritedown can be found here.=20 +However, the LJM deals make up only part of Enron's sophisticated financing= + arrangements. Also at issue are two large trusts that contain assets Enron= + shifted from its balance sheet. These are the $1 billion Marlin Water Trus= +t II and the $2.4 billion Osprey Trust, usually known as Whitewing.=20 +The key risk for investors is how Enron chooses to repay these trusts if th= +ey don't unwind as planned. The company may end up issuing stock to repay m= +oney borrowed through the trusts. This would dilute existing shareholders. = +Alternatively, Enron could resort to using cash raised through sales of on-= +balance sheet assets. But this would hamper efforts to reduce debt and depr= +ive the company's profitable business lines of much-needed capital.=20 +Whitewing and a Prayer? +Though set up by Enron, Marlin II and Whitewing are legally distinct from t= +he company. Institutional investors bought notes issued by the trusts. The = +$3.4 billion in proceeds from the notes flowed to Enron.=20 +Both trusts are scheduled to unwind in 2003. Originally, Enron had hoped to= + repay them by selling the trusts' underlying assets. This repayment method= + would have had a minimal impact on Enron's balance sheet.=20 +However, there's a potential problem brewing with this approach. The value = +of the assets may be too low to raise sufficient funds to pay back the trus= +t investors. Hence Enron's two unenviable options: issuing stock, or raisin= +g cash from its own balance sheet.=20 +Enron treasurer Ben Glisan concedes that assets in Marlin II won't be suffi= +cient to pay it back. But he adds that proceeds from planned sales of on-ba= +lance sheet assets will provide Enron with the necessary funds for Marlin I= +I. When asked if Whitewing's assets are adequate for repayment, Glisan repl= +ied: ""We believe so.""=20 +In reference to the two trusts, Enron CEO Kenneth Lay said on a conference = +call Tuesday: ""We anticipate the sale of assets will be the primary source = +of repayments.""=20 +Sterling Marlin +TheStreet.com hasn't seen offering documentation for Whitewing; Enron didn'= +t provide it when requested. But TSC has reviewed the Marlin II prospectus.= + Here's how Marlin II works. Enron took water assets, primarily based in th= +e U.K., off its balance sheet, and the Marlin II trust took a stake in them= +. Meanwhile, Marlin II issued senior debt to investors, the proceeds of whi= +ch went to Enron. The company didn't have to recognize these notes as debt = +on its balance sheet, due to the structure of the trust. Marlin II replaced= + a similar trust called Marlin that was set to mature at the end of this ye= +ar.=20 +Ideally, the aim was for Enron managers to maximize the value and profitabi= +lity of the assets over the life of Marlin and Marlin II so it could sell t= +hem off and pay down the trusts. To cover the risk that asset sales wouldn'= +t raise enough money, Enron also pledged to issue as much new convertible p= +referred stock as might be needed to pay off the notes.=20 +As it happened, the water assets didn't perform well. In fact, Enron set up= + Marlin II in July to succeed the original Marlin because it wanted to avoi= +d paying off the first Marlin with convertible stock, or with cash from its= + own balance sheet. This move risked angering the rating agencies that had = +agreed not to treat Marlin as debt because of Enron's pledge to backstop it= + with preferred stock. Suddenly, it seemed Enron was wriggling out of its c= +ommitment to make good with stock.=20 +Enron's Glisan responds that many of the investors in the first Marlin also= + invested in Marlin II, illustrating that investors weren't upset by the ma= +neuver.=20 +Glisan says Enron almost certainly won't decide to issue stock to pay off M= +arlin II. Instead, he adds, money from pending asset sales can be used to p= +ay it off when it matures in July 2003. When asked if Enron might use the e= +xpected $1.9 billion in proceeds from selling Portland General, the utility= + based in Portland, Ore., Glisan replied: ""That's a good one.""=20 +But using the Portland General windfall would run counter to Enron's freque= +ntly stated strategy of selling off low-yielding assets and investing the p= +roceeds in higher-yielding businesses. Portland General is almost certainly= + a more profitable business than the U.K.'s Wessex Water, which is the domi= +nant asset in Marlin II. In addition, doing so would mean Enron couldn't us= +e all the Portland proceeds to pay off debt. Enron aims to get its debt-to-= +total-capital ratio down to 40%, from the current 50%.=20 +Maturity +What about Whitewing, which matures in early 2003? Glisan lists Whitewing's= + assets as: Central American gas distribution assets; turbines destined for= + European power stations; interests in European power stations; and various= + debt and equity participations in energy investments. Glisan says these as= +sets can be sold to pay off the $2.4 billion in notes issued by the trust.= +=20 +But what would happen if the Whitewing assets can't fetch the necessary pri= +ce? Enron could sell off more on-balance-sheet assets. But, again, this wou= +ldn't help debt-reduction efforts, and it may be running short of large ass= +ets that it can quickly sell.=20 +Whitewing is backed with Enron convertible stock. But Enron may be reluctan= +t to issue paper when its stock is so far below recent highs, and current s= +hareholders may begrudge the prospect of further dilution.=20 +Investors also need to keep their eyes on the early-repayment triggers of t= +he trusts. In fact, the stock price-related element of the triggers has alr= +eady been set off. For Whitewing, the stock has to fall below $59.78; for M= +arlin II, the stock has to be under $34.13. However, something else has to = +happen before the trust investors can claim their money back through asset = +sales and stock issuance. Enron's credit rating must fall below investment = +grade. That looks to be a long shot, since its rating is currently three no= +tches above subinvestment grade. But it is something the market will watch = +after Moody's said last week that it was putting Enron on review for a poss= +ible downgrade.=20 +Despite all the questions stemming from the trusts, Enron still seems keen = +to use the structure. Last week, Barclays Capital was inviting investors to= + subscribe to an Enron-related entity called the Besson Trust. This is bein= +g set up to enable Enron ""to monetize substantially all of its interests in= + EOTT Energy Partners,"" an Enron affiliate that markets and transports crud= +e oil. Expected proceeds from the deal are $227 million, according to the p= +rospectus. Could Enron be setting up new trusts to pay off damaged old trus= +ts?=20 +Due to off-balance sheet financings like Marlin II and Whitewing, it's clea= +r that uncertainty could weigh on Enron's battered stock for some time.=20 + + + + +Why Enron's Writedown Unnerves Some Investors +By Peter Eavis +Senior Columnist +TheStreet.com +10/22/2001 07:15 AM EDT +URL: + +Enron is trying to improve disclosure to investors, but its decision to red= +uce equity by $1.2 billion in the third quarter has created dismay and conf= +usion in the market.=20 +The action was disclosed in a dubiously discreet manner. More important, in= +vestors are struggling to pinpoint how the shrinkage will affect Enron's ba= +lance sheet, profits and earnings guidance.=20 +Enron didn't provide answers to questions submitted on the equity reduction= +.=20 +Enron doesn't include a balance sheet in its earnings release, so the equit= +y decrease couldn't be spotted in numbers supplied Tuesday. And even though= + Enron did break out $1 billion in earnings charges in its release, the com= +pany didn't feel it necessary to mention the equity write down anywhere in = +the text.=20 +Instead, the public first heard about it on a Tuesday conference call. CEO = +Kenneth Lay said Enron had shrunk its equity as a result of terminating a s= +o-called ""structured finance arrangement."" The Wall Street Journal later re= +ported that Enron's counter-party in this transaction was an investment par= +tnership called LJM2 Co-Investment, which has set up and run by Enron's fin= +ance chief, Andrew Fastow.=20 +This is what Lay said on the Tuesday call about the equity move: ""In connec= +tion with the early termination, shareholders' equity will be reduced appro= +ximately $1.2 billion, with a corresponding significant reduction in the nu= +mber of diluted shares outstanding."" According to The Journal, Lay then sai= +d Wednesday on another call that Enron had repurchased 55 million shares.= +=20 +Enron's supporters count Lay's mention of a reduction in the share count as= + bullish, because it should boost earnings per share numbers in the future.= +=20 +But there are two possible problems with this theory.=20 +First, Enron affirmed its previous earnings guidance that it expects to mak= +e $2.15 per share in operating earnings next year. Critically, the company = +did not say whether its guidance was given using a share count without the = +55 million shares or not. If the forecast does assume the exclusion of the = +55 million shares, the company should have upped its 2002 per-share earning= +s forecast by around 6%, since that's the amount by which the share count w= +ill be reduced. Enron needs to say what share count it's using in its guida= +nce.=20 +Second, it's almost impossible to determine where these shares were ever re= +corded, casting a certain amount of doubt on Lay's assertion that the share= + count will come down.=20 +Why question the CEO? Well, in its 2000 annual report, Enron included some = +disclosure of the 55 million shares connected with LJM2. It reads: ""At Dece= +mber 31, 2000, Enron had derivative instruments...on 54.8 million shares of= + Enron common stock."" The derivative instruments appear to be types of opti= +ons, or agreements that give the counterparty the right to buy or sell stoc= +k at agreed prices.=20 +But these derivatives-linked shares don't show up where they should in the = +annual report: in the table that breaks out the difference between the basi= +c and diluted share counts. The line item in this table that shows options-= +related shares totals only 43 million shares, which is close to the amount = +of employee pay options that qualified for inclusion. Therefore, that numbe= +r almost certainly doesn't include the 55 million LJM2-related shares. The = +fact is, at least some of the 55 million derivatives-linked shares should b= +e included if the derivatives were like normal options. That's because the = +LJM2 derivatives appear to have been ""in the money"", or profitable for the = +holders. Typically, all in-the-money options-based stock has to be included= + in the diluted share count. And these LJM2 derivatives did appear to have = +that status at the end of 2000. Back then, Enron stock was trading around $= +80, way above the average $68 level at which these derivatives made money f= +or LJM2.=20 +Maybe these weren't simple options and had other conditions attached that e= +xcluded them from the diluted share count. That's what disclosure elsewhere= + in the annual report appears to imply. Alternatively, the options were emb= +edded somewhere else in the share count table or equity disclosure, though = +it's hard think where.=20 +Presumably, investors will get a full explanation in Enron's quarterly fina= +ncial results filing with the Securities and Exchange Commission, due by th= +e middle of November." +"arnold-j/deleted_items/472.","Message-ID: <13830485.1075852705791.JavaMail.evans@thyme> +Date: Mon, 22 Oct 2001 20:16:30 -0700 (PDT) +From: no.address@enron.com +Subject: JDRF Cyber Auction & Update Information +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: EGM Office of the Chairman@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +This Sunday, October 28th, is the Juvenile Diabetes Research Foundation (JDRF) Walk to Cure Diabetes at Greenspoint Mall at 8:00 a.m. In preparation for the big event, we have several fun activities scheduled to take place this week as detailed below. + +JDRF Cyber Auction - The Cyber Auction will take place this Wednesday, October 24th, through Thursday, October 25th. For details please go to the Enron home page and click on JDRF Cyber Auction or click http://ecpdxapps01.enron.net/apps/auction.nsf for the direct link. The Auction this year is hosted by EGS. + +Big E Caf? - This Friday, October 26th, 11:30 - 1:00 p.m. on Andrews Street in front of the Enron Center North building. +Lunch - Fajita lunch with all the trimmings provided by Taquera del Sol for $5.00. +Entertainment - Live entertainment provided by Mango Punch. +JDRF Raffle - Raffle tickets for two roundtrip Continental Airline tickets for $5.00 each. Raffle tickets for two roundtrip British Airways tickets for $10.00 each. Winning tickets will be drawn at 2:00 p.m. on Friday, October 26th. +JDRF Bake Sale - Cakes, cookies and Halloween treats will be available for purchase. +JDRF T-shirt Sale - Enron/JDRF T-shirts will be available for a $25 donation. +JDRF Sneaker (paper) Sales - The competition continues between business units - sneakers will sale for $5.00 each. + +For those of you that have signed up to join us for the walk, please continue to collect donations and watch your email this week for further information regarding the Walk. For those of you that have not signed up, please join us for the Walk. Although we have only a few days remaining until the walk, it is not too late to sign up and join us for this great event. It only takes a moment to fill out a walk form and you will get an Enron/JDRF T-shirt for collect or donating $25 or more, and will join hundreds of Enron employees and several thousand Houstonians on the Walk. This event will be a blast. The Enron tent will be great with lots of good food and entertainment and everyone will have a fun time. Parking at the walk site will be free. + +If you cannot attend the Walk, please support one of your local walkers, participate in the cyber auction or join us for the Big E Caf? on Friday to participate in some of our other great fundraising activities. We want to keep our standing as the number one walk team in the Gulf Coast area, Texas, and the entire Southern Region of the U.S., as well as in the top 10 nationally. + +Please contact Janice Riedel at X-37507 or Cathy Phillips at X-36898 to sign up as a walker, make a donation, or ask any questions you may have. Come join the fun. + +Thank you for your support and generosity. + +Mike McConnell" +"arnold-j/deleted_items/473.","Message-ID: <17416816.1075852705825.JavaMail.evans@thyme> +Date: Tue, 16 Oct 2001 07:18:25 -0700 (PDT) +From: kimberly.banner@enron.com +To: john.arnold@enron.com +Subject: hi +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Banner, Kimberly +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +How are you? Ok I'm beginning to think that I am going to have to ask you out on a date in order to get my necklace back. (which by the way I've never done) What do you have going on this week? Do you want to get together? I have band practice tonight and that's about it for the week. Let me know. + +Kim" +"arnold-j/deleted_items/474.","Message-ID: <29127079.1075852705850.JavaMail.evans@thyme> +Date: Wed, 24 Oct 2001 19:22:28 -0700 (PDT) +From: no.address@enron.com +Subject: Natural Gas Origination +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Americas - Office of the Chairman@ENRON +X-To: All Enron Employees North America@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Our natural gas business continues to benefit from effective account management and resource allocation focused on identifying and responding to the needs of our varied customers. In order to keep our organization optimally structured and to facilitate additional growth, we are making the following changes: + +Producer/Wellhead Group +The current mid-market, origination and wellhead pricing activity currently within the Central and Eastern Gas Regions will be consolidated with the Derivatives group under Fred Lagrasta. This will create a single business unit focused upon the needs of the producing industry within the Eastern U.S. The producer focus in the Western U.S. and Texas will remain unchanged reporting to Mark Whitt and Brian Redmond respectively. + +Strategic Asset Development +Laura Luce will move from her role in the Central Region to lead an effort focused strictly on identifying and entering into long-term strategic arrangements within the Central and Eastern Regions. This initiative will focus on a limited number of selected markets that provide strategic opportunities for partnering in asset development, asset management and optimization. This effort will continue to work very closely with the regional leads. + +Central Origination and Mid-Market +Frank Vickers will continue his current role in the Eastern Region and will assume the leadership role for Mid-Market and Origination activity in the Central Region. + + +There will be no changes to the West and Texas Origination groups headed respectively by Barry Tycholiz and Brian Redmond. + +Please join us in congratulating Fred, Laura and Frank in their new roles. + +Louise & John" +"arnold-j/deleted_items/476.","Message-ID: <12028634.1075852705907.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 05:48:12 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/25 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude21.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas21.pdf + +No distillate or unleaded charts today. + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG21.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG21.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL21.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/477.","Message-ID: <33359404.1075852705930.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 05:25:33 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-25-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-25-01 Nat Gas.doc " +"arnold-j/deleted_items/478.","Message-ID: <10501364.1075852705954.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 12:00:34 -0700 (PDT) +From: feedback@intcx.com +To: iceuserslist@list.intcx.com +Subject: Reminder About Hourly Power +Cc: sales@intcx.com, icehelpdesk@intcx.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +Bcc: sales@intcx.com, icehelpdesk@intcx.com +X-From: IntercontinentalExchange +X-To: iceuserslist@list.intcx.com +X-cc: sales@intcx.com, icehelpdesk@intcx.com +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Hourly Power Launched on ICE Tomorrow!! + +As a reminder, IntercontinentalExchange will be launching Hourly Power tomo= +rrow for all hubs currently traded in the West as well as PJM in the East. = + All commissions for Hourly transactions will be waived for one month. Eff= +ective December 1, traders will pay a flat fee of $4.00 per side for each t= +rade. Please call your ICE representative with any questions. + +24-hour Help Desk 770-738-2101 + + + + + + + + + + = + = + = + = + = + = + = + = + = + = + = + = + = + =20 + = + = + = + = + = + = + = + = + = + = + = + = + = + " +"arnold-j/deleted_items/479.","Message-ID: <121964.1075852706009.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 10:02:27 -0700 (PDT) +From: starwood@spg.0mm.com +To: jarnold@enron.com +Subject: There's Still Time to See America at Great, Low Weekend Rates! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Starwood Preferred Guest @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +=09=09=09[IMAGE]=09=09 +=09=09=09=09[IMAGE]=09 +[IMAGE]=09[IMAGE][IMAGE] Go Work Go PlayGo USA Click here to book online= + today From sea to shining sea, with over 300 unique destinations, we'v= +e got you covered. There's still time to See America with Starwood Hotels = +& Resorts. Stay at Westin +, Sheraton +, Four Points + by Sheraton, St.Regis +, The Luxury Collection + and W hotels + and take advantage of $49 to $179 weekend rates (Thurs-Sun) and savin= +gs of up to 40% on weekday rates (Mon-Wed) from now until January 27, 2002= +. Book at www.starwood.com to take advantage of these and other special = +rates and earn 500 bonus Starpoints with every online booking or call 1 87= +7-782-0114 and mention promotion code GOUSA. Please note, the promotion co= +de is not required for online booking. Visit starwood.com and book now. = + Terms & Conditions Offer is valid at participating hotels only. The St. = +Regis New York and St. Regis Club at the Essex House in New York and Hawai= +i hotels do not participate in this promotion. When reserving by phone, c= +all 1-877-782-0114, for weekend promotion you must request promotion code G= +O USA. Weekend rates are for single or double occupancy per night and are = +available Thursday-Sunday only with a Friday and/or Saturday night stay re= +quired from 10/5/01-1/27/02. Weekend reservations must be made between 10/5= +/01-1/27/02. A limited number of rooms may be available at these rates. Not= + to be combined with other offers. Weekday savings of up to 40% are based o= +n comparisons of rates quoted for select dates and locations midweek (Mon-W= +ed) from 10/5/00-1/27/01. Percentages may vary by market. Rates are subject= + to availability based on occupancy. Blackout dates may apply at some prope= +rties. Advance reservations are required. All rates are quoted in U.S. Doll= +ars. Rates are based on standard room type, and do not include taxes, gratu= +ities, or additional charges. Additional temporary energy charge plus appli= +cable tax per room/per night may apply. Offer is not available to groups. C= +hildren under 17 stay free in parent's room, using existing bedding. Certai= +n restrictions apply. See Web site for details. Starwood Hotels & Resorts i= +s not responsible for typographical errors. For Starwood Preferred Gues= +t members: room upgrade to a Preferred room based on availability at check= +-in. 4pm checkout is subject to availability at resorts. ? 2001 Starwood= + Hotels & Resorts Worldwide, Inc. If you would like to receive future e-= +mails in text-only format, click here . You are subscribed as: jarnold@enr= +on.com If you would like your e-mail to be sent to a different address, p= +lease click here . Click here to review the Starwood Hotels & Resorts Wor= +ldwide, Inc. privacy policy statement. You have received this email from = +Starwood Hotels & Resorts Worldwide, Inc. If you prefer not to receive futu= +re promotional mailings from Starwood Hotels & Resorts Worldwide, Inc., ple= +ase click here . It may take up to 10 business days to completely remove y= +ou from our e-mail list. There is a slight chance that you may receive e-m= +ail from us within that time. =09 + + + [IMAGE] ?2001 Starwood Hotels & Resorts Worldwide, Inc. =09 +[IMAGE] =09 + =09 + +[IMAGE]" +"arnold-j/deleted_items/48.","Message-ID: <27458623.1075852689824.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 13:13:48 -0700 (PDT) +From: webmaster@newsletter.ussoccer.com +To: alluserstext@newsletter.ussoccer.com +Subject: U.S. Soccer Presents +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""webmaster@newsletter.ussoccer.com"" +X-To: AllUsersText@newsletter.ussoccer.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +""Center Circle"" (October 2001, Inaugural Issue) + +In this Inaugural Issue of U.S. Soccer's new monthly fan newsletter / e-zine, you'll find the items listed below. Some will return next month, others will be entirely fresh for November. + +1) Armchair Midfielder (MLS Playoffs) +2) Word Association (w/ MNT defender Jeff Agoos) +3) At the Movies (w/ U-17 MNT defenders Chris Lancos and Gray Griffin) +4) Queries and Anecdotes (w/ WNT midfielder Julie Foudy) +5) Big Woman on Campus (w/ WNT/U-21 WNT midfielder Aleisha Cramer) +6) Superstar!!! (w/ WNT forward Tiffeny Milbrett) +7) Mark That Calendar (2001 Lamar Hunt U.S. Open Cup) +8) Point-Counterpoint (w/ journalists Jere Longman and Steve Davis) +9) From the Bleachers (w/ PHILIPS chant contest winner Randal Bird) +10) ""You Don't Know Jack (Marshall)"" (U.S. Open Cup history) + +1) ARMCHAIR MIDFIELDER +A monthly column about the State of Soccer, from the world game to Team America to pro soccer in the good ‘ole U-S-of-A, all with a healthy dose of cynicism. + +This month, the Armchair Midfielder will handicap the second round of the MLS playoffs and go on record with a pick for MLS Cup 2001 champion. + +So the defending champs are gone, and with them went their blase brand of defensive-minded soccer. MLS Cup will not be ""Goin' to Kansas City"" this year. And let's face it, we as soccer fans are all better off with the Wizards watching the final from an Irish pub in downtown K.C. + +Instead, we get a classic (okay, the word is a bit of a leap considering MLS is just a toddler) match-up between the Galaxy and the Fire. Here are two teams that have been good every year that they've been in MLS. Sure, they've each had their ups and downs, but you can always count on them to play attractive soccer. + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2462 + +""BEHIND CLOSED DOORS"" +A section that will let you get to know the real personalities of your favorite Men's, Women's and Youth National team players through various funny and unique first-person accounts. In this issue, you'll find: + +2) ""WORD ASSOCIATION"" (w/ Jeff Agoos) +Jeff Agoos may or may not need some sort of therapy. Regardless, with 25 prompts on topics both easy and tough, we play psychiatrist to get a candid look inside the mind of San Jose Earthquakes star Jeff Agoos, one of the most accomplished defenders and one of the most enduring personalities in U.S. Soccer history. + +""Goose"" has been a member of the U.S. Men's National Team program since 1985 and has the rare distinction of being the only men's player to compete on every major national team level offered by U.S. Soccer (U-15, U-17, U-20, Olympic, full Men's National Team and ... that's right, the game everyone loves to ignore ... Futsal). The 33-year-old veteran has won championships both at the college (at the Univ. of Virginia) and pro (D.C. United of MLS) levels and is currently being counted on to help the U.S. Men qualify for the 2002 World Cup after missing out on chances to play in both the 1994 and 1998 World Cups. + +Prompt ... Response +Dallas ... Home +Music ... Rock n' roll +Pony Tail ... Goose +Style ... Armani +Bora Milutinovic [MNT coach 1991-95] ... Teacher +Steve Sampson [MNT coach 1995-98] ... No comment +Bruce Arena [current MNT coach] ... Winner, motivator + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2463 + +3) ""AT THE MOVIES"" (w/ U-17s Chris Lancos and Gray Griffin) +What to do between meals and training and meals and light out? For any and all of those that have been called into a U.S. National Team camp, the answer is: see a movie. + +Perhaps no U.S. team sees more movies than those precocious teenagers from the U.S. Under-17 Men's National team. Strip mall cinema connoisseurs Chris Lancos and Gray Griffin recount summer blockbuster ""American Pie 2"", a shining beacon of good taste and sophisticated humor. It should be noted that both players were accompanied by an adult (most likely U-17 MNT head coach John Ellinger or goalkeeper coach Peter Mellor) to the viewing of the aforementioned movie. + +Chris Lancos, U.S. U-17 defender and native of Belford, N.J.: ""Gotta admit it – I'm a big fan of the first American Pie. Great movie – one of the funniest I have seen in a while. So I went in with high hopes for the second one... "" + +Gray Griffin, U.S. U-17 captain/defender and native of Huntersville, N.C.: ""GREAT MOVIE! Without a doubt, you need to see it if you haven't seen it. I've seen it twice... "" + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2464 + +4) ""QUERIES AND ANECDOTES"" (w/ Julie Foudy) +Off-the-wall Questions and Answers, Queries and Anecdotes from the veteran U.S. WNT captain and jokester herself + +Center Circle: Who's your favorite superhero and why? +Julie Foudy: ""It has to be Spiderman. Simply because I love the Spiderman theme song and I like to think I move across the field with the speed, agility and grace of a spider. Then I woke up."" + +CC: What's your biggest brush with greatness, meaning, who's the biggest celebrity you've met? +JF: ""Aside from Mia Hamm, who doubles as my caddy for her second job, I'd have to say Socks, the White House feline. Socks was extremely hospitable and chatty, and made my White House experience very enjoyable."" + +CC: If you were a cartoon character, who would you be? (And why?) +JF: ""Scooby Doo, because he always gets to eat."" + +CC: Is there a better city than San Diego? +JF: ""If you can find me a place where the sun shines about 360 days a year and the temperature stays in the range of 65-85 degrees 12 months a year, you have blue water and sandy beaches and the greatest soccer fans in the WUSA, then maybe. But I doubt it."" + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2465 + +5) ""BIG WOMAN ON CAMPUS"" (w/ Aleisha Cramer) +A monthly ""How's School?"" report from the campus of one of the many players on U.S. Youth National Teams who finds themselves cramming for exams in between U.S. training camps. + +This month, we get a page from the journal of BYU sophomore and Lakewood, Colo., native Aleisha Cramer, the U.S. Under-21 WNT veteran and rising star on the full U.S. Women's National Team. + +If you've ever been to Provo, Utah, you probably know that there is not a heck of a lot do. But after over a year at BYU, I am starting to realize that the city and surrounding area has a lot to offer -- you just have to be creative. + +Still, most of my time during the college season is spent on the soccer field, traveling to the soccer field or coming back from the soccer field. Oh yeah, our coach Jen Rockwood likes to have a lot of meetings too. Basically, most of my day is taken by soccer and studying. + +But despite all the time dedicated to soccer, believe it or not, I do have a social life and I'm really enjoying college. I have a great group of friends and we always have fun. The coolest thing is that we have fun just doing nothing. It's amazing that we can laugh as much as we do just hanging out. + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2466 + +6) ""SUPERSTAR!!!"" (w/ Tiffeny Milbrett) +A monthly feature about a U.S. Men's, Women's or Youth National Team player from the U.S. Soccer Communications Department. + +This month, we turn the big spotlight on all 5 feet 2 inches of superstar U.S. Women's National Team forward and WUSA Most Valuable Player Tiffeny Milbrett. + +""Without Time For a Pit Stop, Forward Tiffeny Milbrett Powers Her Way to WUSA MVP Honors"" + +Like many young and successful professional athletes, Tiffeny Milbrett owns two cars. And like many who love their cars, they reflect the owner in many ways. + +The first, a jet-black 2001 Chevrolet S10 4x4 pickup truck, which Milbrett received for being named the 2000 U.S. Soccer Chevrolet Female Player of the Year. (She upgraded from a four-door. Not her style). The truck represents the ruggedness of the five-foot-two Milbrett, who despite her small stature, has scored 86 career international goals, good for sixth best in world history. It also represents the outdoors woman and adventurer that she is, a small-town Oregon girl who loves nature and travel, and who spent a good part of three years of her life in Japan playing professional soccer. + +Her other car is a gleaming, silver 2000 Audi S4 sports car is unique, sleek and does zero-to-60 in nothing flat. With 275 horsepower, it darts past other cars, takes curves like it was on rails and looks good doing it. It can go as fast as 165 miles an hour (Note to Oregon Highway Patrol: Tiffeny has never taken it that fast, as far as you know). + +Milbrett drives it like she plays, at a few gears higher than the rest, and hell-bent to get where she is going, which is usually the goal, a journey that is almost always successful. + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2467 + +7) ""MARK THAT CALENDAR"" (2001 Lamar Hunt U.S. Open Cup Final) +A stern reminder about an upcoming U.S. Soccer event, whether you plan to check it out live and in person or on the tube. + +October has always been known for three things: Fall foliage, Halloween, and the abrupt cancellation of weak new TV shows like ""Emeril!"" (How bad can 22 minutes of entertainment be?) or another lame ""Seinfeld"" spinoff (Note to Michael Richards: Kramer's only funny in small doses). But for soccer fans, it's all about championship soccer. For U.S. Soccer, that championship is the 2001 Lamar Hunt U.S. Open Cup, American soccer's oldest tournament. + +This year's title match is a first for both the Los Angeles Galaxy and the New England Revolution when it comes to the 88-year-old annual competition, which is open to all teams (amateur or pro) affiliated with U.S. Soccer and has made its mark as a ripe ground for inter-league upsets of David vs. Goliath. + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2468 + +8) ""POINT-COUNTERPOINT"" (w/ journalists Jere Longman and Steve Davis) +Every month, we'll pose a question or make a statement about something in soccer that will be debated on by two individuals from the same walk of life. Be it a coach, player, general manager, the two will each give their side of the story, so to speak. + +In this case, we've enlisted the help of two soccer journalists. In one corner, wearing a Mia Hamm replica jersey under his shirt and blue blazer ... Jere Longman, who covers international sport and the Olympics for the New York Times and whose extensive coverage of the 1999 Women's World Cup turned into a book about the U.S. Women's National Team entitled ""The Girls of Summer."" In the other corner, wearing a worn-out replica of the now infamous U.S. Men's ""denim star"" jersey ... Steve Davis, a general columnist who's also been covering soccer for The Dallas Morning-News for over a decade and has covered the last two Men's World Cups. + +This month's question: What event had a greater impact on soccer in the United States: World Cup ‘94 or Women's World Cup ‘99? + +Jere Longman, pro-WWC99: +It is indisputable that the 1999 Women's World Cup had a greater impact on soccer in the United States than the 1994 men's World Cup. + +The Women's World Cup produced an American champion, and the American public loves a winner. In three weeks, without benefit of lavish pre-game shows or newspaper special sections, the Women's World Cup built a galvanizing momentum. It went from almost zero on the public radar to a consuming moment that drew over 90,000 fans to the final match against China at the Rose Bowl and attracted 40 million television viewers... + +Steve Davis, pro-WC94: +Back in the early 1990s, soccer was like the puny kid in junior high: lots of potential, plenty of good things ahead ... but still the last one picked for the team and having some trouble fitting in. + +World Cup 1994 changed all that. It was international soccer's coming out party in the United States. A land that respects the big event, the colossal show, began to see soccer as a sport it could learn to like. + +For soccer fans, it was their moment in the sun. More importantly in the big picture, Americans who wouldn't know a corner kick from a corner market tuned in to see what the fuss was about. Until the United States wins a World Cup, nothing else will be more influential in elevating the sport's domestic profile. + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2469 + +9) ""FROM THE BLEACHERS"" (w/ PHILIPS Chant Contest winner Randal Bird) +A monthly look at the fans behind the U.S. National Teams. In this case, one special fan by the name of Randal Bird has gone and made himself part of U.S. Soccer history as the author of the contest-winning Philips/U.S. Soccer chant that will hopefully be a part of international matches for years to come. + +GOALS! GOALS! GOALS! Chanting to Your Heart's Content + +When Philips Electronics joined U.S. Soccer in a partnership to help promote and develop the sport of soccer in the United States last June, their first order of business was launching a unique ""chant"" contest to challenge U.S. Soccer fans from all over the globe to log on to www.ussoccer.com and begin chanting to their hearts content. + +Of course, choosing a winning chant for which hundreds of fans would eventually be asked to latch on to as their own was never going to be easy. Fans come in all different shapes and sizes. And so do stadium chants. + +>From the long and melodic melodies of ""We all root for the red soccer team, the red soccer team, the red soccer team"" (as sung to the lyrics of Yellow Submarine) to the less melodic but rhythmic eloquence of a European chant like ""Stand up, if you hate Man U. ... Stand up, if you hate Man U."", they each have their own charm. + +Continue: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2470 + +10) ""YOU DON'T KNOW JACK (MARSHALL)"" (U.S. Open Cup history) +Think you know your U.S. Soccer trivia? Well...try us. We'll see how far back your knowledge of Team USA and U.S. Soccer extends. And who the heck is Jack Marshall? Even the trivia buffs in the U.S. Soccer Communications Department would be hard pressed to tell you that one Jack Marshall received his one and only cap way back in 1926. Okay, that was pretty much impossible. They get easier. We give you four questions each month, 1 to 4, easy to hard. + +Answer #1 correctly, and it's safe to assume you haven't been stuck in a cave for the last five years. +Answer #2 correctly, and you already know more about soccer than any anchor from ""SportsCenter"". +Answer #3 correctly, you're probably pretty proud of yourself. Don't be. Try Question #4. +If you answered #4 correctly, you are either N.Y. Daily News soccer writer Michael Lewis or you own a U.S. Soccer Media Guide. + +This month's trivia has to do with the annual, upset-friendly, ""knock-out"" tournament known as the Lamar Hunt U.S. Open Cup. + +Questions: +Q1: (Difficulty level 1 of 4) True or False: The U.S. Open Cup is the oldest soccer competition in the United States. +Q2: (2 of 4) Who was the first MLS team to win the U.S. Open Cup? +Q3: (3 of 4) Who are the two United Soccer Leagues to team to win the U.S. Open Cup in the 90's, and what year did each team take the crown? +Q4: (4 of 4) What year did the Open Cup competition not have an outright winner? + +For answers see: http://www.ussoccer.com/news/fullstory.sps?iNewsid=2471 + +---------------------------------------------------------------------------- +To end your membership in ussoccerfan.com, please visit http://membership.ussoccer.com/member/unsubscribe.sps?msmid=1 and fill out an unsubscribe request. Thank you for supporting U.S. Soccer!" +"arnold-j/deleted_items/480.","Message-ID: <3030697.1075852706074.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 12:35:37 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,448.44[I= +MAGE]102.821.10% NASDAQ1,769.50[IMAGE]37.962.19% S?5001,098.50[IMAGE]13.301= +.22% 30 Yr52.88[IMAGE]0.29-0.54% Russell434.59[IMAGE]6.941.62%- - - - - MOR= +E [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] = +[IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/25 Durable= + Orders 10/25 Employment Cost Index 10/25 Existing Home Sales 10/25 Help-Wa= +nted Index 10/26 Mich Sentiment-Rev. - - - - - MORE [IMAGE] [IMAGE] [IMA= +GE] [IMAGE]Qcharts =09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 Free trade, one of the great ble= +ssings a government can confer on a people, is in almost every country unpo= +pular.: Thomas Macauley =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/25/2001 15:32 = +ET Symbol Last Change % Chg [IMAGE] GK1.61[IMAGE]0.5045.04%[IMAGE] MTEX2= +.00[IMAGE]0.6345.98%[IMAGE] SATC7.29[IMAGE]1.738631.32%[IMAGE] GETY16.05[IM= +AGE]3.5828.70%[IMAGE] AFFX27.26[IMAGE]5.7326.61%[IMAGE] FCGI11.52[IMAGE]2.5= +228.00%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. = +otherwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of t= +he Day! Q. Don Masters writes, ""What are technical indicators and what do t= +hey mean?""Technical indicators are tools that map the activity of a stock p= +rice in various........ MORE [IMAGE] Do you have a financial question? Ask= + our editor - - - - - VIEW Archive [IMAGE] [IMAGE] [IMAGE]=09 =09=09= +=09=09[IMAGE] [IMAGE] Market Outlook Bear Jamboree By:Adam Martin = + Stocks are mixed with less than two hours to go in the session, with the D= +JIA still shallow in the red, and the NASDAQ showing some gains. Trader co= +nfidence took a beating after a flurry of weak economic data and earnings, = +but there is hope that economic stimulus and low interest rates will turn t= +hings around. The news from the economic front has been a defining force t= +oday, as durable goods orders fell a surprising 8.5%, significantly steeper= + than the 1.3% forecast by analysts. The Labor Department's Unemployment C= +ost Index rose 1% in the third quarter, coming in above the 0.9% forecast, = +and sales of existing homes came in below analyst expectations as well. So= +me analysts see recession in numbers like those, but recession or no, there= +'s clearly downward pressure on the market. Nonetheless, traders are looki= +ng for positive things in the future, and seem to see buying opportunities = +today. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]= +=09 + + + =09 [IMAGE] Today's Feature - Thursday Risk Remains So Get Divers= +ified So you think the worst is over? Now I'm not saying everyone (or even = +most) should sell. But I am suggesting that if over the last year or so as = +the market dropped you did some soul searching and you now finally realize = +both that there is risk in the stock market and that you can't bear as much= + risk in your portfolio as you have, don't just assume it went away over th= +e last 31 days. More [IMAGE] [IMAGE]=09 =09 [IMAGE] Stocks to Wat= +ch Goodrich posts profit, to cut jobs, close plants Aerospace and indus= +trial products company Goodrich Corp. (NYSE:GR) on Thursday posted an incre= +ase in quarterly profits but said it plans to cut 2,400 jobs and close 16 f= +acilities in a bid to counter the effect of a crisis in the commercial air = +transport industry. USX shareholders ok split into steel, energy USX Corp.= + said on Thursday that the majority of its U.S. Steel Group (NYSE:X) and it= +s Marathon Group (NYSE:MRO) shareholders voted in favor of its reorganizati= +on plan to separate into a steel company and an energy company. Affymetrix,= + Hyseq settle legal dispute over patents Genetics technology firm Affymetr= +ix Inc. (NASDAQ:AFFX) on Thursday said it has settled its legal dispute wi= +th biotechnology firm Hyseq Inc. (NASDAQ:HYSQ) over certain patents and lic= +enses owned by each company. Estee Lauder first-quarter earnings rise Be= +auty products giant Estee Lauder Cos. Inc. (NYSE:EL) on Thursday reported a= + slight rise in fiscal first-quarter earnings, and said it was comfortable = +with Wall Street's fiscal 2002 estimates despite the Sept. 11 attacks which= + have added to a weakening retail environment. Dell CEO sees consumer deman= +d driving sales up Dell Computer Corp. (NASDAQ:DELL) Chief Executive Micha= +el Dell on Thursday said he expects consumer demand for personal computers = +to drive the company's sales higher in its fiscal fourth quarter. - - - - -= + MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News GK News GenTek Elects New = +Vice President and Chief Financial Officer; Declares Quarterly Dividend PR= + Newswire: 09/20/2001 18:01 ET KRONE(R) Public Networks Product Solutions W= +ins Renewal of Major Supply Contract with Verizon PR Newswire: 08/29/2001 = +14:20 ET CON-X and Teradyne Complete Interoperability Testing PR Newswire:= + 08/20/2001 17:13 ET - - - - - MORE [IMAGE] MTEX News MANNATECH INC FILES= + FORM 4 (NASDAQ:MTEX) EDGAR Online: 09/04/2001 15:04 ET Mannatech, Inc. An= +nounces Board Resignation BusinessWire: 08/27/2001 20:18 ET MANNATECH INC = +FILES FORM 8-K (NASDAQ:MTEX) EDGAR Online: 08/22/2001 14:54 ET - - - - - M= +ORE [IMAGE] SATC News SatCon Granted U.S. Patent for Biological and Chemi= +cal Detection System; Company Completes Product Validation Phase, Sets Sigh= +ts on New Opportunities BusinessWire: 10/25/2001 08:08 ET SatCon Receives = +$2.0 Million Order for Smart Digital Controllers BusinessWire: 10/16/2001 = +07:27 ET SATCON TECHNOLOGY CORP FILES FORM SC 13D/A (*US:SATC) EDGAR Onlin= +e: 10/05/2001 16:31 ET - - - - - MORE [IMAGE] GETY News UPDATE 1-Getty Im= +ages loss shrinks, sales fall Reuters: 10/24/2001 17:20 ET TABLE - Getty I= +mages (NASDAQ:GETY) Q3 shr loss Reuters: 10/24/2001 16:58 ET Getty Images = +Q3 posts smaller-than-expected loss Reuters: 10/24/2001 16:27 ET - - - - -= + MORE [IMAGE] AFFX News Video:Market@Midday: Exchanges take a hit ON24: = +10/25/2001 12:51 ET Audio:Market@Midday: Exchanges take a hit ON24: 10/25/= +2001 12:51 ET Audio:ON The Move: Merrill upgrades Genentech and Affymetrix,= + lowers Celera ON24: 10/25/2001 11:36 ET - - - - - MORE [IMAGE] FCGI New= +s First Consulting Group Reports Third Quarter 2001 Results BusinessWire: = +10/25/2001 07:06 ET First Consulting Group and CuraGen Corp. Automate Key S= +teps in FDA Submission Process; Innovative Document Management System Strea= +mlines FDA Paperwork BusinessWire: 10/15/2001 13:50 ET First Consulting Gr= +oup and Aventis Pharmaceuticals to Build Worldwide R?Content Management Sys= +tem; Project Standardizes Company's Management of Critical R?Knowledge Bus= +inessWire: 10/11/2001 14:39 ET - - - - - MORE [IMAGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/481.","Message-ID: <1310645.1075852706202.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 14:41:54 -0700 (PDT) +From: no.address@enron.com +Subject: Weekend Outage Report for 10-26-01 through 10-28-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 26, 2001 5:00pm through October 29, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +3 ALLEN CENTER POWER OUTAGE: +Time: Sat 10/27/2001 at 4:00:00 PM CT thru Sat 10/27/2001 at 8:00:00 PM CT + Sat 10/27/2001 at 2:00:00 PM PT thru Sat 10/27/2001 at 6:00:00 PM PT + Sat 10/27/2001 at 10:00:00 PM London thru Sun 10/28/2001 at 2:00:00 AM London +From 4:00 - 8:00 p.m., Trizechan Properties has scheduled a shutdown of all electrical service at 3 Allen Center. Enron Network Services will power down the 3AC network infrastructure between 3:30-4:00. There will be no 3 Allen Center network access during the electrical maintenance and the outage will continue until ENS is able to power up all of the networking devices. +All 3AC and 2AC employees will have no telephone or voicemail service during outage period. When power is restored to building, systems will be powered back up and telco services tested for dial tone and connectivity. +If you need access to 3AC anytime that Saturday, you will need to contact Trizechan Properties beforehand with your security information (Jael Olson at 713-336-2300). Anyone who attempts to enter the building on Saturday that is not on the list will be denied access. + + + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: +Impact: CORP +Time: Sat 10/27/2001 at 11:00:00 PM CT thru Sun 10/28/2001 at 4:00:00 AM CT + Sat 10/27/2001 at 9:00:00 PM PT thru Sun 10/28/2001 at 2:00:00 AM PT + Sun 10/28/2001 at 5:00:00 AM London thru Sun 10/28/2001 at 10:00:00 AM London +Outage: EDI_QA disk re-org +Environments Impacted: EES +Purpose: Improve disk utilization for future expansion. +Backout: Assign back to original disks. +Contact(s): John Kratzer 713-345-7672 + +EES: +Impact: EES +Time: Sat 10/27/2001 at 6:00:00 PM CT thru Sun 10/28/2001 at 12:00:00 AM CT + Sat 10/27/2001 at 4:00:00 PM PT thru Sat 10/27/2001 at 10:00:00 PM PT + Sun 10/28/2001 at 12:00:00 AM London thru Sun 10/28/2001 at 6:00:00 AM London +Outage: Migrate EESHOU-FS1to SAN +Environments Impacted: EES +Purpose: New Cluster server is on SAN and SAN backups +This will provide better performance, server redundancy, and backups should complete without problems. +Backout: Take new server offline, +Bring up old servers +change users profiles back to original settings. +Contact(s): Roderic H Gerlach 713-345-3077 + +EI: +Impact: All servers in 3AC floors 17 and 35: List provided below +Time: Sat 10/27/2001 at 3:00:00 PM CT thru Sat 10/27/2001 at 9:00:00 PM CT + Sat 10/27/2001 at 1:00:00 PM PT thru Sat 10/27/2001 at 7:00:00 PM PT + Sat 10/27/2001 at 9:00:00 PM London thru Sun 10/28/2001 at 3:00:00 AM London +Outage: 3AC list of Server affected by outage +Environments Impacted: EI +Purpose: There will be a complete power outage for the entire Three Allen Center Building. +Backout: No back out plan. +Contact(s): Tino Valor 713-853-7767 + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: No Scheduled Outages. + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: No Scheduled Outages. + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: +Impact: CORP +Time: Fri 10/26/2001 at 7:00:00 PM CT thru Fri 10/26/2001 at 9:00:00 PM CT + Fri 10/26/2001 at 5:00:00 PM PT thru Fri 10/26/2001 at 7:00:00 PM PT + Sat 10/27/2001 at 1:00:00 AM London thru Sat 10/27/2001 at 3:00:00 AM London +Outage: Reboot HR-DB-4 to add new disks +Environments Impacted: All +Purpose: We need to remove the old arrays because of reliability issues. +Backout: Connect the old arrays back to DB-4 and reboot. +Contact(s): Brandon Bangerter 713-345-4904 + Mark Calkin 713-345-7831 + Raj Perubhatla 713-345-8016 281-788-9307 + +Impact: CORP +Time: Sun 10/28/2001 at 1:45:00 AM CT thru Sun 10/28/2001 at 2:15:00 AM CT + Sat 10/27/2001 at 11:45:00 PM PT thru Sun 10/28/2001 at 12:15:00 AM PT + Sun 10/28/2001 at 7:45:00 AM London thru Sun 10/28/2001 at 8:15:00 AM London +Outage: sysAdmiral Outage +Environments Impacted: Corp +Purpose: There is a possible bug in sysAdmiral when clocks adjust for daylight saving time, This is a precaution to take the system own during this time to prevent any possible problems that may occur. +Backout: We are only taking the services down on these machines no patches or upgrades, do not expect to see any problems. We expect the software company to be online provided we see any problems when we bring the systems back up. +Contact(s): Ryan Brennan 713-853-4545 + Brian Lindsay 713-853-6225 + Bruce Smith 713-853-6551 + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: +Impact: +Time: Sat 10/27/2001 at 4:00:00 PM CT thru Sat 10/27/2001 at 8:00:00 PM CT + Sat 10/27/2001 at 2:00:00 PM PT thru Sat 10/27/2001 at 6:00:00 PM PT + Sat 10/27/2001 at 10:00:00 PM London thru Sun 10/28/2001 at 2:00:00 AM London +Outage: Power Down Lucent Switch & Voicemail @ 3AC +Environments Impacted: All +Purpose: Scheduled power outage by 3AC Building Management. +Backout: +Contact(s): Cynthia Siniard 713-853-0558 + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +---------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager] +" +"arnold-j/deleted_items/482.","Message-ID: <16303395.1075852706251.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 11:22:21 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Fitch Puts Enron On Rating Watch Negative +Bloomberg, 10/25/01 + +STOCKWATCH Enron higher after dismissing CFO Fastow +AFX News, 10/25/01 + +DJ Concerned Energy Cos Make Few Changes In Enron Dealings +2001-10-25 14:13 (New York) + +Calif Guarantees Allow Williams To Book Power Revenues +Dow Jones Energy Service, 10/25/01 +Stocks Expected to Open Lower, Hurt By Weak Economic News +Dow Jones Business News, 10/25/01 + +Kaplan Fox Seeks To Recover Losses For Investors Who Purchased E +Bloomberg, 10/25/01 + +Enron CNBC: Squawk Box, +10/25/01 + + + + + + +Fitch Puts Enron On Rating Watch Negative +2001-10-25 13:49 (New York) + +Fitch Puts Enron On Rating Watch Negative + +Fitch-NY-October 25, 2001: Fitch places the following Enron +securities on Rating Watch Negative: senior unsecured debt +`BBB+'; subordinated debt `BBB'; preferred stock `BBB-`; +and commercial paper `F2'. Pipeline subsidiary `A-` rated +senior unsecured debt at Northern Natural Gas Co. and +Transwestern Pipeline Co., are also placed on Rating Watch +Negative. + +The rating action primarily relates to the negative capital +market reaction to recent disclosures by the company. The +loss of investor and counterparty confidence, if it +continues, would impair Enron's financial flexibility and +access to capital markets, therefore, impacting its ability +to conduct its business. On Oct. 16, 2001, Enron announced +a $1 billion after-tax charge to earnings to be taken in +the third quarter of 2001 and a reduction of balance sheet +equity by $1.2 billion relating to the unwinding of +structured transactions. Since that time, there have been +several damaging news reports on the company and its +management. More importantly, investors have voiced +concerns. Enron's common stock price has plummeted and +spreads on its debt have widened. + +The company has attempted to quell rumors and has publicly +stated that it has adequate liquidity to conduct its +business. Approximately $1.5 billion of unused liquidity is +available under committed bank lines. + +An additional concern is that certain structured +transactions of the company including Marlin Water Trust II +and Osprey could unwind. While various sources of repayment +exist, such as the sale or liquidation of underlying +assets, or an equity offering, primary credit support is +derived from the Enron obligation to remarket mandatorily +convertible preferred stock if an amount sufficient to +repay the notes has not been deposited with the trustee 120 +days prior to the maturity date or upon a note trigger +event. In the event that the issuance of the preferred +stock yields less than the amount required to redeem the +senior notes in either case, Enron is required to deliver +additional shares. If Enron cannot or does not deliver on +its obligation, then the amount of the deficiency becomes a +payment obligation of Enron, representing a general +unsecured claim. While trigger events include a downgrade +of Enron's senior unsecured debt below investment grade by +one of the major rating agencies in conjunction with +specified declines in Enron's closing stock price over +three consecutive trading days, Enron would have a +forebearance period of 60 days as long as an attempt was +being made to register the shares. The total amount of +Marlin and Osprey debt is approximately $3.2 billion. Enron +has not verified that the underlying assets have adequate +market value to fully pay down the associated debt. + +While capital market uncertainties have escalated, Fitch +has no information to indicate that there are any +fundamental problems with Enron's core wholesale, retail, +and pipeline businesses. Fitch expects to be in contact +with the company on a continuing basis to both monitor +ongoing events and address strategic, longer-term issues. + + +STOCKWATCH Enron higher after dismissing CFO Fastow + +10/25/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +NEW YORK (AFX) - Share of Enron were higher in opening trade, after the company dismissed its chief financial officer, Andrew Fastow, due to his past involvement in running two partnerships, in which Enron had invested, dealers said. +At 9.56 am, Enron was up 1.13 usd, or 6.95 pct, at 17.55. The DJIA was down 138.60 points at 9,207.52, the S&P 500 index was down 15.95 pts at 1,069.00 and the Nasdaq composite down 39.02 at 1,692.52. +Enron said it named Jeff McMahon CFO to replace Fastow, after announcing Monday that the Securities and Exchange Commission is looking into the Fastow-related transactions. +""In my continued discussions with the financial community, it became clear to me that restoring investor confidence would require us to replace Andy as CFO,"" said chief executive Kenneth Lay in a statement. +Enron shares have fallen sharply in recent days on concerns over financial transactions made with the two partnerships, LJM Cayman LP and LJM2 Co-Investment LP, which analysts said could affect future earnings and which have prompted class action suits against the company. +McMahon, who had been serving as chairman and CEO of Enron's Industrial Markets group, had quit his job as treasurer last year, after voicing concerns within the company about Fastow's role in running the two partnerships, according to the Wall Street Journal. +This morning, Salomon Smith Barney analyst Raymond Niles downgraded Enron to ""buy- speculative,"" from ""buy-high risk"", to reflect his concerns that ""lingering uncertainty over financial practices may begin to impair Enron's commercial operations."" +""This is the least likely outcome, in our view, but one whose likelihood has increased over the last week as questions continue to be asked,"" he said. +ng/lj For more information and to contact AFX: www.afxnews.com and www.afxpress.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +=DJ Concerned Energy Cos Make Few Changes In Enron Dealings +2001-10-25 14:13 (New York) + + By Mark Golden, Kristen McNamara, Jon Kamp and John Edmiston + Of DOW JONES NEWSWIRES + + NEW YORK (Dow Jones)--Energy trading companies have concerns about the credit +quality of troubled Enron Corp. (ENE), but they have made almost no changes in +policies concerning the top trader of North American power and gas, the +companies said Thursday. + + The concerns have arisen because Enron, which accounts for about a quarter of +the trade in the country's power and gas markets, has seen its share price fall +by a third this week due to uncertainties about its extremely complex financial +structure. + + Moody's has put Enron's credit on watch for possible downgrade, and some of +the company's debt is trading like junk bonds in the secondary market this +week. + + ""We have made no changes to our credit policy concerning Enron,"" said John +Sousa, chief spokesmann for Dynegy Inc. (DYN). ""It's business as usual."" + + Williams Cos. (WMB) spokesman Jim Gipson said that his company, too, has made +no changes and has no concerns about Enron's credit. Another Top 10 power and +gas trading company, Aquila (ILA), has also left Enron credit unchanged. + + Other companies expressed concern, though they've taken little if any action. + + ""Like everyone else in the marketplace, we're proceeding with caution,"" said +Lora Kinner, director of credit for Tractebel Energy Marketing, the North +American subsidiary of the Belgian company Tractebel S.A. + + Kinner said the company is just looking for more information and doesn't +expect to make any drastic changes. + + + +Calif Guarantees Allow Williams To Book Power Revenues +By Andrew Dowell +Of DOW JONES NEWSWIRES + +10/25/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -(Dow Jones)- Clarifications by California as to what electricity transactions the state will back enabled Williams Cos. (WMB) to book $180 million in power sales from the previous period as third-quarter revenues, the company said Thursday. +The revenues came from power Williams sold through the California Independent System Operator, which runs the state's wholesale power market and clears and settles transactions. +The state of California has paid more than $11 billion for power bought directly from suppliers, but has yet to pay for any ISO power since it took over the job of buying power for the state's ailing utilities in mid-January. Two weeks ago, however, the state made clear for the first time which ISO transactions it would back. +""It's that fact that has allowed us for the first time to recognize dollars from sales to the California ISO,"" Williams Chief Operating Officer Steven Malcolm said on a conference call Wednesday. +Williams reported third-quarter net income of $221.3 million on revenues of $2.81 billion, up from $121.1 million on revenues of $2.33 billion in the same period the year before. +Williams is now in talks with California to secure payment for its ISO sales. The process is complicated by the state's role as guarantor of transactions undertaken on behalf of the utilities, which aren't creditworthy enough to buy power for themselves. The ISO didn't envision third-party guarantors when it set up its settlement process, and state accounting rules require more detailed bills than those sent out by the ISO each month, state power officials have said. +The state says it has set aside $1.2 billion to cover ISO transactions. +As reported, suppliers including Williams had charged the state with deliberately muddling the repayment issue to keep power flowing for free. +Willing To Renegotiate + +Separately, Williams' officers also said the company was willing to discuss reworking its long-term contracts with California, provided the result benefited both parties. +California Gov. Gray Davis is under heavy fire for having locked the state into contracts running as long as 20 years at prices negotiated at the peak of a market that has since collapsed. +Both sides could potentially benefit from changes to the length of the term of the contracts or the specifics of power-supply obligations - perhaps freeing up supply that Williams thinks it could get more money for on the spot market, Malcolm said. +""We're always willing to sit down with a customer,"" Malcolm said. +Williams hasn't been approached by the state to renegotiate the contracts, Malcolm said. +Any attempt by California to force through one-sided changes is unlikely and could backfire for the state by disrupting plans for new power plants, he said. +""To the extent contracts are changed, financing is going to go away,"" he said. +Downplaying Enron Opportunities + +Williams downplayed its ability to capitalize on the recent troubles of market-leader Enron Corp. (ENE), saying it focuses on large, long-term structured deals, not the high-volume, physical-market transactions that Enron dominates, Malcolm said. +Also, TradeSpark - the Internet-based energy exchange in which Williams is a partner - is limited for now in its ability to expand and take volume from Enron's proprietary system EnronOnline because of the horrific losses operator Cantor Fitzgerald (X.CFZ) suffered in the attacks on the World Trade Center. +""That's interrupted the rapid growth we were seeing,"" Williams Chief Executive Keith Bailey said on the call. +Enron, which accounts for about a quarter of the trade in the country's power and gas markets and which makes a market for those commodities on EnronOnline, has seen its share price fall by a third this week due to uncertainties about its extremely complex financial structure. +Those concerns have raised questions about the business model of EnronOnline, a platform on which Enron is the counterparty in all trades. Those concerns could eventually boost volume on neutral exchanges like TradeSpark. +""We continue to believe in the neutral platform that TradeSpark offers,"" Malcolm said. +TradeSpark LP was formed by eSpeed Inc. (ESPD), Cantor Fitzgerald (X.CFZ), Shell (RD) unit Coral Energy, Dominion (D), Koch Energy Trading Inc., TXU Corp.'s (TXU) TXU Energy unit and Williams Cos.' Williams Energy Marketing & Trading Co. +-By Andrew Dowell, Dow Jones Newswires; 201-938-4430; andrew.dowell@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Stocks Expected to Open Lower, Hurt By Weak Economic News + +10/25/2001 +Dow Jones Business News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +A Wall Street Journal Online News Roundup +Stocks are expected to open with losses Thursday, weighed down by disappointing U.S. economic news and the European Central Bank's decision to leave interest rates unchanged. +About an hour before the New York Stock Exchange opened, futures on the Standard & Poor's 500-stock index were sharply lower, suggesting that the Dow Jones Industrial Average will post a 94-point loss at the opening bell. +In one of a trio of negative economic reports, the Commerce Department said orders for durable goods, or products expected to last more than three years, tumbled 8.5% in September. That was a much steeper drop than the 0.9% decline forecast by economists surveyed by Thomson Global Markets. +Meanwhile, the Labor Department reported that the number of Americans filing new claims for state unemployment insurance rose to 504,000 for the week ended Oct. 20. That was more than the 500,000 jobless claims expected by economists. +The Labor Department also said that the employment-cost index rose 1% in the third quarter, slightly more than expected. The indicator measures changes in compensation costs, including wages and salaries, as well as costs for employee benefits. +Later, at 10 a.m. EDT, the National Association of Realtors is expected to say that 5.26 million existing homes were sold last month, down from the 5.5 million sold in August. +Prior to release of the economic news, S&P futures had pointed to a weaker opening on Wall Street, after the ECB left rates alone despite growing political pressure for another rate cut to help the stumbling European economy. +In addition to pouring over Thursday's economic reports, investors will spend much of the session sorting through a mountain of earnings reports, said Peter Cardillo, director of research at Westfalia Investments. +Among companies that announced quarterly earnings so far, Dow Chemical said third-quarter net income plunged 84%, hurt by weak demand, substantial price declines and a slew of charges mostly related to acquisition expenses and restructuring at Dow Corning. +Among other stocks to watch, Enron on Wednesday replaced its finance chief, Andrew Fastow, capping a tumultuous day in which the Houston powerhouse saw its stock price continue to fall sharply. +States suing Microsoft are hiring one of the nation's top trial lawyers, signaling they may seek a harsher antitrust remedy than the White House. Meanwhile, the software giant's Windows XP formally makes its debut Thursday. +In key overseas markets, stocks were mixed. London's Financial Times-Stock Exchange 100-Share Index was down 1.2% in intraday trading, while Frankfurt's DAX was 0.9% lower. Earlier in the day, Japan's Nikkei 225 average closed with a gain of 0.7%, and Hong Kong's Hang Seng Index rose 0.2%. +In Wednesday's session, Wall Street continued to shrug off disappointing earnings news, and focused instead on hopes that low interest rates and the government's economic-stimulus program will produce a recovery. +Technology issues saw much of the buying, with the Nasdaq Composite Index rising 27.10 points, or 1.6%, to 1731.54. The Dow industrials inched 5.54 points, or 0.1%, higher to close at 9345.62, despite substantial losses in two of its components, Eastman Kodak and AT&T, which issued weak outlooks. +In major U.S. market action Wednesday: +Major stock indexes advanced. But on the Big Board, where 1.34 billion shares traded, 1,374 stocks rose and 1,743 fell. On the Nasdaq, 1.89 billion shares changed hands. +Bonds gained. The 10-year Treasury note rose 13/32, or $4.0625 for each $1,000 invested. The yield, which moves inversely to price, fell to 4.588%. The 30-year bond was up 23/32 to yield 5.330%. Early Thursday, the 10-year note was up 10/32 to yield 4.553% while the long bond was 17/32 higher, yielding 5.303%. +The dollar was mixed. Late in New York, it traded at 122.87 yen, up from 122.68, while the euro rose against the dollar to 89.35 U.S. cents from 89.07. Early Thursday in New York, the dollar bought 123.17 yen and traded at 88.27 cents to the euro. +For continuously updated news from The Wall Street Journal, see WSJ.com at http://wsj.com. +Copyright (c) 2001 Dow Jones & Company, Inc. +All Rights Reserved. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Kaplan Fox Seeks To Recover Losses For Investors Who Purchased E +2001-10-25 12:07 (New York) + +Kaplan Fox Seeks To Recover Losses For Investors Who Purchased Enron +Corp. Common Stock + +NEW YORK, NY -- (INTERNET WIRE) -- 10/25/01 -- Kaplan Fox +(kaplanfox.com) has filed a class action against Enron Corp. and +certain of the Company's officers and directors in the United States +District Court for the Southern District of Texas. The suit is +brought on behalf of all persons or entities who purchased the common +stock of Enron Corporation (""Enron"") (NYSE: ENE) between January 18, +2000 and October 17, 2001, inclusive (the ""Class Period""). + +The complaint charges Enron Corp. and certain of its officers and +directors with violations of the Securities Exchange Act of 1934. +The complaint alleges that during the Class Period, defendants +engaged in asset and securities sales to closely related affiliates +and interested parties, which disguised Enron's true financial +position. Many of the details of these transactions were hidden from +the public. Defendants used these asset sales to falsely improve +Enron's balance sheet, thereby maintaining Enron shares at an +artificially inflated price. Certain Enron executives, who held +positions in the affiliates that presented clear conflicts of +interest, reaped millions of dollars in personal gains from these +transactions. + +The complaint further alleges that during the Class Period, Defendants +made misleading statements regarding the potential value of Enron's +Broadband business, in order to artificially boost Enron's share +price. With knowledge that Enron's Broadband business would never +post a profit and was seriously overvalued, Defendants continued to +make misleading statements about the Broadband business in order to +maintain the share price at its artificially inflated levels. +Defendants used the artificially inflated value of Enron's Broadband +business to hedge against, in order to gain millions of dollars in +financing. Defendants failed to disclose the risk of these financing +arrangements. Defendants hid the true nature of Enron's earnings, +its hedging, its businesses, and the correct state of Enron's +finances from its investors and the market, further artificially +inflating Enron's share price. While the stock was artificially +inflated for the above reasons, Enron executives engaged in extensive +insider trading, gaining personal proceeds of approximately $482 +million during the Class Period, before the public became aware of +the above practices. + +Plaintiff seeks to recover damages on behalf of the Class and is +represented by Kaplan Fox & Kilsheimer LLP. Our firm, with offices +in New York, San Francisco, Chicago and New Jersey has many years of +experience in prosecuting investor class actions and actions +involving financial fraud. For more information about Kaplan Fox & +Kilsheimer LLP, you may visit our website at www.kaplanfox.com + +If you are a member of the Class, you may move the court no later than +December 21, 2001 to serve as a lead plaintiff for the Class. In +order to serve as a lead plaintiff, you must meet certain legal +requirements. + +If you have any questions about this Notice, the action, your rights, +or your interests, please e-mail us at mail@kaplanfox.com or contact: + +Kaplan Fox & Kilsheimer LLP - 805 Third Avenue, 22nd Floor - New York, +NY 10022 + +Kaplan Fox & Kilsheimer LLP - 100 Pine Street, 26th Floor - San +Francisco, CA 94111 + +Contact: Frederic S. Fox, Esq., Kaplan Fox & Kilsheimer LLP +Phone: 800-290-1952 +Fax: 212-687-7714 +Email: mail@kaplanfox.com + + + + + + Date October 25, 2001 + Time 07:00 AM - 08:00 AM + Station CNBC + Location Network + Program The Squawk Box + + + Mark Haines, co-anchor: + + Joe Kernen, what's going on? + + Joe Kernen, co-anchor: + + We've got to shift gears into this Enron situation which + has just been--you've been talking about it quite a bit, + David--how could you not talk about it? Seventy-six + million shares yesterday, down fifty percent in the last + two weeks. This is a company with--what?--a hundred + million in revenues. + + James Cramer, guest market commentator: + + Maybe. + + Kernen: Yeah, right. Anyone who does any trading in + energy apparently, you know, uses Enron Online, so anything + that destabilizes Enron to a great extent could destabilize + the whole energy trading arena and... + + Cramer: Go ahead, say it! Say what you're thinking! No + one has said it yet. We know the truth. We believe that + Enron caused a national short squeeze. They knew every + single number in this gas situation. They wrecked the + California utility system and profited from it. That's my + bet. My bet that this--they had--look, they were the + market maker. Imagine if Instinet knew what you were going + to be buying and took it ahead of you. I think they + cornered the market for electricity for about four months, + made a huge fortune and now the company is unraveling and + when someone--when the Justice Department gets in there + we're going to discover this. + + Kernen: Let's see what happened... + + Haines: Now, wait a second... + + David Faber, co-anchor: + + Whoa, whoa, whoa! The Justice Department, Jim? Now, is + that new? Is that something-- + + Cramer: No, that would be, if I were a prosecutor, + something... + + Faber: OK, so they are not being investigated? + + Cramer: Well, no, I'm actually being a little forward + thinking. + + Kernen: The SEC wants documents about the limited + partnership transactions of Mr.-- + + Faber: Which is very different from what Jim is talking + about. + + Cramer: No, I'm saying that this is what, if I were an + enterprising prosecutor, I would say, Did we have a + nationwide short squeeze in electricity caused by one + company that had access to all the screens and knew exactly + what was happening with the electricity market which then + wrecked the California utility system, cost the consumer + billions of dollars, and is now being hushed up? + + Kernen: Well, let's talk about the actual news. Here's + yesterday's trading-- + + Haines: Wait a minute. + + Kernen: Well, I just want to say that the guy is gone now. + That's the new news here. Did you read--did you know that + Fastow, after four-- + + Faber: Late yesterday. + + Kernen: Yeah, after four o'clock, Fastow is gone. What's + interesting-- + + Faber: He's the CFO-- + + Kernen: But he's a new CFO. + + Faber: --who benefitted personally from some of these + off balance sheet partnerships. + + Cramer: Mark, you know, I'm not on thin ice here, I'm not + on thin ice. + + Haines: I just want to make sure we understand that this + is your theory. + + Cramer: This is my theory. + + Haines: OK. + + Cramer: It is just a theory. It is my opinion. But I + think we've got to find out more about that short squeeze + that occurred. + + Haines: OK. + + Cramer: We need to find out whether it was orchestrated. + + Kernen: The new CFO might help regain some credibility for + the company because he was the old treasurer who left that + position a year or so ago because of some disagreements + with how Mr. Fastow was doing business apparently. So now + he's back as CFO and we'll whether that calms the market + down. + + Faber: Well, what they need to do-- Joe, they need to come + clean. I mean, that is what all the investors in Enron and + those who've left the company as investors over this last + week have wanted. Let's see everything; be as transparent + as you possibly can be; tell us exactly what we need to + know. And as much as they need to come clean with their + investors, they need to come clean with their trading + counterparties because that is really what people are + concerned about. + + Kernen: Why is the credit worthiness issue such a big + deal? Anyone who does trading with them, if their credit + worthiness were to go--if their credit rating were to go + down, how would that affect energy trading? + + Faber: Well, you want to know that they're going to be + there on the other side and make good on the trades. + + Kernen: I guess you would, wouldn't you? + + Faber: Right. Not that they aren't, but why would you--if + you can trade with seven other guys--seven other companies, + maybe you cut back a little bit on your exposure there. + + Kernen: Now, why would-- + + Faber: And that would hurt their core business. + + Kernen: Why are people expecting some type of action from + the credit agencies, not because of the stock price, right? + Because of something that could unravel-- + + Faber: Because of something related to these liabilities + they may have-- + + Kernen: That they don't know about at this point. + + Faber: --that they may have with regard to funding some of + these off balance sheet partnerships that they backstopped + in terms of borrowing that went on at the project level at + the off balance sheet partnership. Will it be a liability? + They don't know. But that's one of the reasons-- + + Kernen: We're talking hundreds of millions or billions? + + Faber: They don't know. + + Kernen: But there were billions of dollars in limited + partners? + + Faber: Yes. About three billion in financing, I think is + what some analysts estimated. + + Kernen: This is a pretty big number. + + Faber: Yeah, they can get to most of that with the assets + that they have in the partnerships themselves. + + Kernen: I use a six month chart to show what's happened + over the last two weeks. You got to look at here. But if + we went back a year, you'd see eighty as far as the high + for Enron. Now we're at sixteen. + + Faber: Everybody else took a hit yesterday. Dynegy got + hurt. + + Kernen: Well, I got Dynegy next. Don't-- Here we go. + + Faber: I'm sorry. I'm getting a little excited. + + Kernen: You are. + + Faber: Enthusiastic about your charts. + + Kernen: There's a weekly chart of Dynegy, and you know + what's coming next, don't you? Now I'm worried about the + utility average. I've worried about the transportation + average a lot in my career. Mark, now the utilities have + replaced my worries. I'm angst-ridden. Did you see this + chart? We're breaking below the-- + + Cramer: That's a positive, not a negative, Joe. + + Kernen: What's wrong with Cramer today? What happened? + + Cramer: I'm all fired up! + + Faber: He really is. My, God, he's got the DOJ getting + all crazy, the FBI, the CIA. You going down to En--you + going down to Houston yourself? + + Cramer: I may just have to. I may have to clean up that + whole city. + + Kernen: Jim, why would the--that's the--now getting down + to the lows, I mean, the other averages have come back + quite a bit from the post-attack lows, the utilities are + retesting those. That's not something to worry about? + + Cramer: No, because I think there's a lot of money going + into more cyclical issues. I think the economy is showing + signs of getting better. The consumer is certainly much + stronger than we thought. The base book didn't say the + corporate was strong, but the consumer is strong. Much + stronger than before. + + Kernen: All right. In the past people have worried about + the utility averages being a leading indicator, though. I + don't--we're talking about four hundred to two-ninety at + this point. That's a long way. + + Cramer: This average has got a lot of problems to it, but + I still think that-- + + Kernen: It's no longer the-- + + Cramer: --you sell this as safety. We don't want safety + as much as we want a little bit more reciprocality. + + # # # + + + +" +"arnold-j/deleted_items/483.","Message-ID: <5682624.1075852706276.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 07:51:48 -0700 (PDT) +From: andy@spectronenergy.com +To: john.arnold@enron.com +Subject: C4 trade +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Andy Colman"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Jon, can't say it on the desk in front of Matt. I had nothing to do with that trade. I cover your line so I had to make the call. I am not out here taking garbage about Enron or anything like that. That's why I called Brian in London to call you. Please beleive me. That was arranged between them. I work neither Phibro or EKoch. + +Andy Colman (Spectron)" +"arnold-j/deleted_items/484.","Message-ID: <11949978.1075852706341.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 06:17:50 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron Replaces Fastow as Finance Chief --- McMahon Takes Over Post; Move Fo= +llows Concerns Over Partnership Deals +The Wall Street Journal, 10/25/01 +Enron Ousts Finance Chief As S.E.C. Looks at Dealings +The New York Times, 10/25/01 +Pressured Enron Ousts CFO +The Washington Post, 10/25/01 +Enron replaces CFO to reassure investors +Houston Chronicle, 10/25/01 +FRONT PAGE - FIRST SECTION - Enron replaces finance chief. +Financial Times (U.K. edition), 10/25/01 +COMPANIES & FINANCE THE AMERICAS - 'Sell' note issued on Enron shares. +Financial Times (U.K. edition), 10/25/01 +LEX COLUMN - Enron. +Financial Times (U.K. edition), 10/25/01 +Enron Corp. Cut to `Market Perform' at Banc of America +Bloomberg, 10/25/01 + +Baring Asset Management's McClen on Enron: Investor Comments +Bloomberg, 10/25/01 + +Enron ousts CFO amid partnership questions +Associated Press Newswires, 10/25/01 +Enron fires CFO to quell unrest: Stock meltdown +National Post, 10/25/01 + +Enron replaces CFO Fastow in wake of LJM probe; appoints McMahon +AFX News, 10/25/01 +ENRON: Embattled chief financial officer ousted +Chicago Tribune, 10/25/01 +Enron Ousts CFO Amid SEC Probe +Los Angeles Times, 10/25/01 +Shell-Shocked Enron Parts With CFO +TheStreet.com, 10/25/01 +Phew! Enron Stinks +RealMoney.com, 10/25/01 +Small-Stock Focus: Russell 2000 Ekes Out Increase; Adtran, Arris Group Post= + Gains +The Wall Street Journal, 10/25/01 +U.S. directors to be graded by activist: The 'bond' treatment (Toronto edit= +ion headline.); Directors to get the bond treatment: Members of boards to b= +e graded by shareholder activists (All but Toronto edition headline.) +National Post, 10/25/01 +UK: U.S. stocks drift in Europe as wary tone persists. +Reuters English News Service, 10/25/01 +WORLD STOCK MARKETS - Wall St favours US tech stocks over blue chips AMERIC= +AS. +Financial Times (U.K. edition), 10/25/01 +Enron replaces CFO Andy Fastow +CBSMarketWatch, 10/25/01 +USA: UPDATE 1-Beleaguered Enron names new CFO. +Reuters English News Service, 10/24/01 + +USA: Utility stocks drop on slipping expectations. +Reuters English News Service, 10/24/01 +Berger & Montague Alleges Enron Misled Investors About Overvalued Assets An= +d Off-Balance Sheet Deals +PR Newswire, 10/24/01 + + + + + +Enron Replaces Fastow as Finance Chief --- McMahon Takes Over Post; Move Fo= +llows Concerns Over Partnership Deals +By Rebecca Smith and John R. Emshwiller +Staff Reporters of The Wall Street Journal + +10/25/2001 +The Wall Street Journal +A3 +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +Enron Corp. replaced its embattled chief financial officer, Andrew S. Fasto= +w, capping a tumultuous day in which the huge energy company saw its stock = +price again fall sharply and help pull down the share prices of other major= + energy-trading companies.=20 +Investors appeared worried that Enron's recent woes could have a destabiliz= +ing effect on the energy-trading market. The Houston energy powerhouse, wit= +h annualized revenue topping $150 billion and assets of more than $60 billi= +on, handles transactions representing roughly one-quarter of the nation's t= +raded-electricity and natural-gas volumes. In less than two years of operat= +ion, its EnronOnline trading platform has become a central marketplace for = +the energy business and already has handled more than $880 billion in trans= +actions. +""Enron makes the market. Make no mistake about that,"" said Merrill Lynch an= +alyst Donato Eassey. ""There's not a trader out there that doesn't use Enron= +Online."" As such, Enron enters into thousands of transactions every day in = +which the company's credit-worthiness is critical. Enron said its business = +operations were functioning normally yesterday. The company also has consis= +tently said it is financially strong and liquid.=20 +Enron said its new chief financial officer is Jeffrey McMahon, the 40-year-= +old head of the company's industrial-markets division. His selection may be= + intended, in part, to raise the company's credibility. People familiar wit= +h the matter say Mr. McMahon left his job as treasurer last year after voic= +ing concerns within the company about Mr. Fastow's role in running two limi= +ted partnerships that were involved in billions of dollars worth of transac= +tions with Enron. Internal partnership documents indicate Mr. Fastow and po= +ssibly a handful of associates made millions of dollars from the partnershi= +ps. Mr. Fastow severed his ties with those partnerships in July in the face= + of increasing conflict-of-interest concerns being expressed by Wall Street= + analysts and major Enron investors. On Monday, Enron announced that the Se= +curities and Exchange Commission was looking into the Fastow-related transa= +ctions.=20 +While Enron as recently as Tuesday strongly defended Mr. Fastow, as well as= + the company's dealings with the partnerships, controversy over those arran= +gements clearly played a role in the executive's departure. ""In my continue= +d discussions with the financial community, it became clear to me that rest= +oring investor confidence would require us to replace Andy as CFO,"" said Ch= +airman and Chief Executive Kenneth Lay in a prepared statement.=20 +Enron said Mr. Fastow ""will be on a leave of absence from the company."" He = +couldn't be reached for comment.=20 +It remains to be seen how much Mr. Fastow's removal will assuage an increas= +ingly restive investment community. The action came after the 4 p.m. market= + close and followed a day in which Enron's stock once again plunged. As of = +4 p.m. in New York Stock Exchange composite trading, Enron shares were at $= +16.41, down $3.38, or 17%. It topped the Big Board's most active list at ne= +arly 76 million shares, more than twice the volume of the second-most-activ= +e stock. Several trades yesterday involved blocks of 800,000 shares or more= +, possibly indicating that some institutional holders are souring on Enron = +stock.=20 +Enron's shares are down about 50% from the beginning of last week. Earlier = +this year, the stock was above $80 a share.=20 +In an apparent ripple effect, the stocks of other energy-trading companies,= + which do business with Enron, also fell sharply yesterday. For instance, D= +ynegy Inc. shares on the Big Board were off $5.45, or 13%, at $37.26. A num= +ber of the energy companies hit by the selloff have business strategies muc= +h different than Enron's, which rely heavily on complex and highly structur= +ed investment vehicles.=20 +Prudential Securities analyst Carol Coale said Mr. Fastow's departure could= + be seen as evidence that ""management does care"" about investor concerns. H= +owever, she adds, the move also could be viewed by some investors, coming a= +s it did two days after the announcement of the SEC inquiry, as ""an admissi= +on of guilt."" Ms. Coale yesterday issued a sell recommendation on Enron lar= +gely because of uncertainties about the company's extremely complex financi= +al structure.=20 +Enron has consistently denied any wrongdoing in its Fastow-related dealings= +.=20 +Worries and rumors about Enron's financial strength could be found in the s= +tock market yesterday. Goldman Sachs analyst David Fleischer said he heard = +people voice concerns about a possible ""death spiral"" in which increasing c= +redit concerns about Enron would decrease the number of people willing to d= +o business with the company, which would in turn weaken its finances and le= +ad to further business reductions. Mr. Fleischer, a longtime fan who still = +has a buy recommendation on the company, said he hasn't yet seen any eviden= +ce of such a problem.=20 +However, Mr. Fleischer said, Enron needs to disclose more information about= + its myriad of financial transactions with related partnerships and other e= +ntities. Enron is facing a problem with ""trust and credibility. It's not ea= +sy to regain something as basic as trust,"" he said. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Business/Financial Desk; Section C +Enron Ousts Finance Chief As S.E.C. Looks at Dealings +By FLOYD NORRIS + +10/25/2001 +The New York Times +Page 2, Column 5 +c. 2001 New York Times Company + +The Enron Corporation, its stock battered by a sudden loss of investor conf= +idence, yesterday ousted its chief financial officer, Andrew S. Fastow, who= +se involvement in complicated transactions with Enron has drawn the scrutin= +y of the Securities and Exchange Commission.=20 +''In my continued discussions with the financial community, it became clear= + to me that restoring investor confidence would require us to replace Andy = +as C.F.O.,'' Kenneth L. Lay, Enron's chairman and chief executive, said in = +a statement announcing the change. Only one day before, Mr. Lay had told in= +vestors in a conference call that he and the Enron board ''continue to have= + the highest faith and confidence in Andy.'' +The company said that Mr. Fastow had taken a leave of absence, but it also = +named his successor, Jeffrey McMahon, the head of Enron's industrial market= +s group and a former corporate treasurer.=20 +Enron said none of the officials were available for interviews last night.= +=20 +The move came after the close of trading on the New York Stock Exchange, wh= +ere Enron's shares fell $3.38, to $16.41. The price has been cut in half si= +nce Oct. 16, when Enron reported its third-quarter earnings. A $1.2 billion= + reduction in shareholder equity brought on by ending some relationships wi= +th partnerships that Mr. Fastow had headed was not disclosed in the earning= +s news release. Mr. Lay briefly mentioned it in the conference call that fo= +llowed, but some analysts thought he was referring to a separate $1 billion= + write-off that was disclosed in the earnings document, and were angered wh= +en they later learned about it.=20 +On Tuesday, when both Mr. Fastow and Mr. Lay discussed the company with ana= +lysts on the conference call, neither was willing to discuss details of the= + transactions between Enron and the partnerships formerly controlled by Mr.= + Fastow. Mr. Lay cited the S.E.C. inquiry in declining to discuss the detai= +ls of the transactions.=20 +The fact the transactions took place has been known for a year, but Enron's= + disclosures have been widely criticized for being impossible to understand= +.=20 +By structuring the deals as involving forward commitments to deliver Enron = +stock, it appears that Enron was able to assure that losses on them would n= +ot lead to reported losses, but instead to reductions of shareholder equity= + that had no effect on the income statement. That is one of the issues the = +S.E.C., whose inquiries were disclosed Monday by the company, is expected t= +o address.=20 +Concerns have also grown this week over whether Enron will face losses from= + complicated financing strategies that kept billions of dollars of debts of= +f its balance sheet but left the company responsible for paying -- either i= +n cash or with stock -- if things went wrong. On Tuesday, Mr. Fastow assure= +d investors that the company ''expects to continue to have sufficient liqui= +dity to meet normal obligations,'' and said it had bank credit lines that w= +ere more than adequate.=20 +Mr. Fastow was viewed as one of the architects, with Jeffrey K. Skilling, t= +he former Enron chief executive who resigned in August, of the change in bu= +siness strategy that turned Enron from a gas-pipeline company into a an ene= +rgy trading powerhouse that developed a large Wall Street following. Its st= +ock price peaked in the summer of 2000 at $90.75.=20 +According to a person close to the company, while Mr. McMahon, Mr. Fastow's= + successor, was Enron's treasurer, he told Mr. Skilling, who at the time wa= +s the chief operating officer, that he thought the partnerships involving M= +r. Fastow presented a conflict of interest. After that discussion, Mr. McMa= +hon moved to a different job at the company, this person said.=20 +Shares of Enron traded as low as $15.51 yesterday afternoon, the lowest pri= +ce for the stock since early 1995, before recovering. In after-hours tradin= +g, they fell to $16.14.=20 +One of the factors that hurt the stock yesterday was a decision by M. Carol= + Coale, an analyst at Prudential Securities, to drop her rating to ''sell''= + from ''hold.'' She had lowered the rating to ''hold'' from ''buy'' on Mond= +ay.=20 +''After the S.E.C. inquiry was announced,'' she said in an interview yester= +day evening, ''Enron should have addressed it by delivering a scapegoat, as= + a gesture to the Street. Now they are replacing him today. The timing is a= + little late, but I think it will be received positively by the Street.''= +=20 +But she said that investor sentiment might work the other way. ''People cou= +ld fear that if you remove Fastow from the management team, you'll never ge= +t any answers.'' + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Financial +Pressured Enron Ousts CFO + +10/25/2001 +The Washington Post +FINAL +E02 +Copyright 2001, The Washington Post Co. All Rights Reserved + +Enron replaced Andrew Fastow as its chief financial officer, a day after ch= +ief executive Kenneth Lay stressed the company's confidence in Fastow, who = +performed dual roles as the energy giant's CFO while managing partnerships = +with which Enron did business. ""In my continued discussions with the financ= +ial community, it became clear to me that restoring investor confidence wou= +ld require us to replace Andy as CFO,"" Lay said in a statement. The partner= +ships have been dissolved.=20 +http://www.washingtonpost.com=20 +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Oct. 25, 2001, 12:06AM +Houston Chronicle +Enron replaces CFO to reassure investors=20 +By LAURA GOLDBERG=20 +Copyright 2001 Houston Chronicle=20 +In a bid to repair its badly damaged credibility on Wall Street, Houston-ba= +sed Enron Corp. removed its chief financial officer Wednesday, as federal s= +ecurities regulators review business dealings between Enron and two investm= +ent partnerships that he ran.=20 +Enron, the world's largest energy trader, said Chief Financial Officer Andr= +ew Fastow had been put on a ""leave of absence"" for an undetermined period a= +nd named another Enron executive, Jeff McMahon, as his replacement. The com= +pany said the move was not a reflection on Fastow or a belief that he had d= +one anything improper.=20 +""In my continued discussions with the financial community, it became clear = +to me that restoring investor confidence would require us to replace Andy a= +s CFO,"" Enron Chairman and CEO Ken Lay said in a statement after the stock = +market closed on a day investors continued dumping shares.=20 +Enron, which had seen its stock battered this year for a variety of reasons= +, found itself high on Wall Street's hit list after it released third-quart= +er earnings on Oct 16.=20 +The earnings report drew renewed attention to something investors and analy= +sts had already expressed displeasure at: Fastow, with the approval of Enro= +n's board, had formed and run two investment partnerships -- LJM Cayman and= + LJM2 Co-Investment.=20 +The partnerships, which did complex financing and hedging deals with Enron,= + served as a source of funding for Enron projects and investments.=20 +But Wall Street questioned how Fastow could watch out for the interests of = +Enron's shareholders and the investment partnership at the same time.=20 +So Fastow, in June, resigned his roles at the partnerships and Enron also e= +nded its relationships with the LJM entities. During the third-quarter, Enr= +on took a $35 million loss related to ending its LJM ties as well as a $1.2= + billion reduction in shareholder equity.=20 +Tuesday, Lay told analysts and investors that procedures were rigorously fo= +llowed to ensure the interests of Enron and its shareholders were protected= + in dealings with the LJM partnerships. He said a ""Chinese wall"" existed be= +tween Enron and LJM.=20 +Fastow's replacement, McMahon, previously served as Enron's treasurer befor= +e moving last year to another job with Enron. Most recently, he headed up t= +he company's industrial markets group. A source close to Enron said McMahon= + asked to be reassigned from the treasurer's job because he was uncomfortab= +le with the Fastow-LJM setup.=20 +Enron spokesman Mark Palmer said neither Fastow nor McMahon was available f= +or comment Wednesday. He also didn't know whether Fastow is still receiving= + a salary.=20 +Enron disclosed on Monday that federal securities regulators had begun an ""= +informal inquiry"" into the LJM dealings.=20 +The news proved terrible for a company already working to rebuild investor = +confidence after a series of failed investments in telecommunications, wate= +r and retail power businesses and the surprise resignation of CEO Jeff Skil= +ling in August for personal reasons.=20 +A continuously growing number of shareholder lawsuits against Enron followe= +d the earnings report and the news of the SEC inquiry.=20 +Wall Street has stepped up its chronic complaints that Enron's various fina= +ncial dealings are too complex to follow and that the company fails to give= + analysts enough data to make proper evaluations.=20 +Beyond the LJM partnerships, investors are concerned about two other partne= +rships Enron set up. Among the worries is that Enron will end up having to = +issue new shares of stock to cover commitments associated with those entiti= +es.=20 +Investors wouldn't like that because it would dilute the value of current o= +utstanding shares. They are also afraid that Enron's debt credit rating may= + be downgraded, which could have negative impacts on its overall business.= +=20 +In the last six days, Enron's shares have closed lower and lower. On Oct. 1= +6, the stock closed at $33.84. On Wednesday it closed at $16.41, down $3.38= +.=20 +Wednesday, the hubbub surrounding Enron also dragged down shares in other c= +ompanies that engage in energy trading, including Houston-based Dynegy, whi= +ch closed down $5.45 at $37.26. There is concern Enron's woes could in some= + way end up harming the energy trading markets.=20 +A conference call Lay and senior executives, including Fastow, held with an= +alysts Tuesday to help clear up questions didn't go as Enron hoped.=20 +On Wednesday, Carol Coale, an analyst with Prudential Securities in Houston= +, moved from a ""hold"" to a ""sell"" rating.=20 + +FRONT PAGE - FIRST SECTION - Enron replaces finance chief. +By JULIE EARLE and SHEILA MCNULTY. + +10/25/2001 +Financial Times (U.K. edition) +(c) 2001 Financial Times Limited . All Rights Reserved + +FRONT PAGE - FIRST SECTION - Enron replaces finance chief - Energy company = +attempts to halt sharp decline in its share price.=20 +Enron, the US energy group, yesterday replaced its embattled chief financia= +l officer, Andrew Fastow, to try to halt a slide in its share price, which = +has lost about 40 per cent of its value this week. +Kenneth Lay, Enron's chief executive officer, said after the market closed = +that Mr Fastow was taking a leave of absence. The move came a day after Mr = +Lay defended Mr Fastow amid questions about his ties to controversial partn= +erships that had forced Enron to take a $1.2bn write-off.=20 +That loss, revealed last week, sparked the share sell-off amid concerns the= +re may be more bad news to come. Enron disclosed the loss during an October= + 16 conference call with analysts on its third-quarter results, saying the = +charge stemmed from closing funding mechanisms that Enron had set up in the= + partnerships established with Mr Fastow.=20 +Analysts say the charge has not been satisfactorily explained, leading to c= +onfusion among investors and an unofficial inquiry by the Securities and Ex= +change Commission.=20 +""In my continued discussions with the financial community, it became clear = +to me that restoring investor confidence would require us to replace Andy a= +s CFO,"" Mr Lay said. He said Jeff McMahon, chairman and chief executive of = +Enron's industrial markets group, would replace Mr Fastow. Mr McMahon earli= +er served as Enron's treasurer.=20 +Analysts said it was unclear whether Mr Fastow's departure would be enough.= + Carol Coale, of Prudential Securities, said the move was positive in demon= +strating that Enron was being sensitive to Wall Street, which had called fo= +r Mr Fastow to be replaced. Yet, she added, it came three days after those = +calls.=20 +Ms Coale issued a ""sell"" recommendation on Enron earlier yesterday, leading= + to a drop of almost 18 per cent in its share price. ""We are concerned abou= +t what we don't know,"" Ms Coale said. She was concerned that Enron might ha= +ve to sell assets below book value to maintain its credit rating, or be for= +ced to issue equity to bolster its balance sheet. Enron might also lose cus= +tomers to competitors that were not under such pressure.=20 +Enron believes such concerns are misplaced and the SEC inquiry will prove t= +he company has done nothing wrong. Lex, Page 16.=20 +(c) Copyright Financial Times Ltd. All rights reserved.=20 +http://www.ft.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +COMPANIES & FINANCE THE AMERICAS - 'Sell' note issued on Enron shares. +By SHEILA MCNULTY. + +10/25/2001 +Financial Times (U.K. edition) +(c) 2001 Financial Times Limited . All Rights Reserved + +Shares in Enron, the US energy group, fell again yesterday after Prudential= + Securities issued a ""sell"" note on concerns that the $1.2bn loss taken by = +the company last week might not be the end of its bad news.=20 +In the first hour of New York Stock Exchange trading, Enron's stock was the= + biggest percentage loser, dropping 20.2 per cent to $15.80 - its lowest le= +vel since August 1995. / +""We are concerned about what we don't know,"" said Carol Coale, the Prudenti= +al analyst who covers Enron.=20 +She was disappointed that Enron had not been more forthcoming in the confer= +ence call it held on Tuesday in response to charges it was not being transp= +arent.=20 +Investors have been abandoning the stock since October 16, when Enron told = +analysts it was taking a $1.2bn loss in shutting down funding mechanisms it= + had set up in controversial partnerships established with Andrew Fastow, t= +he chief financial officer.=20 +This charge has not been thoroughly explained, leading to confusion among a= +nalysts and an unofficial inquiry by the Securities and Exchange Commission= +.=20 +Ms Coale said she was concerned Enron might have to sell assets below book = +value to maintain its credit rating, or be forced to issue equity to bolste= +r its balance sheet. She said Enron might lose customers to competitors tha= +t are not under such pressure.=20 +Enron believes such concerns are misplaced and that the SEC enquiry will pr= +ove that the company has done nothing wrong.=20 +(c) Copyright Financial Times Ltd. All rights reserved.=20 +http://www.ft.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +LEX COLUMN - Enron. + +10/25/2001 +Financial Times (U.K. edition) +(c) 2001 Financial Times Limited . All Rights Reserved + +Enron=20 +To lose a chief executive may be regarded as a misfortune. To lose the chie= +f financial officer as well looks like carelessness. +Enron's effort to increase transparency, revealing more operating data in i= +ts third quarter release, was undermined by its decision to gloss over a $1= +.2bn equity charge related to the closing of ""related party transactions"" w= +ith two off-balance sheet financing vehicles. And it neglected to mention t= +hat the vehicles were run by Andrew Fastow, its CFO. Conflict of interest a= +nyone?=20 +The Securities and Exchange Commission is conducting an informal inquiry. I= +nvestors, angry after the initial revelation, had reason to feel more so af= +ter its conference call, which was supposed to clear up confusion over the = +financing vehicles and related party transactions. The call had the opposit= +e effect.=20 +The charge to shareholders' equity, and the related reduction in notes rece= +ivable, was the result of closing one of the vehicles - and the termination= + of previously recorded contractual obligations to deliver Enron shares. Th= +e uncertainty is whether Enron might have to sell assets or issue new stock= + to cover possible shortfalls in other vehicles. Credit concerns and lack o= +f disclosure explain the weakness of stock and bond prices. Enron is unlike= +ly to lose its investment grade status, but dilution is a real risk for sha= +reholders. Mr Fastow has gone (following Jeffrey Skilling, former chief exe= +cutive, who quit after only six months as CEO). But the credibility problem= + goes beyond one individual.=20 +(c) Copyright Financial Times Ltd. All rights reserved.=20 +http://www.ft.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Enron Corp. Cut to `Market Perform' at Banc of America +2001-10-25 08:49 (New York) + + Princeton, New Jersey, Oct. 25 (Bloomberg Data) -- Enron Corp. (ENE US= +) +was downgraded to ``market perform'' from ``strong buy'' by analyst William= + J +Maze at Banc of America. + + +Baring Asset Management's McClen on Enron: Investor Comments +2001-10-25 08:09 (New York) + + London, Oct. 25 (Bloomberg) -- The following are comments by +Catherine McClen, who helps manage about $17 billion of bonds for +Baring Asset Management, about Enron Corp. + + Yesterday, Enron ousted Chief Financial Officer Andrew Fastow +amid a Securities and Exchange Commission inquiry into +partnerships he ran that cost the largest energy trader +$35 million. McClen said Baring bought credit-linked notes issued +by Houston-based Enron during the summer. + + ``Given what has happened, with them basically firing Andy +Fastow, the CFO, they've finally woken up to how concerned people +are about the management-credibility issue.'' On a recent +conference call ``no one thought they did themselves any favor in +terms of calming investors' concerns.'' + + ``They were slightly hiding behind the fact that the SEC has +got this inquiry going. The fact that two days later Andy is gone, +and he was in the center, is a good sign that the company is +realizing just how concerned investors are.'' + + ``There's always that worry once the SEC gets involved that +it could extend. You never know what could come of that.'' + + ``There is a bit of fear of the unknown about Enron now, with +the SEC inquiry and the risk that there could be further asset +write-downs.'' + + ``Another thing they're criticized for is their lack of +disclosure. We still haven't seen a balance sheet for the third +quarter.'' + + ``People are saying, why don't you include a balance sheet +with your results? They promised better disclosure in the past and +that was meant to begin in the third quarter.'' + + ``You'd like to see just more information on asset write- +downs and a discussion of their off-balance-sheet financing -- all +these vehicles they have like Marlin and Osprey.'' + + ``We'd like to see some clarity, answering those sort of +questions.'' + + ``It seems as though Enron at least are maybe at the start of +a process where they're going to address and clean up their +balance sheet and they've started to replace management.'' + + ``Investors have already had enough issues'' in corporate +bonds recently and ``sometimes investors just think, `Not another +nasty in my portfolio,' and I'd rather exit.'' + + ``For certain investors maybe they just get scared. I wanted +to know more about it. People had speculated if it could go to +junk. I don't think they could because I don't think Enron could +exist as a junk company.'' + + ``There's a certain reluctance'' to sell the bonds. ``You +want to stand back for a moment and look at the fundamentals.'' + ``When the spreads have already moved out that wide you have +to reassess and see whether you think it's a buying opportunity.'' + +--Christine Harper in the London newsroom (44 20) 7330-7982 or +charper@bloomberg.net /jom + + +Enron ousts CFO amid partnership questions +By PAM EASTON +Associated Press Writer + +10/25/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. + +HOUSTON (AP) - Enron Corp. may have added another question to the list inve= +stors already have by ousting its chief financial officer a day after the c= +ompany stressed its confidence in Andrew Fastow amid a Securities and Excha= +nge Commission inquiry.=20 +""It could either be viewed as a positive step toward easing investor concer= +n or it could be interpreted as if Enron removed the CFO at the request of = +the SEC,"" Prudential Securities Inc. analyst Carol Coale said Wednesday. ""W= +ho knows?"" +Enron officials hope it will result in increased investor confidence after = +the energy trading giant's stocks have declined in value each day since Mon= +day's announcement that the SEC had inquired about partnerships that did bu= +siness with Enron while they were managed by Fastow.=20 +""In my continued discussions with the financial community, it became clear = +to me that restoring investor confidence would require us to replace Andy a= +s CFO,"" Enron chief executive officer Kenneth Lay said after markets closed= + Wednesday.=20 +Fastow will take a leave of absence from the company while Jeff McMahon, wh= +o has served as chairman and chief executive of Enron's Industrial Markets = +group, takes over his role.=20 +""I think change is good at this particular point in time,"" said FAC Equitie= +s analyst Robert Christensen said. ""I think Andy was somewhat beleaguered.""= +=20 +A.G. Edwards & Sons analyst Mike Heim, however, said it will take more than= + replacing Fastow as chief financial officer to clear the uncertainty loomi= +ng in the financial world about Enron and its partnerships.=20 +""I think the reason why the stock has been declining so sharply the last fe= +w days is due to a lack of clarity on the partnership arrangements,"" Heim s= +aid.=20 +Replacing Fastow alone won't clarify those arrangements, he added.=20 +""There is still uncertainty despite promises by management to be more trans= +parent to the financial community,"" Heim said. ""Instead of being more trans= +parent there is more confusion than ever.""=20 +Enron's stock continued to plummet Wednesday, closing down $3.38 to $16.41 = +per share, a 17 percent decline.=20 +Since the Wall Street Journal first reported on the partnerships last week,= + Enron's stock price has slid nearly 52 percent.=20 +""The market was asking for that to happen,"" J.P. Morgan analyst Anatol Feyg= +in said of Fastow's departure. ""This is really the first time Enron has act= +ed as an agent of the shareholder in this crisis.""=20 +Previously, Enron's managers have been ""cautious and defensive in their app= +roach,"" he said.=20 +During a conference call Tuesday to address investor concern, Lay said the = +partnerships were fully disclosed and contained measures to ensure no confl= +ict existed as Fastow carried out the dual roles. The partnerships have sin= +ce been dissolved.=20 +The call didn't work for many, including Feygin and Heim.=20 +""I didn't hear things like we've unrolled all these partnership dealings or= + here's all the exact details of how the partnerships work or we don't ever= + expect to take any more charges,"" Heim said. ""What I heard is we don't hav= +e to disclose that information until the 10-Q is filed.""=20 +The turbulent past few months which have included the SEC inquiry, third qu= +arter losses and the August resignation of the company's chief executive of= +ficer, Jeff Skilling, have left many analysts questioning the company's fut= +ure, Heim said.=20 +""It's really a speculative bet right now, but the odds favor the company be= +ing able to weather the storm and being a healthy company if not a year fro= +m now, two years from now,"" he said.=20 +But much is going to depend on how much Enron discloses to its investors, F= +eygin said.=20 +Feygin said McMahon worked as Enron's treasurer for two years under Fastow = +before a disagreement over Fastow's involvement in the partnerships caused = +McMahon to leave his job as treasurer.=20 +""Internally, Jeff was always a proponent of Andy not being involved in (the= + partnerships),"" Feygin said. ""Three days ago I would have said there is no= + need for a change at the CFO level. Today, it was pretty obvious it was so= +mething Enron needed to do."" + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Financial Post Investing +Hot Stock +Enron fires CFO to quell unrest: Stock meltdown +Jason Chow +Financial Post, with files from Bloomberg News + +10/25/2001 +National Post +National +IN1 / Front +(c) National Post 2001. All Rights Reserved. + +Facing a crisis of confidence in the market, Enron Corp. replaced its chief= + financial officer yesterday as its stock continued to tumble.=20 +After failing to rally the support of analysts in a damage-control conferen= +ce call Tuesday, the Houston-based energy trader dropped chief financial of= +ficer Andrew Fastow, who has been linked to transactions being looked at by= + the Securities and Exchange Commission. He was replaced by former treasure= +r Jeff McMahon. +The move came after Enron shares (ENE/NYSE) dropped US$3.38 to US$16.41. Th= +e stock has dropped 55% in the past two weeks -- wiping out US$10-billion o= +f shareholder wealth.=20 +""In my continued discussions with the financial community, it became clear = +to me that restoring investor confidence would require us to replace Andy a= +s CFO,"" Enron chief executive Kenneth Lay said.=20 +Early last week, Enron reported a US$618-million third-quarter loss, result= +ing from US$1.01-billion in write-offs.=20 +The company also disclosed a US$1.2-billion reduction in shareholder equity= + for the quarter as a result of terminating certain transactions related to= + a partnership that for a time was headed by Mr. Fastow.=20 +In July, Mr. Fastow ended his connection to the partnership in the face of = +growing concerns by analysts and major investors. The SEC is currently look= +ing into the partnership arrangement.=20 +The turmoil of the past several days prompted Enron to schedule a conferenc= +e call Tuesday morning with Wall Street analysts to reassure investors.=20 +During the call, Enron officials declined to specify Mr. Fastow's role in t= +he partnership, citing the ongoing SEC investigation and a derivative lawsu= +it filed against Enron that alleges its board breached its fiduciary duties= + by allowing Mr. Fastow to create and run the partnerships.=20 +The stock came under renewed pressure early in the day after analyst Carol = +Coale of Prudential Financial downgraded the stock for the second time this= + week, to ""sell"" from ""hold."" Ms. Coale said the rating change is ""not beca= +use of things we do know but because of things that we potentially don't kn= +ow about the company.""=20 +Volume was very heavy, with 75.8 million shares changing hands. Average dai= +ly volume is 6.7 million shares.=20 +J.P. Morgan analyst Anatol Feygin was also less than impressed with Enron's= + line during the conference call.=20 +The company acknowledged that transactions with partnerships run by its chi= +ef financial officer led to a writedown of US$1.2-billion in shareholder eq= +uity. But Mr. Feygin said management was ""defensive"" when pressed for detai= +ls.=20 +Ms. Coale reduced her price target down US$15 from US$55, assuming more bad= + news was to come.=20 +While the allegations of impropriety cloud Enron, Mr. Feygin said the compa= +ny's credit situation could be the more crucial factor for its short-term f= +ortunes.=20 +Last week, Moody's Investors Service placed all US$13-billion of the compan= +y's long-term debt securities on watch for possible downgrade. If Moody's l= +owered its rating, Enron's short-term debt costs would rise. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Enron replaces CFO Fastow in wake of LJM probe; appoints McMahon + +10/25/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd + +HOUSTON (AFX) - Enron Corp said it named Jeff McMahon chief financial offic= +er in place of Andrew Fastow.=20 +Announcing McMahon's appointment, Chairman Kenneth Lay said: ""In my continu= +ed discussions with the financial community, it became clear to me that res= +toring investor confidence would require us to replace Andy as CFO."" +Enron shares have fallen sharply in recent days on concerns over financial = +transactions made with the two LJM partnerships run by Fastow, which analys= +ts said could affect future earnings and which have prompted class action s= +uits against the company.=20 +On Monday, Enron announced that the Securities and Exchange Commission was = +looking into the Fastow-related transactions.=20 +McMahon had been serving as chairman and CEO of Enron's Industrial Markets = +group.=20 +The Wall Street Journal quoted people familiar with the matter as saying Mc= +Mahon left his job as treasurer last year after voicing concerns within the= + company about Fastow's role in running the two partnerships.=20 +Internal documents indicate Fastow and possibly a handful of associates mad= +e millions of dollars from the partnerships, the newspaper reported.=20 +jms For more information and to contact AFX: www.afxnews.com and www.afxpre= +ss.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Business +THE TICKER +ENRON: Embattled chief financial officer ousted +From Tribune news services + +10/25/2001 +Chicago Tribune +North Sports Final ; N +2 +(Copyright 2001 by the Chicago Tribune) + +Enron Corp. ousted Andrew Fastow as its chief financial officer Wednesday, = +a day after Chief Executive Kenneth Lay stressed the company's confidence i= +n him despite growing controversy over Fastow's role overseeing partnership= +s that did business with the energy- trading giant.=20 +""In my continued discussions with the financial community, it became clear = +to me that restoring investor confidence would require us to replace Andy a= +s CFO,"" Lay said in a statement.. +The company said Fastow had taken a leave of absence, but it also named his= + successor, Jeff McMahon, the head of Enron's industrial markets group and = +a former corporate treasurer.=20 +The move came after the close of trading on the New York Stock Exchange, wh= +ere Enron's shares fell $3.38, to $16.41. The price has been cut in half si= +nce Oct. 16, after Enron's third-quarter earnings release failed to disclos= +e the partnerships. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Business; Financial Desk +Enron Ousts CFO Amid SEC Probe +Bloomberg News + +10/25/2001 +Los Angeles Times +Home Edition +C-3 +Copyright 2001 / The Times Mirror Company + +HOUSTON -- Enron Corp. ousted Chief Financial Officer Andrew Fastow Wednesd= +ay amid a Securities and Exchange Commission inquiry into partnerships he r= +an that cost the largest energy trader $35 million.=20 +Enron named Jeff McMahon, head of its industrial markets group, as CFO beca= +use ""it became clear to me that restoring investor confidence would require= + us to replace Andy,"" Chairman and Chief Executive Kenneth Lay said. +Fastow will take a leave of absence.=20 +Shares of Enron, based in Houston, have plunged 80% this year. Third-quarte= +r charges of $1.01 billion from failed investments outside the main commodi= +ties trading business wiped out 70% of the profit earned in the last four q= +uarters.=20 +""Investors were clearly not comfortable with exposure to Andy,"" said J.P. M= +organ analyst Anatol Feygin, who downgraded Enron to ""long-term buy"" and ow= +ns no shares.=20 +Fastow, 39, ran LJM Cayman and LJM2 Co-Investment, two partnerships created= + by Enron to buy company assets. Enron's involvement in the financing vehic= +les cost the company $35 million in third-quarter losses.=20 +Enron also bought back 62 million shares from LJM2 at a cost of $1.2 billio= +n to unwind its investment.=20 +During a conference call Tuesday, Lay said, ""I and Enron's board of directo= +rs continue to have the highest faith and confidence in Andy and think he's= + doing an outstanding job as CFO.""=20 +Enron announced that Fastow would leave after its stock closed down $3.38, = +or 17%, to $16.41 in trading Wednesday on the New York Stock Exchange, sett= +ing a new 52-week low.=20 +The SEC began an inquiry into Enron's partnerships Monday. Spokeswoman Kare= +n Denne said it is an informal inquiry that Enron is cooperating with, and = +that no subpoenas have been received.=20 +The company has formed at least 18 affiliated partnerships and corporations= +, some of which buy and sell Enron assets such as power plants, records at = +the Texas secretary of state's office indicate. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + + + +Shell-Shocked Enron Parts With CFO +By Peter Eavis +Senior Columnist +10/24/2001 06:40 PM EDT +URL: +TheStreet.com +Enron's (ENE:NYSE - news - commentary) problems won't go out the door with = +Andrew Fastow.=20 +The finance chief, who was replaced Wednesday, came under scrutiny as the e= +xecutive who orchestrated and profited from a hedging deal that went sour, = +saddling Enron with a $1.2 billion charge to equity. As details of this dea= +l, and others, have emerged over the past two weeks, Enron stock has collap= +sed, falling 54% in just seven days.=20 +Wednesday, the stock fell a further 17% on enormous volume, signifying that= + once-faithful mutual fund holders were bailing. Also Wednesday, a raft of = +once-friendly analysts downgraded the stock. Faced with betrayal on that sc= +ale, Enron management at last felt compelled to act; a press release says F= +astow is taking a leave of absence. He's been replaced by Jeffrey McMahon, = +formerly CEO of Enron's industrial markets group.=20 +How might the Enron bulls spin this? Likely, they will point to McMahon's a= +lleged opposition to Fastow's role in the big hedging deal, called LJM2, to= + show that the ""Fastow era"" is over. The Wall Street Journal, citing anonym= +ous sources, reported Tuesday that as treasurer at Enron McMahon complained= + about Fastow's possible conflict of interest. Probably, the fear was that = +Fastow couldn't serve Enron and LJM2 equally, especially as he was allegedl= +y making a lot of money from LJM2.=20 +Clearly, if McMahon turns out to be a new broom, that's a positive for Enro= +n. An Enron spokeswoman declined to comment on whether The Journal's accoun= +t of McMahon's stance on LJM2 was correct.=20 +Not much else is encouraging, however. Fastow's departure shows that it too= +k massive drops in Enron stock to force senior management into action. On a= + difficult conference call Tuesday, CEO Ken Lay gave Fastow resounding back= +ing. It took Wednesday's plunge to get Lay to sign off on a new CFO. In oth= +er words, Lay listens only when the market screams and hollers. How much fu= +rther does the stock have to fall to bring further much-needed reforms at t= +he company?=20 +The spokeswoman responds that Lay had discussions with analysts Tuesday and= + Wednesday that led him to the conclusion that Fastow's replacement was nec= +essary to rebuild investor confidence.=20 +Enron culture is thick with financial sorcery. People got upset by one shad= +owy deal, but no one knows exactly how the company's core energy trading bu= +siness makes money. It's hard to believe the LJM2 deals were done in isolat= +ion and without the knowledge of the board.=20 +In fact, the chatter is that Fastow and former CEO Jeff Skilling proposed t= +he LJM2 transactions to the board after it was reluctant to enter the broad= +band business. The board apparently feared the volatility that might come f= +rom being in broadband, so Fastow allegedly proposed LJM2 as a way to hedge= + that volatility away. This meant LJM2 entered agreements that gave it acce= +ss to increases in the value of broadband assets but protected Enron from t= +he downside. Should the whole board be on the hook, too? The spokeswoman re= +sponds that the board would not have entered the LJM2 transaction if it had= + not thought it would benefit Enron and its shareholders.=20 +Lay has shown himself to be woefully out of touch with the market's views. = +Arguably, that's downright reckless for a trading company that is dependent= + on potentially skittish short-term financing. Letting things get this bad = +has risked good faith among Enron counterparties and bankers. It shows an u= +nhealthy reluctance to address key problems until they're unavoidable. The = +spokeswoman responds that the company is now working hard to improve transp= +arency.=20 +Any efforts in that direction will be much appreciated, but is it any wonde= +r people compare this lot to Long Term Capital Management?=20 + + +Phew! Enron Stinks +By James J. Cramer + +RealMoney.com +10/25/2001 07:04 AM EDT +URL: + +Did Enron (ENE:NYSE - news - commentary) cause the energy crisis? Did it cr= +eate a short squeeze in energy by buying up all available power and hoardin= +g it, perhaps in a series of partnerships that it controlled? Did we wipe o= +ut billions in equity of utilities in some sort of bizarre zero-sum game in= + which Enron won it all and shareholders from California utilities lost?=20 +And was Enron at the hub of a vast power conspiracy to screw the U.S. consu= +mer?=20 +Somehow, I believe that if it weren't for the events of Sept. 11 and its af= +termath, these questions would be asked right now by a Justice Department a= +ntitrust division or a Congressional investigation. To me, this one smells = +worse than anything that Microsoft might have done at one time.=20 +And we need to give some of these departed Enron execs immunity to get to t= +he bottom of what may have been the greatest antitrust act in history.=20 +We ought to do it fast, too, while there is some Enron left to pay the treb= +le damages that violators owe.=20 +What surprises me is that some enterprising young prosecutor doesn't want t= +o make his name blowing this one wide open.=20 +This nation must stop at nothing to get the terrorists. But it can't abando= +n the white-collar folks, either.=20 +There was just too much money lost too fast for what, in an era where energ= +y seems pretty plentiful, couldn't possibly, in retrospect, be considered a= + real shortage.=20 +Random musings: See you on CNBC'S ""Squawk,"" where I will, if given the chan= +ce, talk about Viacom (VIAB:NYSE - news - commentary) , ChevronTexaco (CVX:= +NYSE - news - commentary) , United Technologies (UTX:NYSE - news - commenta= +ry) and Wells Fargo (WFC:NYSE - news - commentary) , all of which have some= + nice cyclicality to them, which is what is called for at this very moment.= + ???Small-Stock Focus: Russell 2000 Ekes Out Increase; Adtran, Arris Group = +Post Gains?By Karen Talley?Dow Jones Newswires??10/25/2001?The Wall Street = +Journal?C6?(Copyright (c) 2001, Dow Jones & Company, Inc.)??NEW YORK -- It = +was a day for small-cap stocks to hug the baseline -- barely moving -- befo= +re ending the day with a slight gain as a number of positive profit reports= + pitched them onto positive ground. ?The Russell 2000 Index of small-capita= +lization stocks rose 0.28 point, or 0.07%, to 427.65, while the Nasdaq Comp= +osite Index added 27.10, or 1.59%, to 1731.54.?Given small caps' modest adv= +ance, their finishing the day higher hardly was guaranteed. For a while, in= + fact, they trailed larger-cap technology issues and blue chips, although t= +here were moments when these stocks, too, slipped into negative territory. = +?The day offered little anthrax news but lots of earnings reports, and inve= +stors voted according to whether their companies had done well or not. ?Gen= +erally for small caps, ""It's `where do we go from here' time,"" said Andrew = +Rich, small-cap portfolio manager with Driehaus Capital Management. A lot o= +f small caps have recouped the ground they lost the first week the market r= +eopened after the terrorist attacks, but there are few compelling reasons t= +o be an aggressive buyer, Mr. Rich said. ""Now, it seems the whole market is= + looking for direction."" ?On the Nasdaq, volume was 1.865 billion shares, w= +ith 1.321 billion advancing and 516 million declining. Gainers outpaced dec= +liners by 1,902 to 1,628. ?It was tech all the way among the day's top perf= +ormers. ?Communications technology, including a lot of fiber-optic and netw= +orking firms, ranked highest. Among small caps, Adtran rose 97 cents, or 4.= +2%, to 23.97, Arris Group jumped 75 cents, or 19%, to 4.60 and Extreme Netw= +orks added 93 cents, or 7.6%, to 13.17. ?Semiconductors were the session's = +second-best presenters with, among small caps, Elantec Semiconductor adding= + 3.71, or 12%, to 34.15, and Oak Technology rising 86 cents, or 11%, to 8.8= +0. ?Wireless-communications stocks were also strong, with help from large-c= +ap Nextel Communications, which advanced 1.29, or 17%, to 8.69 after postin= +g a third-quarter loss that surpassed Wall Street estimates amid continued = +firmness in subscriber growth. In some possible spillover among small caps,= + AirGate PCS rose 3.28, or 6.1%, to 56.78. ?The day's poorest performers we= +re natural-gas utilities, which continued to be dragged down by large cap E= +nron, which fell 3.38, or 17%, to 16.41. Piedmont Natural Gas fell 34 cents= +, or 1.1%, to 30.63, and Peoples Energy shed 56 cents, or 1.4%, to 39.06. ?= +Pegasystems jumped 1.21, or 43%, to 4.01 after a 12% rise Tuesday. The Camb= +ridge, Mass., developer of customer-management software enjoyed an even str= +onger second day yesterday, following Tuesday's release of better-than-expe= +cted third-quarter earnings of 12 cents a share, beating an analyst's estim= +ate by 10 cents a share. ?Pinnacle Systems rose 83 cents, or 25%, to 4.20. = +The Mountain View, Calif., video-production-system maker had a fiscal first= +-quarter loss of 11 cents a share before items, beating Wall Street expecta= +tions by eight cents a share. Thomas Weisel upgraded shares to `buy' from `= +market perform.' ?Sybase jumped 1.99, or 17%, to 13.50. The Emeryville, Cal= +if., online-software developer reported 20 cents a share in earnings before= + items, beating Wall Street's expectations by two cents a share. ?In a foll= +ow-on offering, AmeriPath gained 2.24, or 8.4%, to 29.04 after offering 4.1= +25 million shares at $26 each. The follow-on, as is the custom, was priced = +at a discount to Tuesday's close of 26.80. ?Merger activity had a positive = +effect on small caps. PRI Automation jumped 3.38, or 27%, to 15.92. The Bil= +lerica, Mass., semiconductor-equipment maker signed a definitive agreement = +to be bought by Brooks Automation for about $380 million in stock. Under th= +e accord, which was approved by both companies' boards, PRI shareholders wi= +ll receive 0.52 Brooks share for each PRI share held. Brooks Automation fel= +l 1.31, 3.9%, to 31.80. ?Vysis surged 7.26, or 31%, to 30.26. The Downers G= +rove, Ill., genetic-disease researcher agreed to be acquired by Abbott Labo= +ratories for $30.50 a share, or $355 million. Abbott rose 38 cents to 54.24= +. ?ONI Systems dropped 1.01, or 15%, to 5.62. The San Jose, Calif., maker o= +f fiber-optic communication equipment met analysts' third-quarter consensus= + estimate of 19 cents a share, excluding items, but said its fourth-quarter= + loss will range between 16 cents and 20 cents a share, on revenue of $40 m= +illion to $50 million, when analysts were expecting a loss of 16 cents a sh= +are, excluding items, on revenue of $50.1 million. Credit Suisse First Bost= +on cut shares to ""buy"" from ""strong buy,"" and FAC Equities reduced the stoc= +k to ""neutral"" from ""buy.""??Copyright ? 2000 Dow Jones & Company, Inc. All = +Rights Reserved. =09????Financial Post: World?U.S. directors to be graded b= +y activist: The 'bond' treatment (Toronto edition headline.); Directors to = +get the bond treatment: Members of boards to be graded by shareholder activ= +ists (All but Toronto edition headline.)?Kevin Drawbaugh?Reuters??10/25/200= +1?National Post?National?FP12?(c) National Post 2001. All Rights Reserved.?= +?WASHINGTON - Directors of corporations will be graded according to their p= +erformance by a service expected to be launched soon by business research g= +roup The Corporate Library, the group's co-founder said yesterday. ?In a mo= +ve that could cause some sweaty palms in boardrooms across the country, lon= +g-time shareholder activist Nell Minow said directors will be awarded grade= +s of A, B, C and lower, based on meeting attendance and other benchmarks.?""= +It's always been my dream to rate individual directors like bonds. Director= +s have not had the scrutiny they deserve,"" said Ms. Minow, who said the ser= +vice will be called Board Analyst. ?Planned as an added feature on an exist= +ing Web site, thecorporatelibrary.com, Board Analyst is still in testing st= +ages but is expected to launch next year, she said. ?Only directors of U.S.= + companies will initially be evaluated. Non-U.S. directors may be added lat= +er. ?Ms. Minow and partner Robert Monks have written several books on corpo= +rate governance and shareholder rights. They formerly managed the Washingto= +n-based shareholder activist Lens Fund, which they sold last year to Britis= +h fund management group Hermes. ?Their latest venture may find a receptive = +audience on the institutional buy-side, said industry spokespersons. ?""Ther= +e's been growing interest within our membership in board membership, in gen= +eral, and individual directors, in particular. I definitely think there wou= +ld be interest in more information on individual directors,"" said Ann Yerge= +r, spokeswoman for the Council of Institutional Investors, which represents= + America's large pension funds. ?The corporate governance movement, since i= +ts beginnings in the 1970s, has focused on making directors more accountabl= +e and responsible. Many companies have responded by requiring more outside = +directors and more meaningful stock ownership among directors. But examples= + of lax board oversight still abound. ?One example would be Enron Corp., wh= +ose stock has plunged in recent days since the company said the Securities = +and Exchange Commission was investigating transactions involving certain ou= +tside partnerships and the company's chief financial officer, Ms. Minow sai= +d. ?""Where was the Enron board in all of this?"" she asked. ""Boards and outs= +ide consultants are supposed to vet ideas for partnerships like these. That= + apparently didn't happen here."" ?Taking the corporate governance argument = +a step further, Ms. Minow argued that effective board membership is more th= +an a theoretical question. It should be an issue for investors to evaluate = +when they consider buying stock in a company. ?""This isn't just a corporate= + governance thing. This is part of investment analysis,"" she said. ?Institu= +tional investors routinely examine corporate management when analyzing stoc= +ks. Whether they will begin to examine directors, as well, remained an open= + question. ?""Nell and Bob Monks have been shareholder activists for a long = +time and have moved corporate governance in a positive direction,"" said Pet= +er Gleason, vice-president of research and development at the National Asso= +ciation of Corporate Directors, which represents more than 3,000 corporate = +directors. ?Surveys by the association recently showed that corporate direc= +tors rank self-evaluation high on their list of concerns. ""More and more di= +rectors are saying this is something we should be doing,"" Mr. Gleason said.= +??Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09????UK= +: U.S. stocks drift in Europe as wary tone persists.??10/25/2001?Reuters En= +glish News Service?(C) Reuters Limited 2001.??LONDON, Oct 25 (Reuters) - U.= +S. stocks trading in Europe drifted sideways as investors awaited the U.S. = +reaction to an economic stimulus package announced on Wednesday, coupled wi= +th an uncertain mood in Europe before an interest rate decision. ?U.S. tech= +nology stocks hovered around their New York closing prices. Computer giant = +IBM traded on the Instinet electronic brokerage at $108.85, marginally up f= +rom its official close of $108.57, while dealers said network giant Cisco S= +ystems was quoted near to its close of $17.23.?Energy company Enron Corp. f= +ound some support in Europe after tumbling after the bell on Wall Street, a= +s the company said it replaced its chief financial officer, who had been li= +nked to transactions being looked at by the U.S. Securities and Exchange Co= +mmission. ?Dealers said Enron was bid in Europe at around Wednesday's regul= +ar close of $16.41, even though it fell to $16.14 on Instinet late on Wedne= +sday. ""At least they (Enron) seem to have addressed the issue,"" one dealer = +in U.S. shares said. ?U.S. futures were mixed, as European bourses drifted = +prior to a decision on euro-zone interest rates at 1145 GMT. By 1034 GMT th= +e S&P 500 December futures contract was down 1.5 points at 1,083.5. ?One de= +aler said investors appeared to be holding back before assessing the impact= + of an economic stimulus package approved by Congress late on Wednesday. ?T= +he U.S. House of Representatives narrowly passed a package designed to inje= +ct $100 billion into the economy over the next year through business tax br= +eaks and other aid. ?Several companies reported results after New York's cl= +ose on Wednesday, but there was limited interest and values remained near t= +o their after-hours prices. ?Chiron Inc. surged to $48.37 from its close of= + $47 after the biotechnology firm posted higher earnings as product sales j= +umped 49 percent. ?Comverse Technology Inc. , a software and systems provid= +er, slumped to $16.60 in after-hours trading, from its close of $17.58, aft= +er warning its earnings would fall.??Copyright ? 2000 Dow Jones & Company, = +Inc. All Rights Reserved. =09???WORLD STOCK MARKETS - Wall St favours US te= +ch stocks over blue chips AMERICAS.?By MARY CHUNG.??10/25/2001?Financial Ti= +mes (U.K. edition)?(c) 2001 Financial Times Limited . All Rights Reserved??= +US technology stocks held on to small gains in morning trade but disappoint= +ing earnings results from Eastman Kodak and AT&T sent blue chips lower. ?By= + midsession, the Dow Jones Industrial Average was down 19.79 at 9,320.29 wh= +ile the S&P 500 index shed 1.08 to 1,083.70. The Nasdaq Composite rose 18.5= +8 at 1,723.02.?Dow components were dragged down by Eastman Kodak after the = +photographic film maker warned fourth-quarter profits would fall short of W= +all Street expectations. Shares tumbled 12 per cent at $13.10. ?AT&T added = +to the gloom after it reported a steep drop in profits because of the econo= +mic downturn, which has hit all areas of AT&T's operations. The stock dropp= +ed 6 per cent to $16.65. ?DuPont fell 1 per cent at $41.60. The chemical le= +ader said it faced the most challenging business environment in decades as = +it reported a sharp fall in third-quarter earnings. ?Energy stocks were the= + worst performing sector, with shares in Enron down 18.4 per cent at $16.15= +. The energy trading company is under scrutiny by the Securities and Exchan= +ge Commission and analysts about its accounting practices. ?El Paso dropped= + 5 per cent, ExxonMobil 2 per cent and Phillips Petroleum 1 per cent after = +reporting weak earnings results. ?Technology stocks, however, gained with N= +extel up 9.7 per cent at $8.12 after the wireless company reported quarterl= +y earnings that topped market expectations. ?Leading technology stocks rose= +, with Cisco Systems up 2.5 per cent, Intel 2 per cent and Microsoft 1.6 pe= +r cent. ?Amazon, however, tumbled 20 per cent at $7.66 after several analys= +ts cut estimates for the online retailer. ?Compaq Computer slipped 0.7 per = +cent at $9.33 after it reported a third-quarter net loss that was in line w= +ith expectations but reduced its fourth-quarter guidance due to continued w= +eakness in corporate IT spending. ?Sears Roebuck edged up 0.7 per cent at $= +38.07 after the largest US department store chain said it would cut 4,900 j= +obs to increase profit by more than $1bn by 2004. ?AMR, the parent of Ameri= +can Airlines, dropped 1 per cent to $19.76 after it reported the largest qu= +arterly loss in its history. ?Toronto moved lower in early trading as a pro= +fits warning from top insurer Canada Life cast a cloud over financial stock= +s. ?Canada Life fell C$1.59 to C$40.11 after it warned that weak securities= + markets will cut into third quarter results. Bank stocks fell in sympathy = +with Royal Bank off 93 cents at C$44.82 and Bank of Montreal 52 cents at C$= +34.95. ?The S&P 300 composite index was 0.8 per cent lower at 6,849.80 at m= +idsession. ?(c) Copyright Financial Times Ltd. All rights reserved. ?http:/= +/www.ft.com.??Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserve= +d. =09???Enron replaces CFO Andy Fastow ?Announcement comes on heels of vot= +e of confidence ?CBSMarketWatch.com?Lisa Sanders?10/24/01?NEW YORK (CBS.MW)= + - One day after issuing a public vote of confidence in his chief financial= + officer, Enron Chief Executive Ken Lay ousted him Wednesday in the latest = +in a two-week series of events that have caused Enron shares to more than h= +alve.?Enron named Jeff McMahon its new chief financial officer Wednesday, r= +eplacing Andy Fastow. The move follows Tuesday's conference call, which was= + an attempt by Enron to restore investor confidence in the company.?""Andy F= +astow was a very well-regarded, low profile individual at Enron, and he's b= +een unfairly pilloried in the press,"" said John Olson, an analyst at Sander= +s Morris Harris in Houston. ""But the weight of circumstantial evidence and = +the material stock price decline made this inevitable.""?Olson predicted the= + CFO swap would improve Enron's credibility with Wall Street.?A rough week?= +Enron has been under fire since last week as questions have surfaced about = +its accounting practices, especially in regard to two limited partnerships = +created by Fastow in 1999 and since dissolved. ?Enron said Fastow had taken= + a leave of absence and that McMahon, most recently chairman and CEO of the= + industrial markets group and treasurer from 1998 to 2000, would take over.= +?""In my continued discussions with the financial community, it became clear= + to me that restoring investor confidence would require us to replace Andy = +as CFO,"" said Lay, in a statement.?Karen Denne, a spokesperson for Enron, s= +aid numerous discussions Tuesday and Wednesday led to the decision. She sai= +d she did not know when Fastow would return. ?Shares of Enron fell more tha= +n 17 percent Wednesday to $16.41, then fell further in late trading followi= +ng the announcement, to as low as $16.18. At one point during the trading d= +ay, the shares were trading at a six-year low of $15.51. ?Analysts deliver = +blows?Olson called Tuesday's conference call a ""missed opportunity,"" saying= + Enron had a real opportunity to show the investing public that it had beco= +me more ""forthright and open.""?""Unfortunately Enron is overloaded with lawy= +ers,"" said Olson, who has not recommended the stock until recently. ""This c= +ompany has been very much abused and maligned by people on Wall Street. The= +y have some excellent businesses, and they have been carrying some losers.""= + Enron has ""an excellent growth profile and tremendous profitability in the= +ir growth businesses, and excellent surplus cash flow,"" Olson said.?Enron e= +xpects to generate $3 billion of cash flow this year, and with $500 million= + devoted to dividends and $1 billion to maintenance capital spending, the c= +ompany will have $1.5 billion free.?Several Wall Street firms cut their rat= +ings on Enron shares Wednesday, including Prudential Securities. The firm a= +dvised clients to sell the stock, a rare recommendation. Prudential had rat= +ed the company's shares a ""hold."" ?""After much consideration, we are loweri= +ng our rating ... not because of things we know but because of things we po= +tentially don't know about the company,"" wrote Prudential analyst Carol Coa= +le in a note. ?On Monday, Enron announced that related-party transactions w= +ithin the limited partnerships are under review by the Securities and Excha= +nge Commission. Several shareholder lawsuits have subsequently been filed.?= +""Management used the SEC inquiry as a shield to avoid elaboration on the is= +sue at hand, the LJM transactions,"" Coale said in reference to the conferen= +ce call. ?Olson said it's unlikely that Enron, with its coterie of lawyers,= + would allow the creation of illegal investment vehicles, but as to whether= + it was ""right,"" he conceded it was probably not.?J.P. Morgan's Anatol Feyg= +in downgraded his rating to ""long-term buy"" from ""buy,"" saying an upgrade i= +s precluded until the company provides more information about its liabiliti= +es. ?""Management's conference call yesterday was a missed opportunity to di= +sclose the necessary information to assuage investor concerns,"" Feygin wrot= +e. ?Merrill Lynch analyst Donato Eassey noted Wednesday that if Enron isn't= + able to maintain its investment-grade ratings -- the company's debt is on = +watch for a potential downgrade by Moody's Investors Service -- issuing new= + equity would be one course of action, though with the potential to reduce = +earnings-per-share. Enron on Tuesday held with its forecast of $1.80 a shar= +e for 2001. ?""New equity would potentially dilute our EPS estimates 5 to 10= + percent,"" Eassey wrote in a follow-up to the conference call. ?But Eassey = +believes that cash flow from operations -- expected to exceed $3 billion in= + 2002 -- along with asset sales, should be enough to ""insulate"" the company= +'s credit ratings.?Lisa Sanders is a Dallas-based reporter for CBS.MarketWa= +tch.com.???USA: UPDATE 1-Beleaguered Enron names new CFO.?By Jeff Franks??1= +0/24/2001?Reuters English News Service?(C) Reuters Limited 2001.??HOUSTON, = +Oct 24 (Reuters) - Enron Corp. , trying to halt a freefall in its stock pri= +ce and a firestorm of criticism from Wall Street, named a new chief financi= +al officer on Wednesday to replace Andrew Fastow, who has been linked to tr= +ansactions now under investigation by government regulators. ?The company, = +which is the nation's largest energy trader, said Fastow would take a leave= + of absence and be replaced by Jeff McMahon, who has been running an Enron = +unit and is the company's former treasurer, in a bid to restore credibility= + with investors.?Fastow's departure follows the August resignation of chief= + executive Jeff Skilling, who said he wanted a change in lifestyle after ju= +st six months on the job. ?Wednesday's change came after Enron's stock fell= + $3.38 to $16.41, its lowest point in six years, to cap off a $13 billion p= +lunge in market value since the company announced a third quarter loss last= + week and wrote down shareholder equity by $1.2 billion in a move related t= +o the questionable transactions. ?Wall Street's anxieties about Enron sprea= +d to the stocks of other natural gas and power traders and marketers on Wed= +nesday, with Dynegy Inc. falling 12.8 percent to $37.26 and Aquila Inc. off= + 11.7 percent at $21.20. ?Investors have fled Enron's stock in droves follo= +wing disclosures that the company did off-the-balance sheet transactions wi= +th two limited partnerships run by Fastow in deals the U.S. Securities and = +Exchange Commission is now looking into for possible conflict of interest. = +?Wall Street analysts who once touted the company have bitterly accused it = +of not being forthcoming about the matter, a problem Enron chief executive = +Ken Lay cited in his appointment of McMahon. ?""In my continued discussions = +with the financial community, it became clear to me that restoring investor= + confidence would require us to replace Andy as CFO,"" he said in a statemen= +t. ?McMahon, who was treasurer from 1998 to 2000 before becoming chief exec= +utive officer of Enron's Industrial Markets group, has a ""deep and thorough= + understanding of Enron"" and the confidence of the investment world, Lay sa= +id. ?The Wall Street Journal reported that it was McMahon who first spoke u= +p about the perception of impropriety in the limited partnership arrangemen= +ts made by Fastow. The paper this week said Skilling saw no problem with it= +, which led McMahon, 40, to ask for a job change. ?Fastow has denied any wr= +ongdoing, but has been limited in his ability to speak about the issues bec= +ause of the SEC investigation and shareholder lawsuits now pending against = +the company. ?As recently as a year ago, Enron had a stellar image as a cor= +porate innovator with a Midas touch. Its profits and stock price soared as = +it transformed from a natural gas pipeline company to a high-tech money mac= +hine creating new Internet-based trading markets in a wide range of commodi= +ties. ?But some of its new businesses faded, a large investment in an India= +n power plant went sour, the California power crises spooked investors, and= + then Skilling stunned the financial community with his sudden resignation.= + ?There also was grousing from investors that Enron's earnings statements h= +ad become convoluted to the point of incomprehensibility. ?Analysts said th= +e replacement of Fastow was a step in the right direction for Enron, but no= +t a panacea for its credibility problems. ?""The problems investors are havi= +ng with Enron are related to a lack of understanding of all these partnersh= +ip arrangements. Changing the CFO by itself doesn't really address those co= +ncerns,"" said Mike Heim at A.G. Edwards. ?""I don't think anyone has a full = +understanding of the extent of the liabilities Enron might have with these = +partnerships,"" he said. ""I still have a lot of questions."" ?Andre Meade at = +Commerzbank Securities said Fastow's departure was not unexpected, but not = +that helpful. ?""Investors are not going to see this as a huge move that cle= +ars up the picture,"" he said. ""Frankly, Ken Lay and the board don't have cl= +ean hands when it comes to these transactions."" ?""The fear driving the mark= +et is: if this is what we know, how much worse can it get?"" said J.P. Morga= +n analyst Anatol Feygin.??Copyright ? 2000 Dow Jones & Company, Inc. All Ri= +ghts Reserved. =09??USA: Utility stocks drop on slipping expectations.?By J= +im Brumm??10/24/2001?Reuters English News Service?(C) Reuters Limited 2001.= +??NEW YORK, Oct 24 (Reuters) - Slipping expectations of 2002 power profits = +combined with Enron Corp.'s growing problems helped drag utility stock pric= +es to their lowest levels this month on Wednesday. ?While the general marke= +t closed higher, the S&P Utilities Index ended the day with a loss of 8.99,= + or 3.55 percent, to 244.32.?The big loser, as it has been in many recent s= +essions, was Enron, which traded at the lowest price since February 1995 be= +fore steadying a bit to close at $16.41 - down 17.08 percent, or $3.38, for= + the day and 44 percent from its price two weeks ago - as analysts recommen= +ded selling the stock. ?Prudential's Carol Coale said the sell recommendati= +on was not made ""because of things that we know, but because of things we p= +otentially do not know. ?After the close Enron said it named former treasur= +er Jeff McMahon to replace Andrew Fastow as chief financial officer, and qu= +oted chief executive officer Kenneth Lay as saying ""it became clear to me t= +hat restoring investor confidence would require us to replace Andy as CFO.""= + ?Close behind Enron on the biggest loser lists Wednesday were companies th= +at had patterned themselves after the power trading giant. Closest was Dyne= +gy Inc. which closed with a loss of $5.45, or 12.76 percent, at $37.26 - it= +s lowest price in three weeks. ?POWER EARNINGS FORECASTS TRIMMED ?The talk = +of lower estimates of 2002 earnings from power production and trading came = +from four companies active in the U.S. Northeast and Midwest - American Ele= +ctric Power Co. Inc. , Exelon Corp. , Public Service Enterprise Group Inc. = +and PPL Corp. . ?Early Wednesday, PPL said it now sees little, if any, chan= +ge in earnings per share next year from this year, citing expectations of l= +ower profits on power sales in Maine, Pennsylvania and Montana. The company= + also confirmed it still sees 2001 earnings exceeding $4.00 per share. ?Not= +ing PPL's previous 2002 guidance was $4.55 to $4.65 per share, Wachovia Sec= +urities analyst Thomas Hamlin lowered the stock's rating to ""market perform= +"" from ""strong buy"" explaining PPL's ""failure to differentiate itself from = +the power producing price takers has hurt management's credibility. ?""The c= +ompany will need to prove its risk management capabilities in order to be a= +fforded a multiple in line with our higher rated Merchant Power stocks,"" he= + concluded. ?Deutsche Banc Alex. Brown and Lehman Brothers made similar dow= +ngrades in Exelon after its first 2002 guidance trailed analyst expectation= +s. ?STOCK LOSSES FOLLOW OUTLOOK CHANGES ?""The primary driver (for the 2002 = +estimate) is lower wholesale commodity price assumptions at (the company's = +generation unit), in addition to weaker distribution demand"" at Exelon's ut= +ility subsidiaries in Philadelphia and Chicago, Deutsche Banc Alex. Brown a= +nalyst James Dobson wrote Tuesday. ?Exelon officials noted, in answer to an= +alyst questions, that the view of 2002 demand had changed to negative from = +flat since the Sept. 11 attack on the World Trade Center. ?The company's st= +ock, which opened 10 percent lower - at $40 - following the earnings releas= +e early Tuesday steadied to close at $41.80. The shares continued to advanc= +e Wednesday when its 12-cent rise made it one of four gainers among the 40 = +S&P Utility Index components. ?The big loser among the integrated utilities= + - those which produce and distribute power - was PPL, which ended the day = +at $32 - down $1.68, or 4.99 percent. ?Losses of about 1.3 percent were pos= +ted by AEP, which closed at $42.59, down 55 cents for the day, and PSEG, wh= +ich slipped 52 cents to $39.48. ?AEP ""management cautioned that the slowing= + economy may make the upper end (of its 2002 earnings guidance of $3.80 to = +$3.90) more difficult to achieve,"" Lehman Brothers analyst Daniel Ford wrot= +e in a note that maintained his estimate. ?He lowered his estimate of PSEG = +2002 earnings per share 5 cents to $4.05 while awaiting the closing of a Pe= +ruvian purchase and pointed out it receives more for electricity than most = +PJM power producers because of restraints on the delivery of Midwest electr= +icity to New Jersey's power hungry markets.??Copyright ? 2000 Dow Jones & C= +ompany, Inc. All Rights Reserved. =09??Berger & Montague Alleges Enron Misl= +ed Investors About Overvalued Assets And Off-Balance Sheet Deals??10/24/200= +1?PR Newswire?(Copyright (c) 2001, PR Newswire)??PHILADELPHIA, Oct. 24 /PRN= +ewswire/ -- The law firm of Berger & Montague, P.C., (http://www.bergermont= +ague.com) filed a class action suit on behalf of an investor against Enron = +Corp. (""Enron"" or the ""Company"") (NYSE: ENE) and its principal officers and= + directors in the United States District Court for the Southern District of= + Texas on behalf of all persons or entities who purchased Enron securities = +during the period from March 30, 2000 through and including October 18, 200= +1, inclusive (the ""Class Period""). ?The complaint alleges that Enron and it= +s principal officers and directors violated Section 10(b) and 20 (a) of the= + Securities Exchange Act of l934 and SEC Rule 10b-5. The complaint alleges = +that defendants misled investors (1) by reporting assets that were overvalu= +ed by more than $1 billion, which caused writedowns in that amount and are = +expected to lead to further writeoffs of hundreds of millions of dollars, (= +2) by concealing facts regarding relationships with a related entity that l= +ed to a more than $1 billion reduction of shareholders' equity and a $35 mi= +llion charge, and (3) by obfuscating or failing to disclose the fact that a= +greements with other related entities satisfaction of which include obligat= +ions that may require the Company to issue large amounts of its shares. Thi= +s misconduct caused the market prices of Enron stock to be artificially inf= +lated during the Class Period. When facts about these matters were disclose= +d at the end of the Class Period, the market price of the Company's per sha= +re stock fell from a high of $90 per share during the Class Period to a low= + of $15 per share, and securities analysts downgraded their ratings of the = +Company's stock despite the precurietous fall in its market price. Also, En= +ron's senior debt was placed on notice by Moody's for possible downgrade.?A= +lso, an SEC inquiry into the Company's transactions with related entities h= +as been announced, and the Company revealed that its Chief Financial Office= +r, who is one of the Defendants, has taken a ""leave of absence"" from the Co= +mpany, and has been replaced. ?If you purchased Enron securities during the= + period from March 30, 2000 through October 18, 2001, inclusive, you may, n= +o later than December 21, 2001 move to be appointed as a Lead Plaintiff. A = +Lead Plaintiff is a representative party that acts on behalf of other class= + members in directing the litigation. The Private Securities Litigation Ref= +orm Act of 1995 directs Courts to assume that the class member(s) with the = +""largest financial interest"" in the outcome of the case will best serve the= + class in this capacity. Courts have discretion in determining which class = +members(s) have the ""largest financial interest,"" and have appointed Lead P= +laintiffs with substantial losses in both absolute terms and as a percentag= +e of their net worth. If you have sustained substantial losses in Enron sec= +urities during the Class Period, please contact Berger & Montague, P.C. at = +investorprotect@bm.net for a more thorough explanation of the Lead Plaintif= +f selection process. ?The law firm of Berger & Montague, P.C. has over 50 a= +ttorneys, all of whom represent plaintiffs in complex litigation. The Berge= +r firm has extensive experience representing plaintiffs in class action sec= +urities litigation and has played lead roles in major cases over the past 2= +5 years which have resulted in recoveries of several billion dollars to inv= +estors. The firm is currently representing investors as lead counsel in act= +ions against Rite Aid, Sotheby's, Waste Management, Inc., Sunbeam, Boston C= +hicken and IKON Office Solutions, Inc. The standing of Berger & Montague, P= +.C. in successfully conducting major securities and antitrust litigation ha= +s been recognized by numerous courts. For example: ""Class counsel did a rem= +arkable job in representing the class ?interests."" In Re: IKON Offices Solu= +tions Securities Litigation. ?Civil Action No. 98-4286(E.D.Pa.) (partial se= +ttlement for ?$111 million approved May, 2000). ?""...[Y]ou have acted the w= +ay lawyers at their best ought to act. ?And I have had a lot of cases...in = +15 years now as a judge and I ?cannot recall a significant case where I fel= +t people were better ?represented than they are here ... I would say this h= +as been the ?best representation that I have seen."" In Re: Waste Management= +, ?Inc. Securities Litigation, Civil Action No. 97-C 7709 (N.D. Ill.) ?(set= +tled in 1999 for $220 million). ??If you purchased Enron securities during = +the Class Period, or have any questions concerning this notice or your righ= +ts with respect to this matter, please contact: Sherrie R. Savett, Esquire = +?Carole A. Broderick, Esquire ?Arthur Stock, Esquire ?Kimberly A. Walker, I= +nvestor Relations Manager ?Berger & Montague, P.C. ?1622 Locust Street ?Phi= +ladelphia, PA 19103 ?Phone: 888-891-2289 or 215-875-3000 ?Fax: 215-875-5715= + ?Website: http://www.bergermontague.com ?e-mail: InvestorProtect@bm.net ?M= +AKE YOUR OPINION COUNT - Click Here ?http://tbutton.prnewswire.com/prn/1169= +0X46856181???/CONTACT: Sherrie R. Savett, Esquire, Carole A. Broderick, Esq= +uire, Arthur Stock, Esquire, or Kimberly A. Walker, Investor Relations Mana= +ger, all of Berger & Montague, P.C., +1-888-891-2289, +1-215-875-3000, Fax,= + +1-215-875-5715 or InvestorProtect@bm.net/ 18:38 EDT ?Copyright ? 2000 Dow= + Jones & Company, Inc. All Rights Reserved. =09???Enron Officers Profited F= +rom Inside Knowledge, Lawsuit Alleges?2001-10-24 19:58 (New York)??Enron Of= +ficers Profited From Inside Knowledge, Lawsuit Alleges?? Houston, Oct. = +24 (Bloomberg) -- Enron Corp. executives?profited from inside knowledge whe= +n they sold $73 million in?shares ahead of a 26 percent drop in the energy = +trading company's?stock in February and March, a shareholder alleges in a l= +awsuit.?? The allegations of insider trading were filed today as an?ame= +ndment to an earlier lawsuit filed by shareholder Fred?Greenberg.?? The= + original lawsuit, filed on Oct. 17 in Houston, accuses?Enron's board of co= +sting the company at least $35 million through?dealings with two partnershi= +ps run by former Chief Financial?officer Andrew Fastow.?? In the amendm= +ent filed today, the suit accuses Fastow of?using insider knowledge that En= +ron's stock was going to drop to?prevent losses at one of the partnerships,= + LJM2.?? The partnership was committed to buying Enron stock at?predete= +rmined price in September 2000, the complaint says. Enron?agreed to renegot= +iate the terms of the transaction to let LJM2 buy?the shares two months ear= +ly.?? That let the partnership earn a $10.5 million in profit, the?suit = +says. If the transaction had not been renegotiated, the?partnership would h= +ave lost $8 for every share it sold in?September, the suit alleges.?? = + `Bailed Out'?? ``Mr. Fastow and LJM2 took advantag= +e of inside information to?reap illicit insider trading profits, in the mil= +lions of dollars?in this transaction alone,'' the suit says.?? At the s= +ame time that the LJM2 transaction was being?renegotiated in December and J= +anuary, Chief Executive Officer?Kenneth Lay, President Mark Frevert and oth= +er top managers sold?the $73 million in shares, the suit alleges.?? Enr= +on executives ``bailed out of shares... reaping huge?insider trading profit= +s,'' the lawsuit says.?? Other sellers included former CEO Jeff Skillin= +g, Chief?Strategy Officer Cliff Baxter, broadband services CEO Ken Rice,?Ch= +ief of Staff Steve Kean, pipeline group CEO Stanley Horton and?Chief Risk O= +fficer Richard Buy, the suit says.?? Enron spokeswoman Karen Denne decl= +ined to comment on the?lawsuit.?? ``We haven't been served (notice of t= +he suit), and it's our?policy not to talk about pending litigation,'' she s= +aid?? In March, spokesman Mark Palmer said the executives exercised?sto= +ck options that would have expired worthless otherwise.?? Enron has for= +med at least 18 affiliated companies to buy and?sell company assets, accord= +ing to records from the Texas secretary?of state. The Houston-based company= + reported $1.01 billion in?third-quarter losses, including $35 million from= + the LJM?partnerships run by Fastow.?? SEC Inqui= +ry?? Greenberg says directors shouldn't have allowed Fastow to run?part= +nerships that bought and sold company assets.?? Shares of Enron have fa= +llen 52 percent in the past six days?on investor concern about the liabilit= +ies attached to partnerships?and affiliated companies formed by Enron to re= +move debt from its?books. The U.S. Securities and Exchange Commission is lo= +oking into?the partnerships.?? Enron shares fell $3.38 to $16.41.??--Ru= +ssell Hubbard in the Princeton newsroom, 609-750-4651 or?rhubbard2@Bloomber= +g.net/slb/alp??Enron Ousts Fastow, Names McMahon CFO Amid Inquiry (Update5)= +?2001-10-24 19:33 (New York)??Enron Ousts Fastow, Names McMahon CFO Amid In= +quiry (Update5)?? (Adds description of Enron Net Works in sixth paragra= +ph.)?? Houston, Oct. 24 (Bloomberg) -- Enron Corp. ousted Chief?Financi= +al Officer Andrew Fastow amid a Securities and Exchange?Commission inquiry = +into partnerships he ran that cost the largest?energy trader $35 million.??= + Enron named Jeff McMahon, head of its industrial markets?group, as CFO= + because ``it became clear to me that restoring?investor confidence would r= +equire us to replace Andy,'' Chairman?and Chief Executive Officer Kenneth L= +ay said in a statement.?Fastow will take a leave of absence.?? Shares o= +f Enron, based in Houston, have fallen 80 percent?this year. Third-quarter = +losses of $1.01 billion from failed?investments outside the main commoditie= +s trading business wiped?out 70 percent of the profit earned in the past fo= +ur quarters.?? ``Investors were clearly not comfortable with exposure t= +o?Andy,'' said J.P. Morgan analyst Anatol Feygin, who downgraded?Enron to `= +`long-term buy'' today and owns no shares.?? As Enron treasurer, McMaho= +n complained to then-Enron?President Jeffrey Skilling about potential confl= +icts of interest?posed by the Fastow partnerships in 1999, the Wall Street = +Journal?reported yesterday. Rebuffed, McMahon secured a reassignment, the?J= +ournal said, citing people familiar with the matter.?? ``McMahon was ma= +de famous under Skilling by going to him and?objecting to the partnerships,= +'' Feygin said. ``For that, he was?transferred out of the treasurer functio= +n into Enron Net Works,''?which oversees Enron's Internet trading system.??= + `An Outstanding Job'?? Fastow, 39 years old, ran= + LJM Cayman and LJM2 Co-Investment,?two partnerships created by Enron to bu= +y company assets. Enron's?involvement in the financing vehicles cost the co= +mpany $35 million?in third-quarter losses. Enron also bought back 62 millio= +n shares?from LJM2 at a cost of $1.2 billion to unwind its investment.?? = + On a conference call yesterday, Lay said that ``I and Enron's?board of di= +rectors continue to have the highest faith and?confidence in Andy and think= + he's doing an outstanding job as?CFO.''?? Enron announced that Fastow= + would leave after its stock?closed down $3.38, or 17 percent, to $16.41 in= + today's trading.?? The SEC began an inquiry into Enron's partnerships= + Monday.?Spokeswoman Karen Denne said it is an informal inquiry that Enron?= +is cooperating with, and that no subpoenas have been received.?? The co= +mpany has formed at least 18 affiliated partnerships?and corporations, some= + of which buy and sell Enron assets such as?power plants, records at the Te= +xas secretary of state's office?indicate.?? The Texas records list doze= +ns of Enron executives as officers?and directors of company-related partner= +ships. None of them have?any financial interest in the partnerships after F= +astow severed?ties to the LJM partnerships in July, Palmer said.?? = + `Zero Compensation'?? ``The managers in these affiliates= + listed as managing members?are representational in nature only,'' he said.= + ``They get zero?compensation.''?? The LJM partnerships were different.= + Enron's board allowed?Fastow, who has worked for the company for 11 years,= + to run them?and earn as much as 2 percent annually on the amounts invested= +,?the Wall Street Journal reported last week. A lawsuit filed by a?sharehol= +der objecting to the arrangement said the partnerships?reworked an agreemen= +t with Enron to avoid taking big losses.?? Enron is obligated to repay = +$3.3 billion associated with two?other partnerships, Marlin and Whitewing, = +if they can't raise?enough money from asset sales to pay off the balance, E= +nron?spokesman Mark Palmer said. Palmer said ``maybe, maybe not'' when?aske= +d if the partnerships will generate enough cash.?? ``The concern now is= +n't just with the LJM partnership, it's?more with the other partnerships, s= +uch as Osprey and Marlin,''?said A.G. Edwards analyst Mike Heim, who has a = +``hold'' rating on?Enron and owns no shares.?? High L= +evel Departures?? Enron has lost several senior executives in the past = +two?years. CEO Skilling resigned in August after seven months on the?job, c= +iting personal reasons and frustration with declines in the?company's stock= + price. Enron Corp. Vice Chairman Joseph W. Sutton?left the company in Nove= +mber as the company switched its focus?from developing assets to energy and= + commodity trading.?? Rebecca Mark, one of the highest-ranking women in= + U.S.?business, quit August 2000 as chairman and chief executive of?Azurix = +Corp., a water company formed by Enron Corp. Mark also?resigned from Enron'= +s board.?? Azurix was a money-losing investment. Enron sold shares in?t= +he water company to the public that it later had to buy back.??--Russell Hu= +bbard in the Princeton newsroom at 609-750-4651??" +"arnold-j/deleted_items/485.","Message-ID: <20017162.1075852707374.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 16:06:57 -0700 (PDT) +From: no.address@enron.com +Subject: Enron Net Works and Enron Global Strategic Sourcing announce new + procedure for using 800-97-Enron telephone number +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Derryl Cleaveland.@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +As you know, Enron Net Works (ENW) and Enron Global Strategic Sourcing (GSS) recently executed a two-year agreement, whereby MCI WorldCom would serve as Enron's primary telecommunications provider. In our previous communication, we indicated that we would provide you with more detailed information as it became available. + +Beginning Friday, October 26, 2001 at 9 a.m. C.S.T, the procedure for calling Enron's Houston offices from international locations, excluding Canada, using the 800-97-Enron phone number will change. The new procedure is as follows: + +1. Please dial the WorldPhone International Access number for the country where you are located (country access code), which is available on the attached wallet card, accessible through the following link: http://home.enron.com:84/messaging/mciannouncement.doc. +2. You will then be prompted for your PIN number. Since calling cards and pin numbers are not required to use this service, all users should respond by dialing 1-800-97-ENRON or 1-800-973-6766. +3. You will then be asked to enter your destination. Please dial 0-800-97-Enron (800-973-6766) to reach Enron's corporate offices in Houston. + +This procedure can only be used to call 800-97-Enron from WorldPhone International locations. If you are calling from the U. S. or Canada, please continue to dial 1-800-97-ENRON. + +If you have questions regarding commercial aspects of this agreement, please feel free to contact Tom Moore, GSS senior contract manager at 713-345-5552. For technical issues, please contact Hasan Imam, ENW IT manager at 713-345-8525. + " +"arnold-j/deleted_items/489.","Message-ID: <2570836.1075852707500.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 06:18:13 -0700 (PDT) +From: swl@winelibrary.com +To: jarnold@enron.com +Subject: Our BIGGEST Sale ever + Sassicaia, Snowden & more!! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Wine Library"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +To Place an order . . . +PLEASE CALL 973-376-0005 ask for Order Dept.www.winelibrary.com +or e-mail us at swl@winelibrary.com +The countdown to our Customer Appreciation Sale is on!!! - On Friday, October 25th at 11 AM, Wine Library.com will launch it's biggest Customer Appreciation Sale in history, slashing prices from 25-50%!!!! In an effort to make room for inventory this holiday season, we are dramatically cutting prices on some extraordinary wine from around the world. The sale will begin on our website, www.winelibrary.com, at 11 AM. Look for the banner on the front of the home page, click and start saving! +Key points +-Starts tomorrow @ 11 am on the website +-If you are coming to the store look for the yellow sale tags +-Remember, if you are coming to the store on Saturday, there is plenty of parking available in our new, expanded parking lot!!! (You can park in the old Burger King parking lot!) +-Many items are down to just a few bottles, so when you order a case don't be surprised if we only have 8 bottles +-The sale will last only a few weeks, until we clear inventory +*************************** +1. #16309 - Sassicaia 1998 - $139.99 On Sale +95 Points - Wine Spectator +""Lovely, subtle yet complex aromas of rants, sage and green olives lead to a full-bodied red with a solid core of fruit and well-integrated tannins. Still very reserved on the finish, but those who are patient should be rewarded. Cabernet Sauvignon and Cabernet Franc. Best after 2005""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +2. #16193 - Snowden 1997 Cabernet Sauvignon - $59.99 On Sale +93 Points - Wine Spectator +""A dark, rich and firmly tannic mouthful of currant, anise, cedar, tar and herbal flavors, this deeply concentrated Cabernet is one for the cellar. An immense wine that reminds me of a barrel sample; patience required. Best from 2004 through 2010. ""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +3. #11408 - I Giusti & Zanza 1999 Belcore- $24.99 (Only $19.99 when you buy a case) +91 Points - Robert Parker +""The 1999 Belcore is a 3,000 plus-case cuvee of 90% Sangiovese and 10% Merlot aged in large, 300 liter barrels. Its dense purple color is followed by a sexy, open-knit nose offering explosive aromas of pain grille, blackberry, and cherry liqueur intermixed with currants. Spicy, fleshy, full-bodied, rope, and seductive, it will drink well for 5-6 years.""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +4. #16394 - Sportoletti 1998 Bianco - $29.99 (Only $23.99 when you buy a case) +93+ Points - Gary Vaynerchuk - Wine Library +""This may be the best effort for an Italian white wine I have had in a long,long time.The complexity that this wine shows is almost stunning. If you enjoy great White Burgundies then this is your Italian counterpart ! This wine is also straw colored with crisp apple and lemon aromas. Medium bodied with fresh acidity, finishes with hints of vanilla.A blend of Grechetto & Chardonnay this is the white version to the Rosso that just scored 96 points Robert Parker.Have your own tasting notes? Post your own review of this wine on Wine Library.com! +5. #11885 - Paul Jaboulet 1999 Hermitage ""La Chapelle"" - $96.99 On Sale +93-95 Points - Stephen Tanzer +""Saturated medium ruby. Deep, highly concentrated aroma of black fruits, bitter chocolate, shoe polish and humus. Thick but bright on entry, then quite full and consistent through to the very long whiplash of a finish. Really stuffed with fruit, and beautifully balanced. Dense flavors of cassis, violet, bitter chocolate and Cuban tobacco. Substantial ripe tannins are thoroughly buffered by the wine fat. A great showing today. Jaboulet used helicopters to dry the fruit after the showers, then picked quickly."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +6. #16407 - Le Corti 1998 Don Tommaso Chianti - $21.99 (Only $17.59 when you buy a case) +91 Points - Wine Spectator +""Intense aromas of berries, cherries and tobacco. Full-bodied, with loads of fruit, velvety tannins and a long, flavorful finish. Drink now through 2006."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +7. #11121 - La Viarte 1999 Pinot Grigio - $13.99 On Sale +91 Points - Wine Library +This is the best Pinot Grigio we have ever tasted, period ! The La Viarte is the most interesting Pinot Grigio this staff has ever tasted, big massive ripe fruit and soft complex fruit flavors dominate the wines inner core.La Viarte is also a wine that can be drank with food or by itself.If you are a fan of complex white wines this is for you !!!!!Have your own tasting notes? Post your own review of this wine on Wine Library.com! +8. #15581 - Terriccio Tassinaia 1997 - $47.99 On Sale +92 Points - Wine Library +Massive fruit and complexity on the finish is the 2 key components to this wine. 1997 as many of you know is one of the greatest vintages in Italian red wine history. Terriccio is a great producer of wines and the Tassinaia is a great example of the quality of the vintage. If you are looking for that last great 1997, this is it !Have your own tasting notes? Post your own review of this wine on Wine Library.com! " +"arnold-j/deleted_items/49.","Message-ID: <22981032.1075852689848.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 18:45:35 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Move Request Submission +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ina.rangel@enron.com@ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + Move Request number 9770 has been submitted to the move team for processing. + + " +"arnold-j/deleted_items/490.","Message-ID: <23497192.1075852707523.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 08:51:29 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +You sold 700 TAS futures with floor broker Paribas...I gave them up to EDF MAN #5055 + +You bought 200 LD Swaps @ tonight's SP from CMS +You bought 700 LD Swaps @ tonight's SP from Engage Canada + + +Thanks." +"arnold-j/deleted_items/491.","Message-ID: <15204060.1075852707548.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 21:54:55 -0700 (PDT) +From: no.address@enron.com +Subject: Important Announcement Regarding Document Preservation +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Jim Derrick@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +As you know, Enron, its directors, and certain current and former officers are defendants in litigation in Federal and State court involving the LJM partnerships. + +Enron has employed counsel and they will represent Enron and its interests in the litigation. + +Under the Private Securities Litigation Reform Act, we are required to preserve documents that might be used in the litigation. + +Accordingly, our normal document destruction policies are suspended immediately and shall remain suspended until further notice. + +Please retain all documents (which include handwritten notes, recordings, e-mails, and any other method of information recording) that in any way relate to the Company's related party transactions with LJM 1 and LJM 2, including, but not limited to, the formation of these partnerships, any transactions or discussions with the partnerships or its agents, and Enron's accounting for these transactions. + +You should know that this document preservation requirement is a requirement of Federal law and you could be individually liable for civil and criminal penalties if you fail to follow these instructions. + +You should know that Enron will defend these lawsuits vigorously. In the meantime, you should not discuss matters related to the lawsuits with anyone other than the appropriate persons at Enron and its counsel. + +If you have any questions, please contact Jim Derrick at 713-853-5550. + +" +"arnold-j/deleted_items/492.","Message-ID: <17649989.1075852707583.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 21:43:45 -0700 (PDT) +From: no.address@enron.com +Subject: IMPORTANT-To All Domestic Employees who Participate in the Enron + Corp Savings Plan +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Corporate Benefits@ENRON +X-To: All Enron Employees United States Group@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +If you are a participant in the Enron Corp. Savings Plan, please read this very important message. + +We understand that you are concerned about the timing of the move to a new Savings Plan administrator and the restricted access to your investment funds during the upcoming transition period scheduled to take place beginning at 3:00PM CST on October 26 and ending at 8:00AM CST on November 20. + +We have been working with Hewitt and Northern Trust since July. We understand your concerns and are committed to making this transition period as short as possible without jeopardizing the reconciliation of both the Plan in total or your account in particular. + +Remember that the Enron Corp. Savings Plan is an investment vehicle for your long-term financial goals. The Enron plan will continue to offer a variety of investment opportunities with different levels of risk. + +As always, we advise you to review your overall investment strategy and carefully weigh the potential earnings of each investment choice against its risk before making investment decisions that are aligned with your long-term financial plans and your risk tolerance. + +For that reason, it is critical that ALL trades among your investment funds be completed by 3:00 PM CST Friday, October 26 before the transition period begins." +"arnold-j/deleted_items/493.","Message-ID: <22193996.1075852707608.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 21:13:24 -0700 (PDT) +From: no.address@enron.com +Subject: Upcoming Wellness Activities +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Wellness@ENRON +X-To: All Enron Downtown@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +CPR and First Aid Certification +CPR and First Aid certification is being offered on Thursday, November 15, 2001, from 1:30 p.m. - 5:30 p.m. in the Body Shop, Studio B. Cost is $10 for employees and EDS; $40 for contractors. To register or for more information contact mailto:wellness@enron.com. Registration deadline is Monday, November 12. + +Mammogram Screening +The M. D. Anderson Mobile Mammography van will be at Enron November 12-16, 2001, from 8 a.m. - 4 p.m. Cost is $25 for Enron employees, spouses, retirees and EDS; $85 for Contractors. Payment must be made by check or money order ONLY, payable to Enron Corp., and is due at time of service. NO CASH WILL BE ACCEPTED. Appointments can be made by calling 713-745-4000. For more information about M. D. Anderson's mobile mammography program: http://www.mdanderson.org/Departments/MobileMamm/dIndex.cfm?pn=29C87A2E-B66A-11D4-80FB00508B603A14. + +Please consider adding an extra $1 to the mammogram cost for The Rose. The Rose is a non-profit organization that provides mammograms to women without access to medical insurance. http://www.the-rose.org/. Other inquiries can be directed to: mailto:wellness@enron.com. " +"arnold-j/deleted_items/494.","Message-ID: <23438226.1075852707645.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 00:00:58 -0700 (PDT) +From: 407982.16792233.1@1.americanexpress.com +To: jarnold@ei.enron.com +Subject: Membership Rewards October Travel Update for JENNIFER + STEWART +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""Membership Rewards"" @ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +--------------------------------------------------------------------------------- +Special Offers for MEMBERSHIP REWARDS + Enrollees from American Express +October 25, 2001 + +--------------------------------------------------------------------------------- + +DESTINATION: HOME +Home is where the heart is. As a new year approaches there's no better +time to visit friends and loved ones. The MEMBERSHIP REWARDS program +from American Express can help get you there! You can easily redeem and +earn points for your next trip...just scroll down the page. + +----------------------------------------------------------------------------- +EUROPE-BOUND? TRANSFER Membership Rewards POINTS TO THE DELTA SKYMILES +PROGRAM NOW AND SAVE 10,000 MILES + +Visit your family and friends or see the old country with as little as +40,000 miles. Now through 3/14/02 SkyMiles members can save 10,000 +miles on a Coach/Economy SkySaver(TM) Award when traveling from North +America to Europe. This award is good for travel on Delta or +the Delta Connection carriers and is subject to capacity controls +pending seat availability and blackout dates. Please allow 2-5 +business days for MEMBERSHIP REWARDS points to be transferred into +your Delta SkyMiles account. All standard Delta program rules and +conditions apply. + +To transfer MEMBERSHIP REWARDS points to the Delta SkyMiles program, +copy and paste the following URL address into your browser: +http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940659 + +SkyMiles members: For more information about this and other awards: +visit delta.com or call Delta reservations at 1-800-323-2323. +To enroll in the SkyMiles program, visit delta.com or call 1-800-221-1212. + +----------------------------------------------------------------------------- +EARN UP TO 5,000 OnePass + BONUS MILES WHEN YOU PURCHASE A ROUNDTRIP +TICKET ON CONTINENTAL AIRLINES + + +Purchase a roundtrip BusinessFirst + ticket (J class of service) to +Europe, Japan or Hong Kong for travel between 11/1/01 and 1/31/02, +and you'll earn 5,000 bonus miles! Or, purchase an economy +class ticket (Y and H class of service) to any of these destinations +and you'll earn 2,500 bonus miles. 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To participate, register prior +to transferring points by calling 1-800-872-4738 and enter Bonus Request +Number 5363. Or, copy and paste the following URL address into your browser: +http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940662 + +----------------------------------------------------------------------------- +AMERICAN EXPRESS AND SOUTHWEST AIRLINES JOINING TOGETHER TO KEEP AMERICA +FLYING! + +American Express is proud to be a Preferred Partner with Southwest Airlines. +Enrollees have the opportunity to transfer 1,250 MEMBERSHIP REWARDS points for +one Rapid Rewards credit. With Rapid Rewards, Southwest's frequent flyer +program, it takes only 8 roundtrips (or 16 Rapid Rewards credits) within +12 consecutive months to earn a free, transferable Award Ticket! Plus, earn +double credit for each one-way trip or four credits for every roundtrip when +you purchase your ticket on www.southwest.com. + +To transfer MEMBERSHIP REWARDS points to the Rapid Rewards Program, copy +and paste the following URL address into your browser: +http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940663 + +If you are interested in receiving the latest news and information on +Southwest and Rapid Rewards, go to southwest.com to subscribe to the +Rapid Rewards email. + +You must present your Rapid Rewards membership card upon check-in. All +Rapid Rewards rules apply. + +----------------------------------------------------------------------------- +GO WORK, GO PLAY, GO USA! GREAT RATES FROM STARWOOD HOTELS & RESORTS + +See America with Starwood Hotels & Resorts! With over 300 unique +destinations, we've got you covered. 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To book online visit www.starwood.com/amsa +or call 877-782-0114 and be sure to ask for promotion code ""GO USA"". +To see terms and conditions, copy and paste the following URL address +into your browser: http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940664 + +To transfer MEMBERSHIP REWARDS points to your Starwood Preferred Guest +account, copy and paste the following URL address into your browser: +http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940665 + +----------------------------------------------------------------------------- +EARN 500 Membership Rewards BONUS POINTS AT HILTON HHONORS HOTELS + +Now through 8/31/02, MEMBERSHIP REWARDS enrollees who are also +Hilton HHonors members can Double Dip + and earn both HHonors points and +MEMBERSHIP REWARDS bonus points per stay. Earn 500 MEMBERSHIP REWARDS bonus +points at U.S. HHonors hotels, including Hilton +, Conrad +, Doubletree +, +Embassy Suites Hotels +, Hilton Garden Inn + and Homewood Suites + by +Hilton. Earn 100 MEMBERSHIP REWARDS bonus points per stay at Hampton Inn + +and Hampton Inn & Suites + hotels. + +For complete details, terms & conditions and to enroll in Hilton HHonors, +visit www.hiltonhhonors.com/mr + +----------------------------------------------------------------------------- +EARN FREE WEEKEND NIGHTS WITH MARRIOTT'S REWARDING WEEKENDS + +Visit your family, get away for a weekend or go on a sightseeing trip - +and earn a free weekend night for every 3 paid weekend nights you stay! +Valid now until 12/23/01. As always, MEMBERSHIP REWARDS +points can be exchanged into Marriott Rewards + points to redeem for a +free stay! + +To learn more, copy and paste the following URL address into your browser: +http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940666 + +----------------------------------------------------------------------------- +VENTURE BY CAR WITH AS LITTLE AS 5,000 POINTS! + +The MEMBERSHIP REWARDS program makes it easy to drive away with great +rewards with our car rental partners. Why spend money on a car rental +when you can redeem for a $50 certificate with just 5,000 points! +Choose from the most popular car rental companies in the country -- +Hertz, Avis, Budget Rent A Car or National Car Rental -- then hit the +road! + +To redeem points for a car rental certificate, copy and paste the following URL +into your browser: +http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940667 + +----------------------------------------------------------------------------- +If you were sent this e-mail in error or you wish to unsubscribe to this +newsletter, please use this address in your communication to us. If +you do not want to receive this monthly publication, please click +the reply button and type the word ""remove"" in the subject line of +your response. This option will not affect any preferences you may +have previously expressed with respect to other American Express +e-mails. Please visit the American Express Privacy Statement at +http://tm0.com/sbct.cgi?s=16792233&i=407982&d=1940668 to set, +review or change preferences regarding the type of e-mail offers +you want to receive. + +--------------------------------------------------------------------------------- + +? 2001 American Express" +"arnold-j/deleted_items/497.","Message-ID: <25598713.1075852707740.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:13:56 -0700 (PDT) +From: citibank@info.citibankcards.com +To: jarnold@ees.enron.com +Subject: If You Had Only Known Money Management Were This Easy... +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""Citibank"" @EES +X-To: jarnold@ees.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09[IMAGE]=09 + =09 =09 +Financial Solutions image=09Financial Solutions Your =09 + + +[IMAGE]=09[IMAGE]=09[IMAGE]=09[IMAGE]=09[IMAGE]=09 +[IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Savings= + & Investment [IMAGE] Tax-deferred college savings [IMAGE] [IMAGE] [IMAG= +E] Generate college funds [IMAGE] [IMAGE] [IMAGE] Invest online [IMAGE]= + [IMAGE] [IMAGE] Expert investing advice [IMAGE] [IMAGE] Loans & Mon= +ey Management [IMAGE] Find the right mortgage [IMAGE] [IMAGE] [IMAGE] Ho= +me Equity Loans [IMAGE] [IMAGE] [IMAGE] Bank Online [IMAGE] [IMAGE] [= +IMAGE] Email money with c2it [IMAGE] [IMAGE] [IMAGE] See all accounts on= +line [IMAGE] [IMAGE] Insurance & Protection [IMAGE] Travelers Term Lif= +e Insurance [IMAGE] [IMAGE] [IMAGE] Travelers Home Owners Insurance [IM= +AGE] [IMAGE] [IMAGE] Travelers Auto Insurance [IMAGE] [IMAGE] [IMAGE] = +ID Fraud Expense Coverage [IMAGE] [IMAGE] [IMAGE] Protect your credit [= +IMAGE] [IMAGE] [IMAGE] Purchase protection [IMAGE] [IMAGE] [IMAGE] The= +ft alert service [IMAGE] [IMAGE] [IMAGE] [IMAGE] =09 =09 [IMAGE] [IMA= +GE] Your needs are complex. Getting the answer is simpler Your needs are c= +omplex.Getting the answer is simpler. [IMAGE] [IMAGE] Dear Jennifer, No m= +atter what life throws your way, handle it with the new Citibank Financial = +Solutions page . Looking to buy a car? We all know it's not as simple as w= +alking into a showroom and handing over our money. Use our award-winning Au= +to Financing Calculators , and we'll walk you through the key decisions you= + must make, such as: [IMAGE] [IMAGE] ? Which is a better buy for you ? ne= +w or used? [IMAGE] [IMAGE] ? Should you buy or lease? [IMAGE] [IMAGE] ? S= +hould you use an auto loan or a home equity loan? [IMAGE] [IMAGE] If you d= +etermine a home equity loan better fits your needs, you can find out how mu= +ch equity you've built with our Home Equity Planner . Finally, we've even m= +ade it easy to apply for your home equity loan online . These are just a f= +ew of the solutions you have easy access to as a Citibank cardmember. You'l= +l also find a variety of insurance and fraud-protection products, loans, an= +d tools for help with savings, investment, and money management. Get answer= +s to your financial questions with the help of over 100 award-winning calcu= +lators; and take advantage of our growing library of articles, news, and ad= +vice for expert tips and financial trends. It's all right here ? visit the = +new Financial Solutions page now . =09 =09 [IMAGE] [IMAGE] [IMAGE] [IMAGE]= + [IMAGE] [IMAGE] [IMAGE] Tools,tips, and more image [IMAGE] Calculator= + Choose from over 100 calculators to answer questions on financing, insu= +rance, investments and more. [IMAGE] Tools Use our debt consolidat= +ion or home equity planners to get your finances in order. [IMAGE] Ar= +ticles Visit our growing library of articles for expert advice, industry= + trends, and money management tips. [IMAGE] [IMAGE] [IMAGE] =09 +=09=09=09=09[IMAGE]=09 +=09=09=09=09[IMAGE]=09 +=09=09=09=09[IMAGE]=09 +=09=09=09=09 If you have difficulty linking to any of the above URLs, simpl= +y cut and paste this URL into your browser: http://info.citibankcards.com/c= +gi-bin/gx.cgi/mcp?p=3D037jg038JG4Iups012000mwDA4wD7h Notice: If you do not= + wish to receive future email updates about the exciting offers and service= +s available to you as a Citibank cardmember, go to: unsubscribe This mess= +age is for information purposes only. Please understand that we cannot res= +pond to individual messages through this email address. It is not secure an= +d should not be used for credit card account related questions. For credit= + card account related questions, sign-on to Cardmember Central and use the= + Write to Customer Care feature under the Help/Contact Us menu. ? 2001 Cit= +ibank (South Dakota), N.A. Member FDIC All rights reserved. Citi and Citiba= +nk are registered service marks of Citicorp. =09 + +[IMAGE]" +"arnold-j/deleted_items/498.","Message-ID: <2642749.1075852707808.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 05:19:06 -0700 (PDT) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-26-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-26-01 Nat Gas.doc " +"arnold-j/deleted_items/499.","Message-ID: <24184946.1075852707832.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 05:32:37 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as hot links 10/26 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude20.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas20.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil20.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded20.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG20.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG20.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL20.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/5.","Message-ID: <2431811.1075852688373.JavaMail.evans@thyme> +Date: Wed, 3 Oct 2001 10:52:00 -0700 (PDT) +From: ina.rangel@enron.com +To: alexandra.villarreal@enron.com, d..hogan@enron.com, kimberly.bates@enron.com, + jessica.presas@enron.com, laura.vuittonet@enron.com, + becky.young@enron.com, amanda.huble@enron.com, + michael.salinas@enron.com +Subject: Move Date +Cc: s..shively@enron.com, laura.luce@enron.com, scott.neal@enron.com, + w..vickers@enron.com, john.arnold@enron.com, craig.breslau@enron.com, + fred.lagrasta@enron.com, a..martin@enron.com, mike.grigsby@enron.com, + brian.redmond@enron.com, chris.gaskill@enron.com, + barry.tycholiz@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: s..shively@enron.com, laura.luce@enron.com, scott.neal@enron.com, + w..vickers@enron.com, john.arnold@enron.com, craig.breslau@enron.com, + fred.lagrasta@enron.com, a..martin@enron.com, mike.grigsby@enron.com, + brian.redmond@enron.com, chris.gaskill@enron.com, + barry.tycholiz@enron.com +X-From: Rangel, Ina +X-To: Villarreal, Alexandra , Hogan, Irena D. , Bates, Kimberly , Presas, Jessica , Vuittonet, Laura , Young, Becky , Huble, Amanda , Salinas, Michael +X-cc: Shively, Hunter S. , Luce, Laura , Neal, Scott , Vickers, Frank W. , Arnold, John , Breslau, Craig , Lagrasta, Fred , Martin, Thomas A. , Grigsby, Mike , Redmond, Brian , Gaskill, Chris , Tycholiz, Barry +X-bcc: Quezada, Daniel , Panos, Jason , Hardy, Kimberly , Hernandez, Jesus A +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Our move date is set for Friday, 11/9/01. At this time they will be moving the gas trading group to the 6th floor and the gas operations group to the 5th floor. They will follow with the power groups on the following Friday, 11/16/01. + +Assistants: Please be ready to submit a churn on this Friday 10/5/01 for your individual groups (I will let you know if this changes and once I am certain of the seat numbers for your groups, I will give them to you). I will also need to give you your mail stop locations at the new building, which I am working on now with the mailroom. In the meantime, from now till we move, please start cleaning up your areas and your groups areas and discarding anything that isn't needed. It has been requested that only 6 boxes per person be moved because space is limited. So we need to decide what can be sent to archives. I will send you some forms for this. Please come to me with any questions. + +Deskheads: Unless, there is any changes from the office of the chair, I will set up a meeting with each one of you on Thursday to make sure you have no changes to your seating. Once the churn is submitted there can not be any changes other than new additions to the group or deletions from the group. This is to prevent there being any mixups when installing equipment at the new building. + + + +-Ina Rangel" +"arnold-j/deleted_items/50.","Message-ID: <30708703.1075852689871.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 16:45:49 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/05/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/05/2001 is now available for viewing on the website." +"arnold-j/deleted_items/500.","Message-ID: <31566976.1075852707855.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 05:17:42 -0700 (PDT) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: daily charts and matrices as hot links 10/26 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude20.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas20.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil20.pdf + +Unleaded chart to follow. + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG20.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG20.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL20.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/501.","Message-ID: <17044415.1075852707879.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 18:50:46 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/25/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/25/2001 is now available for viewing on the website." +"arnold-j/deleted_items/502.","Message-ID: <11309659.1075852707902.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 16:39:06 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/25/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/25/2001 is now available for viewing on the website." +"arnold-j/deleted_items/503.","Message-ID: <29146820.1075852707925.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 08:43:16 -0700 (PDT) +From: veronica.gonzalez@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Gonzalez, Veronica +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, +Thank you. + +Veronica + + -----Original Message----- +From: Arnold, John +Sent: Friday, October 26, 2001 8:47 AM +To: Gonzalez, Veronica +Subject: + +Veronica: +Deutsche Bank asked me to ask you to call their maintenance margin person, John Jones, at 212 469 6773. I think they are trying to margin us. +John" +"arnold-j/deleted_items/504.","Message-ID: <9459341.1075852707948.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 08:42:10 -0700 (PDT) +From: melissa.ginocchio@idrc.org +To: idrc.houston.chapter@mailman.enron.com +Subject: Nov 6th meeting @ 8:30 a.m. +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Melissa Ginocchio @ENRON +X-To: IDRC.Houston.Chapter@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Sorry for the confusion. The meeting on November the 6th will be +at 8:30 a.m. Please see the attachment for more information. +Thank you. + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: lastNov 6th2001 announcement formatted2.doc + Date: 26 Oct 2001, 10:08 + Size: 31232 bytes. + Type: Unknown + + - lastNov 6th2001 announcement formatted2.doc " +"arnold-j/deleted_items/505.","Message-ID: <2245445.1075852707971.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 07:51:25 -0700 (PDT) +From: melissa.ginocchio@idrc.org +To: idrc.houston.chapter@mailman.enron.com +Subject: IDRC/NACORE Nov 6th Event +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Melissa Ginocchio @ENRON +X-To: IDRC.Houston.Chapter@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +IDRC and NACORE would like to invite you to their November 6th, +2001 meeting at the Doubletree Post Oak. The program theme will +be ""Emergency Preparedness"" and will begin at 8:30 p.m. Please +see you attachment for your invitation and more information on +location, agenda, panel and registration. Thank you and we hope +to see you their. + + +The following section of this message contains a file attachment +prepared for transmission using the Internet MIME message format. +If you are using Pegasus Mail, or any another MIME-compliant system, +you should be able to save it or view it from within your mailer. +If you cannot, please ask your system administrator for assistance. + + ---- File information ----------- + File: lastNov 6th2001 announcement formatted2.doc + Date: 26 Oct 2001, 10:08 + Size: 31232 bytes. + Type: Unknown + + - lastNov 6th2001 announcement formatted2.doc " +"arnold-j/deleted_items/506.","Message-ID: <24013089.1075852708001.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 09:30:28 -0700 (PDT) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,501.71[I= +MAGE]38.810.41% NASDAQ1,772.86[IMAGE]2.61-0.14% S?5001,102.77[IMAGE]2.680.2= +4% 30 Yr53.05[IMAGE]0.170.32% Russell437.52[IMAGE]1.560.35%- - - - - MORE = +[IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] [IM= +AGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/26 New Home S= +ales 10/26 Treasury Budget 10/30 Consumer Confidence 10/31 Chain Deflator-A= +dv. 10/31 GDP-Adv. - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAGE]Qcharts= + =09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 What the superior man seeks is i= +n himself. What the inferior man seeks is in others: Confucius =09[IMAGE= +]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/26/2001 12:28 = +ET Symbol Last Change % Chg [IMAGE] ECOM2.55[IMAGE]1.0570.00%[IMAGE] AVN= +T10.65[IMAGE]3.5149.15%[IMAGE] ORCC2.25[IMAGE]0.6238.03%[IMAGE] PTN2.75[IMA= +GE]0.5927.31%[IMAGE] DGIN16.73[IMAGE]4.4336.01%[IMAGE] OVER24.18[IMAGE]5.13= +26.92%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. o= +therwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of th= +e Day! Q. Matt Campbell writes, ""I recently received a 401K dispursement fr= +om my previous employer. Is there any way for me to avoid the 10% penalty f= +or early dispursement?""If you just received a dispursement from your 401(k)= + plan as a result of your leaving........ MORE [IMAGE] Do you have a finan= +cial question? Ask our editor - - - - - VIEW Archive [IMAGE] [IMAGE] = +[IMAGE]=09 =09=09=09=09[IMAGE] [IMAGE] Market Outlook Bear Up Unde= +r Pressure By:Adam Martin Stocks are mixed as we get the afternoon rollin= +g. Both indexes have been searching for direction through most of the sess= +ion as conflicting forces have Wall Street in a tizzy, but the DJIA seems t= +o have some solid gains. Upward pressure was provided by an uptick in cons= +umer confidence in October, the last bastion of strength in a dragging econ= +omy. Weakness in consumer spending could have seriously hurt Wall Street a= +s the indexes have risen to their highest levels since September 11th. That= + welcome bit of news had stocks in positive territory, but stocks have fall= +en again. Among downward pressures on the market are weak earnings from th= +e likes of JDS Uniphase, and tepid earnings from other companies. New home= + sales are down, as well, although not as deeply as analysts expected. The= +re's also likely to be some profit taking today to close out a strong week,= + and as always, in the back of traders minds are the threats of ongoing bio= +terrorism and the cost of continuing attacks on Afghanistan. - - - - - MOR= +E Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Friday The Wisdom of Don Carnage C= +arnage on the real price of petty theft, roller coasters, and self help aut= +hors, help thyselves! [IMAGE] [IMAGE]=09 =09 [IMAGE] Stocks to Wat= +ch Baker Hughes (NYSE:BHI) Q3 earnings more than double Baker Hughes In= +c, the world's third-biggest oilfield services company, said on Friday its = +third-quarter net earnings more than doubled despite lower crude oil and na= +tural gas prices. Duane Reade third-quarter earnings rise 3 percent Duane = +Reade Inc. (NYSE:DRD), a drugstore chain with a large number of stores in = +New York, on Friday said its third-quarter profits rose just 3 percent as t= +he Sept. 11 attacks disrupted business and hurt sales growth of consumables= + such as cosmetics and snacks. Lockheed 3rd-quarter net rises Lockheed Mar= +tin Corp. (NYSE:LMT), the nation's largest defense contractor, on Friday po= +sted a rise in third-quarter earnings, excluding special items, as cost con= +trols kicked in and sales rose. JDS Uniphase Posts $1.2B Loss JDS Uniphase= + Corp.'s first-quarter loss grew 20 percent as the optical networking equip= +ment maker continued to struggle through the economic slowdown. Amgen thir= +d-quarter earnings rise 5 percent Amgen Inc. (NASDAQ:AMGN), the world's l= +argest biotechnology company, said on Thursday its net income rose 5 percen= +t in the third quarter, excluding a year-ago gain, driven by single-digit s= +ales growth for its anemia and immunity-boosting drugs. - - - - - MORE Bre= +aking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News ECOM News ECOMETRY CORP FI= +LES FORM DEFA14A (*US:ECOM) EDGAR Online: 10/26/2001 08:10 ET Ecometry acc= +epts management buyout at $2.70/share Reuters: 10/25/2001 18:00 ET Ecometr= +y Corporation Announces Management Buyout BusinessWire: 10/25/2001 17:30 E= +T - - - - - MORE [IMAGE] AVNT News A bubble is building in small, obscure= + tech stocks Reuters: 10/26/2001 10:57 ET Silicon Valley Research Announce= +s Avant! Corporation Does Not Make Motion To Dismiss All of SVR's Claims in= + Lawsuit PR Newswire: 10/26/2001 09:32 ET Avant! Reports Record Revenue fo= +r Third Quarter - Revenue Surpasses $100 Million PR Newswire: 10/25/2001 1= +6:03 ET - - - - - MORE [IMAGE] ORCC News Online Resources Wins Deloitte &= + Touche 'Fast 50' Award; Banking Technology Leader Among Fastest Growth Tec= +hnology Companies in Virginia BusinessWire: 10/25/2001 09:19 ET Online Res= +ources Reports Strong Third Quarter Results; EPS Beats Consensus Expectatio= +ns by 14 Percent BusinessWire: 10/24/2001 16:14 ET Online Resources Conver= +ts Portion of Convertible Debt; Company Confirms Earnings Guidance for Thir= +d Quarter of 2002; Sets Earnings Release Date BusinessWire: 10/02/2001 08:= +27 ET - - - - - MORE [IMAGE] PTN News Palatin Technologies' PT-141 Incre= +ases Sexual Behavior in Female Animals BusinessWire: 10/26/2001 07:33 ET P= +alatin Technologies Reports Fourth Quarter, Year End 2001 Results Busines= +sWire: 10/01/2001 07:49 ET Palatin Enters Research Agreement With Serono t= +o Generate Compounds Using Palatin's MIDAS Drug Design Technology Busines= +sWire: 10/01/2001 07:39 ET - - - - - MORE [IMAGE] DGIN News Digitial Insi= +ght reports Q3 EBITDA profitability Reuters: 10/25/2001 17:30 ET Digital I= +nsight Reports Record Third Quarter Results; Leading eFinance Enabler Annou= +nces EBITDA Profitability, Exceeds Consensus EPS PR Newswire: 10/25/2001 1= +6:14 ET Digital Insight Announces AXIS DeskTopLender PR Newswire: 10/18/20= +01 04:56 ET - - - - - MORE [IMAGE] OVER News After The Bell - Techs hold = +gains after rally Reuters: 10/25/2001 18:14 ET UPDATE 1-Overture reports Q= +3 profit above estimates Reuters: 10/25/2001 17:27 ET Overture reports Q3 = +profit Reuters: 10/25/2001 16:19 ET - - - - - MORE [IMAGE] [IMAGE]=09= + =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/507.","Message-ID: <28846477.1075852708120.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 10:41:54 -0700 (PDT) +From: starwood@spg.0mm.com +To: jarnold@ei.enron.com +Subject: There's Still Time to See America at Great, Low Weekend Rates! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Starwood Preferred Guest @ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +=09=09=09[IMAGE]=09=09 +=09=09=09=09[IMAGE]=09 +[IMAGE]=09[IMAGE][IMAGE] Go Work Go PlayGo USA Click here to book online= + today From sea to shining sea, with over 300 unique destinations, we'v= +e got you covered. There's still time to See America with Starwood Hotels = +& Resorts. Stay at Westin +, Sheraton +, Four Points + by Sheraton, St.Regis +, The Luxury Collection + and W hotels + and take advantage of $49 to $179 weekend rates (Thurs-Sun) and savin= +gs of up to 40% on weekday rates (Mon-Wed) from now until January 27, 2002= +. Book at www.starwood.com to take advantage of these and other special = +rates and earn 500 bonus Starpoints with every online booking or call 1 87= +7-782-0114 and mention promotion code GOUSA. Please note, the promotion co= +de is not required for online booking. Visit starwood.com and book now. = + Terms & Conditions Offer is valid at participating hotels only. The St. = +Regis New York and St. Regis Club at the Essex House in New York and Hawai= +i hotels do not participate in this promotion. When reserving by phone, c= +all 1-877-782-0114, for weekend promotion you must request promotion code G= +O USA. Weekend rates are for single or double occupancy per night and are = +available Thursday-Sunday only with a Friday and/or Saturday night stay re= +quired from 10/5/01-1/27/02. Weekend reservations must be made between 10/5= +/01-1/27/02. A limited number of rooms may be available at these rates. Not= + to be combined with other offers. Weekday savings of up to 40% are based o= +n comparisons of rates quoted for select dates and locations midweek (Mon-W= +ed) from 10/5/00-1/27/01. Percentages may vary by market. Rates are subject= + to availability based on occupancy. Blackout dates may apply at some prope= +rties. Advance reservations are required. All rates are quoted in U.S. Doll= +ars. Rates are based on standard room type, and do not include taxes, gratu= +ities, or additional charges. Additional temporary energy charge plus appli= +cable tax per room/per night may apply. Offer is not available to groups. C= +hildren under 17 stay free in parent's room, using existing bedding. Certai= +n restrictions apply. See Web site for details. Starwood Hotels & Resorts i= +s not responsible for typographical errors. For Starwood Preferred Gues= +t members: room upgrade to a Preferred room based on availability at check= +-in. 4pm checkout is subject to availability at resorts. ? 2001 Starwood= + Hotels & Resorts Worldwide, Inc. If you would like to receive future e-= +mails in text-only format, click here . You are subscribed as: jarnold@ei.= +enron.com If you would like your e-mail to be sent to a different address= +, please click here . Click here to review the Starwood Hotels & Resorts = +Worldwide, Inc. privacy policy statement. You have received this email fr= +om Starwood Hotels & Resorts Worldwide, Inc. If you prefer not to receive f= +uture promotional mailings from Starwood Hotels & Resorts Worldwide, Inc., = +please click here . It may take up to 10 business days to completely remov= +e you from our e-mail list. There is a slight chance that you may receive = +e-mail from us within that time. =09 + + + [IMAGE] ?2001 Starwood Hotels & Resorts Worldwide, Inc. =09 +[IMAGE] =09 + =09 + +[IMAGE]" +"arnold-j/deleted_items/508.","Message-ID: <28312193.1075852708186.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 12:50:44 -0700 (PDT) +From: info@winebid.com +To: october2001@lists.winebid.com +Subject: Rare Petrus and Turley at winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: October2001 +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Welcome to winebid.com's newest auction, which includes a special auction of +rare wines from Turley Wine Cellars. Both auctions begin closing Sunday, +Nov. 4, at 9 p.m. U.S. Eastern Time. + +Turley Wine Cellars makes some of California's most admired wines and we are +pleased to offer new releases and library wines from 1994 - 1998, including +never-before-released magnums. We have Petite Syrah, Zinfandel and 1998 +Alban Vineyard Roussanne, a new release made of 100 percent Alban Vineyard +fruit. +Find them here: http://www.winebid.com/home/spotlight1.shtml + +If a king-sized bottle of wine fit for a king is what you're looking for, +find the Imperial of Petrus 1982 offered here. It's part of a stunning +collection of wines from California, France and Australia, most of which +earned at least 95 points from critics. Included are many vintages of Petrus +from 1971-1997, including Petrus 1990, a Parker perfect 100-point wine. +Other Parker 100s offered are Lafite- Rothschild 1982 and Bryant Family +Vineyard Cab 1997. +Find them here: http://www.winebid.com/home/spotlight4.shtml + +Tuscans are hot. Find them here from the extraordinary 1997 vintage, along +with stars from the Piedmont. This collection of top-ranked Italian 1997 +vino rosso includes magnums and doubles of such hedonistic reds as Solaia +(P. Antinori), which Wine Spectator rated 98 points and named the #1 of the +Top 100 wines of 2000. +Find them here: http://www.winebid.com/home/spotlight2.shtml + +Petrus. Lynch-Bages. Figeac. Talbot. Haut-Bailly. Palmer. We offer these +Bordeaux from the 1982 vintage, which makes them outstanding wines from an +outstanding vintage. Robert M. Parker Jr. awarded the Petrus 98 points, and +called it ""a colossal wine."" And about the Talbot, Parker wrote that he +couldn't recall ""a more satisfying or complex Talbot than the 1982."" +Find them here: http://www.winebid.com/home/spotlight3.shtml + +A special note: Beginning Sunday, Oct. 28, winebid.com will host a special +two-week benefit auction for Family Winemakers of California, an association +of 490 wineries and wine-related businesses. All proceeds go to Family +Winemakers, an important voice in the California wine industry. The wine on +offer comes from member wineries from Araujo and Arrowood to Shafer and +Turley Wine Cellars. Along with many magnums, there also are 3, 5 and 6 +liter bottles. The auction previews the association's 11th annual tasting +event, called Tasting 2001, to be held Nov. 13 at Fort Mason in San +Francisco. + +If you click on a link in this email and it doesn't open properly in your +browser, try copying and pasting the link directly into your browser's +address or location field. + +Forget your password?: +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml +" +"arnold-j/deleted_items/509.","Message-ID: <7644324.1075852708209.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 12:21:03 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Your point was well taken with regards to the current situation over there. I hope you understand that my mind is always thinking in terms of how to make a trade out of a need.... i.e. swap to futures then its evolution to TAS...etc. + +I had no prior knowledge of how credit issues were resolved by counterparties...and didn't mean to circumvent the process. + + + + " +"arnold-j/deleted_items/51.","Message-ID: <20453231.1075852689894.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 15:30:39 -0700 (PDT) +From: errol.mclaughlin@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - PROPT P/L - 10/05/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: McLaughlin Jr., Errol +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - PROPT P/L , published as of 10/05/2001 is now available for viewing on the website." +"arnold-j/deleted_items/510.","Message-ID: <31804113.1075852708236.JavaMail.evans@thyme> +Date: Sat, 27 Oct 2001 05:05:02 -0700 (PDT) +From: infousa9596@eudoramail.com +To: undisclosed.recipients@mailman.enron.com +Subject: Pay to much for leads??? 18590 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: infousa9596@eudoramail.com@ENRON +X-To: Undisclosed.Recipients@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +The Ultimate Traditional & Internet Marketing Tool, Introducing the ""MasterDisc 2002"" version 4.00, now released its MASSIVE 11 disc set with over 150 Million database records (18 gigabytes) for companies, people, email, fax, phone and mailing addresses Worldwide! + +COMPLETE 11 DISC SET WILL BE SOLD FOR $499.00 PER DISC AFTER OCTOBER!!! + +We've slashed the price for 15 days only to get you hooked on our leads & data products. + +The first disc ver 4.00 (Contains a 1% sampling of all databases, all software titles, all demos, more then 20 million email addresses and many other resources) including unlimited usage is yours permanently for just $199.95 for your first disc (Normally $299.00) if you order today!!! Also huge discounts from 10%-50% off of data discs ver 4.01 to ver 4.10 + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +**** MASTERDISC 2002 CONTENTS **** + +We've gone out of our way to insure that this product is the finest of its kind available. Each CD (ver.4.01 to ver.4.10) contains approximately 1% of the 150 million records distributed with the following files, directories and databases: + +**411: USA white and yellow pages data records including the following states, and database record fields; + +Included States...(Alaska, Arizona, California, Colorado, Connecticut, Hawaii, Idaho, Illinois, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin, Wyoming) + +Included Fields...(ID, NAME, CONTACT, ADDRESS, CITY, STATE, ZIP, PHONE, TYPE, SIC1, SIC2, SIC3, SIC4, LATITUDE, LONGITUDE, POSTAL) + +#64,588,228 records + + + +**DISCREETLIST: Adult web site subscribers and adult webmasters email addresses. + +Subscribers (Email Address) #260,971 records + +Webmaster (Email Address) #18,104 records + + + +**DOCUMENTS: This directory contains very informative discussions about marketing and commercial email. + +Library: Online e-books related to marketing and commercial email +Reports: Useful reports and documents from various topics + +#7,209 Files + + +**EMAIL: This directory contains the email address lists broken down by groups such as domain, and more than one hundred categories into files with a maximum size of 100,000 records each for easy use. As well as several remove files that we suggest and highly recommend that you filter against all of your email lists. + +#31,414,838 records and #13,045,019 removes + + +**FORTUNE: This database contains primary contact data relating to fortune 500, fortune 1000, and millions more corporations sort able by company size and sales. The fields that are included are as follows; + +Fortune #1 +Included Fields...(ID, Company, Address, City, State, Zip, Phone, SIC, DUN, Sales, Employee, Contact, Title) + +#418,896 records + +Fortune #2 +Included Fields...(EMAIL, SIC CODE, Company, Phone, Fax, Street, City, ZIP, State, Country, First Name, Last Name) + +#2,019,442 records + + +**GENDERMAIL: Male and female email address lists that allow you target by gender with 99% accuracy. + +Male (Email Address) #13,131,440 records +Female (Email Address) #6,074,490 records + + +**MARKETMAKERS: Active online investors email addresses. Also information in reference to thousands of public companies symbols, and descriptions. + +#104,326 records + + +**MAXDISC: Online website owners, administrators, and technical contacts for website domain name owners of the "".com"", "".net"", and "".org"" sites. This database has information from about 25% of all registered domains with these extensions. + +MaxDisc_Canada_2.txt +Included Fields...(ID, Domain, Contact, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#74,550 records + +MaxDisc_City_State_Zip_1.txt +Included Fields...(ID, City, State, Zip) +#39,175 records + +MaxDisc_Country_Codes_1.txt +Included Fields...(ID, Country, Abv) +#253 records +MaxDisc_Email_Removes_1.txt +Included Fields...(ID, Email) +#163,834 records + +MaxDisc_Foreign_1.txt +Included Fields...(ID,Domain,Contact,Address1,Address2,Country) +#1,924,127 records + +MaxDisc_Foreign_2.zip +Included Fields...(ID, Domain, Company, Address, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,412,834 records + +MaxDisc_Meta_1.zip +Included Fields...(ID, Domain, Company, Address, City, State or Province, Zip, Country, First Name, Last Name, Email, Phone, Fax, Title, META Description, META Keywords, Body) +#293,225 records + +MaxDisc_Meta_2.zip +Included Fields...(ID, Domain, Email) +#188,768 records + +MaxDisc_Sic_Codes_1.zip +Included Fields...(Code, Description) +#11,629 records + +MaxDisc_USA_1.zip +Included Fields...(ID, Domain, Company, Contact, Address, City, State, Zip, Phone, Fax, Sic, Email) +#1,389,876 records + +MaxDisc_USA_2.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,998,891 records + +MaxDisc_USA_3.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,005,887 records + + + +**NEWSPAPERS: National directory of newspapers from small local papers to large metro news agencies. +Included Fields...(ID, Phone, Newspaper, City, State, Circulation, Frequency) +#9,277 records + + + +**PITBOSS: Avid Online casino and sports book players, and casino webmasters. + +Players Included Fields...(ID, FIRSTNAME, LASTNAME, ADDRESS, CITY, STATE, ZIP, COUNTRY, PHONE, EMAIL, PMTTYPE, USERID, HOSTNAME, IPADDRESS) + +#235,583 records + +Webmaster Included Fields...(domain, date_created, date_expires, date_updated, registrar, name_server_1, name_server_2, name_server_3, name_server_4, owner_name_1, owner_address_1, owner_city, owner_state, owner_zip, owner_country, admin_contact_name_1, admin_contact_name_2, admin_contact_address_1, admin_contact_city, admin_contact_state, admin_contact_zip, admin_contact_country, admin_contact_phone, admin_contact_fax, admin_contact_email, tech_contact_name_1, tech_contact_name_2, tech_contact_address_1, tech_contact_city, tech_contact_state, tech_contact_zip, tech_contact_country, tech_contact_phone, tech_contact_fax, tech_contact_email) +#82,371 records + + + +**SA: South American mailing databases from more than a dozen countries. Each mailing address belongs to a Visa or MasterCard credit card holder. Available countries such as; + +ARGENTINA, OSTA RICA, PERU, BRASIL, PUERTO_RICO, CHILE, PANAMA, URUGUAY, COLOMBIA, PARAGUAY, VENEZUELA + +Included Fields...(ID, NAME, ADDRESS, CODE) + +#650,456 records + + +**SOFTWARE: This directory contains 86 software titles, some are fully functional versions and others are demo versions. Many suites of commercial email tools as well as many other useful resources will be found here to help extract, verify, manage, and deliver successful commercial email marketing campaigns. + + +So overall the complete MasterDisc2002 will provide you with well over #150 million records which can be used for traditional marketing such as direct mail, fax transmission, telemarketing, and internet marketing such as commercial email campaigns. We look forward to providing you with the databases and software needed for your success!!! + +We are currently shipping our October 2001 release. + +Due to this incredibly discounted promotional price, we are accepting only credit card or check orders. Complete the buyer and shipping info, print and fax this form with a copy of your check attached or the completed credit card information. + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To Order Now Return The Form Below Via Fax #954-340-1917 + +------------------------------------------------------------------ +BEGIN ORDER FORM +------------------------------------------------------------------ +PRODUCTS OR SERVICES ORDER FORM + +[x] Place an X in the appropriate box for each product you want. + +MasterDisc 2002 (The Ultimate Marketing Database) +[ ]MD2002 (ver 4.00 MasterDisc 2002) available for $199.00US (33% discount) +[ ]MD2001 (ver 4.01 disc #1) available for $499.00US +[ ]MD2001 (ver 4.02 disc #2) available for $499.00US +[ ]MD2001 (ver 4.03 disc #3) available for $499.00US +[ ]MD2001 (ver 4.04 disc #4) available for $499.00US +[ ]MD2001 (ver 4.05 disc #5) available for $499.00US +[ ]MD2001 (ver 4.06 disc #6) available for $499.00US +[ ]MD2001 (ver 4.07 disc #7) available for $499.00US +[ ]MD2001 (ver 4.08 disc #8) available for $499.00US +[ ]MD2001 (ver 4.09 disc #9) available for $499.00US +[ ]MD2001 (ver 4.10 disc #10) available for $499.00US + +Monthly Updates (Additional Discs) +[ ]MD2002 (Single Disc Monthly Each) available for $399.0US (20% discount) +[ ]MD2002 (Two Discs Monthly) available for $699.00US (30% discount) +[ ]MD2002 (Four Discs Monthly) available for $1199.00US (40% discount) + +[ ] MD2002 (ver 4 - 11 CD Set- All Discs) available for $2798.00US (50% discount) + +[ ] Please have a sales representative contact me for more information!!! + +Total:$_____________________ + +(Purchase of 2 data discs deduct 20%, 4 discs deduct 30%, and for full set of discs deduct 50%) + +__________________________________________________________________ +CUSTOMER INFORMATION + +Company: + +Street Address: + +City: State: Zip: Country: + + +Contact Name: + +Title: + +Phone #: Ext.: Fax #: Fax Ext.: + +Contact Email Address: + +Referred By: + + +SHIPPING INFORMATION +*if applicable* + +If no address is entered we will use the address listed in the billing section + +Ship To: + +Street Address: + +City: State: Zip: Country: + +Shipping Phone: + +Domestic Shipping Options Only + +[ ] Shipping & Handling via Ground Delivery UPS (Included USA Only) +[ ] C.O.D. order ($17.50 C.O.D. Charge) Shipped 2nd Day Air +[ ] Express Processing, and Ship Priority Overnight for an additional $29.00 + + +International Shipping Options Only + +[ ] International Shipping is a flat priority fee of $49.00 + + +CHECK PAYMENT INFORMATION +[ ] Pay by check AMOUNT OF CHECK $____________ CHECK #________ + +***Be sure to include shipping charges if priority overnight or COD is selected above*** + +Mail all payments by check to: + +DataCom Marketing Corp. +1440 Coral Ridge Dr. #336 +Coral Springs, Florida 33071 +Attn: Processing & Shipping +954-340-1018 voice + + +CREDIT CARD AUTHORIZATION SECTION + +[ ] Pay by Credit Card TOTAL CHARGE + +Card Type: [ ] Visa [ ] Master Card [ ] American Express [ ] Discover + +Card Number: + +Card Holder Name: + +(*This must be completed & signed by cardholder) + +Billing Address: + +City: State: Zip: Country: + + +I authorize ""DataCom Marketing Corporation"" to charge my credit card or accept my payment for the ""Products Ordered"" CdRom in the amount as specified above plus shipping costs if express delivery. + +Also I acknowledge that any returns or credits will have a 20% restocking fee and balances (Less shipping and handling) will be applied towards replacement of products and/or applied towards my DataCom Marketing customer account. + +[International Only] +By signing under the credit card authorization section I am authorizing the credit card submitted to be billed approximately 6 weeks after the original amount is processed for the amount of the import duties and import taxes if applicable. I acknowledge the fact that ""DataCom Marketing Corporation"" does not know the amount of these duties/taxes prior to shipment as they vary from country to country. + + + +Customer Signature _____________________________________ Date________________ + + + +Sales Representative: 2369 Rev. 1017 + +------------------------------------------------------------------ +END ORDER FORM +------------------------------------------------------------------ + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To discontinue receipt of further notice at no cost and to be removed from all of our databases, simply reply to message with the word ""Remove"" in the subject line. Note: Email replies will not be automatically added to the remove database and may take up to 5 business days to process!!! If you are a Washington, Virginia, or California resident please remove yourself via email reply, phone at 954-340-1018, or by fax at 954-340-1917. We honor all removal requests. + +102601BW" +"arnold-j/deleted_items/511.","Message-ID: <9635659.1075852708260.JavaMail.evans@thyme> +Date: Sat, 27 Oct 2001 04:52:42 -0700 (PDT) +From: 310fkn6iqva@msn.com +To: 4y2wgyg621@msn.com +Subject: Merchant accounts, it's what your business is missing. + [e9yh1] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: 310fkn6iqva@msn.com@ENRON +X-To: 4y2wgyg621@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + The Future is Changing, Is Your Business Ready? + + In the Past Decade the Internet Has Grown Into + + The Biggest Opportunity For All Business. + + Companies Big and Small are Making + + MONEY through Internet Sales, Advertising, + + Web Hosting, Online Auctions and + + ! Hundreds More! + + + The Fastest, Easiest, And Most Popular + + Way to Get That Money For Your Business + + Is With a Merchant Account. + + + For What Ever Size Business You Have + + We Have The Merchant Account That's Right For you. + + + Simply reply with your NAME, PHONE NUMBER, + + and Best Time to Contact You. + + One of Our Friendly Staff Will Call You + + With Everything You Need for Starting + + Your Merchant Account. + + + We Offer a super low Transaction Fee, and + + !! No Application Fee's !! + + + Previous Credit Problems, That's Ok + + Your Business Can Accept: + + Visa, American Express, Discover + + Mastercard, Novus, Direct Check, + + Debt Cards and More. + + + Please When You Reply Include Your NAME, + + PHONE NUMBER, And Best Time To Contact You. + + Don't Wait Any Longer, Start Making the Money + + You Deserve Today. + + + Thank You and have a great day. + + + + To Unsubscribe From This Message Please + + Reply to this message with the word Remove + + In the Subject Line. Sorry For Any Inconvenience. + + Thank you" +"arnold-j/deleted_items/512.","Message-ID: <12833106.1075852708288.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 21:02:20 -0700 (PDT) +From: usatoday5918@mailandnews.com +To: undisclosed.recipients@mailman.enron.com +Subject: Not just another database... 22319 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: usatoday5918@mailandnews.com@ENRON +X-To: Undisclosed.Recipients@mailman.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The Ultimate Traditional & Internet Marketing Tool, Introducing the ""MasterDisc 2002"" version 4.00, now released its MASSIVE 11 disc set with over 150 Million database records (18 gigabytes) for companies, people, email, fax, phone and mailing addresses Worldwide! + +COMPLETE 11 DISC SET WILL BE SOLD FOR $499.00 PER DISC AFTER OCTOBER!!! + +We've slashed the price for 15 days only to get you hooked on our leads & data products. + +The first disc ver 4.00 (Contains a 1% sampling of all databases, all software titles, all demos, more then 20 million email addresses and many other resources) including unlimited usage is yours permanently for just $199.95 for your first disc (Normally $299.00) if you order today!!! Also huge discounts from 10%-50% off of data discs ver 4.01 to ver 4.10 + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +**** MASTERDISC 2002 CONTENTS **** + +We've gone out of our way to insure that this product is the finest of its kind available. Each CD (ver.4.01 to ver.4.10) contains approximately 1% of the 150 million records distributed with the following files, directories and databases: + +**411: USA white and yellow pages data records including the following states, and database record fields; + +Included States...(Alaska, Arizona, California, Colorado, Connecticut, Hawaii, Idaho, Illinois, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin, Wyoming) + +Included Fields...(ID, NAME, CONTACT, ADDRESS, CITY, STATE, ZIP, PHONE, TYPE, SIC1, SIC2, SIC3, SIC4, LATITUDE, LONGITUDE, POSTAL) + +#64,588,228 records + + + +**DISCREETLIST: Adult web site subscribers and adult webmasters email addresses. + +Subscribers (Email Address) #260,971 records + +Webmaster (Email Address) #18,104 records + + + +**DOCUMENTS: This directory contains very informative discussions about marketing and commercial email. + +Library: Online e-books related to marketing and commercial email +Reports: Useful reports and documents from various topics + +#7,209 Files + + +**EMAIL: This directory contains the email address lists broken down by groups such as domain, and more than one hundred categories into files with a maximum size of 100,000 records each for easy use. As well as several remove files that we suggest and highly recommend that you filter against all of your email lists. + +#31,414,838 records and #13,045,019 removes + + +**FORTUNE: This database contains primary contact data relating to fortune 500, fortune 1000, and millions more corporations sort able by company size and sales. The fields that are included are as follows; + +Fortune #1 +Included Fields...(ID, Company, Address, City, State, Zip, Phone, SIC, DUN, Sales, Employee, Contact, Title) + +#418,896 records + +Fortune #2 +Included Fields...(EMAIL, SIC CODE, Company, Phone, Fax, Street, City, ZIP, State, Country, First Name, Last Name) + +#2,019,442 records + + +**GENDERMAIL: Male and female email address lists that allow you target by gender with 99% accuracy. + +Male (Email Address) #13,131,440 records +Female (Email Address) #6,074,490 records + + +**MARKETMAKERS: Active online investors email addresses. Also information in reference to thousands of public companies symbols, and descriptions. + +#104,326 records + + +**MAXDISC: Online website owners, administrators, and technical contacts for website domain name owners of the "".com"", "".net"", and "".org"" sites. This database has information from about 25% of all registered domains with these extensions. + +MaxDisc_Canada_2.txt +Included Fields...(ID, Domain, Contact, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#74,550 records + +MaxDisc_City_State_Zip_1.txt +Included Fields...(ID, City, State, Zip) +#39,175 records + +MaxDisc_Country_Codes_1.txt +Included Fields...(ID, Country, Abv) +#253 records +MaxDisc_Email_Removes_1.txt +Included Fields...(ID, Email) +#163,834 records + +MaxDisc_Foreign_1.txt +Included Fields...(ID,Domain,Contact,Address1,Address2,Country) +#1,924,127 records + +MaxDisc_Foreign_2.zip +Included Fields...(ID, Domain, Company, Address, Admin Handle, Admin Name, Admin Email, Admin Phone, Admin Fax, Billing Handle, Billing Name, Billing Email, Billing Phone, Billing Fax, Tech Handle, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,412,834 records + +MaxDisc_Meta_1.zip +Included Fields...(ID, Domain, Company, Address, City, State or Province, Zip, Country, First Name, Last Name, Email, Phone, Fax, Title, META Description, META Keywords, Body) +#293,225 records + +MaxDisc_Meta_2.zip +Included Fields...(ID, Domain, Email) +#188,768 records + +MaxDisc_Sic_Codes_1.zip +Included Fields...(Code, Description) +#11,629 records + +MaxDisc_USA_1.zip +Included Fields...(ID, Domain, Company, Contact, Address, City, State, Zip, Phone, Fax, Sic, Email) +#1,389,876 records + +MaxDisc_USA_2.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,998,891 records + +MaxDisc_USA_3.zip +Included Fields...(ID, Domain, Company, Address, Billing Name, Billing Email, Billing Phone, Billing Fax, Admin Name, Admin Email, Admin Phone, Admin Fax, Tech Name, Tech Email, Tech Phone, Tech Fax) +#2,005,887 records + + + +**NEWSPAPERS: National directory of newspapers from small local papers to large metro news agencies. +Included Fields...(ID, Phone, Newspaper, City, State, Circulation, Frequency) +#9,277 records + + + +**PITBOSS: Avid Online casino and sports book players, and casino webmasters. + +Players Included Fields...(ID, FIRSTNAME, LASTNAME, ADDRESS, CITY, STATE, ZIP, COUNTRY, PHONE, EMAIL, PMTTYPE, USERID, HOSTNAME, IPADDRESS) + +#235,583 records + +Webmaster Included Fields...(domain, date_created, date_expires, date_updated, registrar, name_server_1, name_server_2, name_server_3, name_server_4, owner_name_1, owner_address_1, owner_city, owner_state, owner_zip, owner_country, admin_contact_name_1, admin_contact_name_2, admin_contact_address_1, admin_contact_city, admin_contact_state, admin_contact_zip, admin_contact_country, admin_contact_phone, admin_contact_fax, admin_contact_email, tech_contact_name_1, tech_contact_name_2, tech_contact_address_1, tech_contact_city, tech_contact_state, tech_contact_zip, tech_contact_country, tech_contact_phone, tech_contact_fax, tech_contact_email) +#82,371 records + + + +**SA: South American mailing databases from more than a dozen countries. Each mailing address belongs to a Visa or MasterCard credit card holder. Available countries such as; + +ARGENTINA, OSTA RICA, PERU, BRASIL, PUERTO_RICO, CHILE, PANAMA, URUGUAY, COLOMBIA, PARAGUAY, VENEZUELA + +Included Fields...(ID, NAME, ADDRESS, CODE) + +#650,456 records + + +**SOFTWARE: This directory contains 86 software titles, some are fully functional versions and others are demo versions. Many suites of commercial email tools as well as many other useful resources will be found here to help extract, verify, manage, and deliver successful commercial email marketing campaigns. + + +So overall the complete MasterDisc2002 will provide you with well over #150 million records which can be used for traditional marketing such as direct mail, fax transmission, telemarketing, and internet marketing such as commercial email campaigns. We look forward to providing you with the databases and software needed for your success!!! + +We are currently shipping our October 2001 release. + +Due to this incredibly discounted promotional price, we are accepting only credit card or check orders. Complete the buyer and shipping info, print and fax this form with a copy of your check attached or the completed credit card information. + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To Order Now Return The Form Below Via Fax #954-340-1917 + +------------------------------------------------------------------ +BEGIN ORDER FORM +------------------------------------------------------------------ +PRODUCTS OR SERVICES ORDER FORM + +[x] Place an X in the appropriate box for each product you want. + +MasterDisc 2002 (The Ultimate Marketing Database) +[ ]MD2002 (ver 4.00 MasterDisc 2002) available for $199.00US (33% discount) +[ ]MD2001 (ver 4.01 disc #1) available for $499.00US +[ ]MD2001 (ver 4.02 disc #2) available for $499.00US +[ ]MD2001 (ver 4.03 disc #3) available for $499.00US +[ ]MD2001 (ver 4.04 disc #4) available for $499.00US +[ ]MD2001 (ver 4.05 disc #5) available for $499.00US +[ ]MD2001 (ver 4.06 disc #6) available for $499.00US +[ ]MD2001 (ver 4.07 disc #7) available for $499.00US +[ ]MD2001 (ver 4.08 disc #8) available for $499.00US +[ ]MD2001 (ver 4.09 disc #9) available for $499.00US +[ ]MD2001 (ver 4.10 disc #10) available for $499.00US + +Monthly Updates (Additional Discs) +[ ]MD2002 (Single Disc Monthly Each) available for $399.0US (20% discount) +[ ]MD2002 (Two Discs Monthly) available for $699.00US (30% discount) +[ ]MD2002 (Four Discs Monthly) available for $1199.00US (40% discount) + +[ ] MD2002 (ver 4 - 11 CD Set- All Discs) available for $2798.00US (50% discount) + +[ ] Please have a sales representative contact me for more information!!! + +Total:$_____________________ + +(Purchase of 2 data discs deduct 20%, 4 discs deduct 30%, and for full set of discs deduct 50%) + +__________________________________________________________________ +CUSTOMER INFORMATION + +Company: + +Street Address: + +City: State: Zip: Country: + + +Contact Name: + +Title: + +Phone #: Ext.: Fax #: Fax Ext.: + +Contact Email Address: + +Referred By: + + +SHIPPING INFORMATION +*if applicable* + +If no address is entered we will use the address listed in the billing section + +Ship To: + +Street Address: + +City: State: Zip: Country: + +Shipping Phone: + +Domestic Shipping Options Only + +[ ] Shipping & Handling via Ground Delivery UPS (Included USA Only) +[ ] C.O.D. order ($17.50 C.O.D. Charge) Shipped 2nd Day Air +[ ] Express Processing, and Ship Priority Overnight for an additional $29.00 + + +International Shipping Options Only + +[ ] International Shipping is a flat priority fee of $49.00 + + +CHECK PAYMENT INFORMATION +[ ] Pay by check AMOUNT OF CHECK $____________ CHECK #________ + +***Be sure to include shipping charges if priority overnight or COD is selected above*** + +Mail all payments by check to: + +DataCom Marketing Corp. +1440 Coral Ridge Dr. #336 +Coral Springs, Florida 33071 +Attn: Processing & Shipping +954-340-1018 voice + + +CREDIT CARD AUTHORIZATION SECTION + +[ ] Pay by Credit Card TOTAL CHARGE + +Card Type: [ ] Visa [ ] Master Card [ ] American Express [ ] Discover + +Card Number: + +Card Holder Name: + +(*This must be completed & signed by cardholder) + +Billing Address: + +City: State: Zip: Country: + + +I authorize ""DataCom Marketing Corporation"" to charge my credit card or accept my payment for the ""Products Ordered"" CdRom in the amount as specified above plus shipping costs if express delivery. + +Also I acknowledge that any returns or credits will have a 20% restocking fee and balances (Less shipping and handling) will be applied towards replacement of products and/or applied towards my DataCom Marketing customer account. + +[International Only] +By signing under the credit card authorization section I am authorizing the credit card submitted to be billed approximately 6 weeks after the original amount is processed for the amount of the import duties and import taxes if applicable. I acknowledge the fact that ""DataCom Marketing Corporation"" does not know the amount of these duties/taxes prior to shipment as they vary from country to country. + + + +Customer Signature _____________________________________ Date________________ + + + +Sales Representative: 2369 Rev. 1017 + +------------------------------------------------------------------ +END ORDER FORM +------------------------------------------------------------------ + + +For More Information, and Available Records Contact us: + +#954-340-1018 voice + +Or visit the website at: + +http://www.datacommarketing.com/ + + +To discontinue receipt of further notice at no cost and to be removed from all of our databases, simply reply to message with the word ""Remove"" in the subject line. Note: Email replies will not be automatically added to the remove database and may take up to 5 business days to process!!! If you are a Washington, Virginia, or California resident please remove yourself via email reply, phone at 954-340-1018, or by fax at 954-340-1917. We honor all removal requests. + +.102601BW" +"arnold-j/deleted_items/513.","Message-ID: <31692359.1075852708312.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 16:25:28 -0700 (PDT) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/26/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/26/2001 is now available for viewing on the website." +"arnold-j/deleted_items/514.","Message-ID: <10429907.1075852708336.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 16:11:01 -0700 (PDT) +From: chairman.office@enron.com +Subject: Solicitation Calls +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Office of the Chairman, +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Trade press, recruiting firms and others recently have made numerous calls to Enron employees seeking information about the company, its employees and other matters. In some cases, these callers have used false identities, as in, ""I'm from the SEC and I need you to provide me with?"" + +If you receive a call from someone identifying themselves as part of a government organization, please refer the caller to the legal department. Please refer calls from the trade press and other media inquiries to the Public Relations group. And otherwise, please treat Enron information as confidential. + +Thank you." +"arnold-j/deleted_items/515.","Message-ID: <7108180.1075852708360.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 10:56:26 -0700 (PDT) +From: webmaster@newsletter.ussoccer.com +To: alluserstext@newsletter.ussoccer.com +Subject: U.S. Soccer Store Offers ""Early Bird"" Savings on Select Items! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""webmaster@newsletter.ussoccer.com"" +X-To: AllUsersText@newsletter.ussoccer.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Dear U.S. Soccer Fan - +As a member of ussoccerfan.com, not only do you get access to enhanced ""fans-only"" areas of our web site (including Live Chats with players and coaches, as well as new desktop wallpaper images and e-postcards each month) but we also offer special discounts to our most loyal fans on tickets to select matches and priority in purchasing tickets to some of soccer's most sought-after events - including the World Cup. + +Now, with the Holiday shopping season rapidly approaching, we're offering ussoccerfan.com members an an opportunity to enjoy some great ""early bird"" savings on select U.S. Soccer gear. The U.S. Soccer Store at http://www.ussoccerstore.com/ is offering all U.S. Soccer Fans up to 25% off on three of its most popular items: + +The Nike U.S. Soccer cap - was $19.95, now $14.95! +Available in Navy and Khaki, this hat has the red, white, and blue U.S. Soccer crest boldly embroidered on its crown. You can see this classic Nike hat at: http://www.ussoccerstore.com/headgear.html + +The very popular Nike Stadium T-shirt - was $19.95, now $14.95! +Available in U.S.A. patriotic red, this 100% pre-shrunk cotton Nike tee is printed on both sides with the U.S. Soccer logo on front and the CONCACAF final five qualifying teams on the back. You can see this spirited Nike tee at: http://www.ussoccerstore.com/us50205551.html + +The Official U.S. Soccer Men's National Team or Women's National Team 2002 wall calendars - was $11.95, now $9.95! +A 16-month calendar (Sept. 2001 - Dec. 2002), each month features two action photographs and a short bio on a player from the respective U.S. Men's or Women's National Teams. You can see this colorful action-packed calendar at: http://www.ussoccerstore.com/novelty.html + +The U.S. Soccer Store offers the biggest selection of Officially Licensed U.S. Soccer products. You can see the full selection of U.S. Soccer Store licensed merchandise by going to: http://www.ussoccerstore.com + +Thank you for supporting U.S. Soccer! + +---------------------------------------------------------------------------- +To end your membership in ussoccerfan.com, please visit http://membership.ussoccer.com/member/unsubscribe.sps?msmid=1 and fill out an unsubscribe request. Thank you for supporting U.S. Soccer!" +"arnold-j/deleted_items/516.","Message-ID: <13418889.1075852708388.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 14:45:53 -0700 (PDT) +From: no.address@enron.com +Subject: Supplemental Weekend Outage Report for 10-26-01 through 10-28-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron Change Management Announcement@ENRON +X-To: Houston Outage Report@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +------------------------------------------------------------------------------------------------------ +W E E K E N D S Y S T E M S A V A I L A B I L I T Y + +F O R + +October 26, 2001 5:00pm through October 29, 2001 12:00am +------------------------------------------------------------------------------------------------------ + +3 ALLEN CENTER POWER OUTAGE: +Time: Sat 10/27/2001 at 4:00:00 PM CT thru Sat 10/27/2001 at 8:00:00 PM CT + Sat 10/27/2001 at 2:00:00 PM PT thru Sat 10/27/2001 at 6:00:00 PM PT + Sat 10/27/2001 at 10:00:00 PM London thru Sun 10/28/2001 at 2:00:00 AM London +From 4:00 - 8:00 p.m., Trizechan Properties has scheduled a shutdown of all electrical service at 3 Allen Center. Enron Network Services will power down the 3AC network infrastructure between 3:30-4:00. There will be no 3 Allen Center network access during the electrical maintenance and the outage will continue until ENS is able to power up all of the networking devices. +All 3AC and 2AC employees will have no telephone or voicemail service during outage period. When power is restored to building, systems will be powered back up and telco services tested for dial tone and connectivity. +If you need access to 3AC anytime that Saturday, you will need to contact Trizechan Properties beforehand with your security information (Jael Olson at 713-336-2300). Anyone who attempts to enter the building on Saturday that is not on the list will be denied access. + + + +SCHEDULED SYSTEM OUTAGES: + +ARDMORE DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +AZURIX: No Scheduled Outages. + +EB34 DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages. + +EDI SERVER: SEE ORIGINAL REPORT + +EES: +Impact: EES +Time: Fri 10/26/2001 at 7:00:00 PM CT thru Fri 10/26/2001 at 7:30:00 PM CT + Fri 10/26/2001 at 5:00:00 PM PT thru Fri 10/26/2001 at 5:30:00 PM PT + Sat 10/27/2001 at 1:00:00 AM London thru Sat 10/27/2001 at 1:30:00 AM London +Outage: Upgrade IOS On Chicago Router +Environments Impacted: EES +Purpose: Voice Tie Lines not working correctly. +Backout: Load a different IOS. +Contact(s): Garhett Clark 713-345-9953 + +Impact: EES POSTPONED +Time: Sat 10/27/2001 at 6:00:00 PM CT thru Sun 10/28/2001 at 12:00:00 AM CT + Sat 10/27/2001 at 4:00:00 PM PT thru Sat 10/27/2001 at 10:00:00 PM PT + Sun 10/28/2001 at 12:00:00 AM London thru Sun 10/28/2001 at 6:00:00 AM London +Outage: Migrate EESHOU-FS1to SAN +Environments Impacted: EES +Purpose: New Cluster server is on SAN and SAN backups +This will provide better performance, server redundancy, and backups should complete without problems. +Backout: Take new server offline, +Bring up old servers +change users profiles back to original settings. +Contact(s): Roderic H Gerlach 713-345-3077 + +EI: ALSO SEE ORIGINAL REPORT +Impact: EI +Time: Sat 10/27/2001 at 2:00:00 PM CT thru Sat 10/27/2001 at 8:30:00 PM CT + Sat 10/27/2001 at 12:00:00 PM PT thru Sat 10/27/2001 at 6:30:00 PM PT + Sat 10/27/2001 at 8:00:00 PM London thru Sun 10/287/2001 at 2:30:00 AM London +Outage: Moving ei-dns01 and ei-dns02 from 3AC 17th floor to 35th floor. +Environments Impacted: DNS +Purpose: We are losing the space on 17th floor in 3AC. We are moving during the building power outage so that we take the server down only once. +Backout: None, we have to move before Nov.1. +Contact(s): Malcolm Wells 713-345-3716 + +ENRON CENTER SOUTH DATA CENTER - FACILITY OPERATIONS: No Scheduled Outages + +ENRON NORTH AMERICAN LANS: +Impact: Corp +Time: Sat 10/27/2001 at 12:00:00 AM CT thru Sat 10/27/2001 at 6:00:00 AM CT + Fri 10/26/2001 at 10:00:00 PM PT thru Sat 10/27/2001 at 4:00:00 AM PT + Sat 10/27/2001 at 6:00:00 AM London thru Sat 10/27/2001 at 12:00:00 PM London +Outage: AT@T Cable & Wireless +Environments Impacted: Houston T1 to Quebec +Purpose: +Backout: +Contact(s): Brandy Brumbaugh 800-486-9999 + +Impact: CORP +Time: Fri 10/26/2001 at 6:00:00 PM CT thru Fri 10/26/2001 at 6:15:00 PM CT + Fri 10/26/2001 at 4:00:00 PM PT thru Fri 10/26/2001 at 4:15:00 PM PT + Sat 10/27/2001 at 12:00:00 AM London thru Sat 10/27/2001 at 12:15:00 AM London +Outage: Nortel VPN cable run +Environments Impacted: Corp +Purpose: To change VPN routing from 3AC to ECN +Backout: pull cables. +Contact(s): Chrissy Grove 713-345-8269 + Vince Fox 713-853-5337 + +Impact: CORP +Time: Fri 10/26/2001 at 10:30:00 PM CT thru Fri 10/26/2001 at 11:00:00 PM CT + Fri 10/26/2001 at 8:30:00 PM PT thru Fri 10/26/2001 at 9:00:00 PM PT + Sat 10/27/2001 at 4:30:00 AM London thru Sat 10/27/2001 at 5:00:00 AM London +Outage: Nortel VPN router change +Environments Impacted: Corp +Purpose: To migrate out of 3AC to avoid power outage this weekend. +Backout: Turn routing to 3AC back on. +Contact(s): Chrissy Grove 713-345-8269 + Vince Fox 713-853-5337 + +FIELD SERVICES: No Scheduled Outages. + +INTERNET: No Scheduled Outages. + +MESSAGING: No Scheduled Outages. + +MARKET DATA: No Scheduled Outages. + +NT: No Scheduled Outages. + +OS/2: No Scheduled Outages. + +OTHER SYSTEMS: SEE ORIGINAL REPORT + +SITARA: No Scheduled Outages. + +SUN/OSS SYSTEM: No Scheduled Outages. + +TELEPHONY: SEE ORIGINAL REPORT + +TERMINAL SERVER: No Scheduled Outages. + +UNIFY: No Scheduled Outages. + +---------------------------------------------------------------------------------------------------------------------------- + FOR ASSISTANCE + +(713) 853-1411 Enron Resolution Center + + +Specific Help: +Information Risk Management (713) 853-5536 +SAP/ISC (713) 345-4727 +Unify On-Call (713) 284-3757 [Pager] +Sitara On-Call (713) 288-0101 [Pager] +RUS/GOPS/GeoTools/APRS (713) 639-9726 [Pager] +OSS/UA4/TARP (713) 285-3165 [Pager] +CPR (713) 284-4175 [Pager] +EDI Support (713) 327-3893 [Pager] +EES Help Desk (713)853-9797 OR (888)853-9797 +TDS -Trader Decision Support On-Call (713) 327-6032 [Pager]" +"arnold-j/deleted_items/517.","Message-ID: <11939772.1075852708434.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 14:45:48 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Enron Troubles Only the Tip of the Iceberg? +TheStreet.com, 10/26/2001 + +Under the Radar: Enron's Flickering Bulb +TheStreet.com, 10/26/2001 + +DJ Enron Unit,New England Market Downplay Report Of Default +Dow Jones, 10/26/2001 + +Enron Lawsuit Over Microsoft Broadband Agreement May Block MSN +Bloomberg, 10/26/01 + +Enron Executives Sent Requests for Details of Affiliate Profits +Bloomberg, 10/26/01 + +Enron Still Target in California Amid Other Problems (Update1) +Bloomberg, 10/26/01 + +Enron Bonds Fall as Company Taps $3 Bln Credit Line (Update5) +Bloomberg, 10/26/01 + +Keller Rohrback L.L.P. Investigates Potential Claims on Behalf of Enron Corp. -- ENE -- Employees and Former Employees +Business Wire, 10/26/01 + + + + +Enron Troubles Only the Tip of the Iceberg? +By Peter Eavis +Senior Columnist +TheStreet.com +10/26/2001 05:23 PM EDT +URL: + +Dealings with a related party have tarnished Enron's (ENE:NYSE - news - commentary) reputation and crushed its stock, but it looks like that case is far from unique. +The battered energy trader has done business with at least 15 other related entities, according to documents supplied by lawyers for people suing Enron. Moreover, Enron's new CFO, who has been portrayed by bulls as opposing the related-party dealings of his predecessor, serves on 12 of these entities. And Enron board members are listed as having directorships and other roles at a Houston-based related entity called ES Power 3. +The extent of Enron's dealings with these companies, or the value of its holdings in them, couldn't be immediately determined. But the existence of these partnerships could feed investors' fears that Enron has billions of dollars of liabilities that don't show up on its balance sheet. If that's so, the company's financial strength and growth prospects could be much less than has generally been assumed on Wall Street, where the company was long treated with kid gloves. +Enron didn't immediately respond to questions seeking details about ES Power or about the role of the chief financial officer, Jeff McMahon, in the various entities. Enron's board members couldn't immediately be reached for comment. +Ten Long Days +Enron's previous CFO, Andrew Fastow, was replaced by McMahon Wednesday after investors criticized Fastow's role in a partnership called LJM, which had done complex hedging transactions with Enron. As details of this deal and two others emerged, Enron stock cratered. +The turmoil that resulted in Fastow's departure began two weeks ago, when Enron reported third-quarter earnings that met estimates. However, the company failed to disclose in its earnings press release a $1.2 billion charge to equity related to unwinding the LJM transactions. Since then, investors and analysts have been calling with increasing vehemence for the company to divulge full details of its business dealings with other related entities. Enron stock sank 6% Friday, meaning it has lost 56% of its value in just two weeks. +Enron's End Run? +New financial chief's involvement in Enron business partners +Enron-Related Entity Creation DateMcMahon Involved? + +ECT Strategic Value Corp.4/18/1985 Yes +JILP-LP Inc. 9/27/1995 Yes +ECT Investments Inc. 3/1/1996 Yes +Kenobe Inc. 11/8/1996 Yes +Enserco LLC 1/7/1997 Yes +Obi-1 Holdings LLC 1/7/1997 Yes +Oilfield Business Investments1/7/1997 Yes +HGK Enterprises LP Inc. 7/29/1997 Yes +ECT Eocene Enterprises III Inc.2/20/1998Yes +Jedi Capital II LLC 9/4/1998 Yes +E.C.T. Coal Company No. 12/31/1998 Yes +ES Power 3 LLC 1/7/1999 Yes +Enserco Inc. 3/25/1999 No +LJM Management LLC 7/2/1999 No +Blue Heron I LLC 9/17/1999 No +Whitewing Management LLC2/28/2000 No +Jedi Capital II LLC 4/16/2001 No +Source: Detox +However, Enron has yet to break out a full list of related entities. The company has said nothing publicly about McMahon's participation in related entities, nor has it mentioned that its board members were directors or senior officers in ES Power 3. (Nor has it explained the extensive use of Star Wars-related names by the related-party companies.) It's not immediately clear what ES Power 3 is or does. So far, subpoenas issued by lawyers suing Enron have determined the names of senior officers of ES Power 3 and its formation date, January 1999. +Among ES Power 3's senior executives are Enron CEO Ken Lay, listed as a director, and McMahon and Fastow, listed as executive vice presidents. A raft of external directors are named as ES Power 3 directors, including Comdisco CEO Norman Blake and Ronnie Chan, chairman of the Hong Kong-based Hang Lung Group. A Comdisco spokeswoman says Blake isn't commenting on matters concerning Enron and a call to the Hang Lung group wasn't immediately returned. +Demands, Demands +Rating agencies Moody's, Fitch and S&P recently put Enron's credit rating on review for a possible downgrade after an LJM deal that led to the $1.2 billion hit to equity. Enron still has a rating three notches above investment grade. But its bonds trade with a yield generally seen on subinvestment grade, or junk, bonds, suggesting the market believes downgrades are likely. +If Enron's rating drops below investment grade, it must find cash or issue stock to pay off at least $3.4 billion in off-balance sheet obligations. In addition, many of its swap agreements contain provisions that demand immediate cash settlement if its rating goes below investment grade. +Friday, the company drew down $3 billion from credit lines to pay off commercial paper obligations. Raising cash in the CP market could be tough when investors are jittery about Enron's condition. +This week, a number of energy market players reduced exposure to Enron. However, in a Friday press release, CEO Lay said that Enron was the ""market-maker of choice in wholesale gas and power markets."" He added: ""It is evident that our customers view Enron as the major liquidity source of the global energy markets."" +McMahon reportedly objected to Fastow's role in LJM, allegedly believing it posed Fastow with a conflict of interests. But he will need to convince investors that the 12 entities he's connected to don't do the same. Enron has said that its board fully approved of the LJM deals that Fastow was involved in. Now, board members will have to comment on their own roles in a related entity. + +Under The Radar: Enron's Flickering Bulb +By Christopher Edmonds +Special to TheStreet.com +10/26/2001 05:08 PM EDT +URL: + +While the bulb at Enron (ENE:NYSE - news - commentary) may not have burnt out, it's clearly flickering. To date, investors aren't sure whether Chairman and CEO Ken Lay is up to the task of re-energizing the company he once built to greatness. +What's happened at the Houston energy giant-turned-dwarf could've been imagined with any number of ne'er-do-well companies during the well-chronicled bubble. But this is Enron. As one longtime Enron bull and shareholder said, ""I never had to worry about Enron's ability to survive until this week. I still find it hard to believe."" +Peter Eavis has done an exceptional job of chronicling Enron's adventures for some time. If you'd listened to him earlier this year, you'd have profited from his knowledge. His reporting on Enron's partnership shenanigans to the departure of Chief Financial Officer Andrew Fastow has been outstanding. +The rumors -- from a pending bankruptcy to a Justice Department investigation -- are, for now, just that. And, Enron did not single-handedly cause the California power crisis, nor is Royal Dutch/Shell (RD:NYSE - news - commentary) about to make a bid to buy the company. Sources do tell me that head-count reductions are likely through employee buyout offers and the company is set to refocus on its core energy business. And, while former CEO Jeff Skilling shares culpability for the current mess, his departure appears only indirectly related to Enron's current woes. +Now, Enron faces the daunting challenge of rebuilding both its business and, more importantly, its reputation. +The Company's Challenge +But what does Enron do now? It's very simple. Come clean, clean up the mess and refocus on its core business: wholesale energy markets, risk management and retail energy services. They support each other and create a platform that can be plenty profitable without a lot of gimmicks. +""Our gut feel is that Enron can pull it off, and long-term investors should hold firm, as eventually the stock gets valued on earnings, with upside potential to $25 per share over the next 12-18 months,"" says Jeff Dietert, power analyst at Simmons & Co. and a member of the TSC Energy Roundtable. ""We believe new money with high risk tolerance should wait until Enron announces its intentions for communicating a clear path to recovery."" +Dietert outlines four challenges for Enron. One, management must regain the Street's confidence and persuade investors that it can resolve balance-sheet strength and generate the expected earnings and cash flow. Two, Enron must maintain its investment-grade credit rating. Three, Enron must successfully execute its divestiture plans. Four, Enron must control the timing of the recognition of the write-down in the value of any assets where market value is less than book. +Straightforward? Yes. Easy to accomplish? No. +Although Enron says additional write-downs are unlikely -- except a $200 million charge early next year as the result of an accounting change -- analysts aren't so sure. They're focused on the company's Global Assets portfolio, sporting $6 billion in book value but generating an EBIT (earnings before interest and taxes) loss of $18 million over the past 12 months. +The divestitures include $390 million in exploration and production assets in India, $250 million in a Puerto Rico power plant and $250 million in a Brazilian power plant in the fourth quarter as well as the pending sale of Portland General, which is set to close in 2002. There will likely be others. However, Enron has to execute here, and given the current state of its affairs, the seller will feel the pressure. +The credit-rating issue is a fine line. The current ratings, BBB+ from Standard & Poor's and Baa1 from Moody's, are three levels above non-investment grade. However, both rating agencies now have Enron on their radar screens for possible downgrades. Dietert estimates that Enron's debt-to-market cap will be about 48% by year-end, and the company has interest coverage (EBITDA/ interest expense) of about 3.5 times. By comparison, the average S&P BBB-rated company has a debt-to-cap of 47.4% and interest coverage of about 6.1 times. The average BB company has debt-to-cap of 61.3% and interest expense of 3.8 times. +Frankly, everything falls on Enron's management team and its ability to reassure investors. ""If Enron's management does not step up to calm investor fears, these fears could become a self-fulfilling prophecy,"" Dietert says. ""In the potentially vicious cycle, investor fears could drive stocks down; the lower stock prices force the rating agencies to consider downgrades; potentially lower credit ratings force counter-parties to reduce exposure to Enron, limiting Enron's ability to generate earnings and cash flow."" +It's time for Enron to grow up. Despite a lot of uncertainties and risk, I think it will. Investors with risk capital should do their homework on the stock and think about strategy. It's a tough call that requires strict, individual discipline. +There's an irony to this whole story, especially in Enron's lack of candor in reporting its financial results. In a much-lauded advertising campaign, Enron, looking to challenge conventional wisdom, asks the simple question, ""Why? Ask why."" +Investors are now asking. It's time for Ken Lay to answer. +First Things First +Many readers have asked about my relative quietness this week. Thank you for your concern. My father has fallen ill after fighting the effects of a brain tumor for more than a decade. +The choice was easy. I'm with him and my family. +Enjoy your weekend with family and friends. + + + +DJ Enron Unit,New England Market Downplay Report Of Default +2001-10-26 17:14 (New York) + + By Kristen McNamara + Of DOW JONES NEWSWIRES + + NEW YORK (Dow Jones)--Enron Corp.'s (ENE) retail sales unit defaulted on its +credit requirement in New England's wholesale power market this month, but the +event was neither unique nor newsworthy, the energy company and the +organization that developed the market's rules said Friday. + + The operator of the region's wholesale power market informed Enron Energy +Services last week that, for the third time in 12 months, it had traded a +greater volume of electricity than allowed by the bond it had posted and was at +risk for expulsion from New England's market. + + But it was administrative mixups, rather than financial problems, that +triggered the warning, which a few other companies have also received in the +past, the market's rulemaker said. + + ""I can state with considerable confidence that there have been other +participants"" that have defaulted on their credit agreements, ""and it's never +been in the news,"" said David Doot, secretary and general counsel for the New +England Power Pool, which developed the policies governing the region's +electricity market. ""My instinct is that this is blown way the hell out of +proportion."" + + News of the Enron unit's default appeared in a trade publication and a major +metropolitan newspaper this week, as Enron's dealings with partnerships headed +by its former chief financial officer contributed to a plunge in the company's +stock and bond prices. + + Enron Energy Services never received word that it had defaulted on its +bonding requirement twice before, because both times it corrected the problem +within a day, spokeswoman Peggy Mahoney said. + + The letter sent by ISO New England, which operates the region's power market, +to notify the Enron unit of its third violation was addressed to the wrong +person, delaying the company's response, Mahoney said. + + ""Clearly, it was an administrative error that we immediately took care of to +ensure that we would never exceed the volume limit,"" Mahoney said. + + The company resolved the problem by Oct. 19, Mahoney said. ISO New England +spokeswoman Ellen Foley confirmed Friday that the company had cured its +default. + + It's rare for a company to default three times, but it has happened on +occasion, Foley and Doot said. + + ""I won't say it's commonplace, but I won't say it's unusual for a participant +to find itself out of compliance,"" Doot said. ""Those things have in fact +happened from time to time."" + + -By Kristen McNamara, Dow Jones Newswires; 201-938-2061; + + + +Enron Lawsuit Over Microsoft Broadband Agreement May Block MSN +2001-10-26 16:47 (New York) + +Enron Lawsuit Over Microsoft Broadband Agreement May Block MSN + + Houston, Oct. 26 (Bloomberg) -- Enron Corp.'s lawsuit +alleging Microsoft breached a contract for broadband services +could temporarily block the largest software company's high-speed +Internet service in some U.S. regions. + + Microsoft said the dispute temporarily blocks the company +from providing the high-speed service in areas where Enron +provides broadband access, leaving MSN fully operational only in +the 14 states where Qwest Communications International Inc. +operates, said Bob Visse, director of marketing for MSN. + + Enron's lawsuit was filed yesterday. Microsoft had planned to +offer fast Internet access in 45 cities beginning yesterday to +give the largest software company access to potential customers in +29 million homes. Microsoft, the No. 2 U.S. Internet provider, is +making a push to win customers from AOL Time Warner Inc. + + ``We are trying to resolve the issues with Enron as quickly +as possible and at the same time we are evaluating other +providers,'' Visse said. + + Officials at Houston-based Enron, the largest energy trader, +did not immediately return calls for comment. + + The Agreement + + Enron in June signed an agreement with Microsoft to provide +bandwidth for MSN Internet service. Under the agreement, Enron +isn't required to deliver operational broadband services if +Microsoft hasn't first provided a billing and ordering system, Dow +Jones newswire reported. + + Enron claims in its lawsuit that Microsoft failed to deliver +the ordering and billing system required in the initial phase of +the deal, Dow reported. + + Enron's lawsuit comes after Microsoft said in an Oct. 23 +letter that Enron will have breached the contract if it hasn't +provided an operational bandwidth system by Oct. 25, allowing +Microsoft to recover damages. + + Shares of Redmond, Washington-based Microsoft fell 36 cents +to $62.20, while Enron shares fell 95 cents to $15.40. + +--Joyzelle Davis in Los Angeles (213) 617-0582, or + + + +Enron Executives Sent Requests for Details of Affiliate Profits +2001-10-26 15:36 (New York) + +Enron Executives Sent Requests for Details of Affiliate Profits + + Houston, Oct. 26 (Bloomberg) -- Lawyers for a shareholder +suing Enron Corp. are asking executives of the largest energy +trader to disclose any income they made from their involvement +with affiliated companies that bought and sold Enron assets. + + Lawyers have made the requests to President Greg Whalley, +Vice Chairman Mark Frevert and Chief Financial Officer Jeff +McMahon and 83 other employees arrived at Enron's Houston offices +this week, said Paul Paradis, a partner in the New York law firm +Abbey Gardy. Requests also were sent to 17 Enron partnerships such +as Whitewing Management and Marlin Water. + + Paradis represents Fred Greenberg, an Enron shareholder who +is suing the company's board for allowing former Chief Financial +Officer Andrew Fastow to run partnerships that cost the company at +least $35 million in cash and $1.2 billion in lost shareholder +equity. + + The requests are aimed at determining if Enron executives +benefited financially from roles as officers and directors of +partnerships that bought and sold company assets. Enron formed at +least 18 such affiliated companies, listing executives and +employees as officers and directors of the partnerships, according +to Texas secretary of state records. + + Under Texas law, failure to respond to the document requests +will result in subpoenas being issued. Subpoenas could go out next +week if responses don't arrive by then, Paradis said. Enron +spokeswoman Karen Denne didn't respond to requests for comment +about the document requests. + + The executives earned no income from the partnerships, Enron +spokesman Mark Palmer has said. ``There are no financial interests +in the structures themselves for any Enron employee,'' Palmer +said. He said it's common for a company to name its executives to +the boards of affiliates. + + Affiliates Have Debts + + Texas records show Chief Executive Officer Kenneth Lay, +Frevert, Whalley, McMahon and dozens of other people who list +their address as Enron's corporate headquarters serving as +officers and directors of limited liability companies and foreign +business corporations. + + The document requests ask Enron executives for information on +any form of compensation or benefit received from any of the +affiliates, including stock grants and options. They also ask the +executives to disclose any equity or partnership interests in the +affiliates. + + Enron formed many of the affiliates to buy company assets +such as power plants and natural-gas pipelines. That allowed Enron +to move debt associated with those projects off its books. + + The affiliates bought the assets with borrowed money. They +plan to repay the debt by eventually selling the assets. Enron +might be liable for any shortfall between the sales proceeds and +the debt. That could amount to at least $3.3 billion if the assets +don't generate any money, a remote possibility, the company has +said. + + Few Answers + + Investors and analysts pressed Enron Chief Executive Officer +Kenneth Lay for details on the finances of the partnerships in a +conference call Tuesday. + + Today, Enron spokeswoman Karen Denne didn't respond to +questions about one of them, ES Power 3 LLC. + + Texas records list 78 Enron executives and employees as +officers, directors and managers of ES Power 3 LLC. The entire +Enron board is also listed. + + Shares of Enron $1.15 to $15.20 in late trading. + +--Russell Hubbard in the Princeton newsroom at 609-750-4651, or at + + +Enron Still Target in California Amid Other Problems (Update1) +2001-10-26 16:15 (New York) + +Enron Still Target in California Amid Other Problems (Update1) + + (Updates with closing share price in last paragraph.) + + Sacramento, California, Oct. 26 (Bloomberg) -- Enron Corp., +facing an inquiry by federal securities regulators into +partnerships run by the former chief financial officer, remains a +target of investigations and lawsuits in California. + + California lawmakers and regulators have accused power +providers of manipulating the state's energy market to raise +prices. Enron, the biggest energy trader, and other power sellers +have denied the charges repeatedly. + + Next month, a California Senate committee investigating the +power market plans to hold a hearing to determine if Enron and +other generators are complying with subpoenas for trading +documents. Enron has been filing documents in Sacramento, +California. + + ``They are still putting documents in their depository, and I +don't think they've completed that process,'' said Alexandra +Montgomery, a consultant to the committee. It ``remains to be +seen'' whether Enron is complying with its subpoena, she said. + + The suits and inquiries came after wholesale power prices in +California soared, leaving the state's two largest utilities +insolvent. Under California's plan to open its electricity market +to competition, the utilities of PG&E Corp. and Edison +International weren't allowed to pass rising costs to customers. + + ``I know that we're doing our best to comply with what the +committee is asking for,'' Enron spokesman Mark Palmer. ``We are +putting documents in the depository, and we're looking forward to +a speedy resolution.'' + + Shares of Houston-based Enron have fallen by more than half +since Oct. 16. The company ousted Andrew Fastow as the chief +financial officer Wednesday amid a U.S. Securities and Exchange +Commission inquiry into a partnership he ran that cost Enron $35 +million. + + Grand Jury + + Enron also is one of the companies being investigated for +civil and criminal violations by California Attorney General Bill +Lockyer, who convened a grand jury in June. + + Lockyer has been criticized by Enron officials for telling +the Wall Street Journal in May that he would like to put Enron +Chairman Kenneth Lay in ``an 8 x 10 cell that he could share with +a tattooed dude who says `Hi my name is Spike, honey.' '' Lockyer +later apologized for the remark. + + The attorney general's investigation is proceeding, Lockyer +spokeswoman Sandra Michioku said. Michioku said she didn't know +when civil or criminal charges against Enron or other power +providers might be filed. + + ``Our investigation is still being pursued,'' she said. ``We +had to go to court to get Enron to turn over documents, so that +slowed things down a bit.'' + + Enron's Palmer said he didn't know the status of the attorney +general's investigation. + + ``I think the attorney general demonstrated his willingness +to take a fair and impartial look a long time ago when he made his +vulgar and unfounded remarks about our chairman,'' Palmer said. + + More Lawsuits + + Enron, along with other major power providers such as Duke +Energy Corp. and Dynegy Inc., face at least five lawsuits alleging +they manipulated California energy prices in violation of +antitrust laws. + + The cases, which include separate complaints filed by the +City of San Francisco, California Lieutenant Governor Cruz +Bustamante and various consumers, currently are in state courts +awaiting a coordination proceeding, said Michael Aguirre, a lawyer +representing Bustamante. The lawsuits should be assigned to a +judge by the end of next month, he said. + + If the complaints succeed, the companies might be ordered to +repay profits from any illegal activities and pay fines, including +triple damages. + + Enron's stock fell 95 cents, or 5.8 percent, to $15.40, +declining for the eighth day in a row. The shares have fallen 80 +percent in the past 12 months. + +--Daniel Taub in Los Angeles, (323) 801-1261 or + + + +Enron Bonds Fall as Company Taps $3 Bln Credit Line (Update5) +2001-10-26 16:18 (New York) + +Enron Bonds Fall as Company Taps $3 Bln Credit Line (Update5) + + (Adds investor comment in fourth paragraph.) + + Houston, Oct. 26 (Bloomberg) -- Enron Corp. bonds and shares +fell after the largest energy trader tapped a $3 billion credit +line because it has been shut out of the leading market for low- +interest, short-term loans. + + The company's stock has fallen 54 percent in the past 14 days +after investors questioned its transactions with affiliates run by +Enron's former chief financial officer. The shares fell 95 cents, +or 5.8 percent, to $15.40 today. + + Chief Executive Officer Kenneth Lay has failed to reassure +investors that the company's credit rating won't be cut, investors +said. Enron can no longer borrow in commercial paper markets, +where short-term loans carry lower rates than banks offer. + + ``Do they have the financial flexibility they once had? No,'' +said John Cassady, who helps manage $3 billion in bonds at Fifth +Third Bancorp. ``People are questioning the credibility of +management.'' + + The company will use its credit line to pay off $2.2 billion +in commercial paper it has outstanding, Enron spokesman Mark +Palmer said. + + Bonds Drop + + Enron's 6 3/4 percent bonds, which mature in 2009, declined 1 +1/2 points to a bid of 84 cents on the dollar and an offer of 86 +cents. At that price, the bonds, which carry a rating of ``BBB+,'' +yield 9.53 percent. + + Investors have grown concerned that the company's credit +rating will be cut after $1.01 billion in third-quarter losses +from failed investments. Enron needs good credit to raise cash +daily to keep trading partners from demanding collateral and to +settle transactions. + + Enron's decision to tap its credit line was ``a smart +financial move,'' said Stephen Moore, a vice president at Moody's +Investors Service who follows the company. ``It took away the +hassle and time-consuming nature of rolling commercial paper and +insured access to capital.'' + + Though Enron's bonds have investment-grade ratings, their +yield at current prices is higher than those of industrial bonds +that carry junk ratings. According to Bloomberg data, companies +with ``BB'' ratings pay on average 9.16 percent to borrow for +seven years. + + A lower credit rating may also force Enron to buy back +holdings in other partnerships with its stock, diluting the value +of Enron investors' stock. + + Partnerships called Whitewing, Marlin and Yosemite own Enron +assets they bought with borrowed money. Enron sold the assets to +the partnerships to keep related debt off its books. The +partnerships plan to repay the borrowed money by selling the +assets. + + Other Liabilities + + If Enron loses investment-grade rating, the borrowed money +comes due earlier, leaving less time for the partnerships to find +the best price for the power plants and other assets. Enron would +have to make up any shortfall between what the assets would sell +for and the amount of the debt. + + One way would be issuing common shares to exchange for Enron +preferred convertible shares held by the partnerships. That would +thin out the holdings of every other investor. + + Of the two main bond-rating companies, Moody's and Fitch have +Enron on watch for possible downgrade, and Standard & Poor's +lowered Enron's long-term credit outlook to negative. Egan-Jones +Rating Co. today lowered its rating on Enron's debt to ``BB+,'' +one notch below investment grade, from ``BBB-.'' + + Enron's liabilities associated with the partnerships amount +to at least $3.3 billion, the company has said. + + Enron ousted Chief Financial Officer Andrew Fastow on +Wednesday amid a Securities and Exchange Commission inquiry into a +partnership he ran that cost the company $35 million in direct +losses. Enron also bought back 62 million shares from the +partnership, reducing shareholder equity by $1.2 billion. + + ``It looks like the guy who was supposed to do everything for +the benefit of shareholders was running partnerships for the +benefit of himself,'' Fifth Third's Cassady said. + + Jeff McMahon, head of Enron's industrial markets group, was +named CFO in a bid to restore investor confidence, Lay said in a +statement. + +--Russell Hubbard in the Princeton newsroom at 609-750-4651, or at + + +Keller Rohrback L.L.P. Investigates Potential Claims on Behalf of Enron Corp. -- ENE -- Employees and Former Employees + +10/26/2001 +Business Wire +(Copyright (c) 2001, Business Wire) + +SEATTLE--(BUSINESS WIRE)--Oct. 26, 2001--Seattle's Keller Rohrback L.L.P. is currently investigating potential ERISA claims on behalf of participants and beneficiaries of Enron's retirement and 401(k) plans. +The investigation period covers January 2000 through October 2001. The investigation focuses on concerns that, under the law interpreting ERISA, Enron and its plan administrators may have breached their fiduciary duties of loyalty and prudence by failing to disclose and inform the Plan participants and beneficiaries with respect to the use of employer stock as a Plan investment. Rather than providing complete and accurate information to the Plans' participants, it may be alleged that Enron and the plan administrators may have withheld and concealed material information, thereby encouraging participants and beneficiaries to continue to make and to maintain substantial investments in company stock and the Plans. This investigation is being conducted in light of recent events. +On Oct. 16, 2001, Enron surprised the market when it announced that the Company was taking ""non-recurring charges totaling $1.01 billion after-tax, or ($1.11) loss per diluted share,"" in the third quarter of 2001. Enron later revealed that a material portion of the charge related to the unwinding of investments with certain limited partnerships, controlled by Enron's CFO, and that the Company would be eliminating more than $1 billion in shareholder equity as a result of its unwinding of the investments. As this news began to be assimilated by the market, the price of Enron common stock dropped significantly. In addition, several recently filed securities suits allege that Enron executives engaged in extensive insider trading, gaining millions of dollars in personal proceeds. Enron retirees have lost a substantial portion of their retirement earnings due to the drop in value of their retirement assets. +If you are a member of an Enron retirement plan, wish to discuss this announcement, or have information relevant to the investigation, you may contact paralegal Liza Catabay, or any member of our team (Britt Tinglum, Liza Catabay, or Lynn Sarko) toll free at 800/776-6044, or via e-mail at investor@kellerrohrback.com. +Seattle's Keller Rohrback L.L.P. has successfully represented shareholders and consumers in class action cases for over a decade. Its trial lawyers have obtained judgments and settlements on behalf of clients in excess of seven billion dollars. + + +CONTACT: Keller Rohrback L.L.P. Liza Catabay, 800/776-6044 investor@kellerrohrback.com www.SeattleClassAction.com +15:16 EDT OCTOBER 26, 2001 +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. +" +"arnold-j/deleted_items/518.","Message-ID: <16254191.1075852708470.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 12:08:54 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Fitch Places Marlin Water Trust II & Osprey Trust I on Rtg Watch +Bloomberg, 10/26/012001-10-26 15:00 (New York) + +Enron's Debt Falls As Company Draws Down On Bank Loans +Capital Markets Report, 10/26/01 +Enron Sues Microsoft Over Failed Broadband Services Deal +Dow Jones Energy Service, 10/26/01 +ENRON UNIT TAKES HEAT POWER GROUP SAYS ENERGY FIRM FAILED BOND REQUIREMENTS +The Boston Globe, 10/26/01 +FRONT PAGE - COMPANIES & MARKETS: Enron's explanations fail to quell critics' concerns +Financial Times; Oct 26, 2001 + +Enron Bonds Fall as Company Taps $3 Bln Credit Line (Update3) +Bloomberg, 10/26/01 + +Weiss & Yourman Law Office Announces Class Action Lawsuit Against Enron Corp. +Business Wire, 10/26/01 + + + +Fitch Places Marlin Water Trust II & Osprey Trust I on Rtg Watch +2001-10-26 15:00 (New York) + +Fitch Places Marlin Water Trust II & Osprey Trust I on Rtg Watch Neg + +Fitch-NY-October 26, 2001: Fitch has placed the ratings of +Marlin Water Trust II's (Marlin II's) approximately $915 million +senior secured notes due 2003, and Osprey Trust's (Osprey's) +approximately $2.4 billion senior secured notes due 2003 on +Rating Watch Negative. The Marlin II notes and the Osprey notes +are currently rated `BBB'. This rating action follows the +placing of Enron Corp.'s ratings on Rating Watch Negative by +Fitch. + +The rating of the Marlin II notes is supported by an overfund +account (pre-funded interest) and equity commitment from Enron +in the form of mandatorily convertible preferred stock. The +overfund account is invested in Enron debt securities (rated +'BBB+', Rating Watch Negative), with payments used to service +interest to noteholders. Payment of principal ultimately relies +on Enron's obligation to remarket mandatorily convertible +preferred securities. Fitch currently rates Enron's preferred +securities 'BBB-', Rating Watch Negative. In addition, the +transaction also benefits from rights under a $125 million loan +to Azurix Europe Limited, rated `BBB+' by Fitch. + +Similarly, the rating of the Osprey I notes is based on the +support from the assets in the share trust used to support +interest payments and an equity commitment from Enron to +remarket mandatorily convertible preferred stock to fund +principal payments. The mandatorily convertible preferred stock +has been issued and is being held in the share trust. The assets +in the share trust supporting interest payments include Enron +unsecured obligations (the overfund account) as well as +quarterly dividend payments on the mandatorily convertible +preferred stock. + +While various sources of repayment exist, such as sale or +liquidation of the underlying assets or an equity offering, in +each case primary credit support is derived from the Enron +obligation to remarket mandatorily convertible preferred stock +if an amount sufficient to repay the notes has not been +deposited with the trustee the 120-day prior to the maturity +date, which is one of the Note Trigger Events. In the event that +the issuance of the preferred stock yields less than the amount +required to redeem the senior notes, Enron is required to +deliver additional shares. If Enron cannot or does not deliver +on this obligation, subject to certain standstill periods, then +the amount of the deficiency becomes a payment obligation of +Enron, representing a general unsecured claim. Additional Note +Trigger Events include a downgrade of Enron's senior unsecured +debt below investment grade by any of the major rating agencies +in conjunction with specified declines in Enron's closing stock +price over three consecutive trading days, as well as customary +events of default under the notes. It is important to note that +Enron has not verified that the underlying assets have adequate +market value to fully pay down the associated debt. + +Fitch will continue to monitor these transactions in conjunction +with the ratings of Enron, Corp. and will update investors as +appropriate. + + +Enron's Debt Falls As Company Draws Down On Bank Loans + +10/26/2001 +Capital Markets Report +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +NEW YORK -(Dow Jones)- Enron Corp.'s (ENE) bond and bank debt was quoted lower early Friday following the Houston energy giant's decision Thursday to draw down about $3 billion on its bank loan facilities. +Late Thursday, Enron said it had taken action to dispel uncertainty in the financial community. Specifically, the company said it drew on its committed lines of credit to provide cash liquidity in excess of $1 billion. +Enron's 6.4% bonds which come due in July 2006 were hovering just below 80 cents on the dollar, down from around 82 cents on Thursday. +Trading activity in investment-grade bank debt like that of Enron's isn't as active as the market for leveraged loans made to companies with less than investment-grade ratings. But fixed-income sources noted some offers Friday for Enron's bank debt at around 94 cents on the dollar, still well-above distressed levels. They add that banks may want to try to sell Enron's bank debt, which is now funded following the drawdown, but at a coupon that was negotiated several months ago. +That was well before Enron ran into its current market turmoil. Last week, the company reported a $618 million third quarter loss and $1.2 billion reduction in shareholder equity. The company has said that the Securities and Exchange Commission is conducting an inquiry into transactions it did with Andrew S. Fastow, its former chief financial officer who was replaced on Wednesday. +Moody's Investors Service rates Enron's senior unsecured debt at Baa1, though it's on review for a possible downgrade. Fitch Inc. and Standard & Poor's both rate the debt triple-B-plus. Fitch also has Enron's debt on review for a possible downgrade, while S&P changed Enron's credit outlook to negative from stable. +Enron's stock was trading at around $15.87, down 48 cents at around 12.20 p.m. EDT. +Among the Enron bank debt that comes due in May 2002 is a $1.75 billion 364-day commercial paper backstop facility. The company also has a $1.25 billion revolving facility that's due in April 2005, according to Loan Pricing Corp. in New York. +One distressed debt investor said some of the bank debt comes with a low coupon of around 55 basis points over the London Interbank Offered Rate. +Banks, the investor said, ""are funding it and not getting paid for the risk at Libor plus 55, even though it comes due in May '02,"" the investor said. +Another fixed-income official said that trading desks may start to kick the tires on Enron's bank debt, given the run of fallen angels, or investment-grade companies that have been downgraded to below investment-grade status, within the last year. Among such companies are Lucent Technologies Inc. (LU) and Xerox Corp. (XRX) +""As soon as banks have a piece of paper they never expected to be funded, it really changes their perception and some just want to get this stuff off their books,"" this person said. +Some banks, though, may not be active seller of Enron's debt given that banks' business with big investment-grade companies is relationship-driven. +""Banks are not very quick to pull out of a relationship like that,"" the fixed income official said. + +-By Joe Niedzielski, Dow Jones Newswires, 201-938-2039; joe.niedzielski@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron Sues Microsoft Over Failed Broadband Services Deal +By Michael Rieke +Of DOW JONES NEWSWIRES + +10/26/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +HOUSTON -(Dow Jones)- In a July conference call with analysts when Jeff Skilling was still chief executive of Enron Corp. (ENE), he threw out a ray of hope for his company's foundering broadband business. +Enron Broadband Services had just signed a long-term deal to provide bandwidth for MSN, Microsoft Corp.'s (MSFT) online Internet service, Skilling said. Enron would give more details on the deal later. +After three months without farther word on the deal, Enron has broken its silence by suing Microsoft. +In a suit filed Thursday in the district court of Harris County, Texas, Enron claimed Microsoft has failed to live up to terms of the deal. +The agreement, signed June 25, called for Enron Broadband to develop and provide network capacity and other services to support Microsoft's offering of high-speed Internet service, according to the lawsuit. +Microsoft was required to develop an electronic ordering and billing system for use with all regional Bell telephone companies during an initial phase of the deal, according to the lawsuit. +Microsoft has failed to provide that system and other items required in the deal, so Enron isn't required to deliver operational broadband services for the deal, the lawsuit said. + +Microsoft sent Enron a letter dated Oct. 23 saying that if Enron didn't provide an operational broadband system by Oct. 25, Enron would have breached the contract, the lawsuit said. Microsoft then would be entitled to recover damages. +The suit also said Microsoft failed to provide monthly subscriber growth forecast required by the deal. +In a third breach of the contract, the suit claimed, Microsoft made public announcements about the subject of the agreement without getting Enron's prior approval. +An Enron official told Dow Jones Newswires that Microsoft had issued a press release Oct. 15 about the service but that Enron wasn't mentioned in the release. +A Microsoft news release dated Oct. 15 announced what the company calls MSN 7, a new version of the MSN network which includes high-speed, or broadband, access to the Web. The service was to be available on Oct. 25. +The Microsoft release said MSN 7 would deliver ""state-of-the-art"" video and audio through ""dramatically improved"" broadband technology. The new service would extend MSN broadband service ""to more than 29 million households in 45 markets."" +By the end of the first quarter of 2002, the Microsoft release said, the MSN broadband service would be available to more than 90% of U.S. households capable of using high-speed digital subscriber line access. +The Enron lawsuit asked that Microsoft be declared in breach of contract. It also asked that Enron be allowed to recover unspecified damages as well as costs stemming from the lawsuit. +Neither Enron nor Microsoft have responded to requests for comment on the lawsuit. +The Microsoft deal is the second failed broadband agreement. In July 2000, Enron and Blockbuster Video, a unit of Viacom Inc. (VIA), announced a deal to deliver movies over the Internet. +That deal fell apart in March of this year when Blockbuster said Enron's fiber-optic network couldn't deliver the service on a dependable basis. Enron countered that Blockbuster couldn't deliver the quality and quantity of movies needed for a successful video-on-demand service. +-By Michael Rieke, Dow Jones Newswires; 713-547-9207; michael.rieke@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Business +ENRON UNIT TAKES HEAT POWER GROUP SAYS ENERGY FIRM FAILED BOND REQUIREMENTS +Jeffrey Krasner, Globe Staff + +10/26/2001 +The Boston Globe +THIRD +C.1 +(Copyright 2001) + +The retail sales subsidiary of Houston energy giant Enron Corp. faced expulsion last week from the New England group representing power generators, marketers and distributors. The sales unit had failed to meet bonding requirements intended to protect market participants and the group itself from unpaid bills. +ISO New England, which operates the power grid throughout the six New England states, urged Nepool, the power industry group, to ""initiate termination proceedings"" for Enron Energy Services Inc., according to a letter obtained by the Globe. +An Enron spokeswoman yesterday said the company had satisfied Nepool's requirements, and blamed the threatening letter on a series of administrative oversights, including the failure of ISO New England to warn Enron of previous instances when the bond fell below required levels. +""It was an administrative snafu,"" said Peggy Mahoney, a spokeswoman for Enron. ""It's fixed. It's no big deal. We didn't get the paperwork in [on time] because it got sent to the wrong desk. It was taken care of on Friday."" +According to the letter, a Nepool participant faces termination if it has failed to meet its bonding requirements three times over the previous 12 months. ""Having three defaults to trigger that letter does not happen frequently,"" said Ellen Foley, an ISO New England spokeswoman. In the letter, ISO's chief financial officer, Edward McKenna, said his organization ""has been in contact with Enron Energy Services through multiple telephone communications, and to date the financial assurance has not been cured."" +But Mahoney said Enron never received written notification of its previous ""financial assurance"" defaults, which were corrected almost immediately. Therefore, she said, the company was unaware that the current default was the third, which begins the expulsion proceeding. In addition, she said, the current default notice was sent to the wrong person, creating the delay that resulted in the letter. ""We're working with ISO New England to figure that out,"" she said. +The recommended termination is an embarrassment to Enron because the firm's director of state government affairs, Daniel W. Allegretti, is the chairman of Nepool's Participant Committee, which organizes and oversees the major membership meetings in the organization. +""This is not that unusual within the pool,"" said Allegretti. ""I frequently receive notices of technical defaults."" As far as posting the new bond to correct the situation, he said, ""We were two and a half days late in submitting paperwork."" +The incident also comes at a particularly sensitive time for Enron. The parent in Houston has been the subject of a financial scandal in which the firm's chief financial officer, Andrew S. Fastow, is accused of profiting from partnerships he oversaw that engaged in billions of dollars of transactions with Enron. The Securities and Exchange Commission is probing those transactions, the company said Monday. Enron placed Fastow on leave Tuesday and installed a new CFO. +Enron's stock has plunged amid ongoing revelations about the partnerships and their impact on the company's financial strength. The company reduced shareholder equity by $1.2 billion after terminating transactions by one of the partnerships that had been headed by Fastow, according to The Wall Street Journal. Enron lost $618 million in the third quarter. +Yesterday, Enron's shares closed at $16.35, down 6 cents, on volume of 39.1 million shares. +Jeffrey Krasner can be reached by e-mail at krasner@globe.com. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +FRONT PAGE - COMPANIES & MARKETS: Enron's explanations fail to quell critics' concerns +Financial Times; Oct 26, 2001 +By JULIE EARLE and SHEILA MCNULTY + +Enron has put up a page on its website of ""frequently asked questions"" in response to a barrage of analysts' enquiries following last week's controversial results announcement. +Unfortunately, the US energy group's critics have not been satisfied with the answers. Nor has Wednesday's decision to replace Andrew Fastow, its chief financial officer, quelled all investors' concerns about its highly complex financial affairs. +However, analysts are pleased that Kenneth Lay, chief executive officer, is distancing the group from Mr Fastow and his ties to controversial financing vehicle ""partnerships"". ""It is a step in the right direction and we are happy to see them move,"" says Ronald Barone of UBS Warburg. ""It's not the end of it."" +The shares, which have tumbled since last week's results, ended a shade lower yesterday, off 0.37 per cent at Dollars 16.35. But analysts warn that the shares will continue to languish well below the 52-week high of Dollars 84.87 until the group improves its transparency. +One of the frequently asked questions following Enron's results announcement on October 16 concerned ""a Dollars 1.2bn (Pounds 840m) reduction in shareholders' equity"". The Dollars 1.2bn was not explained in the news release on the results, but mentioned in passing by Mr Lay in a follow-up conference call. Many analysts confused it with a Dollars 1.01bn charge in the earnings report. +It has since been called a ""loss"" and a ""write-off"" and Enron's staff have struggled to explain it in plain language. +Enron's official position now is that the reduction in shareholders' equity related to a structured finance vehicle in which LJM, a private equity fund formed by Mr Fastow, was an investor. When the decision was made to terminate these vehicles, Enron ""recorded a Dollars 1.2bn reduction in shareholders' equity and a corresponding reduction in receivables. These adjustments were the result of Enron's termination of obligations to deliver Enron shares in future periods"". +The confusion over the Dollars 1.2bn has further undermined the credibility of Enron, which is now the subject of an unofficial inquiry by the Securities and Exchange Commission. +Analysts were upset they did not know the adjustment was in the offing and note that it could be seen as increasing the group's debt ratio, which might hurt its debt rating. +Mr Lay held an analysts' meeting to counter charges that Enron was not transparent. But this ended with demands for daily calls with outside auditors to explain its accounts. ""I find the disclosure is not complete enough for me to understand and explain all the intricacies of these transactions,"" said Goldman Sachs' David Fleischer. +Other analysts are also concerned about potential further write-offs. Salomon Smith Barney's Raymond Niles points to Enron's investments in its Dabhol Indian power plant, its South American investments, and its remaining telecoms assets. Most importantly, he says, they may include several of Enron's other off-balance-sheet vehicles. +""Frankly, we have not been able to get enough information on them to evaluate whether there is a problem with them,"" Mr Niles says. Other US energy traders have been distancing themselves from their rival. El Paso said it was facing ""a lot of questions on its accounting practices"". +Additional reporting by Julie Earle Enron in turmoil: www.ft.com/enron +Copyright: The Financial Times Limited + + +Enron Bonds Fall as Company Taps $3 Bln Credit Line (Update3) +2001-10-26 14:26 (New York) + +Enron Bonds Fall as Company Taps $3 Bln Credit Line (Update3) + + (Adds Egan-Jones lowering credit rating in 12th paragraph.) + + Houston, Oct. 26 (Bloomberg) -- Enron Corp. bonds and shares +fell after the company failed to reassure investors its bond +rating wouldn't be lowered and tapped a $3 billion credit line +because it can no longer borrow in the commercial paper markets. + + Enron's stock has fallen 52 percent in the past 10 days after +investors questioned the company's transactions with affiliated +companies run by its former chief financial officer. The stock +fell 45 cents to $15.90 in early afternoon trading today. + + ``People are questioning the credibility of management,'' +said John Cassady, who helps manage $3 billion of fixed income +assets at Fifth Third Bancorp. ``It looks like the guy who was +supposed to do everything for the benefit of shareholders was +running partnerships for the benefit of himself.'' + + Enron is shut out of commercial paper markets, where short- +term loans carry lower rates than banks offer. The company will +use its credit line to pay off $2.2 billion in commercial paper it +has outstanding, Enron spokesman Mark Palmer said. + + The company's 6 3/4 percent bonds which mature in 2009 +declined 1 1/2 points to a bid of 84 cents on the dollar and an +offer of 86 cents. At that price, the bonds, which carry a rating +of ``BBB+,'' yield 9.53 percent. + + Enron's shares have dropped as investors grew concerned that +the company's credit rating will be cut after $1.01 billion in +third-quarter losses from failed investments. Enron needs good +credit to raise cash daily to keep trading partners from demanding +collateral and to settle transactions. + + + Dilution Concerns + + Though Enron's bonds have investment-grade ratings, their +yield at current prices is higher than those of industrial bonds +that carry junk ratings. According to Bloomberg data, companies +with ``BB'' ratings pay on average 9.16 percent to borrow for +seven years. + + A lower credit rating may also force Enron to buy back +holdings in other partnerships with its stock, diluting the value +of Enron investors' stock. + + Partnerships called Whitewing, Marlin and Yosemite own Enron +assets they bought with borrowed money. Enron sold the assets to +the partnerships to keep debt related to them off its books. The +partnerships plan to repay the borrowed money by selling the +assets. + + If Enron loses investment-grade rating, the borrowed money +comes due earlier, leaving less time for the partnerships to find +the best price for the power plants and other assets. Enron would +have to make up any shortfall between what the assets would sell +for and the amount of the debt. + + One way would be issuing common shares in exchange for Enron +preferred convertible shares held by the partnerships. That would +thin out the holding of every other investor. + + Of the two main bond rating companies, Moody's Investors +Service has the company on watch for possible downgrade, and +Standard & Poor's lowered Enron's long-term credit outlook to +negative. Egan-Jones Rating Co. today lowered its rating on +Enron's debt to BB+, one notch below investment grade, from BBB-. + + Other Liabilities + + Enron's liabilities associated with the partnerships amounts +to at least $3.3 billion, the company has said. + + Enron ousted Chief Financial Officer Andrew Fastow on +Wednesday amid a Securities and Exchange Commission inquiry into a +partnership he ran that cost the company $35 million in direct +losses. Enron also bought back 62 million shares from the +partnership, reducing shareholder equity by $1.2 billion. + + Jeff McMahon, head of Enron's industrial markets group, was +named CFO in a bid to restore investor confidence, Chairman and +Chief Executive Officer Kenneth Lay said in a statement. + +--Mark Johnson in the Princeton newsroom (609) 750-4662, or at +50-4662, or at + + +Weiss & Yourman Law Office Announces Class Action Lawsuit Against Enron Corp. + +10/26/2001 +Business Wire +(Copyright (c) 2001, Business Wire) + +NEW YORK--(BUSINESS WIRE)--Oct. 26, 2001--A class action lawsuit against Enron Corp. (""Enron"" or the ""Company"")(NYSE:ENE) and certain of its officers and directors was commenced in the United States District Court for the Southern District of Texas, Houston Division, on behalf of purchasers of Enron securities. If you purchased Enron securities between January 18, 2000 and October 17, 2001, please read this notice. +The complaint charges the defendants with violations of the Securities Exchange Act of 1934. The complaint alleges that defendants failed to disclose material adverse information and misrepresented the truth about the Company and caused plaintiff and other members of the Class to purchase Enron common stock at artificially inflated prices. +This action seeks to recover damages on behalf of defrauded investors who purchased Enron securities. Plaintiff is represented by Weiss & Yourman, a law firm possessing significant experience and expertise in prosecuting class actions on behalf of defrauded shareholders in federal and state courts throughout the United States. Weiss & Yourman has been appointed by numerous courts to serve as lead counsel in class action lawsuits and in that capacity has recovered hundreds of millions of dollars on behalf of investors. +If you purchased Enron securities between January 18, 2000 and October 17, 2001, you may move the Court no later than December 21, 2001, to serve as a lead plaintiff of the class. In order to serve as a lead plaintiff, you must meet certain legal requirements. A lead plaintiff is a representative party that acts on behalf of other class members in directing the litigation. In order to be appointed lead plaintiff, the Court must determine that the class member's claim is typical of the claims of other class members, and that the class member will adequately represent the class. Under certain circumstances, one or more class members may together serve as ""lead plaintiff."" Your ability to share in any recovery is not, however, affected by the decision whether or not to serve as a lead plaintiff. You may retain Weiss & Yourman or other counsel of your choice to serve as your counsel in this action. +If you wish to receive an investor package or if you wish to discuss this action, have any questions concerning this notice or your rights or interests with respect to this matter, or if you have any information you wish to provide to us, pleas + + +contact: +Mark D. Smilow, David C. Katz, and/or James E. Tullman, (888) 593-4771 or (212) 682-3025, via Internet electronic mail at info@wynyc.com or by writing Weiss & Yourman, The French Building, 551 Fifth Avenue, Suite 1600, New York, New York 10176. +CONTACT: Weiss & Yourman Mark D. Smilow, David C. Katz, and/or James E. Tullman, 888/593-4771 or 212/682-3025 info@wynyc.com +13:06 EDT OCTOBER 26, 2001 +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +" +"arnold-j/deleted_items/519.","Message-ID: <17563654.1075852708498.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 10:02:57 -0700 (PDT) +From: fzerilli@powermerchants.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Zerilli, Frank"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Understood + + +You guys have been more than fair with us. + +-----Original Message----- +From: John.Arnold@enron.com [mailto:John.Arnold@enron.com] +Sent: Friday, October 26, 2001 12:51 PM +To: fzerilli@POWERMERCHANTS.COM +Subject: RE: + + + I am sorry you lost the trade but this is not a matter that should be + worked in the broker market nor should anybody be looking to profit +off + the situation. It is being handled directly to ensure the integity +and + liquidity in the market that is beneficial to all. + + + + + + + +********************************************************************** +This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of +the intended recipient (s). Any review, use, distribution or disclosure +by others is strictly prohibited. If you are not the intended recipient +(or authorized to receive for the recipient), please contact the sender +or reply to Enron Corp. at enron.messaging.administration@enron.com and +delete all copies of the message. This e-mail (and any attachments +hereto) are not intended to be an offer (or an acceptance) and do not +create or evidence a binding and enforceable contract between Enron +Corp. (or any of its affiliates) and the intended recipient or any other +party, and may not be relied on by anyone as the basis of a contract by +estoppel or otherwise. Thank you. +**********************************************************************" +"arnold-j/deleted_items/52.","Message-ID: <25867925.1075852689917.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 14:29:41 -0700 (PDT) +From: united3@my.mileageplus.com +To: jarnold@ei.enron.com +Subject: My Mileage Plus October - Your mileage balance and more +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: My Mileage Plus @ENRON +X-To: Ms. Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +My Mileage Plus Update - October 2001 +-------------------------------------------------------- + +Dear Ms. Arnold: + +Our October edition of My Mileage Plus gives you direct +access to the latest travel updates from United, and our +current bonus mile offers at united.com. + +Your current Mileage Plus(R) balance is 34,583 miles. +Click on the link below to read the complete edition of +My Mileage Plus. Or copy and paste this link into the +address window of your web browser. + +http://my.mileageplus.com/oct/default.asp?MT=D47DUK4B83&id=0001 + +If you're not Ms. Arnold, the link above won't work +for you. Use this one instead: + +http://my.mileageplus.com + +THIS MONTH IN MY MILEAGE PLUS + +- Get the latest flight information, airport news and +security information online. + +- Check out United's ""Back to Business"" fares, Travel +Award Sale and Double Miles offer. + +- Download our latest flight timetable at united.com. + +- Support the relief effort with a donation of miles. + +This communication is also available in a full-color +graphic format (HTML). To receive the HTML version +instead of text, simply click on the link below and +change your e-mail preference. + +http://my.mileageplus.com/oct/pref.asp?MT=D47DUK4B83&id=5000 + +-------------------------------------------------------- + +TO UNSUBSCRIBE OR UPDATE YOUR E-MAIL ADDRESS +Please do not reply to this e-mail. Mail sent to this +address cannot be answered. You have received this e-mail +because you subscribed to the Mileage Plus +Communications e-mail list. To unsubscribe, please click +on the link below and change the e-mail preferences in +your profile. + +http://www.united.com/updateprofile + +This e-mail message and its contents are copyrighted and +are proprietary products of United Airlines. + +Copyright 2001 United Air Lines, Inc. All rights reserved." +"arnold-j/deleted_items/520.","Message-ID: <14008529.1075852708521.JavaMail.evans@thyme> +Date: Fri, 26 Oct 2001 08:58:41 -0700 (PDT) +From: lenny.hochschild@enron.com +To: john.arnold@enron.com +Subject: Rasheed +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Hochschild, Lenny +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I'm gonna GETCHA" +"arnold-j/deleted_items/521.","Message-ID: <23464705.1075852708545.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 20:27:10 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: RE: what are u up to later? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +on second thought maybe i'll just bring an iv of sapphire and tonic to your desk.....buzz when u get in + +-----Original Message----- +From: Arnold, John +Sent: Thu 10/25/2001 5:42 PM +To: Fraser, Jennifer +Cc: +Subject: RE: what are u up to later? + + + +I''ll be drinking either at front porch or little woodrows + + -----Original Message----- +From: Fraser, Jennifer +Sent: Thursday, October 25, 2001 3:34 PM +To: Arnold, John +Subject: what are u up to later? +" +"arnold-j/deleted_items/522.","Message-ID: <6072528.1075852708568.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 20:22:43 -0700 (PDT) +From: jennifer.fraser@enron.com +To: john.arnold@enron.com +Subject: RE: what are u up to later? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Fraser, Jennifer +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +hope the hangover is not too bad. can we chat tomorrow...just tell me where you'll be after work i'll buy the drinks + +-----Original Message----- +From: Arnold, John +Sent: Thu 10/25/2001 5:42 PM +To: Fraser, Jennifer +Cc: +Subject: RE: what are u up to later? + + + +I''ll be drinking either at front porch or little woodrows + + -----Original Message----- +From: Fraser, Jennifer +Sent: Thursday, October 25, 2001 3:34 PM +To: Arnold, John +Subject: what are u up to later? +" +"arnold-j/deleted_items/523.","Message-ID: <21963299.1075852708591.JavaMail.evans@thyme> +Date: Thu, 25 Oct 2001 15:34:00 -0700 (PDT) +From: bob.shults@enron.com +To: john.arnold@enron.com +Subject: Specialist Term Sheet - Present to Nymex +Cc: brad.richter@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: brad.richter@enron.com +X-From: Shults, Bob +X-To: Arnold, John +X-cc: Richter, Brad +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +In our meeting with Bo last week we agreed to present our terms of being a Specialist. Attached is the document that we are going to send him subject to your review. It is similar to the document you reviewed last week. Let me know if this is ok. + + + +Bob Shults +EnronOnline LLC +Houston, Texas 77002-7361 +713 853-0397 +713 825-6372 cell +713 646-2126 +bob.shults@enron.com" +"arnold-j/deleted_items/524.","Message-ID: <4866335.1075852708618.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 15:22:24 -0800 (PST) +From: specs@wineisit.com +To: jarnold@ect.enron.com +Subject: GREAT SAVINGS FROM Spec's Wines, Spirits & Finer Foods! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""WINEISIT"" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +WineISIT.com - Member E-mail + + + + + + + + + +
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WineISIT.com Member E-mail is a special service for WineISIT.com members. If you wish to unsubscribe to this E-mail, simply click here and update your preferences on our E-mail preferences page. We'll remove you from our member E-mail list as quickly as possible. +
+ + +
+ +
+ +" +"arnold-j/deleted_items/525.","Message-ID: <16350265.1075852708644.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 11:23:52 -0800 (PST) +From: mike.grigsby@enron.com +To: john.arnold@enron.com, s..shively@enron.com, scott.neal@enron.com, + a..martin@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Grigsby, Mike +X-To: Arnold, John , Shively, Hunter S. , Neal, Scott , Martin, Thomas A. +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +I will be there. + +Grigsby + +-----Original Message----- +From: Arnold, John +Sent: Sat 10/27/2001 1:21 PM +To: Shively, Hunter S.; Neal, Scott; Grigsby, Mike; Martin, Thomas A. +Cc: +Subject: + + + +There will be a desk head mtg tomorrow, Sunday, at 3:00 on the 33rd floor per Lavorato to discuss positions and strategy. Please confirm via email. My cell # is 713 557 3330 if there are any problems. " +"arnold-j/deleted_items/526.","Message-ID: <21663486.1075852708669.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 01:12:24 -0800 (PST) +From: newsletter@nakedwomansex.com +To: john.arnold@enron.com +Subject: Protect your Privacy +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Privacy Patrol"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +Internet Eraser + + + + + + + +

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+
+
+ +" +"arnold-j/deleted_items/527.","Message-ID: <32626635.1075852708693.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 23:28:02 -0800 (PST) +From: vbz8g5@msn.com +To: 8rbg1tdd@msn.com +Subject: Now is the best time to get an account + [84uqw] +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: vbz8g5@msn.com@ENRON +X-To: 8rbg1tdd@msn.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + If you run a business or just sell your wares + Independently online or in the physical retail world + Then you have probably been wanting to accept credit Cards. + + If so please send your, + NAME: + PHONE NUMBER: + and BEST TIME TO CALL: + + And one our friendly staff will contact you to set up your +merchant account. + + Now is the best time to get an account + + * PLEASE REMEMBER YOU ARE UNDER NO OBLIGATION TO PURCHASE WHEN +RESPONDING TO THIS EMAIL * + + + + + + + TO BE REMOVED FROM OUR LISTS PLEASE REPLY WITH ""REMOVE"" IN THE SUBJECT LINE AND YOU WILL BE REMOVED + PLEASE ALLOW 48 HOURS TO BE FULLY REMOVED" +"arnold-j/deleted_items/528.","Message-ID: <9341925.1075852708715.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 21:27:26 -0800 (PST) +From: enron_update@concureworkplace.com +To: jarnold@enron.com +Subject: Expense Reports Awaiting Your Approval +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: enron_update@concureworkplace.com@ENRON +X-To: John Arnold +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The following reports have been waiting for your approval for more than 4 days. Please review. + +Owner: Justin K Rostant +Report Name: JRostant 10/24/01 +Days In Mgr. Queue: 4 +" +"arnold-j/deleted_items/529.","Message-ID: <8547533.1075852708740.JavaMail.evans@thyme> +Date: Sun, 28 Oct 2001 20:23:22 -0800 (PST) +From: no.address@enron.com +Subject: Enron in Action 10.29.01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Enron In Action@ENRON +X-To: All Enron Houston@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + +Enron in Action can be accessed through the new Community Relations web site at http://cr.enron.com/eia.html . In this week's issue you will find out information regarding: + +Enron Happenings +BEAR Holiday Fundraiser +2001 Holiday Shopping Card benefiting the American Cancer Society +Enron Kids 2001 Holiday Program +Support the Museum of Natural Science at the Crate & Barrel Opening Night Preview Party +Enron Night with the Houston Aeros +Free Carwashes for Enron Employees +American Heart Association ""Heart Walk"" + + +Enron Volunteer Opportunities +Volunteer for the 2001 Nutcracker Market ""A World of Holiday Shopping"" + +Enron Wellness +CPR/First Aid Training +Mammogram Screening +November is Lung Cancer Awareness Month + +Involved Employees +Par ""Fore"" Pets Golf Tournament + +In addition, Enron in Action is available through a channel on my.home.enron.com. To add this channel to your set-up click on the channels link at the top of the screen and under announcements check the Enron in Action box. + +If you wish to add an announcement to Enron in Action, please fill out the attached form below and submit it to mailto:eia@enron.com no later than 12 PM Thursday each week. + + " +"arnold-j/deleted_items/53.","Message-ID: <31005189.1075852689943.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 04:52:14 -0700 (PDT) +From: swl@winelibrary.com +To: jarnold@enron.com +Subject: The hottest e-mail of the year???? +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Wine Library"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +To Place an order . . . +PLEASE CALL 973-376-0005 ask for Order Dept.www.winelibrary.com +or e-mail us at swl@winelibrary.com +1. #16311 - Riecine 1999 Chianti Classico - $19.99 a bottle - (comes to $15.99 when you buy a case!) +91 Points - Wine Spectator +""Super for 1999. Beautiful aromas of plum and berry, with hints of smoky, grilled meat, brushwood and tea. Full-bodied, with big, well-integrated tannins and a long, silky-smooth, chocolaty finish. Best after 2002. 1,300 case made.""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +2. #16260 - Aldo Conterno 1997 Barolo ""Colonnello"" - $93.99 a bottle - On Sale!!! +94 Points - Wine Spectator +This wine comes in 6-pack cases +""A racy young wine, with lots of class. Very refined aromas of flowers, raspberries, plums and hints of spice. Starts slowly on the palate, then kicks in with tight and pronouncedly silky tannins. Best Colonnello ever. Best after 2005 830 cases made""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +3. #16271 - Diamond Creek 1999 Gravelly Meadow - $139.99 a bottle - On Sale!!! +This wine comes in 6-pack cases +This is a very rare wine +Diamond Creek has done it again,they have made a super wine in 1999.Look for the Gravelly Meadow to be this years top wine,the Meadow is a exploding example of what the 1999 vintage is all about.Huge massive fruit and exploding ripe tannis make this wine one of the top 1999 we tasted !Have your own tasting notes? Post your own review of this wine on Wine Library.com! +4. #16272 - Diamond Creek 1999 Volcanic Hill - $139.99 a bottle - On Sale +This wine comes in 6-pack cases +Diamond Creek has done it again,they have made a super wine in 1999.After scoring 94 points in 1998 one can only imagine the ratings these wines may score.Huge massive wine that easily can age for 20-40 years.The Volcanic Hill is a serious wine for a serious wine drinker.Have your own tasting notes? Post your own review of this wine on Wine Library.com! +5. #16273 - Diamond Creek 1999 Red Rock - $139.99 a bottle - On Sale +This wine comes in 6-pack cases +Diamond Creek has done it again,they have made a super wine in 1999.After scoring 94 points in 1998 one can only imagine the ratings these wines may score.Huge massive wine that easily can age for 20-40 years.The Red Rock is massive and exciting,blackberry,currant and cassis are all exploding on the palate.Have your own tasting notes? Post your own review of this wine on Wine Library.com! +6. #16171 - Chat St. Michelle 1998 Reserve Syrah - $28.99 a bottle - (comes to $23.19 when you buy a case!) +93 Points - Wine Spectator +This wine comes in 6-pack cases +""Chateau Ste. Michelle and its sister winery, Columbia Crest, have been fine-tuning their approaches to Syrah since 1995, and plans are to dive into production of this varietal in a big way. A ripe 1998 vintage produced a gorgeous example of what's possible in Washington with Syrah. This wine is rich and fragrant, a supple and yummy mouthful of plum, blackberry and cherry fruit that mingles on the creamy finish with hints of vanilla and exotic spices. It's beautifully made, and packed with enough flavor to develop with cellaring. Drink now through 2008. ""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +7. #15935 - Beringer 1999 Sbragia Chardonnay - $49.99 a bottle - (comes to $39.99 when you buy a case!) +94 Points - Robert Parker +""... reveals more structure than previous vintages (due to the cool growing season). Dense and thick, with an unctuous texture as well as fine underlying acidity, smoky oak, rich, leesy, hazelnut married with copious quantities of tropical fruit, and a flamboyant personality, this sensational Chardonnay should drink well for 4-5 years""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +8. #16301 - Rochioli 2000 Chardonnay - $38.99 a bottle - (comes to $31.19 when you buy a case!) +This wine comes in 6-pack cases +Many of you have been waiting for this one.Rochioli is making some of the best wines in all of California,the 2000 Chardonnay is world class.With loads of fruit,cream,butter and even butterscotch the wines complexity is overwhelming.Very limited !!!Have your own tasting notes? Post your own review of this wine on Wine Library.com! +9. #11856 - Riecine 1997 La Gioia - $52.99 a bottle (comes to $42.39 when you buy a case!) +93 Points - Wine Spectator +""Super class in a glass. Wonderful aromas of berry, cherry, raspberry and mint. Full-bodied, with very fine tannins and a long, long aftertaste of ripe fruit and mint. Best from 2000 through 2005. (1025 cases produced)""Have your own tasting notes? Post your own review of this wine on Wine Library.com! +10. #15637 - Poggio Al Sole Toscana Serraselva 1998 - $39.99 a bottle - (comes to $31.99 when you buy a case!) +95 Points - Wine Spectator +This wine comes in 6-pack cases +You heard it here first! Our own Gary Vaynerchuk also gave this wine his own 95+ rating back on June 8th! +""Glorious blackberries, currants and berries. Full-bodied and incredibly classy, with a solid palate and ultrafine tannins. Goes on and on. One of the most underrated producers in the business. Merlot and Cabernet Sauvignon. Best after 2006"" - The Wine Spectator - ""The Seraselva is 60% Merlot and 40% Cabernet Sauvignon. The wine is a full-bodied with good tannic structure. Seraselva displays aromas of cedar, cigar-box, and deep, dark fruit. The wine has powerful flavors of black currant, licorice and with strong impressions of oak. The extracted and tannic structure of this wine could benefit from bottle aging.The Seraselva was scored 93 Points by the Wine Spectator last year,this is clearly a far superior wine."" - 95+ Points - Gary Vaynerchuk (June 8, 2001)Have your own tasting notes? Post your own review of this wine on Wine Library.com! +----------------- +Last Shot Wines! size> - A key feature of our e-mail service is not only letting you know when hot, new wines come into the store . . . but also when outstanding bottles are just about to sell out. Here are three tremendous efforts that won't see much more time here!!! +1. #14740 - Chateau Pavie Macquin 1998 - $84.99 a bottle - On Sale +95 Points - Robert Parker +""Nearly exaggerated levels of intensity, extract, and richness are apparent in this opaque blue/purple-colored wine. Sumptuous aromas of blueberries, blackberries, and cherries combine with smoke, licorice, vanillin, and truffles to create a compelling aromatic explosion. The wine is fabulously dense, full-bodied, and layered, with multiple dimensions, gorgeous purity, and superbly integrated acidity as well as tannin. One of the most concentrated wines of the vintage, it possesses immense potential, but patience is requires. Anticipated maturity: 2006-2030"" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +2. #14793 - Chateau Quinault L`Enclos 1998 - $74.99 a bottle - On Sale +94 Points - Robert Parker +""An elegant as well as powerful effort, this dense ruby/purple-colored 1998 reveals notes of plums, black raspberries, vanillin, minerals, licorice, and spice. Exceptionally rich with an outstanding texture, this medium to full-bodied wine possesses a distinctive, individualistic style, largely because of its floral, blueberry fruit flavors. Although accessible, it will age for two decades. Anticipated maturity: 2002-2020."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! +3. #16109 - Antinori 1997 Badia A Passignano Chianti Classico Riserva - $37.99 a bottle - On Sale +92 Points - Robert Parker +""One of the treasures of the Piero Antinori empire. The dense ruby/purple-colored 1997 Chianti Classico Riserva is the finest wine I have tasted from this relatively new estate...medium to full-bodied and concentrated, with low acidity and ripe tannin, it is a voluptuous, pure, super-concentrated yet accessible 1997 Chianti Classico."" Have your own tasting notes? Post your own review of this wine on Wine Library.com! " +"arnold-j/deleted_items/531.","Message-ID: <25133078.1075852708795.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 05:02:26 -0800 (PST) +From: capstone@ktc.com +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 10-29-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisor"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + + - 10-29-01 Nat Gas.doc " +"arnold-j/deleted_items/532.","Message-ID: <28456328.1075852708818.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 05:28:45 -0800 (PST) +From: amy.cavazos@enron.com +To: jennifer.blay@enron.com +Subject: Re: Adjustment Check +Cc: john.arnold@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com +X-From: Cavazos, Amy +X-To: Blay, Jennifer +X-cc: Arnold, John +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +As per our conversation on Friday, I've submitted to you (per confidential interoffice mail), a check made payable to Enron North America in the amount of $9,125.00 from PMG. Please handle accordingly. Thanks." +"arnold-j/deleted_items/533.","Message-ID: <14192975.1075852708841.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 05:05:57 -0800 (PST) +From: soblander@carrfut.com +To: soblander@carrfut.com +Subject: ALL daily charts and matrices as attachments 10/29 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: soblander@carrfut.com@ENRON +X-To: soblander@carrfut.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + + + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude19.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas19.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil19.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded19.pdf + +Dec WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clz-qoz.pdf +Dec Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Dec Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Dec/May Heat Spread http://www.carrfut.com/research/Energy1/hoz-hok.pdf +Jan/Feb Heat Spread http://www.carrfut.com/research/Energy1/hof-hog.pdf +Nov Gas/Heat Spread http://www.carrfut.com/research/Energy1/hux-hox.pdf +Dec Gas/Heat Spread http://www.carrfut.com/research/Energy1/huz-hoz.pdf +Nov/Mar Unlead Spread +http://www.carrfut.com/research/Energy1/hux-huh.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG19.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG19.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL19.pdf + + + +Scott Oblander +312-762-1015 +312-762-1014 fax +Carr Futures +150 S. Wacker +Suite 1500 +Chicago, IL 60606 +" +"arnold-j/deleted_items/534.","Message-ID: <2886715.1075852708878.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 06:08:07 -0800 (PST) +From: kathie.grabstald@enron.com +To: louise.kitchen@enron.com, john.arnold@enron.com, mike.mcconnell@enron.com, + a..shankman@enron.com, s..shively@enron.com, k..allen@enron.com, + f..calger@enron.com, david.duran@enron.com, brian.redmond@enron.com, + john.thompson@enron.com, rob.milnthorp@enron.com, + wes.colwell@enron.com, sally.beck@enron.com, david.oxley@enron.com, + joseph.deffner@enron.com, shanna.funkhouser@enron.com, + eric.gonzales@enron.com, j.kaminski@enron.com, + larry.lawyer@enron.com, chris.mahoney@enron.com, + thomas.myers@enron.com, l..nowlan@enron.com, beth.perlman@enron.com, + a..price@enron.com, daniel.reck@enron.com, cindy.skinner@enron.com, + scott.tholan@enron.com, gary.taylor@enron.com, + heather.purcell@enron.com, jeff.andrews@enron.com, + lucy.ortiz@enron.com, josey'.'scott@enron.com, + kevin.mcgowan@enron.com, cathy.phillips@enron.com, + georganne.hodges@enron.com, deb.korkmas@enron.com, + kay.young@enron.com, laurie.mayer@enron.com, stanley.cocke@enron.com, + larry.gagliardi@enron.com, jean.mrha@enron.com, a..gomez@enron.com, + s..friedman@enron.com, kathie.grabstald@enron.com, + d..baughman@enron.com, tricoli'.'carl@enron.com, + ward'.'charles@enron.com, crook'.'jody@enron.com, + arnell'.'doug@enron.com, alan.aronowitz@enron.com, + neil.davies@enron.com, ellen.fowler@enron.com, + gary.hickerson@enron.com, david.leboe@enron.com, + randal.maffett@enron.com, george.mcclellan@enron.com, + stuart.staley@enron.com, mark.tawney@enron.com, m..presto@enron.com, + karin.williams@enron.com +Subject: News Deadline +Cc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: mollie.gustafson@enron.com, harder'.'laura@enron.com, ina.rangel@enron.com, + brown'.'kimberly@enron.com, tina.rode@enron.com, + michael.salinas@enron.com, pilar.cerezo@enron.com, + r..westbrook@enron.com, shirley.tijerina@enron.com, + r..shepperd@enron.com, debra.davidson@enron.com, + megan.angelos@enron.com, renee.ingram@enron.com, + cynthia.gonzalez@enron.com, nella.cappelletto@enron.com, + chantelle.villanueva@enron.com, l..miller@enron.com, + gwyn.koepke@enron.com, raymond'.'maureen@enron.com, + elsa.piekielniak@enron.com, gary.justice@enron.com, + sue.ford@enron.com, margaret.dennison@enron.com, + tammie.schoppe@enron.com, cowan'.'beth@enron.com, + katrin.haux@enron.com, jennifer.walker@enron.com, + bill.berkeland@enron.com, ralston'.'tracy@enron.com, + armstrong'.'kristy@enron.com, donna.baker@enron.com, + jennifer.burns@enron.com, j..coneway@enron.com, + shirley.crenshaw@enron.com, sarah.domonoske@enron.com, + nita.garcia@enron.com, shirley.isbell@enron.com, + j..johnston@enron.com, sunita.katyal@enron.com, + rhonna.palmer@enron.com, candace.parker@enron.com, + sharon.purswell@enron.com, a..ryan@enron.com, gloria.solis@enron.com, + marie.taylor@enron.com, r..westbrook@enron.com, judy.zoch@enron.com, + yvette.simpson@enron.com, erika.breen@enron.com, + shelia.benke@enron.com, ethan.schultz@enron.com, + martin.sonesson@enron.com, christina.valdez@enron.com, + e.taylor@enron.com, april.weatherford@enron.com, + lorna.ervin@enron.com +X-From: Grabstald, Kathie +X-To: Kitchen, Louise , Arnold, John , Mcconnell, Mike , Shankman, Jeffrey A. , Shively, Hunter S. , Allen, Phillip K. , Calger, Christopher F. , Duran, W. David , Redmond, Brian , Thompson, C. John , Milnthorp, Rob , Colwell, Wes , Beck, Sally , Oxley, David , Deffner, Joseph , Funkhouser, Shanna , Gonzales, Eric , Kaminski, Vince J , Lawyer, Larry , Mahoney, Chris , Myers, Thomas , Nowlan Jr., John L. , Perlman, Beth , Price, Brent A. , Reck, Daniel , Skinner, Cindy , Tholan, Scott , Taylor, Gary , Purcell, Heather , Andrews, Jeff , Ortiz, Lucy , 'Scott Josey' , Mcgowan, Kevin , Phillips, Cathy , Hodges, Georganne , Korkmas, Deb , Young, Kay , Mayer, Laurie , Cocke Jr., Stanley , Gagliardi, Larry , Mrha, Jean , Gomez, Julie A. , Friedman, Douglas S. , Grabstald, Kathie , Baughman, Edward D. , 'Carl Tricoli' , 'Charles Ward' , 'Jody Crook' , 'Doug Arnell' , Aronowitz, Alan , Davies, Neil , Fowler, Ellen , Hickerson, Gary , Leboe, David , Maffett, Randal , Mcclellan, George , Staley, Stuart , Tawney, Mark , Presto, Kevin M. , Williams, Karin +X-cc: Gustafson, Mollie , 'Laura Harder' , Rangel, Ina , 'Kimberly Brown' , Rode, Tina , Salinas, Michael , Cerezo, Pilar , Westbrook, Cherylene R. , Tijerina, Shirley , Shepperd, Tammy R. , Davidson, Debra , Angelos, Megan , Ingram, Renee , Gonzalez, Cynthia , Cappelletto, Nella , Villanueva, Chantelle , Miller, Michael L. , Koepke, Gwyn , 'Maureen Raymond' , Piekielniak, Elsa , Justice, Gary , Ford, Sue , Dennison, Margaret , Schoppe, Tammie , 'Beth Cowan' , Haux, Katrin , Walker, Jennifer , Berkeland, Bill , 'Tracy Ralston' , 'Kristy Armstrong' , Baker, Donna , Burns, Jennifer , Coneway, Betty J. , Crenshaw, Shirley , Domonoske, Sarah , Garcia, Nita , Isbell, Shirley , Johnston, Brenda J. , Katyal, Sunita , Palmer, Rhonna , Parker, Candace , Purswell, Sharon , Ryan, Beth A. , Solis, Gloria , Taylor, Helen Marie , Westbrook, Cherylene R. , Zoch, Judy , Simpson, Yvette , Breen, Erika , Benke, Shelia , Schultz, Ethan , Sonesson, Martin , Valdez, Christina , Taylor, Michael E , Weatherford, April , Ervin, Lorna +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + +If your team would like to contribute to this week's newsletter, please submit your BUSINESS HIGHLIGHT OR NEWS by noon Wednesday, October 31. + +Thank you! + +Kathie Grabstald +x 3-9610" +"arnold-j/deleted_items/535.","Message-ID: <30880544.1075852708902.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 06:38:33 -0800 (PST) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: CFTC Commitment of Traders - NG +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent CFTC Commitment of Traders data for Natural Gas. + +Thanks, +Mark + - CFTC-NG-10-29-01.doc " +"arnold-j/deleted_items/536.","Message-ID: <22905869.1075852708925.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 06:32:12 -0800 (PST) +From: savita.puthigai@enron.com +To: john.arnold@enron.com +Subject: RE: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Puthigai, Savita +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hi John, + +We will put something together for you by this evening. + +Savita + + -----Original Message----- +From: Arnold, John +Sent: Saturday, October 27, 2001 2:08 PM +To: Puthigai, Savita +Subject: + +Savita: +I'm going to need an additional report daily for the next couple weeks: for the top 50 counterparties a summary of total EOL volumes and phys gas volumes for average of rolling 30 days, average of rolling 5 days, and previous day with volume differentials in percent relative to 30 day average. For instance : + + +TOTAL VOLUMES + Previous day 5 day 30 day +Aquilla 240 -20% 330 +10% 300 +El Paso 275 +10% 200 -20% 250 + + +US GAS PHYS FWD FIRM <= 1 MONTH + + BUY SELL + Previous day 5 day 30 day Previous day 5 day 30 day +Aquilla 24 -20% 33 +10% 30 16 -20% 24 +20% 20 +El Paso 30 +20% 20 -20% 25 5 -50% 10 0 10 + + +Please advise how quickly you can put this together." +"arnold-j/deleted_items/537.","Message-ID: <8944752.1075852708968.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 09:34:48 -0800 (PST) +From: veronica.espinoza@enron.com +To: r..brackett@enron.com, s..bradford@enron.com, r..conner@enron.com, + genia.fitzgerald@enron.com, patrick.hanse@enron.com, + ann.murphy@enron.com, s..theriot@enron.com, + christian.yoder@enron.com, j..miller@enron.com, steve.neal@enron.com, + s..olinger@enron.com, h..otto@enron.com, david.parquet@enron.com, + w..pereira@enron.com, beth.perlman@enron.com, s..pollan@enron.com, + a..price@enron.com, daniel.reck@enron.com, leslie.reeves@enron.com, + andrea.ring@enron.com, sara.shackleton@enron.com, + a..shankman@enron.com, s..shively@enron.com, d..sorenson@enron.com, + p..south@enron.com, k..allen@enron.com, a..allen@enron.com, + john.arnold@enron.com, c..aucoin@enron.com, d..baughman@enron.com, + bob.bowen@enron.com, f..brawner@enron.com, greg.brazaitis@enron.com, + craig.breslau@enron.com, brad.coleman@enron.com, + tom.donohoe@enron.com, michael.etringer@enron.com, + h..foster@enron.com, sheila.glover@enron.com, jungsuk.suh@enron.com, + legal <.taylor@enron.com>, m..tholt@enron.com, jake.thomas@enron.com, + fred.lagrasta@enron.com, janelle.scheuer@enron.com, + n..gilbert@enron.com, jennifer.fraser@enron.com, + lisa.mellencamp@enron.com, shonnie.daniel@enron.com, + n..gray@enron.com, steve.van@enron.com, mary.cook@enron.com, + gerald.nemec@enron.com, mary.ogden@enron.com, carol.st.@enron.com, + nathan.hlavaty@enron.com, craig.taylor@enron.com, j..sturm@enron.com, + geoff.storey@enron.com, keith.holst@enron.com, f..keavey@enron.com, + mike.grigsby@enron.com, h..lewis@enron.com, + debra.perlingiere@enron.com, maureen.smith@enron.com, + sarah.mulholland@enron.com, r..barker@enron.com, + b..fleming@enron.com, e..dickson@enron.com, j..ewing@enron.com, + r..lilly@enron.com, j..hanson@enron.com, kevin.bosse@enron.com, + william.stuart@enron.com, y..resendez@enron.com, + w..eubanks@enron.com, sheetal.patel@enron.com, + john.lavorato@enron.com, martin.o'leary@enron.com, + souad.mahmassani@enron.com, m..singer@enron.com, + jay.knoblauh@enron.com, gregory.schockling@enron.com, + dan.mccairns@enron.com, ragan.bond@enron.com, ina.rangel@enron.com, + lisa.gillette@enron.com, ron'.'green@enron.com, + jennifer.blay@enron.com, audrey.cook@enron.com, + teresa.seibel@enron.com, dennis.benevides@enron.com, + tracy.ngo@enron.com, joanne.harris@enron.com, paul.tate@enron.com, + christina.bangle@enron.com, tom.moran@enron.com, + lester.rawson@enron.com, m.hall@enron.com, bryce.baxter@enron.com, + bernard.dahanayake@enron.com, richard.deming@enron.com, + derek.bailey@enron.com, diane.anderson@enron.com, + joe.hunter@enron.com, ellen.wallumrod@enron.com, bob.bowen@enron.com, + lisa.lees@enron.com, stephanie.sever@enron.com, + joni.fisher@enron.com, vladimir.gorny@enron.com, + russell.diamond@enron.com, angelo.miroballi@enron.com, + k..ratnala@enron.com, credit <.williams@enron.com>, + cyndie.balfour-flanagan@enron.com, stacey.richardson@enron.com, + s..bryan@enron.com, kathryn.bussell@enron.com, l..mims@enron.com, + lee.jackson@enron.com, b..boxx@enron.com, randy.otto@enron.com, + daniel.quezada@enron.com, bryan.hull@enron.com, + gregg.penman@enron.com, clinton.anderson@enron.com, + lisa.valderrama@enron.com, yuan.tian@enron.com, + raiford.smith@enron.com, denver.plachy@enron.com, + eric.moon@enron.com, ed.mcmichael@enron.com, jabari.martin@enron.com, + kelli.little@enron.com, george.huan@enron.com, + jonathan.horne@enron.com, alex.hernandez@enron.com, + maria.garza@enron.com, santiago.garcia@enron.com, + loftus.fitzwater@enron.com, darren.espey@enron.com, + louis.dicarlo@enron.com, steven.curlee@enron.com, + mark.breese@enron.com, eric.boyt@enron.com, l..kelly@enron.com, + cynthia.franklin@enron.com, dayem.khandker@enron.com, + judy.thorne@enron.com, jennifer.jennings@enron.com, + rebecca.phillips@enron.com, john.grass@enron.com, + nelson.ferries@enron.com, andrea.ring@enron.com, + lucy.ortiz@enron.com, a..martin@enron.com, tana.jones@enron.com, + t..lucci@enron.com, gerald.nemec@enron.com, tiffany.smith@enron.com, + jeff.stephens@enron.com, dutch.quigley@enron.com, t..hodge@enron.com, + scott.goodell@enron.com, mike.maggi@enron.com, + john.griffith@enron.com, larry.may@enron.com, + chris.germany@enron.com, vladi.pimenov@enron.com, + judy.townsend@enron.com, scott'.'hendrickson@enron.com, + kevin.ruscitti@enron.com, trading <.williams@enron.com>, + matthew.lenhart@enron.com, monique.sanchez@enron.com, + chris.lambie@enron.com, jay.reitmeyer@enron.com, l..gay@enron.com, + j..farmer@enron.com, eric.bass@enron.com, tanya.rohauer@enron.com, + sherry.pendegraft@enron.com, shauywn.smith@enron.com, + jim.willis@enron.com, l..dinari@enron.com, t..muzzy@enron.com, + stephanie.stehling@enron.com, sean.riordan@enron.com, + thomas.mcfatridge@enron.com, jason.panos@enron.com, + a.hernandez@enron.com +Subject: Credit Watch List--Week of 10/29/01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Espinoza, Veronica +X-To: Brackett, Debbie R. , Bradford, William S. , Conner, Andrew R. , Fitzgerald, Genia , Hanse, Patrick , Murphy, Melissa Ann , Theriot, Kim S. , Yoder, Christian , Miller, Mike J. , Neal, Steve , Olinger, Kimberly S. , Otto, Charles H. , Parquet, David , Pereira, Susan W. , Perlman, Beth , Pollan, Sylvia S. , Price, Brent A. , Reck, Daniel , Reeves, Leslie , Ring, Andrea , Shackleton, Sara , Shankman, Jeffrey A. , Shively, Hunter S. , Sorenson, Jefferson D. , South, Steven P. , Allen, Phillip K. , Allen, Thresa A. , Arnold, John , Aucoin, Berney C. , Baughman, Edward D. , Bowen, Bob , Brawner, Sandra F. , Brazaitis, Greg , Breslau, Craig , Coleman, Brad , Donohoe, Tom , Etringer, Michael , Foster, Chris H. , Glover, Sheila , Suh, Jungsuk , Taylor, Mark E (Legal) , Tholt, Jane M. , Thomas, Jake , Lagrasta, Fred , Scheuer, Janelle , Gilbert, George N. , Fraser, Jennifer , Mellencamp, Lisa , Daniel, Shonnie , Gray, Barbara N. , Van Hooser, Steve , Cook, Mary , Nemec, Gerald , Ogden, Mary , St. Clair, Carol , Hlavaty, Nathan , Taylor, Craig , Sturm, Fletcher J. , Storey, Geoff , Holst, Keith , Keavey, Peter F. , Grigsby, Mike , Lewis, Andrew H. , Perlingiere, Debra , Smith, Maureen , Mulholland, Sarah , Barker, James R. , Fleming, Matthew B. , Dickson, Stacy E. , Ewing, Linda J. , Lilly, Kyle R. , Hanson, Kristen J. , Bosse, Kevin , Stuart III, William , Resendez, Isabel Y. , Eubanks Jr., David W. , Patel, Sheetal , Lavorato, John , O'Leary, Martin , Mahmassani, Souad , Singer, John M. , Knoblauh, Jay , Schockling, Gregory , McCairns, Dan , Bond, Ragan , Rangel, Ina , Gillette, Lisa , 'Green, Ron' , Blay, Jennifer , Cook, Audrey , Seibel, Teresa , Benevides, Dennis , Ngo, Tracy , Harris, JoAnne , Tate, Paul , Bangle, Christina , Moran, Tom , Rawson, Lester , Hall, Bob M , Baxter, Bryce , Dahanayake, Bernard , Deming, Richard , Bailey, Derek , Anderson, Diane , Hunter, Larry Joe , Wallumrod, Ellen , Bowen, Bob , Lees, Lisa , Sever, Stephanie , Fisher, Joni , Gorny, Vladimir , Diamond, Russell , Miroballi, Angelo , Ratnala, Melissa K. , Williams, Jason R (Credit) , Balfour-Flanagan, Cyndie , Richardson, Stacey , Bryan, Linda S. , Bussell l, Kathryn , Mims, Patrice L. , Jackson, Lee , Boxx, Pam B. , Otto, Randy , Quezada, Daniel , Hull, Bryan , Penman, Gregg , Anderson, Clinton , Valderrama, Lisa , Tian, Yuan , Smith, Raiford , Plachy, Denver , Moon, Eric , McMichael Jr., Ed , Martin, Jabari , Little, Kelli , Huan, George , Horne, Jonathan , Hernandez, Alex , Garza, Maria , Garcia, Santiago , Fitzwater, Loftus , Espey, Darren , Dicarlo, Louis , Curlee, Steven , Breese, Mark , Boyt, Eric , Kelly, Katherine L. , Franklin, Cynthia , Khandker, Dayem , Thorne, Judy , Jennings, Jennifer , Phillips, Rebecca , Grass, John , Ferries, Nelson , Ring, Andrea , Ortiz, Lucy , Martin, Thomas A. , Jones, Tana , Lucci, Paul T. , Nemec, Gerald , Smith, Tiffany , Stephens, Jeff , Quigley, Dutch , Hodge, Jeffrey T. , Goodell, Scott , Maggi, Mike , Griffith, John , May, Larry , Germany, Chris , Pimenov, Vladi , Townsend, Judy , 'Hendrickson, Scott' , Ruscitti, Kevin , Williams, Jason (Trading) , Lenhart, Matthew , Sanchez, Monique , Lambie, Chris , Reitmeyer, Jay , Gay, Randall L. , Farmer, Daren J. , Bass, Eric , Rohauer, Tanya , Pendegraft, Sherry , Smith, Shauywn , Willis, Jim , Dinari, Sabra L. , Muzzy, Charles T. , Stehling, Stephanie , Riordan, Sean , McFatridge, Thomas , Panos, Jason , Hernandez, Jesus A +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Attached is a revised Credit Watch listing for the week of 10/29/01. Please note that Co-Steel, Inc. was placed on ""Call Credit"" this week. +If there are any personnel in your group that were not included in this distribution, please insure that they receive a copy of this report. +To add additional people to this distribution, or if this report has been sent to you in error, please contact Veronica Espinoza at x6-6002. + +For other questions, please contact Jason R. Williams at x5-3923, Veronica Espinoza at x6-6002 or Darren Vanek at x3-1436. + + + +" +"arnold-j/deleted_items/538.","Message-ID: <10597614.1075852708995.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 11:50:33 -0800 (PST) +From: feedback@intcx.com +To: iceuserslist@list.intcx.com +Subject: WTI Bullet / Brent Bullet - Update to ICE Portfolios +Cc: sales@intcx.com, icehelpdesk@intcx.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +Bcc: sales@intcx.com, icehelpdesk@intcx.com +X-From: IntercontinentalExchange +X-To: iceuserslist@list.intcx.com +X-cc: sales@intcx.com, icehelpdesk@intcx.com +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +Oil Traders: Effective Monday October 29, IntercontinentalExchange will lis= +t the prompt four months for the WTI bullet/Brent bullet. These new strips= + will need to be manually entered into portfolios. + +API Developers: The new product ID for the Crude Diff WTI bullet/Brent bul= +let is 171. The old product ID for this market was 18. + +Please call the ICE 24 hour Help Desk with any questions 770 738 2101. + + + + + + + + + + = + = + = + = + = + = + = + = + = + = + = + = + = + =20 + = + = + = + = + = + = + = + = + = + = + = + = + = + " +"arnold-j/deleted_items/539.","Message-ID: <7173787.1075852709051.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 10:21:49 -0800 (PST) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09Quote.com =09 Log In | Sign Up | Account Mgt. | Insight Center= + =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= +E]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 +[IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 + + +[IMAGE]=09 My Portfolio | LiveCharts | Stocks | News | Msg Board= +s | Markets | Funds | IPO | Options =09[IMAGE]=09 + + +[IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 +[IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= + link for the most current information.=09[IMAGE]=09 + + +=09=09=09=09[IMAGE]=09=09=09=09 +=09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,331.92[I= +MAGE]213.25-2.23% NASDAQ1,726.07[IMAGE]42.89-2.42% S?5001,085.03[IMAGE]19.5= +8-1.77% 30 Yr52.42[IMAGE]0.27-0.51% Russell433.81[IMAGE]4.84-1.10%- - - - -= + MORE [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE]= + [IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/30 Con= +sumer Confidence 10/31 Chain Deflator-Adv. 10/31 GDP-Adv. 10/31 Chicago PMI= + 11/01 Auto Sales - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAGE]Qcharts = +=09[IMAGE]=09 +=09=09 =09 Quote of the Day =09=09=09 Life is an illusion. You are wh= +at you think you are.: Yale Hirsch =09[IMAGE]=09 +[IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/29/2001 13:19 = +ET Symbol Last Change % Chg [IMAGE] GRIC1.82[IMAGE]0.5947.96%[IMAGE] ARI= +A4.57[IMAGE]1.400544.17%[IMAGE] SGI1.95[IMAGE]0.5842.33%[IMAGE] CYLK1.80[IM= +AGE]0.4533.33%[IMAGE] FTEK3.99[IMAGE]0.9732.11%[IMAGE] NTGX1.55[IMAGE]0.332= +7.04%[IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. ot= +herwise.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of the= + Day! Q. Andrew Chan asks, ""Why should one choose the traditional tax defer= +red vehicle like Roth or 401K over an Annuity for retirement?""Each of the r= +etirement vehicles you mentioned- Roth IRA, 401(k), annuity- have different= +........ MORE [IMAGE] Do you have a financial question? Ask our editor -= + - - - - VIEW Archive [IMAGE] [IMAGE] [IMAGE]=09 =09=09=09=09[IMAGE] = + [IMAGE] Market Outlook Don't Feed the Bears By:Adam Martin Stocks = +continue to slip as we get the afternoon rolling as DJIA component Boeing t= +umbles, having lost the multi-billion dollar military contract to rival Loc= +kheed. Techs have again been showing strength so far, with the NASDAQ givi= +ng back just 25 points at this hour. There is sentiment among analysts that= + momentum, upward for the past month, is still strong, pointing to the last= + couple of sessions where the market overcame a weak early showing. Noneth= +eless, a pause in the rally would not be surprising at this point as trader= +s may be likely to do some profit taking and lock in some gains. The marke= +t has thus far resisted downward pressures of bioterrorism fears and the co= +st of military action, and although those remain factors on Wall Street's c= +ollective mind, analysts don't feel any dip today will result. - - - - - M= +ORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 + + + =09 [IMAGE] Today's Feature - Monday Do you need Insurance? Get q= +uotes right now for Auto, Home, Health and Life Insurance. It is quick an= +d easy! Visit the Insurance Center . [IMAGE] [IMAGE]=09 =09 [IMAGE] = + Stocks to Watch GM to Sell Hughes to EchoStar The company that runs th= +e Dish Network is poised to become the nation's leading provider of home sa= +tellite TV service after reaching a deal to acquire rival DirecTV from Gene= +ral Motors Corp. United Replacing Embattled Leader United Airlines hopes a= + midcourse correction in top management will help the airline regain the sh= +aken confidence of investors, passengers and employees. Lockheed Wins $200= +B Fighter Jet Deal Lockheed Martin Corp. landed the Pentagon's largest-ev= +er contract, a deal worth at least $200 billion that will make the company = +the nation's premier builder of jet fighters. FedEx sees earnings above Wa= +ll Street forecasts No. 1 express shipper FedEx Corp. (NYSE:FDX) on Mond= +ay said its fiscal second-quarter earnings would surpass most Wall Street f= +orecasts but still be down from a year ago as freight revenue gains and cos= +t controls mitigate losses associated with the Sept. 11 attacks. News Corp= + withdraws bid for GM's Hughes Rupert Murdoch's News Corp (NYSE:NWS)(AUS= +:NCP) said on Saturday it was withdrawing its proposal to take over satelli= +te television company Hughes Electronics Corp (NYSE:GMH)., after Hughes par= +ent, General Motors Corp (NYSE:GM)., failed to choose a buyer at its board = +meeting earlier in the day. - - - - - MORE Breaking News [IMAGE] [IMAGE] = + [IMAGE]=09[IMAGE]=09 + =09=09=09 [IMAGE] Your Watch List News GRIC News GRIC Offers Prep= +aid Wireless Service to Network and Corporate Customers Through MIND CTI; A= +greement Enables GRIC to Offer Payment Options Critical to Key Markets Bus= +inessWire: 10/29/2001 08:15 ET China Unicom to Offer GRIC Remote Access for= + Secure, Reliable Internet Roaming to Its Customer Base of Leading Enterpri= +ses and Consumers Throughout Asia BusinessWire: 10/25/2001 08:08 ET GRIC A= +nnounces Third Quarter 2001 Net Loss Per Share Beats First Call Estimates = +BusinessWire: 10/24/2001 16:21 ET - - - - - MORE [IMAGE] ARIA News U.S. s= +tocks slump, Boeing erodes last week's gains Reuters: 10/29/2001 12:24 ET = +Ariad Pharma shares soar on cancer drug discovery Reuters: 10/29/2001 10:1= +0 ET Discovery of Potent Inhibitors of Oncogenic Cell Signaling to Treat Ca= +ncer Announced by ARIAD At International Cancer Therapeutics Conference Bu= +sinessWire: 10/29/2001 07:31 ET - - - - - MORE [IMAGE] SGI News Alias/Wav= +efront Announces mental ray for Maya; Optional, Integrated Plug-in Renderer= + to Ship December, 2001 BusinessWire: 10/29/2001 09:06 ET SGI Federal, U.S= +. Air Force Space Warfare Center Sign Cooperative Research And Development = +Agreement PR Newswire: 10/29/2001 09:04 ET SGI Technology Helps Lockheed M= +artin Secure $200 Billion Joint Strike Fighter Contract PR Newswire: 10/26= +/2001 18:40 ET - - - - - MORE [IMAGE] CYLK News Cylink and Lockheed Marti= +n Join With the FBI to Host Network Security Briefing for Silicon Valley Se= +nior Executives BusinessWire: 10/24/2001 20:50 ET New Cylink Frame Encrypt= +or is Industry's Fastest BusinessWire: 10/23/2001 08:08 ET Computer secur= +ity stocks rally on earnings, outlook Reuters: 10/18/2001 17:19 ET - - - -= + - MORE [IMAGE] FTEK News Fuel-Tech N.V. to Webcast Third Quarter Results= + BusinessWire: 10/26/2001 10:02 ET Fuel-Tech N.V. Announces Michael Derga= +nce as General Manager, Software Products; Engineering Software Veteran to = +Spearhead Units' Sales Efforts BusinessWire: 10/26/2001 08:01 ET Fuel-Tech= + N.V. Announces Successful Demonstration of Its Proprietary Targeted-In-Fu= +rnace Injection Technology On PacifiCorp's Western Coal-fired 460MW Hunter= + Unit BusinessWire: 10/04/2001 07:19 ET - - - - - MORE [IMAGE] NTGX News= + SPSS Inc. to Acquire NetGenesis Corp.; Merger of Industry Leaders Combines= + Online and Offline Analytics for Enterprise-Wide Analytic CRM Solutions B= +usinessWire: 10/29/2001 08:28 ET SPSS says to buy NetGenesis for $44.6 mln = + Reuters: 10/29/2001 03:41 ET SPSS Inc. to Acquire NetGenesis Corp.; Merge= +r of industry leaders combines online and offline analytics for enterprise= +-wide analytic CRM solutions BusinessWire: 10/29/2001 02:01 ET - - - - - M= +ORE [IMAGE] [IMAGE]=09 =09 + +[IMAGE] +[IMAGE]=09You are subscribed to this newsletter as jarnold@enron.com U N S= + U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= +ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= +iving this newsletter, send an e-mail to: cancel-Quote@mailbox.lycos.com . = +Please include only your email address in the subject line of the email. Yo= +u can also change your subscription status here: http://ldbauth.lycos.com/= +cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= +----------- If you've received this e-mail from a friend and wish to be on = +the Daily Quote mailing list, please go to http://finance.lycos.com and re= +gister to become a Member of Quote and the Lycos Network. =09 + + +=09 =09 +[IMAGE]=09 =09 +[IMAGE]Site Map | Help | Feedback | About Terra Lycos | Jobs | Adverti= +se | Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= +ved. Lycos + is a registered trademark of Carnegie Mellon University. Privacy Policy -= + Terms & Conditions " +"arnold-j/deleted_items/54.","Message-ID: <3896461.1075852689967.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 05:46:09 -0700 (PDT) +From: msagel@home.com +To: john.arnold@enron.com +Subject: Re: Natural +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Mark Sagel"" @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John: + +Natural is overbought on a short-term basis but my analysis has not produced +any daily strength patterns, which normally indicates the rally has more to +go. I will not see a daily strength pattern until Monday at the earliest. +Potential for Nov. gas to see 249 - 258 into next week. Look for market to +continue higher for awhile longer. +----- Original Message ----- +From: +To: +Sent: Thursday, October 04, 2001 5:30 PM +Subject: RE: Natural + + +> what do you think now? +> +> +> +> ********************************************************************** +> This e-mail is the property of Enron Corp. and/or its relevant affiliate +and may contain confidential and privileged material for the sole use of the +intended recipient (s). Any review, use, distribution or disclosure by +others is strictly prohibited. If you are not the intended recipient (or +authorized to receive for the recipient), please contact the sender or reply +to Enron Corp. at enron.messaging.administration@enron.com and delete all +copies of the message. This e-mail (and any attachments hereto) are not +intended to be an offer (or an acceptance) and do not create or evidence a +binding and enforceable contract between Enron Corp. (or any of its +affiliates) and the intended recipient or any other party, and may not be +relied on by anyone as the basis of a contract by estoppel or otherwise. +Thank you. +> **********************************************************************" +"arnold-j/deleted_items/540.","Message-ID: <8773180.1075852709179.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 13:10:30 -0800 (PST) +From: messenger@directtrak.com +To: jarnold@enron.com +Subject: dot.commodore e-mail newsletter +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Vanderbilt University @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE]=09 + Vol. 1, No. 5 "" October 2001 Table of Contents Alumni News Campus News V= +anderbilt in the News Research at Vanderbilt Sports News Alumni Club Happen= +ings Alumni News Alumni Enjoy Homecoming 2001 The rainy weather didn't= + dampen the spirits of Commodore alumni returning to campus for Homecoming= + 2001, October 12-13. Hundreds of alumni and guests attended the tradition= +al parade, the pre-game tailgate, the big game, educational events, and th= +e annual Young Alum Bash. Read more about the weekend and check out photos= + at the link above. The next Reunion and Homecoming weekend is October 25-= +26, 2002, so mark your calendars now. AVBA Members Gather, Elect New Lead= +ers Members of the Association of Vanderbilt Black Alumni met at the Bisho= +p Joseph Johnson Black Cultural Center after the Homecoming game to visit = + with old friends and announce the new club officers for the coming year. = +Many alumni returned for the open house reception and to congratulate the = +newly elected AVBA officers. For more information about AVBA and the elect= +ions, click on the link above or e-mail carolyn.t.dunlap@vanderbilt.edu. = +Campus News Saint on Campus THE TENNESSEAN--Academy Award-winning actres= +s Eva Marie Saint and her husband, actor-director Jeffrey Hayden, were on = +campus in mid-October as part of the Fred Coe Artist-in-Residence program.= + Saint and Hayden gave master classes for theater department students for = +a week. Past theater artists in the Fred Coe program have included Olympia= + Dukakis, Karl Malden, Fiona Shaw and Nashville actor Barry Scott. Saint w= +on the Oscar as best supporting actress in the 1954 Elia Kazan classic, ""O= +n the Waterfront,"" opposite Marlon Brando. Vanderbilt Adopts Anti-Sweats= +hop Position Vanderbilt University has announced steps designed to ensure = +that no officially licensed apparel bearing the University's name or logos= + is produced under conditions that violate basic workers' rights. In annou= +ncing the University's anti-sweatshop position, Chancellor Gordon Gee said= + Vanderbilt would seek membership in both the Fair Labor Association and W= +orkers Rights Consortium, two organizations that monitor and protect the r= +ights of workers worldwide. Vanderbilt Transplant Center Among Top Choice= +s in Recent Survey For the second year in a row, the Vanderbilt Transplant= + Center has been among the top choices for clients of transplant services = +across the country. In a recent United Resources Networks survey, Vanderbi= +lt University Medical Center ranked No. 2 for both administrative ease and= + communications. Last year, the center was No. 1 in both of these categori= +es. Lilly Endowment Grant to Aid Vanderbilt's Kelly Miller Smith Institut= +e, American Baptist College THE TENNESSEAN--American Baptist College and= + Vanderbilt Divinity School's Kelly Miller Smith Institute have received a= +n $841,000 grant from the Lilly Endowment to train African-American congre= +gations in theology and social activism. The grant, which will be spread o= +ut over three years, expands American Baptist College's extension program = +that exists at 33 training centers, mostly in local churches. The Smith In= +stitute promotes theological reflection about the role of the black church= + in society. Angels and Devils Comprise Exhibit of Rare Books at Heard Lib= +rary Books about witches, witchcraft, magic and occult sciences, many of wh= +ich have survived multiple attempts at book burnings since their publicati= +on, are among those featured in a new exhibit at the Jean and Alexander He= +ard Library. ""Angels and Devils: Religious and Secular Texts from the Spe= +cial Collections Vault"" also includes several rare copies of religious tex= +ts. The exhibit is open weekdays from 9 am to 4 pm through Dec. 31. For mo= +re information, call 615-322-2807. Bill and Melinda Gates Foundation Award= +s Grant to Peabody College The Bill & Melinda Gates Foundation has awarded = +a three-year, $2.7 million grant to Vanderbilt University's Peabody Colleg= +e to provide leadership and technology training to about 1,800 school prin= +cipals and superintendents across the state of Tennessee. The award to Van= +derbilt is part of the $100 million State Challenge Grants for Leadership = +Development program set up by the Gates Foundation. Vanderbilt Professor= +s Receive Grant to Study and Improve Special Education The U.S. Department = +of Education has announced more than $8.7 million in awards to establish n= +ine centers devoted to studying and improving special education. The cente= +rs, at eight universities, will concentrate on reading skills, behavior an= +d learning disabilities. Professors Doug Fuchs and Dan Reschly of Vanderbi= +lt University were awarded a total of $700,000. Vanderbilt in the News B= +aby Saved Amid Terrorist Attacks ABC NEWS.COM--When federal aviation offic= +ials ordered all commercial flights nationwide grounded after terrorists s= +truck New York and Washington Sept. 11, one family in Texas feared their i= +nfant daughter would die as a result. Six-month-old Kareena lay dying in a= + Houston hospital, awaiting the commercial flight that was supposed to bri= +ng her a new liver that would save her life. Hundreds of miles away at Van= +derbilt University Medical Center in Tennessee, Dr. Ravi Chari listened to= + radio reports about the World Trade Center and the Pentagon as he removed= + a donor's liver in preparation for Kareena's transplant. Retired Profes= +sor Keeps Up With Religion THE TENNESSEAN--For some reason, it's hard to f= +ind people in Nashville who know much about religion other than their own.= + Charles Hambrick has always been an exception. For 25 years, he taught wo= +rld religions at Vanderbilt University. He can still be found at any serio= +us interfaith study group in town, no matter how small. Business Leaders= + Shown Metro Schools Need Their Help THE TENNESSEAN--A school busload of b= +usiness and community leaders were impressed recently with Metro's new Max= +well Elementary, but they also got a reality check on its needs. At Maxwel= +l the gleaming hallways still smell new and teachers are pleased with spac= +ious, well-lighted classrooms. But computers are scarce, and many library = +shelves are still empty. That's the sort of true-life picture that the Nas= +hville Area Chamber of Commerce wants business people and community leader= +s to understand. New Metro Schools Director Pedro Garcia joined Mayor Bill= + Purcell, Vanderbilt Chancellor Gordon Gee and other leaders for the trip.= + Vanderbilt Physician Writes Book of Personal Essays THE NASHVILLE BUSI= +NESS JOURNAL--Nashville physician and philanthropist Frank Boehm is gettin= +g personal. The Vanderbilt doctor has authored a book titled ""Doctors Cry,= + Too: Essays from the Heart of a Physician."" Boehm's point of view on subj= +ects such as strength and courage, faith, humor, forgiveness, death and dy= +ing, parenting and the physician/patient bond is addressed in the collecti= +on of essays. Research at Vanderbilt Military Kids Looking Sharper USA = +TODAY--Students at Department of Defense schools outscore their public sch= +ool peers on standardized tests, regardless of race, family income and par= +ents' educational levels, according to a recent study. ""It's the best-kept= + secret in Washington,"" says Claire Smrekar, lead researcher for the study= + commissioned by the National Education Goals Panel, a body of federal and= + state officials who monitor schools. The yearlong study by the Peabody Ce= +nter for Education Policy at Vanderbilt looked at 1998 test results of the= + National Assessment of Educational Progress, a congressionally mandated e= +xam popularly called the Nation's Report Card, and the SAT college entranc= +e exam. Laughter Still the Best Medicine SCIENCE DAILY MAGAZINE--Humans= + have many ways to express themselves, but one of the most enjoyable and m= +ysterious is laughter. While scientists have thoroughly researched many ot= +her human sounds, such as singing and talking, remarkably little is known = +about the acoustics of laughter. Seeking to rectify this, Vanderbilt psych= +ology professor Jo-Anne Bachorowski and Cornell psychology professor Micha= +el Owren studied 1,024 laughter episodes from 97 young adults as they watc= +hed funny video clips from films such as ""When Harry Met Sally"" and ""Monty= + Python and the Holy Grail."" The surprising results were published in the = +September issue of the ""Journal of the Acoustical Society of America."" Ne= +w Clues to the Location of Visual Consciousness A new test that measures = +what people see when viewing discordant images in each eye has produced im= +portant new clues about the location of the brain activity underlying visu= +al consciousness. Exploring the Interactions of Light and Matter Researc= +hers at Vanderbilt's Free-Electron Laser Center are developing new kinds o= +f laser surgery, creating a better X-ray source for mammography and findin= +g faster ways to identify proteins. A multimedia feature uses animations, = +videos, photos and text to describe center research. Sports News Commodor= +e Recruit Looks Forward to SEC THE TENNESSEAN--Bryson Krueger, a shooting= + guard from Phoenix who committed to the Vanderbilt men's basketball team = +recently, made a splash at the Adidas Big Time Tournament and is aiming fo= +r the big time. Krueger said one of the things that attracted him to Vande= +rbilt was the opportunity to play in the Southeastern Conference. Commodo= +res Get Big Center from Philadelphia THE PHILADEPHIA DAILY NEWS--Who says= + homework has to be limited to math, English, science, etc? Not Ted Skucha= +s. A 6-11, 240-pound senior center at Germantown Academy, Skuchas does won= +derfully in all of the traditional subjects. He also earned an A-plus in a= + course he just completed: How to Make an Intelligent Decision for Academi= +c and Basketball Futures. With family and school friends happily looking o= +n, Skuchas recently put on a baseball cap to reveal Vanderbilt will be his= + college destination. Vanderbilt Baseball Team Gets Commitment From Top P= +itcher THE TENNESSEAN--Vanderbilt baseball has gotten a commitment from Bl= +ake Owen, a 6-3, 195-pound senior right-hander from East Robertson High Sc= +hool. Owen, who last season had an 0.90 earned run average and struck out = +118 batters in 59 innings, has been rated the No. 4 prospect in Tennessee = + and No. 81 nationally by ""Baseball America."" State Champion Golfer To Si= +gn with Vanderbilt THE TENNESSEAN--May Wood, a three-time winner of the Di= +vision II TSSAA state golf tournament from Baylor High School in Chattanoo= +ga, verbally committed to Vanderbilt recently. Among the nation's top high= + school prospects, Wood turned down scholarship offers from North Carolina= +, Florida and Alabama. She will sign with Vanderbilt during the signing pe= +riod that begins Nov. 14. Alumni Club Happenings The Nashville Vanderbi= +lt Club tipped its hat to William Shakespeare as it celebrated Vanderbilt = +University Theatre's 25th season at Neely Auditorium, Oct. 7. More than 90= + alumni and guests attended ""Brunch with the Bard"" on Alumni Lawn. The eve= +nt featured a presentation by Mark Cabus, a leading authority on Shakespea= +re and classical literature. Afterwards the group enjoyed Vanderbilt's pro= +duction of ""The Comedy of Errors,"" followed by a visit with the director a= +nd cast. The Washington, D.C., Vanderbilt Club was one of 12 Southeastern = + Conference alumni groups who participated in this year's capital kick-off = + Sept. 14. The event, held every year in conjunction with the beginning of= + the college football season, took place at the Hard Rock Caf?. Atlanta = +area alumni and friends spent a rewarding day helping out their home city = +in Vanderbilt's name. The group participated in the annual ""Hands on Atlan= +ta Day,"" Oct. 6, by cleaning up trails and working on landscape needs at M= +urphy Candler Park. Los Angeles and Orange County alumni got together for = +a pre-performance picnic dinner and then enjoyed the Hollywood Bowl Orches= +tra's grand finale show of the season, Sept. 16. The show featured splendi= +d music from Hollywood, Broadway and the performing arts. The good times = +rolled in New Orleans when the Vanderbilt Club gathered for a wine tasting= + Oct. 4. Alumni enjoyed the ""fruits of the vine"" while receiving instructi= +on from wine experts. Dallas Vanderbilt alums who couldn't make it to camp= +us for Homecoming 2001 had their own homecoming celebration in Dallas. The= + club hosted a football watching party at the McKinney Avenue Tavern, Oct.= + 13. The University of Georgia Alumni Club of Dallas joined the VU fans to= + add a little competitive spirit to the afternoon. The Dores are on the r= +oad! The Charlotte, N.C., Vanderbilt club caravanned to the VU-South Ca= +rolina football game Oct. 20. .commodore e-news is published monthly by = +the Division of Institutional Planning and Advancement, Vanderbilt Univers= +ity, from editorial and business offices at the Baker Building, Suite 1000= +, 110 21st Ave. S., Nashville, TN 37203. Phone: 615-322-2601. Fax: 615-343= +-8547. E-mail: Lew.Harris@vanderbilt.edu . Co-editors: Joanne Beckham and = +Lew Harris. Design/development: Arlene Samowich Production: Samantha Fortn= +er =09 + + +If you do not wish to receive future Emails from Vanderbilt University, pl= +ease CLICK HERE =20 +[IMAGE]" +"arnold-j/deleted_items/541.","Message-ID: <12669998.1075852709355.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 16:01:54 -0800 (PST) +From: joey.taylor@enron.com +To: john.arnold@enron.com, bilal.bajwa@enron.com, john.griffith@enron.com, + george.huan@enron.com, mike.maggi@enron.com, larry.may@enron.com, + hal.mckinney@enron.com, errol.mclaughlin@enron.com, + dutch.quigley@enron.com, sean.riordan@enron.com, + joey.taylor@enron.com, dan.thibaut@enron.com +Subject: TRV Notification: (NG - Price P/L - 10/29/2001) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Taylor, Joey +X-To: Arnold, John , Bajwa, Bilal , Griffith, John , Huan, George , Maggi, Mike , May, Larry , McKinney, Hal , McLaughlin Jr., Errol , Quigley, Dutch , Riordan, Sean , Taylor, Joey , Thibaut, Dan +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +The report named: NG - Price P/L , published as of 10/29/2001 is now available for viewing on the website." +"arnold-j/deleted_items/542.","Message-ID: <8246769.1075852709403.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 14:47:22 -0800 (PST) +From: courtney.votaw@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Votaw, Courtney +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +USA: WRAPUP 1-Credit quality in broad decline as defaults soar. +Reuters English News Service- 10/29/01 +USA: U.S. firms say deals with Enron at normal levels. +Reuters English News Service- 10/29/01 + +Enron Bonds Stabilize But Market Players Are Concerned +Capital Markets Report- 10/29/01 +Enron's stock continues slide on credit woes +Associated Press Newswires- 10/29/01 + +UK: UK power mkt focuses on prompt after low peak deal. +Reuters English News Service- 10/29/01 +USA: UPDATE 2-Enron says in talks with banks for new credit line. +Reuters English News Service- 10/29/01 + +USA: TRADE IDEA-Junk rating not likely for Enron. +Reuters English News Service- 10/29/01 +USA: Enron shares drop to near seven-year lows. +Reuters English News Service- 10/29/01 + +Enron long-term ratings all placed on review for downgrade - Moody's +AFX News- 10/29/01 +Enron Shares Fall After Moody's Cuts Credit Rating (Update6) +Bloomberg- 10/29/01 + +Enron's Lenders to Demand Harsher Terms, Analysts Say (Update2) +Bloomberg- 10/29/01 + +Enron Credit Cut by Moody's; CP Rating Put on Review (Update3) +Bloomberg- 10/29/01 + +Enron May Be Royal Dutch/Shell Takeover Target, Newsletter Says +Bloomberg- 10/29/01 + +Insiders at Electric Utilities Showing Their Faith +TheStreet.com- 10/29/01 + +A Debacle Like Enron's Can Undermine the Entire Market +RealMoney.com- 10/29/01 + +Moody's downgrades Enron's debt +Enron asking banks for more credit=20 +CBSMarketWatch.com- 10/29/01 +Enron Goes Begging=20 +Forbes.com- 10/29/01 +In these challenging times, Enron deserves our thanks +Houston Chronicle- 10/29/01 + + +USA: WRAPUP 1-Credit quality in broad decline as defaults soar. + +10/29/2001 +Reuters English News Service +(C) Reuters Limited 2001. +(Wraps FINANCIAL-CREDITQUALITY-MOODYS and FINANCIAL-DEFAULTS-S&P)=20 +By Jonathan Stempel +NEW YORK, Oct 29 (Reuters) - Corporate credit quality will likely grow much= + worse before it gets better, and about $100 billion of corporate debt will= + likely go into default this year as the United States heads into recession= +, according to reports issued on Monday by two top credit rating agencies.= +=20 +Moody's Investors Service said it put ratings on review for downgrade for 1= +22 U.S. companies with $543 billion of debt in the third quarter, dwarfing = +the 22 companies with $66 billion of debt it put on review for upgrade. Rev= +iews are a leading indicator of the direction of corporate credit.=20 +""A wide excess of rating reviews for downgrade over upgrades in the third q= +uarter suggests credit deterioration will persist at least into early next = +year,"" said John Puchalla, Moody's senior economist.=20 +Meanwhile, Standard & Poor's said more than 200 companies will default on a= +bout $100 billion of debt this year, compared with 117 defaulting on a reco= +rd $42.3 billion in 2000.=20 +It said the default rate for junk bonds - those rated ""BB-plus"" or lower by= + S&P and ""Ba1"" or lower by Moody's because of their credit risks - will rea= +ch 9.4 percent by year end. Moody's forecasts a 10 percent rate.=20 +""The U.S. economy is clearly in a recession,"" said S&P Chief Economist Davi= +d Wyss in a statement. ""Although Standard & Poor's expects it to be relativ= +ely mild and end in early 2002, the risk of a longer and deeper downturn is= + high.""=20 +Both agencies said the Sept. 11 attacks contributed to a deepening of a thr= +ee-year slump in corporate credit quality. Moody's blamed 38 reviews for do= +wngrade in September alone on the attacks.=20 +COSTS RISE, PROTECTION WEAKENS=20 +U.S. corporate credit quality is falling for many reasons.=20 +These include the weakening economy, the inability of many marginal compani= +es to raise cash at tolerable interest rates, share buybacks, debt-financed= + merger activity, and fallout from the attacks on such industries as airlin= +es, insurance and travel.=20 +""Many companies in financial difficulties will see their funding sources dr= +y up and be pushed over the brink,"" said David Keisman, managing director a= +t S&P Risk Solutions.=20 +Even well-known companies are suffering rating declines.=20 +On Monday alone, for example, S&P downgraded McDonald Corp. after the world= +'s largest fast-food chain said it will buy back up to $5 billion of stock,= + at a time S&P said the company's ""growth prospects for the future are less= + optimistic.""=20 +Meanwhile, Moody's downgraded Enron Corp., and warned it may downgrade it a= +gain. The energy trading giant is struggling with vanishing investor confid= +ence, reflected in a share price that has plunged by more than half in two = +weeks, as it tries to keep access to cash it needs to run its business.=20 +Puchalla said the credit quality decline could slow next year, in part beca= +use interest rates are low and companies are managing their balance sheets = +more conservatively.=20 +""Lower borrowing costs and slowing debt growth should reduce debt servicing= + costs, and fiscal stimulus from the federal government should boost busine= +ss revenues,"" he said.=20 +Still, through Friday, Moody's has said in the fourth quarter it may downgr= +ade 47 companies, and upgrade just four. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +USA: U.S. firms say deals with Enron at normal levels. +By Andrew Kelly + +10/29/2001 +Reuters English News Service +(C) Reuters Limited 2001. +HOUSTON, Oct 29 (Reuters) - Major U.S. wholesale natural gas and electricit= +y traders said on Monday their deals with troubled Enron Corp. are still ru= +nning at normal levels.=20 +But some are keeping a wary eye on the company's finances and credit status= + after a downgrade by one of the major rating agencies. +""We certainly are very well aware of what our exposure is to them and watch= +ing that on a daily basis,"" Chief Executive Marce Fuller of Atlanta energy = +marketer Mirant Corp. told Reuters.=20 +""At this point, I would categorize it as pretty much as business as usual w= +ith Enron, but we'll have to keep a close eye on it as we move forward,"" sa= +id Fuller.=20 +Officials at companies such as Houston natural gas firm El Paso Corp. and C= +olumbus, Ohio, utility holding company American Electric Power Co. Inc. exp= +ressed similar sentiments, saying nothing had changed in their dealings wit= +h the Houston-based energy company, at least for the time being.=20 +""We continue to trade with them,"" said spokeswoman Jennifer Pierce of Charl= +otte-based utility Duke Energy Corp.. ""They've always been meticulous in th= +eir credit management and we continue to see that with them,"" she added.=20 +Enron's shares fell to yet another new low on Monday as the company said it= + was lobbying banks for a new credit line and rating agency Moody's Investo= +r Service downgraded the company's senior unsecured debt to two notches abo= +ve junk-bond status.=20 +Since Oct. 12 Enron's stock has fallen some 60 percent after the company re= +ported its first quarterly loss in over four years, wrote down shareholders= +' equity by $1.2 billion dollars and failed to quell investors' jitters abo= +ut a series of complex off-balance-sheet financial deals.=20 +CONFIDENCE CRUMBLES=20 +Analysts say that if confidence in Enron continued to crumble, it could res= +trict the company's access to credit and thus create problems for its core = +energy trading operations.=20 +European energy industry sources told Reuters earlier on Monday that there = +was already evidence of European companies shying away from trading with En= +ron because of credit worries.=20 +Several large energy groups have frozen their dealings with Enron in Europe= + as they hold urgent talks with the U.S. group about setting up new credit = +arrangements, the sources said.=20 +""They are talking with us about bank letters of credit,"" said the head of r= +isk management at one U.K. utility that halted its trade with Enron last we= +ek. ""The people that are still trading with them are doing so on a very res= +trictive basis.""=20 +Traders in the U.S. wholesale energy markets said on Monday that they were = +continuing to deal with Enron and still regard the company as a reliable tr= +ading partner.=20 +""I don't have any problems dealing with Enron, especially since I'm doing d= +ay-ahead trades. But I have heard the rumors of people not wanting to deal = +with them,"" one natural gas trader in the U.S. Southeast told Reuters.=20 +A trader who specializes in longer-term deals in the forwards market for el= +ectricity said publicity about Enron's woes had not yet led to any loss of = +market liquidity.=20 +""Obviously there's a concern, but the financial situation is not a factor n= +ow,"" the trader said.=20 +Despite the public words of reassurance that many of them have been speakin= +g, Enron's major competitors and trading partners continue to monitor the s= +ituation closely.=20 +""Any time a counterparty starts looking like their credit rating is deterio= +rating, then that would certainly be a signal to us to become more worried,= +"" said Mirant's Fuller. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Enron Bonds Stabilize But Market Players Are Concerned +By Michael C. Barr +Of DOW JONES NEWSWIRES + +10/29/2001 +Capital Markets Report +(Copyright (c) 2001, Dow Jones & Company, Inc.) +NEW YORK -(Dow Jones)- Uncertainty about Enron Corp. (ENE) continues to dog= + investors concerned about the future of the Houston-based energy services = +company.=20 +""It's such a fluid situation that the market would like to see a clarificat= +ion of the company's circumstances,"" said Eric Bergson, portfolio manager, = +Northern Trust Global Investments, Chicago. Until this occurs, the outlook = +for the company's bonds is choppy, he added. +Enron drew down about $3 billion in credit lines last week to increase cash= + reserves and calm jittery markets, buying back its outstanding commercial = +paper. And, it's currently negotiating with its bank group for an additiona= +l $1 billion to $2 billion in new credit, according to a report in Monday's= + Wall Street Journal.=20 +Enron's troubles began earlier this month with the announcement of a $618 m= +illion third-quarter loss and the disclosure of a $1.2 billion erosion of i= +nvestor equity related to transactions conducted with its former chief fina= +ncial officer, Andrew Fastow.=20 +""The company did not learn from the mistakes of others by not being ahead o= +f the game on disclosure,"" said Mitch Stapley, portfolio manager and chief = +fixed income officer, Fifth Third Investment Advisors, Grand Rapids, Mich. = +It becomes harder to regain investors' trust, he said.=20 +Moody's Investors Service lowered the company's senior unsecured long-term = +debt rating Monday to Baa2 from Baa1. The debt is rated triple-B-plus by St= +andard & Poor's Corp., with a negative outlook. Fitch also maintains a trip= +le-B-plus rating and it placed the debt on Rating Watch Negative late last = +week.=20 +Both Fitch and Moody's cited negative investor reaction to recent company d= +evelopments. And Moody's added that its ""analysis of the developing situati= +on will focus on management's success in lining up further liquidity suppor= +t and on their ability to retain credit availability from their major count= +erparties.""=20 +One money manager said he was concerned ""about the fallout and its impact o= +n the company's ability to trade"" energy.=20 +The company's bonds already have suffered as a result of the uncertainty. T= +he bonds with a 6.40% coupon maturing in 2006 were offered at a dollar pric= +e of 80 on Friday. Many investors believe that the 80 dollar price point is= + a demarcation separating high-yield debt from distressed debt levels.=20 +The company's bonds improved a little on Monday, to about an 83 dollar pric= +e.=20 +""I'm seeing offerings but no bids,"" said Harold Rivkin, principal, H. Rivki= +n & Co., Princeton, N.J. There is a reluctance on the part of potential buy= +ers because of the threat of future downgrades, he said.=20 +The cool reception that Enron's bonds are receiving is ""another example of = +an investment grade company not having sponsorship when it has problems,"" s= +aid Northern Trust's Bergson.=20 +The company did not respond to a telephone request for comment.=20 + +-By Michael C. Barr, Dow Jones Newswires; 201-938-2008; michael.barr@dowjon= +es.com + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Enron's stock continues slide on credit woes + +10/29/2001 +Associated Press Newswires +Copyright 2001. The Associated Press. All Rights Reserved. +HOUSTON (AP) - Enron Corp.'s stock slid to new lows on Monday, pushed down = +in part by Moody's Investors Service announcing a possible downgrade of the= + company's credit rating pending a review.=20 +The downgrade came as Enron negotiates with banks to establish new credit l= +ines as the largest U.S. natural gas and power marketing company struggles = +to bounce back from disappointing third quarter earnings and a scandal over= + losses stemming from partnerships managed by the company's former chief fi= +nancial officer. +In trading Monday afternoon on the New York Stock Exchange, Enron shares we= +re down nearly 9 percent, or dlrs 1.38 a share, at dlrs 14.02 - their lowes= +t level in nearly seven years. A year ago, Enron stock sold at nearly dlrs = +85 a share.=20 +Enron's efforts to acquire more credit came after the Houston-based company= + last week decided to cash in about dlrs 3 billion in revolving credit it h= +as with various banks to shore up investor confidence.=20 +""We are in discussions about new credit lines,"" Enron spokeswoman Karen Den= +ne said Monday. ""We're taking action to restore investor and market confide= +nce.""=20 +Denne would not disclose how much credit the company was seeking. But The W= +all Street Journal quoted unidentified sources who said the amount is betwe= +en dlrs 1 billion and dlrs 2 billion and that the deal is close to being co= +mpleted.=20 +Denne said of the dlrs 3 billion in credit Enron cashed in last week, dlrs = +2 billion of it was used to pay short term debt. Currently, there are no pl= +ans for the other dlrs 1 billion, she said.=20 +Moody's on Monday placed all of Enron's long term debt obligations on revie= +w for downgrade, citing ""substantially reduced valuations in several of its= + businesses.""=20 +On Oct. 16, Enron reported a net loss of dlrs 638 million in the third quar= +ter, taking a one-time charge of dlrs 1.01 billion attributed to investment= + losses, troubled assets and unit restructurings.=20 +Enron's stock was hammered over the next week as it became apparent some of= + those losses were tied to partnerships managed by Enron's former chief fin= +ancial officer, Andrew Fastow.=20 +Concerns about a potential conflict of interest touched off an inquiry by t= +he Securities and Exchange Commission.=20 +Enron ousted Fastow last week.=20 +Moody's said in a press release the ""magnitude of the announced charges wil= +l reduce Enron's equity base and increase nominal financial leverage to som= +ewhat over 50 percent while slashing earnings."" + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +UK: UK power mkt focuses on prompt after low peak deal. + +10/29/2001 +Reuters English News Service +(C) Reuters Limited 2001. +LONDON, Oct 29 (Reuters) - Interest in Britain's electricity markets focuse= +d on the prompt after the sale of peak power at an unexpected low price tug= +ged other prompt contracts lower.=20 +Traders said the market was surprised by the sale of day ahead peak power f= +or EFA blocks three and four, from 0700 to 1500, at 13.50 pounds per megawa= +tt hour which they said was below coal-or gas-fired power stations' operati= +ng cost. +""It was an interesting day. It was hard to believe someone could sell at th= +ose prices - it's below marginal costs,"" said one trader.=20 +Day ahead baseload opened relatively firm at 19.50/20.50 pounds but slipped= + during the day to around 18 pounds and was traded at about 17.56 pounds af= +ter the low peak trades.=20 +Traders said the forward curve was quite with contracts ending slightly low= +er.=20 +Attention focused on troubled U.S. energy trader Enron with European compan= +ies shying away from dealing with the utility because of credit concerns.= +=20 +Several large energy groups have frozen their dealings with Enron as they h= +old urgent talks with the U.S. group about setting up new credit arrangemen= +ts.=20 +Enron is one of the largest traders in the UK market but traders said it wa= +s too early see any impact on liquidity.=20 +""Friday and Monday tend to be quieter anyway - it's hard to tell if there's= + any effect from Enron,"" said one trader.=20 +Enron in London declined to comment on the situation. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +USA: UPDATE 2-Enron says in talks with banks for new credit line. + +10/29/2001 +Reuters English News Service +(C) Reuters Limited 2001. +(Changes paragraph 1, adds background details and byline, updates stock pri= +ce)=20 +By David Howard Sinkman +NEW YORK, Oct 29 (Reuters) - Energy trading giant Enron Corp., its shares i= +n a new free-fall to near seven-year lows, said on Monday it is seeking add= +itional credit to bolster investor confidence after tapping about $3 billio= +n in credit last week.=20 +Enron, the nation's biggest energy trader, declined to comment on the size = +of the credit line, which banks it is in talks with or when it expects to c= +omplete an agreement on the new credit line.=20 +""We want to restore investor and market confidence and nothing instills con= +fidence like cash,"" said Enron spokesman Mark Palmer in Houston, referring = +to company efforts to secure new credit.=20 +Company shares again tumbled on Monday, shedding $1.57, or 10.13 percent, t= +o $13.93 in midday trade on the New York Stock Exchange. Once a Wall Street= + darling, the stock has tumbled more than half in price since Enron release= +d earnings two weeks ago, losing about $15.1 billion in market capitalizati= +on as investors fretted about the transparency of off-balance sheet transac= +tions.=20 +Moody's Investors Service on Monday cut Enron's senior unsecured debt ratin= +g to two notches above junk status, and warned it may cut it again, as well= + as its rating for Enron's commercial paper. Rating agency Standard & Poor'= +s on Thursday revised its outlook for Enron's ratings to ""negative"" from ""s= +table.""=20 +Enron's credit-worthiness has a direct affect on the price it pays to take = +out loans, and the perception among its trading partners on the company's a= +bility to make good on trades.=20 +Moody's said Enron is suffering from deteriorating financial flexibility si= +nce it announced big write-downs and equity charges from previously undiscl= +osed partnership investments. It said this triggered ""difficulties in rolli= +ng over commercial paper.""=20 +Industry sources on Monday said several large energy companies in Europe ar= +e shying away from trading with Enron amid concerns about the company's cre= +dit status.=20 +SIGN OF WEAKNESS=20 +Enron shares have tumbled since the company reported its first-quarterly lo= +ss in more than four years on Oct. 16. The company also wrote down $1.2 bil= +lion in equity, including transactions with partnerships formerly run by it= +s chief financial officer who was forced to step down from Enron last week.= +=20 +The sell-off was sparked by investor concern about the transparency of the = +transactions, which the Securities and Exchange Commission is examining. En= +ron last week replaced CFO Andrew Fastow as part of efforts to restore inve= +stor confidence.=20 +The Wall Street Journal reported Monday the size of the credit line Enron i= +s negotiating is between $1 billion to $2 billion. Enron said it drew down = +about $3 billion in credit lines last week, and has a net cash liquid posit= +ion in excess of $1 billion.=20 +However, many industry observes see the request by Enron, which has about $= +63.4 billion in energy assets, for an additional credit as a sign of weakne= +ss.=20 +""Clearly, both the stock and bond market view Enron as being in dire strait= +s,"" said independent research firm Gimme Credit analyst Carol Levenson, who= + specializes in high grade corporate bonds.=20 +""We are not of the opinion that drawing down all of one's backup bank lines= + is a demonstration of financial strength, but instead it's an act of despe= +ration."" + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +USA: TRADE IDEA-Junk rating not likely for Enron. + +10/29/2001 +Reuters English News Service +(C) Reuters Limited 2001. +NEW YORK, Oct 29 (Reuters) - A collapse of market=20 +confidence could hurt the credit quality of energy trading +giant Enron Corp., but its bonds are not likely to end=20 +up in junk territory, fixed-income research service GimmeCredit=20 +said on Monday.=20 +Moreover, Enron's bonds could be undervalued if the=20 +company's off-balance-sheet obligations amount to no more=20 +than $3 billion, as reported, GimmeCredit said.=20 +""Worst case, Enron doesn't look like a junk credit,""=20 +GimmeCredit analyst Carol Levenson said. ""But perception is=20 +all, and clearly both the stock and bond markets view Enron=20 +as being in dire straits.""=20 +Enron's bonds fell sharply on Friday after the energy=20 +giant drew down about $3 billion from a credit line and=20 +said it was in talks with its banks to obtain a new=20 +multibillion-dollar credit line.=20 +The company's stock has lost more than half of its=20 +value in the last two weeks as investors questioned=20 +off-balance-sheet transactions between the company and two=20 +limited partnerships run by former Chief Financial Officer=20 +Andrew Fastow. The U.S. Securities and Exchange Commission=20 +is looking into those transactions for possible conflicts=20 +of interest.=20 +""We admit management's financial disclosure remains=20 +woefully inadequate,"" GimmeCredit said. ""However, botched=20 +investor communication does not necessarily equate to=20 +illegal or fraudulent behavior.""=20 +Still, Enron's move last week to draw down all of its=20 +backup bank lines was ""an act of desperation,"" GimmeCredit=20 +said. The move eventually may lead to renegotiated bank=20 +agreements, which could be more expensive and restrictive=20 +and could also subordinate the position of bondholders, it=20 +said.=20 +""On the plus side is our belief that management will do=20 +everything in their power to preserve the company's=20 +investment-grade ratings,"" the firm said.=20 +Another positive is a precedent the rating agencies set=20 +with Kmart Corp. in the mid-1990s, when they tried to avoid=20 +being the cause of a company's financial downfall, GimmeCredit=20 +said.=20 +Moody's Investors Service on Monday cut Enron's senior=20 +unsecured rating to ""Baa2"" from ""Baa1"" and kept it on=20 +review for further downgrade. Moody's said its actions were=20 +prompted by deterioration in Enron's financial flexibility=20 +since the company announced significant write-downs and=20 +equity charges in previously undisclosed partnership=20 +investments.=20 +Last Thursday, Standard & Poor's revised its outlook on=20 +Enron to negative while affirming its ""BBB-plus"" long-term=20 +rating. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +USA: Enron shares drop to near seven-year lows. + +10/29/2001 +Reuters English News Service +(C) Reuters Limited 2001. +NEW YORK, Oct 29 (Reuters) - Enron Corp. shares fell to their lowest level = +in almost seven years in early trade on Monday following news that North Am= +erica's largest natural gas and electricity trader was considering tapping = +additional credit lines to ease financial concerns that have sent its stock= + slumping more than 50 percent in the past two weeks.=20 +Enron shares were down $1.55, or 10 percent, to $13.95 on the New York Stoc= +k Exchange. The shares have not been under $14 since December 1994. +Earlier, the credit-rating agency Moody's Investor Service placed all long = +term-debt obligations of Enron under review for downgrade following the com= +pany's announcement of significant write-downs and charges, reflecting subs= +tantially reduced valuations in several of its businesses.=20 +Moody's said the actions affect Enron's broadband operations, its merchant = +portfolio, and the Azurix water company holdings.=20 +Last week Enron shares lost almost $14 billion in market value as a series = +of piecemeal disclosures about the company's involvement in complex partner= +ships began to trickle out.=20 +Many industry observers see Enron's request for additional credit, after th= +e company tapped its banks for $3.3 billion last week, as a sign a weakness= +.=20 +""We are not of the opinion that drawing down all of one's backup bank lines= + is a demonstration of financial strength, but instead ... it's an act of d= +esperation,"" said Carol Levenson, an analyst with independent research firm= + gimmecredit.com. + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Enron long-term ratings all placed on review for downgrade - Moody's + +10/29/2001 +AFX News +(c) 2001 by AFP-Extel News Ltd +NEW YORK (AFX) - Moody's Investors Service said it placed all the long-term= + debt obligations of Enron on review for downgrade following the company's = +announcement of significant write-downs and charges, reflecting substantial= +ly reduced valuations in several of its businesses.=20 +The magnitude of the announced charges will reduce Enron's equity base and = +increase nominal financial leverage to somewhat over 50 pct while slashing = +earnings, Moody's said in a statement. +The company's previously announced sale of Portland General, however, will = +result in cash proceeds approximating 1.8 bln usd which management is earma= +rking for debt reduction. In addition, the sale will remove approximately 1= + bln usd of debt obligations from Enron's balance sheet.=20 +However, Moody's noted that, while this transaction will go a long way to h= +elp restore Enron's balance sheet, it requires regulatory approval and is l= +ikely to take up to a year to complete.=20 +Enron has a Baa1 senior unsecured rating.=20 +lj For more information and to contact AFX: www.afxnews.com and www.afxpres= +s.com + + + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 + +Enron Shares Fall After Moody's Cuts Credit Rating (Update6) +2001-10-29 16:46 (New York) + +Enron Shares Fall After Moody's Cuts Credit Rating (Update6) + + (Adds bondholder quote and background on commercial paper.) + + New York, Oct. 29 (Bloomberg) -- Enron Corp. shares declined +a ninth day as Moody's Investors Service lowered its credit +rating, raising concern the largest energy trader would be cut off +from raising the cash it needs to fund day-to-day operations. + + Moody's lowered Enron's senior unsecured long-term debt +ratings to ``Baa2,'' two levels above junk, from ``Baa1'' and also +placed the Houston-based company's ``P-2'' rating for commercial +paper on review for downgrade. + + Moody's may downgrade Enron's commercial paper rating, which +would make it harder for the firm to borrow the short-term cash +needed to run its trading businesses. Ahead of a potential cut, +Enron took out bank lines to repay $2 billion in commercial paper +last week, largely removing itself from that borrowing arena. + + ``They've pretty much already written off coming to the +commercial-paper market,'' said Shannon Bass, who holds Enron +bonds in the $50 million he helps manage at Pacific Investment +Management Co. ``The real issue now is trying to get their house +in order.'' + + Pimco is ``well underweight'' Enron bonds relative to bond +benchmarks the portfolios are matched to, Bass said. + + Shut Out + + Companies such as Xerox Corp., which was shut out of the +commercial-paper market a year ago before its credit ratings were +reduced, were forced to borrow on bank credit lines to access +cash. Investors in commercial paper, borrowings due in nine months +or less, also stopped buying Motorola Inc. and Lucent Technologies +Inc. short-term debt, forcing the firms to restructure borrowing, +sell assets, and find alternative financing sources that typically +cost more. + + Enron shares plunged $1.59, or 10 percent, to $13.81, +continuing a slide that dates back to Oct. 17, when Enron reported +$1.01 billion in losses from investments outside its business of +energy trading. + + The stock traded near $90 in September 2000 and touched a +seven-year low of $13.55 today. Enron has lost more than $50 +billion in market value this year. On Dec. 31, the company had a +market capitalization of $62.7 billion. Today, the market value +was $10.5 billion. + + Deterioration + + While Enron shares have sank about 60 percent in a week, its +bonds are down about 20 percent. A company's stock typically falls +faster than its debt because bondholders have first claim on +assets after bank loans are paid. + + The company's 6.4 percent bonds maturing in 2006 fell 4 cents +to 80 cents on the $1 of face value after the Moody's downgrade. +Yields have risen to 12.1 percent, up from 10.8 before that +downgrade, traders said. The bonds were trading at 100 cents the +week before. + + Moody's said the cut was prompted by the ``deterioration in +Enron's financial flexibility'' since the write-downs and charges. +The partnership investments had not been disclosed before this +month, which ``led to a substantial loss in investor confidence,'' +according to Moody's. + + ``A credit downgrade will be punitive as far as their +borrowing power,'' said Joe Correnti, who follows Enron for Wayne +Hummer Investments LLC in Chicago. ``That's not a good place for +them to be. They have somewhat aggressive expansion plans.'' + + Enron's recent woes had many investors factoring in a credit- +rating reduction. ``This move was anticipated,'' said Mike Dineen, +who holds Enron bonds in the $5 billion of fixed-income assets he +helps manage at Mony Life Insurance Co. + + There are about $15.8 billion of Enron bonds outstanding, +almost $9 billion of which comes due between 2003 and 2006, +according to Bloomberg data. + + Cash Needed + + Last week, Enron ousted Chief Financial Officer Andrew Fastow +after the U.S. Securities and Exchange Commission asked for +information about transactions he conducted for partnerships he +headed. In August, Jeff Skilling quit as Enron chief executive, +eight months after taking the position, and Chairman Ken Lay moved +back into the position. + + Enron is trying to get $1 billion to $2 billion in loans from +Citigroup Inc., J.P. Morgan Chase & Co. and other banks to calm +investors, the Wall Street Journal reported. The company's stock +has plummeted 57 percent since Oct. 17, when Fastow's partnerships +were disclosed. + + Enron uses its investment-grade credit rating to borrow money +for the cash it needs every day to settle commodities trades and +to keep trading partners. + + ``When you act as a middleman you need high credit ratings. +It's likely their trading volumes will go down'' as other energy +and financial firms seek higher-rated trading partners, said Sean +Egan, managing director at Egan-Jones Ratings Co., which gives +Enron's credit a junk grade of ``BB+.'' + + Enron's long-term ratings outlook was changed last week to +negative from stable by Standard & Poor's. S&P affirmed the firm's +rating of ``BBB+'', the equivalent of Moody's ``Baa1''. + + ``We have been split-rated before and it did not affect our +growth,'' said Karen Denne, a spokeswoman for Houston-based Enron. +``We are still investment grade.'' + + + +Enron's Lenders to Demand Harsher Terms, Analysts Say (Update2) +2001-10-29 16:08 (New York) + +Enron's Lenders to Demand Harsher Terms, Analysts Say (Update2) + + (Updates with closing share price in last paragraph.) + + Houston, Oct. 29 (Bloomberg) -- Enron Corp., which can't get +low-interest, short-term loans, faces skeptical lenders who will +demand increasingly harsher terms as the largest energy trader +tries to get cash in the bank, credit analysts said. + + ``Anyone providing new funding is going to be nervous,'' said +Sean Egan, managing director at Egan-Jones Ratings Co. ``It's +likely that lenders are going to demand collateral.'' + + Enron is trying to get $1 billion to $2 billion in loans from +Citigroup Inc., J.P. Morgan Chase & Co. and other banks to calm +investors after a 52 percent drop in the company's stock since +Oct. 17, the Wall Street Journal reported. The company needs cash +every day to settle commodities transactions and to keep trading +partners. + + The company on Thursday tapped $3.3 billion in bank credit +lines last week to pay off about $2 billion in commercial paper, +or short-term corporate loans. A week ago, the Enron said the U.S. +Securities and Exchange Commission had began an inquiry into +related-party transactions. They cost the company $35 million and +$1.2 billion in lost shareholder equity. + + ``Banks are in the driver's seat, and Enron is a little +desperate,'' said Peter Petas, a debt analyst at CreditSights Inc. +``I think their interest rates for loans would go up.'' + + Sells Assets for Cash + + Companies in Enron's situation often agree to other bank +terms in order to secure loans, Petas said. Those can include +agreeing to use proceeds from selling assets to pay debt and +putting up assets as collateral. + + Enron is attempting to sell assets to raise cash. Two related +partnerships, Osprey and Marlin, depend on selling power plants +and similar assets to repay $3.3 billion borrowed to buy the +plants. Enron may have to pay any difference between the debt and +sales proceeds. + + The company plans to complete the $2.9 billion sale of +Portland General Electric, an Oregon utility, to Northwest Natural +Gas Co. next year. + + Shares of Houston-based Enron fell $1.59, or 10 percent, to +$13.81. The stock has tumbled 82 percent in the past 12 months. + + + +Enron May Be Royal Dutch/Shell Takeover Target, Newsletter Says +2001-10-29 13:31 (New York) + + + Houston, Oct. 29 (Bloomberg) -- The Royal Dutch/Shell Group, +the second-largest publicly traded oil company, may be interested +in buying Enron Corp., which has seen its stock price plunge in +the last two weeks, industry newsletter Power Finance & Risk +reported, citing unnamed sources. + + With Enron's market valued dropping below $11.5 billion from +a high of more than $55 billion, companies such as Royal +Dutch/Shell would be able to buy it with ``little trouble,'' the +newsletter reported. + + Royal Dutch/Shell, based in London and The Hague, +Netherlands, had approached Enron about a buyout in August, and +has sought to purchase the company for three years, the newsletter +said, citing an unnamed banker in London and an unnamed analyst in +New York. + + Shell spokesman Mary Brennan said the company wouldn't +comment on market speculation. Enron didn't immediately return +calls seeking comment on reports of possible buyout offer. + + + +Enron Credit Cut by Moody's; CP Rating Put on Review (Update3) +2001-10-29 12:29 (New York) + +Enron Credit Cut by Moody's; CP Rating Put on Review (Update3) + + (Adds yield data in fourth paragraph; adds Moody's comments +in sixth and seventh paragraphs.) + + New York, Oct. 29 (Bloomberg) -- Enron Corp.'s credit rating +was cut by Moody's Investors Service after the largest energy +trader wrote down the value of its assets because of losses from +private partnerships. + + Moody's also said it may downgrade Enron's commercial paper +rating, which could make it harder for the company to borrow the +short-term cash it needs to run its trading business in the +future. The company borrowed from banks to repay $2 billion in +commercial paper last week. + + ``This move was anticipated,'' said Mike Dineen, who holds +Enron bonds in the $5 billion of fixed-income assets he helps +manage at Mony Life Insurance Co. + + Enron's 6.4 percent coupon notes due in 2006 fell as much as +4 cents to bid at 80 cents on $1 of face value after the Moody's +downgrade, traders said. The bonds tumbled from about par value a +week ago. Yields have risen to 12.1 percent, up from 10.8 before +that downgrade, traders said. Shares of Enron fell as much as +$1.85, or 12 percent, to $13.55. + + Moody's lowered the senior unsecured long-term debt ratings +of Enron to ``Baa2,'' two levels above junk, from ``Baa1.'' The +ratings company said they may be lowered further. Moody's placed +the company's ``P-2'' rating for commercial paper on review for +downgrade. + + Moody's said the cut was prompted by the ``deterioration in +Enron's financial flexibility'' since the write-downs and charges. +The partnership investments had not been disclosed before. + + Enron's recent disclosures have ``led to a substantial loss +in investor confidence,'' Moody's said in its news release. + + Cash Needed + + Enron reported $1.01 billion in losses this month from +investments outside its business of trading commodities such as +electricity and natural gas. Chief Financial Officer Andrew Fastow +quit as the U.S. Securities and Exchange Commission asked for +information about transactions he conducted for partnerships he +headed. + + Enron is trying to get $1 billion to $2 billion in loans from +Citigroup Inc., J.P. Morgan Chase & Co. and other banks to calm +investors, the Wall Street Journal reported. The company's stock +has plummeted 57 percent since Oct. 17, when the partnerships were +disclosed. + + Enron uses its investment-grade credit rating to borrow money +for the cash it needs every day to settle commodities trades and +to keep trading partners. + + ``Enron definitely depends on higher ratings,'' Dineen said. + Enron's long-term credit ratings outlook was changed last +week to negative from stable by Standard & Poor's. S&P affirmed +the Houston-based company's rating of ``BBB+'', the equivalent of +Moody's ``Baa1''. + + ``We have been split-rated before and it did not affect our +growth,'' said Karen Denne, a spokeswoman for Houston-based Enron. +`` We are still investment grade.'' + + + +Insiders at Electric Utilities Showing Their Faith=20 +By Jonathan Moreland <> +Special to TheStreet.com +10/29/2001 03:30 PM EST +URL: <> + +Name an industry where one of its best-known players went public in 1996, s= +aw its stock rise more than 1,800% in the following five years, but now fin= +ds its shares half off their 2001 highs? Internet? Telecom equipment?=20 +Surprise! The stock is Calpine (CPN:NYSE - news - commentary) , and the ind= +ustry is electric utilities.=20 +Three other stocks in the same group have given investors pretty wild rides= + as well, only to find themselves well off their 52-week highs: AES (AES:NY= +SE - news - commentary) , Mirant (MIR:NYSE - news - commentary) and NRG Ene= +rgy (NRG:NYSE - news - commentary) .=20 +These four companies also have something else in common: Insiders at all of= + them are signaling that their stocks are oversold. When there is significa= +nt insider buying in so many related firms, we cannot help but think there = +is a positive industry trend to profit from.=20 +Utilities may not seem like a sexy sector, but these particular stocks have= + proved that they can move as well as any small-cap, high-tech play. Their = +volatility stems from the fact that the companies they represent are not re= +gulated utilities paying fat dividends, but independent power producers (IP= +Ps) that derive as much profit as they can from the margins over fuel costs= +.=20 +In some ways, IPPs are to regulated utilities what the old English navy was= + to the Spanish Armada. IPPs are less restricted in the scope and geography= + of their business movements. This has spurred a more entrepreneurial cultu= +re at IPPs that often allows them to outmaneuver regulated utilities when c= +hasing after business opportunities.=20 +The insider buying at all four companies was obviously interesting. They al= +l had several insiders recently purchasing within a short time period, and = +many of the buyers also had good track records trading their companies' sha= +res. Several were also adding significantly to their holdings.=20 +At AES, for example, three of the eight executives that purchased shares in= + late September for $13 a share or less, were also smart sellers over the p= +ast few years when AES fetched between $40 to $60. And at Mirant, the five = +insiders that purchased in September increased their holdings by an average= + of 53%.=20 +This confluence of positive insider signals was more than enough to get me = +researching these companies and this industry further, and I like what I se= +e.=20 +""There's been a lot of talk about if we have an oversupply of energy,"" rema= +rks Calpine spokesperson Katherine Potter on one of the main reasons IPP st= +ocks are weak now. ""But while supply may be fine right now, you also have t= +o look at the quality of [that] supply. There is such a tremendous opportun= +ity to replace infrastructure.""=20 +Out With the Old, In With the New +The fact is, there are a lot of antiquated power plants and overburdened ba= +ckbones in the power industry, and IPPs stand to benefit tremendously from = +replacing the older infrastructure to service the growing demand for energy= + in the U.S. and abroad.=20 +With more scheduled and unscheduled maintenance of the present, aging facil= +ities exacerbating price spikes, municipalities and industry would much rat= +her choose reasonably priced energy from dependable sources if they are ava= +ilable.=20 +Although most IPPs use oil, gas, coal or a combination of these fuels to po= +wer present facilities, the vast majority of plants they're building now ar= +e a new generation of natural gas-powered turbines that are much more effic= +ient than old gas-fired facilities. An IPP will typically build one of thes= +e new plants near cities or other areas with high and growing electricity n= +eeds, and compete with the older facilities in the region for the business.= +=20 +But it's not really fair competition. New plants can generate up to 40% mor= +e energy from the same amount of gas used by some older designs. The new na= +tural gas turbines also have a smaller footprint and fewer emissions than t= +heir predecessors, and can therefore be located closer to where the power i= +s needed. Can you say lower transmission costs?=20 +So with the cost of the natural gas representing a good two-thirds of a gen= +erator's cost, less fuel expenditure combined with a decrease in transmissi= +on infrastructure to pay for leaves more love left for an IPP's bottom line= +.=20 +As older gas-fired and nuclear plants are decommissioned, IPPs will continu= +e to increase the amount of product (and profits) they produce. At the same= + time, the trend toward more efficient gas plants will help slow the increa= +ses in overall demand for natural gas, and keep the cost of this commodity = +from reaching stratospheric levels.=20 +Although, as previously mentioned, IPP stocks are well off their highs, ana= +lysts are as taken with the group as insiders are right now. Most analysts = +following the four IPPs I've recommended rate them a buy or strong buy.=20 +This is not too surprising considering that bottom-line growth for NRG, AES= +, and Calpine next year is forecast at 24% to 25%, while analysts expect Mi= +rant to boost earnings per share by 30% in 2002. All of these shares are tr= +ading for 12 times or less the low end of next year's EPS expectations.=20 +Chartists will note that the technicals of the IPP stocks I've mentioned st= +ill look weak, and may choose to wait for a better entry point. But longer-= +term investors should feel comfortable joining the insiders now.=20 +Postscript +Readers will note that we have not included Enron (ENE:NYSE - news - commen= +tary) in our group of recommended IPPs. Although we cannot boast of foresee= +ing its present travails (resulting from too-clever-by-half off-balance she= +et investments), we had ignored it because Enron did not have a positive in= +sider signal like its peers.=20 +Insiders were still selling Enron as late as Aug. 2 of this year when the s= +tock was nearly half off its highs, and although there was one insider purc= +hase in August, there was not a cluster of activity as in the other IPP sto= +cks we've recommended. There was no buying after Sept. 11.=20 +If Enron's problems are unique to it, as the industry insiders we talked to= + believe, this is yet another case of insiders giving investors an excellen= +t signal of relative attractiveness of stocks within an industry.=20 + + +A Debacle Like Enron's Can Undermine the Entire Market +By James J. Cramer <> + +RealMoney.com +10/29/2001 02:14 PM EST +URL: <> + +Sometimes one stock can completely transfix the market in a negative way.= +=20 +Right now that one stock is Enron (ENE:NYSE - news - commentary) . It trans= +fixes us because it acknowledges a simple truth: We are just dealing with p= +ieces of paper here, pieces of paper backed up by nothing but the honesty a= +nd culture of the people who work at the company.=20 +When you put it that way, you realize how fragile this game can be. We have= + to believe that the system of checks and balances we have -- outside accou= +ntants, lawyers and the SEC -- can put enough pressure, honest pressure, on= + execs to keep them from doing the wrong thing.=20 +When they don't we have no clue of what we are buying.=20 +I keep thinking back to Cendant (CD:NYSE - news - commentary) , which colla= +psed three years ago when it turns out that one of the companies that made = +up Cendant was a bogus company: CU International. Who knew what the company= + was really worth if CU was a fraud? Who knew what the multiple might be? W= +ho knew what the company was worth? Who knew how to value it?=20 +When you don't know, you don't average down. You sell. You ask questions la= +ter.=20 +That's what is going on with Enron right now, and it is freaking out everyb= +ody as Enron, while not a keystone of this market, was a core holding of ou= +tfits like Janus, Putnam, Citigroup, State Street and Fidelity.=20 +Anytime you get a stock that is widely held that loses billions in market c= +apitalization overnight, whether it be Lucent (LU:NYSE - news - commentary)= + or Nortel (NT:NYSE - news - commentary) or Enron, you scare portfolio mana= +gers. When the selloff is exacerbated by fears of chicanery, it gets even w= +orse. Enron's turning into the story that threatens to be a crossover, one = +that is doing more than just pulling down utilities. The market is about co= +nfidence. We have to have confidence that paper assets are backed up by som= +ething, even if it is the prestige and honor of executives. When that confi= +dence is undermined in one major stock, it gets undermined in all.=20 +That's where we are right now.=20 +Random musings: Fixing your 401(k) today on Cramer's RealMoney; give me a c= +all at 1-800-862-8686 between 3 and 4 p.m.=20 + + + +Moody's downgrades Enron's debt +Enron asking banks for more credit=20 +Lisa Sanders +CBSMarketWatch.com +10/29/01 +NEW YORK (CBS.MW) - Shares of Enron fell further Monday after Moody's Inves= +tors Service downgraded Enron's long-term debt a notch. +Enron, which hit a 52-week high of $84.88 on Dec. 29, was well on its way t= +o another year low Monday. Heading for a ninth straight day of losses, Enro= +n shed more than 9 percent, or $1.41, to $13.99. The stock was again the mo= +st active mover on the New York Stock Exchange as close to 28 million share= +s had changed hands. +Moody's said it cut the senior unsecured long-term debt to Baa2 from Baa1, = +and the ratings remain on review for potential additional downgrades. The a= +ction follows Enron's reported $1.01 billion charge in the third quarter an= +d was driven by the expectation of further write-downs and the swift deteri= +oration of the company's financial picture, said Stephen Moore, vice presid= +ent at Moody's.=20 +""However, we do feel the move Enron made to draw down their revolvers to pa= +y off their commercial paper was a smart business move,"" said Stephen Moore= +, vice president at Moody's. The rating agency said it would review the Pri= +me-2 rating on Enron's commercial paper. +Last Thursday, Enron announced it had tapped its lines of credit to provide= + more than $1 billion in cash liquidity and that would it use $2 billion to= + pay down commercial paper. +The decision to pay off the commercial paper, he said, accomplishes two goa= +ls. +""It increases liquidity on a short-term basis, and additionally, it enables= + them to focus on other areas they need to focus on right now,"" Moore said.= + ""They are working on setting up an additional facility for further capital= + to support their wholesale trading business.""=20 +Karen Denne, an Enron spokesperson, confirmed Monday that the company is in= + discussions with banks for further financing. Additional credit would help= + boost Enron's liquidity position. +The lingering concern for Moody's is that there ""yet may be something else = +out there that gets to the credibility issue of Enron itself,"" Moore said.= +=20 +At the heart of the credibility issue are two limited partnerships -- LMJ a= +nd LMJ2 - created in 1999 by former CFO Andy Fastow and since dissolved. En= +ron ousted Fastow last week. See related story. ""The market = +was unaware,"" of the existence of the partnerships, Moore said. +""Quite frankly, we don't think there is anything else,"" he said. ""But Enron= + is huge, and if this could happen...there is a lingering concern that some= +thing else might happen. We cannot confirm or deny that this is true. We wi= +ll be meeting soon with them to resolve issues such as these."" +Moore said the meeting could come as soon as this week. +""Should the wholesale trading business and the counterparties therein becom= +e impacted by these events, that could lead to the slowing growth of the wh= +olesale business, the Enron engine,"" he said.=20 +Moody's action Monday also negatively affected the ratings on two trusts --= + Marlin Water Trust and Osprey, which have combined debt of $3.2 billion. M= +arlin is now rated Baa2, while Osprey carries a new rating of Baa3, both do= +wn a notch. +The potential issue for the trusts may be ""how much equity Enron would have= + to issue if the sale of the underlying assets alone isn't enough to pay of= +f the debt."" Enron is anticipating using the proceeds from the sale of asse= +ts to meet its obligation. +Lisa Sanders is a Dallas-based reporter for CBS.MarketWatch.com. + + + +Enron Goes Begging=20 +Forbes.com staff, Forbes.com , 10.29.01, 11:40 AM ET=20 + +NEW YORK - Enron said this morning that it is in talks with banks for addit= +ional credit, as declining investor confidence sent its stock to a six-year= + low and several large energy groups put their dealings with Enron on hold.= + Last Thursday, the energy trader drew down about $3 billion from a credit = +line, causing its bonds to fall sharply on Friday.=20 + +Enron (nyse: ENE ) has been scrambling to reassure investors and business p= +artners since Oct. 16--after the company reported its first quarterly loss = +in more than four years. The $638 million loss included $1.01 billion in ch= +arges on ill-fated investments. A week later, it disclosed that the U.S. Se= +curities and Exchange Commission had asked for information on partnerships = +run by Chief Financial Officer Andrew Fastow and other executives. Fastow w= +as forced to step down from the company last week.=20 + +The turmoil makes it clearer than ever that Enron's problems weren't solved= + by the recent departure of Chief Executive Jeffrey Skilling. + + +In these challenging times, Enron deserves our thanks=20 +Houston Chronicle, October 28, 2001 +By BILL WHITE=20 +Enron and its employees have blessed Houston, and many Houstonians should n= +ow take the time to say ""thanks"" when the company has experienced some high= +ly publicized challenges. Enron attracted thousands of great people to Hous= +ton and changed Houston's economy forever. The company's management encoura= +ged their employees to be active citizens, and those folks responded by mak= +ing a big difference in their community.=20 +Enron's lead in shaping a nationwide market for electricity gave birth to a= + multibillion-dollar new industry, with Houston as its hub. Even while it c= +ompeted hard to win in the marketplace, Enron's example helped show other n= +atural gas pipeline and trading firms how to move into the even bigger mark= +et of electricity. The downtown concentration of these firms -- industry le= +aders including Reliant, Dynegy, El Paso and Duke Energy -- led London's Fi= +nancial Times to refer to Louisiana Street as the Wall Street of electricit= +y.=20 +This explosive growth attracted bright young people -- with the average age= + of Enron employees at under 35 -- and they in turn helped fuel an explosio= +n in residential growth in Houston's downtown. This, in turn, helped revita= +lize downtown's retail and restaurant scene. Enron's construction of a larg= +e Class A office tower, still going up, is a milestone in Houston's growth,= + an official end to more than a decade of large amounts of vacant office sp= +ace.=20 +Virtually every civic or charitable activity in Houston learned to count on= + Enron for both financial support and thousands of hours of invaluable volu= +nteer activities. If Enron or its chairman, Ken Lay, led a visionary effort= +, such as hosting the meeting of G7 trade ministers, or more recently the p= +rivate funding of the Houston Biotechnology Center, Houstonians knew it wou= +ld be done right. Without Lay our town would have lost major league basebal= +l and status as a big league town.=20 +Employees know Enron set a standard for hiring and promoting employees base= +d on their potential, with no glass ceilings. Women have run large division= +s and subsidiaries. Many military officers find that Enron called on their = +talents after illustrious military careers, even at ages well past normal c= +orporate entry level. The most highly recruited young people flock to a com= +pany that invests heavily in their training and then lets them rise as far = +and fast as their talent and ability to work hard would allow them.=20 +Enron's corporate success reflects the stories of so many of its employees = +who have lived the American dream. With the habits of work learned on a fam= +ily farm in Missouri, Ken Lay got an education ending with a graduate degre= +e at the University of Houston, served his country in government and began = +a career in the gas pipeline business. When Northern Natural Gas acquired t= +he smaller Houston Natural Gas, Northern's chairman surprised folks by inst= +alling Lay as his successor. I was at Northern's headquarters in Omaha the = +week after the merger 16 years ago when Northern's chairman reassured folks= + that they could count on ""best young executive in the business, Ken Lay,"" = +to direct their future in a changing marketplace. Within 15 years, most of = +Enron's revenues and profits came from businesses that did not even exist w= +hen Lay had taken over, all of which had been created from within the firm.= + This success did not diminish the farm boy decency and sense of fairness t= +hat attracted top talent to his team.=20 +Enron rewarded innovation, while many firms afraid to alter the old formula= + wondered why their leadership eroded. Year after year, top executives thro= +ughout the country voted Enron our nation's most innovative corporation. En= +ron recognized, even when financial markets do not, that innovative firms a= +re secure enough to accept occasional failure and the inevitable price of o= +ther successes.=20 +Rather than seeking insulation from the international marketplace, as had m= +any American businesses, Enron welcomed the challenge of the international = +market, confident that American firms could compete and win. Enron also wel= +comed the challenge of responsible environmental stewardship, and called on= + industry to address the issue of global warming even as some companies fea= +red the impact of pollution control on their bottom line.=20 +Enron's phenomenal success created incredible and perhaps unreasonable expe= +ctations, as early this year when the stock market valued the company based= + on 20 percent annual growth, forever. Enron's size and success made it a c= +onvenient target for politicians in California and India, even as Enron sup= +plied the electricity they so needed. Sometimes it seemed the company's ups= +tart origins as the David battling utility Goliaths delayed the firm's perc= +eption that it had won and no longer played the role of an underdog.=20 +And so if Enron experiences problems, it will learn from them, just as stro= +ng people do. Let's not prejudge Enron's current challenges. The more than = +a decade of my life that was dedicated to trying cases against companies wh= +o hurt consumers and investors taught me both to insist on the truth but ne= +ver to jump to premature conclusions based on a headline or a news story.= +=20 +Throughout its years of success, Enron folks have never forgotten to find s= +o many ways to make the firm's hometown of Houston a better place to live a= +nd work. As Enron enters a new phase of its life, let's not forget to expre= +ss thanks and steady support.=20 + +White is a Houston business executive and civic leader and former governmen= +t official, with no relationship to Enron." +"arnold-j/deleted_items/543.","Message-ID: <23654567.1075852710082.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 12:37:06 -0800 (PST) +From: fzerilli@powermerchants.com +To: pmg@enron.com, john.arnold@enron.com +Subject: +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: quoted-printable +X-From: ""Zerilli, Frank"" @ENRON +X-To: PMG , Arnold, John , 'Lew_G._williams@aep.com' +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + + CFTC Charges Two Tx. Men With Defrauding Former Employer =09 + =09 + =09 + =09 + 10/29/2001 =09 + Dow Jones Commodities Service =09 + =09 + =09 + =09 + (Copyright (c) 2001, Dow Jones & Company, Inc.) =09 + =09 + =09 + =09 + WASHINGTON -(Dow Jones)- The U.S. Commodity Futures Trading Commission ann= +ounced Monday it has filed an administrative action against two Texasmen = +for defrauding their former employer, Coastal Corporation. The CFTC says = +over a five-month period during 1996, Clay Krhovjak, of Bellville, Texas, a= +nd Paul Cochran, of Houston, engaged in a fraudulent trading scheme to allo= +cate profitable trades belonging to Coastal to accounts controlled by other= + unnamed scheme participants. =09 + =09 + The two men were assistant vice presidents at Coastal'scommodity futures = +trading desk in Houstonand were responsible for placing energy futures or= +ders for Coastal with floor personnel at the New York Mercantile Exchange, = +the CFTC said. The CFTC said the men conducted their scheme through Refin= +ed Energy, Inc. of Red Bank, New Jersey, which was one of the NYMEX floor o= +perations used by Coastal. ""This allocation scheme ensured Cochran, Krhov= +jakand other participants risk-free personal profits,"" according to the CFT= +C complaint. The CFTC also alleges the two men defrauded Coastal by tradi= +ng ahead of the firm's futures trades, in that they used advance knowledge = +of Coastal trades to obtain profits illegally for themselves and others. = +A public hearing will be held at a later date to determine if the allegatio= +ns are true and if so, what sanctions are appropriate, the CFTC said. Sep= +arately, in September 2001, Krhovjakand Cochran each pleaded guilty to one = +count of conspiracy to commit commodities fraud before the U.S. District Co= +urt for the Southern District of Texas. Sentencing in that case is expected= + in early 2002, the CFTC said. -By Kim Archer, Dow Jones Newswires; 202= +-479-0853; Kim.Archer@dowjones.com =09 + + + " +"arnold-j/deleted_items/544.","Message-ID: <9406872.1075852710144.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 19:06:37 -0800 (PST) +From: no.address@enron.com +Subject: Lexis-Nexis Training: Houston & Worldwide / Dow Jones Training +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: eSource@ENRON +X-To: All Enron Worldwide@ENRON +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +eSource Presents Lexis-Nexis Training + +Basic + +Lexis-Nexis Basic is geared to the novice or prospective user. You will learn the basics of getting around Nexis.com. + We will talk about news and company information available on Lexis-Nexis. + +Attend our Lexis-Nexis Basics Clinic: + +November 6 1:00 - 2:00 PM EB572 + +Due Diligence + +This session will focus on the specific +company, public records, and other sources available on Lexis-Nexis that help +you find all possible aspects of a company's business and strengths or +liabilities. + + +Attend our Lexis-Nexis Due Diligence Clinic: + +November 6 2:30 - 4:00 PM EB572 + + +Seats fill up fast! To reserve a seat, please call Stephanie E. Taylor at 5-7928. +The cost is $100.00 per person. +No-shows will be charged $200.00. + +* Please bring your Lexis-Nexis login ID and password. If you don't have one, a guest ID will be provided. + + + * * * + + +eSource presents free Lexis-Nexis Online Training + +Using Placeware, an interactive web learning tool, you can participate in this training session from anywhere in the world. + +Basics + +Lexis-Nexis Basic is geared to the novice or prospective user. You will learn the basics of getting around Nexis.com and of the news and company information available on Lexis-Nexis. + +Attend our Lexis-Nexis Basics Online Clinic: + +November 14 10:00 AM Central Standard Time + + +Please RSVP to Stephanie E. Taylor at 713-345-7928 or stephanie.e.taylor@enron.com. +We will email instructions for Placeware to you. + +* Note: If the time scheduled is not convenient to your time zone, please let us know so we can schedule other sessions. + + + * * * + +eSource Presents Dow Jones Interactive Training + +Introduction to Dow Jones Interactive: Personalizing/Customizing DJI and Custom Clips + +You will learn how to tailor DJI to display information that is most helpful to you. +You will learn how to create your own Personal News page to view headlines from your chosen publications and your custom clip folders. +Custom clips can be set up to automatically send to you important news about any key topic or company information that affects your business decisions. + +Attend one of our Dow Jones Interactive Basics Clinics: + +November 14 1:00 - 2:00 PM EB560 +November 14 3:00 - 4:00 PM EB560 + +Advanced + +Learn how to be more efficient on Dow Jones Interactive. Put some power tools to work for you. + Learn how to employ codes, use search history, and customize. Hands on time is provided. + +Attend our Dow Jones Interactive Advanced Clinic: + +November 14 2:00 - 3:00 PM EB560 + + +Seats fill up fast! To reserve a seat, please call Stephanie E. Taylor at 5-7928. + +The cost is $100.00 per person. +No-shows will be charged $200.00. + +******* + +Check the eSource training page at http://esource.enron.com/training.htm for additional training sessions and vendor presentations." +"arnold-j/deleted_items/545.","Message-ID: <26369676.1075852710168.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 17:36:11 -0800 (PST) +From: info@winebid.com +To: october2001@lists.winebid.com +Subject: Hot buys at winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: October2001 +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +Hot tip of the day: Winebid.com's current auction, including a special +auction of Turley Wine Cellars releases, is open and active and includes +these lots that so far have no bids. But hurry. They could go any minute +now. + +1990 Latour, 3 liter, Spectator 99, Parker 96, Broadbent 5 stars, +reserve $1800: http://www.winebid.com/os/itemhtml/ht713044.shtml?713044 + +1984 Margaux, 3 liter, Spectator 93, reserve $390: +http://www.winebid.com/os/itemhtml/ht713163.shtml?713163 + +1996 Lafite-Rothschild, 750 ml, Parker 100, Spectator 96, reserve $220: +http://www.winebid.com/os/itemhtml/ht713041.shtml?713041 + +1995 Haut-Brion, 750 ml, Parker 96, Spectator 94, reserve $150: +http://www.winebid.com/os/itemhtml/ht715849.shtml?715849 + +1986 Pichon-Longueville-Comtesse de Lalande, 750 ml, Spectator 97, +Parker 96, reserve $100: +http://www.winebid.com/os/itemhtml/ht713112.shtml?713112 + +1997 Guado Al Tasso (P. Antinori), 750 ml, Spectator 96, reserve $80: +http://www.winebid.com/os/itemhtml/ht713756.shtml?713756 + +1998 Clerc-Milon, 1.5 liter, Parker 91, reserve $70: +http://www.winebid.com/os/itemhtml/ht713007.shtml?713007 + + +If you click on a link in this email and it doesn't open properly in your +browser, try copying and pasting the link directly into your browser's +address or location field. + +Forget your password?: +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml +" +"arnold-j/deleted_items/546.","Message-ID: <8207670.1075852710193.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 17:13:15 -0800 (PST) +From: buy.com@enews.buy.com +To: jarnold@enron.com +Subject: Ghoulish savings from buy.com! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: ""buy.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + + +[IMAGE] =09 + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Sampo DVE631 DVD/MP3 Pla= +yer with CF Card Reader $229.99 Introducing the world's first DVD player = +with digital photo playback capabilities. Using the CompactFlash memory car= +d slot located on the front panel or a CD-R/RW, you can now play back MP3 m= +usic or easily share digital photos with family and friends, navigate among= + thumbnail photos using remote control, and display JPEG photos via your TV= +. Choosing your favorite photo has never been easier! At the same time, you= + can still... [IMAGE]more info [IMAGE] Nikon CoolPix 995 $799.95 = + [IMAGE]more info $699.95 after $100.00 mail-in rebate [IMAGE] Canon S5= +00 Color Bubble Jet $134.95 [IMAGE]more info SAVE $14.05 [IMAGE] Se= +iko SmartPad2 $180.95 [IMAGE]more info SAVE 39% [IMAGE] D-Link Wir= +eless 802.11b. Printer $194.95 [IMAGE]more info NEW PRODUCT - SAVE 45%!= + [IMAGE] Linksys Wireless Cable/DSL Router $199.95 [IMAGE]more info= + NEW LOW PRICE! [IMAGE] Nikon CoolPix 885 $507.95 [IMAGE]more info = + SAVE $92.00 [IMAGE] Sonic Blue Rio One $86.95 [IMAGE]more info S= +AVE 14% [IMAGE] Intel Personal Audio Player $139.95 [IMAGE]more inf= +o SAVE $8.05 [IMAGE] Microsoft Windows XP Pro Upgrade $199.00 [IMAGE= +]more info FREE SHIPPING! [IMAGE] Windows XP Home Upgrade $99.00 [IMAG= +E]more info FREE SHIPPING! [IMAGE] [IMAGE] [IMAGE] Roxio Easy CD = +Creator $71.95 (Rebate available) [IMAGE]more info $30 REBATE OFFER! [I= +MAGE] Yamaha RX-V620 Home Theater Receiver $399.95 [IMAGE]more info SAV= +E 19% [IMAGE] [IMAGE] [IMAGE] In addition to computer and softwa= +re products, buy.com also offers top-of-the-line electronics , best-sellin= +g books , videos , music and much more. [IMAGE] - I would like to unsubs= +cribe to this eMail - I would like to visit buy.com now - I would like to= + view my account - I would like to contact customer support [IMAGE] = +All prices and product availability subject to change without notice. Unles= +s noted, prices do not include shipping and applicable sales taxes. Produc= +t quantities limited. List price refers to manufacturer's suggested retai= +l price and may be different than actual selling prices in your area. Plea= +se visit us at buy.com or the links above for more information including la= +test pricing, availability, and restrictions on each offer. ""buy.com"" and = +""The Internet Superstore"" are trademarks of BUY.COM Inc. ? BUY.COM Inc. 20= +01. All rights reserved. =09 + +[IMAGE]" +"arnold-j/deleted_items/547.","Message-ID: <4043216.1075852710252.JavaMail.evans@thyme> +Date: Mon, 29 Oct 2001 18:07:31 -0800 (PST) +From: continental_airlines_inc@coair.rsc01.com +To: jarnold@ect.enron.com +Subject: OnePass Member continental.com Specials for john arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Continental Airlines, Inc."" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +continental.com Specials for john arnold +Tuesday, October 30, 2001 +**************************************** + +FRIENDS & FAMILY SALE + +Continental makes it easy to get together with friends & family. Whether you're planning a quick visit or a holiday reunion, continental.com saves you time and money. + +Purchase your ticket at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EU +by December 4, 2001. + + +AIRTRAIN NEWARK NOW OPEN + +Fast, safe and dependable direct train service from Newark Airport to midtown Manhattan in less than 30 minutes. + +Visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EV +for more information. + + +TRAVEL UPDATES +Be sure to check continental.com at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EW +before leaving for the airport. We're looking forward to welcoming you onboard! + + +**************************************** +TABLE OF CONTENTS +1. This Week's Destinations +2. Continental Vacations Offers +3. Hilton Hotels & Resorts, Doubletree Hotels & Resorts, & Embassy Suites Hotels Offers +4. Westin Hotels & Resorts, Sheraton Hotels & Resorts, Four Points by Sheraton, St. Regis, The Luxury Collection and W Hotels Offers +5. Alamo Rent A Car Offers +6. National Car Rental Offers + +**************************************** +1. THIS WEEK'S DESTINATIONS + +Depart Saturday, November 3 and return on either Monday, November 5 or Tuesday, November 6, 2001. Please see the Terms and Conditions listed at the end of this e-mail. + +For OnePass members, here are special opportunities to redeem miles for travel to the following destinations. As an additional benefit, OnePass Elite members can travel using the miles below as the only payment necessary. The following are this week's OnePass continental.com Specials. + +To use your OnePass miles (as listed below) to purchase continental.com Specials, you must call 1-800-642-1617. + +THERE WILL NOT BE AN ADDITIONAL $20 CHARGE WHEN REDEEMING ONEPASS MILES FOR CONTINENTAL.COM SPECIALS THROUGH THE TOLL FREE RESERVATIONS NUMBER. + +If you are not using your OnePass miles, purchase continental.com Specials online until 11:59pm (CST) Friday at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EX +You can also purchase continental.com Specials for an additional cost of $20 per ticket through our telephone service at 1-800-642-1617. + +**************************************** +TRAVEL MAY ORIGINATE IN EITHER CITY +**************************************** +****Roundtrip BETWEEN CLEVELAND, OH and: + +$29 + 12,500 Miles or $119 - Albany, NY +$29 + 12,500 Miles or $129 - Grand Rapids, MI +$29 + 12,500 Miles or $139 - Hartford, CT +$29 + 12,500 Miles or $119 - Indianapolis, IN +$29 + 12,500 Miles or $129 - Kansas City, MO +$29 + 10,000 Miles or $109 - Nashville, TN +$29 + 12,500 Miles or $139 - Raleigh/Durham, NC +$29 + 12,500 Miles or $129 - Richmond, VA + +****Roundtrip BETWEEN HOUSTON, TX and: + +$29 + 10,000 Miles or $109 - Baton Rouge, LA +$29 + 15,000 Miles or $159 - Greensboro/Piedmont Triad, NC +$29 + 12,500 Miles or $129 - Indianapolis, IN +$29 + 12,500 Miles or $139 - Kansas City, MO +$29 + 10,000 Miles or $109 - Lafayette, LA +$29 + 12,500 Miles or $129 - Laredo, TX +$29 + 12,500 Miles or $119 - Little Rock, AR +$29 + 17,500 Miles or $169 - Louisville, KY +$29 + 10,000 Miles or $109 - Lubbock, TX +$29 + 12,500 Miles or $119 - Monroe, LA +$29 + 12,500 Miles or $129 - Raleigh/Durham, NC +$29 + 17,500 Miles or $219 - Tucson, AZ +$29 + 15,000 Miles or $149 - Washington, DC (Dulles Airport only) +$29 + 15,000 Miles or $149 - Washington, DC (National Airport only) + +****Roundtrip BETWEEN NEW YORK/NEWARK and: + +$29 + 12,500 Miles or $139 - Greensboro/Piedmont Triad, NC +$29 + 12,500 Miles or $119 - Indianapolis, IN +$29 + 15,000 Miles or $149 - Kansas City, MO +$29 + 15,000 Miles or $149 - Louisville, KY +$29 + 12,500 Miles or $129 - Milwaukee, WI +$29 + 17,500 Miles or $169 - Seattle/Tacoma, WA + +******************************** +2. CONTINENTAL VACATIONS OFFERS + +LIMITED TIME OFFER FROM CONTINENTAL AIRLINES VACATIONS! +Book a Continental Airlines Vacation package online now and save up to $50 per person. + +Try your luck in Las Vegas, shop until you drop in Florida, or enjoy one of many theme parks in Orlando. Whatever you decide, whether indulging in a relaxing spa treatment in the Caribbean or learning how to surf in Hawaii, you're sure to be pleased. + +For more information about this exciting offer, visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EY + + +**************************************** +3. CONTINENTAL.COM SPECIALS FROM HILTON HOTELS AND RESORTS, DOUBLETREE +HOTELS AND RESORTS, AND EMBASSY SUITES HOTELS + +The following rates are available November 3 - November 5, 2001 and are priced per night. +-------------------------------------- +Baton Rouge, LA - Embassy Suites Hotel Baton Rouge - $99 + +Cleveland, OH - Hilton Garden Inn Cleveland Airport - $79 +Cleveland, OH - Hilton Cleveland East/Beachwood, Beachwood, OH. - $109 +Cleveland, OH - Embassy Suites Hotel Cleveland-Downtown - OH. - $99 + +Grand Rapids, MI - Hilton Grand Rapids Airport - $89 + +Hartford, CT - Hilton Hartford - $149 +Hartford, CT - Doubletree Hotel Bradley International Airports, Windsor Locks, CT. - $129 + +Houston, TX - Hilton Houston Westchase and Towers - $149 +Houston, TX - Hilton Houston Hobby Airport - $109 +Houston, TX - Hilton Houston Southwest - $99 +Houston, TX - Doubletree Guest Suites Houston - $179 + +Lafayette, LA - Hilton Lafayette and Towers - $69 + +Nashville, TN - Embassy Suites Hotel Nashville-Westend - $99 + +Newark, NJ - Hilton Pearl River, Pearl River, NY. - $99/Night, - 11/3-4 +Newark, NJ - Hilton Hasbrouck Heights, Hasbrouck Heights, NJ. - $159 +Newark, NJ - Hilton Parsippany, Parsippany, NJ. - $89 +Newark, NJ - Hilton Fort Lee George Washington Bridge, Fort Lee, NJ. - $119 +Newark, NJ - Doubletree Club Suites Jersey City, Jersey City, NJ. - $149 +Newark, NJ - Hilton Times Square, New York, NY. - $299/Night, 11/3-4 + +Raleigh/Durham, NC - Hilton North Raleigh, Raleigh, NC. - $99 +Raleigh/Durham, NC - Hilton Durham, Durham, NC. - $99 + +Seattle, WA - Hilton Bellevue, Bellevue, WA. - $129 +Seattle, WA - Doubletree Guest Suites Seattle-Southcenter, Seattle, WA. - $99 + +Washington, DC - Hilton Garden Inn Washington DC Franklin Square, Washington, DC. - $139 +Washington, DC - Hilton Washington Dulles Airport, Herndon, VA. - $179 +Washington, DC - Hilton Arlington and Towers, Arlington, VA. - $169 +Washington, DC - Hilton Washington Embassy Row, Washington, DC. - $118 +Washington, DC - Hilton Crystal City at Ronald Reagan National Airport, Arlington, VA. - $169 + + +To book this week's special rates for Hilton Family Hotels, visit and book at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EZ +Special rates apply only for the dates listed at each hotel and are subject to availability. Check hilton.com for specific dates at each Hilton Family Hotel. Or call at 1-800-774-1500 and ask for Value Rates. Restrictions apply to these rates. + + +**************************************** +4. CONTINENTAL.COM SPECIALS LAST-MINUTE WEEKEND RATES FROM WESTIN HOTELS & RESORTS, SHERATON HOTELS & RESORTS, FOUR POINTS BY SHERATON, ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS + +Last-Minute Weekend Rates for this weekend November 2 - November 6, 2001. +-------------------------------------- +Arizona - Tucson - Sheraton Tucson Hotel & Suites - $50 +Arizona - Tucson - Four Points by Sheraton Tucson University Plaza - $59 +Arizona - Litchfield Park - The Wigwam Resort - $135 + +Connecticut - Danbury - Sheraton Danbury Hotel - $65 +Connecticut - Stamford - The Westin Stamford - $84 +Connecticut - Windsor Locks - Sheraton Bradley Airport Hotel - $89 + +Indiana - Indianapolis - Four Points by Sheraton Indianapolis-East - $49 +Indiana - Indianapolis - The Westin Indianapolis - $87 + +Kentucky - Lexington - Sheraton Suites Lexington - $69 + +Missouri - Kansas City - Four Points by Sheraton Kansas City Country Club Plaza - $59 + +New Jersey - Piscataway - Four Points by Sheraton Somerset/Piscataway - $65 +New Jersey - Edison - Sheraton Edison Hotel Raritan Center - $69 +New Jersey - Elizabeth - Four Points by Sheraton Newark Airport - $77 + +Ohio - Independence - Four Points by Sheraton Cleveland South - $65 +Ohio - Cuyahoga Falls - Sheraton Suites Akron/Cuyahoga Falls - $99 + +Tennessee - Nashville - Sheraton Music City - $59 + +Texas - Houston - Sheraton Houston Brookhollow Hotel - $45 +Texas - Houston - The Westin Oaks - $70 +Texas - Houston - Sheraton Suites Houston Near The Galleria - $71 +Texas - Houston - The St. Regis, Houston - $106 + +Virginia - Alexandria - Sheraton Suites Alexandria - $89 + +Washington - Tacoma - Sheraton Tacoma Hotel - $69 +Washington - Seattle - The Sheraton Seattle Hotel and Towers - $135 +Washington - Seattle - The Westin Seattle - $135 + +Wisconsin - Brookfield - Sheraton Milwaukee Brookfield Hotel - $49 + + +Visit our site: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EA +for booking these and other Last-Minute Weekend Rates. +For complete details on these offers, please refer to the terms and conditions below. + + +******************************** +5. CONTINENTAL.COM SPECIALS FROM ALAMO RENT A CAR + +Rates listed below are valid on compact class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, November 3 with returns Monday, November 5 or Tuesday, November 6, 2001. +------------------------------- +$26 a day in: Hartford, CT (BDL) +$18 a day in: Nashville, TN (BNA) +$20 a day in: Cleveland, OH (CLE) +$18 a day in: Washington, DC (DCA) +$26 a day in: Newark, NJ (EWR) +$18 a day in: Greensboro, NC (GSO) +$18 a day in: Washington, DC (IAD) +$18 a day in: Houston, TX (IAH) +$20 a day in: Indianapolis, IN (IND) +$18 a day in: Little Rock, AR (LIT) +$18 a day in: Kansas City, MO (MCI) +$18 a day in: Milwaukee, WI (MKE) +$18 a day in: Raleigh-Durham, NC (RDU) +$20 a day in: Seattle, WA (SEA) +$26 a day in: Tucson, AZ (TUS) + +To receive special continental.com Specials discounted rates, simply make advance reservations and be sure to request ID # 596871 and Rate Code 33. Book your reservation online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EB +or contact Alamo at 1-800 GO ALAMO. + +*If you are traveling to a city or a different date that is not listed, Alamo offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EC +For complete details on these offers, please refer to Alamo's terms and conditions below. + + +**************************************** +6. CONTINENTAL.COM SPECIALS FROM NATIONAL CAR RENTAL + +Rates listed below are valid on intermediate class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, November 3 with returns Monday, November 5 or Tuesday, November 6, 2001. +------------------------------------------ +$29 a day in: Hartford, CT (BDL) +$30 a day in: Baton Rouge, LA (BTR) +$23 a day in: Cleveland, OH (CLE) +$21 a day in: Washington, DC (DCA) +$29 a day in: Newark, NJ (EWR) +$23 a day in: Grand Rapids, MI (GRR) +$21 a day in: Greensboro, NC (GSO) +$21 a day in: Washington, DC (IAD) +$21 a day in: Houston, TX (IAH) +$26 a day in: Indianapolis, IN (IND) +$21 a day in: Lubbock, TX (LBB) +$29 a day in: Lafayette, LA (LFT) +$21 a day in: Kansas City, MO (MCI) +$23 a day in: Richmond, VA (RIC) +$23 a day in: Louisville, KY (SDF) +$23 a day in: Seattle, WA (SEA) + +To receive your continental.com Specials discounted rates, simply make your reservations in advance and be sure to request Product Code COOLUS. To make your reservation, contact National at 1-800-CAR-RENT (1-800-227-7368), or book your reservation online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EUT +Please enter COOLUS in the Product Rate Code field, and 5037126 in the Contract ID field to ensure you get these rates on these dates. + +* If you are traveling to a city or a different date that is not listed, National offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EUU +For complete details on these offers, please refer to National's terms and conditions below. + + +**************************************** +CONTINENTAL.COM SPECIALS RULES: +Fares include a $37.20 fuel surcharge. Passenger Facility Charges, up to $18 depending on routing, are not included. Up to $2.75 per segment federal excise tax, as applicable, is not included. Applicable International and or Canadian taxes and fees up to $108, varying by destination, are not included and may vary slightly depending on currency exchange rate at the time of purchase. For a complete listing of rules please visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EUV + + +ALAMO RENT A CAR'S TERMS AND CONDITIONS: +Taxes (including VLF taxes up to US$1.89 per day in California and GST), other governmentally-authorized or imposed surcharges, license recoupment fees, fuel, additional driver fee, drop charges and optional items (such as CDW Waiver Savers(R) up to US$18.99 a day,) are extra. Renter must meet standard age, driver and credit requirements. Rates higher for drivers under age 25. Concession recoupment fees may add up to 14% to the rental rate at some on-airport locations. Up to 10.75% may be added to the rental rate if you rent at an off-airport location and exit on our shuttle bus. Weekly rates require a 5-day minimum rental or daily rates apply. For weekend rates, the vehicle must be picked up after 9 a.m. on Thursday and returned before midnight on Monday or higher daily rates apply. 24-hour advance reservation required. May not be combined with other discounts. Availability is limited. All vehicles must be returned to the country of origin. Offer not valid in San Jose, CA. + +NATIONAL CAR RENTAL TERMS AND CONDITIONS: +Customer must provide Contract ID# at the time of reservation to be eligible for discounts. Offer valid at participating National locations in the US and Canada. Minimum rental age is 25. This offer is not valid with any other special discount or promotion. Standard rental qualifications apply. Subject to availability and blackout dates. Advance reservations required. Geographic driving restrictions may apply. + +TERMS AND CONDITIONS FOR WESTIN, SHERATON, FOUR POINTS, +ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS: +Offer is subject to availability. Advance Reservations required and is based on single/double occupancy. Offer not applicable to group travel. Additional Service charge and tax may apply. The discount is reflected in the rate quoted. Offer valid at participating hotel only. Offer valid for stays on Fri - Mon with a Friday or Saturday night arrival required. Rate available for this coming weekend only. Offer available only by making reservations via the internet. A limited number of rooms may be available at these rates. + +--------------------------------------- +This e-mail message and its contents are copyrighted and are proprietary products of Continental Airlines, Inc. Any unauthorized use, reproduction, or transfer of the message or its content, in any medium, is strictly prohibited. + +**************************************** +UNFORTUNATELY MAIL SENT TO THIS ADDRESS CANNOT BE ANSWERED. +If you need assistance please visit: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EUX + + +This e-mail was sent to: jarnold@ect.enron.com +You registered with OnePass Number: AK772745 + +View our privacy policy at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EUW + + +TO UNSUBSCRIBE: +We hope you will find continental.com Specials a valuable source of information. However, if you prefer not to take advantage of this opportunity, please let us know by visiting the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EUZ + +TO SUBSCRIBE: +Please visit the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc?JHDUUBEqHkghsKFLJmDLgkhgDJhtE0EUY + + + + + + +" +"arnold-j/deleted_items/548.","Message-ID: <9767196.1075855214844.JavaMail.evans@thyme> +Date: Tue, 25 Dec 2001 08:59:04 -0800 (PST) +From: info@winebid.com +To: december2001@lists.winebid.com +Subject: Large Format Stars at Winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: December2001 +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + +A quick reminder that Winebid.com's current auction, which includes many +large format bottles and some rare 19th-century Lafite-Rothschild, is now +open and begins closing Sunday, Dec. 30, at 9 p.m. U.S. Eastern Time. Here +are hot lots that so far have no bids. + +1982 La Mission Haut-Brion, 6-liter, Robert M. Parker Jr. 99 pts, +reserve $3,360 +http://www.winebid.com/os/itemhtml/ht728139.shtml?728139 + +1865 Lafite-Rothschild, 750 ml, Parker 98 pts, reserve $5,600 +http://www.winebid.com/os/itemhtml/ht728160.shtml?728160 + +1900 Lafite-Rothschild, 750 ml, Michael Broadbent 5 stars, reserve $3,000 +http://www.winebid.com/os/itemhtml/ht728162.shtml?728162 + +1997 Lange Sperss (Gaja), 5-liter, Parker 99 pts, reserve $1,900 +http://www.winebid.com/os/itemhtml/ht728887.shtml?728887 + +1997 Harlan Estate, 1.5-liters, Parker 100 pts, reserve $1,000 +http://www.winebid.com/os/itemhtml/ht729350.shtml?729350 + +1992 Paul Hobbs Hyde Vineyard, 3-liters, WS 93 pts, reserve $750 +http://www.winebid.com/os/itemhtml/ht728066.shtml?728066 + +1997 Harlan Estate, 750 ml, Parker 100 pts, reserve $460 +http://www.winebid.com/os/itemhtml/ht729356.shtml?729356 + +1997 Chateau St. Jean Cinq Cepages, 750 ml, Wine Spectator 96 pts, +reserve $70 +http://www.winebid.com/os/itemhtml/ht729178.shtml?729178 + +1995 Rioja Vina El Pison Reserva (Artadi), 750 ml, Parker 99 pts, +reserve $150 +http://www.winebid.com/os/itemhtml/ht728920.shtml?728920 + +1996 Dalla Valle Maya, 750 ml, WS 98 pts, reserve $320 +http://www.winebid.com/os/itemhtml/ht729227.shtml?729227 + +1984 Ridge Monte Bello, 750 ml, James Laube 97 pts, reserve $95 +http://www.winebid.com/os/itemhtml/ht729640.shtml?729640 + +If you click on a link in this email and it doesn't open properly in your +browser, try copying and pasting the link directly into your browser's +address or location field. + +Forget your password? +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml +" +"arnold-j/deleted_items/549.","Message-ID: <8984267.1075855214866.JavaMail.evans@thyme> +Date: Mon, 24 Dec 2001 21:52:55 -0800 (PST) +From: news@real-net.net +To: jarnold@ei.enron.com +Subject: Your player is out of date - Upgrade FREE! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: RealOne @ENRON +X-To: jarnold@ei.enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +(For e-mailing list removal information see bottom of email.) +Your player is out of date. Upgrade FREE! + + + [IMAGE] [IMAGE] + [IMAGE] Try the new RealOne? for FREE! Get enhanced audio and video, built-in web browser, enhanced features, exclusive programming and more. Try RealOne Now. + [IMAGE] [IMAGE] New software features like theater and toolbar mode, cross fade, and 10-band graphic EQ [IMAGE] [IMAGE] Record, mix and burn CDs quickly and easily [IMAGE] [IMAGE] Built-in media browser helps you quickly search and play [IMAGE] [IMAGE] Get access to our exclusive news, sports and entertainment programming. [IMAGE] [IMAGE] Free Upgrade + [IMAGE] +[IMAGE] [IMAGE] [IMAGE] [IMAGE] + [IMAGE] [IMAGE] + [IMAGE] + + + You are receiving this e-mail because you downloaded RealPlayer + or RealJukebox + from Real.com? and indicated a preference to receive product news, updates, and special offers from RealNetworks +. If you do not wish to receive e-mails from us in the future, click on the Remove Me link below. + remove me | privacy policy +[IMAGE] RealNetworks, RealOne, RealPlayer, RealJukebox and Real.com are trademarks or registered trademarks of RealNetworks, Inc. All other companies or products listed herein are trademarks or registered trademarks of their respective owners. [IMAGE] + +" +"arnold-j/deleted_items/55.","Message-ID: <23129002.1075852689989.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 18:23:37 -0700 (PDT) +From: ina.rangel@enron.com +To: john.arnold@enron.com +Subject: Refrigerator in office +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Rangel, Ina +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +John, + +Do you want to take your refrigerator to the new building for your office? + +Ina" +"arnold-j/deleted_items/550.","Message-ID: <3647033.1075855214892.JavaMail.evans@thyme> +Date: Mon, 24 Dec 2001 18:20:49 -0800 (PST) +From: continental_airlines_inc@coair.rsc01.com +To: jarnold@ect.enron.com +Subject: OnePass Member continental.com Specials for john arnold +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Continental Airlines, Inc."" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + +continental.com Specials for john arnold +Tuesday, December 25, 2001 +**************************************** + +EUROPE FARE SALE + +Shopping Spree in Milan...History lesson in Rome. Design your own dream vacation now while exciting European destinations are on sale. Hurry, seats are limited for this special online offer. + +Purchase your eTickets now at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*VZA + + +TRAVEL UPDATES +Be sure to check continental.com at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*WA +before leaving for the airport. We're looking forward to welcoming you onboard! + +**************************************** +TABLE OF CONTENTS +1. This Week's Destinations +2. Hilton Hotels & Resorts, Doubletree Hotels & Resorts, & Embassy Suites Hotels Offers +3. Westin Hotels & Resorts, Sheraton Hotels & Resorts, Four Points by Sheraton, St. Regis, The Luxury Collection and W Hotels Offers +4. Alamo Rent A Car Offers +5. National Car Rental Offers + +**************************************** +1. THIS WEEK'S DESTINATIONS + +Depart Saturday, December 29 and return on either Monday, December 31 or Tuesday, January 1, 2002. Please see the Terms and Conditions listed at the end of this e-mail. + +For OnePass members, here are special opportunities to redeem miles for travel to the following destinations. As an additional benefit, OnePass Elite members can travel using the miles below as the only payment necessary. The following are this week's OnePass continental.com Specials. + +To use your OnePass miles (as listed below) to purchase continental.com Specials, you must call 1-800-642-1617. + +THERE WILL NOT BE AN ADDITIONAL $20 CHARGE WHEN REDEEMING ONEPASS MILES FOR CONTINENTAL.COM SPECIALS THROUGH THE TOLL FREE RESERVATIONS NUMBER. + +If you are not using your OnePass miles, purchase continental.com Specials online until 11:59pm (CST) Friday at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*XA +You can also purchase continental.com Specials for an additional cost of $20 per ticket through our telephone service at 1-800-642-1617. + + +********************************************** +ROUND-TRIP TRAVEL MAY ORIGINATE IN EITHER CITY +********************************************** +****Roundtrip BETWEEN CLEVELAND, OH and: + +$29 + 10,000 Miles or $109 - Richmond, VA + +****Roundtrip BETWEEN HOUSTON, TX and: + +$29 + 10,000 Miles or $109 - Lafayette, LA +$29 + 10,000 Miles or $109 - Mobile, AL +$29 + 10,000 Miles or $109 - Shreveport, LA + +****Roundtrip BETWEEN NEW YORK/NEWARK and: + +$29 + 12,500 Miles or $119 - Greenville/Spartanburg, SC + + +******************************** +2. CONTINENTAL.COM SPECIALS FROM HILTON HOTELS AND RESORTS, DOUBLETREE +HOTELS AND RESORTS, AND EMBASSY SUITES HOTELS + +The following rates are available December 29 - December 31, 2001 and are priced per night. +-------------------------------------- +Cleveland, OH - Hilton Garden Inn Cleveland Airport - $109 +Cleveland, OH - Hilton Cleveland East/Beachwood, Beachwood, OH - $109 +Cleveland, OH - Embassy Suites Hotel Cleveland-Downtown - $99 + +Houston, TX - Hilton Houston Westchase and Towers - $65 +Houston, TX - Hilton Houston Hobby Airport - $79 + +Lafayette, LA - Hilton Lafayette and Towers - $69 + +Newark, NJ - Hilton Pearl River, Pearl River, NY - $85/Night, 12/29-30 +Newark, NJ - Hilton Parsippany, Parsippany, NJ - $109 +Newark, NJ - Hilton Fort Lee at the George Washington Bridge, Fort Lee, NJ - $169 +Newark, NJ - Hilton Rye Town, Rye Brook, NY - $119 +Newark, NJ - Hilton Woodcliff Lake, Woodcliff Lake, NJ - $99/Night, 12/29 - 30 +Newark, NJ - Hilton Newark Gateway, Newark, NJ - $169 +Newark, NJ - Doubletree Club Suites Jersey City, Jersey City, NJ - $129 + + +To book this week's special rates for Hilton Family Hotels, visit and book at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*YA +Special rates apply only for the dates listed at each hotel and are subject to availability. Check hilton.com for specific dates at each Hilton Family Hotel. Or call at 1-800-774-1500 and ask for Value Rates. Restrictions apply to these rates. + + +**************************************** +3. CONTINENTAL.COM SPECIALS LAST-MINUTE WEEKEND RATES FROM WESTIN HOTELS & RESORTS, SHERATON HOTELS & RESORTS, FOUR POINTS BY SHERATON, ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS + +There are no offerings from Westin Hotels & Resorts, Sheraton Hotels & Resorts, Four Points by Sheraton, St. Regis, The Luxury Collection and W Hotels this week. + + +******************************** +4. CONTINENTAL.COM SPECIALS FROM ALAMO RENT A CAR + +Rates listed below are valid on compact class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, December 29 with returns Monday, December 31 or Tuesday, January 1, 2002. +------------------------------- +$20 a day in: Cleveland, OH (CLE) +$18 a day in: Houston, TX (IAH) +$26 a day in: Newark, NJ (EWR) + +To receive continental.com Specials discounted rates, simply make advance reservations and be sure to request ID # 596871 and Rate Code 33. Book your reservation online at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*AA +or contact Alamo at 1-800 GO ALAMO. + +*If you are traveling to a city or a different date that is not listed, Alamo offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*BA +For complete details on these offers, please refer to Alamo's terms and conditions below. + + +**************************************** +5. CONTINENTAL.COM SPECIALS FROM NATIONAL CAR RENTAL + +Rates listed below are valid on intermediate class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, December 29 with returns Monday, December 31 or Tuesday, January 1, 2002. +------------------------------------------ +$23 a day in: Cleveland, OH (CLE) +$23 a day in: Greenville, Spartanburg, SC (GSP) +$21 a day in: Houston, TX (IAH) +$29 a day in: Lafayette, LA (LFT) +$21 a day in: Mobile, AL (MOB) +$29 a day in: Newark, NJ (EWR) +$23 a day in: Richmond, VA (RIC) + +To receive continental.com Specials discounted rates, simply make your reservations in advance and be sure to request Product Code COOLUS. To make your reservation, contact National at 1-800-CAR-RENT (1-800-227-7368), or book your reservation online at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*CA +Please enter COOLUS in the Product Rate Code field, and 5037126 in the Contract ID field to ensure you get these rates on these dates. + +* If you are traveling to a city or a different date that is not listed, National offers great rates when you book online at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*DA +For complete details on these offers, please refer to National's terms and conditions below. + + +**************************************** +CONTINENTAL.COM SPECIALS RULES: +Fares include a $37.20 fuel surcharge. Passenger Facility Charges, up to $18 depending on routing, are not included. Up to $2.75 per segment federal excise tax, as applicable, is not included. Applicable International and or Canadian taxes and fees up to $108, varying by destination, are not included and may vary slightly depending on currency exchange rate at the time of purchase. For a complete listing of rules please visit: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*VUA + + +ALAMO RENT A CAR'S TERMS AND CONDITIONS: +Taxes (including VLF taxes up to US$1.89 per day in California and GST), other governmentally-authorized or imposed surcharges, license recoupment fees, fuel, additional driver fee, drop charges and optional items (such as CDW Waiver Savers(R) up to US$18.99 a day,) are extra. Renter must meet standard age, driver and credit requirements. Rates higher for drivers under age 25. Concession recoupment fees may add up to 14% to the rental rate at some on-airport locations. Up to 10.75% may be added to the rental rate if you rent at an off-airport location and exit on our shuttle bus. Weekly rates require a 5-day minimum rental or daily rates apply. For weekend rates, the vehicle must be picked up after 9 a.m. on Thursday and returned before midnight on Monday or higher daily rates apply. 24-hour advance reservation required. May not be combined with other discounts. Availability is limited. All vehicles must be returned to the country of origin. Offer not valid in San Jose, CA. + +NATIONAL CAR RENTAL TERMS AND CONDITIONS: +Customer must provide Contract ID# at the time of reservation to be eligible for discounts. Offer valid at participating National locations in the US and Canada. Minimum rental age is 25. This offer is not valid with any other special discount or promotion. Standard rental qualifications apply. Subject to availability and blackout dates. Advance reservations required. Geographic driving restrictions may apply. + + +--------------------------------------- +This e-mail message and its contents are copyrighted and are proprietary products of Continental Airlines, Inc. Any unauthorized use, reproduction, or transfer of the message or its content, in any medium, is strictly prohibited. + +**************************************** +If you need assistance please visit: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*VVA +View our privacy policy at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*VWA + +This e-mail was sent to: jarnold@ect.enron.com +You registered with OnePass Number: AK772745 + +TO UNSUBSCRIBE: +We hope you will find continental.com Specials a valuable source of information. However, if you prefer not to take advantage of this opportunity, please let us know by visiting the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*VYA + +TO SUBSCRIBE: +Please visit the continental.com Specials page on our web site at: +http://continentalairlines.rsc01.net/servlet/cc4?JHEVAV*qHkghsKQLJmELgkhgEJht*z*VXA + +" +"arnold-j/deleted_items/551.","Message-ID: <25295291.1075855214917.JavaMail.evans@thyme> +Date: Mon, 24 Dec 2001 10:18:04 -0800 (PST) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +=09 + + +=09 + + +=09=09=09=09=09 + + +=09=09=09 [IMAGE]ENTER SYMBOL Find symbol Quote(s) Msg. Board LiveChar= +t =09 [IMAGE]Real-Time Exchanges & Streaming Charts =09=09=09 + + +=09=09 =09=09=09 + + +=09=09 [IMAGE]News Center [IMAGE]| [IMAGE]Most Actives [IMAGE] | [IMAGE]= +Up/Downgrades [IMAGE] | [IMAGE]Splits [IMAGE] | [IMAGE]Economic Calendar = +[IMAGE] | [IMAGE]Industry Research [IMAGE] | [IMAGE]Finance101 [IMAGE] = +=09=09=09 +=09=09=09=09=09 + + +=09=09 =09 =09 + + +=09=09=09=09 +=09 [IMAGE]The Daily Quote Edit watchlist or email address [IMAG= +E]NASDAQ 1944.49 1.34 (0.06%) [IMAGE]DJIA 10035.20 0.14 (0.00%) [= +IMAGE]SP500 1144.65 0.24 (0.02%) - - - - - ALL Indices?[IMAGE]? = + [IMAGE]FINANCE 101: ASK THE EDITOR Richard Aggers asks, [IMAGE]Q. [= +IMAGE]""What are the current pitfalls of REIT's?"" [IMAGE]A. REIT is an acr= +onym for Real Estate Investment Trust, and here is how it works. Not so ve= +ry....continue [IMAGE]? - - - - - [IMAGE]Question? Ask the editor [IMAGE]= +? (Finance101@quote.com) - - - - - Browse Q+A Archive [IMAGE]MONDAY'S P= +RODUCT HIGHLIGHT [IMAGE]RAGING BULL Would you like to know what other inves= +tors are saying about your favorite stocks? Visit the Raging Bull message b= +oards and find out. MORE [IMAGE]? [IMAGE]Economic Releases [IMAGE]Date= + [IMAGE]Release [IMAGE]For 12/27 Help-Wanted Index Nov 12= +/28 Durable Orders Nov 12/28 Chicago PMI Dec 12/28 Consum= +er Confidence Dec 12/28 Existing Home Sales Nov - - - - - More e= +conomic releases [IMAGE]? [IMAGE]Your Watchlist [IMAGE]Edit [IMAGE]Sym= +bol [IMAGE]Last [IMAGE]Change [IMAGE]NASDAQ:IREP [IMAGE]4.80 1.82 (61.= +07%) [IMAGE]NASDAQ:NATR [IMAGE]11.70 3.70 (46.25%) [IMAGE]NASDAQ:= +PRDS [IMAGE]1.83 0.34 (22.81%) [IMAGE]NYSE:LOR [IMAGE]2.65 0.45 (20.45= +%) [IMAGE]NASDAQ:LENS [IMAGE]6.92 1.16 (20.13%) [IMAGE]NASDAQ:SNI= +C [IMAGE]5.10 0.80 (18.60%) - - - - - Setup a fully personalized po= +rtfolio [IMAGE]? [IMAGE]Your Watchlist News [IMAGE]INTEREP NATIONAL R= +ADIO SALES, INC. (NM) Interep Presents at UBS Warburg's 29th Annual Media C= +onference 3 Dec 2001, 1:01pm ET (BusinessWire) INTEREP NATIONAL RADIO SALES= + INC FILES FORM 10-Q (*US:IREP) 14 Nov 2001, 7:57pm ET (EDGAR Online) Inter= +ep Interactive's Perfect Circle Media Picks 24/7 Connect for Ad Serving 2 N= +ov 2001, 10:07am ET (BusinessWire) - - - - - MORE IREP News [IMAGE]? [I= +MAGE]NATURE'S SUNSHINE PRODUCTS, INC. (NM) Nature's Sunshine Products in Ag= +reement to Sell HealtheTech Personal Monitoring Devices 6 Dec 2001, 08:16am= + ET (BusinessWire) HealtheTech and Nature's Sunshine Form Strategic Allianc= +e 6 Dec 2001, 08:16am ET (PR Newswire) Nature's Sunshine Obtains Exclusive = +Rights to Ozone Water Purifier 15 Nov 2001, 09:29am ET (BusinessWire) - - -= + - - MORE NATR News [IMAGE]? [IMAGE]PREDICTIVE SYSTEMS, INC. (NM) Predi= +ctive Systems and Riptech Form Strategic Alliance for Information Security= + 19 Dec 2001, 08:40am ET (BusinessWire) Schiffrin & Barroway, LLP Annou= +nces Class Periods For Shareholder Lawsuits 30 Nov 2001, 10:48am ET (Intern= +et Wire) Bear Stearns & Co., Inc. (PRDS, ABV, SBTV, SHPGY) 26 Nov 2001, 10:= +39am ET (JAGnotes) - - - - - MORE PRDS News [IMAGE]? [IMAGE]LORAL SPACE= +&COMM LTD Loral says lenders extend $1.1 bln credit facilities 24 Dec 2001,= + 09:02am ET (Reuters) Loral and Its Lenders Agree to Multi-Year Extensions = +for $1.1 Billion in Bank Credit Facilities 24 Dec 2001, 08:32am ET (Busines= +sWire) Loral CyberStar Successfully Concludes Debt-for-debt Exchange Offers= + With 90+ Percent Participation; Debt Level, Interest Rate To Be Reduced 21= + Dec 2001, 09:38am ET (BusinessWire) - - - - - MORE LOR News [IMAGE]? [= +IMAGE]CONCORD CAMERA CORP. (NM) Focusing on Concord Camera 24 Dec 2001, 09:= +45am ET (Worldly Investor News) CONCORD CAMERA CORP FILES FORM 10-Q/A (*US:= +LENS) 18 Dec 2001, 10:15am ET (EDGAR Online) Concord Camera restates Q1 los= +s wider 18 Dec 2001, 09:00am ET (Reuters) - - - - - MORE LENS News [IMAGE]= +? [IMAGE]SONIC SOLUTIONS (NM) Zacks.com Featured Expert Issues Recommend= +ations On: RBAK, BRCM, BRCD, JNPR, PMCS, NWRE, SNIC, and XMSR 24 Dec 2001, = +06:01am ET (PR Newswire) SONIC SOLUTIONS/CA/ FILES FORM 8-K (*US:SNIC) 19 D= +ec 2001, 4:30pm ET (EDGAR Online) SONIC SOLUTIONS/CA/ FILES FORM 8-K (*US:S= +NIC) 19 Dec 2001, 4:24pm ET (EDGAR Online) - - - - - MORE SNIC News [IMAGE= +]? [IMAGE]Today's Top Stock News As of 24 Dec 2001, 13:15 ET powered by= + Briefing.com [IMAGE]Dow +24, Nasdaq +1, S?+2.15 Dec 24 2001 12:30pm ET Li= +ttle change for the market averages for most of the session with the Dow sl= +ightly outperforming. Given that the close is at the top of the hour, rela= +tively little is expected to change. Oil, homebuilding, paper, ene... cont= +inue [IMAGE]? [IMAGE] MORE NEWS ? Schering-Plough (SGP) ? Technical Leve= +ls : ? Stocks to Watch [IMAGE]UNSUBSCRIBE To stop receiving this newslet= +ter, send an e-mail to: cancel-Quote@mailbox.lycos.com with [IMAGE]jarnold@= +enron.comin the subject line of the email. Update your email address or w= +atchlist: http://finance.lycos.com/home/newsletter/prefs.asp View/change a= +ll email-newsletter subscriptions on Lycos: http://ldbauth.lycos.com/cgi-bi= +n/mayaRegister?m_PR=3D4&m_RC=3D3 (click ""Edit email subscriptions"" after lo= +gging in) =09=09=09 + + +=09 + + + [IMAGE]? [IMAGE]Lycos Worldwide =09=09? Copyright 2001, Lycos, Inc. Al= +l Rights Reserved. Lycos + is a registered trademark of Carnegie Mellon University.=09 + + +=09 + + +=09=09 About Terra Lycos | Help | Jobs | Advertise | Business Developme= +nt=09=09 + + +=09 + + Your use of this website constitutes acceptance of the Lycos Network P= +rivacy Policy" +"arnold-j/deleted_items/552.","Message-ID: <3317563.1075855215007.JavaMail.evans@thyme> +Date: Sat, 22 Dec 2001 09:01:20 -0800 (PST) +From: editor@hersweeps.com +To: jarnold@ect.enron.com +Subject: The Perfect Gift - Plus Free Shipping & Free Samples! +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Gloss.com"" @ENRON +X-To: jarnold@ect.enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + + This message was not sent unsolicited. Your email has been submitted and verified for opt in promotions. It is our goal to bring you the best in online promotions. [IMAGE] + + [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE][IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] + + + + Note: This is not a spam email. This email was sent to you because you have been verified and agreed to opt in to receive promotional material. If you wish to unsubscribe please CLICK HERE. If you received this email by error, please reply to: unsubscribe@hersweeps.com +" +"arnold-j/deleted_items/553.","Message-ID: <24381632.1075855215030.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 17:37:15 -0800 (PST) +From: news@genealogy.com +To: jarnold@ees.enron.com +Subject: Quick Tips from Genealogy.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: News@Genealogy.com@EES +X-To: jarnold@ees.enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + +================================================================= +Quick Research Tips for Discovering Your Family Story: +START WITH WHAT YOU ALREADY KNOW +================================================================= + +When you're first starting out, collecting information about your +ancestors may seem like an enormous task. But you may already know +much of the information about your close relatives. + +TO GET STARTED: +1. The best place to start collecting information is with the most +recent generation. This may be you, your children, or perhaps your +grandchildren. + +2. Record the basic genealogical information that you know about +your close relatives: + *Full names + *Birth dates and birthplaces + *Marriage dates and marriage places + *Death dates and death places, if applicable + +3. Take these facts and enter them into your family tree software or +other documentation source. + +4. When you have collected information about yourself and any younger +generations, then start working backwards with your parents, +grandparents, and so on, as far back as you can remember. + + +================================================================= +FIND OUT EVEN MORE ABOUT GETTING STARTED +================================================================= + +The ""Getting Started"" tip above was excerpted from the +Genealogy.com ""How-To"" Guide. To read the complete article +and get more details, select the link below: + http://www.Genealogy.com/mainmenu.html + +To explore even further, check out these FREE lessons and +how-to articles: + +FOCUSING ON RESEARCH GOALS FOR THE NEW YEAR + http://www.Genealogy.com/27_karen.html + +FAMILY HISTORY BEGINS AT HOME + http://www.Genealogy.com/79_fs-start.html + +BEGINNING GENEALOGY LESSON + http://www.Genealogy.com/uni-begin.html + + +================================================================= +AN EASY WAY TO START DOCUMENTING WHAT YOU KNOW...AND MORE! +================================================================= + +Getting started on your family tree is SIMPLE when you use Family +Tree Maker 9.0. Version 9.0 has new features such as Individual +Facts Card and Add Source Images to Sources that make it EVEN +EASIER to enjoy your family history. This top rated and #1-selling +software walks you STEP-BY-STEP through entering the family details +you already know. You can also receive PERSONALIZED HINTS and tips +about how to find out even more of your family's history. + +Get more information or order now by calling 1-800-548-1806 +or select the link below: + http://www.Genealogy.com/soft_ftm.html + + +================================================================= +(c) Copyright 2001 Genealogy.com, a subsidiary of A&E Television +Networks. All rights reserved. +================================================================= + +You received this message as a registered user of Family Tree +Maker and/or Genealogy.com. Please do not reply to this message, +as the mailbox is not monitored. If you need to contact us, +you'll get the fastest possible assistance by using the links +below: + +To STOP receiving e-mail from us: +http://www.Genealogy.com/unsubscribe.html +--or-- +AOL link + +To UPDATE your e-mail address: +http://www.Genealogy.com/cgi-bin/regchange.cgi +--or-- +AOL link + +For TECHNICAL SUPPORT or CUSTOMER SERVICE: +http://www.Genealogy.com/help/index.html +--or-- +AOL link" +"arnold-j/deleted_items/554.","Message-ID: <15371933.1075855215064.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 15:14:09 -0800 (PST) +From: buy.com@enews.buy.com +To: jarnold@enron.com +Subject: Be merry with After Holiday Blowout Savings! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""buy.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + ============================================== + Zip + 250MB USB Drive - take it anywhere. + http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0BCJO0AL + ============================================== + +___________________________________________________________ + + <<>> +___________________________________________________________ + + SmartPad for PocketPC - SAVE 12% + buy.com price: $148.95 List price: $169.95 + Lets you instantly capture everything you write or draw using the + SmartPad pen on ordinary paper. + +For more info about this product, click here: +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0BC4s0AZ +___________________________________________________________ + + KDS Valiant 6480iPTD-P3- SAVE 27% + buy.com price: $1,029.95 List price: $1,449.00 + +For more info about this item, click here: +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0BC4t0Aa +___________________________________________________________ + + ViewSonic VE150 15"" LCD Monitor - SAVE 24% + buy.com price: $357.41 List price: $465.00 + This lightweight monitor conserves power and fits perfectly in + areas with limited work space. + +For more info about this device, click here: +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0BC4u0Ab +___________________________________________________________ + + SiPix StyleCam - EXCLUSIVE LOW PRICE! + buy.com price: $49.99 List price: $69.99 + A digital camera, streaming video camera, USB video camera, and + video conferencing camera all-in-one. + +For more info about this product, click here: +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0BC4v0Ac +___________________________________________________________ + + AVerTV Box External TV Tuner Module - $30 MAIL-IN REBATE! + ($108.95 AFTER REBATE) + buy.com price: $138.95 List price: $159.99 + Watch TV, videos, and DVD movies on your PC. 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Price +President, buy.com + + + ============================================== + D-Link offers a complete line of Wireless Networking Solutions! + http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0BCJC0A8 + ============================================== + +In addition to electronics, buy.com also offers top-of-the-line +computers, best-selling books, videos, wireless, software and much +more. Check out these stores: + + + +Computers +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu04pB0AP + +Software +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0RVU0Am + +Electronics +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0FWL0AS + +Wireless +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0bIi0AB + +Books +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0FWQ0AX + +Music +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0FWP0AW + +Games +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu04o40AA + +Video +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0FWN0AU + +DVD +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu04o10A6 + +Clearance +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu0bIc0A4 + + + + +Anytime Help: Please use the link below for your Customer +Support questions. Please do not reply to the buy.com eMail +address. It is not an active mailbox. Click here: +http://enews.buy.com/cgi-bin5/flo?y=eE3l0D4S5I0Blu04pH0AV + +All prices and product availability subject to change without +notice. Unless noted, prices do not include shipping and +applicable sales taxes. Product quantities limited. List price +refers to manufacturer's suggested retail price and may be +different than actual selling prices in your area. Please visit +us at buy.com or the links above for more information +including latest pricing, availability, and restrictions on each +offer. ""buy.com"" and ""The Internet Superstore"" are trademarks +of BUY.COM Inc. ? BUY.COM Inc. 2001. All rights reserved. + +We respect your privacy. If you would rather not receive eMail +alerting you of buy.com special offers, product announcements, +and other news, just let us know by clicking here: +http://enews.buy.com/cgi-bin5/profile?y=eE3l0D4S5I0Blus" +"arnold-j/deleted_items/555.","Message-ID: <20513436.1075855215088.JavaMail.evans@thyme> +Date: Fri, 21 Dec 2001 12:38:37 -0800 (PST) +From: info@winebid.com +To: december2001@lists.winebid.com +Subject: Historic Lafite-Rothschild at Winebid.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""winebid.com"" +X-To: December2001 +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + +Welcome to Winebid.com's newest auction, which begins closing Sunday, +Dec. 30, at 9 p.m., US Eastern Time. + +Rarely do 19th-century wines from top producers become available. So we +are pleased in this auction to offer Lafite-Rothschild 1864, 1865, 1870 +and 1900. Robert M. Parker Jr. has tasted the first three and rated them +between 92 and 98 pts. Michael Broadbent gave the 1900 5 stars. Taste a +bit of history. Find them here: +http://www.winebid.com/home/spotlight3.shtml + +From ""perfect"" 100-point Margaux 1990 to ""perfect"" 100-point Barbaresco +Sori Tildin (Gaja) 1990, this classy collection includes remarkable +wines from France, Italy, Australia, California and Spain. Looking for +more ""perfect"" wines? How about Harlan Estate 1997 in a magnum, Robert +M. Parker Jr. 100 pts, and Chateauneuf du Pape Reserve des Celestins +(Henri Bonneau) 1990, Parker 100 pts. Find them here: +http://www.winebid.com/home/spotlight4.shtml + +For ""perfect"" Bordeaux, may we suggest Beausejour (Duffau-Lagarrosse) +1990, a Robert M. Parker Jr. 100 pt wine. Wine Spectator called it +""liquid cashmere."" We offer too Haut-Brion 1989, Parker 100 pts. Wine +Spectator gave the same wine 97 pts and called it ""Superb. Great +Future."" Find them here: +http://www.winebid.com/home/spotlight2.shtml + +The greatest Shiraz ever produced in Australia? Robert M. Parker Jr. +thinks Three Rivers Shiraz 1995 may be just that. He gave the wine 99 +pts and called it ""A virtually perfect wine of splendid concentration, +symmetry, and length (nearly a minute). This may be the greatest Shiraz +produced in Australia."" It is part of an extraordinary Three Rivers +Shiraz Vertical 1989 - 1995. Find it here: +http://www.winebid.com/home/spotlight1.shtml + +If you click on a link in this email and it doesn't open properly in +your browser, try copying and pasting the link directly into your +browser's address or location field. + +Forget your password? +http://www.winebid.com/os/send_password.shtml +To be removed from the mailing list, click here: +http://www.winebid.com/os/mailing_list.shtml +Be sure to visit the updates page for policy changes: +http://www.winebid.com/about_winebid/update.shtml +" +"arnold-j/deleted_items/556.","Message-ID: <31090684.1075855215110.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 07:53:20 -0800 (PST) +From: george.ellis@americas.bnpparibas.com +To: george.ellis@americas.bnpparibas.com +Subject: (01-444) EXCHANGE TO EXTEND NATURAL GAS TRADING HOURS TOMORROW +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: george.ellis@americas.bnpparibas.com@ENRON +X-To: george.ellis@americas.bnpparibas.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + + + + +Notice No. #01-444 +December 26, 2001 + +TO: NYMEX DIVISION MEMBERS / MEMBER FIRMS + NYMEX DIVISION CLEARING MEMBERS + +FROM: J. ROBERT COLLINS, JR., PRESIDENT + +RE: EXCHANGE TO EXTEND NATURAL GAS TRADING HOURS TOMORROW + +The New York Mercantile Exchange, Inc., will extend trading in its natural +gas futures and options contracts to 2:45 PM from their regular closing time +of 2:30 PM. in response to a change in schedule, due to the holidays, of the +release by the American Gas Association (AGA) of results of its weekly +storage survey report. + +The rescheduling of the announcement coincides with the expiration of the +January natural gas futures contract. The Exchange had previously announced +that trading in natural gas futures and options will be extended until 2:45 +whenever the expiration of natural gas futures occurs on a Wednesday, the +regular release date of the AGA report. + + + + +_____________________________________________________________________________________________________________________________________ + +Ce message et toutes les pieces jointes (ci-apres le ""message"") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. + +Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. + +L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. + ---------------------------------------------------------------------------------- +This message and any attachments (the ""message"") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. + +Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. + +The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. +_____________________________________________________________________________________________________________________________________" +"arnold-j/deleted_items/557.","Message-ID: <31520318.1075855215134.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 09:25:17 -0800 (PST) +From: dailyquote@smtp.quote.com +To: jarnold@enron.com +Subject: The Daily Quote +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: DailyQuote@smtp.quote.com@ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +=09 + + +=09 + + +=09=09=09=09=09 + + +=09=09=09 [IMAGE]ENTER SYMBOL Find symbol Quote(s) Msg. Board LiveChar= +t =09 [IMAGE]Real-Time Exchanges & Streaming Charts =09=09=09 + + +=09=09 =09=09=09 + + +=09=09 [IMAGE]News Center [IMAGE]| [IMAGE]Most Actives [IMAGE] | [IMAGE]= +Up/Downgrades [IMAGE] | [IMAGE]Splits [IMAGE] | [IMAGE]Economic Calendar = +[IMAGE] | [IMAGE]Industry Research [IMAGE] | [IMAGE]Finance101 [IMAGE] = +=09=09=09 +=09=09=09=09=09 + + +=09=09 =09 =09 + + +=09=09=09=09 +=09 [IMAGE]The Daily Quote Edit watchlist or email address [IMAG= +E]NASDAQ 1980.22 35.74 (1.83%) [IMAGE]DJIA 10153.39 118.05 (1.17%) = + [IMAGE]SP500 1157.48 12.83 (1.12%) - - - - - ALL Indices?[IMAGE]?= + [IMAGE]FINANCE 101: ASK THE EDITOR Richard Aggers asks, [IMAGE]Q.= + [IMAGE]""What are the current pitfalls of REIT's?"" [IMAGE]A. REIT is an= + acronym for Real Estate Investment Trust, and here is how it works. Not s= +o very....continue [IMAGE]? - - - - - [IMAGE]Question? Ask the editor [IM= +AGE]? (Finance101@quote.com) - - - - - Browse Q+A Archive [IMAGE]WEDNES= +DAY'S PRODUCT HIGHLIGHT [IMAGE]FINANCE NEWSLETTERS Lycos Finance offers a v= +ariety of financial newsletter that include; market updates, investor opini= +on, portfolio news and more. MORE [IMAGE]? [IMAGE]Economic Releases [I= +MAGE]Date [IMAGE]Release [IMAGE]For 12/27 Help-Wanted Index Nov = + 12/28 Durable Orders Nov 12/28 Chicago PMI Dec 12/= +28 Consumer Confidence Dec 12/28 Existing Home Sales Nov - - - -= + - More economic releases [IMAGE]? [IMAGE]Your Watchlist [IMAGE]Edit [= +IMAGE]Symbol [IMAGE]Last [IMAGE]Change [IMAGE]NASDAQ:DSLN [IMAGE]1.31 = +0.30 (29.70%) [IMAGE]NASDAQ:TISA [IMAGE]4.00 0.80 (25.00%) [IMAGE= +]NYSE:CNC [IMAGE]4.04 0.81 (25.07%) [IMAGE]NYSE:ESR [IMAGE]2.38 0.42 (= +21.42%) [IMAGE]NASDAQ:DIGX [IMAGE]2.60 0.48 (22.64%) [IMAGE]NASDA= +Q:OTWO [IMAGE]1.77 0.33 (22.91%) - - - - - Setup a fully personaliz= +ed portfolio [IMAGE]? [IMAGE]Your Watchlist News [IMAGE]DSL.NET, INC.= + (NM) DSL.net Secures New $15 Million Investment; Additional Investment fr= +om New Syndicate Positions Company to Accelerate Smart Growth Strategy 26 = +Dec 2001, 09:02am ET (BusinessWire) DSL.net Cited as Third Fastest Growing = +Competitive Telecommunications Company In Recent Industry Study 18 Dec 2001= +, 1:59pm ET (BusinessWire) DSL NET INC FILES FORM S-8 (*US:DSLN) 14 Dec 200= +1, 5:33pm ET (EDGAR Online) - - - - - MORE DSLN News [IMAGE]? [IMAGE]TO= +P IMAGE SYSTEMS, LTD. (SC) Top Image Systems Awarded World's Largest Census= + Project in India 26 Dec 2001, 07:58am ET (PR Newswire) Top Image Systems S= +trengthens Its Position in the Global Banking Sector 27 Nov 2001, 06:01am E= +T (PR Newswire) Izhak Nakar Announces His Retirement from Top Image Systems= + 21 Nov 2001, 06:00am ET (PR Newswire) - - - - - MORE TISA News [IMAGE]? = + [IMAGE]CONSECO INC Zacks.com Featured Expert Issues Recommendations On: G= +X, GLW, LVLT, CIEN, STOR, CNC, ADCT, Q, and NXTL 18 Dec 2001, 06:03am ET (P= +R Newswire) GimmeCredit gives lumps of coal to finance bonds 14 Dec 2001, 6= +:55pm ET (Reuters) Conseco Strategic Income Fund Declares Dividend 14 Dec 2= +001, 4:15pm ET (BusinessWire) - - - - - MORE CNC News [IMAGE]? [IMAGE]So= +rry, we are experiencing technical problems. - - - - - Please press the bro= +wser reload/refresh button to try fixing the problem. If you keep receiving= + this error message, it is most likely a problem with our servers. In the m= +eantime, feel free to browse other areas of the site, or leave feedback wit= +h Lycos Customer Service - - - - - [IMAGE]? Back to previous page [IMAGE]D= +IGEX, INC. (NM) Ford Motor Company Renews Multi-million Dollar Managed Host= +ing Contract With Digex 19 Dec 2001, 4:28pm ET (PR Newswire) InfoVista Sele= +cts Digex for Managed Hosting 18 Dec 2001, 08:32am ET (PR Newswire) Digex E= +xpands Its Board of Directors With Three New Elections 17 Dec 2001, 11:57am= + ET (PR Newswire) - - - - - MORE DIGX News [IMAGE]? [IMAGE]O2WIRELESS S= +OLUTIONS, INC. (NM) o2wireless Solutions' CEO Murray L. Swanson Talks to T= +he Wall Street Transcript 24 Dec 2001, 09:00am ET (BusinessWire) o2wireless= + Solutions Elects New Chairman 18 Dec 2001, 10:13am ET (PR Newswire) O2WIRE= +LESS SOLUTIONS INC FILES FORM 10-Q (*US:OTWO) 15 Nov 2001, 02:11am ET (EDGA= +R Online) - - - - - MORE OTWO News [IMAGE]? [IMAGE]Today's Top Stock N= +ews As of 26 Dec 2001, 12:16 ET powered by Briefing.com [IMAGE]Dow +111, Na= +sdaq +34, S?+12.94 Dec 26 2001 11:30am ET Confined action near the highs c= +ontinues for the indices amid lighter than average volume and firmly bullis= +h market internals. Retail has been a popular area for the bulls today but= + energy is also performing very well.... continue [IMAGE]? [IMAGE] MORE NE= +WS ? Stocks to Watch [IMAGE]UNSUBSCRIBE To stop receiving this newslette= +r, send an e-mail to: cancel-Quote@mailbox.lycos.com with [IMAGE]jarnold@en= +ron.comin the subject line of the email. Update your email address or wat= +chlist: http://finance.lycos.com/home/newsletter/prefs.asp View/change all= + email-newsletter subscriptions on Lycos: http://ldbauth.lycos.com/cgi-bin/= +mayaRegister?m_PR=3D4&m_RC=3D3 (click ""Edit email subscriptions"" after logg= +ing in) =09=09=09 + + +=09 + + + [IMAGE]? [IMAGE]Lycos Worldwide =09=09? Copyright 2001, Lycos, Inc. Al= +l Rights Reserved. Lycos + is a registered trademark of Carnegie Mellon University.=09 + + +=09 + + +=09=09 About Terra Lycos | Help | Jobs | Advertise | Business Developme= +nt=09=09 + + +=09 + + Your use of this website constitutes acceptance of the Lycos Network P= +rivacy Policy" +"arnold-j/deleted_items/558.","Message-ID: <4623223.1075855215223.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 09:53:46 -0800 (PST) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: CFTC Commitment of Traders - Natural Gas +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent CFTC Commitment of Traders Data for Natural Gas. + +Thanks, +Mark + - CFTC-NG-12-26-01.doc " +"arnold-j/deleted_items/559.","Message-ID: <24010209.1075855215246.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 05:02:46 -0800 (PST) +From: capstone@texas.net +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 12-26-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + - 12-26-01 Nat Gas.doc " +"arnold-j/deleted_items/56.","Message-ID: <1057043.1075852690025.JavaMail.evans@thyme> +Date: Fri, 5 Oct 2001 15:21:48 -0700 (PDT) +From: m..schmidt@enron.com +Subject: Enron Mentions +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: Schmidt, Ann M. +X-To: +X-cc: +X-bcc: +X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: JARNOLD (Non-Privileged).pst + +USA: Northwest preparing $1.8 bln offer for Portland. +Reuters English News Service, 10/05/01 +Energy Security Concerns On Congressional Front Burner +Dow Jones Energy Service, 10/05/01 +USA: CORRECTED - Future of US power grid at stake in Supreme Court case. +Reuters English News Service, 10/05/01 +BRAZIL: Brazil readies guarantees for electricity sales. +Reuters English News Service, 10/05/01 +Brazil To Guarantee Contracts In Wholesale Power Market +Dow Jones International News, 10/05/01 +USA: UPDATE 1-Northwest Natural in talks to buy Portland GE. +Reuters English News Service, 10/05/01 + +Enron in Talks to Sell Portland General to Northwest (Update6) +Bloomberg, 10/05/01 + + + + + + +USA: Northwest preparing $1.8 bln offer for Portland. + +10/05/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 5 (Reuters) - Northwest Natural Gas Co is in the final stages to make an offer of $1.8 billion to buy Portland General Electric Co from Enron Corp in a deal that would bring the two Oregon-based utilities together, sources familiar with the situation said. +They told Reuters that Northwest was offering a mixture of cash and stock and would also take on an additional $1.0 billion of debt, stamping an enterprise value of $2.8 billion on the assets. +The board of Northwest was still to vote on the deal but sources said the deal could be announced as early on Monday. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +Energy Security Concerns On Congressional Front Burner +By Bryan Lee + +10/05/2001 +Dow Jones Energy Service +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +OF DOW JONES NEWSWIRES + +WASHINGTON -(Dow Jones)- Congressional passage of energy policy legislation is unlikely to happen this year as energy infrastructure security has jumped to the forefront as a priority concern after Sept. 11, according to key House and Senate lawmakers. +""I'm not sure there'll be a bill this year,"" said Sen. Jeff Bingaman, D-N.M., chairman of the Senate Energy and Natural Resources Committee. +It will be too difficult to reach agreement on the issues involved in passing a comprehensive energy policy bill and still get the measure through conference committee and to the president's desk before Congress adjourns this fall, Bingaman told an industry-sponsored forum this week. +Bingaman has slated a hearing on energy infrastructure security for Tuesday, and plans to move legislation on the subject separately from the energy-policy bill. In advance of next week's hearing, Bingaman has solicited comments from leading energy industry groups. +""The priorities have changed since Sept. 11,"" said Rep. Joe Barton, R-Texas, chairman of the House Energy and Air Quality Subcommittee. ""The energy security issue is now paramount,"" he said. +Barton announced this week that he wouldn't launch a campaign next year for the Senate seat being vacated by Phil Gramm, R-Texas. The decision stemmed in part from a desire to stay at the House Energy and Commerce Committee panel he chairs to work on energy infrastructure concerns. +Congress will pass energy-policy legislation next year and focus on energy infrastructure security this year, Barton said, citing the threat to power plants, transmission lines, and natural gas and oil pipelines. +The two legislators spoke at an energy forum this week sponsored by Enron Corp. (ENE), entitled ""Energy Policy at a Crossroads."" +The priority on infrastructure security was applauded by John M. Derrick, Jr., chairman and chief executive of Potomac Electric Power Co. (POM). +""We in the industry are concerned about an energy hit on our infrastructure,"" Derrick told the two lawmakers. +That concern is well-founded, according to James R. Schlesinger, who in past administrations headed the departments of energy and defense, and the Central Intelligence Agency. +""Our electric power grid is particularly vulnerable,"" Schlesinger said, particularly citing the threat from ""information warfare."" +Schlesinger's warning was borne out the week after Sept. 11. The North American Electric Reliability Council, the industry group that coordinates power-grid reliability, reported last month its telephones and other communications were temporarily knocked out during a flurry of computer virus attacks. +With the onset of increasing wholesale power market competition, the U.S. power grid is operating at a much higher capacity than ever before, making it vulnerable to physical or electronic attack, said Schlesinger. +This risk has been compounded since competition has ""weakened the incentive"" for utilities to make needed investment in transmission infrastructure, Schlesinger said. +House Panel Acts On Nuclear Security + +While Bingaman's committee prepares to tackle the issue beginning next week, the House Energy and Commerce Committee took a first stab at the issue this week. +On Wednesday, as part of a package of three antiterrorism bills, the panel adopted legislation making sabotage at a nuclear power facility a federal crime and authorizing plant security guards to carry weapons and make arrests. +The committee adopted an amendment sponsored by Rep. Edward Markey, D-Mass., requiring the U.S. Nuclear Regulatory Commission to undertake a comprehensive rulemaking to revise its power-plant security regime. +""As terrible as the attacks of Sept. 11 were, a successful terrorist assault on a nuclear power plant could result in a full-scale nuclear core meltdown and breach of containment that could result in countless more deaths and injuries,"" said Markey, who opposes nuclear power. +The NRC previously announced it is undertaking a top-to-bottom review of its security requirements in light of the Sept. 11 attacks. ""As decisions are made, they will be implemented,"" said NRC spokesman William Beecher, who otherwise declined to comment on the House action, which is under review by the agency. +The Nuclear Energy Institute, the industry's trade group, criticized the House action as a rash response to the Sept. 11 attacks. Nuclear power plant security issues should be addressed as part of an overall effort to secure U.S. energy infrastructure, NEI said. +""We believe the security issue has to be addressed in a comprehensive and thoughtful way. That wasn't done Wednesday,"" said John Kane, NEI's vice president for governmental affairs. +Kane also called for Congress to firmly delineate the responsibilities of the federal government and industry in securing nuclear power plants against attack. It isn't appropriate for private industry to respond to threats from enemies of state, he said. +Bingaman, the Senate chairman, said Wednesday that, while he supports federalizing airport security, he believes that nuclear power plant defenses should remain the responsibility of the industry. +-By Bryan Lee, Dow Jones Newswires; 202-862-6647; Bryan.Lee@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: CORRECTED - Future of US power grid at stake in Supreme Court case. + +10/05/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +In Oct. 3 WASHINGTON story headlined ""Future of US power +grid at stake in Supreme Court case"" .... please read in +paragraph 9.... Industry lobbying group Electric Power Supply +Association filed court briefs supporting Enron's position, +while Edison Electric Institute filed in support of FERC ... +instead of ... Industry lobbying groups Edison Electric +Institute and Electric Power Supply Association filed court +briefs supporting Enron's position ... (corrects Edison's +position). +A corrected repetition follows. +By Chris Baltimore +WASHINGTON, Oct 3 (Reuters) - With billions of dollars at stake in the electricity market, lawyers for Enron Corp urged the U.S. Supreme Court on Wednesday to uphold federal regulators' obligation to drive open competition on the nation's transmission grid. +The nation's highest court heard oral arguments in the case which could have sweeping implications for the $220 billion U.S. electricity market. +The Supreme Court's ruling could either open the U.S. transmission grid to retail competition, or limit open markets to just the wholesale realm. +A decision is expected later this year or early in 2002. +""It's billions and billions of dollars at stake"" for energy firms, said an industry source. ""A ruling could expand existing open wholesale markets to the retail level."" +The case is on appeal from the U.S. Appeals Court for the District of Columbia, which upheld FERC's authority to regulate state transmission in a June 2000 ruling. +NEW YORK SAYS FERC WENT TOO FAR +Enron - the largest U.S. wholesale power player and an ardent proponent of open markets and nationwide deregulation - argued the Federal Energy Regulatory Commission should have authority to force competition of all transmission assets. +FERC should expand its authority beyond wholesale markets and states that have deregulated retail markets, Enron says. +""You need a set of rules of the road that apply to everybody,"" said Enron attorney Louis Cohen. Industry lobbying group Electric Power Supply Association filed court briefs supporting Enron's position, while Edison Electric Institute filed in support of FERC. +Meanwhile, in a separate companion case, the state of New York argued FERC went too far in regulating flows of electricity within the state. +""This is an example of an agency that has overstepped its bounds,"" said Lawrence Malone, general counsel for the New York State Public Service Commission. +New York wants the court to revoke FERC's authority to regulate retail sales, because electricity involved in such sales stays within state boundaries and is not subject to federal regulation. +""We now have two hands on the retail wheel and it doesn't work,"" Malone told the court. +Stuck squarely in the middle is FERC, which derives its mandate from an interpretation of the Federal Power Act of 1935. +FERC ORDERED OPEN ACCESS +At issue is Order 888, which FERC approved in 1996 after it found that transmission-owning utilities have an inherent incentive to bar access to their wires by competing companies. +The order essentially opened the grid to wholesale competition by forcing utilities to offer nondiscriminatory policies to energy firms that want to ship electricity over non-owned transmission lines. +New York argues that FERC's 1996 order oversteps state authority over intrastate commerce set in the 1935 law, while Enron asserts FERC did not go far enough and needs to expand its authority to both retail and wholesale markets. +Because of the interwoven nature of the transmission grid, electricity that flows within state boundaries cannot be distinguished from power that flows from state to state as a result of wholesale sales, Enron's Cohen argued. +All of the electricity is competing for space on the grid, and Enron wants FERC to step in to prevent state utilities from ""being able to hog those sites for their own use and keep us off the road,"" Cohen told the court. +The Supreme Court justices' leanings on the case were unclear from oral arguments, where they questioned lawyers on interpreting the 1935 act. +At least one justice found the intricacies of electricity transmission mechanics daunting. +""It's not like putting water through a dam,"" said Justice Stephen Breyer. ""I don't even know how this works."" + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +BRAZIL: Brazil readies guarantees for electricity sales. +By Denise Luna + +10/05/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +RIO DE JANEIRO, Brazil, Oct 5 (Reuters) - Brazil is preparing a set of rules to guarantee electricity sales from new thermoelectric plants at market prices in order to get these plants working as soon as possible amid a power crisis. +The head of the government's task force for the electricity crisis, Pedro Parente, told reporters on Friday the rules would be published next week and would include government funds to back sale guarantees for the so-called merchant plants. +The government of Latin America's largest country regulates electricity prices. Analysts say this system stymies investment in the energy sector, especially in the much-needed natural gas-fired plants, as returns cannot be guaranteed. +Most of Brazil's natural gas is imported, and its price in local currency terms grows higher when the real depreciates against the dollar. So far this year, the real has lost about 30 percent of its value. +""We can't have these plants standing idle while the country needs energy,"" Parente said, citing the example of a plant finished by U.S. energy giant Enron Corp. last month, which is not operating due to a lack of contracts at market prices. +Brazil needs gas-fired plants as it struggles to reduce its dependence on hydroelectric stations. Two years of droughts have dried up water reservoirs at these plants triggering this year's acute power shortage, which forced the government to impose tough power rationing from June. +There is a virtual Wholesale Electricity Market (MAE) in Brazil, but it only quotes prices for electricity and has never seen a single contract struck due to high prices there and existing contracts between generators and distributors. +Now, the government's Brazilian Emergency Energy Sales (CBEE) entity, should provide contracts for the new plants at attractive prices taken from MAE. +The government expects 10 power plants with a total capacity of 2,153 megawatts to become operational by March 2002, which should boost the total generation capacity of some 70,000 megawatts. +Apart from Enron's, a plant built by U.S.-based El Paso Corp. is also ready to start producing energy. +The head of Brazil's National Development Bank (BNDES), Francisco Gros, pointed out the financial guarantee would have a limit, which is yet to be established. +Gros also acknowledged that the electricity tariffs would have to be reviewed to take into account losses by power utilities since the start of rationing as well as prices to be charged by new power stations. +""We are thinking of a differential hike which can occur gradually, so that it doesn't hit the pocket so much,"" he said, explaining that the losses from lower power consumption totaled 20 percent of revenues on average. +Gros also said the bank had enough resources to finance investment projects in the electricity sector and boost the offer of power. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Brazil To Guarantee Contracts In Wholesale Power Market + +10/05/2001 +Dow Jones International News +(Copyright (c) 2001, Dow Jones & Company, Inc.) + +RIO DE JANEIRO -(Dow Jones)- The Brazilian government will intervene in the virtually nonexistent wholesale energy market, known as MAE, by paying new merchant power generators in advance for their contracts, top officials said Friday. +The decision is valid for independent power generators such as Enron Corp's (ENE) Eletrobolt facility and El Paso Corp.'s (EPG) Macae Merchant unit, which couldn't sell the energy they started producing due to regulatory problems on the MAE. +According to the government's emergency plan to generate more power, these plants were supposed to sell their electricity on the free market according to their concession licenses. +""The MAE isn't working and these power plants can't sell the electricity which is already available,"" said Francsico Gros, president of Brazil's Development Bank BNDES, who is heading a commission to come up with a new model for the nation's troubled power sector. ""This is a serious problem which is hurting energy supply when we need all the electricity we can get."" +Gros said more than 2,000 megawatts of new electricity are ""waiting to be sold"" but hasn't reached distributors because there hasn't been any trading on the MAE. +A recently-created state-run company, called CBEE, will be responsible for settling the contracts for this energy. A percentage of the value of the contract will be paid up front by Brazil's Treasury to guarantee to generators that the contracts will be honored. +The government will also establish a ceiling price for contracts. Currently, the price set for power trading at the MAE was 364.00 reals ($1=BRR2.737) per megawatt/hour. +In late August, the Brazilian government had already announced it would start buying electricity from independent generators to sell to distributors as an emergency measure aimed at easing the effects of a power crunch and guaranteeing some power supply over the short term. +The emergency measures come after the apparent failure of MAE, which kicked off about a year ago with the promise to create a new framework for transactions between power generators and distributors. +But regulatory problems robbed MAE of credibility, and the innovative electronic exchange system that was especially designed for the power exchange and was supposed to regulate energy trading, wasn't used at all. +Gros said the government is working to restore confidence in MAE by creating more transparent rules for trading on the free energy market. +""MAE is an essential part of our plan for Brazil's energy sector model,"" he said. +South America's biggest economy is facing an unprecedented energy crisis after inadequate investment in the past few years and a drought this year that left water reservoirs at record-low levels. +Brazil is more than 90% dependent on hydroelectric plants for the electric energy it consumes. An energy-rationing plan was implemented in June to cut electricity use by an average 20% per month. +-By Adriana Brasileiro, Dow Jones Newswires; (5521) 9965-1193, +adriana.brasileiro@dowjones.com + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + +USA: UPDATE 1-Northwest Natural in talks to buy Portland GE. + +10/05/2001 +Reuters English News Service +(C) Reuters Limited 2001. + +NEW YORK, Oct 5 (Reuters) - Northwest Natural Gas Co. on Friday said it was discussing the acquisition of Portland General Electric Co. from Enron Corp., a deal that would bring together two Oregon utilities. +The Wall Street Journal said a purchase price of $1.8 billion in cash and stock was being discussed and that Enron would end up with a stake in Northwest. Northwest would also assume $1 billion of debt, it said. +The deal would combine the gas and electric utilities serving Portland, Oregon. +Northwest shares were down $2.99, or 11.5 percent, at $23 in morning trade on the New York Stock Exchange, giving up gains totaling $2.89 over the three previous sessions. +Enron shares were up 25 cents at $33.35. +In a brief statement, Northwest said it was confirming the talks with Enron in response to press reports. It said there was no assurance that a deal would be struck and it would not make any additional comments on the matter unless and until a formal agreement was reached. +The Wall Street Journal described the talks as advanced. Citing people familiar with the matter, it said the discussions were at a delicate stage and financing could be a problem for Northwest, which had a market value of only $655.5 million based on Thursday's closing stock price of $25.99. +News of the talks did not surprise UBS Warburg analyst James Yannello, who said Enron has made no secret of its desire to divest Portland GE, which serves more than 725,000 customers in northwest Oregon. Enron, an energy marketing and trading powerhouse, acquired Portland GE in July 1997 for stock valued at $2.1 billion. +Northwest, doing business as NW Natural, is a gas distribution utility serving more than 500,000 customers throughout Oregon and Vancouver, Washington. On Friday the company raised its quarterly dividend for the 46th year in a row. +ENRON SEEN RECEPTIVE TO STOCK +On the possibility that Northwest might have trouble financing a deal, Yannello said that in the past Enron has been receptive to accepting stock. +He believes Enron ""is taking a very close look at all of its assets,"" and he sees several similar announcements over the next few months. +Portland GE, a power generator and distributor, had 2000 revenues of $2.25 billion. Its 2001 first-half revenues rose to $1.6 billion from $827 million a year earlier, and net income increased to $71 million from $63 million. +Portland GE pays Enron dividends totaling $20 million each quarter. +Portland GE was founded in 1889, delivering power to the city of Portland from the Willamette Falls, 14 miles away on the Willamette River - the first long-distance transmission of electricity in the United States. +The company owns eight hydroelectric plants with a total capacity of 615 megawatts. It also has a 65 percent interest in a coal-fired power plant in Boardman, Ore., and a 20 percent stake in a Colstrip, Montana, power plant. These interests, along with 742 megawatts of gas-fired power plants in Clatskanie and Boardman, Oregon, give Portland GE total generation capacity of 1,399.9 megawatts. + +Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. + + +Enron in Talks to Sell Portland General to Northwest (Update6) +2001-10-05 16:09 (New York) + +Enron in Talks to Sell Portland General to Northwest (Update6) + + (Adds closing share prices in ninth and 13th paragraphs.) + + Houston, Oct. 5 (Bloomberg) -- Enron Corp. may sell Portland +General Electric Co. to Northwest Natural Gas Co., another Oregon +utility, as part of a plan to shed slow-growing businesses and +focus on commodities trading. + + Northwest said the companies are in talks, though an +agreement isn't assured. The negotiations come more than five +months after the sale of Portland General to Sierra Pacific +Resources collapsed. Enron spokesman Mark Palmer wouldn't comment. + + Enron has been trying to sell Portland General for about two +years. Houston-based Enron, once mainly an operator of natural-gas +pipelines, has transformed itself into the biggest trader of +electricity and gas, a business that doesn't require ownership of +expensive assets such as power plants and pipelines. + + Portland General ``is regulated, and it's really slow growth, +so it doesn't fit in with what Enron's trying to be,'' said Tara +Gately, an analyst with Loomis Sayles & Co., which holds about +135,000 Enron shares. + + The Wall Street Journal today reported that the two companies +are negotiating a sale price of $2.8 billion in cash, stock and +assumed debt. Enron bought Portland General in 1997 for $3.1 +billion in stock and debt. + + The utility's earnings are forecast to rise 1 percent next +year, said analyst Robert Christensen of First Albany Corp. + + By comparison, Enron's profit from buying and selling +commodities such as energy, lumber and steel is increasing 25 +percent a year as more markets open to competition, said +Christensen, who rates the shares ``strong buy'' and owns them. + + ``It would just be a positive to get (the Portland General +sale) done and use the cash for other businesses,'' Gately said. + + Enron shares fell $1.37, or 4.1 percent, to $31.73. + + Enron stock has declined 62 percent this year, mostly because +of the resignation of Chief Executive Jeff Skilling, concerns +about the California power market, losses at its bandwidth-trading +business and an electricity-contract dispute in India. The stock +dropped even as Enron said second-quarter earnings rose 40 percent +to $404 million while revenue almost tripled to $50.1 billion. + + Sierra Pacific canceled its proposed $3.1 billion acquisition +of Portland General on April 26 because California's energy crisis +made it too hard to win approval. Legislators banned sales of +power plants serving the state, blocking Sierra Pacific from +selling a stake in a generating plant, needed to win clearance for +the deal. + + ``It's a difficult regulatory environment,'' said Bern +Fleming, manager of the $2.4 billion AXP Utilities Income Fund, +which holds about 300,000 Enron shares. ``I wonder if someone in +that region might handle it better.'' + + Northwest + + Northwest shares fell $2.58, or 9.9 percent, to $23.41, +cutting its market value to about $588 million. The company, based +in Portland, Oregon, would take on about $1 billion in debt with +the purchase, the Journal said. + + Bond rating company Egan Jones lowered its credit rating on +Northwest to ``A-'' from ``A,'' still investment grade. Northwest +already has about $450 million in debt, Egan Jones said. + + Other terms of the transaction need to be completed, and an +agreement may be announced in a few days, the Journal reported. + + Northwest serves more than half a million Oregon and +Washington customers. Richard Reiten, Northwest's chairman and +chief executive, was president of Portland General from 1989 to +1996. + + At a price of $2.8 billion, Northwest would be paying 1.2 +times sales, less than the average of four times revenue paid for +U.S. utilities this year, Bloomberg data show. + + ``It sounds like the transaction would result in Enron +retaining a minority stake,'' said Andre Meade, an analyst at +Commerzbank Securities Inc. who rates Enron ``accumulate'' and +doesn't own the stock. ``It may be that Northwest can only finance +a portion of the buy at this stage.'' + + Oregon regulators likely will approve the transaction if +Northwest shows that its service and rates will stay the same, +Meade said. + + The acquisition would allow Northwest to negotiate better gas +prices by increasing the amount of the fuel that it buys, he said. +The company may also be able to cut costs through job cuts and +eliminating duplicate services. + + Northwest said in July that second-quarter profit more than +doubled to $4.3 million as weather cooled and the company added +customers. + + California Platform + + Enron acquired Portland General, which has more than 700,000 +customers in Oregon, as a platform to sell power into California's +deregulating market. + + Since then, Enron has moved away from owning assets such as +power plants and pipelines to concentrate on energy trading. As +part of that shift, Enron this week agreed to sell oil and gas +fields in India to the U.K.'s BG Group Plc for $388 million. + + Portland General gave Enron experience with the electricity +market and utility regulations, and helped the company develop its +power-trading business, Loomis Sayles's Gately said. + + Sierra Pacific, based in Reno, Nevada, agreed to buy Portland +General in November 1999. To win regulators' approval of the +acquisition, Edison International's utility had to agree to sell a +stake in a Nevada power plant also owned by Sierra. + + California banned power-plant sales by the state's utilities +because of its power shortage, blocking the Nevada sale. Enron +said at the time that it wouldn't rule out trying again to sell +the utility. + + ScottishPower Plc, the U.K.-based owner of the northwestern +U.S. utility PacifiCorp, considered a bid for the utility, the +Observer newspaper reported in April. + +" +"arnold-j/deleted_items/560.","Message-ID: <13989921.1075855215268.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 05:08:26 -0800 (PST) +From: carrfuturesenergy@carrfut.com +To: smollner@carrfut.com +Subject: Daily Charts 12/26 +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: CarrFuturesEnergy@carrfut.com@ENRON +X-To: smollner@carrfut.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + +The information contained herein is based on sources that we believe to be +reliable, but we do not represent that it is accurate or complete. Nothing +contained herein should be considered as an offer to sell or a solicitation +of an offer to buy any financial instruments discussed herein. Any +opinions expressed herein are solely those of the author. As such, they +may differ in material respects from those of, or expressed or published by +on behalf of Carr Futures or its officers, directors, employees or +affiliates. ? 2001 Carr Futures + + +The charts are now available on the web by clicking on the hot link(s) +contained in this email. If for any reason you are unable to receive the +charts via the web, please contact me via email and I will email the charts +to you as attachments. + + +Crude http://www.carrfut.com/research/Energy1/crude07.pdf +Natural Gas http://www.carrfut.com/research/Energy1/ngas07.pdf +Distillate http://www.carrfut.com/research/Energy1/hoil07.pdf +Unleaded http://www.carrfut.com/research/Energy1/unlded07.pdf + +Feb. WTI/Brent Spread +http://www.carrfut.com/research/Energy1/clg-qog.pdf +Feb Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf +Feb Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf +Feb Gas/Heat Spread http://www.carrfut.com/research/Energy1/hug-hog.pdf +June Gas/Heat Spread +http://www.carrfut.com/research/Energy1/HUM-HOM.pdf +March Gas/Heat Spread +http://www.carrfut.com/research/Energy1/HUH-HOH.pdf +Feb/May Unlead Spread +http://www.carrfut.com/research/Energy1/HUG-HUK.pdf +Feb/July Crude oil Spread +http://www.carrfut.com/research/Energy1/CLG-CLN.pdf + +Nat Gas Strip Matrix +http://www.carrfut.com/research/Energy1/StripmatrixNG07.pdf +Nat Gas Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixNG07.pdf + +Crude and Products Spread Matrix +http://www.carrfut.com/research/Energy1/SpreadmatrixCL07.pdf + +" +"arnold-j/deleted_items/561.","Message-ID: <12706261.1075855215291.JavaMail.evans@thyme> +Date: Thu, 20 Dec 2001 12:21:38 -0800 (PST) +From: stephanie.sever@enron.com +To: k..allen@enron.com, scott.neal@enron.com, john.arnold@enron.com +Subject: Follow up: New Company - Online Trader Access (Stack Manager & + Website) +Cc: lisa.lees@enron.com, jennifer.denny@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: lisa.lees@enron.com, jennifer.denny@enron.com +X-From: Sever, Stephanie +X-To: Allen, Phillip K. , Neal, Scott , Arnold, John +X-cc: Lees, Lisa , Denny, Jennifer +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +Please populate the attached worksheets(Stack & Website) for EAST, WEST & FINANCIAL Gas Trader Access and return to me once complete. Let me know if you have any questions. + + +Thank you +Stephanie Sever x33465 + + -----Original Message----- +From: Sever, Stephanie +Sent: Monday, December 17, 2001 10:20 AM +To: Allen, Phillip K.; Arnold, John; Martin, Thomas A.; Neal, Scott; Shively, Hunter S. +Cc: Lees, Lisa; Denny, Jennifer +Subject: New Company - Online Trader Access (Stack Manager & Website) + +Please populate the attached worksheets for Stack Manager & Website Access. I have added the Gas product types and a drop down for each user/product type to populate with READ, EXECUTE or NONE. For READ ONLY Website ID's, additional population is NOT necessary. Please add or remove names as necessary and return to me once complete. Let me know if you have any questions. + + +Thank you, + +Stephanie Sever +EnronOnline +713-853-3465" +"arnold-j/deleted_items/562.","Message-ID: <13726892.1075855215313.JavaMail.evans@thyme> +Date: Wed, 19 Dec 2001 08:53:06 -0800 (PST) +From: wtashnek@aol.com +To: john.arnold@enron.com +Subject: (no subject) +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: WTashnek@aol.com@ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + +I'm just checking to see if you got my e-mail Monday." +"arnold-j/deleted_items/563.","Message-ID: <21159991.1075855215336.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 11:14:52 -0800 (PST) +From: rwolkwitz@powermerchants.com +To: dutch.quigley@enron.com, farace.rick@enron.com +Subject: FW: BRITNEY SPEARS +Cc: john.arnold@enron.com +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +Bcc: john.arnold@enron.com +X-From: ""Wolkwitz, Rick"" @ENRON +X-To: Quigley, Dutch , Rick Farace +X-cc: Arnold, John +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + + +-----Original Message----- +From: MICHAEL DONELAN, NATIVE NATIONS SECUR +[mailto:MPDONELAN@bloomberg.net] +Sent: Wednesday, December 26, 2001 2:08 PM +Subject: Fwd: BRITNEY SPEARS + + +----- Original Message ----- +From: JIM CLAIRE, EVERGREEN INVESTMENT +At: 12/26 14:01 + +http://home01.wxs.nl/~bigwilly/picz/britneys_breasts.swf + + +------------------------------------------------------------------------ +-------- +This was prepared solely for informational purposes and is not intended +to be an offer, or the solicitation of an offer, +to buy or sell securities. The information was obtained from sources +believed to be reliable, but we do not represent +that it is accurate or complete and it should not be relied upon as +such. Price and availability are subject to change +without notice. Any opinions herein reflect our judgment at this time +and are subject to change without notice. Changes +to assumptions may have a material impact on returns. Past performance +is not indicative of future results. Further +information on any securities referred to herein and their pricing may +be obtained upon request." +"arnold-j/deleted_items/564.","Message-ID: <26105919.1075855215358.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 05:37:34 -0800 (PST) +From: capstone@texas.net +To: bob.mckinney@capstone-ta.com +Subject: Nat Gas market analysis for 12-27-01 +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +Attached please find the Natural Gas market analysis for today. + +Thanks, + +Bob McKinney + - 12-27-01 Nat Gas.doc " +"arnold-j/deleted_items/565.","Message-ID: <4439034.1075855215380.JavaMail.evans@thyme> +Date: Wed, 26 Dec 2001 23:25:03 -0800 (PST) +From: gift@amazon.com +To: jarnold@enron.com +Subject: Save Big at Our Clearance Event +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Amazon.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +[IMAGE] + + + [IMAGE] [IMAGE]Explore more savings ..... [IMAGE] [IMAGE] [IMAGE]Learn more ..... + + + Search Amazon.com for: + + + We hope you enjoyed receiving this message. However, if you'd rather not receive future e-mails of this sort from Amazon.com, please visit the Help page Updating Subscriptions and Communication Preferences and click the Customer Communication Preferences link. Please note that this e-mail was sent to the following address: jarnold@enron.com + + +[IMAGE]" +"arnold-j/deleted_items/566.","Message-ID: <15357368.1075855215408.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 07:12:22 -0800 (PST) +From: messenger@directtrak.com +To: jarnold@enron.com +Subject: Alumni e-news +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: quoted-printable +X-From: Vanderbilt University @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +[IMAGE]=09 + Vol. 1, No. 7 * December 2001 Table of Contents Alumni News Campus News = +Vanderbilt in the News Research at Vanderbilt Sports News Alumni Club Happ= +enings Alumni News What's in a Name? The Office of Alumni Programs has a= + new name and a new location. Now called Alumni Relations, our office has = +moved from Alumni Hall to the 10th floor of the Baker Building on 21st Ave= +nue South. Our new name better describes the broad range of programs and s= +ervices provided by the staff and volunteers. These services range from st= +udent recruitment and alumni club events to online services and Alumni Tra= +vel programs. Please visit us in person or click here for our Web page. = + Expand Your Horizons It's time to make your travel plans for 2002. Alumn= +i Association tours are filling up fast, so don't wait to sign up for one = +of these trips. Destinations include a journey through China and down the = +Yangtze River; a visit to Machu Picchu and the Galapagos Islands; a trip t= +hrough Cuba; and a Mississippi River boat cruise. All trips feature a Vand= +erbilt professor who will share a unique perspective and knowledge of the = +region with members of the tour. Hot Off the Press Vanderbilt's first Alu= +mni Guide has hit the mail and should be in your living room now. Packaged= + together with the latest issue of Vanderbilt Magazine, the comprehensive = +guide is loaded with useful phone numbers, answers to frequently asked que= +stions, and other relevant information about campus happenings. You can al= +so find information about alumni events, services and programs, by visitin= +g http://sdm0.com/index.cfm?n=3D35&s=3D304&c=3D152057&t=3D138&e=3D1874045&o= +=3D466 Attention Young Alumni If you are a graduate of the classes of 1998,= + 1999, 2000 or 2001, please fill out and submit the annual Young Alumni Su= +rvey recently mailed to you. The information will be valuable in planning = +young alumni events, updating your contact information, and assessing the = +programs offered to young alums. Filling out the survey will also allow yo= +u to be included in this year's Black & Gold Pages-Your Class News. If yo= +u didn't receive a survey, click here to fill one out. The deadline to su= +bmit your survey is coming soon, so don't delay. VU Alum Named One of To= +p Artists Defining the Visual Arts Vanderbilt graduate Mel Chin was select= +ed by PBS as one of 21 artists who are defining the visual arts for a new = +millennium. Chin and the other 20 artists discussed their lives, their wor= +k and their visions in Art:21-Art in the Twenty-First Century, a four-part= + series that premiered in September on PBS. Board of Trust Chair Writes= + Biography About Late Husband, Bronson Ingram NASHVILLE BUSINESS JOURNAL--= +Martha Rivers Ingram has written a biography about her late husband, Brons= +on Ingram, titled E. Bronson Ingram: Complete These Unfinished Tasks of Mi= +ne. The 320-page book presents a behind-the-scenes look at a man who was r= +enowned for his multiple business interests and philanthropic involvement.= + Martha Ingram became the chairman of Ingram Industries, her husband's com= +pany, five days after he died in 1995. The company is now an $11 billion d= +istribution conglomerate, and Martha Ingram is well-known as one of the to= +p female executives in the nation. She is also chair of the Vanderbilt Boa= +rd of Trust. Vanderbilt Alumna Writes Book About FBI Spy Vanderbilt gradua= +te Elaine Shannon, BA'68, covers the Justice Department and the FBI for Ti= +me magazine and specializes in writing about terrorism. Little Brown will = +publish her third book in January-The Spy Next Door: The Extraordinary Sec= +ret Life of Robert Philip Hanssen, the Most Damaging FBI Agent in U.S. His= +tory. Shannon is a correspondent with Time magazine's Washington bureau. = +Vanderbilt Crew Forms Local Alumni Club Aboard USS Porter Three Vanderbilt = +alumni-Lt. Cmdr. Roger Camp, BS'90, Lt. j.g. Lauren Brick, BS'99, and Ensi= +gn Katie Dudash, BS'00, recently completed a six-month Mediterranean cruis= +e as sailors onboard the USS Porter. The Porter is one of the Navy's newes= +t Arleigh Burke-class guided missile destroyers. These destroyers have a w= +ardroom complement of 22-24 officers; so three officers from Vanderbilt pr= +actically constituted a local alumni club. Alumna Works With Burn Victims= + of World Trade Center Attacks Vanderbilt alumna Hayes Vargo, BA'96, went o= +n to earn a BSN in nursing from Columbia University, and now works as a st= +aff nurse in the William Randolph Hearst Burn Center located at New York P= +resbyterian's Cornell Medical Center. She was there on Sept. 11 and has sp= +ent the days since working with the burn victims from the World Trade Cent= +er terrorist attacks. Campus News Vanderbilt Funds Bridge Across 21st Av= +enue South NASHVILLE BUSINESS JOURNAL--The Metropolitan Planning Commissio= +n has approved a $2 million campus footbridge that will span 21st Avenue S= +outh and connect the Peabody campus to the Vanderbilt historic campus near= + the Central Library. Plans call for the pedestrian bridge to cross the he= +avily congested road near the Edgehill intersection, with endpoints near M= +agnolia Circle on the Peabody side and Godchaux Hall on the other. Vander= +bilt Community Office Helps Students Be Good Neighbors THE TENNESSEAN--Ma= +ry Pat Teague says things are not perfect between Vanderbilt University st= +udents who live off campus and their neighbors, but she's trying to change= + that. Teague is the assistant director of the Office of Community, Neighb= +orhood and Government Relations at Vanderbilt. The results of the office's= + work are apparent, Teague said. Last academic year, she received 22 compl= +aints from neighbors, most of them about noisy parties. This year, Teague = +said, she's had to intervene only six times. Owen School, Law School Esta= +blish New Program THE TENNESSEAN--To the students, it's a way to get a tast= +e of how lawyers and executives think and work-before the two groups are = +thrown together on the job. At Vanderbilt University's new law and business= + program, MBA and law students come together in special courses focusing = +on transactions. Law students earn a law degree with a certificate of spec= +ialization in law and business. Business students graduate with an MBA deg= +ree and a concentration in law and business. Vanderbilt Student-Conducte= +d Poll: Nashvillians Favor Scrutiny of People from Middle East THE TENNES= +SEAN--Most Nashvillians say it's OK to single out people of Middle Eastern= + descent for special law enforcement checks, according to a poll released = +recently by Vanderbilt University. The poll indicated that more African-Am= +ericans than others supported the extra security checks for people who are= +-or appear to be-Middle Eastern. Seventy-four percent of African-Americans= + said they support such special scrutiny vs. 64 percent of white and other= + residents. VUMC Board Votes to Build Outpatient Tower Next to Children'= +s Hospital THE TENNESSEAN--The Vanderbilt University Medical Center Board = +has approved an 11-story pediatric outpatient tower to be built next to th= +e Monroe Carell Jr. Children's Hospital now under construction on the camp= +us. If the university's Board of Trust approves the plan, work will begin = +right away on the 169,000-square-foot tower. It would almost triple the am= +ount of outpatient clinic space and consolidate services that are now spre= +ad over five buildings. Vanderbilt in the News Vanderbilt Generates Lot= +s of Jobs in Middle Tennessee NASHVILLE BUSINESS JOURNAL--According to fede= +ral statistics, research and development activities at Vanderbilt Universi= +ty generated more than 5,000 jobs in Middle Tennessee on and off campus. T= +hose jobs are among the nearly 1 million created by research and developme= +nt activities at colleges and universities throughout the United States. = +Owen Recognized as One of Most Tech-Savvy Business Schools NASHVILLE BUSI= +NESS JOURNAL--Vanderbilt University's Owen Graduate School of Management h= +as been recognized as one of the most tech-savvy business schools in the n= +ation by Business 2.0 magazine. For its eLab and tech offerings in other a= +reas of study, the Owen School joined 19 others across the nation on the m= +agazine's list. Research at Vanderbilt VUMC Plans to Build Facility to = +Care for People With Diabetes THE TENNESSEAN--Vanderbilt University Medic= +al Center plans to build a multimillion-dollar, one-of-a-kind facility dev= +oted exclusively to the care of people with diabetes and research into the= + disease. The plans for the new comprehensive-care center, set to open in = +the next few years, were formally unveiled recently at a dinner that cappe= +d a daylong symposium. Mosquito May Be Nature's Most Effective Bioterro= +rist Laurence Zwiebel calls the mosquito ""the ultimate bioterrorist."" He = +should know. The assistant professor of biological sciences at Vanderbilt = +University has contracted malaria many times while studying the bugs throug= +hout the Third World. Recently, however, Zwiebel and colleagues reported a= + genetic breakthrough that might tip the scale of the people-versus-mosqui= +to battle decidedly into the human camp. The Road to Greener Cities Com= +munication of Science, Engineering and Technology intern Nana Koram descri= +bes the process of developing more efficient fuel cells as replacements fo= +r the internal combustion engine based on her experience working in the la= +boratory of chemistry professor Charles Lukehart. Differences in Brain Us= +age Among Braille Readers Shed New Light on the Relationship Between Thoug= +ht and Language Individuals who have been blind from birth use different p= +arts of their brain when reading Braille than those who lost their sight e= +arly in life-a difference that sheds new light on the relationship between= + thought and language. VU Creates Innovative Engineering and Multidiscipl= +inary Program NASHVILLE BUSINESS JOURNAL--The National Science Foundation h= +as granted $2.7 million to Vanderbilt to teach engineers to design safer a= +nd more reliable aircraft, automobiles and buildings-just about anything = +that requires a complex engineering system. Using the Science Foundation c= +ash, the university will create the Multidisciplinary Training in Reliabili= +ty and Risk Engineering and Management Program. Sports News Vanderbilt = +Athletics Official Home Page For the latest on Vanderbilt athletics, inclu= +ding news about the men's and women's teams, visit the official Vanderbilt= + Website at: http://sdm0.com/index.cfm?n=3D35&s=3D304&c=3D152057&t=3D138&e= +=3D1874045&o=3D462 Vanderbilt Women's Basketball Coach is ""Philly Guy"" = + THE PHILADELPHIA INQUIRER--Fourth-ranked Vanderbilt visited Temple recentl= +y to complete a homecoming weekend for Commodore women's basketball coach = + Jim Foster. He has never stopped being a ""Philly guy"" since leaving as co= +ach of St. Joseph's in 1991 for Nashville and the Southeastern Conference.= + He is a 1980 graduate of Temple and also served in the late 1970s as head= + coach of the Bishop McDevitt High girls' team, where he persuaded his fri= +end Geno Auriemma-now the women's coach at No. 1-ranked Connecticut-to joi= +n him on the bench with the Lancers. Alumni Club Happenings For upcomi= +ng alumni club events in your area, click on the headline above Nashville = +Young Alums Gather for Po' Boys and Hush Puppies On Thursday, Nov. 29, memb= +ers of the Nashville Vanderbilt Club ""GOLD"" (Graduates Of the Last Decade)= + gathered for a fun-filled night at the South Street restaurant. The crowd= + enjoyed food, drink and beach ambiance. Louisville, Tampa, and Dallas Hap= +py Hours Alumni in Louisville got together at Brasserie Deitrich on Oct. 2= +5; the Tampa Vanderbilt Club gathered with the University of Florida-Tampa = + Gator Club at Pop City on Nov. 1; and the Dallas Vanderbilt Club joined t= +he SMU Young Alumni Club at Sambucca Jazz Caf? on Nov.14. American Icon Ro= +ckwell Highlighted in the Big Apple The New York Vanderbilt Club paid tribu= +te to Norman Rockwell on Nov. 17, when more than 70 alumni and guests gath= +ered for a breakfast reception at the Stanhope Park Hyatt. The breakfast w= +as followed by a lecture and slide presentation on Norman Rockwell by Amy = +Kirschke, assistant professor of fine arts at Vanderbilt. After the lectur= +e, the group walked to the Guggenheim Museum to view the exhibit, Norman R= +ockwell: Pictures for the American People, the most comprehensive collecti= +on of Rockwell's art ever organized. Windy City Art Event The Chicago Van= +derbilt Club hosted one of their most successful events this fall on Nov. = +10 in conjunction with the Van Gogh and Gauguin: The Studio of the South e= +xhibit at the Art Institute of Chicago. Before touring the exhibit, the gr= +oup gathered for breakfast and a lecture at the Hilton Chicago and Towers.= + The featured professor was Vivien Fryd, associate professor of art histor= +y and American and Southern Studies. .commodore e-news is published month= +ly by the Division of Institutional Planning and Advancement, Vanderbilt U= +niversity, from editorial and business offices at the Baker Building, Suit= +e 1000, 110 21st Ave. S., Nashville, TN 37203. Phone: 615-322-2601. Fax: 6= +15-343-8547. E-mail: Lew.Harris@vanderbilt.edu . Editor: Lew Harris, BA'68= +. Co-editor: Joanne Beckham, BA'62. Design/development: Arlene Samowich. P= +roduction: Samantha Fortner. =09 + + +If you do not wish to receive future Emails from Vanderbilt University, pl= +ease CLICK HERE =20 +[IMAGE]" +"arnold-j/deleted_items/567.","Message-ID: <10594465.1075855215587.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 12:52:16 -0800 (PST) +From: travelercare@orbitz.com +To: john.arnold@enron.com +Subject: Preparing for your departure +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: Orbitz Traveler Care @ENRON +X-To: Arnold, John +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + +Hello John, + + +Orbitz would like to assist with the preparation for your journey +to Belize City on December 29. + +Important information for your day of travel + +* You have paper tickets for this trip, so please keep them with +you at all times. + +* Your Orbitz record locator is OLJ7LV. + +* The confirmed traveler(s) for this trip are: +JENNIFER WHITE, ticket number 2021510436340 +MR. JOHN ARNOLD, ticket number 2021510436339 + + +* If you are checking baggage, please make sure that every bag +is labeled with your name and home address. We recommend getting +to the airport at least 2 hours prior to departure for security +and luggage check in. + +Saturday, December 29 +* Arrive at Houston George Bush International (IAH) two hours +before your scheduled departure time for domestic flights, or +three hours before your scheduled departure time for international +flights. +* If you have no luggage to check in, proceed directly to the +gate. +* At 2:20 PM CST your flight, Taca International Airlines (TA) +411, will depart for Metropolitan Area (BZE). + +Your approximate travel time is 2 hours and 30 minutes. A Snack +will be served during your flight. + +* You are scheduled to arrive at Metropolitan Area (BZE) at 4:50 +PM GMT-06:00. Follow the signs for luggage and transportation. + +Enjoy your time in Belize City! + +Tuesday, January 1 +* Arrive at Metropolitan Area (BZE) two hours before your scheduled +departure time for domestic flights, or three hours before your +scheduled departure time for international flights. +* If you have no luggage to check in, proceed directly to the +gate. +* At 4:40 PM GMT-06:00 your flight, Taca International Airlines +(TA) 2140, will depart for Dallas/Fort Worth International (DFW). + +Your approximate travel time is 4 hours and 11 minutes. It is +unknown whether a meal will be served during your flight. + +* You are scheduled to arrive at Dallas/Fort Worth International +(DFW) at 7:44 PM CST. Please check the monitors in the terminal +for the gate of your connecting flight and for possible changes +of departure time. + +* At 8:51 PM CST your flight, American Airlines (AA) 372, will +depart for Houston George Bush International (IAH). + +Your approximate travel time is 1 hour and 12 minutes. It is +unknown whether a meal will be served during your flight. + +* You are scheduled to arrive at Houston George Bush International +(IAH) at 10:03 PM CST. Follow the signs for luggage and transportation. + +* If you need assistance during your trip, please contact an +Orbitz Customer Service Representative at 1-888-656-4546. + +* As you have signed up for Travel Alerts, we will keep you informed +of changes to your flight schedule. You can also check the latest +messages in your personal voice mail box. Call Orbitz customer +service, enter your 10 digit phone number and PIN, and listen +to the latest news. + +Please continue to check the status of your flights on the airline +Web sites. We recommend that you also check flight status, airport +conditions and weather in your Travel Brief (http://www.orbitz.com/App/ViewTravelWatchHome) +on the Orbitz web site. + +Arrive prepared. Wondering how many yen your dollar will buy? +Orbitz makes it easy. We recommend that you purchase foreign +currency before you depart on your international trip. Through +our partnership with Thomas Cook, a division of Travelex, you +can access the latest exchange rates and order foreign currency +online. Just use our Currency Travel tool at +http://www.orbitz.com/currency . + +We continue to strive to meet your expectations for your Orbitz +experience. Look for the Traveler Advocate upon return from +your trip. We appreciate your feedback so we can better assist +you when you plan your next travel adventure. + + +Orbitz Cares" +"arnold-j/deleted_items/568.","Message-ID: <21361085.1075855215609.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 11:21:19 -0800 (PST) +From: mark@capstone-ta.com +To: bob.mckinney@capstone-ta.com +Subject: AGA Weekly Summary +Mime-Version: 1.0 +Content-Type: text/plain; charset=us-ascii +Content-Transfer-Encoding: 7bit +X-From: ""Capstone Trading Advisors"" @ENRON +X-To: Capstone +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + +Attached please find this weeks summary of the most recent AGA Working Gas Storage Data. + +Thanks, +Mark + - 12-27-01 AGA.doc " +"arnold-j/deleted_items/569.","Message-ID: <16888582.1075855215634.JavaMail.evans@thyme> +Date: Thu, 27 Dec 2001 09:59:36 -0800 (PST) +From: buy.com@enews.buy.com +To: jarnold@enron.com +Subject: Ring in 2002 with these new releases! +Mime-Version: 1.0 +Content-Type: text/plain; charset=ANSI_X3.4-1968 +Content-Transfer-Encoding: 7bit +X-From: ""buy.com"" @ENRON +X-To: jarnold@enron.com +X-cc: +X-bcc: +X-Folder: \John_Arnold_Jan2002_1\Arnold, John\Deleted Items +X-Origin: Arnold-J +X-FileName: jarnold (Non-Privileged).pst + + ============================================== + Zip + 250MB USB Drive - take it anywhere. + http://enews.buy.com/cgi-bin5/flo?y=eE4N0D4S5I0Blu0BCJO0Aq + ============================================== + + + +___________________________________________________________ + + <<